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Table of Contents
- Why should you Invest in Mutual Funds?
- Top 10 Mutual Funds to Invest in 2025
- How to Choose the Best Performing Mutual Fund?
- How to Invest in Mutual Fund Online?
Top 10 Funds
- Principal Emerging Bluechip Fund
- Motilal Oswal Multicap 35 Fund
- Franklin Asian Equity Fund
- SBI Magnum Children's Benefit Plan
- Invesco India Growth Opportunities Fund
- PGIM India Credit Risk Fund
- Aditya Birla Sun Life Regular Savings Fund
- Aditya Birla Sun Life Corporate Bond Fund
- ICICI Prudential MIP 25
- HDFC Corporate Bond Fund
Top 10 Mutual Funds for 2025
Looking for the best Mutual Fund to invest in 2025? While Investing in Mutual Funds, investors often find difficulty in choosing a fund that would give them consistent returns.
To solve all the hassles, we have come up with the list of top 10 Mutual Fund schemes that you could prefer investing in. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc. You can invest in these schemes in two ways- either by taking a SIP route or a lump sum way.
In a lump sum mode of investment, investors can invest a considerable amount as a one-time down payment in the scheme, whereas in a SIP mode, investors can invest at regular intervals that can be monthly, quarterly and annually. The minimum investment amount in a lump sum could Range from INR 1000-5000, while in a SIP you can start investing with just INR 500.
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Why should you Invest in Mutual Funds?
You can invest in Mutual Funds as per your risk appetite. There is an array of schemes for all kinds of risk takers. Right from conservative investors to high-risk investors, everyone can invest in Mutual Fund schemes
Mutual Funds provide you with a plethora of tax benefits
Mutual Funds can give you better returns and cash flows than any other traditional investment options like FDs, etc.
You can get a right amount of diversification by investing in Mutual Funds. You can hold numbers of various schemes in your Portfolio
Mutual Funds are affordable. One can start their investment with an amount as low as INR 500 via a SIP
The money you invest in managed by a team of an expert. They have real-time access to the Market and they are able to execute trades on the most cost-effective scale
Your Mutual Fund investments are in safe hands. Every Mutual Fund is regulated by SEBI (The Securities and Exchange Board of India), hence all the fund that you invest runs in a transparent manner and is secured.
Top 10 Mutual Funds to Invest in 2025
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 2.9 13.6 38.9 21.9 19.2 Motilal Oswal Multicap 35 Fund Growth ₹54.1618
↑ 0.57 ₹11,855 -16.4 -10.6 14.1 20.5 17.1 45.7 Franklin Asian Equity Fund Growth ₹28.332
↓ -0.11 ₹244 -2.5 2.7 12 2.2 4.4 14.4 SBI Magnum Children's Benefit Plan Growth ₹104.237
↑ 0.21 ₹121 -3.6 -1.4 11.2 11.3 13.5 17.4 Invesco India Growth Opportunities Fund Growth ₹82
↑ 0.32 ₹6,250 -16.7 -13.2 9.3 18.9 20 37.5 PGIM India Credit Risk Fund Growth ₹15.5876
↑ 0.00 ₹39 0.6 4.4 8.4 3 4.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹63.2111
↑ 0.04 ₹1,387 -1.8 0.6 7.9 7.6 10.3 10.5 Aditya Birla Sun Life Corporate Bond Fund Growth ₹109.434
↑ 0.03 ₹25,341 1.5 3.6 7.9 6.9 6.9 8.5 ICICI Prudential MIP 25 Growth ₹71.6525
↑ 0.02 ₹3,144 -1.1 -0.1 7.9 9.2 9.7 11.4 HDFC Corporate Bond Fund Growth ₹31.4983
↑ 0.01 ₹32,421 1.3 3.5 7.8 6.6 6.6 8.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21
The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation. Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on To provide attractive returns to the Magnum holders / Unit holders by means
of capital appreciation through an actively managed portfolio of debt, equity
and money market instruments. Income generated through the receipt of coupon payments, the amortization of the discount on the debt instruments, receipt of dividends or purchase and sale of securities in the underlying portfolio, will be reinvested. SBI Magnum Children's Benefit Plan is a Solutions - Childrens Fund fund was launched on 21 Feb 02. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Children's Benefit Plan Returns up to 1 year are on (Erstwhile Invesco India Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (Erstwhile DHFL Pramerica Credit Opportunities Fund) The investment objective of the Scheme is to generate income and capital appreciation by investing predominantly in corporate debt. There can be no assurance that the investment objective of the Scheme will be realized. PGIM India Credit Risk Fund is a Debt - Credit Risk fund was launched on 29 Sep 14. It is a fund with Moderate risk and has given a Below is the key information for PGIM India Credit Risk Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life MIP II - Wealth 25 Plan) An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus. Aditya Birla Sun Life Regular Savings Fund is a Hybrid - Hybrid Debt fund was launched on 22 May 04. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Regular Savings Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Short Term Fund) An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities. Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. It is a fund with Moderately Low risk and has given a Below is the key information for Aditya Birla Sun Life Corporate Bond Fund Returns up to 1 year are on The Scheme seeks to generate regular income through investments primarily in debt and money market instruments. As a secondary objective, the Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the Scheme. However, there can be no assurance that the investment objectives of the Scheme will be realized. ICICI Prudential MIP 25 is a Hybrid - Hybrid Debt fund was launched on 30 Mar 04. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential MIP 25 Returns up to 1 year are on (Erstwhile HDFC Medium Term Opportunities Fund) To generate regular income through investments in Debt/
Money Market Instruments and Government Securities with
maturities not exceeding 60 months. HDFC Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 29 Jun 10. It is a fund with Moderately Low risk and has given a Below is the key information for HDFC Corporate Bond Fund Returns up to 1 year are on 1. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,144 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Motilal Oswal Multicap 35 Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (11 Mar 25) ₹54.1618 ↑ 0.57 (1.07 %) Net Assets (Cr) ₹11,855 on 31 Jan 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.9 Information Ratio 0.49 Alpha Ratio 13.01 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Multi Cap Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,931 28 Feb 22 ₹12,199 28 Feb 23 ₹12,226 29 Feb 24 ₹18,009 28 Feb 25 ₹20,280 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -2.7% 3 Month -16.4% 6 Month -10.6% 1 Year 14.1% 3 Year 20.5% 5 Year 17.1% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 45.7% 2023 31% 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% 2015 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.41 Yr. Niket Shah 1 Jul 22 2.67 Yr. Santosh Singh 1 Aug 23 1.58 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Atul Mehra 1 Oct 24 0.41 Yr. Sunil Sawant 1 Jul 24 0.67 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 22.53% Technology 21.94% Industrials 18.17% Financial Services 9.9% Communication Services 9.17% Health Care 1.79% Asset Allocation
Asset Class Value Cash 20.96% Equity 79.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE9% ₹1,126 Cr 1,362,525
↓ -77,475 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT9% ₹1,084 Cr 1,796,350
↓ -203,650 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB9% ₹1,079 Cr 1,786,833
↓ -13,167 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5002519% ₹1,056 Cr 1,835,546
↑ 10,546 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹868 Cr 17,250,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M6% ₹747 Cr 2,500,000
↓ -750,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹600 Cr 5,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹579 Cr 4,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL4% ₹488 Cr 3,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000933% ₹413 Cr 6,500,000
↑ 6,500,000 3. Franklin Asian Equity Fund
CAGR/Annualized return of 6.3% since its launch. Ranked 1 in Global category. Return for 2024 was 14.4% , 2023 was 0.7% and 2022 was -14.5% . Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (11 Mar 25) ₹28.332 ↓ -0.11 (-0.40 %) Net Assets (Cr) ₹244 on 31 Jan 25 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.5 Sharpe Ratio 1.02 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Sub Cat. Global Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,070 28 Feb 22 ₹11,966 28 Feb 23 ₹10,714 29 Feb 24 ₹10,671 28 Feb 25 ₹12,039 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -0.9% 3 Month -2.5% 6 Month 2.7% 1 Year 12% 3 Year 2.2% 5 Year 4.4% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.4% 2023 0.7% 2022 -14.5% 2021 -5.9% 2020 25.8% 2019 28.2% 2018 -13.6% 2017 35.5% 2016 7.2% 2015 -4.6% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Sandeep Manam 18 Oct 21 3.37 Yr. Shyam Sriram 26 Sep 24 0.43 Yr. Data below for Franklin Asian Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Technology 26% Consumer Cyclical 22.46% Financial Services 22.32% Consumer Defensive 7.08% Industrials 7.01% Communication Services 4.74% Health Care 4.23% Real Estate 2.86% Basic Materials 1.25% Asset Allocation
Asset Class Value Cash 2.05% Equity 97.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 233015% ₹36 Cr 122,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | ICICIBANK5% ₹13 Cr 103,868 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007005% ₹12 Cr 25,900
↓ -2,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK4% ₹9 Cr 52,213 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059303% ₹7 Cr 23,765 Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 099883% ₹7 Cr 68,604 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5008503% ₹7 Cr 85,863 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24543% ₹7 Cr 17,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT3% ₹7 Cr 18,306 AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 012993% ₹6 Cr 101,600
↓ -10,200 4. SBI Magnum Children's Benefit Plan
CAGR/Annualized return of since its launch. Ranked 1 in Childrens Fund category. Return for 2024 was 17.4% , 2023 was 16.9% and 2022 was 1.9% . SBI Magnum Children's Benefit Plan
Growth Launch Date 21 Feb 02 NAV (11 Mar 25) ₹104.237 ↑ 0.21 (0.20 %) Net Assets (Cr) ₹121 on 31 Jan 25 Category Solutions - Childrens Fund AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.2 Sharpe Ratio 1.2 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (3%),1-2 Years (2%),2-3 Years (1%),3 Years and above(NIL) Sub Cat. Childrens Fund Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,556 28 Feb 22 ₹13,414 28 Feb 23 ₹13,842 29 Feb 24 ₹16,754 28 Feb 25 ₹18,416
Purchase not allowed Returns for SBI Magnum Children's Benefit Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -0.6% 3 Month -3.6% 6 Month -1.4% 1 Year 11.2% 3 Year 11.3% 5 Year 13.5% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 17.4% 2023 16.9% 2022 1.9% 2021 18.3% 2020 14.8% 2019 2.6% 2018 0.1% 2017 24.3% 2016 16.1% 2015 7% Fund Manager information for SBI Magnum Children's Benefit Plan
Name Since Tenure R. Srinivasan 13 Jan 21 4.13 Yr. Rajeev Radhakrishnan 9 Jun 08 16.74 Yr. Pradeep Kesavan 31 Dec 23 1.17 Yr. Data below for SBI Magnum Children's Benefit Plan as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 17.59% Equity 20.3% Debt 62.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% State Government Of Uttar Pradesh 2036
Sovereign Bonds | -13% ₹15 Cr 1,500,000 7.18% Govt Stock 2033
Sovereign Bonds | -9% ₹10 Cr 1,000,000 6.79% Govt Stock 2034
Sovereign Bonds | -8% ₹10 Cr 1,000,000 Rajasthan (Government of ) 7.49%
- | -4% ₹5 Cr 500,000 Sundaram Finance Limited
Debentures | -4% ₹5 Cr 500 Nexus Select Trust
Debentures | -4% ₹5 Cr 500 Mahindra & Mahindra Financial Services Ltd
Debentures | -4% ₹5 Cr 500 Gs CG 16/12/2026 - (Strips) Tb
Sovereign Bonds | -3% ₹3 Cr 375,000 Muthoot Finance Limited
Debentures | -3% ₹3 Cr 300 Avanse Financial Services Ltd.
Debentures | -3% ₹3 Cr 300 5. Invesco India Growth Opportunities Fund
CAGR/Annualized return of 12.7% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% . Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (11 Mar 25) ₹82 ↑ 0.32 (0.39 %) Net Assets (Cr) ₹6,250 on 31 Jan 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.84 Information Ratio 0.37 Alpha Ratio 8.74 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,351 28 Feb 22 ₹13,887 28 Feb 23 ₹14,248 29 Feb 24 ₹21,121 28 Feb 25 ₹22,851 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -3.3% 3 Month -16.7% 6 Month -13.2% 1 Year 9.3% 3 Year 18.9% 5 Year 20% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.5% 2023 31.6% 2022 -0.4% 2021 29.7% 2020 13.3% 2019 10.7% 2018 -0.2% 2017 39.6% 2016 3.3% 2015 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.31 Yr. Amit Ganatra 21 Jan 22 3.11 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 27.46% Consumer Cyclical 23.77% Health Care 13.77% Industrials 10.04% Technology 8.91% Real Estate 6.66% Basic Materials 4.9% Consumer Defensive 2.25% Communication Services 1.96% Asset Allocation
Asset Class Value Cash 0.27% Equity 99.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002514% ₹278 Cr 483,608
↑ 62,658 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO4% ₹265 Cr 612,171
↑ 38,698 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹260 Cr 2,077,721
↑ 399,318 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹236 Cr 1,837,608
↑ 217,790 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹220 Cr 5,292,395
↑ 2,115,144 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹212 Cr 1,993,259 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹202 Cr 9,152,597
↑ 2,446,793 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE3% ₹200 Cr 376,990 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON3% ₹195 Cr 130,340 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹195 Cr 13,404,597
↑ 949,280 6. PGIM India Credit Risk Fund
CAGR/Annualized return of 6.3% since its launch. Ranked 2 in Credit Risk category. . PGIM India Credit Risk Fund
Growth Launch Date 29 Sep 14 NAV (21 Jan 22) ₹15.5876 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹39 on 31 Dec 21 Category Debt - Credit Risk AMC Pramerica Asset Managers Private Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.85 Sharpe Ratio 1.73 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Yield to Maturity 5.01% Effective Maturity 7 Months 2 Days Modified Duration 6 Months 14 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹9,774 Returns for PGIM India Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month 0.3% 3 Month 0.6% 6 Month 4.4% 1 Year 8.4% 3 Year 3% 5 Year 4.2% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for PGIM India Credit Risk Fund
Name Since Tenure Data below for PGIM India Credit Risk Fund as on 31 Dec 21
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Aditya Birla Sun Life Regular Savings Fund
CAGR/Annualized return of 9.3% since its launch. Ranked 4 in Hybrid Debt category. Return for 2024 was 10.5% , 2023 was 9.6% and 2022 was 5.3% . Aditya Birla Sun Life Regular Savings Fund
Growth Launch Date 22 May 04 NAV (11 Mar 25) ₹63.2111 ↑ 0.04 (0.06 %) Net Assets (Cr) ₹1,387 on 15 Feb 25 Category Hybrid - Hybrid Debt AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.7 Information Ratio 0.14 Alpha Ratio 0.03 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,550 28 Feb 22 ₹12,870 28 Feb 23 ₹13,268 29 Feb 24 ₹14,728 28 Feb 25 ₹15,888 Returns for Aditya Birla Sun Life Regular Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month 0% 3 Month -1.8% 6 Month 0.6% 1 Year 7.9% 3 Year 7.6% 5 Year 10.3% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 2023 9.6% 2022 5.3% 2021 13.4% 2020 9.2% 2019 5.8% 2018 -2.2% 2017 15.5% 2016 13.1% 2015 5.4% Fund Manager information for Aditya Birla Sun Life Regular Savings Fund
Name Since Tenure Mohit Sharma 31 Oct 24 0.33 Yr. Harshil Suvarnkar 22 Mar 21 3.95 Yr. Data below for Aditya Birla Sun Life Regular Savings Fund as on 15 Feb 25
Asset Allocation
Asset Class Value Cash 4.8% Equity 22.86% Debt 72.01% Other 0.33% Equity Sector Allocation
Sector Value Financial Services 7.91% Technology 2.86% Consumer Cyclical 1.83% Industrials 1.69% Basic Materials 1.58% Energy 1.48% Health Care 1.45% Real Estate 1.31% Communication Services 1.11% Consumer Defensive 0.89% Utility 0.75% Debt Sector Allocation
Sector Value Corporate 42.7% Government 29.31% Cash Equivalent 4.8% Credit Quality
Rating Value AA 8.73% AAA 91.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment And Fin. Co. Ltd
Debentures | -4% ₹60 Cr 6,000 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹35 Cr 3,500,000
↓ -1,500,000 07.49 Tn SDL 2034
Sovereign Bonds | -2% ₹31 Cr 3,000,000 Bajaj Housing Finance Limited
Debentures | -2% ₹30 Cr 300 LIC Housing Finance Limited
Debentures | -2% ₹30 Cr 3,000 Nuvama Wealth Finance Limited 9.75%
Debentures | -2% ₹30 Cr 3,000
↑ 3,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK2% ₹29 Cr 232,335 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | HDFCBANK2% ₹29 Cr 169,353
↑ 25,000 Rural Electrification Corporation Limited
Debentures | -2% ₹26 Cr 250 Bharti Telecom Limited
Debentures | -2% ₹25 Cr 2,500 8. Aditya Birla Sun Life Corporate Bond Fund
CAGR/Annualized return of 8.9% since its launch. Ranked 1 in Corporate Bond category. Return for 2024 was 8.5% , 2023 was 7.3% and 2022 was 4.1% . Aditya Birla Sun Life Corporate Bond Fund
Growth Launch Date 3 Mar 97 NAV (11 Mar 25) ₹109.434 ↑ 0.03 (0.03 %) Net Assets (Cr) ₹25,341 on 31 Jan 25 Category Debt - Corporate Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.5 Sharpe Ratio 1.92 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.48% Effective Maturity 5 Years 8 Months 19 Days Modified Duration 3 Years 9 Months 14 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,921 28 Feb 22 ₹11,505 28 Feb 23 ₹12,006 29 Feb 24 ₹12,959 28 Feb 25 ₹14,008 Returns for Aditya Birla Sun Life Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month 0.4% 3 Month 1.5% 6 Month 3.6% 1 Year 7.9% 3 Year 6.9% 5 Year 6.9% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.5% 2023 7.3% 2022 4.1% 2021 4% 2020 11.9% 2019 9.6% 2018 7% 2017 6.5% 2016 10.2% 2015 8.9% Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund
Name Since Tenure Kaustubh Gupta 12 Apr 21 3.89 Yr. Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 3.14% Debt 96.6% Other 0.26% Debt Sector Allocation
Sector Value Corporate 58.67% Government 37.73% Cash Equivalent 3.14% Securitized 0.19% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -9% ₹2,196 Cr 214,661,700
↑ 48,500,000 7.18% Govt Stock 2033
Sovereign Bonds | -8% ₹2,114 Cr 206,000,000
↓ -46,000,000 7.18% Govt Stock 2037
Sovereign Bonds | -6% ₹1,624 Cr 158,324,100
↑ 1,500,000 Small Industries Development Bank Of India
Debentures | -3% ₹769 Cr 77,050 Small Industries Development Bank Of India
Debentures | -2% ₹599 Cr 6,000 Bajaj Housing Finance Limited
Debentures | -2% ₹556 Cr 55,000 Bajaj Finance Limited
Debentures | -2% ₹454 Cr 45,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹437 Cr 43,500 Ncd Small Industries Development Bank Of India
Debentures | -2% ₹400 Cr 40,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹399 Cr 4,000 9. ICICI Prudential MIP 25
CAGR/Annualized return of 9.9% since its launch. Ranked 2 in Hybrid Debt category. Return for 2024 was 11.4% , 2023 was 11.4% and 2022 was 5.1% . ICICI Prudential MIP 25
Growth Launch Date 30 Mar 04 NAV (11 Mar 25) ₹71.6525 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹3,144 on 31 Jan 25 Category Hybrid - Hybrid Debt AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,143 28 Feb 22 ₹12,098 28 Feb 23 ₹12,681 29 Feb 24 ₹14,489 28 Feb 25 ₹15,612 Returns for ICICI Prudential MIP 25
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -0.4% 3 Month -1.1% 6 Month -0.1% 1 Year 7.9% 3 Year 9.2% 5 Year 9.7% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 11.4% 2022 5.1% 2021 9.9% 2020 10.9% 2019 9.6% 2018 5.1% 2017 12.9% 2016 10.9% 2015 6.4% Fund Manager information for ICICI Prudential MIP 25
Name Since Tenure Manish Banthia 19 Sep 13 11.45 Yr. Akhil Kakkar 22 Jan 24 1.11 Yr. Roshan Chutkey 2 May 22 2.83 Yr. Sharmila D’mello 31 Jul 22 2.59 Yr. Data below for ICICI Prudential MIP 25 as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 15.49% Equity 21.5% Debt 62.45% Other 0.56% Equity Sector Allocation
Sector Value Financial Services 6.59% Consumer Cyclical 3.56% Health Care 3.13% Basic Materials 2.42% Consumer Defensive 1.87% Communication Services 1.66% Utility 0.79% Industrials 0.55% Technology 0.52% Energy 0.42% Debt Sector Allocation
Sector Value Corporate 44.63% Government 20.28% Cash Equivalent 11.56% Securitized 1.47% Credit Quality
Rating Value A 8.61% AA 35.36% AAA 56.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2033
Sovereign Bonds | -8% ₹265 Cr 25,815,500 7.53% Govt Stock 2034
Sovereign Bonds | -5% ₹168 Cr 16,574,750 7.38% Govt Stock 2027
Sovereign Bonds | -4% ₹117 Cr 11,500,000 State Bank Of India
Debentures | -3% ₹98 Cr 1,000 L&T Metro Rail (Hyderabad) Limited
Debentures | -3% ₹79 Cr 800 360 One Prime Limited
Debentures | -2% ₹75 Cr 7,500 Yes Bank Limited
Debentures | -2% ₹64 Cr 650 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK2% ₹62 Cr 489,871 7.26% Govt Stock 2033
Sovereign Bonds | -2% ₹56 Cr 5,463,150 Godrej Industries Limited
Debentures | -2% ₹50 Cr 5,000 10. HDFC Corporate Bond Fund
CAGR/Annualized return of 8.1% since its launch. Ranked 2 in Corporate Bond category. Return for 2024 was 8.6% , 2023 was 7.2% and 2022 was 3.3% . HDFC Corporate Bond Fund
Growth Launch Date 29 Jun 10 NAV (11 Mar 25) ₹31.4983 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹32,421 on 31 Jan 25 Category Debt - Corporate Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.59 Sharpe Ratio 2.27 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 7.51% Effective Maturity 5 Years 11 Months 28 Days Modified Duration 3 Years 10 Months 11 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,844 28 Feb 22 ₹11,425 28 Feb 23 ₹11,836 29 Feb 24 ₹12,785 28 Feb 25 ₹13,805 Returns for HDFC Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month 0.2% 3 Month 1.3% 6 Month 3.5% 1 Year 7.8% 3 Year 6.6% 5 Year 6.6% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.6% 2023 7.2% 2022 3.3% 2021 3.9% 2020 11.8% 2019 10.3% 2018 6.5% 2017 6.5% 2016 10.6% 2015 8.6% Fund Manager information for HDFC Corporate Bond Fund
Name Since Tenure Anupam Joshi 27 Oct 15 9.35 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Corporate Bond Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 3.53% Debt 96.2% Other 0.27% Debt Sector Allocation
Sector Value Corporate 60.98% Government 35.22% Cash Equivalent 3.53% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.23% Govt Stock 2039
Sovereign Bonds | -5% ₹1,548 Cr 150,000,000
↓ -25,000,000 7.93% Govt Stock 2033
Sovereign Bonds | -4% ₹1,286 Cr 125,000,000 6.92% Govt Stock 2039
Sovereign Bonds | -4% ₹1,156 Cr 115,000,000
↓ -10,000,000 7.53% Govt Stock 2034
Sovereign Bonds | -3% ₹820 Cr 81,000,000 State Bank Of India
Debentures | -2% ₹800 Cr 800 HDFC Bank Limited
Debentures | -2% ₹510 Cr 50,000 Bajaj Housing Finance Limited
Debentures | -2% ₹504 Cr 50,000 Ncd Small Industries Development Bank Of India
Debentures | -2% ₹501 Cr 50,000 LIC Housing Finance Limited
Debentures | -2% ₹500 Cr 5,000 Reliance Industries Limited
Debentures | -1% ₹473 Cr 4,500
↓ -250
How to Choose the Best Performing Mutual Fund?
The best way to spot a good fund by yourself is by looking at both its qualitative and quantitative measures-
Fund Performance
Investors should do a fair assessment of the funds’ performances for over a period of time. It is suggested to go choose a fund that consistently beats its benchmark for over 4-5 years.
AUM
AUM is the Asset Under Management. One 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 and too large, can hinder a fund’s performance.
Fund Manager
It is advisable to go for a fund manager who has been consistent over his career. As, a fund manager is responsible for making investment decisions for the fund’s portfolio, it becomes important to consider a fund managed by an experienced fund manager.
Fund House Reputation
It is important to always look at the quality & reputation of the fund house. A fund house with a strong-consistent track record, start funds/good performing funds, etc., is the one to invest in.
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