Top Mutual Funds with High Returns & Low Risk for Bottom Fishing
This article highlights the best-performing equity and hybrid funds, based on their historical performance compared to the Nifty 50 index.
This article highlights the best-performing equity and hybrid funds, based on their historical performance compared to the Nifty 50 index.
Disclaimer: The Fund names in this article are not recommendations to buy/hold/sell. Mutual funds are subject to market risks. Do not invest real money without adequate research.
The ultimate investment goal for mutual fund investors is high returns at low risk. The stock market always offers opportunities to pick up funds that have the potential to give stable returns with lower fluctuations.
Identifying funds that have done well in the past vs. the Nifty 50 index fund can be tricky since getting and analysing the data might be tricky.
This article shows a list of mutual funds based on their historical returns.
If we split the list of all equity mutual funds then we will end up with four categories:
Related:
Which are high-risk and underperforming mutual funds that can be avoided by investors?
Users of the free Arthgyaan mutual fund portfolio review service will get the above chart created for all funds in their portfolio.
In this article, we will look at the latest list of equity mutual funds, including index funds tracking indices other than the Nifty 50, to check if they are in the best category of higher returns and lower risk.
In the analysis below, we have chosen equity and hybrid mutual funds with higher returns at lower risk using the last three years of market data from AMFI for the period ending 07-Feb-2025. The funds that have fallen the most from their 52-week high levels are presented first.
Related:
Bottom fishing tracker: which mutual funds have fallen the most?
Note: This chart represents point-to-point data. The funds in the list will change over time as the future performance of any particular fund is random and cannot be predicted in advance.
Fund | Change (%) | NAV (52w high) | Latest NAV |
---|---|---|---|
CANARA ROBECO FLEXICAP | 10.22 | 392.1500 | 352.0900 |
Union Flexi Cap | 10.02 | 58.5000 | 52.6400 |
Fund | Change (%) | NAV (52w high) | Latest NAV |
---|---|---|---|
Sundaram Dividend Yield | 11.84 | 159.7432 | 140.8328 |
UTI-Dividend Yield | 10.89 | 203.8115 | 181.6088 |
Templeton India Equity Income | 10.47 | 164.5244 | 147.2946 |
ICICI Prudential Dividend Yield Equity | 10.08 | 60.3900 | 54.3000 |
Fund | Change (%) | NAV (52w high) | Latest NAV |
---|---|---|---|
HDFC Large Cap | 10.83 | 1309.4330 | 1167.5780 |
Aditya Birla Sun Life Frontline Equity | 10.71 | 605.4800 | 540.6100 |
Franklin India Bluechip | 10.41 | 1180.3815 | 1057.4927 |
Kotak Bluechip | 10.11 | 679.7930 | 611.0770 |
Fund | Change (%) | NAV (52w high) | Latest NAV |
---|---|---|---|
ICICI Prudential FMCG | 15.52 | 606.7700 | 512.6100 |
SBI Equity Minimum Variance | 14.09 | 27.2354 | 23.3968 |
UTI - MNC | 13.62 | 476.5359 | 411.6309 |
Tata Ethical | 12.44 | 493.1378 | 431.8114 |
ICICI Prudential Bharat Consumption | 12.35 | 29.7100 | 26.0400 |
ICICI Prudential MNC | 10.90 | 33.0200 | 29.4200 |
Fund | Change (%) | NAV (52w high) | Latest NAV |
---|---|---|---|
Aditya Birla Sun Life Focused | 10.34 | 165.8028 | 148.6520 |
Fund | Change (%) | NAV (52w high) | Latest NAV |
---|---|---|---|
ICICI Prudential ELSS Tax Saver | 11.11 | 1080.4400 | 960.4200 |
Fund | Change (%) | NAV (52w high) | Latest NAV |
---|---|---|---|
Edelweiss Nifty 100 Quality 30 Index | 12.79 | 16.2351 | 14.1591 |
Related:
Analyze Your Mutual Fund Portfolio for Free with Arthgyaan's Mutual Fund Review Service
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This post titled Top Mutual Funds with High Returns & Low Risk for Bottom Fishing first appeared on 26 Jan 2025 at https://arthgyaan.com