For investors with a long-term Horizon, Mutual Funds Have the Potential to Generate Substantial Wealth. Over the past decade, while many funds have performed well, a few have studs out by consistently deliverying exceptional returns. In this article, we spotlight 10 Mutual Fund Schemes That Have Created Significant Long-Term Value in the last 10 years Along with details on their investment objects, performance over 3, 5, and 10 years, portfolio focus, and the key risk to consider before.
10 Mutual Fund Schemes with 10-Year Returns Between 464% and 646%
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| Mutual Fund Name | Annualized return (10y) | Absolute returns (10y) | ₹ 1 Lakh Became |
|---|---|---|---|
| Nippon India Small Cap Fund | 22.3% | 646.6% | 7.46 Lakhs |
| Quant Els Tax Sver Fund | 21.0% | 573.7% | 6.7 Lakhs |
| SBI Small Cap Fund | 20.0% | 519.8% | 6.19 lakhs |
| Quant flexi cap fund | 20.0% | 518.4% | 6.18 lakhs |
| Quant Small Cap Fund | 19.7% | 508.4% | 6.08 lakhs |
| Axis Small Cap Fund | 19.5% | 497.8% | 5.97 lakhs |
| Motilal Oswal Midcap Fund | 19.3% | 486.6% | 5.86 lakhs |
| Edelweiss Mid Cap Fund | 19.2% | 484.5% | 5.84 Lakhs |
| Invesco India Mid Cap Fund | 19.0% | 471.2% | 5.71 Lakhs |
| Kotak emerging equity fund | 18.8% | 464.1% | 5.64 Lakhs |
Top performing mutual funds in last 10 years – Deep Dive
Let’s Deep Dive into these mutual funds.
#1 – Nippon India Small Cap Fund
Investment Objective: This fund seeks to generate long-term capital growth by investment predominantly in small-cap companies, tapping into their high growth potential.
Annualized returns,
- 3 years: 24.7%
- 5 years: 39.5%
- 10 years: 22.2%
Where does the scheme investment? The fund maintains a Diversified Portfolio Across Small-Capanies in Sector Such as Healthcare, Financials, Industrial Manufacturing, and Technology.
Risk Factors,
- High Volativity Associated with Small-Cap Investing.
- Liquidity Risks during Market Corrections.
- Company-Specific Risks, as Small Businesses May Be More Vulneable to Operational Challenges.
This fund is part of our earlier article on 5 Mutual Funds With 5 Year Returns Between 426% to 619%,
#2 – Quant Els Tax Sver Fund
Investment Objective: This fund aims to provide long-term capital appreciation along with tax benefits under section 80c by investment primarily in equity and equity-Related institutions. It follows an aggressive investment strategy and actively manages sectoral allocation.
Annualized returns:
- 3 years: 17.0%
- 5 years: 35.8%
- 10 years: 21.0%
Where does the scheme investment?
The funds typically Invests Across Market Capitalizations with a bias towards high-conviction ideas. Its portfolio includes companies in sector like Financials, Power, and Capital Goods, Often With Tactical Bets to Capture Market Momentum.
Risk factors:
- High Volativity due to Aggressive Sector Rotation.
- Concentrated Bets Can Amplife Downside in Uncertain Markets.
- Market Timing and Strategy Execution Risks.
#3 – SBI Small Cap Fund
Investment Objective: The fund aims to provide investors with options for long-term capital appreciation by investment predominantly in a well-diversified portfolio of equity stocks of Small-CAPANIs.
Annualized returns:
- 3 years: 17.6%
- 5 years: 30.9%
- 10 years: 20.0%
Where does the scheme investment?
The Fund Invests in Emerging Small-Cap Companies Across Various Sector Including Consumer Goods, Industrials, Chemicals, and Healthcare. Its bottom-up stock picking approach helps Identify businesses with strong growth potential and scalable models.
Risk factors:
- Higher Volativity Due to Exposure to Small-Cap Stocks.
- Liquidity challenges during market downturns.
- Greater Sensitivity to Economic Cycles and Regulatory Changes
#4 – Quant Flexi Cap Fund
Investment Objective: The Fund seeks to generate long-term capital appreciation by investment in a dynamic mix of large, mid, and small-cap stocks Across Across sector. It takes a high-conviction and active approach to Capture Market Opportunities.
Annualized returns:
- 3 years: 20.8%
- 5 years: 35.4%
- 10 years: 20.0%
Where does the scheme investment?
The portfolio is spread across sector like Financials, Capital Goods, and Technology, With Dynamic Allocation Based on Macro trends and Market Signals.
Risk factors:
- Market timing and aggressive rebalancing risks.
- Volativity due to tactical allocation.
- Exposure Across Market Caps Can lead to inconsistent performance in Volatile Markets.
This fund is part of Best Mutual Funds as Per Google Gemini to Invest in 2025,
#5 – Quant Small Cap Fund
Investment Objective: The fund targets wealth creation by investment in small-cap companies with strong fundamentals and scalable business models. It follows an aggressive strategy with tactical sector rotation.
Annualized returns:
- 3 years: 24.9%
- 5 years: 49.2%
- 10 years: 19.7%
Where does the scheme investment?
The fund takes Concentrated Bets in High-Potential Small-Cap Stocks from Sector LIKE Manufacturing, Logistics, and Financials.
Risk factors:
- High Volativity Inharet in Small-Cap Investments.
- Liquidity Risks during corrections.
- Sector Rotation and Stock Concentration Risk.
#6 – Axis Small Cap Fund
Investment Objective: This fund aims to generate long-term capital appreciation by investment primarily in small-cap stocks with strong growth potential and quality management.
Annualized returns:
- 3 years: 20.1%
- 5 years: 32.0%
- 10 years: 19.5%
Where does the scheme investment?
Focuses on bottom-up stock picking in sector like chemicals, financials, and healthcare with an Emphasis on quality and sustainable business models.
Risk factors:
- Small-Cap Volativity and Liquidity Constraints.
- Limited Downside Protection in Bearish Phaases.
- Dependence on Strong Execution by Small Businesses.
#7 – Motilal Oswal Midcap Fund
Investment Objective: The fund seeks to deliver long-term capital appreciation by investment in high-road midcap stocks using a boy-and-hold strategy.
Annualized returns:
- 3 years: 31.0%
- 5 years: 39.4%
- 10 years: 19.3%
Where does the scheme investment?
Invests in Mid-Sized Companies with Competitive Advantages, Largely in Consumption, BFSI, and Capital Goods.
Risk factors:
- Mid-Cap Exposure Creates Higher Volatily.
- Strategy may underperform in short-term market cycles.
- Sectorral Concentration Risks.
Even Chatgpt recommended mutual fund portfolio for 2025 Has Above Mutual Fund Scheme.
#8 – Edelweiss Mid Cap Fund
Investment Objective: This fund aims to provide long-term wealth creation by investment in high-thorous mid-sized companies Across Various Sectors.
Annualized returns:
- 3 years: 27.0%
- 5 years: 35.1%
- 10 years: 19.2%
Where does the scheme investment?
Focuses on Midcap Businesses in Sector Like Financials, Consumer, and Infrastructure with Scalable Potential and Robust Business Models.
Risk factors:
- Midcap Volativity and Liquidity Risks.
- Exposure to Cyclic sector can lead to return fluctuations.
- Economic and Policy Changes Can Impribe Performance.
#9 – Invesco India Mid Cap Fund
Investment Objective: Seeks to generate capital growth by investment in quality Midcap Companies with Strong Fundamentals and long-term scalability.
Annualized returns:
- 3 years: 27.0%
- 5 years: 32.0%
- 10 years: 19.0%
Where does the scheme investment?
Focuses on mid-sized firms from sector such as chemicals, healthcare, and finance with a fundamental-Dr. Driven Approach.
Risk factors:
- Market Corrections Can Impact Midcap Valuations Significantly.
- Lower Liquidity Than Large-Caps.
- Company-Specific Operational Risks.
#10 – Kotak emerging equity fund
Investment Objective: The fund seeks to generate capital appreciation by investment in mid and small-cap companies with potential to become future leaders.
This fund is part of our earlier article on Top 5 Midcap Mutual Funds to Invest in 2025,
Annualized returns:
- 3 years: 21.7%
- 5 years: 32.4%
- 10 years: 18.8%
Where does the scheme investment?
Invests Across Sector Like Financials, Capital Goods, and Healthcare, Identifying Promising Businesses Early in their Growth Phase.
Risk factors:
- High Risk from Smaller Company Exposure.
- Market and liquidity risks.
- Dependence on Execution of Business Plans by Mid-Cap Firms.
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(Tagstotranslate) 10 Mutual Fund Schemes with 10-Year Returns Between 464% and 646% (T) Mutual Funds (T) Top Performing Mutual Funds in Last 10 years