Best Performing Mutual Funds : Top Performing Mutual Funds 2019

Best Performing Mutual Funds

Upwardly presents to you the best performing mutual funds for 2019-20

Fund NameReturns (5Yr)Growth of Rs 1 lakh in 5 Yrs*Category Invest
Mirae Asset Emerging Bluechip Fund25.47%₹ 3.11 lakhsLarge and Mid capInvest
Canara Robeco Emerging Equities Fund24.84%₹ 3.03 lakhsLarge and Mid capInvest
SBI Small Cap Fund27.62%₹ 3.39 lakhsSmall CapInvest
Mirae Asset India Equity Fund18.29%₹ 2.32 lakhsMulti CapInvest
Reliance Small Cap Fund24.80%₹ 3.03 lakhsSmall CapInvest
Kotak Standard Multicap Fund18.48%₹ 2.33 lakhsMulti CapInvest
Kotak Emerging Equity Scheme22.54%₹ 2.76 lakhsMid CapInvest
HDFC Small Cap Fund19.42%₹ 2.43 lakhsSmall CapInvest
L&T Midcap Fund22.35%₹ 2.74 lakhsMid CapInvest
Tata Equity P/E Fund19.96%₹ 2.48 lakhsValueInvest
*Comparing returns for ₹ 1,00,000 invested 5 year(s) back

 

Investing in Mutual Funds is with Upwardly’s recommended list of top performing mutual funds in India for 2019.

1. Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund is one of the best performing mutual funds. This fund lives up to the ‘blue-chip’ tag in its name. The fund invests 35% of its assets in large-caps and the rest 65% in mid-caps. The fund picks up companies for its portfolio with operating profits of Rs 100 Cr. It avoids investing in micro-caps. The fund has outperformed its category by 7-10 percentage points and the benchmark by 3-9 percentage points in the 1, 3 and 5-year returns. The fund gave 21.12% (annualized) return since its inception in 2010. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.79 lakhs now.

 

2. Canara Robeco Emerging Equities Fund

Consistency in performance is the primary quality of the fund. It uses growth-at-a-reasonable approach to pick its companies. It looks for opportunities across various sectors. The fund has 40% invested in large and mid-cap stocks. The fund has outperformed its category by 4-9 percentage points and the benchmark by 3-10 percentage points in the 3 and 5-year returns. It gave 17.24% (annualized) return since its inception in 2005. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.43 lakhs now.

 

3. SBI Small Cap Fund

This high-risk fund is an emerging star in the category. It looks for five attributes in the stocks it buys. They are, competitive advantage, return on capital, growth, management, and valuation. The scheme seeks to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of small-cap companies.

The fund has reopened subscriptions through SIP more from May 16th, 2018. The fund hasn’t taken any fresh investments since October 2015. Over three years and five years, the fund has been ahead of its benchmark by 5-10 percentage points. Compared to the category, it has managed 1-2 percentage point outperformance. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.65 lakhs now.

 

4. Mirae Asset India Equity Fund

The investment process is focused on a bottom-up approach with a well-diversified approach. The fund follows a growth style of investment. It has the flexibility to invest across sectors, themes & market caps. The fund has beaten its category by 3-4 percentage points in the 3 and 5-year returns. It outperformed the benchmark by 2-3 percentage points. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.35 lakhs now.

 

5. Reliance Small Cap Fund

This is one of the rare funds in the equity space which has beaten the benchmark as well as the category across all the time frames: one year, three years, five years or even seven years. Managing solid performance, even in bear phases, without leaning on large-caps is credible. Over three and five years, the fund has been ahead of its benchmark by 5 to 9 percentage points. Compared to the category, it has managed 3 to 5 percentage point outperformance. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.35 lakhs now.

 

6. Kotak Standard Multicap Fund

The fund has performed consistently in all the economic cycles. It has beaten the benchmark and the peers in all the seven years since launch. The fund has beaten the benchmark by 3-6 percentage points and category by 4 percentage points in the 3 and 5-year returns. Among its peers, the fund has given better and consistent returns. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.27 lakhs now.

 

7. Kotak Emerging Equity Scheme

The fund invests in companies that are priced at a discount to the intrinsic value. To select companies, the fund goes through a process. It selects only those companies that have good financial strength and relatively less prone to recession. The find invests 65-70% in mid-caps, 25-30% in small-caps, 5-10% in large-caps. On a three and five-year basis, it has outperformed its benchmark by 3 to 6 percentage points and category by 3 to 5 percentage points. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.17 lakhs now.

 

8. HDFC Small Cap Fund

The fund aims at providing long-term capital appreciation, by investing at least 65% in small-cap companies and targets high-quality small-cap business which is undervalued and have a sustainable business. Over three and five years, the fund has been ahead of its benchmark by 8 to 4 percentage points. Compared to the category, it has managed 7 to 1 percentage point outperformance. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.50 lakhs now.

 

9. L&T Midcap Fund

This fund’s strategy is a blend of growth and value styles of investing. The focus is on owning fundamentally strong and scalable businesses with a good management track record, at reasonable valuations. The fund’s asset allocation reveals a 15-20 percent allocation to small-cap stocks, while mid-cap allocation is about 80-85 percent, with the rest parked in large caps. This may result in a lower risk profile, while also moderating the returns from this fund. With 3-year and 5-year annualized returns of 17.81% and 23.05% respectively, the fund has outperformed its benchmark by 3 to 5 percentage points and peers by 3 to 5 percentage points. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.21 lakhs now.

 

10.Tata Equity P/E Fund

Tata Equity P/E Fund follows the value-conscious style of investing. The scheme aims to invest at least 70% of its assets in companies with lower P/E than BSE Sensex. Up to 30% of its assets are invested in well-researched growth stocks. The fund has outperformed its category by  3-4 percentage points and the benchmark by 3-7 percentage points in the 3 and 5-year returns. The fund gave 19.30% (annualized) return since its inception in 2004. A SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹4.20 lakhs now.

 

Start your investment in the best performing mutual funds at www.Upwardly.in

 

*These funds have an exit load of 1% if withdrawn before 1 year. We recommend investing in equity schemes for the long-term.

 

Updated: 28th March 2019

 

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