Essel Group18 min ago
Top 7 Equity Mutual Funds With up to 43% Return in 5 Years: Rs 1,20,000 one-time investment in No. 1 fund has turned into Rs 7,09,573; know about others
- Written by Shaghil Bilali
Published: Zee Business| Updated: Zee Business
Top 7 Mutual Funds With Highest Returns in 5 Years: Investors who want to take the benefit of equity investments without investing directly in them take the mutual fund route. Equity mutual funds invest in a pool of stocks, mitigating market risk to a great extent. However, mutual fund investment is suitable for investors having a long-term horizon, whether they are investing through the systematic investment plan (SIP) route or lump sum. In the lump sum route, they invest their amount in one go. A lump sum investment in an equity fund is the best when the stock market is down. However, it is impossible to know if the market will recover or slip further. So, the lump sum investment is not ideal for the short term. Many equity funds from the small, mid, large, ELSS, sectoral, and thematic categories have multiplied investor wealth multiple times in the last few years. Here, we take you through the top 7 equity mutual funds that have given the highest annualised return (CAGR) in the last 5 years. Also know how a one-time investment of Rs 1,20,000 has grown in each of them in the 5-year period.
(Note: NAV rates in the story are as on March 7, 2025).
Photos: Unspalsh/Pixabay/Pexels
1/14
Quant Small Cap Fund - Direct Plan
1/14The fund has given 42.68 per cent annualised return in the 5-year period. It has assets under management (AUM) of Rs 22,832 crore, while its net asset value (NAV) is Rs 244.2255. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 17.56 per cent annualised return since its inception in January 2013.
2/14
Quant Small Cap Fund - Direct Plan
2/14At an expense ratio of 0.68 per cent, the fund has Rs 1,000 as the minimum SIP and Rs 5,000 as the minimum lump sum investment. A Rs 1,20,000 one-time investment in 5 years has jumped to Rs 7,09,572.46.
3/14
Bandhan Small Cap Fund - Direct Plan
3/14The fund has given 34.45 per cent annualised return the 5-year time frame. It has assets under management (AUM) of Rs 9,236 crore, while its net asset value (NAV) is Rs 43.4350. Benchmarked against BSE 250 SmallCap TRI, the fund has given 33.89 per cent annualised return since its launch in February 2020.
4/14
Bandhan Small Cap Fund - Direct Plan
4/14With an expense ratio of 0.46 per cent, the fund has Rs 100 as the minimum SIP and Rs 1,000 as the minimum lump sum investment. A Rs 1,20,000 one-time investment in the 5-year period has converted into Rs 5,27,211.99.
5/14
ICICI Prudential Infrastructure Fund - Direct Plan
5/14The fund has given 31.99 per cent annualised return in the 5-year period. It has a fund size of Rs 7,435 crore, while its unit price is Rs 184.5600. Benchmarked against BSE India Infrastructure TRI, the fund has given 16.67 per cent annualised return since its debut in January 2013.
6/14
ICICI Prudential Infrastructure Fund - Direct Plan
6/14At an expense ratio of 1.16 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 1,20,000 one-time investment in the fund has jumped to Rs 4,80,713.58 in the 5-year time frame.
7/14
Nippon India Small Cap Fund - Direct Plan
7/14The fund has given 31.98 per cent annualised return in 5 years. Its AUM is Rs 57,010 crore, while its NAV is Rs 163.5139. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 24.79 per cent annualised return since its starting in January 2013.
8/14
Nippon India Small Cap Fund - Direct Plan
8/14With an expense ratio of 0.74 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 1,20,000 one-time investment in the fund has grown to Rs 4,80,531.5 in 5 years.
9/14
Quant ELSS Tax Saver Fund - Direct Plan
9/14The fund has given 31.32 per cent annualised SIP return in 5 years. It has AUM of Rs 9,486 crore, while its NAV is Rs 356.4586. Benchmarked against NIFTY 500 TRI, the fund has given 19.90 per cent annualised return since its debut in January 2013.
10/14
Quant ELSS Tax Saver Fund - Direct Plan
10/14At an expense ratio of 0.50 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each. A Rs 1,20,000 one-time investment in the fund has jumped to Rs 4,68,635.97 in the 5-year period.
11/14
Quant Mid Cap Fund - Direct Plan
11/14The fund has given 31.09 per cent annualised return in the 5-year period. It has an asset base of Rs 8,608 crore, while its NAV is Rs 217.7349. Benchmarked against NIFTY Midcap 150 TRI, the fund has given 17.49 per cent annualised return since its inception in January 2013.
12/14
Quant Mid Cap Fund - Direct Plan
12/14With an expense ratio of 0.62 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 1,20,000 one-time investment in the fund has jumped to Rs 4,64,546.36 in the 5-year time frame.
13/14
Bank of India Small Cap Fund - Direct Plan
13/14The fund has given 30.69 per cent annualised SIP return in the 5-year time frame. It has an asset base of Rs 1,556 crore, while its unit price is Rs 44.9800. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 27.44 per cent annualised return since its beginning in December 2018.
14/14
Bank of India Small Cap Fund - Direct Plan
14/14At an expense ratio of 0.54 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 1,20,000 one-time investment in the fund has jumped to Rs 4,57,502.04 in the 5-year period.
- 1
- 2
- 3
- 4
- 5
- 6