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Best Performing Mutual Funds in India for 2020 - 2021

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Best Performing Mutual Funds 2020 - 2021

Updated on August 3, 2020 , 66474 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 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 (%)
Axis Bluechip Fund Growth ₹30.64
↑ 0.32
₹14,52214.1-7.86.38.88.618.6
Canara Robeco Bluechip Equity Fund Growth ₹27.1
↑ 0.24
₹53317.5-4.213.17.17.915.7
BNP Paribas Large Cap Fund Growth ₹93.51
↑ 0.73
₹78216.8-6.46.44.15.517.2
Kotak Bluechip Fund Growth ₹237.934
↑ 1.67
₹1,50221-7.57.63.45.514.2
JM Large Cap Fund Growth ₹69.5277
↑ 0.42
₹51313.61.86.83.34.14.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
DSP BlackRock Midcap Fund Growth ₹57.574
↑ 0.37
₹6,96218.8-5.914.32.97.99.2
Axis Mid Cap Fund Growth ₹40.51
↑ 0.63
₹5,51115.1-4.715.89.47.211.3
Invesco India Mid Cap Fund Growth ₹50.43
↑ 0.27
₹81718.8-6.4154.46.63.8
Kotak Emerging Equity Scheme Growth ₹38.51
↑ 0.42
₹6,44920-12.68.216.58.9
L&T Midcap Fund Growth ₹126.59
↑ 0.71
₹5,69917.2-10.56.5-26.1-0.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹52.966
↑ 0.63
₹3,91719.6-8.711.34.59.56.1
Nippon India Small Cap Fund Growth ₹37.5916
↑ 0.30
₹7,89823.6-9.87.3-1.46.8-2.5
L&T Emerging Businesses Fund Growth ₹19.636
↑ 0.14
₹4,69721.6-16.2-6.6-6.94.7-8.1
HDFC Small Cap Fund Growth ₹34.876
↑ 0.34
₹7,51124.5-14-6.7-2.74.6-9.5
Kotak Small Cap Fund Growth ₹70.815
↑ 0.87
₹1,40224.4-12.711.7-1.74.65
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Parag Parikh Long Term Equity Fund Growth ₹29.8571
↑ 0.23
₹3,51427.57.123.512.411.514.4
UTI Equity Fund Growth ₹150.911
↑ 1.67
₹9,75021.3-6.713.26.66.811.7
Canara Robeco Equity Diversified Growth ₹141.06
↑ 0.95
₹2,10717.5-5.311.26.26.712.3
PGIM India Diversified Equity Fund Growth ₹14.97
↑ 0.12
₹15128.83.5215.16.710
Mirae Asset India Equity Fund  Growth ₹50.705
↑ 0.51
₹16,38121.2-73.93.9812.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Canara Robeco Equity Tax Saver Growth ₹69.42
↑ 0.66
₹99218.2-3.812.577.210.7
BOI AXA Tax Advantage Fund Growth ₹57.58
↑ 0.65
₹26216.9-2.820.95.87.314.6
Axis Long Term Equity Fund Growth ₹45.4767
↑ 0.39
₹20,29212.5-124.15.4714.8
Mirae Asset Tax Saver Fund Growth ₹17.93
↑ 0.16
₹3,53821.4-6.275.2 14.1
Invesco India Tax Plan Growth ₹51.79
↑ 0.43
₹99717.9-7.58.14.56.79.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
TATA Digital India Fund Growth ₹17.0069
↑ 0.38
₹36431.47.315.520.3 7.5
Aditya Birla Sun Life Digital India Fund Growth ₹64.89
↑ 0.89
₹41333.58.424.219.712.69.6
ICICI Prudential Technology Fund Growth ₹70.26
↑ 1.57
₹37939.911.718.518.910.52.3
Franklin India Technology Fund Growth ₹201.734
↑ 0.67
₹26030.413.630.618.711.812.4
Nippon India Pharma Fund Growth ₹215.682
↑ 2.97
₹3,09319.334.856.318.68.21.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 20

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
UTI Value Opportunities Fund Growth ₹61.3191
↑ 0.40
₹4,01720.5-8.57.134.110.4
ICICI Prudential Value Discovery Fund Growth ₹146.44
↑ 1.30
₹14,73622.71.67.21.83.90.6
Nippon India Value Fund Growth ₹69.6217
↑ 0.51
₹2,62322.2-91.90.93.65.7
Tata Equity PE Fund Growth ₹129.813
↑ 0.58
₹4,26220.2-6.43.707.15.3
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹56.6577
↑ 0.26
₹4,26220.2-6.43.707.15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
IIFL Focused Equity Fund Growth ₹17.632
↑ 0.13
₹84220.7-712.36.69.427.3
SBI Focused Equity Fund Growth ₹142.075
↑ 0.15
₹8,96215-11.25.16.58.516.1
Axis Focused 25 Fund Growth ₹28.76
↑ 0.22
₹10,39917.4-10.75.85.68.914.7
Sundaram Select Focus Fund Growth ₹179.189
↑ 2.02
₹97715.5-8.62.24.46.415
Principal Focused Multicap Fund Growth ₹67.04
↑ 0.70
₹35814.5-5.810.83.86.511.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 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)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹28.3475
↑ 0.01
₹9,7722.94.54.57.39.69.81%4M 6D4M 28D
Aditya Birla Sun Life Savings Fund Growth ₹410.454
↑ 0.04
₹11,8302.84.17.97.78.55.11%6M6M 18D
ICICI Prudential Ultra Short Term Fund Growth ₹20.9042
↑ 0.00
₹5,5712.53.57.67.58.46.18%3M 25D4M 10D
SBI Magnum Ultra Short Duration Fund Growth ₹4,567.1
↓ -0.02
₹9,75023.67.17.684.17%6M6M 18D
Kotak Savings Fund Growth ₹32.9585
↑ 0.00
₹9,1892.13.677.37.84.27%6M6M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 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
HDFC Short Term Debt Fund Growth ₹23.8146
↓ -0.02
₹11,13856.611.68.89.76.71%2Y 7M 28D3Y 5M 16D
Axis Short Term Fund Growth ₹23.2346
↓ -0.02
₹7,1704.46.4118.39.85.23%2Y 2Y 4M 24D
IDFC Bond Fund Short Term Plan Growth ₹43.5537
↓ -0.04
₹12,7164.36.110.88.39.74.96%1Y 9M 25D2Y 29D
L&T Short Term Bond Fund Growth ₹20.3944
↓ -0.01
₹4,6943.66.410.78.29.35%2Y 4M 28D2Y 11M 19D
Kotak Bond Short Term Growth ₹39.8666
↓ -0.04
₹11,8584.16.210.78.19.65.51%3Y 4D3Y 9M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Liquid Fund  Growth ₹4,898.35
↑ 0.47
₹30,6040.312.45.36.73.57%1M 21D1M 23D
Aditya Birla Sun Life Liquid Fund Growth ₹322.733
↑ 0.03
₹36,6790.31.12.55.36.73.67%1M 20D1M 20D
Axis Liquid Fund Growth ₹2,226.97
↑ 0.21
₹27,0320.312.45.36.63.38%1M 22D1M 24D
UTI Liquid Cash Plan Growth ₹3,285.57
↑ 0.30
₹27,0810.312.45.26.63.41%1M 20D1M 24D
ICICI Prudential Liquid Fund Growth ₹297.003
↑ 0.03
₹57,3350.312.55.36.60%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Banking & PSU Debt Fund Growth ₹18.7086
↓ -0.02
₹16,9674.7712.19.411.25.25%2Y 4M 10D2Y 8M 26D
SBI Banking and PSU Fund Growth ₹2,401.24
↓ -3.61
₹7,4334.66.611.29.19.75.67%3Y 2M 26D4Y 22D
Kotak Banking and PSU Debt fund Growth ₹49.0664
↓ -0.06
₹7,1464.66.511.38.810.86.11%3Y 6M 22D4Y 8M 23D
Nippon India Banking & PSU Debt Fund Growth ₹15.6852
↓ -0.02
₹5,2114.4711.78.710.55.28%2Y 8M 12D3Y 3M 7D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹275.854
↓ -0.32
₹12,7024.66.911.28.69.95.55%3Y 4D3Y 10M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 20

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Regular Savings Fund Growth ₹22.5378
↓ -0.01
₹6,5624.14.710.37.99.58.96%1Y 9M 7D2Y 4M 28D
HDFC Credit Risk Debt Fund Growth ₹17.1932
↓ -0.01
₹6,3095.24.79.67.18.610.05%2Y 2M 8D3Y 7D
Kotak Credit Risk Fund Growth ₹22.4357
↓ -0.01
₹2,0044.62.17.26.799.94%2Y 3M 29D3Y 3M 22D
SBI Credit Risk Fund Growth ₹32.7839
↓ -0.02
₹3,8954.34.48.76.66.58.33%2Y 25D2Y 7M 24D
IDFC Credit Risk Fund Growth ₹12.5993
↓ -0.02
₹8293.63.27.66.59.16.89%2Y 8M 16D3Y 6M 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
L&T Triple Ace Bond Fund Growth ₹55.9812
↓ -0.15
₹3,8715.58.9139.712.66.54%5Y 8M 23D8Y 1M 24D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹83.1404
↓ -0.08
₹20,0614.87.611.999.65.72%2Y 9M 4D3Y 5M 19D
HDFC Corporate Bond Fund Growth ₹24.2161
↓ -0.03
₹18,3605.17.611.88.910.35.8%3Y 2M 5D4Y 2M 9D
Kotak Corporate Bond Fund Standard Growth ₹2,817.62
↓ -0.77
₹4,6074.15.610.28.69.65.33%1Y 9M 18D2Y 1M 2D
ICICI Prudential Corporate Bond Fund Growth ₹21.9977
↓ -0.02
₹15,7994.66.711.48.59.95.53%2Y 8M 19D3Y 7M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Government Securities Fund - Investment Plan Growth ₹27.2739
↓ -0.10
₹1,1634.19.6149.813.35.94%5Y 6M 18D7Y 2M 5D
DSP BlackRock Government Securities Fund Growth ₹71.9964
↓ -0.22
₹91839.212.79.212.56.17%7Y 22D10Y 3M 29D
Nippon India Gilt Securities Fund Growth ₹29.8191
↓ -0.07
₹1,4522.78.111.49.112.45.89%6Y 1M 13D8Y 6M 7D
SBI Magnum Gilt Fund Growth ₹49.3603
↓ -0.15
₹3,4152.98.511.68.613.16.26%7Y 11M 23D12Y 7M 6D
Aditya Birla Sun Life Government Securities Fund Growth ₹62.2618
↓ -0.17
₹5402.78.610.88.4116.07%6Y 4M 24D9Y 2M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 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 (%)
SBI Multi Asset Allocation Fund Growth ₹30.9665
↑ 0.14
₹23511.75.813.87.57.910.6
BNP Paribas Substantial Equity Hybrid Fund Growth ₹12.8428
↑ 0.08
₹39713.2-3.710.46.8 16.3
Canara Robeco Income Saver Fund Growth ₹64.0044
↑ 0.04
₹2297.64.1126.76.910.6
Axis Triple Advantage Fund Growth ₹21.5576
↑ 0.20
₹35015.6-2.510.86.6715.3
L&T Dynamic Equity Fund Growth ₹26.743
↑ 0.18
₹645134.110.86.64.78.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
BNP Paribas Substantial Equity Hybrid Fund Growth ₹12.8428
↑ 0.08
₹39713.2-3.710.46.8 16.3
Canara Robeco Equity Debt Allocation Fund Growth ₹170.79
↑ 0.89
₹3,04113.2-2.211.46.27.511.7
SBI Equity Hybrid Fund Growth ₹139.592
↑ 0.46
₹30,19213.7-6.95.25.57.113.5
Sundaram Equity Hybrid Fund Growth ₹92.2651
↑ 1.04
₹1,56113.7-6.64.24.86.911.4
Mirae Asset Hybrid Equity Fund Growth ₹15.067
↑ 0.11
₹3,46814.9-3.55.64.88.311.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 20

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Multi Asset Allocation Fund Growth ₹30.9665
↑ 0.14
₹23511.75.813.87.57.910.6
BNP Paribas Substantial Equity Hybrid Fund Growth ₹12.8428
↑ 0.08
₹39713.2-3.710.46.8 16.3
Canara Robeco Income Saver Fund Growth ₹64.0044
↑ 0.04
₹2297.64.1126.76.910.6
Axis Triple Advantage Fund Growth ₹21.5576
↑ 0.20
₹35015.6-2.510.86.6715.3
L&T Dynamic Equity Fund Growth ₹26.743
↑ 0.18
₹645134.110.86.64.78.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Nippon India Arbitrage Fund Growth ₹20.3677
↑ 0.02
₹7,8470.724.966.16.2
Edelweiss Arbitrage Fund Growth ₹14.7752
↑ 0.01
₹3,7080.52.35.25.96.16.2
L&T Arbitrage Opportunities Fund Growth ₹14.608
↑ 0.01
₹8010.72.35.35.966
BNP Paribas Arbitrage Fund  Growth ₹12.358
↑ 0.01
₹8090.42.25.25.9 6.2
UTI Arbitrage Fund Growth ₹26.7564
↑ 0.02
₹2,9860.724.95.966.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
L&T Dynamic Equity Fund Growth ₹26.743
↑ 0.18
₹645134.110.86.64.78.2
Edelweiss Balanced Advantage Fund Growth ₹26.19
↑ 0.12
₹1,33612.43.314.46.46.17.8
IDFC Dynamic Equity Fund Growth ₹14.52
↑ 0.06
₹86914.40.812.1668.6
ICICI Prudential Balanced Advantage Fund Growth ₹37.38
↑ 0.18
₹25,40915.8-3.26.75.26.910.8
DSP BlackRock Dynamic Asset Allocation Fund Growth ₹16.432
↑ 0.06
₹1,33711.9-0.48.857.18.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Multi Asset Allocation Fund Growth ₹30.9665
↑ 0.14
₹23511.75.813.87.57.910.6
Axis Triple Advantage Fund Growth ₹21.5576
↑ 0.20
₹35015.6-2.510.86.6715.3
HDFC Multi-Asset Fund Growth ₹35.504
↑ 0.31
₹23819.72.8155.66.79.3
UTI Multi Asset Fund Growth ₹36.1873
↑ 0.30
₹63717.21.89.13.74.73.9
ICICI Prudential Multi-Asset Fund Growth ₹265.406
↑ 1.94
₹10,48414-42.52.977.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Kotak Equity Savings Fund Growth ₹15.1406
↑ 0.05
₹1,39590.57.55.76.87.8
Axis Equity Saver Fund Growth ₹13.26
↑ 0.05
₹6888.7-2.94.35 8.3
ICICI Prudential Equity Savings Fund Growth ₹14.21
↑ 0.05
₹1,1598.6-4.32.74.46.610.4
SBI Equity Savings Fund Growth ₹13.5408
↑ 0.04
₹1,34410.2-2.46.33.65.79.4
HDFC Equity Savings Fund Growth ₹36.452
↑ 0.15
₹3,1417.1-3.41.12.26.55.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 20

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata Retirement Savings Fund - Progressive Growth ₹30.1022
↑ 0.23
₹72817.2-69.24.28.711.5
Tata Retirement Savings Fund-Moderate Growth ₹31.2129
↑ 0.20
₹1,08715.4-3.510.34.288.6
Tata Retirement Savings Fund - Conservative Growth ₹21.8287
↑ 0.03
₹1386.73.39.95.67.67.6
ICICI Prudential Child Care Plan (Gift) Growth ₹135.22
↑ 0.86
₹58313.9-9-0.42.35.58.5
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹13.8526
↑ 0.15
₹43415.3-5.36.85.2 13.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Top 5 Gold Funds 2020 - 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
ICICI Prudential Regular Gold Savings Fund Growth ₹18.428
↑ 0.16
₹23614.836.548.52415.622.7
Kotak Gold Fund Growth ₹22.9973
↑ 0.11
₹50915.437.548.12416.324.1
Invesco India Gold Fund Growth ₹16.865
↑ 0.13
₹3316.73551.523.215.621.4
HDFC Gold Fund Growth ₹17.8242
↑ 0.14
₹66315.837.55123.115.621.7
Axis Gold Fund Growth ₹17.1238
↑ 0.11
₹12714.536.4512314.623.1
Nippon India Gold Savings Fund Growth ₹22.9792
↑ 0.18
₹1,02016.637.251.322.815.522.5
SBI Gold Fund Growth ₹17.3318
↑ 0.16
₹60615.835.251.922.715.522.8
Aditya Birla Sun Life Gold Fund Growth ₹17.2814
↑ 0.21
₹15515.13549.522.315.421.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 20

Best Mutual Funds Based on 1 Month Performance

1. Baroda Pioneer Treasury Advantage Fund

The main objective of the scheme is to provide optimal returns and liquidity through a portfolio comprising of debt securities and money market instruments.

Baroda Pioneer Treasury Advantage Fund is a Debt - Low Duration fund was launched on 24 Jun 09. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 3.5% since its launch.  Ranked 4 in Low Duration category.  Return for 2019 was -19.2% , 2018 was 7% and 2017 was 7.6% .

Below is the key information for Baroda Pioneer Treasury Advantage Fund

Baroda Pioneer Treasury Advantage Fund
Growth
Launch Date 24 Jun 09
NAV (06 Aug 20) ₹1,459.32 ↓ -0.01   (0.00 %)
Net Assets (Cr) ₹33 on 30 Jun 20
Category Debt - Low Duration
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.83
Sharpe Ratio -1.47
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 10.3%
Effective Maturity 11 Months 5 Days
Modified Duration 7 Months 19 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,907
31 Jul 17₹11,844
31 Jul 18₹12,636
31 Jul 19₹11,008
31 Jul 20₹8,877

Baroda Pioneer Treasury Advantage Fund SIP Returns

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

Returns for Baroda Pioneer Treasury Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Aug 20

DurationReturns
1 Month 26.3%
3 Month 19.2%
6 Month -16%
1 Year -19.4%
3 Year -9.2%
5 Year -2.4%
10 Year
15 Year
Since launch 3.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -19.2%
2018 7%
2017 7.6%
2016 9.2%
2015 9%
2014 9.4%
2013 9.3%
2012 10.1%
2011 9.2%
2010 5.8%
Fund Manager information for Baroda Pioneer Treasury Advantage Fund
NameSinceTenure
Hetal Shah24 Jun 0911.03 Yr.
Alok Sahoo24 Jun 0911.03 Yr.

Data below for Baroda Pioneer Treasury Advantage Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash76.2%
Debt23.8%
Debt Sector Allocation
SectorValue
Cash Equivalent76.2%
Corporate16.98%
Government6.82%
Credit Quality
RatingValue
AA84.12%
AAA13.34%
Below B2.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivable / Payable
Net Current Assets | -
28%₹9 Cr
India Infoline Finance Limited
Debentures | -
27%₹9 Cr90
Treps
CBLO/Reverse Repo | -
21%₹7 Cr
Indiabulls Housing Finance Limited
Debentures | -
13%₹4 Cr50,000
NHPC LIMITED (NATIONAL HYDROELECTRIC POWER CORPORATION LTD)
Debentures | -
7%₹2 Cr20
IndusInd Bank Limited
Debentures | -
3%₹1 Cr10
Dewan Housing Finance Corporation Limited
Debentures | -
1%₹0 Cr42,700

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 7% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (05 Aug 20) ₹24.0247 ↑ 1.43   (6.32 %)
Net Assets (Cr) ₹539 on 30 Jun 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 1.01
Information Ratio -1.28
Alpha Ratio -6.74
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 15₹10,000
31 Jul 16₹20,372
31 Jul 17₹14,966
31 Jul 18₹13,741
31 Jul 19₹16,832
31 Jul 20₹27,700

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 ₹556,833.
Net Profit of ₹256,833
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 6 Aug 20

DurationReturns
1 Month 24.4%
3 Month 36.2%
6 Month 67.8%
1 Year 70.7%
3 Year 26.8%
5 Year 24.8%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.34 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Basic Materials90.52%
Asset Allocation
Asset ClassValue
Cash7.65%
Equity91.38%
Debt0.04%
Other0.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
96%₹515 Cr1,470,865
↑ 30,857
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹27 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹3 Cr

3. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 9.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (06 Aug 20) ₹70.26 ↑ 1.57   (2.29 %)
Net Assets (Cr) ₹379 on 30 Jun 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.76
Sharpe Ratio -0.22
Information Ratio -0.74
Alpha Ratio -1.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹9,625
31 Jul 17₹9,848
31 Jul 18₹13,847
31 Jul 19₹14,118
31 Jul 20₹16,437

ICICI Prudential Technology 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 ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Aug 20

DurationReturns
1 Month 21%
3 Month 39.9%
6 Month 11.7%
1 Year 18.5%
3 Year 18.9%
5 Year 10.5%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 172.97 Yr.
Priyanka Khandelwal8 Jul 200 Yr.
Vaibhav Dusad2 May 200.16 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology80.98%
Communication Services8.72%
Industrials5.59%
Asset Allocation
Asset ClassValue
Cash4.71%
Equity95.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
39%₹148 Cr2,014,724
↓ -359,016
Treps
CBLO/Reverse Repo | -
8%₹30 Cr
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
8%₹29 Cr1,316,936
↓ -406,866
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 19 | HCLTECH
7%₹26 Cr469,992
↓ -128,867
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹24 Cr421,264
↑ 256,999
Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 532129
5%₹21 Cr623,965
↑ 299,250
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
4%₹17 Cr86,476
↓ -5,936
TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE
3%₹13 Cr75,855
↑ 43,124
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
3%₹12 Cr58,522
↓ -54,231
Net Current Assets
Net Current Assets | -
3%-₹12 Cr

4. DSP BlackRock World Mining Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. 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 money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time.

DSP BlackRock World Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a CAGR/Annualized return of 0.9% since its launch.  Ranked 19 in Global category.  Return for 2019 was 21.5% , 2018 was -9.4% and 2017 was 21.1% .

Below is the key information for DSP BlackRock World Mining Fund

DSP BlackRock World Mining Fund
Growth
Launch Date 29 Dec 09
NAV (05 Aug 20) ₹10.9878 ↑ 0.57   (5.50 %)
Net Assets (Cr) ₹35 on 30 Jun 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.81
Sharpe Ratio 0.29
Information Ratio -1.5
Alpha Ratio -5.45
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 15₹10,000
31 Jul 16₹12,151
31 Jul 17₹13,208
31 Jul 18₹15,265
31 Jul 19₹15,072
31 Jul 20₹18,526

DSP BlackRock World Mining Fund SIP Returns

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

Returns for DSP BlackRock World Mining Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Aug 20

DurationReturns
1 Month 18.2%
3 Month 33%
6 Month 25.3%
1 Year 35.9%
3 Year 15%
5 Year 14.5%
10 Year
15 Year
Since launch 0.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 21.5%
2018 -9.4%
2017 21.1%
2016 49.7%
2015 -36%
2014 -21%
2013 -14.1%
2012 -0.9%
2011 -15.1%
2010 25.3%
Fund Manager information for DSP BlackRock World Mining Fund
NameSinceTenure
Jay Kothari1 Mar 137.34 Yr.

Data below for DSP BlackRock World Mining Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Basic Materials88.78%
Financial Services1.82%
Industrials1.41%
Asset Allocation
Asset ClassValue
Cash6.3%
Equity92.02%
Debt0.03%
Other1.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Mining I2
Investment Fund | -
96%₹33 Cr102,612
↑ 3,413
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
4%₹1 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹0 Cr

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 12.2% since its launch.  Return for 2019 was 7.5% , 2018 was 24.9% and 2017 was 19.6% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (05 Aug 20) ₹17.0069 ↑ 0.38   (2.26 %)
Net Assets (Cr) ₹364 on 30 Jun 20
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio -0.34
Information Ratio -0.44
Alpha Ratio -3.92
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 Jul 16₹9,838
31 Jul 17₹9,824
31 Jul 18₹14,704
31 Jul 19₹14,774
31 Jul 20₹17,135

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 ₹505,644.
Net Profit of ₹205,644
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 6 Aug 20

DurationReturns
1 Month 16.4%
3 Month 31.4%
6 Month 7.3%
1 Year 15.5%
3 Year 20.3%
5 Year
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
2010
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 200.2 Yr.
Meeta Shetty20 Apr 200.2 Yr.

Data below for TATA Digital India Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology85.84%
Asset Allocation
Asset ClassValue
Cash14.16%
Equity85.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
31%₹113 Cr1,539,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
19%₹68 Cr325,000
↓ -17,500
A) Repo
CBLO/Reverse Repo | -
14%₹50 Cr
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹34 Cr610,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹26 Cr1,176,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
5%₹19 Cr301,200
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
4%₹15 Cr158,000
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹11 Cr83,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
3%₹9 Cr173,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Mar 16 | 532466
2%₹7 Cr25,400

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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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