Mutual Funds with a 5-star Rating


  • Searching for mutual funds with a 5-star rating? The list is here and that includes Reliance Large Cap Fund, Baroda Liquid Fund, etc
  • Invest in 5-star rated mutual funds @Wishfin

The performance of a mutual fund scheme is always under the close watch of rating agencies. After all, the performance determines the rating the fund will eventually get. The rating is assigned in the range of 1 to 5 stars. Anything below 3 is not considered a good rating. Above 3 and, especially 5, is considered an excellent rating. The mutual funds with 5 stars have always grabbed the attention of investors. Well, if you are looking for such mutual funds, we can show you that exclusive list across several categories of equity, debt and hybrid schemes.

Equity Mutual Funds with a 5-star Rating

These funds invest mainly in equity and equity-related instruments of companies. The objective of these funds is to appreciate the growth of invested capital over time.

Equity Funds with a 5-star Rating1-year Return3-year Return5-year Return10-year Return
Reliance Large Cap Fund8.26%11.77%11.40%13.11%
Axis Bluechip Fund1.55%12.88%10.99%-
Motilal Oswal Focused 25 Fund-3.55%8.85%10.36%-
Motilal Oswal Multicap 35 Fund-5.71%9.68%15.48%-
SBI Small Cap Fund-1.40%11.84%18.45%-
HDFC Small Cap Fund-6.75%10.98%13.17%14.76%
Aditya Birla Sun Life Tax Relief 96-5.23%8.33%11.79%13.24%
Mirae Asset Tax Saver Fund8.15%15.84%--
Axis Long Term Equity Fund-1.61%10.67%12.91%-

Debt Mutual Funds with a 5-star Rating

These funds invest a heavy chunk of the corpus in debt and money-market instruments. The investments can lead to regular income generation.

Debt Funds with a 5-star Rating1-year Return3-year Return5-year Return10-year Return
Reliance Liquid Fund7.54%7.12%7.64%7.84%
Baroda Liquid Fund7.45%7.11%7.65%7.84%
Axis Liquid Fund7.47%7.12%7.64%-
HDFC Short Term Debt Fund9.21%7.71%8.36%-
Franklin India Short Term Income Plan - Retail Plan8.74%8.67%8.85%8.75%
Baroda Short Term Bond Fund8.97%8.14%8.53%-
Franklin India Low Duration Fund8.34%8.49%8.99%-
SBI Magnum Low Duration Fund8.41%7.46%7.98%7.96%
Franklin India Dynamic Accrual Fund9.20%8.72%9.45%8.12%
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Hybrid Funds with a 5-star Rating

If you invest in these funds, you will most likely receive the benefits of capital appreciation and income generation. It’s because of the fact that investments are made in both equity and debt instruments.

Hybrid Funds with a 5-star Rating1-year Return3-year Return5-year Return10-year Return
HDFC Retirement Savings Fund - Hybrid Equity Plan5.57%10.87%--
Principal Hybrid Equity Fund-0.08%10.76%10.35%11.48%
Mirae Asset Hybrid Equity Fund8.43%11.09%--
ICICI Prudential Regular Savings Fund7.57%8.65%9.90%9.72%
HDFC Equity Savings Fund5.77%8.55%8.09%9.41%
Aditya Birla Sun Life Balanced Advantage Fund5.10%7.36%8.66%9.85%

How to Invest in a 5-star Rated Mutual Fund?

You can invest in any of the 5-star rated mutual funds shown above at Wishfin, a neutral financial marketplace that keeps in place a broad array of mutual fund schemes . The process to invest is explained through points below.

  • Visit
  • Go to ‘Mutual Funds’ tab
  • Click on ‘Register/Login

If you are a new investor, you need to click on ‘Register’

  • Enter your mobile number
  • Enter the OTP received on your mobile number
  • Mention the personal information such as name, email ID, the city you live in
  • Enter the password complying with the requirements as laid down
  • Click on ‘Sign Up’

The online login access can thus be created.

Login Process

  • Log in using your mobile number on email ID and OTP
  • Find 5-star rated mutual funds and click on ‘Invest’ under the select scheme

Note – The data is sourced from Value Research on July 22, 2019, and pertains to the regular plan of the schemes shown above.

Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme document carefully before investing”.

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