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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2025 - 2026
- Best Debt Funds 2025 - 2026
- Best Hybrid Funds 2025 - 2026
- Top 5 Gold Funds 2025 - 2026
- Best Mutual Funds Based on 1 Month Performance
- How to Invest in Best Mutual Funds Online?
- Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
Top 5 Funds
Best Performing Mutual Funds 2025 - 2026
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.
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹90.8201
↓ -0.42 ₹43,829 5.6 9.9 4.5 22 24.8 18.2 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 DSP BlackRock TOP 100 Equity Growth ₹477.652
↓ -1.27 ₹6,323 2.5 9.5 6.2 20.2 19.4 20.5 ICICI Prudential Bluechip Fund Growth ₹110.1
↓ -0.60 ₹72,336 4.1 9.2 5 20.1 22 16.9 Invesco India Largecap Fund Growth ₹69.79
↓ -0.40 ₹1,558 5.8 9.8 5.1 18.8 19.7 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹102.077
↓ -1.87 ₹33,053 10 5.3 7 31 35.4 57.1 Edelweiss Mid Cap Fund Growth ₹101.269
↓ -0.78 ₹10,988 8.4 8.4 10.1 27.5 31.8 38.9 Invesco India Mid Cap Fund Growth ₹183.12
↓ -1.20 ₹7,406 14.6 16.2 19.7 30.7 30 43.1 ICICI Prudential MidCap Fund Growth ₹304.01
↓ -1.43 ₹6,824 14.2 13.5 7.6 24.3 29 27 Sundaram Mid Cap Fund Growth ₹1,390.33
↓ -3.23 ₹12,818 8.2 9.2 7.8 26.4 28.3 32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Emerging Businesses Fund Growth ₹84.0651
↓ -0.31 ₹16,061 11.1 5.2 0.5 24.2 34.7 28.5 HDFC Small Cap Fund Growth ₹143.569
↑ 0.20 ₹35,781 13.6 10.2 6.8 26.2 33.8 20.4 Franklin India Smaller Companies Fund Growth ₹176.54
↓ -0.73 ₹13,995 9.6 7.1 -1.3 27.2 33.7 23.2 ICICI Prudential Smallcap Fund Growth ₹89.15
↓ -0.51 ₹8,566 11.2 8.3 1.8 20.3 31.6 15.6 DSP BlackRock Small Cap Fund Growth ₹202.869
↑ 0.10 ₹17,126 15.3 8.9 7.6 23.1 31.5 25.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹303.133
↓ -1.08 ₹45,366 8.6 12.1 6.2 26.5 31.5 25.8 Motilal Oswal Multicap 35 Fund Growth ₹61.7782
↓ -1.24 ₹13,894 8.4 9.9 12.2 26.1 20.1 45.7 HDFC Equity Fund Growth ₹1,985.5
↓ -8.20 ₹79,585 3.5 10.8 8.4 25 28.4 23.5 JM Multicap Fund Growth ₹97.8658
↓ -0.62 ₹6,144 3.1 0.9 -5.6 24.6 25.7 33.3 Mahindra Badhat Yojana Growth ₹36.0496
↓ -0.17 ₹5,762 8 10.6 4.7 23.1 26.5 23.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹53.6741
↓ -0.05 ₹4,506 12.4 11 12.4 28.9 26.6 47.7 SBI Magnum Tax Gain Fund Growth ₹442.265
↓ -2.22 ₹30,616 5.9 7.6 4.4 26.8 26.5 27.7 HDFC Tax Saver Fund Growth ₹1,412.12
↓ -7.20 ₹16,908 3.8 10.7 6.3 24.2 25.4 21.3 L&T Tax Advantage Fund Growth ₹135.79
↓ -0.81 ₹4,251 7.1 8.4 6.4 22.5 22.2 33 JM Tax Gain Fund Growth ₹48.7524
↓ -0.30 ₹209 6.8 6.9 1.2 21.9 24.2 29 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹32.3065
↓ -0.05 ₹5,427 3.5 9.8 -3.1 35.7 29.9 23.5 Invesco India PSU Equity Fund Growth ₹64.28
↓ -0.13 ₹1,439 7.3 12.6 -4.5 35.6 28 25.6 ICICI Prudential Infrastructure Fund Growth ₹198.63
↓ -1.17 ₹8,043 9.3 12.1 4.5 33.2 37.1 27.4 Nippon India Power and Infra Fund Growth ₹346.712
↓ -1.56 ₹7,620 5.6 7 -5.2 32.6 31.8 26.9 HDFC Infrastructure Fund Growth ₹48.253
↓ -0.26 ₹2,591 7.4 10.6 0.8 32.5 34.9 23 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹99.9129
↓ -0.73 ₹1,110 7.5 6.2 -3.5 27.5 27 25.1 L&T India Value Fund Growth ₹111.716
↓ -0.58 ₹14,054 8.5 10.8 5 27.1 27.8 25.9 Nippon India Value Fund Growth ₹227.554
↓ -1.43 ₹8,955 5.4 8.5 4.6 24.6 27.1 22.3 ICICI Prudential Value Discovery Fund Growth ₹471.99
↑ 2.27 ₹54,096 4.9 9.2 6.2 23.7 27 20 Tata Equity PE Fund Growth ₹352.832
↓ -3.05 ₹8,840 6 6.9 0.7 22.7 22.2 21.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Focused 30 Fund Growth ₹230.322
↓ -0.90 ₹20,868 3.9 11.1 9.2 25 27.8 24 ICICI Prudential Focused Equity Fund Growth ₹91.88
↓ -0.49 ₹12,244 5.7 13.6 8.5 24.3 25.1 26.5 DSP BlackRock Focus Fund Growth ₹55.146
↓ -0.17 ₹2,628 4.2 9.6 6.8 20.3 19.3 18.5 IIFL Focused Equity Fund Growth ₹47.8536
↓ -0.11 ₹7,593 5 9.8 0.3 19.8 22.2 14.7 Franklin India Focused Equity Fund Growth ₹108.644
↓ -0.39 ₹12,536 5.5 9.6 2.5 18.8 23.9 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹551.747
↑ 0.10 ₹20,228 1.9 4.2 8.1 7.4 7.9 6.72% 5M 26D 6M 29D ICICI Prudential Ultra Short Term Fund Growth ₹27.8552
↑ 0.00 ₹16,051 1.8 4 7.6 7.1 7.5 6.79% 5M 12D 7M 24D Invesco India Ultra Short Term Fund Growth ₹2,711.44
↑ 0.40 ₹1,006 1.7 3.9 7.5 6.9 7.5 6.59% 5M 16D 5M 24D SBI Magnum Ultra Short Duration Fund Growth ₹6,006.83
↑ 0.62 ₹16,408 1.8 3.9 7.5 7.1 7.4 6.26% 5M 1D 6M 4D Nippon India Ultra Short Duration Fund Growth ₹4,049.29
↑ 0.64 ₹9,543 1.7 3.8 7.3 6.9 7.2 6.71% 5M 14D 7M 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) 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% ICICI Prudential Short Term Fund Growth ₹60.7054
↑ 0.00 ₹21,491 1.9 5 9 8 7.8 7.18% 1Y 11M 23D 3Y 5M 12D HDFC Short Term Debt Fund Growth ₹32.3199
↑ 0.01 ₹17,402 1.9 5.1 9.2 7.9 8.3 6.88% 2Y 6M 11D 3Y 9M 11D Axis Short Term Fund Growth ₹31.2139
↑ 0.00 ₹11,467 2 5.3 9.4 7.7 8 6.8% 2Y 2M 19D 2Y 8M 12D Nippon India Short Term Fund Growth ₹53.3199
↑ 0.01 ₹8,330 2 5.2 9.4 7.7 8 7.03% 2Y 8M 8D 3Y 4M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,918.71
↑ 0.40 ₹33,529 0.5 1.6 3.5 7.1 7.4 5.96% 1M 27D 2M 1D LIC MF Liquid Fund Growth ₹4,738.32
↑ 0.67 ₹10,377 0.5 1.5 3.4 7 7.4 6.03% 1M 19D 1M 19D DSP BlackRock Liquidity Fund Growth ₹3,742.34
↑ 0.52 ₹16,926 0.5 1.6 3.4 7.1 7.4 5.95% 1M 28D 2M 1D Invesco India Liquid Fund Growth ₹3,602.9
↑ 0.51 ₹12,320 0.5 1.6 3.4 7.1 7.4 6.19% 1M 22D 1M 22D ICICI Prudential Liquid Fund Growth ₹388.041
↑ 0.05 ₹49,517 0.5 1.5 3.4 7.1 7.4 5.95% 1M 25D 1M 30D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹33.0037
↑ 0.01 ₹10,588 1.7 4.8 8.7 7.9 7.9 6.83% 2Y 7M 28D 4Y 9M Kotak Banking and PSU Debt fund Growth ₹66.0281
↑ 0.02 ₹6,183 1.7 5 9.1 7.7 8 6.82% 3Y 11D 4Y 6M 29D Nippon India Banking & PSU Debt Fund Growth ₹20.9616
↑ 0.00 ₹5,814 1.7 5.2 9.1 7.6 7.9 6.81% 3Y 9M 7D 5Y 3M 29D HDFC Banking and PSU Debt Fund Growth ₹23.2257
↑ 0.00 ₹6,094 1.7 5.1 9 7.6 7.9 6.82% 3Y 8M 23D 5Y 4M 10D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹370.149
↑ 0.10 ₹9,122 1.7 5 9 7.6 7.9 6.81% 3Y 10M 17D 5Y 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP BlackRock Credit Risk Fund Growth ₹49.9093
↓ 0.00 ₹209 2.4 18.4 22.9 14.8 7.8 6.94% 2Y 29D 2Y 9M 7D L&T Credit Risk Fund Growth ₹32.4988
↑ 0.00 ₹651 12.9 17.3 21.4 11.2 7.2 7.4% 1Y 8M 12D 2Y 4M 10D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹22.5647
↑ 0.01 ₹1,014 2.7 9.3 16.9 10.5 11.9 7.76% 2Y 1M 24D 3Y 2M 5D Invesco India Credit Risk Fund Growth ₹1,944.11
↓ -0.30 ₹150 1.5 6.6 10.4 9.3 7.3 6.82% 2Y 10M 17D 3Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Prime Debt Fund Growth ₹60.6495
↑ 0.01 ₹9,542 1.8 5.4 9.8 8.2 8.4 6.93% 3Y 7M 17D 4Y 8M 23D ICICI Prudential Corporate Bond Fund Growth ₹30.1041
↑ 0.00 ₹33,109 1.9 5.1 9.1 8.1 8 6.83% 2Y 4M 20D 4Y 1M 24D HDFC Corporate Bond Fund Growth ₹32.8711
↑ 0.01 ₹35,686 1.7 5.1 9.4 8.1 8.6 6.94% 4Y 3M 14D 6Y 10M 20D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.991
↓ -0.01 ₹28,675 1.6 5 9.4 8.1 8.5 6.94% 4Y 5M 26D 6Y 11M 23D BNP Paribas Corporate Bond Fund Growth ₹27.8123
↑ 0.01 ₹358 2.1 5.8 10.1 8 8.3 6.8% 3Y 9M 5Y 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹103.928
↑ 0.01 ₹7,276 1.1 5.4 9.7 8.8 8.2 6.39% 3Y 3M 10Y 22D SBI Magnum Gilt Fund Growth ₹66.4798
↓ -0.05 ₹12,149 -0.5 4.3 8.2 8.4 8.9 6.47% 6Y 8M 5D 13Y 4M 17D DSP BlackRock Government Securities Fund Growth ₹96.5635
↓ -0.08 ₹1,852 -0.7 4.2 8.2 8.2 10.1 6.61% 7Y 10M 17D 22Y 8M 8D Axis Gilt Fund Growth ₹25.7756
↓ -0.02 ₹798 -0.3 4.5 9 8.2 10 6.29% 5Y 9M 29D 12Y 5M 19D TATA Gilt Securities Fund Growth ₹79.2664
↓ -0.09 ₹1,149 0.7 5.3 9.4 8.1 8.3 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹122.178
↓ -0.69 ₹862 4.4 5.6 -0.8 22.9 22.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.56
↓ -0.14 ₹1,250 7.1 6.3 2.8 21.9 26.2 25.8 ICICI Prudential Equity and Debt Fund Growth ₹392.4
↓ -1.31 ₹44,552 3.1 9.8 7.4 21.1 25.1 17.2 ICICI Prudential Multi-Asset Fund Growth ₹763.18
↑ 2.20 ₹62,014 3.5 9.2 10.7 20.8 23.7 16.1 UTI Multi Asset Fund Growth ₹74.3305
↓ -0.61 ₹5,890 3.5 6.7 7.2 20.5 16.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹122.178
↓ -0.69 ₹862 4.4 5.6 -0.8 22.9 22.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.56
↓ -0.14 ₹1,250 7.1 6.3 2.8 21.9 26.2 25.8 ICICI Prudential Equity and Debt Fund Growth ₹392.4
↓ -1.31 ₹44,552 3.1 9.8 7.4 21.1 25.1 17.2 UTI Hybrid Equity Fund Growth ₹407.587
↓ -1.32 ₹6,468 3.8 6.4 5.2 18.3 20.6 19.7 DSP BlackRock Equity and Bond Fund Growth ₹361.14
↓ -0.73 ₹11,418 2.3 8.1 9 18 17.9 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹122.178
↓ -0.69 ₹862 4.4 5.6 -0.8 22.9 22.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.56
↓ -0.14 ₹1,250 7.1 6.3 2.8 21.9 26.2 25.8 ICICI Prudential Equity and Debt Fund Growth ₹392.4
↓ -1.31 ₹44,552 3.1 9.8 7.4 21.1 25.1 17.2 ICICI Prudential Multi-Asset Fund Growth ₹763.18
↑ 2.20 ₹62,014 3.5 9.2 10.7 20.8 23.7 16.1 UTI Multi Asset Fund Growth ₹74.3305
↓ -0.61 ₹5,890 3.5 6.7 7.2 20.5 16.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Arbitrage Fund Growth ₹37.6065
↑ 0.01 ₹69,924 1.4 3.3 6.9 7.1 5.8 7.8 SBI Arbitrage Opportunities Fund Growth ₹33.9381
↑ 0.01 ₹37,606 1.5 3.4 6.9 7.1 5.7 7.5 Invesco India Arbitrage Fund Growth ₹32.0226
↑ 0.01 ₹23,900 1.4 3.3 6.8 7.1 5.7 7.6 UTI Arbitrage Fund Growth ₹35.1728
↑ 0.01 ₹7,863 1.5 3.4 7 7 5.6 7.7 ICICI Prudential Equity Arbitrage Fund Growth ₹34.4342
↑ 0.01 ₹30,811 1.4 3.4 6.9 7 5.6 7.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Dynamic Equity Fund Growth ₹53.92
↓ -0.26 ₹1,024 4.1 5.2 5.1 15 12.9 15.9 Axis Dynamic Equity Fund Growth ₹20.97
↓ -0.05 ₹3,342 2 5.5 6.4 14.8 13.3 17.5 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.24
↓ -0.20 ₹8,034 3.8 8.5 7.9 14.3 14.3 13 ICICI Prudential Balanced Advantage Fund Growth ₹73.88
↓ -0.15 ₹65,298 3.3 8 7.8 13.8 14.7 12.3 Nippon India Balanced Advantage Fund Growth ₹177.26
↓ -0.40 ₹9,391 2.8 6.5 5.2 13.5 14.1 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹763.18
↑ 2.20 ₹62,014 3.5 9.2 10.7 20.8 23.7 16.1 UTI Multi Asset Fund Growth ₹74.3305
↓ -0.61 ₹5,890 3.5 6.7 7.2 20.5 16.1 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹63.8
↓ -0.27 ₹2,926 4.4 7.8 6.6 19.4 20.3 20.2 SBI Multi Asset Allocation Fund Growth ₹60.0812
↓ -0.32 ₹8,940 6.5 10.1 10.3 17.7 14.8 12.8 HDFC Multi-Asset Fund Growth ₹71.597
↓ -0.33 ₹4,545 3.4 8.4 8.5 15.1 15.6 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 25
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Equity Savings Fund Growth ₹33.0702
↓ -0.07 ₹649 4.2 2.5 5 13.1 13.7 24 SBI Equity Savings Fund Growth ₹24.2145
↑ 0.02 ₹5,586 3.8 6.4 7.7 12.2 12.3 12 Principal Equity Savings Fund Growth ₹70.6411
↓ -0.16 ₹1,092 3 5.6 7.5 12.2 13.2 12.6 Kotak Equity Savings Fund Growth ₹26.1899
↓ -0.04 ₹8,444 2.7 5 5.5 12 11.6 11.7 Edelweiss Equity Savings Fund Growth ₹25.2585
↓ -0.04 ₹670 3 5.7 8.7 11.7 10.8 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹50.911
↓ -0.26 ₹6,701 4.5 8 3.4 21.1 25.7 18 ICICI Prudential Child Care Plan (Gift) Growth ₹333.4
↓ -1.39 ₹1,424 8.4 12.1 9.2 21 19.9 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.915
↓ -0.16 ₹1,698 4.4 7.3 4.2 16.7 18.6 14 Tata Retirement Savings Fund - Progressive Growth ₹66.144
↓ -0.40 ₹2,178 6.6 6.3 3.6 18.4 17.4 21.7 Tata Retirement Savings Fund-Moderate Growth ₹65.0711
↓ -0.33 ₹2,230 5.8 6.5 5.3 17 16.1 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Regular Gold Savings Fund Growth ₹30.7179
↓ -0.61 ₹2,274 4.3 24.4 39.8 24.1 13.2 19.5 IDBI Gold Fund Growth ₹25.8333
↓ -0.39 ₹174 3.1 24.1 37.7 24 13.4 18.7 HDFC Gold Fund Growth ₹29.6697
↓ -0.54 ₹4,272 4.3 24.2 37.6 23.9 13.1 18.9 Aditya Birla Sun Life Gold Fund Growth ₹28.756
↓ -0.57 ₹636 3.8 23.8 37.3 23.9 13.1 18.7 Axis Gold Fund Growth ₹28.839
↓ -0.57 ₹1,121 4.1 23.3 37.7 23.8 13.4 19.2 Nippon India Gold Savings Fund Growth ₹37.9989
↓ -0.67 ₹3,126 4.1 24 38.7 23.8 13.1 19 SBI Gold Fund Growth ₹29.0143
↓ -0.55 ₹4,410 4.2 24.2 37.7 23.7 13.2 19.6 Kotak Gold Fund Growth ₹38.1243
↓ -0.70 ₹3,155 3.9 23.6 38.5 23.5 13.1 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Best Mutual Funds Based on 1 Month Performance
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Franklin India Short Term Income Plan - Retail Plan is a Debt - Short term Bond fund was launched on 31 Jan 02. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. 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 money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity
requirements from time to time. DSP BlackRock World Energy Fund is a Equity - Global fund was launched on 14 Aug 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Energy Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Equity - Global fund was launched on 7 Nov 08. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. 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 money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. DSP BlackRock World Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Mining Fund Returns up to 1 year are on The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a Below is the key information for ICICI Prudential US Bluechip Equity Fund Returns up to 1 year are on 1. Franklin India Short Term Income Plan - Retail Plan
CAGR/Annualized return of 12.4% since its launch. Ranked 19 in Short term Bond category. . Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹10,959 30 Jun 22 ₹12,527 30 Jun 23 ₹13,536 30 Jun 24 ₹13,728
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP BlackRock World Energy Fund
CAGR/Annualized return of 4.5% since its launch. Ranked 29 in Global category. Return for 2024 was -6.8% , 2023 was 12.9% and 2022 was -8.6% . DSP BlackRock World Energy Fund
Growth Launch Date 14 Aug 09 NAV (23 Jul 25) ₹20.1883 ↑ 0.35 (1.77 %) Net Assets (Cr) ₹88 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk High Expense Ratio 1.2 Sharpe Ratio -0.02 Information Ratio 0 Alpha Ratio 0 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹14,612 30 Jun 22 ₹12,054 30 Jun 23 ₹16,043 30 Jun 24 ₹15,617 30 Jun 25 ₹16,350 Returns for DSP BlackRock World Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 27.5% 6 Month 13.6% 1 Year 11.3% 3 Year 11.2% 5 Year 10.9% 10 Year 15 Year Since launch 4.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 2023 12.9% 2022 -8.6% 2021 29.5% 2020 0% 2019 18.2% 2018 -11.3% 2017 -1.9% 2016 22.5% 2015 -20.9% Fund Manager information for DSP BlackRock World Energy Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.34 Yr. Data below for DSP BlackRock World Energy Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 35.62% Technology 27.98% Utility 23.78% Basic Materials 6.41% Consumer Cyclical 0.13% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.95% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF Sustainable Energy I2
Investment Fund | -99% ₹84 Cr 518,309
↓ -4,851 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 3. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
CAGR/Annualized return of 9% since its launch. Ranked 25 in Global category. . Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,680 30 Jun 22 ₹17,570 30 Jun 23 ₹16,449 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP BlackRock World Mining Fund
CAGR/Annualized return of 4.1% since its launch. Ranked 19 in Global category. Return for 2024 was -8.1% , 2023 was 0% and 2022 was 12.2% . DSP BlackRock World Mining Fund
Growth Launch Date 29 Dec 09 NAV (23 Jul 25) ₹18.7023 ↑ 0.40 (2.21 %) Net Assets (Cr) ₹130 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.1 Sharpe Ratio 0.06 Information Ratio 0 Alpha Ratio 0 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,758 30 Jun 22 ₹14,627 30 Jun 23 ₹17,041 30 Jun 24 ₹17,385 30 Jun 25 ₹18,512 Returns for DSP BlackRock World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.2% 3 Month 15.8% 6 Month 19.5% 1 Year 16.9% 3 Year 12.9% 5 Year 12.5% 10 Year 15 Year Since launch 4.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% 2015 -36% Fund Manager information for DSP BlackRock World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.34 Yr. Data below for DSP BlackRock World Mining Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 95.17% Energy 1.11% Asset Allocation
Asset Class Value Cash 3.71% Equity 96.27% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹126 Cr 202,992
↓ -3,445 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% -₹1 Cr 5. ICICI Prudential US Bluechip Equity Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 7 in Global category. Return for 2024 was 10.4% , 2023 was 30.6% and 2022 was -7.1% . ICICI Prudential US Bluechip Equity Fund
Growth Launch Date 6 Jul 12 NAV (23 Jul 25) ₹66.35 ↑ 0.93 (1.42 %) Net Assets (Cr) ₹3,113 on 30 Jun 25 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio 0.22 Information Ratio -0.91 Alpha Ratio -6.41 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹13,701 30 Jun 22 ₹12,219 30 Jun 23 ₹15,905 30 Jun 24 ₹17,450 30 Jun 25 ₹19,038 Returns for ICICI Prudential US Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 6.8% 3 Month 18.4% 6 Month 2.5% 1 Year 12.7% 3 Year 15.1% 5 Year 14.4% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.4% 2023 30.6% 2022 -7.1% 2021 22.5% 2020 18.6% 2019 34.3% 2018 5.2% 2017 14.1% 2016 11.6% 2015 0.7% Fund Manager information for ICICI Prudential US Bluechip Equity Fund
Name Since Tenure Ritesh Lunawat 13 Sep 24 0.79 Yr. Sharmila D’mello 1 Jul 22 3 Yr. Nitya Mishra 4 Nov 24 0.65 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Health Care 27.21% Technology 21.92% Industrials 13.9% Consumer Defensive 11.93% Financial Services 8.13% Communication Services 5.47% Basic Materials 5.04% Consumer Cyclical 3.86% Energy 0.55% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Veeva Systems Inc Class A (Healthcare)
Equity, Since 31 Oct 21 | VEEV3% ₹92 Cr 38,291 West Pharmaceutical Services Inc (Healthcare)
Equity, Since 31 Dec 24 | WST3% ₹85 Cr 47,000 Huntington Ingalls Industries Inc (Industrials)
Equity, Since 29 Feb 24 | HII3% ₹81 Cr 42,405
↓ -11,786 Brown-Forman Corp Registered Shs -B- Non Vtg (Consumer Defensive)
Equity, Since 30 Jun 24 | BF.B3% ₹80 Cr 281,600 Allegion PLC (Industrials)
Equity, Since 30 Sep 22 | ALLE2% ₹74 Cr 60,986 Zimmer Biomet Holdings Inc (Healthcare)
Equity, Since 31 Mar 17 | ZBH2% ₹74 Cr 93,999
↑ 9,000 Microchip Technology Inc (Technology)
Equity, Since 30 Sep 21 | MCHP2% ₹73 Cr 148,020
↓ -23,000 Pfizer Inc (Healthcare)
Equity, Since 31 Mar 23 | PFE2% ₹73 Cr 362,963 Monolithic Power Systems Inc (Technology)
Equity, Since 31 Dec 24 | MPWR2% ₹73 Cr 12,877
↓ -2,000 Corteva Inc (Basic Materials)
Equity, Since 30 Jun 23 | 2X02% ₹73 Cr 119,840
↓ -28,000
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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.
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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Excellent Very helpful for seclecting top most mutual funds for Investment
Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
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