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Top 5 FoFs With Best Returns in 5 Years: Rs 99,999 one-time investment in No. 1 fund is worth Rs 4,61,674 now

Published on 07/05/2025 05:42 PM

Top 5 FoFs With Best Returns in 5 Years: Mutual funds invest in stocks or underlying assets. But fund of funds (FoFs) are different as they invest in mutual fund schemes of the same or a different fund house. Through a FoF, an investor can also get exposure to international funds, assets, commodities, and indices. Investors, hence, need to pay the expenses of the scheme whose units the FoF invests in and the expenses of the FoF itself.

However, Sebi has put a cap on the expense ratio.

FoFs that have more than 65 per cent equity are taxed as any other equity fund.

On the other hand, if it has more than 65 per cent investments in debt assets, it will be taxed at slab rates.

In this write-up, we take you to the top 5 FoFs with the highest annualised return in 5 years.

Also know how a Rs 99,999 one-time investment has grown in that time frame.

The fund has given 35.79 per cent annualised return in the 5-year time frame.

It has assets under management (AUM) of Rs 2,206 crore, while its net asset value (NAV) as on May 6, 2025, was Rs 30.78.  

Benchmarked against BSE Bharat 22 TRI, the fund has given 18.09 per cent annualised return since its inception in June 2018.

With an expense ratio of 0.12 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 99,999 one-time investment has converted to Rs 4,61,673.13  in 5 years.

The fund has given 31.16 per cent annualised return in the 5-year period.

It has AUM of Rs 158 crore, while its NAV as on May 6, 2025, was Rs 30.35.  

Benchmarked against BSE 500 TRI, the fund has given 24.04 per cent annualised return since its debut in February 2020.

At an expense ratio of 0.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 99,999 one-time investment in the 5-year period has grown to Rs 3,88,152.78 .

The fund has given 30.43 per cent annualised return in 5 years.

It has an asset base of Rs 2,595 crore, while its unit price as on May 6, 2025, was Rs 229.36.  

Benchmarked against NIFTY 200 TRI, the fund has given 16.48 per cent annualised return since its launch in January 2013.

With an expense ratio of 0.3 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 99,999 one-time investment in the 5-year time frame has jumped to Rs 3,77,470.6.

The fund has given 25.62 per cent annualised return in the 5-year time frame.

It has a fund size of Rs 181 crore, while its NAV as on May 6, 2025, was Rs 164.74.  

Benchmarked against NIFTY 500 TRI, the fund has given 13.14 per cent annualised return since its beginning in January 2013.

At an expense ratio of 0.15 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 99,999 one-time investment in 5 years has swelled to Rs 3,12,816..

The fund has given 17.25 per cent annualised SIP return in the 5-year period.

It has an asset base of Rs 522 crore, while its NAV as on May 6, 2025, was Rs 23.89.  

Benchmarked against NIFTY Next 50 TRI, the fund has given 14.75 per cent annualised return since its starting in February 2019.

With an expense ratio of 0.16 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 105 as the minimum lump sum investment. 

A Rs 99,999 one-time investment in the 5-year period has sprung to Rs 2,21,594.98.

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