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 (%) |
|---|---|---|---|---|---|---|---|---|
| Bandhan Core Equity Fund | BandhanMF | 09-08-2005 | 7,277.98 | 1.78 | 33.06 | 25.24 | 23.25 | 15.84 |
| HDFC Large and Mid Cap Fund | HDFCMF | 18-02-1994 | 23,979.21 | 1.66 | 22.99 | 22.68 | 22.97 | 14.00 |
| ICICI Prudential Large & Mid Cap Fund | ICICIMF | 09-07-1998 | 17,672.39 | 1.70 | 24.66 | 22.32 | 22.86 | 14.72 |
| Motilal Oswal Large and Midcap Fund | MotilalMF | 01-10-2019 | 7,686.95 | 1.74 | 49.54 | 29.36 | 26.87 | - |
| UTI Large & Mid Cap Fund | UTIMF | 01-08-2005 | 4,048.44 | 1.95 | 31.59 | 22.87 | 23.38 | 14.18 |
| DSP Equity Opportunities Fund | DSPMF | 16-05-2000 | 14,020.72 | 1.70 | 27.08 | 20.80 | 20.63 | 15.79 |
| Edelweiss Large & Mid Cap Fund | EdelweissMF | 14-06-2007 | 3,743.80 | 1.87 | 27.98 | 19.63 | 21.13 | 14.98 |
| HSBC Large and Mid Cap Fund | HSBCMF | 03-03-2019 | 3,947.02 | 1.92 | 42.41 | 22.78 | 22.18 | - |
| Invesco India Large & Mid Cap Fund | InvescoMF | 09-08-2007 | 6,339.56 | 1.81 | 42.20 | 24.10 | 21.58 | 16.11 |
| Kotak Equity Opportunities Fund | KotakMF | 05-09-2004 | 25,637.33 | 1.59 | 28.21 | 21.53 | 21.13 | 15.75 |
| Nippon India Vision Fund | NipponIndiaMF | 05-10-1995 | 5,545.78 | 1.96 | 30.17 | 22.00 | 21.22 | 12.83 |
| Quant Large & Mid Cap Fund | QuantMF | 11-12-2006 | 3,647.43 | 1.89 | 22.00 | 21.68 | 24.96 | 18.21 |
| SBI Large and Midcap Fund | SBIMF | 28-02-1993 | 29,315.46 | 1.61 | 22.36 | 18.73 | 21.04 | 15.36 |
| Tata Large & Mid Cap Fund | TataMF | 31-03-1993 | 8,342.11 | 1.76 | 18.82 | 18.11 | 18.51 | 13.89 |
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.
