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Funds | Independent and most detailed coverage of mutual fund schemes
Analysis & Commentary
Use the Portfolio Manager to analyse your portfolio succinctly
The Analysis tab in Portfolio Manager will tell you a lot about your stocks/funds...
How to use Value Research Ratings
How many stars is right? Dhirendra Kumar gives you the answer...
True to label |
Reliance Small Cap Fund has a record of beating its benchmark in all six years since its inception...
Aggressive category, conservative choice |
L&T Midcap Fund has been a moderate but very consistent performer...
Limiting volatility |
Franklin India Smaller Companies Fund has consistently outperformed its benchmark for the last eight years...
The go-to fund |
A rock-solid performance has helped DSPBR Micro Cap Fund earn a five-star rating since 2016...
Scalding small caps
Here's our analysis of the small-cap fund category and a list of the recommended funds...
Tables to aid swift decision making
Here are 3 ready-to-use tables that can help you get a quick overview of the funds that you should be investing in...
How to avoid excessive exposure to a stock
Use the Who Owns What tool to know if your fund already owns the stock you want to buy...
Power play
Electricity is a hot topic in the Indian context - socially, economically and politically...
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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: Large Cap
Birla Sun Life Frontline Equity Fund  |  Invest Online 21.40 13.79 19.62 Below Avg. Above Avg.
Birla Sun Life Frontline Equity Fund - Direct Plan  |  Invest Online 22.60 14.89 - Below Avg. High
Birla Sun Life Top 100 Fund  |  Invest Online 21.17 12.95 19.41 Below Avg. Above Avg.
Birla Sun Life Top 100 Fund - Direct Plan  |  Invest Online 22.61 14.12 - Below Avg. High
DHFL Pramerica Large Cap Fund  |  Invest Now 18.67 13.04 16.97 Below Avg. Above Avg.
DHFL Pramerica Large Cap Fund - Direct Plan  |  Invest Now 20.53 14.55 - Below Avg. Above Avg.
DSP BlackRock Focus 25 Fund | Start SIP Now 17.05 14.71 17.98 Avg. Above Avg.
DSP BlackRock Focus 25 Fund - Direct Plan | Start SIP Now 17.91 15.50 - Avg. High
Edelweiss Equity Opportunities Fund 18.45 12.57 16.53 Below Avg. Avg.
Edelweiss Equity Opportunities Fund - Direct Plan 19.21 13.60 - Below Avg. Above Avg.
Edelweiss Large Cap Advantage Fund - Direct Plan 19.13 12.90 - Below Avg. Avg.
Franklin India Bluechip Fund - Direct Plan  |  Invest Online Now 16.41 13.52 - Below Avg. Above Avg.
Franklin India Flexi Cap Fund  |  Invest Online Now 16.15 14.11 19.70 Low Above Avg.
Franklin India Flexi Cap Fund - Direct Plan  |  Invest Online Now 17.07 14.99 - Low High
ICICI Prudential Focused Bluechip Equity Fund  |  Invest Now 20.93 12.50 17.49 Below Avg. Above Avg.
ICICI Prudential Focused Bluechip Equity Fund - Direct Plan  |  Invest Now 22.11 13.56 - Below Avg. Above Avg.
IDBI India Top 100 Equity Fund 19.82 13.84 17.28 Avg. Above Avg.
IDBI India Top 100 Equity Fund - Direct Plan 21.55 14.82 - Avg. Above Avg.
Invesco India Business Leaders Fund  |  Invest Online 18.05 13.70 17.04 Below Avg. Avg.
Invesco India Business Leaders Fund - Direct Plan  |  Invest Online 20.09 15.68 - Below Avg. Above Avg.
Invesco India Dynamic Equity Fund  |  Invest Online 19.47 11.55 16.68 Low Avg.
Invesco India Dynamic Equity Fund - Direct Plan  |  Invest Online 21.49 13.50 - Low Above Avg.
Invesco India Growth Fund  |  Invest Online 22.40 14.76 18.75 Below Avg. Above Avg.
Invesco India Growth Fund - Direct Plan  |  Invest Online 24.49 16.77 - Low High
JM Core 11 Fund - Direct Plan 31.48 17.49 - High High
JM Multi Strategy Fund 35.47 16.55 20.29 High High
JM Multi Strategy Fund - Direct Plan 37.72 18.30 - Above Avg. High
Kotak 50 - Direct Plan  |  Invest Online 18.58 14.80 - Below Avg. Above Avg.
Kotak 50 Regular Plan  |  Invest Online 17.04 13.44 16.63 Avg. Above Avg.
Kotak Classic Equity - Direct Plan  |  Invest Online 22.80 12.37 - Below Avg. Above Avg.
Mirae Asset India Opportunities Fund - Direct Plan  |  Invest Online 27.73 18.05 - Low High
Mirae Asset India Opportunities Fund - Regular Plan  |  Invest Online 26.77 17.10 21.83 Low High
Motilal Oswal MOSt Focused 25 Fund - Direct Plan | Invest Online 28.28 18.63 - Below Avg. High
Motilal Oswal MOSt Focused 25 Fund - Regular Plan | Invest Online 26.53 17.01 - Below Avg. Above Avg.
Quantum Long Term Equity - Regular Plan #  |  Invest Online, Paperless - - - Low Above Avg.
Quantum Long Term Equity Fund - Direct Plan  |  Invest Online, Paperless 18.29 12.08 17.70 Low Above Avg.
Reliance ETF Consumption 20.67 15.38 - Avg. Above Avg.
Reliance Focused Large Cap Fund - Direct Plan 24.04 12.20 - Above Avg. Above Avg.
Reliance NRI Equity Fund 24.10 12.36 17.06 Avg. Above Avg.
Reliance NRI Equity Fund - Direct Plan 24.86 13.01 - Below Avg. Above Avg.
Reliance Top 200 Fund - Direct Plan 27.41 15.20 - Avg. High
Reliance Top 200 Fund - Retail Plan 26.04 14.15 18.95 Above Avg. Above Avg.
SBI Bluechip Fund  |  Invest Online 17.56 16.15 20.56 Low High
SBI Bluechip Fund - Direct Plan  |  Invest Online 18.85 17.32 - Low High
SBI Magnum Equity Fund  |  Invest Online 15.68 12.91 16.20 Below Avg. Avg.
SBI Magnum Equity Fund - Direct Plan  |  Invest Online 16.57 13.74 - Below Avg. Above Avg.
Tata Large Cap Fund - Direct Plan 19.70 12.90 - Low Avg.
UTI Equity Fund 15.35 11.78 16.90 Below Avg. Avg.
UTI Equity Fund - Direct Plan 15.90 12.26 - Below Avg. Above Avg.
Equity: Multi Cap
Birla Sun Life Advantage Fund  |  Invest Online 25.97 18.50 23.31 Above Avg. High
Birla Sun Life Advantage Fund - Direct Plan  |  Invest Online 27.49 19.52 - Above Avg. High
Birla Sun Life Equity Fund  |  Invest Online 31.24 16.62 23.08 Avg. High
Birla Sun Life Equity Fund - Direct Plan  |  Invest Online 32.53 17.71 - Avg. High
Birla Sun Life Special Situations Fund - Direct Plan  |  Invest Online 26.05 16.76 - Above Avg. High
BNP Paribas Dividend Yield Fund 25.41 15.77 19.95 Below Avg. Avg.
BNP Paribas Dividend Yield Fund - Direct Plan 27.35 17.58 - Below Avg. Above Avg.
DSP BlackRock Opportunities Fund | Start SIP Now 26.26 17.52 21.19 Below Avg. Above Avg.
DSP BlackRock Opportunities Fund - Direct Plan | Start SIP Now 27.61 18.44 - Below Avg. Above Avg.
Franklin India High Growth Companies Fund  |  Invest Online Now 22.28 18.81 25.02 Avg. High
Franklin India High Growth Companies Fund - Direct Plan  |  Invest Online Now 23.75 20.40 - Avg. High
Franklin India Prima Plus Fund  |  Invest Online Now 16.31 16.39 20.02 Low Avg.
Franklin India Prima Plus Fund - Direct Plan  |  Invest Online Now 17.64 17.67 - Low Above Avg.
ICICI Prudential Indo Asia Equity Fund  |  Invest Now 28.96 14.82 19.62 Below Avg. Avg.
ICICI Prudential Indo Asia Equity Fund - Direct Plan  |  Invest Now 29.46 15.38 - Low Avg.
ICICI Prudential Nifty Next 50 Index Fund  |  Invest Now 32.15 17.50 21.26 Avg. Above Avg.
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan  |  Invest Now 32.68 18.02 - Avg. Above Avg.
ICICI Prudential Value Discovery Fund  |  Invest Now 12.74 14.30 22.56 Below Avg. Above Avg.
ICICI Prudential Value Discovery Fund - Direct Plan  |  Invest Now 14.13 15.58 - Low High
IDBI Nifty Junior Index Fund - Direct Plan 32.84 17.68 - Avg. Above Avg.
Invesco India Contra Fund  |  Invest Online 24.17 16.59 21.17 Avg. Above Avg.
Invesco India Contra Fund - Direct Plan  |  Invest Online 26.39 18.46 - Avg. High
Kotak Opportunities - Direct Plan  |  Invest Online 29.23 19.50 - Below Avg. Above Avg.
Kotak Opportunities Regular Plan  |  Invest Online 27.54 18.08 20.14 Avg. Above Avg.
Kotak Select Focus Fund - Direct Plan  |  Invest Online 27.30 20.24 - Below Avg. High
Kotak Select Focus Fund Regular Plan  |  Invest Online 25.84 19.01 22.16 Below Avg. High
L&T India Special Situations Fund - Direct Plan  |  Invest Online 28.73 16.58 - Avg. Above Avg.
Mirae Asset Great Consumer Fund - Direct Plan  |  Invest Online 30.82 18.91 - Below Avg. Avg.
Motilal Oswal MOSt Focused Multicap 35 Fund - Direct Plan | Invest Online 32.68 27.19 - Low High
Motilal Oswal MOSt Focused Multicap 35 Fund - Regular Plan | Invest Online 31.51 25.95 - Below Avg. High
Principal Growth Fund - Direct Plan 33.26 16.35 - Above Avg. Above Avg.
Reliance ETF Junior BeES 31.60 17.55 21.76 Above Avg. Above Avg.
SBI Magnum Multicap Fund  |  Invest Online 21.06 18.92 21.54 Below Avg. Above Avg.
SBI Magnum Multicap Fund - Direct Plan  |  Invest Online 22.42 19.96 - Low High
SBI Magnum Multiplier Fund  |  Invest Online 20.78 16.24 20.53 Below Avg. Above Avg.
SBI Magnum Multiplier Fund - Direct Plan  |  Invest Online 21.40 16.76 - Below Avg. Above Avg.
Tata Equity Opportunities Fund - Direct Plan 19.99 16.09 - Below Avg. Avg.
Tata Retirement Savings Fund - Progressive Plan - Direct Plan 29.73 19.87 - Below Avg. Above Avg.
Equity: Mid Cap
Birla Sun Life Pure Value Fund - Direct Plan  |  Invest Online 30.26 17.15 - Avg. Avg.
BNP Paribas Midcap Fund - Direct Plan 27.56 22.21 - Below Avg. Above Avg.
Canara Robeco Emerging Equities Fund - Direct Plan  |  Buy Now 36.14 26.04 - Avg. High
Canara Robeco Emerging Equities Fund - Regular Plan  |  Buy Now 34.46 24.79 29.34 Avg. High
Edelweiss Mid and Small Cap Fund - Direct Plan 26.78 21.23 - Avg. Above Avg.
Franklin India Prima Fund  |  Invest Online Now 22.92 21.30 27.38 Below Avg. Avg.
Franklin India Prima Fund - Direct Plan  |  Invest Online Now 24.17 22.76 - Low Above Avg.
HDFC Mid-Cap Opportunities Fund  |  Invest Online 30.01 21.00 26.26 Below Avg. Avg.
HDFC Mid-Cap Opportunities Fund - Direct Plan  |  Invest Online 31.25 22.12 - Below Avg. Above Avg.
Kotak Emerging Equity Scheme - Direct Plan  |  Invest Online 29.72 27.14 - Below Avg. High
Kotak Emerging Equity Scheme Regular Plan  |  Invest Online 27.82 25.45 26.85 Avg. Above Avg.
Kotak Mid-Cap - Direct Plan  |  Invest Online 30.71 24.49 - Avg. Above Avg.
L&T India Value Fund  |  Invest Online 31.65 21.76 26.87 Low Above Avg.
L&T India Value Fund - Direct Plan  |  Invest Online 32.73 22.74 - Low Above Avg.
Mirae Asset Emerging Bluechip Fund - Direct Plan  |  Invest Online 37.53 29.34 - Low High
Mirae Asset Emerging Bluechip Fund - Regular Plan  |  Invest Online 36.48 28.20 31.85 Low High
Motilal Oswal MOSt Focused Midcap 30 Fund - Direct Plan | Invest Online 20.06 22.75 - Below Avg. Above Avg.
Motilal Oswal MOSt Focused Midcap 30 Fund - Regular Plan | Invest Online 18.55 21.21 - Below Avg. Above Avg.
Principal Emerging Bluechip Fund 32.63 23.06 28.18 Avg. Above Avg.
Principal Emerging Bluechip Fund - Direct Plan 33.98 24.18 - Below Avg. High
SBI Magnum Midcap Fund  |  Invest Online 18.07 22.51 29.03 Below Avg. Above Avg.
SBI Magnum Midcap Fund - Direct Plan  |  Invest Online 19.38 23.81 - Below Avg. Above Avg.
Sundaram Select Midcap Fund - Direct Plan 28.73 22.42 - Avg. Above Avg.
UTI Mid Cap Fund - Direct Plan 18.54 19.90 - Below Avg. Above Avg.
Equity: Tax Planning
Axis Long Term Equity Fund 18.83 17.22 23.84 Low Above Avg.
Axis Long Term Equity Fund - Direct Plan 20.16 18.61 - Low High
Birla Sun Life Tax Plan  |  Invest Online 21.31 17.77 21.62 Below Avg. Above Avg.
Birla Sun Life Tax Plan - Direct Plan  |  Invest Online 22.73 19.02 - Low High
Birla Sun Life Tax Relief 96  |  Invest Online 22.00 18.57 22.40 Low Above Avg.
Birla Sun Life Tax Relief 96 - Direct Plan  |  Invest Online 23.20 19.55 - Low High
DSP BlackRock Tax Saver Fund | Start SIP Now 23.97 16.79 21.70 Below Avg. Above Avg.
DSP BlackRock Tax Saver Fund - Direct Plan | Start SIP Now 25.38 17.69 - Below Avg. High
Escorts Tax Plan 25.05 24.79 18.82 Avg. Avg.
Escorts Tax Plan - Direct Plan 24.98 25.19 - Above Avg. Above Avg.
Franklin India Taxshield Fund  |  Invest Online Now 16.18 16.10 19.54 Low Avg.
Franklin India Taxshield Fund - Direct Plan  |  Invest Online Now 17.37 17.18 - Low Avg.
HSBC Tax Saver Equity Fund - Direct Plan 29.75 15.97 - Avg. Above Avg.
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan  |  Invest Now 15.24 12.20 - Avg. Avg.
IDBI Equity Advantage Fund - Direct Plan 20.91 19.54 - Below Avg. High
IDBI Equity Advantage Fund - Regular Plan 19.35 18.40 - Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Direct Plan 29.17 18.60 - Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Regular Plan 27.79 17.11 21.55 Avg. Above Avg.
Invesco India Tax Plan  |  Invest Online 19.96 15.62 20.51 Avg. Avg.
Invesco India Tax Plan - Direct Plan  |  Invest Online 21.99 17.57 - Below Avg. Above Avg.
L&T Tax Advantage Fund - Direct Plan  |  Invest Online 28.81 17.41 - Below Avg. Avg.
L&T Tax Saver Fund  |  Invest Online 30.28 18.71 20.51 Avg. Above Avg.
Principal Tax Savings Fund - Direct Plan 32.46 15.98 - Above Avg. Above Avg.
Tata India Tax Savings Fund 23.24 18.78 21.08 Below Avg. Above Avg.
Tata India Tax Savings Fund - Direct Plan 24.47 20.05 - Below Avg. High
Hybrid: Equity-oriented
Birla Sun Life Balanced '95 Fund  |  Invest Online 18.83 14.89 18.45 Avg. Above Avg.
Birla Sun Life Balanced '95 Fund - Direct Plan  |  Invest Online 20.35 16.21 - Avg. Above Avg.
Franklin India Balanced Fund - Direct Plan  |  Invest Online Now 15.60 16.45 - Below Avg. Avg.
HDFC Balanced Fund  |  Invest Online 23.02 15.23 19.00 Below Avg. Above Avg.
HDFC Balanced Fund - Direct Plan  |  Invest Online 24.37 16.38 - Below Avg. High
HDFC Childrens Gift Fund - Investment Plan - Direct Plan  |  Invest Online 23.51 15.22 - Below Avg. Avg.
ICICI Prudential Balanced Advantage Fund - Direct Plan  |  Invest Now 16.23 13.31 - Low Avg.
ICICI Prudential Balanced Fund  |  Invest Now 23.26 14.98 19.49 Below Avg. Above Avg.
ICICI Prudential Balanced Fund - Direct Plan  |  Invest Now 24.96 16.38 - Below Avg. High
L&T India Prudence Fund  |  Invest Online 21.92 16.21 19.85 Below Avg. Above Avg.
L&T India Prudence Fund - Direct Plan  |  Invest Online 23.25 17.41 - Low High
SBI Magnum Balanced Fund  |  Invest Online 15.06 14.55 19.16 Below Avg. Avg.
SBI Magnum Balanced Fund - Direct Plan  |  Invest Online 16.36 15.76 - Below Avg. Above Avg.
Tata Balanced Fund - Direct Plan 15.49 14.53 - Avg. Above Avg.
Tata Balanced Fund - Regular Plan 14.46 13.90 18.18 Avg. Above Avg.
Tata Retirement Savings Fund - Moderate Plan - Direct Plan 25.69 20.98 - Avg. High
Tata Retirement Savings Fund - Moderate Plan - Regular Plan 24.19 19.40 19.66 Avg. High
Rating as on May 31, 2017
# Rating is provisional