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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 5.85 24.42 26.61
ICICI Prudential Bluechip Fund - Growth 6.77 21.54 23.96
HDFC Large Cap Fund - Growth Option - Regular Plan 3.13 19.88 23.16

Equity: Mid Cap

1 Year 3 Year 5 Year
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 10.77 35.19 36.55
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 12.12 30.87 33.56
Nippon India Growth Fund-Growth Plan-Growth Option 7.23 30.16 33.36

Equity: ELSS

1 Year 3 Year 5 Year
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan -8.5 20.58 33.06
SBI Long Term Equity Fund - Regular Plan- Growth 4.39 28.85 28.61
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 9.69 31.46 27.77

Equity: Multi Cap

1 Year 3 Year 5 Year
Nippon India Multi Cap Fund-Growth Plan-Growth Option 4.37 29.21 32.92
Quant Active Fund-GROWTH OPTION - Regular Plan -10.68 18.21 29.35
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 4.46 23.77 27.89

Equity: Sectoral-Banking and Financial Services

1 Year 3 Year 5 Year
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 15.75 24.84 28.52
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 9.44 25.74 25.25
Invesco India Financial Services Fund - Retail Growth 16.45 27.03 24.61

Equity: Thematic-Others

1 Year 3 Year 5 Year
ICICI Prudential Commodities Fund - Growth Option -3.69 22.13 35.76
ICICI Prudential India Opportunities Fund - Cumulative Option 11.33 27.38 32.21
Franklin India Opportunities Fund - Growth 4.26 34.88 31.53

Hybrid: Aggressive

1 Year 3 Year 5 Year
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 4.41 23.61 27.71
JM Aggressive Hybrid Fund (Regular) -Growth Option -1.04 24.62 27.07
Quant Absolute Fund - Growth Option - Regular Plan -2.23 16.51 26.63

Hybrid: Conservative

1 Year 3 Year 5 Year
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth 4.35 8.98 12.73
HDFC Hybrid Debt Fund - Growth Plan 7.11 12.0 12.56
BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth 3.93 8.65 12.45

Debt: Long Duration

1 Year 3 Year 5 Year
Nippon India Nivesh Lakshya Fund- Growth Option 9.18 10.23 6.05
ICICI Prudential Long Term Bond Fund - Growth 9.77 9.03 5.31
BANDHAN Bond Fund - Income Plan - Regular Plan - Growth 6.58 6.77 4.44

Debt: Liquid

1 Year 3 Year 5 Year
HSBC Liquid Fund - Growth 9.01 8.37 6.0
Quant Liquid Fund - Growth Option - Regular Plan 7.02 6.64 5.62
Aditya Birla Sun Life Liquid Fund- Discipline Advantage Plan 7.5 7.15 5.6

Debt: Short Duration

1 Year 3 Year 5 Year
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 10.22 9.88 10.22
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 9.1 7.44 8.04
UTI Short Duration Fund - Regular Plan - Growth Option 8.99 7.56 7.3

Debt: Ultra Short Duration

1 Year 3 Year 5 Year
Nippon India Ultra Short Duration Fund- Growth Option 7.45 6.82 6.56
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 8.13 7.34 6.22
Aditya Birla Sun Life Savings Fund-Retail Growth 8.13 7.34 6.22
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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