Consistent Performing Mutual Funds
| 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.
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.
