Best Performing Equity Mutual Funds 09 Mar 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

Category-Wise Data For Equity Mutual Funds

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

Large Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Bluechip Fund 12.23 1.73 11,824
LIC MF Large Cap Fund 8.36 2.70 329
Canara Robeco Bluechip Equity Fund 7.11 2.47 353
Motilal Oswal Focused 25 Fund 7.10 2.20 1,237
BNP Paribas Large Cap Fund 5.92 2.39 827
Sundaram Select Focus Fund 2.66 2.36 1,074
IDBI India Top 100 Equity Fund 2.14 2.56 356
Edelweiss Large Cap Fund 1.03 2.02 179
DSP Top 100 Equity Fund 0.90 2.22 2,469
Baroda Large Cap Fund 0.36 2.64 33
L&T India Large Cap Fund 0.18 2.59 519
HSBC Large Cap Equity Fund -0.04 2.48 629
Aditya Birla Sun Life Focused Equity Fund -0.14 2.03 4,450
IDFC Large Cap Fund -0.51 2.53 446
UTI Mastershare Fund -0.72 2.13 6,530
JM Large Cap Fund -0.77 2.04 3,223
Kotak Bluechip Fund -0.78 2.25 1,512
PGIM India Large Cap Fund -1.04 2.45 329
Invesco India Largecap Fund -1.65 2.81 201
Nippon India ETF Shariah BeES -1.66 1.06 3

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Multi Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
IIFL Focused Equity Fund 17.10 2.36 661
Axis Focused 25 Fund 12.16 1.85 9,764
Axis Multicap Fund 11.34 1.87 5,852
DSP Equity Fund 10.69 2.11 3,523
SBI Focused Equity Fund 10.66 1.88 7,694
JM Multicap Fund 8.41 2.13 144
UTI Equity Fund 6.41 2.11 10,650
Principal Focused Multicap Fund 5.36 2.47 369
Canara Robeco Equity Diversified Fund 4.56 2.30 1,772
LIC MF Multicap Fund 4.16 2.60 313
Mahindra Mutual Fund Badhat Yojana 3.53 2.52 318
L&T Focused Equity Fund 2.65 2.49 705
Parag Parikh Long Term Equity Fund 2.33 2.01 2,784
DSP Focus Fund 2.31 2.15 1,935
IDFC Focused Equity Fund 1.72 2.16 1,437
Tata Retirement Savings Fund Progressive Plan 1.63 2.42 767
Tata Multicap Fund 1.32 2.18 1,770
BNP Paribas Focused 25 Equity Fund 1.31 2.45 218
IDFC Multi Cap Fund 1.15 1.96 5,476
BNP Paribas Multi Cap Fund 1.07 2.40 695

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International Equity Mutual Funds

FUND NAME 1Y% ER% AUM
DSP World Gold Fund 34.73 2.41 338
Motilal Oswal NASDAQ 100 Exchange Traded Fund 28.16 0.54 487
Edelweiss Greater China Equity Offshore Fund 24.05 2.34 145
Motilal Oswal Nasdaq 100 FOF 23.92 0.50 245
PGIM India Global Equity Opportunities Fund 18.03 1.11 49
Franklin India Feeder Franklin US Opportunities Fund 17.64 1.61 1,279
ICICI Prudential US Bluechip Equity Fund 13.36 2.80 482
Nippon India US Equity Opportunities Fund 12.60 2.76 96
DSP Global Allocation Fund 9.88 2.22 27
Kotak Global Emerging Market 9.55 1.18 34
Aditya Birla Sun Life International Equity Fund Plan A 8.77 2.58 76
Aditya Birla Sun Life Global Emerging Opportunities Fund 8.72 1.13 107
Aditya Birla Sun Life Global Real Estate Fund Retail Plan 8.25 1.28 17
Franklin Asian Equity Fund 8.12 2.60 145
Nippon India Japan Equity Fund 6.99 2.19 36
PGIM India Euro Equity Fund 6.13 1.28 3
Principal Global Opportunities Fund 5.93 1.44 18
DSP US Flexible Equity Fund 5.47 2.49 234
ICICI Prudential Global Stable Equity Fund (FOF) 5.10 1.40 96
HSBC Global Consumer Opportunities Fund 4.87 2.16 3

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ELSS Equity Mutual Funds

FUND NAME 1Y% ER% AUM
BOI AXA Tax Advantage Fund 12.26 2.66 279
Axis Long Term Equity Fund 12.11 1.62 21,659
JM Tax Gain Fund 6.47 2.38 38
Motilal Oswal Long Term Equity Fund 6.16 2.10 1,686
BNP Paribas Long Term Equity Fund 5.91 2.44 484
LIC MF Tax Plan 5.85 2.60 273
Canara Robeco Equity Tax Saver Fund 5.50 2.30 1,036
IDBI Equity Advantage Fund 4.65 2.38 536
Invesco India Tax Plan 2.13 2.32 1,028
Shriram Long Term Equity Fund 2.06 2.55 26
Kotak Tax Saver 1.38 2.47 1,155
UTI Long Term Equity Fund 1.02 2.47 1,342
Union Long Term Equity Fund 0.90 2.65 267
DSP Tax Saver Fund 0.88 1.95 6,096
Mirae Asset Tax Saver Fund -0.49 1.93 3,293
Edelweiss Long Term Equity Fund (Tax Savings) -0.62 2.39 116
HSBC Tax Saver Equity Fund -0.88 2.53 150
Aditya Birla Sun Life Tax Relief 96 -1.11 2.00 10,073
Tata India Tax Savings Fund -1.27 2.09 2,139
Indiabulls Tax Savings Fund -2.38 2.48 87

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Mid Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Midcap Fund 10.34 1.96 5,193
Motilal Oswal Midcap 30 Fund 7.66 2.20 1,888
DSP Midcap Fund 6.44 1.93 7,458
Invesco India Mid Cap Fund 5.14 2.45 805
Mahindra Unnati Emerging Business Yojana 4.71 2.51 515
Kotak Emerging Equity Fund 3.94 1.87 6,733
Taurus Discovery (Midcap) Fund 3.34 2.53 52
Nippon India Growth Fund 3.30 2.04 7,269
PGIM India Midcap Opportunities Fund 2.99 2.51 151
BNP Paribas Midcap Fund 2.75 2.36 806
Tata Midcap Growth Fund 2.46 2.50 847
Edelweiss Mid Cap Fund 1.21 2.23 1,000
UTI Mid Cap Fund -0.38 2.24 3,916
L&T Midcap Fund -2.17 1.93 6,213
Baroda Midcap Fund -2.81 2.63 49
Sundaram Mid Cap Fund -2.90 1.92 6,178
SBI Magnum Midcap Fund -2.96 1.95 3,718
Franklin India Prima Fund -4.02 1.86 7,835
HDFC MidCap Opportunities Fund -4.02 1.93 22,755
Nippon India ETF Nifty Midcap 150 -4.73 0.31 182

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Large MidCap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Growth Opportunities Fund 9.73 2.22 1,052
LIC MF Large & Mid Cap Fund 6.80 2.56 639
BOI AXA Large & Mid Cap Equity Fund 4.28 2.87 186
Canara Robeco Emerging Equities Fund 3.35 1.97 5,597
Mirae Asset Emerging Bluechip Fund 3.29 1.78 9,806
Edelweiss Large & Mid Cap Fund 3.26 2.48 512
Tata Large & Mid Cap Fund 2.44 2.23 1,631
Kotak Equity Opportunities Fund 2.25 2.12 3,188
Principal Emerging Bluechip Fund 1.56 1.91 2,202
DSP Equity Opportunities Fund 1.53 1.93 5,279
Sundaram Large and Mid Cap Fund 1.48 2.23 1,110
Aditya Birla Sun Life Equity Advantage Fund 1.18 1.98 4,793
Invesco India Growth Opportunities Fund 0.57 2.05 2,498
SBI Large & Midcap Fund 0.08 2.15 2,978
L&T Large and Midcap Fund -0.62 2.30 1,272
Essel Large & Midcap Fund -1.90 2.30 102
Quant Large and Mid Cap Fund -2.47 2.48 4
Nippon India Vision Fund -2.82 2.06 2,777
IDFC Core Equity Fund -3.70 1.97 2,585
ICICI Prudential Large & Mid Cap Fund -5.62 2.06 3,277

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Thematic Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Sundaram Services Fund 11.32 2.41 1,304
Taurus Ethical Fund 3.12 2.53 40
SBI Magnum Equity ESG Fund 1.46 2.11 2,735
Tata Ethical Fund 0.13 2.53 579
L&T Business Cycles Fund -0.59 2.49 625
Mahindra Rural Bharat And Consumption Yojana -1.49 2.08 68
SBI Magnum COMMA Fund -2.05 2.60 248
ICICI Prudential FMCG Fund -2.93 2.52 512
Nippon India Quant Fund Retail Plan -3.13 1.01 24
Aditya Birla Sun Life International Equity Fund Plan B -3.94 2.58 77
ICICI Prudential Exports and Services Fund -5.00 2.48 666
Aditya Birla Sun Life Manufacturing Equity Fund -6.03 2.55 490
Franklin India Opportunities Fund -7.54 2.47 562
ICICI Prudential Manufacture in India Fund -11.05 2.26 895
Nippon India ETF Dividend Opportunities -13.67 0.16 2
ICICI Prudential India Opportunities Fund -15.05 2.26 2,196
UTI Transportation and Logistics Fund -19.31 2.51 1,326

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Small Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Small Cap Fund 18.04 1.98 2,507
BOI AXA Small Cap Fund 7.41 2.73 51
Invesco India Smallcap Fund 6.04 2.36 578
SBI Small Cap Fund 3.92 2.20 3,493
Edelweiss Small Cap Fund 3.42 2.48 509
Kotak Small Cap Fund 2.67 2.30 1,592
ICICI Prudential Smallcap Fund 2.43 2.30 1,030
Union Small Cap Fund 2.35 2.62 352
Tata Small Cap Fund -2.17 2.43 665
DSP Small Cap Fund -2.99 1.94 5,045
Canara Robeco Small Cap Fund -3.51 2.56 403
Nippon India Small Cap Fund -7.05 2.14 9,064
IDBI Small Cap Fund -8.60 2.49 124
Sundaram Small Cap Fund -10.58 2.37 1,149
Franklin India Smaller Companies Fund -13.20 1.86 7,188
HSBC Small Cap Equity Fund -13.53 2.56 363
L&T Emerging Businesses Fund -15.42 1.95 5,606
Aditya Birla Sun Life Small Cap Fund -17.95 2.16 2,190
HDFC Small Cap Fund -18.15 2.08 9,154
Quant Small Cap Fund -22.68 2.48 2

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Banking Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Sundaram Financial Services Opportunities Fund 9.00 2.75 247
Tata Banking and Financial Services Fund 7.26 2.60 483
Taurus Banking & Financial Services Fund 6.67 2.46 9
SBI Banking & Financial Services Fund 6.12 2.34 1,490
Baroda Banking and Financial Services Fund 5.79 2.67 48
Invesco India Financial Services Fund 4.85 2.83 207
LIC MF Banking & Financial Services Fund 2.11 2.70 59
IDBI Banking & Financial Services Fund -1.00 2.61 114
Aditya Birla Sun Life Banking & Financial Services Fund -2.91 2.27 1,859
Edelweiss Exchange Traded FundNifty Bank -4.21 0.12 1
SBI ETF Nifty Bank Fund -4.34 0.20 4,326
Kotak Banking ETF Fund Regular -4.38 0.18 7,750
Nippon India ETF Bank BeES -4.40 0.19 7,289
ICICI Prudential Banking and Financial Services Fund -4.79 2.11 3,615
Nippon India Banking Fund -9.53 2.08 3,032
UTI Banking and Financial Services Fund -10.89 2.77 657
Nippon India ETF PSU Bank BeES -42.69 0.49 91
Kotak PSU Bank ETF -42.92 0.49 30

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Infrastructure Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Invesco India Infrastructure Fund 5.82 2.43 42
BOI AXA Manufacturing & Infrastructure Fund -2.32 2.53 43
LIC MF Infrastructure Fund -2.78 2.56 55
SBI Infrastructure Fund -2.96 2.59 496
UTI Infrastructure Fund -3.97 2.28 1,281
Taurus Infrastructure Fund -4.32 2.52 4
Canara Robeco Infrastructure Fund -5.14 2.58 104
Tata Infrastructure Fund -6.62 2.57 517
Nippon India ETF Infra BeES -7.83 1.10 13
Kotak Infrastructure and Economic Reform Fund Standard Plan -7.94 2.51 352
DSP T.I.G.E.R. Fund -8.13 2.33 941
Sundaram Infrastructure Advantage Fund -8.79 2.58 544
Quant Infrastructure Fund -10.82 2.48 2
L&T Infrastructure Fund -11.50 2.15 1,467
Nippon India Power & Infra Fund -11.72 2.24 1,290
Franklin Build India Fund -12.23 2.28 1,208
Aditya Birla Sun Life Infrastructure Fund -13.04 2.56 432
ICICI Prudential Infrastructure Fund -14.42 2.30 1,179
IDFC Infrastructure Fund -17.32 2.36 649
HSBC Infrastructure Equity Fund -24.70 2.62 77

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Value Oriented Equity Mutual Funds

FUND NAME 1Y% ER% AUM
JM Value Fund 0.47 2.53 126
UTI Value Opportunities Fund 0.05 2.21 4,634
Kotak India EQ Contra Fund -2.21 2.45 900
Invesco India Contra Fund -2.22 2.00 4,669
Nippon India Value Fund -5.30 2.07 3,114
L&T India Value Fund -6.08 1.86 7,041
IDBI Long Term Value Fund -6.82 2.56 109
Tata Equity PE Fund -8.55 1.90 5,061
Indiabulls Value Fund -9.00 2.50 19
Union Value Discovery Fund -9.96 2.53 130
ICICI Prudential Value Discovery Fund -10.20 1.81 14,729
SBI Contra Fund -12.71 2.24 1,367
IDFC Sterling Value Fund -14.16 2.00 2,984
HDFC Capital Builder Value Fund -14.70 2.09 4,010
Quantum Long Term Equity Value Fund -16.96 1.79 875
Templeton India Value Fund -17.33 2.52 488
Aditya Birla Sun Life Pure Value Fund -19.50 2.01 3,653

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Consumption Equity Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas India Consumption Fund 15.88 2.44 499
Canara Robeco Consumer Trends Fund 7.94 2.62 392
Aditya Birla Sun Life India GenNext Fund 6.74 2.39 1,507
UTI India Consumer Fund 4.66 2.59 275
Nippon India Consumption Fund 2.61 2.82 88
Mirae Asset Great Consumer Fund 1.99 2.21 1,004
Sundaram Rural and Consumption Fund 0.06 2.15 1,957
Nippon India ETF Consumption -1.08 0.13 13
Tata India Consumer Fund -1.34 2.26 1,300
SBI Consumption Opportunities Fund -4.76 2.52 693
Quant Consumption Fund -11.37 2.48 1

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Pharma Equity Mutual Funds

FUND NAME 1Y% ER% AUM
DSP Healthcare Fund 16.69 2.61 291
Mirae Asset Healthcare Fund 12.51 2.48 393
Tata India Pharma & HealthCare Fund 10.27 2.55 167
IDBI Healthcare Fund 9.23 2.72 30
SBI Healthcare Opportunities Fund 7.41 2.35 956
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 5.31 2.22 1,268
UTI Healthcare Fund 4.33 2.55 402
Nippon India Pharma Fund 4.18 2.15 2,451

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Dividend Yield Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Principal Dividend Yield Fund -4.00 2.50 181
Aditya Birla Sun Life Dividend Yield Fund -7.03 2.53 693
UTI Dividend Yield Fund -7.96 2.12 2,333
Templeton India Equity Income Fund -8.70 2.28 891
ICICI Prudential Dividend Yield Equity Fund -15.79 2.62 168

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Technology Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Franklin India Technology Fund 4.47 2.44 255
SBI Technology Opportunities Fund 1.23 2.62 163
Aditya Birla Sun Life Digital India Fund 1.05 2.52 413
Tata Digital India Fund -3.35 2.56 393
ICICI Prudential Technology Fund -6.89 2.58 418

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PSU Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Invesco India PSU Equity Fund 10.92 2.54 141
SBI PSU Fund -10.22 2.67 186
CPSE Exchange Traded Fund -30.92 0.01 9,076

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MNC Equity Mutual Funds

FUND NAME 1Y% ER% AUM
SBI Magnum Global Fund 3.69 2.08 3,748
Aditya Birla Sun Life MNC Fund 3.26 2.04 3,844
UTI MNC Fund -1.51 2.40 2,194

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Energy Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Tata Resources & Energy Fund -0.66 2.48 34
DSP Natural Resources and New Energy Fund -17.04 2.48 282

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

CATEGORY NAME AVG MAX MIN
Large Cap Equity Mutual Funds -3.96 12.23 -23.30
Multi Cap Equity Mutual Funds -0.79 17.10 -14.16
International Equity Mutual Funds 5.99 34.73 -11.26
ELSS Equity Mutual Funds -1.61 12.26 -16.67
Mid Cap Equity Mutual Funds -0.28 10.34 -9.16
Large MidCap Equity Mutual Funds -0.55 9.73 -11.16
Thematic Equity Mutual Funds -4.46 11.32 -19.31
Small Cap Equity Mutual Funds -4.48 18.04 -22.68
Banking Equity Mutual Funds -5.01 9.00 -42.92
Infrastructure Equity Mutual Funds -9.40 5.82 -26.72
Value Oriented Equity Mutual Funds -9.13 0.47 -19.50
Consumption Equity Mutual Funds 1.94 15.88 -11.37
Pharma Equity Mutual Funds 8.74 16.69 4.18
Dividend Yield Equity Mutual Funds -8.70 -4.00 -15.79
Technology Equity Mutual Funds -0.70 4.47 -6.89
PSU Equity Mutual Funds -10.07 10.92 -30.92
MNC Equity Mutual Funds 1.81 3.69 -1.51
Energy Equity Mutual Funds -8.85 -0.66 -17.04

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Category-Wise Avg/Max/Min Net Assets (Cr)

CATEGORY NAME AVG MAX MIN
Large Cap Equity Mutual Funds 2,655 66,217 1
Multi Cap Equity Mutual Funds 3,329 30,546 10
International Equity Mutual Funds 115 1,279 3
ELSS Equity Mutual Funds 2,549 21,659 10
Mid Cap Equity Mutual Funds 3,110 22,755 9
Large MidCap Equity Mutual Funds 2,067 9,806 4
Thematic Equity Mutual Funds 633 2,735 2
Small Cap Equity Mutual Funds 2,238 9,154 2
Banking Equity Mutual Funds 1,440 7,750 1
Infrastructure Equity Mutual Funds 535 1,467 2
Value Oriented Equity Mutual Funds 3,171 14,729 19
Consumption Equity Mutual Funds 687 1,957 1
Pharma Equity Mutual Funds 682 2,451 30
Dividend Yield Equity Mutual Funds 725 2,333 84
Technology Equity Mutual Funds 328 418 163
PSU Equity Mutual Funds 2,407 9,076 141
MNC Equity Mutual Funds 2,605 3,844 634
Energy Equity Mutual Funds 158 282 34

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Category-Wise Avg/Max/Min Expense Ratio (%)

CATEGORY NAME AVG MAX MIN
Large Cap Equity Mutual Funds 0.97 2.81 0.01
Multi Cap Equity Mutual Funds 2.20 2.85 0.29
International Equity Mutual Funds 1.85 2.80 0.50
ELSS Equity Mutual Funds 2.25 2.66 1.62
Mid Cap Equity Mutual Funds 1.98 2.63 0.20
Large MidCap Equity Mutual Funds 2.18 2.87 0.45
Thematic Equity Mutual Funds 2.08 2.60 0.16
Small Cap Equity Mutual Funds 2.25 2.73 1.03
Banking Equity Mutual Funds 1.52 2.83 0.12
Infrastructure Equity Mutual Funds 2.39 2.62 1.10
Value Oriented Equity Mutual Funds 2.18 2.56 1.79
Consumption Equity Mutual Funds 2.28 2.82 0.13
Pharma Equity Mutual Funds 2.48 2.72 2.15
Dividend Yield Equity Mutual Funds 2.41 2.62 2.12
Technology Equity Mutual Funds 2.54 2.62 2.44
PSU Equity Mutual Funds 1.74 2.67 0.01
MNC Equity Mutual Funds 2.27 2.55 2.04
Energy Equity Mutual Funds 2.48 2.48 2.48

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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.