Top Mutual Funds Schemes One Must Have

Picking a best Mutual Fund schemes always a confusing option for Investors as no particular scheme gives consistent top returns year-wise.

Here, I have taken more than 5 years average returns (CAGR), Fund Size (Assets) and Portfolio in consideration choosing Mutual Funds.

Securities and Exchange Board of India under Section 3 of SEBI Act 1992 to protect the interest of Investors in Securities, classified Mutual Funds into 3 Main Categories:

Categories Difference	Risk Type	Min. Invest Duration	CAGR
EQUITY	High	5 to 7 Yrs.	15% - 25%
HYBRID	Moderate	3 to 4 Yrs.	8% - 12%
DEBT	Low	6 M to 1 Yr.	3% - 8%

Are you New to the concept of Mutual Funds?

A) Types of Mutual Funds: https://moneysavingsplans.blogspot.com/2018/10/types-of-mutual-funds-for-investment.html

B) Key Difference in MF Categories: https://moneysavingsplans.blogspot.com/2022/02/equity-vs-hybrid-vs-debt-mutual-funds.html

 You can choose 3 Funds in each Sub-Category or pick 10 MF Schemes based on your Financial Goal.

Mutual Funds	Category	Sub - Category	Inception Date
Nippon India Large Cap Fund	Equity	Large Cap	08-08-2007
Motilal Oswal Midcap Fund	Equity	Mid Cap	24-02-2014
Axis Small Cap Fund	Equity	Small Cap	29-11-2013
Mirae Asset Emerging Bluechip Fund	Equity	Large & Mid Cap	09-07-2010
Edelweiss Recently Listed IPO Fund	Equity	Multi Cap	22-02-2018
Parag Parikh Flexi Cap Fund	Equity	Flexi Cap	24-05-2013
360 ONE (IIFL) Focused Equity Fund	Equity	Focused	24-10-2014
ICICI Prudential Value Discovery Fund	Equity	Value	16-08-2004
Parag Parikh Tax Saver Fund	Equity	ELSS (Tax Benefit)	24-07-2019
HDFC Dividend Yield Fund	Equity	Dividend Yield	14-12-2020
ICICI Prudential Technology Fund	Equity	Sectorial / Thematic	03-03-2000
Bandhan Infrastructure Fund	Equity	Sectorial / Thematic	08-03-2011
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund	Equity	Sectorial / Thematic	13-07-2018
Mirae Asset Great Consumer Fund	Equity	Sectorial / Thematic	31-03-2011
DSP Quant Fund	Equity	Sectorial / Thematic	10-06-2019
Kotak Manufacture In India Fund	Equity	Sectorial / Thematic	22-02-2022
Tata Housing Opportunities Fund	Equity	Sectorial / Thematic	02-09-2022
Quant ESG Equity Fund	Equity	Sectorial / Thematic	05-11-2020
Aditya Birla Sun Life PSU Equity Fund	Equity	Sectorial / Thematic	31-12-2019
ICICI Prudential MNC Fund	Equity	Sectorial / Thematic	17-06-2019
ICICI Prudential Business Cycle Fund	Equity	Sectorial / Thematic	18-01-2021
HDFC Transportation and Logistics Fund	Equity	Sectorial / Thematic	17-08-2023
Kotak Banking & Financial Services Fund	Equity	Sectorial / Thematic	27-02-2023
HDFC Hybrid Equity Fund	Hybrid	Aggressive Hybrid	06-04-2005
Parag Parikh Conservative Hybrid Fund	Hybrid	Conservative Hybrid	26-05-2021
SBI Balanced Advantage Fund	Hybrid	Dynamic Asset Allocation / Balanced Advantage	31-08-2021
Kotak Equity Savings Fund	Hybrid	Equity Savings	13-10-2014
Tata Arbitrage Fund	Hybrid	Arbitrage	18-12-2018
Aditya Birla Sun Life Multi Asset Allocation Fund	Hybrid	Multi Asset Allocation	31-01-2023
Axis Liquid Fund	Debt	Liquid	09-10-2009
Aditya Birla Sun Life Overnight Fund	Debt	Overnight	01-11-2018
HDFC Money Market Fund	Debt	Money Market	19-11-199
Aditya Birla Sun Life Savings Fund	Debt	Ultra Short Duration	17-04-2003
Bandhan Banking & PSU Debt Fund	Debt	Banking & PSU	07-03-2013
SBI Corporate Bond Fund	Debt	Corporate Bond	01-02-2019
HDFC Floating Rate Debt Fund	Debt	Floater	23-10-2007
SBI Magnum Gilt Fund	Debt	Gilt	23-12-2000
HDFC Credit Risk Debt Fund	Debt	Credit Risk	25-03-2014
ICICI Prudential Asset Allocator Fund	Others	Fund of Funds	18-12-2003
Kotak Gold Fund	Others	Fund of Funds	25-03-2011
Axis All Seasons Debt Fund of Funds	Others	Fund of Funds	29-01-2020
DSP Global Innovation Fund of Fund	Others	Fund of Funds	14-02-2022
SBI Magnum Childrens Benefit Fund - Investment Plan	Solution Oriented	Childrens	29-09-2020
HDFC Retirement Savings Fund - Equity Plan	Solution Oriented	Retirement	26-02-2016

Best Website & App to Invest in Mutual Funds:

         Use Partner Code:    Suripeddi Koundinya – 134715 (ARN) while in Registration below:

                    FundzBazar Website:  https://fundzbazar.com/Link/hjhvFBeRzhE

FundzBazar Mobile Application:  https://fundzbazar.com/Link/DNGrW_eSmFE

 If you still have doubt which funds to choose for your both Short-term and Long-term goals, then contact him Certified Financial Planner 7013965360.