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Mutual Funds Research

  1. Home
  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 8.3 21.13 27.56
ICICI Prudential Bluechip Fund - Growth 10.22 19.35 25.11
HDFC Large Cap Fund - Growth Option - Regular Plan 7.69 18.07 24.65

Equity: Mid Cap

1 Year 3 Year 5 Year
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 18.09 29.55 37.63
Nippon India Growth Fund-Growth Plan-Growth Option 10.73 25.24 33.44
HDFC Mid-Cap Opportunities Fund - Growth Plan 10.33 26.69 33.32

Equity: ELSS

1 Year 3 Year 5 Year
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan -6.76 15.79 33.26
SBI Long Term Equity Fund - Regular Plan- Growth 8.44 25.33 29.06
HDFC ELSS Tax saver - Growth Plan 13.56 23.53 28.48

Equity: Multi Cap

1 Year 3 Year 5 Year
Nippon India Multi Cap Fund-Growth Plan-Growth Option 7.13 24.15 33.09
Quant Active Fund-GROWTH OPTION - Regular Plan -8.58 13.34 29.45
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 6.55 18.8 27.75

Equity: Sectoral-Banking and Financial Services

1 Year 3 Year 5 Year
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 15.53 21.26 29.23
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 10.5 22.43 25.26
ICICI Prudential Banking and Financial Services Fund - Growth 18.18 18.24 24.58

Equity: Thematic-Others

1 Year 3 Year 5 Year
ICICI Prudential Commodities Fund - Growth Option - 15.52 37.66
ICICI Prudential India Opportunities Fund - Cumulative Option 13.49 24.5 34.0
Franklin India Opportunities Fund - Growth 9.75 32.22 32.43

Hybrid: Aggressive

1 Year 3 Year 5 Year
JM Aggressive Hybrid Fund (Regular) -Growth Option 1.83 21.47 27.35
ICICI Prudential Equity & Debt Fund - Growth 11.02 19.18 27.23
Quant Absolute Fund - Growth Option - Regular Plan -1.41 13.0 26.7

Hybrid: Conservative

1 Year 3 Year 5 Year
HDFC Hybrid Debt Fund - Growth Plan 8.92 11.48 12.97
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 10.24 9.18 12.49
SBI Conservative Hybrid Fund - Regular Plan - Growth 8.54 10.38 12.42

Debt: Long Duration

1 Year 3 Year 5 Year
Nippon India Nivesh Lakshya Fund- Growth Option 11.69 10.07 6.48
ICICI Prudential Long Term Bond Fund - Growth 11.39 9.09 5.42
BANDHAN Bond Fund - Income Plan - Regular Plan - Growth 8.45 6.94 4.7

Debt: Liquid

1 Year 3 Year 5 Year
HSBC Liquid Fund - Growth 9.03 8.22 5.89
Quant Liquid Fund - Growth Option - Regular Plan 7.02 6.57 5.58
Axis Liquid Fund - Regular Plan - Growth Option 7.3 6.91 5.48

Debt: Short Duration

1 Year 3 Year 5 Year
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 10.1 9.62 10.2
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 9.02 7.21 8.18
UTI Short Duration Fund - Regular Plan - Growth Option 8.63 7.29 7.41

Debt: Ultra Short Duration

1 Year 3 Year 5 Year
Nippon India Ultra Short Duration Fund- Growth Option 7.28 6.68 6.55
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 7.87 7.19 6.27
Aditya Birla Sun Life Savings Fund-Retail Growth 7.87 7.19 6.27
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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