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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 January 26, 2020 , 43334 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 ₹42.1188
↑ 0.27
₹23,6412.79.717.810.18.311.6
JM Core 11 Fund Growth ₹9.5801
↑ 0.05
₹56-0.713.816.511.58.910.6
Essel Large Cap Equity Fund Growth ₹24.4801
↑ 0.19
₹974.49.215.59.57.411.7
Indiabulls Blue Chip Fund Growth ₹22.39
↑ 0.08
₹1691.78.814.911.1812
ICICI Prudential Bluechip Fund Growth ₹44.58
↓ -0.30
₹25,0253.28.714.111.27.79.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹141.32
↓ -0.49
₹5,992 5,000 8.415.312.49.710.4-0.2
Kotak Emerging Equity Scheme Growth ₹43.665
↓ -0.10
₹5,888 5,000 12.820.222.911.2118.9
Sundaram Mid Cap Fund Growth ₹491.955
↑ 0.64
₹5,901 5,000 10.215.312.95.68-0.3
BNP Paribas Mid Cap Fund Growth ₹35.33
↑ 0.03
₹754 5,000 11.217.520.18.57.95.2
Motilal Oswal Midcap 30 Fund  Growth ₹28.2139
↓ -0.03
₹1,812 5,000 7.622.723.37.58.69.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹23.907
↓ -0.14
₹5,941 5,000 5.58.42.28.210.4-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹32.9458
↓ -0.09
₹2,255 1,000 8.27.42.926.4-11.5
Nippon India Small Cap Fund Growth ₹41.7416
↓ -0.05
₹8,525 5,000 9.615.812.39.710.5-2.5
Franklin India Smaller Companies Fund Growth ₹52.364
↓ -0.09
₹6,929 5,000 6.38.13.33.36.5-5
HDFC Small Cap Fund Growth ₹40.622
↓ -0.13
₹9,232 5,000 3.85-0.69.89.2-9.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹27.3527
↑ 0.19
₹13,131 5,000 1.410.614.29.510.67.9
Kotak Standard Multicap Fund Growth ₹38.369
↓ -0.11
₹29,598 5,000 5.611.419.212.79.812.3
Principal Multi Cap Growth Fund Growth ₹145.8
↑ 0.70
₹732 5,000 4.88.19.69.98.23.9
IDFC Focused Equity Fund Growth ₹39.73
↑ 0.31
₹1,506 5,000 7.317.416.412.46.38.9
SBI Magnum Multicap Fund Growth ₹52.4908
↑ 0.28
₹8,480 1,000 4.29.917.711.510.111
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹19.4767
↑ 0.10
₹2,0944.49.718.212.410.413.6
IDFC Tax Advantage (ELSS) Fund Growth ₹56.66
↑ 0.11
₹2,1195.47.411.410.47.71.9
DSP BlackRock Tax Saver Fund Growth ₹52.606
↓ -0.37
₹6,2603.612.121.310.89.914.8
L&T Tax Advantage Fund Growth ₹56.626
↓ -0.28
₹3,3824.910.113.29.484.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹33.03
↓ -0.16
₹10,0294.513.210.811.68.74.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 20

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹30.95
↓ -0.05
₹1,9954.110.320.813.311.414.9
ICICI Prudential Banking and Financial Services Fund Growth ₹70.34
↓ -0.18
₹3,5927.69.620.414.911.914.5
Sundaram Rural and Consumption Fund Growth ₹44.6524
↑ 0.16
₹1,9585.91614.58.911.12.7
Franklin Build India Fund Growth ₹42.4877
↓ -0.26
₹1,2204.65.912.38.47.36
IDFC Infrastructure Fund Growth ₹14.77
↑ 0.04
₹7565.74.99.62.54.6-5.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 20

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T India Value Fund Growth ₹37.237
↓ -0.14
₹7,7595.98.7137.49.24.6
Tata Equity PE Fund Growth ₹139.053
↑ 0.12
₹5,1841.78.911.58.68.95.3
JM Value Fund Growth ₹34.7031
↑ 0.19
₹1243.415.819.9109.511.9
IDFC Sterling Value Fund Growth ₹49.89
↓ -0.11
₹3,1327.18.26.38.16.1-6.2
Templeton India Value Fund Growth ₹248.1
↓ -1.76
₹4914.36.75.45.15-0.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹31.45
↓ -0.06
₹9,1103.815.225.517.311.514.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹63.73
↓ -0.44
₹4,4224.81017.79.97.311.3
DSP BlackRock Focus Fund Growth ₹26.056
↓ -0.08
₹2,0514.416.525.910.47.918
Motilal Oswal Focused 25 Fund  Growth ₹24.3748
↓ -0.03
₹1,2052.515.822.711.48.117.1
Sundaram Select Focus Fund Growth ₹195.278
↑ 1.05
₹1,0563.79.618.514.67.715
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹393.812
↑ 0.06
₹15,847 1,000 1.63.88.37.78.56.31%5M 16D6M 7D
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.0647
↑ 0.01
₹16,894 10,000 -2.204.77.29.610.37%5M 19D7M 2D
Indiabulls Ultra Short Term Fund Growth ₹1,916.85
↑ 0.22
₹36 500 1.33.17.37.17.65.51%5M 19D
BOI AXA Ultra Short Duration Fund Growth ₹2,395.49
↑ 0.32
₹293 5,000 1.43.37.37.67.55.73%4M 24D5M 9D
UTI Ultra Short Term Fund Growth ₹3,087.18
↑ 0.49
₹2,276 5,000 1.63.43.25.63.37.48%3M 7D4M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹32.8366
↑ 0.00
₹460.26.9-1.13.6-0.57.98%2Y 29D2Y 6M 14D
ICICI Prudential Short Term Fund Growth ₹41.6047
↑ 0.00
₹12,3542.14.49.87.19.77.4%2Y 2M 12D2Y 11M 8D
Nippon India Short Term Fund Growth ₹37.3379
↑ 0.01
₹7,0271.84.49.56.89.47.25%1Y 11M 8D2Y 3M 18D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹32.9443
↑ 0.01
₹3,1410.83.18.46.68.58.57%1Y 11M 12D2Y 5M 26D
UTI Short Term Income Fund Growth ₹21.365
↑ 0.00
₹2,0491.94.4-3.62.6-3.97.3%2Y 2Y 3M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹254.646
↑ 0.04
₹503 5,000 0.41.32.86.56.75.35%1M 2D1M 2D
JM Liquid Fund Growth ₹53.5351
↑ 0.01
₹1,841 5,000 0.41.32.76.46.65.14%24D24D
Indiabulls Liquid Fund Growth ₹1,907.21
↑ 0.28
₹611 500 0.41.32.86.46.65.42%1M 20D1M 20D
Principal Cash Management Fund Growth ₹1,734.46
↑ 0.25
₹213 5,000 0.41.22.766.25.03%18D19D
Nippon India Liquid Fund  Growth ₹4,776.14
↑ 0.67
₹24,235 100 0.41.32.86.56.75.38%1M 12D1M 15D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹16.2625
↓ -0.01
₹4,848 5,000 2.24.810.47.410.27.24%2Y 3M 29D3Y 18D
UTI Banking & PSU Debt Fund Growth ₹14.8791
↓ -0.01
₹146 5,000 1.721.33.9-17.01%2Y 8M 16D3Y 6M 20D
Kotak Banking and PSU Debt fund Growth ₹45.9851
↑ 0.01
₹4,204 5,000 2.24.511.17.910.87.09%2Y 10M 10D3Y 9M 22D
DSP BlackRock Banking and PSU Debt Fund Growth ₹17.0154
↑ 0.02
₹2,354 1,000 1.84.610.27.29.96.73%2Y 3M 14D2Y 11M 26D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹257.497
↑ 0.08
₹9,845 1,000 1.8410.27.39.96.7%2Y 3M 14D2Y 11M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹14.9576
↑ 0.01
₹1,2602.24.24.55.54.49.2%1Y 8M 12D2Y 1M 6D
PGIM India Credit Risk Fund Growth ₹14.7418
↑ 0.00
₹3641.34.33.15.1310.61%1Y 5M 8D1Y 10M 13D
HDFC Credit Risk Debt Fund Growth ₹16.3827
↑ 0.00
₹14,4752.44.69.26.88.69%1Y 10M 13D2Y 6M 3D
SBI Credit Risk Fund Growth ₹31.3192
↑ 0.00
₹5,0761.746.76.56.58.69%1Y 11M 1D2Y 5M 26D
DSP BlackRock Credit Risk Fund Growth ₹28.8141
↑ 0.01
₹1,3961.92.14.52.64.48.46%1Y 2M 5D1Y 5M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹22.4599
↓ 0.00
₹12,3201.93.910.47.610.36.95%3Y 1M 17D4Y 2M 19D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹77.1461
↑ 0.02
₹17,5871.949.77.69.66.68%1Y 7M 2D1Y 11M 23D
ICICI Prudential Corporate Bond Fund Growth ₹20.5794
↑ 0.00
₹11,33924.49.97.49.96.96%1Y 9M2Y 4M 24D
Kotak Corporate Bond Fund Standard Growth ₹2,660.95
↑ 0.44
₹4,4181.84.59.67.99.66.82%1Y 6M1Y 8M 19D
Nippon India Prime Debt Fund Growth ₹41.5381
↑ 0.01
₹9082.13.97.87.17.88.68%1Y 3M 7D1Y 5M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹45.3717
↑ 0.01
₹1,945 5,000 1.92.5147.113.15.87%3Y 9M 29D5Y 11M 19D
Nippon India Gilt Securities Fund Growth ₹27.4079
↓ -0.05
₹1,118 5,000 1.42.412.87.612.46.86%6Y 8M 23D10Y 14D
UTI Gilt Fund Growth ₹44.9012
↑ 0.01
₹531 5,000 0.91.412.46.811.86.35%3Y 8M 26D5Y 4M 17D
Aditya Birla Sun Life Government Securities Fund Growth ₹57.1555
↓ -0.05
₹231 1,000 1.21.611.77.2116.87%5Y 10M 6D8Y 3M 18D
ICICI Prudential Gilt Fund Growth ₹69.4615
↓ -0.14
₹1,417 5,000 22.510.96.210.86.73%5Y 3M8Y 8M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 (%)
ICICI Prudential MIP 25 Growth ₹45.6854
↓ -0.06
₹1,7102.55.810.68.58.59.6
SBI Debt Hybrid Fund Growth ₹41.7574
↑ 0.05
₹1,0681.85.59.9578.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹768.76
↓ -4.27
₹10,5121.55.47.95.96.14.8
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.1448
↓ -0.05
₹1,787-0.12.46.44.46.65.8
Edelweiss Arbitrage Fund Growth ₹14.4229
↓ -0.01
₹3,8701.32.76.36.26.56.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 20

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹768.76
↓ -4.27
₹10,512 1,000 1.55.47.95.96.14.8
Principal Hybrid Equity Fund Growth ₹77.84
↑ 0.34
₹1,428 5,000 3.15.45.69.78.62.1
DSP BlackRock Equity and Bond Fund Growth ₹168.697
↓ -0.21
₹6,279 1,000 4.11321.49.99.314.2
SBI Equity Hybrid Fund Growth ₹148.468
↑ 0.82
₹31,620 1,000 51018.712.2913.5
L&T Hybrid Equity Fund Growth ₹27.552
↓ -0.11
₹7,628 5,000 3.17.712.57.97.56.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 20

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
ICICI Prudential MIP 25 Growth ₹45.6854
↓ -0.06
₹1,710 5,000 2.55.810.68.58.59.6
SBI Debt Hybrid Fund Growth ₹41.7574
↑ 0.05
₹1,068 5,000 1.85.59.9578.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹768.76
↓ -4.27
₹10,512 1,000 1.55.47.95.96.14.8
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.1448
↓ -0.05
₹1,787 1,000 -0.12.46.44.46.65.8
Edelweiss Arbitrage Fund Growth ₹14.4229
↓ -0.01
₹3,870 5,000 1.32.76.36.26.56.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 20

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Edelweiss Arbitrage Fund Growth ₹14.4229
↓ -0.01
₹3,870 5,000 1.32.76.36.26.56.2
Nippon India Arbitrage Fund Growth ₹19.9058
↓ 0.00
₹10,528 5,000 1.22.66.36.36.56.2
L&T Arbitrage Opportunities Fund Growth ₹14.246
↓ 0.00
₹799 5,000 1.32.76.26.16.46
Kotak Equity Arbitrage Fund Growth ₹27.7371
↓ 0.00
₹17,486 5,000 1.32.76.26.26.46.1
ICICI Prudential Equity Arbitrage Fund Growth ₹25.6291
↓ 0.00
₹13,566 5,000 1.32.66.166.35.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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
ICICI Prudential Balanced Advantage Fund Growth ₹38.41
↓ -0.11
₹28,528 5,000 3.18.713.89.78.810.8
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹56.43
↓ -0.07
₹2,726 1,000 3.17.812.27.28.18.1
Nippon India Balanced Advantage Fund Growth ₹95.7406
↓ -0.22
₹2,694 5,000 46.311.29.66.88.3
Edelweiss Balanced Advantage Fund Growth ₹25.29
↑ 0.03
₹1,471 1,000 3.710.113.110.16.27.8
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 ₹29.368
↑ 0.05
₹254 5,000 2.48.1137.38.110.6
HDFC Multi-Asset Fund Growth ₹34.372
↑ 0.08
₹206 5,000 5.19.713.26.66.89.3
Axis Triple Advantage Fund Growth ₹21.8087
↓ -0.05
₹286 5,000 2.912.520.910.3715.3
ICICI Prudential Multi-Asset Fund Growth ₹276.946
↓ -2.82
₹11,871 5,000 3.65.210.48.57.37.7
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 29 Jan 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 ₹33.4329
↑ 0.06
₹36 5,000 1.34.8107.27.210.6
HDFC Equity Savings Fund Growth ₹37.767
↑ 0.14
₹4,346 5,000 23.87.16.57.65.8
L&T Equity Savings Fund Growth ₹18.215
↓ -0.04
₹115 5,000 3.65.67.15.35.13.7
Principal Equity Savings Fund Growth ₹37.0632
↑ 0.08
₹45 5,000 1.23.16.365.65.1
IDBI Equity Savings Fund Growth ₹17.5927
↑ 0.10
₹14 5,000 37.310.24.14.67.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 20

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata Retirement Savings Fund - Progressive Growth ₹31.7677
↑ 0.15
₹743 5,000 2.913.11913.710.311.5
Tata Retirement Savings Fund-Moderate Growth ₹32.1221
↑ 0.13
₹1,157 5,000 2.711.714.811.59.78.6
SBI Magnum Children's Benefit Plan Growth ₹57.5045
↑ 0.16
₹65 5,000 1.14.75.38.49.52.6
Tata Retirement Savings Fund - Conservative Growth ₹21.0366
↑ 0.03
₹135 5,000 1.65.310.277.67.6
ICICI Prudential Child Care Plan (Gift) Growth ₹147.65
↓ -0.68
₹662 5,000 7.27.211.78.77.18.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 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 ₹12.4147
↓ -0.08
₹155.414.42310.36.621.4
Aditya Birla Sun Life Gold Fund Growth ₹12.715
↑ 0.06
₹76514.8229.26.321.3
Nippon India Gold Savings Fund Growth ₹16.7625
↓ -0.06
₹7555.515.921.710.16.122.5
SBI Gold Fund Growth ₹12.6925
↓ -0.05
₹3975.416.722.411.16.322.8
Kotak Gold Fund Growth ₹16.8553
↑ 0.01
₹2055.117.123.511.86.524.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 20

Best Mutual Funds Based on 1 Month Performance

1. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 23 in Small Cap category.  Return for 2019 was 5% , 2018 was -17.3% and 2017 was 44% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (29 Jan 20) ₹80.156 ↑ 0.11   (0.14 %)
Net Assets (Cr) ₹1,360 on 31 Dec 19
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.17
Information Ratio 0.66
Alpha Ratio 11.78
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 Dec 14₹10,000
31 Dec 15₹10,736
31 Dec 16₹11,688
31 Dec 17₹16,833
31 Dec 18₹13,921
31 Dec 19₹14,623

Kotak Small Cap Fund SIP Returns

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

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 20

DurationReturns
1 Month 10.9%
3 Month 13%
6 Month 22%
1 Year 21.4%
3 Year 8.5%
5 Year 9%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
2011 -26.9%
2010 28%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 109.86 Yr.

Data below for Kotak Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials23.63%
Industrials23.6%
Consumer Cyclical21.15%
Financial Services11.28%
Technology6.08%
Consumer Defensive4.61%
Health Care2.69%
Energy2.54%
Real Estate1.88%
Communication Services0.46%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹52 Cr1,848,527
↑ 15,974
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹43 Cr283,805
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
3%₹42 Cr359,368
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
3%₹39 Cr308,706
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹39 Cr356,626
JMC Projects (India) Ltd (Industrials)
Equity, Since 31 Oct 18 | 522263
3%₹38 Cr3,786,569
↑ 131,240
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 533758
3%₹37 Cr196,664
PI Industries Ltd (Basic Materials)
Equity, Since 31 Oct 18 | PIIND
3%₹37 Cr252,507
↓ -13,007
Prataap Snacks Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 540724
3%₹36 Cr423,439
↑ 22,277
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 17 | 540699
3%₹36 Cr94,665
↓ -12,233

2. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 7 in Small Cap category.  Return for 2019 was 0.7% , 2018 was -25.5% and 2017 was 42.8% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (29 Jan 20) ₹58.149 ↑ 0.10   (0.17 %)
Net Assets (Cr) ₹4,918 on 31 Dec 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.06
Information Ratio -0.55
Alpha Ratio 6.67
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
31 Dec 14₹10,000
31 Dec 15₹12,037
31 Dec 16₹13,571
31 Dec 17₹19,376
31 Dec 18₹14,444
31 Dec 19₹14,552

DSP BlackRock Small Cap Fund  SIP Returns

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

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 20

DurationReturns
1 Month 10.3%
3 Month 12.6%
6 Month 16.8%
1 Year 14.7%
3 Year 3.1%
5 Year 8.9%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
2011 -27.2%
2010 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 109.53 Yr.
Jay Kothari1 Mar 136.84 Yr.
Resham Jain16 Mar 181.79 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials26.73%
Consumer Cyclical26.35%
Industrials14.14%
Health Care8.72%
Financial Services8.51%
Consumer Defensive3.75%
Technology2.82%
Communication Services1.97%
Asset Allocation
Asset ClassValue
Cash8.3%
Equity91.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
7%₹349 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
5%₹249 Cr2,187,281
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹207 Cr512,010
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
4%₹188 Cr1,003,322
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹155 Cr9,022,562
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
3%₹135 Cr394,114
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 14 | FINCABLES
3%₹130 Cr3,509,172
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹130 Cr998,279
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
3%₹125 Cr1,244,687
↓ -127,616
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹125 Cr1,141,797

3. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 19 in Small Cap category.  Return for 2019 was -6.1% , 2018 was -29.2% and 2017 was 55.6% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (29 Jan 20) ₹82.2488 ↑ 0.29   (0.35 %)
Net Assets (Cr) ₹1,057 on 31 Dec 19
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio -0.34
Information Ratio -0.8
Alpha Ratio 1.67
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,779
31 Dec 16₹10,765
31 Dec 17₹16,748
31 Dec 18₹11,862
31 Dec 19₹11,144

Sundaram Small Cap Fund SIP Returns

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

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 20

DurationReturns
1 Month 9.9%
3 Month 10%
6 Month 14.9%
1 Year 9.3%
3 Year 1.5%
5 Year 3.2%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
2011 -32.7%
2010 10.2%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
S Krishnakumar6 Oct 0613.08 Yr.

Data below for Sundaram Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.35%
Consumer Cyclical24.93%
Basic Materials16.45%
Health Care10.87%
Technology5.48%
Financial Services4.64%
Communication Services3.35%
Real Estate2.7%
Consumer Defensive2.2%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
6%₹60 Cr682,501
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
5%₹57 Cr1,202,877
↓ -26,125
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
4%₹42 Cr365,000
↓ -24,214
HeidelbergCement India Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 500292
4%₹39 Cr2,039,127
Timken India Ltd (Industrials)
Equity, Since 30 Nov 14 | 522113
4%₹38 Cr440,000
↓ -4,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 30 Apr 16 | THYROCARE
3%₹36 Cr660,815
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Sep 12 | 532706
3%₹36 Cr1,001,388
DCB Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532772
3%₹35 Cr1,900,000
↓ -31,856
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 Aug 09 | 522287
3%₹30 Cr660,000
↓ -10,000
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 590006
3%₹30 Cr673,098
↓ -16,902

4. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 28 in Mid Cap category.  Return for 2019 was 0.1% , 2018 was -18% and 2017 was 33.5% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (29 Jan 20) ₹77.0276 ↓ -0.04   (-0.06 %)
Net Assets (Cr) ₹3,472 on 31 Dec 19
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.16
Information Ratio -1.56
Alpha Ratio -0.98
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 Dec 14₹10,000
31 Dec 15₹11,492
31 Dec 16₹12,065
31 Dec 17₹16,105
31 Dec 18₹13,209
31 Dec 19₹13,219

SBI Magnum Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for SBI Magnum Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 20

DurationReturns
1 Month 8.8%
3 Month 11.4%
6 Month 15.6%
1 Year 11.9%
3 Year 3.7%
5 Year 6.8%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
2012 48%
2011 -25.8%
2010 14.7%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 109.51 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials19.82%
Financial Services18.21%
Industrials16.73%
Consumer Cyclical12.9%
Health Care10.67%
Utility7.15%
Technology6.96%
Real Estate6.45%
Consumer Defensive0.09%
Asset Allocation
Asset ClassValue
Cash0.91%
Equity99.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 14 | PIIND
8%₹272 Cr1,881,000
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Dec 17 | GODREJPROP
6%₹207 Cr2,095,872
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
6%₹204 Cr6,662,175
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
6%₹198 Cr1,561,806
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Mar 18 | 532702
5%₹157 Cr7,167,951
Ramco Cements Ltd (Basic Materials)
Equity, Since 29 Feb 12 | RAMCOCEM
4%₹153 Cr2,028,391
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | 513375
4%₹130 Cr4,047,103
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Dec 18 | 532129
4%₹128 Cr3,814,251
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
4%₹127 Cr2,393,994
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
4%₹126 Cr1,161,202

5. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 12 in Mid Cap category.  Return for 2019 was 8.9% , 2018 was -11.7% and 2017 was 43% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (29 Jan 20) ₹43.665 ↓ -0.10   (-0.22 %)
Net Assets (Cr) ₹5,888 on 31 Dec 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.42
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,842
31 Dec 16₹11,965
31 Dec 17₹17,110
31 Dec 18₹15,105
31 Dec 19₹16,443

Kotak Emerging Equity Scheme 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 Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 20

DurationReturns
1 Month 8.6%
3 Month 12.8%
6 Month 20.2%
1 Year 22.9%
3 Year 11.2%
5 Year 11%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 109.45 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials23.58%
Financial Services18.91%
Industrials18.45%
Consumer Cyclical17.6%
Health Care7.07%
Consumer Defensive4.43%
Utility2.29%
Real Estate1.28%
Energy1.16%
Technology0.96%
Communication Services0.47%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹209 Cr1,409,874
↑ 50,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
4%₹202 Cr1,768,018
↑ 82,569
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹189 Cr3,982,771
↑ 180,541
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹188 Cr2,348,274
↑ 17,167
Triparty Repo
CBLO/Reverse Repo | -
3%₹185 Cr
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹173 Cr397,984
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹173 Cr2,094,935
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹165 Cr408,689
↑ 4,456
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹148 Cr1,440,774
↑ 162,639
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
2%₹135 Cr4,168,761
↑ 200,000

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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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