The table below shows the Best Performing Mutual Funds in the Last 5 years based on AUM, NAV, and minimum SIP.
| Name | AUM | NAV | Minimum SIP |
| Nippon India Small Cap Fund | 61,646.36 | 173.83 | 100 |
| SBI Contra Fund | 42,180.93 | 392.89 | 500 |
| Quant Small Cap Fund | 27,160.76 | 255.64 | 1000 |
| Motilal Oswal Midcap Fund | 26,421.09 | 109.34 | 500 |
| ICICI Pru Technology Fund | 14,274.58 | 231.2 | 100 |
| Canara Rob Small Cap Fund | 12,543.87 | 39.38 | 1000 |
| Quant ELSS Tax Saver Fund | 10,512.81 | 370.48 | 500 |
| Tata Small Cap Fund | 9,572.45 | 41.2 | 100 |
| Quant Mid Cap Fund | 8,891.20 | 232.22 | 1000 |
| Quant Flexi Cap Fund | 7,184.84 | 100.88 | 1000 |
Table of Contents
What is a Mutual Fund?
A mutual fund is a financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. Managed by professional money managers, mutual funds allocate the fund’s assets and attempt to produce capital gains or income for the fund’s investors.
Mutual funds offer individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder participates proportionally in the gains or losses of the fund, making it an attractive option for those looking to diversify.
Additionally, mutual funds are valued for their liquidity. Investors can easily redeem their shares for the current net asset value plus any redemption fees, allowing more flexibility compared to direct investment in complex securities.
Top Performing Mutual Funds In Last 5 Years
The table below shows the Best Performing Mutual Funds in Last 5 years based on Expense Ratio and minimum SIP.
| Name | Expense Ratio | Minimum SIP (Rs) |
| Tata Small Cap Fund | 0.34 | 100 |
| Edelweiss Small Cap Fund | 0.38 | 100 |
| Bank of India Small Cap Fund | 0.45 | 1000 |
| Canara Rob Small Cap Fund | 0.47 | 1000 |
| SBI Contra Fund | 0.59 | 500 |
| Quant ELSS Tax Saver Fund | 0.59 | 500 |
| Quant Mid Cap Fund | 0.59 | 1000 |
| Quant Flexi Cap Fund | 0.61 | 1000 |
| Quant Small Cap Fund | 0.65 | 1000 |
| Motilal Oswal Midcap Fund | 0.65 | 500 |
Top 10 Performing Mutual Funds In Last 5 Years
The table below shows the Best Performing Mutual Funds in Last 5 years based on CAGR 3Y, Minimum SIP.
| Name | CAGR 3Y (%) | Minimum SIP (Rs) |
| Motilal Oswal Midcap Fund | 30.2 | 500 |
| ICICI Pru Infrastructure Fund | 29.42 | 100 |
| Nippon India Small Cap Fund | 23.29 | 100 |
| SBI Contra Fund | 22.81 | 500 |
| Quant Mid Cap Fund | 22.54 | 1000 |
| Quant Small Cap Fund | 21.81 | 1000 |
| Tata Small Cap Fund | 21.59 | 100 |
| Quant Infrastructure Fund | 21.08 | 1000 |
| Edelweiss Small Cap Fund | 20.78 | 100 |
| Bank of India Small Cap Fund | 19.42 | 1000 |
Highest Return Mutual Funds In Last 5 Years
The table below shows the Best Performing Mutual Funds in Last 5 years based on Exit Load, AMC.
| Name | Exit Load | AMC |
| Quant Mid Cap Fund | 0.5 | Quant Money Managers Limited |
| Quant Infrastructure Fund | 0.5 | Quant Money Managers Limited |
| Motilal Oswal Midcap Fund | 1 | Motilal Oswal Asset Management Company Limited |
| ICICI Pru Infrastructure Fund | 1 | ICICI Prudential Asset Management Company Limited |
| Nippon India Small Cap Fund | 1 | Nippon Life India Asset Management Limited |
| SBI Contra Fund | 1 | SBI Funds Management Limited |
| Quant Small Cap Fund | 1 | Quant Money Managers Limited |
| Tata Small Cap Fund | 1 | Tata Asset Management Private Limited |
| Edelweiss Small Cap Fund | 1 | Edelweiss Asset Management Limited |
| Bank of India Small Cap Fund | 1 | Bank of India Investment Managers Private Limited |
Top 10 Performing Mutual Funds In Last 5 Years
The table below shows the Best Performing Mutual Funds in Last 5 years based on AMC, Absolute Returns – 1Y.
| Name | AMC | Absolute Returns – 1Y (%) |
| Motilal Oswal Midcap Fund | Motilal Oswal Asset Management Company Limited | 31.09 |
| ICICI Pru Technology Fund | ICICI Prudential Asset Management Company Limited | 19.21 |
| Tata Small Cap Fund | Tata Asset Management Private Limited | 15.43 |
| ICICI Pru Infrastructure Fund | ICICI Prudential Asset Management Company Limited | 15.14 |
| SBI Contra Fund | SBI Funds Management Limited | 12.96 |
| Edelweiss Small Cap Fund | Edelweiss Asset Management Limited | 12.9 |
| Bank of India Small Cap Fund | Bank of India Investment Managers Private Limited | 12.12 |
| Nippon India Small Cap Fund | Nippon Life India Asset Management Limited | 10.74 |
| Canara Rob Small Cap Fund | Canara Robeco Asset Management Company Limited | 8.54 |
| ICICI Pru Commodities Fund | ICICI Prudential Asset Management Company Limited | 5.68 |
Who Should Invest In Best Performing Mutual Funds in Last 5 Years?
Individuals seeking diversified investments and those comfortable with moderate to high risk should consider investing in the best-performing mutual funds from the last five years. Ideal for long-term investors, these funds often involve active management aiming to maximize returns, suitable for both seasoned investors and those expanding their portfolios.
How To Invest in the Best Performing Mutual Funds in Last 5 Years?
To invest in the best-performing mutual funds from the last five years, first, open an account with a reputable brokerage. Research funds with strong historical performance, focusing on their management teams, fees, and investment strategies. Consider your financial goals and risk tolerance when selecting funds.
Performance Metrics Of Best Mutual Funds in Last 5 Years
The performance metrics of the best mutual funds over the last five years include high annual returns, low volatility, and strong risk-adjusted returns compared to benchmarks and peers. These funds have consistently outperformed market averages, providing solid gains to investors.
One important metric is the annualized return, which measures the average yearly return a mutual fund has generated over the period. Top-performing funds often feature annualized returns that significantly exceed those of their benchmarks.
Another key metric is the Sharpe Ratio, which adjusts the returns of a fund for its volatility. Funds with higher Sharpe Ratios are considered to have provided better returns per unit of risk, indicating efficient performance relative to the volatility experienced.
Benefits of Investing in Best Mutual Funds in Last 5 Years
The main benefits of investing in the best mutual funds over the last five years include robust returns, reduced risk through diversification, and professional management, making them attractive for long-term growth and stability.
- Higher Returns: Top-performing mutual funds often deliver higher returns compared to average funds, providing investors with significant growth opportunities over a five-year period.
- Diversification: Investing in these funds offers diversification across various assets, sectors, and geographies, reducing the risk of heavy losses from any single investment.
- Expert Management: These funds are managed by experienced professionals who make informed investment decisions based on thorough research and analysis, potentially leading to better outcomes for investors.
- Access to Specialized Markets: Top funds may have access to specialized or restricted markets that individual investors typically cannot access directly, offering unique growth prospects.
- Systematic Investment and Withdrawal Options: Best-performing funds often provide options like systematic investment plans (SIPs) and systematic withdrawal plans (SWPs), facilitating disciplined investing and providing income streams, respectively.
Challenges Of Investing In Best Mutual Funds in Last 5 Years
The main challenges of investing in the best mutual funds from the last five years include past performance not guaranteeing future results, high fees, market volatility, and the need for active management and monitoring.
- Past Performance Limitations: Past success does not assure future gains. Mutual funds that have excelled in the last five years might not perform as well in changing market conditions.
- Higher Fees: Top-performing funds often come with higher management fees due to active management strategies, which can erode net returns.
- Market Volatility: Investments in these funds are subject to market fluctuations. High-performing funds may also take higher risks, which can lead to substantial losses during market downturns.
- Complexity in Selection: Choosing the right fund from the top performers requires an understanding of fund strategies, management capabilities, and risk alignment with personal goals.
- Overconfidence: Investors might become overconfident due to recent success, leading to complacency in monitoring and adjusting their investments as required, which can adversely affect long-term goals.
Introduction to Best Performing Mutual Funds in Last 5 Years
Best Performing Mutual Funds in Last 5 years based on AUM, NAV, and minimum SIP.
Nippon India Small Cap Fund
Nippon India Small Cap Fund Direct- Growth is a Small Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
Nippon India Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹61,646.36 crores, a 5-year CAGR of 31.23%, an exit load of 1%, and an expense ratio of 0.68%. The SEBI risk category is Very High.
The actual asset composition includes : 94.96% Equity, 0.03% Debt, 5.01% in Others.
SBI Contra Fund
SBI Contra Direct Plan-Growth is a Contra mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
SBI Contra Fund falls under the Contra Fund category with an AUM of ₹42,180.93 crores, a 5-year CAGR of 28.52%, an exit load of 1%, and an expense ratio of 0.59%. The SEBI risk category is Very High.
The actual asset composition includes : 87.39% Equity, 5.38% Debt, 7.23% in Others.
Quant Small Cap Fund
Quant Small Cap Fund Direct Plan-Growth is a Small Cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
Quant Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹27,160.76 crores, a 5-year CAGR of 41.15%, an exit load of 1%, and an expense ratio of 0.65%. The SEBI risk category is Very High.
The actual asset composition includes : 93.4% Equity, 1.11% Debt, 5.48% in Others.
Best Performing Mutual Funds in Last 5 years based on Expense Ratio, Minimum SIP.
Tata Small Cap Fund
Tata Small Cap Fund Direct – Growth is a Small Cap mutual fund scheme from Tata Mutual Fund. This fund has been in existence for 6 years 3 months, having been launched on 19/10/2018.
Tata Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹9,572.45 crores, a 5-year CAGR of 28.75%, an exit load of 1%, and an expense ratio of 0.34%. The SEBI risk category is Very High.
The actual asset composition includes : 92.7% Equity, No Debt, 7.93% in Others.
Edelweiss Small Cap Fund
Edelweiss Small Cap Fund Direct – Growth is a Small Cap mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 6 years, having been launched on 18/01/2019.
Edelweiss Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹4,428.21 crores, a 5-year CAGR of 29.66%, an exit load of 1%, and an expense ratio of 0.38%. The SEBI risk category is Very High.
The actual asset composition includes : 98.27% Equity, 1.93% Debt, -0.2% in Others.
Bank of India Small Cap Fund
Bank of India Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from Bank Of India Mutual Fund. This fund has been in existence for 6 years 2 months, having been launched on 28/11/2018.
Bank of India Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹1,658.26 crores, a 5-year CAGR of 31.85%, an exit load of 1%, and an expense ratio of 0.45%. The SEBI risk category is Very High.
The actual asset composition includes : 97.3% Equity, 0.73% Debt, 1.97% in Others.
Best Performing Mutual Funds in Last 5 years based on CAGR 3Y, Minimum SIP.
Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund Direct-Growth is a Mid Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 10 years 11 months, having been launched on 03/02/2014.
Motilal Oswal Midcap Fund falls under the Mid Cap Fund category with an AUM of ₹26,421.09 crores, a 5-year CAGR of 29.2%, an exit load of 1%, and an expense ratio of 0.65%. The SEBI risk category is Very High.
The actual asset composition includes : 90.8% Equity, No Debt, 9.2% in Others.
ICICI Pru Infrastructure Fund
ICICI Prudential Infrastructure Direct-Growth is a Sectoral-Infrastructure mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
ICICI Pru Infrastructure Fund falls under the Sectoral Fund – Infrastructure category with an AUM of ₹6,910.52 crores, a 5-year CAGR of 28.74%, an exit load of 1%, and an expense ratio of 1.21%. The SEBI risk category is Very High.
The actual asset composition includes : 93.78% Equity, 0.88% Debt, 5.34% in Others.
Quant Mid Cap Fund
Quant Mid Cap Fund Direct-Growth is a Mid Cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
Quant Mid Cap Fund falls under the Mid Cap Fund category with an AUM of ₹8,891.20 crores, a 5-year CAGR of 30.72%, an exit load of 0.5%, and an expense ratio of 0.59%. The SEBI risk category is Very High.
The actual asset composition includes : 97.5% Equity, 3.07% Debt, -0.57% in Others.
Best Performing Mutual Funds in Last 5 years based on Exit Load, AMC.
Quant Infrastructure Fund
Quant Infrastructure Fund Direct-Growth is a Sectoral-Infrastructure mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
Quant Infrastructure Fund falls under the Sectoral Fund – Infrastructure category with an AUM of ₹3,535.99 crores, a 5-year CAGR of 33.36%, an exit load of 0.5%, and an expense ratio of 0.68%. The SEBI risk category is Very High.
The actual asset composition includes : 99.79% Equity, 1.12% Debt, -0.92% in Others.
Quant Flexi Cap Fund
Quant Flexi Cap Fund Direct-Growth is a Flexi Cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
Quant Flexi Cap Fund falls under the Flexi Cap Fund category with an AUM of ₹7,184.84 crores, a 5-year CAGR of 30.14%, an exit load of 1%, and an expense ratio of 0.61%. The SEBI risk category is Very High.
The actual asset composition includes : 97.89% Equity, 3.8% Debt, -1.69% in Others.
ICICI Pru Commodities Fund
ICICI Prudential Commodities Fund Direct – Growth is a Thematic mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 5 years 4 months, having been launched on 25/09/2019.
ICICI Pru Commodities Fund falls under the Thematic Fund category with an AUM of ₹2,432.03 crores, a 5-year CAGR of 30.96%, an exit load of 1%, and an expense ratio of 0.95%. The SEBI risk category is Very High.
The actual asset composition includes : 97.06% Equity, 0.12% Debt, 2.82% in Others.
Best Performing Mutual Funds in Last 5 years based on AMC, Absolute Returns – 1Y
ICICI Pru Technology Fund
ICICI Prudential Technology Direct Plan-Growth is a Sectoral-Technology mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
ICICI Pru Technology Fund falls under the Sectoral Fund – Technology category with an AUM of ₹14,274.58 crores, a 5-year CAGR of 28.71%, an exit load of 1%, and an expense ratio of 0.98%. The SEBI risk category is Very High.
The actual asset composition includes : 97.26% Equity, 0.41% Debt, 2.33% in Others.
Canara Rob Small Cap Fund
Canara Robeco Small Cap Fund Direct – Growth is a Small Cap mutual fund scheme from Canara Robeco Mutual Fund. This fund has been in existence for 6 years, having been launched on 25/01/2019.
Canara Rob Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹12,543.87 crores, a 5-year CAGR of 29.7%, an exit load of 1%, and an expense ratio of 0.47%. The SEBI risk category is Very High.
The actual asset composition includes : 97.09% Equity, No Debt, 2.91% in Others.
Quant ELSS Tax Saver Fund
Quant ELSS Tax Saver Fund Direct-Growth is a ELSS mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 12 years, having been launched on 01/01/2013.
Quant ELSS Tax Saver Fund falls under the Equity Linked Savings Scheme (ELSS) category with an AUM of ₹10,512.81 crores, a 5-year CAGR of 30.01%, an exit load of 0%, and an expense ratio of 0.59%. The SEBI risk category is Very High.
The actual asset composition includes : 94.38% Equity, No Debt, 5.62% in Others.
Top Performing Mutual Funds In Last 5 Years – FAQ
The Best Performing Mutual Funds in the Last 5 Years #1: Nippon India Small Cap Fund
The Best Performing Mutual Funds in the Last 5 Years #2: SBI Contra Fund
The Best Performing Mutual Funds in the Last 5 Years #3: Quant Small Cap Fund
The Best Performing Mutual Funds in the Last 5 Years #4: Motilal Oswal Midcap Fund
The Best Performing Mutual Funds in the Last 5 Years #5: ICICI Pru Technology Fund
These funds are listed based on the Highest AUM.
Based on the 5-year CAGR, The top-performing mutual funds in the last 5 years include the Quant Small Cap Fund, Quant Infrastructure Fund, Bank of India Small Cap Fund, Nippon India Small Cap Fund, and ICICI Pru Commodities Fund.
Yes, you can invest in top mutual funds that have shown strong performance over the last five years, subject to individual fund availability.
Yes, Investing in mutual funds that have performed well over the last five years can be a sound strategy, offering potentially higher returns.
To invest in the best-performing mutual funds from the last five years, open a brokerage account, research funds with strong historical returns, and choose based on your financial goals and risk tolerance.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
