Top 50 Mutual Funds as on April 25, 2025

 Commentary:

1. Equity Funds

1.1. Equity Funds Summary

Due to tariff policy flip flop decisions at the US indicating soft stance with China and US Fed Chief, the US market recovered significantly, which at least influenced shift in the focus of Indian equity investments. We can confirm it here through the divergence between Weekly Top 50 and Monthly Top 50 return summaries.  The technology stocks recovered, pharma a bit, and financial stocks saw a bit of profit booking. Net net, the Indian mutual funds are still going thru volatility and churn out in bullish focus, so the consistency of leadership is becoming further murkier. This situation may continue for some more weeks.

As on last week, we saw at least financial MFs emerging as short term consistent performance leaders, but there is a temporary pause there, though most of them are still positive for the week.  The Gold ETF in the equity, has given a bearish reversal indication. Though medium term gold forcast is positive, Gold will see some correction short term. Since the US equity market is already slated for stagflation impacts (inflation and recession together), and the new Trump government flip flops in policy decisions are making it difficult for the business and the market to have a confidence on future, the situation is currently worse, hence Gold is forecasted to be positive overall, though there will be corrections short term due to US equity market recovery.

For India, therefore, there can be further confusion for tech and pharma sectors with ongoing sentiment flipflops.

Due to volatility of these kind, we are unable to see the traditional performance leaders of Indian equity prior to recent six months correction, namely smallcap, midcap, large cap etc. emerging in the top 50 with consistency of top performance. Until this can happen, the Indian equity MF investments will be bit confusing for medium to longer term.

Clarity emerging thru this week for immediate investments:

- Capital Market ETFs/Index Funds across Tata, Motilal Oswal

- Various Nifty Bank ETFs / Financial Services funds

Temptation to invest in Tech funds and Pharma funds with hope of recovery needs to be witheld for now.

1.2. Equity Top 50

1.2.1. Equity Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Equity Weekly Top 50

1.2.2 Equity Monthly Top 50

1.2.3. Equity Annual Top 50

1.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

1.3.1 Equity Weekly Bottom 50

1.3.2. Equity Monthly Bottom 50

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Performance Summary

2.2. Hybrid Monthly Top 50

3. Debt Funds

3.1. Debt Funds Performance Summary

3.2. Debt Monthly Top 50

4. Commodity Funds

4.1. Commodity Funds Performance Summary

2.2. Commodity Monthly Top 50

5. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/

Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.

Top 50 Mutual Funds as on April 18, 2025

 

Commentary:

1. Equity Funds

1.1. Equity Funds Summary

Though this week had only three trading days, the market showed a significant bullish trend, thanks to all three days of FII net buying in the Indian equities. This buying might have been more influenced bt the exit of investments from the dominant US, China and other global markets. The DIIs who invest in mutual funds based on retail investors actually had net selling on all three days. Probably individual investors too did some net buying, but I do not have data to confirm it.

If you look at the equity MF performance summary across this week and last week as shown above, retruns across all timelines of Top 50 funds based on different timelines (1W, 1M, 1Y) significantly improved. However, when we get into the details of these Top 50 funds, we can say that the rebound is not broad based, primarily restricted to financial funds and gold related funds.

The following funds can be considered for fresh investments due to leadership of performance and relatively better consistency of performance:

- All the India financial mutual funds and India  defence funds in the Weekly Top 50, and also Monthly Top 50 with yellow highlight. Not listing specific ones as there are more than a dozen ones.

Mirae Asset Nifty Financial Services ETF can be considered for being green on the Annual Top 50 list, which is a more pronounced consistency of performance along with performance leadership. 

Typically, every week mutual fund investment decisions to be made are of three types:

- Hold: This needs doing nothing. One should check the bearish reversal indications from the Weekly and Monthly Bottom 50 for those funds with risk of further erosion of gains ahead. The Annual Bottom 50 funds list with funds marked in grey too help differently, alerting that one should avoid selling them now as they are showing signs of bullish reversal.

- Buy: The funds marked green and yellow on Top 50 funds across 1W, 1M and 1Y with significant returns (pref above average in the list, marked bold) for shorter term which is 1W and 1M. One should not yet buy the funds marked for bullish reversal in the Annual Bottom 50 list, as they are indications of potential reversals and not confirmed bullish behaviors for investments yet.

I typically discuss buy list in the summary, it is understood that one does one's homework for hold and sell by looking at bottom 50 lists too.

- Sell: It is better to sell the funds marked for bearish reversal in the weekly and monthly bottom 50 lists, as risks of losing investment gains are higher than making further gains ahead short term. For example: IT related funds have been flashing sell signal for many weeks now from the weekly and monthly bottom 50 lists. 

1.2. Equity Top 50

1.2.1. Equity Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Equity Weekly Top 50

1.2.2. Equity Monthly Top 50

1.2.3. Equity Annual Top 50

1.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

1.3.1 Equity Weekly Bottom 50

1.3.2. Equity Monthly Bottom 50

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Summary

2.2. Hybrid Monthly Top 50

3. Debt Funds

3.1. Debt Funds Summary

3.2. Debt Monthly Top 50

4. Commodity Funds

4.1. Commodity Funds Summary

4.2. Commodity Monthly Top 50

5.  Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/

Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.

Top 50 Mutual Funds as on April 11, 2025

 

Commentary:

1. Equity Funds

1.1. Equity Funds Summary

This week went thru significant volatility due to Trump tariff announcement related corrections and then the rebound after tariffs were put on hold for 90 days ahead. Since the Thursday was market holiday, the mutual funds did not have enough trading days to adjust to the new realities. Hence, we do not see much trend setting when it comes to equity funds, hopefully the equity funds will develop a more consistent performance leadership pattern thru next week, which will make it easy for new investment picks.

Net net, the mutual funds corrected for the week on a minor basis. Barring any major surprise drom Trumponics, we should see slow and steady raise of Indian markets thru next week, primarly due to significant liquidity enablement by RBI in the decent past. Financial stocks are most favored. The Pharma and IT stocks have a breather on tariff postponement, but the IT sector sentiments are bit negative ahead.  So, it is prudent to stick to the winners, which are financial funds.

Gold may be bit neutral with upward bias due to anticipation of inflation in the US. But the crude oil is correcting, so caution on new investments here too.

I will wait for one more week performance review before fresh investments into equity funds. But, if I were to invest thru this week, the following would be the considerations:

- DSP World Gold FoF

- ICICI Prudential Strategic Metal & Energy Equity FoF

1.2. Equity Top 50

1.2.1. Equity Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Equity Weekly Top 50

1.2.2. Equity Monthly Top 50

1.2.3. Equity Annual Top 50

1.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

1.3.1. Equity Weekly Bottom 50

1.3.2. Equity Monthly Bottom 50

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Summary

2.2. Hybrid Monthly Top 50

3. Debt Funds

3.1. Debt Funds Summary

3.2. Debt Monthly Top 50

4. Commodity Funds

4.1. Commodity Funds Summary

4.2. Commodity Monthly Top 50

5. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/

Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.

Top 50 Mutual Funds as on April 04, 2025

 

Commentary:

1. Equity Funds

1.1. Equity Funds Summary

Thanks to the Trump Tariff initiatives, the global equities are correcting, so is the Indian equity. It is part of the tariff plan of Trump that equities need to come down, so that the interest rates too will come down in the US and the US will save a huge chunk in the bond repayment this year as a result. Therefore, the stock market will be held significant lower, at least for the next two months.

Speculation: 

It is good that the Indian government already has an understanding with the US goverment on the bilateral trade realignment. It is anticipated that the India is open to import more energy, defence, and high tech from the US towards balancing the trade deficit ahead with the US. Also, China trade relations with the US can get worse, as China is emerging as the second super power, and it is better for China to compete with the US ahead. As a result, the US will cooperate better with India if India aligns better with the US interests while working out mutually benefitting trade equations.

India and the US will sign up new bilateral trade agreements in July, which will create bonanza opportunities in the India stock market, we need to wait for the specifics, but it is fair to say that more opportunities are likely to emerge in the sectors of energy, defence and high tech.

I will remain invested on the MF investments made through the last two weeks. I will wait and see how the drama will play out thru next two months, and then decide on specific MF investments as clarity emerges.

I will not invest next week as per this report. But, if I were to invest, the following seem to be considerations:

- DSP World Gold ETF

- Sundaram Financial Services Opportunities Fund

- Tata Nifty India Toursim Index Fund / Kotak Nifty India Tourism Index Fund

- SBI Healthcare Opportunities Fund

- Tata Banking & Financial Services Fund / LIC MF Banking & Financial Services Fund

- Various Nifty Bank ETFs across Baroda BNP, Edelweiss, UTI, Mirae Asset, Bajaj Finserv, ICICI Prudential, SBI, Aditya Birla Sun Life, HDFC, Kotak, DSP, Navi, Nippon India...

- Nifty India Defence ETFs across Motilal Oswal, Aditya Birla Sun Life, Groww

- Nifty Capital Market ETF funds across Tata, Kotak 

- Motilal Oswal Nifty MidSmall Financial Services Index Fund

- SBI Long Term Advantage Fund Series V

1.2. Equity Top 50

1.2.1. Equity Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Equity Weekly Top 50

1.2.2. Equity Monthly Top 50

1.2.3. Equity Annual Top 50

1.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

1.3.1. Equity Weekly Bottom 50

1.3.2. Equity Monthly Bottom 50

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Summary

2.2. Hybrid Monthly Top 50

3. Debt Funds

3.1. Debt Funds Summary

3.2. Debt Monthly Top 50

4. Commodity Funds

4.1. Commodity Funds Summary

4.2. Commodity Monthly Top 50

5. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/

Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.