fundsupermart.com

FUNDS THAT WE RECOMMEND

We strive to analyze funds with as long a comparable history as possible and only within their peer group. For a look at our methodology, please go to here. Please note that while we hope that these recommendations would be useful for investors, you are also advised to look at the fund's prospectus and do your own further research before making your investment decisions.

We advise investors to have a diversified portfolio that is spread over the whole world. The recommended funds should not be seen as being recommended in isolation. These funds are what we would recommend amongst their peer groups if you would like to invest in a fund from a particular sector or region. So, if you are interested in funds from one region like Japan, then you can see the recommended funds we have within the Japan region. There is little basis of comparing a Japan fund with a Europe fund.

For investors who are also interested in an allocation to the various sectors, we suggest that you refer to our Sector Star Ratings page which shows our views towards the various regions. For aggressive investors who wish to take more risk for the purpose of potentially higher returns, you can take note of the articles we sometimes put out highlighting Fundsupermart's view of a particular region. For a more detailed description of why we recommend any particular fund, please click on the recommended fund's name below:

Debt - GILT Gilt Short Duration Medium to Long Duration Dynamic Bond Corporate Bond Credit Risk Large Cap Banking Pharma Technology Small Cap Value Focused - Multi Cap Consumption Multi Cap Midcap Dividend Yield ELSS Global Infrastructure Aggressive Hybrid Conservative Hybrid Equity Savings
Funds Recommended Invested over the length of time
3 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5 yr (%) YTD (%)
SBI MAGNUM GILT FUND- GROWTH 2.46 6.27 10.07 25.13 61.48 1.67
UTI GILT FUND- GROWTH 2.65 6.92 10.71 28.15 61.73 1.96
ADITYA BSL SHORT TERM OPPORTUNITIES FUND- GROWTH 1.7 6.97 13.61 23.64 50.17 2.13
BARODA PIONEER SHORT TERM BOND FUND- GROWTH 1.96 7.15 14.56 25.68 49.84 2.27
BOI AXA SHORT TERM INCOME FUND- GROWTH 1.59 6.18 12.36 22.99 46.91 1.96
DHFL PRAMERICA SHORT MATURITY FUND PREMIUM PLUS PLAN - QUARTERLY DIVIDEND REINVESTMENT - - - - - -
DHFL PRAMERICA SHORT MATURITY FUND- GROWTH 1.09 5.03 11.95 22.19 46.94 1.53
FRANKLIN INDIA SHORT TERM INCOME PLAN- GROWTH 1.77 8.46 17.46 29.89 54.94 2.21
HDFC REGULAR SAVINGS FUND- GROWTH 1.27 5.59 15.46 26.77 49.94 -
HDFC SHORT TERM DEBT FUND- GROWTH 2.05 7.43 14.57 24.24 49.14 2.57
ICICI PRUDENTIAL BOND FUND- GROWTH 2.2 6.03 11.61 21.73 52.62 2.54
UTI BOND FUND- GROWTH -0.67 1.26 5.62 18.65 45.77 -0.98
DHFL PRAMERICA DYNAMIC BOND FUND- GROWTH 2.48 7.78 12.95 25.59 54.14 2.15
ICICI PRUDENTIAL ALL SEASONS BOND FUND- GROWTH 2.15 6.41 13.15 27.14 62.24 2.2
KOTAK DYNAMIC BOND FUND - GROWTH 2.6 8.57 14.99 27.28 52.66 2.85
UTI DYNAMIC BOND FUND- GROWTH -0.35 2.52 7.35 21.67 48.72 -0.69
ADITYA BSL CORPORATE BOND FUND- GROWTH 2.3 7.83 14.92 25.34 51.68 2.77
HDFC CORPORATE BOND FUND- GROWTH 2.54 7.52 14.55 25.26 51.43 2.95
KOTAK CORPORATE BOND FUND REGULAR PLAN- GROWTH 2.24 8.19 15.56 25.65 54.96 2.83
BARODA CREDIT RISK FUND - GROWTH 1.51 5.58 13.41 25.92 - 1.72
BOI AXA CREDIT RISK FUND- GROWTH 0.72 -1.57 7.16 18.94 - 1.3
FRANKLIN INDIA CREDIT RISK FUND- GROWTH 1.3 7.78 16.3 28.33 54.41 1.78
ADITYA BSL FRONTLINE EQUITY FUND- GROWTH 5.27 5.06 17.92 42.69 92.78 5.03
AXIS BLUECHIP FUND- GROWTH 6.41 10.02 35.5 52.1 94.75 5.62
EDELWEISS LARGE CAP FUND- GROWTH 6.52 6.49 25.17 45.01 94.67 5.89
ICICI PRUDENTIAL BLUECHIP FUND- GROWTH 5.69 5.9 23.93 50.42 95.72 5.03
RELIANCE LARGE CAP FUND - GROWTH 7.72 11.06 28.37 57.92 117.8 7.17
SBI BLUE CHIP FUND- GROWTH 6.95 2.01 17.52 37.22 104.67 6.06
RELIANCE PHARMA FUND- GROWTH 2.3 8.97 13.84 13.71 74.38 2.48
ICICI PRUDENTIAL TECHNOLOGY FUND- GROWTH -0.52 13.43 53.63 36.76 89.19 3.78
DSP BLACKROCK SMALL CAP FUND- GROWTH 4.96 -15.81 -5.14 28.76 169.7 5.09
HDFC SMALL CAP FUND- GROWTH 4.44 -5.41 28.48 66.72 143.9 3.71
L&T EMERGING BUSINESSES FUND - GROWTH 1.6 -12.79 13.61 68.33 - -0.57
RELIANCE SMALL CAP FUND GROWTH PLAN- GROWTH 2.76 -11.6 11.26 57.69 192.3 1.48
SBI SMALL CAP FUND- GROWTH 4.68 -10.8 22.24 57.5 228.32 3.15
L&T INDIA VALUE FUND- GROWTH 5.55 -4.49 10.51 46.39 151 4.38
AXIS FOCUSED 25 FUND- GROWTH 7.11 2.68 28.53 58.45 115.56 2.8
SBI FOCUSED EQUITY FUND- GROWTH 10.04 5.04 32.13 51.82 136.62 8.16
MIRAE ASSET GREAT CONSUMER FUND- GROWTH 3.11 5.93 35.04 66.31 124.08 2.08
SUNDARAM RURAL AND CONSUMPTION FUND- GROWTH 3.37 -3.29 13.01 53.48 132.18 1.82
ADITYA BSL EQUITY FUND- GROWTH 5.43 2.38 17.29 53.15 123.54 4.41
KOTAK STANDARD MULTICAP FUND- GROWTH 7.86 8.15 22.31 56.45 134.83 7.26
MIRAE ASSET INDIA EQUITY FUND- GROWTH 7.43 10.73 29.18 61.25 130.43 7.01
MOTILAL OSWAL MULTICAP 35 FUND- GROWTH 5.18 -3.95 11.79 51.02 160.35 3.59
PARAG PARIKH LONG TERM EQUITY FUND- GROWTH 7.58 9.18 29.21 47.73 104.51 8.43
SBI MAGNUM MULTICAP FUND- GROWTH 6.12 2.56 19.84 46.23 131.55 6.21
DSP BLACKROCK MIDCAP FUND- GROWTH 5.64 -4.03 9.46 50.43 142.24 4.17
EDELWEISS MID CAP FUND- GROWTH 4.4 -11.67 12.69 40.08 145.73 3.77
HDFC MID-CAP OPPORTUNITIES FUND- GROWTH 5.83 -5.7 9.97 48.59 137.68 3.82
KOTAK EMERGING EQUITY SCHEME- GROWTH 5.75 -4.88 9.33 46.67 168.89 4.73
L&T MIDCAP FUND- GROWTH 3.06 -7.41 11.86 57.05 166.8 1.34
SUNDARAM MIDCAP- GROWTH 3.21 -10.19 2.26 36.89 133.39 0.92
TEMPLETON INDIA EQUITY INCOME FUND- GROWTH 6.35 -0.74 16.86 44.61 90.41 7.92
ADITYA BSL TAX RELIEF 96- GROWTH 4.95 0.82 23.55 48.63 133.07 3.56
AXIS LONG TERM EQUITY FUND- GROWTH 7.05 3.78 27.84 48.07 131.2 3.24
DSP BLACKROCK TAX SAVER FUND- GROWTH 8.41 4.75 17.85 50.13 122.97 7.83
IDFC TAX ADVANTAGE (ELSS) FUND- GROWTH 7.06 -4.68 21.03 52.71 116.28 4.85
L&T TAX ADVANTAGE FUND- GROWTH 3.67 -4.55 13.14 47.02 100.52 1.95
MOTILAL OSWAL LONG TERM EQUITY FUND- GROWTH 5.02 -5.51 12.74 55.86 - 3.3
FRANKLIN ASIAN EQUITY FUND- GROWTH 10.75 1.17 27 43.37 56.02 18.47
FRANKLIN INDIA FEEDER - FRANKLIN U.S. OPPORTUNITIES FUND- GROWTH 11.78 18.47 47.32 58.14 88.94 20.85
KOTAK INFRASTRUCTURE & ECONOMIC REFORM FUND STANDARD PLAN- GROWTH 7.29 -8.62 1.26 31.7 108.58 5.21
L&T INFRASTRUCTURE FUND- GROWTH 4.24 -9.61 9.52 54.05 123.32 1.46
HDFC HYBRID EQUITY FUND- GROWTH 5.18 1.11 8.56 38.29 71.07 5.31
ICICI PRUDENTIAL EQUITY AND DEBT FUND- GROWTH 5.86 5.47 18.47 47.24 102.68 5.32
L&T HYBRID EQUITY FUND- GROWTH 4.48 -0.89 11.6 33.1 95.8 2.71
ICICI PRUDENTIAL REGULAR SAVINGS FUND- GROWTH 3.02 6.91 16.31 33.87 71.95 3.12
UTI REGULAR SAVINGS FUND- GROWTH 2.64 4.71 14.17 27.21 62.23 2.67
HDFC EQUITY SAVINGS FUND- GROWTH 3.54 5.41 12.62 37.48 57.59 3.75
ICICI PRUDENTIAL EQUITY SAVINGS FUND- GROWTH 3.68 6.72 14.21 30.87 - 3.83
KOTAK EQUITY SAVINGS FUND- GROWTH 3.24 6.5 17.06 29.02 - 3.05

The figures in the above table were last updated on April 19, 2019

Please note

  1. Investment involves risk. The price of securities may go down as well as up, and under certain circumstances an investor may sustain a total or substantial loss of investment. Past performance is not necessarily indicative of the future or likely performance of the fund. Investors should read the relevant fund's prospectus for details before making any investment decision. An Investor should make an appraisal of the risks involved in investing in these products and should consult their own independent and professional advisors, to ensure that any decision made is suitable with regards to their circumstances and financial position.
  2. Performance figures are cumulative returns and calculated using NAV-to-NAV prices, in RM, with any income or dividends reinvested. Sales charge is not included.
  3. All performance data are compiled by Fundsupermart.com, based on the prices from the fund houses.
  4. The performance figures in the table above are calculated using bid-to-bid prices, with any income or dividends reinvested. Performance figures are cumulative.



WHY WE RECOMMEND THE FUNDS

ADITYA BSL SHORT TERM OPPORTUNITIES FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


BARODA PIONEER SHORT TERM BOND FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


BOI AXA SHORT TERM INCOME FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


DHFL PRAMERICA SHORT MATURITY FUND PREMIUM PLUS PLAN - QUARTERLY DIVIDEND REINVESTMENT (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

Buy Fund    View Fact Sheet    Back to Top


DHFL PRAMERICA SHORT MATURITY FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


FRANKLIN INDIA SHORT TERM INCOME PLAN- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


HDFC REGULAR SAVINGS FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


HDFC SHORT TERM DEBT FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL BOND FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


DHFL PRAMERICA DYNAMIC BOND FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL ALL SEASONS BOND FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

Buy Fund    View Fact Sheet    Back to Top


ADITYA BSL CORPORATE BOND FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


KOTAK CORPORATE BOND FUND REGULAR PLAN- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

Buy Fund    View Fact Sheet    Back to Top


BARODA CREDIT RISK FUND - GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


FRANKLIN INDIA CREDIT RISK FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

Buy Fund    View Fact Sheet    Back to Top


ADITYA BSL FRONTLINE EQUITY FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL BLUECHIP FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL BANKING & FINANCIAL SERVICES FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL TECHNOLOGY FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

Buy Fund    View Fact Sheet    Back to Top


DSP BLACKROCK SMALL CAP FUND- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

Buy Fund    View Fact Sheet    Back to Top


L&T EMERGING BUSINESSES FUND - GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

Buy Fund    View Fact Sheet    Back to Top


RELIANCE SMALL CAP FUND GROWTH PLAN- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

Buy Fund    View Fact Sheet    Back to Top


MIRAE ASSET GREAT CONSUMER FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

Buy Fund    View Fact Sheet    Back to Top


SUNDARAM RURAL AND CONSUMPTION FUND- GROWTH (Fundsupermart Risk Rating: 8-High Risk) 

Buy Fund    View Fact Sheet    Back to Top


MIRAE ASSET INDIA EQUITY FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


MOTILAL OSWAL MULTICAP 35 FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


PARAG PARIKH LONG TERM EQUITY FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


DSP BLACKROCK MIDCAP FUND- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

Buy Fund    View Fact Sheet    Back to Top


HDFC MID-CAP OPPORTUNITIES FUND- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

Buy Fund    View Fact Sheet    Back to Top


KOTAK EMERGING EQUITY SCHEME- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

Buy Fund    View Fact Sheet    Back to Top


TEMPLETON INDIA EQUITY INCOME FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


IDFC TAX ADVANTAGE (ELSS) FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


MOTILAL OSWAL LONG TERM EQUITY FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Buy Fund    View Fact Sheet    Back to Top


FRANKLIN INDIA FEEDER - FRANKLIN U.S. OPPORTUNITIES FUND- GROWTH (Fundsupermart Risk Rating: 8-High Risk) 

Buy Fund    View Fact Sheet    Back to Top


KOTAK INFRASTRUCTURE & ECONOMIC REFORM FUND STANDARD PLAN- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL EQUITY AND DEBT FUND- GROWTH (Fundsupermart Risk Rating: 5-Moderate Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL REGULAR SAVINGS FUND- GROWTH (Fundsupermart Risk Rating: 4-Moderately Low Risk) 

Buy Fund    View Fact Sheet    Back to Top


HDFC EQUITY SAVINGS FUND- GROWTH (Fundsupermart Risk Rating: 5-Moderate Risk) 

Buy Fund    View Fact Sheet    Back to Top


ICICI PRUDENTIAL EQUITY SAVINGS FUND- GROWTH (Fundsupermart Risk Rating: 5-Moderate Risk) 

Buy Fund    View Fact Sheet    Back to Top


KOTAK EQUITY SAVINGS FUND- GROWTH (Fundsupermart Risk Rating: 5-Moderate Risk) 

Buy Fund    View Fact Sheet    Back to Top