Contents
- Overview to Mutual Funds
- Best Performing Mutual Funds India
- 1.Sundaram Banking and PSU Debt Fund (Best Performing Mutual Funds India)
- 2) SBI Small and Mid-cap fund (Best Performing Mutual Funds India)
- 3) HDFC Small Cap Fund (Best Performing Mutual Funds India)
- 4) Reliance Small Cap Fund (Best Performing Mutual Funds India)
- 5) BOI AXA Manufacturing & Infrastructure Fund (Best Performing Mutual Funds India)
- 6) Tata Consumer Fund (Best Performing Mutual Funds India)
- 7) L&T Emerging Businesses Fund
- 8) Edelweiss Greater China Equity Offshore Fund
- 9) ICICI Prudential NV20 iWIN ETF
- 10) SBI FMCG Fund
- 11) IDFC Sterling Equity Fund
- 12) BOI AXA Tax Advantage Fund
- 13) IDFC Imperial Equity Fund
- 14) Edelweiss Emerging Market Opportunities Fund
- 15) Reliance Diversified Power Sector
- Conclusions to Best Performing Mutual Funds India
Overview to Mutual Funds
Before knowing about the Best Performing Mutual Funds India. You should know What is a Mutual Fund? A mutual fund is designed when the collection of capital from different investors is invested in
- company shares,
- stocks
- or bonds.
Shared by lakhs of investors (including you), the management of the mutual fund is collective to earn the highest possible returns. Every mutual fund registers with SEBI (Securities Exchange Board of India) and therefore, very safe. To have an overview Choosing Best Performing Mutual Funds in India is difficult, which is made easy and simple by Wealthbucket services.
Must check: Tax Saving Mutual Funds
Best Performing Mutual Funds India
1.Sundaram Banking and PSU Debt Fund (Best Performing Mutual Funds India)
This is a short-term debt fund. Moreover, its launch date is 15-March 2015. The returns of this fund are as follows:-
| Duration | Returns |
|---|---|
| 1 year | 137.55% |
| 3 year | NA |
| 5 year | NA |
As it is a newly launched fund, its performance is not so good. But for now, considering its highest returns in just 1 year, it is highest in the category.
Fund Size: ₹19 Crore.
Risk: It is Too High
Its main holdings are as below. And it invests entirely in the debt sector with the breakup as follows:
| Sector | Percentage |
|---|---|
| Final Services | 60.9% |
| Energy | 5.3% |
| Current Assets | 33.9% |
As it’s a recently launched fund. And it invests in the debt sector, it can be helpful for newcomers, but again the risk appetite is too high which can be a problem of risk. Invest in best Debt Mutual Funds through our services.
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2) SBI Small and Mid-cap fund (Best Performing Mutual Funds India)
It is an equity fund that invests basically in small-cap companies. The returns of it are as follow:
| Duration | Returns |
|---|---|
| 1 year | 49.36% |
| 3year | 25.37% |
Fund Size: ₹943 Crore.
Risk: It is High.
Its basic holdings are as follows:
| Sector | Percentage |
|---|---|
| Consumer Goods | 23.7% |
| Industrial Manufacturing | 17.8% |
| Services | 14% |
Also has consistently performed well in the past few years, it has a great potential for better returns when compare it with the benchmark set by the market.
Must read: Mutual Funds Benefits
3) HDFC Small Cap Fund (Best Performing Mutual Funds India)
It is an equity fund that invests basically in small-cap companies. The returns of it are as follows:
| Duration | Returns |
|---|---|
| 1 year | 43.16 % |
| 3 years | 20.96% |
Minimum SIP Amount: ₹500/-
Fund Size: ₹2152 Crore.
Risk: It is High
Its main holdings are as follows. And It invests entirely in the debt sector with the breakup as follows:
| Sector | Percentage |
|---|---|
| Industrial Manufacturing | 17.0% |
| Automobile | 14.7% |
| Construction | 11.1% |
Also, it has a high potential for better returns when compared to the benchmark set by Grow. And it is a consistent performer since the past years. Its top holdings mainly include
- Sonata Software Ltd.,
- Redington India Ltd.,
- Aarti Industries Ltd.,
KEC International Ltd.
4) Reliance Small Cap Fund (Best Performing Mutual Funds India)
It is an equity fund that invests basically in small-cap companies. The returns of it are as given below:
| Duration | Returns |
|---|---|
| 1 year | 40.95% |
| 3 year | 22.87% |
| 5 Years | 36.72% |
Minimum SIP Amount: ₹100/-
Fund Size: ₹2152 Crore.
Risk: It is High
Its basic holdings are as follows:
| Sector | Percentage |
|---|---|
| Consumer Goods | 21.7% |
| Industrial Manufacturing | 15.1% |
| Chemicals | 11.8% |
Also, it has great potential for a better return. And it is a consistent performer since past years, with some of its top holdings which include
- Navin Fluorine International Ltd.,
- Deepak Nitrite Ltd.,
- Aditya Birla Finance Ltd. (91D),
- V I P Industries Ltd.
Learn About : Best investment plans
5) BOI AXA Manufacturing & Infrastructure Fund (Best Performing Mutual Funds India)
It is an equity-sector fund that invests basically in sectors of industrial manufacturing and construction. The returns of it are as follows:
| Duration | Returns |
|---|---|
| 1 Year | 40.12% |
| 3Years | 14.07% |
| 5 Years | 19.78% |
Minimum SIP Amount: ₹1000/-
Fund Size: ₹19 Crore.
Risk: It is high
Its basic holdings are as shown below:
| Sector | Percentage |
|---|---|
| Industrial Manufacturing | 29.5% |
| Construction | 24.2% |
| Metals | 15.3% |
Also, the risk is great here since it invests in particular sectors and a fraction of the amount in another sector. Its topmost holding companies are
- Larsen & Toubro Ltd.,
- Graphite India Ltd.,
- Power Grid Corporation of India Ltd., etc.
6) Tata Consumer Fund (Best Performing Mutual Funds India)
It is an equity mutual fund that invests in sectors of consumer goods and automobiles. The returns of it are as follows:
| Duration | Returns |
|---|---|
| 1 Year | 36.14% |
Minimum SIP Amount: ₹500/-
Fund Size: ₹704 Crore.
Risk: It is High
Its main holdings are as follows:
| SectorPercentage | Percentage |
|---|---|
| Consumer Goods | 61.2% |
| Automobile | 25.8% |
| Media & Entertainment | 9% |
Also, its launch date is 28-Dec-2015, its 3 years and 5-year return are not available but it is consistently performing above the benchmark standards and its top holding companies are
- ITC Ltd.,
- Hindustan Unilever Ltd.,
- Maruti Suzuki
so it is expected that it has good potential to get great returns.
7) L&T Emerging Businesses Fund
It is an equity fund that invests in small-cap companies. The returns of it are as follows:
| Duration | Returns |
|---|---|
| 1 Year | 39.09% |
| 3 Years | 24.0% |
Minimum SIP Amount: ₹500/-
Fund Size: ₹3587 Crore.
Risk: It is High
Its main holdings are as follows:
| Sector | Percentage |
|---|---|
| Industrial Manufacturing | 20.1% |
| Financial Services | 16.0% |
Also, it has great potential for better returns when compared to the benchmark set by the S&P BSE Small-Cap. And it is a consistent performer since past years, with some of its great holdings including
- Sobha Ltd.,
- Rane Holdings Ltd.,
- Carborundum Universal Ltd.
Must Read: UTI Mutual Funds, Best SIP Plans To Invest In 2019.
8) Edelweiss Greater China Equity Offshore Fund
It invests basically in Funds of Funds under the global category. The returns of it are as follows
| Duration | Returns |
|---|---|
| 1 Year | 42.75% |
| 3 Years | 14.48% |
Fund Size: ₹40 Crore.
Risk: It is High
Its basic holdings are as follow:
| Sector | Investment |
|---|---|
| Mutual Funds | ₹39 Crore |
| Debt sector Allocation | ₹1 crore |
It invests in international fund
- JP Morgan,
- JF Greater China Equity.
9) ICICI Prudential NV20 iWIN ETF
It comes under the Equity-ETF category of funds. Equity-ETFs track stock exchange price fluctuations or an index number and hence have varying value throughout the day, unlike mutual funds. The returns of the fund are as follows
| Duration | Returns |
|---|---|
| 1 Year | 38.11% |
Fund Size: ₹7 Crore.
Risk: It is Moderate
Its basic holdings are as follows:
| Sector | Returns |
|---|---|
| IT | 29% |
| Financial Services | 27.6% |
It follows basically equity large cap funds. Its top holding includes
- Reliance Industries,
- Infosys and ICICI Bank.
Which will help it gaining in far better returns in the future?
10) SBI FMCG Fund
It is having equity sector fund. Its launch date is 1st Jan 2013. Its returns are as follows:
| Duration | Returns |
|---|---|
| 1 Year | 34.15% |
| 3 Years | 15.95% |
| 5 Years | 19.44% |
Fund Size: ₹459 Crore.
Risk: Moderately High
It invests basically in consumer goods with its top holdings including
- ITC,
- Colgate Palmolive,
- GlaxoSmithKline Consumer Health Care Ltd.,
- Jubilant FoodWorks Ltd.
which is an advantage for getting better returns in the future.
11) IDFC Sterling Equity Fund
It is a part of equity mid-cap funds, where the money is invested in stocks of companies with medium level market capitalization.
Its returns are as given below:
| Duration | Returns |
|---|---|
| 1 Year | 34.05% |
| 3 Years | 14.31% |
| 5 Years | 22.53% |
Fund Size: ₹2302 Crore.
Min SIP Amount:₹1000/-
Risk: It is High
It invests basically in financial services and automobile, with its top holdings including
- Future Retail,
- Minda Industries,
- Bajaj Finance Ltd.
12) BOI AXA Tax Advantage Fund
It is a type of Equity funds under the category of ELSS(Equity Linked Savings Scheme). The returns of it are as given below
| Duration | Returns |
|---|---|
| 1 Year | 36.17% |
| 2 Years | 26.92% |
| 3 Years | 12.04% |
| 5 Years | 20.42% |
Minimum SIP Amount: ₹500
Fund Size: ₹133 Crore.
Risk: It is Moderately High
Its basic holdings are as follows:
| Sector | Percentage |
|---|---|
| Financial Services | 28.3% |
| Industrial Manufacturing | 20.2% |
| Automobile | 8.9% |
In addition, with its top holdings including
- IndusInd Bank,
- Minda Industries,
- HDFC Bank,
- Reliance industries HDFC bank.
13) IDFC Imperial Equity Fund
It is a part of a fund that invests in stocks of companies with great capitalization. Moreover, the risk factor is moderate to low. Since companies with a huge market cap have goodwill, reputation and are less prone to default.
Its returns are:
| Duration | Returns |
|---|---|
| 1 Year | 36.17% |
| 3 Years | 12.04% |
| 5 Years | 20.42% |
Minimum SIP Amount: ₹1000/-
Fund Size: ₹1144 Crore.
Risk: It is Moderately High
Its basic holdings are as shown below:
| Sector | Percentage |
|---|---|
| Financial Services | 35.4% |
| Industrial Manufacturing | 17.2% |
| Automobile | 11.4% |
In addition, with its top holdings including
- Kotak Mahindra,
- IndusInd Bank,
- Bharat Petroleum.
14) Edelweiss Emerging Market Opportunities Fund
It is part of funds in the global category. Its returns are as follows:
| Duration | Returns |
|---|---|
| 1 Year | 34.38% |
| 3 Years | 9.46% |
Fund Size: ₹5 Crore.
Risk: It is High
Its entire holdings are with the equity sector with holdings as International Fund (JPMorgan Funds – Emerging )
15) Reliance Diversified Power Sector
It is a part of Equity Sector fund and it invests in mid-cap companies of industrial manufacturing, energy Construction, and metals.
Its returns are shown as follow:
| Duration | Returns |
|---|---|
| 1 Year | 32.9% |
| 3 Years | 14.93% |
| 5 Years | 18.33% |
Fund Size: ₹2008 Crore.
Risk: It is High
Its top holdings include
- Larsen & Toubro Ltd.,
- KEC International Ltd.,
- GE Power India Ltd.,
- PTC India Ltd.
Conclusions to Best Performing Mutual Funds India
Here was the some Best Performing Mutual Funds India. We’ve seen the funds returning highest in last year. One thing to be taken care of here is that higher the risk higher the returns. Moreover, to observe here we notice that small and mid-cap funds that involve the highest performing companies with small and medium-capitalization give a higher number of returns.
It involves a kind of good quality research and the risk one is willing to decide which funds to invest in.
Check out our blog Mutual Fund Investment.
In addition, we also see that some of the sector funds and ELSS funds are also in this category. Sectoral funds basically invest in one or two sectors majorly. Also doing research about which sectors are going to perform totally well in the coming years, one can take the merit of investing in these funds.
To make the best profits on your money and want to know the Best Performing Mutual Funds India. Don’t worry! Get in touch with the team of experts at Wealthbucket where our aim is to simplify compliances. Let us guide you to reap the best benefits Debt Mutual fund, Large Cap Mutual fund or Multi-Cap Mutual fund, to achieve your objectives.
For more details regarding the various compliances that your company may need to meet. Also, visit our website Wealthbucket. In addition, to resolve your problem just give a ring at +91 9999379929. or shoot on our email at contact@www.wealthbucket.in.
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