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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019 - 2020

Updated on January 17, 2019 , 8936 views

Mutual Fund schemes in India have grown over the years. As a result, the best performing Mutual Funds in the market keep on changing. There are various rating systems in place to judge a mutual fund scheme, namely CRISIL, Morning Star, ICRA. These systems evaluate a mutual fund in terms of returns, Standard Deviation, etc. Some rating systems also consider the qualitative and quantitative factors of the Mutual Funds.

The summation of all these factors leads to the rating of the best performing mutual funds in India. 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 Top Mutual Funds in this article.

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Why to Invest in Mutual Funds?

Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors in growing their money. Mutual funds help in fulfilling short-term, mid-term and long-term investment goals. It holds funds for most kind of investors, i.e., from low-risk to high-risk investors.

Moreover, to achieve goals, investors can begin their investments in just INR 500 via a SIP. Let's look at some more benefits on why one 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 (when the market is high). But, when you invest in a fund, you should know the exit load chargers. In mutual funds, the transaction happens only once a day after the fund house releases that day’s NAV i.e., Net Asset Value.

2. Diversification

Mutual fund invests its fund money into various financial instruments such as equity shares and fixed income instruments. As a consequence, individuals can enjoy the benefits of diversification by investing in just one mutual fund scheme. On the contrary, if individuals choose to invest in shares and fixed income on their own then they need to research about each of these companies before investing and monitor their investments constantly.

3. Well-Regulated

Mutual fund industry in India is well-regulated with SEBI being the regulatory authority. SEBI 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 Mutual Fund 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, timely reviewing the investments, and changing the Asset Allocation timely as per the market requirements.

Best Performing Mutual Funds

Best Equity Mutual Funds 2019 - 2020

Below are the top ranked funds from difference categories like. Large Cap, mid-cap, small cap, Multi Cap, ELSS and Sectoral from Equity.

Top 5 Large Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential Bluechip Fund Growth ₹40.28
↓ -0.23
₹19,4583.41.4-2.715.114.9-0.8
Reliance Large Cap Fund Growth ₹33.0949
↓ -0.37
₹11,4106.54.8-2.815.617.5-0.2
Indiabulls Blue Chip Fund Growth ₹19.97
↑ 0.01
₹3904.7-2.2-3.213.912.7-1.4
Aditya Birla Sun Life Frontline Equity Fund Growth ₹215.76
↓ -0.50
₹20,88050.3-4.213.415.1-2.9
SBI Bluechip Fund Growth ₹36.9293
↓ -0.21
₹20,2875.2-2.5-5.911.815.7-4.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Midcap Fund Growth ₹130.91
↓ -0.72
₹3,438 5,000 3-3.8-13.916.924.4-12
Kotak Emerging Equity Scheme Growth ₹36.806
↓ -0.07
₹3,314 5,000 5.5-2.1-1215.623.5-11.7
Sundaram Mid Cap Fund Growth ₹453.263
↓ -1.53
₹5,731 5,000 4.6-4.3-15.813.121.1-15.4
BNP Paribas Mid Cap Fund Growth ₹30.684
↓ -0.14
₹727 5,000 3.4-1.2-17.610.218.5-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹23.7254
↓ -0.16
₹1,265 5,000 3-7.5-129 -12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Emerging Businesses Fund Growth ₹24.308
↓ -0.11
₹5,392 5,000 0.1-4.5-1620.6 -13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹33.7196
↓ -0.27
₹2,108 1,000 2.2-8.7-24.313.520.2-22.6
Reliance Small Cap Fund Growth ₹39.2497
↓ -0.19
₹7,227 5,000 0.6-1.8-18.517.526.7-16.7
Franklin India Smaller Companies Fund Growth ₹52.6239
↓ -0.35
₹6,764 5,000 2.7-5.7-16.913.322.7-17.4
HDFC Small Cap Fund Growth ₹42.235
↓ -0.40
₹5,672 5,000 2.4-1.2-9.520.820.3-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Motilal Oswal Multicap 35 Fund Growth ₹24.753
↓ -0.16
₹13,286 5,000 5.8-6.2-10.114.9 -7.8
Kotak Standard Multicap Fund Growth ₹33.104
↓ -0.15
₹21,369 5,000 5.3-0.8-2.416.319-0.9
Principal Multi Cap Growth Fund Growth ₹137.24
↓ -0.65
₹823 5,000 3-0.3-10.917.217.5-8.7
IDFC Focused Equity Fund Growth ₹35.45
↓ -0.08
₹1,621 5,000 0.9-8.9-12.914.411.7-12.7
SBI Magnum Multicap Fund Growth ₹46.0681
↓ -0.21
₹6,192 1,000 5.8-0.5-614.419-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata India Tax Savings Fund Growth ₹16.9407
↓ -0.04
₹1,5126.70.3-8.214.7 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹52.86
↓ -0.20
₹1,6891.8-3.8-12.414.816.4-9.4
Aditya Birla Sun Life Tax Relief '96 Growth ₹30.49
↓ -0.01
₹6,9843.6-1.6-4.71519.2-4.5
DSP BlackRock Tax Saver Fund Growth ₹44.711
↓ -0.25
₹4,5675.8-0.1-8.414.617.5-7.6
Principal Tax Savings Fund Growth ₹200.82
↓ -0.98
₹3793.3-0.6-11.516.917.3-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹61.34
↓ -0.31
₹2,59513.35.2-2.325.724-0.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹26.85
↓ -0.20
₹1,5618.8-5.1-5.622.322.7-2.4
Sundaram Rural and Consumption Fund Growth ₹40.5851
↓ -0.17
₹2,4316.9-0.7-8.51819.4-7.8
Franklin Build India Fund Growth ₹39.3203
↓ -0.43
₹1,1298.13.2-10.615.723-10.7
DSP BlackRock Natural Resources and New Energy Fund Growth ₹30.385
↑ 0.11
₹392-3-5.2-18.32020-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Equity PE Fund Growth ₹128.88
↓ -0.35
₹5,0213-7-8.818.221.2-7.1
L&T India Value Fund Growth ₹34.193
↓ -0.17
₹7,9192-2.3-13.313.821.8-11.4
JM Value Fund Growth ₹29.7285
↓ -0.18
₹1293.7-5.7-11.616.219-11.2
HDFC Capital Builder Value Fund Growth ₹284.012
↓ -1.57
₹4,0172.8-2.2-7.315.417.4-5.5
Templeton India Value Fund Growth ₹243.973
↑ 0.22
₹5474.8-4.2-13.212.514.9-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Focused 25 Fund Growth ₹25.74
↓ -0.06
₹6,4551.7-9.9-4.417.116.30.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹55.9603
↓ -0.19
₹3,9913.2-0.6-5.912.514.9-4.1
Sundaram Select Focus Fund Growth ₹169.757
↓ -0.33
₹8734.7-1.20.414.313.11.2
Principal Focused Multicap Fund Growth ₹61.55
↓ -0.03
₹3086.1-0.5-2.313.814.3-1.2
Motilal Oswal Focused 25 Fund  Growth ₹20.4068
↓ -0.13
₹1,1044.7-7.1-7.311.514.6-4.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Best Debt Funds 2019 - 2020

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)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹25.7839
↑ 0.01
₹14,700 10,000 2.94.898.98.70%6M 17D
Aditya Birla Sun Life Savings Fund Growth ₹362.913
↑ 0.07
₹14,949 1,000 2.44.27.98.17.68.4%5M 8D6M 4D
BOI AXA Ultra Short Duration Fund Growth ₹2,228.44
↑ 0.21
₹414 5,000 2.23.97.88.37.68.87%3M 7D3M 20D
Indiabulls Ultra Short Term Fund Growth ₹1,782.82
↑ 0.42
₹556 500 2.13.67.37.77.18.2%4M 13D
UTI Ultra Short Term Fund Growth ₹2,986.1
↑ 0.22
₹5,077 5,000 2.13.77.17.579.49%4M 16D7M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Short Maturity Fund Growth ₹33.1175
↓ -0.01
₹8312.23.25.77.55.510.53%1Y 3M 4D1Y 7M 17D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹30.4073
↓ 0.00
₹3,8372.74.46.97.96.59.64%1Y 7M 17D2Y 1M 24D
UTI Short Term Income Fund Growth ₹22.1226
↓ 0.00
₹8,5912.13.46.17.468.67%1Y 2M 23D1Y 6M 7D
ICICI Prudential Short Term Fund Growth ₹37.8325
₹7,2592.43.66.17.75.88.59%1Y 2M 5D1Y 5M 16D
Reliance Short Term Fund Growth ₹34.0438
↓ 0.00
₹8,7262.73.65.875.58.89%1Y 5M 16D1Y 10M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Liquid Funds

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Insta Cash Fund Growth ₹238.505
↑ 0.05
₹3,360 5,000 0.61.93.87.57.47.14%1M 6D1M 6D
JM Liquid Fund Growth ₹50.2257
↑ 0.01
₹2,277 5,000 0.61.93.87.57.47.27%12D12D
Indiabulls Liquid Fund Growth ₹1,788.93
↑ 0.35
₹2,088 500 0.61.83.77.37.36.86%1M 5D1M 6D
Principal Cash Management Fund Growth ₹1,633.62
↑ 0.61
₹390 5,000 0.61.7-5.2-1.8-1.86.82%15D16D
Baroda Pioneer Liquid Fund Growth ₹2,109.22
↑ 0.82
₹7,102 5,000 0.61.93.87.57.57.47%25D28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Banking & PSU Debt Fund Growth ₹14.9981
↓ 0.00
₹794 5,000 2.546.98.26.88.48%9M 4D10M 17D
HDFC Banking and PSU Debt Fund Growth ₹14.7145
↓ 0.00
₹2,729 5,000 3.14.26.17.75.99%2Y 3M 7D2Y 10M 19D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹233.388
↓ 0.00
₹5,627 1,000 2.74.26.98.26.68.36%2Y 25D2Y 10M 13D
Kotak Banking and PSU Debt fund Growth ₹41.2984
↓ -0.01
₹858 5,000 3.14.26.77.66.78.46%1Y 5M 26D1Y 10M 24D
DSP BlackRock Banking and PSU Debt Fund Growth ₹15.4117
↓ 0.00
₹1,555 1,000 2.84.26.57.46.38.04%2Y 1M 24D3Y 1M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹14.2838
↓ 0.00
₹1,6822.43.66.17.45.910.02%1Y 7M 6D1Y 10M 24D
DHFL Pramerica Credit Risk Fund Growth ₹14.2787
↑ 0.00
₹9872.235.37.45.110.34%1Y 5M 1D1Y 10M 24D
Principal Credit Risk Fund Growth ₹2,855.72
↓ -0.65
₹922.23.46.57.46.49.42%1Y 1M 2D1Y 4M 6D
SBI Credit Risk Fund Growth ₹29.2888
↑ 0.00
₹5,3852.43.86.37.96.29.72%1Y 5M 5D1Y 9M 4D
HDFC Credit Risk Debt Fund Growth ₹14.9887
↓ 0.00
₹17,1352.53.55.57.65.49.79%1Y 11M 25D2Y 6M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹70.1901
↑ 0.01
₹12,5362.84.47.2878.59%1Y 9M 14D2Y 4M 17D
HDFC Corporate Bond Fund Growth ₹20.2983
↓ 0.00
₹11,2852.94.26.67.96.58.69%2Y 1D2Y 7M 2D
Kotak Corporate Bond Fund Standard Growth ₹2,422.97
↑ 0.30
₹7452.54.17.887.58.9%11M 5D1Y 14D
Reliance Prime Debt Fund Growth ₹38.4619
↑ 0.00
₹3,4932.63.97.27.66.99.1%11M 12D1Y 1M 2D
ICICI Prudential Corporate Bond Fund Growth ₹18.6873
↑ 0.00
₹4,1722.43.86.77.66.48.62%1Y 2M 5D1Y 5M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Reliance Gilt Securities Fund Growth ₹24.1858
↓ -0.05
₹887 5,000 3.85.47.69.287.65%4Y 9M 29D6Y 6M 22D
ICICI Prudential Gilt Fund Growth ₹62.5234
↑ 0.00
₹1,044 5,000 2.64.17.29.16.86.97%1Y 9M 25D2Y 6M 25D
Aditya Birla Sun Life Government Securities Fund Growth ₹51.0413
↓ -0.05
₹202 1,000 4.15.16.99.36.97.73%6Y 14D8Y 11M 5D
UTI Gilt Fund Growth ₹39.775
↓ -0.05
₹496 5,000 2.53.55.98.66.37.05%1Y 9M 4D2Y 6M 7D
Canara Robeco Gilt Fund Growth ₹49.5344
↓ -0.06
₹67 5,000 2.33.458.54.97.26%3Y 10M 24D6Y 1M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Best Hybrid Funds 2019 - 2020

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 (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹13.5607
↑ 0.01
₹3,3261.436.16.2 6.1
ICICI Prudential MIP 25 Growth ₹41.4669
↓ -0.03
₹1,5893.33.24.910.511.45.1
SBI Debt Hybrid Fund Growth ₹38.1577
↓ -0.08
₹1,3023.51-0.27.29.1-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹38.0738
↓ -0.02
₹2,4922.7-1.1-29.711.3-2.2
Principal Hybrid Equity Fund Growth ₹75.06
↓ -0.24
₹1,6472.40.8-3.216.915.7-1.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Principal Hybrid Equity Fund Growth ₹75.06
↓ -0.24
₹1,647 5,000 2.40.8-3.216.915.7-1.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹730.53
↓ -1.86
₹13,777 1,000 3.3-0.8-5.311.115-5
SBI Equity Hybrid Fund Growth ₹127.347
↓ -0.49
₹28,062 1,000 5.11.4-1.611.715.4-0.1
ICICI Prudential Equity and Debt Fund Growth ₹127.4
↓ -0.82
₹26,566 5,000 2.53.3-3.51415.8-1.9
DSP BlackRock Equity and Bond Fund Growth ₹141.671
↓ -0.64
₹6,457 1,000 4-2.1-611.315-5.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹13.5607
↑ 0.01
₹3,326 5,000 1.436.16.2 6.1
ICICI Prudential MIP 25 Growth ₹41.4669
↓ -0.03
₹1,589 5,000 3.33.24.910.511.45.1
SBI Debt Hybrid Fund Growth ₹38.1577
↓ -0.08
₹1,302 5,000 3.51-0.27.29.1-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹38.0738
↓ -0.02
₹2,492 1,000 2.7-1.1-29.711.3-2.2
Principal Hybrid Equity Fund Growth ₹75.06
↓ -0.24
₹1,647 5,000 2.40.8-3.216.915.7-1.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹13.5607
↑ 0.01
₹3,326 5,000 1.436.16.2 6.1
Reliance Arbitrage Fund Growth ₹18.7106
↑ 0.01
₹9,445 5,000 1.43.16.66.36.96.8
Kotak Equity Arbitrage Fund Growth ₹26.0862
↑ 0.01
₹13,739 5,000 1.43.16.26.376.3
ICICI Prudential Equity Arbitrage Fund Growth ₹24.125
↑ 0.01
₹9,215 5,000 1.436.16.26.86.2
L&T Arbitrage Opportunities Fund Growth ₹13.405
↑ 0.01
₹907 5,000 1.32.95.96.1 6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
HDFC Balanced Advantage Fund Growth ₹193.223
↑ 0.95
₹37,850 5,000 5.4812.316.618.8
ICICI Prudential Balanced Advantage Fund Growth ₹34.24
↓ -0.09
₹28,994 5,000 3.92.41.911.412.52.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹51.29
↓ -0.14
₹3,012 1,000 2.22.60.313.212.40.7
Reliance Balanced Advantage Fund Growth ₹87.2238
↓ -0.27
₹1,311 5,000 32.1-2.213.213.80.4
Principal Balanced Advantage Fund Growth ₹20.45
↓ -0.03
₹169 5,000 1.31.82.78.411.23.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Sep 18

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Multi Asset Allocation Fund Growth ₹26.1776
↓ -0.05
₹321 5,000 2.61.80.97.29.40.4
HDFC Multi-Asset Fund Growth ₹30.883
↓ -0.12
₹147 5,000 2.9-0.4-1.478.7-1.9
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
Axis Triple Advantage Fund Growth ₹18.3533
↓ -0.05
₹280 5,000 4.2-3.2-1.68.57.71.9
ICICI Prudential Multi-Asset Fund Growth ₹255.466
↓ -2.05
₹10,713 5,000 1.34.1-4.514.813.8-2.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
DHFL Pramerica Equity Savings Fund Growth ₹30.5473
↑ 0.05
₹33 5,000 1-0.41.16.991.4
HDFC Equity Savings Fund Growth ₹35.582
↓ -0.02
₹6,732 5,000 1.92.30.511.69.80.9
Principal Equity Savings Fund Growth ₹35.1459
↓ -0.04
₹73 5,000 1.30.90.97.77.31.6
L&T Equity Savings Fund Growth ₹17.205
↓ -0.02
₹216 5,000 1.4-0.4-0.96.78.5-0.6
IDBI Equity Savings Fund Growth ₹16.0877
↓ -0.01
₹20 5,000 1.90.61.64.461.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Magnum Children's Benefit Plan Growth ₹55.087
↓ -0.17
₹61 5,000 1.82.20.114.115.40.1
Tata Retirement Savings Fund-Moderate Growth ₹28.7951
↓ -0.08
₹945 5,000 5.1-3.4-4.315.119.2-3.6
Tata Retirement Savings Fund - Progressive Growth ₹27.6295
↓ -0.09
₹539 5,000 5.9-5.1-6.816.718.1-6.1
Tata Retirement Savings Fund - Conservative Growth ₹19.2668
↓ -0.03
₹129 5,000 3.60.90.69.510.40.8
ICICI Prudential Child Care Plan (Gift) Growth ₹134.65
↓ -1.67
₹604 5,000 31.2-212.615.4-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Top 5 Gold Funds 2019 - 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Invesco India Gold Fund Growth ₹10.0348
↓ -0.03
₹121.67.36.611.10.46.6
Aditya Birla Sun Life Gold Fund Growth ₹10.3463
↑ 0.00
₹572.13.46.86.40.56.8
Reliance Gold Savings Fund Growth ₹13.5354
↓ -0.08
₹6080.97.56.15.706
SBI Gold Fund Growth ₹10.1991
↓ -0.05
₹3041.78.16.65.80.36.4
Kotak Gold Fund Growth ₹13.4541
↓ -0.05
₹1311.58.77.66.10.27.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

Best Mutual Funds Based on 1 Month Performance

1. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6.8% since its launch.  Ranked 1 in Global category.  Return for 2018 was -13.6% , 2017 was 35.5% and 2016 was 7.2% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (18 Jan 19) ₹20.5588 ↑ 0.22   (1.09 %)
Net Assets (Cr) ₹112 on 30 Nov 18
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.87
Information Ratio -0.71
Alpha Ratio -7.99
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹10,918
31 Dec 15₹10,417
31 Dec 16₹11,165
31 Dec 17₹15,126
31 Dec 18₹13,065

Franklin Asian 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Franklin Asian 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 18 Jan 19

DurationReturns
1 Month 6.4%
3 Month 0.9%
6 Month -6.5%
1 Year -12.1%
3 Year 13.4%
5 Year 7.5%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
2011 -1.6%
2010 8.1%
2009 51.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0810.8 Yr.
Srikesh Nair1 Dec 152.92 Yr.

Data below for Franklin Asian Equity Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services29.9%
Technology26.79%
Consumer Cyclical21.38%
Consumer Defensive4.98%
Basic Materials4.51%
Industrials2.49%
Real Estate2.46%
Energy1.69%
Health Care1.6%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Equity96.83%
Other3.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tencent Holdings Ltd (Technology)
Equity, Since 31 Jul 14 | 00700
8%₹9 Cr31,700
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
8%₹9 Cr9,063
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
8%₹8 Cr140,524
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
7%₹8 Cr32,100
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
7%₹8 Cr146,714
Ping An Insurance (Group) Co. of China Ltd H (Financial Services)
Equity, Since 31 Dec 14 | 02318
5%₹5 Cr88,310
↓ -21,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
5%₹5 Cr24,627
Call, Cash & Other Assets
Receivables | -
3%₹3 Cr
Ctrip.com International Ltd ADR (Consumer Cyclical)
Equity, Since 31 Aug 14 | CTRP
3%₹3 Cr16,638
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹2 Cr195,429

2. Principal Global Opportunities Fund

The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund.

Principal Global Opportunities Fund is a Equity - Global fund was launched on 29 Mar 04. It is a fund with High risk and has given a CAGR/Annualized return of 6.9% since its launch.  Ranked 8 in Global category.  Return for 2018 was -15.5% , 2017 was 30.9% and 2016 was 10.1% .

Below is the key information for Principal Global Opportunities Fund

Principal Global Opportunities Fund
Growth
Launch Date 29 Mar 04
NAV (18 Jan 19) ₹26.7778 ↑ 0.05   (0.18 %)
Net Assets (Cr) ₹15 on 30 Nov 18
Category Equity - Global
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk High
Expense Ratio 1
Sharpe Ratio -0.38
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 2,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹9,738
31 Dec 15₹8,798
31 Dec 16₹9,685
31 Dec 17₹12,679
31 Dec 18₹10,719

Principal Global 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Principal Global 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 18 Jan 19

DurationReturns
1 Month 6%
3 Month -10.2%
6 Month -12.1%
1 Year -12.7%
3 Year 13.4%
5 Year 4.1%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -15.5%
2017 30.9%
2016 10.1%
2015 -9.6%
2014 -2.6%
2013 5.4%
2012 21.5%
2011 -2.6%
2010 11.5%
2009 62.5%
Fund Manager information for Principal Global Opportunities Fund
NameSinceTenure
Rajat Jain1 Oct 0513.09 Yr.

Data below for Principal Global Opportunities Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Industrials22.84%
Technology18.04%
Consumer Cyclical15.81%
Financial Services11.78%
Basic Materials10.62%
Consumer Defensive7.75%
Health Care7.33%
Real Estate2.61%
Energy1.22%
Communication Services0.68%
Utility0.36%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity99.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Principal Origin Glb Smlr Coms I Acc USD
Investment Fund | -
100%₹14 Cr143,664
Net Receivable / Payable
Receivables | -
3%₹0 Cr
Treps 01-Jan-2019
CBLO/Reverse Repo | -
3%₹0 Cr
91 DTB 08022019
Sovereign Bonds | -
0%₹0 Cr1,000

3. Invesco India Feeder- Invesco Pan European Equity Fund

(Erstwhile Invesco India Pan European Equity Fund)

To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies. 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 Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a CAGR/Annualized return of 0.9% since its launch.  Ranked 20 in Global category.  Return for 2018 was -11.2% , 2017 was 14.8% and 2016 was -0.2% .

Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund

Invesco India Feeder- Invesco Pan European Equity Fund
Growth
Launch Date 31 Jan 14
NAV (18 Jan 19) ₹10.4537 ↑ 0.19   (1.85 %)
Net Assets (Cr) ₹27 on 30 Nov 18
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 1.4
Sharpe Ratio -0.5
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.

DateValue
31 Dec 14₹9,452
31 Dec 15₹9,509
31 Dec 16₹9,485
31 Dec 17₹10,889
31 Dec 18₹9,674

Invesco India Feeder- Invesco Pan European 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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Invesco India Feeder- Invesco Pan European 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 18 Jan 19

DurationReturns
1 Month 5.9%
3 Month -9.2%
6 Month -8.1%
1 Year -8.8%
3 Year 6.6%
5 Year
10 Year
15 Year
Since launch 0.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.2%
2017 14.8%
2016 -0.2%
2015 0.6%
2014
2013
2012
2011
2010
2009
Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
NameSinceTenure
Neelesh Dhamnasker31 Jan 144.75 Yr.

Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services23.67%
Energy15.9%
Industrials12.92%
Basic Materials10.45%
Communication Services9.42%
Technology7.42%
Health Care6.61%
Consumer Defensive5.07%
Consumer Cyclical4.65%
Real Estate0.95%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity97.05%
Debt0.23%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Pan European Equity C EUR Acc
Investment Fund | -
98%₹25 Cr158,641
Triparty Repo
CBLO/Reverse Repo | -
2%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

4. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

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 CAGR/Annualized return of 8.7% since its launch.  Ranked 25 in Global category.  Return for 2018 was -8.1% , 2017 was 6.3% and 2016 was 10% .

Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth
Launch Date 7 Nov 08
NAV (18 Jan 19) ₹23.3069 ↑ 0.48   (2.08 %)
Net Assets (Cr) ₹7 on 30 Nov 18
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.78
Sharpe Ratio -0.19
Information Ratio -0.95
Alpha Ratio -2.57
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹10,675
31 Dec 15₹10,025
31 Dec 16₹11,025
31 Dec 17₹11,717
31 Dec 18₹10,771

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month 5.7%
3 Month -9%
6 Month 0.9%
1 Year -2.1%
3 Year 8%
5 Year 3.4%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.1%
2017 6.3%
2016 10%
2015 -6.1%
2014 6.8%
2013 12.8%
2012 15.5%
2011 -13.5%
2010 16.3%
2009 49.7%
Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
NameSinceTenure
Milind Bafna26 Aug 153.19 Yr.

Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Nov 18

Equity Sector Allocation
SectorValue
Consumer Defensive47.83%
Basic Materials30.08%
Industrials12.13%
Asset Allocation
Asset ClassValue
Cash10.81%
Equity90.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
11%₹1 Cr
Nutrien Ltd (Basic Materials)
Equity, Since 31 Jan 18 | NTR
9%₹1 Cr1,643
Archer-Daniels Midland Co (Consumer Defensive)
Equity, Since 31 Jul 13 | ADM
8%₹0 Cr1,740
Bunge Ltd (Consumer Defensive)
Equity, Since 31 Oct 12 | BG
8%₹0 Cr1,320
CF Industries Holdings Inc (Basic Materials)
Equity, Since 31 Aug 12 | CF
8%₹0 Cr1,600
Associated British Foods PLC (Consumer Defensive)
Equity, Since 31 Jul 13 | ABF
7%₹0 Cr2,400
Tyson Foods Inc Class A (Consumer Defensive)
Equity, Since 31 Jul 13 | TSN
7%₹0 Cr1,190
Deere & Co (Industrials)
Equity, Since 28 Feb 09 | DE
7%₹0 Cr400
Kubota Corp (Industrials)
Equity, Since 31 Aug 13 | 6326
6%₹0 Cr3,500
Mowi ASA (Consumer Defensive)
Equity, Since 31 Aug 13 | MOWI
5%₹0 Cr1,900

5. Invesco India Feeder- Invesco Global Equity Income Fund

(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 CAGR/Annualized return of 4.4% since its launch.  Ranked 12 in Global category.  Return for 2018 was -7.5% , 2017 was 13.2% and 2016 was 2.6% .

Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund

Invesco India Feeder- Invesco Global Equity Income Fund
Growth
Launch Date 5 May 14
NAV (18 Jan 19) ₹12.2632 ↑ 0.17   (1.41 %)
Net Assets (Cr) ₹6 on 30 Nov 18
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 1.72
Sharpe Ratio -0.24
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.

DateValue
31 Dec 14₹10,064
31 Dec 15₹10,471
31 Dec 16₹10,747
31 Dec 17₹12,162
31 Dec 18₹11,252

Invesco India Feeder- Invesco Global 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Invesco India Feeder- Invesco Global 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 18 Jan 19

DurationReturns
1 Month 5.5%
3 Month -7.3%
6 Month -4.9%
1 Year -4.5%
3 Year 7.6%
5 Year
10 Year
15 Year
Since launch 4.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.5%
2017 13.2%
2016 2.6%
2015 4%
2014
2013
2012
2011
2010
2009
Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
NameSinceTenure
Neelesh Dhamnasker5 May 144.49 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services24.58%
Energy15.24%
Health Care12.66%
Consumer Cyclical11.04%
Industrials10.67%
Technology6.78%
Consumer Defensive6.7%
Communication Services5.74%
Basic Materials3.06%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.46%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
96%₹6 Cr11,279
↑ 320
Triparty Repo
CBLO/Reverse Repo | -
3%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
1%₹0 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 and too large, can hinder a fund’s performance. Less AUM (Asset Under Management) 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 (Asset Under Management) is approximately 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 and see if the fund is able to beat the benchmark or not.

3. Total Expense Ratio

Investors who want to make Mutual Fund Investments 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 which 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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