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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 July 8, 2020 , 64165 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 (%)
Axis Bluechip Fund Growth ₹29.63
↓ -0.05
₹12,7179.3-7.81.99.38.818.6
BNP Paribas Large Cap Fund Growth ₹90.35
↓ -0.50
₹74813.8-8.40.93.65.517.2
JM Large Cap Fund Growth ₹67.6652
↓ -0.18
₹56410-1.22.23.244.9
Kotak Bluechip Fund Growth ₹227.676
↓ -0.69
₹1,41018.4-10.6-1.72.75.514.2
ICICI Prudential Bluechip Fund Growth ₹39.43
↓ -0.17
₹21,82116.2-11.9-6.12.66.19.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
DSP BlackRock Midcap Fund Growth ₹54.577
↓ -0.24
₹6,48816-6.731.78.29.2
Axis Mid Cap Fund Growth ₹38.46
↓ -0.06
₹5,09810.7-3.47.98.57.911.3
Kotak Emerging Equity Scheme Growth ₹36.498
↓ -0.17
₹5,91218.2-12-3.5-0.56.88.9
L&T Midcap Fund Growth ₹120.97
↓ -0.56
₹5,36716.5-10.6-5.1-3.16.8-0.2
Invesco India Mid Cap Fund Growth ₹47.89
↓ -0.18
₹74715.6-5.72.536.63.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹50.476
↓ -0.06
₹3,28017-7.30.73.59.56.1
Nippon India Small Cap Fund Growth ₹35.5123
↓ -0.20
₹6,99520.4-11.2-6.8-37.7-2.5
L&T Emerging Businesses Fund Growth ₹18.87
↓ -0.12
₹4,26817.9-19-18.8-8.25.6-8.1
HDFC Small Cap Fund Growth ₹33.112
↓ -0.13
₹6,83521.6-16-19.3-4.55.2-9.5
Kotak Small Cap Fund Growth ₹66.096
↓ -0.35
₹1,31821.5-12.6-4.7-3.84.55
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Parag Parikh Long Term Equity Fund Growth ₹28.3163
↓ -0.03
₹2,92524.84.813.210.911.214.4
Canara Robeco Equity Diversified Growth ₹134.77
↓ -0.38
₹1,89713.2-5.81.15.86.812.3
UTI Equity Fund Growth ₹142.389
↓ -0.69
₹9,19315.8-7.53.65.66.811.7
DSP BlackRock Equity Fund Growth ₹39.2
↓ -0.22
₹3,15113.5-9.51.14.17.217
Mirae Asset India Equity Fund  Growth ₹48.382
↓ -0.15
₹15,34717.1-11.4-4.83.78.112.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Long Term Equity Fund Growth ₹44.5646
↓ -0.27
₹19,63210.1-10.2-0.36.17.614.8
Canara Robeco Equity Tax Saver Growth ₹65.2
↓ -0.12
₹94111.8-5.10.25.86.810.7
Mirae Asset Tax Saver Fund Growth ₹17.437
↓ -0.07
₹3,18419.5-9.7-0.85.4 14.1
BOI AXA Tax Advantage Fund Growth ₹53.73
↓ -0.01
₹25610.8-3.98.24.66.814.6
Invesco India Tax Plan Growth ₹49.39
↓ -0.07
₹93014-8.5-1.24.16.79.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
TATA Digital India Fund Growth ₹14.94
↑ 0.01
₹33821-2.72.415.7 7.5
Franklin India Technology Fund Growth ₹180.262
↑ 1.20
₹23924.26.914.715.610.712.4
Aditya Birla Sun Life Digital India Fund Growth ₹55.72
↓ -0.04
₹37522.20.28.815.611.69.6
SBI Technology Opportunities Fund Growth ₹68.6379
↑ 0.18
₹15719.80.36.615.69.712.2
ICICI Prudential Technology Fund Growth ₹58.19
↓ -0.07
₹34924-1.32.513.28.82.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
UTI Value Opportunities Fund Growth ₹58.2487
↓ -0.45
₹3,76316.1-10.8-2.42.5410.4
ICICI Prudential Value Discovery Fund Growth ₹138.44
↓ -0.19
₹13,59518.5-3.4-2.50.840.6
Nippon India Value Fund Growth ₹65.9604
↓ -0.26
₹2,46317.1-13-9.9-0.14.15.7
Tata Equity PE Fund Growth ₹124.281
↓ -0.80
₹4,01918.2-11-5.7-0.57.15.3
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹54.4888
↓ -0.35
₹4,01918.2-11.1-5.7-0.57.15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Focused Equity Fund Growth ₹141.113
↓ -0.83
₹7,96811.3-8.5-0.66.59.216.1
Axis Focused 25 Fund Growth ₹28.12
↓ -0.06
₹9,49315.1-9.31.76.39.114.7
IIFL Focused Equity Fund Growth ₹16.6771
↓ -0.11
₹78614.3-9.22.65.98.927.3
Principal Focused Multicap Fund Growth ₹65.02
↓ -0.15
₹32813-6.63.14.4711.8
Sundaram Select Focus Fund Growth ₹172.489
↓ -0.48
₹93313.8-11.5-4.84.36.315
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Best Debt Funds 2020 - 2021

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

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹28.147
↑ 0.02
₹9,5912.3-0.14.67.39.60%5M 25D
Aditya Birla Sun Life Savings Fund Growth ₹409.051
↑ 0.18
₹12,26834.28.37.98.50%
ICICI Prudential Ultra Short Term Fund Growth ₹20.8273
↑ 0.02
₹5,4262.33.67.97.68.40%
SBI Magnum Ultra Short Duration Fund Growth ₹4,554.31
↑ 0.71
₹8,9252.43.77.57.680%
Kotak Savings Fund Growth ₹32.8781
↑ 0.01
₹9,1482.43.77.47.47.80%5M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Short Term Debt Fund Growth ₹23.7537
↑ 0.06
₹11,00067.112.18.99.77.81%2Y 7M 6D3Y 4M 10D
Axis Short Term Fund Growth ₹23.1676
↑ 0.02
₹5,5605.46.711.58.59.87.04%2Y 3M 18D2Y 10M 24D
IDFC Bond Fund Short Term Plan Growth ₹43.4683
↑ 0.04
₹11,4595.36.611.48.59.76.73%1Y 11M 12D2Y 3M 11D
L&T Short Term Bond Fund Growth ₹20.3712
↑ 0.03
₹4,4225.16.811.48.49.36.12%2Y 3M 7D2Y 8M 5D
Kotak Bond Short Term Growth ₹39.8035
↑ 0.07
₹9,9285.56.711.28.39.60%2Y 8M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Liquid Fund  Growth ₹4,886.9
↑ 0.37
₹26,0330.31.22.65.56.74.76%1M 12D1M 16D
Aditya Birla Sun Life Liquid Fund Growth ₹321.958
↑ 0.03
₹33,4180.41.22.65.66.70%
Axis Liquid Fund Growth ₹2,221.79
↑ 0.19
₹25,8600.31.12.65.56.64.63%1M 7D1M 9D
UTI Liquid Cash Plan Growth ₹3,278.01
↑ 0.23
₹24,4540.31.12.55.46.60%1M 10D
ICICI Prudential Liquid Fund Growth ₹296.296
↑ 0.03
₹45,4570.31.22.65.56.60%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Banking & PSU Debt Fund Growth ₹18.6624
↑ 0.02
₹13,95667.612.99.611.26.6%2Y 5M 16D2Y 11M 5D
Kotak Banking and PSU Debt fund Growth ₹48.983
↑ 0.14
₹5,5286.17.111.8910.80%3Y 8M 5D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹275.314
↑ 0.56
₹11,1206.47.411.78.89.90%
HDFC Banking and PSU Debt Fund Growth ₹17.262
↑ 0.05
₹5,7915.66.711.78.510.27.87%2Y 7M 17D3Y 4M 13D
ICICI Prudential Banking and PSU Debt Fund Growth ₹24.2007
↑ 0.04
₹9,3045.9610.27.810.10%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Regular Savings Fund Growth ₹22.3771
↑ 0.04
₹7,9563.44.910.27.99.50%
HDFC Credit Risk Debt Fund Growth ₹17.1036
↑ 0.05
₹8,4363.659.57.28.610.9%2Y 24D2Y 9M 29D
Kotak Credit Risk Fund Growth ₹22.3913
↑ 0.12
₹2,6622.82.77.66.990%2Y 8M 1D
IDFC Credit Risk Fund Growth ₹12.6011
↑ 0.03
₹9563.448.36.89.17.97%2Y 4M 10D3Y 1M 17D
SBI Credit Risk Fund Growth ₹32.6627
↑ 0.04
₹4,1493.64.88.96.86.50%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
L&T Triple Ace Bond Fund Growth ₹55.9987
↑ 0.23
₹3,3149.29.913.71012.67.26%5Y 4M 10D7Y 9M
HDFC Corporate Bond Fund Growth ₹24.1812
↑ 0.06
₹14,5186.88.212.49.210.36.91%2Y 10M 2D3Y 9M 11D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹82.9363
↑ 0.14
₹17,6486.7812.49.29.60%
Kotak Corporate Bond Fund Standard Growth ₹2,807.45
↑ 4.36
₹4,0324.8610.88.79.60%1Y 5M 26D
ICICI Prudential Corporate Bond Fund Growth ₹21.9334
↑ 0.05
₹11,86067.111.88.79.90%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Government Securities Fund - Investment Plan Growth ₹27.3029
↑ 0.08
₹8588.211.614.41013.36.48%6Y 10M 2D9Y 7M 17D
Nippon India Gilt Securities Fund Growth ₹29.9028
↑ 0.08
₹1,25079.712.49.512.46.19%6Y 7M 2D9Y 5M 19D
DSP BlackRock Government Securities Fund Growth ₹72.1771
↑ 0.15
₹1,0367.410.513.79.412.56.41%6Y 7M 2D9Y 5M 16D
SBI Magnum Gilt Fund Growth ₹49.4627
↑ 0.10
₹2,4337.19.612.68.813.10%
Aditya Birla Sun Life Government Securities Fund Growth ₹62.4049
↑ 0.14
₹3517.89.711.88.7110%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Best Hybrid Funds 2020 - 2021

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

Top 5 Balanced Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Canara Robeco Income Saver Fund Growth ₹63.3496
↑ 0.02
₹2178.34.610.16.87.110.6
ICICI Prudential MIP 25 Growth ₹46.3576
↑ 0.04
₹1,5816.21.97.16.68.79.6
SBI Multi Asset Allocation Fund Growth ₹29.8639
↓ -0.01
₹23893.19.86.67.610.6
Axis Triple Advantage Fund Growth ₹20.7112
↓ -0.01
₹28912-4.35.66.26.315.3
Nippon India Arbitrage Fund Growth ₹20.3339
↑ 0.01
₹7,0681.12.45.26.16.16.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹12.4923
↓ -0.04
₹38910.7-5.15.46.1 16.3
Canara Robeco Equity Debt Allocation Fund Growth ₹165.42
↓ -0.34
₹2,91210.6-2.54.45.97.811.7
SBI Equity Hybrid Fund Growth ₹136.057
↓ -0.57
₹29,10610.7-7.20.25.47.213.5
Mirae Asset Hybrid Equity Fund Growth ₹14.771
↓ -0.02
₹3,31414.6-6.4-0.55.1 11.9
Sundaram Equity Hybrid Fund Growth ₹89.4215
↓ -0.18
₹1,54911.2-8-1.24.36.811.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Canara Robeco Income Saver Fund Growth ₹63.3496
↑ 0.02
₹2178.34.610.16.87.110.6
ICICI Prudential MIP 25 Growth ₹46.3576
↑ 0.04
₹1,5816.21.97.16.68.79.6
SBI Multi Asset Allocation Fund Growth ₹29.8639
↓ -0.01
₹23893.19.86.67.610.6
Axis Triple Advantage Fund Growth ₹20.7112
↓ -0.01
₹28912-4.35.66.26.315.3
Nippon India Arbitrage Fund Growth ₹20.3339
↑ 0.01
₹7,0681.12.45.26.16.16.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Nippon India Arbitrage Fund Growth ₹20.3339
↑ 0.01
₹7,0681.12.45.26.16.16.2
Edelweiss Arbitrage Fund Growth ₹14.7585
↑ 0.01
₹3,0760.92.65.466.26.2
UTI Arbitrage Fund Growth ₹26.7115
↑ 0.01
₹2,43812.45.266.16.2
Kotak Equity Arbitrage Fund Growth ₹28.3146
↑ 0.02
₹12,0430.92.35.166.16.1
L&T Arbitrage Opportunities Fund Growth ₹14.577
↑ 0.01
₹64412.65.466.16
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Edelweiss Balanced Advantage Fund Growth ₹25.38
↓ -0.03
₹1,3299.72.58.165.97.8
IDFC Dynamic Equity Fund Growth ₹14.14
↑ 0.03
₹86613-0.465.75.78.6
L&T Dynamic Equity Fund Growth ₹25.681
↓ -0.04
₹6469.715.65.54.88.2
DSP BlackRock Dynamic Asset Allocation Fund Growth ₹16.273
↓ -0.05
₹1,2569.40.26.55.37.18.8
Motilal Oswal Dynamic Fund Growth ₹13.2023
↓ 0.00
₹1,11212.4-0.37.75.2 10.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Multi Asset Allocation Fund Growth ₹29.8639
↓ -0.01
₹23893.19.86.67.610.6
Axis Triple Advantage Fund Growth ₹20.7112
↓ -0.01
₹28912-4.35.66.26.315.3
HDFC Multi-Asset Fund Growth ₹33.441
↓ -0.02
₹22015.9-1.64.53.96.19.3
UTI Multi Asset Fund Growth ₹34.5396
↓ -0.02
₹62112.6-1.72.92.64.33.9
ICICI Prudential Multi-Asset Fund Growth ₹256.558
↓ -1.63
₹10,15612.8-8.1-4.12.47.17.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Kotak Equity Savings Fund Growth ₹14.8766
↓ 0.00
₹1,4927.7-0.74.25.76.77.8
Axis Equity Saver Fund Growth ₹13.11
₹7007.3-3.11.85.1 8.3
ICICI Prudential Equity Savings Fund Growth ₹14.05
↓ -0.04
₹1,2427.2-4.90.24.46.610.4
SBI Equity Savings Fund Growth ₹13.2932
↓ -0.04
₹1,3539-3.32.53.45.69.4
Tata Equity Savings Fund Growth ₹33.3694
↓ -0.05
₹1186.1-2.40.734.27.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata Retirement Savings Fund - Progressive Growth ₹28.6214
↓ -0.06
₹68913.2-8.9-0.73.38.811.5
Tata Retirement Savings Fund-Moderate Growth ₹29.8729
↓ -0.04
₹1,04812.3-61.53.57.78.6
Tata Retirement Savings Fund - Conservative Growth ₹21.5176
↑ 0.01
₹1337.52.97.15.57.57.6
ICICI Prudential Child Care Plan (Gift) Growth ₹130.56
↓ -0.43
₹56211.1-11-7.31.15.28.5
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹13.6373
↓ -0.02
₹41413.1-5.72.65.5 13.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 5 Gold Funds 2020 - 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
HDFC Gold Fund Growth ₹15.7993
↓ -0.02
₹4785.923.842.319.61221.7
SBI Gold Fund Growth ₹15.3457
↓ -0.02
₹5260.52343.619.512.122.8
Axis Gold Fund Growth ₹15.2453
↓ -0.01
₹1046.623.742.619.411.223.1
Kotak Gold Fund Growth ₹20.3978
↓ -0.07
₹3875.72344.319.312.424.1
Nippon India Gold Savings Fund Growth ₹20.3169
↓ -0.06
₹9215.823.542.819.311.822.5
Invesco India Gold Fund Growth ₹14.7575
↓ -0.08
₹285.520.74118.811.621.4
ICICI Prudential Regular Gold Savings Fund Growth ₹16.3389
↓ -0.02
₹1744.923.142.418.811.922.7
Aditya Birla Sun Life Gold Fund Growth ₹15.3663
↓ -0.35
₹1387.722.640.518.71221.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Best Mutual Funds Based on 1 Month Performance

1. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2019 was -8.1% , 2018 was 1.7% and 2017 was 18.5% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (10 Jul 20) ₹44.8035 ↓ -0.20   (-0.44 %)
Net Assets (Cr) ₹9 on 30 Apr 20
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -1.03
Information Ratio -1.27
Alpha Ratio -19.92
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue

JM Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 23.8%
3 Month 31%
6 Month 6.8%
1 Year 9.3%
3 Year 1.3%
5 Year 3.4%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -8.1%
2018 1.7%
2017 18.5%
2016 3%
2015 -0.2%
2014 33.4%
2013 11.3%
2012 23.9%
2011 -17.2%
2010 11.6%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure

Data below for JM Equity Hybrid Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.9% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (09 Jul 20) ₹20.9183 ↑ 0.26   (1.28 %)
Net Assets (Cr) ₹465 on 30 Apr 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 1.19
Information Ratio -1.14
Alpha Ratio -9.76
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

DSP BlackRock World 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for DSP BlackRock World 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 10 Jul 20

DurationReturns
1 Month 17.6%
3 Month 39.1%
6 Month 46.6%
1 Year 64.2%
3 Year 21.4%
5 Year 18%
10 Year
15 Year
Since launch 5.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure

Data below for DSP BlackRock World Gold Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Principal Credit Risk Fund

(Erstwhile Principal Credit Opportunities Fund)

To generate regular income & Capital appreciation through investments in debt securities and money market instruments

Principal Credit Risk Fund is a Debt - Credit Risk fund was launched on 14 Sep 04. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 16 in Credit Risk category.  Return for 2019 was -0.2% , 2018 was 6.4% and 2017 was 7.4% .

Below is the key information for Principal Credit Risk Fund

Principal Credit Risk Fund
Growth
Launch Date 14 Sep 04
NAV (10 Jul 20) ₹3,092.99 ↑ 1.44   (0.05 %)
Net Assets (Cr) ₹29 on 30 Apr 20
Category Debt - Credit Risk
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderate
Expense Ratio 1.64
Sharpe Ratio -1.03
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 2,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue

Principal Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Principal Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 13.7%
3 Month 7.5%
6 Month 8.7%
1 Year 12.6%
3 Year 6.1%
5 Year 7%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.2%
2018 6.4%
2017 7.4%
2016 8.5%
2015 9.2%
2014 9.7%
2013 7%
2012 9.4%
2011 8.9%
2010 5.3%
Fund Manager information for Principal Credit Risk Fund
NameSinceTenure

Data below for Principal Credit Risk Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. PGIM India Global Agribusiness Offshore Fund

The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a CAGR/Annualized return of 10.7% since its launch.  Ranked 33 in Fund of Fund category.  Return for 2019 was 30.9% , 2018 was 0.3% and 2017 was 11.9% .

Below is the key information for PGIM India Global Agribusiness Offshore Fund

PGIM India Global Agribusiness Offshore Fund
Growth
Launch Date 14 May 10
NAV (09 Jul 20) ₹28.14 ↑ 0.45   (1.63 %)
Net Assets (Cr) ₹83 on 30 Apr 20
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.74
Information Ratio 0.9
Alpha Ratio 12.79
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

PGIM India Global Agribusiness Offshore 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 PGIM India Global Agribusiness Offshore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 12.9%
3 Month 40.1%
6 Month 33.6%
1 Year 47.8%
3 Year 26.9%
5 Year 11.9%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 30.9%
2018 0.3%
2017 11.9%
2016 0.8%
2015 -14.7%
2014 0.9%
2013 13.4%
2012 19.9%
2011 1.4%
2010
Fund Manager information for PGIM India Global Agribusiness Offshore Fund
NameSinceTenure

Data below for PGIM India Global Agribusiness Offshore Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 3 in Sectoral category.  Return for 2019 was 14.9% , 2018 was -2.4% and 2017 was 47.6% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (10 Jul 20) ₹22.75 ↓ -0.33   (-1.43 %)
Net Assets (Cr) ₹1,351 on 30 Apr 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio -0.63
Information Ratio -1.34
Alpha Ratio -13.83
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Aditya Birla Sun Life 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 ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Aditya Birla Sun Life 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 10 Jul 20

DurationReturns
1 Month 11.1%
3 Month 17.3%
6 Month -27.6%
1 Year -23.1%
3 Year -4.1%
5 Year 5.7%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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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Great Article wide coverage on the topic with good presentation.

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