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Best Performing Mutual Funds in India for 2021 - 2022

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Best Performing Mutual Funds 2021 - 2022

Updated on July 27, 2021 , 115095 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.

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.

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3. Well-Regulated

The mutual fund industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.

4. Expert Management

Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.

Best Performing Mutual Funds

Best Equity Mutual Funds 2021 - 2022

Below are the top ranked funds from difference categories of equity funds like large-, mid-, small-, multi-cap, ELSS and sectoral funds.

Top 5 Large Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Canara Robeco Bluechip Equity Fund Growth ₹38.52
↑ 0.25
₹3,3088.317.74416.315.823.1
Axis Bluechip Fund Growth ₹42.6
↑ 0.21
₹28,2478.116.840.414.31619.7
Kotak Bluechip Fund Growth ₹345.982
↑ 0.92
₹2,8049.319.546.114.213.216.4
BNP Paribas Large Cap Fund Growth ₹128.82
↑ 0.67
₹1,1077.515.838.114.212.516.8
Franklin India Bluechip Fund Growth ₹663.844
↑ 1.75
₹6,3751022.557.71311.513.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Mid Cap Fund Growth ₹63.41
↑ 0.66
₹12,81314.229.563.221.119.226
PGIM India Midcap Opportunities Fund Growth ₹38.85
↑ 0.40
₹1,95218.440.594.325.919.148.4
Edelweiss Mid Cap Fund Growth ₹47.025
↑ 0.25
₹1,48617.535.983.318.917.626.4
Kotak Emerging Equity Scheme Growth ₹66.971
↑ 0.35
₹14,13314.533.979.319.917.221.9
Invesco India Mid Cap Fund Growth ₹81.7
↑ 0.81
₹1,70618.629.766.718.817.124.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Nippon India Small Cap Fund Growth ₹77.0281
↑ 0.78
₹15,3532454112.722.522.229.2
SBI Small Cap Fund Growth ₹95.3059
↑ 1.15
₹9,09115.43488.321.921.833.6
Kotak Small Cap Fund Growth ₹148.637
↑ 0.78
₹4,76520.44712026.119.734.2
HDFC Small Cap Fund Growth ₹70.397
↑ 0.75
₹12,46028.151.6109.316.519.120.2
L&T Emerging Businesses Fund Growth ₹40.113
↑ 0.29
₹6,8602552.9110.815.118.515.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
PGIM India Diversified Equity Fund Growth ₹24.82
↑ 0.19
₹1,37116.932.768.52318.235.9
Parag Parikh Long Term Equity Fund Growth ₹45.9996
↑ 0.33
₹11,36015.228.858.622.720.632.3
Mahindra Badhat Yojana Growth ₹18.7654
↑ 0.17
₹59717.538.26919.8 16.6
UTI Equity Fund Growth ₹240.82
↑ 2.51
₹19,57911.823.664.618.31731.5
DSP BlackRock Equity Fund Growth ₹63.535
↑ 0.54
₹5,68713.62659.81816.518.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Mirae Asset Tax Saver Fund Growth ₹28.756
↑ 0.22
₹8,33811.22560.719.820.221.5
Canara Robeco Equity Tax Saver Growth ₹107.04
↑ 0.72
₹2,34311.523.556.819.517.527.4
BOI AXA Tax Advantage Fund Growth ₹94.42
↑ 0.92
₹47314.233.369.519.218.731.2
DSP BlackRock Tax Saver Fund Growth ₹77.178
↑ 0.67
₹8,96315.230.26318.215.915
Kotak Tax Saver Fund Growth ₹66.143
↑ 0.50
₹2,0739.823.253.216.114.814.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹138.83
↑ 2.11
₹3,49425.639.7106.534.328.370.6
Aditya Birla Sun Life Digital India Fund Growth ₹120.1
↑ 0.90
₹1,66221.536.291.432.527.659
TATA Digital India Fund Growth ₹32.2216
↑ 0.43
₹1,79721.835.590.129.826.854.8
SBI Technology Opportunities Fund Growth ₹136.421
↑ 2.16
₹91523.636.28329.623.947.3
Nippon India Pharma Fund Growth ₹305.284
↓ -0.29
₹5,44711.825.352.328.616.666.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Nippon India Value Fund Growth ₹113.143
↑ 0.65
₹3,92615.330.565.115.714.916.3
UTI Value Opportunities Fund Growth ₹93.7074
↑ 0.52
₹6,11611.721.655.614.813.719
ICICI Prudential Value Discovery Fund Growth ₹218.98
↑ 1.62
₹20,78610.824.352.714.41222.9
IDFC Sterling Value Fund Growth ₹80.43
↑ 0.89
₹3,73318.944.5103.31416.115.2
JM Value Fund Growth ₹47.4962
↑ 0.54
₹14712.626.157.913.614.213.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
IIFL Focused Equity Fund Growth ₹27.7985
↑ 0.28
₹1,95214.623.259.12317.723.8
Principal Focused Multicap Fund Growth ₹101.16
↑ 0.79
₹6009.625.453.416.915.219.7
SBI Focused Equity Fund Growth ₹215.238
↑ 0.88
₹16,85712.125.852.516.61614.5
Franklin India Focused Equity Fund Growth ₹60.3866
↑ 0.30
₹7,37913.927.265.415.814.210.9
Nippon India Focused Equity Fund Growth ₹70.8026
↑ 0.77
₹5,2821026.366.614.313.816.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Best Debt Funds 2021 - 2022

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

Top 5 Ultra Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹428.912
↑ 0.05
₹18,7891.12.24.77.174.35%6M 7D6M 14D
ICICI Prudential Ultra Short Term Fund Growth ₹21.8714
↑ 0.00
₹10,33812.24.876.54.72%4M 24D6M
SBI Magnum Ultra Short Duration Fund Growth ₹4,731.52
↑ 0.46
₹12,1420.91.83.76.55.93.76%4M 6D6M 4D
Kotak Savings Fund Growth ₹34.1117
↑ 0.00
₹10,5450.81.73.66.35.83.96%5M 5D5M 23D
UTI Ultra Short Term Fund Growth ₹3,295.55
↑ 0.52
₹2,1060.81.73.84.65.34.16%5M 9D6M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Short Term Debt Fund Growth ₹25.077
↑ 0.00
₹18,0171.42.25.58.8115.31%2Y 3M 4D3Y 1M 17D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹37.2946
↑ 0.00
₹7,7251.32.36.38.511.15.15%1Y 7M 17D2Y 3M
ICICI Prudential Short Term Fund Growth ₹46.6652
↑ 0.01
₹20,9211.12.15.28.510.65.59%2Y 6M 11D4Y 22D
Axis Short Term Fund Growth ₹24.3078
↑ 0.00
₹12,1821.124.88.410.15.02%1Y 10M 17D2Y 9M
IDFC Bond Fund Short Term Plan Growth ₹45.408
↓ 0.00
₹13,70112.14.48.39.74.58%1Y 6M 7D1Y 9M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Tata Liquid Fund Growth ₹3,258.65
↑ 0.27
₹9,7200.30.81.63.24.33.45%1M 14D1M 14D
Aditya Birla Sun Life Liquid Fund Growth ₹332.793
↑ 0.03
₹30,8060.30.81.63.24.33.51%1M 24D1M 24D
LIC MF Liquid Fund Growth ₹3,741.8
↑ 0.33
₹7,2570.30.81.63.24.33.41%1M 3D1M 3D
Axis Liquid Fund Growth ₹2,296.92
↑ 0.19
₹24,1770.30.81.63.24.33.46%1M 18D1M 19D
ICICI Prudential Liquid Fund Growth ₹306.211
↑ 0.02
₹36,9200.30.81.63.24.33.46%1M 14D1M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Banking & PSU Debt Fund Growth ₹19.5818
↑ 0.00
₹18,3091.22.44.99.510.94.68%1Y 6M 22D1Y 8M 26D
Nippon India Banking & PSU Debt Fund Growth ₹16.4324
↑ 0.00
₹6,4101.32.359.110.95.1%2Y 2M 23D2Y 10M 28D
Kotak Banking and PSU Debt fund Growth ₹51.3486
↑ 0.03
₹9,2901.51.94.8910.55.8%2Y 7M 13D4Y 7M 20D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹289.116
↑ 0.03
₹16,8571.42.14.98.810.94.98%1Y 11M 19D2Y 8M 26D
HDFC Banking and PSU Debt Fund Growth ₹18.204
↑ 0.01
₹9,9271.52.15.48.810.65.57%2Y 8M 1D3Y 11M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Credit Risk Debt Fund Growth ₹18.8183
↑ 0.01
₹7,7842.64.19.79.110.97.03%2Y 4M 17D3Y 22D
ICICI Prudential Regular Savings Fund Growth ₹24.2646
↑ 0.01
₹7,6262.23.57.98.79.87.02%1Y 11M 16D2Y 9M 14D
SBI Credit Risk Fund Growth ₹35.0823
↑ 0.00
₹3,4731.72.87.27.49.86.58%1Y 11M 26D2Y 5M 26D
Kotak Credit Risk Fund Growth ₹23.9071
↑ 0.02
₹1,7851.52.96.87.26.66.48%1Y 11M 5D3Y 2M 12D
IDFC Credit Risk Fund Growth ₹13.264
↑ 0.00
₹8461.31.95.67.27.46.55%2Y 9M 14D3Y 9M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
L&T Triple Ace Bond Fund Growth ₹57.8213
↓ -0.04
₹8,2901.11.13.41012.46.48%5Y 2M 26D7Y 1M 24D
Sundaram Corporate Bond Fund Growth ₹31.9098
↑ 0.00
₹1,1311.32.65.39.4114.83%1Y 7M 17D1Y 9M 25D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹87.7783
↑ 0.01
₹24,1681.42.65.79.311.95.16%2Y 18D2Y 7M 17D
HDFC Corporate Bond Fund Growth ₹25.4478
↓ 0.00
₹26,6981.42.15.29.211.85.42%2Y 8M 19D4Y 3M 4D
Invesco India Corporate Bond Fund Growth ₹2,525.39
↑ 0.29
₹3,0301.22.34.98.710.10%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Government Securities Fund - Investment Plan Growth ₹28.0606
↓ -0.01
₹1,9691.10.82.611.113.74.55%2Y 22D2Y 5M 19D
DSP BlackRock Government Securities Fund Growth ₹74.6368
↓ -0.01
₹4620.913.410.613.15.19%3Y 3M 22D4Y 2M 23D
Axis Gilt Fund Growth ₹20.0104
↓ -0.01
₹1530.50.53.810.213.15.6%4Y 4M 2D10Y 2M 12D
SBI Magnum Gilt Fund Growth ₹51.0544
↑ 0.00
₹3,7110.71.43.310.111.74.5%1Y 11M 12D4Y
Aditya Birla Sun Life Government Securities Fund Growth ₹64.4453
↑ 0.02
₹8811.31.33.39.912.16.28%4Y 2M 12D5Y 2M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Best Hybrid Funds 2021 - 2022

Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.

Top 5 Balanced Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.97
↑ 0.22
₹33321.340.981.416.616.631.1
BNP Paribas Substantial Equity Hybrid Fund Growth ₹17.7291
↑ 0.11
₹6269.618.637.716.4 14.9
ICICI Prudential Equity and Debt Fund Growth ₹193.29
↑ 1.97
₹17,13011.526.452.61513.89
DSP BlackRock Equity and Bond Fund Growth ₹226.504
↑ 1.45
₹6,96610.31943.41513.417
Canara Robeco Equity Debt Allocation Fund Growth ₹231.27
↑ 1.30
₹5,6368.316.736.814.713.919.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.97
↑ 0.22
₹33321.340.981.416.616.631.1
BNP Paribas Substantial Equity Hybrid Fund Growth ₹17.7291
↑ 0.11
₹6269.618.637.716.4 14.9
ICICI Prudential Equity and Debt Fund Growth ₹193.29
↑ 1.97
₹17,13011.526.452.61513.89
DSP BlackRock Equity and Bond Fund Growth ₹226.504
↑ 1.45
₹6,96610.31943.41513.417
Canara Robeco Equity Debt Allocation Fund Growth ₹231.27
↑ 1.30
₹5,6368.316.736.814.713.919.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹21.97
↑ 0.22
₹33321.340.981.416.616.631.1
BNP Paribas Substantial Equity Hybrid Fund Growth ₹17.7291
↑ 0.11
₹6269.618.637.716.4 14.9
ICICI Prudential Equity and Debt Fund Growth ₹193.29
↑ 1.97
₹17,13011.526.452.61513.89
DSP BlackRock Equity and Bond Fund Growth ₹226.504
↑ 1.45
₹6,96610.31943.41513.417
Canara Robeco Equity Debt Allocation Fund Growth ₹231.27
↑ 1.30
₹5,6368.316.736.814.713.919.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BNP Paribas Arbitrage Fund  Growth ₹12.857
↑ 0.00
₹7561.12.245.3 4.6
L&T Arbitrage Opportunities Fund Growth ₹15.209
↑ 0.00
₹5,0441.12.34.15.35.64.8
UTI Arbitrage Fund Growth ₹27.8296
↑ 0.01
₹4,9191.22.44.15.35.54.4
Edelweiss Arbitrage Fund Growth ₹15.3556
↑ 0.00
₹5,5501.22.33.95.25.64.5
Kotak Equity Arbitrage Fund Growth ₹29.5238
↑ 0.01
₹21,8361.22.44.25.25.64.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Edelweiss Balanced Advantage Fund Growth ₹34.02
↑ 0.17
₹4,3096.913.330.712.912.222.6
HDFC Balanced Advantage Fund Growth ₹262.314
↑ 1.59
₹41,79611.621.147.612.211.87.6
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹71.02
↑ 0.37
₹3,9696.711.929.311.710.415.4
ICICI Prudential Balanced Advantage Fund Growth ₹46.62
↑ 0.13
₹32,9424.210.225.811.210.411.7
Nippon India Balanced Advantage Fund Growth ₹118.446
↑ 0.61
₹3,7227.913.529.610.911.111.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Triple Advantage Fund Growth ₹28.508
↑ 0.21
₹1,0208.21634.713.911.418
ICICI Prudential Multi-Asset Fund Growth ₹371.14
↑ 3.14
₹11,6771022.742.113.613.29.9
HDFC Multi-Asset Fund Growth ₹44.937
↑ 0.15
₹9057.213.728.812.110.620.9
SBI Multi Asset Allocation Fund Growth ₹35.8578
↑ 0.06
₹3937.210.51811.59.314.2
UTI Multi Asset Fund Growth ₹42.1597
↑ 0.10
₹7114.78.318.27.87.313.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
HDFC Equity Savings Fund Growth ₹46.165
↑ 0.17
₹2,3727.312.927.29.49.88.8
SBI Equity Savings Fund Growth ₹16.5675
↑ 0.00
₹1,4963.88.622.79.38.211.9
Edelweiss Equity Savings Fund Growth ₹17.7276
↑ 0.05
₹14858.717.29.29.313
Axis Equity Saver Fund Growth ₹16.2
↑ 0.05
₹7855.710.221.88.98.911.6
Kotak Equity Savings Fund Growth ₹17.4447
↑ 0.01
₹1,4883.56.415.48.18.610.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹27.348
↑ 0.16
₹1,66918.634.669.217.616.518.3
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹24.23
↑ 0.16
₹65011.221.146.714.714.517.4
Tata Retirement Savings Fund - Progressive Growth ₹40.859
↑ 0.16
₹1,0898.918.138.110.814.114.4
Tata Retirement Savings Fund-Moderate Growth ₹40.6226
↑ 0.09
₹1,4627.214.932.19.912.515.1
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹18.7594
↑ 0.08
₹6228.316.736.112.411.715.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Top 5 Gold Funds 2021 - 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Kotak Gold Fund Growth ₹19.7524
↑ 0.18
₹9482-2.3-9.916.58.326.6
SBI Gold Fund Growth ₹14.8108
↑ 0.14
₹1,1292.5-2.1-10.516.17.927.4
Axis Gold Fund Growth ₹14.77
↑ 0.11
₹2421.9-2.2-9.616.17.326.9
HDFC Gold Fund Growth ₹15.2064
↑ 0.12
₹1,1942-2.4-10.415.97.927.5
Nippon India Gold Savings Fund Growth ₹19.5295
↑ 0.14
₹1,3722.3-2.5-10.715.87.626.6
Aditya Birla Sun Life Gold Fund Growth ₹14.8181
↑ 0.13
₹2322.2-2.5-10.115.77.726
Invesco India Gold Fund Growth ₹14.3923
↑ 0.08
₹491.8-3.8-11.415.67.827.2
ICICI Prudential Regular Gold Savings Fund Growth ₹15.6977
↑ 0.07
₹5352.1-2.4-10.515.47.826.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 21

Best Mutual Funds Based on 1 Month Performance

1. Nippon India Strategic Debt Fund

(Erstwhile Reliance Classic Bond Fund)

To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity. The scheme would focus its investments predominantly in corporate bonds of various maturities and across ratings for the purpose of achieving regular income and capital appreciation.

Nippon India Strategic Debt Fund is a Debt - Medium term Bond fund was launched on 26 Jun 14. It is a fund with Moderate risk and has given a CAGR/Annualized return of 3% since its launch.  Ranked 7 in Medium term Bond category.  Return for 2020 was -23.5% , 2019 was -3.4% and 2018 was 4.7% .

Below is the key information for Nippon India Strategic Debt Fund

Nippon India Strategic Debt Fund
Growth
Launch Date 26 Jun 14
NAV (29 Jul 21) ₹12.3352 ↓ 0.00   (-0.03 %)
Net Assets (Cr) ₹252 on 30 Jun 21
Category Debt - Medium term Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderate
Expense Ratio 1.7
Sharpe Ratio -0.51
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Yield to Maturity 4.53%
Effective Maturity 2 Years 6 Months 29 Days
Modified Duration 2 Years 1 Month 10 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹11,107
30 Jun 18₹11,540
30 Jun 19₹11,420
30 Jun 20₹8,728
30 Jun 21₹8,910

Nippon India Strategic Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is .
Net Profit of
Invest Now

Returns for Nippon India Strategic Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 21

DurationReturns
1 Month 14.2%
3 Month 14.7%
6 Month 16%
1 Year 17.7%
3 Year -4.4%
5 Year 0%
10 Year
15 Year
Since launch 3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 -23.5%
2019 -3.4%
2018 4.7%
2017 6.9%
2016 11.1%
2015 9%
2014
2013
2012
2011
Fund Manager information for Nippon India Strategic Debt Fund
NameSinceTenure
Kinjal Desai25 May 183.1 Yr.
Sushil Budhia1 Feb 201.41 Yr.

Data below for Nippon India Strategic Debt Fund as on 30 Jun 21

Asset Allocation
Asset ClassValue
Cash32.05%
Debt67.95%
Debt Sector Allocation
SectorValue
Corporate38.87%
Cash Equivalent32.05%
Government29.08%
Credit Quality
RatingValue
AA17.8%
AAA82.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.59% Govt Stock 2026
Sovereign Bonds | -
6%₹16 Cr1,500,000
↑ 1,500,000
7.27% Govt Stock 2026
Sovereign Bonds | -
6%₹16 Cr1,500,000
↑ 1,500,000
Power Finance Corporation Limited
Debentures | -
6%₹15 Cr150
↑ 150
National Bank For Agriculture And Rural Development
Debentures | -
6%₹15 Cr150
↑ 150
L&T Metro Rail (Hyderabad) Limited
Debentures | -
4%₹11 Cr100
↑ 100
8.31% Telangana SDL 2026
Sovereign Bonds | -
4%₹11 Cr1,000,000
↑ 1,000,000
State Bank of India
Debentures | -
4%₹11 Cr100
↑ 100
Reliance Ports and Terminals Limited
Debentures | -
4%₹11 Cr100
↑ 100
U.P. Power Corporation Limited
Debentures | -
4%₹10 Cr100
↑ 100
REC Limited
Debentures | -
4%₹10 Cr100
↑ 100

2. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 26 in Small Cap category.  Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (29 Jul 21) ₹47.93 ↑ 0.60   (1.27 %)
Net Assets (Cr) ₹2,664 on 30 Jun 21
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 4.26
Information Ratio 0.88
Alpha Ratio -2.27
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
30 Jun 16₹10,000
30 Jun 17₹12,619
30 Jun 18₹12,275
30 Jun 19₹12,516
30 Jun 20₹10,349
30 Jun 21₹21,400

ICICI Prudential Smallcap Fund SIP Returns

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

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 21

DurationReturns
1 Month 10.9%
3 Month 28.8%
6 Month 49.5%
1 Year 113%
3 Year 23.4%
5 Year 17.6%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
2012 26%
2011 -15.1%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Sankaran Naren17 Feb 156.37 Yr.
Priyanka Khandelwal15 Jun 174.05 Yr.
Harish Bihani5 Nov 182.65 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials17.83%
Consumer Cyclical13.98%
Financial Services13.79%
Basic Materials12.95%
Health Care9.56%
Technology8.48%
Real Estate7.25%
Communication Services5.85%
Consumer Defensive5.52%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 19 | 532313
4%₹106 Cr1,755,887
↓ -14,878
Birlasoft Ltd (Technology)
Equity, Since 31 Dec 20 | 532400
4%₹98 Cr2,451,789
↓ -50,000
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Oct 18 | 532706
4%₹95 Cr3,089,275
↑ 455,257
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 532929
3%₹87 Cr3,113,838
↑ 895,522
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 534976
3%₹84 Cr299,573
↑ 2,348
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
3%₹81 Cr1,160,949
↑ 76,877
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Jun 19 | 504973
3%₹72 Cr1,085,421
↑ 29,273
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 21 | 543308
3%₹68 Cr720,000
↑ 720,000
Camlin Fine Sciences Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 532834
3%₹67 Cr3,618,093
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | 532539
3%₹67 Cr1,043,161

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 17.9% since its launch.  Ranked 7 in Small Cap category.  Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (29 Jul 21) ₹102.959 ↑ 1.02   (1.00 %)
Net Assets (Cr) ₹7,630 on 30 Jun 21
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 4.71
Information Ratio 0.15
Alpha Ratio 3.44
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
30 Jun 16₹10,000
30 Jun 17₹12,765
30 Jun 18₹11,996
30 Jun 19₹11,570
30 Jun 20₹10,267
30 Jun 21₹19,844

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 ₹447,579.
Net Profit of ₹147,579
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 29 Jul 21

DurationReturns
1 Month 9.7%
3 Month 24.2%
6 Month 46.2%
1 Year 99.9%
3 Year 21.3%
5 Year 15.8%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 33.1%
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%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1011.03 Yr.
Jay Kothari1 Mar 138.34 Yr.
Resham Jain16 Mar 183.29 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Jun 21

Equity Sector Allocation
SectorValue
Consumer Cyclical34.63%
Basic Materials24.97%
Industrials12.77%
Financial Services6.59%
Health Care6.52%
Consumer Defensive6.04%
Technology4.76%
Communication Services0.87%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹324 Cr360,639
↓ -72,403
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
4%₹280 Cr1,256,679
Chambal Fertilisers & Chemicals Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Jul 14 | 500085
3%₹249 Cr8,112,226
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹249 Cr1,226,945
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
3%₹238 Cr1,566,227
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹217 Cr1,330,191
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹215 Cr1,843,668
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 514162
3%₹212 Cr21,943,370
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹212 Cr7,495,797
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹211 Cr1,030,630

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 11 in Small Cap category.  Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (29 Jul 21) ₹83.5117 ↑ 0.91   (1.10 %)
Net Assets (Cr) ₹6,768 on 30 Jun 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 4.26
Information Ratio -0.55
Alpha Ratio -1.33
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,312
30 Jun 18₹13,019
30 Jun 19₹12,147
30 Jun 20₹9,034
30 Jun 21₹17,753

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 21

DurationReturns
1 Month 8.8%
3 Month 21.6%
6 Month 39.6%
1 Year 101.5%
3 Year 13.4%
5 Year 12.8%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0714.26 Yr.
Hari Shyamsunder2 May 165.17 Yr.
Mayank Bukrediwala24 Aug 200.85 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials27.88%
Financial Services15.22%
Basic Materials12.05%
Consumer Cyclical12.02%
Health Care8.79%
Consumer Defensive6.31%
Real Estate5.07%
Communication Services3.96%
Technology2.42%
Energy2.29%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹449 Cr2,482,967
↓ -160,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹211 Cr7,537,595
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹203 Cr2,359,141
Finolex Cables Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
3%₹202 Cr3,884,567
↓ -227,454
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹202 Cr1,211,988
↓ -13,108
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹201 Cr5,562,185
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532889
3%₹198 Cr1,300,886
↓ -25,000
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹197 Cr2,410,139
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
2%₹161 Cr17,172,603
↑ 900,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹159 Cr10,263,765

5. TATA Resources & Energy Fund

"The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy sectors 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 Resources & Energy 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 20.5% since its launch.  Return for 2020 was 30.6% , 2019 was 9.7% and 2018 was -15.6% .

Below is the key information for TATA Resources & Energy Fund

TATA Resources & Energy Fund
Growth
Launch Date 28 Dec 15
NAV (29 Jul 21) ₹28.288 ↑ 0.71   (2.57 %)
Net Assets (Cr) ₹103 on 30 Jun 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.58
Sharpe Ratio 3.44
Information Ratio 1.02
Alpha Ratio 4.62
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
30 Jun 16₹10,000
30 Jun 17₹12,184
30 Jun 18₹12,090
30 Jun 19₹12,484
30 Jun 20₹12,866
30 Jun 21₹22,849

TATA Resources & Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for TATA Resources & Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 21

DurationReturns
1 Month 8.4%
3 Month 17.2%
6 Month 47.5%
1 Year 76.1%
3 Year 25.2%
5 Year 18.5%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 30.6%
2019 9.7%
2018 -15.6%
2017 32.3%
2016 21.3%
2015
2014
2013
2012
2011
Fund Manager information for TATA Resources & Energy Fund
NameSinceTenure
Rahul Singh20 Apr 201.2 Yr.
Satish Mishra20 Apr 201.2 Yr.

Data below for TATA Resources & Energy Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Basic Materials73.34%
Utility11.36%
Energy10.77%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 18 | TATASTEEL
9%₹9 Cr80,000
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Apr 18 | HINDALCO
6%₹6 Cr170,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 19 | ULTRACEMCO
6%₹6 Cr8,500
↑ 1,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
5%₹6 Cr140,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 500295
5%₹6 Cr210,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 17 | RELIANCE
5%₹5 Cr24,500
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532234
4%₹4 Cr550,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Dec 20 | GRASIM
4%₹4 Cr28,500
GAIL (India) Ltd (Utilities)
Equity, Since 31 Dec 20 | 532155
4%₹4 Cr255,000
↑ 45,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 19 | 500547
4%₹4 Cr80,000

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

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

1. Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small or too large, can hinder a fund’s performance. Less Asset Under Management ( AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately the same as the category.

2. Fund Performance

To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period to check if the fund is able to beat the benchmark.

3. Total Expense Ratio

Investors who want to make investments in mutual funds have to bear certain charges like management fees, operation costs, etc., charged by the Asset Management Company (AMC). Many times, investors go for a fund that has a lower expense ratio, but it is something that should not supersede other important factors such as fund performance, etc.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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