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Best Mutual Funds to Invest in 2020

POPULAR
Large Cap Mutual Funds Mid Cap Mutual Funds Small Cap Mutual Funds Multi Cap Mutual Funds Tax Savings ELSS Mutual Funds

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How to Choose
Mutual Funds using Moneyworks4me

Fund Name
Category
Net Assets (Cr.)

NAV (Rs.)
AUM (Cr.)
Returns Since inception
Returns
Is it a Sahi Mutual Fund?

Past

Avg Rolling
Quality
Performance
SBI - ETF Nifty 50
 ETFs - Index
66,217
 119.83 66,217
7.47
22 Jul' 15
8.59
9.77
NA
NA
12.18
12.27
NA
NA
Somewhat Good
NA
HDFC Balanced Advantage Fund(G)
 Hybrid - Balanced Advantage
44,151
 192.77 44,151
16.4
11 Sep' 00
5.39
7.79
7.72
10.22
14.69
12.73
13.45
18.09
Somewhat Good
Very Good
HDFC Balanced Advantage Fund(G)(Adjusted)
 Hybrid - Balanced Advantage
44,151
 192.77 44,151
17.8
01 Feb' 94
5.39
7.79
7.72
10.22
16.35
15.06
15.49
19.18
Somewhat Good
Very Good
SBI Equity Hybrid Fund
 Hybrid - Aggressive Hybrid Fund
32,585
 147.47 32,585
11.8
06 Jan' 96
17.24
11.55
9.44
13.31
14.41
12.89
13.25
15.23
Very Good
Very Good
Kotak Standard Multicap Fund
 Equity - Multi Cap Fund
30,546
 36.92 30,546
13.3
11 Sep' 09
13.4
10.01
9.98
14.73
15.09
16.16
17.42
13.57
Very Good
Very Good
ICICI Prudential Balanced Advantage Fund
 Hybrid - Balanced Advantage
28,853
 37.58 28,853
10.6
30 Dec' 06
10.68
8.32
8.32
12.36
13.53
12.51
12.83
12.48
Very Good
Very Good
ICICI Prudential Bluechip Fund
 Equity - Large Cap Fund
24,814
 42.49 24,814
13.1
23 May' 08
7.21
8.15
7.42
12.07
15.78
15.06
15.29
15.03
Somewhat Good
Very Good
SBI - ETF Sensex
 ETFs - Index
23,960
 421.68 23,960
11.8
15 Mar' 13
11.28
11.46
7.62
NA
13.67
11.28
11.31
NA
Somewhat Good
NA
HDFC Mid-Cap Opportunities Fund
 Equity - Mid Cap Fund
23,788
 55.53 23,788
14.5
25 Jun' 07
10.55
5.8
9.09
16.75
22.01
19.91
20.25
19.54
Somewhat Good
Very Good
SBI Blue Chip Fund
 Equity - Large Cap Fund
23,625
 40.02 23,625
10.4
20 Jan' 06
10.83
7.41
7.57
13.06
14.81
12.98
12.54
12.50
Somewhat Good
Not Good
HDFC Equity Fund
 Equity - Multi Cap Fund
23,357
 631.80 23,357
17.9
01 Jan' 95
3.25
6.56
6.26
10.47
16.81
14.64
15.14
20.15
Risky
Somewhat Good
ICICI Prudential Equity & Debt Fund
 Hybrid - Aggressive Hybrid Fund
22,390
 133.79 22,390
13.6
03 Nov' 99
7.07
6.08
7.77
13.33
15.57
14.01
13.80
15.46
Very Good
Very Good
Axis Long Term Equity Fund
 Equity - ELSS
21,997
 50.21 21,997
17.2
29 Dec' 09
21.89
15.17
10.69
17.94
18.16
19.20
20.36
16.65
Very Good
Somewhat Good
Aditya Birla SL Frontline Equity Fund(G)
 Equity - Large Cap Fund
20,708
 224.92 20,708
19.5
30 Aug' 02
6.87
6.49
6.48
11.86
15.11
14.07
15.15
17.07
Somewhat Good
Not Good
Aditya Birla SL Frontline Equity (Trigger Facility)(G)
 Equity - Large Cap Fund
20,708
 224.92 20,708
19.6
23 Sep' 02
6.87
6.49
6.48
11.86
15.11
14.07
15.15
16.99
Somewhat Good
Not Good
HDFC Hybrid Equity Fund(G)
 Hybrid - Aggressive Hybrid Fund
20,228
 53.94 20,228
12
06 Apr' 05
6.84
4.67
4.37
8.15
13.61
11.13
11.13
10.92
Very Good
Not Good
HDFC Hybrid Equity Fund(G)(Adjusted)
 Hybrid - Aggressive Hybrid Fund
20,228
 53.94 20,228
15.1
11 Sep' 00
6.84
4.67
4.37
8.15
16.86
16.03
15.88
17.02
Very Good
Not Good
HDFC Top 100 Fund
 Equity - Large Cap Fund
18,266
 465.09 18,266
17.8
03 Sep' 96
2.34
6.25
6.18
10.16
15.03
13.70
14.47
19.73
Risky
Somewhat Good
Mirae Asset Large Cap Fund
 Equity - Large Cap Fund
17,140
 52.41 17,140
15
04 Apr' 08
10.49
10.91
10.24
14.82
19.22
17.76
18.12
17.60
Somewhat Good
Very Good
UTI - Nifty Exchange Traded Fund
 ETFs - Index
16,839
 1232.80 16,839
10.8
01 Sep' 15
8.6
10.72
NA
NA
13.29
13.25
NA
NA
Somewhat Good
NA
*Based on the Fund’s Ranking within its Category
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FAQs

  • Why should you invest in Mutual Funds?
  • One should invest in Mutual Funds to earn equity-linked returns (significantly higher than FD). This will also help you reach your financial goals faster.
  • How many Mutual Funds should one invest in?
  • You should select at least 4-5 funds that complement each other. Fund Managers like every competent investor choose a strategy, and hence, the one Fund will work best only in some market situations. So, when investing in stocks through Mutual Funds, you need to select a combination that will work better together, in the present and future.
  • Should I invest in mutual funds if I invest in direct stocks?
  • Yes, you should, in order to complement your investment strategy/style/biases and also be confident about committing a larger portion of your Investable Surplus to equities.
  • How to select the best Mutual Fund?
  • Finding a good Mutual Fund to invest in requires you to answer 3 essential questions:
    1. 1. What is the Right Fund? – Check quality of Holdings, consistency of returns, expense
    2. 2. What is the Right Time to buy? – Check portfolio valuation and fund manager investment strategy
    3. 3. What is the Right Allocation? – Check if the fund suits your risk profile
    Read our blog , 'If not past returns, then how do you select the right Equity Mutual Fund to invest in?' for details
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