Top Performing Equity Mutual Funds-Best Equity Mutual Funds for Long Term Lumpsum Investment

Best Performing Equity Mutual Funds (Updated On 19-Dec-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 34.9 1.0 5
Nippon India ETF NV20 24.6 0.4 27
SBI ETF Quality 24.4 No Data 22
ICICI Prudential NV20 ETF 23.3 0.2 9
Kotak NV 20 ETF 23.1 0.1 13
ICICI Prudential Nifty Low Vol 30 ETF 22.6 0.4 199
Edelweiss ETF Nifty 100 Quality 30 21.2 0.3 11
Quant Focused Fund 20.4 2.5 6
Canara Robeco Bluechip Equity Fund 20.4 2.3 1122
Axis Bluechip Fund 16.7 1.7 20480

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Active Fund 40.7 2.5 99
PGIM India Diversified Equity Fund 34.5 2.6 398
Parag Parikh Long Term Equity Fund 31.5 2.0 5757
UTI Equity Fund 28.9 1.8 13546
ICICI Prudential Focused Equity Fund 24.3 2.5 894
IIFL Focused Equity Fund 23.5 2.2 1210
Canara Robeco Equity Diversified Fund 20.2 2.1 2784
Mirae Asset Focused Fund 19.2 1.9 4173
Axis Focused 25 Fund 18.7 2.0 13359
Union Multi Cap Fund 18.7 2.6 415

International Equity Mutual Funds

NAME 1Y% ER% AUM
PGIM India Global Equity Opportunities Fund 74.6 2.7 510
Edelweiss Greater China Equity Offshore Fund 55.6 2.4 610
Motilal Oswal Nasdaq 100 FOF 55.3 0.5 1485
Motilal Oswal NASDAQ 100 Exchange Traded Fund 54.3 0.5 2337
Franklin India Feeder Franklin US Opportunities Fund 47.1 1.6 2545
DSP World Gold Fund 45.6 2.4 805
DSP World Mining Fund 41.6 2.2 54
Kotak Global Emerging Market 31.5 1.7 107
Aditya Birla Sun Life Global Emerging Opportunities Fund 27.4 1.1 159
HSBC Global Emerging Markets Fund 25.9 2.4 14

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Tax Plan 44.0 2.5 23
BOI AXA Tax Advantage Fund 29.8 2.6 351
Parag Parikh Tax Saver Fund 26.5 2.4 85
Canara Robeco Equity Tax Saver Fund 24.9 2.2 1333
Mirae Asset Tax Saver Fund 19.7 1.8 5044
Union Long Term Equity Fund 19.2 2.5 299
UTI Long Term Equity Fund 19.0 2.1 1558
Axis Long Term Equity Fund 18.6 1.7 25618
IDFC Tax Advantage (ELSS) Fund 18.2 2.0 2512
SBI Long Term Equity Fund 17.2 1.9 8185

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
PGIM India Midcap Opportunities Fund 49.2 2.7 471
Quant Mid Cap Fund 41.4 2.5 20
Baroda Midcap Fund 32.9 2.5 54
UTI Mid Cap Fund 32.2 2.0 4491
SBI Magnum Midcap Fund 29.2 2.0 4113
Edelweiss Mid Cap Fund 26.7 2.2 1023
Motilal Oswal Nifty Midcap 150 Index Fund 26.6 1.0 78
Nippon India ETF Nifty Midcap 150 26.6 0.2 198
Taurus Discovery (Midcap) Fund 25.9 2.6 59
Invesco India Mid Cap Fund 25.1 2.4 1142

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Large and Mid Cap Fund 28.0 2.5 6
Axis Growth Opportunities Fund 23.6 2.1 1907
Canara Robeco Emerging Equities Fund 22.8 1.9 6880
Principal Emerging Bluechip Fund 21.8 2.1 2324
Mirae Asset Emerging Bluechip Fund 21.6 1.8 13405
Union Large & Midcap Fund 21.5 2.6 209
ICICI Prudential Midcap Select ETF 20.0 0.5 23
Aditya Birla Sun Life Equity Advantage Fund 16.6 2.0 4761
Kotak Equity Opportunities Fund 16.6 2.0 4365
BOI AXA Large & Mid Cap Equity Fund 16.3 2.7 187

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Banking & Financial Services Fund 3.0 2.3 1997
Tata Banking and Financial Services Fund 1.3 2.6 597
Sundaram Financial Services Opportunities Fund 0.7 2.6 278
Invesco India Financial Services Fund 0.1 2.8 265
Aditya Birla Sun Life Banking & Financial Services Fund -0.3 2.3 1910
Taurus Banking & Financial Services Fund -0.5 2.4 10
IDBI Banking & Financial Services Fund -1.7 2.5 109
Baroda Banking and Financial Services Fund -2.9 2.7 52
LIC MF Banking & Financial Services Fund -3.8 2.6 58
Aditya Birla Sun Life Banking ETF -5.2 0.2 110

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Small Cap Fund 75.4 2.4 71
BOI AXA Small Cap Fund 54.2 2.7 92
Canara Robeco Small Cap Fund 41.1 2.5 572
DSP Small Cap Fund 36.6 1.9 5791
Principal Small Cap Fund 36.0 2.6 238
Kotak Small Cap Fund 34.8 2.1 2154
Edelweiss Small Cap Fund 34.6 2.4 585
SBI Small Cap Fund 32.6 1.9 6202
Union Small Cap Fund 31.0 2.6 387
Nippon India Small Cap Fund 30.0 1.8 10398

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Commodities Fund 38.5 2.3 71
Kotak Pioneer Fund 32.3 2.2 768
SBI Magnum COMMA Fund 26.4 2.6 273
Taurus Ethical Fund 26.4 2.4 47
Tata Ethical Fund 24.3 2.5 671
DSP Quant Fund 24.3 1.3 501
Aditya Birla Sun Life Manufacturing Equity Fund 24.2 2.6 519
Franklin India Opportunities Fund 23.5 2.5 576
SBI Equity Minimum Variance Fund 23.5 0.7 62
ICICI Prudential Exports and Services Fund 16.6 2.6 572

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Infrastructure Fund 29.6 2.5 2
BOI AXA Manufacturing & Infrastructure Fund 29.0 2.5 39
Invesco India Infrastructure Fund 17.7 2.6 59
Taurus Infrastructure Fund 13.3 2.5 4
Nippon India ETF Infra BeES 13.1 1.1 12
Nippon India Power & Infra Fund 12.5 2.3 1163
Aditya Birla Sun Life Infrastructure Fund 11.3 2.6 392
HSBC Infrastructure Equity Fund 10.8 2.6 78
Tata Infrastructure Fund 10.1 2.6 464
Sundaram Infrastructure Advantage Fund 8.4 2.6 467

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Contra Fund 29.9 2.2 1490
ICICI Prudential Value Discovery Fund 21.9 1.9 16610
Invesco India Contra Fund 19.9 2.1 5609
UTI Value Opportunities Fund 18.1 2.0 4931
Union Value Discovery Fund 16.8 2.5 126
IDFC Sterling Value Fund 15.9 2.1 2893
Nippon India Value Fund 15.3 2.0 3160
Aditya Birla Sun Life Pure Value Fund 15.2 2.1 4091
Indiabulls Value Fund 14.9 2.3 16
Kotak India EQ Contra Fund 14.1 2.4 861

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Consumption Fund 46.1 2.5 3
Nippon India Consumption Fund 24.8 2.7 101
Tata India Consumer Fund 20.5 2.3 1186
Nippon India ETF Consumption 19.7 0.4 14
Canara Robeco Consumer Trends Fund 19.1 2.6 460
BNP Paribas India Consumption Fund 17.1 2.4 613
UTI India Consumer Fund 14.7 2.6 276
SBI Consumption Opportunities Fund 14.0 2.5 621
Aditya Birla Sun Life India GenNext Fund 13.5 2.3 1739
Sundaram Rural and Consumption Fund 13.3 2.3 1508

Environmental, Social and Governance Equity Mutual Funds

NAME 1Y% ER% AUM
Quantum India ESG Equity Fund 24.1 1.6 25
SBI Magnum Equity ESG Fund 12.0 2.1 3107

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
DSP Healthcare Fund 77.6 2.3 956
Mirae Asset Healthcare Fund 72.0 2.3 1097
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 69.9 2.4 2023
UTI Healthcare Fund 66.5 2.5 610
Nippon India Pharma Fund 64.7 2.1 4151
SBI Healthcare Opportunities Fund 63.7 2.3 1512
Tata India Pharma & HealthCare Fund 61.7 2.6 384
IDBI Healthcare Fund 57.9 2.7 64
Aditya Birla Sun Life Pharma & Healthcare Fund 52.5 2.7 434

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Technology Fund 61.8 2.6 938
Aditya Birla Sun Life Digital India Fund 51.9 2.7 735
Franklin India Technology Fund 51.8 2.6 418
Tata Digital India Fund 44.4 2.5 673
SBI Technology Opportunities Fund 40.8 2.6 367

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
IDBI Dividend Yield Fund 23.4 2.6 86
Templeton India Equity Income Fund 22.2 2.4 873
Principal Dividend Yield Fund 19.1 2.6 180
UTI Dividend Yield Fund 18.3 2.1 2388
Aditya Birla Sun Life Dividend Yield Fund 16.5 2.5 714
ICICI Prudential Dividend Yield Equity Fund 13.4 2.7 171

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India PSU Equity Fund 8.4 2.6 152
SBI PSU Fund -7.3 2.6 184
CPSE Exchange Traded Fund -7.6 0.0 11374

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential MNC Fund 27.3 2.5 539
SBI Magnum Global Fund 20.0 2.1 4131
UTI MNC Fund 11.8 2.1 2221
Aditya Birla Sun Life MNC Fund 8.0 2.1 3936

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Resources & Energy Fund 31.8 2.6 43
DSP Natural Resources and New Energy Fund 14.0 2.6 372

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 13.6 34.9 -6.0
Multi Cap Equity Mutual Funds 14.0 40.7 -0.4
International Equity Mutual Funds 20.9 74.6 -19.7
ELSS Equity Mutual Funds 14.7 44.0 0.5
Mid Cap Equity Mutual Funds 24.7 49.2 9.1
Large MidCap Equity Mutual Funds 15.7 28.0 7.4
Banking Equity Mutual Funds -6.1 3.0 -30.2
Small Cap Equity Mutual Funds 30.3 75.4 15.6
Thematic Equity Mutual Funds 19.3 38.5 9.1
Infrastructure Equity Mutual Funds 9.3 29.6 -8.5
Value Oriented Equity Mutual Funds 15.7 29.9 10.7
Consumption Equity Mutual Funds 18.7 46.1 10.7
Environmental, Social and Governance Equity Mutual Funds 18.1 24.1 12.0
Pharma Equity Mutual Funds 65.2 77.6 52.5
Technology Equity Mutual Funds 50.1 61.8 40.8
Dividend Yield Equity Mutual Funds 18.8 23.4 13.4
PSU Equity Mutual Funds -2.2 8.4 -7.6
MNC Equity Mutual Funds 16.8 27.3 8.0
Energy Equity Mutual Funds 22.9 31.8 14.0

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 1.0 2.6 0.0
Multi Cap Equity Mutual Funds 2.2 2.7 0.3
International Equity Mutual Funds 1.9 2.7 0.5
ELSS Equity Mutual Funds 2.2 2.6 1.7
Mid Cap Equity Mutual Funds 2.0 2.7 0.2
Large MidCap Equity Mutual Funds 2.2 2.7 0.5
Banking Equity Mutual Funds 1.4 2.8 0.1
Small Cap Equity Mutual Funds 2.2 2.7 1.0
Thematic Equity Mutual Funds 2.1 2.6 0.2
Infrastructure Equity Mutual Funds 2.4 2.7 1.1
Value Oriented Equity Mutual Funds 2.2 2.6 1.8
Consumption Equity Mutual Funds 2.2 2.7 0.4
Environmental, Social and Governance Equity Mutual Funds 1.6 2.4 0.3
Pharma Equity Mutual Funds 2.4 2.7 2.1
Technology Equity Mutual Funds 1.9 2.7 0.2
Dividend Yield Equity Mutual Funds 2.5 2.7 2.1
PSU Equity Mutual Funds 1.9 2.6 0.0
MNC Equity Mutual Funds 2.2 2.5 2.1
Energy Equity Mutual Funds 2.6 2.6 2.6

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 2945 81195 1
Multi Cap Equity Mutual Funds 3358 32441 23
International Equity Mutual Funds 346 2545 4
ELSS Equity Mutual Funds 2858 25618 23
Mid Cap Equity Mutual Funds 3369 24215 20
Large MidCap Equity Mutual Funds 2290 13405 6
Banking Equity Mutual Funds 1181 7031 1
Small Cap Equity Mutual Funds 2373 10398 38
Thematic Equity Mutual Funds 517 2734 2
Infrastructure Equity Mutual Funds 463 1178 2
Value Oriented Equity Mutual Funds 3331 16610 16
Consumption Equity Mutual Funds 659 1739 3
Environmental, Social and Governance Equity Mutual Funds 969 3107 13
Pharma Equity Mutual Funds 1248 4151 64
Technology Equity Mutual Funds 657 1321 38
Dividend Yield Equity Mutual Funds 735 2388 86
PSU Equity Mutual Funds 3014 11374 152
MNC Equity Mutual Funds 2707 4131 539
Energy Equity Mutual Funds 208 372 43

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.