Article

5 top performing mutual funds in last 5 years

07 Aug 2019 Nutan Gupta

Investors who are willing to remain invested in the stock market for a longer period of time need to identify mutual fund schemes which have a decent track record. Below are 5 mutual fund schemes which have performed consistently in the last 5 years.

Franklin India Smaller Companies Mutual Fund

Fund Manager: Mr. R Janakiraman

Franklin India Smaller Companies Fund was launched on January 13, 2006. The fund has given returns of 15.29% since then. The total assets under management (AUM) of the fund stands at Rs. 4,542 crore as on January 31, 2017. The fund is a small-cap equity fund which has invested around 62% in mid-cap and mid-cap companies, around 17% in large-cap companies and around 11% in debt instruments. It has very well diversified portfolio of 74 stocks.

Trailing Returns (%)

1-year

3-year

5-year

10-year

Franklin India Smaller Companies Fund

33.93 34.13 29.23 17.41

Category

35.50

35.85

24.75

15.24

As on March 14, 2017; Source: Ace equity

Birla Sun Life Equity Mutual Fund

Fund Manager: Mrinal Singh

Birla Sun Life Equity Fund is a diversified equity fund that looks for opportunities without any sectoral or market cap bias with the aim to give long term growth of capital. Launched in the year 1998, the scheme has given returns of 24.79% since then. The fund has outperformed its benchmark S&P BSE 200 over a period of 10 years. The fund consists a total of 69 stocks in its portfolio, with large-cap stocks being given an exposure of 68.33%. The total AUM of the fund stands at Rs. 4,214 crore as on February 28, 2017.

Trailing Returns (%)

1-year

3-year

5-year

10-year

Birla Sun Life Equity Fund

35.42 25.86 20.32 13.83

Category

27.41

20.43

15.65

12.94

As on March 14, 2017; Source: Ace equity

ICICI Prudential Value Discovery Mutual Fund

Fund Manager: Mrinal Singh

ICICI Prudential Value Discovery Fund is an open-ended equity fund which adopts a bottom-up approach to identify and pick its investments. The fund was launched in the year 2004 and it has given returns of 22.62% since then. The fund has outperformed its benchmark S&P BSE 500 and category returns over a 3-year, 5-year and 10-year period. The fund has a total of 41 stocks in its portfolio. The total AUM of the fund stands at Rs. 16,434 crore as on February 28, 2017.

 

Trailing Returns (%)

1-year

3-year

5-year

10-year

ICICI Prudential Value Discovery Fund

24.51 26.44 21.67 18.55

Category

27.41

20.43

15.65

12.94

As on March 14, 2017; Source: Ace equity

HDFC Mid-cap Opportunities Mutual Fund

Fund Manager: Mr. Chirag Setalvad

Launched in the year 2007, HDFC Mid-cap Opportunities Fund attempts to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small and mid-cap companies. The fund has generated returns of 17.40% for its investors since inception. It has a total of 75 stocks in its portfolio. The total AUM of the fund stands at Rs. 14,755 crore as on February 28, 2017.

Trailing Returns (%)

1-year

3-year

5-year

10-year

HDFC Mid-cap Opportunities Fund

36.87 30.46 23.54 -

Category

29.74

27.79

20.54

-

As on March 14, 2017; Source: Ace equity

UTI Mid-cap Mutual Fund

Fund Manager: Mr. Lalit Nambiar

UTI mid-cap is an open-ended equity scheme which seeks to achieve capital appreciation by investing primarily in mid-cap stocks. The fund was launched in the year 2004 and it has given returns of 19.51% since then. The fund has a total of 88 stocks in its portfolio. The total AUM of the fund stands at Rs. 3,646 crore as on February 28, 2017.

 

Trailing Returns (%)

1-year

3-year

5-year

10-year

UTI Mid-cap Fund

24.65 29.84 24.56 16.72

Category

29.74

27.79

20.54

14.65

As on March 14, 2017; Source: Ace equity

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5 top performing mutual funds in last 5 years

07 Aug 2019 Nutan Gupta

Investors who are willing to remain invested in the stock market for a longer period of time need to identify mutual fund schemes which have a decent track record. Below are 5 mutual fund schemes which have performed consistently in the last 5 years.

Franklin India Smaller Companies Mutual Fund

Fund Manager: Mr. R Janakiraman

Franklin India Smaller Companies Fund was launched on January 13, 2006. The fund has given returns of 15.29% since then. The total assets under management (AUM) of the fund stands at Rs. 4,542 crore as on January 31, 2017. The fund is a small-cap equity fund which has invested around 62% in mid-cap and mid-cap companies, around 17% in large-cap companies and around 11% in debt instruments. It has very well diversified portfolio of 74 stocks.

Trailing Returns (%)

1-year

3-year

5-year

10-year

Franklin India Smaller Companies Fund

33.93 34.13 29.23 17.41

Category

35.50

35.85

24.75

15.24

As on March 14, 2017; Source: Ace equity

Birla Sun Life Equity Mutual Fund

Fund Manager: Mrinal Singh

Birla Sun Life Equity Fund is a diversified equity fund that looks for opportunities without any sectoral or market cap bias with the aim to give long term growth of capital. Launched in the year 1998, the scheme has given returns of 24.79% since then. The fund has outperformed its benchmark S&P BSE 200 over a period of 10 years. The fund consists a total of 69 stocks in its portfolio, with large-cap stocks being given an exposure of 68.33%. The total AUM of the fund stands at Rs. 4,214 crore as on February 28, 2017.

Trailing Returns (%)

1-year

3-year

5-year

10-year

Birla Sun Life Equity Fund

35.42 25.86 20.32 13.83

Category

27.41

20.43

15.65

12.94

As on March 14, 2017; Source: Ace equity

ICICI Prudential Value Discovery Mutual Fund

Fund Manager: Mrinal Singh

ICICI Prudential Value Discovery Fund is an open-ended equity fund which adopts a bottom-up approach to identify and pick its investments. The fund was launched in the year 2004 and it has given returns of 22.62% since then. The fund has outperformed its benchmark S&P BSE 500 and category returns over a 3-year, 5-year and 10-year period. The fund has a total of 41 stocks in its portfolio. The total AUM of the fund stands at Rs. 16,434 crore as on February 28, 2017.

 

Trailing Returns (%)

1-year

3-year

5-year

10-year

ICICI Prudential Value Discovery Fund

24.51 26.44 21.67 18.55

Category

27.41

20.43

15.65

12.94

As on March 14, 2017; Source: Ace equity

HDFC Mid-cap Opportunities Mutual Fund

Fund Manager: Mr. Chirag Setalvad

Launched in the year 2007, HDFC Mid-cap Opportunities Fund attempts to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small and mid-cap companies. The fund has generated returns of 17.40% for its investors since inception. It has a total of 75 stocks in its portfolio. The total AUM of the fund stands at Rs. 14,755 crore as on February 28, 2017.

Trailing Returns (%)

1-year

3-year

5-year

10-year

HDFC Mid-cap Opportunities Fund

36.87 30.46 23.54 -

Category

29.74

27.79

20.54

-

As on March 14, 2017; Source: Ace equity

UTI Mid-cap Mutual Fund

Fund Manager: Mr. Lalit Nambiar

UTI mid-cap is an open-ended equity scheme which seeks to achieve capital appreciation by investing primarily in mid-cap stocks. The fund was launched in the year 2004 and it has given returns of 19.51% since then. The fund has a total of 88 stocks in its portfolio. The total AUM of the fund stands at Rs. 3,646 crore as on February 28, 2017.

 

Trailing Returns (%)

1-year

3-year

5-year

10-year

UTI Mid-cap Fund

24.65 29.84 24.56 16.72

Category

29.74

27.79

20.54

14.65

As on March 14, 2017; Source: Ace equity