PGIM MF ELSS Tax Saver Fund 728x90

Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 09/23
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HDFC Mid Cap Opportunities Fund HDFCMF 25-06-2007 60,417.99 1.42 54.62 30.17 23.35 21.11
Motilal Oswal Midcap Fund MotilalMF 24-02-2014 8,986.69 1.73 59.67 37.44 26.25 22.46
Nippon India Growth Fund NipponIndiaMF 05-10-1995 24,796.00 1.65 54.58 29.69 24.14 20.19
PGIM India Midcap Opportunities Fund PGIMIndiaMF 05-12-2013 9,923.95 1.72 28.49 20.61 24.38 17.69
quant Mid Cap Fund QuantMF 26-02-2001 5,873.25 1.81 66.56 35.61 30.40 20.10
SBI Magnum Midcap Fund SBIMF 29-03-2005 16,856.01 1.70 39.75 24.97 22.58 19.53
EDELWEISS MID CAP FUND EdelweissMF 26-12-2007 5,114.61 1.81 51.05 26.62 24.16 21.91
Kotak Emerging Equity Fund KotakMF 30-03-2007 39,684.91 1.47 40.09 23.35 22.19 22.03
Mahindra Manulife Mid Cap Fund MahindraManulifeMF 05-01-2018 2,201.78 1.99 60.31 28.88 24.51 -
UTI - Mid Cap Fund UTIMF 05-08-2005 9,943.94 1.76 40.09 21.15 20.70 18.76

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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