AMFI India Fixed Income MF Cyclist 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 (%)
Edelweiss Aggressive Hybrid Fund EdelweissMF 12-08-2009 1,440.35 2.04 32.56 19.66 16.20 14.19
Edelweiss Aggressive Hybrid Fund Plan B EdelweissMF 16-06-2009 1,440.35 2.15 32.65 19.77 16.26 14.23
ICICI Prudential Equity & Debt Fund ICICIMF 05-11-1999 33,502.19 1.62 40.00 26.28 20.17 17.64
UTI Aggressive Hybrid Fund UTIMF 20-03-1995 5,306.20 1.95 31.74 19.26 15.24 13.24
Bandhan Hybrid Equity Fund BandhanMF 05-12-2016 691.03 2.38 26.30 15.19 13.28 -
Bank of India Mid & Small Cap Equity & Debt Fund BOIMF 05-07-2016 665.29 2.42 45.87 24.57 20.86 -
Baroda BNP Paribas Aggressive Hybrid Fund BarodaBNPMF 05-04-2017 997.29 2.17 32.71 0.00 - -
Franklin India Equity Hybrid Fund FranklinMF 10-12-1999 1,713.97 2.14 31.59 16.64 14.35 14.19
HDFC Hybrid Equity Fund HDFCMF 01-04-2005 22,697.38 1.70 21.13 16.43 13.93 14.63
Kotak Equity Hybrid Fund KotakMF 25-11-1999 5,160.84 1.82 26.24 15.86 16.08 -
Nippon India Equity Hybrid Fund NipponIndiaMF 05-06-2005 3,435.18 2.00 29.80 17.70 10.51 12.34
quant Absolute Fund QuantMF 21-03-2001 1,868.85 2.05 38.47 23.23 23.96 18.71
Tata Hybrid Equity Fund TataMF 08-10-1995 3,688.01 1.93 23.96 15.91 13.02 13.29

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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