The best performing mutual funds you’ve probably never heard of!

Are you looking to diversify your portfolio beyond the core funds? Chances are, you’re already scanning through some of the popular names beyond the traditional large and mid-caps.

However, some of the best-performing opportunities often remain hidden. These funds may not always be in the spotlight, but they continue to deliver strong returns.

In this blog, we have curated five such funds, including some thematic funds and a debt fund, so that you can consider them for your portfolio. In case you’re looking beyond the usual choices, here are some lesser-known funds that may offer unique exposure and diversification across different strategies.

5 Top performing mutual funds you may not have heard of

Here are five of the best performing mutual funds that are not too popular. You may create an SIP or invest a lump sum amount in one or more of these funds.

1. Canara Robeco Infrastructure Fund

The Canara Robeco Infrastructure Fund is a thematic fund that invests in companies associated with developing infrastructure, like construction, energy, and transportation. Through this fund, you can diversify your portfolio and benefit from the economic growth and spending of the government.

If you want to capitalise on the long-term infrastructure development in India and are comfortable with cyclical trends, you may consider including this fund in your portfolio.

• AUM: INR 933.71 crore
• NAV: INR 178.8200
• Expense ratio:03%
• 1-Year return: 34%
• 3-Year return:53%
• 5-Year return: 82%

2. Motilal Oswal S&P 500 Index Fund

If you are seeking global exposure to stabilise your portfolio amid fluctuating domestic markets, the Motilal Oswal S&P 500 Index Fund can be a choice. It helps you gain exposure to companies in the US that are listed under the S&P 500 index. With this fund, you can benefit from international diversification without directly purchasing US stocks.

• AUM: INR 4,055.83 crore
• NAV: INR 28.5808
• Expense ratio: 65%
• 1-Year return: 48%
• 3-Year return: 35%
• 5-Year return: 43%

3. HSBC Global Emerging Markets Fund

The HSBC Global Emerging Markets Fund, previously managed by L&T, helps you capture growth opportunities in developing regions. Interestingly, the returns from the HSBC Global Emerging Markets Fund recorded a significant rise after its acquisition in 2022.

It invests in companies that may benefit from rising consumption, urbanisation, and economic expansion. So, if you’re comfortable with higher volatility and want long-term growth from investments beyond a single country, you may consider this fund for your portfolio.

• AUM: INR 386.88 crore
• NAV: INR2655
• Expense ratio:03%
• 1-Year return:74%
• 3-Year return: 05%
• 5-Year return: 53%

4. Nippon India Power & Infra Fund

The Nippon India Power & Infra Fund invests in companies in the power and infrastructure sectors. This thematic fund helps you capitalise on opportunities in economic development. It primarily invests in businesses involved in generating energy, utilities, and infrastructure.

• AUM: INR 7,127.91
• NAV: INR 367.7481
• Expense ratio:95%
• 1-Year return: 19%
• 3-Year return:00%
• 5-Year return:47%

5. Tata Liquid Fund

If you want to stabilise your existing equity portfolio with debt instruments, consider the Tata Liquid Fund. It provides both stability and liquidity, and works for short-term investments. This fund helps investors preserve their capital, generating modest returns, often better than fixed deposits.

So, if you’re conservative with your approach to investment and are looking for a low-risk option to park surplus funds, this can be one of the options.

• AUM: INR 33,869 crore
• NAV: INR4,344.0845
• Expense ratio:20%
• 1-Year return: 33%
• 3-Year return:99%
• 5-Year return:00%

Conclusion

When you explore investment opportunities beyond popular mutual funds, you can find fresh opportunities that align with your investment goals. These funds are not widely discussed all the time, but they help you gain strategic exposures to strengthen your portfolio.

We have included both equity and debt funds in our list, so that you can choose the desired fund based on your risk tolerance. Diversify your portfolio with exposure to different economies and themes through these funds.