When it comes to investing, Nothing Excites Investors More Than Extraordinary Returns. Over the past five years, some mutual funds have delivered outstanding returns, creating massive wealth for their investors. In Fact, A Few Funds Have Clocked 426% to 619% Returns during this period! If you are wondering which funds these are, and whether you should consider them now, you are at the right place. In this article, we will cover 5 Mutual Fund Schemes That Created Massive Wealth In the Last 5 Years.
Investors can also check 20 equity mutual funds with low beta and high alpha,
How we filtered these mutual funds?
- We have considered all equity mutual funds including Themetic / Sector Funds and Global Funds. However, we have excluded etfs from this list.
- We have filtered 5 mutual funds that generated Highest returns in last 5 years.
- These 5 mutual funds generated 426% to 619%. Means if one would have invested ₹ 1 Lakh in these Mutual Funds, The Value Would have grown to ₹ 5.2 Lakhs to ₹ 7.2 Lakhs which is Massive Wealth Creation.
5 Mutual Fund Schemes With 5-Year Returns Between 426% to 619%
Let’s Get Started!
| Mutual Fund Name | Annualized return (5y) | Absolute returns (5y) | ₹ 1 Lakh Became |
|---|---|---|---|
| Quant Smallcap Fund | 48.3% | 618.9% | ₹ 7.18 Lakh |
| Quant infrastructure fund | 42.4% | 486.9% | ₹ 5.86 Lakh |
| ICICI PRDENIAL Commodities Fund | 39.5% | 429.4% | ₹ 5.29 Lakh |
| Icici prudential infrastructure fund | 39.5% | 429.4% | ₹ 5.29 Lakh |
| Nippon India Small Cap Fund | 39.3% | 426.4% | ₹ 5.26 Lakh |
This list does not have any International Mutual Funds,
Top Performing Mutual Funds in Last 5 Years – Deep Dive
Let’s Deep Dive into these mutual funds.
#1 – Quant Small Cap Fund
Investment Objective: Quant Small Cap Fund Aims to Generate long-term capital appreciation by investment predominantly in small-cap stocks. It follows a dynamic approach to sector and stock selection, ensuring maximum alpha generation.
Annualized returns,
- 3 years: 23.0%
- 5 years: 48.3%
- 10 years: 19.8%
Where does the scheme investment? The fund primarily investment in small-cap companies Across Various Sector Including Financials, Industrials, and Materials. It uses a proprietary predical analytics model to time the market cycles.
Risk Factors,
- High Volativity Due to Small-Cap Exposure. Refer Last 1 year returns which is -4.2% (negative)
- Liquidity risks, as small-cap stocks may not all Always have sufficient boyers.
- Sensitive to market downturns.
#2 – Quant infrastructure fund
Investment Objective: This fund seeks to achieve capital appreciation by investment predominantly in companies engaged in infrastructure and allied sectors.
Annualized returns,
- 3 years: 19.2%
- 5 years: 42.4%
- 10 years: 18.4%
Where does the scheme investment? It invests heavily in sector like connection, engineering, energy, and transportation. A significant portion is allocated to companies expected to Benefit from Government Speaking and Private Investments in Infrastructure.
Risk Factors,
- Sector Concentration Risk, as Returns Depend Heavily on Infrastructure Sector Performance. Check Last 1 year performance which is -11.9% (negative)
- Policy and regulatory risks.
- Economic Slowdown Can Directly Impact Fund Performance.
#3 – ICICI PRDENIL Commodities Fund
Investment Objective: The fund aims to generate long-term capital appreciation by investment in equity and equity-Related Securities of Companies Engaged In Commodity-Related Sectors.
Annualized returns,
- 3 years: 15.4%
- 5 years: 39.5%
- 10 years: Not Applicable
Where does the scheme investment? Primarily in Companies in Metals, Mining, Oil & Gas, And Other Commodity-Driven Industries. The fund benefits from Commodity Price Cycles and Global Demand Dynamics.
Risk Factors,
- Commodity Price Volativity Can Significantly Impact Returns.
- Global Geopolitical Risks.
- Currency Fluctations Affecting Commodity Exports.
#4 – 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: 22.7%
- 5 years: 39.3%
- 10 years: 21.9%
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.
#5 – icici prudential infrastructure fund
Investment Objective: The fund aims to generate long-term capital appreciation by investment in equity and equity-Related Securities of Companies Engaged In the Infrastructure Development Sector.
Annualized returns,
- 3 years: 29.1%
- 5 years: 39.5%
- 10 years: 16.6%
Where does the scheme investment? Investments are primarily in companies involved in sector like energy, connection, engineering, transportation, and telecommunications.
Risk Factors,
- Dependence on Infrastructure sector performance.
- Regulatory and policy changes could impact earnings.
- Vulnerability to Economic Cycles and Funding Challenges.
The Above Fund is part of Best Mutual Funds to Invest in 2025 as per chatgpt,
Conclusion: The Above 5 Mutual Funds Have Delived Massive Returns in the last 5 years, thanks to favorite sectoral tailwinds, robust stock picking, and timely sector rotation strategies. However, one should note that Past Performance May Not Always Guarantee Future Returns. Check the Worst performing mutual funds in last 5 years Which indicates that mutual funds are not guaranteed and can fall and generate low returns.
Investors looking to invest in Always Invest in Diversified Mutual Funds Portfolio to Reduce Risk.
Have you alredy investment in any of these top-performing funds? Share your experience in the comments!
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(Tagstotranslate) Mutual Fund Schemes with 5-Year Returns Between 426% to 619% (T) Mutual Funds (T) Top Performing Mutor Funds in 5 years in 5 years