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Best Performing Mutual Funds in India for 2020 - 2021

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Best Performing Mutual Funds 2020 - 2021

Updated on April 2, 2020 , 53109 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 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Bluechip Fund Growth ₹28.1206
↓ -0.57
₹22,044-32.6-28.8-28-5.9-0.411.6
Indiabulls Blue Chip Fund Growth ₹15.27
↓ -0.43
₹148-32.6-27-28-4.60.212
ICICI Prudential Bluechip Fund Growth ₹30.02
↓ -1.22
₹23,609-32.8-27.9-28.9-4.50.29.8
Essel Large Cap Equity Fund Growth ₹16.0809
↓ -0.32
₹89-34.1-29.4-30-7.3-0.811.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹156.88
↓ -2.84
₹19,314-33-27.7-30.6-6.9-17.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T Midcap Fund Growth ₹94.81
↓ -1.65
₹6,213 5,000 -29.4-24-29.6-71.7-0.2
Kotak Emerging Equity Scheme Growth ₹28.33
↓ -0.62
₹6,848 5,000 -30.9-24.4-26.7-7.11.58.9
Sundaram Mid Cap Fund Growth ₹319.266
↓ -5.55
₹5,952 5,000 -31.4-26.6-31.7-10.7-1.1-0.3
BNP Paribas Mid Cap Fund Growth ₹24.808
↓ -0.36
₹748 5,000 -25.6-18.8-20.6-6.40.55.2
Motilal Oswal Midcap 30 Fund  Growth ₹18.2077
↓ -0.48
₹1,888 5,000 -31.8-27.5-27.7-9.3-1.79.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T Emerging Businesses Fund Growth ₹14.86
↓ -0.13
₹5,606 5,000 -36-33.1-40.2-11.30.2-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹19.7504
↓ -0.31
₹2,190 1,000 -36.8-33.9-44.1-17.5-4-11.5
Nippon India Small Cap Fund Growth ₹26.5324
↓ -0.26
₹8,567 5,000 -32.9-28-34.2-8.91.6-2.5
Franklin India Smaller Companies Fund Growth ₹32.6662
↓ -0.61
₹6,627 5,000 -35.6-33-40-14.4-3.5-5
HDFC Small Cap Fund Growth ₹25.417
↓ -0.41
₹9,154 5,000 -35.3-33.6-42.8-9.3-0.3-9.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Motilal Oswal Multicap 35 Fund Growth ₹18.2941
↓ -0.55
₹12,372 5,000 -32.4-29.7-29-71.27.9
Kotak Standard Multicap Fund Growth ₹25.477
↓ -0.60
₹29,460 5,000 -32.3-27.3-27.9-4.2212.3
Principal Multi Cap Growth Fund Growth ₹99.98
↓ -2.43
₹690 5,000 -31-25.2-30-6.10.83.9
IDFC Focused Equity Fund Growth ₹27.15
↓ -0.73
₹1,437 5,000 -29.3-22.9-25.3-3.9-0.88.9
SBI Magnum Multicap Fund Growth ₹35.3463
↓ -0.56
₹8,494 1,000 -31.3-28.1-27.1-4.51.611
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata India Tax Savings Fund Growth ₹13.0163
↓ -0.37
₹2,060-32.8-27.7-28.3-4.41.513.6
IDFC Tax Advantage (ELSS) Fund Growth ₹35.6
↓ -0.88
₹2,060-35.9-31.8-37-8.4-2.71.9
Aditya Birla Sun Life Tax Relief '96 Growth ₹23.79
↓ -0.40
₹10,073-26.6-20.4-25-2.81.64.3
DSP BlackRock Tax Saver Fund Growth ₹34.972
↓ -0.85
₹6,096-32.7-28.2-27.2-5.31.514.8
L&T Tax Advantage Fund Growth ₹37.452
↓ -0.55
₹3,206-33-27.4-30.6-7.3-0.24.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Sundaram Rural and Consumption Fund Growth ₹30.4841
↓ -0.59
₹1,816-28-24.6-27-6.33.82.7
DSP BlackRock Natural Resources and New Energy Fund Growth ₹20.969
↓ -0.43
₹282-35.9-31.8-36.8-11.62.74.4
Franklin Build India Fund Growth ₹26.5555
↓ -0.33
₹1,083-37.1-32.5-37.2-9.6-2.36
IDFC Infrastructure Fund Growth ₹8.82
↓ -0.18
₹649-38.5-36.3-41.7-16.2-6-5.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹17.14
↓ -0.82
₹1,859-45.7-38.6-41.8-100.114.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata Equity PE Fund Growth ₹94.1357
↓ -1.13
₹4,567-32.3-28.4-30.3-7.30.65.3
L&T India Value Fund Growth ₹23.538
↓ -0.53
₹7,041-35.4-30.3-34.7-10.2-0.44.6
JM Value Fund Growth ₹22.7216
↓ -0.55
₹116-32.7-29.2-29.9-6.60.811.9
HDFC Capital Builder Value Fund Growth ₹187.3
↓ -2.87
₹4,010-35.1-31.1-37.5-9.3-1.50
Aditya Birla Sun Life Pure Value Fund Growth ₹31.5175
↓ -0.15
₹3,653-33.2-29.6-39.2-15.4-3.9-10.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Focused 25 Fund Growth ₹22.01
↓ -0.55
₹9,764-28.5-24.2-19.71.23.914.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹43.3881
↓ -0.83
₹4,205-31.4-25.4-27.1-5.4-0.111.3
Principal Focused Multicap Fund Growth ₹52.04
↓ -0.98
₹366-24.9-17.8-17.6-0.81.911.8
Motilal Oswal Focused 25 Fund  Growth ₹17.523
↓ -0.48
₹1,237-28.3-23.1-17.9-21.417.1
Sundaram Select Focus Fund Growth ₹135.199
↓ -1.97
₹1,046-30.3-24.7-24.3-1.4115
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹397.746
↑ 0.22
₹16,489 1,000 1.53.27.67.68.56.5%5M 19D6M 18D
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.5296
↑ 0.02
₹15,040 10,000 -2.10.24.67.39.69.48%5M 23D6M 25D
Indiabulls Ultra Short Term Fund Growth ₹1,941.84
↑ 1.10
₹256 500 1.73.26.97.17.60%
BOI AXA Ultra Short Duration Fund Growth ₹2,417.83
↑ 1.14
₹295 5,000 1.32.96.77.47.55.64%5M 5D5M 21D
UTI Ultra Short Term Fund Growth ₹3,106.84
↑ 2.41
₹2,043 5,000 1.12.72.45.33.30%5M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
PGIM India Short Maturity Fund Growth ₹33.1357
↓ -0.05
₹420.81.8-0.93.6-0.56.43%2Y 1M 10D2Y 6M 18D
ICICI Prudential Short Term Fund Growth ₹42.0966
↑ 0.11
₹13,4701.748.77.29.77.08%2Y 3M 22D3Y 1M 6D
Nippon India Short Term Fund Growth ₹37.7414
↓ -0.03
₹7,8621.73.88.36.99.46.94%1Y 10M 28D2Y 3M 11D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹33.141
↓ -0.03
₹3,0350.72.276.98.58.07%2Y 6M 14D3Y 3M 18D
UTI Short Term Income Fund Growth ₹21.6124
↓ -0.02
₹1,9771.83.9-4.12.7-3.90%2Y 9M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Liquid Funds

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
PGIM India Insta Cash Fund Growth ₹257.143
↑ 0.08
₹780 5,000 0.51.32.76.26.75.64%1M 13D1M 13D
Indiabulls Liquid Fund Growth ₹1,926.53
↑ 0.37
₹763 500 0.51.42.76.16.60%
JM Liquid Fund Growth ₹54.0569
↑ 0.02
₹1,931 5,000 0.51.32.766.65.57%18D18D
Principal Cash Management Fund Growth ₹1,749.81
↑ 0.21
₹161 5,000 0.41.22.55.76.25.46%22D24D
Baroda Pioneer Liquid Fund Growth ₹2,274.94
↑ 0.90
₹8,706 5,000 0.71.52.96.36.65.15%18D16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Banking and PSU Debt Fund Growth ₹16.5136
↓ -0.01
₹5,323 5,000 2.14.69.57.710.27%2Y 4M 19D3Y 1M 4D
UTI Banking & PSU Debt Fund Growth ₹15.0968
↓ -0.02
₹155 5,000 1.93.80.54.1-10%3Y 6M 29D
Kotak Banking and PSU Debt fund Growth ₹46.6121
↓ -0.10
₹5,225 5,000 24.410.18.110.86.71%2Y 7M 17D3Y 6M 25D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹261.354
↓ -0.52
₹10,056 1,000 24.29.57.89.96.73%2Y 11M 5D3Y 11M 12D
DSP BlackRock Banking and PSU Debt Fund Growth ₹17.3027
↓ -0.04
₹2,389 1,000 2.34.59.47.79.96.36%2Y 11M 1D3Y 9M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹15.1765
↑ 0.01
₹1,1882.14.54.15.74.49.08%1Y 9M 18D2Y 2M 12D
PGIM India Credit Risk Fund Growth ₹13.9426
↑ 0.03
₹329-4.9-3.4-3.62.7310.63%1Y 4M 6D1Y 9M
HDFC Credit Risk Debt Fund Growth ₹16.6344
↓ -0.01
₹14,6972.34.88.778.68.47%2Y 10D2Y 8M 12D
SBI Credit Risk Fund Growth ₹31.7288
↑ 0.02
₹5,08323.76.16.56.50%
DSP BlackRock Credit Risk Fund Growth ₹29.2126
↓ 0.00
₹1,267243.92.84.48.33%1Y 1M 17D1Y 4M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Corporate Bond Fund Growth ₹22.8741
↓ -0.04
₹13,3892.34.39.68.110.36.79%3Y 22D4Y 29D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹78.1758
↓ -0.08
₹17,6061.93.98.87.89.66.78%2Y 4M 2D3Y 14D
Kotak Corporate Bond Fund Standard Growth ₹2,691.47
↑ 0.47
₹4,8401.73.88.789.66.51%1Y 4M 17D1Y 7M 6D
ICICI Prudential Corporate Bond Fund Growth ₹20.8061
↑ 0.04
₹13,2431.63.98.77.59.96.61%1Y 10M 2D2Y 6M
Nippon India Prime Debt Fund Growth ₹42.1857
↑ 0.01
₹9332.24.27.77.37.88.51%1Y 3M 29D1Y 7M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹46.6086
↓ -0.34
₹2,071 5,000 2.94.714.18.113.10%
Nippon India Gilt Securities Fund Growth ₹28.1776
↓ -0.14
₹1,135 5,000 2.74.113.28.812.46.51%5Y 9M 11D7Y 11M 16D
Aditya Birla Sun Life Government Securities Fund Growth ₹58.268
↓ -0.44
₹231 1,000 2.13.211.68116.75%7Y 29D10Y 11M 12D
ICICI Prudential Gilt Fund Growth ₹71.1563
↑ 0.40
₹1,272 5,000 2.53.811.47.910.86.73%6Y 11M 12D11Y 5M 16D
UTI Gilt Fund Growth ₹45.6227
↓ -0.41
₹503 5,000 1.62.511.37.311.80%9Y 7M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Edelweiss Arbitrage Fund Growth ₹14.6257
↑ 0.00
₹3,9551.73.26.76.26.46.2
ICICI Prudential MIP 25 Growth ₹43.5212
↑ 0.34
₹1,746-4.1-0.82.267.39.6
SBI Debt Hybrid Fund Growth ₹38.3212
↓ -0.49
₹1,050-7.5-5.4-3.61.758.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹35.5528
↓ -0.37
₹1,597-12.4-10.1-8.9-0.545.8
Principal Hybrid Equity Fund Growth ₹59.78
↓ -0.97
₹1,266-22.8-18.3-23.2-1.83.32.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Principal Hybrid Equity Fund Growth ₹59.78
↓ -0.97
₹1,266 5,000 -22.8-18.3-23.2-1.83.32.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹551.26
↓ -8.16
₹8,945 1,000 -28.7-24.8-27.3-6.9-0.54.8
DSP BlackRock Equity and Bond Fund Growth ₹128.592
↓ -2.10
₹6,465 1,000 -21.6-17.8-15.1-0.93.514.2
SBI Equity Hybrid Fund Growth ₹114.02
↓ -1.77
₹32,470 1,000 -22.1-17.6-15.11.43.513.5
L&T Hybrid Equity Fund Growth ₹20.435
↓ -0.34
₹6,870 5,000 -25.1-20.5-21.9-4.31.26.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Edelweiss Arbitrage Fund Growth ₹14.6257
↑ 0.00
₹3,955 5,000 1.73.26.76.26.46.2
ICICI Prudential MIP 25 Growth ₹43.5212
↑ 0.34
₹1,746 5,000 -4.1-0.82.267.39.6
SBI Debt Hybrid Fund Growth ₹38.3212
↓ -0.49
₹1,050 5,000 -7.5-5.4-3.61.758.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹35.5528
↓ -0.37
₹1,597 1,000 -12.4-10.1-8.9-0.545.8
Principal Hybrid Equity Fund Growth ₹59.78
↓ -0.97
₹1,266 5,000 -22.8-18.3-23.2-1.83.32.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Edelweiss Arbitrage Fund Growth ₹14.6257
↑ 0.00
₹3,955 5,000 1.73.26.76.26.46.2
L&T Arbitrage Opportunities Fund Growth ₹14.422
↓ 0.00
₹797 5,000 1.53.16.56.26.36
ICICI Prudential Equity Arbitrage Fund Growth ₹25.9199
↑ 0.00
₹13,591 5,000 1.42.96.366.35.9
Kotak Equity Arbitrage Fund Growth ₹28.0522
↑ 0.01
₹17,662 5,000 1.42.96.36.26.36.1
Nippon India Arbitrage Fund Growth ₹20.1144
↓ 0.00
₹10,423 5,000 1.32.86.36.26.46.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 5,000 2.9-1.23.116.615.5
Nippon India Balanced Advantage Fund Growth ₹76.7213
↓ -0.61
₹2,956 5,000 -19-15.1-15.7-0.62.38.3
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹44.03
↓ -0.57
₹2,630 1,000 -21.2-17.2-16.8-2.63.48.1
ICICI Prudential Balanced Advantage Fund Growth ₹29.24
↓ -0.88
₹28,092 5,000 -23.4-19.2-17.3-1.22.810.8
Edelweiss Balanced Advantage Fund Growth ₹21.57
↓ -0.27
₹1,429 1,000 -12.7-8.8-8.42.22.77.8
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 (%)2019 (%)
SBI Multi Asset Allocation Fund Growth ₹25.7472
↓ -0.36
₹245 5,000 -11.3-8.2-3.22.1510.6
HDFC Multi-Asset Fund Growth ₹26.759
↓ -0.19
₹227 5,000 -21.1-16.2-17.1-2.71.69.3
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
Axis Triple Advantage Fund Growth ₹16.977
↓ -0.19
₹307 5,000 -21.4-17.1-11.20.32.115.3
ICICI Prudential Multi-Asset Fund Growth ₹206.738
↓ -5.35
₹11,138 5,000 -25.9-20.2-22.7-3.61.77.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
PGIM India Equity Savings Fund Growth ₹28.9576
↓ -0.24
₹35 5,000 -13.8-10.9-8.30.93.710.6
HDFC Equity Savings Fund Growth ₹32.406
↓ -0.12
₹3,859 5,000 -14.2-11.4-11.9-0.34.65.8
Principal Equity Savings Fund Growth ₹32.7403
↓ -0.25
₹41 5,000 -11.8-9.1-8.50.72.95.1
L&T Equity Savings Fund Growth ₹15.108
↓ -0.11
₹103 5,000 -15.8-12.6-15.2-1.813.7
IDBI Equity Savings Fund Growth ₹15.0828
↓ -0.12
₹12 5,000 -12.9-9.6-7.8-1.31.37.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Magnum Children's Benefit Plan Growth ₹51.7503
↓ -0.58
₹64 5,000 -8.9-6.6-9.73.37.32.6
Tata Retirement Savings Fund-Moderate Growth ₹24.3259
↓ -0.40
₹1,142 5,000 -23.1-19-19.3-13.38.6
Tata Retirement Savings Fund - Progressive Growth ₹22.7112
↓ -0.43
₹743 5,000 -27.3-23-21.9-1.53.111.5
Tata Retirement Savings Fund - Conservative Growth ₹19.5241
↓ -0.27
₹137 5,000 -6.5-4.3-1.53.45.87.6
ICICI Prudential Child Care Plan (Gift) Growth ₹107.31
↓ -3.75
₹644 5,000 -26.6-20.2-24-5.30.98.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Top 5 Gold Funds 2020 - 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Invesco India Gold Fund Growth ₹13.2138
↑ 0.16
₹188.413.434.812.38.821.4
Aditya Birla Sun Life Gold Fund Growth ₹13.8716
↑ 0.13
₹899.616.838.313.59.521.3
Nippon India Gold Savings Fund Growth ₹18.2592
↑ 0.26
₹8239.616.238.813.69.322.5
SBI Gold Fund Growth ₹14.4115
↑ 0.36
₹4341521.545.115.810.422.8
Kotak Gold Fund Growth ₹18.8796
↑ 0.68
₹24413.418.842.815.510.224.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

Best Mutual Funds Based on 1 Month Performance

1. SBI Gold Fund

The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS).

SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.4% since its launch.  Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% .

Below is the key information for SBI Gold Fund

SBI Gold Fund
Growth
Launch Date 12 Sep 11
NAV (03 Apr 20) ₹14.4115 ↑ 0.36   (2.54 %)
Net Assets (Cr) ₹434 on 29 Feb 20
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.43
Sharpe Ratio 1.57
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,591
31 Mar 17₹10,499
31 Mar 18₹11,134
31 Mar 19₹11,349
31 Mar 20₹15,946

SBI Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for SBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month 9.6%
3 Month 15%
6 Month 21.5%
1 Year 45.1%
3 Year 15.8%
5 Year 10.4%
10 Year
15 Year
Since launch 4.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.8%
2018 6.4%
2017 3.5%
2016 10%
2015 -8.1%
2014 -10.2%
2013 -6.6%
2012 10.9%
2011
2010
Fund Manager information for SBI Gold Fund
NameSinceTenure
Raviprakash Sharma12 Sep 118.31 Yr.

Data below for SBI Gold Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Other101.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI ETF Gold
- | SETFGOLD
102%₹441 Cr1,154,826
↑ 4,708
Net Receivable / Payable
CBLO | -
2%-₹10 Cr
Treps
CBLO/Reverse Repo | -
1%₹3 Cr

2. Kotak Gold Fund

The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Kotak Gold Fund is a Gold - Gold fund was launched on 25 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.3% since its launch.  Return for 2019 was 24.1% , 2018 was 7.3% and 2017 was 2.5% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (03 Apr 20) ₹18.8796 ↑ 0.68   (3.75 %)
Net Assets (Cr) ₹244 on 29 Feb 20
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.6
Sharpe Ratio 1.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,709
31 Mar 17₹10,522
31 Mar 18₹11,040
31 Mar 19₹11,389
31 Mar 20₹15,658

Kotak Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Kotak Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month 7.7%
3 Month 13.4%
6 Month 18.8%
1 Year 42.8%
3 Year 15.5%
5 Year 10.2%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 24.1%
2018 7.3%
2017 2.5%
2016 10.2%
2015 -8.4%
2014 -10%
2013 -7.7%
2012 10.9%
2011
2010
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 118.69 Yr.

Data below for Kotak Gold Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash3.25%
Other96.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | KOTAKGOLDE
98%₹238 Cr6,301,073
↑ 227,279
Triparty Repo
CBLO/Reverse Repo | -
3%₹6 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
0%₹0 Cr

3. ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF). However, there can be no assurance that the investment objectives of the Scheme will be realized.

ICICI Prudential Regular Gold Savings Fund is a Gold - Gold fund was launched on 11 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.8% since its launch.  Return for 2019 was 22.7% , 2018 was 7.4% and 2017 was 0.8% .

Below is the key information for ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund
Growth
Launch Date 11 Oct 11
NAV (03 Apr 20) ₹14.9312 ↑ 0.09   (0.65 %)
Net Assets (Cr) ₹103 on 29 Feb 20
Category Gold - Gold
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.47
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-15 Months (2%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,713
31 Mar 17₹10,886
31 Mar 18₹11,323
31 Mar 19₹11,632
31 Mar 20₹15,588

ICICI Prudential Regular Gold Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for ICICI Prudential Regular Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month 7.1%
3 Month 12.2%
6 Month 17.8%
1 Year 38.8%
3 Year 13.7%
5 Year 10%
10 Year
15 Year
Since launch 4.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.7%
2018 7.4%
2017 0.8%
2016 8.9%
2015 -5.1%
2014 -9.2%
2013 -6.7%
2012 11.2%
2011
2010
Fund Manager information for ICICI Prudential Regular Gold Savings Fund
NameSinceTenure
Manish Banthia27 Sep 127.26 Yr.

Data below for ICICI Prudential Regular Gold Savings Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash2.56%
Other97.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Prudential Gold ETF
- | ICICIGOLD
98%₹101 Cr26,377,600
↑ 300,000
Treps
CBLO/Reverse Repo | -
4%₹4 Cr
Net Current Assets
Net Current Assets | -
2%-₹2 Cr

4. HDFC Gold Fund

To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund (HGETF).

HDFC Gold Fund is a Gold - Gold fund was launched on 24 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.3% since its launch.  Return for 2019 was 21.7% , 2018 was 6.6% and 2017 was 2.8% .

Below is the key information for HDFC Gold Fund

HDFC Gold Fund
Growth
Launch Date 24 Oct 11
NAV (03 Apr 20) ₹14.2307 ↑ 0.19   (1.34 %)
Net Assets (Cr) ₹329 on 29 Feb 20
Category Gold - Gold
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.45
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,547
31 Mar 17₹10,614
31 Mar 18₹11,177
31 Mar 19₹11,404
31 Mar 20₹15,647

HDFC Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for HDFC Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month 5.5%
3 Month 10.5%
6 Month 16%
1 Year 39.1%
3 Year 14.1%
5 Year 9.5%
10 Year
15 Year
Since launch 4.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 21.7%
2018 6.6%
2017 2.8%
2016 10.1%
2015 -7.3%
2014 -9.8%
2013 -7.2%
2012 12%
2011
2010
Fund Manager information for HDFC Gold Fund
NameSinceTenure
Krishan Daga19 Oct 154.2 Yr.

Data below for HDFC Gold Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash0.81%
Other99.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Gold ETF
- | HDFCMFGETF
100%₹328 Cr859,000
↑ 41,000
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
0%₹1 Cr
Net Current Assets
Net Current Assets | -
0%₹0 Cr

5. Axis Gold Fund

To generate returns that closely correspond to returns generated by Axis Gold ETF.

Axis Gold Fund is a Gold - Gold fund was launched on 20 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 3.8% since its launch.  Return for 2019 was 23.1% , 2018 was 8.3% and 2017 was 0.7% .

Below is the key information for Axis Gold Fund

Axis Gold Fund
Growth
Launch Date 20 Oct 11
NAV (03 Apr 20) ₹13.72 ↑ 0.23   (1.70 %)
Net Assets (Cr) ₹67 on 29 Feb 20
Category Gold - Gold
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.72
Sharpe Ratio 1.46
Information Ratio 0
Alpha Ratio 0
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
31 Mar 15₹10,000
31 Mar 16₹10,399
31 Mar 17₹10,394
31 Mar 18₹10,615
31 Mar 19₹10,948
31 Mar 20₹15,099

Axis Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Axis Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Apr 20

DurationReturns
1 Month 4.9%
3 Month 9.7%
6 Month 14.9%
1 Year 39%
3 Year 13.6%
5 Year 8.4%
10 Year
15 Year
Since launch 3.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 23.1%
2018 8.3%
2017 0.7%
2016 10.7%
2015 -11.9%
2014 -11.4%
2013 -7.5%
2012 10.9%
2011
2010
Fund Manager information for Axis Gold Fund
NameSinceTenure
Devang Shah7 Jun 163.48 Yr.

Data below for Axis Gold Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash7.03%
Other92.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Gold ETF
- | AXISGOLDEQ
94%₹63 Cr170,000
↑ 3,000
Clearing Corporation Of India Ltd
CBLO | -
6%₹4 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments

A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:

1. Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small 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

very helpful

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Want to know about MF

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