- Mutual Fund Annual Returns
- Trailing Return with Market Cap breakup
- Best Performing Mutual Funds - AMC Wise
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- Debt Funds vs Fixed Deposit
- MF Comparison with Asset Classes
Best Performing Mutual Funds (Trailing returns) - AMC Wise
| Category Name |
1-Week Ret (%) | 1-Month Ret (%) | 3-Months Ret (%) | 6-Months Ret (%) | YTD Ret (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of Funds-Domestic-Silver | 1.54 | 34.05 | 57.68 | 113.44 | 2.81 | 158.28 | 47.39 | - | - | 62.13 |
| Fund of Funds-Domestic-Gold and Silver | -0.14 | 18.34 | 32.04 | 65.8 | 1.82 | 104.93 | 38.76 | - | - | 35.08 |
| Fund of Funds-Domestic-Gold | -2.14 | 5.76 | 13.94 | 37.2 | 0.94 | 72.01 | 32.85 | 20.23 | 16.68 | 25.26 |
| Fund of Funds-Overseas | 0.43 | 1.54 | 4.32 | 17.98 | 3.5 | 30.32 | 23.77 | 11.05 | 11.47 | 12.3 |
| Equity: Thematic-International | 0.27 | 2.14 | 4.29 | 12.49 | 4.7 | 22.21 | 17.24 | 9.58 | 11.48 | 10.7 |
| ETFs | 1.0 | 3.11 | 9.37 | 13.47 | 1.0 | 21.72 | 19.86 | 16.24 | 14.7 | 16.11 |
| Equity: Thematic-Transportation | 2.94 | 1.58 | 4.46 | 14.89 | 2.1 | 16.89 | 27.43 | 23.3 | 13.02 | 20.79 |
| Hybrid: Multi Asset Allocation | 0.42 | 2.37 | 6.48 | 9.44 | 0.73 | 15.94 | 18.11 | 16.85 | 13.44 | 14.39 |
| Equity: Sectoral-Banking and Financial Services | 1.62 | 1.48 | 7.21 | 5.03 | 1.05 | 15.23 | 16.17 | 15.94 | 14.41 | 15.01 |
| Equity: Thematic-Energy | 3.5 | 3.7 | 4.84 | 3.93 | 1.84 | 11.2 | 18.79 | 20.95 | 17.77 | 10.13 |
| Fund of Funds-Domestic-Hybrid | 0.66 | 1.45 | 4.72 | 5.66 | 0.69 | 11.05 | 15.54 | 13.52 | 11.58 | 11.29 |
| Debt: Credit Risk | 0.13 | 0.3 | 1.5 | 3.07 | 0.04 | 10.3 | 8.67 | 9.04 | 6.41 | 6.77 |
| Equity: Thematic-PSU | 3.52 | 2.94 | 5.63 | 4.3 | 2.04 | 8.64 | 27.98 | 28.81 | 15.61 | 14.69 |
| Fund of Funds-Domestic-Debt | 0.28 | 0.12 | 1.46 | 2.54 | 0.13 | 7.95 | 7.88 | 6.45 | 7.34 | 6.83 |
| Debt: Medium Duration | 0.1 | 0.16 | 1.32 | 2.58 | 0.03 | 7.93 | 7.56 | 6.55 | 6.68 | 7.07 |
| Debt: Floater | 0.09 | 0.31 | 1.46 | 2.69 | 0.05 | 7.66 | 7.7 | 6.16 | 7.07 | 6.87 |
| Debt: Corporate Bond | 0.08 | 0.11 | 1.27 | 2.31 | 0.02 | 7.61 | 7.45 | 5.8 | 7.06 | 7.05 |
| Debt: Short Duration | 0.07 | 0.14 | 1.25 | 2.37 | 0.02 | 7.46 | 7.24 | 5.91 | 6.68 | 6.95 |
| Debt: Banking and PSU | 0.09 | 0.13 | 1.28 | 2.28 | 0.02 | 7.35 | 7.26 | 5.74 | 7.07 | 7.05 |
| Debt: Low Duration | 0.11 | 0.37 | 1.41 | 2.79 | 0.03 | 7.18 | 7.11 | 5.88 | 6.47 | 6.73 |
| Debt: Money Market | 0.12 | 0.46 | 1.44 | 2.83 | 0.02 | 7.14 | 7.17 | 5.92 | 6.46 | 6.34 |
| Debt: Gilt Fund with 10 year constant duration | -0.08 | -0.09 | 0.84 | 0.92 | -0.05 | 6.98 | 7.86 | 5.24 | 7.77 | 7.5 |
| Fund of Funds-Income Plus Arbitrage | 0.12 | 0.35 | 1.39 | 2.5 | 0.03 | 6.85 | 9.34 | 8.26 | 8.0 | 4.83 |
| Debt: Ultra Short Duration | 0.11 | 0.41 | 1.38 | 2.76 | 0.02 | 6.68 | 6.83 | 5.7 | 6.19 | 6.38 |
| Debt: Liquid | 0.12 | 0.5 | 1.44 | 2.83 | 0.06 | 6.38 | 6.82 | 5.67 | 6.01 | 6.09 |
| Fund of Funds-Domestic-Equity | 1.02 | 0.42 | 3.31 | 2.61 | 1.05 | 6.32 | 18.41 | 19.39 | 15.12 | 9.81 |
| Hybrid: Arbitrage | 0.13 | 0.55 | 1.54 | 2.78 | 0.03 | 6.12 | 6.82 | 5.59 | 5.68 | 5.52 |
| Equity: Large Cap | 1.3 | 0.96 | 4.92 | 2.84 | 0.94 | 6.08 | 15.4 | 14.58 | 12.94 | 13.47 |
| Hybrid: Equity Savings | 0.39 | 0.45 | 2.21 | 2.97 | 0.28 | 5.94 | 10.09 | 9.09 | 8.11 | 7.83 |
| Debt: Medium to Long Duration | 0.1 | 0.21 | 0.77 | 0.95 | 0.03 | 5.79 | 6.8 | 5.17 | 6.27 | 7.56 |
| Debt: Dynamic Bond | 0.13 | 0.24 | 0.78 | 1.07 | 0.02 | 5.76 | 6.91 | 5.48 | 6.77 | 6.83 |
| Hybrid: Conservative | 0.34 | 0.32 | 1.64 | 1.79 | 0.23 | 5.75 | 8.95 | 8.33 | 7.72 | 8.62 |
| Debt: Overnight | 0.1 | 0.44 | 1.33 | 2.66 | 0.06 | 5.7 | 6.29 | 5.32 | 5.44 | 5.29 |
| Index Fund | 0.86 | 0.67 | 3.89 | 2.16 | 0.75 | 5.27 | 13.98 | 15.27 | 13.09 | 9.4 |
| Equity: Contra | 1.5 | 1.46 | 5.48 | 3.47 | 0.95 | 4.83 | 20.57 | 20.88 | 16.55 | 15.43 |
| Hybrid: Dynamic Asset Allocation | 0.75 | 0.5 | 3.21 | 2.23 | 0.57 | 4.83 | 12.12 | 10.76 | 10.02 | 10.15 |
| Hybrid: Aggressive | 0.98 | 0.73 | 3.27 | 2.19 | 0.75 | 4.81 | 14.71 | 14.39 | 12.08 | 12.93 |
| Hybrid: Balanced | 0.74 | 0.17 | 2.31 | 2.19 | 0.59 | 4.71 | - | - | - | 12.8 |
| Retirement Fund | 0.74 | 0.54 | 2.78 | 1.61 | 0.6 | 4.63 | 13.01 | 11.13 | 9.86 | 11.4 |
| Debt: Gilt | 0.17 | 0.53 | 0.26 | 0.03 | 0.02 | 4.23 | 6.58 | 4.89 | 7.03 | 6.88 |
| Equity: Thematic-Others | 1.6 | 1.53 | 4.25 | 2.06 | 1.1 | 4.17 | 18.23 | 19.21 | 14.41 | 11.19 |
| Equity: Dividend Yield | 1.42 | 1.32 | 4.73 | 3.02 | 0.94 | 4.15 | 19.7 | 19.7 | 14.96 | 14.66 |
| Equity: Value | 1.52 | 1.61 | 5.25 | 3.27 | 1.61 | 4.09 | 19.18 | 19.2 | 14.49 | 15.62 |
| Equity: Thematic-Quantitative | 1.49 | 1.82 | 5.78 | 3.24 | 0.98 | 4.05 | 18.08 | 16.43 | 14.94 | 11.52 |
| Equity: Focused | 1.29 | 0.84 | 4.2 | 2.41 | 1.06 | 3.96 | 16.46 | 16.0 | 13.8 | 14.88 |
| Debt: Long Duration | 0.24 | 0.69 | 0.33 | 0.05 | 0.07 | 3.77 | 7.08 | 4.56 | 6.79 | 6.47 |
| Childrens Fund | 0.93 | 0.5 | 3.37 | 2.12 | 0.78 | 3.5 | 14.26 | 13.89 | 11.3 | 13.41 |
| Equity: Large and Mid Cap | 1.36 | 0.67 | 4.18 | 1.97 | 1.0 | 3.46 | 18.79 | 18.48 | 14.79 | 14.09 |
| Equity: Thematic-ESG | 1.32 | 0.61 | 4.36 | 1.51 | 1.15 | 2.95 | 15.15 | 14.5 | 12.84 | 14.43 |
| Equity: Thematic-Manufacturing | 2.12 | 1.03 | 2.25 | 2.8 | 1.33 | 2.53 | 23.08 | 22.14 | 15.19 | 10.1 |
| Equity: Flexi Cap | 1.15 | 0.46 | 3.43 | 1.86 | 0.86 | 2.03 | 16.69 | 16.21 | 14.12 | 13.69 |
| Equity: ELSS | 1.23 | 0.67 | 3.64 | 1.34 | 0.94 | 2.01 | 16.84 | 16.56 | 14.14 | 14.54 |
| Equity: Thematic-Special-Opportunities | 1.45 | 0.76 | 4.18 | 4.1 | 0.85 | 1.62 | 20.14 | 18.01 | - | 6.76 |
| Equity: Multi Cap | 1.19 | 0.38 | 3.29 | 1.36 | 0.88 | 1.48 | 18.94 | 19.34 | 14.8 | 14.59 |
| Equity: Mid Cap | 1.27 | 0.19 | 3.59 | 1.52 | 0.94 | 1.36 | 21.79 | 21.32 | 16.05 | 17.79 |
| Equity: Thematic-Business-Cycle | 1.32 | 0.47 | 3.1 | 1.27 | 1.06 | 0.84 | 17.73 | 19.88 | 13.39 | 12.1 |
| Equity: Thematic-MNC | 1.0 | 0.07 | 2.09 | 2.6 | 0.62 | 0.58 | 12.76 | 12.23 | 9.66 | 13.1 |
| Equity: Thematic-Innovation | 0.6 | -0.74 | 1.53 | 2.86 | 0.76 | 0.33 | 20.56 | 16.05 | - | 13.45 |
| SIF - Equity Long Short | 0.9 | 0.24 | - | - | 0.84 | - | - | - | - | 0.15 |
| SIF - Hybrid Long Short | 0.29 | 1.71 | - | - | 0.17 | - | - | - | - | 2.81 |
| Equity: Sectoral-Infrastructure | 1.85 | 0.83 | 1.73 | -0.76 | 1.53 | -0.89 | 22.84 | 25.33 | 15.62 | 12.23 |
| Equity: Thematic-Consumption | 0.35 | -0.79 | -0.01 | 1.26 | 0.02 | -1.23 | 16.23 | 16.33 | 14.53 | 10.0 |
| Equity: Sectoral-Pharma and Healthcare | 0.58 | -0.95 | 0.84 | -0.28 | 0.66 | -4.04 | 22.6 | 14.84 | 11.83 | 13.28 |
| Equity: Small Cap | 1.05 | -0.22 | 0.45 | -1.99 | 0.87 | -5.01 | 19.39 | 22.81 | 16.39 | 15.33 |
| Equity: Sectoral-Technology | -0.76 | -0.15 | 6.66 | 0.33 | 0.54 | -5.8 | 17.89 | 16.19 | 17.22 | 10.87 |
| Equity: Sectoral-FMCG | -3.44 | -4.38 | -4.87 | -4.61 | -3.93 | -6.29 | 5.63 | 10.56 | 10.82 | 15.3 |
| Equity: Thematic-Active-Momentum | 1.65 | 1.32 | 4.63 | 0.51 | 0.8 | -16.4 | - | - | - | 9.6 |
| Equity: Thematic-Multi-Sector | 3.03 | 2.29 | 6.94 | 2.65 | 1.64 | -17.95 | - | - | - | -16.7 |