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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2022 - 2023
- Best Debt Funds 2022 - 2023
- Best Hybrid Funds 2022 - 2023
- Top 5 Gold Funds 2022 - 2023
- 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 2022 - 2023
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 2022 - 2023
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 (%) 2021 (%) IDBI India Top 100 Equity Fund Growth ₹36.32
↑ 0.94 ₹574 -6.3 -9.6 10.9 14.8 9.9 31.2 Canara Robeco Bluechip Equity Fund Growth ₹37.78
↑ 0.87 ₹6,716 -7.8 -11 6 14.6 12.9 24.5 Kotak Bluechip Fund Growth ₹342.086
↑ 7.35 ₹4,162 -6.7 -11 7.3 13.3 11.1 27.7 BNP Paribas Large Cap Fund Growth ₹129.444
↑ 3.28 ₹1,281 -6.3 -9.4 8 13.1 10.8 22.1 ICICI Prudential Bluechip Fund Growth ₹61.42
↑ 1.49 ₹31,235 -6.1 -7.8 11.8 12.8 11.7 29.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Axis Mid Cap Fund Growth ₹61.23
↑ 0.81 ₹17,679 -6.1 -15 7.9 19.4 16.7 39.9 PGIM India Midcap Opportunities Fund Growth ₹39.09
↑ 0.65 ₹5,012 -6.7 -11.7 15 30.1 15.9 63.8 Edelweiss Mid Cap Fund Growth ₹46.428
↑ 0.89 ₹1,959 -3.7 -10.2 10.8 21.4 13.6 50.3 Kotak Emerging Equity Scheme Growth ₹67.789
↑ 1.08 ₹19,303 -2.8 -7.5 13.2 21.2 13.5 47.3 Invesco India Mid Cap Fund Growth ₹78.98
↑ 1.61 ₹2,273 -6.2 -11.8 9.8 18.5 13.1 43.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) SBI Small Cap Fund Growth ₹99.5833
↑ 1.21 ₹12,098 -2.2 -6 15.1 25.2 18.2 47.6 Nippon India Small Cap Fund Growth ₹79.357
↑ 1.29 ₹19,768 -3.9 -6 20.5 26.2 16.5 74.3 Kotak Small Cap Fund Growth ₹152.888
↑ 2.31 ₹7,385 -4.2 -10.2 19.1 30.2 16.3 70.9 ICICI Prudential Smallcap Fund Growth ₹48.42
↑ 0.75 ₹3,620 -1.1 -7.3 23 25 13.5 61 HDFC Small Cap Fund Growth ₹67.317
↑ 1.12 ₹12,956 -5.7 -9.2 13.6 16.7 13.2 64.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Parag Parikh Long Term Equity Fund Growth ₹45.2887
↑ 0.56 ₹21,907 -6.5 -12.2 11.7 22.1 17.8 45.5 Mahindra Badhat Yojana Growth ₹19.2081
↑ 0.49 ₹1,151 -4.1 -9.3 15.9 20.7 13.9 50.8 PGIM India Diversified Equity Fund Growth ₹23.38
↑ 0.54 ₹4,180 -8.8 -14.7 6.5 20.2 13.7 43.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Baroda Pioneer Multi Cap Fund Growth ₹155.489
↑ 4.07 ₹1,672 -7.5 -12.1 14.6 16.6 11.1 47.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹88.42
↑ 1.66 ₹596 -7.3 -14.2 7 20.5 14.8 41.5 Mirae Asset Tax Saver Fund Growth ₹28.616
↑ 0.65 ₹11,963 -6.2 -10.3 8.5 17.5 15.1 35.3 IDFC Tax Advantage (ELSS) Fund Growth ₹90.96
↑ 2.33 ₹3,742 -5 -6.9 12.8 17.4 13.5 49.2 Canara Robeco Equity Tax Saver Growth ₹104.52
↑ 2.15 ₹3,628 -8.4 -12.3 7.2 16.7 14.2 35.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Technology Fund Growth ₹132.65
↑ 2.18 ₹8,478 -13.5 -19.7 17.6 31.7 27 75.7 Aditya Birla Sun Life Digital India Fund Growth ₹113.37
↑ 1.77 ₹3,161 -13.7 -18.2 12.5 29.5 26.3 70.5 TATA Digital India Fund Growth ₹31.0293
↑ 0.47 ₹5,584 -14.1 -19.6 16.1 27.3 27.2 74.4 SBI Technology Opportunities Fund Growth ₹129.599
↑ 2.01 ₹2,432 -11.9 -18.1 15.9 26.3 24 66.4 TATA Resources & Energy Fund Growth ₹27.7053
↑ 0.57 ₹224 -2.1 -2.9 10.1 25 14.1 46.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Value Discovery Fund Growth ₹245.32
↑ 4.57 ₹23,527 -2.8 -0.8 19.2 19.1 12.8 38.5 IDFC Sterling Value Fund Growth ₹84.05
↑ 1.85 ₹4,636 -4.1 -3.7 18.2 18.5 12.3 64.5 Templeton India Value Fund Growth ₹384.626
↑ 8.19 ₹652 -4 -6.7 17.7 15.5 10 44.5 Nippon India Value Fund Growth ₹113.261
↑ 2.64 ₹4,389 -5.9 -9 12.3 15.1 11.7 39.4 UTI Value Opportunities Fund Growth ₹91.6313
↑ 1.97 ₹6,462 -7 -10.6 7.7 14.5 11.7 30.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) IIFL Focused Equity Fund Growth ₹26.6405
↑ 0.58 ₹2,835 -9.9 -14.3 9.2 17.4 14.8 36.4 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Principal Focused Multicap Fund Growth ₹98.053
↑ 2.14 ₹686 -8.9 -13.4 5.7 15 12.1 33.7 Nippon India Focused Equity Fund Growth ₹72.4807
↑ 1.71 ₹5,837 -5.4 -8.9 11.5 14.6 11 36.6 ICICI Prudential Focused Equity Fund Growth ₹45.56
↑ 1.09 ₹3,091 -6.2 -9.5 10.6 14.6 11 36.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Best Debt Funds 2022 - 2023
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 (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Ultra Short Duration Fund Growth ₹3,288.19
↑ 0.53 ₹4,985 0.7 1.7 7.3 4.2 7.8 5.04% 4M 22D 5M 21D UTI Ultra Short Term Fund Growth ₹3,464.8
↑ 0.16 ₹2,506 0.5 1.4 5.8 4.3 6.1 4.65% 4M 15D 4M 20D ICICI Prudential Ultra Short Term Fund Growth ₹22.4725
↑ 0.00 ₹13,266 0.7 1.6 3.6 5.6 4 4.61% 3M 4D 3M 25D Aditya Birla Sun Life Savings Fund Growth ₹441.001
↑ 0.06 ₹16,109 0.6 1.7 3.7 5.7 3.9 5.04% 5M 26D 6M SBI Magnum Ultra Short Duration Fund Growth ₹4,848.9
↑ 0.33 ₹14,029 0.5 1.5 3.2 5 3.4 4.54% 5M 5D 5M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Short Term Debt Fund Growth ₹25.4994
↓ 0.00 ₹14,549 -0.4 0.3 2.6 7 3.9 5.69% 1Y 9M 2Y 10M 2D ICICI Prudential Short Term Fund Growth ₹47.6618
↓ -0.03 ₹16,623 0.1 0.5 2.8 7 3.9 5.74% 1Y 5M 23D 4Y 4D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹38.1091
↓ 0.00 ₹8,484 0.1 0.9 3.1 7 3.8 5.94% 1Y 4M 28D 2Y 1M 6D Axis Short Term Fund Growth ₹24.7637
↓ 0.00 ₹10,086 -0.2 0.6 2.7 6.7 3.5 5.5% 1Y 9M 4D 2Y 7M 6D Nippon India Short Term Fund Growth ₹42.3539 ₹8,160 -0.7 0.3 2.6 6.6 4.4 5.8% 1Y 7M 28D 1Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Baroda Pioneer Liquid Fund Growth ₹2,443.19
↑ 0.30 ₹6,205 0.3 0.9 1.8 3.5 3.3 4.21% 1M 2D 1M 2D Axis Liquid Fund Growth ₹2,361.02
↑ 0.32 ₹28,934 0.3 0.9 1.8 3.4 3.3 3.88% 1M 12D 1M 13D UTI Liquid Cash Plan Growth ₹3,482.89
↑ 0.45 ₹30,885 0.3 0.9 1.7 3.4 3.3 4.04% 1M 6D 1M 6D SBI Liquid Fund Growth ₹3,325.69
↑ 0.43 ₹57,937 0.3 0.8 1.7 3.4 3.3 4.05% 1M 10D 1M 10D Aditya Birla Sun Life Liquid Fund Growth ₹341.951
↑ 0.04 ₹32,899 0.2 0.8 1.7 3.4 3.3 4.15% 1M 13D 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 May 22
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDFC Banking & PSU Debt Fund Growth ₹19.9179
↑ 0.00 ₹16,831 -0.1 0.8 2.6 7.2 3.4 5.06% 10M 17D 11M 16D Kotak Banking and PSU Debt fund Growth ₹52.3515
↓ -0.03 ₹7,845 -0.5 0.2 2.9 7.1 3.9 5.8% 2Y 2M 26D 4Y 11M 1D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹294.697
↓ -0.05 ₹12,063 -0.2 0.6 2.8 7.1 3.6 5.51% 1Y 8M 12D 2Y 6M HDFC Banking and PSU Debt Fund Growth ₹18.5067
↓ 0.00 ₹6,564 -0.3 0.3 2.6 6.9 3.7 5.62% 1Y 11M 3D 3Y 4M 15D ICICI Prudential Banking and PSU Debt Fund Growth ₹26.0954
↓ -0.02 ₹10,510 0.3 0.5 3.3 6.9 4.2 5.77% 2Y 2M 12D 5Y 10M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Regular Savings Fund Growth ₹25.0906
↑ 0.00 ₹8,317 0.1 1.5 4.9 7.8 6.2 7.08% 1Y 8M 26D 2Y 9M 7D HDFC Credit Risk Debt Fund Growth ₹19.2416
↑ 0.01 ₹8,925 -0.7 0.4 3.8 7.8 7 7.2% 2Y 2M 25D 2Y 11M 1D Baroda Pioneer Credit Risk Fund Growth ₹17.6106
↑ 0.01 ₹201 -0.3 1.2 12.3 7.3 19.2 6.31% 1Y 6M 18D 1Y 11M 1D SBI Credit Risk Fund Growth ₹36.0028
↑ 0.00 ₹3,093 0 1 3.9 6.6 5 6.45% 1Y 6M 29D 2Y 5M 16D Franklin India Credit Risk Fund Growth ₹23.546
↑ 0.01 ₹335 4.7 4.8 10.9 6.3 13.8 0% 2Y 10M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity L&T Triple Ace Bond Fund Growth ₹58.179
↑ 0.00 ₹8,681 -2.2 -1.7 1 7.7 3.8 6.99% 4Y 9M 4D 6Y 4M 2D Sundaram Corporate Bond Fund Growth ₹32.4278
↓ 0.00 ₹1,121 -0.1 0.7 2.6 7.4 3.5 5.22% 10M 28D 11M 25D Aditya Birla Sun Life Corporate Bond Fund Growth ₹89.3471
↓ -0.02 ₹17,156 -0.3 0.5 2.8 7.3 4 6.21% 1Y 8M 23D 2Y 7M 6D HDFC Corporate Bond Fund Growth ₹25.793
↓ -0.02 ₹22,737 -0.9 -0.2 2.2 7.1 3.9 6.07% 2Y 6M 27D 4Y 8M 1D ICICI Prudential Corporate Bond Fund Growth ₹23.6091
↓ -0.01 ₹17,711 0.1 0.6 3.1 7 4.1 5.7% 1Y 4M 17D 4Y 5M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Edelweiss Government Securities Fund Growth ₹19.6544
↓ -0.01 ₹109 -1.1 -0.8 1.3 8 4.1 4.98% 2Y 6M 29D 4Y 5M 8D DSP BlackRock Government Securities Fund Growth ₹75.6032
↓ -0.03 ₹412 -0.9 -0.8 1.6 7.9 3.1 4.93% 1Y 9M 7D 2Y 3M 4D SBI Magnum Gilt Fund Growth ₹51.8261
↓ 0.00 ₹3,540 -0.4 0 1.9 7.9 3 5.13% 1Y 5M 23D 1Y 7M 2D ICICI Prudential Gilt Fund Growth ₹80.2844
↓ -0.17 ₹2,327 -0.6 -1.4 2.2 7.7 3.8 5.62% 2Y 5M 5D 9Y 2M 26D Axis Gilt Fund Growth ₹20.2357
↓ -0.02 ₹127 -0.9 -0.8 1.2 7.7 2.4 5.98% 3Y 5M 8D 5Y 7M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Best Hybrid Funds 2022 - 2023
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 (%) 2021 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.09
↑ 0.29 ₹363 -6.1 -9.8 14.1 19.3 12.5 54.5 ICICI Prudential Equity and Debt Fund Growth ₹218.84
↑ 3.36 ₹19,331 -2.1 -0.9 21.9 17.5 13.3 41.7 ICICI Prudential Multi-Asset Fund Growth ₹428.689
↑ 5.29 ₹13,315 0.1 1.9 22.1 17.3 13 34.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Kotak Equity Hybrid Fund Growth ₹38.073
↑ 0.59 ₹2,554 -3.5 -5.6 9.4 15.1 10.7 28.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.09
↑ 0.29 ₹363 -6.1 -9.8 14.1 19.3 12.5 54.5 ICICI Prudential Equity and Debt Fund Growth ₹218.84
↑ 3.36 ₹19,331 -2.1 -0.9 21.9 17.5 13.3 41.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Kotak Equity Hybrid Fund Growth ₹38.073
↑ 0.59 ₹2,554 -3.5 -5.6 9.4 15.1 10.7 28.9 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.09
↑ 0.29 ₹363 -6.1 -9.8 14.1 19.3 12.5 54.5 ICICI Prudential Equity and Debt Fund Growth ₹218.84
↑ 3.36 ₹19,331 -2.1 -0.9 21.9 17.5 13.3 41.7 ICICI Prudential Multi-Asset Fund Growth ₹428.689
↑ 5.29 ₹13,315 0.1 1.9 22.1 17.3 13 34.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Kotak Equity Hybrid Fund Growth ₹38.073
↑ 0.59 ₹2,554 -3.5 -5.6 9.4 15.1 10.7 28.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Edelweiss Arbitrage Fund Growth ₹15.8022
↓ -0.01 ₹6,838 0.8 1.8 4 4.5 5.2 3.8 Kotak Equity Arbitrage Fund Growth ₹30.3968
↓ -0.02 ₹24,648 0.9 1.9 4.1 4.5 5.2 4 L&T Arbitrage Opportunities Fund Growth ₹15.581
↓ -0.01 ₹3,521 0.6 1.6 3.5 4.5 5.1 3.7 Invesco India Arbitrage Fund Growth ₹25.8726
↓ -0.02 ₹1,013 1 2.2 4.1 4.4 5 3.5 UTI Arbitrage Fund Growth ₹28.5771
↓ -0.02 ₹5,613 0.7 1.7 3.8 4.4 5.1 3.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Edelweiss Balanced Advantage Fund Growth ₹34.15
↑ 0.34 ₹8,008 -3.9 -5.7 6.4 12.9 10.5 18.8 HDFC Balanced Advantage Fund Growth ₹282.526
↑ 4.53 ₹43,950 0.2 0.4 14.5 12.2 9.9 26.4 ICICI Prudential Balanced Advantage Fund Growth ₹48.81
↑ 0.43 ₹39,761 -1.1 -1.3 7.9 10.9 9.7 15.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹70.15
↑ 0.76 ₹6,537 -2.8 -4.7 4.2 9.7 7.7 13.4 Nippon India Balanced Advantage Fund Growth ₹117.589
↑ 1.14 ₹6,017 -2 -4 5.5 8.7 8 15.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Multi-Asset Fund Growth ₹428.689
↑ 5.29 ₹13,315 0.1 1.9 22.1 17.3 13 34.7 Edelweiss Multi Asset Allocation Fund Growth ₹36.77
↑ 0.68 ₹205 -3.7 -4.3 11.5 13 10.7 27.1 HDFC Multi-Asset Fund Growth ₹45.996
↑ 0.61 ₹1,517 -2.2 -4.8 8.4 12.9 9.4 17.9 Axis Triple Advantage Fund Growth ₹27.6242
↑ 0.41 ₹1,722 -7.7 -12.7 4.1 12.3 10.2 22.8 SBI Multi Asset Allocation Fund Growth ₹36.4713
↑ 0.28 ₹541 -2 -3.2 5.1 11.4 8.4 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Principal Equity Savings Fund Growth ₹48.917
↑ 0.42 ₹360 -2.4 -3.6 9.9 10.8 8.5 18.2 SBI Equity Savings Fund Growth ₹16.9279
↑ 0.15 ₹2,362 -2.3 -2.8 5.7 9 7.6 13.2 Kotak Equity Savings Fund Growth ₹18.3688
↑ 0.10 ₹1,854 -0.2 -0.4 8.5 8.8 8.3 11.1 Edelweiss Equity Savings Fund Growth ₹17.9122
↑ 0.09 ₹324 -1.6 -2.9 5.6 8.6 8.2 11.7 HDFC Equity Savings Fund Growth ₹47.314
↑ 0.42 ₹2,579 -1.5 -1.6 7.7 8.6 7.5 16.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹27.575
↑ 0.53 ₹2,163 -2.1 -6.5 15.1 17.9 13.4 42.5 Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹18.4836
↑ 0.24 ₹695 -8 -12.1 6.2 11.7 10.5 26.7 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹23.468
↑ 0.37 ₹806 -3.5 -8.5 5.5 11.8 10.5 24.6 Tata Retirement Savings Fund - Progressive Growth ₹38.6485
↑ 0.78 ₹1,194 -6.1 -13.7 3.1 9.8 9.2 23.3 Tata Retirement Savings Fund-Moderate Growth ₹39.4963
↑ 0.68 ₹1,568 -5.2 -11.1 4.2 9.2 8.7 20.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Top 5 Gold Funds 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Kotak Gold Fund Growth ₹20.8027
↑ 0.30 ₹1,296 2.5 3 4.1 16.5 11.3 -4.7 Axis Gold Fund Growth ₹15.6372
↑ 0.17 ₹266 2.5 3.9 4.5 16.5 11.2 -4.7 SBI Gold Fund Growth ₹15.5998
↑ 0.13 ₹1,173 2.2 3.2 4.2 16.2 11 -5.7 Invesco India Gold Fund Growth ₹15.163
↑ 0.30 ₹59 1.7 4 4 16.1 10.5 -5.5 HDFC Gold Fund Growth ₹16.012
↑ 0.15 ₹1,367 1.8 3.3 4.1 16 10.7 -5.5 Nippon India Gold Savings Fund Growth ₹20.504
↑ 0.15 ₹1,462 1.6 2.8 3.8 15.9 10.4 -5.5 Aditya Birla Sun Life Gold Fund Growth ₹15.528
↑ 0.09 ₹271 1.4 1.5 3.6 15.8 10.3 -5 IDBI Gold Fund Growth ₹13.8796
↑ 0.13 ₹41 2.5 3.5 5.7 15.6 9.9 -4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
Best Mutual Funds Based on 1 Month Performance
The investment objective of the scheme is to generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized. UTI Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 16 Jun 10. It is a fund with Moderate risk and has given a Below is the key information for UTI Dynamic Bond Fund Returns up to 1 year are on (Erstwhile UTI - Bond Fund) The Scheme will retain the flexibility to invest in the entire range of debt and money market instruments. The flexibility is being retained to adjust the portfolio in response to a change in the risk to return equation for asset classes under investment, with a view to maintain risks within manageable limits. UTI Bond Fund is a Debt - Medium to Long term fund was launched on 4 May 98. It is a fund with Moderate risk and has given a Below is the key information for UTI Bond Fund Returns up to 1 year are on The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs). UTI Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 3 Feb 14. It is a fund with Moderate risk and has given a Below is the key information for UTI Banking & PSU Debt Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The objective of the Plan is to provide long term total return by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs. Principal Asset Allocation Fund of Funds Aggressive Plan is a Others - Fund of Fund fund was launched on 14 Dec 15. It is a fund with Moderately High risk and has given a Below is the key information for Principal Asset Allocation Fund of Funds Aggressive Plan Returns up to 1 year are on 1. UTI Dynamic Bond Fund
CAGR/Annualized return of 8% since its launch. Ranked 3 in Dynamic Bond category. Return for 2021 was 10.8% , 2020 was 5.9% and 2019 was -3.9% . UTI Dynamic Bond Fund
Growth Launch Date 16 Jun 10 NAV (20 May 22) ₹25.0534 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹366 on 30 Apr 22 Category Debt - Dynamic Bond AMC UTI Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 0.18 Sharpe Ratio 0.77 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 4.26% Effective Maturity 2 Years 3 Months 4 Days Modified Duration 9 Months 25 Days Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹10,396 30 Apr 19 ₹10,436 30 Apr 20 ₹10,429 30 Apr 21 ₹10,994 30 Apr 22 ₹12,151 Returns for UTI Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22 Duration Returns 1 Month 7.4% 3 Month 7.4% 6 Month 7% 1 Year 18.4% 3 Year 7.6% 5 Year 5.3% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2021 10.8% 2020 5.9% 2019 -3.9% 2018 5.2% 2017 4.2% 2016 14.9% 2015 6.9% 2014 14.7% 2013 7.6% 2012 11.2% Fund Manager information for UTI Dynamic Bond Fund
Name Since Tenure Sudhir Agarwal 1 Dec 21 0.41 Yr. Data below for UTI Dynamic Bond Fund as on 30 Apr 22
Asset Allocation
Asset Class Value Cash 33.3% Debt 66.7% Debt Sector Allocation
Sector Value Government 46.31% Corporate 27.06% Cash Equivalent 26.62% Credit Quality
Rating Value AA 10.21% AAA 74.7% Below B 15.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.53% Govt Stock 2033
Sovereign Bonds | -11% ₹40 Cr 400,000,000 6.54% Govt Stock 2032
Sovereign Bonds | -8% ₹29 Cr 300,000,000
↑ 300,000,000 National Bank For Agriculture And Rural Development
Debentures | -7% ₹25 Cr 250 5.22% Govt Stock 2025
Sovereign Bonds | -7% ₹24 Cr 250,000,000 Jorabat Shillong Expressway Limited
Debentures | -6% ₹23 Cr 4,619 Jorabat Shillong Expressway Limited
Debentures | -6% ₹21 Cr 4,282 182 Dtb 15092022
Sovereign Bonds | -5% ₹20 Cr 200,000,000 6.1% Govt Stock 2031
Sovereign Bonds | -5% ₹18 Cr 200,000,000
↑ 200,000,000 Piramal Capital & Housing Finance Limited
Debentures | -3% ₹10 Cr 123,219 Punjab National Bank
Debentures | -3% ₹10 Cr 100 2. UTI Bond Fund
CAGR/Annualized return of 7.7% since its launch. Ranked 11 in Medium to Long term category. Return for 2021 was 9.4% , 2020 was 1.1% and 2019 was -5.8% . UTI Bond Fund
Growth Launch Date 4 May 98 NAV (20 May 22) ₹58.9547 ↓ -0.08 (-0.13 %) Net Assets (Cr) ₹283 on 30 Apr 22 Category Debt - Medium to Long term AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio 0.63 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 5.98% Effective Maturity 7 Years 6 Months 7 Days Modified Duration 4 Years 1 Month 17 Days Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹10,343 30 Apr 19 ₹10,289 30 Apr 20 ₹9,560 30 Apr 21 ₹10,152 30 Apr 22 ₹10,998 Returns for UTI Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22 Duration Returns 1 Month 7.3% 3 Month 6.6% 6 Month 6.2% 1 Year 15.9% 3 Year 4.5% 5 Year 3.2% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2021 9.4% 2020 1.1% 2019 -5.8% 2018 4% 2017 3.6% 2016 13.9% 2015 6.3% 2014 15.6% 2013 4% 2012 10.5% Fund Manager information for UTI Bond Fund
Name Since Tenure Amandeep Chopra 31 Jan 12 10.25 Yr. Data below for UTI Bond Fund as on 30 Apr 22
Asset Allocation
Asset Class Value Cash 8.49% Debt 91.51% Debt Sector Allocation
Sector Value Government 78.38% Corporate 13.13% Cash Equivalent 8.49% Credit Quality
Rating Value AA 9.59% AAA 81.02% Below B 9.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.1% Govt Stock 2031
Sovereign Bonds | -16% ₹46 Cr 500,000,000 5.53% Govt Stock 2033
Sovereign Bonds | -16% ₹45 Cr 450,000,000 6.54% Govt Stock 2032
Sovereign Bonds | -13% ₹38 Cr 400,000,000
↑ 250,000,000 5.22% Govt Stock 2025
Sovereign Bonds | -12% ₹34 Cr 350,000,000
↓ -250,000,000 Jorabat Shillong Expressway Limited
Debentures | -9% ₹25 Cr 4,942 Punjab National Bank
Debentures | -5% ₹15 Cr 150 Food Corporation Of India
Debentures | -5% ₹15 Cr 150 6.67% Govt Stock 2035
Sovereign Bonds | -5% ₹14 Cr 150,000,000 Piramal Capital & Housing Finance Limited
Debentures | -4% ₹10 Cr 123,219 182 Dtb 29092022
Sovereign Bonds | -3% ₹10 Cr 100,000,000 3. UTI Banking & PSU Debt Fund
CAGR/Annualized return of 7.1% since its launch. Ranked 3 in Banking & PSU Debt category. Return for 2021 was 2.8% , 2020 was 8.9% and 2019 was -1% . UTI Banking & PSU Debt Fund
Growth Launch Date 3 Feb 14 NAV (20 May 22) ₹17.6067 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹293 on 30 Apr 22 Category Debt - Banking & PSU Debt AMC UTI Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 0.32 Sharpe Ratio -1.05 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 5.19% Effective Maturity 1 Year 7 Months 20 Days Modified Duration 1 Year 4 Months 10 Days Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹10,610 30 Apr 19 ₹10,457 30 Apr 20 ₹11,342 30 Apr 21 ₹12,100 30 Apr 22 ₹12,441 Returns for UTI Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22 Duration Returns 1 Month 5.7% 3 Month 5.7% 6 Month 6.6% 1 Year 8.3% 3 Year 7.7% 5 Year 5.5% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2021 2.8% 2020 8.9% 2019 -1% 2018 6.8% 2017 6.4% 2016 11.7% 2015 8.6% 2014 2013 2012 Fund Manager information for UTI Banking & PSU Debt Fund
Name Since Tenure Anurag Mittal 1 Dec 21 0.41 Yr. Data below for UTI Banking & PSU Debt Fund as on 30 Apr 22
Asset Allocation
Asset Class Value Cash 29.1% Debt 70.9% Debt Sector Allocation
Sector Value Government 42.8% Cash Equivalent 29.1% Corporate 28.1% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Limited
Debentures | -9% ₹26 Cr 250 Export Import Bank Of India
Debentures | -9% ₹26 Cr 250 Power Finance Corporation Ltd.
Debentures | -9% ₹25 Cr 250 Axis Bank Limited
Debentures | -7% ₹20 Cr 200 Indian Railway Finance Corporation Limited
Debentures | -7% ₹20 Cr 200 Oil And Natural Gas Corporation Limited
Debentures | -5% ₹15 Cr 150 National Bank For Agriculture And Rural Development
Debentures | -5% ₹15 Cr 150 Housing And Urban Development Corporation Limited
Debentures | -4% ₹13 Cr 125 Hindustan Petroleum Corporation Limited
Debentures | -4% ₹10 Cr 100 Small Industries Development Bank Of India
Debentures | -3% ₹10 Cr 100 4. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹11,443 30 Apr 19 ₹12,077 30 Apr 20 ₹9,802 30 Apr 21 ₹15,152
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Principal Asset Allocation Fund of Funds Aggressive Plan
CAGR/Annualized return of 8.7% since its launch. . Principal Asset Allocation Fund of Funds Aggressive Plan
Growth Launch Date 14 Dec 15 NAV (23 Dec 20) ₹15.3751 ↑ 0.19 (1.28 %) Net Assets (Cr) ₹3 on 30 Nov 20 Category Others - Fund of Fund AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.26 Information Ratio -0.78 Alpha Ratio -1.08 Min Investment 5,000 Min SIP Investment 2,000 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹11,167 30 Apr 19 ₹11,199 30 Apr 20 ₹9,456 Returns for Principal Asset Allocation Fund of Funds Aggressive Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22 Duration Returns 1 Month 3.2% 3 Month 16.9% 6 Month 26.3% 1 Year 10.2% 3 Year 3.3% 5 Year 8.5% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Principal Asset Allocation Fund of Funds Aggressive Plan
Name Since Tenure Data below for Principal Asset Allocation Fund of Funds Aggressive Plan as on 30 Nov 20
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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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