This fund has beaten its peers and able to generate good returns in the medium to long term. Our View: This fund invests in large cap and midcap stocks. The fund aims to generate capital appreciation by investing in a diversified portfolio of large and mid-cap stocks. I would recommend avoiding such funds and stick to other category of funds where an investor is familiar. At some times, the fund manager’s strategy of value stocks can also go wrong. One can see the value in such stocks only the long term. One needs to have patience if invested in such funds as such value stocks would move at a slower pace. Our View: This fund aims to generate returns by investing in value stocks. The scheme aims for capital appreciation and to generate consistent returns by actively investing in equity/ equity related securities predominantly into value stocks.
High risk investors can invest in this Technology mutual fund, but keep an eye on the sector performance. This fund generated high returns even in the last 5 to 10 years too. This is one of the top performing mutual fund in the last 15 years. IT and Technology related companies have always been evergreen (except during recessions).
Our View: This fund is again sector fund that invests in IT and IT related companies. This fund invests in IT and IT related companies in India. One need to wait and watch before investing in such funds. There are several other peers which did well in the last 1-5 years. However, this fund is under performer in the last 1 to 5 years time frame. Our View: This banking fund is top performer in the last 5 to 15 years time frame. This fund invests in banking and financial services companies in India. There are several other Flexicap mutual funds which did well in the last 5-10 years. However, if you observe, this is under performer in the last 1 year to 10 years time frame.
Our View: This flexicap fund is top performer in the last 10 to 15 years time frame. This Flexicap fund invests across market cap, i.e. If there is down trend in the sector, one can exit such fund. This is one of the best pharma mutual funds to invest, however this is meant for high risk investors only. However, one can see slowdown for several years the way it happened during 2017 to 2019. Pharma has been doing well in the last 10 to 15 years. Our View: This is sector fund that invests in single sector, i.e. This fund is sector fund that invests in pharma and healthcare companies. Let me provide fund overview, fund performance and our view and analysis about these funds. #10 – ICICI Prudential Value Discovery Fund – 15.4%īest Performing Mutual Funds in the last 15 years – Detailed Analysis #9 – Aditya Birla Sun Life India GenNext Fund – 15.4% #7 – SBI Consumption Opportunities Fund – 15.7% #6 – Canara Robeco Emerging Equities Fund – 15.7% #4 – ICICI Prudential Technology Fund – 16.6% Here are the list of top performing mutual funds in the last 15 years in India along with 15 years annualized return.
I have provided some of these tips in how to get higher returns from mutual funds article earlier.īest Performing Mutual Funds in the last 15 years This is where your returns would get averaged out. till 2020, you would have seen 3 bull phases and 3 bear phases. 2020, you would have seen 2 bull phases and 2 bear phases.Īssume you have invested in 2005 for 15 years, i.e. You would have seen 2 bull phases and 2 bear phaseĪssume you have invested in 2010 and for long term of 10 years i.e. Mar-2020 – Markets crashed, but it was for a short periodĪssume you have invested in 2007 and long term of say 10 years i.e. Let us check the ups and downs in the stock market (major ones) in the last 15 years. Such period would help investors to get good returns from bull phases and reduce negative returns any bear phases. I would keep publishing mutual fund portfolio recommendations every year and I keep indicating investors to invest in mutual funds atleast for 8 to 10 years.