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Mutual Funds Mutual funds in 2025: Should you look at investment in small-cap funds?
So far, the Sensex has gained 8.92% and the Nifty has risen 9.49% in 2024.
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BEST MUTUAL FUNDS

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Find the best performing mutual funds across different time duration
Filter
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Equity Funds
Flexi Cap
Clear Filter
Fund Name Category Rank Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
1Out of 35
₹72.02
50.38%
23.50%
Very High Risk
₹12,598.45 Cr
Invesco India Flexi Cap Fund Direct Growth Invesco India Flexi Cap Fund Direct Growth
2Out of 35
--
₹20.16
39.52%
23.50%
Very High Risk
₹2,415.25 Cr
JM Flexicap Fund (Direct) Growth Option JM Flexicap Fund (Direct) Growth Option
3Out of 35
₹119.37
37.45%
23.50%
Very High Risk
₹5,012.19 Cr
Bank of India Flexi Cap Fund Direct Growth Bank of India Flexi Cap Fund Direct Growth
4Out of 35
₹38.84
33.29%
23.50%
Very High Risk
₹2,048.16 Cr
HSBC Flexi Cap Fund Growth Direct HSBC Flexi Cap Fund Growth Direct
5Out of 35
₹248.85
32.36%
23.50%
Very High Risk
₹4,942.70 Cr
360 ONE Flexicap Fund Direct Growth 360 ONE Flexicap Fund Direct Growth
6Out of 35
--
₹15.71
31.46%
23.50%
Very High Risk
₹1,254.18 Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • Category Rank
    1Out of 35
  • NAV ₹72.02
  • Fund Size ₹12,598.45 Cr
Fund Return 50.38%
Category Return 23.50%
Invesco India Flexi Cap Fund Direct Growth Invesco India Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    2Out of 35
  • NAV ₹20.16
  • Fund Size ₹2,415.25 Cr
Fund Return 39.52%
Category Return 23.50%
JM Flexicap Fund (Direct) Growth Option JM Flexicap Fund (Direct) Growth Option
Very High Risk
  • Category Rank
    3Out of 35
  • NAV ₹119.37
  • Fund Size ₹5,012.19 Cr
Fund Return 37.45%
Category Return 23.50%
Bank of India Flexi Cap Fund Direct Growth Bank of India Flexi Cap Fund Direct Growth
Very High Risk
  • Category Rank
    4Out of 35
  • NAV ₹38.84
  • Fund Size ₹2,048.16 Cr
Fund Return 33.29%
Category Return 23.50%
HSBC Flexi Cap Fund Growth Direct HSBC Flexi Cap Fund Growth Direct
Very High Risk
  • Category Rank
    5Out of 35
  • NAV ₹248.85
  • Fund Size ₹4,942.70 Cr
Fund Return 32.36%
Category Return 23.50%
360 ONE Flexicap Fund Direct Growth 360 ONE Flexicap Fund Direct Growth
Very High Risk --
  • Category Rank
    6Out of 35
  • NAV ₹15.71
  • Fund Size ₹1,254.18 Cr
Fund Return 31.46%
Category Return 23.50%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Only Growth, Direct and Non-ETF schemes are considered
For Category returns, all scheme variants are considered
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BT MUTUAL FUND MANAGER RANKING
Ranking In :
Gopal Agrawal
Gopal Agrawal
3Y Performance
22.94%
Scheme Name
HDFC Large and Mid Cap Fund Direct Growth
AMC
HDFC Asset Management Co Ltd
Manish Gunwani
Manish Gunwani
3Y Performance
25.54%
Scheme Name
Bandhan Core Equity Fund Direct Plan Growth
AMC
Bandhan Asset Management Company Limited
Aditya Khemani
Aditya Khemani
3Y Performance
29.35%
Scheme Name
Motilal Oswal Large and Midcap Fund Direct Growth
AMC
Motilal Oswal Asset Management Company Limited - Portfolio Managers
Portfolio manager ranking is based on 3 Year Information Ratio
Category benchmark is used in calculating Information Ratio
i

Information Ratio (a.k.a Appraisal Ratio) shows the consistency of a fund manager in generating excess returns over the benchmark. It is measured by dividing the Mean Active return (Fund Return – Benchmark Return) by the volatility of Active return. The volatility (or Standard Deviation) of Active return is called Tracking Error.

Information Ratio = Mean of (Portfolio Return – Benchmark Return) / Tracking Error

The higher the Information Ratio, the more consistent the fund manager is in generating excess returns.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24
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CATEGORY AVERAGE RETURNS (in %)

All Categories
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Equity: Sector - Healthcare
3.21
3.46
2.39
39.39
20.09
28.18
15.13
Equity: Mid-Cap
1.78
1.70
-3.22
30.28
22.67
26.50
17.02
Equity: Sector - Technology
1.62
2.42
4.56
29.67
7.15
30.38
--
Equity: Contra
1.58
0.16
-4.37
29.33
22.08
22.74
15.46
Equity: Small-Cap
1.75
0.98
-2.14
28.81
22.69
31.55
18.39
Equity: Infrastructure
0.94
-1.27
-6.95
28.58
27.02
27.05
15.70
Equity: Large and Mid-Cap
1.74
1.17
-3.45
26.64
19.31
21.64
15.12
Equity: Multi-Cap
1.72
0.69
-3.52
25.48
20.61
22.67
15.74
Equity: Flexi Cap
1.90
0.82
-3.77
23.50
16.88
19.21
13.70
Equity: Focused Fund
1.57
0.08
-4.64
22.70
16.34
18.52
13.82
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Sector - Healthcare
3.21
3.46
2.39
39.39
20.09
28.18
15.13
Mid-Cap
1.78
1.70
-3.22
30.28
22.67
26.50
17.02
Sector - Technology
1.62
2.42
4.56
29.67
7.15
30.38
--
Contra
1.58
0.16
-4.37
29.33
22.08
22.74
15.46
Small-Cap
1.75
0.98
-2.14
28.81
22.69
31.55
18.39
Infrastructure
0.94
-1.27
-6.95
28.58
27.02
27.05
15.70
Large and Mid-Cap
1.74
1.17
-3.45
26.64
19.31
21.64
15.12
Multi-Cap
1.72
0.69
-3.52
25.48
20.61
22.67
15.74
Flexi Cap
1.90
0.82
-3.77
23.50
16.88
19.21
13.70
Focused Fund
1.57
0.08
-4.64
22.70
16.34
18.52
13.82
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Aggressive Allocation
1.19
0.27
-3.05
19.47
14.63
16.93
12.28
Dynamic Asset Allocation
0.91
0.24
-2.48
14.18
12.33
12.79
9.77
Equity Savings
0.58
0.58
0.01
11.51
9.35
10.05
8.45
Conservative Allocation
0.19
0.06
0.52
10.39
8.70
9.06
7.09
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Long Duration
0.10
0.23
0.15
9.77
6.37
6.09
6.34
10 yr Government Bond
0.06
0.13
0.74
8.80
5.66
5.67
6.80
Government Bond
0.05
0.06
0.49
8.77
5.91
6.14
6.64
Dynamic Bond
0.05
0.10
0.40
8.59
6.12
6.22
6.42
Medium to Long Duration
0.04
0.03
0.66
8.21
5.89
6.00
5.93
Floating Rate
0.10
0.32
1.48
8.07
6.57
6.40
6.44
Medium Duration
0.11
0.21
1.34
7.90
6.24
6.06
6.18
Credit Risk
0.03
0.16
1.45
7.60
9.10
6.61
6.05
Corporate Bond
0.08
0.22
1.21
7.56
5.88
6.19
6.36
Short Duration
0.02
0.21
1.36
7.51
6.13
6.22
6.15
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Liquid
0.13
0.47
1.37
6.67
5.91
4.77
5.22
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Sector - Precious Metals
0.33
0.02
0.41
18.35
15.83
13.37
9.96
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Arbitrage Fund
0.11
0.59
1.76
7.27
6.27
5.29
5.88

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
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TOP EXCHANGE TRADED FUNDS

  • NSE
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Find the Top performing ETFs across different time periods
1M 3M 6M 1Y 3Y 5Y
Fund Name EOD Price EOD Volume Fund Return Category Return
ICICI Prudential S&P BSE Midcap Select ETF ICICI Prudential S&P BSE Midcap Select ETF
₹138.11
0
10.70%
8.08%
Mirae Asset NYSE FANG+ETF Mirae Asset NYSE FANG+ETF
₹133.12
159,995
7.20%
--
Axis NIFTY Healthcare ETF Axis NIFTY Healthcare ETF
₹152.33
3,710
6.14%
4.02%
Aditya Birla Sun Life Nifty Healthcare ETF Aditya Birla Sun Life Nifty Healthcare ETF
₹15.40
698,500
6.14%
4.02%
ICICI Prudential Nifty Healthcare ETF ICICI Prudential Nifty Healthcare ETF
₹150.02
0
5.82%
3.61%
ICICI Prudential Nifty 100 ETF ICICI Prudential Nifty 100 ETF
₹23.76
0
5.64%
5.99%
ICICI Prudential S&P BSE Midcap Select ETF ICICI Prudential S&P BSE Midcap Select ETF
Very High Risk
  • EOD Price ₹138.11
  • Fund Size ₹76.68 Cr
  • EOD Volume 0
1 Month Return 10.70%
Category Return 8.08%
Mirae Asset NYSE FANG+ETF Mirae Asset NYSE FANG+ETF
Very High Risk
  • EOD Price ₹133.12
  • Fund Size ₹2,559.16 Cr
  • EOD Volume 159,995
1 Month Return 7.20%
Category Return --
Axis NIFTY Healthcare ETF Axis NIFTY Healthcare ETF
Very High Risk
  • EOD Price ₹152.33
  • Fund Size ₹19.81 Cr
  • EOD Volume 3,710
1 Month Return 6.14%
Category Return 4.02%
Aditya Birla Sun Life Nifty Healthcare ETF Aditya Birla Sun Life Nifty Healthcare ETF
Very High Risk
  • EOD Price ₹15.40
  • Fund Size ₹40.84 Cr
  • EOD Volume 698,500
1 Month Return 6.14%
Category Return 4.02%
ICICI Prudential Nifty Healthcare ETF ICICI Prudential Nifty Healthcare ETF
Very High Risk
  • EOD Price ₹150.02
  • Fund Size ₹152.04 Cr
  • EOD Volume 0
1 Month Return 5.82%
Category Return 3.61%
ICICI Prudential Nifty 100 ETF ICICI Prudential Nifty 100 ETF
Very High Risk
  • EOD Price ₹23.76
  • Fund Size ₹102.48 Cr
  • EOD Volume 0
1 Month Return 5.64%
Category Return 5.99%
EOD: End of Day
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
View more

PORTFOLIO OVERLAP TOOL

The mutual fund portfolio overlap tool lets you compare and know the extent of commonalities between portfolios of 2 equity/hybrid funds.

View Overlap Funds

WHO OWNS THIS STOCK

Find out which mutual funds have holdings in any given stock

NEW FUND OFFERS(NFO)

Bajaj Finserv ELSS Tax Saver Fund Direct Growth Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Equity ELSS (Tax Savings)
  • Open Date Dec 24, 2024
  • Close Date Jan 22, 2025
  • Risk level Very High Risk
  • Min. Investment ₹500
Bajaj Finserv Gilt Fund Direct Growth Bajaj Finserv Gilt Fund Direct Growth
Fixed Income Government Bond
  • Open Date Dec 30, 2024
  • Close Date Jan 13, 2025
  • Risk level Moderate Risk
  • Min. Investment ₹5,000

HOT STOCKS

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Most active stocks that’s creating maximum buzz in the share market

TOOLS & CALCULATOR

  • Income Tax Calculator Calculate the tax payable on your income under both old and new tax regimes Calculate Now
  • SIP Calculator Calculate the returns on your SIP investments Calculate Now
  • FD Calculator Calculate the interest earning and maturity value on your FD investments Calculate Now
  • Dividend Yield Calculator Calculate the Dividend Yield of a stock on the basis of Dividend Payouts and its Price. Calculate Now
  • Lump-sum Calculator Calculate the returns on your one-time investment Calculate Now
  • TOP-UP SIP Calculator Estimate the returns by topping up your SIP investments yearly Calculate Now
  • CAGR Calculator Calculate the average annual growth rate on your investment Calculate Now
  • Latte-Factor Calculator  Estimate the opportunity cost of petty expenses incurred over a period of time Calculate Now

COMPARISON

Equity Linked Saving Schemes (ELSS) vs other investments under Section 80C
Investment Type
ELSS (Tax Savings)
3 Year Return
17.28%
Lock-In- period
3 YEARS
Type of return
Market Linked
Investment Type
Fixed Deposit
Returns
6.5%
Lock-In- period 5 YEARS
Type of Return Fixed
Investment Type
PPF
Returns
7.1%
Lock-In- period 15 YEARS
Type of Return Fixed
Investment Type
NSC
Returns
7.7%
Lock-In- period 5 YEARS
Type of Return Fixed

TOP ELSS FUNDS

DSP Tax Saver Fund Direct Plan Growth DSP Tax Saver Fund Direct Plan Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 152.04
  • Fund Size ₹ 16,835.11 Cr
  • Rating
3 Year Return 20.82%
Category Return 17.28%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 33.09
  • Fund Size ₹ 4,273.94 Cr
  • Rating
3 Year Return 19.36%
Category Return 17.28%
Bank of India Tax Advantage Fund Direct Plan Growth Bank of India Tax Advantage Fund Direct Plan Gr...
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 195.88
  • Fund Size ₹ 1,453.01 Cr
  • Rating
3 Year Return 19.29%
Category Return 17.28%
Kotak Tax Saver-Scheme-Growth - Direct Kotak Tax Saver-Scheme-Growth - Direct
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 136.13
  • Fund Size ₹ 6,148.14 Cr
  • Rating
3 Year Return 19.25%
Category Return 17.28%
Quant Tax Plan Growth Option Direct Plan Quant Tax Plan Growth Option Direct Plan
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 398.86
  • Fund Size ₹ 10,799.00 Cr
  • Rating
3 Year Return 19.13%
Category Return 17.28%
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth Bandhan Tax Advantage (ELSS) Fund - Direct Plan...
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 171.06
  • Fund Size ₹ 6,894.23 Cr
  • Rating
3 Year Return 16.76%
Category Return 17.28%
Return in annualised terms (CAGR)
Only Growth and Direct schemes are considered
For Category returns, all scheme variants are considered
Only 5 star rated schemes are taken into account
view more

FAVOURITE STOCKS

Top picks in the mutual fund space in terms of shares held
Stock
No. of shares held in Nov 2024
Change in number of shares on a MOM basis
ICICI Bank Ltd ICICI Bank Ltd
18,48,57,589
37,52,065
ITC Ltd ITC Ltd
17,61,10,920
-5,29,534
HDFC Bank Ltd HDFC Bank Ltd
15,72,36,993
-50,08,489
Infosys Ltd Infosys Ltd
8,43,17,368
7,38,411
Larsen & Toubro Ltd Larsen & Toubro Ltd
3,81,70,128
-1,95,568
IndusInd Bank Ltd IndusInd Bank Ltd
2,25,52,040
8,30,694

POPULAR INDUSTRIES

Top themes in the Mutual Fund space in terms of investments
P Pharmaceutical Retailers New
  • ₹ 238.61 Cr Investment in Nov 2024
  • 1.36% Monthly change
S Shipping Ports
  • ₹ 125.92 Cr Investment in Nov 2024
  • 4.25% Monthly change
U Utilities Renewable
  • ₹ 29.60 Cr Investment in Nov 2024
  • 1.07% Monthly change
L Lodging
  • ₹ 19.31 Cr Investment in Nov 2024
  • 1.77% Monthly change
A Aerospace Defense
  • ₹ 4.59 Cr Investment in Nov 2024
  • 1.21% Monthly change
M Metal Fabrication
  • ₹ 3.78 Cr Investment in Nov 2024
  • 0.49% Monthly change

ASSET MANAGEMENT COMPANY(AMC)

As on Nov 2024
SBI Funds Management Ltd SBI Funds Management Ltd AUM ₹ 11,03,179.52 Cr ICICI Prudential Asset Management Company Limited ICICI Prudential Asset Management Company Limited AUM ₹ 9,03,691.06 Cr HDFC Asset Management Co Ltd HDFC Asset Management Co Ltd AUM ₹ 7,99,052.00 Cr Nippon Life India Asset Management Ltd Nippon Life India Asset Management Ltd AUM ₹ 5,79,010.66 Cr Kotak Mahindra Asset Management Co Ltd Kotak Mahindra Asset Management Co Ltd AUM ₹ 4,93,224.02 Cr Aditya Birla Sun Life AMC Ltd Aditya Birla Sun Life AMC Ltd AUM ₹ 3,81,850.60 Cr Axis Asset Management Company Limited Axis Asset Management Company Limited AUM ₹ 3,23,158.32 Cr UTI Asset Management Co Ltd UTI Asset Management Co Ltd AUM ₹ 3,22,519.36 Cr
AUM: Assets under management
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