Top Consistent Mutual Funds

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HDFC Equity Savings Fund - GROWTH PLAN 05-09-2004 3,166.65 2.00 9.58 12.39 9.66 9.78
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 683.70 1.45 9.50 9.83 8.58 -
Kotak Equity Savings Fund - Regular - Growth 11-10-2014 3,292.26 1.94 12.15 10.85 9.83 -
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 3,072.61 1.14 14.50 11.33 10.32 -
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 656.82 2.24 11.42 10.51 8.97 8.29

Most consistent funds have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc). Also note that, schemes whose AUMs have not yet reached Rs 500 crores have been excluded from ranking.