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Best Mutual Fund Returns 2021

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Best Mutual Fund Returns for 2021

Updated on May 15, 2022 , 333 views

Mutual Fund is an investment avenue that is formed when numerous individuals sharing the same idea come together and invest their money. The Mutual Fund scheme then invests in various financial instruments on behalf of these individuals and earns profit. There are various categories of Mutual Fund schemes that are designed to cater the diverse requirements of the individuals. The broad categories of Mutual fund schemes Equity Funds, Debt fund, and Hybrid Fund. In 2021, the performance of all scheme categories was good. The Mutual Funds were able to earn commensurate returns for their investors. So, let us look at the performance of these schemes for 2021.

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Top Performing Equity Funds based on 2021 Performance

FundNAVNet Assets (Cr)2021 (%)2020 (%)2019 (%)2018 (%)2017 (%)
L&T Emerging Businesses Fund Growth ₹42.004
↑ 0.92
₹7,99677.415.5-8.1-13.766.5
ICICI Prudential Technology Fund Growth ₹138.09
↑ 3.04
₹8,74275.770.62.319.119.8
TATA Digital India Fund Growth ₹32.2364
↑ 0.75
₹5,89474.454.87.524.919.6
Nippon India Small Cap Fund Growth ₹79.6993
↑ 2.06
₹19,21474.329.2-2.5-16.763
Kotak Small Cap Fund Growth ₹151.916
↑ 2.51
₹7,23670.934.25-17.344
Aditya Birla Sun Life Digital India Fund Growth ₹117.82
↑ 2.75
₹3,39870.5599.615.622.4
SBI Technology Opportunities Fund Growth ₹133.712
↑ 2.15
₹2,63366.447.312.217.113
HDFC Small Cap Fund Growth ₹67.45
↑ 1.93
₹12,67764.920.2-9.5-8.160.8
IDFC Infrastructure Fund Growth ₹22.31
↑ 0.45
₹63364.86.3-5.3-25.958.7
IDBI Small Cap Fund Growth ₹16.31
↑ 0.36
₹13564.719-4.4-15
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 22

Top Performing Debt Funds based on 2021 Performance

FundNAVNet Assets (Cr)2021 (%)2020 (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Credit Risk Fund Growth ₹13.7898
↑ 0.01
₹52421.5-27.8-4.86.28%1Y 8M 5D2Y 7M 13D
Baroda Pioneer Credit Risk Fund Growth ₹17.5994
↑ 0.01
₹20519.22.42.16.59%2Y 1M 17D2Y 10M 2D
Nippon India Strategic Debt Fund Growth ₹12.4432
↑ 0.01
₹22517.4-23.5-3.45.36%2Y 2M 1D2Y 6M 22D
Franklin India Low Duration Fund Growth ₹32.2081
↑ 0.01
₹5016.71.65.20%1Y 3M 13D
IDBI Credit Risk Fund Growth ₹15.1315
↑ 0.01
₹3416.2-3.5-5.46.46%2Y 7M 20D3Y 11M 5D
Franklin India Short Term Income Plan - Retail Plan Growth ₹4,670
↑ 11.57
₹57615-5.34.20%2Y 6M 12D
Franklin India Dynamic Accrual Fund Growth ₹92.8661
↑ 0.11
₹9814.5-1.76.30%4Y 1M 4D
Franklin India Credit Risk Fund Growth ₹23.5389
↑ 0.08
₹33613.8-0.240%4Y 6D
Nippon India Credit Risk Fund Growth ₹27.5191
↑ 0.02
₹1,15513.5-5.91.97.12%1Y 10M 13D2Y 3M 11D
IDBI Short Term Bond Fund Growth ₹22.2206
↑ 0.00
₹3112.19.90.14.61%1Y 3M 7D1Y 7M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 22

Top Performing Hybrid Funds based on 2021 Performance

FundNAVNet Assets (Cr)2021 (%)2020 (%)2019 (%)2018 (%)2017 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.33
↑ 0.47
₹36754.531.1-4.7-14.247.1
ICICI Prudential Equity and Debt Fund Growth ₹219.87
↑ 4.66
₹19,27441.799.3-1.924.8
ICICI Prudential Multi-Asset Fund Growth ₹428.654
↑ 6.67
₹13,11534.79.97.7-2.228.2
IDFC Hybrid Equity Fund Growth ₹15.86
↑ 0.27
₹57930.813.94.7-3.816.2
UTI Hybrid Equity Fund Growth ₹237.4
↑ 4.10
₹4,27930.513.22.5-5.625.7
Kotak Equity Hybrid Fund Growth ₹38.048
↑ 0.57
₹2,51228.915.414.1-6.223.2
Nippon India Equity Hybrid Fund Growth ₹62.8904
↑ 1.22
₹3,15027.8-5.33-4.929.5
Edelweiss Multi Asset Allocation Fund Growth ₹36.72
↑ 0.67
₹18827.112.710.4-0.126.1
HDFC Balanced Advantage Fund Growth ₹282.081
↑ 5.22
₹43,05226.47.66.9-3.127.9
HDFC Hybrid Equity Fund Growth ₹75.957
↑ 1.28
₹18,44225.713.47.5-2.827.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 22

How to Select Best Mutual Funds?

The process of selecting best mutual funds are as follows.

  • Investment Objective: Individuals do any investment to accomplish a particular objective. Therefore, it is important to decide why the investment is being done. Some of the objectives for which individuals invest in Mutual Funds are purchasing a house, purchasing a vehicle, Retirement planning, planning for marriage, and much more.

  • Tenure, Expected Returns, & Risk-Appetite: Once you determine the investment objective, the next step is to determine the tenure of the investment along with expected returns and risk-appetite. Individuals should decide the tenure till which they need to invest. Along with tenure, individuals should also check for expected returns and risk-appetite. Determining the three parameters will help you decide the type of scheme that you can choose to invest.

  • Check Details About Mutual Fund Scheme: After deciding the type of scheme to invest, individuals should understand about the scheme. People should check various aspects of the scheme such as the fund age, its AUM or asset size of the scheme, expense ratio, and fund performance. Along with these parameters, individuals should also check the credentials of the fund manager managing the scheme.

  • Check the Credentials of Fund House: Apart from assessing the details of Mutual Fund scheme, individuals should also check the credentials of the fund house or the Asset Management Company (AMC). It is because, it is the fund house that is responsible for managing the schemes. As a result, the fund house is also responsible for the performance of the scheme.

  • Review Your Investments Regularly: Just Investing is not enough. Individuals should not take a back seat after investing in Mutual Funds. They should review their investments regularly and in a timely manner so that they can earn maximum returns on their investments.

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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