Published on 18/07/2025 10:34 AM
Top 5 Funds That Doubled Investor Wealth in Just 3 Years: Mutual funds have the reputation of growing slowly compared to direct equity. Any annualised return over 12 per cent from a mutual fund investment is considered above average. But there are mutual funds that have grown with lightning-fast speed, multiplying investor wealth by more than 2 times in just 3 years. Weathering the share market storm many times, these funds have delivered up to 37 per cent annualised return in the 3-year time frame.
We take you through the top 5 mutual funds with the highest return in 3 years.
We will also show you how a Rs 100,000 investment in each of these funds has jumped in the same period.
The small cap fund has given a 36.38 per cent annualised SIP return in 3 years.
It has assets under management (AUM) of Rs 12,982 crore, while its net asset value (NAV) as on July 16, 2025, was Rs 52.5950.
Benchmarked against BSE 250 SmallCap TRI, the fund has given a 36.05 per cent annualised return since its launch in February 2020.
At an expense ratio of 0.39 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,00,000 investment in the fund in the 3-year period has ballooned to Rs 2,53,651.
The fund has given a 36.13 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 7,620 crore, while its NAV as on July 16, 2025, was Rs 380.6917.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 15.83 per cent annualised return since its debut in January 2013.
With an expense ratio of 0.94 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 100,000 investment in the fund in the 3-year time frame has sprung to Rs 2,52,279.
The fund has given a 35.88 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 8,043 crore, while its unit price as on July 16, 2025, was Rs 216.2800.
Benchmarked against BSE India Infrastructure TRI, the fund has given a 17.63 per cent annualised return since its beginning in January 2013.
At an expense ratio of 1.14 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 500 as the minimum lump sum investment.
A Rs 100,000 investment in the fund in 3 years has zoomed to Rs 2,50,862.
The fund has given a 34.73 per cent annualised SIP return in 3 years.
It has a fund size of Rs 2,968 crore, while its NAV as on July 16, 2025, was Rs 166.2385.
Benchmarked against BSE India Infrastructure TRI, the fund has given a 22.08 per cent annualised return since its starting in January 2013.
With an expense ratio of 0.95 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 100,000 investment in the fund in the 3-year period has jumped to Rs 2,44,582.
The fund has given a 34.50 per cent annualised SIP return in the 3-year period.
Its AUM is Rs 1,053 crore, while its NAV as on July 16, 2025, was Rs 58.0312.
Benchmarked against NIFTY Infrastructure TRI, the fund has given a 16.54 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.50 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 100,000 investment in the fund in the 3-year time frame has jumped to Rs 2,43,299.
Get Latest Business News, Stock Market Updates and Videos; Check your tax outgo through Income Tax Calculator and save money through our Personal Finance coverage. Check Business Breaking News Live on Zee Business Twitter and Facebook. Subscribe on YouTube.
LATEST NEWSBy accepting cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.