We analyzed the Top 10 Low Risk Mutual Funds for Investment in 2023-24, Ranked by Last 5 Years Returns @ 25% p.a. & More …
- Funds in this list are focused on generating returns while managing risk too
- These categories of Funds shouldn’t be compared with Equity Funds while comparing returns
- Invest if you are looking for a balance between risk & returns for your medium-to-long term investment
1. Quant Multi Asset Fund Direct-Growth
2. ICICI Prudential Multi Asset Fund Direct-Growth
3. ICICI Prudential Equity & Debt Fund Direct-Growth
4. Edelweiss Aggressive Hybrid Fund Direct – Growth
5. Baroda BNP Paribas Aggressive Hybrid Fund Direct – Growth
6. Canara Robeco Equity Hybrid Fund Direct-Growth
7. Mirae Asset Hybrid Equity Fund Direct-Growth
8. Edelweiss Balanced Advantage Fund Direct-Growth
9. ICICI Prudential Balanced Advantage Direct-Growth
10. Axis Triple Advantage Direct Plan -Growth
Table of Contents
1. Quant Multi Asset Fund Direct-Growth
[Previously called: Quant Unconstrained Direct-G]
# 2 in Multi Asset Allocation
Return (p.a.) : +25.97 % p.a.
Age : 10+ Years
- Since launch, it has delivered 13.71% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in Nippon India ETF Gold BeES, State Bank of India, Reliance Industries Ltd., GOI, Adani Ports and Special Economic Zone Ltd..
Link :
https://www.etmoney.com/mutual-funds/quant-multi-asset-fund-direct-growth/16918
2. ICICI Prudential Multi Asset Fund Direct-Growth
[Previously called: ICICI Pru Dynamic Direct-G]
#1 in Multi Asset Allocation
Return (p.a.) : +19.14 % p.a.
Age : 10+ Years
- Since launch, it has delivered 15.82% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in National Thermal Power Corp. Ltd., ICICI Bank Ltd., Oil & Natural Gas Corpn. Ltd., Bharti Airtel Ltd., HDFC Bank Ltd..
Link : https://www.etmoney.com/mutual-funds/icici-prudential-multi-asset-fund-direct-growth/15512
3. ICICI Prudential Equity & Debt Fund Direct-Growth
[Previously called: ICICI Pru Balanced Direct-G]
# 2 in Aggressive Hybrid
Return (p.a.) : +18.78 % p.a.
Age : 10+ Years
- Since launch, it has delivered 16.39% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in Bharti Airtel Ltd., Oil & Natural Gas Corpn. Ltd., Infosys Ltd., GOI, Reliance Industries Ltd..
Link: https://www.etmoney.com/mutual-funds/icici-prudential-equity-and-debt-fund-direct-growth/15382
4. Edelweiss Aggressive Hybrid Fund Direct – Growth
[Previously called: Edelweiss Multi Asset Allocation Direct-G]
#14 in Aggressive Hybrid
Return (p.a.) : +15.51 % p.a.
Age : 10+ Years
- Since launch, it has delivered 13.06% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in GOI, ICICI Bank Ltd., National Housing Bank, HDFC Bank Ltd., Reliance Industries Ltd..
Link: https://www.etmoney.com/mutual-funds/edelweiss-aggressive-hybrid-fund-direct-growth/16913
5. Baroda BNP Paribas Aggressive Hybrid Fund Direct – Growth
[Previously called: BNP Paribas Substantial Equity Hybrid Direct-G]
#7 in Aggressive Hybrid
Return (p.a.) : +14.19 % p.a.
Age : 10+ Years
- Since launch, it has delivered 13.07% average annual returns.
- The fund has doubled the money invested in it every 6 yrs.
- The fund’s top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., Infosys Ltd., Larsen & Toubro Ltd..
Link: https://www.etmoney.com/mutual-funds/baroda-bnp-paribas-aggressive-hybrid-fund-direct-growth/34330
6. Canara Robeco Equity Hybrid Fund Direct-Growth
[Previously called: Canara Robeco Equity Debt Allocation Direct-G]
#4 in Aggressive Hybrid
Return (p.a.) : +13.21 % p.a.
Age : 10+ Years
- Since launch, it has delivered 13.99% average annual returns.
- The fund has doubled the money invested in it every 6 yrs.
- The fund’s top 5 holdings are in GOI, ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Axis Bank Ltd.
Link: https://www.etmoney.com/mutual-funds/canara-robeco-equity-hybrid-fund-direct-growth/15951
7. Mirae Asset Hybrid Equity Fund Direct-Growth
[Previously called: Mirae Asset Prudence Direct-G]
# 10 in Aggressive Hybrid
Return (p.a.) : +13.17 % p.a.
Age : 7+ Years
- Since launch, it has delivered 12.92% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in GOI, Reliance Industries Ltd., HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd.
Link: https://www.etmoney.com/mutual-funds/mirae-asset-hybrid-equity-fund-direct-growth/30103
8. Edelweiss Balanced Advantage Fund Direct-Growth
[Previously called: Edelweiss Dynamic Equity Advantage Direct-G]
# 1 in Dynamic Asset Allocation
Return (p.a.) : +12.76 % p.a.
Age : 10+ Years
- Since launch, it has delivered 12.09% average annual returns.
- The fund has doubled the money invested in it every 6 yrs.
- The fund’s top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., GOI, Infosys Ltd..
Link: https://www.etmoney.com/mutual-funds/edelweiss-balanced-advantage-fund-direct-growth/17324
9. ICICI Prudential Balanced Advantage Direct-Growth
[Previously called: ICICI Pru Eq Volatility Advantage Direct-G]
# 4 in Dynamic Asset Allocation
Return (p.a.) : +11.87 % p.a.
Age : 10+ Years
- Since launch, it has delivered 12.61% average annual returns.
- The fund has doubled the money invested in it every 7 yrs.
- The fund’s top 5 holdings are in GOI, Reliance Industries Ltd., Reserve Bank of India, Infosys Ltd., HDFC Bank Ltd..
Link: https://www.etmoney.com/mutual-funds/icici-prudential-balanced-advantage-direct-growth/15396
10. Axis Triple Advantage Direct Plan -Growth
# 11 in Multi Asset Allocation
Return (p.a.) : +11.08 % p.a.
Age : 10+ Years
- Since launch, it has delivered 9.70% average annual returns.
- The fund has doubled the money invested in it every 7 yrs.
- The fund’s top 5 holdings are in Axis Gold ETF, ICICI Bank Ltd., Bajaj Finance Ltd., Housing Development Finance Corporation Ltd., Avenue Supermarts Ltd.
Link: https://www.etmoney.com/mutual-funds/axis-triple-advantage-direct-plan-growth/15260
Disclaimer :
This Video and information is only for Education purpose. Please check the source link given in description to get more details about the Mutual Fund before you invest.
Click for more details (Source Link ): https://www.etmoney.com/mutual-funds/featured/best-low-risk-mutual-funds/21