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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 ₹88.993
↓ -0.25 ₹39,677 13.8 2.1 10.4 22.2 27.9 18.2 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 DSP BlackRock TOP 100 Equity Growth ₹471.348
↓ -1.72 ₹5,611 11.8 3.2 16 20.5 22.3 20.5 ICICI Prudential Bluechip Fund Growth ₹108.55
↓ -0.35 ₹68,034 12.7 2.5 11.1 19.9 24.8 16.9 HDFC Top 100 Fund Growth ₹1,119.96
↓ -3.78 ₹37,315 10.2 0.3 6.9 18.4 24.3 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹99.7102
↓ -0.43 ₹27,780 12.4 -8 19.6 31.9 38 57.1 Edelweiss Mid Cap Fund Growth ₹97.844
↓ -0.19 ₹9,242 18 -1.5 17 27.7 34 38.9 ICICI Prudential MidCap Fund Growth ₹287.02
↓ -0.35 ₹5,932 19 0.6 8.6 24 32.1 27 SBI Magnum Mid Cap Fund Growth ₹232.872
↓ -0.77 ₹21,512 13.4 -0.2 8.9 20.4 31.8 20.3 Kotak Emerging Equity Scheme Growth ₹129.31
↓ -0.39 ₹49,646 18.9 -2.6 11.5 23.5 31.7 33.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹79.9217
↑ 0.12 ₹14,737 19.1 -9.5 4.6 23.8 37.1 28.5 HDFC Small Cap Fund Growth ₹134.994
↓ -0.02 ₹30,880 18.6 -3.5 9.9 26 37 20.4 Franklin India Smaller Companies Fund Growth ₹170.502
↓ -0.39 ₹12,530 19 -5.2 4.8 27.3 36.9 23.2 ICICI Prudential Smallcap Fund Growth ₹85.54
↑ 0.07 ₹7,605 18.6 -2.5 5.8 20.5 35.8 15.6 Kotak Small Cap Fund Growth ₹257.772
↑ 0.15 ₹15,867 17.9 -6.6 7.6 19.1 35.3 25.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹294.637
↑ 0.10 ₹40,261 17.5 1.1 10.1 27.2 34.7 25.8 JM Multicap Fund Growth ₹96.6459
↓ -0.11 ₹5,625 11.7 -6.6 2.8 25.6 28.2 33.3 HDFC Equity Fund Growth ₹1,946.11
↓ -6.34 ₹74,105 12.2 3.3 15.2 25 31.3 23.5 Motilal Oswal Multicap 35 Fund Growth ₹59.9783
↓ -0.29 ₹12,418 13.7 -3.6 18.7 24.4 23 45.7 ICICI Prudential Multicap Fund Growth ₹785.14
↓ -2.12 ₹14,505 14.2 0.6 11.8 23.4 27.7 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹51.8518
↑ 0.37 ₹3,897 25.5 -3.2 17.3 28.7 29.1 47.7 SBI Magnum Tax Gain Fund Growth ₹433.364
↑ 0.10 ₹28,506 12.5 0.6 10.6 27.2 29.7 27.7 HDFC Tax Saver Fund Growth ₹1,384.72
↓ -6.08 ₹16,232 12.8 3.2 12.7 24.1 28.4 21.3 DSP BlackRock Tax Saver Fund Growth ₹138.042
↓ -0.81 ₹16,638 13.6 0.8 13.2 21.8 27.2 23.9 L&T Tax Advantage Fund Growth ₹132.135
↑ 0.04 ₹3,917 16.3 -1.9 11.8 21.7 24.5 33 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹64.2
↓ -0.30 ₹1,281 30.1 2.1 -1 36.1 31.5 25.6 SBI PSU Fund Growth ₹31.9001
↓ -0.04 ₹5,035 20.4 -0.4 -0.4 35.1 32.7 23.5 HDFC Infrastructure Fund Growth ₹47.356
↓ -0.10 ₹2,392 19.6 0.3 6 33.5 37.8 23 Franklin India Opportunities Fund Growth ₹245.789
↑ 0.01 ₹6,485 15.5 -2 9.5 33 32.8 37.3 Nippon India Power and Infra Fund Growth ₹343.205
↓ -2.29 ₹7,026 20.8 -3.6 0.2 32.9 36 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹97.9424
↑ 0.40 ₹1,036 16.4 -3.4 4.2 27.1 30.1 25.1 L&T India Value Fund Growth ₹107.231
↓ -0.12 ₹13,095 18 -1.1 8.6 26 30.5 25.9 Nippon India Value Fund Growth ₹222.114
↓ -1.08 ₹8,383 13.1 -0.2 9.5 24.5 30.5 22.3 ICICI Prudential Value Discovery Fund Growth ₹464.06
↑ 1.78 ₹51,112 12.4 3.8 14.5 23.8 29.7 20 Aditya Birla Sun Life Pure Value Fund Growth ₹123.259
↓ -0.42 ₹5,826 16.3 -3.6 8.3 23.1 27.8 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹225.474
↓ -0.81 ₹18,560 11.7 3.1 15.4 25.1 31.2 24 ICICI Prudential Focused Equity Fund Growth ₹89.6
↓ -0.27 ₹11,019 16.3 4.5 15.6 23.9 27.3 26.5 DSP BlackRock Focus Fund Growth ₹54.132
↓ -0.32 ₹2,471 13.6 1.9 13.8 20.4 22.3 18.5 IIFL Focused Equity Fund Growth ₹46.4557
↓ -0.04 ₹6,961 11.7 -0.6 5.9 19.6 25.3 14.7 Franklin India Focused Equity Fund Growth ₹105.314
↓ -0.12 ₹11,968 11.1 -1.1 7.5 19.1 26.3 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹545.606
↑ 0.13 ₹17,263 2.3 4.2 8.1 7.3 7.9 7.27% 5M 16D 6M 14D ICICI Prudential Ultra Short Term Fund Growth ₹27.5614
↑ 0.01 ₹15,092 2.2 3.9 7.6 7 7.5 7.05% 5M 1D 8M 8D Invesco India Ultra Short Term Fund Growth ₹2,683.81
↑ 0.49 ₹1,130 2.1 3.9 7.5 6.8 7.5 6.88% 5M 6D 5M 18D SBI Magnum Ultra Short Duration Fund Growth ₹5,946.84
↑ 0.95 ₹15,125 2.2 3.9 7.6 7 7.4 6.77% 5M 8D 6M 22D Nippon India Ultra Short Duration Fund Growth ₹4,009.14
↑ 0.75 ₹8,767 2.1 3.8 7.4 6.8 7.2 7.11% 5M 7D 7M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹60.1324
↓ -0.01 ₹20,969 3.4 5 9.3 8 7.8 7.23% 2Y 7M 24D 4Y 4M 20D HDFC Short Term Debt Fund Growth ₹32.0602
↓ 0.00 ₹15,030 3.6 5.3 9.7 7.9 8.3 7.1% 2Y 9M 18D 4Y 2M 5D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.6337
↓ 0.00 ₹8,343 3.5 5.2 9.5 7.7 7.9 7.19% 2Y 10M 13D 3Y 8M 23D Nippon India Short Term Fund Growth ₹52.9138
↑ 0.01 ₹6,692 3.7 5.6 9.9 7.7 8 7.14% 2Y 9M 3Y 7M 13D 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 ₹2,893.24
↑ 0.48 ₹39,069 0.6 1.8 3.6 7.3 7.4 6.53% 1M 11D 1M 14D LIC MF Liquid Fund Growth ₹4,697.61
↑ 0.76 ₹11,041 0.5 1.8 3.5 7.2 7.4 6.46% 1M 8D 1M 8D DSP BlackRock Liquidity Fund Growth ₹3,709.68
↑ 0.61 ₹17,845 0.6 1.8 3.6 7.3 7.4 6.51% 1M 6D 1M 10D Invesco India Liquid Fund Growth ₹3,571.55
↑ 0.58 ₹13,775 0.6 1.8 3.6 7.3 7.4 6.45% 1M 14D 1M 14D ICICI Prudential Liquid Fund Growth ₹384.698
↑ 0.06 ₹53,193 0.6 1.8 3.6 7.2 7.4 6.55% 1M 11D 1M 15D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 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 ₹32.7763
↓ -0.01 ₹10,447 3.5 5.2 9.3 7.9 7.9 6.98% 3Y 2M 26D 5Y 5M 12D Kotak Banking and PSU Debt fund Growth ₹65.6413
↓ -0.03 ₹6,013 4 5.4 9.8 7.8 8 6.97% 3Y 8M 16D 5Y 5M 23D Nippon India Banking & PSU Debt Fund Growth ₹20.8566
↓ -0.01 ₹5,852 4.2 5.6 9.9 7.7 7.9 6.87% 3Y 11M 12D 5Y 4M 13D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹368.28
↓ -0.11 ₹8,826 4 5.5 9.8 7.7 7.9 6.91% 3Y 9M 18D 5Y 7D HDFC Banking and PSU Debt Fund Growth ₹23.1065
↓ 0.00 ₹6,007 4 5.5 9.7 7.6 7.9 6.93% 3Y 11M 1D 5Y 6M 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹49.5378
↑ 0.39 ₹207 11.5 18.7 23.4 14.7 7.8 7.34% 1Y 11M 5D 2Y 7M 17D L&T Credit Risk Fund Growth ₹32.2561
↓ -0.01 ₹670 15.7 17.5 21.8 11.2 7.2 7.44% 2Y 6M 7D 3Y 5M 12D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.2397
↑ 0.01 ₹985 3.5 8.7 17.6 11.2 11.9 8.03% 2Y 4M 24D 3Y 8M 16D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,934.15
↑ 2.55 ₹145 5 7 10.9 9.4 7.3 6.88% 3Y 25D 4Y 2M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 25
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Prime Debt Fund Growth ₹60.2443
↓ -0.01 ₹6,998 4.1 5.7 10.4 8.2 8.4 7.07% 3Y 9M 25D 5Y 11D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.397
↓ -0.05 ₹25,884 3.8 5.5 10.2 8.2 8.5 7.03% 3Y 7M 28D 5Y 2M 12D HDFC Corporate Bond Fund Growth ₹32.7081
↓ -0.01 ₹32,657 4 5.6 10.2 8.2 8.6 7.05% 4Y 2M 19D 6Y 4M 20D ICICI Prudential Corporate Bond Fund Growth ₹29.8411
↓ 0.00 ₹31,133 3.4 5.1 9.5 8.1 8 7.02% 2Y 11M 8D 4Y 10M 17D BNP Paribas Corporate Bond Fund Growth ₹27.603
↓ -0.01 ₹223 4.4 6.1 10.6 7.9 8.3 6.87% 3Y 10M 2D 5Y 2M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 SBI Magnum Gilt Fund Growth ₹67.0102
↓ -0.16 ₹11,954 5.2 6 10.6 9 8.9 6.79% 10Y 7M 2D 25Y 2M 1D ICICI Prudential Gilt Fund Growth ₹103.524
↓ -0.10 ₹7,166 4.6 6 10.5 8.8 8.2 6.65% 5Y 11Y 18D DSP BlackRock Government Securities Fund Growth ₹97.3222
↓ -0.24 ₹1,737 5.4 6 10.9 8.8 10.1 6.8% 10Y 5M 23D 27Y 9M 25D Axis Gilt Fund Growth ₹25.8865
↓ -0.06 ₹836 5.2 5.9 11.1 8.5 10 6.77% 11Y 7D 27Y 3M 29D IDFC Government Securities Fund - Investment Plan Growth ₹35.8138
↓ -0.09 ₹3,106 5.2 5.3 10.2 8.5 10.6 7.02% 11Y 11M 26D 28Y 2M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹117.635
↓ -0.57 ₹802 8.3 -5.2 2.4 22.3 27.6 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.94
↓ -0.07 ₹1,095 17.4 -1.5 9.4 21.9 28.1 25.8 HDFC Balanced Advantage Fund Growth ₹514.747
↓ -0.97 ₹97,461 10.1 2.4 7.8 21.6 26.2 16.7 ICICI Prudential Equity and Debt Fund Growth ₹385.54
↓ -1.19 ₹42,340 10.9 4.8 12.1 20.5 26.7 17.2 ICICI Prudential Multi-Asset Fund Growth ₹747.397
↑ 1.15 ₹57,485 8.5 6.7 12.9 20.4 25.4 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹117.635
↓ -0.57 ₹802 8.3 -5.2 2.4 22.3 27.6 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.94
↓ -0.07 ₹1,095 17.4 -1.5 9.4 21.9 28.1 25.8 ICICI Prudential Equity and Debt Fund Growth ₹385.54
↓ -1.19 ₹42,340 10.9 4.8 12.1 20.5 26.7 17.2 UTI Hybrid Equity Fund Growth ₹399.266
↓ -1.71 ₹6,122 9.6 0.9 12.1 18.4 22.9 19.7 DSP BlackRock Equity and Bond Fund Growth ₹356.897
↓ -1.26 ₹10,829 10.8 3.5 17 18.3 20.1 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹117.635
↓ -0.57 ₹802 8.3 -5.2 2.4 22.3 27.6 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.94
↓ -0.07 ₹1,095 17.4 -1.5 9.4 21.9 28.1 25.8 HDFC Balanced Advantage Fund Growth ₹514.747
↓ -0.97 ₹97,461 10.1 2.4 7.8 21.6 26.2 16.7 ICICI Prudential Equity and Debt Fund Growth ₹385.54
↓ -1.19 ₹42,340 10.9 4.8 12.1 20.5 26.7 17.2 ICICI Prudential Multi-Asset Fund Growth ₹747.397
↑ 1.15 ₹57,485 8.5 6.7 12.9 20.4 25.4 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 25
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Arbitrage Fund Growth ₹31.7331
↑ 0.02 ₹19,675 1.7 3.5 7.1 7 5.5 7.6 Kotak Equity Arbitrage Fund Growth ₹37.2712
↑ 0.02 ₹63,310 1.8 3.6 7.2 7 5.6 7.8 SBI Arbitrage Opportunities Fund Growth ₹33.6137
↑ 0.01 ₹31,895 1.8 3.5 7.1 6.9 5.5 7.5 HDFC Arbitrage Fund Growth ₹30.461
↑ 0.01 ₹19,627 1.7 3.4 7.1 6.8 5.3 7.7 Edelweiss Arbitrage Fund Growth ₹19.2726
↑ 0.01 ₹14,307 1.7 3.5 7.1 6.8 5.4 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 25
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Balanced Advantage Fund Growth ₹514.747
↓ -0.97 ₹97,461 10.1 2.4 7.8 21.6 26.2 16.7 Axis Dynamic Equity Fund Growth ₹20.84 ₹2,935 7.9 2.3 12.3 15 14.7 17.5 Invesco India Dynamic Equity Fund Growth ₹52.87
↓ -0.08 ₹943 7.8 -0.3 8.2 14.3 14.4 15.9 ICICI Prudential Balanced Advantage Fund Growth ₹72.79
↓ -0.08 ₹62,528 8.5 4.9 11.4 13.8 16.8 12.3 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹104.81
↓ -0.35 ₹7,533 10.1 4.2 11.8 13.8 16.2 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 25
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹747.397
↑ 1.15 ₹57,485 8.5 6.7 12.9 20.4 25.4 16.1 UTI Multi Asset Fund Growth ₹72.9618
↓ -0.05 ₹5,517 8.9 2.2 9.4 20.3 18.2 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹62.47
↓ -0.03 ₹2,612 10.9 2.9 12.2 18.8 22.2 20.2 SBI Multi Asset Allocation Fund Growth ₹58.0895
↓ -0.05 ₹7,976 8.7 4.6 10.6 16.7 15.5 12.8 HDFC Multi-Asset Fund Growth ₹70.424
↓ -0.09 ₹4,034 8.6 4.6 11.9 14.7 18.7 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 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 ₹32.4309
↑ 0.02 ₹649 6.7 -1.9 8.1 12.6 15.2 24 Principal Equity Savings Fund Growth ₹69.8961
↓ -0.05 ₹1,004 6.3 3.6 10.1 12.2 14.7 12.6 SBI Equity Savings Fund Growth ₹23.6664
↑ 0.02 ₹5,443 7.6 2 8.8 11.8 13.6 12 Kotak Equity Savings Fund Growth ₹25.7353
↓ 0.00 ₹8,190 6.6 1.4 7.4 11.6 12.6 11.7 Edelweiss Equity Savings Fund Growth ₹24.7841
↑ 0.00 ₹598 5.1 4 9.9 11.1 11.6 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 ₹50.049
↓ -0.16 ₹6,244 12.9 0.9 9.6 21.6 29 18 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.433
↓ -0.03 ₹1,608 10.8 1.3 9.6 17.2 21.1 14 ICICI Prudential Child Care Plan (Gift) Growth ₹315.95
↓ -1.39 ₹1,300 13.8 2 7.9 19.2 21 16.9 Tata Retirement Savings Fund - Progressive Growth ₹64.7744
↑ 0.26 ₹1,978 15.4 -1.8 10.9 17.8 19.8 21.7 Tata Retirement Savings Fund-Moderate Growth ₹63.7135
↑ 0.21 ₹2,067 13.3 -0.7 11.7 16.4 18.2 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Gold Fund Growth ₹28.0754
↑ 0.15 ₹3,931 11.6 23.6 30.4 21.7 14.1 19.6 IDBI Gold Fund Growth ₹24.955
↑ 0.08 ₹125 11.4 23.4 29.8 21.6 11.6 18.7 ICICI Prudential Regular Gold Savings Fund Growth ₹29.7556
↑ 0.21 ₹2,057 11.7 23.6 30.5 21.6 13.8 19.5 Invesco India Gold Fund Growth ₹27.2267
↑ 0.25 ₹142 11.9 23.5 29.7 21.5 13.8 18.8 HDFC Gold Fund Growth ₹28.7269
↑ 0.20 ₹3,871 12.2 23.6 30.5 21.5 13.9 18.9 Nippon India Gold Savings Fund Growth ₹36.7208
↑ 0.18 ₹2,959 11.7 23.4 30.4 21.4 13.7 19 Aditya Birla Sun Life Gold Fund Growth ₹27.8141
↑ 0.10 ₹601 11.4 23 29.2 21.4 13.8 18.7 Axis Gold Fund Growth ₹27.9507
↑ 0.14 ₹1,033 11.6 23.2 29.2 21.3 14 19.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 May 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 (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a Below is the key information for LIC MF Infrastructure Fund 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 BGF – USFEF. 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. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a Below is the key information for DSP BlackRock US Flexible Equity Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused 25 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Focused 25 Fund is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Focused 25 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 Santosh Kamath 31 Jan 02 23.26 Yr. Kunal Agrawal 31 Jan 02 23.26 Yr. Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 100% Debt Sector Allocation
Sector Value Cash Equivalent 100% Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity Call, Cash & Other Assets
CBLO | -100% ₹13 Cr 2. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (30 May 25) ₹193.355 ↑ 0.92 (0.48 %) Net Assets (Cr) ₹14,258 on 30 Apr 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio -0.19 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 ₹20,845 31 May 22 ₹24,582 31 May 23 ₹28,311 31 May 24 ₹38,905 31 May 25 ₹45,208 Returns for DSP BlackRock Small 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 14.1% 3 Month 21.5% 6 Month -2.4% 1 Year 16.4% 3 Year 22.6% 5 Year 35.2% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.87 Yr. Resham Jain 16 Mar 18 7.13 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 32.33% Basic Materials 19.58% Industrials 14.24% Health Care 9.19% Consumer Defensive 8.11% Financial Services 5.33% Technology 3.57% Communication Services 0.88% Utility 0.16% Asset Allocation
Asset Class Value Cash 6.61% Equity 93.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321444% ₹508 Cr 5,839,689
↓ -660,311 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹507 Cr 7,800,000
↓ -137,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹444 Cr 1,600,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹434 Cr 3,750,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT3% ₹379 Cr 3,000,000
↑ 50,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327833% ₹370 Cr 9,700,000
↑ 112,295 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹354 Cr 9,200,000 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT2% ₹348 Cr 9,260,495 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹339 Cr 2,254,904 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH2% ₹332 Cr 6,150,000 3. LIC MF Infrastructure Fund
CAGR/Annualized return of 9.7% since its launch. Return for 2024 was 47.8% , 2023 was 44.4% and 2022 was 7.9% . LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (30 May 25) ₹49.152 ↓ -0.19 (-0.39 %) Net Assets (Cr) ₹887 on 30 Apr 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio 0.03 Information Ratio 0.32 Alpha Ratio 3.02 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,695 31 May 22 ₹19,648 31 May 23 ₹22,758 31 May 24 ₹40,600 31 May 25 ₹44,117 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 12.8% 3 Month 26.3% 6 Month -3.7% 1 Year 9.8% 3 Year 31.2% 5 Year 34.6% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% 2015 -6.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 4.62 Yr. Mahesh Bendre 1 Jul 24 0.83 Yr. Data below for LIC MF Infrastructure Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 57.02% Basic Materials 9.14% Consumer Cyclical 8.07% Utility 7.19% Financial Services 6.17% Real Estate 3.11% Technology 2.31% Communication Services 2.26% Health Care 0.51% Energy 0.44% Asset Allocation
Asset Class Value Cash 3.8% Equity 96.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹34 Cr 408,127 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹30 Cr 94,287 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹28 Cr 724,927 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 24 | 5001033% ₹24 Cr 1,062,199
↑ 79,197 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹24 Cr 571,332 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 22 | POWERINDIA3% ₹23 Cr 15,928
↑ 2,851 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹22 Cr 537,216
↑ 46,853 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 23 | HAL2% ₹22 Cr 49,106
↑ 3,972 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 23 | TDPOWERSYS2% ₹21 Cr 476,469 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 5222752% ₹20 Cr 126,914 4. DSP BlackRock US Flexible Equity Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (28 May 25) ₹59.1152 ↑ 0.75 (1.29 %) Net Assets (Cr) ₹765 on 30 Apr 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio -0.42 Information Ratio -1.27 Alpha Ratio -12.52 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 ₹13,949 31 May 22 ₹14,457 31 May 23 ₹15,546 31 May 24 ₹18,855 31 May 25 ₹20,914 Returns for DSP BlackRock US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 12.7% 3 Month 1.4% 6 Month 4.5% 1 Year 10.6% 3 Year 13.5% 5 Year 15.9% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.8% 2023 22% 2022 -5.9% 2021 24.2% 2020 22.6% 2019 27.5% 2018 -1.1% 2017 15.5% 2016 9.8% 2015 2.5% Fund Manager information for DSP BlackRock US Flexible Equity Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.17 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Technology 26.52% Financial Services 18.26% Health Care 15.37% Communication Services 14.19% Consumer Cyclical 9.52% Industrials 6.13% Basic Materials 3.76% Energy 3.54% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.69% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -99% ₹779 Cr 2,066,620 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹10 Cr Net Receivables/Payables
Net Current Assets | -0% -₹3 Cr 5. Motilal Oswal Focused 25 Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 28 in Focused category. Return for 2024 was 13.6% , 2023 was 18.8% and 2022 was 2% . Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (30 May 25) ₹43.3955 ↑ 0.55 (1.29 %) Net Assets (Cr) ₹1,399 on 30 Apr 25 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.59 Information Ratio -0.93 Alpha Ratio -14.34 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 ₹15,331 31 May 22 ₹15,136 31 May 23 ₹16,874 31 May 24 ₹21,007 31 May 25 ₹21,349 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 12.4% 3 Month 22.5% 6 Month -5.2% 1 Year 2.5% 3 Year 12.1% 5 Year 16.4% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.6% 2023 18.8% 2022 2% 2021 14.6% 2020 17.3% 2019 17.1% 2018 -4.2% 2017 32.2% 2016 2.8% 2015 5.9% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.58 Yr. Rakesh Shetty 22 Nov 22 2.44 Yr. Atul Mehra 1 Oct 24 0.58 Yr. Sunil Sawant 1 Jul 24 0.83 Yr. Data below for Motilal Oswal Focused 25 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 30.23% Financial Services 25.68% Technology 16.26% Consumer Cyclical 12.52% Health Care 6.01% Consumer Defensive 4.72% Basic Materials 2.88% Asset Allocation
Asset Class Value Cash 1.71% Equity 98.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5003029% ₹126 Cr 1,300,249 Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE9% ₹120 Cr 5,678,060 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA7% ₹101 Cr 80,638 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 25 | BDL6% ₹88 Cr 575,353
↑ 251,433 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433966% ₹85 Cr 982,077 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | RADICO5% ₹66 Cr 269,025
↑ 5,000 Inox Wind Ltd (Industrials)
Equity, Since 31 Mar 25 | INOXWIND4% ₹53 Cr 3,116,610
↑ 853,948 Suzlon Energy Ltd (Industrials)
Equity, Since 28 Feb 25 | SUZLON4% ₹53 Cr 9,320,333
↑ 2,359,214 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE4% ₹52 Cr 318,723
↑ 85,869 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 24 | DIXON4% ₹49 Cr 30,000
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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:
1. Scheme Asset Size
Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small or too large, can hinder a fund’s performance. Less Asset Under Management ( AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately the same as the category.
2. Fund Performance
To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period to check if the fund is able to beat the benchmark.
3. Total Expense Ratio
Investors who want to make investments in mutual funds have to bear certain charges like management fees, operation costs, etc., charged by the Asset Management Company (AMC). Many times, investors go for a fund that has a lower expense ratio, but it is something that should not supersede other important factors such as fund performance, etc.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Excellent Very helpful for seclecting top most mutual funds for Investment
Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
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