Principal Balanced Advantage Fund 728X90

Top Consistent Mutual Fund Performers

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 11,593.88 1.94 7.59 9.16 10.27 12.03
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 712.92 2.34 12.49 9.95 8.95 12.97
DSP Equity Fund - Regular Plan - Growth 29-04-1997 2,888.35 2.14 20.42 12.51 9.57 11.92
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 491.57 2.48 9.46 12.48 - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 4,253.02 2.15 4.46 8.50 8.70 11.73
Invesco India Multicap Fund - Growth Option 17-03-2008 944.69 2.39 4.33 7.49 8.08 16.47
Kotak Standard Multicap Fund - Growth 11-09-2009 28,348.01 1.72 14.33 12.85 11.30 13.64
L&T Equity Fund-Regular Plan-Growth 16-05-2005 2,643.18 2.12 4.85 8.38 6.90 11.09
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 28-04-2014 13,513.08 1.75 11.80 10.73 13.26 -
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 2,359.50 2.07 15.44 12.91 11.95 -
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 852.99 2.36 3.08 9.77 8.32 11.20
SBI Magnum Multicap Fund - Regular Plan -Growth Option 10-09-2005 8,334.28 1.81 13.96 11.48 11.34 11.68

Most consistent funds 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 ranking.

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