Best Performing Mutual Fund In India for the next 10 years

Best performing mutual funds in India for the next 10 years based on 5 year compounded annual growth rate (CAGR) as of July 2025 ideal for long-term investors seeking consistence high returns.

If you’re looking for top equity mutual funds that give consistence return based on 5-year CAGR, these funds have consistently delivered above-average returns, making them favourite among smart investors. Here’s a breakdown of the mutual funds that are dominating the Indian market

Best Performing Mutual Fund In India (Based on 5-Year CAGR In 2025)

Now we discuss about each fund shown above in detail

1.Quant Small Cap Fund-Direct Plan- Growth

The primary objective of this scheme is to generate consistence profit & provide long-term growth opportunities by investing in the small cap companies there is a lot of potential in small companies that may generate capital appreciation.

Benchmark : Nifty Small Cap 250 TRI

Expense ratio, exit load & tax

• Expense ratio : 0.71% (inclusive of GST)
• Exit load : If you redeemed within 365 days, 1% exit load is applicable
• Stamp duty : 0.005% (from July 1st, 2020)
• Tax Rate : 20% tax applicable if you redeemed within one year ,after one year you redeem you are taxed 12.5% on profit exceeding 1.25 lakh in a financial year.

2.Bandhan Small Cap Fund-Direct Plan-Growth

This scheme seek to generate capital appreciation in long-term by investing in small companies and take advantages of their potential to grow your capital.

Benchmark : BSE 250 Small cap TRI

Expense ratio, exit load & tax

• Expense ratio : 0.39% (inclusive of GST)
• Exit load : If you redeemed within 365 days, 1% exit load is applicable
• Stamp duty : 0.005% (from July 1st, 2020)
• Tax Rate : 20% tax applicable if you redeemed within one year ,after one year you redeem you are taxed 12.5% on profit exceeding 1.25 lakh in a financial year

3.Quant Infrastructure Fund-Direct Plan-Growth

The primary objective of the scheme is to seek to generate capital appreciation and provide long term-growth opportunities by investing in focused infrastructure stocks.

Benchmark : Nifty infrastructure TRI

Expense ratio, exit load & tax

• Expense ratio : 0.65% (inclusive of GST)
• Exit load : If you redeemed within 3 month, 0.50% exit load is applicable
• Stamp duty : 0.005% (from July 1st, 2020)
• Tax Rate : 20% tax applicable, if you redeemed within one year ,after one year you redeem you are taxed 12.5% on profit exceeding 1.25 lakh in a financial year.

4.Motilal Oswal Midcap Fund-Direct Plan-Growth

This scheme invest in maximum 30 mid-cap companies to generate decent profit midcap companies have growth potential

Benchmark : Nifty midcap 150 TRI

Expense ratio, exit load & tax

• Expense ratio : 0.7% (inclusive of GST)
• Exit load : If you redeemed within 365 days, 1% exit load is applicable
• Stamp duty : 0.005% (from July 1st, 2020)
• Tax Rate : 20% tax aplicable if you redeemed within one year ,after one year you redeem you are taxed 12.5% on profit exceeding 1.25 lakh in a financial year

5.Parag Parikh Flexi Cap Fund-Direct Plan-Growth

To generate profit, invest in actively managed portfolio primarily in equity and equity related sequrities

Benchmark : Nifty 500 TRI

Expense ratio, exit load & tax

• Expense ratio : 0.63% (inclusive of GST)
• Exit load : If you redeemed within 365 days, 2% exit load is applicable, if you redeemed after 365 days but before 730 days 1% exit load is applicable
• Stamp duty : 0.005% (from July 1st, 2020)
• Tax Rate : 20% tax applicable if you redeemed within one year ,after one year you redeem you are taxed 12.5% on profit exceeding 1.25 lakh in a financial year