Monthly Worst and Best Mutual Funds April 2025

Find top 3 Worst and Best mutual funds April 2025 performance below (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.

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: +3.27%

Best Mutual Funds April 2025(Large Cap):

NOFUND NAMERETURN %
1Invesco India Largecap Fund – Direct Plan+4.71%
2LIC MF Large Cap Fund – Direct Plan+4.28%
3Mahindra Manulife Large Cap Fund – Direct Plan+4.05%

Worst Mutual Funds April 2025 (Large Cap):

NOFUND NAMERETURN %
1Samco Large Cap Fund – Direct Plan-1.40%
2ITI Large Cap Fund – Direct Plan+0.98%
3JM Large Cap Fund – Direct Plan+1.93%

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: +3.94%

Best Mutual Funds April 2025 (Mid Cap):

None of the active Mid Cap funds able to beat the benchmark index Nifty Midcap 150.

Worst Mutual Funds April 2025 (Mid Cap):

NOFUND NAMERETURN %
1LIC MF Midcap Fund – Direct Plan+0.94%
2Union Midcap Fund – Direct Plan+1.81%
3ITI Mid Cap Fund – Direct Plan+1.82%

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 Smallcao 250: +1.69%

Best Mutual Funds April 2025 (Small Cap):

Best Mutual Funds March 2025
Monthly Worst and Best Mutual Funds – March 2025
NOFUND NAMERETURN %
1Franklin India Smaller Companies Fund – Direct Plan+4.31%
2Sundaram Small Cap Fund – Direct Plan+3.56%
3Quant Small Cap Fund – Direct Plan+3.22%

Worst Mutual Funds April 2025 (Small Cap):

NOFUND NAMERETURN %
1TRUSTMF Small Cap Fund – Direct Plan-1.71%
2Tata Small Cap Fund – Direct Plan-0.78%
3DSP Small Cap Fund – Direct Plan-0.44%

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: +3.24%

Best Mutual Funds April 2025 (Flexi Cap):

NOFUND NAMERETURN %
1Baroda BNP Paribas Focused Fund – Direct Plan+5.45%
2Franklin India Focused Equity Fund – Direct Plan+4.90%
3ICICI Prudential Focused Equity Fund – Direct Plan+4.73%

Worst Mutual Funds April 2025 (Flexi Cap):

NOFUND NAMERETURN %
1Bank of India Flexi Cap Fund – Direct Plan-0.56%
2JM Focused Fund – Direct Plan-0.06%
3Motilal Oswal Flexi Cap Fund – Direct Plan+0.23%

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: +3.04%

Best Mutual Funds April 2025 (Multi Cap):

NOFUND NAMERETURN %
1PGIM India Retirement Fund – Direct Plan+4.22%
2Franklin India Multi Cap Fund – Direct Plan+3.86%
3SBI Multicap Fund – Direct Plan+3.80%

Worst Mutual Funds April 2025 (Multi Cap):

NOFUND NAMERETURN %
1Motilal Oswal Multi Cap Fund – Direct Plan-1.16%
2Samco Multi Cap Fund – Direct Plan-0.44%
3Bank of India Multi Cap Fund – Direct Plan+1.45%

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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