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Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 03/24
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
Bandhan Core Equity Fund BandhanMF 09-08-2005 4,680.59 1.88 57.34 26.54 23.80 17.19
HDFC Large and Mid Cap Fund HDFCMF 18-02-1994 19,454.33 1.69 47.64 26.31 24.38 15.34
ICICI Prudential Large & Mid Cap Fund ICICIMF 09-07-1998 13,420.35 1.74 47.04 26.99 23.91 16.16
Kotak Equity Opportunities Fund KotakMF 05-09-2004 22,329.12 1.61 45.89 23.36 23.45 18.21
Quant Large & Mid Cap Fund QuantMF 11-12-2006 2,954.58 1.93 65.30 30.03 28.98 22.00
SBI Large and Midcap Fund SBIMF 28-02-1993 23,443.39 1.64 36.97 20.70 22.08 17.08
UTI Large & Mid Cap Fund UTIMF 01-08-2005 3,085.86 2.01 50.07 23.89 23.15 15.85
DSP Equity Opportunities Fund DSPMF 16-05-2000 11,991.26 1.74 52.00 21.55 22.88 17.87
Edelweiss Large & Mid Cap Fund EdelweissMF 14-06-2007 3,046.54 1.91 43.96 20.85 22.10 16.59
Nippon India Vision Fund NipponIndiaMF 05-10-1995 4,668.16 1.99 52.10 24.24 21.92 14.74

Most consistent funds consisting of Top 10 Mutual Fund Schemes in each category have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc.). Also note that, schemes whose AUMs have not yet reached Rs 500 Crores have been excluded from the ranking.

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