Mutual Fund Champion Schemes with Highest Returns: Do you know about the champion schemes of equity funds? If you do not know till now, then we are going to discuss them further. Actually, equity mutual funds are divided into many different categories. These include many categories ranging from large cap, mid cap, small cap to flexi cap, multi cap, ELSS and value funds. It can be difficult for any investor to choose the right scheme for themselves among so many fund categories. To reach the right decision in this regard, information about the past data of annual returns of all mutual fund schemes can be very useful. That is why here we are going to give information about the champion schemes that have given the highest annual returns in the last 5 years in every sub-category of equity funds.
Which scheme became the champion in which category
The figures of which scheme has given the maximum return in the last 5 years in different sub-categories of equity funds are given below. Through these figures, you will be able to compare the best returns in different categories of equity funds, which will help you in choosing the right scheme according to your investment goal.
1. Fund Category: Small Cap Funds
Schemes giving highest returns in 5 years: Quantum Small Cap Fund
Average annual return of the scheme in 5 years (regular plan): 48.23%
Average annual return of the scheme in 5 years (Direct Plan): 49.98%
2. Sub-Category: Sectoral / Thematic Funds
Schemes giving highest returns in 5 years: Quantum Infrastructure Fund
Average annual return of the scheme in 5 years (regular plan): 38.37%
Average annual return of the scheme in 5 years (Direct Plan): 40.19%
3. Sub-Category: Mid Cap Funds
Schemes giving highest returns in 5 years: Quantum Mid Cap Fund
Average annual return of the scheme in 5 years (regular plan): 36.33%
Average annual return of the scheme in 5 years (Direct Plan): 38.76%
4. Fund Category : ELSS Tax Saver Fund
Schemes giving highest returns in 5 years: Quant ELSS Tax Saver Fund
Average annual return of the scheme in 5 years (regular plan): 35.58
Average annual return of the scheme in 5 years (Direct Plan): 37.79
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5. Fund Category : Flexi Cap Fund
Schemes giving highest returns in 5 years: Quantum Flexi Cap Fund
Average annual return of the scheme in 5 years (regular plan): 35.93%
Average annual return of the scheme in 5 years (Direct Plan): 37.35%
6. Fund Category : Multi Cap Fund
Schemes giving highest returns in 5 years: Quant Active Fund
Average annual return of the scheme in 5 years (regular plan): 32.87%
Average annual return of the scheme in 5 years (Direct Plan): 34.55%
7. Fund Category : Contra Fund
Schemes giving highest returns in 5 years: SBI Contra Fund
Average annual return of the scheme in 5 years (regular plan): 31.81
Average annual return of the scheme in 5 years (Direct Plan): 32.83
8. Fund Category : Exchange Traded Funds (ETFs)
Schemes giving highest returns in 5 years: CPSE ETF
Average annual return of the scheme in 5 years (regular plan): 32.76
Average Annual Return of the scheme in 5 years (Direct Plan): NA
9. Fund Category : Index Fund
Schemes giving highest returns in 5 years: Motilal Oswal Nifty Smallcap 250 Index Fund
Average annual return of the scheme in 5 years (regular plan): 30.91%
Average annual return of the scheme in 5 years (Direct Plan): 31.81%
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10. Fund Category : Large & Mid Cap Funds
Schemes giving highest returns in 5 years: Quant Large and Mid Cap Fund
Average annual return of the scheme in 5 years (regular plan): 29.11%
Average annual return of the scheme in 5 years (Direct Plan): 30.71%
11. Fund Category : Value Fund
Schemes giving highest returns in 5 years: JM Value Fund
Average annual return of the scheme in 5 years (regular plan): 29.27%
Average annual return of the scheme in 5 years (Direct Plan): 30.25%
12. Fund Category : Dividend Yield Funds
Schemes giving highest returns in 5 years: ICICI Prudential Dividend Yield Equity Fund
Average annual return of the scheme in 5 years (regular plan): 27.33%
Average annual return of the scheme in 5 years (Direct Plan): 28.85%
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13. Fund Category : Focused Funds
Schemes giving highest returns in 5 years: Quant Focused Fund
Average annual return of the scheme in 5 years (regular plan): 25.52%
Average annual return of the scheme in 5 years (Direct Plan): 27.76%
14. Fund Category : Large Cap Funds
Schemes giving highest returns in 5 years: Nippon India Large Cap Fund
Average annual return of the scheme in 5 years (regular plan): 22.57%
Average annual return of the scheme in 5 years (Direct Plan): 23.61%
(Source: AMFI, data updated till 11 September 2024)
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Which scheme gave the highest return?
According to the above data, among all the sub-categories of equity funds, the direct plan of Quant Small Cap Fund has given the highest average annual return of 49.98% in the last 5 years. After that, Quant Infrastructure Fund is at second place, whose direct plan has given an average annual return of 40.19% in the last 5 years. Although investing in small cap and thematic funds is considered high risk, investors who have the ability to take more risk for better returns can consider them. For other investors, low-risk options of diversified schemes of flexi cap, multi cap, index fund category are also available.
