4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (2024)

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4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (1)

Around four equity mutual funds have offered more than 30% returns in both 3 and 5 years, according to data by ACE MF. Around 185 equity schemes have completed five years in the market. Here is the list of schemes.

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4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (2)

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​Nippon India Small Cap Fund

The largest scheme in the smallcap category based on assets managed offered 35.49% in the last three years and 31.30% in the last five years.

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4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (3)

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​Quant Flexi Cap Fund

Quant Flexi Cap Fund gave 32.16% return in the last three years and 30.82% return in the last five years.

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4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (4)

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​Quant Mid Cap Fund

This midcap fund gave 36.43% return in the last three years. In the last five years, the scheme offered 33.04% return.

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4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (5)

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​Quant Small Cap Fund

This smallcap fund offered 38.18% return in the last three years. In the last five years, the scheme offered 39.36% return.

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4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (6)

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​Interested to invest?

One should not make investment decisions just by seeing these returns by the schemes.One should always consider risk appetite, investment horizon and goal before making investment horizon.

Agencies

4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (2024)

FAQs

Which mutual funds give 30% return? ›

The top three schemes were from Quant Mutual Fund. Quant Small Cap Fund, Quant ELSS Tax Saver Fund, and Quant Mid Cap Fund gave 37.86%, 31.67%, and 31.66% returns, respectively, in the last five years. This small cap fund gave 31.37% return in the last five years.

Which mutual fund gives the highest return in 5 years? ›

There were around 185 equity mutual funds that completed five years. Top five schemes in the list were from the small cap category. Bank of India Small Cap Fund, the topper in the list, gave around 30.50% return rolled on a daily basis in the last five years.

Which mutual fund has the best return for 3 years? ›

Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order. 1.

Which type of equity mutual fund gives highest return? ›

In Case you missed it
  • Gilt funds investment.
  • Mutual funds equity portfolio.
  • Kotak Multi Asset Allocation Fund.
  • Navi Mutual Fund.
  • Edelweiss Multi Cap Fund.
  • Mutual funds investment 2023.
  • SBI Focused Equity Fund.
  • UTI Mutual Fund.
May 4, 2024

How much return can I expect from mutual funds in 5 years? ›

The recent performance surge has lifted the category scorecard of healthcare funds, with an average return of 59% over a one-year period, a compounded annual growth rate (CAGR) of 18% over a three-year period, and 23% CAGR over a five-year period. This is as per the latest data from Value Research.

What if I invest $1,000 a month in mutual funds for 20 years? ›

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

What is a good return on investment in 5 years? ›

5-year, 10-year, 20-year and 30-year S&P 500 returns
Period (start-of-year to end-of-2023)Average annual S&P 500 return
5 years (2019-2023)15.36%
10 years (2014-2023)11.02%
15 years (2009-2023)12.63%
20 years (2004-2023)9.00%
2 more rows
May 3, 2024

What is the highest paying mutual fund? ›

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
GQEPXGQG Partners US Select Quality Eq Inv19.33
FGRTXFidelity Mega Cap Stock17.23
SSAQXState Street US Core Equity Fund16.89
FGLGXFidelity Series Large Cap Stock16.88
3 more rows
5 days ago

Which investment is best for next 5 years? ›

Here are some of the top investment options for the best investment plan for 5 years:
  • Bank and Post Office Fixed Deposit (FD) ...
  • Recurring Deposit. ...
  • 5-Yrs National Savings Certificate. ...
  • Monthly Income Schemes. ...
  • Mutual Funds. ...
  • Equity Linked Savings Scheme. ...
  • Unit Linked Insurance Plan. ...
  • National Savings Certificate.
Mar 19, 2024

What is the safest investment with the highest return? ›

These seven low-risk but potentially high-return investment options can get the job done:
  • Money market funds.
  • Dividend stocks.
  • Bank certificates of deposit.
  • Annuities.
  • Bond funds.
  • High-yield savings accounts.
  • 60/40 mix of stocks and bonds.
May 13, 2024

Which mutual fund is best to invest in 2024? ›

Name of the fund5-year returns (in %)10-year returns (in %)
Nippon India Large Cap Fund96.83168.79
Canara Robeco Bluechip Equity Fund70.27149.94
ICICI Prudential Bluechip Fund83.46154.84
Source: AMFI (As of June 04, 2024)
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13 hours ago

What mutual funds does Dave Ramsey invest in? ›

I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international. I personally spread mine in 25% of those four. And I look for mutual funds that have long track records that have outperformed the S&P.

Which mutual fund gives 40% return? ›

What are large cap mutual funds?
Large Cap funds1-year-return (%)
ICICI Prudential Bluechip Fund41.80
Invesco India Largecap Fund41.60
ITI Large Cap Fund41.47
Baroda BNP Paribas Large Cap Fund41.31
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Apr 8, 2024

Which mutual fund gives 30 percent return? ›

Nippon India Small Cap Fund Direct Growth

Fund Performance: The Nippon India Small Cap Fund has given 30.36% annualized returns in the past three years and 30.37% in the last 5 years. The Nippon India Small Cap Fund comes under the Equity category of Nippon India Mutual Funds.

Which is the rank 1 mutual fund? ›

Top Mutual Fund Houses in India
S.No.Mutual Fund House
1.SBI Mutual Fund
2.ICICI Prudential Mutual Fund
3.HDFC Mutual Fund
4.Aditya Birla Sun Life Mutual Fund
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May 16, 2024

What mutual fund has the highest return? ›

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
MAEIXMoA Equity Index Fund13.40%
BSPSXiShares S&P 500 Index Service13.33%
VLACXVanguard Large Cap Index Investor13.30%
GRMSXNationwide S&P 500 Index Svc12.92%
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May 1, 2024

Which mutual fund gives highest return per month? ›

Top Monthly Income Mutual Funds to Invest Online in 2024
  • Aditya Birla Sun Life Regular Savings Fund.
  • Baroda Pioneer Conservative Hybrid Fund.
  • DSP Balckrock Regular Savings Fund.
  • HDFC Hybrid Debt Fund.
  • ICICI Prudential MIP 25.
  • ICICI Prudential Monthly Income Plan.
  • Invesco India Regular Savings Fund.
  • Reliance Hybrid Bond Fund.
Mar 18, 2024

Can we get 15% return on mutual fund? ›

As you know there are no fixed returns in mutual funds but you can expect around 8% - 10% in Debt hybrid funds, around 10% - 12% in equity hybrid funds and 12%-15% in equity funds if you have a long-term horizon.

What does 30 return on investment mean? ›

What does 30% ROI mean? An ROI (return on investment) of 30% means that the profit or gain from an investment is 30%. For example, if the investment cost is $100, the return from investment is $130 - a profit of $30.

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