Investing in fairness mutual funds comes with market dangers, and it’s uncommon to seek out funds that constantly generate constructive returns each single 12 months. Nonetheless, sure mutual funds have stood the check of time and delivered constructive returns yearly for the final 10 years. On this article, we are going to focus on 20 such fairness mutual funds that generated constructive returns yearly in final 10 years throughout 2015 to 2024, classify them primarily based on their class, and analyze how every class has carried out.
How we filtered these funds?
Market volatility usually ends in years of unfavorable returns for mutual funds. Even top-performing funds could expertise a down 12 months. Nonetheless, the 20 mutual funds listed under have maintained a constructive streak for a whole decade, making them sturdy contenders for constant wealth creation.
We filtered all fairness funds excluding ETFs. We acquired 775 mutual funds listing.
We additional segregated and brought out funds which have constructive returns each single 12 months throughout 2015 to 2024. We acquired precisely 20 fairness mutual funds. Whereas these have generated constructive returns yearly, these additionally multipled traders cash which is ranging between 91% to 186% throughout this era.
Classification of Funds by Class
The 20 fairness mutual funds are labeled into the next classes:
- Giant Cap Funds
- Flexi Cap Funds
- Mid & Giant Cap Funds
- Multi Cap Funds
- ELSS (Tax Saver) Funds
- Thematic/Consumption Funds
- Worldwide Funds
Listing of 20 Fairness Mutual Funds with Constructive Returns Each Yr within the Final 10 Years (2015 to 2024)
Right here is the efficiency of those funds over the past 10 years.
| Funds | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset Nice Client Fund | 5.27 | 3.29 | 53.08 | 3.17 | 10.45 | 13.00 | 35.18 | 8.89 | 34.87 | 18.74 |
| Canara Robeco Client Tendencies Fund | 2.86 | 4.29 | 42.50 | 3.31 | 14.28 | 22.09 | 31.90 | 7.60 | 27.97 | 21.64 |
| Canara Robeco ELSS Tax Saver Fund | 1.14 | 0.54 | 33.02 | 3.53 | 11.77 | 28.68 | 36.81 | 1.22 | 25.20 | 18.71 |
| Taurus ELSS Tax Saver Fund | 3.43 | 4.54 | 38.61 | 0.61 | 8.38 | 14.63 | 20.95 | 7.31 | 29.56 | 22.01 |
| ICICI Prudential ELSS Tax Saver | 5.31 | 5.29 | 27.64 | 1.53 | 9.68 | 14.34 | 34.65 | 3.06 | 23.96 | 17.05 |
| LIC MF ELSS Tax Saver | 2.30 | 1.79 | 38.16 | 0.14 | 9.02 | 10.37 | 27.52 | 1.45 | 26.72 | 23.99 |
| Kotak Flexicap Fund | 3.95 | 10.75 | 35.86 | 0.16 | 13.36 | 12.89 | 26.59 | 5.98 | 25.31 | 17.36 |
| ICICI Prudential Passive Technique Fund (FOF) | 1.74 | 11.62 | 19.57 | 4.34 | 7.15 | 11.09 | 30.71 | 4.50 | 29.65 | 16.05 |
| ICICI Prudential World Steady Fairness Fund (FOF) | 6.01 | 8.18 | 7.71 | 0.07 | 23.61 | 4.10 | 20.51 | 3.05 | 12.04 | 6.15 |
| Invesco India Giant & Mid Cap Fund | 5.80 | 5.19 | 42.02 | 1.24 | 11.94 | 14.65 | 31.44 | 0.89 | 33.20 | 38.72 |
| Nippon India Giant Cap Fund | 1.85 | 3.43 | 39.91 | 0.86 | 8.15 | 5.85 | 33.42 | 12.30 | 33.23 | 19.13 |
| Canara Robeco Bluechip Fairness Fund | 0.64 | 3.00 | 32.77 | 4.52 | 17.20 | 24.85 | 26.51 | 2.29 | 23.74 | 19.04 |
| ICICI Prudential Bluechip Fund | 0.79 | 8.81 | 33.92 | 0.21 | 10.50 | 14.20 | 29.96 | 7.53 | 28.14 | 17.39 |
| Mirae Asset Giant Cap Fund | 5.12 | 8.93 | 39.57 | 0.22 | 13.97 | 14.96 | 29.13 | 2.65 | 19.65 | 13.68 |
| Edelweiss Giant Cap Fund | 1.50 | 1.16 | 34.99 | 2.50 | 12.96 | 19.28 | 25.17 | 5.03 | 27.63 | 16.27 |
| Groww Giant Cap Fund | 5.38 | 6.21 | 35.65 | 0.18 | 13.55 | 9.86 | 19.07 | 5.86 | 23.75 | 14.08 |
| JM Giant Cap Fund | 0.27 | 3.63 | 21.93 | 2.02 | 5.91 | 19.38 | 24.56 | 4.17 | 30.52 | 16.67 |
| LIC MF Giant Cap Fund | 0.19 | 3.16 | 28.47 | 0.05 | 15.54 | 15.61 | 26.63 | 0.64 | 18.84 | 15.45 |
| ICICI Prudential Multicap Fund | 3.77 | 11.35 | 29.57 | 1.19 | 7.01 | 10.27 | 37.62 | 5.61 | 36.48 | 21.50 |
| ICICI Prudential FMCG Fund | 5.66 | 1.79 | 36.41 | 8.03 | 5.51 | 10.46 | 20.45 | 19.34 | 24.33 | 1.56 |
Classification by Mutual Fund Class
#1 – Giant Cap Funds
Giant-cap funds make investments primarily within the prime 100 corporations by market capitalization. These funds are comparatively secure and appropriate for conservative fairness traders.
Listing of Giant Cap Funds with 10-Yr Constructive Returns:
| Fund Title | Final 10 Years Returns (%) |
|---|---|
| Nippon India Giant Cap Fund | 158 |
| Canara Robeco Bluechip Fairness Fund | 155 |
| ICICI Prudential Bluechip Fund | 151 |
| Mirae Asset Giant Cap Fund | 148 |
| Edelweiss Giant Cap Fund | 146 |
| Groww Giant Cap Fund | 134 |
| JM Giant Cap Fund | 129 |
| LIC MF Giant Cap Fund | 125 |
These funds have proven sturdy progress, with Nippon India Giant Cap Fund producing 158% whole returns over the past decade.
#2 – Flexi Cap Funds
Flexi cap funds present fund managers the pliability to take a position throughout giant, mid, and small-cap shares. This flexibility helps them capitalize on alternatives throughout market segments.
Listing of Flexi Cap Funds:
| Fund Title | Final 10 Years Returns (%) |
|---|---|
| Kotak Flexicap Fund | 152 |
| ICICI Prudential Passive Technique Fund (FOF) | 136 |
#3 – Giant & Mid Cap Funds
Giant & mid-cap funds make investments at the very least 35% every in large-cap and mid-cap shares, balancing stability and excessive progress potential.
Fund Underneath This Class:
| Fund Title | Final 10 Years Returns (%) |
|---|---|
| Invesco India Giant & Mid Cap Fund | 185 |
#4 – Multi Cap Funds
Multi-cap funds make investments throughout giant, mid, and small caps whereas sustaining at the very least 25% publicity to every.
Fund Underneath This Class:
| Fund Title | Final 10 Years Returns (%) |
|---|---|
| ICICI Prudential Multicap Fund | 164 |
#5 – ELSS (Tax Saver) Funds
ELSS funds provide tax advantages underneath Part 80C and have a compulsory lock-in interval of three years.
ELSS Funds With 10-Yr Constructive Returns:
| Fund Title | Final 10 Years Returns (%) |
|---|---|
| Canara Robeco ELSS Tax Saver Fund | 161 |
| Taurus ELSS Tax Saver Fund | 150 |
| ICICI Prudential ELSS Tax Saver | 143 |
| LIC MF ELSS Tax Saver | 141 |
#6 – Thematic & Consumption Funds
Thematic funds concentrate on particular sectors or themes, equivalent to FMCG, consumption, or rising traits.
Listing of Thematic Funds:
| Fund Title | Final 10 Years Returns (%) |
|---|---|
| Mirae Asset Nice Client Fund | 186 |
| Canara Robeco Client Tendencies Fund | 178 |
| ICICI Prudential FMCG Fund | 134 |
Mirae Asset Nice Client Fund tops the listing with 186% returns, indicating the sturdy efficiency of India’s consumption sector.
#7 – Worldwide Fund
Worldwide funds put money into world equities, offering diversification past the Indian markets.
| Fund Title | Final 10 Years Returns (%) |
|---|---|
| ICICI Prudential World Steady Fairness Fund (FOF) | 91 |
Ought to You Spend money on These Funds?
These funds have delivered constructive returns yearly previously decade, indicating sturdy efficiency. Nonetheless, previous efficiency doesn’t assure future returns. Listed below are just a few key takeaways:
- Diversify throughout classes: Giant-cap funds present stability, whereas flexi-cap and multi-cap funds provide progress potential.
- Take into account danger tolerance: Thematic and sector funds like consumption funds could be excessive danger but in addition excessive reward.
- Evaluate the funding horizon: Lengthy-term traders can profit probably the most from fairness funds.
Conclusion: Discovering mutual funds which have by no means given unfavorable returns within the final 10 years are uncommon. The funds talked about on this listing have demonstrated sturdy efficiency and consistency. Buyers searching for regular progress can discover these funds primarily based on their funding targets and danger urge for food.
Do you may have any of those funds in your portfolio? Share your ideas within the feedback!
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