This one of my second favorite best large cap fund that performed well in the last 5 to 10 years. Value Research Online rates it as 4 Star. It gave 19% returns in the last 1 year in this bullrun. The scheme may also invest in ADR/GDR & equities of listed overseas companies.įund Performance: This fund has beaten its benchmark and provided 19% annualised returns in the last 5 years and 12% annualized returns in last 10 years. Top#2 – Birla SL Top 100 Fund ( Large cap segment)įund Objective: The scheme invests predominantly in a diversified portfolio of equity and equity related securities of top 100 companies based on market capitalization. This one of my favorite large cap fund which performed well in the last 5 to 10 years. Value Research Online rates it as 5 Star. Top#1 – Birla SL Frontline Equity (Large cap segment)įund Objective: This fund aims to generate long term growth of capital by diversifying across various industries/sectors in BSE 200.įund Performance: This fund has beaten its benchmark and provided 19% annualised returns in the last 5 years and 14% annualized returns in last 10 years. Top 15 Best Performing Mutual Funds in the last 5 to 10 years You may add more in mid-cap and small-cap if you are high risk taker and add more in balanced segment if you are moderate to low risk taker. We can play with these ideal portfolios based on the risk appetitie. Largcap funds would move based on movment in SENSEX, hence one should invest good portion in largecap funds.Īs indicated in my earlier articles, one should diversify their portolio by investing their money of 30% in large cap funds, 20% in multi-cap, 20% in mid-cap, 20% in smallcap segment and 10% in balanced segment. You should invest in such funds if you are moderate to low risk taker.ĩ) Mutual funds in Largecap segment gave 12% annualised returns in last 5 years and 10% annualised returns in last 10 years. This is one fo the best ways to invest your money for tax saving and to get highest returns for your money saved for tax.Ĩ) Mutual funds in Balanced segment gave 16% annualised returns in last 5 years and 11% annualised returns in last 10 years.
One should always invest some portion of their portfolio in multicap / diversified funds.ħ) Mutual funds in ELSS segment gave 18% annualised returns in last 5 years and 11% annualised returns in last 10 years. One should keep investing 15% to 20% of their portfolio in mid-cap funds.Ħ) Mutual funds in Multi-cap segment gave 17% annualised returns in last 5 years and 11% annualised returns in last 10 years. However this sector is facing downturn in the last 6 to 9 months, one should be little cautious while investing in this sector.ĥ) Mutual funds in Midcap segment gave 23% annualised returns in last 5 years and 13% annualised returns in last 10 years. This sector gave 4th highest returns among the mutual fund schemes in the last 10 years. One should keep investing 5% to 20% of their portfolio in small cap segment.Ĥ) Mutual funds in Pharma Sector gave 17% annualised returns in last 5 years and 14% annualised returns in last 10 years. This segment gave 3rd highest returns among the mutual fund schemes in the last 10 years. One should keep investing in banking and financial sector as this is ever green industry.ģ) Mutual funds in Small cap segment gave 28% annualised returns in last 5 years and 15% annualised returns in last 10 years. This sector gave second highest returns among the mutual fund schemes in the last 10 years.
This segment gave highest returns among the mutual fund schemes in the last 10 years.Ģ) Mutual funds in Banking Sector gave 14% annualised returns in last 5 years and 15% annualised returns in last 10 years. We have analysed and found that below sectors have given highest returns for mutual fund schemes in the last 5 to 10 years.ġ) Mutual funds in FMCG segment gave 18% annualised returns in last 5 years and 20% annualised returns in the last 10 years. Which are the best sectors/segments that gave highest returns for mutual fund schemes? We have picked-up 3 mutual fund schemes each from sector funds and ELSS category.
However sector funds are not rated by VRO, hence this parameter ignored for sector funds.ģ) Funds that gave consistent returns in the last 5 to 10 years are given importance rather than high returns in bull-run only.Ĥ) Picked 2 mutual fund schemes each from large cap, midcap, smallcap, diversified and balanced segment.
5 Star, 4 Star and 3 Star ratings only considered. Here are the key parameters on how I filtered these Top Performing Mutual funds in India.ġ) Mutual funds that gave highest returns in last 10 years, 5 years, 3 years, 1 year and 3 months.Ģ) Picked mutual fund schemes that have good rating from value research online i.e. How I filtered Top 15 Best Performing Mutual Funds in Last 5 to 10 years?
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