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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2019 - 2020
- Best Debt Funds 2019 - 2020
- Best Hybrid Funds 2019 - 2020
- Top 5 Gold Funds 2019 - 2020
- 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 2019
Mutual Fund schemes 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 a mutual fund scheme, namely CRISIL, Morning Star, ICRA. These systems evaluate a mutual fund in terms of returns, Standard Deviation, etc. Some rating systems also consider the qualitative and quantitative factors of the Mutual Funds.
The summation of all these factors leads to the rating of the best performing mutual funds in India. 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 Top Mutual Funds 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. Mutual funds help in fulfilling short-term, mid-term and long-term investment goals. It holds funds for most kind of investors, i.e., from low-risk to high-risk investors.
Moreover, to achieve goals, investors can begin their investments in just INR 500 via a SIP. Let's look at some more benefits on why one 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 (when the market is high). But, when you invest in a fund, you should know the exit load chargers. In mutual funds, the transaction happens only once a day after the fund house releases that day’s NAV i.e., Net Asset Value.
2. Diversification
Mutual fund invests its fund money into various financial instruments such as equity shares and fixed income instruments. As a consequence, individuals can enjoy the benefits of diversification by investing in just one mutual fund scheme. On the contrary, if individuals choose to invest in shares and fixed income on their own then they need to research about each of these companies before investing and monitor their investments constantly.
3. Well-Regulated
Mutual fund industry in India is well-regulated with SEBI being the regulatory authority. SEBI 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 Mutual Fund 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, timely reviewing the investments, and changing the Asset Allocation timely as per the market requirements.
Best Equity Mutual Funds 2019 - 2020
Below are the top ranked funds from difference categories like. Large Cap, mid-cap, small cap, Multi Cap, ELSS and Sectoral from Equity.
Top 5 Large Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Reliance Large Cap Fund Growth ₹34.1485
↑ 0.25 ₹12,768 7.7 3.9 6.9 15.3 14.3 -0.2 ICICI Prudential Bluechip Fund Growth ₹41.34
↑ 0.36 ₹21,579 6.8 2.9 3.4 13.4 12.1 -0.8 Indiabulls Blue Chip Fund Growth ₹20.83
↑ 0.35 ₹279 6.9 5.7 2.6 12.4 11.1 -1.4 Essel Large Cap Equity Fund Growth ₹22.5712
↑ 0.32 ₹124 6.4 5.5 1 10.4 10.9 -6 Aditya Birla Sun Life Frontline Equity Fund Growth ₹218.74
↑ 2.58 ₹22,175 5.8 3.2 1 10.9 11.6 -2.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) L&T Midcap Fund Growth ₹126.26
↑ 0.87 ₹4,390 5,000 3.7 -3.5 -12.3 12.9 18.6 -12 Kotak Emerging Equity Scheme Growth ₹36.792
↑ 0.21 ₹4,091 5,000 5.9 2 -8.4 10.7 19.1 -11.7 Sundaram Mid Cap Fund Growth ₹447.355
↑ 3.54 ₹6,163 5,000 6.1 0.2 -13.9 8.6 16 -15.4 BNP Paribas Mid Cap Fund Growth ₹30.321
↑ 0.24 ₹751 5,000 5.2 -0.5 -9.2 6.7 14 -17.5 Motilal Oswal Midcap 30 Fund Growth ₹24.4833
↑ 0.52 ₹1,390 5,000 7.9 4.9 -5.1 6.6 16.4 -12.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) L&T Emerging Businesses Fund Growth ₹23.094
↑ 0.10 ₹6,167 5,000 2 -5.1 -17.2 15.5 17.8 -13.7 Aditya Birla Sun Life Small Cap Fund Growth ₹32.798
↑ 0.15 ₹2,447 1,000 7.7 -2.6 -21.5 7.9 15.1 -22.6 Reliance Small Cap Fund Growth ₹38.3896
↑ 0.19 ₹8,063 5,000 7.1 -3.4 -14.6 13.9 20.8 -16.7 Franklin India Smaller Companies Fund Growth ₹51.6257
↑ 0.21 ₹7,536 5,000 5.3 -0.3 -14.8 8 16.8 -17.4 HDFC Small Cap Fund Growth ₹41.27
↑ 0.23 ₹7,544 5,000 3.8 -1.6 -10.6 15.8 16.3 -8.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Motilal Oswal Multicap 35 Fund Growth ₹25.4834
↑ 0.39 ₹13,520 5,000 6.6 4.2 -4.8 13.1 19.6 -7.8 Kotak Standard Multicap Fund Growth ₹34.728
↑ 0.48 ₹23,881 5,000 8.2 6.8 5.5 14.9 16.1 -0.9 Principal Multi Cap Growth Fund Growth ₹137.33
↑ 1.50 ₹875 5,000 4.8 0.4 -4.5 14.1 13.3 -8.7 IDFC Focused Equity Fund Growth ₹35.26
↑ 0.38 ₹1,621 5,000 4.9 -0.6 -11.4 11.8 8.9 -12.7 SBI Magnum Multicap Fund Growth ₹47.5665
↑ 0.46 ₹7,095 1,000 7.6 6.4 0.2 12.3 16.1 -5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Tata India Tax Savings Fund Growth ₹17.7419
↑ 0.21 ₹1,770 6.9 6.9 1.1 13.3 -8.4 IDFC Tax Advantage (ELSS) Fund Growth ₹54.25
↑ 0.30 ₹1,992 8.1 1.6 -7.9 12.4 14.7 -9.4 DSP BlackRock Tax Saver Fund Growth ₹46.597
↑ 0.42 ₹5,413 8.1 5.6 0.9 13 14.7 -7.6 Aditya Birla Sun Life Tax Relief '96 Growth ₹30.32
↑ 0.34 ₹8,599 2.5 1.1 -4.4 11.7 16.1 -4.5 Principal Tax Savings Fund Growth ₹200.82
↑ 2.22 ₹408 5.1 0.3 -5.1 13.8 13.1 -9.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹64.4
↑ 0.93 ₹3,036 13.7 10.6 7.9 21.7 18.2 -0.4 Franklin Build India Fund Growth ₹41.1236
↑ 0.31 ₹1,256 11.6 5.8 4.5 13.3 18.3 -10.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹28.52
↑ 0.50 ₹1,759 11.1 9.4 1.1 17.5 17.1 -2.4 Sundaram Rural and Consumption Fund Growth ₹39.875
↑ 0.60 ₹2,464 4.4 1 -6.4 11.4 15.9 -7.8 DSP BlackRock Natural Resources and New Energy Fund Growth ₹31.368
↑ 0.40 ₹414 10 -1.1 -8.8 18.2 15.9 -15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) L&T India Value Fund Growth ₹34.61
↑ 0.33 ₹8,381 6 0.6 -6.4 12.2 17.2 -11.4 Tata Equity PE Fund Growth ₹129.749
↑ 1.88 ₹5,539 4.6 1.5 -7.5 15.3 15.9 -7.1 JM Value Fund Growth ₹30.8551
↑ 0.46 ₹136 6.3 4.4 -4.2 14.2 14.3 -11.2 HDFC Capital Builder Value Fund Growth ₹284.739
↑ 2.72 ₹4,624 4.8 1.8 -3.2 12.8 12.9 -5.5 Templeton India Value Fund Growth ₹242.573
↑ 1.09 ₹569 4.1 0.6 -8.7 10 11.3 -12.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Axis Focused 25 Fund Growth ₹27.06
↑ 0.42 ₹7,190 6.9 5.3 -0.6 15.2 15.1 0.6 Aditya Birla Sun Life Focused Equity Fund Growth ₹57.9156
↑ 0.64 ₹4,268 7.3 4.4 2 11.2 11.7 -4.1 Franklin India Focused Equity Fund Growth ₹40.0087
↑ 0.26 ₹8,208 9.9 5.9 5.7 12.6 16.6 -8.8 Sundaram Select Focus Fund Growth ₹176.558
↑ 2.40 ₹971 7.4 6.9 5 14.2 10.5 1.2 Principal Focused Multicap Fund Growth ₹62.59
↑ 1.21 ₹319 6.1 3.9 2.2 12 10.7 -1.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Best Debt Funds 2019 - 2020
Below are the top ranked funds from difference categories like. Liquid, Ultra Short, Short Term, GILT, Credit Risk and Corporate Debt from Debt.
Top 5 Ultra Short Term Debt Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹26.5564
↑ 0.01 ₹16,724 10,000 2.3 5.1 9.7 8.9 8.7 9.56% 5M 8D 6M 18D Aditya Birla Sun Life Savings Fund Growth ₹372.739
↑ 0.18 ₹13,667 1,000 2.1 4.5 8.6 7.9 7.6 8.39% 6M 14D 7M 10D BOI AXA Ultra Short Duration Fund Growth ₹2,282.66
↑ 1.02 ₹282 5,000 2 4 7.9 8.1 7.6 7.94% 5M 12D 6M Indiabulls Ultra Short Term Fund Growth ₹1,830.27
↑ 1.13 ₹506 500 2.1 4.2 7.9 7.6 7.1 0% UTI Ultra Short Term Fund Growth ₹3,053.9
↑ 1.10 ₹4,645 5,000 1.8 3.8 7.4 7.3 7 8.48% 6M 24D 8M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DHFL Pramerica Short Maturity Fund Growth ₹33.2357
↑ 0.03 ₹357 -0.2 2 5 6.5 5.5 12.31% 8M 12D 9M 29D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹31.0862
↑ 0.02 ₹3,553 2 4.2 8.2 7.4 6.5 9.15% 2Y 4D 2Y 7M 24D ICICI Prudential Short Term Fund Growth ₹38.8696
↑ 0.04 ₹7,578 2.2 4.5 8 7.4 5.8 8.41% 1Y 11M 26D 2Y 8M 8D Reliance Short Term Fund Growth ₹34.9243
↑ 0.03 ₹6,710 2 4.5 7.8 6.9 5.5 8.53% 1Y 11M 5D 2Y 3M 29D UTI Short Term Income Fund Growth ₹22.5073
↑ 0.02 ₹4,366 1.4 3.3 6.7 7 6 8.6% 2Y 6M 29D 3Y 3M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DHFL Pramerica Insta Cash Fund Growth ₹244.239
↑ 0.04 ₹948 5,000 0.6 1.8 3.7 7.6 7.4 7.01% 1M 24D 1M 24D JM Liquid Fund Growth ₹51.4337
↑ 0.01 ₹1,995 5,000 0.6 1.8 3.7 7.6 7.4 7.25% 1M 28D 1M 28D Indiabulls Liquid Fund Growth ₹1,831.47
↑ 0.36 ₹2,816 500 0.6 1.7 3.6 7.4 7.3 0% Principal Cash Management Fund Growth ₹1,669.85
↑ 0.60 ₹239 5,000 0.6 1.7 3.4 -1.9 -1.8 7.13% 1M 14D 1M 17D Baroda Pioneer Liquid Fund Growth ₹2,159.21
↑ 0.84 ₹3,659 5,000 0.6 1.8 3.7 7.6 7.5 7.4% 1M 28D 2M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Banking and PSU Debt Fund Growth ₹15.1172
↑ 0.01 ₹2,994 5,000 2.1 5 8.9 7.5 5.9 8.46% 2Y 1M 21D 2Y 8M 1D UTI Banking & PSU Debt Fund Growth ₹14.0866
↑ 0.01 ₹266 5,000 -4.5 -4.3 -0.8 4.8 6.8 8.42% 3Y 7M 2D 5Y 19D Kotak Banking and PSU Debt fund Growth ₹42.5041
↑ 0.06 ₹1,242 5,000 2.2 4.9 9.1 7.7 6.7 8.27% 2Y 10M 24D 3Y 11M 1D DSP BlackRock Banking and PSU Debt Fund Growth ₹15.8299
↑ 0.02 ₹1,537 1,000 2 4.7 8.6 7.3 6.3 7.73% 2Y 9M 11D 4Y 3M 25D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹239.377
↑ 0.22 ₹6,331 1,000 2.1 4.6 8.5 7.8 6.6 7.98% 2Y 4M 17D 3Y 2M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹14.6248
↑ 0.01 ₹1,645 1.8 4.2 7.7 7.1 5.9 9.74% 1Y 9M 18D 2Y 3M 18D DHFL Pramerica Credit Risk Fund Growth ₹14.3643
↑ 0.01 ₹833 0.4 2.2 5.1 6.6 5.1 10.22% 1Y 5M 8D 1Y 11M 8D HDFC Credit Risk Debt Fund Growth ₹15.3336
↑ 0.01 ₹16,194 1.9 4.1 7.4 7.3 5.4 9.65% 1Y 11M 19D 2Y 6M 12D Principal Credit Risk Fund Growth ₹2,917.56
↑ 1.51 ₹96 1.6 3.8 7.1 7.2 6.4 9.07% 1Y 29D 1Y 4M 13D SBI Credit Risk Fund Growth ₹29.6351
↑ 0.02 ₹7,441 0.6 3 6.6 7.1 6.2 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Corporate Bond Fund Growth ₹20.9322
↑ 0.02 ₹11,796 2.4 5.2 9.1 7.8 6.5 8.11% 2Y 8M 26D 3Y 9M 21D Aditya Birla Sun Life Corporate Bond Fund Growth ₹72.1846
↑ 0.04 ₹14,963 2.2 4.9 9 7.8 7 8.24% 1Y 8M 12D 2Y 2M 26D Kotak Corporate Bond Fund Standard Growth ₹2,492.22
↑ 1.63 ₹1,410 2.2 4.8 8.6 8 7.5 8.01% 11M 23D 1Y 1M 2D ICICI Prudential Corporate Bond Fund Growth ₹19.2224
↑ 0.02 ₹5,419 2.3 4.6 8.5 7.4 6.4 8.14% 1Y 11M 19D 2Y 9M 4D Reliance Prime Debt Fund Growth ₹39.4008
↑ 0.02 ₹2,432 1.9 4.4 8.1 7.5 6.9 9.48% 11M 12D 1Y 1M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 GILT Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2018 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Reliance Gilt Securities Fund Growth ₹25.0469
↓ -0.01 ₹975 5,000 2.9 6.3 11 8.8 8 7.77% 6Y 6M 18D 10Y 4M 2D Aditya Birla Sun Life Government Securities Fund Growth ₹52.388
↑ 0.01 ₹199 1,000 2.1 6 10.1 8.3 6.9 7.44% 4Y 9M 29D 7Y 2M 1D SBI Magnum Gilt Fund Growth ₹41.0741
↓ -0.02 ₹1,475 5,000 2.8 5.6 8.8 8 5.1 0% UTI Gilt Fund Growth ₹41.1835
↓ 0.00 ₹465 5,000 3 5.4 8.6 8.8 6.3 8.17% 6Y 4M 17D 9Y 5M 18D ICICI Prudential Gilt Fund Growth ₹63.9973
↑ 0.00 ₹1,016 5,000 2.2 4.4 8.5 7.9 6.8 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Best Hybrid Funds 2019 - 2020
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 (%) 2018 (%) ICICI Prudential MIP 25 Growth ₹42.6102
↑ 0.12 ₹1,622 2.9 4.9 7 9.8 10.8 5.1 Edelweiss Arbitrage Fund Growth ₹13.8543
↑ 0.01 ₹3,014 1.8 3.2 6.5 6.3 6.1 SBI Debt Hybrid Fund Growth ₹39.1489
↑ 0.20 ₹1,243 2.7 4.4 3.3 6.4 8.8 -0.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹38.6956
↑ 0.15 ₹2,331 2.7 2.8 0.9 7.9 10.3 -2.2 Principal Hybrid Equity Fund Growth ₹75.35
↑ 0.59 ₹1,739 2.9 1.3 -0.1 14.3 12.7 -1.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Principal Hybrid Equity Fund Growth ₹75.35
↑ 0.59 ₹1,739 5,000 2.9 1.3 -0.1 14.3 12.7 -1.5 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹733.96
↑ 6.55 ₹13,672 1,000 4.1 1.8 -2.4 8.7 11.7 -5 SBI Equity Hybrid Fund Growth ₹133.049
↑ 1.24 ₹29,672 1,000 6.7 6.4 5.5 11.4 13.9 -0.1 ICICI Prudential Equity and Debt Fund Growth ₹131.49
↑ 0.38 ₹26,564 5,000 7.6 2.7 4.2 12.6 13.3 -1.9 DSP BlackRock Equity and Bond Fund Growth ₹148.258
↑ 1.59 ₹6,424 1,000 6.9 5.8 0.8 10.6 13.3 -5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) ICICI Prudential MIP 25 Growth ₹42.6102
↑ 0.12 ₹1,622 5,000 2.9 4.9 7 9.8 10.8 5.1 Edelweiss Arbitrage Fund Growth ₹13.8543
↑ 0.01 ₹3,014 5,000 1.8 3.2 6.5 6.3 6.1 SBI Debt Hybrid Fund Growth ₹39.1489
↑ 0.20 ₹1,243 5,000 2.7 4.4 3.3 6.4 8.8 -0.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹38.6956
↑ 0.15 ₹2,331 1,000 2.7 2.8 0.9 7.9 10.3 -2.2 Principal Hybrid Equity Fund Growth ₹75.35
↑ 0.59 ₹1,739 5,000 2.9 1.3 -0.1 14.3 12.7 -1.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Edelweiss Arbitrage Fund Growth ₹13.8543
↑ 0.01 ₹3,014 5,000 1.8 3.2 6.5 6.3 6.1 Reliance Arbitrage Fund Growth ₹19.1339
↑ 0.01 ₹8,185 5,000 1.8 3.2 6.8 6.4 6.9 6.8 Kotak Equity Arbitrage Fund Growth ₹26.6624
↑ 0.02 ₹12,043 5,000 1.8 3.1 6.6 6.3 6.9 6.3 ICICI Prudential Equity Arbitrage Fund Growth ₹24.6454
↑ 0.02 ₹7,882 5,000 1.8 3 6.5 6.2 6.8 6.2 L&T Arbitrage Opportunities Fund Growth ₹13.682
↑ 0.01 ₹659 5,000 1.7 2.9 6.2 6.2 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91 ₹37,850 5,000 2.9 -1.2 3.1 16.6 15.5 Reliance Balanced Advantage Fund Growth ₹90.1536
↑ 0.40 ₹1,657 5,000 4.7 5.2 5.5 12.9 11.5 0.4 ICICI Prudential Balanced Advantage Fund Growth ₹35.22
↑ 0.18 ₹29,222 5,000 4.6 4.6 5.3 10.2 10.9 2.4 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹52.02
↑ 0.34 ₹2,905 1,000 4 2.3 3.4 10.4 10 0.7 Principal Balanced Advantage Fund Growth ₹20.65
↑ 0.07 ₹212 5,000 1.8 1.4 3.9 7.2 7.9 3.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 19
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) SBI Multi Asset Allocation Fund Growth ₹26.0331
↑ 0.07 ₹290 5,000 0.9 1.9 -0.2 5.5 8.4 0.4 HDFC Multi-Asset Fund Growth ₹31.304
↑ 0.14 ₹156 5,000 4.2 3.2 0.2 6.1 7.4 -1.9 Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06 ₹39 5,000 0.3 3.3 4.6 8.8 7.6 Axis Triple Advantage Fund Growth ₹19.0748
↑ 0.19 ₹282 5,000 4.8 5.3 2.5 6.7 7.4 1.9 ICICI Prudential Multi-Asset Fund Growth ₹260.359
↑ 0.20 ₹11,481 5,000 6.6 1.5 1.9 12.7 11.1 -2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) DHFL Pramerica Equity Savings Fund Growth ₹31.7068
↑ 0.21 ₹27 5,000 4 5.1 5.5 6.8 9 1.4 HDFC Equity Savings Fund Growth ₹36.405
↑ 0.11 ₹5,960 5,000 3.8 2.9 4.4 10.9 8.6 0.9 Principal Equity Savings Fund Growth ₹35.6398
↑ 0.18 ₹66 5,000 2.2 1.8 2.9 7 7 1.6 L&T Equity Savings Fund Growth ₹17.598
↑ 0.09 ₹193 5,000 3.5 2.7 1.2 6.5 7.7 -0.6 IDBI Equity Savings Fund Growth ₹16.2019
↑ 0.09 ₹20 5,000 2.1 1.8 1.1 3.6 5.5 1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) SBI Magnum Children's Benefit Plan Growth ₹55.0155
↑ 0.14 ₹64 5,000 1.6 0.3 0.7 11.1 12.6 0.1 Tata Retirement Savings Fund-Moderate Growth ₹29.4983
↑ 0.50 ₹1,061 5,000 5.1 4.3 -2 13 16.3 -3.6 Tata Retirement Savings Fund - Progressive Growth ₹28.3356
↑ 0.55 ₹610 5,000 5.8 4.5 -4.2 14.6 15.4 -6.1 Tata Retirement Savings Fund - Conservative Growth ₹19.7154
↑ 0.12 ₹130 5,000 2.9 3.9 3.3 8.4 9.7 0.8 ICICI Prudential Child Care Plan (Gift) Growth ₹137.78
↑ 0.62 ₹633 5,000 5.6 2.6 3.6 10.3 11.5 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Top 5 Gold Funds 2019 - 2020
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Invesco India Gold Fund Growth ₹10.0353
↑ 0.07 ₹12 -2.7 4.6 5.4 2.1 1 6.6 Aditya Birla Sun Life Gold Fund Growth ₹10.2925
↑ 0.04 ₹61 -2.7 2.7 3 1 1.2 6.8 Reliance Gold Savings Fund Growth ₹13.3345
↓ -0.05 ₹648 -4.2 2.5 1.9 0.4 0.4 6 SBI Gold Fund Growth ₹10.0679
↓ -0.10 ₹306 -3.8 3.2 1.9 0.8 0.1 6.4 Kotak Gold Fund Growth ₹13.2793
↓ -0.12 ₹134 -3.8 2.9 2.5 0.5 0.2 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19
Best Mutual Funds Based on 1 Month Performance
To provide returns that closely corresponds to returns provided by Invesco India Gold Exchange Traded Fund. Invesco India Gold Fund is a Gold - Gold fund was launched on 5 Dec 11. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Gold Fund Returns up to 1 year are on The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Reliance Japan Equity Fund is a Equity - Global fund was launched on 26 Aug 14. It is a fund with High risk and has given a Below is the key information for Reliance Japan Equity Fund Returns up to 1 year are on (Erstwhile HDFC Growth Fund and HDFC Prudence Fund) Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Balanced Advantage Fund Returns up to 1 year are on (Erstwhile HDFC Premier Multi-Cap Fund and HDFC Balanced Fund) To generate capital appreciation in the long term through equity
investments by investing in a diversified portfolio of Mid Cap & Large Cap ‘blue chip’ companies. HDFC Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 6 Apr 05. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Hybrid Equity Fund Returns up to 1 year are on (Erstwhile IDFC Government Securities Fund - Short Term Plan) IDFC – GSF -ST is an open ended dedicated gilt scheme with an objective to generate optimal returns with high liquidity by investing Government Securities.
However there is no assurance that the investment objective of the scheme will be realized. IDFC Government Securities Fund - Constant Maturity Plan is a Debt - 10 Yr Govt Bond fund was launched on 9 Mar 02. It is a fund with Moderate risk and has given a Below is the key information for IDFC Government Securities Fund - Constant Maturity Plan Returns up to 1 year are on 1. Invesco India Gold Fund
CAGR/Annualized return of 0% since its launch. Return for 2018 was 6.6% , 2017 was 1.3% and 2016 was 21.6% . Invesco India Gold Fund
Growth Launch Date 5 Dec 11 NAV (17 May 19) ₹10.0353 ↑ 0.07 (0.70 %) Net Assets (Cr) ₹12 on 31 Mar 19 Category Gold - Gold AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.48 Sharpe Ratio -0.11 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 14 ₹10,000 30 Apr 15 ₹8,917 30 Apr 16 ₹9,695 30 Apr 17 ₹9,522 30 Apr 18 ₹9,688 30 Apr 19 ₹9,843 Returns for Invesco India Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19 Duration Returns 1 Month 3.4% 3 Month -2.7% 6 Month 4.6% 1 Year 5.4% 3 Year 2.1% 5 Year 1% 10 Year 15 Year Since launch 0% Historical performance (Yearly) on absolute basis
Year Returns 2018 6.6% 2017 1.3% 2016 21.6% 2015 -15.1% 2014 -9% 2013 -7.6% 2012 11.3% 2011 2010 2009 Fund Manager information for Invesco India Gold Fund
Name Since Tenure Nitish Sikand 5 Dec 11 7.32 Yr. Data below for Invesco India Gold Fund as on 31 Mar 19
Asset Allocation
Asset Class Value Cash 1.92% Other 98.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco India Gold ETF
- | IVZINGOLD98% ₹12 Cr 42,000
↓ -1,000 Triparty Repo
CBLO/Reverse Repo | -2% ₹0 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr 2. Reliance Japan Equity Fund
CAGR/Annualized return of 5.5% since its launch. Ranked 9 in Global category. Return for 2018 was -3.7% , 2017 was 15.1% and 2016 was -3.5% . Reliance Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (17 May 19) ₹12.4927 ↑ 0.07 (0.57 %) Net Assets (Cr) ₹16 on 31 Mar 19 Category Equity - Global AMC Reliance Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.43 Sharpe Ratio -0.07 Information Ratio 0 Alpha Ratio 0 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 30 Apr 15 ₹11,300 30 Apr 16 ₹10,337 30 Apr 17 ₹10,680 30 Apr 18 ₹12,925 Returns for Reliance Japan Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19 Duration Returns 1 Month 2.8% 3 Month 3.3% 6 Month 2.4% 1 Year 0.6% 3 Year 7% 5 Year 10 Year 15 Year Since launch 5.5% Historical performance (Yearly) on absolute basis
Year Returns 2018 -3.7% 2017 15.1% 2016 -3.5% 2015 11.3% 2014 2013 2012 2011 2010 2009 Fund Manager information for Reliance Japan Equity Fund
Name Since Tenure Anju Chhajer 26 Aug 14 4.44 Yr. Kinjal Desai 25 May 18 0.69 Yr. Data below for Reliance Japan Equity Fund as on 31 Mar 19
Equity Sector Allocation
Sector Value Industrials 24.84% Consumer Cyclical 14.4% Technology 13.47% Financial Services 12.28% Basic Materials 9.93% Consumer Defensive 8.75% Communication Services 3.01% Utility 2.92% Real Estate 2.82% Asset Allocation
Asset Class Value Cash 7.56% Equity 92.43% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Triparty Repo
CBLO/Reverse Repo | -26% ₹5 Cr Net Current Assets
Net Current Assets | -18% -₹3 Cr Tokyo Electron Ltd (Technology)
Equity, Since 31 Jul 18 | 80354% ₹1 Cr 600
↑ 100 Shin-Etsu Chemical Co Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 40634% ₹1 Cr 1,000
↑ 200 OMRON Corp (Technology)
Equity, Since 31 Jul 18 | 66453% ₹1 Cr 1,700
↑ 300 Daikin Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 63673% ₹1 Cr 700
↑ 100 Toyota Motor Corp (Consumer Cyclical)
Equity, Since 31 Aug 14 | 72033% ₹1 Cr 1,400
↑ 300 Hitachi Ltd (Technology)
Equity, Since 31 Aug 14 | 65013% ₹1 Cr 2,600
↑ 500 Ebara Corp (Industrials)
Equity, Since 31 Jul 18 | 63613% ₹1 Cr 2,800
↑ 500 Nidec Corp (Industrials)
Equity, Since 30 Jun 16 | 65943% ₹1 Cr 600
↑ 100 3. HDFC Balanced Advantage Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 23 in Dynamic Allocation category. . HDFC Balanced Advantage Fund
Growth Launch Date 11 Sep 00 NAV (05 Mar 19) ₹188.872 ↑ 2.91 (1.56 %) Net Assets (Cr) ₹37,850 on 31 Jul 18 Category Hybrid - Dynamic Allocation AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.53 Sharpe Ratio 0.27 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 14 ₹10,000 30 Apr 15 ₹12,858 30 Apr 16 ₹12,736 30 Apr 17 ₹16,224 30 Apr 18 ₹18,503 Returns for HDFC Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19 Duration Returns 1 Month 2.6% 3 Month 2.9% 6 Month -1.2% 1 Year 3.1% 3 Year 16.6% 5 Year 15.5% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Fund Manager information for HDFC Balanced Advantage Fund
Name Since Tenure Data below for HDFC Balanced Advantage Fund as on 31 Jul 18
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Hybrid Equity Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 57 in Hybrid Equity category. . HDFC Hybrid Equity Fund
Growth Launch Date 6 Apr 05 NAV (05 Mar 19) ₹51.645 ↑ 0.63 (1.23 %) Net Assets (Cr) ₹22,762 on 31 Jul 18 Category Hybrid - Hybrid Equity AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.85 Sharpe Ratio -0.41 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 14 ₹10,000 30 Apr 15 ₹13,641 30 Apr 16 ₹12,555 30 Apr 17 ₹16,438 30 Apr 18 ₹17,183 Returns for HDFC Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19 Duration Returns 1 Month 1.5% 3 Month 1.7% 6 Month -1.4% 1 Year -5.1% 3 Year 12.7% 5 Year 13% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 Fund Manager information for HDFC Hybrid Equity Fund
Name Since Tenure Data below for HDFC Hybrid Equity Fund as on 31 Jul 18
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. IDFC Government Securities Fund - Constant Maturity Plan
CAGR/Annualized return of 6.3% since its launch. Ranked 2 in 10 Yr Govt Bond category. Return for 2018 was 11.8% , 2017 was 6.2% and 2016 was 10.1% . IDFC Government Securities Fund - Constant Maturity Plan
Growth Launch Date 9 Mar 02 NAV (17 May 19) ₹28.805 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹32 on 31 Mar 19 Category Debt - 10 Yr Govt Bond AMC IDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 0.45 Sharpe Ratio 1.85 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.88% Effective Maturity 10 Years 3 Months 29 Days Modified Duration 6 Years 9 Months 22 Days Growth of 10,000 investment over the years.
Date Value 30 Apr 14 ₹10,000 30 Apr 15 ₹11,215 30 Apr 16 ₹12,237 30 Apr 17 ₹13,293 30 Apr 18 ₹14,102 30 Apr 19 ₹15,871 Returns for IDFC Government Securities Fund - Constant Maturity Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 19 Duration Returns 1 Month 1.4% 3 Month 3.8% 6 Month 8.2% 1 Year 13.6% 3 Year 9.3% 5 Year 9.8% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2018 11.8% 2017 6.2% 2016 10.1% 2015 9% 2014 12.6% 2013 10.6% 2012 8.6% 2011 1.9% 2010 3.5% 2009 2.3% Fund Manager information for IDFC Government Securities Fund - Constant Maturity Plan
Name Since Tenure Harshal Joshi 15 May 17 1.88 Yr. Data below for IDFC Government Securities Fund - Constant Maturity Plan as on 31 Mar 19
Asset Allocation
Asset Class Value Cash 3.8% Debt 96.2% Debt Sector Allocation
Sector Value Government 96.2% Cash Equivalent 3.8% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 08.08 MH SDL 2028
Sovereign Bonds | -27% ₹10 Cr 1,000,000
↑ 500,000 6.68% Govt Stock 2031
Sovereign Bonds | -25% ₹9 Cr 1,000,000
↓ -420,000 7.95% Govt Stock 2032
Sovereign Bonds | -14% ₹5 Cr 500,000
↑ 500,000 08.37 TN SDL 2029
Sovereign Bonds | -14% ₹5 Cr 500,000 08.30 KA SDL 2029
Sovereign Bonds | -14% ₹5 Cr 500,000 08.08 GJ SDL 2028
Sovereign Bonds | -3% ₹1 Cr 96,700 Triparty Repo
CBLO/Reverse Repo | -2% ₹1 Cr Net Current Assets
Net Current Assets | -1% ₹0 Cr
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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:
1. Scheme Asset Size
Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small and too large, can hinder a fund’s performance. Less AUM (Asset Under Management) 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 (Asset Under Management) is approximately 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 and see if the fund is able to beat the benchmark or not.
3. Total Expense Ratio
Investors who want to make Mutual Fund Investments 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 which 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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Great Article wide coverage on the topic with good presentation.