37 equity mutual funds deliver over 100% returns in 5 years. Are any of these part of your portfolio?

Around 37 equity mutual funds have delivered over 100% absolute returns in the last five years, an analysis by ETMutualFunds showed. There were 216 equity funds in the said time period and all funds gave double-digit returns and over 21% in the said time period.

The top three funds were mid cap funds. Motilal Oswal Midcap Fund, the topper in the list, delivered an absolute return of 159.59% in the last five years. HDFC Mid Cap Fund, the largest mid cap fund based on the assets managed, delivered an absolute return of 140.10% in the same period

Also Read |International funds outperform domestic peers as subscriptions resume. Should investors increase global allocation?


Invesco India Midcap Fund gave 139.92% absolute return in the last five years. This was followed by Quant Small Cap Fund which gave 139.48% return in the mentioned period.

The next four funds were small cap funds. Invesco India Smallcap Fund, Bank of India Small Cap Fund, Nippon India Small Cap Fund and Bandhan Small Cap Fund delivered an absolute return of around 139%, 138.18%, 135.34% and 133.25% absolute returns respectively in the said time period.

Nippon India Growth Mid Cap Fund delivered an absolute return of 127.98% in the mentioned period. This was followed by another mid cap fund - Edelweiss Mid Cap Fund - which gave an absolute return of 126.19%.

HDFC Focused Fund offered an absolute return of 124% in the last five years, followed by HSBC Small Cap Fund and Motilal Oswal Large & Midcap Fund who gave 123.16% and 122.67% absolute return respectively in the same period.

HDFC Flexi Cap Fund, the second largest flexi cap fund based on assets managed, delivered an absolute return of 121.55% in the said time period.

Sundaram Mid Cap Fund posted an absolute return of 115.37% in the mentioned time period. This was followed by Edelweiss Small Cap Fund which gave 114.71% absolute return in the said time period.

Kotak Mid Cap Fund and Motilal Oswal ELSS Tax Saver Fund delivered an absolute return of 109% each in the last five years. Bank of India Flexi Cap Fund and Axis Small Cap Fund gave 104% absolute return each in the mentioned period..

Mahindra Manulife Multi Cap Fund posted a gain of 102.52% in the said time period. SBI Contra Fund, the oldest and largest contra fund, offered an absolute return of 101.47% in the same period.

Mirae Asset Midcap Fund delivered an absolute return of 101.27% in the last five years.

Also Read |HUDCO shares jump 4% after signing Rs 25,000 crore MoU with Bihar government for infrastructure development

Other funds who have completed five years

ITI Mid Cap Fund and HDFC Small Cap Fund gave 99.78% and 99.12% absolute returns respectively in the said time period.

Two funds from Quant Mutual Fund - Quant Mid Cap Fund and Quant ELSS Tax Saver Fund delivered an absolute return of 98.05% and 98.03% respectively in the last five years. Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on assets managed, delivered an absolute return of 71.17% in the said time period.

Axis Focused Fund was the last one in the list and delivered an absolute return of 21.81% in the last five years.

We considered all equity funds excluding sectoral and thematic funds. We considered regular and growth oriented funds. We calculated absolute returns of these funds in the last five years.

Note, the above exercise is not a recommendation. The exercise was done to find which equity funds delivered an absolute return of over 100% in the last five years. One should not make investment or redemption decisions based on the above exercise.

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

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

If you have any mutual fund queries, message ET Mutual Funds on Facebook/Twitter. We will get them answered by our panel of experts. Do share your questions at ETMFqueries@timesinternet.in along with your age, risk profile, and Twitter handle.