Top Mutual Fund brands in India

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Even though a very small amount of money is invested in mutual funds by Indian families, the mutual fund business in India is growing at a steady pace. There are different types of schemes that investors can go for and these schemes include both value-added schemes and innovative schemes.

Top Mutual Fund Brands in India: An overview

Given below are the highest traded mutual funds brands in India:

Top Equity Funds


Axis Bluechip Fund Direct Plan-Growth


Major features of Axis Bluechip Fund Direct Plan-Growth
  • Nature - Equity
  • Kind of scheme - Open Ended
  • Date of inception - 02-Jan-2013Option - Growth
  • SIP (Systematic Investment Plan)
  • Fund Manager – Ashish Naik.
  • STP (Systematic Transfer Plan)
  • Portfolio Turnover Ratio- 1.5%
  • Expense ratio - 0.51 %
  • Minimum Investment (Rs) 5000
Contact Details of Axis Bluechip Fund Direct Plan-Growth
Address Contact Email ID
'Axis House' - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg, Worli,
022-24255161 [email protected]
[email protected]

Axis Small Cap Fund Direct-Growth


Major features of Axis Small Cap Fund Direct-Growth
  • Nature - Equity
  • Kind of scheme - Open Ended
  • Date of Inception – 11 Nov 2013
  • Option - Growth
  • SIP (Systematic Investment Plan)
  • Fund Manager - Ritesh Jain.
  • Systematic Withdrawal Plan
  • Systematic Transfer Plan
  • Expense ratio - 0.40%
  • Minimum Investment – Rs. 5000
Contact details Axis Small Cap Fund Direct-Growth
Address Contact Email ID
'Axis House' - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg, Worli,
022-24255161 [email protected]
[email protected]

SBI Magnum Global Direct Plan-Growth


Important features of SBI Magnum Global Direct Plan-Growth
  • Nature - Equity
  • Kind of Scheme - Open Ended
  • Date of Inception – 1 Jan 2013
  • Option - Growth
  • Face Value (Rs/Unit) - 10
  • SIP (Systematic Investment Plan)
  • Fund Manager – Arun Upadhyay
  • Portfolio Turnover Ratio - 49%
  • Expense ratio – 1.28
  • Minimum Investment (Rs) 5000
  • Exit load- 1%
  • 1 Yr return – 5.75%
  • 3 years CAGR returns – 6.21%
  • 5 years CAGR returns – 7.56%
Contact Details ICICI Prudential Balanced Fund
Address Contact Email ID
9th Floor-Crescenzo,
C-38 & 39- G Block, Bandra-Kurla Complex,
Bandra (East)
022 - 61793000
1800 425 5425
[email protected]

Top Debt Funds


ICICI Prudential Long Term Bond Fund Direct Plan-Growth


Important features of ICICI Prudential Long Term Bond Fund Direct Plan-Growth
  • Nature - Debt
  • Kind of Scheme - Open Ended
  • Date of Inception – Jan 1, 2013
  • Option - Growth
  • Systematic Investment Plan
  • Fund Manager – Manish banthia
  • Systematic Withdrawal Plan
  • Systematic Transfer Plan
  • Expense ratio – 1.41
  • Minimum Investment – Rs. 5000
  • 1-year return – 11.68%
  • 3 years CAGR return – 9.15%
  • 5 years CAGR returns – 10.16%
Contact details of ICICI Prudential Long Term Bond Fund Direct Plan-Growth
Address Contact Email ID
One BKC, A Wing,
13th Floor, Bandra Kurla Complex,
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022- 26525000,
1800 222 999,
1800 200 6666
[email protected]

ICICI Prudential Long Term Bond Fund Direct Plan-Growth


Important features of ICICI Prudential Long Term Bond Fund Direct Plan-Growth
  • Nature - Debt
  • Kind of Scheme - Open Ended
  • Date of Inception – Jan 1, 2013
  • Option - Growth
  • Systematic Investment Plan
  • Fund Manager – Manish banthia
  • Systematic Withdrawal Plan
  • Systematic Transfer Plan
  • Expense ratio – 1.41
  • Minimum Investment – Rs. 5000
  • 1-year return – 11.68%
  • 3 years CAGR return – 9.15%
  • 5 years CAGR returns – 10.16%
Contact details of ICICI Prudential Long Term Bond Fund Direct Plan-Growth
Address Contact Email ID
One BKC, A Wing,
13th Floor, Bandra Kurla Complex,
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022- 26525000,
1800 222 999,
1800 200 6666
[email protected]

SBI Magnum Medium Duration Fund Direct-Growth


Major features of SBI Magnum Medium Duration Fund Direct-Growth
  • Nature – Medium duration Debt
  • Kind of Scheme - Open Ended
  • Date of Inception – 1 Jan 2013
  • Option – Growth
  • Fund size (2020) – Rs. 1671.35 crores
  • Systematic Investment Plan
  • Fund Manager -Ruchit Mehta.
  • Expense ratio – 0.71
  • Minimum Investment –Rs.5000
  • 1-year return - 12.39%
  • 3 years CAGR returns - 9.48%
  • 5 years CAGR returns – 10.55%
Contact Details of SBI Magnum Medium Duration Fund Direct-Growth
Address Contact Email ID
9th Floor-Crescenzo,
C-38 & 39- G Block,
Bandra-Kurla Complex, Bandra (East)
022 - 61793000
1800 425 5425
[email protected]

Aditya Birla Sun Life Liquid Fund Direct-Growth


Major features of Aditya Birla Sun Life Liquid Fund Direct-Growth
  • Nature – Debt
  • Kind of Scheme - Open Ended
  • Date of Inception – 01 Jan 2013
  • Option – Growth
  • Fund size (2020) – ₹ 61142.99
  • Systematic Investment Plan
  • Fund Manager - Kaustubh Gupta.
  • Expense ratio – 0.21
  • Minimum Investment –Rs.5000
  • 1-year return - 5.03%
  • 3 years CAGR returns -6.53%
  • 5 years CAGR returns – 6.89%
Contact Details of Aditya Birla Sun Life Liquid Fund Direct-Growth
Address Contact
One IndiaBulls Center - Tower 1
17th Floor - Jupiter Mills Compound
841 Senapati Bhawan, Elphinstone Road,
022-43568000
1800-270-7000
1800-22-7000

ICICI Prudential Short Term Fund Direct Plan-Growth


Major Features of ICICI Prudential Short Term Fund Direct Plan-Growth
  • Nature – Debt
  • Kind of Scheme - Open Ended
  • Date of Inception – 01 Jan 2013
  • Option – Growth
  • Fund size (2020) – ₹ 8445.59
  • Systematic Investment Plan
  • Fund Manager - Manish Banthia.
  • Expense ratio – 0.40
  • Minimum Investment –Rs.5000
  • 1-year return - 11.35%
  • 3 years CAGR returns -8.78%
  • 5 years CAGR returns – 9.35%
Contact Details of ICICI Prudential Short Term Fund Direct Plan-Growth
Address Contact Email ID
One BKC, A Wing,
13th Floor, Bandra Kurla Complex
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022- 26525000
1800 222 999
1800 200 6666
[email protected]

Top Hybrid Funds


Aditya Birla Sun Life Arbitrage Fund Direct-Growth


Major Features of Aditya Birla Sun Life Arbitrage Fund Direct-Growth
  • Nature – Hybrid
  • Kind of Scheme - Open Ended
  • Date of Inception – 01 Jan 2013
  • Option – Growth
  • Fund size (2020) – ₹ 3587.18
  • Systematic Investment Plan
  • Fund Manager - Lovelish Solanki.
  • Expense ratio – 0.29
  • Minimum Investment –Rs.5000
  • 1-year return - 5.43%
  • 3 years CAGR returns -6.31%
  • 5 years CAGR returns –6.47%
Contact Details of Aditya Birla Sun Life Arbitrage Fund Direct-Growth
Address Contact
One IndiaBulls Center - Tower 1
17th Floor - Jupiter Mills Compound
841 Senapati Bhawan, Elphinstone Road,
022-43568000
1800-270-7000
1800-22-7000

Franklin India Pension Plan-Growth


Major Features of Franklin India Pension Plan-Growth
  • Nature – Hybrid
  • Kind of Scheme - Open Ended
  • Date of Inception –03 Mar 1997
  • Option – Growth
  • Fund size (2020) –₹ 442.54
  • Systematic Investment Plan
  • Fund Manager - Krishna Prasad Natarajan
  • Expense ratio – 2.53
  • Minimum Investment –Rs.5000
  • 1-year return - 2.06%
  • 3 years CAGR returns - 3.8%
  • 5 years CAGR returns –6.04%
Contact Details of Franklin India Pension Plan-Growth
Address Contact Email ID
Indiabulls Finance Center,
Tower 2, 12th and 13th Floor, Senapati Bapat Marg,
Elphinstone Road (West)
1-800-4254255
60004255
[email protected]

DFC Dynamic Equity Fund - Growth


Major Features of DFC Dynamic Equity Fund - Growth
  • Nature – Hybrid
  • Kind of Scheme - Open Ended
  • Date of Inception – 10-Oct-2014
  • Option – Growth
  • Fund size (2020) – ₹2,108.37 crore
  • Systematic Investment Plan
  • Fund Manager - Sumit Agarwal.
  • Expense ratio – 2.17
  • Minimum Investment –Rs.5000
  • 1-year return - 21.54%
  • 3 years CAGR returns -10.00%
  • 5 years CAGR returns – 9.79%
Contact Details of DFC Dynamic Equity Fund - Growth
Address Contact Email ID Fax Number Website
OneIndiaBulls Centre, 841, Jupiter Mills Compound
Senapati Bapat Marg,
Elphinstone Road (West), Mumbai - 400 013
022-66289999 [email protected] 022-24215052 www.idfcmf.com

Last Updated on August 27, 2021