Invests at least 80% in equity and carries a 3-year lock-in (SEBI category rule).
Top 15 funds by return over the chosen period. Returns over 1 year are per year (CAGR).
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 22
4.41%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 8 of 22
0.59%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 5 of 22
-0.42%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 22
-0.47%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 20 of 22
-1.48%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 8 of 22
0.53%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 5 of 22
0.10%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 22
-4.56%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 22
-4.61%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 20 of 22
-5.34%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 5 of 22
5.26%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 8 of 22
4.67%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 22
3.67%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 20 of 22
-0.42%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 22
-2.78%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 5 of 22
8.54%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 8 of 22
4.61%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 22
1.08%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 22
-2.75%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 20 of 22
-2.84%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 22
20.25%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 5 of 22
15.12%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 8 of 22
13.99%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 20 of 22
9.23%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 22
7.64%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 22
13.94%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 5 of 22
11.66%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 8 of 22
10.86%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 20 of 22
10.65%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 22
9.06%
No fund in this group has a 10Y return yet.
UTI – Master Equity Plan Unit Scheme UTI · 3Y rank 16 of 23
8.60%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 23
4.40%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 7 of 23
0.55%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 3 of 23
-0.43%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 23
-0.48%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 18 of 23
-1.49%
UTI – Master Equity Plan Unit Scheme UTI · 3Y rank 16 of 23
1.95%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 7 of 23
0.46%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 3 of 23
0.03%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 23
-4.61%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 23
-4.64%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 18 of 23
-5.37%
UTI – Master Equity Plan Unit Scheme UTI · 3Y rank 16 of 23
5.29%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 3 of 23
5.10%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 7 of 23
4.53%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 23
3.56%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 18 of 23
-0.52%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 23
-2.92%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 3 of 23
8.23%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 7 of 23
4.37%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 23
0.79%
UTI – Master Equity Plan Unit Scheme UTI · 3Y rank 16 of 23
-0.33%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 23
-3.09%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 18 of 23
-3.11%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 23
19.85%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 3 of 23
14.78%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 7 of 23
13.72%
UTI – Master Equity Plan Unit Scheme UTI · 3Y rank 16 of 23
9.34%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 18 of 23
8.87%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 23
7.20%
SBI Long Term Advantage Fund – Series V SBI · 3Y rank 1 of 23
13.54%
BANK OF INDIA MID CAP TAX FUND SERIES 1 Bank of India · 3Y rank 3 of 23
11.44%
BANK OF INDIA MID CAP TAX FUND Series 2 Bank of India · 3Y rank 7 of 23
10.66%
SBI Long Term Advantage Fund – Series VI SBI · 3Y rank 18 of 23
10.26%
SBI Long Term Advantage Fund – Series IV SBI · 3Y rank 22 of 23
8.60%
UTI – Master Equity Plan Unit Scheme UTI · 3Y rank 16 of 23
7.34%
UTI – Master Equity Plan Unit Scheme UTI · 3Y rank 16 of 23
10.40%
Show all 11 funds in a table
Tap any column heading to rank by that column; tap again to reverse.
Fund
Fund house
NAV
1M
3M
6M
1Y
3Y
5Y
10Y
3Y rank
SBI Long Term Advantage Fund – Series V
SBI
32.89
-0.47%
-4.61%
3.67%
1.08%
20.25%
13.94%
–
1 of 22
BANK OF INDIA MID CAP TAX FUND SERIES 1
Bank of India
31.01
-0.42%
0.10%
5.26%
8.54%
15.12%
11.66%
–
5 of 22
BANK OF INDIA MID CAP TAX FUND Series 2
Bank of India
36.08
0.59%
0.53%
4.67%
4.61%
13.99%
10.86%
–
8 of 22
SBI Long Term Advantage Fund – Series VI
SBI
30.85
-1.48%
-5.34%
-0.42%
-2.84%
9.23%
10.65%
–
20 of 22
SBI Long Term Advantage Fund – Series IV
SBI
48.88
4.41%
-4.56%
-2.78%
-2.75%
7.64%
9.06%
–
22 of 22
Fund
Fund house
NAV
1M
3M
6M
1Y
3Y
5Y
10Y
3Y rank
SBI Long Term Advantage Fund – Series V
SBI
31.52
-0.48%
-4.64%
3.56%
0.79%
19.85%
13.54%
–
1 of 23
BANK OF INDIA MID CAP TAX FUND SERIES 1
Bank of India
29.86
-0.43%
0.03%
5.10%
8.23%
14.78%
11.44%
–
3 of 23
BANK OF INDIA MID CAP TAX FUND Series 2
Bank of India
34.62
0.55%
0.46%
4.53%
4.37%
13.72%
10.66%
–
7 of 23
UTI – Master Equity Plan Unit Scheme
UTI
231.83
8.60%
1.95%
5.29%
-0.33%
9.34%
7.34%
10.40%
16 of 23
SBI Long Term Advantage Fund – Series VI
SBI
29.58
-1.49%
-5.37%
-0.52%
-3.11%
8.87%
10.26%
–
18 of 23
SBI Long Term Advantage Fund – Series IV
SBI
46.34
4.40%
-4.61%
-2.92%
-3.09%
7.20%
8.60%
–
22 of 23
Source: AMFI (Association of Mutual Funds in India) published NAVs. Returns are computed by MyFinanceBandhu from those NAVs; periods under 1 year are absolute, 1 year and above are annualised (CAGR). Past performance does not indicate future returns. This page is education, not advice; MyFinanceBandhu is not a SEBI-registered investment adviser. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Only Growth options are listed. The chart shows the 15 best funds for the chosen period; the table lists every fund. The rank is the position by 3-year return within the same category and plan.