Top Performing Mutual Funds with Up to 74% Returns in the Last One Year

Strategic Insights -

The mutual fund space has seen significant growth in the last five years, increasing almost three times from about Rs 25 lakh crore in 2019 to about Rs 67 lakh crore in 2024. In the last one year, there are funds that have risen by over 50%. Here are five of the best mutual funds with the highest returns in one year, along with their detailed performance, NAV, expense ratio, and fund size.

Key Takeaways:

  • Invesco India Focused Fund - Regular Plan has given a return of 74.16% in the last one year, making it the top-performing fund.
  • Motilal Oswal Midcap Fund - Regular Plan, LIC MF Infrastructure Fund, and Motilal Oswal ELSS Tax Saver Fund - Regular Plan have also given returns of 72.97%, 72.22%, and 71.46% respectively in the last one year.
  • ICICI Prudential Nifty Next 50 Index Fund - Regular Plan has given a return of 69.24% in the last one year, making it the fourth-best fund on the list.
  • The fund size of Invesco India Focused Fund - Regular Plan is Rs 3080 crore, with an expense ratio of 1.92%.
  • An investment of Rs 1 lakh in Invesco India Focused Fund - Regular Plan would have grown to Rs 1,74,158 in the last one year.
  • The data source for the performance of these funds is Value Research.

Statistics:

  • Return of Invesco India Focused Fund - Regular Plan in the last one year: 74.16%
  • Return of Motilal Oswal Midcap Fund - Regular Plan in the last one year: 72.97%
  • Return of LIC MF Infrastructure Fund in the last one year: 72.22%
  • Return of Motilal Oswal ELSS Tax Saver Fund - Regular Plan in the last one year: 71.46%
  • Return of ICICI Prudential Nifty Next 50 Index Fund - Regular Plan in the last one year: 69.24%
  • NAV of Invesco India Focused Fund - Regular Plan: Rs 29.40
  • NAV of Motilal Oswal Midcap Fund - Regular Plan: Rs 108.02
  • NAV of LIC MF Infrastructure Fund: Rs 51.17
  • NAV of Motilal Oswal ELSS Tax Saver Fund - Regular Plan: Rs 55.95
  • NAV of ICICI Prudential Nifty Next 50 Index Fund - Regular Plan: Rs 67.48
  • Fund size of Invesco India Focused Fund - Regular Plan: Rs 3080 crore
  • Fund size of Motilal Oswal Midcap Fund - Regular Plan: Rs 15,940 crore
  • Fund size of LIC MF Infrastructure Fund: Rs 725 crore
  • Fund size of Motilal Oswal ELSS Tax Saver Fund - Regular Plan: Rs 3,984 crore
  • Fund size of ICICI Prudential Nifty Next 50 Index Fund - Regular Plan: Rs 6,863 crore
  • Expense ratio of Invesco India Focused Fund - Regular Plan: 1.92%
  • Expense ratio of Motilal Oswal Midcap Fund - Regular Plan: 1.65%
  • Expense ratio of LIC MF Infrastructure Fund: 2.40%
  • Expense ratio of Motilal Oswal ELSS Tax Saver Fund - Regular Plan: 1.83%
  • Expense ratio of ICICI Prudential Nifty Next 50 Index Fund - Regular Plan: 0.66%

Sources:

  • Value Research
  • Invesco India Focused Fund - Regular Plan
  • Motilal Oswal Midcap Fund - Regular Plan
  • LIC MF Infrastructure Fund
  • Motilal Oswal ELSS Tax Saver Fund - Regular Plan
  • ICICI Prudential Nifty Next 50 Index Fund - Regular Plan