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Low Risk High Return Mutual Funds To Invest

which are the low risk high return mutual funds to invest in india

Low Risk High Return Mutual Funds

There are thousands of mutual funds schemes from 44 asset management companies to choose from. The biggest question arises here is then, in which fund to start the investment?

Before selecting a fund you should study its Risk-Return relation. Then after you can start investing your valuable money to give more value to it. Here in this article after considering the risk and return factor I am giving you the list of ten mutual fund schemes in which you can start you investment.

I have selected total 10 mutual funds Schemes on the basis of various important parameters like the type of fund, asset under management, returns (1, 3 & 5 year), Alpha, Standard Deviation etc.

Before moving to our list let me first clear you the very important concepts called Alpha and Standard Deviation in a short and very simple language.
  • Alpha: Higher the alpha, better is the fund to start investment.
  • Standard Deviation: Lower the standard deviation, better is the fund for investment.
Here is the complete list:
Low Risk High Return Mutual Funds

1. Kotak Select Focus Fund
  • Type: Large Cap Fund
  • AUM: More than 17,800 crore 
  • Return: 1 Year - 18.49% | 3 Year - 12.83% | 5 Year - 20.37% 
  • Return Since Inception: 15.08%
  • Alpha (Fund/Category): 1 Year - 2.5/1.7 | 3 Year - 6.4/3.7 | 5 Year - 6.5/3.3
  • Standard Deviation (Fund/Category) : 1 Year - 12.1/12.1 | 3 Year - 14/14 | 5 Year - 14.6/14.6
2. Aditya Birla Sunlife Frontline Equity Fund
  • Type: Large Cap Fund
  • AUM: More than 20,500 crore 
  • Return: 1 Year - 17.08% | 3 Year - 10.05% | 5 Year - 16.87%
  • Return Since Inception: 22.01%
  • Alpha (Fund/Category): 1 Year - 0.4/0.9 | 3 Year - 3/2.3 | 5 Year - 4/1.8
  • Standard Deviation (Fund/Category) : 1 Year - 11/11.3 | 3 Year - 13.1/13.6 | 5 Year - 13.9/14
3. ICICI Prudential Focused Bluechip Equity Fund
  • Type: Large Cap Fund
  • AUM: More tha 14,500 crore 
  • Return: 1 Year - 15.69% | 3 Year - 8.01% | 5 Year - 16.39% 
  • Return Since Inception: 14.89%
  • Alpha (Fund/Category): 1 Year - 4.6/0.9 | 3 Year - 4.4/2.3 | 5 Year - 4.6/1.8
  • Standard Deviation (Fund/Category) : 1 Year - 9.5/11.3 | 3 Year - 13.2/13.6 | 5 Year - 13.3/14
4. HDFC Top 200 Fund
  • Type: Large Cap Fund
  • AUM: More than 16,000 crore 
  • Return: 1 Year - 12.20% | 3 Year - 6.83% | 5 Year - 14.83% 
  • Return Since Inception: 20.35%
  • Alpha (Fund/Category): 1 Year - 0.4/0.9 | 3 Year - -0.6/2.3 | 5 Year - 0.1/1.8
  • Standard Deviation (Fund/Category) : 1 Year - 12.1/11.3 | 3 Year - 15.9/13.6 | 5 Year - 17.1/14
5. SBI Bluechip Fund
  • Type: Large Cap Fund
  • AUM: More than 18,000 crore 
  • Return: 1 Year - 14.32% | 3 Year - 8.40% | 5 Year - 17.60% 
  • Return Since Inception: 11.48%
  • Alpha (Fund/Category): 1 Year - -2.7/0.9 | 3 Year - 4.9/2.3 | 5 Year - 6/1.8
  • Standard Deviation (Fund/Category) : 1 Year - 11.3/11.3 | 3 Year - 12.4/13.6 | 5 Year - 12.9/14
6. Franklin India Prima Plus Fund
  • Type: Multi Cap Fund
  • AUM: More than 12,000 crore 
  • Return: 1 Year - 12.23% | 3 Year - 8.03% | 5 Year - 18.40% 
  • Return Since Inception: 18.81%
  • Alpha (Fund/Category): 1 Year - -3.1/1.7 | 3 Year - 3.4/3.7 | 5 Year - 4.7/3.3
  • Standard Deviation (Fund/Category) : 1 Year - 11.7/12.1 | 3 Year - 12.7/14 | 5 Year - 13.5/14.6
7. ICICI Prudential Value Discovery Fund
  • Type: Multi Cap Fund
  • AUM: More than 17,400 crore 
  • Return: 1 Year - 10.13% | 3 Year - 5.90% | 5 Year - 20.57% 
  • Return Since Inception: 21.56%
  • Alpha (Fund/Category): 1 Year - -3.9/1.7 | 3 Year - 1.2/3.7 | 5 Year - 6.1/3.3
  • Standard Deviation (Fund/Category) : 1 Year - 8.5/12.1 | 3 Year - 12.5/14 | 5 Year - 15.4/14.6
8. HDFC Equity Fund
  • Type: Multi Cap Fund
  • AUM: More than 23,000 crore 
  • Return: 1 Year - 15.29% | 3 Year - 7.49% | 5 Year - 16.53% 
  • Return Since Inception: 19.36%
  • Alpha (Fund/Category): 1 Year - -0.9/1.7 | 3 Year - -1.6/3.7 | 5 Year - 0.4/3.3
  • Standard Deviation (Fund/Category) : 1 Year - 12.8/12.1 | 3 Year - 16.7/14 | 5 Year - 18/14.6
9. HDFC Mid Cap Opportunities Fund
  • Type: Mid Cap Fund
  • AUM: More than 20,000 crore 
  • Return: 1 Year - 18.67% | 3 Year - 13.91% | 5 Year - 26% 
  • Return Since Inception: 17.48%
  • Alpha (Fund/Category): 1 Year - 1.7/2.1 | 3 Year - 2.2/3 | 5 Year - 6.8/5.1
  • Standard Deviation (Fund/Category) : 1 Year - 12.9/13.4 | 3 Year - 14.4/15 | 5 Year - 15.7/16.19
10. Axis Long Term Equity Fund
  • Type: ELSS (Tax Saving) Fund
  • AUM: More than 16,500 crore 
  • Return: 1 Year - 23% | 3 Year - 7.77% | 5 Year - 22.96% 
  • Return Since Inception: 18.56%
  • Alpha (Fund/Category): 1 Year - 1.5/2.4 | 3 Year - 5/4.4 | 5 Year - 8.6/4.3
  • Standard Deviation (Fund/Category) : 1 Year - 12.5/12.4 | 3 Year - 12.3/14.2 | 5 Year - 13.4/14.8
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