Top Consistent Mutual Fund Performers

Top Consistent Mutual Fund Performers

Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 7,650.41 1.93 5.18 10.50 13.59 12.89
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 886.70 2.28 0.06 10.83 10.37 12.85
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 28-04-2014 13,450.26 1.86 -3.97 10.63 16.01 -
Kotak Standard Multicap Fund - Growth 11-09-2009 25,844.74 1.75 4.60 11.65 13.91 -
JM Multicap Fund - Growth option 23-09-2008 2,004.59 2.67 -0.22 11.83 11.01 9.60
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 11,222.83 1.93 2.90 10.34 10.95 13.53
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 1,974.44 2.10 0.97 12.04 11.00 -
ICICI Prudential Multicap Fund - Growth 01-10-1994 4,002.38 2.20 5.38 9.60 10.99 13.46
DSP Equity Fund - Regular Plan - Growth 29-04-1997 2,647.67 2.14 3.42 10.29 9.95 13.13
Invesco India Multicap Fund - Growth Option 17-03-2008 850.42 2.55 -5.76 6.60 10.38 18.53

Most consistent funds have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc). Also note that, schemes whose AUMs have not yet reached Rs 500 crores have been excluded from ranking.