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Table of Contents
- Why to Invest in Mutual Funds?
- Best Equity Mutual Funds 2025 - 2026
- Best Debt Funds 2025 - 2026
- Best Hybrid Funds 2025 - 2026
- Top 5 Gold Funds 2025 - 2026
- Best Mutual Funds Based on 1 Month Performance
- How to Invest in Best Mutual Funds Online?
- Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
Top 5 Funds
Best Performing Mutual Funds 2025 - 2026
Mutual Funds in India have grown over the years. As a result, the best performing funds in the Market keep on changing. There are various rating systems in place to judge MF schemes, such as CRISIL, Morning Star, ICRA. These systems evaluate funds based on qualitative and quantitative factors such as returns, asset size, expense ratio, Standard Deviation, etc.
The summation of all these factors leads to the rating of the best performing mutual funds in India. However, to make the process of Investing easier for investors, we have shortlisted the best performing mutual funds in India along with guidelines to choose the best fund.
Why to Invest in Mutual Funds?
Investing in mutual funds don't just hold one benefit, it comes with multiple advantages that help investors grow their money. It fulfills short-, mid- and long-term investment goals. There are various fund options you can pick to invest, right from low-risk to high-risk schemes like debt and Equity Funds.
One of the important features that draw people's attention to mutual funds is the minimum investment amount. You can start investing in a SIP in just INR 500.
Let's look at some more reasons on why you should invest in Mutual Funds:
1. Liquidity
In open-ended schemes, it is easy to buy and exit a scheme. One can sell your units at any point (it is ideally suggested when markets are high). But, when you invest in a fund, you should know the exit load charges. In mutual funds, the transaction happens a day after the fund house releases that day’s Net Asset Value (NAV).
2. Diversification
The mutual fund holds various financial instruments such as stocks, fixed Income instruments, gold, etc. Due to which, you can enjoy the benefits of diversification by investing in just one scheme. On the contrary, if individuals choose to directly invest in shares they need to research stocks of various companies before putting money.
3. Well-Regulated
The mutual fund Industry in India is well-regulated by SEBI (The Securities and Exchange Board of India). It keeps a check on the functioning of all the mutual funds. In addition, these fund houses are also transparent wherein; they need to publish their performance reports at regular intervals.
4. Expert Management
Each MF scheme is managed by a dedicated fund manager. The fund manager’s objective is to ensure that the investors earn maximum returns from the scheme by keeping a constant watch on the performance and changing the Asset Allocation timely as per the market requirements.
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Best Equity Mutual Funds 2025 - 2026
Below are the top ranked funds from difference categories of equity funds like large-, mid-, small-, multi-cap, ELSS and sectoral funds.
Top 5 Large Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹82.3234
↓ -0.73 ₹35,700 -5.5 -5.9 12.9 18.8 17.8 18.2 HDFC Top 100 Fund Growth ₹1,061.9
↓ -6.01 ₹35,975 -6.1 -6 8 15.9 16.2 11.6 ICICI Prudential Bluechip Fund Growth ₹100.72
↓ -0.66 ₹63,264 -5.9 -4.7 11.8 15.8 17.5 16.9 DSP BlackRock TOP 100 Equity Growth ₹433.915
↓ -3.63 ₹4,504 -5.5 -3.9 16.6 15.3 13.6 20.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 Mid Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Midcap 30 Fund Growth ₹97.1149
↓ -1.62 ₹26,421 -7.9 -1.3 31.4 29.5 27.8 57.1 Edelweiss Mid Cap Fund Growth ₹92.723
↓ -1.41 ₹8,666 -4.9 -0.6 25.2 23.5 26.3 38.9 PGIM India Midcap Opportunities Fund Growth ₹58.85
↓ -0.96 ₹11,285 -6.3 -5.5 12.1 11 24.6 21 SBI Magnum Mid Cap Fund Growth ₹224.552
↓ -2.40 ₹21,818 -5.5 -4 15.6 17.6 23.9 20.3 Invesco India Mid Cap Fund Growth ₹155.58
↓ -3.02 ₹6,150 -4.3 -0.8 26.4 21.7 23.9 43.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Small Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Emerging Businesses Fund Growth ₹78.3755
↓ -1.81 ₹17,386 -8.2 -8 11.8 19.9 26.5 28.5 HDFC Small Cap Fund Growth ₹128.018
↓ -2.12 ₹33,893 -5.6 -6.4 8.5 20.3 25.7 20.4 DSP BlackRock Small Cap Fund Growth ₹180.94
↓ -5.26 ₹16,634 -6.3 -6 12.4 18 25.6 25.6 Kotak Small Cap Fund Growth ₹248.469
↓ -6.85 ₹17,778 -9.2 -8.7 12.7 15.1 25.5 25.5 Franklin India Smaller Companies Fund Growth ₹161.584
↓ -3.86 ₹14,069 -8 -11.4 9.1 21.7 25.2 23.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Diversified/Multi-Cap Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Multicap Fund Growth ₹96.0909
↓ -1.48 ₹5,338 -7.2 -8.6 21.5 23.3 22.2 33.3 Nippon India Multi Cap Fund Growth ₹267.712
↓ -3.66 ₹39,385 -8.5 -7.5 16 22.9 21.7 25.8 IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 HDFC Equity Fund Growth ₹1,786.05
↓ -13.56 ₹66,344 -5.1 -3 17.3 21.8 21.4 23.5 Motilal Oswal Multicap 35 Fund Growth ₹56.3107
↓ -1.02 ₹13,162 -7.8 -0.6 23.4 18.9 15.5 45.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 (ELSS) Equity Linked Saving Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Magnum Tax Gain Fund Growth ₹409.234
↓ -3.78 ₹27,791 -5.7 -4.7 19.3 23.3 22.3 27.7 Motilal Oswal Long Term Equity Fund Growth ₹47.4551
↓ -0.96 ₹4,415 -10.2 -2.1 24.2 21.2 19.6 47.7 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 HDFC Tax Saver Fund Growth ₹1,270.34
↓ -11.63 ₹15,729 -5.8 -5 15 20.6 19.3 21.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Sector Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI PSU Fund Growth ₹29.0249
↓ -0.44 ₹4,572 -8.1 -13.8 11.6 31.3 22.6 23.5 Invesco India PSU Equity Fund Growth ₹56.38
↓ -0.83 ₹1,286 -9.7 -16.8 14.1 29.9 23.8 25.6 ICICI Prudential Infrastructure Fund Growth ₹176.04
↓ -2.15 ₹6,911 -7.3 -8.5 17.4 29.6 27.6 27.4 HDFC Infrastructure Fund Growth ₹43.283
↓ -0.60 ₹2,465 -8.1 -11.1 12.9 28.4 22.5 23 Nippon India Power and Infra Fund Growth ₹320.985
↓ -4.42 ₹7,453 -8.5 -12.9 13.2 28.1 26.1 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Value Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Value Fund Growth ₹93.3917
↓ -1.41 ₹1,085 -9.2 -11.8 10.5 22.6 21.8 25.1 L&T India Value Fund Growth ₹99.9341
↓ -1.46 ₹13,565 -6.6 -7.6 15.9 20.4 21.6 25.9 ICICI Prudential Value Discovery Fund Growth ₹432.31
↑ 0.82 ₹48,308 -4.7 -2.7 16.9 20.2 24.2 20 Nippon India Value Fund Growth ₹208.669
↓ -2.30 ₹8,564 -7.4 -5.2 14.5 20 22.1 22.3 Tata Equity PE Fund Growth ₹328.509
↓ -4.29 ₹8,592 -8.1 -7.7 13.6 19.1 18.5 21.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Focused Equity Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Focused 30 Fund Growth ₹206.662
↓ -1.47 ₹15,642 -5.1 -2.7 17.9 22.3 21.4 24 ICICI Prudential Focused Equity Fund Growth ₹80.58
↓ -0.74 ₹9,984 -7.4 -5.4 18.3 18.5 21.8 26.5 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Franklin India Focused Equity Fund Growth ₹98.5272
↓ -0.98 ₹12,044 -7.6 -7.5 10.8 14.6 17.9 19.9 DSP BlackRock Focus Fund Growth ₹49.82
↓ -0.64 ₹2,482 -7.2 -4 14 13.7 13.8 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Best Debt Funds 2025 - 2026
Below are the top ranked funds from difference categories like. Liquid, Ultra Short, Short Term, GILT, Credit Risk and Corporate Debt from Debt.
Top 5 Ultra Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹529.524
↑ 0.06 ₹16,349 1.8 3.8 7.8 6.6 7.9 7.81% 5M 23D 7M 20D ICICI Prudential Ultra Short Term Fund Growth ₹26.7905
↑ 0.00 ₹13,502 1.7 3.5 7.4 6.4 7.5 7.6% 4M 28D 5M 16D Invesco India Ultra Short Term Fund Growth ₹2,610.11
↑ 1.08 ₹1,424 1.7 3.4 7.4 6.1 7.5 7.53% 5M 4D 5M 15D SBI Magnum Ultra Short Duration Fund Growth ₹5,781.35
↑ 0.94 ₹12,178 1.7 3.5 7.4 6.3 7.4 7.54% 5M 8D 10M 2D Nippon India Ultra Short Duration Fund Growth ₹3,901.44
↑ 0.79 ₹7,695 1.7 3.4 7.2 6.2 7.2 7.72% 5M 7D 6M 9D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Short Term Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D ICICI Prudential Short Term Fund Growth ₹57.7982
↑ 0.01 ₹19,700 1.7 3.8 7.8 6.8 7.8 7.74% 2Y 3M 7D 3Y 11M 12D BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01 ₹258 0.6 1.3 4.6 6.5 5.16% 1Y 11M 26D 2Y 3M HDFC Short Term Debt Fund Growth ₹30.765
↑ 0.01 ₹14,816 1.7 4 8.3 6.5 8.3 7.61% 2Y 10M 2D 4Y 1M 13D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹45.741
↑ 0.02 ₹8,599 1.7 3.9 8 6.4 7.9 7.7% 2Y 11M 19D 4Y 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 Liquid Funds
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,821.2
↑ 0.47 ₹30,917 0.6 1.8 3.5 7.4 7.4 7.26% 1M 29D 1M 29D LIC MF Liquid Fund Growth ₹4,583.68
↑ 0.75 ₹9,444 0.6 1.7 3.5 7.4 7.4 7.02% 1M 6D 1M 6D DSP BlackRock Liquidity Fund Growth ₹3,618.33
↑ 0.61 ₹17,017 0.6 1.7 3.6 7.4 7.4 7.23% 1M 20D 1M 28D Invesco India Liquid Fund Growth ₹3,483.36
↑ 0.58 ₹11,745 0.6 1.7 3.5 7.4 7.4 7.23% 1M 20D 1M 20D ICICI Prudential Liquid Fund Growth ₹375.217
↑ 0.06 ₹49,653 0.6 1.7 3.5 7.3 7.4 7.08% 1M 6D 1M 9D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Banking and PSU Debt Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹31.4801
↓ 0.00 ₹9,860 1.7 3.7 7.9 6.7 7.9 7.58% 2Y 9M 25D 4Y 5M 8D Kotak Banking and PSU Debt fund Growth ₹62.8479
↑ 0.00 ₹5,797 1.6 3.9 8 6.3 8 7.39% 3Y 9M 11D 5Y 9M 25D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹352.42
↑ 0.06 ₹9,483 1.6 3.8 7.9 6.2 7.9 7.45% 3Y 5M 5D 4Y 6M 29D HDFC Banking and PSU Debt Fund Growth ₹22.1088
↑ 0.00 ₹5,904 1.6 3.8 7.9 6.1 7.9 7.45% 3Y 7M 17D 5Y 2M 8D IDFC Banking & PSU Debt Fund Growth ₹23.698
↑ 0.01 ₹13,369 1.6 3.7 7.6 6 7.6 7.31% 2Y 4M 17D 3Y 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Credit Risk Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Credit Risk Fund Growth ₹11.8352
↑ 0.00 ₹114 1.2 2.5 6 39.7 6 7.04% 6M 29D 8M 16D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% DSP BlackRock Credit Risk Fund Growth ₹42.1697
↑ 0.02 ₹189 1.7 3.8 7.8 11 7.8 7.99% 1Y 11M 1D 2Y 7M 6D Aditya Birla Sun Life Credit Risk Fund Growth ₹20.6475
↑ 0.01 ₹918 1.7 7 12.1 8.7 11.9 8.26% 2Y 1M 13D 3Y 4M 24D Invesco India Credit Risk Fund Growth ₹1,824.67
↑ 1.24 ₹141 1.6 3.5 7.3 7.1 7.3 7.64% 3Y 5M 12D 4Y 10M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Corporate Bond Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Corporate Bond Fund Growth ₹28.6562
↑ 0.00 ₹29,118 1.7 3.8 8 6.9 8 7.61% 2Y 4M 24D 3Y 10M 17D Aditya Birla Sun Life Corporate Bond Fund Growth ₹108.578
↑ 0.05 ₹24,979 1.7 4.1 8.6 6.8 8.5 7.51% 3Y 6M 29D 5Y 3M 11D Nippon India Prime Debt Fund Growth ₹57.5306
↑ 0.02 ₹6,566 1.6 4.1 8.4 6.7 8.4 7.42% 3Y 10M 13D 5Y 1M 13D HDFC Corporate Bond Fund Growth ₹31.2905
↑ 0.01 ₹32,374 1.6 4.1 8.6 6.5 8.6 7.47% 3Y 10M 17D 6Y 25D Kotak Corporate Bond Fund Standard Growth ₹3,622.48
↑ 1.16 ₹14,150 1.6 4.1 8.3 6.4 8.3 7.49% 3Y 3M 22D 5Y 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 GILT Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹98.6198
↑ 0.04 ₹6,811 1.7 4 8.3 7.2 8.2 6.9% 3Y 8M 19D 6Y 6M 18D SBI Magnum Gilt Fund Growth ₹63.8921
↑ 0.09 ₹11,265 1.3 3.9 9.1 7.1 8.9 6.88% 9Y 10M 10D 24Y 6M 14D DSP BlackRock Government Securities Fund Growth ₹92.8383
↑ 0.11 ₹1,782 1.1 3.9 10 6.8 10.1 7.03% 10Y 2M 26D 26Y 7M 13D Invesco India Gilt Fund Growth ₹2,753.55
↑ 4.39 ₹1,504 1.2 3.6 9.8 6.7 10 7.1% 11Y 4M 6D 29Y 10M 24D Axis Gilt Fund Growth ₹24.7228
↑ 0.04 ₹934 1.6 4.4 10.2 6.7 10 7.08% 10Y 7M 6D 27Y 3M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Best Hybrid Funds 2025 - 2026
Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.
Top 5 Balanced Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Balanced Advantage Fund Growth ₹484.893
↓ -2.77 ₹95,521 -3.4 -3.5 11.2 20.3 19 16.7 JM Equity Hybrid Fund Growth ₹115.125
↓ -1.19 ₹763 -8 -7.7 13.2 19.7 22.5 27 ICICI Prudential Multi-Asset Fund Growth ₹699.092
↑ 1.21 ₹51,027 -1.6 1.4 17.3 18.2 20.1 16.1 ICICI Prudential Equity and Debt Fund Growth ₹356.68
↓ -1.73 ₹39,770 -4.6 -3 13.1 17.6 20.2 17.2 UTI Multi Asset Fund Growth ₹69.9427
↓ -0.28 ₹4,963 -2.9 -0.1 16.5 17.2 14.6 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹115.125
↓ -1.19 ₹763 -8 -7.7 13.2 19.7 22.5 27 ICICI Prudential Equity and Debt Fund Growth ₹356.68
↓ -1.73 ₹39,770 -4.6 -3 13.1 17.6 20.2 17.2 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 UTI Hybrid Equity Fund Growth ₹381.82
↓ -2.57 ₹6,099 -3.6 -2.1 15.6 15.7 17.2 19.7 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹35.9
↓ -0.52 ₹1,108 -4.2 -6.2 13.6 15.5 23 25.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Conservative Hybrid Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Balanced Advantage Fund Growth ₹484.893
↓ -2.77 ₹95,521 -3.4 -3.5 11.2 20.3 19 16.7 JM Equity Hybrid Fund Growth ₹115.125
↓ -1.19 ₹763 -8 -7.7 13.2 19.7 22.5 27 ICICI Prudential Multi-Asset Fund Growth ₹699.092
↑ 1.21 ₹51,027 -1.6 1.4 17.3 18.2 20.1 16.1 ICICI Prudential Equity and Debt Fund Growth ₹356.68
↓ -1.73 ₹39,770 -4.6 -3 13.1 17.6 20.2 17.2 UTI Multi Asset Fund Growth ₹69.9427
↓ -0.28 ₹4,963 -2.9 -0.1 16.5 17.2 14.6 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Arbitrage Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Invesco India Arbitrage Fund Growth ₹31.0197
↑ 0.03 ₹18,910 1.8 3.5 7.5 6.7 5.6 7.6 Kotak Equity Arbitrage Fund Growth ₹36.4168
↑ 0.04 ₹54,913 1.9 3.5 7.7 6.6 5.6 7.8 SBI Arbitrage Opportunities Fund Growth ₹32.8407
↑ 0.03 ₹31,141 1.8 3.4 7.5 6.6 5.4 7.5 Edelweiss Arbitrage Fund Growth ₹18.8435
↑ 0.02 ₹12,136 1.9 3.5 7.6 6.5 5.5 7.7 HDFC Arbitrage Fund Growth ₹29.8
↑ 0.03 ₹16,867 1.8 3.5 7.6 6.4 5.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Dynamic Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Balanced Advantage Fund Growth ₹484.893
↓ -2.77 ₹95,521 -3.4 -3.5 11.2 20.3 19 16.7 BOI AXA Equity Debt Rebalancer Fund Growth ₹23.25
↓ -0.12 ₹133 -5.5 -6.4 3.9 12.7 10.1 6.4 Invesco India Dynamic Equity Fund Growth ₹51.3
↓ -0.21 ₹945 -2.3 -0.8 11.9 12.1 11.1 15.9 Axis Dynamic Equity Fund Growth ₹19.84
↓ -0.09 ₹2,634 -2 0.4 15.1 11.9 11.6 17.5 ICICI Prudential Balanced Advantage Fund Growth ₹68.37
↓ -0.17 ₹60,434 -1.9 -0.5 10.4 11.8 12.1 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Multi-Asset Fund Growth ₹699.092
↑ 1.21 ₹51,027 -1.6 1.4 17.3 18.2 20.1 16.1 UTI Multi Asset Fund Growth ₹69.9427
↓ -0.28 ₹4,963 -2.9 -0.1 16.5 17.2 14.6 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹58.99
↓ -0.44 ₹2,363 -3.7 -2 14.5 15.7 16.6 20.2 SBI Multi Asset Allocation Fund Growth ₹54.6375
↓ -0.20 ₹6,983 -2.5 -0.7 11.6 13.9 13.2 12.8 HDFC Multi-Asset Fund Growth ₹66.18
↓ -0.18 ₹3,844 -2.2 -0.2 11.8 11.9 14 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 25
Top 5 Equity Savings Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Equity Savings Fund Growth ₹32.1243
↓ -0.20 ₹646 -0.9 0.9 16 12 12 24 Kotak Equity Savings Fund Growth ₹24.9076
↓ -0.08 ₹8,177 -0.5 0.1 9.7 10.8 10.6 11.7 Principal Equity Savings Fund Growth ₹66.8654
↓ -0.17 ₹1,051 -1 1.3 11.5 10.1 12.5 12.6 Edelweiss Equity Savings Fund Growth ₹23.8929
↓ -0.04 ₹561 0.4 2.5 11.4 9.6 10.2 13.4 HDFC Equity Savings Fund Growth ₹62.823
↓ -0.14 ₹5,580 -1.5 -0.1 8 9.4 10.6 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Solution Oriented Schemes
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹46.898
↓ -0.48 ₹6,049 -6 -5.5 11 18.3 21.5 18 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹36.124
↓ -0.29 ₹1,581 -4.6 -4 8.5 13.5 15.5 14 ICICI Prudential Child Care Plan (Gift) Growth ₹296.62
↓ -1.96 ₹1,305 -4.4 -3.6 12.6 15.1 14.8 16.9 Tata Retirement Savings Fund - Progressive Growth ₹61.6523
↓ -0.97 ₹2,122 -5.1 -5 15.4 13.6 14.1 21.7 Tata Retirement Savings Fund-Moderate Growth ₹60.6845
↓ -0.74 ₹2,182 -3.8 -3.1 14.9 12.7 13.5 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Top 5 Gold Funds 2025 - 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI Gold Fund Growth ₹21.3567
↑ 0.23 ₹72 2.9 12.4 28.2 17.4 13.6 18.7 Invesco India Gold Fund Growth ₹23.2925
↑ 0.21 ₹102 3.5 13.3 28.2 17.2 13.7 18.8 Axis Gold Fund Growth ₹23.9709
↑ 0.12 ₹706 3.3 13.3 28.1 17.2 14 19.2 SBI Gold Fund Growth ₹23.907
↑ 0.11 ₹2,583 2.9 13 27.5 17.1 13.8 19.6 ICICI Prudential Regular Gold Savings Fund Growth ₹25.3044
↑ 0.12 ₹1,385 2.8 14.2 27.4 17 13.6 19.5 Aditya Birla Sun Life Gold Fund Growth ₹23.6885
↓ -0.08 ₹428 1.9 10.9 26.7 16.9 13.3 18.7 HDFC Gold Fund Growth ₹24.44
↑ 0.12 ₹2,765 2.8 12.5 27.7 16.8 13.7 18.9 Nippon India Gold Savings Fund Growth ₹31.3444
↑ 0.16 ₹2,203 3 13.5 27.6 16.8 13.5 19 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 25
Best Mutual Funds Based on 1 Month Performance
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Gold Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Equity - Global fund was launched on 7 Nov 08. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on (Erstwhile Invesco India Pan European Equity Fund) To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
The Scheme may, at the discretion of Fund Manager, also invest in units of
other similar Overseas Mutual Funds with similar objectives, strategy and
attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a Below is the key information for DSP BlackRock US Flexible Equity Fund Returns up to 1 year are on To provide returns that closely corresponds to returns provided by Invesco India Gold Exchange Traded Fund. Invesco India Gold Fund is a Gold - Gold fund was launched on 5 Dec 11. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Gold Fund Returns up to 1 year are on 1. DSP BlackRock World Gold Fund
CAGR/Annualized return of 4.6% since its launch. Ranked 11 in Global category. Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% . DSP BlackRock World Gold Fund
Growth Launch Date 14 Sep 07 NAV (23 Jan 25) ₹21.9142 ↓ -0.19 (-0.84 %) Net Assets (Cr) ₹947 on 31 Dec 24 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.35 Sharpe Ratio 0.41 Information Ratio -0.29 Alpha Ratio 3.62 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹13,141 31 Dec 21 ₹11,960 31 Dec 22 ₹11,045 31 Dec 23 ₹11,815 31 Dec 24 ₹13,698 Returns for DSP BlackRock World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 25 Duration Returns 1 Month 9.4% 3 Month -10.1% 6 Month 6.7% 1 Year 42.2% 3 Year 7.7% 5 Year 8.5% 10 Year 15 Year Since launch 4.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% 2014 -18.5% Fund Manager information for DSP BlackRock World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 11.84 Yr. Data below for DSP BlackRock World Gold Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Basic Materials 93.09% Asset Allocation
Asset Class Value Cash 3.02% Equity 93.33% Debt 0.01% Other 3.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -82% ₹852 Cr 2,040,186
↓ -25,142 VanEck Gold Miners ETF
- | GDX17% ₹183 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹15 Cr Net Receivables/Payables
Net Current Assets | -0% -₹4 Cr 2. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
CAGR/Annualized return of 9% since its launch. Ranked 25 in Global category. . Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹10,140 31 Dec 21 ₹13,452 31 Dec 22 ₹14,481 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India Feeder- Invesco Pan European Equity Fund
CAGR/Annualized return of 4.7% since its launch. Ranked 20 in Global category. Return for 2024 was -5.1% , 2023 was 20.5% and 2022 was 1.6% . Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (24 Jan 25) ₹16.5139 ↑ 0.29 (1.76 %) Net Assets (Cr) ₹33 on 31 Dec 24 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.96 Sharpe Ratio -0.98 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹10,156 31 Dec 21 ₹11,843 31 Dec 22 ₹12,029 31 Dec 23 ₹14,493 31 Dec 24 ₹13,756 Returns for Invesco India Feeder- Invesco Pan European Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 25 Duration Returns 1 Month 8% 3 Month -1% 6 Month -1.3% 1 Year 3.6% 3 Year 7.3% 5 Year 8.2% 10 Year 15 Year Since launch 4.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 -5.1% 2022 20.5% 2021 1.6% 2020 16.6% 2019 1.6% 2018 17.2% 2017 -11.2% 2016 14.8% 2015 -0.2% 2014 0.6% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Herin Shah 1 Aug 24 0.42 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Industrials 23.63% Financial Services 14.07% Health Care 9.98% Basic Materials 9.69% Energy 7.9% Consumer Defensive 7.33% Technology 7.26% Utility 6.47% Communication Services 6.34% Consumer Cyclical 6.32% Asset Allocation
Asset Class Value Cash 1.01% Equity 98.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -99% ₹32 Cr 122,481
↓ -4,707 Triparty Repo
CBLO/Reverse Repo | -1% ₹0 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr 4. DSP BlackRock US Flexible Equity Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (23 Jan 25) ₹60.9692 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹867 on 31 Dec 24 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 1.32 Information Ratio -0.5 Alpha Ratio -0.77 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹12,255 31 Dec 21 ₹15,224 31 Dec 22 ₹14,320 31 Dec 23 ₹17,474 31 Dec 24 ₹20,576 Returns for DSP BlackRock US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 25 Duration Returns 1 Month 6.9% 3 Month 9.6% 6 Month 11.9% 1 Year 23.4% 3 Year 14.8% 5 Year 16.6% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.8% 2022 22% 2021 -5.9% 2020 24.2% 2019 22.6% 2018 27.5% 2017 -1.1% 2016 15.5% 2015 9.8% 2014 2.5% Fund Manager information for DSP BlackRock US Flexible Equity Fund
Name Since Tenure Jay Kothari 1 Mar 13 11.85 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Technology 33.34% Health Care 14.46% Financial Services 13.4% Communication Services 11.74% Consumer Cyclical 7.76% Industrials 5.53% Basic Materials 4.15% Energy 3.31% Consumer Defensive 2.14% Real Estate 1.79% Asset Allocation
Asset Class Value Cash 2.35% Equity 97.63% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -99% ₹841 Cr 2,085,707
↓ -96,219 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹14 Cr Net Receivables/Payables
Net Current Assets | -0% -₹2 Cr 5. Invesco India Gold Fund
CAGR/Annualized return of 6.6% since its launch. Return for 2024 was 18.8% , 2023 was 14.5% and 2022 was 12.8% . Invesco India Gold Fund
Growth Launch Date 5 Dec 11 NAV (24 Jan 25) ₹23.2925 ↑ 0.21 (0.91 %) Net Assets (Cr) ₹102 on 31 Dec 24 Category Gold - Gold AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.45 Sharpe Ratio 0.84 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹12,725 31 Dec 21 ₹12,022 31 Dec 22 ₹13,558 31 Dec 23 ₹15,525 31 Dec 24 ₹18,450 Returns for Invesco India Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 25 Duration Returns 1 Month 6.9% 3 Month 3.5% 6 Month 13.3% 1 Year 28.2% 3 Year 17.2% 5 Year 13.7% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.8% 2022 14.5% 2021 12.8% 2020 -5.5% 2019 27.2% 2018 21.4% 2017 6.6% 2016 1.3% 2015 21.6% 2014 -15.1% Fund Manager information for Invesco India Gold Fund
Name Since Tenure Herin Shah 1 Aug 24 0.42 Yr. Data below for Invesco India Gold Fund as on 31 Dec 24
Asset Allocation
Asset Class Value Cash 5.07% Other 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco India Gold ETF
- | -96% ₹96 Cr 142,777
↑ 12,944 Triparty Repo
CBLO/Reverse Repo | -4% ₹4 Cr Net Receivables / (Payables)
Net Current Assets | -0% ₹0 Cr
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Smart Tips to Invest in Best Mutual Funds: Lump Sum & SIP Investments
A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:
1. Scheme Asset Size
Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small or too large, can hinder a fund’s performance. Less Asset Under Management ( AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately the same as the category.
2. Fund Performance
To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently beats its benchmark over 4-5 years, additionally, one should see each period to check if the fund is able to beat the benchmark.
3. Total Expense Ratio
Investors who want to make investments in mutual funds have to bear certain charges like management fees, operation 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 that should not supersede other important factors such as fund performance, etc.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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