Today we will have a look at the best mutual fund performers across all the types.
Period is of last one year & sourced from India’s leading investment related website www.moneycontrol.com which uses crisil ranking to select best mutual funds.
Equity Funds:Equity funds across all the categories including tax saver ELSS schemes.
Sr.No | Fund Name | 1 Year Return |
1. | Birla Sunlife Gen Next | 26.1% |
2. | Axis Long Term Equity Fund (ELSS) | 16.6% |
3. | TATA Ethical Fund | 16.5% |
4. | UTI India Lifestyle Fund | 13.4% |
5. | SBI Magnum Global Fund | 13.1% |
Hybrid Funds:
Hybrid funds having a part exposure in equity like balanced funds & monthly income plans where equity allocation is in the range of 20-30%.
Sr.No | Fund Name | 1 Year Return |
1. | ICICI –Pru Balanced Fund | 14.1% |
2. | SBI Magnum Monthly Income Plan- Gr | 12.4% |
3. | Kotak MIP Gr | 10.6% |
Debt Funds:
Debt funds inclusive of income funds,dynamic bond funds having long/short term perspective of investing.
Sr.No | Fund Name | 1 Year Return |
1. | IDFC G-Sec | 14.8% |
2. | SBI Magnum Income Fund | 14.1% |
3. | SBI Dynamic Bond Fund | 13.3% |
4. | IDFC Dynamic Bond Fund | 13.3% |
5. | Birla SL Short Term fund | 10.3% |
Liquid/Money market Funds:
Sr.No | Fund Name | 1 Year Return |
1. | ICICI Pru Liquid Fund | 9% |
2. | Baroda – Pioneer Liquid Plan | 8.9% |
3. | Axis Liquid Fund | 8.9% |
4. | LIC Liquid Fund | 8.6% |
Returns are of Growth option unless its indicated.
Returns indicated above are for period of one year only.Though this period is short and we can not conclude as much for this period,one may be eager to know whether his fund have made it in the list or not.
Few funds from above list like Birla SL Gen Next,Axis long term equity fund,ICICI Prudential Balanced,SBI Dynamic bond fund,IDFC dynamic bond fund,Baroda Pioneer liquid fund are consistent performers among their category and investor can think about them