Best Mutual Funds to invest in 2016 – Top performing Mutual Funds in India

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Top performing / Best Mutual funds to invest in 2016  – See the post below

https://wealth18.com/best-top-performing-equity-mutual-funds-to-invest/

 

In this post, I have tried to list some of the best performing & top rated mutual funds in India which you can consider to invest in 2014.

While selecting the mutual funds I have taken into consideration certain aspects like

  • Reputation of Fund House, whether well -known
  • Asset under management in that scheme to get benefit of efficiency
  • Scheme existence period to check the past performance

Based on your risk profile, goals & horizon, you should allocate your investment in Equity, Debt & Gold Funds. For e.g an investor aged 30, who is saving for children education/ marriage or retirement (time horizon – long), can allocate his/her investments in following manner:

  • Equity – 60%
  • Debt – 30%
  • Gold – 10%

This is just an example of investment allocation.

Read other post – [How to] Invest in Mutual funds in India – online / offline options

 

A. Best / Top performing Equity Mutual Funds 

Equity Mutual Funds – Large Cap

 

Annualised Return  
  AUM 1 Yr 2 Yr 3 Yr 5 Yr
Large Cap Funds          
           
Kotak Select Focus Fund  3825 20.1 15.8 29.4 19.9
ICICI Pru Top 100 Fund (G) 1276 23.9 8.2 21.3 17.3
Birla SL Frontline Equity (G) 9364 19.3 11.9 24.9 18.2
SBI Blue Chip Fund (G)  4796 19.1 14.5 27.9 19.8
Birla Sun Life Top 100 (G) 1707 17.1 10.9 25.3 18
Franklin India Bluechip (G) 5319 15.7 10.6 21.6 14.5
UTI Equity Fund (G) 4208 14.4 9.6 23.8 16.9
           
As on 09-Sep-2016   Complied by Wealth18.com

 

Equity Mutual Funds – Mid Cap / Small Cap

Annualised Return    
  AUM 1 Yr 2 Yr 3 Yr 5 Yr
Small & Mid Cap          
           
Franklin (I) Smaller Cos (G) 2456 27.6 20.2 46.4 28.9
DSP-BR Micro Cap Fund – RP (G 2422 27.5 26.5 53.4 27.5
Mirae Emerging Bluechip Fund (G) 1411 27.2 23.1 45.8 27.9
Reliance Small Cap Fund (G 1830 24.1 16.4 50.5 26.5
Can Robeco Emerg-Equities (G) 903 22 19.5 46.7 26.2
SBI Small & Midcap Fund 596 21.2 19.8 24.7  
HDFC Mid-Cap Opportunities Fund 9771 25.2 19.4 41.2 23.9
SBI Magnum Midcap Fund (G) 1680 22.3 21.8 44.4 25.9
Birla Sun Life MNC Fund (G) 2910 7.9 21.9 36.3 24
UTI Mid Cap (G) 3086 17.4 16 44.8 24.6
BNP Paribas Mid Cap Fund (G) 500 16.4 17 36.4 24.4
           
As on 09-Sep-2016   Complied by Wealth18.com

 


Equity Mutual Funds – Diversified

Annualised Return    
  AUM 1 Yr 2 Yr 3 Yr 5 Yr
Diversified  (in Rs crores)        
           
Principal Emerging Bluechip(G) 492 25.3 20 41.3 25.9
ICICI Pru Exp&Other Services-RP (G)  700 4.3 19 31.3 21.7
ICICI Pru Value Discovery Fund (G) 10761 12.8 10.7 34.1 23.5
L&T India Value Fund (G)  1114 16.4 16.3 34.8 23.3
Birla SL India GenNext (G) 342 20.9 19.3 27.7 21.4
Motilal Focused Multicap 35 -RP 2089 16.1 22.2    
UTI MNC Fund (G 1768 4.7 15.6 30 21.1
           
As on 15-Sep-2016   Complied by Wealth18.com

 


Equity Mutual Funds – ELSS (Tax Saving Funds)

For best performing ELSS Funds, please see the post below:

https://wealth18.com/best-elss-tax-saving-mutual-funds-for-investment-in-2014/

 

Equity Mutual Funds – Sector Funds, International Funds & Arbitrage Funds

For best performing Sector Funds, International Funds & Arbitrage Funds, please see the post below:

https://wealth18.com/best-performing-sector-funds-international-funds-arbitrage-funds/

 

Go to Next Page (Page 2) – for Best performing Balanced Funds,  Debt Funds, Gold Funds ….

https://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india/2/

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