9 equity mutual funds deliver over 20% return on lumpsum investments in 1 year. Do you own any?

Nine equity mutual funds have offered over 20% return on lumpsum investments made in the last one year, an analysis by ETMutualFunds showed. There were 281 funds in the said time period, of which 277 gave positive returns and four gave negative returns.

The top four funds were mid cap funds. ICICI Prudential Midcap Fund delivered the highest return of around 25.70% in the last one year on the lumpsum investments made. A lumpsum investment of Rs 1 lakh on February 22, 2025 would have been Rs 1.25 lakh now.



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The other three mid cap funds - HSBC Midcap Fund, Mirae Asset Midcap Fund, and Invesco India Midcap Fund - delivered returns of 22.37%, 22.19%, and 21.77% respectively in the last one year.

Kotak Focused Fund turned the Rs 1 lakh lumpsum investment to Rs 1.21 lakh with a CAGR of 21.26% in the last one year. Groww Multicap Fund delivered a return of 21.22% in the last one year on lumpsum investments.

Helios Large & Mid Cap Fund offered a return of 21.06% in the last one year on the lumpsum investments and turned Rs 1 lakh investment to Rs 1.21 lakh now.

Nippon India Growth Mid Cap Fund, the fund with the largest NAV, delivered a return of 20.38% on lumpsum investments. ICICI Pru Focused Equity Fund delivered a return of 20.30% in the last one year.

Others

Two funds from Kotak Mutual Fund - Kotak Midcap Fund and Kotak Flexicap Fund - delivered a return of 18.48% and 18.39% respectively. SBI ELSS Tax Saver Fund, the oldest ELSS fund, delivered a return of 12.05% in the last one year on lumpsum investments.

Parag Parikh Flexi Cap Fund, the largest active and flexi cap fund based on assets managed, delivered a return of 8.42% in the last one year.

Quant Large & Mid Cap Fund and Quant Multi Cap Fund were the last ones in the list to deliver positive returns on lumpsum investments. The funds gave a return of 2.08% and 1.54% respectively.

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Negative performers

Samco Multi Cap Fund, lost the most on lumpsum investments of around 3.69% in the last one year. Tata Small Cap Fund and Quant Mid Cap Fund lost 2.09% and 1.44% respectively. Motilal Oswal Midcap Fund delivered a negative return of 0.47% in the last one year.

We considered all equity mutual funds. We considered regular and growth options. We calculated the lumpsum performance from February 21, 2025 to February 21, 2026.

Note, the above exercise is not a recommendation. The exercise was done to find how equity mutual funds performed in the last one year on the lumpsum investments. One should not make investment or redemption decisions based on the above exercise.

One should always consider their risk appetite, investment horizon and 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)

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