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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019

Updated on May 15, 2019 , 18442 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 (%)
Reliance Large Cap Fund Growth ₹34.1485
↑ 0.25
₹12,7687.73.96.915.314.3-0.2
ICICI Prudential Bluechip Fund Growth ₹41.34
↑ 0.36
₹21,5796.82.93.413.412.1-0.8
Indiabulls Blue Chip Fund Growth ₹20.83
↑ 0.35
₹2796.95.72.612.411.1-1.4
Essel Large Cap Equity Fund Growth ₹22.5712
↑ 0.32
₹1246.45.5110.410.9-6
Aditya Birla Sun Life Frontline Equity Fund Growth ₹218.74
↑ 2.58
₹22,1755.83.2110.911.6-2.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹126.26
↑ 0.87
₹4,390 5,000 3.7-3.5-12.312.918.6-12
Kotak Emerging Equity Scheme Growth ₹36.792
↑ 0.21
₹4,091 5,000 5.92-8.410.719.1-11.7
Sundaram Mid Cap Fund Growth ₹447.355
↑ 3.54
₹6,163 5,000 6.10.2-13.98.616-15.4
BNP Paribas Mid Cap Fund Growth ₹30.321
↑ 0.24
₹751 5,000 5.2-0.5-9.26.714-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹24.4833
↑ 0.52
₹1,390 5,000 7.94.9-5.16.616.4-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹23.094
↑ 0.10
₹6,167 5,000 2-5.1-17.215.517.8-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹32.798
↑ 0.15
₹2,447 1,000 7.7-2.6-21.57.915.1-22.6
Reliance Small Cap Fund Growth ₹38.3896
↑ 0.19
₹8,063 5,000 7.1-3.4-14.613.920.8-16.7
Franklin India Smaller Companies Fund Growth ₹51.6257
↑ 0.21
₹7,536 5,000 5.3-0.3-14.8816.8-17.4
HDFC Small Cap Fund Growth ₹41.27
↑ 0.23
₹7,544 5,000 3.8-1.6-10.615.816.3-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹25.4834
↑ 0.39
₹13,520 5,000 6.64.2-4.813.119.6-7.8
Kotak Standard Multicap Fund Growth ₹34.728
↑ 0.48
₹23,881 5,000 8.26.85.514.916.1-0.9
Principal Multi Cap Growth Fund Growth ₹137.33
↑ 1.50
₹875 5,000 4.80.4-4.514.113.3-8.7
IDFC Focused Equity Fund Growth ₹35.26
↑ 0.38
₹1,621 5,000 4.9-0.6-11.411.88.9-12.7
SBI Magnum Multicap Fund Growth ₹47.5665
↑ 0.46
₹7,095 1,000 7.66.40.212.316.1-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹17.7419
↑ 0.21
₹1,7706.96.91.113.3 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹54.25
↑ 0.30
₹1,9928.11.6-7.912.414.7-9.4
DSP BlackRock Tax Saver Fund Growth ₹46.597
↑ 0.42
₹5,4138.15.60.91314.7-7.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹30.32
↑ 0.34
₹8,5992.51.1-4.411.716.1-4.5
Principal Tax Savings Fund Growth ₹200.82
↑ 2.22
₹4085.10.3-5.113.813.1-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹64.4
↑ 0.93
₹3,03613.710.67.921.718.2-0.4
Franklin Build India Fund Growth ₹41.1236
↑ 0.31
₹1,25611.65.84.513.318.3-10.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹28.52
↑ 0.50
₹1,75911.19.41.117.517.1-2.4
Sundaram Rural and Consumption Fund Growth ₹39.875
↑ 0.60
₹2,4644.41-6.411.415.9-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹31.368
↑ 0.40
₹41410-1.1-8.818.215.9-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T India Value Fund Growth ₹34.61
↑ 0.33
₹8,38160.6-6.412.217.2-11.4
Tata Equity PE Fund Growth ₹129.749
↑ 1.88
₹5,5394.61.5-7.515.315.9-7.1
JM Value Fund Growth ₹30.8551
↑ 0.46
₹1366.34.4-4.214.214.3-11.2
HDFC Capital Builder Value Fund Growth ₹284.739
↑ 2.72
₹4,6244.81.8-3.212.812.9-5.5
Templeton India Value Fund Growth ₹242.573
↑ 1.09
₹5694.10.6-8.71011.3-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹27.06
↑ 0.42
₹7,1906.95.3-0.615.215.10.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹57.9156
↑ 0.64
₹4,2687.34.4211.211.7-4.1
Franklin India Focused Equity Fund Growth ₹40.0087
↑ 0.26
₹8,2089.95.95.712.616.6-8.8
Sundaram Select Focus Fund Growth ₹176.558
↑ 2.40
₹9717.46.9514.210.51.2
Principal Focused Multicap Fund Growth ₹62.59
↑ 1.21
₹3196.13.92.21210.7-1.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹26.5564
↑ 0.01
₹16,724 10,000 2.35.19.78.98.79.56%5M 8D6M 18D
Aditya Birla Sun Life Savings Fund Growth ₹372.739
↑ 0.18
₹13,667 1,000 2.14.58.67.97.68.39%6M 14D7M 10D
BOI AXA Ultra Short Duration Fund Growth ₹2,282.66
↑ 1.02
₹282 5,000 247.98.17.67.94%5M 12D6M
Indiabulls Ultra Short Term Fund Growth ₹1,830.27
↑ 1.13
₹506 500 2.14.27.97.67.10%
UTI Ultra Short Term Fund Growth ₹3,053.9
↑ 1.10
₹4,645 5,000 1.83.87.47.378.48%6M 24D8M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹33.2357
↑ 0.03
₹357-0.2256.55.512.31%8M 12D9M 29D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹31.0862
↑ 0.02
₹3,55324.28.27.46.59.15%2Y 4D2Y 7M 24D
ICICI Prudential Short Term Fund Growth ₹38.8696
↑ 0.04
₹7,5782.24.587.45.88.41%1Y 11M 26D2Y 8M 8D
Reliance Short Term Fund Growth ₹34.9243
↑ 0.03
₹6,71024.57.86.95.58.53%1Y 11M 5D2Y 3M 29D
UTI Short Term Income Fund Growth ₹22.5073
↑ 0.02
₹4,3661.43.36.7768.6%2Y 6M 29D3Y 3M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹244.239
↑ 0.04
₹948 5,000 0.61.83.77.67.47.01%1M 24D1M 24D
JM Liquid Fund Growth ₹51.4337
↑ 0.01
₹1,995 5,000 0.61.83.77.67.47.25%1M 28D1M 28D
Indiabulls Liquid Fund Growth ₹1,831.47
↑ 0.36
₹2,816 500 0.61.73.67.47.30%
Principal Cash Management Fund Growth ₹1,669.85
↑ 0.60
₹239 5,000 0.61.73.4-1.9-1.87.13%1M 14D1M 17D
Baroda Pioneer Liquid Fund Growth ₹2,159.21
↑ 0.84
₹3,659 5,000 0.61.83.77.67.57.4%1M 28D2M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹15.1172
↑ 0.01
₹2,994 5,000 2.158.97.55.98.46%2Y 1M 21D2Y 8M 1D
UTI Banking & PSU Debt Fund Growth ₹14.0866
↑ 0.01
₹266 5,000 -4.5-4.3-0.84.86.88.42%3Y 7M 2D5Y 19D
Kotak Banking and PSU Debt fund Growth ₹42.5041
↑ 0.06
₹1,242 5,000 2.24.99.17.76.78.27%2Y 10M 24D3Y 11M 1D
DSP BlackRock Banking and PSU Debt Fund Growth ₹15.8299
↑ 0.02
₹1,537 1,000 24.78.67.36.37.73%2Y 9M 11D4Y 3M 25D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹239.377
↑ 0.22
₹6,331 1,000 2.14.68.57.86.67.98%2Y 4M 17D3Y 2M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹14.6248
↑ 0.01
₹1,6451.84.27.77.15.99.74%1Y 9M 18D2Y 3M 18D
DHFL Pramerica Credit Risk Fund Growth ₹14.3643
↑ 0.01
₹8330.42.25.16.65.110.22%1Y 5M 8D1Y 11M 8D
HDFC Credit Risk Debt Fund Growth ₹15.3336
↑ 0.01
₹16,1941.94.17.47.35.49.65%1Y 11M 19D2Y 6M 12D
Principal Credit Risk Fund Growth ₹2,917.56
↑ 1.51
₹961.63.87.17.26.49.07%1Y 29D1Y 4M 13D
SBI Credit Risk Fund Growth ₹29.6351
↑ 0.02
₹7,4410.636.67.16.20%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹20.9322
↑ 0.02
₹11,7962.45.29.17.86.58.11%2Y 8M 26D3Y 9M 21D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹72.1846
↑ 0.04
₹14,9632.24.997.878.24%1Y 8M 12D2Y 2M 26D
Kotak Corporate Bond Fund Standard Growth ₹2,492.22
↑ 1.63
₹1,4102.24.88.687.58.01%11M 23D1Y 1M 2D
ICICI Prudential Corporate Bond Fund Growth ₹19.2224
↑ 0.02
₹5,4192.34.68.57.46.48.14%1Y 11M 19D2Y 9M 4D
Reliance Prime Debt Fund Growth ₹39.4008
↑ 0.02
₹2,4321.94.48.17.56.99.48%11M 12D1Y 1M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹25.0469
↓ -0.01
₹975 5,000 2.96.3118.887.77%6Y 6M 18D10Y 4M 2D
Aditya Birla Sun Life Government Securities Fund Growth ₹52.388
↑ 0.01
₹199 1,000 2.1610.18.36.97.44%4Y 9M 29D7Y 2M 1D
SBI Magnum Gilt Fund Growth ₹41.0741
↓ -0.02
₹1,475 5,000 2.85.68.885.10%
UTI Gilt Fund Growth ₹41.1835
↓ 0.00
₹465 5,000 35.48.68.86.38.17%6Y 4M 17D9Y 5M 18D
ICICI Prudential Gilt Fund Growth ₹63.9973
↑ 0.00
₹1,016 5,000 2.24.48.57.96.80%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹42.6102
↑ 0.12
₹1,6222.94.979.810.85.1
Edelweiss Arbitrage Fund Growth ₹13.8543
↑ 0.01
₹3,0141.83.26.56.3 6.1
SBI Debt Hybrid Fund Growth ₹39.1489
↑ 0.20
₹1,2432.74.43.36.48.8-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹38.6956
↑ 0.15
₹2,3312.72.80.97.910.3-2.2
Principal Hybrid Equity Fund Growth ₹75.35
↑ 0.59
₹1,7392.91.3-0.114.312.7-1.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Principal Hybrid Equity Fund Growth ₹75.35
↑ 0.59
₹1,739 5,000 2.91.3-0.114.312.7-1.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹733.96
↑ 6.55
₹13,672 1,000 4.11.8-2.48.711.7-5
SBI Equity Hybrid Fund Growth ₹133.049
↑ 1.24
₹29,672 1,000 6.76.45.511.413.9-0.1
ICICI Prudential Equity and Debt Fund Growth ₹131.49
↑ 0.38
₹26,564 5,000 7.62.74.212.613.3-1.9
DSP BlackRock Equity and Bond Fund Growth ₹148.258
↑ 1.59
₹6,424 1,000 6.95.80.810.613.3-5.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹42.6102
↑ 0.12
₹1,622 5,000 2.94.979.810.85.1
Edelweiss Arbitrage Fund Growth ₹13.8543
↑ 0.01
₹3,014 5,000 1.83.26.56.3 6.1
SBI Debt Hybrid Fund Growth ₹39.1489
↑ 0.20
₹1,243 5,000 2.74.43.36.48.8-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹38.6956
↑ 0.15
₹2,331 1,000 2.72.80.97.910.3-2.2
Principal Hybrid Equity Fund Growth ₹75.35
↑ 0.59
₹1,739 5,000 2.91.3-0.114.312.7-1.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹13.8543
↑ 0.01
₹3,014 5,000 1.83.26.56.3 6.1
Reliance Arbitrage Fund Growth ₹19.1339
↑ 0.01
₹8,185 5,000 1.83.26.86.46.96.8
Kotak Equity Arbitrage Fund Growth ₹26.6624
↑ 0.02
₹12,043 5,000 1.83.16.66.36.96.3
ICICI Prudential Equity Arbitrage Fund Growth ₹24.6454
↑ 0.02
₹7,882 5,000 1.836.56.26.86.2
L&T Arbitrage Opportunities Fund Growth ₹13.682
↑ 0.01
₹659 5,000 1.72.96.26.2 6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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
Reliance Balanced Advantage Fund Growth ₹90.1536
↑ 0.40
₹1,657 5,000 4.75.25.512.911.50.4
ICICI Prudential Balanced Advantage Fund Growth ₹35.22
↑ 0.18
₹29,222 5,000 4.64.65.310.210.92.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹52.02
↑ 0.34
₹2,905 1,000 42.33.410.4100.7
Principal Balanced Advantage Fund Growth ₹20.65
↑ 0.07
₹212 5,000 1.81.43.97.27.93.2
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 ₹26.0331
↑ 0.07
₹290 5,000 0.91.9-0.25.58.40.4
HDFC Multi-Asset Fund Growth ₹31.304
↑ 0.14
₹156 5,000 4.23.20.26.17.4-1.9
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
Axis Triple Advantage Fund Growth ₹19.0748
↑ 0.19
₹282 5,000 4.85.32.56.77.41.9
ICICI Prudential Multi-Asset Fund Growth ₹260.359
↑ 0.20
₹11,481 5,000 6.61.51.912.711.1-2.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹31.7068
↑ 0.21
₹27 5,000 45.15.56.891.4
HDFC Equity Savings Fund Growth ₹36.405
↑ 0.11
₹5,960 5,000 3.82.94.410.98.60.9
Principal Equity Savings Fund Growth ₹35.6398
↑ 0.18
₹66 5,000 2.21.82.9771.6
L&T Equity Savings Fund Growth ₹17.598
↑ 0.09
₹193 5,000 3.52.71.26.57.7-0.6
IDBI Equity Savings Fund Growth ₹16.2019
↑ 0.09
₹20 5,000 2.11.81.13.65.51.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Magnum Children's Benefit Plan Growth ₹55.0155
↑ 0.14
₹64 5,000 1.60.30.711.112.60.1
Tata Retirement Savings Fund-Moderate Growth ₹29.4983
↑ 0.50
₹1,061 5,000 5.14.3-21316.3-3.6
Tata Retirement Savings Fund - Progressive Growth ₹28.3356
↑ 0.55
₹610 5,000 5.84.5-4.214.615.4-6.1
Tata Retirement Savings Fund - Conservative Growth ₹19.7154
↑ 0.12
₹130 5,000 2.93.93.38.49.70.8
ICICI Prudential Child Care Plan (Gift) Growth ₹137.78
↑ 0.62
₹633 5,000 5.62.63.610.311.5-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 ₹10.0353
↑ 0.07
₹12-2.74.65.42.116.6
Aditya Birla Sun Life Gold Fund Growth ₹10.2925
↑ 0.04
₹61-2.72.7311.26.8
Reliance Gold Savings Fund Growth ₹13.3345
↓ -0.05
₹648-4.22.51.90.40.46
SBI Gold Fund Growth ₹10.0679
↓ -0.10
₹306-3.83.21.90.80.16.4
Kotak Gold Fund Growth ₹13.2793
↓ -0.12
₹134-3.82.92.50.50.27.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19

Best Mutual Funds Based on 1 Month Performance

1. Invesco India Gold Fund

To provide returns that closely corresponds to returns provided by Invesco India Gold Exchange Traded Fund.

Invesco India Gold Fund is a Gold - Gold fund was launched on 5 Dec 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 0% since its launch.  Return for 2018 was 6.6% , 2017 was 1.3% and 2016 was 21.6% .

Below is the key information for Invesco India Gold Fund

Invesco India Gold Fund
Growth
Launch Date 5 Dec 11
NAV (17 May 19) ₹10.0353 ↑ 0.07   (0.70 %)
Net Assets (Cr) ₹12 on 31 Mar 19
Category Gold - Gold
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 0.48
Sharpe Ratio -0.11
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹8,917
30 Apr 16₹9,695
30 Apr 17₹9,522
30 Apr 18₹9,688
30 Apr 19₹9,843

Invesco India Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for Invesco India Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19

DurationReturns
1 Month 3.4%
3 Month -2.7%
6 Month 4.6%
1 Year 5.4%
3 Year 2.1%
5 Year 1%
10 Year
15 Year
Since launch 0%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.6%
2017 1.3%
2016 21.6%
2015 -15.1%
2014 -9%
2013 -7.6%
2012 11.3%
2011
2010
2009
Fund Manager information for Invesco India Gold Fund
NameSinceTenure
Nitish Sikand5 Dec 117.32 Yr.

Data below for Invesco India Gold Fund as on 31 Mar 19

Asset Allocation
Asset ClassValue
Cash1.92%
Other98.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco India Gold ETF
- | IVZINGOLD
98%₹12 Cr42,000
↓ -1,000
Triparty Repo
CBLO/Reverse Repo | -
2%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

2. Reliance Japan Equity Fund

The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Reliance Japan Equity Fund is a Equity - Global fund was launched on 26 Aug 14. It is a fund with High risk and has given a CAGR/Annualized return of 5.5% since its launch.  Ranked 9 in Global category.  Return for 2018 was -3.7% , 2017 was 15.1% and 2016 was -3.5% .

Below is the key information for Reliance Japan Equity Fund

Reliance Japan Equity Fund
Growth
Launch Date 26 Aug 14
NAV (17 May 19) ₹12.4927 ↑ 0.07   (0.57 %)
Net Assets (Cr) ₹16 on 31 Mar 19
Category Equity - Global
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.43
Sharpe Ratio -0.07
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 15₹11,300
30 Apr 16₹10,337
30 Apr 17₹10,680
30 Apr 18₹12,925

Reliance Japan Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Reliance Japan Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19

DurationReturns
1 Month 2.8%
3 Month 3.3%
6 Month 2.4%
1 Year 0.6%
3 Year 7%
5 Year
10 Year
15 Year
Since launch 5.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3.7%
2017 15.1%
2016 -3.5%
2015 11.3%
2014
2013
2012
2011
2010
2009
Fund Manager information for Reliance Japan Equity Fund
NameSinceTenure
Anju Chhajer26 Aug 144.44 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Japan Equity Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Industrials24.84%
Consumer Cyclical14.4%
Technology13.47%
Financial Services12.28%
Basic Materials9.93%
Consumer Defensive8.75%
Communication Services3.01%
Utility2.92%
Real Estate2.82%
Asset Allocation
Asset ClassValue
Cash7.56%
Equity92.43%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
26%₹5 Cr
Net Current Assets
Net Current Assets | -
18%-₹3 Cr
Tokyo Electron Ltd (Technology)
Equity, Since 31 Jul 18 | 8035
4%₹1 Cr600
↑ 100
Shin-Etsu Chemical Co Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 4063
4%₹1 Cr1,000
↑ 200
OMRON Corp (Technology)
Equity, Since 31 Jul 18 | 6645
3%₹1 Cr1,700
↑ 300
Daikin Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 6367
3%₹1 Cr700
↑ 100
Toyota Motor Corp (Consumer Cyclical)
Equity, Since 31 Aug 14 | 7203
3%₹1 Cr1,400
↑ 300
Hitachi Ltd (Technology)
Equity, Since 31 Aug 14 | 6501
3%₹1 Cr2,600
↑ 500
Ebara Corp (Industrials)
Equity, Since 31 Jul 18 | 6361
3%₹1 Cr2,800
↑ 500
Nidec Corp (Industrials)
Equity, Since 30 Jun 16 | 6594
3%₹1 Cr600
↑ 100

3. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 23 in Dynamic Allocation category. .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (05 Mar 19) ₹188.872 ↑ 2.91   (1.56 %)
Net Assets (Cr) ₹37,850 on 31 Jul 18
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.27
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
30 Apr 14₹10,000
30 Apr 15₹12,858
30 Apr 16₹12,736
30 Apr 17₹16,224
30 Apr 18₹18,503

HDFC Balanced 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for HDFC Balanced 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 17 May 19

DurationReturns
1 Month 2.6%
3 Month 2.9%
6 Month -1.2%
1 Year 3.1%
3 Year 16.6%
5 Year 15.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure

Data below for HDFC Balanced Advantage Fund as on 31 Jul 18

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. HDFC Hybrid Equity Fund

(Erstwhile HDFC Premier Multi-Cap Fund and HDFC Balanced Fund)

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap & Large Cap ‘blue chip’ companies.

HDFC Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 6 Apr 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 57 in Hybrid Equity category. .

Below is the key information for HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund
Growth
Launch Date 6 Apr 05
NAV (05 Mar 19) ₹51.645 ↑ 0.63   (1.23 %)
Net Assets (Cr) ₹22,762 on 31 Jul 18
Category Hybrid - Hybrid Equity
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio -0.41
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
30 Apr 14₹10,000
30 Apr 15₹13,641
30 Apr 16₹12,555
30 Apr 17₹16,438
30 Apr 18₹17,183

HDFC Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for HDFC Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19

DurationReturns
1 Month 1.5%
3 Month 1.7%
6 Month -1.4%
1 Year -5.1%
3 Year 12.7%
5 Year 13%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for HDFC Hybrid Equity Fund
NameSinceTenure

Data below for HDFC Hybrid Equity Fund as on 31 Jul 18

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. IDFC Government Securities Fund - Constant Maturity Plan

(Erstwhile IDFC Government Securities Fund - Short Term Plan)

IDFC – GSF -ST is an open ended dedicated gilt scheme with an objective to generate optimal returns with high liquidity by investing Government Securities. However there is no assurance that the investment objective of the scheme will be realized.

IDFC Government Securities Fund - Constant Maturity Plan is a Debt - 10 Yr Govt Bond fund was launched on 9 Mar 02. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.3% since its launch.  Ranked 2 in 10 Yr Govt Bond category.  Return for 2018 was 11.8% , 2017 was 6.2% and 2016 was 10.1% .

Below is the key information for IDFC Government Securities Fund - Constant Maturity Plan

IDFC Government Securities Fund - Constant Maturity Plan
Growth
Launch Date 9 Mar 02
NAV (17 May 19) ₹28.805 ↓ -0.01   (-0.04 %)
Net Assets (Cr) ₹32 on 31 Mar 19
Category Debt - 10 Yr Govt Bond
AMC IDFC Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 0.45
Sharpe Ratio 1.85
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.88%
Effective Maturity 10 Years 3 Months 29 Days
Modified Duration 6 Years 9 Months 22 Days

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹11,215
30 Apr 16₹12,237
30 Apr 17₹13,293
30 Apr 18₹14,102
30 Apr 19₹15,871

IDFC Government Securities Fund - Constant Maturity Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹209,201.
Net Profit of ₹29,201
Invest Now

Returns for IDFC Government Securities Fund - Constant Maturity Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19

DurationReturns
1 Month 1.4%
3 Month 3.8%
6 Month 8.2%
1 Year 13.6%
3 Year 9.3%
5 Year 9.8%
10 Year
15 Year
Since launch 6.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11.8%
2017 6.2%
2016 10.1%
2015 9%
2014 12.6%
2013 10.6%
2012 8.6%
2011 1.9%
2010 3.5%
2009 2.3%
Fund Manager information for IDFC Government Securities Fund - Constant Maturity Plan
NameSinceTenure
Harshal Joshi15 May 171.88 Yr.

Data below for IDFC Government Securities Fund - Constant Maturity Plan as on 31 Mar 19

Asset Allocation
Asset ClassValue
Cash3.8%
Debt96.2%
Debt Sector Allocation
SectorValue
Government96.2%
Cash Equivalent3.8%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
08.08 MH SDL 2028
Sovereign Bonds | -
27%₹10 Cr1,000,000
↑ 500,000
6.68% Govt Stock 2031
Sovereign Bonds | -
25%₹9 Cr1,000,000
↓ -420,000
7.95% Govt Stock 2032
Sovereign Bonds | -
14%₹5 Cr500,000
↑ 500,000
08.37 TN SDL 2029
Sovereign Bonds | -
14%₹5 Cr500,000
08.30 KA SDL 2029
Sovereign Bonds | -
14%₹5 Cr500,000
08.08 GJ SDL 2028
Sovereign Bonds | -
3%₹1 Cr96,700
Triparty Repo
CBLO/Reverse Repo | -
2%₹1 Cr
Net Current Assets
Net Current Assets | -
1%₹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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