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).

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

Suresh KP is the Founder of Myinvestmentideas. He is NISM Certified - Investment Adviser and NISM Certified - Research Analyst. He has been analyzing financial markets in the last 20 years.He can be reached at suresh@myinvestmentideas.com

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