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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019

Updated on August 14, 2019 , 27381 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 (%)
Indiabulls Blue Chip Fund Growth ₹20.26
↑ 0.04
₹238-1.14-2.88.59.3-1.4
SBI Bluechip Fund Growth ₹37.7181
↑ 0.09
₹22,679-0.86.1-3.3610.3-4.1
ICICI Prudential Bluechip Fund Growth ₹40.39
↑ 0.12
₹22,117-1.44.3-3.68.59.4-0.8
Reliance Large Cap Fund Growth ₹32.1043
↑ 0.08
₹13,076-5.31.3-4.58.810.1-0.2
Essel Large Cap Equity Fund Growth ₹22.1068
↑ 0.02
₹112-0.64.2-56.58.8-6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹120.13
↓ -0.05
₹5,026 5,000 -4.2-1.4-14.87.112.8-12
Kotak Emerging Equity Scheme Growth ₹35.902
↑ 0.03
₹4,501 5,000 -1.93.3-8.95.713.3-11.7
Sundaram Mid Cap Fund Growth ₹422.393
↑ 1.97
₹5,955 5,000 -4.80.2-14.62.610.8-15.4
BNP Paribas Mid Cap Fund Growth ₹30.002
↑ 0.21
₹746 5,000 -0.34.1-9.12.89.6-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹23.4659
↑ 0.21
₹1,449 5,000 -2.13.5-13.52.111-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹21.396
↓ -0.03
₹6,079 5,000 -6.9-5.5-19.77.612.8-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹29.6685
↑ 0.12
₹2,366 1,000 -9.1-2.6-22.40.19.7-22.6
Reliance Small Cap Fund Growth ₹35.1526
↓ -0.01
₹8,234 5,000 -8-1.9-18.48.113.2-16.7
Franklin India Smaller Companies Fund Growth ₹47.042
↑ 0.08
₹7,369 5,000 -8.5-4.1-18.31.19.8-17.4
HDFC Small Cap Fund Growth ₹37.848
↑ 0.06
₹8,427 5,000 -7.8-4.8-14.88.812.2-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹24.6865
↑ 0.15
₹13,450 5,000 -1.63.2-8.58.315.3-7.8
Kotak Standard Multicap Fund Growth ₹34.001
↑ 0.09
₹25,845 5,000 -0.75.9-2.19.813.2-0.9
Principal Multi Cap Growth Fund Growth ₹131.41
↑ 0.84
₹887 5,000 -3.10-9.58.29.4-8.7
IDFC Focused Equity Fund Growth ₹33.45
↑ 0.03
₹1,594 5,000 -4.1-0.5-15.76.66-12.7
SBI Magnum Multicap Fund Growth ₹47.2447
↑ 0.16
₹7,650 1,000 0.36.8-2.78.412.8-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹17.3786
↑ 0.01
₹1,903-0.94.7-2.28.6 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹51.18
↓ -0.07
₹2,060-5.12-10.37.910.4-9.4
DSP BlackRock Tax Saver Fund Growth ₹46.675
↑ 0.19
₹5,6461.18.3-1.58.111.6-7.6
Principal Tax Savings Fund Growth ₹192.52
↑ 0.28
₹407-3.10.8-9.289.2-9.2
Aditya Birla Sun Life Tax Relief '96 Growth ₹28.96
↓ -0.02
₹8,850-3.4-2.1-10.57.211.7-4.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹61.99
↑ 0.40
₹3,353-2.39.5-1.212.215.6-0.4
Franklin Build India Fund Growth ₹38.8104
↑ 0.16
₹1,298-4.95.3-4.56.912.4-10.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹27.74
↑ 0.27
₹1,861-18-99.316.1-2.4
Sundaram Rural and Consumption Fund Growth ₹38.2763
↑ 0.19
₹2,251-2.50.2-115.212.2-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹28.36
↑ 0.38
₹390-9.3-0.7-15.17.210.4-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹127.706
↑ 0.70
₹5,499-0.13-9.48.312.6-7.1
L&T India Value Fund Growth ₹33.248
↓ -0.04
₹8,260-31.9-10.46.812-11.4
JM Value Fund Growth ₹29.8639
↑ 0.22
₹126-1.72.9-8.76.510.9-11.2
HDFC Capital Builder Value Fund Growth ₹267.841
↑ 0.96
₹4,585-5-1.4-11.47.39.5-5.5
Templeton India Value Fund Growth ₹226.118
↑ 0.79
₹541-6.4-3-14.84.46.8-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹27.56
↑ 0.10
₹8,0443.58.9-5.312.413.30.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹56.8178
↑ 0.14
₹4,329-0.85.3-3.66.69-4.1
Sundaram Select Focus Fund Growth ₹176.583
↑ 0.26
₹1,0131.47.4-0.9118.71.2
Franklin India Focused Equity Fund Growth ₹38.6558
↑ 0.15
₹8,652-2.86.2-1.67.411.4-8.8
Motilal Oswal Focused 25 Fund  Growth ₹21.0338
↑ 0.13
₹1,1130.66.2-4.4810.1-4.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹27.1882
↑ 0.01
₹19,569 10,000 2.44.79.88.98.77.14%5M 16D6M 18D
Aditya Birla Sun Life Savings Fund Growth ₹381.349
↑ 0.15
₹15,270 1,000 2.44.58.97.87.68.12%6M 7D7M 2D
BOI AXA Ultra Short Duration Fund Growth ₹2,329.86
↑ 0.91
₹339 5,000 2.14.18.187.67.03%4M 28D5M 16D
Indiabulls Ultra Short Term Fund Growth ₹1,866.6
↑ 0.75
₹71 500 24.187.57.17.47%5M 15D5M 16D
UTI Ultra Short Term Fund Growth ₹2,985.52
↑ 1.08
₹3,330 5,000 -2.2-0.53.15.779.43%3M 11D3M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹31.5909
↑ 0.07
₹134-4.9-5.1-23.75.530.66%4M 2D5M 8D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹32.076
↑ 0.04
₹3,1933.35.29.57.26.59.32%2Y 1M 17D2Y 10M 10D
ICICI Prudential Short Term Fund Growth ₹40.0283
↑ 0.05
₹8,6803.15.29.17.35.88.31%1Y 10M 20D2Y 5M 19D
Reliance Short Term Fund Growth ₹35.9745
↑ 0.04
₹6,4773.1596.95.58.55%1Y 11M 19D2Y 4M 10D
UTI Short Term Income Fund Growth ₹20.5622
↑ 0.02
₹2,333-8.6-7.4-4.52.868.42%1Y 10M 10D2Y 2M 9D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹248.445
↑ 0.04
₹583 5,000 0.51.73.67.57.46.72%1M 6D1M 6D
JM Liquid Fund Growth ₹52.2893
↑ 0.02
₹1,442 5,000 0.51.73.57.47.47.4%1M 1D1M 1D
Indiabulls Liquid Fund Growth ₹1,861.87
↑ 0.58
₹1,227 500 0.51.73.57.27.36.43%24D25D
Principal Cash Management Fund Growth ₹1,694.51
↑ 0.49
₹251 5,000 0.51.53.2-2.2-1.86.12%21D23D
Reliance Liquid Fund  Growth ₹4,660.85
↑ 0.77
₹25,565 100 0.51.83.67.57.46.75%1M 9D1M 11D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹15.6046
↑ 0.02
₹3,187 5,000 3.35.49.97.55.98.4%2Y 2M 8D2Y 10M 2D
UTI Banking & PSU Debt Fund Growth ₹14.6351
↑ 0.01
₹171 5,000 4-0.80.95.16.87.54%1Y 8M 5D2Y 3M 28D
Kotak Banking and PSU Debt fund Growth ₹44.1611
↑ 0.09
₹1,790 5,000 46.110.986.77.94%3Y 1M 28D4Y 3M 7D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹248.594
↑ 0.41
₹6,747 1,000 3.9610.57.76.67.86%2Y 10M 2D4Y 7D
DSP BlackRock Banking and PSU Debt Fund Growth ₹16.3789
↑ 0.02
₹1,781 1,000 3.65.510.17.46.37.44%2Y 4M 6D3Y 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹14.4027
↑ 0.01
₹1,515-1.50.33.95.65.99.38%1Y 8M 12D2Y 1M 6D
DHFL Pramerica Credit Risk Fund Growth ₹14.2883
↑ 0.02
₹605-0.5-0.22.55.45.113.57%1Y 5M 1D1Y 11M 19D
HDFC Credit Risk Debt Fund Growth ₹15.6943
↓ -0.01
₹15,0662.44.37.86.95.49.88%1Y 10M 17D2Y 5M 1D
SBI Credit Risk Fund Growth ₹30.2498
↑ 0.03
₹5,3222.22.76.56.76.20%
Principal Credit Risk Fund Growth ₹2,770.53
↓ -2.23
₹82-5-3.5-0.24.76.48.4%1Y 2M 8D1Y 5M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹21.7267
↑ 0.04
₹12,2583.96.310.886.57.94%3Y 4Y 2M 16D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹74.4603
↑ 0.09
₹15,6623.25.410.27.978.1%1Y 9M 4D2Y 4M 6D
Kotak Corporate Bond Fund Standard Growth ₹2,563.37
↑ 2.15
₹2,1492.95.19.587.57.94%1Y 4M 17D1Y 7M 10D
ICICI Prudential Corporate Bond Fund Growth ₹19.803
↑ 0.02
₹7,1433.15.49.47.56.48.07%1Y 6M 29D2Y 1M 28D
Reliance Prime Debt Fund Growth ₹40.1696
↑ 0.04
₹1,17323.987.36.99.54%1Y 4M 2D1Y 6M 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹26.7944
↑ 0.12
₹1,040 5,000 6.91016.5986.83%5Y 7M 10D7Y 11M 16D
SBI Magnum Gilt Fund Growth ₹44.2057
↑ 0.24
₹1,524 5,000 7.610.615.48.75.10%
Aditya Birla Sun Life Government Securities Fund Growth ₹56.0582
↑ 0.29
₹231 1,000 79.215.38.46.97.06%5Y 11M 26D8Y 10M 17D
UTI Gilt Fund Growth ₹44.2217
↑ 0.11
₹557 5,000 7.410.614.89.16.37.35%4Y 3M 22D6Y 8M 19D
Canara Robeco Gilt Fund Growth ₹54.309
↑ 0.26
₹82 5,000 6.98.913.27.64.96.9%6Y 2M 5D9Y 2M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 (%)
Edelweiss Arbitrage Fund Growth ₹14.0789
↓ -0.01
₹3,4331.73.46.66.26.86.1
ICICI Prudential MIP 25 Growth ₹43.0938
↑ 0.02
₹1,6401.44.16.37.99.85.1
SBI Debt Hybrid Fund Growth ₹39.6298
↑ 0.12
₹1,1711.744.54.98.2-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹39.2003
↑ 0.06
₹2,1511.740.35.29.3-2.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹722.43
↑ 1.16
₹12,663-0.72.4-5.74.79.2-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹722.43
↑ 1.16
₹12,663 1,000 -0.72.4-5.74.79.2-5
Principal Hybrid Equity Fund Growth ₹72.57
↑ 0.38
₹1,688 5,000 -3-1-6.39.19.8-1.5
SBI Equity Hybrid Fund Growth ₹133.642
↑ 0.43
₹29,832 1,000 1.47.23.18.711.1-0.1
ICICI Prudential Equity and Debt Fund Growth ₹128.73
↑ 0.33
₹25,617 5,000 -1.85.3-0.17.910.1-1.9
DSP BlackRock Equity and Bond Fund Growth ₹149.3
↑ 0.40
₹6,230 1,000 1.87.7-1.2710.9-5.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹14.0789
↓ -0.01
₹3,433 5,000 1.73.46.66.26.86.1
ICICI Prudential MIP 25 Growth ₹43.0938
↑ 0.02
₹1,640 5,000 1.44.16.37.99.85.1
SBI Debt Hybrid Fund Growth ₹39.6298
↑ 0.12
₹1,171 5,000 1.744.54.98.2-0.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹39.2003
↑ 0.06
₹2,151 1,000 1.740.35.29.3-2.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹722.43
↑ 1.16
₹12,663 1,000 -0.72.4-5.74.79.2-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹14.0789
↓ -0.01
₹3,433 5,000 1.73.46.66.26.86.1
Reliance Arbitrage Fund Growth ₹19.4514
↓ -0.01
₹8,759 5,000 1.73.56.86.46.86.8
Kotak Equity Arbitrage Fund Growth ₹27.0969
↓ -0.02
₹13,769 5,000 1.73.56.76.36.76.3
ICICI Prudential Equity Arbitrage Fund Growth ₹25.0521
↓ -0.02
₹10,338 5,000 1.73.46.66.16.66.2
L&T Arbitrage Opportunities Fund Growth ₹13.905
↓ -0.01
₹699 5,000 1.73.46.46.16.66
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹35.14
↑ 0.01
₹28,709 5,000 0.34.43.37.39.12.4
Reliance Balanced Advantage Fund Growth ₹89.5619
↑ 0.02
₹2,040 5,000 -0.242.48.890.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹52.13
↑ 0.08
₹2,766 1,000 0.94.21.66.88.40.7
L&T Dynamic Equity Fund Growth ₹24.191
↑ 0.03
₹544 5,000 1.13.82.16.17.83.4
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 ₹27.4513
↑ 0.14
₹264 5,000 5.76.46.568.30.4
HDFC Multi-Asset Fund Growth ₹31.063
↓ -0.01
₹161 5,000 -0.33.4-1.74.46-1.9
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
Axis Triple Advantage Fund Growth ₹19.5312
↓ -0.02
₹275 5,000 3.47.31.95.46.91.9
ICICI Prudential Multi-Asset Fund Growth ₹259.572
↑ 0.98
₹11,444 5,000 -0.26.21.78.68.9-2.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹31.8767
↑ 0.04
₹21 5,000 1.24.52.75.98.91.4
HDFC Equity Savings Fund Growth ₹36.226
↑ 0.01
₹5,422 5,000 -0.23.32.17.37.80.9
Principal Equity Savings Fund Growth ₹35.8221
↓ -0.01
₹55 5,000 12.81.85.86.41.6
L&T Equity Savings Fund Growth ₹17.026
↓ -0.01
₹158 5,000 -2.80.1-2.83.96-0.6
IDBI Equity Savings Fund Growth ₹16.3223
↓ -0.02
₹19 5,000 1.32.80.32.54.81.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹54.6957
↑ 0.18
₹64 5,000 -0.31-1.18.410.70.1
Tata Retirement Savings Fund-Moderate Growth ₹28.6195
↑ 0.11
₹1,092 5,000 -1.31.9-6.28.612.4-3.6
Tata Retirement Savings Fund - Progressive Growth ₹27.9231
↑ 0.12
₹650 5,000 0.54.2-6.710.112.4-6.1
Tata Retirement Savings Fund - Conservative Growth ₹19.974
↑ 0.04
₹132 5,000 24.33.56.68.60.8
ICICI Prudential Child Care Plan (Gift) Growth ₹135.02
↑ 0.46
₹645 5,000 -1.63.5-1.45.37.6-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 ₹11.456
↑ 0.02
₹131511.122.24.54.26.6
Aditya Birla Sun Life Gold Fund Growth ₹12.0183
↑ 0.10
₹6417.213.626.154.56.8
Reliance Gold Savings Fund Growth ₹15.5104
↑ 0.06
₹67015.911.524.54.43.86
SBI Gold Fund Growth ₹11.8626
↑ 0.23
₹31816.613.4274.84.36.4
Kotak Gold Fund Growth ₹15.7627
↓ -0.02
₹14117.614.227.96.14.37.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

Best Mutual Funds Based on 1 Month Performance

1. Kotak World Gold Fund

The primary investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of Falcon Gold Equity Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes. The Scheme may also invest a certain portion of its corpus in debt and money market securities and/or units of debt/liquid schemes of Mutual Funds, 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.

Kotak World Gold Fund is a Equity - Global fund was launched on 6 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 0.4% since its launch.  Ranked 15 in Global category.  Return for 2018 was -12.8% , 2017 was -0.6% and 2016 was 44.2% .

Below is the key information for Kotak World Gold Fund

Kotak World Gold Fund
Growth
Launch Date 6 Jun 08
NAV (14 Aug 19) ₹10.432 ↓ -0.12   (-1.11 %)
Net Assets (Cr) ₹35 on 30 Jun 19
Category Equity - Global
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.07
Information Ratio -0.96
Alpha Ratio -15.5
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹5,690
31 Jul 16₹11,682
31 Jul 17₹8,296
31 Jul 18₹7,759
31 Jul 19₹8,780

Kotak World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

Returns for Kotak 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 14 Aug 19

DurationReturns
1 Month 14.3%
3 Month 37.2%
6 Month 27.5%
1 Year 31.1%
3 Year -7%
5 Year -1.9%
10 Year
15 Year
Since launch 0.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12.8%
2017 -0.6%
2016 44.2%
2015 -24.3%
2014 -1.4%
2013 -41.3%
2012 -6.2%
2011 -4.1%
2010 32.7%
2009 51.2%
Fund Manager information for Kotak World Gold Fund
NameSinceTenure
Deepak Gupta31 Jan 154 Yr.

Data below for Kotak World Gold Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Basic Materials93.37%
Asset Allocation
Asset ClassValue
Cash4.1%
Equity93.37%
Other2.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Investec GSF Glb Gold I Acc USD
Investment Fund | -
100%₹35 Cr298,549
Net Current Assets/(Liabilities)
Net Current Assets | -
2%-₹1 Cr
Triparty Repo
CBLO/Reverse Repo | -
2%₹1 Cr

2. 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 3.2% since its launch.  Ranked 11 in Global category.  Return for 2018 was -10.7% , 2017 was -4% and 2016 was 52.7% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (14 Aug 19) ₹14.6148 ↑ 0.16   (1.13 %)
Net Assets (Cr) ₹249 on 30 Jun 19
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.83
Sharpe Ratio 0.46
Information Ratio -0.6
Alpha Ratio -4.62
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 Jul 14₹10,000
31 Jul 15₹6,502
31 Jul 16₹13,245
31 Jul 17₹9,730
31 Jul 18₹8,934
31 Jul 19₹10,944

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 ₹323,701.
Net Profit of ₹23,701
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 14 Aug 19

DurationReturns
1 Month 12.4%
3 Month 32.8%
6 Month 26.7%
1 Year 39.5%
3 Year -5.3%
5 Year 2.2%
10 Year
15 Year
Since launch 3.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
2009 41.5%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 136.25 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Basic Materials94.32%
Industrials0.78%
Asset Allocation
Asset ClassValue
Cash5.64%
Equity94.24%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
95%₹256 Cr1,043,846
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
13%₹36 Cr
Net Receivables/Payables
Net Current Assets | -
9%-₹23 Cr

3. IDBI Gold Fund

The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF).

IDBI Gold Fund is a Gold - Gold fund was launched on 14 Aug 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 1.4% since its launch.  Return for 2018 was 5.8% , 2017 was 1.4% and 2016 was 8.3% .

Below is the key information for IDBI Gold Fund

IDBI Gold Fund
Growth
Launch Date 14 Aug 12
NAV (16 Aug 19) ₹10.9867 ↑ 0.10   (0.93 %)
Net Assets (Cr) ₹31 on 30 Jun 19
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.38
Sharpe Ratio 0.62
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
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 Jul 14₹10,000
31 Jul 15₹8,715
31 Jul 16₹10,968
31 Jul 17₹9,607
31 Jul 18₹9,684
31 Jul 19₹11,422

IDBI 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 ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for IDBI 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 14 Aug 19

DurationReturns
1 Month 10.2%
3 Month 19.8%
6 Month 15.7%
1 Year 29.7%
3 Year 4%
5 Year 3.9%
10 Year
15 Year
Since launch 1.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.8%
2017 1.4%
2016 8.3%
2015 -8.7%
2014 0.2%
2013 -14.5%
2012
2011
2010
2009
Fund Manager information for IDBI Gold Fund
NameSinceTenure
Firdaus Ragina20 Jun 190 Yr.

Data below for IDBI Gold Fund as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash3.09%
Other96.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
IDBI Gold ETF
- | 533719
100%₹31 Cr96,030
↓ -1,737
Net Receivable / Payable
Net Current Assets | -
0%₹0 Cr
Treps
CBLO/Reverse Repo | -
0%₹0 Cr619
↑ 386

4. Kotak Gold Fund

The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Kotak Gold Fund is a Gold - Gold fund was launched on 25 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.6% since its launch.  Return for 2018 was 7.3% , 2017 was 2.5% and 2016 was 10.2% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (16 Aug 19) ₹15.7627 ↓ -0.02   (-0.14 %)
Net Assets (Cr) ₹141 on 30 Jun 19
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 0.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹8,695
31 Jul 16₹10,653
31 Jul 17₹9,672
31 Jul 18₹9,985
31 Jul 19₹11,629

Kotak 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Kotak 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 14 Aug 19

DurationReturns
1 Month 9.7%
3 Month 17.6%
6 Month 14.2%
1 Year 27.9%
3 Year 6.1%
5 Year 4.3%
10 Year
15 Year
Since launch 5.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.3%
2017 2.5%
2016 10.2%
2015 -8.4%
2014 -10%
2013 -7.7%
2012 10.9%
2011
2010
2009
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 118.19 Yr.

Data below for Kotak Gold Fund as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash3.28%
Other96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | KOTAKGOLDE
97%₹137 Cr4,620,547
↓ -50,000
Triparty Repo
CBLO/Reverse Repo | -
3%₹4 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
0%₹0 Cr

5. SBI Gold Fund

The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS).

SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 2.2% since its launch.  Return for 2018 was 6.4% , 2017 was 3.5% and 2016 was 10% .

Below is the key information for SBI Gold Fund

SBI Gold Fund
Growth
Launch Date 12 Sep 11
NAV (16 Aug 19) ₹11.8626 ↑ 0.23   (1.95 %)
Net Assets (Cr) ₹318 on 30 Jun 19
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.47
Sharpe Ratio 0.58
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
31 Jul 14₹10,000
31 Jul 15₹8,857
31 Jul 16₹10,732
31 Jul 17₹9,681
31 Jul 18₹10,000
31 Jul 19₹11,534

SBI 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for SBI 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 14 Aug 19

DurationReturns
1 Month 9.5%
3 Month 16.6%
6 Month 13.4%
1 Year 27%
3 Year 4.8%
5 Year 4.3%
10 Year
15 Year
Since launch 2.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.4%
2017 3.5%
2016 10%
2015 -8.1%
2014 -10.2%
2013 -6.6%
2012 10.9%
2011
2010
2009
Fund Manager information for SBI Gold Fund
NameSinceTenure
Raviprakash Sharma12 Sep 117.64 Yr.

Data below for SBI Gold Fund as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash0.22%
Other99.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI ETF Gold
- | SETFGOLD
100%₹323 Cr1,037,366
↓ -9,000
Treps
CBLO/Reverse Repo | -
0%₹1 Cr
Net Receivable / Payable
CBLO | -
0%-₹1 Cr

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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments

A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:

1. Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small 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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SHRIRAM M JOSHI, posted on 28 Apr 19 7:25 PM

very helpful

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Want to know about MF

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