These 3 equity mutual funds gave over 25% returns in five years - ​Top Performers (2024)

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These 3 equity mutual funds gave over 25% returns in five years - ​Top Performers? ›

PSU theme based funds gave an average return of 25.77% in the last five years. There were around three funds in the period. Invesco India PSU Equity Fund gave the highest return of around 28.28%. CPSE ETF

Other mutual fund schemes which gave over 20 percent return in the past half a decade include Aditya Birla Sun Life Flexi Cap Fund, DSP Flexi Cap Fund, Franklin India Flexi Cap Fund, HSBC Flexi Cap Fund and Parag Parikh Flexi Cap Fund.

Which mutual funds give 30% return? ›

Motilal Oswal ELSS Tax Saver Fund, an ELSS fund, gave 30.49% return in the same period. Two small caps - Tata Small Cap Fund and Bank of India Small Cap Fund - offered 30.44% and 30.33% returns respectively in last six months.

Fund Performance: The Quant Mid Cap Fund has given 32.09% annualized returns in the past three years and 40.27% in the last 5 years. The Quant Mid Cap Fund comes under the Equity category of Quant Mutual Funds.

You have a low risk appetite and cannot tolerate market fluctuations. You can apply the 80-20 rule by investing 80% of your portfolio in debt mutual funds that invest in high-quality and low-duration securities, and 20% in equity mutual funds that can provide some growth and diversification.

By investing 20,000 per month, in one year your invested amount will be approx. 2,40,000 and in 5 years your invested amount will be 1,200,000. So, during in this 5years if we expect the rate of return of 12%, estimated returns what we get is approx. 4,49,727.

The best performing stock for the past 5 years is Applied Digital (APLD) with a total return of 8,285.42%, followed by Celsius Holdings (CELH) and NVIDIA (NVDA). Last updated Sep 10, 2024.

With the exception of International Equity schemes, the average returns from all other equity mutual fund category have been above 15% CAGR over the last five years.

If the market averages 4% over a tough 5 year period, then your investment account should do at least that well. If the market is up 24% over an awesome three year period, then your long-term investments should keep pace with this, assuming that you have at least a moderate risk tolerance.