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Mutual Funds off late have become a popular mode of investment, and many investors are inclining towards Investing in it. Mutual Funds don’t only offer good returns, but also gives a systematic opportunity to achieve Financial goals, which is of one the reason for their popularity in recent times. However, in order to achieve the desired investment goal or to earn good returns, investing in the right fund is important. That’s why we are here! Investors planning to invest in Mutual Funds, we bring you some of the Best Performing Mutual Funds that you need to consider while investing. These funds have been shortlisted by undertaking important parameters like AUM, NAV, past performances, peer average returns, information ratio, etc.
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Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Information Ratio Sharpe Ratio Nippon India Small Cap Fund Growth ₹89.8254
↓ -0.90 ₹23,910 5,000 100 1.3 -1.5 7.1 53.1 16.1 6.5 1.58 0.52 L&T Emerging Businesses Fund Growth ₹46.3245
↓ -0.59 ₹8,672 5,000 500 3.2 -2.2 3.7 49.4 11.8 1 0.61 -0.15 ICICI Prudential Infrastructure Fund Growth ₹99.97
↓ -1.06 ₹2,270 5,000 100 2.6 9 22 48.4 14.5 28.8 0 1.22 HDFC Small Cap Fund Growth ₹78.884
↓ -0.73 ₹14,649 5,000 300 5.1 4 10.6 48.2 12.6 4.6 0 0.57 SBI Contra Fund Growth ₹222.713
↓ -1.81 ₹8,341 5,000 500 0.2 1.9 13.1 47.3 15.1 12.8 2.07 0.88 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23 Note: Ratio's shown as on 28 Feb 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Credit Risk Fund Growth ₹10.6521
↑ 0.00 ₹161 1.2 2.4 130.3 12.5 143.1 7% 9M 10M 24D Aditya Birla Sun Life Medium Term Plan Growth ₹31.9362
↑ 0.02 ₹1,652 1.7 3.5 21.2 14 24.8 8.15% 2Y 9M 11D 4Y 3M 11D Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D UTI Dynamic Bond Fund Growth ₹26.103
↑ 0.03 ₹469 1.5 2.8 12 10.7 10.1 7.11% 2Y 11M 19D 4Y 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Multi-Asset Fund Growth ₹472.703
↓ -2.95 ₹16,450 0.1 5.4 9.4 33.7 13.5 16.8 ICICI Prudential Equity and Debt Fund Growth ₹235.64
↓ -1.53 ₹21,233 -0.4 2.2 4.9 33.3 13.7 11.7 HDFC Balanced Advantage Fund Growth ₹318.712
↓ -1.61 ₹51,042 0.2 3.7 12.2 32.1 12.4 18.8 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.05
↓ -0.26 ₹380 -1 -3.3 -1.6 32.1 9.6 -4.8 Kotak Equity Hybrid Fund Growth ₹40.364
↓ -0.22 ₹3,269 -1.7 -1.1 2.6 29 11.4 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Edelweiss Multi Asset Allocation Fund Growth ₹39.53
↓ -0.24 ₹470 -1.1 0.6 3.3 25.5 11.3 5.3 Axis Triple Advantage Fund Growth ₹27.731
↓ -0.12 ₹1,478 -4.2 -4.8 -7 19.2 8.8 -5.8 UTI Multi Asset Fund Growth ₹45.345
↓ -0.14 ₹860 1.5 1.9 3.3 18.6 6.6 4.4 DSP BlackRock World Gold Fund Growth ₹17.1458
↑ 0.43 ₹778 7.2 38.1 -9.1 14.7 9 -7.7 ICICI Prudential Regular Gold Savings Fund Growth ₹19.0842
↑ 0.20 ₹672 8.9 18.3 13.8 11.5 12.7 12.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23
Before you invest, know the basic risk and average returns of the following Mutual Fund categories:
Mutual Fund Category | Average Return | Risk | Type of Risk |
---|---|---|---|
Equity Funds | 2%-20% | High to Moderate | Volatility Risk, Performance Risk, Concentration Risk |
Debt/Bonds | 8-14% | Low to Moderate | Interest Rate Risk, Credit Risk |
Money market funds | 4%-8% | Low | Inflation Risk, Opportunity Loss |
Balanced Fund | 5-15% | Moderate | Higher exposure to Equity, Debt Holdings |
A sip calculator is a smart tool that solves major queries of investors like ‘how much to invest’, ‘how much would I earn’, ‘how much would be my profit’, etc. A mutual fund calculator, more specifically, SIP calculator pre-determines your investment amount for the tenure you would like to invest for. It is also one of the best tools for effective financial planning. Whether one wants to plan to buy a car, house, plan for retirement, a child's higher education or any other financial goal, the SIP calculator can be used for the same. Here’s how the calculator works:
Illustration:
Monthly Investment: ₹ 2,000
Investment Period: 10 years
Total Amount Invested: ₹ 2,40,000
Long-term Inflation: 5% (approx)
Long-term Growth Rate: 14% (approx)
Expected Returns as per SIP Calculator: ₹ 4,98,585
All you need to do in a SIP calculator is enter some basic inputs like investment amount and period of investing (additional inputs like inflation and expected Market returns will give a more realistic picture). The output of these entries would be the final amount at maturity and gains made.
A similar calculation with a goal in mind can also be made to determine the amount one should invest to reach the goal. You have to choose a particular goal, like the ones below, and estimate the details using the goal calculator.