Best Mutual Funds to Invest in for 2025
- Share.Market
- 5 min read
- 07 Feb 2025
Every new year brings in hordes of new investors to Mutual Funds, and this year will not be any different. New investors as well as older ones looking for newer avenues end up looking for the ‘best mutual funds’.
But investors need to be wary of solutions that give you a list of ‘best mutual funds’ because investment decisions are very subjective. What may be the best investment option for me could be a bad option for you due to the circumstances that you are in.
In this article, we will look at funds that have been consistent performers in the past few years in different categories. Remember, it is important for you to decide if investing in this category makes sense for you.
Before we get into the list of consistent performers, here are a few tips that’ll help you become a better investor.
Tips for Investing in Mutual Funds in 2025
- Think long-term: Mutual fund investments help you build long-term wealth, the key word is long term. You might experience ups and downs in the shorter term but remember that fluctuations are a common occurrence in the stock market.
- Risk is personal: Your friend may have an unending appetite for risk, but it does not mean that you also are the same. Your risk is determined by the circumstances, goals, and other criteria that relate to you. It is important that you invest according to your risk appetite.
- Diversification helps: If you are a relatively new investor, choose funds that have a diversified portfolio. Taking concentrated bets, may not be the right decision for new as well as experienced investors unless they have a strong view on a specific sector or theme.
- Systematic Investment Plan: Yes, you’ve heard it innumerable times, but the reason why everyone keeps harping on about SIPs is because they actually are a great tool for investing. It helps you deal with market ups and downs while instilling discipline in your investment etiquette. (Calculate Returns using our SIP Calculator)
Now that we’ve got that out of the way let’s look at the list of consistent performers in the large cap, mid cap and small cap categories
Read More: What are Large Cap Funds?
Consistent Top Mutual Funds by Category for 2025
Large Cap Funds
- ICICI Prudential Bluechip Fund
- Fund Management Team: Anish Tawakley, Vaibhav Dusad
- Minimum Investment: ₹100 for Lumpsum
- Fund Size: ₹63,264.30 Crores
- Launch Date: May 23, 2008
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 16.73 % |
| 3 years | 16.72 % |
| 5 years | 18.43 % |
| 10 years | 13.73 % |
Past performance is not an indication of future results. All data as of December 31, 2024
- Nippon India Large Cap Fund
- Fund Management Team: Bhavik Dave, Sailesh Raj Bhan
- Minimum Investment: ₹100 for Lumpsum
- Fund Size: ₹35,699.99 Crores
- Launch Date: August 8, 2007
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 18.09 % |
| 3 years | 20.25 % |
| 5 years | 19.27 % |
| 10 years | 13.96 % |
Past performance is not an indication of future results. All data as of December 31, 2024
- HDFC Top 100 Fund
- Fund Management Team: Dhruv Muchhal, Rahul Baijal
- Minimum Investment: ₹5000 for Lumpsum
- Fund Size: ₹35,974.91 Crores
- Launch Date: October 11, 1996
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 11.55 % |
| 3 years | 17.08 % |
| 5 years | 16.91 % |
| 10 years | 12.22 % |
Past performance is not an indication of future results. All data as of December 31, 2024
Mid Cap Funds
- Nippon India Growth Fund
- Fund Management Team: Kinjal Desai, Rupesh Patel
- Minimum Investment: ₹100 for Lumpsum
- Fund Size: ₹35,277.81 Crores
- Launch Date: October 08, 1995
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 26.67 % |
| 3 years | 25.87 % |
| 5 years | 28.93 % |
| 10 years | 18.33 % |
Past performance is not an indication of future results. All data as of December 31, 2024
- HDFC Mid-Cap Opportunities Fund
- Fund Management Team: Chirag Setalvad, Dhruv Muchhal
- Minimum Investment: ₹100 for Lumpsum
- Fund Size: ₹77,967.21 Crores
- Launch Date: June 25, 2007
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 28.37 % |
| 3 years | 27.75 % |
| 5 years | 28.83 % |
| 10 years | 18.08 % |
Past performance is not an indication of future results. All data as of December 31, 2024
- Kotak Emerging Equity Fund
- Fund Management Team: Atul Bhole
- Minimum Investment: ₹5000 for Lumpsum
- Fund Size: ₹53,078.98 Crores
- Launch Date: March 30, 2007
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 33.26 % |
| 3 years | 22.65 % |
| 5 years | 27.05 % |
| 10 years | 18.46 % |
Past performance is not an indication of future results. All data as of December 31, 2024
Read More: What are Small Cap Funds?
Small Cap Funds
- Nippon India Small Cap Fund
- Fund Management Team: Samir Rachh
- Minimum Investment: ₹5000 for Lump sum
- Fund Size: ₹61,973.76 Crores
- Launch Date: September 16, 2010
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 25.85 % |
| 3 years | 25.97 % |
| 5 years | 35.09 % |
| 10 years | 21.89 % |
Past performance is not an indication of future results. All data as of December 31, 2024
- HDFC Small Cap Fund
- Fund Management Team: Chirag Setalvad, Dhruv Muchhal
- Minimum Investment: ₹5000 for Lump sum
- Fund Size: ₹33,893.14 Crores
- Launch Date: April 03, 2008
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 20.24 % |
| 3 years | 22.16 % |
| 5 years | 29.26 % |
| 10 years | 18.4 % |
Past performance is not an indication of future results. All data as of December 31, 2024
- Edelweiss Small Cap Fund
- Fund Management Team: Dhruv Bhatia, Raj Koradia, Trideep Bhattacharya
- Minimum Investment: ₹5000 for Lump sum
- Fund Size: ₹4,428.21 Crores
- Launch Date: February 07, 2019
- Performance:
| Return time period | Trailing Returns (annualized) |
| 1 year | 24.71 % |
| 3 years | 21.73 % |
| 5 years | 32.4 % |
| 10 years | N/A |
Past performance is not an indication of future results. All data as of December 31, 2024
Use the tips given above and make diligent investing choices. Remember, investing is a marathon not a sprint. Here’s to hoping that your investment portfolio takes steps in the right direction to help you create wealth for the long term.
