Top Performing Mutual Funds of the Last Year | Investment Insights

It is very important for one to understand which sector, which funds have outperformed others in last one year to consider your decision in investing them or not.

Considering this, following article talks about various funds that have given phenomenal returns some of them very new, some others old. Following is the list of funds given in the highest order of their returns in last one year.

Best Performing Funds in the Last 1 Year

1) Sundaram Banking and PSU Debt Fund

This is a short-term debt fund. Its launch date is 15-March 2015. The returns of it are as given below:

Duration Returns 1 year  137.55 % 3 years  NA 5 years  NA

Since it is newly launched fund, its performance is uncertain. But for now considering its highest returns in one year, it is kept highest in the category.

Star Rating by Groww: 1

Fund Size: ₹19 Crore.

Risk: Very High

Its main holdings are as shown below:

It invests entirely in debt sector with breakup as shown below:

Sector Percentage Financial Services 60.9% Energy                5.3% Current Assets               33.9%

Since it’s a newly launched fund, and it invests in debt sector, it can be helpful for beginners, but again the risk appetite is high which can be a problem of uncertainty.

2) SBI Small and Mid cap fund:

It is an equity fund that invests mainly in small cap companies. The returns of it are as given below:

Duration Returns 1 year  49.36 % 3 years  25.37%

Star Rating by Groww: 4

Fund Size: ₹943 Crore.

Risk:  High

Its main holdings are as shown below:

Sector Percentage Consumer Goods 23.7% Industrial Manufacturing                17.8% Services               14.0%

Since it’s a 4 star rated fund by Groww and also has consistently performed well in past few years, it has a high potential of better returns when compared to benchmark set by the market.

3) HDFC Small Cap Fund:

It is an equity fund that invests mainly in small cap companies. The returns of it are as given below:

Duration Returns 1 year  43.16 % 3 years  20.96%

Star Rating by Groww: 5

Minimum SIP Amount: ₹500

Fund Size: ₹2152 Crore.

Risk:  High

Its main holdings are as shown below:

It invests entirely in debt sector with breakup as shown below:

Sector Percentage Industrial Manufacturing               17.0% Automobile                14.7% Construction                11.1%

Since it’s a 5 star rated fund by Groww, it has a high potential of better returns when compared to benchmark set by Groww. And it is a consistent performer since past years.Its top holdings mainly include Sonata Software Ltd.,Redington India Ltd.,Aarti Industries Ltd.,KEC International Ltd.

4) Reliance Small Cap Fund

It is an equity fund that invests mainly in small cap companies. The returns of it are as given below:

Duration Returns 1 Year 40.95% 3 Years 22.87% 5 Years 36.72%

Star Rating by Groww: 5

Minimum SIP Amount: ₹100

Fund Size: ₹2152 Crore.

Risk:  High

Its main holdings are as shown below:

Sector Percentage Consumer Goods 21.7% Industrial Manufacturing                15.1% Chemicals               11.8%

Since it’s a 5 star rated fund by Groww, it has a high potential of better returns when compared to benchmark set by Groww. And it is a consistent performer since past years, with some of its top holdings including Navin Fluorine International Ltd., Deepak Nitrite Ltd., Aditya Birla Finance Ltd. (91D), V I P Industries Ltd.

5) BOI AXA Manufacturing & Infrastructure Fund

It is an equity-sector fund that invests mainly in sectors of industrial manufacturing and construction. The returns of it are as given below:

Duration Returns 1 Year 40.12% 3 Years 14.07% 5 Years 19.78%

Star Rating by Groww: 2

Minimum SIP Amount: ₹1000

Fund Size: ₹19 Crore.

Risk:  High

Its main holdings are as shown below:

Sector Percentage Industrial Manufacturing 29.5% Construction                24.2% Metals               15.3%

It’s a 2  star rated fund by Groww, also the risk is high here since it invests in particular sectors and a fraction of amount in other sectors. Its top holding companies are Larsen & Toubro Ltd., Graphite India Ltd., Power Grid Corporation of India Ltd.,etc.

6) Tata Consumer Fund

It is an equity-sector fund that invests heavily in sectors of consumer goods and automobile. The returns of it are as given below:

Duration Returns 1 Year 36.14%

Star Rating by Groww: 3

Minimum SIP Amount: ₹500

Fund Size: ₹704 Crore.

Risk:  High

Its main holdings are as shown below:

Sector Percentage Consumer Goods               61.2% Automobile                25.8% Media & Entertainment                9%

Since its launch date is 28-Dec-2015, its 3 year and 5 year return is not available but it is consistently performing above the benchmark standards and its top holding companies are: ITC Ltd., Hindustan Unilever Ltd., Maruti Suzuki so it is expected that it has a very good potential to get higher returns.

7) L&T Emerging Businesses Fund

It is an equity fund that invests mainly in small cap companies. The returns of it are as given below:

Duration Returns 1 Year 39.09% 3 Years 24.0%

Star Rating by Groww: 5

Minimum SIP Amount: ₹500

Fund Size: ₹3587 Crore.

Risk:  High

Its main holdings are as shown below:

Sector Percentage Industrial Manufacturing                20.1% Financial Services                16.0%

Since it’s a 5 star rated fund by Groww, it has a high potential of better returns when compared to benchmark set by S&P BSE Small Cap. And it is a consistent performer since past years, with some of its top holdings including Sobha Ltd., Rane Holdings Ltd., Carborundum Universal Ltd.

 8) Edelweiss Greater China Equity Offshore Fund

It invests in Funds of Funds under global category. The returns of it are as given below:

Duration Returns 1 Year 42.75% 3 Years 14.48%

Star Rating by Groww: 2

Fund Size: ₹40 Crore.

Risk:  High

Its main holdings are as shown below:

Sector Investment Mutual Funds              ₹39 Crore Debt sector Allocation                ₹1 crore

It invests mainly in international fund(JP Morgan, JF Greater China Equity).

9) ICICI Prudential NV20 iWIN ETF

It comes under the Equity-ETF category of funds. ETFs track stock exchange price fluctuations or an index number and hence have varying value throughout the day unlike mutual funds. The returns of the fund is as given below:

Duration Returns 1 Year 38.11%

Star Rating by Groww: 1

Fund Size: ₹7 Crore.

Risk:  Moderate

Its main holdings are as shown below:

Sector Returns IT 29% Financial Services                27.6%

It follows mainly equity large cap funds. Its top holding include Reliance Industries, Infosys and ICICI Bank. Which can help it gain far better returns in near future.

10) SBI FMCG Fund

It is an equity sector fund. Its launch date is 1st Jan 2013. Its returns are shown as below:

Duration Returns 1 Year 34.15% 3 Years 15.95% 5 Years 19.44%

Star Rating by Groww: 3

Fund Size: ₹459 Crore.

Risk:  Moderately High

It invests mainly in consumer goods with its top holdings including ITC , Colgate Palmolive, Glaxosmithkline Consumer Health Care Ltd., Jubilant FoodWorks Ltd. which is apt for getting better returns in the future.

11) IDFC Sterling Equity Fund

It is a type of equity mid cap funds, in which money is invested in stocks of companies with medium level market capitalization.

Its returns are as given below:

Duration Returns 1 Year 34.05% 3 Years 14.31% 5 Years 22.53%

Star Rating by Groww: 5

Fund Size: ₹2302 Crore.

Min SIP Amount:₹1000

Risk: High

It invests mainly in financial services and automobile, with its top holdings including Future Retial, Minda Indutries, Bajaj Finance Ltd.

12) BOI AXA Tax Advantage Fund

It is a type of Equity funds under the category of ELSS(Equity linked Savings Scheme).  The returns of it are as given below:

Duration Returns 1 Year 36.17% 2 Years 26.92% 3 Years 12.04%  5 Years 20.42%

Star Rating by Groww: 3

Minimum SIP Amount: ₹500

Fund Size: ₹133 Crore.

Risk:  Moderately High

Its main holdings are as shown below:

Sector Percentage Financial Services                28.3% Industrial Manufacturing                20.2% Automobile                8.9%

It’s a 3  star rated fund by Groww, with its top holdings including IndusInd Bank, Minda Industries, HDFC bank, Reliance industries HDFC bank.

13) IDFC Imperial Equity Fund

It is a type of fund which invests in stocks of companies with large capitalization and hence risk factor is moderate to low. Since companies with large market cap have good will and reputation and are less prone to default.

Its returns are:

Duration Returns 1 Year 36.17% 3 Years 12.04% 5 Years 20.42%

Star Rating by Groww: 4

Minimum SIP Amount: ₹1000

Fund Size: ₹1144 Crore.

Risk:  Moderately High

Its main holdings are as shown below:

Sector Percentage Financial Services 35.4% Industrial Manufacturing                17.2% Automobile                11.4%

It’s a 3  star rated fund by Groww, with its top holdings including Kotak Mahindra, IndusInd Bank, Bharat Petroleum.

14) Edelweiss Emerging Market Opportunities Fund

It is of fund of funds type in global category. Its returns are as follows:

Duration Returns 1 Year 34.38% 3 Years 9.46%

Star Rating by Groww: 2

Fund Size: ₹5 Crore.

Risk:  High

Its entire holdings are in the equity sector with holdings as International Fund (JPMorgan Funds – Emerging )

15) Reliance Diversified Power Sector

It is a type of Equity Sector fund and it invests in mid cap companies of industrial manufacturing, energy Construction and metals.

Its returns are shown as below:

Duration Returns 1 Year 32.9% 3 Years 14.93% 5 Years 18.33%

Star Rating by Groww: 3

Fund Size: ₹2008 Crore.

Risk:  High

Its top holdings include Larsen & Toubro Ltd., KEC International Ltd., GE Power India Ltd., PTC India Ltd.

16) IDFC Tax Advantage (ELSS) Fund

It is type of Equity tax ELSS funds. Its returns are stated as follows:

Duration Returns 1 Year 32.02% 3 Years 13.5% 5 Years 22.29%

Star Rating by Groww: 4

Fund Size: ₹497 Crore.

Risk:  Moderately High

Its top holdings include HDFC Bank Ltd.,Future Retail, ICICI Bank Ltd., KEC Industries Ltd., Minda Industries Ltd.  and its sector wise holdings are given below.

Sector Percentage Financial Services 24.3% Consumer Goods                13.7% Automobile                11.4%

17) Aditya Birla Sun Life Opportunities

It is a type of Equity Sector fund. Its returns are as shown below:

Duration Returns 1 Year 32.53% 3 Years 13.78% 5 Years 26.16%

Star Rating by Groww: 4

Fund Size: ₹126 Crore.

Risk:  Moderately High

Minimum Amount:₹1000

Its top holdings mainly include: Sector wise- IT, Pharmacy, Automobile

Top holding companies: Honeywell Automation India Ltd., Infosys Ltd., Sanofi India Ltd, Tech Mahindra Ltd.

18) Principal Index Fund-Mid cap

It is a type of Equity Index fund. Its returns are given as follows:

Duration Returns 1 Year 33.25% 3 Years 17.13%

Star Rating by Groww: 1

Fund Size: ₹3 Crore.

Risk:  Moderately High

Its top holdings

include:

MRF Ltd., Rural Electrification Corporation, Petronet Lng Ltd., Container Corporation Of India Ltd., Bharat Electronics Ltd., Siemens Ltd.

Conclusion

We’ve seen the funds returning highest in last one year, one thing to be noted here is that higher the risk higher is the amount of returns, and to observe here we see that small and mid cap funds which involve top performing companies with small/medium capitalization give higher amount of returns.

It involves kind of good research and the risk one is willing to take to decide which funds to invest in.

We also see that some of the sector funds and ELSS funds are also in the category. Sector funds mainly invest in one or two sectors(majorly), so doing research about which sectors are going to perform extremely well in coming years, one can take advantage by investing in these funds.

Happy investing!

Disclaimer: All views expressed are considering the author’s views. One should consider all aspects and conditions before investing.