+91-22-48913909
Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2025 - 2026
- Best Debt Funds 2025 - 2026
- Best Hybrid Funds 2025 - 2026
- Top 5 Gold Funds 2025 - 2026
- Best Mutual Funds Based on 1 Month Performance
- How to Invest in Best Mutual Funds Online?
- Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
Top 5 Funds
Best Performing Mutual Funds 2025 - 2026
Mutual Funds in India have grown over the years. As a result, the best performing funds in the Market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc.
The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing mutual funds in India along with guidelines to choose the best fund.
Why to Invest in Mutual Funds?
Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors grow their money. It fulfills short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.
One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.
Let's look at some more reasons on why you should invest in Mutual Funds:
1. Liquidity
In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).
2. Diversification
The mutual fund holds various financial instruments such as stocks, fixed Income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.
3. Well-Regulated
The mutual fund Industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.
4. Expert Management
Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.
Talk to our investment specialist
Best Equity Mutual Funds 2025 - 2026
Below are the top ranked funds from difference categories of equity funds like large-, mid-, small-, multi-cap, ELSS and sectoral funds.
Top 5 Large Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹84.0995
↓ -0.15 ₹35,313 -5.5 -4.6 15.1 17.2 18.4 18.2 HDFC Top 100 Fund Growth ₹1,070.52
↓ -3.29 ₹36,587 -7 -5.9 9.1 14.1 16.3 11.6 ICICI Prudential Bluechip Fund Growth ₹101.58
↓ -0.24 ₹63,938 -6.2 -4.8 13.6 14 17.6 16.9 L&T India Large Cap Fund Growth ₹42.242
↑ 0.02 ₹758 4.4 16.7 2.9 13.6 10.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Midcap 30 Fund Growth ₹100.813
↓ -0.62 ₹22,898 -6.5 2.7 37.2 28.5 29.3 57.1 Edelweiss Mid Cap Fund Growth ₹95.521
↓ -0.01 ₹8,280 -5.2 0.2 29.5 21.7 27.5 38.9 PGIM India Midcap Opportunities Fund Growth ₹60.6
↓ -0.07 ₹11,093 -6.6 -4 14.1 9.5 25.6 21 Invesco India Mid Cap Fund Growth ₹161.59
↓ -0.53 ₹5,863 -4.4 2.6 31.3 20.4 25.1 43.1 SBI Magnum Mid Cap Fund Growth ₹227.806
↓ -0.55 ₹21,455 -6 -3 15.8 15 25.1 20.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Emerging Businesses Fund Growth ₹82.8352
↓ -0.32 ₹16,920 -8.1 -4.4 18.7 18.6 27.8 28.5 Kotak Small Cap Fund Growth ₹259.773
↓ -1.19 ₹17,732 -9.1 -5 17.6 14.2 27.2 25.5 HDFC Small Cap Fund Growth ₹132.931
↓ -0.42 ₹33,842 -5.9 -3.6 12.9 18.8 26.6 20.4 DSP BlackRock Small Cap Fund Growth ₹188.997
↓ -0.06 ₹16,307 -7.4 -1.5 16.4 16.6 26.6 25.6 Franklin India Smaller Companies Fund Growth ₹168.335
↓ -0.66 ₹14,045 -8.3 -8.1 13.5 20.2 26.2 23.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 JM Multicap Fund Growth ₹99.1738
↓ -0.31 ₹5,012 -6.9 -6.6 26.1 21.6 22.7 33.3 Nippon India Multi Cap Fund Growth ₹276.141
↓ -1.14 ₹39,001 -8.6 -5.8 19.5 21.6 22.5 25.8 HDFC Equity Fund Growth ₹1,806.81
↓ -13.41 ₹66,304 -4.7 -2.4 19.5 20.2 21.6 23.5 Motilal Oswal Multicap 35 Fund Growth ₹58.4862
↓ -0.51 ₹12,598 -6.4 2.6 29.7 17.6 16.4 45.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Long Term Equity Fund Growth ₹50.9032
↓ -0.17 ₹4,187 -7.4 3.2 32.8 21.6 21.4 47.7 SBI Magnum Tax Gain Fund Growth ₹415.251
↓ -1.50 ₹27,847 -6.3 -4.3 22.4 21 22.9 27.7 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 HDFC Tax Saver Fund Growth ₹1,287.58
↓ -9.04 ₹15,945 -5.6 -4.2 17.5 18.8 19.6 21.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI PSU Fund Growth ₹29.8702
↑ 0.26 ₹4,686 -8.7 -14.1 18.6 30.6 23.2 23.5 ICICI Prudential Infrastructure Fund Growth ₹180.03
↑ 0.47 ₹6,990 -8.2 -7.6 21.1 28.8 28 27.4 Invesco India PSU Equity Fund Growth ₹58.21
↑ 0.79 ₹1,345 -10.4 -17.5 19.3 28.6 25 25.6 HDFC Infrastructure Fund Growth ₹44.617
↑ 0.08 ₹2,496 -7.8 -9.9 17.4 27.1 23.2 23 LIC MF Infrastructure Fund Growth ₹48.0438
↓ -0.10 ₹852 -7.4 -7.6 37.1 26.6 25 47.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Value Fund Growth ₹95.7453
↓ -0.18 ₹1,073 -10.1 -10.4 14.2 20.6 22.4 25.1 ICICI Prudential Value Discovery Fund Growth ₹435.09
↑ 2.96 ₹48,988 -5.9 -2 15.8 19.6 24.4 20 Nippon India Value Fund Growth ₹214.405
↓ -1.04 ₹8,536 -6.9 -4.1 17.5 18.4 22.7 22.3 L&T India Value Fund Growth ₹101.999
↓ -0.55 ₹13,675 -7.7 -7.1 17.9 18.3 22.1 25.9 Tata Equity PE Fund Growth ₹334.013
↑ 0.21 ₹8,640 -8.8 -7.9 16 17.5 18.8 21.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Focused 30 Fund Growth ₹209.164
↓ -1.42 ₹15,521 -4.1 -1.9 20.3 20.7 21.5 24 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 ICICI Prudential Focused Equity Fund Growth ₹81.66
↓ -0.17 ₹9,945 -7.5 -5.1 20.1 16.6 22.2 26.5 Franklin India Focused Equity Fund Growth ₹100.392
↓ -0.49 ₹12,183 -8 -7 14 13.3 18.6 19.9 DSP BlackRock Focus Fund Growth ₹50.619
↓ -0.32 ₹2,523 -7.6 -4.7 14.9 12.2 14 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Debt Funds 2025 - 2026
Below are the top ranked funds from difference categories like. Liquid, Ultra Short, Short Term, GILT, Credit Risk and Corporate Debt from Debt.
Top 5 Ultra Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹528.905
↑ 0.16 ₹15,890 1.9 3.8 7.8 6.6 7.9 7.61% 5M 8D 7M 17D ICICI Prudential Ultra Short Term Fund Growth ₹26.7578
↑ 0.01 ₹13,935 1.7 3.5 7.4 6.3 7.5 7.6% 4M 28D 5M 16D Invesco India Ultra Short Term Fund Growth ₹2,606.35
↑ 0.45 ₹1,764 1.7 3.4 7.4 6.1 7.5 7.37% 5M 1D 5M 13D SBI Magnum Ultra Short Duration Fund Growth ₹5,774.73
↑ 1.28 ₹12,885 1.7 3.5 7.4 6.3 7.4 7.43% 5M 1D 10M 6D Nippon India Ultra Short Duration Fund Growth ₹3,896.7
↑ 0.96 ₹7,603 1.7 3.4 7.2 6.2 7.2 7.72% 5M 7D 6M 9D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D ICICI Prudential Short Term Fund Growth ₹57.7033
↓ 0.00 ₹20,033 1.6 3.8 7.8 6.7 7.8 7.74% 2Y 3M 7D 3Y 11M 12D BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01 ₹258 0.6 1.3 4.6 6.5 5.16% 1Y 11M 26D 2Y 3M HDFC Short Term Debt Fund Growth ₹30.7057
↑ 0.00 ₹14,976 1.5 3.9 8.2 6.4 8.3 7.54% 2Y 9M 22D 4Y 26D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹45.648
↑ 0.00 ₹8,804 1.5 3.9 7.8 6.4 7.9 7.64% 2Y 10M 6D 3Y 10M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,817.62
↑ 0.55 ₹34,674 0.6 1.8 3.5 7.4 7.4 7.06% 1M 10D 1M 11D LIC MF Liquid Fund Growth ₹4,577.95
↑ 0.83 ₹10,650 0.6 1.7 3.5 7.4 7.4 7.02% 1M 6D 1M 6D DSP BlackRock Liquidity Fund Growth ₹3,613.73
↑ 0.67 ₹22,864 0.6 1.7 3.6 7.4 7.4 7.07% 1M 2D 1M 6D Invesco India Liquid Fund Growth ₹3,478.98
↑ 0.65 ₹14,858 0.6 1.7 3.5 7.4 7.4 7.07% 1M 21D 1M 21D ICICI Prudential Liquid Fund Growth ₹374.746
↑ 0.07 ₹56,002 0.6 1.7 3.5 7.3 7.4 7.08% 1M 6D 1M 9D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹31.4372
↑ 0.00 ₹9,034 1.7 3.7 7.8 6.7 7.9 7.58% 2Y 9M 25D 4Y 5M 8D Kotak Banking and PSU Debt fund Growth ₹62.7482
↑ 0.01 ₹5,679 1.5 3.9 7.9 6.2 8 7.39% 3Y 9M 11D 5Y 9M 25D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹351.749
↑ 0.04 ₹9,645 1.4 3.8 7.7 6.2 7.9 7.37% 3Y 5M 23D 4Y 6M 7D HDFC Banking and PSU Debt Fund Growth ₹22.0637
↑ 0.01 ₹5,881 1.4 3.7 7.7 6.1 7.9 7.38% 3Y 8M 5Y 2M 28D IDFC Banking & PSU Debt Fund Growth ₹23.6499
↓ 0.00 ₹13,491 1.5 3.7 7.5 6 7.6 7.3% 2Y 4M 24D 3Y 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Credit Risk Fund Growth ₹11.8229
↑ 0.00 ₹115 1.1 2.5 5.9 39.7 6 7.01% 7M 2D 8M 19D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% DSP BlackRock Credit Risk Fund Growth ₹42.0739
↑ 0.00 ₹188 1.6 3.8 7.7 10.9 7.8 8% 2Y 6M 4D 3Y 4M 13D Aditya Birla Sun Life Credit Risk Fund Growth ₹20.628
↑ 0.00 ₹921 1.7 7.1 12.1 8.7 11.9 8.01% 2Y 22D 3Y 3M 18D Invesco India Credit Risk Fund Growth ₹1,819.41
↓ -0.48 ₹142 1.3 3.4 7.1 7 7.3 7.57% 3Y 4M 28D 4Y 10M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Corporate Bond Fund Growth ₹28.6095
↓ 0.00 ₹29,074 1.6 3.8 7.9 6.9 8 7.61% 2Y 4M 24D 3Y 10M 17D Aditya Birla Sun Life Corporate Bond Fund Growth ₹108.32
↓ -0.02 ₹23,775 1.5 4.1 8.4 6.7 8.5 7.46% 3Y 10M 2D 5Y 7M 20D Nippon India Prime Debt Fund Growth ₹57.4126
↑ 0.01 ₹6,755 1.4 4.1 8.3 6.7 8.4 7.42% 3Y 10M 13D 5Y 1M 13D HDFC Corporate Bond Fund Growth ₹31.2276
↑ 0.01 ₹32,841 1.4 4.1 8.4 6.5 8.6 7.39% 3Y 10M 21D 6Y 17D Kotak Corporate Bond Fund Standard Growth ₹3,615.29
↑ 0.21 ₹14,333 1.5 4 8.2 6.3 8.3 7.49% 3Y 3M 22D 5Y 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹98.3763
↓ -0.05 ₹6,797 1.5 3.9 8.1 7.2 8.2 6.9% 3Y 8M 19D 6Y 6M 18D SBI Magnum Gilt Fund Growth ₹63.3957
↓ -0.09 ₹10,979 0.4 3.3 8.3 6.9 8.9 7.06% 10Y 2M 19D 25Y 7M 6D DSP BlackRock Government Securities Fund Growth ₹92.1269
↓ -0.09 ₹1,835 0.2 3.3 9.3 6.6 10.1 7.04% 11Y 11M 1D Invesco India Gilt Fund Growth ₹2,728.3
↓ -3.89 ₹1,355 0.1 2.9 9 6.4 10 7.09% 11Y 18D 28Y 5M 12D Axis Gilt Fund Growth ₹24.5006
↓ -0.03 ₹922 0.6 3.7 9.3 6.4 10 7.05% 10Y 3M 25Y 4M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Hybrid Funds 2025 - 2026
Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.
Top 5 Balanced Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Balanced Advantage Fund Growth ₹490.318
↓ -0.17 ₹95,570 -3.5 -3.1 13.5 19.4 19.2 16.7 JM Equity Hybrid Fund Growth ₹117.55
↓ -0.67 ₹720 -7.6 -6.3 16.7 18.6 22.7 27 ICICI Prudential Multi-Asset Fund Growth ₹699.554
↑ 3.86 ₹50,988 -2.1 0.3 15.9 17.7 19.9 16.1 ICICI Prudential Equity and Debt Fund Growth ₹360.47
↓ -0.16 ₹40,089 -4.7 -2.1 15.2 16.6 20.4 17.2 UTI Multi Asset Fund Growth ₹70.5039
↓ -0.03 ₹4,682 -3.3 -0.4 17.8 16.3 14.8 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹117.55
↓ -0.67 ₹720 -7.6 -6.3 16.7 18.6 22.7 27 ICICI Prudential Equity and Debt Fund Growth ₹360.47
↓ -0.16 ₹40,089 -4.7 -2.1 15.2 16.6 20.4 17.2 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Balanced Advantage Fund Growth ₹490.318
↓ -0.17 ₹95,570 -3.5 -3.1 13.5 19.4 19.2 16.7 JM Equity Hybrid Fund Growth ₹117.55
↓ -0.67 ₹720 -7.6 -6.3 16.7 18.6 22.7 27 ICICI Prudential Multi-Asset Fund Growth ₹699.554
↑ 3.86 ₹50,988 -2.1 0.3 15.9 17.7 19.9 16.1 ICICI Prudential Equity and Debt Fund Growth ₹360.47
↓ -0.16 ₹40,089 -4.7 -2.1 15.2 16.6 20.4 17.2 UTI Multi Asset Fund Growth ₹70.5039
↓ -0.03 ₹4,682 -3.3 -0.4 17.8 16.3 14.8 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Invesco India Arbitrage Fund Growth ₹30.9718
↑ 0.01 ₹18,252 1.8 3.5 7.4 6.8 5.6 7.6 Kotak Equity Arbitrage Fund Growth ₹36.3624
↑ 0.01 ₹54,915 1.9 3.5 7.6 6.7 5.6 7.8 SBI Arbitrage Opportunities Fund Growth ₹32.7904
↑ 0.01 ₹31,422 1.8 3.5 7.4 6.6 5.4 7.5 Edelweiss Arbitrage Fund Growth ₹18.8139
↑ 0.01 ₹12,199 1.8 3.5 7.5 6.5 5.5 7.7 HDFC Arbitrage Fund Growth ₹29.755
↑ 0.01 ₹16,791 1.8 3.5 7.5 6.4 5.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Balanced Advantage Fund Growth ₹490.318
↓ -0.17 ₹95,570 -3.5 -3.1 13.5 19.4 19.2 16.7 BOI AXA Equity Debt Rebalancer Fund Growth ₹23.4762
↓ -0.02 ₹136 -5.5 -6.8 4.4 11.6 10.2 6.4 ICICI Prudential Balanced Advantage Fund Growth ₹68.82
↓ -0.01 ₹60,534 -2.4 0.3 11.2 11.3 12.3 12.3 Invesco India Dynamic Equity Fund Growth ₹51.77
↓ -0.23 ₹926 -2.3 -0.3 12.8 10.8 11.3 15.9 Axis Dynamic Equity Fund Growth ₹19.98
↓ -0.06 ₹2,599 -2.4 0.6 15.6 10.8 11.7 17.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Multi-Asset Fund Growth ₹699.554
↑ 3.86 ₹50,988 -2.1 0.3 15.9 17.7 19.9 16.1 UTI Multi Asset Fund Growth ₹70.5039
↓ -0.03 ₹4,682 -3.3 -0.4 17.8 16.3 14.8 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹59.81
↓ -0.09 ₹2,267 -4.1 -1.4 16.3 14.4 16.8 20.2 SBI Multi Asset Allocation Fund Growth ₹54.9857
↓ -0.07 ₹6,986 -2.4 -1.3 11.9 13.4 13.4 12.8 HDFC Multi-Asset Fund Growth ₹66.457
↓ -0.08 ₹3,818 -2.4 -0.4 12.7 10.9 14.1 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jan 25
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Equity Savings Fund Growth ₹32.9216
↑ 0.02 ₹583 -0.9 2.8 19.5 12.3 12.5 24 Kotak Equity Savings Fund Growth ₹25.0668
↑ 0.03 ₹7,974 -1.1 0.6 10.5 10.3 10.7 11.7 Principal Equity Savings Fund Growth ₹67.1262
↓ -0.09 ₹1,005 -1.7 1.5 11.7 9.3 12.5 12.6 SBI Equity Savings Fund Growth ₹22.8932
↑ 0.08 ₹5,982 -1.9 1.3 9 9.1 10.6 12 Edelweiss Equity Savings Fund Growth ₹24.012
↓ -0.03 ₹561 0.2 2.8 12 8.9 10.4 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹47.737
↓ -0.16 ₹6,009 -6.3 -4.5 13.4 16.4 21.8 18 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹36.603
↓ -0.09 ₹1,583 -4.8 -3.1 10.5 12.1 15.8 14 ICICI Prudential Child Care Plan (Gift) Growth ₹297.89
↑ 0.35 ₹1,320 -6.4 -5.4 14 13.8 15 16.9 Tata Retirement Savings Fund - Progressive Growth ₹64.0969
↑ 0.15 ₹2,108 -4.3 -2.2 18.1 12.2 15 21.7 Tata Retirement Savings Fund-Moderate Growth ₹62.3714
↑ 0.16 ₹2,177 -3.5 -1.3 16.5 11.5 14.1 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Gold Fund Growth ₹23.6404
↑ 0.14 ₹2,516 3.9 6.9 26.8 17.2 13.6 19.6 IDBI Gold Fund Growth ₹21.0463
↑ 0.22 ₹70 3.7 7 27.7 17.2 13.4 18.7 Axis Gold Fund Growth ₹23.5477
↑ 0.06 ₹696 3.4 6.6 26.3 16.9 13.7 19.2 ICICI Prudential Regular Gold Savings Fund Growth ₹24.9743
↑ 0.06 ₹1,360 3.5 6.6 26.4 16.9 13.4 19.5 HDFC Gold Fund Growth ₹24.1133
↑ 0.05 ₹2,715 3.6 6.8 26.3 16.8 13.6 18.9 Nippon India Gold Savings Fund Growth ₹30.8333
↑ 0.03 ₹2,193 3.3 6.6 26.1 16.7 13.4 19 Invesco India Gold Fund Growth ₹22.7512
↑ 0.18 ₹100 2.8 5.9 25.5 16.6 12.8 18.8 Kotak Gold Fund Growth ₹31.0658
↑ 0.10 ₹2,251 3.6 6.8 26.3 16.5 13.4 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
Best Mutual Funds Based on 1 Month Performance
The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Equity - Global fund was launched on 7 Nov 08. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The 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 The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF). IDBI Gold Fund is a Gold - Gold fund was launched on 14 Aug 12. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Gold Fund Returns up to 1 year are on An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets. Aditya Birla Sun Life International Equity Fund - Plan B is a Equity - Global fund was launched on 31 Oct 07. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B Returns up to 1 year are on 1. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
CAGR/Annualized return of 9% since its launch. Ranked 25 in Global category. . Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹10,140 31 Dec 21 ₹13,452 31 Dec 22 ₹14,481 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹11,150 31 Dec 21 ₹15,037
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. SBI Gold Fund
CAGR/Annualized return of 6.7% since its launch. Return for 2024 was 19.6% , 2023 was 14.1% and 2022 was 12.6% . SBI Gold Fund
Growth Launch Date 12 Sep 11 NAV (17 Jan 25) ₹23.6404 ↑ 0.14 (0.58 %) Net Assets (Cr) ₹2,516 on 30 Nov 24 Category Gold - Gold AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.29 Sharpe Ratio 0.96 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 31 Dec 19 ₹10,000 31 Dec 20 ₹12,737 31 Dec 21 ₹12,012 31 Dec 22 ₹13,531 31 Dec 23 ₹15,444 31 Dec 24 ₹18,476 Returns for SBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 4.3% 3 Month 3.9% 6 Month 6.9% 1 Year 26.8% 3 Year 17.2% 5 Year 13.6% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.6% 2022 14.1% 2021 12.6% 2020 -5.7% 2019 27.4% 2018 22.8% 2017 6.4% 2016 3.5% 2015 10% 2014 -8.1% Fund Manager information for SBI Gold Fund
Name Since Tenure Raj gandhi 1 Jan 13 12.01 Yr. Data below for SBI Gold Fund as on 30 Nov 24
Asset Allocation
Asset Class Value Cash 1.56% Other 98.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Gold ETF
- | -100% ₹2,516 Cr 379,546,520
↑ 12,950,000 Treps
CBLO/Reverse Repo | -0% ₹6 Cr Net Receivable / Payable
CBLO | -0% -₹6 Cr 4. IDBI Gold Fund
CAGR/Annualized return of 6.2% since its launch. Return for 2024 was 18.7% , 2023 was 14.8% and 2022 was 12% . IDBI Gold Fund
Growth Launch Date 14 Aug 12 NAV (17 Jan 25) ₹21.0463 ↑ 0.22 (1.05 %) Net Assets (Cr) ₹70 on 30 Nov 24 Category Gold - Gold AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 0.65 Sharpe Ratio 0.96 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹12,416 31 Dec 21 ₹11,923 31 Dec 22 ₹13,352 31 Dec 23 ₹15,322 31 Dec 24 ₹18,180 Returns for IDBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 4.3% 3 Month 3.7% 6 Month 7% 1 Year 27.7% 3 Year 17.2% 5 Year 13.4% 10 Year 15 Year Since launch 6.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.7% 2022 14.8% 2021 12% 2020 -4% 2019 24.2% 2018 21.6% 2017 5.8% 2016 1.4% 2015 8.3% 2014 -8.7% Fund Manager information for IDBI Gold Fund
Name Since Tenure Sumit Bhatnagar 1 Jun 24 0.58 Yr. Data below for IDBI Gold Fund as on 30 Nov 24
Asset Allocation
Asset Class Value Cash 1.17% Other 98.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity LIC MF Gold ETF
- | -100% ₹71 Cr 103,201
↑ 3,300 Treps
CBLO/Reverse Repo | -1% ₹0 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr 5. Aditya Birla Sun Life International Equity Fund - Plan B
CAGR/Annualized return of 7% since its launch. Ranked 39 in Global category. . Aditya Birla Sun Life International Equity Fund - Plan B
Growth Launch Date 31 Oct 07 NAV (28 Jul 23) ₹28.8036 ↑ 0.07 (0.23 %) Net Assets (Cr) ₹93 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk High Expense Ratio 2.6 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹11,507 31 Dec 21 ₹14,067 31 Dec 22 ₹13,886 Returns for Aditya Birla Sun Life International Equity Fund - Plan B
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 4.2% 3 Month 10.3% 6 Month 10% 1 Year 13.8% 3 Year 18.9% 5 Year 9% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B
Name Since Tenure Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
How to Invest in Best Mutual Funds Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Excellent Very helpful for seclecting top most mutual funds for Investment
Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
very helpful
Want to know about MF