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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 - Global Funds
Best Performing Mutual Funds 2019 - 2020
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 (%) 2017 (%) ICICI Prudential Bluechip Fund Growth ₹40.28
↓ -0.23 ₹19,458 3.4 1.4 -2.7 15.1 14.9 -0.8 Reliance Large Cap Fund Growth ₹33.0949
↓ -0.37 ₹11,410 6.5 4.8 -2.8 15.6 17.5 -0.2 Indiabulls Blue Chip Fund Growth ₹19.97
↑ 0.01 ₹390 4.7 -2.2 -3.2 13.9 12.7 -1.4 Aditya Birla Sun Life Frontline Equity Fund Growth ₹215.76
↓ -0.50 ₹20,880 5 0.3 -4.2 13.4 15.1 -2.9 SBI Bluechip Fund Growth ₹36.9293
↓ -0.21 ₹20,287 5.2 -2.5 -5.9 11.8 15.7 -4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) L&T Midcap Fund Growth ₹130.91
↓ -0.72 ₹3,438 5,000 3 -3.8 -13.9 16.9 24.4 -12 Kotak Emerging Equity Scheme Growth ₹36.806
↓ -0.07 ₹3,314 5,000 5.5 -2.1 -12 15.6 23.5 -11.7 Sundaram Mid Cap Fund Growth ₹453.263
↓ -1.53 ₹5,731 5,000 4.6 -4.3 -15.8 13.1 21.1 -15.4 BNP Paribas Mid Cap Fund Growth ₹30.684
↓ -0.14 ₹727 5,000 3.4 -1.2 -17.6 10.2 18.5 -17.5 Motilal Oswal Midcap 30 Fund Growth ₹23.7254
↓ -0.16 ₹1,265 5,000 3 -7.5 -12 9 -12.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) L&T Emerging Businesses Fund Growth ₹24.308
↓ -0.11 ₹5,392 5,000 0.1 -4.5 -16 20.6 -13.7 Aditya Birla Sun Life Small Cap Fund Growth ₹33.7196
↓ -0.27 ₹2,108 1,000 2.2 -8.7 -24.3 13.5 20.2 -22.6 Reliance Small Cap Fund Growth ₹39.2497
↓ -0.19 ₹7,227 5,000 0.6 -1.8 -18.5 17.5 26.7 -16.7 Franklin India Smaller Companies Fund Growth ₹52.6239
↓ -0.35 ₹6,764 5,000 2.7 -5.7 -16.9 13.3 22.7 -17.4 HDFC Small Cap Fund Growth ₹42.235
↓ -0.40 ₹5,672 5,000 2.4 -1.2 -9.5 20.8 20.3 -8.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 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 (%) 2017 (%) Motilal Oswal Multicap 35 Fund Growth ₹24.753
↓ -0.16 ₹13,286 5,000 5.8 -6.2 -10.1 14.9 -7.8 Kotak Standard Multicap Fund Growth ₹33.104
↓ -0.15 ₹21,369 5,000 5.3 -0.8 -2.4 16.3 19 -0.9 Principal Multi Cap Growth Fund Growth ₹137.24
↓ -0.65 ₹823 5,000 3 -0.3 -10.9 17.2 17.5 -8.7 IDFC Focused Equity Fund Growth ₹35.45
↓ -0.08 ₹1,621 5,000 0.9 -8.9 -12.9 14.4 11.7 -12.7 SBI Magnum Multicap Fund Growth ₹46.0681
↓ -0.21 ₹6,192 1,000 5.8 -0.5 -6 14.4 19 -5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Tata India Tax Savings Fund Growth ₹16.9407
↓ -0.04 ₹1,512 6.7 0.3 -8.2 14.7 -8.4 IDFC Tax Advantage (ELSS) Fund Growth ₹52.86
↓ -0.20 ₹1,689 1.8 -3.8 -12.4 14.8 16.4 -9.4 Aditya Birla Sun Life Tax Relief '96 Growth ₹30.49
↓ -0.01 ₹6,984 3.6 -1.6 -4.7 15 19.2 -4.5 DSP BlackRock Tax Saver Fund Growth ₹44.711
↓ -0.25 ₹4,567 5.8 -0.1 -8.4 14.6 17.5 -7.6 Principal Tax Savings Fund Growth ₹200.82
↓ -0.98 ₹379 3.3 -0.6 -11.5 16.9 17.3 -9.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹61.34
↓ -0.31 ₹2,595 13.3 5.2 -2.3 25.7 24 -0.4 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹26.85
↓ -0.20 ₹1,561 8.8 -5.1 -5.6 22.3 22.7 -2.4 Sundaram Rural and Consumption Fund Growth ₹40.5851
↓ -0.17 ₹2,431 6.9 -0.7 -8.5 18 19.4 -7.8 Franklin Build India Fund Growth ₹39.3203
↓ -0.43 ₹1,129 8.1 3.2 -10.6 15.7 23 -10.7 DSP BlackRock Natural Resources and New Energy Fund Growth ₹30.385
↑ 0.11 ₹392 -3 -5.2 -18.3 20 20 -15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Tata Equity PE Fund Growth ₹128.88
↓ -0.35 ₹5,021 3 -7 -8.8 18.2 21.2 -7.1 L&T India Value Fund Growth ₹34.193
↓ -0.17 ₹7,919 2 -2.3 -13.3 13.8 21.8 -11.4 JM Value Fund Growth ₹29.7285
↓ -0.18 ₹129 3.7 -5.7 -11.6 16.2 19 -11.2 HDFC Capital Builder Value Fund Growth ₹284.012
↓ -1.57 ₹4,017 2.8 -2.2 -7.3 15.4 17.4 -5.5 Templeton India Value Fund Growth ₹243.973
↑ 0.22 ₹547 4.8 -4.2 -13.2 12.5 14.9 -12.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Axis Focused 25 Fund Growth ₹25.74
↓ -0.06 ₹6,455 1.7 -9.9 -4.4 17.1 16.3 0.6 Aditya Birla Sun Life Focused Equity Fund Growth ₹55.9603
↓ -0.19 ₹3,991 3.2 -0.6 -5.9 12.5 14.9 -4.1 Sundaram Select Focus Fund Growth ₹169.757
↓ -0.33 ₹873 4.7 -1.2 0.4 14.3 13.1 1.2 Principal Focused Multicap Fund Growth ₹61.55
↓ -0.03 ₹308 6.1 -0.5 -2.3 13.8 14.3 -1.2 Motilal Oswal Focused 25 Fund Growth ₹20.4068
↓ -0.13 ₹1,104 4.7 -7.1 -7.3 11.5 14.6 -4.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 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 (%) 2017 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹25.7839
↑ 0.01 ₹14,700 10,000 2.9 4.8 9 8.9 8.7 0% 6M 17D Aditya Birla Sun Life Savings Fund Growth ₹362.913
↑ 0.07 ₹14,949 1,000 2.4 4.2 7.9 8.1 7.6 8.4% 5M 8D 6M 4D BOI AXA Ultra Short Duration Fund Growth ₹2,228.44
↑ 0.21 ₹414 5,000 2.2 3.9 7.8 8.3 7.6 8.87% 3M 7D 3M 20D Indiabulls Ultra Short Term Fund Growth ₹1,782.82
↑ 0.42 ₹556 500 2.1 3.6 7.3 7.7 7.1 8.2% 4M 13D UTI Ultra Short Term Fund Growth ₹2,986.1
↑ 0.22 ₹5,077 5,000 2.1 3.7 7.1 7.5 7 9.49% 4M 16D 7M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2017 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DHFL Pramerica Short Maturity Fund Growth ₹33.1175
↓ -0.01 ₹831 2.2 3.2 5.7 7.5 5.5 10.53% 1Y 3M 4D 1Y 7M 17D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹30.4073
↓ 0.00 ₹3,837 2.7 4.4 6.9 7.9 6.5 9.64% 1Y 7M 17D 2Y 1M 24D UTI Short Term Income Fund Growth ₹22.1226
↓ 0.00 ₹8,591 2.1 3.4 6.1 7.4 6 8.67% 1Y 2M 23D 1Y 6M 7D ICICI Prudential Short Term Fund Growth ₹37.8325 ₹7,259 2.4 3.6 6.1 7.7 5.8 8.59% 1Y 2M 5D 1Y 5M 16D Reliance Short Term Fund Growth ₹34.0438
↓ 0.00 ₹8,726 2.7 3.6 5.8 7 5.5 8.89% 1Y 5M 16D 1Y 10M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2017 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DHFL Pramerica Insta Cash Fund Growth ₹238.505
↑ 0.05 ₹3,360 5,000 0.6 1.9 3.8 7.5 7.4 7.14% 1M 6D 1M 6D JM Liquid Fund Growth ₹50.2257
↑ 0.01 ₹2,277 5,000 0.6 1.9 3.8 7.5 7.4 7.27% 12D 12D Indiabulls Liquid Fund Growth ₹1,788.93
↑ 0.35 ₹2,088 500 0.6 1.8 3.7 7.3 7.3 6.86% 1M 5D 1M 6D Principal Cash Management Fund Growth ₹1,633.62
↑ 0.61 ₹390 5,000 0.6 1.7 -5.2 -1.8 -1.8 6.82% 15D 16D Baroda Pioneer Liquid Fund Growth ₹2,109.22
↑ 0.82 ₹7,102 5,000 0.6 1.9 3.8 7.5 7.5 7.47% 25D 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2017 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity UTI Banking & PSU Debt Fund Growth ₹14.9981
↓ 0.00 ₹794 5,000 2.5 4 6.9 8.2 6.8 8.48% 9M 4D 10M 17D HDFC Banking and PSU Debt Fund Growth ₹14.7145
↓ 0.00 ₹2,729 5,000 3.1 4.2 6.1 7.7 5.9 9% 2Y 3M 7D 2Y 10M 19D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹233.388
↓ 0.00 ₹5,627 1,000 2.7 4.2 6.9 8.2 6.6 8.36% 2Y 25D 2Y 10M 13D Kotak Banking and PSU Debt fund Growth ₹41.2984
↓ -0.01 ₹858 5,000 3.1 4.2 6.7 7.6 6.7 8.46% 1Y 5M 26D 1Y 10M 24D DSP BlackRock Banking and PSU Debt Fund Growth ₹15.4117
↓ 0.00 ₹1,555 1,000 2.8 4.2 6.5 7.4 6.3 8.04% 2Y 1M 24D 3Y 1M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2017 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹14.2838
↓ 0.00 ₹1,682 2.4 3.6 6.1 7.4 5.9 10.02% 1Y 7M 6D 1Y 10M 24D DHFL Pramerica Credit Risk Fund Growth ₹14.2787
↑ 0.00 ₹987 2.2 3 5.3 7.4 5.1 10.34% 1Y 5M 1D 1Y 10M 24D Principal Credit Risk Fund Growth ₹2,855.72
↓ -0.65 ₹92 2.2 3.4 6.5 7.4 6.4 9.42% 1Y 1M 2D 1Y 4M 6D SBI Credit Risk Fund Growth ₹29.2888
↑ 0.00 ₹5,385 2.4 3.8 6.3 7.9 6.2 9.72% 1Y 5M 5D 1Y 9M 4D HDFC Credit Risk Debt Fund Growth ₹14.9887
↓ 0.00 ₹17,135 2.5 3.5 5.5 7.6 5.4 9.79% 1Y 11M 25D 2Y 6M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2017 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Corporate Bond Fund Growth ₹70.1901
↑ 0.01 ₹12,536 2.8 4.4 7.2 8 7 8.59% 1Y 9M 14D 2Y 4M 17D HDFC Corporate Bond Fund Growth ₹20.2983
↓ 0.00 ₹11,285 2.9 4.2 6.6 7.9 6.5 8.69% 2Y 1D 2Y 7M 2D Kotak Corporate Bond Fund Standard Growth ₹2,422.97
↑ 0.30 ₹745 2.5 4.1 7.8 8 7.5 8.9% 11M 5D 1Y 14D Reliance Prime Debt Fund Growth ₹38.4619
↑ 0.00 ₹3,493 2.6 3.9 7.2 7.6 6.9 9.1% 11M 12D 1Y 1M 2D ICICI Prudential Corporate Bond Fund Growth ₹18.6873
↑ 0.00 ₹4,172 2.4 3.8 6.7 7.6 6.4 8.62% 1Y 2M 5D 1Y 5M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 GILT Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2017 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Reliance Gilt Securities Fund Growth ₹24.1858
↓ -0.05 ₹887 5,000 3.8 5.4 7.6 9.2 8 7.65% 4Y 9M 29D 6Y 6M 22D ICICI Prudential Gilt Fund Growth ₹62.5234
↑ 0.00 ₹1,044 5,000 2.6 4.1 7.2 9.1 6.8 6.97% 1Y 9M 25D 2Y 6M 25D Aditya Birla Sun Life Government Securities Fund Growth ₹51.0413
↓ -0.05 ₹202 1,000 4.1 5.1 6.9 9.3 6.9 7.73% 6Y 14D 8Y 11M 5D UTI Gilt Fund Growth ₹39.775
↓ -0.05 ₹496 5,000 2.5 3.5 5.9 8.6 6.3 7.05% 1Y 9M 4D 2Y 6M 7D Canara Robeco Gilt Fund Growth ₹49.5344
↓ -0.06 ₹67 5,000 2.3 3.4 5 8.5 4.9 7.26% 3Y 10M 24D 6Y 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 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 (%) 2017 (%) Edelweiss Arbitrage Fund Growth ₹13.5607
↑ 0.01 ₹3,326 1.4 3 6.1 6.2 6.1 ICICI Prudential MIP 25 Growth ₹41.4669
↓ -0.03 ₹1,589 3.3 3.2 4.9 10.5 11.4 5.1 SBI Debt Hybrid Fund Growth ₹38.1577
↓ -0.08 ₹1,302 3.5 1 -0.2 7.2 9.1 -0.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹38.0738
↓ -0.02 ₹2,492 2.7 -1.1 -2 9.7 11.3 -2.2 Principal Hybrid Equity Fund Growth ₹75.06
↓ -0.24 ₹1,647 2.4 0.8 -3.2 16.9 15.7 -1.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Principal Hybrid Equity Fund Growth ₹75.06
↓ -0.24 ₹1,647 5,000 2.4 0.8 -3.2 16.9 15.7 -1.5 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹730.53
↓ -1.86 ₹13,777 1,000 3.3 -0.8 -5.3 11.1 15 -5 SBI Equity Hybrid Fund Growth ₹127.347
↓ -0.49 ₹28,062 1,000 5.1 1.4 -1.6 11.7 15.4 -0.1 ICICI Prudential Equity and Debt Fund Growth ₹127.4
↓ -0.82 ₹26,566 5,000 2.5 3.3 -3.5 14 15.8 -1.9 DSP BlackRock Equity and Bond Fund Growth ₹141.671
↓ -0.64 ₹6,457 1,000 4 -2.1 -6 11.3 15 -5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Edelweiss Arbitrage Fund Growth ₹13.5607
↑ 0.01 ₹3,326 5,000 1.4 3 6.1 6.2 6.1 ICICI Prudential MIP 25 Growth ₹41.4669
↓ -0.03 ₹1,589 5,000 3.3 3.2 4.9 10.5 11.4 5.1 SBI Debt Hybrid Fund Growth ₹38.1577
↓ -0.08 ₹1,302 5,000 3.5 1 -0.2 7.2 9.1 -0.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹38.0738
↓ -0.02 ₹2,492 1,000 2.7 -1.1 -2 9.7 11.3 -2.2 Principal Hybrid Equity Fund Growth ₹75.06
↓ -0.24 ₹1,647 5,000 2.4 0.8 -3.2 16.9 15.7 -1.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Edelweiss Arbitrage Fund Growth ₹13.5607
↑ 0.01 ₹3,326 5,000 1.4 3 6.1 6.2 6.1 Reliance Arbitrage Fund Growth ₹18.7106
↑ 0.01 ₹9,445 5,000 1.4 3.1 6.6 6.3 6.9 6.8 Kotak Equity Arbitrage Fund Growth ₹26.0862
↑ 0.01 ₹13,739 5,000 1.4 3.1 6.2 6.3 7 6.3 ICICI Prudential Equity Arbitrage Fund Growth ₹24.125
↑ 0.01 ₹9,215 5,000 1.4 3 6.1 6.2 6.8 6.2 L&T Arbitrage Opportunities Fund Growth ₹13.405
↑ 0.01 ₹907 5,000 1.3 2.9 5.9 6.1 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) HDFC Balanced Advantage Fund Growth ₹193.223
↑ 0.95 ₹37,850 5,000 5.4 8 12.3 16.6 18.8 ICICI Prudential Balanced Advantage Fund Growth ₹34.24
↓ -0.09 ₹28,994 5,000 3.9 2.4 1.9 11.4 12.5 2.4 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹51.29
↓ -0.14 ₹3,012 1,000 2.2 2.6 0.3 13.2 12.4 0.7 Reliance Balanced Advantage Fund Growth ₹87.2238
↓ -0.27 ₹1,311 5,000 3 2.1 -2.2 13.2 13.8 0.4 Principal Balanced Advantage Fund Growth ₹20.45
↓ -0.03 ₹169 5,000 1.3 1.8 2.7 8.4 11.2 3.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Sep 18
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) SBI Multi Asset Allocation Fund Growth ₹26.1776
↓ -0.05 ₹321 5,000 2.6 1.8 0.9 7.2 9.4 0.4 HDFC Multi-Asset Fund Growth ₹30.883
↓ -0.12 ₹147 5,000 2.9 -0.4 -1.4 7 8.7 -1.9 Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06 ₹39 5,000 0.3 3.3 4.6 8.8 7.6 Axis Triple Advantage Fund Growth ₹18.3533
↓ -0.05 ₹280 5,000 4.2 -3.2 -1.6 8.5 7.7 1.9 ICICI Prudential Multi-Asset Fund Growth ₹255.466
↓ -2.05 ₹10,713 5,000 1.3 4.1 -4.5 14.8 13.8 -2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) DHFL Pramerica Equity Savings Fund Growth ₹30.5473
↑ 0.05 ₹33 5,000 1 -0.4 1.1 6.9 9 1.4 HDFC Equity Savings Fund Growth ₹35.582
↓ -0.02 ₹6,732 5,000 1.9 2.3 0.5 11.6 9.8 0.9 Principal Equity Savings Fund Growth ₹35.1459
↓ -0.04 ₹73 5,000 1.3 0.9 0.9 7.7 7.3 1.6 L&T Equity Savings Fund Growth ₹17.205
↓ -0.02 ₹216 5,000 1.4 -0.4 -0.9 6.7 8.5 -0.6 IDBI Equity Savings Fund Growth ₹16.0877
↓ -0.01 ₹20 5,000 1.9 0.6 1.6 4.4 6 1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) SBI Magnum Children's Benefit Plan Growth ₹55.087
↓ -0.17 ₹61 5,000 1.8 2.2 0.1 14.1 15.4 0.1 Tata Retirement Savings Fund-Moderate Growth ₹28.7951
↓ -0.08 ₹945 5,000 5.1 -3.4 -4.3 15.1 19.2 -3.6 Tata Retirement Savings Fund - Progressive Growth ₹27.6295
↓ -0.09 ₹539 5,000 5.9 -5.1 -6.8 16.7 18.1 -6.1 Tata Retirement Savings Fund - Conservative Growth ₹19.2668
↓ -0.03 ₹129 5,000 3.6 0.9 0.6 9.5 10.4 0.8 ICICI Prudential Child Care Plan (Gift) Growth ₹134.65
↓ -1.67 ₹604 5,000 3 1.2 -2 12.6 15.4 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Top 5 Gold Funds 2019 - 2020
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Invesco India Gold Fund Growth ₹10.0348
↓ -0.03 ₹12 1.6 7.3 6.6 11.1 0.4 6.6 Aditya Birla Sun Life Gold Fund Growth ₹10.3463
↑ 0.00 ₹57 2.1 3.4 6.8 6.4 0.5 6.8 Reliance Gold Savings Fund Growth ₹13.5354
↓ -0.08 ₹608 0.9 7.5 6.1 5.7 0 6 SBI Gold Fund Growth ₹10.1991
↓ -0.05 ₹304 1.7 8.1 6.6 5.8 0.3 6.4 Kotak Gold Fund Growth ₹13.4541
↓ -0.05 ₹131 1.5 8.7 7.6 6.1 0.2 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Best Mutual Funds Based on 1 Month Performance
An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation. Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund. Principal Global Opportunities Fund is a Equity - Global fund was launched on 29 Mar 04. It is a fund with High risk and has given a Below is the key information for Principal Global Opportunities Fund Returns up to 1 year are on (Erstwhile Invesco India Pan European Equity Fund) To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
The Scheme may, at the discretion of Fund Manager, also invest in units of
other similar Overseas Mutual Funds with similar objectives, strategy and
attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Equity - Global fund was launched on 7 Nov 08. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on (Erstwhile Invesco India Global Equity Income Fund) To provide capital appreciation and/or income by investing predominantly
in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund Returns up to 1 year are on 1. Franklin Asian Equity Fund
CAGR/Annualized return of 6.8% since its launch. Ranked 1 in Global category. Return for 2018 was -13.6% , 2017 was 35.5% and 2016 was 7.2% . Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (18 Jan 19) ₹20.5588 ↑ 0.22 (1.09 %) Net Assets (Cr) ₹112 on 30 Nov 18 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.98 Sharpe Ratio -0.87 Information Ratio -0.71 Alpha Ratio -7.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹10,918 31 Dec 15 ₹10,417 31 Dec 16 ₹11,165 31 Dec 17 ₹15,126 31 Dec 18 ₹13,065 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 6.4% 3 Month 0.9% 6 Month -6.5% 1 Year -12.1% 3 Year 13.4% 5 Year 7.5% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2017 -13.6% 2016 35.5% 2015 7.2% 2014 -4.6% 2013 9.2% 2012 12.4% 2011 19.3% 2010 -1.6% 2009 8.1% 2008 51.4% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Roshi Jain 16 Jan 08 10.8 Yr. Srikesh Nair 1 Dec 15 2.92 Yr. Data below for Franklin Asian Equity Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 29.9% Technology 26.79% Consumer Cyclical 21.38% Consumer Defensive 4.98% Basic Materials 4.51% Industrials 2.49% Real Estate 2.46% Energy 1.69% Health Care 1.6% Communication Services 1.02% Asset Allocation
Asset Class Value Equity 96.83% Other 3.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tencent Holdings Ltd (Technology)
Equity, Since 31 Jul 14 | 007008% ₹9 Cr 31,700 Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA8% ₹9 Cr 9,063 AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 012998% ₹8 Cr 140,524 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059307% ₹8 Cr 32,100 Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 23307% ₹8 Cr 146,714 Ping An Insurance (Group) Co. of China Ltd H (Financial Services)
Equity, Since 31 Dec 14 | 023185% ₹5 Cr 88,310
↓ -21,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK5% ₹5 Cr 24,627 Call, Cash & Other Assets
Receivables | -3% ₹3 Cr Ctrip.com International Ltd ADR (Consumer Cyclical)
Equity, Since 31 Aug 14 | CTRP3% ₹3 Cr 16,638 PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA2% ₹2 Cr 195,429 2. Principal Global Opportunities Fund
CAGR/Annualized return of 6.9% since its launch. Ranked 8 in Global category. Return for 2018 was -15.5% , 2017 was 30.9% and 2016 was 10.1% . Principal Global Opportunities Fund
Growth Launch Date 29 Mar 04 NAV (18 Jan 19) ₹26.7778 ↑ 0.05 (0.18 %) Net Assets (Cr) ₹15 on 30 Nov 18 Category Equity - Global AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1 Sharpe Ratio -0.38 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 2,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹9,738 31 Dec 15 ₹8,798 31 Dec 16 ₹9,685 31 Dec 17 ₹12,679 31 Dec 18 ₹10,719 Returns for Principal Global Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 6% 3 Month -10.2% 6 Month -12.1% 1 Year -12.7% 3 Year 13.4% 5 Year 4.1% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2017 -15.5% 2016 30.9% 2015 10.1% 2014 -9.6% 2013 -2.6% 2012 5.4% 2011 21.5% 2010 -2.6% 2009 11.5% 2008 62.5% Fund Manager information for Principal Global Opportunities Fund
Name Since Tenure Rajat Jain 1 Oct 05 13.09 Yr. Data below for Principal Global Opportunities Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Technology 21.62% Industrials 20.22% Consumer Cyclical 16.02% Financial Services 12.15% Basic Materials 11.17% Consumer Defensive 5.85% Health Care 5.23% Real Estate 2.53% Communication Services 1.82% Energy 1.4% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Principal Origin Glb Smlr Coms I Acc USD
Investment Fund | -100% ₹15 Cr 143,664 Treps 03-Dec-2018
CBLO/Reverse Repo | -3% ₹0 Cr Net Receivable / Payable
Net Current Assets | -2% ₹0 Cr 91 DTB 08022019
Sovereign Bonds | -0% ₹0 Cr 1,000
↑ 1,000 3. Invesco India Feeder- Invesco Pan European Equity Fund
CAGR/Annualized return of 0.9% since its launch. Ranked 20 in Global category. Return for 2018 was -11.2% , 2017 was 14.8% and 2016 was -0.2% . Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (18 Jan 19) ₹10.4537 ↑ 0.19 (1.85 %) Net Assets (Cr) ₹27 on 30 Nov 18 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio -0.5 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 14 ₹9,452 31 Dec 15 ₹9,509 31 Dec 16 ₹9,485 31 Dec 17 ₹10,889 31 Dec 18 ₹9,674 Returns for Invesco India Feeder- Invesco Pan European Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 5.9% 3 Month -9.2% 6 Month -8.1% 1 Year -8.8% 3 Year 6.6% 5 Year 10 Year 15 Year Since launch 0.9% Historical performance (Yearly) on absolute basis
Year Returns 2017 -11.2% 2016 14.8% 2015 -0.2% 2014 0.6% 2013 2012 2011 2010 2009 2008 Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Neelesh Dhamnasker 31 Jan 14 4.75 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 23.62% Energy 15.86% Industrials 12.89% Basic Materials 10.42% Communication Services 9.4% Technology 7.41% Health Care 6.6% Consumer Defensive 5.06% Consumer Cyclical 4.64% Real Estate 0.95% Asset Allocation
Asset Class Value Cash 2.84% Equity 96.85% Debt 0.29% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -98% ₹27 Cr 158,641
↓ -1,633 Triparty Repo
CBLO/Reverse Repo | -2% ₹0 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr 4. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
CAGR/Annualized return of 8.7% since its launch. Ranked 25 in Global category. Return for 2018 was -8.1% , 2017 was 6.3% and 2016 was 10% . Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (18 Jan 19) ₹23.3069 ↑ 0.48 (2.08 %) Net Assets (Cr) ₹7 on 30 Nov 18 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.78 Sharpe Ratio -0.19 Information Ratio -0.95 Alpha Ratio -2.57 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.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹10,675 31 Dec 15 ₹10,025 31 Dec 16 ₹11,025 31 Dec 17 ₹11,717 31 Dec 18 ₹10,771 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 5.7% 3 Month -9% 6 Month 0.9% 1 Year -2.1% 3 Year 8% 5 Year 3.4% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2017 -8.1% 2016 6.3% 2015 10% 2014 -6.1% 2013 6.8% 2012 12.8% 2011 15.5% 2010 -13.5% 2009 16.3% 2008 49.7% Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Milind Bafna 26 Aug 15 3.19 Yr. Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Nov 18
Equity Sector Allocation
Sector Value Consumer Defensive 48.41% Basic Materials 30.05% Industrials 12.4% Asset Allocation
Asset Class Value Cash 9.15% Equity 90.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Limited
CBLO | -10% ₹1 Cr Nutrien Ltd (Basic Materials)
Equity, Since 31 Jan 18 | NTR9% ₹1 Cr 1,643 Archer-Daniels Midland Co (Consumer Defensive)
Equity, Since 31 Jul 13 | ADM8% ₹1 Cr 1,740 Bunge Ltd (Consumer Defensive)
Equity, Since 31 Oct 12 | BG8% ₹1 Cr 1,320 Associated British Foods PLC (Consumer Defensive)
Equity, Since 31 Jul 13 | ABF8% ₹1 Cr 2,400 CF Industries Holdings Inc (Basic Materials)
Equity, Since 31 Aug 12 | CF7% ₹0 Cr 1,600 Tyson Foods Inc Class A (Consumer Defensive)
Equity, Since 31 Jul 13 | TSN7% ₹0 Cr 1,190 Deere & Co (Industrials)
Equity, Since 28 Feb 09 | DE6% ₹0 Cr 400 Kubota Corp (Industrials)
Equity, Since 31 Aug 13 | 63266% ₹0 Cr 3,500 Marine Harvest ASA (Consumer Defensive)
Equity, Since 31 Aug 13 | MHG5% ₹0 Cr 1,900 5. Invesco India Feeder- Invesco Global Equity Income Fund
CAGR/Annualized return of 4.4% since its launch. Ranked 12 in Global category. Return for 2018 was -7.5% , 2017 was 13.2% and 2016 was 2.6% . Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (18 Jan 19) ₹12.2632 ↑ 0.17 (1.41 %) Net Assets (Cr) ₹6 on 30 Nov 18 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.72 Sharpe Ratio -0.24 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 14 ₹10,064 31 Dec 15 ₹10,471 31 Dec 16 ₹10,747 31 Dec 17 ₹12,162 31 Dec 18 ₹11,252 Returns for Invesco India Feeder- Invesco Global Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 5.5% 3 Month -7.3% 6 Month -4.9% 1 Year -4.5% 3 Year 7.6% 5 Year 10 Year 15 Year Since launch 4.4% Historical performance (Yearly) on absolute basis
Year Returns 2017 -7.5% 2016 13.2% 2015 2.6% 2014 4% 2013 2012 2011 2010 2009 2008 Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Neelesh Dhamnasker 5 May 14 4.49 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 24.58% Energy 15.24% Health Care 12.66% Consumer Cyclical 11.04% Industrials 10.67% Technology 6.78% Consumer Defensive 6.7% Communication Services 5.74% Basic Materials 3.06% Asset Allocation
Asset Class Value Cash 3.53% Equity 96.46% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -96% ₹6 Cr 11,279
↑ 320 Triparty Repo
CBLO/Reverse Repo | -3% ₹0 Cr Net Receivables / (Payables)
Net Current Assets | -1% ₹0 Cr
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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:
1. Scheme Asset Size
Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small 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.