+91-22-48913909Best Mutual Funds with Highest Returns 2026
Selecting a right fund to invest is not easy! Many investor looks for the best performing funds to get the best returns. However, returns are not the only criteria that an investor should look in a fund. Various important parameters like AUM, fund age, peer average returns, fund manager, exit load, etc., decides the stability and performance of Mutual Fund schemes. Investors who are looking at the highest return funds, can analyse the Mutual Fund performances for over the past few years, and invest in the fund that has delivered the most stable returns. First, let’s understand the basic of Mutual Funds.
What are Mutual Funds?
Mutual Funds are one of the most popular ways of Investing money. It pools the money from the investors and invests this in stocks, money market instruments, Bonds and other types of securities. For instance, an equity fund invests in stocks/shares of the company, and a debt fund invests in Debentures, bonds, etc. Each Mutual Fund types come with an investment objective. There are around 42 Mutual Fund companies in India (called Asset Management Companies or AMCs) that provide Mutual Fund schemes. These Mutual Fund companies are regulated by SEBI. Securities and Exchange Board of India (SEBI) is the regulatory body for Mutual Funds in India.
Best Mutual Funds to Invest with Highest Returns
The various Types of Mutual Funds are Equity Funds, debt funds and hybrid funds. Each fund has certain investment objectives and aims at fulfilling investment goals of the investors. So, let’s have a look at these schemes along with their funds that are delivering high returns.
Best Debt Mutual Funds with Highest Returns 2026
Debt Mutual Funds mainly invests in a fixed income instrument like government securities, treasury bills, corporate bonds, etc. These funds are ideally preferred by those who are looking for a steady income and higher returns than traditional Bank accounts. Debt funds are known for its optimal returns over the short-term. Investors with a low-appetite who wants to invest in Mutual Funds should prefer investing in debt funds. These funds are comparatively less volatile than equities. Debt funds like liquid, ultra-short term, short term are a good option for short-term investments. Long-term debt funds are risky and the maturity of these securities could for up to 5-7 years, in some case up to 10 years & above. Following are the categories of debt funds, along with their highest returns.
Fund Selection Methodology used to find 5 funds
Top 5 Liquid Funds with 1 Year Highest Returns
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Liquid Fund Growth ₹2,454.04
↑ 0.35 ₹503 0.5 1.7 3.4 6.6 6.66% 1M 7D 1M 10D Axis Liquid Fund Growth ₹3,107.84
↑ 0.75 ₹44,866 0.5 1.7 3.4 6.4 6.6 6.64% 1M 5D 1M 5D Edelweiss Liquid Fund Growth ₹3,568.95
↑ 0.86 ₹12,259 0.5 1.7 3.4 6.4 6.5 6.51% 1M 6D 1M 6D BOI AXA Liquid Fund Growth ₹3,214.93
↑ 0.54 ₹1,339 0.5 1.7 3.3 6.4 6.6 6.43% 1M 10D 1M 10D DSP Liquidity Fund Growth ₹3,983.66
↑ 1.04 ₹19,371 0.5 1.7 3.4 6.3 6.5 6.45% 2M 5D 2M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Liquid Fund Axis Liquid Fund Edelweiss Liquid Fund BOI AXA Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Highest AUM (₹44,866 Cr). Lower mid AUM (₹12,259 Cr). Bottom quartile AUM (₹1,339 Cr). Upper mid AUM (₹19,371 Cr). Point 2 Established history (16+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.55% (top quartile). 1Y return: 6.37% (upper mid). 1Y return: 6.37% (lower mid). 1Y return: 6.36% (bottom quartile). 1Y return: 6.34% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.51% (upper mid). 1M return: 0.51% (lower mid). 1M return: 0.48% (bottom quartile). 1M return: 0.51% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 2.39 (upper mid). Sharpe: 2.34 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: 2.35 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 2.08 (top quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 6.64% (upper mid). Yield to maturity (debt): 6.51% (lower mid). Yield to maturity (debt): 6.43% (bottom quartile). Yield to maturity (debt): 6.45% (bottom quartile). Point 10 Modified duration: 0.10 yrs (lower mid). Modified duration: 0.10 yrs (top quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.18 yrs (bottom quartile). IDBI Liquid Fund
Axis Liquid Fund
Edelweiss Liquid Fund
BOI AXA Liquid Fund
DSP Liquidity Fund
Top 5 Ultra Short Term Funds with 1 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D IDBI Ultra Short Term Fund Growth ₹2,424.68
↑ 0.44 ₹146 1.6 3.4 6.4 4.8 6.83% 2M 10D 2M 23D Aditya Birla Sun Life Savings Fund Growth ₹586.856
↑ 0.23 ₹17,816 1.7 3.4 6.3 7.3 7.4 7.45% 5M 26D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹29.6087
↑ 0.01 ₹14,352 1.7 3.3 6.2 7 7.1 7.79% 5M 8D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,379.83
↑ 1.98 ₹11,408 1.7 3.2 6.1 6.9 7 7.77% 5M 5D 8M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan IDBI Ultra Short Term Fund Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹146 Cr). Highest AUM (₹17,816 Cr). Upper mid AUM (₹14,352 Cr). Lower mid AUM (₹11,408 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.26% (lower mid). 1Y return: 6.19% (bottom quartile). 1Y return: 6.11% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.52% (upper mid). 1M return: 0.52% (lower mid). 1M return: 0.47% (bottom quartile). 1M return: 0.45% (bottom quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 0.91 (lower mid). Sharpe: 0.92 (upper mid). Sharpe: 0.84 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.83% (bottom quartile). Yield to maturity (debt): 7.45% (lower mid). Yield to maturity (debt): 7.79% (top quartile). Yield to maturity (debt): 7.77% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
IDBI Ultra Short Term Fund
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
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Top 5 Short Term Funds with 3 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% HDFC Short Term Debt Fund Growth ₹34.0951
↑ 0.02 ₹15,008 2.2 3.2 5.5 7.4 7.8 8.01% 2Y 4M 28D 3Y 1M 24D ICICI Prudential Short Term Fund Growth ₹64.2098
↑ 0.03 ₹19,175 2.2 3.2 5.7 7.4 8 8.14% 2Y 8M 19D 4Y 5M 23D Axis Short Term Fund Growth ₹32.9417
↑ 0.01 ₹8,183 2.1 3.3 5.5 7.3 8.1 7.92% 2Y 3M 22D 3Y 2M 23D Bandhan Bond Fund Short Term Plan Growth ₹60.8585
↑ 0.02 ₹8,889 2.3 3.5 5.4 7.3 7.5 7.73% 2Y 2M 16D 2Y 11M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Axis Short Term Fund Bandhan Bond Fund Short Term Plan Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹15,008 Cr). Highest AUM (₹19,175 Cr). Bottom quartile AUM (₹8,183 Cr). Lower mid AUM (₹8,889 Cr). Point 2 Established history (24+ yrs). Established history (16+ yrs). Established history (24+ yrs). Established history (16+ yrs). Oldest track record among peers (25 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 5.48% (bottom quartile). 1Y return: 5.72% (upper mid). 1Y return: 5.50% (lower mid). 1Y return: 5.41% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.27% (upper mid). 1M return: 0.23% (bottom quartile). 1M return: 0.26% (lower mid). 1M return: 0.16% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.11 (bottom quartile). Sharpe: 0.29 (top quartile). Sharpe: 0.14 (lower mid). Sharpe: 0.15 (upper mid). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.01% (upper mid). Yield to maturity (debt): 8.14% (top quartile). Yield to maturity (debt): 7.92% (lower mid). Yield to maturity (debt): 7.73% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.41 yrs (bottom quartile). Modified duration: 2.72 yrs (bottom quartile). Modified duration: 2.31 yrs (lower mid). Modified duration: 2.21 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Bandhan Bond Fund Short Term Plan
Top 5 Gilt Funds with 3 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.3638
↓ -0.01 ₹1,892 3.8 5.3 6 7.4 3.7 7.6% 10Y 11M 16D 32Y 1M 28D Axis Gilt Fund Growth ₹26.6646
↓ -0.01 ₹431 3 3.2 4 7.1 5.2 7.35% 8Y 4M 24D 19Y 2M 12D ICICI Prudential Gilt Fund Growth ₹108.117
↑ 0.01 ₹8,785 3.3 2.9 4.2 7.1 6.8 7.71% 9Y 4M 10D 21Y 7M 6D UTI Gilt Fund Growth ₹65.7905
↓ 0.00 ₹423 1.6 3.4 4.2 6.7 5.1 6.4% 3Y 2M 16D 7Y 11M 19D DSP Government Securities Fund Growth ₹98.6948
↓ -0.04 ₹1,270 3.2 2.5 2.6 6.4 4.5 6.89% 7Y 10M 24D 19Y 2M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund ICICI Prudential Gilt Fund UTI Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,892 Cr). Bottom quartile AUM (₹431 Cr). Highest AUM (₹8,785 Cr). Bottom quartile AUM (₹423 Cr). Lower mid AUM (₹1,270 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (26+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 5.99% (top quartile). 1Y return: 3.97% (bottom quartile). 1Y return: 4.21% (lower mid). 1Y return: 4.21% (upper mid). 1Y return: 2.63% (bottom quartile). Point 6 1M return: -1.35% (bottom quartile). 1M return: -0.56% (lower mid). 1M return: -0.21% (upper mid). 1M return: 0.16% (top quartile). 1M return: -0.80% (bottom quartile). Point 7 Sharpe: 0.47 (top quartile). Sharpe: -0.15 (lower mid). Sharpe: -0.14 (upper mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.18 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.60% (upper mid). Yield to maturity (debt): 7.35% (lower mid). Yield to maturity (debt): 7.71% (top quartile). Yield to maturity (debt): 6.40% (bottom quartile). Yield to maturity (debt): 6.89% (bottom quartile). Point 10 Modified duration: 10.96 yrs (bottom quartile). Modified duration: 8.40 yrs (lower mid). Modified duration: 9.36 yrs (bottom quartile). Modified duration: 3.21 yrs (top quartile). Modified duration: 7.90 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
ICICI Prudential Gilt Fund
UTI Gilt Fund
DSP Government Securities Fund
Top 5 Dynamic Funds with 3 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 ₹99 2.4 22.4 31.9 11.7 0% 3M 18D IIFL Dynamic Bond Fund Growth ₹24.1618
↑ 0.01 ₹583 3.2 3.5 5.8 8.1 8.5 7.81% 4Y 3M 25D 6Y 5D Axis Dynamic Bond Fund Growth ₹31.5166
↑ 0.01 ₹1,015 2.9 4.1 5.7 7.3 7.1 7.26% 5Y 10Y 9M 14D Nippon India Dynamic Bond Fund Growth ₹39.384
↓ 0.00 ₹3,925 2.7 3.4 4.4 7.2 7.1 7.49% 3Y 5M 5D 4Y 1M 6D ICICI Prudential Long Term Plan Growth ₹39.0929
↑ 0.02 ₹13,518 2.6 3 4.9 7.2 7.2 8.22% 5Y 11M 16D 13Y 7M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Dynamic Accrual Fund IIFL Dynamic Bond Fund Axis Dynamic Bond Fund Nippon India Dynamic Bond Fund ICICI Prudential Long Term Plan Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹583 Cr). Lower mid AUM (₹1,015 Cr). Upper mid AUM (₹3,925 Cr). Highest AUM (₹13,518 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Rating: 3★ (upper mid). Not Rated. Top rated. Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 31.90% (top quartile). 1Y return: 5.75% (upper mid). 1Y return: 5.73% (lower mid). 1Y return: 4.45% (bottom quartile). 1Y return: 4.87% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.46% (upper mid). 1M return: 0.08% (bottom quartile). 1M return: 0.38% (lower mid). 1M return: 0.00% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.13 (lower mid). Sharpe: 0.14 (upper mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.02 (bottom quartile). Point 8 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.81% (upper mid). Yield to maturity (debt): 7.26% (bottom quartile). Yield to maturity (debt): 7.49% (lower mid). Yield to maturity (debt): 8.22% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.32 yrs (lower mid). Modified duration: 5.00 yrs (bottom quartile). Modified duration: 3.43 yrs (upper mid). Modified duration: 5.96 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Axis Dynamic Bond Fund
Nippon India Dynamic Bond Fund
ICICI Prudential Long Term Plan
Best Equity Mutual Funds with Highest Returns 2026
Equity funds mainly invests in stocks or shares of the companies. Buying an equity fund is one of the best ways to own a business (in a small proportion) without starting a company directly. Since, these funds invest in stocks, they are volatile in nature. But, they have great potential to deliver high returns in the long-run. There are various types of equity funds such as Large cap funds, mid-cap & Small cap funds, Diversified Funds, sector funds, etc. Investors who are planning to invest in equities should have a high-risk appetite and should stay invested for a longer duration, ideally up to 5-10 years & more. Following are the Best Equity Mutual Funds with highest returns.
Top 5 Large Cap Funds with 5 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Large Cap Fund Growth ₹90.5135
↑ 0.23 ₹53,227 2.1 -0.8 0.4 11.9 14.9 9.2 JM Core 11 Fund Growth ₹20.2837
↑ 0.17 ₹286 6.5 6.1 4.7 12.9 14.1 -1.9 ICICI Prudential Bluechip Fund Growth ₹109.76
↑ 0.34 ₹79,421 2.9 -1.8 0 12.1 13.2 11.3 HDFC Top 100 Fund Growth ₹1,146.99
↑ 6.51 ₹39,024 5.1 0 1.5 10.3 12.9 7.9 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund JM Core 11 Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund IDBI India Top 100 Equity Fund Point 1 Upper mid AUM (₹53,227 Cr). Bottom quartile AUM (₹286 Cr). Highest AUM (₹79,421 Cr). Lower mid AUM (₹39,024 Cr). Bottom quartile AUM (₹655 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (14+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.95% (top quartile). 5Y return: 14.15% (upper mid). 5Y return: 13.21% (lower mid). 5Y return: 12.86% (bottom quartile). 5Y return: 12.61% (bottom quartile). Point 6 3Y return: 11.92% (bottom quartile). 3Y return: 12.88% (upper mid). 3Y return: 12.13% (lower mid). 3Y return: 10.28% (bottom quartile). 3Y return: 21.88% (top quartile). Point 7 1Y return: 0.41% (bottom quartile). 1Y return: 4.68% (upper mid). 1Y return: -0.01% (bottom quartile). 1Y return: 1.47% (lower mid). 1Y return: 15.39% (top quartile). Point 8 Alpha: 1.07 (lower mid). Alpha: 2.17 (top quartile). Alpha: -1.21 (bottom quartile). Alpha: -0.39 (bottom quartile). Alpha: 2.11 (upper mid). Point 9 Sharpe: -0.43 (lower mid). Sharpe: -0.23 (upper mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.49 (bottom quartile). Sharpe: 1.09 (top quartile). Point 10 Information ratio: 0.98 (top quartile). Information ratio: 0.15 (lower mid). Information ratio: 0.85 (upper mid). Information ratio: 0.08 (bottom quartile). Information ratio: 0.14 (bottom quartile). Nippon India Large Cap Fund
JM Core 11 Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
IDBI India Top 100 Equity Fund
Top 5 Mid & Small Cap Funds with 5 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹100.253
↑ 0.39 ₹37,474 10.2 8.9 -1.6 19.2 21.7 -12.1 HDFC Mid-Cap Opportunities Fund Growth ₹210.683
↑ 0.67 ₹100,858 7.1 5.1 8.7 18.8 19.7 6.8 Invesco India Mid Cap Fund Growth ₹197.72
↑ 0.24 ₹13,767 10.5 14.9 10.2 24.1 19.2 6.3 Nippon India Small Cap Fund Growth ₹179.922
↑ 1.16 ₹78,407 5.6 13 6.2 15.9 18.4 -4.7 Edelweiss Mid Cap Fund Growth ₹108.69
↑ 0.44 ₹17,748 5.6 6.5 9.2 21.6 18 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Invesco India Mid Cap Fund Nippon India Small Cap Fund Edelweiss Mid Cap Fund Point 1 Lower mid AUM (₹37,474 Cr). Highest AUM (₹100,858 Cr). Bottom quartile AUM (₹13,767 Cr). Upper mid AUM (₹78,407 Cr). Bottom quartile AUM (₹17,748 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (15+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 21.68% (top quartile). 5Y return: 19.70% (upper mid). 5Y return: 19.19% (lower mid). 5Y return: 18.43% (bottom quartile). 5Y return: 17.97% (bottom quartile). Point 6 3Y return: 19.20% (lower mid). 3Y return: 18.80% (bottom quartile). 3Y return: 24.06% (top quartile). 3Y return: 15.86% (bottom quartile). 3Y return: 21.55% (upper mid). Point 7 1Y return: -1.65% (bottom quartile). 1Y return: 8.67% (lower mid). 1Y return: 10.22% (top quartile). 1Y return: 6.20% (bottom quartile). 1Y return: 9.21% (upper mid). Point 8 Alpha: -14.72 (bottom quartile). Alpha: -0.56 (lower mid). Alpha: 0.00 (upper mid). Alpha: 3.21 (top quartile). Alpha: -1.09 (bottom quartile). Point 9 Sharpe: -0.71 (bottom quartile). Sharpe: -0.01 (lower mid). Sharpe: 0.19 (top quartile). Sharpe: 0.02 (upper mid). Sharpe: -0.04 (bottom quartile). Point 10 Information ratio: -0.25 (bottom quartile). Information ratio: -0.05 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.27 (bottom quartile). Information ratio: 0.48 (top quartile). Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Invesco India Mid Cap Fund
Nippon India Small Cap Fund
Edelweiss Mid Cap Fund
Top 5 Diversified Funds or Multi Cap Funds with 5 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Multi Cap Fund Growth ₹303.007
↑ 0.61 ₹54,585 2.4 5.3 1.2 14.4 18.4 4.1 HDFC Equity Fund Growth ₹2,059.83
↑ 1.47 ₹106,496 5.9 0.7 4.6 16.3 18 11.4 JM Multicap Fund Growth ₹98.7285
↑ 0.69 ₹5,178 6.1 5.9 2.7 14.4 16.2 -6.8 Mahindra Badhat Yojana Growth ₹38.4617
↑ 0.10 ₹6,926 6.7 9 8.7 16.8 15.3 3.4 ICICI Prudential Multicap Fund Growth ₹858.09
↑ 6.67 ₹18,194 5.2 9.7 8.1 16.5 15.3 5.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Upper mid AUM (₹54,585 Cr). Highest AUM (₹106,496 Cr). Bottom quartile AUM (₹5,178 Cr). Bottom quartile AUM (₹6,926 Cr). Lower mid AUM (₹18,194 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (9+ yrs). Established history (31+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Not Rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.36% (top quartile). 5Y return: 18.01% (upper mid). 5Y return: 16.18% (lower mid). 5Y return: 15.32% (bottom quartile). 5Y return: 15.29% (bottom quartile). Point 6 3Y return: 14.38% (bottom quartile). 3Y return: 16.29% (lower mid). 3Y return: 14.41% (bottom quartile). 3Y return: 16.76% (top quartile). 3Y return: 16.48% (upper mid). Point 7 1Y return: 1.22% (bottom quartile). 1Y return: 4.60% (lower mid). 1Y return: 2.66% (bottom quartile). 1Y return: 8.75% (top quartile). 1Y return: 8.11% (upper mid). Point 8 Alpha: -0.43 (bottom quartile). Alpha: 0.57 (lower mid). Alpha: 0.06 (bottom quartile). Alpha: 4.46 (upper mid). Alpha: 6.49 (top quartile). Point 9 Sharpe: -0.26 (lower mid). Sharpe: -0.28 (bottom quartile). Sharpe: -0.33 (bottom quartile). Sharpe: 0.01 (upper mid). Sharpe: 0.09 (top quartile). Point 10 Information ratio: 0.29 (bottom quartile). Information ratio: 0.87 (top quartile). Information ratio: 0.52 (bottom quartile). Information ratio: 0.64 (upper mid). Information ratio: 0.61 (lower mid). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
Top 5 Sector Funds with 5 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Infrastructure Fund Growth ₹202.51
↑ 0.83 ₹8,550 1.1 5.4 4.6 18.4 23 6.7 SBI PSU Fund Growth ₹34.3228
↑ 0.27 ₹6,684 -4.4 -1.7 9.6 22.4 22.9 11.3 LIC MF Infrastructure Fund Growth ₹54.5662
↑ 0.75 ₹1,137 5.3 14.5 9.8 24.5 22.4 -3.7 Nippon India Power and Infra Fund Growth ₹381.086
↑ 3.66 ₹8,043 0.6 14 11.4 19.9 22 -0.5 DSP India T.I.G.E.R Fund Growth ₹359.538
↑ 2.49 ₹6,264 4.5 16.6 15.1 21.2 21.6 -2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund SBI PSU Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund DSP India T.I.G.E.R Fund Point 1 Highest AUM (₹8,550 Cr). Lower mid AUM (₹6,684 Cr). Bottom quartile AUM (₹1,137 Cr). Upper mid AUM (₹8,043 Cr). Bottom quartile AUM (₹6,264 Cr). Point 2 Established history (20+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 22.96% (top quartile). 5Y return: 22.88% (upper mid). 5Y return: 22.40% (lower mid). 5Y return: 21.98% (bottom quartile). 5Y return: 21.62% (bottom quartile). Point 6 3Y return: 18.40% (bottom quartile). 3Y return: 22.37% (upper mid). 3Y return: 24.50% (top quartile). 3Y return: 19.91% (bottom quartile). 3Y return: 21.24% (lower mid). Point 7 1Y return: 4.59% (bottom quartile). 1Y return: 9.60% (bottom quartile). 1Y return: 9.79% (lower mid). 1Y return: 11.37% (upper mid). 1Y return: 15.10% (top quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: -0.30 (bottom quartile). Alpha: 8.41 (upper mid). Alpha: 8.81 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.07 (bottom quartile). Sharpe: 0.12 (bottom quartile). Sharpe: 0.22 (lower mid). Sharpe: 0.24 (upper mid). Sharpe: 0.44 (top quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: -0.11 (bottom quartile). Information ratio: 0.58 (top quartile). Information ratio: 0.56 (upper mid). Information ratio: 0.00 (bottom quartile). ICICI Prudential Infrastructure Fund
SBI PSU Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
DSP India T.I.G.E.R Fund
Best Hybrid Mutual Funds with Highest Returns 2026
Hybrid Funds, also known as Balanced Fund in a combination of both debt and equity. A debt hybrid fund may have a larger portion of the investment in debt securities, and an equity hybrid would have a large portion of equity instruments. Balanced funds allow investors to not only enjoy the capital growth, but also get fixed income at regular intervals.
Top 5 Hybrid Debt Funds with 3 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 ICICI Prudential MIP 25 Growth ₹79.3713
↑ 0.08 ₹3,348 2.4 2.3 4.4 8.7 8.5 7.9 SBI Debt Hybrid Fund Growth ₹76.5334
↑ 0.12 ₹10,145 2.4 3.8 5.1 8.4 8.6 6.7 DSP Regular Savings Fund Growth ₹61.0738
↑ 0.03 ₹179 2.2 2.1 3.7 8.4 7.2 7.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹70.4486
↑ 0.14 ₹1,490 2.8 3 4.8 8.2 7.9 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Baroda Pioneer Conservative Hybrid Fund ICICI Prudential MIP 25 SBI Debt Hybrid Fund DSP Regular Savings Fund Aditya Birla Sun Life Regular Savings Fund Point 1 Bottom quartile AUM (₹33 Cr). Upper mid AUM (₹3,348 Cr). Highest AUM (₹10,145 Cr). Bottom quartile AUM (₹179 Cr). Lower mid AUM (₹1,490 Cr). Point 2 Established history (21+ yrs). Established history (22+ yrs). Oldest track record among peers (25 yrs). Established history (22+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Rating: 5★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 7.83% (bottom quartile). 5Y return: 8.54% (upper mid). 5Y return: 8.58% (top quartile). 5Y return: 7.22% (bottom quartile). 5Y return: 7.88% (lower mid). Point 6 3Y return: 9.05% (top quartile). 3Y return: 8.72% (upper mid). 3Y return: 8.42% (lower mid). 3Y return: 8.37% (bottom quartile). 3Y return: 8.19% (bottom quartile). Point 7 1Y return: 3.31% (bottom quartile). 1Y return: 4.40% (lower mid). 1Y return: 5.12% (top quartile). 1Y return: 3.72% (bottom quartile). 1Y return: 4.83% (upper mid). Point 8 1M return: -1.08% (bottom quartile). 1M return: 0.68% (upper mid). 1M return: 0.23% (bottom quartile). 1M return: 0.43% (lower mid). 1M return: 0.74% (top quartile). Point 9 Alpha: 0.25 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.64 (bottom quartile). Alpha: 0.26 (top quartile). Point 10 Sharpe: 0.85 (top quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.10 (upper mid). Sharpe: -0.45 (bottom quartile). Sharpe: -0.26 (lower mid). Baroda Pioneer Conservative Hybrid Fund
ICICI Prudential MIP 25
SBI Debt Hybrid Fund
DSP Regular Savings Fund
Aditya Birla Sun Life Regular Savings Fund
Top 5 Hybrid Equity Funds with 3 Year Highest Returns
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.84
↑ 0.20 ₹1,695 4.5 10.7 9.8 16.8 13.8 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 ICICI Prudential Equity and Debt Fund Growth ₹408.33
↑ 1.06 ₹51,481 2.1 1.3 4.5 14.3 16 13.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund ICICI Prudential Equity and Debt Fund Point 1 Lower mid AUM (₹1,695 Cr). Upper mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹51,481 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Established history (22+ yrs). Established history (26+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Not Rated. Rating: 3★ (upper mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.77% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 16.02% (top quartile). Point 6 3Y return: 16.84% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 14.26% (bottom quartile). Point 7 1Y return: 9.85% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 4.54% (bottom quartile). Point 8 1M return: 0.34% (bottom quartile). 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: 1.16% (lower mid). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 5.81 (upper mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 2.04 (lower mid). Point 10 Sharpe: 0.17 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: -0.22 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
ICICI Prudential Equity and Debt Fund
Best Gold Funds with 3 Year Highest Returns 2026
Investors who want to take exposure to gold via Mutual Funds can prefer Investing in Gold funds. The Gold mutual funds invest in Gold ETFs (exchange-traded funds). Unlike physical gold, they are easy to purchase and redeem. Following are the gold funds with the highest returns in last 3 years.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Gold Fund Growth ₹41.2688
↓ -0.10 ₹15,294 -5.3 -11.5 42.4 32 22.6 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹43.6106
↓ -0.07 ₹6,265 -5.3 -13.2 42.2 32 22.5 72 HDFC Gold Fund Growth ₹42.056
↓ -0.09 ₹11,019 -5.2 -11.4 42 31.8 22.4 71.3 Aditya Birla Sun Life Gold Fund Growth ₹40.9668
↓ -0.05 ₹1,648 -5 -13.8 42.1 31.8 22.5 72 Kotak Gold Fund Growth ₹54.072
↓ -0.11 ₹6,422 -5.3 -9.4 42 31.8 22.2 70.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Aditya Birla Sun Life Gold Fund Kotak Gold Fund Point 1 Highest AUM (₹15,294 Cr). Bottom quartile AUM (₹6,265 Cr). Upper mid AUM (₹11,019 Cr). Bottom quartile AUM (₹1,648 Cr). Lower mid AUM (₹6,422 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (15 yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 22.65% (top quartile). 5Y return: 22.46% (lower mid). 5Y return: 22.42% (bottom quartile). 5Y return: 22.48% (upper mid). 5Y return: 22.19% (bottom quartile). Point 6 3Y return: 32.03% (top quartile). 3Y return: 31.98% (upper mid). 3Y return: 31.79% (lower mid). 3Y return: 31.78% (bottom quartile). 3Y return: 31.76% (bottom quartile). Point 7 1Y return: 42.41% (top quartile). 1Y return: 42.17% (upper mid). 1Y return: 42.00% (bottom quartile). 1Y return: 42.10% (lower mid). 1Y return: 41.98% (bottom quartile). Point 8 1M return: 1.02% (top quartile). 1M return: 0.97% (bottom quartile). 1M return: 1.01% (upper mid). 1M return: 0.98% (lower mid). 1M return: 0.90% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.29 (upper mid). Sharpe: 1.22 (bottom quartile). Sharpe: 1.28 (lower mid). Sharpe: 1.20 (bottom quartile). Sharpe: 1.38 (top quartile). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
Aditya Birla Sun Life Gold Fund
Kotak Gold Fund
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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