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Best Mutual Fund Performers – Different Funds For Different Periods


“Which is the best mutual fund to invest?”…this is the general question asked by any mutual fund investor.

So when we check performance of different funds for different period, we found that different funds are the best performers for different periods of time.

Last 5 Yrs:

Sr.No Fund Type Fund Name Returns Category Avergage Returns
1 ELSS – Tax Saving Taurus Tax shield 8.65% 2.77%
2. Equity – Diversified IDFC Premier Equity 13.18% 4.24
3. Monthly Income Plan Reliance MIP-Gr. 11.46% 6.97
4. Index Funds HDFC Index fund – Sensex 4.93% 2.04

Last 03 Yrs:

Sr.No Fund Type Fund Name Returns Category Avergage Returns
1 ELSS – Tax Saving Reliance Tax Saver 12.82 6.80
2. Equity – Diversified SBI-MSFU-Emerging Business 22.77 7.29
3. Monthly Income Plan HDFC MIP – Gr 8.67% 6.87
4. Index Funds HDFC Index fund – Sensex 7.38% 5.41

Last 01 Yr:

Sr.No Fund Type Fund Name Returns Category Avergage Returns
1 ELSS – Tax Saving Principal Tax Saving 26.81 18.89
2. Equity – Diversified ICICI-Prudential Discovery Gr 31.48 18.66
3. Monthly Income Plan HSBC-MIP Savings Plan 14.34 10.82
4. Index Funds IDFC Nifty  Fund 22.63 19.72

Bottomline:

We can view that for different period chosen,different are the best performers…So its not possible  for any investor to remain consistently in the best funds..So rather running behind the best fund,one should check that whether his fund have beaten the benchmark consistently and its enough criteria..isn’t it?


Category: Mutual Funds

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2 Responses

  1. sadashiv says:

    I heard CAGR but I have never heared ctagerywise.

    could you simplify catgerywise return?

    • admin says:

      These are Category Average returns..these are CAGR only but average returns offered by funds of that particular category..these are used for purpose of performance comparison only.

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