These top-performing mutual funds have given up to 72% returns in the last year: Check full list

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As investors seek effective ways to grow their wealth, mutual funds have become a preferred investment choice. In a recent analysis, Prabhudas Liladhar Wealth Management has identified the top-performing mutual fund schemes of the year. We delve into the report to find insights for investors looking to optimise portfolios and make informed decisions.

In the large cap segment, the Quant Large Cap Fund-Reg(G), managed by Sandeep Tandon, led the way with a return of 45.88%. It was closely followed by the Baroda BNP Paribas Large Cap Fund-Reg(G) at 45.16%, and the Bandhan Large Cap Fund-Reg(G), which achieved a return of 44.23%.

The table below highlights mutual funds under different categories that have delivered decent one-year returns, along with their Assets Under Management (AUM) and primary fund managers:

Category Scheme Name AUM (₹ cr) 1-Yr (%) Primary Fund Manager
LARGE CAP Quant Large Cap Fund-Reg(G) 1,620.55 45.88 Sandeep Tandon
Baroda BNP Paribas Large Cap Fund-Reg(G) 1,883.17 45.16 Jitendra Sriram
Bandhan Large Cap Fund-Reg(G) 1,398.51 44.23 Sumit Agrawal
LARGE AND MID CAP Invesco India Large & Mid Cap Fund(G) 4,906.24 61.08 Aditya Khemani
Motilal Oswal Large & Midcap Fund-Reg(G) 3,690.99 60.53 Ajay Khandelwal
Bandhan Core Equity Fund-Reg(G) 5,157.32 56.43 Manish Gunwani
FLEXI CAP Motilal Oswal Flexi Cap Fund-Reg(G) 6,363.95 62.83 Niket Shah
JM Flexicap Fund-Reg(G) 2,188.17 59.04 Satish Ramanathan
NJ Flexi Cap Fund-Reg(G) 1,607.86 55.49 Dhaval Patel
MULTI CAP Axis Multicap Fund-Reg(G) 5,686.85 56.17 Shreyash Devalkar
Kotak Multicap Fund-Reg(G) 12,275.10 52.6 Devender Singhal
HSBC Multi Cap Fund-Reg(G) 3,719.42 52.08 Venugopal Manghat
MID CAP Motilal Oswal Midcap Fund-Reg(G) 7,674.98 71.8 Niket Shah
ITI Mid Cap Fund-Reg(G) 1,028.64 61.47 Rohan Korde
Edelweiss Mid Cap Fund-Reg(G) 6,152.01 60.25 Trideep Bhattacharya
SMALL CAP Bandhan Small Cap Fund-Reg(G) 4,371.78 72.13 Manish Gunwani
Mahindra Manulife Small Cap Fund-Reg(G) 2,904.46 59.54 Abhinav Khandelwal
ITI Small Cap Fund-Reg(G) 970.15 58.61 Dhimant Shah
FOCUSED Invesco India Focused Fund-Reg(G) 2,387.25 68.44 Taher Badshah
ICICI Pru Focused Equity Fund(G) 6,990.76 52.68 Vaibhav Dusad
Mahindra Manulife Focused Fund-Reg(G) 1,438.99 48.71 Krishna Sanghavi
VALUE-CONTRA-DIVIDEND YIELD Quant Value Fund-Reg(G) 1,456.93 67.04 Sandeep Tandon
LIC MF Dividend Yield Fund-Reg(G) 315.83 61.54 Dikshit Mittal
Nippon India Value Fund(G) 7,544.31 55 Dhrumil Shah
EQUITY LINKED SAVINGS SCHEMES (ELSS) Motilal Oswal ELSS Tax Saver Fund-Reg(G) 2,729.58 66.56 Ajay Khandelwal
SBI Long Term Equity Fund-Reg(G) 21,195.97 54.46 Dinesh Balachandran
HSBC ELSS Tax saver Fund-Reg(G) 3,494.40 50.61 Abhishek Gupta

(Source: Prabhudas Liladhar Wealth Management)

Benchmark comparison

For context, here are the benchmark returns over the same period:

Benchmark Return (%)
NIFTY 50 – TRI 33
NIFTY 500 – TRI 41.54
Nifty Midcap 150 – TRI 48.21
Nifty Smallcap 250 – TRI 51.49

(Source: Prabhudas Liladhar Wealth Management)

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