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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019

Updated on October 17, 2019 , 31443 views

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 Performing Mutual Funds

Best Equity Mutual Funds 2019 - 2020

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
JM Core 11 Fund Growth ₹9.392
↑ 0.13
₹50100.219.29.812.7-5
SBI Bluechip Fund Growth ₹40.3182
↑ 0.25
₹21,4831.72.114.87.511-4.1
Essel Large Cap Equity Fund Growth ₹23.3046
↑ 0.14
₹1010.90.312.97.59.9-6
Indiabulls Blue Chip Fund Growth ₹21.51
↑ 0.14
₹2041.30.512.88.510.6-1.4
ICICI Prudential Bluechip Fund Growth ₹42.92
↑ 0.23
₹21,6731.70.810.19.810.2-0.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Midcap Fund Growth ₹128.24
↑ 1.91
₹4,905 5,000 0.9-50.96.212.5-12
Kotak Emerging Equity Scheme Growth ₹38.047
↑ 0.32
₹4,470 5,000 1.1-2.39.15.512.9-11.7
Sundaram Mid Cap Fund Growth ₹445.591
↑ 6.26
₹5,420 5,000 0.2-4.72.81.610.6-15.4
BNP Paribas Mid Cap Fund Growth ₹31.274
↑ 0.45
₹698 5,000 0.6-0.85.43.39.5-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹25.7044
↑ 0.35
₹1,414 5,000 7.31.911.62.411.6-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Emerging Businesses Fund Growth ₹22.345
↑ 0.30
₹5,639 5,000 -2.6-9.5-85.712.6-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹30.1704
↑ 0.40
₹2,110 1,000 -6.5-14-8.6-1.88.5-22.6
Reliance Small Cap Fund Growth ₹37.3714
↑ 0.71
₹7,491 5,000 -1-7.3-4.25.911.6-16.7
Franklin India Smaller Companies Fund Growth ₹49.0241
↑ 0.49
₹6,584 5,000 -4.1-10.5-4.40.19.1-17.4
HDFC Small Cap Fund Growth ₹38.705
↑ 0.49
₹8,209 5,000 -4.8-12.3-6.17.211.5-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Motilal Oswal Multicap 35 Fund Growth ₹26.7012
↑ 0.20
₹12,693 5,000 3.32.614.29.115.3-7.8
Kotak Standard Multicap Fund Growth ₹35.876
↑ 0.27
₹25,385 5,000 1.30.514.11013-0.9
Principal Multi Cap Growth Fund Growth ₹137.56
↑ 1.18
₹818 5,000 -0.9-4.63.27.210-8.7
IDFC Focused Equity Fund Growth ₹36.35
↑ 0.36
₹1,382 5,000 3-1.53.48.87.6-12.7
SBI Magnum Multicap Fund Growth ₹50.2411
↑ 0.40
₹7,549 1,000 2.32.815.49.513.2-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata India Tax Savings Fund Growth ₹18.3856
↑ 0.13
₹1,8150.31.615.89.213.3-8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹53.1
↑ 0.48
₹1,877-3.1-6.22.37.510.4-9.4
DSP BlackRock Tax Saver Fund Growth ₹50.165
↑ 0.38
₹5,4824.73.518.88.912.5-7.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹30.8
↑ 0.20
₹8,5622.9-3.84.77.912.2-4.5
Principal Tax Savings Fund Growth ₹199.52
↑ 1.58
₹375-1.8-5.52.66.69.6-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹28.82
↑ 0.10
₹1,715-1.8-1.816.8916-2.4
ICICI Prudential Banking and Financial Services Fund Growth ₹63.17
↑ 0.36
₹3,102-5.5-4.316.710.814.7-0.4
Franklin Build India Fund Growth ₹40.3344
↑ 0.25
₹1,165-3.6-6.210.86.611.4-10.7
Sundaram Rural and Consumption Fund Growth ₹41.5644
↑ 0.34
₹2,0524.7-0.99.55.813.4-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹31.333
↑ 0.16
₹336-0.3-4.907.112.5-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Equity PE Fund Growth ₹134.156
↑ 1.08
₹5,2081.6-0.97.28.212.3-7.1
L&T India Value Fund Growth ₹34.724
↑ 0.40
₹7,633-2-3.83.65.512.1-11.4
JM Value Fund Growth ₹33.0432
↑ 0.36
₹1146.61.415.28.312.7-11.2
Templeton India Value Fund Growth ₹234.568
↑ 3.38
₹479-3.4-100.82.46.4-12.8
HDFC Capital Builder Value Fund Growth ₹277.371
↑ 3.24
₹4,257-2-8.20.46.59.3-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Focused 25 Fund Growth ₹29.91
↑ 0.15
₹7,8416.58.518.214.114.90.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹59.9863
↑ 0.51
₹4,039-0.40.410.67.69.6-4.1
Motilal Oswal Focused 25 Fund  Growth ₹23.2198
↑ 0.12
₹1,0606.96.619.110.111.8-4.2
DSP BlackRock Focus Fund Growth ₹24.248
↑ 0.19
₹1,7614.94.217.4710.7-5.6
Sundaram Select Focus Fund Growth ₹185.29
↑ 1.40
₹9732.12.814.212.79.81.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Best Debt Funds 2019 - 2020

Below are the top ranked funds from difference categories like. Liquid, Ultra Short, Short Term, GILT, Credit Risk and Corporate Debt from Debt.

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.5857
↑ 0.01
₹19,751 10,000 2.24.510.18.88.79.71%5M 19D7M 10D
Aditya Birla Sun Life Savings Fund Growth ₹386.697
↑ 0.08
₹15,421 1,000 2.14.49.17.87.66.71%5M 12D5M 26D
BOI AXA Ultra Short Duration Fund Growth ₹2,358.41
↑ 0.34
₹336 5,000 1.93.98.27.87.66.28%5M 1D5Y 5M 19D
Indiabulls Ultra Short Term Fund Growth ₹1,888.02
↑ 0.24
₹46 500 1.73.88.17.47.17.02%5M 1D
UTI Ultra Short Term Fund Growth ₹3,033.84
↑ 0.54
₹2,962 5,000 1.8-0.23.75.778.18%4M 5D5M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Short Maturity Fund Growth ₹32.6581
↑ 0.02
₹1117.4-2.50.84.25.534.98%2M 5D2M 19D
Reliance Short Term Fund Growth ₹36.5416
↑ 0.02
₹6,2342.3510.26.85.57.92%2Y 1M 10D2Y 7M 10D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹32.5669
↑ 0.04
₹3,13125.31076.58.59%2Y 4M 2D3Y 11D
ICICI Prudential Short Term Fund Growth ₹40.6155
↑ 0.02
₹9,64525107.15.87.73%1Y 11M 12D2Y 6M 7D
UTI Short Term Income Fund Growth ₹20.8998
↑ 0.01
₹2,2782.3-7.2-3.52.767.68%2Y 4M 17D2Y 11M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Liquid Funds

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Insta Cash Fund Growth ₹250.951
↑ 0.03
₹689 5,000 0.51.53.37.27.45.58%1M 2D1M 2D
JM Liquid Fund Growth ₹52.7838
↑ 0.01
₹1,294 5,000 0.51.53.27.17.45.76%13D13D
Indiabulls Liquid Fund Growth ₹1,879.7
↑ 0.26
₹2,208 500 0.51.53.277.35.62%22D22D
Principal Cash Management Fund Growth ₹1,711.26
↑ 0.48
₹210 5,000 0.51.436.5-1.85.3%8D9D
Reliance Liquid Fund  Growth ₹4,707.67
↑ 0.77
₹25,290 100 0.51.53.37.27.45.88%1M 1D1M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Banking and PSU Debt Fund Growth ₹15.8603
↑ 0.01
₹3,403 5,000 2.35.511.17.35.97.79%2Y 2M 5D2Y 9M 11D
UTI Banking & PSU Debt Fund Growth ₹14.5838
↑ 0.01
₹167 5,000 -0.2-2.8-0.34.36.86.55%1Y 5M 26D1Y 10M 24D
Kotak Banking and PSU Debt fund Growth ₹44.8236
↑ 0.03
₹2,621 5,000 1.96.111.87.86.77.3%2Y 9M 29D3Y 9M 4D
DSP BlackRock Banking and PSU Debt Fund Growth ₹16.6383
↑ 0.02
₹2,097 1,000 2.45.710.97.36.36.76%2Y 7M 2D3Y 3M 11D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹251.913
↑ 0.23
₹8,282 1,000 1.75.910.97.46.67.08%2Y 9M3Y 9M 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹14.5977
↑ 0.01
₹1,4051.80.24.75.55.99.21%1Y 7M 6D2Y
DHFL Pramerica Credit Risk Fund Growth ₹14.5052
↑ 0.01
₹4892.90.33.85.25.114.08%1Y 3M 11D1Y 9M
HDFC Credit Risk Debt Fund Growth ₹15.9407
↑ 0.06
₹14,6881.84.496.75.49.66%1Y 8M 26D2Y 3M 4D
SBI Credit Risk Fund Growth ₹30.7056
↑ 0.01
₹5,2392.12.97.46.66.29.69%1Y 10M 6D2Y 5M 1D
Principal Credit Risk Fund Growth ₹2,804.93
↑ 0.81
₹581.7-3.60.44.66.47.83%1Y 1M 13D1Y 4M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Corporate Bond Fund Growth ₹21.9717
↑ 0.18
₹12,9101.65.611.37.76.57.26%2Y 11M 26D4Y 29D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹75.5206
↑ 0.03
₹16,2751.95.210.67.777.22%2Y 14D2Y 10M 2D
Kotak Corporate Bond Fund Standard Growth ₹2,604.65
↑ 1.11
₹2,4482.45.110.287.57.46%1Y 4M 10D1Y 6M 29D
ICICI Prudential Corporate Bond Fund Growth ₹20.1052
↑ 0.01
₹9,0022.15.110.27.46.47.22%1Y 8M 23D2Y 3M 11D
Reliance Prime Debt Fund Growth ₹40.5604
↑ 0.04
₹1,1401.73.28.276.99.02%1Y 5M 12D1Y 8M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Reliance Gilt Securities Fund Growth ₹26.9624
↑ 0.02
₹1,089 5,000 0.6915.78.386.54%5Y 9M 18D8Y 1M 10D
SBI Magnum Gilt Fund Growth ₹44.4505
↑ 0.01
₹1,639 5,000 0.29.515.27.95.16.4%5Y 11D7Y 2M 5D
Aditya Birla Sun Life Government Securities Fund Growth ₹56.3601
↑ 0.02
₹262 1,000 08.614.97.76.96.63%5Y 9M8Y 2M 8D
UTI Gilt Fund Growth ₹44.398
↑ 0.03
₹556 5,000 0.18.714.48.46.36.45%5Y 5M 16D8Y 11M 18D
Canara Robeco Gilt Fund Growth ₹54.3532
↑ 0.01
₹84 5,000 -0.18.112.26.74.96.53%5Y 9M 25D8Y 8M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Best Hybrid Funds 2019 - 2020

Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.

Top 5 Balanced Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Debt Hybrid Fund Growth ₹40.8327
↑ 0.13
₹1,1272.52.910.85.18.3-0.2
ICICI Prudential MIP 25 Growth ₹44.2148
↑ 0.03
₹1,6401.73.510.17.99.75.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹39.951
↑ 0.13
₹2,0040.92.47.84.68.8-2.2
Edelweiss Arbitrage Fund Growth ₹14.2306
↑ 0.01
₹3,9231.63.46.56.26.76.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹749.14
↑ 5.10
₹11,4770.3-0.864.88.9-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹749.14
↑ 5.10
₹11,477 1,000 0.3-0.864.88.9-5
Principal Hybrid Equity Fund Growth ₹74.89
↑ 0.46
₹1,559 5,000 -0.7-4.12.28.210.1-1.5
DSP BlackRock Equity and Bond Fund Growth ₹160.066
↑ 1.13
₹5,929 1,000 5.65.317.57.611.5-5.1
SBI Equity Hybrid Fund Growth ₹141.368
↑ 0.79
₹29,354 1,000 2.94.816.79.611.5-0.1
ICICI Prudential Equity and Debt Fund Growth ₹133.17
↑ 0.63
₹23,288 5,000 -0.7-1.37.17.810.1-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Debt Hybrid Fund Growth ₹40.8327
↑ 0.13
₹1,127 5,000 2.52.910.85.18.3-0.2
ICICI Prudential MIP 25 Growth ₹44.2148
↑ 0.03
₹1,640 5,000 1.73.510.17.99.75.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹39.951
↑ 0.13
₹2,004 1,000 0.92.47.84.68.8-2.2
Edelweiss Arbitrage Fund Growth ₹14.2306
↑ 0.01
₹3,923 5,000 1.63.46.56.26.76.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹749.14
↑ 5.10
₹11,477 1,000 0.3-0.864.88.9-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹14.2306
↑ 0.01
₹3,923 5,000 1.63.46.56.26.76.1
Reliance Arbitrage Fund Growth ₹19.6469
↑ 0.01
₹8,937 5,000 1.53.36.56.36.86.8
Kotak Equity Arbitrage Fund Growth ₹27.3576
↑ 0.01
₹15,629 5,000 1.53.26.36.26.66.3
ICICI Prudential Equity Arbitrage Fund Growth ₹25.2873
↑ 0.01
₹12,243 5,000 1.53.26.26.16.56.2
L&T Arbitrage Opportunities Fund Growth ₹14.042
↑ 0.01
₹824 5,000 1.53.36.16.16.56
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 5,000 2.9-1.23.116.615.5
ICICI Prudential Balanced Advantage Fund Growth ₹36.88
↑ 0.13
₹27,468 5,000 2.83.611.98.39.62.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹54.27
↑ 0.36
₹2,630 1,000 22.28.16.69.20.7
Reliance Balanced Advantage Fund Growth ₹91.4572
↑ 0.41
₹2,314 5,000 -0.3-0.187.69.10.4
Edelweiss Balanced Advantage Fund Growth ₹24.14
↑ 0.16
₹1,432 1,000 2.62.18.77.87.91.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 19

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Multi Asset Allocation Fund Growth ₹28.4489
↑ 0.19
₹258 5,000 3.16.711.56.78.50.4
HDFC Multi-Asset Fund Growth ₹32.507
↑ 0.26
₹178 5,000 0.90.68.356.6-1.9
Axis Triple Advantage Fund Growth ₹20.9184
↑ 0.10
₹263 5,000 5.59.118.87.88.21.9
ICICI Prudential Multi-Asset Fund Growth ₹266.316
↑ 1.43
₹10,942 5,000 -0.6-0.45.68.58.8-2.2
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
DHFL Pramerica Equity Savings Fund Growth ₹32.8207
↑ 0.08
₹34 5,000 1.538.66.48.91.4
HDFC Equity Savings Fund Growth ₹36.93
↑ 0.15
₹4,910 5,000 -0.10.25.86.67.90.9
Principal Equity Savings Fund Growth ₹36.4685
↑ 0.10
₹54 5,000 0.71.55.15.46.41.6
L&T Equity Savings Fund Growth ₹17.498
↑ 0.09
₹136 5,000 0.3-2.13.14.16-0.6
IDBI Equity Savings Fund Growth ₹16.9878
↑ 0.06
₹14 5,000 3.33.47.63.55.31.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Retirement Savings Fund - Progressive Growth ₹30.2192
↑ 0.20
₹632 5,000 4.93.615.811.113.4-6.1
Tata Retirement Savings Fund-Moderate Growth ₹30.6864
↑ 0.18
₹1,049 5,000 4.31.5129.412.6-3.6
SBI Magnum Children's Benefit Plan Growth ₹56.0837
↑ 0.31
₹62 5,000 0.9-1.73.68.310.80.1
Tata Retirement Savings Fund - Conservative Growth ₹20.5472
↑ 0.05
₹130 5,000 2.13.710.46.68.80.8
ICICI Prudential Child Care Plan (Gift) Growth ₹139.08
↑ 0.65
₹612 5,000 -2.7-2.16.45.77.6-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Top 5 Gold Funds 2019 - 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Invesco India Gold Fund Growth ₹11.9127
↓ -0.03
₹151118.720.67.85.76.6
Aditya Birla Sun Life Gold Fund Growth ₹12.0376
↓ -0.16
₹728.321.518.76.65.66.8
Reliance Gold Savings Fund Growth ₹15.9072
↓ -0.01
₹747920.718.66.45.36
SBI Gold Fund Growth ₹12.0338
↑ 0.00
₹36910.121.4207.35.56.4
Kotak Gold Fund Growth ₹16.0858
↓ -0.01
₹17511.222.121.36.65.87.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

Best Mutual Funds Based on 1 Month Performance

1. DHFL Pramerica Short Maturity Fund

To generate steady returns with low to medium market risk for investors by investing in a portfolio of short -medium term debt and money market securities.

DHFL Pramerica Short Maturity Fund is a Debt - Short term Bond fund was launched on 21 Jan 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 5 in Short term Bond category.  Return for 2018 was 5.5% , 2017 was 6.8% and 2016 was 10% .

Below is the key information for DHFL Pramerica Short Maturity Fund

DHFL Pramerica Short Maturity Fund
Growth
Launch Date 21 Jan 03
NAV (18 Oct 19) ₹32.6581 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹111 on 31 Aug 19
Category Debt - Short term Bond
AMC DHFL Pramerica Asset Managers Private Limited
Rating
Risk Moderate
Expense Ratio 1.45
Sharpe Ratio -0.3
Information Ratio -0.53
Alpha Ratio -25.05
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (0.5%),6 Months and above(NIL)
Yield to Maturity 34.98%
Effective Maturity 2 Months 19 Days
Modified Duration 2 Months 5 Days

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,983
30 Sep 16₹12,011
30 Sep 17₹13,004
30 Sep 18₹13,529
30 Sep 19₹13,617

DHFL Pramerica Short Maturity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for DHFL Pramerica Short Maturity Fund

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

DurationReturns
1 Month 51.8%
3 Month 7.4%
6 Month -2.5%
1 Year 0.8%
3 Year 4.2%
5 Year 6.3%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.5%
2017 6.8%
2016 10%
2015 8.3%
2014 10.6%
2013 8.1%
2012 9.8%
2011 8.9%
2010 4.9%
2009 7.7%
Fund Manager information for DHFL Pramerica Short Maturity Fund
NameSinceTenure
Kumaresh Ramakrishnan13 Dec 171.8 Yr.
Puneet Pal13 Dec 171.8 Yr.

Data below for DHFL Pramerica Short Maturity Fund as on 31 Aug 19

Asset Allocation
Asset ClassValue
Cash65.61%
Debt34.39%
Debt Sector Allocation
SectorValue
Cash Equivalent65.61%
Government27.08%
Corporate7.31%
Credit Quality
RatingValue
BBB100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd.
CBLO | -
78%₹77 Cr
Net Receivables / (Payables)
Net Current Assets | -
12%-₹12 Cr
GOVT STOCK
Sovereign Bonds | -
11%₹10 Cr1,000,000
↑ 1,000,000
BHARAT PETROLEUM CORPORATION LIMITED
Debentures | -
9%₹9 Cr830,000
↑ 830,000
Yes Bank Limited
Debentures | -
7%₹7 Cr830,000
↓ -160,000
GOVT STOCK
Sovereign Bonds | -
5%₹5 Cr500,000
↑ 500,000
7.26% Govt Stock 2029
Sovereign Bonds | -
3%₹3 Cr250,000
↑ 250,000

2. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 19 in Sectoral category.  Return for 2018 was -19.5% , 2017 was 39.6% and 2016 was 4.8% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (18 Oct 19) ₹91.6519 ↑ 0.92   (1.01 %)
Net Assets (Cr) ₹1,217 on 31 Aug 19
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -1.89
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,443
30 Sep 16₹13,278
30 Sep 17₹15,140
30 Sep 18₹13,915
30 Sep 19₹11,778

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for UTI Transportation & Logistics Fund

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

DurationReturns
1 Month 11.4%
3 Month 5.9%
6 Month -9.1%
1 Year -6.6%
3 Year -3.1%
5 Year 4.7%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -19.5%
2017 39.6%
2016 4.8%
2015 5.7%
2014 104%
2013 24.7%
2012 37.7%
2011 -19.3%
2010 26.6%
2009 132.1%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 162.36 Yr.

Data below for UTI Transportation & Logistics Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Cyclical74.41%
Industrials23.53%
Asset Allocation
Asset ClassValue
Cash2.06%
Equity97.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
17%₹207 Cr338,642
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
7%₹83 Cr1,578,067
↓ -43,410
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
6%₹76 Cr295,819
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
6%₹72 Cr43,994
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 14 | 531344
6%₹71 Cr1,391,437
↓ -56,298
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | 532921
6%₹70 Cr1,901,160
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
5%₹60 Cr5,110,174
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
5%₹57 Cr203,488
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
4%₹52 Cr304,874
MRF Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | 500290
3%₹39 Cr6,600

(Erstwhile Canara Robeco F.O.R.C.E Fund)

The objective of the Fund is to provide long - term capital appreciation by primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 16 in Sectoral category.  Return for 2018 was 2% , 2017 was 41% and 2016 was 3.4% .

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (18 Oct 19) ₹42.01 ↑ 0.47   (1.13 %)
Net Assets (Cr) ₹329 on 31 Aug 19
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 3.16
Sharpe Ratio -0.39
Information Ratio 0.06
Alpha Ratio 3.47
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,817
30 Sep 16₹13,621
30 Sep 17₹16,149
30 Sep 18₹16,544
30 Sep 19₹19,242

Canara Robeco Consumer Trends Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Canara Robeco Consumer Trends Fund

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

DurationReturns
1 Month 11.3%
3 Month 9.2%
6 Month 7.1%
1 Year 22.3%
3 Year 12.6%
5 Year 14.5%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 2%
2017 41%
2016 3.4%
2015 1.8%
2014 56.3%
2013 -2.3%
2012 47.6%
2011 -22.3%
2010 32.8%
2009
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 190 Yr.
Cheenu Gupta15 Jun 181.29 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Defensive33.17%
Financial Services26.55%
Basic Materials11.07%
Consumer Cyclical10.15%
Industrials5.21%
Communication Services4.48%
Health Care4.17%
Utility2.31%
Technology0.6%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity97.69%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 500696
8%₹28 Cr147,400
↑ 21,700
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
6%₹21 Cr93,500
↓ -7,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
6%₹19 Cr87,450
↑ 23,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
5%₹17 Cr50,825
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹15 Cr424,683
↑ 278,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | NESTLEIND
4%₹14 Cr11,250
↑ 2,500
Voltas Ltd (Industrials)
Equity, Since 30 Sep 18 | VOLTAS
4%₹14 Cr223,500
↓ -26,500
Marico Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 531642
4%₹13 Cr345,000
↑ 210,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 500096
4%₹13 Cr290,000
↑ 19,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 540376
4%₹12 Cr75,000
↑ 75,000

4. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.7% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2018 was 0.4% , 2017 was 36.1% and 2016 was 7.6% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (18 Oct 19) ₹36.1387 ↑ 0.47   (1.31 %)
Net Assets (Cr) ₹721 on 31 Aug 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio -0.7
Information Ratio 0.78
Alpha Ratio 3.52
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,233
30 Sep 16₹12,444
30 Sep 17₹15,008
30 Sep 18₹16,179
30 Sep 19₹17,692

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Large and Mid Cap Fund

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

DurationReturns
1 Month 11.3%
3 Month 6.9%
6 Month 4%
1 Year 16.5%
3 Year 12.5%
5 Year 13.2%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
2013 -3%
2012 33.1%
2011 -23.3%
2010 11.3%
2009 67.8%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S Krishnakumar30 Dec 171.75 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services28%
Industrials16.65%
Consumer Cyclical14.99%
Basic Materials14.03%
Consumer Defensive7.89%
Health Care4.82%
Technology4.24%
Energy3.65%
Asset Allocation
Asset ClassValue
Cash5.74%
Equity94.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Money Dir Gr
Investment Fund | -
5%₹40 Cr9,822,917
↑ 9,822,917
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
5%₹39 Cr267,924
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
4%₹34 Cr83,934
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
4%₹32 Cr213,966
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹31 Cr704,499
↓ -97,651
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | ULTRACEMCO
4%₹30 Cr68,364
↑ 5,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹29 Cr236,928
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹29 Cr217,494
Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 509480
4%₹29 Cr663,774
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹26 Cr612,948

5. JM Value Fund

(Erstwhile JM Basic Fund)

The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus.

JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 15 in Value category.  Return for 2018 was -11.2% , 2017 was 44.6% and 2016 was 12.1% .

Below is the key information for JM Value Fund

JM Value Fund
Growth
Launch Date 2 Jun 97
NAV (18 Oct 19) ₹33.0432 ↑ 0.36   (1.12 %)
Net Assets (Cr) ₹114 on 31 Aug 19
Category Equity - Value
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.9
Sharpe Ratio -0.73
Information Ratio -0.5
Alpha Ratio -1.02
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,934
30 Sep 16₹13,585
30 Sep 17₹17,054
30 Sep 18₹15,937
30 Sep 19₹17,472

JM Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for JM Value Fund

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

DurationReturns
1 Month 11.3%
3 Month 6.6%
6 Month 1.4%
1 Year 15.2%
3 Year 8.3%
5 Year 12.7%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.2%
2017 44.6%
2016 12.1%
2015 3.5%
2014 52.4%
2013 -7.7%
2012 45.6%
2011 -41%
2010 -14.2%
2009 100.4%
Fund Manager information for JM Value Fund
NameSinceTenure
Asit Bhandarkar11 Dec 0612.48 Yr.

Data below for JM Value Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services40.21%
Industrials23.69%
Consumer Cyclical9.6%
Basic Materials9.38%
Technology4.38%
Communication Services2.85%
Consumer Defensive2.75%
Real Estate2.4%
Energy2.13%
Utility1.75%
Asset Allocation
Asset ClassValue
Cash0.85%
Equity99.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹12 Cr28,884
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
9%₹11 Cr74,907
↓ -3,725
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
9%₹11 Cr88,820
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 13 | MARUTI
7%₹8 Cr12,574
↑ 3,185
Voltas Ltd (Industrials)
Equity, Since 31 Jan 14 | VOLTAS
7%₹8 Cr119,375
↓ -4,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 500387
6%₹7 Cr3,794
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹6 Cr148,400
↓ -12,800
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
4%₹5 Cr67,475
Siemens Ltd (Industrials)
Equity, Since 31 Jul 19 | 500550
4%₹5 Cr35,380
↑ 6,250
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 14 | KOTAKBANK
4%₹5 Cr30,417

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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.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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SHRIRAM M JOSHI, posted on 28 Apr 19 7:25 PM

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