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TOP NEWS

Investment Rs 10,000 a month in SIP in HDFC Flexi Cap Fund is now worth Rs 15 crore, says HDFC AMC’s Navneet Munot
Navneet Munot, MD & CEO of HDFC Asset Management and AMFI Chairman
live

BEST MUTUAL FUNDS

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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)
JM Flexicap Fund (Direct) Growth Option JM Flexicap Fund (Direct) Growth Option
1Out of 31
₹84.43
34.46%
21.48%
Very High Risk
₹717.77 Cr
Bank of India Flexi Cap Fund Direct Growth Bank of India Flexi Cap Fund Direct Growth
2Out of 31
₹28.51
33.61%
21.48%
Very High Risk
₹426.96 Cr
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
3Out of 31
₹69.15
31.95%
21.48%
Very High Risk
₹44,037.86 Cr
Invesco India Flexi Cap Fund Direct Growth Invesco India Flexi Cap Fund Direct Growth
4Out of 31
--
₹14.12
29.14%
21.48%
Very High Risk
₹1,111.64 Cr
Nippon India Flexi Cap Fund Direct Growth Nippon India Flexi Cap Fund Direct Growth
5Out of 31
--
₹14.35
27.32%
21.48%
Very High Risk
₹4,844.70 Cr
WhiteOak Capital Flexi Cap Fund Direct Growth WhiteOak Capital Flexi Cap Fund Direct Growth
6Out of 31
--
₹13.63
27.15%
21.48%
Very High Risk
₹2,374.57 Cr
JM Flexicap Fund (Direct) Growth Option JM Flexicap Fund (Direct) Growth Option
Very High Risk
  • Category Rank
    1Out of 31
  • NAV ₹84.43
  • Fund Size ₹717.77 Cr
Fund Return 34.46%
Category Return 21.48%
Bank of India Flexi Cap Fund Direct Growth Bank of India Flexi Cap Fund Direct Growth
Very High Risk
  • Category Rank
    2Out of 31
  • NAV ₹28.51
  • Fund Size ₹426.96 Cr
Fund Return 33.61%
Category Return 21.48%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • Category Rank
    3Out of 31
  • NAV ₹69.15
  • Fund Size ₹44,037.86 Cr
Fund Return 31.95%
Category Return 21.48%
Invesco India Flexi Cap Fund Direct Growth Invesco India Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    4Out of 31
  • NAV ₹14.12
  • Fund Size ₹1,111.64 Cr
Fund Return 29.14%
Category Return 21.48%
Nippon India Flexi Cap Fund Direct Growth Nippon India Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    5Out of 31
  • NAV ₹14.35
  • Fund Size ₹4,844.70 Cr
Fund Return 27.32%
Category Return 21.48%
WhiteOak Capital Flexi Cap Fund Direct Growth WhiteOak Capital Flexi Cap Fund Direct Growth
Very High Risk --
  • Category Rank
    6Out of 31
  • NAV ₹13.63
  • Fund Size ₹2,374.57 Cr
Fund Return 27.15%
Category Return 21.48%
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 Lodha
Manish Lodha
3Y Performance
27.58%
Scheme Name
Mahindra Manulife Large & Mid Cap Fund Direct Growth
AMC
Mahindra Manulife Investment Management Pvt. Ltd.
Gopal Agrawal
Gopal Agrawal
3Y Performance
28.89%
Scheme Name
HDFC Large and Mid Cap Fund Direct Growth
AMC
HDFC Asset Management Co Ltd
Ihab Dalwai
Ihab Dalwai
3Y Performance
27.85%
Scheme Name
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
AMC
ICICI Prudential Asset Management Company Limited
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

"Has MF Liquidity Been Oversold? The SBI Funds Management Ltd View
thumb 27:09
"Exclusive: Market Guru Tejas Gutka, Fund Manager, Tata Mutual Fund
thumb 28:59
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CATEGORY AVERAGE RETURNS (in %)

All Categories
Equity Funds
Hybrid Funds
Debt Funds
Liquid
Commodities
Alternative
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Equity: Small-Cap
1.22
6.66
9.74
34.87
33.64
24.55
22.95
Equity: Infrastructure
1.70
10.60
11.98
34.42
33.12
21.54
18.43
Equity: Mid-Cap
1.79
8.95
9.99
31.54
26.94
20.45
20.60
Equity: Dividend Yield
1.68
10.30
10.30
28.78
22.90
17.14
16.15
Equity: Value
1.97
10.11
10.40
27.58
23.10
17.33
18.11
Equity: Sector - Healthcare
0.50
4.81
5.73
27.22
13.71
21.10
15.99
Equity: Multi-Cap
1.79
8.85
9.23
26.19
24.97
19.71
18.82
Equity: Contra
1.96
10.11
10.25
25.46
22.34
17.53
17.67
Equity: Large and Mid-Cap
1.69
8.75
8.41
23.28
22.71
17.68
17.58
Equity: Flexi Cap
1.67
8.62
8.38
22.14
19.64
16.46
16.52
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Small-Cap
1.22
6.66
9.74
34.87
33.64
24.55
22.95
Infrastructure
1.70
10.60
11.98
34.42
33.12
21.54
18.43
Mid-Cap
1.79
8.95
9.99
31.54
26.94
20.45
20.60
Dividend Yield
1.68
10.30
10.30
28.78
22.90
17.14
16.15
Value
1.97
10.11
10.40
27.58
23.10
17.33
18.11
Sector - Healthcare
0.50
4.81
5.73
27.22
13.71
21.10
15.99
Multi-Cap
1.79
8.85
9.23
26.19
24.97
19.71
18.82
Contra
1.96
10.11
10.25
25.46
22.34
17.53
17.67
Large and Mid-Cap
1.69
8.75
8.41
23.28
22.71
17.68
17.58
Flexi Cap
1.67
8.62
8.38
22.14
19.64
16.46
16.52
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Aggressive Allocation
1.19
6.37
5.48
16.35
16.54
14.04
14.33
Dynamic Asset Allocation
1.13
5.60
5.12
14.80
12.29
11.37
12.15
Equity Savings
0.65
3.03
3.23
10.83
9.69
8.81
8.22
Conservative Allocation
0.56
2.37
2.09
8.46
8.37
7.62
7.78
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Credit Risk
0.20
0.59
1.87
7.18
9.18
4.64
5.95
Floating Rate
0.12
0.54
1.23
6.99
5.09
6.11
6.30
Low Duration
0.10
0.45
1.32
6.41
4.78
5.03
5.67
Government Bond
0.42
1.05
1.11
6.30
3.83
6.28
7.32
Ultra Short Duration
0.09
0.43
1.39
6.19
4.71
4.83
5.63
Money Market
0.09
0.44
1.33
6.15
4.79
5.29
5.74
Short Duration
0.21
0.59
1.20
5.97
4.71
5.70
6.18
Banking and PSU
0.16
0.52
1.19
5.93
4.29
6.10
6.22
Corporate Bond
0.17
0.55
0.99
5.89
4.10
5.95
6.48
Medium to Long Duration
0.37
0.90
0.82
5.83
4.16
5.53
6.35
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Liquid
0.09
0.41
1.32
6.06
4.39
4.20
5.18
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Sector - Precious Metals
0.06
4.56
5.57
11.10
7.67
13.64
6.98
Categories
1W
1M
3M
1Y
3Y
5Y
10Y
Arbitrage Fund
0.01
0.26
1.43
6.95
4.86
4.73
5.81

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

TOP EXCHANGE TRADED FUNDS

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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
ICICI Prudential Nifty 200 Momentum 30 ETF ICICI Prudential Nifty 200 Momentum 30 ETF
₹27.73
169,456
14.42%
--
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Aditya Birla Sun Life Nifty 200 Momentum 30 ETF
₹27.56
103,584
14.38%
--
Motilal Oswal S&P BSE Enhanced Value ETF Motilal Oswal S&P BSE Enhanced Value ETF
₹76.50
30,599
13.73%
9.29%
UTI Nifty Next 50 ETF UTI Nifty Next 50 ETF
₹54.96
522,575
12.93%
8.56%
SBI Nifty Next 50 ETF SBI Nifty Next 50 ETF
₹544.63
10,198
12.93%
8.56%
ICICI Prudential Nifty Next 50 ETF ICICI Prudential Nifty Next 50 ETF
₹53.73
41,846
12.93%
8.56%
ICICI Prudential Nifty 200 Momentum 30 ETF ICICI Prudential Nifty 200 Momentum 30 ETF
Very High Risk
  • EOD Price ₹27.73
  • Fund Size ₹11.01 Cr
  • EOD Volume 169,456
1 Month Return 14.42%
Category Return --
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Aditya Birla Sun Life Nifty 200 Momentum 30 ETF
Very High Risk
  • EOD Price ₹27.56
  • Fund Size ₹14.22 Cr
  • EOD Volume 103,584
1 Month Return 14.38%
Category Return --
Motilal Oswal S&P BSE Enhanced Value ETF Motilal Oswal S&P BSE Enhanced Value ETF
Very High Risk
  • EOD Price ₹76.50
  • Fund Size ₹10.56 Cr
  • EOD Volume 30,599
1 Month Return 13.73%
Category Return 9.29%
UTI Nifty Next 50 ETF UTI Nifty Next 50 ETF
Very High Risk
  • EOD Price ₹54.96
  • Fund Size ₹1,364.35 Cr
  • EOD Volume 522,575
1 Month Return 12.93%
Category Return 8.56%
SBI Nifty Next 50 ETF SBI Nifty Next 50 ETF
Very High Risk
  • EOD Price ₹544.63
  • Fund Size ₹1,638.83 Cr
  • EOD Volume 10,198
1 Month Return 12.93%
Category Return 8.56%
ICICI Prudential Nifty Next 50 ETF ICICI Prudential Nifty Next 50 ETF
Very High Risk
  • EOD Price ₹53.73
  • Fund Size ₹351.00 Cr
  • EOD Volume 41,846
1 Month Return 12.93%
Category Return 8.56%
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)

Whiteoak Capital Large & Mid Cap Fund Direct Growth Whiteoak Capital Large & Mid Cap Fund Direct Gr...
Equity Large and Mid-Cap
  • Open Date Dec 01, 2023
  • Close Date Dec 15, 2023
  • Risk level Very High Risk
  • Min. Investment ₹500
Samco Dynamic Asset Allocation Fund Direct Growth Samco Dynamic Asset Allocation Fund Direct Growth
Allocation Dynamic Asset Allocation
  • Open Date Dec 07, 2023
  • Close Date Dec 21, 2023
  • Risk level Very High Risk
  • Min. Investment ₹5,000
Motilal Oswal Small Cap Fund Direct Growth Motilal Oswal Small Cap Fund Direct Growth
Equity Small-Cap
  • Open Date Dec 05, 2023
  • Close Date Dec 19, 2023
  • Risk level Very High Risk
  • Min. Investment ₹500
Axis India Manufacturing Fund Direct Growth Axis India Manufacturing Fund Direct Growth
Equity Equity - Other
  • Open Date Dec 01, 2023
  • Close Date Dec 15, 2023
  • Risk level Very High Risk
  • Min. Investment ₹500

HOT STOCKS

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

TOOLS & CALCULATOR

  • 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  Our online investment calculator can tell you the Calculate Now

COMPARISON

Equity Linked Saving Schemes (ELSS) vs other investments under Section 80C
Investment Type
ELSS (Tax Savings)
3 Year Return
20.14%
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

Quant Tax Plan Growth Option Direct Plan Quant Tax Plan Growth Option Direct Plan
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 342.28
  • Fund Size ₹ 4,956.53 Cr
  • Rating
3 Year Return 35.24%
Category Return 20.14%
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth Bandhan Tax Advantage (ELSS) Fund - Direct Plan...
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 144.22
  • Fund Size ₹ 5,039.66 Cr
  • Rating
3 Year Return 27.43%
Category Return 20.14%
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 ₹ 154.51
  • Fund Size ₹ 860.31 Cr
  • Rating
3 Year Return 25.78%
Category Return 20.14%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 26.50
  • Fund Size ₹ 2,137.73 Cr
  • Rating
3 Year Return 24.71%
Category Return 20.14%
DSP Tax Saver Fund Direct Plan Growth DSP Tax Saver Fund Direct Plan Growth
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 117.27
  • Fund Size ₹ 11,693.11 Cr
  • Rating
3 Year Return 23.82%
Category Return 20.14%
Kotak Tax Saver-Scheme-Growth - Direct Kotak Tax Saver-Scheme-Growth - Direct
Very High Risk Equity ELSS (Tax Savings)
  • NAV ₹ 107.05
  • Fund Size ₹ 4,122.24 Cr
  • Rating
3 Year Return 22.53%
Category Return 20.14%
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 Oct 2023
Change in number of shares on a MOM basis
ICICI Bank Ltd ICICI Bank Ltd
30,46,99,499
39,11,890
HDFC Bank Ltd HDFC Bank Ltd
19,98,93,140
21,95,725
ITC Ltd ITC Ltd
19,01,74,010
-48,17,206
Infosys Ltd Infosys Ltd
12,20,96,773
-23,06,217
Larsen & Toubro Ltd Larsen & Toubro Ltd
4,98,08,226
1,31,083
IndusInd Bank Ltd IndusInd Bank Ltd
1,54,37,276
12,79,087

POPULAR INDUSTRIES

Top themes in the Mutual Fund space in terms of investments
E Electronic Gaming Multimedia New
  • ₹ 331.66 Cr Investment in Oct 2023
  • 2.05% Monthly change
R Restaurants
  • ₹ 203.81 Cr Investment in Oct 2023
  • 0.73% Monthly change
I Internet Retail
  • ₹ 151.55 Cr Investment in Oct 2023
  • 1.07% Monthly change
S Specialty Finance
  • ₹ 125.71 Cr Investment in Oct 2023
  • 0.70% Monthly change
F Financial Exchanges
  • ₹ 103.99 Cr Investment in Oct 2023
  • 1.57% Monthly change
R Railroads
  • ₹ 102.89 Cr Investment in Oct 2023
  • 0.59% Monthly change

ASSET MANAGEMENT COMPANY(AMC)

As on Oct 2023
ICICI Prudential Asset Management Company Limited ICICI Prudential Asset Management Company Limited AUM ₹ 5,76,547.31 Cr SBI Funds Management Ltd SBI Funds Management Ltd AUM ₹ 5,57,516.91 Cr HDFC Asset Management Co Ltd HDFC Asset Management Co Ltd AUM ₹ 5,25,075.31 Cr Kotak Mahindra Asset Management Co Ltd Kotak Mahindra Asset Management Co Ltd AUM ₹ 3,35,007.06 Cr Aditya Birla Sun Life AMC Ltd Aditya Birla Sun Life AMC Ltd AUM ₹ 3,01,954.97 Cr Nippon Life India Asset Management Ltd Nippon Life India Asset Management Ltd AUM ₹ 2,75,351.25 Cr Axis Asset Management Company Limited Axis Asset Management Company Limited AUM ₹ 2,59,014.01 Cr UTI Asset Management Co Ltd UTI Asset Management Co Ltd AUM ₹ 1,70,643.36 Cr
AUM: Assets under management
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