BEST PERFORMING MUTUAL FUNDS

Since Three Years

Tip : Get upto 1% higher return with direct plans

I. Equity Funds

Fund Name Annual Returns (5y)
SBI Banking & Financial Services Fund Direct-Growth 22.35%
ICICI Prudential Banking and Financial Services Direct Plan-Growth 21.05%
Invesco India Financial Services Fund Direct-Growth 20.96%
SBI Banking & Financial Services Fund Direct-Growth 22.35%
Tata India Consumer Fund Direct-Growth 19.33%
Taurus Banking & Financial Services Fund Direct-Growth 18.95%
Franklin India Feeder Franklin US Opportunities Direct Fund-Growth 18.53%
Mirae Asset Emerging Bluechip Fund Direct-Growth 18.12%
Reliance US Equity Opportunities Fund Direct-Growth 17.65%
Mutual fund schemes that offer long term wealth creation prospects by investing in large, mid and small sized companies
High Risk

II. Tax Saver Funds

Fund Name Annual Returns (5y)
Mirae Asset Tax Saver Fund Direct-Growth 20.31%
JM Tax Gain Direct Plan-Growth 16.07%
Motilal Oswal Long Term Equity Fund Direct-Growth 15.63%
Kotak Tax Saver Fund Direct-Growth 15.00%
Canara Robeco Equity Tax Saver Direct- Growth 14.78%
Tata India Tax Savings Fund Direct-Growth 14.75%
IDFC Tax Advantage (ELSS) Direct Plan-Growth 14.60%
Invesco India Tax Plan Direct-Growth 14.10%
Taurus Tax Shield Direct-Growth 14.00%
ELSS mutual funds that help you save tax under 80C and create long term wealth. Lowest lock-in of 3 years!
High Risk

III. Balanced Funds

Fund Name Annual Returns (5y)
Mirae Asset Hybrid Equity Fund Direct-Growth 15.11%
HDFC Retirement Savings Fund - Hybrid Equity Plan Direct-Growth 15.07%
HDFC Balanced Advantage Fund Direct Plan-Growth 14.34%
Principal Hybrid Equity Fund Direct-Growth 14.03%
ICICI Prudential Multi Asset Fund Direct-Growth 13.83%
ICICI Prudential Equity & Debt Fund Direct-Growth 13.52%
Tata Retirement Savings Fund Moderate Plan Direct-Growth 13.42%
Canara Robeco Equity Hybrid Fund Direct-Growth 13.34%
HDFC Hybrid Equity Fund Direct Plan-Growth 12.87%
Reliance Balanced Advantage Fund Direct-Growth 12.86%
Mutual fund schemes that invest in a mix of equities and debt, giving you the best of both worlds. They are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation.
Low Risk

IV. Debt Funds

Fund Name Annual Returns (5y)
Reliance Gilt Securities Fund Direct Defined Maturity Date-Growth Defined Maturity Date 10.89%
Reliance Gilt Securities Fund Direct-Growth 10.89%
IDFC Government Securities Fund Constant Maturity Direct-Growth 10.75%
SBI Magnum Constant Maturity Fund Direct-Growth 10.65%
UTI Gilt Fund Direct-Growth 10.07%
DHFL Pramerica Dynamic Bond Direct Plan-Growth 9.98%
SBI Magnum Gilt Fund Direct-Growth 9.96%
ICICI Prudential Long Term Bond Fund Direct Plan-Growth 9.92%
Aditya Birla Sun Life Government Securities Fund Direct Plan-Growth 9.90%
Aditya Birla Sun Life Government Securities Fund Direct Plan-Growth Instant Gain 9.90%
Debt mutual fund schemes that invest in fixed income instruments, such as Bonds, and money market instruments etc. that offer capital appreciation. They are also referred to as Income Funds or Bond Funds.
Low Risk