Top Mutual Fund brands in India

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, undefined	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, undefined	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 undefined	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