Best Performing Equity Mutual Funds 15 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
Canara Robeco Bluechip Equity Fund -3.8 2.4 418
Axis Bluechip Fund -4.8 2.0 12717
Motilal Oswal Focused 25 Fund -4.9 2.3 1153
BNP Paribas Large Cap Fund -7.0 2.4 748
JM Large Cap Fund -7.6 2.0 564
Nippon India ETF Shariah BeES -7.8 1.1 3
SBI ETF Quality -8.3 0.5 18
Quant Focused Fund -9.1 2.5 4
IDBI India Top 100 Equity Fund -9.2 2.5 325
LIC MF Large Cap Fund -9.4 2.6 306

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Parag Parikh Long Term Equity Fund -2.1 2.1 2925
Axis Multicap Fund -4.4 1.9 5592
Principal Focused Multicap Fund -5.6 2.6 328
IIFL Focused Equity Fund -6.4 2.3 786
Quant Active Fund -6.9 2.5 9
Canara Robeco Equity Diversified Fund -6.9 2.3 1897
DSP Equity Fund -7.3 2.1 3151
Tata Retirement Savings Fund Progressive Plan -7.8 3.8 689
PGIM India Diversified Equity Fund -7.9 2.5 129
Tata Multicap Fund -8.0 2.7 1547

International Equity Mutual Funds

NAME 1Y% ER% AUM
DSP World Gold Fund 64.6 2.5 465
Motilal Oswal Nasdaq 100 FOF 32.6 0.5 402
Motilal Oswal NASDAQ 100 Exchange Traded Fund 32.1 0.5 718
Edelweiss Greater China Equity Offshore Fund 30.4 1.4 193
PGIM India Global Equity Opportunities Fund 26.8 1.1 83
Franklin India Feeder Franklin US Opportunities Fund 22.0 1.5 1515
ICICI Prudential US Bluechip Equity Fund 12.3 2.6 587
Nippon India US Equity Opportunities Fund 12.0 2.7 122
Aditya Birla Sun Life Global Emerging Opportunities Fund 10.9 1.1 109
DSP Global Allocation Fund 7.9 2.1 29

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Tax Advantage Fund 0.3 2.6 256
Canara Robeco Equity Tax Saver Fund -6.6 2.3 941
Axis Long Term Equity Fund -6.8 1.7 19632
Shriram Long Term Equity Fund -6.9 2.6 24
BNP Paribas Long Term Equity Fund -7.0 2.4 408
Quant Tax Plan -9.0 2.5 9
Invesco India Tax Plan -9.5 2.4 930
IDBI Equity Advantage Fund -9.7 2.4 465
Union Long Term Equity Fund -10.9 2.5 231
Aditya Birla Sun Life Tax Relief 96 -11.3 1.5 9371

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Axis Midcap Fund 1.1 1.9 5098
Quant Mid Cap Fund -2.1 2.5 10
Taurus Discovery (Midcap) Fund -4.3 2.5 45
PGIM India Midcap Opportunities Fund -4.7 2.5 146
DSP Midcap Fund -5.5 1.9 6488
Invesco India Mid Cap Fund -6.6 2.5 747
Mahindra Unnati Emerging Business Yojana -7.1 2.6 447
Baroda Midcap Fund -9.4 2.7 41
BNP Paribas Midcap Fund -9.5 2.4 624
Edelweiss Mid Cap Fund -10.0 2.3 796

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Large and Mid Cap Fund 2.5 2.5 4
Axis Growth Opportunities Fund -2.9 2.5 1047
Mirae Asset Emerging Bluechip Fund -8.7 1.7 8839
BOI AXA Large & Mid Cap Equity Fund -9.3 2.8 160
LIC MF Large & Mid Cap Fund -10.2 2.5 594
Edelweiss Large & Mid Cap Fund -10.5 2.5 443
Kotak Equity Opportunities Fund -10.5 2.1 2980
Canara Robeco Emerging Equities Fund -10.8 1.9 4846
Principal Emerging Bluechip Fund -11.2 2.2 1822
Invesco India Growth Opportunities Fund -11.2 1.9 2282

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
Taurus Ethical Fund -2.6 2.3 37
Tata Ethical Fund -6.1 3.3 527
Aditya Birla Sun Life Manufacturing Equity Fund -9.2 2.6 443
Sundaram Services Fund -9.4 2.4 1010
SBI Magnum COMMA Fund -10.0 2.6 209
ICICI Prudential FMCG Fund -11.0 3.0 495
Nippon India Quant Fund Retail Plan -11.7 1.2 21
SBI Equity Minimum Variance Fund -12.5 0.7 45
ICICI Prudential Exports and Services Fund -14.8 2.8 507
SBI Magnum Equity ESG Fund -15.3 2.3 2324

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Small Cap Fund -4.1 2.7 52
Axis Small Cap Fund -6.1 2.2 2169
Union Small Cap Fund -11.4 2.5 281
Invesco India Smallcap Fund -11.6 2.4 496
Edelweiss Small Cap Fund -12.3 2.5 423
SBI Small Cap Fund -12.6 2.3 3280
Principal Small Cap Fund -14.3 2.4 152
Canara Robeco Small Cap Fund -15.0 2.4 337
Kotak Small Cap Fund -17.3 2.2 1318
Tata Small Cap Fund -19.5 2.7 519

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Banking and Financial Services Fund -20.0 1.9 407
Sundaram Financial Services Opportunities Fund -22.3 2.7 193
Taurus Banking & Financial Services Fund -22.5 2.5 7
Invesco India Financial Services Fund -23.6 2.5 174
Baroda Banking and Financial Services Fund -25.9 2.7 37
SBI Banking & Financial Services Fund -26.0 2.2 1267
LIC MF Banking & Financial Services Fund -26.5 2.6 45
IDBI Banking & Financial Services Fund -27.1 2.5 88
Aditya Birla Sun Life Banking & Financial Services Fund -32.4 2.3 1351
ICICI Prudential Banking and Financial Services Fund -33.7 2.0 2715

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India Infrastructure Fund -5.7 2.3 37
Nippon India ETF Infra BeES -8.4 1.1 11
BOI AXA Manufacturing & Infrastructure Fund -10.8 2.5 34
Taurus Infrastructure Fund -11.6 2.5 3
Canara Robeco Infrastructure Fund -16.1 2.6 87
SBI Infrastructure Fund -16.2 2.6 387
LIC MF Infrastructure Fund -21.1 2.5 41
UTI Infrastructure Fund -21.4 2.4 944
Tata Infrastructure Fund -21.8 3.0 385
Quant Infrastructure Fund -22.8 2.5 1

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India Contra Fund -12.0 2.1 4274
UTI Value Opportunities Fund -13.4 2.3 3763
ICICI Prudential Value Discovery Fund -14.7 2.1 13595
Tata Equity PE Fund -15.7 2.7 4019
Union Value Discovery Fund -16.1 2.5 108
Indiabulls Value Fund -16.7 2.3 15
JM Value Fund -16.7 2.5 95
Kotak India EQ Contra Fund -16.9 2.5 726
IDBI Long Term Value Fund -17.0 2.5 94
L&T India Value Fund -19.8 1.9 5710

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
BNP Paribas India Consumption Fund 2.0 2.4 491
Canara Robeco Consumer Trends Fund -3.9 2.4 351
Nippon India ETF Consumption -4.8 0.1 11
UTI India Consumer Fund -5.4 2.7 235
Nippon India Consumption Fund -6.8 2.7 76
Tata India Consumer Fund -7.0 3.2 1075
Aditya Birla Sun Life India GenNext Fund -8.2 2.5 1335
Quant Consumption Fund -10.7 2.5 1
ICICI Prudential Bharat Consumption Fund -10.8 2.7 420
Mirae Asset Great Consumer Fund -11.2 2.2 865

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
Mirae Asset Healthcare Fund 31.0 2.4 526
DSP Healthcare Fund 30.1 2.5 372
IDBI Healthcare Fund 27.9 2.6 35
Nippon India Pharma Fund 24.5 2.1 2851
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 23.2 2.5 1434
Tata India Pharma & HealthCare Fund 23.2 2.7 220
UTI Healthcare Fund 22.4 2.8 459
SBI Healthcare Opportunities Fund 21.4 2.4 1103

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
IDBI Dividend Yield Fund -5.9 2.4 76
Principal Dividend Yield Fund -11.5 2.6 155
UTI Dividend Yield Fund -13.2 2.3 1987
Aditya Birla Sun Life Dividend Yield Fund -14.4 2.3 600
Templeton India Equity Income Fund -19.6 2.5 699
ICICI Prudential Dividend Yield Equity Fund -26.9 2.9 134

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
Franklin India Technology Fund -3.2 2.4 239
SBI Technology Opportunities Fund -5.2 2.5 157
Aditya Birla Sun Life Digital India Fund -6.6 2.5 375
Tata Digital India Fund -14.5 3.1 338
ICICI Prudential Technology Fund -16.0 2.9 349

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India PSU Equity Fund -3.1 2.5 126
SBI PSU Fund -22.4 2.5 149
CPSE Exchange Traded Fund -36.5 0.0 10827

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Magnum Global Fund -0.7 2.0 3508
UTI MNC Fund -4.9 2.4 1966
Aditya Birla Sun Life MNC Fund -8.7 1.9 3457

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Resources & Energy Fund -3.7 3.6 30
DSP Natural Resources and New Energy Fund -26.8 2.5 269

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

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds -15.3 -3.8 -36.5
Multi Cap Equity Mutual Funds -13.9 -2.1 -30.8
International Equity Mutual Funds 1.5 64.6 -41.4
ELSS Equity Mutual Funds -14.8 0.3 -27.7
Mid Cap Equity Mutual Funds -12.9 1.1 -24.1
Large MidCap Equity Mutual Funds -13.8 2.5 -25.2
Thematic Equity Mutual Funds -14.6 -2.6 -25.6
Small Cap Equity Mutual Funds -20.0 -4.1 -33.2
Banking Equity Mutual Funds -33.0 -20.0 -59.3
Infrastructure Equity Mutual Funds -22.2 -5.7 -39.1
Value Oriented Equity Mutual Funds -19.9 -12.0 -32.8
Consumption Equity Mutual Funds -8.5 2.0 -22.0
Pharma Equity Mutual Funds 25.5 31.0 21.4
Dividend Yield Equity Mutual Funds -15.2 -5.9 -26.9
Technology Equity Mutual Funds -9.1 -3.2 -16.0
PSU Equity Mutual Funds -20.7 -3.1 -36.5
MNC Equity Mutual Funds -4.8 -0.7 -8.7
Energy Equity Mutual Funds -15.2 -3.7 -26.8

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 1.7 2.7 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 2.3 2.7 1.8
Consumption Equity Mutual Funds 2.4 3.2 0.1
Pharma Equity Mutual Funds 2.5 2.8 2.1
Dividend Yield Equity Mutual Funds 2.5 2.9 2.3
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 3.1 3.6 2.5

Category Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 2354 61852 1
Multi Cap Equity Mutual Funds 2824 26049 9
International Equity Mutual Funds 141 1515 2
ELSS Equity Mutual Funds 2191 19632 9
Mid Cap Equity Mutual Funds 2493 18455 10
Large MidCap Equity Mutual Funds 1759 8839 4
Thematic Equity Mutual Funds 554 2324 2
Small Cap Equity Mutual Funds 1689 6995 2
Banking Equity Mutual Funds 1001 5179 1
Infrastructure Equity Mutual Funds 391 1093 1
Value Oriented Equity Mutual Funds 2691 13595 15
Consumption Equity Mutual Funds 569 1440 1
Pharma Equity Mutual Funds 804 2851 35
Dividend Yield Equity Mutual Funds 609 1987 76
Technology Equity Mutual Funds 292 375 157
PSU Equity Mutual Funds 2825 10827 126
MNC Equity Mutual Funds 2369 3508 544
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.