scorecardresearch
Business Today
Subscribe
PMS Today US News India UPSTART Weather BT Shorts NRI Education Election
BT Golf BT Mindrush BT Best Banks
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
events
Special
  • BT tech today
  • BT 500 wealth creators summit
  • Economic Indicators
News
Mutual Funds

Feedback

TOP NEWS

Investment Flexi cap Mutual Fund: This fund grew Rs 700 SIP to Rs 1.36 crore in 30 years; check investment details 
As of late February 2025, the HDFC Flexi Cap Fund's investment portfolio allocated 88.37% to equity, 7.88% to cash and cash equivalents, 2.95% to real estate, and 0.8% to debt.
live

BEST MUTUAL FUNDS

  • card
  • table
Find the best performing mutual funds across different time duration
Filter
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Equity Funds
Flexi Cap
Clear Filter
Fund Name Category Rank Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
1Out of 35
₹62.14
16.19%
5.67%
Very High Risk
₹11,171.69 Cr
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
2Out of 35
₹85.80
14.60%
5.67%
Very High Risk
₹88,004.52 Cr
HDFC Flexi Cap Fund -Direct Plan - Growth Option HDFC Flexi Cap Fund -Direct Plan - Growth Option
3Out of 35
₹1,994.09
13.58%
5.67%
Very High Risk
₹64,124.15 Cr
Invesco India Flexi Cap Fund Direct Growth Invesco India Flexi Cap Fund Direct Growth
4Out of 35
--
₹17.39
13.22%
5.67%
Very High Risk
₹2,335.66 Cr
WhiteOak Capital Flexi Cap Fund Direct Growth WhiteOak Capital Flexi Cap Fund Direct Growth
5Out of 35
--
₹16.21
12.91%
5.67%
Very High Risk
₹4,228.79 Cr
Bajaj Finserv Flexi Cap Fund Direct Growth Bajaj Finserv Flexi Cap Fund Direct Growth
6Out of 35
--
₹13.12
12.78%
5.67%
Very High Risk
₹3,851.87 Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • Category Rank
    1Out of 35
  • NAV ₹62.14
  • Fund Size ₹11,171.69 Cr
Fund Return 16.19%
Category Return 5.67%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • Category Rank
    2Out of 35
  • NAV ₹85.80
  • Fund Size ₹88,004.52 Cr
Fund Return 14.60%
Category Return 5.67%
HDFC Flexi Cap Fund -Direct Plan - Growth Option HDFC Flexi Cap Fund -Direct Plan - Growth Option
Very High Risk
  • Category Rank
    3Out of 35
  • NAV ₹1,994.09
  • Fund Size ₹64,124.15 Cr
Fund Return 13.58%
Category Return 5.67%
Invesco India Flexi Cap Fund Direct Growth Invesco India Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    4Out of 35
  • NAV ₹17.39
  • Fund Size ₹2,335.66 Cr
Fund Return 13.22%
Category Return 5.67%
WhiteOak Capital Flexi Cap Fund Direct Growth WhiteOak Capital Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    5Out of 35
  • NAV ₹16.21
  • Fund Size ₹4,228.79 Cr
Fund Return 12.91%
Category Return 5.67%
Bajaj Finserv Flexi Cap Fund Direct Growth Bajaj Finserv Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    6Out of 35
  • NAV ₹13.12
  • Fund Size ₹3,851.87 Cr
Fund Return 12.78%
Category Return 5.67%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Only Growth, Direct and Non-ETF schemes are considered
For Category returns, all scheme variants are considered
view more
BT MUTUAL FUND MANAGER RANKING
Ranking In :
Manish Gunwani
Manish Gunwani
3Y Performance
21.82%
Scheme Name
Bandhan Core Equity Fund Direct Plan Growth
AMC
Bandhan Asset Management Company Limited
Ihab Dalwai
Ihab Dalwai
3Y Performance
20.28%
Scheme Name
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
AMC
ICICI Prudential Asset Management Company Limited
V Srivatsa
V Srivatsa
3Y Performance
19.52%
Scheme Name
UTI Core Equity Fund-Growth Option - Direct
AMC
UTI Asset Management Co Ltd
Portfolio manager ranking is based on 3 Year Information Ratio
Category benchmark is used in calculating Information Ratio
i

Information Ratio (a.k.a Appraisal Ratio) shows the consistency of a fund manager in generating excess returns over the benchmark. It is measured by dividing the Mean Active return (Fund Return – Benchmark Return) by the volatility of Active return. The volatility (or Standard Deviation) of Active return is called Tracking Error.

Information Ratio = Mean of (Portfolio Return – Benchmark Return) / Tracking Error

The higher the Information Ratio, the more consistent the fund manager is in generating excess returns.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24
view more

CATEGORY AVERAGE RETURNS (in %)

All Categories
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Commodities: Sector - Precious Metals
3.27
7.00
17.51
31.71
18.16
14.79
12.02
Equity: Sector - Healthcare
-2.92
5.92
-10.55
13.36
17.85
27.02
12.25
Debt: 10 yr Government Bond
0.43
1.38
2.56
8.42
6.90
5.74
6.84
Equity: Contra
-1.82
5.75
-8.43
8.36
17.97
29.33
13.78
Debt: Credit Risk
0.30
0.75
2.62
8.34
7.18
7.31
6.27
Debt: Government Bond
0.48
1.55
2.41
8.24
--
--
--
Debt: Floating Rate
0.19
0.90
1.88
7.97
6.96
6.53
6.46
Debt: Long Duration
0.55
2.32
2.05
7.65
7.10
5.75
6.44
Debt: Dynamic Bond
0.22
1.32
1.78
7.60
6.72
6.26
6.41
Debt: Medium to Long Duration
0.28
1.19
1.97
7.49
6.47
6.06
5.85
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Sector - Healthcare
-2.92
5.92
-10.55
13.36
17.85
27.02
12.25
Contra
-1.82
5.75
-8.43
8.36
17.97
29.33
13.78
Mid-Cap
-1.82
5.77
-12.39
6.01
17.79
31.41
14.70
Sector - Financial Services
-1.47
5.85
-1.53
5.88
14.51
25.14
10.78
Multi-Cap
-1.47
5.87
-9.86
5.22
16.09
29.32
14.23
Large and Mid-Cap
-2.16
4.77
-10.31
4.77
14.66
27.45
13.20
Sector - Technology
-3.71
-1.69
-16.85
4.56
2.92
30.88
--
Small-Cap
-1.28
6.77
-15.73
4.31
16.44
35.78
15.97
Focused Fund
-2.01
4.44
-8.60
3.69
12.62
24.51
12.25
Dividend Yield
-1.60
4.68
-7.41
3.58
16.06
27.97
13.47
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Aggressive Allocation
-1.43
3.99
-5.95
5.37
11.97
21.66
11.20
Conservative Allocation
0.12
1.09
-1.58
5.23
7.92
9.13
5.90
Equity Savings
-1.16
0.82
-2.61
4.90
7.98
12.44
7.87
Dynamic Asset Allocation
-1.42
2.71
-4.36
3.65
10.05
15.94
9.10
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
10 yr Government Bond
0.43
1.38
2.56
8.42
6.90
5.74
6.84
Credit Risk
0.30
0.75
2.62
8.34
7.18
7.31
6.27
Government Bond
0.48
1.55
2.41
8.24
--
--
--
Floating Rate
0.19
0.90
1.88
7.97
6.96
6.53
6.46
Long Duration
0.55
2.32
2.05
7.65
7.10
5.75
6.44
Dynamic Bond
0.22
1.32
1.78
7.60
6.72
6.26
6.41
Medium to Long Duration
0.28
1.19
1.97
7.49
6.47
6.06
5.85
Banking and PSU
0.40
1.07
1.96
7.28
6.25
6.13
6.32
Short Duration
0.10
0.62
1.64
7.26
6.13
6.19
6.31
Medium Duration
0.05
0.51
1.58
7.17
6.48
6.66
6.15
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Liquid
0.15
0.52
1.49
6.62
6.36
5.11
5.36
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Sector - Precious Metals
3.27
7.00
17.51
31.71
18.16
14.79
12.02
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Arbitrage Fund
0.02
0.30
1.20
6.51
6.36
5.25
5.77

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
view more

TOP EXCHANGE TRADED FUNDS

  • NSE
  • BSE
  • card
  • table
Find the Top performing ETFs across different time periods
1M 3M 6M 1Y 3Y 5Y
Fund Name EOD Price EOD Volume Fund Return Category Return
Motilal Oswal Nifty India Defence ETF Motilal Oswal Nifty India Defence ETF
₹69.72
933,985
24.78%
--
Groww Nifty India Defence ETF Groww Nifty India Defence ETF
₹63.46
251,648
24.55%
--
Aditya Birla Sun Life Nifty PSE ETF Aditya Birla Sun Life Nifty PSE ETF
₹9.50
391,634
15.98%
--
CPSE ETF CPSE ETF
₹86.39
2,091,302
14.05%
--
ICICI Prudential Nifty200 Value 30 ETF ICICI Prudential Nifty200 Value 30 ETF
₹12.43
87,243
12.52%
6.39%
ICICI Prudential Nifty Commodities ETF ICICI Prudential Nifty Commodities ETF
₹90.74
0
11.45%
--
Motilal Oswal Nifty India Defence ETF Motilal Oswal Nifty India Defence ETF
Very High Risk
  • EOD Price ₹69.72
  • Fund Size ₹125.18 Cr
  • EOD Volume 933,985
1 Month Return 24.78%
Category Return --
Groww Nifty India Defence ETF Groww Nifty India Defence ETF
Very High Risk
  • EOD Price ₹63.46
  • Fund Size ₹72.85 Cr
  • EOD Volume 251,648
1 Month Return 24.55%
Category Return --
Aditya Birla Sun Life Nifty PSE ETF Aditya Birla Sun Life Nifty PSE ETF
Very High Risk
  • EOD Price ₹9.50
  • Fund Size ₹31.55 Cr
  • EOD Volume 391,634
1 Month Return 15.98%
Category Return --
CPSE ETF CPSE ETF
Very High Risk
  • EOD Price ₹86.39
  • Fund Size ₹33,047.65 Cr
  • EOD Volume 2,091,302
1 Month Return 14.05%
Category Return --
ICICI Prudential Nifty200 Value 30 ETF ICICI Prudential Nifty200 Value 30 ETF
Very High Risk
  • EOD Price ₹12.43
  • Fund Size ₹9.18 Cr
  • EOD Volume 87,243
1 Month Return 12.52%
Category Return 6.39%
ICICI Prudential Nifty Commodities ETF ICICI Prudential Nifty Commodities ETF
Very High Risk
  • EOD Price ₹90.74
  • Fund Size ₹67.65 Cr
  • EOD Volume 0
1 Month Return 11.45%
Category Return --
EOD: End of Day
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
View more

PORTFOLIO OVERLAP TOOL

The mutual fund portfolio overlap tool lets you compare and know the extent of commonalities between portfolios of 2 equity/hybrid funds.

View Overlap Funds

WHO OWNS THIS STOCK

Find out which mutual funds have holdings in any given stock

NEW FUND OFFERS(NFO)

Zerodha Overnight Fund Direct Growth Zerodha Overnight Fund Direct Growth
Money Market Overnight
  • Open Date Mar 19, 2025
  • Close Date Apr 02, 2025
  • Risk level Low Risk
  • Min. Investment ₹100
UTI Income Plus Arbitrage Active Fund of Fund Direct Growth UTI Income Plus Arbitrage Active Fund of Fund D...
Alternative Arbitrage Fund
  • Open Date Mar 21, 2025
  • Close Date Apr 03, 2025
  • Risk level Moderately High risk
  • Min. Investment ₹1,000
ICICI Prudential Nifty EV & New Age Automotive ETF FOF Direct Growth ICICI Prudential Nifty EV & New Age Automotive ...
Equity Sector - Technology
  • Open Date Mar 28, 2025
  • Close Date Apr 10, 2025
  • Risk level Very High Risk
  • Min. Investment ₹1,000
Kotak Energy Opportunities Fund Direct Growth Kotak Energy Opportunities Fund Direct Growth
Equity Sector - Energy
  • Open Date Apr 03, 2025
  • Close Date Apr 17, 2025
  • Risk level Very High Risk
  • Min. Investment ₹100

HOT STOCKS

  • NSE
  • BSE
Most active stocks that’s creating maximum buzz in the share market

TOOLS & CALCULATOR

  • Income Tax Calculator Calculate the tax payable on your income under both old and new tax regimes Calculate Now
  • SIP Calculator Calculate the returns on your SIP investments Calculate Now
  • FD Calculator Calculate the interest earning and maturity value on your FD investments Calculate Now
  • Dividend Yield Calculator Calculate the Dividend Yield of a stock on the basis of Dividend Payouts and its Price. Calculate Now
  • Lump-sum Calculator Calculate the returns on your one-time investment Calculate Now
  • TOP-UP SIP Calculator Estimate the returns by topping up your SIP investments yearly Calculate Now
  • CAGR Calculator Calculate the average annual growth rate on your investment Calculate Now
  • Latte-Factor Calculator  Estimate the opportunity cost of petty expenses incurred over a period of time Calculate Now

COMPARISON

Equity Linked Saving Schemes (ELSS) vs other investments under Section 80C
Investment Type
ELSS (Tax Savings)
3 Year Return
14.17%
Lock-In- period
3 YEARS
Type of return
Market Linked
Investment Type
Fixed Deposit
Returns
6.5%
Lock-In- period 5 YEARS
Type of Return Fixed
Investment Type
PPF
Returns
7.1%
Lock-In- period 15 YEARS
Type of Return Fixed
Investment Type
NSC
Returns
7.7%
Lock-In- period 5 YEARS
Type of Return Fixed

TOP ELSS FUNDS

DSP Tax Saver Fund Direct Plan Growth DSP Tax Saver Fund Direct Plan Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 143.46
  • Fund Size ₹ 15,985.06 Cr
  • Rating
3 Year Return 18.02%
Category Return 14.17%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 31.70
  • Fund Size ₹ 4,477.32 Cr
  • Rating
3 Year Return 17.73%
Category Return 14.17%
Bank of India Tax Advantage Fund Direct Plan Growth Bank of India Tax Advantage Fund Direct Plan Gr...
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 172.18
  • Fund Size ₹ 1,182.15 Cr
  • Rating
3 Year Return 16.15%
Category Return 14.17%
Kotak Tax Saver-Scheme-Growth - Direct Kotak Tax Saver-Scheme-Growth - Direct
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 122.87
  • Fund Size ₹ 5,411.91 Cr
  • Rating
3 Year Return 14.42%
Category Return 14.17%
Quant Tax Plan Growth Option Direct Plan Quant Tax Plan Growth Option Direct Plan
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 368.66
  • Fund Size ₹ 9,486.28 Cr
  • Rating
3 Year Return 14.00%
Category Return 14.17%
Mirae Asset Tax Saver Fund -Direct Plan-Growth Mirae Asset Tax Saver Fund -Direct Plan-Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 49.46
  • Fund Size ₹ 22,411.17 Cr
  • Rating
3 Year Return 13.52%
Category Return 14.17%
Return in annualised terms (CAGR)
Only Growth and Direct schemes are considered
For Category returns, all scheme variants are considered
Only 5 star rated schemes are taken into account
view more

FAVOURITE STOCKS

Top picks in the mutual fund space in terms of shares held
Stock
No. of shares held in Feb 2025
Change in number of shares on a MOM basis
ICICI Bank Ltd ICICI Bank Ltd
32,59,65,320
24,67,830
HDFC Bank Ltd HDFC Bank Ltd
29,22,45,987
95,70,726
ITC Ltd ITC Ltd
25,53,74,066
1,25,43,941
Infosys Ltd Infosys Ltd
14,62,28,461
3,04,807
Larsen & Toubro Ltd Larsen & Toubro Ltd
5,97,42,446
8,34,015
IndusInd Bank Ltd IndusInd Bank Ltd
4,76,38,187
5,49,074

POPULAR INDUSTRIES

Top themes in the Mutual Fund space in terms of investments
H Home Furnishings Fixtures
  • ₹ 640.82 Cr Investment in Feb 2025
  • 1.66% Monthly change
D Discount Stores
  • ₹ 446.94 Cr Investment in Feb 2025
  • 0.97% Monthly change
S Software Infrastructure
  • ₹ 441.05 Cr Investment in Feb 2025
  • 2.50% Monthly change
S Semiconductors
  • ₹ 354.67 Cr Investment in Feb 2025
  • 17.03% Monthly change
F Farm Construction Equipment
  • ₹ 265.94 Cr Investment in Feb 2025
  • 2.35% Monthly change
F Financial Conglomerates
  • ₹ 254.11 Cr Investment in Feb 2025
  • 3.22% Monthly change

ASSET MANAGEMENT COMPANY(AMC)

As on Feb 2025
SBI Funds Management Ltd SBI Funds Management Ltd AUM ₹ 10,34,098.66 Cr ICICI Prudential Asset Management Company Limited ICICI Prudential Asset Management Company Limited AUM ₹ 8,86,179.19 Cr HDFC Asset Management Co Ltd HDFC Asset Management Co Ltd AUM ₹ 7,63,496.85 Cr Nippon Life India Asset Management Ltd Nippon Life India Asset Management Ltd AUM ₹ 5,42,752.70 Cr Kotak Mahindra Asset Management Co Ltd Kotak Mahindra Asset Management Co Ltd AUM ₹ 4,71,500.26 Cr Aditya Birla Sun Life AMC Ltd Aditya Birla Sun Life AMC Ltd AUM ₹ 3,79,792.96 Cr Axis Asset Management Company Limited Axis Asset Management Company Limited AUM ₹ 3,10,162.27 Cr UTI Asset Management Co Ltd UTI Asset Management Co Ltd AUM ₹ 3,04,941.71 Cr
AUM: Assets under management
view more
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber? Login
Advertisement