Last Updated on Jun 2, 2025 by vanessa sequeira
There are several mutual funds available in the market, with each one consisting of a different portfolio composition, risk and growth prospect. For example, a large-cap mutual fund consists of companies with high market capitalisation and is suitable for investors with low-risk appetite. Understanding the average mutual fund returns in India over the last decade is crucial for investors seeking to maximise their wealth creation. This blog provides a comprehensive analysis of mutual fund performance in India, focusing on historical data, category-wise returns, and a comparison of the best mutual funds in India as of 2025. In this blog, using Tickertape Mutual Fund Screener, we have derived a list of top performing mutual funds in India across different market capitalisations.
Table of Contents
Best-Performing Large-Cap Mutual Funds In India In The Last 10 Yrs
| Name | AUM (Cr.) | CAGR 3Y (%) | Expense Ratio (%) | CAGR 5Y (%) | CAGR 10Y (%) |
| Nippon India Large Cap Fund | 37,546.38 | 23.25 | 0.68 | 28.95 | 14.96 |
| Canara Rob Bluechip Equity Fund | 15,621.37 | 18.40 | 0.48 | 23.00 | 14.88 |
| ICICI Pru Bluechip Fund | 68,033.75 | 20.55 | 0.85 | 25.51 | 14.81 |
| Invesco India Largecap Fund | 1,423.67 | 19.97 | 0.75 | 23.91 | 14.13 |
| Kotak Bluechip Fund | 9,830.40 | 18.09 | 0.62 | 24.11 | 13.86 |
| Baroda BNP Paribas Large Cap Fund | 2,542.88 | 19.42 | 0.78 | 22.90 | 13.62 |
| Edelweiss Large Cap Fund | 1,228.80 | 19.20 | 0.63 | 24.12 | 13.42 |
| SBI BlueChip Fund | 51,010.20 | 17.19 | 0.82 | 23.20 | 13.40 |
| HDFC Large Cap Fund | 36,108.73 | 19.05 | 1.01 | 25.01 | 13.33 |
| Bandhan Large Cap Fund | 1,828.46 | 19.30 | 0.89 | 22.93 | 13.16 |
Note: The data is as of 2nd June 2025. The best-performing large-cap mutual funds are sorted according to their 10-yr returns by using Tickertape Mutual Fund Screener.
- Category – Equity > Large Cap Fund
- Plan – Growth
- 3Y CAGR – High
- 5Y CAGR – High
- 10Y CAGR – High (sorted from highest to lowest)
Best-Performing Mid-Cap Mutual Funds In India In The Last 10 Yrs
| Name | AUM (Cr.) | CAGR 3Y (%) | Expense Ratio (%) | CAGR 5Y (%) | CAGR 10Y (%) |
| HDFC Mid-Cap Opportunities Fund | 74,909.76 | 30.10 | 0.79 | 35.22 | 18.42 |
| Kotak Emerging Equity Fund | 49,645.85 | 24.92 | 0.44 | 33.27 | 18.97 |
| Nippon India Growth Fund | 34,690.03 | 29.16 | 0.74 | 35.69 | 18.30 |
| Axis Midcap Fund | 28,809.45 | 21.82 | 0.55 | 26.95 | 17.04 |
| Motilal Oswal Midcap Fund | 27,780.18 | 33.31 | 0.7 | 39.55 | 18.72 |
| SBI Magnum Midcap Fund | 21,512.11 | 21.23 | 0.83 | 32.96 | 15.83 |
| DSP Midcap Fund | 17,657.92 | 21.36 | 0.75 | 24.32 | 15.94 |
| Franklin India Prima Fund | 11,761.50 | 27.10 | 1.05 | 30.09 | 16.00 |
| Sundaram Mid Cap Fund | 11,690.15 | 27.97 | 0.94 | 31.71 | 15.74 |
| UTI Mid Cap Fund | 10,922.68 | 21.03 | 0.9 | 29.25 | 15.00 |
Note: The data is as of 2nd June 2025. The best-performing mid-cap mutual funds are sorted according to their 10-yr returns by using Tickertape Mutual Fund Screener.
- Category – Equity > Mid Cap Fund
- Plan – Growth
- 3Y CAGR – High
- 5Y CAGR – High
- 10Y CAGR – High (sorted from highest to lowest)
Best-Performing Small-Cap Mutual Funds In India In The Last 10 Yrs
| Name | AUM (Cr.) | CAGR 3Y (%) | Expense Ratio (%) | CAGR 5Y (%) | CAGR 10Y (%) |
| Nippon India Small Cap Fund | 58,028.59 | 28.70 | 0.68 | 41.42 | 22.43 |
| SBI Small Cap Fund | 31,790.25 | 20.04 | 0.72 | 32.11 | 20.23 |
| HDFC Small Cap Fund | 30,880.43 | 27.21 | 0.78 | 38.32 | 19.41 |
| Quant Small Cap Fund | 26,221.53 | 28.97 | 0.68 | 50.27 | 20.37 |
| Axis Small Cap Fund | 23,317.93 | 23.19 | 0.56 | 33.73 | 19.89 |
| Kotak Small Cap Fund | 15,867.49 | 20.52 | 0.57 | 37.12 | 19.07 |
| HSBC Small Cap Fund | 14,493.32 | 25.10 | 0.64 | 38.52 | 19.92 |
| DSP Small Cap Fund | 14,258.03 | 23.65 | 0.87 | 36.42 | 17.91 |
| Franklin India Smaller Cos Fund | 11,969.61 | 28.40 | 0.97 | 38.04 | 17.19 |
| ICICI Pru Smallcap Fund | 7,604.59 | 21.85 | 0.77 | 37.52 | 16.00 |
Note: The data is as of 2nd June 2025. The best-performing small-cap mutual funds are sorted according to their 10-yr returns by using Tickertape Mutual Fund Screener.
- Category – Equity > Small Cap Fund
- Plan – Growth
- 3Y CAGR – High
- 5Y CAGR – High
10Y CAGR – High (sorted from highest to lowest)
Overview of Best-Performing Large-Cap Mutual Funds
Nippon India Large Cap Fund
This mutual fund, managed by Nippon India Mutual Fund, focuses on investing in large-cap companies with strong market positions and stable earnings. It aims for long-term capital growth by targeting industry leaders across various sectors.
Canara Robeco Bluechip Equity Fund
Managed by Canara Robeco Mutual Fund, this fund invests in blue-chip, large-cap companies with consistent performance and financial strength. It seeks stable long-term growth through diversified investments in established businesses.
ICICI Prudential Bluechip Fund
Operated by ICICI Prudential Mutual Fund, this fund targets large-cap stocks with strong fundamentals and leadership positions. Its strategy centres on minimising risk while ensuring steady capital appreciation over the long term.
Invesco India Largecap Fund
Managed by Invesco Mutual Fund, this scheme focuses on large-cap companies with proven track records. It emphasises high-quality, growth-oriented businesses to provide long-term capital appreciation.
Kotak Bluechip Fund
Run by Kotak Mahindra Mutual Fund, this fund invests in top large-cap companies listed in the Nifty 100. It aims for long-term wealth creation through disciplined stock selection and risk management.
Factors To Consider Before Investing In These Mutual Funds
Before investing in any mutual fund, it is important to check certain important factors like
- Investment goal: It is always important to invest according to your goal. Get a list of mutual funds and keep an eye on their performance.
- Investment horizon: Before investing, consider your investment horizon. If your investment goal is short, check for short-term funds that you can liquidate in a few years. If you have a long-term investment goal, go for long-term funds. Overall, ensure the fund duration matches your investment goal duration.
- Risk appetite: It’s essential to mutual fund returns by risk profile. Invest according to your risk tolerance, or your investment can go to waste.
- Returns: By analysing mutual fund returns historical data, investors can tailor their strategies to their risk appetite and investment horizon, ensuring optimal wealth creation through the best mutual funds in India.
- Fees: Mutual fund companies or brokers charge a fee based on the investment amount. Go through the fees charged by your broker before investing.
Conclusion
The mutual fund returns by category show that small and mid cap funds have offered the highest long-term growth, albeit with greater volatility. Additionally, The mutual fund returns by tenure show that longer investment horizons generally yield higher average returns, especially for equity funds. Investments are the way to make wealth. But before investing, consider your risk appetite and investment goal. Make sure you have a good knowledge of the mutual fund scheme you are investing in. You can check Tickertape Mutual Fund Screener to get a fund’s key metrics. You can compare different schemes and find the best one that suits you.
FAQs
1. What are the best-performing mutual funds in India in the last 5 yrs?
Several mutual funds performed well in the last 5 yrs. You can get a detailed list of mutual fund returns comparison on Tickertape by following the steps below:
– Log in to Tickertape
– Open the Mutual Fund Screener
– Select ‘Equity’ as Category
– Add ‘5Y CAGR’ and sort it from high to low
2. What are the best performing large-cap mutual funds?
You can get the list of the best performing large-cap mutual funds on Tickertape by following the steps below:
– Log in to Tickertape
– Open the Mutual Fund Screener
– Select ‘Large Cap Fund’ as a sub-category under the ‘Equity’ category
– You can add different parameters like AUM, CAGR 5Y, 3Y Avg Annual Rolling Returns, etc., to sort these funds
3. What are the best performing mid-cap mutual funds?
Get the list of the best performing mid-cap mutual fund returns 2025 on Tickertape by following the steps below:
– Log in to Tickertape
– Open the Mutual Fund Screener
– Select ‘Mid Cap Fund’ as a sub-category under the ‘Equity’ category
– You can add different parameters like AUM, CAGR 5Y, 3Y Avg Annual Rolling Returns, etc., to sort these funds
As an insatiable reader and learner, I’ve spent the last two years exploring the world of finance. With my creative mind and curious spirit, I love making complex finance topics easy and fun for everyone to understand. Join me on my journey as we navigate the world of finance together!
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