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 28 results

last updated at 8:00 AM IST

	NameMFs (28)↓	↓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.	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	302.46 302.46	1.00 1.00	5.41 5.41	0.02 0.02	0.19 0.19	15.73 15.73	17.07 17.07	20.12 20.12
2.	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	238.72 238.72	1.00 1.00	11.15 11.15	0.06 0.06	0.57 0.57	14.69 14.69	15.97 15.97	15.67 15.67
3.	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	93.64 93.64	1.00 1.00	4.41 4.41	0.00 0.00	0.03 0.03	10.98 10.98	15.31 15.31	17.03 17.03
4.	SBI Gold Fund SBI Gold Fund	FoFs - Gold FoFs - Gold	Growth Growth	17,422.54 17,422.54	0.21 0.21	43.34 43.34	1.00 1.00	28.41 28.41	0.05 0.05	0.48 0.48	31.51 31.51	23.38 23.38	15.84 15.84
5.	HSBC Midcap Fund HSBC Midcap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	16,799.59 16,799.59	0.53 0.53	493.22 493.22	1.00 1.00	6.82 6.82	0.03 0.03	0.32 0.32	20.21 20.21	16.53 16.53	16.07 16.07
6.	HDFC Gold ETF FoF HDFC Gold ETF FoF	FoFs - Gold FoFs - Gold	Growth Growth	12,013.27 12,013.27	0.17 0.17	44.25 44.25	1.00 1.00	31.92 31.92	0.04 0.04	0.47 0.47	31.52 31.52	23.19 23.19	15.65 15.65
7.	Nippon India Gold Savings Fund Nippon India Gold Savings Fund	FoFs - Gold FoFs - Gold	Growth Growth	7,353.12 7,353.12	0.05 0.05	56.55 56.55	1.00 1.00	28.54 28.54	0.05 0.05	0.52 0.52	31.33 31.33	23.06 23.06	15.50 15.50
8.	ICICI Pru Gold ETF FOF ICICI Pru Gold ETF FOF	FoFs - Gold FoFs - Gold	Growth Growth	7,149.02 7,149.02	0.15 0.15	45.37 45.37	1.00 1.00	31.77 31.77	0.05 0.05	0.50 0.50	31.54 31.54	23.20 23.20	15.71 15.71
9.	Kotak Gold Fund Kotak Gold Fund	FoFs - Gold FoFs - Gold	Growth Growth	6,996.08 6,996.08	0.13 0.13	57.33 57.33	1.00 1.00	31.13 31.13	0.05 0.05	0.48 0.48	31.54 31.54	23.05 23.05	15.56 15.56
10.	Quant Multi Asset Allocation Fund Quant Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	6,608.27 6,608.27	0.55 0.55	176.14 176.14	1.00 1.00	8.85 8.85	0.05 0.05	0.46 0.46	21.11 21.11	17.92 17.92	18.19 18.19
11.	DSP India T.I.G.E.R Fund DSP India T.I.G.E.R Fund	Sectoral Fund - Infrastructure Sectoral Fund - Infrastructure	Growth Growth	6,264.82 6,264.82	0.73 0.73	363.94 363.94	1.00 1.00	8.81 8.81	0.02 0.02	0.18 0.18	17.45 17.45	19.30 19.30	16.44 16.44
12.	Aditya Birla SL Small Cap Fund Aditya Birla SL Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	6,119.62 6,119.62	0.76 0.76	106.41 106.41	1.00 1.00	10.99 10.99	0.03 0.03	0.25 0.25	12.36 12.36	11.84 11.84	12.27 12.27
13.	SBI Healthcare Opp Fund SBI Healthcare Opp Fund	Sectoral Fund - Pharma & Health Care Sectoral Fund - Pharma & Health Care	Growth Growth	5,870.00 5,870.00	0.73 0.73	553.37 553.37	0.50 0.50	4.35 4.35	0.05 0.05	0.42 0.42	21.52 21.52	17.62 17.62	13.97 13.97
14.	Sundaram Small Cap Fund Sundaram Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	4,106.99 4,106.99	0.73 0.73	308.24 308.24	1.00 1.00	5.58 5.58	0.01 0.01	0.09 0.09	13.31 13.31	14.50 14.50	13.73 13.73
15.	ICICI Pru US Bluechip Equity Fund ICICI Pru US Bluechip Equity Fund	Thematic Fund - Global Thematic Fund - Global	Growth Growth	3,797.49 3,797.49	0.97 0.97	93.11 93.11	1.00 1.00	13.53 13.53	0.11 0.11	0.96 0.96	20.16 20.16	13.27 13.27	17.01 17.01
16.	Aditya Birla SL Medium Term Fund Aditya Birla SL Medium Term Fund	Medium Term Medium Term	Growth Growth	3,369.72 3,369.72	0.71 0.71	47.81 47.81	1.00 1.00	3.17 3.17	0.22 0.22	1.27 1.27	10.39 10.39	12.51 12.51	8.93 8.93
17.	Axis Gold Fund Axis Gold Fund	FoFs - Gold FoFs - Gold	Growth Growth	3,133.74 3,133.74	0.25 0.25	44.70 44.70	1.00 1.00	35.22 35.22	0.04 0.04	0.46 0.46	31.30 31.30	23.20 23.20	15.24 15.24
18.	Union Small Cap Fund Union Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	2,731.92 2,731.92	0.77 0.77	62.07 62.07	1.00 1.00	6.60 6.60	0.05 0.05	0.46 0.46	13.67 13.67	15.73 15.73	16.34 16.34
19.	DSP Natural Res & New Energy Fund DSP Natural Res & New Energy Fund	Sectoral Fund - Energy & Power Sectoral Fund - Energy & Power	Growth Growth	2,528.45 2,528.45	0.76 0.76	114.53 114.53	- -	10.15 10.15	0.04 0.04	0.45 0.45	17.89 17.89	14.27 14.27	15.76 15.76
20.	Bank of India Aggressive Hybrid Fund Bank of India Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	2,195.61 2,195.61	0.56 0.56	45.12 45.12	1.00 1.00	5.68 5.68	0.04 0.04	0.43 0.43	14.78 14.78	13.59 13.59	15.30 15.30