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Best Performing Mutual Funds

All Funds Best Performers Tax Savers Wealth Builder High Risk / Returns

List of All Best Performers

Scheme Name
Min. Invest AUM (In Cr)
Edelweiss US Technology Equity Fund Of Fund-Dir(G)
Edelweiss US Technology Equity Fund Of Fund-Dir(G)

FoFs Overseas | Other

 41.21% ₹100 ₹2,645.38 Invest
HDFC Pharma and Healthcare Fund - Direct (G)
HDFC Pharma and Healthcare Fund - Direct (G)

Sectoral / Thematic | Equity

 41.10% ₹100 ₹1,577.12 Invest
Invesco India-Invesco GCT Fund of Fund-Dir (G)
Invesco India-Invesco GCT Fund of Fund-Dir (G)

FoFs Overseas | Other

 39.72% ₹1,000 ₹312.24 Invest
Motilal Oswal Small Cap Fund - Direct (G)
Motilal Oswal Small Cap Fund - Direct (G)

Small Cap Fund | Equity

 39.15% ₹500 ₹4,084.27 Invest
Motilal Oswal Midcap Fund-Dir (G)
Motilal Oswal Midcap Fund-Dir (G)

Mid Cap Fund | Equity

 38.66% ₹500 ₹26,421.09 Invest
ICICI Pru P.H.D Fund - Direct (G)
ICICI Pru P.H.D Fund - Direct (G)

Sectoral / Thematic | Equity

 37.27% ₹5,000 ₹5,320.29 Invest
LIC MF Infrastructure Fund - Direct (G)
LIC MF Infrastructure Fund - Direct (G)

Sectoral / Thematic | Equity

 37.06% ₹5,000 ₹927.50 Invest
DSP Healthcare Fund - Direct (G)
DSP Healthcare Fund - Direct (G)

Sectoral / Thematic | Equity

 36.00% ₹100 ₹3,339.79 Invest
SBI Magnum Children's Benefit Fund - IP - Dir (G)
SBI Magnum Children's Benefit Fund - IP - Dir (G)

Childrens Fund | Solution Oriented

 35.44% ₹5,000 ₹3,244.79 Invest
Motilal Oswal Large and Midcap Fund - Dir (G)
Motilal Oswal Large and Midcap Fund - Dir (G)

Large & Mid Cap Fund | Equity

 34.95% ₹500 ₹9,001.07 Invest
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List of All Best Performers

Edelweiss US Technology Equity Fund Of Fund-Dir(G)

Edelweiss US Technology Equity Fund Of Fund-Dir(G)

Equity | FoFs Overseas

1Y returns

41.21%

Min. Invest

₹100

AUM

₹2,645.38 Cr

HDFC Pharma and Healthcare Fund - Direct (G)

HDFC Pharma and Healthcare Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

41.10%

Min. Invest

₹100

AUM

₹1,577.12 Cr

Invesco India-Invesco GCT Fund of Fund-Dir (G)

Invesco India-Invesco GCT Fund of Fund-Dir (G)

Equity | FoFs Overseas

1Y returns

39.72%

Min. Invest

₹1,000

AUM

₹312.24 Cr

Motilal Oswal Small Cap Fund - Direct (G)

Motilal Oswal Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

39.15%

Min. Invest

₹500

AUM

₹4,084.27 Cr

Motilal Oswal Midcap Fund-Dir (G)

Motilal Oswal Midcap Fund-Dir (G)

Equity | Mid Cap Fund

1Y returns

38.66%

Min. Invest

₹500

AUM

₹26,421.09 Cr

ICICI Pru P.H.D Fund - Direct (G)

ICICI Pru P.H.D Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

37.27%

Min. Invest

₹5,000

AUM

₹5,320.29 Cr

LIC MF Infrastructure Fund - Direct (G)

LIC MF Infrastructure Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

37.06%

Min. Invest

₹5,000

AUM

₹927.50 Cr

DSP Healthcare Fund - Direct (G)

DSP Healthcare Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

36.00%

Min. Invest

₹100

AUM

₹3,339.79 Cr

SBI Magnum Children's Benefit Fund - IP - Dir (G)

SBI Magnum Children's Benefit Fund - IP - Dir (G)

Equity | Childrens Fund

1Y returns

35.44%

Min. Invest

₹5,000

AUM

₹3,244.79 Cr

Motilal Oswal Large and Midcap Fund - Dir (G)

Motilal Oswal Large and Midcap Fund - Dir (G)

Equity | Large & Mid Cap Fund

1Y returns

34.95%

Min. Invest

₹500

AUM

₹9,001.07 Cr

View More

What are Top Performing Mutual Funds?

These mutual funds consistently deliver strong returns relative to their benchmarks and peer groups. These funds typically feature skilled fund managers and well-defined investment strategies.

It's important to note that past performance does not guarantee future results. These funds can vary based on market conditions and individual investor goals, with some excelling in bull markets while others providing better downside protection during downturns.

Aligning the fund's objectives with your financial goals is crucial. So, investors should consider factors beyond returns when evaluating mutual funds. This includes expense ratios, risk-adjusted performance metrics, fund size, and investment style. 

How to Select the Top Performing Mutual Funds?

Selecting the top-performing mutual funds involve careful consideration of various factors to ensure consistent returns and alignment with your financial goals. Here are five key ways that can help you to identify the best mutual funds. Note that one should not solely rely on these factors and should conduct thorough research before investing.

  • Historical performance

Analyse the fund's returns over 3, 5, and 10-year periods. Then, compare these to benchmark indices and category averages. While past performance doesn't guarantee future results, it provides insights into the fund's consistency and management quality. You can also look for mutual fund returns that consistently outperform their benchmark.

  • Expense ratio

You need to look for funds with lower expense ratios, as these costs directly impact your returns. However, don't make decisions solely based on this metric. Sometimes, higher fees may be justified by superior performance or unique investment strategies.

  • Fund manager expertise

Research the fund manager's track record, experience, and investment philosophy. A skilled fund manager can make a significant difference in fund performance. You also have to consider how long they've been managing the specific fund and their success.

  • Risk-adjusted returns

Evaluate the fund's Sharpe ratio and standard deviation to understand its risk-adjusted performance. A higher Sharpe ratio indicates better returns relative to the risk taken. This helps in comparing funds with different risk profiles, depending on the cap size.

  • Asset allocation and diversification

You need to examine the fund's portfolio composition across stock sectors, market capitalizations, and asset classes. A well-diversified portfolio can help manage risk. You also have to ensure the fund's strategy aligns with your investment goals and risk tolerance. For equity funds, check if it invests at least 65% in equity and equity-related instruments.

Tax Implications on Mutual Funds with The Best Performance


Tax implications for top-performing mutual funds depend on the fund type and holding period. For equity funds, gains are tax-free up to ₹1 lakh per year, with a 10% tax on long-term gains (held over one year) exceeding this limit. Meanwhile, short-term gains (under 1 year) are taxed at 15%.

For debt funds, gains are added to income and taxed at the applicable slab rate for short-term holdings (under three years). Long-term gains (over three years) are taxed at 20% with indexation benefits. This tax structure can significantly impact the actual returns generated by your investment, so it's crucial to consider the tax implications when selecting mutual fund schemes.

Who Should Invest in Best Performing Mutual Funds?

Investing in top-performing mutual funds can be a smart move for various types of investors. These funds offer the potential for consistent returns and diversification. Here are five key groups that should consider this investment:

  • Long-term investors

Those with a time horizon of 5+ years can benefit from top performing funds. Long-term investing allows for riding out market volatility and capitalizing on compound growth. It also aligns well with long term goals such as retirement planning or wealth accumulation.

  • Risk-tolerant individuals

Best performing funds often take on higher risk for higher returns. Investors who are comfortable with market fluctuations and short-term losses can better handle the volatility. This is particularly true for equity mutual funds and small cap or mid cap funds, which can be more volatile but potentially more rewarding.

  • Wealth builders

Individuals focused on growing their wealth over time should consider top mutual funds. These funds' strong performance can help accelerate wealth accumulation. Plus, it can be quite effective when combined with regular investing and reinvesting of gains.

  • Diversification seekers

Investors looking to diversify their portfolios can benefit from these funds. It is thanks to their investments in different categories (large-cap funds, mid-cap funds, small-cap funds, sector-specific). This approach can help balance risk while potentially enhancing overall portfolio performance. A mix of equity and debt funds can provide a balanced approach when investing in mutual funds.





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