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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 ₹91.2754
↑ 0.24 ₹41,750 12.3 4.3 4.4 24.4 26.1 18.2 ICICI Prudential Bluechip Fund Growth ₹111.64
↑ 0.39 ₹69,763 11.1 6.1 6.4 22.5 23.4 16.9 DSP BlackRock TOP 100 Equity Growth ₹478.841
↑ 1.74 ₹6,036 9.1 4.7 8 22.4 20.5 20.5 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹70.52
↑ 0.19 ₹1,488 12.5 2.9 5.2 21.7 21 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹103.736
↓ -1.20 ₹30,401 16.6 -8.4 6.8 34.8 36.6 57.1 Edelweiss Mid Cap Fund Growth ₹103.233
↓ -0.09 ₹10,028 18.3 1.2 8.2 31.3 33.3 38.9 ICICI Prudential MidCap Fund Growth ₹304.63
↓ -1.23 ₹6,421 22.7 6.2 4.6 27.1 30.4 27 Invesco India Mid Cap Fund Growth ₹179.56
↓ -1.56 ₹6,641 19.9 2.7 14.7 32.4 30.4 43.1 SBI Magnum Mid Cap Fund Growth ₹240.319
↓ -0.21 ₹22,406 11 1 2 22.5 29.2 20.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹83.8351
↓ -0.08 ₹16,061 18.3 -6.4 -3.2 26.8 35 28.5 Franklin India Smaller Companies Fund Growth ₹176.645
↑ 0.37 ₹13,545 17.9 -2.7 -3.4 30.2 34.6 23.2 HDFC Small Cap Fund Growth ₹142.329
↑ 0.13 ₹34,032 20 0.6 4.4 29.4 34.4 20.4 ICICI Prudential Smallcap Fund Growth ₹89.14
↑ 0.02 ₹8,254 17.4 2.6 -0.7 22.3 33 15.6 Kotak Small Cap Fund Growth ₹267.554
↑ 0.39 ₹17,329 16.3 -4.1 -1.2 21.8 32.6 25.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹300.927
↑ 0.74 ₹43,483 14.7 2.9 2.6 28.8 32.2 25.8 Motilal Oswal Multicap 35 Fund Growth ₹62.9221
↓ -0.68 ₹13,023 15 -3 11 28.2 21.6 45.7 JM Multicap Fund Growth ₹99.2389
↓ -0.03 ₹5,917 11.4 -5.3 -5.8 27.7 26.7 33.3 HDFC Equity Fund Growth ₹1,992.62
↑ 5.08 ₹75,784 9.6 6.1 8.9 27.3 29.5 23.5 Mahindra Badhat Yojana Growth ₹36.1162
↓ -0.06 ₹5,408 15.9 2.6 2.7 25.5 27.4 23.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹52.812
↓ -0.25 ₹4,360 20.3 -5.9 7.9 31.3 27.2 47.7 SBI Magnum Tax Gain Fund Growth ₹444.442
↑ 1.26 ₹29,667 12 3.5 3.3 29.4 27.7 27.7 HDFC Tax Saver Fund Growth ₹1,423.1
↑ 4.26 ₹16,454 10.7 6.5 7 26.5 26.8 21.3 L&T Tax Advantage Fund Growth ₹136.342
↑ 0.14 ₹4,129 14.4 -0.9 3.9 25.4 23 33 JM Tax Gain Fund Growth ₹49.0146
↑ 0.19 ₹199 13.1 -1.4 -1 24.9 25 29 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 25
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹65.78
↑ 0.51 ₹1,394 17.2 8.4 -4.8 39.9 28.9 25.6 SBI PSU Fund Growth ₹32.5196
↑ 0.13 ₹5,259 11.3 5.1 -2.2 38.6 30.6 23.5 Nippon India Power and Infra Fund Growth ₹353.473
↑ 1.18 ₹7,417 14.5 0.7 -6 36.5 32.7 26.9 HDFC Infrastructure Fund Growth ₹48.34
↑ 0.16 ₹2,540 12.9 3.3 -1.7 36.2 35 23 ICICI Prudential Infrastructure Fund Growth ₹199.19
↑ 0.22 ₹7,920 14.8 6.4 3.8 35.8 37.4 27.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹100.732
↑ 0.39 ₹1,089 16 -0.8 -4.9 30.1 28.2 25.1 L&T India Value Fund Growth ₹112.145
↑ 0.25 ₹13,325 15.7 3.3 2.9 30 29 25.9 Nippon India Value Fund Growth ₹228.81
↑ 0.72 ₹8,664 12.8 1.6 3.8 27.3 28.5 22.3 Aditya Birla Sun Life Pure Value Fund Growth ₹127.262
↑ 0.37 ₹6,161 13.7 -0.8 0.5 26.2 26.3 18.5 ICICI Prudential Value Discovery Fund Growth ₹473.17
↓ -0.34 ₹52,598 8.9 6.2 9.6 25.9 28.2 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹230.887
↑ 0.75 ₹19,578 9.6 6.4 9.1 27.2 29 24 ICICI Prudential Focused Equity Fund Growth ₹92.33
↑ 0.31 ₹11,667 13 7.7 9.5 26.7 26 26.5 DSP BlackRock Focus Fund Growth ₹54.936
↑ 0.33 ₹2,576 10.3 3.2 5.3 22.7 20.3 18.5 IIFL Focused Equity Fund Growth ₹47.3088
↑ 0.15 ₹7,400 10.2 2.8 -0.9 21.7 23.4 14.7 Franklin India Focused Equity Fund Growth ₹108.535
↑ 0.03 ₹12,147 11.9 2.5 1.2 21.3 24.5 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹549.804
↑ 0.08 ₹18,981 2.1 4.2 8.1 7.4 7.9 6.92% 4M 13D 5M 8D ICICI Prudential Ultra Short Term Fund Growth ₹27.7685
↑ 0.00 ₹16,269 2 4 7.7 7.1 7.5 6.88% 5M 12D 8M 8D Invesco India Ultra Short Term Fund Growth ₹2,703.23
↑ 0.47 ₹1,227 1.8 3.9 7.5 6.9 7.5 6.59% 5M 16D 5M 24D SBI Magnum Ultra Short Duration Fund Growth ₹5,988.02
↑ 0.76 ₹16,434 1.9 3.9 7.6 7.1 7.4 0.49% 5M 16D 6M 25D Nippon India Ultra Short Duration Fund Growth ₹4,037.35
↑ 0.45 ₹8,772 1.8 3.8 7.4 6.9 7.2 6.98% 5M 16D 7M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹60.4778
↑ 0.01 ₹21,284 2.4 5.1 9.1 8.1 7.8 7.08% 2Y 4M 17D 4Y 18D HDFC Short Term Debt Fund Growth ₹32.2068
↑ 0.00 ₹17,019 2.4 5.1 9.4 7.9 8.3 6.87% 2Y 9M 4Y 1M 2D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.8206
↑ 0.00 ₹9,193 2.2 5 9.2 7.7 7.9 6.92% 2Y 8M 12D 3Y 6M 18D Axis Short Term Fund Growth ₹31.1057
↑ 0.01 ₹9,494 2.5 5.3 9.5 7.7 8 6.83% 2Y 7M 6D 3Y 2M 23D 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 ₹2,910.09
↑ 0.48 ₹36,089 0.5 1.6 3.5 7.2 7.4 6.3% 1M 8D 1M 11D LIC MF Liquid Fund Growth ₹4,724.44
↑ 0.79 ₹11,165 0.5 1.6 3.4 7.1 7.4 6.25% 1M 20D 1M 20D DSP BlackRock Liquidity Fund Growth ₹3,731.15
↑ 0.62 ₹17,752 0.5 1.6 3.5 7.2 7.4 6.51% 1M 6D 1M 10D Invesco India Liquid Fund Growth ₹3,592.29
↑ 0.58 ₹14,737 0.5 1.6 3.5 7.2 7.4 6.19% 1M 22D 1M 22D ICICI Prudential Liquid Fund Growth ₹386.911
↑ 0.06 ₹50,000 0.5 1.6 3.5 7.1 7.4 6.33% 1M 17D 1M 21D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹32.8821
↑ 0.00 ₹10,485 2.1 4.8 8.8 7.9 7.9 6.79% 3Y 5Y 2M 16D Kotak Banking and PSU Debt fund Growth ₹65.7969
↓ -0.01 ₹6,213 2.3 5.1 9.3 7.8 8 6.68% 3Y 5M 26D 5Y 1M 13D Nippon India Banking & PSU Debt Fund Growth ₹20.8879
↓ 0.00 ₹5,946 2.3 5.2 9.3 7.6 7.9 6.69% 3Y 9M 7D 5Y 2M 19D HDFC Banking and PSU Debt Fund Growth ₹23.1489
↓ 0.00 ₹6,114 2.3 5.1 9.2 7.6 7.9 6.72% 3Y 10M 17D 5Y 5M 16D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹368.814
↓ -0.03 ₹8,991 2.2 5.1 9.2 7.6 7.9 6.7% 4Y 7D 5Y 5M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹49.7805
↑ 0.01 ₹210 2.7 18.5 23.1 14.8 7.8 7.32% 1Y 11M 5D 2Y 7M 17D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.433
↑ 0.01 ₹993 2.8 9 16.9 11.3 11.9 7.8% 2Y 4M 2D 3Y 7M 13D L&T Credit Risk Fund Growth ₹32.4032
↑ 0.00 ₹657 13.3 17.4 21.5 11.3 7.2 7.19% 2Y 1M 17D 2Y 10M 6D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,938.46
↑ 0.24 ₹150 2 6.7 10.5 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 4 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 ₹60.411
↑ 0.00 ₹8,771 2.4 5.5 9.9 8.2 8.4 6.84% 3Y 9M 25D 5Y 7D ICICI Prudential Corporate Bond Fund Growth ₹29.991
↑ 0.01 ₹31,264 2.3 5.1 9.2 8.2 8 6.85% 2Y 9M 7D 4Y 8M 8D HDFC Corporate Bond Fund Growth ₹32.7362
↑ 0.00 ₹35,493 2.2 5.1 9.4 8.1 8.6 6.83% 4Y 2M 5D 6Y 3M 18D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.52
↑ 0.01 ₹28,436 2.1 5 9.4 8.1 8.5 6.84% 4Y 18D 6Y 1M 20D BNP Paribas Corporate Bond Fund Growth ₹27.6884
↑ 0.00 ₹299 2.6 5.8 10.2 8 8.3 6.71% 3Y 9M 25D 5Y 2M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹103.409
↑ 0.05 ₹7,347 1.9 5.4 9.6 8.9 8.2 6.45% 3Y 6M 9Y 4M 17D SBI Magnum Gilt Fund Growth ₹66.1475
↑ 0.02 ₹12,573 0.3 4.3 8.2 8.2 8.9 6.76% 10Y 4M 20D 24Y 10M 28D Axis Gilt Fund Growth ₹25.6648
↑ 0.01 ₹770 0.7 4.7 9.1 8.1 10 6.56% 8Y 5M 19D 19Y 9M 11D DSP BlackRock Government Securities Fund Growth ₹95.8124
↑ 0.05 ₹1,904 0.1 3.9 7.7 8 10.1 6.7% 10Y 5M 23D 27Y 9M 25D TATA Gilt Securities Fund Growth ₹78.7241
↑ 0.07 ₹1,159 1.3 5.2 9 7.9 8.3 6.42% 7Y 4M 2D 13Y 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹123.051
↑ 0.23 ₹822 10.8 -1 -1.5 24.8 26.8 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.7
↓ -0.04 ₹1,198 13.9 -1.7 1.1 24.4 27.3 25.8 ICICI Prudential Equity and Debt Fund Growth ₹394.09
↑ 0.45 ₹43,159 8.4 6.7 9 22.6 25.8 17.2 UTI Multi Asset Fund Growth ₹74.8753
↑ 0.05 ₹5,659 8.7 3.3 7.4 22.3 17.1 20.7 ICICI Prudential Multi-Asset Fund Growth ₹760.65
↓ -0.05 ₹59,452 6.1 8.1 10.9 22.1 24.4 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹123.051
↑ 0.23 ₹822 10.8 -1 -1.5 24.8 26.8 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.7
↓ -0.04 ₹1,198 13.9 -1.7 1.1 24.4 27.3 25.8 ICICI Prudential Equity and Debt Fund Growth ₹394.09
↑ 0.45 ₹43,159 8.4 6.7 9 22.6 25.8 17.2 UTI Hybrid Equity Fund Growth ₹410.679
↑ 1.69 ₹6,254 9.4 3.3 6.6 20.2 21.7 19.7 DSP BlackRock Equity and Bond Fund Growth ₹361.765
↑ 1.00 ₹11,104 7.9 4.5 9.1 20.1 18.5 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹123.051
↑ 0.23 ₹822 10.8 -1 -1.5 24.8 26.8 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.7
↓ -0.04 ₹1,198 13.9 -1.7 1.1 24.4 27.3 25.8 ICICI Prudential Equity and Debt Fund Growth ₹394.09
↑ 0.45 ₹43,159 8.4 6.7 9 22.6 25.8 17.2 UTI Multi Asset Fund Growth ₹74.8753
↑ 0.05 ₹5,659 8.7 3.3 7.4 22.3 17.1 20.7 ICICI Prudential Multi-Asset Fund Growth ₹760.65
↓ -0.05 ₹59,452 6.1 8.1 10.9 22.1 24.4 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹37.5206
↑ 0.02 ₹67,362 1.5 3.4 7 7.1 5.8 7.8 Invesco India Arbitrage Fund Growth ₹31.9375
↑ 0.01 ₹22,341 1.5 3.4 6.9 7.1 5.7 7.6 SBI Arbitrage Opportunities Fund Growth ₹33.8502
↑ 0.01 ₹33,759 1.6 3.5 7 7.1 5.7 7.5 UTI Arbitrage Fund Growth ₹35.0877
↑ 0.02 ₹7,308 1.5 3.5 7.1 7 5.6 7.7 Edelweiss Arbitrage Fund Growth ₹19.4058
↑ 0.01 ₹15,137 1.5 3.4 6.9 7 5.6 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹54.21
↑ 0.03 ₹978 8 1 5.7 16.4 13.7 15.9 Axis Dynamic Equity Fund Growth ₹21.12
↑ 0.06 ₹3,161 5.1 2.9 7.2 16.3 13.8 17.5 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.56
↑ 0.28 ₹7,710 9.3 6.8 8.8 15.5 15 13 Edelweiss Balanced Advantage Fund Growth ₹51.26
↑ 0.11 ₹12,696 7.8 3 4.1 15 15.4 13.1 ICICI Prudential Balanced Advantage Fund Growth ₹74.2
↑ 0.05 ₹63,787 7.9 6 9.4 14.9 15.6 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 25
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹74.8753
↑ 0.05 ₹5,659 8.7 3.3 7.4 22.3 17.1 20.7 ICICI Prudential Multi-Asset Fund Growth ₹760.65
↓ -0.05 ₹59,452 6.1 8.1 10.9 22.1 24.4 16.1 Edelweiss Multi Asset Allocation Fund Growth ₹64.29
↑ 0.09 ₹2,749 8.1 3.4 7.8 21.4 21.2 20.2 SBI Multi Asset Allocation Fund Growth ₹59.8333
↑ 0.01 ₹8,395 9.2 7.4 8.8 18.4 15.1 12.8 HDFC Multi-Asset Fund Growth ₹71.63
↑ 0.12 ₹4,375 7.1 6.3 8.4 15.8 16.9 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹32.9217
↓ -0.11 ₹655 5.9 -4.2 3.2 13.6 14.4 24 SBI Equity Savings Fund Growth ₹24.1685
↑ 0.02 ₹5,431 6.7 3.7 7.2 13.2 12.9 12 Principal Equity Savings Fund Growth ₹70.8368
↑ 0.13 ₹1,049 5.5 3.9 7.7 13.2 13.9 12.6 Kotak Equity Savings Fund Growth ₹26.1677
↑ 0.05 ₹8,254 5.5 3 5.9 12.6 12 11.7 Edelweiss Equity Savings Fund Growth ₹25.2834
↑ 0.02 ₹639 5.1 3.9 8.9 12.3 11.3 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 ₹51.355
↑ 0.14 ₹6,474 11.3 3.1 3.8 23.5 26.8 18 ICICI Prudential Child Care Plan (Gift) Growth ₹335.84
↑ 0.18 ₹1,343 15.2 8.7 7.7 22.6 21 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹39.195
↑ 0.09 ₹1,657 9.2 3.7 4.7 18.2 19.5 14 Tata Retirement Savings Fund - Progressive Growth ₹67.2612
↓ -0.11 ₹2,083 15.3 0.1 4.4 20.7 18.8 21.7 Tata Retirement Savings Fund-Moderate Growth ₹65.7942
↓ -0.10 ₹2,151 12.7 1.2 5.8 18.8 17.2 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Gold Fund Growth ₹28.5238
↓ -0.05 ₹4,155 7.9 24.2 31.9 21.7 13.6 19.6 ICICI Prudential Regular Gold Savings Fund Growth ₹30.1394
↓ -0.13 ₹2,152 7.7 23.9 31.3 21.5 13.5 19.5 Aditya Birla Sun Life Gold Fund Growth ₹28.4858
↑ 0.09 ₹612 8.4 24.7 32.3 21.5 13.6 18.7 IDBI Gold Fund Growth ₹25.4465
↓ -0.02 ₹149 7.6 24.3 31.6 21.5 13.5 18.7 HDFC Gold Fund Growth ₹29.1645
↓ -0.05 ₹4,088 7.5 24.1 31.5 21.5 13.5 18.9 Nippon India Gold Savings Fund Growth ₹37.3551
↓ -0.06 ₹3,045 7.8 24.1 31.5 21.5 13.5 19 Axis Gold Fund Growth ₹28.4156
↓ -0.06 ₹1,065 7.7 23.7 30.7 21.4 13.7 19.2 Kotak Gold Fund Growth ₹37.4966
↓ -0.10 ₹3,099 8 23.9 31.2 21.3 13.4 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 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 to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies Edelweiss Emerging Markets Opportunities Equity Off-shore Fund is a Equity - Global fund was launched on 7 Jul 14. It is a fund with High risk and has given a Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Returns up to 1 year are on (Erstwhile Invesco India Global Equity Income Fund) To provide capital appreciation and/or income by investing predominantly
in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Global Equity Income 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 4.3% 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 (03 Jul 25) ₹19.5959 ↑ 0.47 (2.44 %) Net Assets (Cr) ₹85 on 31 May 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk High Expense Ratio 1.2 Sharpe Ratio -0.49 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 10.2% 3 Month 23.9% 6 Month 13.7% 1 Year 10% 3 Year 12.2% 5 Year 11.4% 10 Year 15 Year Since launch 4.3% 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 31 May 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. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
CAGR/Annualized return of 5.1% since its launch. Ranked 16 in Global category. Return for 2024 was 5.9% , 2023 was 5.5% and 2022 was -16.8% . Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Growth Launch Date 7 Jul 14 NAV (03 Jul 25) ₹17.3147 ↑ 0.09 (0.52 %) Net Assets (Cr) ₹121 on 31 May 25 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.3 Sharpe Ratio 0.37 Information Ratio -1.18 Alpha Ratio -4.18 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹13,614 30 Jun 22 ₹9,848 30 Jun 23 ₹10,354 30 Jun 24 ₹11,500 30 Jun 25 ₹12,858 Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 7.1% 3 Month 13.2% 6 Month 15.1% 1 Year 12.5% 3 Year 9.7% 5 Year 4.7% 10 Year 15 Year Since launch 5.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.9% 2023 5.5% 2022 -16.8% 2021 -5.9% 2020 21.7% 2019 25.1% 2018 -7.2% 2017 30% 2016 9.8% 2015 -14.3% Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Name Since Tenure Bhavesh Jain 9 Apr 18 7.15 Yr. Bharat Lahoti 1 Oct 21 3.67 Yr. Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 30.97% Technology 25.38% Consumer Cyclical 20.07% Communication Services 9.8% Energy 3.75% Consumer Defensive 2.94% Industrials 2.86% Real Estate 1.22% Basic Materials 0.79% Health Care 0.62% Asset Allocation
Asset Class Value Cash 1.59% Equity 98.4% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity JPM Emerging Mkts Opps I (acc) USD
Investment Fund | -100% ₹121 Cr 94,772
↓ -570 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -0% ₹0 Cr Net Receivables/(Payables)
CBLO | -0% ₹0 Cr Accrued Interest
CBLO/Reverse Repo | -0% ₹0 Cr 5. Invesco India Feeder- Invesco Global Equity Income Fund
CAGR/Annualized return of 10.5% since its launch. Ranked 12 in Global category. Return for 2024 was 13.7% , 2023 was 27% and 2022 was -2.1% . Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (03 Jul 25) ₹30.5955 ↑ 0.16 (0.53 %) Net Assets (Cr) ₹41 on 31 May 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 0.9 Information Ratio 0 Alpha Ratio 0 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹13,839 30 Jun 22 ₹12,737 30 Jun 23 ₹16,140 30 Jun 24 ₹19,349 30 Jun 25 ₹24,169 Returns for Invesco India Feeder- Invesco Global Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 7.1% 3 Month 16.5% 6 Month 17.6% 1 Year 25.7% 3 Year 23.9% 5 Year 19.3% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.7% 2023 27% 2022 -2.1% 2021 21% 2020 7.3% 2019 24.7% 2018 -7.5% 2017 13.2% 2016 2.6% 2015 4% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0.33 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 23.89% Technology 17.27% Financial Services 16.71% Health Care 12.12% Consumer Cyclical 4.81% Consumer Defensive 4.76% Real Estate 4.03% Communication Services 2.74% Energy 2.26% Basic Materials 2.14% Asset Allocation
Asset Class Value Cash 3.08% Equity 90.72% Other 6.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -96% ₹40 Cr 29,343
↑ 2,042 Triparty Repo
CBLO/Reverse Repo | -7% ₹3 Cr Net Receivables / (Payables)
CBLO | -3% -₹1 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.
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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