ITI MF Long Term Equity Fund 728x90

Consistent Performing Mutual Funds

Submit
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 01-08-1998 11,582.16 1.78 -30.07 -6.64 0.79 7.19
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 05-01-2015 544.52 2.42 -27.22 -3.18 0.83 -
Kotak Standard Multicap Fund - Growth 05-09-2009 29,459.53 1.66 -27.88 -4.16 2.02 8.96
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 12,371.55 1.75 -29.05 -6.95 1.18 -
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 689.97 2.27 -30.00 -6.09 0.84 6.96
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 8,491.77 1.89 -27.13 -4.50 1.62 7.08
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 635.63 2.43 -23.66 -5.13 -0.14 8.54
DSP Equity Fund - Regular Plan - Growth 29-04-1997 3,522.61 2.05 -20.57 -1.78 1.72 7.63
ICICI Prudential Multicap Fund - Growth 01-10-1994 5,081.52 2.03 -33.48 -8.41 -0.37 6.62
Invesco India Multicap Fund - Growth Option 17-03-2008 899.91 2.50 -26.32 -6.57 -1.01 10.81
L&T Equity Fund-Regular Plan-Growth 16-05-2005 2,451.98 2.17 -30.59 -7.30 -2.23 6.38
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 2,794.86 2.01 -18.31 1.41 4.47 -

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.

Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.

comments powered by Disqus
Feedback