Contents
- TOP 10 MUTUAL FUND COMPANIES
- HSBC MUTUAL FUNDS
- Top 5 HSBC Mutual Funds
- HDFC MUTUAL FUND
- Top 5 HDFC Mutual Funds
- AXIS MUTUAL FUND
- Top 5 AXIS Mutual Funds
- ICICI PRUDENTIAL MUTUAL FUND
- Top 5 ICICI Prudential Mutual Funds
- LIC MUTUAL FUND
- Top 5 LIC Mutual Funds
- TATA MUTUAL FUND
- Top 5 TATA Mutual Funds
- ADITYA BIRLA SUN LIFE MUTUAL FUND
- Top 5 Aditya Birla Sun Life Mutual Funds
- SBI MUTUAL FUND
- Top 5 SBI Mutual Funds
- RELIANCE MUTUAL FUND
- Top 5 Reliance Mutual Funds
- KOTAK MAHINDRA MF
- Top 5 Kotak Mahindra MF Mutual Funds
- CONCLUSION
A mutual fund provides investors with the opportunity to combine their money with other investors in an investment that’s conducted by professional investment managers. Mutual funds invest in stocks, bonds or other securities according to each fund’s purpose. The present article below will familiarize you with the top 10 Mutual Fund Companies.
TOP 10 MUTUAL FUND COMPANIES
HSBC MUTUAL FUNDS
- HSBC Mutual Fund was set up on 27th May 2002. It was incorporated on 12th December 2001.
- HSBC Mutual Funds are sponsored by HSBC Securities and Capital Markets (India) Private Limited.
- The CEO/MD of the HSBC Mutual Fund is Mr. Ravi Menon, CIO is Mr. Tushar Pradhan and the compliance officer is Mr. Sumesh Kumar.
- It has an Asset Management of Rs. 10621.84 crore (As of June 2018).
- With a global presence in 26 locations, HSBC intends to bring about the best feasible investment service to retail investors.
- HSBC maintains to work in a goal-oriented form to bring about the best possible financial services to its investors.
Top 5 HSBC Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| HSBC Asia Pacific (EJ) DYF-DP (G) | 14.97 | 5.95% | 0.96 |
| HSBC Brazil Fund (G) | 9.36 | -0.71% | 23.77 |
| HSBC Cash Fund (G) | 1894.62 | 7.59% | 1674.17 |
| HSBC DF – DP (G) | 33.14 | 7.66% | 23.79 |
| HSBC Equity Hybrid Fund – Direct (G) | 10.90 | — | 3.73 |
HDFC MUTUAL FUND
- HDFC mutual fund was started on the 10th of December, 1999.
- This Asset Management Company Ltd. is among the most successful fund houses in India.
- The company proposes a wide range of mutual funds and is base to some of the most reliable fund managers who assure that your hard-earned money is invested in the right schemes.
- Whether you inquire growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.
Top 5 HDFC Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| HDFC Arbitrage Fund – Direct (G) | 22.65 | 6.37% | 2.63 |
| HDFC Arbitrage Fund – RP (G) | 21.92 | — | 7.10 |
| HDFC Arbitrage Fund – WP (G) | 22.40 | — | 3,169.07 |
| HDFC Arbitrage Fund – WP – DP (G) | 14.29 | — | 336.99 |
| HDFC Balanced Advantage Fund (G) | 201.63 | 10.13% | 35618.35 |
AXIS MUTUAL FUND
- Axis mutual fund was founded in October 2009 and since then it has made a brand in the mutual fund industry.
- They claim that the reason for it to reach the top of success is because of the three principles they comply strictly, which is, long-term wealth creation, customer’s view, and long-term relationship.
- Axis Mutual Fund houses have more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.
- Their main motto is to take any fund choice following a customer-centric approach in thought. The AMC commits to keep investors at the core of every decision.
- They also believe in leveraging the equity of the brand ‘Axis’ and aim at building a relationship with stakeholders.
- Axis wants its investors to think long-term when it comes to mutual fund investing, they want their investors to optimize their money through mutual funds.
Top 5 AXIS Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| Axis Arbitrage Fund – DP (G) | 14.19 | — | 1,079.98 |
| Axis Arbitrage Fund – RP (G) | 13.64 | — | 1,157.79 |
| Axis Banking & PSU Debt Fund (G) | 1796.29 | — | 1,037.26 |
| Axis Banking & PSU Debt Fund – Direct (G) | 1820.26 | — | 2,053.98 |
| Axis Bluechip Fund (G) | 29.33 | 10.97% | 3,458.21 |
ICICI PRUDENTIAL MUTUAL FUND
- ICICI Prudential is one of the most widespread mutual fund investment companies in India.
- It is the largest asset management company (AMC) in the country as per average assets management as on 31 March 2018 of Rs. 305,739 Crores.
- ICICI Prudential forms to link the gap between savings & investments to help build long term wealth & value for investors by innovation, sustained risk-adjusted-performance, and consistency.
Top 5 ICICI Prudential Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | 5 Y AUM |
|---|---|---|---|
| ICICI Manufacturer in India Fund – DP (G) | 10.37 | — | 24.91 |
| ICICI Manufacturer in India Fund – RP (G) | 10.24 | — | 1,123.41 |
| ICICI PH&D (P.H.D) Fund – DP (G) | 9.91 | — | 99.66 |
| ICICI PH&D (P.H.D) Fund – RP (G) | 9.75 | — | 1279.85 |
| ICICI Pru All Seasons Bond (G) | 24.08 | 9.83% | 1017.26 |
LIC MUTUAL FUND
- LIC Mutual Fund was founded on 20th April 1989. It is an associate company of one of India’s most reputed brands LIC.
- LIC Mutual funds aim to create financial discipline and corporate governance and are chosen by many investors, due to its being a pioneering brand.
- The motto of LIC is to create value for its investors by adopting an investing strategy that is innovative, yet stable for a dynamic environment.
- It targets to provide to all segments of society and creating an exceptional investment experience.
- It offers a large variety of funds, starting from equity, debt, hybrid, solution-oriented and index funds.
- Investors of different risk appetites and investment duration can build a strong portfolio through LIC mutual funds.
Top 5 LIC Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| LIC Bond Fund (G) | 51.41 | 7.71% | 204.03 |
| LIC Bond Fund – Direct (G) | 53.22 | — | 77.37 |
| LIC Children’s Fund | 17.21 | 5.59% | 13.07 |
| LIC Children’s Fund – Direct | 18.31 | — | 0.72 |
| LIC G-Sec LTE Fund – RP (G) | 19.79 | — | 74.47 |
TATA MUTUAL FUND
- It is one of the most trusted brands in India and has been successful in every field it has ventured to.
- Tata Mutual fund is recognized for its world-class service across the country and it has made a mark in the minds of investors.
- It contributes funds over various categories like equity, debt, hybrid and sectoral.
- The motto of this AMC is to launch investing among the retail investors irrespective of their risk desire, ideal investment duration, profession, salary or gender.
- They believe in following a value-based investment methodology that enables them to attain consistent results over the years.
- They also believe in flexibility, by proposing a large diversity of funds across different market capitalization.
- Stability and integrity are the main pillars of business for Tata Mutual Fund and they believe in holding an investor’s money in the best possible hands.
Top 5 TATA Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| TATA Bkg & Fin Service Fund – Direct (G) | 20.80 | — | 43.27 |
| TATA Bkg & Fin Service Fund – Regular (G) | 19.60 | — | 216.89 |
| TATA Corporate Bond – Regular Plan (G) | 1,371.07 | -4.58% | 205.96 |
| TATA Corporate Bond – Direct (G) | 1,430.11 | — | 36.78 |
| TATA Digital India Fund – Direct (G) | 16.03 | — | 173.15 |
ADITYA BIRLA SUN LIFE MUTUAL FUND
- Aditya Birla Sun Life Mutual Funds is one of the most reliable and most significant asset management companies in India.
- It has a powerful presence across the financial industry and has more than 16,000 employees working under it.
- They have four chief visions that they aim to accomplish. The first being a guide in the mutual fund industry, rather than just being another competitor. The second is to be an example by being the best in whatever they do. The third is to be a broad-based player to satisfy all the needs of their customers and the last is to become an integrated player to earn a competitive edge in the business.
- Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and subcategories. An investor can take the appropriate fund he/she wants to invest in as per their financial goals.
Top 5 Aditya Birla Sun Life Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| ABSL AA Multi-Mgr FoF (G) | 28.75 | 9.64% | 6.58 |
| ABSL AA Multi-Mgr FoF – Dir (G) | 14.44 | — | 0.61 |
| ABSL Active Debt MM (G) | 25.58 | 8.09% | 8.83 |
| ABSL Active Debt MM – Direct (G) | 26.36 | — | 3.20 |
| ABSL Arbitrage Fund (G) | 19.33 | 6.51% | 1,048.76 |
SBI MUTUAL FUND
- With a strong and wealthy history of the State Bank of India group, SBI Funds Management Pvt. Ltd. has been helping millions of investors through their years of experience.
- With a universal network of over 222 service points across India, SBI has been giving to value and generate trust amongst investors.
- They have orderly given the maximum worth to its investors over the years.
- SBI Funds Management company has secured the key performers within the Indian investment trust business with an arrangement of funds in various sectors like money establishments, domestic and international quality management corporations, pension funds, etc.
- It has conjointly unified end-to-end made-to-order quality management products for establishments, discretionary and non-discretionary portfolio management services.
- SBI Funds Management has been efficiently handling and managing India’s dedicated foreign funds since 1988.
- SBI Funds Management is famed because it was the 1st bank to come up with the ‘SBI Resurgent Asian nation Opportunities Fund’. These funds aimed to satisfy investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.
Top 5 SBI Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| SBI – ETF BSE 100 | 120.28 | — | 1.55 |
| SBI – ETF Gold | 3,186.47 | 3.92% | 636.91 |
| SBI – ETF Nifty 50 | 118.61 | — | 46,140.53 |
| SBI – ETF Nifty Bank | 307.55 | — | 1,254.40 |
| SBI – ETF Nifty Next 50 | 276.61 | — | 28.68 |
RELIANCE MUTUAL FUND
- Reliance Mutual Fund is a member of Reliance Anil Dhirubhai Ambani (ADA) Group and it is one of the greatest developing asset management companies in India.
- It has an asset under management of Rs 2,40,445.37 and 83.99 lakhs folios.
- Reliance Mutual Fund is now across 160 cities across the country.
- The main motto of the asset management company is to launch products that are not only innovative but also conducive for investors.
- RMF provides a host of mutual funds across various categories, be it equity mutual funds, debt mutual funds, and hybrid mutual funds.
- The schemes have a well-managed mutual fund portfolio and it has pioneered to become one of the most trusted asset management companies in India.
- Reliance Mutual Fund has been sponsored by Reliance Capital Limited and Nippon Life Insurance Company.
Top 5 Reliance Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| Reliance Arbitrage Fund (G) | 19.35 | 6.77% | 5,487.01 |
| Reliance Arbitrage Fund – Direct (G) | 20,04 | — | 3,693.21 |
| Reliance Balanced Advantage – Direct (G) | 96.07 | — | 55.19 |
| Reliance Balanced Advantage – Fund (G) | 91.72 | 9.16%% | 1,448.88 |
| Reliance Banking & PSU Debt Fund (G) | 13.94 | — | 804.24 |
KOTAK MAHINDRA MF
- Kotak Mahindra Group is India’s leading financial services providers.
- In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, obtained a banking license from the Reserve Bank of India (RBI). Hence, becoming the first nonbanking finance company in India to convert into a bank – Kotak Mahindra Bank Ltd.
- It has about 80 branches that propose mutual fund services. It also has overseas branches in London, New York, Abu Dhabi, Dubai, Texas, California, and Singapore.
- Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees serving under it.
- The asset management company gives different funds across various market capitalization for investors with diverse risk taste and ideal investment duration.
- The vision of Kotak mutual funds is to be a decent market player in the Indian mutual fund industry and it attempts to give the best products to its investors.
- Kotak has a legacy of many years and therefore, it’s brand value serves its products to stand-out in the market.
- The AMC has earned over 10 lakh customers, within 12 years.
Top 5 Kotak Mahindra MF Mutual Funds
| FUND NAME | NAV | 5 Y RETURN (%) | AUM |
|---|---|---|---|
| Kotak Asset Allocator Fund (G) | 82.47 | 9.72% | 33.56 |
| Kotak Asset Allocator Fund – D (G) | 85.20 | 8.4% | 4.13 |
| Kotak Balanced Advantage – Dir. (G) | 10.71 | — | 54.75 |
| Kotak Balanced Advantage – Reg. (G) | 10.60 | — | 2,362.15 |
| Kotak Banking & PSU Debt (G) | 43.97 | — | 268.41 |
CONCLUSION
It has been observed that people now are getting comfortable with mutual funds and understand their scope. The top mutual fund companies provide mutual funds as per the goals and objectives of the investors.
For a closer understanding of mutual funds, we are always there for you to assist. We, at WealthBucket, the online mutual fund investment portal, are always present to give you the best advice and services related to investments. Our services include short term mutual funds, Liquid funds, Debt mutual fund or Large Cap mutual fund. Open your mutual fund account with us & get diversification in your investments.
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