Investors always look for mutual funds that have produced high returns. It has been proven time and time again that if an investor takes a certain amount of risk, it will definitely pay off in the medium to long term. Most mid- and small-cap mutual funds have delivered substantial returns to investors. In this article 5 Mutual Funds That Generated Up To 27% Annualized Returns Over The Past Decade.
Also read: 5 mutual funds with the best returns in a year
List of Mutual Funds with the Highest Annualized Returns in 10 Years
Below is a list of mutual funds that have produced the best annualized returns over the past decade. Returns he ranges from 22.8% to 27.1%. Of these, three are small cap mutual funds, one is a large and mid-cap fund, and one is his ELSS mutual fund. Annualized returns over the last 3-5 years are:
| funds | 3 years | 5 years | 10 years |
|---|---|---|---|
| Japan India Small Cap Fund | 49.0% | 16.5% | 27.1% |
| SBI Small Cap Fund | 38.8% | 15.0% | 26.5% |
| Mirae Asset Emerging Blue Chip Fund | 29.8% | 14.8% | 23.5% |
| DSP Small Cap Fund | 40.9% | 12.0% | 23.3% |
| quantity tax system | 46.3% | 22.2% | 22.8% |
5 funds with the highest annualized returns in 10 years – details
#1 – Japan India Small Cap Fund
The fund’s investment objective is to invest in small cap stocks. Beyond this, you can also invest in mid and large cap stocks.
The fund currently invests 49% in small caps, 36% in mid caps and 16% in large caps, with the remainder held in cash.
SIP return
Last 3 years SIP return – 30%
SIP returns over the last 5 years – 27%
SIP returns over the last 10 years – 23%
rolling return
From a 3-year rolling return perspective, the fund has produced:
- 12% or more returns – 66% chance
- 1% to 12% return – 24% chance
- Negative return – 10% probability
From a 5-year rolling return perspective, the fund has produced:
- 12% or more returns – 79% chance
- 1% to 12% return – 21% chance
- Negative return – zero times
This small-cap fund has delivered consistent performance, producing the best annualized, SIP and rolling return prospects. It is a high risk fund as it invests in mid and small cap stocks. He is one of the best small cap mutual fund schemes to invest in now in 2023 if you are a risky investor and are willing to invest over a 5 to 10 year time horizon.
#2 – SBI Small Cap Fund
Even this fund’s strategy is to invest in small-cap stocks, but it may also invest in mid- and large-cap stocks.
The fund currently invests 36% in small caps and 64% in mid caps.
SIP return
SIP returns over the last 3 years – 22%
SIP returns over the last 5 years – 22%
SIP returns over the last 10 years – 23%
rolling return
From a 3-year rolling return perspective, the fund has produced:
- 12% or more returns – 70% chance
- 1% to 12% return – 30% chance
- Negative return – zero times
From a 5-year rolling return perspective, the fund has produced:
- 12% or more returns – 90% chance
- 1% to 12% return – 10% chance
- Negative return – zero times
Even this small-cap mutual fund has performed consistently, producing the best annualized, SIP and rolling return prospects. It is a high risk fund as it invests in mid and small cap stocks. If you are a risky investor and willing to invest on a 5 to 10 year time frame, this is he one of the best small cap fund schemes in 2023.
#3 – Mirae Asset Emerging Bluechip Fund
The fund invests in large and medium sized companies in India.
The fund currently invests 55% in large caps, 40% in mid caps and 4% in small caps.
SIP return
SIP returns over the last 3 years – 14%
SIP returns over the last 5 years – 17%
SIP returns over the last 10 years – 19%
rolling return
From a 3-year rolling return perspective, the fund has produced:
- 12% or more returns – 75% chance
- 1% to 12% return – 25% chance
- Negative return – zero times
From a 5-year rolling return perspective, the fund has produced:
- 12% or more returns – 95% chance
- 1% to 12% return – 5% chance
- Negative return – zero times
This large and mid-sized mutual fund has consistently performed and produced the highest annualized, SIP and rolling returns. It is a high-risk fund because it invests in mid-cap stocks (along with large-cap stocks). One of the best large and mid cap funds for 2023 if you are a high risk investor and willing to invest for 5+ years.
#4 – DSP Small Cap Fund
Even this mutual fund scheme invests in small cap stocks.
The fund currently invests 2% in large caps, 35% in mid caps and 63% in small caps.
SIP return
SIP returns over the last 3 years – 22%
SIP returns over the last 5 years – 21%
SIP returns over the last 10 years – 19%
rolling return
From a 3-year rolling return perspective, the fund has produced:
- 12% or more returns – 64% chance
- 1% to 12% return – 20% chance
- Negative returns – 16% of the time
From a 5-year rolling return perspective, the fund has produced:
- 12% or more returns – 63% chance
- 1% to 12% return – 36.5% chance
- Negative return – 0.5% of the time
Even this small-cap mutual fund has performed consistently, producing the best annualized, SIP and rolling return prospects. A risky investor can invest in this fund for a period of 8-10 years.
Also read: Crisil’s 5 Highest Rated Mutual Funds for 2023
#5 – Quantity Tax
The investment objective of the scheme is to generate capital appreciation by investing primarily in a well-diversified portfolio of stocks with growth potential.
The fund currently invests 78% in large caps, 17% in mid caps and 5% in small caps.
SIP return
Last 3 years SIP return – 25%
SIP returns over the last 5 years – 27%
SIP returns over the last 10 years – 22%
rolling return
From a 3-year rolling return perspective, the fund has produced:
- 12% or more returns – 80% chance
- 1% to 12% return – 18.5% times
- Negative return – 1.5% of the time
From a 5-year rolling return perspective, the fund has produced:
- 12% or more returns – 83% chance
- 1% to 12% return – 17% chance
- Negative return – zero times
This ELSS mutual fund has delivered consistent performance, producing the best annual, SIP and rolling return prospects. Investors looking for tax savings of up to Rs 1.5 crore at 80 cents in a financial year can invest in such his ELSS Mutual Fund. Please note that such ELSS Mutual Funds have a three-year lock-in period.
Did you like our tips and analysis? Then share it on Facebook, Twitter, Telegram and other social media so your friends might find it useful too.
Suresh KP is the founder of Myinvestmentideas. He is his NISM Certified – Investment Advisor and NISM Certified – Research Analyst. He has been analyzing financial markets for the past 20 years.
