Daily Worst and Best Mutual Funds 2025-May-13

Stay on top of your mutual fund investments with our daily snapshot of the worst and best mutual funds (equity direct plans). We have excluded Sectoral, Thematic and Index Funds to keep the focus on core diversified equity categories: Large Cap, Mid Cap, Small Cap, Flexi Cap and Multi Cap. Below is the performance comparison of top 3 best and worst mutual funds on 13-May-2025 with their bench mark index.

Large Cap Mutual Funds

Large cap mutual funds invest in large and established companies to provide stable and steady long-term returns. They are less volatile and carry lower risk compared to mid cap or small cap funds. These funds are ideal for conservative investors seeking consistent growth with moderate risk.

Benchmark Index: Nifty 100: -1.16%

Best Mutual Funds:

NOFUND NAMERETURN
1Bank of India Bluechip Fund – Direct Plan-0.19%
2Quant Large Cap Fund – Direct Plan-0.32%
3Samco Large Cap Fund – Direct Plan-0.51%

Worst Mutual Funds:

NOFUND NAMERETURN
1HDFC Large Cap Fund – Direct Plan-1.27%
2Mirae Asset Large Cap Fund – Direct Plan-1.24%
3Franklin India Bluechip Fund – Direct Plan-1.19%

Mid Cap Mutual Funds

Mid cap mutual funds aim to provide higher growth potential by investing in medium sized companies with strong expansion prospects. They carry more risk than large cap funds but can offer better returns over the long term. These funds suit investors with a moderate to high risk appetite looking for a balance between growth and stability.

Benchmark Index: Nifty Midcap 150: +0.24%

Best Mutual Funds:

NOFUND NAMERETURN
1JM Midcap Fund – Direct Plan+1.07%
2Taurus Mid Cap Fund – Direct Plan+0.83%
3Invesco India Mid Cap Fund – Direct Plan+0.69%

Worst Mutual Funds:

NOFUND NAMERETURN
1Franklin India Prima Fund – Direct Plan-0.07%
2Aditya Birla Sun Life Mid Cap Fund – Direct Plan-0.06%
3Quant Mid Cap Fund – Direct Plan-0.03%

Small Cap Mutual Funds

Small cap mutual funds invest in smaller, emerging companies with high growth potential. They carry higher risk and volatility but can deliver significant long term returns. These funds are best suited for aggressive investors willing to take on more risk for potentially higher rewards.

Benchmark Index: Nifty Smallcap 250: +0.84%

Best Mutual Funds:

Best Mutual Funds 2025 May 22
Daily Worst and Best Mutual Funds 2025-May-22
NOFUND NAMERETURN
1TRUSTMF Small Cap Fund – Direct Plan+1.27%
2Invesco India Smallcap Fund – Direct Plan+1.26%
3HDFC Small Cap Fund – Direct Plan+1.21%

Worst Mutual Funds:

NOFUND NAMERETURN
1SBI Small Cap Fund – Direct Plan+0.22%
2Quant Small Cap Fund – Direct Plan+0.31%
3HSBC Small Cap Fund – Direct Plan+0.36%

Flexi Cap Mutual Funds

Flexi cap mutual funds aim to provide long term capital growth by investing across large, mid, and small cap companies. Fund managers have the flexibility to shift allocations based on market conditions and opportunities. These funds are ideal for investors seeking diversified equity exposure with a balanced risk return profile.

Benchmark Index: Nifty 500: -0.72%

Best Mutual Funds:

NOFUND NAMERETURN
1Samco Flexi Cap Fund – Direct Plan+1.45%
2Bank of India Flexi Cap Fund – Direct Plan+0.43%
3TRUSTMF Flexi Cap Fund – Direct Plan+0.18%

Worst Mutual Funds:

NOFUND NAMERETURN
1Sundaram Flexi Cap Fund – Direct Plan-0.99%
2Franklin India Flexi Cap Fund – Direct Plan-0.90%
3Shriram Flexi Cap Fund – Direct Plan-0.82%

Multi Cap Mutual Funds

Multi cap mutual funds aim to generate long term capital appreciation by investing in a fixed proportion across large, mid, and small cap stocks. Unlike flexi cap funds, they maintain a balanced allocation in all three market segments. These funds are suitable for investors looking for diversified growth with moderate to high risk.

Benchmark Index: Nifty 500 Multicap 50:25:25: -0.31%

Best Mutual Funds:

NOFUND NAMERETURN
1Samco Multi Cap Fund – Direct Plan+0.66%
2Groww Multicap Fund – Direct Plan+0.62%
3DSP Multicap Fund – Direct Plan+0.61%

Worst Mutual Funds:

NOFUND NAMERETURN
1SBI Multicap Fund – Direct Plan-0.83%
2Bandhan Multi Cap Fund – Direct Plan-0.38%
3Sundaram Multi Cap Fund – Direct Plan-0.33%

Disclaimer: This blog’s content is intended solely for informational and educational purpose only. Before making any investment decisions, it is recommended that investors consult with a certified financial advisor.

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