Stay on top of your mutual fund investments with our weekly 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 from 28-Apr-2025 to 02-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: +1.09%
Best Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | PGIM India Large Cap Fund – Direct Plan | +1.44% |
| 2 | ICICI Prudential Bluechip Fund – Direct Plan | +1.42% |
| 3 | Kotak Bluechip Fund – Direct Plan | +1.40% |
Worst Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | Samco Large Cap Fund – Direct Plan | -0.30% |
| 2 | Quant Large Cap Fund – Direct Plan | +0.03% |
| 3 | DSP Large Cap Fund – Direct Plan | +0.16% |
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: +0.22%
Best Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | Motilal Oswal Midcap Fund – Direct Plan | +1.49% |
| 2 | ICICI Prudential Midcap Fund – Direct Plan | +1.30% |
| 3 | HSBC Midcap Fund – Direct Plan | +1.10% |
Worst Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | SBI Magnum Midcap Fund – Direct Plan | -0.17% |
| 2 | JM Midcap Fund – Direct Plan | -0.09% |
| 3 | Taurus Mid Cap Fund – Direct Plan | -0.02% |
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: -1.09%
Best Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | Canara Robeco Small Cap Fund – Direct Plan | -0.08% |
| 2 | Quant Small Cap Fund – Direct Plan | -0.14% |
| 3 | Franklin India Smaller Companies Fund – Direct Plan | -0.15% |
Worst Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | Quantum Small Cap Fund – Direct Plan | -1.99% |
| 2 | Tata Small Cap Fund – Direct Plan | -1.98% |
| 3 | Motilal Oswal Small Cap Fund – Direct Plan | -1.82% |
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:
| NO | FUND NAME | RETURN |
| 1 | Franklin India Focused Equity Fund – Direct Plan | +1.85% |
| 2 | Baroda BNP Paribas Focused Fund – Direct Plan | +1.65% |
| 3 | Union Focused Fund – Direct Plan | +1.36% |
Worst Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | Motilal Oswal Focused Fund – Direct Plan | -1.17% |
| 2 | LIC MF Flexi Cap Fund – Direct Plan | -1.15% |
| 3 | DSP Focused Fund – Direct Plan | -0.53% |
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: +0.32%
Best Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | PGIM India Retirement Fund – Direct Plan | +1.05% |
| 2 | ICICI Prudential Multicap Fund – Direct Plan | +0.77% |
| 3 | Franklin India Multi Cap Fund – Direct Plan | +0.68% |
Worst Mutual Funds:
| NO | FUND NAME | RETURN |
| 1 | Bank of India Multi Cap Fund – Direct Plan | -0.65% |
| 2 | DSP Multicap Fund – Direct Plan | -0.61% |
| 3 | Samco Multi Cap Fund – Direct Plan | -0.44% |
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.