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The Top 5 Mutual Fund Companies
The top 5 mutual fund companies in India are leading Asset Management Companies (AMCs) known for their strong performance and high Assets Under Management (AUM). These firms professionally manage diversified portfolios across equity, debt, and hybrid funds, helping investors achieve long-term financial growth with stability and expert fund management.
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Best 5 Mutual Fund Companies
In the table below, there are the top 5 mutual fund companies with high Assets Under Management (AUM) that offer a wide range of investment options for every type of investor to fulfill their needs:
| Best 5 Mutual Fund Companies |
| SBI Mutual Fund |
| ICICI Prudential Mutual Fund |
| HDFC Mutual Fund |
| Nippon India Mutual Fund |
| Kotak Mahindra Mutual Fund |
Details of Best Mutual Funds in India
Below are some of the best mutual funds in India offered by the top mutual fund companies for investors:
SBI Mutual Fund
| Fund Name | AUM | Return 5 Years | Minimum Investment | Return Since Launch |
|---|---|---|---|---|
| SBI Gold Fund-Growth | ₹15,700.39 Crs | 25.63% | ₹5,000 | 10.5% |
| SBI Healthcare Opportunities Fund Direct Plan-Growth | ₹4,076.67 Crs | 17.55% | ₹5,000 | 16.96% |
| SBI Children's Fund - Investment Plan Regular-Growth | ₹5,353.52 Crs | 22.77% | ₹5,000 | 28.76% |
| SBI ELSS Tax Saver Fund Regular -Growth | ₹32,171.48 Crs | 16.58% | ₹500 | 16.16% |
| SBI Contra Direct Plan-Growth | ₹49,111.50 Crs | 18.73% | ₹5,000 | 15.04% |
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SBI Gold Direct Plan
The SBI Gold Direct Plan is a mutual fund scheme offered by SBI Mutual Fund that provides investors with exposure to the price of gold without the need to hold the physical metal. It is a Fund of Funds (FoF) that primarily invests in the SBI Gold ETF (Exchange Traded Scheme).
Parameters Details Fund Name SBI Gold Fund-Growth NAV AUM ₹15,700.39 Crs Expense Ratio 0.41% Return 5 Years 25.63% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at high risk Launch Date 12th September, 2011 Asset Allocation Others: 1.54%, Commodities: 98.46% Top Sectors NA Top Holdings - SBI ETF Gold
- Repo
- Net Payables
Fund Managers - Pradeep Kesavan
- Raviprakash Sharma
Fund Type Open-ended -
SBI Healthcare Opportunities Fund Direct Plan Growth
SBI Healthcare Opportunities Fund – Direct Plan – Growth is a sectoral equity mutual fund managed by SBI Mutual Fund, focusing on companies in the healthcare and pharmaceutical sectors. It aims for long-term capital appreciation by investing in leading pharma and healthcare stocks.
Parameters Details Fund Name SBI Healthcare Opportunities Fund Direct Plan-Growth NAV AUM ₹4,076.67 Crs Expense Ratio 0.92% Return 5 Years 17.55% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 97%, Debt: 0.07%, Others: 2.93% Top Sectors - Healthcare
- Materials
Top Holdings - Sun Pharmaceutical Industries Ltd
- Divi's Laboratories Ltd
- Max Healthcare Institute Ltd
- Apollo Hospitals Enterprise Ltd
- Ami Organics Ltd
- Lupin Ltd
- Cipla Ltd
- Repo
- Torrent Pharmaceuticals Ltd
- Lonza Group Ag
Fund Managers - Pradeep Kesavan
- Tanmaya Desai
Fund Type Open-ended -
SBI Magnum Children's Benefit Fund - Investment Plan Regular - Growth
SBI Magnum Children’s Benefit Fund – Investment Plan (Regular – Growth) is a solution-oriented hybrid mutual fund by SBI Mutual Fund, designed to help parents invest for their child’s long-term goals through a mix of equity and debt investments, offering potential growth with moderate to high risk.
Parameters Details Fund Name SBI Children's Fund - Investment Plan Regular-Growth NAV AUM ₹5,353.52 Crs Expense Ratio 1.83% Return 5 Years 22.77% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date 29th September, 2020 Asset Allocation Equity: 84.02%, Debt: 0.18%, Others: 15.8% Top Sectors - Energy & Utilities
- Technology
- Unspecified
- Consumer Staples
- Financial
- Materials
- Consumer Discretionary
- Industrials
Top Holdings - Repo
- Net Receivables
- Alphabet Inc Forgn. Eq (GOOGL)
- Hatsun Agro Products Ltd
- Thangamayil Jewellery Ltd
- Muthoot Finance Ltd
- State Bank of India
- Renew Energy Global PLC Forgn. Eq (RNW)
- Le Travenues Technology Ltd.
- HDFC Bank Ltd
Fund Managers - Pradeep Kesavan
- Lokesh Mallya
- Rama Iyer Srinivasan
Fund Type Open-ended -
SBI ELSS Tax Saver Fund Regular - Growth
SBI ELSS Tax Saver Fund Regular - Growth seeks capital appreciation through investments primarily in equity shares, while offering a deduction on investments made under Section 80C of the Income Tax Act, 1961.
Parameters Details Fund Name SBI ELSS Tax Saver Fund Regular -Growth NAV AUM ₹32,171.48 Crs Expense Ratio 1.6% Return 5 Years 16.58% Minimum Investment SIP ₹1000 & Lumpsum ₹500 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 97.81%, Debt: 0.12%, Others: 2.07% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - HDFC Bank Ltd
- Repo
- ICICI Bank Ltd
- Reliance Industries Ltd
- State Bank of India
- Axis Bank Ltd
- Kotak Mahindra Bank Ltd
- Tata Steel Ltd
- Cipla Ltd
- Mahindra & Mahindra Ltd
Fund Managers NA Fund Type Open-ended -
SBI Contra Direct Plan-Growth
SBI Contra Fund – Direct Plan – Growth is an equity mutual fund offered by SBI Mutual Fund, following a contrarian investment strategy to identify undervalued stocks with long-term growth potential.
Parameters Details Fund Name SBI Contra Direct Plan-Growth NAV AUM ₹49,111.50 Crs Expense Ratio 0.75% Return 5 Years 18.73% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 90.83%, Debt: 5.32%, Others: 2.94% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - Repo
- Nifty Index 28-OCT-25
- NIFTY 25500 Put Dec25
- Nifty Index 25-11-2025
- NIFTY 27-JAN-26 FUT
- NIFTY 26000 Put Feb26
- HDFC Bank Ltd
- Nifty Index 28-Aug-25
- NIFTY 25000 Put Mar26
- Reliance Industries Ltd
Fund Managers - Pradeep Kesavan
- Dinesh Balachandran
Fund Type Open-ended
ICICI Prudential Mutual Fund
| Fund Name | AUM | Return 5 Years | Minimum Investment | Return Since Launch |
|---|---|---|---|---|
| ICICI Prudential Infrastructure Direct-Growth | ₹8,097.89 Crs | 24.34% | ₹5,000 | 15.56% |
| ICICI Prudential BHARAT 22 FOF Direct - Growth | ₹2,794.87 Crs | 25.53% | ₹5,000 | 16.78% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct - Growth | ₹1,729.48 Crs | 21.16% | ₹5,000 | 18.85% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth | ₹28,505.90 Crs | 18.55% | ₹5,000 | 15.4% |
| ICICI Prudential Value Direct-Growth | ₹60,571.34 Crs | 18.38% | ₹1,000 | 17.23% |
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ICICI Prudential Infrastructure Direct Growth
ICICI Prudential Infrastructure Fund – Direct Growth Plan is a sectoral equity mutual fund that focuses on investing in companies within the infrastructure sector, including industries such as construction, energy, and capital goods.
Parameters Details Fund Name ICICI Prudential Infrastructure Direct-Growth NAV AUM ₹8,097.89 Crs Expense Ratio 1.18% Return 5 Years 24.34% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 92.02%, Debt: 1.12%, Others: 6.25% Top Sectors - Consumer Discretionary
- Industrials
- Energy & Utilities
- Financial
- Materials
- Real Estate
- Technology
Top Holdings - Larsen & Toubro Ltd
- Interglobe Aviation Ltd
- Repo
- NTPC Ltd
- Adani Ports and Special Economic Zone Ltd
- Oberoi Realty Ltd
- Vedanta Ltd
- Reliance Industries Ltd
- NCC Ltd
- AIA Engineering Ltd
Fund Managers - Ihab Dalwai
- Sharmila D'Silva
Fund Type Open-ended -
ICICI Prudential BHARAT 22 FOF Direct - Growth
ICICI Prudential BHARAT 22 Fund of Funds (FoF) – Direct Plan – Growth is an equity mutual fund that primarily invests in the BHARAT 22 Exchange Traded Fund (ETF), which comprises a diversified portfolio of 22 public sector companies.
Parameters Details Fund Name ICICI Prudential BHARAT 22 FOF Direct - Growth NAV AUM ₹2,794.87 Crs Expense Ratio 0.12% Return 5 Years 25.53% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date 29th June, 2018 Asset Allocation Equity: 99.16%, Others: 0.84% Top Sectors - Energy & Utilities
- Financial
- Materials
- Industrials
- Consumer Staples
Top Holdings - BHARAT 22 ETF Regular - Growth
- Repo
- Net Payables
Fund Managers - Ashwini Shinde
- Ajay Kumar Solanki
- Kayzad Eghlim
- Nishit Patel
Fund Type Open-ended -
ICICI Prudential Retirement Fund - Pure Equity Plan Direct - Growth
The ICICI Prudential Retirement Fund - Pure Equity Plan Direct - Growth is a mutual fund scheme under the Solution-Oriented - Retirement Fund category. To generate long-term capital appreciation and income generation from a portfolio that is predominantly invested in equity and equity-related securities.
Parameters Details Fund Name ICICI Prudential Retirement Fund - Pure Equity Plan Direct - Growth NAV AUM ₹1,729.48 Crs Expense Ratio 0.71% Return 5 Years 21.16% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date 27th February, 2019 Asset Allocation Equity: 92.47%, Others: 7.53% Top Sectors - Technology
- Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
Top Holdings - Repo
- Multi Commodity Exchange Of India Ltd
- HDFC Bank Ltd
- Interglobe Aviation Ltd
- Mahindra & Mahindra Ltd
- Bharti Airtel Ltd
- Muthoot Finance Ltd
- UPL Ltd
- Hindustan Unilever Ltd
- Ultratech Cement Ltd
Fund Managers - Darshil Dedhia
- Rohit Lakhotia
- Lalit Kumar
- Sharmila D'Silva
Fund Type Open-ended -
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
The ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth is an open-ended equity mutual fund scheme that invests predominantly in a diversified portfolio of large-cap and mid-cap stocks.
Parameters Details Fund Name ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth NAV AUM ₹28,505.90 Crs Expense Ratio 0.8% Return 5 Years 18.55% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 95.65%, Debt: 0.83%, Others: 3.52% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - Repo
- Axis Bank Ltd
- Maruti Suzuki India Ltd
- SBI Cards & Payments Services Ltd
- FSN E-Commerce Ventures Ltd
- ICICI Bank Ltd
- Page Industries Ltd
- Larsen & Toubro Ltd
- Alkem Laboratories Ltd
- Bajaj Finserv Ltd
Fund Managers - Ihab Dalwai
- Sharmila D'Silva
Fund Type Open-ended -
ICICI Prudential Value Direct Growth
It is an open-ended scheme that follows a value investing approach, meaning it invests in stocks that are trading below their intrinsic value across large-cap, mid-cap, and small-cap companies to generate long-term capital appreciation.
Parameters Details Fund Name ICICI Prudential Value Direct-Growth NAV AUM ₹60,571.34 Crs Expense Ratio 0.99% Return 5 Years 18.38% Minimum Investment SIP ₹1000 & Lumpsum ₹1,000 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 92.55%, Debt: 1.78%, Others: 5.67% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - ICICI Bank Ltd
- HDFC Bank Ltd
- Reliance Industries Ltd
- Infosys Ltd
- Repo
- ITC Ltd
- Sun Pharmaceutical Industries Ltd
- Tata Consultancy Services Ltd
- Axis Bank Ltd
- NTPC Ltd
Fund Managers - Sankaran Naren
- Dharmesh Kakkad
- Sharmila D'Silva
- Masoomi Jhurmarvala
Fund Type Open-ended
HDFC Mutual Fund
| Fund Name | AUM | Return 5 Years | Minimum Investment | Return Since Launch |
|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-Growth | ₹94,256.90 Crs | 19.67% | ₹100 | 16.65% |
| HDFC Focused Fund Direct-Growth | ₹27,136.20 Crs | 20.08% | ₹100 | 14.34% |
| HDFC Flexi Cap Direct Plan-Growth | ₹100,455.32 Crs | 18.68% | ₹100 | 15.47% |
| HDFC ELSS Tax Saver Fund Regular-Growth | ₹16,618.14 Crs | 16.47% | ₹500 | 22.2% |
| HDFC Retirement Savings Fund - Equity Plan Regular-Growth | ₹6,987.38 Crs | 14.83% | ₹100 | 15.98% |
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HDFC Mid Cap Fund Regular-Growth
This is an open-ended equity mutual fund by HDFC Asset Management Company, which invests predominantly in mid-cap companies, aiming for long-term capital appreciation.
Parameters Details Fund Name HDFC Mid Cap Fund Regular-Growth NAV AUM ₹94,256.90 Crs Expense Ratio 1.37% Return 5 Years 19.67% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 25th June, 2007 Asset Allocation Equity: 94.24%, Others: 5.76% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - Repo
- Max Financial Services Ltd
- AU Small Finance Bank Ltd
- The Federal Bank Ltd
- Indian Bank
- Balkrishna Industries Ltd
- Coforge Ltd
- Fortis Healthcare Ltd
- Glenmark Pharmaceuticals Ltd
- Ipca Laboratories Ltd
Fund Managers - Chirag Setalvad
- Dhruv Muchhal
Fund Type Open-ended -
HDFC Focused Fund Direct Growth
HDFC Focused Fund – Direct Plan – Growth is a concentrated equity fund by HDFC Asset Management Company Ltd. It aims for long-term capital appreciation by investing in up to around 30 well-selected stocks, across market caps, making it a “focused” scheme rather than broadly diversified.
Parameters Details Fund Name HDFC Focused Fund Direct-Growth NAV AUM ₹27,136.20 Crs Expense Ratio 0.65% Return 5 Years 20.08% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 1st January, 2013 Asset Allocation Equity: 89.84%, Debt: 0.19%, Others: 8.18% Top Sectors - Energy & Utilities
- Consumer Discretionary
- Industrials
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - Repo
- HDFC Bank Ltd
- ICICI Bank Ltd
- Axis Bank Ltd
- State Bank of India
- Kotak Mahindra Bank Ltd
- HCL Technologies Ltd
- Maruti Suzuki India Ltd
- Cipla Ltd
- SBI Life Insurance Company Ltd
Fund Managers - Roshi Jain
- Dhruv Muchhal
Fund Type Open-ended -
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth is an open-ended equity mutual fund offered by HDFC Asset Management Company Ltd. It follows a flexi-cap investment strategy—investing across large-cap, mid-cap, and small-cap stocks—with the objective of long-term capital appreciation.
Parameters Details Fund Name HDFC Flexi Cap Direct Plan-Growth NAV AUM ₹100,455.32 Crs Expense Ratio 0.68% Return 5 Years 18.68% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 1st January, 2013 Asset Allocation Equity: 90.92%, Debt: 0.51%, Others: 8.56% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - Repo
- ICICI Bank Ltd
- HDFC Bank Ltd
- Axis Bank Ltd
- State Bank of India
- SBI Life Insurance Company Ltd
- Kotak Mahindra Bank Ltd
- Maruti Suzuki India Ltd
- Cipla Ltd
- HCL Technologies Ltd
Fund Managers - Roshi Jain
- Dhruv Muchhal
Fund Type Open-ended -
HDFC ELSS Tax Saver Fund Regular-Growth
HDFC ELSS Tax Saver Fund Direct Plan Growth is an equity-linked savings scheme (ELSS) that offers tax benefits under Section 80C of the Income Tax Act with a 3-year lock-in period. Managed by HDFC Mutual Fund, it primarily invests in diversified equity and equity-related instruments to generate long-term capital appreciation.
Parameters Details Fund Name HDFC ELSS Tax Saver Fund Regular-Growth NAV AUM ₹16,618.14 Crs Expense Ratio 1.72% Return 5 Years 16.47% Minimum Investment SIP ₹1000 & Lumpsum ₹500 Risk Level Principal at very high risk Launch Date 31st March, 1996 Asset Allocation Equity: 98.3%, Debt: 0.31%, Others: 1.39% Top Sectors - Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
- Consumer Discretionary
Top Holdings - HDFC Bank Ltd
- ICICI Bank Ltd
- Axis Bank Ltd
- Repo
- SBI Life Insurance Company Ltd
- Maruti Suzuki India Ltd
- Cipla Ltd
- State Bank of India
- Kotak Mahindra Bank Ltd
- Bharti Airtel Ltd
Fund Managers - Roshi Jain
- Dhruv Muchhal
Fund Type Open-ended -
HDFC Retirement Savings Fund Equity Plan Regular-Growth
HDFC Retirement Savings Fund Equity Plan Regular Growth is a solution-oriented retirement fund from HDFC Mutual Fund designed to help investors build a long-term retirement corpus. It primarily invests in equity and equity-related instruments and comes with a lock-in period of 5 years.
Parameters Details Fund Name HDFC Retirement Savings Fund - Equity Plan Regular-Growth NAV AUM ₹6,987.38 Crs Expense Ratio 1.78% Return 5 Years 14.83% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 25th February, 2016 Asset Allocation Equity: 95.31%, Others: 4.13% Top Sectors - Real Estate
- Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - Repo
- HDFC Bank Ltd
- ICICI Bank Ltd
- Axis Bank Ltd
- Reliance Industries Ltd
- Infosys Ltd
- Maruti Suzuki India Ltd
- State Bank of India
- Kotak Mahindra Bank Ltd
- Bharti Airtel Ltd
Fund Managers - Arun Agarwal
- Nandita Menezes
- Shobhit Mehrotra
- Srinivasan Ramamurthy
- Dhruv Muchhal
Fund Type Open-ended
Nippon India Mutual Fund
| Fund Name | AUM | Return 5 Years | Minimum Investment | Return Since Launch |
|---|---|---|---|---|
| Nippon India Power & Infra Fund Direct-Growth | ₹7,127.91 Crs | 22.67% | ₹5,000 | 14.26% |
| Nippon India Growth Mid Cap Fund Direct- Growth | ₹43,982.51 Crs | 20.48% | ₹100 | 17.3% |
| Nippon India Multi Cap Fund Direct-Growth | ₹50,820.01 Crs | 19.59% | ₹100 | 15.19% |
| Nippon India Small Cap Fund Direct- Growth | ₹67,641.50 Crs | 20.89% | ₹5,000 | 22.68% |
| Nippon India Value Fund Direct-Growth | ₹9,034.44 Crs | 16.64% | ₹500 | 15.03% |
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Nippon India Power & Infra Fund Direct-Growth
The Nippon India Power & Infra Fund Direct-Growth is a high-risk equity mutual fund that seeks long-term capital appreciation by investing predominantly in the power and infrastructure sectors in India. As a Direct-Growth plan, it aims to deliver higher returns by having a lower expense ratio and reinvesting all gains.
Parameters Details Fund Name Nippon India Power & Infra Fund Direct-Growth NAV AUM ₹7,127.91 Crs Expense Ratio 0.98% Return 5 Years 22.67% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 99.23%, Debt: 0.01%, Others: 0.76% Top Sectors - Financial
- Consumer Discretionary
- Industrials
- Diversified
- Energy & Utilities
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - Reliance Industries Ltd
- NTPC Ltd
- Bharti Airtel Ltd
- Larsen & Toubro Ltd
- Tata Power Company Ltd
- CG Power & Industrial Solutions Ltd
- Bharat Heavy Electricals Ltd
- Ultratech Cement Ltd
- NTPC Green Energy Ltd.
- Kaynes Technology India Ltd
Fund Managers NA Fund Type Open-ended -
Nippon India Growth Mid Cap Fund Direct- Growth
It primarily invests in mid-sized Indian companies using a research-based, Growth at Reasonable Price (GARP) investment approach, and is considered to be of Very High Risk.
Parameters Details Fund Name Nippon India Growth Mid Cap Fund Direct- Growth NAV AUM ₹43,982.51 Crs Expense Ratio 0.78% Return 5 Years 20.48% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 98.66%, Debt: 0.01%, Others: 1.33% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - BSE Ltd
- Fortis Healthcare Ltd
- Repo
- The Federal Bank Ltd
- Cholamandalam Financial Holdings Ltd
- AU Small Finance Bank Ltd
- Persistent Systems Ltd
- Voltas Ltd
- Bharat Forge Ltd
- Ashok Leyland Ltd
Fund Managers - Rupesh Patel
- Kinjal Desai
Fund Type Open-ended -
Nippon India Multi Cap Fund Direct-Growth
The Nippon India Multi Cap Fund Direct-Growth is an equity mutual fund that invests across large-cap, mid-cap, and small-cap stocks. It aims to generate capital appreciation and provide long-term growth opportunities by maintaining a diversified portfolio. The scheme adheres to the mandate of investing a minimum of 25% of its assets in each of the three market capitalization categories.
Parameters Details Fund Name Nippon India Multi Cap Fund Direct-Growth NAV AUM ₹50,820.01 Crs Expense Ratio 0.73% Return 5 Years 19.59% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 99.37%, Debt: 0%, Others: 0.63% Top Sectors - Real Estate
- Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - HDFC Bank Ltd
- ICICI Bank Ltd
- Axis Bank Ltd
- GE T&D India Ltd
- Infosys Ltd
- Reliance Industries Ltd
- Max Financial Services Ltd
- State Bank of India
- NTPC Ltd
- Linde India Ltd
Fund Managers - Sailesh Raj Bhan
- Ashutosh Bhargava
Fund Type Open-ended -
Nippon India Small Cap Fund Direct- Growth
The Nippon India Small Cap Fund Direct-Growth is an Equity mutual fund scheme from Nippon India Mutual Fund that primarily invests in the equity and equity-related instruments of small-cap companies.
Parameters Details Fund Name Nippon India Small Cap Fund Direct- Growth NAV AUM ₹67,641.50 Crs Expense Ratio 0.67% Return 5 Years 20.89% Minimum Investment SIP ₹1000 & Lumpsum ₹5,000 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 95.93%, Debt: 1.48%, Others: 2.59% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - Repo
- Multi Commodity Exchange Of India Ltd
- HDFC Bank Ltd
- State Bank of India
- Karur Vysya Bank Ltd
- Apar Industries Ltd
- Kirloskar Brothers Ltd
- Paradeep Phosphates Ltd
- TD Power Systems Ltd
- Bharat Heavy Electricals Ltd
Fund Managers NA Fund Type Open-ended -
Nippon India Value Fund Direct-Growth
The Nippon India Value Fund Direct-Growth is an Equity - Value Oriented mutual fund scheme from Nippon India Mutual Fund.
Parameters Details Fund Name Nippon India Value Fund Direct-Growth NAV AUM ₹9,034.44 Crs Expense Ratio 1.07% Return 5 Years 16.64% Minimum Investment SIP ₹1000 & Lumpsum ₹500 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 97.57%, Debt: 0.01%, Others: 2.42% Top Sectors - Financial
- Healthcare
- Technology
- Industrials
- Real Estate
- Materials
- Consumer Discretionary
- Consumer Staples
- Energy & Utilities
Top Holdings - HDFC Bank Ltd
- Repo
- ICICI Bank Ltd
- State Bank of India
- NTPC Ltd
- Oil & Natural Gas Corporation Ltd
- Vedanta Ltd
- Indusind Bank Ltd
- Infosys Ltd
- Axis Bank Ltd
Fund Managers - Meenakshi Dawar
- Dhrumil Shah
Fund Type Open-ended
Kotak Mahindra Mutual Fund
| Fund Name | AUM | Return 5 Years | Minimum Investment | Return Since Launch |
|---|---|---|---|---|
| Kotak Multicap Fund Regular - Growth | ₹23,886.02 Crs | N/A | ₹100 | 13.19% |
| Kotak Midcap Fund Regular-Growth | ₹61,694.40 Crs | 16.27% | ₹100 | 14.06% |
| Kotak Focused Fund Regular - Growth | ₹4,013.79 Crs | 11.88% | ₹100 | 13.76% |
| Kotak Aggressive Hybrid Fund Regular-Growth | ₹8,653.48 Crs | 11.12% | ₹100 | 13.74% |
| Kotak Large Cap Fund Regular-Growth | ₹10,925.23 Crs | 10.37% | ₹100 | 16.83% |
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Kotak Multicap Fund Regular - Growth
The Kotak Multicap Fund Regular - Growth is an Equity Multi-Cap mutual fund scheme offered by Kotak Mahindra Mutual Fund. Its investment mandate requires it to allocate at least 25% of its assets to each of the Large-cap, Mid-cap, and Small-cap segments, aiming for long-term capital appreciation.
Parameters Details Fund Name Kotak Multicap Fund Regular - Growth NAV AUM ₹23,886.02 Crs Expense Ratio 1.6% Return 5 Years N/A Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 29th September, 2021 Asset Allocation Equity: 98.56%, Debt: 0.32%, Others: 1.13% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - Maruti Suzuki India Ltd
- ITC Ltd
- State Bank of India
- Hero Motocorp Ltd
- Indusind Bank Ltd
- Shriram Transport Finance Company Ltd
- Indus Towers Ltd
- Repo
- Zomato Ltd
- Poonawalla Fincorp Ltd
Fund Managers - Abhishek Bisen
- Devender Singhal
Fund Type Open-ended -
Kotak Midcap Fund Regular-Growth
The Kotak Midcap Fund Regular - Growth is an Equity Mid Cap mutual fund scheme offered by Kotak Mahindra Mutual Fund, now officially known as the Kotak Emerging Equity Scheme.
Parameters Details Fund Name Kotak Midcap Fund Regular-Growth NAV AUM ₹61,694.40 Crs Expense Ratio 1.4% Return 5 Years 16.27% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 30th March, 2007 Asset Allocation Equity: 99.22%, Debt: 0.18%, Others: 0.6% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - GE T&D India Ltd
- Fortis Healthcare Ltd
- Mphasis Ltd
- Dixon Technologies (India) Ltd
- Ipca Laboratories Ltd
- Vishal Mega Mart Ltd.
- Swiggy Ltd.
- Kei Industries Ltd
- JK Cement Ltd
- Indian Bank
Fund Managers NA Fund Type Open-ended -
Kotak Focused Fund Regular - Growth
The Kotak Focused Fund Regular - Growth is an equity mutual fund scheme offered by Kotak Mahindra Mutual Fund. It falls under the Focused Fund category, which is mandated to invest in a maximum of 30 stocks across market capitalizations.
Parameters Details Fund Name Kotak Focused Fund Regular - Growth NAV AUM ₹4,013.79 Crs Expense Ratio 1.88% Return 5 Years 11.88% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date 16th July, 2019 Asset Allocation Equity: 96.98%, Others: 3.02% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Technology
Top Holdings - HDFC Bank Ltd
- ICICI Bank Ltd
- Zomato Ltd
- Shriram Transport Finance Company Ltd
- Bharti Airtel Ltd
- State Bank of India
- Bharat Electronics Ltd
- Maruti Suzuki India Ltd
- Tech Mahindra Ltd
- Hero Motocorp Ltd
Fund Managers NA Fund Type Open-ended -
Kotak Aggressive Hybrid Fund Regular-Growth
It is an open-ended Hybrid mutual fund offered by Kotak Mahindra Mutual Fund. Its investment objective is to achieve long-term capital growth through investment primarily in equity and equity-related instruments, balanced with income generation from debt and money market instruments.
Parameters Details Fund Name Kotak Aggressive Hybrid Fund Regular-Growth NAV AUM ₹8,653.48 Crs Expense Ratio 1.74% Return 5 Years 11.12% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 78.73%, Debt: 16.08%, Others: 4.91% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Diversified
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - HDFC Bank Ltd
- GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100
- Repo
- GE T&D India Ltd
- GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100
- Zomato Ltd
- Fortis Healthcare Ltd
- State Bank of India
- Bharti Airtel Ltd
- Cholamandalam Investment & Finance Company Ltd
Fund Managers - Atul Bhole
- Abhishek Bisen
Fund Type Open-ended -
Kotak Large Cap Fund Regular-Growth
The Kotak Large Cap Fund Regular-Growth is an equity mutual fund scheme offered by Kotak Mahindra Mutual Fund. It falls under the category of a Large Cap fund, primarily investing in equity and equity-related securities of large market capitalization companies, aiming for capital appreciation.
Parameters Details Fund Name Kotak Large Cap Fund Regular-Growth NAV AUM ₹10,925.23 Crs Expense Ratio 1.74% Return 5 Years 10.37% Minimum Investment SIP ₹1000 & Lumpsum ₹100 Risk Level Principal at very high risk Launch Date NA Asset Allocation Equity: 97.33%, Debt: 1%, Others: 1.67% Top Sectors - Consumer Discretionary
- Industrials
- Consumer Staples
- Energy & Utilities
- Financial
- Healthcare
- Materials
- Real Estate
- Technology
Top Holdings - HDFC Bank Ltd
- ICICI Bank Ltd
- Reliance Industries Ltd
- State Bank of India
- Repo
- Larsen & Toubro Ltd
- Infosys Ltd
- Bharti Airtel Ltd
- Axis Bank Ltd
- Mahindra & Mahindra Ltd
Fund Managers NA Fund Type Open-ended
- Insurance Companies
- Mutual Funds
| Returns | ||||
|---|---|---|---|---|
| Fund Name | 5 Years | 7 Years | 10 Years | |
| Top 300 Fund SBI Life | 8.92% | 10.64% |
11.71%
View Plan
|
|
| Opportunities Fund HDFC Life | 12.59% | 13.55% |
13.85%
View Plan
|
|
| High Growth Fund Axis Max Life | 18.26% | 19.82% |
17.91%
View Plan
|
|
| Opportunities Fund ICICI Prudential Life | 11.51% | 11.81% |
12.11%
View Plan
|
|
| Multi Cap Fund Tata AIA Life | 21% | 19.29% |
22%
View Plan
|
|
| Accelerator Mid-Cap Fund II Bajaj Life | 12.48% | 11.9% |
13.51%
View Plan
|
|
| Multiplier Birla Sun Life | 14.61% | 13.7% |
15.02%
View Plan
|
|
| Virtue II PNB MetLife | 12.75% | 15.01% |
14.47%
View Plan
|
|
| Equity II Fund Canara HSBC Life | 8.59% | 8.52% |
9.97%
View Plan
|
|
| Blue-Chip Equity Fund Star Union Dai-ichi Life | 7.62% | 8.49% |
9.87%
View Plan
|
|
Fund rating powered by
Last updated: Mar 2026
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| Fund Name | AUM | Return 3 Years | Return 5 Years | Return 10 Years | Minimum Investment | Return Since Launch |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Enhanced Value Index Fund Regular - Growth | ₹1,748.84 Crs | 28.91% | N/A | N/A | ₹500 | 28.94% |
| Bandhan Small Cap Fund Regular-Growth | ₹20,474.12 Crs | 26.07% | 20.2% | N/A | ₹1,000 | 25.81% |
| Motilal Oswal Midcap Fund Regular-Growth | ₹33,689.20 Crs | 17.76% | 19.95% | 15.5% | ₹500 | 18.83% |
| ICICI Prudential Infrastructure Fund-Growth | ₹8,097.89 Crs | 20.26% | 23.55% | 17.35% | ₹5,000 | 14.94% |
| Canara Robeco Large Cap Fund Regular-Growth | ₹17,103.62 Crs | 11.03% | 9.6% | 12.89% | ₹100 | 11.61% |
| Mirae Asset Large Cap Fund Direct- Growth | ₹40,184.41 Crs | 10.21% | 9.85% | 13.44% | ₹5,000 | 14.5% |
| Kotak Midcap Fund Regular-Growth | ₹61,694.40 Crs | 17.96% | 16.27% | 17.08% | ₹100 | 14.06% |
| SBI Small Cap Fund-Growth | ₹34,931.73 Crs | 10.62% | 13.02% | 16.74% | ₹5,000 | 17.62% |
| SBI Gold ETF | ₹24,897.99 Crs | 33.28% | 25.87% | 16.3% | ₹5,000 | 13.46% |
Updated as of Mar 2026
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Factors to be Considered Before Choosing a Mutual Fund Company
Below are some of the factors that need to be considered while choosing the best mutual fund house in India:
-
Reputation and Track Record (Consistency)
Look at the AMC's history in the market. A company that has consistently delivered returns over a long period (e.g., 5-10 years), covering various market cycles (bull and bear markets), generally indicates better management.
-
Expertise and Stability of Fund Managers
The success of a fund often rests with the Fund Manager and the investment team. Assess the manager's experience, track record of managing other funds, and stability within the AMC. Frequent changes in fund managers can sometimes disrupt a fund's investment strategy.
-
Regulatory and Compliance Record
Verify that the AMC adheres to all regulations set by the governing body (e.g., SEBI). A clean regulatory record is a strong indicator of professionalism and investor protection.
-
Alignment with Investment Strategy
Ensure the fund's objective (e.g., growth, income) and risk level are suitable for your personal financial goals and time horizon.
-
Fund Performance Analysis
The fund should consistently exceed the returns of its designated Benchmark Index over the long term. This ensures the fund manager's active strategies are adding value compared to a passive index fund.
-
Fund Size (Assets Under Management - AUM)
While not the sole criterion, an extremely large AUM may sometimes limit a fund manager's flexibility, especially in small-cap or mid-cap segments. Conversely, a very small AUM might indicate a newer, less-established fund.
Wrapping Up
Investing in mutual funds can significantly grow wealth and help achieve financial goals, as they offer professional management and diversification, potentially yielding higher returns than individual stocks. However, investors must thoroughly research the fund and its management, understand the associated fees and risks, market history of the particular mutual fund, and consider consulting a financial advisor to ensure the investment aligns with their overall financial strategy.
FAQs
-
What are the top 5 mutual fund companies in India?
The top 5 mutual fund companies that are best in India are:- SBI Mutual Fund
- ICICI Prudential Mutual Fund
- HDFC Mutual Fund
- Nippon India Mutual Fund
- Kotak Mahindra Mutual Fund
-
What are the top 5 mutual fund companies performing best?
The best 5 mutual fund companies according to performance are mentioned below:- SBI Mutual Fund
- ICICI Prudential Mutual Fund
- HDFC Mutual Fund
- Nippon India Mutual Fund
- Kotak Mahindra Mutual Fund
-
Who are the biggest mutual fund companies in India?
These are the biggest mutual fund companies across India:- SBI Mutual Fund
- ICICI Prudential Mutual Fund
- HDFC Mutual Fund
- Nippon India Mutual Fund
- Kotak Mahindra Mutual Fund
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*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.