Types of Mutual Funds – Kurukshetra Mutual Funds

Equity Funds (Stocks): Invest primarily in company shares for long-term capital appreciation. Sub-types include Large-cap, Mid-cap, Small-cap, and Sector funds.
Debt Funds (Fixed Income): Invest in government bonds, corporate bonds, and Treasury bills for lower-risk, stable returns.
Hybrid Funds (Balanced): Combine equity and debt to provide a blend of growth and income stability.
Money Market Funds (Liquid): Invest in short-term, low-risk debt instruments, suitable for temporary, safe parking of funds.
Index Funds: Passively track a market index (e.g., Nifty 50 or Sensex) for moderate-risk, market-linked returns.
Tax-Saving Funds (ELSS): Equity-linked savings schemes that provide tax benefits under specific,, tax laws.
Solution-Oriented Funds: Tailored for specific goals like children’s education or retirement. ICICI Bank +5

Quant Small Cap Fund (Direct-Growth): Leads in high-return equity with a 5-year annualized return of approximately 50.18%.
Motilal Oswal BSE Enhanced Value Index Fund: A top performer in the value index category with 3-year returns of around 33.1%.
Bandhan Small Cap Fund: Ranked highly for consistency in the small-cap space, delivering 29.2% annualized returns over the past three years.
ICICI Prudential BHARAT 22 FOF (Direct-Growth): A top-rated choice for large-cap and thematic exposure, yielding 26.1% over 5 years.
HDFC Mid Cap Fund: One of the largest mid-cap funds with a fund size of over

Consistent & Stable Performers

Ideal for long-term investors looking for a balance between growth and market stability.

Parag Parikh Flexi Cap Fund: Frequently cited for its consistent performance and diversified exposure, maintaining a 5-year return of 17.56%.
Nippon India Large Cap Fund: A reliable option for large-cap stability, showing 3-year returns of 29.32% in some recent periods.
SBI ELSS Tax Saver Fund: A top pick for tax-saving (80C) benefits while maintaining strong 3-year returns of 21.8%.
HDFC Flexi Cap Fund: A veteran in the flexi-cap category, delivering a 5-year return of 19.5%.
ICICI Prudential Value Discovery Fund: A top-rated value-oriented fund with robust 3-year returns of 29.77%

Category / Scheme Name	Fund Size (in Rs. Crs)	NAV	Exit Load	1Y CAGR (%)	2Y CAGR (%)	3Y CAGR (%)	5Y CAGR (%)
Canara Robeco Bluechip Equity Fund – Growth	10,090	46.57	Within 1Y: 1%	13.97	18.45	16.04	–
ICICI Prudential Value Discovery Fund – Growth	32,754	325.96	Within 12M: 1%	24.29	29.77	18.24	–
Kotak Bluechip Fund – Reg – Growth	6,370	425.93	Within 1Y: 1%	14.52	19.66	15.38	–
Nippon India Large Cap Fund – Reg – Growth	15,855	65.8	Within 7D: 1%	22.71	29.32	16.27	–
HDFC Index Fund-NIFTY 50 Plan	9,446	183.62	Within 3D: 0.25%	14.09	19.88	14.47	–
ICICI Prudential Nifty 50 Index Fund – Reg – Growth	4,977	194.81	Nil	14.06	19.81	14.39	–
UTI Nifty 50 Index Fund – Growth	12,092	132.93	Nil	14.2	20.06	14.69	–
Aditya Birla Sun Life Liquid Fund – Reg – Growth	32,542	372.6	See Exit Load*	6.83	6.89	–	5.5
HDFC Liquid Fund – Growth	47,502	4,538.64	See Exit Load*	6.74	6.79	–	5.42
ICICI Prudential Liquid Fund – Reg – Growth	38,982	342.34	See Exit Load*	6.76	6.8	–	5.42

Category / Scheme Name	Fund Size (in Rs. Crs)	NAV	Exit Load	1Y CAGR (%)	2Y CAGR (%)	3Y CAGR (%)	5Y CAGR (%)
Canara Robeco Bluechip Equity Fund – Growth	10,090	46.57	Within 1Y: 1%	13.97	18.45	16.04	–
ICICI Prudential Value Discovery Fund – Growth	32,754	325.96	Within 12M: 1%	24.29	29.77	18.24	–
Kotak Bluechip Fund – Reg – Growth	6,370	425.93	Within 1Y: 1%	14.52	19.66	15.38	–
Nippon India Large Cap Fund – Reg – Growth	15,855	65.8	Within 7D: 1%	22.71	29.32	16.27	–
HDFC Index Fund-NIFTY 50 Plan	9,446	183.62	Within 3D: 0.25%	14.09	19.88	14.47	–
ICICI Prudential Nifty 50 Index Fund – Reg – Growth	4,977	194.81	Nil	14.06	19.81	14.39	–
UTI Nifty 50 Index Fund – Growth	12,092	132.93	Nil	14.2	20.06	14.69	–
Aditya Birla Sun Life Liquid Fund – Reg – Growth	32,542	372.6	See Exit Load*	6.83	6.89	–	5.5
HDFC Liquid Fund – Growth	47,502	4,538.64	See Exit Load*	6.74	6.79	–	5.42
ICICI Prudential Liquid Fund – Reg – Growth	38,982	342.34	See Exit Load*	6.76	6.8	–	5.42

Fund Name	Category	5Y Returns
HDFC Flexi Cap Fund Direct (G)	Flexi Cap	19.1%
SBI ELSS Tax Saver Fund Direct (G)	Tax Saving	18.1%
Parag Parikh Flexi Cap Fund Direct (G)	Flexi Cap	17.9%
HDFC Large and Mid Cap Fund Direct (G)	Large & Mid Cap	17.3%
DSP ELSS Tax Saver Fund Direct (G)	Tax Saving	16.1%
ICICI Prudential Large Cap Fund Direct (G)	Large Cap	14.5%
BHARAT Bond FOF – April 2030 Direct (G)	Target Maturity Fund	7.4% (Till Date)
BHARAT Bond FOF – April 2031 Direct (G)	Target Maturity Fund	6.1% (Till Date)
HDFC Floating Rate Debt Fund Direct (G)	Floater	6.9%
Nippon India Arbitrage Fund Direct (G)	Arbitrage	6.6%
Aditya Birla Sun Life Savings Fund Direct (G)	Ultra Short	6.5%
Aditya Birla Sun Life Money Manager Fund Direct (G)	Money Market	6.4%
ICICI Prudential Liquid Fund Direct (G)	Liquid	6.0%
HDFC Overnight Fund Direct (G)	Overnight	5.5%
BHARAT Bond ETF FOF – April 2032 Direct (G)	Target Maturity Fund	6.7% (Till Date)