Best Performing Equity Mutual Funds 13 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

Large Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Bluechip Fund 6.25 1.73 11,824
LIC MF Large Cap Fund 1.59 2.70 329
Canara Robeco Bluechip Equity Fund 0.45 2.47 353
Motilal Oswal Focused 25 Fund -0.19 2.20 1,237
BNP Paribas Large Cap Fund -0.73 2.39 793
JM Large Cap Fund -3.32 2.04 3,154
Sundaram Select Focus Fund -4.11 2.36 1,046
IDBI India Top 100 Equity Fund -4.74 2.56 356
Edelweiss Large Cap Fund -6.32 2.02 174
HSBC Large Cap Equity Fund -6.70 2.48 629
Aditya Birla Sun Life Focused Equity Fund -6.85 2.03 4,205
L&T India Large Cap Fund -6.98 2.59 519
Baroda Large Cap Fund -7.05 2.64 31
IDFC Large Cap Fund -7.42 2.53 446
UTI Mastershare Fund -7.50 2.13 6,246
PGIM India Large Cap Fund -7.51 2.45 309
DSP Top 100 Equity Fund -7.52 2.22 2,469
Invesco India Largecap Fund -7.58 2.81 201
Kotak Bluechip Fund -7.90 2.25 1,446
JM Core 11 Fund -8.29 1.69 54

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Multi Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
IIFL Focused Equity Fund 9.18 2.36 756
Axis Multicap Fund 5.68 1.87 5,852
Axis Focused 25 Fund 4.55 1.85 9,764
SBI Focused Equity Fund 2.95 1.88 8,264
DSP Equity Fund 2.55 2.11 3,523
JM Multicap Fund 1.30 2.13 139
Principal Focused Multicap Fund -0.91 2.47 366
UTI Equity Fund -1.99 2.11 10,499
Canara Robeco Equity Diversified Fund -2.42 2.30 1,772
LIC MF Multicap Fund -3.14 2.60 300
Mahindra Mutual Fund Badhat Yojana -3.84 2.52 311
L&T Focused Equity Fund -4.16 2.49 705
IDFC Focused Equity Fund -4.45 2.16 1,437
DSP Focus Fund -4.96 2.15 1,935
Tata Multicap Fund -5.01 2.18 1,698
Tata Retirement Savings Fund Progressive Plan -5.10 2.42 743
Union Multi Cap Fund -5.70 2.68 318
IDFC Multi Cap Fund -6.11 1.96 5,476
BNP Paribas Multi Cap Fund -6.20 2.40 636
Invesco India Multicap Fund -6.29 2.48 900

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International Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Motilal Oswal NASDAQ 100 Exchange Traded Fund 18.15 0.54 487
Edelweiss Greater China Equity Offshore Fund 14.79 2.34 153
Motilal Oswal Nasdaq 100 FOF 13.09 0.50 245
PGIM India Global Equity Opportunities Fund 10.07 1.11 63
DSP World Gold Fund 9.48 2.41 338
Nippon India US Equity Opportunities Fund 6.52 2.76 103
DSP Global Allocation Fund 2.38 2.22 27
Franklin India Feeder Franklin US Opportunities Fund 1.02 1.61 1,307
Aditya Birla Sun Life International Equity Fund Plan A 0.37 2.58 76
Franklin Asian Equity Fund -0.86 2.60 142
Aditya Birla Sun Life Global Real Estate Fund Retail Plan -1.91 1.28 17
ICICI Prudential US Bluechip Equity Fund -2.02 2.80 498
Kotak Global Emerging Market -2.42 1.18 88
Principal Global Opportunities Fund -2.57 1.44 16
PGIM India Euro Equity Fund -2.62 1.28 3
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund -4.10 2.00 5
ICICI Prudential Global Stable Equity Fund (FOF) -4.84 1.40 89
DSP US Flexible Equity Fund -5.85 2.49 234
Aditya Birla Sun Life Global Emerging Opportunities Fund -5.93 1.13 107
Edelweiss Emerging Markets Opportunities Equity Offshore Fund -6.53 2.28 12

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ELSS Equity Mutual Funds

FUND NAME 1Y% ER% AUM
BOI AXA Tax Advantage Fund 6.22 2.66 280
Axis Long Term Equity Fund 3.60 1.62 21,659
LIC MF Tax Plan -0.88 2.60 272
JM Tax Gain Fund -1.12 2.38 38
BNP Paribas Long Term Equity Fund -1.26 2.44 463
Canara Robeco Equity Tax Saver Fund -2.55 2.30 1,036
Motilal Oswal Long Term Equity Fund -2.60 2.10 1,686
IDBI Equity Advantage Fund -2.97 2.38 536
Shriram Long Term Equity Fund -3.71 2.55 26
Invesco India Tax Plan -4.88 2.32 1,028
UTI Long Term Equity Fund -5.80 2.47 1,295
Union Long Term Equity Fund -6.06 2.65 257
Kotak Tax Saver -6.48 2.47 1,135
Aditya Birla Sun Life Tax Relief 96 -6.92 2.00 10,073
DSP Tax Saver Fund -7.31 1.95 6,096
Edelweiss Long Term Equity Fund (Tax Savings) -7.79 2.39 121
Mirae Asset Tax Saver Fund -7.90 1.93 3,282
Tata India Tax Savings Fund -8.15 2.09 2,060
Taurus Tax Shield Fund -9.34 2.48 61
HSBC Tax Saver Equity Fund -9.84 2.53 150

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Mid Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Midcap Fund 4.18 1.96 5,193
Motilal Oswal Midcap 30 Fund 0.54 2.20 1,888
Invesco India Mid Cap Fund -0.97 2.45 805
DSP Midcap Fund -1.86 1.93 7,458
Mahindra Unnati Emerging Business Yojana -2.12 2.51 507
Nippon India Growth Fund -3.37 2.04 7,154
Taurus Discovery (Midcap) Fund -4.20 2.53 47
Kotak Emerging Equity Fund -4.61 1.87 6,851
PGIM India Midcap Opportunities Fund -4.88 2.51 163
BNP Paribas Midcap Fund -5.00 2.36 748
Tata Midcap Growth Fund -5.11 2.50 838
Edelweiss Mid Cap Fund -7.19 2.23 963
UTI Mid Cap Fund -8.20 2.24 3,768
Baroda Midcap Fund -8.48 2.63 47
L&T Midcap Fund -9.22 1.93 6,213
Sundaram Mid Cap Fund -10.76 1.92 5,952
Franklin India Prima Fund -11.18 1.86 7,475
SBI Magnum Midcap Fund -11.54 1.95 3,579
HDFC MidCap Opportunities Fund -11.82 1.93 22,755
Nippon India ETF Nifty Midcap 150 -12.63 0.31 187

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Large MidCap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
LIC MF Large & Mid Cap Fund 0.08 2.56 657
BOI AXA Large & Mid Cap Equity Fund -2.46 2.87 183
Canara Robeco Emerging Equities Fund -4.23 1.97 5,597
Edelweiss Large & Mid Cap Fund -4.29 2.48 504
Tata Large & Mid Cap Fund -4.39 2.23 1,571
Mirae Asset Emerging Bluechip Fund -4.72 1.78 9,614
Sundaram Large and Mid Cap Fund -5.05 2.23 1,167
Principal Emerging Bluechip Fund -5.16 1.91 2,117
Kotak Equity Opportunities Fund -5.36 2.12 3,168
Invesco India Growth Opportunities Fund -5.95 2.05 2,498
Aditya Birla Sun Life Equity Advantage Fund -6.49 1.98 4,793
DSP Equity Opportunities Fund -7.07 1.93 5,279
SBI Large & Midcap Fund -7.71 2.15 2,906
L&T Large and Midcap Fund -8.25 2.30 1,272
Essel Large & Midcap Fund -9.35 2.30 102
Nippon India Vision Fund -9.49 2.06 2,619
Quant Large and Mid Cap Fund -9.75 2.48 4
IDFC Core Equity Fund -11.77 1.97 2,585
ICICI Prudential Large & Mid Cap Fund -12.18 2.06 3,135
HDFC Growth Opportunities Fund -16.18 2.54 1,320

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Thematic Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Sundaram Services Fund 2.18 2.41 1,293
Taurus Ethical Fund -3.77 2.53 36
SBI Magnum Equity ESG Fund -6.02 2.11 2,637
Tata Ethical Fund -6.91 2.53 556
Mahindra Rural Bharat And Consumption Yojana -8.07 2.08 65
L&T Business Cycles Fund -8.39 2.49 625
Nippon India Quant Fund Retail Plan -9.26 1.01 23
SBI Magnum COMMA Fund -10.30 2.60 229
ICICI Prudential Exports and Services Fund -10.94 2.48 597
ICICI Prudential FMCG Fund -11.07 2.52 527
Aditya Birla Sun Life Manufacturing Equity Fund -12.51 2.55 490
Aditya Birla Sun Life International Equity Fund Plan B -15.11 2.58 77
Franklin India Opportunities Fund -15.47 2.47 515
ICICI Prudential Manufacture in India Fund -18.87 2.26 788
Nippon India ETF Dividend Opportunities -20.09 0.16 2
ICICI Prudential India Opportunities Fund -20.90 2.26 2,190
UTI Transportation and Logistics Fund -26.71 2.51 1,140

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Small Cap Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Small Cap Fund 10.84 1.98 2,507
BOI AXA Small Cap Fund 0.67 2.73 57
Invesco India Smallcap Fund -2.66 2.36 578
SBI Small Cap Fund -4.87 2.20 3,476
Edelweiss Small Cap Fund -6.59 2.48 513
Kotak Small Cap Fund -7.18 2.30 1,633
Union Small Cap Fund -7.19 2.62 336
Tata Small Cap Fund -8.57 2.43 629
ICICI Prudential Smallcap Fund -8.98 2.30 1,153
Canara Robeco Small Cap Fund -11.41 2.56 403
DSP Small Cap Fund -12.77 1.94 5,045
Nippon India Small Cap Fund -15.47 2.14 8,567
IDBI Small Cap Fund -16.11 2.49 124
Sundaram Small Cap Fund -20.15 2.37 1,124
Franklin India Smaller Companies Fund -21.17 1.86 6,627
HSBC Small Cap Equity Fund -22.46 2.56 363
L&T Emerging Businesses Fund -23.44 1.95 5,606
Aditya Birla Sun Life Small Cap Fund -26.49 2.16 2,190
HDFC Small Cap Fund -26.54 2.08 9,154
Quant Small Cap Fund -30.24 2.48 2

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Banking Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Sundaram Financial Services Opportunities Fund 1.28 2.75 235
Tata Banking and Financial Services Fund 0.88 2.60 477
Taurus Banking & Financial Services Fund -0.41 2.46 6
SBI Banking & Financial Services Fund -2.02 2.34 1,532
Baroda Banking and Financial Services Fund -2.07 2.67 47
Invesco India Financial Services Fund -2.52 2.83 207
LIC MF Banking & Financial Services Fund -4.88 2.70 55
IDBI Banking & Financial Services Fund -7.05 2.61 114
Aditya Birla Sun Life Banking & Financial Services Fund -11.15 2.27 1,859
Edelweiss Exchange Traded FundNifty Bank -12.46 0.12 1
SBI ETF Nifty Bank Fund -12.58 0.20 4,002
Kotak Banking ETF Fund Regular -12.61 0.18 7,459
Nippon India ETF Bank BeES -12.63 0.19 6,816
ICICI Prudential Banking and Financial Services Fund -13.23 2.11 3,372
Nippon India Banking Fund -17.09 2.08 2,797
UTI Banking and Financial Services Fund -17.68 2.77 584
Nippon India ETF PSU Bank BeES -52.93 0.49 74
Kotak PSU Bank ETF -53.13 0.49 26

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Infrastructure Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Invesco India Infrastructure Fund -3.09 2.43 42
SBI Infrastructure Fund -9.79 2.59 460
BOI AXA Manufacturing & Infrastructure Fund -9.89 2.53 39
LIC MF Infrastructure Fund -10.00 2.56 51
Taurus Infrastructure Fund -11.22 2.52 4
UTI Infrastructure Fund -12.15 2.28 1,178
Canara Robeco Infrastructure Fund -12.77 2.58 104
Tata Infrastructure Fund -13.57 2.57 469
Nippon India ETF Infra BeES -14.63 1.10 12
Kotak Infrastructure and Economic Reform Fund Standard Plan -16.36 2.51 313
Sundaram Infrastructure Advantage Fund -16.75 2.58 507
DSP T.I.G.E.R. Fund -16.84 2.33 941
Franklin Build India Fund -19.83 2.28 1,083
L&T Infrastructure Fund -19.90 2.15 1,467
Quant Infrastructure Fund -20.35 2.48 1
Nippon India Power & Infra Fund -20.42 2.24 1,145
Aditya Birla Sun Life Infrastructure Fund -22.49 2.56 432
ICICI Prudential Infrastructure Fund -23.18 2.30 1,142
IDFC Infrastructure Fund -26.20 2.36 649
HSBC Infrastructure Equity Fund -33.41 2.62 77

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Value Oriented Equity Mutual Funds

FUND NAME 1Y% ER% AUM
JM Value Fund -6.47 2.53 116
UTI Value Opportunities Fund -7.71 2.21 4,403
Kotak India EQ Contra Fund -9.55 2.45 866
Invesco India Contra Fund -10.23 2.00 4,668
IDBI Long Term Value Fund -11.71 2.56 109
L&T India Value Fund -13.08 1.86 7,041
Nippon India Value Fund -13.43 2.07 2,948
Tata Equity PE Fund -14.34 1.90 4,567
Indiabulls Value Fund -14.51 2.50 17
Union Value Discovery Fund -15.98 2.53 118
ICICI Prudential Value Discovery Fund -16.75 1.81 13,446
SBI Contra Fund -20.32 2.24 1,267
Quantum Long Term Equity Value Fund -22.57 1.79 787
HDFC Capital Builder Value Fund -22.58 2.09 4,010
IDFC Sterling Value Fund -22.99 2.00 2,984
Templeton India Value Fund -24.38 2.52 439
Aditya Birla Sun Life Pure Value Fund -27.66 2.01 3,653

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Consumption Equity Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas India Consumption Fund 7.69 2.44 534
Canara Robeco Consumer Trends Fund -0.28 2.62 392
Aditya Birla Sun Life India GenNext Fund -0.52 2.39 1,507
UTI India Consumer Fund -2.40 2.59 267
Nippon India Consumption Fund -5.05 2.82 88
Mirae Asset Great Consumer Fund -6.90 2.21 986
Sundaram Rural and Consumption Fund -7.23 2.15 1,816
Tata India Consumer Fund -8.31 2.26 1,232
Nippon India ETF Consumption -8.98 0.13 12
SBI Consumption Opportunities Fund -13.13 2.52 661
Quant Consumption Fund -19.79 2.48 1

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Pharma Equity Mutual Funds

FUND NAME 1Y% ER% AUM
DSP Healthcare Fund 8.55 2.61 291
Mirae Asset Healthcare Fund 4.86 2.48 403
IDBI Healthcare Fund 4.00 2.72 30
Tata India Pharma & HealthCare Fund 3.15 2.55 165
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 0.30 2.22 1,191
SBI Healthcare Opportunities Fund -0.24 2.35 953
Nippon India Pharma Fund -1.47 2.15 2,421
UTI Healthcare Fund -2.04 2.55 390

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Dividend Yield Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Principal Dividend Yield Fund -9.99 2.50 170
UTI Dividend Yield Fund -14.63 2.12 2,193
Aditya Birla Sun Life Dividend Yield Fund -15.71 2.53 693
Templeton India Equity Income Fund -17.22 2.28 823
ICICI Prudential Dividend Yield Equity Fund -23.24 2.62 152

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Technology Equity Mutual Funds

FUND NAME 1Y% ER% AUM
SBI Technology Opportunities Fund -7.29 2.62 157
Aditya Birla Sun Life Digital India Fund -7.40 2.52 413
Franklin India Technology Fund -9.33 2.44 244
Tata Digital India Fund -10.56 2.56 371
ICICI Prudential Technology Fund -14.38 2.58 388

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PSU Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Invesco India PSU Equity Fund 1.18 2.54 141
SBI PSU Fund -16.90 2.67 172
CPSE Exchange Traded Fund -35.41 0.01 18,086

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MNC Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Aditya Birla Sun Life MNC Fund -2.59 2.04 3,844
SBI Magnum Global Fund -4.09 2.08 3,643
UTI MNC Fund -7.84 2.40 2,137

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Energy Equity Mutual Funds

FUND NAME 1Y% ER% AUM
Tata Resources & Energy Fund -7.83 2.48 32
DSP Natural Resources and New Energy Fund -32.02 2.48 282

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

CATEGORY NAME AVG MAX MIN
Large Cap Equity Mutual Funds -11.14 6.25 -29.67
Multi Cap Equity Mutual Funds -8.02 9.18 -21.11
International Equity Mutual Funds -6.14 18.15 -38.55
ELSS Equity Mutual Funds -8.82 6.22 -22.26
Mid Cap Equity Mutual Funds -7.74 4.18 -16.51
Large MidCap Equity Mutual Funds -8.29 0.08 -18.12
Thematic Equity Mutual Funds -11.89 2.18 -26.71
Small Cap Equity Mutual Funds -13.04 10.84 -30.24
Banking Equity Mutual Funds -12.90 1.28 -53.13
Infrastructure Equity Mutual Funds -17.47 -3.09 -33.97
Value Oriented Equity Mutual Funds -16.13 -6.47 -27.66
Consumption Equity Mutual Funds -5.90 7.69 -19.79
Pharma Equity Mutual Funds 2.14 8.55 -2.04
Dividend Yield Equity Mutual Funds -16.16 -9.99 -23.24
Technology Equity Mutual Funds -9.79 -7.29 -14.38
PSU Equity Mutual Funds -17.04 1.18 -35.41
MNC Equity Mutual Funds -4.84 -2.59 -7.84
Energy Equity Mutual Funds -19.93 -7.83 -32.02

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

CATEGORY NAME AVG MAX MIN
Large Cap Equity Mutual Funds 2,557 64,464 1
Multi Cap Equity Mutual Funds 3,207 29,460 10
International Equity Mutual Funds 118 1,307 3
ELSS Equity Mutual Funds 2,479 21,659 10
Mid Cap Equity Mutual Funds 3,079 22,755 8
Large MidCap Equity Mutual Funds 2,032 9,614 4
Thematic Equity Mutual Funds 608 2,637 2
Small Cap Equity Mutual Funds 2,196 9,154 2
Banking Equity Mutual Funds 1,368 7,459 1
Infrastructure Equity Mutual Funds 507 1,467 1
Value Oriented Equity Mutual Funds 3,026 13,446 17
Consumption Equity Mutual Funds 666 1,816 1
Pharma Equity Mutual Funds 670 2,421 30
Dividend Yield Equity Mutual Funds 686 2,193 84
Technology Equity Mutual Funds 315 413 157
PSU Equity Mutual Funds 4,653 18,086 141
MNC Equity Mutual Funds 2,555 3,844 595
Energy Equity Mutual Funds 157 282 32

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NOTE: 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.