Mutual Funds with High Returns and Ratios

Explore mutual funds featuring CAGR returns between 10% and 152% over 5 years, with Sortino and Sharpe Ratios indicating performance quality. AUM ranges from ₹1,000 Cr to ₹12,580 Cr.

Created by

@kiku03 kiku03

Showing 1 - 20 of 56 results

last updated at 8:00 AM IST

	NameMFs (56)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓Base Exp. RatioBase Exp. Ratio↓	↓NAVNAV↓	↓Exit LoadExit Load↓	↓Tracking ErrorTracking Error↓	↓Sortino RatioSortino Ratio↓	↓Sharpe RatioSharpe Ratio↓	↓CAGR 3YCAGR 3Y↓	↓CAGR 5YCAGR 5Y↓	↓CAGR 10YCAGR 10Y↓
1.	Nippon India Small Cap Fund Nippon India Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	80,905.55 80,905.55	0.52 0.52	203.48 203.48	1.00 1.00	4.10 4.10	0.03 0.03	0.28 0.28	13.99 13.99	17.12 17.12	20.24 20.24
2.	SBI Focused Fund SBI Focused Fund	Focused Fund Focused Fund	Growth Growth	50,180.32 50,180.32	0.59 0.59	434.96 434.96	0.25 0.25	6.45 6.45	0.03 0.03	0.34 0.34	13.76 13.76	10.29 10.29	14.70 14.70
3.	SBI Small Cap Fund SBI Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	41,059.17 41,059.17	0.61 0.61	206.53 206.53	1.00 1.00	6.04 6.04	0.02 0.02	0.18 0.18	10.75 10.75	12.38 12.38	17.70 17.70
4.	Quant Small Cap Fund Quant Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	35,572.02 35,572.02	0.62 0.62	314.58 314.58	1.00 1.00	5.39 5.39	0.06 0.06	0.55 0.55	16.76 16.76	17.85 17.85	20.60 20.60
5.	Axis Small Cap Fund Axis Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	31,448.32 31,448.32	0.53 0.53	133.33 133.33	1.00 1.00	4.08 4.08	0.03 0.03	0.33 0.33	14.40 14.40	14.69 14.69	18.99 18.99
6.	Aditya Birla SL Flexi Cap Fund Aditya Birla SL Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	27,982.49 27,982.49	0.70 0.70	2,107.82 2,107.82	1.00 1.00	2.73 2.73	0.00 0.00	0.03 0.03	13.52 13.52	10.22 10.22	13.00 13.00
7.	DSP Small Cap Fund DSP Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	21,467.11 21,467.11	0.65 0.65	250.90 250.90	1.00 1.00	10.52 10.52	0.09 0.09	0.84 0.84	16.31 16.31	16.38 16.38	16.51 16.51
8.	SBI Multi Asset Allocation Fund SBI Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	21,044.19 21,044.19	0.50 0.50	72.81 72.81	1.00 1.00	8.31 8.31	0.01 0.01	0.10 0.10	13.96 13.96	12.52 12.52	11.73 11.73
9.	Kotak Small Cap Fund Kotak Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	19,141.46 19,141.46	0.51 0.51	316.63 316.63	1.00 1.00	5.25 5.25	0.01 0.01	0.06 0.06	11.23 11.23	11.10 11.10	16.69 16.69
10.	HSBC Small Cap Fund HSBC Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	19,076.35 19,076.35	0.56 0.56	100.39 100.39	1.00 1.00	4.34 4.34	0.05 0.05	0.50 0.50	13.63 13.63	15.76 15.76	18.05 18.05
11.	SBI Gold Fund SBI Gold Fund	FoFs - Gold FoFs - Gold	Growth Growth	17,422.54 17,422.54	0.21 0.21	44.78 44.78	1.00 1.00	28.91 28.91	0.05 0.05	0.55 0.55	34.87 34.87	24.40 24.40	16.23 16.23
12.	HSBC Midcap Fund HSBC Midcap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	16,799.59 16,799.59	0.53 0.53	519.79 519.79	1.00 1.00	6.80 6.80	0.06 0.06	0.62 0.62	22.09 22.09	17.03 17.03	16.92 16.92
13.	Franklin India Small Cap Fund Franklin India Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	14,256.56 14,256.56	0.76 0.76	196.06 196.06	1.00 1.00	4.25 4.25	0.00 0.00	0.02 0.02	10.72 10.72	13.76 13.76	14.48 14.48
14.	Quant ELSS Tax Saver Fund Quant ELSS Tax Saver Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	13,103.36 13,103.36	0.67 0.67	445.19 445.19	- -	6.03 6.03	0.02 0.02	0.23 0.23	13.59 13.59	13.57 13.57	19.39 19.39
15.	HDFC Gold ETF FoF HDFC Gold ETF FoF	FoFs - Gold FoFs - Gold	Growth Growth	12,013.27 12,013.27	0.17 0.17	45.76 45.76	1.00 1.00	32.40 32.40	0.06 0.06	0.64 0.64	34.79 34.79	24.35 24.35	15.91 15.91
16.	ICICI Pru Small Cap Fund ICICI Pru Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	9,791.21 9,791.21	0.70 0.70	101.83 101.83	1.00 1.00	5.54 5.54	0.00 0.00	0.03 0.03	10.59 10.59	12.71 12.71	15.75 15.75
17.	Nippon India Pharma Fund Nippon India Pharma Fund	Sectoral Fund - Pharma & Health Care Sectoral Fund - Pharma & Health Care	Growth Growth	9,479.08 9,479.08	0.79 0.79	612.05 612.05	1.00 1.00	3.59 3.59	0.03 0.03	0.26 0.26	16.91 16.91	12.93 12.93	15.12 15.12
18.	ICICI Pru Mid Cap Fund ICICI Pru Mid Cap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	8,403.30 8,403.30	0.89 0.89	365.37 365.37	1.00 1.00	5.10 5.10	0.03 0.03	0.26 0.26	19.22 19.22	15.16 15.16	15.99 15.99
19.	Nippon India Power & Infra Fund Nippon India Power & Infra Fund	Sectoral Fund - Energy & Power Sectoral Fund - Energy & Power	Growth Growth	7,866.80 7,866.80	0.80 0.80	396.88 396.88	1.00 1.00	6.76 6.76	0.01 0.01	0.12 0.12	16.20 16.20	18.79 18.79	17.27 17.27
20.	Nippon India Gold Savings Fund Nippon India Gold Savings Fund	FoFs - Gold FoFs - Gold	Growth Growth	7,602.42 7,602.42	0.05 0.05	58.42 58.42	1.00 1.00	29.07 29.07	0.06 0.06	0.57 0.57	34.71 34.71	24.14 24.14	15.67 15.67