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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2020 - 2021
- Best Debt Funds 2020 - 2021
- Best Hybrid Funds 2020 - 2021
- Top 5 Gold Funds 2020 - 2021
- 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 2020 - 2021
Mutual Funds 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 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 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. It helps in fulfilling 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.
Best Equity Mutual Funds 2020 - 2021
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 (%) 2019 (%) Axis Bluechip Fund Growth ₹29.63
↓ -0.05 ₹12,717 9.3 -7.8 1.9 9.3 8.8 18.6 BNP Paribas Large Cap Fund Growth ₹90.35
↓ -0.50 ₹748 13.8 -8.4 0.9 3.6 5.5 17.2 JM Large Cap Fund Growth ₹67.6652
↓ -0.18 ₹564 10 -1.2 2.2 3.2 4 4.9 Kotak Bluechip Fund Growth ₹227.676
↓ -0.69 ₹1,410 18.4 -10.6 -1.7 2.7 5.5 14.2 ICICI Prudential Bluechip Fund Growth ₹39.43
↓ -0.17 ₹21,821 16.2 -11.9 -6.1 2.6 6.1 9.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) DSP BlackRock Midcap Fund Growth ₹54.577
↓ -0.24 ₹6,488 16 -6.7 3 1.7 8.2 9.2 Axis Mid Cap Fund Growth ₹38.46
↓ -0.06 ₹5,098 10.7 -3.4 7.9 8.5 7.9 11.3 Kotak Emerging Equity Scheme Growth ₹36.498
↓ -0.17 ₹5,912 18.2 -12 -3.5 -0.5 6.8 8.9 L&T Midcap Fund Growth ₹120.97
↓ -0.56 ₹5,367 16.5 -10.6 -5.1 -3.1 6.8 -0.2 Invesco India Mid Cap Fund Growth ₹47.89
↓ -0.18 ₹747 15.6 -5.7 2.5 3 6.6 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Small Cap Fund Growth ₹50.476
↓ -0.06 ₹3,280 17 -7.3 0.7 3.5 9.5 6.1 Nippon India Small Cap Fund Growth ₹35.5123
↓ -0.20 ₹6,995 20.4 -11.2 -6.8 -3 7.7 -2.5 L&T Emerging Businesses Fund Growth ₹18.87
↓ -0.12 ₹4,268 17.9 -19 -18.8 -8.2 5.6 -8.1 HDFC Small Cap Fund Growth ₹33.112
↓ -0.13 ₹6,835 21.6 -16 -19.3 -4.5 5.2 -9.5 Kotak Small Cap Fund Growth ₹66.096
↓ -0.35 ₹1,318 21.5 -12.6 -4.7 -3.8 4.5 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Parag Parikh Long Term Equity Fund Growth ₹28.3163
↓ -0.03 ₹2,925 24.8 4.8 13.2 10.9 11.2 14.4 Canara Robeco Equity Diversified Growth ₹134.77
↓ -0.38 ₹1,897 13.2 -5.8 1.1 5.8 6.8 12.3 UTI Equity Fund Growth ₹142.389
↓ -0.69 ₹9,193 15.8 -7.5 3.6 5.6 6.8 11.7 DSP BlackRock Equity Fund Growth ₹39.2
↓ -0.22 ₹3,151 13.5 -9.5 1.1 4.1 7.2 17 Mirae Asset India Equity Fund Growth ₹48.382
↓ -0.15 ₹15,347 17.1 -11.4 -4.8 3.7 8.1 12.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Long Term Equity Fund Growth ₹44.5646
↓ -0.27 ₹19,632 10.1 -10.2 -0.3 6.1 7.6 14.8 Canara Robeco Equity Tax Saver Growth ₹65.2
↓ -0.12 ₹941 11.8 -5.1 0.2 5.8 6.8 10.7 Mirae Asset Tax Saver Fund Growth ₹17.437
↓ -0.07 ₹3,184 19.5 -9.7 -0.8 5.4 14.1 BOI AXA Tax Advantage Fund Growth ₹53.73
↓ -0.01 ₹256 10.8 -3.9 8.2 4.6 6.8 14.6 Invesco India Tax Plan Growth ₹49.39
↓ -0.07 ₹930 14 -8.5 -1.2 4.1 6.7 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) TATA Digital India Fund Growth ₹14.94
↑ 0.01 ₹338 21 -2.7 2.4 15.7 7.5 Franklin India Technology Fund Growth ₹180.262
↑ 1.20 ₹239 24.2 6.9 14.7 15.6 10.7 12.4 Aditya Birla Sun Life Digital India Fund Growth ₹55.72
↓ -0.04 ₹375 22.2 0.2 8.8 15.6 11.6 9.6 SBI Technology Opportunities Fund Growth ₹68.6379
↑ 0.18 ₹157 19.8 0.3 6.6 15.6 9.7 12.2 ICICI Prudential Technology Fund Growth ₹58.19
↓ -0.07 ₹349 24 -1.3 2.5 13.2 8.8 2.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) UTI Value Opportunities Fund Growth ₹58.2487
↓ -0.45 ₹3,763 16.1 -10.8 -2.4 2.5 4 10.4 ICICI Prudential Value Discovery Fund Growth ₹138.44
↓ -0.19 ₹13,595 18.5 -3.4 -2.5 0.8 4 0.6 Nippon India Value Fund Growth ₹65.9604
↓ -0.26 ₹2,463 17.1 -13 -9.9 -0.1 4.1 5.7 Tata Equity PE Fund Growth ₹124.281
↓ -0.80 ₹4,019 18.2 -11 -5.7 -0.5 7.1 5.3 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹54.4888
↓ -0.35 ₹4,019 18.2 -11.1 -5.7 -0.5 7.1 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Focused Equity Fund Growth ₹141.113
↓ -0.83 ₹7,968 11.3 -8.5 -0.6 6.5 9.2 16.1 Axis Focused 25 Fund Growth ₹28.12
↓ -0.06 ₹9,493 15.1 -9.3 1.7 6.3 9.1 14.7 IIFL Focused Equity Fund Growth ₹16.6771
↓ -0.11 ₹786 14.3 -9.2 2.6 5.9 8.9 27.3 Principal Focused Multicap Fund Growth ₹65.02
↓ -0.15 ₹328 13 -6.6 3.1 4.4 7 11.8 Sundaram Select Focus Fund Growth ₹172.489
↓ -0.48 ₹933 13.8 -11.5 -4.8 4.3 6.3 15 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Best Debt Funds 2020 - 2021
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 (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹28.147
↑ 0.02 ₹9,591 2.3 -0.1 4.6 7.3 9.6 0% 5M 25D Aditya Birla Sun Life Savings Fund Growth ₹409.051
↑ 0.18 ₹12,268 3 4.2 8.3 7.9 8.5 0% ICICI Prudential Ultra Short Term Fund Growth ₹20.8273
↑ 0.02 ₹5,426 2.3 3.6 7.9 7.6 8.4 0% SBI Magnum Ultra Short Duration Fund Growth ₹4,554.31
↑ 0.71 ₹8,925 2.4 3.7 7.5 7.6 8 0% Kotak Savings Fund Growth ₹32.8781
↑ 0.01 ₹9,148 2.4 3.7 7.4 7.4 7.8 0% 5M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Short Term Debt Fund Growth ₹23.7537
↑ 0.06 ₹11,000 6 7.1 12.1 8.9 9.7 7.81% 2Y 7M 6D 3Y 4M 10D Axis Short Term Fund Growth ₹23.1676
↑ 0.02 ₹5,560 5.4 6.7 11.5 8.5 9.8 7.04% 2Y 3M 18D 2Y 10M 24D IDFC Bond Fund Short Term Plan Growth ₹43.4683
↑ 0.04 ₹11,459 5.3 6.6 11.4 8.5 9.7 6.73% 1Y 11M 12D 2Y 3M 11D L&T Short Term Bond Fund Growth ₹20.3712
↑ 0.03 ₹4,422 5.1 6.8 11.4 8.4 9.3 6.12% 2Y 3M 7D 2Y 8M 5D Kotak Bond Short Term Growth ₹39.8035
↑ 0.07 ₹9,928 5.5 6.7 11.2 8.3 9.6 0% 2Y 8M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Liquid Fund Growth ₹4,886.9
↑ 0.37 ₹26,033 0.3 1.2 2.6 5.5 6.7 4.76% 1M 12D 1M 16D Aditya Birla Sun Life Liquid Fund Growth ₹321.958
↑ 0.03 ₹33,418 0.4 1.2 2.6 5.6 6.7 0% Axis Liquid Fund Growth ₹2,221.79
↑ 0.19 ₹25,860 0.3 1.1 2.6 5.5 6.6 4.63% 1M 7D 1M 9D UTI Liquid Cash Plan Growth ₹3,278.01
↑ 0.23 ₹24,454 0.3 1.1 2.5 5.4 6.6 0% 1M 10D ICICI Prudential Liquid Fund Growth ₹296.296
↑ 0.03 ₹45,457 0.3 1.2 2.6 5.5 6.6 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDFC Banking & PSU Debt Fund Growth ₹18.6624
↑ 0.02 ₹13,956 6 7.6 12.9 9.6 11.2 6.6% 2Y 5M 16D 2Y 11M 5D Kotak Banking and PSU Debt fund Growth ₹48.983
↑ 0.14 ₹5,528 6.1 7.1 11.8 9 10.8 0% 3Y 8M 5D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹275.314
↑ 0.56 ₹11,120 6.4 7.4 11.7 8.8 9.9 0% HDFC Banking and PSU Debt Fund Growth ₹17.262
↑ 0.05 ₹5,791 5.6 6.7 11.7 8.5 10.2 7.87% 2Y 7M 17D 3Y 4M 13D ICICI Prudential Banking and PSU Debt Fund Growth ₹24.2007
↑ 0.04 ₹9,304 5.9 6 10.2 7.8 10.1 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Regular Savings Fund Growth ₹22.3771
↑ 0.04 ₹7,956 3.4 4.9 10.2 7.9 9.5 0% HDFC Credit Risk Debt Fund Growth ₹17.1036
↑ 0.05 ₹8,436 3.6 5 9.5 7.2 8.6 10.9% 2Y 24D 2Y 9M 29D Kotak Credit Risk Fund Growth ₹22.3913
↑ 0.12 ₹2,662 2.8 2.7 7.6 6.9 9 0% 2Y 8M 1D IDFC Credit Risk Fund Growth ₹12.6011
↑ 0.03 ₹956 3.4 4 8.3 6.8 9.1 7.97% 2Y 4M 10D 3Y 1M 17D SBI Credit Risk Fund Growth ₹32.6627
↑ 0.04 ₹4,149 3.6 4.8 8.9 6.8 6.5 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity L&T Triple Ace Bond Fund Growth ₹55.9987
↑ 0.23 ₹3,314 9.2 9.9 13.7 10 12.6 7.26% 5Y 4M 10D 7Y 9M HDFC Corporate Bond Fund Growth ₹24.1812
↑ 0.06 ₹14,518 6.8 8.2 12.4 9.2 10.3 6.91% 2Y 10M 2D 3Y 9M 11D Aditya Birla Sun Life Corporate Bond Fund Growth ₹82.9363
↑ 0.14 ₹17,648 6.7 8 12.4 9.2 9.6 0% Kotak Corporate Bond Fund Standard Growth ₹2,807.45
↑ 4.36 ₹4,032 4.8 6 10.8 8.7 9.6 0% 1Y 5M 26D ICICI Prudential Corporate Bond Fund Growth ₹21.9334
↑ 0.05 ₹11,860 6 7.1 11.8 8.7 9.9 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDFC Government Securities Fund - Investment Plan Growth ₹27.3029
↑ 0.08 ₹858 8.2 11.6 14.4 10 13.3 6.48% 6Y 10M 2D 9Y 7M 17D Nippon India Gilt Securities Fund Growth ₹29.9028
↑ 0.08 ₹1,250 7 9.7 12.4 9.5 12.4 6.19% 6Y 7M 2D 9Y 5M 19D DSP BlackRock Government Securities Fund Growth ₹72.1771
↑ 0.15 ₹1,036 7.4 10.5 13.7 9.4 12.5 6.41% 6Y 7M 2D 9Y 5M 16D SBI Magnum Gilt Fund Growth ₹49.4627
↑ 0.10 ₹2,433 7.1 9.6 12.6 8.8 13.1 0% Aditya Birla Sun Life Government Securities Fund Growth ₹62.4049
↑ 0.14 ₹351 7.8 9.7 11.8 8.7 11 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Best Hybrid Funds 2020 - 2021
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 (%) 2019 (%) Canara Robeco Income Saver Fund Growth ₹63.3496
↑ 0.02 ₹217 8.3 4.6 10.1 6.8 7.1 10.6 ICICI Prudential MIP 25 Growth ₹46.3576
↑ 0.04 ₹1,581 6.2 1.9 7.1 6.6 8.7 9.6 SBI Multi Asset Allocation Fund Growth ₹29.8639
↓ -0.01 ₹238 9 3.1 9.8 6.6 7.6 10.6 Axis Triple Advantage Fund Growth ₹20.7112
↓ -0.01 ₹289 12 -4.3 5.6 6.2 6.3 15.3 Nippon India Arbitrage Fund Growth ₹20.3339
↑ 0.01 ₹7,068 1.1 2.4 5.2 6.1 6.1 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) BNP Paribas Substantial Equity Hybrid Fund Growth ₹12.4923
↓ -0.04 ₹389 10.7 -5.1 5.4 6.1 16.3 Canara Robeco Equity Debt Allocation Fund Growth ₹165.42
↓ -0.34 ₹2,912 10.6 -2.5 4.4 5.9 7.8 11.7 SBI Equity Hybrid Fund Growth ₹136.057
↓ -0.57 ₹29,106 10.7 -7.2 0.2 5.4 7.2 13.5 Mirae Asset Hybrid Equity Fund Growth ₹14.771
↓ -0.02 ₹3,314 14.6 -6.4 -0.5 5.1 11.9 Sundaram Equity Hybrid Fund Growth ₹89.4215
↓ -0.18 ₹1,549 11.2 -8 -1.2 4.3 6.8 11.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Canara Robeco Income Saver Fund Growth ₹63.3496
↑ 0.02 ₹217 8.3 4.6 10.1 6.8 7.1 10.6 ICICI Prudential MIP 25 Growth ₹46.3576
↑ 0.04 ₹1,581 6.2 1.9 7.1 6.6 8.7 9.6 SBI Multi Asset Allocation Fund Growth ₹29.8639
↓ -0.01 ₹238 9 3.1 9.8 6.6 7.6 10.6 Axis Triple Advantage Fund Growth ₹20.7112
↓ -0.01 ₹289 12 -4.3 5.6 6.2 6.3 15.3 Nippon India Arbitrage Fund Growth ₹20.3339
↑ 0.01 ₹7,068 1.1 2.4 5.2 6.1 6.1 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Nippon India Arbitrage Fund Growth ₹20.3339
↑ 0.01 ₹7,068 1.1 2.4 5.2 6.1 6.1 6.2 Edelweiss Arbitrage Fund Growth ₹14.7585
↑ 0.01 ₹3,076 0.9 2.6 5.4 6 6.2 6.2 UTI Arbitrage Fund Growth ₹26.7115
↑ 0.01 ₹2,438 1 2.4 5.2 6 6.1 6.2 Kotak Equity Arbitrage Fund Growth ₹28.3146
↑ 0.02 ₹12,043 0.9 2.3 5.1 6 6.1 6.1 L&T Arbitrage Opportunities Fund Growth ₹14.577
↑ 0.01 ₹644 1 2.6 5.4 6 6.1 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Edelweiss Balanced Advantage Fund Growth ₹25.38
↓ -0.03 ₹1,329 9.7 2.5 8.1 6 5.9 7.8 IDFC Dynamic Equity Fund Growth ₹14.14
↑ 0.03 ₹866 13 -0.4 6 5.7 5.7 8.6 L&T Dynamic Equity Fund Growth ₹25.681
↓ -0.04 ₹646 9.7 1 5.6 5.5 4.8 8.2 DSP BlackRock Dynamic Asset Allocation Fund Growth ₹16.273
↓ -0.05 ₹1,256 9.4 0.2 6.5 5.3 7.1 8.8 Motilal Oswal Dynamic Fund Growth ₹13.2023
↓ 0.00 ₹1,112 12.4 -0.3 7.7 5.2 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Multi Asset Allocation Fund Growth ₹29.8639
↓ -0.01 ₹238 9 3.1 9.8 6.6 7.6 10.6 Axis Triple Advantage Fund Growth ₹20.7112
↓ -0.01 ₹289 12 -4.3 5.6 6.2 6.3 15.3 HDFC Multi-Asset Fund Growth ₹33.441
↓ -0.02 ₹220 15.9 -1.6 4.5 3.9 6.1 9.3 UTI Multi Asset Fund Growth ₹34.5396
↓ -0.02 ₹621 12.6 -1.7 2.9 2.6 4.3 3.9 ICICI Prudential Multi-Asset Fund Growth ₹256.558
↓ -1.63 ₹10,156 12.8 -8.1 -4.1 2.4 7.1 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Kotak Equity Savings Fund Growth ₹14.8766
↓ 0.00 ₹1,492 7.7 -0.7 4.2 5.7 6.7 7.8 Axis Equity Saver Fund Growth ₹13.11 ₹700 7.3 -3.1 1.8 5.1 8.3 ICICI Prudential Equity Savings Fund Growth ₹14.05
↓ -0.04 ₹1,242 7.2 -4.9 0.2 4.4 6.6 10.4 SBI Equity Savings Fund Growth ₹13.2932
↓ -0.04 ₹1,353 9 -3.3 2.5 3.4 5.6 9.4 Tata Equity Savings Fund Growth ₹33.3694
↓ -0.05 ₹118 6.1 -2.4 0.7 3 4.2 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Tata Retirement Savings Fund - Progressive Growth ₹28.6214
↓ -0.06 ₹689 13.2 -8.9 -0.7 3.3 8.8 11.5 Tata Retirement Savings Fund-Moderate Growth ₹29.8729
↓ -0.04 ₹1,048 12.3 -6 1.5 3.5 7.7 8.6 Tata Retirement Savings Fund - Conservative Growth ₹21.5176
↑ 0.01 ₹133 7.5 2.9 7.1 5.5 7.5 7.6 ICICI Prudential Child Care Plan (Gift) Growth ₹130.56
↓ -0.43 ₹562 11.1 -11 -7.3 1.1 5.2 8.5 Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹13.6373
↓ -0.02 ₹414 13.1 -5.7 2.6 5.5 13.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Top 5 Gold Funds 2020 - 2021
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) HDFC Gold Fund Growth ₹15.7993
↓ -0.02 ₹478 5.9 23.8 42.3 19.6 12 21.7 SBI Gold Fund Growth ₹15.3457
↓ -0.02 ₹526 0.5 23 43.6 19.5 12.1 22.8 Axis Gold Fund Growth ₹15.2453
↓ -0.01 ₹104 6.6 23.7 42.6 19.4 11.2 23.1 Kotak Gold Fund Growth ₹20.3978
↓ -0.07 ₹387 5.7 23 44.3 19.3 12.4 24.1 Nippon India Gold Savings Fund Growth ₹20.3169
↓ -0.06 ₹921 5.8 23.5 42.8 19.3 11.8 22.5 Invesco India Gold Fund Growth ₹14.7575
↓ -0.08 ₹28 5.5 20.7 41 18.8 11.6 21.4 ICICI Prudential Regular Gold Savings Fund Growth ₹16.3389
↓ -0.02 ₹174 4.9 23.1 42.4 18.8 11.9 22.7 Aditya Birla Sun Life Gold Fund Growth ₹15.3663
↓ -0.35 ₹138 7.7 22.6 40.5 18.7 12 21.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
Best Mutual Funds Based on 1 Month Performance
(Erstwhile JM Balanced Fund) To provide steady current income as well as long term growth of capital. JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Equity Hybrid 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 MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Gold Fund Returns up to 1 year are on (Erstwhile Principal Credit Opportunities Fund) To generate regular income & Capital appreciation through investments in debt
securities and money market instruments Principal Credit Risk Fund is a Debt - Credit Risk fund was launched on 14 Sep 04. It is a fund with Moderate risk and has given a Below is the key information for Principal Credit Risk Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on
agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors. PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a Below is the key information for PGIM India Global Agribusiness Offshore Fund Returns up to 1 year are on The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on 1. JM Equity Hybrid Fund
CAGR/Annualized return of 10.8% since its launch. Ranked 35 in Hybrid Equity category. Return for 2019 was -8.1% , 2018 was 1.7% and 2017 was 18.5% . JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (10 Jul 20) ₹44.8035 ↓ -0.20 (-0.44 %) Net Assets (Cr) ₹9 on 30 Apr 20 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio -1.03 Information Ratio -1.27 Alpha Ratio -19.92 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 23.8% 3 Month 31% 6 Month 6.8% 1 Year 9.3% 3 Year 1.3% 5 Year 3.4% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2019 -8.1% 2018 1.7% 2017 18.5% 2016 3% 2015 -0.2% 2014 33.4% 2013 11.3% 2012 23.9% 2011 -17.2% 2010 11.6% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Data below for JM Equity Hybrid Fund as on 30 Apr 20
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP BlackRock World Gold Fund
CAGR/Annualized return of 5.9% since its launch. Ranked 11 in Global category. Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% . DSP BlackRock World Gold Fund
Growth Launch Date 14 Sep 07 NAV (09 Jul 20) ₹20.9183 ↑ 0.26 (1.28 %) Net Assets (Cr) ₹465 on 30 Apr 20 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.67 Sharpe Ratio 1.19 Information Ratio -1.14 Alpha Ratio -9.76 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 Returns for DSP BlackRock World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 17.6% 3 Month 39.1% 6 Month 46.6% 1 Year 64.2% 3 Year 21.4% 5 Year 18% 10 Year 15 Year Since launch 5.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% 2014 -3% 2013 -41.5% 2012 -5.8% 2011 -2.6% 2010 29% Fund Manager information for DSP BlackRock World Gold Fund
Name Since Tenure Data below for DSP BlackRock World Gold Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Principal Credit Risk Fund
CAGR/Annualized return of 7.4% since its launch. Ranked 16 in Credit Risk category. Return for 2019 was -0.2% , 2018 was 6.4% and 2017 was 7.4% . Principal Credit Risk Fund
Growth Launch Date 14 Sep 04 NAV (10 Jul 20) ₹3,092.99 ↑ 1.44 (0.05 %) Net Assets (Cr) ₹29 on 30 Apr 20 Category Debt - Credit Risk AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.64 Sharpe Ratio -1.03 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 2,000 Exit Load NIL Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value Returns for Principal Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 13.7% 3 Month 7.5% 6 Month 8.7% 1 Year 12.6% 3 Year 6.1% 5 Year 7% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2019 -0.2% 2018 6.4% 2017 7.4% 2016 8.5% 2015 9.2% 2014 9.7% 2013 7% 2012 9.4% 2011 8.9% 2010 5.3% Fund Manager information for Principal Credit Risk Fund
Name Since Tenure Data below for Principal Credit Risk Fund as on 30 Apr 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. PGIM India Global Agribusiness Offshore Fund
CAGR/Annualized return of 10.7% since its launch. Ranked 33 in Fund of Fund category. Return for 2019 was 30.9% , 2018 was 0.3% and 2017 was 11.9% . PGIM India Global Agribusiness Offshore Fund
Growth Launch Date 14 May 10 NAV (09 Jul 20) ₹28.14 ↑ 0.45 (1.63 %) Net Assets (Cr) ₹83 on 30 Apr 20 Category Others - Fund of Fund AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.88 Sharpe Ratio 0.74 Information Ratio 0.9 Alpha Ratio 12.79 Min Investment 5,000 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 Returns for PGIM India Global Agribusiness Offshore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 12.9% 3 Month 40.1% 6 Month 33.6% 1 Year 47.8% 3 Year 26.9% 5 Year 11.9% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 30.9% 2018 0.3% 2017 11.9% 2016 0.8% 2015 -14.7% 2014 0.9% 2013 13.4% 2012 19.9% 2011 1.4% 2010 Fund Manager information for PGIM India Global Agribusiness Offshore Fund
Name Since Tenure Data below for PGIM India Global Agribusiness Offshore Fund as on 30 Apr 20
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Aditya Birla Sun Life Banking And Financial Services Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 3 in Sectoral category. Return for 2019 was 14.9% , 2018 was -2.4% and 2017 was 47.6% . Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (10 Jul 20) ₹22.75 ↓ -0.33 (-1.43 %) Net Assets (Cr) ₹1,351 on 30 Apr 20 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.35 Sharpe Ratio -0.63 Information Ratio -1.34 Alpha Ratio -13.83 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20 Duration Returns 1 Month 11.1% 3 Month 17.3% 6 Month -27.6% 1 Year -23.1% 3 Year -4.1% 5 Year 5.7% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 14.9% 2018 -2.4% 2017 47.6% 2016 15.7% 2015 -0.5% 2014 65.8% 2013 2012 2011 2010 Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value 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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very helpful
Want to know about MF
Great Article wide coverage on the topic with good presentation.