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Here are the Top-Performing Mutual Funds in the last 10 years

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29 Apr 20246 mins readBy MOFSL

Introduction

Mutual funds have evolved as one of the most popular investment avenues for investors. You can build wealth for various goals through mutual fund investing. Every investor wants to invest in the top-performing funds. Investing in the best-performing funds can help beat the effects of inflation. 

 This is essential if you want to accumulate funds for long-term goals such as retirement and a child's education. This blog highlights the best-performing mutual funds in the last 10 years. Let's start.

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Mutual Funds with Top Performance in the Last 10 Years

Here are the top-performing mutual funds in the last 10 years:

  • Nippon India Small Cap Fund

Nippon India Small Cap Fund has been among the top-ranked funds in the last 10 years. The fund has delivered consistently high returns, which has immensely benefited investors. The 10-year return of the fund stands at an impressive 26.80% for the regular variant. The direct variant delivered even higher returns, standing at 28.02%.

Though the risk of investing in the fund is relatively high as it falls in the small-cap category, the high returns delivered by the fund have made the risk worth taking for investors.

  • Quant ELSS Tax Saver Fund 

Quant ELSS Tax Saver Fund is another top-performing mutual fund in the last 10 years. Being an ELSS fund, investors not only enjoyed capital appreciation but also tax benefits by investing in this fund. Note that investment in ELSS funds qualifies for tax benefit under section 80C in the old tax regime. You can get a tax exemption of up to Rs 1.5 lakhs by investing in ELSS funds. 

The 10-year returns of the regular variant of the fund stood at 25.52%, while the direct variant delivered 26.79% returns.

  • HDFC Small Cap Fund 

This fund from the house of HDFC AMC is next on the list of the best-performing mutual funds in the last 10 years. The 10-year return of the regular variant of the plan stood at 20.93%. The direct variant of the plan, where the fund house need not pay any commission to the intermediary, stood at 22.28% for the same period.

  • Motilal Oswal Mid Cap Fund

Motilal Oswal Mid Cap Fund is next on the list of top-performing mutual funds in the last 10 years. Like small caps, even mid-cap funds carry a higher risk. However, the fund has justified the risk taken by investors by delivering impressive returns. 10-year returns of the regular variant of this fund stood at 22.41%. The fund’s direct counterpart delivered a slightly higher return at 23.91%.

  • Edelweiss Midcap Fund

Edelweiss Midcap fund is among the top-performing mutual funds in the last 10 years. The fund primarily invests in mid-cap firms and has delivered impressive results. The 10-year return of the regular variant of the fund stood at 22.15%. The plan’s direct version delivered higher returns, standing at 23.69%.

  • Baroda BNP Paribas Large Cap Fund

Large-cap funds are more stable in nature than mid and small-cap funds. They are better structured to weather market volatility than mid and small-caps. Baroda BNP Paribas Large Cap Fund has not only weathered stock market volatility but has also delivered impressive returns over the last 10 years. 

The 10-year return of the plan’s regular variant was 15.87%. The plan’s direct version delivered even higher returns, at 17.21%.

In Conclusion

While returns are one of the major considerations before investing in the above-mentioned top-performing funds, you must thoroughly analyse a fund's objectives and ensure they meet with your objectives and risk appetite. You can invest in mid- and small-cap funds if you have a high-risk tolerance.

On the other hand, if you have a conservative outlook, you should stick to large-cap funds. Also, check the AMC's track record and the fund manager's to ensure you invest in a good-performing fund. Also, remain committed to your investment and don’t exit following short-term volatility. If you do so, you convert notional losses into actual ones. Be patient, disciplined and seek professional help if you have any doubts. Happy investing!

 

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Disclaimer: The stocks, companies, or financial instruments mentioned in this blog are for informational purposes only and should not be considered as investment recommendations. It is advised to consult with your financial advisor before making any investment decisions. Investment in securities markets are subject to market risks, read all the related documents carefully before investing. Investors are strongly encouraged to carefully read the risk disclosure documents prior to participating in market-related investments or trading activities. Due to the volatile nature of financial markets, no guarantees can be made regarding investment returns. Motilal Oswal Financial Services Ltd. does not offer any assured returns on market-linked securities. Please note that past performance of stocks or indices is not indicative of future results.
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