Preferred funds

Discover our top recommended mutual funds in India, carefully selected for their strong past performance and expert insights. Whether you prefer SIP or lumpsum investments, these funds have the potential to generate significant wealth over the long term.

Fund Performance Table

Fund Performance Overview

SCHEMES	EXPENSE RATIO	CATEGORY	AUM(CR)	2 YEAR	3 YEAR	5 YEAR	7 YEAR	10 YEAR	SINCE INCEPTION	ALPHA	BETA	MEAN	STANDARD DEV	SHARPE RATIO	SORTINO RATIO	LAUNCH DATE	SCHEME BENCHMARK
Baroda BNP Paribas ELSS Tax Saver Fund Reg (G)	2.2	Equity: ELSS	988	26.31	14.93	18.55	13.63	13.58	12.6	0.41	0.94	17.51	12.92	0.91	1.76	05-01-2006	NSE - Nifty 500 TRI
SBI Long Term Equity Fund Reg (G)	1.59	Equity: ELSS	28733	35.68	23.96	25.38	17.01	15.62	15.57	7.65	0.99	25.33	13.49	1.45	2.42	31-03-1993	BSE 500 TRI
HSBC ELSS Tax Saver Fund (G)	1.89	Equity: ELSS	4485	27.64	18.08	19.62	13.28	14.37	14.74	2.26	0.97	19.68	13.5	1.03	1.67	27-02-2006	BSE 200 TRI
Motilal Oswal ELSS Tax Saver Fund Reg(G)	1.83	Equity: ELSS	4195	39.4	24.49	23.32	17.47	0	18.42	7.02	0.98	24.58	13.93	1.35	2.4	21-01-2015	NSE - Nifty 500 TRI
Invesco India Flexi Cap Fund Reg (G)	2.01	Equity: Flexi Cap	2250	31.04	0	0	0	0	24.43	0	0	0	0	0	0	14-02-2022	BSE 500 TRI
Motilal Oswal Flexi Cap Fund Reg (G)	1.74	Equity: Flexi Cap	12564	32.51	19.3	17.77	12.73	15.93	18.62	3.68	0.88	20.06	13.6	1.05	1.77	28-04-2014	NSE - Nifty 500 TRI
Baroda BNP Paribas Large and Mid Cap Fund Reg (G)	2.11	Equity: Large & Mid Cap	1470	27.68	16.99	0	0	0	26.9	2.73	0.99	19.86	13.86	1.02	1.76	04-09-2020	BSE 250 Large Midcap TRI
Quant Large and Mid Cap Fund (G)	1.88	Equity: Large & Mid Cap	3828	28.61	23.2	26.15	17.77	19.57	14.84	7.61	1.03	25.23	15.32	1.27	2.32	12-12-2006	NSE - Nifty Large Midcap 250 TRI
HSBC Large & Mid Cap Fund (G)	1.94	Equity: Large & Mid Cap	3718	29.34	17.58	21.22	13.75	14.2	14.43	4.32	0.92	20.68	13.41	1.12	1.96	28-03-2019	NSE - Nifty Large Midcap 250 TRI
Invesco India Large & Mid Cap Fund (G)	1.81	Equity: Large & Mid Cap	6496	31.22	19.58	20.69	16.48	16.08	13.68	4.8	0.99	21.87	13.55	1.19	1.95	09-08-2007	BSE 250 Large Midcap TRI
Motilal Oswal Large and Midcap Fund Reg (G)	1.8	Equity: Large & Mid Cap	6500	39.26	24.84	25.68	0	0	25.94	8.46	0.94	24.99	13.71	1.41	2.26	17-10-2019	NSE - Nifty Large Midcap 250 TRI
Baroda BNP Paribas Large Cap Fund Reg (G)	2.01	Equity: Large Cap	2440	23.95	15.4	18.31	14.95	13.86	16.64	2.52	0.92	17.99	11.74	1.05	1.94	23-09-2004	NSE - Nifty 100 TRI
Quant Large Cap Fund Reg (G)	1.98	Equity: Large Cap	2416	22.86	0	0	0	0	20.51	0	0	0	0	0	0	08-08-2022	NSE - Nifty 100 TRI
Bandhan Large Cap Fund Reg (G)	2.07	Equity: Large Cap	1745	22.74	13.53	17.8	13.32	12.28	11.55	0.54	0.98	16.67	12.66	0.86	1.83	09-06-2006	BSE 100 TRI
ICICI Pru Bluechip Fund Reg (G)	1.45	Equity: Large Cap	66207	24.34	16.97	20.08	15.19	14.5	15.46	3.99	0.88	19.04	11.29	1.18	2.3	23-05-2008	NSE - Nifty 100 TRI
Invesco India Largecap Fund (G)	2.09	Equity: Large Cap	1291	23.66	13.46	18.57	14.36	13.59	13.29	0.24	1	16.58	12.95	0.84	1.43	21-08-2009	NSE - Nifty 50 TRI
Sundaram Mid Cap Fund Reg (G)	1.74	Equity: Mid Cap	13129	34.54	23.85	24.81	15.06	16.96	24.58	1.97	0.9	24.76	13.73	1.39	2.69	30-07-2002	NSE - Nifty Midcap 100 TRI
HSBC Midcap Fund Reg (G)	1.72	Equity: Mid Cap	12280	36.33	22.48	24.3	15.07	17.85	19.76	0.69	0.85	22.5	13.05	1.29	2.31	09-08-2004	NSE - Nifty Midcap 100 TRI
Invesco India Mid Cap Fund (G)	1.82	Equity: Mid Cap	5904	34.28	22.01	27.25	19.21	18.52	17.11	1.34	0.92	24.37	14.13	1.32	2.21	19-04-2007	BSE 150 MidCap Index
Motilal Oswal Midcap Fund Reg (G)	1.65	Equity: Mid Cap	18604	41.93	33.83	32.02	22.4	21.05	24.52	11.02	0.85	32.76	14.85	1.82	3.34	24-02-2014	NSE - Nifty Midcap 150 TRI
Mahindra Manulife Mid Cap Fund Reg (G)	1.89	Equity: Mid Cap	3442	36.83	23.63	27.9	0	0	19.33	0.93	0.99	25.43	15	1.31	2.16	30-01-2018	BSE Mid Cap TRI
Baroda BNP Paribas Multi Cap Fund (G)	1.99	Equity: Multi Cap	2811	29.23	17.54	23.78	16.02	14.86	17.23	2.5	0.95	19.71	13.34	1.05	1.89	12-09-2003	NSE - Nifty 500 Multicap 50:25:25 TRI
Kotak Multicap Fund (G)	1.65	Equity: Multi Cap	15421	32.46	23.4	0	0	0	21.87	0	0	0	0	0	0	29-09-2021	NSE - Nifty 500 Multicap 50:25:25 TRI
LIC MF Multi Cap Fund Reg (G)	2.07	Equity: Multi Cap	1404	0	0	0	0	0	27.97	0	0	0	0	0	0	31-10-2022	NSE - Nifty 500 Multicap 50:25:25 TRI
HSBC Multi Cap Fund Reg (G)	1.88	Equity: Multi Cap	4239	0	0	0	0	0	40.81	0	0	0	0	0	0	30-01-2023	NSE - Nifty 500 Multicap 50:25:25 TRI
Invesco India Multicap Fund (G)	1.89	Equity: Multi Cap	3962	28.63	17.2	22.72	15.19	15.74	16.68	2.24	0.94	19.35	13.09	1.04	1.72	17-03-2008	BSE 500 TRI
Canara Robeco Multi Cap Fund Reg (G)	1.86	Equity: Multi Cap	3711	0	0	0	0	0	30.61	0	0	0	0	0	0	28-07-2023	NSE - Nifty 500 Multicap 50:25:25 TRI
Quant Small Cap Fund (G)	1.6	Equity: Small Cap	26645	39.24	26.45	45.76	26.29	20.8	12.81	4.42	0.93	27.98	17.16	1.3	1.89	24-11-1996	NSE - Nifty Smallcap 250 TRI
Tata Smallcap Fund Reg (G)	1.69	Equity: Small Cap	9319	35.67	25.76	32.95	0	0	26.88	6.62	0.7	25.7	13.28	1.5	2.32	12-11-2018	NSE - Nifty Smallcap 100 TRI
Invesco India Smallcap Fund Reg (G)	1.82	Equity: Small Cap	5371	36.08	23.77	31.15	0	0	25.74	5.16	0.75	25.29	14.29	1.37	2.17	30-10-2018	BSE 250 SmallCap TRI
Mahindra Manulife Small Cap Fund Reg (G)	1.79	Equity: Small Cap	5478	0	0	0	0	0	44.02	0	0	0	0	0	0	12-12-2022	BSE 250 SmallCap TRI

Preferred funds

Fund Performance Overview

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