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Best Performing Mutual Funds 2025 - 2026

Updated on April 25, 2025 , 187259 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 2025 - 2026

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 (%)2024 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 		₹6559.212.515.421.912.6
Nippon India Large Cap Fund Growth ₹85.2251
↓ -1.06 		₹37,5463.5-1.36.120.127.318.2
DSP BlackRock TOP 100 Equity Growth ₹461.964
↓ -4.21 		₹5,0706.51.414.619.422.920.5
ICICI Prudential Bluechip Fund Growth ₹105.08
↓ -1.01 		₹64,9634.3-0.88.217.925.416.9
HDFC Top 100 Fund Growth ₹1,099.1
↓ -10.94 		₹36,1093.5-1.75.71724.611.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹93.0542
↓ -0.72 		₹26,028-4.2-10.51326.637.357.1
Edelweiss Mid Cap Fund Growth ₹92.001
↓ -1.83 		₹8,634-0.8-4.614.623.133.638.9
SBI Magnum Mid Cap Fund Growth ₹223.818
↓ -5.22 		₹20,890-0.3-57.117.431.820.3
ICICI Prudential MidCap Fund Growth ₹261.8
↓ -5.41 		₹5,796-1-6.141930.627
Invesco India Mid Cap Fund Growth ₹156.74
↓ -3.75 		₹5,7790.7-1.916.422.930.543.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Emerging Businesses Fund Growth ₹73.8168
↓ -1.77 		₹13,334-5.8-11.9-1.11835.428.5
Franklin India Smaller Companies Fund Growth ₹158.201
↓ -3.49 		₹11,970-2.1-8.6-0.621.134.623.2
HDFC Small Cap Fund Growth ₹123.951
↓ -2.56 		₹30,223-3.2-7.2-1.219.534.520.4
ICICI Prudential Smallcap Fund Growth ₹79.42
↓ -1.33 		₹7,392-2.5-7.90.916.233.615.6
Kotak Small Cap Fund Growth ₹238.766
↓ -5.19 		₹15,706-3.9-11.33.413.733.525.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Multicap Fund Growth ₹93.9682
↓ -1.59 		₹5,263-2.2-7.83.723.628.433.3
HDFC Equity Fund Growth ₹1,901.26
↓ -18.60 		₹69,6396.51.414.923.231.123.5
Nippon India Multi Cap Fund Growth ₹274.858
↓ -4.99 		₹38,6372.7-4.75.622.832.525.8
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 		₹38210.213.213.522.712
Motilal Oswal Multicap 35 Fund Growth ₹57.0416
↓ -0.36 		₹12,2671.3-5.414.421.222.945.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Magnum Tax Gain Fund Growth ₹414.325
↓ -4.84 		₹27,7301.2-3.7724.229.527.7
HDFC Tax Saver Fund Growth ₹1,348.8
↓ -14.12 		₹15,5566.20.512.522.628.621.3
Motilal Oswal Long Term Equity Fund Growth ₹46.243
↓ -1.18 		₹3,817-2.6-11.24.822.626.847.7
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹4859.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 		₹1,3181.215.435.520.617.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI PSU Fund Growth ₹30.5732
↓ -0.66 		₹4,7895.3-1.3-1.130.831.423.5
Franklin India Opportunities Fund Growth ₹235.185
↓ -3.39 		₹6,0470.5-2.89.929.332.737.3
Invesco India PSU Equity Fund Growth ₹58.62
↓ -1.27 		₹1,2174-3.9-0.528.829.125.6
HDFC Infrastructure Fund Growth ₹44.168
↓ -0.95 		₹2,3292-4.40.228.435.223
ICICI Prudential Infrastructure Fund Growth ₹179.59
↓ -3.25 		₹7,2142-3.63.628.139.127.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Value Fund Growth ₹92.1692
↓ -1.60 		₹988-1.3-8.41.123.629.925.1
L&T India Value Fund Growth ₹101.465
↓ -2.02 		₹12,6001.5-3.66.421.630.325.9
Nippon India Value Fund Growth ₹213.474
↓ -3.56 		₹8,1012.3-3.26.820.930.122.3
ICICI Prudential Value Discovery Fund Growth ₹449.2
↓ -0.82 		₹49,1314.6-0.812.620.131.120
Tata Equity PE Fund Growth ₹328.644
↓ -7.10 		₹8,0040-6.23.519.425.121.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Focused 30 Fund Growth ₹219.75
↓ -2.06 		₹17,2276.31.415.323.430.824
ICICI Prudential Focused Equity Fund Growth ₹86.24
↓ -0.90 		₹10,4847-0.11421.928.426.5
DSP BlackRock Focus Fund Growth ₹52.214
↓ -0.61 		₹2,4474.8-1.513.91822.918.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354-58.524.51717.3
Franklin India Focused Equity Fund Growth ₹101.745
↓ -1.23 		₹11,3963.3-3.35.11726.519.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Best Debt Funds 2025 - 2026

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 (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹541.495
↓ -0.02 		₹13,2942.34.1877.97.75%6M 25D7M 28D
ICICI Prudential Ultra Short Term Fund Growth ₹27.3615
↓ 0.00 		₹12,6742.13.87.56.87.57.53%5M 8D7M 28D
Invesco India Ultra Short Term Fund Growth ₹2,666.03
↑ 0.19 		₹8592.13.87.46.67.57.49%6M 13D7M 2D
SBI Magnum Ultra Short Duration Fund Growth ₹5,904.72
↑ 0.36 		₹12,4702.13.87.66.77.47.28%5M 8D8M 16D
Nippon India Ultra Short Duration Fund Growth ₹3,982.11
↑ 0.18 		₹6,4982.13.77.36.67.27.73%5M 4D7M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Short Term Fund Growth ₹59.5374
↓ -0.03 		₹20,42834.79.17.67.87.6%2Y 9M 29D4Y 10M 17D
HDFC Short Term Debt Fund Growth ₹31.693
↓ -0.02 		₹14,20834.79.47.38.37.47%2Y 9M 22D4Y 2M 5D
IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 		₹261.43.26.27.2 6.43%3M3M 14D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.1341
↓ -0.02 		₹8,06834.89.47.27.97.49%2Y 9M 7D3Y 8M 1D
Axis Short Term Fund Growth ₹30.5934
↓ -0.02 		₹9,0243.259.57.187.48%2Y 9M 4D3Y 7M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,875.56
↑ 0.49 		₹32,6090.71.93.77.37.47.08%2M 4D2M 4D
LIC MF Liquid Fund Growth ₹4,669.39
↑ 0.78 		₹9,3670.71.83.67.37.48.34%1M 29D2M
DSP BlackRock Liquidity Fund Growth ₹3,686.95
↑ 0.62 		₹15,8290.71.83.67.37.46.95%1M 20D1M 28D
Invesco India Liquid Fund Growth ₹3,549.69
↑ 0.59 		₹10,9450.71.83.67.37.47.01%2M 5D2M 5D
ICICI Prudential Liquid Fund Growth ₹382.361
↑ 0.06 		₹42,2930.71.83.67.37.46.99%2M 5D2M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Apr 25

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹32.4368
↓ -0.02 		₹10,36834.89.17.47.97.3%3Y 5M 16D5Y 6M 25D
Kotak Banking and PSU Debt fund Growth ₹64.8407
↓ -0.04 		₹6,0113.24.89.57.187.28%3Y 6M 29D5Y 4M 6D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹363.732
↓ -0.18 		₹8,5883.24.89.57.17.97.22%3Y 6M 7D4Y 9M
HDFC Banking and PSU Debt Fund Growth ₹22.8214
↓ -0.01 		₹5,9963.24.89.477.97.25%3Y 10M 10D5Y 6M 4D
Nippon India Banking & PSU Debt Fund Growth ₹20.5946
↓ -0.02 		₹5,7023.34.99.577.97.37%3Y 9M 25D5Y 3M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Credit Risk Fund Growth ₹48.7368
↓ -0.03 		₹20715.617.622.413.97.87.81%2Y 2M 8D2Y 11M 12D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 		₹1042.957.511 0%
Aditya Birla Sun Life Credit Risk Fund Growth ₹21.9589
↓ -0.01 		₹9706.48.217.110.611.98.29%2Y 5M 16D3Y 9M 29D
Invesco India Credit Risk Fund Growth ₹1,914.26
↓ -1.62 		₹1444.96.610.88.87.37.24%3Y 1M 10D4Y 3M 25D
SBI Credit Risk Fund Growth ₹45.0904
↓ -0.02 		₹2,2552.84.79.27.68.18.51%2Y 2M 12D3Y 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Corporate Bond Fund Growth ₹29.5381
↓ -0.02 		₹29,9293.14.89.37.787.37%2Y 11M 5D4Y 11M 26D
Nippon India Prime Debt Fund Growth ₹59.5177
↓ -0.04 		₹6,7383.55.110.17.68.47.44%3Y 10M 6D5Y 2M 26D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹112.16
↓ -0.06 		₹24,5703.35.110.17.68.57.31%3Y 5M 16D4Y 9M 14D
HDFC Corporate Bond Fund Growth ₹32.3099
↓ -0.02 		₹32,5273.34.99.87.58.67.31%3Y 9M5Y 10M 2D
Kotak Corporate Bond Fund Standard Growth ₹3,739.47
↓ -2.59 		₹14,6393.24.99.77.28.37.31%3Y 2M 8D4Y 5M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹66.6907
↓ -0.20 		₹11,4894.45.912.18.58.96.97%10Y 2M 1D24Y 14D
DSP BlackRock Government Securities Fund Growth ₹97.0193
↓ -0.26 		₹1,5664.55.812.78.510.17.04%11Y 6M29Y 2M 26D
ICICI Prudential Gilt Fund Growth ₹102.598
↓ -0.20 		₹7,13345.9118.48.26.94%7Y 22D15Y 9M 14D
Axis Gilt Fund Growth ₹25.8064
↓ -0.07 		₹8684.46.212.88.3107%10Y 2M 16D25Y 1M 17D
Invesco India Gilt Fund Growth ₹2,871.09
↓ -8.95 		₹9534.35.712.28.1106.96%11Y 11D26Y 10M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Best Hybrid Funds 2025 - 2026

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 (%)2024 (%)
JM Equity Hybrid Fund Growth ₹115.855
↓ -1.80 		₹7680.6-6.63.520.727.827
HDFC Balanced Advantage Fund Growth ₹498.699
↓ -4.61 		₹90,3752.80.17.319.725.916.7
ICICI Prudential Equity and Debt Fund Growth ₹377.83
↓ -3.14 		₹40,9625.91.99.818.727.417.2
UTI Multi Asset Fund Growth ₹71.7362
↓ -0.57 		₹5,2852.60.18.718.618.320.7
ICICI Prudential Multi-Asset Fund Growth ₹736.797
↓ -0.42 		₹55,3605.63.813.218.426.416.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹115.855
↓ -1.80 		₹7680.6-6.63.520.727.827
ICICI Prudential Equity and Debt Fund Growth ₹377.83
↓ -3.14 		₹40,9625.91.99.818.727.417.2
UTI Hybrid Equity Fund Growth ₹388.943
↓ -4.73 		₹5,9101.9-0.810.516.923.319.7
DSP BlackRock Equity and Bond Fund Growth ₹350.305
↓ -3.03 		₹10,4255.62.51716.120.317.7
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,9540.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹115.855
↓ -1.80 		₹7680.6-6.63.520.727.827
HDFC Balanced Advantage Fund Growth ₹498.699
↓ -4.61 		₹90,3752.80.17.319.725.916.7
ICICI Prudential Equity and Debt Fund Growth ₹377.83
↓ -3.14 		₹40,9625.91.99.818.727.417.2
UTI Multi Asset Fund Growth ₹71.7362
↓ -0.57 		₹5,2852.60.18.718.618.320.7
ICICI Prudential Multi-Asset Fund Growth ₹736.797
↓ -0.42 		₹55,3605.63.813.218.426.416.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Arbitrage Fund Growth ₹31.6051
↑ 0.05 		₹19,6751.93.67.575.77.6
Kotak Equity Arbitrage Fund Growth ₹37.1284
↑ 0.05 		₹60,37323.87.675.77.8
SBI Arbitrage Opportunities Fund Growth ₹33.4727
↑ 0.04 		₹30,5921.93.77.46.95.57.5
Edelweiss Arbitrage Fund Growth ₹19.2044
↑ 0.03 		₹14,0031.93.77.56.85.57.7
HDFC Arbitrage Fund Growth ₹30.352
↑ 0.03 		₹18,3501.93.67.56.85.47.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹498.699
↓ -4.61 		₹90,3752.80.17.319.725.916.7
Axis Dynamic Equity Fund Growth ₹20.43
↓ -0.13 		₹2,80831.412.61414.317.5
ICICI Prudential Balanced Advantage Fund Growth ₹71.13
↓ -0.37 		₹60,59142.49.512.817.312.3
Invesco India Dynamic Equity Fund Growth ₹51.63
↓ -0.30 		₹9430.6-1.56.812.614.515.9
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹102.37
↓ -0.94 		₹7,3213.9210.312.616.413
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Multi Asset Fund Growth ₹71.7362
↓ -0.57 		₹5,2852.60.18.718.618.320.7
ICICI Prudential Multi-Asset Fund Growth ₹736.797
↓ -0.42 		₹55,3605.63.813.218.426.416.1
Edelweiss Multi Asset Allocation Fund Growth ₹60.51
↓ -0.70 		₹2,4872.6-0.39.516.72220.2
SBI Multi Asset Allocation Fund Growth ₹56.4898
↓ -0.33 		₹7,6743.41.68.514.415.312.8
HDFC Multi-Asset Fund Growth ₹69.079
↓ -0.43 		₹3,8374.42.510.313.618.613.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Equity Savings Fund Growth ₹31.5267
↓ -0.22 		₹624-1.9-2.16.21114.624
Principal Equity Savings Fund Growth ₹68.404
↓ -0.29 		₹9762.31.9810.914.812.6
Kotak Equity Savings Fund Growth ₹25.326
↓ -0.18 		₹8,0431.71.7710.812.911.7
DSP BlackRock Equity Savings Fund Growth ₹21.578
↓ -0.04 		₹2,5173.6311.310.413.212.1
Edelweiss Equity Savings Fund Growth ₹24.4516
↓ -0.07 		₹5772.339.810.311.613.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹48.332
↓ -0.58 		₹5,9833.1-2.37.118.929.118
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.061
↓ -0.31 		₹1,5672.6-1.66.615.120.814
ICICI Prudential Child Care Plan (Gift) Growth ₹303.09
↓ -5.46 		₹1,2732.2-14.317.120.816.9
Tata Retirement Savings Fund - Progressive Growth ₹61.2074
↓ -1.10 		₹1,914-0.7-4.56.914.519.221.7
Tata Retirement Savings Fund-Moderate Growth ₹60.7473
↓ -0.92 		₹2,0080.1-2.78.213.817.819.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Top 5 Gold Funds 2025 - 2026

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI Gold Fund Growth ₹25.2353
↑ 0.02 		₹10418.222.931.921.413.618.7
Aditya Birla Sun Life Gold Fund Growth ₹28.0678
↓ -0.11 		₹55517.922.231.721.113.118.7
SBI Gold Fund Growth ₹28.2586
↓ -0.15 		₹3,58218.222.231.12113.119.6
Axis Gold Fund Growth ₹28.1635
↓ -0.16 		₹94417.521.9312113.519.2
ICICI Prudential Regular Gold Savings Fund Growth ₹29.9041
↓ -0.17 		₹1,90918.222.130.920.913.119.5
HDFC Gold Fund Growth ₹28.863
↓ -0.15 		₹3,55818.12230.920.91318.9
Nippon India Gold Savings Fund Growth ₹36.9836
↓ -0.22 		₹2,7441822.13120.81319
Invesco India Gold Fund Growth ₹27.3305
↓ -0.21 		₹14217.321.93120.613.718.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

Best Mutual Funds Based on 1 Month Performance

1. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.1% since its launch.  Ranked 11 in Global category.  Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (24 Apr 25) ₹28.4033 ↑ 0.45   (1.62 %)
Net Assets (Cr) ₹1,146 on 31 Mar 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.35
Sharpe Ratio 1.49
Information Ratio -0.12
Alpha Ratio 0.84
Min Investment 1,000
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 20₹10,000
31 Mar 21₹13,604
31 Mar 22₹15,152
31 Mar 23₹14,266
31 Mar 24₹13,920
31 Mar 25₹20,792

DSP BlackRock World 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 ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for DSP BlackRock World 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 24 Apr 25

DurationReturns
1 Month 10.5%
3 Month 27.4%
6 Month 18.4%
1 Year 56%
3 Year 14.8%
5 Year 9.8%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.9%
2023 7%
2022 -7.7%
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1312.01 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Basic Materials92.86%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity93.16%
Debt0.02%
Other3.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -		80%₹844 Cr1,880,211
↓ -73,489
VanEck Gold Miners ETF
- | GDX		19%₹199 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		2%₹19 Cr
Net Receivables/Payables
CBLO | -		0%-₹4 Cr

2. 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 7.6% since its launch.  Return for 2024 was 18.7% , 2023 was 14.8% and 2022 was 12% .

Below is the key information for IDBI Gold Fund

IDBI Gold Fund
Growth
Launch Date 14 Aug 12
NAV (25 Apr 25) ₹25.2353 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹104 on 31 Mar 25
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.65
Sharpe Ratio 1.62
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 20₹10,000
31 Mar 21₹10,000
31 Mar 22₹11,326
31 Mar 23₹13,151
31 Mar 24₹14,541
31 Mar 25₹19,184

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 ₹426,080.
Net Profit of ₹126,080 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 24 Apr 25

DurationReturns
1 Month 9.5%
3 Month 18.2%
6 Month 22.9%
1 Year 31.9%
3 Year 21.4%
5 Year 13.6%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.7%
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%
Fund Manager information for IDBI Gold Fund
NameSinceTenure
Sumit Bhatnagar1 Jun 240.75 Yr.

Data below for IDBI Gold Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash1.33%
Other98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC MF Gold ETF
- | -		99%₹92 Cr119,347
↑ 12,271
Treps
CBLO/Reverse Repo | -		1%₹1 Cr
Net Receivables / (Payables)
Net Current Assets | -		1%-₹1 Cr

3. 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 9.8% since its launch.  Return for 2024 was 18.9% , 2023 was 13.9% and 2022 was 11.7% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (25 Apr 25) ₹37.1718 ↓ -0.20   (-0.53 %)
Net Assets (Cr) ₹2,835 on 31 Mar 25
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.57
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 20₹10,000
31 Mar 21₹10,059
31 Mar 22₹11,509
31 Mar 23₹13,122
31 Mar 24₹14,508
31 Mar 25₹18,984

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 ₹415,684.
Net Profit of ₹115,684 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 24 Apr 25

DurationReturns
1 Month 9.3%
3 Month 18.1%
6 Month 22.2%
1 Year 31.3%
3 Year 20.5%
5 Year 13%
10 Year
15 Year
Since launch 9.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.9%
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%
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 1114.03 Yr.
Jeetu Sonar1 Oct 222.5 Yr.

Data below for Kotak Gold Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash2.27%
Equity0.23%
Other97.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | -		100%₹2,647 Cr370,486,639
↑ 9,910,421
Triparty Repo
CBLO/Reverse Repo | -		1%₹16 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -		0%-₹9 Cr

4. Nippon India Gold Savings Fund

The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES.

Nippon India Gold Savings Fund is a Gold - Gold fund was launched on 7 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Return for 2024 was 19% , 2023 was 14.3% and 2022 was 12.3% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund
Growth
Launch Date 7 Mar 11
NAV (25 Apr 25) ₹36.9836 ↓ -0.22   (-0.60 %)
Net Assets (Cr) ₹2,744 on 31 Mar 25
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.34
Sharpe Ratio 1.55
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (2%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹9,956
31 Mar 22₹11,456
31 Mar 23₹13,213
31 Mar 24₹14,599
31 Mar 25₹19,055

Nippon India Gold Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Nippon India Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 25

DurationReturns
1 Month 9.3%
3 Month 18%
6 Month 22.1%
1 Year 31%
3 Year 20.8%
5 Year 13%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19%
2023 14.3%
2022 12.3%
2021 -5.5%
2020 26.6%
2019 22.5%
2018 6%
2017 1.7%
2016 11.6%
2015 -8.1%
Fund Manager information for Nippon India Gold Savings Fund
NameSinceTenure
Himanshu Mange23 Dec 231.19 Yr.

Data below for Nippon India Gold Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash3.07%
Other96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | -		98%₹2,580 Cr362,884,792
↑ 9,655,000
Net Current Assets
Net Current Assets | -		1%₹31 Cr
Triparty Repo
CBLO/Reverse Repo | -		0%₹12 Cr
Cash Margin - Ccil
CBLO | -		0%₹0 Cr

5. ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF). However, there can be no assurance that the investment objectives of the Scheme will be realized.

ICICI Prudential Regular Gold Savings Fund is a Gold - Gold fund was launched on 11 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.4% since its launch.  Return for 2024 was 19.5% , 2023 was 13.5% and 2022 was 12.7% .

Below is the key information for ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund
Growth
Launch Date 11 Oct 11
NAV (25 Apr 25) ₹29.9041 ↓ -0.17   (-0.58 %)
Net Assets (Cr) ₹1,909 on 31 Mar 25
Category Gold - Gold
AMC ICICI Prudential Asset Management Company Limited
Rating ☆
Risk Moderately High
Expense Ratio 0.4
Sharpe Ratio 1.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-15 Months (2%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,050
31 Mar 22₹11,473
31 Mar 23₹13,247
31 Mar 24₹14,669
31 Mar 25₹19,133

ICICI Prudential Regular Gold Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for ICICI Prudential Regular Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 25

DurationReturns
1 Month 9.2%
3 Month 18.2%
6 Month 22.1%
1 Year 30.9%
3 Year 20.9%
5 Year 13.1%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.5%
2023 13.5%
2022 12.7%
2021 -5.4%
2020 26.6%
2019 22.7%
2018 7.4%
2017 0.8%
2016 8.9%
2015 -5.1%
Fund Manager information for ICICI Prudential Regular Gold Savings Fund
NameSinceTenure
Manish Banthia27 Sep 1212.43 Yr.
Nishit Patel29 Dec 204.17 Yr.

Data below for ICICI Prudential Regular Gold Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash1.73%
Other98.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Pru Gold ETF
- | -		100%₹1,740 Cr236,566,280
↑ 16,326,224
Treps
CBLO/Reverse Repo | -		1%₹16 Cr
Net Current Assets
Net Current Assets | -		1%-₹15 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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