Sharekhan has analyzed the performance of several top rated mutual funds and identified the best ones out of those. In the large-cap funds category, Birla Sun Life Top 100 Fund is the best with an annual return of 22.6% followed by ICICI Prudential Focused Bluechip Equity Fund with a 22.2% annual return.
In the Mid-cap funds, SBI Emerging Business Fund is the best with a 27.3% annual return followed by IDFC Premier Equity Fund with a 22.2% annual return.
In the Multi-cap funds, Templeton India Growth Fund is the best with a 22.9% annual return followed by UTI Equity Fund with a 22.2% annual return.
|
Scheme name |
|
Annually compounded returns (%) |
|||
|
1 yr |
3 yrs |
5 yrs |
Since inception |
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|
Large-cap funds |
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|
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|
ICICI Prudential Focused Bluechip Equity Fund – Ret |
22.2 |
9.0 |
13.4 |
12.9 |
|
|
UTI Wealth Builder Fund – Series II |
7.8 |
8.7 |
— |
19.1 |
|
|
Birla Sun Life Top 100 Fund |
22.6 |
7.3 |
8.6 |
12.9 |
|
|
Franklin India Bluechip |
19.8 |
6.9 |
10.1 |
24.3 |
|
|
UTI Top 100 Fund |
21.1 |
6.1 |
5.4 |
11.5 |
|
|
Indices |
|
|
|
|
|
|
BSE Sensex |
22.2 |
4.5 |
4.7 |
16.5 |
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Mid-cap funds |
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SBI Emerg Buss Fund |
27.3 |
16.9 |
12.3 |
22.0 |
|
|
IDFC Premier Equity Fund – Reg |
22.2 |
11.3 |
14.0 |
19.3 |
|
|
HDFC Mid-Cap Opportunities Fund |
18.5 |
9.6 |
14.0 |
10.4 |
|
|
UTI Mid Cap Fund |
18.7 |
4.9 |
9.0 |
15.5 |
|
|
Reliance Long Term Equity Fund |
11.7 |
2.0 |
6.1 |
6.9 |
|
|
Indices |
|
|
|
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|
|
BSE MID CAP |
10.4 |
-2.4 |
0.1 |
21.3 |
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Multi-cap funds |
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|
UTI Opportunities Fund |
20.2 |
10.2 |
13.2 |
15.8 |
|
|
UTI Equity Fund |
22.7 |
8.9 |
10.5 |
11.0 |
|
|
Franklin India Prima Plus |
21.8 |
8.1 |
9.3 |
18.7 |
|
|
Canara Robeco Equity Diversified |
18.7 |
6.5 |
12.0 |
20.5 |
|
|
Templeton India Growth Fund |
22.9 |
3.2 |
6.9 |
16.9 |
|
|
Indices |
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|
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|
BSE 500 |
19.7 |
2.6 |
4.0 |
15.0 |
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Tax saving funds |
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|
Axis Long Term Equity Fund |
28.0 |
11.6 |
— |
12.8 |
|
|
Franklin India Taxshield |
20.4 |
8.9 |
10.4 |
25.1 |
|
|
IDFC Tax Advantage (ELSS) Fund – Reg |
24.8 |
6.6 |
— |
19.0 |
|
|
Canara Robeco Equity Taxsaver |
18.3 |
6.3 |
— |
27.7 |
|
|
Birla Sun Life Tax Plan |
23.0 |
5.8 |
5.2 |
6.1 |
|
|
Indices |
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|
|
|
|
|
CNX500 |
20.8 |
3.0 |
4.6 |
8.5 |
|
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Thematic funds |
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Canara Robeco FORCE Fund – Reg |
31.5 |
10.7 |
— |
13.8 |
|
|
Franklin Build India Fund |
19.8 |
6.9 |
10.1 |
24.3 |
|
|
ICICI Prudential Service Industries Fund |
29.1 |
6.8 |
4.3 |
9.4 |
|
|
Sundaram Rural India Fund – Reg |
21.1 |
6.1 |
3.8 |
7.0 |
|
|
Birla Sun Life Special Situations Fund |
18.8 |
0.4 |
2.0 |
-0.9 |
|
|
Indices |
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|
S&P Nifty (CNX Nifty) |
22.1 |
4.8 |
5.2 |
14.2 |
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Balanced funds |
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ICICI Prudential Balanced |
20.3 |
10.7 |
9.2 |
13.5 |
|
|
HDFC Balanced Fund |
12.6 |
8.4 |
12.8 |
15.5 |
|
|
FT India Balanced Fund |
20.7 |
7.6 |
8.5 |
13.6 |
|
|
Birla Sun Life 95 |
20.0 |
7.3 |
11.2 |
21.3 |
|
|
HDFC Prudence Fund |
13.3 |
6.8 |
13.3 |
19.3 |
|
|
Indices |
|
|
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|
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|
Crisil Balanced Fund Index |
19.2 |
6.5 |
7.1 |
13.0 |
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Best Top Rated Mutual Funds By Sharekhan
PARKA KHAMBHE BANDUK NO KUNDHO RAKHI MAT FODO