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Best Mutual Funds 2025 by Ritesh

The document lists the best mutual funds for 2025, categorized by fund type and sorted by 3-year rolling returns and 10-year CAGR. It emphasizes the importance of selecting direct growth plans and considering expense ratios and exit loads for long-term investments. Various funds are highlighted across large cap, mid cap, small cap, flexi cap, multi cap, and ELSS categories, showcasing their performance metrics.

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0% found this document useful (0 votes)
173 views3 pages

Best Mutual Funds 2025 by Ritesh

The document lists the best mutual funds for 2025, categorized by fund type and sorted by 3-year rolling returns and 10-year CAGR. It emphasizes the importance of selecting direct growth plans and considering expense ratios and exit loads for long-term investments. Various funds are highlighted across large cap, mid cap, small cap, flexi cap, multi cap, and ELSS categories, showcasing their performance metrics.

Uploaded by

harvbrisk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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01-03, 2:17 pm

Best Mutual Funds 2025 by Ritesh


All Below Funds are sorted based on Rolling Returns for multiyear periods and 10Y CAGR.

Please Note : Always buy Direct Growth Plans


Keep Expense Ratio and Exit Load as a parameter before investing for long term 👍
Large Cap Funds (Nifty 100)
1. Sorted by 3Y Rolling Returns (High to Low)
Nippon Large Cap Fund > 24.64%
JM Large Cap Fund >21.63%
ICICI Pru Bluechip > 21.33%
HDFC Large Cap Fund > 21.27%
Baroda BNP Paribas Large Cap Fund >20.24%

2. Sorted by 10Y CAGR (High to Low)


Nippon Large Cap Fund > 15.12%
Canara Rob Bluechip Equity Fund > 15%
Invesco India Large Cap Fund > 14.93%
ICICI Pru Bluechip Fund > 14.72%
Baroda BNP Paribas Large Cap Fund > 14.49%

Mid Cap Funds (Nifty Midcap 150)


1. Sorted by 3Y Rolling Returns
Motilal Oswal Mid Cap Fund > 38.66%
Quant Mid Cap Fund > 35.11%
Mahindra Manulife Mid Cap Fund > 31.17%
HDFC Mid-Cap Opporunities Fund > 30.99%
Nippon India Growth Fund > 30.51%

2. Sorted by 10Y CAGR


Motilal Oswal Mid Cap Fund > 21.97%
Edelweiss Mid Cap Funs > 20.47%
Kotak Emerging Equity Fund > 20%
Invesco India Midcap Fund > 19.90%
Quant Mid Cap Fund > 19.44%

Large & Mid Cap Funds (Nifty 250)


1. Sorted by 3Y Rolling Returns
Quant Large & Midcap Fund > 30.53%
Motilal Oswal Large & Midcap Fund > 29.11%
Bandhan Core Equity Fund > 28.20%
ICICI Pru Large & Mid Cap Fund > 26.75%
HDFC Large & Mid Cap Fund > 26.5%
2. Sorted by 10Y CAGR
Mirae Asset Large & Midcap Fund > 19.03%
Quant Large & Mid Cap Fund > 18.93%
Canara Robeco Emerging Equities Fund > 17.76%
Invesco India Large & Mid Cap Fund > 17.62%
Bandhan Core Equity Fund > 17.5%

Small Cap Funds (Nifty Smallcap 250)


1. Sorted by 3Y Rolling Returns & Minimum Drawdowns
Bandhan Small Cap Fund > 34.20%
Tata Small Cap Fund > 31.98%
Invesco India Small Cap Fund > 31.27%
Edelweiss Small Cap Fund > 30.17%
ITI Small Cap Fund > 28.29
2. Sorted by 10Y CAGR
Nippon India Small Cap Fund > 23.06%
HSBC Small Cap Fund > 21.43%
SBI Small Cap Fund > 21.42%
Quant Small Cap > 21.36 %
Axis Small Cap Fund > 20.51%

Flexi Cap Funds


1. Sorted by 3Y Rolling Returns & Minimum Drawdowns
JM Flexi Cap Fund > 31.03%
Quant Flexi Cap Fund > 30.1%
ICICI Pru Retirement Fund > 29.78%
HDFC Flexi Cap Fund > 27.1%
HDFC Retirement Fund > 25.1%

2. Sorted by 10Y CAGR


Quant Flexi Cap Fund > 19.48%
JM Flexi Cap Fund > 18.63%
Parag Parikh Flexi Cap Fund > 18.44%
Motilal Oswal Flexi Cap Fund > 16.48%
Tata Retirement Sav Fund > 15.72%

Multi Cap Funds


1. Sorted by 3Y Rolling Returns & Minimum Drawdowns
Kotak Multi Cap Fund > 35%
HDFC Multi Cap Fund > 34.6%
Axis Multicap Fund > 32.6%
Nippon India Multi Cap Fund > 31.4%
Bandhan Multi Cap Fund > 28.7%

Equity Linked Savings Scheme Funds (ELSS Tax Saver Funds)


1. Sorted by 3Y Rolling Returns
Quant ELSS Tax Saver Fund > 29.45%
BOI ELSS Tax Saver Fund > 24.94%
JM ELSS Tax Saver Fund > 24.10%
DSP ELSS Tax Saver Fund > 22.64%
Bandhan ELSS Tax Saver Fund > 22.34%

2. Sorted by 10Y CAGR


Quant ELSS Tax Saver Fund > 21.37%
BOI ELSS Tax Saver Fund > 17.84%
JM ELSS Tax Saver Fund > 17.22%
DSP ELSS Tax Saver Fund > 17.09%
Bandhan ELSS Tax Saver Fund > 16.45%

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