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  • 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 (%)

    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 2018

    • 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 2018

      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...

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    News About Mutual Funds

    • Overnight funds to be launched by fund houses for corporate investors

      Asset management companies (AMCs) are rushing to launch a category of debt mutual funds, known as overnight funds, following the defaulting of the IL&FS (Infrastructure Leasing & Financial Services). The IL&FS crisis had led to many corporate investors shifting their investments towards instruments that are more secure. New Fund Offers (NFOs) were launched by Aditya Birla Sun Life Mutual Fund and ICICI Prudential Mutual Fund in the month of October. Other fund houses such as IDFC MF, Reliance MF, DSP MF, and Kotak MF have submitted drafts for launching their NFOs to the Securities and Exchange Board of India (SEBI) and are waiting for its approval.

      On the other hand, inflows worth Rs.8,600 crore was experienced by overnight funds of UTI, HDFC, SBI, and L&T in October which is the second highest, after liquid funds, in the debt fund category. SBI received inflows of Rs.1,500 crore while HDFC recorded inflows of Rs.6,000 crore. Overnight funds are being launched by leading fund houses to encourage corporate investors to invest in them as they have low credit risk because they invest in instruments that have a 1 day maturity and also do not carry any duration risk.

      27 November 2018

    • New fund with a healthcare theme launched by DSP Mutual Fund

      With the belief that this is the right time to invest in the Indian healthcare sector, asset management firm, DSP Mutual Fund has launched a new scheme that will invest in the mentioned sector. The scheme will be known as the DSP Healthcare Fund and is an open-ended scheme that will allocate its investments in the healthcare and pharma sector. The fund will invest in equity and its related securities of firms in healthcare and pharmaceutical firms. Some portion of the investment will also be made in foreign securities.

      The NFO (New Fund Offer) will be open for subscription from 12 November 2018 to 26 November 2018. In terms of consumption, the Indian pharmaceutical market is expected to be among the top 3 in the world by the year 2030. The share of the healthcare sector in India’s GDP is predicted to grow from 1.2% to 2.5%. This growth will be driven by the focus of the healthcare segment in R&D and a reduction in the overheads. National health schemes such as Ayushman Bharat is also likely to spur growth in the healthcare segment.

      19 November 2018

    • 42% growth witnessed by SIPs of mutual funds in October

      Investments in mutual funds through the SIP (Systematic Investment Plan) route have managed to garner Rs.7,985 crore in the month of October which is an indication of a growth of 42% over the same period last year. This has been revealed by the Association of Mutual Funds in India in its recent publication. SIPs remain a preferred investment route for most retail investors due to which the inflows have continued to grow despite the volatility prevailing in the capital market. The weakening of the rupee and the rise in the prices of crude oil impact the market volatility but since SIPs have the ability to surpass the volatility, investors prefer the SIP route.

      SIPs have been able to collect total funds amounting to Rs.52,472 crore between the period April to October 2018 in the current fiscal while Rs.67,000 crore was collected in the entire 2017-18 period. The growth in the SIPs has been driven by the shift in the investment habits of investors who now prefer investing in financial assets such as mutual funds instead of traditional physical assets such as gold and real estate. A growth of 30%, 14%, and 40% has been witnessed in the retail folios, AUM (Assets Under Management), and monthly SIP contributions over the last year, respectively.

      16 November 2018

    • Airtel, Glenmark, MRF, Infosys, and Amara Raja Batteries Stocks in News

      Check out some of the top stocks for that might be in news:

      1. Bharti Airtel: The rating for Bharti Airtel has been put on review by Moody's Investors Service due to the recent downgrade caused by low levels of profitability and an expected weak cash flow.
      2. Glenmark Pharmaceuticals: This company is planning to apply for GBR 1342 for an Investigational New Drug (IND) and initiate Phase 1 clinical trial in 2019 for the treatment of multiple melanoma.
      3. MRF: MRF has witnessed a 12.29% decline in profit at Rs.263.04 crore for the quarter ended September 30, 2018, owing to the increased expenses.
      4. Infosys: Nokia and Infosys have recently joined hands to develop solutions powered by new-age technologies such as artificial intelligence (AI) and machine learning (ML).
      5. Transgene Biotek: Since SEBI was unable to unearth any adverse findings against the two promoters and a director of Transgene Biotek, the regulatory body has decided to revoke the market ban for the alleged diversion of funds raised through GDR issuance.
      6. DCM Shriram: The group has contracted around 40,000 tonnes of sugar exports so far, and is gearing up to undertake shipments of the entire quota of 92,000 tonnes that have been assigned by April-May 2019.
      7. GAIL: GAIL (India) has bought steel pipes worth Rs.1,100 crore to lay the Barauni-Guwahati gas pipeline, putting the project on fast track.

      15 November 2018

    • Liquid mutual funds may see SEBI tightening its regulations

      Liquid mutual funds are likely to see the regulations on it being tightened by the Securities and Exchange Board of India (SEBI). Around Rs.8 lakh crore worth of assets are held by liquid schemes and the proposal of SEBI to tighten the rules on them is to put a check on the market volatility following the defaulting of the Infrastructure Leasing & Financial Services (IL&FS). SEBI has plans to put a short lock-in period on the liquid fund investments which are mostly used by large firms to park their idle capital.

      The market regulator may also mandate liquid schemes to permit debt securities to segregate troubled mutual fund portfolios. The measures will be discussed by a committee appointed by the SEBI in their upcoming meeting. As per mutual fund experts, the mandatory lock-in period will reduce the volatility in flows but at the same time may lessen the popularity among institutional investors.

      14 November 2018

    • More than Rs.15,000 crore pumped by retail investors into SIPs

      As per the data revealed by the Association of Mutual Funds in India (AMFI), Systematic Investment Plans (SIPs) of mutual funds have managed to garner more than Rs.15,000 crore of investments over the last 2 months. This data is an indication that retail investors continue to invest in mutual funds despite the huge market swings. The SIP route is a prefered route of investment in mutual funds as they are less impacted by the volatility in the market over the long term. The inflows through SIPs recorded an increase of 40% in comparison to the numbers recorded last year.

      Despite the huge outflow witnessed by the mutual fund industry in September, the industry was able to catch up on the numbers in the month of October when it saw inflows that jumped by 30%. The inflows experienced in October in the equity segment have been the highest in 7 months and this is in spite of the correction that happened in the market. Equity funds saw an increase in the net inflows of around 13% in October to touch Rs.12,622 crore. These funds also saw lowest redemptions since December 2016 during the same month at Rs.10,183 crore.

      13 November 2018

    • 78% of Equity Mutual Fund Deliver Negative Returns

      Around 78% of the overall 347 equity mutual fund schemes are said to deliver negative returns over the past year. Out of these, 106 schemes delivered negative returns in excess of 10%. HSBC Infrastructure Fund was among the worst-performing funds. Infra sector funds are performing poorly in general, but HSBC’s equity schemes saw witnessed negative returns of 35.83% according to Value Research. Public Sector Unit funds are also among the poor performers along with small cap funds, over the past one year that is. All 23 schemes in the infra sector fund recorded negative returns, and the average returns were recorded at minus 18.62%.

      12 November 2018

    • Aditya Birla Sun Life Tax Relief 96 fund consistently performs its benchmark

      The Aditya Birla Sun Life Tax Relief 96 Fund is regarded as one of the top performing mutual funds with a return of 19.23% over a 10-year period. The performance of the fund over its benchmark has exceeded by 16.78% with a category average of 16.87%. Also, the fund has been able to comfortably beat the category and the index average over the last 10 years. The performance of the fund taking the 3- and 5-year time period is also noteworthy.

      The Aditya Birla Sun Life Tax Relief 96 Fund was launched on 29 March 1996 and is an equity-linked savings scheme (ELSS) benchmarked to the S&P BSE 200 Total Return Index. The minimum amount required to subscribe to the units of this scheme is Rs.500 and no exit load will apply to the scheme. The scheme is managed by Mr. Ajay Garg and he has been managing the fund for 12 years. The fund invests in a mixed portfolio comprising equities of large, mid, and small cap firms.

      2 November 2018

    • Reliance MF slashes the minimum investment amount for its gold savings scheme

      Private investment firm, Reliance Mutual Fund has made a reduction in the minimum switch-in and investment amount of the Reliance Gold Savings Fund. This was revealed by the fund house in its recent addendum. Earlier, investors had to make an initial investment of at least Rs.1,000 in the Reliance Gold Savings Fund but now with the latest addendum, investors can subscribe to the units of this fund for an amount of just Rs.100 and multiples of Re.1 thereafter. The other features of the scheme have been retained by the asset management firm.

      The Reliance Gold Savings Fund is an open-ended fund of fund (FoF) scheme that seeks to offer returns similar to the one offered by the Reliance ETF Gold BeES. The fund is managed by Ms. Payal Wadhwa Kaipunjal and the scheme came into existence on 7 March 2011. An exit load of 2% will be charged if investors exit the scheme before 1 year from unit allotment date.

      30 October 2018

    • New Investors will Drive the Future of Indian Mutual Fund Industry

      Investment research firm Morningstar India is known for its accurate operating mechanism and with the latest speech from its global chief executive, it is clear as water that new investors will be the driving force behind the magnificent and ginormous Indian mutual fund industry in the near future.

      Additionally, the global chief executive of Morningstar India, Mr. Kunal Kapoor said that instilling a mindset that functions/operates on a different level than the current one will be a bit of a challenge in the coming days, however, he stays focused on the fact that new investors are most likely to revolutionise the industry of mutual funds in India.

      In addition to this, Mr. Kapoor also said that since new investors will have a large usage experience of banking products historically, their involvement will bear fruitful results. With the concept of mutual funds, investment and risk analysis of returns have become more accessible across the world, and India is not lagging behind. A majority of the population in India believes in the idea of ‘cannot lose’, whereas the truth of the matter is that investment in multiple asset classes involves multiple types of risks and therefore their returns also vary.

      Concerning negative returns, Mr. Kapoor elaborated that a financial advisor has a major role to play in the behavior of an investor. A good financial advisor or guru should be able to hold the investor for the long term, despite negative returns.

      29 October 2018

    GST rate of 18% applicable for all financial services effective July 1, 2017.

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