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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019

Updated on September 20, 2019 , 29955 views

Mutual Fund schemes in India have grown over the years. As a result, the best performing Mutual Funds in the market keep on changing. There are various rating systems in place to judge a mutual fund scheme, namely CRISIL, Morning Star, ICRA. These systems evaluate a mutual fund in terms of returns, Standard Deviation, etc. Some rating systems also consider the qualitative and quantitative factors of the Mutual Funds.

The summation of all these factors leads to the rating of the best performing mutual funds in India. To make the process of Investing easier for investors, we have shortlisted the best performing Mutual Funds in India along with guidelines to choose the Top Mutual Funds in this article.

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Why to Invest in Mutual Funds?

Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors in growing their money. Mutual funds help in fulfilling short-term, mid-term and long-term investment goals. It holds funds for most kind of investors, i.e., from low-risk to high-risk investors.

Moreover, to achieve goals, investors can begin their investments in just INR 500 via a SIP. Let's look at some more benefits on why one should invest in Mutual Funds:

1. Liquidity

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

2. Diversification

Mutual fund invests its fund money into various financial instruments such as equity shares and fixed income instruments. As a consequence, individuals can enjoy the benefits of diversification by investing in just one mutual fund scheme. On the contrary, if individuals choose to invest in shares and fixed income on their own then they need to research about each of these companies before investing and monitor their investments constantly.

3. Well-Regulated

Mutual fund industry in India is well-regulated with SEBI being the regulatory authority. SEBI keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.

4. Expert Management

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

Best Performing Mutual Funds

Best Equity Mutual Funds 2019 - 2020

Below are the top ranked funds from difference categories like. Large Cap, mid-cap, small cap, Multi Cap, ELSS and Sectoral from Equity.

Top 5 Large Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
JM Core 11 Fund Growth ₹9.0133
↑ 0.59
₹50-0.8-1.43.38.510.8-5
SBI Bluechip Fund Growth ₹39.1883
↑ 2.04
₹21,483-2.71.42.66.79.5-4.1
Indiabulls Blue Chip Fund Growth ₹20.78
↑ 1.11
₹204-4.5-118.18.6-1.4
Essel Large Cap Equity Fund Growth ₹22.6675
↑ 1.20
₹101-3.3-0.306.78-6
ICICI Prudential Bluechip Fund Growth ₹41.62
↑ 1.88
₹21,673-3.5-0.6-0.68.58.7-0.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Midcap Fund Growth ₹126.01
↑ 6.55
₹4,905 5,000 -2.7-4.6-8.37.211.2-12
Kotak Emerging Equity Scheme Growth ₹37.932
↑ 2.02
₹4,470 5,000 -1.4-0.2-0.76.612.1-11.7
Sundaram Mid Cap Fund Growth ₹440.326
↑ 23.71
₹5,420 5,000 -3.8-4.7-82.88.9-15.4
BNP Paribas Mid Cap Fund Growth ₹30.684
↑ 1.43
₹698 5,000 -2.3-1.1-5.72.98.1-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹25.3993
↑ 1.70
₹1,414 5,000 2.73.3-0.73.410.6-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Emerging Businesses Fund Growth ₹22.375
↑ 0.76
₹5,639 5,000 -4.5-8.8-14.77.611.4-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹30.2569
↑ 1.19
₹2,110 1,000 -8.6-13.8-18.8-0.77.6-22.6
Reliance Small Cap Fund Growth ₹37.2492
↑ 1.36
₹7,491 5,000 -4.7-6.6-13.87.510.8-16.7
Franklin India Smaller Companies Fund Growth ₹48.956
↑ 1.92
₹6,584 5,000 -7.3-9.5-11.51.28.1-17.4
HDFC Small Cap Fund Growth ₹39.269
↑ 1.63
₹8,209 5,000 -6.5-10.2-12.18.710.5-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Motilal Oswal Multicap 35 Fund Growth ₹25.8445
↑ 1.41
₹12,693 5,000 -1.80.4-0.18.813.9-7.8
Kotak Standard Multicap Fund Growth ₹35.07
↑ 1.85
₹25,385 5,000 -3.20.23.69.711.7-0.9
Principal Multi Cap Growth Fund Growth ₹133.84
↑ 6.01
₹818 5,000 -5.5-5.2-7.16.78.2-8.7
IDFC Focused Equity Fund Growth ₹35.39
↑ 2.45
₹1,382 5,000 -3.8-1.9-87.76.1-12.7
SBI Magnum Multicap Fund Growth ₹48.9761
↑ 2.29
₹7,549 1,000 -1.52.13.89.311.7-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata India Tax Savings Fund Growth ₹18.0618
↑ 1.03
₹1,815-3.40.54.69.2 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹53.19
↑ 2.81
₹1,877-5.8-4.8-6.589.1-9.4
DSP BlackRock Tax Saver Fund Growth ₹48.461
↑ 2.46
₹5,482-0.61.95.18.410.6-7.6
L&T Tax Advantage Fund Growth ₹51.892
↑ 2.47
₹3,153-3.9-2.1-6.16.98.6-8.1
Principal Tax Savings Fund Growth ₹197.78
↑ 9.50
₹375-4.7-4.2-6.56.88.3-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹63.22
↑ 3.86
₹3,102-6.7-1.77.311.514.3-0.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹28.29
↑ 1.95
₹1,715-5-1.429.415.2-2.4
Franklin Build India Fund Growth ₹39.9778
↑ 2.12
₹1,165-6.9-4.70.56.910.5-10.7
Sundaram Rural and Consumption Fund Growth ₹40.5219
↑ 2.30
₹2,052-0.1-1.6-3.15.811.5-7.8
IDFC Infrastructure Fund Growth ₹13.91
↑ 0.62
₹783-9.6-7.9-11.94.65-25.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Equity PE Fund Growth ₹130.648
↑ 6.95
₹5,208-2.9-3-5.48.310.3-7.1
L&T India Value Fund Growth ₹34.173
↑ 1.69
₹7,633-5-3.7-6.26.310.3-11.4
JM Value Fund Growth ₹31.5201
↑ 2.14
₹114-2.1-0.6-17.510.6-11.2
HDFC Capital Builder Value Fund Growth ₹273.933
↑ 12.56
₹4,257-5.8-8.2-8.36.78.3-5.5
Templeton India Value Fund Growth ₹233.2
↑ 10.80
₹479-7-8.9-10.23.25.7-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Focused 25 Fund Growth ₹28.43
↑ 1.69
₹7,841-0.161.712.712.50.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹58.4048
↑ 2.72
₹4,039-4-0.70.86.88.2-4.1
Motilal Oswal Focused 25 Fund  Growth ₹22.1359
↑ 1.25
₹1,060-0.94.13.48.59.7-4.2
Sundaram Select Focus Fund Growth ₹179.711
↑ 8.77
₹973-2.51.43.311.181.2
Franklin India Focused Equity Fund Growth ₹39.6576
↑ 1.94
₹7,981-5.8-2.42.97.39.5-8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Best Debt Funds 2019 - 2020

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

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.3802
↓ -0.01
₹19,751 10,000 2.24.6108.88.79.71%5M 19D7M 10D
Aditya Birla Sun Life Savings Fund Growth ₹384.076
↓ -0.19
₹15,421 1,000 2.24.49.17.87.66.71%5M 12D5M 26D
BOI AXA Ultra Short Duration Fund Growth ₹2,343.67
↓ -1.22
₹336 5,000 1.93.98.17.97.66.28%5M 1D5Y 5M 19D
Indiabulls Ultra Short Term Fund Growth ₹1,877.56
↓ -0.72
₹46 500 1.83.987.57.17.02%5M 1D
UTI Ultra Short Term Fund Growth ₹3,008.01
↓ -0.79
₹2,962 5,000 1.4-0.43.45.778.18%4M 5D5M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Short Maturity Fund Growth ₹21.3108
↓ -0.19
₹111-28.2-36.4-34.1-9.35.534.98%2M 5D2M 19D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹32.2934
↓ -0.10
₹3,1312.4510.17.26.58.59%2Y 4M 2D3Y 11D
ICICI Prudential Short Term Fund Growth ₹40.2852
↓ -0.12
₹9,6452.24.99.67.35.87.73%1Y 11M 12D2Y 6M 7D
Reliance Short Term Fund Growth ₹36.1784
↓ -0.11
₹6,2342.34.79.56.85.57.92%2Y 1M 10D2Y 7M 10D
UTI Short Term Income Fund Growth ₹20.6882
↓ -0.07
₹2,2782.4-7.6-4.12.867.68%2Y 4M 17D2Y 11M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Liquid Funds

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Insta Cash Fund Growth ₹249.875
↑ 0.04
₹689 5,000 0.51.63.57.37.45.58%1M 2D1M 2D
JM Liquid Fund Growth ₹52.5663
↑ 0.01
₹1,294 5,000 0.51.53.47.27.45.76%13D13D
Indiabulls Liquid Fund Growth ₹1,871.81
↑ 0.29
₹2,208 500 0.51.53.47.17.35.62%22D22D
Principal Cash Management Fund Growth ₹1,703.27
↑ 0.49
₹210 5,000 0.51.43.10.5-1.85.3%8D9D
Reliance Liquid Fund  Growth ₹4,687.05
↑ 1.43
₹25,290 100 0.51.63.57.37.45.88%1M 1D1M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Sep 19

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Banking and PSU Debt Fund Growth ₹15.716
↓ -0.05
₹3,403 5,000 2.55.110.87.45.97.79%2Y 2M 5D2Y 9M 11D
UTI Banking & PSU Debt Fund Growth ₹14.6876
↓ -0.05
₹167 5,000 2.2-1.314.96.86.55%1Y 5M 26D1Y 10M 24D
Kotak Banking and PSU Debt fund Growth ₹44.378
↓ -0.20
₹2,621 5,000 2.25.611.37.96.77.3%2Y 9M 29D3Y 9M 4D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹249.801
↓ -0.97
₹8,282 1,000 2.35.510.87.66.67.08%2Y 9M3Y 9M 29D
DSP BlackRock Banking and PSU Debt Fund Growth ₹16.4758
↓ -0.06
₹2,097 1,000 2.54.910.57.46.36.76%2Y 7M 2D3Y 3M 11D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹14.4741
↓ -0.03
₹1,4051.8-0.14.35.65.99.21%1Y 7M 6D2Y
DHFL Pramerica Credit Risk Fund Growth ₹13.7177
↓ -0.04
₹489-1.7-5.1-1.63.65.114.08%1Y 3M 11D1Y 9M
HDFC Credit Risk Debt Fund Growth ₹15.8246
↓ -0.05
₹14,6881.94.28.76.95.49.66%1Y 8M 26D2Y 3M 4D
SBI Credit Risk Fund Growth ₹30.4594
↓ -0.08
₹5,2391.52.47.26.76.29.69%1Y 10M 6D2Y 5M 1D
Principal Credit Risk Fund Growth ₹2,787.19
↓ -3.90
₹581.8-3.60.34.66.47.83%1Y 1M 13D1Y 4M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Corporate Bond Fund Growth ₹21.8126
↓ -0.10
₹12,9102.35.411.27.86.57.26%2Y 11M 26D4Y 29D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹74.934
↓ -0.16
₹16,2752.25.110.67.877.22%2Y 14D2Y 10M 2D
Kotak Corporate Bond Fund Standard Growth ₹2,582.67
↓ -4.41
₹2,4482.54.91087.57.46%1Y 4M 10D1Y 6M 29D
ICICI Prudential Corporate Bond Fund Growth ₹19.9389
↓ -0.05
₹9,0022.359.97.56.47.22%1Y 8M 23D2Y 3M 11D
Reliance Prime Debt Fund Growth ₹40.419
↓ -0.08
₹1,1402.43.78.37.26.99.02%1Y 5M 12D1Y 8M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Reliance Gilt Securities Fund Growth ₹26.7015
↓ -0.24
₹1,089 5,000 28.315.98.686.54%5Y 9M 18D8Y 1M 10D
SBI Magnum Gilt Fund Growth ₹44.0796
↓ -0.43
₹1,639 5,000 2.39.115.38.45.16.4%5Y 11D7Y 2M 5D
Aditya Birla Sun Life Government Securities Fund Growth ₹55.9115
↓ -0.29
₹262 1,000 2.1815.28.16.96.63%5Y 9M8Y 2M 8D
UTI Gilt Fund Growth ₹43.989
↓ -0.37
₹556 5,000 2.18.614.28.86.36.45%5Y 5M 16D8Y 11M 18D
Canara Robeco Gilt Fund Growth ₹53.9315
↓ -0.48
₹84 5,000 1.47.312.47.14.96.53%5Y 9M 25D8Y 8M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Best Hybrid Funds 2019 - 2020

Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.

Top 5 Balanced Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential MIP 25 Growth ₹43.6223
↑ 0.43
₹1,6400.738.17.99.45.1
SBI Debt Hybrid Fund Growth ₹40.1814
↑ 0.40
₹1,127027.158-0.2
Edelweiss Arbitrage Fund Growth ₹14.1414
↓ -0.01
₹3,9231.53.46.66.26.76.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹39.4782
↑ 0.49
₹2,004-0.122.94.98.6-2.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹737.61
↑ 28.07
₹11,477-2.4-2.1-1.64.78.1-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹737.61
↑ 28.07
₹11,477 1,000 -2.4-2.1-1.64.78.1-5
Principal Hybrid Equity Fund Growth ₹73.91
↑ 2.48
₹1,559 5,000 -2.9-4.2-48.19.1-1.5
SBI Equity Hybrid Fund Growth ₹137.034
↑ 4.44
₹29,354 1,000 -0.33.27.29.110.2-0.1
DSP BlackRock Equity and Bond Fund Growth ₹155.048
↑ 6.99
₹5,929 1,000 0.43.86.37.310.1-5.1
ICICI Prudential Equity and Debt Fund Growth ₹131.44
↑ 4.18
₹23,288 5,000 -3.4-0.80.67.49.3-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential MIP 25 Growth ₹43.6223
↑ 0.43
₹1,640 5,000 0.738.17.99.45.1
SBI Debt Hybrid Fund Growth ₹40.1814
↑ 0.40
₹1,127 5,000 027.158-0.2
Edelweiss Arbitrage Fund Growth ₹14.1414
↓ -0.01
₹3,923 5,000 1.53.46.66.26.76.1
Aditya Birla Sun Life Regular Savings Fund Growth ₹39.4782
↑ 0.49
₹2,004 1,000 -0.122.94.98.6-2.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹737.61
↑ 28.07
₹11,477 1,000 -2.4-2.1-1.64.78.1-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹14.1414
↓ -0.01
₹3,923 5,000 1.53.46.66.26.76.1
Reliance Arbitrage Fund Growth ₹19.526
↓ -0.02
₹8,937 5,000 1.53.46.76.36.86.8
Kotak Equity Arbitrage Fund Growth ₹27.2013
↓ -0.02
₹15,629 5,000 1.53.46.56.26.66.3
ICICI Prudential Equity Arbitrage Fund Growth ₹25.1472
↓ -0.02
₹12,243 5,000 1.53.46.56.16.56.2
L&T Arbitrage Opportunities Fund Growth ₹13.959
↓ -0.01
₹824 5,000 1.53.36.26.16.56
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 5,000 2.9-1.23.116.615.5
ICICI Prudential Balanced Advantage Fund Growth ₹36.07
↑ 1.16
₹27,468 5,000 02.76.47.58.82.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹53.39
↑ 1.58
₹2,630 1,000 -0.21.84.96.78.20.7
Reliance Balanced Advantage Fund Growth ₹90.5887
↑ 1.90
₹2,314 5,000 -1.60.63.98.17.80.4
L&T Dynamic Equity Fund Growth ₹24.428
↑ 0.41
₹570 5,000 -0.11.83.966.33.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 19

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Multi Asset Allocation Fund Growth ₹28.0941
↑ 0.68
₹258 5,000 3.85.79.16.68.50.4
HDFC Multi-Asset Fund Growth ₹32.003
↑ 1.03
₹178 5,000 -0.80.31.44.86.1-1.9
Axis Triple Advantage Fund Growth ₹20.1566
↑ 0.83
₹263 5,000 16.77.26.47.21.9
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
ICICI Prudential Multi-Asset Fund Growth ₹265.147
↑ 8.11
₹10,942 5,000 -20.41.48.48-2.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
DHFL Pramerica Equity Savings Fund Growth ₹32.1885
↑ 0.63
₹34 5,000 -0.424.75.98.61.4
HDFC Equity Savings Fund Growth ₹36.671
↑ 0.59
₹4,910 5,000 -1.60.42.96.97.60.9
Principal Equity Savings Fund Growth ₹36.0658
↑ 0.46
₹54 5,000 -0.61.12.35.46.21.6
L&T Equity Savings Fund Growth ₹17.372
↑ 0.41
₹136 5,000 -1.2-1.80.14.25.7-0.6
IDBI Equity Savings Fund Growth ₹16.7187
↑ 0.39
₹14 5,000 1.22.93.43.34.91.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Retirement Savings Fund - Progressive Growth ₹28.8923
↑ 1.55
₹632 5,000 -1.700.510.111.5-6.1
SBI Magnum Children's Benefit Plan Growth ₹55.3635
↑ 0.32
₹62 5,000 -1.3-2.20.18.410.30.1
Tata Retirement Savings Fund-Moderate Growth ₹29.4778
↑ 1.38
₹1,049 5,000 -1.5-1.6-0.18.711.1-3.6
Tata Retirement Savings Fund - Conservative Growth ₹20.1454
↑ 0.28
₹130 5,000 02.15.86.48.20.8
ICICI Prudential Child Care Plan (Gift) Growth ₹137.78
↑ 4.20
₹612 5,000 -3.5-1.9-0.35.46.7-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Top 5 Gold Funds 2019 - 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Invesco India Gold Fund Growth ₹11.4652
↓ -0.48
₹1510.916.819.355.36.6
Aditya Birla Sun Life Gold Fund Growth ₹11.8138
↑ 0.03
₹721118.419.74.85.46.8
Reliance Gold Savings Fund Growth ₹15.4657
↑ 0.01
₹74710.216.518.74.54.96
SBI Gold Fund Growth ₹11.7233
↓ -0.01
₹3691117.219.84.95.36.4
Kotak Gold Fund Growth ₹15.5787
↓ -0.04
₹17511.517.120.75.55.37.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Sep 19

Best Mutual Funds Based on 1 Month Performance

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 27 in Mid Cap category.  Return for 2018 was -12.7% , 2017 was 30.8% and 2016 was 5.2% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (20 Sep 19) ₹25.3993 ↑ 1.70   (7.16 %)
Net Assets (Cr) ₹1,414 on 31 Aug 19
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.84
Information Ratio -0.08
Alpha Ratio 4.84
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹14,069
31 Aug 16₹16,016
31 Aug 17₹17,513
31 Aug 18₹19,248
31 Aug 19₹16,495

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Sep 19

DurationReturns
1 Month 7.9%
3 Month 2.7%
6 Month 3.3%
1 Year -0.7%
3 Year 3.4%
5 Year 10.6%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 144.94 Yr.
Akash Singhania28 Jul 171.51 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services36.31%
Consumer Cyclical28.49%
Basic Materials14.04%
Industrials10.25%
Health Care4.68%
Technology1.92%
Asset Allocation
Asset ClassValue
Cash0.8%
Equity99.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹130 Cr400,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Mar 19 | 500820
9%₹122 Cr800,000
↑ 400,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | CUB
8%₹108 Cr5,600,000
↑ 1,100,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
7%₹93 Cr1,600,000
↑ 400,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
7%₹88 Cr1,300,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
6%₹80 Cr3,500,000
↑ 1,500,000
HDFC Asset Management Company Limited (Financial Services)
Equity, Since 31 Aug 18 | 541729
6%₹75 Cr350,000
↑ 50,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
5%₹64 Cr35,000
Cblo / Reverse Repo Investments
CBLO/Reverse Repo | -
4%₹59 Cr5,882,000
↓ -305,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 500043
4%₹52 Cr400,000

2. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 19 in Sectoral category.  Return for 2018 was -19.5% , 2017 was 39.6% and 2016 was 4.8% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (20 Sep 19) ₹87.6761 ↑ 6.46   (7.96 %)
Net Assets (Cr) ₹1,217 on 31 Aug 19
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -1.89
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹13,058
31 Aug 16₹14,514
31 Aug 17₹16,491
31 Aug 18₹17,545
31 Aug 19₹12,076

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Sep 19

DurationReturns
1 Month 7.6%
3 Month -3.6%
6 Month -8.6%
1 Year -22.9%
3 Year -4.4%
5 Year 2.9%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -19.5%
2017 39.6%
2016 4.8%
2015 5.7%
2014 104%
2013 24.7%
2012 37.7%
2011 -19.3%
2010 26.6%
2009 132.1%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 162.36 Yr.

Data below for UTI Transportation & Logistics Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Cyclical73.64%
Industrials23.41%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
17%₹207 Cr338,642
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
7%₹83 Cr1,578,067
↓ -43,410
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
6%₹76 Cr295,819
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
6%₹72 Cr43,994
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 14 | 531344
6%₹71 Cr1,391,437
↓ -56,298
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | 532921
6%₹70 Cr1,901,160
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
5%₹60 Cr5,110,174
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
5%₹57 Cr203,488
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
4%₹52 Cr304,874
MRF Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | 500290
3%₹39 Cr6,600

3. UTI India Lifestyle Fund

The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.

UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 64 in Sectoral category.  Return for 2018 was -2.5% , 2017 was 32.6% and 2016 was 3.2% .

Below is the key information for UTI India Lifestyle Fund

UTI India Lifestyle Fund
Growth
Launch Date 30 Jul 07
NAV (20 Sep 19) ₹25.5589 ↑ 1.55   (6.46 %)
Net Assets (Cr) ₹242 on 31 Aug 19
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.86
Sharpe Ratio -1.16
Information Ratio -0.52
Alpha Ratio -5.36
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹10,407
31 Aug 16₹11,348
31 Aug 17₹12,732
31 Aug 18₹15,233
31 Aug 19₹12,853

UTI India Lifestyle Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for UTI India Lifestyle Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Sep 19

DurationReturns
1 Month 7.5%
3 Month 2.8%
6 Month 1.3%
1 Year -4.2%
3 Year 6.4%
5 Year 5.9%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.5%
2017 32.6%
2016 3.2%
2015 -1.9%
2014 32.6%
2013 5.8%
2012 33.1%
2011 -13.9%
2010 23%
2009 63.2%
Fund Manager information for UTI India Lifestyle Fund
NameSinceTenure
Vishal Chopda1 Feb 181.58 Yr.

Data below for UTI India Lifestyle Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Defensive36.17%
Consumer Cyclical35.45%
Financial Services7.9%
Basic Materials6.88%
Communication Services4.08%
Technology3.36%
Industrials2.4%
Real Estate1.58%
Health Care1.27%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.08%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI
8%₹20 Cr32,500
↑ 3,200
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
7%₹17 Cr675,000
↓ -15,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Dec 18 | 500820
5%₹13 Cr79,000
↓ -1,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | NESTLEIND
5%₹12 Cr9,500
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | 500676
4%₹10 Cr12,800
↓ -500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL
4%₹10 Cr285,000
↑ 30,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
4%₹10 Cr425,000
↓ -15,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500096
4%₹9 Cr195,000
↓ -5,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
3%₹8 Cr37,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN
3%₹8 Cr72,000
↑ 2,000

4. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 11 in Sectoral category.  Return for 2018 was -2% , 2017 was 53.1% and 2016 was 2.4% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (20 Sep 19) ₹112.815 ↑ 5.55   (5.17 %)
Net Assets (Cr) ₹661 on 31 Aug 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.96
Sharpe Ratio -1.26
Information Ratio 0.02
Alpha Ratio -7.55
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹11,464
31 Aug 16₹13,499
31 Aug 17₹15,722
31 Aug 18₹19,536
31 Aug 19₹16,583

SBI Consumption 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for SBI Consumption 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 20 Sep 19

DurationReturns
1 Month 7.3%
3 Month 2.1%
6 Month -3.4%
1 Year -4.9%
3 Year 10%
5 Year 11.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2%
2017 53.1%
2016 2.4%
2015 5.3%
2014 30.9%
2013
2012
2011
2010
2009
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jun 117.92 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash1.67%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500820
9%₹61 Cr380,000
Treps
CBLO/Reverse Repo | -
8%₹50 Cr
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
7%₹49 Cr394,500
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 500850
6%₹42 Cr3,000,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 15 | NESTLEIND
6%₹39 Cr30,000
↓ -10,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500830
6%₹38 Cr300,000
↓ -100,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | JUBLFOOD
6%₹37 Cr308,699
Marico Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 531642
5%₹35 Cr900,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 508486
5%₹35 Cr120,000
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 531162
5%₹32 Cr1,063,000

5. DSP BlackRock World Energy Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. 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 money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time.

DSP BlackRock World Energy Fund is a Equity - Global fund was launched on 14 Aug 09. It is a fund with High risk and has given a CAGR/Annualized return of 2.7% since its launch.  Ranked 29 in Global category.  Return for 2018 was -11.3% , 2017 was -1.9% and 2016 was 22.5% .

Below is the key information for DSP BlackRock World Energy Fund

DSP BlackRock World Energy Fund
Growth
Launch Date 14 Aug 09
NAV (19 Sep 19) ₹13.1279 ↑ 0.03   (0.23 %)
Net Assets (Cr) ₹17 on 31 Aug 19
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.83
Sharpe Ratio -0.78
Information Ratio 0
Alpha Ratio 0
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
31 Aug 14₹10,000
31 Aug 15₹7,507
31 Aug 16₹8,103
31 Aug 17₹7,509
31 Aug 18₹9,668
31 Aug 19₹8,157

DSP BlackRock World Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

Returns for DSP BlackRock World Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Sep 19

DurationReturns
1 Month 7.1%
3 Month 2.4%
6 Month 0.4%
1 Year -12.7%
3 Year 2.6%
5 Year -2.6%
10 Year
15 Year
Since launch 2.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.3%
2017 -1.9%
2016 22.5%
2015 -20.9%
2014 -5.5%
2013 31.2%
2012 -4.8%
2011 2.3%
2010 6.4%
2009
Fund Manager information for DSP BlackRock World Energy Fund
NameSinceTenure
Jay Kothari1 Mar 136.25 Yr.

Data below for DSP BlackRock World Energy Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Energy64.79%
Industrials9.07%
Utility8.32%
Technology6.67%
Basic Materials5.05%
Consumer Cyclical0.68%
Financial Services0%
Asset Allocation
Asset ClassValue
Cash3.02%
Equity94.57%
Other2.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Energy I2
Investment Fund | -
66%₹11 Cr94,343
↓ -3,327
BGF Sustainable Energy I2
Investment Fund | -
31%₹5 Cr70,493
↓ -2,441
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹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 and too large, can hinder a fund’s performance. Less AUM (Asset Under Management) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM (Asset Under Management) is approximately same as the category.

2. Fund Performance

To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period and see if the fund is able to beat the benchmark or not.

3. Total Expense Ratio

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

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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SHRIRAM M JOSHI, posted on 28 Apr 19 7:25 PM

very helpful

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Want to know about MF

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