Best Performing Equity Mutual Funds 09 Apr 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.

Best Performing Equity Mutual Funds

Large Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Bluechip Fund -4.8 1.7 11824
Canara Robeco Bluechip Equity Fund -7.3 2.6 335
JM Large Cap Fund -7.5 2.0 3154
Motilal Oswal Focused 25 Fund -7.6 2.2 988
BNP Paribas Large Cap Fund -9.2 2.4 660
Nippon India ETF Shariah BeES -10.1 1.1 3
LIC MF Large Cap Fund -10.5 2.7 272
SBI ETF Quality -11.1 0.5 18
IDBI India Top 100 Equity Fund -13.2 2.6 287
ICICI Prudential Nifty Low Vol 30 ETF -13.6 0.4 78
Quant Focused Fund -15.0 2.5 4
Sundaram Select Focus Fund -15.4 2.3 1046
Baroda Large Cap Fund -15.6 2.7 31
IDFC Large Cap Fund -16.1 2.5 446
HSBC Large Cap Equity Fund -16.3 2.5 629
Edelweiss Large Cap Fund -16.5 2.1 174
Nippon India ETF NV20 -17.3 0.2 24
L&T India Large Cap Fund -17.4 2.6 411
UTI Nifty Next 50 Exchange Traded Fund -17.5 0.2 282
UTI Mastershare Fund -17.5 1.9 4914

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Multi Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Multicap Fund -4.5 1.9 5852
IIFL Focused Equity Fund -8.4 2.3 665
Parag Parikh Long Term Equity Fund -9.3 2.0 2448
Principal Focused Multicap Fund -9.6 2.6 294
SBI Focused Equity Fund -10.5 1.9 8264
Axis Focused 25 Fund -11.1 1.8 9764
Canara Robeco Equity Diversified Fund -11.3 2.3 1601
DSP Equity Fund -11.4 2.1 2748
L&T Focused Equity Fund -11.6 2.5 572
BNP Paribas Focused 25 Equity Fund -12.4 2.5 158
Tata Multicap Fund -12.4 2.2 1698
JM Multicap Fund -12.5 2.1 139
LIC MF Multicap Fund -12.6 2.6 239
Tata Retirement Savings Fund Progressive Plan -12.8 2.4 743
Mahindra Mutual Fund Badhat Yojana -13.4 2.5 311
IDBI Diversified Equity Fund -14.1 2.5 234
UTI Equity Fund -14.7 1.8 8102
Union Multi Cap Fund -15.2 2.5 253
Quant Active Fund -15.6 2.5 10
PGIM India Diversified Equity Fund -15.9 2.5 107

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International Equity Mutual Funds

FUND NAME 1Y% ER% AUM
DSP World Gold Fund 21.7 2.4 308
Motilal Oswal Nasdaq 100 FOF 19.1 0.5 298
Motilal Oswal NASDAQ 100 Exchange Traded Fund 18.8 0.5 557
Edelweiss Greater China Equity Offshore Fund 15.6 1.4 153
ICICI Prudential US Bluechip Equity Fund 10.1 2.7 498
Franklin India Feeder Franklin US Opportunities Fund 10.0 1.9 1288
PGIM India Global Equity Opportunities Fund 6.0 1.1 69
Aditya Birla Sun Life Global Emerging Opportunities Fund 5.3 1.1 105
DSP Global Allocation Fund 5.1 2.2 27
Nippon India US Equity Opportunities Fund 3.7 2.4 103
Aditya Birla Sun Life International Equity Fund Plan A 0.5 2.6 69
ICICI Prudential Global Stable Equity Fund (FOF) -2.1 1.4 89
DSP US Flexible Equity Fund -2.4 2.5 225
Sundaram Global Brand Fund -2.8 2.4 35
Nippon India Japan Equity Fund -3.2 2.1 32
HSBC Global Consumer Opportunities Fund -3.7 2.3 3
DSP World Agriculture Fund -5.3 2.4 24
Franklin Asian Equity Fund -5.7 2.6 127
Kotak Global Emerging Market -6.4 1.2 70
Edelweiss US Value Equity Offshore Fund -6.8 1.6 41

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ELSS Equity Mutual Funds

FUND NAME 1Y% ER% AUM
BOI AXA Tax Advantage Fund -3.4 2.7 225
Axis Long Term Equity Fund -8.4 1.7 21659
BNP Paribas Long Term Equity Fund -10.1 2.4 369
Canara Robeco Equity Tax Saver Fund -10.5 2.3 829
Shriram Long Term Equity Fund -10.8 2.6 21
IDBI Equity Advantage Fund -13.8 2.4 432
Invesco India Tax Plan -15.0 2.4 807
Union Long Term Equity Fund -15.2 2.6 201
LIC MF Tax Plan -16.3 2.6 209
Motilal Oswal Long Term Equity Fund -16.5 2.1 1262
Mirae Asset Tax Saver Fund -17.2 2.0 3282
Aditya Birla Sun Life Tax Relief 96 -17.2 1.7 8167
Kotak Tax Saver -17.3 2.5 909
UTI Long Term Equity Fund -17.5 2.2 1000
Quant Tax Plan -17.6 2.5 10
JM Tax Gain Fund -18.2 2.4 38
DSP Tax Saver Fund -18.3 2.0 4667
Taurus Tax Shield Fund -19.2 2.5 50
Edelweiss Long Term Equity Fund (Tax Savings) -19.3 2.4 121
Indiabulls Tax Savings Fund -19.3 2.3 83

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Mid Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Midcap Fund -4.1 1.9 5193
Taurus Discovery (Midcap) Fund -13.4 2.5 40
DSP Midcap Fund -13.4 1.9 5667
Mahindra Unnati Emerging Business Yojana -14.2 2.6 507
PGIM India Midcap Opportunities Fund -14.4 2.5 123
Invesco India Mid Cap Fund -14.9 2.4 649
BNP Paribas Midcap Fund -15.0 2.4 561
Quant Mid Cap Fund -15.9 2.5 10
Tata Midcap Growth Fund -17.5 2.5 838
Baroda Midcap Fund -17.6 2.6 47
Edelweiss Mid Cap Fund -18.5 2.3 963
UTI Mid Cap Fund -19.0 2.0 2794
Kotak Emerging Equity Fund -19.8 1.9 5117
Motilal Oswal Midcap 30 Fund -20.0 2.2 1331
Nippon India Growth Fund -20.5 2.1 7154
L&T Midcap Fund -22.7 2.0 4715
IDBI Midcap Fund -24.7 2.5 134
Franklin India Prima Fund -25.2 1.9 5459
Nippon India ETF Nifty Midcap 150 -25.4 0.3 187
SBI Magnum Midcap Fund -25.9 2.3 3579

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Large MidCap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Quant Large and Mid Cap Fund -7.1 2.5 4
Axis Growth Opportunities Fund -7.5 2.2 1052
BOI AXA Large & Mid Cap Equity Fund -12.0 2.9 140
LIC MF Large & Mid Cap Fund -14.0 2.6 527
Edelweiss Large & Mid Cap Fund -14.9 2.5 504
Canara Robeco Emerging Equities Fund -15.0 1.9 4254
Mirae Asset Emerging Bluechip Fund -15.4 1.8 9614
Invesco India Growth Opportunities Fund -16.0 2.0 1986
Tata Large & Mid Cap Fund -16.4 2.2 1571
Principal Emerging Bluechip Fund -16.6 2.1 1596
Kotak Equity Opportunities Fund -17.4 2.1 2578
HSBC Large and Mid Cap Equity Fund -18.0 2.4 674
L&T Large and Midcap Fund -18.6 2.3 957
DSP Equity Opportunities Fund -18.8 2.0 3890
Aditya Birla Sun Life Equity Advantage Fund -20.6 1.9 3419
Sundaram Large and Mid Cap Fund -20.9 2.2 1167
SBI Large & Midcap Fund -21.7 2.1 2906
ICICI Prudential Large & Mid Cap Fund -23.8 2.2 3135
Essel Large & Midcap Fund -23.8 2.3 102
IDFC Core Equity Fund -24.2 2.0 2585

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Thematic Equity Mutual Funds

FUND NAME 1Y% ER% AUM
ICICI Prudential FMCG Fund -8.0 2.8 527
Taurus Ethical Fund -8.9 2.5 32
Tata Ethical Fund -9.4 2.5 556
Sundaram Services Fund -12.7 2.3 1293
Aditya Birla Sun Life Manufacturing Equity Fund -15.1 2.6 397
Nippon India Quant Fund Retail Plan -15.2 1.2 23
SBI Magnum COMMA Fund -15.7 2.6 229
SBI Equity Minimum Variance Fund -17.6 0.7 47
SBI Magnum Equity ESG Fund -18.7 2.2 2637
Mahindra Rural Bharat And Consumption Yojana -20.0 2.1 65
ICICI Prudential Exports and Services Fund -21.1 2.7 597
Nippon India ETF Dividend Opportunities -21.7 0.2 2
Aditya Birla Sun Life International Equity Fund Plan B -22.2 2.6 58
Franklin India Opportunities Fund -24.6 2.5 392
ICICI Prudential Manufacture in India Fund -24.9 2.3 788
L&T Business Cycles Fund -26.8 2.5 427
ICICI Prudential India Opportunities Fund -29.5 2.0 2190
UTI Transportation and Logistics Fund -34.5 2.4 808

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Small Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Small Cap Fund -8.3 2.0 2507
BOI AXA Small Cap Fund -11.0 2.7 43
SBI Small Cap Fund -17.0 2.2 3476
Invesco India Smallcap Fund -17.7 2.4 435
Union Small Cap Fund -17.9 2.7 245
Edelweiss Small Cap Fund -20.0 2.5 513
Tata Small Cap Fund -22.4 2.5 629
Kotak Small Cap Fund -23.8 2.3 1169
Canara Robeco Small Cap Fund -25.4 2.6 291
DSP Small Cap Fund -25.9 2.0 3507
ICICI Prudential Smallcap Fund -26.5 2.4 1153
Nippon India Small Cap Fund -26.8 1.8 8567
IDBI Small Cap Fund -28.2 2.6 87
Sundaram Small Cap Fund -32.1 2.3 1124
HSBC Small Cap Equity Fund -34.4 2.6 363
Franklin India Smaller Companies Fund -34.6 1.9 4506
L&T Emerging Businesses Fund -35.1 2.0 3815
Quant Small Cap Fund -35.8 2.5 2
HDFC Small Cap Fund -38.5 1.9 6246
Aditya Birla Sun Life Small Cap Fund -38.5 2.1 1463

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Banking Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Tata Banking and Financial Services Fund -19.3 2.6 477
Sundaram Financial Services Opportunities Fund -20.6 2.3 235
Taurus Banking & Financial Services Fund -22.0 2.5 6
Invesco India Financial Services Fund -22.8 2.8 150
SBI Banking & Financial Services Fund -23.4 2.4 1532
Baroda Banking and Financial Services Fund -24.3 2.7 47
LIC MF Banking & Financial Services Fund -26.3 2.5 39
IDBI Banking & Financial Services Fund -28.2 2.6 78
Aditya Birla Sun Life Banking & Financial Services Fund -33.8 2.2 1191
Edelweiss Exchange Traded FundNifty Bank -34.2 0.1 1
Kotak Banking ETF Fund Regular -34.5 0.2 4750
SBI ETF Nifty Bank Fund -34.5 0.2 4002
Nippon India ETF Bank BeES -34.6 0.2 6816
ICICI Prudential Banking and Financial Services Fund -35.5 2.1 3372
UTI Banking and Financial Services Fund -38.6 2.5 378
Nippon India Banking Fund -41.1 2.0 2797
Nippon India ETF PSU Bank BeES -60.8 0.5 74
Kotak PSU Bank ETF -60.9 0.5 19

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Infrastructure Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Invesco India Infrastructure Fund -16.2 2.7 32
BOI AXA Manufacturing & Infrastructure Fund -18.5 2.5 30
Taurus Infrastructure Fund -20.7 2.5 3
Nippon India ETF Infra BeES -20.7 1.1 12
SBI Infrastructure Fund -23.3 2.6 460
Canara Robeco Infrastructure Fund -24.4 2.6 77
LIC MF Infrastructure Fund -25.9 2.5 37
Tata Infrastructure Fund -26.5 2.6 469
UTI Infrastructure Fund -27.8 2.3 843
Quant Infrastructure Fund -29.0 2.5 1
Kotak Infrastructure and Economic Reform Fund Standard Plan -29.4 2.5 212
DSP T.I.G.E.R. Fund -30.3 2.4 663
Sundaram Infrastructure Advantage Fund -30.6 2.6 507
Nippon India Power & Infra Fund -31.3 2.2 1145
Franklin Build India Fund -31.5 2.3 771
L&T Infrastructure Fund -32.0 2.2 1005
ICICI Prudential Infrastructure Fund -33.4 2.4 1142
Aditya Birla Sun Life Infrastructure Fund -34.3 2.6 301
IDFC Infrastructure Fund -36.4 2.4 649
HSBC Infrastructure Equity Fund -42.0 2.7 77

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Value Oriented Equity Mutual Funds

FUND NAME 1Y% ER% AUM
UTI Value Opportunities Fund -18.6 2.0 3294
Invesco India Contra Fund -18.6 1.9 3650
ICICI Prudential Value Discovery Fund -20.5 1.9 13446
Kotak India EQ Contra Fund -20.7 2.4 631
Union Value Discovery Fund -21.2 2.6 92
JM Value Fund -21.6 2.5 116
IDBI Long Term Value Fund -21.8 2.6 81
Indiabulls Value Fund -21.9 2.3 17
Tata Equity PE Fund -22.1 1.9 4567
Nippon India Value Fund -24.2 1.9 2948
L&T India Value Fund -26.4 1.9 4937
SBI Contra Fund -27.4 2.2 1267
Quantum Long Term Equity Value Fund -29.8 1.6 581
HDFC Capital Builder Value Fund -30.5 2.0 2952
Aditya Birla Sun Life Pure Value Fund -32.0 2.0 3653
Templeton India Value Fund -33.7 2.5 320
IDFC Sterling Value Fund -38.2 2.1 2984

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Consumption Equity Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas India Consumption Fund 0.1 2.5 441
Nippon India ETF Consumption -6.7 0.1 12
Canara Robeco Consumer Trends Fund -7.8 2.6 314
UTI India Consumer Fund -7.9 2.6 216
Tata India Consumer Fund -10.2 2.3 1232
Nippon India Consumption Fund -10.2 2.6 88
Aditya Birla Sun Life India GenNext Fund -10.8 2.4 1179
Mirae Asset Great Consumer Fund -13.8 2.2 986
Quant Consumption Fund -18.6 2.5 1
Sundaram Rural and Consumption Fund -18.6 2.2 1816
SBI Consumption Opportunities Fund -25.3 2.4 661

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Pharma Equity Mutual Funds

FUND NAME 1Y% ER% AUM
IDBI Healthcare Fund 19.4 2.7 27
DSP Healthcare Fund 18.5 2.5 281
Mirae Asset Healthcare Fund 17.9 2.5 403
Tata India Pharma & HealthCare Fund 16.3 2.5 165
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 14.0 2.3 1191
Nippon India Pharma Fund 12.7 2.1 2421
UTI Healthcare Fund 11.7 2.5 360
SBI Healthcare Opportunities Fund 11.1 2.3 953

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Dividend Yield Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Principal Dividend Yield Fund -16.1 2.6 137
UTI Dividend Yield Fund -18.2 2.1 1786
Aditya Birla Sun Life Dividend Yield Fund -20.7 2.4 532
Templeton India Equity Income Fund -24.3 2.4 638
ICICI Prudential Dividend Yield Equity Fund -30.6 2.8 152

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Technology Equity Mutual Funds

FUND NAME 1Y% ER% AUM
SBI Technology Opportunities Fund -13.4 2.6 157
Franklin India Technology Fund -13.9 2.5 209
Aditya Birla Sun Life Digital India Fund -15.7 2.5 413
Tata Digital India Fund -19.0 2.6 371
ICICI Prudential Technology Fund -22.3 2.7 388

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PSU Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Invesco India PSU Equity Fund -6.1 2.6 111
SBI PSU Fund -23.7 2.5 172
CPSE Exchange Traded Fund -37.7 0.0 18086

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MNC Equity Mutual Funds

FUND NAME 1Y% ER% AUM
SBI Magnum Global Fund -5.0 2.0 3643
UTI MNC Fund -10.3 2.1 1770
Aditya Birla Sun Life MNC Fund -13.2 2.0 3143

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Energy Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Tata Resources & Energy Fund -12.2 2.5 32
DSP Natural Resources and New Energy Fund -31.3 2.5 232

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

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds -19.4 -4.8 -36.7
Multi Cap Equity Mutual Funds -18.2 -4.5 -33.0
International Equity Mutual Funds -4.8 21.7 -36.0
ELSS Equity Mutual Funds -19.1 -3.4 -32.6
Mid Cap Equity Mutual Funds -20.1 -4.1 -29.5
Large MidCap Equity Mutual Funds -19.1 -7.1 -30.4
Thematic Equity Mutual Funds -19.2 -8.0 -34.5
Small Cap Equity Mutual Funds -26.0 -8.3 -38.5
Banking Equity Mutual Funds -33.1 -19.3 -60.9
Infrastructure Equity Mutual Funds -29.0 -16.2 -45.3
Value Oriented Equity Mutual Funds -25.2 -18.6 -38.2
Consumption Equity Mutual Funds -11.8 0.1 -25.3
Pharma Equity Mutual Funds 15.2 19.4 11.1
Dividend Yield Equity Mutual Funds -22.0 -16.1 -30.6
Technology Equity Mutual Funds -16.9 -13.4 -22.3
PSU Equity Mutual Funds -22.5 -6.1 -37.7
MNC Equity Mutual Funds -9.5 -5.0 -13.2
Energy Equity Mutual Funds -21.7 -12.2 -31.3

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Category Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 1.0 2.7 0.0
Multi Cap Equity Mutual Funds 2.2 2.7 0.3
International Equity Mutual Funds 1.7 2.7 0.5
ELSS Equity Mutual Funds 2.2 2.7 1.6
Mid Cap Equity Mutual Funds 2.0 2.6 0.2
Large MidCap Equity Mutual Funds 2.2 2.9 0.5
Thematic Equity Mutual Funds 2.1 2.8 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 2.4 2.7 1.1
Value Oriented Equity Mutual Funds 2.1 2.6 1.6
Consumption Equity Mutual Funds 2.3 2.7 0.1
Pharma Equity Mutual Funds 2.5 2.7 2.1
Dividend Yield Equity Mutual Funds 2.5 2.8 2.1
Technology Equity Mutual Funds 2.6 2.7 2.5
PSU Equity Mutual Funds 1.7 2.6 0.0
MNC Equity Mutual Funds 2.2 2.6 2.0
Energy Equity Mutual Funds 2.5 2.5 2.5

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Category Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 2445 64464 1
Multi Cap Equity Mutual Funds 2720 22871 10
International Equity Mutual Funds 118 1288 2
ELSS Equity Mutual Funds 2247 21659 10
Mid Cap Equity Mutual Funds 2444 16304 8
Large MidCap Equity Mutual Funds 1760 9614 4
Thematic Equity Mutual Funds 569 2637 2
Small Cap Equity Mutual Funds 1759 8567 2
Banking Equity Mutual Funds 1205 6816 1
Infrastructure Equity Mutual Funds 419 1145 1
Value Oriented Equity Mutual Funds 2679 13446 17
Consumption Equity Mutual Funds 620 1816 1
Pharma Equity Mutual Funds 664 2421 27
Dividend Yield Equity Mutual Funds 552 1786 68
Technology Equity Mutual Funds 308 413 157
PSU Equity Mutual Funds 4637 18086 111
MNC Equity Mutual Funds 2288 3643 595
Energy Equity Mutual Funds 132 232 32

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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 are regular 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.