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Best Mutual Fund Returns 2018

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Best Mutual Fund Returns for 2018

Updated on December 11, 2019 , 58 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 2018, 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 2018.

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Top Performing Equity Funds based on 2018 Performance

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
TATA Digital India Fund Growth ₹14.7461
↑ 0.21
₹41224.919.6-6
ICICI Prudential Technology Fund Growth ₹56.61
↑ 0.70
₹42219.119.8-43.926.3
SBI Technology Opportunities Fund Growth ₹65.0918
↑ 0.51
₹15717.113-3.32.429.2
Aditya Birla Sun Life Digital India Fund Growth ₹53.34
↓ -0.41
₹44215.622.4-3.511.221.1
Franklin India Technology Fund Growth ₹160.186
↓ -1.04
₹24111.919.1-2.63.816.8
SBI Banking & Financial Services Fund Growth ₹20.0071
↑ 0.15
₹1,1969.540.717
Reliance Us Equity Opportunites Fund Growth ₹17.0719
↓ 0.00
₹577.716.98.2
ICICI Prudential FMCG Fund Growth ₹246.87
↑ 1.28
₹5417.135.614.932.5
Axis Bluechip Fund Growth ₹31.8
↑ 0.12
₹8,7496.538-3.6-1.240.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹33.4029
↑ 0.04
₹1,0056.518.1-0.88.88.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

Top Performing Debt Funds based on 2018 Performance

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Government Securities Fund - Constant Maturity Plan Growth ₹30.9914
↓ -0.04
₹12611.86.210.17.04%7Y 3M 14D11Y 4M 6D
SBI Magnum Constant Maturity Fund Growth ₹43.8091
↓ -0.06
₹4819.96.212.86.62%6Y 6M 29D9Y 8M 19D
ICICI Prudential Constant Maturity Gilt Fund Growth ₹16.5228
↓ -0.01
₹869.72.416.26.97%6Y 11M 19D10Y 2M 5D
Indiabulls Income Fund Growth ₹16.2031
↓ -0.01
₹179.44.29.56.45%4Y 7M 6D
Franklin India Short Term Income Plan - Retail Plan Growth ₹4,050.12
↓ -21.69
₹12,5518.88.68.312.19%2Y 29D2Y 9M 8D
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.9491
↑ 0.01
₹19,9508.78.29.79.44%5M 16D6M 25D
Reliance Gilt Securities Fund Growth ₹26.8522
↓ -0.02
₹1,09083.4176.66%5Y 10M 24D8Y 4M 20D
Franklin India Income Opportunities Fund Growth ₹22.8105
↓ -0.13
₹3,41088.68.412%3Y 25D4Y 5M 22D
SBI Magnum Ultra Short Duration Fund Growth ₹4,372.03
↑ 0.80
₹10,9257.96.67.75.9%5M 1D5M 12D
IDFC Government Securities Fund - Investment Plan Growth ₹23.9416
↓ -0.03
₹4717.83.113.97.01%7Y 3M 14D11Y 5M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

Top Performing Hybrid Funds based on 2018 Performance

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
Reliance Arbitrage Fund Growth ₹19.773
↑ 0.00
₹9,4976.85.56.68.18
Kotak Equity Arbitrage Fund Growth ₹27.5413
↓ -0.01
₹16,1986.35.86.77.59
IDFC Arbitrage Fund Growth ₹24.3028
↑ 0.00
₹10,8916.35.56.37.48.5
SBI Arbitrage Opportunities Fund Growth ₹25.0852
↓ 0.00
₹5,2086.25.36.47.38.6
ICICI Prudential Equity Arbitrage Fund Growth ₹25.4472
↑ 0.00
₹13,3926.25.56.87.68.6
UTI Arbitrage Fund Growth ₹25.9695
↑ 0.00
₹2,9156.25.76.57.68.1
Axis Arbitrage Fund  Growth ₹13.9424
↑ 0.00
₹2,5326.15.26.97.3
Edelweiss Arbitrage Fund Growth ₹14.3216
₹3,8546.15.86.78
Aditya Birla Sun Life Arbitrage Fund Growth ₹19.7762
↓ -0.01
₹5,15065.66.57.68.3
BNP Paribas Arbitrage Fund  Growth ₹11.985
↓ -0.01
₹66266.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

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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