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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019

Updated on December 11, 2019 , 35924 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 (%)
Indiabulls Blue Chip Fund Growth ₹22.52
↑ 0.24
₹19110.93.112.513.59.9-1.4
SBI Bluechip Fund Growth ₹41.3293
↑ 0.40
₹23,5857.71.912.111.19.9-4.1
JM Core 11 Fund Growth ₹9.3434
↑ 0.08
₹5782.71214.510.9-5
Essel Large Cap Equity Fund Growth ₹23.9923
↑ 0.24
₹1048.31.611.411.29-6
ICICI Prudential Bluechip Fund Growth ₹44.1
↑ 0.43
₹24,13281.610.312.59.3-0.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹130.49
↑ 0.74
₹5,831 5,000 7-0.5-0.8910.5-12
Kotak Emerging Equity Scheme Growth ₹39.899
↑ 0.21
₹5,341 5,000 8.32.38.810.111.1-11.7
Sundaram Mid Cap Fund Growth ₹452.912
↑ 2.32
₹5,883 5,000 6.2-3-0.15.28.4-15.4
BNP Paribas Mid Cap Fund Growth ₹32.195
↑ 0.20
₹757 5,000 7.4-0.24.77.48.2-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹26.5487
↑ 0.06
₹1,625 5,000 9.85.611.36.79.3-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹22.379
↑ 0.15
₹6,112 5,000 2-6.6-8.48.310.7-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹29.9495
↑ 0.37
₹2,283 1,000 0.1-11.9-10.816-22.6
Reliance Small Cap Fund Growth ₹37.7337
↑ 0.31
₹8,425 5,000 3.4-5.4-4.68.510.2-16.7
Franklin India Smaller Companies Fund Growth ₹48.6149
↑ 0.28
₹7,031 5,000 0.8-9.8-5.92.76.6-17.4
HDFC Small Cap Fund Growth ₹37.868
↑ 0.30
₹9,137 5,000 -1.1-11.3-108.98.7-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹26.7438
↑ 0.24
₹13,513 5,000 6.10.26.711.612.1-7.8
Kotak Standard Multicap Fund Growth ₹37.135
↑ 0.15
₹28,348 5,000 8.31.712.71411.3-0.9
Principal Multi Cap Growth Fund Growth ₹143.1
↑ 1.26
₹853 5,000 8.6-0.24.411.69.3-8.7
IDFC Focused Equity Fund Growth ₹37.9
↑ 0.36
₹1,533 5,000 11.51.57.212.97.2-12.7
SBI Magnum Multicap Fund Growth ₹50.5633
↑ 0.41
₹8,334 1,000 5.30.910.912.111-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹19.2095
↑ 0.20
₹2,0099.22.414.314.312.3-8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹54.43
↑ 0.44
₹2,0534.6-4.51.411.59.2-9.4
DSP BlackRock Tax Saver Fund Growth ₹51.203
↑ 0.50
₹6,1038.34.315.112.111.2-7.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹32.25
↑ 0.27
₹9,8149.13.15.212.610.6-4.5
L&T Tax Advantage Fund Growth ₹54.91
↑ 0.43
₹3,4188.30.84.210.29.2-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹69.48
↑ 0.89
₹3,44512.41.917.217.313.8-0.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.12
↑ 0.35
₹1,88813.73.61717.414.4-2.4
Franklin Build India Fund Growth ₹41.38
↑ 0.32
₹1,2605.2-5.17.59.48.8-10.7
Sundaram Rural and Consumption Fund Growth ₹42.1813
↑ 0.26
₹2,1557.81.33.79.511.7-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹31.353
↑ 0.44
₹3808.3-4.43.25.411.7-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹138.001
↑ 1.16
₹5,4857.82.26.910.510.5-7.1
L&T India Value Fund Growth ₹35.828
↑ 0.36
₹8,0326.5-1.44.58.210.2-11.4
JM Value Fund Growth ₹33.1921
↑ 0.21
₹127103.211.91211-11.2
HDFC Capital Builder Value Fund Growth ₹282.848
↑ 2.74
₹4,5334.6-3.809.77.9-5.5
Templeton India Value Fund Growth ₹239.83
↑ 2.25
₹5094.4-5-0.75.25.6-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹30.44
↑ 0.18
₹8,80010.96.514.818.5130.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹62.3454
↑ 0.26
₹4,3608.51.912.311.48.4-4.1
DSP BlackRock Focus Fund Growth ₹25.553
↑ 0.28
₹1,994147.918.3129.5-5.6
Sundaram Select Focus Fund Growth ₹192.76
↑ 1.30
₹1,0469.64.21516.59.51.2
Motilal Oswal Focused 25 Fund  Growth ₹23.86
↑ 0.15
₹1,18411.56.314.91310-4.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹27.9491
↑ 0.01
₹19,950 10,000 2.14.59.68.88.79.44%5M 16D6M 25D
Aditya Birla Sun Life Savings Fund Growth ₹390.56
↑ 0.07
₹15,840 1,000 1.74.18.77.77.65.99%3M 22D4M 6D
Indiabulls Ultra Short Term Fund Growth ₹1,904.55
↓ -0.01
₹40 500 1.53.47.87.27.15.84%3M 29D
BOI AXA Ultra Short Duration Fund Growth ₹2,379.38
↑ 0.15
₹296 5,000 1.63.67.77.77.65.8%5M 1D5Y 5M 5D
UTI Ultra Short Term Fund Growth ₹3,063.17
↑ 1.19
₹2,576 5,000 1.93.53.45.677.11%3M 20D4M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹32.6674
↓ -0.02
₹8427.910.8-0.43.85.57.57%2Y 5M 19D3Y 1M 6D
ICICI Prudential Short Term Fund Growth ₹41.0352
↓ -0.02
₹10,9091.64.59.66.95.87.28%1Y 10M 24D2Y 6M 29D
Reliance Short Term Fund Growth ₹36.9073
↓ -0.02
₹5,9101.74.79.56.75.57.4%2Y 14D2Y 5M 12D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹32.7693
↑ 0.01
₹3,2201.54.28.96.76.57.75%1Y 10M 24D2Y 5M 1D
UTI Short Term Income Fund Growth ₹21.1045
↓ -0.01
₹2,2021.85-3.92.567.23%2Y 1M 2D2Y 5M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹252.979
↑ 0.03
₹468 5,000 0.41.436.97.45.45%22D25D
JM Liquid Fund Growth ₹53.1999
↑ 0.01
₹1,109 5,000 0.41.32.96.77.45.27%18D18D
Indiabulls Liquid Fund Growth ₹1,895.11
↑ 0.27
₹545 500 0.41.32.96.77.35.34%24D25D
Principal Cash Management Fund Growth ₹1,724.21
↑ 0.45
₹197 5,000 0.41.32.86.3-1.85.23%20D21D
Reliance Liquid Fund  Growth ₹4,745.38
↑ 0.60
₹28,862 100 0.41.436.87.45.37%1M 2D1M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹16.0409
↓ -0.01
₹3,887 5,000 1.94.910.47.35.97.22%2Y 4D2Y 6M 25D
UTI Banking & PSU Debt Fund Growth ₹14.7051
↓ -0.01
₹149 5,000 -0.13-13.86.86.64%2Y 5M 19D3Y 2M 20D
Kotak Banking and PSU Debt fund Growth ₹45.2968
↓ 0.00
₹3,068 5,000 1.84.810.87.66.77.11%2Y 11M 19D4Y 11D
DSP BlackRock Banking and PSU Debt Fund Growth ₹16.8067
↓ -0.01
₹2,014 1,000 1.7510.27.16.36.68%2Y 7M 20D3Y 3M 22D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹254.216
↓ -0.03
₹8,720 1,000 1.54.6107.16.66.52%2Y 14D2Y 9M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹14.764
↓ -0.01
₹1,3371.84.14.35.45.99.17%1Y 6M1Y 9M 18D
DHFL Pramerica Credit Risk Fund Growth ₹14.6001
↓ 0.00
₹4284.14.93.35.15.19.96%1Y 7M 13D2Y 1M 24D
HDFC Credit Risk Debt Fund Growth ₹16.14
↓ 0.00
₹14,6251.84.38.66.75.49.41%1Y 10M 10D2Y 5M 19D
SBI Credit Risk Fund Growth ₹30.8761
↓ -0.01
₹5,1551.33.26.46.46.28.75%1Y 10M 2D2Y 4M 24D
Principal Credit Risk Fund Growth ₹2,828.78
↓ -1.19
₹451.43.6-0.14.56.47.25%11M 1D1Y 1M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹22.1347
↓ -0.01
₹11,9381.14.410.27.56.57.24%3Y 1M 13D4Y 3M 7D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹76.2612
↑ 0.01
₹16,8931.74.49.87.676.52%1Y 2M 12D1Y 6M 22D
ICICI Prudential Corporate Bond Fund Growth ₹20.3096
↓ 0.00
₹10,5871.74.59.97.36.46.87%1Y 9M 11D2Y 5M 12D
Kotak Corporate Bond Fund Standard Growth ₹2,631.64
↑ 0.78
₹3,4321.84.69.87.97.56.56%1Y 2M 26D1Y 4M 24D
Reliance Prime Debt Fund Growth ₹40.9642
↓ -0.01
₹9571.147.876.99.48%1Y 7M 20D1Y 11M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹44.4309
↑ 0.00
₹1,944 5,000 04.811.76.55.16.06%4Y 2M 19D6Y 1M 13D
UTI Gilt Fund Growth ₹44.3017
↓ -0.02
₹570 5,000 0.15.111.36.96.36.48%4Y 6M 22D7Y 6M 24D
Reliance Gilt Securities Fund Growth ₹26.8522
↓ -0.02
₹1,090 5,000 -0.24.111.2786.66%5Y 10M 24D8Y 4M 20D
Aditya Birla Sun Life Government Securities Fund Growth ₹56.2505
↓ -0.03
₹265 1,000 0.24.510.36.66.96.24%3Y 7M 20D4Y 10M 28D
Canara Robeco Gilt Fund Growth ₹54.2512
↓ -0.02
₹83 5,000 -0.33.79.55.44.96.31%4Y 10M 2D7Y 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 (%)
ICICI Prudential MIP 25 Growth ₹45.0372
↑ 0.10
₹1,6733.64.19.68.78.95.1
SBI Debt Hybrid Fund Growth ₹40.8798
↑ 0.07
₹1,0932.11.97.94.97.2-0.2
Edelweiss Arbitrage Fund Growth ₹14.3216
₹3,8541.42.86.26.16.66.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.148
↑ 0.08
₹1,9602.21.65.65.57.4-2.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹762.85
↑ 3.06
₹11,6084.90.457.27.3-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹762.85
↑ 3.06
₹11,608 1,000 4.90.457.27.3-5
Principal Hybrid Equity Fund Growth ₹76.6
↑ 0.57
₹1,578 5,000 5.202.310.69.4-1.5
DSP BlackRock Equity and Bond Fund Growth ₹162.075
↑ 0.59
₹6,303 1,000 7.24.913.810.59.5-5.1
SBI Equity Hybrid Fund Growth ₹144.213
↑ 0.76
₹30,906 1,000 6.84.513.71210.2-0.1
ICICI Prudential Equity and Debt Fund Growth ₹138.02
↑ 1.12
₹23,950 5,000 619.79.39.2-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential MIP 25 Growth ₹45.0372
↑ 0.10
₹1,673 5,000 3.64.19.68.78.95.1
SBI Debt Hybrid Fund Growth ₹40.8798
↑ 0.07
₹1,093 5,000 2.11.97.94.97.2-0.2
Edelweiss Arbitrage Fund Growth ₹14.3216
₹3,854 5,000 1.42.86.26.16.66.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.148
↑ 0.08
₹1,960 1,000 2.21.65.65.57.4-2.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹762.85
↑ 3.06
₹11,608 1,000 4.90.457.27.3-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹14.3216
₹3,854 5,000 1.42.86.26.16.66.1
Reliance Arbitrage Fund Growth ₹19.773
↑ 0.00
₹9,497 5,000 1.32.86.36.26.76.8
Kotak Equity Arbitrage Fund Growth ₹27.5413
↓ -0.01
₹16,198 5,000 1.32.86.26.16.66.3
ICICI Prudential Equity Arbitrage Fund Growth ₹25.4472
↑ 0.00
₹13,392 5,000 1.32.765.96.56.2
L&T Arbitrage Opportunities Fund Growth ₹14.141
↑ 0.00
₹801 5,000 1.42.8666.56
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹37.81
↑ 0.22
₹28,287 5,000 6.54.61110.19.32.4
Reliance Balanced Advantage Fund Growth ₹93.5833
↑ 0.56
₹2,495 5,000 4.41.48.410.68.10.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹55.07
↑ 0.14
₹2,741 1,000 4.62.57.67.78.50.7
Invesco India Dynamic Equity Fund Growth ₹30.1
↑ 0.10
₹924 5,000 5.72.59.1118.2-4.6
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 ₹28.3517
↑ 0.13
₹261 5,000 2.35.59.86.67.80.4
HDFC Multi-Asset Fund Growth ₹32.995
↑ 0.24
₹194 5,000 4.51.98.75.66.3-1.9
Axis Triple Advantage Fund Growth ₹21.1966
↑ 0.08
₹279 5,000 7.36.714.410.17.51.9
ICICI Prudential Multi-Asset Fund Growth ₹272.224
↑ 1.58
₹11,534 5,000 3.60.77.89.38.3-2.2
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 13 Dec 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 ₹33.5076
↑ 0.06
₹35 5,000 5.23.810.57.98.41.4
HDFC Equity Savings Fund Growth ₹37.43
↑ 0.19
₹4,732 5,000 2.50.56.17.27.80.9
Principal Equity Savings Fund Growth ₹36.8453
↑ 0.12
₹52 5,000 2.71.45.16.86.11.6
L&T Equity Savings Fund Growth ₹17.763
↑ 0.10
₹129 5,000 3.20.63.55.25.3-0.6
IDBI Equity Savings Fund Growth ₹17.12
↑ 0.10
₹14 5,000 3.63.56.53.84.61.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹31.1434
↑ 0.21
₹717 5,000 115.812.215.912.1-6.1
Tata Retirement Savings Fund-Moderate Growth ₹31.5011
↑ 0.18
₹1,146 5,000 9.65.29.113.111.3-3.6
SBI Magnum Children's Benefit Plan Growth ₹56.3232
↑ 0.17
₹65 5,000 1.80.72.98.39.70.1
Tata Retirement Savings Fund - Conservative Growth ₹20.721
↑ 0.03
₹134 5,000 3.53.27.67.48.10.8
ICICI Prudential Child Care Plan (Gift) Growth ₹144.06
↑ 1.05
₹634 5,000 5.6-0.48.49.27.4-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 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 ₹11.6562
↓ 0.00
₹151.41618.610.35.76.6
Aditya Birla Sun Life Gold Fund Growth ₹11.9474
↓ -0.08
₹74-0.114.618.98.45.76.8
Reliance Gold Savings Fund Growth ₹15.6441
↓ -0.03
₹7500.215.118.48.55.36
SBI Gold Fund Growth ₹11.82
↓ -0.01
₹3880.215.418.89.35.66.4
Kotak Gold Fund Growth ₹15.8882
↓ -0.07
₹198117.420.99.85.97.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 19

Best Mutual Funds Based on 1 Month Performance

1. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 40 in Sectoral category.  Return for 2018 was -7.5% , 2017 was 6.2% and 2016 was -9.7% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (13 Dec 19) ₹84.4062 ↑ 0.14   (0.17 %)
Net Assets (Cr) ₹393 on 31 Oct 19
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.77
Sharpe Ratio -0.66
Information Ratio 0.4
Alpha Ratio 3.36
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 Nov 14₹10,000
30 Nov 15₹10,824
30 Nov 16₹10,715
30 Nov 17₹10,138
30 Nov 18₹10,015
30 Nov 19₹10,002

UTI Healthcare Fund SIP Returns

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

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 5.4%
3 Month 5.2%
6 Month 7.1%
1 Year 1.1%
3 Year -2.1%
5 Year -0.2%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.5%
2017 6.2%
2016 -9.7%
2015 12.4%
2014 43.7%
2013 23.3%
2012 24.8%
2011 -9.6%
2010 37.4%
2009 66.7%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure
V Srivatsa3 Mar 171.92 Yr.

Data below for UTI Healthcare Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Health Care98.7%
Asset Allocation
Asset ClassValue
Cash1.3%
Equity98.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
13%₹49 Cr1,133,294
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
10%₹37 Cr800,470
↑ 250,000
Lupin Ltd (Healthcare)
Equity, Since 31 May 18 | 500257
9%₹35 Cr466,550
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
8%₹33 Cr186,628
↓ -20,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 14 | 524494
6%₹24 Cr240,466
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | 500124
6%₹22 Cr80,775
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 03 | 532321
6%₹22 Cr869,639
↓ -150,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Oct 13 | AUROPHARMA
4%₹17 Cr360,560
↑ 47,754
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | 540596
4%₹14 Cr319,320
Sanofi India Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500674
3%₹13 Cr18,908
↓ -2,207

2. Reliance Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Reliance Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 22.6% since its launch.  Ranked 15 in Sectoral category.  Return for 2018 was -1.2% , 2017 was 44.1% and 2016 was 11.5% .

Below is the key information for Reliance Banking Fund

Reliance Banking Fund
Growth
Launch Date 26 May 03
NAV (13 Dec 19) ₹292.22 ↑ 4.29   (1.49 %)
Net Assets (Cr) ₹2,951 on 31 Oct 19
Category Equity - Sectoral
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.2
Sharpe Ratio 0.41
Information Ratio -0.77
Alpha Ratio -8.4
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,831
30 Nov 16₹10,925
30 Nov 17₹14,952
30 Nov 18₹14,627
30 Nov 19₹16,862

Reliance Banking Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Reliance Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 5.1%
3 Month 12.5%
6 Month -0.8%
1 Year 12.8%
3 Year 15.6%
5 Year 11.2%
10 Year
15 Year
Since launch 22.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
2013 -10.4%
2012 60.5%
2011 -32%
2010 46.1%
2009 82.9%
Fund Manager information for Reliance Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 181.48 Yr.
Kinjal Desai25 May 181.35 Yr.

Data below for Reliance Banking Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services97.38%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.38%
Other0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹467 Cr10,087,130
↓ -1,250,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
13%₹388 Cr3,150,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
10%₹298 Cr9,530,830
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
7%₹192 Cr2,605,216
↓ -750,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532978
6%₹190 Cr233,959
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
6%₹163 Cr19,422,030
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
5%₹146 Cr15,062,608
RBL Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | RBLBANK
5%₹133 Cr4,303,000
↑ 1,600,000
Canara Bank (Financial Services)
Equity, Since 30 Jun 18 | 532483
4%₹108 Cr5,329,213
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | 504973
3%₹96 Cr2,113,531
↑ 100,000

3. LIC MF Banking & Financial Services Fund

The investment objective of the scheme is to generate long-term capital appreciation for unit holders from a portfolio that is invested substantially in equity and equity related securities of companies engaged in banking & financial services sector. However, there can be no assurance that the investment objective of the Scheme will be realised.

LIC MF Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 27 Mar 15. It is a fund with High risk and has given a CAGR/Annualized return of 4.3% since its launch.  Return for 2018 was -18% , 2017 was 32.7% and 2016 was 10.5% .

Below is the key information for LIC MF Banking & Financial Services Fund

LIC MF Banking & Financial Services Fund
Growth
Launch Date 27 Mar 15
NAV (13 Dec 19) ₹12.2177 ↑ 0.07   (0.56 %)
Net Assets (Cr) ₹58 on 31 Oct 19
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.82
Sharpe Ratio 1.04
Information Ratio -1.26
Alpha Ratio -3.71
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 Nov 15₹9,012
30 Nov 16₹9,995
30 Nov 17₹12,652
30 Nov 18₹10,036
30 Nov 19₹12,076

LIC MF Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for LIC MF Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 5%
3 Month 12.8%
6 Month 4.1%
1 Year 21.6%
3 Year 7.5%
5 Year
10 Year
15 Year
Since launch 4.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -18%
2017 32.7%
2016 10.5%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for LIC MF Banking & Financial Services Fund
NameSinceTenure
Yogesh Patil1 Oct 180.33 Yr.

Data below for LIC MF Banking & Financial Services Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services97.75%
Asset Allocation
Asset ClassValue
Cash2.25%
Equity97.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK
25%₹15 Cr118,250
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK
13%₹7 Cr159,898
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
11%₹7 Cr41,961
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 532215
10%₹6 Cr80,878
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 18 | HDFC
8%₹5 Cr21,227
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | CUB
7%₹4 Cr203,740
↓ -14,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 16 | FEDERALBNK
4%₹2 Cr275,805
↓ -35,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 17 | 500034
3%₹2 Cr4,797
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 May 16 | CHOLAFIN
3%₹2 Cr56,705
↓ -19,000
Treps
CBLO/Reverse Repo | -
3%₹2 Cr

4. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (13 Dec 19) ₹69.48 ↑ 0.89   (1.30 %)
Net Assets (Cr) ₹3,445 on 31 Oct 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.77
Information Ratio -1.14
Alpha Ratio -9.22
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,901
30 Nov 16₹12,129
30 Nov 17₹16,722
30 Nov 18₹16,217
30 Nov 19₹19,274

ICICI Prudential Banking and Financial Services 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 ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 4.8%
3 Month 12.4%
6 Month 1.9%
1 Year 17.2%
3 Year 17.3%
5 Year 13.8%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Roshan Chutkey29 Jan 181.75 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services92.9%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.57%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹486 Cr10,500,937
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹329 Cr2,672,219
↑ 175,643
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹299 Cr9,577,269
Treps
CBLO/Reverse Repo | -
7%₹251 Cr
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
6%₹220 Cr22,659,417
↓ -1,531,051
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹192 Cr236,613
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
5%₹173 Cr2,346,664
↓ -119,270
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹127 Cr15,107,314
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹123 Cr3,476,303
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIPRULI
3%₹112 Cr2,191,300

5. Taurus Banking & Financial Services Fund

The primary objective of the Scheme is to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form a part of the BFSI Sector. However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns.

Taurus Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 22 May 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 38 in Sectoral category.  Return for 2018 was 4.3% , 2017 was 37.6% and 2016 was 5.1% .

Below is the key information for Taurus Banking & Financial Services Fund

Taurus Banking & Financial Services Fund
Growth
Launch Date 22 May 12
NAV (13 Dec 19) ₹29.31 ↑ 0.16   (0.55 %)
Net Assets (Cr) ₹8 on 31 Oct 19
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.79
Sharpe Ratio 1.11
Information Ratio -0.02
Alpha Ratio 5.06
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-7 Days (0.5%),7 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹8,722
30 Nov 16₹9,210
30 Nov 17₹12,106
30 Nov 18₹12,577
30 Nov 19₹15,620

Taurus Banking & Financial Services 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 Taurus Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 19

DurationReturns
1 Month 4.5%
3 Month 16.5%
6 Month 9%
1 Year 26.3%
3 Year 20.3%
5 Year 10%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4.3%
2017 37.6%
2016 5.1%
2015 -16.3%
2014 59.6%
2013 -12.8%
2012
2011
2010
2009
Fund Manager information for Taurus Banking & Financial Services Fund
NameSinceTenure
Prasanna Pathak30 Jun 171.59 Yr.

Data below for Taurus Banking & Financial Services Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services96.99%
Asset Allocation
Asset ClassValue
Cash3.01%
Equity96.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
22%₹2 Cr36,507
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
20%₹1 Cr12,076
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK
17%₹1 Cr8,019
↑ 950
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
7%₹1 Cr7,125
State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN
6%₹0 Cr14,098
↓ -1,350
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 19 | 540777
5%₹0 Cr5,723
↑ 2,500
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532978
4%₹0 Cr380
↓ -70
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 17 | 500034
4%₹0 Cr758
↓ -130
Net Receivable / Payable
Net Current Assets | -
3%₹0 Cr
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIPRULI
2%₹0 Cr3,376
↑ 1,000

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

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

1. Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small or too large, can hinder a fund’s performance. Less Asset Under Management ( AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately the same as the category.

2. Fund Performance

To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period to check if the fund is able to beat the benchmark.

3. Total Expense Ratio

Investors who want to make investments in mutual funds have to bear certain charges like management fees, operation costs, etc., charged by the Asset Management Company (AMC). Many times, investors go for a fund that has a lower expense ratio, but it is something that should not supersede other important factors such as fund performance, etc.

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

Prashant Bhalerao, posted on 28 Apr 19 3:31 PM

Want to know about MF

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Great Article wide coverage on the topic with good presentation.

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