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

Best Performing Equity Mutual Funds (Updated On 24 Oct 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 23.1 1.0 3
Nippon India ETF NV20 10.9 0.4 24
Canara Robeco Bluechip Equity Fund 9.7 2.4 788
ICICI Prudential NV20 ETF 9.6 0.2 8
Kotak NV 20 ETF 9.5 0.1 12
SBI ETF Quality 8.5 0.5 21
JM Large Cap Fund 8.2 2.0 331
IDFC Large Cap Fund 7.7 2.5 529
ICICI Prudential Nifty Low Vol 30 ETF 7.6 0.4 169
UTI Mastershare Fund 6.5 2.1 6304

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Parag Parikh Long Term Equity Fund 22.9 2.1 4798
Quant Active Fund 20.2 2.5 66
PGIM India Diversified Equity Fund 19.0 2.4 280
UTI Equity Fund 13.9 2.1 11386
IIFL Focused Equity Fund 12.4 2.2 963
Union Focused Fund 11.0 2.6 175
IDFC Focused Equity Fund 10.6 2.2 1401
Mirae Asset Focused Fund 10.6 1.9 3524
Canara Robeco Equity Diversified Fund 9.7 2.1 2413
Union Multi Cap Fund 8.5 2.6 374

International Equity Mutual Funds

NAME 1Y% ER% AUM
PGIM India Global Equity Opportunities Fund 70.3 2.4 321
Edelweiss Greater China Equity Offshore Fund 55.8 1.4 388
Motilal Oswal Nasdaq 100 FOF 55.0 0.5 1144
DSP World Gold Fund 54.8 2.5 860
Motilal Oswal NASDAQ 100 Exchange Traded Fund 54.1 0.5 1714
Franklin India Feeder Franklin US Opportunities Fund 48.8 1.6 2252
DSP World Mining Fund 30.8 2.5 47
Aditya Birla Sun Life Global Emerging Opportunities Fund 30.6 1.1 141
Franklin Asian Equity Fund 24.9 2.6 181
Nippon India US Equity Opportunities Fund 23.0 2.7 200

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Tax Plan 23.0 2.5 17
Parag Parikh Tax Saver Fund 18.1 2.3 70
BOI AXA Tax Advantage Fund 17.6 2.6 309
Canara Robeco Equity Tax Saver Fund 13.0 2.3 1181
Mirae Asset Tax Saver Fund 11.0 1.8 4270
Union Long Term Equity Fund 8.3 2.5 270
UTI Long Term Equity Fund 8.0 2.4 1338
BNP Paribas Long Term Equity Fund 6.3 2.4 441
Shriram Long Term Equity Fund 5.7 2.6 28
Invesco India Tax Plan 5.4 2.3 1134

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
Taurus Ethical Fund 15.2 2.5 44
ICICI Prudential Commodities Fund 13.3 2.6 55
SBI Magnum COMMA Fund 11.2 2.9 255
Tata Ethical Fund 11.2 2.5 617
Quantum India ESG Equity Fund 9.8 1.6 20
DSP Quant Fund 9.7 1.3 342
SBI Equity Minimum Variance Fund 9.2 0.7 54
Aditya Birla Sun Life Manufacturing Equity Fund 8.3 2.6 506
Franklin India Opportunities Fund 7.8 2.5 504
ICICI Prudential Exports and Services Fund 5.7 2.6 538

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
PGIM India Midcap Opportunities Fund 33.3 2.4 330
Quant Mid Cap Fund 16.0 2.5 13
UTI Mid Cap Fund 15.3 2.2 4049
Taurus Discovery (Midcap) Fund 14.1 2.5 54
Baroda Midcap Fund 13.7 2.5 52
Invesco India Mid Cap Fund 12.8 2.4 1005
DSP Midcap Fund 12.4 1.9 8274
SBI Magnum Midcap Fund 12.4 2.0 3659
Mirae Asset Midcap Fund 11.0 2.1 2476
Axis Midcap Fund 10.8 2.0 6732

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
Mirae Asset Emerging Bluechip Fund 12.0 1.7 11466
Canara Robeco Emerging Equities Fund 10.8 1.9 5987
Axis Growth Opportunities Fund 9.6 2.2 1413
Kotak Equity Opportunities Fund 8.0 2.1 3757
Principal Emerging Bluechip Fund 7.9 2.1 2119
L&T Large and Midcap Fund 6.1 2.3 1196
Quant Large and Mid Cap Fund 5.9 2.5 5
Edelweiss Large & Mid Cap Fund 4.7 2.5 517
BOI AXA Large & Mid Cap Equity Fund 4.6 2.7 179
Aditya Birla Sun Life Equity Advantage Fund 4.3 1.9 4390

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
SBI Banking & Financial Services Fund -8.5 2.2 1495
Tata Banking and Financial Services Fund -10.1 2.6 449
Invesco India Financial Services Fund -10.3 2.8 195
Sundaram Financial Services Opportunities Fund -10.7 2.7 208
IDBI Banking & Financial Services Fund -12.3 2.5 91
Taurus Banking & Financial Services Fund -13.0 2.4 8
Baroda Banking and Financial Services Fund -13.9 2.6 40
LIC MF Banking & Financial Services Fund -15.0 2.6 47
ICICI Prudential Banking and Financial Services Fund -16.8 2.4 2685
Aditya Birla Sun Life Banking & Financial Services Fund -17.3 2.4 1464

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Small Cap Fund 53.1 2.5 49
BOI AXA Small Cap Fund 35.8 2.7 80
Canara Robeco Small Cap Fund 24.3 2.5 495
Principal Small Cap Fund 21.9 2.6 214
DSP Small Cap Fund 20.1 2.0 5320
Union Small Cap Fund 19.2 2.6 377
Edelweiss Small Cap Fund 17.1 2.5 530
Kotak Small Cap Fund 15.9 2.3 1811
SBI Small Cap Fund 12.9 1.9 5321
Nippon India Small Cap Fund 11.4 2.1 9625

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
BOI AXA Manufacturing & Infrastructure Fund 9.2 2.5 39
Quant Infrastructure Fund 6.7 2.5 2
Invesco India Infrastructure Fund 0.2 2.5 45
Taurus Infrastructure Fund -1.1 2.5 4
Nippon India ETF Infra BeES -3.0 1.1 11
Nippon India Power & Infra Fund -4.7 2.4 1068
SBI Infrastructure Fund -4.9 2.6 432
Sundaram Infrastructure Advantage Fund -6.6 2.7 428
Canara Robeco Infrastructure Fund -7.5 2.6 88
LIC MF Infrastructure Fund -8.5 2.5 46

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Value Discovery Fund 9.2 1.9 15764
Invesco India Contra Fund 8.7 2.0 4967
UTI Value Opportunities Fund 8.1 2.2 4340
SBI Contra Fund 7.8 2.3 1321
Union Value Discovery Fund 5.8 2.5 119
L&T India Value Fund 3.9 1.9 6310
Tata Equity PE Fund 2.9 2.0 4454
Kotak India EQ Contra Fund 2.7 2.4 810
Nippon India Value Fund 2.1 2.2 2849
IDBI Long Term Value Fund 2.0 2.6 101

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Consumption Fund 23.4 2.5 2
BNP Paribas India Consumption Fund 5.0 2.4 547
Nippon India Consumption Fund 3.5 2.8 93
Canara Robeco Consumer Trends Fund 2.9 2.6 412
Tata India Consumer Fund 1.2 2.3 1167
Nippon India ETF Consumption -0.2 0.4 13
Aditya Birla Sun Life India GenNext Fund -1.0 2.3 1535
Mirae Asset Great Consumer Fund -1.7 2.2 1003
UTI India Consumer Fund -2.0 2.7 254
Sundaram Rural and Consumption Fund -2.1 2.3 1477

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
DSP Healthcare Fund 71.2 2.4 833
Mirae Asset Healthcare Fund 66.7 2.3 1006
UTI Healthcare Fund 62.3 2.8 586
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 62.3 2.3 1988
SBI Healthcare Opportunities Fund 59.5 2.5 1434
Nippon India Pharma Fund 56.2 2.2 3911
IDBI Healthcare Fund 52.6 2.8 55
Tata India Pharma & HealthCare Fund 51.2 2.7 337
Aditya Birla Sun Life Pharma & Healthcare Fund 45.1 2.7 416

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Technology Fund 55.3 2.5 692
Franklin India Technology Fund 51.7 2.7 357
Aditya Birla Sun Life Digital India Fund 47.0 2.6 611
Tata Digital India Fund 44.6 2.6 540
SBI Technology Opportunities Fund 41.3 2.8 273

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
IDBI Dividend Yield Fund 11.2 2.6 84
Principal Dividend Yield Fund 7.2 2.6 168
Aditya Birla Sun Life Dividend Yield Fund 6.0 2.5 678
UTI Dividend Yield Fund 4.8 2.2 2233
Templeton India Equity Income Fund 4.7 2.7 799
ICICI Prudential Dividend Yield Equity Fund -4.2 2.7 159

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
Invesco India PSU Equity Fund -7.6 2.5 127
SBI PSU Fund -23.1 2.6 152
CPSE Exchange Traded Fund -32.6 0.0 9929

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential MNC Fund 12.9 2.5 535
SBI Magnum Global Fund 5.2 2.0 3926
Aditya Birla Sun Life MNC Fund 1.0 2.0 3788
UTI MNC Fund 0.4 2.4 2187

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
Tata Resources & Energy Fund 15.5 2.5 37
DSP Natural Resources and New Energy Fund -8.5 2.5 301

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 1.9 23.1 -29.2
Multi Cap Equity Mutual Funds 2.7 22.9 -11.3
International Equity Mutual Funds 16.0 70.3 -31.0
ELSS Equity Mutual Funds 3.0 23.0 -9.5
Thematic Equity Mutual Funds 3.6 15.2 -8.0
Mid Cap Equity Mutual Funds 9.2 33.3 -4.1
Large MidCap Equity Mutual Funds 3.1 12.0 -4.8
Banking Equity Mutual Funds -18.0 -8.5 -43.2
Small Cap Equity Mutual Funds 13.2 53.1 -1.2
Infrastructure Equity Mutual Funds -8.2 9.2 -27.3
Value Oriented Equity Mutual Funds 2.8 9.2 -4.0
Consumption Equity Mutual Funds 1.0 23.4 -11.7
Pharma Equity Mutual Funds 58.6 71.2 45.1
Technology Equity Mutual Funds 48.0 55.3 41.3
Dividend Yield Equity Mutual Funds 4.9 11.2 -4.2
PSU Equity Mutual Funds -21.1 -7.6 -32.6
MNC Equity Mutual Funds 4.9 12.9 0.4
Energy Equity Mutual Funds 3.5 15.5 -8.5

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 0.9 2.7 0.0
Multi Cap Equity Mutual Funds 2.2 2.8 0.3
International Equity Mutual Funds 1.7 2.7 0.5
ELSS Equity Mutual Funds 2.3 2.6 1.7
Thematic Equity Mutual Funds 2.2 2.9 0.2
Mid Cap Equity Mutual Funds 2.0 2.6 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 2.3 2.7 1.0
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 2.3 2.8 0.4
Pharma Equity Mutual Funds 2.5 2.8 2.2
Technology Equity Mutual Funds 2.0 2.8 0.2
Dividend Yield Equity Mutual Funds 2.5 2.7 2.2
PSU Equity Mutual Funds 1.9 2.6 0.0
MNC Equity Mutual Funds 2.2 2.5 2.0
Energy Equity Mutual Funds 2.5 2.5 2.5

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 2679 74867 1
Multi Cap Equity Mutual Funds 3038 29551 23
International Equity Mutual Funds 273 2252 4
ELSS Equity Mutual Funds 2519 21836 17
Thematic Equity Mutual Funds 615 2731 2
Mid Cap Equity Mutual Funds 3026 22084 13
Large MidCap Equity Mutual Funds 2017 11466 5
Banking Equity Mutual Funds 920 5307 1
Small Cap Equity Mutual Funds 2256 9625 49
Infrastructure Equity Mutual Funds 415 1106 2
Value Oriented Equity Mutual Funds 3091 15764 16
Consumption Equity Mutual Funds 620 1535 2
Pharma Equity Mutual Funds 1174 3911 55
Technology Equity Mutual Funds 644 1325 273
Dividend Yield Equity Mutual Funds 687 2233 84
PSU Equity Mutual Funds 2614 9929 127
MNC Equity Mutual Funds 2609 3926 535
Energy Equity Mutual Funds 169 301 37

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.