The best performing mutual funds over five-year period

Taking exposure to equity may be a good decision for wealth creation, but a smarter way to create wealth is also to identify the right mutual fund schemes to invest in.

Jan 14, 2017 04:01 IST India Infoline News Service

Mutual Funds
Mutual fund’s performance is one of the most important parameter that an investor looks at before investing into funds.
 
Taking exposure to equity may be a good decision for wealth creation, but a smarter way to create wealth is also to identify the right mutual fund schemes to invest in.
 
The top three mutual fund schemes that have given the best returns over past five years on an annualised basis are: -
 
1.   DSP Blackrock Microcap Fund – G: -
 
The fund has been the top performer by delivering over 31% returns (annualised) for a five-year period, 41.8% returns (annualised) over 3-year period and 21.4% returns over one year period. On YTD basis, the fund has given 3.85% returns.
 
2.   Franklin India Small Companies Fund- G: -
 
Over five year the annualised returns generated by this fund has been 30%, over three year period the returns are 33.95% whereas the returns over one year period are 19.6%. On YTD basis, the fund has generated 3.88% returns.
It is interesting to note that both the top performing funds invest in small cap stocks and have been consistently outperforming the large cap oriented mutual fund schemes.

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