Top-Rated-Funds

Best Mutual Funds

We know how the star-rating system helps folks in their decision-making about anything. That’s why Value Research ranks mutual funds on several criteria to help you choose the best funds.
The mutual fund ranking system of Value Research gives
...  a quick measure of how a fund has performed in the past when compared to its peers, with five being the highest rating and one being the lowest. It takes into account the risk, returns, expense ratio and other relevant factors to arrive at such ratings. This ranking system will help you find the best performing mutual funds in India. What’s more, you can also export your results and search in excel.
So what are you waiting for? Check out the best rated mutual funds.
  Read more

Funds
Rating
Riskometer
Return
Category
VR Opinion
Ret(₹ 1lakh)
RETURN %
SIP Ret (₹ 10K/M)
RETURN %
Exp. Ratio
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4 star
Very High
Avg.

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1,34,947
34.95
1,42,342
37.10
0.92
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5 star
Very High
Above Avg.

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1,41,639
41.64
1,46,802
44.91
0.89
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4 star
Very High
Above Avg.

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1,31,376
31.38
1,40,039
33.11
0.47
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4 star
Very High
High

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1,36,034
36.03
1,40,988
34.75
0.40
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4 star
Very High
Above Avg.

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1,34,611
34.61
1,41,029
34.82
0.65
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4 star
Very High
Above Avg.

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1,36,800
36.80
1,41,201
35.12
1.04
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5 star
Very High
High

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1,73,624
73.62
1,63,495
75.28
0.11
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5 star
Very High
High

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1,40,093
40.09
1,43,671
39.41
0.90
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4 star
Very High
Above Avg.

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1,39,320
39.32
1,44,217
40.37
0.76
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5 star
Very High
Above Avg.

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1,48,491
48.49
1,49,991
50.58
1.01
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4 star
Very High
Above Avg.

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1,33,256
33.26
1,41,471
35.58
0.60
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4 star
Very High
High

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1,65,609
65.61
1,66,928
81.69
0.35
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4 star
Very High
Avg.

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1,34,577
34.58
1,40,924
34.64
0.73
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4 star
Very High
Above Avg.

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1,35,909
35.91
1,42,126
36.72
0.04
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5 star
Very High
High

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1,41,009
41.01
1,44,324
40.55
0.74
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5 star
Very High
High

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1,56,185
56.18
1,51,532
53.34
0.70
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4 star
Very High
Avg.

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1,29,083
29.08
1,36,457
26.98
0.60
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4 star
Very High
Above Avg.

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1,48,064
48.06
1,51,284
52.89
0.57
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4 star
Very High
Above Avg.

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1,35,808
35.81
1,42,885
38.04
1.12
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4 star
Very High
High

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1,72,812
72.81
1,67,625
83.00
0.46
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4 star
Very High
Above Avg.

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1,39,518
39.52
1,45,375
42.40
0.57
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4 star
Very High
Above Avg.

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1,58,803
58.80
1,53,835
57.49
0.75
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4 star
Very High
High

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1,49,964
49.96
1,47,022
45.30
0.83
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5 star
Very High
Above Avg.

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1,47,036
47.04
1,48,207
47.40
0.75
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4 star
Very High
Avg.

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1,48,342
48.34
1,51,389
53.08
0.53
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4 star
Very High
Above Avg.

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1,51,097
51.10
1,47,440
46.04
0.41
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5 star
Very High
Above Avg.

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1,54,779
54.78
1,52,469
55.02
0.48
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5 star
Very High
High

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1,70,001
70.00
1,62,205
72.84
0.66
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4 star
Very High
Avg.

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1,34,560
34.56
1,40,261
33.49
0.75
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4 star
Very High
Above Avg.

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1,40,496
40.50
1,44,575
40.99
0.87
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4 star
Very High
High

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1,68,768
68.77
1,62,053
72.56
0.77
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4 star
Very High
Above Avg.

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1,44,428
44.43
1,48,841
48.53
0.45
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4 star
Very High
Above Avg.

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1,45,205
45.21
1,45,461
42.55
0.97
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4 star
Very High
Above Avg.

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1,39,388
39.39
1,43,754
39.56
0.97
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4 star
Very High
High

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1,44,991
44.99
1,46,938
45.15
0.80
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4 star
Very High
High

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1,44,539
44.54
1,47,200
45.61
0.49
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5 star
Very High
High

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1,38,719
38.72
1,42,011
36.52
0.67
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4 star
Very High
Avg.

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1,45,582
45.58
1,47,184
45.59
1.16
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4 star
Very High
Above Avg.

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1,47,743
47.74
1,49,625
49.92
0.56
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5 star
Very High
Above Avg.

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1,50,596
50.60
1,48,437
48.69
0.78
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5 star
Very High
High

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1,62,096
62.10
1,57,073
63.38
0.70
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4 star
Very High
Above Avg.

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1,66,224
66.22
1,60,760
70.17
0.60
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5 star
Very High
High

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1,66,444
66.44
1,59,177
67.24
0.48
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4 star
Very High
Above Avg.

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1,53,123
53.12
1,50,608
51.68
0.92
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4 star
Very High
High

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1,53,290
53.29
1,52,273
54.67
0.42
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5 star
Very High
Above Avg.

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1,36,149
36.15
1,42,485
37.35
0.62
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4 star
Very High
Above Avg.

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1,32,050
32.05
1,39,443
32.08
0.83
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4 star
Very High
Above Avg.

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1,38,488
38.49
1,41,784
36.13
0.62
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4 star
Very High
Above Avg.

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1,37,479
37.48
1,40,564
34.02
0.86
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4 star
Very High
Above Avg.

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1,56,265
56.26
1,53,936
57.67
0.43
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4 star
Very High
Above Avg.

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1,57,790
57.79
1,50,101
50.77
0.77
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4 star
Very High
Avg.

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1,50,316
50.32
1,51,597
53.45
0.38
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4 star
Very High
Above Avg.

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1,66,903
66.90
1,56,830
62.94
0.47
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5 star
Very High
High

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1,56,055
56.05
1,55,299
60.15
0.60
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4 star
Very High
Above Avg.

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1,59,653
59.65
1,52,423
54.94
0.82
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5 star
Very High
High

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1,77,325
77.32
1,63,882
75.97
0.62
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5 star
Very High
Avg.

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1,38,671
38.67
1,39,856
32.80
0.52
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4 star
Very High
Above Avg.

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1,49,408
49.41
1,44,028
40.04
0.63
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4 star
Very High
Above Avg.

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1,47,353
47.35
1,43,329
38.81
0.43
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4 star
Very High
Above Avg.

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1,44,647
44.65
1,42,902
38.07
0.57
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4 star
Very High
High

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1,58,394
58.39
1,50,050
50.68
0.68
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4 star
Very High
High

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1,69,519
69.52
1,56,754
62.80
0.64
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5 star
Very High
Above Avg.

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1,44,513
44.51
1,43,956
39.91
0.35
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4 star
Very High
High

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1,42,164
42.16
1,44,196
40.33
0.69
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4 star
Very High
Above Avg.

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1,59,497
59.50
1,53,875
57.56
0.76
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5 star
Very High
Above Avg.

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1,42,212
42.21
1,43,491
39.10
1.03
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4 star
Very High
Above Avg.

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1,66,309
66.31
1,55,344
60.23
1.02
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4 star
Very High
Avg.

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1,53,158
53.16
1,52,270
54.66
0.61
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5 star
Very High
High

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1,48,819
48.82
1,47,178
45.58
0.63
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4 star
Very High
Above Avg.

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1,46,419
46.42
1,47,504
46.15
0.89
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4 star
Very High
High

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1,35,733
35.73
1,39,401
32.01
0.64
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5 star
Very High
High

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1,58,873
58.87
1,56,071
61.55
0.99
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4 star
Very High
Above Avg.

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1,45,469
45.47
1,47,591
46.31
0.76
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4 star
Very High
Above Avg.

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1,48,546
48.55
1,48,927
48.68
1.13
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4 star
Very High
Above Avg.

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1,42,956
42.96
1,48,183
47.36
0.58
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4 star
Very High
Above Avg.

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1,35,994
35.99
1,40,813
34.45
0.57
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4 star
Very High
Above Avg.

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1,58,542
58.54
1,56,833
62.94
0.65
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5 star
Very High
Above Avg.

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1,31,531
31.53
1,38,589
30.62
0.61
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5 star
Very High
High

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1,62,461
62.46
1,57,083
63.40
0.77
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5 star
Very High
High

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1,59,565
59.56
1,54,564
58.81
0.94
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4 star
Very High
Avg.

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1,35,422
35.42
1,39,744
32.60
1.37
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4 star
Very High
Above Avg.

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1,35,738
35.74
1,40,698
34.25
1.01
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4 star
Very High
Above Avg.

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1,24,945
24.94
1,32,943
21.06
0.59
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4 star
Very High
Above Avg.

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1,26,087
26.09
1,33,413
21.85
1.09
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5 star
Very High
High

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1,36,613
36.61
1,39,592
32.34
0.78
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4 star
Very High
Above Avg.

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1,24,137
24.14
1,30,907
17.66
0.49
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4 star
Very High
Avg.

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1,65,976
65.98
1,57,056
63.35
0.94
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4 star
Very High
High

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1,69,603
69.60
1,61,411
71.37
1.04
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4 star
Very High
Above Avg.

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1,85,911
85.91
1,74,245
95.63
0.79
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5 star
Very High
Avg.

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1,63,146
63.15
1,62,872
74.09
0.68
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5 star
Very High
High

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1,85,174
85.17
1,73,553
94.30
0.66
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4 star
Very High
Avg.

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1,65,881
65.88
1,56,739
62.77
1.36
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4 star
Very High
Above Avg.

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1,58,535
58.54
1,47,669
46.45
1.03
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4 star
Very High
Above Avg.

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1,52,709
52.71
1,43,291
38.75
0.92
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5 star
Very High
High

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1,46,938
46.94
1,41,886
36.30
0.95
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4 star
Very High
Avg.

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1,53,623
53.62
1,45,329
42.32
0.83
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4 star
Very High
Avg.

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1,35,455
35.45
1,40,678
34.21
0.70
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4 star
Very High
Avg.

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1,41,124
41.12
1,41,759
36.08
1.10
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4 star
Very High
Above Avg.

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1,35,428
35.43
1,39,853
32.79
0.42
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4 star
Very High
High

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1,41,084
41.08
1,44,572
40.99
1.13
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4 star
Moderate
Above Avg.

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1,07,610
7.61
1,25,442
8.71
0.60
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4 star
Moderately High
Above Avg.

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1,07,638
7.64
1,25,175
8.27
0.41
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4 star
Moderately High
Above Avg.

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1,07,113
7.11
1,25,161
8.25
0.79
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5 star
Moderate
High

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1,06,078
6.08
1,24,939
7.89
1.25
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5 star
Moderately High
High

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1,07,189
7.19
1,25,007
8.00
0.85
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4 star
Moderately High
Above Avg.

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1,07,854
7.85
1,25,576
8.92
0.33
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4 star
Moderate
Avg.

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1,07,643
7.64
1,25,378
8.60
0.40
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4 star
Moderately High
Above Avg.

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1,07,464
7.46
1,25,127
8.20
0.73
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5 star
Moderately High
High

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1,06,739
6.74
1,24,875
7.79
0.51
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4 star
Moderate
Above Avg.

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1,07,462
7.46
1,25,062
8.09
0.39
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4 star
Moderate
Avg.

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1,07,291
7.29
1,24,934
7.88
0.38
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4 star
Moderate
Above Avg.

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1,07,455
7.46
1,25,021
8.02
0.40
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4 star
Moderate
Above Avg.

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1,07,898
7.90
1,25,178
8.28
0.45
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4 star
Moderate
Above Avg.

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1,07,293
7.29
1,24,962
7.93
0.37
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5 star
Moderate
High

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1,07,070
7.07
1,24,865
7.77
0.29
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5 star
Moderate
High

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1,07,566
7.57
1,25,096
8.15
0.37
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4 star
Moderate
Above Avg.

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1,07,572
7.57
1,24,878
7.79
0.39
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4 star
Low to Moderate
Avg.

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1,07,430
7.43
1,24,837
7.73
0.31
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4 star
Low to Moderate
Avg.

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1,07,685
7.68
1,24,903
7.83
0.25
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4 star
Moderate
Avg.

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1,07,593
7.59
1,24,884
7.80
0.30
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4 star
Low to Moderate
Above Avg.

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1,07,403
7.40
1,24,805
7.68
0.37
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4 star
Low to Moderate
Avg.

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1,07,414
7.41
1,24,792
7.65
0.43
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5 star
Low to Moderate
High

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1,07,289
7.29
1,24,666
7.45
0.39
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5 star
Moderate
High

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1,07,206
7.21
1,24,646
7.42
0.36
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4 star
Low to Moderate
Above Avg.

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1,07,459
7.46
1,24,730
7.55
0.30
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5 star
Moderate
Above Avg.

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1,07,564
7.56
1,24,857
7.76
0.39
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4 star
Low to Moderate
Below Avg.

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1,06,990
6.99
1,24,576
7.31
0.25
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5 star
Moderate
High

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1,07,674
7.67
1,24,921
7.86
0.38
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4 star
Low to Moderate
Avg.

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1,07,314
7.31
1,24,673
7.46
0.27
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4 star
Low to Moderate
Avg.

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1,07,451
7.45
1,24,769
7.62
0.24
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5 star
Moderate
High

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1,07,476
7.48
1,24,793
7.66
0.43
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5 star
Moderate
High

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1,07,378
7.38
1,24,725
7.53
0.21
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4 star
Moderate
Above Avg.

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1,07,358
7.36
1,24,711
7.50
0.17
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4 star
Low to Moderate
Above Avg.

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1,07,371
7.37
1,24,715
7.51
0.10
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4 star
Low to Moderate
Above Avg.

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1,07,337
7.34
1,24,685
7.46
0.19
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4 star
Low to Moderate
Above Avg.

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1,07,345
7.34
1,24,699
7.48
0.12
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4 star
Low to Moderate
Above Avg.

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1,07,410
7.41
1,24,759
7.58
0.08
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5 star
Moderate
High

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1,07,394
7.39
1,24,716
7.51
0.14
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4 star
Low to Moderate
Above Avg.

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1,07,338
7.34
1,24,704
7.50
0.10
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4 star
Low to Moderate
Above Avg.

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1,07,370
7.37
1,24,709
7.50
0.13
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5 star
Low to Moderate
High

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1,07,374
7.37
1,24,708
7.50
0.07
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4 star
Moderate
Above Avg.

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1,07,332
7.33
1,24,692
7.47
0.18
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5 star
Moderate
High

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1,07,631
7.63
1,24,899
7.83
0.21
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4 star
Low to Moderate
Above Avg.

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1,07,578
7.58
1,24,864
7.77
0.17
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4 star
Moderate
Above Avg.

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1,07,546
7.55
1,24,836
7.73
0.23
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4 star
Moderate
Above Avg.

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1,07,523
7.52
1,24,824
7.71
0.21
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4 star
Low to Moderate
Above Avg.

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1,07,604
7.60
1,24,884
7.80
0.24
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5 star
Low to Moderate
High

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1,07,727
7.73
1,24,964
7.93
0.15
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4 star
Moderate
Above Avg.

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1,07,577
7.58
1,24,842
7.73
0.19
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4 star
Low
Above Avg.

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1,06,814
6.81
1,24,287
6.82
0.08
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5 star
Low
High

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1,06,833
6.83
1,24,300
6.84
0.05
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5 star
Low
High

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1,06,881
6.88
1,24,328
6.89
0.08
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4 star
Low
Above Avg.

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1,06,808
6.81
1,24,280
6.81
0.09
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4 star
Low
Above Avg.

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1,06,801
6.80
1,24,283
6.82
0.06
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4 star
Low
Above Avg.

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1,06,799
6.80
1,24,290
6.83
0.06
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4 star
Low
Above Avg.

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1,06,791
6.79
1,24,281
6.82
0.08
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5 star
Low
High

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1,06,811
6.81
1,24,301
6.85
0.05
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4 star
Low
Above Avg.

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1,06,820
6.82
1,24,292
6.83
0.08
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4 star
Low
Above Avg.

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1,06,824
6.82
1,24,295
6.83
0.06
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4 star
Moderately High
Above Avg.

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1,07,215
7.22
1,25,321
8.51
0.27
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4 star
Moderate
Avg.

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1,07,093
7.09
1,24,809
7.68
0.27
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5 star
Moderate
High

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1,07,533
7.53
1,25,512
8.82
0.64
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4 star
Moderate
Avg.

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1,07,434
7.43
1,25,592
8.95
0.23
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4 star
Moderate
High

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1,07,801
7.80
1,25,632
9.01
0.73
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5 star
Moderately High
High

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1,08,064
8.06
1,25,493
8.79
0.53
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4 star
Moderate
Avg.

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1,08,135
8.13
1,25,725
9.16
0.14
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4 star
Moderate
Avg.

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1,08,244
8.24
1,26,315
10.12
0.35
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4 star
Moderate
Above Avg.

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1,07,683
7.68
1,25,805
9.29
0.61
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4 star
Moderate
Above Avg.

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1,07,569
7.57
1,25,106
8.16
0.33
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4 star
Moderate
Above Avg.

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1,07,360
7.36
1,25,017
8.02
0.30
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4 star
Moderate
Avg.

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1,06,929
6.93
1,24,638
7.41
0.26
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5 star
Moderate
High

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1,07,719
7.72
1,25,003
8.00
0.32
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5 star
Moderate
High

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1,07,368
7.37
1,25,070
8.10
0.35
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4 star
Moderate
Above Avg.

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1,06,839
6.84
1,24,759
7.60
0.29
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4 star
Low to Moderate
Above Avg.

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1,07,300
7.30
1,25,050
8.07
0.31
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4 star
Moderately High
Above Avg.

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1,08,183
8.18
1,25,267
8.42
0.79
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5 star
Moderately High
High

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1,16,050
16.05
1,29,279
14.98
0.40
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4 star
High
Above Avg.

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1,08,309
8.31
1,25,343
8.55
0.70
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4 star
Moderately High
Above Avg.

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1,07,268
7.27
1,24,772
7.62
0.91
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4 star
Moderate
Above Avg.

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1,07,072
7.07
1,24,800
7.67
0.38
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4 star
Moderate
Avg.

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1,06,690
6.69
1,24,587
7.32
0.33
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4 star
Moderate
Above Avg.

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1,07,223
7.22
1,24,866
7.77
0.39
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5 star
Moderate
High

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1,07,636
7.64
1,24,980
7.96
0.39
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5 star
Moderate
Above Avg.

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1,07,483
7.48
1,25,053
8.08
0.15
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4 star
Moderate
High

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1,07,223
7.22
1,24,970
7.94
0.39
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4 star
Low to Moderate
Avg.

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1,07,283
7.28
1,24,722
7.54
0.21
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5 star
Low to Moderate
Avg.

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1,07,744
7.74
1,24,979
7.96
0.23
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4 star
Low to Moderate
Above Avg.

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1,08,484
8.48
1,25,399
8.64
0.23
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4 star
Moderate
Above Avg.

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1,08,113
8.11
1,25,133
8.21
0.26
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4 star
Low to Moderate
Below Avg.

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1,07,260
7.26
1,24,653
7.43
0.35
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4 star
Moderate
Avg.

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1,08,272
8.27
1,26,360
10.20
0.46
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4 star
Moderate
Above Avg.

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1,08,568
8.57
1,26,659
10.68
0.59
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5 star
Moderate
High

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1,08,333
8.33
1,25,518
8.83
0.56
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4 star
Moderate
Above Avg.

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1,08,145
8.15
1,25,963
9.55
0.47
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4 star
Moderate
Above Avg.

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1,08,166
8.17
1,25,987
9.59
0.40
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4 star
Moderate
Avg.

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1,08,212
8.21
1,26,269
10.05
0.45
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5 star
Moderate
High

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1,07,752
7.75
1,25,960
9.55
0.46
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4 star
Moderate
Below Avg.

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1,07,501
7.50
1,25,793
9.28
0.69
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4 star
Very High
High

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1,50,864
50.86
1,46,321
44.06
1.22
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4 star
Very High
Above Avg.

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1,33,730
33.73
1,40,795
34.42
0.53
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4 star
Very High
Avg.

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1,27,667
27.67
1,37,256
28.34
0.59
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5 star
Very High
Above Avg.

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1,35,252
35.25
1,40,724
34.29
0.33
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4 star
Very High
Avg.

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1,33,761
33.76
1,39,603
32.36
1.10
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5 star
Very High
Above Avg.

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1,28,450
28.45
1,37,380
28.55
0.97
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5 star
Very High
Above Avg.

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1,28,490
28.49
1,36,144
26.45
0.93
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4 star
Very High
Above Avg.

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1,45,345
45.34
1,47,533
46.20
1.38
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5 star
Very High
High

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1,39,298
39.30
1,42,784
37.87
1.02
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4 star
Very High
Above Avg.

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1,52,127
52.13
1,51,569
53.40
0.75
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4 star
Very High
High

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1,58,631
58.63
1,53,834
57.49
0.60
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4 star
Very High
Above Avg.

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1,31,114
31.11
1,40,006
33.05
0.48
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4 star
Very High
Above Avg.

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1,34,913
34.91
1,40,925
34.64
0.48
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5 star
Very High
High

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1,41,628
41.63
1,46,755
44.83
0.75
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5 star
Very High
High

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1,39,060
39.06
1,40,969
34.72
0.86
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4 star
Very High
Above Avg.

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1,27,493
27.49
1,36,749
27.48
1.05
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4 star
Very High
Above Avg.

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1,32,343
32.34
1,38,594
30.63
1.32
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4 star
Moderately High
High

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1,14,028
14.03
1,28,765
14.13
1.43
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4 star
Moderately High
Avg.

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1,12,365
12.37
1,27,901
12.71
0.66
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4 star
Moderately High
Above Avg.

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1,16,639
16.64
1,30,574
17.12
1.25
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4 star
Moderately High
Avg.

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1,13,428
13.43
1,28,717
14.05
0.95
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5 star
Moderately High
Above Avg.

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1,16,060
16.06
1,28,260
13.52
0.58
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4 star
High
Above Avg.

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1,14,944
14.94
1,29,049
14.60
0.91
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5 star
Moderately High
High

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1,17,737
17.74
1,31,311
18.34
0.50
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5 star
High
Above Avg.

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1,14,552
14.55
1,29,174
14.80
0.61
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4 star
High
High

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1,17,686
17.69
1,29,904
16.01
0.86
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4 star
Moderately High
Avg.

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1,11,585
11.58
1,27,666
12.33
0.92
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4 star
High
Above Avg.

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1,16,432
16.43
1,30,375
16.79
1.13
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5 star
Moderate
Avg.

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1,17,134
17.13
1,30,550
17.07
0.59
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4 star
Moderately High
Above Avg.

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1,23,256
23.26
1,35,721
25.74
0.61
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4 star
Moderate
Below Avg.

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1,10,823
10.82
1,25,574
8.92
0.50
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5 star
Moderately High
Above Avg.

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1,20,377
20.38
1,32,573
20.44
0.73
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4 star
Moderately High
High

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1,17,642
17.64
1,30,483
16.96
0.34
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4 star
Moderately High
Avg.

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1,19,364
19.36
1,29,819
15.86
0.67
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4 star
Moderate
Above Avg.

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1,21,360
21.36
1,32,379
20.11
0.51
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4 star
Moderate
Above Avg.

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1,17,922
17.92
1,30,449
16.91
0.73
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4 star
Low
Above Avg.

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1,08,190
8.19
1,25,188
8.29
0.32
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4 star
Low
Above Avg.

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1,08,084
8.08
1,25,170
8.26
0.30
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4 star
Low
Above Avg.

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1,08,317
8.32
1,25,260
8.41
0.37
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5 star
Low
High

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1,08,281
8.28
1,25,210
8.33
0.39
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4 star
Low
Above Avg.

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1,08,392
8.39
1,25,311
8.49
0.44
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4 star
Low
Above Avg.

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1,08,197
8.20
1,25,184
8.28
0.37
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5 star
Low
High

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1,08,205
8.20
1,25,208
8.32
0.29
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4 star
Very High
Above Avg.

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1,27,000
27.00
1,37,297
28.41
0.48
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4 star
High
Above Avg.

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1,27,713
27.71
1,34,823
24.23
0.48
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5 star
Very High
High

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1,43,017
43.02
1,45,103
41.92
0.73
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5 star
High
High

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1,25,143
25.14
1,33,488
21.97
0.26
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4 star
High
Above Avg.

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1,21,672
21.67
1,33,230
21.54
0.86
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4 star
High
Avg.

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1,21,185
21.19
1,32,465
20.26
0.57
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4 star
High
Above Avg.

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1,23,113
23.11
1,34,349
23.42
0.36
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4 star
High
Below Avg.

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1,18,626
18.63
1,31,590
18.81
0.37
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5 star
High
Avg.

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1,23,269
23.27
1,33,988
23.21
0.08
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4 star
Very High
Above Avg.

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1,34,059
34.06
1,40,545
33.98
0.72
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4 star
Very High
Above Avg.

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1,34,860
34.86
1,40,635
34.14
0.37
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5 star
Very High
High

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1,51,752
51.75
1,54,600
58.88
0.68
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4 star
Very High
Avg.

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1,29,904
29.90
1,37,458
28.70
0.56
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4 star
Very High
Above Avg.

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1,29,232
29.23
1,38,143
29.86
0.39
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5 star
High
Avg.

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1,18,464
18.46
1,39,088
31.48
0.17
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4 star
High
Avg.

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1,18,960
18.96
1,38,904
31.16
0.18
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4 star
High
Above Avg.

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1,19,168
19.17
1,39,038
31.40
0.10

How to pick the best-performing mutual funds in India?

  • Financial goals: Before embarking on your mutual funds investment journey, define your financial goals. Check how much you would need to meet each goal and when you need the money. It will help you select the appropriate fund.

  • Risks and asset allocation: Always remember that returns and risks are related. While some assets have higher risks, some have lower risks. To balance return and risks while meeting your financial goals, opt for asset allocation. Consider your risk appetite and investment horizons while selecting the right mutual funds for your individual goals.

  • Investment horizon and investment objective: Do you want to invest for a long-term goal? Do you want consistent growth in your invested money? Your investment horizon and investment objective will help you select the best mutual fund in India. For long-term goals and capital appreciation, opt for equity funds, while select debt mutual funds if your investment horizon is short- or medium-term and your investment objective is to get regular income.

  • Track record of the fund house and its fund manager: Before making investments in a scheme, check its long-term performance record and also the track record of its fund manager and the fund house.

  • Expense ratio: Always opt for funds with a low expense ratio, as it will make a significant difference in your total returns. Especially if you invest in exchange-traded funds (ETFs) or index funds, the expense ratio should be taken into consideration.

  • Taxation: You should know the tax impact on your investments before you start your investments. The following tables will provide you with a better understanding of taxation in mutual fund schemes.

    taxation on mutual funds

The fund-rating methodology at Value Research

  • Rating process of Value Research: Our rating system helps measure both risk and returns. A purely quantitative model, it does not have any subjective component. Also, this assessment does not shed light on a fund's future potential. Consider our rating system as a summary of a fund's historical performance as compared to its peers.

  • Assessment: When it comes to hybrid and equity funds, we combine the fund ratings for two different periods (three and five years mainly) to provide a single assessment of its risk rating as against other funds in every fund category. For debt funds, we provide ratings on the basis of their 18-month weekly risk-adjusted performance as compared to peers.

  • Fund risk grade at Value Research: Our fund risk grade intends to capture a fund's risk of loss. We express a fund's relative performance as a risk score. Here is a glimpse of a fund's risk score.

    High Top 10%
    Above Average Next 22.5%
    Avarage Middle 35%
    Below Avarage Next 22.5%
    Low Bottom 10%
  • Fund return grade at Value Research: Our fund return grade aims at capturing the risk-adjusted return of a fund as compared to its peers. We assign a fund's return score based on the following distribution:

    High Top 10%
    Above Average Next 22.5%
    Avarage Middle 35%
    Below Avarage Next 22.5%
    Low Bottom 10%
  • Value Research fund rating: We determine the Value Research Fund Rating, which is basically a risk-adjusted rating, by subtracting a fund's risk score from the return score. Here is a glimpse of our rating system.

    fund rating

Mutual funds tools offered by Value Research

  • Portfolio planner: With our Portfolio Planner, identify new investments that are customised to your financial goals.

  • Fund screener: With our Fund Screener tool, you can filter funds on the basis of your criteria.

  • Fund compare: Use this tool for an in-depth comparison of up to five funds across various categories.

  • SIP calculator: Our mutual fund SIP calculator will enable you to identify SIP returns of funds at any period.

  • Point-to-point returns: Get a detailed view of how your fund has performed in a specific time period.

  • New fund offers: Use the tool to know the category and type of new fund, issue open and close dates, minimum investment amount, tenure, maturity date and term.

  • Fund monitor: Our mutual fund monitor tool will provide you with the returns of all the fund categories, like equity, debt, hybrid and commodities, across time periods.

  • Best mutual funds: Get a comprehensive list of funds highly rated by our rating system.

  • Forthcoming dividends: This tool helps you identify the best dividend funds and the schemes that are declaring dividends soon.

  • Analysts' Choice: It will enable you to get exclusive analysis as well as guidance on choosing a fund that can cater to your specific investment requirement.

Know more about mutual funds

A mutual fund is an investment avenue where several investors come and pool their funds. Then, this pooled fund is invested by the fund manager across different assets, including debt, equity and others, to generate returns. Whatever gains or losses are generated from the investments are distributed among investors based on the proportion of their investment share.

Advantages of mutual funds

  • Security and transparency: Following the introduction of SEBI guidelines, all mutual schemes have been labelled based on the risks associated with them. This helps investors assess the risk aspect before investments.

  • Low cost: Mutual funds in India are affordable. Fund management fees imposed by AMCs are only 1–2 per cent. With these lower fees, you can get higher returns by investing in a mutual fund.

  • Liquidity: You can purchase and sell funds quickly. Liquidity is another positive aspect when it comes to investing in these funds. Having said that, some mutual funds like ELSS come with a specific lock-in period.

  • Managed by experts: Mutual funds in India are managed by professional fund managers appointed by AMCs. These professionals have expertise in identifying the best stocks and maximising returns.

  • Small contributions: You do not need to spend much to invest in mutual fund schemes. You can begin your investments with as low as Rs 500. Also, based on your budget, you can make lump-sum investments or start your SIP investments.

  • Diversification: In mutual funds, the pooled money is invested in several stocks across sectors. Therefore, even if one asset class incurs a loss, it can be compensated by other asset classes. Diversification ultimately reduces the risks of your investments.

  • Easily accessible: Your journey to mutual fund investments can start from anywhere. You can start your investment journey by visiting various channels, including:

    • Through the AMC
    • Registrars like CAMS
    • Brokerage firms
    • Online platforms
    • Agents
  • Funds for all financial goals: Given the availability of mutual funds with varied time horizons, you can invest for both your short- and long-term goals.

  • Tax saving: If you invest in mutual funds in India, you will enjoy tax benefits. ELSS funds provide a tax exemption of Rs 1.5 lakh under Section 80C. Also, ELSS funds yield higher returns than those of conventional tax-saving instruments, including the NPS, PPF and so on.

  • Low lock-in period: The lock-in period of tax-saving mutual funds or ELSS is only three years. As compared to other tax-saving options like the PPF and the NPS, it is the lowest.

Ways to invest in mutual fund scheme

  • Lump sum: If you make a one-time investment, it means you have made a lump-sum investment. These investments are usually made when people receive a large amount of money.

  • SIP: If you want to invest a fixed amount of money at regular intervals, then opt for the SIP route. Given its convenience, the SIP investment route is often recommended by experts. Besides, the SIP mode helps in averaging out the cost.

Types of mutual funds

Mutual funds in India invest in various asset classes, and based on that, they are classified into several categories. The following are some popular categories:

  • Equity funds

    Large-cap funds Of their assets, 80 per cent is invested in the top 100 companies by their market cap. Mid-cap funds Of their assets, at least 65 per cent are invested in companies ranked 101st to 250th by their market capitalisation.
    Small-cap funds Of their total assets, at least 65 per cent is invested in companies ranked 251st and above by their market cap. Multi-cap funds Of their total assets, at least 25 per cent is invested in large, mid and small caps.
  • Debt funds

    For debt funds, the source of generating returns is to buy debt papers of corporates and the government. Here are some popular debt funds:

    Money market funds These debt funds invest in debt securities with short maturities and less credit risks. Overnight funds These open-ended debt funds invest in overnight assets or securities with a one-day maturity.
    Corporate bond funds Of their total assets, 80 per cent is invested in corporate bonds. Liquid funds These debt funds invest in instruments maturing in 91 days.
  • Hybrid funds

    These funds invest in various assets, including debt and equity. Based on their asset allocation across different assets, these funds are divided into various categories.

    Aggressive hybrid funds Of its total assets, they invest at least 65 per cent in equity. Multi-asset allocation funds Of their total assets, at least 10 per cent is invested in gold, debt and equity.
    Dynamic asset-allocation funds Based on their pre-decided asset-allocation framework, these funds adjust their allocation across asset classes. Arbitrage funds These funds get returns by leveraging price differences of securities in various markets.

Mutual funds: Frequently Asked Questions

The NAV of a mutual fund stands for Net Asset Value. A mutual fund scheme's NAV per unit signifies its performance. It is calculated by dividing the complete value of all securities and cash in a mutual fund's portfolio, without any liabilities, with the number of outstanding shares.

Mutual funds pool money from investors. Based on their share of investments in the pooled assets, investors are given units. Then, the pooled money is invested in different types of assets by fund managers. The intent of the fund manager is to maximise returns for investors. Unitholders or investors receive gains or losses generated by the fund based on their investment proportions.

The risk-return profiles of funds vary. So, you must select a fund on the basis of your risk appetite and investment time horizon. In other words, you need to strike a balance between your risk-taking capabilities and the risk aspect of the fund you are going to invest in. Generally, for short-term goals, which are less than three years away, investing in debt funds is suggested. On the other hand, equity funds are suggested if your goals are at least five years away.

You need to pay tax on your gains while withdrawing your investments. Gains from both debt and equity funds are subject to tax. Based on the holding period, all mutual fund gains are categorised as long-term capital gains (LTCG) and short-term capital gains (STCG). For debt funds, gains sold after three years of investments are classified as LTCG and gains sold after one year are classified as STCG.

When it comes to investing in mutual fund schemes, you can follow several routes. You can visit the website of the fund house and invest there directly. Alternatively, there are several investing apps available which can help you invest in direct funds. Here, it is important to note that you should opt for direct mutual funds instead of regular plans, as they do not charge any commission. So, it will have an impact on the fund's returns.

By using the mutual fund calculator, investors can get an estimate of the maturity amount at the end of the investment period. It is very easy to use Value Research's online investment calculator. It will give you the exact number of time period required to accumulate a specified corpus. For example, you are planning to invest Rs 10,000 every month to accumulate Rs 50 lakh. With our investment calculator, you will be able to know the time you will require to achieve the goal.

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