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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
Nippon India ETF Nifty IT
 ETFs - Index
10
 18.10 10
757
30 Jun' 20
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Union Midcap Fund
 Equity - Mid Cap Fund
172
 14.14 172
150.3
23 Mar' 20
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
L&T Nifty 50 Index Fund
 Index Funds - Nifty
32
 12.39 32
105.3
15 Apr' 20
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
BOI AXA Multi Cap Fund
 Equity - Multi Cap Fund
32
 10.52 32
69.7
29 Jun' 20
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
L&T Nifty Next 50 Index Fund
 Index Funds - Nifty Next 50
17
 11.64 17
59.9
15 Apr' 20
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Sundaram Balanced Advantage Fund
 Hybrid - Balanced Advantage
564
 11.27 564
33.2
06 Mar' 20
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Aditya Birla Sun Life Pharma & Healthcare Fund
 Equity - Sectoral Fund - Pharma & Health Care
264
 13.87 264
32.7
10 Jul' 19
34.9
NA
NA
NA
33.30
NA
NA
NA
Somewhat Good
NA
DSP Healthcare Fund
 Equity - Sectoral Fund - Pharma & Health Care
475
 15.39 475
27.6
30 Nov' 18
53.26
NA
NA
NA
22.50
NA
NA
NA
Risky
NA
IDBI Healthcare Fund
 Equity - Sectoral Fund - Pharma & Health Care
36
 14.43 36
26.5
28 Feb' 19
44.67
NA
NA
NA
26.15
NA
NA
NA
Very Good
NA
Motilal Oswal Nasdaq 100 ETF
 ETFs - Other
1,091
 784.02 1,091
24.1
29 Mar' 11
45.5
27.67
21.76
24.98
23.38
21.58
20.49
23.27
Risky
NA
Mirae Asset Healthcare Fund
 Equity - Sectoral Fund - Pharma & Health Care
640
 15.86 640
22.6
02 Jul' 18
55.22
NA
NA
NA
13.50
NA
NA
NA
Somewhat Good
NA
Sundaram Mid Cap Fund
 Equity - Mid Cap Fund
4,896
 395.73 4,896
22.6
19 Jul' 02
-6.17
-6.55
1.89
10.67
15.04
16.98
17.10
20.24
Somewhat Good
Somewhat Good
Principal Emerging Bluechip Fund
 Equity - Large & Mid Cap Fund
1,918
 102.19 1,918
21.8
12 Nov' 08
6.04
0.67
7.41
15.35
16.70
18.92
20.83
17.89
Risky
Not Good
Aditya Birla Sun Life Equity Fund
 Equity - Multi Cap Fund
10,175
 683.61 10,175
21.2
27 Aug' 98
0.14
-0.01
6.54
11.7
12.86
13.50
13.42
17.46
Somewhat Good
Not Good
Nippon India Growth Fund
 Equity - Mid Cap Fund
6,111
 1065.68 6,111
20.6
08 Oct' 95
1.5
-0.53
4.53
9.95
11.59
12.72
13.21
19.42
Risky
Not Good
Nippon India Pharma Fund
 Equity - Sectoral Fund - Pharma & Health Care
3,093
 211.22 3,093
20.5
05 Jun' 04
48.67
16.29
8.03
14.82
15.63
18.90
19.92
20.67
Somewhat Good
Not Good
Franklin India Taxshield
 Equity - ELSS
3,310
 488.20 3,310
20
10 Apr' 99
-9.67
-2.7
2.11
9.67
12.61
14.14
14.32
17.85
Somewhat Good
Not Good
Aditya Birla Sun Life Midcap Fund
 Equity - Mid Cap Fund
2,046
 243.53 2,046
19.6
03 Oct' 02
-6.68
-7.2
1.32
9.34
11.96
14.24
14.66
16.80
Risky
Not Good
HDFC Long Term Advantage Fund
 Equity - ELSS
1,064
 328.79 1,064
19.5
02 Jan' 01
-6.35
0.24
6.43
10.13
12.67
13.78
13.06
17.40
Somewhat Good
Not Good
HSBC Large Cap Equity Fund
 Equity - Large Cap Fund
583
 207.45 583
18.7
10 Dec' 02
0.23
2.19
6.51
8.31
9.27
9.41
9.64
12.30
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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