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Best Performing Mutual Funds in India for 2022 - 2023

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Best Performing Mutual Funds 2022 - 2023

Updated on June 20, 2022 , 151078 views

Mutual Funds in India have grown over the years. As a result, the best performing funds in the Market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc.

Best Performing Mutual Funds

The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing mutual funds in India along with guidelines to choose the best fund.

Why to Invest in Mutual Funds?

Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors grow their money. It fulfills short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.

One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.

Let's look at some more reasons on why you should invest in Mutual Funds:

1. Liquidity

In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).

2. Diversification

The mutual fund holds various financial instruments such as stocks, fixed Income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.

3. Well-Regulated

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

4. Expert Management

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

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Best Equity Mutual Funds 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Canara Robeco Bluechip Equity Fund Growth ₹36.12
↓ -0.45
₹6,858-10.4-11.2-4.512.711.524.5
IDBI India Top 100 Equity Fund Growth ₹34.3
↓ -0.51
₹567-11.8-11-1.612.48.231.2
Kotak Bluechip Fund Growth ₹328.347
↓ -3.93
₹4,279-9.4-10.6-3.511.69.627.7
ICICI Prudential Bluechip Fund Growth ₹58.76
↓ -0.80
₹30,956-9.7-7.91.711.110.329.2
BNP Paribas Large Cap Fund Growth ₹124.164
↓ -1.56
₹1,253-9.6-8.8-1.5118.922.1
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Axis Mid Cap Fund Growth ₹58.15
↓ -0.75
₹17,165-12-14.5-3.217.314.539.9
PGIM India Midcap Opportunities Fund Growth ₹37.21
↓ -0.47
₹5,119-10.7-13.132814.463.8
Kotak Emerging Equity Scheme Growth ₹63.596
↓ -0.71
₹18,655-9.7-10.50.118.311.747.3
Edelweiss Mid Cap Fund Growth ₹43.37
↓ -0.50
₹1,918-11.1-13.1-1.518.311.750.3
Invesco India Mid Cap Fund Growth ₹74.09
↓ -1.09
₹2,230-12.1-14.6-1.61611.443.1
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
SBI Small Cap Fund Growth ₹93.8714
↓ -0.54
₹11,831-7-8.63.922.81647.6
Nippon India Small Cap Fund Growth ₹74.6418
↓ -0.69
₹18,675-11.4-10.8624.114.574.3
Kotak Small Cap Fund Growth ₹142.862
↓ -0.55
₹7,192-11-12.83.126.714.370.9
ICICI Prudential Smallcap Fund Growth ₹46.52
↓ -0.18
₹3,611-5.8-6.58.122.512.561
HDFC Small Cap Fund Growth ₹61.953
↓ -0.63
₹12,131-12.9-15.7-3.71410.864.9
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Parag Parikh Long Term Equity Fund Growth ₹43.1514
↓ -0.25
₹22,647-11.3-14.12.419.615.745.5
PGIM India Diversified Equity Fund Growth ₹21.83
↓ -0.27
₹4,236-14.1-17.2-5.717.411.643.5
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
Mahindra Badhat Yojana Growth ₹17.6189
↓ -0.19
₹1,157-12.6-12.8-1.117.211.550.8
UTI Equity Fund Growth ₹209.37
↓ -2.28
₹23,609-13.7-19.2-8.814.11234
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
BOI AXA Tax Advantage Fund Growth ₹83.51
↓ -0.94
₹570-13.5-16.3-5.11812.541.5
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33
₹210-6.1-3.517.616.711.6
Mirae Asset Tax Saver Fund Growth ₹27.113
↓ -0.34
₹11,805-10.3-11.3-2.814.913.135.3
IDFC Tax Advantage (ELSS) Fund Growth ₹84.92
↓ -0.97
₹3,570-12-10.30.114.711.249.2
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Technology Fund Growth ₹126.32
↓ -1.58
₹8,772-22-24.10.228.625.875.7
Aditya Birla Sun Life Digital India Fund Growth ₹107.93
↓ -1.26
₹3,028-21.3-23.8-3.426.624.870.5
TATA Digital India Fund Growth ₹29.7239
↓ -0.31
₹5,512-21.8-240.224.725.774.4
SBI Technology Opportunities Fund Growth ₹125.643
↓ -0.51
₹2,416-18.6-21223.923.266.4
Nippon India Pharma Fund Growth ₹257.395
↓ -2.31
₹4,516-10.3-13.4-13.122.815.123.9
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Value Discovery Fund Growth ₹229.67
↓ -3.34
₹23,732-9.1-2.97.316.711.438.5
IDFC Sterling Value Fund Growth ₹77.48
↓ -0.78
₹4,437-10.9-10.83.215.69.864.5
Templeton India Value Fund Growth ₹363.379
↓ -4.04
₹646-7.9-5.63.113.48.244.5
Nippon India Value Fund Growth ₹106.862
↓ -1.49
₹4,202-12.2-10.4-0.512.910.339.4
UTI Value Opportunities Fund Growth ₹87.1301
↓ -1.03
₹6,350-11-11-3.312.810.430.4
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
IIFL Focused Equity Fund Growth ₹25.3582
↓ -0.26
₹2,811-12.3-15.2-2.515.31336.4
Nippon India Focused Equity Fund Growth ₹69.3945
↓ -0.90
₹5,644-8.7-6.50.713.59.536.6
ICICI Prudential Focused Equity Fund Growth ₹43.78
↓ -0.55
₹3,149-9.2-8.81.513.410.336.1
Principal Focused Multicap Fund Growth ₹93.044
↓ -1.32
₹669-13.4-14.1-5.71310.533.7
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Ultra Short Duration Fund Growth ₹3,301.27
↑ 0.57
₹4,3760.81.86.24.57.86.05%5M 5D6M 5D
UTI Ultra Short Term Fund Growth ₹3,478.02
↑ 0.78
₹2,0050.61.55.95.56.14.65%4M 15D4M 20D
ICICI Prudential Ultra Short Term Fund Growth ₹22.5643
↑ 0.00
₹13,1520.81.73.65.545.74%4M 2D4M 13D
Aditya Birla Sun Life Savings Fund Growth ₹442.99
↑ 0.13
₹14,4420.81.93.85.63.96.09%5M 23D6M
SBI Magnum Ultra Short Duration Fund Growth ₹4,867.88
↑ 0.93
₹12,8020.61.63.34.93.45.56%5M 8D5M 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Short Term Income Fund Growth ₹25.5312
↑ 0.00
₹2,425-0.10.77.48.28.45.62%1Y 3M 18D2Y 2M 26D
IDBI Short Term Bond Fund Growth ₹22.2716
↑ 0.02
₹32-0.9-0.110.37.512.16.6%2Y 3M 14D2Y 11M 5D
PGIM India Short Maturity Fund Growth ₹36.5831
↑ 0.02
₹28-0.20.527.235.49%12M1Y 3M 14D
HDFC Short Term Debt Fund Growth ₹25.5664
↑ 0.01
₹14,204-0.30.42.66.73.96.4%1Y 8M 12D2Y 9M
ICICI Prudential Short Term Fund Growth ₹47.746
↑ 0.06
₹16,3150.20.62.76.63.96.7%2Y 29D5Y 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

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Baroda Pioneer Liquid Fund Growth ₹2,453.07
↑ 0.36
₹7,4520.411.93.63.34.8%29D1M 2D
Axis Liquid Fund Growth ₹2,370.86
↑ 0.35
₹25,2190.411.93.63.34.75%1M 3D1M 3D
UTI Liquid Cash Plan Growth ₹3,497.04
↑ 0.52
₹32,7890.411.93.53.34.04%1M 6D1M 6D
SBI Liquid Fund Growth ₹3,339.1
↑ 0.45
₹58,7800.411.83.53.34.66%25D29D
Aditya Birla Sun Life Liquid Fund Growth ₹343.395
↑ 0.05
₹39,1430.411.93.53.34.98%1M 13D1M 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDFC Banking & PSU Debt Fund Growth ₹19.9857
↑ 0.01
₹16,55400.92.86.83.46.01%9M 22D10M 20D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹295.49
↑ 0.05
₹11,913-0.10.72.86.63.66.43%1Y 8M 8D2Y 5M 19D
HDFC Banking and PSU Debt Fund Growth ₹18.5485
↑ 0.00
₹5,775-0.40.32.46.63.76.26%1Y 8M 8D3Y 1M 20D
Kotak Banking and PSU Debt fund Growth ₹52.3867
↑ 0.01
₹7,593-0.50.12.56.53.96.49%2Y 4D4Y 9M 25D
ICICI Prudential Banking and PSU Debt Fund Growth ₹26.1183
↑ 0.01
₹10,3440.20.736.34.26.06%2Y 11D6Y 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Baroda Pioneer Credit Risk Fund Growth ₹17.647
↑ 0.01
₹201-0.31.112.27.819.27.27%1Y 8M 12D2Y 2M 12D
HDFC Credit Risk Debt Fund Growth ₹19.2887
↑ 0.01
₹8,640-0.70.33.47.577.94%2Y 1M 10D2Y 8M 19D
ICICI Prudential Regular Savings Fund Growth ₹25.0873
↓ -0.04
₹8,022-0.11.247.56.27.99%1Y 9M 7D2Y 10M 2D
Franklin India Credit Risk Fund Growth ₹23.6384
↑ 0.02
₹3334.94.510.86.513.80%2Y 6M 2D
Axis Credit Risk Fund Growth ₹17.1383
↑ 0.01
₹690-0.20.83.56.467.73%1Y 5M 12D1Y 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Sundaram Corporate Bond Fund Growth ₹32.5399
↑ 0.01
₹1,10400.92.76.93.56.29%10M 17D11M 14D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹89.545
↑ 0.06
₹15,349-0.30.62.66.947.14%1Y 8M 19D2Y 8M 23D
ICICI Prudential Corporate Bond Fund Growth ₹23.6317
↑ 0.01
₹17,4380.10.62.86.74.16.4%1Y 1M 20D4Y 5M 8D
HDFC Corporate Bond Fund Growth ₹25.8134
↑ 0.01
₹22,197-1-0.326.63.96.53%2Y 5M 12D4Y 7M 24D
L&T Triple Ace Bond Fund Growth ₹58.274
↑ 0.02
₹7,540-2.1-1.80.86.53.87.38%4Y 8M 16D6Y 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Government Securities Fund Growth ₹75.8276
↑ 0.11
₹403-0.5-0.51.86.83.15.36%1Y 10M 28D2Y 6M 14D
SBI Magnum Gilt Fund Growth ₹52.1887
↑ 0.19
₹3,5300.20.52.46.735.13%1Y 5M 23D1Y 7M 2D
Axis Gilt Fund Growth ₹20.2239
↑ 0.03
₹123-0.7-0.71.26.62.46.13%2Y 4D4Y 9M
ICICI Prudential Gilt Fund Growth ₹79.8686
↑ 0.13
₹2,348-0.6-1.21.36.63.85.58%1Y 5M 5D8Y 9M 4D
Edelweiss Government Securities Fund Growth ₹19.6407
↑ 0.01
₹106-1.1-0.81.66.54.16.2%3Y 11M 5D6Y 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

FundNAVNet 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
₹337-12.4-16.5-217.210.354.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
ICICI Prudential Equity and Debt Fund Growth ₹208.01
↓ -2.54
₹19,096-7.5-211.715.31241.7
ICICI Prudential Multi-Asset Fund Growth ₹409.953
↓ -4.07
₹13,279-51.41314.911.934.7
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389-3.5-0.814.814.311.2
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

FundNAVNet 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
₹337-12.4-16.5-217.210.354.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
ICICI Prudential Equity and Debt Fund Growth ₹208.01
↓ -2.54
₹19,096-7.5-211.715.31241.7
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389-3.5-0.814.814.311.2
Kotak Equity Hybrid Fund Growth ₹36.576
↓ -0.22
₹2,559-7.3-6.40.713.29.428.9
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

FundNAVNet 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
₹337-12.4-16.5-217.210.354.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
ICICI Prudential Equity and Debt Fund Growth ₹208.01
↓ -2.54
₹19,096-7.5-211.715.31241.7
ICICI Prudential Multi-Asset Fund Growth ₹409.953
↓ -4.07
₹13,279-51.41314.911.934.7
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389-3.5-0.814.814.311.2
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Kotak Equity Arbitrage Fund Growth ₹30.5044
↑ 0.02
₹26,0101.123.84.45.24
Edelweiss Arbitrage Fund Growth ₹15.8559
↑ 0.01
₹7,1341.11.93.74.45.13.8
Invesco India Arbitrage Fund Growth ₹25.9807
↑ 0.02
₹1,0711.32.43.94.353.5
L&T Arbitrage Opportunities Fund Growth ₹15.63
↑ 0.01
₹3,4030.91.63.24.353.7
UTI Arbitrage Fund Growth ₹28.6699
↑ 0.02
₹5,49811.83.54.35.13.9
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Edelweiss Balanced Advantage Fund Growth ₹33.09
↓ -0.22
₹8,046-6.7-6.7-0.411.79.518.8
HDFC Balanced Advantage Fund Growth ₹274.341
↓ -2.13
₹43,836-3.51.26.610.3926.4
ICICI Prudential Balanced Advantage Fund Growth ₹48.09
↓ -0.26
₹40,146-2.3-1410.29.115.1
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹68.64
↓ -0.39
₹6,721-4.7-4.6-1.28.8713.4
Nippon India Balanced Advantage Fund Growth ₹115.531
↓ -0.62
₹6,062-3.6-3.60.37.97.315.7
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Multi-Asset Fund Growth ₹409.953
↓ -4.07
₹13,279-51.41314.911.934.7
HDFC Multi-Asset Fund Growth ₹44.983
↓ -0.28
₹1,522-4.4-4.62.611.88.717.9
Edelweiss Multi Asset Allocation Fund Growth ₹35.22
↓ -0.35
₹228-8.2-6.92.511.19.427.1
Axis Triple Advantage Fund Growth ₹26.5906
↓ -0.23
₹1,667-11.2-13-3.810.2922.8
SBI Multi Asset Allocation Fund Growth ₹35.317
↓ -0.20
₹545-5.2-4.309.37.513
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Principal Equity Savings Fund Growth ₹48.1171
↓ -0.19
₹374-3.7-3.14.4107.818.2
L&T Equity Savings Fund Growth ₹22.256
↓ -0.07
₹206-3.7-2.63.18.26.416.1
Kotak Equity Savings Fund Growth ₹18.0816
↓ -0.06
₹1,890-2.4-0.74.687.611.1
SBI Equity Savings Fund Growth ₹16.4435
↓ -0.05
₹2,373-4.8-4.2-0.286.613.2
Edelweiss Equity Savings Fund Growth ₹17.6216
↓ -0.05
₹321-3.3-31.37.97.511.7
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹26.184
↓ -0.24
₹2,125-7.3-7.81.215.511.642.5
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹22.953
↓ -0.16
₹800-6.3-7.3-1.510.89.424.6
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹17.7327
↓ -0.14
₹672-12.2-14.1-2.39.58.926.7
Tata Retirement Savings Fund - Progressive Growth ₹37.1344
↓ -0.41
₹1,170-9.7-13-78.47.923.3
Tata Retirement Savings Fund-Moderate Growth ₹38.1961
↓ -0.35
₹1,531-8.3-10.5-4.68.77.620.5
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Kotak Gold Fund Growth ₹20.6019
↑ 0.01
₹1,299-0.74.56.413.811.2-4.7
SBI Gold Fund Growth ₹15.4911
↓ -0.02
₹1,167-156.813.510.7-5.7
Axis Gold Fund Growth ₹15.5174
↓ -0.04
₹262-0.55.16.913.411.1-4.7
Nippon India Gold Savings Fund Growth ₹20.3856
↓ -0.05
₹1,446-1.556.313.210.3-5.5
HDFC Gold Fund Growth ₹15.9088
↓ -0.07
₹1,361-1.24.96.513.110.7-5.5
Aditya Birla Sun Life Gold Fund Growth ₹15.4446
↓ -0.06
₹268-1.54.66.312.610.3-5
ICICI Prudential Regular Gold Savings Fund Growth ₹16.4368
↓ -0.01
₹687-1.24.96.512.610.4-5.4
IDBI Gold Fund Growth ₹13.8034
↓ -0.08
₹40-1.26.27.312.59.9-4
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

1. PGIM India Euro Equity Fund

(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 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% .

Below is the key information for PGIM India Euro Equity Fund

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.

DateValue
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

PGIM India Euro Equity Fund SIP Returns

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

Returns for PGIM India Euro Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Rahul Jagwani12 May 220.05 Yr.

Data below for PGIM India Euro Equity Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash2.16%
Equity97.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Emerging Mkts Eq USD W Acc
Investment Fund | -
100%₹154 Cr219,383
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

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 CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

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.

DateValue
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

HDFC Long Term Advantage Fund SIP Returns

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

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Principal Asset Allocation Fund of Funds Aggressive Plan

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 CAGR/Annualized return of 8.7% since its launch. .

Below is the key information for Principal Asset Allocation Fund of Funds Aggressive Plan

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 Not Rated
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.

DateValue
31 May 17₹10,000
31 May 18₹10,952
31 May 19₹11,239
31 May 20₹9,040

Principal Asset Allocation Fund of Funds Aggressive Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Principal Asset Allocation Fund of Funds Aggressive Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Principal Asset Allocation Fund of Funds Aggressive Plan
NameSinceTenure

Data below for Principal Asset Allocation Fund of Funds Aggressive Plan as on 30 Nov 20

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Principal Emerging Bluechip Fund

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 CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

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.

DateValue
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

Principal Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Principal Asset Allocation Fund of Funds Moderate Plan

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 CAGR/Annualized return of 7% since its launch. .

Below is the key information for Principal Asset Allocation Fund of Funds Moderate Plan

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 Not Rated
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.

DateValue
31 May 17₹10,000
31 May 18₹10,738
31 May 19₹11,022
31 May 20₹10,181

Principal Asset Allocation Fund of Funds Moderate Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Principal Asset Allocation Fund of Funds Moderate Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 22

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Principal Asset Allocation Fund of Funds Moderate Plan
NameSinceTenure

Data below for Principal Asset Allocation Fund of Funds Moderate Plan as on 30 Nov 20

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

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

1. Scheme Asset Size

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

2. Fund Performance

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

3. Total Expense Ratio

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

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Excellent Very helpful for seclecting top most mutual funds for Investment

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Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.

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