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Best Performing Mutual Funds in India for 2025 - 2026

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Best Performing Mutual Funds 2025 - 2026

Updated on May 16, 2025 , 187424 views

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.

Best Performing Mutual Funds

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹88.9903
↓ -0.09
₹37,54610.55.110.924.328.918.2
DSP BlackRock TOP 100 Equity Growth ₹473.467
↑ 0.51
₹5,0709.55.816.822.423.320.5
ICICI Prudential Bluechip Fund Growth ₹109.26
↓ -0.10
₹64,9639.55.91222.126.216.9
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
HDFC Top 100 Fund Growth ₹1,130.15
↓ -1.51
₹36,1097.748.820.725.611.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹99.3442
↓ -0.08
₹26,0288.5-2.819.232.538.357.1
Edelweiss Mid Cap Fund Growth ₹97.439
↑ 0.27
₹8,63413.52.318.828.834.138.9
ICICI Prudential MidCap Fund Growth ₹284.01
↑ 0.41
₹5,796143.69.225.232.627
SBI Magnum Mid Cap Fund Growth ₹233.85
↑ 1.08
₹20,8909.92.19.321.432.520.3
Kotak Emerging Equity Scheme Growth ₹128.092
↑ 0.27
₹48,12912.2-0.81324.432.233.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Emerging Businesses Fund Growth ₹78.9557
↑ 0.47
₹13,33410.4-5.72.924.137.328.5
Franklin India Smaller Companies Fund Growth ₹169.817
↑ 0.61
₹11,97012.8-0.84.627.73723.2
HDFC Small Cap Fund Growth ₹133.253
↑ 0.81
₹30,22311-1.36.926.436.920.4
ICICI Prudential Smallcap Fund Growth ₹84.52
↑ 0.74
₹7,39210.4-1.1421.235.815.6
Kotak Small Cap Fund Growth ₹252.467
↑ 1.45
₹15,7069.3-5.75.318.935.325.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Multicap Fund Growth ₹97.0208
↓ -0.27
₹5,2636.2-33.82829.533.3
Nippon India Multi Cap Fund Growth ₹290.441
↑ 1.36
₹38,63712.61.98.727.934.825.8
HDFC Equity Fund Growth ₹1,957.82
↑ 0.88
₹69,6399.96.21727.332.423.5
Motilal Oswal Multicap 35 Fund Growth ₹59.959
↓ -0.18
₹12,2679.82.81826.124.245.7
ICICI Prudential Multicap Fund Growth ₹782.2
↑ 0.16
₹13,9389.331124.828.720.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹50.6133
↓ -0.04
₹3,81715.90.514.929.929.247.7
SBI Magnum Tax Gain Fund Growth ₹430.931
↓ -0.58
₹27,7308.23.110.628.730.527.7
HDFC Tax Saver Fund Growth ₹1,394.72
↑ 0.57
₹15,5569.76.314.726.329.721.3
Franklin India Taxshield Growth ₹1,469.14
↓ -5.36
₹6,3599.93.712.723.62922.4
L&T Tax Advantage Fund Growth ₹131.497
↑ 0.10
₹3,871122.311.923.625.333
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India PSU Equity Fund Growth ₹63.29
↓ -0.10
₹1,21721.95.34.136.131.725.6
Franklin India Opportunities Fund Growth ₹246.185
↓ -1.23
₹6,04711.4310.436.134.237.3
SBI PSU Fund Growth ₹31.7233
↑ 0.15
₹4,78915.52.80.835.43323.5
HDFC Infrastructure Fund Growth ₹47.337
↑ 0.40
₹2,32915.32.9635.137.723
Nippon India Power and Infra Fund Growth ₹342.153
↑ 0.06
₹6,84916.11.22.23436.826.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Value Fund Growth ₹96.6342
↓ -0.45
₹9889.6-1.83.928.631.125.1
L&T India Value Fund Growth ₹106.95
↑ 0.33
₹12,60011.5210.226.931.325.9
Nippon India Value Fund Growth ₹222.125
↓ -0.33
₹8,1019.93.210.726.231.622.3
ICICI Prudential Value Discovery Fund Growth ₹463.42
↑ 0.53
₹49,1318.95.714.824.531.320
Aditya Birla Sun Life Pure Value Fund Growth ₹122.177
↑ 0.08
₹5,79110.2-1.26.223.728.118.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Focused 30 Fund Growth ₹226.451
↑ 0.03
₹17,2279.76.1172732.224
ICICI Prudential Focused Equity Fund Growth ₹89.77
↓ -0.17
₹10,48412.47.61626.128.926.5
DSP BlackRock Focus Fund Growth ₹54.314
↑ 0.14
₹2,44710.64.914.721.823.418.5
IIFL Focused Equity Fund Growth ₹46.3206
↓ -0.14
₹6,7309.12.87.721.326.214.7
Franklin India Focused Equity Fund Growth ₹105.423
↓ -0.23
₹11,3967.92.58.321.227.519.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹544.313
↑ 0.41
₹13,2942.34.187.37.97.75%6M 25D7M 28D
ICICI Prudential Ultra Short Term Fund Growth ₹27.4964
↑ 0.02
₹12,6742.13.97.677.57.53%5M 8D7M 28D
Invesco India Ultra Short Term Fund Growth ₹2,677.59
↑ 1.44
₹8592.13.87.46.87.57.49%6M 13D7M 2D
SBI Magnum Ultra Short Duration Fund Growth ₹5,931.53
↑ 3.76
₹12,4702.13.87.677.47.28%5M 8D8M 16D
Nippon India Ultra Short Duration Fund Growth ₹4,000.69
↑ 2.52
₹6,4982.13.87.46.87.27.73%5M 4D7M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11
₹13192.1192.1192.147.3 0%
ICICI Prudential Short Term Fund Growth ₹59.9795
↑ 0.05
₹20,4283.259.287.87.6%2Y 9M 29D4Y 10M 17D
HDFC Short Term Debt Fund Growth ₹31.9427
↑ 0.03
₹14,2083.35.19.57.88.37.47%2Y 9M 22D4Y 2M 5D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.466
↑ 0.04
₹8,0683.25.29.47.67.97.49%2Y 9M 7D3Y 8M 1D
Axis Short Term Fund Growth ₹30.8337
↑ 0.02
₹9,0243.45.49.67.687.48%2Y 9M 4D3Y 7M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25

Top 5 Liquid Funds

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,886.28
↑ 0.57
₹32,6090.51.83.67.37.47.08%2M 4D2M 4D
LIC MF Liquid Fund Growth ₹4,686.63
↑ 0.92
₹9,3670.51.73.57.27.48.34%1M 29D2M
DSP BlackRock Liquidity Fund Growth ₹3,700.72
↑ 0.78
₹15,8290.51.83.57.37.46.95%1M 20D1M 28D
Invesco India Liquid Fund Growth ₹3,562.89
↑ 0.70
₹10,9450.51.83.67.37.47.01%2M 5D2M 5D
ICICI Prudential Liquid Fund Growth ₹383.775
↑ 0.08
₹42,2930.51.83.57.27.46.99%2M 5D2M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹32.6748
↑ 0.03
₹10,3683.25.19.17.87.97.3%3Y 5M 16D5Y 6M 25D
Kotak Banking and PSU Debt fund Growth ₹65.3764
↑ 0.06
₹6,0113.55.29.67.787.28%3Y 6M 29D5Y 4M 6D
Nippon India Banking & PSU Debt Fund Growth ₹20.7684
↑ 0.02
₹5,7023.75.49.67.67.97.37%3Y 9M 25D5Y 3M 7D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹366.674
↑ 0.36
₹8,5883.55.39.57.57.97.22%3Y 6M 7D4Y 9M
HDFC Banking and PSU Debt Fund Growth ₹23.0011
↑ 0.02
₹5,9963.55.39.57.57.97.25%3Y 10M 10D5Y 6M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Credit Risk Fund Growth ₹49.031
↑ 0.01
₹20715.817.922.414.47.87.81%2Y 2M 8D2Y 11M 12D
L&T Credit Risk Fund Growth ₹32.1709
↑ 0.02
₹59815.617.521.811.27.27.89%2Y 2M 19D2Y 11M 5D
Aditya Birla Sun Life Credit Risk Fund Growth ₹22.162
↑ 0.02
₹9703.28.717.511.111.98.29%2Y 5M 16D3Y 9M 29D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04
₹1042.957.511 0%
Invesco India Credit Risk Fund Growth ₹1,926.26
↑ 0.86
₹1445.2710.89.37.37.24%3Y 1M 10D4Y 3M 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹60.0132
↑ 0.04
₹6,7383.85.710.28.28.47.44%3Y 10M 6D5Y 2M 26D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹112.992
↑ 0.06
₹24,5703.65.510.18.28.57.31%3Y 5M 16D4Y 9M 14D
HDFC Corporate Bond Fund Growth ₹32.5725
↑ 0.03
₹32,5273.65.3108.18.67.31%3Y 9M5Y 10M 2D
ICICI Prudential Corporate Bond Fund Growth ₹29.7584
↑ 0.03
₹29,9293.35.19.3887.37%2Y 11M 5D4Y 11M 26D
BNP Paribas Corporate Bond Fund Growth ₹27.4784
↑ 0.02
₹1963.95.810.37.98.37.4%3Y 5M 12D4Y 8M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹67.043
↓ -0.07
₹11,48956.811.298.96.97%10Y 2M 1D24Y 14D
DSP BlackRock Government Securities Fund Growth ₹97.5223
↓ -0.13
₹1,5665.36.811.78.910.17.04%11Y 6M29Y 2M 26D
ICICI Prudential Gilt Fund Growth ₹103.471
↑ 0.06
₹7,1334.56.410.78.88.26.94%7Y 22D15Y 9M 14D
IDFC Government Securities Fund - Investment Plan Growth ₹35.852
↓ -0.07
₹3,5424.96.2118.610.67.24%11Y 10M 17D28Y 3M 18D
Axis Gilt Fund Growth ₹25.9003
↓ -0.04
₹8685.16.811.88.6107%10Y 2M 16D25Y 1M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹117.736
↓ -0.07
₹7685.7-2.72.823.728.327
HDFC Balanced Advantage Fund Growth ₹513.85
↓ -0.32
₹90,37584.49.422.927.116.7
ICICI Prudential Equity and Debt Fund Growth ₹387.69
↓ -0.20
₹40,9629.2712.721.727.917.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.64
↑ 0.14
₹1,06812.51.18.521.628.225.8
UTI Multi Asset Fund Growth ₹73.1942
↑ 0.08
₹5,2855.44.59.5211920.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹117.736
↓ -0.07
₹7685.7-2.72.823.728.327
ICICI Prudential Equity and Debt Fund Growth ₹387.69
↓ -0.20
₹40,9629.2712.721.727.917.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.64
↑ 0.14
₹1,06812.51.18.521.628.225.8
UTI Hybrid Equity Fund Growth ₹401.927
↑ 0.68
₹5,9107.13.813.519.82419.7
DSP BlackRock Equity and Bond Fund Growth ₹358.451
↑ 0.41
₹10,42595.918.319.520.617.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹117.736
↓ -0.07
₹7685.7-2.72.823.728.327
HDFC Balanced Advantage Fund Growth ₹513.85
↓ -0.32
₹90,37584.49.422.927.116.7
ICICI Prudential Equity and Debt Fund Growth ₹387.69
↓ -0.20
₹40,9629.2712.721.727.917.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.64
↑ 0.14
₹1,06812.51.18.521.628.225.8
UTI Multi Asset Fund Growth ₹73.1942
↑ 0.08
₹5,2855.44.59.5211920.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Equity Arbitrage Fund Growth ₹37.2106
↑ 0.04
₹60,3731.73.47.26.95.77.8
Invesco India Arbitrage Fund Growth ₹31.6768
↑ 0.04
₹19,6751.63.37.16.95.67.6
SBI Arbitrage Opportunities Fund Growth ₹33.5546
↑ 0.04
₹30,5921.73.47.16.95.57.5
HDFC Arbitrage Fund Growth ₹30.42
↑ 0.03
₹18,3501.63.37.16.85.47.7
Edelweiss Arbitrage Fund Growth ₹19.242
↑ 0.02
₹14,0031.63.37.16.85.57.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Balanced Advantage Fund Growth ₹513.85
↓ -0.32
₹90,37584.49.422.927.116.7
Axis Dynamic Equity Fund Growth ₹20.88
↓ -0.03
₹2,80864.614.11615.117.5
Invesco India Dynamic Equity Fund Growth ₹53.04
↓ -0.07
₹9435.32.48.715.615.115.9
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹105.32
↓ -0.01
₹7,3218.66.11314.91713
ICICI Prudential Balanced Advantage Fund Growth ₹72.77
↓ -0.09
₹60,5916.85.711.814.717.712.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Multi Asset Fund Growth ₹73.1942
↑ 0.08
₹5,2855.44.59.5211920.7
ICICI Prudential Multi-Asset Fund Growth ₹746.123
↑ 0.97
₹55,3606.3813.320.926.416.1
Edelweiss Multi Asset Allocation Fund Growth ₹62.55
↑ 0.02
₹2,4878.25.212.920.222.920.2
SBI Multi Asset Allocation Fund Growth ₹57.9035
↑ 0.17
₹7,6745.95.810.217.115.712.8
HDFC Multi-Asset Fund Growth ₹70.404
↑ 0.10
₹3,8376.46.111.815.819.213.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Equity Savings Fund Growth ₹32.3954
↓ -0.02
₹6245.318.113.115.624
Principal Equity Savings Fund Growth ₹69.6303
↑ 0.02
₹9764.64.49.912.715.212.6
SBI Equity Savings Fund Growth ₹23.6496
↑ 0.02
₹5,6716.33.29.312.214.112
Kotak Equity Savings Fund Growth ₹25.7734
↓ -0.03
₹8,0435.33.98.412.213.211.7
HDFC Equity Savings Fund Growth ₹65.312
↑ 0.06
₹5,4604.53.47.811.61410.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹50.359
↑ 0.10
₹5,9839.33.611.423.13018
ICICI Prudential Child Care Plan (Gift) Growth ₹318.32
↑ 0.15
₹1,27310.26.49.620.621.916.9
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.43
↑ 0.07
₹1,5677.63.29.918.521.714
Tata Retirement Savings Fund - Progressive Growth ₹64.4695
↓ -0.10
₹1,91411.22.111.319.320.421.7
Tata Retirement Savings Fund-Moderate Growth ₹63.4898
↓ -0.07
₹2,00810.22.912.117.718.819.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Top 5 Gold Funds 2025 - 2026

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI Gold Fund Growth ₹24.5774
↑ 0.04
₹1047.52625.121.413.118.7
SBI Gold Fund Growth ₹27.6462
↑ 0.21
₹3,5827.425.624.821.313.119.6
Nippon India Gold Savings Fund Growth ₹36.1841
↑ 0.25
₹2,7447.625.62521.312.819
HDFC Gold Fund Growth ₹28.2532
↑ 0.19
₹3,5587.525.624.921.21318.9
Axis Gold Fund Growth ₹27.5672
↑ 0.14
₹9447.525.625.221.213.219.2
Invesco India Gold Fund Growth ₹26.7802
↑ 0.17
₹1427.825.224.721.113.218.8
ICICI Prudential Regular Gold Savings Fund Growth ₹29.315
↑ 0.29
₹1,9097.725.624.42112.919.5
Kotak Gold Fund Growth ₹36.3276
↑ 0.30
₹2,8357.125.124.220.812.718.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25

Best Mutual Funds Based on 1 Month Performance

1. Franklin India Short Term Income Plan - Retail Plan

The objective of the Scheme is to provide investors stable returns by investing in fixed income securities.

Franklin India Short Term Income Plan - Retail Plan is a Debt - Short term Bond fund was launched on 31 Jan 02. It is a fund with Moderate risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 19 in Short term Bond category. .

Below is the key information for Franklin India Short Term Income Plan - Retail Plan

Franklin India Short Term Income Plan - Retail Plan
Growth
Launch Date 31 Jan 02
NAV (02 May 25) ₹15,041.3 ↑ 0.11   (0.00 %)
Net Assets (Cr) ₹13 on 31 Mar 25
Category Debt - Short term Bond
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 0
Sharpe Ratio -90.89
Information Ratio -2.42
Alpha Ratio -6.74
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (0.5%),1 Years and above(NIL)
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹11,021
30 Apr 22₹12,755
30 Apr 23₹13,518
30 Apr 24₹13,959
30 Apr 25₹40,774

Franklin India Short Term Income Plan - Retail Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹287,982.
Net Profit of ₹107,982
Invest Now

Purchase not allowed

Returns for Franklin India Short Term Income Plan - Retail Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25

DurationReturns
1 Month 192.1%
3 Month 192.1%
6 Month 192.1%
1 Year 192.1%
3 Year 47.3%
5 Year 32.5%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
NameSinceTenure
Santosh Kamath31 Jan 0223.26 Yr.
Kunal Agrawal31 Jan 0223.26 Yr.

Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent100%
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
CBLO | -
100%₹13 Cr

2. DSP BlackRock World Energy Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy 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 Energy Fund is a Equity - Global fund was launched on 14 Aug 09. It is a fund with High risk and has given a CAGR/Annualized return of 3.8% since its launch.  Ranked 29 in Global category.  Return for 2024 was -6.8% , 2023 was 12.9% and 2022 was -8.6% .

Below is the key information for DSP BlackRock World Energy Fund

DSP BlackRock World Energy Fund
Growth
Launch Date 14 Aug 09
NAV (16 May 25) ₹18.1299 ↓ -0.06   (-0.33 %)
Net Assets (Cr) ₹79 on 31 Mar 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.2
Sharpe Ratio -1.36
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)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,537
30 Apr 22₹13,911
30 Apr 23₹16,168
30 Apr 24₹16,148
30 Apr 25₹14,632

DSP BlackRock World 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for DSP BlackRock World 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 2 May 25

DurationReturns
1 Month 17.6%
3 Month 4.1%
6 Month 2.9%
1 Year -2%
3 Year 8.4%
5 Year 11.8%
10 Year
15 Year
Since launch 3.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -6.8%
2023 12.9%
2022 -8.6%
2021 29.5%
2020 0%
2019 18.2%
2018 -11.3%
2017 -1.9%
2016 22.5%
2015 -20.9%
Fund Manager information for DSP BlackRock World Energy Fund
NameSinceTenure
Jay Kothari1 Mar 1312.17 Yr.

Data below for DSP BlackRock World Energy Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials34.57%
Technology32.31%
Utility21.7%
Basic Materials6.84%
Consumer Cyclical1.29%
Asset Allocation
Asset ClassValue
Cash3.25%
Equity96.7%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
99%₹78 Cr552,279
↓ -4,049
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹1 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹0 Cr

3. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. 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. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 3 in Global category.  Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (16 May 25) ₹58.6691 ↑ 0.58   (1.00 %)
Net Assets (Cr) ₹786 on 31 Mar 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio -0.47
Information Ratio -0.86
Alpha Ratio -10.78
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 Apr 20₹10,000
30 Apr 21₹15,203
30 Apr 22₹15,477
30 Apr 23₹16,362
30 Apr 24₹19,685
30 Apr 25₹19,611

DSP BlackRock US Flexible Equity 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 DSP BlackRock US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25

DurationReturns
1 Month 17.1%
3 Month -4.2%
6 Month 3.4%
1 Year 8.9%
3 Year 14.9%
5 Year 17.8%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.8%
2023 22%
2022 -5.9%
2021 24.2%
2020 22.6%
2019 27.5%
2018 -1.1%
2017 15.5%
2016 9.8%
2015 2.5%
Fund Manager information for DSP BlackRock US Flexible Equity Fund
NameSinceTenure
Jay Kothari1 Mar 1312.17 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Technology26.52%
Financial Services18.26%
Health Care15.37%
Communication Services14.19%
Consumer Cyclical9.52%
Industrials6.13%
Basic Materials3.76%
Energy3.54%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity97.69%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹779 Cr2,066,620
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹10 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹3 Cr

4. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 6 in Global category.  Return for 2024 was 27.1% , 2023 was 37.9% and 2022 was -30.3% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (16 May 25) ₹72.1936 ↑ 0.47   (0.66 %)
Net Assets (Cr) ₹3,452 on 31 Mar 25
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.52
Sharpe Ratio -0.23
Information Ratio -1.51
Alpha Ratio -8.32
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,494
30 Apr 22₹12,307
30 Apr 23₹12,430
30 Apr 24₹16,604
30 Apr 25₹17,857

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25

DurationReturns
1 Month 15.7%
3 Month -7%
6 Month -1.4%
1 Year 11.6%
3 Year 20%
5 Year 13.5%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.1%
2023 37.9%
2022 -30.3%
2021 17.9%
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Sandeep Manam18 Oct 213.54 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Technology39.28%
Communication Services12.66%
Health Care11.12%
Consumer Cyclical10.91%
Industrials7.67%
Financial Services7.37%
Basic Materials2.16%
Consumer Defensive1.76%
Utility0.77%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity96.59%
Other0.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹3,415 Cr4,604,839
↓ -5,496
Call, Cash & Other Assets
Net Current Assets | -
1%₹36 Cr

5. PGIM India Global Agribusiness Offshore Fund

The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 33 in Fund of Fund category.  Return for 2024 was 24% , 2023 was 39.5% and 2022 was -33.8% .

Below is the key information for PGIM India Global Agribusiness Offshore Fund

PGIM India Global Agribusiness Offshore Fund
Growth
Launch Date 14 May 10
NAV (16 May 25) ₹42.51 ↑ 0.31   (0.73 %)
Net Assets (Cr) ₹1,251 on 31 Mar 25
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.55
Sharpe Ratio -0.58
Information Ratio -0.5
Alpha Ratio -15
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,299
30 Apr 22₹12,804
30 Apr 23₹13,358
30 Apr 24₹17,374
30 Apr 25₹18,220

PGIM India Global Agribusiness Offshore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for PGIM India Global Agribusiness Offshore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25

DurationReturns
1 Month 15%
3 Month -8.2%
6 Month -2.1%
1 Year 5.8%
3 Year 18.8%
5 Year 13.1%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 24%
2023 39.5%
2022 -33.8%
2021 7%
2020 72.4%
2019 30.9%
2018 0.3%
2017 11.9%
2016 0.8%
2015 -14.7%
Fund Manager information for PGIM India Global Agribusiness Offshore Fund
NameSinceTenure
Anandha Padmanabhan Anjeneyan15 Feb 250.2 Yr.
Vivek Sharma15 Feb 250.2 Yr.

Data below for PGIM India Global Agribusiness Offshore Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash8.11%
Equity91.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -
99%₹1,284 Cr515,036
↓ -4,405
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
1%₹19 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%-₹1 Cr

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

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

1. Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small 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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Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.

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