10 Best-Performing Mutual Funds With Up to 77% Returns in last 6 Months

Synopsis: While most investors stayed focused on India, global mutual funds staged a surprise comeback. Gold, metals, EVs, and AI themes pushed returns past 70% in six months. We decode the top performers, what fueled the surge, and the risks ahead.

Global markets have delivered a surprise rally in the last six months, and some international mutual funds have turned ₹1 lakh into nearly ₹1.75 lakh. From gold mining to AI and global tech, here’s a look at the top-performing funds investors are tracking right now.

1. DSP World Gold Mining Overseas Equity Omni FoF 

Fund Objective: This fund aims to provide long-term capital appreciation by investing primarily in overseas mutual funds and ETFs that focus on global gold mining companies.

Mutual Fund Performance:

• 6 Months: 75.54%
• 1 Year: 175.22%
• 3 Years CAGR: 51.65%
• 5 Years CAGR: 24.04%
• 10 Years CAGR: 21.4%
• ₹1 Lakh Investment Value: ₹1,75,540
• Expense Ratio: 1.69%
• Exit Load: Nil

2. DSP World Mining Overseas Equity Omni FoF 

Fund Objective: This fund focuses on long-term growth in capital by investing money into overseas equity funds and ETFs that focus on global mining and metals companies. 

Mutual Fund Performance:

• 6 Months: 57.11%
• 1 Year: 82.34%
• 3 Years CAGR:19.20% 
• 5 Years CAGR: 17.89%
• 10 Years CAGR: 20.1%
• ₹1 Lakh Investment Value: ₹1,57,110
• Expense Ratio: 1.67%
• Exit Load: Nil

3. Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FoF 

Fund Objective: This fund aims to generate long-term returns by investing in units of overseas ETFs that track companies involved in electric vehicles, autonomous driving, battery technology, and related innovations.

Mutual Fund Performance:

• 6 Months: 44.18%
• 1 Year: 42.30%
• 3 Years CAGR: 15.68%
• ₹1 Lakh Investment Value: ₹1,44,180
• Expense Ratio: 0.24%
• Exit Load: 1%, if redeemed within 365 days

4. Nippon India Taiwan Equity Fund 

Fund Objective: The scheme seeks long-term capital appreciation by investing primarily in equity and other equity-related instruments of companies in Taiwan. The fund focuses on sectors such as technology, semiconductors, and manufacturing-driven businesses.

Mutual Fund Performance:

• 6 Months: 42.48%
• 1 Year: 47.78%
• 3 Years CAGR: 38.99%
• ₹1 Lakh Investment Value: ₹1,42,480
• Expense Ratio: 1.04%
• Exit Load: 1%, if redeemed within 3 months

5. Mirae Asset S&P 500 Top 50 ETF FoF

Fund Objective: The fund aims to generate returns similar to the performance of the top 50 companies in the S&P 500 Index by investing in overseas ETFs. It offers exposure to large, established U.S. companies across sectors.

Mutual Fund Performance:

• 6 Months: 32.66%
• 1 Year: 24.89%
• 3 Years CAGR: 41.01%
• ₹1 Lakh Investment Value: ₹1,32,660
• Expense Ratio: 0.09%
• Exit Load: 0.5%, if redeemed within 3 months

6. Motilal Oswal Nasdaq 100 FOF

Fund Objective: The scheme seeks to generate long-term capital appreciation by investing in ETFs that track the Nasdaq 100 Index. The index represents 100 of the largest non-financial companies listed on the Nasdaq.

Mutual Fund Performance:

• 6 Months: 28.37%
• 1 Year: 11.66%
• 3 Years CAGR: 37.50%
• 5 Years CAGR: 19.93%
• ₹1 Lakh Investment Value: ₹1,28,370
• Expense Ratio: 0.22%
• Exit Load: 1%, if redeemed within 15 days

7. DSP Global Clean Energy Overseas Equity Omni FoF 

Fund Objective: This fund aims to provide long-term capital growth by investing in overseas funds that focus on companies engaged in clean and renewable energy sectors, such as solar, wind, hydrogen, and energy storage solutions.

Mutual Fund Performance:

• 6 Months: 28.57%
• 1 Year: 40.97%
• 3 Years CAGR: 14.45%
• 5 Years CAGR: 12.25%
• 10 Years CAGR: 8.6%
• ₹1 Lakh Investment Value: ₹1,28,570
• Expense Ratio: 1.76%
• Exit Load: Nil

8. ICICI Prudential Strategic Metal and Energy Equity FoF 

Fund Objective: The fund seeks to generate capital appreciation by investing in overseas equity funds and ETFs focused on metal, mining, and energy-related companies. 

Mutual Fund Performance:

• 6 Months: 32.6%
• 1 Year: 73.02%
• 3 Years CAGR: 22.94%
• ₹1 Lakh Investment Value: ₹1,32,600
• Expense Ratio: 0.70%
• Exit Load: 1%, if redeemed within 1 year.

9. Mirae Asset NYSE FANG+ ETF FoF 

Fund Objective: The scheme aims to provide returns in line with the NYSE FANG+ Index by investing in overseas ETFs. The index includes leading global technology and consumer-focused companies in sectors such as digital services, e-commerce, and artificial intelligence.

Mutual Fund Performance:

• 6 Months: 25.55%
• 1 Year: 27.35%
• 3 Years CAGR: 65.61%
• ₹1 Lakh Investment Value: ₹1,25,550
• Expense Ratio: 0.07%
• Exit Load: 0.5%, if redeemed within 3 months.

10. Mirae Asset Global X Artificial Intelligence & Technology ETF FoF

Fund Objective: The fund seeks long-term capital appreciation by investing in overseas ETFs that track companies involved in artificial intelligence, robotics, cloud computing, and advanced technology solutions.

Mutual Fund Performance:

• 6 Months: 26.41%
• 1 Year: 36.89%
• 3 Years CAGR: 40.39%
• ₹1 Lakh Investment Value: ₹1,26,410
• Expense Ratio: 0.26%
• Exit Load: 1%, if redeemed within 1 year.

Conclusion

The mutual funds listed above have delivered strong returns in the past 6 months due to the rise in commodity prices and technological innovation. Most of these funds are international or thematic in nature, which implies that the performance of can be heavily influenced by global socio-economic and political factors.

These funds might not be suitable for investors with short-term goals. So, before investing, assess your financial goals, risk appetite, and investment horizon, and keep in mind that past performance does not guarantee future returns.

Written by: Nila Maria Jacob