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Best Performing Mutual Funds in India for 2021 - 2022

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Best Performing Mutual Funds 2021 - 2022

Updated on April 9, 2021 , 104834 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 2021 - 2022

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 (%)2020 (%)
Canara Robeco Bluechip Equity Fund Growth ₹35.53
↓ -0.07
₹1,8193.524.355.516.21723.1
Axis Bluechip Fund Growth ₹39.17
↓ -0.11
₹23,496021.544.515.116.919.7
Kotak Bluechip Fund Growth ₹316.949
↓ -0.29
₹2,2074.424.764.812.914.316.4
BNP Paribas Large Cap Fund Growth ₹118.97
↓ -0.27
₹1,0151.421.949.912.713.716.8
IDFC Large Cap Fund Growth ₹41.85
↓ -0.08
₹694218.65411.113.917.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Mid Cap Fund Growth ₹55.56
↑ 0.18
₹9,7576.930.759.91718.926
Kotak Emerging Equity Scheme Growth ₹58.953
↑ 0.20
₹10,43112.942.990.913.218.321.9
PGIM India Midcap Opportunities Fund Growth ₹32.49
↓ -0.05
₹93412.742.6109.117.618.248.4
DSP BlackRock Midcap Fund Growth ₹78.252
↑ 0.13
₹10,5585.126.466.311.417.323.6
Edelweiss Mid Cap Fund Growth ₹40.247
↑ 0.03
₹1,1871042.287.210.717.226.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
SBI Small Cap Fund Growth ₹82.0713
↑ 0.01
₹7,3118.941.590.212.220.833.6
Nippon India Small Cap Fund Growth ₹61.356
↑ 0.24
₹11,9611747.910810.419.929.2
Kotak Small Cap Fund Growth ₹122.72
↑ 0.67
₹3,0591853.4125.61518.834.2
L&T Emerging Businesses Fund Growth ₹31.46
↑ 0.17
₹5,70013.843.396.6417.315.5
HDFC Small Cap Fund Growth ₹55.33
↑ 0.60
₹10,03315.244.1103.26.116.820.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Parag Parikh Long Term Equity Fund Growth ₹39.6809
↑ 0.26
₹7,45211.124.774.920.21932.3
UTI Equity Fund Growth ₹217.084
↓ -0.18
₹15,7464.233.376.617.61831.5
PGIM India Diversified Equity Fund Growth ₹21.13
₹6767.334.689171835.9
Canara Robeco Equity Diversified Growth ₹185.79
↓ -0.35
₹3,4704.123.556.114.81722.2
DSP BlackRock Equity Fund Growth ₹55.568
↓ -0.16
₹4,8735.332.760.913.417.118.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Canara Robeco Equity Tax Saver Growth ₹95.35
↓ -0.33
₹1,7254.627.263.516.817.527.4
Mirae Asset Tax Saver Fund Growth ₹25.726
↓ -0.04
₹6,3517.430.676.316.721.921.5
Axis Long Term Equity Fund Growth ₹61.9896
↓ -0.18
₹27,2161.229.553.213.816.620.5
Kotak Tax Saver Fund Growth ₹60.09
↓ -0.06
₹1,6797.42966.213.716.114.9
DSP BlackRock Tax Saver Fund Growth ₹66.503
↓ -0.15
₹7,8837.333.56912.916.515
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹115.31
↑ 0.83
₹1,58010.735.3145.731.523.170.6
TATA Digital India Fund Growth ₹27.6154
↑ 0.23
₹99611.933.4123.731.222.154.8
Aditya Birla Sun Life Digital India Fund Growth ₹103.08
↑ 0.56
₹1,0161237.2126.130.52459
SBI Technology Opportunities Fund Growth ₹114.532
↑ 0.73
₹5221131.499.928.120.247.3
Franklin India Technology Fund Growth ₹293.074
↑ 2.99
₹5106.729.1104.328.120.956.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
UTI Value Opportunities Fund Growth ₹83.6037
↓ -0.17
₹5,4414.629.866.612.614.419
ICICI Prudential Value Discovery Fund Growth ₹197.67
↑ 0.45
₹17,6767.431.469.211.713.122.9
Nippon India Value Fund Growth ₹97.0283
↓ -0.39
₹3,4955.931.872.21014.916.3
JM Value Fund Growth ₹42.4623
↓ -0.30
₹1376.135.466.59.716.913.4
L&T India Value Fund Growth ₹46.69
↓ -0.06
₹6,7078.730.376.37.914.614.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
IIFL Focused Equity Fund Growth ₹23.983
↓ -0.16
₹1,5442.327.664.318.118.923.8
Principal Focused Multicap Fund Growth ₹90.19
↓ -0.31
₹5235.630.656.714.416.219.7
Axis Focused 25 Fund Growth ₹38.2
↓ -0.09
₹14,699-0.625.756.413.11821
Motilal Oswal Focused 25 Fund  Growth ₹29.9749
↓ 0.00
₹1,5861.323.95112.315.517.3
ICICI Prudential Focused Equity Fund Growth ₹39.99
↓ -0.06
₹1,087529.86212.113.824.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Best Debt Funds 2021 - 2022

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

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹423.191
↑ 0.02
₹17,0860.92.16.57.374.19%5M 19D6M 7D
ICICI Prudential Ultra Short Term Fund Growth ₹21.5903
↓ 0.00
₹8,85312.267.16.54.91%4M 17D5M 5D
SBI Magnum Ultra Short Duration Fund Growth ₹4,680.73
↑ 0.67
₹10,6250.81.75.26.95.93.76%4M 17D5M 23D
Kotak Savings Fund Growth ₹33.7527
↑ 0.00
₹11,9910.71.75.16.65.83.78%3M 29D4M 6D
UTI Ultra Short Term Fund Growth ₹3,261.58
↑ 0.16
₹2,4020.81.94.94.85.34.08%3M 29D4M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Short Term Debt Fund Growth ₹24.6492
↑ 0.01
₹17,3980.22.3108.6115.62%2Y 2M 17D3Y 2D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹36.6688
↑ 0.01
₹7,6500.32.311.28.211.15.47%1Y 9M 14D2Y 1M 20D
ICICI Prudential Short Term Fund Growth ₹45.9942
↑ 0.00
₹23,7150.52.510.18.210.65.11%1Y 7M 10D2Y 4M 24D
Axis Short Term Fund Growth ₹23.9464
↑ 0.00
₹13,3550.128.98.110.15.02%1Y 7M 6D2Y
IDFC Bond Fund Short Term Plan Growth ₹44.766
↑ 0.01
₹13,5820.21.78.489.75%1Y 10M 24D2Y 2M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Tata Liquid Fund Growth ₹3,227.83
↑ 0.27
₹14,9820.30.81.53.54.33.22%1M 4D1M 4D
Aditya Birla Sun Life Liquid Fund Growth ₹329.62
↑ 0.03
₹33,6040.30.81.53.64.33.34%29D29D
LIC MF Liquid Fund Growth ₹3,706.3
↑ 0.31
₹6,6530.30.81.53.54.33.37%26D27D
Axis Liquid Fund Growth ₹2,274.9
↑ 0.19
₹24,9750.30.81.63.54.33.29%1M 4D1M 5D
ICICI Prudential Liquid Fund Growth ₹303.32
↑ 0.02
₹42,4700.30.81.53.54.33.37%1M 5D1M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Apr 21

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Banking & PSU Debt Fund Growth ₹19.2813
↑ 0.01
₹17,5840.32.19.69.210.94.99%1Y 9M 7D2Y
Nippon India Banking & PSU Debt Fund Growth ₹16.1805
↑ 0.01
₹7,2080.32.29.68.710.95.27%2Y 4M 10D3Y 2M 26D
Kotak Banking and PSU Debt fund Growth ₹50.4623
↑ 0.01
₹10,841-0.229.38.610.55.54%2Y 29D3Y 5M 16D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹284.175
↑ 0.17
₹15,584-0.12.19.88.510.95.32%2Y 2M 23D2Y 9M 25D
SBI Banking and PSU Fund Growth ₹2,457.18
↑ 0.22
₹15,229-0.51.798.310.55.18%2Y 4D2Y 4M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Regular Savings Fund Growth ₹23.6417
↓ -0.01
₹7,1170.93.49.38.29.87.54%1Y 4M 17D1Y 10M 6D
HDFC Credit Risk Debt Fund Growth ₹18.2788
↑ 0.01
₹6,9961.14.810.78.110.97.94%1Y 11M 13D2Y 5M 10D
SBI Credit Risk Fund Growth ₹34.3318
↑ 0.01
₹3,5890.438.979.86.96%1Y 6M 7D1Y 9M
Kotak Credit Risk Fund Growth ₹23.3775
↑ 0.00
₹1,8300.72.47.36.86.66.99%1Y 3M 11D1Y 9M 11D
IDFC Credit Risk Fund Growth ₹13.0614
↑ 0.00
₹8350.22.47.16.77.47.28%2Y 8M 5D3Y 5M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
L&T Triple Ace Bond Fund Growth ₹57.1574
↑ 0.00
₹6,151-0.31.811.59.512.46.89%5Y 4M 2D7Y 4M 6D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹86.1892
↑ 0.03
₹25,3240.42.510.98.911.95.41%2Y 2M 19D2Y 9M
HDFC Corporate Bond Fund Growth ₹25.014
↑ 0.01
₹29,25102.310.58.811.85.61%2Y 8M 18D4Y 3M 3D
Sundaram Corporate Bond Fund Growth ₹31.3618
↑ 0.02
₹1,0410.22.29.78.5115.21%1Y 10M 25D2Y 2M 1D
Kotak Corporate Bond Fund Standard Growth ₹2,908.73
↑ 0.19
₹8,2490.12.18.58.39.75.31%1Y 6M2Y
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Government Securities Fund - Investment Plan Growth ₹27.6046
↓ -0.01
₹1,659-1.40.89.410.313.76.37%5Y 14D6Y 5M 8D
DSP BlackRock Government Securities Fund Growth ₹73.8144
↓ -0.04
₹501-0.31.79.810.113.15.55%5Y 6Y 10M 28D
SBI Magnum Gilt Fund Growth ₹50.616
↓ -0.01
₹4,1130.22.19.69.511.75.05%3Y 5M 1D4Y 6M 29D
Nippon India Gilt Securities Fund Growth ₹30.131
↓ -0.02
₹1,581-10.77.89.311.26.2%5Y 11M 1D8Y 6M 11D
Axis Gilt Fund Growth ₹19.8135
↓ 0.00
₹178-0.61.89.39.213.14.31%2Y 6M3Y 7M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Best Hybrid Funds 2021 - 2022

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 (%)2020 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹15.8674
↓ -0.04
₹5232.619.840.613.4 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹212.53
↓ -0.27
₹4,5653.118.642.112.914.519.7
Edelweiss Balanced Advantage Fund Growth ₹31.8
↓ -0.07
₹2,9402.817.537.512.31222.6
Mirae Asset Hybrid Equity Fund Growth ₹18.934
↓ -0.05
₹4,7133.519.746.912.114.513.7
Kotak Equity Hybrid Fund Growth ₹34.353
↑ 0.10
₹1,3517.327.863.212.113.815.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹15.8674
↓ -0.04
₹5232.619.840.613.4 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹212.53
↓ -0.27
₹4,5653.118.642.112.914.519.7
Mirae Asset Hybrid Equity Fund Growth ₹18.934
↓ -0.05
₹4,7133.519.746.912.114.513.7
Kotak Equity Hybrid Fund Growth ₹34.353
↑ 0.10
₹1,3517.327.863.212.113.815.4
DSP BlackRock Equity and Bond Fund Growth ₹204.386
↓ -0.50
₹6,3253.62446.611.614.317
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹15.8674
↓ -0.04
₹5232.619.840.613.4 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹212.53
↓ -0.27
₹4,5653.118.642.112.914.519.7
Edelweiss Balanced Advantage Fund Growth ₹31.8
↓ -0.07
₹2,9402.817.537.512.31222.6
Mirae Asset Hybrid Equity Fund Growth ₹18.934
↓ -0.05
₹4,7133.519.746.912.114.513.7
Kotak Equity Hybrid Fund Growth ₹34.353
↑ 0.10
₹1,3517.327.863.212.113.815.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Arbitrage Fund  Growth ₹12.674
↑ 0.00
₹6100.91.93.45.4 4.6
L&T Arbitrage Opportunities Fund Growth ₹14.987
↓ 0.00
₹3,3950.91.83.95.35.74.8
Kotak Equity Arbitrage Fund Growth ₹29.0719
↓ -0.01
₹16,3620.91.93.65.35.74.3
Edelweiss Arbitrage Fund Growth ₹15.1253
↓ 0.00
₹3,3930.81.73.45.35.74.5
Nippon India Arbitrage Fund Growth ₹20.8388
↓ 0.00
₹9,9360.81.73.65.35.74.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Edelweiss Balanced Advantage Fund Growth ₹31.8
↓ -0.07
₹2,9402.817.537.512.31222.6
ICICI Prudential Balanced Advantage Fund Growth ₹44.37
↓ -0.08
₹29,9122.714.2399.711.811.7
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹66.06
↓ -0.09
₹2,8681.815.736.89.411.915.4
Nippon India Balanced Advantage Fund Growth ₹109.672
↓ -0.15
₹3,0812.815.834.89.112.511.2
DSP BlackRock Dynamic Asset Allocation Fund Growth ₹18.564
↓ -0.02
₹2,9850.79.924.899.612.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Triple Advantage Fund Growth ₹26.0967
↓ -0.01
₹8621.117.841.211.611.418
HDFC Multi-Asset Fund Growth ₹41.578
↓ -0.04
₹6211.114.144.19.91020.9
ICICI Prudential Multi-Asset Fund Growth ₹336.212
↓ -1.17
₹11,3076.529.947.89.5149.9
SBI Multi Asset Allocation Fund Growth ₹33.518
↑ 0.01
₹317-0.79.722.38.6914.2
UTI Multi Asset Fund Growth ₹40.3238
↑ 0.03
₹68319.831.56.38.813.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Edelweiss Equity Savings Fund Growth ₹16.8727
↓ -0.01
₹1041.89.519.58.69.313
Axis Equity Saver Fund Growth ₹15.28
↓ -0.02
₹7110.911258.59.311.6
Kotak Equity Savings Fund Growth ₹16.8274
↓ 0.00
₹1,3821.17.821.88910.4
SBI Equity Savings Fund Growth ₹15.8293
↓ -0.03
₹1,3431.313.429.87.98.811.9
ICICI Prudential Equity Savings Fund Growth ₹16.01
↑ 0.01
₹1,087310.922.17.594.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹22.728
↓ -0.03
₹1,3828.230.971.110.115.918.3
Tata Retirement Savings Fund - Progressive Growth ₹37.1238
↓ -0.05
₹9770.816.346.88.815.614.4
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹21.548
↓ -0.03
₹5714.922.751.210.714.817.4
Tata Retirement Savings Fund-Moderate Growth ₹37.5565
↓ -0.04
₹1,3340.514.341.28.513.815.1
ICICI Prudential Child Care Plan (Gift) Growth ₹168.27
↑ 0.18
₹7372.819.443.27.611.68.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top 5 Gold Funds 2021 - 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Kotak Gold Fund Growth ₹19.2353
↑ 0.07
₹808-7.2-8.3-0.414.49.126.6
SBI Gold Fund Growth ₹14.384
↑ 0.05
₹893-7.8-8.9-5.813.88.827.4
HDFC Gold Fund Growth ₹14.7951
↑ 0.06
₹1,082-8-8.9-0.913.78.827.5
Axis Gold Fund Growth ₹14.3895
↑ 0.07
₹212-7.5-8.40.613.68.326.9
Invesco India Gold Fund Growth ₹13.957
↓ -0.19
₹45-9.8-9.2-0.213.58.727.2
ICICI Prudential Regular Gold Savings Fund Growth ₹15.3083
↑ 0.08
₹454-7.7-9-1.813.58.726.6
Aditya Birla Sun Life Gold Fund Growth ₹14.4376
↑ 0.19
₹215-7.1-7.91.213.48.726
Nippon India Gold Savings Fund Growth ₹18.9753
↑ 0.08
₹1,275-7.8-9-1.213.48.326.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Best Mutual Funds Based on 1 Month Performance

1. Franklin India Feeder - Franklin U S Opportunities Fund

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 CAGR/Annualized return of 19.7% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (08 Apr 21) ₹52.2005 ↑ 0.68   (1.32 %)
Net Assets (Cr) ₹2,852 on 28 Feb 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.64
Information Ratio -0.16
Alpha Ratio -0.38
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,162
31 Mar 18₹13,192
31 Mar 19₹15,635
31 Mar 20₹16,448
31 Mar 21₹25,298

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21

DurationReturns
1 Month 11.2%
3 Month 2.6%
6 Month 12.1%
1 Year 53%
3 Year 27.2%
5 Year 21.8%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology28.04%
Health Care16.59%
Financial Services13.59%
Consumer Cyclical12.97%
Communication Services7.86%
Real Estate4.74%
Industrials4.65%
Consumer Defensive3.12%
Basic Materials1.17%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity93.88%
Other3.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,852 Cr5,348,649
↑ 148,968
Call, Cash & Other Assets
Net Current Assets | -
0%₹0 Cr

2. Principal Global Opportunities Fund

The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund.

Principal Global Opportunities Fund is a Equity - Global fund was launched on 29 Mar 04. It is a fund with High risk and has given a CAGR/Annualized return of 9.3% since its launch.  Ranked 8 in Global category.  Return for 2020 was 16.5% , 2019 was 32.5% and 2018 was -15.5% .

Below is the key information for Principal Global Opportunities Fund

Principal Global Opportunities Fund
Growth
Launch Date 29 Mar 04
NAV (09 Apr 21) ₹45.1667 ↑ 0.63   (1.41 %)
Net Assets (Cr) ₹26 on 28 Feb 21
Category Equity - Global
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk High
Expense Ratio 1.4
Sharpe Ratio 1.16
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 2,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,369
31 Mar 18₹14,262
31 Mar 19₹13,274
31 Mar 20₹11,527
31 Mar 21₹20,684

Principal Global Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Principal Global Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21

DurationReturns
1 Month 10%
3 Month 14.1%
6 Month 35.5%
1 Year 77.4%
3 Year 15.3%
5 Year 17.4%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.5%
2019 32.5%
2018 -15.5%
2017 30.9%
2016 10.1%
2015 -9.6%
2014 -2.6%
2013 5.4%
2012 21.5%
2011 -2.6%
Fund Manager information for Principal Global Opportunities Fund
NameSinceTenure
Rajat Jain1 Oct 0515.51 Yr.

Data below for Principal Global Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials20.44%
Financial Services18.49%
Consumer Cyclical17.93%
Technology14.37%
Basic Materials8.34%
Health Care5.33%
Consumer Defensive4.4%
Communication Services3.6%
Energy1.72%
Utility0.98%
Asset Allocation
Asset ClassValue
Cash4.29%
Equity95.6%
Other0.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Principal Origin Glb Smlr Coms I Acc USD
Investment Fund | -
98%₹25 Cr147,033
91 DTB 29042021
Sovereign Bonds | -
0%₹0 Cr1,000
Treps 01-Mar-2021
CBLO/Reverse Repo | -
3%₹1 Cr
Net Receivable / Payable
Net Current Assets | -
1%₹0 Cr

3. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. 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 units of money market/liquid schemes of DSP Merrill Lynch 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."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 4.6% since its launch.  Ranked 11 in Global category.  Return for 2020 was 31.4% , 2019 was 35.1% and 2018 was -10.7% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (08 Apr 21) ₹18.5057 ↑ 0.15   (0.80 %)
Net Assets (Cr) ₹804 on 28 Feb 21
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.32
Sharpe Ratio 0.52
Information Ratio -0.47
Alpha Ratio 4.34
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,077
31 Mar 18₹9,622
31 Mar 19₹10,212
31 Mar 20₹11,099
31 Mar 21₹15,098

DSP BlackRock World 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for DSP BlackRock World 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 8 Apr 21

DurationReturns
1 Month 10%
3 Month -5.6%
6 Month -8.9%
1 Year 30.8%
3 Year 18.8%
5 Year 10.1%
10 Year
15 Year
Since launch 4.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 138.09 Yr.

Data below for DSP BlackRock World Gold Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Basic Materials90.74%
Asset Allocation
Asset ClassValue
Cash5.77%
Equity91.82%
Debt0.01%
Other2.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
95%₹763 Cr2,490,436
↑ 52,940
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
6%₹48 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹8 Cr

4. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

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

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 42 in Sectoral category.  Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (09 Apr 21) ₹114.532 ↑ 0.73   (0.64 %)
Net Assets (Cr) ₹522 on 28 Feb 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio 1.58
Information Ratio 0.05
Alpha Ratio 2.67
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹9,639
31 Mar 18₹11,777
31 Mar 19₹13,802
31 Mar 20₹12,008
31 Mar 21₹23,000

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21

DurationReturns
1 Month 9.2%
3 Month 11%
6 Month 31.4%
1 Year 99.9%
3 Year 28.1%
5 Year 20.2%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 119.84 Yr.

Data below for SBI Technology Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology76.28%
Communication Services11.73%
Industrials4.53%
Financial Services2.11%
Asset Allocation
Asset ClassValue
Cash5.35%
Equity94.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
28%₹147 Cr1,172,200
↑ 244,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
11%₹55 Cr191,411
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹44 Cr486,074
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹37 Cr673,130
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
6%₹32 Cr352,935
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 532809
6%₹29 Cr2,955,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹25 Cr14,690
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
5%₹24 Cr144,100
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
5%₹24 Cr1,615
Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT
5%₹24 Cr362,150

5. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 21.2% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (09 Apr 21) ₹27.6154 ↑ 0.23   (0.83 %)
Net Assets (Cr) ₹996 on 28 Feb 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 1.59
Information Ratio -0.47
Alpha Ratio -0.87
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹9,025
31 Mar 18₹11,644
31 Mar 19₹14,392
31 Mar 20₹12,005
31 Mar 21₹24,921

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21

DurationReturns
1 Month 8.5%
3 Month 11.9%
6 Month 33.4%
1 Year 123.7%
3 Year 31.2%
5 Year 22.1%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 200.95 Yr.
Meeta Shetty20 Apr 200.95 Yr.

Data below for TATA Digital India Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology85.03%
Industrials6.04%
Communication Services5.81%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity96.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
24%₹238 Cr1,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
10%₹101 Cr349,126
↑ 67,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹94 Cr1,039,000
↑ 55,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
7%₹72 Cr435,363
↓ -85,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹65 Cr1,596,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
7%₹65 Cr710,000
↑ 100,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
4%₹39 Cr245,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
3%₹34 Cr1,505,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
3%₹31 Cr179,000
↑ 30,000
Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 500408
3%₹29 Cr109,000
↓ -15,000

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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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Excellent Very helpful for seclecting top most mutual funds for Investment

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Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.

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very helpful

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