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Best Mutual Fund Returns 2020

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Best Mutual Fund Returns for 2020

Updated on October 15, 2021 , 246 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 2020, 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 2020.

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Top Performing Equity Funds based on 2020 Performance

FundNAVNet Assets (Cr)2020 (%)2019 (%)2018 (%)2017 (%)2016 (%)
ICICI Prudential Technology Fund Growth ₹163.13
↑ 2.33
₹5,03770.62.319.119.8-4
UTI Healthcare Fund Growth ₹172.014
↑ 0.54
₹89767.41.2-7.56.2-9.7
Nippon India Pharma Fund Growth ₹311.76
↑ 0.40
₹5,66766.41.73.67.6-10.6
SBI Healthcare Opportunities Fund Growth ₹234.415
↑ 0.70
₹2,04865.8-0.5-9.92.1-14
TATA India Pharma & Healthcare Fund Growth ₹18.0005
↑ 0.04
₹61064.45.5-2.64.7-14.7
Aditya Birla Sun Life Digital India Fund Growth ₹138.38
↑ 1.56
₹2,288599.615.622.4-3.5
Franklin India Technology Fund Growth ₹349.69
↑ 2.81
₹70056.812.411.919.1-2.6
TATA Digital India Fund Growth ₹38.4559
↑ 0.60
₹2,76854.87.524.919.6-6
PGIM India Midcap Opportunities Fund Growth ₹44.62
↑ 0.45
₹2,70948.43.6-16.137-1.3
SBI Technology Opportunities Fund Growth ₹152.651
↑ 1.26
₹1,46547.312.217.113-3.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

Top Performing Debt Funds based on 2020 Performance

FundNAVNet Assets (Cr)2020 (%)2019 (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Government Securities Fund - Investment Plan Growth ₹28.4011
↓ -0.01
₹1,93713.713.37.85.7%3Y 11M 12D4Y 8M 5D
Edelweiss Government Securities Fund Growth ₹19.7623
↓ 0.00
₹9913.610.76.86.68%9Y 7M 17D20Y 6M 18D
ICICI Prudential Constant Maturity Gilt Fund Growth ₹19.6039
↓ -0.01
₹36913.612.89.76.33%6Y 9M 18D9Y 6M 25D
Kotak Gilt Investment Fund - Regular Investment Plan Growth ₹78.5128
↓ -0.12
₹1,53013.39.87.45.34%2Y 9M 18D11Y 2M 26D
Kotak Gilt Investment Fund - Provident Fund & Trust Plan Growth ₹80.3235
↓ -0.12
₹1,53013.39.87.45.34%2Y 9M 18D11Y 2M 26D
IDFC Government Securities Fund - Constant Maturity Plan Growth ₹36.5071
↓ -0.03
₹28513.214.211.86.26%6Y 7M 20D9Y 3M 22D
Axis Gilt Fund Growth ₹20.3198
↓ -0.03
₹14713.1125.35.63%4Y 4M 6D11Y 8M 1D
DSP BlackRock Government Securities Fund Growth ₹75.8889
↑ 0.01
₹43213.112.57.45.67%4Y 8M 26D6Y 10M 6D
IDFC Dynamic Bond Fund Growth ₹27.7562
↓ -0.01
₹3,83312.9116.85.68%3Y 11M 8D4Y 7M 28D
Edelweiss Banking and PSU Debt Fund Growth ₹19.746
↑ 0.01
₹45112.912.95.96.72%5Y 7M 6D7Y 9M 22D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

Top Performing Hybrid Funds based on 2020 Performance

FundNAVNet Assets (Cr)2020 (%)2019 (%)2018 (%)2017 (%)2016 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹23.9
↑ 0.06
₹34531.1-4.7-14.247.1
JM Equity Hybrid Fund Growth ₹71.5238
↑ 0.03
₹930.5-8.11.718.53
Edelweiss Balanced Advantage Fund Growth ₹36.75
↑ 0.17
₹5,30422.67.81.923.9-1.5
HDFC Multi-Asset Fund Growth ₹47.922
↑ 0.31
₹1,08820.99.3-1.911.88.9
Canara Robeco Equity Debt Allocation Fund Growth ₹253.39
↑ 1.07
₹6,49319.711.71.325.23.6
Axis Triple Advantage Fund Growth ₹31.8648
↑ 0.20
₹1,1801815.31.915.97.1
Baroda Pioneer Hybrid Equity Fund Growth ₹87.12
↑ 0.84
₹41417.13.6-7.6314.5
DSP BlackRock Equity and Bond Fund Growth ₹246.131
↑ 1.06
₹7,5161714.2-5.127.68.3
IDBI Hybrid Equity Fund Growth ₹16.8405
↑ 0.09
₹206170-6.222.2
Principal Hybrid Equity Fund Growth ₹116.75
↑ 0.94
₹1,12016.32.1-1.536.310.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

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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