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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2022 - 2023
- Best Debt Funds 2022 - 2023
- Best Hybrid Funds 2022 - 2023
- Top 5 Gold Funds 2022 - 2023
- 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 2022 - 2023
Mutual Funds in India have grown over the years. As a result, the best performing funds in the Market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc.
The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing mutual funds in India along with guidelines to choose the best fund.
Why to Invest in Mutual Funds?
Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors grow their money. It fulfills short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.
One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.
Let's look at some more reasons on why you should invest in Mutual Funds:
1. Liquidity
In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).
2. Diversification
The mutual fund holds various financial instruments such as stocks, fixed Income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.
3. Well-Regulated
The mutual fund industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.
4. Expert Management
Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.
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Best Equity Mutual Funds 2022 - 2023
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 (%) 2021 (%) Canara Robeco Bluechip Equity Fund Growth ₹36.12
↓ -0.45 ₹6,858 -10.4 -11.2 -4.5 12.7 11.5 24.5 IDBI India Top 100 Equity Fund Growth ₹34.3
↓ -0.51 ₹567 -11.8 -11 -1.6 12.4 8.2 31.2 Kotak Bluechip Fund Growth ₹328.347
↓ -3.93 ₹4,279 -9.4 -10.6 -3.5 11.6 9.6 27.7 ICICI Prudential Bluechip Fund Growth ₹58.76
↓ -0.80 ₹30,956 -9.7 -7.9 1.7 11.1 10.3 29.2 BNP Paribas Large Cap Fund Growth ₹124.164
↓ -1.56 ₹1,253 -9.6 -8.8 -1.5 11 8.9 22.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Axis Mid Cap Fund Growth ₹58.15
↓ -0.75 ₹17,165 -12 -14.5 -3.2 17.3 14.5 39.9 PGIM India Midcap Opportunities Fund Growth ₹37.21
↓ -0.47 ₹5,119 -10.7 -13.1 3 28 14.4 63.8 Kotak Emerging Equity Scheme Growth ₹63.596
↓ -0.71 ₹18,655 -9.7 -10.5 0.1 18.3 11.7 47.3 Edelweiss Mid Cap Fund Growth ₹43.37
↓ -0.50 ₹1,918 -11.1 -13.1 -1.5 18.3 11.7 50.3 Invesco India Mid Cap Fund Growth ₹74.09
↓ -1.09 ₹2,230 -12.1 -14.6 -1.6 16 11.4 43.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) SBI Small Cap Fund Growth ₹93.8714
↓ -0.54 ₹11,831 -7 -8.6 3.9 22.8 16 47.6 Nippon India Small Cap Fund Growth ₹74.6418
↓ -0.69 ₹18,675 -11.4 -10.8 6 24.1 14.5 74.3 Kotak Small Cap Fund Growth ₹142.862
↓ -0.55 ₹7,192 -11 -12.8 3.1 26.7 14.3 70.9 ICICI Prudential Smallcap Fund Growth ₹46.52
↓ -0.18 ₹3,611 -5.8 -6.5 8.1 22.5 12.5 61 HDFC Small Cap Fund Growth ₹61.953
↓ -0.63 ₹12,131 -12.9 -15.7 -3.7 14 10.8 64.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Parag Parikh Long Term Equity Fund Growth ₹43.1514
↓ -0.25 ₹22,647 -11.3 -14.1 2.4 19.6 15.7 45.5 PGIM India Diversified Equity Fund Growth ₹21.83
↓ -0.27 ₹4,236 -14.1 -17.2 -5.7 17.4 11.6 43.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Mahindra Badhat Yojana Growth ₹17.6189
↓ -0.19 ₹1,157 -12.6 -12.8 -1.1 17.2 11.5 50.8 UTI Equity Fund Growth ₹209.37
↓ -2.28 ₹23,609 -13.7 -19.2 -8.8 14.1 12 34 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹83.51
↓ -0.94 ₹570 -13.5 -16.3 -5.1 18 12.5 41.5 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 Mirae Asset Tax Saver Fund Growth ₹27.113
↓ -0.34 ₹11,805 -10.3 -11.3 -2.8 14.9 13.1 35.3 IDFC Tax Advantage (ELSS) Fund Growth ₹84.92
↓ -0.97 ₹3,570 -12 -10.3 0.1 14.7 11.2 49.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Technology Fund Growth ₹126.32
↓ -1.58 ₹8,772 -22 -24.1 0.2 28.6 25.8 75.7 Aditya Birla Sun Life Digital India Fund Growth ₹107.93
↓ -1.26 ₹3,028 -21.3 -23.8 -3.4 26.6 24.8 70.5 TATA Digital India Fund Growth ₹29.7239
↓ -0.31 ₹5,512 -21.8 -24 0.2 24.7 25.7 74.4 SBI Technology Opportunities Fund Growth ₹125.643
↓ -0.51 ₹2,416 -18.6 -21 2 23.9 23.2 66.4 Nippon India Pharma Fund Growth ₹257.395
↓ -2.31 ₹4,516 -10.3 -13.4 -13.1 22.8 15.1 23.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Value Discovery Fund Growth ₹229.67
↓ -3.34 ₹23,732 -9.1 -2.9 7.3 16.7 11.4 38.5 IDFC Sterling Value Fund Growth ₹77.48
↓ -0.78 ₹4,437 -10.9 -10.8 3.2 15.6 9.8 64.5 Templeton India Value Fund Growth ₹363.379
↓ -4.04 ₹646 -7.9 -5.6 3.1 13.4 8.2 44.5 Nippon India Value Fund Growth ₹106.862
↓ -1.49 ₹4,202 -12.2 -10.4 -0.5 12.9 10.3 39.4 UTI Value Opportunities Fund Growth ₹87.1301
↓ -1.03 ₹6,350 -11 -11 -3.3 12.8 10.4 30.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 IIFL Focused Equity Fund Growth ₹25.3582
↓ -0.26 ₹2,811 -12.3 -15.2 -2.5 15.3 13 36.4 Nippon India Focused Equity Fund Growth ₹69.3945
↓ -0.90 ₹5,644 -8.7 -6.5 0.7 13.5 9.5 36.6 ICICI Prudential Focused Equity Fund Growth ₹43.78
↓ -0.55 ₹3,149 -9.2 -8.8 1.5 13.4 10.3 36.1 Principal Focused Multicap Fund Growth ₹93.044
↓ -1.32 ₹669 -13.4 -14.1 -5.7 13 10.5 33.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21
Best Debt Funds 2022 - 2023
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 (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Ultra Short Duration Fund Growth ₹3,301.27
↑ 0.57 ₹4,376 0.8 1.8 6.2 4.5 7.8 6.05% 5M 5D 6M 5D UTI Ultra Short Term Fund Growth ₹3,478.02
↑ 0.78 ₹2,005 0.6 1.5 5.9 5.5 6.1 4.65% 4M 15D 4M 20D ICICI Prudential Ultra Short Term Fund Growth ₹22.5643
↑ 0.00 ₹13,152 0.8 1.7 3.6 5.5 4 5.74% 4M 2D 4M 13D Aditya Birla Sun Life Savings Fund Growth ₹442.99
↑ 0.13 ₹14,442 0.8 1.9 3.8 5.6 3.9 6.09% 5M 23D 6M SBI Magnum Ultra Short Duration Fund Growth ₹4,867.88
↑ 0.93 ₹12,802 0.6 1.6 3.3 4.9 3.4 5.56% 5M 8D 5M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity UTI Short Term Income Fund Growth ₹25.5312
↑ 0.00 ₹2,425 -0.1 0.7 7.4 8.2 8.4 5.62% 1Y 3M 18D 2Y 2M 26D IDBI Short Term Bond Fund Growth ₹22.2716
↑ 0.02 ₹32 -0.9 -0.1 10.3 7.5 12.1 6.6% 2Y 3M 14D 2Y 11M 5D PGIM India Short Maturity Fund Growth ₹36.5831
↑ 0.02 ₹28 -0.2 0.5 2 7.2 3 5.49% 12M 1Y 3M 14D HDFC Short Term Debt Fund Growth ₹25.5664
↑ 0.01 ₹14,204 -0.3 0.4 2.6 6.7 3.9 6.4% 1Y 8M 12D 2Y 9M ICICI Prudential Short Term Fund Growth ₹47.746
↑ 0.06 ₹16,315 0.2 0.6 2.7 6.6 3.9 6.7% 2Y 29D 5Y 6M 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Baroda Pioneer Liquid Fund Growth ₹2,453.07
↑ 0.36 ₹7,452 0.4 1 1.9 3.6 3.3 4.8% 29D 1M 2D Axis Liquid Fund Growth ₹2,370.86
↑ 0.35 ₹25,219 0.4 1 1.9 3.6 3.3 4.75% 1M 3D 1M 3D UTI Liquid Cash Plan Growth ₹3,497.04
↑ 0.52 ₹32,789 0.4 1 1.9 3.5 3.3 4.04% 1M 6D 1M 6D SBI Liquid Fund Growth ₹3,339.1
↑ 0.45 ₹58,780 0.4 1 1.8 3.5 3.3 4.66% 25D 29D Aditya Birla Sun Life Liquid Fund Growth ₹343.395
↑ 0.05 ₹39,143 0.4 1 1.9 3.5 3.3 4.98% 1M 13D 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDFC Banking & PSU Debt Fund Growth ₹19.9857
↑ 0.01 ₹16,554 0 0.9 2.8 6.8 3.4 6.01% 9M 22D 10M 20D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹295.49
↑ 0.05 ₹11,913 -0.1 0.7 2.8 6.6 3.6 6.43% 1Y 8M 8D 2Y 5M 19D HDFC Banking and PSU Debt Fund Growth ₹18.5485
↑ 0.00 ₹5,775 -0.4 0.3 2.4 6.6 3.7 6.26% 1Y 8M 8D 3Y 1M 20D Kotak Banking and PSU Debt fund Growth ₹52.3867
↑ 0.01 ₹7,593 -0.5 0.1 2.5 6.5 3.9 6.49% 2Y 4D 4Y 9M 25D ICICI Prudential Banking and PSU Debt Fund Growth ₹26.1183
↑ 0.01 ₹10,344 0.2 0.7 3 6.3 4.2 6.06% 2Y 11D 6Y 7M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Baroda Pioneer Credit Risk Fund Growth ₹17.647
↑ 0.01 ₹201 -0.3 1.1 12.2 7.8 19.2 7.27% 1Y 8M 12D 2Y 2M 12D HDFC Credit Risk Debt Fund Growth ₹19.2887
↑ 0.01 ₹8,640 -0.7 0.3 3.4 7.5 7 7.94% 2Y 1M 10D 2Y 8M 19D ICICI Prudential Regular Savings Fund Growth ₹25.0873
↓ -0.04 ₹8,022 -0.1 1.2 4 7.5 6.2 7.99% 1Y 9M 7D 2Y 10M 2D Franklin India Credit Risk Fund Growth ₹23.6384
↑ 0.02 ₹333 4.9 4.5 10.8 6.5 13.8 0% 2Y 6M 2D Axis Credit Risk Fund Growth ₹17.1383
↑ 0.01 ₹690 -0.2 0.8 3.5 6.4 6 7.73% 1Y 5M 12D 1Y 10M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Corporate Bond Fund Growth ₹32.5399
↑ 0.01 ₹1,104 0 0.9 2.7 6.9 3.5 6.29% 10M 17D 11M 14D Aditya Birla Sun Life Corporate Bond Fund Growth ₹89.545
↑ 0.06 ₹15,349 -0.3 0.6 2.6 6.9 4 7.14% 1Y 8M 19D 2Y 8M 23D ICICI Prudential Corporate Bond Fund Growth ₹23.6317
↑ 0.01 ₹17,438 0.1 0.6 2.8 6.7 4.1 6.4% 1Y 1M 20D 4Y 5M 8D HDFC Corporate Bond Fund Growth ₹25.8134
↑ 0.01 ₹22,197 -1 -0.3 2 6.6 3.9 6.53% 2Y 5M 12D 4Y 7M 24D L&T Triple Ace Bond Fund Growth ₹58.274
↑ 0.02 ₹7,540 -2.1 -1.8 0.8 6.5 3.8 7.38% 4Y 8M 16D 6Y 3M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP BlackRock Government Securities Fund Growth ₹75.8276
↑ 0.11 ₹403 -0.5 -0.5 1.8 6.8 3.1 5.36% 1Y 10M 28D 2Y 6M 14D SBI Magnum Gilt Fund Growth ₹52.1887
↑ 0.19 ₹3,530 0.2 0.5 2.4 6.7 3 5.13% 1Y 5M 23D 1Y 7M 2D Axis Gilt Fund Growth ₹20.2239
↑ 0.03 ₹123 -0.7 -0.7 1.2 6.6 2.4 6.13% 2Y 4D 4Y 9M ICICI Prudential Gilt Fund Growth ₹79.8686
↑ 0.13 ₹2,348 -0.6 -1.2 1.3 6.6 3.8 5.58% 1Y 5M 5D 8Y 9M 4D Edelweiss Government Securities Fund Growth ₹19.6407
↑ 0.01 ₹106 -1.1 -0.8 1.6 6.5 4.1 6.2% 3Y 11M 5D 6Y 3M 22D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Best Hybrid Funds 2022 - 2023
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 (%) 2021 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹19.62
↓ -0.27 ₹337 -12.4 -16.5 -2 17.2 10.3 54.5 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 ICICI Prudential Equity and Debt Fund Growth ₹208.01
↓ -2.54 ₹19,096 -7.5 -2 11.7 15.3 12 41.7 ICICI Prudential Multi-Asset Fund Growth ₹409.953
↓ -4.07 ₹13,279 -5 1.4 13 14.9 11.9 34.7 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 22 Jun 22
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹19.62
↓ -0.27 ₹337 -12.4 -16.5 -2 17.2 10.3 54.5 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 ICICI Prudential Equity and Debt Fund Growth ₹208.01
↓ -2.54 ₹19,096 -7.5 -2 11.7 15.3 12 41.7 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Kotak Equity Hybrid Fund Growth ₹36.576
↓ -0.22 ₹2,559 -7.3 -6.4 0.7 13.2 9.4 28.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹19.62
↓ -0.27 ₹337 -12.4 -16.5 -2 17.2 10.3 54.5 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 ICICI Prudential Equity and Debt Fund Growth ₹208.01
↓ -2.54 ₹19,096 -7.5 -2 11.7 15.3 12 41.7 ICICI Prudential Multi-Asset Fund Growth ₹409.953
↓ -4.07 ₹13,279 -5 1.4 13 14.9 11.9 34.7 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 22 Jun 22
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Kotak Equity Arbitrage Fund Growth ₹30.5044
↑ 0.02 ₹26,010 1.1 2 3.8 4.4 5.2 4 Edelweiss Arbitrage Fund Growth ₹15.8559
↑ 0.01 ₹7,134 1.1 1.9 3.7 4.4 5.1 3.8 Invesco India Arbitrage Fund Growth ₹25.9807
↑ 0.02 ₹1,071 1.3 2.4 3.9 4.3 5 3.5 L&T Arbitrage Opportunities Fund Growth ₹15.63
↑ 0.01 ₹3,403 0.9 1.6 3.2 4.3 5 3.7 UTI Arbitrage Fund Growth ₹28.6699
↑ 0.02 ₹5,498 1 1.8 3.5 4.3 5.1 3.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Edelweiss Balanced Advantage Fund Growth ₹33.09
↓ -0.22 ₹8,046 -6.7 -6.7 -0.4 11.7 9.5 18.8 HDFC Balanced Advantage Fund Growth ₹274.341
↓ -2.13 ₹43,836 -3.5 1.2 6.6 10.3 9 26.4 ICICI Prudential Balanced Advantage Fund Growth ₹48.09
↓ -0.26 ₹40,146 -2.3 -1 4 10.2 9.1 15.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹68.64
↓ -0.39 ₹6,721 -4.7 -4.6 -1.2 8.8 7 13.4 Nippon India Balanced Advantage Fund Growth ₹115.531
↓ -0.62 ₹6,062 -3.6 -3.6 0.3 7.9 7.3 15.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Multi-Asset Fund Growth ₹409.953
↓ -4.07 ₹13,279 -5 1.4 13 14.9 11.9 34.7 HDFC Multi-Asset Fund Growth ₹44.983
↓ -0.28 ₹1,522 -4.4 -4.6 2.6 11.8 8.7 17.9 Edelweiss Multi Asset Allocation Fund Growth ₹35.22
↓ -0.35 ₹228 -8.2 -6.9 2.5 11.1 9.4 27.1 Axis Triple Advantage Fund Growth ₹26.5906
↓ -0.23 ₹1,667 -11.2 -13 -3.8 10.2 9 22.8 SBI Multi Asset Allocation Fund Growth ₹35.317
↓ -0.20 ₹545 -5.2 -4.3 0 9.3 7.5 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Principal Equity Savings Fund Growth ₹48.1171
↓ -0.19 ₹374 -3.7 -3.1 4.4 10 7.8 18.2 L&T Equity Savings Fund Growth ₹22.256
↓ -0.07 ₹206 -3.7 -2.6 3.1 8.2 6.4 16.1 Kotak Equity Savings Fund Growth ₹18.0816
↓ -0.06 ₹1,890 -2.4 -0.7 4.6 8 7.6 11.1 SBI Equity Savings Fund Growth ₹16.4435
↓ -0.05 ₹2,373 -4.8 -4.2 -0.2 8 6.6 13.2 Edelweiss Equity Savings Fund Growth ₹17.6216
↓ -0.05 ₹321 -3.3 -3 1.3 7.9 7.5 11.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹26.184
↓ -0.24 ₹2,125 -7.3 -7.8 1.2 15.5 11.6 42.5 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹22.953
↓ -0.16 ₹800 -6.3 -7.3 -1.5 10.8 9.4 24.6 Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹17.7327
↓ -0.14 ₹672 -12.2 -14.1 -2.3 9.5 8.9 26.7 Tata Retirement Savings Fund - Progressive Growth ₹37.1344
↓ -0.41 ₹1,170 -9.7 -13 -7 8.4 7.9 23.3 Tata Retirement Savings Fund-Moderate Growth ₹38.1961
↓ -0.35 ₹1,531 -8.3 -10.5 -4.6 8.7 7.6 20.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Top 5 Gold Funds 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Kotak Gold Fund Growth ₹20.6019
↑ 0.01 ₹1,299 -0.7 4.5 6.4 13.8 11.2 -4.7 SBI Gold Fund Growth ₹15.4911
↓ -0.02 ₹1,167 -1 5 6.8 13.5 10.7 -5.7 Axis Gold Fund Growth ₹15.5174
↓ -0.04 ₹262 -0.5 5.1 6.9 13.4 11.1 -4.7 Nippon India Gold Savings Fund Growth ₹20.3856
↓ -0.05 ₹1,446 -1.5 5 6.3 13.2 10.3 -5.5 HDFC Gold Fund Growth ₹15.9088
↓ -0.07 ₹1,361 -1.2 4.9 6.5 13.1 10.7 -5.5 Aditya Birla Sun Life Gold Fund Growth ₹15.4446
↓ -0.06 ₹268 -1.5 4.6 6.3 12.6 10.3 -5 ICICI Prudential Regular Gold Savings Fund Growth ₹16.4368
↓ -0.01 ₹687 -1.2 4.9 6.5 12.6 10.4 -5.4 IDBI Gold Fund Growth ₹13.8034
↓ -0.08 ₹40 -1.2 6.2 7.3 12.5 9.9 -4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 22
Best Mutual Funds Based on 1 Month Performance
(Erstwhile DHFL Pramerica Top Euroland Offshore Fund) The primary investment objective of the scheme is to generate long-term capital growth from a diversified portfolio of units of overseas mutual funds. PGIM India Euro Equity Fund is a Others - Fund of Fund fund was launched on 11 Sep 07. It is a fund with High risk and has given a Below is the key information for PGIM India Euro Equity Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The objective of the Plan is to provide long term total return by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs. Principal Asset Allocation Fund of Funds Aggressive Plan is a Others - Fund of Fund fund was launched on 14 Dec 15. It is a fund with Moderately High risk and has given a Below is the key information for Principal Asset Allocation Fund of Funds Aggressive Plan Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip Fund Returns up to 1 year are on The objective of the Plan is to provide long term total return by seeking capital appreciation and income through investments made in a basket of equity mutual funds, debt/money market mutual funds and Gold ETFs Principal Asset Allocation Fund of Funds Moderate Plan is a Others - Fund of Fund fund was launched on 14 Dec 15. It is a fund with Moderately High risk and has given a Below is the key information for Principal Asset Allocation Fund of Funds Moderate Plan Returns up to 1 year are on 1. PGIM India Euro Equity Fund
CAGR/Annualized return of 1.4% since its launch. Ranked 24 in Fund of Fund category. Return for 2021 was -1.9% , 2020 was 20.5% and 2019 was 21.4% . PGIM India Euro Equity Fund
Growth Launch Date 11 Sep 07 NAV (21 Jun 22) ₹12.27 ↑ 0.37 (3.11 %) Net Assets (Cr) ₹149 on 31 May 22 Category Others - Fund of Fund AMC Pramerica Asset Managers Private Limited Rating ☆☆ Risk High Expense Ratio 1.79 Sharpe Ratio -2.07 Information Ratio 0 Alpha Ratio 0 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.
Date Value 31 May 17 ₹10,000 31 May 18 ₹10,793 31 May 19 ₹9,874 31 May 20 ₹10,746 31 May 21 ₹14,588 31 May 22 ₹9,442 Returns for PGIM India Euro Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22 Duration Returns 1 Month 6.4% 3 Month -11.7% 6 Month -29% 1 Year -37.8% 3 Year -2.7% 5 Year -0.6% 10 Year 15 Year Since launch 1.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 -1.9% 2020 20.5% 2019 21.4% 2018 -10.3% 2017 14.6% 2016 -6.7% 2015 5.7% 2014 -9.5% 2013 33.2% 2012 17.3% Fund Manager information for PGIM India Euro Equity Fund
Name Since Tenure Rahul Jagwani 12 May 22 0.05 Yr. Data below for PGIM India Euro Equity Fund as on 31 May 22
Asset Allocation
Asset Class Value Cash 2.16% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity PGIM Jennison Emerging Mkts Eq USD W Acc
Investment Fund | -100% ₹154 Cr 219,383 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables / (Payables)
Net Current Assets | -0% -₹1 Cr 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 May 17 ₹10,000 31 May 18 ₹10,915 31 May 19 ₹12,033 31 May 20 ₹9,230 31 May 21 ₹16,172
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 21 Jun 22 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 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 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. Principal Asset Allocation Fund of Funds Aggressive Plan
CAGR/Annualized return of 8.7% since its launch. . Principal Asset Allocation Fund of Funds Aggressive Plan
Growth Launch Date 14 Dec 15 NAV (23 Dec 20) ₹15.3751 ↑ 0.19 (1.28 %) Net Assets (Cr) ₹3 on 30 Nov 20 Category Others - Fund of Fund AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.26 Information Ratio -0.78 Alpha Ratio -1.08 Min Investment 5,000 Min SIP Investment 2,000 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 17 ₹10,000 31 May 18 ₹10,952 31 May 19 ₹11,239 31 May 20 ₹9,040 Returns for Principal Asset Allocation Fund of Funds Aggressive Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22 Duration Returns 1 Month 3.2% 3 Month 16.9% 6 Month 26.3% 1 Year 10.2% 3 Year 3.3% 5 Year 8.5% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Principal Asset Allocation Fund of Funds Aggressive Plan
Name Since Tenure Data below for Principal Asset Allocation Fund of Funds Aggressive Plan as on 30 Nov 20
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 17 ₹10,000 31 May 18 ₹11,540 31 May 19 ₹11,186 31 May 20 ₹9,573 31 May 21 ₹16,460 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Principal Asset Allocation Fund of Funds Moderate Plan
CAGR/Annualized return of 7% since its launch. . Principal Asset Allocation Fund of Funds Moderate Plan
Growth Launch Date 14 Dec 15 NAV (23 Dec 20) ₹14.1618 ↑ 0.11 (0.77 %) Net Assets (Cr) ₹1 on 30 Nov 20 Category Others - Fund of Fund AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.29 Information Ratio -0.84 Alpha Ratio -3.11 Min Investment 5,000 Min SIP Investment 2,000 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 17 ₹10,000 31 May 18 ₹10,738 31 May 19 ₹11,022 31 May 20 ₹10,181 Returns for Principal Asset Allocation Fund of Funds Moderate Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22 Duration Returns 1 Month 1.8% 3 Month 9.6% 6 Month 14.4% 1 Year 9.1% 3 Year 3.9% 5 Year 6.9% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Principal Asset Allocation Fund of Funds Moderate Plan
Name Since Tenure Data below for Principal Asset Allocation Fund of Funds Moderate Plan as on 30 Nov 20
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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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