{"id":8360,"date":"2025-06-02T16:01:33","date_gmt":"2025-06-02T10:31:33","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=8360"},"modified":"2025-11-25T16:12:04","modified_gmt":"2025-11-25T10:42:04","slug":"best-performing-mutual-funds-in-the-last-1-year","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/best-performing-mutual-funds-in-the-last-1-year\/","title":{"rendered":"Best Performing Mutual Funds in the Last 1 Year"},"content":{"rendered":"

[vc_section el_id=”blog-inner-layout”][vc_row overlay_dotted=””][vc_column el_class=”blog_primary”][vc_row_inner][vc_column_inner][vc_column_text css=””]Last year, in October 2024, the Nifty 50<\/a> declined by 6.2%, while the Sensex<\/a> fell by 5.83%. This return was recorded as the worst monthly performance since the COVID-19 market crash in March 2020. Not only in October, but the bear phase continued for a few more months. Despite the majority of <\/span>sectors<\/span><\/a> being in the red, some <\/span>mutual fund schemes<\/span><\/a> have managed to deliver impressive returns over the past year. Let\u2019s discuss these <\/span>best-performing mutual funds in the last 1 year.<\/span><\/p>\n

<\/span>Top Performing Mutual Funds in the Last 1 Year<\/b><\/span><\/h2>\n

Here are the three mutual fund schemes that have delivered outstanding results despite the long bear phase in the market.<\/span><\/p>\n

<\/span>HDFC Pharma And Healthcare Fund (Direct – Growth)<\/b><\/span><\/h3>\n

HDFC Pharma and Healthcare Fund<\/span><\/a> has delivered an impressive absolute return of 30.68% in the last year. As of April 30, 2025, the scheme has assets under management (AUM) of \u20b91,666 crores, an expense ratio of 0.83%, and an exit load of 1% if redeemed within 30 days. BSE HealthCare TRI serves as the benchmark for this health sector fund.<\/span><\/p>\n

As of May 30, 2025, the NAV of this scheme is \u20b916.55. You can invest in this scheme with a minimum of \u20b9100 in both SIP and lump sum. The scheme holds 32 stocks, with the following five key holdings:<\/span><\/p>\n\n\n\n\n\n\n\n\n
Stock\u00a0<\/span><\/td>\nWeightage\u00a0<\/span><\/td>\n<\/tr>\n
Sun Pharmaceutical<\/span><\/td>\n12.3%<\/span><\/td>\n<\/tr>\n
Divis Laboratories<\/span><\/td>\n9.6%<\/span><\/td>\n<\/tr>\n
Cipla<\/span><\/td>\n7.6%<\/span><\/td>\n<\/tr>\n
Lupin\u00a0<\/span><\/td>\n5.6%<\/span><\/td>\n<\/tr>\n
Max Healthcare Institute<\/span><\/td>\n4.8%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>DSP Banking & Financial Services Fund (Direct – Growth)<\/b><\/span><\/h3>\n

With a return of 28.62% in the span of a year, this thematic fund has an AUM of \u20b91,210 crore as of April 30, 2025. DSP Banking & Financial Services Fund has an expense ratio of 0.7% and an exit load of 0.5% if redeemed within a month. As of May 28, 2025, the scheme has an NAV of \u20b913.46. The minimum investment requirement here is \u20b9100 for both lump sum and SIP.<\/span><\/p>\n

DSP Banking & Financial Services Fund<\/span><\/a> tracks the performance of <\/span>Nifty Financial Services<\/span><\/a> TRI. Out of 22 stocks the scheme holds, five with maximum holdings are:<\/span><\/p>\n\n\n\n\n\n\n\n\n
Stock\u00a0<\/span><\/td>\nWeightage\u00a0<\/span><\/td>\n<\/tr>\n
Treps\/Reverse Repo Investment\u00a0<\/span><\/td>\n15.8%<\/span><\/td>\n<\/tr>\n
ICICI Bank<\/span><\/a><\/td>\n14.1%<\/span><\/td>\n<\/tr>\n
Bajaj Finserv<\/span><\/a><\/td>\n9.0%<\/span><\/td>\n<\/tr>\n
State Bank of India<\/span><\/a>\u00a0<\/span><\/td>\n6.8%<\/span><\/td>\n<\/tr>\n
Axis Bank<\/span><\/a><\/td>\n6.8%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Motilal Oswal Midcap (Direct – Growth)<\/b><\/span><\/h3>\n

Motilal Oswal Midcap Fund<\/span><\/a> has delivered an absolute return of 20.79% in a year. As of May 30, the NAV of this fund stood at \u20b9114.06, while the AUM, as of April 2025, was \u20b927,780 crores. Motilal Oswal Midcap tracks the performance of <\/span>Nifty Midcap 150<\/span><\/a> TRI and has managed to outperform the benchmark significantly. The fund has an expense ratio of 0.70%. If you redeem it within a year, you will incur a 1% exit load. Whether you want to invest through a lump sum or SIP, the minimum required amount is \u20b9500.<\/span><\/p>\n

Out of 34 stocks in the portfolio, the weightage of the top five is as follows:\u00a0<\/span><\/p>\n\n\n\n\n\n\n\n\n
Stock<\/b><\/td>\nWeightage<\/b>\u00a0<\/span><\/td>\n<\/tr>\n
Persistent Systems<\/span><\/a><\/td>\n10.06%<\/span><\/td>\n<\/tr>\n
Coforge<\/span><\/a><\/td>\n9.47%<\/span><\/td>\n<\/tr>\n
Kalyan Jewellers<\/span><\/a><\/td>\n8.09%<\/span><\/td>\n<\/tr>\n
Polycab<\/span><\/a><\/td>\n4.97%<\/span><\/td>\n<\/tr>\n
Dixon Technologies<\/span><\/a><\/td>\n4.25%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Conclusion\u00a0<\/b><\/span><\/h2>\n

While mutual funds can offer good returns, you must remember that they are subject to market risks. Past performance is not a guarantee of future results. Always read the scheme-related documents carefully before investing. Don\u2019t invest blindly based solely on returns; consider your financial goals, risk tolerance, and investment timeframe. Markets can be volatile, and even the best-performing funds may see dips. Avoid making emotional decisions during market swings, and ensure you have a well-diversified investment portfolio. Review it regularly and make adjustments based on your evolving needs and market conditions.<\/span><\/p>\n

To learn more about mutual funds\u2019 investment options, visit <\/span>Torus Digital<\/span><\/a>.<\/span><\/p>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_id=”share_rating”][vc_column_inner width=”1\/2″][vc_column_text css=””]<\/p>\n

Rate this article<\/h6>\n