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Best Performing Mutual Funds in India for 2024 - 2025

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Best Performing Mutual Funds 2024 - 2025

Updated on April 15, 2024 , 183411 views

Mutual Funds in India have grown over the years. As a result, the best performing funds in the Market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc.

Best Performing Mutual Funds

The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing mutual funds in India along with guidelines to choose the best fund.

Why to Invest in Mutual Funds?

Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors grow their money. It fulfills short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.

One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.

Let's look at some more reasons on why you should invest in Mutual Funds:

1. Liquidity

In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).

2. Diversification

The mutual fund holds various financial instruments such as stocks, fixed Income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.

3. Well-Regulated

The mutual fund Industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.

4. Expert Management

Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.

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Best Equity Mutual Funds 2024 - 2025

Below are the top ranked funds from difference categories of equity funds like large-, mid-, small-, multi-cap, ELSS and sectoral funds.

Top 5 Large Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Large Cap Fund Growth ₹78.3847
↓ -0.23
₹22,7675.218.442.125.316.932.1
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
HDFC Top 100 Fund Growth ₹1,023.04
↓ -5.53
₹31,6532.317.135.521.715.230
ICICI Prudential Bluechip Fund Growth ₹95.12
↓ -0.42
₹51,5545.119.537.921.317.327.4
Invesco India Largecap Fund Growth ₹59.29
↓ -0.15
₹9833.818.638.119.315.427.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹79.9958
↓ -0.13
₹8,4817.825.859.63625.941.7
PGIM India Midcap Opportunities Fund Growth ₹54.58
↓ -0.02
₹9,9771.611.829.620.124.320.8
Edelweiss Mid Cap Fund Growth ₹78.833
↓ -0.13
₹5,0676.123.852.726.224.238.4
SBI Magnum Mid Cap Fund Growth ₹207.018
↓ -0.63
₹16,4594.314.340.524.522.534.5
BNP Paribas Mid Cap Fund Growth ₹86.8256
↑ 0.34
₹1,7916.919.947.723.122.432.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹146.073
↑ 0.59
₹46,0443.617.355.934.829.248.9
Kotak Small Cap Fund Growth ₹226.09
↑ 2.08
₹14,1961.312.940.323.725.634.8
ICICI Prudential Smallcap Fund Growth ₹77.08
↑ 0.16
₹7,4151.312.543.528.82537.9
SBI Small Cap Fund Growth ₹154.326
↑ 0.43
₹25,525613.639.424.724.125.3
DSP BlackRock Small Cap Fund  Growth ₹164.311
↑ 0.81
₹13,7100.611.846.827.12441.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Multi Cap Fund Growth ₹250.666
↑ 0.79
₹26,8096.618.650.531.220.238.1
JM Multicap Fund Growth ₹87.0304
↑ 0.10
₹1,6579.125.257.927.722.740
HDFC Equity Fund Growth ₹1,611.23
↓ -3.15
₹49,6574.920.44126.918.830.6
Mahindra Badhat Yojana Growth ₹30.4111
↓ -0.03
₹3,0373.619.749.125.222.834.2
ICICI Prudential Multicap Fund Growth ₹683.86
↓ -1.44
₹11,180621.148.324.61835.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Magnum Tax Gain Fund Growth ₹378.878
↓ -0.41
₹21,20310.228.658.827.620.940
HDFC Tax Saver Fund Growth ₹1,164.25
↓ -3.07
₹13,8204.521.543.126.31733.2
BOI AXA Tax Advantage Fund Growth ₹153.38
↑ 0.05
₹1,1509.328.453.624.624.734.8
Motilal Oswal Long Term Equity Fund Growth ₹42.046
↑ 0.06
₹3,1208.926.655.324.419.537
Franklin India Taxshield Growth ₹1,271.09
↓ -6.31
₹6,1443.918.64322.817.131.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹29.7208
↑ 0.10
₹1,76317.546.794.541.523.254
ICICI Prudential Infrastructure Fund Growth ₹168.65
↑ 0.11
₹4,93212.132.76440.926.444.6
HDFC Infrastructure Fund Growth ₹42.413
↑ 0.10
₹1,60710.22979.739.919.755.4
Invesco India PSU Equity Fund Growth ₹57.29
↑ 0.33
₹84216.445.487.339.326.754.5
Nippon India Power and Infra Fund Growth ₹314.696
↑ 0.94
₹4,2651232.97638.125.758
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Value Fund Growth ₹87.5433
↑ 0.33
₹5552.921.459.628.421.747.7
Templeton India Value Fund Growth ₹649.015
↓ -1.15
₹1,8005.620.743.927.919.933.7
Nippon India Value Fund Growth ₹193.886
↓ -0.16
₹7,0634.92655.726.720.942.4
L&T India Value Fund Growth ₹92.5954
↓ -0.22
₹11,5365.622.651.126.520.639.4
IDFC Sterling Value Fund Growth ₹132.953
↓ -0.07
₹8,449518.843.526.420.532.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Focused 30 Fund Growth ₹186.003
↓ -0.16
₹9,9185.320.138.928.818.629.6
ICICI Prudential Focused Equity Fund Growth ₹73.99
↓ -0.12
₹7,2328.122.243.323.419.128.3
Franklin India Focused Equity Fund Growth ₹94.2768
↓ -0.54
₹10,9465.11737.522.117.623.5
IIFL Focused Equity Fund Growth ₹41.9039
↓ -0.13
₹6,6364.516.335.721.221.229.8
Nippon India Focused Equity Fund Growth ₹102.925
↑ 0.12
₹7,655-1.610.230.41816.427.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Best Debt Funds 2024 - 2025

Below are the top ranked funds from difference categories like. Liquid, Ultra Short, Short Term, GILT, Credit Risk and Corporate Debt from Debt.

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹500.787
↑ 0.17
₹12,7052.13.87.65.87.28%5M 12D6M 4D
SBI Magnum Ultra Short Duration Fund Growth ₹5,482.01
↑ 1.07
₹9,2131.93.77.35.477.68%4M 28D5M 8D
ICICI Prudential Ultra Short Term Fund Growth ₹25.4132
↑ 0.01
₹13,88323.77.35.66.97.97%4M 13D4M 24D
Kotak Savings Fund Growth ₹39.4215
↑ 0.01
₹12,8141.93.67.15.36.87.89%5M 23D7M 24D
UTI Ultra Short Term Fund Growth ₹3,900.04
↑ 0.78
₹2,1971.93.676.16.77.92%5M 20D6M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Short Term Income Plan - Retail Plan Growth ₹5,149.41
₹13003.88.66.90%
IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00
₹261.43.26.27.2 6.43%3M3M 14D
UTI Short Term Income Fund Growth ₹28.809
↓ -0.01
₹2,5031.947.276.97.51%2Y 9M 18D3Y 7M 20D
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹2580.61.34.66.5 5.16%1Y 11M 26D2Y 3M
ICICI Prudential Short Term Fund Growth ₹54.482
↓ -0.02
₹18,9871.73.77.45.87.48.02%2Y 7M 2D4Y 9M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,674.28
↑ 0.56
₹33,8410.71.93.77.37.17.45%1M 6D1M 6D
Aditya Birla Sun Life Liquid Fund Growth ₹387.127
↑ 0.08
₹43,9620.71.93.77.27.17.48%1M 10D1M 10D
UTI Liquid Cash Plan Growth ₹3,941.39
↑ 0.78
₹26,4770.71.93.77.277.37%1M 5D1M 5D
Mirae Asset Cash Management Fund Growth ₹2,519.68
↑ 0.51
₹12,3030.71.93.77.377.34%1M 6D1M 7D
Baroda Pioneer Liquid Fund Growth ₹2,765.28
↑ 0.50
₹8,5500.71.93.77.277.42%1M 6D1M 9D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹29.6831
↓ -0.01
₹8,6991.83.67.45.97.37.89%2Y 4M 17D4Y 7M 6D
Kotak Banking and PSU Debt fund Growth ₹59.1533
↓ -0.03
₹5,9581.73.76.95.56.87.77%4Y 18D9Y 7M 20D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹331.953
↓ -0.12
₹9,7371.73.66.85.36.97.71%3Y 7D5Y 4M 28D
HDFC Banking and PSU Debt Fund Growth ₹20.8394
↓ -0.01
₹6,0681.73.66.95.26.87.62%2Y 11M 1D4Y 25D
Nippon India Banking & PSU Debt Fund Growth ₹18.7853
↓ -0.01
₹5,3621.73.76.85.26.87.59%3Y 3M 25D4Y 6M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹11.4362
↑ 0.00
₹1422.53.96.840.45.66.95%7M 13D9M
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹1042.957.511 0%
UTI Credit Risk Fund Growth ₹15.5075
↓ 0.00
₹4061.73.56.610.86.68.39%1Y 8M 19D2Y 4M 20D
DSP BlackRock Credit Risk Fund Growth ₹39.7591
↓ 0.00
₹1951.811.615.29.515.68.48%2Y 22D2Y 8M 16D
Baroda Pioneer Credit Risk Fund Growth ₹20.0588
↓ 0.00
₹1541.83.77.58.87.48.77%1Y 9M 18D2Y 6M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Corporate Bond Fund Growth ₹26.9865
↓ -0.01
₹26,0511.83.77.65.97.68.02%1Y 11M 23D3Y 11M 12D
Nippon India Prime Debt Fund Growth ₹53.9808
↓ -0.03
₹2,6131.83.97.25.97.17.74%3Y 1M 20D4Y 1M 13D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹101.742
↓ -0.04
₹21,5351.83.97.45.77.37.81%3Y 3M 29D5Y 4M 13D
HDFC Corporate Bond Fund Growth ₹29.3733
↓ -0.02
₹28,26923.97.65.57.27.76%2Y 10M 17D5Y 22D
Kotak Corporate Bond Fund Standard Growth ₹3,401.92
↓ -0.87
₹11,5651.83.87.15.46.97.81%3Y 11D5Y 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹92.2783
↓ -0.12
₹4,8791.33.57.75.98.37.51%4Y 11M 5D9Y 6M 11D
SBI Magnum Gilt Fund Growth ₹59.4752
↓ -0.07
₹7,9511.64.27.25.67.67.33%7Y 3M 7D12Y 5M 12D
DSP BlackRock Government Securities Fund Growth ₹86.0988
↓ -0.12
₹7132.15.17.55.47.17.27%10Y 6M 7D26Y 3M 4D
Edelweiss Government Securities Fund Growth ₹22.207
↓ -0.02
₹1392.25.46.956.27.25%9Y 4M 2D18Y 1M 8D
TATA Gilt Securities Fund Growth ₹70.8891
↓ -0.06
₹4381.84.87.157.57.05%4Y 1M 10D5Y 6M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Best Hybrid Funds 2024 - 2025

Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.

Top 5 Balanced Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Equity and Debt Fund Growth ₹337.44
↓ -0.89
₹32,4296.81938.825.52028.2
HDFC Balanced Advantage Fund Growth ₹456.142
↑ 0.50
₹78,7594.818.138.725.217.831.3
ICICI Prudential Multi-Asset Fund Growth ₹647.809
↓ -3.33
₹34,7047.317.232.624.619.124.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹33.67
↓ -0.01
₹6575.719.347.124.320.933.7
JM Equity Hybrid Fund Growth ₹107.774
↑ 0.09
₹202620.349.522.917.933.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Equity and Debt Fund Growth ₹337.44
↓ -0.89
₹32,4296.81938.825.52028.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹33.67
↓ -0.01
₹6575.719.347.124.320.933.7
JM Equity Hybrid Fund Growth ₹107.774
↑ 0.09
₹202620.349.522.917.933.8
UTI Hybrid Equity Fund Growth ₹345.598
↓ -0.57
₹5,2433.113.731.318.815.125.5
Nippon India Equity Hybrid Fund Growth ₹91.3436
↓ -0.21
₹3,3993.413.729.217.310.524.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Equity and Debt Fund Growth ₹337.44
↓ -0.89
₹32,4296.81938.825.52028.2
HDFC Balanced Advantage Fund Growth ₹456.142
↑ 0.50
₹78,7594.818.138.725.217.831.3
ICICI Prudential Multi-Asset Fund Growth ₹647.809
↓ -3.33
₹34,7047.317.232.624.619.124.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹33.67
↓ -0.01
₹6575.719.347.124.320.933.7
JM Equity Hybrid Fund Growth ₹107.774
↑ 0.09
₹202620.349.522.917.933.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Arbitrage Opportunities Fund Growth ₹31.1408
↑ 0.02
₹27,79823.985.85.37.4
Invesco India Arbitrage Fund Growth ₹29.3941
↑ 0.02
₹14,5931.93.97.95.85.47.4
Kotak Equity Arbitrage Fund Growth ₹34.4857
↑ 0.02
₹39,0992.14.18.15.85.47.4
Edelweiss Arbitrage Fund Growth ₹17.8674
↑ 0.01
₹8,7682.147.95.65.47.1
ICICI Prudential Equity Arbitrage Fund Growth ₹31.5982
↑ 0.02
₹17,50023.97.85.55.37.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹456.142
↑ 0.50
₹78,7594.818.138.725.217.831.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.456
↓ -0.06
₹1192.714.324.914.39.118.4
ICICI Prudential Balanced Advantage Fund Growth ₹64.15
↓ -0.14
₹55,2293.110.520.713.312.516.5
Edelweiss Balanced Advantage Fund Growth ₹45.65
↓ -0.10
₹10,6233.81324.813.21418.8
Nippon India Balanced Advantage Fund Growth ₹156.226
↓ -0.26
₹7,6513.212.223.412.911.217.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹647.809
↓ -3.33
₹34,7047.317.232.624.619.124.1
Edelweiss Multi Asset Allocation Fund Growth ₹54.15
↓ -0.07
₹1,3534.215.332.319.316.225.4
UTI Multi Asset Fund Growth ₹65.5126
↓ -0.02
₹1,2788.723.340.717.914.129.1
SBI Multi Asset Allocation Fund Growth ₹51.5507
↓ -0.03
₹3,8793.91428.215.71424.4
HDFC Multi-Asset Fund Growth ₹62.023
↓ -0.04
₹2,5274.213.122.214.413.918
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Apr 24

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Principal Equity Savings Fund Growth ₹62.3086
↑ 0.06
₹74238.320.112.611.615.3
L&T Equity Savings Fund Growth ₹29.2223
↑ 0.02
₹2255.810.622.412.310.317
HDFC Equity Savings Fund Growth ₹59.952
↓ -0.07
₹3,9002.79.517.91210.213.8
Kotak Equity Savings Fund Growth ₹23.5201
↑ 0.01
₹4,6152.910.119.11210.515.7
SBI Equity Savings Fund Growth ₹21.3499
↓ -0.10
₹4,1831.76.119.810.710.317.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹44.042
↓ -0.09
₹4,7053.316.437.325.420.632.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹34.138
↓ -0.07
₹1,338211.927.516.915.124.9
ICICI Prudential Child Care Plan (Gift) Growth ₹280.76
↓ -0.41
₹1,1886.320.941.719.314.629.2
Tata Retirement Savings Fund - Progressive Growth ₹56.3661
↑ 0.31
₹1,723214.336.615.51429
Tata Retirement Savings Fund-Moderate Growth ₹55.3566
↑ 0.22
₹1,8961.911.830.914.312.825.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Top 5 Gold Funds 2024 - 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI Gold Fund Growth ₹19.5163
↑ 0.23
₹4616.622.918.115.216.714.8
Invesco India Gold Fund Growth ₹21.4336
↑ 0.38
₹6317.724.619.515.117.214.5
Axis Gold Fund Growth ₹21.8785
↑ 0.25
₹37816.422.518.914.717.114.7
SBI Gold Fund Growth ₹21.8661
↑ 0.10
₹1,50716.523.319.214.71714.1
Aditya Birla Sun Life Gold Fund Growth ₹21.5209
↓ -0.28
₹29316.924.119.214.716.614.5
ICICI Prudential Regular Gold Savings Fund Growth ₹23.1321
↑ 0.22
₹78216.322.91914.516.613.5
HDFC Gold Fund Growth ₹22.4049
↑ 0.22
₹1,68216.623.218.814.516.914.1
Nippon India Gold Savings Fund Growth ₹28.7061
↑ 0.31
₹1,58916.62318.814.416.814.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24

Best Mutual Funds Based on 1 Month Performance

1. Invesco India Gold Fund

To provide returns that closely corresponds to returns provided by Invesco India Gold Exchange Traded Fund.

Invesco India Gold Fund is a Gold - Gold fund was launched on 5 Dec 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.4% since its launch.  Return for 2023 was 14.5% , 2022 was 12.8% and 2021 was -5.5% .

Below is the key information for Invesco India Gold Fund

Invesco India Gold Fund
Growth
Launch Date 5 Dec 11
NAV (16 Apr 24) ₹21.4336 ↑ 0.38   (1.81 %)
Net Assets (Cr) ₹63 on 29 Feb 24
Category Gold - Gold
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 0.47
Sharpe Ratio 0.35
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹13,450
31 Mar 21₹13,745
31 Mar 22₹15,550
31 Mar 23₹18,151
31 Mar 24₹20,081

Invesco India Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Invesco India Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 11.9%
3 Month 17.7%
6 Month 24.6%
1 Year 19.5%
3 Year 15.1%
5 Year 17.2%
10 Year
15 Year
Since launch 6.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.5%
2022 12.8%
2021 -5.5%
2020 27.2%
2019 21.4%
2018 6.6%
2017 1.3%
2016 21.6%
2015 -15.1%
2014 -9%
Fund Manager information for Invesco India Gold Fund
NameSinceTenure
Krishna Cheemalapati4 Jan 204.24 Yr.

Data below for Invesco India Gold Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash2.13%
Other97.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco India Gold ETF
- | -
100%₹62 Cr113,043
Triparty Repo
CBLO/Reverse Repo | -
1%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

2. Aditya Birla Sun Life Gold Fund

An Open ended Fund of Funds Scheme with the investment objective to provide returns that tracks returns provided by Birla Sun Life Gold ETF (BSL Gold ETF).

Aditya Birla Sun Life Gold Fund is a Gold - Gold fund was launched on 20 Mar 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.7% since its launch.  Return for 2023 was 14.5% , 2022 was 12.3% and 2021 was -5% .

Below is the key information for Aditya Birla Sun Life Gold Fund

Aditya Birla Sun Life Gold Fund
Growth
Launch Date 20 Mar 12
NAV (15 Apr 24) ₹21.5209 ↓ -0.28   (-1.28 %)
Net Assets (Cr) ₹293 on 29 Feb 24
Category Gold - Gold
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.49
Sharpe Ratio 0.31
Information Ratio 0
Alpha Ratio 0
Min Investment 100
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹13,554
31 Mar 21₹13,472
31 Mar 22₹15,412
31 Mar 23₹17,654
31 Mar 24₹19,539

Aditya Birla Sun Life Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 11.8%
3 Month 16.9%
6 Month 24.1%
1 Year 19.2%
3 Year 14.7%
5 Year 16.6%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.5%
2022 12.3%
2021 -5%
2020 26%
2019 21.3%
2018 6.8%
2017 1.6%
2016 11.5%
2015 -7.2%
2014 -9.4%
Fund Manager information for Aditya Birla Sun Life Gold Fund
NameSinceTenure
Pranav Gupta31 Mar 231.01 Yr.
Haresh Mehta28 Apr 230.93 Yr.

Data below for Aditya Birla Sun Life Gold Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash3.05%
Other96.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Gold ETF
- | -
99%₹291 Cr52,257,587
↑ 225,000
Clearing Corporation Of India Limited
CBLO/Reverse Repo | -
1%₹3 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

3. IDBI Gold Fund

The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF).

IDBI Gold Fund is a Gold - Gold fund was launched on 14 Aug 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.9% since its launch.  Return for 2023 was 14.8% , 2022 was 12% and 2021 was -4% .

Below is the key information for IDBI Gold Fund

IDBI Gold Fund
Growth
Launch Date 14 Aug 12
NAV (16 Apr 24) ₹19.5163 ↑ 0.23   (1.21 %)
Net Assets (Cr) ₹46 on 29 Feb 24
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.55
Sharpe Ratio 0.36
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹13,572
31 Mar 21₹13,572
31 Mar 22₹15,372
31 Mar 23₹17,849
31 Mar 24₹19,736

IDBI Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for IDBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 11.4%
3 Month 16.6%
6 Month 22.9%
1 Year 18.1%
3 Year 15.2%
5 Year 16.7%
10 Year
15 Year
Since launch 5.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.8%
2022 12%
2021 -4%
2020 24.2%
2019 21.6%
2018 5.8%
2017 1.4%
2016 8.3%
2015 -8.7%
2014 0.2%
Fund Manager information for IDBI Gold Fund
NameSinceTenure
Yash Dhoot31 Jul 230.67 Yr.

Data below for IDBI Gold Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash0.57%
Other99.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC MF Gold ETF
- | -
100%₹45 Cr79,936
↓ -816
Treps
CBLO/Reverse Repo | -
0%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

4. Axis Gold Fund

To generate returns that closely correspond to returns generated by Axis Gold ETF.

Axis Gold Fund is a Gold - Gold fund was launched on 20 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.5% since its launch.  Return for 2023 was 14.7% , 2022 was 12.5% and 2021 was -4.7% .

Below is the key information for Axis Gold Fund

Axis Gold Fund
Growth
Launch Date 20 Oct 11
NAV (16 Apr 24) ₹21.8785 ↑ 0.25   (1.17 %)
Net Assets (Cr) ₹378 on 29 Feb 24
Category Gold - Gold
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.27
Sharpe Ratio 0.4
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹13,792
31 Mar 21₹13,827
31 Mar 22₹15,774
31 Mar 23₹18,294
31 Mar 24₹20,220

Axis Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Axis Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 11.1%
3 Month 16.4%
6 Month 22.5%
1 Year 18.9%
3 Year 14.7%
5 Year 17.1%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.7%
2022 12.5%
2021 -4.7%
2020 26.9%
2019 23.1%
2018 8.3%
2017 0.7%
2016 10.7%
2015 -11.9%
2014 -11.4%
Fund Manager information for Axis Gold Fund
NameSinceTenure
Aditya Pagaria9 Nov 212.39 Yr.

Data below for Axis Gold Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash3.65%
Other96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Gold ETF
- | -
98%₹371 Cr69,909,666
↑ 711,009
Clearing Corporation Of India Ltd
CBLO/Reverse Repo | -
2%₹8 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%-₹1 Cr

5. Kotak Gold Fund

The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Kotak Gold Fund is a Gold - Gold fund was launched on 25 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.4% since its launch.  Return for 2023 was 13.9% , 2022 was 11.7% and 2021 was -4.7% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (16 Apr 24) ₹28.8134 ↑ 0.27   (0.95 %)
Net Assets (Cr) ₹1,576 on 29 Feb 24
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.41
Sharpe Ratio 0.34
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹13,748
31 Mar 21₹13,829
31 Mar 22₹15,823
31 Mar 23₹18,040
31 Mar 24₹19,946

Kotak Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Kotak Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 11.1%
3 Month 16.3%
6 Month 22.5%
1 Year 18.6%
3 Year 14.2%
5 Year 16.8%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 13.9%
2022 11.7%
2021 -4.7%
2020 26.6%
2019 24.1%
2018 7.3%
2017 2.5%
2016 10.2%
2015 -8.4%
2014 -10%
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 1113.03 Yr.
Jeetu Sonar1 Oct 221.5 Yr.

Data below for Kotak Gold Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash2.82%
Other97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | -
99%₹1,563 Cr294,780,388
↓ -500,000
Triparty Repo
CBLO/Reverse Repo | -
1%₹16 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
0%-₹3 Cr

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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments

A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:

1. Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small or too large, can hinder a fund’s performance. Less Asset Under Management ( AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately the same as the category.

2. Fund Performance

To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period to check if the fund is able to beat the benchmark.

3. Total Expense Ratio

Investors who want to make investments in mutual funds have to bear certain charges like management fees, operation costs, etc., charged by the Asset Management Company (AMC). Many times, investors go for a fund that has a lower expense ratio, but it is something that should not supersede other important factors such as fund performance, etc.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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