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Best Performing Mutual Funds in India for 2024 - 2025

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Best Performing Mutual Funds 2024 - 2025

Updated on March 15, 2024 , 182741 views

Mutual Funds in India have grown over the years. As a result, the best performing 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.

Best Performing Mutual Funds

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.

Why to Invest in Mutual Funds?

Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors grow their money. It fulfills 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.

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Best Equity Mutual Funds 2024 - 2025

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 (%)2023 (%)
Nippon India Large Cap Fund Growth ₹75.911
↓ -0.33
₹21,4545.113.243.322.116.932.1
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
ICICI Prudential Bluechip Fund Growth ₹93.79
↓ -0.67
₹49,83871641.719.517.527.4
HDFC Top 100 Fund Growth ₹1,009.6
↓ -7.76
₹30,9804.514.239.619.315.630
BNP Paribas Large Cap Fund Growth ₹192.605
↓ -1.29
₹1,7438.516.440.21717.524.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹75.8432
↑ 0.04
₹7,9726.217.852.831.425.141.7
PGIM India Midcap Opportunities Fund Growth ₹52.38
↑ 0.26
₹9,962-0.15.526.118.423.920.8
Edelweiss Mid Cap Fund Growth ₹74.241
↑ 0.06
₹4,9152.816.247.623.123.138.4
SBI Magnum Mid Cap Fund Growth ₹193.565
↑ 0.19
₹15,957-0.26.735.521.421.534.5
BNP Paribas Mid Cap Fund Growth ₹82.1836
↓ -0.25
₹1,746413.143.920.221.332.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹135.944
↑ 0.19
₹45,894-0.29.65031.427.748.9
ICICI Prudential Smallcap Fund Growth ₹73.21
↑ 0.31
₹7,45506.839.325.524.537.9
Kotak Small Cap Fund Growth ₹210.219
↑ 0.57
₹14,426-2.84.932.920.724.334.8
SBI Small Cap Fund Growth ₹143.815
↑ 0.04
₹24,8620.45.632.121.222.925.3
DSP BlackRock Small Cap Fund  Growth ₹152.714
↓ -0.32
₹13,859-3.44.539.423.922.641.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Multi Cap Fund Growth ₹237.894
↓ -0.75
₹25,7234.711.648.626.719.438.1
JM Multicap Fund Growth ₹82.7177
↓ -0.59
₹1,4387.419.954.724.521.840
HDFC Equity Fund Growth ₹1,580.66
↓ -7.79
₹47,6425.915.643.3241930.6
Mahindra Badhat Yojana Growth ₹29.3097
↓ -0.08
₹2,9364.814.247.32322.534.2
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹38210.213.213.522.712
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Magnum Tax Gain Fund Growth ₹361.809
↓ -2.51
₹20,0851121.556.925.120.540
HDFC Tax Saver Fund Growth ₹1,144.85
↓ -7.59
₹13,4415.917.245.824.417.233.2
BOI AXA Tax Advantage Fund Growth ₹144.89
↓ -0.34
₹1,0906.319.651.722.224.134.8
IDFC Tax Advantage (ELSS) Fund Growth ₹134.825
↓ -0.88
₹5,9764.610.73920.919.328.3
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04
₹4859.715.116.920.810
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Infrastructure Fund Growth ₹158.66
↓ -0.76
₹4,57410.725.657.436.425.644.6
SBI PSU Fund Growth ₹27.0244
↓ -0.33
₹1,43214.534.380.634.921.754
HDFC Infrastructure Fund Growth ₹39.979
↑ 0.01
₹1,4767.625.67434.218.655.4
Invesco India PSU Equity Fund Growth ₹52.74
↓ -0.82
₹77513.635.478.233.325.154.5
Nippon India Power and Infra Fund Growth ₹293.585
↓ -0.45
₹3,8859.725.768.633.224.558
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Value Discovery Fund Growth ₹391.04
↑ 3.19
₹39,3769.517.943.825.822.331.4
IDFC Sterling Value Fund Growth ₹128.788
↓ -1.00
₹8,1616.113.542.525.320.232.6
JM Value Fund Growth ₹83.3207
↓ -0.80
₹4994.917.554.72521.547.7
L&T India Value Fund Growth ₹88.6305
↓ -0.29
₹11,2393.817.148.824.420.239.4
Templeton India Value Fund Growth ₹625.522
↑ 5.76
₹1,7287.215.543.22419.833.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Mar 24

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Focused 30 Fund Growth ₹181.667
↓ -0.80
₹9,3175.515.240.92618.729.6
ICICI Prudential Focused Equity Fund Growth ₹71.71
↓ -0.39
₹6,8238.116.245.221.319.128.3
Franklin India Focused Equity Fund Growth ₹91.4101
↓ -0.23
₹10,6435.211.437.419.217.823.5
IIFL Focused Equity Fund Growth ₹39.9764
↓ -0.28
₹6,26629.735.117.921.229.8
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Best Debt Funds 2024 - 2025

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

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹496.513
↑ 0.13
₹12,8521.83.57.45.67.27.98%5M 19D6M 4D
SBI Magnum Ultra Short Duration Fund Growth ₹5,440.6
↑ 1.06
₹10,8611.83.57.25.377.75%4M 28D5M 12D
ICICI Prudential Ultra Short Term Fund Growth ₹25.2121
↑ 0.00
₹13,8541.93.57.25.46.97.91%4M 6D4M 20D
Kotak Savings Fund Growth ₹39.1231
↑ 0.01
₹12,4141.83.375.26.87.83%5M 1D7M 6D
UTI Ultra Short Term Fund Growth ₹3,871.68
↑ 0.67
₹1,8151.83.4766.77.89%4M 12D4M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Short Term Income Plan - Retail Plan Growth ₹5,149.41
₹13004.79.36.90%6M 2D
IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00
₹261.43.26.27.2 6.43%3M3M 14D
UTI Short Term Income Fund Growth ₹28.6881
↑ 0.01
₹2,3792.13.87.77.26.97.83%2Y 6M 7D5Y
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹2580.61.34.66.5 5.16%1Y 11M 26D2Y 3M
ICICI Prudential Short Term Fund Growth ₹54.2383
↑ 0.00
₹18,6911.93.67.867.47.93%1Y 11M 19D3Y 11M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,655.72
↑ 0.53
₹25,5380.61.83.67.37.17.45%1M 6D1M 6D
Aditya Birla Sun Life Liquid Fund Growth ₹384.477
↑ 0.08
₹38,6380.61.83.67.27.17.55%1M 28D1M 28D
UTI Liquid Cash Plan Growth ₹3,914.77
↑ 0.78
₹22,2720.61.83.67.277.42%1M 26D1M 26D
Mirae Asset Cash Management Fund Growth ₹2,502.59
↑ 0.50
₹11,1060.61.83.67.277.33%1M 6D1M 6D
Baroda Pioneer Liquid Fund Growth ₹2,746.23
↑ 0.55
₹8,8590.61.83.57.277.49%1M 5D1M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 24

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹29.5611
↑ 0.00
₹8,27723.57.867.37.83%2Y 1M 10D4Y 2M 16D
Kotak Banking and PSU Debt fund Growth ₹59.0075
↑ 0.03
₹6,0132.23.77.65.86.87.92%3Y 7M 17D10Y 11D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹330.707
↑ 0.03
₹9,6111.93.57.55.66.97.64%2Y 8M 23D5Y 4D
Nippon India Banking & PSU Debt Fund Growth ₹18.732
↑ 0.00
₹5,3192.13.67.65.56.87.69%3Y 4M 6D4Y 8M 5D
HDFC Banking and PSU Debt Fund Growth ₹20.768
↑ 0.01
₹6,11723.57.65.56.87.7%2Y 10M 17D4Y 22D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹11.3641
↑ 0.00
₹1412.43.76.941.65.67.16%7M 6D8M 19D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹1042.957.511 0%
UTI Credit Risk Fund Growth ₹15.4267
↑ 0.00
₹4101.83.37.110.96.68.21%1Y 11M 5D2Y 7M 28D
Baroda Pioneer Credit Risk Fund Growth ₹19.9433
↑ 0.01
₹1651.93.77.610.27.48.64%1Y 7M 20D2Y 3M 25D
DSP BlackRock Credit Risk Fund Growth ₹39.5761
↑ 0.01
₹2051.911.616.39.415.68.41%1Y 8M 8D2Y 2M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹53.8237
↑ 0.01
₹2,6482.23.886.17.17.71%3Y 3M 29D4Y 4M 28D
ICICI Prudential Corporate Bond Fund Growth ₹26.8503
↑ 0.01
₹23,76223.586.17.67.97%1Y 8M 19D3Y 6M 11D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹101.378
↓ 0.00
₹20,8382.13.77.967.37.78%3Y 11D4Y 3M
HDFC Corporate Bond Fund Growth ₹29.2419
↑ 0.01
₹27,6262.23.68.15.87.27.86%2Y 10M 2D5Y 22D
Kotak Corporate Bond Fund Standard Growth ₹3,388.42
↑ 0.72
₹10,9912.13.67.65.66.97.91%2Y 8M 19D4Y 9M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹92.4331
↓ -0.10
₹4,6172.23.78.86.48.37.51%2Y 22D5Y 9M
Edelweiss Government Securities Fund Growth ₹22.3112
↓ -0.01
₹1353.45.28.66.16.27.35%9Y 3M 14D18Y 2M 4D
SBI Magnum Gilt Fund Growth ₹59.678
↓ -0.06
₹7,8212.54.49.16.17.67.33%7Y 3M 7D12Y 5M 12D
DSP BlackRock Government Securities Fund Growth ₹86.6828
↓ -0.07
₹7313.55.19.66.17.17.25%8Y 6M 29D21Y 29D
Aditya Birla Sun Life Government Securities Fund Growth ₹73.7943
↓ -0.04
₹1,4352.94.78.75.97.17.37%7Y 6M12Y 2M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Best Hybrid Funds 2024 - 2025

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 (%)2023 (%)
ICICI Prudential Equity and Debt Fund Growth ₹329.13
↓ -1.11
₹31,1967.415.839.223.82028.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹31.76
↑ 0.02
₹6362.713.441.7232033.7
ICICI Prudential Multi-Asset Fund Growth ₹624.496
↑ 4.06
₹32,8316.113.131.822.618.924.1
HDFC Balanced Advantage Fund Growth ₹444.03
↓ -2.61
₹77,011515.738.822.117.731.3
JM Equity Hybrid Fund Growth ₹103.177
↓ -0.99
₹1676.817.345.520.617.233.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Equity and Debt Fund Growth ₹329.13
↓ -1.11
₹31,1967.415.839.223.82028.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹31.76
↑ 0.02
₹6362.713.441.7232033.7
JM Equity Hybrid Fund Growth ₹103.177
↓ -0.99
₹1676.817.345.520.617.233.8
UTI Hybrid Equity Fund Growth ₹337.736
↓ -1.60
₹5,2923.71032.817.41525.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Equity and Debt Fund Growth ₹329.13
↓ -1.11
₹31,1967.415.839.223.82028.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹31.76
↑ 0.02
₹6362.713.441.7232033.7
ICICI Prudential Multi-Asset Fund Growth ₹624.496
↑ 4.06
₹32,8316.113.131.822.618.924.1
HDFC Balanced Advantage Fund Growth ₹444.03
↓ -2.61
₹77,011515.738.822.117.731.3
JM Equity Hybrid Fund Growth ₹103.177
↓ -0.99
₹1676.817.345.520.617.233.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Arbitrage Opportunities Fund Growth ₹30.8872
↑ 0.03
₹26,6302.13.77.85.75.27.4
Invesco India Arbitrage Fund Growth ₹29.1616
↑ 0.02
₹12,8492.13.87.75.75.47.4
Kotak Equity Arbitrage Fund Growth ₹34.1925
↑ 0.03
₹35,9982.23.97.95.75.47.4
Edelweiss Arbitrage Fund Growth ₹17.7172
↑ 0.01
₹8,1352.23.87.75.55.37.1
ICICI Prudential Equity Arbitrage Fund Growth ₹31.3335
↑ 0.02
₹16,3072.13.77.65.55.27.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹444.03
↓ -2.61
₹77,011515.738.822.117.731.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.0726
↓ -0.11
₹1153.91127.313.5918.4
ICICI Prudential Balanced Advantage Fund Growth ₹63.52
↓ -0.17
₹54,1423.89.222.412.512.616.5
Edelweiss Balanced Advantage Fund Growth ₹44.58
↓ -0.15
₹10,3493.69.124.5121418.8
Invesco India Dynamic Equity Fund Growth ₹46.52
↓ -0.26
₹6952.29.925.711.810.220.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹624.496
↑ 4.06
₹32,8316.113.131.822.618.924.1
Edelweiss Multi Asset Allocation Fund Growth ₹52.87
↓ -0.24
₹1,2664.312.133.617.716.125.4
UTI Multi Asset Fund Growth ₹63.021
↓ -0.32
₹1,1528.119.339.416.113.429.1
SBI Multi Asset Allocation Fund Growth ₹49.4957
↓ -0.03
₹3,6272.69.327.614.413.224.4
HDFC Multi-Asset Fund Growth ₹60.667
↓ -0.16
₹2,4064.19.423.613.713.818
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Mar 24

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Principal Equity Savings Fund Growth ₹61.0643
↑ 0.02
₹7161.95.82011.411.415.3
HDFC Equity Savings Fund Growth ₹59.334
↓ -0.03
₹3,7373.77.918.811.110.313.8
Kotak Equity Savings Fund Growth ₹23.074
↓ -0.05
₹4,3302.88.518.311.110.315.7
L&T Equity Savings Fund Growth ₹27.9186
↑ 0.02
₹2211.66.719.110.69.617
SBI Equity Savings Fund Growth ₹20.9555
↑ 0.00
₹3,8971.14.919.89.810.417.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹42.941
↓ -0.12
₹4,5744.411.53923.920.432.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹33.567
↓ -0.12
₹1,3143.18.529.215.815.224.9
ICICI Prudential Child Care Plan (Gift) Growth ₹270.2
↓ -0.19
₹1,1715.714.840.817.214.329.2
Tata Retirement Savings Fund - Progressive Growth ₹53.728
↑ 0.11
₹1,717-0.3835.212.913.429
Tata Retirement Savings Fund-Moderate Growth ₹53.1463
↑ 0.08
₹1,904-0.46.429.912.212.325.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Top 5 Gold Funds 2024 - 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI Gold Fund Growth ₹17.5269
↓ 0.00
₹46511.312.912.713.914.8
Axis Gold Fund Growth ₹19.6911
↓ 0.00
₹3775.310.813.712.414.514.7
Aditya Birla Sun Life Gold Fund Growth ₹19.5869
↓ 0.00
₹2965.210.81212.313.914.5
Invesco India Gold Fund Growth ₹19.1573
↓ -0.02
₹635.811.513.512.314.314.5
SBI Gold Fund Growth ₹19.6871
↑ 0.01
₹1,5325.311.113.712.214.214.1
ICICI Prudential Regular Gold Savings Fund Growth ₹20.828
↓ -0.02
₹7845.510.913.712.213.913.5
HDFC Gold Fund Growth ₹20.1795
↑ 0.03
₹1,6965.310.913.512.214.214.1
Nippon India Gold Savings Fund Growth ₹25.8575
↓ -0.05
₹1,6035.41113.512.214.114.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

Best Mutual Funds Based on 1 Month Performance

1. DSP BlackRock World Gold Fund

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

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 3.1% since its launch.  Ranked 11 in Global category.  Return for 2023 was 7% , 2022 was -7.7% and 2021 was -9% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (14 Mar 24) ₹16.6096 ↓ -0.11   (-0.64 %)
Net Assets (Cr) ₹768 on 31 Jan 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.31
Sharpe Ratio -0.48
Information Ratio -0.25
Alpha Ratio -3.83
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
28 Feb 19₹10,000
29 Feb 20₹11,697
28 Feb 21₹14,274
28 Feb 22₹15,477
28 Feb 23₹13,191
29 Feb 24₹12,530

DSP BlackRock World Gold Fund SIP Returns

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

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Mar 24

DurationReturns
1 Month 16.2%
3 Month -4.9%
6 Month 2.7%
1 Year 2.8%
3 Year -1.1%
5 Year 7.6%
10 Year
15 Year
Since launch 3.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7%
2022 -7.7%
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1311.01 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Basic Materials92.92%
Asset Allocation
Asset ClassValue
Cash3.66%
Equity92.97%
Debt0.01%
Other3.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
82%₹597 Cr2,147,242
↑ 40,339
VanEck Gold Miners ETF
- | GDX
15%₹108 Cr492,658
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
4%₹27 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹2 Cr

2. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

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 CAGR/Annualized return of 9% since its launch.  Ranked 25 in Global category. .

Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth
Launch Date 7 Nov 08
NAV (28 Jul 23) ₹35.7925 ↑ 0.13   (0.37 %)
Net Assets (Cr) ₹13 on 30 Jun 23
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.7
Sharpe Ratio -0.44
Information Ratio -0.1
Alpha Ratio -3.41
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,235
28 Feb 21₹12,661
28 Feb 22₹15,513
28 Feb 23₹15,855

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan 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 Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Mar 24

DurationReturns
1 Month 8.6%
3 Month 5.9%
6 Month -4.4%
1 Year -3%
3 Year 19.4%
5 Year 8.7%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
NameSinceTenure

Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23

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

3. Edelweiss Europe Dynamic Equity Off-shore Fund

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Europe Dynamic Fund, an equity fund which invests primarily in an aggressively managed portfolio of European companies.

Edelweiss Europe Dynamic Equity Off-shore Fund is a Equity - Global fund was launched on 7 Feb 14. It is a fund with High risk and has given a CAGR/Annualized return of 6.4% since its launch.  Ranked 22 in Global category.  Return for 2023 was 17.3% , 2022 was -6% and 2021 was 17% .

Below is the key information for Edelweiss Europe Dynamic Equity Off-shore Fund

Edelweiss Europe Dynamic Equity Off-shore Fund
Growth
Launch Date 7 Feb 14
NAV (14 Mar 24) ₹18.6441 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹78 on 31 Jan 24
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.38
Sharpe Ratio 0.2
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,844
28 Feb 21₹12,714
28 Feb 22₹13,167
28 Feb 23₹14,784
29 Feb 24₹16,446

Edelweiss Europe Dynamic Equity Off-shore Fund SIP Returns

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

Returns for Edelweiss Europe Dynamic Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Mar 24

DurationReturns
1 Month 8%
3 Month 8.8%
6 Month 14.8%
1 Year 18.9%
3 Year 10%
5 Year 11.8%
10 Year
15 Year
Since launch 6.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.3%
2022 -6%
2021 17%
2020 13.5%
2019 22.9%
2018 -12.2%
2017 12.5%
2016 -3.9%
2015 5.4%
2014
Fund Manager information for Edelweiss Europe Dynamic Equity Off-shore Fund
NameSinceTenure
Bhavesh Jain9 Apr 185.9 Yr.
Bharat Lahoti1 Oct 212.42 Yr.

Data below for Edelweiss Europe Dynamic Equity Off-shore Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials20.39%
Financial Services15.61%
Consumer Cyclical12.33%
Basic Materials9.03%
Energy8.92%
Health Care8.4%
Utility6.83%
Communication Services6.68%
Technology3.65%
Consumer Defensive3.15%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash2.37%
Equity95.61%
Debt0.02%
Other2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Europe Dynamic I (acc) EUR
Investment Fund | -
100%₹78 Cr196,772
↓ -2,504
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
1%₹1 Cr
Net Receivables/(Payables)
CBLO | -
0%₹0 Cr
Accrued Interest
CBLO | -
0%₹0 Cr

4. Invesco India Gold Fund

To provide returns that closely corresponds to returns provided by Invesco India Gold Exchange Traded Fund.

Invesco India Gold Fund is a Gold - Gold fund was launched on 5 Dec 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.4% since its launch.  Return for 2023 was 14.5% , 2022 was 12.8% and 2021 was -5.5% .

Below is the key information for Invesco India Gold Fund

Invesco India Gold Fund
Growth
Launch Date 5 Dec 11
NAV (15 Mar 24) ₹19.1573 ↓ -0.02   (-0.13 %)
Net Assets (Cr) ₹63 on 31 Jan 24
Category Gold - Gold
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 0.47
Sharpe Ratio 0.16
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹12,466
28 Feb 21₹13,436
28 Feb 22₹14,484
28 Feb 23₹15,752
29 Feb 24₹17,432

Invesco India Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Invesco India Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Mar 24

DurationReturns
1 Month 7.2%
3 Month 5.8%
6 Month 11.5%
1 Year 13.5%
3 Year 12.3%
5 Year 14.3%
10 Year
15 Year
Since launch 5.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.5%
2022 12.8%
2021 -5.5%
2020 27.2%
2019 21.4%
2018 6.6%
2017 1.3%
2016 21.6%
2015 -15.1%
2014 -9%
Fund Manager information for Invesco India Gold Fund
NameSinceTenure
Krishna Cheemalapati4 Jan 204.16 Yr.

Data below for Invesco India Gold Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash2.15%
Other97.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco India Gold ETF
- | -
100%₹62 Cr113,043
Triparty Repo
CBLO/Reverse Repo | -
1%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

5. IDBI Gold Fund

The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF).

IDBI Gold Fund is a Gold - Gold fund was launched on 14 Aug 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5% since its launch.  Return for 2023 was 14.8% , 2022 was 12% and 2021 was -4% .

Below is the key information for IDBI Gold Fund

IDBI Gold Fund
Growth
Launch Date 14 Aug 12
NAV (15 Mar 24) ₹17.5269 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹46 on 31 Jan 24
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.55
Sharpe Ratio 0.24
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹12,521
28 Feb 21₹13,536
28 Feb 22₹14,354
28 Feb 23₹15,728
29 Feb 24₹17,425

IDBI Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for IDBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Mar 24

DurationReturns
1 Month 6.9%
3 Month 5%
6 Month 11.3%
1 Year 12.9%
3 Year 12.7%
5 Year 13.9%
10 Year
15 Year
Since launch 5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.8%
2022 12%
2021 -4%
2020 24.2%
2019 21.6%
2018 5.8%
2017 1.4%
2016 8.3%
2015 -8.7%
2014 0.2%
Fund Manager information for IDBI Gold Fund
NameSinceTenure
Yash Dhoot31 Jul 230.59 Yr.

Data below for IDBI Gold Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash0.57%
Other99.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC MF Gold ETF
- | -
100%₹45 Cr79,936
↓ -816
Treps
CBLO/Reverse Repo | -
0%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹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 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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