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18results
My First Fund is a list of hand-picked schemes across 2 most suitable categories of Mutual Funds for beginners in Investing. Balanced Funds & ELSS (i.e. Tax Saving Schemes). Balanced Funds offer a mix of Equity & FD-like instruments aiming to offer good returns at low risk, while ELSS offers 2 benefits in 1 Investment i.e. of saving tax & growing wealth.
- This list of hand-picked Mutual Fund Schemes contain Aggressive Hybrid from Balanced category of Schemes and Tax-saving (i.e. ELSS Schemes)
- ELSS Schemes have lowest lock-in of 3 years while Balanced Funds have no lock-in
- Suitable for investment horizon of 3 years or more
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Minimum: ₹ 100
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List of Mutual Fund for Beginners in India Ranked by Last 5 Year Returns
HYBRID Aggressive Hybrid
AUM
₹32,429 Crs
Min. Invest
₹100
Current Value₹
Return (p.a)
+ 26.26% + 91.03% + 18.98% + 171.37% + 47.08% + 11.65% + 26.44% + 46.31% + 37.08% + 5.04% + 31.13% + 33.98% + 43.26% + 21.84% + 11.77% + 0.76%
Min. Invest
₹100
#1 of 27 in Aggressive Hybrid ETM Rank #1 of 27 in Aggressive Hybrid
ETM Rank #1 of 27 in Aggressive Hybrid
Expense Ratio 1.02%
Age 11+ yrs
Invest
Motilal Oswal ELSS Tax Saver Fund
EQUITY ELSS
AUM
₹3,120 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 25.52% + 87.67% N.A. + 50.11% + 12.32% + 27.89% + 49.21% + 21.13% + 3.03% + 37.77% + 41.7% + 50.42% + 25.25% -31.49% -2.56%
Min. Invest
₹500
#27 of 34 in ELSS ETM Rank #27 of 34 in ELSS
ETM Rank #27 of 34 in ELSS
Expense Ratio 0.67%
Age 9+ yrs
Invest
EQUITY ELSS
AUM
₹5,050 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 23.73% + 79.79% + 18.25% + 160.88% + 43.98% + 10.97% + 23.21% + 40.02% + 37.2% + 5.06% + 28.83% + 31.35% + 38.91% + 19.74% + 6.57% + 0.44%
Min. Invest
₹500
#7 of 34 in ELSS ETM Rank #7 of 34 in ELSS
ETM Rank #7 of 34 in ELSS
Expense Ratio 0.56%
Age 11+ yrs
Invest
DSP ELSS Tax Saver Fund
EQUITY ELSS
AUM
₹14,147 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 23.35% + 78.15% + 18.15% + 159.48% + 34.7% + 8.85% + 21.99% + 37.69% + 8.09% + 1.22% + 28.15% + 30.58% + 38.28% + 19.43% -31.88% -2.6%
Min. Invest
₹500
#11 of 34 in ELSS ETM Rank #11 of 34 in ELSS
ETM Rank #11 of 34 in ELSS
Expense Ratio 0.79%
Age 11+ yrs
Invest
Mirae Asset ELSS Tax Saver Fund
EQUITY ELSS
AUM
₹21,302 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 22.34% + 73.9% N.A. + 30.62% + 7.9% + 19.34% + 32.71% + 9.01% + 1.35% + 24.73% + 26.71% + 32.87% + 16.79% -18.83% -1.42%
Min. Invest
₹500
#12 of 34 in ELSS ETM Rank #12 of 34 in ELSS
ETM Rank #12 of 34 in ELSS
Expense Ratio 0.58%
Age 8+ yrs
Invest
Edelweiss Aggressive Hybrid Fund
HYBRID Aggressive Hybrid
AUM
₹1,353 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 22.02% + 72.56% + 16.1% + 132.32% + 36.23% + 9.21% + 22.55% + 38.76% + 21.95% + 3.14% + 27.36% + 29.68% + 35.22% + 17.94% -3.1% -0.22%
Min. Invest
₹500
#4 of 27 in Aggressive Hybrid ETM Rank #4 of 27 in Aggressive Hybrid
ETM Rank #4 of 27 in Aggressive Hybrid
Expense Ratio 0.25%
Age 11+ yrs
Invest
Canara Robeco ELSS Tax Saver
EQUITY ELSS
AUM
₹7,333 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 21.59% + 70.79% + 17.55% + 151.23% + 33.12% + 8.48% + 18.64% + 31.42% + 13.54% + 1.99% + 23.72% + 25.57% + 32.13% + 16.43% -6.46% -0.46%
Min. Invest
₹500
#8 of 34 in ELSS ETM Rank #8 of 34 in ELSS
ETM Rank #8 of 34 in ELSS
Expense Ratio 0.58%
Age 11+ yrs
Invest
Invesco India ELSS Tax Saver Fund
EQUITY ELSS
AUM
₹2,545 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 20.13% + 64.85% + 16.49% + 137.28% + 30.59% + 7.89% + 19.44% + 32.89% + 4.97% + 0.76% + 26.9% + 29.16% + 36.75% + 18.69% -31.47% -2.55%
Min. Invest
₹500
#19 of 34 in ELSS ETM Rank #19 of 34 in ELSS
ETM Rank #19 of 34 in ELSS
Expense Ratio 0.73%
Age 11+ yrs
Invest
Baroda BNP Paribas Aggressive Hybrid Fund
HYBRID Aggressive Hybrid
AUM
₹969 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 19.91% + 63.97% N.A. + 43.14% + 10.78% + 20.16% + 34.23% + 36.46% + 4.97% + 26.05% + 28.2% + 36.78% + 18.71% + 17.38% + 1.1%
Min. Invest
₹500
#5 of 27 in Aggressive Hybrid ETM Rank #5 of 27 in Aggressive Hybrid
ETM Rank #5 of 27 in Aggressive Hybrid
Expense Ratio 0.55%
Age 7+ yrs
Invest
Sundaram Aggressive Hybrid Fund
HYBRID Aggressive Hybrid
AUM
₹4,325 Crs
Min. Invest
₹100
Current Value₹
Return (p.a)
+ 17.33% + 53.98% + 13.91% + 106.62% + 30.47% + 7.86% + 16.58% + 27.67% + 19.88% + 2.86% + 20.59% + 22.09% + 28.69% + 14.74% -2.53% -0.18%
Min. Invest
₹100
#12 of 27 in Aggressive Hybrid ETM Rank #12 of 27 in Aggressive Hybrid
ETM Rank #12 of 27 in Aggressive Hybrid
Expense Ratio 0.79%
Age 11+ yrs
Invest
Canara Robeco Equity Hybrid Fund
HYBRID Aggressive Hybrid
AUM
₹9,809 Crs
Min. Invest
₹1000
Current Value₹
Return (p.a)
+ 17.06% + 52.98% + 14.81% + 116.84% + 26.65% + 6.94% + 15.85% + 26.34% + 11.72% + 1.74% + 19.98% + 21.4% + 26.17% + 13.48% -4.14% -0.29%
Min. Invest
₹1000
#6 of 27 in Aggressive Hybrid ETM Rank #6 of 27 in Aggressive Hybrid
ETM Rank #6 of 27 in Aggressive Hybrid
Expense Ratio 0.66%
Age 11+ yrs
Invest
Mirae Asset Aggressive Hybrid Fund
HYBRID Aggressive Hybrid
AUM
₹8,414 Crs
Min. Invest
₹1000
Current Value₹
Return (p.a)
+ 17.01% + 52.8% N.A. + 24.17% + 6.34% + 15.77% + 26.2% + 11.04% + 1.64% + 19.53% + 20.91% + 24.67% + 12.73% -10.06% -0.72%
Min. Invest
₹1000
#10 of 27 in Aggressive Hybrid ETM Rank #10 of 27 in Aggressive Hybrid
ETM Rank #10 of 27 in Aggressive Hybrid
Expense Ratio 0.38%
Age 8+ yrs
Invest
SBI Equity Hybrid Fund
HYBRID Aggressive Hybrid
AUM
₹65,074 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 15.74% + 48.12% + 13.79% + 105.35% + 27.65% + 7.19% + 14.64% + 24.2% + 21.43% + 3.07% + 18.32% + 19.57% + 25.97% + 13.38% + 22.66% + 1.41%
Min. Invest
₹500
#13 of 27 in Aggressive Hybrid ETM Rank #13 of 27 in Aggressive Hybrid
ETM Rank #13 of 27 in Aggressive Hybrid
Expense Ratio 0.76%
Age 11+ yrs
Invest
Axis ELSS Tax Saver Fund
EQUITY ELSS
AUM
₹34,025 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 15.57% + 47.48% + 14.41% + 112.18% + 38.27% + 9.68% + 14.31% + 23.61% + 34.02% + 4.67% + 21.96% + 23.61% + 33.83% + 17.26% + 35.51% + 2.1%
Min. Invest
₹500
#24 of 34 in ELSS ETM Rank #24 of 34 in ELSS
ETM Rank #24 of 34 in ELSS
Expense Ratio 0.78%
Age 11+ yrs
Invest
Aditya Birla Sun Life ELSS Tax Saver Fund
EQUITY ELSS
AUM
₹15,006 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 13.94% + 41.7% + 12.19% + 88.54% + 28.7% + 7.44% + 14.42% + 23.8% + 12.9% + 1.91% + 20.4% + 21.87% + 29.74% + 15.25% -18.19% -1.36%
Min. Invest
₹500
#22 of 34 in ELSS ETM Rank #22 of 34 in ELSS
ETM Rank #22 of 34 in ELSS
Expense Ratio 0.95%
Age 11+ yrs
Invest
Motilal Oswal Balance Advantage Fund
HYBRID Dynamic Asset Allocation
AUM
₹1,246 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 12.84% + 37.9% N.A. + 8.41% + 2.31% + 15.0% + 24.82% + 2.29% + 0.35% + 20.04% + 21.47% + 22.78% + 11.79% -2.43% -0.17%
Min. Invest
₹500
#17 of 17 in Dynamic Asset Allocation ETM Rank #17 of 17 in Dynamic Asset Allocation
ETM Rank #17 of 17 in Dynamic Asset Allocation
Expense Ratio 0.98%
Age 7+ yrs
Invest
Bandhan Balanced Advantage Fund
HYBRID Dynamic Asset Allocation
AUM
₹2,220 Crs
Min. Invest
₹100
Current Value₹
Return (p.a)
+ 12.31% + 36.12% N.A. + 18.64% + 4.96% + 11.95% + 19.49% + 12.39% + 1.83% + 15.36% + 16.32% + 19.37% + 10.07% -0.36% -0.03%
Min. Invest
₹100
#14 of 17 in Dynamic Asset Allocation ETM Rank #14 of 17 in Dynamic Asset Allocation
ETM Rank #14 of 17 in Dynamic Asset Allocation
Expense Ratio 0.71%
Age 9+ yrs
Invest
DSP Dynamic Asset Allocation Fund
HYBRID Dynamic Asset Allocation
AUM
₹3,125 Crs
Min. Invest
₹500
Current Value₹
Return (p.a)
+ 11.37% + 32.98% + 10.18% + 69.45% + 15.37% + 4.13% + 11.39% + 18.51% + 3.36% + 0.51% + 14.57% + 15.46% + 17.72% + 9.23% -6.92% -0.49%
Min. Invest
₹500
#12 of 17 in Dynamic Asset Allocation ETM Rank #12 of 17 in Dynamic Asset Allocation
ETM Rank #12 of 17 in Dynamic Asset Allocation
Expense Ratio 0.79%
Age 10+ yrs
Invest
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