Archive · 11 Aug 2026
Six mutual funds deliver over 30% returns in past year
A mutual fund is like a big basket where many people put their money together, and experts use it to buy shares of companies.
This article is about funds that invest in company shares.
In the past one year, six of these share funds grew by more than 30 percent.
That means someone who invested could have earned more than 30 percent on their money in just a year.
The best performer, the SBI Automotive Opportunities Fund, grew by 42.39 percent.
Many of the top funds bought shares of companies that make cars, defence equipment and other factory goods.
When those industries do well, the funds do well too.
One of the funds is called HDFC Defence Fund, which invests in defence-related companies.
Experts warn that putting most of the money into just a few themes can be risky.
If those industries slow down, the funds could lose value quickly, so investors need to understand the risks before investing.
Six equity mutual funds delivered more than 30% returns in the past one year, according to Value Research data.
SBI Automotive Opportunities Fund – Direct Plan was the top performer with a 42.39% one-year return.
The other top funds were TRUSTMF Small Cap Fund, HDFC Defence Fund, Motilal Oswal Active Momentum Fund, Aditya Birla Sun Life Manufacturing Equity Fund and Aditya Birla Sun Life Transportation and Logistics Fund.
The winning schemes were concentrated in themes and sectors including auto, defence, manufacturing, transportation and momentum.
Most of the funds lack a three-year track record, so risk metrics could not be calculated, and concentrated bets may raise the risk of sharp losses when the cycle turns.
- Who
- Indian mutual fund investors and asset management companies SBI, TRUST Mutual Fund, HDFC, Motilal Oswal and Aditya Birla Sun Life Mutual Fund.
- What
- Six equity mutual funds delivered more than 30% returns over the past one year, led by the SBI Automotive Opportunities Fund.
- When
- In the one-year period reported with data dated 10th August 2026.
- Where
- The Indian mutual fund market, with performance tracked against BSE benchmarks.
- Why
- Concentrated exposure to strong sectors and themes such as auto, defence, manufacturing, transportation and momentum powered the gains.
- Top performer
- SBI Automotive Opportunities Fund – Direct Plan (42.39% one-year return)
- Funds with 30%+ returns
- 6
- Return range
- 30.18% to 42.39%
- Data source
- Value Research, as of 10th August 2026
- Winning themes
- Auto, defence, manufacturing, transportation, momentum
- Benchmarks used
- BSE Auto TRI, BSE 500 TRI, BSE 250 SmallCap TRI, BSE India Manufacturing TRI
- Risk note
- Most top funds lack a three-year track record, so risk metrics are not yet calculated