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Average Return on Best Performing Mutual Funds for the Last 10 Yrs

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average return on mutual funds for the last 20 years

Last Updated on Oct 11, 2023 by Harshit Singh

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 are suitable for investors with low-risk appetite. In contrast, a small-cap mutual fund comprises of companies with small market capitalisation and is ideal for investors with high-risk appetite. 

Therefore, finding the right one according to your investment objective and risk appetite would make all the difference. In this blog, using Tickertape Mutual Fund Screener, we have derived a list of top-performing mutual funds across different market capitalisations.

Best-performing large-cap mutual funds in India in the last 10 yrs

Mutual fund planAUM (Rs. in cr.)CAGR 3Y (%)CAGR 5Y (%)CAGR 10Y (%)
Nippon India Large Cap Fund15,855.0329.8116.9518.06
Mirae Asset Large Cap Fund35,349.0719.0915.1417.94
SBI BlueChip Fund39,650.5322.2216.2016.61
ICICI Pru Bluechip Fund40,078.9023.1916.2516.04
Kotak Bluechip Fund6,369.8719.9216.7015.94
Baroda BNP Paribas Large Cap Fund1,490.4719.9216.8415.90
HDFC Top 100 Fund26,391.0026.0815.0815.84
Invesco India Largecap Fund805.4019.7715.4315.80
Canara Rob Bluechip Equity Fund10,089.7419.4817.4115.77
Edelweiss Large Cap Fund530.9720.6916.3715.46

Note: The data is as of 11th October 2023. 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

Mutual fund planAUM (Rs. in cr.)CAGR 3Y (%)CAGR 5Y (%)CAGR 10Y (%)
Kotak Emerging Equity Fund33,091.2331.4723.4724.73
Edelweiss Mid Cap Fund3,665.9532.0523.0023.33
HDFC Mid-Cap Opportunities Fund48,686.0034.9922.0023.20
Invesco India Midcap Fund3,426.0328.0720.6422.97
SBI Magnum Midcap Fund12,555.2035.1223.2122.56
UTI Mid Cap Fund8,881.3728.5020.4722.20
Tata Mid Cap Growth Fund2,449.1329.5622.6122.10
Axis Midcap Fund22,655.7024.1920.3621.95
HSBC Midcap Fund7,956.6224.6116.6721.62
ICICI Pru Midcap Fund4,316.6928.5318.1421.41

Note: The data is as of 11th October 2023. 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

Mutual fund planAUM (Rs. in cr.)CAGR 3Y (%)CAGR 5Y (%)CAGR 10Y (%)
Nippon India Small Cap Fund37,374.4044.9127.2130.27
SBI Small Cap Fund20,911.7033.5823.8928.05
DSP Small Cap Fund12,097.8335.1724.3226.20
Kotak Small Cap Fund12,285.8236.7026.7524.55
Franklin India Smaller Cos Fund9,719.3139.8421.4223.74
Sundaram Small Cap Fund2,581.7636.6121.7522.34
HDFC Small Cap Fund22,560.0641.3822.0922.33
Aditya Birla SL Small Cap Fund4,631.3131.2916.5119.77
ICICI Pru Smallcap Fund6,054.2739.0126.6219.34
Quant Small Cap Fund9,089.1246.6130.8118.40

Note: The data is as of 11th October 2023. 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)

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. For example, if you are close to retirement, choose a balanced fund that invests in a mix of bonds and stocks. 
  • 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 – This is essential to keep in mind while investing. Mutual funds have different options. Invest according to your risk tolerance, or your investment can go to waste. 
  • Returns – An investment is considered good if it gives you more than you invested. This includes the fees and other costs associated while investing. 
  • 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 

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. Happy Investing!

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 best-performing mutual funds based on 5 yrs’ returns 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 funds 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 
Anjali Chourasiya
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