5 top performing mutual funds in last 5 years
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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