Top 5 Equity and Debt Mutual Funds in the Present Market
Top 5 Equity and Debt Mutual Funds
Equity mutual funds are very popular to the present days’ investors for the flexibility of the schemes, funds’ liquidity, high return possibilities and so many other reasons. On the other hand, debt mutual funds are trusted by the investors for the security and consistency in return. Determining the top 5 equity and debt mutual funds in the present market condition depends on several factors. Only a short term return does not evaluate the quality of a mutual fund to be on the top. Otherwise, the top 5 equity funds can not be compared with the top 5 debt funds because the return and risk factors of both the funds are completely different. You need to determine what are the top 5 funds according to your investment goal, and risk appetite. If you want to diversify your investment portfolio, you may have a glance at all the funds that top the lists.
We have prepared separate lists of the top 5 equity funds and debt funds according to their category so that you can easily find the best one for you. For choosing the top five funds in the lists, we have considered few factors like CRISIL ranks (only 4 & 5 rated funds are chosen), AuM, consistency of their return in the last five years, etc. Investors are always encouraged to invest in different types of funds according to their investment goals, risk appetite for maintaining a diversified investment portfolio.
Top 5 Equity Mutual Funds
| Sl. No | Equity funds | CRISIL Rank | AuM
(Cr) |
1 year return | 3 years’ return | 5 years’ return |
| 1 | Mirae Asset Emerging Bluechip Fund – Direct-(Large & Mid Cap Fund) | 5 | 20,615.27 | 68.02% | 25.41% | 22.77% |
| 2 | Quant Active Fund – Direct Plan – Growth (Multi Cap Fund) | 5 | 1050.80 | 82.64% | 30.82% | 24.78% |
| 3 | Canara Robeco Bluechip Equity Fund – Direct Plan – Growth (Large Cap Fund) | 5 | 4,271.67 | 54.08% | 61.68% | 18.90% |
| 4 | Quant Tax Plan – Direct Plan – Growth (ELSS) | 5 | 368.44 | 89.62% | 32.54% | 25.13% |
| 5 | SBI Focused Equity Fund – Regular Plan – (Focused Fund) | 4 | 19,429.10 | 63.27% | 21.42% | 18.97% |
Top 5 Debt Mutual Funds
| Sl. No | Debt funds | CRISIL Rank | AuM | 1 year return | 3 years’ return | 5 years’ return |
| 1 | Aditya Birla Sun Life Banking & PSU Debt Fund – Regular Plan – Growth (Banking and PSU Fund) | 4 | 18,124.91 | 5.91% | 8.98% | 7.76% |
| 2 | Sundaram Banking & PSU Debt Fund – INSTITUTIONAL – Growth (Banking and PSU Fund) | 4 | 998.30 | 3.79% | 7.79% | 6.85% |
| 3 | Nippon India Corporate Bond Fund – Direct Plan – Growth (Corporate Bond Fund) | 5 | 3,861.90 | 7.19% | 8.30% | 7.85% |
| 4 | DSP Strategic Bond Fund – Direct Plan – Growth (Dynamic Bond Fund) | 5 | 709.09 | 5.57% | 10.51% | 7.67% |
| 5 | Edelweiss Government Securities Fund – Regular Plan – (Gilt Fund) | 5 | 99.03 | 8.50% | 11.89% | 8.93% |
Disclaimer: These lists of top five mutual funds are based on research in several factors like the CRISIL score, Asset Under Management (AuM), 1-5 years’ consistent returns and growths etc. For the convenience of the new investors, the lists of the top five have been prepared in several segments. This will help inexperienced investors to find out reliable mutual funds according to their own investment goals and risk appetite. However, this representation is on the basis of subjective findings, the lists of top five mutual funds in several segments might differ in several contexts. During the ti e of COVID 19, Market appears to be volatile in some cases, but the investors need to keep their patience for the desired outcome. You may consult an AMFI registered mutual fund distributor for experts’ advice and guidance.
*Information as of 17 September 2021
*Source of data: moneycontrol.com
