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

Best Performing Equity Mutual Funds (Updated On 16-Oct-2021)

Best Performing Equity Mutual Funds 15 Oct 2021

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
BHARAT 22 ETF 100.8 0.1 8296
ICICI Prudential BHARAT 22 FOF 99.9 0.1 44
DSP Equal Nifty 50 Fund 74.3 0.8 254
SBI ETF Sensex Next 50 72.8 0.1 6
UTI S&P BSE Sensex Next 50 ETF 72.5 0.2 5
Nippon India ETF Sensex Next 50 72.2 0.2 19
Nippon India Large Cap Fund 71.3 1.8 11332
Quant Focused Fund 69.8 2.3 45
Sundaram Smart NIFTY 100 Equal Weight Fund 69.2 0.9 37
Principal Nifty 100 Equal Weight Fund 69.1 1.0 29

Flexi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Franklin India Focused Equity Fund 82.7 1.9 7836
ICICI Prudential India Equity FOF 81.5 1.5 39
Nippon India Focused Equity Fund 80.3 2.0 5818
HDFC Flexi Cap Fund 79.6 1.7 26773
Franklin India Flexi Cap Fund 78.8 1.9 10214
HDFC Focused 30 Fund 74.3 2.5 838
HDFC Retirement Savings Fund Equity Plan 72.9 2.2 1922
PGIM India Flexi Cap Fund 72.5 2.3 2416
JM Flexicap Fund 72.3 2.5 189
BOI AXA Flexi Cap Fund 72.0 2.7 139

International Equity Mutual Funds

NAME 1Y% ER% AUM
DSP World Energy Fund 53.1 2.1 154
Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan 47.9 1.8 15
Principal Global Opportunities Fund 40.4 1.4 37
DSP World Mining Fund 36.6 2.1 155
Invesco India Feeder Invesco Pan European Equity Fund 35.9 0.7 28
Edelweiss US Value Equity Offshore Fund 34.0 2.4 74
ICICI Prudential US Bluechip Equity Fund 33.9 2.3 1799
Invesco India Feeder Invesco Global Equity Income Fund 33.8 1.1 10
Edelweiss Europe Dynamic Equity Offshore Fund 32.2 2.4 140
Edelweiss ASEAN Equity Offshore Fund 30.4 2.4 58

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Tax Plan 98.2 2.3 433
IDFC Tax Advantage (ELSS) Fund 84.0 1.9 3439
Franklin India Taxshield Fund 75.3 1.9 5021
Nippon India Tax Saver (ELSS) Fund 74.0 1.8 12467
ICICI Prudential Long Term Equity Fund (Tax Saving) 70.3 2.0 10029
Baroda ELSS 96 Fund 70.2 2.6 218
BOI AXA Tax Advantage Fund 69.9 2.5 517
DSP Tax Saver Fund 69.6 1.8 9756
Mahindra Manulife ELSS Kar Bachat Yojana 69.3 2.4 420
JM Tax Gain Fund 68.8 2.4 65

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
PGIM India Midcap Opportunities Fund 96.1 2.2 3060
Motilal Oswal Midcap 100 Exchange Traded Fund 93.2 0.2 80
Quant Mid Cap Fund 90.8 2.3 189
Baroda Midcap Fund 89.1 2.8 76
Nippon India ETF Nifty Midcap 150 88.9 0.2 451
ICICI Prudential Midcap 150 ETF 88.9 0.2 81
SBI Magnum Midcap Fund 88.6 1.9 6252
Mirae Asset Midcap Fund 88.2 1.9 6485
Nippon India Growth Fund 88.1 1.9 11839
Edelweiss Mid Cap Fund 88.0 2.1 1707

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Commodities Fund 140.8 2.6 686
ICICI Prudential India Opportunities Fund 108.0 2.1 4299
Edelweiss Recently Listed IPO Fund 91.2 2.4 805
ICICI Prudential Thematic Advantage Fund (FOF) 88.1 1.1 81
SBI Magnum COMMA Fund 87.1 2.6 468
ICICI Prudential Manufacturing Fund 84.9 2.5 616
Sundaram Services Fund 82.5 2.3 1843
HDFC Housing Opportunities Fund 72.3 2.2 1618
Franklin India Opportunities Fund 70.1 2.5 703
Kotak Pioneer Fund 66.8 2.1 1419

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
Nippon India ETF PSU Bank BeES 107.4 0.5 266
Kotak PSU Bank ETF 107.0 0.5 137
Nippon India Banking & Financial Services Fund 81.8 2.1 3144
Aditya Birla Sun Life Banking & Financial Services Fund 71.3 2.2 2183
ICICI Prudential Banking and Financial Services Fund 70.2 2.0 5101
Edelweiss Exchange Traded FundNifty Bank 65.3 0.1 1
UTI Bank Exchange Traded Fund 65.1 0.2 27
ICICI Prudential Bank ETF 65.1 0.2 2668
SBI ETF Nifty Bank Fund 65.1 0.2 5430
Aditya Birla Sun Life Banking ETF 65.1 0.2 134

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Small Cap Fund 125.1 1.8 1158
Kotak Small Cap Fund 111.4 2.0 5969
L&T Emerging Businesses Fund 109.4 1.9 7594
Nippon India Small Cap Fund 107.4 1.8 17282
Principal Small Cap Fund 104.6 2.5 473
Canara Robeco Small Cap Fund 104.0 2.3 1622
HDFC Small Cap Fund 102.5 1.8 13411
ICICI Prudential Smallcap Fund 102.1 2.2 3187
Tata Small Cap Fund 100.3 2.2 1637
HSBC Small Cap Equity Fund 99.9 2.5 337

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Large & Mid Cap Fund 84.9 2.1 3825
HDFC Large and Mid Cap Fund 82.8 2.3 3262
UTI Core Equity Fund 79.6 2.5 1196
Franklin India Equity Advantage Fund 79.1 2.1 2871
Mahindra Manulife Top 250 Nivesh Yojana 77.0 2.6 443
Axis Growth Opportunities Fund 73.9 2.0 4680
Quant Large and Mid Cap Fund 73.1 2.3 27
Principal Emerging Bluechip Fund 72.7 2.0 3123
Mirae Asset Emerging Bluechip Fund 72.0 1.7 21263
Motilal Oswal Large and Midcap Fund 71.0 2.5 852

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
IDFC Sterling Value Fund 100.1 2.0 4116
Templeton India Value Fund 92.4 2.5 608
SBI Contra Fund 90.2 2.1 2974
Nippon India Value Fund 76.2 2.0 4327
JM Value Fund 73.4 2.5 160
ICICI Prudential Value Discovery Fund 72.0 1.8 22746
Aditya Birla Sun Life Pure Value Fund 70.7 2.1 4387
L&T India Value Fund 68.3 1.9 7903
Union Value Discovery Fund 62.8 2.6 137
IDBI Long Term Value Fund 62.6 2.6 111

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Infrastructure Fund 126.6 2.3 85
ICICI Prudential Infrastructure Fund 113.6 2.3 1680
IDFC Infrastructure Fund 108.5 2.5 650
HSBC Infrastructure Equity Fund 103.2 2.6 112
Aditya Birla Sun Life Infrastructure Fund 102.1 2.6 570
HDFC Infrastructure Fund 97.4 2.6 609
Franklin Build India Fund 97.1 2.3 1123
DSP T.I.G.E.R. Fund 96.0 2.3 1255
Tata Infrastructure Fund 95.0 2.6 749
Kotak Infrastructure and Economic Reform Fund Standard Plan 93.2 2.5 454

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
Mirae Asset Healthcare Fund 36.1 2.1 1885
Nippon India Pharma Fund 34.9 1.9 5474
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 32.9 2.0 3074
DSP Healthcare Fund 32.0 2.2 1490
UTI Healthcare Fund 31.2 2.4 880
Tata India Pharma & HealthCare Fund 30.9 2.7 590
Aditya Birla Sun Life Pharma & Healthcare Fund 30.7 2.6 615
SBI Healthcare Opportunities Fund 29.4 2.1 2001
IDBI Healthcare Fund 28.0 2.6 80

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Consumption Fund 100.0 2.3 34
SBI Consumption Opportunities Fund 74.9 2.5 809
Nippon India Consumption Fund 69.0 2.6 175
Aditya Birla Sun Life India GenNext Fund 65.2 2.2 2489
Canara Robeco Consumer Trends Fund 62.5 2.6 726
Mirae Asset Great Consumer Fund 61.0 2.2 1552
BNP Paribas India Consumption Fund 59.1 2.3 871
Tata India Consumer Fund 58.4 2.3 1352
UTI India Consumer Fund 56.3 2.7 348
ICICI Prudential Bharat Consumption Fund 51.5 2.5 274

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Active Fund 93.3 1.8 1189
Nippon India Multi Cap Fund 88.4 1.9 11079
Mahindra Manulife Multi Cap Badhat Yojana 84.8 2.4 783
Baroda Multi Cap Fund 80.9 2.5 1156
ICICI Prudential Multicap Fund 74.5 2.0 6462
Principal Multi Cap Growth Fund 72.4 2.4 851
Invesco India Multicap Fund 70.6 2.2 1668
BNP Paribas Multi Cap Fund 70.0 2.4 598
Sundaram Equity Fund 64.1 2.5 829
ITI Multi Cap Fund 56.3 2.6 316

Environmental, Social and Governance Equity Mutual Funds

NAME 1Y% ER% AUM
Quantum India ESG Equity Fund 59.6 1.7 53
SBI Magnum Equity ESG Fund 56.6 2.1 4310
Axis ESG Equity Fund 55.9 2.1 2139
ICICI Prudential ESG Fund 42.9 2.1 1929

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Technology Fund 88.3 2.2 6319
Tata Digital India Fund 82.5 2.1 3469
Aditya Birla Sun Life Digital India Fund 82.4 2.2 2536
SBI Technology Opportunities Fund 72.2 2.3 1701
Nippon India ETF Nifty IT 63.4 0.2 1181
ICICI Prudential IT ETF 63.2 0.2 2974
Franklin India Technology Fund 49.5 2.5 718

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Dividend Yield Equity Fund 88.1 2.8 499
Templeton India Equity Income Fund 75.7 2.3 1196
UTI Dividend Yield Fund 65.3 2.1 3226
Aditya Birla Sun Life Dividend Yield Fund 61.7 2.4 866
Principal Dividend Yield Fund 58.8 2.6 238
IDBI Dividend Yield Fund 53.2 2.5 101

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
CPSE Exchange Traded Fund 104.0 0.0 16666
Aditya Birla Sun Life PSU Equity Fund 87.2 2.4 843
SBI PSU Fund 75.3 2.5 408
Invesco India PSU Equity Fund 72.6 2.6 337

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential MNC Fund 65.8 2.7 866
SBI Magnum Global Fund 53.9 2.0 5353
UTI MNC Fund 41.1 2.1 2635
Aditya Birla Sun Life MNC Fund 32.4 2.0 4112

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
DSP Natural Resources and New Energy Fund 102.7 2.4 735
Tata Resources & Energy Fund 87.2 2.7 140

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 56.6 100.8 41.1
Flexi Cap Equity Mutual Funds 60.4 82.7 33.2
International Equity Mutual Funds 23.7 53.1 -15.7
ELSS Equity Mutual Funds 61.4 98.2 35.0
Mid Cap Equity Mutual Funds 80.8 96.1 58.0
Thematic Equity Mutual Funds 68.8 140.8 41.9
Banking Equity Mutual Funds 65.8 107.4 52.8
Small Cap Equity Mutual Funds 97.7 125.1 73.6
Large MidCap Equity Mutual Funds 68.2 84.9 48.6
Value Oriented Equity Mutual Funds 68.9 100.1 50.4
Infrastructure Equity Mutual Funds 91.8 126.6 69.3
Pharma Equity Mutual Funds 31.8 36.1 28.0
Consumption Equity Mutual Funds 63.2 100.0 49.4
Multi Cap Equity Mutual Funds 75.5 93.3 56.3
Environmental, Social and Governance Equity Mutual Funds 53.7 59.6 42.9
Technology Equity Mutual Funds 71.6 88.3 49.5
Dividend Yield Equity Mutual Funds 67.1 88.1 53.2
PSU Equity Mutual Funds 84.8 104.0 72.6
MNC Equity Mutual Funds 48.3 65.8 32.4
Energy Equity Mutual Funds 94.9 102.7 87.2

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 1.0 2.8 0.1
Flexi Cap Equity Mutual Funds 2.1 2.7 0.3
International Equity Mutual Funds 1.8 2.8 0.4
ELSS Equity Mutual Funds 2.2 2.6 1.5
Mid Cap Equity Mutual Funds 1.9 2.8 0.2
Thematic Equity Mutual Funds 2.0 2.7 0.2
Banking Equity Mutual Funds 1.2 2.8 0.1
Small Cap Equity Mutual Funds 2.1 2.7 1.0
Large MidCap Equity Mutual Funds 2.1 2.7 0.2
Value Oriented Equity Mutual Funds 2.1 2.6 1.7
Infrastructure Equity Mutual Funds 2.4 2.8 1.1
Pharma Equity Mutual Funds 1.7 2.7 0.2
Consumption Equity Mutual Funds 2.2 2.7 0.4
Multi Cap Equity Mutual Funds 2.2 2.6 1.8
Environmental, Social and Governance Equity Mutual Funds 1.8 2.3 0.4
Technology Equity Mutual Funds 1.2 2.5 0.2
Dividend Yield Equity Mutual Funds 2.4 2.8 2.1
PSU Equity Mutual Funds 1.9 2.6 0.0
MNC Equity Mutual Funds 2.2 2.7 2.0
Energy Equity Mutual Funds 2.5 2.7 2.4

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 3924 119873 1
Flexi Cap Equity Mutual Funds 4777 38609 39
International Equity Mutual Funds 715 5152 10
ELSS Equity Mutual Funds 3865 34371 45
Mid Cap Equity Mutual Funds 4536 31752 53
Thematic Equity Mutual Funds 991 6009 4
Banking Equity Mutual Funds 1596 9710 1
Small Cap Equity Mutual Funds 3517 17282 40
Large MidCap Equity Mutual Funds 3435 21263 27
Value Oriented Equity Mutual Funds 3641 22746 13
Infrastructure Equity Mutual Funds 656 1680 5
Pharma Equity Mutual Funds 1267 5474 20
Consumption Equity Mutual Funds 714 2489 15
Multi Cap Equity Mutual Funds 2621 11079 316
Environmental, Social and Governance Equity Mutual Funds 1247 4310 28
Technology Equity Mutual Funds 2003 6319 23
Dividend Yield Equity Mutual Funds 1181 3226 101
PSU Equity Mutual Funds 4564 16666 337
MNC Equity Mutual Funds 3242 5353 866
Energy Equity Mutual Funds 438 735 140

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.