Best Mutual Funds

This table lists the top-ranked equity funds based on DSIJ’s proprietary research methodology. Doing equity research since 1986, we take advantage of our research strength and experience of understanding listed companies to ascertain the expected return on the underlying stocks of each equity fund. This helps us come out with a composite score, which we call mutual fund score (MF Score). Depending upon the MF score, we rank the funds without getting biased by the historical returns of the funds. This list is quite dynamic and reflect the best return potential of the funds for the next one year.

Unique and forward-looking

  • Evaluate the underlying portfolio of stocks for each fund

  • We use our proprietary method to rank each fund based on their future return potential for the next one year

  • This helps us rank and rate the funds without getting biased by the historical returns

  • This enables us to even rank newly launched funds

  • Our ranking suggests best fund to invest at a certain point of time and on the other hand, it also suggests which funds to exit from

DSIJ Top Rated Equity Mutual Funds

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DSIJ RankScheme NamePast 1- Year Return (%)NAV (₹)AUM (₹ Cr)CategoryScheme TypeRisk Factor
1 Sundaram Emerg Small Cap III Reg Gr 8.69 19.05 297.65 Small-Cap Closed Ended Moderate
2 Sundaram Sel Micro Cap Ser XVII Reg Gr -3.50 14.41 116.47 Small-Cap Closed Ended Moderately High
3 Samco Flexi Cap Reg Gr -12.70 8.73 682.25 Flexi Cap Open Ended High
4 Sundaram Emerg Small Cap IV Reg Gr 5.84 19.01 208.10 Small-Cap Closed Ended Moderate
5 ICICI Pru S&P BSE Midcap Select ETF -9.63 91.70 25.79 Mid-Cap Open Ended Moderate Low
6 DSP Midcap Reg Gr -4.97 81.34 13213.27 Mid-Cap Open Ended Moderately High
7 Taurus Discovery (Midcap) Gr -0.71 71.09 74.20 Mid-Cap Open Ended Moderately High
8 Sundaram LT Mic capTax Ad Sr V Reg Gr 1.67 15.95 27.05 ELSS (Tax Savings) Closed Ended Moderately High
9 Tata Quant Reg Gr 2.08 10.24 39.50 Equity - Other Open Ended Moderate Low
10 DSP Dynamic Asset Alloc Reg Gr 0.12 19.49 3770.77 Dynamic Asset Allocation Open Ended High
11 LIC MF Large & Mid Cap Reg Gr -6.84 22.38 1888.67 Large & Mid-Cap Open Ended Moderate
12 IDBI Healthcare Reg Gr -13.26 15.76 49.29 Sector - Healthcare Open Ended Moderate Low
13 Sundaram LT Tax Ad Sr III Reg Gr 6.52 16.19 28.67 ELSS (Tax Savings) Closed Ended Moderately High
14 Axis NIFTY IT ETF -20.89 289.70 164.81 Sector - Technology Open Ended LOW
15 Kotak Nifty IT ETF -20.86 28.99 164.15 Sector - Technology Open Ended Moderate Low
15 Nippon India ETF Nifty IT -21.09 29.18 1075.55 Sector - Technology Open Ended Moderate
15 SBI Nifty IT ETF -21.07 291.39 62.27 Sector - Technology Open Ended Moderate Low
15 Aditya BSL Nifty IT ETF -21.07 28.53 131.46 Sector - Technology Open Ended Moderate
19 SBI Nifty Private Bank ETF 12.06 202.79 228.15 Sector - Financial Services Open Ended Moderate Low
20 Sundaram LT Mic capTax Ad Sr VI Reg Gr 4.25 15.31 31.70 Small-Cap Closed Ended Moderately High
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