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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2020 - 2021
- Best Debt Funds 2020 - 2021
- Best Hybrid Funds 2020 - 2021
- Top 5 Gold Funds 2020 - 2021
- Best Mutual Funds Based on 1 Month Performance
- How to Invest in Best Mutual Funds Online?
- Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
Top 5 Funds
Best Performing Mutual Funds 2020 - 2021
Mutual Funds in India have grown over the years. As a result, the best performing mutual funds in the market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc. The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing Mutual Funds in India along with guidelines to choose the best fund in this article.
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Why to Invest in Mutual Funds?
Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors in growing their money. It helps in fulfilling short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.
One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.
Let's look at some more reasons on why you should invest in Mutual Funds:
1. Liquidity
In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).
2. Diversification
The mutual fund holds various financial instruments such as stocks, fixed income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.
3. Well-Regulated
The mutual fund industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.
4. Expert Management
Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.
Best Equity Mutual Funds 2020 - 2021
Below are the top ranked funds from difference categories of equity funds like large-, mid-, small-, multi-cap, ELSS and sectoral funds.
Top 5 Large Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Bluechip Fund Growth ₹35.43 ₹18,283 12.9 33.2 11.7 12.8 13.3 18.6 Canara Robeco Bluechip Equity Fund Growth ₹31.01
↑ 0.03 ₹922 11 34.6 15.3 11.6 12.8 15.7 BNP Paribas Large Cap Fund Growth ₹105.58
↓ -0.22 ₹900 10.5 31.4 8.7 7.8 9.8 17.2 Kotak Bluechip Fund Growth ₹274.28
↑ 0.73 ₹1,740 11.7 38.6 9.7 7.5 9.9 14.2 L&T India Large Cap Fund Growth ₹30.436
↑ 0.04 ₹549 10.4 33.5 5.6 5.9 8.9 13.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Mid Cap Fund Growth ₹47.67
↑ 0.88 ₹6,949 12.6 37.1 21.2 13 13.7 11.3 DSP BlackRock Midcap Fund Growth ₹69.031
↑ 1.45 ₹8,407 11.5 41 22.5 7.3 13.2 9.2 Kotak Emerging Equity Scheme Growth ₹47.172
↑ 1.10 ₹7,668 13.9 48.1 18.3 5.3 12.3 8.9 Invesco India Mid Cap Fund Growth ₹59.3
↑ 0.96 ₹1,009 10.7 39.6 20.8 6.8 11.6 3.8 L&T Midcap Fund Growth ₹151.69
↑ 3.70 ₹5,776 10.4 40.3 15.3 1.3 11.1 -0.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Small Cap Fund Growth ₹66.9168
↑ 1.53 ₹5,424 12.2 56.2 25 4.8 15.5 6.1 Kotak Small Cap Fund Growth ₹92.369
↑ 2.40 ₹1,855 16.7 66.7 28.7 5 11.6 5 Nippon India Small Cap Fund Growth ₹46.6905
↑ 1.16 ₹9,392 9.3 56.9 22.2 1.6 11.4 -2.5 L&T Emerging Businesses Fund Growth ₹24.836
↑ 0.63 ₹5,271 12.3 55.1 10 -3.1 10 -8.1 HDFC Small Cap Fund Growth ₹42.616
↑ 0.73 ₹8,500 8.7 56 11 -0.8 9.7 -9.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Parag Parikh Long Term Equity Fund Growth ₹33.8345
↑ 0.18 ₹5,008 6.6 36.7 27.5 13.9 14.2 14.4 UTI Equity Fund Growth ₹183.738
↑ 1.68 ₹11,917 16.9 48.6 22.7 13.1 12.9 11.7 Canara Robeco Equity Diversified Growth ₹162.88
↑ 0.70 ₹2,461 10.9 35.5 16.1 10.1 11.8 12.3 PGIM India Diversified Equity Fund Growth ₹17.55
↑ 0.15 ₹316 13.3 46.9 27.5 9.5 11.6 10 DSP BlackRock Equity Fund Growth ₹47.59
↑ 0.34 ₹3,819 12.5 38.2 12.4 7.7 11.8 17 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Canara Robeco Equity Tax Saver Growth ₹80.44
↑ 0.66 ₹1,216 11.9 37.7 18.8 11.3 12.1 10.7 Axis Long Term Equity Fund Growth ₹55.3316
↑ 0.40 ₹22,632 16 39 13.7 11.1 12.9 14.8 Mirae Asset Tax Saver Fund Growth ₹21.737
↑ 0.09 ₹4,463 13 47 14.9 9.4 14.1 BOI AXA Tax Advantage Fund Growth ₹68.34
↑ 0.91 ₹319 12.7 43.3 25.2 7.7 12.9 14.6 Invesco India Tax Plan Growth ₹59.33
↑ 0.37 ₹1,154 10.6 36.1 11.5 7 11.1 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) ICICI Prudential Technology Fund Growth ₹87.82
↑ 0.68 ₹832 19.4 70.6 55.9 25 16.4 2.3 TATA Digital India Fund Growth ₹20.553
↓ -0.01 ₹627 17.7 53.8 40.5 24.3 7.5 Aditya Birla Sun Life Digital India Fund Growth ₹77.85
↑ 0.03 ₹684 15.1 57.8 45.1 23.6 16.6 9.6 Franklin India Technology Fund Growth ₹237.701
↑ 0.64 ₹388 15.3 50.7 48.2 22.6 16.3 12.4 SBI Technology Opportunities Fund Growth ₹88.8416
↓ -0.31 ₹326 16.4 40.7 36.4 22.2 14.2 12.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) UTI Value Opportunities Fund Growth ₹71.7599
↑ 0.32 ₹4,427 12.2 38.7 12.9 7.3 9.5 10.4 ICICI Prudential Value Discovery Fund Growth ₹162.08
↓ -0.09 ₹15,422 7.3 30.9 13.7 3.9 7 0.6 JM Value Fund Growth ₹35.7898
↑ 0.22 ₹108 13.8 40 6.5 2.8 11.5 11.9 Nippon India Value Fund Growth ₹81.4297
↑ 0.54 ₹2,867 10.6 43.3 9 2.8 8.5 5.7 Tata Equity PE Fund Growth ₹146.963
↑ 1.00 ₹4,427 10.2 34.3 6.2 2 11.2 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) IIFL Focused Equity Fund Growth ₹21.1349
↑ 0.24 ₹1,014 14 43.9 19.3 11.3 14.6 27.3 Axis Focused 25 Fund Growth ₹34.49
↑ 0.18 ₹11,895 14.9 41.9 12.8 10.7 14.8 14.7 SBI Focused Equity Fund Growth ₹166.59
↑ 0.73 ₹10,620 9.3 33.8 9 8.6 12.6 16.1 Motilal Oswal Focused 25 Fund Growth ₹26.798
↓ 0.00 ₹1,340 13.8 35.8 12.9 8.4 11.3 17.1 Principal Focused Multicap Fund Growth ₹76.85
↑ 0.21 ₹586 11.6 34.1 12.5 7.8 11 11.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Best Debt Funds 2020 - 2021
Below are the top ranked funds from difference categories like. Liquid, Ultra Short, Short Term, GILT, Credit Risk and Corporate Debt from Debt.
Top 5 Ultra Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹29.0516
↑ 0.01 ₹10,066 1.9 4.5 4.3 7.4 9.6 0% 9M 7D Aditya Birla Sun Life Savings Fund Growth ₹417.837
↑ 0.07 ₹16,215 1.5 3.5 7.2 7.7 8.5 4.08% 5M 23D 6M 14D ICICI Prudential Ultra Short Term Fund Growth ₹21.2873
↑ 0.00 ₹8,266 1.5 3.5 6.8 7.5 8.4 4.85% 5M 1D 5M 23D SBI Magnum Ultra Short Duration Fund Growth ₹4,628.26
↑ 0.44 ₹14,207 1.1 2.5 6.1 7.4 8 3.67% 4M 20D 4M 28D Kotak Savings Fund Growth ₹33.3919
↑ 0.00 ₹13,539 1.1 2.6 6 7.1 7.8 3.7% 5M 8D 5M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Short Term Debt Fund Growth ₹24.4255
↓ 0.00 ₹15,462 2.9 5.7 10.9 9.1 9.7 0% 3Y 7M 20D Axis Short Term Fund Growth ₹23.7606
↓ -0.01 ₹12,288 2.5 5 10.1 8.6 9.8 4.76% 2Y 4M 24D 3Y IDFC Bond Fund Short Term Plan Growth ₹44.4832
↑ 0.00 ₹13,210 2.2 4.6 9.6 8.5 9.7 4.46% 1Y 8M 8D 1Y 11M 1D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹36.3244
↓ -0.01 ₹8,135 3.7 7.2 10.4 8.5 8.5 5.33% 2Y 6M 22D 3Y 2M 23D ICICI Prudential Short Term Fund Growth ₹45.5079
↓ -0.01 ₹20,927 2.9 5.5 10.6 8.5 9.7 5.36% 2Y 9M 4D 4Y 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Liquid Fund Growth ₹4,946.87
↑ 0.36 ₹26,077 0.3 0.8 1.7 4.5 6.7 3.24% 1M 3D 1M 5D Aditya Birla Sun Life Liquid Fund Growth ₹325.96
↑ 0.02 ₹34,021 0.3 0.8 1.7 4.5 6.7 3.37% 1M 2D 1M 2D Axis Liquid Fund Growth ₹2,249.45
↑ 0.16 ₹26,509 0.3 0.8 1.7 4.5 6.6 3.23% 1M 6D 1M 7D UTI Liquid Cash Plan Growth ₹3,318.84
↑ 0.48 ₹26,218 0.3 0.8 1.7 4.4 6.6 3.24% 1M 6D 1M 7D ICICI Prudential Liquid Fund Growth ₹299.976
↑ 0.02 ₹40,247 0.3 0.8 1.7 4.5 6.6 3.3% 1M 2D 1M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDFC Banking & PSU Debt Fund Growth ₹19.1353
↑ 0.00 ₹19,780 2.6 5 10.8 9.7 11.2 4.68% 2Y 1M 6D 2Y 4M 20D Kotak Banking and PSU Debt fund Growth ₹50.2129
↑ 0.01 ₹10,286 3 5.1 10.4 9.2 10.8 5.5% 3Y 25D 4Y 1M 2D SBI Banking and PSU Fund Growth ₹2,454.48
↓ -0.59 ₹8,893 3.2 4.9 10.3 9.2 9.7 5.44% 3Y 2M 8D 3Y 10M 24D Nippon India Banking & PSU Debt Fund Growth ₹16.0466
↓ 0.00 ₹7,396 2.9 4.9 10.7 9.1 10.5 5.02% 3Y 11D 3Y 11M 23D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹282.634
↑ 0.01 ₹14,577 3.1 5.3 10.8 9 9.9 5.19% 2Y 10M 10D 3Y 8M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Regular Savings Fund Growth ₹23.2341
↓ 0.00 ₹6,513 3.3 6.1 9.8 8.5 9.5 8.51% 2Y 3M 14D 3Y 7D HDFC Credit Risk Debt Fund Growth ₹17.8751
↑ 0.01 ₹6,336 4.3 7.9 10.4 8 8.6 0% 2Y 10M 8D SBI Credit Risk Fund Growth ₹33.9135
↓ 0.00 ₹3,714 3.5 6.4 9 7.3 6.5 7.55% 2Y 5M 16D 3Y 1M 24D Kotak Credit Risk Fund Growth ₹22.9992
↑ 0.00 ₹1,861 2.2 5.5 6.2 7.1 9 7.17% 1Y 9M 2Y 5M 5D IDFC Credit Risk Fund Growth ₹12.911
↑ 0.01 ₹800 3 4.9 7.4 6.9 9.1 7.24% 2Y 9M 7D 3Y 6M 22D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity L&T Triple Ace Bond Fund Growth ₹56.987
↓ 0.00 ₹5,624 3.5 4.6 12.4 10 12.6 6.3% 5Y 7M 24D 7Y 9M 11D Aditya Birla Sun Life Corporate Bond Fund Growth ₹85.3455
↓ -0.02 ₹23,395 3.1 5.9 11.8 9.4 9.6 5.21% 2Y 8M 19D 3Y 5M 16D HDFC Corporate Bond Fund Growth ₹24.8037
↓ 0.00 ₹23,494 3.2 5.6 11.5 9.3 10.3 0% 4Y 9M 18D Kotak Corporate Bond Fund Standard Growth ₹2,886.56
↑ 0.41 ₹7,286 2.6 5.2 9.6 8.9 9.6 5.08% 2Y 22D 2Y 6M 22D ICICI Prudential Corporate Bond Fund Growth ₹22.484
↓ -0.01 ₹18,906 2.7 5.2 10.5 8.8 9.9 4.91% 2Y 8M 19D 4Y 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2019 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDFC Government Securities Fund - Investment Plan Growth ₹27.7643
↓ -0.04 ₹2,105 3.9 4 13.8 10.9 13.3 6.15% 7Y 7M 2D 10Y 9M 18D DSP BlackRock Government Securities Fund Growth ₹73.6495
↓ -0.14 ₹561 4.1 3.3 12.9 10.3 12.5 6.08% 8Y 8M 19D 16Y 2M 12D Nippon India Gilt Securities Fund Growth ₹30.24
↓ -0.05 ₹1,931 3.2 2.9 11.1 10 12.4 5.75% 6Y 11M 16D 10Y 7M 6D ICICI Prudential Gilt Fund Growth ₹77.5051
↓ -0.15 ₹4,782 3.6 2.9 13.2 9.5 10.8 5.98% 7Y 9M 11D 13Y 2M 23D Axis Gilt Fund Growth ₹19.7864
↓ -0.01 ₹153 4 3.7 12.8 9.5 12 4.8% 5Y 1M 6D 10Y 2M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Best Hybrid Funds 2020 - 2021
Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.
Top 5 Balanced Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Triple Advantage Fund Growth ₹24.0745
↑ 0.03 ₹494 9.7 30.4 13.5 10 10.2 15.3 Canara Robeco Equity Debt Allocation Fund Growth ₹191.77
↑ 0.53 ₹3,564 9 26.7 15.1 9.5 10.8 11.7 Edelweiss Balanced Advantage Fund Growth ₹28.73
↑ 0.05 ₹1,692 7.3 24.1 16.4 9 9.4 7.8 BNP Paribas Substantial Equity Hybrid Fund Growth ₹14.0733
↑ 0.01 ₹446 6.8 23 9.1 8.8 16.3 Canara Robeco Income Saver Fund Growth ₹67.4366
↑ 0.14 ₹295 4.3 12 12.4 8.5 8.1 10.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Canara Robeco Equity Debt Allocation Fund Growth ₹191.77
↑ 0.53 ₹3,564 9 26.7 15.1 9.5 10.8 11.7 BNP Paribas Substantial Equity Hybrid Fund Growth ₹14.0733
↑ 0.01 ₹446 6.8 23 9.1 8.8 16.3 Mirae Asset Hybrid Equity Fund Growth ₹16.904
↓ -0.01 ₹3,824 8.2 28.3 8.6 7.3 11.4 11.9 DSP BlackRock Equity and Bond Fund Growth ₹182.18
↑ 0.84 ₹5,587 9.9 29.7 12.3 7.3 10.8 14.2 SBI Equity Hybrid Fund Growth ₹155.813
↑ 0.13 ₹31,773 8.5 26.6 7.3 7.3 10.1 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Triple Advantage Fund Growth ₹24.0745
↑ 0.03 ₹494 9.7 30.4 13.5 10 10.2 15.3 Canara Robeco Equity Debt Allocation Fund Growth ₹191.77
↑ 0.53 ₹3,564 9 26.7 15.1 9.5 10.8 11.7 Edelweiss Balanced Advantage Fund Growth ₹28.73
↑ 0.05 ₹1,692 7.3 24.1 16.4 9 9.4 7.8 BNP Paribas Substantial Equity Hybrid Fund Growth ₹14.0733
↑ 0.01 ₹446 6.8 23 9.1 8.8 16.3 Canara Robeco Income Saver Fund Growth ₹67.4366
↑ 0.14 ₹295 4.3 12 12.4 8.5 8.1 10.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Nippon India Arbitrage Fund Growth ₹20.5773
↓ -0.01 ₹7,950 0.8 1.3 4.2 5.8 5.9 6.2 Edelweiss Arbitrage Fund Growth ₹14.9377
↑ 0.00 ₹3,311 0.8 1.2 4.4 5.7 5.9 6.2 L&T Arbitrage Opportunities Fund Growth ₹14.788
↑ 0.00 ₹2,065 0.9 1.5 4.7 5.7 5.8 6 Kotak Equity Arbitrage Fund Growth ₹28.6768
↓ 0.00 ₹15,289 0.9 1.4 4.2 5.6 5.9 6.1 BNP Paribas Arbitrage Fund Growth ₹12.509
↑ 0.00 ₹595 0.9 1.4 4.5 5.6 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Edelweiss Balanced Advantage Fund Growth ₹28.73
↑ 0.05 ₹1,692 7.3 24.1 16.4 9 9.4 7.8 DSP BlackRock Dynamic Asset Allocation Fund Growth ₹17.813
↑ 0.02 ₹1,747 5.9 20.3 10.7 7.7 8.5 8.8 ICICI Prudential Balanced Advantage Fund Growth ₹40.98
↑ 0.05 ₹26,123 6.4 25.1 8.3 7.4 9.3 10.8 L&T Dynamic Equity Fund Growth ₹27.76
↓ -0.03 ₹851 2.6 16.6 10.5 7.2 6.8 8.2 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹61.96
↑ 0.21 ₹2,349 8.9 28.6 12 7 10.8 8.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Triple Advantage Fund Growth ₹24.0745
↑ 0.03 ₹494 9.7 30.4 13.5 10 10.2 15.3 SBI Multi Asset Allocation Fund Growth ₹31.5783
↑ 0.01 ₹268 2.8 13.7 10 7.3 8.2 10.6 HDFC Multi-Asset Fund Growth ₹37.593
↑ 0.01 ₹346 4.4 28.1 14 6.7 8 9.3 UTI Multi Asset Fund Growth ₹37.9245
↓ -0.03 ₹666 4.2 22.6 8.9 4.3 7 3.9 ICICI Prudential Multi-Asset Fund Growth ₹280.705
↓ -0.20 ₹9,987 2.2 18.9 2.6 2.5 9 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Equity Saver Fund Growth ₹14.48
↑ 0.02 ₹682 7.5 18.5 7.6 7.4 7.8 8.3 Kotak Equity Savings Fund Growth ₹16.0935
↓ -0.01 ₹1,344 4.9 14.9 8.1 7 8.1 7.8 SBI Equity Savings Fund Growth ₹14.7359
↑ 0.01 ₹1,314 6.3 19.3 8.5 5.9 7.6 9.4 ICICI Prudential Equity Savings Fund Growth ₹14.99
↑ 0.04 ₹1,069 2.8 13.3 3.1 5.4 7.6 10.4 Aditya Birla Sun Life Equity Savings Fund Growth ₹15.11
↑ 0.07 ₹483 6.3 18.3 7.9 4.8 7.7 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Tata Retirement Savings Fund - Progressive Growth ₹33.4666
↑ 0.16 ₹829 8.1 30.7 7.6 5 12 11.5 Tata Retirement Savings Fund-Moderate Growth ₹34.3322
↑ 0.14 ₹1,189 7.5 26.9 9 5.2 11.1 8.6 Tata Retirement Savings Fund - Conservative Growth ₹22.8005
↑ 0.03 ₹152 4.3 10.8 9.4 6.2 8.7 7.6 ICICI Prudential Child Care Plan (Gift) Growth ₹147.65
↓ -0.29 ₹630 6.4 23.5 2.6 4 7.6 8.5 HDFC Retirement Savings Fund - Equity Plan Growth ₹19.137
↑ 0.21 ₹1,014 9.6 40.6 11.8 4 5.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Top 5 Gold Funds 2020 - 2021
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Axis Gold Fund Growth ₹15.0854
↓ -0.06 ₹200 -4.8 4.9 28 17.9 12.5 23.1 Kotak Gold Fund Growth ₹20.1389
↓ -0.09 ₹770 -5.5 4.6 27.8 17.5 12.8 24.1 SBI Gold Fund Growth ₹15.1852
↓ -0.05 ₹856 -4.9 4.5 27.6 17 12.7 22.8 ICICI Prudential Regular Gold Savings Fund Growth ₹16.2048
↓ -0.02 ₹408 -4.2 4.7 28.5 16.9 12.7 22.7 HDFC Gold Fund Growth ₹15.5868
↓ -0.07 ₹992 -5.3 4.6 28.5 16.9 12.7 21.7 Nippon India Gold Savings Fund Growth ₹20.1216
↓ -0.05 ₹1,311 -5 5.2 28.3 16.8 12.6 22.5 Invesco India Gold Fund Growth ₹14.8643
↑ 0.08 ₹47 -4.6 5.7 27.5 16.7 14.2 21.4 Aditya Birla Sun Life Gold Fund Growth ₹15.203
↑ 0.02 ₹208 -5 4.8 27.4 16.5 13.8 21.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
Best Mutual Funds Based on 1 Month Performance
The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities
and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity
requirements from time to time. DSP BlackRock World Energy Fund is a Equity - Global fund was launched on 14 Aug 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Energy Fund Returns up to 1 year are on (Erstwhile UTI Banking Sector Fund) Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities. UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a Below is the key information for UTI Banking and Financial Services Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of
companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or
partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no
assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends. Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a Below is the key information for Nippon India Banking Fund Returns up to 1 year are on Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Banking And Financial Services Fund
CAGR/Annualized return of 17% since its launch. Ranked 3 in Sectoral category. Return for 2019 was 14.9% , 2018 was -2.4% and 2017 was 47.6% . Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (27 Nov 20) ₹29.81 ↑ 0.14 (0.47 %) Net Assets (Cr) ₹1,563 on 31 Oct 20 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.35 Sharpe Ratio -0.33 Information Ratio -1.12 Alpha Ratio -4.51 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 Oct 15 ₹10,000 31 Oct 16 ₹13,655 31 Oct 17 ₹17,022 31 Oct 18 ₹15,329 31 Oct 19 ₹18,308 31 Oct 20 ₹14,597 Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 20 Duration Returns 1 Month 22.3% 3 Month 23.8% 6 Month 63.7% 1 Year -3.7% 3 Year 2.1% 5 Year 12.7% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2019 14.9% 2018 -2.4% 2017 47.6% 2016 15.7% 2015 -0.5% 2014 65.8% 2013 2012 2011 2010 Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 5.19 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Financial Services 96.22% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK14% ₹219 Cr 5,578,748 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK11% ₹177 Cr 1,145,580 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK11% ₹169 Cr 1,425,250
↓ -4,360 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000348% ₹121 Cr 365,719 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322157% ₹110 Cr 2,231,655
↓ -536,766 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 5407166% ₹97 Cr 785,345
↓ -32,016 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 5329784% ₹70 Cr 124,879 Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 5411534% ₹69 Cr 2,393,013 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5407774% ₹69 Cr 1,166,210
↑ 279,725 Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5353223% ₹45 Cr 2,322,206
↑ 500,000 2. DSP BlackRock World Energy Fund
CAGR/Annualized return of 2.8% since its launch. Ranked 29 in Global category. Return for 2019 was 18.2% , 2018 was -11.3% and 2017 was -1.9% . DSP BlackRock World Energy Fund
Growth Launch Date 14 Aug 09 NAV (26 Nov 20) ₹13.6249 ↑ 0.02 (0.14 %) Net Assets (Cr) ₹35 on 31 Oct 20 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk High Expense Ratio 1.3 Sharpe Ratio -0.56 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 15 ₹10,000 31 Oct 16 ₹10,447 31 Oct 17 ₹10,685 31 Oct 18 ₹11,689 31 Oct 19 ₹10,754 31 Oct 20 ₹9,268 Returns for DSP BlackRock World Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 20 Duration Returns 1 Month 20.1% 3 Month 12.3% 6 Month 20.6% 1 Year 2.8% 3 Year 2.6% 5 Year 2.4% 10 Year 15 Year Since launch 2.8% Historical performance (Yearly) on absolute basis
Year Returns 2019 18.2% 2018 -11.3% 2017 -1.9% 2016 22.5% 2015 -20.9% 2014 -5.5% 2013 31.2% 2012 -4.8% 2011 2.3% 2010 6.4% Fund Manager information for DSP BlackRock World Energy Fund
Name Since Tenure Jay Kothari 1 Mar 13 7.68 Yr. Data below for DSP BlackRock World Energy Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Energy 42.8% Technology 17.85% Industrials 12.92% Utility 12.24% Basic Materials 4.72% Asset Allocation
Asset Class Value Cash 9.42% Equity 90.54% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF Sustainable Energy I2
Investment Fund | -49% ₹17 Cr 156,673
↑ 12,870 BGF World Energy I2
Investment Fund | -43% ₹15 Cr 212,265
↑ 18,147 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -6% ₹2 Cr Net Receivables/Payables
Net Current Assets | -1% ₹0 Cr 3. UTI Banking and Financial Services Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 20 in Sectoral category. Return for 2019 was 11.6% , 2018 was -6.8% and 2017 was 43.5% . UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (27 Nov 20) ₹91.6828 ↑ 0.29 (0.31 %) Net Assets (Cr) ₹518 on 31 Oct 20 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.67 Sharpe Ratio -0.37 Information Ratio -1.8 Alpha Ratio -6.59 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 Oct 15 ₹10,000 31 Oct 16 ₹12,374 31 Oct 17 ₹15,461 31 Oct 18 ₹13,745 31 Oct 19 ₹15,343 31 Oct 20 ₹11,868 Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 20 Duration Returns 1 Month 19.2% 3 Month 21.5% 6 Month 56.4% 1 Year -10.6% 3 Year -2.5% 5 Year 7.9% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2019 11.6% 2018 -6.8% 2017 43.5% 2016 13% 2015 -11.3% 2014 64% 2013 -13.5% 2012 58.7% 2011 -32.6% 2010 36.5% Fund Manager information for UTI Banking and Financial Services Fund
Name Since Tenure Amit Premchandani 2 Jun 14 6.42 Yr. Data below for UTI Banking and Financial Services Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Financial Services 97.86% Asset Allocation
Asset Class Value Cash 1.07% Equity 98.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK23% ₹120 Cr 1,015,000
↓ -10,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK14% ₹74 Cr 1,890,000
↓ -60,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 53221510% ₹51 Cr 1,040,000
↓ -20,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC9% ₹46 Cr 240,000
↓ -10,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN7% ₹39 Cr 2,050,000
↑ 50,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK7% ₹36 Cr 230,000
↓ -10,000 ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5401333% ₹17 Cr 410,000
↑ 10,000 RBL Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | RBLBANK3% ₹14 Cr 820,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 20 | CHOLAFIN2% ₹12 Cr 450,000
↓ -25,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | INDUSINDBK2% ₹12 Cr 200,000
↓ -15,000 4. Nippon India Banking Fund
CAGR/Annualized return of 20.2% since its launch. Ranked 15 in Sectoral category. Return for 2019 was 10.7% , 2018 was -1.2% and 2017 was 44.1% . Nippon India Banking Fund
Growth Launch Date 26 May 03 NAV (27 Nov 20) ₹249.133 ↑ 1.88 (0.76 %) Net Assets (Cr) ₹2,120 on 31 Oct 20 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.2 Sharpe Ratio -0.37 Information Ratio -0.75 Alpha Ratio -1.43 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 Oct 15 ₹10,000 31 Oct 16 ₹11,783 31 Oct 17 ₹15,273 31 Oct 18 ₹14,317 31 Oct 19 ₹15,819 31 Oct 20 ₹11,964 Returns for Nippon India Banking Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 20 Duration Returns 1 Month 18.7% 3 Month 18.2% 6 Month 58.5% 1 Year -14.9% 3 Year -2.1% 5 Year 7.8% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2019 10.7% 2018 -1.2% 2017 44.1% 2016 11.5% 2015 -6% 2014 64.9% 2013 -10.4% 2012 60.5% 2011 -32% 2010 46.1% Fund Manager information for Nippon India Banking Fund
Name Since Tenure Vinay Sharma 9 Apr 18 2.57 Yr. Kinjal Desai 25 May 18 2.44 Yr. Data below for Nippon India Banking Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Financial Services 95.37% Asset Allocation
Asset Class Value Cash 4.63% Equity 95.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK15% ₹314 Cr 2,649,332
↓ -200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK15% ₹312 Cr 7,953,830
↓ -600,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN9% ₹180 Cr 9,530,830
↓ -500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5322157% ₹146 Cr 2,955,216
↓ -100,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 19 | KOTAKBANK6% ₹118 Cr 759,524
↑ 200,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5329784% ₹94 Cr 168,700
↑ 55,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK4% ₹87 Cr 17,166,730 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 15 | 5333984% ₹79 Cr 643,321 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5002713% ₹57 Cr 964,722
↓ -200,000 Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 5321343% ₹56 Cr 13,362,608 5. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 23 in Sectoral category. Return for 2019 was 26.4% , 2018 was -3.7% and 2017 was 33.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (27 Nov 20) ₹47.3398 ↑ 0.39 (0.82 %) Net Assets (Cr) ₹225 on 31 Oct 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.76 Sharpe Ratio -0.26 Information Ratio -1.43 Alpha Ratio -1.09 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 15 ₹10,000 31 Oct 16 ₹11,877 31 Oct 17 ₹14,368 31 Oct 18 ₹13,032 31 Oct 19 ₹16,559 31 Oct 20 ₹14,204 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 20 Duration Returns 1 Month 18.5% 3 Month 22.9% 6 Month 53.8% 1 Year -0.5% 3 Year 5.6% 5 Year 11.8% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% 2014 58% 2013 -12.4% 2012 47.1% 2011 -32.9% 2010 35.5% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Ratish Varier 23 Jul 20 0.28 Yr. Rahul Baijal 1 Apr 19 1.59 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Financial Services 98.16% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK24% ₹55 Cr 464,912 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC16% ₹36 Cr 185,907 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK14% ₹31 Cr 787,588 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322158% ₹17 Cr 347,482 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK6% ₹15 Cr 94,180 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN4% ₹9 Cr 715,122 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN4% ₹9 Cr 316,141 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN3% ₹6 Cr 307,327 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329782% ₹6 Cr 9,946 LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | LICHSGFIN2% ₹5 Cr 176,148
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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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Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
very helpful
Want to know about MF
Great Article wide coverage on the topic with good presentation.