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Asset Management Companies in India

Updated on August 25, 2025 , 69560 views

Asset management companies in India are broadly categorised into three types; bank-sponsored mutual funds, mutual fund institutions, and the private sector mutual funds. There are total 44 asset management companies in India as of today (February 2017). 35 of these AMCs are part of the private sector.

AMCs-in-India

All the asset management companies are part of Association of Mutual Funds in India (AMFI). AMFI was incorporated in 1995 as a non-profit organisation of all the registered AMCs in India.

Since the inception of mutual funds in 1963 by the UTI act of the Parliament, the industry has overseen a significant evolution to reach its present state. The introduction of the public sector then followed by the entry of private sector has marked the momentous phases of the history of the mutual fund industry.

1987 marked the entry of the public sector in the mutual funds market. SBI mutual funds, set up in June 1987, is the oldest public sector managed AMC. SBI Mutual Fund has a rich history of more 25 years and a very impressive track record. The total asset under management (AUM) of SBI Mutual Fund is reported to be over INR 1,31,647 crores in September 2016.

Kothari Pioneer (now merged with Franklin Templeton) was the first private sector managed AMC to enter the mutual fund market in 1993. Franklin Templeton has been in the industry for over two decades now. The total AUM of Franklin Templeton stands over INR 74,576 crores as recorded on September 2016.

Over the years, many private sector AMCs penetrated the mutual funds market. HDFC Mutual Fund set up in 2000 is one of the most successful Mutual Fund Houses in India. As on June 2016, the assets under management of HDFC Mutual Fund stand over INR 2,13,322 crores.

ICICI Prudential Mutual Fund was the top performing AMC in terms of average AUM from June 2015 to June 2016. The total assets under management under ICICI Prudential are estimated at around INR 193,296 crores. This amount shows a growth rate of 24% from the previous year.

Reliance Mutual Fund is one of the most popular asset management companies in the country. Reliance AMC covers around 179 cities across India, making it one of the fastest growing mutual funds in the country. As on September 2016, the total assets under management of the Reliance Mutual Fund is recorded to be over INR 18,000 crores.

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Birla Sun Life Asset Management Company (BSLAMC) is also among the leading and widely known asset management companies in India. It is a joint venture of Aditya Birla Group and Sun Life Financial. The total assets under management of BSLAMC in September 2016 is reported to be INR 1,68,802 crores.

UTI Asset Management Company established in 2002, is sponsored by four public sector companies, namely LIC India, State Bank of India, Bank of Baroda and Punjab National Bank. The AUM of UTI Asset Management Company in September 2016 was estimated at INR 1,27,111 crores.

Top Asset Management Companies

1. ICICI Prudential Asset Mgmt.Company Limited

With the AUM size of approximately ₹ 3 lakh crore, ICICI Prudential Asset Management Company Ltd. is the largest asset management company (AMC) in the country. It is a joint venture between ICICI Bank in India and Prudential Plc, in UK. It was started in 1993.

Apart from mutual funds, the AMC also caters to Portfolio Management Services (PMS) and Real Estate for investors.

Top ICICI Prudential Mutual Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential US Bluechip Equity Fund Growth ₹67.42
↑ 0.12
₹3,25713.36.57.715.814.210.4
ICICI Prudential Global Stable Equity Fund Growth ₹28.83
↓ -0.15
₹867.1510.311.411.75.7
ICICI Prudential Regular Gold Savings Fund Growth ₹31.2904
↑ 0.12
₹2,3844.915.137.423.31319.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryICICI Prudential US Bluechip Equity FundICICI Prudential Global Stable Equity FundICICI Prudential Regular Gold Savings Fund
Point 1Highest AUM (₹3,257 Cr).Bottom quartile AUM (₹86 Cr).Lower mid AUM (₹2,384 Cr).
Point 2Oldest track record among peers (13 yrs).Established history (11+ yrs).Established history (13+ yrs).
Point 3Top rated.Rating: 4★ (lower mid).Rating: 1★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 14.15% (upper mid).5Y return: 11.69% (bottom quartile).5Y return: 13.05% (lower mid).
Point 63Y return: 15.79% (lower mid).3Y return: 11.41% (bottom quartile).3Y return: 23.30% (upper mid).
Point 71Y return: 7.73% (bottom quartile).1Y return: 10.29% (lower mid).1Y return: 37.40% (upper mid).
Point 8Alpha: -9.74 (bottom quartile).Alpha: 0.00 (upper mid).1M return: 2.11% (lower mid).
Point 9Sharpe: 0.19 (bottom quartile).Sharpe: 0.44 (lower mid).Alpha: 0.00 (lower mid).
Point 10Information ratio: -0.92 (bottom quartile).Information ratio: 0.00 (upper mid).Sharpe: 2.50 (upper mid).

ICICI Prudential US Bluechip Equity Fund

  • Highest AUM (₹3,257 Cr).
  • Oldest track record among peers (13 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 14.15% (upper mid).
  • 3Y return: 15.79% (lower mid).
  • 1Y return: 7.73% (bottom quartile).
  • Alpha: -9.74 (bottom quartile).
  • Sharpe: 0.19 (bottom quartile).
  • Information ratio: -0.92 (bottom quartile).

ICICI Prudential Global Stable Equity Fund

  • Bottom quartile AUM (₹86 Cr).
  • Established history (11+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 11.69% (bottom quartile).
  • 3Y return: 11.41% (bottom quartile).
  • 1Y return: 10.29% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.44 (lower mid).
  • Information ratio: 0.00 (upper mid).

ICICI Prudential Regular Gold Savings Fund

  • Lower mid AUM (₹2,384 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.05% (lower mid).
  • 3Y return: 23.30% (upper mid).
  • 1Y return: 37.40% (upper mid).
  • 1M return: 2.11% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 2.50 (upper mid).

2. HDFC Asset Management Company Limited

HDFC Mutual Fund is at the 2nd number by the size of AUM. With fund size of nearly ₹ 3 lakh crore, it is one of the largest mutual fund companies or AMC in the country.

Top HDFC Mutual Fund Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Small Cap Fund Growth ₹140.635
↓ -1.58
₹36,3534.819.1-0.323.22920.4
HDFC Gold Fund Growth ₹30.1967
↑ 0.11
₹4,5374.81537.323.31318.9
HDFC Mid-Cap Opportunities Fund Growth ₹192.119
↓ -2.06
₹83,8472.315.31.825.328.128.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryHDFC Small Cap FundHDFC Gold FundHDFC Mid-Cap Opportunities Fund
Point 1Lower mid AUM (₹36,353 Cr).Bottom quartile AUM (₹4,537 Cr).Highest AUM (₹83,847 Cr).
Point 2Established history (17+ yrs).Established history (13+ yrs).Oldest track record among peers (18 yrs).
Point 3Top rated.Rating: 1★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 29.04% (upper mid).5Y return: 13.02% (bottom quartile).5Y return: 28.05% (lower mid).
Point 63Y return: 23.24% (bottom quartile).3Y return: 23.26% (lower mid).3Y return: 25.31% (upper mid).
Point 71Y return: -0.26% (bottom quartile).1Y return: 37.34% (upper mid).1Y return: 1.84% (lower mid).
Point 8Alpha: 0.00 (lower mid).1M return: 2.05% (upper mid).Alpha: 2.03 (upper mid).
Point 9Sharpe: -0.17 (lower mid).Alpha: 0.00 (bottom quartile).Sharpe: -0.21 (bottom quartile).
Point 10Information ratio: 0.00 (lower mid).Sharpe: 2.50 (upper mid).Information ratio: 0.76 (upper mid).

HDFC Small Cap Fund

  • Lower mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 29.04% (upper mid).
  • 3Y return: 23.24% (bottom quartile).
  • 1Y return: -0.26% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.00 (lower mid).

HDFC Gold Fund

  • Bottom quartile AUM (₹4,537 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.02% (bottom quartile).
  • 3Y return: 23.26% (lower mid).
  • 1Y return: 37.34% (upper mid).
  • 1M return: 2.05% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.50 (upper mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,847 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.05% (lower mid).
  • 3Y return: 25.31% (upper mid).
  • 1Y return: 1.84% (lower mid).
  • Alpha: 2.03 (upper mid).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 0.76 (upper mid).

3. Reliance Nippon Life Asset Management Limited

With Assets under Management of approximately ₹ 2.5 lakh crore, Reliance Mutual Fund is one of India’s leading mutual fund companies.

A part of Reliance Anil Dhirubhai Ambani (ADA) Group, Reliance Mutual Fund is one of the fastest growing AMCs in India.

Top Reliance Mutual Fund Funds 2025

No Funds available.

4. Aditya Birla Sun Life Asset Management Company Limited

Formerly known as Birla Sun Life Asset Management Company, this fund house is the 3rd largest in terms of the AUM size. Presently it is known as Aditya Birla Sun Life (ABSL) Asset Management Company Ltd. It is a joint venture between the Aditya Birla Group in India and Sun Life Financial Inc of Canada. It was set up as a joint venture in 1994.

Top Aditya Birla Mutual Fund Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life International Equity Fund - Plan A Growth ₹43.7128
↑ 0.10
₹22911.915.124.414127.4
Aditya Birla Sun Life International Equity Fund - Plan B Growth ₹28.8036
↑ 0.07
₹9310.31013.818.99
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth ₹35.7925
↑ 0.13
₹135.9-4.4-319.48.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryAditya Birla Sun Life International Equity Fund - Plan AAditya Birla Sun Life International Equity Fund - Plan BAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Point 1Highest AUM (₹229 Cr).Lower mid AUM (₹93 Cr).Bottom quartile AUM (₹13 Cr).
Point 2Oldest track record among peers (17 yrs).Established history (17+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 1★ (bottom quartile).Rating: 2★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 12.01% (upper mid).5Y return: 8.98% (lower mid).5Y return: 8.67% (bottom quartile).
Point 63Y return: 14.05% (bottom quartile).3Y return: 18.95% (lower mid).3Y return: 19.45% (upper mid).
Point 71Y return: 24.44% (upper mid).1Y return: 13.75% (lower mid).1Y return: -3.01% (bottom quartile).
Point 8Alpha: 5.36 (upper mid).Alpha: 0.00 (lower mid).Alpha: -3.41 (bottom quartile).
Point 9Sharpe: 1.37 (upper mid).Sharpe: 0.85 (lower mid).Sharpe: -0.44 (bottom quartile).
Point 10Information ratio: -1.05 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.10 (lower mid).

Aditya Birla Sun Life International Equity Fund - Plan A

  • Highest AUM (₹229 Cr).
  • Oldest track record among peers (17 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 12.01% (upper mid).
  • 3Y return: 14.05% (bottom quartile).
  • 1Y return: 24.44% (upper mid).
  • Alpha: 5.36 (upper mid).
  • Sharpe: 1.37 (upper mid).
  • Information ratio: -1.05 (bottom quartile).

Aditya Birla Sun Life International Equity Fund - Plan B

  • Lower mid AUM (₹93 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 8.98% (lower mid).
  • 3Y return: 18.95% (lower mid).
  • 1Y return: 13.75% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.85 (lower mid).
  • Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

  • Bottom quartile AUM (₹13 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 8.67% (bottom quartile).
  • 3Y return: 19.45% (upper mid).
  • 1Y return: -3.01% (bottom quartile).
  • Alpha: -3.41 (bottom quartile).
  • Sharpe: -0.44 (bottom quartile).
  • Information ratio: -0.10 (lower mid).

5. SBI Funds Management Private Limited

SBI Funds Management Pvt Limited is a joint venture between the State Bank of India (SBI) and financial services company Amundi, a European Asset Management company in France. It was launched in 1987.

Top SBI Mutual Fund Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Gold Fund Growth ₹29.5389
↑ 0.10
₹4,740514.937.323.413.119.6
SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03
₹6553.96.225.16.98.3
SBI Healthcare Opportunities Fund Growth ₹432.225
↓ -5.58
₹4,0273.410.38.32720.342.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentarySBI Gold FundSBI Dynamic Asset Allocation FundSBI Healthcare Opportunities Fund
Point 1Highest AUM (₹4,740 Cr).Bottom quartile AUM (₹655 Cr).Lower mid AUM (₹4,027 Cr).
Point 2Established history (13+ yrs).Established history (10+ yrs).Oldest track record among peers (20 yrs).
Point 3Top rated.Not Rated.Rating: 2★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 13.14% (lower mid).5Y return: 8.31% (bottom quartile).5Y return: 20.28% (upper mid).
Point 63Y return: 23.42% (lower mid).3Y return: 6.92% (bottom quartile).3Y return: 26.98% (upper mid).
Point 71Y return: 37.26% (upper mid).1Y return: 25.12% (lower mid).1Y return: 8.32% (bottom quartile).
Point 81M return: 2.04% (upper mid).1M return: 1.04% (lower mid).Alpha: 3.04 (upper mid).
Point 9Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Sharpe: 0.60 (bottom quartile).
Point 10Sharpe: 2.53 (lower mid).Sharpe: 2.59 (upper mid).Information ratio: 0.38 (upper mid).

SBI Gold Fund

  • Highest AUM (₹4,740 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.14% (lower mid).
  • 3Y return: 23.42% (lower mid).
  • 1Y return: 37.26% (upper mid).
  • 1M return: 2.04% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 2.53 (lower mid).

SBI Dynamic Asset Allocation Fund

  • Bottom quartile AUM (₹655 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 8.31% (bottom quartile).
  • 3Y return: 6.92% (bottom quartile).
  • 1Y return: 25.12% (lower mid).
  • 1M return: 1.04% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.59 (upper mid).

SBI Healthcare Opportunities Fund

  • Lower mid AUM (₹4,027 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.28% (upper mid).
  • 3Y return: 26.98% (upper mid).
  • 1Y return: 8.32% (bottom quartile).
  • Alpha: 3.04 (upper mid).
  • Sharpe: 0.60 (bottom quartile).
  • Information ratio: 0.38 (upper mid).

6. UTI Asset Management Company Ltd

UTI Mutual Fund is a part of Unit Trust of India (UTI). It was registered with SEBI in 2003. It is promoted by SBI, LIC, Bank of Baroda and PNB.

UTI is one of the oldest and largest mutual funds in India.

Top UTI Mutual Fund Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Transportation & Logistics Fund Growth ₹279.423
↓ -0.88
₹3,5659.121.60.322.125.218.7
UTI Healthcare Fund Growth ₹292.132
↓ -4.36
₹1,146614.26.625.818.542.9
UTI MNC Fund Growth ₹395.491
↓ -1.62
₹2,8354.513.7-412.113.716.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryUTI Transportation & Logistics FundUTI Healthcare FundUTI MNC Fund
Point 1Highest AUM (₹3,565 Cr).Bottom quartile AUM (₹1,146 Cr).Lower mid AUM (₹2,835 Cr).
Point 2Established history (21+ yrs).Established history (26+ yrs).Oldest track record among peers (27 yrs).
Point 3Top rated.Rating: 1★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 25.23% (upper mid).5Y return: 18.53% (lower mid).5Y return: 13.73% (bottom quartile).
Point 63Y return: 22.08% (lower mid).3Y return: 25.84% (upper mid).3Y return: 12.13% (bottom quartile).
Point 71Y return: 0.29% (lower mid).1Y return: 6.61% (upper mid).1Y return: -3.97% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.67 (upper mid).Alpha: -2.27 (bottom quartile).
Point 9Sharpe: -0.65 (lower mid).Sharpe: 0.43 (upper mid).Sharpe: -0.78 (bottom quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: -0.06 (lower mid).Information ratio: -0.61 (bottom quartile).

UTI Transportation & Logistics Fund

  • Highest AUM (₹3,565 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 25.23% (upper mid).
  • 3Y return: 22.08% (lower mid).
  • 1Y return: 0.29% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.65 (lower mid).
  • Information ratio: 0.00 (upper mid).

UTI Healthcare Fund

  • Bottom quartile AUM (₹1,146 Cr).
  • Established history (26+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.53% (lower mid).
  • 3Y return: 25.84% (upper mid).
  • 1Y return: 6.61% (upper mid).
  • Alpha: 0.67 (upper mid).
  • Sharpe: 0.43 (upper mid).
  • Information ratio: -0.06 (lower mid).

UTI MNC Fund

  • Lower mid AUM (₹2,835 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.73% (bottom quartile).
  • 3Y return: 12.13% (bottom quartile).
  • 1Y return: -3.97% (bottom quartile).
  • Alpha: -2.27 (bottom quartile).
  • Sharpe: -0.78 (bottom quartile).
  • Information ratio: -0.61 (bottom quartile).

7. Kotak Mahindra Asset Management Company Limited

Kotak Mahindra Mutual Fund is a part of the Kotak Group established in 1985 by Mr. Uday Kotak. Kotak Mahindra Asset Management Company (KMAMC) is the asset manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC started its operations in 1998.

Top Kotak Mutual Fund Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Global Emerging Market Fund Growth ₹27.299
↑ 0.01
₹10614.117.420.2127.45.9
Kotak Emerging Equity Scheme Growth ₹135.718
↓ -1.68
₹57,3755.620.22.421.426.933.6
Kotak Gold Fund Growth ₹38.8426
↑ 0.16
₹3,3024.814.837.223.212.918.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryKotak Global Emerging Market Fund Kotak Emerging Equity SchemeKotak Gold Fund
Point 1Bottom quartile AUM (₹106 Cr).Highest AUM (₹57,375 Cr).Lower mid AUM (₹3,302 Cr).
Point 2Established history (17+ yrs).Oldest track record among peers (18 yrs).Established history (14+ yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 1★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 7.38% (bottom quartile).5Y return: 26.87% (upper mid).5Y return: 12.88% (lower mid).
Point 63Y return: 12.00% (bottom quartile).3Y return: 21.37% (lower mid).3Y return: 23.17% (upper mid).
Point 71Y return: 20.19% (lower mid).1Y return: 2.41% (bottom quartile).1Y return: 37.17% (upper mid).
Point 8Alpha: -1.94 (bottom quartile).Alpha: 4.96 (upper mid).1M return: 2.11% (lower mid).
Point 9Sharpe: 0.99 (lower mid).Sharpe: -0.09 (bottom quartile).Alpha: 0.00 (lower mid).
Point 10Information ratio: -0.67 (bottom quartile).Information ratio: -0.29 (lower mid).Sharpe: 2.55 (upper mid).

Kotak Global Emerging Market Fund

  • Bottom quartile AUM (₹106 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 7.38% (bottom quartile).
  • 3Y return: 12.00% (bottom quartile).
  • 1Y return: 20.19% (lower mid).
  • Alpha: -1.94 (bottom quartile).
  • Sharpe: 0.99 (lower mid).
  • Information ratio: -0.67 (bottom quartile).

Kotak Emerging Equity Scheme

  • Highest AUM (₹57,375 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.87% (upper mid).
  • 3Y return: 21.37% (lower mid).
  • 1Y return: 2.41% (bottom quartile).
  • Alpha: 4.96 (upper mid).
  • Sharpe: -0.09 (bottom quartile).
  • Information ratio: -0.29 (lower mid).

Kotak Gold Fund

  • Lower mid AUM (₹3,302 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.88% (lower mid).
  • 3Y return: 23.17% (upper mid).
  • 1Y return: 37.17% (upper mid).
  • 1M return: 2.11% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 2.55 (upper mid).

8. Franklin Templeton Mutual Fund

Franklin Templeton India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. This mutual fund has now set up by the name, Franklin Templeton Asset Management (India) Pt Limited.

Top Franklin Mutual Fund Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11
₹13192.1192.1192.147.332.5
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹78.8367
↑ 0.77
₹4,22312.48.116.119.910.927.1
Franklin Asian Equity Fund Growth ₹31.9371
↓ -0.32
₹270911.912.38.23.214.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryFranklin India Short Term Income Plan - Retail PlanFranklin India Feeder - Franklin U S Opportunities FundFranklin Asian Equity Fund
Point 1Bottom quartile AUM (₹13 Cr).Highest AUM (₹4,223 Cr).Lower mid AUM (₹270 Cr).
Point 2Oldest track record among peers (23 yrs).Established history (13+ yrs).Established history (17+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 4★ (lower mid).Top rated.
Point 4Risk profile: Moderate.Risk profile: High.Risk profile: High.
Point 51Y return: 192.10% (upper mid).5Y return: 10.88% (lower mid).5Y return: 3.17% (bottom quartile).
Point 61M return: 192.10% (upper mid).3Y return: 19.94% (lower mid).3Y return: 8.24% (bottom quartile).
Point 7Sharpe: -90.89 (bottom quartile).1Y return: 16.08% (lower mid).1Y return: 12.31% (bottom quartile).
Point 8Information ratio: -2.42 (bottom quartile).Alpha: -7.41 (bottom quartile).Alpha: 0.00 (upper mid).
Point 9Yield to maturity (debt): 0.00% (upper mid).Sharpe: 0.67 (upper mid).Sharpe: 0.57 (lower mid).
Point 10Modified duration: 0.00 yrs (upper mid).Information ratio: -1.67 (lower mid).Information ratio: 0.00 (upper mid).

Franklin India Short Term Income Plan - Retail Plan

  • Bottom quartile AUM (₹13 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 192.10% (upper mid).
  • 1M return: 192.10% (upper mid).
  • Sharpe: -90.89 (bottom quartile).
  • Information ratio: -2.42 (bottom quartile).
  • Yield to maturity (debt): 0.00% (upper mid).
  • Modified duration: 0.00 yrs (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Highest AUM (₹4,223 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 10.88% (lower mid).
  • 3Y return: 19.94% (lower mid).
  • 1Y return: 16.08% (lower mid).
  • Alpha: -7.41 (bottom quartile).
  • Sharpe: 0.67 (upper mid).
  • Information ratio: -1.67 (lower mid).

Franklin Asian Equity Fund

  • Lower mid AUM (₹270 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 3.17% (bottom quartile).
  • 3Y return: 8.24% (bottom quartile).
  • 1Y return: 12.31% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.57 (lower mid).
  • Information ratio: 0.00 (upper mid).

9. DSP Blackrock Mutual Fund

DSP BlackRock is a joint venture between DSP Group and BlackRock, world’s largest investment management firm. DSP BlackRock trustee Company Private Ltd. is the trustee for the DSP BlackRock Mutual Fund.

Top DSP Mutual Fund Funds 2025

No Funds available.

10. Axis Mutual Fund

Axis Mutual Fund had launched its first scheme in 2009. Mr. Chandresh Kumar Nigam is the MD & CEO. Axis Bank Limited holds 74.99% in Axis Mutual Fund. The remaining 25% is held by Schroder Singapore Holdings Private Limited.

Top Axis Mutual Fund Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Axis Gold Fund Growth ₹29.3893
↑ 0.08
₹1,1804.714.436.723.313.119.2
Axis Mid Cap Fund Growth ₹112.97
↓ -1.38
₹31,3843.317.10.318.121.630
Axis Triple Advantage Fund Growth ₹40.2842
↓ -0.28
₹1,5002.510.43.510.712.915.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryAxis Gold FundAxis Mid Cap FundAxis Triple Advantage Fund
Point 1Bottom quartile AUM (₹1,180 Cr).Highest AUM (₹31,384 Cr).Lower mid AUM (₹1,500 Cr).
Point 2Established history (13+ yrs).Established history (14+ yrs).Oldest track record among peers (15 yrs).
Point 3Rating: 1★ (lower mid).Rating: 1★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 13.13% (lower mid).5Y return: 21.61% (upper mid).5Y return: 12.87% (bottom quartile).
Point 63Y return: 23.31% (upper mid).3Y return: 18.09% (lower mid).3Y return: 10.70% (bottom quartile).
Point 71Y return: 36.68% (upper mid).1Y return: 0.33% (bottom quartile).1Y return: 3.47% (lower mid).
Point 81M return: 2.03% (upper mid).Alpha: 0.00 (lower mid).1M return: 0.64% (lower mid).
Point 9Alpha: 0.00 (upper mid).Sharpe: -0.21 (lower mid).Alpha: 0.00 (bottom quartile).
Point 10Sharpe: 2.50 (upper mid).Information ratio: 0.00 (lower mid).Sharpe: -0.28 (bottom quartile).

Axis Gold Fund

  • Bottom quartile AUM (₹1,180 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.13% (lower mid).
  • 3Y return: 23.31% (upper mid).
  • 1Y return: 36.68% (upper mid).
  • 1M return: 2.03% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 2.50 (upper mid).

Axis Mid Cap Fund

  • Highest AUM (₹31,384 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.61% (upper mid).
  • 3Y return: 18.09% (lower mid).
  • 1Y return: 0.33% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: 0.00 (lower mid).

Axis Triple Advantage Fund

  • Lower mid AUM (₹1,500 Cr).
  • Oldest track record among peers (15 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.87% (bottom quartile).
  • 3Y return: 10.70% (bottom quartile).
  • 1Y return: 3.47% (lower mid).
  • 1M return: 0.64% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.28 (bottom quartile).

List of Asset Management Companies in India

The complete list of asset management companies in India is as follows:

AMC Type of AMC Inception Date AUM in Crores (#As on March 2018)
BOI AXA Investment Managers Private Limited Bank Sponsored - Joint Venture (Predominantly Indian) March 31, 2008 5727.84
Canara Robeco Asset Management Company Limited Bank Sponsored - Joint Venture (Predominantly Indian) December 19, 1987 12205.33
SBI Funds Management Private Limited Bank Sponsored - Joint Venture (Predominantly Indian) June 29, 1987 12205.33
Baroda Pioneer Asset Management Company Limited Bank Sponsored - Joint Venture (Predominantly Foreign) November 24, 1994 12895.91
IDBI Asset Management Ltd. Bank Sponsored - Others March 29, 2010 10401.10
Union Asset Management Company Private Limited Bank Sponsored - Others March 23, 2011 3743.63
UTI Asset Management Company Ltd Bank Sponsored - Others February 01, 2003 145286.52
LIC Mutual Fund Asset Management Limited Indian Institutions April 20, 1994 18092.87
Edelweiss Asset Management Limited Private Sector - Indian April 30, 2008 11353.74
Escorts Asset Management Limited Private Sector - Indian April 15, 1996 13.23
IIFL Asset Management Ltd. Private Sector - Indian March 23, 2011 596.85
Indiabulls Asset Management Company Ltd. Private Sector - Indian March 24, 2011 8498.97
JM Financial Asset Management Limited Private Sector - Indian September 15, 1994 12157.02
Kotak Mahindra Asset Management Company Limited(KMAMCL) Private Sector - Indian June 23, 1998 122426.61
L&T Investment Management Limited Private Sector - Indian January 03, 1997 65828.9
Mahindra Asset Management Company Pvt. Ltd. Private Sector - Indian February 04, 2016 3357.51
Motilal Oswal Asset Management Company Limited Private Sector - Indian December 29, 2009 17705.33
Essel Funds Management Company Ltd Private Sector - Indian December 04, 2009 924.72
PPFAS Asset Management Pvt. Ltd. Private Sector - Indian October 10, 2012 1010.38
Quantum Asset Management Company Private Limited Private Sector - Indian December 02, 2005 1249.50
Sahara Asset Management Company Private Limited Private Sector - Indian July 18, 1996 58.35
Shriram Asset Management Co. Ltd. Private Sector - Indian December 05, 1994 42.55
Sundaram Asset Management Company Limited Private Sector - Indian August 24, 1996 31955.35
Tata Asset Management Limited Private Sector - Indian June 30, 1995 46723.25
Taurus Asset Management Company Limited Private Sector - Indian August 20, 1993 475.67
BNP Paribas Asset Management India Private Limited Private Sector - Foreign April 15, 2004 7709.32
Franklin Templeton Asset Management (India) Private Limited Private Sector - Foreign February 19, 1996 102961.13
Invesco Asset Management (India) Private Limited Private Sector - Foreign July 24, 2006 25592.75
Mirae Asset Global Investments (India) Pvt. Ltd. Private Sector - Foreign November 30, 2007 15034.99
Axis Asset Management Company Ltd. Private Sector - Joint Venture -Predominantly Indian September 04, 2009 73858.71
Birla Sun Life Asset Management Company Limited Private Sector - Joint Venture -Predominantly Indian December 23, 1994 244730.86
DSP BlackRock Investment Managers Private Limited Private Sector - Joint Venture -Predominantly Indian December 16, 1996 85172.78
HDFC Asset Management Company Limited Private Sector - Joint Venture -Predominantly Indian June 30, 2000 294968.74
ICICI Prudential Asset Mgmt.Company Limited Private Sector - Joint Venture -Predominantly Indian October 13, 1993 310166.25
IDFC Asset Management Company Limited Private Sector - Joint Venture -Predominantly Indian March 13, 2000 69075.26
Reliance Nippon Life Asset Management Limited Private Sector - Joint Venture -Predominantly Indian June 30, 1995 233132.40
HSBC Asset Management (India) Private Ltd. Private Sector - Joint Venture -Predominantly Foreign May 27, 2002 10543.30
Principal PNB Asset Management Co. Pvt. Ltd. Private Sector - Joint Venture -Predominantly Foreign November 25, 1994 7034.80
DHFL Pramerica Asset Managers Private Limited Private Sector - Joint Venture -Others May 13, 2010 24,80,727

*AUM source- MorningStar

Type of Equity Mutual Funds Offered by AMC's

Mutual Fund Companies manage large sums of money invested in various schemes. Investors place confidence in the fund manager as well as the AMC while investing in their schemes.

A large AUM can be both positive, as well as negative. If invested efficiently, it can deliver manifold returns for its investors.

Different Categories of Mutual Funds are as follows:

Large Cap Funds

In this type of mutual fund, the investment is made in large-cap companies. These companies are stable, have a proven track record and good ratings. These companies have historically given returns between 12% and 18%. Moderate risk is involved and it is suggested to invest in these funds for more than 4 years.

Mid Cap Funds

In this type of mutual fund, the investment is made in mid-cap companies. These companies come after Large cap funds in the hierarchy.These companies have historically given returns between 15% and 20%. The risk is slightly more than large-cap funds. It is suggested to invest in these funds for more than 5 years.

Small Cap Funds

In this type of mutual fund, the investment is made in small cap companies. These companies offer 16-22% return. This category is a high risk- high return one.

Balanced Fund

This fund has a combination of equity and debt in its portfolio. Depending on the proportion of investment made in equity and debt, the risk and returns are accordingly determined. Investment can be made via lump sum investment or through SIP (Systematic Investment Plan) mode in any of these fund categories.

An investor can take any investment decision taking into account his/her investment objective, investment duration and risk-return capacity.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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