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Best Performing Mutual Funds 2024 - 2025

Updated on October 27, 2024 , 185586 views

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.

Best Performing Mutual Funds

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 2024 - 2025

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 		₹6559.212.515.421.912.6
Nippon India Large Cap Fund Growth ₹87.3976
↑ 0.78 		₹34,432-1.88.337.120.120.432.1
ICICI Prudential Bluechip Fund Growth ₹106.82
↑ 0.45 		₹66,207-0.99.238.217.419.927.4
HDFC Top 100 Fund Growth ₹1,128.74
↑ 5.87 		₹38,684-1.87.833.517.418.230
DSP BlackRock TOP 100 Equity Growth ₹462.746
↑ 4.18 		₹4,6130.614.440.316.11626.6
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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹104.511
↑ 0.44 		₹18,6045.226.16934.231.941.7
Edelweiss Mid Cap Fund Growth ₹97.696
↑ 1.01 		₹7,7552.221.157.524.629.838.4
PGIM India Midcap Opportunities Fund Growth ₹62.44
↑ 0.49 		₹11,700-1.612.332.413.228.920.8
SBI Magnum Mid Cap Fund Growth ₹235.936
↑ 1.48 		₹22,338-0.812.234.620.327.834.5
Invesco India Mid Cap Fund Growth ₹161.81
↑ 2.08 		₹5,9041.320.153.822.627.434.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Small Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Kotak Small Cap Fund Growth ₹270.846
↑ 0.91 		₹18,287-1.916.740.318.830.734.8
L&T Emerging Businesses Fund Growth ₹85.1292
↑ 0.86 		₹17,306-2.112.839.725.530.346.1
DSP BlackRock Small Cap Fund  Growth ₹190.466
↑ 0.03 		₹16,705-2.212.434.421.629.841.2
Franklin India Smaller Companies Fund Growth ₹175.714
↑ 1.67 		₹14,460-5.29.440.525.22952.1
ICICI Prudential Smallcap Fund Growth ₹87.1
↑ 0.66 		₹8,825-4.110.331.919.728.537.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Diversified/Multi-Cap Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹104.03
↑ 1.05 		₹4,531-3.413.454.826.324.440
Nippon India Multi Cap Fund Growth ₹291.381
↑ 2.13 		₹39,622-1.211.243.226.225.138.1
HDFC Equity Fund Growth ₹1,890.97
↑ 10.88 		₹66,2251.81445.423.823.630.6
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 		₹38210.213.213.522.712
ICICI Prudential Multicap Fund Growth ₹786.64
↑ 5.48 		₹14,691-0.512.543.920.322.135.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 (ELSS) Equity Linked Saving Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹52.5752
↑ 0.36 		₹4,1955.819.964.324.723.237
SBI Magnum Tax Gain Fund Growth ₹433.64
↑ 1.93 		₹28,733-1.511.252.224.32540
HDFC Tax Saver Fund Growth ₹1,352.57
↑ 7.56 		₹16,7610.112.444.722.321.633.2
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹4859.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 		₹1,3181.215.435.520.617.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹31.9534
↑ 0.62 		₹4,703-8.31.7663524.754
ICICI Prudential Infrastructure Fund Growth ₹189.47
↑ 2.24 		₹6,424-3.38.655.132.831.244.6
Invesco India PSU Equity Fund Growth ₹62.99
↑ 1.38 		₹1,436-9.96.165.532.627.654.5
HDFC Infrastructure Fund Growth ₹47.237
↑ 0.77 		₹2,607-4.86.449.332.225.155.4
DSP BlackRock India T.I.G.E.R Fund Growth ₹322.545
↑ 3.14 		₹5,646-5.310.658.931.328.549
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Value Fund Growth ₹102.964
↑ 1.06 		₹1,085-5.111.749.125.625.147.7
L&T India Value Fund Growth ₹107.713
↑ 1.54 		₹14,123-2.211.847.122.625.139.4
ICICI Prudential Value Discovery Fund Growth ₹453.23
↑ 3.25 		₹51,198-0.11341.622.52731.4
Nippon India Value Fund Growth ₹224.249
↑ 1.78 		₹8,962-0.311.349.921.924.942.4
Templeton India Value Fund Growth ₹722.297
↑ 2.69 		₹2,305-48.73921.324.933.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Focused 30 Fund Growth ₹218.487
↑ 1.15 		₹15,1092.114.244.22423.229.6
ICICI Prudential Focused Equity Fund Growth ₹87.13
↑ 0.53 		₹10,2010.114.448.620.224.828.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354-58.524.51717.3
Franklin India Focused Equity Fund Growth ₹105.966
↑ 0.20 		₹13,050-1.98.736.116.821.223.5
DSP BlackRock Focus Fund Growth ₹53.478
↑ 0.48 		₹2,7040.915.941.415.916.534.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Best Debt Funds 2024 - 2025

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹520.59
↑ 0.11 		₹12,4171.93.77.76.47.27.78%5M 19D7M 24D
SBI Magnum Ultra Short Duration Fund Growth ₹5,691.92
↑ 0.90 		₹12,6421.83.67.46.177.44%5M 8D5M 23D
ICICI Prudential Ultra Short Term Fund Growth ₹26.3725
↑ 0.01 		₹13,5901.83.67.56.16.97.6%4M 28D5M 12D
Kotak Savings Fund Growth ₹40.8798
↑ 0.01 		₹13,3291.73.57.266.87.49%5M 8D6M 25D
UTI Ultra Short Term Fund Growth ₹4,044.97
↑ 0.84 		₹2,6511.83.57.25.86.77.63%4M 27D5M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Short Term Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 		₹261.43.26.27.2 6.43%3M3M 14D
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01 		₹2580.61.34.66.5 5.16%1Y 11M 26D2Y 3M
ICICI Prudential Short Term Fund Growth ₹56.8904
↑ 0.03 		₹19,9491.94.18.16.47.47.81%2Y 7D3Y 9M 4D
HDFC Short Term Debt Fund Growth ₹30.2771
↑ 0.01 		₹14,6222.14.58.66.17.17.65%2Y 10M 2D4Y 2M 16D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹45.0047
↑ 0.02 		₹9,04824.38.36.16.97.67%2Y 9M 7D3Y 9M 4D
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

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Liquid Fund Growth ₹2,775.14
↑ 0.52 		₹25,2690.61.83.57.47.17.19%1M 29D1M 29D
Aditya Birla Sun Life Liquid Fund Growth ₹401.758
↑ 0.07 		₹43,7970.61.83.57.47.17.32%2M 1D2M 1D
UTI Liquid Cash Plan Growth ₹4,090.25
↑ 0.79 		₹21,1090.61.83.57.477.18%1M 24D1M 25D
Mirae Asset Cash Management Fund Growth ₹2,614.88
↑ 0.49 		₹10,3490.61.83.67.477.12%1M 24D1M 25D
Baroda Pioneer Liquid Fund Growth ₹2,868.25
↑ 0.54 		₹9,6510.61.73.57.377.17%1M 22D1M 22D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Banking and PSU Debt Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹30.9629
↑ 0.01 		₹8,9271.84.17.96.27.37.63%2Y 6M 18D4Y 5M 1D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹347.101
↑ 0.12 		₹9,43724.48.25.96.97.4%3Y 7M 2D4Y 9M 25D
Kotak Banking and PSU Debt fund Growth ₹61.8911
↑ 0.01 		₹5,71424.58.45.96.87.37%3Y 9M 4D5Y 8M 5D
HDFC Banking and PSU Debt Fund Growth ₹21.7782
↑ 0.01 		₹5,74824.38.25.86.87.42%3Y 7M 28D5Y 4D
IDFC Banking & PSU Debt Fund Growth ₹23.3309
↑ 0.02 		₹13,5321.94.27.85.86.77.32%2Y 4M 20D3Y 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Credit Risk Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹11.7083
↑ 0.00 		₹1151.32.26.239.45.66.98%4M 24D5M 23D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 		₹1042.957.511 0%
DSP BlackRock Credit Risk Fund Growth ₹41.4725
↑ 0.03 		₹1911.94.17.910.515.68.11%2Y 6M 18D3Y 6M 4D
Aditya Birla Sun Life Credit Risk Fund Growth ₹20.3247
↑ 0.02 		₹9175.18.312.28.56.98.16%2Y 1M 24D3Y 4M 17D
ICICI Prudential Regular Savings Fund Growth ₹30.0805
↑ 0.05 		₹6,4282.459.46.97.28.6%1Y 8M 12D2Y 2M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Corporate Bond Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹56.6157
↑ 0.02 		₹4,6182.24.68.86.57.17.44%3Y 11M 19D5Y 2M 26D
ICICI Prudential Corporate Bond Fund Growth ₹28.199
↑ 0.01 		₹27,21724.28.16.47.67.73%2Y 1M 17D3Y 7M 20D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹106.782
↑ 0.06 		₹23,1092.24.78.96.47.37.49%3Y 9M 18D5Y 7M 13D
HDFC Corporate Bond Fund Growth ₹30.8073
↑ 0.01 		₹31,3012.24.78.86.17.27.48%3Y 8M 26D5Y 10M 6D
Kotak Corporate Bond Fund Standard Growth ₹3,565.27
↑ 1.17 		₹13,8462.14.68.666.97.46%3Y 5M 26D5Y 1M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 GILT Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Gilt Fund Growth ₹62.9811
↑ 0.11 		₹10,6262.15.710.16.97.66.96%9Y 6M 22D23Y 5M 12D
DSP BlackRock Government Securities Fund Growth ₹91.6382
↑ 0.09 		₹1,4182.36.411.76.57.16.89%11Y 1M 28D26Y 8M 23D
ICICI Prudential Gilt Fund Growth ₹96.9405
↑ 0.06 		₹6,6331.94.88.56.38.36.85%2Y 7M 10D5Y 3M 11D
Invesco India Gilt Fund Growth ₹2,716.91
↑ 5.11 		₹1,1962.16.111.76.36.67.08%10Y 4M 10D23Y 6M 14D
Axis Gilt Fund Growth ₹24.3111
↑ 0.04 		₹6132.46.111.46.27.16.98%10Y 29D23Y 7M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Best Hybrid Funds 2024 - 2025

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹124.945
↑ 0.70 		₹643-1.910.644.921.525.533.8
HDFC Balanced Advantage Fund Growth ₹502.753
↑ 3.27 		₹96,536-1.37.733.221.520.631.3
ICICI Prudential Equity and Debt Fund Growth ₹373.51
↑ 1.42 		₹41,3960.48.334.419.722.628.2
ICICI Prudential Multi-Asset Fund Growth ₹707.023
↑ 2.33 		₹50,4961.88.229.419.221.724.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.46
↑ 0.22 		₹1,000-3.48.237.118.325.833.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Aggressive Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹124.945
↑ 0.70 		₹643-1.910.644.921.525.533.8
ICICI Prudential Equity and Debt Fund Growth ₹373.51
↑ 1.42 		₹41,3960.48.334.419.722.628.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.46
↑ 0.22 		₹1,000-3.48.237.118.325.833.7
UTI Hybrid Equity Fund Growth ₹395.644
↑ 1.79 		₹6,3300.311.833.516.219.425.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,9540.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹124.945
↑ 0.70 		₹643-1.910.644.921.525.533.8
HDFC Balanced Advantage Fund Growth ₹502.753
↑ 3.27 		₹96,536-1.37.733.221.520.631.3
ICICI Prudential Equity and Debt Fund Growth ₹373.51
↑ 1.42 		₹41,3960.48.334.419.722.628.2
ICICI Prudential Multi-Asset Fund Growth ₹707.023
↑ 2.33 		₹50,4961.88.229.419.221.724.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.46
↑ 0.22 		₹1,000-3.48.237.118.325.833.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India Arbitrage Fund Growth ₹30.5063
↑ 0.00 		₹17,6571.73.77.66.55.57.4
Kotak Equity Arbitrage Fund Growth ₹35.8022
↑ 0.01 		₹53,6831.73.77.76.45.57.4
SBI Arbitrage Opportunities Fund Growth ₹32.2962
↑ 0.00 		₹31,1031.73.67.56.35.37.4
Edelweiss Arbitrage Fund Growth ₹18.5243
↑ 0.00 		₹12,2331.73.67.56.25.47.1
HDFC Arbitrage Fund Growth ₹29.3
↑ 0.00 		₹15,4401.73.77.66.15.27.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Dynamic Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹502.753
↑ 3.27 		₹96,536-1.37.733.221.520.631.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹24.6217
↑ 0.13 		₹137-2.53.123.614.211.618.4
Invesco India Dynamic Equity Fund Growth ₹52.66
↑ 0.26 		₹88918.62712.61220.1
ICICI Prudential Balanced Advantage Fund Growth ₹69.65
↑ 0.15 		₹62,0510.57.121.312.413.316.5
Axis Dynamic Equity Fund Growth ₹20.28
↑ 0.09 		₹2,5771.111.429.912.112.420
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Multi Asset Allocation Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Multi-Asset Fund Growth ₹707.023
↑ 2.33 		₹50,4961.88.229.419.221.724.1
UTI Multi Asset Fund Growth ₹71.9976
↑ 0.09 		₹4,0601.38.53717.81629.1
Edelweiss Multi Asset Allocation Fund Growth ₹61.09
↑ 0.17 		₹2,198-0.310.233.217.418.525.4
SBI Multi Asset Allocation Fund Growth ₹56.1434
↑ 0.27 		₹6,4221.67.526.114.814.424.4
HDFC Multi-Asset Fund Growth ₹67.771
↑ 0.21 		₹3,7021.3824.912.915.718
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Oct 24

Top 5 Equity Savings Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹32.3742
↑ 0.14 		₹4780.48.424.512.41317
Kotak Equity Savings Fund Growth ₹25.0183
↑ 0.02 		₹7,64405.218.11111.215.7
Principal Equity Savings Fund Growth ₹67.3286
↑ 0.16 		₹9261.2618.810.312.915.3
SBI Equity Savings Fund Growth ₹22.9247
↑ 0.08 		₹5,4101.26.315.31011.517.5
HDFC Equity Savings Fund Growth ₹63.79
↑ 0.16 		₹5,3020.75.417.89.911.513.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Solution Oriented Schemes

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹49.78
↑ 0.18 		₹6,168-1.49.935.319.624.132.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.958
↑ 0.16 		₹1,615-0.48.92714.817.624.9
ICICI Prudential Child Care Plan (Gift) Growth ₹308.74
↑ 1.23 		₹1,394-2.2637.716.717.529.2
Tata Retirement Savings Fund - Progressive Growth ₹64.6967
↑ 0.40 		₹2,182-212.135.113.71629
Tata Retirement Savings Fund-Moderate Growth ₹62.9664
↑ 0.34 		₹2,233-111.530.7131525.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Top 5 Gold Funds 2024 - 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI Gold Fund Growth ₹20.93
↑ 0.21 		₹649.482817.114.214.8
Axis Gold Fund Growth ₹23.4433
↑ 0.24 		₹60310.5828.216.914.414.7
SBI Gold Fund Growth ₹23.4035
↑ 0.18 		₹2,24512.57.528.316.714.214.1
Invesco India Gold Fund Growth ₹22.7985
↑ 0.16 		₹8412.2828.516.714.114.5
ICICI Prudential Regular Gold Savings Fund Growth ₹24.7889
↑ 0.20 		₹1,15712.18.128.216.51413.5
HDFC Gold Fund Growth ₹23.926
↑ 0.20 		₹2,49611.47.827.616.514.214.1
Nippon India Gold Savings Fund Growth ₹30.6914
↑ 0.24 		₹2,03812.7827.916.514.114.3
Aditya Birla Sun Life Gold Fund Growth ₹23.0928
↑ 0.13 		₹39310.77.626.316.213.414.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 24

Best Mutual Funds Based on 1 Month Performance

1. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

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 CAGR/Annualized return of 9% since its launch.  Ranked 25 in Global category. .

Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

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.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,086
30 Sep 21₹13,377
30 Sep 22₹14,641

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
NameSinceTenure

Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. IDBI Gold Fund

The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF).

IDBI Gold Fund is a Gold - Gold fund was launched on 14 Aug 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.2% since its launch.  Return for 2023 was 14.8% , 2022 was 12% and 2021 was -4% .

Below is the key information for IDBI Gold Fund

IDBI Gold Fund
Growth
Launch Date 14 Aug 12
NAV (29 Oct 24) ₹20.93 ↑ 0.21   (1.00 %)
Net Assets (Cr) ₹64 on 30 Sep 24
Category Gold - Gold
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.65
Sharpe Ratio 1.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹12,616
30 Sep 21₹11,628
30 Sep 22₹12,689
30 Sep 23₹14,420
30 Sep 24₹18,713

IDBI Gold Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for IDBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 4.6%
3 Month 9.4%
6 Month 8%
1 Year 28%
3 Year 17.1%
5 Year 14.2%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.8%
2022 12%
2021 -4%
2020 24.2%
2019 21.6%
2018 5.8%
2017 1.4%
2016 8.3%
2015 -8.7%
2014 0.2%
Fund Manager information for IDBI Gold Fund
NameSinceTenure
Sumit Bhatnagar1 Jun 240.33 Yr.

Data below for IDBI Gold Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash1.8%
Other98.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC MF Gold ETF
- | -		99%₹63 Cr90,825
↑ 3,799
Treps
CBLO/Reverse Repo | -		1%₹1 Cr
Net Receivables / (Payables)
Net Current Assets | -		0%₹0 Cr

3. Nippon India Gold Savings Fund

The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES.

Nippon India Gold Savings Fund is a Gold - Gold fund was launched on 7 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.6% since its launch.  Return for 2023 was 14.3% , 2022 was 12.3% and 2021 was -5.5% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund
Growth
Launch Date 7 Mar 11
NAV (29 Oct 24) ₹30.6914 ↑ 0.24   (0.79 %)
Net Assets (Cr) ₹2,038 on 30 Sep 24
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.34
Sharpe Ratio 1.57
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (2%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹13,362
30 Sep 21₹11,971
30 Sep 22₹12,951
30 Sep 23₹14,742
30 Sep 24₹18,940

Nippon India Gold Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Nippon India Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 4.4%
3 Month 12.7%
6 Month 8%
1 Year 27.9%
3 Year 16.5%
5 Year 14.1%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.3%
2022 12.3%
2021 -5.5%
2020 26.6%
2019 22.5%
2018 6%
2017 1.7%
2016 11.6%
2015 -8.1%
2014 -9.8%
Fund Manager information for Nippon India Gold Savings Fund
NameSinceTenure
Himanshu Mange23 Dec 230.77 Yr.

Data below for Nippon India Gold Savings Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash1.37%
Other98.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | -		100%₹2,038 Cr320,686,292
↑ 6,480,000
Net Current Assets
Net Current Assets | -		0%-₹7 Cr
Triparty Repo
CBLO/Reverse Repo | -		0%₹7 Cr
Cash Margin - Ccil
CBLO | -		0%₹0 Cr

4. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,426
30 Sep 21₹15,677

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF). However, there can be no assurance that the investment objectives of the Scheme will be realized.

ICICI Prudential Regular Gold Savings Fund is a Gold - Gold fund was launched on 11 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Return for 2023 was 13.5% , 2022 was 12.7% and 2021 was -5.4% .

Below is the key information for ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund
Growth
Launch Date 11 Oct 11
NAV (29 Oct 24) ₹24.7889 ↑ 0.20   (0.82 %)
Net Assets (Cr) ₹1,157 on 30 Sep 24
Category Gold - Gold
AMC ICICI Prudential Asset Management Company Limited
Rating ☆
Risk Moderately High
Expense Ratio 0.4
Sharpe Ratio 1.59
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-15 Months (2%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹13,191
30 Sep 21₹11,918
30 Sep 22₹12,866
30 Sep 23₹14,626
30 Sep 24₹18,891

ICICI Prudential Regular Gold Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for ICICI Prudential Regular Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 4.3%
3 Month 12.1%
6 Month 8.1%
1 Year 28.2%
3 Year 16.5%
5 Year 14%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 13.5%
2022 12.7%
2021 -5.4%
2020 26.6%
2019 22.7%
2018 7.4%
2017 0.8%
2016 8.9%
2015 -5.1%
2014 -9.2%
Fund Manager information for ICICI Prudential Regular Gold Savings Fund
NameSinceTenure
Manish Banthia27 Sep 1212.02 Yr.
Nishit Patel29 Dec 203.76 Yr.

Data below for ICICI Prudential Regular Gold Savings Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash1.8%
Other98.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Pru Gold ETF
- | -		100%₹1,156 Cr176,282,338
↑ 6,400,055
Treps
CBLO/Reverse Repo | -		1%₹10 Cr
Net Current Assets
Net Current Assets | -		1%-₹9 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.

Disclaimer:
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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