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 | |||||||||||
| Bandhan 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 | ||
