Top 5 performing Equity Mutual Funds

 Kotak Emerging Equity Scheme: It is a mid-cap fund which predominantly invests in

mid-cap stocks and takes marginal exposure to large or small cap stocks. The fund
generated annualized return of 23.55% over the last 5 years, higher than both its
benchmark index S&P Mid Cap TRI (17.78%) and the mid-cap fund category (19.70% )
for the same period. The fund is being managed by Mr. Pankaj Tibrewal since January
2013. (Data as on April 5, 2019; Source: Value Research)

 Axis Long Term Equity Fund: It is a diversified equity linked saving scheme (ELSS) that
invests in a mix of large and select mid cap stocks. It generated returns of 18.26% over
the last 5 years, higher than both its benchmark S&P BSE 200 TRI (14.29%) as well as
the ELSS category (15.13%). The fund is managed by Mr. Jinesh Gopani who has been
a Fund Manager of Equity at Axis Asset Management Company since April 2011. You
can read our latest interview with Mr. Jinesh Gopani here. (Data as on April 5, 2019;
Source:ValueResearch)

 Aditya Birla Sun Life Tax Relief ’96 Fund: This Equity Linked Savings Scheme (ELSS)
generated returns of 18.36% over the last 5 years. The fund has outperformed its
benchmark S&P BSE 200 TRI which generated returns of 15.21% over the last 5 years.
The fund also secured better returns then entire ELSS category which generated
returns of 15.13%. The fund is managed by Mr. Ajay Garg who has over 15 years of
work experience in financial services. (Data as on April 5, 2019; Source: Value
Research)

 Mirae Asset Emerging Bluechip Fund: It is a large and mid cap fund with an AUM of
more than Rs. 6000 crore has generated returns of 26.23% over the last five years. The
fund has given much higher returns than its benchmark S&P BSE 250 Large MidCap
TRI ( 14.44%). The fund has also outperformed large and mid cap category which
generated returns of 17.10%. The fund is currently managed by Ankit Jain since Jan
2019. (Data as on April 5, 2019; Source: Value Research)

 SBI Small Cap Fund: It is a small cap fund managed by SBI Mutual Fund which has
generated returns of 28.85% over the last five years. The fund has outperformed its
benchmark S&P BSE Small Cap TRI which generated annualized returns of 16.52%
over the last 5 years. The fund has also performed better than its category (20.96%).
The fund is managed by R. Srinivasan since November, 2013. (Data as on April 5, 2019;
Source: Value Research)

Top 5 performing Debt Mutual Funds

 ICICI Prudential Liquid Plan: offers investors a very low risk yet lucrative route of
investing idle cash and making it grow over time. Apart from the high degree of
liquidity that this fund offers, the ROI provided by this debt fund over the past 5
years exceeds 8%, which indicates solid performance through various bull and bear
 phases. The historical solid performance of this liquid fund is expected to continue in
2017.
 Reliance Liquid Fund: blends high liquidity with consistent returns and moderate
levels of risk. In order to achieve this winning combination, this debt fund focuses its
investments on MIBOR-linked instruments featuring daily put or call options, reverse
repos, repos, call and cash investments. This strategy has held this liquid fund in
good stead and with ROI exceeding 7.5% over the past 5 years making it one of
the best debt funds in its category.

 ICICI Prudential Flexible Income Plan: This debt fund is focused on generating
consistent returns through investments made into money market and debt
instruments of varying maturities. The investments of ICICI Prudential Flexible
Income Plan are chosen such that they maximise income while simultaneously
providing an optimal balance of liquidity, safety and yield. As per current data, this
debt fund has provided returns in excess of 9% over the past 5 years and this strong
performance is expected to continue in 2017.

 Franklin India Low Duration Fund: is aimed at providing consistent returns to its
investors through investments made into a range of top rated debt securities and
domestic fixed-income investments. Over the past 5 years, the fund that performed
consistently with annual returns recorded in excess of 9.5%, which is one of the key
reasons it ranks high on the best debt funds list of 2017.

 Axis Regular Savings fund: is the leading accrual debt fund offering from Axis Mutual
Fund AMC, one of India’s leading mutual fund houses. The fund is focused on
optimising returns on its investments through active management of a portfolio
consisting of various money market investments and debt securities. The strong
historic performance of this fund is evident from the 5 year returns offer by the fund,
which is close to 10% and this makes it a top debt fund to consider investing in this
year.

Top 5 performing Hybrid Mutual Funds

 ICICI Prudential MIP 25: The Scheme seeks to generate regular income through
investments primarily in debt and money market instruments. As a secondary
objective, the Scheme also seeks to generate long term capital appreciation from the
portion of equity investments under the Scheme. However, there can be no
assurance that the investment objectives of the Scheme will be realized.
 SBI Debt Hybrid Fund: To provide regular income, liquidity and attractive returns to
the investors through an actively managed portfolio of debt, equity and money
market instruments. Income may be generated through the receipt of coupon
payments, the amortization of the discount on the debt instruments, receipt of
dividends or purchase and sale of securities in the underlying portfolio.
  Aditya Birla Sun Life Regular Savings Fund: An Open-ended income scheme with the
objective to generate regular income so as to make monthly payment or distribution
to unit holders with the secondary objective being growth of capital. Monthly
Income is not assured and is subject to availability of distributable surplus.
 Aditya Birla Sun Life Equity Hybrid 95 Fund: An Open ended Balanced Scheme with
the objective to generate long term growth of capital and current income, through a
portfolio with a target allocation of 60% equity and 40% debt and money market
securities. The secondary objective is income generation and distribution of
dividend.
 SBI Equity Hybrid Fund: To provide investors long term capital appreciation along
with the liquidity of open-ended scheme by investing in a mix of debt and equity.
The scheme will invest in a diversified portfolio of equities of high growth companies
and balance the risk through investing the rest in a relatively safe portfolio of debt.

Kotak Emerging Equity scheme

Category: Equity Mid cap
Launch date: 30th March 2007
Fund Manager: Punkaj Tiberiwal
Asset size: 3200 crore+
Expense ratio: 2.34%
Minimum lumpsum investment: Rs 5000
Minimum SIP: Rs 1000