Invest Yadnya, a financial education & research company has done research on the top 10 performers in each mutual fund category.
The research company has taken into account performance data between December 31, 2010 and December 31, 2020.
Let us look at the list of top 10 performers - category wise
Top 10 performers in large and mid cap
|
Large Cap |
|
Mid Cap |
|
|
Scheme name |
10 year CAGR |
Scheme name |
10 year CAGR |
|
Mirae Asset Large Cap Fund |
13.50% |
Invesco India Midcap Fund |
15.40% |
|
Axis Bluechip Fund |
12.50% |
Edelweiss Mid Cap Fund |
15.10% |
|
Canara Rob Bluechip Equity Fund |
12.10% |
HDFC Mid-Cap Opportunities Fund |
14.90% |
|
BNP Paribas Large Cap Fund |
11.90% |
UTI Mid Cap Fund |
14.80% |
|
SBI BlueChip Fund |
11.8 |
BNP Paribas Mid Cap Fund |
14.80% |
|
Edelweiss Large Cap Fund |
11.30% |
Kotak Emerging Equity Fund |
14.50% |
|
ICICI Pru Bluechip Fund |
11.30% |
Franklin India Prima Fund |
14.40% |
|
Aditya Birla SL Frontline Equity Fund |
10.90% |
Tata Mid Cap Growth Fund |
14.30% |
|
Nippon India Large Cap Fund |
10.40% |
DSP Midcap Fund |
14.00% |
|
Kotak Bluechip Fund |
10.40% |
SBI Magnum Midcap Fund |
14.00% |
Top 10 performers in small and large & mid cap
|
Small cap |
|
Large & mid cap |
|
|
Scheme name |
10 year CAGR |
Scheme name |
10 year CAGR |
|
SBI Small Cap Fund |
18.90% |
Mirae Asset Emerging Bluechip |
20.20% |
|
Nippon India Small Cap Fund |
17.20% |
Canara Rob Emerg Equities Fund |
17.60% |
|
DSP Small Cap Fund |
15.30% |
Principal Emerging Bluechip Fund |
14.70% |
|
Franklin India Smaller Cos Fund |
14.60% |
Quant Large & Mid Cap Fund |
12.30% |
|
Kotak Small Cap Fund |
13.60% |
Kotak Equity Opp Fund |
11.50% |
|
HDFC Small Cap Fund |
11.00% |
Invesco India Growth Opp Fund |
11.50% |
|
Aditya Birla SL Small Cap Fund |
10.90% |
SBI Large & Midcap Fund |
11.50% |
|
ICICI Pru Smallcap Fund |
10.80% |
Tata Large & Mid Cap Fund |
11.40% |
|
Sundaram Small Cap Fund |
10.50% |
Aditya Birla SL Equity Advantage Fund |
11.20% |
|
HSBC Small Cap Equity Fund |
8.70% |
DSP Equity Opportunities Fund |
11.10% |
Top 10 performers in multi cap and value funds
|
Multi cap |
|
Value |
|
|
Scheme name |
10 year CAGR |
Scheme name |
10 year CAGR |
|
UTI Equity Fund |
13.00% |
L&T India Value Fund |
13.20% |
|
Quant Active Fund |
12.80% |
ICICI Pru Value Discovery Fund |
13.00% |
|
Kotak Standard Multicap Fund |
12.60% |
Tata Equity P/E Fund |
11.80% |
|
Aditya Birla SL Equity Fund |
11.90% |
Aditya Birla SL Pure Value Fund |
11.50% |
|
IDFC Multi Cap Fund |
11.80% |
IDFC Sterling Value Fund |
11.00% |
|
Canara Rob Equity Diver Fund |
11.70% |
HDFC Capital Builder Value Fund |
10.50% |
|
SBI Magnum Multicap Fund |
11.50% |
UTI Value Opp Fund |
10.30% |
|
Franklin India Equity Fund |
11.50% |
Nippon India Value Fund |
10.20% |
|
BNP Paribas Multi Cap Fund |
11.50% |
Quantum Long Term Equity Value Fund |
9.50% |
|
Principal Multi Cap Growth Fund |
11.20% |
JM Value Fund |
8.60% |
Top 10 performers in ELSS and aggressive funds
|
ELSS |
|
Aggressive hybrid |
|
|
Scheme name |
10 year CAGR |
Scheme name |
10 year CAGR |
|
Axis Long Term Equity Fund |
16.40% |
Canara Rob Equity Hybrid Fund |
12.40% |
|
Invesco India Tax Plan |
13.10% |
ICICI Pru Equity & Debt Fund |
12.40% |
|
BNP Paribas Long Term Equity Fund |
12.60% |
SBI Equity Hybrid Fund |
11.80% |
|
DSP Tax Saver Fund |
12.40% |
Quant Absolute Fund |
11.40% |
|
Canara Rob Equity Tax Saver Fund |
12.30% |
Tata Hybrid Equity Fund |
11.00% |
|
BOI AXA Tax Advantage-Eco |
12.20% |
Franklin India Equity Hybrid Fund |
10.90% |
|
Aditya Birla SL Tax Plan |
12.00% |
DSP Equity & Bond Fund |
10.80% |
|
IDFC Tax Advt(ELSS) Fund |
11.90% |
Principal Hybrid Equity Fund |
10.60% |
|
Aditya Birla SL Tax Relief '96 |
11.60% |
Aditya Birla SL Equity Hybrid '95 Fund |
10.30% |
|
Principal Tax Savings Fund |
11.50% |
JM Equity Hybrid Fund |
8.50% |
Next is the list of top 5 funds that remained consistent in their performance in the last 10 years.
|
Top 5 consistent performers |
|
|
|
|
ELSS |
Large cap |
Mid cap |
Small cap |
|
Axis Long Term Equity Fund |
Mirae Asset Large Cap Fund |
Edelweiss Mid Cap Fund |
SBI Small Cap Fund |
|
Invesco India Tax Plan |
Axis Bluechip Fund |
BNP Paribas Mid Cap Fund |
Nippon India Small Cap Fund |
|
Aditya Birla SL Tax Relief '9 |
BNP Paribas Large Cap Fund |
Invesco India Midcap Fund |
Franklin India Smaller Cos Fund |
|
BNP Paribas Long Term Equity Fund |
Edelweiss Large Cap Fund |
Kotak Emerging Equity Fund |
DSP Small Cap Fund |
|
DSP Tax Saver Fund |
Canara Rob Bluechip Equity Fund |
Tata Mid Cap Growth Fund |
Kotak Small Cap Fund |
|
Large & midcap |
Multicap |
Value |
Aggressive hybrid |
|
Mirae Asset Emerging Bluechip |
Kotak Standard Multicap Fund |
ICICI Pru Value Discovery Fund |
SBI Equity Hybrid Fund |
|
Canara Rob Emerg Equities Fund |
Aditya Birla SL Equity Fund |
L&T India Value Fund |
Canara Rob Equity Hybrid Fund |
|
Principal Emerging Bluechip Fund |
SBI Magnum Multicap Fund |
Nippon India Value Fund |
ICICI Pru Equity & Debt Fund |
|
Tata Large & Mid Cap Fund |
UTI Equity Fund |
Aditya Birla SL Pure Value Fund |
Principal Hybrid Equity Fund |
|
Invesco India Growth Opp Fund |
IDFC Multi Cap Fund |
HDFC Capital Builder Value Fund |
DSP Equity & Bond Fund |
Here is the list of fund managers managing highest AUM:
|
Fund Manager |
Funds Managed |
Dec 2020 AUM (in crores) |
Dec 2010 AUM(in crores) |
% growth in AUM |
|
Prashant Jain |
HDFC Equity Fund |
40,056 |
18,613 |
8% |
|
|
HDFC Top 100 Fund |
|||
|
Sohini Andani |
SBI Bluechip Fund |
30,179 |
1,252 |
37% |
|
|
SBI Magnum Midcap Fund |
|||
|
Chirag Setalvad |
HDFC Midcap Opp Fund |
26,002 |
2,245 |
28% |
|
|
HDFC Long Term Adv Fund |
|||
|
Mahesh Patil |
Aditya Birla SL Frontline Equity Fund |
24,219 |
3,076 |
23% |
|
|
Aditya Birla SL Focused Equity Fund |
|||
|
Sailesh Raj Bhan |
Nippon India Large cap Fund |
23,324 |
4,630 |
18% |
|
|
Nippon India Multicap Fund |
|||
|
|
Nippon India Pharma Fund |
|||
|
Ajay Garg |
Aditya Birla SL Tax Relief 96 Fund |
17,333 |
1,915 |
25% |
|
|
Aditya Birla SL MNC Fund |
|||
|
|
Aditya Birla SL Index Fund |
|||
|
Anand Radhakrishnan |
Franklin India Equity Fund |
16,071 |
5,718 |
11% |
|
|
Franklin India Bluechip Fund |
|||
|
|
Franklin Build India Fund |
|||
|
|
Franklin India Technology Fund |
|||
|
Neelesh Surana |
Mirae Asset Emerging Bluechip Fund |
14,302 |
27 |
87% |
|
R. Janakiraman |
Franklin India Prima Fund |
13,282 |
1,595 |
24% |
|
|
Franklin India Smaller Cos Fund |
|||
|
R. Srinivasan |
SBI Focused Equity Fund |
12,761 |
294 |
46% |
