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Best Performing Mutual Funds in India for 2022 - 2023

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Best Performing Mutual Funds 2022 - 2023

Updated on May 16, 2022 , 149470 views

Mutual Funds in India have grown over the years. As a result, the best performing funds in the Market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc.

Best Performing Mutual Funds

The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing mutual funds in India along with guidelines to choose the best fund.

Why to Invest in Mutual Funds?

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

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

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

1. Liquidity

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

2. Diversification

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

3. Well-Regulated

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

4. Expert Management

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

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Best Equity Mutual Funds 2022 - 2023

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 (%)2021 (%)
IDBI India Top 100 Equity Fund Growth ₹36.35
↓ -0.01
₹586-6.3-9.510.116.29.831.2
Canara Robeco Bluechip Equity Fund Growth ₹37.84
↑ 0.02
₹6,647-7.7-10.94.81612.924.5
Kotak Bluechip Fund Growth ₹343.545
↑ 0.31
₹4,132-6.3-10.77.114.811.127.7
BNP Paribas Large Cap Fund Growth ₹129.357
↓ -0.10
₹1,306-6.4-9.56.614.210.722.1
ICICI Prudential Bluechip Fund Growth ₹61.38
↓ -0.15
₹31,688-6.2-7.910.414.111.729.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Axis Mid Cap Fund Growth ₹61.89
↑ 0.11
₹17,645-5.1-148.820.916.639.9
PGIM India Midcap Opportunities Fund Growth ₹39.36
↑ 0.10
₹4,887-6-11.1163215.963.8
Edelweiss Mid Cap Fund Growth ₹46.55
↑ 0.10
₹1,920-3.4-1011.622.913.450.3
Kotak Emerging Equity Scheme Growth ₹67.909
↑ 0.21
₹18,635-2.7-7.313.722.713.447.3
Invesco India Mid Cap Fund Growth ₹79.31
↓ -0.10
₹2,262-5.8-11.410.619.81343.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
SBI Small Cap Fund Growth ₹99.5019
↓ -0.08
₹11,577-2.2-6.116.326.21847.6
Nippon India Small Cap Fund Growth ₹79.9254
↑ 0.23
₹19,214-3.2-5.422.627.716.574.3
Kotak Small Cap Fund Growth ₹152.529
↑ 0.61
₹7,236-4.4-10.419.331.516.170.9
ICICI Prudential Smallcap Fund Growth ₹48.32
↑ 0.39
₹3,570-1.3-7.523.526.113.461
HDFC Small Cap Fund Growth ₹67.392
↓ -0.06
₹12,677-5.6-9.115.617.81364.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Parag Parikh Long Term Equity Fund Growth ₹45.614
↑ 0.16
₹21,768-5.8-11.511.922.617.945.5
Mahindra Badhat Yojana Growth ₹19.1947
↓ -0.09
₹1,099-4.2-9.415.52213.950.8
PGIM India Diversified Equity Fund Growth ₹23.49
↓ -0.04
₹4,083-8.4-14.36.521.913.743.5
Baroda Pioneer Multi Cap Fund Growth ₹155.676
↑ 0.03
₹1,754-7.4-121417.91147.9
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
BOI AXA Tax Advantage Fund Growth ₹88.92
↓ -0.04
₹593-6.8-13.76.921.914.741.5
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
IDFC Tax Advantage (ELSS) Fund Growth ₹91.32
↓ -0.03
₹3,716-4.7-6.513.11913.549.2
Mirae Asset Tax Saver Fund Growth ₹28.688
↓ -0.07
₹11,790-6-10.18.118.91535.3
Canara Robeco Equity Tax Saver Growth ₹104.89
↑ 0.19
₹3,586-8-126.618.214.235.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Technology Fund Growth ₹137.21
↓ -0.88
₹8,742-10.5-16.921.833.127.775.7
Aditya Birla Sun Life Digital India Fund Growth ₹117.3
↓ -0.52
₹3,398-10.7-15.31731.326.970.5
TATA Digital India Fund Growth ₹32.1582
↓ -0.08
₹5,894-10.9-16.720.52927.974.4
SBI Technology Opportunities Fund Growth ₹133.655
↓ -0.06
₹2,633-9.1-15.519.927.824.666.4
TATA Resources & Energy Fund Growth ₹27.7065
↓ -0.12
₹208-2.1-2.97.926.514.146.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Value Discovery Fund Growth ₹245.98
↓ -0.20
₹23,149-2.5-0.518.320.412.738.5
IDFC Sterling Value Fund Growth ₹84.22
↑ 0.13
₹4,514-3.9-3.51920.112.264.5
Templeton India Value Fund Growth ₹384.367
↓ -1.72
₹633-4-6.716.416.69.944.5
Nippon India Value Fund Growth ₹113.463
↓ -0.07
₹4,394-5.7-8.812.116.511.739.4
UTI Value Opportunities Fund Growth ₹91.8863
↓ -0.09
₹6,615-6.7-10.37.315.911.630.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
IIFL Focused Equity Fund Growth ₹26.6376
↓ -0.05
₹2,824-9.9-14.48.818.814.736.4
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
Principal Focused Multicap Fund Growth ₹98.6278
↓ -0.56
₹694-8.3-12.95.516.412.233.7
Nippon India Focused Equity Fund Growth ₹72.5589
↓ -0.39
₹5,814-5.3-8.810.916.110.936.6
ICICI Prudential Focused Equity Fund Growth ₹45.65
↓ -0.08
₹3,091-6-9.31015.71136.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Best Debt Funds 2022 - 2023

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 (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Ultra Short Duration Fund Growth ₹3,286.79
↑ 0.22
₹3,0850.61.77.34.37.85.16%5M 20D7M 9D
UTI Ultra Short Term Fund Growth ₹3,464.34
↑ 0.29
₹1,8420.51.45.84.36.14.68%5M 17D5M 24D
ICICI Prudential Ultra Short Term Fund Growth ₹22.4688
↑ 0.00
₹12,2990.61.63.65.644.61%3M 4D3M 25D
Aditya Birla Sun Life Savings Fund Growth ₹440.85
↑ 0.12
₹14,6680.61.63.75.83.94.98%6M 25D6M 29D
SBI Magnum Ultra Short Duration Fund Growth ₹4,848.59
↑ 0.72
₹11,0600.51.53.253.44.45%6M6M 11D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Short Term Debt Fund Growth ₹25.4984
↑ 0.01
₹14,636-0.40.32.77.13.95.6%1Y 11M 27D2Y 10M 18D
ICICI Prudential Short Term Fund Growth ₹47.6546
↑ 0.02
₹18,3760.10.52.973.95.74%1Y 5M 23D4Y 4D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹38.0924
↑ 0.01
₹8,42700.83.173.85.79%1Y 5M 8D2Y 1M 17D
Axis Short Term Fund Growth ₹24.7605
↑ 0.01
₹10,350-0.20.62.76.83.55.5%1Y 9M 4D2Y 7M 6D
Nippon India Short Term Fund Growth ₹42.3492
↑ 0.01
₹7,461-0.70.32.66.64.45.75%1Y 11M 16D2Y 4M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,360.41
↑ 0.28
₹25,6240.30.91.73.43.33.88%1M 12D1M 13D
UTI Liquid Cash Plan Growth ₹3,482.04
↑ 0.44
₹27,7790.30.91.73.43.33.9%1M 28D1M 27D
SBI Liquid Fund Growth ₹3,324.85
↑ 0.41
₹56,3750.30.81.73.43.33.81%1M 10D1M 10D
Aditya Birla Sun Life Liquid Fund Growth ₹341.862
↑ 0.04
₹29,7350.20.81.73.43.33.98%1M 13D1M 13D
DSP BlackRock Liquidity Fund Growth ₹3,031.37
↑ 0.37
₹8,5580.30.91.73.43.33.93%1M 6D1M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Banking & PSU Debt Fund Growth ₹19.9141
↑ 0.00
₹17,535-0.10.72.67.33.44.77%11M 8D1Y 7D
Kotak Banking and PSU Debt fund Growth ₹52.3612
↑ 0.01
₹8,929-0.50.33.17.23.95.63%2Y 1M 20D4Y 25D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹294.701
↑ 0.06
₹11,213-0.20.62.97.23.65.41%1Y 7M 28D2Y 3M 7D
HDFC Banking and PSU Debt Fund Growth ₹18.5036
↑ 0.00
₹6,793-0.40.32.673.75.38%1Y 11M 9D2Y 11M 9D
ICICI Prudential Banking and PSU Debt Fund Growth ₹26.1021
↑ 0.00
₹10,7990.30.53.46.94.25.77%2Y 2M 12D5Y 10M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Credit Risk Debt Fund Growth ₹19.2268
↑ 0.00
₹8,967-0.80.43.87.876.84%2Y 5M 19D3Y 2M 24D
ICICI Prudential Regular Savings Fund Growth ₹25.0582
↑ 0.01
₹8,333-0.11.44.97.86.27.08%1Y 8M 26D2Y 9M 7D
Baroda Pioneer Credit Risk Fund Growth ₹17.6029
↑ 0.00
₹205-0.31.112.37.319.26.59%2Y 1M 17D2Y 10M 2D
SBI Credit Risk Fund Growth ₹35.9889
↑ 0.00
₹3,191-0.113.96.755.96%1Y 4M 13D1Y 8M 23D
Franklin India Credit Risk Fund Growth ₹23.5437
↑ 0.00
₹3364.74.810.96.413.80%4Y 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
L&T Triple Ace Bond Fund Growth ₹58.181
↑ 0.02
₹8,874-2.2-1.71.27.83.86.63%4Y 9M 22D6Y 4M 13D
Sundaram Corporate Bond Fund Growth ₹32.4207
↑ 0.00
₹1,109-0.10.72.67.53.55%1Y 1M 4D1Y 2M 14D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹89.3266
↑ 0.02
₹15,461-0.40.52.87.445.78%1Y 8M 12D2Y 9M
HDFC Corporate Bond Fund Growth ₹25.8055
↑ 0.01
₹23,610-0.9-0.22.47.23.95.73%2Y 7M 7D4Y 6M 16D
ICICI Prudential Corporate Bond Fund Growth ₹23.6044
↑ 0.01
₹16,8580.10.63.27.14.15.7%1Y 4M 17D4Y 5M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Edelweiss Government Securities Fund Growth ₹19.6556
↑ 0.01
₹113-1.1-0.81.58.24.15.2%3Y 7M 6D5Y 9M 22D
DSP BlackRock Government Securities Fund Growth ₹75.612
↑ 0.01
₹414-0.9-0.81.78.13.14.78%1Y 9M 7D2Y 1M 6D
SBI Magnum Gilt Fund Growth ₹51.8161
↑ 0.01
₹3,554-0.4-0.128.134.43%1Y 1M 28D1Y 4M 2D
Axis Gilt Fund Growth ₹20.2428
↑ 0.00
₹128-0.9-0.71.37.92.45.98%3Y 5M 8D5Y 7M 28D
ICICI Prudential Gilt Fund Growth ₹80.3883
↑ 0.01
₹2,268-0.4-1.22.47.93.85.62%2Y 5M 5D9Y 2M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Best Hybrid Funds 2022 - 2023

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 (%)2021 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.2
↓ -0.13
₹367-5.7-9.314.420.412.554.5
ICICI Prudential Equity and Debt Fund Growth ₹219.13
↓ -0.74
₹19,274-2-0.820.618.613.441.7
ICICI Prudential Multi-Asset Fund Growth ₹427.974
↓ -0.68
₹13,115-0.11.720.91812.934.7
Kotak Equity Hybrid Fund Growth ₹38.097
↑ 0.05
₹2,512-3.5-5.69.416.310.628.9
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.2
↓ -0.13
₹367-5.7-9.314.420.412.554.5
ICICI Prudential Equity and Debt Fund Growth ₹219.13
↓ -0.74
₹19,274-2-0.820.618.613.441.7
Kotak Equity Hybrid Fund Growth ₹38.097
↑ 0.05
₹2,512-3.5-5.69.416.310.628.9
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
BNP Paribas Substantial Equity Hybrid Fund Growth ₹17.3158
↓ 0.00
₹775-4.7-7.34.214.611.222.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.2
↓ -0.13
₹367-5.7-9.314.420.412.554.5
ICICI Prudential Equity and Debt Fund Growth ₹219.13
↓ -0.74
₹19,274-2-0.820.618.613.441.7
ICICI Prudential Multi-Asset Fund Growth ₹427.974
↓ -0.68
₹13,115-0.11.720.91812.934.7
Kotak Equity Hybrid Fund Growth ₹38.097
↑ 0.05
₹2,512-3.5-5.69.416.310.628.9
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Edelweiss Arbitrage Fund Growth ₹15.8053
↑ 0.01
₹6,1970.81.94.14.55.23.8
Kotak Equity Arbitrage Fund Growth ₹30.4005
↑ 0.02
₹23,8260.91.94.14.55.24
L&T Arbitrage Opportunities Fund Growth ₹15.587
↑ 0.01
₹3,4090.71.63.64.45.13.7
Invesco India Arbitrage Fund Growth ₹25.8785
↑ 0.01
₹88012.34.14.453.5
UTI Arbitrage Fund Growth ₹28.5846
↑ 0.02
₹5,3800.71.73.94.45.13.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Edelweiss Balanced Advantage Fund Growth ₹34.16
↑ 0.01
₹7,843-3.9-5.75.913.710.518.8
HDFC Balanced Advantage Fund Growth ₹281.087
↓ -0.99
₹43,052-0.3-0.113.813.39.726.4
ICICI Prudential Balanced Advantage Fund Growth ₹48.85
↓ -0.02
₹39,479-1-1.27.711.59.715.1
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹70.13
↓ -0.10
₹6,744-2.9-4.73.710.57.613.4
Nippon India Balanced Advantage Fund Growth ₹117.636
↓ -0.02
₹5,916-1.9-45.59.37.915.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Multi-Asset Fund Growth ₹427.974
↓ -0.68
₹13,115-0.11.720.91812.934.7
Edelweiss Multi Asset Allocation Fund Growth ₹36.71
↓ -0.01
₹188-3.8-4.510.813.810.627.1
HDFC Multi-Asset Fund Growth ₹45.904
↓ -0.02
₹1,505-2.4-4.97.813.69.317.9
Axis Triple Advantage Fund Growth ₹27.7753
↑ 0.01
₹1,745-7.2-12.23.713.310.322.8
SBI Multi Asset Allocation Fund Growth ₹36.5229
↑ 0.05
₹551-1.8-3.15.611.98.413
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Principal Equity Savings Fund Growth ₹48.9244
↓ -0.10
₹334-2.4-3.69.311.18.518.2
SBI Equity Savings Fund Growth ₹16.9329
↑ 0.01
₹2,309-2.2-2.85.59.67.613.2
HDFC Equity Savings Fund Growth ₹47.295
↓ -0.04
₹2,565-1.5-1.67.59.17.416.8
Kotak Equity Savings Fund Growth ₹18.3787
↑ 0.00
₹1,787-0.2-0.48.59.18.311.1
Edelweiss Equity Savings Fund Growth ₹17.9094
↑ 0.01
₹321-1.7-2.95.398.111.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹27.567
↑ 0.00
₹2,099-2.1-6.514.91913.342.5
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹18.5679
↑ 0.01
₹717-7.6-11.75.812.810.526.7
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹23.403
↓ -0.04
₹802-3.8-8.8512.610.324.6
Tata Retirement Savings Fund - Progressive Growth ₹38.7517
↓ -0.13
₹1,196-5.8-13.42.8119.123.3
Tata Retirement Savings Fund-Moderate Growth ₹39.5665
↓ -0.10
₹1,574-5-10.93.910.38.620.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Top 5 Gold Funds 2022 - 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Kotak Gold Fund Growth ₹20.4336
↓ -0.03
₹1,2640.71.22.415.410.7-4.7
Axis Gold Fund Growth ₹15.4594
↓ -0.02
₹2591.42.72.915.310.7-4.7
SBI Gold Fund Growth ₹15.4
↓ -0.04
₹1,1440.91.83.115.210.6-5.7
HDFC Gold Fund Growth ₹15.7996
↓ -0.09
₹1,3340.522.815.110.3-5.5
Nippon India Gold Savings Fund Growth ₹20.2573
↓ -0.07
₹1,4490.31.62.61510-5.5
ICICI Prudential Regular Gold Savings Fund Growth ₹16.3459
↓ -0.07
₹7100.61.8314.59.9-5.4
IDBI Gold Fund Growth ₹13.6463
↓ -0.13
₹410.81.8414.49.6-4
Aditya Birla Sun Life Gold Fund Growth ₹15.3917
↓ -0.02
₹2670.50.6314.410-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

Best Mutual Funds Based on 1 Month Performance

1. UTI Bond Fund

(Erstwhile UTI - Bond Fund)

The Scheme will retain the flexibility to invest in the entire range of debt and money market instruments. The flexibility is being retained to adjust the portfolio in response to a change in the risk to return equation for asset classes under investment, with a view to maintain risks within manageable limits.

UTI Bond Fund is a Debt - Medium to Long term fund was launched on 4 May 98. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.7% since its launch.  Ranked 11 in Medium to Long term category.  Return for 2021 was 9.4% , 2020 was 1.1% and 2019 was -5.8% .

Below is the key information for UTI Bond Fund

UTI Bond Fund
Growth
Launch Date 4 May 98
NAV (18 May 22) ₹58.9779 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹287 on 31 Mar 22
Category Debt - Medium to Long term
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0
Sharpe Ratio 0.83
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 5.66%
Effective Maturity 6 Years 11 Months 26 Days
Modified Duration 3 Years 10 Months 6 Days

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,343
30 Apr 19₹10,289
30 Apr 20₹9,560
30 Apr 21₹10,152
30 Apr 22₹10,998

UTI Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹191,330.
Net Profit of ₹11,330
Invest Now

Returns for UTI Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month 7.6%
3 Month 6.6%
6 Month 6.2%
1 Year 16.1%
3 Year 4.7%
5 Year 3.2%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 9.4%
2020 1.1%
2019 -5.8%
2018 4%
2017 3.6%
2016 13.9%
2015 6.3%
2014 15.6%
2013 4%
2012 10.5%
Fund Manager information for UTI Bond Fund
NameSinceTenure
Amandeep Chopra31 Jan 1210.25 Yr.

Data below for UTI Bond Fund as on 31 Mar 22

Asset Allocation
Asset ClassValue
Cash8.49%
Debt91.51%
Debt Sector Allocation
SectorValue
Government78.38%
Corporate13.13%
Cash Equivalent8.49%
Credit Quality
RatingValue
AA9.59%
AAA81.02%
Below B9.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.1% Govt Stock 2031
Sovereign Bonds | -
16%₹46 Cr500,000,000
5.53% Govt Stock 2033
Sovereign Bonds | -
16%₹45 Cr450,000,000
6.54% Govt Stock 2032
Sovereign Bonds | -
13%₹38 Cr400,000,000
↑ 250,000,000
5.22% Govt Stock 2025
Sovereign Bonds | -
12%₹34 Cr350,000,000
↓ -250,000,000
Jorabat Shillong Expressway Limited
Debentures | -
9%₹25 Cr4,942
Punjab National Bank
Debentures | -
5%₹15 Cr150
Food Corporation Of India
Debentures | -
5%₹15 Cr150
6.67% Govt Stock 2035
Sovereign Bonds | -
5%₹14 Cr150,000,000
Piramal Capital & Housing Finance Limited
Debentures | -
4%₹10 Cr123,219
182 Dtb 29092022
Sovereign Bonds | -
3%₹10 Cr100,000,000

2. UTI Dynamic Bond Fund

The investment objective of the scheme is to generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

UTI Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 16 Jun 10. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 3 in Dynamic Bond category.  Return for 2021 was 10.8% , 2020 was 5.9% and 2019 was -3.9% .

Below is the key information for UTI Dynamic Bond Fund

UTI Dynamic Bond Fund
Growth
Launch Date 16 Jun 10
NAV (18 May 22) ₹25.0614 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹355 on 31 Mar 22
Category Debt - Dynamic Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.18
Sharpe Ratio 0.83
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 4.69%
Effective Maturity 4 Years 10 Months 17 Days
Modified Duration 2 Years 10 Months 2 Days

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,396
30 Apr 19₹10,436
30 Apr 20₹10,429
30 Apr 21₹10,994
30 Apr 22₹12,151

UTI Dynamic Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for UTI Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month 7.5%
3 Month 7.4%
6 Month 7.1%
1 Year 18.5%
3 Year 7.7%
5 Year 5.3%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 10.8%
2020 5.9%
2019 -3.9%
2018 5.2%
2017 4.2%
2016 14.9%
2015 6.9%
2014 14.7%
2013 7.6%
2012 11.2%
Fund Manager information for UTI Dynamic Bond Fund
NameSinceTenure
Sudhir Agarwal1 Dec 210.41 Yr.

Data below for UTI Dynamic Bond Fund as on 31 Mar 22

Asset Allocation
Asset ClassValue
Cash33.3%
Debt66.7%
Debt Sector Allocation
SectorValue
Government46.31%
Corporate27.06%
Cash Equivalent26.62%
Credit Quality
RatingValue
AA10.21%
AAA74.7%
Below B15.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.53% Govt Stock 2033
Sovereign Bonds | -
11%₹40 Cr400,000,000
6.54% Govt Stock 2032
Sovereign Bonds | -
8%₹29 Cr300,000,000
↑ 300,000,000
National Bank For Agriculture And Rural Development
Debentures | -
7%₹25 Cr250
5.22% Govt Stock 2025
Sovereign Bonds | -
7%₹24 Cr250,000,000
Jorabat Shillong Expressway Limited
Debentures | -
6%₹23 Cr4,619
Jorabat Shillong Expressway Limited
Debentures | -
6%₹21 Cr4,282
182 Dtb 15092022
Sovereign Bonds | -
5%₹20 Cr200,000,000
6.1% Govt Stock 2031
Sovereign Bonds | -
5%₹18 Cr200,000,000
↑ 200,000,000
Piramal Capital & Housing Finance Limited
Debentures | -
3%₹10 Cr123,219
Punjab National Bank
Debentures | -
3%₹10 Cr100

3. UTI Banking & PSU Debt Fund

The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs).

UTI Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 3 Feb 14. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 3 in Banking & PSU Debt category.  Return for 2021 was 2.8% , 2020 was 8.9% and 2019 was -1% .

Below is the key information for UTI Banking & PSU Debt Fund

UTI Banking & PSU Debt Fund
Growth
Launch Date 3 Feb 14
NAV (18 May 22) ₹17.5983 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹290 on 31 Mar 22
Category Debt - Banking & PSU Debt
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.32
Sharpe Ratio 0.02
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 4.67%
Effective Maturity 1 Year 8 Months 1 Day
Modified Duration 1 Year 4 Months 20 Days

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,610
30 Apr 19₹10,457
30 Apr 20₹11,342
30 Apr 21₹12,100
30 Apr 22₹12,441

UTI Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for UTI Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month 5.7%
3 Month 5.6%
6 Month 6.6%
1 Year 8.3%
3 Year 7.7%
5 Year 5.5%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 2.8%
2020 8.9%
2019 -1%
2018 6.8%
2017 6.4%
2016 11.7%
2015 8.6%
2014
2013
2012
Fund Manager information for UTI Banking & PSU Debt Fund
NameSinceTenure
Anurag Mittal1 Dec 210.41 Yr.

Data below for UTI Banking & PSU Debt Fund as on 31 Mar 22

Asset Allocation
Asset ClassValue
Cash29.1%
Debt70.9%
Debt Sector Allocation
SectorValue
Government42.8%
Cash Equivalent29.1%
Corporate28.1%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Limited
Debentures | -
9%₹26 Cr250
Export Import Bank Of India
Debentures | -
9%₹26 Cr250
Power Finance Corporation Ltd.
Debentures | -
9%₹25 Cr250
Axis Bank Limited
Debentures | -
7%₹20 Cr200
Indian Railway Finance Corporation Limited
Debentures | -
7%₹20 Cr200
Oil And Natural Gas Corporation Limited
Debentures | -
5%₹15 Cr150
National Bank For Agriculture And Rural Development
Debentures | -
5%₹15 Cr150
Housing And Urban Development Corporation Limited
Debentures | -
4%₹13 Cr125
Hindustan Petroleum Corporation Limited
Debentures | -
4%₹10 Cr100
Small Industries Development Bank Of India
Debentures | -
3%₹10 Cr100

4. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,443
30 Apr 19₹12,077
30 Apr 20₹9,802
30 Apr 21₹15,152

HDFC Long Term Advantage 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

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

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

5. Principal Asset Allocation Fund of Funds Aggressive Plan

The objective of the Plan is to provide long term total return by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs.

Principal Asset Allocation Fund of Funds Aggressive Plan is a Others - Fund of Fund fund was launched on 14 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.7% since its launch. .

Below is the key information for Principal Asset Allocation Fund of Funds Aggressive Plan

Principal Asset Allocation Fund of Funds Aggressive Plan
Growth
Launch Date 14 Dec 15
NAV (23 Dec 20) ₹15.3751 ↑ 0.19   (1.28 %)
Net Assets (Cr) ₹3 on 30 Nov 20
Category Others - Fund of Fund
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.26
Information Ratio -0.78
Alpha Ratio -1.08
Min Investment 5,000
Min SIP Investment 2,000
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,167
30 Apr 19₹11,199
30 Apr 20₹9,456

Principal Asset Allocation Fund of Funds Aggressive Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Principal Asset Allocation Fund of Funds Aggressive Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month 3.2%
3 Month 16.9%
6 Month 26.3%
1 Year 10.2%
3 Year 3.3%
5 Year 8.5%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Principal Asset Allocation Fund of Funds Aggressive Plan
NameSinceTenure

Data below for Principal Asset Allocation Fund of Funds Aggressive Plan as on 30 Nov 20

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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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