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Best Performing Mutual Funds in India for 2021 - 2022

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Best Performing Mutual Funds 2021 - 2022

Updated on June 16, 2021 , 111303 views

Mutual Funds in India have grown over the years. As a result, the best performing mutual funds in the market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc. The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing Mutual Funds in India along with guidelines to choose the best fund in this article.

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Why to Invest in Mutual Funds?

Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors in growing their money. It helps in fulfilling short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.

One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.

Let's look at some more reasons on why you should invest in Mutual Funds:

1. Liquidity

In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).

2. Diversification

The mutual fund holds various financial instruments such as stocks, fixed Income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.

3. Well-Regulated

The mutual fund industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.

4. Expert Management

Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.

Best Performing Mutual Funds

Best Equity Mutual Funds 2021 - 2022

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 (%)2020 (%)
Canara Robeco Bluechip Equity Fund Growth ₹37.66
↓ -0.02
₹2,4778.614.953.217.51723.1
Axis Bluechip Fund Growth ₹41.7
₹25,1838.41148.615.516.619.7
Kotak Bluechip Fund Growth ₹337.854
↓ -0.41
₹2,4119.117.358.614.81416.4
BNP Paribas Large Cap Fund Growth ₹125.44
↓ -0.21
₹1,0307.112.546.814.313.316.8
LIC MF Large Cap Fund Growth ₹36.3809
↓ -0.02
₹5068.611.348.212.912.813.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
PGIM India Midcap Opportunities Fund Growth ₹35.87
↓ -0.30
₹1,32517.335.4102.52219.448.4
Axis Mid Cap Fund Growth ₹59.92
↓ -0.27
₹10,89911.422.261.92019.426
Edelweiss Mid Cap Fund Growth ₹43.828
↓ -0.34
₹1,24613.829.984.816.117.826.4
Kotak Emerging Equity Scheme Growth ₹63.206
↓ -0.51
₹11,43012.728.982.617.117.521.9
Invesco India Mid Cap Fund Growth ₹74.92
↓ -0.59
₹1,4259.921.761.316.216.924.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
SBI Small Cap Fund Growth ₹89.5526
↓ -0.16
₹7,91914.127.788.918.62233.6
Nippon India Small Cap Fund Growth ₹69.6766
↓ -0.61
₹13,08520.241.6108.617.321.329.2
Kotak Small Cap Fund Growth ₹137.787
↓ -0.03
₹3,71217.542.9120.721.519.834.2
HDFC Small Cap Fund Growth ₹63.837
↓ -0.20
₹10,37522.842105.41218.520.2
L&T Emerging Businesses Fund Growth ₹36.102
↓ -0.25
₹6,05821.439.2102.310.618.415.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
PGIM India Diversified Equity Fund Growth ₹23
↓ -0.18
₹92915.524.877.320.518.435.9
Parag Parikh Long Term Equity Fund Growth ₹42.1668
↑ 0.05
₹9,17910.621.560.520.219.532.3
Mahindra Badhat Yojana Growth ₹17.6174
↓ -0.14
₹47215.630.671.518.4 16.6
UTI Equity Fund Growth ₹228.976
↓ -0.02
₹17,0969.517.970.718.117.531.5
DSP BlackRock Equity Fund Growth ₹60.449
↓ -0.02
₹5,0481220.861.817.217.518.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Canara Robeco Equity Tax Saver Growth ₹102.8
↓ -0.18
₹2,04410.120.767.719.51827.4
Mirae Asset Tax Saver Fund Growth ₹27.782
↓ -0.05
₹7,25110.822.271.319.221.221.5
DSP BlackRock Tax Saver Fund Growth ₹72.488
↓ -0.27
₹8,17613.323.665.716.816.715
BOI AXA Tax Advantage Fund Growth ₹87.52
↓ -0.62
₹43613.322.371.916.418.931.2
Kotak Tax Saver Fund Growth ₹63.982
↓ -0.09
₹1,8661120.460.816.11614.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹125.43
↓ -0.29
₹2,04217.233.4131.131.224.770.6
Aditya Birla Sun Life Digital India Fund Growth ₹111.32
↓ -0.46
₹1,23816.734.1113.430.424.459
TATA Digital India Fund Growth ₹29.5571
↓ -0.10
₹1,28416.535.2111.327.923.554.8
Nippon India Pharma Fund Growth ₹293.149
↓ -1.94
₹4,81223.217.454.426.417.766.4
SBI Technology Opportunities Fund Growth ₹122.677
↓ -0.04
₹6651630.489.126.221.647.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
UTI Value Opportunities Fund Growth ₹89.5783
↓ -0.16
₹5,5269.418.560.714.214.219
Nippon India Value Fund Growth ₹106.334
↓ -0.71
₹3,53111.223.469.413.815.416.3
ICICI Prudential Value Discovery Fund Growth ₹212.73
↓ -1.57
₹17,82511.722.961.213.612.822.9
JM Value Fund Growth ₹45.0379
↓ -0.22
₹1358.619.664.41315.813.4
L&T India Value Fund Growth ₹49.863
↓ -0.35
₹6,75911.622.365.711.514.514.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
IIFL Focused Equity Fund Growth ₹25.9118
↓ -0.14
₹1,6759.516.86320.418.723.8
Principal Focused Multicap Fund Growth ₹97.96
↓ -0.16
₹5391120.7601716.319.7
SBI Focused Equity Fund Growth ₹208.043
↓ 0.00
₹14,76712.219.254.515.516.814.5
Franklin India Focused Equity Fund Growth ₹58.1496
↓ -0.28
₹7,36011.425.565.31514.610.9
Axis Focused 25 Fund Growth ₹40.99
↓ -0.10
₹15,5219.111.855.41417.821
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Best Debt Funds 2021 - 2022

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 (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹426.653
↑ 0.04
₹18,1881.21.95.17.274.11%5M 23D6M 14D
ICICI Prudential Ultra Short Term Fund Growth ₹21.7683
↑ 0.00
₹9,5391.22.15.37.16.54.73%4M 17D5M 12D
SBI Magnum Ultra Short Duration Fund Growth ₹4,710.61
↑ 0.52
₹12,3420.91.63.96.65.93.56%4M 6D4M 28D
Kotak Savings Fund Growth ₹33.9607
↑ 0.00
₹12,4210.91.63.96.45.83.73%4M 17D4M 20D
UTI Ultra Short Term Fund Growth ₹3,282.07
↑ 0.58
₹2,3280.91.744.75.30%4M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Short Term Debt Fund Growth ₹24.9268
↑ 0.01
₹17,4432.21.97.18.9115.32%2Y 3M 29D3Y 3M 6D
ICICI Prudential Short Term Fund Growth ₹46.491
↑ 0.00
₹22,1932278.710.65.41%2Y 5M 16D3Y 9M 4D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹37.0788
↑ 0.01
₹7,0932.21.98.48.711.15.07%1Y 9M 25D2Y 2M 23D
Axis Short Term Fund Growth ₹24.1895
↑ 0.01
₹11,5961.91.768.510.10%
IDFC Bond Fund Short Term Plan Growth ₹45.166
↑ 0.01
₹13,7921.81.55.38.49.74.61%1Y 9M 22D2Y 1M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Tata Liquid Fund Growth ₹3,246.41
↑ 0.33
₹15,8080.30.81.53.24.33.38%1M 22D1M 22D
Aditya Birla Sun Life Liquid Fund Growth ₹331.53
↑ 0.03
₹30,9380.30.81.63.24.33.45%1M 2D1M 2D
LIC MF Liquid Fund Growth ₹3,727.91
↑ 0.37
₹7,2440.30.81.63.24.33.37%27D28D
Axis Liquid Fund Growth ₹2,288.09
↑ 0.24
₹25,0400.30.81.63.24.30%
ICICI Prudential Liquid Fund Growth ₹305.055
↑ 0.03
₹40,7140.30.81.53.24.33.4%1M 5D1M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Banking & PSU Debt Fund Growth ₹19.4554
↑ 0.01
₹18,4121.81.75.89.610.94.58%1Y 8M 1D1Y 10M 13D
Nippon India Banking & PSU Debt Fund Growth ₹16.334
↑ 0.00
₹6,9182.31.769.210.95.02%2Y 4M 10D3Y 3M 4D
Kotak Banking and PSU Debt fund Growth ₹51.1119
↑ 0.05
₹9,6752.61.66.49.210.55.74%2Y 9M 7D4Y 7M 24D
HDFC Banking and PSU Debt Fund Growth ₹18.1075
↑ 0.02
₹9,8442.21.76.9910.65.6%2Y 9M 11D4Y 1M 17D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹287.423
↑ 0.09
₹14,5392.41.66.4910.95.07%2Y 4M 10D3Y 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Credit Risk Debt Fund Growth ₹18.6563
↑ 0.00
₹7,3683.1411.89.110.97.57%2Y 5M 3Y 1M 11D
ICICI Prudential Regular Savings Fund Growth ₹24.1002
↓ -0.01
₹7,2282.73.39.78.89.87.37%1Y 9M 14D2Y 6M 7D
SBI Credit Risk Fund Growth ₹34.839
↑ 0.01
₹3,4972.32.58.37.69.86.78%1Y 10M 10D2Y 3M 7D
Kotak Credit Risk Fund Growth ₹23.7738
↑ 0.01
₹1,7972.638.47.46.66.39%1Y 10M 2D2Y 9M 4D
IDFC Credit Risk Fund Growth ₹13.2051
↑ 0.00
₹8212.326.67.27.46.73%2Y 11M 5D3Y 11M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
L&T Triple Ace Bond Fund Growth ₹57.7749
↑ 0.03
₹7,5323.11.35.610.312.46.62%5Y 3M 29D7Y 3M 11D
Sundaram Corporate Bond Fund Growth ₹31.6864
↑ 0.00
₹1,03421.96.29.6114.73%1Y 9M 11D1Y 11M 26D
HDFC Corporate Bond Fund Growth ₹25.3064
↑ 0.01
₹26,6702.51.76.99.411.85.42%2Y 10M 4Y 6M 1D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹87.2372
↑ 0.02
₹23,9712.32.17.19.411.95.15%2Y 2M 19D2Y 9M
Invesco India Corporate Bond Fund Growth ₹2,512.06
↑ 0.77
₹3,17421.668.910.14.82%1Y 11M 23D2Y 3M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Government Securities Fund - Investment Plan Growth ₹27.9449
↑ 0.03
₹1,6212.70.44.211.413.75.97%4Y 4M 17D5Y 4M 6D
DSP BlackRock Government Securities Fund Growth ₹74.5494
↑ 0.06
₹4722.51.24.610.913.16.11%5Y 11M 19D8Y 2M 26D
Axis Gilt Fund Growth ₹19.9915
↑ 0.01
₹1591.51510.613.10%
SBI Magnum Gilt Fund Growth ₹50.9376
↑ 0.04
₹4,2021.91.34.210.311.74.56%2Y 9M 4D3Y 9M 7D
Aditya Birla Sun Life Government Securities Fund Growth ₹64.3445
↓ -0.02
₹7303.31.54.510.312.16.11%4Y 7D5Y 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Best Hybrid Funds 2021 - 2022

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 (%)2020 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹17.1201
↓ -0.11
₹5598.916.642.716.1 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹224.47
↓ -0.17
₹4,9827.713.241.514.814.619.7
Kotak Equity Hybrid Fund Growth ₹36.225
↓ -0.10
₹1,5308.518.656.614.613.415.4
DSP BlackRock Equity and Bond Fund Growth ₹217.771
↓ -0.07
₹6,4459.11545.114.514.117
Mirae Asset Hybrid Equity Fund Growth ₹20.163
↓ -0.02
₹4,8038.214.343.81414.313.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹17.1201
↓ -0.11
₹5598.916.642.716.1 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹224.47
↓ -0.17
₹4,9827.713.241.514.814.619.7
Kotak Equity Hybrid Fund Growth ₹36.225
↓ -0.10
₹1,5308.518.656.614.613.415.4
DSP BlackRock Equity and Bond Fund Growth ₹217.771
↓ -0.07
₹6,4459.11545.114.514.117
Mirae Asset Hybrid Equity Fund Growth ₹20.163
↓ -0.02
₹4,8038.214.343.81414.313.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹17.1201
↓ -0.11
₹5598.916.642.716.1 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹224.47
↓ -0.17
₹4,9827.713.241.514.814.619.7
Kotak Equity Hybrid Fund Growth ₹36.225
↓ -0.10
₹1,5308.518.656.614.613.415.4
DSP BlackRock Equity and Bond Fund Growth ₹217.771
↓ -0.07
₹6,4459.11545.114.514.117
Mirae Asset Hybrid Equity Fund Growth ₹20.163
↓ -0.02
₹4,8038.214.343.81414.313.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Arbitrage Fund  Growth ₹12.798
↑ 0.01
₹7001.32.13.65.3 4.6
L&T Arbitrage Opportunities Fund Growth ₹15.135
↑ 0.00
₹3,9241.32.23.95.35.64.8
Edelweiss Arbitrage Fund Growth ₹15.2826
↑ 0.01
₹5,1701.32.13.55.35.64.5
UTI Arbitrage Fund Growth ₹27.686
↑ 0.01
₹4,1031.42.23.75.35.64.4
Kotak Equity Arbitrage Fund Growth ₹29.3723
↑ 0.02
₹18,9521.32.23.75.35.64.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Edelweiss Balanced Advantage Fund Growth ₹33.14
↓ -0.07
₹3,5646.110.835.613.112.422.6
HDFC Balanced Advantage Fund Growth ₹255.419
↓ -2.63
₹39,1467.817.752.311.712.77.6
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹69.26
↓ -0.16
₹3,3276.48.734.411.511.615.4
ICICI Prudential Balanced Advantage Fund Growth ₹46.09
↓ -0.06
₹30,9004.59.132.511.111.311.7
DSP BlackRock Dynamic Asset Allocation Fund Growth ₹19.2
↓ 0.00
₹3,3764.35.92210.39.612.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Triple Advantage Fund Growth ₹27.5156
↓ -0.03
₹9668.19.639.913.711.518
ICICI Prudential Multi-Asset Fund Growth ₹360.046
↓ -2.64
₹11,1088.617.74512.4149.9
HDFC Multi-Asset Fund Growth ₹43.709
↓ -0.10
₹7627.49.738.711.910.520.9
SBI Multi Asset Allocation Fund Growth ₹35.1865
↓ -0.21
₹3467.67.421.910.79.414.2
UTI Multi Asset Fund Growth ₹41.6199
↓ -0.04
₹6874.56.7277.38.213.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
SBI Equity Savings Fund Growth ₹16.4313
↑ 0.00
₹1,3554.98.528.19.48.811.9
Edelweiss Equity Savings Fund Growth ₹17.3701
↓ -0.02
₹1124719.29.39.313
HDFC Equity Savings Fund Growth ₹45.335
↓ -0.07
₹2,3056.311.728.99.110.58.8
Axis Equity Saver Fund Growth ₹15.72
₹7293.85.724.28.89.111.6
Kotak Equity Savings Fund Growth ₹17.2273
↓ -0.02
₹1,3833.15.318.68.48.910.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹25.648
↓ -0.08
₹1,43416.727.872.215.416.818.3
Tata Retirement Savings Fund - Progressive Growth ₹39.7624
↓ -0.09
₹1,0079.313.345.210.915.314.4
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹23.187
↓ -0.04
₹5899.416.450.513.51517.4
Tata Retirement Savings Fund-Moderate Growth ₹39.8976
↓ -0.07
₹1,3718.211.439.110.313.715.1
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹18.0733
↓ 0.00
₹5816.910.439.712.311.715.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Top 5 Gold Funds 2021 - 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Kotak Gold Fund Growth ₹19.4577
↓ -0.16
₹8974.8-5.4-1.514.98.726.6
Axis Gold Fund Growth ₹14.5412
↓ -0.13
₹2334.5-5.9-1.314.27.326.9
Invesco India Gold Fund Growth ₹14.2388
↓ -0.02
₹494.7-5.8-4.614.28.727.2
SBI Gold Fund Growth ₹14.5703
↓ -0.10
₹1,0924.7-6.3-1.914.18.327.4
HDFC Gold Fund Growth ₹14.9822
↓ -0.10
₹1,1504.6-6.2-2.2148.327.5
Nippon India Gold Savings Fund Growth ₹19.2003
↓ -0.18
₹1,3464.5-6.5-2.413.88.326.6
Aditya Birla Sun Life Gold Fund Growth ₹14.5693
↓ -0.09
₹2294.7-5.6-1.913.88.426
ICICI Prudential Regular Gold Savings Fund Growth ₹15.4535
↓ -0.14
₹5074.5-6.5-2.413.78.326.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21

Best Mutual Funds Based on 1 Month Performance

1. PGIM India Euro Equity Fund

(Erstwhile DHFL Pramerica Top Euroland Offshore Fund)

The primary investment objective of the scheme is to generate long-term capital growth from a diversified portfolio of units of overseas mutual funds.

PGIM India Euro Equity Fund is a Others - Fund of Fund fund was launched on 11 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 4.9% since its launch.  Ranked 24 in Fund of Fund category.  Return for 2020 was 20.5% , 2019 was 21.4% and 2018 was -10.3% .

Below is the key information for PGIM India Euro Equity Fund

PGIM India Euro Equity Fund
Growth
Launch Date 11 Sep 07
NAV (17 Jun 21) ₹19.22 ↓ -0.11   (-0.57 %)
Net Assets (Cr) ₹226 on 30 Apr 21
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.21
Sharpe Ratio 2.12
Information Ratio -0.02
Alpha Ratio 29.43
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
31 May 16₹10,000
31 May 17₹10,816
31 May 18₹11,674
31 May 19₹10,680
31 May 20₹11,623
31 May 21₹15,777

PGIM India Euro Equity Fund SIP Returns

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

Returns for PGIM India Euro Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jun 21

DurationReturns
1 Month 11.5%
3 Month 8.8%
6 Month 12%
1 Year 32.2%
3 Year 10.7%
5 Year 11.7%
10 Year
15 Year
Since launch 4.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 20.5%
2019 21.4%
2018 -10.3%
2017 14.6%
2016 -6.7%
2015 5.7%
2014 -9.5%
2013 33.2%
2012 17.3%
2011 -2.2%
Fund Manager information for PGIM India Euro Equity Fund
NameSinceTenure
A. Anandha Padmanabhan24 Oct 200.6 Yr.

Data below for PGIM India Euro Equity Fund as on 30 Apr 21

Asset Allocation
Asset ClassValue
Cash2.28%
Equity97.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Emerging Mkts Eq USD W Acc
Investment Fund | -
99%₹224 Cr216,196
↑ 11,867
Treps / Reverse Repo
CBLO/Reverse Repo | -
1%₹2 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

2. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 20% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (17 Jun 21) ₹55.142 ↑ 1.55   (2.89 %)
Net Assets (Cr) ₹3,205 on 30 Apr 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 2.19
Information Ratio -0.36
Alpha Ratio 0.36
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.

DateValue
31 May 16₹10,000
31 May 17₹11,268
31 May 18₹14,141
31 May 19₹15,108
31 May 20₹20,105
31 May 21₹25,618

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jun 21

DurationReturns
1 Month 11.4%
3 Month 11.7%
6 Month 10%
1 Year 31.8%
3 Year 23.3%
5 Year 23.2%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.68 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology27.22%
Health Care16.43%
Financial Services15.64%
Consumer Cyclical13.33%
Communication Services8.57%
Industrials4.71%
Real Estate4.4%
Consumer Defensive3.25%
Basic Materials1.35%
Utility0.44%
Asset Allocation
Asset ClassValue
Cash0.38%
Equity95.99%
Other3.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹3,203 Cr5,600,357
↑ 87,623
Call, Cash & Other Assets
Net Current Assets | -
0%₹2 Cr

3. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 37 in Sectoral category.  Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (18 Jun 21) ₹125.43 ↓ -0.29   (-0.23 %)
Net Assets (Cr) ₹2,042 on 30 Apr 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 3.36
Information Ratio -0.13
Alpha Ratio 23.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 16₹10,000
31 May 17₹9,630
31 May 18₹13,004
31 May 19₹14,042
31 May 20₹12,384
31 May 21₹28,194

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jun 21

DurationReturns
1 Month 11.4%
3 Month 17.2%
6 Month 33.4%
1 Year 131.1%
3 Year 31.2%
5 Year 24.7%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.8 Yr.
Priyanka Khandelwal8 Jul 200.81 Yr.
Vaibhav Dusad2 May 201 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology75.18%
Communication Services11.64%
Industrials7.92%
Consumer Cyclical0.83%
Consumer Defensive0.71%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹457 Cr3,375,737
↑ 500,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹162 Cr1,805,744
↑ 490,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹152 Cr499,185
↑ 76,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
6%₹121 Cr1,257,674
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
5%₹101 Cr493,071
↑ 78,418
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
4%₹71 Cr969,901
↑ 76,843
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹68 Cr1,371,450
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹59 Cr206,593
↑ 38,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
2%₹48 Cr894,821
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
2%₹46 Cr255,609
↓ -6,000

4. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (18 Jun 21) ₹111.32 ↓ -0.46   (-0.41 %)
Net Assets (Cr) ₹1,238 on 30 Apr 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 3.98
Information Ratio 0.51
Alpha Ratio 25.88
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
31 May 16₹10,000
31 May 17₹9,589
31 May 18₹13,515
31 May 19₹14,253
31 May 20₹13,378
31 May 21₹28,417

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jun 21

DurationReturns
1 Month 11%
3 Month 16.7%
6 Month 34.1%
1 Year 113.4%
3 Year 30.4%
5 Year 24.4%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 147.3 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology72.31%
Communication Services15.04%
Industrials9.58%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
21%₹264 Cr1,950,259
↑ 156,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
9%₹112 Cr369,487
↑ 12,500
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹106 Cr1,104,943
↑ 115,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH
6%₹74 Cr818,931
↓ -25,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹65 Cr882,609
↑ 113,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
5%₹57 Cr1,066,937
↑ 18,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹56 Cr633,953
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹39 Cr191,326
↑ 10,000
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹39 Cr789,307
↑ 475,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
3%₹35 Cr8,159

5. TATA Digital India Fund

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 Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 21.9% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (18 Jun 21) ₹29.5571 ↓ -0.10   (-0.34 %)
Net Assets (Cr) ₹1,284 on 30 Apr 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 2.9
Information Ratio -0.74
Alpha Ratio 9.76
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.

DateValue
31 May 16₹10,000
31 May 17₹8,865
31 May 18₹13,369
31 May 19₹14,475
31 May 20₹12,832
31 May 21₹26,698

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jun 21

DurationReturns
1 Month 10.8%
3 Month 16.5%
6 Month 35.2%
1 Year 111.3%
3 Year 27.9%
5 Year 23.5%
10 Year
15 Year
Since launch 21.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 201.03 Yr.
Meeta Shetty20 Apr 201.03 Yr.
Venkat Samala26 Nov 200.43 Yr.

Data below for TATA Digital India Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology81.13%
Communication Services8.79%
Industrials5.43%
Consumer Cyclical1%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
21%₹275 Cr2,030,000
↑ 45,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
14%₹174 Cr572,126
↑ 151,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
8%₹108 Cr1,199,000
↑ 100,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
6%₹80 Cr835,000
↑ 125,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
6%₹77 Cr375,363
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
5%₹67 Cr1,350,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
4%₹53 Cr107,330
↑ 26,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
3%₹38 Cr181,000
↓ -32,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
3%₹38 Cr517,000
↑ 72,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
3%₹37 Cr1,505,000

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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments

A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:

1. Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small or too large, can hinder a fund’s performance. Less Asset Under Management ( AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately the same as the category.

2. Fund Performance

To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period to check if the fund is able to beat the benchmark.

3. Total Expense Ratio

Investors who want to make investments in mutual funds have to bear certain charges like management fees, operation costs, etc., charged by the Asset Management Company (AMC). Many times, investors go for a fund that has a lower expense ratio, but it is something that should not supersede other important factors such as fund performance, etc.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.

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