Top 20 Best Performing Mutual Funds in India in the Last 5 years

Top 20 Best Performing Mutual Funds in India in the Last 5 years-minTop 20 Best Performing Mutual Funds in the Last 5 years


Sensex has touched 30K last week. There are several best performing mutual funds in the last 5 years. However, some could be good and some would have just boosted the returns in the bull-run. It is time to take stock of good performing mutual funds in such bull-run. I have analysed and filtered Top 20 Best Performing Mutual Funds in India in the last 5 years in this bullrun. This includes top performing mutual funds from large cap, midcap, smallcap, balanced funds and even tax saving mutual funds. All these are the best equity funds to invest in India.

Also Read: Best Aggressive Growth Mutual Funds to invest in India

How I filtered Top 20 Best Performing Mutual Funds in Last 5 years?


Here are the key parameters on how I filtered these Top Performing Mutual funds in India.

1) Mutual funds that gave highest returns in last 5 years, 3 years, 1 year and 3 months.

2) Picked mutual fund schemes that have good rating from value research online i.e. 5 Star, 4 Star and 3 Star ratings only considered.

3) Funds that gave consistent returns in the last 5 years are given importance rather than high returns in bull-run only.

4) Picked 5 mutual fund schemes each from large cap and midcap/smallcap segment. We have picked-up 3 mutual fund schemes each from diversified category and balanced category. Balance 4 funds are picked-up from tax saving category.

Top 20 Best Performing Mutual Funds in India in the Last 5 years


Top 5 Funds from Large cap Segment


Top#1 – Mirae Asset India Opps Fund

Fund Objective: The MF scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

Fund Performance: This fund has beaten its benchmark and provided 19% annualised returns in last 5 years and 31% returns in last 1 year in this bull run. Value Research Online rates it as 5 Star Fund. It has provided highest returns compared to its peers in all cycles in last 5 years. One of the good large cap funds to invest in India.

Top#2 – SBI Blue Chip Mutual Fund


Fund Objective: The scheme would invest in stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of BSE 100 Index.

Fund Performance: This fund has beaten its benchmark and provided 19% annualised returns in last 5 years. In the last 1 year it gave 22% returns in this bullrun. Value Research Online rates it as 5 Star. Another good equity fund to invest that has performed well in the last 5 years.

Top#3 – Birla SL Frontline Equity


Fund Objective:  This fund aims to generate long term growth of capital by diversifying across various industries/sectors in BSE 200.

Fund Performance: This fund has beaten its benchmark and provided 18% annualised returns in last 5 years. It gave 26% returns in the last 1 year in this bullrun. Value Research Online rates it as 5 Star. This one of my favorite large cap fund which performed well in the last 5 years.

Top#4 – Birla SL Top 100 Fund


Fund Objective: The scheme invests predominantly in a diversified portfolio of equity and equity related securities of top 100 companies based on market capitalization. The scheme may also invest in ADR/GDR & equities of listed overseas companies.

Fund Performance: This fund has beaten its benchmark and provided 18% annualised returns in last 5 years. In this bullrun, this scheme gave 26% returns in last 1 year. Value Research online rates it as 5 Star. One of the good mutual funds scheme to invest in India.

Top#5 – ICICI Pru Focused Blue Chip Fund


Fund Objective: This mutual fund's objective is to invest in 20 large cap companies from the top 200 stocks listed on the NSE on the basis of market capitalization. This fund's objective would get altered if assets cross more than 1,000 Crores (which we are seeing now) where it would invest beyond 200 stocks listed in the NSE.

Fund Performance: This fund has beaten its benchmark and provided 16% annualised returns in last 5 years. In last 1 year in this bullrun, it gave 28% returns. Value Research Online rates it as 4 Star. This is one of the best performing mutual funds in last 5 years.

Top 5 Mutual Funds from Midcap/Smallcap Segment


Top#6 – Reliance Small Cap fund


Fund Objective: This fund’s objective is to generate long-term capital appreciation from small-cap companies.

Fund Performance: This fund has beaten its benchmark and provided 31% annualised returns in last 5 years. In last 1 year it gave 45% returns. Value Research online rates it as 3 Star considering its short term operating history. One can keep small amount in this fund.

Top#7 – Mirae Asset Equities Blue Chip Fund


Fund Objective: This fund aims to generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have a market capitalization of at least Rs.100 Crores at the time of investment.

Fund Performance: This fund has beaten its benchmark and provided 29% annualised returns in last 5 years. In last 1 year it gave 44% returns indicating killer performance. Value Research Online rates it as 5 Star. It is one of the top and best performing mutual funds in last 5 years.

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Top#8 – DSP BR Micro Cap fund


Fund Objective: This fund’s objective is to generate long-term capital appreciation from a portfolio of small-cap companies.

Fund Performance: This was my favorite mid-cap fund, which I have been included in the top 10 funds being recommended earlier. This fund has beaten its benchmark and provided 30% annualised returns in last 5 years. In last 1 year this fund gave 42% returns indicating superior performance. Value Research online rated it as 5 Star. Currently this fund  is not accepting fresh investments, otherwise one of the good fund to invest in.

Top#9 – Principal Emerging Bluechip Fund


Fund Objective: This mutual fund scheme would invest between 65% to 95% in mid-cap stocks that has a market cap compared to benchmark Nifty Midcap 100 Index and 5% to 15% in Small Cap stocks.

Fund Performance: This fund has beaten all its peers and provided 27% annualised returns in last 5 years. In last 1 year this fund gave 41% returns indicating good performance. Value Research Online rates it as 4 Star. Even this too is one of the good midcap funds to invest in.

Top#10 – Franklin India Smaller Companies Fund

Fund Objective: This fund’s objective is to generate long-term capital appreciation from a portfolio of mid-cap and small-cap companies. It invests upto 75% in smaller companies.

Fund Performance: This was my first favorite smallcap fund, which I have been included in the top 10 funds being recommended earlier. This fund has beaten its benchmark and provided 30% annualised returns in last 5 years. In last 1 year in this bull run, this fund gave 36% returns. Value Research Online rates it as 4 Star fund. One of the best smallcap mutual funds that has performed well in the last 5 years.

Top 3 Mutual Funds from Diversified Segment


Top#11 – Franklin India High Growth Cos Mutual Fund


Fund Objective:  The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forward price/sales, and discounted EPS.

Fund Performance: This fund has beaten its peers and provided 23% annualised returns in last 5 years. In last 1 year, this fund gave 30% returns. Value Research Online rates it as 5 Star. One of the top diversified mutual funds to invest in.

Top#12: ICICI Pru Value Discovery Fund


Fund Objective: Fund invests in diversified portfolio for long term gain.

Fund Performance: This fund has beaten its peers and provided 22% annualised returns in last 5 years. In last 1 year, this fund gave 24% returns. Value Research Online rates it as 5 Star. One of the good diversified mutual funds to invest in India.

Top#13: Kotak Select Focus Fund


Fund Objective: The mutual fund scheme aims for capital appreciation from a diversified portfolio of equity and equity related instruments, generally focused on a few selected sectors.

Fund Performance: This fund has beaten its peers and provided 21% annualised returns in last 5 years. In last 1 year, this fund gave 34% returns. Value Research Online rates it as 4 Star. One of the best diversified mutual funds to invest in India.

Top 3 Mutual Funds from Balanced Segment


Top#14 – L&T India Prudence Fund


Fund Objective: The fund scheme aims periodic returns and long-term capital appreciation from a balanced portfolio of debt and equity.

Fund Performance: This fund has beaten its peers and provided 18% annualised returns in last 5 years. In last 1 year, this fund gave 22% returns. Value Research Online rates it as 4 Star. One of the best performing balanced mutual funds in the last 5 years.

Also Read: Sector Mutual Funds can double your money in 2-3 years – Who can invest?

Top#15 – ICICI Balanced Mutual Fund


Fund Objective: The scheme invests in equities and related securities as well as fixed income and money market securities. It invests 60% minimum in equity and balance in debt related instruments.

Fund Performance: This fund has beaten its peers and provided 18% annualised returns in last 5 years. In last 1 year, this fund gave 29% returns. Value Research Online rates it as 4 Star. One of the top hybrid mutual funds to invest in India.

Top#16 – HDFC Balanced Mutual Fund


Funds objective: This mutual fund scheme aims to generate capital appreciation from a combined portfolio of equity and debt instruments. This scheme invests up to 60% in equity and balance in debt related instruments.

Fund Performance: This fund has beaten its peers and provided 17% annualised returns in last 5 years. In last 1 year, this fund gave 25% returns. Value Research Online rates it as 4 Star. One of the best balanced mutual funds to invest in India.

Top 4 Tax Saving Mutual Funds


Top#17 – Axis Long Term Equity Fund


Strategy of the ELSS fund: The ELSS scheme is to generate regular long term capital growth from a diversified portfolio of equity and equity related securities in India. The MF Scheme will invest in a company that has strong growth and sustainable business model.

Fund Performance: This fund has beaten its peers and provided 22% annualised returns in last 5 years. In last 1 year, this fund gave 21% returns. Value Research Online rates it as 5 Star. One of the best Tax Saving mutual funds to invest in India.

Top#18 – DSP BR Tax Saver Fund


Strategy of the ELSS fund: The mutual fund scheme aims to generate medium to long-term capital appreciation from a diversified stock portfolio of equity and equity related securities along with tax savings.

Fund Performance: This fund has beaten its peers and provided 21% annualised returns in last 5 years. In last 1 year, this fund gave 33% returns. Value Research Online rates it as 5 Star. One of the good Tax Saving mutual funds to invest in India.

Top#19 – Reliance Tax Saver Fund


Strategy of the ELSS fund: The MF scheme aims to generate L/T capital appreciation from a stock portfolio that is invested predominantly in equity and equity related instruments in India.

Fund Performance: This fund has beaten its peers and provided 20% annualised returns in last 5 years. In last 1 year, this fund gave 32% returns. Value Research Online rates it as 4 Star. One of the top Tax Saving mutual funds to invest in India.

Top#20 – Birla SL Tax Relief 96 Fund


Strategy of the ELSS fund: This mutual fund scheme aims for long term capital appreciation by investing upto 80% in equity and balance in debt related instruments.

Fund Performance: This fund has beaten its peers and provided 20% annualised returns in last 5 years. In last 1 year, this fund gave 25% returns. Value Research Online rates it as 5 Star. One of the best performing Tax Saving mutual funds in the last 5 years.

Also Read: Motilal Oswal Buy Right Sit Tight Mutual Funds – Should you invest?

Summary of these Top 20 Best Performing Mutual Funds in last 5 years


List of Top 20 Best Performing Mutual Funds in India in the Last 5 years-min

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Suresh

Top 20 Best Performing Mutual Funds in India in the Last 5 years

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