A Mutual Fund scheme allows large group of Investors to park their money to reach their financial goal. Each scheme has a different portfolio of stocks and govt. bonds managed by Fund Manager to averse risk and give good returns in time to time.
SEBI classified Mutual funds into 3 main categories:
A) Equity
B) Hybrid
C) Debt
A) Debt MFs: Gilt Funds has shown good growth.
B) Equity MFs: Small Cap Funds, Technology Funds and US Equity Foreign Funds includes FoFs has shown tremendous growth.
C) Hybrid MFs: Aggressive Hybrid Funds leads in this category.
Equity MFs are more risky in short period of time followed by Hybrid Funds and then Debt Funds which are less risk & easy to liquidate.
Last 5 Years Return of Top Selected Mutual Fund
Schemes |
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Rs. 10,000 Invested Amount (2017 to 2022) FEB 14 |
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Nature |
Mutual
Fund Scheme |
Amount
Value (Rs.) |
Absolute
Returns |
Annualized
Returns |
Overnight
Fund |
SBI
Overnight Fund |
12596.8 |
25.97% |
4.72% |
Money
Market Fund |
HDFC
Money Market Fund |
13618.1 |
36.18% |
6.37% |
Liquid
Fund |
ICICI
Prudential Liquid Fund |
13088 |
30.88% |
5.53% |
Ultra
Short Duration Fund |
Aditya
Birla Sun Life Savings Fund |
13861.6 |
38.62% |
6.74% |
Banking
and PSU Fund |
IDFC
Banking & PSU Debt Fund |
14408.8 |
44.09% |
7.57% |
Floater
Fund |
Nippon
India Floating Rate Fund |
14097.3 |
40.97% |
7.11% |
Credit
Risk Fund |
HDFC
Credit Risk Debt Fund |
14400.2 |
44.00% |
7.56% |
Corporate
Bond Fund |
HDFC
Corporate Bond Fund |
14464.7 |
44.65% |
7.66% |
Gilt
Fund |
IDFC
Government Securities Fund |
14747.2 |
47.47% |
8.07% |
Dynamic
Bond Fund |
ICICI
Prudential All Seasons Bond |
14520.4 |
45.20% |
7.74% |
Long
Duration Fund |
ICICI
Prudential Long Term Bond Fund |
14054.5 |
40.54% |
7.04% |
Medium
to Long Duration Fund |
SBI
Magnum Income Fund |
14312.7 |
43.13% |
7.43% |
Medium
Duration Fund |
SBI
Magnum Medium Duration Fund |
14722.7 |
47.23% |
8.04% |
Short
Duration Fund |
HDFC
Short Term Debt Fund |
14345 |
43.45% |
7.48% |
Low
Duration Fund |
Canara
Robeco Savings Fund |
13473.5 |
34.74% |
6.14% |
Aggressive
Hybrid Fund |
BOI AXA
Mid & Small Cap Equity |
20705 |
107.05% |
15.66% |
Conservative
Hybrid Fund |
Kotak Debt
Hybrid |
15556.9 |
55.57% |
9.24% |
Arbitrage
Fund |
Kotak
Equity Arbitrage Fund |
12971.3 |
29.71% |
5.34% |
Equity
Savings |
ICICI
Prudential Equity Savings Fund |
14332.5 |
43.33% |
7.46% |
Dynamic
Asset Allocation |
Edelweiss
Balanced Advantage Fund |
18237.7 |
82.38% |
12.76% |
Multi
Asset Allocation |
ICICI
Prudential Multi-Asset Fund |
19052.3 |
90.52% |
13.75% |
Large
Cap Fund |
Axis
Bluechip Fund |
21963.8 |
119.64% |
17.03% |
Mid Cap
Fund |
PGIM India
Midcap Opportunities Fund |
24371.3 |
143.71% |
19.49% |
Small
Cap Fund |
Axis
Small Cap Fund |
25559.4 |
155.59% |
20.63% |
Large
& Mid Cap Fund |
Mirae
Asset Emerging Bluechip Fund |
23405.5 |
134.05% |
18.53% |
ELSS |
Quant
Tax Plan |
28297.8 |
182.98% |
23.11% |
Dividend
Yield Fund |
UTI
Dividend Yield Fund |
19034.5 |
90.35% |
13.73% |
Flexi
Cap Fund |
Parag
Parikh Flexi Cap Fund |
25354.9 |
153.55% |
20.44% |
Focused
Fund |
IIFL
Focused Equity Fund |
22388 |
123.88% |
17.48% |
Value
Fund |
IDFC
Sterling Value Fund |
21248.1 |
112.48% |
16.26% |
Contra
Fund |
Invesco
India Contra Fund |
20812.2 |
108.12% |
15.78% |
Sectoral/Thematic |
ICICI
Prudential Technology Fund |
38321.6 |
283.22% |
30.81% |
Sectoral/Thematic |
ICICI Prudential
US Bluechip Equity Fund |
21998.1 |
119.98% |
17.06% |
Sectoral/Thematic |
Mirae
Asset Great Consumer Fund |
21469.5 |
114.70% |
16.50% |
Sectoral/Thematic |
Nippon
India Pharma Fund |
21201.5 |
112.02% |
16.21% |
Sectoral/Thematic |
DSP Natural
Resources and New Energy Fund |
18995.2 |
89.95% |
13.68% |
Sectoral/Thematic |
SBI
Magnum Equity ESG Fund |
19511.9 |
95.12% |
14.30% |
Sectoral/Thematic |
ICICI
Prudential Banking and Financial Services Fund |
16832 |
68.32% |
10.97% |
Sectoral/Thematic |
DSP
India T.I.G.E.R. Fund |
17203.2 |
72.03% |
11.45% |
Sectoral/Thematic |
Sundaram
Rural and Consumption Fund |
15466.5 |
54.66% |
9.11% |
Sectoral/Thematic |
Invesco
India PSU Equity Fund |
14675.4 |
46.75% |
7.97% |
Retirement
Fund |
HDFC
Retirement Savings Fund - Equity Plan |
20242.6 |
102.43% |
15.14% |
Childrens
Fund |
UTI CCF-
Investment Plan |
19555.6 |
95.56% |
14.35% |
Fund of
Funds |
Franklin
India Feeder - Franklin U.S. Opportunities Fund |
23632.1 |
136.32% |
18.75% |
Fund of
Funds |
ICICI
Prudential Asset Allocator Fund (FOF) |
17609.3 |
76.09% |
11.98% |
Fund of
Funds |
Kotak
Gold Fund |
16376.3 |
63.76% |
10.36% |
Fund of
Funds |
Edelweiss
Greater China Equity Off-shore Fund |
22966 |
129.66% |
18.07% |
Fund of
Funds |
PGIM
India Global Equity Opportunities Fund |
22328.4 |
123.28% |
17.41% |
Exchange
Traded Funds (ETFs) |
Motilal
Oswal Nasdaq 100 ETF |
31189.7 |
211.90% |
25.51% |
Exchange
Traded Funds (ETFs) |
UTI
SENSEX Exchange Traded Fund |
21057.9 |
110.58% |
16.05% |
Exchange
Traded Funds (ETFs) |
Nippon
India ETF Nifty BeES |
20297.9 |
102.98% |
15.20% |
Exchange
Traded Funds (ETFs) |
ICICI
Prudential Gold ETF |
15947.9 |
59.48% |
9.78% |
Index
Funds |
HDFC
Index Fund - Nifty 50 Plan |
19863.8 |
98.64% |
14.70% |
Index
Funds |
ICICI
Prudential Nifty Next 50 Index Fund |
16758 |
67.58% |
10.87% |
Note: Past performance are not guarantee of future growth. Markets are fluctuate. Please contact your Financial advisor before taking any decision.
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