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Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 06/26
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HDFC Focused Fund Gr HDFCMF 05-09-2004 27,303.27 1.67 1.45 15.78 18.30 13.82
ICICI Pru Focused Equity Gr ICICIMF 05-05-2009 17,011.76 2.23 3.67 16.64 16.32 14.19
Kotak Focused Fund Reg Gr KotakMF 05-07-2019 4,298.80 2.01 8.47 14.40 12.79 -
360 One Focused Fund Reg Gr 360ONEMF 30-10-2014 6,644.68 2.21 1.90 11.38 11.82 14.87
ABSL Focused Gr ABSLMF 05-10-2005 7,854.74 1.94 4.98 13.07 11.94 12.13
Bandhan Focused Fund Reg Gr BandhanMF 16-03-2006 2,067.43 2.33 -0.79 13.76 11.92 12.37
Canara Robeco Focused Fund Reg Gr CanaraMF 05-05-2021 2,768.51 2.15 -1.41 12.39 12.18 -
DSP Focused Fund Reg Gr DSPMF 10-06-2010 2,600.92 2.07 0.65 13.41 10.59 11.28
FranklIn India Focused Equity Gr FranklinMF 05-07-2007 11,408.91 1.88 -6.73 8.44 10.84 12.40
HSBC Focused Fund Reg Gr HSBCMF 22-07-2020 1,723.44 2.24 4.86 13.06 12.47 -
Invesco India Focused Gr InvescoMF 08-09-2020 5,706.62 2.01 0.88 20.72 15.32 -
MahIndra Manulife Focused Fund Reg Gr MahindraManulifeMF 01-11-2020 2,197.89 2.13 1.33 13.84 14.11 -
Nippon India Focused Fund Gr Plan Gr NipponIndiaMF 26-12-2006 8,531.15 2.08 -0.43 10.61 11.54 12.64
SBI Focused Fund Reg Plan Gr SBIMF 01-10-2004 47,274.19 1.71 11.84 14.99 12.82 14.46
Tata Focused FundReg PlanGr TataMF 05-12-2019 1,760.25 2.21 0.66 10.36 10.78 -

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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