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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 Equity - Sectoral 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 ₹30.53
↑ 0.35 ₹16,764 6.1 16.2 -2.2 8.9 10.6 18.6 Canara Robeco Bluechip Equity Fund Growth ₹27.22
↑ 0.38 ₹702 7.8 26.5 6 8.5 10.1 15.7 BNP Paribas Large Cap Fund Growth ₹92.79
↑ 1.47 ₹844 6 22.2 -1.8 5.2 7.3 17.2 Kotak Bluechip Fund Growth ₹241.196
↑ 3.83 ₹1,653 9.7 31 1.8 5.1 7.6 14.2 IDFC Large Cap Fund Growth ₹33.57
↑ 0.42 ₹515 10.6 29.7 2.9 4.5 8.4 10.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 20
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) DSP BlackRock Midcap Fund Growth ₹61.378
↑ 1.18 ₹7,883 13.5 38.2 12.9 5.8 11.8 9.2 Axis Mid Cap Fund Growth ₹41.99
↑ 0.83 ₹6,307 10.6 29.9 10.5 11.4 10.4 11.3 Invesco India Mid Cap Fund Growth ₹52.41
↑ 1.21 ₹935 14.5 37.6 13.2 7.1 9.8 3.8 Kotak Emerging Equity Scheme Growth ₹40.912
↑ 0.88 ₹7,300 14.2 38.5 6.3 3.7 9.7 8.9 L&T Midcap Fund Growth ₹137.73
↑ 2.77 ₹5,791 14.4 41.4 7.3 0.9 9.5 -0.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹58.2722
↑ 0.99 ₹5,039 18.6 42.8 11.4 6.2 13.6 6.1 Nippon India Small Cap Fund Growth ₹42.0175
↑ 0.90 ₹9,285 20.6 55.6 10.7 2.9 11.2 -2.5 Kotak Small Cap Fund Growth ₹79.474
↑ 1.64 ₹1,667 22.6 52.4 12.8 3.3 9 5 L&T Emerging Businesses Fund Growth ₹22.04
↑ 0.49 ₹5,252 17.1 48 -3 -3.4 8.5 -8.1 HDFC Small Cap Fund Growth ₹38.2
↑ 0.83 ₹8,645 18 47.3 -2.6 0.5 8.4 -9.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹31.1925
↑ 0.86 ₹4,508 15.3 48.5 21.9 12.5 14.2 14.4 UTI Equity Fund Growth ₹154.799
↑ 3.23 ₹10,983 12.4 31.5 8.1 8.5 9.3 11.7 Canara Robeco Equity Diversified Growth ₹144.05
↑ 2.51 ₹2,280 10.1 28.1 6.4 7.8 9.5 12.3 PGIM India Diversified Equity Fund Growth ₹15.13
↑ 0.34 ₹226 16 48.9 15.6 7.2 9.4 10 Mirae Asset India Equity Fund Growth ₹51.519
↑ 0.93 ₹18,386 10.3 32 0.5 5.4 10.4 12.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹72.27
↑ 1.43 ₹1,122 14.3 33.7 10.2 9.5 10.3 10.7 Mirae Asset Tax Saver Fund Growth ₹18.95
↑ 0.37 ₹4,181 12.3 38.3 6.1 7.8 14.1 BOI AXA Tax Advantage Fund Growth ₹60.75
↑ 1.44 ₹299 17.1 35.2 15.6 7.2 10.2 14.6 Axis Long Term Equity Fund Growth ₹46.1712
↑ 0.93 ₹21,905 6.2 17.7 -2.2 6.3 8.7 14.8 Invesco India Tax Plan Growth ₹53
↑ 0.79 ₹1,113 10 29.1 3.8 6.2 8.7 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹81.39
↑ 0.98 ₹545 45.3 75.8 39.7 26.3 14.1 2.3 TATA Digital India Fund Growth ₹19.1819
↑ 0.19 ₹461 33.6 54.4 30 26.2 7.5 Aditya Birla Sun Life Digital India Fund Growth ₹71.79
↑ 0.65 ₹540 31.5 63.7 33.5 25.3 15.1 9.6 SBI Technology Opportunities Fund Growth ₹82.2783
↑ 0.48 ₹227 24.4 46.7 26.2 22.6 12.3 12.2 Franklin India Technology Fund Growth ₹214.168
↑ 6.19 ₹329 26.7 56.2 36.6 21.9 12.5 12.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹62.2296
↑ 1.33 ₹4,406 8.6 32.9 2.7 4.6 6.6 10.4 ICICI Prudential Value Discovery Fund Growth ₹147.32
↑ 3.04 ₹16,071 9.4 41.7 6 3.1 5.9 0.6 Nippon India Value Fund Growth ₹71.2021
↑ 1.24 ₹2,903 10.6 34 -2.4 1.7 6.4 5.7 Tata Equity PE Fund Growth ₹132.255
↑ 2.02 ₹4,465 9.1 34.9 -1.4 0.6 9.9 5.3 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹57.9912
↑ 0.88 ₹4,465 9.1 34.9 -1.4 0.6 9.9 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹18.1372
↑ 0.33 ₹930 10.9 34.3 6 8.7 12.1 27.3 SBI Focused Equity Fund Growth ₹142.974
↑ 2.76 ₹10,248 3.3 19.3 -2 6.6 9.8 16.1 Axis Focused 25 Fund Growth ₹29.03
↑ 0.51 ₹11,372 7.1 21.5 -1.5 6.3 11.2 14.7 Principal Focused Multicap Fund Growth ₹66.55
↑ 0.87 ₹393 6 21.2 2.6 5.3 8.4 11.8 Sundaram Select Focus Fund Growth ₹178.156
↑ 2.33 ₹1,064 5.6 25.8 -3 5 8.2 15 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹28.6707
↑ 0.02 ₹9,931 2.3 4.4 4.6 7.3 9.6 8.24% 3M 4D 11M 7D Aditya Birla Sun Life Savings Fund Growth ₹413.506
↑ 0.17 ₹16,218 1.5 4.2 7.6 7.7 8.5 4.52% 6M 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹21.0723
↑ 0.01 ₹6,940 1.6 3.7 7.4 7.4 8.4 5.42% 3M 18D 4M 20D SBI Magnum Ultra Short Duration Fund Growth ₹4,591.27
↑ 1.31 ₹12,635 1.1 3.4 6.7 7.4 8 4.08% 5M 1D 5M 12D Kotak Savings Fund Growth ₹33.1262
↑ 0.01 ₹11,176 1.1 3.4 6.6 7.1 7.8 4.01% 5M 12D 5M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹23.9034
↓ 0.00 ₹13,154 2.1 5.9 10.8 8.6 9.7 6.26% 2Y 9M 3Y 9M Axis Short Term Fund Growth ₹23.3167 ₹9,375 1.6 5.5 10.2 8.2 9.8 5.08% 2Y 1M 6D 2Y 8M 12D IDFC Bond Fund Short Term Plan Growth ₹43.7231
↑ 0.01 ₹13,052 1.3 5.5 10 8.2 9.7 4.81% 1Y 9M 18D 2Y 18D L&T Short Term Bond Fund Growth ₹20.4032
↑ 0.00 ₹4,644 1 5 9.6 8 9.3 4.91% 2Y 3M 7D 2Y 7M 17D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹35.5704
↑ 0.00 ₹4,769 3.3 7.4 10 8 8.5 5.82% 2Y 6M 4D 3Y 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹4,920.61
↑ 0.50 ₹26,900 0.3 0.8 2.1 4.9 6.7 3.31% 1M 10D 1M 12D Aditya Birla Sun Life Liquid Fund Growth ₹324.222
↑ 0.03 ₹39,810 0.3 0.8 2.1 4.9 6.7 3.5% 1M 13D 1M 13D Axis Liquid Fund Growth ₹2,237.29
↑ 0.23 ₹28,818 0.3 0.8 2 4.9 6.6 3.32% 1M 6D 1M 8D UTI Liquid Cash Plan Growth ₹3,300.7
↑ 0.33 ₹27,459 0.3 0.8 2 4.8 6.6 3.34% 1M 6D 1M 6D ICICI Prudential Liquid Fund Growth ₹298.349
↑ 0.03 ₹54,052 0.3 0.8 2.1 4.9 6.6 3.36% 1M 8D 1M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹18.7507
↑ 0.00 ₹17,691 1.4 5.9 11.1 9.3 11.2 5.05% 2Y 2M 23D 2Y 6M 25D SBI Banking and PSU Fund Growth ₹2,394.25
↓ -0.36 ₹8,750 1 5.3 10 8.6 9.7 5.7% 3Y 3M 7D 4Y 7D Kotak Banking and PSU Debt fund Growth ₹49.0867
↑ 0.00 ₹9,132 1.6 5.4 10.5 8.6 10.8 0% 3Y 11M 23D Nippon India Banking & PSU Debt Fund Growth ₹15.7031
↓ 0.00 ₹5,410 1.3 5.8 10.8 8.6 10.5 5.2% 2Y 11M 5D 3Y 8M 8D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹275.86
↑ 0.03 ₹13,519 1.4 5.6 10.3 8.4 9.9 5.51% 2Y 11M 16D 3Y 9M 22D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹22.725
↑ 0.00 ₹6,503 3 4.6 9.9 7.9 9.5 8.7% 2Y 2M 26D 2Y 11M 19D HDFC Credit Risk Debt Fund Growth ₹17.3116
↑ 0.00 ₹6,181 2.8 4.3 9.2 7.1 8.6 9.79% 2Y 22D 2Y 10M 6D Kotak Credit Risk Fund Growth ₹22.7256
↑ 0.02 ₹1,911 2.9 3.8 7.3 6.9 9 9.33% 2Y 29D 2Y 11M 19D SBI Credit Risk Fund Growth ₹33.085
↑ 0.01 ₹3,765 2.2 4.5 8.5 6.7 6.5 8.09% 2Y 1M 24D 2Y 8M 19D IDFC Credit Risk Fund Growth ₹12.6541
↓ 0.00 ₹813 1.5 2.6 7.2 6.4 9.1 7.05% 2Y 7M 20D 3Y 4M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹55.4839
↓ -0.05 ₹4,615 0.8 5.5 12.1 9.1 12.6 6.6% 5Y 7M 10D 7Y 10M 17D Aditya Birla Sun Life Corporate Bond Fund Growth ₹83.384
↓ 0.00 ₹20,205 1.7 6.7 11.2 8.8 9.6 5.6% 2Y 8M 1D 3Y 4M 10D HDFC Corporate Bond Fund Growth ₹24.212
↓ 0.00 ₹21,052 1.5 5.8 10.8 8.7 10.3 5.71% 3Y 3M 11D 4Y 6M 14D Kotak Corporate Bond Fund Standard Growth ₹2,829.14
↑ 1.13 ₹6,586 1.7 5.3 9.5 8.5 9.6 5.04% 1Y 11M 5D 2Y 3M ICICI Prudential Corporate Bond Fund Growth ₹22.0329
↑ 0.00 ₹16,162 1.6 5.9 10.4 8.3 9.9 5.41% 2Y 10M 17D 4Y 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹27.029
↓ -0.04 ₹1,631 0.5 5.9 12.7 9.5 13.3 6.3% 5Y 7M 28D 7Y 4M 20D DSP BlackRock Government Securities Fund Growth ₹71.7549
↓ -0.14 ₹833 0.7 5 11.8 9.1 12.5 5.63% 6Y 3M 7D 9Y 1M 20D Nippon India Gilt Securities Fund Growth ₹29.5694
↓ -0.05 ₹1,496 0.2 4.5 10.4 8.9 12.4 6.1% 6Y 11M 12D 10Y 4M 20D SBI Magnum Gilt Fund Growth ₹48.9015
↓ -0.09 ₹3,838 0.2 4.2 10.7 8.3 13.1 6.41% 8Y 2M 19D 13Y 8M 26D ICICI Prudential Gilt Fund Growth ₹75.5987
↓ -0.12 ₹4,232 0.4 5.5 11.9 8.2 10.8 6.31% 8Y 18D 12Y 10M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 (%) Edelweiss Balanced Advantage Fund Growth ₹26.51
↑ 0.23 ₹1,496 6.9 19.4 10.5 7.6 7.5 7.8 ICICI Prudential MIP 25 Growth ₹47.6011
↑ 0.17 ₹1,916 4.4 9.7 8.4 7.4 9 9.6 Canara Robeco Equity Debt Allocation Fund Growth ₹173.04
↑ 2.07 ₹3,351 7 20.6 7.5 7.3 9.5 11.7 Canara Robeco Income Saver Fund Growth ₹64.4813
↑ 0.30 ₹260 3.5 10.4 10.1 7.2 7.4 10.6 L&T Dynamic Equity Fund Growth ₹26.849
↑ 0.13 ₹721 6.2 20.4 9.1 7.2 6.2 8.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹173.04
↑ 2.07 ₹3,351 7 20.6 7.5 7.3 9.5 11.7 BNP Paribas Substantial Equity Hybrid Fund Growth ₹12.7819
↑ 0.17 ₹440 4.9 16.6 2.8 7 16.3 Mirae Asset Hybrid Equity Fund Growth ₹15.058
↑ 0.27 ₹3,749 6.5 23.7 2.9 5.8 9.8 11.9 SBI Equity Hybrid Fund Growth ₹138.941
↑ 1.97 ₹31,993 4 17.2 -0.7 5.8 8.3 13.5 Sundaram Equity Hybrid Fund Growth ₹91.719
↑ 1.05 ₹1,595 4.6 20.3 -0.9 5.3 8 11.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 20
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Edelweiss Balanced Advantage Fund Growth ₹26.51
↑ 0.23 ₹1,496 6.9 19.4 10.5 7.6 7.5 7.8 ICICI Prudential MIP 25 Growth ₹47.6011
↑ 0.17 ₹1,916 4.4 9.7 8.4 7.4 9 9.6 Canara Robeco Equity Debt Allocation Fund Growth ₹173.04
↑ 2.07 ₹3,351 7 20.6 7.5 7.3 9.5 11.7 Canara Robeco Income Saver Fund Growth ₹64.4813
↑ 0.30 ₹260 3.5 10.4 10.1 7.2 7.4 10.6 L&T Dynamic Equity Fund Growth ₹26.849
↑ 0.13 ₹721 6.2 20.4 9.1 7.2 6.2 8.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹20.4789
↓ -0.01 ₹7,384 0.6 2 4.8 5.9 6 6.2 BNP Paribas Arbitrage Fund Growth ₹12.439
↓ -0.01 ₹631 0.6 1.7 5 5.8 6.2 L&T Arbitrage Opportunities Fund Growth ₹14.726
↑ 0.01 ₹1,179 0.9 2.3 5.3 5.8 5.9 6 Edelweiss Arbitrage Fund Growth ₹14.8729
↑ 0.01 ₹3,501 0.6 1.9 5 5.8 6 6.2 UTI Arbitrage Fund Growth ₹26.9088
↓ -0.01 ₹2,998 0.7 2.1 4.9 5.8 5.9 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 ₹26.51
↑ 0.23 ₹1,496 6.9 19.4 10.5 7.6 7.5 7.8 L&T Dynamic Equity Fund Growth ₹26.849
↑ 0.13 ₹721 6.2 20.4 9.1 7.2 6.2 8.2 IDFC Dynamic Equity Fund Growth ₹14.62
↑ 0.15 ₹966 6 24.4 7.3 6.7 7.1 8.6 ICICI Prudential Balanced Advantage Fund Growth ₹37.82
↑ 0.48 ₹26,638 6.5 23.7 3.6 5.9 8.2 10.8 DSP BlackRock Dynamic Asset Allocation Fund Growth ₹16.542
↑ 0.13 ₹1,547 3.2 16.3 4.5 5.6 7.3 8.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 20
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Multi Asset Allocation Fund Growth ₹30.1645
↑ 0.19 ₹255 2.4 17.4 6.5 6.4 7.6 10.6 Axis Triple Advantage Fund Growth ₹21.2918
↑ 0.20 ₹440 6 20.6 3 6.2 7.3 15.3 HDFC Multi-Asset Fund Growth ₹35.337
↑ 0.32 ₹289 9.5 28.7 9.6 5.6 7.1 9.3 UTI Multi Asset Fund Growth ₹35.7368
↑ 0.29 ₹673 6.3 22.3 4.9 3.7 5.8 3.9 ICICI Prudential Multi-Asset Fund Growth ₹257.523
↑ 4.06 ₹10,961 1.6 23.3 -2.5 2.4 8.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 20
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Kotak Equity Savings Fund Growth ₹15.2445
↑ 0.12 ₹1,367 4.2 14.4 5.7 6 7.2 7.8 Axis Equity Saver Fund Growth ₹13.34
↑ 0.08 ₹689 3.6 10.5 0.9 5.3 6.2 8.3 ICICI Prudential Equity Savings Fund Growth ₹14.39
↑ 0.11 ₹1,146 3.5 13.6 1.4 4.9 7.3 10.4 SBI Equity Savings Fund Growth ₹13.6861
↑ 0.10 ₹1,347 5 15.4 3 4.2 6.5 9.4 Aditya Birla Sun Life Equity Savings Fund Growth ₹14.1
↑ 0.13 ₹506 5 12.9 3.6 3.1 6.3 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 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 ₹31.1029
↑ 0.42 ₹793 11.2 32.1 3.9 4.9 11 11.5 Tata Retirement Savings Fund-Moderate Growth ₹32.0764
↑ 0.38 ₹1,155 9.7 27.8 5.4 4.9 9.9 8.6 Tata Retirement Savings Fund - Conservative Growth ₹21.9819
↑ 0.09 ₹144 3.5 11.4 7.8 5.6 8.1 7.6 ICICI Prudential Child Care Plan (Gift) Growth ₹135.85
↑ 1.54 ₹628 6.3 21.5 -1 3.1 6.7 8.5 HDFC Retirement Savings Fund - Equity Plan Growth ₹16.626
↑ 0.38 ₹981 10.1 33.5 0.6 2.9 5.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 20
Top 5 Gold Funds 2020 - 2021
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Kotak Gold Fund Growth ₹20.669
↓ -0.08 ₹701 3.3 14.8 31.2 18.1 12.5 24.1 Axis Gold Fund Growth ₹15.3265
↓ -0.10 ₹188 2.5 13.6 30.8 17.8 11.7 23.1 ICICI Prudential Regular Gold Savings Fund Growth ₹16.3273
↓ -0.15 ₹339 1.8 14.8 29.7 17.5 11.9 22.7 SBI Gold Fund Growth ₹15.412
↓ -0.12 ₹804 2.5 10.9 31.1 17.3 11.9 22.8 HDFC Gold Fund Growth ₹15.8933
↓ -0.17 ₹905 2.3 11.4 31.5 17.2 12.1 21.7 Nippon India Gold Savings Fund Growth ₹20.3544
↓ -0.15 ₹1,270 2.2 13.3 30.8 16.9 11.8 22.5 Aditya Birla Sun Life Gold Fund Growth ₹15.3476
↓ -0.17 ₹198 2.3 12.8 28.4 16.6 12 21.3 Invesco India Gold Fund Growth ₹15.1953
↑ 0.14 ₹45 2.5 15.5 30.7 16.5 12.4 21.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 20
Best Mutual Funds Based on 1 Month Performance
To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Digital India Fund Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 1. ICICI Prudential Technology Fund
CAGR/Annualized return of 10.7% since its launch. Ranked 37 in Sectoral category. Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (28 Sep 20) ₹81.39 ↑ 0.98 (1.22 %) Net Assets (Cr) ₹545 on 31 Aug 20 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.76 Sharpe Ratio 0.54 Information Ratio -0.3 Alpha Ratio 5.34 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 Aug 15 ₹10,000 31 Aug 16 ₹9,304 31 Aug 17 ₹9,571 31 Aug 18 ₹14,503 31 Aug 19 ₹14,329 31 Aug 20 ₹17,165 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 20 Duration Returns 1 Month 11.2% 3 Month 45.3% 6 Month 75.8% 1 Year 39.7% 3 Year 26.3% 5 Year 14.1% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% 2012 17.1% 2011 -18.9% 2010 44.5% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Sankaran Naren 14 Jul 17 3.14 Yr. Priyanka Khandelwal 8 Jul 20 0.15 Yr. Vaibhav Dusad 2 May 20 0.33 Yr. Data below for ICICI Prudential Technology Fund as on 31 Aug 20
Equity Sector Allocation
Sector Value Technology 71.35% Communication Services 21.19% Industrials 4.89% Consumer Defensive 0.71% Asset Allocation
Asset Class Value Cash 1.86% Equity 98.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY27% ₹149 Cr 1,609,724
↓ -200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL10% ₹53 Cr 1,036,840
↑ 515,576 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS7% ₹36 Cr 158,185
↑ 85,000 IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 5427266% ₹32 Cr 86,256 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327555% ₹26 Cr 356,099
↑ 183,973 Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 5321295% ₹25 Cr 623,965
↓ -50,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076854% ₹22 Cr 806,936
↑ 130,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 5400054% ₹22 Cr 88,788
↓ -7,630 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI3% ₹16 Cr 48,545
↑ 48,545 TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE3% ₹15 Cr 64,340 2. TATA Digital India Fund
CAGR/Annualized return of 14.7% since its launch. Return for 2019 was 7.5% , 2018 was 24.9% and 2017 was 19.6% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (28 Sep 20) ₹19.1819 ↑ 0.19 (1.02 %) Net Assets (Cr) ₹461 on 31 Aug 20 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.05 Sharpe Ratio 0.35 Information Ratio -0.36 Alpha Ratio -1.58 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 16 ₹9,555 31 Aug 17 ₹9,482 31 Aug 18 ₹15,630 31 Aug 19 ₹15,315 31 Aug 20 ₹17,115 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 20 Duration Returns 1 Month 10.6% 3 Month 33.6% 6 Month 54.4% 1 Year 30% 3 Year 26.2% 5 Year 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 2012 2011 2010 Fund Manager information for TATA Digital India Fund
Name Since Tenure Rahul Singh 20 Apr 20 0.36 Yr. Meeta Shetty 20 Apr 20 0.36 Yr. Data below for TATA Digital India Fund as on 31 Aug 20
Equity Sector Allocation
Sector Value Technology 93.03% Communication Services 0.8% Asset Allocation
Asset Class Value Cash 7.21% Equity 93.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY36% ₹166 Cr 1,785,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS16% ₹73 Cr 325,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH9% ₹42 Cr 610,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT7% ₹34 Cr 351,200 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076857% ₹32 Cr 1,176,000 MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 5328194% ₹18 Cr 158,000 Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 5324003% ₹15 Cr 950,000
↑ 576,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327553% ₹13 Cr 173,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 19 | 5426512% ₹9 Cr 1,125,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 5004082% ₹9 Cr 86,000
↑ 43,000 3. SBI Technology Opportunities Fund
CAGR/Annualized return of 18% since its launch. Ranked 42 in Sectoral category. Return for 2019 was 12.2% , 2018 was 17.1% and 2017 was 13% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (28 Sep 20) ₹82.2783 ↑ 0.48 (0.58 %) Net Assets (Cr) ₹227 on 31 Aug 20 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 3.02 Sharpe Ratio 0.38 Information Ratio 0.4 Alpha Ratio -0.15 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 15 ₹10,000 31 Aug 16 ₹9,991 31 Aug 17 ₹9,601 31 Aug 18 ₹14,171 31 Aug 19 ₹14,585 31 Aug 20 ₹16,367 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 20 Duration Returns 1 Month 8.3% 3 Month 24.4% 6 Month 46.7% 1 Year 26.2% 3 Year 22.6% 5 Year 12.3% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 2011 2010 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Anup Upadhyay 1 Jun 11 9.26 Yr. Data below for SBI Technology Opportunities Fund as on 31 Aug 20
Equity Sector Allocation
Sector Value Technology 74.5% Communication Services 16.82% Consumer Defensive 2.87% Industrials 1.46% Asset Allocation
Asset Class Value Cash 4.34% Equity 95.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY22% ₹51 Cr 546,800 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS19% ₹44 Cr 193,764
↓ -23,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 53275510% ₹22 Cr 294,435
↑ 71,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH9% ₹21 Cr 304,974 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL9% ₹21 Cr 410,630
↓ -71,600 Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL8% ₹17 Cr 1,425 Hexaware Technologies Ltd (Technology)
Equity, Since 31 Jul 20 | 5321294% ₹9 Cr 230,000
↑ 159,000 NIIT Ltd (Consumer Defensive)
Equity, Since 31 Mar 19 | 5003043% ₹7 Cr 549,946 Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT3% ₹6 Cr 67,500
↑ 67,500 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT2% ₹5 Cr 2,900
↑ 2,900 4. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 10% since its launch. Ranked 33 in Sectoral category. Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (28 Sep 20) ₹71.79 ↑ 0.65 (0.91 %) Net Assets (Cr) ₹540 on 31 Aug 20 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.75 Sharpe Ratio 0.67 Information Ratio 0.59 Alpha Ratio 9.3 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 Aug 15 ₹10,000 31 Aug 16 ₹10,040 31 Aug 17 ₹10,489 31 Aug 18 ₹15,908 31 Aug 19 ₹15,436 31 Aug 20 ₹19,047 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 20 Duration Returns 1 Month 6.3% 3 Month 31.5% 6 Month 63.7% 1 Year 33.5% 3 Year 25.3% 5 Year 15.1% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% 2014 21.1% 2013 50.2% 2012 3.7% 2011 -21.8% 2010 16.6% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 6.63 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Aug 20
Equity Sector Allocation
Sector Value Technology 70.38% Communication Services 15.53% Industrials 10.91% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.82% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY25% ₹137 Cr 1,470,909
↑ 10,320 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL11% ₹58 Cr 1,131,086
↑ 100,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 53275510% ₹52 Cr 703,618
↑ 364,606 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH7% ₹36 Cr 524,266 Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 5392896% ₹35 Cr 457,451 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT6% ₹30 Cr 769,609
↓ -15,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5171745% ₹27 Cr 8,159 Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL4% ₹23 Cr 6,286
↓ -18,858 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS4% ₹21 Cr 93,703 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356484% ₹19 Cr 518,759
↑ 116,941 5. Franklin India Technology Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 41 in Sectoral category. Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (25 Sep 20) ₹214.168 ↑ 6.19 (2.97 %) Net Assets (Cr) ₹329 on 31 Aug 20 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.46 Sharpe Ratio 0.84 Information Ratio 0.42 Alpha Ratio 13.25 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 Aug 15 ₹10,000 31 Aug 16 ₹9,664 31 Aug 17 ₹10,288 31 Aug 18 ₹14,230 31 Aug 19 ₹13,646 31 Aug 20 ₹17,542 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 20 Duration Returns 1 Month 5.1% 3 Month 26.7% 6 Month 56.2% 1 Year 36.6% 3 Year 21.9% 5 Year 12.5% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% 2014 16.8% 2013 53.3% 2012 0.3% 2011 -15.5% 2010 32.6% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 13.51 Yr. Varun Sharma 30 Nov 15 4.76 Yr. Pyari Menon 26 Sep 19 0.93 Yr. Data below for Franklin India Technology Fund as on 31 Aug 20
Equity Sector Allocation
Sector Value Technology 70.34% Communication Services 16.25% Consumer Cyclical 3.37% Industrials 2.54% Financial Services 0.83% Real Estate 0.41% Health Care 0.13% Asset Allocation
Asset Class Value Cash 0.53% Equity 93.94% Other 5.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY27% ₹88 Cr 945,647 Franklin Technology I Acc USD
Investment Fund | -10% ₹33 Cr 91,868 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS9% ₹29 Cr 130,000
↑ 6,012 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH8% ₹26 Cr 380,000
↑ 9,284 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹18 Cr 360,000
↑ 14,681 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI5% ₹15 Cr 46,300 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327555% ₹15 Cr 200,000
↑ 6,344 Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 23303% ₹9 Cr 88,000 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹8 Cr 215,000
↑ 4,857 Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH2% ₹8 Cr 15,960
↓ -6,540
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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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