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Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 09/24
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 6,982.00 1.79 52.32 24.22 26.08 17.17
HDFC Large and Mid Cap Fund HDFCMF 18-02-1994 24,508.23 1.66 41.14 21.87 26.29 15.16
ICICI Prudential Large & Mid Cap Fund ICICIMF 09-07-1998 17,464.42 1.69 44.63 22.02 26.16 15.94
Motilal Oswal Large and Midcap Fund MotilalMF 01-10-2019 6,500.18 1.78 62.55 27.24 - -
UTI Large & Mid Cap Fund UTIMF 01-08-2005 4,086.38 1.96 47.07 21.72 26.09 15.42
DSP Equity Opportunities Fund DSPMF 16-05-2000 14,485.57 1.70 47.09 19.29 23.54 17.18
Edelweiss Large & Mid Cap Fund EdelweissMF 14-06-2007 3,780.90 1.87 42.17 18.14 23.36 16.22
HSBC Large and Mid Cap Fund HSBCMF 03-03-2019 3,718.04 1.93 49.58 19.59 23.83 -
Invesco India Large & Mid Cap Fund InvescoMF 09-08-2007 6,493.35 1.80 58.14 21.61 23.32 16.98
Kotak Equity Opportunities Fund KotakMF 05-09-2004 26,175.17 1.59 40.41 20.29 24.31 17.20
Nippon India Vision Fund NipponIndiaMF 05-10-1995 5,618.68 1.96 47.05 19.67 23.93 14.13
Quant Large & Mid Cap Fund QuantMF 11-12-2006 3,869.07 1.87 51.47 24.51 29.28 20.67
SBI Large and Midcap Fund SBIMF 28-02-1993 29,234.37 1.60 37.08 18.76 23.42 16.49

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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