Best Performing Equity Mutual Funds 08 May 2020

Looking for top performing equity mutual funds in India? Below are the best equity mutual funds, measured by their relative performance. Are these the best mutual funds to invest in right now? Not necessarily. These are the mutual funds that have fared better when compared to other equity mutual funds in same category.

There are many equity mutual funds that have generated excess returns when compared to their respective benchmark indices. These are the mutual funds that would have created wealth for you, if you would’ve made investments in them via lump sum or via Systematic Investment Plan (SIP). But only the most consistent mutual fund will have the ability to generate wealth over the long term.

Large Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Axis Bluechip Fund -4.2 2.0 12717
Canara Robeco Bluechip Equity Fund -4.7 2.4 418
Motilal Oswal Focused 25 Fund -5.4 2.3 1153
JM Large Cap Fund -7.3 2.0 564
BNP Paribas Large Cap Fund -7.6 2.4 748
Nippon India ETF Shariah BeES -8.8 1.1 3
IDBI India Top 100 Equity Fund -9.1 2.6 325
LIC MF Large Cap Fund -9.6 2.6 306
SBI ETF Quality -10.4 0.5 18
Quant Focused Fund -10.5 2.5 3

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Axis Multicap Fund -4.3 1.9 5592
Parag Parikh Long Term Equity Fund -5.1 2.0 2925
Principal Focused Multicap Fund -6.0 2.6 328
IIFL Focused Equity Fund -6.3 2.1 786
Tata Retirement Savings Fund Progressive Plan -8.0 3.8 689
Tata Multicap Fund -8.0 2.7 1547
Canara Robeco Equity Diversified Fund -8.1 2.3 1897
Axis Focused 25 Fund -8.3 1.7 9493
Quant Active Fund -9.1 2.5 8
PGIM India Diversified Equity Fund -9.2 2.5 129

International Equity Mutual Funds

NAME 1Y% ER% AUM
DSP World Gold Fund 69.0 2.4 465
Motilal Oswal NASDAQ 100 Exchange Traded Fund 30.4 0.5 718
Motilal Oswal Nasdaq 100 FOF 29.4 0.5 402
Edelweiss Greater China Equity Offshore Fund 27.2 2.4 158
PGIM India Global Equity Opportunities Fund 22.8 1.1 83
Franklin India Feeder Franklin US Opportunities Fund 22.4 1.6 1515
ICICI Prudential US Bluechip Equity Fund 13.5 2.6 507
Nippon India US Equity Opportunities Fund 12.7 2.4 122
Aditya Birla Sun Life Global Emerging Opportunities Fund 11.4 1.1 105
DSP Global Allocation Fund 9.6 2.1 29

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Tax Advantage Fund 0.5 2.7 256
Canara Robeco Equity Tax Saver Fund -7.0 2.3 941
Axis Long Term Equity Fund -7.0 1.7 19632
Shriram Long Term Equity Fund -7.2 2.6 24
BNP Paribas Long Term Equity Fund -8.2 2.4 408
Invesco India Tax Plan -10.2 2.4 930
IDBI Equity Advantage Fund -10.7 2.4 465
Quant Tax Plan -10.9 2.5 7
Union Long Term Equity Fund -11.6 2.6 231
Aditya Birla Sun Life Tax Relief 96 -11.8 1.5 8167

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Axis Midcap Fund -0.7 1.9 5098
Quant Mid Cap Fund -5.6 2.5 8
Taurus Discovery (Midcap) Fund -6.7 2.5 40
DSP Midcap Fund -7.9 1.9 6488
PGIM India Midcap Opportunities Fund -8.3 2.5 146
Mahindra Unnati Emerging Business Yojana -8.7 2.6 447
Invesco India Mid Cap Fund -9.8 2.5 747
BNP Paribas Midcap Fund -11.2 2.4 624
Edelweiss Mid Cap Fund -12.3 2.3 694
UTI Mid Cap Fund -12.3 2.3 3177

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Large and Mid Cap Fund -0.1 2.5 3
Axis Growth Opportunities Fund -3.6 2.5 1047
BOI AXA Large & Mid Cap Equity Fund -9.8 2.9 160
Mirae Asset Emerging Bluechip Fund -10.5 1.7 8839
LIC MF Large & Mid Cap Fund -11.0 2.5 594
Edelweiss Large & Mid Cap Fund -11.4 2.6 393
Kotak Equity Opportunities Fund -11.7 1.8 2578
Tata Large & Mid Cap Fund -12.0 3.0 1429
Principal Emerging Bluechip Fund -12.3 2.2 1822
Canara Robeco Emerging Equities Fund -12.4 1.9 4846

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
Taurus Ethical Fund -4.6 2.3 32
Tata Ethical Fund -6.2 3.3 527
Sundaram Services Fund -9.8 2.4 916
Nippon India Quant Fund Retail Plan -11.9 1.2 21
Aditya Birla Sun Life Manufacturing Equity Fund -12.1 2.6 397
ICICI Prudential FMCG Fund -13.2 3.0 461
SBI Magnum COMMA Fund -13.2 2.6 209
SBI Equity Minimum Variance Fund -14.1 0.7 45
SBI Magnum Equity ESG Fund -15.9 2.3 2324
ICICI Prudential Exports and Services Fund -16.4 2.8 449

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Small Cap Fund -4.7 2.7 52
Axis Small Cap Fund -5.9 2.2 2169
Edelweiss Small Cap Fund -13.3 2.5 377
SBI Small Cap Fund -13.8 2.3 3280
Union Small Cap Fund -13.9 2.7 281
Invesco India Smallcap Fund -14.1 2.4 496
Canara Robeco Small Cap Fund -18.2 2.4 337
Kotak Small Cap Fund -19.0 1.9 1318
Tata Small Cap Fund -20.3 2.7 519
DSP Small Cap Fund -21.7 2.0 3973

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Banking and Financial Services Fund -18.4 1.9 407
Sundaram Financial Services Opportunities Fund -20.7 2.7 167
Taurus Banking & Financial Services Fund -21.3 2.5 6
Invesco India Financial Services Fund -22.1 2.5 174
SBI Banking & Financial Services Fund -24.6 2.2 1267
Baroda Banking and Financial Services Fund -25.0 2.7 37
LIC MF Banking & Financial Services Fund -25.3 2.5 45
IDBI Banking & Financial Services Fund -25.9 2.5 88
Aditya Birla Sun Life Banking & Financial Services Fund -31.9 2.3 1191
ICICI Prudential Banking and Financial Services Fund -33.5 2.0 2535

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India Infrastructure Fund -9.7 2.3 37
Nippon India ETF Infra BeES -11.7 1.1 11
BOI AXA Manufacturing & Infrastructure Fund -12.7 2.5 34
Taurus Infrastructure Fund -14.4 2.5 3
SBI Infrastructure Fund -17.6 2.6 387
Canara Robeco Infrastructure Fund -19.2 2.6 87
LIC MF Infrastructure Fund -22.1 2.5 41
Tata Infrastructure Fund -23.2 3.0 385
UTI Infrastructure Fund -24.4 2.4 944
Quant Infrastructure Fund -25.2 2.5 1

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India Contra Fund -13.6 2.1 4274
UTI Value Opportunities Fund -15.0 1.9 3763
Tata Equity PE Fund -16.3 2.7 4019
ICICI Prudential Value Discovery Fund -16.8 2.1 11664
Kotak India EQ Contra Fund -17.7 2.2 726
IDBI Long Term Value Fund -17.8 2.5 94
Indiabulls Value Fund -17.8 2.3 15
Union Value Discovery Fund -17.9 2.6 108
JM Value Fund -19.3 2.5 95
L&T India Value Fund -20.7 1.9 5710

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
BNP Paribas India Consumption Fund 0.1 2.3 491
Canara Robeco Consumer Trends Fund -4.9 2.4 351
UTI India Consumer Fund -7.8 2.7 235
Nippon India ETF Consumption -7.9 0.1 11
Tata India Consumer Fund -9.0 3.2 1075
Aditya Birla Sun Life India GenNext Fund -9.6 2.5 1179
Nippon India Consumption Fund -10.0 2.5 76
Quant Consumption Fund -13.3 2.5 1
Mirae Asset Great Consumer Fund -13.6 2.2 865
ICICI Prudential Bharat Consumption Fund -13.7 2.7 390

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
Mirae Asset Healthcare Fund 28.0 2.4 526
IDBI Healthcare Fund 26.7 2.4 35
DSP Healthcare Fund 26.5 2.4 372
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 21.6 2.5 1073
Nippon India Pharma Fund 21.5 2.3 2851
Tata India Pharma & HealthCare Fund 20.9 2.7 220
UTI Healthcare Fund 19.0 2.5 459
SBI Healthcare Opportunities Fund 16.3 2.4 1103

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
IDBI Dividend Yield Fund -8.2 2.5 76
Principal Dividend Yield Fund -13.4 2.6 155
UTI Dividend Yield Fund -15.3 2.1 1987
Aditya Birla Sun Life Dividend Yield Fund -16.2 2.3 532
Templeton India Equity Income Fund -21.5 2.5 699
ICICI Prudential Dividend Yield Equity Fund -28.4 2.9 122

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
Franklin India Technology Fund -5.0 2.4 239
SBI Technology Opportunities Fund -5.7 2.5 157
Aditya Birla Sun Life Digital India Fund -7.7 2.5 332
Tata Digital India Fund -13.7 3.1 338
ICICI Prudential Technology Fund -14.6 2.9 320

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India PSU Equity Fund -6.5 2.5 126
SBI PSU Fund -24.7 2.5 149
CPSE Exchange Traded Fund -40.1 0.0 10827

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Magnum Global Fund -0.7 2.0 3508
UTI MNC Fund -6.5 2.5 1966
Aditya Birla Sun Life MNC Fund -10.1 1.9 3143

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Resources & Energy Fund -6.7 3.6 30
DSP Natural Resources and New Energy Fund -29.1 2.5 269

Category Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds -16.3 -4.2 -39.5
Multi Cap Equity Mutual Funds -15.0 -4.3 -31.7
International Equity Mutual Funds 2.5 69.0 -38.6
ELSS Equity Mutual Funds -15.8 0.5 -30.4
Mid Cap Equity Mutual Funds -15.0 -0.7 -25.9
Large MidCap Equity Mutual Funds -15.3 -0.1 -27.2
Thematic Equity Mutual Funds -16.4 -4.6 -30.7
Small Cap Equity Mutual Funds -21.7 -4.7 -34.7
Banking Equity Mutual Funds -32.2 -18.4 -60.3
Infrastructure Equity Mutual Funds -24.7 -9.7 -41.4
Value Oriented Equity Mutual Funds -21.4 -13.6 -34.7
Consumption Equity Mutual Funds -10.8 0.1 -24.5
Pharma Equity Mutual Funds 22.6 28.0 16.3
Dividend Yield Equity Mutual Funds -17.2 -8.2 -28.4
Technology Equity Mutual Funds -9.4 -5.0 -14.6
PSU Equity Mutual Funds -23.7 -6.5 -40.1
MNC Equity Mutual Funds -5.7 -0.7 -10.1
Energy Equity Mutual Funds -17.9 -6.7 -29.1

Category Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 1.0 2.9 0.0
Multi Cap Equity Mutual Funds 2.2 3.8 0.3
International Equity Mutual Funds 1.9 2.6 0.5
ELSS Equity Mutual Funds 2.3 3.2 1.5
Mid Cap Equity Mutual Funds 2.1 3.1 0.2
Large MidCap Equity Mutual Funds 2.3 3.0 0.5
Thematic Equity Mutual Funds 2.2 3.3 0.2
Small Cap Equity Mutual Funds 2.3 2.7 1.0
Banking Equity Mutual Funds 1.5 2.8 0.1
Infrastructure Equity Mutual Funds 2.5 3.0 1.1
Value Oriented Equity Mutual Funds 2.2 2.7 1.8
Consumption Equity Mutual Funds 2.3 3.2 0.1
Pharma Equity Mutual Funds 2.5 2.7 2.3
Dividend Yield Equity Mutual Funds 2.5 2.9 2.1
Technology Equity Mutual Funds 2.7 3.1 2.4
PSU Equity Mutual Funds 1.7 2.5 0.0
MNC Equity Mutual Funds 2.3 2.7 1.9
Energy Equity Mutual Funds 3.0 3.6 2.5

Category Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 2293 61852 1
Multi Cap Equity Mutual Funds 2724 22871 8
International Equity Mutual Funds 137 1515 2
ELSS Equity Mutual Funds 2126 19632 7
Mid Cap Equity Mutual Funds 2463 18455 8
Large MidCap Equity Mutual Funds 1707 8839 3
Thematic Equity Mutual Funds 524 2324 2
Small Cap Equity Mutual Funds 1670 6995 2
Banking Equity Mutual Funds 980 5179 1
Infrastructure Equity Mutual Funds 389 1093 1
Value Oriented Equity Mutual Funds 2532 11664 15
Consumption Equity Mutual Funds 542 1303 1
Pharma Equity Mutual Funds 757 2851 35
Dividend Yield Equity Mutual Funds 595 1987 76
Technology Equity Mutual Funds 277 338 157
PSU Equity Mutual Funds 2820 10827 126
MNC Equity Mutual Funds 2274 3508 478
Energy Equity Mutual Funds 150 269 30

Appendix

  • 1Y% = 1 Year Returns (%)
  • ER% = Expense Ratio (%)
  • AUM = Net Assets (Cr)
  • AVG = Category Average
  • MAX = Category Maximum
  • MIN = Category Minimum

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Disclaimer

All the plans and schemes listed here are regular mutual fund plans. All the numerical values are rounded off. All the percentage values are absolute values (not annualized values). All the comparisons are relative. Please remember that past performance gives no indication of future results. Please read the website disclaimer before using any information available on this website.