Best Performing Equity Mutual Funds 22 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
Nippon India ETF Shariah BeES -8.1 1.1 3
Canara Robeco Bluechip Equity Fund -9.0 2.6 418
Axis Bluechip Fund -9.7 2.0 12717
JM Large Cap Fund -10.0 2.0 564
SBI ETF Quality -10.2 0.5 18
Motilal Oswal Focused 25 Fund -10.7 2.2 1153
Quant Focused Fund -10.7 2.5 4
BNP Paribas Large Cap Fund -11.5 2.4 748
ICICI Prudential Nifty Low Vol 30 ETF -11.7 0.4 61
UTI Nifty Next 50 Exchange Traded Fund -13.0 0.2 322

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Parag Parikh Long Term Equity Fund -3.0 2.1 2925
Quant Active Fund -9.2 2.5 9
Axis Multicap Fund -9.4 1.9 5592
L&T Focused Equity Fund -10.5 2.5 652
Principal Focused Multicap Fund -11.6 2.6 328
IIFL Focused Equity Fund -11.8 2.3 786
Canara Robeco Equity Diversified Fund -11.9 2.3 1897
PGIM India Diversified Equity Fund -12.1 2.5 129
UTI Equity Fund -12.9 2.1 9193
DSP Equity Fund -13.2 2.1 3151

International Equity Mutual Funds

NAME 1Y% ER% AUM
DSP World Gold Fund 82.2 2.5 465
Edelweiss Greater China Equity Offshore Fund 40.3 1.4 193
Motilal Oswal NASDAQ 100 Exchange Traded Fund 36.5 0.5 718
Motilal Oswal Nasdaq 100 FOF 35.9 0.5 402
PGIM India Global Equity Opportunities Fund 32.8 1.1 83
Franklin India Feeder Franklin US Opportunities Fund 25.7 1.5 1515
Aditya Birla Sun Life Global Emerging Opportunities Fund 18.2 1.1 109
ICICI Prudential US Bluechip Equity Fund 17.3 2.6 587
Nippon India US Equity Opportunities Fund 17.2 2.7 122
DSP World Mining Fund 16.7 2.4 30

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Tax Advantage Fund -6.1 2.6 256
BNP Paribas Long Term Equity Fund -11.4 2.4 408
Quant Tax Plan -11.5 2.5 9
Axis Long Term Equity Fund -11.7 1.7 19632
Shriram Long Term Equity Fund -12.1 2.6 24
Canara Robeco Equity Tax Saver Fund -12.3 2.3 941
IDBI Equity Advantage Fund -14.4 2.4 465
Invesco India Tax Plan -15.5 2.2 930
Union Long Term Equity Fund -15.8 2.5 231
UTI Long Term Equity Fund -16.2 2.5 1140

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Axis Midcap Fund -3.1 1.9 5098
Quant Mid Cap Fund -4.9 2.5 10
Taurus Discovery (Midcap) Fund -8.1 2.5 45
PGIM India Midcap Opportunities Fund -9.3 2.5 146
DSP Midcap Fund -9.3 1.9 6488
Invesco India Mid Cap Fund -11.0 2.5 747
Mahindra Unnati Emerging Business Yojana -11.2 2.5 447
Baroda Midcap Fund -13.2 2.5 41
BNP Paribas Midcap Fund -14.0 2.4 624
UTI Mid Cap Fund -15.1 2.3 3177

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Large and Mid Cap Fund -0.2 2.5 4
Axis Growth Opportunities Fund -6.0 2.5 1047
LIC MF Large & Mid Cap Fund -14.7 2.5 594
BOI AXA Large & Mid Cap Equity Fund -14.9 2.8 160
Mirae Asset Emerging Bluechip Fund -15.0 1.8 8839
Kotak Equity Opportunities Fund -15.4 2.1 2980
Canara Robeco Emerging Equities Fund -15.4 2.0 4846
L&T Large and Midcap Fund -15.8 2.3 1084
Principal Emerging Bluechip Fund -16.2 2.2 1822
Edelweiss Large & Mid Cap Fund -16.3 2.5 443

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
Taurus Ethical Fund -3.5 2.3 37
Tata Ethical Fund -8.0 2.5 527
ICICI Prudential FMCG Fund -10.8 3.0 495
Aditya Birla Sun Life Manufacturing Equity Fund -12.7 2.6 443
SBI Equity Minimum Variance Fund -13.2 0.7 45
Sundaram Services Fund -14.2 2.4 1010
SBI Magnum COMMA Fund -14.6 2.6 209
ICICI Prudential Exports and Services Fund -15.7 2.8 507
Nippon India Quant Fund Retail Plan -15.9 1.2 21
SBI Magnum Equity ESG Fund -20.2 2.3 2324

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Small Cap Fund -8.7 2.7 52
Axis Small Cap Fund -10.3 2.2 2169
Union Small Cap Fund -14.5 2.5 281
SBI Small Cap Fund -15.6 2.2 3280
Principal Small Cap Fund -16.4 2.4 152
Edelweiss Small Cap Fund -17.0 2.5 423
Invesco India Smallcap Fund -17.0 2.6 496
Canara Robeco Small Cap Fund -18.2 2.5 337
Kotak Small Cap Fund -21.2 2.2 1318
Tata Small Cap Fund -21.7 2.5 519

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Banking and Financial Services Fund -29.6 2.6 407
Taurus Banking & Financial Services Fund -31.5 2.5 7
Sundaram Financial Services Opportunities Fund -32.4 2.7 193
Invesco India Financial Services Fund -32.6 2.5 174
SBI Banking & Financial Services Fund -34.3 2.4 1267
LIC MF Banking & Financial Services Fund -34.7 2.6 45
Baroda Banking and Financial Services Fund -36.1 2.5 37
IDBI Banking & Financial Services Fund -36.2 2.5 88
Aditya Birla Sun Life Banking & Financial Services Fund -41.5 2.4 1351
ICICI Prudential Banking and Financial Services Fund -42.6 2.0 2715

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India Infrastructure Fund -11.8 2.4 37
Nippon India ETF Infra BeES -13.6 1.1 11
Taurus Infrastructure Fund -16.2 2.5 3
BOI AXA Manufacturing & Infrastructure Fund -16.3 2.5 34
Canara Robeco Infrastructure Fund -21.7 2.6 87
SBI Infrastructure Fund -21.7 2.6 387
LIC MF Infrastructure Fund -26.8 2.5 41
Quant Infrastructure Fund -27.1 2.5 1
UTI Infrastructure Fund -27.2 2.4 944
Tata Infrastructure Fund -27.5 2.6 385

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Value Discovery Fund -14.7 2.1 13595
Invesco India Contra Fund -15.8 2.1 4274
UTI Value Opportunities Fund -16.1 2.3 3763
Union Value Discovery Fund -19.8 2.5 108
Tata Equity PE Fund -20.1 2.0 4019
IDBI Long Term Value Fund -20.5 2.5 94
Kotak India EQ Contra Fund -20.8 2.5 726
JM Value Fund -21.3 2.5 95
Indiabulls Value Fund -21.6 2.3 15
L&T India Value Fund -24.2 1.9 5710

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
BNP Paribas India Consumption Fund -2.4 2.4 491
Nippon India ETF Consumption -6.3 0.1 11
Nippon India Consumption Fund -7.9 2.7 76
UTI India Consumer Fund -8.7 2.7 235
Canara Robeco Consumer Trends Fund -9.8 2.6 351
Tata India Consumer Fund -11.0 2.3 1075
Quant Consumption Fund -11.2 2.5 1
ICICI Prudential Bharat Consumption Fund -12.2 2.7 420
Aditya Birla Sun Life India GenNext Fund -13.3 2.5 1335
Mirae Asset Great Consumer Fund -15.7 2.3 865

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
Mirae Asset Healthcare Fund 34.9 2.5 526
IDBI Healthcare Fund 30.5 2.6 35
DSP Healthcare Fund 30.0 2.5 372
Nippon India Pharma Fund 29.2 2.1 2851
UTI Healthcare Fund 27.0 2.8 459
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 26.7 2.5 1434
SBI Healthcare Opportunities Fund 26.2 2.3 1103
Tata India Pharma & HealthCare Fund 25.8 2.6 220

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
IDBI Dividend Yield Fund -6.9 2.4 76
Principal Dividend Yield Fund -14.1 2.6 155
UTI Dividend Yield Fund -14.8 2.3 1987
Aditya Birla Sun Life Dividend Yield Fund -17.1 2.6 600
Templeton India Equity Income Fund -20.5 2.4 699
ICICI Prudential Dividend Yield Equity Fund -27.1 2.9 134

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
Franklin India Technology Fund 0.3 2.4 239
SBI Technology Opportunities Fund -0.4 2.7 157
Aditya Birla Sun Life Digital India Fund -4.1 2.6 375
Tata Digital India Fund -10.5 2.6 338
ICICI Prudential Technology Fund -12.1 2.9 349

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India PSU Equity Fund -10.1 2.4 126
SBI PSU Fund -29.2 2.7 149
CPSE Exchange Traded Fund -41.2 0.0 10827

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Magnum Global Fund -4.8 2.1 3508
UTI MNC Fund -9.0 2.4 1966
Aditya Birla Sun Life MNC Fund -12.9 2.1 3457

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Resources & Energy Fund -8.0 2.5 30
DSP Natural Resources and New Energy Fund -29.1 2.5 269

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

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds -19.7 -8.1 -41.8
Multi Cap Equity Mutual Funds -18.3 -3.0 -36.4
International Equity Mutual Funds 7.8 82.2 -30.0
ELSS Equity Mutual Funds -19.5 -6.1 -34.4
Mid Cap Equity Mutual Funds -17.0 -3.1 -28.0
Large MidCap Equity Mutual Funds -18.4 -0.2 -29.2
Thematic Equity Mutual Funds -17.7 -3.5 -28.8
Small Cap Equity Mutual Funds -23.6 -8.7 -37.7
Banking Equity Mutual Funds -41.8 -29.6 -65.6
Infrastructure Equity Mutual Funds -27.4 -11.8 -46.4
Value Oriented Equity Mutual Funds -23.5 -14.7 -36.3
Consumption Equity Mutual Funds -11.6 -2.4 -22.1
Pharma Equity Mutual Funds 28.8 34.9 25.8
Dividend Yield Equity Mutual Funds -16.7 -6.9 -27.1
Technology Equity Mutual Funds -5.4 0.3 -12.1
PSU Equity Mutual Funds -26.9 -10.1 -41.2
MNC Equity Mutual Funds -8.9 -4.8 -12.9
Energy Equity Mutual Funds -18.5 -8.0 -29.1

Avg/Max/Min Expense Ratio (%) For Each Category

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 1.0 2.7 0.0
Multi Cap Equity Mutual Funds 2.2 2.9 0.3
International Equity Mutual Funds 1.7 2.7 0.5
ELSS Equity Mutual Funds 2.2 2.6 1.7
Mid Cap Equity Mutual Funds 2.0 2.8 0.2
Large MidCap Equity Mutual Funds 2.2 2.8 0.5
Thematic Equity Mutual Funds 2.1 3.0 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 2.6 1.1
Value Oriented Equity Mutual Funds 2.2 2.5 1.8
Consumption Equity Mutual Funds 2.3 2.7 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 2.9 2.4
PSU Equity Mutual Funds 1.7 2.7 0.0
MNC Equity Mutual Funds 2.3 2.7 2.1
Energy Equity Mutual Funds 2.5 2.5 2.5

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

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.