close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Mutual Fund for Beginners

Mutual funds for beginners are hand-picked schemes from two of the most suitable categories: Balanced Funds and ELSS (Tax Saving Schemes). Balanced Funds provide a mix of equity and FD-like instruments, aiming for good returns with lower risk. ELSS funds offer a dual benefit?tax savings and wealth growth?making them a smart choice for new investors.

  • 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
Show returns & current values for:
ShowReturns foroffor
Investment: 6 Lakh

List of Mutual Fund for Beginners in India sorted by Returns

Motilal Oswal ELSS Tax Saver Fund
AUM
₹4,377 Cr
Current Value
Return (p.a)
+ 22.24% + 73.5% + 18.49% + 164.3% + 15.35% + 4.2% + 22.96% + 108.97% % -97.22% + 22.93% + 39.52% + 11.01% + 1.71% + 15.26% -22.51% + 21.62% + 403.7% + 11.94% + 6.28% + 11.15% + 0.81%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.81%
ICICI Prudential Equity & Debt Fund
AUM
₹46,392 Cr
Current Value
Return (p.a)
+ 20.1% + 64.75% + 18.07% + 158.43% + 17.28% + 4.7% + 18.85% + 93.34% % -97.22% + 18.78% + 31.72% + 22.21% + 3.31% + 14.81% -22.84% + 20.73% + 388.11% + 16.64% + 8.69% + 31.97% + 2.15%
ETM Rank
#NA of NAin Aggressive Hybrid Unranked
App exclusive play store apple store
Expense 1.55%
DSP ELSS Tax Saver Fund
AUM
₹16,749 Cr
Current Value
Return (p.a)
+ 18.49% + 58.44% + 17.49% + 150.52% + 10.82% + 3.0% + 18.36% + 91.53% % -97.21% + 18.5% + 31.19% + 18.09% + 2.73% + 12.9% -24.22% + 19.68% + 370.12% + 10.7% + 5.64% + 44.07% + 2.84%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.63%
Mirae Asset ELSS Tax Saver Fund
AUM
₹25,911 Cr
Current Value
Return (p.a)
+ 16.77% + 51.92% N.A. + 21.01% + 5.66% + 16.86% + 86.12% % -97.21% + 17.66% + 29.66% + 26.29% + 3.86% + 14.39% -23.14% + 18.58% + 352.11% + 17.71% + 9.24% + 60.1% + 3.68%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.55%
Edelweiss Aggressive Hybrid Fund
AUM
₹3,161 Cr
Current Value
Return (p.a)
+ 16.5% + 50.94% + 14.94% + 118.42% + 12.17% + 3.36% + 16.29% + 84.06% % -97.23% + 16.08% + 26.8% + 14.61% + 2.23% + 12.15% -24.77% + 16.94% + 326.58% + 11.78% + 6.2% + 28.79% + 1.96%
ETM Rank
#NA of NAin Aggressive Hybrid Unranked
App exclusive play store apple store
Expense 1.87%
Invesco India ELSS Tax Saver Fund
AUM
₹2,793 Cr
Current Value
Return (p.a)
+ 15.78% + 48.29% + 15.2% + 121.46% + 13.73% + 3.78% + 16.19% + 83.72% % -97.21% + 17.0% + 28.46% + 15.96% + 2.43% + 11.57% -25.18% + 16.66% + 322.28% + 11.16% + 5.88% + 41.24% + 2.68%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.92%
Kotak ELSS Tax Saver Fund
AUM
₹6,278 Cr
Current Value
Return (p.a)
+ 15.74% + 48.13% + 15.86% + 129.39% + 11.69% + 3.23% + 15.04% + 79.69% % -97.23% + 14.25% + 23.53% + 14.52% + 2.22% + 9.34% -26.78% + 17.36% + 332.88% + 10.03% + 5.29% + 33.85% + 2.26%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.76%
Canara Robeco ELSS Tax Saver
AUM
₹8,799 Cr
Current Value
Return (p.a)
+ 14.89% + 45.1% + 16.25% + 134.41% + 12.96% + 3.57% + 14.59% + 78.16% % -97.22% + 14.86% + 24.63% + 15.98% + 2.43% + 11.1% -25.51% + 17.15% + 329.88% + 11.78% + 6.2% + 35.02% + 2.33%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.7%
SBI Equity Hybrid Fund
AUM
₹79,008 Cr
Current Value
Return (p.a)
+ 14.46% + 43.54% + 13.65% + 103.81% + 15.82% + 4.32% + 14.88% + 79.12% % -97.23% + 16.19% + 26.98% + 21.71% + 3.24% + 14.96% -22.73% + 14.8% + 295.23% + 17.13% + 8.94% + 48.31% + 3.07%
ETM Rank
#NA of NAin Aggressive Hybrid Unranked
App exclusive play store apple store
Expense 1.38%
Aditya Birla Sun Life ELSS Tax Saver Fund
AUM
₹15,175 Cr
Current Value
Return (p.a)
+ 13.72% + 40.97% + 11.96% + 86.33% + 19.53% + 5.29% + 15.06% + 79.74% % -97.22% + 16.39% + 27.35% + 20.49% + 3.07% + 13.84% -23.54% + 13.3% + 274.8% + 17.66% + 9.22% + 52.51% + 3.3%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.69%
Canara Robeco Equity Hybrid Fund
AUM
₹11,073 Cr
Current Value
Return (p.a)
+ 13.24% + 39.29% + 13.5% + 102.17% + 12.05% + 3.33% + 13.41% + 74.12% % -97.22% + 13.79% + 22.72% + 15.42% + 2.35% + 11.12% -25.5% + 14.28% + 287.93% + 11.66% + 6.14% + 32.66% + 2.19%
ETM Rank
#NA of NAin Aggressive Hybrid Unranked
App exclusive play store apple store
Expense 1.72%
Mirae Asset Aggressive Hybrid Fund
AUM
₹9,128 Cr
Current Value
Return (p.a)
+ 13.22% + 39.22% + 13.31% + 100.11% + 13.45% + 3.7% + 13.32% + 73.81% % -97.22% + 13.71% + 22.58% + 16.46% + 2.5% + 11.41% -25.3% + 14.06% + 284.87% + 12.93% + 6.79% + 34.99% + 2.33%
ETM Rank
#NA of NAin Aggressive Hybrid Unranked
App exclusive play store apple store
Expense 1.72%
Baroda BNP Paribas Aggressive Hybrid Fund
AUM
₹1,228 Cr
Current Value
Return (p.a)
+ 13.21% + 39.2% N.A. + 7.42% + 2.08% + 13.11% + 73.11% % -97.23% + 12.8% + 20.99% + 9.08% + 1.42% + 8.53% -27.36% + 14.42% + 289.89% + 7.24% + 3.83% + 21.25% + 1.49%
ETM Rank
#NA of NAin Aggressive Hybrid Unranked
App exclusive play store apple store
Expense 2.12%
Sundaram Aggressive Hybrid Fund
AUM
₹6,944 Cr
Current Value
Return (p.a)
+ 12.88% + 38.05% + 12.62% + 92.87% + 11.41% + 3.16% + 12.66% + 71.59% % -97.22% + 12.89% + 21.14% + 17.01% + 2.58% + 10.05% -26.27% + 13.66% + 279.46% + 10.27% + 5.42% + 40.22% + 2.63%
ETM Rank
#NA of NAin Aggressive Hybrid Unranked
App exclusive play store apple store
Expense 1.79%
Axis ELSS Tax Saver Fund
AUM
₹34,302 Cr
Current Value
Return (p.a)
+ 12.38% + 36.39% + 13.1% + 97.94% + 11.95% + 3.3% + 13.28% + 73.66% % -97.22% + 14.84% + 24.57% + 15.16% + 2.31% + 11.25% -25.41% + 13.5% + 277.33% + 11.49% + 6.05% + 40.49% + 2.64%
ETM Rank
#NA of NAin ELSS Unranked
App exclusive play store apple store
Expense 1.54%
DSP Dynamic Asset Allocation Fund
AUM
₹3,532 Cr
Current Value
Return (p.a)
+ 10.8% + 31.13% + 9.82% + 66.23% + 9.99% + 2.78% + 11.62% + 68.13% % -97.22% + 12.26% + 20.04% + 13.18% + 2.03% + 10.53% -25.93% + 10.64% + 240.69% + 9.98% + 5.26% + 25.17% + 1.74%
ETM Rank
#NA of NAin Dynamic Asset Allocation Unranked
App exclusive play store apple store
Expense 1.89%
Bandhan Balanced Advantage Fund
AUM
₹2,263 Cr
Current Value
Return (p.a)
+ 10.08% + 28.8% + 9.71% + 65.29% + 10.27% + 2.85% + 10.52% + 64.56% % -97.22% + 11.01% + 17.88% + 12.64% + 1.95% + 9.17% -26.9% + 10.41% + 237.96% + 9.26% + 4.89% + 27.54% + 1.88%
ETM Rank
#NA of NAin Dynamic Asset Allocation Unranked
App exclusive play store apple store
Expense 2.02%
Motilal Oswal Balanced Advantage Fund
AUM
₹928 Cr
Current Value
Return (p.a)
+ 7.8% + 21.71% N.A. + 20.09% + 5.43% + 7.99% + 56.56% % -97.23% + 7.16% + 11.41% + 15.48% + 2.36% + 2.81% -31.39% + 8.2% + 212.24% + 8.79% + 4.65% + 44.57% + 2.87%
ETM Rank
#NA of NAin Dynamic Asset Allocation Unranked
App exclusive play store apple store
Expense 2.21%
Hide comparison
0