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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019

Updated on November 9, 2019 , 33319 views

Mutual Funds in India have grown over the years. As a result, the best performing mutual funds in the market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc. The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing Mutual Funds in India along with guidelines to choose the best fund in this article.

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Why to Invest in Mutual Funds?

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

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

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

1. Liquidity

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

2. Diversification

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

3. Well-Regulated

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

4. Expert Management

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

Best Performing Mutual Funds

Best Equity Mutual Funds 2019 - 2020

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 (%)2018 (%)
JM Core 11 Fund Growth ₹9.4293
↓ -0.02
₹5310.57.315.113.610.6-5
Indiabulls Blue Chip Fund Growth ₹22.1
↑ 0.02
₹2098.67.613.2129.4-1.4
SBI Bluechip Fund Growth ₹41.2118
↑ 0.09
₹22,7437.9812.610.39.7-4.1
Essel Large Cap Equity Fund Growth ₹23.7887
↑ 0.06
₹1066.36.511.510.48.8-6
ICICI Prudential Bluechip Fund Growth ₹43.57
↑ 0.03
₹23,0197.15.99.311.68.9-0.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹130.07
↑ 0.57
₹5,380 5,000 7.41.9-0.38.511.1-12
Kotak Emerging Equity Scheme Growth ₹39.243
↑ 0.20
₹4,960 5,000 8.46.89.28.411.5-11.7
Sundaram Mid Cap Fund Growth ₹454.324
↑ 1.48
₹5,723 5,000 6.91.31.64.39.1-15.4
BNP Paribas Mid Cap Fund Growth ₹31.841
↑ 0.09
₹733 5,000 5.64.54.75.58.1-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹26.2476
↑ 0.14
₹1,570 5,000 11.58.212.1610.2-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Emerging Businesses Fund Growth ₹22.683
↑ 0.03
₹5,985 5,000 4.9-3.3-7.78.111.3-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹30.3176
↓ -0.02
₹2,237 1,000 0.9-8.7-10.70.27-22.6
Reliance Small Cap Fund Growth ₹38.3001
↑ 0.15
₹8,114 5,000 7.7-0.9-4.68.610.6-16.7
Franklin India Smaller Companies Fund Growth ₹49.3612
↑ 0.10
₹7,005 5,000 3.7-5.3-5.42.57.5-17.4
HDFC Small Cap Fund Growth ₹38.726
↑ 0.02
₹8,845 5,000 1.2-7-89.39.7-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹26.7758
↑ 0.04
₹13,235 5,000 7.3611.410.513.5-7.8
Kotak Standard Multicap Fund Growth ₹36.869
↑ 0.11
₹26,991 5,000 8.3714.112.911.5-0.9
Principal Multi Cap Growth Fund Growth ₹140.74
↓ -0.09
₹847 5,000 5.72.63.29.98.6-8.7
IDFC Focused Equity Fund Growth ₹37.34
↑ 0.07
₹1,489 5,000 10.55.64.511.26.6-12.7
SBI Magnum Multicap Fund Growth ₹50.692
↑ 0.15
₹8,073 1,000 6.1713.911.511.5-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata India Tax Savings Fund Growth ₹18.9285
↑ 0.06
₹1,9197.9815.912.512.5-8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹54.41
↑ 0.30
₹1,9945.9-0.12.110.19.3-9.4
DSP BlackRock Tax Saver Fund Growth ₹51.213
↑ 0.21
₹5,8419.39.817.211.211.2-7.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹31.59
↓ -0.04
₹9,1298.83.961111-4.5
Principal Tax Savings Fund Growth ₹204.7
↑ 0.03
₹3895.122.59.48.2-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹30.47
↑ 0.17
₹1,8069.88.518.714.314.8-2.4
ICICI Prudential Banking and Financial Services Fund Growth ₹67.25
↑ 0.45
₹3,2907.95.416.814.114.3-0.4
Franklin Build India Fund Growth ₹41.2691
↑ 0.23
₹1,2225.60.77.68.39.9-10.7
Sundaram Rural and Consumption Fund Growth ₹42.2199
↑ 0.04
₹2,1219.56.57.58.811.9-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹32.086
↑ 0.06
₹36414.11.5-0.17.111.1-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Equity PE Fund Growth ₹137.173
↑ 0.30
₹5,3787.36.17.71010.9-7.1
L&T India Value Fund Growth ₹35.481
↑ 0.08
₹7,8535.52.83.37.310.4-11.4
JM Value Fund Growth ₹33.4898
↑ 0.09
₹12410.89.412.811.210.7-11.2
HDFC Capital Builder Value Fund Growth ₹282.748
↑ 0.70
₹4,4555.4-0.81.68.78.1-5.5
Templeton India Value Fund Growth ₹241.412
↑ 0.55
₹4956-1.31.64.85.5-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹30.38
₹8,384914.218.117.413.20.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹61.744
↑ 0.14
₹4,1928.26.711.710.18.5-4.1
Motilal Oswal Focused 25 Fund  Growth ₹23.6469
↑ 0.06
₹1,14011.411.918.911.410.4-4.2
DSP BlackRock Focus Fund Growth ₹25.178
↑ 0.06
₹1,89513.413.118.810.49.4-5.6
Sundaram Select Focus Fund Growth ₹189.835
↑ 0.57
₹1,0067.28.716158.61.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Best Debt Funds 2019 - 2020

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

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.7178
↑ 0.02
₹20,130 10,000 2.14.69.98.78.79.69%5M 16D6M 18D
Aditya Birla Sun Life Savings Fund Growth ₹388.386
↑ 0.20
₹14,739 1,000 1.94.49.17.87.66.75%4M 28D5M 12D
BOI AXA Ultra Short Duration Fund Growth ₹2,368.09
↑ 1.29
₹305 5,000 1.73.98.17.87.66.34%5M 1D5M 17D
Indiabulls Ultra Short Term Fund Growth ₹1,895.28
↑ 0.90
₹44 500 1.63.88.17.47.16.32%3M 14D
UTI Ultra Short Term Fund Growth ₹3,047.12
↑ 1.84
₹2,695 5,000 1.8-0.13.75.777.29%4M 3D5M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹32.8691
↑ 0.01
₹994.8-1.31.14.35.56.4%1Y 3M 25D1Y 8M 23D
Reliance Short Term Fund Growth ₹36.801
↑ 0.01
₹5,7972.35.710.56.95.57.98%2Y 11D2Y 5M 12D
ICICI Prudential Short Term Fund Growth ₹40.8986
↑ 0.01
₹10,1982.15.510.27.25.87.7%1Y 10M 2D2Y 5M 26D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹32.7138
↑ 0.01
₹3,09625.59.97.16.58.34%1Y 11M 12D2Y 6M
UTI Short Term Income Fund Growth ₹21.0255
↑ 0.01
₹2,2192.3-6.7-3.32.867.59%2Y 1M 17D2Y 5M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹251.86
↑ 0.04
₹715 5,000 0.51.43.27.17.45.76%1M 10D1M 10D
JM Liquid Fund Growth ₹52.968
↑ 0.01
₹1,042 5,000 0.41.43.16.97.45.75%1M 1D1M 1D
Indiabulls Liquid Fund Growth ₹1,886.27
↑ 0.26
₹638 500 0.41.43.16.97.36.17%25D25D
Principal Cash Management Fund Growth ₹1,716.48
↑ 0.24
₹210 5,000 0.41.42.96.4-1.85.59%1M 5D1M 6D
Reliance Liquid Fund  Growth ₹4,724.22
↑ 0.67
₹21,997 100 0.41.43.277.45.78%1M 25D1M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Nov 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 ₹15.9753
↑ 0.00
₹3,572 5,000 2.4611.37.35.97.79%2Y 1M 8D2Y 8M 4D
UTI Banking & PSU Debt Fund Growth ₹14.6649
↑ 0.01
₹162 5,000 0.24.4-0.24.36.87.08%2Y 4M 20D3Y 2M
Kotak Banking and PSU Debt fund Growth ₹45.1231
↑ 0.01
₹2,794 5,000 2.16.511.87.86.77.5%2Y 10M 2D3Y 8M 23D
DSP BlackRock Banking and PSU Debt Fund Growth ₹16.7778
↑ 0.00
₹1,911 1,000 2.46.411.27.46.37.07%2Y 9M3Y 6M
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹253.557
↑ 0.03
₹8,462 1,000 1.96.3117.46.67.11%2Y 2M 5D3Y 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹14.6836
↑ 0.00
₹1,36120.64.95.55.99.55%1Y 6M1Y 9M 18D
DHFL Pramerica Credit Risk Fund Growth ₹14.5993
↑ 0.01
₹4432.41.64.25.25.19.87%1Y 6M 4D2Y 7D
HDFC Credit Risk Debt Fund Growth ₹16.0688
↑ 0.01
₹14,6272.25.19.46.85.49.61%1Y 9M 11D2Y 3M 21D
SBI Credit Risk Fund Growth ₹30.8928
↑ 0.01
₹5,2112.24.57.66.76.29.26%1Y 11M 26D2Y 7M 17D
Principal Credit Risk Fund Growth ₹2,815.29
↓ -1.45
₹561.6-3.40.44.56.48.06%11M 12D1Y 1M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹22.0793
↑ 0.00
₹13,1121.65.811.37.76.57.49%3Y 1M 6D4Y 2M 23D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹75.9317
↑ 0.03
₹16,60525.510.67.777.2%1Y 5M 5D1Y 11M 8D
Kotak Corporate Bond Fund Standard Growth ₹2,621.44
↑ 1.27
₹2,7572.35.510.48.17.57.17%1Y 3M 25D1Y 6M 7D
ICICI Prudential Corporate Bond Fund Growth ₹20.2338
↑ 0.01
₹9,1462.25.610.47.56.47.34%1Y 8M 26D2Y 4M 10D
Reliance Prime Debt Fund Growth ₹40.7095
↑ 0.02
₹1,1201.43.48.176.98.97%1Y 7M 2D1Y 10M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Reliance Gilt Securities Fund Growth ₹26.9913
↓ -0.02
₹1,074 5,000 0.58.214.58.186.79%5Y 5M 5D7Y 7M 2D
SBI Magnum Gilt Fund Growth ₹44.4769
↓ -0.02
₹1,882 5,000 0.48.614.37.85.16.52%4Y 9M 4D6Y 10M 28D
Aditya Birla Sun Life Government Securities Fund Growth ₹56.4717
↓ -0.01
₹267 1,000 0.68.1147.66.96.42%4Y 1M 20D5Y 10M 24D
UTI Gilt Fund Growth ₹44.4588
↓ -0.01
₹562 5,000 0.48.313.88.36.37.03%5Y 18D8Y 5M 18D
Canara Robeco Gilt Fund Growth ₹54.4364
↓ -0.01
₹83 5,000 0.17.611.36.64.96.48%4Y 9M 18D7Y 1M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹44.8247
↑ 0.01
₹1,6503.65.510.78.89.35.1
SBI Debt Hybrid Fund Growth ₹40.906
↑ 0.01
₹1,0873.15.19.55.37.7-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.0491
↑ 0.04
₹1,99023.66.75.48-2.2
Edelweiss Arbitrage Fund Growth ₹14.277
↓ 0.00
₹3,8551.53.26.56.26.76.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹760.17
↑ 1.83
₹11,6744.73.75.86.57.9-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹760.17
↑ 1.83
₹11,674 1,000 4.73.75.86.57.9-5
Principal Hybrid Equity Fund Growth ₹76.25
↓ -0.03
₹1,572 5,000 4.21.22.7109.1-1.5
DSP BlackRock Equity and Bond Fund Growth ₹162.057
↑ 0.15
₹6,149 1,000 7.69.916.29.710-5.1
SBI Equity Hybrid Fund Growth ₹142.845
↑ 0.16
₹30,551 1,000 6.18.315.310.910.5-0.1
ICICI Prudential Equity and Debt Fund Growth ₹136.66
↑ 0.28
₹23,487 5,000 5.63.97.19.59.3-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹44.8247
↑ 0.01
₹1,650 5,000 3.65.510.78.89.35.1
SBI Debt Hybrid Fund Growth ₹40.906
↑ 0.01
₹1,087 5,000 3.15.19.55.37.7-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.0491
↑ 0.04
₹1,990 1,000 23.66.75.48-2.2
Edelweiss Arbitrage Fund Growth ₹14.277
↓ 0.00
₹3,855 5,000 1.53.26.56.26.76.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹760.17
↑ 1.83
₹11,674 1,000 4.73.75.86.57.9-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹14.277
↓ 0.00
₹3,855 5,000 1.53.26.56.26.76.1
Reliance Arbitrage Fund Growth ₹19.706
↓ 0.00
₹9,441 5,000 1.43.26.56.36.86.8
Kotak Equity Arbitrage Fund Growth ₹27.4479
↓ 0.00
₹15,972 5,000 1.43.16.46.26.66.3
ICICI Prudential Equity Arbitrage Fund Growth ₹25.3658
↓ 0.00
₹12,925 5,000 1.33.16.266.56.2
L&T Arbitrage Opportunities Fund Growth ₹14.093
↓ 0.00
₹798 5,000 1.43.26.266.56
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 5,000 2.9-1.23.116.615.5
ICICI Prudential Balanced Advantage Fund Growth ₹37.5
↑ 0.04
₹27,956 5,000 6.26.811.89.892.4
Reliance Balanced Advantage Fund Growth ₹93.038
↑ 0.21
₹2,406 5,000 3.63.68.9107.60.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹55.13
↑ 0.06
₹2,688 1,000 5.368.67.68.50.7
Invesco India Dynamic Equity Fund Growth ₹30.02
↑ 0.01
₹922 5,000 4.65.610.89.97.7-4.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 19

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Multi Asset Allocation Fund Growth ₹28.6374
↑ 0.02
₹258 5,000 49.811.97.28.20.4
HDFC Multi-Asset Fund Growth ₹32.823
↑ 0.15
₹183 5,000 5.358.25.56.5-1.9
Axis Triple Advantage Fund Growth ₹21.1702
↑ 0.02
₹271 5,000 7.112.717.18.77.91.9
ICICI Prudential Multi-Asset Fund Growth ₹270.624
↑ 0.51
₹11,156 5,000 3.83.75.7107.9-2.2
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 ₹33.1565
↑ 0.02
₹35 5,000 4.1510.27.28.51.4
HDFC Equity Savings Fund Growth ₹37.283
↑ 0.03
₹4,823 5,000 32.85.77.27.60.9
Principal Equity Savings Fund Growth ₹36.7955
↓ -0.02
₹53 5,000 2.43.65.46.36.21.6
L&T Equity Savings Fund Growth ₹17.675
↓ -0.01
₹131 5,000 3.10.83.355.5-0.6
IDBI Equity Savings Fund Growth ₹17.1026
↑ 0.02
₹14 5,000 4.25.87.83.94.91.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Retirement Savings Fund - Progressive Growth ₹30.9811
↑ 0.07
₹681 5,000 10.310.715.214.612.6-6.1
Tata Retirement Savings Fund-Moderate Growth ₹31.3835
↑ 0.07
₹1,105 5,000 9.17.511.812.211.5-3.6
SBI Magnum Children's Benefit Plan Growth ₹57.0044
↑ 0.11
₹63 5,000 4.23.54.19.110.50.1
Tata Retirement Savings Fund - Conservative Growth ₹20.7464
↑ 0.01
₹133 5,000 3.75.89.77.68.30.8
ICICI Prudential Child Care Plan (Gift) Growth ₹140.64
↑ 0.47
₹622 5,000 3.124.57.56.7-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Top 5 Gold Funds 2019 - 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Invesco India Gold Fund Growth ₹11.8757
↑ 0.23
₹155.820.620.77.76.66.6
Aditya Birla Sun Life Gold Fund Growth ₹12.013
↓ -0.02
₹711.118.116.366.16.8
Reliance Gold Savings Fund Growth ₹15.8052
↑ 0.02
₹7252.419.219.36.26.36
SBI Gold Fund Growth ₹11.9787
↓ -0.01
₹3742.819.420.66.96.56.4
Kotak Gold Fund Growth ₹15.8404
↓ -0.02
₹1871.61918.86.56.57.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 19

Best Mutual Funds Based on 1 Month Performance

1. Reliance Banking Fund

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

Reliance Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 22.5% since its launch.  Ranked 15 in Sectoral category.  Return for 2018 was -1.2% , 2017 was 44.1% and 2016 was 11.5% .

Below is the key information for Reliance Banking Fund

Reliance Banking Fund
Growth
Launch Date 26 May 03
NAV (11 Nov 19) ₹282.57 ↑ 2.91   (1.04 %)
Net Assets (Cr) ₹2,872 on 30 Sep 19
Category Equity - Sectoral
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.34
Information Ratio -0.74
Alpha Ratio -6.49
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,460
31 Oct 16₹12,325
31 Oct 17₹15,975
31 Oct 18₹14,975
31 Oct 19₹16,546

Reliance Banking Fund SIP Returns

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

Returns for Reliance Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 19

DurationReturns
1 Month 11.2%
3 Month 7.1%
6 Month 3%
1 Year 11.3%
3 Year 12.2%
5 Year 11%
10 Year
15 Year
Since launch 22.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
2013 -10.4%
2012 60.5%
2011 -32%
2010 46.1%
2009 82.9%
Fund Manager information for Reliance Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 181.48 Yr.
Kinjal Desai25 May 181.35 Yr.

Data below for Reliance Banking Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services95.64%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.64%
Other0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
17%₹492 Cr11,337,130
↑ 200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
13%₹362 Cr2,950,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
9%₹258 Cr9,530,830
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
8%₹230 Cr3,355,216
↑ 989,913
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532978
7%₹199 Cr233,959
↓ -25,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
6%₹176 Cr19,422,030
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
5%₹140 Cr15,062,608
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | 504973
3%₹99 Cr2,013,531
↑ 100,000
Canara Bank (Financial Services)
Equity, Since 30 Jun 18 | 532483
3%₹97 Cr5,329,213
RBL Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | RBLBANK
3%₹89 Cr2,703,000
↑ 400,000

2. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 20 in Sectoral category.  Return for 2018 was -6.8% , 2017 was 43.5% and 2016 was 13% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund
Growth
Launch Date 7 Apr 04
NAV (11 Nov 19) ₹99.9473 ↑ 0.84   (0.84 %)
Net Assets (Cr) ₹624 on 30 Sep 19
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio 0.29
Information Ratio -1.68
Alpha Ratio -15.28
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,041
31 Oct 16₹12,425
31 Oct 17₹15,524
31 Oct 18₹13,801
31 Oct 19₹15,406

UTI Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 19

DurationReturns
1 Month 10.9%
3 Month 7.2%
6 Month 3.8%
1 Year 12.3%
3 Year 10.2%
5 Year 9.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -6.8%
2017 43.5%
2016 13%
2015 -11.3%
2014 64%
2013 -13.5%
2012 58.7%
2011 -32.6%
2010 36.5%
2009 77.7%
Fund Manager information for UTI Banking and Financial Services Fund
NameSinceTenure
Amit Premchandani2 Jun 144.67 Yr.

Data below for UTI Banking and Financial Services Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services99.11%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
20%₹128 Cr1,040,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK
14%₹90 Cr2,075,000
↓ -25,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
10%₹62 Cr900,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
8%₹49 Cr250,000
↑ 40,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
8%₹47 Cr1,750,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | INDUSINDBK
6%₹37 Cr270,000
↓ -5,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK
4%₹28 Cr170,000
↓ -5,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIPRULI
3%₹19 Cr400,000
↓ -25,000
RBL Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | RBLBANK
3%₹17 Cr525,000
↑ 25,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 14 | M&MFIN
3%₹16 Cr500,000
↑ 20,000

3. Reliance Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Reliance Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 16 in ELSS category.  Return for 2018 was -20.7% , 2017 was 46% and 2016 was 4.2% .

Below is the key information for Reliance Tax Saver Fund (ELSS)

Reliance Tax Saver Fund (ELSS)
Growth
Launch Date 21 Sep 05
NAV (11 Nov 19) ₹54.4529 ↑ 0.46   (0.85 %)
Net Assets (Cr) ₹9,827 on 30 Sep 19
Category Equity - ELSS
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio -0.43
Information Ratio -1.22
Alpha Ratio -11.52
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹9,999
31 Oct 16₹11,468
31 Oct 17₹14,737
31 Oct 18₹11,780
31 Oct 19₹12,273

Reliance Tax Saver Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Reliance Tax Saver Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 19

DurationReturns
1 Month 10.7%
3 Month 12.2%
6 Month 1.8%
1 Year 1.2%
3 Year 3.4%
5 Year 4.1%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
2014 83%
2013 3.5%
2012 46.1%
2011 -24.2%
2010 22.5%
2009 82%
Fund Manager information for Reliance Tax Saver Fund (ELSS)
NameSinceTenure
Ashwani Kumar22 Sep 0514.03 Yr.
Kinjal Desai25 May 181.35 Yr.

Data below for Reliance Tax Saver Fund (ELSS) as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services27.16%
Industrials25.98%
Consumer Cyclical21.25%
Basic Materials11.13%
Energy9.8%
Utility2.99%
Consumer Defensive0.06%
Asset Allocation
Asset ClassValue
Cash1.5%
Equity98.5%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
10%₹1,080 Cr34,560,000
↑ 9,315,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | TATAMOTORS
7%₹720 Cr40,500,000
↑ 10,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹708 Cr15,300,000
↓ -900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
7%₹703 Cr4,770,000
↑ 720,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 14 | TATASTEEL
5%₹582 Cr15,300,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | 532343
4%₹471 Cr9,683,297
↓ -756,703
ABB India Ltd (Industrials)
Equity, Since 31 Mar 12 | 500002
4%₹453 Cr3,106,034
↓ -226,966
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
4%₹446 Cr158,829
↓ -3,802
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 18 | HINDPETRO
4%₹378 Cr11,610,000
Ashok Leyland Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500477
3%₹373 Cr48,600,000

4. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 0.7% since its launch.  Ranked 31 in Sectoral category.  Return for 2018 was -23.8% , 2017 was 21.9% and 2016 was 16.2% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (11 Nov 19) ₹10.6521 ↑ 0.09   (0.82 %)
Net Assets (Cr) ₹158 on 30 Sep 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.99
Sharpe Ratio 0
Information Ratio 0
Alpha Ratio 4.27
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹8,601
31 Oct 16₹10,334
31 Oct 17₹13,003
31 Oct 18₹9,542
31 Oct 19₹10,644

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹315,615.
Net Profit of ₹15,615
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 19

DurationReturns
1 Month 10.1%
3 Month 10.8%
6 Month 6.5%
1 Year 7.9%
3 Year 0.7%
5 Year 1.2%
10 Year
15 Year
Since launch 0.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
2014 41.5%
2013 -13.2%
2012 10.3%
2011 -27.1%
2010
2009
Fund Manager information for SBI PSU Fund
NameSinceTenure
Richard D'souza1 Aug 144.75 Yr.

Data below for SBI PSU Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Industrials23.96%
Energy23.91%
Financial Services23.6%
Utility10.72%
Basic Materials7.52%
Asset Allocation
Asset ClassValue
Cash5.37%
Equity89.71%
Debt4.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
11%₹17 Cr617,500
Garden Reach Shipbuilders & Engineers Ltd (Industrials)
Equity, Since 31 Oct 18 | 542011
8%₹12 Cr673,142
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
7%₹11 Cr545,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 19 | 500547
7%₹10 Cr220,000
↑ 70,000
RITES Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 18 | 541556
6%₹9 Cr351,335
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 12 | BEL
6%₹9 Cr800,000
Treps
CBLO/Reverse Repo | -
5%₹8 Cr
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jul 10 | 500312
5%₹8 Cr632,279
Can Fin Homes Ltd (Financial Services)
Equity, Since 31 Mar 19 | 511196
5%₹8 Cr210,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Aug 15 | IOC
5%₹8 Cr558,536

5. ICICI Prudential Banking and Financial Services Fund

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

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

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

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (11 Nov 19) ₹67.25 ↑ 0.45   (0.67 %)
Net Assets (Cr) ₹3,290 on 30 Sep 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.72
Information Ratio -1.02
Alpha Ratio -6.42
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,580
31 Oct 16₹13,946
31 Oct 17₹18,065
31 Oct 18₹16,679
31 Oct 19₹19,637

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 19

DurationReturns
1 Month 9.4%
3 Month 7.9%
6 Month 5.4%
1 Year 16.8%
3 Year 14.1%
5 Year 14.3%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Roshan Chutkey29 Jan 181.67 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services92.82%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.57%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹455 Cr10,500,937
↑ 93,657
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹306 Cr2,496,576
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
8%₹259 Cr9,577,269
Treps
CBLO/Reverse Repo | -
7%₹233 Cr
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹225 Cr24,190,468
↑ 1,504,694
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹201 Cr236,613
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
5%₹169 Cr2,465,934
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹137 Cr15,107,314
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
3%₹114 Cr3,476,303
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIPRULI
3%₹102 Cr2,191,300

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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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