Historical Returns - Mutual fund screener| Mutual Fund Screening and Analysis Tool - Moneycontrol.com (2024)

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Data in this table: Get Annualised historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

NAV & Returns data as onNAV as on: 24-May-24.

Scheme Name Crisil Rank AuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Invesco India PSU Equity Fund - Direct Plan - Growth - 956.83 7.21% 14.99% 19.51% 64.74% 40.01% 109.53% 65.30% 42.58% 31.76% 20.07%
Invesco India Infrastructure Fund - Direct Plan - Growth 5 1,063.01 4.36% 12.49% 20.37% 49.76% 32.44% 88.27% 50.74% 38.06% 31.73% 21.87%
Invesco India Infrastructure Fund - Growth 5 1,063.01 4.33% 12.35% 19.93% 48.70% 31.67% 85.63% 48.60% 36.14% 29.93% 19.97%
Canara Robeco Infrastructure - Direct Plan - Growth 4 597.25 3.63% 14.91% 25.41% 51.15% 33.15% 79.31% 49.77% 37.97% 28.74% 19.16%
Canara Robeco Infrastructure - Regular Plan - Growth 4 597.25 3.61% 14.79% 25.02% 50.19% 32.47% 77.03% 47.96% 36.33% 27.38% 18.03%
LIC MF Infrastructure Fund - Direct Plan - Growth 4 267.88 3.09% 13.57% 22.93% 46.96% 33.46% 86.25% 48.14% 38.10% 26.72% 17.15%
LIC MF Infrastructure Fund - Growth 4 267.88 3.07% 13.47% 22.58% 46.15% 32.86% 84.27% 46.55% 36.53% 25.40% 15.86%
Bank of India Flexi Cap Fund - Direct Plan - Growth 5 879.32 3.01% 6.13% 13.25% 35.86% 23.76% 70.40% 41.02% 29.42% - -
Bank of India Flexi Cap Fund - Regular Plan - Growth 5 879.32 2.99% 6.02% 12.81% 34.86% 23.03% 68.05% 38.89% 27.48% - -
ITI Mid Cap Fund - Direct Plan - Growth 5 820.00 2.98% 8.91% 13.97% 39.45% 26.40% 76.84% 45.70% 27.86% - -
Quant ELSS Tax Saver Fund - Direct Plan - Growth 5 9,360.89 2.96% 4.39% 9.00% 35.15% 20.36% 65.60% 36.74% 29.71% 34.62% 26.02%
Quant ELSS Tax Saver Fund - Growth 4 9,360.89 2.94% 4.30% 8.73% 34.49% 19.90% 63.85% 35.00% 27.76% 32.42% 24.76%
ITI Mid Cap Fund - Regular Plan - Growth 5 820.00 2.94% 8.75% 13.46% 38.22% 25.51% 73.64% 42.87% 25.21% - -
Quant Focused Fund - Direct Plan - Growth 4 924.73 2.84% 2.06% 4.47% 30.55% 17.27% 58.46% 32.90% 23.25% 24.52% 20.52%
Quant Focused Fund - Growth 4 924.73 2.81% 1.93% 4.08% 29.56% 16.56% 55.94% 30.63% 21.02% 22.33% 19.31%
Groww Large Cap Fund - Direct Plan - Growth 4 120.26 2.72% 4.72% 7.32% 25.68% 12.62% 38.68% 26.11% 18.70% 15.11% 14.34%
Groww Large Cap Fund - Regular Plan - Growth 4 120.26 2.71% 4.57% 6.94% 24.81% 11.99% 36.91% 24.51% 17.17% 13.55% 12.63%
Quant Large and Mid Cap Fund - Direct Plan - Growth 5 2,535.89 2.68% 5.82% 11.25% 39.85% 24.91% 73.64% 41.00% 31.06% 28.81% 22.76%
Quant Large and Mid Cap Fund - Growth 5 2,535.89 2.65% 5.70% 10.89% 38.96% 24.27% 71.22% 38.78% 28.91% 27.31% 21.92%
Invesco India Contra Fund - Direct Plan - Growth 2 14,713.07 2.60% 5.96% 9.59% 27.78% 16.25% 49.28% 31.94% 22.48% 21.20% 19.49%
ITI Large Cap Fund - Direct Plan - Growth 4 296.94 2.55% 3.29% 7.48% 26.86% 14.75% 43.77% 28.96% 18.72% - -
DSP Natural Resources and New Energy Fund - Direct Plan - Growth 5 1,093.75 2.53% 6.66% 15.14% 39.88% 24.52% 63.65% 35.43% 24.75% 24.61% 19.81%
DSP Natural Resources and New Energy Fund - Regular Plan - Growth 5 1,093.75 2.52% 6.57% 14.83% 39.13% 23.97% 61.88% 33.94% 23.35% 23.28% 18.77%
HDFC ELSS Tax saver - Direct Plan - Growth 4 14,474.85 2.49% 5.23% 7.57% 26.64% 14.79% 49.82% 34.06% 27.57% 19.31% 14.62%
HDFC ELSS Tax saver - Growth 5 14,474.85 2.47% 5.18% 7.41% 26.26% 14.51% 48.92% 33.25% 26.79% 18.60% 13.93%
Edelweiss Flexi Cap Fund - Direct Plan - Growth 4 1,784.41 2.42% 5.59% 9.19% 27.95% 15.27% 46.01% 31.43% 22.64% 20.33% -
Edelweiss Flexi Cap Fund - Regular Plan - Growth 4 1,784.41 2.39% 5.46% 8.77% 26.95% 14.54% 43.70% 29.29% 20.60% 18.29% -
HDFC Top 100 Fund - Direct Plan - Growth 4 33,170.08 2.38% 3.40% 5.22% 20.79% 9.30% 38.36% 28.51% 21.31% 16.57% 14.13%
HDFC Top 100 Fund - Growth 4 33,170.08 2.37% 3.35% 5.07% 20.44% 9.05% 37.57% 27.76% 20.60% 15.90% 13.41%
Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth 4 1,803.53 2.37% 9.95% 18.73% 41.76% 29.09% 65.08% 47.53% 38.63% 27.64% 20.78%
HDFC Flexi Cap Fund - Direct Plan - Growth 4 52,874.12 2.35% 4.70% 7.24% 25.68% 14.21% 46.07% 34.07% 26.46% 20.65% 16.37%
HDFC Flexi Cap Fund - Growth 4 52,874.12 2.33% 4.64% 7.05% 25.25% 13.89% 45.11% 33.18% 25.64% 19.91% 15.54%
ICICI Prudential MidCap Fund - Direct Plan - Growth 4 5,814.03 2.31% 7.54% 11.66% 32.25% 21.13% 63.15% 37.18% 26.53% 24.01% 19.55%
ITI Multi Cap Fund - Direct Plan - Growth 5 1,122.52 2.31% 5.52% 8.34% 28.30% 16.83% 59.77% 38.52% 19.98% 19.32% -
ICICI Prudential MidCap Fund - Growth 4 5,814.03 2.29% 7.47% 11.41% 31.67% 20.70% 61.75% 35.97% 25.38% 22.89% 18.42%
ITI Multi Cap Fund - Regular Plan - Growth 5 1,122.52 2.27% 5.37% 7.90% 27.18% 16.01% 56.96% 35.87% 17.60% 16.89% -
JM Large Cap Fund - (Direct) - Growth 5 144.17 2.26% 5.62% 6.98% 30.83% 16.17% 50.13% 31.73% 22.88% 19.08% 14.48%
HSBC Flexi Cap Fund - Direct Plan - Growth 4 4,399.08 2.25% 4.66% 6.20% 25.07% 14.95% 46.61% 30.12% 21.50% 19.03% 15.18%
Nippon India Value Fund - Direct Plan - Growth 4 7,523.32 2.24% 5.08% 8.87% 29.55% 14.73% 60.88% 37.37% 27.19% 23.26% 18.57%
JM Large Cap Fund - Growth 5 144.17 2.24% 5.50% 6.60% 30.06% 15.57% 48.69% 30.62% 21.80% 17.96% 13.25%
HSBC Flexi Cap Fund - Growth 4 4,399.08 2.23% 4.59% 6.03% 24.63% 14.63% 45.52% 28.96% 20.31% 17.79% 14.16%
Nippon India Value Fund - Growth 4 7,523.32 2.22% 5.02% 8.68% 29.10% 14.41% 59.74% 36.39% 26.30% 22.43% 17.72%
Bank of India ELSS Tax Saver - Direct Plan - Growth 4 1,297.72 2.21% 4.98% 9.94% 32.59% 19.77% 60.31% 38.33% 26.10% 27.42% 19.85%
Mahindra Manulife Large & Mid Cap Fund - Direct Plan - Growth 4 2,142.54 2.19% 3.77% 5.46% 25.75% 15.55% 53.61% 31.22% 25.56% - -
Bank of India ELSS Tax Saver - Regular Plan - Growth 4 1,297.72 2.19% 4.89% 9.66% 31.92% 19.29% 58.69% 36.82% 24.76% 26.05% 18.37%
Nippon India Vision Fund - Growth 4 4,536.11 2.17% 5.78% 10.35% 28.54% 16.00% 50.70% 32.36% 23.53% 19.49% 14.28%
Canara Robeco ELSS Tax Saver Fund - Direct Plan - Growth 2 7,760.97 2.15% 4.84% 7.39% 20.84% 10.83% 35.74% 25.66% 18.85% 20.39% 16.82%
Quant Mid Cap Fund - Direct Plan - Growth 5 6,920.17 2.15% 6.98% 13.46% 40.36% 29.02% 81.81% 45.33% 35.91% 36.34% 22.05%
Quant Mid Cap Fund - Growth 5 6,920.17 2.13% 6.88% 13.15% 39.62% 28.48% 79.70% 42.90% 33.48% 33.93% 20.89%
HSBC Value Fund - Direct Plan - Growth 4 12,067.47 2.07% 6.51% 8.39% 28.39% 18.00% 60.63% 39.47% 28.33% 23.49% 20.30%
Motilal Oswal Midcap Fund - Direct Plan - Growth 4 9,819.09 2.06% 4.38% 9.96% 29.60% 19.91% 58.62% 43.92% 37.69% 29.34% 22.87%
HSBC Value Fund - Growth 4 12,067.47 2.05% 6.42% 8.13% 27.77% 17.54% 59.09% 38.12% 27.10% 22.30% 19.22%
HDFC Focused 30 Fund - Direct Plan - Growth 5 11,246.61 2.04% 4.68% 7.56% 24.93% 14.49% 45.36% 34.36% 29.47% 21.51% 15.38%
Motilal Oswal Midcap Fund - Growth 5 9,819.09 2.04% 4.28% 9.65% 28.88% 19.38% 56.86% 42.29% 36.12% 27.83% 21.38%
HDFC Focused 30 Fund - Growth 5 11,246.61 2.02% 4.57% 7.24% 24.18% 13.93% 43.57% 32.62% 27.79% 20.09% 14.17%
Nippon India Large Cap Fund - Direct Plan - Growth 5 26,137.65 2.01% 3.63% 7.37% 25.11% 13.34% 43.29% 33.45% 25.58% 18.77% 17.05%
Edelweiss Large Cap Fund - Direct Plan - Growth 4 874.24 1.99% 3.31% 6.10% 20.98% 10.88% 36.34% 27.26% 19.80% 18.33% 15.67%
Nippon India Large Cap Fund - Growth 5 26,137.65 1.99% 3.56% 7.13% 24.57% 12.94% 42.09% 32.33% 24.53% 17.78% 16.00%
HDFC Large and Mid Cap Fund - Direct Plan - Growth 4 18,691.62 1.98% 4.43% 7.15% 23.80% 12.87% 51.13% 34.71% 26.73% 22.71% 15.26%
HDFC Large and Mid Cap Fund - Regular - Growth 4 18,691.62 1.96% 4.36% 6.92% 23.27% 12.48% 49.88% 33.58% 25.74% 21.97% 14.83%
ITI ELSS Tax Saver Fund - Direct Plan - Growth 5 325.14 1.95% 6.29% 11.46% 29.89% 18.72% 60.35% 39.02% 20.92% - -
Edelweiss Large Cap Fund - Growth 4 874.24 1.95% 3.17% 5.69% 20.02% 10.18% 34.23% 25.30% 17.98% 16.54% 14.34%
Baroda BNP Paribas Large Cap Fund - Direct Plan - Growth 4 1,930.52 1.94% 4.24% 7.94% 27.38% 16.08% 43.47% 28.79% 20.91% 19.54% 16.44%
ITI ELSS Tax Saver Fund - Growth 5 325.14 1.92% 6.14% 10.96% 28.72% 17.86% 57.48% 36.43% 18.55% - -
Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth 4 1,930.52 1.91% 4.15% 7.63% 26.64% 15.54% 41.80% 27.26% 19.46% 18.14% 15.09%
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth 3 2,633.07 1.90% 3.41% 5.01% 19.87% 10.77% 42.34% 26.75% 17.85% 18.49% 17.54%
Quant Small Cap Fund - Direct Plan - Growth 5 20,164.09 1.88% 2.30% 4.56% 33.11% 20.32% 70.91% 47.39% 36.00% 41.84% 21.75%
Tata Infrastructure Fund - Regular Plan - Growth 4 2,064.50 1.88% 7.98% 16.44% 42.70% 29.26% 75.17% 47.55% 35.97% 26.53% 18.42%
Franklin India Flexi Cap Fund - Direct - Growth 4 15,267.10 1.88% 3.82% 6.52% 23.69% 12.38% 46.96% 30.89% 23.23% 21.00% 17.59%
Franklin India ELSS Tax Saver Fund - Direct Plan - Growth 4 6,383.38 1.87% 3.77% 6.33% 24.15% 12.51% 47.47% 31.45% 22.94% 19.55% 16.90%
Quant Small Cap Fund - Growth 5 20,164.09 1.86% 2.22% 4.32% 32.52% 19.90% 69.22% 45.62% 34.13% 40.25% 20.96%
Franklin India Flexi Cap Fund - Growth 4 15,267.10 1.86% 3.76% 6.32% 23.24% 12.04% 45.82% 29.89% 22.31% 20.09% 16.54%
Franklin India ELSS Tax Saver Fund - Growth 4 6,383.38 1.85% 3.70% 6.13% 23.68% 12.17% 46.25% 30.36% 21.93% 18.51% 15.84%
HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth 4 63,413.49 1.84% 6.05% 7.61% 24.82% 15.28% 58.48% 42.65% 29.82% 26.41% 21.31%
Kotak ELSS Tax Saver Fund - Direct Plan - Growth 4 5,608.21 1.83% 6.22% 11.51% 27.81% 18.32% 45.22% 31.44% 23.48% 21.38% 18.77%
Sundaram Focused Fund - Direct Plan - Growth 3 1,056.10 1.83% 3.85% 6.90% 20.22% 10.78% 35.55% 25.66% 18.14% 19.46% 15.34%
HDFC Mid-Cap Opportunities Fund - Growth 4 63,413.49 1.83% 5.99% 7.43% 24.41% 14.97% 57.44% 41.68% 28.93% 25.55% 20.32%
HSBC Business Cycles Fund - Direct Plan - Growth 4 833.40 1.82% 7.97% 13.18% 33.38% 24.15% 54.10% 38.41% 26.97% 21.09% -
HSBC Business Cycles Fund - Growth 4 833.40 1.80% 7.87% 12.88% 32.67% 23.62% 52.46% 36.93% 25.61% 19.86% -
ICICI Prudential Bluechip Fund - Direct Plan - Growth 5 54,904.23 1.79% 3.55% 5.72% 23.28% 12.60% 42.09% 28.63% 21.94% 19.05% 16.10%
Invesco India Largecap Fund - Direct Plan - Growth 3 1,036.65 1.78% 4.45% 6.96% 25.08% 12.36% 40.94% 26.97% 20.34% 18.45% 16.37%
ICICI Prudential Bluechip Fund - Growth 5 54,904.23 1.78% 3.50% 5.57% 22.92% 12.35% 41.28% 27.88% 21.20% 18.33% 15.21%
Mahindra Manulife Mid Cap Fund - Direct Plan - Growth 5 2,433.01 1.72% 6.70% 11.30% 30.77% 20.06% 68.45% 41.40% 29.96% 29.06% -
ITI Small Cap Fund - Direct Plan - Growth 4 1,937.79 1.72% 5.27% 10.04% 29.79% 19.04% 72.01% 45.85% 24.34% - -
Mahindra Manulife Focused Fund - Direct Plan - Growth 5 1,339.01 1.71% 4.40% 7.77% 32.01% 19.60% 55.59% 35.82% 27.57% - -
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 4 2,433.01 1.69% 6.57% 10.88% 29.80% 19.33% 65.94% 39.16% 27.86% 26.99% -
ITI Small Cap Fund - Regular Plan - Growth 4 1,937.79 1.68% 5.12% 9.56% 28.66% 18.20% 69.01% 43.19% 21.93% - -
Axis Value Fund - Direct Plan - Growth - 531.98 1.68% 4.96% 6.62% 25.99% 13.94% 51.44% 35.78% - - -
Baroda BNP Paribas Large and Mid Cap Fund - Direct Plan - Growth 4 1,172.17 1.68% 4.45% 6.39% 28.36% 16.67% 50.13% 32.32% 25.29% - -
Mahindra Manulife Focused Fund - Regular Plan - Growth 5 1,339.01 1.68% 4.26% 7.32% 30.91% 18.80% 53.00% 33.38% 25.10% - -
Bandhan Core Equity Fund - Direct Plan - Growth 5 4,394.78 1.67% 4.81% 9.40% 29.78% 18.48% 60.82% 39.27% 26.80% 22.77% 17.88%
Bandhan Core Equity Fund - Regular Plan - Growth 5 4,394.78 1.65% 4.71% 9.09% 29.02% 17.93% 58.95% 37.64% 25.31% 21.32% 16.33%
Franklin India Focused Equity Fund - Direct - Growth 4 11,511.53 1.62% 3.90% 7.95% 22.82% 13.97% 40.67% 29.18% 21.14% 19.32% 18.83%
Franklin India Focused Equity Fund - Growth 4 11,511.53 1.60% 3.84% 7.74% 22.34% 13.61% 39.50% 28.12% 20.17% 18.34% 17.62%
ICICI Prudential Focused Equity Fund - Direct Plan - Growth 4 7,872.07 1.52% 5.71% 9.97% 28.01% 18.67% 50.34% 33.63% 24.90% 22.51% 16.35%
ICICI Prudential Focused Equity Fund - Regular Plan - Growth 4 7,872.07 1.50% 5.62% 9.64% 27.26% 18.11% 48.57% 31.96% 23.33% 21.06% 15.01%
SBI Infrastructure Fund - Direct Plan - Growth 4 2,793.93 1.49% 2.81% 9.71% 30.33% 18.68% 67.61% 43.64% 33.38% 25.87% 17.95%
SBI Infrastructure Fund - Regular Plan - Growth 4 2,793.93 1.47% 2.76% 9.53% 29.95% 18.39% 66.71% 42.97% 32.70% 25.19% 17.25%
Bank of India Manufacturing & Infrastructure Fund - Direct Plan - Growth 5 293.80 1.47% 4.07% 11.81% 30.72% 20.75% 66.82% 44.25% 32.01% 28.51% 19.03%
Sundaram Large and Mid Cap Fund - Direct Plan - Growth 2 6,387.67 1.46% 5.71% 8.25% 21.89% 12.02% 40.78% 28.11% 22.03% 19.07% 17.10%
Nippon India Multicap Fund - Direct Plan - Growth 4 30,500.56 1.45% 5.97% 13.13% 28.12% 19.06% 55.46% 41.11% 32.92% 22.76% 17.88%
SBI Long Term Equity Fund - Direct Plan - Growth 5 23,411.67 1.45% 4.08% 8.32% 33.12% 20.24% 61.49% 40.93% 28.28% 23.21% 17.18%
SBI Long Term Equity Fund - Regular Plan - Growth 5 23,411.67 1.43% 4.02% 8.14% 32.66% 19.91% 60.35% 39.99% 27.45% 22.42% 16.44%
Nippon India Multicap Fund - Growth 4 30,500.56 1.43% 5.91% 12.90% 27.62% 18.68% 54.28% 40.06% 31.96% 21.90% 17.02%
Bank of India Manufacturing & Infrastructure Fund - Growth 5 293.80 1.42% 3.95% 11.40% 29.78% 20.02% 64.64% 42.37% 30.32% 26.87% 17.51%
ICICI Prudential Large & Mid Cap Fund- Direct Plan - Growth 5 13,117.39 1.39% 4.27% 7.92% 26.38% 16.39% 49.09% 33.89% 27.58% 22.91% 16.75%
Bandhan ELSS Tax saver Fund - Direct Plan - Growth 4 6,432.29 1.39% 2.99% 4.75% 19.55% 10.73% 38.32% 28.08% 21.84% 21.58% 18.84%
ICICI Prudential Large & Mid Cap Fund- Growth 5 13,117.39 1.37% 4.19% 7.67% 25.79% 15.95% 47.79% 32.72% 26.51% 21.92% 15.69%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth 4 6,432.29 1.36% 2.90% 4.45% 18.87% 10.21% 36.75% 26.60% 20.43% 20.21% 17.43%
Aditya Birla Sun Life Digital India Fund - Regular Plan - Growth 4 4,414.01 1.35% 0.70% -7.49% 5.45% -3.05% 27.23% 16.84% 14.66% 24.33% 19.39%
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth 4 4,036.22 1.29% 3.60% 9.05% 27.84% 17.62% 56.12% 41.36% 27.97% - -
Motilal Oswal Large and Midcap Fund - Regular Plan - Growth 4 4,036.22 1.27% 3.48% 8.67% 26.96% 16.97% 53.98% 39.32% 26.08% - -
ICICI Prudential Value Discovery Fund - Direct Plan - Growth 4 42,664.32 1.26% 2.69% 4.31% 21.79% 12.37% 43.53% 30.66% 25.78% 23.62% 17.99%
Invesco India Smallcap Fund - Direct - Growth 4 3,964.76 1.25% 4.56% 7.93% 21.01% 14.33% 57.34% 38.58% 29.31% 29.48% -
ICICI Prudential Value Discovery Fund - Growth 4 42,664.32 1.25% 2.65% 4.17% 21.45% 12.12% 42.74% 29.96% 25.09% 22.95% 17.07%
Sundaram Mid Cap Fund - Direct Plan - Growth 3 10,732.06 1.24% 6.78% 9.04% 25.68% 15.48% 59.19% 38.36% 27.45% 21.92% 18.49%
UTI Large & Mid Cap Fund - Growth 4 2,978.06 1.22% 3.92% 7.80% 23.59% 13.61% 48.74% 31.71% 22.26% 20.07% 15.14%
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth 4 3,402.11 1.19% 3.85% 10.72% 32.93% 21.22% 60.27% 41.42% 26.94% 23.00% -
Sundaram Services Fund - Direct Plan - Growth - 3,386.30 1.19% 1.27% 3.68% 12.28% 4.97% 32.79% 24.94% 22.07% 22.35% -
HSBC Mid Cap Fund - Direct Plan - Growth 4 10,342.47 1.18% 6.72% 10.75% 28.98% 19.59% 64.96% 37.79% 25.15% 22.78% 20.54%
Motilal Oswal ELSS Tax Saver Fund - Growth 4 3,402.11 1.17% 3.75% 10.39% 32.14% 20.64% 58.35% 39.70% 25.39% 21.45% -
HSBC Mid Cap Fund - Regular Plan - Growth 4 10,342.47 1.16% 6.63% 10.45% 28.29% 19.07% 63.20% 36.30% 23.77% 21.40% 19.33%
Invesco India Multicap Fund - Direct Plan - Growth 2 3,345.28 1.14% 4.09% 6.77% 20.29% 12.01% 45.81% 30.83% 20.96% 21.72% 18.25%
SBI Contra Fund - Direct Plan - Growth 5 29,585.65 1.11% 2.60% 6.45% 25.18% 13.65% 50.37% 36.95% 30.22% 27.63% 18.76%
Axis Growth Opportunities Fund - Direct Plan - Growth 3 12,096.56 1.11% 4.01% 8.75% 23.14% 15.60% 41.85% 28.86% 21.76% 24.10% -
SBI Contra Fund - Regular Plan - Growth 5 29,585.65 1.10% 2.52% 6.20% 24.59% 13.22% 48.95% 35.74% 29.12% 26.68% 17.94%
Nippon India Growth Fund - Direct Plan - Growth 4 26,821.89 1.05% 6.39% 9.83% 24.91% 12.92% 60.51% 40.01% 30.53% 27.07% 20.11%
Nippon India Growth Fund - Growth 4 26,821.89 1.03% 6.32% 9.60% 24.41% 12.55% 59.27% 38.90% 29.50% 26.14% 19.23%
Invesco India Flexi Cap Fund - Direct Plan - Growth - 1,610.54 1.02% 4.87% 8.25% 26.15% 15.71% 51.23% 34.17% - - -
ICICI Prudential Multicap Fund - Direct Plan - Growth 4 11,881.69 1.02% 3.49% 6.02% 24.75% 13.75% 49.35% 33.95% 23.79% 20.19% 17.16%
ICICI Prudential Multicap Fund - Growth 4 11,881.69 1.00% 3.41% 5.79% 24.23% 13.36% 48.13% 32.82% 22.72% 19.11% 16.09%
DSP Value Fund - Direct Plan - Growth 4 812.45 0.99% 3.87% 4.09% 20.38% 11.63% 39.38% 26.32% 17.83% - -
DSP Value Fund - Growth 4 812.45 0.98% 3.80% 3.89% 19.92% 11.29% 38.31% 25.36% 16.93% - -
Sundaram Consumption Fund - Direct Plan - Growth 5 1,397.95 0.97% 2.57% 5.40% 11.23% 5.21% 36.18% 27.31% 20.28% 16.43% 16.35%
Aditya Birla Sun Life India GenNext Fund - Direct Plan - Growth 4 5,010.28 0.95% 2.95% 7.34% 16.20% 8.66% 33.82% 25.70% 20.32% 19.82% 18.93%
Sundaram Consumption Fund - Growth 5 1,397.95 0.95% 2.50% 5.17% 10.75% 4.84% 35.00% 26.18% 19.20% 15.44% 15.46%
Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth 4 5,010.28 0.92% 2.85% 7.03% 15.55% 8.17% 32.37% 24.28% 18.94% 18.44% 17.62%
Invesco India Large & Mid Cap Fund - Direct Plan - Growth 4 5,203.02 0.90% 4.51% 8.46% 26.41% 17.00% 52.42% 33.78% 23.11% 20.42% 18.24%
Invesco India Large & Mid Cap Fund - Growth 4 5,203.02 0.88% 4.41% 8.14% 25.67% 16.47% 50.65% 32.15% 21.58% 18.94% 16.55%
Axis Quant Fund - Direct Plan - Growth - 1,062.73 0.85% 2.41% 3.50% 21.85% 11.74% 39.85% 28.51% - - -
JM Flexi Cap Fund - Direct - Growth 5 2,107.42 0.82% 7.15% 10.91% 35.50% 23.48% 69.13% 43.92% 31.20% 26.00% 20.00%
JM Flexi Cap Fund - Growth 5 2,107.42 0.79% 7.02% 10.46% 34.44% 22.68% 66.80% 42.32% 29.89% 24.86% 18.73%
Nippon India Small Cap Fund - Direct Plan - Growth 4 50,422.78 0.76% 5.50% 10.39% 23.69% 15.20% 60.11% 43.91% 34.89% 32.64% 26.53%
Nippon India Small Cap Fund - Growth 4 50,422.78 0.74% 5.43% 10.18% 23.20% 14.83% 58.82% 42.68% 33.73% 31.51% 25.32%
JM Value Fund - (Direct) - Growth 5 665.51 0.72% 6.42% 8.67% 30.40% 19.44% 68.33% 45.14% 30.52% 25.20% 20.03%
JM Value Fund - Growth 5 665.51 0.70% 6.30% 8.28% 29.60% 18.79% 66.72% 43.96% 29.53% 24.30% 18.91%
Invesco India Focused Fund - Growth 4 2,542.41 0.57% 2.93% 10.23% 35.62% 22.25% 66.05% 33.50% 23.85% - -
Invesco India Focused Fund - Direct Plan - Growth 4 2,542.41 0.54% 3.05% 10.58% 36.44% 22.85% 68.28% 35.41% 25.77% - -
Sundaram Small Cap Fund - Direct Plan - Growth 3 3,145.73 0.50% 2.08% 4.12% 15.74% 8.07% 48.69% 35.25% 25.85% 24.00% 18.54%
HDFC Small Cap Fund - Growth 4 29,685.32 0.44% 1.18% 2.91% 15.64% 8.77% 44.09% 37.20% 27.78% 23.71% 20.05%
Invesco India Financial Services Fund - Direct Plan - Growth - 811.68 0.43% 2.25% 4.73% 17.80% 9.20% 36.35% 30.82% 18.17% 15.62% 16.97%
Axis Small Cap Fund - Direct Plan - Growth 3 20,136.63 0.42% 3.33% 4.19% 14.62% 9.28% 39.75% 29.67% 25.25% 28.43% 22.71%
Invesco India ESG Equity Fund - Direct Plan - Growth - 549.85 0.42% 3.17% 6.02% 17.59% 8.82% 35.06% 21.49% 17.24% - -
Franklin India Smaller Companies Fund - Direct - Growth 4 12,586.94 0.34% 4.64% 8.68% 21.78% 13.50% 58.84% 43.71% 32.19% 26.16% 21.59%
Franklin India Smaller Companies Fund - Growth 4 12,586.94 0.32% 4.57% 8.45% 21.27% 13.12% 57.48% 42.50% 31.08% 25.08% 20.29%
Invesco India Mid Cap Fund - Direct Plan - Growth 3 4,512.43 0.28% 3.84% 7.91% 24.50% 16.40% 51.14% 35.17% 25.85% 25.55% 21.01%
JM ELSS Tax Saver Fund - Growth 4 141.14 0.25% 5.51% 9.43% 27.27% 18.41% 49.88% 32.51% 23.07% 20.99% 17.04%
Bandhan Small Cap Fund - Direct Plan - Growth 5 4,994.19 0.02% 3.25% 7.28% 28.86% 16.97% 75.08% 41.53% 30.08% - -
Bandhan Small Cap Fund - Regular Plan - Growth 5 4,994.19 -0.00% 3.13% 6.90% 27.91% 16.28% 72.54% 39.37% 28.02% - -

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FAQs

Where can I get historical mutual fund data? ›

Since AMCs are required to update the NAV of funds on an everyday basis, the most authentic source to check a mutual fund's NAV history is on the AMC's website itself.

Keep Reading ›
How to check mutual fund returns? ›

Whether the investment is a lump sum or an SIP route, the returns can be easily calculated using a mutual fund calculator. A mutual fund calculator gives results based on the investment amount, interest rate, and tenure of the investment. It tells you how much you are going to make even before you invest the money.

Read More ›
How do I check old mutual funds status? ›

You can sign in to the AMC's website or apps. You will be provided with details regarding the mutual fund transaction history, balance, and more using the folio number. If you don't consider yourself a tech-savvy person, you can always visit the AMC's office to check the mutual fund statement by folio number.

View Details ›
How do I trace old mutual funds? ›

The investor can track the folio number of the lost mutual fund investment by tracking old payment transactions. The investor can trace the mutual funds through the payment receipt he received when payment is intended against the fund.

Know More ›
How can I get historical stock data for free? ›

Internet Sources for Historical Market & Stock Data
  1. Yahoo! Finance - Historical Prices. ...
  2. Dow Jones Industrial Averages. Historical and current performance data. ...
  3. S&P Indices. Historical performance data.
  4. IPL Newspaper Collection. ...
  5. Securities Industry and Financial Markets Association. ...
  6. FINRA: Market Data Center.
Apr 15, 2024

Continue Reading ›
What happened to old mutual funds? ›

With effect from 1 October 2018 all Old Mutual Global Investor (“OMGI”) funds will undergo a name change following a private equity firm backed management buyout in June 2018. OMGI funds will be known as Merian Global Investors funds going forward.

Learn More Now ›
How much to invest to get $50,000 per month? ›

Assuming the average return on investment from SDI is 14% annually, you will need to invest approximately INR 43,00,000 to get INR 50,000 a month.

View More ›
What is the average return of mutual funds? ›

Mutual Fund Category Returns
CategoryAverage Return (%)Maximum Return (%)
Fund of Funds-Domestic-Equity36.0464.39
Equity: Multi Cap48.162.56
Equity: Large and Mid Cap44.262.45
Equity: ELSS40.1560.61
21 more rows

Show Me More ›
How much to invest to get 1 crore in 5 years? ›

Thus, a combined monthly contribution of Rs 1.30 lakh would create a corpus of over Rs 1 crore in 5 years. Kukreja says an investor can split their equity SIP contributions equally between large-, multi asset, and flexi cap funds.

See Details ›
How can I check my old mutual balance online? ›

You can check your balance for free on the Old Mutual Banking App, internet banking and cellphone banking. You can also check your balance at any ATM. You also get SMS balance updates after every transaction.

Explore More ›

Can I see all my mutual funds at one place? ›

Several methods can help you effectively track your Mutual Fund investments: Consolidated Account Statement (CAS): CAS provides a consolidated view of all your Mutual Fund investments across different asset management companies (AMCs). You can access it through the CAMS website or receive it by e-mail.

See Details ›
Do mutual funds expire? ›

A Mutual fund doesn't expire but may “mature” in case of close ended funds at which the total holdings is to be liquated. There is another scenario when the investor redeem below the stipulated holding amount set by AMFI/SEBI. In which case the MF has to be liquidated.

Read On ›
How do I check my old Mutual Superfund? ›

All you need to do is WhatsApp 'Hi' to 0860 933 333 and follow the prompts to request your Statement of Benefits, which includes your EAC. Alternatively, you can log on to Old Mutual Secure Services. You will find it under DOCUMENTS/QUOTATIONS/Member Benefit Quotation.

Read On ›
How can I check my all mutual fund status? ›

Online Methods
  1. Registrar Website: Websites like CAMS or Karvy let you check your fund status by entering your PAN, folio number, and mobile number.
  2. AMC Website: Sign in on the AMC's website and go to the mutual fund status section to see your investments.
Jan 11, 2024

Read More ›
How do I claim old mutual funds? ›

Redemption of Units - Using Redemption form

In the redemption form one needs to fill in details like unit holder's name, folio number, scheme name including the plan details, and number of units to redeemed (or the redemption amount desired). In addition, all the holders have to sign the Redemption form.

Discover More Details ›
Where can I download historical stock data CSV? ›

NASDAQ allows you to download a CSV file that extends only 10 years into the past. Naturally, being a high-profile stock, more extensive data can be found on the web. For instance, Kaggle provides a CSV file of Apple Stock Prices from 1980-2021.

Get More Info Here ›
How do I find all my mutual fund details? ›

  1. Consolidated Account Statement (CAS) ...
  2. AMC Website/Mobile App. ...
  3. Online Portfolio Trackers. ...
  4. Mutual Fund Fact Sheet. ...
  5. Check with Your Investment Advisor.
Feb 6, 2023

Explore More ›
How to access Morningstar data? ›

You can also access the Morningstar Report when viewing an investment list or screen in a data set. To do this, click the arrow to the right of the security and from the Action menu, select Morningstar Report. You can download and/or print the following reports, if available: Global Fund Report.

Find Out More ›
How do I download mutual fund reports? ›

In addition to the above, investors can also view and download their mutual fund Portfolio & CAS on the portal of MFCentral (https://www.mfcentral.com/), a collaborative online services hub launched jointly by KFintech & CAMS for the convenience of investors to transact across all their folios across all mutual funds.

Know More ›
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