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Mint 50 Best Funds – Mutual Fund Schemes To Invest In

Mint 50 Best Funds – Mutual Fund Schemes To Invest In

Last Updated : March 7, 2020, 2:21 p.m.

This is a formidable list published by Mint under Mint 50 Best Funds. Here you can see what different funds are giving returns as on 31st March 2017. Net Asset Value(NAV) figure discloses you the price per unit of each fund. The Returns are classified as per three time periods and equity investors would perform well by considering 5-year and 10-Year performances and then check at the 3-Year Return to assess whether the fund is still ahead. The rating assigned by Value Research Rating indicates the Risk-Adjusted Return. The expense ratio discloses how much of your money goes towards charges each year.

LARGE CAP SCHEME

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Birla Sun Life Frontline Equity Fund 15520.34 71.00 18.47 18.22 15.07 30/08/2002 2.19
DSP BlackRock Top 100 Equity Fund - Regular Plan 3455.88 62.00 14.96 12.23 12.79 10/03/2003 2.27
Franklin India Bluechip Fund 8172.69 28.58 16.08 13.75 13.15 01/12/1993 2.26
ICICI Prudential Focused Bluechip Equity Fund 12535.88 154.00 16.75 15.97 NA 23/05/2008 1.97
Kotak 50 Regular Plan 1286.89 65.02 17.21 15.11 12.18 29/12/1998 2.18
Kotak Sensex ETF Fund1,2,3 11.59 19.50 11.17 12.47 NA 06/06/2008 0.25
Mirae Asset India Opportunities Fund - Regular Plan 3197.34 75.00 21.79 19.49 NA 04/04/2008 2.27
SBI ETF Nifty 501,2,3 15125.15 NA NA NA NA 20/07/2015 NA
SBI Magnum Equity Fund 1788.54 46.00 16.71 14.85 12.82 01/01/1991 2.12
UTI Nifty Index Fund1 427.61 49.00 11.92 12.14 9.55 06/03/2000 0.20

Satellite

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio( ₹ Crore) 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
HDFC Top 200 Fund 13640.08 26.11 16.59 14.63 14.89 03/09/1996 2.03
UTI Equity Fund 5184.22 20.00 16.74 15.78 14.36 18/05/1992 2.09
UTI Opportunities Fund 4445.49 31.00 12.52 12.15 15.01 20/07/2005 2.08
Category average 13.79 12.90 10.59
S&P BSE 100 12.32 12.12 9.98

MULTI CAP SCHEME

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Franklin India Prima Plus Fund 10449.99 21.50 21.57 18.50 14.97 29/09/1994 2.24
ICICI Prudential Dynamic Fund 6263.55 288.00 16.85 16.57 14.21 31/10/2002 2.12
ICICI Prudential Nifty Next 50 Index Fund1 53.69 58.00 23.08 18.67 NA 25/06/2010 0.81
ICICI Prudential Value Discovery Fund 16433.73 61.00 24.00 21.91 18.65 16/08/2004 2.01
IDFC Classic Equity Fund - Regular Plan 749.35 49.00 17.38 15.54 10.54 09/08/2005 2.25
Kotak Select Focus Fund Regular Plan 8466.99 37.80 24.19 20.64 NA 11/09/2009 1.99
Reliance ETF Junior BeES1,2,3 117.15 72.00 23.46 19.12 14.53 21/02/2003 1.00

Satellite

Returns as on March 31, 2017
Scheme Fund size ( ₹ Crore) Turnover Ratio 3-Year return (%) 5-Year return (%) 10-Year return (%) Launch Date Expense Ratio
HDFC Equity Fund 17381.98 18.69 17.86 15.64 14.84 01/01/1995 1.99
Category average 18.96 16.16 12.76
S&P BSE 200 14.21 12.90 10.32

MID-CAP SCHEME

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
BNP Paribas Midcap Fund 720.56 55.00 28.09 24.37 12.71 02/05/2006 2.55
Invesco India Mid Cap Fund 161.41 49.00 26.53 22.95 NA 19/04/2007 2.31
L&T India Value Fund 2966.11 73.05 32.50 25.00 NA 08/01/2010 2.12
Mirae Asset Emerging Bluechip Fund - Regular Plan 3296.97 88.00 35.26 29.33 NA 09/07/2010 2.37

Satellite

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
HDFC Mid-Cap Opportunities Fund 14754.53 22.33 29.75 24.62 NA 25/06/2007 2.20
UTI Mid Cap Fund 3646.31 29.00 28.72 25.33 17.48 07/04/2004 2.33
Category average 21.37 17.03 13.48
S&P BSE 200 14.21 12.90 10.32

SMALL CAP SCHEME

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
DSP BlackRock Micro Cap Fund - Regular Plan 5107.66 17.00 42.34 30.79 NA 14/06/2007 2.39
Franklin India Smaller Companies Fund 4859.71 13.44 33.42 30.21 18.17 13/01/2006 2.30
L&T Midcap Fund 641.82 77.48 33.29 25.60 17.42 09/08/2004 2.45
Category average 29.04 23.01 15.35
Nifty Free Float Midcap 100 Index 26.07 17.23 13.90

TAX PLANNING

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
ICICI Prudential Long Term Equity Fund (Tax Saving) 4013.80 149.00 19.86 18.83 14.88 19/08/1999 2.30
Invesco India Tax Plan 391.27 31.00 21.12 18.74 16.59 29/12/2006 2.52
Category average 20.29 17.05 12.62
S&P BSE 200 14.21 12.90 10.32

INFRASTRUCTURE

Satellite

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Kotak Infrastructure and Economic Reform Fund - Standard Plan 205.18 43.30 26.36 16.93 NA 25/02/2008 2.58
Category average 21.77 12.94 9.43

BALANCED-FUNDS

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Birla Sun Life Balanced '95 Fund 6621.21 152.00 20.17 17.25 14.94 10/02/1995 2.29
HDFC Balanced Fund 9508.85 21.75 20.55 17.34 16.48 11/09/2000 1.98
HDFC Prudence Fund 17775.76 60.18 19.92 16.26 15.69 01/02/1994 2.26
ICICI Prudential Balanced Fund 7412.91 284.00 20.04 18.32 13.31 03/11/1999 2.29

Satellite

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Edelweiss Absolute Return Fund 253.70 830.00 13.28 11.36 NA 20/08/2009 2.50
Category average 16.86 14.50 11.52

ASSET ALLOCATION

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ Crore) Turnover Ratio 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Franklin India Dynamic PE Ratio Fund of Funds 773.06 22.90 12.84 11.27 11.77 31/10/2003 1.74
Category average 13.79 12.82 10.71

DEBT-ORIENTED AGGRESSIVE SCHEME

Core

Returns as on March 31, 2017
Scheme Fund size Duration 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
HDFC MF Monthly Income Plan - Long Term Plan 3709.08 5.94 13.46 11.32 11.01 26/12/2003 1.86
Category average 13.92 11.56 10.34

HYBRID DEBT-ORIENTED CONSERVATIVE SCHEME

Core

Returns as on March 31, 2017
Scheme Fund size Duration 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Birla Sun Life Monthly Income Plan II - Savings 5 Plan 292.71 6.53 11.90 10.36 10.43 22/05/2004 1.34
Franklin India Monthly Income Plan 449.48 5.04 12.24 11.03 9.43 28/09/2000 2.26
IDFC Monthly Income Plan - Regular Plan 252.65 3.25 12.06 11.10 NA 25/02/2010 2.15
Reliance Monthly Income Plan 2473.63 5.12 12.56 10.73 11.18 29/12/2003 1.82
UTI Monthly Income Scheme 275.82 NA 10.69 9.63 9.27 11/10/2002 1.82
Category average 11.74 10.01 9.40

SHORT TERM SCHEME

Core

Returns as on March 31, 2017
Scheme Fund size( ₹ cr) Duration 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
ICICI Prudential Short Term Fund 9544.66 2.96 1.23 3.82 10.25 25/10/2001 1.25
Tata Short Term Bond Fund - Regular Plan 6757.53 1.54 1.29 3.46 8.57 08/08/2002 1.08
UTI Short Term Income Fund - Regular Plan 10879.68 1.17 1.35 3.76 9.43 24/06/2003 0.86

Satellite

Returns as on March 31, 2017
Scheme Fund size( ₹ cr) Duration 3-Year return(%) 5-Year return(%) 10-Year return(%) Launch Date Expense Ratio
Franklin India Short Term Income Plan - Retail Plan 8133.31 1.50 2.28 4.78 11.16 31/01/2002 1.57
HDFC Short Term Fund 4249.48 1.48 1.70 3.95 9.57 28/02/2002 1.87
Category average 1.48 3.75 9.48

Disclaimer:

  • Fund size, expense ratio, turnover ratio and duration are latest available
    returns up to 1 year are absolute, returns in excess of 1 year are compounded annualized
  • NA: not applicable since the fund hasn’t yet completed the relevant tenor
  1. Passively managed funds like index funds and exchange-traded funds aim to mimic their benchmark indices so their outperformance or underperformance does not matter.
  2. As this is an exchange-traded fund, a demat account is necessary to buy and sell its units.
  3. Dividend plan considered instead of growth on account of lack of latter’s history.
  4. Considered under different categories by Value Research’s classification, but we have put them in the mid-cap category on account of their nature.

Sourced From Mint

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