Highest Return Mutual Funds in Last 5 Years 2024 (2024)

The 5 years past performance can give you an insight as to how the funds have performed across different market cycles. Compare the list of highest return mutual funds in the last 5 years and consider seeking advice from Scripbox financial advisors before investing.

Fund Name3 Years Return5 Years Return
Highest Return Mutual Funds in Last 5 Years 2024 (2)
Quant Small Cap Fund (G)
41.4%36.6%
Highest Return Mutual Funds in Last 5 Years 2024 (3)
Quant Infrastructure Fund (G)
42.3%35.3%
Highest Return Mutual Funds in Last 5 Years 2024 (4)
Quant ELSS Tax Saver fund (G)
31.8%31.7%
Highest Return Mutual Funds in Last 5 Years 2024 (5)
Quant Mid Cap Fund (G)
36.3%30.7%
Highest Return Mutual Funds in Last 5 Years 2024 (6)
Quant Flexi Cap Fund (G)
34.0%30.2%
Highest Return Mutual Funds in Last 5 Years 2024 (7)
Nippon India Small Cap Fund (G)
34.6%29.5%
Highest Return Mutual Funds in Last 5 Years 2024 (8)
Quant Active Fund (G)
28.1%28.9%
Highest Return Mutual Funds in Last 5 Years 2024 (9)
Quant Multi Asset Fund (G)
32.0%28.1%
Highest Return Mutual Funds in Last 5 Years 2024 (10)
Invesco India PSU Equity Fund (G)
37.5%27.0%
Highest Return Mutual Funds in Last 5 Years 2024 (11)
ICICI Prudential Infrastructure Fund (G)
39.8%26.7%
Highest Return Mutual Funds in Last 5 Years 2024 (12)
Motilal Oswal Midcap fund (G)
35.1%26.4%
Highest Return Mutual Funds in Last 5 Years 2024 (13)
Tata Small Cap Fund (G)
29.8%26.3%
Highest Return Mutual Funds in Last 5 Years 2024 (14)
DSP Healthcare Fund (G)
19.1%25.8%
Highest Return Mutual Funds in Last 5 Years 2024 (15)
Quant Large and Mid Cap Fund (G)
29.8%25.7%
Highest Return Mutual Funds in Last 5 Years 2024 (16)
SBI Contra Fund (G)
30.3%25.6%
Highest Return Mutual Funds in Last 5 Years 2024 (17)
Bank of India Manufacturing & Infra fund (G)
29.9%25.6%
Highest Return Mutual Funds in Last 5 Years 2024 (18)
Tata Infrastructure Fund (G)
32.8%25.5%
Highest Return Mutual Funds in Last 5 Years 2024 (19)
Bank of India ELSS Tax Saver Fund (G)
25.0%25.2%
Highest Return Mutual Funds in Last 5 Years 2024 (20)
DSP India T I G E R Fund (G)
34.9%24.8%
Highest Return Mutual Funds in Last 5 Years 2024 (21)
Nippon India Growth Fund (G)
28.6%24.7%

Note : *NA implies that Fund is relatively new. Not enough data available

Highest Return Mutual Funds in Last 5 Years 2024 (22)

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Highest Return Mutual Funds in Last 5 Years 2024 (2024)

FAQs

Highest Return Mutual Funds in Last 5 Years 2024? ›

ICICI Prudential Technology Fund gave the highest return of around 23.38% in five years. SBI Technology Opportunities Fund gave 21.50% return in the same period. Pharma & healthcare sector-based funds gave an average return of 22.38% in the last five years. DSP Healthcare Fund gave the highest return of around 25.58%.

What is the best mutual fund to invest in in 2024? ›

  • Fidelity 500 Index Fund. : Best overall.
  • Fidelity Large Cap Growth Index Fund. : Best for growth investors.
  • Fidelity Investment Grade Bond Fund. ...
  • Fidelity Total Bond Fund. ...
  • Vanguard Wellesley Income Fund Investor Shares. ...
  • Schwab Fundamental US Large Company Index Fund. ...
  • Schwab S&P 500 Index Fund. ...
  • Vanguard High-Yield Tax-Exempt Fund.
Mar 26, 2024

Which mutual fund has the highest return in 5 years? ›

ICICI Prudential Technology Fund gave the highest return of around 23.38% in five years. SBI Technology Opportunities Fund gave 21.50% return in the same period. Pharma & healthcare sector-based funds gave an average return of 22.38% in the last five years. DSP Healthcare Fund gave the highest return of around 25.58%.

What is the best fund performance in 2024? ›

Best-performing Elite Rated funds so far in 2024

When it comes to individual funds, the best-performing Elite Rated fund so far in 2024 has been GQG Partners US Equity, returning 25.7%* for investors.

Which mutual fund has the highest rate of return? ›

Summary: Best Mutual Funds
Fund (ticker)10-Year Avg. Ann. Return
Shelton Nasdaq-100 Index Investor Fund (NASDX)18.21%
Schwab Fundamental US Large Company Index Fund (SFLNX)11.71%
Fidelity Intermediate Municipal Income Fund (FLTMX)2.28%
Dodge & Cox Income (DODIX)2.52%
6 more rows
Apr 1, 2024

Which mutual fund is best for next 10 years? ›

What are the best large cap mutual fund for next 10 years?
  • ICICI Pru Bluechip Fund.
  • SBI BlueChip Fund.
  • Mirae Asset Large Cap Fund.
Mar 7, 2024

Should a 70 year old invest in mutual funds? ›

Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.

What is the safest investment with the highest return? ›

Here are the best low-risk investments in April 2024:
  • High-yield savings accounts.
  • Money market funds.
  • Short-term certificates of deposit.
  • Series I savings bonds.
  • Treasury bills, notes, bonds and TIPS.
  • Corporate bonds.
  • Dividend-paying stocks.
  • Preferred stocks.
Apr 1, 2024

What mutual funds does Dave Ramsey invest in? ›

I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international. I personally spread mine in 25% of those four.

What is the best mutual fund right now? ›

Top 25 Mutual Funds
RankSymbolFund Name
1VSMPXVanguard Total Stock Market Index Fund;Institutional Plus
2FXAIXFidelity 500 Index Fund
3VFIAXVanguard 500 Index Fund;Admiral
4VTSAXVanguard Total Stock Market Index Fund;Admiral
21 more rows

What are the top 5 performing mutual funds? ›

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
STSEXBlackRock Exchange BlackRock16.27%
USBOXPear Tree Quality Ordinary16.13%
FGLGXFidelity Series Large Cap Stock16.08%
PRCOXT. Rowe Price U.S. Equity Research16%
3 more rows
Mar 29, 2024

How will mutual funds do in 2024? ›

As of the close of March 2024, overall assets of mutual funds in India have grown by 37.36% yoy. Assets of individual investors in this period grew by 43.16% while the growth in assets of institutional investors stood at a subdued 29.32%.

What is Vanguard's best performing fund? ›

Best Vanguard mutual funds
  • Vanguard 500 Index Fund Admiral Shares (VFIAX).
  • Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
  • Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
  • Vanguard Balanced Index Fund Admiral Shares (VBIAX).

Which mutual funds give 30% return? ›

The top three schemes were from Quant Mutual Fund. Quant Small Cap Fund, Quant ELSS Tax Saver Fund, and Quant Mid Cap Fund gave 37.86%, 31.67%, and 31.66% returns, respectively, in the last five years. This small cap fund gave 31.37% return in the last five years.

What is the best mutual fund for retirees? ›

Best retirement income funds
  • Vanguard LifeStrategy Income Fund (VASIX).
  • Vanguard Target Retirement Income Fund (VTINX).
  • Fidelity Freedom Index Income Fund Investor Class (FIKFX).
  • Schwab Monthly Income Fund Income Payout (SWLRX).
  • Schwab Monthly Income Fund Flexible Payout (SWKRX).

How do I choose a high return mutual fund? ›

Factors to consider before selecting mutual fund category
  1. Investment objective. Firstly, it is imperative to define your investment objectives clearly. ...
  2. Time horizon. Assessing the timeframe for your investment tenure is crucial. ...
  3. Risk tolerance. ...
  4. Goals. ...
  5. Risk. ...
  6. Liquidity. ...
  7. Investment strategy. ...
  8. Fund performance.

Which mutual fund to invest for next 5 years? ›

Performance Overview of top 10 best mutual funds to invest now:
FundsCategory1 Yr Returns
Parag Parikh Flexi Cap Dir Invest OnlineEquity37.02
ICICI Pru Bluechip Dir Invest NowEquity30.57
HDFC Flexi Cap Dir Invest OnlineEquity32.64
Nippon Ind Small Cap Dir Invest OnlineEquity54.93
6 more rows
Apr 23, 2024

What stocks to invest in in 2024? ›

*Based on current CFRA 12-month target prices.
  • Nvidia Corp. (NVDA) ...
  • Alphabet Inc. (GOOG, GOOGL) ...
  • Meta Platforms Inc. (META) ...
  • JPMorgan Chase & Co. (JPM) ...
  • Tesla Inc. (TSLA) ...
  • Mastercard Inc. (MA) ...
  • Salesforce Inc. (CRM) ...
  • Advanced Micro Devices Inc. (AMD)

What are the best mutual funds to buy right now? ›

9 Best Mutual Funds to Buy Now
Mutual FundAssetsFees
American Funds Growth Fund of America (AGTHX)$252 billion0.63%
Fidelity Select Technology Portfolio (FSPTX)$13 billion0.70%
JPMorgan Equity Premium Income Fund (JEPAX)$6 billion0.85%
Vanguard Dividend Appreciation Index Fund (VDADX)$14 billion0.08%
5 more rows
Feb 14, 2024

Which mutual fund should I invest for 5 years? ›

List of Long Duration Duration Mutual Funds in India
Fund NameCategoryRisk
SBI Long Term Equity FundEquityVery High
ICICI Prudential Large & Mid Cap FundEquityVery High
Motilal Oswal Large and Midcap FundEquityModerately High
Bandhan Tax Advantage (ELSS) FundEquityVery High
12 more rows

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