This page uses Javascript. Your browser either doesn't support Javascript or you have it turned off. To see this page as it is meant to appear please use a Javascript enabled browser.
Fundsindia: Select Funds
FundsIndia: Login

FUNDSINDIA SELECT FUNDS

FundsIndia's Select Funds is a list of mutual funds that we think are most investment worthy for a regular investor. These funds have been selected in a completely unbiased manner taking into account various factors - both quantitative measures and qualitative assessments. Funds showcased here are those that are consistently top quartile performers in their categories. Different time and assessment criteria were used for debt and equity funds. However, they have all delivered superior risk adjusted rolling returns beating their benchmarks while keeping within their investment mandates.

Do note, however, note that past performance is not a guarantee of future results. Please consider your specific investment requirements before designing a portfolio that suits your needs.


View our researched list of best funds below!


Equity funds - Moderate risk

Funds that will seek to generate inflation - beating returns and limit downside risks. Require holding period of at least five years

Scheme Name VRO
Rating
1 YEAR RETURNS 3 YEAR RETURNS 5 YEAR RETURNS ACTION
Tata Dividend Yield Fund(G) 22.60% 7.26% 21.99% Invest Now
UTI Opportunities Fund(G) 22.25% 9.33% 20.08% Invest Now
ICICI Pru Focused BlueChip Eq Fund-Reg(G) 24.64% 8.43% 20.92% Invest Now
UTI Equity Fund(G) 23.56% 8.96% 20.04% Invest Now
ICICI Pru Dynamic Plan-Reg(G) 33.85% 9.91% 21.26% Invest Now
Mirae Asset India Opportunities Fund-Reg(G) 29.14% 9.99% 23.42% Invest Now
HDFC Index Fund-Sensex Plus(G)(Post Addendum) 19.09% 5.77% 16.75% Invest Now
Franklin India Bluechip Fund(G) 17.86% 5.80% 17.79% Invest Now
Canara Rob Eq Diver Fund-Reg(G) 20.50% 8.20% 20.04% Invest Now
HDFC Top 200 Fund(G) 22.91% 5.96% 19.41% Invest Now
Axis Equity Fund(G) 21.48% 9.53% N/A Invest Now

Equity funds - High risk

Funds with potential to generate high returns but tagged with high risks and volatility. Require holding period of five years and active review of performance

Scheme Name VRO
Rating
1 YEAR RETURNS 3 YEAR RETURNS 5 YEAR RETURNS ACTION
HDFC Mid-Cap Opportunities Fund(G) 35.61% 14.06% 28.11% Invest Now
Reliance Equity Opportunities Fund(G) 21.68% 11.18% 26.14% Invest Now
Religare Invesco Mid N Small Cap Fund(G) 36.42% 14.81% 30.07% Invest Now
IDFC Premier Equity Fund-Reg(G) 27.72% 12.13% 25.41% Invest Now
ICICI Pru Value Discovery Fund-Reg(G) 31.91% 12.30% 29.06% Invest Now
DSPBR Small & Mid Cap Fund-Reg(G) 29.13% 7.27% 24.73% Invest Now
SBI Emerging Businesses Fund-Reg(G) 11.27% 13.09% 28.31% Invest Now
BNP Paribas Mid Cap Fund(G) 29.83% 15.20% 25.64% Invest Now
Franklin India Prima Fund(G) 34.07% 13.20% 25.60% Invest Now

Tax-savings funds - Moderate risk

Equity-oriented funds with a lock-in of three years. Qualifies for deduction upto Rs 1 lakh under Section 80C of the Income Tax Act, in the year of investment

Scheme Name VRO
Rating
1 YEAR RETURNS 3 YEAR RETURNS 5 YEAR RETURNS ACTION
Franklin India Taxshield(G) 24.73% 9.13% 20.32% Invest Now
Canara Rob Equity Tax Saver Fund-Reg(G) 20.93% 8.16% 21.17% Invest Now
Axis LT Equity Fund(G) 37.42% 15.11% N/A Invest Now

Tax-saving funds - High risk

Equity-oriented funds with a lock-in of three years. Qualifies for deduction upto Rs 1 lakh under Section 80C of the Income Tax Act, in the year of investment

Scheme Name VRO
Rating
1 YEAR
RETURN
3 YEAR
RETURNS
5 YEAR
RETURNS
ACTION
Religare Invesco Tax Plan(G) 26.50% 9.37% 21.30% Invest Now
IDFC Tax Advt(ELSS) Fund-Reg(G) 26.74% 8.73% 18.43% Invest Now
ICICI Pru Tax Plan-Reg(G) 32.45% 10.00% 24.25% Invest Now

Theme funds

Investors choosing these funds need to have a high risk appetite and be willing to monitor the fund performance and exit on profits. Funds mentioned here are themes that we think will hold potential in the near future. Investors need to have a 2-3 year perspective and actively book profits on these themes. These funds should not account for about 5-10% of your portfolio and not more.

Scheme Name VRO
Rating
1 YEAR RETURNS 3 YEAR RETURNS 5 YEAR RETURNS ACTION
ICICI Pru Technology Fund-Reg(G) 57.17% 18.34% 36.34% Invest Now
SBI Pharma Fund-Reg(G) 33.09% 21.92% 32.39% Invest Now
ICICI Pru Exports & Other Services Fund-Reg(G) 52.19% 17.46% 25.09% Invest Now
L&T Global Real Assets Fund (G) 15.00% 11.50% N/A Invest Now
FT India Feeder - Franklin U.S. Opportunities Fund(G) 31.73% N/A N/A Invest Now
Franklin Build India Fund(G) 29.01% 10.14% N/A Invest Now

Hybrid funds - moderate risk

Funds with over two-thirds invested in equity and rest in debt. Require at least a three-year holding period

Scheme Name VRO
Rating
1 YEAR RETURNS 3 YEAR RETURNS 5 YEAR RETURNS ACTION
HDFC Balanced Fund(G) 25.53% 10.22% 21.20% Invest Now
HDFC Children's Gift Fund-Investment 28.63% 12.30% 23.71% Invest Now
Canara Rob Balance Scheme-Reg(G) 17.47% 8.46% 16.91% Invest Now
ICICI Pru Balanced Fund-Reg(G) 23.59% 12.14% 18.44% Invest Now
Tata Balanced Fund(G) 20.97% 10.49% 19.22% Invest Now

Hybrid funds - low risk

Funds with 70-85 per cent holding in debt and rest in equities. Require at least 2-3 year holding period

Scheme Name VRO
Rating
6 MONTH
RETURNS
1 YEAR
RETURN
3 YEAR
RETURNS
ACTION
HDFC Children's Gift Fund-Savings 8.72% 9.90% 8.40% Invest Now
HDFC MIP-LTP(G) 9.49% 8.77% 7.31% Invest Now
Birla SL MIP II-Savings 5(G) 5.02% 6.95% 8.45% Invest Now
Reliance MIP(G) 6.51% 7.00% 7.64% Invest Now
FT India Life Stage FOFs-40(G) 7.73% 9.84% 7.44% Invest Now
Canara Rob MIP-Reg(G) 7.24% 11.98% 8.39% Invest Now
DSPBR MIP Fund-Reg(G) 4.33% 7.78% 8.37% Invest Now

Debt funds - 6 months to 1 year holding

Ultra-short-term funds that invest in money market instruments and commercial paper with high liquidity and short maturity. This list does not include liquid funds. Pl. contact our advisor to choose liquid funds based on your need

Scheme Name VRO
Rating
6 MONTH RETURNS 1 YEAR RETURNS 3 YEAR RETURNS ACTION
Templeton India Ultra Short Bond Fund(G) 5.04% 10.16% 10.00% Invest Now
Peerless Ultra Short Term Fund(G) 4.51% 8.81% 9.78% Invest Now
Templeton India Low Duration Fund(G) 4.85% 9.52% 9.90% Invest Now
Birla SL FRF-Short Term Plan(G) 4.70% 9.51% 9.49% Invest Now

Debt funds 1-2 years

Funds that invest in a combination of government and corporate bonds, certificates of deposits and money market instruments.Requires a holding period of 1-2 years

Scheme Name VRO
Rating
6 MONTH RETURNS 1 YEAR RETURNS 3 YEAR RETURNS ACTION
Birla SL FRF-Long Term Plan(G) 4.84% 9.77% 9.80% Invest Now
Canara Rob Short Term Fund-Reg(G) 4.04% 7.63% 8.82% Invest Now
PineBridge India Short Term Fund(G) 3.68% 6.65% 8.80% Invest Now
JPMorgan India ST Income(G) 4.33% 8.17% 9.12% Invest Now
HDFC Short Term Opportunities Fund(G) 4.81% 8.29% 9.31% Invest Now
Templeton India ST Income Plan(G) 4.77% 8.96% 9.61% Invest Now

Debt funds - long term

Funds that invest in a combination of government and corporate bonds, certificates of deposits and money. Requires a holding period of at least 2-3 years

Scheme Name VRO
Rating
6 MONTH RETURNS 1 YEAR RETURNS 3 YEAR RETURNS ACTION
IDFC SSIF-MT-Reg(G) 3.58% 5.23% 8.42% Invest Now
HDFC Medium Term Opportunities Fund(G) 4.60% 7.16% 8.98% Invest Now
Templeton India Income Opportunities Fund(G) 4.78% 8.18% 9.40% Invest Now
Birla SL Dynamic Bond Fund-Ret(G) 4.13% 6.14% 8.87% Invest Now
Birla SL Short Term Fund(G) 4.60% 8.15% 9.47% Invest Now
Templeton India IBA-A(G) 3.90% 6.53% 9.76% Invest Now