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Best Performing Mutual Funds in India for 2022 - 2023

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Best Performing Mutual Funds 2022 - 2023

Updated on October 2, 2022 , 156294 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 2022 - 2023

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 (%)2021 (%)
Canara Robeco Bluechip Equity Fund Growth ₹40.69
↑ 0.86
₹8,0569.2-2.8-3.317.713.524.5
Nippon India Large Cap Fund Growth ₹53.3185
↑ 1.17
₹12,19312.31.85.217.71232.4
IDBI India Top 100 Equity Fund Growth ₹39.22
↑ 0.86
₹62410.5-3-1.917.610.631.2
ICICI Prudential Bluechip Fund Growth ₹66.21
↑ 1.26
₹33,7399-21.717.211.929.2
Kotak Bluechip Fund Growth ₹369.781
↑ 7.28
₹4,9979-2.6-317.111.927.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
PGIM India Midcap Opportunities Fund Growth ₹45.01
↑ 0.96
₹6,61415.84.25.238.819.363.8
Axis Mid Cap Fund Growth ₹68.6
↑ 1.22
₹19,504130.9-1.322.417.239.9
Kotak Emerging Equity Scheme Growth ₹76.225
↑ 1.17
₹21,935154.76.527.115.447.3
Motilal Oswal Midcap 30 Fund  Growth ₹51.5724
↑ 0.77
₹3,15821.814.321.527.515.355.8
Edelweiss Mid Cap Fund Growth ₹52.665
↑ 1.00
₹2,25615.64.44.627.615.250.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Nippon India Small Cap Fund Growth ₹91.1395
↑ 1.18
₹21,655164.110.335.618.374.3
SBI Small Cap Fund Growth ₹115.13
↑ 0.99
₹14,04418.39.812.531.217.947.6
Kotak Small Cap Fund Growth ₹166.546
↑ 1.49
₹8,35612.50.42.534.217.970.9
ICICI Prudential Smallcap Fund Growth ₹53.85
↑ 0.40
₹4,13810.44.46.330.815.461
HDFC Small Cap Fund Growth ₹76.783
↑ 1.30
₹13,797174.52.926.514.864.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
PGIM India Diversified Equity Fund Growth ₹24.86
↑ 0.39
₹5,0819.7-5.9-7.424.314.343.5
Mahindra Badhat Yojana Growth ₹20.5669
↑ 0.41
₹1,38812.6-2.8-0.524.314.550.8
Parag Parikh Long Term Equity Fund Growth ₹47.3826
↑ 0.83
₹25,9966.9-6.8-4.92416.545.5
Nippon India Multi Cap Fund Growth ₹164.91
↑ 3.14
₹13,22417.26.112.322.113.848.9
Principal Multi Cap Growth Fund Growth ₹239.387
↑ 3.93
₹1,90312.6-1.3221.91246.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
BOI AXA Tax Advantage Fund Growth ₹98.98
↑ 2.10
₹64514.1-0.3-3.124.714.341.5
IDFC Tax Advantage (ELSS) Fund Growth ₹98.71
↑ 1.80
₹3,85112-1.5324.21349.2
Canara Robeco Equity Tax Saver Growth ₹115.67
↑ 2.49
₹4,19711.8-0.5-0.322.115.735.1
Mirae Asset Tax Saver Fund Growth ₹30.332
↑ 0.55
₹13,1487.7-3.8-3.420.914.535.3
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 4 Oct 22

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Technology Fund Growth ₹129.61
↑ 2.87
₹8,7120.1-20.6-1830.225.975.7
Aditya Birla Sun Life Digital India Fund Growth ₹112.44
↑ 2.59
₹3,1351.9-19.4-16.828.12570.5
Nippon India Pharma Fund Growth ₹287.81
↑ 2.66
₹4,5889.6-2.3-8.927.517.223.9
SBI Healthcare Opportunities Fund Growth ₹220.755
↑ 1.80
₹1,67510.2-1.4-7.127.412.220.1
TATA Digital India Fund Growth ₹30.5719
↑ 0.68
₹5,9810.8-20.8-17.927.126.274.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
IDFC Sterling Value Fund Growth ₹91.112
↑ 1.52
₹4,90612.90.9726.811.764.5
ICICI Prudential Value Discovery Fund Growth ₹260.82
↑ 4.35
₹25,5769.80.15.324.213.938.5
Templeton India Value Fund Growth ₹428.51
↑ 7.30
₹75713.447.824.110.644.5
Nippon India Value Fund Growth ₹124.392
↑ 2.73
₹4,71412.2-1.50.620.812.439.4
UTI Value Opportunities Fund Growth ₹100.923
↑ 1.67
₹6,92311-0.40.319.912.830.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Nippon India Focused Equity Fund Growth ₹79.9256
↑ 1.75
₹6,1939.90.42.922.412.436.6
IIFL Focused Equity Fund Growth ₹29.5438
↑ 0.53
₹3,26912.6-1.6-1.621.215.436.4
Franklin India Focused Equity Fund Growth ₹68.3922
↑ 1.36
₹8,18412.62.2421.213.439.4
ICICI Prudential Focused Equity Fund Growth ₹49.73
↑ 0.84
₹3,6579.5-0.7020.612.836.1
Principal Focused Multicap Fund Growth ₹107.642
↑ 2.24
₹75612.2-4.2-2.219.913.133.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Best Debt Funds 2022 - 2023

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 (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Ultra Short Duration Fund Growth ₹3,349.5
↑ 0.77
₹4,9311.22.14.15.97.86.46%4M 12D5M 1D
UTI Ultra Short Term Fund Growth ₹3,526.52
↑ 1.06
₹2,2871.21.93.75.26.16.23%4M 7D4M 12D
ICICI Prudential Ultra Short Term Fund Growth ₹22.8921
↑ 0.01
₹14,8081.22.13.95.246.28%3M 22D4M 10D
Aditya Birla Sun Life Savings Fund Growth ₹449.618
↑ 0.18
₹14,5081.32.14.15.33.96.63%5M 12D5M 19D
SBI Magnum Ultra Short Duration Fund Growth ₹4,939.07
↑ 1.42
₹11,9841.21.93.84.63.46.08%3M 29D4M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Short Term Income Fund Growth ₹25.9591
↑ 0.01
₹2,1741.41.43.17.78.46.89%2Y 4M 2D4Y 1M 17D
IDBI Short Term Bond Fund Growth ₹22.6374
↑ 0.01
₹321.30.62.37.312.16.66%1Y 5M 8D1Y 9M 11D
ICICI Prudential Short Term Fund Growth ₹48.9369
↑ 0.05
₹15,6152.12.53.76.63.96.83%1Y 6M4Y 11M 23D
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹2580.61.34.66.5 5.16%1Y 11M 26D2Y 3M
HDFC Short Term Debt Fund Growth ₹25.9903
↑ 0.02
₹13,6191.41.22.66.33.96.83%1Y 9M 18D2Y 10M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Baroda Pioneer Liquid Fund Growth ₹2,490.27
↑ 0.39
₹6,4320.51.32.44.23.35.75%29D1M 2D
Mirae Asset Cash Management Fund Growth ₹2,269.49
↑ 0.35
₹5,1280.41.32.34.13.35.72%1M 13D1M 13D
Axis Liquid Fund Growth ₹2,406.62
↑ 0.40
₹29,2630.51.32.34.23.35.7%30D1M 1D
UTI Liquid Cash Plan Growth ₹3,549.72
↑ 0.56
₹32,8570.51.32.34.13.35.66%28D28D
SBI Liquid Fund Growth ₹3,387.95
↑ 0.56
₹65,4410.41.32.34.13.35.67%1M 10D1M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Oct 22

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹26.7219
↑ 0.02
₹8,1862.12.43.56.34.26.56%1Y 8M 8D6Y 8M 8D
Kotak Banking and PSU Debt fund Growth ₹53.4528
↑ 0.03
₹6,9681.71.22.76.23.96.88%1Y 8M 26D4Y 4M 28D
IDFC Banking & PSU Debt Fund Growth ₹20.2701
↑ 0.01
₹15,7871.21.22.96.23.46.28%6M 22D7M 6D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹300.027
↑ 0.16
₹9,6111.21.22.86.23.66.74%1Y 8M 23D2Y 5M 8D
HDFC Banking and PSU Debt Fund Growth ₹18.8473
↑ 0.01
₹5,3801.31.12.66.13.76.51%1Y 4M 20D2Y 5M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹10.4147
↑ 0.00
₹1661.11.314114.39.46.33%1Y 14D1Y 2M 8D
Baroda Pioneer Credit Risk Fund Growth ₹18.0198
↑ 0.00
₹2021.81.64.18.319.27.47%1Y 7M 10D2Y 29D
HDFC Credit Risk Debt Fund Growth ₹19.6678
↑ 0.02
₹8,7001.613.17.478.07%2Y 29D2Y 8M 16D
ICICI Prudential Regular Savings Fund Growth ₹25.6461
↑ 0.02
₹8,0141.51.94.47.46.28.08%1Y 5M 19D2Y 5M 5D
Aditya Birla Sun Life Credit Risk Fund Growth ₹16.8941
↑ 0.01
₹1,22544.26.46.46.47.76%1Y 9M 7D2Y 9M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹91.3218
↑ 0.10
₹13,7691.61.33.16.747.06%1Y 5M 12D2Y 4M 10D
ICICI Prudential Corporate Bond Fund Growth ₹24.207
↑ 0.02
₹15,4952.12.43.66.54.16.87%11M 5D4Y 8M 19D
HDFC Corporate Bond Fund Growth ₹26.3509
↑ 0.02
₹21,5781.70.82.36.33.96.73%2Y 4M 10D4Y 8M 19D
Sundaram Corporate Bond Fund Growth ₹33.004
↑ 0.01
₹1,0391.21.22.86.23.56.54%8M 3D8M 22D
L&T Triple Ace Bond Fund Growth ₹59.5063
↑ 0.09
₹6,9631.4-0.20.96.23.87.2%4Y 7M 2D6Y 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹82.7925
↑ 0.13
₹2,3953.32.72.66.73.85.86%1Y 5M 23D9Y 8M 23D
Edelweiss Government Securities Fund Growth ₹20.0098
↑ 0.07
₹1091.50.91.26.24.16.66%4Y 6M 25D6Y 11M 12D
SBI Magnum Gilt Fund Growth ₹53.1742
↑ 0.08
₹3,6701.71.92.86.237.2%6Y 10M 6D10Y 5M 5D
DSP BlackRock Government Securities Fund Growth ₹77.1078
↑ 0.16
₹4091.51.11.663.16.6%4Y 2M 16D6Y 18D
Axis Gilt Fund Growth ₹20.646
↑ 0.05
₹1261.71.21.45.92.46.85%3Y 1M 17D6Y 3M 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Best Hybrid Funds 2022 - 2023

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 (%)2021 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.72
↑ 0.32
₹36413-3.4-1.425.611.754.5
ICICI Prudential Equity and Debt Fund Growth ₹231.93
↑ 2.79
₹20,3608.50.57.321.813.941.7
ICICI Prudential Multi-Asset Fund Growth ₹454.527
↑ 5.21
₹14,2278.32.510.620.913.534.7
Kotak Equity Hybrid Fund Growth ₹40.698
↑ 0.51
₹2,9088.10.23.21811.928.9
HDFC Balanced Advantage Fund Growth ₹306.779
↑ 4.92
₹48,0559.14.79.117.611.526.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.72
↑ 0.32
₹36413-3.4-1.425.611.754.5
ICICI Prudential Equity and Debt Fund Growth ₹231.93
↑ 2.79
₹20,3608.50.57.321.813.941.7
Kotak Equity Hybrid Fund Growth ₹40.698
↑ 0.51
₹2,9088.10.23.21811.928.9
UTI Hybrid Equity Fund Growth ₹254.143
↑ 4.07
₹4,4487.50.21.717.19.330.5
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 4 Oct 22

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.72
↑ 0.32
₹36413-3.4-1.425.611.754.5
ICICI Prudential Equity and Debt Fund Growth ₹231.93
↑ 2.79
₹20,3608.50.57.321.813.941.7
ICICI Prudential Multi-Asset Fund Growth ₹454.527
↑ 5.21
₹14,2278.32.510.620.913.534.7
Kotak Equity Hybrid Fund Growth ₹40.698
↑ 0.51
₹2,9088.10.23.21811.928.9
HDFC Balanced Advantage Fund Growth ₹306.779
↑ 4.92
₹48,0559.14.79.117.611.526.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Kotak Equity Arbitrage Fund Growth ₹30.8501
↓ -0.03
₹23,3101.12.14.14.254
Invesco India Arbitrage Fund Growth ₹26.3068
↓ -0.02
₹1,5301.22.34.44.24.93.5
Edelweiss Arbitrage Fund Growth ₹16.0246
↓ -0.01
₹5,84111.93.94.153.8
L&T Arbitrage Opportunities Fund Growth ₹15.784
↓ -0.02
₹2,57311.73.44.14.93.7
UTI Arbitrage Fund Growth ₹28.9488
↓ -0.02
₹4,42211.83.644.93.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
HDFC Balanced Advantage Fund Growth ₹306.779
↑ 4.92
₹48,0559.14.79.117.611.526.4
Edelweiss Balanced Advantage Fund Growth ₹35.95
↑ 0.43
₹8,7336.6-1015.210.818.8
ICICI Prudential Balanced Advantage Fund Growth ₹51.64
↑ 0.41
₹42,9305.53.16.112.91015.1
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹73.9
↑ 0.74
₹6,9075.90.30.511.98.113.4
Nippon India Balanced Advantage Fund Growth ₹125.075
↑ 0.99
₹6,5196.32.12.411.78.615.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Multi-Asset Fund Growth ₹454.527
↑ 5.21
₹14,2278.32.510.620.913.534.7
Edelweiss Multi Asset Allocation Fund Growth ₹39.36
↑ 0.68
₹312903.916.111.127.1
HDFC Multi-Asset Fund Growth ₹48.269
↑ 0.61
₹1,5954.8-0.22.9159.917.9
Axis Triple Advantage Fund Growth ₹29.2973
↑ 0.49
₹1,8177.8-4.8-4.81310.522.8
SBI Multi Asset Allocation Fund Growth ₹38.5157
↑ 0.50
₹58872311.48.913
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Principal Equity Savings Fund Growth ₹51.277
↑ 0.50
₹3904.90.93.612.68.718.2
L&T Equity Savings Fund Growth ₹23.375
↑ 0.11
₹1924.10.12.810.87.116.1
HDFC Equity Savings Fund Growth ₹49.309
↑ 0.35
₹2,6114.70.83.210.67.716.8
SBI Equity Savings Fund Growth ₹17.6535
↑ 0.16
₹2,4435.90.62.910.57.713.2
Kotak Equity Savings Fund Growth ₹18.9975
↑ 0.11
₹1,9723.71.45.59.8811.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹30.176
↑ 0.51
₹2,41410.63.2422.613.742.5
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹25.323
↑ 0.33
₹8836.70.60.815.61124.6
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹19.6163
↑ 0.27
₹7198.9-5.2-4.412.910.226.7
ICICI Prudential Child Care Plan (Gift) Growth ₹198.33
↑ 2.45
₹8798.70.52.614.19.524.8
Tata Retirement Savings Fund - Progressive Growth ₹42.3141
↑ 0.75
₹1,29310.60.1-513.5923.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Top 5 Gold Funds 2022 - 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Axis Gold Fund Growth ₹15.5932
↑ 0.27
₹263-1.809.29.611.1-4.7
SBI Gold Fund Growth ₹15.5841
↑ 0.24
₹1,163-1.6-0.39.39.310.4-5.7
Invesco India Gold Fund Growth ₹15.1468
↑ 0.22
₹58-2.9-1.18.69.110.3-5.5
HDFC Gold Fund Growth ₹16.0069
↑ 0.31
₹1,359-1.6-19.29.110.3-5.5
ICICI Prudential Regular Gold Savings Fund Growth ₹16.5398
↑ 0.27
₹696-1.5-0.899.110.3-5.4
Nippon India Gold Savings Fund Growth ₹20.5362
↑ 0.42
₹1,427-1.5-0.69910.2-5.5
Kotak Gold Fund Growth ₹20.6741
↑ 0.39
₹1,318-1.6-18.48.910.7-4.7
Aditya Birla Sun Life Gold Fund Growth ₹15.3433
↑ 0.10
₹261-2.2-2.67.18.99.9-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

Best Mutual Funds Based on 1 Month Performance

1. TATA India Pharma & Healthcare Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Pharma & Healthcare Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 8.1% since its launch.  Return for 2021 was 19.1% , 2020 was 64.4% and 2019 was 5.5% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (04 Oct 22) ₹16.9354 ↑ 0.12   (0.70 %)
Net Assets (Cr) ₹519 on 31 Aug 22
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.2
Sharpe Ratio -1.04
Information Ratio 0.6
Alpha Ratio -1.79
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹11,166
30 Sep 19₹10,785
30 Sep 20₹16,637
30 Sep 21₹21,824
30 Sep 22₹20,368

TATA India Pharma & Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for TATA India Pharma & Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 5%
3 Month 9.2%
6 Month -2.1%
1 Year -7.1%
3 Year 24.8%
5 Year 14.9%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 19.1%
2020 64.4%
2019 5.5%
2018 -2.6%
2017 4.7%
2016 -14.7%
2015
2014
2013
2012
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure
Meeta Shetty9 Mar 211.48 Yr.

Data below for TATA India Pharma & Healthcare Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Health Care98.03%
Financial Services1.12%
Asset Allocation
Asset ClassValue
Cash0.85%
Equity99.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA
16%₹81 Cr912,100
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | 500124
12%₹64 Cr151,200
↑ 3,000
Cipla Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500087
12%₹63 Cr605,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP
7%₹36 Cr84,300
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 20 | ALKEM
6%₹31 Cr103,049
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Oct 20 | 532843
6%₹30 Cr1,005,100
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 16 | 524494
6%₹29 Cr317,452
Lupin Ltd (Healthcare)
Equity, Since 30 Nov 17 | 500257
4%₹22 Cr323,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | 506943
4%₹18 Cr103,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
3%₹14 Cr255,000

2. 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 2% since its launch.  Ranked 11 in Global category.  Return for 2021 was -9% , 2020 was 31.4% and 2019 was 35.1% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (03 Oct 22) ₹13.4327 ↑ 0.36   (2.73 %)
Net Assets (Cr) ₹655 on 31 Aug 22
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.38
Sharpe Ratio -1.02
Information Ratio 0.02
Alpha Ratio -8.84
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
30 Sep 17₹10,000
30 Sep 18₹8,402
30 Sep 19₹11,105
30 Sep 20₹16,454
30 Sep 21₹12,756
30 Sep 22₹10,541

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 ₹315,615.
Net Profit of ₹15,615
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 4 Oct 22

DurationReturns
1 Month 5%
3 Month -5.3%
6 Month -29.5%
1 Year -15.2%
3 Year -1%
5 Year 1.5%
10 Year
15 Year
Since launch 2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 139.51 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Basic Materials95.06%
Asset Allocation
Asset ClassValue
Cash2.56%
Equity95.06%
Debt0%
Other2.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
99%₹649 Cr2,652,963
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹21 Cr
Net Receivables/Payables
Net Current Assets | -
2%-₹15 Cr

3. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 20.1% since its launch.  Ranked 35 in Sectoral category.  Return for 2021 was 23.9% , 2020 was 66.4% and 2019 was 1.7% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (04 Oct 22) ₹287.81 ↑ 2.66   (0.93 %)
Net Assets (Cr) ₹4,588 on 31 Aug 22
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 0.96
Sharpe Ratio -1.11
Information Ratio 0.68
Alpha Ratio -0.79
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹12,287
30 Sep 19₹10,893
30 Sep 20₹17,507
30 Sep 21₹23,883
30 Sep 22₹21,908

Nippon India Pharma Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Nippon India Pharma Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 5%
3 Month 9.6%
6 Month -2.3%
1 Year -8.9%
3 Year 27.5%
5 Year 17.2%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 23.9%
2020 66.4%
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
2013 20.9%
2012 34.8%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0517.43 Yr.
Kinjal Desai25 May 184.27 Yr.

Data below for Nippon India Pharma Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Health Care99.69%
Asset Allocation
Asset ClassValue
Cash0.31%
Equity99.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
14%₹652 Cr7,300,976
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
9%₹415 Cr4,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
8%₹361 Cr850,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
7%₹301 Cr4,500,025
↑ 200,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | TORNTPHARM
6%₹295 Cr1,900,000
↓ -56,932
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
6%₹272 Cr750,000
↓ -150,985
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 30 Jun 17 | NH
6%₹259 Cr3,701,313
↓ -327,779
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | 500488
5%₹242 Cr129,321
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
4%₹191 Cr3,500,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | 532843
4%₹177 Cr6,000,000
↓ -500,000

4. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,744
30 Sep 19₹11,412
30 Sep 20₹10,757
30 Sep 21₹17,891

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 27 in Mid Cap category.  Return for 2021 was 55.8% , 2020 was 9.3% and 2019 was 9.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (04 Oct 22) ₹51.5724 ↑ 0.77   (1.52 %)
Net Assets (Cr) ₹3,158 on 31 Aug 22
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 1.17
Information Ratio -0.15
Alpha Ratio 12.47
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,555
30 Sep 19₹10,242
30 Sep 20₹9,963
30 Sep 21₹16,708
30 Sep 22₹20,554

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 4.2%
3 Month 21.8%
6 Month 14.3%
1 Year 21.5%
3 Year 27.5%
5 Year 15.3%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 148.52 Yr.
Niket Shah1 Jul 202.17 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical27.25%
Financial Services18.33%
Industrials13.87%
Real Estate10.47%
Utility8.22%
Basic Materials7.45%
Health Care3.86%
Asset Allocation
Asset ClassValue
Cash10.57%
Equity89.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | 540762
12%₹388 Cr1,715,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | 503100
10%₹302 Cr2,150,000
↑ 150,000
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | 539336
8%₹259 Cr5,500,000
↑ 225,000
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
8%₹252 Cr5,100,000
↓ -140,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
7%₹236 Cr10,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹157 Cr215,000
↑ 50,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
5%₹150 Cr1,500,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
5%₹148 Cr2,335,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
4%₹138 Cr1,750,000
Barbeque-Nation Hospitality Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543283
4%₹113 Cr995,212
↓ -4,788

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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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Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.

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