Best mutual funds for beginners
Cheap, large index funds that fell less than the market — a first-fund shortlist.
What this screen looks for
- Category is index
- Expense ratio below 0.5%
- AUM above ₹1,000 Cr
- Max drawdown above -35%
- Plan is Direct
category = index AND expense ratio < 0.5% AND aum > 1000 AND max drawdown > -35 AND plan = DirectTop matches by 3Y CAGR
20Kotak Nifty Next 50 Index Fund leads this screen at +15.27% 3Y CAGR, ahead of SBI Nifty Next 50 Index Fund at +15.20%.
38 funds match this screen; the 20 best by 3Y CAGR are shown. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
NAV data as of 12 Oct 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.