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Best Performing Equity, ELSS & Debt Mutual Funds MFs of 2012

This article lists the top 5 mutual funds (MFs) for the year 2012 for various types / categories – Equity Diversified MFs, Tax Saving (ELSS) MFs and Debt MFs.

As the year ends, it is time to look into the rear view mirror and find out which mutual funds have performed the best in the year gone by.

Of course, we need to remember that “past performance is not a guarantee for future performance”. But please keep in mind that consistent performance over a long period of time can be a convincing proof of strong stock picking and fund management skills.

So, here is a list of top performing mutual funds (MFs) for the year 2012.

My recommendation – It is always advisable to pay more attention to long term performance and rankings instead of the 1 year performance..

 

Equity – Diversified (Large & Mid Cap) Mutual Funds (MFs)

 

Top 5 Funds Based on 5 Year Return (Annualized)

Fund Name5 Year Return (Annualized %)1 Year Return (%)
Quantum Long Term Equity7.9828.58
UTI Opportunities6.2824.0
HDFC Top 2006.2128.42
HDFC Equity6.0430.34
UTI Equity5.7528.73

 

Top 5 Funds Based on 1 Year Return

Fund Name5 Year Return (Annualized %)1 Year Return (%)
Principal Growth-5.1642.70
Reliance Equity-3.3036.29
IDFC Classic Equity-2.6635.71
SBI Bluechip0.0935.27
SBI Magnum Multicap-3.9934.74

 

Equity – Tax Saving (ELSS) Mutual Funds (MFs)

 

Top 5 Funds Based on 5 Year Return (Annualized)

Fund Name5 Year Return (Annualized %)1 Year Return (%)
Canara Robeco Equity Tax Saver6.6627.26
Religae Tax Plan4.4527.68
Franklin India Taxshield4.3726.82
ICICI Prudential Tax Plan4.2933.67
L&T Tax Advantage3.9924.36

 

Top 5 Funds Based on 1 Year Return

Fund Name5 Year Return (Annualized %)1 Year Return (%)
Reliance Tax Saver3.3742.70
HSBC Tax Saver Equity1.8636.42
DSPBR Tax Saver0.7636.15
ICICI Prudential Tax Plan4.2933.67
Sundaram Taxsaver0.7530.82

 

Debt Mutual Funds (MFs) – Income Funds

 

Top 5 Funds Based on 5 Year Return (Annualized)

Fund Name5 Year Return (Annualized %)1 Year Return (%)
Canara Robeco Income11.489.71
Sahara Income9.659.31
Birla Sun Life Dynamic Bond9.5710.46
Escorts Income9.4011.69
IDFC Dynamic Bond Plan A9.3310.42

 

Top 5 Funds Based on 1 Year Return

Fund Name5 Year Return (Annualized %)1 Year Return (%)
Kotak Bond Deposit9.1112.66
Kotak Bond Plan A9.2312.63
SBI Magnum Income6.1412.17
Templeton India Income Builder7.7911.81
Escorts Income9.4011.69

 

So, go ahead and make investment plans for the year 2013. And remember not to get influenced by short term returns – long term performance is the only way to judge a mutual fund (MF) prudently!

Happy investing!

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