4 Best Mutual Funds doubling every 5 years consistently

Historically, equity has generated 10% average returns in the long term. Investment in equity generally getting doubled every 7 to 8 years time frame. Do you know that there are some mutual fund schemes that are generating 100% returns every 5 years consistently. These are not sector or thematic mutual funds which are high risk. Means these equity funds are doubling investors’ money consistently. In this article we would provide Best Mutual Fund Schemes doubling every 5 years consistently till now.

Also Read: This Mutual Fund gave highest SIP returns in 5 years

What is doubling in mutual funds we are referring here?

In simple terms, we are talking about mutual funds that are doubling investors money i.e. 100% returns in 5 years.

When we are in 2022, we refer 5 year window as 1-Jan-2018 to till date in 2022 (5 years) and 1-Jan-2013 to 31-Dec-2017 (5 years).

4 Best Mutual Funds doubling every 5 years consistently

How we filtered Mutual Fund Schemes that are doubling every 5 years?

1) We have considered all equity mutual funds, hybrid funds, solution based mutual funds and Index/ETFs.

2) We have excluded debt mutual funds and liquid funds here.

3) We have considered only direct plan mutual funds.

4) If we apply above filters, we got the list of 278 mutual funds.

2) We have filtered funds that doubled money for 5 year period from 2018-2022 and 2013-2017 consistently. We got a list of only 4 mutual fund schemes now.

Top and Best Mutual Funds doubling every 5 years consistently

Here is the list of mutual fund schemes after applying above filters.

#1 – Axis Small Cap Fund

#2 – Quant Flexi Cap Fund

#3 – Quant Active Fund

#4 – Quant Tax Plan

Top Funds that are doubling every 5 years – Detailed View

Let us get into more info about these funds

#1 – Axis Small Cap Fund

This mutual fund scheme invests predominantly in small cap stocks in India.

Currently this fund invests 48% in small cap, 48% in Midcap and 4% in large cap stocks.

A) Fund Performance – Annualised Returns

  • Last 8 years-11 months – 25%
  • Last 5 years – 21%
  • Last 3 years – 19%
  • Last 1 year – 9%

B) Fund Performance – Rolling Returns

From a 3 year rolling return perspective, this fund generated:

  • Over 12% returns – 72% of the times
  • 1% to 12% returns – 27.8% of the times
  • Negative returns – 0.2% of the times

From a 5 year rolling return perspective, this fund generated:

  • Over 12% returns – 85% of the times
  • 1% to 12% returns – 15% of the times
  • Negative returns – Zero times

C) Fund Performance – Lump sum

2013-2017 – 1 lac turned 2.4 lacs

2018-2022 till date – 1 lac turned 2.01 lacs

This fund has generated a 25% annualized return since inception of 2013. This fund is able to beat its peers consistently in the last 5 to 10 years. With the lowest expense ratio of 0.52%, this is one of the Best small cap mutual fund schemes that is getting doubled every 5 years.

#2 – Quant Flexi Cap Fund

This mutual fund scheme invests in a diversified portfolio of large cap, mid cap and small cap companies in India.

Currently this fund invests 70% in largecap, 27% in midcap and 3% in smallcap companies.

A) Fund Performance – Annualised Returns

  • Last 10 years – 19.4%
  • Last 5 years – 19.7%
  • Last 3 years – 38%
  • Last 1 year – 7%

B) Fund Performance – Rolling Returns

From a 3 year rolling return perspective, this fund generated:

  • Over 12% returns – 56% of the times
  • 1% to 12% returns – 34% of the times
  • Negative returns – 10% of the times

From a 5 year rolling return perspective, this fund generated:

  • Over 12% returns – 66% of the times
  • 1% to 12% returns – 34% of the times
  • Negative returns – Zero times

C) Fund Performance – Lumpsum

2013-2017 – 1 lac turned 2.14 lacs

2018-2022 till date – 1 lac turned 2 lacs

This fund has generated a 19.4% annualized return since inception of 2013. This fund is able to beat its peers consistently in the last 5 to 10 years. With the lowest expense ratio of 0.58%, this is one of the Best Flexicap mutual fund schemes in India that is getting doubled every 5 years.

#3 – Quant Active Fund

Even this mutual fund scheme invests in diversified portfolio of largecap, mid cap and small cap companies in India however with a cap of 25% per segment, hence is classified as multicap fund.

Currently this fund invests 46% in largecap, 36% in midcap and 18% in smallcap companies.

  1. A) Fund Performance – Annualised Returns
  • Last 10 years – 21%
  • Last 5 years – 24%
  • Last 3 years –37%
  • Last 1 year – 11%

B) Fund Performance – Rolling Returns

From a 3 year rolling return perspective, this fund generated:

  • Over 12% returns – 72% of the times
  • 1% to 12% returns – 26% of the times
  • Negative returns – 2% of the times

From a 5 year rolling return perspective, this fund generated:

  • Over 12% returns – 71% of the times
  • 1% to 12% returns – 29% of the times
  • Negative returns – Zero times

C) Fund Performance – Lumpsum

2013-2017 – 1 lac turned 2.1 lacs

2018-2022 till date – 1 lac turned 2.15 lacs

This fund has generated a 21% annualized return since inception of 2013. This fund is able to beat its peers consistently in the last 5 to 10 years. With the lowest expense ratio of 0.58%, this is one of the Best Multicap mutual fund schemes which is doubling every 5 years.

#4 – Quant Tax Plan

The investment objective of the fund is to generate capital appreciation by investing predominantly in a well diversified portfolio of equity shares with growth potential and also provide tax savings u/s 80c up to Rs 1.5 lacs.

Currently this fund invests 66% in largecap, 29% in midcap and 5% in smallcap companies.

A) Fund Performance – Annualised Returns

  • Last 10 years – 22%
  • Last 5 years – 24%
  • Last 3 years – 42%
  • Last 1 year – 16%

B) Fund Performance – Rolling Returns

From a 3 year rolling return perspective, this fund generated:

  • Over 12% returns – 63% of the times
  • 1% to 12% returns – 31.5% of the times
  • Negative returns – 5.5% of the times

From a 5 year rolling return perspective, this fund generated:

  • Over 12% returns – 81% of the times
  • 1% to 12% returns – 19% of the times
  • Negative returns – Zero times

C) Fund Performance – Lumpsum

2013-2017 – 1 lac turned 2.1 lacs

2018-2022 till date – 1 lac turned 2.25 lacs

This fund has generated a 21.9% annualized return since inception of 2013. This fund is able to beat its peers consistently in the last 5 to 10 years. With the lowest expense ratio of 0.57%, this is one of the Best ELSS mutual fund schemes which is getting doubled every 5 years.

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Suresh KP

16 comments

  • Savai

    Hi Suresh, in raising interest rate scenario, which type of debt fund is good option for investing for 3-4 years period ?

    • Hello Savai, The interest rate hike is still not over. We would see this for next 6 months to 1 year too. Better to invest in short duration funds or ultra short duration funds which would have less negative impact due to such rate hike.

  • kumar raja

    Dear Suresh,

    Currently i am investing in the below funds through SIP

    Parag Parikh Flexi Cap Dir-G — 10,000
    Axis Small Cap Dir-G — 10,000
    Canara Robeco Bluechip Eqt Dir-G — 2,000

    I am having a lumpsum of Rs. 9,00,000.00. want to invest this amount. is it good time to invest. which fund i have to invest and how much per month. Please advice further, funds are good or need to change any funds.

  • Pranav

    Hi Suresh kp sir,
    I want to achieve 100cr goal in 30years.
    Pls suggest me best mutual funds with minimum amount to invest per month.
    I mean mutual funds with best returns.

    Thank you.

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