fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
Best Performing Mutual Funds in India for 2020 - 2021

Fincash » Mutual Funds » Best Mutual Funds

Best Performing Mutual Funds 2020 - 2021

Updated on January 24, 2020 , 43150 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 2020 - 2021

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 (%)2019 (%)
SBI Bluechip Fund Growth ₹42.2816
↑ 0.35
₹23,6414.8101610.88.811.6
Essel Large Cap Equity Fund Growth ₹24.6152
↑ 0.15
₹976.69.714.410.57.911.7
JM Core 11 Fund Growth ₹9.5919
↑ 0.10
₹561.114.313.812.59.410.6
Indiabulls Blue Chip Fund Growth ₹22.58
↑ 0.16
₹1694.59.713.8128.412
ICICI Prudential Bluechip Fund Growth ₹45.06
↑ 0.33
₹25,0255.9913.112.28.29.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T Midcap Fund Growth ₹141.86
↑ 1.32
₹5,992 5,000 10.215.89.810.210.6-0.2
Kotak Emerging Equity Scheme Growth ₹43.718
↑ 0.43
₹5,888 5,000 14.120.320.411.811.28.9
Sundaram Mid Cap Fund Growth ₹493.822
↑ 3.40
₹5,901 5,000 11.315.610.66.28.5-0.3
BNP Paribas Mid Cap Fund Growth ₹35.533
↑ 0.25
₹754 5,000 12.91817.29.28.45.2
Motilal Oswal Midcap 30 Fund  Growth ₹28.5271
↑ 0.45
₹1,812 5,000 10.124.921.98.39.49.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T Emerging Businesses Fund Growth ₹24.15
↓ -0.01
₹5,941 5,000 88.70.9910.7-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹33.181
↑ 0.20
₹2,255 1,000 9.86.40.92.86.7-11.5
Nippon India Small Cap Fund Growth ₹41.6542
↑ 0.11
₹8,525 5,000 11.214.58.11010.4-2.5
Franklin India Smaller Companies Fund Growth ₹52.6194
↑ 0.34
₹6,929 5,000 8.37.11.74.16.7-5
HDFC Small Cap Fund Growth ₹40.852
↑ 0.07
₹9,232 5,000 5.54-2.310.79.3-9.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Motilal Oswal Multicap 35 Fund Growth ₹27.4063
↑ 0.25
₹13,131 5,000 3.210.711.810.311.37.9
Kotak Standard Multicap Fund Growth ₹38.608
↑ 0.40
₹29,598 5,000 7.812.417.113.610.312.3
Principal Multi Cap Growth Fund Growth ₹146.74
↑ 1.06
₹732 5,000 6.98.58.210.88.43.9
IDFC Focused Equity Fund Growth ₹39.84
↑ 0.46
₹1,506 5,000 8.617.313.313.36.78.9
SBI Magnum Multicap Fund Growth ₹52.7857
↑ 0.59
₹8,480 1,000 610.315.812.310.611
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata India Tax Savings Fund Growth ₹19.6285
↑ 0.14
₹2,0947.110.916.813.211.113.6
IDFC Tax Advantage (ELSS) Fund Growth ₹57.16
↑ 0.32
₹2,1198.18.39.311.48.41.9
DSP BlackRock Tax Saver Fund Growth ₹53.043
↑ 0.40
₹6,2606.213.419.511.810.314.8
L&T Tax Advantage Fund Growth ₹57.388
↑ 0.30
₹3,3828.511.711.910.48.44.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹33.04
↑ 0.33
₹10,0296.713.58.712.29.14.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.15
↑ 0.18
₹1,9957.412.91814.911.914.9
ICICI Prudential Banking and Financial Services Fund Growth ₹70.93
↑ 0.54
₹3,5921211.317.616.512.514.5
Sundaram Rural and Consumption Fund Growth ₹44.6781
↑ 0.33
₹1,958715.811.89.411.22.7
Franklin Build India Fund Growth ₹43.1119
↑ 0.37
₹1,2208.55.711.29.97.86
IDFC Infrastructure Fund Growth ₹14.96
↑ 0.15
₹7567.94.673.55.1-5.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T India Value Fund Growth ₹37.53
↑ 0.17
₹7,7598.69.310.78.29.54.6
Tata Equity PE Fund Growth ₹140.368
↑ 0.46
₹5,1844.29.610.29.69.45.3
JM Value Fund Growth ₹34.8638
↑ 0.28
₹1245.316.717.411.110.211.9
IDFC Sterling Value Fund Growth ₹50.53
↑ 0.47
₹3,132109.24.89.36.5-6.2
Templeton India Value Fund Growth ₹250.87
↑ 1.63
₹49196.246.15.4-0.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Focused 25 Fund Growth ₹31.31
↑ 0.31
₹9,1104.815.522.21811.914.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹64.3413
↑ 0.46
₹4,4227.710.316.610.97.711.3
DSP BlackRock Focus Fund Growth ₹26.133
↑ 0.16
₹2,0516.617.222.811.38.418
Motilal Oswal Focused 25 Fund  Growth ₹24.3792
↑ 0.18
₹1,2054.315.920.5128.517.1
Sundaram Select Focus Fund Growth ₹196.94
↑ 1.47
₹1,0565.810.917.315.98.115
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Best Debt Funds 2020 - 2021

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 (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹393.497
↑ 0.11
₹15,847 1,000 1.63.88.37.68.56.31%5M 16D6M 7D
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.0286
↑ 0.01
₹16,894 10,000 -2.204.77.29.610.37%5M 19D7M 2D
Indiabulls Ultra Short Term Fund Growth ₹1,915.65
↑ 0.39
₹36 500 1.43.17.37.17.65.51%5M 19D
BOI AXA Ultra Short Duration Fund Growth ₹2,393.66
↑ 0.45
₹293 5,000 1.43.37.37.67.55.73%4M 24D5M 9D
UTI Ultra Short Term Fund Growth ₹3,084.54
↑ 0.53
₹2,276 5,000 1.63.53.25.63.37.48%3M 7D4M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
PGIM India Short Maturity Fund Growth ₹32.7947
↑ 0.02
₹460.27.3-1.13.6-0.57.98%2Y 29D2Y 6M 14D
ICICI Prudential Short Term Fund Growth ₹41.5767
↑ 0.02
₹12,3542.14.49.87.19.77.4%2Y 2M 12D2Y 11M 8D
Nippon India Short Term Fund Growth ₹37.2969
↑ 0.03
₹7,0271.84.59.46.89.47.25%1Y 11M 8D2Y 3M 18D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹32.9248
↑ 0.02
₹3,1410.93.18.46.68.58.57%1Y 11M 12D2Y 5M 26D
UTI Short Term Income Fund Growth ₹21.3389
↑ 0.01
₹2,0491.94.5-3.62.6-3.97.3%2Y 2Y 3M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Liquid Funds

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
PGIM India Insta Cash Fund Growth ₹254.502
↑ 0.04
₹503 5,000 0.41.32.86.66.75.35%1M 2D1M 2D
JM Liquid Fund Growth ₹53.5053
↑ 0.01
₹1,841 5,000 0.41.32.76.46.65.14%24D24D
Indiabulls Liquid Fund Growth ₹1,906.11
↑ 0.27
₹611 500 0.41.32.86.46.65.42%1M 20D1M 20D
Principal Cash Management Fund Growth ₹1,733.25
↑ 0.24
₹213 5,000 0.41.22.766.25.03%18D19D
Nippon India Liquid Fund  Growth ₹4,773.48
↑ 0.66
₹24,235 100 0.41.32.86.56.75.38%1M 12D1M 15D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jan 20

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Banking and PSU Debt Fund Growth ₹16.2463
↑ 0.01
₹4,848 5,000 2.24.810.47.310.27.24%2Y 3M 29D3Y 18D
UTI Banking & PSU Debt Fund Growth ₹14.8701
↑ 0.01
₹146 5,000 1.71.91.43.9-17.01%2Y 8M 16D3Y 6M 20D
Kotak Banking and PSU Debt fund Growth ₹45.9523
↑ 0.01
₹4,204 5,000 2.24.511.17.910.87.09%2Y 10M 10D3Y 9M 22D
ICICI Prudential Banking and PSU Debt Fund Growth ₹22.9409
↑ 0.01
₹8,317 5,000 2.44.110.2710.17.01%2Y 7M 24D4Y 1M 20D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹257.273
↑ 0.13
₹9,845 1,000 1.93.910.27.39.96.7%2Y 3M 14D2Y 11M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹14.9343
↑ 0.01
₹1,2602.14.24.45.54.49.2%1Y 8M 12D2Y 1M 6D
PGIM India Credit Risk Fund Growth ₹14.718
↑ 0.01
₹3641.34.235310.61%1Y 5M 8D1Y 10M 13D
HDFC Credit Risk Debt Fund Growth ₹16.3636
↑ 0.01
₹14,4752.44.59.26.88.69%1Y 10M 13D2Y 6M 3D
SBI Credit Risk Fund Growth ₹31.2799
↑ 0.01
₹5,0761.746.76.46.58.69%1Y 11M 1D2Y 5M 26D
DSP BlackRock Credit Risk Fund Growth ₹28.782
↑ 0.02
₹1,3961.924.42.64.48.46%1Y 2M 5D1Y 5M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Corporate Bond Fund Growth ₹22.4374
↑ 0.01
₹12,3201.93.910.47.610.36.95%3Y 1M 17D4Y 2M 19D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹77.0681
↑ 0.05
₹17,5871.949.77.69.66.68%1Y 7M 2D1Y 11M 23D
ICICI Prudential Corporate Bond Fund Growth ₹20.5645
↑ 0.01
₹11,3392.14.49.97.49.96.96%1Y 9M2Y 4M 24D
Kotak Corporate Bond Fund Standard Growth ₹2,658.55
↑ 1.58
₹4,4181.94.59.67.99.66.82%1Y 6M1Y 8M 19D
Nippon India Prime Debt Fund Growth ₹41.4917
↑ 0.04
₹9082.147.87.17.88.68%1Y 3M 7D1Y 5M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹45.3496
↑ 0.04
₹1,945 5,000 1.92.614.17.213.15.87%3Y 9M 29D5Y 11M 19D
Nippon India Gilt Securities Fund Growth ₹27.4105
↑ 0.04
₹1,118 5,000 1.52.613.17.612.46.86%6Y 8M 23D10Y 14D
UTI Gilt Fund Growth ₹44.8629
↑ 0.03
₹531 5,000 0.91.512.56.911.86.35%3Y 8M 26D5Y 4M 17D
Aditya Birla Sun Life Government Securities Fund Growth ₹57.1358
↑ 0.06
₹231 1,000 1.31.711.87.2116.87%5Y 10M 6D8Y 3M 18D
ICICI Prudential Gilt Fund Growth ₹69.5169
↑ 0.10
₹1,417 5,000 2.22.711.26.310.86.73%5Y 3M8Y 8M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Best Hybrid Funds 2020 - 2021

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 (%)2019 (%)
ICICI Prudential MIP 25 Growth ₹45.708
↑ 0.10
₹1,7103.15.610.38.78.59.6
SBI Debt Hybrid Fund Growth ₹41.7619
↑ 0.13
₹1,06825.59.55.27.18.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹774.81
↑ 4.86
₹10,5123.76.47.16.76.44.8
Edelweiss Arbitrage Fund Growth ₹14.4092
↑ 0.00
₹3,8701.32.76.26.16.56.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.2807
↑ 0.10
₹1,7870.62.96.14.96.85.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹774.81
↑ 4.86
₹10,512 1,000 3.76.47.16.76.44.8
Principal Hybrid Equity Fund Growth ₹78.29
↑ 0.43
₹1,428 5,000 4.75.8510.38.82.1
DSP BlackRock Equity and Bond Fund Growth ₹168.297
↑ 1.33
₹6,279 1,000 4.913.718.810.49.314.2
SBI Equity Hybrid Fund Growth ₹148.742
↑ 0.84
₹31,620 1,000 5.810.417.212.89.413.5
ICICI Prudential Equity and Debt Fund Growth ₹142.07
↑ 0.70
₹23,073 5,000 7.36.912.99.58.79.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
ICICI Prudential MIP 25 Growth ₹45.708
↑ 0.10
₹1,710 5,000 3.15.610.38.78.59.6
SBI Debt Hybrid Fund Growth ₹41.7619
↑ 0.13
₹1,068 5,000 25.59.55.27.18.1
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹774.81
↑ 4.86
₹10,512 1,000 3.76.47.16.76.44.8
Edelweiss Arbitrage Fund Growth ₹14.4092
↑ 0.00
₹3,870 5,000 1.32.76.26.16.56.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.2807
↑ 0.10
₹1,787 1,000 0.62.96.14.96.85.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Edelweiss Arbitrage Fund Growth ₹14.4092
↑ 0.00
₹3,870 5,000 1.32.76.26.16.56.2
Nippon India Arbitrage Fund Growth ₹19.8846
↑ 0.01
₹10,528 5,000 1.22.66.26.26.66.2
Kotak Equity Arbitrage Fund Growth ₹27.7097
↑ 0.01
₹17,486 5,000 1.32.76.26.26.56.1
L&T Arbitrage Opportunities Fund Growth ₹14.233
↑ 0.01
₹799 5,000 1.32.76.16.16.46
ICICI Prudential Equity Arbitrage Fund Growth ₹25.604
↑ 0.01
₹13,566 5,000 1.32.66.166.45.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
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 ₹38.56
↑ 0.18
₹28,528 5,000 4.48.71310.28.910.8
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹56.58
↑ 0.21
₹2,726 1,000 4.67.811.47.48.38.1
Nippon India Balanced Advantage Fund Growth ₹96.103
↑ 0.46
₹2,694 5,000 5.46.510.410.47.38.3
Edelweiss Balanced Advantage Fund Growth ₹25.16
↑ 0.16
₹1,471 1,000 4.48.811.410.46.47.8
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 (%)2019 (%)
SBI Multi Asset Allocation Fund Growth ₹29.3951
↑ 0.16
₹254 5,000 3.38.412.87.58.210.6
HDFC Multi-Asset Fund Growth ₹34.434
↑ 0.04
₹206 5,000 6.5912.36.86.89.3
Axis Triple Advantage Fund Growth ₹21.8222
↑ 0.15
₹286 5,000 4.112.919.710.57.115.3
ICICI Prudential Multi-Asset Fund Growth ₹281.257
↑ 1.16
₹11,871 5,000 6.65.711.69.57.77.7
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 24 Jan 20

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
PGIM India Equity Savings Fund Growth ₹33.5358
↑ 0.04
₹36 5,000 2.34.99.77.47.410.6
HDFC Equity Savings Fund Growth ₹37.933
↑ 0.07
₹4,346 5,000 3.53.46.96.87.75.8
L&T Equity Savings Fund Growth ₹18.261
↑ 0.03
₹115 5,000 4.95.96.35.65.23.7
Principal Equity Savings Fund Growth ₹37.1762
↑ 0.12
₹45 5,000 1.93.46.16.35.75.1
IDBI Equity Savings Fund Growth ₹17.4699
↑ 0.05
₹14 5,000 2.76.78.644.57.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata Retirement Savings Fund - Progressive Growth ₹31.947
↑ 0.22
₹743 5,000 4.813.516.914.410.911.5
Tata Retirement Savings Fund-Moderate Growth ₹32.2758
↑ 0.19
₹1,157 5,000 4.41213.112.110.38.6
SBI Magnum Children's Benefit Plan Growth ₹57.5225
↑ 0.13
₹65 5,000 2.54.64.88.59.62.6
Tata Retirement Savings Fund - Conservative Growth ₹21.0561
↑ 0.05
₹135 5,000 2.15.49.67.27.87.6
ICICI Prudential Child Care Plan (Gift) Growth ₹148.59
↑ 0.79
₹662 5,000 96.811.29.57.48.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Top 5 Gold Funds 2020 - 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Invesco India Gold Fund Growth ₹12.2462
↓ -0.28
₹155.214.322.595.921.4
Aditya Birla Sun Life Gold Fund Growth ₹12.5581
↓ -0.12
₹763.412.6238.75.921.3
Nippon India Gold Savings Fund Growth ₹16.6644
↑ 0.09
₹755514.723.49.35.822.5
SBI Gold Fund Growth ₹12.5311
↑ 0.00
₹3974.214.823.29.95.922.8
Kotak Gold Fund Growth ₹16.6619
↑ 0.04
₹2053.315.324.410.5624.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

Best Mutual Funds Based on 1 Month Performance

1. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 23 in Small Cap category.  Return for 2019 was 5% , 2018 was -17.3% and 2017 was 44% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (24 Jan 20) ₹79.728 ↑ 0.66   (0.84 %)
Net Assets (Cr) ₹1,360 on 31 Dec 19
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.17
Information Ratio 0.66
Alpha Ratio 11.78
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 Dec 14₹10,000
31 Dec 15₹10,736
31 Dec 16₹11,688
31 Dec 17₹16,833
31 Dec 18₹13,921
31 Dec 19₹14,623

Kotak Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 11.7%
3 Month 13.4%
6 Month 20.2%
1 Year 17.8%
3 Year 8.8%
5 Year 9%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
2011 -26.9%
2010 28%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 109.86 Yr.

Data below for Kotak Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials23.63%
Industrials23.6%
Consumer Cyclical21.15%
Financial Services11.28%
Technology6.08%
Consumer Defensive4.61%
Health Care2.69%
Energy2.54%
Real Estate1.88%
Communication Services0.46%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹49 Cr1,832,553
↑ 44,718
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
3%₹42 Cr359,368
↑ 1,116
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹41 Cr283,805
↑ 10,511
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
3%₹40 Cr308,706
PI Industries Ltd (Basic Materials)
Equity, Since 31 Oct 18 | PIIND
3%₹39 Cr265,514
↓ -5,469
JMC Projects (India) Ltd (Industrials)
Equity, Since 31 Oct 18 | 522263
3%₹37 Cr3,655,329
↑ 61,455
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 17 | 540699
3%₹35 Cr106,898
↑ 1,921
Prataap Snacks Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 540724
3%₹35 Cr401,162
↑ 3,565
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹35 Cr356,626
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 523385
3%₹35 Cr266,061
↑ 7,168

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 19 in Small Cap category.  Return for 2019 was -6.1% , 2018 was -29.2% and 2017 was 55.6% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (24 Jan 20) ₹82.6 ↑ 0.59   (0.72 %)
Net Assets (Cr) ₹1,057 on 31 Dec 19
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio -0.34
Information Ratio -0.8
Alpha Ratio 1.67
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,779
31 Dec 16₹10,765
31 Dec 17₹16,748
31 Dec 18₹11,862
31 Dec 19₹11,144

Sundaram Small Cap 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 Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 11.6%
3 Month 11.6%
6 Month 12.4%
1 Year 6%
3 Year 2%
5 Year 3.5%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
2011 -32.7%
2010 10.2%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
S Krishnakumar6 Oct 0613.08 Yr.

Data below for Sundaram Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.35%
Consumer Cyclical24.93%
Basic Materials16.45%
Health Care10.87%
Technology5.48%
Financial Services4.64%
Communication Services3.35%
Real Estate2.7%
Consumer Defensive2.2%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
6%₹60 Cr682,501
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
5%₹57 Cr1,202,877
↓ -26,125
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
4%₹42 Cr365,000
↓ -24,214
HeidelbergCement India Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 500292
4%₹39 Cr2,039,127
Timken India Ltd (Industrials)
Equity, Since 30 Nov 14 | 522113
4%₹38 Cr440,000
↓ -4,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 30 Apr 16 | THYROCARE
3%₹36 Cr660,815
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Sep 12 | 532706
3%₹36 Cr1,001,388
DCB Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532772
3%₹35 Cr1,900,000
↓ -31,856
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 Aug 09 | 522287
3%₹30 Cr660,000
↓ -10,000
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 590006
3%₹30 Cr673,098
↓ -16,902

3. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 7 in Small Cap category.  Return for 2019 was 0.7% , 2018 was -25.5% and 2017 was 42.8% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (24 Jan 20) ₹57.89 ↑ 0.35   (0.61 %)
Net Assets (Cr) ₹4,918 on 31 Dec 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.06
Information Ratio -0.55
Alpha Ratio 6.67
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 Dec 14₹10,000
31 Dec 15₹12,037
31 Dec 16₹13,571
31 Dec 17₹19,376
31 Dec 18₹14,444
31 Dec 19₹14,552

DSP BlackRock Small Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 11.3%
3 Month 13.3%
6 Month 14.8%
1 Year 11%
3 Year 3.4%
5 Year 8.8%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
2011 -27.2%
2010 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 109.37 Yr.
Jay Kothari1 Mar 136.67 Yr.
Resham Jain16 Mar 181.63 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical26.1%
Basic Materials25.38%
Industrials14.31%
Financial Services8.69%
Health Care8.68%
Consumer Defensive3.67%
Technology2.83%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash8.3%
Equity91.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
9%₹412 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
5%₹250 Cr2,187,281
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹207 Cr512,010
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹164 Cr9,022,562
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹157 Cr1,003,322
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹131 Cr998,279
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 14 | FINCABLES
3%₹129 Cr3,509,172
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
3%₹126 Cr394,114
↓ -123,327
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
2%₹120 Cr1,372,303
↓ -165,822
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
2%₹113 Cr1,141,797

4. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 18 in Mid Cap category.  Return for 2019 was 5.2% , 2018 was -17.5% and 2017 was 49% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (24 Jan 20) ₹35.533 ↑ 0.25   (0.72 %)
Net Assets (Cr) ₹754 on 31 Dec 19
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.19
Information Ratio -0.36
Alpha Ratio 3.95
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹11,528
31 Dec 16₹11,388
31 Dec 17₹16,970
31 Dec 18₹14,001
31 Dec 19₹14,730

BNP Paribas Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 10.6%
3 Month 12.9%
6 Month 18%
1 Year 17.2%
3 Year 9.2%
5 Year 8.4%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
2013 9.5%
2012 52.2%
2011 -20.8%
2010 24.7%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Abhijeet Dey7 Oct 163.15 Yr.
Karthikraj Lakshamanan16 Nov 163.04 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services29.23%
Basic Materials15.92%
Consumer Cyclical12.93%
Industrials10.19%
Utility9.63%
Health Care8%
Communication Services5.53%
Consumer Defensive2.57%
Energy1.1%
Technology1.04%
Asset Allocation
Asset ClassValue
Cash3.85%
Equity96.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Nippon Life Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 19 | 540767
4%₹33 Cr925,047
↓ -134,953
Treps
CBLO/Reverse Repo | -
4%₹32 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | CUB
4%₹31 Cr1,388,000
↓ -34,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 19 | 539336
4%₹30 Cr1,426,489
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 18 | 533398
4%₹28 Cr415,300
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 18 | APOLLOHOSP
4%₹26 Cr183,700
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹25 Cr155,018
Voltas Ltd (Industrials)
Equity, Since 31 Oct 18 | VOLTAS
3%₹24 Cr339,400
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Sep 15 | 532702
3%₹24 Cr1,100,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹23 Cr2,545,000

5. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 40 in Mid Cap category.  Return for 2019 was 3.6% , 2018 was -16.1% and 2017 was 37% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (24 Jan 20) ₹19.6 ↑ 0.14   (0.72 %)
Net Assets (Cr) ₹133 on 31 Dec 19
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.92
Sharpe Ratio 0.09
Information Ratio -0.19
Alpha Ratio 6.87
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,789
31 Dec 16₹10,644
31 Dec 17₹14,578
31 Dec 18₹12,230
31 Dec 19₹12,666

PGIM India Midcap 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 ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for PGIM India Midcap 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 24 Jan 20

DurationReturns
1 Month 10.5%
3 Month 12.8%
6 Month 18.9%
1 Year 12.8%
3 Year 6.4%
5 Year 5.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
2011
2010
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha5 Apr 181.74 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services26.22%
Basic Materials19.97%
Consumer Cyclical13.69%
Industrials13.14%
Health Care8.78%
Technology6.7%
Consumer Defensive6.52%
Utility2.26%
Energy1.36%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | CUB
5%₹6 Cr260,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500800
4%₹5 Cr155,000
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Apr 18 | 533758
4%₹5 Cr26,000
↓ -1,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 18 | CHOLAFIN
3%₹5 Cr150,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 19 | 500034
3%₹4 Cr10,000
Bharat Rasayan Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 590021
3%₹4 Cr6,500
↑ 229
Atul Ltd (Basic Materials)
Equity, Since 31 May 19 | ATUL
3%₹4 Cr10,000
Voltas Ltd (Industrials)
Equity, Since 31 Jul 19 | VOLTAS
3%₹4 Cr60,000
↑ 5,000
Abbott India Ltd (Healthcare)
Equity, Since 31 Mar 17 | 500488
3%₹4 Cr3,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 533398
3%₹4 Cr50,000

How to Invest in Best Mutual Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 4.4, based on 127 reviews.
POST A COMMENT

SHRIRAM M JOSHI, posted on 28 Apr 19 7:25 PM

very helpful

Prashant Bhalerao, posted on 28 Apr 19 3:31 PM

Want to know about MF

Ridhima, posted on 28 Dec 18 11:47 PM

Great Article wide coverage on the topic with good presentation.

1 - 3 of 3