Best Performing Mutual Funds

Mutual funds are very popular among financial enthusiasts these days as they help in enhancing and building their wealth extensively. A mutual fund is an investment scheme that is professionally managed and it is coordinated by an asset management company (AMC). The AMC brings several individuals together and helps them in investing their funds in a wide range of securities such as bonds, stocks, etc. People with minimal and high financial knowledge are increasingly investing their money in mutual funds.

When we discuss a mutual fund’s performance, we need to understand that it is always expressed according to its overall returns. This refers to the aggregate of the change in the net asset value (NAV) of a mutual fund, its capital gains distributions, and its dividends. This is assessed over a fixed period of time.

Top 10 Mutual Funds
Top 10 Mutual Funds

We have compiled a list of the best performing mutual funds in India according to different categories of mutual funds. This will help you get a clear understanding of the performance of each type of fund. Accordingly, you can select a fund to invest your money in.

Top Performing Equity Funds

As on 26 November 2018, below are the top 10 Equity Funds in each category:

Top 10 Equity-Linked Savings Scheme

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
Quant Tax Plan - Direct - Growth 90.7329 -3.55 15.17
Quant Tax Plan - Growth 89.4499 -4.09 14.91
Motilal Oswal Long Term Equity Fund - Direct - Growth 16.8799 -5.66 14.30
SBI Tax Advantage Series II - Growth 33.2536 -9.30 13.87
HDFC LT Advantage - Direct - Growth 343.0420 -2.73 13.77
JM Tax Gain - Direct - Growth 16.6790 -4.14 13.62
L&T Tax Adv - Direct - Growth 54.8210 -4.22 13.28
Aditya Birla Sun Life Tax Relief 96 - Direct - Growth 31.3900 1.94 13.28
IDFC Tax Advantage (ELSS) Direct - Growth 56.3500 -5.43 13.27
Principal Tax Savings Fund - Direct 203.6800 -7.81 13.02

Top 10 Large Cap Funds

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
JM Core 11 - Direct - Growth 8.7656 -5.52 15.46
JM Core 11 - Growth 8.1976 -6.36 13.98
Reliance Large Cap - Direct - Growth 34.1882 0.89 12.84
ICICI Pru Nifty Next 50 Index - Direct - Growth 24.7265 -8.14 12.67
ICICI Prudential Bluechip Fund - Direct - Growth 41.6700 0.07 12.60
ICICI Pru Bluechip Inst I - Growth 43.4400 0.07 12.60
Axis Bluechip - Direct - Growth 27.7400 6.77 12.55
ICICI Pru Value Series 5 - Direct - Growth 15.4700 -0.32 12.52
IDBI Nifty Junior Index - Direct - Growth 21.6268 -8.28 12.45
Canara Robeco Bluechip Equity Fund - Direct - Growth 24.0300 3.58 11.76

Top 10 Mid Cap Funds

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
L&T Midcap - Direct - Growth 136.0900 -9.99 14.42
L&T Midcap Fund - Growth 129.7500 -10.77 13.45
Invesco India Mid Cap Fund - Direct - Growth 50.9700 -2.17 12.95
DSP Midcap - Direct - Growth 52.5460 -8.02 12.44
Kotak Emerging Equity - Direct - Growth 38.2200 -9.65 12.29
HDFC Mid Cap Opportunities - Direct - Growth 54.0590 -9.70 12.26
Axis Midcap - Direct - Growth 35.9800 3.69 11.59
DSP Midcap - Regular - Growth 50.6450 -8.74 11.53
Taurus Discovery (Midcap) - Direct - Growth 42.1900 -6.37 11.22
Franklin India Prima - Direct - Growth 946.4908 -6.84 11.08

Top 10 Small Cap Funds

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
HDFC Small Cap Fund - Direct - Growth 44.5470 -1.02 17.99
L&T Emerging Businesses - Direct - Growth 25.1340 -9.91 17.92
L&T Emerging Businesses Fund - Growth 24.3010 -10.68 17.01
HDFC Small Cap Fund - Regular - Growth 41.8270 -2.48 16.46
Reliance Small Cap Fund - Direct - Growth 41.7170 -8.57 14.91
Reliance Small Cap Fund - Growth 39.4257 -9.67 13.59
Aditya Birla Sun Life Small Cap - Direct - Growth 35.2752 -20.24 11.38
Franklin India Smaller Companies - Direct - Growth 54.9930 -13.15 10.76
Aditya Birla Sun Life Small Cap - Growth 33.3714 -21.21 10.21
Kotak Small Cap - Direct - Growth 72.6310 -13.35 10.08

Top Performing Debt Funds

The best performing debt funds have been listed below:

Top 10 Dynamic Bond Fund

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
Franklin India Dynamic Accrual - Direct - Growth 66.8134 7.19 9.36
ICICI Pru All Seasons Bond - Direct - Growth 22.8945 4.95 9.27
Kotak Dynamic Bond Fund - Direct - Growth 23.9123 5.29 8.79
ICICI Pru All Seasons Bond Ret - Growth 42.3187 4.28 8.56
ICICI Pru All Seasons Bond Prem - Growth 22.0972 4.28 8.56
DHFL Pramerica Dynamic Bond - Direct - Growth 1786.1045 4.36 8.50
ICICI Pru All Seasons Bond - Growth 22.2256 4.18 8.49
JM Dynamic Debt - Direct - Growth 28.9631 7.84 8.42
Franklin India Dynamic Accrual - Growth 63.7463 6.20 8.38
Baroda Pioneer Dynamic Bond - Direct - Growth 17.7397 5.12 8.29

Top 10 Low Duration Fund

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
Franklin India Low Duration - Direct - Growth 21.3193 7.83 8.99
Franklin India Low Duration - Growth 20.9332 7.45 8.62
Kotak Low Duration - Direct - Growth 2294.9944 7.44 8.54
L&T Low Duration - Direct - Growth 19.7373 6.20 8.42
DHFL Pramerica Low Duration - Direct - Growth 25.5606 7.30 8.34
Baroda Pioneer Treasury Adv. - Direct - Growth 2153.2607 6.78 8.20
Aditya Birla Sun Life Low Duration - Direct - Growth 456.7751 7.27 8.07
L&T Low Duration - Growth 19.3728 5.72 8.02
LIC MF Savings - Direct - Growth 28.8959 7.17 7.95
ICICI Pru Savings - Direct - Growth 349.5800 6.79 7.85

Top 10 Short Duration Fund

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
Franklin India ST Income - Direct - Growth 4001.6538 7.37 8.76
Baroda Pioneer Short Term Bond - Direct - Growth 19.9056 6.97 8.62
Franklin India ST Income Inst - Growth 3152.0331 7.00 8.41
Indiabulls Short Term - Direct - Growth 1589.1344 7.21 8.26
DSP Short Term - Direct - Growth 31.6391 5.17 7.44
Aditya Birla Sun Life Short Term Opportunities - Direct - Growth 30.9248 5.78 8.26
ICICI Pru Short Term - Direct - Growth 38.7297 5.44 8.23
DHFL Pramerica Short maturity - Direct - Growth 34.3291 5.47 8.21
BOI AXA Short Term Income - Direct - Growth 20.6338 5.69 8.13
Franklin India ST Income Ret - Growth 3822.8746 6.59 7.99

Top performing Hybrid Funds

The best performing hybrid fund have been listed below:

Top 10 Dynamic Asset Allocation Funds

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
Aditya Birla Sun Life Balanced Advantage - Direct - Growth 53.1000 1.24 12.23
Aditya Birla Sun Life Balanced Advantage - Growth 50.4900 0.02 11.19
HDFC Balanced Advantage Fund - Direct - Growth 189.9900 -4.36 11.02
SBI Dynamic Asset Allocation - Direct - Growth 13.3366 10.18 10.51
Reliance Balanced Advantage - Direct - Growth 88.5379 1.26 10.42
HSBC Dynamic Asset Allocation - Direct - Growth 18.1626 0.79 10.26
ICICI Prudential Balanced Advantage - Direct - Growth 35.9000 2.92 10.07
HDFC Balanced Advantage - Growth 183.2820 -5.51 9.82
SBI Dynamic Asset Allocation - Regular - Growth 13.0024 8.73 9.73
Invesco India Dynamic Equity - Direct - Growth 29.3800 -3.51 9.71

Top 10 Multi-Asset Allocation Funds

Name of the Scheme NAV 1-Year Return (%) 3-Years Return (%)
ICICI Pru Multi Asset Inst - Growth 25.0960 -1.01 12.94
ICICI Pru Multi Asset - Direct - Growth 266.0936 -1.01 12.94
ICICI Pru Multi Asset - Growth 253.1990 -2.09 11.89
Aditya Birla Sun Life Financial Planning FoF Aggressive - Direct - Growth 22.2629 -1.80 10.10
HDFC Dynamic PE Ratio Fund of Funds - Direct - Growth 18.4463 -2.99 9.92
HSBC Managed Solutions India Moderate - Direct - Growth 16.2363 -2.46 9.53
Aditya Birla Sun Life Financial Planning FoF Aggressive - Growth 21.4360 -2.53 9.28
HSBC Managed Solutions India Moderate - Regular - Growth 16.0520 -2.70 9.26
Sundaram Multi Asset - Direct - Growth 16.6979 3.98 8.91
HDFC Dynamic PE Ratio Fund of Funds - Regular - Growth 17.5770 -3.88 8.89

Top 10 Sectoral Funds

As on 12 December 2017, the top sectoral funds are as follows:

Name of the Scheme Benchmark Index Scheme Returns (%) Scheme Returns (%)
3 Years 5 Years
DSPBR Natural Res & New Energy Fund - Regular S&P BSE Metal 25.27 22.53
L&T Infrastructure Fund - Regular Nifty Infra 22.24 22.96
IDFC Infrastructure - Regular Nifty Infra 20.02 16.77
Invesco India Infrastructure Fund Nifty Infra 12.54 19.65
Reliance Diver Power Sector Fund S&P BSE Power 15.81 14.59
SBI Infrastructure Fund - Regular Nifty Infra 15.52 14.46
Kotak Infra & Eco Reform Fund S&P BSE 100 16.46 20.90
Aditya Birla Sun Life Infrastructure Fund Nifty 50 14.20 19.44
SBI FMCG Fund - Regular S&P BSE FMCG 16.09 17.79
Canara Robeco Infrastructure Fund - Regular S&P BSE 100 15.62 18.39

Trending Mutual Funds Articles 2021

  • Types of Mutual Funds

    If you are reading this, you probably are interested in investing in mutual funds. Before you invest in one, the first thing you should know is the different types of mutual funds. Mutual funds can be classified on the basis of - structure, asset class, investment objective, speciality, and risk. Mutual funds when classified on the basis of structure can be open-ended and close-ended. When it is classified on the basis of asset class, it can be equity, debt, hybrid, or money market funds.

    Know more about the different types of mutual funds and identify the right one for yourself to invest on, here. Read More...

  • Top Equity Funds for SIP in 2021

    Wish to cultivate a disciplined approach to investing? A Systematic Investment Plan (SIP) is the best way to go about it. An SIP is one of the best tools that can help you accumulate wealth over time. With an SIP, you can become more disciplined in your savings and you can start an SIP for as low as Rs.500 a month. You also do not have to worry about timing the market and you benefit from the compounding effect. SIPs shield you from market risks and also comes with the benefit of stopping the SIP any time.

    If you want to know more about SIPs, their benefits and the best funds to invest through an SIP, read on to know more. Read More...

  • Best Dividend Paying Mutual Funds

    Wish to invest in a mutual fund but do not wish to wait long to earn profits? Opt for dividend mutual funds. These funds offer annualised payouts to investors on a regular basis. These payouts are known as ‘dividends’ and they are the profits earned by the particular mutual fund scheme and are passed on to the shareholders. An investor with a low-risk appetite and who wish to receive frequent income can invest in dividend mutual funds.

    How to dividend paying mutual funds work and what are the best dividend paying mutual funds available in the market? Read on to know more. Read More...

Products you might be Interested

Display of any trademarks, tradenames, logos and other subject matters of intellectual property belong to their respective intellectual property owners. Display of such IP along with the related product information does not imply BankBazaar's partnership with the owner of the Intellectual Property or issuer/manufacturer of such products.

reTH65gcmBgCJ7k
This Page is BLOCKED as it is using Iframes.