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BEST MUTUAL FUNDS TO INVEST by Sonu Thakur
BEST MUTUAL FUNDS TO INVEST by Sonu Thakur
S.NO Mutual funds name 1yr Return 3yr Return 5yr Return 10yr Retrun Exp. Ratio Groww Exp. Alpha Ratio Sharpe Ratio Sortino Ratio Beta S.D
1 Axis Small Cap Fund 43.24% 26.94% 26.68% 22.67% 1.63% 0.52% 22.20 3.25 5.04 0.61 10.64
2 HDFC Small Cap Fund 52.38% 32.57% 23.53% 21.21% 1.57% 0.67% 28.10 3.44 4.96 0.67 12.08
3 Parag Parikh Flexi Cap Fund 39.23% 22.30% 22.98% 19.15% 1.32% 0.62% 17.41 3.54 6.13 0.69 8.84
4 Aditya Birla SL Focused Fund (G) 38.56% 18.00% 15.52% 14.86% 1.83% 0.00% 12.5 3.19 5.64 0.92 9.74
5 HDFC Retirement Saving Fund Equity Plan 40.08% 26.06% 21.39% NA 1.82% 0.00% 31.75 3.65 5.86 0.19 8.86
6 ICICI Prudential Focused Equity Fund 47.35% 24.57% 19.70% 15.56% 1.78% 0.56% 21.29 3.95 6.95 0.8 9.48
7 Mirae Asset Large & MidCap Fund Direct Growth 41.33% 20.59% 21.34% 23.20% 0.61% 0.61% 1.71 1.07 1.86 0.89 -
8 Kotak Equity Opportunity Fund 45.37% 22.87% 20.13% 18.29% 1.62% 0.53% 19.18 3.45 5.5 0.85 10.56
9 ICICI Prudential Retirement Fund -Pure Equity (G) 62.09% 31.25% 21.87% NA 2.29% 0.71% 47.12 3.77 5.9 0.2 12.66
10 Nippon India Small Cap Fund (G) 61.28% 36.23% 30.71% 27.05% 1.52% 0.70% 32.41 3.8 5.46 0.72 12.36
11 HDFC Mid Cap Opportunites Direct Plan Growth 57.41% 29.68% 24.06% 21.11% 1.42% 0.78% 28.1 3.64 5.54 0.77 12.01
12 Kotak Small Cap Fund (G) 42.51% 24.65% 26.62% 21.88% 1.65% 0.46% 21.5 3.2 4.67 0.61 10.61