Axis MF Balanced Advantage Fund February 2025 728x90

Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 03/25
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HDFC Focused 30 Gr HDFCMF 05-09-2004 17,226.97 1.68 15.58 23.58 30.38 14.48
ICICI Pru Focused Equity Gr ICICIMF 05-05-2009 10,484.45 1.75 14.45 22.12 28.22 14.34
360 ONE Focused Equity Reg Gr 360ONEMF 30-10-2014 6,729.52 1.76 3.82 16.43 24.21 15.41
Bandhan Focused Equity Reg Gr BandhanMF 16-03-2006 1,685.06 2.12 12.31 16.52 21.44 11.68
BARODA BNP PARIBAS Focused Fund Reg Gr BarodaBNPMF 06-10-2017 634.25 2.28 1.96 14.08 - -
DSP Focus Fund Reg Gr DSPMF 10-06-2010 2,447.35 2.04 13.70 18.02 21.79 12.02
Franklin India Focused Equity Gr FranklinMF 05-07-2007 11,396.38 1.80 5.78 17.36 26.15 13.41
Kotak Focused Equity Reg Gr KotakMF 05-07-2019 3,335.47 1.90 6.26 13.78 21.65 -
Nippon India Focused Equity Gr Gr NipponIndiaMF 26-12-2006 7,921.36 1.87 7.91 13.92 25.54 13.41
Quant Focused Gr QuantMF 01-08-2008 1,015.63 2.21 -5.12 13.77 24.74 14.02
Sundaram Focused Fund Gr SundaramMF 05-01-2013 1,044.25 2.30 3.70 13.00 20.54 12.92
Tata Focused Equity Reg Gr TataMF 05-12-2019 1,709.45 2.07 4.75 14.70 22.99 -

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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