As on 28-03-2023
Large Cap (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
---|---|---|---|
Canara Robeco Bluechip Equity Fund - Direct Plan - GrowthDespite being large-cap, has managed to beat benchmark consistently |
24.61 | 14.08 | 14.75 |
Mirae Asset Large Cap Fund - Direct Plan - GrowthAmong the largest in its category; size not an issue for performance |
25.72 | 11.85 | 16.84 |
Category Average |
24.23 | 10.52 | 13.22 |
Flexi Cap (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Kotak Flexi Cap Fund - Direct Plan - GrowthLarge-size has pushed the fund towards large-caps, but remains adequately diversified |
25.7 | 11.25 | 16.81 |
Parag Parikh Flexi Cap Fund - Direct Plan - GrowthInvestments in international equities and timely deploying cash, helped |
33.87 | 17.73 | N/A |
UTI Flexi Cap Fund - Direct Plan - GrowthFollows a growth-styled approach and managed conservatively. Stable long-term performance |
23.41 | 11.71 | 14.54 |
Category Average |
26.39 | 11.43 | 14.88 |
Mid Cap (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Axis Midcap Fund - Direct Plan - GrowthConsistent performer and manages risks well. Takes active cash calls |
26.41 | 15.08 | 19.4 |
DSP Midcap Fund - Direct Plan - GrowthDespite a conservative portfolio, performance is good. Well-diversified. |
23.23 | 9.07 | 17.78 |
Invesco India Mid Cap Fund - Direct Plan - GrowthSmall corpus bodes well for a midcap fund. Takes lesser risks |
30.57 | 14.11 | 20.04 |
Kotak Emerging Equity Fund - Direct Plan - GrowthSize is bit large for a mid-cap fund, but so far fund has managed well. |
36.81 | 14.63 | 21.33 |
Category Average |
33.99 | 12.6 | 18.71 |
Small Cap (Satellite) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Axis Small Cap Fund - Direct Plan - GrowthStrong pedigreed. Did well in 2018 and 2019, despite tough markets. |
37.37 | 18.8 | N/A |
SBI Small Cap Fund - Direct Plan - GrowthGood stock picking skills. Did well in rising and falling markets. |
39.21 | 15.21 | 25.92 |
Category Average |
43 | 13.08 | 19.55 |
ELSS (Core/Satellite) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Canara Robeco Equity Tax Saver Fund - Direct Plan - GrowthDespite a high churn, the scheme has done well across market cycles |
28.51 | 15.08 | 15.8 |
Kotak Tax Saver Fund - Direct Plan - GrowthSame manager for over seven years now. 3-year lock-in helps in stock picking |
30.22 | 13.98 | 16.28 |
Category Average |
30.44 | 11.47 | 15.39 |
Focused (Satellite) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Axis Focused 25 Fund - Direct Plan - GrowthInvests in up to 25 stocks. Tilted towards large-caps last year |
15.66 | 8.57 | 13.68 |
SBI Focused Equity Fund - Direct Plan - GrowthInvests across large, mid and small sized companies and up to 30 stocks |
23.06 | 11.77 | 16.13 |
Category Average |
26.51 | 10.94 | 15.2 |
Aggressive Hybrid (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Canara Robeco Equity Hybrid Fund - Direct Plan - GrowthAtleast 65% in equities. Well-diversified, tilts towards large-caps |
20.07 | 11.93 | 14.68 |
DSP Equity & Bond Fund - Direct Plan - GrowthIdeal for first-time equity investors. Invests atleast 65% in equities. Well-diversified. |
19.62 | 10.37 | 13.91 |
Category Average |
22.69 | 10.34 | 13.74 |
Short Term (Core) | 1 Y (%) | 2 Y (%) | 3 Y (%) |
Axis Short Term Fund - Direct Plan - GrowthConsistent performer. Actively-managed. Does not take credit risks |
4.97 | 5.03 | 6.25 |
HDFC Short Term Debt Fund - Direct Plan - GrowthDespite investing 8-10% in AA-rated securities, fund has managed credit risks well. |
4.77 | 4.94 | 6.34 |
ICICI Prudential Short Term Fund - Direct Fund - GrowthActively-managed. Small portion in perpetual bonds, though monitors risks closely |
6.42 | 5.7 | 7.02 |
Category Average |
6.06 | 5.88 | 6.44 |
Corporate Bond (Core) | 1 Y (%) | 2 Y (%) | 3 Y (%) |
HDFC Corporate Bond Fund - Direct Plan - GrowthLargest fund in this category. Invests almost entirely in AAA-rated assets. |
4.19 | 4.67 | 6.13 |
Sundaram Corporate Bond Fund - Direct Plan GrowthInvests significantly in high-rated securities. Despite small-size, the fund is well-diversified |
4.5 | 4.54 | 6 |
Category Average |
4.08 | 4.44 | 5.86 |
Banking and PSU Debt (Core) | 1 Y (%) | 2 Y (%) | 3 Y (%) |
Bandhan Banking & PSU Debt Fund - Direct Plan - GrowthFund manager’s track record in avoiding credit risks, inspires confidence |
4.59 | 4.52 | 5.96 |
Kotak Banking and PSU Debt Fund - Direct Plan - GrowthTrue to label, avoids private sector firms. Uses Government securities opportunistically. |
4.76 | 5.04 | 6.14 |
Nippon India Banking & PSU Debt Fund - Direct Plan - GrowthIdeal for investment around 3 years. Avoids AT1 bonds. Well-diversified. |
4.29 | 4.7 | 6.08 |
Category Average |
4.37 | 4.51 | 5.73 |
Index Funds/ETFs | 3 Y (%) | 5 Y (%) | 10 Y (%) |
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - GrowthA good way to invest in the next lot of emerging large-cap companies |
22.59 | 5.64 | 13.42 |
UTI Nifty 50 Index Fund - Direct Plan - GrowthOldest index fund in India. Low tracking error. |
26.28 | 11.78 | 12.62 |
As on 28-03-2023
Large Cap (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
---|---|---|---|
Canara Robeco Bluechip Equity Fund - Direct Plan - GrowthDespite being large-cap, has managed to beat benchmark consistently |
11.26 | 13.44 | 13.84 |
Mirae Asset Large Cap Fund - Direct Plan - GrowthAmong the largest in its category; size not an issue for performance |
11.23 | 11.75 | 14 |
Category Average |
24.23 | 10.52 | 13.22 |
Flexi Cap (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Kotak Flexi Cap Fund - Direct Plan - GrowthLarge-size has pushed the fund towards large-caps, but remains adequately diversified |
12.2 | 11.83 | 13.82 |
Parag Parikh Flexi Cap Fund - Direct Plan - GrowthInvestments in international equities and timely deploying cash, helped |
16.83 | 18.67 | N/A |
UTI Flexi Cap Fund - Direct Plan - GrowthFollows a growth-styled approach and managed conservatively. Stable long-term performance |
5.9 | 10.15 | 12.3 |
Category Average |
26.39 | 11.43 | 14.88 |
Mid Cap (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Axis Midcap Fund - Direct Plan - GrowthConsistent performer and manages risks well. Takes active cash calls |
11.39 | 14.69 | 16.71 |
DSP Midcap Fund - Direct Plan - GrowthDespite a conservative portfolio, performance is good. Well-diversified. |
6.71 | 9.96 | 13.79 |
Invesco India Mid Cap Fund - Direct Plan - GrowthSmall corpus bodes well for a midcap fund. Takes lesser risks |
14.9 | 15.84 | 16.91 |
Kotak Emerging Equity Fund - Direct Plan - GrowthSize is bit large for a mid-cap fund, but so far fund has managed well. |
20.25 | 19.09 | 18.96 |
Category Average |
33.99 | 12.6 | 18.71 |
Small Cap (Satellite) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Axis Small Cap Fund - Direct Plan - GrowthStrong pedigreed. Did well in 2018 and 2019, despite tough markets. |
21.64 | 22.01 | N/A |
SBI Small Cap Fund - Direct Plan - GrowthGood stock picking skills. Did well in rising and falling markets. |
22.06 | 21.02 | 22.44 |
Category Average |
43 | 13.08 | 19.55 |
ELSS (Core/Satellite) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Canara Robeco Equity Tax Saver Fund - Direct Plan - GrowthDespite a high churn, the scheme has done well across market cycles |
13.26 | 15.14 | 14.83 |
Kotak Tax Saver Fund - Direct Plan - GrowthSame manager for over seven years now. 3-year lock-in helps in stock picking |
16.5 | 15.65 | 15.26 |
Category Average |
30.44 | 11.47 | 15.39 |
Focused (Satellite) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Axis Focused 25 Fund - Direct Plan - GrowthInvests in up to 25 stocks. Tilted towards large-caps last year |
0.12 | 5.17 | 11.01 |
SBI Focused Equity Fund - Direct Plan - GrowthInvests across large, mid and small sized companies and up to 30 stocks |
9.98 | 11.92 | 14.37 |
Category Average |
26.51 | 10.94 | 15.2 |
Aggressive Hybrid (Core) | 3 Y (%) | 5 Y (%) | 10 Y (%) |
Canara Robeco Equity Hybrid Fund - Direct Plan - GrowthAtleast 65% in equities. Well-diversified, tilts towards large-caps |
9.82 | 11.72 | 12.97 |
DSP Equity & Bond Fund - Direct Plan - GrowthIdeal for first-time equity investors. Invests atleast 65% in equities. Well-diversified. |
8.56 | 10.46 | 12.04 |
Category Average |
22.69 | 10.34 | 13.74 |
Short Term (Core) | 1 Y (%) | 2 Y (%) | 3 Y (%) |
Axis Short Term Fund - Direct Plan - GrowthConsistent performer. Actively-managed. Does not take credit risks |
6.26 | 5.17 | 5.23 |
HDFC Short Term Debt Fund - Direct Plan - GrowthDespite investing 8-10% in AA-rated securities, fund has managed credit risks well. |
6.21 | 4.99 | 5.18 |
ICICI Prudential Short Term Fund - Direct Fund - GrowthActively-managed. Small portion in perpetual bonds, though monitors risks closely |
7.27 | 6.02 | 6.02 |
Category Average |
6.06 | 5.88 | 6.44 |
Corporate Bond (Core) | 1 Y (%) | 2 Y (%) | 3 Y (%) |
HDFC Corporate Bond Fund - Direct Plan - GrowthLargest fund in this category. Invests almost entirely in AAA-rated assets. |
5.86 | 4.63 | 4.86 |
Sundaram Corporate Bond Fund - Direct Plan GrowthInvests significantly in high-rated securities. Despite small-size, the fund is well-diversified |
5.78 | 4.66 | 4.79 |
Category Average |
4.08 | 4.44 | 5.86 |
Banking and PSU Debt (Core) | 1 Y (%) | 2 Y (%) | 3 Y (%) |
Bandhan Banking & PSU Debt Fund - Direct Plan - GrowthFund manager’s track record in avoiding credit risks, inspires confidence |
5.9 | 4.74 | 4.81 |
Kotak Banking and PSU Debt Fund - Direct Plan - GrowthTrue to label, avoids private sector firms. Uses Government securities opportunistically. |
6.12 | 5.01 | 5.1 |
Nippon India Banking & PSU Debt Fund - Direct Plan - GrowthIdeal for investment around 3 years. Avoids AT1 bonds. Well-diversified. |
5.88 | 4.7 | 4.87 |
Category Average |
4.37 | 4.51 | 5.73 |
Index Funds/ETFs | 3 Y (%) | 5 Y (%) | 10 Y (%) |
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - GrowthA good way to invest in the next lot of emerging large-cap companies |
5.87 | 7.16 | 10.05 |
UTI Nifty 50 Index Fund - Direct Plan - GrowthOldest index fund in India. Low tracking error. |
11.97 | 11.8 | 11.79 |
As on 28-03-2023
Large Cap (Core) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
---|---|---|---|---|---|---|---|---|---|---|---|
Canara Robeco Bluechip Equity Fund - Direct Plan - GrowthDespite being large-cap, has managed to beat benchmark consistently |
4.13 | 36.8 | 0.46 | 2.41 | 32.77 | 5.26 | 17.35 | 24.38 | 24.93 | 2.29 | -4.81 |
Mirae Asset Large Cap Fund - Direct Plan - GrowthAmong the largest in its category; size not an issue for performance |
8.05 | 54.01 | 4.73 | 8.49 | 39.57 | 1.08 | 14.09 | 14.78 | 27.6 | 2.65 | -5.96 |
Flexi Cap (Core) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Kotak Flexi Cap Fund - Direct Plan - GrowthLarge-size has pushed the fund towards large-caps, but remains adequately diversified |
5.01 | 58.95 | 3.94 | 9.97 | 35.86 | 0.7 | 13.45 | 12.84 | 24.79 | 5.98 | -5.47 |
Parag Parikh Flexi Cap Fund - Direct Plan - GrowthInvestments in international equities and timely deploying cash, helped |
11.55 | 44.92 | 9.31 | 4.11 | 30.1 | 0.22 | 15.48 | 33.99 | 45.52 | -6.29 | 2.75 |
UTI Flexi Cap Fund - Direct Plan - GrowthFollows a growth-styled approach and managed conservatively. Stable long-term performance |
6.69 | 47.29 | 1.2 | 1.2 | 30.69 | 4.91 | 12.54 | 31.62 | 32.64 | -12.68 | -6.67 |
Mid Cap (Core) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Axis Midcap Fund - Direct Plan - GrowthConsistent performer and manages risks well. Takes active cash calls |
2.98 | 78.67 | 1.96 | -2.19 | 43.6 | 4.91 | 13.22 | 27.5 | 39.1 | -3.86 | -5.29 |
DSP Midcap Fund - Direct Plan - GrowthDespite a conservative portfolio, performance is good. Well-diversified. |
1.1 | 70.87 | 7.38 | 11.03 | 41.03 | -9.04 | 10.49 | 24.37 | 27.27 | -3.97 | -6.49 |
Invesco India Mid Cap Fund - Direct Plan - GrowthSmall corpus bodes well for a midcap fund. Takes lesser risks |
5.65 | 79.21 | 8.47 | 2.23 | 46.86 | -3.51 | 4.92 | 25.87 | 42.45 | 1.98 | -6.99 |
Kotak Emerging Equity Fund - Direct Plan - GrowthSize is bit large for a mid-cap fund, but so far fund has managed well. |
-6.01 | 87.46 | 9.71 | 11.36 | 44.98 | -10.42 | 9.56 | 22.9 | 46.1 | 6.44 | -4.32 |
Small Cap (Satellite) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Axis Small Cap Fund - Direct Plan - GrowthStrong pedigreed. Did well in 2018 and 2019, despite tough markets. |
1.6 | 85.97 | 10.4 | 5.04 | 39.82 | -7.6 | 20.34 | 24.87 | 58.76 | 4.11 | -5.44 |
SBI Small Cap Fund - Direct Plan - GrowthGood stock picking skills. Did well in rising and falling markets. |
6.66 | 112.55 | 21.63 | 1.73 | 80.44 | -18.69 | 7.4 | 35.03 | 45.69 | 9.29 | -6.24 |
ELSS (Core/Satellite) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Canara Robeco Equity Tax Saver Fund - Direct Plan - GrowthDespite a high churn, the scheme has done well across market cycles |
4.05 | 45.93 | 0.94 | -0.09 | 33.02 | 4.2 | 12.22 | 28.27 | 34.67 | 1.22 | -5.63 |
Kotak Tax Saver Fund - Direct Plan - GrowthSame manager for over seven years now. 3-year lock-in helps in stock picking |
-5.92 | 57.49 | 2.6 | 8.39 | 35.65 | -2.21 | 13.92 | 16.23 | 33.28 | 8.37 | -4.85 |
Focused (Satellite) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Axis Focused 25 Fund - Direct Plan - GrowthInvests in up to 25 stocks. Tilted towards large-caps last year |
4.94 | 40.6 | 5.5 | 5.47 | 46.86 | 2.53 | 16.9 | 22.34 | 23.4 | -13.56 | -9.16 |
SBI Focused Equity Fund - Direct Plan - GrowthInvests across large, mid and small sized companies and up to 30 stocks |
-8.19 | 58.8 | 4.51 | 1.98 | 45.98 | -2.86 | 16.95 | 15.82 | 43.03 | -7.56 | -5.65 |
Aggressive Hybrid (Core) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Canara Robeco Equity Hybrid Fund - Direct Plan - GrowthAtleast 65% in equities. Well-diversified, tilts towards large-caps |
3.04 | 45.71 | 6.33 | 4.07 | 26.83 | 3.02 | 13.05 | 20.84 | 22.98 | 2.6 | -3.96 |
DSP Equity & Bond Fund - Direct Plan - GrowthIdeal for first-time equity investors. Invests atleast 65% in equities. Well-diversified. |
-0.77 | 45.66 | 5.32 | 8.54 | 29.16 | -3.62 | 15.32 | 17.9 | 24.19 | -1.7 | -3.62 |
Short Term (Core) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Axis Short Term Fund - Direct Plan - GrowthConsistent performer. Actively-managed. Does not take credit risks |
8.02 | 10.98 | 9.01 | 10.35 | 6.67 | 6.97 | 10.42 | 10.8 | 4.1 | 4.39 | 1.62 |
HDFC Short Term Debt Fund - Direct Plan - GrowthDespite investing 8-10% in AA-rated securities, fund has managed credit risks well. |
8.42 | 10.53 | 8.82 | 9.42 | 6.68 | 7.04 | 9.86 | 11.26 | 4.34 | 3.98 | 1.57 |
ICICI Prudential Short Term Fund - Direct Fund - GrowthActively-managed. Small portion in perpetual bonds, though monitors risks closely |
7.67 | 12.17 | 8.64 | 11.78 | 6.82 | 6.68 | 10.42 | 11.35 | 4.6 | 5.44 | 1.66 |
Corporate Bond (Core) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
HDFC Corporate Bond Fund - Direct Plan - GrowthLargest fund in this category. Invests almost entirely in AAA-rated assets. |
7.47 | 11.01 | 8.64 | 10.69 | 6.61 | 6.51 | 10.47 | 11.95 | 4.13 | 3.56 | 1.41 |
Sundaram Corporate Bond Fund - Direct Plan GrowthInvests significantly in high-rated securities. Despite small-size, the fund is well-diversified |
-3.61 | 15.08 | 8.7 | 12.04 | 6.06 | 5.33 | 11.61 | 11.12 | 3.72 | 3.92 | 1.55 |
Banking and PSU Debt (Core) | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
Bandhan Banking & PSU Debt Fund - Direct Plan - GrowthFund manager’s track record in avoiding credit risks, inspires confidence |
7.27 | 9.34 | 8.64 | 8.08 | 5.7 | 7.5 | 11.56 | 11.2 | 3.66 | 3.93 | 1.58 |
Kotak Banking and PSU Debt Fund - Direct Plan - GrowthTrue to label, avoids private sector firms. Uses Government securities opportunistically. |
9.77 | 9.65 | 8.76 | 10.31 | 6.54 | 7.02 | 11.25 | 10.82 | 4.25 | 4.03 | 1.46 |
Nippon India Banking & PSU Debt Fund - Direct Plan - GrowthIdeal for investment around 3 years. Avoids AT1 bonds. Well-diversified. |
N/A | N/A | 5.74 | 10.35 | 6.17 | 6.69 | 11.05 | 11.37 | 4.23 | 3.65 | 1.54 |
Index Funds/ETFs | 2013 (%) | 2014 (%) | 2015 (%) | 2016 (%) | 2017 (%) | 2018 (%) | 2019 (%) | 2020 (%) | 2021 (%) | 2022 (%) | YTD (%) |
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - GrowthA good way to invest in the next lot of emerging large-cap companies |
4.77 | 43.63 | 6.36 | 7.14 | 46.22 | -8.2 | 1.9 | 14.63 | 27.13 | 0.51 | -11.4 |
UTI Nifty 50 Index Fund - Direct Plan - GrowthOldest index fund in India. Low tracking error. |
5.54 | 32.07 | -3.24 | 3.88 | 29.79 | 5.27 | 13.64 | 15.43 | 23.9 | 5.44 | -6.14 |
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 |
---|---|---|---|---|---|---|---|---|
Baroda Pioneer Large Cap - Direct (G) | 2.87 | -4.90% | -6.90% | 8.00% | 14.00% | 11.40% | Invest Now | |
Baroda Pioneer Large Cap (G) | 38.56 | -4.90% | -7.40% | 7.00% | 13.10% | 10.40% | Invest Now | |
Edelweiss Large Cap - Direct (G) | 32.09 | -1.80% | 2.70% | 4.20% | 26.80% | 12.50% | Invest Now | |
BNP Paribas Large Cap Fund - D (G) | 117.68 | -1.50% | 1.70% | 2.30% | 23.40% | 12.50% | Invest Now | |
Edelweiss Large Cap - A (G) | 197.81 | -1.90% | 1.90% | 2.50% | 24.80% | 11.00% | 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) | 16.57 | 3.70% | 14.90% | 37.70% | 24.80% | 18.80% | Invest Now | |
Union Equity Fund (G) | 452.06 | 3.60% | 14.40% | 36.60% | 23.90% | 18.00% | Invest Now | |
JM Flexi Cap Fund - DP - (G) | 13.06 | -2.50% | 2.50% | 5.00% | 26.90% | 13.20% | Invest Now | |
JM Flexi Cap Fund - RP - (G) | 150.49 | -2.60% | 2.10% | 4.20% | 25.90% | 12.40% | Invest Now | |
DSP Flexi Cap Fund - DP - (G) | 729.87 | -4.10% | -2.60% | -0.50% | 24.20% | 11.60% | 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) | 233.38 | -1.60% | 1.00% | 8.80% | 29.50% | 13.50% | Invest Now | |
Kotak Equity Opportunities - D (G) | 635.90 | -1.90% | 1.10% | 5.20% | 29.80% | 13.50% | Invest Now | |
Kotak Equity Opportunities (G) | 4,461.80 | -2.00% | 0.50% | 3.90% | 28.20% | 12.20% | Invest Now | |
Edelweiss Large & Mid Cap - D (G) | 30.36 | -3.00% | -2.70% | -0.10% | 28.60% | 12.60% | Invest Now | |
Invesco Growth Opportunities - D (G) | 643.12 | -2.40% | -2.50% | -0.40% | 23.60% | 10.50% | Invest Now |
Mid Cap Fund » Mid Cap Fund » | Crisil Rank | AUM (Cr) | 1 M | 6 M | 1 Y | 3 Y | 5 Y | Action |
---|---|---|---|---|---|---|---|---|
Invesco India Midcap - D (G) | 244.85 | -3.10% | -1.70% | 0.60% | 30.50% | 14.00% | Invest Now | |
Tata Mid Cap Growth - Direct (G) | 99.20 | -2.70% | -1.80% | 0.00% | 31.10% | 13.10% | Invest Now | |
Taurus Discovery (Midcap) - D (G) | 1.26 | -5.10% | -3.10% | -0.80% | 27.20% | 9.90% | Invest Now | |
Taurus Discovery (Midcap) (G) | 62.61 | -4.70% | -2.90% | -0.60% | 26.90% | 9.50% | Invest Now | |
Invesco India Midcap (G) | 1,077.40 | -2.80% | -2.40% | -0.70% | 28.70% | 12.40% | Invest Now |
Small Cap Fund » Small Cap Fund » | Crisil Rank | AUM (Cr) | 1 M | 6 M | 1 Y | 3 Y | 5 Y | Action |
---|---|---|---|---|---|---|---|---|
SBI Small Cap Fund - DP - (G) | 2,317.48 | -3.70% | -4.90% | 6.20% | 38.80% | 15.30% | Invest Now | |
SBI Small Cap Fund - DP - (IDCW) | 2,317.48 | -3.70% | -4.90% | 6.20% | 38.80% | 15.30% | Invest Now | |
SBI Small Cap Fund - RP - (G) | 4,827.73 | -3.80% | -5.40% | 5.10% | 37.30% | 14.00% | Invest Now | |
SBI Small Cap Fund - RP - (IDCW) | 4,827.73 | -3.80% | -5.40% | 5.10% | 37.30% | 14.00% | Invest Now | |
Axis Small Cap Fund - Direct (G) | 1,529.00 | -3.20% | -3.30% | 1.20% | 37.40% | 18.80% | 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) | 733.91 | -2.00% | 1.90% | 4.90% | 28.10% | 9.50% | Invest Now | |
UTI Value Opportunities Fund - D (G) | 403.45 | -3.50% | -1.20% | 0.10% | 28.30% | 11.90% | Invest Now | |
UTI Value Opportunities Fund (G) | 5,076.21 | -3.50% | -1.60% | -0.60% | 27.40% | 11.20% | Invest Now | |
Nippon Value Fund (G) | 3,267.78 | -2.60% | -2.40% | -2.00% | 30.70% | 10.90% | 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) | 138.16 | -2.00% | 3.20% | 5.70% | 30.70% | 13.70% | Invest Now | |
Kotak India EQ Contra Fund (G) | 789.21 | -2.10% | 2.50% | 4.20% | 28.90% | 12.20% | Invest Now | |
Invesco India Contra - Dir (G) | 1,528.16 | -2.90% | -2.30% | 2.10% | 28.30% | 12.00% | Invest Now | |
Invesco India Contra (G) | 4,858.39 | -3.00% | -2.90% | 0.90% | 26.70% | 10.60% | 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) | 35.47 | -2.40% | -2.00% | -3.00% | 24.30% | 12.80% | Invest Now | |
Principal Focused Multicap Fund (G) | 481.33 | -2.50% | -2.60% | -4.00% | 23.10% | 11.80% | Invest Now | |
SBI Focused Equity Fund - D (G) | 2,713.94 | -1.00% | -4.90% | -5.30% | 22.80% | 11.70% | Invest Now | |
SBI Focused Equity Fund (G) | 10,904.74 | -1.00% | -5.40% | -6.20% | 21.50% | 10.60% | Invest Now | |
Axis Focused 25 Fund - Direct (G) | 3,761.70 | -3.50% | -11.20% | -14.80% | 15.70% | 8.60% | Invest Now |
Sectoral/Thematic » Sectoral/Thematic » | Crisil Rank | AUM (Cr) | 1 M | 6 M | 1 Y | 3 Y | 5 Y | Action |
---|---|---|---|---|---|---|---|---|
Can Robeco Infrastructure-Direct(G) | 9.64 | -0.70% | 1.40% | 12.70% | 36.90% | 11.80% | Invest Now | |
Tata Infrastructure - Direct (G) | 22.33 | 0.50% | 0.70% | 11.90% | 36.90% | 12.60% | Invest Now | |
Can Robeco Infrastructure (G) | 108.60 | -0.80% | 0.80% | 11.40% | 35.40% | 10.70% | Invest Now | |
Invesco India Infra. -Direct (G) | 32.68 | -0.30% | 1.50% | 7.40% | 35.30% | 14.30% | Invest Now | |
BOI AXA M & I Fund - Direct (G) | 10.23 | -0.70% | 2.80% | 6.90% | 36.80% | 11.30% | 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) | 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) | 87.28 | 1.30% | 4.20% | 6.20% | 5.50% | 7.70% | Invest Now | |
Nippon Income Fund (G) | 272.57 | 1.20% | 3.60% | 4.90% | 4.40% | 6.60% | Invest Now | |
ICICI Pru Bond Fund (G) | 2,052.00 | 0.90% | 3.20% | 4.70% | 5.30% | 6.60% | 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) | 284.11 | 1.00% | 3.70% | 5.30% | 6.80% | 7.30% | Invest Now | |
ICICI Pru Medium Term Bond (G) | 4,879.08 | 0.70% | 3.30% | 5.00% | 6.30% | 6.80% | Invest Now | |
SBI Magnum Medium Duration Fund - D (G) | 1,307.35 | 0.90% | 3.80% | 4.80% | 6.60% | 7.80% | Invest Now | |
Axis Strategic Bond Fund (G) | 933.58 | 1.00% | 3.30% | 4.60% | 6.10% | 6.60% | Invest Now | |
HDFC Medium Term Debt Fund - D (G) | 895.98 | 0.80% | 3.60% | 4.30% | 6.40% | 7.30% | 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) | 863.16 | 1.40% | 3.90% | 6.20% | 5.60% | 7.80% | Invest Now | |
SBI Dynamic Bond Fund (G) | 2,095.27 | 1.40% | 3.50% | 5.40% | 4.80% | 7.00% | Invest Now | |
Axis Dynamic Bond Fund - Direct (G) | 905.90 | 0.80% | 3.60% | 3.60% | 5.60% | 7.60% | Invest Now | |
Axis Dynamic Bond Fund (G) | 617.86 | 0.70% | 3.40% | 3.20% | 5.20% | 7.00% | Invest Now | |
DSP Strategic Bond Fund - Direct (G) | 925.84 | 0.90% | 2.80% | 3.20% | 5.10% | 7.20% | 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) | 9,430.67 | 0.80% | 3.50% | 5.00% | 6.20% | 7.30% | Invest Now | |
Tata Short Term Bond - Direct (G) | 1,966.64 | 1.10% | 3.70% | 4.80% | 5.80% | 5.70% | Invest Now | |
Mirae Asset STF - Direct (G) | 212.03 | 0.70% | 3.40% | 4.60% | 5.50% | 6.70% | Invest Now | |
Axis Short Term Fund (G) | 4,701.30 | 0.80% | 3.20% | 4.30% | 5.50% | 6.60% | Invest Now | |
Invesco India STF- Direct (G) | 944.41 | 0.90% | 3.40% | 4.10% | 5.50% | 6.70% | 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) | 6,085.46 | 0.60% | 3.50% | 5.70% | 5.10% | 6.20% | Invest Now | |
Nippon Money Market Fund (G) | 1,206.29 | 0.60% | 3.40% | 5.70% | 5.00% | 6.10% | Invest Now | |
Kotak Money Market Scheme - D (G) | 7,831.44 | 0.60% | 3.40% | 5.60% | 4.90% | 6.10% | Invest Now | |
Kotak Money Market Scheme (G) | 1,872.45 | 0.60% | 3.30% | 5.50% | 4.80% | 5.90% | Invest Now | |
Franklin India Savings Fund - D (G) | 282.02 | 0.60% | 3.40% | 5.30% | 4.90% | 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 |
---|---|---|---|---|---|---|---|---|
SBI Magnum Low Duration - D (G) | 10,258.88 | 0.60% | 3.40% | 5.20% | 5.20% | 6.30% | Invest Now | |
Axis Treasury Advantage - Direct (G) | 6,569.69 | 0.60% | 3.40% | 5.30% | 5.50% | 6.60% | Invest Now | |
DSP Low Duration Fund - Direct (G) | 2,225.09 | 0.60% | 3.30% | 5.10% | 5.10% | 6.30% | Invest Now | |
CR Savings Fund - D (G) | 640.50 | 0.60% | 3.30% | 5.00% | 4.80% | 5.90% | Invest Now | |
Invesco Treasury Advantage - DP (G) | 2,017.98 | 0.50% | 3.20% | 4.90% | 5.20% | 6.40% | 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) | 1,562.98 | 0.60% | 3.40% | 5.50% | 4.70% | 5.50% | Invest Now | |
Invesco India Ultra Short Term - D (G) | 512.90 | 0.60% | 3.30% | 5.40% | 4.80% | 6.00% | Invest Now | |
BOI Ultra Short Duration - D (G) | 283.30 | 0.50% | 3.30% | 5.30% | 4.50% | 5.70% | Invest Now | |
BOI Ultra Short Duration - R (G) | 90.89 | 0.50% | 3.00% | 4.90% | 4.20% | 5.40% | Invest Now | |
DSP Ultra Short Fund - RP (G) | 2,087.26 | 0.50% | 3.00% | 4.70% | 4.00% | 4.70% | 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) | 3,249.44 | 0.50% | 3.30% | 5.70% | 4.30% | 5.30% | Invest Now | |
CR Liquid Fund - D (G) | 953.06 | 0.50% | 3.30% | 5.60% | 4.10% | 5.10% | Invest Now | |
Baroda Pioneer Liquid -Plan A (G) | 672.82 | 0.50% | 3.30% | 5.60% | 4.20% | 5.20% | Invest Now | |
Franklin India Liquid Fund - SIP (G) | 772.07 | 0.50% | 3.20% | 5.50% | 4.20% | 5.30% | Invest Now | |
LIC Liquid Fund -Direct (G) | 5,468.87 | 0.50% | 3.30% | 5.60% | 4.30% | 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 |
---|---|---|---|---|---|---|---|---|
CR Equity Hybrid Fund - DP - (G) | 227.30 | -1.80% | 0.30% | 0.70% | 20.00% | 12.00% | Invest Now | |
Shriram Hybrid Equity Fund - D (G) | 8.75 | -1.70% | -0.10% | 0.60% | 17.40% | 8.70% | Invest Now | |
DSP Equity & Bond Fund-RP-(QIDCW) | 4,988.32 | 6.50% | -3.00% | 0.50% | 14.90% | 10.70% | Invest Now | |
CR Equity Hybrid Fund - RP - (G) | 4,312.56 | -1.90% | -0.20% | -0.50% | 18.60% | 10.60% | Invest Now | |
LIC MF Equity Hybrid Fund - D (G) | 112.44 | -2.00% | -1.00% | -0.50% | 15.10% | 8.00% | 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) | 19.21 | 0.10% | 2.20% | 2.50% | 7.70% | 6.70% | Invest Now | |
LIC MF Debt Hybrid Fund (G) | 61.50 | 0.00% | 1.80% | 1.80% | 6.80% | 5.70% | 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) | 291.54 | 0.40% | 3.60% | 6.40% | 5.00% | 5.60% | Invest Now | |
Invesco India Arbitrage Fund (G) | 252.36 | 0.40% | 3.20% | 5.70% | 4.30% | 4.90% | Invest Now | |
HSBC Arbitrage Fund - DP - (G) | 906.85 | 0.40% | 3.20% | 5.30% | 4.70% | 5.50% | Invest Now | |
HSBC Arbitrage Fund - RP - (G) | 2,310.16 | 0.40% | 2.80% | 4.70% | 4.10% | 4.90% | Invest Now | |
HSBC Arbitrage Fund - DP - (QIDCW) | 906.85 | 0.50% | 2.10% | 2.30% | 4.40% | 5.10% | 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) | 6,085.46 | 0.60% | 3.50% | 5.70% | 5.10% | 6.20% | Invest Now | |
Nippon Money Market Fund (G) | 1,206.29 | 0.60% | 3.40% | 5.70% | 5.00% | 6.10% | Invest Now | |
Kotak Money Market Scheme - D (G) | 7,831.44 | 0.60% | 3.40% | 5.60% | 4.90% | 6.10% | Invest Now | |
Kotak Money Market Scheme (G) | 1,872.45 | 0.60% | 3.30% | 5.50% | 4.80% | 5.90% | Invest Now | |
Franklin India Savings Fund - D (G) | 282.02 | 0.60% | 3.40% | 5.30% | 4.90% | 6.10% | Invest Now |
ELSS » ELSS » | Crisil Rank | AUM (Cr) | 1 M | 6 M | 1 Y | 3 Y | 5 Y | Action |
---|---|---|---|---|---|---|---|---|
Kotak Tax Saver - Regular (G) | 1,513.39 | -1.40% | 1.10% | 2.40% | 28.50% | 12.60% | Invest Now | |
CR Equity Tax Saver Fund - D (G) | 216.30 | -2.20% | -1.60% | 0.40% | 28.40% | 15.10% | Invest Now | |
IDBI Equity Advantage -Direct (G) | 33.04 | -2.10% | -1.00% | 0.50% | 20.60% | 8.90% | Invest Now | |
JM Tax Gain Fund -Direct (G) | 11.31 | -2.60% | 0.20% | -0.30% | 27.50% | 12.30% | Invest Now | |
BOI AXA Tax Advantage - Direct (G) | 75.73 | -2.30% | -0.90% | -0.20% | 29.50% | 12.90% | Invest Now |
Category | 1W | 1M | 3M | 6M |
---|---|---|---|---|
Others: Index Funds/ETFs | -0.50% | -0.10% | -2.30% | 2.60% |
Equity: Multi Cap Fund | -1.20% | -2.90% | -2.90% | 2.20% |
Equity: Large Cap Fund | -1.30% | -2.80% | -7.50% | -2.30% |
Equity: Large & Mid Cap Fund | -1.10% | -1.40% | -5.40% | -1.50% |
Equity: Mid Cap Fund | -1.60% | -3.30% | -5.70% | -3.70% |
Equity: Small Cap Fund | -1.40% | -1.50% | -1.00% | 3.30% |
Equity: ELSS | -1.30% | -2.30% | -5.20% | 0.00% |
Equity: Sectoral/Thematic | -1.20% | -2.70% | -5.10% | 0.20% |
Equity: Value Fund | -1.20% | -1.80% | -3.90% | 2.10% |
Equity: Focused Fund | -1.20% | -2.30% | -6.00% | -0.50% |
Equity: Dividend Yield Fund | -1.80% | -2.30% | -3.30% | 3.50% |
Equity: Contra Fund | -1.30% | -2.10% | -4.70% | 1.80% |
Hybrid: Aggressive Hybrid Fund | -0.80% | -1.30% | -4.20% | -0.90% |
Hybrid: Arbitrage Fund | 0.20% | 0.40% | 1.40% | 2.70% |
Hybrid: Dynamic Asset Allocation or Balanced Advantage | -0.40% | -1.70% | -3.50% | -0.30% |
Hybrid: Equity Savings | -0.50% | -1.00% | -1.70% | 0.70% |
Hybrid: Fixed Maturity Plans - Hybrid | 0.40% | 0.80% | 6.20% | 9.60% |
Hybrid: Conservative Hybrid Fund | -0.10% | 0.10% | -0.30% | 2.30% |
Hybrid: Multi Asset Allocation | -0.70% | 0.40% | -2.50% | 2.80% |
Hybrid: Capital Protection Funds | 0.10% | 0.40% | 1.70% | 2.60% |
Debt: Low Duration Fund | 0.10% | 0.50% | 1.40% | 3.60% |
Debt: Short Duration Fund | 0.10% | 0.60% | 1.20% | 4.20% |
Debt: Ultra Short Duration Fund | 0.10% | 0.50% | 1.50% | 2.90% |
Debt: Money Market Fund | 0.10% | 0.50% | 1.20% | 2.60% |
Debt: Floater Fund | 0.10% | -5.40% | -4.60% | -2.90% |
Debt: Corporate Bond Fund | -0.40% | 0.20% | 0.80% | 2.00% |
Debt: Credit Risk Fund | 0.00% | 0.50% | 2.00% | 3.40% |
Debt: Fixed Maturity Plans - Debt | 0.00% | 0.30% | 0.80% | 1.90% |
Debt: Medium Duration Fund | -0.30% | -2.50% | -2.10% | -0.40% |
Debt: Dynamic Bond Fund | 0.30% | 0.90% | 1.60% | 3.60% |
Debt: Medium to Long Duration Fund | 0.30% | 1.10% | 1.60% | 3.60% |
Debt: Gilt Fund | 0.20% | 1.10% | 1.60% | 3.20% |
Debt: Long Duration Fund | 0.30% | 0.60% | 1.20% | 2.90% |
Category | 1Y | 2Y | 3Y | 5Y |
---|---|---|---|---|
NIFTY 50 | -1.60% | 6.90% | 27.00% | 10.90% |
SENSEX | 0.00% | 7.20% | 26.50% | 11.80% |
NIFTY 500 | -3.20% | 7.10% | 28.20% | 9.80% |
BSE MIDCAP | -1.10% | 7.80% | 31.50% | 8.00% |
NIFTY Smallcap 100 | -14.90% | 3.80% | 35.60% | 2.20% |
NIFTY Midcap 100 | 0.40% | 11.40% | 36.80% | 9.30% |
NIFTY BANK | 10.80% | 8.10% | 28.20% | 10.30% |
NIFTY PHARMA | -12.50% | -1.40% | 19.90% | 7.30% |
NIFTY INFRA | 0.70% | 10.20% | 30.30% | 8.40% |
NIFTY IT | -23.10% | 3.00% | 31.00% | 17.20% |
NIFTY ENERGY | -13.90% | 10.30% | 29.10% | 11.10% |
NIFTY METAL | -18.70% | 16.00% | 52.30% | 8.70% |
Category | 1W | 1M | 3M | 6M | YTD |
---|---|---|---|---|---|
NIFTY 50 | -0.90% | -2.00% | -6.50% | 0.60% | -2.32% |
SENSEX | -0.80% | -2.30% | -5.40% | 1.80% | -1.10% |
NIFTY 500 | -1.40% | -2.10% | -7.90% | -2.80% | -5.23% |
BSE MIDCAP | -2.30% | -2.90% | -7.10% | -4.10% | -6.10% |
NIFTY Smallcap 100 | -4.00% | -5.00% | -9.70% | -5.80% | -22.92% |
NIFTY Midcap 100 | -2.10% | -2.60% | -6.40% | -2.50% | -3.67% |
NIFTY BANK | -0.80% | -1.70% | -7.60% | 4.80% | 11.52% |
NIFTY PHARMA | 2.10% | 1.10% | -5.90% | -6.50% | -16.52% |
NIFTY INFRA | -2.30% | -0.70% | -5.40% | 2.50% | 0.64% |
NIFTY IT | -1.60% | -6.60% | -3.10% | 2.30% | -28.42% |
NIFTY ENERGY | -1.80% | 3.30% | -13.00% | -11.40% | -1.07% |
NIFTY METAL | -3.00% | 1.20% | -19.40% | -5.10% | -3.47% |
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 +
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.
ELSS» ELSS» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y | Action |
---|---|---|---|---|---|---|
SBI Tax Advantage Sr-2 (G) | 34.82 | 13.74% | 37.06% | 27.09% | Invest Now | |
UTI Long Term Advantage S3 (G) | 11.04 | 54.69% | 33.68% | 20.11% | Invest Now | |
UTI Long Term Advantage S3 (G) | 195.61 | 54.46% | 33.46% | 19.62% | Invest Now | |
HDFC Long Term Advant. - Direct (G) | 114.43 | 34.19% | 31.5% | 20.97% | Invest Now | |
HDFC Long Term Advantage (G) | 1211.57 | 33.64% | 30.94% | 20.43% | Invest Now |
Scheme Name » | Category | Type | Open Date | Close Date | Risk |
---|---|---|---|---|---|
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth | Index Funds/ETFs | Open Ended | 16-Mar-2023 | 29-Mar-2023 | Very High |
Nippon India Fixed Horizon Fund - XLV - Series 5 - Direct Plan - IDCW | Fixed Maturity Plans - Debt | Close Ended | 29-Mar-2023 | 29-Mar-2023 | High |
Nippon India Fixed Horizon Fund - XLV - Series 5 - IDCW | Fixed Maturity Plans - Debt | Close Ended | 29-Mar-2023 | 29-Mar-2023 | High |
Scheme Name » | Category | Type | Open Date | Close Date | Risk |
---|---|---|---|---|---|
ICICI Prudential Innovation Fund - Regular Plan - Growth | Sectoral/Thematic | Open Ended | 10-Apr-2023 | 24-Apr-2023 | Very High |
ICICI Prudential Innovation Fund - Direct Plan - IDCW | Sectoral/Thematic | Open Ended | 10-Apr-2023 | 24-Apr-2023 | Very High |
ICICI Prudential Innovation Fund - Regular Plan - IDCW | Sectoral/Thematic | Open Ended | 10-Apr-2023 | 24-Apr-2023 | Very High |
Scheme Name » | Category | Type | Open Date | Close Date | Risk |
---|---|---|---|---|---|
Nippon India Fixed Horizon Fund - XLV - Series 5 - Direct Plan - IDCW | Fixed Maturity Plans - Debt | Close Ended | 29-Mar-2023 | 29-Mar-2023 | High |
Nippon India Fixed Horizon Fund - XLV - Series 5 - IDCW | Fixed Maturity Plans - Debt | Close Ended | 29-Mar-2023 | 29-Mar-2023 | High |
Nippon India Fixed Horizon Fund - XLV - Series 5 - Direct Plan - Growth | Fixed Maturity Plans - Debt | Close Ended | 29-Mar-2023 | 29-Mar-2023 | High |
Scheme Name » | Category | Type | Open Date | Close Date | Risk |
---|---|---|---|---|---|
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | Dynamic Asset Allocation or Balanced Advantage | Open Ended | 23-Mar-2023 | 06-Apr-2023 | Very High |
Quant Dynamic Asset Allocation Fund - Direct Plan - Growth | Dynamic Asset Allocation or Balanced Advantage | Open Ended | 23-Mar-2023 | 06-Apr-2023 | Very High |
Quant Dynamic Asset Allocation Fund - Direct Plan - IDCW | Dynamic Asset Allocation or Balanced Advantage | Open Ended | 23-Mar-2023 | 06-Apr-2023 | Very High |
Scheme Name » | Category | Type | Open Date | Close Date | Risk |
---|---|---|---|---|---|
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth | Index Funds/ETFs | Open Ended | 16-Mar-2023 | 29-Mar-2023 | Very High |
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - IDCW | Index Funds/ETFs | Open Ended | 16-Mar-2023 | 29-Mar-2023 | Very High |
Mirae Asset Nifty 8-13 yr G-Sec ETF | Index Funds/ETFs | Open Ended | 29-Mar-2023 | 29-Mar-2023 | Moderate |
Ajay Jain
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