Mutual Fund Champion Schemes with Highest Returns: If we talk about schemes that give high returns in the long term, it is important to mention Equity Mutual Funds. But equity mutual funds are also divided into many different categories. These include many types of schemes ranging from Large Cap, Mid Cap, Small Cap to Flexi Cap, Multi Cap, ELSS and Value Fund. It is not easy to choose the right scheme for yourself among so many fund categories. To take the right decision in this regard, one should have complete information about all the mutual fund schemes. Previous return figures are also included in this information.
Maharathi is which scheme in which category?
Here, information is being given about the schemes giving highest annual returns in each sub-category of equity funds during the last 5 years. Although the past returns in equity mutual funds are not guaranteed to continue in the future, the success of the fund’s management can definitely be estimated on their basis.
1. Category: Small Cap Fund
Scheme giving highest returns in 5 years: Quant Small Cap Fund
Average annual return of the scheme in 5 years (Regular Plan): 41.88%
Average annual return of the scheme in 5 years (Direct Plan): 43.64%
Asset Under Management (AUM): Rs 25,864.16 crore
2. Category: Sectoral and Thematic Fund
Scheme giving highest return in 5 years: Quant Infrastructure Fund
Average annual return of the scheme in 5 years (Regular Plan): 33.03%
Average annual return of the scheme in 5 years (Direct Plan): 34.72%
Asset Under Management (AUM): Rs 3,376.01 crore
3. Category: Mid Cap Fund
Scheme giving highest returns in 5 years: Quant Mid Cap Fund
Average annual return of the scheme in 5 years (Regular Plan): 29.93%
Average annual return of the scheme in 5 years (Direct Plan): 32.19%
Asset Under Management (AUM): Rs 8,704.87 crore
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4. Fund-Category: Exchange Traded Fund (ETF)
Scheme giving highest returns in 5 years: CPSE ETF
Average annual return of the scheme in 5 years (Regular Plan): 31.05%
Average annual return of the scheme in 5 years (Direct Plan): NA
Asset Under Management (AUM): Rs 36,393.55 crore
5. Category: Flexi Cap Fund
Scheme giving highest returns in 5 years: Quant Flexi Cap Fund
Average annual return of the scheme in 5 years (Regular Plan): 29.94 ,
Average annual return of the scheme in 5 years (Direct Plan): 31.24%
Asset Under Management (AUM): Rs 6,885.33 crore
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6. Category : ELSS Tax Saver Fund
Scheme giving highest returns in 5 years: Quant ELSS Tax Saver Fund
Average annual return of the scheme in 5 years (Regular Plan): 28.90%
Average annual return of the scheme in 5 years (Direct Plan): 30.94%
Asset Under Management (AUM): Rs 10,339.06 crore
7. Category : Contra Fund
Scheme giving highest returns in 5 years: SBI Contra Fund
Average annual return of the scheme in 5 years (Regular Plan): 27.94%
Average annual return of the scheme in 5 years (Direct Plan): 28.96%
Asset Under Management (AUM): Rs 41,402.81 crore
8. Category: Multi Cap Fund
Scheme giving highest returns in 5 years: Quant Active Fund
Average annual return of the scheme in 5 years (Regular Plan): 26.52%
Average annual return of the scheme in 5 years (Direct Plan): 28.21%
Asset Under Management (AUM): Rs 9,967.62 crore
9. Category: Large and Mid Cap Fund
Scheme giving highest returns in 5 years: Quant Large and Mid Cap Fund
Average annual return of the scheme in 5 years (Regular Plan): 24.26 ,
Average annual return of the scheme in 5 years (Direct Plan): 25.90%
Asset Under Management (AUM): Rs 3,638.36 crore
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10. Category: Index Fund
Scheme giving highest returns in 5 years: Motilal Oswal Nifty Smallcap 250 Index Fund
Average annual return of the scheme in 5 years (Regular Plan): 24.80%
Average annual return of the scheme in 5 years (Direct Plan): 25.66
Asset Under Management (AUM): Rs 808.94 crore
11. Category: Dividend Yield Fund
Scheme giving highest return in 5 years: ICICI Prudential Dividend Yield Equity Fund
Average annual return of the scheme in 5 years (Regular Plan): 24.40%
Average annual return of the scheme in 5 years (Direct Plan): 25.95%
Asset Under Management (AUM): Rs 4,750.11 crore
Also read: Small Cap Champion: The country’s biggest small cap fund is the champion in 10 year returns, the money doubled in 3 years and four and a half times in 5 years.
12. Category: Value Fund
Scheme giving highest returns in 5 years: ICICI Prudential Value Discovery Fund
Average annual return of the scheme in 5 years (Regular Plan): 24.39 ,
Average annual return of the scheme in 5 years (Direct Plan): 25.07%
Asset Under Management (AUM): Rs 47,791.99 crore
13. Category: Focused Fund
Scheme giving highest returns in 5 years: ICICI Prudential Focused Equity Fund
Average annual return of the scheme in 5 years (Regular Plan): 22.03%
Average annual return of the scheme in 5 years (Direct Plan): 23.54%
Asset Under Management (AUM): Rs 9,756.64 crore
14. Category: Large Cap Fund
Scheme giving highest returns in 5 years: Nippon India Large Cap Fund
Average annual return of the scheme in 5 years (Regular Plan): 18.33%
Average annual return of the scheme in 5 years (Direct Plan): 19.35%
Asset Under Management (AUM): Rs 35,022.02 crore
(Source: AMFI, updated figures till January 22, 2025)
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Take decision considering market risk
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 43.64% in the last 5 years. Quant Infrastructure Fund is at second place, whose direct plan has an average annual return of 34.72% in the last 5 years. Whatever be the equity fund, there is always market related risk in it. But investing in small cap and sectoral or thematic funds is considered riskier than diversified funds like flexi cap and multi cap. Therefore, only those investors should consider investing in these, who have the preparation and ability to take big risks for better returns.
(Disclaimer: The purpose of this article is only to provide information, not to give investment advice. The past returns of a mutual fund do not guarantee that it will continue in the future. Decisions related to investment should be taken only after consulting a SEBI approved investment advisor.)
