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Analysis & Commentary
On the front line |
Birla Sun Life Frontline Equity Fund has kept up its 10-year record of beating both its benchmark and peers...
Investing in the titans
Large-cap equity funds deliver decent returns without much fireworks, yet fund selection still remains crucial...
How to keep track of all your investments
Use our Portfolio Manager to keep track of all your investments. It evaluates the performance of your investments on the basis of Internal Rate of Return (IRR)...
Best ELSS funds: Need of the hour
ELSS funds are the best wealth creators among all the tax-saving avenues mentioned under Section 80C. Read on...
All you wanted to know about ELSS
Use the ELSS section on our website to learn how these funds work, how you can save taxes and create wealth by investing in them...
Investment tracking made easy
Directly upload your fund, stock and NPS transactions to your Value Research portfolio, without having to enter the details manually...
Simplifying fund selection
The Fund Selector tool helps choose the right fund from the multitude of options available...
How to analyse competition
Use these VRO tools to study what competition the company you are interested in faces and whether it is better placed than the competitors...
Hedging uncertainty
In a market where there is no clear outlook for debt and equity, balanced funds make for a good option ...
Advantage telecom
With demonetisation giving a boost to cashless, one sector that stands to gain is telecom...
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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 29.93 21.10 16.56 Below Avg. High
Birla Sun Life Frontline Equity Fund - Direct Plan  |  Invest Online 31.21 22.24 - Low High
Birla Sun Life Top 100 Fund  |  Invest Online 30.25 21.60 16.68 Below Avg. High
Birla Sun Life Top 100 Fund - Direct Plan  |  Invest Online 31.78 22.81 - Below Avg. High
DHFL Pramerica Large Cap Fund 22.37 18.56 13.52 Below Avg. Avg.
DHFL Pramerica Large Cap Fund - Direct Plan 24.22 20.01 - Below Avg. Above Avg.
DSP BlackRock Focus 25 Fund | Start SIP Now 28.85 23.10 13.53 Avg. Above Avg.
DSP BlackRock Focus 25 Fund - Direct Plan | Start SIP Now 29.77 23.95 - Avg. Above Avg.
Edelweiss Equity Opportunities Fund 21.84 18.72 13.02 Below Avg. Avg.
Edelweiss Equity Opportunities Fund - Direct Plan 22.85 20.05 - Below Avg. Above Avg.
Franklin India Bluechip Fund - Direct Plan  |  Invest Online Now 28.12 20.03 - Below Avg. Above Avg.
ICICI Prudential Focused Bluechip Equity Fund  |  Invest Now 31.82 19.17 14.45 Below Avg. Above Avg.
ICICI Prudential Focused Bluechip Equity Fund - Direct Plan  |  Invest Now 33.08 20.27 - Below Avg. Above Avg.
ICICI Prudential Select Large Cap Fund - Direct Plan  |  Invest Now 33.38 18.95 - Avg. Above Avg.
Invesco India Business Leaders Fund  |  Invest Online 22.42 18.87 13.57 Below Avg. Avg.
Invesco India Business Leaders Fund - Direct Plan  |  Invest Online 24.51 20.83 - Below Avg. Above Avg.
Invesco India Dynamic Equity Fund  |  Invest Online 24.01 16.07 15.20 Low Avg.
Invesco India Dynamic Equity Fund - Direct Plan  |  Invest Online 26.12 18.02 - Low Above Avg.
Invesco India Growth Fund  |  Invest Online 27.25 20.04 15.38 Below Avg. Above Avg.
Invesco India Growth Fund - Direct Plan  |  Invest Online 29.50 22.07 - Low High
Kotak 50 - Direct Plan 26.46 20.83 - Below Avg. Above Avg.
Kotak Classic Equity - Direct Plan 30.75 18.23 - Low Above Avg.
Kotak Classic Equity Regular Plan 28.67 16.61 13.22 Below Avg. Avg.
Mirae Asset India Opportunities Fund - Direct Plan  |  Invest Online 36.10 25.18 - Low High
Mirae Asset India Opportunities Fund - Regular Plan  |  Invest Online 35.06 24.12 18.09 Low High
Motilal Oswal MOSt Focused 25 Fund - Direct Plan | Invest Online 29.28 22.84 - Below Avg. High
Motilal Oswal MOSt Focused 25 Fund - Regular Plan | Invest Online 27.55 21.17 - Below Avg. Above Avg.
Principal Large Cap Fund  |  Invest Online 29.50 18.43 13.63 Above Avg. Above Avg.
Principal Large Cap Fund - Direct Plan  |  Invest Online 30.38 19.21 - Avg. Above Avg.
Quantum Long Term Equity Fund  |  Invest Online, Paperless 33.54 21.36 15.20 Below Avg. High
Reliance Focused Large Cap Fund  |  Invest Online 31.48 18.09 14.37 High Above Avg.
Reliance Focused Large Cap Fund - Direct Plan  |  Invest Online 32.57 18.93 - Above Avg. Above Avg.
Reliance NRI Equity Fund  |  Invest Online 31.46 19.11 13.93 Avg. Above Avg.
Reliance NRI Equity Fund - Direct Plan  |  Invest Online 32.28 19.79 - Below Avg. Above Avg.
Reliance Top 200 Fund - Direct Plan  |  Invest Online 32.36 23.49 - Avg. High
Reliance Top 200 Fund - Retail Plan  |  Invest Online 30.82 22.41 15.87 Avg. High
SBI Bluechip Fund  |  Invest Online 24.40 22.41 18.11 Low High
SBI Bluechip Fund - Direct Plan  |  Invest Online 25.88 23.56 - Low High
SBI Magnum Equity Fund  |  Invest Online 23.54 18.66 13.46 Below Avg. Above Avg.
SBI Magnum Equity Fund - Direct Plan  |  Invest Online 24.49 19.51 - Below Avg. Above Avg.
Tata Large Cap Fund - Direct Plan 25.87 17.98 - Low Avg.
UTI Equity Fund 22.71 19.01 14.42 Below Avg. Above Avg.
UTI Equity Fund - Direct Plan 23.28 19.50 - Below Avg. Above Avg.
Equity: Multi Cap
Birla Sun Life Advantage Fund  |  Invest Online 37.09 28.99 18.54 Above Avg. High
Birla Sun Life Advantage Fund - Direct Plan  |  Invest Online 38.70 29.99 - Above Avg. High
Birla Sun Life Equity Fund  |  Invest Online 43.11 28.55 19.88 Avg. High
Birla Sun Life Equity Fund - Direct Plan  |  Invest Online 44.42 29.73 - Avg. High
Birla Sun Life Special Situations Fund  |  Invest Online 41.59 29.24 17.96 Above Avg. High
Birla Sun Life Special Situations Fund - Direct Plan  |  Invest Online 42.42 30.06 - Above Avg. High
BNP Paribas Dividend Yield Fund 27.90 23.48 17.04 Below Avg. Avg.
BNP Paribas Dividend Yield Fund - Direct Plan 29.96 25.36 - Below Avg. Above Avg.
DSP BlackRock Opportunities Fund | Start SIP Now 41.20 25.20 17.38 Avg. Above Avg.
DSP BlackRock Opportunities Fund - Direct Plan | Start SIP Now 42.60 26.09 - Below Avg. Above Avg.
Franklin India Flexi Cap Fund  |  Invest Online Now 24.73 22.79 16.26 Below Avg. Avg.
Franklin India Flexi Cap Fund - Direct Plan  |  Invest Online Now 25.73 23.70 - Low Avg.
Franklin India High Growth Companies Fund  |  Invest Online Now 35.21 29.86 22.32 Avg. High
Franklin India High Growth Companies Fund - Direct Plan  |  Invest Online Now 36.91 31.49 - Avg. High
Franklin India Prima Plus Fund  |  Invest Online Now 27.01 24.75 17.66 Low Above Avg.
Franklin India Prima Plus Fund - Direct Plan  |  Invest Online Now 28.47 26.03 - Low Above Avg.
HDFC Capital Builder Fund - Direct Plan  |  Invest Online 34.07 23.70 - Avg. Above Avg.
HSBC India Opportunities Fund - Direct Plan 35.36 23.49 - Avg. Avg.
ICICI Prudential Indo Asia Equity Fund - Direct Plan  |  Invest Now 30.89 22.08 - Low Avg.
ICICI Prudential Multicap Fund  |  Invest Now 32.72 23.85 16.73 Below Avg. Above Avg.
ICICI Prudential Multicap Fund - Direct Plan  |  Invest Now 34.20 24.86 - Below Avg. Above Avg.
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan  |  Invest Now 41.67 27.26 - Avg. Above Avg.
ICICI Prudential Value Discovery Fund  |  Invest Now 27.72 28.58 20.96 Low High
ICICI Prudential Value Discovery Fund - Direct Plan  |  Invest Now 29.38 29.95 - Low High
IDBI Nifty Junior Index Fund - Direct Plan  |  Invest Online 42.10 27.12 - Avg. Above Avg.
Invesco India Contra Fund  |  Invest Online 31.89 27.20 17.95 Avg. Above Avg.
Invesco India Contra Fund - Direct Plan  |  Invest Online 34.18 29.15 - Avg. High
Kotak Opportunities - Direct Plan 37.34 25.85 - Below Avg. Above Avg.
Kotak Opportunities Regular Plan 35.54 24.46 16.57 Avg. Above Avg.
Kotak Select Focus Fund - Direct Plan 36.43 27.85 - Below Avg. High
Kotak Select Focus Fund Regular Plan 34.82 26.60 19.10 Below Avg. Above Avg.
L&T India Special Situations Fund - Direct Plan 31.98 23.36 - Below Avg. Avg.
Mirae Asset Great Consumer Fund - Direct Plan  |  Invest Online 31.71 21.12 - Below Avg. Avg.
Mirae Asset Great Consumer Fund - Regular Plan  |  Invest Online 30.07 19.63 17.47 Below Avg. Avg.
Parag Parikh Long Term Value Fund - Direct Plan  |  Invest Online 22.66 22.14 - Low Avg.
Parag Parikh Long Term Value Fund - Regular Plan  |  Invest Online 21.98 21.50 - Low Avg.
Principal Growth Fund  |  Invest Online 39.45 23.00 18.20 Above Avg. Above Avg.
Principal Growth Fund - Direct Plan  |  Invest Online 40.38 23.81 - Above Avg. Above Avg.
R*Shares Junior BeES  |  Invest Online 40.97 27.23 17.81 Avg. Above Avg.
SBI Magnum Multicap Fund  |  Invest Online 31.85 27.35 19.23 Below Avg. Above Avg.
SBI Magnum Multicap Fund - Direct Plan  |  Invest Online 33.29 28.39 - Low Above Avg.
SBI Magnum Multiplier Fund  |  Invest Online 27.08 23.11 17.51 Below Avg. Above Avg.
SBI Magnum Multiplier Fund - Direct Plan  |  Invest Online 27.71 23.62 - Below Avg. Above Avg.
Tata Equity Opportunities Fund - Direct Plan 28.69 23.10 - Below Avg. Above Avg.
Tata Ethical Fund - Direct Plan 12.17 16.83 - Low Below Avg.
Tata Ethical Fund - Regular Plan 11.39 15.87 14.69 Low Below Avg.
Tata Retirement Savings Fund - Progressive Plan - Direct Plan 37.00 26.21 - Below Avg. Avg.
Equity: Mid Cap
Birla Sun Life Pure Value Fund  |  Invest Online 42.53 37.70 24.35 Above Avg. High
Birla Sun Life Pure Value Fund - Direct Plan  |  Invest Online 43.90 38.92 - Avg. High
BNP Paribas Midcap Fund - Direct Plan 29.39 31.54 - Below Avg. Above Avg.
Edelweiss Mid and Small Cap Fund 29.04 32.69 23.45 Avg. Above Avg.
Edelweiss Mid and Small Cap Fund - Direct Plan 29.75 33.95 - Avg. Above Avg.
Franklin India Prima Fund  |  Invest Online Now 35.81 33.50 24.76 Below Avg. Above Avg.
Franklin India Prima Fund - Direct Plan  |  Invest Online Now 37.17 35.05 - Below Avg. Above Avg.
HDFC Mid-Cap Opportunities Fund  |  Invest Online 40.29 32.35 23.11 Below Avg. Avg.
HDFC Mid-Cap Opportunities Fund - Direct Plan  |  Invest Online 41.60 33.51 - Below Avg. Above Avg.
Kotak Mid-Cap - Direct Plan 41.74 35.72 - Avg. Above Avg.
L&T India Value Fund 39.51 35.30 23.29 Below Avg. Above Avg.
L&T India Value Fund - Direct Plan 40.67 36.37 - Below Avg. Above Avg.
Mirae Asset Emerging Bluechip Fund - Direct Plan  |  Invest Online 46.94 39.35 - Low High
Mirae Asset Emerging Bluechip Fund - Regular Plan  |  Invest Online 45.78 38.07 27.97 Low High
Principal Emerging Bluechip Fund  |  Invest Online 45.54 34.20 25.73 Below Avg. High
Principal Emerging Bluechip Fund - Direct Plan  |  Invest Online 46.97 35.36 - Below Avg. High
SBI Magnum Global Fund - Direct Plan  |  Invest Online 15.83 24.93 - Low Avg.
Sundaram Select Midcap Fund - Direct Plan 42.15 37.15 - Avg. Above Avg.
UTI Mid Cap Fund 29.86 32.89 24.05 Below Avg. Above Avg.
UTI Mid Cap Fund - Direct Plan 31.04 34.00 - Below Avg. Above Avg.
Equity: Tax Planning
Axis Long Term Equity Fund  |  Invest Online 19.12 24.78 20.73 Low High
Axis Long Term Equity Fund - Direct Plan  |  Invest Online 20.45 26.35 - Low High
Birla Sun Life Tax Plan  |  Invest Online 22.80 24.01 17.53 Below Avg. Above Avg.
Birla Sun Life Tax Plan - Direct Plan  |  Invest Online 24.27 25.28 - Low Above Avg.
Birla Sun Life Tax Relief 96  |  Invest Online 23.94 25.01 18.25 Low Above Avg.
Birla Sun Life Tax Relief 96 - Direct Plan  |  Invest Online 25.08 25.98 - Low High
DSP BlackRock Tax Saver Fund | Start SIP Now 37.69 26.15 19.28 Below Avg. High
DSP BlackRock Tax Saver Fund - Direct Plan | Start SIP Now 38.86 27.01 - Below Avg. High
Franklin India Taxshield Fund  |  Invest Online Now 26.19 24.18 17.24 Low Avg.
Franklin India Taxshield Fund - Direct Plan  |  Invest Online Now 27.46 25.27 - Low Above Avg.
ICICI Prudential Long Term Equity Fund (Tax Saving)  |  Invest Now 27.44 22.38 17.10 Avg. Avg.
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan  |  Invest Now 29.14 23.67 - Avg. Above Avg.
IDBI Equity Advantage Fund - Direct Plan  |  Invest Online 18.70 26.69 - Below Avg. High
IDBI Equity Advantage Fund - Regular Plan  |  Invest Online 17.56 25.66 - Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Direct Plan 32.01 23.13 - Avg. Above Avg.
Invesco India Tax Plan  |  Invest Online 26.66 23.68 17.39 Avg. Above Avg.
Invesco India Tax Plan - Direct Plan  |  Invest Online 28.81 25.70 - Below Avg. Above Avg.
Principal Tax Savings Fund  |  Invest Online 39.47 23.01 18.41 Above Avg. Above Avg.
Principal Tax Savings Fund - Direct Plan  |  Invest Online 40.07 23.60 - Above Avg. Above Avg.
Reliance Tax Saver Fund  |  Invest Online 35.12 29.97 19.46 High High
Reliance Tax Saver Fund - Direct Plan  |  Invest Online 36.23 30.96 - High High
Tata India Tax Savings Fund 30.37 25.09 17.48 Below Avg. Above Avg.
Tata India Tax Savings Fund - Direct Plan 31.71 26.37 - Below Avg. Above Avg.
Hybrid: Equity-oriented
Birla Sun Life Balanced '95 Fund - Direct Plan  |  Invest Online 29.34 23.76 - Avg. Above Avg.
Franklin India Balanced Fund - Direct Plan  |  Invest Online Now 23.33 22.45 - Below Avg. Avg.
HDFC Balanced Fund  |  Invest Online 28.36 22.12 16.28 Below Avg. Above Avg.
HDFC Balanced Fund - Direct Plan  |  Invest Online 29.78 23.27 - Below Avg. High
HDFC Childrens Gift Fund - Investment Plan  |  Invest Online 26.39 19.02 16.08 Avg. Avg.
HDFC Childrens Gift Fund - Investment Plan - Direct Plan  |  Invest Online 27.54 19.90 - Below Avg. Avg.
ICICI Prudential Balanced Advantage Fund - Direct Plan  |  Invest Now 24.74 17.82 - Low Avg.
ICICI Prudential Balanced Fund  |  Invest Now 33.31 22.01 17.61 Below Avg. Above Avg.
ICICI Prudential Balanced Fund - Direct Plan  |  Invest Now 35.14 23.39 - Below Avg. High
L&T India Prudence Fund 24.70 22.70 17.17 Below Avg. Above Avg.
L&T India Prudence Fund - Direct Plan 26.07 23.96 - Low High
Reliance Regular Savings Fund - Balanced Option - Direct Plan  |  Invest Online 26.84 22.86 - Avg. Above Avg.
SBI Magnum Balanced Fund  |  Invest Online 18.52 20.24 17.29 Below Avg. Avg.
SBI Magnum Balanced Fund - Direct Plan  |  Invest Online 19.99 21.46 - Below Avg. Above Avg.
Tata Balanced Fund - Direct Plan 22.38 22.37 - Avg. Above Avg.
Tata Balanced Fund - Regular Plan 21.59 21.75 16.81 Avg. Above Avg.
Tata Retirement Savings Fund - Moderate Plan - Direct Plan 31.97 28.04 - Avg. High
Tata Retirement Savings Fund - Moderate Plan - Regular Plan 30.27 26.38 17.18 Avg. High
Rating as on January 31, 2017