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Funds | Independent and most detailed coverage of mutual fund schemes
Analysis & Commentary
Low on Risk |
Franklin India Taxshield doesn't always beat its more aggressive peers but it delivers good returns with a determinedly large-cap heavy portfolio...
Conservative and consistent |
After a patchy start, BNP Paribas Long Term Equity Fund has emerged as a consistent outperformer in the last five years...
Wealth of information on your stocks!
Stock pages on the Value Research website contain a wealth of qualitative information, which can help you analyse stocks more effectively...
The art of comeback |
After a bad patch from 2008 to 2010, Birla Sun Life Tax Plan has made a big comeback in the last five years...
The must-have fund
You can invest in stocks of various market caps and save taxes with equity-linked savings schemes...
The ELSS giant |
The largest AUM of the fund in the ELSS category is more than justified by its brilliant track record...
How to analyse competition
Use this website to study what competition the company you are interested in faces and whether it is better placed than the competitors...
Avoiding risk |
UTI Equity Fund distributes its portfolio evenly among large-, mid- and small-cap stocks without going overboard on individual holdings...
Use the Portfolio Manager to analyse your portfolio succinctly
Use the Analysis tab of the Value Research Portfolio Manager for a quick analysis of your stocks/funds...
Consistent performance |
SBI Bluechip Fund invests up to 80 per cent of its assets in large-cap stocks, with the flexibility to park 20 per cent in mid-caps...
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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 Equity Fund -13.81 15.66 11.36 Avg. Above Avg.
Birla Sun Life Special Situations Fund -12.52 14.42 10.09 Above Avg. Above Avg.
Birla Sun Life Top 100 Fund -14.67 13.37 11.72 Avg. Above Avg.
BNP Paribas Dividend Yield Fund -11.19 13.75 12.98 Below Avg. Above Avg.
BNP Paribas Equity Fund -12.99 13.91 12.88 Below Avg. Above Avg.
Franklin India Flexi Cap Fund | Invest Online Now -11.89 15.64 12.11 Below Avg. Above Avg.
Franklin India High Growth Companies Fund | Invest Online Now -17.09 19.08 15.63 Avg. High
Franklin India Prima Plus Fund | Invest Online Now -10.35 16.28 13.79 Below Avg. High
HDFC Capital Builder Fund -14.59 13.95 10.88 Avg. Above Avg.
HSBC India Opportunities Fund -18.74 13.61 10.67 Avg. Above Avg.
ICICI Prudential Dynamic Fund - Institutional I Plan -15.50 12.52 10.43 Below Avg. Avg.
ICICI Prudential Dynamic Fund - Institutional Plan -15.50 12.44 - Low Avg.
ICICI Prudential Indo Asia Equity Fund | Invest Now -14.71 12.89 10.98 Low Avg.
ICICI Prudential Indo Asia Equity Fund - Institutional Plan -14.70 12.91 11.00 Low Avg.
ICICI Prudential Multicap Fund | Invest Now -10.48 14.48 10.86 Avg. Above Avg.
ICICI Prudential Value Discovery Fund | Invest Now -11.93 20.80 16.68 Below Avg. High
Kotak Opportunities Regular Plan -13.76 13.19 10.41 Avg. Avg.
Kotak Select Focus Fund Regular Plan -13.04 15.88 12.73 Below Avg. High
L&T India Special Situations Fund | Invest Online -15.63 12.57 11.61 Avg. Above Avg.
Mirae Asset India Opportunities Fund - Regular Plan | Invest Online -13.84 14.73 12.70 Below Avg. High
Mirae Asset India-China Consumption Fund - Regular Plan | Invest Online -13.95 12.35 - Below Avg. Avg.
Quantum Equity FoF Fund | Invest Online, Paperless -12.24 13.47 10.47 Avg. Above Avg.
Religare Invesco Contra Fund -14.18 16.49 12.33 Avg. High
SBI Bluechip Fund | Invest Online -8.00 15.41 13.51 Low High
SBI Magnum Multicap Fund | Invest Online -7.75 16.83 12.16 Below Avg. Above Avg.
SBI Magnum Multiplier Fund | Invest Online -9.31 17.02 13.05 Below Avg. High
Tata Equity Opportunities Fund - Regular Plan -12.92 14.34 12.20 Below Avg. Above Avg.
Tata Ethical Fund - Regular Plan -7.72 16.95 14.23 Low High
UTI Equity Fund -13.50 12.64 11.46 Below Avg. Above Avg.
Equity: Mid Cap
Birla Sun Life Pure Value Fund -10.45 24.25 16.75 Avg. Above Avg.
BNP Paribas Midcap Fund -6.50 22.05 20.42 Below Avg. Above Avg.
Franklin India Prima Fund | Invest Online Now -9.14 23.20 19.16 Low Above Avg.
HDFC Mid-Cap Opportunities Fund -8.41 22.44 18.64 Below Avg. Above Avg.
JP Morgan India Mid and Small Cap Fund -9.18 24.04 19.11 Avg. High
Mirae Asset Emerging Bluechip Fund - Regular Plan | Invest Online -4.85 26.93 22.83 Low High
Religare Invesco Mid Cap Fund -10.90 21.55 18.35 Avg. Above Avg.
Religare Invesco Mid N Small Cap Fund -11.39 21.89 18.88 Below Avg. Above Avg.
SBI Magnum Global Fund | Invest Online -8.35 21.83 19.12 Low Avg.
UTI Mid Cap Fund -8.82 27.21 19.46 Avg. High
Equity: Tax Planning
Axis Long Term Equity Fund | Invest Online -7.81 23.92 19.34 Low High
Birla Sun Life Tax Plan -9.88 17.62 13.72 Below Avg. Above Avg.
Birla Sun Life Tax Relief 96 -9.58 18.41 13.01 Below Avg. Above Avg.
BNP Paribas Long Term Equity Fund -11.66 15.88 15.20 Below Avg. High
DSP BlackRock Tax Saver Fund -11.89 14.81 12.13 Avg. Above Avg.
Franklin India Taxshield Fund | Invest Online Now -10.79 16.28 13.97 Low Above Avg.
ICICI Prudential Long Term Equity Fund (Tax Saving) | Invest Now -11.85 15.97 12.76 Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Regular Plan -14.53 14.37 12.14 Below Avg. Above Avg.
Reliance Tax Saver Fund -21.42 18.02 15.00 High High
Religare Invesco Tax Plan -12.15 16.28 13.54 Below Avg. High
Tata India Tax Savings Fund -8.20 16.19 12.69 Low Above Avg.
Hybrid: Equity-oriented
Franklin India Balanced Fund | Invest Online Now -6.53 15.40 12.70 Below Avg. Above Avg.
HDFC Balanced Fund -8.99 15.67 13.58 Below Avg. High
HDFC Childrens Gift Fund - Investment Plan -8.49 15.38 14.19 Below Avg. Above Avg.
ICICI Prudential Balanced Advantage Fund | Invest Now -4.82 11.81 12.72 Low Avg.
ICICI Prudential Balanced Fund | Invest Now -10.09 13.89 13.77 Below Avg. Above Avg.
L&T India Prudence Fund | Invest Online -4.97 16.98 13.07 Below Avg. High
SBI Magnum Balanced Fund | Invest Online -5.07 16.34 13.15 Below Avg. Above Avg.
Tata Balanced Fund - Regular Plan -8.63 16.62 14.63 Avg. High
Tata Retirement Savings Fund - Moderate Plan - Regular Plan -8.97 16.18 - Avg. Above Avg.
Rating as on January 31, 2016