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Which AMC (Asset Management Company) is the best? This is the most asked question by the investors. Well, Investing in a well-known fund house can matter a lot, but a good brand name cannot be the only criteria for the investment. There are various important criteria for choosing the ideal fund. For example, the size of the fund house, the expertise of the fund managers, stared funds, returns delivered since inception, etc., are the other factors that one has to look before investing in a fund. Undertaking all such parameters, we have listed down some of the best AMCs (Asset Management Companies) in India that you can prefer investing in.
The top 10 AMCs in India are:
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Launched in the year 1987, SBI Mutual Fund is present in the Indian Mutual Fund Industry for more than 30 years now. The fund house manages investment mandates of over 5.4 million investors. It is one of the oldest & most reputed AMCs in India. To cater the diverse requirements of the individuals, SBI Mutual Fund offers schemes across various categories. Here are some of the top funds that you can choose as per your investment needs & objectives.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio SBI Small Cap Fund Growth ₹173.056
↑ 1.71 ₹33,107 500 -3.7 6.7 27.2 17.8 26.4 25.3 2.02 SBI Magnum Children's Benefit Plan Growth ₹106.202
↑ 0.13 ₹121 500 1.8 10.5 19.4 11.8 13.1 16.9 3.09 SBI Debt Hybrid Fund Growth ₹69.3237
↑ 0.12 ₹9,999 500 0.4 5.2 12.9 8.9 11 12.2 2.61 SBI Large and Midcap Fund Growth ₹584.927
↑ 3.23 ₹28,660 500 -1.8 8.3 27.8 16.3 20.8 26.8 2.13 SBI Consumption Opportunities Fund Growth ₹316.245
↑ 0.07 ₹3,015 500 -4.3 10.6 26.6 19.2 21.7 29.9 1.66 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24
HDFC Mutual Fund launched its first scheme in the year 2000 and since then, the AMC has shown a promising growth. The fund house has placed itself amongst the top performers in India by delivering promising services. It has won the trust of several investors by fulfilling the investment needs of the investors. Investors who are keen to invest in HDFC MF, here are some of the best Mutual Fund schemes to choose.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio HDFC Corporate Bond Fund Growth ₹30.9298
↑ 0.01 ₹32,072 300 2.2 4.5 8.6 6.2 6.9 7.2 2.65 HDFC Banking and PSU Debt Fund Growth ₹21.8593
↑ 0.01 ₹5,809 300 2 4.1 8 5.8 6.4 6.8 1.7 HDFC Balanced Advantage Fund Growth ₹492.758
↑ 1.44 ₹94,866 300 -2.7 4.2 25 20.5 19.7 31.3 2.5 HDFC Small Cap Fund Growth ₹134.072
↑ 1.11 ₹33,504 300 -3.6 7.1 23.9 21.8 28.5 44.8 1.8 HDFC Equity Savings Fund Growth ₹63.135
↑ 0.10 ₹5,463 300 -0.6 4.1 14.3 9.5 11.1 13.8 2.24 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24
ICICI Mutual Fund is one of the biggest asset management companies in the country. It was launched in the year 1993, and since then the company has maintained a strong customer base by delivering satisfying product solutions to the investors. There are various schemes offered by the fund house like equity, debt, hybrid, liquid, ELSS etc. Here are a few best performing schemes of ICICI MF that you could prefer investing in.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio ICICI Prudential Nifty Next 50 Index Fund Growth ₹59.5794
↑ 0.27 ₹6,759 100 -7.7 1 44.5 15.9 19.1 26.3 2.35 ICICI Prudential Banking and Financial Services Fund Growth ₹119.88
↑ 0.30 ₹8,850 100 1 9.1 20.3 11.5 12 17.9 1.47 ICICI Prudential MIP 25 Growth ₹71.4612
↑ 0.13 ₹3,220 100 0.7 5.4 13.2 8.9 9.7 11.4 2.61 ICICI Prudential Long Term Plan Growth ₹35.0343
↑ 0.02 ₹13,133 100 1.9 4.4 8.2 6.5 7.3 7.6 1.45 ICICI Prudential Bluechip Fund Growth ₹103.22
↑ 0.21 ₹63,670 100 -3.3 5.3 27.7 15.7 18.8 27.4 2.17 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24
Launched in the year 1995, Reliance Mutual Fund has been one of the fastest growing AMCs in the country. The company has an impressive track record of consistent returns. In order to cater to the diverse investment needs of the investors, Reliance Mutual Fund offers a variety of schemes like equity, debt, hybrid, money market, retirement savings fund, fund of funds, etc. Investors can choose funds as per their risk appetite & investment objectives.
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The AMC has always been known for its consistent performance. So, investors who aim for wealth growth can prefer adding the schemes of BSL Mutual Fund in their Portfolio. Birla Sun Life Mutual Fund offers diverse solutions that can help investors achieve their various Financial goals. They offer a bundle of Mutual Fund schemes like equity, debt, hybrid, ELSS, Liquid Funds, etc. The AMC has a productive team of research analysts who are dedicated to tracking down the best investment opportunities across various companies and industries for investing.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio Aditya Birla Sun Life Small Cap Fund Growth ₹85.1331
↑ 0.99 ₹5,181 1,000 -3.5 6.3 24.6 15.2 23.2 39.4 1.7 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,446.66
↑ 4.69 ₹7,688 100 -2 5.9 21.8 9.9 13.8 21.3 1.96 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹54.66
↑ 0.23 ₹3,264 1,000 -0.5 5.7 16 11 12.4 21.7 1.1 Aditya Birla Sun Life Regular Savings Fund Growth ₹63.2942
↑ 0.11 ₹1,425 500 1.7 5.8 12.4 8 9.5 9.6 2.52 Aditya Birla Sun Life Corporate Bond Fund Growth ₹107.189
↑ 0.03 ₹23,337 100 2 4.5 8.6 6.4 7.1 7.3 2.36 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24
DSP BlackRock is the world’s largest investment management firm. It has a track record of investment excellence of more than 20 years. Investors can choose from the host of investment options like equity, debt, hybrid, Fund of Funds, International FoFs, etc. The AMC has an experienced team of investment professionals. Here are some of the best performing schemes by DSP BlackRock that you can consider while investing.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio DSP BlackRock Equity Opportunities Fund Growth ₹590.481
↑ 3.00 ₹13,804 500 -3.8 8.9 34.6 17.7 20.5 32.5 2.19 DSP BlackRock Natural Resources and New Energy Fund Growth ₹86.661
↓ -0.33 ₹1,246 500 -8.3 -4.5 31 17.9 22.5 31.2 1.92 DSP BlackRock US Flexible Equity Fund Growth ₹55.2554
↓ -0.11 ₹853 500 1.1 3 20.6 9.7 15.1 22 1.69 DSP BlackRock India T.I.G.E.R Fund Growth ₹316.473
↑ 1.61 ₹5,406 500 -5.7 1.5 46.3 29.2 28.2 49 2.67 DSP BlackRock Tax Saver Fund Growth ₹133.051
↑ 0.59 ₹16,841 500 -2.7 10.4 35.8 17.4 21.1 30 2.35 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24
Kotak Mutual Fund started its operations in the year 1998. It has a large customer base of approximately 7.5 Lac investors. The AMC offers a variety of Mutual Fund schemes to cater the diverse requirements of the investors. Through its innovative product, the company helps investors in achieving their various investment goals. Some of the categories of the Mutual Fund include equity, debt, hybrid, Fund of Fund, liquid, ELSS and so on.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio Kotak Equity Opportunities Fund Growth ₹323.999
↑ 1.45 ₹25,034 1,000 -4 3.5 30.6 18.1 20.9 29.3 2.32 Kotak Standard Multicap Fund Growth ₹77.848
↑ 0.10 ₹50,582 500 -4.5 3.2 25.1 13.4 16.1 24.2 1.8 Kotak Infrastructure & Economic Reform Fund Growth ₹64.592
↑ 0.67 ₹2,368 1,000 -5.8 0.5 37.2 25.1 26.8 37.3 2.2 Kotak Emerging Equity Scheme Growth ₹128.919
↑ 1.24 ₹50,627 1,000 -1.1 12.2 36.2 20.7 26.7 31.5 2.38 Kotak Asset Allocator Fund - FOF Growth ₹217.011
↑ 0.72 ₹1,598 1,000 -0.8 5.3 24.3 16.7 20.4 23.4 2.99 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24
Over the years, Tata Mutual Fund, with its consistent performances, has earned the trust of lakhs of investors. The AMC has been operating in India for more than two decades. The company aims at seeking consistent & long-term results. Investors can choose funds from various categories such as equity, debt, hybrid, liquid & ELSS, as per their investment needs & objectives.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio Tata Equity PE Fund Growth ₹344.337
↑ 2.24 ₹8,681 150 -5.2 5.4 33.4 19.5 20.3 37 2.28 Tata India Tax Savings Fund Growth ₹42.8201
↑ 0.18 ₹4,680 500 -2.9 9.8 27.4 14.5 17.6 24 2.02 Tata Retirement Savings Fund - Progressive Growth ₹63.2984
↑ 0.39 ₹2,089 150 -3.6 7.9 24.7 12.2 15.5 29 2.09 Tata Retirement Savings Fund-Moderate Growth ₹61.9666
↑ 0.30 ₹2,162 150 -2.3 8.2 22.3 11.7 14.6 25.3 2.12 Tata Retirement Savings Fund - Conservative Growth ₹30.4597
↑ 0.05 ₹174 500 -0.5 4.5 11.4 6.6 8 12.1 1.89 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24
Principal Mutual Fund offers a wide Range of financial solutions for both retail and institutional investors. The AMC has an customer base of 4 lakh investors. The company uses a strict risk-management policy and appropriate research techniques to support its investment decisions. Principal Mutual Fund aims to bring innovative schemes in order to satisfy the diverse needs of the customers.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 100 2.9 13.6 38.9 21.9 19.2 2.74 Principal Hybrid Equity Fund Growth ₹154.955
↑ 0.80 ₹5,358 100 -1.6 7.2 22.2 10.6 15.2 16.8 1.93 Principal Cash Management Fund Growth ₹2,209.37
↑ 0.40 ₹6,783 2,000 1.7 3.5 7.3 6.2 5.2 7 3.2 Principal Multi Cap Growth Fund Growth ₹360.89
↑ 2.62 ₹2,759 100 -3.4 6 27.1 14.1 20.6 31.1 2 Principal Global Opportunities Fund Growth ₹47.4362
↓ -0.04 ₹38 2,000 2.9 3.1 25.8 24.8 16.5 2.31 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Note: Ratio's shown as on 30 Nov 21
Since its launch in the year 1997, L&T Mutual Fund has gained an immense trust amongst the investors. The AMC emphasizes on delivering a superior long-term risk-adjusted performance. Investors can choose schemes from a host of options like equity, debt, ELSS, Hybrid Fund, etc. Some of the best performing schemes are:
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sharpe Ratio L&T India Value Fund Growth ₹104.85
↑ 0.60 ₹13,603 500 -2.4 6.7 34.2 21.6 24.1 39.4 2.57 L&T Emerging Businesses Fund Growth ₹83.7283
↑ 0.94 ₹17,306 500 -2.1 8.4 27.8 23.1 30 46.1 2 L&T Business Cycles Fund Growth ₹41.3844
↑ 0.27 ₹995 500 -1.9 7.6 41.3 21 22.2 31.3 3.18 L&T Midcap Fund Growth ₹379.321
↑ 5.15 ₹11,768 500 -1.4 10.4 40.5 21.5 23.6 40 2.92 L&T Tax Advantage Fund Growth ₹129.12
↑ 1.00 ₹4,253 500 -2.6 8.8 37 16.7 18.8 28.4 2.72 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24 Note: Ratio's shown as on 31 Oct 24