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Best Performing Mutual Funds in India for 2024 - 2025

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Best Performing Mutual Funds 2024 - 2025

Updated on February 19, 2024 , 182083 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 2024 - 2025

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 (%)2023 (%)
Nippon India Large Cap Fund Growth ₹76.2913
↑ 0.33
₹21,45415.719.738.622.51932.1
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
ICICI Prudential Bluechip Fund Growth ₹93.65
↓ -0.58
₹49,83815.721.735.719.51927.4
HDFC Top 100 Fund Growth ₹1,007.87
↓ -7.55
₹30,98013.819.234.319.217.330
Invesco India Largecap Fund Growth ₹58.13
↓ -0.31
₹92515.318.73517.116.727.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹76.0981
↑ 0.05
₹7,97215.229.55233.227.541.7
PGIM India Midcap Opportunities Fund Growth ₹54.07
↓ -0.01
₹9,9628.514.725.720.726.920.8
Edelweiss Mid Cap Fund Growth ₹77.187
↓ -0.45
₹4,91515.127.848.525.626.138.4
SBI Magnum Mid Cap Fund Growth ₹201.392
↓ -0.31
₹15,9579.61938.123.824.634.5
BNP Paribas Mid Cap Fund Growth ₹85.6796
↓ -0.42
₹1,74614.624.245.623.924.432.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹143.607
↓ -0.13
₹45,8941223.955.636.431.948.9
ICICI Prudential Smallcap Fund Growth ₹76.65
↓ -0.47
₹7,4559.718.344.529.428.837.9
Kotak Small Cap Fund Growth ₹220.017
↓ -1.46
₹14,4267.114.135.224.527.834.8
DSP BlackRock Small Cap Fund  Growth ₹165.026
↓ -0.24
₹13,8598.61947.92927.441.2
SBI Small Cap Fund Growth ₹149.779
↓ -0.48
₹24,862915.434.624.525.825.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Multi Cap Fund Growth ₹239.635
↓ -1.54
₹25,7231217.645.32921.538.1
Mahindra Badhat Yojana Growth ₹30.6504
↓ -0.11
₹2,9361726.250.726.225.234.2
JM Multicap Fund Growth ₹85.2604
↓ -0.41
₹1,4382029.554.425.823.940
HDFC Equity Fund Growth ₹1,589.86
↓ -10.13
₹47,64216.222.139.524.721.130.6
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹38210.213.213.522.712
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Magnum Tax Gain Fund Growth ₹366.137
↓ -1.44
₹20,08521.530.354.925.522.340
HDFC Tax Saver Fund Growth ₹1,155.59
↓ -6.73
₹13,44117.424.942.72519.233.2
BOI AXA Tax Advantage Fund Growth ₹147.92
↓ -0.39
₹1,09019.430.149.923.626.234.8
IDFC Tax Advantage (ELSS) Fund Growth ₹136.135
↓ -0.79
₹5,97612.916.835.622.221.828.3
Motilal Oswal Long Term Equity Fund Growth ₹40.4461
↑ 0.06
₹2,92117.629.448.721.920.837
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹29.2727
↑ 0.09
₹1,43242.758.594.64026.654
ICICI Prudential Infrastructure Fund Growth ₹160.86
↓ -1.01
₹4,57423.733.860.338.52944.6
Invesco India PSU Equity Fund Growth ₹55.29
↓ -0.87
₹77536.151.186.63729.254.5
HDFC Infrastructure Fund Growth ₹40.94
↓ -0.36
₹1,47620.83477.93622.455.4
Nippon India Power and Infra Fund Growth ₹302.48
↓ -0.10
₹3,88525.140.273.235.728.558
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDFC Sterling Value Fund Growth ₹131.379
↑ 0.05
₹8,16116.621.441.327.623.332.6
JM Value Fund Growth ₹87.5388
↓ -0.62
₹49918.529.959.427.324.347.7
ICICI Prudential Value Discovery Fund Growth ₹393.54
↑ 1.81
₹39,37617.724.440.826.72431.4
L&T India Value Fund Growth ₹91.8573
↓ -0.39
₹11,23916.928.450.326.322.739.4
Templeton India Value Fund Growth ₹644.62
↑ 1.90
₹1,72818.725.7452622.333.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Focused 30 Fund Growth ₹183.133
↓ -0.85
₹9,31715.221.737.926.621.129.6
ICICI Prudential Focused Equity Fund Growth ₹71.77
↑ 0.03
₹6,82316.421.639.421.32128.3
Franklin India Focused Equity Fund Growth ₹91.7682
↓ -0.28
₹10,64312.417.232.319.419.923.5
IIFL Focused Equity Fund Growth ₹40.7708
↑ 0.07
₹6,26611.819.33318.923.729.8
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Best Debt Funds 2024 - 2025

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 (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹494.152
↑ 0.10
₹12,8521.83.57.35.57.27.98%5M 19D6M 4D
SBI Magnum Ultra Short Duration Fund Growth ₹5,413.54
↑ 1.09
₹10,8611.73.47.15.177.75%4M 28D5M 12D
ICICI Prudential Ultra Short Term Fund Growth ₹25.0845
↑ 0.01
₹13,8541.73.47.15.36.97.91%4M 6D4M 20D
Kotak Savings Fund Growth ₹38.9315
↑ 0.01
₹12,4141.73.36.956.87.83%5M 1D7M 6D
UTI Ultra Short Term Fund Growth ₹3,853.21
↑ 0.79
₹1,8151.73.36.95.96.77.89%4M 12D4M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Short Term Income Plan - Retail Plan Growth ₹5,149.41
₹13005.29.66.90%6M 2D
IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00
₹261.43.26.27.2 6.43%3M3M 14D
UTI Short Term Income Fund Growth ₹28.5443
↑ 0.02
₹2,3792.33.97.66.96.97.83%2Y 6M 7D5Y
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹2580.61.34.66.5 5.16%1Y 11M 26D2Y 3M
ICICI Prudential Short Term Fund Growth ₹53.9643
↑ 0.03
₹18,69123.77.75.77.47.93%1Y 11M 19D3Y 11M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,642.17
↑ 0.58
₹25,5380.61.83.67.27.17.45%1M 6D1M 6D
Aditya Birla Sun Life Liquid Fund Growth ₹382.557
↑ 0.09
₹38,6380.61.83.67.27.17.55%1M 28D1M 28D
UTI Liquid Cash Plan Growth ₹3,895.29
↑ 0.85
₹22,2720.61.83.67.277.42%1M 26D1M 26D
Mirae Asset Cash Management Fund Growth ₹2,490.12
↑ 0.56
₹11,1060.61.83.67.177.33%1M 6D1M 6D
Baroda Pioneer Liquid Fund Growth ₹2,732.57
↑ 0.61
₹8,8590.61.83.57.177.49%1M 5D1M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹29.3924
↑ 0.01
₹8,2771.93.67.75.77.37.83%2Y 1M 10D4Y 2M 16D
Kotak Banking and PSU Debt fund Growth ₹58.6462
↑ 0.03
₹6,0132.13.77.45.46.87.92%3Y 7M 17D10Y 11D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹329.132
↑ 0.14
₹9,6112.13.67.35.36.97.64%2Y 8M 23D5Y 4D
Nippon India Banking & PSU Debt Fund Growth ₹18.6237
↑ 0.02
₹5,31923.67.35.26.87.69%3Y 4M 6D4Y 8M 5D
HDFC Banking and PSU Debt Fund Growth ₹20.6608
↑ 0.01
₹6,1172.13.67.45.26.87.7%2Y 10M 17D4Y 22D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹11.1973
↑ 0.01
₹1411.22.65.641.15.67.16%7M 6D8M 19D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹1042.957.511 0%
UTI Credit Risk Fund Growth ₹15.3565
↑ 0.01
₹4101.83.36.810.76.68.21%1Y 11M 5D2Y 7M 28D
Baroda Pioneer Credit Risk Fund Growth ₹19.848
↑ 0.02
₹1651.93.77.710.27.48.64%1Y 7M 20D2Y 3M 25D
DSP BlackRock Credit Risk Fund Growth ₹39.3545
↑ 0.01
₹2051.911.416.19.315.68.41%1Y 8M 8D2Y 2M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹53.5099
↑ 0.04
₹2,6482.23.77.85.97.17.71%3Y 3M 29D4Y 4M 28D
ICICI Prudential Corporate Bond Fund Growth ₹26.7026
↑ 0.01
₹23,7621.93.67.85.87.67.97%1Y 8M 19D3Y 6M 11D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹100.891
↑ 0.06
₹20,8382.33.87.95.87.37.78%3Y 11D4Y 3M
HDFC Corporate Bond Fund Growth ₹29.0595
↑ 0.02
₹27,6262.13.67.85.57.27.86%2Y 10M 2D5Y 22D
Kotak Corporate Bond Fund Standard Growth ₹3,369.25
↑ 4.44
₹10,99123.77.55.46.97.91%2Y 8M 19D4Y 9M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹59.5084
↑ 0.07
₹7,8213.14.69.467.67.33%7Y 3M 7D12Y 5M 12D
ICICI Prudential Gilt Fund Growth ₹92.0142
↑ 0.08
₹4,6172.448.968.37.51%2Y 22D5Y 9M
DSP BlackRock Government Securities Fund Growth ₹86.5065
↑ 0.08
₹7314.45.3105.87.17.25%8Y 6M 29D21Y 29D
Edelweiss Government Securities Fund Growth ₹22.2287
↑ 0.06
₹1354.25.48.85.86.27.35%9Y 3M 14D18Y 2M 4D
Aditya Birla Sun Life Government Securities Fund Growth ₹73.6269
↑ 0.10
₹1,4353.95.19.15.57.17.37%7Y 6M12Y 2M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Best Hybrid Funds 2024 - 2025

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 (%)2023 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹32.75
↓ -0.02
₹63610.824.142.92622.733.7
ICICI Prudential Equity and Debt Fund Growth ₹331.12
↑ 0.98
₹31,19615.222.136.824.721.828.2
HDFC Balanced Advantage Fund Growth ₹453.031
↑ 0.44
₹77,01114.823.239.823.320.131.3
ICICI Prudential Multi-Asset Fund Growth ₹622.075
↑ 1.86
₹32,83110.816.629.723.120.224.1
JM Equity Hybrid Fund Growth ₹106.136
↓ -0.10
₹16716.325.445.821.918.433.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹32.75
↓ -0.02
₹63610.824.142.92622.733.7
ICICI Prudential Equity and Debt Fund Growth ₹331.12
↑ 0.98
₹31,19615.222.136.824.721.828.2
JM Equity Hybrid Fund Growth ₹106.136
↓ -0.10
₹16716.325.445.821.918.433.8
UTI Hybrid Equity Fund Growth ₹339.506
↓ -1.18
₹5,29210.515.129.517.816.425.5
Nippon India Equity Hybrid Fund Growth ₹89.887
↓ -0.30
₹3,34910.41529.11711.924.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹32.75
↓ -0.02
₹63610.824.142.92622.733.7
ICICI Prudential Equity and Debt Fund Growth ₹331.12
↑ 0.98
₹31,19615.222.136.824.721.828.2
HDFC Balanced Advantage Fund Growth ₹453.031
↑ 0.44
₹77,01114.823.239.823.320.131.3
ICICI Prudential Multi-Asset Fund Growth ₹622.075
↑ 1.86
₹32,83110.816.629.723.120.224.1
JM Equity Hybrid Fund Growth ₹106.136
↓ -0.10
₹16716.325.445.821.918.433.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Arbitrage Opportunities Fund Growth ₹30.7778
↑ 0.02
₹26,6302.13.97.75.65.27.4
Invesco India Arbitrage Fund Growth ₹29.0571
↑ 0.01
₹12,8492.13.97.65.65.37.4
Kotak Equity Arbitrage Fund Growth ₹34.0647
↑ 0.03
₹35,9982.247.85.65.47.4
Edelweiss Arbitrage Fund Growth ₹17.6396
↑ 0.01
₹8,1352.13.87.65.45.37.1
ICICI Prudential Equity Arbitrage Fund Growth ₹31.2225
↑ 0.02
₹16,3072.13.97.55.45.27.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹453.031
↑ 0.44
₹77,01114.823.239.823.320.131.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.2627
↓ -0.08
₹11512.715.524.213.99.618.4
Edelweiss Balanced Advantage Fund Growth ₹45.33
↑ 0.03
₹10,34911.314.423.712.515.218.8
ICICI Prudential Balanced Advantage Fund Growth ₹63.38
↓ -0.19
₹54,1427.811.919.912.513.416.5
Nippon India Balanced Advantage Fund Growth ₹153.336
↓ -0.39
₹7,5889.212.921.612.212.117.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹622.075
↑ 1.86
₹32,83110.816.629.723.120.224.1
Edelweiss Multi Asset Allocation Fund Growth ₹53.32
↓ -0.24
₹1,26611.617.531.118.217.125.4
UTI Multi Asset Fund Growth ₹62.4092
↓ -0.28
₹1,15213.422.236.515.713.729.1
SBI Multi Asset Allocation Fund Growth ₹49.7829
↓ -0.18
₹3,6279.513.828.61413.924.4
HDFC Multi-Asset Fund Growth ₹60.498
↓ -0.19
₹2,4068.31221.413.614.918
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Kotak Equity Savings Fund Growth ₹23.3139
↑ 0.02
₹4,3307.811.418.811.511.115.7
Principal Equity Savings Fund Growth ₹61.5078
↑ 0.06
₹7165.98.918.511.51215.3
HDFC Equity Savings Fund Growth ₹59.412
↓ -0.14
₹3,7377.310.217.811.41113.8
L&T Equity Savings Fund Growth ₹28.3269
↑ 0.10
₹2215.810.820.211.310.617
SBI Equity Savings Fund Growth ₹21.2574
↑ 0.01
₹3,8975.19.420.310.211.317.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹43.611
↑ 0.04
₹4,57413.718.137.424.922.532.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹34.149
↑ 0.01
₹1,31410.614.128.616.716.924.9
ICICI Prudential Child Care Plan (Gift) Growth ₹275.36
↓ -1.71
₹1,17116.321.840.317.816.129.2
Tata Retirement Savings Fund - Progressive Growth ₹54.279
↓ -0.36
₹1,7176.513.731.313.41529
Tata Retirement Savings Fund-Moderate Growth ₹53.6029
↓ -0.35
₹1,9045.611.326.812.613.625.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24

Top 5 Gold Funds 2024 - 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Axis Gold Fund Growth ₹18.6711
↑ 0.05
₹3771.45.89.39.412.414.7
Invesco India Gold Fund Growth ₹18.1564
↑ 0.06
₹631.45.99.59.111.914.5
HDFC Gold Fund Growth ₹19.0805
↑ 0.06
₹1,6961.45.89.19.111.814.1
Nippon India Gold Savings Fund Growth ₹24.4292
↑ 0.04
₹1,6031.45.88.79.111.714.3
Aditya Birla Sun Life Gold Fund Growth ₹18.5428
↑ 0.03
₹2961.55.78.1911.614.5
ICICI Prudential Regular Gold Savings Fund Growth ₹19.6976
↑ 0.04
₹7841.75.58.48.711.613.5
SBI Gold Fund Growth ₹18.547
↑ 0.00
₹1,5321.65.28.38.711.814.1
Kotak Gold Fund Growth ₹24.4856
↓ -0.01
₹1,5901.35.48.38.511.713.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

Best Mutual Funds Based on 1 Month Performance

1. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 8.2% since its launch.  Ranked 31 in Sectoral category.  Return for 2023 was 54% , 2022 was 29% and 2021 was 32.4% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (20 Feb 24) ₹29.2727 ↑ 0.09   (0.30 %)
Net Assets (Cr) ₹1,432 on 31 Jan 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.16
Information Ratio -0.95
Alpha Ratio -9.21
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
31 Jan 19₹10,000
31 Jan 20₹11,002
31 Jan 21₹9,785
31 Jan 22₹14,342
31 Jan 23₹16,701
31 Jan 24₹29,387

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 13.5%
3 Month 42.7%
6 Month 58.5%
1 Year 94.6%
3 Year 40%
5 Year 26.6%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
2014 41.5%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Richard D'souza1 Aug 149.51 Yr.

Data below for SBI PSU Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services38.92%
Industrials18.49%
Utility14.46%
Basic Materials13.91%
Energy11.15%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
13%₹146 Cr2,277,500
↑ 660,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC
8%₹88 Cr2,843,244
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
7%₹79 Cr3,335,554
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER
6%₹65 Cr2,393,315
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jul 23 | BHEL
5%₹58 Cr3,000,000
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | HUDCO
5%₹55 Cr4,350,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Jul 23 | NATIONALUM
5%₹53 Cr4,000,000
↑ 2,000,000
Punjab National Bank (Financial Services)
Equity, Since 31 Dec 19 | PNB
4%₹52 Cr5,425,000
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA
4%₹50 Cr2,185,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
4%₹47 Cr1,127,235
↑ 349,635

2. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. 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.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 33 in Sectoral category.  Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (21 Feb 24) ₹55.29 ↓ -0.87   (-1.55 %)
Net Assets (Cr) ₹775 on 31 Jan 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 2.52
Information Ratio -1.26
Alpha Ratio -0.88
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
31 Jan 19₹10,000
31 Jan 20₹11,919
31 Jan 21₹11,913
31 Jan 22₹16,525
31 Jan 23₹18,610
31 Jan 24₹31,661

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 11.9%
3 Month 36.1%
6 Month 51.1%
1 Year 86.6%
3 Year 37%
5 Year 29.2%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
2014 54.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 203.71 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials27.47%
Utility26.11%
Financial Services22.43%
Energy18.65%
Asset Allocation
Asset ClassValue
Cash5.34%
Equity94.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC
10%₹70 Cr2,237,403
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
10%₹69 Cr3,738,990
Coal India Ltd (Energy)
Equity, Since 31 Aug 23 | COALINDIA
8%₹57 Cr1,509,574
↓ -110,174
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹56 Cr871,599
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
6%₹44 Cr157,644
↑ 38,782
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
6%₹39 Cr1,649,484
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL
5%₹38 Cr833,087
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
5%₹34 Cr5,204,950
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
5%₹33 Cr386,333
↑ 6,261
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA
5%₹33 Cr1,431,527
↓ -334,946

3. PGIM India Global Agribusiness Offshore Fund

The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 33 in Fund of Fund category.  Return for 2023 was 39.5% , 2022 was -33.8% and 2021 was 7% .

Below is the key information for PGIM India Global Agribusiness Offshore Fund

PGIM India Global Agribusiness Offshore Fund
Growth
Launch Date 14 May 10
NAV (19 Feb 24) ₹39.13
Net Assets (Cr) ₹1,361 on 31 Jan 24
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.61
Sharpe Ratio 1.5
Information Ratio -0.62
Alpha Ratio 15.48
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹12,229
31 Jan 21₹20,195
31 Jan 22₹18,413
31 Jan 23₹15,599
31 Jan 24₹20,968

PGIM India Global Agribusiness Offshore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for PGIM India Global Agribusiness Offshore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 9%
3 Month 16.5%
6 Month 25.9%
1 Year 40.6%
3 Year 1.3%
5 Year 16.7%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.5%
2022 -33.8%
2021 7%
2020 72.4%
2019 30.9%
2018 0.3%
2017 11.9%
2016 0.8%
2015 -14.7%
2014 0.9%
Fund Manager information for PGIM India Global Agribusiness Offshore Fund
NameSinceTenure
Ojasvi Khicha1 Apr 230.84 Yr.

Data below for PGIM India Global Agribusiness Offshore Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash3.52%
Equity96.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -
99%₹1,340 Cr627,936
↓ -24,457
Treps / Reverse Repo
CBLO/Reverse Repo | -
1%₹19 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%-₹2 Cr

4. Templeton India Equity Income Fund

An Open-end diversified equity fund that seek to provide a combination of regular income and long term capital appreciation by investing primarily in stocks that have a current on potentially attractive dividend yield.

Templeton India Equity Income Fund is a Equity - Dividend Yield fund was launched on 18 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 46 in Dividend Yield category.  Return for 2023 was 33.3% , 2022 was 5.3% and 2021 was 43.1% .

Below is the key information for Templeton India Equity Income Fund

Templeton India Equity Income Fund
Growth
Launch Date 18 May 06
NAV (20 Feb 24) ₹127.843 ↑ 0.27   (0.21 %)
Net Assets (Cr) ₹1,994 on 31 Jan 24
Category Equity - Dividend Yield
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.15
Information Ratio 0.88
Alpha Ratio 6.44
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
31 Jan 19₹10,000
31 Jan 20₹10,459
31 Jan 21₹12,744
31 Jan 22₹18,546
31 Jan 23₹19,703
31 Jan 24₹27,228

Templeton India Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Templeton India Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 8.7%
3 Month 25%
6 Month 33.5%
1 Year 45.1%
3 Year 26.9%
5 Year 23.9%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.3%
2022 5.3%
2021 43.1%
2020 22.9%
2019 5.3%
2018 -8.6%
2017 34.1%
2016 9.4%
2015 -1.6%
2014 38.5%
Fund Manager information for Templeton India Equity Income Fund
NameSinceTenure
Ajay Argal1 Dec 230.17 Yr.
Sandeep Manam18 Oct 212.29 Yr.
Rajasa Kakulavarapu6 Sep 212.41 Yr.

Data below for Templeton India Equity Income Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Utility22.88%
Technology20.41%
Energy18.58%
Consumer Defensive10.23%
Financial Services5.24%
Basic Materials4.74%
Consumer Cyclical2.36%
Industrials2.3%
Communication Services0.74%
Real Estate0.04%
Asset Allocation
Asset ClassValue
Cash6.22%
Equity87.51%
Debt6.22%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | NTPC
6%₹118 Cr3,800,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NHPC
5%₹90 Cr14,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 19 | 532898
5%₹90 Cr3,800,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 19 | GAIL
5%₹85 Cr5,250,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 14 | COALINDIA
4%₹83 Cr2,200,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 22 | 532281
4%₹78 Cr530,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 13 | INFY
4%₹77 Cr500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹72 Cr420,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 07 | 500312
4%₹72 Cr3,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹69 Cr1,500,000

5. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 34 in Sectoral category.  Return for 2023 was 38.2% , 2022 was -6% and 2021 was 20.1% .

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (20 Feb 24) ₹347.598 ↑ 0.16   (0.05 %)
Net Assets (Cr) ₹2,431 on 31 Jan 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.15
Sharpe Ratio 2.32
Information Ratio 0.07
Alpha Ratio 2.79
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,386
31 Jan 21₹16,135
31 Jan 22₹18,273
31 Jan 23₹18,393
31 Jan 24₹27,170

SBI Healthcare Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 8.6%
3 Month 20.4%
6 Month 25.8%
1 Year 60.1%
3 Year 21%
5 Year 25.3%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.2%
2022 -6%
2021 20.1%
2020 65.8%
2019 -0.5%
2018 -9.9%
2017 2.1%
2016 -14%
2015 27.1%
2014 56.8%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure
Tanmaya Desai1 Jun 1112.68 Yr.
Mohit Jain30 Nov 176.17 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Health Care91.39%
Basic Materials6.68%
Asset Allocation
Asset ClassValue
Cash1.62%
Equity98.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA
14%₹313 Cr2,481,262
↑ 81,262
Cipla Ltd (Healthcare)
Equity, Since 31 Aug 16 | CIPLA
7%₹168 Cr1,350,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
7%₹156 Cr400,000
Aether Industries Ltd (Basic Materials)
Equity, Since 31 May 22 | 543534
5%₹124 Cr1,400,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
5%₹124 Cr1,800,000
Global Health Ltd (Healthcare)
Equity, Since 31 Oct 22 | MEDANTA
5%₹115 Cr1,200,000
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 543904
5%₹111 Cr560,000
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹97 Cr502,296
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 30 Apr 22 | 543524
4%₹95 Cr800,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543308
4%₹95 Cr480,000

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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.

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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Excellent Very helpful for seclecting top most mutual funds for Investment

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

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