BEST MUTUAL FUNDS Find the best performing mutual funds across different time duration
Fund Name Category Rank Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
1 Out of 31
₹75.97
25.30%
13.43%
Very High Risk
₹397.41 Cr
2 Out of 31
₹1,463.12
22.00%
13.43%
Very High Risk
₹38,266.03 Cr
3 Out of 31
₹63.59
19.65%
13.43%
Very High Risk
₹37,699.02 Cr
4 Out of 31
--
₹12.60
19.26%
13.43%
Very High Risk
₹1,463.19 Cr
5 Out of 31
--
₹12.97
19.02%
13.43%
Very High Risk
₹995.18 Cr
6 Out of 31
₹24.95
18.58%
13.43%
Very High Risk
₹369.35 Cr
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
*Only Growth, Direct and Non-ETF schemes are considered
BT MUTUAL FUND MANAGER RANKING
Manish Lodha
Scheme Name
Mahindra Manulife Large & Mid Cap Fund Direct Growth
AMC
Mahindra Manulife Investment Management Pvt. Ltd.
Gopal Agrawal
Scheme Name
HDFC Large and Mid Cap Fund Direct Growth
AMC
HDFC Asset Management Co Ltd
Aditya Khemani
Scheme Name
Motilal Oswal Large and Midcap Fund Direct Growth
AMC
Motilal Oswal Asset Management Co. Ltd
*Portfolio manager ranking is based on 3 Year Information Ratio
*Category benchmark is used in calculating Information Ratio
i
Information Ratio (a.k.a Appraisal Ratio) shows the consistency of a fund manager in generating excess returns over the benchmark. It is measured by dividing the Mean Active return (Fund Return – Benchmark Return) by the volatility of Active return. The volatility (or Standard Deviation) of Active return is called Tracking Error.
Information Ratio = Mean of (Portfolio Return – Benchmark Return) / Tracking Error
The higher the Information Ratio, the more consistent the fund manager is in generating excess returns.
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CATEGORY AVERAGE RETURNS (in %) All Categories
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Equity: Equity - Infrastructure
0.32
4.56
12.86
22.24
35.77
17.26
18.29
Equity: Sector - Healthcare
0.43
1.49
16.67
22.17
16.13
17.31
15.85
Equity: Small-Cap
0.83
4.85
13.46
21.49
37.33
20.33
23.19
Equity: Value
1.16
4.30
11.21
19.88
26.40
13.80
17.97
Equity: Dividend Yield
1.20
4.55
11.03
18.76
24.83
13.26
15.78
Equity: Mid-Cap
0.46
4.88
12.76
18.51
30.36
16.70
21.17
Equity: Sector - FMCG
0.52
-1.11
2.90
17.43
22.01
12.21
15.51
Equity: Sector - Financial Services
3.10
4.28
7.80
17.23
25.32
11.36
14.75
Commodities: Sector - Precious Metals
-1.18
0.23
-2.42
17.18
3.46
12.78
5.80
Equity: Multi-Cap
0.20
4.23
11.36
16.98
28.22
16.29
18.97
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Equity - Infrastructure
0.32
4.56
12.86
22.24
35.77
17.26
18.29
Sector - Healthcare
0.43
1.49
16.67
22.17
16.13
17.31
15.85
Small-Cap
0.83
4.85
13.46
21.49
37.33
20.33
23.19
Value
1.16
4.30
11.21
19.88
26.40
13.80
17.97
Dividend Yield
1.20
4.55
11.03
18.76
24.83
13.26
15.78
Mid-Cap
0.46
4.88
12.76
18.51
30.36
16.70
21.17
Sector - FMCG
0.52
-1.11
2.90
17.43
22.01
12.21
15.51
Sector - Financial Services
3.10
4.28
7.80
17.23
25.32
11.36
14.75
Multi-Cap
0.20
4.23
11.36
16.98
28.22
16.29
18.97
Contra
1.12
4.43
10.61
16.76
25.09
13.94
17.69
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Aggressive Allocation
0.78
3.06
7.55
11.86
19.73
12.09
14.71
Dynamic Asset Allocation
0.79
2.53
6.48
10.69
13.68
9.76
12.37
Equity Savings
0.46
1.53
4.20
8.65
11.15
7.92
8.14
Conservative Allocation
0.40
1.27
2.81
7.30
9.50
7.06
7.82
Balanced Allocation
0.35
2.74
5.15
6.35
15.00
8.88
10.68
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Floating Rate
0.22
0.72
1.80
6.80
5.29
6.33
6.32
Credit Risk
0.14
0.57
1.47
6.35
9.42
4.43
5.99
Low Duration
0.12
0.53
1.52
6.17
4.75
4.85
5.64
Money Market
0.10
0.50
1.44
6.07
4.64
5.30
5.80
Ultra Short Duration
0.09
0.52
1.45
6.07
4.57
4.78
5.70
Short Duration
0.14
0.56
1.21
6.03
5.01
5.67
6.24
Government Bond
0.18
0.61
0.82
5.97
4.27
6.97
7.11
Corporate Bond
0.13
0.62
1.32
5.84
4.54
6.19
6.54
Dynamic Bond
0.16
0.56
0.90
5.83
4.76
6.24
6.66
Medium to Long Duration
0.14
0.56
0.66
5.75
4.60
5.99
6.28
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Liquid
0.09
0.45
1.42
5.96
4.13
4.13
5.22
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Sector - Precious Metals
-1.18
0.23
-2.42
17.18
3.46
12.78
5.80
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Arbitrage Fund
0.16
0.66
1.84
6.61
4.58
4.69
5.93
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
TOP EXCHANGE TRADED FUND Find the Top performing ETFs across different time periods
Fund Name EOD Price EOD Volume Fund Return Category Return
₹499.22
907,165
10.92%
4.28%
₹52.14
1,129,025
9.03%
--
₹55.91
4,942,179
8.36%
4.28%
Kotak Nifty PSU Bank ETF Very High Risk
EOD Price ₹499.22 Fund Size ₹977.33 Cr EOD Volume 907,165 1 Month Return 10.92%
Category Return 4.28%
CPSE ETF Very High Risk
EOD Price ₹52.14 Fund Size ₹22,536.56 Cr EOD Volume 1,129,025 1 Month Return 9.03%
Category Return --
DSP Nifty PSU Bank ETF Very High Risk
EOD Price ₹49.50 Fund Size -- Cr EOD Volume 590 1 Month Return 8.35%
Category Return 4.28%
*EOD: End of Day
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)