5 equity mutual funds offer over 15% returns in 9 months. Check top performers

Five equity mutual funds delivered over 15% returns in the last nine months, out of a total of 279 funds, according to data analysis by ETMutualFunds.

The top performers were focused funds. ICICI Pru Focused Equity Fund led the pack with a 16.59% return, followed by Kotak Focused Fund at 15.81% during the same period.

Invesco India Midcap Fund posted a return of around 15.30%, while Helios Large & Mid Cap Fund and Invesco India Large & Mid Cap Fund delivered 15.22% and 15.08%, respectively, highlighting strong gains in the large- and mid-cap segments.


Other notable performers included ICICI Pru Flexicap Fund with 14.47%, ICICI Pru ELSS Tax Saver Fund at 12.48%, ICICI Pru Midcap Fund at 12.25%, and ICICI Pru Large & Mid Cap Fund at 12.15%.

Among largecap funds, Kotak Large Cap Fund posted 10.79%, followed closely by PGIM India Large Cap Fund at 10.68% over the same nine-month period.

Two mid-cap funds, Kotak Midcap Fund and Kotak Mahindra Midcap Fund, delivered returns of 9.97% and 9.95%, respectively, over the nine-month period. Parag Parikh Flexi Cap Fund, the largest active flexi-cap fund by assets under management, gave a 9.25% return during the same period.

Among multi-cap funds, ICICI Pru Multicap Fund and HDFC Multi Cap Fund posted 7.38% and 7.29% returns, respectively. SBI Contra Fund, the largest contra fund by assets, returned 5.52%, followed by Edelweiss Multi Cap Fund at 5.51%.

SBI Small Cap Fund delivered a modest return of 2.30%. Over the last nine months, about 12 funds were in focus. On the downside, Samco Flexi Cap Fund lost the most at 9.26%, followed by LIC MF Small Cap Fund with a 6.66% loss. Bank of India Small Cap Fund declined 0.26%, while Quant Mid Cap Fund fell around 2.79%.

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

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

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