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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
Kotak India EQ Contra Fund
 Equity - Contra Fund
726
 44.70 726
10.4
27 Jul' 05
-18
1.25
4.08
9.12
11.69
12.17
11.67
11.67
Somewhat Good
Somewhat Good
Invesco India Contra Fund
 Equity - Contra Fund
4,274
 42.51 4,274
11.5
11 Apr' 07
-14.08
2.2
6.17
11.46
14.71
15.71
15.47
15.04
Somewhat Good
Very Good
SBI Contra Fund
 Equity - Contra Fund
1,094
 84.43 1,094
10.1
14 Jul' 99
-25.51
-6.77
-1.04
4.86
8.00
9.42
10.31
13.94
Risky
Not Good
Aditya Birla Sun Life Dividend Yield Fund
 Equity - Dividend Yield Fund
600
 137.69 600
16.2
10 Feb' 03
-15.23
-5.93
-0.77
5.55
10.39
12.59
13.00
14.45
Risky
Not Good
Principal Dividend Yield Fund
 Equity - Dividend Yield Fund
155
 48.11 155
10.4
15 Oct' 04
-12.99
1.36
5.65
8.57
11.95
12.10
11.00
10.78
Somewhat Good
Very Good
Templeton India Equity Income Fund
 Equity - Dividend Yield Fund
699
 38.73 699
9.94
18 May' 06
-18.65
-2.99
1.75
7.12
11.33
12.60
12.34
12.30
Risky
Not Good
UTI Dividend Yield Fund
 Equity - Dividend Yield Fund
1,987
 57.16 1,987
12.2
03 May' 05
-13.51
-0.38
3.07
6.66
10.41
11.90
12.55
12.39
Somewhat Good
Not Good
ICICI Prudential Dividend Yield Equity Fund
 Equity - Dividend Yield Fund
134
 12.74 134
3.8
16 May' 14
-26.12
-7.63
0.58
NA
5.80
9.28
4.67
NA
Risky
Not Good
IDBI Dividend Yield Fund
 Equity - Dividend Yield Fund
76
 9.80 76
-2.78
21 Dec' 18
-5.33
NA
NA
NA
0.40
NA
NA
NA
Somewhat Good
NA
BNP Paribas Long Term Equity Fund
 Equity - ELSS
408
 35.66 408
9.05
05 Jan' 06
-10.45
0.87
2.94
10.84
13.58
12.48
11.76
11.90
Somewhat Good
Not Good
Aditya Birla Sun Life Tax Plan
 Equity - ELSS
493
 34.00 493
9.17
03 Oct' 06
-15.35
0.16
3.97
10.62
13.45
13.43
13.27
12.89
Somewhat Good
Not Good
DSP Tax Saver Fund
 Equity - ELSS
5,407
 42.34 5,407
11.2
18 Jan' 07
-15.79
-0.7
5.37
10.82
14.35
14.53
14.62
14.17
Somewhat Good
Very Good
Quant Tax Plan
 Equity - ELSS
9
 84.64 9
11.1
31 Mar' 00
-13
0.73
7.04
7.31
9.70
8.38
7.57
9.41
Risky
Not Good
L&T Tax Advantage Fund
 Equity - ELSS
2,700
 45.09 2,700
11
27 Feb' 06
-19.08
-3.36
3.25
8.35
12.87
14.04
13.72
13.69
Somewhat Good
Not Good
Franklin India Taxshield
 Equity - ELSS
3,131
 442.29 3,131
19.5
10 Apr' 99
-24.77
-4.85
0.28
8.53
13.36
14.36
14.63
18.16
Somewhat Good
Not Good
HDFC Long Term Advantage Fund
 Equity - ELSS
1,032
 292.19 1,032
18.8
02 Jan' 01
-22.99
-2.47
3.84
8.65
13.44
13.91
13.27
17.81
Somewhat Good
Not Good
HDFC Tax Saver
 Equity - ELSS
5,845
 404.10 5,845
16.4
31 Mar' 96
-25.6
-6.49
0.08
6.45
11.93
12.94
12.81
18.32
Risky
Not Good
HSBC Tax Saver Equity Fund
 Equity - ELSS
124
 30.42 124
8.45
05 Jan' 07
-20.78
-4.88
2.21
8.68
12.41
13.04
13.09
12.65
Somewhat Good
Not Good
ICICI Prudential Long Term Equity Fund (Tax Saving)
 Equity - ELSS
5,565
 319.91 5,565
18
19 Aug' 99
-18.93
-0.45
3.13
9.52
13.86
14.81
14.28
18.87
Risky
Not Good
Kotak Tax Saver Fund
 Equity - ELSS
1,040
 38.73 1,040
9.6
23 Nov' 05
-16.95
-0.82
4
8.75
12.27
11.45
10.88
10.90
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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