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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

How to invest in 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
Kotak India EQ Contra Fund
 Equity - Contra Fund
811
 51.91 811
11.6
27 Jul' 05
2.89
5.58
7.39
11.88
10.98
12.00
11.53
11.64
Somewhat Good
Somewhat Good
Invesco India Contra Fund
 Equity - Contra Fund
4,662
 49.38 4,662
12.7
11 Apr' 07
9.44
7.8
8.87
13.88
14.08
15.51
15.27
14.93
Somewhat Good
Very Good
SBI Contra Fund
 Equity - Contra Fund
1,171
 102.66 1,171
11.2
14 Jul' 99
4.34
-0.81
2.48
7.95
7.47
9.10
9.87
13.59
Risky
Not Good
Aditya Birla Sun Life Dividend Yield Fund
 Equity - Dividend Yield Fund
635
 160.77 635
17.2
10 Feb' 03
8.52
-1.48
1.98
7.57
9.53
12.08
12.59
14.23
Risky
Not Good
Principal Dividend Yield Fund
 Equity - Dividend Yield Fund
169
 54.68 169
11.3
15 Oct' 04
10.15
6.03
8.19
10.68
11.33
11.93
10.90
10.75
Somewhat Good
Very Good
Templeton India Equity Income Fund
 Equity - Dividend Yield Fund
738
 44.36 738
11
18 May' 06
0.05
1.04
5.23
10.15
10.61
12.31
12.14
12.15
Risky
Not Good
UTI Dividend Yield Fund
 Equity - Dividend Yield Fund
2,259
 66.81 2,259
13.3
03 May' 05
8.53
5.52
6.12
8.92
9.73
11.58
12.20
12.22
Somewhat Good
Not Good
ICICI Prudential Dividend Yield Equity Fund
 Equity - Dividend Yield Fund
148
 14.89 148
6.59
16 May' 14
-2.87
-2.99
3.49
NA
5.09
8.19
4.42
NA
Risky
Not Good
IDBI Dividend Yield Fund
 Equity - Dividend Yield Fund
79
 11.42 79
8.4
21 Dec' 18
16.06
NA
NA
NA
3.22
NA
NA
NA
Somewhat Good
NA
BNP Paribas Long Term Equity Fund
 Equity - ELSS
425
 40.28 425
9.99
05 Jan' 06
6.48
4.61
5.19
12.57
13.08
12.49
11.58
11.90
Very Good
Not Good
Aditya Birla Sun Life Tax Plan
 Equity - ELSS
508
 38.05 508
10.2
03 Oct' 06
6.86
3.74
6.04
12.58
13.00
13.35
13.08
12.84
Somewhat Good
Not Good
DSP Tax Saver Fund
 Equity - ELSS
6,083
 48.07 6,083
12.3
18 Jan' 07
2.82
3.71
7.37
13.31
13.56
14.26
14.42
14.08
Somewhat Good
Very Good
Quant Tax Plan
 Equity - ELSS
10
 108.76 10
12.4
31 Mar' 00
24.44
8.57
12.93
11.29
9.51
8.44
7.55
9.21
Risky
Not Good
L&T Tax Advantage Fund
 Equity - ELSS
2,843
 51.66 2,843
12
27 Feb' 06
0.94
0.77
5.34
10.64
11.98
13.68
13.50
13.52
Somewhat Good
Not Good
Franklin India Taxshield
 Equity - ELSS
3,310
 502.81 3,310
20.1
10 Apr' 99
-6.37
-0.86
2.51
10.6
12.46
14.01
14.24
17.79
Somewhat Good
Not Good
HDFC Long Term Advantage Fund
 Equity - ELSS
1,120
 340.48 1,120
19.7
02 Jan' 01
-0.85
2.75
6.74
11.27
12.56
13.69
13.02
17.36
Somewhat Good
Not Good
HDFC Tax Saver
 Equity - ELSS
6,517
 463.62 6,517
17
31 Mar' 96
-3.12
-1.77
2.78
8.59
10.85
12.55
12.41
17.80
Somewhat Good
Not Good
HSBC Tax Saver Equity Fund
 Equity - ELSS
129
 34.85 129
9.62
05 Jan' 07
-0.37
0.28
4.56
11.25
11.70
12.73
12.85
12.53
Somewhat Good
Not Good
ICICI Prudential Long Term Equity Fund (Tax Saving)
 Equity - ELSS
5,970
 359.74 5,970
18.6
19 Aug' 99
0.15
4.42
5.32
11.79
12.82
14.54
13.98
18.43
Somewhat Good
Not Good
Kotak Tax Saver Fund
 Equity - ELSS
1,203
 43.76 1,203
10.6
23 Nov' 05
3.15
3.82
6.2
11.15
11.65
11.38
10.77
10.88
Somewhat Good
Not Good
*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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