Wednesday, February 16, 2022

2017 to 2021 - Top Mutual Fund Schemes Returns Category wise

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


See below are last 5 years performance of top selected Mutual Funds Schemes in each category:

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

Rs. 10,000 Invested Amount (2017 to 2022) FEB 14

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%


Finally, Always diversify your portfolio to avoid short term risks and if you want to liquify the cash from time to time.

Note: Past performance are not guarantee of future growth. Markets are fluctuate. Please contact your Financial advisor before taking any decision.

Comment below which type of mutual fund schemes you hold and for how long?

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