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

Best Performing Equity Mutual Funds (Updated On 13-Nov-2021)

Best Performing Equity Mutual Funds 12 Nov 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 67.9 0.1 8235
ICICI Prudential BHARAT 22 FOF 67.0 0.1 49
Quant Focused Fund 59.6 2.3 49
SBI ETF Sensex Next 50 58.4 0.1 6
UTI S&P BSE Sensex Next 50 ETF 58.2 0.2 5
Nippon India ETF Sensex Next 50 57.9 0.2 19
DSP Equal Nifty 50 Fund 57.6 0.8 262
Nippon India Large Cap Fund 57.1 1.8 11279
Sundaram Smart NIFTY 100 Equal Weight Fund 55.8 0.9 38
Principal Nifty 100 Equal Weight Fund 55.6 1.0 18

Flexi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential India Equity FOF 69.7 1.5 43
ICICI Prudential Retirement Fund Pure Equity Plan 69.4 2.6 127
PGIM India Flexi Cap Fund 67.7 2.3 2706
Nippon India Focused Equity Fund 66.9 2.0 5892
Franklin India Focused Equity Fund 65.2 1.9 7934
Franklin India Flexi Cap Fund 63.9 1.9 10408
SBI Focused Equity Fund 63.7 1.8 21677
HDFC Focused 30 Fund 63.7 2.5 920
HDFC Retirement Savings Fund Equity Plan 62.8 2.3 1973
BOI AXA Flexi Cap Fund 62.4 2.7 150

International Equity Mutual Funds

NAME 1Y% ER% AUM
DSP World Energy Fund 44.1 2.2 179
Principal Global Opportunities Fund 43.0 1.4 39
Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan 42.2 1.8 16
Edelweiss US Technology Equity FoF 38.2 2.3 2134
Motilal Oswal NASDAQ 100 Exchange Traded Fund 34.9 0.6 5704
Motilal Oswal Nasdaq 100 FOF 33.3 0.5 3998
DSP World Mining Fund 31.9 2.2 163
Edelweiss US Value Equity Offshore Fund 31.1 2.4 76
Franklin India Feeder Franklin US Opportunities Fund 28.9 1.6 4187
Motilal Oswal S&P 500 Index Fund 28.9 1.1 2398

ELSS Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Tax Plan 91.9 2.3 487
IDFC Tax Advantage (ELSS) Fund 73.3 1.9 3518
Nippon India Tax Saver (ELSS) Fund 61.6 1.8 12446
Mahindra Manulife ELSS Kar Bachat Yojana 59.7 2.5 424
BOI AXA Tax Advantage Fund 58.9 2.5 519
Franklin India Taxshield Fund 58.8 1.9 5114
DSP Tax Saver Fund 57.6 1.8 9805
Baroda ELSS 96 Fund 57.3 2.6 217
ICICI Prudential Long Term Equity Fund (Tax Saving) 57.3 2.0 10116
PGIM India Long Term Equity Fund 57.0 2.5 334

Thematic Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Commodities Fund 112.4 2.5 721
ICICI Prudential India Opportunities Fund 86.3 2.0 4183
Edelweiss Recently Listed IPO Fund 83.1 2.4 904
ICICI Prudential Thematic Advantage Fund (FOF) 73.6 1.1 96
Sundaram Services Fund 73.4 2.3 1923
SBI Magnum COMMA Fund 71.3 2.6 470
ICICI Prudential Manufacturing Fund 69.1 2.5 615
Kotak Pioneer Fund 62.7 2.1 1510
Tata Ethical Fund 58.5 2.3 1091
ICICI Prudential Exports and Services Fund 57.6 2.5 909

Mid Cap Equity Mutual Funds

NAME 1Y% ER% AUM
PGIM India Midcap Opportunities Fund 90.9 2.2 3388
SBI Magnum Midcap Fund 83.7 1.9 6426
Quant Mid Cap Fund 82.2 2.3 205
Aditya Birla Sun Life Mid Cap Fund 78.6 2.1 3382
Motilal Oswal Midcap 100 Exchange Traded Fund 76.2 0.2 83
Motilal Oswal Midcap 30 Fund 76.1 2.1 2419
Union Midcap Fund 76.1 2.6 338
Mirae Asset Midcap Fund 75.9 1.8 6737
Mahindra Manulife Mid Cap Unnati Yojana 75.5 2.5 845
Nippon India Growth Fund 75.3 1.9 11919

Banking Equity Mutual Funds

NAME 1Y% ER% AUM
Nippon India ETF PSU Bank BeES 107.0 0.5 388
Kotak PSU Bank ETF 106.5 0.5 195
Nippon India Banking & Financial Services Fund 59.5 2.1 3282
ICICI Prudential Banking and Financial Services Fund 52.1 2.0 5242
Aditya Birla Sun Life Banking & Financial Services Fund 47.0 2.2 2228
UTI Banking and Financial Services Fund 41.2 2.7 768
Sundaram Financial Services Opportunities Fund 38.1 2.6 485
Axis Banking ETF 37.7 0.2 52
Edelweiss Exchange Traded FundNifty Bank 37.4 0.1 1
ICICI Prudential Bank ETF 37.3 0.2 3178

Large MidCap Equity Mutual Funds

NAME 1Y% ER% AUM
HDFC Large and Mid Cap Fund 71.2 2.3 3499
ICICI Prudential Large & Mid Cap Fund 69.2 2.0 3671
Mahindra Manulife Top 250 Nivesh Yojana 69.1 2.7 476
UTI Core Equity Fund 67.5 2.6 1212
Franklin India Equity Advantage Fund 65.2 2.1 2938
Quant Large and Mid Cap Fund 64.3 2.3 33
Navi Large & Midcap Fund 62.6 2.6 139
SBI Large & Midcap Fund 62.2 2.0 5368
Motilal Oswal Large and Midcap Fund 62.1 2.4 983
Axis Growth Opportunities Fund 62.0 1.9 5006

Small Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Small Cap Fund 120.7 2.3 1241
Kotak Small Cap Fund 100.6 2.0 6180
L&T Emerging Businesses Fund 99.6 1.9 7554
Principal Small Cap Fund 99.0 2.5 491
ICICI Prudential Smallcap Fund 98.2 2.0 3304
Nippon India Small Cap Fund 97.1 1.8 17197
Tata Small Cap Fund 95.7 2.2 1721
Canara Robeco Small Cap Fund 95.1 2.2 1699
Invesco India Smallcap Fund 92.6 2.2 1227
HDFC Small Cap Fund 89.5 1.8 13182

Value Oriented Equity Mutual Funds

NAME 1Y% ER% AUM
IDFC Sterling Value Fund 86.9 2.0 4207
SBI Contra Fund 80.8 2.1 3106
Templeton India Value Fund 76.3 2.5 621
Nippon India Value Fund 63.5 2.0 4368
ICICI Prudential Value Discovery Fund 60.6 1.7 22558
Aditya Birla Sun Life Pure Value Fund 59.9 2.1 4325
L&T India Value Fund 58.5 1.9 8009
JM Value Fund 57.5 2.5 162
HDFC Capital Builder Value Fund 54.3 1.9 5429
IDBI Long Term Value Fund 53.5 2.6 112

Infrastructure Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Infrastructure Fund 119.2 2.3 147
IDFC Infrastructure Fund 102.9 2.5 663
HSBC Infrastructure Equity Fund 90.8 2.6 110
ICICI Prudential Infrastructure Fund 89.9 2.3 1447
Kotak Infrastructure and Economic Reform Fund Standard Plan 88.8 2.5 462
Aditya Birla Sun Life Infrastructure Fund 87.7 2.6 557
L&T Infrastructure Fund 86.2 2.2 1356
Invesco India Infrastructure Fund 83.5 2.5 334
HDFC Infrastructure Fund 82.7 2.6 604
Canara Robeco Infrastructure Fund 82.2 2.6 171

Pharma Equity Mutual Funds

NAME 1Y% ER% AUM
Mirae Asset Healthcare Fund 34.2 2.0 1798
Nippon India Pharma Fund 32.9 1.9 5210
DSP Healthcare Fund 30.1 2.1 1404
ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund 29.5 2.1 3045
Tata India Pharma & HealthCare Fund 28.8 2.6 558
Aditya Birla Sun Life Pharma & Healthcare Fund 27.5 2.6 567
UTI Healthcare Fund 27.5 2.4 828
SBI Healthcare Opportunities Fund 25.6 2.1 1872
IDBI Healthcare Fund 23.0 2.5 75
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 20.7 1.1 190

Consumption Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Consumption Fund 91.1 2.3 38
SBI Consumption Opportunities Fund 71.9 2.5 839
Nippon India Consumption Fund 60.2 2.6 180
Aditya Birla Sun Life India GenNext Fund 54.6 2.2 2545
Canara Robeco Consumer Trends Fund 52.9 2.5 745
Mirae Asset Great Consumer Fund 52.8 2.1 1572
BNP Paribas India Consumption Fund 49.1 2.3 886
UTI India Consumer Fund 48.1 2.8 357
Tata India Consumer Fund 45.8 2.2 1344
Sundaram Rural and Consumption Fund 42.4 2.2 1289

Multi Cap Equity Mutual Funds

NAME 1Y% ER% AUM
Quant Active Fund 85.5 2.3 1304
Nippon India Multi Cap Fund 76.2 1.9 10970
Mahindra Manulife Multi Cap Badhat Yojana 73.3 2.6 854
Baroda Multi Cap Fund 67.2 2.5 1171
Invesco India Multicap Fund 64.7 2.4 1722
Principal Multi Cap Growth Fund 63.1 2.4 862
BNP Paribas Multi Cap Fund 61.4 2.4 599
ICICI Prudential Multicap Fund 61.2 1.9 6585
Sundaram Equity Fund 56.7 2.4 847
ITI Multi Cap Fund 45.3 2.6 326

Technology Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Technology Fund 93.9 2.1 6887
Tata Digital India Fund 91.9 2.0 3842
Aditya Birla Sun Life Digital India Fund 82.5 2.2 2658
SBI Technology Opportunities Fund 80.8 2.3 1891
SBI ETF IT 72.7 0.2 855
Nippon India ETF Nifty IT 72.5 0.2 881
ICICI Prudential IT ETF 72.3 0.2 2437
Franklin India Technology Fund 52.2 2.5 721

Environmental, Social and Governance Equity Mutual Funds

NAME 1Y% ER% AUM
Quant ESG Equity Fund 87.6 2.3 28
SBI Magnum Equity ESG Fund 50.3 2.1 4530
Quantum India ESG Equity Fund 46.4 1.7 54
Axis ESG Equity Fund 41.5 2.1 2177
ICICI Prudential ESG Fund 33.7 2.1 1827

Dividend Yield Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Dividend Yield Equity Fund 74.8 2.8 530
Templeton India Equity Income Fund 66.4 2.3 1203
UTI Dividend Yield Fund 58.2 2.1 3166
Aditya Birla Sun Life Dividend Yield Fund 53.9 2.4 860
Principal Dividend Yield Fund 48.7 2.6 236
IDBI Dividend Yield Fund 46.7 2.5 100

PSU Equity Mutual Funds

NAME 1Y% ER% AUM
CPSE Exchange Traded Fund 71.7 0.0 15950
Aditya Birla Sun Life PSU Equity Fund 64.9 2.3 861
SBI PSU Fund 56.6 2.5 448
Invesco India PSU Equity Fund 55.9 2.7 356

MNC Equity Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential MNC Fund 59.0 2.6 939
SBI Magnum Global Fund 52.9 2.0 5387
UTI MNC Fund 41.6 2.3 2607
Aditya Birla Sun Life MNC Fund 28.9 2.0 3921

Energy Equity Mutual Funds

NAME 1Y% ER% AUM
DSP Natural Resources and New Energy Fund 73.3 2.3 785
Tata Resources & Energy Fund 69.5 2.6 155

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 45.9 67.9 32.4
Flexi Cap Equity Mutual Funds 51.8 69.7 31.3
International Equity Mutual Funds 21.8 44.1 -6.7
ELSS Equity Mutual Funds 52.2 91.9 32.1
Thematic Equity Mutual Funds 58.0 112.4 33.6
Mid Cap Equity Mutual Funds 70.5 90.9 48.6
Banking Equity Mutual Funds 42.4 107.0 26.6
Large MidCap Equity Mutual Funds 58.2 71.2 45.0
Small Cap Equity Mutual Funds 89.3 120.7 70.7
Value Oriented Equity Mutual Funds 58.1 86.9 42.3
Infrastructure Equity Mutual Funds 81.3 119.2 58.9
Pharma Equity Mutual Funds 28.0 34.2 20.7
Consumption Equity Mutual Funds 54.2 91.1 39.4
Multi Cap Equity Mutual Funds 65.4 85.5 45.3
Technology Equity Mutual Funds 77.3 93.9 52.2
Environmental, Social and Governance Equity Mutual Funds 51.9 87.6 33.7
Dividend Yield Equity Mutual Funds 58.1 74.8 46.7
PSU Equity Mutual Funds 62.3 71.7 55.9
MNC Equity Mutual Funds 45.6 59.0 28.9
Energy Equity Mutual Funds 71.4 73.3 69.5

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 1.7 2.8 0.4
ELSS Equity Mutual Funds 2.2 2.6 1.5
Thematic Equity Mutual Funds 2.0 2.7 0.2
Mid Cap Equity Mutual Funds 1.9 2.8 0.2
Banking Equity Mutual Funds 1.3 2.8 0.1
Large MidCap Equity Mutual Funds 2.1 2.7 0.2
Small Cap Equity Mutual Funds 2.1 2.7 1.0
Value Oriented Equity Mutual Funds 2.1 2.6 1.7
Infrastructure Equity Mutual Funds 2.4 2.7 1.1
Pharma Equity Mutual Funds 1.7 2.6 0.2
Consumption Equity Mutual Funds 2.1 2.8 0.3
Multi Cap Equity Mutual Funds 2.3 2.6 1.9
Technology Equity Mutual Funds 1.2 2.5 0.2
Environmental, Social and Governance Equity Mutual Funds 1.8 2.3 0.4
Dividend Yield Equity Mutual Funds 2.4 2.8 2.0
PSU Equity Mutual Funds 1.9 2.7 0.0
MNC Equity Mutual Funds 2.2 2.6 2.0
Energy Equity Mutual Funds 2.5 2.6 2.3

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Large Cap Equity Mutual Funds 3976 120899 1
Flexi Cap Equity Mutual Funds 4884 38521 43
International Equity Mutual Funds 767 5704 10
ELSS Equity Mutual Funds 3884 34235 46
Thematic Equity Mutual Funds 1012 6125 4
Mid Cap Equity Mutual Funds 4584 31629 55
Banking Equity Mutual Funds 1730 10655 1
Large MidCap Equity Mutual Funds 3500 21635 28
Small Cap Equity Mutual Funds 3552 17197 41
Value Oriented Equity Mutual Funds 3664 22558 13
Infrastructure Equity Mutual Funds 657 1679 5
Pharma Equity Mutual Funds 1125 5210 20
Consumption Equity Mutual Funds 677 2545 12
Multi Cap Equity Mutual Funds 2668 10970 326
Technology Equity Mutual Funds 1846 6887 24
Environmental, Social and Governance Equity Mutual Funds 1270 4530 28
Dividend Yield Equity Mutual Funds 1184 3166 100
PSU Equity Mutual Funds 4404 15950 356
MNC Equity Mutual Funds 3214 5387 939
Energy Equity Mutual Funds 470 785 155

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.