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Best Performing Mutual Funds of 2018

Top Ranking Mutual Funds

Show Return For

1Y
3Y
5Y

Comparing returns for ₹ 1,00,000 invested 5 year(s) back

TOP 5 EQUITY MUTUAL FUNDS

SEE ALL EQUITY by RANK

Rank

Fund Name

Return

Doubled In

Rs. 1L Grew to

check

1

ICICI Prudential Technology Fund Growth

Equity | Sector - Technology

13.43%

5Yr 7Mn

₹1.88L


check

2

13.70%

5Yr 5Mn

₹1.9L


check

3

10.82%

6Yr 9Mn

₹1.67L


check

4

Mirae Asset Emerging Bluechip Growth

Equity | Large & Mid-Cap

25.98%

3Yr 1Mn

₹3.17L


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5

25.32%

3Yr 1Mn

₹3.09L


TOP 5 DEBT MUTUAL FUNDS

SEE ALL DEBT by RANK

Rank

Fund Name

Return

Doubled In

Rs. 1L Grew to

check

1

8.18%

8Yr 10Mn

₹1.48L


2

9.78%

7Yr 6Mn

₹1.59L


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3

10.02%

7Yr 4Mn

₹1.61L


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4

9.28%

7Yr 10Mn

₹1.56L


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5

10.40%

7Yr 1Mn

₹1.64L


TOP 5 TAX SAVINGS MUTUAL FUNDS

SEE ALL TAX SAVINGS by RANK

Rank

Fund Name

Return

Doubled In

Rs. 1L Grew to

check

1

IDBI Equity Advantage Fund Regular Growth

Tax Savings | ELSS (Tax Savings)

17.62%

4Yr 4Mn

₹2.25L


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2

Axis Long Term Equity Growth

Tax Savings | ELSS (Tax Savings)

19.28%

4Yr 0Mn

₹2.41L


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3

15.28%

4Yr 11Mn

₹2.04L


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4

Franklin India Taxshield Fund Growth

Tax Savings | ELSS (Tax Savings)

16.01%

4Yr 9Mn

₹2.1L


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5

Invesco India Tax Plan - Growth

Tax Savings | ELSS (Tax Savings)

17.82%

4Yr 3Mn

₹2.27L


TOP 5 LIQUID PLUS MUTUAL FUNDS

SEE ALL LIQUID PLUS by RANK

Rank

Fund Name

Return

Doubled In

Rs. 1L Grew to

check

1

9.31%

7Yr 10Mn

₹1.56L


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2

Franklin India Low Duration Fund Growth

Liquid Plus | Low Duration

9.30%

7Yr 10Mn

₹1.56L


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3

7.81%

9Yr 3Mn

₹1.46L


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4

L&T Liquid Fund Growth Option

Liquid Plus | Liquid

7.80%

9Yr 3Mn

₹1.46L


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5

7.78%

9Yr 4Mn

₹1.45L


TOP 5 BALANCED EQUITY MUTUAL FUNDS

SEE ALL BALANCED EQUITY by RANK

Rank

Fund Name

Return

Doubled In

Rs. 1L Grew to

check

1

L&T Dynamic Equity Fund Growth

Balanced Equity | Dynamic Asset Allocation

13.35%

5Yr 7Mn

₹1.87L


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2

Tata Hybrid Equity Fund Regular Growth

Balanced Equity | Aggressive Allocation

13.95%

5Yr 4Mn

₹1.92L


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3

LIC MF Equity Hybrid Fund - Growth

Balanced Equity | Aggressive Allocation

8.58%

8Yr 6Mn

₹1.51L


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4

SBI Multi Asset Allocation Fund Regular Growth

Balanced Equity | Multi Asset Allocation

9.03%

8Yr 1Mn

₹1.54L


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5

JM Equity Hybrid Fund Growth

Balanced Equity | Aggressive Allocation

11.60%

6Yr 4Mn

₹1.73L


TOP 5 BALANCED DEBT MUTUAL FUNDS

SEE ALL BALANCED DEBT by RANK

Rank

Fund Name

Return

Doubled In

Rs. 1L Grew to

check

1

ICICI Prudential Regular Savings Fund Growth

Balanced Debt | Conservative Allocation

11.71%

6Yr 4Mn

₹1.74L


check

2

UTI Regular Savings Fund Regluar Plan Growth

Balanced Debt | Conservative Allocation

10.48%

7Yr 0Mn

₹1.65L


check

3

Reliance Hybrid Bond Fund Growth

Balanced Debt | Conservative Allocation

10.42%

7Yr 0Mn

₹1.64L


check

4

Axis Regular Saver Fund Growth

Balanced Debt | Conservative Allocation

9.09%

8Yr 0Mn

₹1.55L


check

5

Franklin India Debt Hybrid Growth

Balanced Debt | Conservative Allocation

9.49%

7Yr 8Mn

₹1.57L


How do we select the Best Performing Mutual Funds and Rank them?

Mutual fund investments are subject to market risks, please read the scheme information document carefully before investing. We have all heard this disclaimer numerous times. Yes, mutual funds are subject to market risks. Yes, we are asked to read the scheme information document carefully. But, very few of us actually do.

Scheme information documents are long and tedious because they are filled with jargon. We don't really blame you for not wanting to read them.But without reading the documents, how can you decide on a mutual fund to invest in? The answer to that is--you rely on the Upwardly methodology and algorithm.

The mutual funds that we shortlist for you to invest in are selected on the basis of the following factors.

consistent track record
Consistent track record

Our selection of funds have been in the market for at least 5 years and have weathered all kinds of market conditions--bull runs as well as bear phases. We choose funds that have a history of navigating a volatile market.

consistent returns
Consistent returns

Sometimes, even the good funds do poorly. But what separates the good from the bad is their ability to bounce back when conditions improve. These are the funds that we select for you.

reputable size
Reputable size

While the size of a fund doesn't directly affect its performance, a fund with a decent AUM can move around the market and place bets on different sectors and stocks.A comparitively bigger size is also a sign of a good reputation.

economic factors
Economic factors

Different kinds of funds do well in different kinds of economic scenarios. We choose funds that are placed to benefit from a change in the economy, be it an upturn or a downturn.

lock ins
No lock-ins

One of the reasons why mutual funds are excellent investment products is because of the flexibility they provide. We choose funds that investors can move in and out of. The only exception here are tax-saving mutual funds.