Funds | Independent and most detailed coverage of mutual fund schemes
Analysis & Commentary
Steady Performer |
Canara Robeco Balance Fund has delivered steady returns and retained a four-star rating over most of the last ten years...
Veteran Outperformer |
Birla Sun Life 95 Fund, one of the oldest balanced funds, has beaten the indices in nine out of the last ten years...
The Best of Both Worlds
Balanced funds invest 65 to 80 per cent in equity and the rest in debt, which makes them more stable...
Use the Stock Selector to Compare Stocks Intelligently
The Value Research Stock Selector enables investors to objectively compare a selection of stocks in great detail...
New Pension System
A steady income in retirement is possible if you plan well and start saving early...
Compare Funds before Investing
Use the Fund Compare tool to weed out the bad fund and identify the one that suits your needs to start investing...
What Works on Dalal Street
A look into various trading strategies that investors & traders can use to deploy corpus and the returns they have generated...
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...
Find Your Fund's Exposure to a Stock
Use the Value Research Who Owns What tool to find out how much your fund has invested in a stock & avoid getting overexposed to it...
Dependable Player |
UTI Opportunities Fund had a slow start, but has managed to deliver annualised return of 17.5 per cent over the past 5 years...
Powerful Tools
Know the fund family in detail.
Quickly compare all funds in a fund category
Search the fund invested in choicest sector
Which funds own shares of which company?
Our exclusive Who Owns What search tells you!
Search for Company:
Fund House
Fund Category
Year
 
Fund House
Fund Category
Exclude
 
Start Date
End Date
Fund House
Fund Category
Exclude
 

Calculate SIP return of any fund over any period.

Fund House
Fund Category
 

Find out the performance rank of funds over different periods.

Fund Type
Returns over
Fund Category
 
Top Rated Funds
Show Direct Plans
Fund Name Rating 1 Year
Return (%)
3 Year
Return (%)
5 Year
Return (%)
Risk Grade Return Grade
Equity: Large & Mid Cap
Birla Sun Life Frontline Equity Fund 23.79 27.38 15.69 Avg. Above Avg.
Birla Sun Life Top 100 Fund 22.23 27.07 16.73 Avg. Above Avg.
BNP Paribas Equity Fund 32.78 27.50 17.68 Below Avg. Above Avg.
Edelweiss Diversified Growth Equity Top 100 Fund - Plan B 29.52 25.30 16.13 Below Avg. Avg.
Franklin India Flexi Cap Fund 34.95 29.66 17.52 Below Avg. High
Franklin India Prima Plus Fund 39.18 28.93 18.25 Below Avg. High
HDFC Capital Builder Fund 24.56 25.97 15.39 Avg. Above Avg.
ICICI Prudential Dynamic Fund - Institutional I Plan 19.56 24.65 15.86 Low Above Avg.
ICICI Prudential Dynamic Fund - Institutional Plan 19.56 24.50 - Low Avg.
ICICI Prudential Dynamic Fund - Regular Plan 18.60 23.43 14.80 Below Avg. Avg.
ICICI Prudential Indo Asia Equity Fund - Institutional Plan 35.10 28.42 18.41 Low High
ICICI Prudential Indo Asia Equity Fund - Regular Plan 35.12 28.40 18.40 Low High
Kotak Select Focus Fund Regular Plan 32.98 28.92 16.90 Avg. High
Mirae Asset India Opportunities Fund - Regular Plan | Invest Online 29.35 28.23 17.65 Below Avg. High
Reliance Top 200 Fund - Retail Plan 29.38 26.32 16.02 Above Avg. Above Avg.
Reliance Top 200 Inst 29.65 26.57 16.25 Above Avg. Above Avg.
Religare Invesco Growth Fund 32.56 26.98 15.39 Below Avg. Avg.
SBI Bluechip Fund 33.57 28.72 16.20 Below Avg. Above Avg.
SBI Magnum Multiplier Fund 34.57 28.21 15.90 Avg. Above Avg.
Equity: Multi Cap
BNP Paribas Dividend Yield Fund 33.22 27.42 17.23 Low Above Avg.
Franklin India High Growth Companies Fund 52.54 37.06 21.22 Below Avg. High
L&T India Special Situations Fund | Invest Online 29.66 27.08 16.66 Below Avg. Above Avg.
L&T India Value Fund | Invest Online 40.20 33.50 18.60 Below Avg. High
Mirae Asset India-China Consumption Fund - Regular Plan | Invest Online 33.60 27.52 - Low Above Avg.
Sahara Wealth Plus Fund - Fixed Pricing Option 22.04 24.75 15.12 Avg. Above Avg.
Sahara Wealth Plus Fund - Variable Pricing Option 23.40 26.01 16.21 Below Avg. Above Avg.
Tata Dividend Yield Fund - Plan A 27.00 22.16 15.25 Below Avg. Avg.
Tata Ethical Fund - Plan A 37.28 28.59 17.19 Low Above Avg.
Equity: Tax Planning
Axis Long Term Equity Fund | Invest Online 43.90 36.30 23.43 Low High
Birla Sun Life Tax Plan 40.86 29.98 17.41 Avg. Above Avg.
BNP Paribas Long Term Equity Fund 36.62 29.48 18.91 Below Avg. High
DSP BlackRock Tax Saver Fund 27.01 27.51 15.24 Below Avg. Above Avg.
Edelweiss ELSS Fund 34.26 26.16 16.31 Below Avg. Avg.
Franklin India Taxshield Fund 38.75 28.24 18.53 Low Above Avg.
ICICI Prudential R.I.G.H.T. Fund 42.87 34.90 23.63 Low High
ICICI Prudential Tax Plan - Regular Plan 21.92 27.58 16.33 Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Regular Plan 40.50 31.87 18.06 Below Avg. High
IDFC Tax Saver Fund - Regular Plan 25.48 24.71 14.06 Below Avg. Avg.
Reliance Tax Saver Fund 37.16 31.98 20.40 High High
Religare Invesco Tax Plan 37.78 29.74 17.79 Below Avg. Above Avg.
SBI Tax Advantage Fund - Series I 38.23 30.33 15.68 Avg. Above Avg.
SBI Tax Advantage Fund - Series II 35.87 33.18 - Avg. Above Avg.
Tata Tax Advantage Fund - 1 31.81 24.22 15.46 Below Avg. Above Avg.
Tata Tax Saving Fund 34.68 26.71 16.26 Low Above Avg.
Hybrid: Equity-oriented
Edelweiss Absolute Return Fund 25.63 17.05 12.57 Low Avg.
Franklin India Balanced Fund 33.99 24.31 15.17 Below Avg. Above Avg.
HDFC Balanced Fund 27.48 23.95 17.52 Below Avg. Above Avg.
HDFC Childrens Gift Fund - Investment Plan 24.74 23.92 18.94 Below Avg. High
ICICI Prudential Balanced Advantage Fund - Regular Plan 19.29 21.09 15.59 Low Avg.
ICICI Prudential Balanced Fund - Regular Plan 25.20 24.83 17.66 Below Avg. Above Avg.
L&T India Prudence Fund | Invest Online 31.64 25.57 - Low Above Avg.
SBI Magnum Balanced Fund 32.62 27.55 15.50 Avg. Above Avg.
Tata Balanced Fund - Plan A 36.11 26.98 17.88 Below Avg. High
Tata Retirement Savings Fund - Moderate Plan - Plan A 42.72 26.23 - Below Avg. High
Rating as on April 30, 2015