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Best Performing Mutual Funds in Last One Year

08 June 2022

Mutual funds are considered a safe and easy way to invest in the stock market. They have been around for a long time and have been used by both individual investors and financial institutions.

Mutual funds consist of a group of investors who pool their money together with the intention of investing in securities such as stocks, bonds, or other investments that are traded on the stock market. These pooled funds are then invested by the fund manager based on his or her investment strategy. The profits generated from these investments are then distributed among all shareholders based on the number of shares they hold in the mutual fund.

Top 10 Mutual Funds in the Last One Year

The Indian mutual fund industry has grown rapidly in the last few years. In 2022, it reached a size of $1.7 trillion, and this is expected to continue growing.

The top-performing mutual funds in India are those that have consistently performed well over a period of time. Here are best performing funds in India in 2022:

Best Equity Funds

S. No.

Name of the Equity Fund

1.

Quant Small Cap Fund – Direct Plan-Growth

2.

Aditya Birla Sun Life Digital India Fund Growth

3.

Tata Digital India Fund Regular Growth

4.

Quant Infrastructure Fund Growth

5.

Motilal Oswal NASDAQ 100 ETF Growth

6.

PGIM India Midcap Opportunities Fund Regular Growth

7.

Quant Small Cap Fund Growth

8.

Motilal Oswal Nasdaq 100 Fund of Fund Regular Growth

9.

Quant Infrastructure Fund – Direct Plan-Growth

10.

BOI AXA SMALL CAP FUND Direct Plan-Growth

Find the list of the Best Equity Mutual Funds here.

Best Debt Funds

S. No.

Name of the Equity Fund

1.

DSP Healthcare Fund – Direct-Growth

2.

ICICI Prudential Ultra Short Term Fund – Direct Plan – Daily IDCW Payout

3.

ICICI Prudential India Opportunities Fund Direct Plan-Growth

4.

Aditya Birla Sun Life CEF – Global Agri Plan – Growth-Direct Plan

5.

ICICI Prudential Multicap Fund – Dividend

6.

IDFC Government Securities Fund – Constant Maturity Regular – Growth

7.

Nippon India Nivesh Lakshya Fund – Regular Plan-Growth

8.

IDFC Government Securities Fund – Investment Plan – Regular Plan-Growth

9.

Nippon India Gilt Securities Fund – Direct Plan Defined Maturity Date Option – Growth

10.

Aditya Birla Sun Life Government Securities Fund Direct Plan-Growth Instant Gain

Find the list of the Best Debt Mutual Funds here.

Best Hybrid Funds

S. No.

Name of the Equity Fund

1.

Quant Absolute Fund Growth

2.

Quant Multi-Asset Fund Growth

3.

Quant Multi-Asset Fund – Direct Plan-Growth

4.

Quant Absolute Fund – Direct Plan-Growth

5.

ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct Plan-Growth

6.

ICICI Prudential Thematic Advantage Fund(FOF) Growth

7.

BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth

8.

HDFC Retirement Savings Fund – Equity Plan – Regular Plan

9.

BOI AXA Mid & Small Cap Equity & Debt Fund – Direct Plan-Growth

10.

ICICI Prudential Thematic Advantage Fund (FOF) – Direct Plan-Growth

Find the list of Best Hybrid Mutual Funds here.

Factors To Consider Before Choosing The Best Mutual Funds To Invest In

  • Fund’s Past Record

A mutual fund’s past performance is an indication of how well it has performed in the past and how likely it is to do well in the future. You can check whether a fund has consistently outperformed its benchmark index or not. You can also see if the fund manager has been able to beat its peers over longer periods of time or not. A good track record will give you confidence that the fund manager knows what he is doing and that he will continue to deliver good returns for you.

  • Fund’s Financial Ratios

Financial ratios are used by investors as a way of analyzing different aspects of a company’s financial situation and performance. They help investors determine whether a company is financially healthy or not and whether it is likely to grow or shrink in the future. Some common financial ratios include debt-to-equity ratio, return on assets (ROA), return on equity (ROE), return on sales (ROS), and so on.

  • Fund’s Expense Ratio

An expense ratio is the percentage of your investment that goes to cover the costs of managing your mutual fund. It’s typically a small number, but it can add up over time, especially if you’re investing for decades.

  • Fund History

A mutual fund’s history matters because it shows how well (or poorly) it has performed in the past. It also tells you how long the fund has been around and how much experience its managers have managing money. The performance of a particular mutual fund can be studied over a period of time which will give you an idea about how well it has performed in comparison to other similar funds or indices. You should also look at whether there have been any major changes made to its portfolio recently which might have affected its performance negatively or positively. 

  • Performance of Your Fund manager

Finally, consider whether or not you’re comfortable with the manager of your mutual fund. Some people feel more confident with people they know personally managing their money; others prefer a computer algorithm because it’s more objective and less likely to make mistakes.

Top Performing Mutual Funds in India: Performance Overview

Mutual funds provide you with a convenient, professional, and dependable alternative to manage your investments that require minimal effort on your part. There are thousands of mutual funds to choose from on the market.

However, not all mutual funds are created equal. Below we’ll take a look at some of the best performing mutual funds over the past year.

  • Quant Small Cap Fund – Direct Plan-Growth

Quant Small Cap Fund – Direct Plan-Growth is an open-ended equity mutual fund launched by Quant Mutual Fund. The fund primarily invests in the stocks of small companies across various sectors in India. The fund has a long-term investment horizon and aims to generate consistent returns over a longer period of time through regular investments by investors. The average annual return of the fund since the launch has been 19.09%

  • Aditya Birla Sun Life Digital India Fund Growth Mutual Fund

Aditya Birla Sun Life Digital India Fund Growth is a mutual fund that invests in equity shares of companies engaged in the digital technology business. This includes internet services, e-commerce, and social media. The fund invests at least 80% of its assets in equity shares of companies with a minimum market capitalization of Rs 100 crore. The fund can also invest up to 20% of its assets in unlisted securities and debt instruments issued by companies engaged in the digital technology business.

  • DSP Healthcare Fund – Direct-Growth

DSP Healthcare Fund – Direct-Growth is an equity mutual fund that invests in companies engaged in the healthcare industry. The fund was launched on March 15, 2012, and has since been outperforming its benchmark index (BSE Healthcare) consistently.

The strategy behind investing in DSP Healthcare Fund – Direct-Growth is simple: Invest in healthcare companies that have sound business models and are run by experienced professionals who are committed to creating shareholder value over the long term.

  • ICICI Prudential India Opportunities Fund Direct Plan-Growth

The fund invests primarily in Indian stocks of companies that have strong balance sheets and are growing quickly. It also invests in bonds as well as equity shares in foreign companies operating in India.

The investment objective of ICICI Prudential India Opportunities Fund Direct Plan-Growth is to generate long-term capital appreciation by investing in equity and equity-related securities of companies operating in India that are listed on Indian stock exchanges or those which have their shares traded on a recognized foreign stock exchange.

  • Quant Absolute Fund Growth

Quant Absolute Fund Growth is a diversified equity fund that invests in the stocks of companies across all sectors. The fund’s investment objective is to generate capital appreciation by investing predominantly in large, medium, and small-cap stocks. It also has a special focus on mid-cap companies. The fund was ranked among the top 10 mutual funds for the past year on the basis of performance.

  • Quant Multi-Asset Fund Growth

The Quant Multi-Asset Fund Growth Mutual Fund is a mutual fund that seeks to provide returns that exceed its benchmark index. The fund invests in equities, bonds, and money market instruments. The fund has been managed by Quant Mutual Fund Management Co., Ltd since its inception in 2005.

You may also want to read 5 Best Mutual Funds To Invest In India for 1 Year – 2022

Conclusion

When it comes to investing, there are many options available. Mutual funds are one of the most popular ways to invest money in India. They are easy to invest in and provide a lot of diversification. 

Mutual funds are a great way to invest your money, especially if you don’t have a lot of time or expertise to manage your own portfolio. However, picking the right fund can be tricky, especially because there are thousands of mutual funds available on the market today. There are risks and challenges to investing in mutual funds as well. 

Investment in mutual funds involves risks, such as the fluctuation in the value of the mutual fund shares and other intrinsic elements including interest rate risk, liquidity risk, and credit risk. 

However, no one can promise that investors may not suffer losses due to unforeseen circumstances. If you have any doubts about your investment objectives or experience problems with your investment objectives, please speak to your financial advisor to discuss your personal situation before making any investment decision.

Disclaimer: The views expressed in this post are that of the author and not those of Groww.

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Research Analyst - Bavadharini KS

Disclaimer

The stocks mentioned in this article are not recommendations. Please conduct your own research and due diligence before investing. Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure documents carefully before investing in Equity Shares, Derivatives, Mutual fund, and/or other instruments traded on the Stock Exchanges. As investments are subject to market risks and price fluctuation risk, there is no assurance or guarantee that the investment objectives shall be achieved. NBT do not guarantee any assured returns on any investments. Past performance of securities/instruments is not indicative of their future performance.
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