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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2025 - 2026
- Best Debt Funds 2025 - 2026
- Best Hybrid Funds 2025 - 2026
- Top 5 Gold Funds 2025 - 2026
- Best Mutual Funds Based on 1 Month Performance
- How to Invest in Best Mutual Funds Online?
- Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
Top 5 Funds
Best Performing Mutual Funds 2025 - 2026
Mutual Funds in India have grown over the years. As a result, the best performing 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.
Why to Invest in Mutual Funds?
Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors grow their money. It fulfills 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.
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Best Equity Mutual Funds 2025 - 2026
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹79.1801
↓ -0.28 ₹35,667 -11.9 -12.4 4.6 18.2 22.5 18.2 DSP BlackRock TOP 100 Equity Growth ₹426.588
↓ -1.28 ₹4,600 -8.2 -9.6 11.7 16.9 17.9 20.5 ICICI Prudential Bluechip Fund Growth ₹97.59
↓ -0.34 ₹63,297 -10 -11.5 4.3 15.8 21.7 16.9 HDFC Top 100 Fund Growth ₹1,024.61
↓ -2.64 ₹35,673 -10.1 -12.9 1.4 15.5 21.1 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹88.6047
↓ -0.24 ₹24,488 -22.2 -17 18.1 27.5 29 57.1 Edelweiss Mid Cap Fund Growth ₹83.714
↓ -0.33 ₹8,268 -18.8 -16.6 14.5 20.8 28 38.9 SBI Magnum Mid Cap Fund Growth ₹208.897
↓ -1.01 ₹21,177 -13.4 -15.4 9.3 16.7 26.4 20.3 PGIM India Midcap Opportunities Fund Growth ₹54.9
↓ -0.18 ₹10,460 -16.3 -16.7 7.2 10.7 26.2 21 ICICI Prudential MidCap Fund Growth ₹242.64
↓ -2.69 ₹5,975 -18.2 -18.6 6.3 17.2 25 27 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Emerging Businesses Fund Growth ₹68.3841
↓ -0.31 ₹17,386 -24.9 -23.7 5.2 16.2 29.2 28.5 HDFC Small Cap Fund Growth ₹113.615
↓ -1.22 ₹31,230 -21.4 -21.1 1.7 17.5 28.6 20.4 Franklin India Smaller Companies Fund Growth ₹143.991
↓ -1.18 ₹12,862 -21.9 -23.4 3 19.2 27.6 23.2 Kotak Small Cap Fund Growth ₹222.254
↓ -0.67 ₹16,450 -21.2 -22.2 7.9 12.6 27.6 25.5 DSP BlackRock Small Cap Fund Growth ₹160.842
↓ -1.09 ₹14,996 -21.7 -21.7 7.5 14.1 27.2 25.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 Nippon India Multi Cap Fund Growth ₹254.543
↓ -1.58 ₹37,594 -15 -16.4 8.3 21.8 26.1 25.8 HDFC Equity Fund Growth ₹1,750.08
↓ -6.02 ₹65,967 -8.7 -8.9 10.9 21.8 27.1 23.5 JM Multicap Fund Growth ₹87.175
↓ -0.18 ₹5,255 -18.4 -19.5 6.5 21.6 22.9 33.3 Motilal Oswal Multicap 35 Fund Growth ₹53.8796
↓ -0.15 ₹11,855 -17.5 -13.2 17.4 20.3 18.1 45.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Magnum Tax Gain Fund Growth ₹391.329
↓ -1.66 ₹27,306 -11.4 -13 8.6 23.1 26.4 27.7 HDFC Tax Saver Fund Growth ₹1,237.42
↓ -3.57 ₹15,413 -9.7 -11.2 8 20.9 24.8 21.3 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Motilal Oswal Long Term Equity Fund Growth ₹42.3137
↓ -0.16 ₹3,876 -24.9 -22.4 11.1 20 20.7 47.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹27.7794
↑ 0.04 ₹4,543 -14.6 -15.5 4.1 28.4 27.4 23.5 HDFC Infrastructure Fund Growth ₹40.425
↓ -0.19 ₹2,341 -16.8 -18.4 3.5 27.6 29.4 23 ICICI Prudential Infrastructure Fund Growth ₹167.25
↓ -0.60 ₹7,435 -14.4 -15.7 6.9 27.5 34.1 27.4 Nippon India Power and Infra Fund Growth ₹295.461
↓ -2.23 ₹7,001 -19.1 -20.5 1.9 26.7 30.6 26.9 Invesco India PSU Equity Fund Growth ₹52.72
↑ 0.03 ₹1,230 -18.1 -20.1 0.3 26.7 25.2 25.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹84.7655
↓ -0.53 ₹1,027 -18.8 -23.3 3.3 20.3 23.7 25.1 ICICI Prudential Value Discovery Fund Growth ₹418.27
↓ -1.25 ₹48,400 -7.7 -10.7 7.8 19.3 28.7 20 Nippon India Value Fund Growth ₹197.51
↓ -1.09 ₹8,170 -15 -15.5 7.9 19 25.7 22.3 L&T India Value Fund Growth ₹92.2287
↓ -0.50 ₹12,849 -17.7 -17.5 5.2 18.6 24.7 25.9 Templeton India Value Fund Growth ₹634.559
↓ -2.00 ₹2,107 -11.8 -16.4 2.4 18 27.1 15.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Focused 30 Fund Growth ₹203.557
↓ -0.89 ₹15,688 -7.7 -8 12.2 22.7 27.2 24 ICICI Prudential Focused Equity Fund Growth ₹78.48
↓ -0.18 ₹10,065 -10.9 -13.1 10.1 19.1 25.8 26.5 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 DSP BlackRock Focus Fund Growth ₹48.486
↓ -0.30 ₹2,393 -11.1 -13.1 13.1 15.4 17.6 18.5 Franklin India Focused Equity Fund Growth ₹94.6205
↓ -0.46 ₹11,553 -13 -15.3 4.4 15.1 22.1 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Best Debt Funds 2025 - 2026
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹534.191
↑ 0.10 ₹16,798 1.7 3.7 7.6 6.8 7.9 7.84% 5M 19D 7M 20D ICICI Prudential Ultra Short Term Fund Growth ₹27.0215
↑ 0.00 ₹13,813 1.6 3.4 7.2 6.5 7.5 7.75% 5M 12D 6M Invesco India Ultra Short Term Fund Growth ₹2,634.37
↑ 0.42 ₹1,391 1.7 3.5 7.1 6.3 7.5 7.59% 5M 19D 6M 2D SBI Magnum Ultra Short Duration Fund Growth ₹5,833.53
↑ 1.20 ₹12,091 1.7 3.5 7.3 6.5 7.4 7.56% 4M 20D 7M 20D Nippon India Ultra Short Duration Fund Growth ₹3,934.62
↑ 0.61 ₹7,666 1.6 3.4 7 6.4 7.2 7.81% 5M 12D 6M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D ICICI Prudential Short Term Fund Growth ₹58.3263
↑ 0.01 ₹19,848 1.6 3.5 7.5 7 7.8 7.79% 2Y 3M 11D 3Y 11M 26D HDFC Short Term Debt Fund Growth ₹31.0222
↑ 0.01 ₹14,110 1.5 3.5 7.8 6.6 8.3 7.63% 2Y 9M 21D 4Y 1M 3D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹46.1276
↑ 0.01 ₹8,653 1.5 3.5 7.6 6.6 7.9 7.72% 2Y 10M 13D 3Y 11M 5D BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01 ₹258 0.6 1.3 4.6 6.5 5.16% 1Y 11M 26D 2Y 3M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,848.74
↑ 0.56 ₹45,983 0.5 1.7 3.5 7.3 7.4 7.23% 1M 9D 1M 10D LIC MF Liquid Fund Growth ₹4,625.45
↑ 0.90 ₹12,287 0.5 1.7 3.5 7.2 7.4 7.25% 1M 6D 1M 6D DSP BlackRock Liquidity Fund Growth ₹3,651.79
↑ 0.72 ₹21,927 0.5 1.7 3.5 7.3 7.4 7.29% 1M 6D 1M 10D Invesco India Liquid Fund Growth ₹3,515.35
↑ 0.67 ₹13,265 0.5 1.7 3.5 7.2 7.4 7.22% 1M 11D 1M 11D ICICI Prudential Liquid Fund Growth ₹378.675
↑ 0.07 ₹56,989 0.5 1.7 3.5 7.2 7.4 7.27% 1M 20D 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Mar 25
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹31.7552
↑ 0.01 ₹9,980 1.6 3.6 7.4 6.9 7.9 7.55% 2Y 8M 23D 4Y 2M 8D Kotak Banking and PSU Debt fund Growth ₹63.3275
↑ 0.03 ₹5,655 1.4 3.3 7.4 6.4 8 7.39% 3Y 7M 10D 5Y 6M 11D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹355.109
↑ 0.13 ₹9,566 1.4 3.3 7.4 6.4 7.9 7.43% 3Y 4M 6D 4Y 8M 1D HDFC Banking and PSU Debt Fund Growth ₹22.2753
↑ 0.01 ₹5,865 1.4 3.3 7.3 6.2 7.9 7.48% 3Y 7M 9D 5Y 2M 1D IDFC Banking & PSU Debt Fund Growth ₹23.9038
↑ 0.01 ₹13,463 1.6 3.4 7.4 6.2 7.6 7.34% 2Y 4M 6D 3Y Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Credit Risk Fund Growth ₹11.9161
↑ 0.00 ₹114 1.1 2.6 4.9 37.2 6 7.09% 6M 11D 7M 20D DSP BlackRock Credit Risk Fund Growth ₹47.9431
↑ 0.01 ₹190 14.5 16.7 21.2 15.8 7.8 8.02% 2Y 2M 23D 3Y 22D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹21.5393
↑ 0.00 ₹962 5.1 9.9 15.5 10.1 11.9 8.24% 2Y 2M 12D 3Y 5M 8D Invesco India Credit Risk Fund Growth ₹1,876.18
↑ 0.50 ₹142 3.5 5.2 9.1 8.1 7.3 7.59% 3Y 2M 26D 4Y 6M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Corporate Bond Fund Growth ₹28.9222
↑ 0.01 ₹29,134 1.6 3.6 7.7 7.1 8 7.65% 2Y 4M 10D 3Y 10M 2D Aditya Birla Sun Life Corporate Bond Fund Growth ₹109.503
↑ 0.03 ₹25,341 1.5 3.5 8 6.9 8.5 7.48% 3Y 9M 14D 5Y 8M 19D Nippon India Prime Debt Fund Growth ₹57.9906
↑ 0.02 ₹6,195 1.4 3.5 7.8 6.8 8.4 7.43% 3Y 11M 1D 5Y 2M 16D HDFC Corporate Bond Fund Growth ₹31.5224
↑ 0.01 ₹32,421 1.4 3.4 7.8 6.6 8.6 7.51% 3Y 10M 11D 5Y 11M 28D Kotak Corporate Bond Fund Standard Growth ₹3,653.08
↑ 0.72 ₹14,223 1.5 3.5 7.8 6.6 8.3 7.41% 3Y 29D 4Y 6M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹99.6546
↑ 0.06 ₹6,361 1.8 3.5 7.7 7.5 8.2 6.91% 3Y 7M 13D 6Y 6M 4D SBI Magnum Gilt Fund Growth ₹64.2997
↑ 0.03 ₹11,262 1 2.5 7.6 7.3 8.9 7.04% 9Y 11M 12D 24Y 4D DSP BlackRock Government Securities Fund Growth ₹93.3216
↑ 0.12 ₹1,716 0.7 2.4 7.5 7.1 10.1 6.97% 10Y 11M 23D 27Y 10M 24D Invesco India Gilt Fund Growth ₹2,768.15
↑ 3.33 ₹1,227 0.9 2.2 7.4 7 10 7.07% 10Y 11M 5D 28Y 5M 19D Axis Gilt Fund Growth ₹24.8646
↑ 0.02 ₹917 1.1 2.9 8.5 6.9 10 7.08% 10Y 8M 8D 28Y 4M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Best Hybrid Funds 2025 - 2026
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹109.021
↓ -0.44 ₹752 -14.4 -16.2 5.8 19.3 23.9 27 HDFC Balanced Advantage Fund Growth ₹472.32
↓ -0.82 ₹94,251 -7.5 -7.5 6.8 19.2 23.2 16.7 ICICI Prudential Multi-Asset Fund Growth ₹697.818
↓ -0.24 ₹52,761 -1.5 -2.5 12.5 17.9 24.6 16.1 ICICI Prudential Equity and Debt Fund Growth ₹352.96
↓ -0.38 ₹39,886 -5.6 -7.5 7.6 17 24.4 17.2 UTI Multi Asset Fund Growth ₹67.6788
↓ -0.12 ₹5,079 -7 -7.8 7.8 16.2 15.9 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹109.021
↓ -0.44 ₹752 -14.4 -16.2 5.8 19.3 23.9 27 ICICI Prudential Equity and Debt Fund Growth ₹352.96
↓ -0.38 ₹39,886 -5.6 -7.5 7.6 17 24.4 17.2 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 UTI Hybrid Equity Fund Growth ₹366.273
↓ -1.31 ₹5,956 -9.7 -10.1 8.9 15.3 20.6 19.7 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹109.021
↓ -0.44 ₹752 -14.4 -16.2 5.8 19.3 23.9 27 HDFC Balanced Advantage Fund Growth ₹472.32
↓ -0.82 ₹94,251 -7.5 -7.5 6.8 19.2 23.2 16.7 ICICI Prudential Multi-Asset Fund Growth ₹697.818
↓ -0.24 ₹52,761 -1.5 -2.5 12.5 17.9 24.6 16.1 ICICI Prudential Equity and Debt Fund Growth ₹352.96
↓ -0.38 ₹39,886 -5.6 -7.5 7.6 17 24.4 17.2 UTI Multi Asset Fund Growth ₹67.6788
↓ -0.12 ₹5,079 -7 -7.8 7.8 16.2 15.9 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Arbitrage Fund Growth ₹31.2946
↑ 0.03 ₹18,674 1.8 3.4 7.3 6.9 5.6 7.6 Kotak Equity Arbitrage Fund Growth ₹36.7368
↑ 0.03 ₹57,567 1.8 3.4 7.4 6.8 5.6 7.8 SBI Arbitrage Opportunities Fund Growth ₹33.1275
↑ 0.03 ₹32,169 1.8 3.3 7.2 6.7 5.4 7.5 Edelweiss Arbitrage Fund Growth ₹19.0088
↑ 0.02 ₹12,906 1.8 3.4 7.3 6.6 5.5 7.7 HDFC Arbitrage Fund Growth ₹30.05
↑ 0.03 ₹17,654 1.7 3.4 7.3 6.6 5.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Balanced Advantage Fund Growth ₹472.32
↓ -0.82 ₹94,251 -7.5 -7.5 6.8 19.2 23.2 16.7 BOI AXA Equity Debt Rebalancer Fund Growth ₹22.7552
↓ -0.05 ₹132 -8.2 -10.1 -1.2 12.5 10.2 6.4 Axis Dynamic Equity Fund Growth ₹19.54
↓ -0.02 ₹2,652 -5.6 -5.3 10.7 12.3 12.7 17.5 ICICI Prudential Balanced Advantage Fund Growth ₹67.51
↓ -0.10 ₹60,347 -4 -4.8 6.4 11.6 14.8 12.3 Invesco India Dynamic Equity Fund Growth ₹49.37
↓ -0.11 ₹935 -9.2 -7.3 6.4 11.6 12.3 15.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹697.818
↓ -0.24 ₹52,761 -1.5 -2.5 12.5 17.9 24.6 16.1 UTI Multi Asset Fund Growth ₹67.6788
↓ -0.12 ₹5,079 -7 -7.8 7.8 16.2 15.9 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹57.04
↓ -0.09 ₹2,371 -8.3 -9.3 8.2 15.3 19 20.2 SBI Multi Asset Allocation Fund Growth ₹53.8869
↑ 0.04 ₹7,141 -4 -4.6 9.7 13.1 15 12.8 HDFC Multi-Asset Fund Growth ₹65.382
↓ -0.02 ₹3,893 -4 -4.2 8.1 12.1 16.5 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Principal Equity Savings Fund Growth ₹66.0369
↑ 0.01 ₹1,067 -3.5 -3.3 8.4 10.2 13.6 12.6 L&T Equity Savings Fund Growth ₹30.454
↓ 0.00 ₹646 -10.5 -6.6 9.6 10 12.9 24 Kotak Equity Savings Fund Growth ₹24.3368
↓ -0.05 ₹8,177 -5.1 -4.7 5.8 10 11.5 11.7 Edelweiss Equity Savings Fund Growth ₹23.7135
↓ -0.01 ₹572 -1.6 -1.1 8.7 9.6 10.8 13.4 DSP BlackRock Equity Savings Fund Growth ₹20.854
↑ 0.01 ₹2,417 -1.4 -0.6 10.2 9.4 11.2 12.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹44.769
↓ -0.20 ₹5,897 -12.1 -13.7 5.2 17.7 24.5 18 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹35.026
↓ -0.12 ₹1,551 -9.5 -10.2 4.8 13.6 17.8 14 ICICI Prudential Child Care Plan (Gift) Growth ₹282.88
↓ -2.50 ₹1,280 -11.7 -12.1 6.2 14.2 17 16.9 Tata Retirement Savings Fund - Progressive Growth ₹56.2648
↓ -0.18 ₹1,979 -17.4 -17 6.9 12.1 15.7 21.7 Tata Retirement Savings Fund-Moderate Growth ₹56.3861
↓ -0.16 ₹2,062 -14.3 -13.5 7.9 11.6 14.9 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Gold Fund Growth ₹22.9842
↑ 0.37 ₹80 13 18.2 31.9 17.4 14.1 18.7 SBI Gold Fund Growth ₹25.6833
↑ 0.23 ₹2,920 12.6 17.7 31.3 17.3 14.4 19.6 Kotak Gold Fund Growth ₹33.8104
↑ 0.19 ₹2,520 12.4 17.7 31 17.2 14.2 18.9 Axis Gold Fund Growth ₹25.5991
↑ 0.10 ₹794 12.2 17.5 30.3 17.1 14.7 19.2 ICICI Prudential Regular Gold Savings Fund Growth ₹27.1973
↑ 0.18 ₹1,576 12.7 17.9 31.1 17 14.4 19.5 Nippon India Gold Savings Fund Growth ₹33.6637
↑ 0.23 ₹2,439 12.6 17.9 30.8 16.8 14.3 19 HDFC Gold Fund Growth ₹26.2058
↑ 0.14 ₹3,060 12.2 17.6 30.3 16.7 14.4 18.9 Invesco India Gold Fund Growth ₹24.9669
↑ 0.22 ₹114 12.9 18.4 30.5 16.7 13.1 18.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
Best Mutual Funds Based on 1 Month Performance
(Erstwhile DSP BlackRock Income Opportunities Fund) An open ended fund seeking to generate income commensurate with prudent risk from a portfolio substantially constituted of floating rate debt securities and fixed rate securities swapped for floating rate returns. DSP BlackRock Credit Risk Fund is a Debt - Credit Risk fund was launched on 13 May 03. It is a fund with Moderate risk and has given a Below is the key information for DSP BlackRock Credit Risk Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Equity - Global fund was launched on 7 Nov 08. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on (Erstwhile Invesco India Pan European Equity Fund) To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
The Scheme may, at the discretion of Fund Manager, also invest in units of
other similar Overseas Mutual Funds with similar objectives, strategy and
attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The fund seeks to provide regular income through a portfolio of debt and money market instruments consisting predominantly of securities issued by entities such as Banks and Public Sector Undertakings (PSUs). However, there is no assurance or guarantee that the objective of the scheme will be achieved. Franklin India Feeder - Franklin European Growth Fund is a Equity - Global fund was launched on 16 May 14. It is a fund with High risk and has given a Below is the key information for Franklin India Feeder - Franklin European Growth Fund Returns up to 1 year are on 1. DSP BlackRock Credit Risk Fund
CAGR/Annualized return of 7.4% since its launch. Ranked 8 in Credit Risk category. Return for 2024 was 7.8% , 2023 was 15.6% and 2022 was 9.3% . DSP BlackRock Credit Risk Fund
Growth Launch Date 13 May 03 NAV (13 Mar 25) ₹47.9431 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹190 on 31 Jan 25 Category Debt - Credit Risk AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.15 Sharpe Ratio 1.72 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 8.02% Effective Maturity 3 Years 22 Days Modified Duration 2 Years 2 Months 23 Days Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,371 28 Feb 22 ₹10,647 28 Feb 23 ₹11,662 29 Feb 24 ₹13,559 28 Feb 25 ₹15,289 Returns for DSP BlackRock Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month 13.3% 3 Month 14.5% 6 Month 16.7% 1 Year 21.2% 3 Year 15.8% 5 Year 10.6% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 15.6% 2022 9.3% 2021 2.9% 2020 4.8% 2019 4.4% 2018 -2.6% 2017 6.4% 2016 10.6% 2015 9.6% Fund Manager information for DSP BlackRock Credit Risk Fund
Name Since Tenure Vivek Ramakrishnan 17 Jul 21 3.62 Yr. Shalini Vasanta 1 Jan 25 0.16 Yr. Data below for DSP BlackRock Credit Risk Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 1.9% Debt 97.76% Other 0.35% Debt Sector Allocation
Sector Value Corporate 78.14% Government 19.61% Cash Equivalent 1.9% Credit Quality
Rating Value AA 74.29% AAA 25.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Govt Stock 2034
Sovereign Bonds | -11% ₹21 Cr 2,000,000
↓ -500,000 Nirma Limited
Debentures | -9% ₹16 Cr 1,500 Aditya Birla Renewables Limited
Debentures | -8% ₹16 Cr 1,500 Nuvoco Vistas Corporation Limited
Debentures | -8% ₹16 Cr 150 JSW Steel Limited
Debentures | -8% ₹15 Cr 150 6.92% Govt Stock 2039
Sovereign Bonds | -8% ₹15 Cr 1,500,000
↑ 500,000 Tata Housing Development Co Ltd.
Debentures | -8% ₹15 Cr 1,500 Aadhar Housing Finance Ltd.
Debentures | -6% ₹11 Cr 1,000 Century Textiles And Industried Limited
Debentures | -6% ₹11 Cr 1,000 Tata Projects Limited
Debentures | -6% ₹10 Cr 1,000 2. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
CAGR/Annualized return of 9% since its launch. Ranked 25 in Global category. . Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,710 28 Feb 22 ₹16,798 28 Feb 23 ₹17,168 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India Feeder- Invesco Pan European Equity Fund
CAGR/Annualized return of 5.4% since its launch. Ranked 20 in Global category. Return for 2024 was -5.1% , 2023 was 20.5% and 2022 was 1.6% . Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (13 Mar 25) ₹17.9126 ↓ -0.22 (-1.20 %) Net Assets (Cr) ₹35 on 31 Jan 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.96 Sharpe Ratio -0.22 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,038 28 Feb 22 ₹12,978 28 Feb 23 ₹15,034 29 Feb 24 ₹16,139 28 Feb 25 ₹17,423 Returns for Invesco India Feeder- Invesco Pan European Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month 4.8% 3 Month 12.2% 6 Month 6.5% 1 Year 8.4% 3 Year 12.7% 5 Year 16.5% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.1% 2023 20.5% 2022 1.6% 2021 16.6% 2020 1.6% 2019 17.2% 2018 -11.2% 2017 14.8% 2016 -0.2% 2015 0.6% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 21.49% Financial Services 16.72% Health Care 10.92% Basic Materials 9.93% Technology 7.87% Energy 7.82% Consumer Cyclical 6.68% Consumer Defensive 6.54% Communication Services 5.69% Utility 4.86% Asset Allocation
Asset Class Value Cash 1.48% Equity 98.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -99% ₹36 Cr 120,206
↓ -2,275 Triparty Repo
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr 4. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,207
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Franklin India Feeder - Franklin European Growth Fund
CAGR/Annualized return of 0.8% since its launch. Ranked 21 in Global category. Return for 2024 was -0.6% , 2023 was 11.6% and 2022 was -5% . Franklin India Feeder - Franklin European Growth Fund
Growth Launch Date 16 May 14 NAV (13 Mar 25) ₹10.8579 ↓ -0.17 (-1.55 %) Net Assets (Cr) ₹15 on 31 Jan 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk High Expense Ratio 1.38 Sharpe Ratio 0.02 Information Ratio -0.88 Alpha Ratio -5.95 Min Investment 5,000 Min SIP Investment Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,618 28 Feb 22 ₹10,683 28 Feb 23 ₹10,912 29 Feb 24 ₹11,066 28 Feb 25 ₹12,525 Returns for Franklin India Feeder - Franklin European Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month 4.2% 3 Month 6.4% 6 Month 0.2% 1 Year 11.9% 3 Year 6.9% 5 Year 8.2% 10 Year 15 Year Since launch 0.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.6% 2023 11.6% 2022 -5% 2021 4.2% 2020 -9.1% 2019 15.6% 2018 -13.8% 2017 12.8% 2016 2.5% 2015 -0.5% Fund Manager information for Franklin India Feeder - Franklin European Growth Fund
Name Since Tenure Sandeep Manam 18 Oct 21 3.29 Yr. Data below for Franklin India Feeder - Franklin European Growth Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 24.11% Industrials 21.03% Technology 15.31% Communication Services 8.15% Real Estate 7.17% Health Care 4.81% Financial Services 4.36% Consumer Defensive 3.26% Energy 2.06% Utility 1.92% Asset Allocation
Asset Class Value Cash 6.35% Equity 92.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Templeton European Opps I(acc)EUR
Investment Fund | -98% ₹15 Cr 51,358
↓ -2,586 Call, Cash & Other Assets
CBLO | -2% ₹0 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 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.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Excellent Very helpful for seclecting top most mutual funds for Investment
Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
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