Consistent Performing Mutual Funds
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | 1-Yr Return (%) | 3-Yrs Return (%) | 5-Yrs Return (%) | 10-Yrs Return (%) |
|---|---|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS LARGE CAP Fund Gr | BarodaBNPMF | 23-09-2004 | 2,650.36 | 1.97 | -1.97 | 15.15 | 18.46 | 11.92 |
| DSP Large Cap Fund Reg Gr | DSPMF | 05-03-2003 | 6,398.93 | 1.84 | 3.90 | 17.18 | 18.76 | 10.98 |
| ICICI Pru Large Cap Fund Gr | ICICIMF | 05-05-2008 | 71,787.87 | 1.42 | 4.03 | 17.73 | 21.64 | 13.69 |
| Invesco India Large Cap Gr | InvescoMF | 21-08-2009 | 1,528.01 | 2.04 | 1.78 | 15.54 | 18.86 | 12.09 |
| Nippon India Large Cap Fund Gr Gr | NipponIndiaMF | 08-08-2007 | 44,164.77 | 1.51 | 4.53 | 19.14 | 24.11 | 13.63 |
| ABSL Large Cap Fund Gr | ABSLMF | 05-08-2002 | 30,234.55 | 1.63 | 2.72 | 14.79 | 19.47 | 11.91 |
| Bandhan Large Cap Reg Gr | BandhanMF | 09-06-2006 | 1,917.47 | 2.03 | 2.92 | 15.32 | 18.03 | 12.05 |
| Edelweiss Large Cap Reg Gr | EdelweissMF | 20-05-2009 | 1,291.81 | 2.12 | -0.02 | 14.63 | 18.14 | 12.02 |
| Edelweiss Large Cap PlanB Gr | EdelweissMF | 20-05-2009 | 1,291.81 | 2.12 | -0.02 | 14.65 | 18.16 | 12.03 |
| Edelweiss Large Cap PlanC Gr | EdelweissMF | 20-05-2009 | 1,291.81 | 2.12 | -0.02 | 14.65 | 18.16 | 12.03 |
| HDFC Large Cap Fund Gr | HDFCMF | 01-10-1996 | 38,116.69 | 1.60 | -0.37 | 15.58 | 20.85 | 12.39 |
| HSBC Large Cap Gr | HSBCMF | 10-12-2002 | 1,848.84 | 2.14 | 0.48 | 13.64 | 17.59 | 11.77 |
| JM Large Cap Gr | JMMF | 01-04-1995 | 513.35 | 2.38 | -6.84 | 15.11 | 16.68 | 10.25 |
| Kotak Large Cap Fund Gr | KotakMF | 29-12-1998 | 10,342.14 | 1.74 | 2.49 | 14.31 | 18.88 | 12.07 |
| SBI Large Cap FUND Reg PLAN Gr | SBIMF | 01-02-2006 | 53,030.39 | 1.48 | 3.34 | 13.68 | 18.72 | 11.94 |
| Tata Large Cap Reg Gr | TataMF | 07-05-1998 | 2,631.28 | 2.01 | -1.72 | 13.53 | 18.83 | 10.96 |
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.
Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
