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10 Top-performing MFs by India’s Largest Fund Houses: These schemes have turned Rs 1 lakh into Rs 3.88 lakh-5.52 lakh in 10 years

Top-performing schemes by largest fund houses in India: See list

These funds are:

  • SBI Small Cap (delivering an annualised 18.64 per cent return in direct mode)
  • SBI Technology Opportunities (16 per cent)
  • SBI Magnum Midcap (15.07 per cent)
  • SBI Contra (14.98 per cent)
  • ICICI Pru Technology (16.75 per cent)
  • ICICI Pru Equity & Debt (14.97 per cent)
  • ICICI Pru Infra (14.87 per cent)
  • HDFC Small Cap (17.36 per cent)
  • HDFC Mid-Cap Opportunities (16.96 per cent)
  • and HDFC Flexi Cap (14.51 per cent)

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Now, let’s understand their one-time investment returns in detail.

SBI Small Cap Fund | Annualised 10-year Return: 18.64%

As of February 28, this small cap equity fund has delivered an annualised return of 18.64 per cent, turning a Rs 1 lakh lump sum investment into approximately Rs 5.52 lakh, data shows.

SBI Technology Opportunities Fund | Annualised 10-year Return: 16%

This technology-themed fund has rewarded investors with an annualised 16 per cent return, turning Rs 1 lakh investment into approximately Rs 4.41 lakh.

SBI Magnum Midcap | Annualised 10-year Return: 15.07%

A 15.07 per cent annualised return has been recorded in this midcap MF scheme in 10 years, helping investors grow a lump sum amount of Rs 1 lakh into Rs 4.07 lakh.

SBI Contra Fund | Annualised 10-year Return: 14.98%

This contrarian fund has delivered an annualised 14.98 per cent return during this period, turning every Rs 1 lakh invested into about Rs 4.04 lakh.

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ICICI Pru Technology Fund | Annualised 10-year Return: 16.75%

Also the fourth highest-performing fund on this list, this technology-focused mutual fund scheme has rewarded investors with an annualised 16.75 per cent return in 10 years.

A Rs 1 lakh investment in this schemes has grown to Rs 4.71 lakh during this period.

ICICI Pru Equity & Debt Fund | Annualised 10-year Return: 14.97%

This hybrid mutual fund has delivered an annualised 14.97 per cent return in 10 years, turning a one-time investment of Rs 1 lakh into almost Rs 4.04 lakh.

ICICI Pru Infra Fund | Annualised 10-year Return: 14.87%

This sectoral fund has given an annualised return of 14.87 per cent during this period, helping investors turn Rs 1 lakh one-time investments into Rs 4 lakh (that’s an absolute return of 4 times).

HDFC Small Cap Fund | Annualised 10-year Return: 17.36%

Second only to SBI Small Cap Fund on this list, the HDFC Small Cap Fund has showered investors with an annualised 17.36 per cent return in 10 years.

A Rs 1 lakh investment in this HDFC MF scheme has grown to Rs 4.96 lakh during this period, data shows.

HDFC Mid-Cap Opportunities Fund | Annualised 10-year Return: 16.96%

This midcap equity scheme has grown at an annualised 16.96 per cent return in 10 years, turning a Rs 1 lakh one-time investment into Rs 4.79 lakh.

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HDFC Flexi Cap Fund | Annualised 10-year Return: 14.51%

The only flexicap fund on this list, the HDFC Flexi Cap Fund has clinched an annualised return of 14.51 per cent in 10 years.

A lump sum investment of Rs 1 lakh has grown to Rs 3.88 lakh during this period, data shows.

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