Best Performing Equity Mutual Funds 12 Sep 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
Nippon India ETF Shariah BeES 15.1 1.0 3
Canara Robeco Bluechip Equity Fund 14.2 2.5 702
SBI ETF Quality 11.5 0.5 20
IDFC Large Cap Fund 9.9 2.6 515
Motilal Oswal Focused 25 Fund 8.8 2.3 1265
IDBI Focused 30 Equity Fund 8.4 2.5 157
ICICI Prudential Nifty Low Vol 30 ETF 8.4 0.4 145
Quant Focused Fund 8.0 2.5 5
Kotak Bluechip Fund 7.9 2.3 1653
JM Large Cap Fund 7.8 2.0 381

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Active Fund 28.0 2.5 36
PGIM India Diversified Equity Fund 21.8 2.5 226
Parag Parikh Long Term Equity Fund 20.9 2.0 4508
IDFC Focused Equity Fund 16.3 2.2 1400
UTI Equity Fund 13.7 2.0 10983
Canara Robeco Equity Diversified Fund 13.6 2.2 2280
Mirae Asset Focused Fund 13.5 1.9 3414
IIFL Focused Equity Fund 13.0 2.3 930
Union Focused Fund 11.3 2.6 180
Principal Focused Multicap Fund 11.0 2.6 393

International Equity Mutual Funds

NAME 1Y% ER% AUM
DSP World Gold Fund 53.6 2.3 830
PGIM India Global Equity Opportunities Fund 53.0 1.5 273
Motilal Oswal Nasdaq 100 FOF 49.1 0.5 1088
Edelweiss Greater China Equity Offshore Fund 47.6 2.4 366
Motilal Oswal NASDAQ 100 Exchange Traded Fund 46.1 0.5 1651
Franklin India Feeder Franklin US Opportunities Fund 35.0 1.6 2259
DSP World Mining Fund 28.0 2.4 47
Aditya Birla Sun Life Global Emerging Opportunities Fund 21.8 1.1 144
DSP US Flexible Equity Fund 19.2 2.4 199
Nippon India US Equity Opportunities Fund 18.6 2.4 197

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Tax Plan 28.6 2.5 15
BOI AXA Tax Advantage Fund 22.1 2.6 299
Canara Robeco Equity Tax Saver Fund 15.6 2.3 1122
Parag Parikh Tax Saver Fund 14.7 2.4 61
Union Long Term Equity Fund 10.9 2.5 272
Mirae Asset Tax Saver Fund 10.5 1.8 4181
Invesco India Tax Plan 9.8 2.3 1113
Aditya Birla Sun Life Tax Relief 96 9.0 1.9 11001
Shriram Long Term Equity Fund 8.9 2.6 28
BNP Paribas Long Term Equity Fund 8.4 2.4 457

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
PGIM India Midcap Opportunities Fund 32.1 2.5 248
Quant Mid Cap Fund 20.2 2.5 12
Taurus Discovery (Midcap) Fund 19.3 2.5 52
DSP Midcap Fund 16.4 1.9 7883
Axis Midcap Fund 15.8 2.1 6307
UTI Mid Cap Fund 15.2 2.2 3880
Invesco India Mid Cap Fund 13.9 2.3 935
Baroda Midcap Fund 13.0 2.5 51
BNP Paribas Midcap Fund 11.9 2.4 727
Motilal Oswal Nifty Midcap 150 Index Fund 11.8 1.0 57

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
Canara Robeco Emerging Equities Fund 14.6 2.0 5878
Axis Growth Opportunities Fund 13.1 2.2 1382
Principal Emerging Bluechip Fund 12.5 2.1 2091
Quant Large and Mid Cap Fund 12.4 2.5 5
Mirae Asset Emerging Bluechip Fund 11.9 1.8 11316
L&T Large and Midcap Fund 9.1 2.3 1199
Kotak Equity Opportunities Fund 8.5 2.0 3637
Edelweiss Large & Mid Cap Fund 8.0 2.5 515
BOI AXA Large & Mid Cap Equity Fund 6.6 2.7 178
Aditya Birla Sun Life Equity Advantage Fund 6.5 2.1 4352

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Banking & Financial Services Fund -8.5 2.1 1525
Invesco India Financial Services Fund -8.6 2.5 201
Tata Banking and Financial Services Fund -9.2 2.6 468
Sundaram Financial Services Opportunities Fund -10.4 2.6 225
Taurus Banking & Financial Services Fund -10.6 2.4 8
IDBI Banking & Financial Services Fund -12.8 2.5 96
Aditya Birla Sun Life Banking & Financial Services Fund -14.2 2.4 1573
Baroda Banking and Financial Services Fund -14.3 2.6 42
LIC MF Banking & Financial Services Fund -15.9 2.6 49
ICICI Prudential Banking and Financial Services Fund -16.3 2.1 2836

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Magnum COMMA Fund 22.1 2.6 258
Taurus Ethical Fund 16.9 2.5 42
DSP Quant Fund 15.0 1.3 287
Aditya Birla Sun Life Manufacturing Equity Fund 13.9 2.6 504
Tata Ethical Fund 13.0 2.5 599
SBI Equity Minimum Variance Fund 10.6 0.7 54
Sundaram Services Fund 9.7 2.3 1152
Quantum India ESG Equity Fund 8.4 1.4 18
Nippon India Quant Fund Retail Plan 5.4 0.7 22
Franklin India Opportunities Fund 4.7 2.5 509

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Small Cap Fund 47.1 2.5 34
BOI AXA Small Cap Fund 36.1 2.6 72
Canara Robeco Small Cap Fund 24.2 2.5 447
Principal Small Cap Fund 23.5 2.5 193
Union Small Cap Fund 22.9 2.5 368
Edelweiss Small Cap Fund 17.1 2.5 503
DSP Small Cap Fund 16.8 2.0 5149
SBI Small Cap Fund 15.6 1.9 5039
Kotak Small Cap Fund 15.3 2.2 1667
Invesco India Smallcap Fund 13.3 2.5 614

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Manufacturing & Infrastructure Fund 14.5 2.5 40
Quant Infrastructure Fund 7.7 2.5 2
Invesco India Infrastructure Fund 7.4 2.5 45
Taurus Infrastructure Fund 5.6 2.5 4
Nippon India ETF Infra BeES 4.3 1.1 11
SBI Infrastructure Fund 1.4 2.6 446
Nippon India Power & Infra Fund -1.1 2.4 1132
Canara Robeco Infrastructure Fund -1.4 2.6 91
Sundaram Infrastructure Advantage Fund -4.2 2.6 443
Tata Infrastructure Fund -6.2 2.6 420

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India Contra Fund 9.4 1.9 5019
Union Value Discovery Fund 7.4 2.5 125
UTI Value Opportunities Fund 6.6 2.0 4406
ICICI Prudential Value Discovery Fund 6.2 1.8 16071
SBI Contra Fund 5.9 2.2 1330
Indiabulls Value Fund 5.3 2.3 16
Nippon India Value Fund 4.1 2.1 2903
L&T India Value Fund 3.7 1.9 6362
Kotak India EQ Contra Fund 3.5 2.5 818
Tata Equity PE Fund 2.8 2.0 4465

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Consumption Fund 27.5 2.5 1
Nippon India Consumption Fund 16.4 2.7 94
BNP Paribas India Consumption Fund 15.2 2.4 558
Canara Robeco Consumer Trends Fund 12.1 2.6 398
Tata India Consumer Fund 11.0 2.3 1162
Nippon India ETF Consumption 10.3 0.4 14
UTI India Consumer Fund 9.3 2.7 260
Mirae Asset Great Consumer Fund 8.5 2.2 1013
ICICI Prudential Bharat Consumption Fund 8.1 2.5 401
Aditya Birla Sun Life India GenNext Fund 5.4 2.4 1551

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
DSP Healthcare Fund 64.2 2.6 708
Mirae Asset Healthcare Fund 58.4 2.4 876
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 56.2 2.4 1849
UTI Healthcare Fund 53.8 2.8 563
SBI Healthcare Opportunities Fund 51.3 2.2 1361
Nippon India Pharma Fund 51.2 2.2 3653
IDBI Healthcare Fund 48.4 2.8 45
Tata India Pharma & HealthCare Fund 42.7 2.6 296
Aditya Birla Sun Life Pharma & Healthcare Fund 40.2 2.7 364

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
Franklin India Technology Fund 26.1 2.6 329
ICICI Prudential Technology Fund 24.0 2.8 545
Aditya Birla Sun Life Digital India Fund 22.8 2.6 540
Tata Digital India Fund 16.4 2.6 461
SBI Technology Opportunities Fund 13.6 2.5 227

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
IDBI Dividend Yield Fund 12.3 2.6 84
Principal Dividend Yield Fund 10.1 2.6 170
Aditya Birla Sun Life Dividend Yield Fund 6.6 2.5 688
UTI Dividend Yield Fund 5.8 2.1 2275
Templeton India Equity Income Fund 0.9 2.4 809
ICICI Prudential Dividend Yield Equity Fund -4.6 2.6 163

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India PSU Equity Fund 6.5 2.5 133
SBI PSU Fund -12.9 2.6 160
CPSE Exchange Traded Fund -25.0 0.0 11181

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Magnum Global Fund 14.0 2.0 3854
ICICI Prudential MNC Fund 11.2 2.5 556
UTI MNC Fund 9.6 2.4 2178
Aditya Birla Sun Life MNC Fund 8.3 2.1 3795

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Resources & Energy Fund 22.3 2.5 38
DSP Natural Resources and New Energy Fund 1.8 2.6 326

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 3.8 15.1 -23.8
Multi Cap Equity Mutual Funds 5.2 28.0 -9.4
International Equity Mutual Funds 13.2 53.6 -27.7
ELSS Equity Mutual Funds 5.1 28.6 -7.3
Mid Cap Equity Mutual Funds 10.7 32.1 0.7
Large MidCap Equity Mutual Funds 5.5 14.6 -5.5
Banking Equity Mutual Funds -18.7 -8.5 -42.5
Thematic Equity Mutual Funds 6.6 22.1 -2.5
Small Cap Equity Mutual Funds 12.5 47.1 -3.8
Infrastructure Equity Mutual Funds -4.7 14.5 -23.9
Value Oriented Equity Mutual Funds 2.3 9.4 -6.6
Consumption Equity Mutual Funds 10.5 27.5 -2.3
Pharma Equity Mutual Funds 51.8 64.2 40.2
Technology Equity Mutual Funds 20.6 26.1 13.6
Dividend Yield Equity Mutual Funds 5.2 12.3 -4.6
PSU Equity Mutual Funds -10.5 6.5 -25.0
MNC Equity Mutual Funds 10.8 14.0 8.3
Energy Equity Mutual Funds 12.0 22.3 1.8

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 2.8 0.3
International Equity Mutual Funds 1.8 2.6 0.5
ELSS Equity Mutual Funds 2.2 2.6 1.7
Mid Cap Equity Mutual Funds 2.0 2.6 0.2
Large MidCap Equity Mutual Funds 2.2 2.7 0.5
Banking Equity Mutual Funds 1.4 2.8 0.1
Thematic Equity Mutual Funds 2.1 2.7 0.2
Small Cap Equity Mutual Funds 2.3 2.6 1.0
Infrastructure Equity Mutual Funds 2.4 2.6 1.1
Value Oriented Equity Mutual Funds 2.2 2.6 1.8
Consumption Equity Mutual Funds 2.3 2.7 0.4
Pharma Equity Mutual Funds 2.5 2.8 2.2
Technology Equity Mutual Funds 2.2 2.8 0.3
Dividend Yield Equity Mutual Funds 2.5 2.6 2.1
PSU Equity Mutual Funds 1.9 2.6 0.0
MNC Equity Mutual Funds 2.2 2.5 2.0
Energy Equity Mutual Funds 2.5 2.6 2.5

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 2755 75911 1
Multi Cap Equity Mutual Funds 3134 29714 23
International Equity Mutual Funds 249 2259 4
ELSS Equity Mutual Funds 2542 21905 15
Mid Cap Equity Mutual Funds 2971 22125 12
Large MidCap Equity Mutual Funds 2067 11316 5
Banking Equity Mutual Funds 1056 5918 1
Thematic Equity Mutual Funds 640 2772 2
Small Cap Equity Mutual Funds 2177 9285 34
Infrastructure Equity Mutual Funds 435 1163 2
Value Oriented Equity Mutual Funds 3131 16071 16
Consumption Equity Mutual Funds 631 1551 1
Pharma Equity Mutual Funds 1079 3653 45
Technology Equity Mutual Funds 334 545 101
Dividend Yield Equity Mutual Funds 698 2275 84
PSU Equity Mutual Funds 2924 11181 133
MNC Equity Mutual Funds 2596 3854 556
Energy Equity Mutual Funds 182 326 38

Appendix

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

Related Content

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.