Skip to content

BEAST INVESTOR

10 Best performing mutual funds in India in last 5 and 10 years

Best performing mutual funds

Saving is good, but investing is profitable.

And the mutual fund is the best option where you can invest money and earn better returns.

Mutual funds are best for those who don’t have time to analyze stocks by themselves.

Mutual funds have their portfolio of stocks or other assets depending on the fund type.

Investing in mutual funds for more than 10 years can increase your return exponentially with the help of compounding.

In this article, you’ll see the 10 best performing mutual funds in India in the last 10 years.

4 Best performing mutual funds in the last 5 years in India

Here you’ll see the 4 best performing mutual funds from last year which perform better than their peers.

The one common thing in these all-mutual funds is that all best performing mutual funds belong to one fund house.

That fund house is Quant mutual fund.

Quant Tax Plan Direct Plan-Growth

Quant tax plan fund has given a return of 20.27% since its inception.

and over the last 5 years fund has given a consistent CAGR of 20.85%.

The fund has 5 stars rating out of 5, given by value research.

The fund manages Rs 1370.20 crore worth of assets.

You can start investing in this fund as low as Rs 500.

The current net asset value of a fund as of 14 July 2022 is Rs 226.98, and the expense ratio of the fund is 0.57%.

The fund has a 0% exit load, meaning you do not need to pay any amount at the time of selling/redemption.

99.3% of fund assets are invested in equity.

The top 5 companies the fund has invested in are State bank of India, ITC Ltd., ICICI Bank, Patanjali foods, and in Adani enterprises.

Quant Infrastructure Fund Direct-Growth

Not overall 5-year period but the last 2 years is the best performing year of Quant Infrastructure Fund mutual fund.

In 3 years, the fund has given a return of 33.59% and in 5 years it’s 21.96%.

The value research has given a 5-star rating to the fund.

Currently, the fund manages Rs 539,75 crore worth of assets.

Its NAV as of 18 July 2022 is Rs 21.49.

The minimum SIP (Systematic Investment Plan) amount of funds is Rs 1000.

If you start SIP in this fund and invest Rs 5000 every month, in 5 years your amount turns into Rs 6,20,254.

Which is almost 106% return on investment.

Its majority of money is held in these top 5 companies through equity:

  • Larsen and turbo
  • State bank of India
  • Adani enterprise
  • Ambuja cement
  • Adani ports and special economic zone

It holds 98.8% in equity and others in cash.

It has a lower expense ratio which is 0.64%.

The fund has an exit load that is 0.50%.

And it is only applicable if invested money is redeemed within 3 months.

Vaslav Sahgal and Ankit Pande manage the Quant infrastructure fund.

Quant Absolute Fund Direct-Growth

Over the last past 5 years, the fund CAGR has been 18.11%, and the 3-year return is 26.54%

It has a 5-star rating by value research.

Rs 437.03 crore is the size of a quant absolute fund.

The current NAV of a fund is Rs 288.36.

The minimum sip of a fund is Rs 1000.

And minimum 1st investments are 5000 and Rs 1000 minimum for 2nd investments onwards.

Quant infrastructure fund has 4 fund managers, they are:

  • Sanjeev Sharma
  • Vaslav Sahgal
  • Ankit Pande
  • Chandramouli Alla

It has a 0.56% of expense ratio. And the exit load is zero.

The top 5 holdings of a fund are GOI, ICICI Bank, ITC, State bank of India, and Ambuja cement.

Quant infrastructure fund holding is split in equity with 79.1%, debt at 18.6%, and cash at 2.3.

The debt they are invested in has an average credit rating of AAA.

Quant Small Cap Fund Direct Plan-Growth

As its name suggests the fund invest in small-cap companies which has a market cap of 5000 crores or below.

Quant small cap fund has a CAGR of 42.73% in 3 years and 20.19% in 5 years.

The fund has a 4-star rating by value rating which is good.

The current NAV of a fund as of 19 July 2022 is Rs 127.22.

The fund has Rs 1711.78 crore assets under management.

The fund’s top 5 holdings are:

  • ITS
  • IRB Infrastructure developers
  • ICICI
  • Hindustan cooper
  • Linde India

99% of the money is invested in equity and the other 1% is in cash.

The expense ratio of a fund is 0.62%. And the exit load is 1% if redeemed within one year.

The minimum investment of the fund is Rs 5000 and for sip is Rs 1000.

The fund has 4 fund managers, they are:

  • Sanjeev Sharma
  • Vaslav Sahgal
  • Ankit Pande
  • Chandramouli Alla

6 Best performing mutual funds in the last 10 years in India

Here I have included 5 equity funds and one fund that invests in debt.

SBI technology opportunities fund direct growth

Since its inception fund has given a CAGR of 21.35% and an absolute return of 532.2%.

And over the last 5- and the 3-year fund has CAGR of 25.28% and 27.93%.

The current NAV of a fund is Rs 145.62.

The fund manages Rs 2381.33 crore worth of assets.

You can start investing in this fund through Sip as low as Rs 500.

The fund majority of holding (that is 27.2%) is invested in Infosys Ltd.

And other top 5 holdings are TCS, Bharti Airtel, Microsoft corporation, HCL Technologies, and Netflix.

The fund holds equity 95.6% and cash 4.4%.

Their majority of holding is invested in the technology sector which is 68.7%.

The expense ratio of a fund is 0.91%.

The fund exit load is 0.50% and is only applicable if redeemed within 15 days.

Saurabh Pant and Mohit Jain are the fund managers of the SBI technology opportunities fund.

Aditya Birla sun life digital India fund direct growth

Over the last 5 and 3 years, returns of this fund are 26.22% and 30.72% respectively.

And since its inception, the fund’s CAGR is 22.23% and an absolute return is 580.5%.

The minimum investment amount is Rs 1000 and for sip is Rs 100.

The NAV as of 21 July 2022 is Rs 123.57.

The Aditya Birla sun life digital India fund AUM (asset under management) is Rs 2939 crore.

In this fund, most investors prefer investing through the sip.

Same as the SBI technology fund, this fund too invested the majority of its holding in Infosys (that is 24.7%).

The other top 5 holdings are TCS, Mahindra, HCL Technologies, Bharti Airtel, and Mind tree.

It has more than 95% of its money invested in equity.

Of that 83.7% of the money is invested in the technology sector.

The expense ratio of a fund is 0.87%.

The has an exit load of 1% if redeemed within 30 days.

The fund has a single fund manager, Kunal Sangoi.

Nippon India small cap fund direct growth

Nippon India small cap fund has a 4-star rating by value research.

The fund AUM is 18358.16 crore which is the highest among all the best performing mutual funds I have included here.

The current Nav is Rs 92.03.

The minimum sip amount is Rs 100, and the investment amount is Rs 5000.

Since its inception, the fund has given a CAGR of 24.88% and an absolute return of 735.5%.

The fund’s top 5 holdings are Tube investments of India, Credit Access Grameen, NIIT, KPIT, and HDFC bank.

The fund holding analysis is 96.8 equity and 3.2 cash.

The fund expense ratio is 1.04%.

The fund has an exit load of 1% if redeemed within one month.

Samir Rach manages this fund.

TATA Digital India funds direct growth

TATA Digital India fund has Rs 5433.80 crore assets under management.

The NAV of a fund is as of 22 July 2022 Rs 34.62.

The minimum SIP amount is 150 and the minimum investment amount is Rs 5000.

Over the last 5 and 3 years, the fund has had a CAGR of 28.12.% and 29.99%.

Since its inception fund’s CAGR has been 20.81% and the absolute return is 246.2%.

The fund holds the majority of holding in Infosys with 25.6%.

And other top 5 majority holding are TCS, HCL, Bharti Airtel, Tech Mahindra, Larsen, and turbo infotech.

The fund money is split in equity with 92.9% and cash with 7%.

82.5% of the money is invested in the technology sector.

The expense ratio of a fund is 0.35%. Which is the lowest among all best performing mutual funds included here.

The exit load is 0.25% if redeemed within 30 days.

Meeta Shetty and Venkat Samala manages this fund.

ICICI prudential technology direct plan growth

Since its inception, the fund’s CAGR has been 23.11% and the absolute return is 629.3%.

And over the last 5 and 3 years, the fund return is 27.40% and 32.04%.

The fund size of a company is Rs 8508.13 crore.

You can start investing in this fund as low as Rs 100.

The minimum investment amount is Rs 5000.

The current NAV of the fund is Rs 142.

Most of the holding is still as other best performing mutual fund as above in Infosys with 30.6%.

The other top 5 holdings are TCS, HCL, Bharti Airtel, Wipro, and Tech Mahindra.

The holding split of a fund is 93.2% in equity, 6.4% in cash, and 0.4% in debt.

The fund invested 82.7 in the technology sector.

The fund expense ratio is 0.79%.

The exit load is 1% and is only applicable if the money is redeemed within 15 days.

Priyanka Khandelwal and Vaibhav Dusad manage ICICI prudential technology direct plan fund.

SBI magnum gilt fund direct growth

SBI magnum gilt fund is a debt fund.

Here you cannot expect a return as you get in equity funds.

But debt fund is less risky than equity mutual funds.

Therefore, in debt fund return is low but safety is high.

SBI magnum gilt fund has a CAGR of 9.37% and an absolute return of 135% since inception.

And over the last 5 and 3 years, the return of a fund is 6.77% and 6.20%.

This fund is best for those who don’t want to take too much risk but want to earn a return more than FD.

The fund has a 5-star rating by value research.

The fund currently manages a worth Rs 3566 assets.

The minimum sip is Rs 500, and the minimum investment amount is Rs 5000.

The expense ratio of a fund is 0.46% and the exit load is NIL.

The current NAV of a fund is Rs 54.60.

Most of their holdings are in RBI and GOI.

The holding spilled is 82.3% in debt and 17.7% in cash.

The average rating of the debt they invest in is AAA.

AAA rating means they have good credit quality.

Dinesh Ahuja manages this fund.

Conclusion

So these are the best performing mutual funds of the last 5 and 10 years in India.

Keep in mind: don’t invest blindly, do your own research.

Now it’s your turn which mutual funds do you find worth investing in?

let me know in the comment section.

Spread the love

Join the conversation

Your email address will not be published.