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Mutual Funds has been gaining a lot of popularity in India since past few years. Its profitable returns and affordability are attracting many people to invest. But, when planning to invest in Mutual Funds, most people think that a good Mutual Fund company can give a guaranteed return. This is not actually the fact. While a good brand name, can be one of the parameters to invest, but there are many other various factors that decide the Best Performing Mutual Funds to invest in.
Factors like AUM, the expertise of the fund manager, fund age, stared funds with the AMCs, past performances, etc., play an equal role in choosing the ultimate fund to invest. Keeping such parameters in mind, we have shortlisted the top 15 Mutual Fund houses in India, along with some of the best Mutual Fund schemes by the respective AMCs.
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Following are the Best Mutual Fund Companies in India-
Note: All the funds shown below are having Net Assets of 500 Crore
or more.
SBI Mutual Fund is one of the well-recognised company in India. The company is present in the Indian Mutual Fund industry for more than three decades now. The AMC offers schemes across various categories of funds to cater the diverse requirements of the individuals. Investors who wish to invest in SBI Mutual Fund schemes, here are some of the top funds that you can choose as per your investment needs & objectives.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Small Cap Fund Growth ₹181.057
↑ 1.48 ₹30,836 500 12.7 24.4 40.9 23.7 29.7 25.3 SBI Debt Hybrid Fund Growth ₹68.8056
↑ 0.15 ₹10,088 500 5.2 8.7 14.7 10.7 11.7 12.2 SBI Magnum COMMA Fund Growth ₹103.523
↑ 1.26 ₹620 500 5.1 14.5 44.8 14.7 23.8 32.3 SBI Consumption Opportunities Fund Growth ₹326.669
↑ 2.47 ₹2,405 500 13.9 21.5 38.4 27 25.2 29.9 SBI Large and Midcap Fund Growth ₹592.074
↓ -0.56 ₹25,629 500 11.3 18.6 33.7 20.3 22.6 26.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
HDFC Mutual Fund is one of the most well-known AMCs in India. It launched its first scheme in 2000 and since then, the fund house has been showing a promising growth. Over the years, HDFC MF has won the trust of several investors and has placed itself amongst the top performers in India. Investors who are keen to invest in HDFC Mutual Fund, here are some of the best schemes to choose.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Corporate Bond Fund Growth ₹30.107
↑ 0.03 ₹29,024 300 2.2 4.4 7.7 5.8 6.9 7.2 HDFC Banking and PSU Debt Fund Growth ₹21.3369
↑ 0.02 ₹6,013 300 2.2 4 7.2 5.4 6.6 6.8 HDFC Balanced Advantage Fund Growth ₹507.304
↑ 4.51 ₹89,903 300 8.2 15.3 38.6 24.2 20.7 31.3 HDFC Small Cap Fund Growth ₹138.035
↑ 1.53 ₹31,523 300 8.8 15.7 38.1 25 28.4 44.8 HDFC Equity Savings Fund Growth ₹63.264
↑ 0.33 ₹4,620 300 4.1 8.3 17.2 10.9 11.4 13.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Launched in the year 1993, ICICI Mutual Fund is one of the biggest Asset Management Companies in the country. The fund house offers a broad spectrum of solutions for both corporate and retail investments. ICICI Mutual Fund Company has been maintaining a strong customer base by delivering satisfying product solutions and innovative schemes. There are various Mutual Fund schemes offered by the AMC like equity, debt, hybrid, ELSS, liquid, etc. Here are a few top performing schemes of ICICI MF that you could prefer Investing in.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Nifty Next 50 Index Fund Growth ₹64.5559
↑ 1.06 ₹5,845 100 13.4 33.1 62.5 22.5 22.2 26.3 ICICI Prudential Banking and Financial Services Fund Growth ₹120.75
↑ 1.08 ₹7,671 100 8.7 16.4 18.8 13.1 13.4 17.9 ICICI Prudential MIP 25 Growth ₹70.517
↑ 0.24 ₹3,355 100 4.2 8 14.3 10.1 10.2 11.4 ICICI Prudential Long Term Plan Growth ₹34.1496
↑ 0.03 ₹12,633 100 2.5 4 7.6 6.2 7.3 7.6 ICICI Prudential Bluechip Fund Growth ₹107.5
↑ 1.51 ₹59,364 100 9.1 18.1 37.8 21.7 20.7 27.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Since its launch in the year 1995, Reliance Mutual Fund has been one of the fastest growing Mutual Fund company in the country. The fund house has an impressive track record of consistent returns. Reliance Mutual Fund offers a variety of schemes that can cater to the diverse needs of the investors. Investors can choose funds as per their investment objectives and invest according to their risk appetite.
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Birla Sun Life Mutual Fund offers solutions that can help investors achieve their financial success. The fund house specializes in various investment objectives like tax savings, personal savings, wealth creation, etc. They offer a bundle of Mutual Fund schemes like equity, debt, hybrid, ELSS, Liquid Funds, etc. The AMC is always known for its consistent performance. So, investors can prefer adding the schemes of BSL Mutual Fund in their portfolio to earn optimal returns.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹89.6214
↑ 0.70 ₹5,169 1,000 13.8 21 42.9 18.9 23.4 39.4 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,489.6
↑ 16.79 ₹7,842 100 9.7 16.3 28.1 13.5 15.1 21.3 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹55.81
↑ 0.73 ₹3,278 1,000 4.5 12 17.5 14.6 14.8 21.7 Aditya Birla Sun Life Regular Savings Fund Growth ₹62.0661
↑ 0.26 ₹1,397 500 4.2 7.1 11.3 8.7 9.6 9.6 Aditya Birla Sun Life Corporate Bond Fund Growth ₹104.422
↑ 0.07 ₹20,301 100 2.4 4.3 7.8 6 7.1 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
DSPBR is the largest listed AMC in the world. It offers a variety of Mutual Fund schemes to cater the diverse investment needs of the investors. It has a performance record of more than two decades in investment excellence. Here are some of the best performing DSPBR Mutual Fund schemes that you can consider while investing.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) DSP BlackRock Equity Opportunities Fund Growth ₹618.405
↑ 10.00 ₹13,093 500 15.3 26 48.7 20.8 23.6 32.5 DSP BlackRock Natural Resources and New Energy Fund Growth ₹92.698
↓ -0.05 ₹1,214 500 5.5 22.7 47.5 22.1 25.3 31.2 DSP BlackRock US Flexible Equity Fund Growth ₹53.0475
↓ -0.81 ₹909 500 5.4 6.6 15.3 9.3 16.1 22 DSP BlackRock India T.I.G.E.R Fund Growth ₹337.118
↑ 4.85 ₹4,896 500 14.9 33.7 69.2 35.5 30.1 49 DSP BlackRock Tax Saver Fund Growth ₹138.15
↑ 2.17 ₹16,284 500 15.4 25.1 46.4 21.3 23.7 30 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Franklin Templeton Mutual Fund is present in the Indian Mutual Fund industry since over two decades now. Over the years, the company has gained an immense trust amongst investors. Franklin Templeton focuses on various factors such as long-term growth, short-term Market fluctuations, cash flows, revenues, etc. Investors can choose from a host of options like equities, debt, hybrid, ELSS, liquid funds, etc., according to their investment needs.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Franklin Build India Fund Growth ₹145.509
↑ 1.84 ₹2,738 500 11.6 27.5 67.8 34.4 28.8 51.1 Franklin India Smaller Companies Fund Growth ₹183.78
↑ 1.45 ₹14,023 500 14.5 23.2 55.3 30.1 30.1 52.1 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹65.1675
↑ 0.58 ₹3,558 500 5.6 9.6 24.2 2.8 14.5 37.9 Franklin India Opportunities Fund Growth ₹245.887
↓ -0.28 ₹4,576 500 14.9 30.7 67.9 30.1 28.1 53.6 Franklin India Prima Fund Growth ₹2,695.04
↑ 29.02 ₹12,015 500 17.8 27.2 53.4 23.2 24.2 36.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Since its launch in the year 1998, Kotak Mutual Fund has grown into one of the well-known AMCs in India. The company offers a variety of Mutual Fund schemes to cater the diverse requirements of the investors. Some of the categories of the Mutual Fund includes equity, debt, hybrid, liquid, ELSS and so on. Investors can plan their investments and refer to these top-performing schemes by Kotak Mutual Fund.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Kotak Equity Opportunities Fund Growth ₹340.21
↑ 6.40 ₹24,055 1,000 10.7 24.7 41.7 22.3 23.7 29.3 Kotak Standard Multicap Fund Growth ₹83.207
↑ 1.53 ₹51,094 500 10.3 21.2 36.1 18.2 18.9 24.2 Kotak Infrastructure & Economic Reform Fund Growth ₹71.671
↑ 1.41 ₹2,273 1,000 16.6 34.1 57.5 34.2 29.1 37.3 Kotak Emerging Equity Scheme Growth ₹131.337
↑ 2.63 ₹49,023 1,000 19.8 29.9 49.2 24.4 28.7 31.5 Kotak Asset Allocator Fund - FOF Growth ₹215.949
↓ -0.80 ₹1,517 1,000 7.1 15.2 28.5 19.3 21.3 23.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
IDFC Mutual Fund came into being in the year 1997. Since its launch, the firm has gained popularity among Indian investors. To cater to the diverse investment needs of the investors, the company offers various types of Mutual Fund schemes. Investors can invest in Equity Funds, Debt fund, Hybrid Fund, liquid funds, etc., as per their investment objective & risk appetite. Following are some of the best schemes offered by IDFC Mutual Fund.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDFC Infrastructure Fund Growth ₹56.415
↑ 0.85 ₹1,592 100 19 40.6 81.5 34.6 31.3 50.3 IDFC Tax Advantage (ELSS) Fund Growth ₹155.626
↑ 2.22 ₹6,856 500 9.2 17.2 32.4 20.4 23.8 28.3 IDFC Core Equity Fund Growth ₹130.934
↑ 1.86 ₹5,360 100 12.6 25.2 54.3 25.7 24.7 36.2 IDFC Focused Equity Fund Growth ₹79.365
↑ 1.00 ₹1,641 100 7.1 14.6 31.6 16 18.1 31.3 IDFC Low Duration Fund Growth ₹36.0117
↑ 0.01 ₹5,655 100 1.8 3.7 7 5.5 5.8 6.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Tata Mutual Fund has been operating in India for more than two decades. Tata Mutual Fund is one of the well-reputed fund houses in India. The fund house has been able to win the trust of millions of customers with its consistent performances top-notch service. Tata Mutual Fund offers various categories such as equity, debt, hybrid, liquid & ELSS, investors can invest as per their investment needs & objectives.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Tata Equity PE Fund Growth ₹363.862
↑ 6.12 ₹8,484 150 12.7 24.1 47.5 25.9 22.8 37 Tata Retirement Savings Fund - Progressive Growth ₹65.6616
↑ 0.87 ₹2,003 150 13.2 21.1 37.2 16.6 18.2 29 Tata India Tax Savings Fund Growth ₹44.0324
↑ 0.66 ₹4,551 500 11.2 19.1 32.5 19.7 19.6 24 Tata Retirement Savings Fund-Moderate Growth ₹63.2931
↑ 0.72 ₹2,107 150 11.5 18.5 31.1 15.4 16.8 25.3 Tata Liquid Fund Growth ₹3,856.88
↑ 0.65 ₹25,804 500 1.7 3.7 7.3 5.8 5.2 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Invesco Mutual Fund was established in the year 2006, and since then it has been delivering profitable returns to the investors. Investors can achieve their various investment goals by investing in different schemes offered by the fund house. Invesco Mutual Fund aims to provide an excellent growth in the Capital invested by the investors.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Invesco India Growth Opportunities Fund Growth ₹90.53
↑ 1.20 ₹5,841 100 14 25.7 51.9 21.8 22.4 31.6 Invesco India Contra Fund Growth ₹131.56
↑ 2.04 ₹16,188 500 13.8 25.3 47 21.9 23.4 28.8 Invesco India Financial Services Fund Growth ₹122.94
↑ 1.16 ₹909 100 6.3 16.5 32 17.4 17 26 Invesco India Liquid Fund Growth ₹3,365.36
↑ 0.58 ₹8,802 500 1.8 3.7 7.3 5.8 5.2 7 Invesco India PSU Equity Fund Growth ₹68.85
↑ 1.09 ₹1,363 500 15 36.9 84.6 39.3 31.8 54.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Principal Mutual Fund offers a diverse range of innovative financial solutions for both retail and institutional investors. The fund house constantly aims to bring innovative schemes in order to satisfy the diverse needs of the customer. Principal Mutual Fund uses a strict risk-management policy and appropriate research techniques to support its investment decisions.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 100 2.9 13.6 38.9 21.9 19.2 Principal Hybrid Equity Fund Growth ₹157.769
↑ 1.81 ₹4,979 100 8.5 15.1 27 14.9 16.1 16.8 Principal Cash Management Fund Growth ₹2,161.34
↑ 0.39 ₹6,130 2,000 1.7 3.7 7.3 5.8 5.1 7 Principal Multi Cap Growth Fund Growth ₹375.579
↑ 5.59 ₹2,725 100 11.9 17.8 39.9 20.5 22.3 31.1 Principal Tax Savings Fund Growth ₹499.22
↑ 6.57 ₹1,355 500 8.1 18.9 30 18.6 20 24.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21
Sundaram Mutual Fund is one of the renowned AMCs in India. The AMC helps in achieving the desired goals of the investors by Offering them various Mutual Fund schemes. Investors can choose a fund from the host of schemes like equity, debt, hybrid, ELSS, liquid funds, etc. Some of the best performing schemes offered by Sundaram Mutual Fund are as follows.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sundaram Rural and Consumption Fund Growth ₹96.9047
↑ 1.17 ₹1,495 100 14.3 19.9 36.6 20.6 19.9 30.2 Sundaram Mid Cap Fund Growth ₹1,327
↑ 19.23 ₹11,821 100 15.6 24.2 54 25.6 25 40.4 Sundaram Diversified Equity Fund Growth ₹218.152
↑ 2.85 ₹1,649 250 9.6 16.4 25.5 16.9 17.7 23.3 Sundaram Corporate Bond Fund Growth ₹37.1601
↑ 0.04 ₹707 250 2.2 3.9 7.1 5.2 6.7 6.3 Sundaram Large and Mid Cap Fund Growth ₹84.9311
↑ 1.43 ₹6,859 100 11.4 20.4 36.3 19 20.5 26.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
L&T Mutual Fund follows a disciplined approach to investment and risk management. The company emphasizes to deliver a superior long-term risk-adjusted performance. The AMC was launched in the year 1997 and since it has gained an immense trust amongst its investors. Investors can choose schemes from a host of options like equity, debt, hybrid funds, etc. Some of the best performing schemes are:
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T India Value Fund Growth ₹109.518
↑ 1.55 ₹13,358 500 13.2 25 54.1 26.9 25.7 39.4 L&T Emerging Businesses Fund Growth ₹86.1043
↑ 0.99 ₹16,397 500 14 21.1 49 29.2 30.9 46.1 L&T Midcap Fund Growth ₹379.298
↑ 5.15 ₹11,418 500 13.8 27.9 58.3 23.6 24.9 40 L&T Business Cycles Fund Growth ₹42.0927
↑ 0.56 ₹925 500 12.9 28.6 47.8 25.3 23 31.3 L&T Tax Advantage Fund Growth ₹131.402
↑ 2.25 ₹4,257 500 13.2 25.3 44.6 20 20.2 28.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
UTI Mutual Fund aims to accomplish the desired investment goals of the investors. It helps investors in in building long-term wealth for their future. The fund house offers various types of Mutual Fund schemes like equity, debt, hybrid, etc., investors can choose & invest in the schemes as per their needs.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) UTI Banking & PSU Debt Fund Growth ₹20.3535
↑ 0.02 ₹840 500 2.1 3.8 7 7.6 6.9 6.7 UTI Regular Savings Fund Growth ₹65.2326
↑ 0.30 ₹1,617 500 5.7 8.9 14.9 10.4 10 11.3 UTI Gilt Fund Growth ₹58.5713
↑ 0.04 ₹643 500 3.1 4.9 8 5.6 5.9 6.7 UTI Money Market Fund Growth ₹2,873.78
↑ 0.53 ₹16,267 500 1.8 3.9 7.6 6.1 5.9 7.4 UTI Short Term Income Fund Growth ₹29.4281
↑ 0.01 ₹2,572 500 2 4 7.2 7.2 7.6 6.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24