Mutual funds have become popular investment instruments in the ever-changing financial markets, providing diversified portfolios supervised by experts. It is crucial for investors looking to build wealth, security, and growth to comprehend how mutual funds perform. Certain Indian funds have performed remarkably well over the last five years, consistently exceeding benchmarks and generating returns.
For those looking to maximise their investment portfolios, investigating the best-performing mutual funds over this time period offers insightful information about market patterns, fund management techniques, and possible investment possibilities.
FUND CATEGORIES:-
EQUITY FUNDS
- Quant Infrastructure Fund Direct Growth- displayed 42% beneficial 5 year annual return.
- Quant Small Cap Fund Direct Plan Growth- raised 5 year annual return by 40.19%
- Bank Of India Small Cap Fund Direct Growth- an average increase of 34.17% was seen
- Tata Small Cap Fund Direct Growth- provides 33.44% increased returns in 5 years.
DEBT FUNDS
- Aditya Birla Sun Life Medium Term Plan Direct Growth- 9.31%
- DSP Government Securities- 8.78%
- SBI Magnum Gilt Fund Direct Growth- 8.41%
- ICICI Prudential Gilt Fund- 8.33%
HYBRID FUNDS
- Quant Multi Asset Fund Direct Growth- 30.11%
- Quant Absolute Fund Direct Growth- 26.02%
- BOI Mid and Small Cap Equity Debt Fund Direct Growth- 23.30%
- ICICI Prudential Equity and Debt Fund Direct Growth- 21.33
Data source: – Best Performing Mutual Funds in India in Last 5 Years
