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Highest Return Mutual Funds in Last 5 Years

Highest Return Mutual Funds in Last 5 Years

Looking for the best performing mutual funds in the last 5 years? Today’s markets are changing rapidly, and knowing which are the highest return mutual funds in the last 5 years is the key to a strategic decision-making. In this article, we will highlight the best return mutual fund in the last 5 years.

1. Quant Small Cap Fund

  • Top Performer: The best performing mutual fund over the last 5 years is the Quant Small Cap Fund.
  • Outstanding Returns: It delivered a remarkable 5-year CAGR of 50.18%.
  • High Equity Allocation: The fund maintains 93.4% exposure to equities, focusing heavily on small-cap stocks.
  • Volatility + Opportunity: It has effectively navigated the volatility and high growth potential of small-cap companies.
  • Market Outperformer: This strategic positioning has made it the highest-returning mutual fund in the past 5 years.

2. Quant Infrastructure Fund

The Quant Infrastructure Fund has given a 5-year CAGR of 44.20%, which makes it one of the best performing mutual funds in recent years. The fund’s success is due to its focus on infrastructure-related equities and sectors, including engineering, construction, power, and transportation. Through this strategic and diversified allocation, the fund was able to navigate market cycles effectively, making it one of the best return mutual funds in the last 5 years.

3. Quant ELSS Tax Saver Fund

The Quant Equity Linked Savings Scheme (ELSS) has shown an impressive performance over the last five years, with an annualized return of 39.18%. Because of this high return, the fund has a spot among the highest returning mutual funds in the last 5 years.

The fund can also be called as the best return mutual fund in the last 5 years because of its tax-saving advantage under section 80C of the Income Tax Act. This dual benefit of wealth creation and tax deduction makes it an attractive and smart choice for long-term investors seeking both growth and savings.

4. Nippon India Small Cap Fund

The Nippon India small cap fund had an incredible performance in the last five years and has been a notable performer in the highest return mutual funds in last 5 years category. The fund delivered an impressive 5-year annualized return of 38.93%. This fund has consistently demonstrated the high-growth potential of small-cap investing, proving to be one of the best performing mutual funds.

Conclusion

Over the past five years, the mutual fund sector has demonstrated considerable growth and consistently delivered high returns. The highest return mutual funds in the last 5 years have created significant wealth for investors. Smarter investing decisions can be refined further if we can understand what made these funds the best performing mutual funds in the last 5 years.

Download the Tata Capital Moneyfy app or visit our website to explore investments in different mutual funds under the guidance of seasoned industry experts.

FAQs

Which mutual fund gave the highest return in the last 5 years?

The Quant Small Cap Fund was the highest return mutual fund in the last 5 years among mutual funds in India, with a 5-year annual growth rate of 50.18%.