{"id":2037051,"date":"2015-10-18T14:25:39","date_gmt":"2015-10-18T08:55:39","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2037051"},"modified":"2015-10-18T14:25:39","modified_gmt":"2015-10-18T08:55:39","slug":"mutual-fund-top-10-lists","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/10\/18\/mutual-fund-top-10-lists\/","title":{"rendered":"Mutual Fund Top 10 Lists"},"content":{"rendered":"

Top 10 funds over the years<\/h3>\n

Based on our RS-Spead metric<\/a>, we ranked mutual funds based on their relative outperformance vs. CNX 500 over a one year period. See if you can find a pattern here.<\/p>\n

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Best Fund 2010<\/th>\n<\/tr>\n<\/thead>\n
Religare Invesco MID N SMALL CAP Fund – Growth Option<\/a><\/td>\n<\/tr>\n
Birla Sun Life MNC Fund-Plan B (Growth)<\/a><\/td>\n<\/tr>\n
HDFC MID-CAP OPPORTUNITIES FUND – Growth Option<\/a><\/td>\n<\/tr>\n
Reliance Equity Opportunities Fund-Growth Plan-Growth Option<\/a><\/td>\n<\/tr>\n
Axis Long Term Equity Fund – Growth<\/a><\/td>\n<\/tr>\n
DSP BlackRock Small and Mid Cap Fund – Regular Plan – Growth<\/a><\/td>\n<\/tr>\n
HDFC Equity Fund – Growth Option<\/a><\/td>\n<\/tr>\n
Birla Sun Life India Gennext Fund-Growth Option<\/a><\/td>\n<\/tr>\n
HDFC Capital Builder Fund – Growth Option<\/a><\/td>\n<\/tr>\n
HDFC Long Term Advantage Fund – Growth Option<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Best Fund 2011<\/th>\n<\/tr>\n<\/thead>\n
UTI Opportunities Fund-Growth Option<\/a><\/td>\n<\/tr>\n
Canara Robeco Large Cap+ Fund – Regular Plan – Growth<\/a><\/td>\n<\/tr>\n
Birla Sun Life MNC Fund-Plan B (Growth)*<\/a><\/td>\n<\/tr>\n
UTI India Lifestyle Fund – Growth Option<\/a><\/td>\n<\/tr>\n
Birla Sun Life India Gennext Fund-Growth Option*<\/a><\/td>\n<\/tr>\n
Axis Long Term Equity Fund – Growth*<\/a><\/td>\n<\/tr>\n
Mirae Asset Emerging Bluechip Fund – Regular Plan – Growth Option<\/a><\/td>\n<\/tr>\n
BNP PARIBAS Tax Advantage Plan (ELSS)-Growth Option<\/a><\/td>\n<\/tr>\n
Franklin India Taxshield-Growth<\/a><\/td>\n<\/tr>\n
Canara Robeco Equity Diversified – Regular Plan – Growth<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Best Fund 2012<\/th>\n<\/tr>\n<\/thead>\n
Principal Emerging Bluechip Fund – Growth Option<\/a><\/td>\n<\/tr>\n
Axis Midcap Fund – Growth<\/a><\/td>\n<\/tr>\n
BNP Paribas Mid Cap Fund-Growth Option<\/a><\/td>\n<\/tr>\n
Franklin India Smaller Companies Fund-Growth<\/a><\/td>\n<\/tr>\n
Kotak-Mid-Cap-Growth<\/a><\/td>\n<\/tr>\n
Taurus Discovery Fund – Growth Option<\/a><\/td>\n<\/tr>\n
Canara Robeco Emerging Equities – Regular Plan – GROWTH<\/a><\/td>\n<\/tr>\n
Kotak Emerging Equity Scheme – Growth<\/a><\/td>\n<\/tr>\n
HSBC Progressive Themes Fund – Growth<\/a><\/td>\n<\/tr>\n
HSBC Midcap Equity Fund – Growth<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Best Fund 2014<\/th>\n<\/tr>\n<\/thead>\n
SBI Smal & Midcap – Regular Plan – Growth<\/a><\/td>\n<\/tr>\n
Sundaram S.M.I.L.E.Fund-Growth<\/a><\/td>\n<\/tr>\n
DSP BlackRock Micro Cap Fund – Regular – Growth<\/a><\/td>\n<\/tr>\n
Birla Sun Life Pure Value Fund – Growth Option<\/a><\/td>\n<\/tr>\n
Reliance Small Cap Fund – Growth Plan – Growth Option<\/a><\/td>\n<\/tr>\n
Canara Robeco Emerging Equities – Regular Plan – GROWTH*<\/a><\/td>\n<\/tr>\n
Franklin Build India Fund Growth Plan<\/a><\/td>\n<\/tr>\n
Franklin India Smaller Companies Fund-Growth*<\/a><\/td>\n<\/tr>\n
Kotak Emerging Equity Scheme – Growth*<\/a><\/td>\n<\/tr>\n
ICICI Prudential MidCap Fund – Regular Plan – Growth<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Best Fund 2015<\/th>\n<\/tr>\n<\/thead>\n
Birla Sun Life MNC Fund – Growth – Regular Plan<\/a><\/td>\n<\/tr>\n
MOSt Focused Midcap 30-Regular Plan-Growth Option<\/a><\/td>\n<\/tr>\n
SBI Smal & Midcap – Regular Plan – Growth*<\/a><\/td>\n<\/tr>\n
DSP BlackRock Micro Cap Fund – Regular – Growth*<\/a><\/td>\n<\/tr>\n
MOSt Focused Multicap 35-Regular Plan-Growth Option<\/a><\/td>\n<\/tr>\n
JPMorgan India Mid and Small Cap Fund – Regular Plan – Growth Option<\/a><\/td>\n<\/tr>\n
Canara Robeco Emerging Equities – Regular Plan – GROWTH*<\/a><\/td>\n<\/tr>\n
L&T India Value Fund-Growth Option<\/a><\/td>\n<\/tr>\n
Sundaram Select Midcap-Growth<\/a><\/td>\n<\/tr>\n
BNP Paribas Mid Cap Fund-Growth Option<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

*We have stared the fund that made it to the top-10 list the previous year.<\/small><\/p>\n

Thoughts<\/h3>\n

There is no unqualified “best” fund out there. Among the top 5 fund houses (HDFC, ICICI Pru, Birla Sun Life, Reliance and UTI,) all funds within a class (large-cap, mid-cap, Top-100, etc…) will eventually put in roughly the same performance numbers. They will all revert to mean. Investors are probably better served with a negative list of funds and fund houses to avoid than a list of the “best” funds. <\/p>\n","protected":false},"excerpt":{"rendered":"

Top 10 funds over the years Based on our RS-Spead metric, we ranked mutual funds based on their relative outperformance vs. CNX 500 over a one year period. See if you can find a pattern here. Best Fund 2010 Religare Invesco MID N SMALL CAP Fund – Growth Option Birla Sun Life MNC Fund-Plan B … <\/p>\n","protected":false},"author":2,"featured_media":2033441,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[17],"class_list":["post-2037051","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing-insight","category-your-money","tag-mutual-funds","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2037051","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=2037051"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2037051\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/2033441"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2037051"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2037051"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2037051"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}