Mutual Fund Status: 10/19/21

Tuesday, October 19, 2021

Top Performing Balance Funds as per dated 19.10.2021

Top Performing Balanced Mutual Funds all are open ended funds 5 year data as per dated 19.10.2021

All Funds -- Period (Last 5 Years)			As per 19.10.2021 Balance Fund
Fund Name	Category	AUM (In crs)	Return (%)
Fund Name	Category	AUM (In crs)	1W	1M	3M	6M	1Y	3Y	5Y	SI
Quant Mid Cap Fund	Balanced	189.24	2.4	8.07	10.91	37.16	91.99	30.86	20.98	12.85
Quant Absolute Fund	Balanced	96.09	4.33	6.34	11.36	30.49	78.84	31.74	19.91	17.69
BOI AXA Mid & Small Cap Equity & Debt Fund	Balanced	349.38	1.39	4.66	10.32	37.12	74.63	24.69	17.42	18.2
ICICI Prudential Equity & Debt Fund	Balanced	18653	3.04	8.21	18.58	32.19	81.4	21.91	16.2	15.23
Mirae Asset Hybrid - Equity Fund	Balanced	6109.4	2.13	3.29	10.33	22.47	45.8	19.5	15.12	14.19
Canara Robeco Equity Hybrid Fund	Balanced	6745.7	1.71	2.56	10.08	21.35	42.76	20.79	14.96	12.07
HDFC Childrens Gift Fund	Balanced	5247	1.72	3.31	8.53	23.97	48.42	19.53	14.78	16.82
Principal Hybrid Equity Fund	Balanced	1114.9	2.63	5.38	14.23	24.94	50.49	16.96	14.67	11.97
SBI Equity Hybrid Fund	Balanced	47470	1.83	3.94	12.09	22.61	49.55	20.33	14.52	16.07
DSP Equity & Bond Fund	Balanced	7562.8	1.63	3.06	9.65	22.34	50.46	21.88	13.96	15.38
Sundaram Equity Hybrid Fund	Balanced	1957.3	1.92	3.25	10.76	24.13	48.26	18.35	13.83	13.04
Kotak Equity Hybrid Fund	Balanced	2071.1	1.87	4.61	10.29	19.99	51.9	21.55	13.46	14.85
Baroda Hybrid Equity Fund	Balanced	413.57	3.42	6.41	16.61	28.53	55.13	18.96	12.77	12.76
JM Equity Hybrid Fund	Balanced	10.02	0.98	3.21	11.79	23.68	54.65	16.88	12.75	12.21
Franklin India Equity Hybrid Fund	Balanced	1470	1.98	3.48	9.33	21.69	51.43	18.18	12.56	14.23
UTI Hybrid Equity Fund	Balanced	4247.3	2.89	5.2	11.7	26.13	57.97	17.44	12.5	15.47
HDFC Hybrid Equity Fund	Balanced	18909	2.44	4.1	9.46	22.89	52.4	18.55	12.18	13.55
L&T Hybrid Equity Fund	Balanced	5459.5	2.21	4.11	9.94	19.2	41.67	16.07	12.1	13.49
Aditya Birla Sun Life Equity Hybrid 95 Fund	Balanced	8153.1	2.17	3.03	11.35	23.12	51.12	16.65	11.54	19.34
PGIM India Hybrid Equity Fund	Balanced	161.86	1.91	5.13	10.14	22.88	46.93	16.87	11.42	14.05
Shriram Hybrid Equity Fund	Balanced	64.87	1.49	2.49	10.79	17.67	37.17	15.2	11.03	11.71
Tata Hybrid Equity Fund	Balanced	3451	2.25	3.13	11.35	22.49	47.37	17.11	10.81	15.79
Aditya Birla Sun Life Balanced Advantage Fund	Balanced	5484.9	1.06	1.73	5.6	13.84	31.87	14.15	10.74	9.81
LIC MF Equity Hybrid Fund	Balanced	487.61	1.27	1.68	8.21	16.18	34.14	15.49	9.74	8.98
Nippon India Equity Hybrid Fund	Balanced	3643.3	2.65	4.44	9.15	20.65	53.03	9.73	8.64	12.45

SBI MUTUAL FUNDS TOP PERFORMING EQUITY FUNDS AS PER DATED 19.10.2021 IS VERY ATTRACTIVE

- Period (Last 5 Years)	As per 19.10.2021 Equity Fund
Fund Name	Category	AUM (In crs)	Return (%)
Fund Name	Category	AUM (In crs)	1W	1M	3M	6M	1Y	3Y	5Y	SI
SBI Technology Opportunities Fund	Equity-Sector	1701	1.96	1.93	17.96	39.62	79.27	35.94	27.8	16.37
SBI Small Cap Fund	Equity-Diversified	10191	2.06	7.65	11.65	33.76	83.14	29.68	22.64	21.57
SBI Magnum COMMA Fund	Equity-Diversified	468.46	3.13	8.09	15.56	36.38	89.63	31.36	19.85	13.48
SBI Focused Equity Fund	Equity-Diversified	20372	1.54	4.1	15.47	32.29	71.38	26.37	18.71	20.71
SBI Banking & Financial Services Fund	Equity-Sector	2948.5	2.61	4.3	8.89	22.06	60.52	21.09	17.2	15.82
SBI Nifty Index Fund	Equity-Index	1526.5	2.95	5.03	16.09	26.87	57.41	21.1	16.66	15.03
SBI Consumption Opportunities Fund	Equity-Sector	808.69	2.57	9.54	13.83	30.06	77.19	18.35	16.35	15.49
SBI Contra Fund	Equity-Diversified	2973.6	2.37	6.22	13.66	35.59	93.35	26.45	16.17	19.38
SBI Large & Midcap Fund	Equity-Diversified	5144.6	2.03	6.79	9.96	31.3	70.99	23.01	16.02	15.1
SBI Flexicap Fund	Equity-Diversified	15291	2.37	4.86	12.89	28.18	67.63	22.37	15.87	13.81
SBI Magnum Equity ESG Fund	Equity-Diversified	4309.5	3.58	4.93	15.85	28.44	59.5	22.88	15.5	15.02
SBI Bluechip Fund	Equity-Diversified	31817	2.65	4.89	14.54	25.43	62.68	22.45	14.71	12.62
SBI Magnum Midcap Fund	Equity-Diversified	6251.6	2.86	7.49	13.14	31.77	90.19	28.71	14.58	17.34
SBI Infrastructure Fund	Equity-Sector	729.89	1.97	4.97	13.63	35.01	78.33	24.49	14.56	6.84
SBI Magnum Global Fund	Equity-Diversified	5353	1.59	2.3	10.25	25.15	55.27	22.34	14.32	15.14
SBI Long Term Equity Fund	Equity-Tax Planning	10862	3.18	6.07	12.31	27.92	62.1	21.1	13.68	16.17
SBI Healthcare Opportunities Fund	Equity-Sector	2001.3	-0.34	-1.4	-1.78	12.45	29.14	23.86	10.06	16.5
SBI Equity Savings Fund	Equity-Arbitrage	1816.1	0.64	1.35	4.63	10.49	24.82	12.43	8.9	9.02
SBI PSU Fund	Equity-Diversified	407.99	4.72	11.4	14.64	33.4	78.45	14.24	6.18	3.03
SBI Arbitrage Opportunities Fund	Equity-Arbitrage	4682.5	0.07	0.52	1.13	2.19	3.87	4.58	5.13	6.82