11 equity mutual funds multiply investors' lumpsum investment by over 4.3 times in 5 years
The top two funds were small caps. Quant Small Cap Fund multiplied the investors' lumpsum investment by 6.35 times in the last five years. A lumpsum investment of Rs 1 lakh made in this fund five years ago would have been Rs 6.35 lakh now. The fund gave a CAGR of 44.73% in the same period.
Also Read | JioBlackRock Mutual Fund: 3 NFOs open for subscription today. Should you invest?Nippon India Small Cap Fund, the largest small cap fund based on assets managed, multiplied the lumpsum investment by 4.99 times and offered a CAGR of 37.94% in the said time period. Motilal Oswal Midcap Fund multiplied the same investments by 4.75 times and delivered a CAGR of 36.58% in the same time period. The next funds in the list were small cap funds. Bandhan Small Cap Fund multiplied the lumpsum investment by 4.70 times and offered a CAGR of 36.26%.
HSBC Small Cap Fund and Bank of India Small Cap Fund multiplied the lumpsum investments by 4.50 times and 4.46 times respectively in the last five years followed by Franklin India Smaller Cos Fund which multiplied the investments by 4.44 times. Franklin India Smaller Cos Fund gave a CAGR of 34.75% in the similar time period.
Edelweiss Small Cap Fund and HDFC Small Cap Fund multiplied the investments by 4.37 times each in the same time period. Both the funds gave a CAGR of 34.32% in the said period.
Invesco India Smallcap Fund and Canara Rob Small Cap Fund multiplied the same Rs 1 lakh investment by 4.31 times each in the similar time period and gave a CAGR of 33.92% and 33.91% respectively.The other equity funds multiplied the investments ranging between 2.01 times to 4.28 times in the same time period. SBI Contra Fund, the largest and oldest contra fund, multiplied the investors' lumpsum investment by 4.26 times. Quant Mid Cap Fund, a prominent fund managed by Quant Mutual Fund, multiplied the investments by 4.03 times in the same time period. The oldest ELSS fund, SBI Long Term Equity Fund, multiplied the lumpsum investment by 3.49 times and gave a CAGR of 28.39% in the last five years.
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Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on assets managed, multiplied the investment by 3.21 times and gave a CAGR of 26.28% in the said time period. Motilal Oswal Focused Fund was the last one in the list and multiplied the investment by 2.01 times and gave a CAGR of 14.97% in the last five years. We considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the lumpsum investment performance of equity funds in the last five years.Note, the above exercise is not a recommendation. The exercise was done to find which equity funds have multiplied investors' lumpsum investment by over 4.30 times in the last five years.One should not make investment or redemption decisions based on the above exercise. One should always consider risk appetite, investment horizon, and goals before making any investment decisions.
(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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