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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 ₹90.067
↑ 0.98 ₹41,750 9.3 4.3 6 26.1 26.4 18.2 DSP BlackRock TOP 100 Equity Growth ₹474.645
↑ 4.55 ₹6,036 7.5 6.1 10.4 24.2 21 20.5 ICICI Prudential Bluechip Fund Growth ₹109.98
↑ 1.15 ₹69,763 8.5 6 8.1 23.4 23.8 16.9 Invesco India Largecap Fund Growth ₹69.14
↑ 0.91 ₹1,488 11 3.2 6.4 22.2 21.3 20 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹101.103
↑ 1.53 ₹30,401 10.8 -8.3 8.3 36 36.5 57.1 Edelweiss Mid Cap Fund Growth ₹100.461
↑ 1.37 ₹10,028 13.4 0.2 9.7 32.7 33.2 38.9 ICICI Prudential MidCap Fund Growth ₹295.43
↑ 3.95 ₹6,421 15.4 4 2.8 28.4 30.5 27 Invesco India Mid Cap Fund Growth ₹175.1
↑ 2.96 ₹6,641 16.4 1.4 14.3 33.5 30.3 43.1 SBI Magnum Mid Cap Fund Growth ₹232.539
↑ 1.67 ₹22,406 6.3 -1 -0.6 23.6 29.1 20.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹80.8
↑ 0.47 ₹16,061 12 -9.4 -3.7 27.7 34.7 28.5 Franklin India Smaller Companies Fund Growth ₹169.849
↑ 0.15 ₹13,545 13 -5.2 -4.7 30.5 33.9 23.2 HDFC Small Cap Fund Growth ₹134.786
↑ 0.09 ₹34,032 13.6 -3 1.7 30.2 33.8 20.4 ICICI Prudential Smallcap Fund Growth ₹85.39
↑ 0.35 ₹8,254 12 -1.2 -1.5 23.2 32.5 15.6 Kotak Small Cap Fund Growth ₹258.677
↑ 1.48 ₹17,329 11.2 -5.9 -0.9 22.4 32.5 25.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹295.412
↑ 3.03 ₹43,483 11.1 2.2 3.4 31 32.3 25.8 HDFC Equity Fund Growth ₹1,970.05
↑ 19.89 ₹75,784 8.5 6.3 10.4 28.8 29.9 23.5 JM Multicap Fund Growth ₹96.3354
↑ 0.80 ₹5,917 6.2 -6.7 -5 28.8 26.9 33.3 Motilal Oswal Multicap 35 Fund Growth ₹60.8833
↑ 1.12 ₹13,023 8.3 -3 11.2 28.5 21.8 45.7 ICICI Prudential Multicap Fund Growth ₹786.17
↑ 5.37 ₹15,095 8.5 3.1 5.7 26.6 26.3 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹51.3331
↑ 0.86 ₹4,360 13.4 -6.8 7.1 32.4 27.1 47.7 SBI Magnum Tax Gain Fund Growth ₹434.114
↑ 3.98 ₹29,667 7.1 2.3 3.4 30.5 28.2 27.7 HDFC Tax Saver Fund Growth ₹1,405.06
↑ 14.29 ₹16,454 9.2 6.3 8.3 27.8 27.2 21.3 L&T Tax Advantage Fund Growth ₹133.785
↑ 1.99 ₹4,129 9.8 -0.9 5.2 26.2 23.4 33 Franklin India Taxshield Growth ₹1,480.59
↑ 14.58 ₹6,719 8.8 1.7 6.4 25.6 26.2 22.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹64.06
↑ 1.10 ₹1,394 15.1 5.8 -4.5 40.4 29.1 25.6 SBI PSU Fund Growth ₹31.6925
↑ 0.38 ₹5,259 9 2.6 -3.6 39.1 30.4 23.5 HDFC Infrastructure Fund Growth ₹47.022
↑ 0.40 ₹2,540 10.8 0.7 -2.4 37.5 35.1 23 Nippon India Power and Infra Fund Growth ₹344.314
↑ 5.28 ₹7,417 10.8 -1.2 -4.9 37.1 33.4 26.9 Franklin India Opportunities Fund Growth ₹247.308
↑ 1.86 ₹6,864 9.9 -0.9 2.7 36.5 31.3 37.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹96.384
↑ 0.68 ₹1,089 8.6 -3.9 -4.7 30.8 28.2 25.1 L&T India Value Fund Growth ₹109.352
↑ 1.05 ₹13,325 12.9 1.4 2.7 30.8 29.1 25.9 Nippon India Value Fund Growth ₹223.69
↑ 2.45 ₹8,664 8.7 0.9 3.9 28.2 28.5 22.3 Aditya Birla Sun Life Pure Value Fund Growth ₹123.883
↑ 1.09 ₹6,161 8.5 -2 1.7 27.5 26.3 18.5 ICICI Prudential Value Discovery Fund Growth ₹462.9
↓ -1.45 ₹52,598 8.1 4.7 10.6 26.2 28.4 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹227.723
↑ 2.23 ₹19,578 8 6.4 10.1 28.5 29.5 24 ICICI Prudential Focused Equity Fund Growth ₹90.97
↑ 1.13 ₹11,667 10.9 7.4 11.4 27.9 26.5 26.5 DSP BlackRock Focus Fund Growth ₹53.922
↑ 0.41 ₹2,576 6.4 3.1 5.8 23.9 20.7 18.5 Franklin India Focused Equity Fund Growth ₹106.689
↑ 1.10 ₹12,147 8.2 1.9 2.7 22.7 24.5 19.9 IIFL Focused Equity Fund Growth ₹46.3021
↑ 0.60 ₹7,400 5.7 2 0.4 22.7 23.6 14.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹547.884
↑ 0.04 ₹18,981 2.4 4.1 8.1 7.4 7.9 6.92% 4M 13D 5M 8D ICICI Prudential Ultra Short Term Fund Growth ₹27.6809
↑ 0.00 ₹16,269 2.3 4 7.6 7.1 7.5 6.88% 5M 12D 8M 8D Invesco India Ultra Short Term Fund Growth ₹2,695.1
↑ 0.43 ₹1,227 2.1 3.9 7.5 6.9 7.5 6.59% 5M 16D 5M 24D SBI Magnum Ultra Short Duration Fund Growth ₹5,970.57
↑ 1.04 ₹16,434 2.2 3.9 7.6 7.1 7.4 0.49% 5M 16D 6M 25D Nippon India Ultra Short Duration Fund Growth ₹4,024.63
↓ -0.22 ₹8,772 2.1 3.8 7.4 6.8 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 20 Jun 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 ₹60.2646
↓ 0.00 ₹21,284 3 4.9 9 8.1 7.8 7.08% 2Y 4M 17D 4Y 18D HDFC Short Term Debt Fund Growth ₹32.0894
↓ 0.00 ₹17,019 3.1 5 9.3 7.9 8.3 6.87% 2Y 9M 4Y 1M 2D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.6519
↓ -0.01 ₹9,193 3 4.9 9.1 7.7 7.9 6.92% 2Y 8M 12D 3Y 6M 18D Axis Short Term Fund Growth ₹30.9866
↓ 0.00 ₹9,494 3.3 5.2 9.4 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 ₹2,902.84
↑ 0.48 ₹36,089 0.6 1.8 3.6 7.2 7.4 6.3% 1M 8D 1M 11D LIC MF Liquid Fund Growth ₹4,713.09
↑ 0.71 ₹11,165 0.5 1.8 3.5 7.1 7.4 6.25% 1M 20D 1M 20D DSP BlackRock Liquidity Fund Growth ₹3,721.96
↑ 0.61 ₹17,752 0.6 1.8 3.6 7.2 7.4 6.51% 1M 6D 1M 10D Invesco India Liquid Fund Growth ₹3,583.41
↑ 0.59 ₹14,737 0.6 1.8 3.6 7.2 7.4 6.19% 1M 22D 1M 22D ICICI Prudential Liquid Fund Growth ₹385.957
↑ 0.06 ₹50,000 0.6 1.8 3.6 7.2 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 20 Jun 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 ₹32.7816
↑ 0.01 ₹10,485 2.9 4.8 8.8 7.9 7.9 6.79% 3Y 5Y 2M 16D Kotak Banking and PSU Debt fund Growth ₹65.5947
↓ -0.01 ₹6,213 3.2 5 9.2 7.8 8 6.68% 3Y 5M 26D 5Y 1M 13D Nippon India Banking & PSU Debt Fund Growth ₹20.8226
↓ -0.01 ₹5,946 3.3 5.2 9.2 7.6 7.9 6.69% 3Y 9M 7D 5Y 2M 19D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹367.46
↓ -0.03 ₹8,991 3.1 4.9 9.1 7.5 7.9 6.7% 4Y 7D 5Y 5M 8D HDFC Banking and PSU Debt Fund Growth ₹23.0617
↓ 0.00 ₹6,114 3.2 5 9.1 7.5 7.9 6.72% 3Y 10M 17D 5Y 5M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹49.6108
↓ -0.01 ₹210 3.2 18.5 23 14.8 7.8 7.32% 1Y 11M 5D 2Y 7M 17D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.3023
↑ 0.00 ₹993 3.3 8.9 16.5 11.3 11.9 7.8% 2Y 4M 2D 3Y 7M 13D L&T Credit Risk Fund Growth ₹32.2911
↓ -0.01 ₹657 13.9 17.3 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 ₹1,932.15
↓ -0.49 ₹150 2.7 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 20 Jun 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 ICICI Prudential Corporate Bond Fund Growth ₹29.885
↑ 0.00 ₹31,264 3 5 9.1 8.2 8 6.85% 2Y 9M 7D 4Y 8M 8D Nippon India Prime Debt Fund Growth ₹60.1841
↓ -0.03 ₹8,771 3.4 5.3 9.8 8.2 8.4 6.84% 3Y 9M 25D 5Y 7D HDFC Corporate Bond Fund Growth ₹32.6233
↓ 0.00 ₹35,493 3.1 5 9.4 8.1 8.6 6.83% 4Y 2M 5D 6Y 3M 18D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.077
↓ -0.03 ₹28,436 2.9 4.9 9.3 8.1 8.5 6.84% 4Y 18D 6Y 1M 20D L&T Triple Ace Bond Fund Growth ₹73.2906
↓ -0.03 ₹6,006 3.3 5.2 9.6 8 8.1 6.54% 2Y 9M 18D 3Y 4M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹103.23
↑ 0.08 ₹7,347 3 5.5 9.6 9 8.2 6.45% 3Y 6M 9Y 4M 17D Axis Gilt Fund Growth ₹25.571
↑ 0.01 ₹770 2 4.5 8.9 8.2 10 6.56% 8Y 5M 19D 19Y 9M 11D SBI Magnum Gilt Fund Growth ₹65.9108
↑ 0.02 ₹12,573 1.7 4.1 7.9 8.2 8.9 6.76% 10Y 4M 20D 24Y 10M 28D DSP BlackRock Government Securities Fund Growth ₹95.51
↑ 0.18 ₹1,904 1.4 3.7 7.5 8 10.1 6.7% 10Y 5M 23D 27Y 9M 25D TATA Gilt Securities Fund Growth ₹78.346
↑ 0.07 ₹1,159 2.4 4.8 8.7 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 20 Jun 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 ₹120.414
↑ 1.44 ₹822 6.5 -2.3 -1.7 25.8 27 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.73
↑ 0.18 ₹1,198 9.2 -3.8 1.2 24.4 27.1 25.8 ICICI Prudential Equity and Debt Fund Growth ₹389.73
↑ 3.03 ₹43,159 7.2 7.7 10.1 23.5 26 17.2 UTI Multi Asset Fund Growth ₹73.7799
↑ 0.46 ₹5,659 5.9 3.6 7.6 23.1 17.4 20.7 ICICI Prudential Multi-Asset Fund Growth ₹752.976
↓ -3.12 ₹59,452 6.4 8.1 11.5 22.3 24.6 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹120.414
↑ 1.44 ₹822 6.5 -2.3 -1.7 25.8 27 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.73
↑ 0.18 ₹1,198 9.2 -3.8 1.2 24.4 27.1 25.8 ICICI Prudential Equity and Debt Fund Growth ₹389.73
↑ 3.03 ₹43,159 7.2 7.7 10.1 23.5 26 17.2 UTI Hybrid Equity Fund Growth ₹402.77
↑ 2.91 ₹6,254 6.4 2.4 7.2 21 21.9 19.7 DSP BlackRock Equity and Bond Fund Growth ₹357.791
↑ 2.50 ₹11,104 6.6 5.1 10.7 20.8 18.8 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹120.414
↑ 1.44 ₹822 6.5 -2.3 -1.7 25.8 27 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.73
↑ 0.18 ₹1,198 9.2 -3.8 1.2 24.4 27.1 25.8 ICICI Prudential Equity and Debt Fund Growth ₹389.73
↑ 3.03 ₹43,159 7.2 7.7 10.1 23.5 26 17.2 UTI Multi Asset Fund Growth ₹73.7799
↑ 0.46 ₹5,659 5.9 3.6 7.6 23.1 17.4 20.7 ICICI Prudential Multi-Asset Fund Growth ₹752.976
↓ -3.12 ₹59,452 6.4 8.1 11.5 22.3 24.6 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹37.4432
↑ 0.02 ₹67,362 1.8 3.5 7.1 7.1 5.8 7.8 Invesco India Arbitrage Fund Growth ₹31.8662
↑ 0.01 ₹22,341 1.8 3.4 7 7.1 5.7 7.6 SBI Arbitrage Opportunities Fund Growth ₹33.7774
↑ 0.01 ₹33,759 1.9 3.5 7.1 7 5.7 7.5 ICICI Prudential Equity Arbitrage Fund Growth ₹34.2798
↑ 0.02 ₹28,444 1.9 3.5 7.1 6.9 5.6 7.6 HDFC Arbitrage Fund Growth ₹30.604
↑ 0.02 ₹20,685 1.8 3.4 7 6.9 5.5 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹53.58
↑ 0.57 ₹978 5.7 0.6 6.7 16.8 13.9 15.9 Axis Dynamic Equity Fund Growth ₹20.89
↑ 0.15 ₹3,161 4.6 3.3 8.7 16.4 14 17.5 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹105.9
↑ 0.92 ₹7,710 6.9 6.1 8.9 15.7 15.2 13 ICICI Prudential Balanced Advantage Fund Growth ₹73.56
↑ 0.37 ₹63,787 6.9 6.3 9.6 15.4 15.9 12.3 Edelweiss Balanced Advantage Fund Growth ₹50.41
↑ 0.52 ₹12,696 5.4 2.7 4.3 15.2 15.4 13.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹73.7799
↑ 0.46 ₹5,659 5.9 3.6 7.6 23.1 17.4 20.7 ICICI Prudential Multi-Asset Fund Growth ₹752.976
↓ -3.12 ₹59,452 6.4 8.1 11.5 22.3 24.6 16.1 Edelweiss Multi Asset Allocation Fund Growth ₹63.26
↑ 0.69 ₹2,749 7.5 3.7 8.7 21.8 21.4 20.2 SBI Multi Asset Allocation Fund Growth ₹58.9736
↑ 0.12 ₹8,395 7.8 7.2 8.4 18.7 15.2 12.8 HDFC Multi-Asset Fund Growth ₹71.095
↑ 0.36 ₹4,375 6.4 6.7 9.3 16.7 17.4 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹32.5744
↑ 0.21 ₹655 4.8 -4 3.5 13.7 14.5 24 Principal Equity Savings Fund Growth ₹70.3244
↑ 0.35 ₹1,049 4.8 3.9 7.9 13.6 14.1 12.6 SBI Equity Savings Fund Growth ₹23.7399
↓ -0.09 ₹5,431 5.8 1.5 6.7 13 12.9 12 Kotak Equity Savings Fund Growth ₹25.887
↑ 0.11 ₹8,254 4.8 2.3 5.6 12.8 12.1 11.7 HDFC Equity Savings Fund Growth ₹65.642
↑ 0.27 ₹5,546 4.5 3.5 6 12.4 13.1 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 ₹50.401
↑ 0.43 ₹6,474 8.5 2.7 3.9 24.7 27.3 18 ICICI Prudential Child Care Plan (Gift) Growth ₹325.54
↑ 4.61 ₹1,343 9.7 6.4 6.1 22.8 20.8 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.612
↑ 0.27 ₹1,657 7.2 2.9 4.8 19.2 19.9 14 Tata Retirement Savings Fund - Progressive Growth ₹66.0878
↑ 0.71 ₹2,083 12.9 -0.4 5.3 21.5 19 21.7 Tata Retirement Savings Fund-Moderate Growth ₹64.8145
↑ 0.63 ₹2,151 11 0.9 6.7 19.5 17.4 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Gold Fund Growth ₹25.8294
↓ -0.09 ₹149 10.3 30.1 34.7 23.3 14 18.7 SBI Gold Fund Growth ₹29.0297
↓ -0.17 ₹4,155 10.7 29.6 34.5 23.1 14.4 19.6 Invesco India Gold Fund Growth ₹27.955
↓ -0.19 ₹159 10 28.6 32.9 23 13.6 18.8 HDFC Gold Fund Growth ₹29.6764
↓ -0.15 ₹4,088 10.6 29.6 34.3 23 14.2 18.9 ICICI Prudential Regular Gold Savings Fund Growth ₹30.7206
↓ -0.20 ₹2,152 10.4 29.8 34.5 23 14.2 19.5 Nippon India Gold Savings Fund Growth ₹37.9784
↓ -0.26 ₹3,045 10.3 29.6 34.3 22.9 14.1 19 Axis Gold Fund Growth ₹28.8703
↓ -0.18 ₹1,065 10 28.8 33.4 22.8 14.4 19.2 Kotak Gold Fund Growth ₹38.1592
↓ -0.22 ₹3,099 10.3 29.4 34.2 22.7 14 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 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 units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Gold 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 Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Mid Cap 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 31 May 20 ₹10,000 31 May 21 ₹10,960 31 May 22 ₹12,518 31 May 23 ₹13,477 31 May 24 ₹13,777
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 Gold Fund
CAGR/Annualized return of 6.7% since its launch. Ranked 11 in Global category. Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% . DSP BlackRock World Gold Fund
Growth Launch Date 14 Sep 07 NAV (18 Jun 25) ₹31.5686 ↓ -0.06 (-0.20 %) Net Assets (Cr) ₹1,196 on 31 May 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.35 Sharpe Ratio 1.49 Information Ratio -0.18 Alpha Ratio 0.9 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 31 May 20 ₹10,000 31 May 21 ₹10,912 31 May 22 ₹9,016 31 May 23 ₹9,312 31 May 24 ₹10,653 31 May 25 ₹15,913 Returns for DSP BlackRock World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 17.9% 3 Month 19.7% 6 Month 53% 1 Year 70.5% 3 Year 26.4% 5 Year 12.4% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% Fund Manager information for DSP BlackRock World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.26 Yr. Data below for DSP BlackRock World Gold Fund as on 31 May 25
Equity Sector Allocation
Sector Value Basic Materials 90.73% Asset Allocation
Asset Class Value Cash 5.24% Equity 91.1% Debt 0.04% Other 3.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -78% ₹913 Cr 1,684,538
↓ -117,413 VanEck Gold Miners ETF
- | GDX21% ₹239 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹18 Cr Net Receivables/Payables
Net Current Assets | -1% -₹7 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 31 May 20 ₹10,000 31 May 21 ₹16,199 31 May 22 ₹20,214 31 May 23 ₹16,012 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 3.6% 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 (19 Jun 25) ₹17.2361 ↓ -0.18 (-1.02 %) Net Assets (Cr) ₹127 on 31 May 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.1 Sharpe Ratio -0.52 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 31 May 20 ₹10,000 31 May 21 ₹17,032 31 May 22 ₹18,837 31 May 23 ₹16,805 31 May 24 ₹19,221 31 May 25 ₹18,555 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 7.4% 3 Month 2.7% 6 Month 15.2% 1 Year 8.1% 3 Year 5.4% 5 Year 13.6% 10 Year 15 Year Since launch 3.6% 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 12.26 Yr. Data below for DSP BlackRock World Mining Fund as on 31 May 25
Equity Sector Allocation
Sector Value Basic Materials 96.52% Energy 1% Asset Allocation
Asset Class Value Cash 2.48% Equity 97.52% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹122 Cr 206,436
↓ -4,275 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 5. Invesco India Mid Cap Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (20 Jun 25) ₹175.1 ↑ 2.96 (1.72 %) Net Assets (Cr) ₹6,641 on 31 May 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.69 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 31 May 20 ₹10,000 31 May 21 ₹16,865 31 May 22 ₹18,479 31 May 23 ₹21,793 31 May 24 ₹31,587 31 May 25 ₹38,644 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 5.9% 3 Month 16.4% 6 Month 1.4% 1 Year 14.3% 3 Year 33.5% 5 Year 30.3% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.56 Yr. Amit Ganatra 1 Sep 23 1.75 Yr. Data below for Invesco India Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 26.33% Health Care 18.64% Consumer Cyclical 16.77% Industrials 11.18% Technology 9.21% Basic Materials 7.94% Real Estate 7.87% Communication Services 1.97% Asset Allocation
Asset Class Value Cash 0.07% Equity 99.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹322 Cr 506,411 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹277 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹260 Cr 1,893,617
↑ 236,434 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹256 Cr 155,335 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹247 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹246 Cr 12,506,782 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹228 Cr 441,151
↑ 20,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹220 Cr 431,234 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹220 Cr 1,684,103 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC3% ₹192 Cr 439,084
↑ 101,760
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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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