Consistent Performing Mutual Funds
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | 1-Yr Return (%) | 3-Yrs Return (%) | 5-Yrs Return (%) | 10-Yrs Return (%) |
|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Aggressive Hybrid Fund | BarodaBNPMF | 05-04-2017 | 1,169.40 | 2.11 | 24.23 | 12.83 | 15.83 | - |
| Edelweiss Aggressive Hybrid Fund | EdelweissMF | 12-08-2009 | 2,195.03 | 1.97 | 23.96 | 15.46 | 17.47 | 12.09 |
| ICICI Prudential Equity & Debt Fund | ICICIMF | 05-11-1999 | 40,203.38 | 1.58 | 24.73 | 17.55 | 21.31 | 15.06 |
| UTI Aggressive Hybrid Fund | UTIMF | 20-03-1995 | 6,110.59 | 1.87 | 25.40 | 14.76 | 18.48 | 11.90 |
| Bandhan Hybrid Equity Fund | BandhanMF | 05-12-2016 | 787.10 | 2.33 | 23.09 | 11.51 | 15.57 | - |
| Bank of India Mid & Small Cap Equity & Debt Fund | BOIMF | 05-07-2016 | 1,009.82 | 2.25 | 25.33 | 16.61 | 25.39 | - |
| DSP Equity & Bond Fund | DSPMF | 26-05-1999 | 10,327.37 | 1.75 | 24.83 | 11.85 | 15.92 | 12.64 |
| Franklin India Equity Hybrid Fund | FranklinMF | 10-12-1999 | 2,013.57 | 2.09 | 23.36 | 12.97 | 15.94 | 11.84 |
| HDFC Hybrid Equity Fund | HDFCMF | 01-04-2005 | 24,068.32 | 1.68 | 17.77 | 11.61 | 15.34 | 12.03 |
| HSBC Aggressive Hybrid Fund | HSBCMF | 30-01-2013 | 5,631.02 | 1.86 | 25.22 | 12.25 | 14.76 | 11.64 |
| Invesco India Aggressive Hybrid Fund | InvescoMF | 15-06-2018 | 549.17 | 2.39 | 31.05 | 14.20 | 14.63 | - |
| JM Aggressive Hybrid Fund | JMMF | 01-04-1995 | 679.61 | 2.27 | 32.40 | 20.24 | 23.82 | 12.41 |
| Kotak Equity Hybrid Fund | KotakMF | 25-11-1999 | 6,606.22 | 1.77 | 25.64 | 13.64 | 17.76 | 12.67 |
| Mahindra Manulife Aggressive Hybrid Fund | MahindraManulifeMF | 19-07-2019 | 1,465.17 | 2.07 | 26.35 | 14.35 | 18.64 | - |
| Nippon India Equity Hybrid Fund | NipponIndiaMF | 05-06-2005 | 3,857.87 | 1.98 | 21.87 | 14.11 | 12.74 | 9.99 |
| Quant Absolute Fund | QuantMF | 21-03-2001 | 2,248.26 | 2.00 | 19.52 | 12.28 | 22.33 | 14.90 |
| Tata Hybrid Equity Fund | TataMF | 08-10-1995 | 4,137.30 | 1.92 | 19.75 | 11.09 | 13.91 | 10.51 |
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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