Whereas there was large market correction within the final 6 months, there are nonetheless a number of mutual funds that has outperformed the benchmark and friends. It’s all the time useful to research such funds to find out whether or not they’re appropriate for our funding portfolios. This text supplies insights into 10 mutual fund schemes with 1-year returns between 12% and 21% throughout 10-Mar-2024 to 9-Mar-2025.
10 Mutual Fund Schemes with 1-12 months Returns Between 12% to 21%
This listing consists of all fairness funds, nevertheless excludes, ETFs, World Funds, thematic or sector associated funds.
Right here is the listing of top-performing mutual funds within the final 12 months:
- Motilal Oswal Giant Cap Fund – 1-12 months Return: 21.2%
- Motilal Oswal Small Cap Fund – 1-12 months Return: 20.9%
- Motilal Oswal Midcap Fund – 1-12 months Return: 17.5%
- Motilal Oswal Flexi Cap Fund – 1-12 months Return: 16.3%
- Bandhan Small Cap Fund – 1-12 months Return: 16%
- Invesco India Mid Cap Fund – 1-12 months Return: 15.2%
- Invesco India Targeted Fund – 1-12 months Return: 14.5%
- WhiteOak Capital ELSS Tax Saver Fund – 1-12 months Return: 12.3%
- LIC MF ELSS Tax Saver Fund – 1-12 months Return: 12.2%
- SBI Multicap Fund – 1-12 months Return: 12.2%
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Funding Goal and Efficiency Particulars
#1 – Motilal Oswal Giant Cap Fund
Funding Goal: The fund goals to supply long-term capital appreciation by investing predominantly in large-cap shares.
Efficiency Particulars:
Our View: That is relative new mutual fund with quick time period efficiency historical past. Giant-cap funds are comparatively secure in comparison with mid and small-cap funds. This fund has generated sturdy 1-year returns, making it a gorgeous possibility for conservative to average traders searching for long-term wealth accumulation. Traders also can evaluate 6 Largecap Mutual Funds that generated over 13% CAGR returns within the final 10 years.
#2 – Motilal Oswal Small Cap Fund
Funding Goal: The scheme goals to supply capital appreciation by investing in a diversified portfolio of small-cap corporations.
Efficiency Particulars:
Our View: Even that is relative new mutual fund with quick time period historical past. Small-cap funds have carried out exceptionally properly within the quick time period, however they arrive with excessive volatility. Traders with a high-risk urge for food and a long-term funding horizon can contemplate including Small Cap Mutual Funds to their portfolio.
#3 – Motilal Oswal Midcap Fund
Funding Goal: The fund focuses on mid-sized corporations with excessive development potential.
Efficiency Particulars:
- 1-12 months Return: 17.5%
- 3-12 months Annualized Return: 31.7%
- 5-12 months Annualized Return: 28.6%
- 10-12 months Annualized Return: 17.4%
Our View: Midcap funds steadiness danger and return, providing greater potential than massive caps however decrease volatility than small caps. This fund is appropriate for traders looking for moderate-to-high development. We’ve really helpful this fund as a part of Finest Lumpsum Mutual Funds to put money into 2025.
#4 – Motilal Oswal Flexi Cap Fund
Funding Goal: The fund goals to supply capital appreciation by investing throughout market capitalizations – massive, mid, and small caps.
Efficiency Particulars:
- 1-12 months Return: 16.3%
- 3-12 months Annualized Return: 23.7%
- 5-12 months Annualized Return: 17.2%
- 10-12 months Annualized Return: 13.1%
Our View: Flexi-cap funds provide diversification throughout market segments. This fund is an effective selection for traders searching for balanced publicity to varied market caps. Many Flexicap Mutual Funds have turned ₹ 1 Lakh to 2.5 – 3.8 Lakhs in final 5 years.
#5 – Bandhan Small Cap Fund
Funding Goal: The fund invests in small-cap shares with high-growth potential.
Efficiency Particulars:
- 1-12 months Return: 16.06%
- 3-12 months Annualized Return: 29.0%
- 5-12 months Annualized Return: 34.4%
Our View: This fund has delivered sturdy returns within the final 12 months, however traders needs to be cautious as small-cap funds are usually extremely risky.
#6 – Invesco India Mid Cap Fund
Funding Goal: The scheme goals to supply capital appreciation by investing in mid-sized corporations with sturdy fundamentals.
Efficiency Particulars:
- 1-12 months Return: 15.2%
- 3-12 months Annualized Return: 24.8%
- 5-12 months Annualized Return: 24.6%
- 10-12 months Annualized Return: 16.7%
Our View: Prime Midcap funds can provide good returns with comparatively decrease volatility than small-cap funds. Traders with a average danger urge for food can contemplate this feature.
#7 – Invesco India Targeted Fund
Funding Goal: A targeted fund that invests in a concentrated portfolio of chosen shares.
Efficiency Particulars:
- 1-12 months Return: 14.57%
- 3-12 months Annualized Return: 22.9%
Our View: Targeted funds carry greater danger resulting from restricted diversification. Appropriate for traders with a high-risk urge for food.
#8 – WhiteOak Capital ELSS Tax Saver Fund
Funding Goal: A tax-saving mutual fund that gives deductions underneath Part 80C.
Efficiency Particulars:
Our View: This fund was launched in Oct-2022 and has quick time period efficiency historical past. This ELSS fund supplies tax advantages together with capital appreciation. Appropriate for traders trying to save tax and make investments for the long run.
#9 – LIC MF ELSS Tax Saver Fund
Funding Goal: A tax-saving fairness fund that gives long-term development and tax advantages.
Efficiency Particulars:
- 1-12 months Return: 12.23%
- 3-12 months Annualized Return: 17.3%
- 5-12 months Annualized Return: 16.4%
- 10-12 months Annualized Return: 11.4%
Our View: Just like different ELSS funds, this can be a good possibility for traders looking for tax financial savings underneath Part 80C.
#10 – SBI Multicap Fund
Funding Goal: The scheme invests throughout massive, mid, and small-cap shares to supply diversified publicity.
Efficiency Particulars:
Our View: This fund was launched in Mar-22 and has solely 2 years efficiency histsory. Multicap funds provide diversification and scale back danger in comparison with pure small or mid-cap funds. Appropriate for moderate-risk traders.
Conclusion: These top-performing mutual funds have delivered spectacular returns within the final 12 months. Nevertheless, previous efficiency doesn’t assure future returns. Traders ought to contemplate their danger urge for food, monetary targets, and funding horizon earlier than investing. Diversifying throughout totally different classes corresponding to large-cap, mid-cap, small-cap, and flexi-cap funds can assist handle dangers successfully.
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