Bandhan MF Innovation Fund NFO 728x90

Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 09/23
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HDFC Large and Mid Cap Fund HDFCMF 18-02-1994 17,313.86 1.69 49.16 27.13 21.03 14.90
ICICI Prudential Large & Mid Cap Fund ICICIMF 09-07-1998 12,307.24 1.74 46.85 27.93 21.13 16.36
quant Large & Mid Cap Fund QuantMF 11-12-2006 2,110.44 2.01 63.36 30.01 26.03 22.52
SBI Large and Midcap Fund SBIMF 28-02-1993 21,270.03 1.67 32.58 22.66 18.41 17.46
Axis Growth Opportunities Fund AxisMF 10-10-2018 11,738.74 1.71 42.42 20.10 20.68 -
Bandhan Core Equity Fund BandhanMF 09-08-2005 4,022.92 1.90 56.22 26.17 20.30 16.59
Edelweiss Large & Mid Cap Fund EdelweissMF 14-06-2007 2,848.59 1.92 41.00 20.55 19.00 16.30
Kotak Equity Opportunities Fund KotakMF 05-09-2004 19,861.46 1.62 43.71 22.24 19.99 18.09
Nippon India Vision Fund NipponIndiaMF 05-10-1995 4,335.22 2.00 47.58 23.34 18.17 15.19
Tata Large & Mid Cap Fund TataMF 31-03-1993 6,821.91 1.79 34.04 20.53 18.62 16.23
UTI Large & Mid Cap Fund UTIMF 01-08-2005 2,758.79 2.02 47.35 24.16 19.21 15.36

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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