Consistent Performing Mutual Funds
| 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 Hybrid 95 Fund - Regular Plan-Growth | 10-02-1995 | 9,894.14 | 1.80 | 3.47 | 3.98 | 5.61 | 10.97 |
| BARODA HYBRID EQUITY FUND - Plan A - Growth Option | 12-09-2003 | 485.47 | 2.51 | 6.56 | 5.55 | 5.50 | 8.65 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | 01-02-1993 | 3,000.44 | 2.01 | 16.15 | 11.17 | 9.39 | 13.01 |
| DSP Equity & Bond Fund- Regular Plan - Growth | 27-05-1999 | 6,497.03 | 1.93 | 21.09 | 10.23 | 9.92 | 11.69 |
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 1,769.77 | 2.16 | 8.73 | 6.47 | 6.71 | 11.18 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 22,389.68 | 1.73 | 8.09 | 6.42 | 7.82 | 13.24 |
| L&T Hybrid Equity Fund- Regular Plan - Growth | 05-01-2011 | 7,367.57 | 1.78 | 10.60 | 6.68 | 7.28 | - |
| Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth | 05-07-2015 | 3,380.33 | 1.91 | 11.23 | 9.87 | - | - |
| Principal Hybrid Equity Fund-Growth | 14-01-2000 | 1,370.69 | 1.91 | 4.92 | 8.84 | 8.80 | 10.62 |
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | 01-12-1995 | 32,584.70 | 1.62 | 17.70 | 11.69 | 9.40 | 12.50 |
| Sundaram Equity Hybrid Fund Regular Growth | 23-06-2000 | 1,875.57 | 2.21 | 14.45 | 10.39 | 8.19 | 8.74 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 4,433.78 | 1.91 | 2.68 | 3.65 | 5.10 | 8.97 |
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.
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