Think about you had invested ₹1 lakh on twenty third January 2015. At this time (i.e., twenty third January 2025), you might have ended up with ₹6.9 lakh. Sure. You might have elevated your funding by nearly seven instances. That’s the ability of compounding.
Mutual funds have been a cornerstone for wealth creation. A simple method to diversify your portfolio and earn excessive returns. During the last decade, a number of funds have persistently outperformed, delivering distinctive.
Let’s discover the mutual funds that gave the very best returns over the previous 10 years.
What Are Mutual Funds?
A mutual fund swimming pools cash from many buyers to spend money on a diversified portfolio of equities, bonds and different securities. They’re managed by skilled fund managers and goal to generate returns according to the fund’s goals, whether or not it’s progress, common revenue or simply for capital preservation.
Prime-Performing Mutual Funds Over the Final Decade
| S. no. | Fund Identify | AUM (₹ in crore) | 10 12 months Returns (%) | 10 12 months Returns (Development of ₹1 lakh) | Expense Ratio (%) |
|---|---|---|---|---|---|
| 1 | Nippon India Small Cap Fund | 61,974 | 21.35 | 692,298 | 0.68 |
| 2 | Quant Small Cap Fund | 26,670 | 20.32 | 635,667 | 0.65 |
| 3 | Quant ELSS Tax Saver Fund | 10,513 | 20.16 | 627,348 | 0.59 |
| 4 | Motilal Oswal Midcap Fund | 26,421 | 19.42 | 589,684 | 0.65 |
| 5 | Edelweiss Mid Cap Fund | 8,666 | 18.74 | 557,256 | 0.38 |
| 6 | Quant Mid Cap Fund | 8,891 | 18.56 | 548,579 | 0.59 |
| 7 | Kotak Rising Fairness Fund | 53,079 | 18.35 | 539,034 | 0.38 |
| 8 | Motilal Oswal ELSS Tax Saver Fund | 4,415 | 18.31 | 537,267 | 0.64 |
| 9 | Invesco India Mid Cap Fund | 6,150 | 18.20 | 532,361 | 0.58 |
| 10 | Parag Parikh Flexi Cap Fund | 87,539 | 17.98 | 522,556 | 0.63 |
10. Parag Parikh Flexi Cap Fund
- 10-12 months CAGR: 17.98%
- Development of ₹1 lakh: ₹5.2 lakh
- AUM: ₹87,539 crore
- Expense Ratio: 0.63%
Parag Parikh Flexi Cap Fund leverages its flexibility to speculate throughout large-cap, mid-cap and small-cap shares globally. The fund’s mechanism features a thorough evaluation of worldwide markets and firms like Alphabet and Microsoft to make sure diversification. It additionally emphasises long-term worth investing to minimise dangers and maximise returns.
9. Invesco India Mid Cap Fund
- 10-12 months CAGR: 18.20%
- Development of ₹1 lakh: ₹5.3 lakh
- AUM: ₹6,150 crore
- Expense Ratio: 0.58%
Invesco India Mid Cap Fund emphasises mid-cap corporations with sturdy progress trajectories. Its mechanism contains complete sector evaluation and a give attention to corporations with enterprise fashions with potential and aggressive benefits. It invests in industries like finance, engineering and chemical compounds to make sure diversification.
8. Motilal Oswal ELSS Tax Saver Fund
- 10-12 months CAGR: 18.31%
- Development of ₹1 lakh: ₹5.3 lakh
- AUM: ₹4,415 crore
- Expense Ratio: 0.64%
This ELSS fund gives tax financial savings whereas specializing in mid-cap shares with progress potential. The fund’s mechanism depends on figuring out sector leaders and firms with monetary efficiency. It maintains a diversified portfolio throughout sectors like shopper items, IT and prescribed drugs.
7. Kotak Rising Fairness Fund
- 10-12 months CAGR: 18.35%
- Development of ₹1 lakh: ₹5.4 lakh
- AUM: ₹53,079 crore
- Expense Ratio: 0.38%
The Kotak Rising Fairness Fund specialises in mid-cap corporations with comparatively larger progress potential. The fund’s mechanism entails rigorous inventory screening based mostly on monetary well being, market place and progress prospects. It invests throughout numerous industries, together with software program, prescribed drugs and auto ancillaries, to create a balanced portfolio with probably larger returns.
6. Quant Mid Cap Fund
- 10-12 months CAGR: 18.56%
- Development of ₹1 lakh: ₹5.5 lakh
- AUM: ₹8,891 crore
- Expense Ratio: 0.59%
The Quant Mid Cap Fund focuses on mid-cap shares with important progress potential. Its mechanism contains a mixture of bottom-up inventory choice and top-down macroeconomic evaluation. This method ensures the identification of corporations with sturdy financials and scalable enterprise fashions throughout numerous sectors like healthcare, banking and IT.
5. Edelweiss Mid Cap Fund
- 10-12 months CAGR: 18.74%
- Development of ₹1 lakh: ₹5.6 lakh
- AUM: ₹8,666 crore
- Expense Ratio: 0.38%
Edelweiss Mid Cap Fund follows a growth-oriented method, specializing in mid-cap shares with sturdy fundamentals. The fund’s mechanism entails figuring out business developments and firms poised to profit from them. Its portfolio spans sectors like specialised finance and engineering, with a relatively decrease expense ratio that improves internet returns.
4. Motilal Oswal Midcap Fund
- 10-12 months CAGR: 19.42%
- Development of ₹1 lakh: ₹5.9 lakh
- AUM: ₹26,421 crore
- Expense Ratio: 0.65%
The Motilal Oswal Midcap Fund targets mid-cap corporations which are leaders of their respective industries. The fund employs a “purchase proper, sit tight” philosophy, specializing in high-quality companies with aggressive benefits. Its sector allocation contains IT, chemical compounds and healthcare.
3. Quant ELSS Tax Saver Fund
- 10-12 months CAGR: 20.16%
- Development of ₹1 lakh: ₹6.3 lakh
- AUM: ₹10,513 crore
- Expense Ratio: 0.59%
This ELSS fund combines tax financial savings with capital progress by investing in a mixture of giant and mid-cap shares. The fund’s mechanism entails concentrating on corporations with sturdy financials and progress trajectories, significantly in sectors like engineering, prescribed drugs and shopper items. Its tax-saving function is a major draw for you, if you’re on the lookout for twin advantages.
2. Quant Small Cap Fund
- 10-12 months CAGR: 20.32%
- Development of ₹1 lakh: ₹6.4 lakh
- AUM: ₹26,670 crore
- Expense Ratio: 0.65%
Quant Small Cap Fund employs a various funding technique targeted on small-cap shares which have sturdy progress prospects. The fund leverages quantitative fashions and macroeconomic evaluation to find out asset allocation and sector focus. This proactive method permits the fund to adapt to altering market circumstances and capitalise on developments in sectors like prescribed drugs, meals processing and telecom.
Final however however not the least:
1. Nippon India Small Cap Fund
- 10-12 months CAGR: 21.35%
- Development of ₹1 lakh: ₹6.9 lakh
- AUM: ₹61,974 crore
- Expense Ratio: 0.68%
The Nippon India Small Cap Fund focuses on investing in small-cap corporations with probably larger progress potential. The fund’s mechanism entails figuring out rising companies throughout sectors like chemical compounds, banking and engineering. It makes use of in-depth market analysis and a bottom-up method to pick corporations which are basically sturdy and positioned for long-term progress. The portfolio is actively managed to capitalise on alternatives whereas mitigating dangers by diversification.
Key Takeaways From These Mutual Funds
1. Consistency Via Market Cycles
These funds have demonstrated progress throughout varied market circumstances, making them appropriate for long-term funding.
2. Energy of Compounding
A ten-year horizon permits the advantages of compounding to considerably enhance the worth of your investments.
3. Expense Ratio Issues
Funds with decrease expense ratios, similar to Edelweiss Mid Cap Fund, maximise investor returns over time.
Wrapping Up
The final decade has seen record-breaking performances from these mutual funds, every excelling resulting from its funding technique and sector focus. Whether or not you’re a younger investor simply beginning your monetary journey or somebody seeking to diversify your portfolio, these funds supply nice alternatives for progress.
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