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Best Performing Mutual Funds in India for 2019 - 2020

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Best Performing Mutual Funds 2019

Updated on March 17, 2019 , 13825 views

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 Performing Mutual Funds

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Reliance Large Cap Fund Growth ₹35.0315
↑ 0.19
₹11,6944.83.512.817.417.3-0.2
JM Core 11 Fund Growth ₹9.1556
↑ 0.04
₹377.2510.321.618-5
Indiabulls Blue Chip Fund Growth ₹21.06
↑ 0.13
₹2783.32.49.315.513.2-1.4
ICICI Prudential Bluechip Fund Growth ₹42.02
↑ 0.21
₹20,1012.60.39.215.914.8-0.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹224.58
↑ 1.47
₹20,6643.31.67.913.714.9-2.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Mid Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Midcap Fund Growth ₹132.39
↑ 0.70
₹3,733 5,000 -1-3.7-4.817.823.1-12
Kotak Emerging Equity Scheme Growth ₹38.181
↑ 0.15
₹3,535 5,000 2.2-0.1-1.41623.3-11.7
Sundaram Mid Cap Fund Growth ₹464.785
↑ 1.54
₹5,688 5,000 1-2.9-6.313.520.6-15.4
BNP Paribas Mid Cap Fund Growth ₹31.164
↑ 0.06
₹701 5,000 -0.5-4.2-4.71118-17.5
Motilal Oswal Midcap 30 Fund  Growth ₹24.7132
↑ 0.06
₹1,282 5,000 1.7-3.41.49.918.9-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Emerging Businesses Fund Growth ₹24.636
↑ 0.07
₹5,516 5,000 -1-6.1-9.221.6 -13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹35.1759
↑ 0.08
₹2,116 1,000 2.6-5.6-12.214.619.9-22.6
Reliance Small Cap Fund Growth ₹40.0231
↑ 0.13
₹7,245 5,000 -0.4-7.3-8.119.326.2-16.7
Franklin India Smaller Companies Fund Growth ₹54.2152
↑ 0.16
₹6,777 5,000 3.4-1.9-7.313.521.2-17.4
HDFC Small Cap Fund Growth ₹43.736
↑ 0.07
₹6,312 5,000 2.3-2.1-0.921.320-8.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Motilal Oswal Multicap 35 Fund Growth ₹25.897
↑ 0.03
₹12,702 5,000 2.30.11.416.9 -7.8
Kotak Standard Multicap Fund Growth ₹35.033
↑ 0.18
₹21,682 5,000 4.23.510.917.519.1-0.9
Principal Multi Cap Growth Fund Growth ₹141.59
↑ 0.61
₹808 5,000 1.4-1.71.517.617.3-8.7
IDFC Focused Equity Fund Growth ₹36.28
↑ 0.13
₹1,529 5,000 1.1-5.7-4.314.711.7-12.7
SBI Magnum Multicap Fund Growth ₹48.0543
↑ 0.16
₹6,455 1,000 3.61.85.815.119-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata India Tax Savings Fund Growth ₹17.967
↑ 0.12
₹1,5984.94.16.816.5 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹56.08
↑ 0.34
₹1,7412.9-1.40.116.617.3-9.4
DSP BlackRock Tax Saver Fund Growth ₹47.669
↑ 0.28
₹4,7405.23.47.516.118.2-7.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹31.23
↓ -0.01
₹7,5611-33.415.618.7-4.5
Principal Tax Savings Fund Growth ₹207.12
↑ 0.90
₹3711.1-2.11.217.317.1-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹64.4
↑ 0.34
₹2,60469.314.22623.3-0.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹28.76
↑ 0.08
₹1,5334.63.711.322.522-2.4
Franklin Build India Fund Growth ₹42.1468
↑ 0.32
₹1,1225.45.96.316.622.6-10.7
Sundaram Rural and Consumption Fund Growth ₹41.3961
↑ 0.21
₹2,3280.2-11.517.819.1-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹32.865
↑ 0.40
₹3835.4-3.8-5.622.520.8-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Equity PE Fund Growth ₹134.989
↑ 0.63
₹5,1242.6-2.31.119.320.6-7.1
L&T India Value Fund Growth ₹35.607
↑ 0.23
₹7,7262-2.3-1.515.221.7-11.4
JM Value Fund Growth ₹31.748
↑ 0.12
₹1265.1-0.2318.418.2-11.2
HDFC Capital Builder Value Fund Growth ₹298.702
↑ 1.40
₹4,1573.8-0.14.916.617.2-5.5
Templeton India Value Fund Growth ₹256.577
↑ 1.78
₹5244.5-1.10.213.714.8-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Focused 25 Fund Growth ₹26.91
₹6,762-0.7-3.88.91816.80.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹59.035
↑ 0.34
₹3,94441.97.813.815-4.1
Sundaram Select Focus Fund Growth ₹177.321
↑ 1.22
₹8884.51.911.115.513.21.2
Principal Focused Multicap Fund Growth ₹62.77
↑ 0.24
₹2990.60.38.213.913.4-1.2
Franklin India Focused Equity Fund Growth ₹40.8502
↑ 0.25
₹7,4456.26815.119.9-8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹26.1833
↑ 0.00
₹16,712 10,000 2.55.29.298.79.53%4M 20D5M 27D
Aditya Birla Sun Life Savings Fund Growth ₹367.735
↑ 0.07
₹14,018 1,000 2.24.47.98.17.68.39%3M 22D4M 2D
BOI AXA Ultra Short Duration Fund Growth ₹2,254.9
↑ 0.57
₹248 5,000 1.947.78.27.69.19%4M 20D5M 6D
Indiabulls Ultra Short Term Fund Growth ₹1,806.55
↑ 0.52
₹563 500 2.13.97.47.77.18.04%4M 4D4M 6D
UTI Ultra Short Term Fund Growth ₹3,019.86
↑ 0.53
₹5,463 5,000 1.83.97.27.578.91%2M 28D4M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Short Maturity Fund Growth ₹33.5246
↑ 0.01
₹3921.93.75.87.45.511.87%9M 18D11M 8D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹30.7531
↓ -0.01
₹3,5571.94.87.17.76.59.45%1Y 5M 8D1Y 9M 22D
ICICI Prudential Short Term Fund Growth ₹38.3981
↓ -0.02
₹7,3262.24.56.57.75.88.64%1Y 5M 1D1Y 9M 29D
Reliance Short Term Fund Growth ₹34.5618
↓ -0.01
₹6,6872.24.66.47.15.58.82%1Y 6M 29D2Y 18D
UTI Short Term Income Fund Growth ₹22.3815
↓ 0.00
₹5,5461.63.76.37.468.73%1Y 4M 6D1Y 7M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Liquid Funds

FundNAVNet Assets (Cr)Min Investment1 MO (%)3 MO (%)6 MO (%)1 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Insta Cash Fund Growth ₹241.35
↑ 0.05
₹1,794 5,000 0.61.83.77.67.47.48%1M 10D1M 10D
JM Liquid Fund Growth ₹50.7882
↑ 0.01
₹2,559 5,000 0.51.83.77.57.47.14%13D13D
Indiabulls Liquid Fund Growth ₹1,809.57
↑ 0.36
₹5,045 500 0.51.83.67.47.36.93%26D29D
Principal Cash Management Fund Growth ₹1,650.59
↑ 0.29
₹379 5,000 0.51.6-2.6-1.9-1.86.59%13D14D
Baroda Pioneer Liquid Fund Growth ₹2,132.55
↑ 0.40
₹7,884 5,000 0.51.83.77.57.56.84%18D20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Banking and PSU Debt Fund Growth ₹14.9498
↓ -0.01
₹2,872 5,000 2.55.46.97.85.98.77%1Y 11M 23D2Y 6M 7D
UTI Banking & PSU Debt Fund Growth ₹14.8779
↓ 0.00
₹403 5,000 -0.32.357.46.88.08%1Y 5M 16D1Y 10M 17D
Kotak Banking and PSU Debt fund Growth ₹42.0178
↓ 0.00
₹1,167 5,000 2.45.37.77.86.78.48%1Y 10M 20D2Y 6M 7D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹236.727
↓ -0.07
₹6,159 1,000 257.48.16.68.09%1Y 5M 12D1Y 10M 17D
DSP BlackRock Banking and PSU Debt Fund Growth ₹15.6946
↓ 0.00
₹1,528 1,000 2.55.27.47.66.37.83%1Y 4M 2D2Y 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹14.4833
↓ 0.00
₹1,6222.14.46.57.45.910.08%1Y 6M1Y 10M 24D
DHFL Pramerica Credit Risk Fund Growth ₹14.4437
↓ 0.00
₹8981.93.65.57.35.19.9%1Y 3M 14D1Y 8M 26D
SBI Credit Risk Fund Growth ₹29.7181
↓ -0.01
₹6,3062.24.66.87.86.27.34%1Y 4M 28D1Y 8M 8D
Principal Credit Risk Fund Growth ₹2,892.22
↓ -0.02
₹95246.57.46.49.44%1Y 18D1Y 3M 29D
HDFC Credit Risk Debt Fund Growth ₹15.1739
↓ -0.01
₹16,3211.84.367.55.49.99%1Y 10M 13D2Y 4M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹71.2582
↓ -0.01
₹15,1342.35.27.7878.45%1Y 1M 17D1Y 5M 8D
HDFC Corporate Bond Fund Growth ₹20.6815
↓ -0.01
₹11,7932.65.47.68.16.58.51%2Y 4M 10D3Y 2M 8D
Kotak Corporate Bond Fund Standard Growth ₹2,460.9
↑ 0.39
₹1,1392.44.88.28.17.58.49%10M 13D11M 16D
Reliance Prime Debt Fund Growth ₹38.9833
↑ 0.00
₹2,6502.34.57.47.76.99.75%11M 12D1Y 3M
ICICI Prudential Corporate Bond Fund Growth ₹18.9803
↓ -0.01
₹4,5192.44.67.17.66.48.4%1Y 5M 12D1Y 11M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 GILT Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Reliance Gilt Securities Fund Growth ₹24.6148
↓ -0.02
₹929 5,000 0.86.99.79.187.14%4Y 4M 6D6Y 2M 1D
Aditya Birla Sun Life Government Securities Fund Growth ₹51.6999
↓ -0.06
₹231 1,000 0.36.58.58.86.96.89%2Y 6M3Y 6M 18D
ICICI Prudential Gilt Fund Growth ₹63.2908
↑ 0.02
₹986 5,000 1.24.48.58.66.86.88%2Y 7M 28D3Y 8M 16D
UTI Gilt Fund Growth ₹40.4469
↑ 0.02
₹457 5,000 0.457.78.96.37.15%3Y 6M 14D4Y 11M 5D
Canara Robeco Gilt Fund Growth ₹50.2154
↓ -0.10
₹67 5,000 0.54.77.184.96.88%3Y 11D3Y 11M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential MIP 25 Growth ₹42.3975
↑ 0.02
₹1,5892.45.18.810.811.65.1
Edelweiss Arbitrage Fund Growth ₹13.6714
↑ 0.00
₹2,8461.3366.1 6.1
Principal Hybrid Equity Fund Growth ₹77.29
↑ 0.31
₹1,6381.90.45.717.215.6-1.5
SBI Debt Hybrid Fund Growth ₹39.4031
↑ 0.00
₹1,22635.14.47.79.6-0.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹754.04
↑ 2.50
₹13,1412.30.63.411.514.7-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Principal Hybrid Equity Fund Growth ₹77.29
↑ 0.31
₹1,638 5,000 1.90.45.717.215.6-1.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹754.04
↑ 2.50
₹13,141 1,000 2.30.63.411.514.7-5
SBI Equity Hybrid Fund Growth ₹132.835
↑ 0.51
₹27,907 1,000 3.23.99.212.615.6-0.1
ICICI Prudential Equity and Debt Fund Growth ₹133.23
↑ 0.83
₹25,467 5,000 3.626.614.615.7-1.9
DSP BlackRock Equity and Bond Fund Growth ₹149.518
↑ 0.48
₹6,125 1,000 3.72.55.61315.6-5.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential MIP 25 Growth ₹42.3975
↑ 0.02
₹1,589 5,000 2.45.18.810.811.65.1
Edelweiss Arbitrage Fund Growth ₹13.6714
↑ 0.00
₹2,846 5,000 1.3366.1 6.1
Principal Hybrid Equity Fund Growth ₹77.29
↑ 0.31
₹1,638 5,000 1.90.45.717.215.6-1.5
SBI Debt Hybrid Fund Growth ₹39.4031
↑ 0.00
₹1,226 5,000 35.14.47.79.6-0.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹754.04
↑ 2.50
₹13,141 1,000 2.30.63.411.514.7-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Edelweiss Arbitrage Fund Growth ₹13.6714
↑ 0.00
₹2,846 5,000 1.3366.1 6.1
Reliance Arbitrage Fund Growth ₹18.8774
↑ 0.00
₹8,956 5,000 1.43.16.26.26.96.8
Kotak Equity Arbitrage Fund Growth ₹26.2941
↑ 0.00
₹12,790 5,000 1.3366.16.96.3
ICICI Prudential Equity Arbitrage Fund Growth ₹24.3184
↑ 0.01
₹8,354 5,000 1.2366.16.86.2
L&T Arbitrage Opportunities Fund Growth ₹13.507
↑ 0.00
₹685 5,000 1.22.85.86 6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 5,000 2.9-1.23.116.615.5
Reliance Balanced Advantage Fund Growth ₹90.1009
↑ 0.27
₹1,524 5,000 3.23.39.814.313.40.4
ICICI Prudential Balanced Advantage Fund Growth ₹35.17
↑ 0.06
₹28,499 5,000 2.13.8711.712.42.4
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹52.52
↑ 0.15
₹2,827 1,000 1.63.26.312.512.30.7
Edelweiss Balanced Advantage Fund Growth ₹23.28
↑ 0.09
₹1,297 1,000 1.2-0.46.9911.31.9
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

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Multi Asset Allocation Fund Growth ₹26.5947
↑ 0.01
₹294 5,000 2.33.33.37.39.60.4
HDFC Multi-Asset Fund Growth ₹31.887
↑ 0.13
₹147 5,000 3.91.12.87.79-1.9
ICICI Prudential Multi-Asset Fund Growth ₹265.674
↑ 1.75
₹10,870 5,000 2.91.65.215.513.8-2.2
Sundaram Multi Asset Fund Growth ₹16.3156
↑ 0.06
₹39 5,000 0.33.34.68.87.6
Axis Triple Advantage Fund Growth ₹18.927
↑ 0.02
₹275 5,000 1.20.64.47.87.81.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
DHFL Pramerica Equity Savings Fund Growth ₹31.5248
↑ 0.08
₹28 5,000 3.52.57.47.69.51.4
HDFC Equity Savings Fund Growth ₹36.588
↑ 0.13
₹5,979 5,000 2.82.76.112.1100.9
Principal Equity Savings Fund Growth ₹35.6648
↑ 0.05
₹70 5,000 11.14.47.77.51.6
L&T Equity Savings Fund Growth ₹17.724
↑ 0.06
₹198 5,000 2.42.13.57.58.8-0.6
IDBI Equity Savings Fund Growth ₹16.2489
↑ 0.03
₹20 5,000 0.50.53.14.261.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Retirement Savings Fund-Moderate Growth ₹29.973
↑ 0.16
₹974 5,000 2.51.65.715.819.1-3.6
Tata Retirement Savings Fund - Progressive Growth ₹28.9209
↑ 0.18
₹550 5,000 2.60.651818.4-6.1
SBI Magnum Children's Benefit Plan Growth ₹56.5835
↑ 0.16
₹62 5,000 2.72.34.514.215.40.1
Tata Retirement Savings Fund - Conservative Growth ₹19.7321
↑ 0.04
₹126 5,000 1.73.65.49.810.50.8
ICICI Prudential Child Care Plan (Gift) Growth ₹139.6
↑ 0.99
₹589 5,000 3.616.413.215.3-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Top 5 Gold Funds 2019 - 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Invesco India Gold Fund Growth ₹9.773
↑ 0.05
₹131.41.73.71.9-0.46.6
Aditya Birla Sun Life Gold Fund Growth ₹10.209
↑ 0.16
₹632.93.54.12.1-0.16.8
Reliance Gold Savings Fund Growth ₹13.3805
↑ 0.11
₹6872.62.74.21.5-0.46
SBI Gold Fund Growth ₹10.0709
↑ 0.08
₹3232.52.941.9-0.26.4
Kotak Gold Fund Growth ₹13.3626
↑ 0.03
₹1443.23.55.81.9-0.27.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

Best Mutual Funds Based on 1 Month Performance

1. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2018 was -29% , 2017 was 43.3% and 2016 was -1.9% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (19 Mar 19) ₹17.222 ↑ 0.13   (0.78 %)
Net Assets (Cr) ₹783 on 28 Feb 19
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio -1.26
Information Ratio -0.77
Alpha Ratio -23.64
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.

DateValue
28 Feb 14₹10,000
28 Feb 15₹19,120
29 Feb 16₹13,330
28 Feb 17₹18,733
28 Feb 18₹22,388
28 Feb 19₹16,767

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Mar 19

DurationReturns
1 Month 19%
3 Month 7.8%
6 Month 2.1%
1 Year -8.7%
3 Year 8.8%
5 Year 11.8%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
2014 73.9%
2013 -14.4%
2012 35.4%
2011 -36.2%
2010 15.2%
2009 95.6%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivas Ravuri10 Mar 0810.9 Yr.
Amar Kalkundrikar10 Jan 190.06 Yr.

Data below for HDFC Infrastructure Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials36.2%
Financial Services29.67%
Utility9.85%
Basic Materials8.91%
Technology4.63%
Energy3.74%
Consumer Cyclical2.77%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹70 Cr2,010,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN
8%₹65 Cr2,413,050
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
8%₹63 Cr484,550
CESC Ltd (Utilities)
Equity, Since 30 Nov 12 | 500084
5%₹37 Cr554,416
JMC Projects (India) Ltd (Industrials)
Equity, Since 31 Oct 18 | 522263
4%₹34 Cr3,571,985
Collateralised Borrowing & Lending Obligation
CBLO | -
4%₹34 Cr
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
4%₹32 Cr2,262,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 18 | 500547
4%₹29 Cr868,500
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 08 | 532134
3%₹27 Cr2,647,070
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 14 | 533326
3%₹26 Cr4,422,182

2. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 5.4% since its launch.  Ranked 1 in Sectoral category.  Return for 2018 was -25.9% , 2017 was 58.7% and 2016 was 10.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (19 Mar 19) ₹15.22 ↑ 0.11   (0.73 %)
Net Assets (Cr) ₹847 on 28 Feb 19
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.58
Sharpe Ratio -1.75
Information Ratio 0.37
Alpha Ratio -15.42
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹16,022
29 Feb 16₹12,497
28 Feb 17₹19,258
28 Feb 18₹25,314
28 Feb 19₹18,258

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Mar 19

DurationReturns
1 Month 17.9%
3 Month 3.9%
6 Month -3.6%
1 Year -14.3%
3 Year 14.8%
5 Year 14.1%
10 Year
15 Year
Since launch 5.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
2014 43.2%
2013 -10.8%
2012 10%
2011
2010
2009
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Rajendra Mishra27 Jun 135.6 Yr.

Data below for IDFC Infrastructure Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials59.14%
Utility17.93%
Basic Materials11.96%
Energy3.56%
Technology1.61%
Consumer Cyclical1.4%
Asset Allocation
Asset ClassValue
Cash4.39%
Equity95.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
8%₹68 Cr525,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 17 | 532555
6%₹52 Cr3,691,171
↑ 891,171
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 13 | 532921
6%₹50 Cr1,520,000
Container Corporation of India Ltd (Industrials)
Equity, Since 28 Feb 18 | 531344
5%₹44 Cr937,500
Triparty Repo
CBLO/Reverse Repo | -
5%₹40 Cr
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
4%₹33 Cr85,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 19 | RELIANCE
4%₹30 Cr245,000
NCC Ltd (Industrials)
Equity, Since 31 Oct 17 | NCC
3%₹29 Cr3,358,818
Engineers India Ltd (Industrials)
Equity, Since 31 Aug 15 | 532178
3%₹28 Cr2,626,256
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
3%₹25 Cr1,961,887

3. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 12 in Sectoral category.  Return for 2018 was -17.2% , 2017 was 47% and 2016 was 4.1% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (19 Mar 19) ₹90.907 ↑ 0.59   (0.66 %)
Net Assets (Cr) ₹1,066 on 28 Feb 19
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio -1.17
Information Ratio -0.44
Alpha Ratio -20.58
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.

DateValue
28 Feb 14₹10,000
28 Feb 15₹18,158
29 Feb 16₹14,118
28 Feb 17₹20,046
28 Feb 18₹24,821
28 Feb 19₹20,582

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Mar 19

DurationReturns
1 Month 16.8%
3 Month 4.9%
6 Month 4.4%
1 Year -3.1%
3 Year 13.9%
5 Year 16.2%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
2014 61.3%
2013 -9.1%
2012 36.6%
2011 -32.7%
2010 13.8%
2009 76%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 108.62 Yr.
Jay Kothari16 Mar 180.88 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials37.5%
Financial Services27.15%
Basic Materials16.15%
Utility10.14%
Energy2.85%
Communication Services1.49%
Technology1.38%
Consumer Cyclical1.18%
Asset Allocation
Asset ClassValue
Cash2.16%
Equity97.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
10%₹103 Cr2,938,111
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
7%₹76 Cr590,765
↑ 9,019
State Bank of India (Financial Services)
Equity, Since 30 Sep 12 | SBIN
6%₹63 Cr2,326,411
↓ -155,673
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
4%₹48 Cr228,889
↓ -7,754
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹40 Cr569,587
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
3%₹30 Cr2,152,731
↑ 78,892
KNR Constructions Ltd (Industrials)
Equity, Since 30 Jun 14 | 532942
2%₹26 Cr1,311,120
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Jul 18 | 500425
2%₹24 Cr1,136,677
Ashoka Buildcon Ltd (Industrials)
Equity, Since 31 Oct 10 | 533271
2%₹24 Cr1,991,148
↓ -70,247
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
2%₹22 Cr225,655
↓ -20,942

4. Aditya Birla Sun Life Infrastructure Fund

An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.

Aditya Birla Sun Life Infrastructure Fund is a Equity - Sectoral fund was launched on 17 Mar 06. It is a fund with High risk and has given a CAGR/Annualized return of 9.4% since its launch.  Ranked 17 in Sectoral category.  Return for 2018 was -22.1% , 2017 was 52.7% and 2016 was 1.6% .

Below is the key information for Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Infrastructure Fund
Growth
Launch Date 17 Mar 06
NAV (19 Mar 19) ₹32.13 ↑ 0.30   (0.94 %)
Net Assets (Cr) ₹553 on 28 Feb 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.92
Sharpe Ratio -1.36
Information Ratio 0.09
Alpha Ratio -8.37
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.

DateValue
28 Feb 14₹10,000
28 Feb 15₹18,290
29 Feb 16₹14,242
28 Feb 17₹20,040
28 Feb 18₹24,909
28 Feb 19₹19,650

Aditya Birla Sun Life Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Aditya Birla Sun Life Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Mar 19

DurationReturns
1 Month 16.7%
3 Month 3.5%
6 Month -0.7%
1 Year -8.1%
3 Year 12%
5 Year 14.5%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -22.1%
2017 52.7%
2016 1.6%
2015 -1.4%
2014 67.6%
2013 -3.6%
2012 35.2%
2011 -35%
2010 9.7%
2009 97.4%
Fund Manager information for Aditya Birla Sun Life Infrastructure Fund
NameSinceTenure
Vineet Maloo23 May 162.69 Yr.

Data below for Aditya Birla Sun Life Infrastructure Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials40.57%
Basic Materials26.38%
Utility15.95%
Financial Services10.18%
Technology2.47%
Consumer Cyclical2.15%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity97.7%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 12 | 517174
7%₹40 Cr18,500
↓ -1,570
Carborundum Universal Ltd (Basic Materials)
Equity, Since 31 Jul 16 | 513375
5%₹28 Cr758,200
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
4%₹23 Cr772,000
↓ -93,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 17 | 532555
4%₹21 Cr1,483,000
↑ 600,000
Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 17 | BEL
4%₹20 Cr2,428,000
↑ 550,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 Mar 17 | PNCINFRA
3%₹19 Cr1,465,070
Coal India Ltd (Basic Materials)
Equity, Since 31 Oct 18 | COALINDIA
3%₹16 Cr711,000
↑ 300,000
Tata Steel Ltd (Basic Materials)
Equity, Since 28 Feb 18 | TATASTEEL
3%₹15 Cr300,000
Orient Refractories Ltd (Industrials)
Equity, Since 30 Apr 14 | 534076
3%₹14 Cr667,200
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
2%₹14 Cr65,000

5. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 1 in Small Cap category.  Return for 2018 was -22.6% , 2017 was 56.7% and 2016 was 9.7% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (19 Mar 19) ₹35.1759 ↑ 0.08   (0.23 %)
Net Assets (Cr) ₹2,116 on 28 Feb 19
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.63
Sharpe Ratio -1.56
Information Ratio 0.25
Alpha Ratio -6.54
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.

DateValue
28 Feb 14₹10,000
28 Feb 15₹17,863
29 Feb 16₹15,806
28 Feb 17₹23,946
28 Feb 18₹30,872
28 Feb 19₹23,467

Aditya Birla Sun Life Small Cap Fund SIP Returns

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

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Mar 19

DurationReturns
1 Month 16.4%
3 Month 2.6%
6 Month -5.6%
1 Year -12.2%
3 Year 14.6%
5 Year 19.9%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
2011 -23.3%
2010 19.2%
2009 107.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Jayesh Gandhi15 Dec 144.13 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services18.89%
Consumer Cyclical17.84%
Industrials17.71%
Technology14.94%
Basic Materials12.21%
Utility4.5%
Health Care2.82%
Consumer Defensive2.12%
Energy1.62%
Asset Allocation
Asset ClassValue
Cash7.35%
Equity92.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
7%₹159 Cr
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
4%₹82 Cr4,500,000
↑ 50,000
KEC International Ltd (Utilities)
Equity, Since 30 Sep 15 | 532714
3%₹65 Cr2,480,000
↑ 130,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 15 | PNCINFRA
3%₹59 Cr4,600,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
3%₹55 Cr2,344,500
↑ 262,500
Mahindra CIE Automotive Ltd (Consumer Cyclical)
Equity, Since 29 Feb 16 | 532756
2%₹52 Cr2,250,000
↑ 81,500
IRB Infrastructure Developers Ltd (Industrials)
Equity, Since 30 Nov 14 | 532947
2%₹52 Cr3,850,000
Cyient Ltd (Technology)
Equity, Since 30 Jun 14 | CYIENT
2%₹52 Cr803,500
↑ 3,500
INOX Leisure Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | 532706
2%₹51 Cr1,823,000
↑ 23,000
Minda Corp Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | MINDACORP
2%₹46 Cr3,122,000
↓ -226,000

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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.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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