Secure your Financial Future with Highest Return Mutual Funds

Last Updated on May 27, 2023 by Anjali Chourasiya

Return on Investment (ROI) is the most crucial metric when analysing and tracking your investment. It allows you to dive deeper into your portfolio and can help you weed out the less-performing investments. In this article, let’s dive into the highest-return mutual funds in the last 5 yrs, factors to consider before investing in them, and how you can build a high-quality debt portfolio using Tickertape. Let’s dive in.

Best equity mutual fund with high ROI

Here are some of the best-performing mutual funds in India in the last 5 yrs under the equity segment.

Best large-cap fund with high ROI

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the high-return large-cap mutual fund.

• Category > Equity > Large cap
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Best mid-cap mutual funds with high ROI

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the high-return mid-cap mutual fund.

• Category > Equity > Mid cap
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

High-return thematic mutual fund 

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the high-return thematic mutual fund.

• Category > Equity > Thematic fund
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Best Flexi cap mutual fund with high return

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best Flexi-cap equity funds.

• Category > Equity > Flexi-cap fund
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Best small cap fund with high ROI

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best small-cap equity funds.

• Category > Equity > Small-cap fund
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Value funds with high return

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best-value equity funds.

• Category > Equity > Value fund
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Best Multi-cap equity funds with high return

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best multi-cap equity funds.

• Category > Equity > Multi-cap 
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Highest dividend yield mutual funds with high ROI

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the highest dividend yield mutual funds.

• Category > Equity > Dividend Yield Fund
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Best hybrid mutual funds

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the highest dividend yield mutual funds.

• Category > Hybrid 
• 5-yr CAGR – Set to High
• AUM
• Expense Ratio
• SIP Investment
• Minimum Lumpsum 
• AMC

Build a high-quality debt portfolio with Tickertape

High-quality debt mutual funds refer to funds with high credit quality and medium interest rate risk. These mutual funds are considered ideal for an investment horizon of 3-5 yrs. With Tickertape, it is possible to get high-quality debt mutual funds. Follow the below-mentioned steps.

Step 1: Go to Tickertape Mutual Fund Screener.

Step 2: Click on ‘All Screens’. And under ‘Premium’, click on ‘High Quality Debt Portfolio’.

Step 3: Click on ‘Load’. It will give you funds with high credit quality and medium interest rate risk.

Easy, right? Get all the top mutual funds and diversify your portfolio with debt mutual funds using Tickertape. Become a pro member now!

Factors to consider before investing in the best-performing mutual funds in the last 5 yrs

Below listed are some of the factors that can help you identify the best mutual funds to invest in India. 

1. Risk assessment

Every mutual fund category comes with a different set of risk factors. For instance, equity mutual funds are prone to volatility and liquidity risk, whereas debt mutual funds are prone to interest, credit, rebalancing, currency, and more such types of risks. It’s important to strike a balance between potential returns and the level of risk you are comfortable with. Hence, it is worthwhile to consider a financial advisor before investing in order to avoid investing against your risk appetite. 

2. Performance consistency

Consistency in performance is a crucial factor to consider when investing in mutual funds for higher returns. Look beyond just the top performers and evaluate the consistency of their performance over the last 5 yrs. Assess how they have performed during different market conditions and if they have been able to generate returns consistently.

3. Fund objectives and strategy

Understand the investment objectives and strategy of the mutual funds. Check whether their investment approach aligns with your own investment goals and risk tolerance. 

4. Fund management

Evaluate the experience and track record of the fund manager or management team., and assess if the fund’s management has remained stable over the last 5 yrs or if there have been frequent changes.

5. Expense ratio

A fee charged by the fund to cover operating expenses is referred to as the expense ratio. Consider the expense ratio of the mutual funds, as it can impact your overall returns. Lower expense ratios are generally preferable, as they leave more of the fund’s returns for the investor.

6. Diversification

Diversified funds spread their investments across various asset classes, sectors, and regions, which can help mitigate risks. Consider whether the funds you’re evaluating provide adequate diversification or if they are heavily concentrated in specific areas.

7. Fund size and liquidity

Take into account the size of the mutual funds and their liquidity. Larger funds may need help in deploying capital effectively, and smaller funds may be more nimble but could face liquidity issues. Consider the fund’s asset size in relation to its investment strategy and objectives.

8. Fund expenses and charges

In addition to the expense ratio, consider any additional charges or fees associated with the mutual funds, such as front-end or back-end loads, redemption fees, or transaction costs. These expenses can impact your overall returns and should be carefully evaluated.

9. Peer comparison and benchmarking

Compare the performance of the mutual funds not only against their peers but also against relevant benchmarks. Assess whether the funds have outperformed their benchmarks consistently or if their performance has been primarily driven by exposure to a specific asset class or sector.

Conclusion

Finding the right investment can be a tedious process. It involves researching, analysing, tracking and investing at the right time. With Tickertape, you can reduce this process to a few minutes. Using Tickertape Mutual Fund Screener, you can filter mutual funds based on 50+ filters. Moreover, you can create a custom filter as well. And like a cherry on top, there are 11 pre-built screens built for you to save you time and effort. So, what are you waiting for? Become a pro member now!

FAQs

• Author
• Recent Posts

Anjali Chourasiya

I am a finance enthusiast who loves exploring the world of money through my lens. I’ve been dedicated to building systems that work and curating content that helps people learn.

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!

Latest posts by Anjali Chourasiya (see all)

• Best Fundamentally Strong Penny Stocks (2024) - Apr 10, 2024
• Best Liquor Stocks in 2024 - Apr 4, 2024
• All Pharma Penny Stocks in India: Pharma Shares Below Rs. 50 - Apr 2, 2024