Last Updated on May 27, 2023 by Anjali Chourasiya

Return on Investment (ROI) is the most crucial metric when analysing and tracking your investment. It allows you to dive deeper into your portfolio and can help you weed out the less-performing investments. In this article, let’s dive into the highest-return mutual funds in the last 5 yrs, factors to consider before investing in them, and how you can build a high-quality debt portfolio using Tickertape. Let’s dive in.

Best equity mutual fund with high ROI

Here are some of the best-performing mutual funds in India in the last 5 yrs under the equity segment.

Best large-cap fund with high ROI

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Canara Rob Bluechip Equity Fund8,860.360.4015.07Allowed5,000Canara Robeco Asset Management Company Limited
Nippon India Large Cap Fund13,432.320.9514.03Allowed100Nippon Life India Asset Management Limited
Kotak Bluechip Fund5,375.910.5413.61Allowed1,000Kotak Mahindra Asset Management Company Limited
IDBI India Top 100 Equity Fund623.191.2613.59Allowed5,000IDBI Asset Management Ltd.
Baroda BNP Paribas Large Cap Fund1,407.570.9613.55Allowed5,000Baroda BNP Paribas Asset Management India Pvt. Ltd.
Edelweiss Large Cap Fund407.270.9413.42Allowed5,000Edelweiss Asset Management Limited
Mirae Asset Large Cap Fund32,851.080.5113.13Allowed5,000Mirae Asset Investment Managers (India) Private Limited
ICICI Pru Bluechip Fund34,679.351.1213.05Allowed100ICICI Prudential Asset Management Company Limited
HDFC Top 100 Fund23,191.781.1012.80Allowed100HDFC Asset Management Company Limited
SBI BlueChip Fund35,770.180.9012.77Allowed5,000SBI Funds Management Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the high-return large-cap mutual fund.


  • Category > Equity > Large cap
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Best mid-cap mutual funds with high ROI

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Quant Mid Cap Fund1,872.120.6320.83Allowed5,000Quant Money Managers Limited
PGIM India Midcap Opp Fund8,072.130.4319.77Allowed5,000PGIM India Asset Management Private Limited
Motilal Oswal Midcap Fund3,800.720.7618.26Allowed500Motilal Oswal Asset Management Company Limited
Axis Midcap Fund19,539.490.5416.75Allowed500Axis Asset Management Company Ltd.
Nippon India Growth Fund13,420.400.8516.66Allowed100Nippon Life India Asset Management Limited
Invesco India Midcap Fund2,803.250.7216.36Allowed1,000Invesco Asset Management Company Pvt Ltd.
Kotak Emerging Equity Fund24,406.710.4116.32Allowed100Kotak Mahindra Asset Management Company Limited
SBI Magnum Midcap Fund8,733.510.9816.26Allowed5,000SBI Funds Management Limited
Mahindra Manulife Mid Cap Fund1,141.460.6316.04Allowed1,000Mahindra Manulife Investment Management Private Limited
Tata Mid Cap Growth Fund1,882.430.9715.85Allowed5,000Tata Asset Management Private Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the high-return mid-cap mutual fund.

  • Category > Equity > Mid cap
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

High-return thematic mutual fund 

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Tata Ethical Fund1,570.100.9214.48Allowed5,000Tata Asset Management Private Limited
Invesco India PSU Equity Fund405.590.9614.41Allowed1,000Invesco Asset Management Company Pvt Ltd.
Edelweiss Recently Listed IPO Fund826.360.8713.15Allowed5,000Edelweiss Asset Management Limited
Franklin India Opportunities Fund681.731.5213.05Allowed5,000Franklin Templeton Asset Management (India) Private Limited
Nippon India Quant Fund36.310.4013.01Allowed5,000Nippon Life India Asset Management Limited
SBI Magnum Equity ESG Fund4,411.661.3512.79Allowed1,000SBI Funds Management Limited
SBI Magnum Comma Fund427.782.0312.59Allowed5,000SBI Funds Management Limited
Taurus Ethical Fund84.831.2612.31Allowed500Taurus Asset Management Company Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the high-return thematic mutual fund.

  • Category > Equity > Thematic fund
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Best Flexi cap mutual fund with high return

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Quant Flexi Cap Fund1,161.770.5820.27Allowed5,000Quant Money Managers Limited
Parag Parikh Flexi Cap Fund31,290.250.7218.81Allowed1,000PPFAS Asset Management Pvt. Ltd.
PGIM India Flexi Cap Fund5,310.350.4217.15Allowed5,000PGIM India Asset Management Private Limited
Kotak Multi Asset Allocator FoF-Dynamic864.200.1316.60Allowed5,000Kotak Mahindra Asset Management Company Limited
HDFC Flexi Cap Fund31,892.770.9915.08Allowed100HDFC Asset Management Company Limited
JM Flexicap Fund284.691.414.80Allowed1,000JM Financial Asset Management Private Limited
Canara Rob Flexi Cap Fund8,712.830.4914.61Allowed5,000Canara Robeco Asset Management Company Limited
Union Flexi Cap Fund1,404.981.0114.35Allowed1,000Union Asset Management Company Pvt. Ltd.
DSP Flexi Cap Fund7,847.240.7313.49Allowed100DSP Investment Managers Private Limited
Edelweiss Flexi Cap Fund1,117.870.5513.44Allowed5,000Edelweiss Asset Management Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best Flexi-cap equity funds.

  • Category > Equity > Flexi-cap fund
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Best small cap fund with high ROI

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Quant Small Cap Fund3,578.840.6225.62Allowed5,000Quant Money Managers Limited
Nippon India Small Cap Fund26,293.500.8219.22Allowed5,000Nippon Life India Asset Management Limited
Kotak Small Cap Fund8,672.230.5518.50Allowed500Kotak Mahindra Asset Management Company Limited
Axis Small Cap Fund11,390.240.5118.34Allowed500Axis Asset Management Company Ltd.
ICICI Pru Smallcap Fund4,761.830.8617.20Allowed5,000ICICI Prudential Asset Management Company Limited
SBI Small Cap Fund15,590.430.7317.18Allowed0SBI Funds Management Limited
Union Small Cap Fund708.311.3215.38Allowed1,000Union Asset Management Company Pvt. Ltd.
HDFC Small Cap Fund14,962.630.7915.24Allowed100HDFC Asset Management Company Limited
HSBC Small Cap Fund8,718.440.7415.00Allowed5,000HSBC Global Asset Management (India) Private Limited
DSP Small Cap Fund9,408.990.9414.98Allowed100DSP Investment Managers Private Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best small-cap equity funds.

  • Category > Equity > Small-cap fund
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Value funds with high return

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
ICICI Pru Value Discovery Fund27,677.261.2116.04Allowed1,000ICICI Prudential Asset Management Company Limited
JM Value Fund167.931.7514.03Allowed1,000JM Financial Asset Management Private Limited
Templeton India Value Fund954.050.9213.81Allowed5,000Franklin Templeton Asset Management (India) Private Limited
Bandhan Sterling Value Fund5,430.330.8313.41Allowed1,000Bandhan AMC Limited
Nippon India Value Fund4,634.111.2413.35Allowed500Nippon Life India Asset Management Limited
UTI Value Opp Fund6,815.091.1513.15Allowed5,000UTI Asset Management Company Private Limited
HSBC Value Fund8,087.740.8312.90Allowed5,000HSBC Global Asset Management (India) Private Limited
Tata Equity P/E Fund5,359.600.911.30Allowed5,000Tata Asset Management Private Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best-value equity funds.

  • Category > Equity > Value fund
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Best Multi-cap equity funds with high return

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Quant Active Fund4,061.770.5821.62Allowed5,000Quant Money Managers Limited
Kotak India Growth Fund-Sr 490.640.3417.69Not allowed0Kotak Mahindra Asset Management Company Limited
Mahindra Manulife Multi Cap Fund1,633.380.4917.30Allowed1,000Mahindra Manulife Investment Management Private Limited
Nippon India Multi Cap Fund15,087.681.0715.19Allowed100Nippon Life India Asset Management Limited
Baroda BNP Paribas Multi Cap Fund1,610.321.1313.82Allowed5,000Baroda BNP Paribas Asset Management India Pvt. Ltd.
ICICI Pru Multicap Fund6,963.421.0613.53Allowed5,000ICICI Prudential Asset Management Company Limited
Sundaram Multi Cap Fund1,784.630.9712.34Allowed100Sundaram Asset Management Company Limited
Invesco India Multicap Fund2,458.690.6511.93Allowed1,000Invesco Asset Management Company Pvt Ltd.

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the best multi-cap equity funds.

  • Category > Equity > Multi-cap 
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Highest dividend yield mutual funds with high ROI

NameAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Templeton India Equity Income Fund1,410.931.2014.61Allowed5,000Franklin Templeton Asset Management (India) Private Limited
ICICI Pru Dividend Yield Equity Fund1,302.530.6313.34Allowed5,000ICICI Prudential Asset Management Company Limited
Sundaram Dividend Yield Fund420.071.4812.41Allowed5,000Sundaram Asset Management Company Limited
UTI Dividend Yield Fund2,810.261.4512.20Allowed5,000UTI Asset Management Company Private Limited
Aditya Birla SL Dividend Yield Fund882.971.7011.63Allowed1,000Aditya Birla Sun Life AMC Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the highest dividend yield mutual funds.

  • Category > Equity > Dividend Yield Fund
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Best hybrid mutual funds

NameSub CategoryAUM (Rs. in cr.)Expense Ratio (%)CAGR 5Y (%)SIP InvestmentMinimum Lumpsum (Rs.)AMC
Quant Multi Asset FundMulti Asset Allocation Fund749.480.5621.70Allowed5,000Quant Money Managers Limited
Quant Absolute FundAggressive Hybrid Fund1,073.760.5620.06Allowed5,000Quant Money Managers Limited
ICICI Pru Equity & Debt FundAggressive Hybrid Fund21,435.781.215.59Allowed5,000ICICI Prudential Asset Management Company Limited
ICICI Pru Multi-Asset FundMulti Asset Allocation Fund17,044.381.1415.27Allowed5,000ICICI Prudential Asset Management Company Limited
Baroda BNP Paribas Aggressive Hybrid FundAggressive Hybrid Fund780.810.6214.15Allowed5,000Baroda BNP Paribas Asset Management India Pvt. Ltd.
HDFC Balanced Advantage FundBalanced Advantage Fund54,412.640.8614.14Allowed100HDFC Asset Management Company Limited
Edelweiss Aggressive Hybrid FundAggressive Hybrid Fund496.260.5713.87Allowed5,000Edelweiss Asset Management Limited
Kotak Equity Hybrid FundAggressive Hybrid Fund3,326.970.5413.70Allowed5,000Kotak Mahindra Asset Management Company Limited
Mirae Asset Hybrid Equity FundAggressive Hybrid Fund6,949.270.3613.22Allowed5,000Mirae Asset Investment Managers (India) Private Limited
Canara Rob Equity Hybrid FundAggressive Hybrid Fund8,445.430.5813.00Allowed5,000Canara Robeco Asset Management Company Limited

Note: The funds are sorted using the Tickertape Mutual Fund Screener on 25th May 2023. Below-listed parameters are used to sort the list of the highest dividend yield mutual funds.

  • Category > Hybrid 
  • 5-yr CAGR – Set to High
  • AUM
  • Expense Ratio
  • SIP Investment
  • Minimum Lumpsum 
  • AMC

Build a high-quality debt portfolio with Tickertape

High-quality debt mutual funds refer to funds with high credit quality and medium interest rate risk. These mutual funds are considered ideal for an investment horizon of 3-5 yrs. With Tickertape, it is possible to get high-quality debt mutual funds. Follow the below-mentioned steps.

Step 1: Go to Tickertape Mutual Fund Screener.

Step 2: Click on ‘All Screens’. And under ‘Premium’, click on ‘High Quality Debt Portfolio’.

Step 3: Click on ‘Load’. It will give you funds with high credit quality and medium interest rate risk.

Easy, right? Get all the top mutual funds and diversify your portfolio with debt mutual funds using Tickertape. Become a pro member now!

Factors to consider before investing in the best-performing mutual funds in the last 5 yrs

Below listed are some of the factors that can help you identify the best mutual funds to invest in India. 

  1. Risk assessment

Every mutual fund category comes with a different set of risk factors. For instance, equity mutual funds are prone to volatility and liquidity risk, whereas debt mutual funds are prone to interest, credit, rebalancing, currency, and more such types of risks. It’s important to strike a balance between potential returns and the level of risk you are comfortable with. Hence, it is worthwhile to consider a financial advisor before investing in order to avoid investing against your risk appetite. 

  1. Performance consistency

Consistency in performance is a crucial factor to consider when investing in mutual funds for higher returns. Look beyond just the top performers and evaluate the consistency of their performance over the last 5 yrs. Assess how they have performed during different market conditions and if they have been able to generate returns consistently.

  1. Fund objectives and strategy

Understand the investment objectives and strategy of the mutual funds. Check whether their investment approach aligns with your own investment goals and risk tolerance. 

  1. Fund management

Evaluate the experience and track record of the fund manager or management team., and assess if the fund’s management has remained stable over the last 5 yrs or if there have been frequent changes.

  1. Expense ratio

A fee charged by the fund to cover operating expenses is referred to as the expense ratio. Consider the expense ratio of the mutual funds, as it can impact your overall returns. Lower expense ratios are generally preferable, as they leave more of the fund’s returns for the investor.

  1. Diversification

Diversified funds spread their investments across various asset classes, sectors, and regions, which can help mitigate risks. Consider whether the funds you’re evaluating provide adequate diversification or if they are heavily concentrated in specific areas.

  1. Fund size and liquidity

Take into account the size of the mutual funds and their liquidity. Larger funds may need help in deploying capital effectively, and smaller funds may be more nimble but could face liquidity issues. Consider the fund’s asset size in relation to its investment strategy and objectives.

  1. Fund expenses and charges

In addition to the expense ratio, consider any additional charges or fees associated with the mutual funds, such as front-end or back-end loads, redemption fees, or transaction costs. These expenses can impact your overall returns and should be carefully evaluated.

  1. Peer comparison and benchmarking

Compare the performance of the mutual funds not only against their peers but also against relevant benchmarks. Assess whether the funds have outperformed their benchmarks consistently or if their performance has been primarily driven by exposure to a specific asset class or sector.

Conclusion

Finding the right investment can be a tedious process. It involves researching, analysing, tracking and investing at the right time. With Tickertape, you can reduce this process to a few minutes. Using Tickertape Mutual Fund Screener, you can filter mutual funds based on 50+ filters. Moreover, you can create a custom filter as well. And like a cherry on top, there are 11 pre-built screens built for you to save you time and effort. So, what are you waiting for? Become a pro member now!

FAQs

How do you select the right mutual fund to invest in?

There are various factors that can influence your decision to invest in any mutual fund, such as risk appetite, the fund’s performance, expense ratio,  diversification, competitive advantage, and more. You can use Tickertape Mutual Fund Screener, which is loaded with over 50 filters to get a list of the best mutual fund for your portfolio based on your criteria. In case you can’t find the filter you need, create a custom filter and save it for later use. Explore Tickertape Mutual Fund Screener now!

How to get mutual funds which are out-performers and have low volatility?

With Tickertape, you can get a list of mutual funds which are out-performers and have low volatility in just a few clicks. Follow the below-mentioned steps to get your desired result.

Step 1: Go to Tickertape Mutual Fund Screener.
Step 2: Click on ‘All Screens’ and select ‘Consistent Out-performers’ in ‘Premium’ screens.
Step 3: Click on ‘Load’. Now, all the mutual funds which have been consistent outperformers and display low volatility appear on the screen.  Click on ‘Load’. Now, all the mutual funds which have been consistent outperformers and display low volatility appear on the screen. 

Easy, right? Maximise your returns by consistently outperforming mutual funds using Tickertape. Become a pro member now!

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