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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 February 22, 2021 , 100883 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 (%)
Axis Bluechip Fund Growth ₹39.64
↑ 0.63
₹21,86811.127.220.416.918.619.7
Canara Robeco Bluechip Equity Fund Growth ₹35.75
↑ 0.55
₹1,50614.728.727.716.719.123.1
BNP Paribas Large Cap Fund Growth ₹121.38
↑ 2.23
₹1,0151427.723.113.315.716.8
Kotak Bluechip Fund Growth ₹316.63
↑ 5.03
₹2,03414.929.726.512.81616.4
SBI Bluechip Fund Growth ₹53.1479
↑ 0.85
₹24,85417.634.230.312.215.916.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Mid Cap Fund Growth ₹53.71
↑ 0.39
₹8,60813.227.42717.720.226
Kotak Emerging Equity Scheme Growth ₹56.294
↑ 0.45
₹9,1622136.731.112.619.821.9
DSP BlackRock Midcap Fund Growth ₹75.133
↑ 0.35
₹9,81510.622.62310.618.923.6
PGIM India Midcap Opportunities Fund Growth ₹30.75
↑ 0.22
₹71322.540.352.616.218.648.4
Invesco India Mid Cap Fund Growth ₹69.29
↑ 0.61
₹1,19517.829.226.913.518.624.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹77.4118
↑ 0.71
₹6,59417.431.435.79.521.533.6
Nippon India Small Cap Fund Growth ₹56.9509
↑ 0.64
₹10,63724.235.538.17.720.629.2
Kotak Small Cap Fund Growth ₹114.342
↑ 1.35
₹2,53926.646.444.513.42034.2
HDFC Small Cap Fund Growth ₹52.377
↑ 0.23
₹9,06924.935.933.54.718.320.2
L&T Emerging Businesses Fund Growth ₹29.153
↑ 0.22
₹5,34919.732.227217.715.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
UTI Equity Fund Growth ₹211.57
↑ 2.19
₹14,60615.236.133.118.119.131.5
Parag Parikh Long Term Equity Fund Growth ₹37.7947
↑ 0.28
₹6,82512.221.636.417.219.532.3
PGIM India Diversified Equity Fund Growth ₹20.38
↑ 0.27
₹5561632.142.715.418.835.9
Canara Robeco Equity Diversified Growth ₹185.63
↑ 2.86
₹3,12113.627.324.714.91922.2
DSP BlackRock Equity Fund Growth ₹55.238
↑ 0.71
₹4,54716.531.72213.618.818.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹96.53
↑ 1.45
₹1,53419.934.932.817.719.927.4
Mirae Asset Tax Saver Fund Growth ₹25.619
↑ 0.39
₹5,64817.634.63516.123.721.5
Axis Long Term Equity Fund Growth ₹61.7573
↑ 0.47
₹25,50811.930.221.31517.820.5
BOI AXA Tax Advantage Fund Growth ₹78.37
↑ 0.92
₹36814.929.831.712.919.531.2
Kotak Tax Saver Fund Growth ₹58.722
↑ 0.86
₹1,54015.730.522.312.917.514.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹103.27
↑ 0.50
₹1,41216.84267.525.521.770.6
TATA Digital India Fund Growth ₹24.257
↑ 0.10
₹92116.338.75224.919.954.8
Aditya Birla Sun Life Digital India Fund Growth ₹91.88
↑ 0.49
₹94116.736.756.724.623.259
Franklin India Technology Fund Growth ₹273.652
↓ -0.76
₹49513.934.751.924.220.456.8
SBI Technology Opportunities Fund Growth ₹102.337
↑ 0.32
₹48513.634.644.721.918.947.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹83.6853
↑ 1.21
₹5,15616.131.627.412.516.119
ICICI Prudential Value Discovery Fund Growth ₹192.77
↑ 1.69
₹17,06018.128.139.110.114.322.9
Nippon India Value Fund Growth ₹97.3015
↑ 1.62
₹3,2182032.928.9101716.3
JM Value Fund Growth ₹42.718
↑ 0.66
₹12519.637.124.39.819.513.4
L&T India Value Fund Growth ₹45.753
↑ 0.72
₹6,31317.329.725.26.816.114.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹24.2512
↑ 0.42
₹1,42214.432.525.419.12123.8
Axis Focused 25 Fund Growth ₹38.74
↑ 0.40
₹13,66011.930.322.21520.621
Principal Focused Multicap Fund Growth ₹91.55
↑ 1.60
₹47319.133.429.214.718.419.7
Sundaram Select Focus Fund Growth ₹235.005
↑ 4.35
₹1,1491727.820.71316.911.9
Motilal Oswal Focused 25 Fund  Growth ₹30.43
↑ 0.54
₹1,49512.830.124.7131717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹420.57
↑ 0.07
₹16,1180.72.26.27.574.15%5M 12D6M
ICICI Prudential Ultra Short Term Fund Growth ₹21.4698
↑ 0.01
₹8,4950.92.45.97.36.55%4M 17D5M 8D
SBI Magnum Ultra Short Duration Fund Growth ₹4,659.83
↑ 0.90
₹11,0190.71.85.37.15.93.89%5M 1D6M 7D
Kotak Savings Fund Growth ₹33.6015
↑ 0.01
₹12,3260.71.85.26.95.83.9%4M 17D4M 24D
UTI Ultra Short Term Fund Growth ₹3,248.2
↑ 0.63
₹2,1360.92.15.255.34.94%4M 4M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹24.4111
↑ 0.01
₹18,3900.12.98.28.8115.48%2Y 6M 15D3Y 4M 27D
Axis Short Term Fund Growth ₹23.7825
↑ 0.00
₹15,6940.22.67.98.510.14.75%1Y 6M1Y 9M 18D
ICICI Prudential Short Term Fund Growth ₹45.6249
↑ 0.02
₹24,1700.43.28.38.410.65.11%1Y 9M 4D2Y 8M 1D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹36.3144
↑ 0.01
₹8,3710.13.79.38.411.15.31%2Y 1M 6D2Y 6M 25D
IDFC Bond Fund Short Term Plan Growth ₹44.3489
↑ 0.01
₹14,298-0.21.97.28.29.74.71%1Y 10M 24D2Y 2M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹3,215.07
↑ 0.38
₹12,9170.30.71.544.33.49%1M 9D1M 9D
Aditya Birla Sun Life Liquid Fund Growth ₹328.311
↑ 0.04
₹31,3060.30.81.644.33.43%25D25D
LIC MF Liquid Fund Growth ₹3,691.47
↑ 0.51
₹6,1300.30.81.644.33.55%23D23D
Axis Liquid Fund Growth ₹2,265.76
↑ 0.31
₹23,5720.30.81.63.94.33.47%26D27D
ICICI Prudential Liquid Fund Growth ₹302.121
↑ 0.04
₹39,3190.30.71.644.33.51%21D23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹19.0799
↑ 0.00
₹17,774-0.12.389.410.94.73%1Y 10M 2D2Y 25D
Kotak Banking and PSU Debt fund Growth ₹50.0382
↑ 0.01
₹11,292-0.12.77.38.910.55.4%2Y 5M 16D3Y 11M 12D
Nippon India Banking & PSU Debt Fund Growth ₹15.9576
↑ 0.00
₹7,712-0.42.47.88.910.95.14%2Y 7M 28D3Y 11M 12D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹281.063
↑ 0.03
₹16,148-0.42.57.68.710.95.12%2Y 6M 11D3Y 2M 23D
SBI Banking and PSU Fund Growth ₹2,441.12
↓ -0.09
₹15,294-0.32.67.18.510.54.97%2Y 5M 19D2Y 10M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Regular Savings Fund Growth ₹23.4422
↑ 0.02
₹7,00714.17.98.59.87.67%1Y 6M 29D2Y 1M 2D
HDFC Credit Risk Debt Fund Growth ₹18.0754
↑ 0.01
₹6,8481.35.58.88.310.98.05%1Y 11M 27D2Y 5M 28D
SBI Credit Risk Fund Growth ₹34.0433
↑ 0.00
₹3,6320.547.47.29.87.27%2Y 6M 7D3Y 2M 23D
Kotak Credit Risk Fund Growth ₹23.1528
↑ 0.01
₹1,8500.83.34.376.67.29%1Y 9M 4D2Y 5M 8D
IDFC Credit Risk Fund Growth ₹12.9521
↑ 0.01
₹8350.63.45.177.47.13%2Y 9M 22D3Y 6M 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹56.0244
↑ 0.04
₹6,783-1.51.96.69.412.46.37%5Y 4M 6D7Y 3M 18D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹85.1675
↑ 0.02
₹26,658-0.12.99.29.111.95.19%2Y 3M 29D2Y 10M 20D
HDFC Corporate Bond Fund Growth ₹24.7111
↑ 0.01
₹30,847-0.22.88.5911.85.35%2Y 10M 9D4Y 4M 9D
Sundaram Corporate Bond Fund Growth ₹30.9903
↑ 0.01
₹1,240-0.32.488.8114.83%1Y 11M 15D2Y 2M 19D
ICICI Prudential Corporate Bond Fund Growth ₹22.536
↑ 0.01
₹21,1560.338.48.610.44.75%1Y 6M 14D2Y 5M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹27.3506
↑ 0.04
₹2,370-1.62.18.111.213.75.85%5Y 1M 20D6Y 6M 11D
DSP BlackRock Government Securities Fund Growth ₹72.9036
↑ 0.05
₹606-12.48.31113.16.01%7Y 5M 1D10Y 7M 2D
Axis Gilt Fund Growth ₹19.7001
↑ 0.01
₹194-0.33.59.110.313.14.64%3Y 3M 18D4Y 4M 24D
Nippon India Gilt Securities Fund Growth ₹29.7898
↑ 0.03
₹1,762-1.51.6610.311.25.66%6Y 4M 24D10Y 2M 5D
ICICI Prudential Gilt Fund Growth ₹77.2753
↑ 0.07
₹3,474-0.33.38.310.212.64.78%4Y 7Y 3M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹16.1289
↑ 0.24
₹50314.2232014.1 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹212.76
↑ 2.83
₹4,20810.721.52213.316.519.7
Edelweiss Balanced Advantage Fund Growth ₹31.85
↑ 0.29
₹2,46410.719.427.212.51322.6
Axis Triple Advantage Fund Growth ₹26.0316
↑ 0.24
₹7587.919.118.112.512.118
DSP BlackRock Equity and Bond Fund Growth ₹203.66
↑ 2.09
₹6,07912.123.818.71215.817
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹16.1289
↑ 0.24
₹50314.2232014.1 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹212.76
↑ 2.83
₹4,20810.721.52213.316.519.7
DSP BlackRock Equity and Bond Fund Growth ₹203.66
↑ 2.09
₹6,07912.123.818.71215.817
Mirae Asset Hybrid Equity Fund Growth ₹19.036
↑ 0.25
₹4,38412.122.522.81216.213.7
SBI Equity Hybrid Fund Growth ₹174.277
↑ 1.48
₹34,65311.922.11711.714.612.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹16.1289
↑ 0.24
₹50314.2232014.1 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹212.76
↑ 2.83
₹4,20810.721.52213.316.519.7
Edelweiss Balanced Advantage Fund Growth ₹31.85
↑ 0.29
₹2,46410.719.427.212.51322.6
Axis Triple Advantage Fund Growth ₹26.0316
↑ 0.24
₹7587.919.118.112.512.118
DSP BlackRock Equity and Bond Fund Growth ₹203.66
↑ 2.09
₹6,07912.123.818.71215.817
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Arbitrage Fund  Growth ₹12.616
↑ 0.00
₹6610.91.945.5 4.6
Edelweiss Arbitrage Fund Growth ₹15.0612
↑ 0.00
₹3,3240.81.745.45.84.5
Nippon India Arbitrage Fund Growth ₹20.7467
↑ 0.00
₹9,5150.81.83.85.45.84.3
L&T Arbitrage Opportunities Fund Growth ₹14.909
↓ 0.00
₹3,0460.81.84.25.45.74.8
Kotak Equity Arbitrage Fund Growth ₹28.9331
↑ 0.01
₹15,5280.91.93.95.45.84.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹31.85
↑ 0.29
₹2,46410.719.427.212.51322.6
ICICI Prudential Balanced Advantage Fund Growth ₹44.59
↑ 0.25
₹28,2578.716.217.410.413.411.7
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹65.78
↑ 0.43
₹2,6186.116.118.79.513.915.4
DSP BlackRock Dynamic Asset Allocation Fund Growth ₹18.584
↑ 0.08
₹2,6604.31112.79.410.712.9
HDFC Balanced Advantage Fund Growth ₹242.058
↑ 2.95
₹38,27920.528.823.68.715.27.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 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 ₹26.0316
↑ 0.24
₹7587.919.118.112.512.118
HDFC Multi-Asset Fund Growth ₹41.377
↑ 0.39
₹5129.714.819.49.910.520.9
SBI Multi Asset Allocation Fund Growth ₹33.3597
↑ 0.12
₹2935.68.513.39.19.514.2
ICICI Prudential Multi-Asset Fund Growth ₹337.841
↑ 2.69
₹10,50720.522.425.99.1169.9
UTI Multi Asset Fund Growth ₹40.338
↑ 0.25
₹6755.810.813.76.41013.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Equity Saver Fund Growth ₹15.31
↑ 0.12
₹6905.613.912.29.210.111.6
SBI Equity Savings Fund Growth ₹15.887
↑ 0.12
₹1,3167.815.515.68.39.911.9
Kotak Equity Savings Fund Growth ₹16.7982
↑ 0.07
₹1,3504.19.611.78.29.510.4
Aditya Birla Sun Life Equity Savings Fund Growth ₹16.15
↑ 0.09
₹464714.512.57.61011
ICICI Prudential Equity Savings Fund Growth ₹15.98
↑ 0.06
₹1,0516.79.88.17.5104.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Tata Retirement Savings Fund - Progressive Growth ₹37.2012
↑ 0.48
₹9191120.918.69.517.714.4
Tata Retirement Savings Fund-Moderate Growth ₹37.5526
↑ 0.42
₹1,2769.318.217.9915.515.1
ICICI Prudential Child Care Plan (Gift) Growth ₹166.97
↑ 1.60
₹71612.620.613.67.613.18.8
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹17.1763
↑ 0.17
₹540920.21811.212.515.5
Tata Retirement Savings Fund - Conservative Growth ₹23.4171
↑ 0.10
₹1622.77.110.47.610.211.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Top 5 Gold Funds 2021 - 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Gold Fund Growth ₹14.443
↓ 0.00
₹219-4.8-10.36.914.98.726.9
Kotak Gold Fund Growth ₹19.3322
↑ 0.00
₹827-5-10.16.814.89.526.6
Invesco India Gold Fund Growth ₹14.1465
↑ 0.07
₹48-5-11.45.314.39.427.2
SBI Gold Fund Growth ₹14.464
↓ -0.01
₹908-5.4-10.76.4148.927.4
HDFC Gold Fund Growth ₹14.8674
↓ -0.05
₹1,113-5.1-10.96.3148.927.5
ICICI Prudential Regular Gold Savings Fund Growth ₹15.4024
↑ 0.01
₹454-5.1-10.7713.98.726.6
Nippon India Gold Savings Fund Growth ₹19.064
↓ -0.02
₹1,348-5.1-10.9513.78.526.6
IDBI Gold Fund Growth ₹12.9591
↓ -0.05
₹43-4.9-10.96.613.46.824.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 21

Best Mutual Funds Based on 1 Month Performance

1. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 6.1% since its launch.  Ranked 1 in Sectoral category.  Return for 2020 was 6.3% , 2019 was -5.3% and 2018 was -25.9% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (24 Feb 21) ₹18.07 ↑ 0.22   (1.23 %)
Net Assets (Cr) ₹506 on 31 Jan 21
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio 0.22
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 16₹10,000
31 Jan 17₹12,832
31 Jan 18₹18,259
31 Jan 19₹12,886
31 Jan 20₹13,771
31 Jan 21₹14,389

IDFC Infrastructure 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 IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 21

DurationReturns
1 Month 17.6%
3 Month 33.9%
6 Month 43.2%
1 Year 31.2%
3 Year -0.7%
5 Year 14.2%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
2014 43.2%
2013 -10.8%
2012 10%
2011
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Sachin Relekar8 Dec 200.15 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jan 21

Equity Sector Allocation
SectorValue
Industrials56.49%
Basic Materials21.97%
Utility11.32%
Communication Services7.99%
Consumer Cyclical1.13%
Energy0.04%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity98.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 12 | LT
10%₹51 Cr385,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
8%₹40 Cr730,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
8%₹38 Cr72,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 13 | 532921
7%₹37 Cr720,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
6%₹30 Cr142,284
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
5%₹27 Cr1,438,025
Gujarat Gas Ltd (Utilities)
Equity, Since 28 Feb 17 | 539336
5%₹23 Cr630,000
Transport Corp of India Ltd (Industrials)
Equity, Since 31 Mar 18 | TCI
4%₹20 Cr786,246
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 532779
4%₹19 Cr630,000
NCC Ltd (Industrials)
Equity, Since 31 Oct 17 | NCC
3%₹17 Cr2,830,318

2. Aditya Birla Sun Life Infrastructure Fund

An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.

Aditya Birla Sun Life Infrastructure Fund is a Equity - Sectoral fund was launched on 17 Mar 06. It is a fund with High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 17 in Sectoral category.  Return for 2020 was 12.3% , 2019 was -3.8% and 2018 was -22.1% .

Below is the key information for Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Infrastructure Fund
Growth
Launch Date 17 Mar 06
NAV (24 Feb 21) ₹40.12 ↑ 0.68   (1.72 %)
Net Assets (Cr) ₹402 on 31 Jan 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.57
Sharpe Ratio 0.28
Information Ratio -0.57
Alpha Ratio -6.37
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 Jan 16₹10,000
31 Jan 17₹12,049
31 Jan 18₹16,286
31 Jan 19₹12,325
31 Jan 20₹13,233
31 Jan 21₹14,152

Aditya Birla Sun Life Infrastructure 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 Aditya Birla Sun Life Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 21

DurationReturns
1 Month 17.4%
3 Month 34.9%
6 Month 41.6%
1 Year 33.2%
3 Year 3%
5 Year 13.4%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 12.3%
2019 -3.8%
2018 -22.1%
2017 52.7%
2016 1.6%
2015 -1.4%
2014 67.6%
2013 -3.6%
2012 35.2%
2011 -35%
Fund Manager information for Aditya Birla Sun Life Infrastructure Fund
NameSinceTenure
Vineet Maloo23 May 164.7 Yr.

Data below for Aditya Birla Sun Life Infrastructure Fund as on 31 Jan 21

Equity Sector Allocation
SectorValue
Industrials58.56%
Basic Materials20.13%
Communication Services6.19%
Utility5.67%
Energy3.42%
Financial Services2.67%
Asset Allocation
Asset ClassValue
Cash3.35%
Equity96.64%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 12 | 517174
10%₹39 Cr10,000
↓ -791
NCC Ltd (Industrials)
Equity, Since 31 Oct 18 | NCC
9%₹35 Cr6,000,000
↓ -712,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | ULTRACEMCO
7%₹27 Cr50,000
↓ -5,189
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 19 | LT
7%₹26 Cr196,555
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Jun 19 | BHARTIARTL
6%₹25 Cr449,314
NTPC Ltd (Utilities)
Equity, Since 30 Jun 17 | 532555
4%₹17 Cr1,918,807
PNC Infratech Ltd (Industrials)
Equity, Since 31 Mar 17 | PNCINFRA
4%₹17 Cr888,194
Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 17 | BEL
4%₹14 Cr1,100,000
Orient Refractories Ltd (Industrials)
Equity, Since 30 Apr 14 | 534076
3%₹14 Cr647,193
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
3%₹14 Cr1,091,700

3. Nippon India Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 15 in Sectoral category.  Return for 2020 was -10.6% , 2019 was 10.7% and 2018 was -1.2% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (24 Feb 21) ₹313.161 ↑ 7.58   (2.48 %)
Net Assets (Cr) ₹2,499 on 31 Jan 21
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 0.06
Information Ratio -0.67
Alpha Ratio -6
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 Jan 16₹10,000
31 Jan 17₹13,012
31 Jan 18₹17,988
31 Jan 19₹16,882
31 Jan 20₹18,632
31 Jan 21₹17,079

Nippon India Banking Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Nippon India Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 21

DurationReturns
1 Month 16.6%
3 Month 26.7%
6 Month 53.5%
1 Year 11.2%
3 Year 6.2%
5 Year 17.9%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 -10.6%
2019 10.7%
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
2013 -10.4%
2012 60.5%
2011 -32%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 182.82 Yr.
Kinjal Desai25 May 182.69 Yr.

Data below for Nippon India Banking Fund as on 31 Jan 21

Equity Sector Allocation
SectorValue
Financial Services96.86%
Asset Allocation
Asset ClassValue
Cash3.14%
Equity96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
18%₹438 Cr8,153,830
↓ -100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
13%₹330 Cr2,374,332
↓ -50,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
11%₹263 Cr9,330,830
↓ -600,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
8%₹209 Cr3,155,216
↑ 200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
5%₹117 Cr16,166,730
↓ -1,000,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | 543066
4%₹89 Cr904,402
↑ 75,000
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
3%₹84 Cr12,362,608
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | 540719
3%₹78 Cr900,000
↑ 300,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 15 | 533398
3%₹74 Cr668,321
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500271
2%₹61 Cr889,722
↓ -75,000

4. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 27 in Sectoral category.  Return for 2020 was 3.6% , 2019 was 2.6% and 2018 was -14% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (24 Feb 21) ₹61.7 ↑ 0.66   (1.08 %)
Net Assets (Cr) ₹1,122 on 31 Jan 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.34
Sharpe Ratio 0.2
Information Ratio 0
Alpha Ratio 0
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 Jan 16₹10,000
31 Jan 17₹12,280
31 Jan 18₹15,873
31 Jan 19₹13,101
31 Jan 20₹14,018
31 Jan 21₹14,557

ICICI Prudential Infrastructure 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 ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 21

DurationReturns
1 Month 15.3%
3 Month 32.5%
6 Month 36.4%
1 Year 28.5%
3 Year 4.5%
5 Year 14%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
2014 56.2%
2013 -5%
2012 25.5%
2011 -31%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 173.67 Yr.
Priyanka Khandelwal15 Jun 173.63 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Jan 21

Equity Sector Allocation
SectorValue
Industrials23.07%
Utility17.76%
Basic Materials14.12%
Energy12.63%
Financial Services10.89%
Communication Services8.83%
Real Estate5.88%
Technology1.01%
Asset Allocation
Asset ClassValue
Cash5.82%
Equity94.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
9%₹101 Cr11,326,624
↑ 1,993,625
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 16 | BHARTIARTL
9%₹99 Cr1,790,633
↑ 27,885
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Nov 09 | LT
6%₹65 Cr486,751
↑ 286,751
GAIL (India) Ltd (Utilities)
Equity, Since 31 Oct 16 | 532155
5%₹54 Cr4,300,000
↑ 50,000
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Apr 17 | HINDALCO
5%₹51 Cr2,253,583
↑ 253,583
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 17 | IOC
4%₹45 Cr4,800,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 500312
4%₹44 Cr5,000,000
↓ -500,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN
4%₹44 Cr1,550,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500295
3%₹37 Cr2,300,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jul 16 | 500400
3%₹35 Cr4,700,000
↓ -2,237,894

5. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Return for 2020 was -5.5% , 2019 was 14.5% and 2018 was -0.4% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (24 Feb 21) ₹77.05 ↑ 2.16   (2.88 %)
Net Assets (Cr) ₹3,211 on 31 Jan 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 0.07
Information Ratio -1.06
Alpha Ratio -6.44
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 Jan 16₹10,000
31 Jan 17₹14,355
31 Jan 18₹19,660
31 Jan 19₹18,433
31 Jan 20₹21,626
31 Jan 21₹20,277

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 21

DurationReturns
1 Month 15.1%
3 Month 25.3%
6 Month 48.4%
1 Year 13.1%
3 Year 9.4%
5 Year 21.4%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 -5.5%
2019 14.5%
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 173.63 Yr.
Roshan Chutkey29 Jan 183.01 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Jan 21

Equity Sector Allocation
SectorValue
Financial Services95.19%
Asset Allocation
Asset ClassValue
Cash0.58%
Equity99.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
16%₹514 Cr9,565,196
↓ -472,818
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
11%₹352 Cr2,529,640
↓ -279,799
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
11%₹344 Cr12,190,865
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
11%₹339 Cr5,113,622
↓ -38,188
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
5%₹175 Cr4,427,386
↑ 78,537
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 19 | 504973
4%₹140 Cr2,808,232
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
4%₹122 Cr1,408,841
↓ -1,594
Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 19 | 532892
4%₹115 Cr1,869,306
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
3%₹104 Cr14,426,575
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
3%₹95 Cr1,384,040
↑ 1,697

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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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