Last Updated on Dec 9, 2022 by
Several mutual funds are available in the market, but finding the right one according to your investment objective would make all the difference.
Table of Contents
Best-performing mutual funds in India in the last 10 yrs
Here’s the list of the best-performing equity mutual funds. The average return on mutual funds listed below is more than 10% for the 10 yrs.
| Funds | Expense Ratio (%) | 1Y Return (%) | 3Y Return (%) | 5Y Return (%) | 10Y Return (%) |
| ICICI Pru US Bluechip Equity Fund | 2.22 | -4.3 | 11.76 | 14.32 | 15.43 |
| Axis Focused 25 Fund | 1.77 | -9.79 | 10.66 | 9.96 | 13.71 |
| IDBI India Top 100 Equity Fund | 2.45 | 9.72 | 17.89 | 12.06 | 13.3 |
| Taurus Banking & Fin Serv Fund | 2.44 | 17.82 | 11.41 | 12.43 | 11.56 |
| Indiabulls Blue Chip Fund | 2.42 | 9.62 | 11.53 | 9.39 | 11.22 |
| Baroda BNP Paribas Banking and Fin Serv Fund | 2.65 | 14.84 | 8.1 | 9.33 | 10.66 |
Note: We’ve taken the best-performing mutual funds from 2012 to 2022 and sorted them according to their 10-yr returns. The information is as of 8th December 2022. Visit Tickertape Mutual Fund Screener to get the list of mutual funds in India with various parameters.
1. ICICI Pru US Bluechip Equity Fund
This fund by ICICI Prudential Mutual Fund house was launched on 6th July 2012. As of 31st October 2022, ICICI Pru US Bluechip Equity Fund holds Assets Under Management (AUM) of Rs. 2,370.11 cr., and as of 7th December 2022, the Net Asset Value (NAV) is Rs. 43.86. The 5-yr return on this fund is 14.32%.
Investment objective: ICICI Pru US Bluechip Equity Fund aims to provide long-term capital appreciation to investors by primarily investing in equity-related securities of companies listed on recognised stock exchanges in the United States of America. The Scheme shall also invest in ADRs (American Depository Receipts)/GDRs (Global Depository Receipts) issued by Indian and foreign companies.
2. Axis Focused 25 Fund
Axis Mutual Fund launched this fund on 29th June 2012. As of 31st October 2022, Axis Focused 25 Fund holds an AUM of Rs. 18,163.04 cr., and as of 7th December 2022, the NAV is Rs. 40.82. The 5-yr annualised returns on this fund are 10.32%.
Investment objective: To generate long-term capital appreciation by investing in a concentrated portfolio of equity & equity-related instruments of up to 25 companies.
3. IDBI India Top 100 Equity Fund
This fund by IDBI Mutual Fund house was launched on 15th May 2012. As of 30th September 2022, IDBI India Top 100 Equity Fund holds an AUM of Rs. 633.59 cr., and as of 7th December 2022, the NAV is Rs. 41.70. The 5-yr annualised returns on this fund are 12.06%.
Investment objective: IDBI India Top 100 Equity Fund aims to provide investors with long-term capital appreciation by investing in equity and equity-related instruments of large-cap companies.
4. Taurus Banking & Fin Serv Fund
Taurus Mutual Fund launched Taurus Banking & Fin Serv Fund on 22nd July 2012. As of 30th September 2022, the fund holds an AUM of Rs. 8.86 cr., and as of 7th December 2022, the NAV is Rs. 39.73. The 5-yr annualised returns on Taurus Banking & Fin Serv Fund are 10.36%.
Investment objective: Taurus Banking & Fin Serv Fund primarily invests in equity and equity-related instruments of banking and financial services companies.
5. Indiabulls Blue Chip Fund
This fund by Indiabulls Asset Management Company was launched on 10th February 2012. As of 30th September 2022, Indiabulls Blue Chip Fund holds an AUM of Rs. 94.93 cr., and as of 7th December 2022, the NAV is Rs. 30.79. The 5-yr annualised returns on this fund are 9.39%.
Investment objective: Indiabulls Blue Chip Fund aims to provide investors with long-term capital appreciation by investing in equity and equity-related instruments of blue-chip large-cap companies.
6. Baroda BNP Paribas Banking and Fin Serv Fund
Baroda BNP Paribas Fund Mutual Fund house launched Baroda BNP Paribas Banking and Fin Serv Fund on 22nd June 2012. As of 30th September 2022, this fund holds an AUM of Rs. 61.73 cr., and as of 7th December 2022, the NAV is Rs. 32.16. The 5-yr annualised returns on Baroda BNP Paribas Banking and Fin Serv Fund are 9.33%.
Investment objective: Baroda BNP Paribas Banking and Fin Serv Fund aim to provide long-term capital appreciation, which primarily invests in equity and equity-related instruments of banking and financial services companies.
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?
– 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?
– 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?
– 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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