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Top Performing Funds

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.

Large Cap Fund » Large Cap Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis Bluechip Fund - D (G)
5
99 99.27 2.00% -0.20% 8.50% 13.30% 16.10% Invest Now
Axis Bluechip Fund (G)
5
99 1,786.82 1.90% -1.00% 7.00% 11.90% 14.80% Invest Now
CR Bluechip Equity Fund - D (G)
5
60 7.60 2.20% 0.30% 6.20% 12.50% 14.70% Invest Now
CR Bluechip Equity Fund (G)
5
60 103.39 2.00% -0.20% 5.10% 11.30% 13.60% Invest Now
Edelweiss Large Cap - Direct (G)
5
60 3.14 0.30% -3.20% 4.10% 11.80% 15.00% Invest Now
Multi Cap Fund » Multi Cap Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
UTI Equity Fund - Direct (G)
4
73.78 340.78 -1.40% -3.70% 5.90% 10.60% 16.00% Invest Now
UTI Equity Fund (G)
4
73.78 4,677.04 -1.40% -4.00% 5.30% 10.10% 15.50% Invest Now
CR Equity Diversified Fund - D (G)
5
60.56 19.60 2.30% -1.10% 4.30% 11.40% 15.00% Invest Now
CR Equity Diversified Fund (G)
5
60.56 808.12 2.20% -1.30% 3.60% 10.70% 14.30% Invest Now
Mirae Asset India Equity - D (G)
5
71 1,719.56 1.80% 1.60% 2.90% 15.50% 20.70% Invest Now
Large & Mid Cap Fund » Large & Mid Cap Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Sundaram Large and Mid Cap Fund - D (G)
5
60 5.66 3.30% -2.30% 4.70% 14.50% 19.90% Invest Now
Sundaram Large and Mid Cap Fund (G)
5
60 334.99 3.20% -2.80% 3.30% 13.60% 19.00% Invest Now
Invesco Growth Opportunities - D (G)
5
73 40.30 1.00% -3.40% 2.70% 14.50% 19.10% Invest Now
Invesco Growth Opportunities Fund (G)
5
73 279.44 0.90% -4.10% 1.10% 12.60% 17.20% Invest Now
Edelweiss Large & Mid Cap - D (G)
4
60 5.31 1.50% -5.30% 0.60% 11.50% 16.50% Invest Now
Mid Cap Fund » Mid Cap Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis Mid Cap Fund - Direct (G)
5
71 80.09 1.50% -2.20% 4.90% 12.70% 23.00% Invest Now
Axis Mid Cap Fund (G)
5
71 1,225.01 1.30% -2.80% 3.80% 11.40% 21.40% Invest Now
Invesco India Midcap - D (G)
5
60 7.16 1.90% -2.60% 0.10% 13.70% 24.70% Invest Now
Invesco India Midcap (G)
5
60 171.31 1.70% -3.40% -1.70% 11.70% 22.60% Invest Now
Taurus Discovery (Midcap) - D (G)
4
60 0.61 0.50% -8.50% -3.50% 12.20% 21.70% Invest Now
Small Cap Fund » Small Cap Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
HDFC Small Cap Fund - Direct (G)
5
95 558.49 0.70% -8.70% 1.50% 18.60% 22.60% Invest Now
HDFC Small Cap Fund (G)
5
95 2,018.21 0.60% -9.40% 0.00% 17.10% 21.20% Invest Now
L&T Emerging Businesses Fund-DP (G)
4
99 888.03 -1.50% -12.20% -8.20% 18.90% 0.00% Invest Now
L&T Emerging Businesses Fund-RP (G)
4
99 3,257.18 -1.60% -12.60% -8.90% 17.90% 0.00% Invest Now
SBI Small Cap Fund - D (G)
4
70 178.69 -0.30% -13.40% -9.50% 17.00% 0.00% Invest Now
Value Fund » Value Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Quantum Long Term Equity Value - D(G)
4
12.33 785.39 1.80% 1.10% 1.80% 12.70% 15.50% Invest Now
HDFC Capital Builder Value Fund - D (G)
4
84.6 457.76 -0.10% -4.60% -0.70% 13.50% 19.30% Invest Now
HDFC Capital Builder Value Fund (G)
4
84.6 2,115.78 -0.20% -5.30% -1.90% 12.20% 18.20% Invest Now
Tata Equity P/E Fund (G)
4
77.67 2,490.70 1.10% -9.10% -4.50% 15.00% 21.90% Invest Now
Contra Fund » Contra Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Kotak India EQ Contra Fund - D (G)
5
60 18.86 1.00% -1.40% 5.90% 15.50% 16.90% Invest Now
Kotak India EQ Contra Fund (G)
5
60 159.99 0.90% -2.00% 4.60% 13.80% 15.30% Invest Now
Invesco India Contra - Dir (G)
4
88.65 98.72 0.20% -4.00% 3.50% 16.50% 24.10% Invest Now
Invesco India Contra (G)
4
88.65 975.32 0.10% -4.60% 2.10% 14.70% 22.30% Invest Now
SBI Contra Fund - Direct (G)
4
18.56 50.77 1.00% -8.40% -10.00% 7.80% 14.40% Invest Now
Focused Fund » Focused Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Sundaram Select Focus -Direct (G)
4
69.11 15.23 1.10% -1.30% 5.40% 12.20% 13.90% Invest Now
Axis Focused 25 Fund - Direct (G)
5
80 106.71 -0.20% -4.70% 4.30% 16.50% 18.00% Invest Now
Sundaram Select Focus - RP (G)
4
69.11 654.03 1.00% -2.20% 3.50% 11.20% 13.00% Invest Now
Axis Focused 25 Fund (G)
5
80 2,852.37 -0.30% -5.30% 3.10% 15.10% 16.60% Invest Now
ICICI Pru Focused Equity Fund - D (G)
4
38 62.62 -0.70% 2.60% 3.10% 11.70% 14.40% Invest Now
Sectoral/Thematic » Sectoral/Thematic » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
ICICI Pru Banking & Finserv (G)
4
2,180.84 5.10% -2.40% -3.90% 18.10% 22.90% Invest Now
Franklin Build India - Direct (G)
5
242.01 5.00% -1.00% -7.00% 12.40% 25.00% Invest Now
Franklin Build India Fund (G)
5
972.82 4.90% -1.70% -8.20% 10.90% 23.50% Invest Now
Invesco India Infra. -Direct (G)
4
3.00 3.70% -9.30% -8.90% 10.50% 21.20% Invest Now
LIC Infrastructure - Direct (G)
4
13.68 3.40% -8.10% -9.20% 7.40% 12.80% Invest Now
Medium to Long Duration Fund » Medium to Long Duration Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
ICICI Pru Bond Fund - D (G)
4
36.66 1,980.35 0.90% 3.40% 3.30% 7.00% 9.20% Invest Now
Reliance Income Fund - Direct (G)
5
23.43 303.66 0.90% 4.20% 3.30% 7.10% 8.80% Invest Now
ABSL Income Fund - D (G)
4
21.6 565.65 1.10% 4.00% 3.00% 6.90% 8.90% Invest Now
ICICI Pru Bond Fund (G)
4
36.66 2,133.67 0.80% 3.10% 2.70% 6.40% 8.80% Invest Now
Reliance Income Fund (G)
5
23.43 300.68 0.90% 3.80% 2.50% 6.20% 7.90% Invest Now
Medium Duration Fund » Medium Duration Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis Strategic Bond Fund - D (G)
4
94.58 358.27 0.80% 3.90% 6.10% 8.80% 10.40% Invest Now
Axis Strategic Bond Fund (G)
4
94.58 889.39 0.70% 3.60% 5.30% 8.00% 9.40% Invest Now
IDFC Bond Fund - MTP - D (G)
5
40.12 1,462.99 0.90% 4.10% 5.10% 7.40% 8.60% Invest Now
HDFC Medium Term Debt Fund - D (G)
4
56.8 594.13 0.80% 3.50% 5.10% 7.80% 8.90% Invest Now
IDFC Bond Fund - MTP (G)
5
40.12 1,881.95 0.80% 3.70% 4.40% 6.70% 7.90% Invest Now
Dynamic Bond Fund » Dynamic Bond Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
JM Dynamic Debt Fund - D (G)
5
77.24 171.93 0.60% 3.90% 7.80% 8.40% 8.80% Invest Now
JM Dynamic Debt Fund (G)
5
77.24 68.59 0.60% 3.70% 7.30% 7.80% 8.20% Invest Now
Franklin India Dynamic Accrual - DP (G)
4
80 405.96 0.90% 4.40% 7.00% 9.30% 10.60% Invest Now
Franklin India Dynamic Accrual Fund (G)
4
80 2,679.22 0.80% 3.90% 6.00% 8.40% 9.70% Invest Now
Kotak Dynamic Bond Fund - D (G)
4
63.52 311.78 1.00% 4.50% 5.40% 8.70% 9.30% Invest Now
Short Duration Fund » Short Duration Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
BNP Paribas Short Term Fund - D (G)
4
63.31 5.77 0.70% 3.80% 6.10% 7.50% 8.50% Invest Now
Sundaram Short Term Debt Fund D (G)
5
51.1 731.13 0.70% 3.80% 6.10% 7.70% 8.70% Invest Now
HDFC Short Term Debt Fund - D (G)
5
81 6,290.24 0.70% 3.80% 6.00% 7.50% 8.60% Invest Now
HDFC Short Term Debt Fund (G)
5
81 3,365.14 0.70% 3.70% 5.80% 7.30% 8.40% Invest Now
Axis Short Term Fund - Direct (G)
4
58.63 4,819.32 0.80% 3.90% 5.80% 7.70% 8.80% Invest Now
Money Market Fund » Money Market Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
ABSL Money Manager Fund (G)
4
90.31 3,666.54 0.70% 4.00% 7.60% 7.40% 8.00% Invest Now
Invesco India Money Market - D (G)
5
30.26 267.16 0.70% 3.90% 7.60% 7.60% 8.30% Invest Now
Invesco India Money Market (G)
5
30.26 206.43 0.70% 3.80% 7.40% 7.30% 8.10% Invest Now
HDFC Money Market Fund - D (G)
4
45 5,812.27 0.70% 3.80% 7.30% 7.30% 7.90% Invest Now
Franklin India Savings Fund - D (G)
4
100 189.33 0.70% 4.10% 7.20% 7.80% 8.50% Invest Now
Low Duration Fund » Low Duration Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Edelweiss Low Duration Fund - D (G)
5
42.24 94.13 0.70% 3.90% 7.40% 7.50% 6.30% Invest Now
Axis Treasury Advantage - Direct (G)
5
49.61 1,645.92 0.70% 4.00% 7.20% 7.80% 8.40% Invest Now
Sundaram Low Duration Fund - D (G)
4
38.09 1,443.86 0.70% 3.80% 7.10% 7.70% 8.40% Invest Now
SBI Magnum Low Duration - D (G)
4
84.72 8,222.62 0.70% 3.90% 7.00% 7.50% 8.20% Invest Now
DSP Low Duration Fund - Direct (G)
4
46.84 3,188.53 0.70% 4.10% 6.90% 7.70% 0.00% Invest Now
Ultra Short Duration Fund » Ultra Short Duration Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
SBI Magnum Ultra Short Duration - D (G)
4
100 4,593.62 0.70% 4.10% 7.70% 7.40% 8.00% Invest Now
SBI Magnum Ultra Short Duration (G)
4
100 2,221.98 0.70% 4.00% 7.60% 7.30% 7.90% Invest Now
Kotak Savings Fund - D (G)
4
52.24 4,586.77 0.70% 3.90% 7.20% 7.70% 8.40% Invest Now
L&T Ultra Short Term -Direct (G)
5
54.66 791.92 0.70% 3.90% 7.10% 7.80% 8.40% Invest Now
Indiabulls Ultra Short Term-DP (G)
4
89.18 1,207.70 0.60% 3.80% 7.10% 8.10% 8.80% Invest Now
Liquid Fund » Liquid Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Franklin India Liquid Fund - D (G)
4
21.9 2,575.26 0.70% 3.80% 7.40% 7.30% 8.00% Invest Now
BNP Paribas Liquid Fund - D (G)
4
35.9 1,486.35 0.70% 3.80% 7.40% 7.30% 7.90% Invest Now
DSP Liquidity Fund - Direct (G)
4
84.68 13,363.93 0.60% 3.80% 7.40% 7.30% 7.90% Invest Now
Franklin India Liquid Fund - SIP (G)
4
21.9 1,934.43 0.70% 3.80% 7.30% 7.30% 8.00% Invest Now
LIC Liquid Fund -Direct (G)
4
47.1 12,380.94 0.60% 3.70% 7.30% 7.30% 7.90% Invest Now
Aggressive Hybrid Fund » Aggressive Hybrid Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Sundaram Equity Hybrid Fund (G)
5
80 843.73 0.80% -0.60% 4.90% 10.90% 11.20% Invest Now
CR Equity Hybrid Fund - DP - (G)
4
93.29 41.00 1.90% 0.20% 4.70% 11.10% 16.90% Invest Now
CR Equity Hybrid Fund - RP - (G)
4
93.29 1,488.53 1.80% -0.40% 3.30% 9.70% 15.90% Invest Now
JM Equity Hybrid Fund (G)
4
25.1 10.52 0.50% 1.00% 2.90% 7.60% 11.50% Invest Now
ICICI Prudential Equity & Debt - D (G)
4
88.46 2,169.61 2.20% 1.70% 2.10% 13.60% 18.30% Invest Now
Conservative Hybrid Fund » Conservative Hybrid Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
BNP Paribas Conser. Hybrid - D (G)
5
81 1.86 1.20% 2.50% 4.40% 9.40% 10.90% Invest Now
Axis Regular Saver Fund - Direct (G)
4
88.04 5.45 0.70% 1.20% 4.00% 7.70% 10.70% Invest Now
UTI Regular Savings Fund - D (G)
4
99 83.83 0.00% 1.00% 3.50% 8.60% 11.40% Invest Now
Axis Regular Saver Fund (G)
4
88.04 420.08 0.60% 0.60% 2.80% 6.30% 9.10% Invest Now
UTI Regular Savings Fund (G)
4
99 1,103.44 -0.10% 0.60% 2.80% 7.80% 10.70% Invest Now
Arbitrage Fund » Arbitrage Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Reliance Arbitrage Fund - Direct (G)
4
80 3,516.79 0.70% 3.80% 7.60% 7.00% 7.60% Invest Now
IDFC Arbitrage Fund - Direct (G)
5
40.55 1,387.22 0.70% 3.80% 7.20% 6.80% 7.60% Invest Now
Kotak Equity Arbitrage - Direct (G)
4
74.91 2,845.17 0.60% 3.60% 7.00% 6.80% 7.80% Invest Now
Kotak Equity Arbitrage - Regular (G)
5
74.91 4,924.02 0.60% 3.40% 6.50% 6.30% 7.20% Invest Now
IDFC Arbitrage Fund - Regular (G)
4
40.55 1,343.28 0.60% 3.40% 6.40% 6.10% 6.90% Invest Now
Fixed Maturity Plans - Hybrid » Fixed Maturity Plans - Hybrid » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
Axis EAF - Sr. 1 - DP (G)
5
3.98 -0.10% -1.10% 4.00% 0.00% 0.00% Invest Now
Axis EAF - Sr. 1 - RP (G)
5
913.93 -0.30% -1.80% 2.40% 0.00% 0.00% Invest Now
Money Market Fund » Money Market Fund » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
ABSL Money Manager Fund (G)
4
90.31 3,666.54 0.70% 4.00% 7.60% 7.40% 8.00% Invest Now
Invesco India Money Market - D (G)
5
30.26 267.16 0.70% 3.90% 7.60% 7.60% 8.30% Invest Now
Invesco India Money Market (G)
5
30.26 206.43 0.70% 3.80% 7.40% 7.30% 8.10% Invest Now
HDFC Money Market Fund - D (G)
4
45 5,812.27 0.70% 3.80% 7.30% 7.30% 7.90% Invest Now
Franklin India Savings Fund - D (G)
4
100 189.33 0.70% 4.10% 7.20% 7.80% 8.50% Invest Now
ELSS » ELSS » Crisil Rank ARQ Score AUM (Cr) 1 M 6 M 1 Y 3 Y 5 Y Action
CR Equity Tax Saver Fund - D (G)
4
52 52.65 1.90% 0.00% 6.80% 11.40% 15.90% Invest Now
CR Equity Tax Saver Fund (G)
4
52 813.70 1.80% -0.30% 5.90% 10.60% 15.20% Invest Now
ICICI Pru Long Term Equity-Tax Svng-DP-G
4
71 372.40 1.80% 1.60% 5.80% 11.50% 18.20% Invest Now
Axis Long Term Equity - Direct (G)
4
100 1,176.21 2.00% -3.30% 5.80% 13.20% 22.20% Invest Now
ICICI Pru Long Term Equity (Tax Svng)-G
4
71 4,658.41 1.70% 1.10% 4.70% 10.10% 16.90% Invest Now
TOP PERFORMING CATEGORIES
Category 1Y 2Y 3Y 5Y
Others: Index Funds/ETFs Others: Index Funds/ETFs 3.20% 10.90% 8.50% 6.70%
Equity: Multi Cap Fund Equity: Multi Cap Fund -2.30% 7.90% 6.80% 7.90%
Equity: Large Cap Fund Equity: Large Cap Fund 0.10% 12.40% 10.20% 14.30%
Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund -3.90% 12.20% 10.90% 16.30%
Equity: Mid Cap Fund Equity: Mid Cap Fund -7.60% 8.80% 8.40% 16.00%
Equity: Small Cap Fund Equity: Small Cap Fund -13.50% 7.10% 6.30% 7.20%
Equity: ELSS Equity: ELSS -3.60% 9.50% 7.80% 10.30%
Equity: Sectoral/Thematic Equity: Sectoral/Thematic -2.60% 10.90% 9.00% 12.30%
Equity: Value Fund Equity: Value Fund -6.80% 11.30% 11.00% 9.90%
Equity: Focused Fund Equity: Focused Fund -1.10% 11.90% 9.90% 14.70%
Equity: Dividend Yield Fund Equity: Dividend Yield Fund -3.90% 11.30% 10.30% 11.40%
Equity: Contra Fund Equity: Contra Fund -0.60% 14.10% 11.70% 17.00%
Hybrid: Aggressive Hybrid Fund Hybrid: Aggressive Hybrid Fund -0.60% 7.80% 7.20% 10.40%
Hybrid: Arbitrage Fund Hybrid: Arbitrage Fund 6.10% 5.90% 6.10% 4.90%
Hybrid: Dynamic Asset Allocation or Balanced Advantage Hybrid: Dynamic Asset Allocation or Balanced Advantage 2.50% 8.90% 7.40% 8.30%
Hybrid: Equity Savings Hybrid: Equity Savings 1.80% 6.20% 6.00% 3.40%
Hybrid: Fixed Maturity Plans - Hybrid Hybrid: Fixed Maturity Plans - Hybrid 3.90% 4.90% 4.60% 2.40%
Hybrid: Conservative Hybrid Fund Hybrid: Conservative Hybrid Fund 1.50% 5.20% 6.40% 8.60%
Hybrid: Multi Asset Allocation Hybrid: Multi Asset Allocation 2.50% 8.90% 8.60% 10.90%
Hybrid: Capital Protection Funds Hybrid: Capital Protection Funds 2.90% 3.80% 3.10% 0.60%
Debt: Low Duration Fund Debt: Low Duration Fund 6.30% 6.40% 7.00% 7.40%
Debt: Short Duration Fund Debt: Short Duration Fund 4.60% 5.40% 6.70% 7.60%
Debt: Ultra Short Duration Fund Debt: Ultra Short Duration Fund 4.80% 5.10% 5.60% 6.00%
Debt: Money Market Fund Debt: Money Market Fund 6.60% 6.60% 7.00% 7.70%
Debt: Floater Fund Debt: Floater Fund 5.90% 6.50% 7.20% 7.90%
Debt: Corporate Bond Fund Debt: Corporate Bond Fund 3.80% 4.50% 5.90% 6.20%
Debt: Credit Risk Fund Debt: Credit Risk Fund 4.20% 5.40% 6.70% 4.70%
Debt: Fixed Maturity Plans - Debt Debt: Fixed Maturity Plans - Debt 1.20% 0.00% 0.00% 0.00%
Debt: Medium Duration Fund Debt: Medium Duration Fund 4.10% 5.30% 7.10% 6.30%
Debt: Dynamic Bond Fund Debt: Dynamic Bond Fund 3.20% 3.80% 6.30% 7.80%
Debt: Medium to Long Duration Fund Debt: Medium to Long Duration Fund 2.20% 3.10% 6.00% 7.40%
Debt: Gilt Fund Debt: Gilt Fund 2.10% 3.40% 6.60% 7.80%
Debt: Long Duration Fund Debt: Long Duration Fund 2.00% 2.70% 4.60% 5.90%
Category 1W 1M 3M 6M
Others: Index Funds/ETFs 0.20% 0.90% -4.50% -1.20%
Equity: Multi Cap Fund 1.00% 1.90% -7.40% -5.00%
Equity: Large Cap Fund 0.90% 1.60% -7.40% -3.40%
Equity: Large & Mid Cap Fund 1.20% 2.50% -7.90% -6.40%
Equity: Mid Cap Fund 1.10% 1.90% -9.20% -10.00%
Equity: Small Cap Fund 0.60% 1.10% -10.00% -16.30%
Equity: ELSS 1.00% 2.20% -7.70% -6.70%
Equity: Sectoral/Thematic 1.00% 1.90% -6.70% -5.90%
Equity: Value Fund 0.50% 1.50% -5.90% -6.00%
Equity: Focused Fund 0.60% 1.60% -7.90% -4.80%
Equity: Dividend Yield Fund 0.80% 1.20% -7.50% -6.60%
Equity: Contra Fund 0.80% 1.40% -7.80% -5.70%
Hybrid: Aggressive Hybrid Fund 0.80% 1.60% -4.40% -2.70%
Hybrid: Arbitrage Fund 0.10% 0.60% 1.70% 3.10%
Hybrid: Dynamic Asset Allocation or Balanced Advantage 0.50% 1.00% -3.10% -0.90%
Hybrid: Equity Savings 0.30% 0.80% -2.30% -0.50%
Hybrid: Fixed Maturity Plans - Hybrid -0.20% -0.10% -2.20% 0.10%
Hybrid: Conservative Hybrid Fund 0.50% 0.90% -1.20% 0.50%
Hybrid: Multi Asset Allocation -0.10% 0.70% -2.40% -1.40%
Hybrid: Capital Protection Funds 0.10% 0.20% -0.50% 1.40%
Debt: Low Duration Fund 0.20% 0.60% 1.60% 3.50%
Debt: Short Duration Fund 0.30% 0.60% 1.20% 3.00%
Debt: Ultra Short Duration Fund 0.20% 0.50% 1.10% 2.50%
Debt: Money Market Fund 0.20% 0.30% 1.40% 3.30%
Debt: Floater Fund 0.20% 0.60% 1.50% 3.40%
Debt: Corporate Bond Fund 0.30% 0.80% 1.00% 2.60%
Debt: Credit Risk Fund 0.30% 0.70% 0.80% 2.40%
Debt: Fixed Maturity Plans - Debt 0.30% 0.80% 1.20% 1.80%
Debt: Medium Duration Fund 0.30% 0.70% 0.90% 2.70%
Debt: Dynamic Bond Fund 0.30% 0.90% 1.50% 3.20%
Debt: Medium to Long Duration Fund 0.30% 1.00% 1.40% 3.00%
Debt: Gilt Fund 0.30% 1.20% 1.90% 3.30%
Debt: Long Duration Fund 0.90% 2.60% 2.30% 2.90%
Indices Performance
Category 1Y 2Y 3Y 5Y
NIFTY 50 4.60% 14.80% 11.00% 11.50%
S&P BSE SENSEX 7.10% 16.10% 11.20% 11.20%
NIFTY 500 -0.80% 13.90% 11.10% 13.60%
S&P BSE MIDCAP -9.10% 11.60% 12.00% 0.00%
NIFTY Smallcap 100 -25.20% 5.30% 5.50% 14.80%
NIFTY Midcap 100 -9.90% 10.70% 10.80% 18.10%
NIFTY BANK 3.10% 17.20% 15.20% 18.70%
NIFTY PHARMA 2.40% -6.10% -7.40% 4.30%
NIFTY INFRA -10.30% 7.20% 4.70% 5.60%
NIFTY IT 27.90% 22.50% 9.60% 10.00%
NIFTY ENERGY 3.10% 21.70% 21.70% 12.80%
NIFTY METAL -9.30% 12.60% 24.90% 7.70%
Category 1W 1M 3M 6M YTD
NIFTY 50 0.90% 0.90% -6.20% -0.50% 1.44%
S&P BSE SENSEX 0.80% 0.80% -5.90% 0.20% 4.11%
NIFTY 500 0.50% 1.10% -7.10% -3.60% -5.24%
S&P BSE MIDCAP 0.40% 3.20% -7.20% -6.40% -15.85%
NIFTY Smallcap 100 -1.20% 0.20% -16.10% -21.20% -31.30%
NIFTY Midcap 100 -0.60% 2.00% -8.90% -8.30% -17.16%
NIFTY BANK 1.80% 2.60% -5.70% 0.20% 2.76%
NIFTY PHARMA -3.60% -5.40% -3.10% 10.70% -3.31%
NIFTY INFRA 1.50% 7.10% 1.30% -7.10% -14.32%
NIFTY IT -0.60% -2.80% -3.80% 7.00% 24.07%
NIFTY ENERGY 1.70% -1.90% -6.10% 3.80% 0.44%
NIFTY METAL -2.30% -2.20% 0.50% -9.20% -14.86%
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.


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