Everybody wants to know what are the best funds in each category. In this article I have mentioned the top funds in each of their category as per my knowledge.
I have prepared this top funds list based on some indicators like ratios, past perfomance, portfolio, fund manager and so on. In my previous article I explained about this ratios which you can go through to get more detail How to select right mutual fund scheme?
Below is the quick list of mutual funds to invest in. The mutual fund names are categorized as per their category. Which category fund to select is purely depends on time horizon and risk taking capability of individual investor.
| Category | Fund Name |
| Largecap | Mirae Asset India Equity Fund |
| Largecap | SBI bluechip Fund |
| Largecap | Aditya birla sunlife frontline equity |
| Midcap | L&T mid cap fund |
| Midcap | Mirae asset emerging bluechip fund |
| Midcap | Aditya birla sunlife pure value fund |
| Smallcap | Reliance small cap fund |
| Smallcap | L&T emerging business fund |
| Smallcap | DSP blackrock small cap fund |
Top 3 Large-cap funds
1. Mirae Asset India Equity Fund
- The scheme is launched in 2008.
- The scheme has given 16.65% return since launch.
- Fund manager: Harshad Borawake since may 2017
- Neelesh Surana since may 2008
- Top 5 stocks in portfolio
- HDFC bank
- Infosys
- ICICI bank
- HDFC
- L&T
Ratio:
| Standard Deviation | 14.23 |
| Alpha | 3.37 |
| Beta | 1.01 |
| Sortino Ratio | 1.04 |
2. SBI bluechip Fund
- The scheme is launched in 2006.
- This scheme has given 11.74% return since launch.
- Fund manager: Sohini Andani
- Top 5 stocks in portfolio
- HDFC Bank
- L&T
- M&M
- ITC
- Nestle India
Ratio
| Standard Deviation | 12.46 |
| Alpha | 2.31 |
| Beta | 0.87 |
| Sortino Ratio | 0.94 |
3. Aditya birla sunlife frontline equity
- The scheme is launched in 2002.
- This scheme has delivered 21.74% return since launch.
- Fund manager: Mahesh Patil since sep 2010
- Top 5 stocks in portfolio
- HDFC bank
- ICICI bank
- ITC
- Infosys
- L&T
Ratio
| Standard Deviation | 13.05 |
| Alpha | 1.05 |
| Beta | 0.93 |
| Sortino Ratio | 0.85 |
Top 3 mid cap funds
1. L&T mid cap fund
- This scheme is launched in 2004
- The scheme has delivered 21.55% return since launch.
- Fund manager: soumendra Nath Lahiri since june 2013
- Top 5 stocks in portfolio
- The Ramco cements
- cholamandalam investment
- Mindtree
- emami
- Mphasis
Ratio
| Standard Deviation | 16 |
| Alpha | 3.81 |
| Beta | 0.9 |
| Sortino Ratio | 1.36 |
2. Mirae asset emerging bluechip fund
- This scheme is launched in 2010.
- Since inception it has delivered 23% return.
- Fund manager: Neelesh surana since may 2010
- Vihag Naik since june 2016
- Top 5 stocks in portfolio
- HDFC bank
- ICICI bank
- Tata global beverages
- Raymond
- Indusind bank
Ratio
| Standard Deviation | 14.91 |
| Alpha | 3.86 |
| Beta | 0.87 |
| Sortino Ratio | 1.42 |
3. Aditya birla sunlife pure value fund
- This schee is launched in 2008.
- Since inception it has delivered 19% return.
- fund manager: Mahesh Patil since Jan 2014
- Milind Bafna since Jan 2016
- Top 5 stocks in portfolio
- HPCL
- Tata chemicals
- Gujarat Alkalies and chem
- India cements
- L&T finance holding
Ratio
| Standard Deviation | 18.40 |
| Alpha | 1.66 |
| Beta | 1.06 |
| Sortino Ratio | 1.33 |
Top 3 small cap funds
1. Reliance small cap fund
- This scheme is launched in 2006.
- Since inception it has delivered 22% return.
- Fund manager: Dhrumil Shah since Feb 2018
- Samir Rachh since Jan 2017
- TOP 5 stocks in portfolio
- Navin Fluorine International
- Deepak Nitrite
- Cyient
- Zydus wellness
- VIP industries
Ratio
| Standard Deviation | 19.17 |
| Alpha | 7.98 |
| Beta | 0.91 |
| Sortino Ratio | 1.39 |
2. L&T emerging business fund
- The scheme is launches in 2014
- Since inception this scheme has delivered 29% return.
- Fund manager: Karan Desai since Feb 2017
- Soumendra Nath Lahiri since April 2014
- Top 5 stocks in portfolio
- Lakshmi machine works
- HEG
- The Ramco cements
- Furtue retail
- Ipca Laboratories
Ratio
| Standard Deviation | 18.17 |
| Alpha | 10.06 |
| Beta | 0.85 |
| Sortino Ratio | 1.56 |
3. DSP blackrock small cap fund
- The scheme is launched in 2007.
- Since inception this scheme has delivered 18.84% return.
- Fund manager:
- Top 5 stocks in portfolio
- Finolex cables
- SRF
- Aarti industries
- APL apollo tubes
- Atul
Ratio
| Standard Deviation | 17.16 |
| Alpha | 3.99 |
| Beta | 0.81 |
| Sortino Ratio | 1.19 |
Disclaimer : This information is best on our knowledge and information available on internet, Kindly take your decision after consulting financial adviser and not rely on this.