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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2019 - 2020
- Best Debt Funds 2019 - 2020
- Best Hybrid Funds 2019 - 2020
- Top 5 Gold Funds 2019 - 2020
- Best Mutual Funds Based on 1 Month Performance
- How to Invest in Best Mutual Funds Online?
- Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
Top 5 Equity - Sectoral Funds
Best Performing Mutual Funds 2019
Mutual Fund schemes 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 a mutual fund scheme, namely CRISIL, Morning Star, ICRA. These systems evaluate a mutual fund in terms of returns, Standard Deviation, etc. Some rating systems also consider the qualitative and quantitative factors of the Mutual Funds.
The summation of all these factors leads to the rating of the best performing mutual funds in India. 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 Top Mutual Funds 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. Mutual funds help in fulfilling short-term, mid-term and long-term investment goals. It holds funds for most kind of investors, i.e., from low-risk to high-risk investors.
Moreover, to achieve goals, investors can begin their investments in just INR 500 via a SIP. Let's look at some more benefits on why one 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 (when the market is high). But, when you invest in a fund, you should know the exit load chargers. In mutual funds, the transaction happens only once a day after the fund house releases that day’s NAV i.e., Net Asset Value.
2. Diversification
Mutual fund invests its fund money into various financial instruments such as equity shares and fixed income instruments. As a consequence, individuals can enjoy the benefits of diversification by investing in just one mutual fund scheme. On the contrary, if individuals choose to invest in shares and fixed income on their own then they need to research about each of these companies before investing and monitor their investments constantly.
3. Well-Regulated
Mutual fund industry in India is well-regulated with SEBI being the regulatory authority. SEBI 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 Mutual Fund 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, timely reviewing the investments, and changing the Asset Allocation timely as per the market requirements.
Best Equity Mutual Funds 2019 - 2020
Below are the top ranked funds from difference categories like. Large Cap, mid-cap, small cap, Multi Cap, ELSS and Sectoral from Equity.
Top 5 Large Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Reliance Large Cap Fund Growth ₹35.2598
↓ -0.10 ₹12,772 8.8 8.7 13 17.5 13.6 -0.2 Indiabulls Blue Chip Fund Growth ₹21.35
↓ -0.15 ₹265 8.9 9.5 8.2 14.3 11.4 -1.4 ICICI Prudential Bluechip Fund Growth ₹42.17
↓ -0.27 ₹21,846 6.9 6.7 7.3 14.9 11.8 -0.8 JM Core 11 Fund Growth ₹8.9953
↓ -0.04 ₹47 5.2 9.7 6.5 17.3 12.8 -5 SBI Bluechip Fund Growth ₹39.6074
↓ -0.09 ₹22,217 10.2 9 5.9 11.7 13.5 -4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) L&T Midcap Fund Growth ₹129.26
↑ 0.37 ₹4,503 5,000 4.5 -0.4 -7.8 14.6 16.9 -12 Kotak Emerging Equity Scheme Growth ₹38.003
↑ 0.16 ₹4,028 5,000 8.2 6.3 -2.9 12.6 17.9 -11.7 Sundaram Mid Cap Fund Growth ₹458.064
↑ 0.93 ₹6,029 5,000 7.1 3.8 -8.3 10.2 14.1 -15.4 BNP Paribas Mid Cap Fund Growth ₹31.332
↑ 0.01 ₹735 5,000 7.7 4 -4.4 8.7 12.8 -17.5 Motilal Oswal Midcap 30 Fund Growth ₹24.8491
↓ -0.02 ₹1,391 5,000 8.5 6.8 -1.1 7.7 15.1 -12.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) L&T Emerging Businesses Fund Growth ₹23.615
↓ -0.02 ₹5,989 5,000 3.4 -2.8 -12.5 16.9 16.7 -13.7 Aditya Birla Sun Life Small Cap Fund Growth ₹33.9447
↑ 0.01 ₹2,374 1,000 9 1.7 -15.3 9.9 13.7 -22.6 Reliance Small Cap Fund Growth ₹39.3622
↑ 0.04 ₹8,050 5,000 7.6 -0.2 -9.7 15.7 18.8 -16.7 Franklin India Smaller Companies Fund Growth ₹52.8744
↓ -0.10 ₹7,403 5,000 6.8 2.7 -10.6 9.2 15.3 -17.4 HDFC Small Cap Fund Growth ₹42.331
↑ 0.09 ₹7,660 5,000 5.4 1.2 -6.5 17.5 16 -8.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Motilal Oswal Multicap 35 Fund Growth ₹25.9184
↓ -0.18 ₹13,247 5,000 7.2 7.1 -0.6 15 19 -7.8 Kotak Standard Multicap Fund Growth ₹35.758
↓ -0.01 ₹24,297 5,000 10.2 11.1 11.4 17 15.8 -0.9 Principal Multi Cap Growth Fund Growth ₹141.31
↓ -0.36 ₹880 5,000 7 4.6 0.2 16 12.2 -8.7 IDFC Focused Equity Fund Growth ₹36.32
↓ -0.05 ₹1,632 5,000 6.4 3.5 -7.4 13.7 8.7 -12.7 SBI Magnum Multicap Fund Growth ₹48.907
↓ -0.02 ₹7,228 1,000 9.1 10.2 5.1 14 15.6 -5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Tata India Tax Savings Fund Growth ₹18.2617
↓ -0.07 ₹1,790 9.2 11.7 7.3 15 -8.4 IDFC Tax Advantage (ELSS) Fund Growth ₹55.85
↑ 0.02 ₹1,996 9.3 5.5 -2.5 14.4 14.2 -9.4 DSP BlackRock Tax Saver Fund Growth ₹48.142
↑ 0.04 ₹5,487 9.8 10.3 7.5 15 14 -7.6 Principal Tax Savings Fund Growth ₹206.88
↓ -0.45 ₹406 7.3 4.8 -0.1 15.8 12 -9.2 Aditya Birla Sun Life Tax Relief '96 Growth ₹30.93
↓ -0.13 ₹8,685 3.9 3.9 -0.2 13.2 15.5 -4.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹67
↓ -0.03 ₹3,068 15.7 16.9 13.8 24 17.4 -0.4 Franklin Build India Fund Growth ₹42.78
↑ 0.13 ₹1,256 13.3 12.1 10 15.6 17.5 -10.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹29.86
↑ 0.08 ₹1,741 15 15.6 7.9 20 16.6 -2.4 Sundaram Rural and Consumption Fund Growth ₹40.9949
↓ -0.07 ₹2,375 5.7 4.4 -2.4 13.1 15.1 -7.8 DSP BlackRock Natural Resources and New Energy Fund Growth ₹32.267
↑ 0.21 ₹412 8.3 4.4 -3.9 20.2 14.7 -15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) L&T India Value Fund Growth ₹35.76
↓ -0.01 ₹8,234 8.3 5.1 -0.4 14.3 15.7 -11.4 Tata Equity PE Fund Growth ₹133.645
↓ -0.06 ₹5,464 6.9 5.4 -2.1 16.9 14.8 -7.1 JM Value Fund Growth ₹31.586
↓ -0.06 ₹131 7 7.8 2.2 16 13.3 -11.2 HDFC Capital Builder Value Fund Growth ₹291.955
↓ -0.69 ₹4,540 6.2 5 2 14.6 12.6 -5.5 Templeton India Value Fund Growth ₹248.527
↓ -0.01 ₹553 4.5 4.2 -3.9 11.5 10.3 -12.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Axis Focused 25 Fund Growth ₹27.8
↓ -0.17 ₹7,584 9.8 8.9 3.7 17.2 15.1 0.6 Aditya Birla Sun Life Focused Equity Fund Growth ₹59.629
↓ -0.12 ₹4,279 8.4 9.3 7.8 12.9 11 -4.1 Franklin India Focused Equity Fund Growth ₹41.7283
↑ 0.09 ₹8,264 12.1 12.5 11.6 15.1 16.3 -8.8 Sundaram Select Focus Fund Growth ₹181.509
↓ -0.61 ₹979 10 11.6 10.4 15.8 10.3 1.2 Principal Focused Multicap Fund Growth ₹63.8
↓ -0.31 ₹322 7.6 7.4 6.4 13.6 10.2 -1.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 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
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹26.61
↑ 0.01 ₹18,337 10,000 2.3 5.1 9.8 8.9 8.7 0% 6M 18D Aditya Birla Sun Life Savings Fund Growth ₹373.475
↑ 0.24 ₹15,387 1,000 2.2 4.5 8.7 7.9 7.6 8.44% 5M 26D 6M 18D BOI AXA Ultra Short Duration Fund Growth ₹2,286.67
↑ 1.41 ₹298 5,000 2 4 8 8.1 7.6 8.09% 4M 20D 5M 6D Indiabulls Ultra Short Term Fund Growth ₹1,833.3
↑ 1.04 ₹491 500 2.1 4.2 7.9 7.6 7.1 0% UTI Ultra Short Term Fund Growth ₹3,058.99
↑ 1.88 ₹5,226 5,000 1.9 3.8 7.5 7.3 7 9.35% 3M 19D 4M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DHFL Pramerica Short Maturity Fund Growth ₹33.3779
↑ 0.03 ₹300 0.3 2.3 5.3 6.6 5.5 14.66% 8M 1D 9M 25D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹31.2105
↑ 0.06 ₹3,505 2.4 4.4 8.5 7.5 6.5 9.12% 1Y 10M 28D 2Y 6M 7D ICICI Prudential Short Term Fund Growth ₹39.0105
↑ 0.06 ₹7,985 2.5 4.7 8.3 7.5 5.8 8.58% 1Y 10M 24D 2Y 6M 25D Reliance Short Term Fund Growth ₹35.0562
↑ 0.06 ₹6,565 2.3 4.7 8 7 5.5 8.52% 1Y 9M 2Y 1M 6D UTI Short Term Income Fund Growth ₹22.5837
↑ 0.04 ₹4,220 1.7 3.5 6.9 7.1 6 9.13% 1Y 8M 5D 1Y 11M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DHFL Pramerica Insta Cash Fund Growth ₹244.559
↑ 0.06 ₹891 5,000 0.6 1.8 3.7 7.6 7.4 7.13% 1M 13D 1M 13D JM Liquid Fund Growth ₹51.475
↑ 0.01 ₹2,351 5,000 0.6 1.8 3.7 7.6 7.4 7.25% 1M 28D 1M 28D Indiabulls Liquid Fund Growth ₹1,833.22
↑ 0.51 ₹4,735 500 0.6 1.8 3.6 7.4 7.3 0% Principal Cash Management Fund Growth ₹1,671.04
↑ 0.30 ₹246 5,000 0.5 1.7 3.4 -1.9 -1.8 6.89% 21D 22D Reliance Liquid Fund Growth ₹4,587.27
↑ 1.21 ₹34,422 100 0.6 1.8 3.7 7.6 7.4 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Banking and PSU Debt Fund Growth ₹15.1774
↑ 0.03 ₹3,001 5,000 2.5 5.2 9.1 7.6 5.9 8.66% 2Y 25D 2Y 7M 2D UTI Banking & PSU Debt Fund Growth ₹14.132
↑ 0.02 ₹200 5,000 -4.3 -4.2 -0.6 4.9 6.8 7.7% 1Y 4M 13D 1Y 9M 26D Kotak Banking and PSU Debt fund Growth ₹42.714
↑ 0.08 ₹1,432 5,000 2.6 5.2 9.4 7.8 6.7 8.46% 3Y 1M 2D 4Y 2M 26D DSP BlackRock Banking and PSU Debt Fund Growth ₹15.9035
↑ 0.04 ₹1,646 1,000 2.4 5 9 7.5 6.3 7.87% 1Y 11M 23D 2Y 8M 5D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹240.473
↑ 0.48 ₹6,322 1,000 2.5 4.8 8.9 7.9 6.6 8.2% 2Y 3M 14D 3Y 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹14.6541
↑ 0.02 ₹1,659 2 4.3 7.8 7.1 5.9 0% DHFL Pramerica Credit Risk Fund Growth ₹14.406
↑ 0.01 ₹796 0.5 2.4 5.3 6.6 5.1 10.84% 1Y 5M 1D 1Y 11M 8D HDFC Credit Risk Debt Fund Growth ₹15.3698
↑ 0.01 ₹15,966 2.2 4.1 7.5 7.3 5.4 9.87% 1Y 11M 16D 2Y 6M 11D Principal Credit Risk Fund Growth ₹2,925.15
↑ 3.28 ₹90 1.8 3.9 7.2 7.3 6.4 9.29% 1Y 1M 17D 1Y 4M 24D SBI Credit Risk Fund Growth ₹29.7128
↑ 0.02 ₹5,407 0.8 3 6.8 7.1 6.2 12.02% 1Y 10M 28D 2Y 7M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Corporate Bond Fund Growth ₹21.0286
↑ 0.04 ₹12,684 2.8 5.4 9.4 8 6.5 8.26% 2Y 5M 26D 3Y 5M 5D Aditya Birla Sun Life Corporate Bond Fund Growth ₹72.442
↑ 0.09 ₹15,320 2.5 5 9.3 7.9 7 8.4% 1Y 7M 20D 2Y 2M 8D Kotak Corporate Bond Fund Standard Growth ₹2,501.16
↑ 3.87 ₹1,637 2.5 5 9 8.1 7.5 8.18% 11M 1D 1Y 14D ICICI Prudential Corporate Bond Fund Growth ₹19.2886
↑ 0.03 ₹6,599 2.6 4.8 8.7 7.5 6.4 8.28% 1Y 7M 6D 2Y 3M 25D Reliance Prime Debt Fund Growth ₹39.5534
↑ 0.05 ₹1,652 2.2 4.7 8.4 7.6 6.9 9.99% 10M 27D 1Y 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 GILT Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Reliance Gilt Securities Fund Growth ₹25.2621
↑ 0.05 ₹962 5,000 3.7 6.7 11.5 9.1 8 7.82% 6Y 11D 9Y 4D Aditya Birla Sun Life Government Securities Fund Growth ₹52.7509
↑ 0.08 ₹183 1,000 2.7 5.9 10.4 8.6 6.9 7.06% 3Y 6M 7D 5Y 3M 7D SBI Magnum Gilt Fund Growth ₹41.4295
↑ 0.09 ₹1,400 5,000 3.6 6 9.4 8.3 5.1 7.65% 4Y 11M 26D 7Y 6M 18D UTI Gilt Fund Growth ₹41.3744
↑ 0.05 ₹475 5,000 3.4 5.6 9 9 6.3 7.4% 3Y 7M 28D 5Y 4M 30D ICICI Prudential Gilt Fund Growth ₹64.294
↑ 0.04 ₹1,028 5,000 2.7 4.8 8.6 8.1 6.8 7.47% 2Y 10M 17D 4Y 9M 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) ICICI Prudential MIP 25 Growth ₹42.8803
↑ 0.00 ₹1,626 3.3 5.4 8.4 10.2 10.4 5.1 Edelweiss Arbitrage Fund Growth ₹13.8547
↑ 0.00 ₹3,283 1.6 3 6.3 6.2 6.1 SBI Debt Hybrid Fund Growth ₹39.5219
↑ 0.04 ₹1,203 3.2 5.4 4.7 6.8 8.7 -0.2 Principal Hybrid Equity Fund Growth ₹76.69
↓ -0.18 ₹1,734 4.1 4.3 2.9 15.6 11.9 -1.5 Aditya Birla Sun Life Regular Savings Fund Growth ₹39.1199
↑ 0.01 ₹2,279 3.4 4.1 2.8 8.5 10 -2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Principal Hybrid Equity Fund Growth ₹76.69
↓ -0.18 ₹1,734 5,000 4.1 4.3 2.9 15.6 11.9 -1.5 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹746.81
↓ -1.70 ₹13,221 1,000 4.6 4.5 1.2 9.9 11 -5 SBI Equity Hybrid Fund Growth ₹135.693
↓ -0.11 ₹29,409 1,000 8 9.3 8.6 12.5 13.4 -0.1 ICICI Prudential Equity and Debt Fund Growth ₹133.81
↓ -0.39 ₹26,129 5,000 7.1 6 7.5 13.7 12.7 -1.9 DSP BlackRock Equity and Bond Fund Growth ₹151.477
↓ -0.14 ₹6,350 1,000 8 8.6 5.3 12.1 12.8 -5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) ICICI Prudential MIP 25 Growth ₹42.8803
↑ 0.00 ₹1,626 5,000 3.3 5.4 8.4 10.2 10.4 5.1 Edelweiss Arbitrage Fund Growth ₹13.8547
↑ 0.00 ₹3,283 5,000 1.6 3 6.3 6.2 6.1 SBI Debt Hybrid Fund Growth ₹39.5219
↑ 0.04 ₹1,203 5,000 3.2 5.4 4.7 6.8 8.7 -0.2 Principal Hybrid Equity Fund Growth ₹76.69
↓ -0.18 ₹1,734 5,000 4.1 4.3 2.9 15.6 11.9 -1.5 Aditya Birla Sun Life Regular Savings Fund Growth ₹39.1199
↑ 0.01 ₹2,279 1,000 3.4 4.1 2.8 8.5 10 -2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Edelweiss Arbitrage Fund Growth ₹13.8547
↑ 0.00 ₹3,283 5,000 1.6 3 6.3 6.2 6.1 Reliance Arbitrage Fund Growth ₹19.1387
↑ 0.01 ₹8,276 5,000 1.7 3.1 6.5 6.4 6.9 6.8 Kotak Equity Arbitrage Fund Growth ₹26.6727
↑ 0.01 ₹12,574 5,000 1.7 3 6.4 6.3 6.8 6.3 ICICI Prudential Equity Arbitrage Fund Growth ₹24.6504
↑ 0.01 ₹8,208 5,000 1.6 2.9 6.4 6.2 6.7 6.2 L&T Arbitrage Opportunities Fund Growth ₹13.685
↑ 0.01 ₹629 5,000 1.5 2.8 6.1 6.1 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 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 -1.2 3.1 16.6 15.5 Reliance Balanced Advantage Fund Growth ₹90.9167
↓ -0.29 ₹1,764 5,000 4.8 6.7 7.6 14 10.4 0.4 ICICI Prudential Balanced Advantage Fund Growth ₹35.59
↓ -0.08 ₹29,033 5,000 5 6.1 7.1 11.1 10.6 2.4 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹52.88
↓ -0.02 ₹2,836 1,000 5.1 4.7 6.2 11.3 9.7 0.7 Edelweiss Balanced Advantage Fund Growth ₹23.58
↓ -0.09 ₹1,400 1,000 5.1 5.4 4.9 9.2 9.2 1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 19
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) SBI Multi Asset Allocation Fund Growth ₹26.3462
↑ 0.05 ₹278 5,000 1.5 3.2 1.3 6 8.3 0.4 HDFC Multi-Asset Fund Growth ₹31.738
↓ -0.11 ₹150 5,000 4.7 5.7 1.9 6.7 7.2 -1.9 Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06 ₹39 5,000 0.3 3.3 4.6 8.8 7.6 ICICI Prudential Multi-Asset Fund Growth ₹264.319
↓ -0.85 ₹11,198 5,000 5.6 4.4 4.5 13.6 10.5 -2.2 Axis Triple Advantage Fund Growth ₹19.3766
↓ -0.06 ₹278 5,000 6.2 7.8 4.1 7.7 7.7 1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) DHFL Pramerica Equity Savings Fund Growth ₹31.9615
↓ -0.10 ₹25 5,000 4.7 6 7 7.4 8.8 1.4 HDFC Equity Savings Fund Growth ₹36.83
↓ -0.05 ₹5,758 5,000 4.2 4.9 6.2 11.5 8.4 0.9 Principal Equity Savings Fund Growth ₹35.8965
↓ -0.06 ₹62 5,000 2.7 3 3.9 7.3 6.9 1.6 L&T Equity Savings Fund Growth ₹17.822
↓ -0.02 ₹186 5,000 4.2 4.4 3.3 7.1 7.5 -0.6 IDBI Equity Savings Fund Growth ₹16.3037
↓ -0.05 ₹20 5,000 2.5 2.6 2.9 3.9 5.6 1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) SBI Magnum Children's Benefit Plan Growth ₹55.5648
↑ 0.09 ₹63 5,000 2.1 1.5 2.1 11.6 11.8 0.1 Tata Retirement Savings Fund-Moderate Growth ₹30.0341
↓ -0.12 ₹1,072 5,000 6.4 6.6 1.8 14.3 15.6 -3.6 Tata Retirement Savings Fund - Progressive Growth ₹28.884
↓ -0.15 ₹619 5,000 7.1 7.1 0.1 16.2 14.8 -6.1 Tata Retirement Savings Fund - Conservative Growth ₹19.8775
↓ -0.02 ₹130 5,000 3.5 4.8 4.9 8.9 9.5 0.8 ICICI Prudential Child Care Plan (Gift) Growth ₹140.67
↓ -0.25 ₹633 5,000 6.8 6.3 6.9 11.4 10.2 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Top 5 Gold Funds 2019 - 2020
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Invesco India Gold Fund Growth ₹9.6903
↓ 0.00 ₹12 -6.4 0.5 -0.3 0.7 0.7 6.6 Aditya Birla Sun Life Gold Fund Growth ₹10.0639
↓ 0.00 ₹60 -6.5 1.6 0.2 0.8 1.5 6.8 Reliance Gold Savings Fund Growth ₹13.216
↑ 0.06 ₹645 -5.1 1.6 -0.1 0.7 1.2 6 SBI Gold Fund Growth ₹9.9483
↑ 0.02 ₹307 -5.6 2 -0.2 0.7 1.3 6.4 Kotak Gold Fund Growth ₹13.1416
↑ 0.03 ₹135 -5.3 1.7 0.6 0.8 1.1 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 May 19
Best Mutual Funds Based on 1 Month Performance
Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on The 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. However, there can be no assurance that the investment objective of the Scheme will be realized. SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a Below is the key information for SBI Banking & Financial Services Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India. TATA Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Banking and Financial Services Fund Returns up to 1 year are on 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 Below is the key information for LIC MF Banking & Financial Services Fund Returns up to 1 year are on The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector. Baroda Pioneer Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 22 Jun 12. It is a fund with High risk and has given a Below is the key information for Baroda Pioneer Banking And Financial Services Fund Returns up to 1 year are on 1. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 23 in Sectoral category. Return for 2018 was -3.7% , 2017 was 33.3% and 2016 was 12.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (23 May 19) ₹42.6832 ↓ -0.30 (-0.71 %) Net Assets (Cr) ₹160 on 30 Apr 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.98 Sharpe Ratio 0.23 Information Ratio -1.82 Alpha Ratio -11.7 Min Investment 100,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 14 ₹10,000 30 Apr 15 ₹14,122 30 Apr 16 ₹13,031 30 Apr 17 ₹17,969 30 Apr 18 ₹19,291 30 Apr 19 ₹20,487 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19 Duration Returns 1 Month 5.4% 3 Month 15.3% 6 Month 16.5% 1 Year 10.2% 3 Year 17.8% 5 Year 12.3% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% 2014 58% 2013 -12.4% 2012 47.1% 2011 -32.9% 2010 35.5% 2009 71.6% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.25 Yr. Dwijendra Srivastava 30 Dec 17 1.25 Yr. Rahul Baijal 1 Apr 19 0 Yr. Rohit Seksaria 30 Dec 17 1.25 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 96.15% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK26% ₹42 Cr 182,557 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK15% ₹25 Cr 605,945
↑ 58,145 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹14 Cr 183,312 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK8% ₹14 Cr 98,346
↑ 11,857 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN8% ₹13 Cr 413,653 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC7% ₹11 Cr 56,179
↓ -20,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000345% ₹9 Cr 28,034 Treps
CBLO/Reverse Repo | -3% ₹5 Cr Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹4 Cr 5,482 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5407162% ₹3 Cr 31,750 2. SBI Banking & Financial Services Fund
CAGR/Annualized return of 15.9% since its launch. Return for 2018 was 9.5% , 2017 was 40.7% and 2016 was 17% . SBI Banking & Financial Services Fund
Growth Launch Date 26 Feb 15 NAV (23 May 19) ₹18.6736 ↓ -0.12 (-0.66 %) Net Assets (Cr) ₹776 on 30 Apr 19 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating Risk High Expense Ratio 3.02 Sharpe Ratio 0.57 Information Ratio -0.09 Alpha Ratio -4.24 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.
Date Value 30 Apr 15 ₹9,542 30 Apr 16 ₹9,592 30 Apr 17 ₹13,299 30 Apr 18 ₹15,826 30 Apr 19 ₹18,133 Returns for SBI Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19 Duration Returns 1 Month 5% 3 Month 14.5% 6 Month 19.5% 1 Year 18.9% 3 Year 24.4% 5 Year 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2018 9.5% 2017 40.7% 2016 17% 2015 2014 2013 2012 2011 2010 2009 Fund Manager information for SBI Banking & Financial Services Fund
Name Since Tenure Sohini Andani 26 Feb 15 4.18 Yr. Data below for SBI Banking & Financial Services Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 94.89% Asset Allocation
Asset Class Value Cash 5.11% Equity 94.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK20% ₹144 Cr 621,000
↑ 312,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK13% ₹94 Cr 2,355,814 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK9% ₹68 Cr 510,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5322159% ₹68 Cr 870,000 ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI6% ₹42 Cr 1,200,000
↑ 1,200,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5406116% ₹40 Cr 678,045 Net Receivable / Payable
CBLO | -5% ₹38 Cr GRUH Finance Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5112885% ₹37 Cr 1,324,990
↓ -1,300,010 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN5% ₹36 Cr 1,115,000
↓ -945,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Mar 19 | 5049735% ₹35 Cr 720,000
↑ 720,000 3. TATA Banking and Financial Services Fund
CAGR/Annualized return of 21.4% since its launch. Return for 2018 was -0.1% , 2017 was 45% and 2016 was 17.8% . TATA Banking and Financial Services Fund
Growth Launch Date 28 Dec 15 NAV (23 May 19) ₹19.325 ↓ -0.13 (-0.67 %) Net Assets (Cr) ₹284 on 30 Apr 19 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.84 Sharpe Ratio 0.18 Information Ratio -0.32 Alpha Ratio -12.9 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 16 ₹10,451 30 Apr 17 ₹15,443 30 Apr 18 ₹17,747 30 Apr 19 ₹18,670 Returns for TATA Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19 Duration Returns 1 Month 5% 3 Month 15.4% 6 Month 19.6% 1 Year 11.3% 3 Year 22.3% 5 Year 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 -0.1% 2017 45% 2016 17.8% 2015 2014 2013 2012 2011 2010 2009 Fund Manager information for TATA Banking and Financial Services Fund
Name Since Tenure Sonam Udasi 1 Apr 16 2.84 Yr. Amey Sathe 18 Jun 18 0.62 Yr. Data below for TATA Banking and Financial Services Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 97.01% Asset Allocation
Asset Class Value Cash 3.11% Equity 97.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK25% ₹70 Cr 303,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK14% ₹40 Cr 982,000
↑ 70,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFC11% ₹31 Cr 156,800 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK9% ₹25 Cr 180,000
↑ 10,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322156% ₹17 Cr 220,000
↑ 40,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 16 | 5329785% ₹15 Cr 20,500 DCB Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | 5327724% ₹13 Cr 595,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹13 Cr 40,500 City Union Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | CUB4% ₹11 Cr 559,990 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5333984% ₹11 Cr 180,000
↓ -15,000 4. LIC MF Banking & Financial Services Fund
CAGR/Annualized return of 3.3% since its launch. Return for 2018 was -18% , 2017 was 32.7% and 2016 was 10.5% . LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (23 May 19) ₹11.4434 ↓ -0.03 (-0.29 %) Net Assets (Cr) ₹59 on 30 Apr 19 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.94 Sharpe Ratio -0.03 Information Ratio -1.04 Alpha Ratio -17.61 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.
Date Value 30 Apr 15 ₹9,902 30 Apr 16 ₹8,259 30 Apr 17 ₹12,046 30 Apr 18 ₹11,055 30 Apr 19 ₹11,070 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19 Duration Returns 1 Month 4.8% 3 Month 15.2% 6 Month 18.4% 1 Year 8.3% 3 Year 12.8% 5 Year 10 Year 15 Year Since launch 3.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Yogesh Patil 1 Oct 18 0.33 Yr. Data below for LIC MF Banking & Financial Services Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 97.71% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK23% ₹14 Cr 58,973 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK11% ₹7 Cr 166,464 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK11% ₹7 Cr 47,840 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 53221511% ₹6 Cr 84,193 City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | CUB8% ₹5 Cr 226,662 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 18 | HDFC7% ₹4 Cr 22,134 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 16 | FEDERALBNK5% ₹3 Cr 323,616 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 May 16 | CHOLAFIN4% ₹2 Cr 15,449 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 18 | 5407163% ₹2 Cr 19,000 Treps
CBLO/Reverse Repo | -3% ₹2 Cr 5. Baroda Pioneer Banking And Financial Services Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 32 in Sectoral category. Return for 2018 was 1.2% , 2017 was 32.9% and 2016 was 8.7% . Baroda Pioneer Banking And Financial Services Fund
Growth Launch Date 22 Jun 12 NAV (23 May 19) ₹23.73 ↓ -0.12 (-0.50 %) Net Assets (Cr) ₹42 on 30 Apr 19 Category Equity - Sectoral AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆ Risk High Expense Ratio 3.07 Sharpe Ratio 0.36 Information Ratio -0.95 Alpha Ratio -6.83 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 14 ₹10,000 30 Apr 15 ₹14,191 30 Apr 16 ₹13,056 30 Apr 17 ₹17,936 30 Apr 18 ₹18,910 30 Apr 19 ₹20,643 Returns for Baroda Pioneer Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 May 19 Duration Returns 1 Month 4.5% 3 Month 14.7% 6 Month 17.7% 1 Year 13.8% 3 Year 17.8% 5 Year 11.5% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2018 1.2% 2017 32.9% 2016 8.7% 2015 -11.8% 2014 59% 2013 -13.1% 2012 2011 2010 2009 Fund Manager information for Baroda Pioneer Banking And Financial Services Fund
Name Since Tenure Dipak Acharya 22 Jun 12 6.61 Yr. Data below for Baroda Pioneer Banking And Financial Services Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 95.56% Asset Allocation
Asset Class Value Cash 4.44% Equity 95.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK28% ₹12 Cr 51,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK18% ₹7 Cr 185,000
↓ -15,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 53221511% ₹5 Cr 60,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN10% ₹4 Cr 135,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK9% ₹4 Cr 30,000
↑ 5,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000344% ₹2 Cr 5,000 City Union Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | CUB3% ₹1 Cr 70,000 Cblo
CBLO | -3% ₹1 Cr Shriram Transport Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 19 | SRTRANSFIN3% ₹1 Cr 10,000
↑ 7,500 Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Oct 17 | BHARATFIN3% ₹1 Cr 10,000
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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 and too large, can hinder a fund’s performance. Less AUM (Asset Under Management) 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 (Asset Under Management) is approximately 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 and see if the fund is able to beat the benchmark or not.
3. Total Expense Ratio
Investors who want to make Mutual Fund Investments 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 which should not supersede other important factors such as fund performance, etc.
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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Great Article wide coverage on the topic with good presentation.