This page uses Javascript. Your browser either doesn't support Javascript or you have it turned off. To see this page as it is meant to appear please use a Javascript enabled browser.

Consistent performers among Equity Funds

Mutual funds are about long term performance. At FundsIndia, we have done the research to identify which funds have performed consistently over long periods of time relative to its category. In the table below, you will find the funds that have consistently ranked in the top quartile (top 25%) within their category over multiple investment periods. For equity funds, we have chosen 3, 5, and 7 year periods (thus organically excluding funds that are not at least 7 years old). For debt funds, we have chosen 3 months, 6 months, and 1 year periods. TOP DEBT FUNDS

Scheme Name 3 Year Return (%) 3 Year Rank 5 Year Return (%) 5 Year Rank 7 Year Return (%) 7 Year Rank Average
Percentile Ranking(%)
FundsIndia Rating  
Large Cap Fund
Franklin India Bluechip Fund(G) 9.64 4/69 3.71 1/50 16.47 3/38 5.23 BUY
ICICI Pru Large & Mid Cap Fund(G) 9.01 6/69 1.87 6/50 14.85 6/38 12.16 BUY
ICICI Pru Top 100-Inst-1(G) 9.01 6/69 1.87 6/50 14.85 6/38 12.16 BUY
SBI Magnum Equity ESG Fund-Reg(G) 8.67 12/69 1.23 12/50 16.48 2/38 15.55 BUY
Large & Mid Cap Fund
ICICI Pru Multi-Asset Fund(G) 10.47 8/67 5.35 8/52 18.03 1/35 10.06 BUY
ICICI Pru Multi-Asset Fund-Inst -1(G) 10.47 8/67 5.35 8/52 18.03 1/35 10.06 BUY
UTI Dividend Yield Fund-Reg(G) 10.35 9/67 6.54 2/52 16.91 8/35 13.38 BUY
Mid & Small Cap Fund
IDFC Flexi Cap Fund-Reg(G) 15.91 9/50 10.19 4/42 22.41 1/26 10.46 BUY
IDFC Premier Equity-B(G) 15.91 9/50 10.19 4/42 22.41 1/26 10.46 BUY
ICICI Pru Value Discovery Fund(G) 14.04 13/50 11.34 2/42 16.86 4/26 15.38 BUY
ICICI Pru Value Discovery-Inst -1(G) 14.04 13/50 11.34 2/42 16.86 4/26 15.38 BUY
Hybrid: Equity-oriented Fund
HDFC Balanced Fund(G) 14.15 2/27 10.24 1/26 15.13 5/25 10.42 BUY
HDFC Prudence Fund(G) 12.13 6/27 8.29 4/26 16.9 1/25 13.87 BUY