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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

Filter
DSIJ RankScheme NamePast 1- Year Return (%)NAV (₹)AUM (₹ Cr)CategoryScheme TypeRisk Factor
1 ICICI Prudential Nifty PSU Bank ETF 89.30 70.34 28.39 Sector - Financial Services Open Ended LOW
2 Kotak Nifty PSU Bank ETF 96.75 696.18 1379.35 Sector - Financial Services Open Ended LOW
3 Nippon India ETF Nifty PSU Bank BeES 88.78 77.64 2560.70 Sector - Financial Services Open Ended LOW
4 Tata Quant Reg Gr 31.55 13.59 54.73 Equity - Other Open Ended LOW
5 ICICI Pru Nifty Financial Svcs Ex-Bk ETF 47.40 23.06 74.48 Sector - Financial Services Open Ended Moderate
6 Principal Small Cap Reg Gr 74.25 24.73 512.88 Small-Cap Open Ended Moderately High
7 Motilal Oswal S&P BSE Fi ex Bk 30 Reg Gr 50.36 13.72 11.24 Index Funds Open Ended Moderate
8 Tata Banking & Financial Svcs Reg Gr 25.07 33.71 1944.17 Sector - Financial Services Open Ended Moderate
9 Edelweiss ETF - Nifty Bank 18.57 4579.84 1.73 Sector - Financial Services Open Ended LOW
10 SBI Nifty Bank ETF 16.82 476.03 4559.66 Sector - Financial Services Open Ended LOW
10 Kotak Nifty Bank ETF 19.83 480.83 4603.65 Sector - Financial Services Open Ended LOW
10 Navi Nifty Bank Index Reg Gr 15.71 12.16 480.50 Index Funds Open Ended LOW
10 HDFC Nifty Bank ETF 16.80 47.69 2310.71 Sector - Financial Services Open Ended LOW
10 Motilal Oswal Nifty Bank Index Reg Gr 15.84 16.71 521.73 Index Funds Open Ended LOW
10 DSP Nifty Bank ETF 16.88 47.43 187.86 Sector - Financial Services Open Ended LOW
16 Nippon India ETF Nifty Bank BeES 16.85 480.10 6120.03 Sector - Financial Services Open Ended LOW
17 ICICI Pru Nifty Bank Index Reg Gr 15.88 13.19 334.31 Index Funds Open Ended LOW
18 UTI Nifty Bank ETF 16.88 47.87 2966.12 Sector - Financial Services Open Ended LOW
19 Axis NIFTY Bank ETF 16.77 477.97 159.95 Sector - Financial Services Open Ended LOW
20 Aditya BSL Nifty Bank ETF 16.85 47.49 2537.24 Sector - Financial Services Open Ended LOW
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DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

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