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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2025 - 2026
- Best Debt Funds 2025 - 2026
- Best Hybrid Funds 2025 - 2026
- Top 5 Gold Funds 2025 - 2026
- Best Mutual Funds Based on 1 Month Performance
- How to Invest in Best Mutual Funds Online?
- Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
Top 5 Funds
Best Performing Mutual Funds 2025 - 2026
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.
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 2025 - 2026
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹88.9903
↓ -0.09 ₹37,546 10.5 5.1 10.9 24.3 28.9 18.2 DSP BlackRock TOP 100 Equity Growth ₹473.467
↑ 0.51 ₹5,070 9.5 5.8 16.8 22.4 23.3 20.5 ICICI Prudential Bluechip Fund Growth ₹109.26
↓ -0.10 ₹64,963 9.5 5.9 12 22.1 26.2 16.9 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 HDFC Top 100 Fund Growth ₹1,130.15
↓ -1.51 ₹36,109 7.7 4 8.8 20.7 25.6 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹99.3442
↓ -0.08 ₹26,028 8.5 -2.8 19.2 32.5 38.3 57.1 Edelweiss Mid Cap Fund Growth ₹97.439
↑ 0.27 ₹8,634 13.5 2.3 18.8 28.8 34.1 38.9 ICICI Prudential MidCap Fund Growth ₹284.01
↑ 0.41 ₹5,796 14 3.6 9.2 25.2 32.6 27 SBI Magnum Mid Cap Fund Growth ₹233.85
↑ 1.08 ₹20,890 9.9 2.1 9.3 21.4 32.5 20.3 Kotak Emerging Equity Scheme Growth ₹128.092
↑ 0.27 ₹48,129 12.2 -0.8 13 24.4 32.2 33.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Emerging Businesses Fund Growth ₹78.9557
↑ 0.47 ₹13,334 10.4 -5.7 2.9 24.1 37.3 28.5 Franklin India Smaller Companies Fund Growth ₹169.817
↑ 0.61 ₹11,970 12.8 -0.8 4.6 27.7 37 23.2 HDFC Small Cap Fund Growth ₹133.253
↑ 0.81 ₹30,223 11 -1.3 6.9 26.4 36.9 20.4 ICICI Prudential Smallcap Fund Growth ₹84.52
↑ 0.74 ₹7,392 10.4 -1.1 4 21.2 35.8 15.6 Kotak Small Cap Fund Growth ₹252.467
↑ 1.45 ₹15,706 9.3 -5.7 5.3 18.9 35.3 25.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Multicap Fund Growth ₹97.0208
↓ -0.27 ₹5,263 6.2 -3 3.8 28 29.5 33.3 Nippon India Multi Cap Fund Growth ₹290.441
↑ 1.36 ₹38,637 12.6 1.9 8.7 27.9 34.8 25.8 HDFC Equity Fund Growth ₹1,957.82
↑ 0.88 ₹69,639 9.9 6.2 17 27.3 32.4 23.5 Motilal Oswal Multicap 35 Fund Growth ₹59.959
↓ -0.18 ₹12,267 9.8 2.8 18 26.1 24.2 45.7 ICICI Prudential Multicap Fund Growth ₹782.2
↑ 0.16 ₹13,938 9.3 3 11 24.8 28.7 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹50.6133
↓ -0.04 ₹3,817 15.9 0.5 14.9 29.9 29.2 47.7 SBI Magnum Tax Gain Fund Growth ₹430.931
↓ -0.58 ₹27,730 8.2 3.1 10.6 28.7 30.5 27.7 HDFC Tax Saver Fund Growth ₹1,394.72
↑ 0.57 ₹15,556 9.7 6.3 14.7 26.3 29.7 21.3 Franklin India Taxshield Growth ₹1,469.14
↓ -5.36 ₹6,359 9.9 3.7 12.7 23.6 29 22.4 L&T Tax Advantage Fund Growth ₹131.497
↑ 0.10 ₹3,871 12 2.3 11.9 23.6 25.3 33 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹63.29
↓ -0.10 ₹1,217 21.9 5.3 4.1 36.1 31.7 25.6 Franklin India Opportunities Fund Growth ₹246.185
↓ -1.23 ₹6,047 11.4 3 10.4 36.1 34.2 37.3 SBI PSU Fund Growth ₹31.7233
↑ 0.15 ₹4,789 15.5 2.8 0.8 35.4 33 23.5 HDFC Infrastructure Fund Growth ₹47.337
↑ 0.40 ₹2,329 15.3 2.9 6 35.1 37.7 23 Nippon India Power and Infra Fund Growth ₹342.153
↑ 0.06 ₹6,849 16.1 1.2 2.2 34 36.8 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹96.6342
↓ -0.45 ₹988 9.6 -1.8 3.9 28.6 31.1 25.1 L&T India Value Fund Growth ₹106.95
↑ 0.33 ₹12,600 11.5 2 10.2 26.9 31.3 25.9 Nippon India Value Fund Growth ₹222.125
↓ -0.33 ₹8,101 9.9 3.2 10.7 26.2 31.6 22.3 ICICI Prudential Value Discovery Fund Growth ₹463.42
↑ 0.53 ₹49,131 8.9 5.7 14.8 24.5 31.3 20 Aditya Birla Sun Life Pure Value Fund Growth ₹122.177
↑ 0.08 ₹5,791 10.2 -1.2 6.2 23.7 28.1 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Focused 30 Fund Growth ₹226.451
↑ 0.03 ₹17,227 9.7 6.1 17 27 32.2 24 ICICI Prudential Focused Equity Fund Growth ₹89.77
↓ -0.17 ₹10,484 12.4 7.6 16 26.1 28.9 26.5 DSP BlackRock Focus Fund Growth ₹54.314
↑ 0.14 ₹2,447 10.6 4.9 14.7 21.8 23.4 18.5 IIFL Focused Equity Fund Growth ₹46.3206
↓ -0.14 ₹6,730 9.1 2.8 7.7 21.3 26.2 14.7 Franklin India Focused Equity Fund Growth ₹105.423
↓ -0.23 ₹11,396 7.9 2.5 8.3 21.2 27.5 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Best Debt Funds 2025 - 2026
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹544.313
↑ 0.41 ₹13,294 2.3 4.1 8 7.3 7.9 7.75% 6M 25D 7M 28D ICICI Prudential Ultra Short Term Fund Growth ₹27.4964
↑ 0.02 ₹12,674 2.1 3.9 7.6 7 7.5 7.53% 5M 8D 7M 28D Invesco India Ultra Short Term Fund Growth ₹2,677.59
↑ 1.44 ₹859 2.1 3.8 7.4 6.8 7.5 7.49% 6M 13D 7M 2D SBI Magnum Ultra Short Duration Fund Growth ₹5,931.53
↑ 3.76 ₹12,470 2.1 3.8 7.6 7 7.4 7.28% 5M 8D 8M 16D Nippon India Ultra Short Duration Fund Growth ₹4,000.69
↑ 2.52 ₹6,498 2.1 3.8 7.4 6.8 7.2 7.73% 5M 4D 7M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% ICICI Prudential Short Term Fund Growth ₹59.9795
↑ 0.05 ₹20,428 3.2 5 9.2 8 7.8 7.6% 2Y 9M 29D 4Y 10M 17D HDFC Short Term Debt Fund Growth ₹31.9427
↑ 0.03 ₹14,208 3.3 5.1 9.5 7.8 8.3 7.47% 2Y 9M 22D 4Y 2M 5D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.466
↑ 0.04 ₹8,068 3.2 5.2 9.4 7.6 7.9 7.49% 2Y 9M 7D 3Y 8M 1D Axis Short Term Fund Growth ₹30.8337
↑ 0.02 ₹9,024 3.4 5.4 9.6 7.6 8 7.48% 2Y 9M 4D 3Y 7M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,886.28
↑ 0.57 ₹32,609 0.5 1.8 3.6 7.3 7.4 7.08% 2M 4D 2M 4D LIC MF Liquid Fund Growth ₹4,686.63
↑ 0.92 ₹9,367 0.5 1.7 3.5 7.2 7.4 8.34% 1M 29D 2M DSP BlackRock Liquidity Fund Growth ₹3,700.72
↑ 0.78 ₹15,829 0.5 1.8 3.5 7.3 7.4 6.95% 1M 20D 1M 28D Invesco India Liquid Fund Growth ₹3,562.89
↑ 0.70 ₹10,945 0.5 1.8 3.6 7.3 7.4 7.01% 2M 5D 2M 5D ICICI Prudential Liquid Fund Growth ₹383.775
↑ 0.08 ₹42,293 0.5 1.8 3.5 7.2 7.4 6.99% 2M 5D 2M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹32.6748
↑ 0.03 ₹10,368 3.2 5.1 9.1 7.8 7.9 7.3% 3Y 5M 16D 5Y 6M 25D Kotak Banking and PSU Debt fund Growth ₹65.3764
↑ 0.06 ₹6,011 3.5 5.2 9.6 7.7 8 7.28% 3Y 6M 29D 5Y 4M 6D Nippon India Banking & PSU Debt Fund Growth ₹20.7684
↑ 0.02 ₹5,702 3.7 5.4 9.6 7.6 7.9 7.37% 3Y 9M 25D 5Y 3M 7D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹366.674
↑ 0.36 ₹8,588 3.5 5.3 9.5 7.5 7.9 7.22% 3Y 6M 7D 4Y 9M HDFC Banking and PSU Debt Fund Growth ₹23.0011
↑ 0.02 ₹5,996 3.5 5.3 9.5 7.5 7.9 7.25% 3Y 10M 10D 5Y 6M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP BlackRock Credit Risk Fund Growth ₹49.031
↑ 0.01 ₹207 15.8 17.9 22.4 14.4 7.8 7.81% 2Y 2M 8D 2Y 11M 12D L&T Credit Risk Fund Growth ₹32.1709
↑ 0.02 ₹598 15.6 17.5 21.8 11.2 7.2 7.89% 2Y 2M 19D 2Y 11M 5D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.162
↑ 0.02 ₹970 3.2 8.7 17.5 11.1 11.9 8.29% 2Y 5M 16D 3Y 9M 29D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,926.26
↑ 0.86 ₹144 5.2 7 10.8 9.3 7.3 7.24% 3Y 1M 10D 4Y 3M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Prime Debt Fund Growth ₹60.0132
↑ 0.04 ₹6,738 3.8 5.7 10.2 8.2 8.4 7.44% 3Y 10M 6D 5Y 2M 26D Aditya Birla Sun Life Corporate Bond Fund Growth ₹112.992
↑ 0.06 ₹24,570 3.6 5.5 10.1 8.2 8.5 7.31% 3Y 5M 16D 4Y 9M 14D HDFC Corporate Bond Fund Growth ₹32.5725
↑ 0.03 ₹32,527 3.6 5.3 10 8.1 8.6 7.31% 3Y 9M 5Y 10M 2D ICICI Prudential Corporate Bond Fund Growth ₹29.7584
↑ 0.03 ₹29,929 3.3 5.1 9.3 8 8 7.37% 2Y 11M 5D 4Y 11M 26D BNP Paribas Corporate Bond Fund Growth ₹27.4784
↑ 0.02 ₹196 3.9 5.8 10.3 7.9 8.3 7.4% 3Y 5M 12D 4Y 8M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity SBI Magnum Gilt Fund Growth ₹67.043
↓ -0.07 ₹11,489 5 6.8 11.2 9 8.9 6.97% 10Y 2M 1D 24Y 14D DSP BlackRock Government Securities Fund Growth ₹97.5223
↓ -0.13 ₹1,566 5.3 6.8 11.7 8.9 10.1 7.04% 11Y 6M 29Y 2M 26D ICICI Prudential Gilt Fund Growth ₹103.471
↑ 0.06 ₹7,133 4.5 6.4 10.7 8.8 8.2 6.94% 7Y 22D 15Y 9M 14D IDFC Government Securities Fund - Investment Plan Growth ₹35.852
↓ -0.07 ₹3,542 4.9 6.2 11 8.6 10.6 7.24% 11Y 10M 17D 28Y 3M 18D Axis Gilt Fund Growth ₹25.9003
↓ -0.04 ₹868 5.1 6.8 11.8 8.6 10 7% 10Y 2M 16D 25Y 1M 17D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Best Hybrid Funds 2025 - 2026
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.736
↓ -0.07 ₹768 5.7 -2.7 2.8 23.7 28.3 27 HDFC Balanced Advantage Fund Growth ₹513.85
↓ -0.32 ₹90,375 8 4.4 9.4 22.9 27.1 16.7 ICICI Prudential Equity and Debt Fund Growth ₹387.69
↓ -0.20 ₹40,962 9.2 7 12.7 21.7 27.9 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.64
↑ 0.14 ₹1,068 12.5 1.1 8.5 21.6 28.2 25.8 UTI Multi Asset Fund Growth ₹73.1942
↑ 0.08 ₹5,285 5.4 4.5 9.5 21 19 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.736
↓ -0.07 ₹768 5.7 -2.7 2.8 23.7 28.3 27 ICICI Prudential Equity and Debt Fund Growth ₹387.69
↓ -0.20 ₹40,962 9.2 7 12.7 21.7 27.9 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.64
↑ 0.14 ₹1,068 12.5 1.1 8.5 21.6 28.2 25.8 UTI Hybrid Equity Fund Growth ₹401.927
↑ 0.68 ₹5,910 7.1 3.8 13.5 19.8 24 19.7 DSP BlackRock Equity and Bond Fund Growth ₹358.451
↑ 0.41 ₹10,425 9 5.9 18.3 19.5 20.6 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.736
↓ -0.07 ₹768 5.7 -2.7 2.8 23.7 28.3 27 HDFC Balanced Advantage Fund Growth ₹513.85
↓ -0.32 ₹90,375 8 4.4 9.4 22.9 27.1 16.7 ICICI Prudential Equity and Debt Fund Growth ₹387.69
↓ -0.20 ₹40,962 9.2 7 12.7 21.7 27.9 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.64
↑ 0.14 ₹1,068 12.5 1.1 8.5 21.6 28.2 25.8 UTI Multi Asset Fund Growth ₹73.1942
↑ 0.08 ₹5,285 5.4 4.5 9.5 21 19 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Arbitrage Fund Growth ₹37.2106
↑ 0.04 ₹60,373 1.7 3.4 7.2 6.9 5.7 7.8 Invesco India Arbitrage Fund Growth ₹31.6768
↑ 0.04 ₹19,675 1.6 3.3 7.1 6.9 5.6 7.6 SBI Arbitrage Opportunities Fund Growth ₹33.5546
↑ 0.04 ₹30,592 1.7 3.4 7.1 6.9 5.5 7.5 HDFC Arbitrage Fund Growth ₹30.42
↑ 0.03 ₹18,350 1.6 3.3 7.1 6.8 5.4 7.7 Edelweiss Arbitrage Fund Growth ₹19.242
↑ 0.02 ₹14,003 1.6 3.3 7.1 6.8 5.5 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Balanced Advantage Fund Growth ₹513.85
↓ -0.32 ₹90,375 8 4.4 9.4 22.9 27.1 16.7 Axis Dynamic Equity Fund Growth ₹20.88
↓ -0.03 ₹2,808 6 4.6 14.1 16 15.1 17.5 Invesco India Dynamic Equity Fund Growth ₹53.04
↓ -0.07 ₹943 5.3 2.4 8.7 15.6 15.1 15.9 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹105.32
↓ -0.01 ₹7,321 8.6 6.1 13 14.9 17 13 ICICI Prudential Balanced Advantage Fund Growth ₹72.77
↓ -0.09 ₹60,591 6.8 5.7 11.8 14.7 17.7 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹73.1942
↑ 0.08 ₹5,285 5.4 4.5 9.5 21 19 20.7 ICICI Prudential Multi-Asset Fund Growth ₹746.123
↑ 0.97 ₹55,360 6.3 8 13.3 20.9 26.4 16.1 Edelweiss Multi Asset Allocation Fund Growth ₹62.55
↑ 0.02 ₹2,487 8.2 5.2 12.9 20.2 22.9 20.2 SBI Multi Asset Allocation Fund Growth ₹57.9035
↑ 0.17 ₹7,674 5.9 5.8 10.2 17.1 15.7 12.8 HDFC Multi-Asset Fund Growth ₹70.404
↑ 0.10 ₹3,837 6.4 6.1 11.8 15.8 19.2 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Equity Savings Fund Growth ₹32.3954
↓ -0.02 ₹624 5.3 1 8.1 13.1 15.6 24 Principal Equity Savings Fund Growth ₹69.6303
↑ 0.02 ₹976 4.6 4.4 9.9 12.7 15.2 12.6 SBI Equity Savings Fund Growth ₹23.6496
↑ 0.02 ₹5,671 6.3 3.2 9.3 12.2 14.1 12 Kotak Equity Savings Fund Growth ₹25.7734
↓ -0.03 ₹8,043 5.3 3.9 8.4 12.2 13.2 11.7 HDFC Equity Savings Fund Growth ₹65.312
↑ 0.06 ₹5,460 4.5 3.4 7.8 11.6 14 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹50.359
↑ 0.10 ₹5,983 9.3 3.6 11.4 23.1 30 18 ICICI Prudential Child Care Plan (Gift) Growth ₹318.32
↑ 0.15 ₹1,273 10.2 6.4 9.6 20.6 21.9 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.43
↑ 0.07 ₹1,567 7.6 3.2 9.9 18.5 21.7 14 Tata Retirement Savings Fund - Progressive Growth ₹64.4695
↓ -0.10 ₹1,914 11.2 2.1 11.3 19.3 20.4 21.7 Tata Retirement Savings Fund-Moderate Growth ₹63.4898
↓ -0.07 ₹2,008 10.2 2.9 12.1 17.7 18.8 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Gold Fund Growth ₹24.5774
↑ 0.04 ₹104 7.5 26 25.1 21.4 13.1 18.7 SBI Gold Fund Growth ₹27.6462
↑ 0.21 ₹3,582 7.4 25.6 24.8 21.3 13.1 19.6 Nippon India Gold Savings Fund Growth ₹36.1841
↑ 0.25 ₹2,744 7.6 25.6 25 21.3 12.8 19 HDFC Gold Fund Growth ₹28.2532
↑ 0.19 ₹3,558 7.5 25.6 24.9 21.2 13 18.9 Axis Gold Fund Growth ₹27.5672
↑ 0.14 ₹944 7.5 25.6 25.2 21.2 13.2 19.2 Invesco India Gold Fund Growth ₹26.7802
↑ 0.17 ₹142 7.8 25.2 24.7 21.1 13.2 18.8 ICICI Prudential Regular Gold Savings Fund Growth ₹29.315
↑ 0.29 ₹1,909 7.7 25.6 24.4 21 12.9 19.5 Kotak Gold Fund Growth ₹36.3276
↑ 0.30 ₹2,835 7.1 25.1 24.2 20.8 12.7 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
Best Mutual Funds Based on 1 Month Performance
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Franklin India Short Term Income Plan - Retail Plan is a Debt - Short term Bond fund was launched on 31 Jan 02. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on 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 Below is the key information for DSP BlackRock World Energy Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. 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. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a Below is the key information for DSP BlackRock US Flexible Equity Fund Returns up to 1 year are on The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on
agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors. PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a Below is the key information for PGIM India Global Agribusiness Offshore Fund Returns up to 1 year are on 1. Franklin India Short Term Income Plan - Retail Plan
CAGR/Annualized return of 12.4% since its launch. Ranked 19 in Short term Bond category. . Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹11,021 30 Apr 22 ₹12,755 30 Apr 23 ₹13,518 30 Apr 24 ₹13,959 30 Apr 25 ₹40,774
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Santosh Kamath 31 Jan 02 23.26 Yr. Kunal Agrawal 31 Jan 02 23.26 Yr. Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 100% Debt Sector Allocation
Sector Value Cash Equivalent 100% Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity Call, Cash & Other Assets
CBLO | -100% ₹13 Cr 2. DSP BlackRock World Energy Fund
CAGR/Annualized return of 3.8% since its launch. Ranked 29 in Global category. Return for 2024 was -6.8% , 2023 was 12.9% and 2022 was -8.6% . DSP BlackRock World Energy Fund
Growth Launch Date 14 Aug 09 NAV (16 May 25) ₹18.1299 ↓ -0.06 (-0.33 %) Net Assets (Cr) ₹79 on 31 Mar 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk High Expense Ratio 1.2 Sharpe Ratio -1.36 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,537 30 Apr 22 ₹13,911 30 Apr 23 ₹16,168 30 Apr 24 ₹16,148 30 Apr 25 ₹14,632 Returns for DSP BlackRock World Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 17.6% 3 Month 4.1% 6 Month 2.9% 1 Year -2% 3 Year 8.4% 5 Year 11.8% 10 Year 15 Year Since launch 3.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 2023 12.9% 2022 -8.6% 2021 29.5% 2020 0% 2019 18.2% 2018 -11.3% 2017 -1.9% 2016 22.5% 2015 -20.9% Fund Manager information for DSP BlackRock World Energy Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.17 Yr. Data below for DSP BlackRock World Energy Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 34.57% Technology 32.31% Utility 21.7% Basic Materials 6.84% Consumer Cyclical 1.29% Asset Allocation
Asset Class Value Cash 3.25% Equity 96.7% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF Sustainable Energy I2
Investment Fund | -99% ₹78 Cr 552,279
↓ -4,049 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 3. DSP BlackRock US Flexible Equity Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (16 May 25) ₹58.6691 ↑ 0.58 (1.00 %) Net Assets (Cr) ₹786 on 31 Mar 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio -0.47 Information Ratio -0.86 Alpha Ratio -10.78 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,203 30 Apr 22 ₹15,477 30 Apr 23 ₹16,362 30 Apr 24 ₹19,685 30 Apr 25 ₹19,611 Returns for DSP BlackRock US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 17.1% 3 Month -4.2% 6 Month 3.4% 1 Year 8.9% 3 Year 14.9% 5 Year 17.8% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.8% 2023 22% 2022 -5.9% 2021 24.2% 2020 22.6% 2019 27.5% 2018 -1.1% 2017 15.5% 2016 9.8% 2015 2.5% Fund Manager information for DSP BlackRock US Flexible Equity Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.17 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 26.52% Financial Services 18.26% Health Care 15.37% Communication Services 14.19% Consumer Cyclical 9.52% Industrials 6.13% Basic Materials 3.76% Energy 3.54% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.69% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -99% ₹779 Cr 2,066,620 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹10 Cr Net Receivables/Payables
Net Current Assets | -0% -₹3 Cr 4. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 6 in Global category. Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (16 May 25) ₹72.1936 ↑ 0.47 (0.66 %) Net Assets (Cr) ₹3,452 on 31 Mar 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.52 Sharpe Ratio -0.23 Information Ratio -1.51 Alpha Ratio -8.32 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,494 30 Apr 22 ₹12,307 30 Apr 23 ₹12,430 30 Apr 24 ₹16,604 30 Apr 25 ₹17,857 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 15.7% 3 Month -7% 6 Month -1.4% 1 Year 11.6% 3 Year 20% 5 Year 13.5% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.1% 2023 37.9% 2022 -30.3% 2021 17.9% 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -0.8% 2015 8.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 3.54 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 39.28% Communication Services 12.66% Health Care 11.12% Consumer Cyclical 10.91% Industrials 7.67% Financial Services 7.37% Basic Materials 2.16% Consumer Defensive 1.76% Utility 0.77% Real Estate 0.57% Asset Allocation
Asset Class Value Cash 2.34% Equity 96.59% Other 0.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -99% ₹3,415 Cr 4,604,839
↓ -5,496 Call, Cash & Other Assets
Net Current Assets | -1% ₹36 Cr 5. PGIM India Global Agribusiness Offshore Fund
CAGR/Annualized return of 10.1% since its launch. Ranked 33 in Fund of Fund category. Return for 2024 was 24% , 2023 was 39.5% and 2022 was -33.8% . PGIM India Global Agribusiness Offshore Fund
Growth Launch Date 14 May 10 NAV (16 May 25) ₹42.51 ↑ 0.31 (0.73 %) Net Assets (Cr) ₹1,251 on 31 Mar 25 Category Others - Fund of Fund AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.55 Sharpe Ratio -0.58 Information Ratio -0.5 Alpha Ratio -15 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹16,299 30 Apr 22 ₹12,804 30 Apr 23 ₹13,358 30 Apr 24 ₹17,374 30 Apr 25 ₹18,220 Returns for PGIM India Global Agribusiness Offshore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 15% 3 Month -8.2% 6 Month -2.1% 1 Year 5.8% 3 Year 18.8% 5 Year 13.1% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 24% 2023 39.5% 2022 -33.8% 2021 7% 2020 72.4% 2019 30.9% 2018 0.3% 2017 11.9% 2016 0.8% 2015 -14.7% Fund Manager information for PGIM India Global Agribusiness Offshore Fund
Name Since Tenure Anandha Padmanabhan Anjeneyan 15 Feb 25 0.2 Yr. Vivek Sharma 15 Feb 25 0.2 Yr. Data below for PGIM India Global Agribusiness Offshore Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 8.11% Equity 91.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -99% ₹1,284 Cr 515,036
↓ -4,405 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -1% ₹19 Cr Net Receivables / (Payables)
Net Current Assets | -0% -₹1 Cr
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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:
1. Scheme Asset Size
Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small or too large, can hinder a fund’s performance. Less Asset Under Management ( AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately the same as the category.
2. Fund Performance
To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period to check if the fund is able to beat the benchmark.
3. Total Expense Ratio
Investors who want to make investments in mutual funds have to bear certain charges like management fees, operation costs, etc., charged by the Asset Management Company (AMC). Many times, investors go for a fund that has a lower expense ratio, but it is something that should not supersede other important factors such as fund performance, etc.
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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