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What is Mutual Funds?

Mutual Fund is a program or scheme where a cluster of investors pools their investment (money) together to a Fund Manager or Asset Management Company (AMC). The fund manager invests the money in securities like equity market & debt market. The return generated from the invested money is pushed back to the investors according to their investment. AMC's charge a service amount from investors to manage their portfolio.

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Past 5 Years Performance Mutual Fund Benifits Of Mutual Fund A. Liquidity• You can easily move your money in and out of mutual fund investment.B. Diversification• Mutual Funds Have Broad Market Exposure.C. Accessibility• Mutual Funds Are Easy to Buy.D. Affordability• Mutual Funds Have Low Minimums.E. Professional management• Mutual Funds Have a Team of Professionals Researching and Analyzing Investments.F. Variety of offerings • Mutual Funds Come In Many Different Categories and Types.I. Flexibility• Mutual Funds Have Several Uses and Applications.J. Simplicity• Mutual Funds Are Easy to Understand.

Benifits Of Mutual Fund

EQUITY FUND

An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds. Stock mutual funds are principally categorized according to company size, the investment style of the holdings in the portfolio and geography.

Direct Mutual Fund

A Direct Mutual fund plan is what you buy directly from the mutual fund house.

Regular Mutual Fund

A regular plan is what you buy from an advisor/broker/distributor. In case of a regular plan, the mutual fund company pays commission to the intermediary.

Top Performing Equity Mutual Fund In India

Multi Cap Fund
Direct Plan Regular Plan
Scheme Name 5 Year Scheme Name 5 Year
Kotak Standard Multicap Fund 13.29% Kotak Standard Multicap Fund 12.10%
SBI Magnum MultiCap Fund 12.92% SBI Magnum MultiCap Fund 11.84%
JM Multicap Fund 11.72% DSP Equity Fund 9.13%
DSP Equity Fund 9.90% UTI Equity Fund 8.21%
Canara Robeco Equity Diversified 8.71% Canara Robeco Equity Diversified 8.00%
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Large Cap Fund
Direct Plan Regular Plan
Scheme Name 5 Year Scheme Name 5 Year
Mirae Asset Large Cap Fund 12.59% Mirae Asset Large Cap Fund 11.65%
Axis Bluechip Fund 12.09% Axis Bluechip Fund 10.74%
Indiabulls Bluechip Fund 10.23% Edelweiss Large Cap Fund 8.89%
Reliance Large Cap Fund 9.85% Reliance Large Cap Fund 8.79%
Edelweiss Large Cap Fund 9.77% Canara Robeco Bluechip Equity Fund 8.46%
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Mid cap Fund
Direct Plan Regular Plan
Scheme Name 5 Year Scheme Name 5 Year
Kotak Emerging Equity 13.64% Kotak Emerging Equity 12.16%
DSP Midcap Fund 12.60% DSP Midcap Fund 11.70%
Axis Midcap Fund 12.32% Axis Midcap Fund 10.99%
Invesco India Mid Cap Fund 11.67% Tata Mid Cap Fund 10.35%
Tata Mid Cap Fund 11.31% Invesco India Mid Cap Fund 9.70%
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Small Cap Fund
Direct Plan Regular Plan
Scheme Name 5 Year Scheme Name 5 Year
Axis Small Cap Fund 13.59% Axis Small Cap Fund 12.34%
HDFC Small Cap Fund 12.24% HDFC Small Cap Fund 10.82%
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Tax Saver Fund
Direct Plan Regular Plan
Scheme Name 5 Year Scheme Name 5 Year
Axis Long Term Equity Fund 13.01% Axis Long Term Equity Fund 11.76%
Kotak Tax Saver Scheme 11.75% Kotak Tax Saver Scheme 10.34%
Aditya Birla Sun Life Tax Plan 10.99% Aditya Birla Sun Life Tax Plan 9.85%
LIC MF Tax Plan 1997 9.73% LIC MF Tax Plan 1997 8.70%
Canara Robeco Equity Tax Saver 8.92% Canara Robeco Equity Tax Saver 8.16%
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DEBT FUND

Debt funds are mutual funds that invest in fixed income securities like bonds and treasury bills. Gilt fund, monthly income plans (MIPs), short term plans (STPs), liquid funds, and fixed maturity plans (FMPs) are some of the investment options in debt funds.

Top Performing Debt Mutual Fund In India

Low Duration Fund
Scheme Name 5 Year Scheme Name 5 Year
Aditya Birla Sun Life Low Duration Fund 8.70% ICICI Prudential Savings Fund 8.29%
Axis Treasury Advantage Fund 8.44% IDFC Low Duration Fund 8.15%
IDFC Low Duration Fund 8.34% SBI Magnum Low Duration Fund 8.01%
Invesco India Treasury Advantage Fund 8.31% Axis Treasury Advantage Fund 7.95%
BNP Paribas Low Duration Fund 8.16% Invesco India Treasury Advantage Fund 7.94%
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Short Duration Fund
Scheme Name 5 Year Scheme Name 5 Year
Kotak Bond Short Term Plan 8.94% HDFC Short Term Debt Fund 8.40%
SBI Short Term Debt Fund 8.73% SBI Short Term Debt Fund 8.16%
DSP Short Term Fund 8.71% IDFC Bond Fund 8.06%
IDFC Bond Fund 8.65% L&T Short Term Bond Fund 7.99%
L&T Short Term Bond Fund 8.53% DSP Short Term Fund 7.89%
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Medium Duration Fund
Scheme Name 5 Year Scheme Name 5 Year
SBI Magnum Medium Duration Fund 10.27% SBI Magnum Medium Duration Fund 9.37%
IDFC Bond Fund 8.96% IDFC Bond Fund 8.26%
HDFC Medium Term Debt Fund 8.85% HDFC Medium Term Debt Fund 8.17%
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Bank And PSU Fund
Scheme Name 5 Year Scheme Name 5 Year
DSP Banking & PSU Debt Fund 8.85% Edelweiss Banking and PSU Debt Fund 8.52%
Edelweiss Banking and PSU Debt Fund 8.82% DSP Banking & PSU Debt Fund 8.50%
Kotak Banking and PSU Debt Fund 8.79% Kotak Banking and PSU Debt Fund 8.45%
LIC MF Banking & PSU Debt 8.22% Sundaram Banking & PSU Debt Fund 7.81%
Sundaram Banking & PSU Debt Fund 7.88% LIC MF Banking & PSU Debt 7.57%
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Liquid Fund
Scheme Name 5 Year Scheme Name 5 Year
Baroda Liquid Fund - Plan B 7.71% Baroda Liquid Fund - Plan A 7.60%
Invesco India Liquid Fund 7.63% Invesco India Liquid Fund 7.56%
BOI AXA Liquid Fund 7.63% ICICI Prudential Liquid Fund 7.55%
ICICI Prudential Liquid Fund 7.62% Kotak Liquid Fund 7.52%
HDFC Liquid Fund 7.57% BOI AXA Liquid Fund 7.52%
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HYBRID FUND

A hybrid fund is an investment fund that is characterized by diversification among two or more asset classes. These funds typically invest in a mix of stocks and bonds. They may also be known as asset allocation funds.

Top Performing Hybrid Mutual Fund In India

Aggressive Hybrid Fund
Scheme Name 5 Year Scheme Name 5 Year
SBI Equity Hybrid Fund 11.43% SBI Equity Hybrid Fund 10.32%
Canara Robeco Equity Hybrid Fund 10.88% Canara Robeco Equity Hybrid Fund 9.73%
ICICI Prudential Equity & Debt Fund 10.74% Sundaram Equity Hybrid Fund 7.80%
Sundaram Equity Hybrid Fund 8.76% - -
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Conservative Hybrid Fund
Scheme Name 5 Year Scheme Name 5 Year
BNP Paribas Conservative Hybrid Fund 9.75% ICICI Prudential Regular Savings Fund 9.60%
IDFC Regular Savings Fund 8.82% IDFC Regular Savings Fund 7.83%
Canara Robeco Conservative Hybrid Fund 8.18% HSBC Regular Savings Plan 7.06%
HSBC Regular Savings Plan 7.69% Canara Robeco Conservative Hybrid Fund 7.02%
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Arbitrage Hybrid Fund
Scheme Name 5 Year Scheme Name 5 Year
Reliance Arbitrage Fund 7.43% Kotak Equity Arbitrage Fund 6.67%
IDFC Arbitrage Fund 7.18% UTI Arbitrage Fund 6.57%
UTI Arbitrage Fund 7.09% IDFC Arbitrage Fund 6.52%
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Dynamic Asset Allocation Hybrid Fund
Scheme Name 5 Year Scheme Name 5 Year
Invesco India Dynamic Equity Fund 9.79% HDFC Balanced Advantage Fund 8.61%
HDFC Balanced Advantage Fund 9.36% Invesco India Dynamic Equity Fund 8.10%
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What is Mutual Fund?

Mutual funds are one of the best options for investing money. In this video, I have Explained about mutual funds. This video is a beginner guide for mutual funds investments.

Risk Profiling Form


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