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Top Ranked Mutual Funds as per Risk Appetite
While Investing, investors always look for the top ranked Mutual Funds to create a balanced portfolio and earn better returns. Selecting and adding top performing funds in the portfolio is an essential process of investing in Mutual Funds. It is also a strategic way to accomplish a specific investment objective. To make the process of investing easy & simple for investors, we have shortlisted the top ranked Mutual Funds for investors with different risk appetite. Be it risk-averse investors, low-risk takers, moderate risk takers to high-risk takers, investors can invest according to their ability to tolerate risk in the investment.
However, investors can also choose funds independently, that’s by doing a self-analysis. Here are the top parameters that investors need to consider while looking for the Best Performing Mutual Funds.
Best Mutual Funds to Invest - Selection Criteria
Investors can determine the Top Mutual Funds to invest by themselves. Do to so, you need to consider various parameters, which determines the potential of the schemes. All the top ranking Mutual Fund schemes in India hold these traits, which therefore makes them the must-have schemes in the portfolio-
Fund Performance
Investors should evaluate the fund's performances for over a period of time. It is advised to go for a scheme that consistently beats its benchmark for over 4-5 years. Moreover, one should see each period, if the fund is able to beat its benchmark.
Fund Manager
A fund manager overall plays an important role in the fund’s performance. Therefore, you should know who is the fund manager of the scheme that you wish to invest and his past track record. Investors should analyse the performance the fund that is managed by the fund manager. Top ranked Mutual Fund would mostly have the fund manager who have been consistent over his career.
Expense Ratio
Schemes that are top performers may have a low or a high expense ratio, but the schemes are worth investing. The expense ratio is the charges like management fees, operating 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 surpass other important factors such as fund performance, etc.
Asset Size
While choosing a top performing scheme, it is suggested to go for the one whose AUM (Asset Under Management) is approximately same as the category.
Investors looking for a hassle-free investment, here's the best Mutual Funds to invest in 2022. These funds have been shortlisted as per the category ranking.
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Top Ranked Mutual Funds for Risk Averse Investors
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sub Cat. Axis Liquid Fund Growth ₹2,406.62
↑ 0.40 ₹29,263 1.3 2.3 4.2 4.1 3.3 5.7% 30D 1M 1D Liquid Fund UTI Liquid Cash Plan Growth ₹3,549.72
↑ 0.56 ₹32,857 1.3 2.3 4.1 4 3.3 5.66% 28D 28D Liquid Fund Aditya Birla Sun Life Savings Fund Growth ₹449.618
↑ 0.18 ₹14,508 1.3 2.1 4.1 5.3 3.9 6.63% 5M 12D 5M 19D Ultrashort Bond DSP BlackRock Liquidity Fund Growth ₹3,089.5
↑ 0.50 ₹12,226 1.3 2.3 4.1 4 3.3 5.68% 25D 29D Liquid Fund Aditya Birla Sun Life Liquid Fund Growth ₹348.475
↑ 0.06 ₹42,493 1.3 2.3 4.1 4 3.3 5.83% 1M 10D 1M 10D Liquid Fund IDFC Cash Fund Growth ₹2,617.29
↑ 0.47 ₹12,367 1.3 2.3 4.1 3.9 3.2 5.72% 1M 13D 1M 14D Liquid Fund Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Oct 22
Top Ranked Mutual Funds for Low to Moderate Investors
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2021 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sub Cat. ICICI Prudential Short Term Fund Growth ₹48.9369
↑ 0.05 ₹15,615 2.1 2.5 3.7 6.6 3.9 6.83% 1Y 6M 4Y 11M 23D Short term Bond ICICI Prudential Corporate Bond Fund Growth ₹24.207
↑ 0.02 ₹15,495 2.1 2.4 3.6 6.5 4.1 6.87% 11M 5D 4Y 8M 19D Corporate Bond Aditya Birla Sun Life Corporate Bond Fund Growth ₹91.3218
↑ 0.10 ₹13,769 1.6 1.3 3.1 6.7 4 7.06% 1Y 5M 12D 2Y 4M 10D Corporate Bond IDFC Banking & PSU Debt Fund Growth ₹20.2701
↑ 0.01 ₹15,787 1.2 1.2 2.9 6.2 3.4 6.28% 6M 22D 7M 6D Banking & PSU Debt HDFC Short Term Debt Fund Growth ₹25.9903
↑ 0.02 ₹13,619 1.4 1.2 2.6 6.3 3.9 6.83% 1Y 9M 18D 2Y 10M 13D Short term Bond SBI Short Term Debt Fund Growth ₹26.3017
↑ 0.02 ₹13,465 1.1 0.9 2.4 5.4 2.8 6.64% 1Y 4M 28D 1Y 9M 7D Short term Bond Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22
Top Ranked Mutual Funds for Moderate to High Investors
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Sub Cat. Aditya Birla Sun Life Medium Term Plan Growth ₹30.9383
↑ 0.05 ₹1,628 17.2 17.2 23.6 10.2 7.6 7.1 Medium term Bond ICICI Prudential Medium Term Bond Fund Growth ₹36.3994
↑ 0.05 ₹6,341 1.8 1.9 3.3 7.1 6.6 5.5 Medium term Bond Axis Strategic Bond Fund Growth ₹22.5866
↑ 0.04 ₹1,690 1.5 1.3 3.1 6.7 6.5 5.2 Medium term Bond SBI Magnum Medium Duration Fund Growth ₹41.5303
↑ 0.09 ₹9,245 1.4 0.9 2.3 6.7 7 3.8 Medium term Bond ICICI Prudential Gilt Fund Growth ₹82.7925
↑ 0.13 ₹2,395 3.3 2.7 2.6 6.7 6.8 3.8 Government Bond SBI Magnum Gilt Fund Growth ₹53.1742
↑ 0.08 ₹3,670 1.7 1.9 2.8 6.2 6.7 3 Government Bond Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22
Top Ranked Mutual Funds for High Risk Investors
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Sub Cat. PGIM India Midcap Opportunities Fund Growth ₹45.01
↑ 0.96 ₹6,614 15.8 4.2 5.2 38.8 19.3 63.8 Mid Cap Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 2.9 13.6 38.9 21.9 19.2 Large & Mid Cap Nippon India Small Cap Fund Growth ₹91.1395
↑ 1.18 ₹21,655 16 4.1 10.3 35.6 18.3 74.3 Small Cap SBI Small Cap Fund Growth ₹115.13
↑ 0.99 ₹14,044 18.3 9.8 12.5 31.2 17.9 47.6 Small Cap Kotak Small Cap Fund Growth ₹166.546
↑ 1.49 ₹8,356 12.5 0.4 2.5 34.2 17.9 70.9 Small Cap Axis Mid Cap Fund Growth ₹68.6
↑ 1.22 ₹19,504 13 0.9 -1.3 22.4 17.2 39.9 Mid Cap Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22
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