Contents
Large cap funds
| Fund | 3 years, a year | Rank, 3 years | Expense ratio, direct |
|---|---|---|---|
| ICICI Prudential Large Cap FundICICI Prudential Mutual Fund | 9.58% | 10 of 30 | 1.01% |
| SBI Large Cap FundSBI Mutual Fund | 8.12% | 21 of 30 | 0.87% |
| Nippon India Large Cap FundNippon India Mutual Fund | 9.97% | 8 of 30 | 0.85% |
| HDFC Large Cap FundHDFC Mutual Fund | 7.67% | 25 of 30 | 1.02% |
| Mirae Asset Large Cap FundMirae Asset Mutual Fund | 7.93% | 24 of 30 | 0.76% |
| Axis Large Cap FundAxis Mutual Fund | 7.97% | 23 of 30 | 0.91% |
| Aditya Birla Sun Life Large Cap FundAditya Birla Sun Life Mutual Fund | 8.84% | 19 of 30 | 1.05% |
| Canara Robeco Large Cap FundCanara Robeco Mutual Fund | 9.34% | 13 of 30 | 0.63% |
| UTI Large Cap FundUTI Mutual Fund | 6.73% | 29 of 30 | 1.19% |
| Kotak Large Cap FundKotak Mahindra Mutual Fund | 9.22% | 16 of 30 | 0.76% |
Largest first. Every large cap fund compared in the category guide.
Large & mid cap funds
| Fund | 3 years, a year | Rank, 3 years | Expense ratio, direct |
|---|---|---|---|
| Mirae Asset Large & Midcap FundMirae Asset Mutual Fund | 10.35% | 22 of 26 | 0.87% |
Mid cap funds
| Fund | 3 years, a year | Rank, 3 years | Expense ratio, direct |
|---|---|---|---|
| HDFC Mid Cap FundHDFC Mutual Fund | 15.32% | 14 of 29 | 0.74% |
| Kotak Mid Cap FundKotak Mahindra Mutual Fund | 15.05% | 17 of 29 | 0.54% |
| Nippon India Growth Mid Cap FundNippon India Mutual Fund | 16.36% | 10 of 29 | 0.79% |
| Motilal Oswal Midcap FundMotilal Oswal Mutual Fund | 17.11% | 7 of 29 | 0.91% |
| Axis Midcap FundAxis Mutual Fund | 15.08% | 16 of 29 | 0.80% |
| SBI Midcap FundSBI Mutual Fund | 9.18% | 28 of 29 | 1.02% |
| DSP Midcap FundDSP Mutual Fund | 12.03% | 24 of 29 | 0.84% |
| Mirae Asset Midcap FundMirae Asset Mutual Fund | 13.88% | 19 of 29 | 0.95% |
| Edelweiss Mid Cap FundEdelweiss Mutual Fund | 18.92% | 4 of 29 | 0.68% |
| HSBC Midcap FundHSBC Mutual Fund | 21.30% | 1 of 29 | 1.10% |
| Invesco India Mid Cap FundInvesco Mutual Fund | 21.20% | 2 of 29 | 0.76% |
| Sundaram Mid Cap FundSundaram Mutual Fund | 16.07% | 11 of 29 | 1.06% |
| Franklin India Mid Cap FundFranklin Templeton Mutual Fund | 13.62% | 21 of 29 | 1.13% |
| UTI Mid Cap FundUTI Mutual Fund | 10.44% | 25 of 29 | 1.27% |
| PGIM India Midcap FundPGIM India Mutual Fund | 10.24% | 26 of 29 | 0.72% |
Largest first. Every mid cap fund compared in the category guide.
Small cap funds
| Fund | 3 years, a year | Rank, 3 years | Expense ratio, direct |
|---|---|---|---|
| Nippon India Small Cap FundNippon India Mutual Fund | 13.68% | 15 of 24 | 0.68% |
| HDFC Small Cap FundHDFC Mutual Fund | 9.21% | 24 of 24 | 0.79% |
| SBI Small Cap FundSBI Mutual Fund | 10.27% | 23 of 24 | 0.80% |
| Quant Small Cap Fundquant Mutual Fund | 16.58% | 6 of 24 | 0.90% |
| Bandhan Small Cap FundBandhan Mutual Fund | 22.67% | 1 of 24 | 0.64% |
| Axis Small Cap FundAxis Mutual Fund | 13.86% | 13 of 24 | 0.69% |
| DSP Small Cap FundDSP Mutual Fund | 16.20% | 8 of 24 | 0.82% |
| Kotak Small Cap FundKotak Mahindra Mutual Fund | 10.97% | 18 of 24 | 0.64% |
| HSBC Small Cap FundHSBC Mutual Fund | 12.45% | 16 of 24 | 0.77% |
| Invesco India Small Cap FundInvesco Mutual Fund | 20.50% | 3 of 24 | 0.64% |
| Franklin India Small Cap FundFranklin Templeton Mutual Fund | 10.74% | 19 of 24 | 1.06% |
| Canara Robeco Small Cap FundCanara Robeco Mutual Fund | 10.65% | 20 of 24 | 0.73% |
| Tata Small Cap FundTata Mutual Fund | 10.34% | 21 of 24 | 0.52% |
Largest first. Every small cap fund compared in the category guide.
Flexi cap funds
| Fund | 3 years, a year | Rank, 3 years | Expense ratio, direct |
|---|---|---|---|
| Parag Parikh Flexi Cap FundPPFAS Mutual Fund | 12.45% | 16 of 36 | 0.69% |
| HDFC Flexi Cap FundHDFC Mutual Fund | 14.74% | 7 of 36 | 0.75% |
| Kotak Flexi Cap FundKotak Mahindra Mutual Fund | 10.41% | 22 of 36 | 0.66% |
| Aditya Birla Sun Life Flexi Cap FundAditya Birla Sun Life Mutual Fund | 14.01% | 11 of 36 | 0.91% |
| ICICI Prudential Flexi Cap FundICICI Prudential Mutual Fund | 14.59% | 9 of 36 | 0.88% |
| UTI Flexi Cap FundUTI Mutual Fund | 7.56% | 34 of 36 | 1.16% |
| SBI Flexicap FundSBI Mutual Fund | 7.46% | 35 of 36 | 1.24% |
| Franklin India Flexi Cap FundFranklin Templeton Mutual Fund | 9.63% | 27 of 36 | 0.98% |
| Motilal Oswal Flexi Cap FundMotilal Oswal Mutual Fund | 16.71% | 3 of 36 | 1.18% |
| Axis Flexi Cap FundAxis Mutual Fund | 12.57% | 15 of 36 | 0.84% |
| Canara Robeco Flexi Cap FundCanara Robeco Mutual Fund | 10.79% | 21 of 36 | 0.71% |
| DSP Flexi Cap FundDSP Mutual Fund | 9.93% | 25 of 36 | 0.87% |
| Nippon India Flexi Cap FundNippon India Mutual Fund | 9.11% | 29 of 36 | 0.65% |
Largest first. Every flexi cap fund compared in the category guide.
ELSS funds
| Fund | 3 years, a year | Rank, 3 years | Expense ratio, direct |
|---|---|---|---|
| Axis ELSS Tax Saver FundAxis Mutual Fund | 9.43% | 22 of 37 | 1.05% |
| SBI ELSS Tax Saver FundSBI Mutual Fund | 12.37% | 9 of 37 | 1.23% |
| Mirae Asset ELSS Tax Saver FundMirae Asset Mutual Fund | 10.93% | 15 of 37 | 1.02% |
| DSP ELSS Tax Saver FundDSP Mutual Fund | 12.02% | 10 of 37 | 0.90% |
| HDFC ELSS Tax Saver FundHDFC Mutual Fund | 11.69% | 11 of 37 | 1.20% |
| Nippon India ELSS Tax Saver FundNippon India Mutual Fund | 11.12% | 14 of 37 | 1.13% |
| Aditya Birla Sun Life ELSS Tax Saver FundAditya Birla Sun Life Mutual Fund | 9.78% | 18 of 37 | 1.07% |
| ICICI Prudential ELSS Tax Saver FundICICI Prudential Mutual Fund | 9.57% | 20 of 37 | 1.21% |
| Quant ELSS Tax Saver Fundquant Mutual Fund | 13.76% | 6 of 37 | 1.22% |
Largest first. Every ELSS fund compared in the category guide.
This page is educational research based on AMFI data and Genvest’s own analysis. It is not a recommendation to invest in any scheme, or personalised investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not guarantee future returns. Registration granted by SEBI, enlistment with IAASB and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.