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Best Performing Mutual Funds 2024 - 2025

Updated on November 18, 2024 , 185747 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 ₹84.8386
↑ 0.28 		₹34,105-3.35.128.518.419.232.1
HDFC Top 100 Fund Growth ₹1,088.15
↑ 3.16 		₹36,467-4.94.323.215.916.930
ICICI Prudential Bluechip Fund Growth ₹103.22
↑ 0.21 		₹63,670-3.35.327.715.718.827.4
DSP BlackRock TOP 100 Equity Growth ₹449.33
↑ 2.45 		₹4,470-110.531.11515.226.6
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 ₹104.202
↑ 1.59 		₹20,0564.724.357.33231.441.7
Edelweiss Mid Cap Fund Growth ₹95.534
↑ 0.91 		₹7,677-0.714.942.422.728.938.4
PGIM India Midcap Opportunities Fund Growth ₹60.96
↑ 0.49 		₹10,943-3.26.922.211.327.920.8
Invesco India Mid Cap Fund Growth ₹160.93
↑ 1.58 		₹5,6251.215.643.621.626.834.1
SBI Magnum Mid Cap Fund Growth ₹228.212
↑ 1.27 		₹21,407-3.75.924.41726.434.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹266.313
↑ 1.03 		₹17,593-2.210.33116.130.134.8
L&T Emerging Businesses Fund Growth ₹83.7283
↑ 0.94 		₹17,306-2.18.427.823.13046.1
DSP BlackRock Small Cap Fund  Growth ₹190.013
↑ 1.42 		₹16,147-3.711.2262029.641.2
HDFC Small Cap Fund Growth ₹134.072
↑ 1.11 		₹33,504-3.67.123.921.828.544.8
Franklin India Smaller Companies Fund Growth ₹171.753
↑ 1.94 		₹13,944-5.94.527.222.728.552.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹99.9348
↑ 0.50 		₹4,722-5.65.140.723.723.640
Nippon India Multi Cap Fund Growth ₹284.292
↑ 2.04 		₹38,678-2.55.833.623.724.138.1
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 		₹38210.213.213.522.712
HDFC Equity Fund Growth ₹1,840.22
↑ 5.78 		₹64,929-0.19.835.122.622.530.6
Motilal Oswal Multicap 35 Fund Growth ₹59.4739
↑ 0.81 		₹12,0244164518.817.331
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹51.3947
↑ 0.75 		₹4,0740.614.649.623.222.737
SBI Magnum Tax Gain Fund Growth ₹419.803
↑ 1.73 		₹27,559-4.66.539.822.223.940
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
HDFC Tax Saver Fund Growth ₹1,312.29
↑ 5.58 		₹15,935-2.17.733.820.420.633.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Sector Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI PSU Fund Growth ₹30.661
↑ 0.02 		₹4,471-9.6-3.449.83323.554
ICICI Prudential Infrastructure Fund Growth ₹182.93
↑ 0.56 		₹6,779-3.52.541.33129.844.6
Invesco India PSU Equity Fund Growth ₹59.97
↑ 0.03 		₹1,331-10.7-3.447.530.526.254.5
HDFC Infrastructure Fund Growth ₹45.495
↑ 0.22 		₹2,516-6.42.134.930.32455.4
LIC MF Infrastructure Fund Growth ₹49.1207
↑ 0.72 		₹786-4.61056.929.927.144.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Value Fund Growth ₹98.3616
↑ 0.65 		₹1,067-8.43.533.4232447.7
L&T India Value Fund Growth ₹104.85
↑ 0.60 		₹13,603-2.46.734.221.624.139.4
ICICI Prudential Value Discovery Fund Growth ₹438.18
↑ 0.71 		₹49,104-3.28.331.22125.331.4
Nippon India Value Fund Growth ₹215.373
↑ 0.82 		₹8,542-3.85.834.920.123.742.4
Tata Equity PE Fund Growth ₹344.337
↑ 2.24 		₹8,681-5.25.433.419.520.337
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹213.464
↑ 0.50 		₹14,9690.810.134.92322.329.6
ICICI Prudential Focused Equity Fund Growth ₹83.62
↑ 0.23 		₹9,867-3.57.235.418.423.328.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354-58.524.51717.3
Franklin India Focused Equity Fund Growth ₹102.961
↑ 0.42 		₹12,068-4.1526.815.219.723.5
DSP BlackRock Focus Fund Growth ₹51.983
↑ 0.29 		₹2,546-1.8929.114.215.634.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹522.841
↑ 0.11 		₹15,09823.87.86.47.27.78%5M 19D7M 24D
SBI Magnum Ultra Short Duration Fund Growth ₹5,715.35
↑ 1.17 		₹11,7511.83.77.56.177.42%5M 5D10M 13D
ICICI Prudential Ultra Short Term Fund Growth ₹26.4787
↑ 0.00 		₹14,2061.83.67.56.26.97.53%5M 1D5M 16D
Kotak Savings Fund Growth ₹41.0408
↑ 0.01 		₹12,5021.83.67.266.87.44%5M 19D7M 13D
UTI Ultra Short Term Fund Growth ₹4,060.7
↑ 0.81 		₹3,0461.83.67.25.96.77.63%4M 27D5M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹57.1468
↑ 0.02 		₹19,9221.94.17.96.47.47.76%2Y 3M 4D3Y 11M 26D
HDFC Short Term Debt Fund Growth ₹30.3938
↑ 0.01 		₹14,97224.38.46.17.17.57%2Y 11M 12D4Y 18D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹45.1516
↑ 0.01 		₹8,9241.94.186.16.97.67%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 ₹2,786.82
↑ 0.51 		₹34,3160.61.83.67.47.17.19%1M 29D1M 29D
Aditya Birla Sun Life Liquid Fund Growth ₹403.443
↑ 0.07 		₹48,3770.61.83.67.47.17.32%2M 1D2M 1D
UTI Liquid Cash Plan Growth ₹4,107.36
↑ 0.75 		₹28,6650.61.83.67.477.18%1M 24D1M 25D
Mirae Asset Cash Management Fund Growth ₹2,625.85
↑ 0.48 		₹12,7830.61.83.67.477.03%1M 13D1M 12D
Baroda Pioneer Liquid Fund Growth ₹2,880.19
↑ 0.52 		₹11,4900.61.73.57.377.04%1M 6D1M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Nov 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 ₹31.1033
↑ 0.01 		₹9,0471.947.86.27.37.54%2Y 9M4Y 6M 7D
Kotak Banking and PSU Debt fund Growth ₹62.1445
↑ 0.03 		₹5,69724.3866.87.36%3Y 5M 5D5Y 3M 11D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹348.389
↑ 0.10 		₹9,50724.2866.97.4%3Y 7M 2D4Y 9M 25D
HDFC Banking and PSU Debt Fund Growth ₹21.8593
↑ 0.01 		₹5,80924.185.86.87.37%3Y 7M 24D5Y 1M 17D
IDFC Banking & PSU Debt Fund Growth ₹23.4065
↑ 0.01 		₹13,4291.83.97.65.86.77.28%2Y 4M 17D3Y
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹11.747
↑ 0.00 		₹1151.42.36.239.55.60.6%6M 29D8M 1D
Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 		₹1042.957.511 0%
DSP BlackRock Credit Risk Fund Growth ₹41.6178
↑ 0.01 		₹1881.83.97.710.615.68.05%2Y 8M 5D3Y 8M 16D
Aditya Birla Sun Life Credit Risk Fund Growth ₹20.3723
↑ 0.01 		₹9364.88.111.98.56.98.16%2Y 1M 24D3Y 4M 17D
ICICI Prudential Regular Savings Fund Growth ₹30.1306
↑ 0.01 		₹6,3871.94.88.76.87.28.53%1Y 10M 10D2Y 4M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹56.8306
↑ 0.02 		₹6,3122.14.48.56.57.17.41%4Y 5Y 3M 22D
ICICI Prudential Corporate Bond Fund Growth ₹28.3256
↑ 0.01 		₹27,16424.28.16.57.67.63%2Y 3M 25D3Y 10M 6D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹107.189
↑ 0.03 		₹23,33724.58.66.47.37.49%3Y 9M 18D5Y 7M 13D
HDFC Corporate Bond Fund Growth ₹30.9298
↑ 0.01 		₹32,0722.24.58.66.27.27.4%4Y 7D6Y 2M 5D
Kotak Corporate Bond Fund Standard Growth ₹3,579.18
↑ 1.35 		₹14,16324.48.36.16.97.43%3Y 3M 7D5Y 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹62.9871
↑ 0.02 		₹10,9371.34.596.77.66.99%9Y 3M 22D22Y 6M 14D
DSP BlackRock Government Securities Fund Growth ₹91.5873
↑ 0.06 		₹1,5391.54.910.26.37.17.04%11Y 11M 1D
ICICI Prudential Gilt Fund Growth ₹97.3339
↑ 0.05 		₹6,6921.74.38.26.18.36.88%3Y 7M 10D6Y 5M 19D
Axis Gilt Fund Growth ₹24.3273
↑ 0.01 		₹6961.74.910.36.17.16.98%10Y 29D23Y 7M 6D
Invesco India Gilt Fund Growth ₹2,715.14
↑ 0.33 		₹1,1061.24.710.366.67.04%10Y 8M 26D25Y 11M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 (%)
HDFC Balanced Advantage Fund Growth ₹492.758
↑ 1.44 		₹94,866-2.74.22520.519.731.3
JM Equity Hybrid Fund Growth ₹121.382
↑ 0.79 		₹679-4.94.732.620.52433.8
ICICI Prudential Multi-Asset Fund Growth ₹692.336
↑ 1.42 		₹50,648-0.54.723.418.120.524.1
ICICI Prudential Equity and Debt Fund Growth ₹362.31
↑ 0.27 		₹40,203-2.652617.921.428.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.23
↑ 0.25 		₹1,010-4.36.526.316.825.533.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹121.382
↑ 0.79 		₹679-4.94.732.620.52433.8
ICICI Prudential Equity and Debt Fund Growth ₹362.31
↑ 0.27 		₹40,203-2.652617.921.428.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.23
↑ 0.25 		₹1,010-4.36.526.316.825.533.7
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,9540.510.527.11614.2
UTI Hybrid Equity Fund Growth ₹386.827
↑ 1.37 		₹6,111-1.98.725.91518.625.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Conservative Hybrid Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹492.758
↑ 1.44 		₹94,866-2.74.22520.519.731.3
JM Equity Hybrid Fund Growth ₹121.382
↑ 0.79 		₹679-4.94.732.620.52433.8
ICICI Prudential Multi-Asset Fund Growth ₹692.336
↑ 1.42 		₹50,648-0.54.723.418.120.524.1
ICICI Prudential Equity and Debt Fund Growth ₹362.31
↑ 0.27 		₹40,203-2.652617.921.428.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.23
↑ 0.25 		₹1,010-4.36.526.316.825.533.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Arbitrage Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India Arbitrage Fund Growth ₹30.6563
↑ 0.02 		₹18,5841.83.77.86.65.57.4
Kotak Equity Arbitrage Fund Growth ₹35.9832
↑ 0.02 		₹54,9411.83.786.55.67.4
SBI Arbitrage Opportunities Fund Growth ₹32.4629
↑ 0.03 		₹31,8831.83.67.76.45.47.4
Edelweiss Arbitrage Fund Growth ₹18.62
↑ 0.01 		₹12,5371.83.67.86.35.57.1
HDFC Arbitrage Fund Growth ₹29.44
↑ 0.02 		₹16,6061.83.77.86.25.27.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹492.758
↑ 1.44 		₹94,866-2.74.22520.519.731.3
BOI AXA Equity Debt Rebalancer Fund Growth ₹23.996
↑ 0.04 		₹135-3.90.816.41311.118.4
ICICI Prudential Balanced Advantage Fund Growth ₹68.94
↑ 0.04 		₹60,545-0.75.517.311.712.916.5
Invesco India Dynamic Equity Fund Growth ₹52.08
↑ 0.22 		₹9050.16.121.111.611.620.1
Axis Dynamic Equity Fund Growth ₹20.02
↑ 0.06 		₹2,5470.48.724.711.312.220
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹692.336
↑ 1.42 		₹50,648-0.54.723.418.120.524.1
UTI Multi Asset Fund Growth ₹70.2088
↑ 0.28 		₹4,415-2.24.927.416.615.229.1
Edelweiss Multi Asset Allocation Fund Growth ₹59.46
↑ 0.16 		₹2,195-2.86.724.615.717.525.4
SBI Multi Asset Allocation Fund Growth ₹54.9003
↑ 0.26 		₹6,574-0.54.420.913.41424.4
HDFC Multi-Asset Fund Growth ₹66.412
↑ 0.24 		₹3,760-0.75.519.311.215.118
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹32.4684
↑ 0.26 		₹5480.37.621.512.312.917
Kotak Equity Savings Fund Growth ₹24.8356
↑ 0.02 		₹7,804-1.43.814.910.410.915.7
Principal Equity Savings Fund Growth ₹66.8215
↑ 0.20 		₹990-0.25.214.99.612.715.3
SBI Equity Savings Fund Growth ₹22.9363
↑ 0.03 		₹5,6160.95.713.49.611.217.5
HDFC Equity Savings Fund Growth ₹63.135
↑ 0.10 		₹5,463-0.64.114.39.511.113.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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 ₹48.446
↑ 0.18 		₹5,970-3.56.626.41823.332.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.122
↑ 0.09 		₹1,577-1.85.820.213.11724.9
ICICI Prudential Child Care Plan (Gift) Growth ₹301.56
↑ 1.52 		₹1,315-3.43.12815.416.129.2
Tata Retirement Savings Fund - Progressive Growth ₹63.2984
↑ 0.39 		₹2,089-3.67.924.712.215.529
Tata Retirement Savings Fund-Moderate Growth ₹61.9666
↑ 0.30 		₹2,162-2.38.222.311.714.625.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Gold Funds 2024 - 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India Gold Fund Growth ₹21.8811
↑ 0.24 		₹985.12.722.714.513.414.5
IDBI Gold Fund Growth ₹20.0936
↑ 0.22 		₹715.72.723.214.413.414.8
Axis Gold Fund Growth ₹22.5623
↑ 0.30 		₹6995.42.922.714.413.514.7
SBI Gold Fund Growth ₹22.4938
↑ 0.29 		₹2,5225.32.722.814.113.414.1
ICICI Prudential Regular Gold Savings Fund Growth ₹23.8708
↑ 0.32 		₹1,3255.42.823.214.113.313.5
HDFC Gold Fund Growth ₹22.9877
↑ 0.31 		₹2,7955.42.522.61413.314.1
Nippon India Gold Savings Fund Growth ₹29.4923
↑ 0.38 		₹2,2375.52.722.413.913.214.3
Kotak Gold Fund Growth ₹29.6372
↑ 0.40 		₹2,3055.42.622.513.613.313.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 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
31 Oct 19₹10,000
31 Oct 20₹9,334
31 Oct 21₹14,059
31 Oct 22₹16,293

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. 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
31 Oct 19₹10,000
31 Oct 20₹9,439
31 Oct 21₹15,733

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

3. Aditya Birla Sun Life International Equity Fund - Plan B

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Aditya Birla Sun Life International Equity Fund - Plan B is a Equity - Global fund was launched on 31 Oct 07. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch.  Ranked 39 in Global category. .

Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B

Aditya Birla Sun Life International Equity Fund - Plan B
Growth
Launch Date 31 Oct 07
NAV (28 Jul 23) ₹28.8036 ↑ 0.07   (0.23 %)
Net Assets (Cr) ₹93 on 30 Jun 23
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.85
Information Ratio 0
Alpha Ratio 0
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
31 Oct 19₹10,000
31 Oct 20₹9,813
31 Oct 21₹15,063
31 Oct 22₹14,297

Aditya Birla Sun Life International Equity Fund - Plan B 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 International Equity Fund - Plan B

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 4.2%
3 Month 10.3%
6 Month 10%
1 Year 13.8%
3 Year 18.9%
5 Year 9%
10 Year
15 Year
Since launch 7%
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 International Equity Fund - Plan B
NameSinceTenure

Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23

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

4. IDBI Nifty Index Fund

The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme.

IDBI Nifty Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 83 in Index Fund category. .

Below is the key information for IDBI Nifty Index Fund

IDBI Nifty Index Fund
Growth
Launch Date 25 Jun 10
NAV (28 Jul 23) ₹36.2111 ↓ -0.02   (-0.06 %)
Net Assets (Cr) ₹208 on 30 Jun 23
Category Others - Index Fund
AMC IDBI Asset Management Limited
Rating ☆
Risk Moderately High
Expense Ratio 0.9
Sharpe Ratio 1.04
Information Ratio -3.93
Alpha Ratio -1.03
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,778
31 Oct 21₹14,755
31 Oct 22₹15,102

IDBI Nifty Index Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for IDBI Nifty Index 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 3.7%
3 Month 9.1%
6 Month 11.9%
1 Year 16.2%
3 Year 20.3%
5 Year 11.7%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Nifty Index Fund
NameSinceTenure

Data below for IDBI Nifty Index Fund as on 30 Jun 23

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Principal Asset Allocation Fund of Funds Aggressive Plan

The objective of the Plan is to provide long term total return by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs.

Principal Asset Allocation Fund of Funds Aggressive Plan is a Others - Fund of Fund fund was launched on 14 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.7% since its launch. .

Below is the key information for Principal Asset Allocation Fund of Funds Aggressive Plan

Principal Asset Allocation Fund of Funds Aggressive Plan
Growth
Launch Date 14 Dec 15
NAV (23 Dec 20) ₹15.3751 ↑ 0.19   (1.28 %)
Net Assets (Cr) ₹3 on 30 Nov 20
Category Others - Fund of Fund
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.26
Information Ratio -0.78
Alpha Ratio -1.08
Min Investment 5,000
Min SIP Investment 2,000
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,878

Principal Asset Allocation Fund of Funds Aggressive 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 Principal Asset Allocation Fund of Funds Aggressive 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 3.2%
3 Month 16.9%
6 Month 26.3%
1 Year 10.2%
3 Year 3.3%
5 Year 8.5%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Principal Asset Allocation Fund of Funds Aggressive Plan
NameSinceTenure

Data below for Principal Asset Allocation Fund of Funds Aggressive Plan as on 30 Nov 20

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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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Excellent Very helpful for seclecting top most mutual funds for Investment

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Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.

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very helpful

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