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As on 27-07-2023

Large Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Bluechip Equity Fund - Direct Plan - Growth

A rare scheme that outperformed its benchmark index. Focuses on companies with competitive advantage

22.05 15.17 15.92

Mirae Asset Large Cap Fund - Direct Plan - Growth

One of the best performers in large-cap space. And among the largest

21.64 13.49 18.23

Category Average

22.09 12.66 15.16
Flexi Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Kotak Flexi Cap Fund - Direct Plan - Growth

The largest flexi-cap fund still packs a punch. Steady fund management adds confidence and continuity

22.05 12.74 18.01

Parag Parikh Flexi Cap Fund - Direct Plan - Growth

A fall in US markets and lack of international investment options badly affected in 2022. Still, prospects are good

26.49 18.77 19.86

UTI Flexi Cap Fund - Direct Plan - Growth

Fund manager Ajay Tyagi ignore valuations, if quality of business is good and balance sheets are strong

21.16 12.34 15.7

Category Average

24.52 13.86 17.11
Mid Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Edelweiss Mid Cap Fund - Direct Plan - Growth

Follows a blend of growth and value style of stock-picking

34.77 18.05 23.23

Kotak Emerging Equity Fund - Direct Plan - Growth

Despite big size, the fund is a good mid-cap pick. Reasonably diversified portfolio

34.16 18.72 24.2

PGIM India Midcap Opportunities Fund - Direct Plan - Growth

Fund houses has shed its sordid past and reoriented itself with strong leadership and good fund management. A worthy mid-cap pick

35.95 21.42 N/A

SBI Magnum Midcap Fund - Direct Plan - Growth

Manages a mid and smallcap heavy portfolio with buy and hold approach

36.78 19.2 22.61

Category Average

32.14 16.74 21.37
Small Cap (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Nippon India Small Cap Fund - Direct Plan - Growth

Holds over 170 stocks and is the largest small-cap scheme. Invest smaller sums in this fund

48.35 23.26 29.92

SBI Small Cap Fund - Direct Plan - Growth

A large corpus hasn’t deterred the scheme’s performance in rising as well as falling markets

37.35 20.81 27.81

Category Average

41.19 19.77 23.22
ELSS (Core/Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Tax Saver Fund - Direct Plan - Growth

Follow a buy-and-hold strategy. Promoter’s integrity in underlying company is important for fund managers

25.36 16.84 17.39

Kotak Tax Saver Fund - Direct Plan - Growth

The portfolio tilts towards large-cap stocks, but invests up to 45% in mid- and small- cap stocks too

27.11 16.4 18.52

Category Average

28.51 14.94 17.11
Focused (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

SBI Focused Equity Fund - Direct Plan - Growth

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking investors. Predominantly invests in mid and small-cap stocks

23.37 15.17 18.59

Sundaram Focused Fund - Direct Plan - Growth

A flexi-cap approach but prefers to hold more large-cap stocks. Despite a focused portfolio, doesn’t churn much

24.48 15.34 16.81

Category Average

24.13 13.5 17.25
Aggressive Hybrid (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Hybrid Fund - Direct Plan - Growth

Low volatility and better risk-adjusted returns make this fund a good pick

18.83 13.51 16.07

DSP Equity & Bond Fund - Direct Plan - Growth

Follows a growth style and diversifies across 60-65 stocks to keep risks low

19.47 12.83 15.65

Category Average

20.92 12.48 15.02
Short Term (Core) 1 Y (%) 2 Y (%) 3 Y (%)

Axis Short Term Fund - Direct Plan - Growth

Consistent performer. Fund management stability. Nil exposure to AT1 bonds

7.25 5.42 5.42

HDFC Short Term Debt Fund - Direct Plan - Growth

Has done well across interest rate cycles. Maintains portfolio duration between 1-3 years

7.38 5.27 5.51

ICICI Prudential Short Term Fund - Direct Fund - Growth

Invests in government securities opportunistically. Invests a small portion in sub-AAA rated instruments. Largest scheme in its category

8.31 6.22 6.14

Category Average

7.31 5.95 5.71
Corporate Bond (Core) 1 Y (%) 2 Y (%) 3 Y (%)

HDFC Corporate Bond Fund - Direct Plan - Growth

Prudent risk control strategy helped HCBF navigate the debt fund crisis, successfully

7.63 5.12 5.25

Sundaram Corporate Bond Fund - Direct Plan Growth

Performance looks bit subdued comparatively and a lower rating, but that’s because the scheme takes lower risks. Consistently invests in AAA-rated securities

6.3 4.54 4.87

Category Average

6.99 4.85 5.01
Banking and PSU Debt (Core) 1 Y (%) 2 Y (%) 3 Y (%)

Bandhan Banking & PSU Debt Fund - Direct Plan - Growth

Has consistently held a high-quality portfolio. Strictly avoids credit risks and AT1 bonds

6.84 4.88 4.99

Kotak Banking and PSU Debt Fund - Direct Plan - Growth

Invests at least 80 % in bonds issued by banks, government-owned firms and municipalities. Avoids bonds issued by private-sector firms

7.4 5.36 5.3

Nippon India Banking & PSU Debt Fund - Direct Plan - Growth

With close to 89 securities in the fund (Rs 4,000 crore corpus), it’s fairly diversified

7.14 5.05 5.2

Category Average

6.84 4.91 4.91
Index Funds/ETFs 3 Y (%) 5 Y (%) 10 Y (%)

ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth

A good way to pick the next winners in the large-cap category

19.95 9.21 14.93

UTI Nifty 50 Index Fund - Direct Plan - Growth

Launched in 2000, this was India’s first Nifty-based index fund. Low tracking error makes it a winner

22.04 12.77 13.8

As on 27-07-2023

Large Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Bluechip Equity Fund - Direct Plan - Growth

A rare scheme that outperformed its benchmark index. Focuses on companies with competitive advantage

16.16 17.88 15.82

Mirae Asset Large Cap Fund - Direct Plan - Growth

One of the best performers in large-cap space. And among the largest

15.39 16.17 15.62

Category Average

22.09 12.66 15.16
Flexi Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Kotak Flexi Cap Fund - Direct Plan - Growth

The largest flexi-cap fund still packs a punch. Steady fund management adds confidence and continuity

16.7 16.43 15.49

Parag Parikh Flexi Cap Fund - Direct Plan - Growth

A fall in US markets and lack of international investment options badly affected in 2022. Still, prospects are good

19.98 22.79 19.24

UTI Flexi Cap Fund - Direct Plan - Growth

Fund manager Ajay Tyagi ignore valuations, if quality of business is good and balance sheets are strong

10.28 14.8 14.21

Category Average

24.52 13.86 17.11
Mid Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Edelweiss Mid Cap Fund - Direct Plan - Growth

Follows a blend of growth and value style of stock-picking

23.87 24.78 20.09

Kotak Emerging Equity Fund - Direct Plan - Growth

Despite big size, the fund is a good mid-cap pick. Reasonably diversified portfolio

23.65 24.39 20.72

PGIM India Midcap Opportunities Fund - Direct Plan - Growth

Fund houses has shed its sordid past and reoriented itself with strong leadership and good fund management. A worthy mid-cap pick

21.74 27.69 N/A

SBI Magnum Midcap Fund - Direct Plan - Growth

Manages a mid and smallcap heavy portfolio with buy and hold approach

26.65 26.41 19.16

Category Average

32.14 16.74 21.37
Small Cap (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Nippon India Small Cap Fund - Direct Plan - Growth

Holds over 170 stocks and is the largest small-cap scheme. Invest smaller sums in this fund

36.3 33.51 25.74

SBI Small Cap Fund - Direct Plan - Growth

A large corpus hasn’t deterred the scheme’s performance in rising as well as falling markets

25.78 26.91 24.14

Category Average

41.19 19.77 23.22
ELSS (Core/Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Tax Saver Fund - Direct Plan - Growth

Follow a buy-and-hold strategy. Promoter’s integrity in underlying company is important for fund managers

17.64 19.74 16.84

Kotak Tax Saver Fund - Direct Plan - Growth

The portfolio tilts towards large-cap stocks, but invests up to 45% in mid- and small- cap stocks too

20.79 20.38 17.22

Category Average

28.51 14.94 17.11
Focused (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

SBI Focused Equity Fund - Direct Plan - Growth

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking investors. Predominantly invests in mid and small-cap stocks

16.79 17.71 16.7

Sundaram Focused Fund - Direct Plan - Growth

A flexi-cap approach but prefers to hold more large-cap stocks. Despite a focused portfolio, doesn’t churn much

18.67 19.14 15.8

Category Average

24.13 13.5 17.25
Aggressive Hybrid (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Hybrid Fund - Direct Plan - Growth

Low volatility and better risk-adjusted returns make this fund a good pick

14.26 15.5 14.5

DSP Equity & Bond Fund - Direct Plan - Growth

Follows a growth style and diversifies across 60-65 stocks to keep risks low

14.52 15.32 14.03

Category Average

20.92 12.48 15.02
Short Term (Core) 1 Y (%) 2 Y (%) 3 Y (%)

Axis Short Term Fund - Direct Plan - Growth

Consistent performer. Fund management stability. Nil exposure to AT1 bonds

7.75 6.3 5.79

HDFC Short Term Debt Fund - Direct Plan - Growth

Has done well across interest rate cycles. Maintains portfolio duration between 1-3 years

7.94 6.26 5.77

ICICI Prudential Short Term Fund - Direct Fund - Growth

Invests in government securities opportunistically. Invests a small portion in sub-AAA rated instruments. Largest scheme in its category

8.47 7.19 6.58

Category Average

7.31 5.95 5.71
Corporate Bond (Core) 1 Y (%) 2 Y (%) 3 Y (%)

HDFC Corporate Bond Fund - Direct Plan - Growth

Prudent risk control strategy helped HCBF navigate the debt fund crisis, successfully

8.08 6.18 5.65

Sundaram Corporate Bond Fund - Direct Plan Growth

Performance looks bit subdued comparatively and a lower rating, but that’s because the scheme takes lower risks. Consistently invests in AAA-rated securities

6.63 5.38 5.04

Category Average

6.99 4.85 5.01
Banking and PSU Debt (Core) 1 Y (%) 2 Y (%) 3 Y (%)

Bandhan Banking & PSU Debt Fund - Direct Plan - Growth

Has consistently held a high-quality portfolio. Strictly avoids credit risks and AT1 bonds

7.43 5.88 5.36

Kotak Banking and PSU Debt Fund - Direct Plan - Growth

Invests at least 80 % in bonds issued by banks, government-owned firms and municipalities. Avoids bonds issued by private-sector firms

7.71 6.17 5.7

Nippon India Banking & PSU Debt Fund - Direct Plan - Growth

With close to 89 securities in the fund (Rs 4,000 crore corpus), it’s fairly diversified

7.74 6 5.53

Category Average

6.84 4.91 4.91
Index Funds/ETFs 3 Y (%) 5 Y (%) 10 Y (%)

ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth

A good way to pick the next winners in the large-cap category

13.09 13.58 12.52

UTI Nifty 50 Index Fund - Direct Plan - Growth

Launched in 2000, this was India’s first Nifty-based index fund. Low tracking error makes it a winner

16.24 16.41 13.84

As on 27-07-2023

Large Cap (Core) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Canara Robeco Bluechip Equity Fund - Direct Plan - Growth

A rare scheme that outperformed its benchmark index. Focuses on companies with competitive advantage

4.13 36.8 0.46 2.41 32.77 5.26 17.35 24.38 24.93 2.29 11.06

Mirae Asset Large Cap Fund - Direct Plan - Growth

One of the best performers in large-cap space. And among the largest

8.05 54.01 4.73 8.49 39.57 1.08 14.09 14.78 27.6 2.65 9.01
Flexi Cap (Core) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Kotak Flexi Cap Fund - Direct Plan - Growth

The largest flexi-cap fund still packs a punch. Steady fund management adds confidence and continuity

5.01 58.95 3.94 9.97 35.86 0.7 13.45 12.84 24.79 5.98 9.81

Parag Parikh Flexi Cap Fund - Direct Plan - Growth

A fall in US markets and lack of international investment options badly affected in 2022. Still, prospects are good

11.55 44.92 9.31 4.11 30.1 0.22 15.48 33.99 45.52 -6.29 19.59

UTI Flexi Cap Fund - Direct Plan - Growth

Fund manager Ajay Tyagi ignore valuations, if quality of business is good and balance sheets are strong

6.69 47.29 1.2 1.2 30.69 4.91 12.54 31.62 32.64 -12.68 8.77
Mid Cap (Core) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Edelweiss Mid Cap Fund - Direct Plan - Growth

Follows a blend of growth and value style of stock-picking

6.77 84.98 10.19 2.25 53.11 -14.59 6.94 27.91 48.92 3.98 14.51

Kotak Emerging Equity Fund - Direct Plan - Growth

Despite big size, the fund is a good mid-cap pick. Reasonably diversified portfolio

-6.01 87.46 9.71 11.36 44.98 -10.42 9.56 22.9 46.1 6.44 13.56

PGIM India Midcap Opportunities Fund - Direct Plan - Growth

Fund houses has shed its sordid past and reoriented itself with strong leadership and good fund management. A worthy mid-cap pick

1.1 43.52 7.45 -1.82 38.67 -14.23 3.72 50.1 63.67 -0.1 9.04

SBI Magnum Midcap Fund - Direct Plan - Growth

Manages a mid and smallcap heavy portfolio with buy and hold approach

12.12 72.25 15.45 5.98 35.02 -17.1 0.35 30.69 50 3.95 18.25
Small Cap (Satellite) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Nippon India Small Cap Fund - Direct Plan - Growth

Holds over 170 stocks and is the largest small-cap scheme. Invest smaller sums in this fund

11.34 97.57 15.13 5.77 64.94 -15.73 -1.97 28.93 72.65 7.53 23.23

SBI Small Cap Fund - Direct Plan - Growth

A large corpus hasn’t deterred the scheme’s performance in rising as well as falling markets

6.66 112.55 21.63 1.73 80.44 -18.69 7.4 35.03 45.69 9.29 12.96
ELSS (Core/Satellite) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Canara Robeco Equity Tax Saver Fund - Direct Plan - Growth

Follow a buy-and-hold strategy. Promoter’s integrity in underlying company is important for fund managers

4.05 45.93 0.94 -0.09 33.02 4.2 12.22 28.27 34.67 1.22 10.76

Kotak Tax Saver Fund - Direct Plan - Growth

The portfolio tilts towards large-cap stocks, but invests up to 45% in mid- and small- cap stocks too

-5.92 57.49 2.6 8.39 35.65 -2.21 13.92 16.23 33.28 8.37 11.64
Focused (Satellite) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

SBI Focused Equity Fund - Direct Plan - Growth

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking investors. Predominantly invests in mid and small-cap stocks

-8.19 58.8 4.51 1.98 45.98 -2.86 16.95 15.82 43.03 -7.56 12.84

Sundaram Focused Fund - Direct Plan - Growth

A flexi-cap approach but prefers to hold more large-cap stocks. Despite a focused portfolio, doesn’t churn much

1.99 44.1 1.06 4.16 32.63 0.52 12.94 20.06 33.22 0.74 13.32
Aggressive Hybrid (Core) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Canara Robeco Equity Hybrid Fund - Direct Plan - Growth

Low volatility and better risk-adjusted returns make this fund a good pick

3.04 45.71 6.33 4.07 26.83 3.02 13.05 20.84 22.98 2.6 9.65

DSP Equity & Bond Fund - Direct Plan - Growth

Follows a growth style and diversifies across 60-65 stocks to keep risks low

-0.77 45.66 5.32 8.54 29.16 -3.62 15.32 17.9 24.19 -1.7 12.6
Short Term (Core) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Axis Short Term Fund - Direct Plan - Growth

Consistent performer. Fund management stability. Nil exposure to AT1 bonds

8.02 10.98 9.01 10.35 6.67 6.97 10.42 10.8 4.1 4.39 4.54

HDFC Short Term Debt Fund - Direct Plan - Growth

Has done well across interest rate cycles. Maintains portfolio duration between 1-3 years

8.42 10.53 8.82 9.42 6.68 7.04 9.86 11.26 4.34 3.98 4.59

ICICI Prudential Short Term Fund - Direct Fund - Growth

Invests in government securities opportunistically. Invests a small portion in sub-AAA rated instruments. Largest scheme in its category

7.67 12.17 8.64 11.78 6.82 6.68 10.42 11.35 4.6 5.44 4.82
Corporate Bond (Core) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

HDFC Corporate Bond Fund - Direct Plan - Growth

Prudent risk control strategy helped HCBF navigate the debt fund crisis, successfully

7.47 11.01 8.64 10.69 6.61 6.51 10.47 11.95 4.13 3.56 4.65

Sundaram Corporate Bond Fund - Direct Plan Growth

Performance looks bit subdued comparatively and a lower rating, but that’s because the scheme takes lower risks. Consistently invests in AAA-rated securities

-3.61 15.08 8.7 12.04 6.06 5.33 11.61 11.12 3.72 3.92 3.81
Banking and PSU Debt (Core) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

Bandhan Banking & PSU Debt Fund - Direct Plan - Growth

Has consistently held a high-quality portfolio. Strictly avoids credit risks and AT1 bonds

7.27 9.34 8.64 8.08 5.7 7.5 11.56 11.2 3.66 3.93 4.34

Kotak Banking and PSU Debt Fund - Direct Plan - Growth

Invests at least 80 % in bonds issued by banks, government-owned firms and municipalities. Avoids bonds issued by private-sector firms

9.77 9.65 8.76 10.31 6.54 7.02 11.25 10.82 4.25 4.03 4.39

Nippon India Banking & PSU Debt Fund - Direct Plan - Growth

With close to 89 securities in the fund (Rs 4,000 crore corpus), it’s fairly diversified

N/A N/A 5.74 10.35 6.17 6.69 11.05 11.37 4.23 3.65 4.52
Index Funds/ETFs 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) 2022 (%) YTD (%)

ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth

A good way to pick the next winners in the large-cap category

4.77 43.63 6.36 7.14 46.22 -8.2 1.9 14.63 27.13 0.51 6.15

UTI Nifty 50 Index Fund - Direct Plan - Growth

Launched in 2000, this was India’s first Nifty-based index fund. Low tracking error makes it a winner

5.54 32.07 -3.24 3.88 29.79 5.27 13.64 15.43 23.9 5.44 9.16

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note - Trailing returns are compounded annually (CAGR) while SIP returns are Internal rate of returns (IRR)

Outperform indicates no. of years out of last 10 years for which the fund outperformed category average returns

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Return since indicates return since the date on which the fund manager was appointed

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note – All funds displayed are growth funds

Note - The shown corpus is the sum of corpus of regular plan and corpus of direct plan.

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

This table displays a category-wise list of the funds CRISIL has given a 4-star or 5-star rating. Top performing funds have been selected after sorting 1Y returns. You can use this table to check the track record of these mutual funds.If the 1Y column for the mutual fund entry in the first row reads 12.54%, it means that if you had invested in that mutual fund 1 year ago then your money would have grown by 12.54%. (Rs. 100 would have grown to Rs. 112.54). Also remember that returns for periods above 1 year are annualised. This means that if the 3Y column reads 12.54% then your money would have grown 12.54% every year over the last 3 years. So Rs.100 invested 3 years ago would have become Rs.112.54 after the first year and the value of your investment today would be Rs. 154.54.... More +

Large Cap Fund » Large Cap Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Edelweiss Large Cap - Direct (G)
4
32.09 4.80% 16.00% 24.10% 23.10% 13.60% Invest Now
Edelweiss Large Cap - A (G)
4
197.81 4.60% 15.20% 22.20% 21.30% 12.00% Invest Now
JM Large Cap Fund - D (G)
5
5.18 5.00% 12.10% 21.00% 18.70% 12.40% Invest Now
BNP Paribas Large Cap Fund - D (G)
4
117.68 5.30% 13.70% 20.70% 21.40% 14.40% Invest Now
JM Large Cap Fund (G)
5
92.38 5.00% 11.70% 20.10% 17.70% 11.40% Invest Now
Multi Cap Fund » Multi Cap Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Union Equity Fund - Direct (G)
4
16.57 3.70% 14.90% 37.70% 24.80% 18.80% Invest Now
Union Equity Fund (G)
4
452.06 3.60% 14.40% 36.60% 23.90% 18.00% Invest Now
JM Flexi Cap Fund - DP - (G)
5
13.06 5.20% 21.20% 29.00% 29.10% 15.70% Invest Now
JM Flexi Cap Fund - RP - (G)
5
150.49 5.10% 20.70% 27.90% 28.00% 14.80% Invest Now
DSP Flexi Cap Fund - DP - (G)
4
729.87 4.50% 19.40% 22.50% 24.60% 14.90% Invest Now
Large & Mid Cap Fund » Large & Mid Cap Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Tata Large & Mid Cap Fund - D (G)
4
233.38 4.10% 16.30% 26.30% 26.20% 16.80% Invest Now
Kotak Equity Opportunities - D (G)
4
635.90 5.20% 18.40% 24.30% 26.90% 16.40% Invest Now
Kotak Equity Opportunities (G)
4
4,461.80 5.10% 17.70% 22.80% 25.40% 15.00% Invest Now
Invesco Growth Opportunities - D (G)
4
643.12 3.40% 15.40% 20.90% 22.50% 12.90% Invest Now
Edelweiss Large & Mid Cap - D (G)
5
30.36 3.90% 16.50% 20.20% 27.10% 15.40% Invest Now
Mid Cap Fund » Mid Cap Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Taurus Discovery (Midcap) - D (G)
4
1.26 4.80% 21.90% 29.10% 28.20% 15.10% Invest Now
Taurus Discovery (Midcap) (G)
4
62.61 4.70% 21.70% 28.70% 27.70% 14.60% Invest Now
Invesco India Midcap - D (G)
5
244.85 3.00% 19.10% 25.40% 29.60% 17.70% Invest Now
Tata Mid Cap Growth - Direct (G)
4
99.20 5.50% 24.00% 25.00% 31.60% 18.40% Invest Now
Invesco India Midcap (G)
5
1,077.40 2.90% 18.30% 23.80% 27.70% 15.90% Invest Now
Small Cap Fund » Small Cap Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis Small Cap Fund - Direct (G)
5
1,529.00 1.90% 18.50% 26.20% 38.00% 23.80% Invest Now
SBI Small Cap Fund - DP - (G)
4
2,317.48 4.60% 17.20% 25.90% 37.40% 20.80% Invest Now
SBI Small Cap Fund - DP - (IDCW)
4
2,317.48 4.60% 17.20% 25.90% 37.30% 20.80% Invest Now
Axis Small Cap Fund (G)
5
2,541.05 1.90% 17.80% 24.60% 35.90% 22.00% Invest Now
SBI Small Cap Fund - RP - (G)
4
4,827.73 4.50% 16.60% 24.60% 35.90% 19.50% Invest Now
Value Fund » Value Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Tata Equity P/E Fund - Direct (G)
4
733.91 5.20% 19.20% 27.60% 24.20% 12.70% Invest Now
Nippon Value Fund (G)
4
3,267.78 6.00% 17.80% 23.70% 28.80% 14.80% Invest Now
UTI Value Opportunities Fund - D (G)
4
403.45 4.90% 12.40% 19.00% 25.00% 13.80% Invest Now
UTI Value Opportunities Fund (G)
4
5,076.21 4.90% 12.00% 18.20% 24.10% 13.00% Invest Now
Contra Fund » Contra Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Kotak India EQ Contra Fund - D (G)
5
138.16 5.10% 15.60% 25.30% 26.80% 15.50% Invest Now
Kotak India EQ Contra Fund (G)
5
789.21 5.00% 14.80% 23.60% 25.10% 13.90% Invest Now
Invesco India Contra - Dir (G)
4
1,528.16 4.80% 14.40% 20.10% 23.70% 14.00% Invest Now
Invesco India Contra (G)
4
4,858.39 4.70% 13.70% 18.70% 22.20% 12.70% Invest Now
Focused Fund » Focused Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Principal Focused Multicap Fund - D (G)
4
35.47 6.00% 18.50% 23.20% 24.50% 15.30% Invest Now
Principal Focused Multicap Fund (G)
4
481.33 5.90% 17.80% 21.80% 23.20% 14.30% Invest Now
SBI Focused Equity Fund - D (G)
5
2,713.94 5.80% 16.30% 19.70% 23.40% 15.20% Invest Now
SBI Focused Equity Fund (G)
5
10,904.74 5.70% 15.70% 18.50% 22.20% 14.00% Invest Now
Axis Focused 25 Fund - Direct (G)
4
3,761.70 2.30% 15.80% 9.20% 15.90% 9.00% Invest Now
Sectoral/Thematic » Sectoral/Thematic » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Tata Infrastructure - Direct (G)
4
22.33 5.40% 26.30% 31.00% 39.10% 18.20% Invest Now
BOI AXA M & I Fund - Direct (G)
5
10.23 4.60% 20.60% 30.80% 35.20% 17.60% Invest Now
BOI AXA M & I Fund (G)
5
31.97 4.50% 20.00% 29.10% 33.50% 16.10% Invest Now
Invesco India Infra. -Direct (G)
5
32.68 4.50% 22.60% 27.80% 34.00% 19.50% Invest Now
Can Robeco Infrastructure-Direct(G)
4
9.64 4.70% 21.10% 27.30% 36.00% 17.40% Invest Now
Long Duration Fund » Long Duration Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Tata Income Fund - D (G)
4
9.95 -0.50% 0.00% 0.50% 6.00% 5.90% Invest Now
Medium to Long Duration Fund » Medium to Long Duration Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Nippon Income Fund - Direct (G)
4
87.28 0.40% 4.90% 9.60% 4.80% 8.20% Invest Now
Nippon Income Fund (G)
4
272.57 0.40% 4.40% 8.50% 3.70% 7.20% Invest Now
ICICI Pru Bond Fund (G)
4
2,052.00 0.50% 4.50% 7.80% 4.50% 7.20% Invest Now
Medium Duration Fund » Medium Duration Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis Strategic Bond Fund - D (G)
4
284.11 0.50% 4.50% 7.90% 6.60% 7.70% Invest Now
SBI Magnum Medium Duration Fund - D (G)
4
1,307.35 0.50% 4.40% 7.90% 6.00% 8.20% Invest Now
HDFC Medium Term Debt Fund - D (G)
4
895.98 0.60% 4.20% 7.60% 6.30% 7.70% Invest Now
SBI Magnum Medium Duration Fund (G)
4
6,470.96 0.50% 4.10% 7.40% 5.40% 7.60% Invest Now
Axis Strategic Bond Fund (G)
4
933.58 0.50% 4.10% 7.20% 5.90% 6.90% Invest Now
Dynamic Bond Fund » Dynamic Bond Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
SBI Dynamic Bond Fund - Direct (G)
4
863.16 0.40% 4.80% 9.30% 5.10% 8.30% Invest Now
SBI Dynamic Bond Fund (G)
4
2,095.27 0.30% 4.40% 8.40% 4.30% 7.50% Invest Now
Axis Dynamic Bond Fund - Direct (G)
4
905.90 0.50% 4.20% 8.20% 4.70% 8.10% Invest Now
DSP Strategic Bond Fund - Direct (G)
5
925.84 0.50% 5.70% 8.00% 4.60% 8.20% Invest Now
Axis Dynamic Bond Fund (G)
4
617.86 0.50% 4.00% 7.70% 4.20% 7.60% Invest Now
Short Duration Fund » Short Duration Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis Short Term Fund - Direct (G)
4
9,430.67 0.60% 4.00% 7.30% 5.40% 7.60% Invest Now
Edelweiss Bank & PSU Debt-Reg (G)
5
311.18 0.50% 3.80% 7.20% 4.60% 8.00% Invest Now
Tata Short Term Bond - Direct (G)
4
1,966.64 0.50% 4.20% 7.10% 4.90% 6.00% Invest Now
Mirae Asset STF - Direct (G)
5
212.03 0.60% 4.00% 7.00% 5.00% 7.00% Invest Now
Invesco India STF- Direct (G)
4
944.41 0.50% 3.70% 6.60% 4.50% 7.00% Invest Now
Money Market Fund » Money Market Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Nippon Money Market Fund - D (G)
4
6,085.46 0.60% 3.90% 7.10% 5.10% 6.30% Invest Now
Franklin India Savings Fund - D (G)
4
282.02 0.60% 3.90% 7.00% 4.80% 6.20% Invest Now
Nippon Money Market Fund (G)
4
1,206.29 0.60% 3.80% 7.00% 5.00% 6.20% Invest Now
Kotak Money Market Scheme - D (G)
4
7,831.44 0.60% 3.80% 7.00% 5.00% 6.10% Invest Now
HSBC Money Market Fund - DP - (G)
5
490.15 0.60% 3.80% 6.90% 4.60% 6.10% Invest Now
Low Duration Fund » Low Duration Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis Treasury Advantage - Direct (G)
4
6,569.69 0.60% 3.90% 7.10% 5.20% 6.70% Invest Now
SBI Magnum Low Duration - D (G)
4
10,258.88 0.60% 3.80% 7.00% 5.00% 6.40% Invest Now
DSP Low Duration Fund - Direct (G)
5
2,225.09 0.60% 3.80% 6.90% 4.90% 6.40% Invest Now
CR Savings Fund - D (G)
4
640.50 0.70% 3.80% 6.80% 4.70% 6.00% Invest Now
Invesco Treasury Advantage - DP (G)
5
2,017.98 0.60% 3.70% 6.70% 4.90% 6.50% Invest Now
Ultra Short Duration Fund » Ultra Short Duration Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
DSP Ultra Short Fund - DP (G)
4
1,562.98 0.60% 3.70% 6.90% 4.80% 5.50% Invest Now
Invesco India Ultra Short Term - D (G)
4
512.90 0.60% 3.80% 6.90% 4.80% 6.00% Invest Now
BOI Ultra Short Duration - D (G)
5
283.30 0.50% 3.50% 6.50% 4.50% 5.70% Invest Now
BOI Ultra Short Duration - R (G)
5
90.89 0.50% 3.20% 6.10% 4.30% 5.40% Invest Now
DSP Ultra Short Fund - RP (G)
4
2,087.26 0.50% 3.40% 6.10% 4.10% 4.80% Invest Now
Liquid Fund » Liquid Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Baroda Pioneer Liquid -Direct (G)
4
3,249.44 0.60% 3.50% 6.70% 4.60% 5.30% Invest Now
CR Liquid Fund - D (G)
5
953.06 0.60% 3.50% 6.70% 4.50% 5.10% Invest Now
LIC Liquid Fund -Direct (G)
4
5,468.87 0.60% 3.50% 6.70% 4.60% 5.30% Invest Now
Baroda Pioneer Liquid -Plan A (G)
4
672.82 0.60% 3.50% 6.60% 4.50% 5.20% Invest Now
Franklin India Liquid Fund - SIP (G)
4
772.07 0.60% 3.40% 6.60% 4.50% 5.30% Invest Now
Aggressive Hybrid Fund » Aggressive Hybrid Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
DSP Equity & Bond Fund-RP-(G)
4
5,979.61 3.40% 14.90% 17.40% 18.30% 11.70% Invest Now
CR Equity Hybrid Fund - DP - (G)
5
227.30 3.60% 12.40% 16.70% 18.80% 13.50% Invest Now
CR Equity Hybrid Fund - RP - (G)
5
4,312.56 3.50% 11.80% 15.30% 17.40% 12.20% Invest Now
LIC MF Equity Hybrid Fund - D (G)
4
112.44 2.70% 12.00% 14.40% 14.80% 10.40% Invest Now
IDBI Hybrid Equity Fund - DP (G)
4
4.63 2.80% 10.30% 14.40% 15.70% 8.20% Invest Now
Conservative Hybrid Fund » Conservative Hybrid Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
LIC MF Debt Hybrid Fund - D (G)
5
19.21 0.90% 4.40% 7.20% 6.40% 7.30% Invest Now
LIC MF Debt Hybrid Fund (G)
5
61.50 0.80% 4.00% 6.20% 5.50% 6.40% Invest Now
Arbitrage Fund » Arbitrage Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Invesco India Arbitrage -Dir (G)
4
291.54 0.60% 3.80% 7.50% 5.40% 5.80% Invest Now
HSBC Arbitrage Fund - DP - (G)
4
906.85 0.50% 3.60% 6.80% 5.00% 5.60% Invest Now
Invesco India Arbitrage Fund (G)
4
252.36 0.60% 3.50% 6.70% 4.70% 5.10% Invest Now
HSBC Arbitrage Fund - RP - (G)
4
2,310.16 0.50% 3.30% 6.10% 4.40% 5.00% Invest Now
HSBC Arbitrage Fund - RP - (MIDCW)
4
2,310.16 0.50% 1.10% 2.50% 3.50% 4.30% Invest Now
Money Market Fund » Money Market Fund » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Nippon Money Market Fund - D (G)
4
6,085.46 0.60% 3.90% 7.10% 5.10% 6.30% Invest Now
Franklin India Savings Fund - D (G)
4
282.02 0.60% 3.90% 7.00% 4.80% 6.20% Invest Now
Nippon Money Market Fund (G)
4
1,206.29 0.60% 3.80% 7.00% 5.00% 6.20% Invest Now
Kotak Money Market Scheme - D (G)
4
7,831.44 0.60% 3.80% 7.00% 5.00% 6.10% Invest Now
HSBC Money Market Fund - DP - (G)
5
490.15 0.60% 3.80% 6.90% 4.60% 6.10% Invest Now
ELSS » ELSS » Crisil Rank AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
BOI AXA Tax Advantage - Direct (G)
5
75.73 5.60% 17.10% 24.60% 28.10% 16.50% Invest Now
JM Tax Gain Fund -Direct (G)
4
11.31 3.40% 19.80% 23.90% 27.20% 14.90% Invest Now
BOI AXA Tax Advtg -RP (G)
5
322.15 5.50% 16.50% 23.10% 26.80% 15.20% Invest Now
JM Tax Gain Fund (G)
4
40.03 3.30% 19.20% 22.70% 26.10% 13.90% Invest Now
Kotak Tax Saver - Regular (G)
4
1,513.39 4.80% 15.50% 21.60% 25.40% 14.90% Invest Now
TOP PERFORMING CATEGORIES
Category 1Y 2Y 3Y 5Y
Others: Index Funds/ETFs Others: Index Funds/ETFs 18.10% 12.30% 14.00% 0.50%
Equity: Multi Cap Fund Equity: Multi Cap Fund 20.20% 12.20% 18.50% 11.80%
Equity: Large Cap Fund Equity: Large Cap Fund 15.00% 10.90% 18.90% 11.40%
Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund 16.10% 14.90% 23.00% 12.60%
Equity: Mid Cap Fund Equity: Mid Cap Fund 23.00% 14.50% 30.00% 15.60%
Equity: Small Cap Fund Equity: Small Cap Fund 21.50% 16.70% 26.10% 17.80%
Equity: ELSS Equity: ELSS 21.60% 12.40% 22.20% 12.80%
Equity: Sectoral/Thematic Equity: Sectoral/Thematic 21.60% 11.90% 25.00% 13.20%
Equity: Value Fund Equity: Value Fund 19.80% 11.90% 23.50% 13.80%
Equity: Focused Fund Equity: Focused Fund 20.10% 12.80% 23.00% 13.70%
Equity: Dividend Yield Fund Equity: Dividend Yield Fund 23.30% 13.10% 25.70% 13.10%
Equity: Contra Fund Equity: Contra Fund 24.90% 16.30% 29.80% 16.00%
Hybrid: Aggressive Hybrid Fund Hybrid: Aggressive Hybrid Fund 14.00% 9.40% 16.90% 10.60%
Hybrid: Arbitrage Fund Hybrid: Arbitrage Fund 5.80% 4.60% 4.40% 4.70%
Hybrid: Dynamic Asset Allocation or Balanced Advantage Hybrid: Dynamic Asset Allocation or Balanced Advantage 11.50% 9.30% 12.40% 8.00%
Hybrid: Equity Savings Hybrid: Equity Savings 10.30% 14.80% 11.90% 7.80%
Hybrid: Fixed Maturity Plans - Hybrid Hybrid: Fixed Maturity Plans - Hybrid 8.00% 9.50% 9.20% 8.30%
Hybrid: Conservative Hybrid Fund Hybrid: Conservative Hybrid Fund 8.30% 7.90% 9.80% 7.60%
Hybrid: Multi Asset Allocation Hybrid: Multi Asset Allocation 17.30% 11.40% 18.10% 13.40%
Hybrid: Capital Protection Funds Hybrid: Capital Protection Funds 5.60% 5.50% 5.80% 5.70%
Debt: Low Duration Fund Debt: Low Duration Fund 6.30% 5.50% 4.00% 4.60%
Debt: Short Duration Fund Debt: Short Duration Fund 6.70% 6.30% 5.30% 5.90%
Debt: Ultra Short Duration Fund Debt: Ultra Short Duration Fund 5.30% 5.10% 5.10% 5.80%
Debt: Money Market Fund Debt: Money Market Fund 5.70% 4.70% 4.50% 5.80%
Debt: Floater Fund Debt: Floater Fund 1.20% 2.10% 3.30% 5.40%
Debt: Corporate Bond Fund Debt: Corporate Bond Fund 3.50% 2.90% 3.80% 6.30%
Debt: Credit Risk Fund Debt: Credit Risk Fund 7.10% 6.20% 6.80% 5.20%
Debt: Fixed Maturity Plans - Debt Debt: Fixed Maturity Plans - Debt 5.10% 6.90% 7.10% 7.00%
Debt: Medium Duration Fund Debt: Medium Duration Fund 3.40% 3.40% 4.90% 5.20%
Debt: Dynamic Bond Fund Debt: Dynamic Bond Fund 7.30% 5.70% 5.20% 6.80%
Debt: Medium to Long Duration Fund Debt: Medium to Long Duration Fund 7.30% 5.30% 4.70% 6.60%
Debt: Gilt Fund Debt: Gilt Fund 6.80% 4.60% 4.30% 7.40%
Debt: Long Duration Fund Debt: Long Duration Fund 7.20% 4.80% 3.70% 7.00%
Category 1W 1M 3M 6M
Others: Index Funds/ETFs -0.50% 2.70% 7.20% 10.30%
Equity: Multi Cap Fund -0.40% 2.00% 10.20% 14.20%
Equity: Large Cap Fund -0.60% 3.10% 9.20% 11.60%
Equity: Large & Mid Cap Fund 0.00% 4.20% 9.40% 11.70%
Equity: Mid Cap Fund 0.70% 4.00% 15.50% 19.30%
Equity: Small Cap Fund 0.30% 3.70% 12.30% 17.90%
Equity: ELSS -0.20% 3.70% 10.20% 13.60%
Equity: Sectoral/Thematic 0.30% 4.10% 12.60% 15.40%
Equity: Value Fund 0.20% 4.70% 11.70% 13.60%
Equity: Focused Fund -0.10% 3.80% 10.70% 14.50%
Equity: Dividend Yield Fund -0.20% 5.60% 12.40% 12.90%
Equity: Contra Fund 0.10% 5.60% 13.60% 15.70%
Hybrid: Aggressive Hybrid Fund -0.10% 3.50% 8.10% 9.70%
Hybrid: Arbitrage Fund 0.10% 0.40% 1.60% 3.10%
Hybrid: Dynamic Asset Allocation or Balanced Advantage -0.10% 2.20% 6.40% 7.30%
Hybrid: Equity Savings -0.10% 2.20% 5.80% 7.40%
Hybrid: Fixed Maturity Plans - Hybrid 0.40% 0.80% 6.20% 9.60%
Hybrid: Conservative Hybrid Fund 0.00% 1.30% 3.40% 5.40%
Hybrid: Multi Asset Allocation -0.20% 4.30% 7.20% 9.30%
Hybrid: Capital Protection Funds 0.10% 0.40% 1.70% 2.60%
Debt: Low Duration Fund 0.10% 0.60% 1.50% 4.00%
Debt: Short Duration Fund 0.00% 0.30% 1.10% 4.20%
Debt: Ultra Short Duration Fund 0.10% 0.50% 1.50% 3.20%
Debt: Money Market Fund 0.10% 0.50% 1.40% 3.20%
Debt: Floater Fund 0.20% -5.20% -4.30% -2.30%
Debt: Corporate Bond Fund 0.10% 0.50% 1.40% 2.30%
Debt: Credit Risk Fund 0.10% 0.60% 2.20% 3.90%
Debt: Fixed Maturity Plans - Debt 0.00% 0.20% 1.00% 2.20%
Debt: Medium Duration Fund 0.00% -2.40% -1.60% 0.00%
Debt: Dynamic Bond Fund 0.30% 0.60% 1.80% 4.20%
Debt: Medium to Long Duration Fund 0.00% 0.50% 1.50% 4.00%
Debt: Gilt Fund 0.00% 0.30% 1.40% 4.00%
Debt: Long Duration Fund -0.20% 0.50% 1.00% 3.80%
Indices Performance
Category 1Y 2Y 3Y 5Y
NIFTY 50 18.10% 11.70% 20.90% 11.80%
SENSEX 18.70% 12.30% 20.40% 12.20%
NIFTY 500 18.60% 11.50% 23.30% 12.00%
BSE MIDCAP 27.20% 14.50% 30.30% 13.50%
NIFTY Smallcap 100 29.50% 5.30% 32.70% 9.40%
NIFTY Midcap 100 28.20% 16.30% 34.30% 14.60%
NIFTY BANK 24.20% 14.60% 27.90% 10.60%
NIFTY PHARMA 18.10% 3.20% 14.00% 10.50%
NIFTY INFRA 24.90% 16.60% 23.70% 13.90%
NIFTY IT 6.70% -0.20% 19.10% 15.40%
NIFTY ENERGY 3.20% 16.80% 18.00% 12.20%
NIFTY METAL 26.70% 9.70% 46.50% 14.80%
Category 1W 1M 3M 6M YTD
NIFTY 50 -1.60% 4.50% 9.70% 11.70% 8.38%
SENSEX -1.90% 4.50% 9.30% 11.70% 8.61%
NIFTY 500 -0.70% 4.70% 12.20% 13.70% 9.55%
BSE MIDCAP 1.30% 5.70% 19.20% 23.20% 18.96%
NIFTY Smallcap 100 1.10% 7.70% 20.70% 25.30% 19.33%
NIFTY Midcap 100 0.60% 5.30% 18.30% 22.80% 18.36%
NIFTY BANK -1.10% 3.50% 6.20% 13.20% 5.83%
NIFTY PHARMA 4.30% 11.10% 19.20% 19.30% 18.58%
NIFTY INFRA 1.10% 6.50% 13.70% 19.60% 15.08%
NIFTY IT -4.50% 3.30% 8.70% -0.10% 3.12%
NIFTY ENERGY 0.40% 7.50% 11.30% 8.00% 2.33%
NIFTY METAL 1.50% 7.40% 14.40% 3.00% -1.80%
MUTUAL FUND - SIP CORNER Sponsored
Today`s value of 1000 SIP started from
₹ 35,906.10 3 year
Annual Return: 28.59%
₹ 92,475.80 5 year
Annual Return: 25.73%
Today`s value of 1000 SIP started from
₹ 33,111.40 3 year
Annual Return: 23.49%
₹ 80,096.20 5 year
Annual Return: 22.33%
Today`s value of 1000 SIP started from
₹ 32,568.60 3 year
Annual Return: 22.47%
₹ 78,066.00 5 year
Annual Return: 21.36%
Today`s value of 1000 SIP started from
₹ 29,499.10 3 year
Annual Return: 16.48%
₹ 73,920.00 5 year
Annual Return: 20.99%
Today`s value of 1000 SIP started from
₹ 29,750.30 3 year
Annual Return: 16.99%
₹ 60,237.30 5 year
Annual Return: 19.72%
Today`s value of 1000 SIP started from
₹ 29,315.30 3 year
Annual Return: 16.11%
₹ 77,794.10 5 year
Annual Return: 19.27%
Today`s value of 1000 SIP started from
₹ 28,642.60 3 year
Annual Return: 14.74%
₹ 74,902.20 5 year
Annual Return: 17.88%
Today`s value of 1000 SIP started from
₹ 28,874.10 3 year
Annual Return: 15.22%
₹ 57,661.90 5 year
Annual Return: 17.87%
MUTUAL FUNDS IN FOCUS

This tool suggests funds you can invest in. If you want to invest for a short period of time, the tool recommends debt funds. These funds lower return with lower risk, and protect you against short-term market volatility. As you increase the duration of your investment, the tool includes recommendations from equity, hybrid and longer term debt funds. These funds can offer higher return but at higher risk. The final list shown to you is selected based on the funds’ historic performance over 1M to 3Y periods and ability to generate better risk adjusted performance. For shorter period recommendations, higher weightage is given to smaller duration returns and higher period recommendations, higher weightage is given to longer duration returns. The final funds are selected basis historic performance over year(s) and better risk adjusted performance. ... More +


Investment Plannning For:
Highest Wealth Creating Funds (SIP)

This table displays category wise list of all the funds which have given the highest returns to SIP investors. Use this table to check historic SIP returns for these mutual funds. If 1Y column for the mutual fund entry in first row reads 12.54%, it means if you had started an SIP in that fund 1 year before than you would have received annualized returns of 12.54%. It is assumed that SIP was done on 15th of every month in the last 12 months.

Large Cap Fund» Large Cap Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
ICICI Prudential Nifty50 Equal Weight In
NA
15.77 49.78% 49.78% 49.78% Invest Now
ICICI Prudential Nifty50 Equal Weight In
NA
15.77 49.76% 49.76% 49.76% Invest Now
ICICI Prudential Nifty50 Equal Weight In
NA
15.77 48.85% 48.85% 48.85% Invest Now
ICICI Prudential Nifty50 Equal Weight In
NA
15.77 48.85% 48.85% 48.85% Invest Now
WhiteOak Capital Large Cap Fund - DP (G)
NA
338.84 44.03% 44.03% 44.03% Invest Now
Multi Cap Fund» Multi Cap Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Union Multicap Fund - DP - (IDCW)
NA
527.27 74.94% 74.94% 74.94% Invest Now
Union Multicap Fund - DP - (G)
NA
527.27 74.94% 74.94% 74.94% Invest Now
Union Multicap Fund - RP - (IDCW)
NA
527.27 72.95% 72.95% 72.95% Invest Now
Union Multicap Fund - RP - (G)
NA
527.27 72.95% 72.95% 72.95% Invest Now
WhiteOak Flexi Cap Fund - DP - (IDCW)
NA
1463.19 63.54% 63.54% 63.54% Invest Now
Large & Mid Cap Fund» Large & Mid Cap Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Principal Emer-Bluechip -Direct (G)
3
528.02 29.64% 33.64% 21.58% Invest Now
Principal Emerging Bluechip(G)
3
1983.25 28.21% 32.21% 20.32% Invest Now
MO S&P BSE Quality Index Fund - RP - (G)
NA
6.81 29.8% 29.8% 29.8% Invest Now
HDFC Large and Mid Cap - DP - (G)
2
9843.55 83.27% 23.68% 22.8% Invest Now
ICICI Pru Large & Mid Cap Fund - D (G)
1
8582.19 62.95% 23.49% 22.33% Invest Now
Mid Cap Fund» Mid Cap Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
WhiteOak Capital Mid Cap Fund - DP - (ID
NA
754.69 67.8% 67.8% 67.8% Invest Now
WhiteOak Capital Mid Cap Fund - DP - (G)
NA
754.69 67.8% 67.8% 67.8% Invest Now
WhiteOak Capital Mid Cap Fund - RP - (ID
NA
754.69 65.13% 65.13% 65.13% Invest Now
WhiteOak Capital Mid Cap Fund - RP - (G)
NA
754.69 65.13% 65.13% 65.13% Invest Now
HDFC NIFTY Midcap 150 ETF-RP-(G)
NA
4.35 64.99% 64.99% 64.99% Invest Now
Small Cap Fund» Small Cap Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Mahindra Manulife Small Cap Fund - DP -
NA
871.46 84.87% 84.87% 84.87% Invest Now
Mahindra Manulife Small Cap Fund - DP -
NA
871.46 84.86% 84.86% 84.86% Invest Now
Mahindra Manulife Small Cap Fund - RP -
NA
871.46 81.84% 81.84% 81.84% Invest Now
Mahindra Manulife Small Cap Fund - RP -
NA
871.46 81.84% 81.84% 81.84% Invest Now
Sundaram Small Cap Fund - IP - RP - (G)
NA
0 49.62% 43.47% 22.87% Invest Now
Dividend Yield Fund» Dividend Yield Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
ICICI Pru Dividend Yield Equity - D (G)
NA
1849.05 60.79% 25.95% 23.46% Invest Now
ICICI Pru Dividend Yield Equity (G)
NA
1849.05 58.65% 24.18% 22.01% Invest Now
ABSL Dividend Yield Fund - DP - (G)
5
933.3 61.1% 20.11% 19.95% Invest Now
ABSL Dividend Yield Fund - RP - (G)
NA
933.3 59.96% 19.24% 19.12% Invest Now
Principal Dividend Yield-Direct (G)
NA
495.03 52.71% 16.07% 17.82% Invest Now
Value Fund» Value Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
HDFC NIFTY50 VALUE 20 ETF-RP-(G)
NA
15.5 38.18% 38.18% 38.18% Invest Now
ICICI Pru Value Discovery Fund - D (G)
2
30705.23 69.19% 23.98% 23.44% Invest Now
JM Value Fund - D (G)
3
187.76 104.33% 23.84% 22.56% Invest Now
ICICI Pru Value Discovery Fund (G)
2
30705.23 68.49% 23.3% 22.78% Invest Now
JM Value Fund (G)
3
187.76 102.93% 23.02% 21.77% Invest Now
Contra Fund» Contra Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
SBI Contra Fund - Direct (G)
1
11865.28 75.91% 29.51% 28.9% Invest Now
SBI Contra Fund (G)
1
11865.28 74.39% 28.46% 27.98% Invest Now
Kotak India EQ Contra Fund - D (G)
3
1688.06 63.14% 19.37% 20.11% Invest Now
Kotak India EQ Contra Fund (G)
3
1688.06 60.99% 17.72% 18.49% Invest Now
Invesco India Contra - Dir (G)
4
10602.01 60.09% 16.74% 18.66% Invest Now
Focused Fund» Focused Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Ed. Focused Equity Fund - DP - (IDCW)
NA
568.45 51.02% 51.02% 51.02% Invest Now
Ed. Focused Equity Fund - DP - (G)
NA
568.45 50.9% 50.9% 50.9% Invest Now
Ed. Focused Equity Fund - RP - (G)
NA
568.45 48.71% 48.71% 48.71% Invest Now
Ed. Focused Equity Fund - RP - (IDCW)
NA
568.45 48.6% 48.6% 48.6% Invest Now
HDFC Focused 30 - D (G)
1
5308.3 51.72% 27.03% 23.02% Invest Now
Sectoral/Thematic» Sectoral/Thematic» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
ICICI PRUDENTIAL PSU EQUITY FUND-DP-(G)
NA
1425.09 83.46% 83.46% 83.46% Invest Now
ICICI PRUDENTIAL PSU EQUITY FUND-DP-(IDC
NA
1425.09 83.46% 83.46% 83.46% Invest Now
ICICI Prudential Nifty Auto Index Fund-D
NA
26.78 82.51% 82.51% 82.51% Invest Now
ICICI Prudential Nifty Auto Index Fund-D
NA
26.78 82.51% 82.51% 82.51% Invest Now
ICICI Prudential Nifty Auto Index Fund-R
NA
26.78 81.48% 81.48% 81.48% Invest Now
Long Duration Fund» Long Duration Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
ICICI Pru Long Term Bond Fund - IP (G)
NA
6 15.58% 12% 10.6% Invest Now
Kotak Nifty SDL Apr 2032 Top 12 EWIF-DP-
NA
2351.83 4.07% 7.01% 7.01% Invest Now
Kotak Nifty SDL Apr 2032 Top 12 EWIF-RP-
NA
2351.83 3.9% 6.83% 6.83% Invest Now
Quant Dynamic Bond - Direct (G)
NA
14.93 3.76% 5.45% 5% Invest Now
Quant Dynamic Bond (G)
NA
4.33 3.66% 5.33% 4.85% Invest Now
Medium to Long Duration Fund» Medium to Long Duration Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
UTI Bond Fund - Direct (G)
5
319.89 3.34% 10.34% 7.49% Invest Now
UTI Bond Fund (G)
4
319.89 3.02% 9.98% 7.02% Invest Now
ICICI Pru Bond Fund - IP (G)
NA
11.22 11.63% 9.23% 8.42% Invest Now
ICICI Pru Nifty SDL Sep 2027 IF-DP-(AIDC
NA
1703.15 6.71% 7.11% 7.11% Invest Now
ABSL SDL Plus AAA PSU Apr 2027 60:40 IF
NA
1487.76 5.81% 6.78% 6.78% Invest Now
Medium Duration Fund» Medium Duration Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
ABSL Medium Term Plan - D (G)
3
1878.5 6.37% 15.83% 12.03% Invest Now
ABSL Medium Term Plan - RP (G)
3
1878.5 5.67% 15.06% 11.29% Invest Now
Nippon Classic Bond Fund - D (G)
5
129.67 5.19% 8.43% 3.21% Invest Now
Nippon Classic Bond Fund (G)
5
129.67 4.64% 7.83% 2.63% Invest Now
Indiabulls Income Fund - Direct (G)
NA
14.63 5.59% 7.8% 8.04% Invest Now
Dynamic Bond Fund» Dynamic Bond Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Franklin India Dynamic Accrual Fund (G)
5
99.06 36.23% 18.95% 12.96% Invest Now
UTI Dynamic Bond Fund - Direct (G)
3
521.54 6.2% 10.87% 8.78% Invest Now
UTI Dynamic Bond Fund (G)
3
521.54 5.42% 10.15% 8.11% Invest Now
ICICI Pru All Seasons Bond - RP (G)
NA
7.21 13.23% 9.76% 9.44% Invest Now
ICICI Pru All Seasons Bond - PP (G)
NA
0.48 13.23% 9.76% 9.44% Invest Now
Short Duration Fund» Short Duration Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
BOI AXA Short Term Income - D (G)
5
76.05 5.22% 14.6% 8.69% Invest Now
BOI AXA Short Term Income - (G)
5
76.05 4.75% 14.17% 8.25% Invest Now
Franklin (I) ST Income -Retail (G)
5
405.56 9.91% 11.29% 8.01% Invest Now
Franklin (I) STIF - Inst. (G)
NA
405.56 9.57% 11.23% 8.01% Invest Now
Sundaram Short Duration Fund-DP-(G)
1
145.15 18.7% 10.3% 7.54% Invest Now
Money Market Fund» Money Market Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
ICICI Pru Money Market Fund - RP (G)
2
0.15 8.73% 7.44% 7.17% Invest Now
TRUSTMF Money Market Fund - DP - (G)
NA
107.51 7.2% 7.2% 7.2% Invest Now
TRUSTMF Money Market Fund - RP - (G)
NA
107.51 6.87% 6.87% 6.87% Invest Now
LIC MF Money Market Fund-DP-(G)
NA
40.26 6.73% 6.73% 6.73% Invest Now
LIC MF Money Market Fund-RP-(G)
NA
40.26 5.73% 5.73% 5.73% Invest Now
Low Duration Fund» Low Duration Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Franklin (I) Low Duration (G)
5
51.1 39.6% 22.17% 14.86% Invest Now
Franklin (I) Low Dura. -Direct (G)
5
51.1 11.5% 12.11% 9.32% Invest Now
Sundaram Low Duration Fund - D (G)
1
261.03 16.87% 8.92% 6.93% Invest Now
Sundaram Low Duration Fund - IP (G)
NA
2.29 15.88% 8.56% 6.61% Invest Now
Sundaram Low Duration Fund - RP (G)
NA
5.7 16.07% 8.28% 6.31% Invest Now
Ultra Short Duration Fund» Ultra Short Duration Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Franklin Ultra SBF - SIP (G)
5
296.53 11.74% 10.62% 9.37% Invest Now
Franklin USBF - IP (G)
NA
296.53 11.74% 10.59% 9.29% Invest Now
Franklin USBF - RP (G)
NA
296.53 11.74% 10.56% 9.2% Invest Now
PGIM India Ultra Short Duration Fund - D
NA
0 14.04% 9.76% 9.14% Invest Now
Franklin Ultra SBF - SIP - Direct (G)
5
296.53 7.67% 9.02% 8.48% Invest Now
Liquid Fund» Liquid Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Nippon India Liquid Fund-RP-(G)
3
24602.29 52.3% 10.32% 7.93% Invest Now
PGIM India Liquid Fund - DP - (AIDCW)
NA
580.87 7.38% 7.38% 7.38% Invest Now
PGIM India Liquid Fund - DP - (Annual Bo
NA
0 7.6% 7.32% 7.45% Invest Now
PGIM India Liquid Fund - (Annual Bonus)
NA
0 7.52% 7.23% 6.75% Invest Now
HDFC Liquid Fund - PP (G)
NA
9.48 7.43% 7.15% 7.34% Invest Now
Overnight Fund» Overnight Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Shriram Overnight Fund - DP - (G)
NA
84.07 6.44% 6.44% 6.44% Invest Now
Shriram Overnight Fund - RP - (G)
NA
84.07 6.33% 6.33% 6.33% Invest Now
Samco Overnight Fund - RP - (G)
NA
36.11 6.26% 6.26% 6.26% Invest Now
Samco Overnight Fund - DP - (G)
NA
36.11 6.17% 6.17% 6.17% Invest Now
TRUSTMF Overnight Fund - DP - (IDCW)
NA
195.05 6.27% 5.78% 5.78% Invest Now
Aggressive Hybrid Fund» Aggressive Hybrid Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Union Retirement Fund - DP - (IDCW)
NA
81.34 76.72% 76.72% 76.72% Invest Now
Union Retirement Fund - DP - (G)
NA
81.34 76.72% 76.72% 76.72% Invest Now
Union Retirement Fund - RP - (G)
NA
81.34 72.78% 72.78% 72.78% Invest Now
Union Retirement Fund - RP - (IDCW)
NA
81.34 72.78% 72.78% 72.78% Invest Now
Quant Mid Cap Fund - Direct (G)
1
2188.29 105.92% 30.18% 31.59% Invest Now
Conservative Hybrid Fund» Conservative Hybrid Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
BOI AXA Conservative Hybrid-D (G)
4
56.4 14.13% 14.75% 12.04% Invest Now
BOI AXA Conservative Hybrid-E (G)
NA
56.4 14.07% 14.33% 11.66% Invest Now
BOI AXA Conservative Hybrid (G)
4
56.4 13.66% 14.19% 11.47% Invest Now
ICICI Prudential Income Optimizer Fund (
NA
275.64 30.09% 11.26% 11.06% Invest Now
Kotak Debt Hybrid - D (G)
1
1891.05 19.98% 10.71% 12.02% Invest Now
Arbitrage Fund» Arbitrage Fund» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
ICICI Pru Equity-Arbitrage- IP (G)
NA
0 6.23% 6.27% 6.15% Invest Now
Invesco India Arbitrage -Dir (G)
1
5155.07 8.01% 6% 5.69% Invest Now
Kotak Equity Arbitrage - Direct (G)
3
22512.65 8.04% 5.76% 5.56% Invest Now
SBI Arbitrage Oppor. - Direct (G)
2
11230.53 8.06% 5.75% 5.36% Invest Now
Edelweiss Arbitrage Fund - Dir (G)
2
5304.88 8.03% 5.74% 5.62% Invest Now
Equity Savings» Equity Savings» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Mirae Asset Nifty 50 ETF
3
1475.86 63.43% 63.43% 15.61% Invest Now
Sundaram Equity Savings Fund - DP - (G)
NA
498.9 37.4% 12.95% 13.6% Invest Now
HDFC Equity Savings Fund - Direct Plan (
NA
2717.34 24.38% 11.28% 11.5% Invest Now
Kotak Equity Savings Fund - D (G)
NA
2535.46 23.73% 11.1% 11.23% Invest Now
Sundaram Equity Savings Fund - RP - (G)
NA
498.9 35.16% 11.09% 11.89% Invest Now
Dynamic Asset Allocation or Balanced Advantage» Dynamic Asset Allocation or Balanced Advantage» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Franklin India Balanced Advantage Fund-D
NA
1204.12 40.23% 40.23% 40.23% Invest Now
Franklin India Balanced Advantage Fund-D
NA
1204.12 40.23% 40.23% 40.23% Invest Now
Franklin India Balanced Advantage Fund-R
NA
1204.12 37.64% 37.64% 37.64% Invest Now
Franklin India Balanced Advantage Fund-R
NA
1204.12 37.64% 37.64% 37.64% Invest Now
WhiteOak Capital Balanced Advantage Fund
NA
452.31 27.48% 27.48% 27.48% Invest Now
Multi Asset Allocation» Multi Asset Allocation» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Baroda BNP Paribas Multi Asset Fund-DP-(
NA
1269.01 52.81% 52.81% 52.81% Invest Now
Baroda BNP Paribas Multi Asset Fund-DP-(
NA
0 52.81% 52.81% 52.81% Invest Now
Baroda BNP Paribas Multi Asset Fund-RP-(
NA
0 50.15% 50.15% 50.15% Invest Now
Baroda BNP Paribas Multi Asset Fund-RP-(
NA
1269.01 50.15% 50.15% 50.15% Invest Now
ABSL Multi Asset Allocation Fund - DP -
NA
2175.15 41.39% 41.39% 41.39% Invest Now
Fixed Maturity Plans - Hybrid» Fixed Maturity Plans - Hybrid» Crisil Rank AUM (Cr) 1 Y 3 Y 5 Y Action
Axis EAF - Sr. 1 - DP (G)
1
5.68 32.26% 22.61% 17.91% Invest Now
Axis EAF - Sr. 1 - RP (G)
1
1259.92 31.24% 21.59% 16.8% Invest Now
Axis EAF - Sr. 2 - DP (G)
NA
0.43 40.54% 18.89% 17.43% Invest Now
Axis EAF - Sr. 2 - RP (G)
NA
97.4 39.6% 17.9% 16.36% Invest Now
ICICI Pru Multi Yield-Sr3-D-RP(G)
NA
0.06 3.81% 5.55% 6.71% Invest Now
NEW FUND OFFERINGS
Scheme Name » Category
Type
Open Date
Close Date
Risk
Bajaj Finserv Flexi Cap Fund - Regular Plan - Growth Flexi Cap Fund Open Ended 24-Jul-2023 07-Aug-2023 Very High
Quant Manufacturing Fund - Regular Plan - Growth Sectoral/Thematic Open Ended 26-Jul-2023 08-Aug-2023 Very High
Mirae Asset Multicap Fund - Regular Plan - Growth Multi Cap Fund Open Ended 26-Jul-2023 09-Aug-2023 Very High
Scheme Name » Category
Type
Open Date
Close Date
Risk
HDFC Charity Fund for Cancer Cure (FMP) - Regular Plan - IDCW Fixed Maturity Plans - Debt Close Ended 28-Jul-2023 08-Aug-2023 Moderate
Scheme Name » Category
Type
Open Date
Close Date
Risk
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth Index Funds/ETFs Open Ended 24-Jul-2023 07-Aug-2023 Very High

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