Mutual fund schemes that tripled investors' money in four years

You hear it every day: Stock X doubled or tripled in a year. How about mutual funds? Do they also double and triple investments? We decided to do some research and find out whether any mutual fund schemes multiplied investors' money in a short to medium time period.

We started with diversified equity schemes. During our research, we found out that quite a few schemes in the largecap, midcap, smallcap and multicap categories tripled investments in four years.

To make it simpler, if you had invested Rs 1 lakh in Escorts High Yield Equity fund, a largecap mutual fund scheme, on 27th November, 2013, your investments would have tripled in these four years to Rs 3.01 lakh today.


We found that 16 midcap schemes tripled investors' wealth in four years. Two multicap schemes also tripled investors' money.

Smallcap schemes quadrupled wealth

‘Higher the risk, higher the returns,’ indeed holds true for smallcap category. Three smallcap schemes multiplied the invested amount four times in four year time period.
This research shows, mutual fund schemes can deliver tremendous returns if chosen carefully. However, we have always advocated that investments should be made in well-performing schemes based on your risk appetite and time horizon.

We excluded sectoral and ELSS funds in this exercise as these schemes serve a different purpose.