There have been major market revisions over the past six months, but there are still some mutual funds that have surpassed the benchmarks and peers. It is always beneficial to analyze such funds to determine whether they are suitable for our investment portfolio. This article provides insights 10 mutual fund schemes with one year returns between 12% and 21% between 10-MAR-2024 and 9-MAR-2025.
10 mutual fund schemes with one-year returns between 12% and 21%
This list includes all equity funds except for ETFs, global funds, and theme or sector-related funds.
Here is a list of last year’s top performance mutual funds:
- Motilal Oswal Large Cap Fund – 1 year returns: 21.2%
- Motilal Oswal Small Cap Fund – 1 year returns: 20.9%
- Motilal Oswal Midcap Fund – 1 year returns: 17.5%
- Motilal Oswal Flexi Cap Fund – 1 year returns: 16.3%
- Bandance Mall Cap Fund – 1 year returns: 16%
- Investco India Mid Cap Fund – 1 year returns: 15.2%
- Invesco India Focused Fund – 1 year returns: 14.5%
- Whiteoak CapitalELSS Tax Saver Fund – 1 year returns: 12.3%
- LIC MF ELSS TAX SAVER FUND – 1 year returns: 12.2%
- SBI Multi-Cap Fund – 1 year returns: 12.2%
You can watch this on YouTube videos.
Investment goals and performance details
#1 – Motilal Oswal Large Cap Fund
Investment objective: The fund aims to provide long-term capital gains, primarily by investing in large caps.
Performance details:
Our view: This is a relative new mutual fund with a short-term performance history. Large capital is relatively stable compared to intermediate stocks and small capital. The fund generates strong one-year returns, making it an attractive option for investors who mitigate conservatives in search of long-term wealth accumulation. Investors can also review Six LARGECAP mutual funds that have generated over 13% CAGR returns over the past decade.
#2 – Motilal Oswal Small Cap Fund
Investment objective: The scheme aims to provide capital gains by investing in a diverse portfolio of small businesses.
Performance details:
Our view: Even this is a relative new mutual fund with a short-term history. Small funds work very well in the short term, but have high volatility. Investors with a high-risk appetite and long-term investment period can consider adding Small cap mutual fund to portfolio.
#3 – Motilal Oswal Midcap Fund
Investment objective: The fund focuses on medium-sized companies with high growth potential.
Performance details:
- 1 year return: 17.5%
- Annual revenue over 3 years: 31.7%
- Annual revenue over 5 years: 28.6%
- 10 Years Annual Returns: 17.4%
Our view: MidCap funds balance risk and return, offering higher possibilities than large caps, but lower volatility than small caps. The fund is suitable for investors looking for medium to high growth. We recommend this fund as part of it Best chunk mutual funds to invest in 2025.
#4 – Motilal Oswal Flexi Cap Fund
Investment objective: The fund aims to provide capital gains by investing in large, medium and small caps and market caps.
Performance details:
- 1 year return: 16.3%
- 3 years of annual revenue: 23.7%
- Annual revenue over 5 years: 17.2%
- 10 Years of Annual Returns: 13.1%
Our view: Flexi-Cap funds provide diversification across market segments. This fund is a good choice for investors looking for a balanced exposure to various market capitalizations. Many Flexicap Mutual Fund has changed £2.5-3.8 lark over the past five years.
#5 – Band Dance Mall Cap Fund
Investment objective: The fund is investing in small-caps with potential for growth.
Performance details:
- 1 year return: 16.06%
- Annual revenue over 3 years: 29.0%
- Annual revenue over 5 years: 34.4%
Our view: The fund won strong returns last year, but investors should be cautious as they tend to be very unstable.
#6 – Investco India Mid Cap Fund
Investment objective: The scheme aims to provide capital gains by investing in medium-sized companies with strong foundations.
Performance details:
- 1 year return: 15.2%
- Annual revenue over 3 years: 24.8%
- Annual revenue over 5 years: 24.6%
- 10 Years Annual Returns: 16.7%
Our view: Top Midcap Fund It can provide good returns with relatively lower volatility than small funds. Investors with moderate risk appetite can consider this option.
#7 – Investco India Focused Fund
Investment objective: A focused fund investing in a concentrated portfolio of selected stocks.
Performance details:
- 1 year return: 14.57%
- 3 years of annual revenue: 22.9%
Our view: Focused funding poses greater risk due to limited diversification. Suitable for investors with high-risk appetites.
#8 – White Oak Capital ELSS Tax Saver Fund
Investment objective: Tax-saving mutual funds offering deductions under Section 80C.
Performance details:
Our view: The fund was launched in October 2022 and has a short-term performance history. This ELSS fund provides tax benefits as capital rises. Suitable for investors looking to save taxes and invest in the long term.
#9 – LIC MF ELSS Tax Saver Fund
Investment objective: A tax-free fund that provides long-term growth and tax benefits.
Performance details:
- 1 year return: 12.23%
- Annual revenue over 3 years: 17.3%
- Annual revenue over 5 years: 16.4%
- 10 Years Annual Returns: 11.4%
Our view: Like other ELSS funds, this is a good option for investors seeking tax cuts under Section 80C.
#10 – SBI Multi-Cap Fund
Investment objective: The scheme invests in large, medium and small caps to provide a diverse range of exposure.
Performance details:
Our view: The fund began on March 22nd and has only two years of performance history. Multi-cap funds reduce diversification and risk compared to pure small or intermediate funds. Suitable for medium risk investors.
Conclusion: These top-performing mutual funds delivered impressive returns last year. However, past performance does not guarantee future returns. Investors should consider risk preferences, financial goals and investment duration before investing. Diversify into various categories such as Large cap, mid cap, small cap, flexible cap fund It helps you manage risk effectively.
Find out more from myinvestmentideas.com
Subscribe and send your latest posts to email.
