HSBC MF Akshaya Imagery 728x90

Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 03/22
Scheme Name AMC Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HDFC Hybrid Equity Fund HDFCMF 01-04-2005 19,131.36 1.81 9.63 17.00 10.99 14.70
ICICI Prudential Equity & Debt Fund ICICIMF 05-11-1999 21,109.35 1.76 12.05 21.38 13.69 16.07
Kotak Equity Hybrid Fund KotakMF 01-11-2014 3,067.33 2.00 6.06 17.43 11.69 -
Mahindra Manulife Hybrid Equity Nivesh Yojana MahindraManulifeMF 19-07-2019 570.96 2.58 5.89 18.21 - -
quant Absolute Fund QuantMF 21-03-2001 761.95 2.31 14.09 31.84 19.27 17.78
UTI - Hybrid Equity Fund UTIMF 20-03-1995 4,478.47 1.94 6.10 17.28 9.43 11.85
Aditya Birla Sun Life Equity Hybrid 95 Fund ABSLMF 10-02-1995 7,828.12 1.86 -0.28 12.05 7.07 12.01
Edelweiss Aggressive Hybrid Fund EdelweissMF 12-08-2009 382.29 2.48 6.68 15.98 11.58 12.40
Edelweiss Aggressive Hybrid Fund Plan B EdelweissMF 16-06-2009 382.29 2.31 6.83 16.03 11.61 12.42
Franklin India Equity Hybrid Fund FranklinMF 10-12-1999 1,405.44 2.21 5.72 15.06 10.12 13.17
IDFC Hybrid Equity Fund IDFCMF 05-12-2016 592.60 2.43 2.79 15.07 8.84 -
Nippon India Equity Hybrid Fund NipponIndiaMF 05-06-2005 3,017.31 2.04 7.15 9.99 5.52 10.86
Tata Hybrid Equity Fund TataMF 08-10-1995 3,308.55 1.99 8.65 14.82 9.97 12.85

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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