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Mutual Funds

BEST MUTUAL FUNDS

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Find the best performing mutual funds across different time duration
Filter
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Equity Funds
Flexi Cap
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Fund Name Category Rank Morningstar Rating NAV Fund Return Risk Fund Size (Cr)
1Out of 31
₹73.52
26.09%
Very High Risk
₹397.41 Cr
2Out of 31
₹1,411.66
21.15%
Very High Risk
₹38,266.03 Cr
3Out of 31
--
₹12.23
19.91%
Very High Risk
₹1,463.19 Cr
4Out of 31
--
₹12.61
19.68%
Very High Risk
₹995.18 Cr
5Out of 31
₹75.38
18.92%
Very High Risk
₹1,782.48 Cr
6Out of 31
--
₹12.33
18.79%
Very High Risk
₹1,029.69 Cr
JM Flexicap Fund (Direct) Growth Option JM Flexicap Fund (Direct) Growth Option
Very High Risk
  • Category Rank
    1Out of 31
  • NAV ₹73.52
  • Fund Size ₹397.41 Cr
Fund Return 26.09%
HDFC Flexi Cap Fund -Direct Plan - Growth Option HDFC Flexi Cap Fund -Direct Plan - Growth Option
Very High Risk
  • Category Rank
    2Out of 31
  • NAV ₹1,411.66
  • Fund Size ₹38,266.03 Cr
Fund Return 21.15%
WhiteOak Capital Flexi Cap Fund Direct Growth WhiteOak Capital Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    3Out of 31
  • NAV ₹12.23
  • Fund Size ₹1,463.19 Cr
Fund Return 19.91%
Mahindra Manulife Flexi Cap Fund Direct Growth Mahindra Manulife Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    4Out of 31
  • NAV ₹12.61
  • Fund Size ₹995.18 Cr
Fund Return 19.68%
Quant Flexi Cap Fund Growth Option Direct Plan Quant Flexi Cap Fund Growth Option Direct Plan
Very High Risk
  • Category Rank
    5Out of 31
  • NAV ₹75.38
  • Fund Size ₹1,782.48 Cr
Fund Return 18.92%
Invesco India Flexi Cap Fund Direct Growth Invesco India Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    6Out of 31
  • NAV ₹12.33
  • Fund Size ₹1,029.69 Cr
Fund Return 18.79%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
*Only Growth, Direct and Non-ETF schemes are considered
BT MUTUAL FUND MANAGER RANKING
Ranking In :
Ihab Dalwai
Ihab Dalwai
3Y Performance
28.10%
Scheme Name
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
AMC
ICICI Prudential Asset Management Company Limited
Gopal Agrawal
Gopal Agrawal
3Y Performance
28.91%
Scheme Name
HDFC Large and Mid Cap Fund Direct Growth
AMC
HDFC Asset Management Co Ltd
Manish Lodha
Manish Lodha
3Y Performance
27.65%
Scheme Name
Mahindra Manulife Large & Mid Cap Fund Direct Growth
AMC
Mahindra Manulife Investment Management Pvt. Ltd.
*Portfolio manager ranking is based on 3 Year Information Ratio
*Category benchmark is used in calculating Information Ratio
i

Information Ratio (a.k.a Appraisal Ratio) shows the consistency of a fund manager in generating excess returns over the benchmark. It is measured by dividing the Mean Active return (Fund Return – Benchmark Return) by the volatility of Active return. The volatility (or Standard Deviation) of Active return is called Tracking Error.

Information Ratio = Mean of (Portfolio Return – Benchmark Return) / Tracking Error

The higher the Information Ratio, the more consistent the fund manager is in generating excess returns.

FUND MANAGER INTERVIEWS

"Exclusive Conversation With Piper Serica's Founder Abhay Agarwal
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CATEGORY AVERAGE RETURNS (in %)

All Categories
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Equity: Large-Cap
0.08
-1.25
5.80
10.39
18.96
10.88
15.07
Equity: Mid-Cap
1.20
2.82
13.90
19.51
27.46
15.13
21.67
Equity: Sector - Healthcare
0.70
0.78
18.66
22.53
14.72
17.41
16.45
Equity: Sector - Technology
0.35
4.15
6.35
9.35
21.23
--
--
Debt: Short Duration
0.18
0.43
1.16
6.03
5.06
5.58
6.39
Debt: Ultra Short Duration
0.11
0.44
1.44
6.02
4.52
4.76
5.93
Debt: 10 yr Government Bond
0.42
0.48
0.11
5.99
3.70
6.71
7.04
Debt: Government Bond
0.29
0.47
0.83
6.23
4.56
6.80
7.33
Equity: Short-Term Government Bond
0.23
0.85
1.34
1.54
5.23
5.95
6.50
Liquid: Liquid
0.09
0.43
1.41
5.92
4.08
4.12
5.23
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Large-Cap
0.08
-1.25
5.80
10.39
18.96
10.88
15.07
Mid-Cap
1.20
2.82
13.90
19.51
27.46
15.13
21.67
Sector - Healthcare
0.70
0.78
18.66
22.53
14.72
17.41
16.45
Sector - Technology
0.35
4.15
6.35
9.35
21.23
--
--
Sector - FMCG
2.33
3.83
13.86
27.32
23.05
14.78
14.57
Sector - Financial Services
1.01
-1.19
5.69
18.47
23.68
9.30
15.90
ELSS (Tax Savings)
0.47
0.20
8.46
14.54
21.37
12.07
17.34
Multi-Cap
0.93
1.73
11.78
18.45
25.64
14.95
19.62
Equity - Infrastructure
0.82
1.50
14.13
23.74
32.05
15.65
19.15
Small-Cap
1.46
3.20
15.18
24.17
34.54
18.97
23.70
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Balanced Allocation
0.67
0.83
4.29
6.88
13.83
7.77
11.06
Conservative Allocation
0.18
0.18
2.39
7.18
9.13
6.57
8.03
Aggressive Allocation
0.35
0.25
6.89
12.19
17.89
10.98
15.16
Dynamic Asset Allocation
0.17
0.20
5.67
10.53
12.35
8.95
12.85
Equity Savings
0.29
0.37
4.09
8.83
10.35
7.28
8.25
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Short Duration
0.18
0.43
1.16
6.03
5.06
5.58
6.39
Ultra Short Duration
0.11
0.44
1.44
6.02
4.52
4.76
5.93
10 yr Government Bond
0.42
0.48
0.11
5.99
3.70
6.71
7.04
Government Bond
0.29
0.47
0.83
6.23
4.56
6.80
7.33
Medium to Long Duration
0.30
0.39
0.65
6.22
4.90
5.82
6.47
Long Duration
0.50
0.52
0.38
6.51
3.39
6.86
6.78
Credit Risk
0.18
0.53
1.47
6.41
9.55
4.29
6.10
Dynamic Bond
0.25
0.42
0.85
6.06
4.97
6.11
6.82
Low Duration
0.12
0.46
1.51
6.18
4.72
4.81
5.68
Money Market
0.09
0.43
1.46
6.04
4.59
5.27
5.83
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Liquid
0.09
0.43
1.41
5.92
4.08
4.12
5.23
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Sector - Precious Metals
1.91
0.76
0.14
16.53
3.31
13.14
4.65
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Arbitrage Fund
0.18
0.69
1.76
6.53
4.53
4.65
5.94

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP EXCHANGE TRADED FUND

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Find the Top performing ETFs across different time periods
Fund Name EOD Price Volume Fund Return Category Return
₹31.32
32,391
4.34%
4.15%
₹31.58
--
4.33%
4.15%
₹31.24
91,111
4.33%
4.15%
₹313.79
10,917
4.33%
4.15%
₹30.67
1,981
4.33%
4.15%
₹311.28
4,199
4.32%
4.15%
ICICI Prudential Nifty IT ETF ICICI Prudential Nifty IT ETF
Very High Risk
  • EOD Price ₹31.32
  • Fund Size ₹442.37 Cr
  • Volume 32,391
1 Month Return 4.34%
Category Return 4.15%
Nippon India ETF Nifty IT Nippon India ETF Nifty IT
Very High Risk
  • EOD Price ₹31.58
  • Fund Size ₹1,436.71 Cr
  • Volume --
1 Month Return 4.33%
Category Return 4.15%
Kotak Nifty IT ETF Kotak Nifty IT ETF
Very High Risk
  • EOD Price ₹31.24
  • Fund Size ₹90.42 Cr
  • Volume 91,111
1 Month Return 4.33%
Category Return 4.15%
SBI Nifty IT ETF SBI Nifty IT ETF
Very High Risk
  • EOD Price ₹313.79
  • Fund Size ₹66.59 Cr
  • Volume 10,917
1 Month Return 4.33%
Category Return 4.15%
Aditya Birla Sun Life Nifty IT ETF Aditya Birla Sun Life Nifty IT ETF
Very High Risk
  • EOD Price ₹30.67
  • Fund Size ₹131.86 Cr
  • Volume 1,981
1 Month Return 4.33%
Category Return 4.15%
Axis NIFTY IT ETF Axis NIFTY IT ETF
Very High Risk
  • EOD Price ₹311.28
  • Fund Size ₹174.90 Cr
  • Volume 4,199
1 Month Return 4.32%
Category Return 4.15%
*EOD: End of Day
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

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COMPARISON

Equity Linked Saving Schemes (ELSS) vs other investments under Section 80C
Investment Type
ELSS (Tax Savings)
3 Year Return
21.37%
Lock-In- period
3 YEARS
Type of return
Market Linked
Investment Type
Fixed Deposit
Returns
6.5%
Lock-In- period 5 YEARS
Type of Return Fixed
Investment Type
PPF
Returns
7.1%
Lock-In- period 15 YEARS
Type of Return Fixed
Investment Type
NSC
Returns
7.7%
Lock-In- period 5 YEARS
Type of Return Fixed

TOP ELSS FUND

Quant Tax Plan Growth Option Direct Plan Quant Tax Plan Growth Option Direct Plan
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 289.94
  • Fund Size ₹ 4,049.39 Cr
  • Rating
3 Year Return 34.53%
Category Return 21.37%
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth Bandhan Tax Advantage (ELSS) Fund - Direct Plan...
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 131.85
  • Fund Size ₹ 4,776.49 Cr
  • Rating
3 Year Return 30.00%
Category Return 21.37%
Kotak Tax Saver-Scheme-Growth - Direct Kotak Tax Saver-Scheme-Growth - Direct
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 97.81
  • Fund Size ₹ 3,855.26 Cr
  • Rating
3 Year Return 25.14%
Category Return 21.37%
Bank of India Tax Advantage Fund Direct Plan Growth Bank of India Tax Advantage Fund Direct Plan Gr...
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 130.39
  • Fund Size ₹ 791.83 Cr
  • Rating
3 Year Return 24.78%
Category Return 21.37%
DSP Tax Saver Fund Direct Plan Growth DSP Tax Saver Fund Direct Plan Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 103.11
  • Fund Size ₹ 11,302.96 Cr
  • Rating
3 Year Return 24.57%
Category Return 21.37%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 30.13
  • Fund Size ₹ 540.34 Cr
  • Rating
3 Year Return 24.38%
Category Return 21.37%
Return in annualised terms (CAGR)
*Only Growth and Direct schemes are considered
*Only 5 star rated schemes are taken into account

POPULAR STOCKS

Most popular stocks in the mutual fund space
Stock
No. of shares held in Jul 2023
Change in number of shares on a MOM basis
74,26,36,672.00
34,79,351.00
49,52,55,387.00
15,27,90,906.00
41,20,51,297.00
-70,18,014.00
29,45,76,470.00
22,36,168.00
10,88,53,379.00
-7,24,478.00
3,41,89,220.00
20,24,381.00

POPULAR INDUSTRIES

Most popular industries in the mutual fund space
B Banks Regional
  • ₹ 1,36,604.36 Cr Investment in Jul 2023
  • 21.07% Monthly change
I Information Technology Services
  • ₹ 54,441.86 Cr Investment in Jul 2023
  • 8.84% Monthly change
A Auto Manufacturers
  • ₹ 29,186.71 Cr Investment in Jul 2023
  • 5.36% Monthly change
O Oil Gas Refining Marketing
  • ₹ 27,946.36 Cr Investment in Jul 2023
  • 5.03% Monthly change
D Drug Manufacturers Specialty Generic
  • ₹ 27,916.33 Cr Investment in Jul 2023
  • 4.51% Monthly change
E Engineering Construction
  • ₹ 26,379.35 Cr Investment in Jul 2023
  • 4.40% Monthly change