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Funds | Independent and most detailed coverage of mutual fund schemes
Analysis & Commentary
Become a perfect stock investor
10 tools you'd get at Value Research and nowhere else. Explore our own Aladdin's cave!...
Quality conscious |
With over 90% of assets in G-secs and AAA bonds, UTI ST Income Fund ranks very high on credit quality in its category...
Avoiding extremes |
Tata Short Term Bond Fund is a good fund for investors looking for returns with low volatility...
A veteran |
Reliance Medium Term Fund takes minimal exposure to G-secs and has mostly invested in corporate bonds and commercial papers...
Enhanced portfolio manager
The Value Research Portfolio Manager has three exciting features to help you better manage your stock investments...
Conservative and steady |
HDFC Short Term Opportunities Fund steadfastly avoids the temptation to bet on falling rates or play the duration game...
Smart and consistent |
Birla Sun Life Short Term Opportunities Fund has beaten its category in every one of the last five years...
No longer safe
Credit risks, which eroded the value of a short-term debt fund recently, revealed that the category isn't risk-proof. Investors need to be cautious...
Valuation metrics at your fingertips!
A quick look at the most useful ratios to evaluate stocks and how conveniently you can get them on our stock pages...
Investment tracking made easy
Now you can directly upload your fund, stock and NPS transactions to your Value Research portfolio, without having to enter the details manually...
Powerful Tools
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Find out the performance rank of funds over different periods.

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Top Rated Funds
Show Direct Plans
Fund Name Rating 1 Year
Return (%)
3 Year
Return (%)
5 Year
Return (%)
Risk Grade Return Grade
Equity: Multi Cap
Birla Sun Life Advantage Fund | Invest Online 12.12 31.09 16.61 Avg. High
Birla Sun Life Advantage Fund - Direct Plan | Invest Online 13.20 31.94 - Avg. High
Birla Sun Life Equity Fund | Invest Online 9.53 28.70 16.09 Avg. Above Avg.
Birla Sun Life Equity Fund - Direct Plan | Invest Online 10.51 29.81 - Avg. High
Birla Sun Life Special Situations Fund - Direct Plan | Invest Online 11.57 30.94 - Above Avg. Above Avg.
BNP Paribas Dividend Yield Fund 2.20 23.21 14.99 Low Above Avg.
BNP Paribas Dividend Yield Fund - Direct Plan 3.91 25.00 - Low Above Avg.
BNP Paribas Equity Fund 2.01 21.16 15.61 Below Avg. Above Avg.
BNP Paribas Equity Fund - Direct Plan 3.18 22.33 - Below Avg. Above Avg.
Franklin India Flexi Cap Fund | Invest Online Now 4.14 26.00 15.05 Below Avg. Above Avg.
Franklin India Flexi Cap Fund - Direct Plan | Invest Online Now 4.94 26.89 - Below Avg. Above Avg.
Franklin India High Growth Companies Fund | Invest Online Now 4.73 31.04 19.56 Avg. High
Franklin India High Growth Companies Fund - Direct Plan | Invest Online Now 6.12 32.50 - Avg. High
Franklin India Prima Plus Fund | Invest Online Now 6.92 26.17 16.45 Low Above Avg.
Franklin India Prima Plus Fund - Direct Plan | Invest Online Now 8.14 27.34 - Low High
HSBC India Opportunities Fund 8.91 26.39 15.01 Avg. Above Avg.
HSBC India Opportunities Fund - Direct Plan 9.72 27.30 - Below Avg. Above Avg.
ICICI Prudential Indo Asia Equity Fund | Invest Now 1.59 21.46 14.60 Low Avg.
ICICI Prudential Indo Asia Equity Fund - Direct Plan | Invest Now 2.09 22.13 - Low Avg.
ICICI Prudential Multicap Fund | Invest Now 8.62 24.48 14.78 Avg. Above Avg.
ICICI Prudential Multicap Fund - Direct Plan | Invest Now 9.60 25.37 - Avg. Above Avg.
ICICI Prudential Value Discovery Fund | Invest Now 7.86 35.18 20.09 Below Avg. High
ICICI Prudential Value Discovery Fund - Direct Plan | Invest Now 9.21 36.48 - Below Avg. High
Invesco India Contra Fund 4.66 30.71 15.46 Avg. High
Invesco India Contra Fund - Direct Plan 6.11 32.46 - Avg. High
Kotak Select Focus Fund - Direct Plan 10.71 27.60 - Below Avg. High
Kotak Select Focus Fund Regular Plan 9.50 26.45 16.86 Below Avg. Above Avg.
L&T India Special Situations Fund - Direct Plan 3.40 23.00 - Avg. Above Avg.
Mirae Asset Great Consumer Fund - Direct Plan | Invest Online 6.06 22.70 - Low Above Avg.
Mirae Asset Great Consumer Fund - Regular Plan | Invest Online 4.73 21.26 16.56 Low Above Avg.
Mirae Asset India Opportunities Fund - Direct Plan | Invest Online 9.03 27.08 - Below Avg. Above Avg.
Mirae Asset India Opportunities Fund - Regular Plan | Invest Online 8.15 25.94 16.51 Below Avg. Above Avg.
PPFAS Long Term Value Fund - Direct Plan | Invest Online 7.35 22.26 - Low Avg.
PPFAS Long Term Value Fund - Regular Plan | Invest Online 6.77 21.65 - Low Avg.
Principal Growth Fund - Direct Plan | Invest Online 6.37 25.35 - Above Avg. Above Avg.
SBI Magnum Multicap Fund | Invest Online 11.48 28.25 16.45 Below Avg. High
SBI Magnum Multicap Fund - Direct Plan | Invest Online 12.55 29.17 - Below Avg. High
SBI Magnum Multiplier Fund | Invest Online 6.09 26.65 16.03 Below Avg. Above Avg.
SBI Magnum Multiplier Fund - Direct Plan | Invest Online 6.60 27.14 - Below Avg. Above Avg.
Tata Equity Opportunities Fund - Direct Plan 8.31 24.04 - Below Avg. Above Avg.
Tata Equity Opportunities Fund - Regular Plan 6.63 22.67 14.98 Below Avg. Avg.
Tata Ethical Fund - Direct Plan 2.67 21.67 - Low Above Avg.
Tata Ethical Fund - Regular Plan 1.77 20.57 14.85 Low Avg.
Equity: Mid Cap
Birla Sun Life Pure Value Fund - Direct Plan | Invest Online 12.46 40.22 - Avg. Above Avg.
BNP Paribas Midcap Fund 5.42 33.30 22.26 Below Avg. Above Avg.
BNP Paribas Midcap Fund - Direct Plan 6.95 34.85 - Below Avg. High
Franklin India Prima Fund | Invest Online Now 12.40 34.88 22.25 Below Avg. Above Avg.
Franklin India Prima Fund - Direct Plan | Invest Online Now 13.61 36.41 - Below Avg. High
HDFC Mid-Cap Opportunities Fund | Invest Online 12.14 35.77 20.47 Below Avg. Avg.
HDFC Mid-Cap Opportunities Fund - Direct Plan | Invest Online 13.20 36.86 - Below Avg. Above Avg.
Invesco India Mid N Small Cap Fund - Direct Plan 6.05 34.78 - Avg. Above Avg.
JP Morgan India Mid and Small Cap Fund 4.38 35.41 20.81 Avg. Above Avg.
JP Morgan India Mid and Small Cap Fund - Direct Plan 4.86 36.79 - Avg. Above Avg.
L&T India Value Fund 10.73 33.63 20.29 Below Avg. Avg.
L&T India Value Fund - Direct Plan 11.67 34.64 - Below Avg. Avg.
Mirae Asset Emerging Bluechip Fund - Direct Plan | Invest Online 14.52 42.52 - Low High
Mirae Asset Emerging Bluechip Fund - Regular Plan | Invest Online 13.50 41.14 24.67 Low High
Principal Emerging Bluechip Fund | Invest Online 9.47 35.99 21.86 Avg. Above Avg.
Principal Emerging Bluechip Fund - Direct Plan | Invest Online 10.49 37.03 - Avg. Above Avg.
SBI Magnum Global Fund | Invest Online 3.50 28.80 18.48 Low Avg.
SBI Magnum Global Fund - Direct Plan | Invest Online 4.59 29.87 - Low Avg.
UTI Mid Cap Fund 7.13 39.62 21.40 Below Avg. High
UTI Mid Cap Fund - Direct Plan 8.10 40.67 - Below Avg. High
Equity: Tax Planning
Axis Long Term Equity Fund | Invest Online 6.16 29.98 20.44 Low High
Axis Long Term Equity Fund - Direct Plan | Invest Online 7.33 31.57 - Low High
Birla Sun Life Tax Plan | Invest Online 6.34 26.65 16.16 Below Avg. Above Avg.
Birla Sun Life Tax Plan - Direct Plan | Invest Online 7.47 27.83 - Below Avg. High
Birla Sun Life Tax Relief 96 | Invest Online 6.83 27.66 16.18 Below Avg. Above Avg.
Birla Sun Life Tax Relief 96 - Direct Plan | Invest Online 7.77 28.58 - Below Avg. Above Avg.
BNP Paribas Long Term Equity Fund 1.01 23.81 16.72 Below Avg. Above Avg.
BNP Paribas Long Term Equity Fund - Direct Plan 1.70 24.35 - Low Above Avg.
DSP BlackRock Tax Saver Fund 10.84 26.37 16.67 Avg. Above Avg.
DSP BlackRock Tax Saver Fund - Direct Plan 11.47 27.08 - Below Avg. Above Avg.
Franklin India Taxshield Fund | Invest Online Now 5.79 25.39 16.34 Low Above Avg.
Franklin India Taxshield Fund - Direct Plan | Invest Online Now 6.80 26.41 - Low Above Avg.
ICICI Prudential Long Term Equity Fund (Tax Saving) | Invest Now 7.38 26.57 15.31 Avg. Above Avg.
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan | Invest Now 8.68 27.75 - Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Direct Plan 1.78 24.88 - Below Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Regular Plan 0.66 23.42 15.79 Below Avg. Avg.
Invesco India Tax Plan - Direct Plan 6.32 28.27 - Avg. Above Avg.
Reliance Tax Saver Fund  |  Invest Online 4.67 32.01 17.49 High High
Reliance Tax Saver Fund - Direct Plan  |  Invest Online 5.39 32.95 - High High
Tata India Tax Savings Fund 12.31 25.57 16.39 Below Avg. Avg.
Tata India Tax Savings Fund - Direct Plan 13.74 27.43 - Low High
Hybrid: Equity-oriented
Birla Sun Life Balanced '95 Fund - Direct Plan | Invest Online 11.49 24.16 - Avg. Above Avg.
Franklin India Balanced Fund - Direct Plan | Invest Online Now 9.28 23.31 - Below Avg. Above Avg.
HDFC Balanced Fund | Invest Online 9.72 25.36 15.06 Below Avg. Above Avg.
HDFC Balanced Fund - Direct Plan | Invest Online 10.92 26.40 - Below Avg. Above Avg.
HDFC Childrens Gift Fund - Investment Plan | Invest Online 8.63 22.21 14.74 Below Avg. Avg.
HDFC Childrens Gift Fund - Investment Plan - Direct Plan | Invest Online 9.49 23.05 - Below Avg. Above Avg.
ICICI Prudential Balanced Advantage Fund - Direct Plan | Invest Now 10.08 19.90 - Low Avg.
ICICI Prudential Balanced Fund | Invest Now 8.72 22.25 15.69 Below Avg. Above Avg.
ICICI Prudential Balanced Fund - Direct Plan | Invest Now 10.14 23.49 - Below Avg. High
ICICI Prudential Child Care Plan - Gift Plan - Direct Plan | Invest Now 12.14 27.87 - Above Avg. High
L&T India Prudence Fund 8.50 23.50 15.75 Below Avg. Above Avg.
L&T India Prudence Fund - Direct Plan 9.67 24.75 - Low High
SBI Magnum Balanced Fund | Invest Online 8.12 22.51 15.79 Below Avg. Above Avg.
SBI Magnum Balanced Fund - Direct Plan | Invest Online 9.51 23.61 - Below Avg. Above Avg.
Tata Balanced Fund - Direct Plan 6.55 24.31 - Avg. High
Tata Balanced Fund - Regular Plan 6.22 23.67 16.39 Avg. Above Avg.
Tata Retirement Savings Fund - Moderate Plan - Direct Plan 9.78 25.66 - Avg. High
Tata Retirement Savings Fund - Moderate Plan - Regular Plan 8.18 23.97 - Avg. Above Avg.
Rating as on June 30, 2016