Investors today have a wide choice across Equity, Hybrid, Debt, ETFs, PMS, AIFs, FDs, and NFOs. Here’s a detailed look at the top-performing schemes, new offerings, and taxation highlights — all in a simple table format for easy comparison.
🟢 I. Top Equity Mutual Fund Picks
Category
Fund Name
5-Year Return (CAGR %)
AUM (₹ Crs)
Riskometer
Large Cap
Nippon India Large Cap Fund
22.6
45,012
Very High
Large & Mid Cap
Motilal Oswal Large & Midcap Fund
26.61
12,628
Very High
Mid Cap
HDFC Mid Cap Fund
27.58
83,105
Very High
Small Cap
Nippon India Small Cap Fund
31.01
64,821
Very High
Flexi Cap
Parag Parikh Flexi Cap Fund
21.43
1,15,040
Very High
Multi Cap
Nippon India Multi Cap Fund
27.99
46,216
Very High
ELSS (Tax Saver)
Motilal Oswal ELSS Tax Saver
23.85
4,223
Very High
Sectoral / Thematic
ICICI Prudential Manufacturing Fund
26.57
6,602
Very High
🟡 II. Top Hybrid, Arbitrage & Gold/Silver Picks
Category
Fund Name
5-Year CAGR %
1-Year CAGR %
AUM (₹ Crs)
Riskometer
Balanced Advantage
HDFC Balanced Advantage Fund
21.66
-0.61
1,01,080
Very High
Multi Asset
ICICI Prudential Multi-Asset Fund
22.3
7.03
64,770
Very High
Conservative Hybrid
SBI Conservative Hybrid Fund
11.03
4.57
9,787
High
Arbitrage
Kotak Arbitrage Fund
5.87
6.89
72,274
Low
Gold Schemes
SBI Gold Fund
13.43
40.32
5,221
High
Silver FOF
ICICI Prudential Silver ETF FOF
—
35.77
1,835
Very High
🔵 III. Key Debt Mutual Fund Picks
Category
Fund Name
YTM (%) Aug-25
3M Return %
AUM (₹ Crs)
Riskometer
Dynamic Bond
ICICI Prudential All Seasons Bond
7.64
-0.52
15,051
Moderately High
Corporate Bond
HDFC Corporate Bond Fund
7.06
0.32
35,968
Moderate
Short Duration
ICICI Prudential Short Term Fund
7.27
4.17
22,070
Moderate
Low Duration
UTI Low Duration Fund
6.69
6.16
3,211
Moderate
Liquid
Axis Liquid Fund
5.90
5.86
36,757
Low to Moderate
🟣 IV. Index Funds & ETF Highlights
Type
Scheme Name
AUM (₹ Crs)
3Y CAGR %
Key Metric
Broad Market Index TRI
Nifty Smallcap 250 TRI
N/A
22.4
Benchmark Performance
Strategy Index Fund
HDFC NIFTY50 Equal Weight Index
1,526
16.1
Tracking Error 0.05%
Nifty 50 ETF (Highest)
SBI Nifty 50 ETF
1,99,921
13.4
Tracking Error 0.02%
International ETF
Mirae Asset NYSE FANG+ ETF
3,272
46.1 (1Yr)
Expense Ratio 0.65%
International ETF
Mirae Asset Hang Seng TECH ETF
417
72.9 (1Yr)
Expense Ratio 0.55%
Debt ETF
BHARAT Bond ETF April 2030
25,229
8.0
Expense Ratio 0.01%
🟠 V. New Fund Offerings (NFOs) & Systematic Investment Funds (SIFs)
