52 equity mutual funds delivered over 100% returns in 5 years. Are any in your portfolio?

Around 52 equity mutual funds have delivered absolute returns of more than 100% over the past five years, an analysis by ETMutualFunds showed. A total of 212 equity funds were in existence during the period, and all of them generated double-digit returns, with the lowest return exceeding 29%.

The top four performers were mid-cap funds. Motilal Oswal Midcap Fund, which topped the list, delivered an absolute return of 169.84% over the past five years. HDFC Mid-Cap Fund, the largest mid-cap fund by assets under management (AUM), delivered an absolute return of 146.21% during the same period.

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Invesco India Midcap Fund and Nippon India Growth Mid Cap Fund delivered absolute returns of 144.32% and 139.81%, respectively, over the past five years.

The next two spots were occupied by small-cap funds. Invesco India Smallcap Fund and Nippon India Small Cap Fund generated absolute returns of 133.48% and 133.16%, respectively.

HDFC Focused Fund delivered an absolute return of 132.05%, followed by Bandhan Small Cap Fund and Nippon India Multi Cap Fund, which returned 131.64% each over the same period.

Edelweiss Mid Cap Fund and Bank of India Small Cap Fund posted absolute returns of around 130% each. Sundaram Mid Cap Fund delivered 128.97%, followed by HDFC Flexi Cap Fund—the second-largest flexi-cap fund by assets under management (AUM)—with an absolute return of 127.80%.

Among large & mid-cap schemes, Motilal Oswal Large & Midcap Fund and Invesco India Large & Mid Cap Fund delivered absolute returns of 125.13% and 123.44%, respectively.

Quant Small Cap Fund returned 122.10%, followed by two schemes from ICICI Prudential Mutual Fund. ICICI Prudential Large & Mid Cap Fund and ICICI Prudential Midcap Fund delivered absolute returns of 121.57% and 121.05%, respectively.

Around seven funds generated absolute returns ranging between 113.32% and 119.12% over the five-year period. Franklin India Small Cap Fund, Motilal Oswal ELSS Tax Saver Fund, SBI ELSS Tax Saver Fund, and Sundaram Small Cap Fund each delivered returns of around 112%.

The next four funds generated returns of around 111% during the same period. SBI Contra Fund, the largest and oldest contra fund, delivered an absolute return of 108.45% over the past five years.

Another four funds posted returns of around 107%. Mahindra Manulife Multi Cap Fund returned 104.47%, while ITI Mid Cap Fund delivered 102.57%.

Quant Mid Cap Fund generated an absolute return of 102.34%, while ICICI Prudential Flexicap Fund and Baroda BNP Paribas Mid Cap Fund delivered 100.90% and 100.26%, respectively, over the last five years.

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Canara Robeco Small Cap Fund delivered an absolute return of 99.41% over the past five years. Two schemes from Nippon India Mutual Fund—Nippon India Vision Large & Mid Cap Fund and Nippon India Value Fund—returned 97.64% and 97.26%, respectively, during the same period.

Parag Parikh Flexi Cap Fund, the largest active and flexi-cap fund by assets under management (AUM), delivered an absolute return of 80.42% over the past five years.

UTI Flexi Cap Fund and Axis Focused Fund were the last two funds on the list, delivering absolute returns of 35.19% and 29.78%, respectively, during the period.

For this analysis, we considered all equity mutual funds, excluding sectoral and thematic funds. Only regular-plan, growth-option schemes that completed five years were included. Absolute returns over the last five years were calculated for each scheme.

Note: This exercise is not a recommendation to buy or sell any mutual fund. It has been carried out solely to identify equity mutual funds that delivered absolute returns of more than 100% over the past five years. Investors should not make investment or redemption decisions based solely on this analysis.

Investors should always consider their risk appetite, investment horizon, and financial goals before making any investment decision.

(Disclaimer: Recommendations, suggestions, views, and opinions expressed by experts are their own and do not necessarily represent the views of The Economic Times)

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