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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2020 - 2021
- Best Debt Funds 2020 - 2021
- Best Hybrid Funds 2020 - 2021
- Top 5 Gold Funds 2020 - 2021
- 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 2020 - 2021
Mutual Funds in India have grown over the years. As a result, the best performing mutual funds in the market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc. The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing Mutual Funds in India along with guidelines to choose the best fund in this article.
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Why to Invest in Mutual Funds?
Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors in growing their money. It helps in fulfilling short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.
One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.
Let's look at some more reasons on why you should invest in Mutual Funds:
1. Liquidity
In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).
2. Diversification
The mutual fund holds various financial instruments such as stocks, fixed income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.
3. Well-Regulated
The mutual fund industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.
4. Expert Management
Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.
Best Equity Mutual Funds 2020 - 2021
Below are the top ranked funds from difference categories of equity funds like large-, mid-, small-, multi-cap, ELSS and sectoral funds.
Top 5 Large Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Indiabulls Blue Chip Fund Growth ₹16.27
↓ -0.02 ₹148 -28.6 -23.7 -22.1 -1.5 2.2 12 SBI Bluechip Fund Growth ₹29.7784
↓ -0.05 ₹22,044 -28.6 -25.8 -22.8 -3.4 1.4 11.6 Essel Large Cap Equity Fund Growth ₹17.2218
↓ -0.03 ₹89 -29.2 -26 -23.6 -4.5 1.2 11.7 ICICI Prudential Bluechip Fund Growth ₹31.72 ₹23,609 -29.1 -25.1 -23.8 -2.2 1.8 9.8 Aditya Birla Sun Life Frontline Equity Fund Growth ₹165.46
↑ 0.66 ₹19,314 -29.3 -25.6 -25.8 -4.5 0.6 7.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) L&T Midcap Fund Growth ₹97.39
↓ -0.39 ₹6,213 5,000 -26.3 -24.1 -27 -5.1 2.9 -0.2 Kotak Emerging Equity Scheme Growth ₹29.54
↓ -0.14 ₹6,848 5,000 -26.5 -23.2 -22.8 -4.8 3.3 8.9 Sundaram Mid Cap Fund Growth ₹330.103
↓ -1.06 ₹5,952 5,000 -28.2 -26 -28.7 -8.9 0.6 -0.3 BNP Paribas Mid Cap Fund Growth ₹25.496 ₹748 5,000 -21.9 -18.7 -17.6 -4.8 2 5.2 Motilal Oswal Midcap 30 Fund Growth ₹19.4261
↓ -0.20 ₹1,888 5,000 -27.3 -25.2 -22 -6.9 0.1 9.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) L&T Emerging Businesses Fund Growth ₹14.894
↑ 0.09 ₹5,606 5,000 -34.3 -34.5 -39.5 -9.9 1.2 -8.1 Aditya Birla Sun Life Small Cap Fund Growth ₹20.1835
↓ -0.01 ₹2,190 1,000 -33.5 -34.4 -42.5 -15.7 -2.8 -11.5 Nippon India Small Cap Fund Growth ₹27.0071
↑ 0.23 ₹8,567 5,000 -29.8 -28.8 -32.2 -7 3 -2.5 Franklin India Smaller Companies Fund Growth ₹33.6518
↑ 0.18 ₹6,627 5,000 -31.9 -32.4 -38.1 -12.3 -2.2 -5 HDFC Small Cap Fund Growth ₹25.93
↑ 0.28 ₹9,154 5,000 -32.3 -33.9 -41.1 -7.5 0.7 -9.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Motilal Oswal Multicap 35 Fund Growth ₹19.7189
↓ -0.22 ₹12,372 5,000 -27.6 -25.5 -22.7 -4.3 3.3 7.9 Kotak Standard Multicap Fund Growth ₹26.872
↑ 0.02 ₹29,460 5,000 -28.4 -24.9 -23 -1.8 3.7 12.3 Principal Multi Cap Growth Fund Growth ₹106.71
↓ -0.14 ₹690 5,000 -26.2 -21.9 -24.4 -3.1 2.9 3.9 IDFC Focused Equity Fund Growth ₹29.21
↑ 0.06 ₹1,437 5,000 -24.4 -19.3 -18.8 -0.2 1.2 8.9 SBI Magnum Multicap Fund Growth ₹36.8581
↑ 0.04 ₹8,494 1,000 -27.9 -26.4 -23 -2.6 3.2 11 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Tata India Tax Savings Fund Growth ₹13.9333
↑ 0.03 ₹2,060 -28 -24.4 -22.4 -1.2 3.6 13.6 IDFC Tax Advantage (ELSS) Fund Growth ₹37.2
↓ -0.12 ₹2,060 -32.4 -31 -33.5 -6 -1.1 1.9 Aditya Birla Sun Life Tax Relief '96 Growth ₹24.71
↓ -0.02 ₹10,073 -23.4 -18.8 -20.9 -0.6 3.1 4.3 DSP BlackRock Tax Saver Fund Growth ₹36.792
↑ 0.04 ₹6,096 -28.9 -25.9 -22.8 -2.8 3.2 14.8 Principal Tax Savings Fund Growth ₹152.42
↑ 0.04 ₹389 -26.8 -23.7 -26.2 -4.1 2.2 2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Sundaram Rural and Consumption Fund Growth ₹31.4958
↓ -0.29 ₹1,816 -25.5 -24 -23.5 -4.4 5.1 2.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹19.43
↑ 0.04 ₹1,859 -38.6 -33.2 -32.9 -5.6 3.4 14.9 Franklin Build India Fund Growth ₹27.2036
↑ 0.09 ₹1,083 -34.7 -32.8 -35.3 -8.1 -1 6 ICICI Prudential Banking and Financial Services Fund Growth ₹41.62
↑ 0.26 ₹3,372 -40.8 -35.6 -35.4 -6.2 2.9 14.5 DSP BlackRock Natural Resources and New Energy Fund Growth ₹20.363
↑ 0.23 ₹282 -36.9 -34.6 -37.5 -12.3 2.9 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Tata Equity PE Fund Growth ₹98.0178
↑ 0.65 ₹4,567 -29.4 -26.9 -26.8 -5.1 2.2 5.3 L&T India Value Fund Growth ₹24.934
↓ -0.05 ₹7,041 -31.2 -27.9 -29.6 -7.4 1.6 4.6 JM Value Fund Growth ₹24.3647
↓ -0.47 ₹116 -27.6 -25.5 -23.6 -3.5 3.1 11.9 HDFC Capital Builder Value Fund Growth ₹193.4
↑ 2.12 ₹4,010 -32.3 -30.8 -35.1 -7.3 -0.3 0 Templeton India Value Fund Growth ₹158.992
↑ 1.32 ₹439 -34.2 -31.6 -37.7 -11.1 -2.6 -0.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Focused 25 Fund Growth ₹23.9
↓ -0.12 ₹9,764 -22.9 -18.9 -10.6 4.6 6.2 14.7 Aditya Birla Sun Life Focused Equity Fund Growth ₹46.136
↑ 0.13 ₹4,205 -26.9 -22.4 -21.1 -2.8 1.7 11.3 Principal Focused Multicap Fund Growth ₹54.9
↓ -0.20 ₹366 -20.9 -15.3 -12 1.6 3.5 11.8 Motilal Oswal Focused 25 Fund Growth ₹18.4914
↓ -0.08 ₹1,237 -24.3 -19.7 -12.3 0.2 3.1 17.1 Sundaram Select Focus Fund Growth ₹141.605
↓ -0.23 ₹1,046 -27.2 -22.9 -19.9 0.9 2.5 15 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Best Debt Funds 2020 - 2021
Below are the top ranked funds from difference categories like. Liquid, Ultra Short, Short Term, GILT, Credit Risk and Corporate Debt from Debt.
Top 5 Ultra Short Term Debt Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹396.97
↑ 4.92 ₹16,489 1,000 1.4 3.3 7.8 7.7 8.5 6.5% 5M 19D 6M 18D Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.4593
↑ 0.24 ₹15,040 10,000 -2.1 0.1 4.7 7.3 9.6 9.48% 5M 23D 6M 25D Indiabulls Ultra Short Term Fund Growth ₹1,938.89
↑ 12.21 ₹256 500 1.6 3.2 7.1 7.2 7.6 0% BOI AXA Ultra Short Duration Fund Growth ₹2,413.9
↑ 19.39 ₹295 5,000 1.3 2.9 6.9 7.4 7.5 5.64% 5M 5D 5M 21D UTI Ultra Short Term Fund Growth ₹3,101.07
↑ 19.67 ₹2,043 5,000 1 3 2.6 5.4 3.3 0% 5M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity PGIM India Short Maturity Fund Growth ₹33.1026
↑ 0.72 ₹42 1 1.9 -1.1 3.6 -0.5 6.43% 2Y 1M 10D 2Y 6M 18D ICICI Prudential Short Term Fund Growth ₹42.0807
↑ 0.88 ₹13,470 1.9 4.4 9.2 7.3 9.7 7.08% 2Y 3M 22D 3Y 1M 6D Nippon India Short Term Fund Growth ₹37.7476
↑ 0.64 ₹7,862 1.9 4.2 9 7.1 9.4 6.94% 1Y 10M 28D 2Y 3M 11D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹33.1233
↑ 0.76 ₹3,035 0.9 2.5 7.5 6.9 8.5 8.07% 2Y 6M 14D 3Y 3M 18D UTI Short Term Income Fund Growth ₹21.5842
↑ 0.40 ₹1,977 1.9 4.2 -3.8 2.7 -3.9 0% 2Y 9M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity PGIM India Insta Cash Fund Growth ₹256.756
↑ 0.63 ₹780 5,000 0.4 1.3 2.7 6.2 6.7 5.64% 1M 13D 1M 13D JM Liquid Fund Growth ₹53.9901
↑ 0.10 ₹1,931 5,000 0.4 1.3 2.6 6.1 6.6 5.57% 18D 18D Indiabulls Liquid Fund Growth ₹1,924.73
↑ 0.18 ₹763 500 0.5 1.4 2.7 6.1 6.6 0% Principal Cash Management Fund Growth ₹1,748.77
↑ 0.34 ₹161 5,000 0.4 1.2 2.6 5.7 6.2 5.46% 22D 24D Baroda Pioneer Liquid Fund Growth ₹2,271.3
↑ 9.84 ₹8,706 5,000 0.6 1.5 2.9 6.3 6.6 5.15% 18D 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Banking and PSU Debt Fund Growth ₹16.4741
↑ 0.44 ₹5,323 5,000 2.1 4.7 9.9 7.7 10.2 7% 2Y 4M 19D 3Y 1M 4D UTI Banking & PSU Debt Fund Growth ₹15.0671
↑ 0.33 ₹155 5,000 1.9 4 0.9 4.2 -1 0% 3Y 6M 29D Kotak Banking and PSU Debt fund Growth ₹46.5643
↑ 1.08 ₹5,225 5,000 2.1 4.8 10.6 8.2 10.8 6.71% 2Y 7M 17D 3Y 6M 25D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹261.316
↑ 6.49 ₹10,056 1,000 2.3 4.5 10.1 7.9 9.9 6.73% 2Y 11M 5D 3Y 11M 12D DSP BlackRock Banking and PSU Debt Fund Growth ₹17.2861
↑ 0.44 ₹2,389 1,000 2.4 4.9 9.9 7.8 9.9 6.36% 2Y 11M 1D 3Y 9M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹14.8538
↑ 0.01 ₹1,188 0.3 2.5 2.4 5.1 4.4 9.08% 1Y 9M 18D 2Y 2M 12D PGIM India Credit Risk Fund Growth ₹13.8924
↑ 0.20 ₹329 -5 -3.5 -3.9 2.7 3 10.63% 1Y 4M 6D 1Y 9M HDFC Credit Risk Debt Fund Growth ₹16.6052
↑ 0.37 ₹14,697 2.4 4.8 9.1 7.1 8.6 8.47% 2Y 10D 2Y 8M 12D SBI Credit Risk Fund Growth ₹31.649
↑ 0.59 ₹5,083 2 3.8 6.3 6.6 6.5 0% DSP BlackRock Credit Risk Fund Growth ₹29.1581
↑ 0.38 ₹1,267 2 4 4.2 2.8 4.4 8.33% 1Y 1M 17D 1Y 4M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 20
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Corporate Bond Fund Growth ₹22.8851
↑ 0.56 ₹13,389 2.6 4.7 10.3 8.2 10.3 6.79% 3Y 22D 4Y 29D Aditya Birla Sun Life Corporate Bond Fund Growth ₹78.1675
↑ 1.57 ₹17,606 2.1 4.2 9.4 7.9 9.6 6.78% 2Y 4M 2D 3Y 14D ICICI Prudential Corporate Bond Fund Growth ₹20.8032
↑ 0.37 ₹13,243 1.9 4.2 9.3 7.6 9.9 6.61% 1Y 10M 2D 2Y 6M Kotak Corporate Bond Fund Standard Growth ₹2,686.74
↑ 47.19 ₹4,840 1.8 4 9 8 9.6 6.51% 1Y 4M 17D 1Y 7M 6D Nippon India Prime Debt Fund Growth ₹42.0514
↑ 0.65 ₹933 2.3 3.9 7.7 7.3 7.8 8.51% 1Y 3M 29D 1Y 7M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 GILT Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity SBI Magnum Gilt Fund Growth ₹46.931
↑ 0.40 ₹2,071 5,000 3.8 6.2 15.5 8.3 13.1 0% Nippon India Gilt Securities Fund Growth ₹28.295
↑ 0.31 ₹1,135 5,000 3.4 5.7 14.1 9 12.4 6.51% 5Y 9M 11D 7Y 11M 16D UTI Gilt Fund Growth ₹46.2508
↑ 0.62 ₹503 5,000 3.2 4.8 13.3 7.8 11.8 0% 9Y 7M 2D Aditya Birla Sun Life Government Securities Fund Growth ₹58.847
↑ 0.56 ₹231 1,000 3.4 5 13.2 8.4 11 6.75% 7Y 29D 10Y 11M 12D ICICI Prudential Gilt Fund Growth ₹71.6765
↑ 0.49 ₹1,272 5,000 3.5 6.1 12.5 8.2 10.8 6.73% 6Y 11M 12D 11Y 5M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Best Hybrid Funds 2020 - 2021
Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.
Top 5 Balanced Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Edelweiss Arbitrage Fund Growth ₹14.5922
↑ 0.05 ₹3,955 1.7 3.1 6.6 6.2 6.5 6.2 ICICI Prudential MIP 25 Growth ₹43.3895
↑ 0.64 ₹1,746 -4.4 -1.2 2.3 6.1 7.3 9.6 SBI Debt Hybrid Fund Growth ₹38.8352
↑ 0.81 ₹1,050 -6 -4.4 -1.4 2.4 5.4 8.1 Aditya Birla Sun Life Regular Savings Fund Growth ₹36.0169
↑ 0.39 ₹1,597 -10.9 -9.5 -7.1 0.2 4.4 5.8 Principal Hybrid Equity Fund Growth ₹62.48
↑ 0.16 ₹1,266 -19.1 -16.1 -19 0.4 4.8 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Principal Hybrid Equity Fund Growth ₹62.48
↑ 0.16 ₹1,266 5,000 -19.1 -16.1 -19 0.4 4.8 2.1 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹575.07
↑ 4.19 ₹8,945 1,000 -25.2 -23.2 -23.5 -5 0.8 4.8 DSP BlackRock Equity and Bond Fund Growth ₹134.135
↓ -0.32 ₹6,465 1,000 -18.3 -15.8 -10.2 1.2 5 14.2 SBI Equity Hybrid Fund Growth ₹118.542
↑ 0.56 ₹32,470 1,000 -18.7 -15.3 -10.5 3.4 4.9 13.5 L&T Hybrid Equity Fund Growth ₹21.376
↑ 0.06 ₹6,870 5,000 -21.6 -18 -17 -2.1 2.3 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Edelweiss Arbitrage Fund Growth ₹14.5922
↑ 0.05 ₹3,955 5,000 1.7 3.1 6.6 6.2 6.5 6.2 ICICI Prudential MIP 25 Growth ₹43.3895
↑ 0.64 ₹1,746 5,000 -4.4 -1.2 2.3 6.1 7.3 9.6 SBI Debt Hybrid Fund Growth ₹38.8352
↑ 0.81 ₹1,050 5,000 -6 -4.4 -1.4 2.4 5.4 8.1 Aditya Birla Sun Life Regular Savings Fund Growth ₹36.0169
↑ 0.39 ₹1,597 1,000 -10.9 -9.5 -7.1 0.2 4.4 5.8 Principal Hybrid Equity Fund Growth ₹62.48
↑ 0.16 ₹1,266 5,000 -19.1 -16.1 -19 0.4 4.8 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Edelweiss Arbitrage Fund Growth ₹14.5922
↑ 0.05 ₹3,955 5,000 1.7 3.1 6.6 6.2 6.5 6.2 L&T Arbitrage Opportunities Fund Growth ₹14.391
↑ 0.03 ₹797 5,000 1.6 3 6.4 6.1 6.3 6 Kotak Equity Arbitrage Fund Growth ₹27.9806
↑ 0.07 ₹17,662 5,000 1.4 2.7 6.2 6.2 6.4 6.1 Nippon India Arbitrage Fund Growth ₹20.0706
↑ 0.08 ₹10,423 5,000 1.4 2.7 6.2 6.2 6.4 6.2 ICICI Prudential Equity Arbitrage Fund Growth ₹25.8437
↑ 0.09 ₹13,591 5,000 1.4 2.7 6.1 6 6.3 5.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91 ₹37,850 5,000 2.9 -1.2 3.1 16.6 15.5 Nippon India Balanced Advantage Fund Growth ₹78.8507
↑ 0.37 ₹2,956 5,000 -16.5 -13.9 -12.4 1.2 3.5 8.3 ICICI Prudential Balanced Advantage Fund Growth ₹30.58
↑ 0.14 ₹28,092 5,000 -19.9 -16.3 -12.8 0.7 4 10.8 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹45.77
↑ 0.18 ₹2,630 1,000 -17.7 -15.2 -12.9 -0.9 4.7 8.1 Edelweiss Balanced Advantage Fund Growth ₹22.2
↑ 0.05 ₹1,429 1,000 -10.1 -7.5 -4.4 3.8 3.6 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 19
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Multi Asset Allocation Fund Growth ₹25.7032
↑ 0.14 ₹245 5,000 -10.9 -9.2 -3.1 2.2 5.1 10.6 HDFC Multi-Asset Fund Growth ₹27.461
↑ 0.47 ₹227 5,000 -18 -14.8 -14 -1.6 2.3 9.3 Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06 ₹39 5,000 0.3 3.3 4.6 8.8 7.6 Axis Triple Advantage Fund Growth ₹17.6559
↑ 0.12 ₹307 5,000 -18 -14.6 -6.4 1.9 3.1 15.3 ICICI Prudential Multi-Asset Fund Growth ₹208.879
↑ 1.68 ₹11,138 5,000 -24.4 -20.9 -21.4 -2.7 2.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) PGIM India Equity Savings Fund Growth ₹29.7131
↑ 0.05 ₹35 5,000 -11.7 -8.9 -5.6 2 4.4 10.6 HDFC Equity Savings Fund Growth ₹32.829
↑ 0.34 ₹3,859 5,000 -12.6 -11 -10.3 0.7 5 5.8 Principal Equity Savings Fund Growth ₹33.4533
↑ 0.13 ₹41 5,000 -9.7 -7.7 -6.1 1.8 3.5 5.1 L&T Equity Savings Fund Growth ₹15.475
↑ 0.04 ₹103 5,000 -13.5 -11.6 -12.4 -0.7 1.8 3.7 IDBI Equity Savings Fund Growth ₹15.3626
↑ 0.01 ₹12 5,000 -11.2 -8.8 -5.6 -0.6 1.7 7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Magnum Children's Benefit Plan Growth ₹52.1109
↑ 0.98 ₹64 5,000 -7.8 -6.3 -8.1 3.8 7.7 2.6 Tata Retirement Savings Fund-Moderate Growth ₹25.0936
↓ -0.01 ₹1,142 5,000 -20.8 -17.5 -15.9 0.6 4.5 8.6 Tata Retirement Savings Fund - Progressive Growth ₹23.5526
↓ -0.12 ₹743 5,000 -24.8 -21.4 -18.1 0.4 4.6 11.5 Tata Retirement Savings Fund - Conservative Growth ₹19.7337
↑ 0.18 ₹137 5,000 -5.4 -3.2 0 4.1 6.2 7.6 ICICI Prudential Child Care Plan (Gift) Growth ₹111.83
↑ 0.56 ₹644 5,000 -23.3 -18.5 -20.1 -3.3 2.2 8.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Top 5 Gold Funds 2020 - 2021
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Invesco India Gold Fund Growth ₹13.0121
↑ 0.25 ₹18 8.1 13.2 32 11.8 8.5 21.4 Aditya Birla Sun Life Gold Fund Growth ₹13.6093
↑ 0.40 ₹89 11.5 13.9 33.4 12.4 9.1 21.3 Nippon India Gold Savings Fund Growth ₹17.9696
↑ 0.68 ₹823 11.8 15.5 34.1 12.5 8.8 22.5 SBI Gold Fund Growth ₹13.8959
↑ 0.18 ₹434 14.5 18.2 37.8 14 9.4 22.8 Kotak Gold Fund Growth ₹18.0117
↑ 0.31 ₹244 11.4 14.4 35.2 13.4 8.9 24.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
Best Mutual Funds Based on 1 Month Performance
To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund (HGETF). HDFC Gold Fund is a Gold - Gold fund was launched on 24 Oct 11. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Gold Fund Returns up to 1 year are on The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a Below is the key information for SBI Gold Fund Returns up to 1 year are on (Erstwhile HDFC Growth Fund and HDFC Prudence Fund) Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Balanced Advantage Fund Returns up to 1 year are on The primary investment objective of the scheme is to provide long term capital appreciation by investing in units of fund that invest predominantly in equity and equity-related securities of companies having assets, products or operations in the United States. Kotak US Equity Fund is a Equity - Global fund was launched on 20 Dec 13. It is a fund with High risk and has given a Below is the key information for Kotak US Equity Fund Returns up to 1 year are on The objective of the Scheme is to generate optimal returns through active management of a portfolio of debt and money market instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns. Mirae Asset Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 24 Mar 17. It is a fund with Moderate risk and has given a Below is the key information for Mirae Asset Dynamic Bond Fund Returns up to 1 year are on 1. HDFC Gold Fund
CAGR/Annualized return of 4.3% since its launch. Return for 2019 was 21.7% , 2018 was 6.6% and 2017 was 2.8% . HDFC Gold Fund
Growth Launch Date 24 Oct 11 NAV (27 Mar 20) ₹14.2666 ↑ 0.24 (1.73 %) Net Assets (Cr) ₹329 on 29 Feb 20 Category Gold - Gold AMC HDFC Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.5 Sharpe Ratio 1.45 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 15 ₹10,000 29 Feb 16 ₹10,762 28 Feb 17 ₹10,907 28 Feb 18 ₹11,043 28 Feb 19 ₹11,927 29 Feb 20 ₹14,952 Returns for HDFC Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month 4.8% 3 Month 14.2% 6 Month 18% 1 Year 36.9% 3 Year 13.8% 5 Year 9.3% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 21.7% 2018 6.6% 2017 2.8% 2016 10.1% 2015 -7.3% 2014 -9.8% 2013 -7.2% 2012 12% 2011 2010 Fund Manager information for HDFC Gold Fund
Name Since Tenure Krishan Daga 19 Oct 15 4.2 Yr. Data below for HDFC Gold Fund as on 29 Feb 20
Asset Allocation
Asset Class Value Cash 0.44% Other 99.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Gold ETF
- | HDFCMFGETF100% ₹299 Cr 818,000
↑ 65,308 Treps - Tri-Party Repo
CBLO/Reverse Repo | -0% ₹1 Cr Net Current Assets
Net Current Assets | -0% -₹1 Cr 2. SBI Gold Fund
CAGR/Annualized return of 3.9% since its launch. Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . SBI Gold Fund
Growth Launch Date 12 Sep 11 NAV (27 Mar 20) ₹13.8959 ↑ 0.18 (1.30 %) Net Assets (Cr) ₹434 on 29 Feb 20 Category Gold - Gold AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.43 Sharpe Ratio 1.57 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 28 Feb 15 ₹10,000 29 Feb 16 ₹10,855 28 Feb 17 ₹10,901 28 Feb 18 ₹11,042 28 Feb 19 ₹11,876 29 Feb 20 ₹15,079 Returns for SBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month 4.1% 3 Month 14.5% 6 Month 18.2% 1 Year 37.8% 3 Year 14% 5 Year 9.4% 10 Year 15 Year Since launch 3.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 22.8% 2018 6.4% 2017 3.5% 2016 10% 2015 -8.1% 2014 -10.2% 2013 -6.6% 2012 10.9% 2011 2010 Fund Manager information for SBI Gold Fund
Name Since Tenure Raviprakash Sharma 12 Sep 11 8.31 Yr. Data below for SBI Gold Fund as on 29 Feb 20
Asset Allocation
Asset Class Value Cash 0.29% Other 99.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI ETF Gold
- | SETFGOLD102% ₹441 Cr 1,154,826
↑ 4,708 Net Receivable / Payable
CBLO | -2% -₹10 Cr Treps
CBLO/Reverse Repo | -1% ₹3 Cr 3. HDFC Balanced Advantage Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 23 in Dynamic Allocation category. . HDFC Balanced Advantage Fund
Growth Launch Date 11 Sep 00 NAV (05 Mar 19) ₹188.872 ↑ 2.91 (1.56 %) Net Assets (Cr) ₹37,850 on 31 Jul 18 Category Hybrid - Dynamic Allocation AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.53 Sharpe Ratio 0.27 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 28 Feb 15 ₹10,000 29 Feb 16 ₹8,081 28 Feb 17 ₹11,295 28 Feb 18 ₹13,649 Returns for HDFC Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month 2.6% 3 Month 2.9% 6 Month -1.2% 1 Year 3.1% 3 Year 16.6% 5 Year 15.5% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 Fund Manager information for HDFC Balanced Advantage Fund
Name Since Tenure Data below for HDFC Balanced Advantage Fund as on 31 Jul 18
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Kotak US Equity Fund
CAGR/Annualized return of 11.1% since its launch. Ranked 4 in Global category. . Kotak US Equity Fund
Growth Launch Date 20 Dec 13 NAV (25 Feb 20) ₹19.216 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹15 on 31 Jan 20 Category Equity - Global AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.18 Sharpe Ratio 1.11 Information Ratio -2.2 Alpha Ratio -4.86 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 15 ₹10,000 29 Feb 16 ₹10,080 28 Feb 17 ₹11,813 28 Feb 18 ₹13,256 28 Feb 19 ₹14,480 Returns for Kotak US Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month 2.5% 3 Month 6.8% 6 Month 16.7% 1 Year 16% 3 Year 12.4% 5 Year 10.7% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 Fund Manager information for Kotak US Equity Fund
Name Since Tenure Arjun Khanna 9 May 19 0.56 Yr. Data below for Kotak US Equity Fund as on 31 Jan 20
Equity Sector Allocation
Sector Value Technology 18.15% Financial Services 17.83% Health Care 14.25% Consumer Cyclical 9.16% Industrials 9.01% Communication Services 8.46% Consumer Defensive 7.95% Energy 3.91% Real Estate 3.86% Utility 1.79% Basic Materials 1.23% Asset Allocation
Asset Class Value Cash 5.32% Equity 95.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Mirae Asset Dynamic Bond Fund
CAGR/Annualized return of 7.8% since its launch. Return for 2019 was 11.1% , 2018 was 4.6% . Mirae Asset Dynamic Bond Fund
Growth Launch Date 24 Mar 17 NAV (27 Mar 20) ₹12.5458 ↑ 0.10 (0.78 %) Net Assets (Cr) ₹51 on 29 Feb 20 Category Debt - Dynamic Bond AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderate Expense Ratio 1.38 Sharpe Ratio 2.56 Information Ratio 0 Alpha Ratio -0.23 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-182 Days (0.5%),182 Days and above(NIL) Yield to Maturity 5.96% Effective Maturity 6 Years 11 Months 23 Days Modified Duration 5 Years 1 Month 6 Days Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,200 28 Feb 19 ₹10,817 29 Feb 20 ₹12,186 Returns for Mirae Asset Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month 2.5% 3 Month 4.3% 6 Month 6.4% 1 Year 14.3% 3 Year 7.7% 5 Year 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2019 11.1% 2018 4.6% 2017 2016 2015 2014 2013 2012 2011 2010 Fund Manager information for Mirae Asset Dynamic Bond Fund
Name Since Tenure Mahendra Jajoo 24 Mar 17 2.69 Yr. Data below for Mirae Asset Dynamic Bond Fund as on 29 Feb 20
Asset Allocation
Asset Class Value Cash 48.84% Debt 51.16% Debt Sector Allocation
Sector Value Government 79.83% Cash Equivalent 20.17% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tri Party Repo
CBLO/Reverse Repo | -48% ₹23 Cr GOVT STOCK
Sovereign Bonds | -41% ₹20 Cr 2,000,000
↑ 250,000 GOVT STOCK
Sovereign Bonds | -11% ₹5 Cr 500,000
↑ 500,000 Net Receivables / (Payables)
Net Current Assets | -1% ₹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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Want to know about MF
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