There was a time when the best mutual fund companies in India played a huge role in India’s economic growth. Over the past five years, there’s been a lot of investment.
AMCs with a good brand name are often viewed as good investments. This isn’t true.
The performance of funds is affected by a bunch of factors like their fund managers, the size of the fund house, NAV, 10-year performance, starred funds, etc. All these factors were taken into account when we shortlisted the top 10 mutual fund companies in India & the best mutual fund schemes they offer.
Best Mutual Fund Companies In India
Best Mutual Fund Companies In India
Top 10 Mutual Fund Companies
- Mutual Fund SBI.
- SBI’s ICICI Prudential Fund.
- HDFC Mutual Funds.
- DSP BlackRock Mutual Funds.
- Kotak Mutual Funds.
1- SBI Mutual Fund
SBI Mutual Fund is one of the most well-known companies in India. For more than three decades, the company has been in the Indian mutual fund business. It was founded in 1987. There are more than 54 lakh users of SBI Mutual Fund. The company offers a range of schemes to suit people’s needs. If you’re looking to invest in SBI Mutual Fund schemes, here are a few that you can pick based on your investment needs & objectives.
| Fund | NAV | Net Assets (Cr) | Min SIP Investment | 3 MO (%) | 6 MO (%) | 1 YR (%) | 3 YR (%) | 5 YR (%) | 2020 (%) | Sharpe Ratio | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Small Cap Fund Growth | ₹105.814 ↑ 0.22 | ₹9,714 | 500 | 10.6 | 33.5 | 82 | 29.6 | 22.5 | 33.6 | 3.3 | |
| SBI Magnum Children’s Benefit Plan-Growth | ₹74.9584 ↑ 0.16 | ₹82 | 500 | 5.8 | 13.9 | 26.8 | 11.4 | 11.2 | 14.8 | 2.62 | |
| SBI Debt Hybrid Fund Growth | ₹52.98 ↑ 0.14 | ₹3,890 | 500 | 5.2 | 10.9 | 21.6 | 12.8 | 8.5 | 13.5 | 3.83 | |
| SBI Magnum COMMA Fund Growth | ₹76.3627 ↑ 0.46 | ₹452 | 500 | 14.3 | 36.3 | 87.1 | 30.8 | 19.4 | 23.9 | 2.73 | |
| SBI Consumption Opportunities Fund Growth | ₹180.314 ↑ 1.60 | ₹774 | 500 | 12.7 | 29.9 | 74.9 | 18 | 16.4 | 13.9 | 2.42 | |
| Note Returns up to 1 year are on an absolute basis & more than 1 year are on a CAGR basis. as on 14 Oct 21 | |||||||||||
| Note: Ratio’s shown as of 31 Aug 21 | |||||||||||
2- ICICI Prudential Mutual Fund
A leading asset management company in India, ICICI Mutual Fund was launched in 1993. The fund house offers a range of solutions for both corporate and retail investors. The ICICI Mutual Fund Company has maintained a strong customer base by providing satisfying product solutions and innovative schemes. The AMC offers various Mutual Fund schemes, including equity, debt, hybrid, ELSS, liquid, etc. The following are a few top-performing ICICI MF schemes that you may want to invest in.
3- HDFC Mutual Fund
HDFC Mutual Fund is one of the biggest AMCs in India. Founded in 2000, the fund house has been growing steadily since then. HDFC MF has made itself a top performer in India over the years, winning the trust of a bunch of investors. Here are some great HDFC Mutual Fund schemes for investors.
| Fund | NAV | Net Assets (Cr) | Min SIP Investment | 3 MO (%) | 6 MO (%) | 1 YR (%) | 3 YR (%) | 5 YR (%) | 2020 (%) | Sharpe Ratio | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Corporate Bond Fund Growth | ₹25.7445 ↓ 0.00 | ₹27,568 | 500 | 1.6 | 2.9 | 5 | 9.3 | 7.9 | 11.8 | 1.28 | |
| HDFC Banking and PSU Debt Fund Growth | ₹18.3767 ↓ -0.01 | ₹9,735 | 500 | 1.3 | 2.6 | 4.7 | 8.9 | 7.4 | 10.6 | 1.23 | |
| HDFC Small Cap Fund Growth | ₹77.572 ↑ 0.56 | ₹12,913 | 500 | 13.3 | 45.1 | 102.5 | 23.9 | 20 | 20.2 | 3.32 | |
| HDFC Balanced Advantage Fund Growth | ₹289.062 ↑ 2.34 | ₹41,972 | 500 | 10.6 | 24.7 | 63.5 | 17.2 | 13 | 7.6 | 1.84 | |
| HDFC Equity Savings Fund Growth | ₹48.567 ↑ 0.26 | ₹2,443 | 500 | 5.5 | 14.2 | 30.9 | 11.7 | 9.9 | 8.8 | 2.44 | |
| Note: Returns up to 1 year are on an absolute basis & more than 1 year are on a CAGR basis. as on 14 Oct 21 | |||||||||||
| Note: Ratio’s shown as of 31 Aug 21 | |||||||||||
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4- DSP BlackRock Mutual Fund
BlackRock DSP Mutual Fund
The largest listed AMC in the world is DSPBR. Various Mutual Fund schemes are offered to suit the diverse investment needs of investors. The fund has an excellent track record in terms of investment performance. You can consider investing in the following DSPBR Mutual Fund schemes that have been performing well.
5- Aditya Birla Sun Life Mutual Fund
Birla Sun Life Mutual Fund provides solutions to help investors achieve financial success. In addition to tax savings, wealth creation, and personal savings, the fund house specializes in various investment objectives. Mutual fund schemes like equity, debt, hybrid, ELSS, liquid funds, etc. are available from them. They are known for their reliable performance. The schemes of BSL Mutual Fund can be added to investors’ portfolios for optimal returns.
6- Kotak Mutual Fund
Kotak Mutual Fund was launched in 1998 and has grown into one of the leading asset management companies in India. To cater to the diverse requirements of investors, the company offers a variety of Mutual Fund schemes. Equity, debt, hybrid, liquid, ELSS, and so forth are some of the categories of mutual funds. These Kotak Mutual Fund schemes are among the best performers. Investors can plan their investments based on these top-performing schemes.
7- L&T Mutual Fund
L&T Mutual Fund follows a disciplined approach to investing and managing risks. The company strives to deliver superior long-term risk-adjusted performance. Since its launch in the year 1997, the AMC has gained immense trust from investors. You can pick schemes like equity, debt, hybrid funds, etc. Best performers include:
| Fund | NAV | Net Assets (Cr) | Min SIP Investment | 3 MO (%) | 6 MO (%) | 1 YR (%) | 3 YR (%) | 5 YR (%) | 2020 (%) | Sharpe Ratio | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| L&T Emerging Businesses Fund Growth | ₹45.682 ↑ 0.20 | ₹7,248 | 500 | 16.1 | 48.7 | 109.4 | 24 | 19.6 | 15.5 | 4.05 | |
| L&T India Value Fund Growth | ₹60.573 ↑ 0.55 | ₹7,757 | 500 | 16.2 | 32.9 | 68.3 | 22.1 | 15.7 | 14.6 | 3.62 | |
| L&T Business Cycles Fund Growth | ₹23.952 ↑ 0.19 | ₹567 | 500 | 14.2 | 27.7 | 66.6 | 20.1 | 12.1 | 9.3 | 2.55 | |
| L&T Midcap Fund Growth | ₹221.19 ↑ 1.44 | ₹6,948 | 500 | 12.5 | 27 | 62.9 | 20.6 | 16 | 19 | 3.35 | |
| L&T Tax Advantage Fund Growth | ₹83.191 ↑ 0.61 | ₹3,652 | 500 | 11.3 | 24 | 52.8 | 17.2 | 14.2 | 13.5 | 3.23 | |
| Note Returns up to 1 year are on an absolute basis & more than 1 year are on a CAGR basis. as on 14 Oct 21 | |||||||||||
| Note: Ratio’s shown as of 10 October 21 | |||||||||||
8- Tata Mutual Fund
Over the last two decades, Tata Mutual Funds has operated in India. A reputed fund house in India is Tata Mutual Fund. Millions of customers trust the fund house for its top-notch service and consistent performance. Mutual Fund offers various Tata Mutual Fund offers a variety of categories like equity, debt, hybrid, liquid & ELSS, so investors can pick one that fits theirs.
9- Reliance Mutual Fund
Since Reliance Mutual Fund launched in 1995, it’s been one of the fastest-growing mutual funds in the country. Their track record is impressive. Investors can choose from a variety of schemes at Reliance Mutual Fund to meet their needs. Funds can be chosen based on investment objectives and risk appetite.
There’s no money.
10- Principal Mutual Fund
Retail investors and institutional investors alike can choose from a diverse range of innovative financial solutions provided by Principal Mutual Fund. We always strive to bring innovative schemes to meet the diverse needs of our customers. To make investment decisions, Principal Mutual Fund has a strict risk management policy and uses appropriate research techniques.
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