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Mutual Funds Research

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  2. Mutual Funds Research

Mutual Fund Research Tools

Performance Comparison

  • Trailing Return of Funds
  • Mutual Fund Category Monitor
  • Mutual Fund Point to Point Returns
  • Mutual Fund Quartile Ranking
  • Mutual Fund Annual Returns
  • Mutual Fund Portfolio Overlap
  • Top Consistent Mutual Funds

SIP Returns

  • Top Performing SIP Funds
  • SIP with Annual Increase
  • Mutual Fund SIP Return Calculator

Lumpsum Return

  • Top Performing Lumpsum Funds
  • Lumpsum Returns Calculator

Rolling Returns

  • Rolling Return vs Category
  • Rolling Returns vs Benchmark
  • Rolling Return vs Other Benchmark
  • Rolling Return vs Sensex & Gold

STP & SWP Returns

  • Mutual Fund STP Calculator
  • STP Calculator Profit Transfer
  • Mutual Fund SWP Return Calculator
  • SWP With Annual Increase

Mutual Fund NAVs

  • Latest MF NAVs vs 52 Week NAVs

Equity: Large Cap

1 Year 3 Year 5 Year
Nippon India Large Cap Fund- Growth Plan -Growth Option -4.62 9.18 12.24
HDFC Large Cap Fund - Growth Option - Regular Plan -2.41 8.06 10.63
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth -4.9 9.56 10.56

Equity: Mid Cap

1 Year 3 Year 5 Year
Motilal Oswal Midcap Fund-Regular Plan-Growth Option -0.23 17.09 20.75
Invesco India Midcap Fund - Growth Option 9.13 21.44 18.53
HDFC Mid Cap Fund - Growth Plan 6.38 15.69 18.27

Equity: ELSS

1 Year 3 Year 5 Year
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 12.68 20.83 16.31
SBI ELSS Tax Saver Fund - Regular Plan- Growth -3.25 12.62 14.1
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 12.55 12.79 14.07

Equity: Multi Cap

1 Year 3 Year 5 Year
Nippon India Multi Cap Fund-Growth Plan-Growth Option -1.66 11.39 16.04
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 13.06 15.23 14.85
ICICI Prudential Multi Cap Fund - Regular Plan - Growth 7.41 14.32 14.15

Equity: Sectoral-Banking and Financial Services

1 Year 3 Year 5 Year
Invesco India FInancial Services Fund - Regular Plan - Growth 7.68 16.03 12.72
Sundaram FInancial Services Opportunities Fund Regular Plan - Growth 8.77 11.32 12.61
Nippon India BankIng And FInancial Services Fund-Growth Plan-Growth Option 3.68 10.64 12.52

Equity: Thematic-Others

1 Year 3 Year 5 Year
FranklIn India Opportunities Fund - Growth 3.12 18.69 17.39
ICICI Prudential India Opportunities Fund - Growth Option -0.84 12.38 16.81
ICICI Prudential Exports & Services Fund - Growth 3.2 13.68 13.61

Hybrid: Aggressive

1 Year 3 Year 5 Year
ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth 0.38 12.24 14.36
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 14.26 15.36 13.67
JM Aggressive Hybrid Fund (Regular) -Growth Option -0.94 10.74 11.74

Hybrid: Conservative

1 Year 3 Year 5 Year
Bank Of India Conservative Hybrid Fund-ECO Plan-Growth 3.06 6.13 9.27
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 5.1 8.95 9.1
Bank Of India Conservative Hybrid Fund-Regular Plan-Growth 2.71 5.73 8.97

Debt: Long Duration

1 Year 3 Year 5 Year
Nippon India Nivesh Lakshya Long Term Fund- Growth Option 2.38 5.99 5.42
ICICI Prudential Long Term Fund - Regular Plan - Growth 2.63 6.04 4.85
Bandhan Medium to Long Term Fund - Regular Plan - Growth 5.18 5.94 4.55

Debt: Liquid

1 Year 3 Year 5 Year
Bank Of India Liquid Fund- Regular Plan- Growth 6.5 6.94 6.33
Axis Liquid Fund - Regular Plan - Growth Option 6.5 6.92 6.31
Canara Robeco Liquid Fund - Regular Plan - Growth Option 6.41 6.88 6.28

Debt: Short Duration

1 Year 3 Year 5 Year
Bank of India Short Term Fund-Regular Plan- Growth 4.93 7.13 10.28
Sundaram Short Duration Fund Growth Plan 5.23 6.9 7.38
UTI Short Term Fund - Regular Plan - Growth Option 5.07 6.93 6.97

Debt: Ultra Short Duration

1 Year 3 Year 5 Year
UTI Ultra Short Term Fund - Regular Plan - Growth Option 6.07 6.71 6.56
Aditya Birla Sun Life Ultra Short Term Fund - Regular Plan - Growth 6.46 7.27 6.52
Baroda BNP Paribas Ultra Short Term Fund - Regular Plan - Growth 6.49 7.07 6.45
Data as on -

Check the following sections of our Mutual Fund Research

  • Top Performing Mutual Funds

  • Top Performing SIP Funds

  • Best Performing Mutual Fund Selector

  • Mutual Funds Performance Comparison

  • Top Performing Lumpsum Funds

  • STP Return Calculator

  • SWP Return Calculator

  • Fixed Deposit vs Debt Funds

  • Rolling Returns

  • Top Dividend Paying Mutual Funds

  • SIP Return Calculator

  • Mutual Fund Point to Point Returns

  • Historical Dividends


Disclaimer : Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Insurance is the subject matter of the solicitation. For more details on risk factors, associated terms and conditions and exclusions please read the product brochures available with respective companies before concluding a sale.

Any information contained in the articles or Research is only for informational purpose and does not constitute advice or offer to sell/purchase units of the schemes of any asset management companies or Insurance companies. Information and content developed in this website has been provided by https://www.moneymine.com, data providers and the advertisers and is to be read from an investment awareness and education perspective only. Our independence is paramount to the integrity of the research or information that we provide. We do not offer or participate in investment management or investment advisory activities or selling funds. We do not charge fund managers to be researched and rated. This eliminates any conflict of interest, and ensures our independence and objectivity. To purchase and invest in any of the products take help from your Financial Advisor or Registered Investment Advisors or the respective companies.

Indicosmic Wealth Management Company Private Limited makes no warranties or representations, express or implied, on products written, offered, reviewed through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the Nippon India of its information and research on the products or related services. Terms and conditions of the website are applicable.

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