Top 10 Best Mutual Fund Investment Companies 2026

Updated on March 18, 2026 , 200148 views

The Mutual Fund industry in India has been playing a massive role in the economic development of the country since many years. It has witnessed a large number of investments flocking in recent years, especially the past five years has been a great boom in the industry.

When investors search for good AMCs to invest, they often think that an AMC with a good brand name will give good profits. But, this is technically not true. The performance of funds depends on various factors such as the expertise of their fund managers, the size of the fund house, NAV, last 10 year performances, stared funds, etc. Considering all such factors, we have shortlisted the top 10 AMCs or Mutual Fund investment companies in India & the best Mutual Fund schemes offered by them.

Best Mutual Fund Companies in India

Take a look top Mutual Fund Companies in India-

Fund Selection Methodology used to find 5 funds

Asset Management Company : SBI
Sorted On : drat (high to low)
Tags: fcpro
No Of Funds: 5

1. SBI Mutual Fund

SBI Mutual Fund is one of the well-recognised company in India. The company is present in the Indian Mutual Fund industry for more than three decades now. It was launched in the year 1987. The AMC is a Joint Venture between SBI Bank (India's largest bank) and AMUNDI (France), one of the world's leading fund management companies. The user base of SBI Mutual Fund is more than 54 Lakhs. It offers schemes across various categories of funds to cater the diverse requirements of the individuals. Investors who wish to invest in SBI Mutual Fund schemes, here are some of the top funds that you can choose as per your investment needs and objectives.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
SBI Debt Hybrid Fund Growth	₹73.4082 ↓ -0.39	₹9,686	500	-0.8	0.2	5.9	9.6	9	6.7	1.04
SBI Magnum Children's Benefit Plan Growth	₹110.096 ↓ -0.50	₹133	500	-0.6	-0.1	4.5	12.2	11	3.2	0.48
SBI Small Cap Fund Growth	₹151.753 ↑ 0.62	₹34,932	500	-8.8	-13.6	-2.3	12.2	14.2	-4.9	0.34
SBI Multi Asset Allocation Fund Growth	₹63.7865 ↓ -1.01	₹16,367	500	-1.8	4.5	16.6	17.7	14.2	18.6	3.6
SBI Magnum COMMA Fund Growth	₹108.139 ↑ 0.98	₹999	500	1.8	1.2	14.4	19.9	14.9	12.3	1.99
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26
Note: Ratio's shown as on 15 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Magnum Children's Benefit Plan	SBI Small Cap Fund	SBI Multi Asset Allocation Fund	SBI Magnum COMMA Fund
Point 1	Lower mid AUM (₹9,686 Cr).	Bottom quartile AUM (₹133 Cr).	Highest AUM (₹34,932 Cr).	Upper mid AUM (₹16,367 Cr).	Bottom quartile AUM (₹999 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (24+ yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.
Point 5	5Y return: 9.00% (bottom quartile).	5Y return: 10.98% (bottom quartile).	5Y return: 14.17% (lower mid).	5Y return: 14.18% (upper mid).	5Y return: 14.94% (top quartile).
Point 6	3Y return: 9.58% (bottom quartile).	3Y return: 12.21% (lower mid).	3Y return: 12.18% (bottom quartile).	3Y return: 17.69% (upper mid).	3Y return: 19.92% (top quartile).
Point 7	1Y return: 5.86% (lower mid).	1Y return: 4.47% (bottom quartile).	1Y return: -2.30% (bottom quartile).	1Y return: 16.65% (top quartile).	1Y return: 14.35% (upper mid).
Point 8	1M return: -1.70% (upper mid).	1M return: -0.66% (top quartile).	Alpha: 0.00 (bottom quartile).	1M return: -4.92% (lower mid).	Alpha: 5.27 (top quartile).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Sharpe: 0.34 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: 1.99 (upper mid).
Point 10	Sharpe: 1.04 (lower mid).	Sharpe: 0.48 (bottom quartile).	Information ratio: 0.00 (lower mid).	Sharpe: 3.60 (top quartile).	Information ratio: -0.25 (bottom quartile).

SBI Debt Hybrid Fund

Lower mid AUM (₹9,686 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 9.00% (bottom quartile).
3Y return: 9.58% (bottom quartile).
1Y return: 5.86% (lower mid).
1M return: -1.70% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 1.04 (lower mid).

SBI Magnum Children's Benefit Plan

Bottom quartile AUM (₹133 Cr).
Established history (24+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.98% (bottom quartile).
3Y return: 12.21% (lower mid).
1Y return: 4.47% (bottom quartile).
1M return: -0.66% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.48 (bottom quartile).

SBI Small Cap Fund

Highest AUM (₹34,932 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.17% (lower mid).
3Y return: 12.18% (bottom quartile).
1Y return: -2.30% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.34 (bottom quartile).
Information ratio: 0.00 (lower mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹16,367 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
5Y return: 14.18% (upper mid).
3Y return: 17.69% (upper mid).
1Y return: 16.65% (top quartile).
1M return: -4.92% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 3.60 (top quartile).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹999 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 14.94% (top quartile).
3Y return: 19.92% (top quartile).
1Y return: 14.35% (upper mid).
Alpha: 5.27 (top quartile).
Sharpe: 1.99 (upper mid).
Information ratio: -0.25 (bottom quartile).

2. ICICI Prudential Mutual Fund

Launched in the year 1993, ICICI Mutual Fund is one of the biggest Asset Management Companies in the country. The fund house offers a broad spectrum of solutions for both corporate and retail investments. The fund house has been maintaining a strong customer base by delivering satisfying product solutions and innovative schemes. The AMC has witnessed substantial growth in scale, along with an investor base of more than 1.9 million. There are various Mutual Fund schemes offered by the AMC like equity, debt, hybrid, ELSS, liquid, etc. Here are a few top performing schemes of ICICI MF that you could prefer Investing in.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
ICICI Prudential Long Term Plan Growth	₹38.0582 ↓ -0.02	₹14,507	100	0.7	2	5.7	7.3	6.5	7.2	0.55
ICICI Prudential MIP 25 Growth	₹76.4521 ↓ -0.47	₹3,271	100	-1.5	-0.7	5.7	9.7	8.4	7.9	1.14
ICICI Prudential Nifty Next 50 Index Fund Growth	₹56.0947 ↑ 0.26	₹8,396	100	-6.6	-8.5	2.6	19.3	13.3	2.1	1.22
ICICI Prudential Banking and Financial Services Fund Growth	₹122.59 ↓ -0.73	₹10,886	100	-11.2	-8.5	2.4	13.5	10.9	15.9	1.11
ICICI Prudential US Bluechip Equity Fund Growth	₹70.39 ↓ -0.16	₹3,693	100	-2.9	4.4	14.8	14.9	11.6	15.8	1.17
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26
Note: Ratio's shown as on 15 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Long Term Plan	ICICI Prudential MIP 25	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential US Bluechip Equity Fund
Point 1	Highest AUM (₹14,507 Cr).	Bottom quartile AUM (₹3,271 Cr).	Lower mid AUM (₹8,396 Cr).	Upper mid AUM (₹10,886 Cr).	Bottom quartile AUM (₹3,693 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (17+ yrs).	Established history (13+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: High.
Point 5	1Y return: 5.71% (upper mid).	5Y return: 8.45% (bottom quartile).	5Y return: 13.33% (top quartile).	5Y return: 10.90% (lower mid).	5Y return: 11.57% (upper mid).
Point 6	1M return: 0.21% (top quartile).	3Y return: 9.69% (bottom quartile).	3Y return: 19.32% (top quartile).	3Y return: 13.48% (lower mid).	3Y return: 14.89% (upper mid).
Point 7	Sharpe: 0.55 (bottom quartile).	1Y return: 5.65% (lower mid).	1Y return: 2.58% (bottom quartile).	1Y return: 2.38% (bottom quartile).	1Y return: 14.75% (top quartile).
Point 8	Information ratio: 0.00 (top quartile).	1M return: -1.79% (upper mid).	1M return: -8.03% (bottom quartile).	Alpha: -1.02 (bottom quartile).	Alpha: 2.77 (top quartile).
Point 9	Yield to maturity (debt): 7.74% (upper mid).	Alpha: 0.00 (lower mid).	Alpha: -0.74 (bottom quartile).	Sharpe: 1.11 (bottom quartile).	Sharpe: 1.17 (upper mid).
Point 10	Modified duration: 6.10 yrs (bottom quartile).	Sharpe: 1.14 (lower mid).	Sharpe: 1.22 (top quartile).	Information ratio: -0.06 (lower mid).	Information ratio: -1.20 (bottom quartile).

ICICI Prudential Long Term Plan

Highest AUM (₹14,507 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 5.71% (upper mid).
1M return: 0.21% (top quartile).
Sharpe: 0.55 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.74% (upper mid).
Modified duration: 6.10 yrs (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,271 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.45% (bottom quartile).
3Y return: 9.69% (bottom quartile).
1Y return: 5.65% (lower mid).
1M return: -1.79% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.14 (lower mid).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹8,396 Cr).
Established history (15+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.33% (top quartile).
3Y return: 19.32% (top quartile).
1Y return: 2.58% (bottom quartile).
1M return: -8.03% (bottom quartile).
Alpha: -0.74 (bottom quartile).
Sharpe: 1.22 (top quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹10,886 Cr).
Established history (17+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 10.90% (lower mid).
3Y return: 13.48% (lower mid).
1Y return: 2.38% (bottom quartile).
Alpha: -1.02 (bottom quartile).
Sharpe: 1.11 (bottom quartile).
Information ratio: -0.06 (lower mid).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,693 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 11.57% (upper mid).
3Y return: 14.89% (upper mid).
1Y return: 14.75% (top quartile).
Alpha: 2.77 (top quartile).
Sharpe: 1.17 (upper mid).
Information ratio: -1.20 (bottom quartile).

3. HDFC Mutual Fund

HDFC Mutual Fund is one of the most well-known AMCs in India. It launched its first scheme in 2000 and since then, the fund house has been showing a promising growth. Over the years, HDFC MF has won the trust of several investors and has placed itself amongst the top performers in India. The AMC is India’s largest mutual fund managers with ₹4.4 trillion in assets under management. Investors who are keen to invest in HDFC Mutual Fund, here are some of the best schemes to choose.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
HDFC Banking and PSU Debt Fund Growth	₹23.7608 ↓ -0.02	₹5,599	300	0.7	2.2	6.3	7.1	6	7.5	0.66
HDFC Corporate Bond Fund Growth	₹33.5393 ↓ -0.03	₹33,200	300	0.6	2	6	7.4	6.3	7.3	0.52
HDFC Credit Risk Debt Fund Growth	₹25.1257 ↓ -0.01	₹6,891	300	1.3	2.8	7.3	7.6	6.8	8	1.57
HDFC Equity Savings Fund Growth	₹65.796 ↑ 0.13	₹5,901	300	-2.7	-1.4	4.8	9.6	9	6.8	1.18
HDFC Small Cap Fund Growth	₹122.967 ↑ 0.37	₹37,424	300	-11	-15.6	3.7	16.1	18.8	-0.6	0.86
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26
Note: Ratio's shown as on 28 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Credit Risk Debt Fund	HDFC Equity Savings Fund	HDFC Small Cap Fund
Point 1	Bottom quartile AUM (₹5,599 Cr).	Upper mid AUM (₹33,200 Cr).	Lower mid AUM (₹6,891 Cr).	Bottom quartile AUM (₹5,901 Cr).	Highest AUM (₹37,424 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (17+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	1Y return: 6.32% (upper mid).	1Y return: 6.03% (lower mid).	1Y return: 7.28% (top quartile).	5Y return: 8.96% (upper mid).	5Y return: 18.77% (top quartile).
Point 6	1M return: 0.00% (lower mid).	1M return: 0.03% (upper mid).	1M return: 0.18% (top quartile).	3Y return: 9.62% (upper mid).	3Y return: 16.07% (top quartile).
Point 7	Sharpe: 0.66 (bottom quartile).	Sharpe: 0.52 (bottom quartile).	Sharpe: 1.57 (top quartile).	1Y return: 4.75% (bottom quartile).	1Y return: 3.67% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: -3.29% (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.14% (lower mid).	Yield to maturity (debt): 7.24% (upper mid).	Yield to maturity (debt): 8.31% (top quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: 0.86 (lower mid).
Point 10	Modified duration: 3.10 yrs (bottom quartile).	Modified duration: 4.40 yrs (bottom quartile).	Modified duration: 2.34 yrs (upper mid).	Sharpe: 1.18 (upper mid).	Information ratio: 0.00 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,599 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 6.32% (upper mid).
1M return: 0.00% (lower mid).
Sharpe: 0.66 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.14% (lower mid).
Modified duration: 3.10 yrs (bottom quartile).

HDFC Corporate Bond Fund

Upper mid AUM (₹33,200 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 6.03% (lower mid).
1M return: 0.03% (upper mid).
Sharpe: 0.52 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.24% (upper mid).
Modified duration: 4.40 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

Lower mid AUM (₹6,891 Cr).
Established history (11+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 7.28% (top quartile).
1M return: 0.18% (top quartile).
Sharpe: 1.57 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.31% (top quartile).
Modified duration: 2.34 yrs (upper mid).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,901 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.96% (upper mid).
3Y return: 9.62% (upper mid).
1Y return: 4.75% (bottom quartile).
1M return: -3.29% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.18 (upper mid).

HDFC Small Cap Fund

Highest AUM (₹37,424 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.77% (top quartile).
3Y return: 16.07% (top quartile).
1Y return: 3.67% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.86 (lower mid).
Information ratio: 0.00 (bottom quartile).

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4. DSP BlackRock Mutual Fund

DSPBR is the largest listed AMC in the world. It offers a variety of Mutual Fund schemes to cater the diverse investment needs of the investors. It has a performance record of more than two decades in investment excellence. The AMC is backed by the 150+ year old DSP Group, which has been very influential in the growth and professionalisation of Capital Markets and the money management business in India. Here are some of the best performing DSPBR Mutual Fund schemes that you can consider while investing.

No Funds available.

5. Aditya Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund offers solutions that can help investors achieve their financial success. The fund house specialises in various investment objectives like tax savings, personal savings, wealth creation, etc. They offer a bundle of Mutual Fund schemes like equity, debt, hybrid, ELSS, Liquid Funds, etc. The AMC is always known for its consistent performance. It holds the total AUM of over Rs. 3,120 billion under its suite of mutual fund (excluding our domestic FoFs), Portfolio management services, offshore and Real Estate offerings and 7.3 million investor folios for the quarter ending September 30, 2021. Investors preferring to earn optimal returns can add the schemes of BSL Mutual Fund in their portfolio.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Aditya Birla Sun Life Savings Fund Growth	₹572.626 ↑ 0.20	₹21,467	1,000	1.4	2.9	7	7.4	6.3	7.4	2.39
Aditya Birla Sun Life Money Manager Fund Growth	₹386.222 ↓ -0.01	₹30,778	1,000	1.3	2.8	6.9	7.4	6.3	7.4	2.09
Aditya Birla Sun Life Corporate Bond Fund Growth	₹116.491 ↓ -0.09	₹27,913	100	0.7	2.1	6	7.4	6.4	7.4	0.51
Aditya Birla Sun Life Regular Savings Fund Growth	₹67.6735 ↓ -0.45	₹1,523	500	-1	0	6	8.9	8	7.1	1.22
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹57.37 ↓ -0.18	₹3,673	1,000	-10.2	-5.8	5.8	15.5	11.3	17.5	1.34
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26
Note: Ratio's shown as on 28 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Banking And Financial Services Fund
Point 1	Lower mid AUM (₹21,467 Cr).	Highest AUM (₹30,778 Cr).	Upper mid AUM (₹27,913 Cr).	Bottom quartile AUM (₹1,523 Cr).	Bottom quartile AUM (₹3,673 Cr).
Point 2	Established history (22+ yrs).	Established history (20+ yrs).	Oldest track record among peers (29 yrs).	Established history (21+ yrs).	Established history (12+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: High.
Point 5	1Y return: 7.01% (top quartile).	1Y return: 6.86% (upper mid).	1Y return: 6.01% (lower mid).	5Y return: 8.04% (upper mid).	5Y return: 11.35% (top quartile).
Point 6	1M return: 0.38% (top quartile).	1M return: 0.36% (upper mid).	1M return: 0.07% (lower mid).	3Y return: 8.94% (upper mid).	3Y return: 15.52% (top quartile).
Point 7	Sharpe: 2.39 (top quartile).	Sharpe: 2.09 (upper mid).	Sharpe: 0.51 (bottom quartile).	1Y return: 5.96% (bottom quartile).	1Y return: 5.85% (bottom quartile).
Point 8	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	1M return: -2.03% (bottom quartile).	Alpha: 1.16 (upper mid).
Point 9	Yield to maturity (debt): 7.14% (lower mid).	Yield to maturity (debt): 7.02% (bottom quartile).	Yield to maturity (debt): 7.21% (upper mid).	Alpha: 1.70 (top quartile).	Sharpe: 1.34 (lower mid).
Point 10	Modified duration: 0.48 yrs (upper mid).	Modified duration: 0.63 yrs (lower mid).	Modified duration: 4.57 yrs (bottom quartile).	Sharpe: 1.22 (bottom quartile).	Information ratio: 0.24 (top quartile).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹21,467 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.01% (top quartile).
1M return: 0.38% (top quartile).
Sharpe: 2.39 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.14% (lower mid).
Modified duration: 0.48 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹30,778 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 6.86% (upper mid).
1M return: 0.36% (upper mid).
Sharpe: 2.09 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.02% (bottom quartile).
Modified duration: 0.63 yrs (lower mid).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹27,913 Cr).
Oldest track record among peers (29 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.01% (lower mid).
1M return: 0.07% (lower mid).
Sharpe: 0.51 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.21% (upper mid).
Modified duration: 4.57 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,523 Cr).
Established history (21+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.04% (upper mid).
3Y return: 8.94% (upper mid).
1Y return: 5.96% (bottom quartile).
1M return: -2.03% (bottom quartile).
Alpha: 1.70 (top quartile).
Sharpe: 1.22 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,673 Cr).
Established history (12+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 11.35% (top quartile).
3Y return: 15.52% (top quartile).
1Y return: 5.85% (bottom quartile).
Alpha: 1.16 (upper mid).
Sharpe: 1.34 (lower mid).
Information ratio: 0.24 (top quartile).

6. Kotak Mutual Fund

Since its launch in the year 1998, Kotak Mutual Fund has grown into one of the well-known AMCs in India. The company offers a variety of Mutual Fund schemes to cater the diverse requirements of the investors. Some of the categories of the Mutual Fund includes equity, debt, hybrid, liquid, ELSS and so on. Over 7.5 million investors are investing in Kotak MF. Investor can plan their investments and refer to these top-performing schemes by Kotak Mutual Fund.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Kotak Equity Opportunities Fund Growth	₹324.426 ↑ 1.31	₹30,712	1,000	-7.3	-6.7	5.5	17.6	15.1	5.6	1.6
Kotak Standard Multicap Fund Growth	₹79.434 ↑ 0.09	₹56,853	500	-8.1	-7.7	4.2	15.3	12.2	9.5	1.34
Kotak Asset Allocator Fund - FOF Growth	₹241.713 ↓ -8.03	₹2,448	1,000	-4.9	-0.5	13.5	17.5	16.3	15.4	2.72
Kotak Emerging Equity Scheme Growth	₹125.934 ↑ 0.31	₹61,694	1,000	-7.3	-10.3	8	19.5	17.4	1.8	1.43
Kotak Infrastructure & Economic Reform Fund Growth	₹60.607 ↑ 0.43	₹2,339	1,000	-6.1	-9	7	17.2	19.7	-3.7	1.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26
Note: Ratio's shown as on 28 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Equity Opportunities Fund	Kotak Standard Multicap Fund	Kotak Asset Allocator Fund - FOF	Kotak Emerging Equity Scheme	Kotak Infrastructure & Economic Reform Fund
Point 1	Lower mid AUM (₹30,712 Cr).	Upper mid AUM (₹56,853 Cr).	Bottom quartile AUM (₹2,448 Cr).	Highest AUM (₹61,694 Cr).	Bottom quartile AUM (₹2,339 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (16+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 15.10% (bottom quartile).	5Y return: 12.18% (bottom quartile).	5Y return: 16.29% (lower mid).	5Y return: 17.40% (upper mid).	5Y return: 19.65% (top quartile).
Point 6	3Y return: 17.57% (upper mid).	3Y return: 15.26% (bottom quartile).	3Y return: 17.51% (lower mid).	3Y return: 19.46% (top quartile).	3Y return: 17.16% (bottom quartile).
Point 7	1Y return: 5.46% (bottom quartile).	1Y return: 4.17% (bottom quartile).	1Y return: 13.52% (top quartile).	1Y return: 8.05% (upper mid).	1Y return: 6.97% (lower mid).
Point 8	Alpha: 4.65 (top quartile).	Alpha: 3.98 (upper mid).	1M return: -7.02% (top quartile).	Alpha: 3.15 (bottom quartile).	Alpha: 3.62 (lower mid).
Point 9	Sharpe: 1.60 (upper mid).	Sharpe: 1.34 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: 1.43 (lower mid).	Sharpe: 1.20 (bottom quartile).
Point 10	Information ratio: 0.01 (upper mid).	Information ratio: 0.11 (top quartile).	Sharpe: 2.72 (top quartile).	Information ratio: -0.48 (bottom quartile).	Information ratio: -0.40 (bottom quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹30,712 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.10% (bottom quartile).
3Y return: 17.57% (upper mid).
1Y return: 5.46% (bottom quartile).
Alpha: 4.65 (top quartile).
Sharpe: 1.60 (upper mid).
Information ratio: 0.01 (upper mid).

Kotak Standard Multicap Fund

Upper mid AUM (₹56,853 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.18% (bottom quartile).
3Y return: 15.26% (bottom quartile).
1Y return: 4.17% (bottom quartile).
Alpha: 3.98 (upper mid).
Sharpe: 1.34 (bottom quartile).
Information ratio: 0.11 (top quartile).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,448 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.29% (lower mid).
3Y return: 17.51% (lower mid).
1Y return: 13.52% (top quartile).
1M return: -7.02% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.72 (top quartile).

Kotak Emerging Equity Scheme

Highest AUM (₹61,694 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.40% (upper mid).
3Y return: 19.46% (top quartile).
1Y return: 8.05% (upper mid).
Alpha: 3.15 (bottom quartile).
Sharpe: 1.43 (lower mid).
Information ratio: -0.48 (bottom quartile).

Kotak Infrastructure & Economic Reform Fund

Bottom quartile AUM (₹2,339 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 19.65% (top quartile).
3Y return: 17.16% (bottom quartile).
1Y return: 6.97% (lower mid).
Alpha: 3.62 (lower mid).
Sharpe: 1.20 (bottom quartile).
Information ratio: -0.40 (bottom quartile).

7. L&T Mutual Fund

L&T Mutual Fund follows a disciplined approach to investment and risk management. The company emphasizes to deliver a superior long-term risk-adjusted performance. The AMC was launched in the year 1997 and since it has gained an immense trust amongst its investors. Investors can choose schemes from a host of options like equity, debt, Hybrid Fund, etc.

No Funds available.

8. Tata Mutual Fund

Tata Mutual Fund has been operating in India for more than two decades. Tata Mutual Fund is one of the well-reputed fund houses in India. The fund house has been able to win the trust of millions of customers with its consistent performances top-notch service. Tata Mutual Fund offers various categories such as equity, debt, hybrid, liquid & ELSS, investors can invest as per their investment needs & objectives.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Tata India Tax Savings Fund Growth	₹42.0512 ↑ 0.20	₹4,674	500	-8.5	-6.4	3.9	15.1	12.6	4.9	1.18
Tata Equity PE Fund Growth	₹329.128 ↑ 1.94	₹8,774	150	-8.3	-6.2	3.7	17.8	14.9	3.7	1
Tata Retirement Savings Fund-Moderate Growth	₹59.0185 ↑ 0.01	₹2,069	150	-8.7	-9.4	1.1	13	9.6	1	0.52
Tata Retirement Savings Fund - Progressive Growth	₹58.7036 ↑ 0.04	₹2,014	150	-9.9	-11	0.3	13.9	9.8	-1.2	0.49
Tata Treasury Advantage Fund Growth	₹4,092.62 ↓ -0.91	₹2,572	500	1.2	2.7	6.7	7	5.9	7.2	1.48
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26
Note: Ratio's shown as on 28 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Tata Equity PE Fund	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata Treasury Advantage Fund
Point 1	Upper mid AUM (₹4,674 Cr).	Highest AUM (₹8,774 Cr).	Bottom quartile AUM (₹2,069 Cr).	Bottom quartile AUM (₹2,014 Cr).	Lower mid AUM (₹2,572 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 12.59% (upper mid).	5Y return: 14.90% (top quartile).	5Y return: 9.65% (bottom quartile).	5Y return: 9.78% (lower mid).	1Y return: 6.67% (top quartile).
Point 6	3Y return: 15.07% (upper mid).	3Y return: 17.76% (top quartile).	3Y return: 13.00% (bottom quartile).	3Y return: 13.87% (lower mid).	1M return: 0.31% (top quartile).
Point 7	1Y return: 3.90% (upper mid).	1Y return: 3.69% (lower mid).	1Y return: 1.07% (bottom quartile).	1Y return: 0.30% (bottom quartile).	Sharpe: 1.48 (top quartile).
Point 8	Alpha: 2.29 (top quartile).	Alpha: 0.08 (upper mid).	1M return: -6.40% (upper mid).	1M return: -7.27% (lower mid).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: 1.18 (upper mid).	Sharpe: 1.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: -5.84 (bottom quartile).	Yield to maturity (debt): 6.85% (top quartile).
Point 10	Information ratio: -0.21 (bottom quartile).	Information ratio: 0.62 (top quartile).	Sharpe: 0.52 (bottom quartile).	Sharpe: 0.49 (bottom quartile).	Modified duration: 0.90 yrs (bottom quartile).

Tata India Tax Savings Fund

Upper mid AUM (₹4,674 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.59% (upper mid).
3Y return: 15.07% (upper mid).
1Y return: 3.90% (upper mid).
Alpha: 2.29 (top quartile).
Sharpe: 1.18 (upper mid).
Information ratio: -0.21 (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹8,774 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.90% (top quartile).
3Y return: 17.76% (top quartile).
1Y return: 3.69% (lower mid).
Alpha: 0.08 (upper mid).
Sharpe: 1.00 (lower mid).
Information ratio: 0.62 (top quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,069 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.65% (bottom quartile).
3Y return: 13.00% (bottom quartile).
1Y return: 1.07% (bottom quartile).
1M return: -6.40% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.52 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,014 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.78% (lower mid).
3Y return: 13.87% (lower mid).
1Y return: 0.30% (bottom quartile).
1M return: -7.27% (lower mid).
Alpha: -5.84 (bottom quartile).
Sharpe: 0.49 (bottom quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹2,572 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.67% (top quartile).
1M return: 0.31% (top quartile).
Sharpe: 1.48 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.85% (top quartile).
Modified duration: 0.90 yrs (bottom quartile).

9. Nippon India Mutual Fund

Since its launch in the year 1995, Nippon India has been one of the fastest growing Mutual Fund company in the country. The fund house has an impressive track record of consistent returns. Nippon India Mutual Fund offers a variety of schemes that can cater to the diverse needs of the investors. Investors can choose funds as per their investment objectives and invest according to their risk appetite.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Nippon India Japan Equity Fund Growth	₹24.0316 ↓ -0.63	₹311	100	6.7	8.8	23.8	17.1	7.2	19.8	2.2
Nippon India Strategic Debt Fund Growth	₹16.3966 ↓ -0.02	₹139	100	1.2	2.7	8.8	8.4	9	9.6	1.24
Nippon India Power and Infra Fund Growth	₹336.605 ↑ 2.76	₹7,128	100	-1.6	-5.2	8.3	24.7	22.7	-0.5	1.1
Nippon India Short Term Fund Growth	₹54.8023 ↓ -0.04	₹8,367	100	0.9	2.4	6.9	7.4	6.2	7.9	1.03
Nippon India Prime Debt Fund Growth	₹62.0498 ↓ -0.03	₹8,950	100	0.7	2.1	6.6	7.5	6.6	7.8	0.79
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 26
Note: Ratio's shown as on 28 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Japan Equity Fund	Nippon India Strategic Debt Fund	Nippon India Power and Infra Fund	Nippon India Short Term Fund	Nippon India Prime Debt Fund
Point 1	Bottom quartile AUM (₹311 Cr).	Bottom quartile AUM (₹139 Cr).	Lower mid AUM (₹7,128 Cr).	Upper mid AUM (₹8,367 Cr).	Highest AUM (₹8,950 Cr).
Point 2	Established history (11+ yrs).	Established history (11+ yrs).	Established history (21+ yrs).	Established history (23+ yrs).	Oldest track record among peers (25 yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderate.	Risk profile: High.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	5Y return: 7.24% (lower mid).	1Y return: 8.84% (upper mid).	5Y return: 22.65% (top quartile).	1Y return: 6.89% (bottom quartile).	1Y return: 6.57% (bottom quartile).
Point 6	3Y return: 17.13% (upper mid).	1M return: 0.24% (top quartile).	3Y return: 24.74% (top quartile).	1M return: 0.06% (upper mid).	1M return: 0.02% (lower mid).
Point 7	1Y return: 23.78% (top quartile).	Sharpe: 1.24 (upper mid).	1Y return: 8.32% (lower mid).	Sharpe: 1.03 (bottom quartile).	Sharpe: 0.79 (bottom quartile).
Point 8	Alpha: -7.08 (bottom quartile).	Information ratio: 0.00 (upper mid).	Alpha: 0.23 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 2.20 (top quartile).	Yield to maturity (debt): 7.57% (top quartile).	Sharpe: 1.10 (lower mid).	Yield to maturity (debt): 7.28% (upper mid).	Yield to maturity (debt): 7.19% (lower mid).
Point 10	Information ratio: -1.39 (bottom quartile).	Modified duration: 3.68 yrs (bottom quartile).	Information ratio: 0.34 (top quartile).	Modified duration: 2.48 yrs (lower mid).	Modified duration: 2.78 yrs (bottom quartile).

Nippon India Japan Equity Fund

Bottom quartile AUM (₹311 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: High.
5Y return: 7.24% (lower mid).
3Y return: 17.13% (upper mid).
1Y return: 23.78% (top quartile).
Alpha: -7.08 (bottom quartile).
Sharpe: 2.20 (top quartile).
Information ratio: -1.39 (bottom quartile).

Nippon India Strategic Debt Fund

Bottom quartile AUM (₹139 Cr).
Established history (11+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 8.84% (upper mid).
1M return: 0.24% (top quartile).
Sharpe: 1.24 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.57% (top quartile).
Modified duration: 3.68 yrs (bottom quartile).

Nippon India Power and Infra Fund

Lower mid AUM (₹7,128 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 22.65% (top quartile).
3Y return: 24.74% (top quartile).
1Y return: 8.32% (lower mid).
Alpha: 0.23 (top quartile).
Sharpe: 1.10 (lower mid).
Information ratio: 0.34 (top quartile).

Nippon India Short Term Fund

Upper mid AUM (₹8,367 Cr).
Established history (23+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.89% (bottom quartile).
1M return: 0.06% (upper mid).
Sharpe: 1.03 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.28% (upper mid).
Modified duration: 2.48 yrs (lower mid).

Nippon India Prime Debt Fund

Highest AUM (₹8,950 Cr).
Oldest track record among peers (25 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.57% (bottom quartile).
1M return: 0.02% (lower mid).
Sharpe: 0.79 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.19% (lower mid).
Modified duration: 2.78 yrs (bottom quartile).

10. Sundaram Mutual Fund

Sundaram Mutual Fund offers a diverse range of innovative financial solutions for both retail and institutional investors. The fund house constantly aims to bring innovative schemes in order to satisfy the diverse needs of the customer. The AMC uses a strict risk-management policy and appropriate research techniques to support its investment decisions.

No Funds available.

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.