Top 10 performing funds for the month of February 2020

Here we look at the top performers across 10 different categories of funds, where retail investors are most likely to evince interest.

Mar 03, 2020 10:03 IST India Infoline News Service

Mutual Funds
February was a tumultuous month with the Sensex and Nifty losing close to 7%. That would have obviously taken a toll on equity funds and ELSS funds. Here we look at the top performers across 10 different categories of funds, where retail investors are most likely to evince interest. Since Direct Plans are not supportive of longer term analysis, we have only considered Regular Plans. The focus of the ranking is on the growth option only.



Equity Large Cap Funds

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
Axis Blue Chip Fund (G) 18.297% 16.511% 9.668%
Mirae Asset Large Cap (G) 6.525% 9.660% 9.034%
Canara Robeco Bluechip (G) 15.867% 11.953% 8.118%
Data Source: Morningstar

Equity Multi-Cap Funds

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
Parag Parikh Long Term (G) 8.238% 10.685% 9.991%
Motilal Oswal Multicap 35 (G) 7.672% 6.171% 9.298%
SBI Magnum Multi Cap (G) 9.326% 7.798% 8.882%
Data Source: Morningstar


Equity Mid Cap Funds

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
DSP Mid Cap Fund (G) 15.220% 7.972% 10.168%
Axis Mid Cap Fund (G) 16.834% 15.530% 10.067%
Kotak Emerging Equity (G) 14.417% 7.426% 9.894%
Data Source: Morningstar


Equity Linked Savings Schemes (Tax Saving)

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
Motilal Oswal LT Equity (G) 16.267% 9.598% 11.979%
Axis Long Term Equity (G) 17.998% 14.137% 9.707%
Tata India Tax Saving (G) 9.165% 8.951% 8.830%
Data Source: Morningstar


Balanced Funds (Aggressive Allocation)

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
DSP Equity and Bond Fund (G) 17.393% 9.179% 9.109%
SBI Equity Hybrid Fund (G) 14.467% 10.637% 8.685%
Canara Robeco Hybrid G) 12.940% 10.082% 8.601%
Data Source: Morningstar


Balanced Funds (Conservative Allocation)

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
ICICI Pru Savings Fund (G) 9.758% 8.461% 8.497%
Kotak Debt Hybrid Fund (G) 11.594% 6.644% 7.406%
Baroda Cons. Hybrid Fund G) 13.097% 7.706% 7.027%
Data Source: Morningstar

Arbitrage Funds

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
Nippon Arbitrage Fund (G) 6.592% 6.365% 6.552%
Edelweiss Arbitrage Fund (G) 6.560% 6.189% 6.491%
Indiabulls Arbitrage Fund (G) 6.270% 5.870% 6.449%
Data Source: Morningstar


Government Securities Funds

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
Nippon India Gilt Sec Fund (G) 15.273% 9.212% 9.232%
SBI Magnum Gilt Fund (G) 15.986% 8.569% 8.850%
Aditya Birla G-Sec Fund (G) 13.434% 8.937% 8.832%
Data Source: Morningstar


Credit Risk Funds

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
Kotak Credit Risk Fund (G) 10.154% 7.551% 8.362%
ICICI Pru Credit Risk Fund (G) 10.836% 7.967% 8.341%
HDFC Credit Risk Fund (G) 10.488% 7.283% 8.190%
Data Source: Morningstar


Liquid Funds

The leaders in this category based on five year returns (as of 02nd Mar 2020) are as under:
Name of Fund 1-Year Return 3-Year Return 5-Year Return
Quant Liquid Plan (G) 6.848% 6.926% 7.447%
Aditya Birla Liquid Fund (G) 6.255% 6.926% 7.360%
PGIM Instacash Fund (G) 6.350% 6.868% 7.274%
Data Source: Morningstar


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