Table of Contents
Top 10 Best Mutual Fund Investment Companies 2025
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-
- SBI Mutual Fund
- ICICI Prudential Mutual Fund
- HDFC Mutual Fund
- DSP BlackRock Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Kotak Mutual Fund
- L&T Mutual Fund
- Tata Mutual Fund
- Nippon India Mutual Fund
- Sundaram Mutual Fund
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 Magnum Children's Benefit Plan Growth ₹108.997
↓ -0.26 ₹128 500 1.1 3.1 6 12.5 13.5 17.4 0.64 SBI Debt Hybrid Fund Growth ₹72.3992
↓ -0.20 ₹9,748 500 2.1 4.3 5.6 10 11.2 11 0.16 SBI Small Cap Fund Growth ₹167.662
↓ -0.92 ₹35,696 500 5.7 2.4 -5.4 15.6 25.8 24.1 -0.24 SBI Credit Risk Fund Growth ₹46.059
↓ 0.00 ₹2,236 500 2.1 4.6 8.6 8.1 7 8.1 2.34 SBI Equity Hybrid Fund Growth ₹295.673
↓ -3.05 ₹78,708 500 2.8 7.1 8.6 13.1 16.1 14.2 0.57 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Magnum Children's Benefit Plan SBI Debt Hybrid Fund SBI Small Cap Fund SBI Credit Risk Fund SBI Equity Hybrid Fund Point 1 Bottom quartile AUM (₹128 Cr). Lower mid AUM (₹9,748 Cr). Upper mid AUM (₹35,696 Cr). Bottom quartile AUM (₹2,236 Cr). Highest AUM (₹78,708 Cr). Point 2 Established history (23+ yrs). Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (21+ 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: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 13.47% (lower mid). 5Y return: 11.18% (bottom quartile). 5Y return: 25.80% (top quartile). 1Y return: 8.61% (top quartile). 5Y return: 16.13% (upper mid). Point 6 3Y return: 12.52% (lower mid). 3Y return: 10.00% (bottom quartile). 3Y return: 15.55% (top quartile). 1M return: 0.41% (top quartile). 3Y return: 13.07% (upper mid). Point 7 1Y return: 6.01% (lower mid). 1Y return: 5.63% (bottom quartile). 1Y return: -5.37% (bottom quartile). Sharpe: 2.34 (top quartile). 1Y return: 8.60% (upper mid). Point 8 1M return: -1.16% (lower mid). 1M return: -0.87% (upper mid). Alpha: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). 1M return: -3.87% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Sharpe: -0.24 (bottom quartile). Yield to maturity (debt): 7.71% (top quartile). Alpha: 5.08 (top quartile). Point 10 Sharpe: 0.64 (upper mid). Sharpe: 0.16 (bottom quartile). Information ratio: 0.00 (bottom quartile). Modified duration: 2.09 yrs (upper mid). Sharpe: 0.56 (lower mid). SBI Magnum Children's Benefit Plan
SBI Debt Hybrid Fund
SBI Small Cap Fund
SBI Credit Risk Fund
SBI Equity Hybrid Fund
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 Banking and Financial Services Fund Growth ₹132.18
↓ -0.80 ₹10,088 100 2.8 10 11.4 16.2 21.6 11.6 0.72 ICICI Prudential Long Term Plan Growth ₹37.2035
↓ -0.02 ₹14,952 100 1.3 4.5 8.5 8.1 6.6 8.2 1.66 ICICI Prudential MIP 25 Growth ₹75.7035
↓ -0.11 ₹3,220 100 2.5 4.6 7.2 10.2 10.1 11.4 0.63 ICICI Prudential Nifty Next 50 Index Fund Growth ₹57.5819
↓ -0.72 ₹7,799 100 4.6 3.3 -8.9 16 19.2 27.2 -0.39 ICICI Prudential Global Stable Equity Fund Growth ₹28.03
↑ 0.31 ₹101 1,000 4.8 4 12.5 10.5 11.3 5.7 0.76 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Banking and Financial Services Fund ICICI Prudential Long Term Plan ICICI Prudential MIP 25 ICICI Prudential Nifty Next 50 Index Fund ICICI Prudential Global Stable Equity Fund Point 1 Upper mid AUM (₹10,088 Cr). Highest AUM (₹14,952 Cr). Bottom quartile AUM (₹3,220 Cr). Lower mid AUM (₹7,799 Cr). Bottom quartile AUM (₹101 Cr). Point 2 Established history (16+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Established history (15+ yrs). Established history (11+ 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: High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 21.65% (top quartile). 1Y return: 8.48% (lower mid). 5Y return: 10.05% (bottom quartile). 5Y return: 19.16% (upper mid). 5Y return: 11.27% (lower mid). Point 6 3Y return: 16.23% (top quartile). 1M return: 0.16% (upper mid). 3Y return: 10.22% (bottom quartile). 3Y return: 15.95% (upper mid). 3Y return: 10.47% (lower mid). Point 7 1Y return: 11.38% (upper mid). Sharpe: 1.66 (top quartile). 1Y return: 7.16% (bottom quartile). 1Y return: -8.88% (bottom quartile). 1Y return: 12.48% (top quartile). Point 8 Alpha: -0.92 (bottom quartile). Information ratio: 0.00 (upper mid). 1M return: -0.23% (lower mid). 1M return: -4.47% (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: 0.72 (lower mid). Yield to maturity (debt): 7.31% (top quartile). Alpha: 0.00 (upper mid). Alpha: -1.05 (bottom quartile). Sharpe: 0.76 (upper mid). Point 10 Information ratio: 0.11 (top quartile). Modified duration: 2.97 yrs (bottom quartile). Sharpe: 0.63 (bottom quartile). Sharpe: -0.39 (bottom quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Banking and Financial Services Fund
ICICI Prudential Long Term Plan
ICICI Prudential MIP 25
ICICI Prudential Nifty Next 50 Index Fund
ICICI Prudential Global Stable Equity Fund
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 Corporate Bond Fund Growth ₹32.8518
↓ 0.00 ₹35,686 300 1.7 4.6 8.7 8 6.3 8.6 1.57 HDFC Banking and PSU Debt Fund Growth ₹23.228
↓ 0.00 ₹6,094 300 1.8 4.6 8.5 7.5 6.1 7.9 1.45 HDFC Credit Risk Debt Fund Growth ₹24.2632
↓ 0.00 ₹7,086 300 2 4.4 8.4 7.5 7.1 8.2 1.94 HDFC Hybrid Debt Fund Growth ₹81.7291
↓ -0.17 ₹3,401 300 0.4 3.4 4.6 10.5 11.3 10.5 0.08 HDFC Equity Savings Fund Growth ₹65.352
↓ -0.12 ₹5,663 300 1.6 3.3 3.6 10.2 12.4 10.3 -0.03 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 25 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Corporate Bond Fund HDFC Banking and PSU Debt Fund HDFC Credit Risk Debt Fund HDFC Hybrid Debt Fund HDFC Equity Savings Fund Point 1 Highest AUM (₹35,686 Cr). Lower mid AUM (₹6,094 Cr). Upper mid AUM (₹7,086 Cr). Bottom quartile AUM (₹3,401 Cr). Bottom quartile AUM (₹5,663 Cr). Point 2 Established history (15+ yrs). Established history (11+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (20+ 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: 8.73% (top quartile). 1Y return: 8.51% (upper mid). 1Y return: 8.45% (lower mid). 5Y return: 11.32% (upper mid). 5Y return: 12.38% (top quartile). Point 6 1M return: 0.30% (upper mid). 1M return: 0.28% (lower mid). 1M return: 0.38% (top quartile). 3Y return: 10.54% (top quartile). 3Y return: 10.18% (upper mid). Point 7 Sharpe: 1.57 (upper mid). Sharpe: 1.45 (lower mid). Sharpe: 1.94 (top quartile). 1Y return: 4.62% (bottom quartile). 1Y return: 3.58% (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). 1M return: -1.03% (bottom quartile). 1M return: -1.17% (bottom quartile). Point 9 Yield to maturity (debt): 6.94% (lower mid). Yield to maturity (debt): 6.82% (bottom quartile). Yield to maturity (debt): 7.92% (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Modified duration: 4.29 yrs (bottom quartile). Modified duration: 3.73 yrs (lower mid). Modified duration: 2.48 yrs (top quartile). Sharpe: 0.08 (bottom quartile). Sharpe: -0.03 (bottom quartile). HDFC Corporate Bond Fund
HDFC Banking and PSU Debt Fund
HDFC Credit Risk Debt Fund
HDFC Hybrid Debt Fund
HDFC Equity Savings Fund
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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 Banking And Financial Services Fund Growth ₹59.47
↓ -0.35 ₹3,625 1,000 2.2 10.7 9.9 16.3 21.5 8.7 0.38 Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.869
↓ -0.02 ₹28,675 100 1.5 4.5 8.6 7.9 6.5 8.5 1.66 Aditya Birla Sun Life Savings Fund Growth ₹553.023
↑ 0.11 ₹20,228 1,000 2 4.1 8.1 7.4 6.1 7.9 3.55 Aditya Birla Sun Life Regular Savings Fund Growth ₹66.8618
↓ -0.15 ₹1,450 500 2.2 5.2 8 9 11.1 10.5 0.71 Aditya Birla Sun Life Money Manager Fund Growth ₹373.468
↑ 0.05 ₹29,909 1,000 1.9 4.2 8 7.5 6.1 7.8 3.32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Banking And Financial Services Fund Aditya Birla Sun Life Corporate Bond Fund Aditya Birla Sun Life Savings Fund Aditya Birla Sun Life Regular Savings Fund Aditya Birla Sun Life Money Manager Fund Point 1 Bottom quartile AUM (₹3,625 Cr). Upper mid AUM (₹28,675 Cr). Lower mid AUM (₹20,228 Cr). Bottom quartile AUM (₹1,450 Cr). Highest AUM (₹29,909 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (28 yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (19+ 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: High. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately High. Risk profile: Low. Point 5 5Y return: 21.47% (top quartile). 1Y return: 8.65% (upper mid). 1Y return: 8.07% (lower mid). 5Y return: 11.07% (upper mid). 1Y return: 7.98% (bottom quartile). Point 6 3Y return: 16.33% (top quartile). 1M return: 0.26% (lower mid). 1M return: 0.50% (top quartile). 3Y return: 9.03% (upper mid). 1M return: 0.48% (upper mid). Point 7 1Y return: 9.93% (top quartile). Sharpe: 1.66 (lower mid). Sharpe: 3.55 (top quartile). 1Y return: 7.99% (bottom quartile). Sharpe: 3.32 (upper mid). Point 8 Alpha: -6.15 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). 1M return: -0.51% (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Sharpe: 0.38 (bottom quartile). Yield to maturity (debt): 6.94% (upper mid). Yield to maturity (debt): 6.72% (lower mid). Alpha: 0.78 (top quartile). Yield to maturity (debt): 6.67% (bottom quartile). Point 10 Information ratio: 0.35 (top quartile). Modified duration: 4.49 yrs (bottom quartile). Modified duration: 0.49 yrs (upper mid). Sharpe: 0.71 (bottom quartile). Modified duration: 0.57 yrs (lower mid). Aditya Birla Sun Life Banking And Financial Services Fund
Aditya Birla Sun Life Corporate Bond Fund
Aditya Birla Sun Life Savings Fund
Aditya Birla Sun Life Regular Savings Fund
Aditya Birla Sun Life Money Manager Fund
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 Standard Multicap Fund Growth ₹82.764
↓ -0.89 ₹54,841 500 4.4 7.7 2.3 16.3 19.2 16.5 0.1 Kotak Equity Opportunities Fund Growth ₹331.736
↓ -2.88 ₹28,294 1,000 5.4 5.9 -0.5 18.5 22.1 24.2 -0.11 Kotak Corporate Bond Fund Standard Growth ₹3,812.49
↑ 0.32 ₹17,304 1,000 1.9 4.8 8.9 7.8 6.2 8.3 1.98 Kotak Banking and PSU Debt fund Growth ₹65.9879
↓ 0.00 ₹6,183 1,000 1.7 4.6 8.6 7.6 6.1 8 1.55 Kotak Money Market Scheme Growth ₹4,532.46
↑ 0.55 ₹31,039 1,000 1.9 4.2 8 7.5 6 7.7 3.16 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Standard Multicap Fund Kotak Equity Opportunities Fund Kotak Corporate Bond Fund Standard Kotak Banking and PSU Debt fund Kotak Money Market Scheme Point 1 Highest AUM (₹54,841 Cr). Lower mid AUM (₹28,294 Cr). Bottom quartile AUM (₹17,304 Cr). Bottom quartile AUM (₹6,183 Cr). Upper mid AUM (₹31,039 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (22+ 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 Low. Risk profile: Moderately Low. Risk profile: Low. Point 5 5Y return: 19.21% (upper mid). 5Y return: 22.14% (top quartile). 1Y return: 8.92% (top quartile). 1Y return: 8.55% (upper mid). 1Y return: 7.96% (lower mid). Point 6 3Y return: 16.32% (upper mid). 3Y return: 18.53% (top quartile). 1M return: 0.31% (upper mid). 1M return: 0.23% (lower mid). 1M return: 0.46% (top quartile). Point 7 1Y return: 2.26% (bottom quartile). 1Y return: -0.45% (bottom quartile). Sharpe: 1.98 (upper mid). Sharpe: 1.55 (lower mid). Sharpe: 3.16 (top quartile). Point 8 Alpha: 1.33 (top quartile). Alpha: -2.51 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Sharpe: 0.10 (bottom quartile). Sharpe: -0.11 (bottom quartile). Yield to maturity (debt): 6.84% (top quartile). Yield to maturity (debt): 6.82% (upper mid). Yield to maturity (debt): 6.29% (lower mid). Point 10 Information ratio: 0.21 (top quartile). Information ratio: -0.11 (bottom quartile). Modified duration: 2.90 yrs (bottom quartile). Modified duration: 3.03 yrs (bottom quartile). Modified duration: 0.60 yrs (lower mid). Kotak Standard Multicap Fund
Kotak Equity Opportunities Fund
Kotak Corporate Bond Fund Standard
Kotak Banking and PSU Debt fund
Kotak Money Market Scheme
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 Retirement Savings Fund-Moderate Growth ₹63.1151
↓ -0.48 ₹2,230 150 3.6 4 1 14.4 15 19.5 0.18 Tata India Tax Savings Fund Growth ₹43.0591
↓ -0.46 ₹4,711 500 3.2 2.9 0.3 14.9 19.7 19.5 -0.02 Tata Retirement Savings Fund - Progressive Growth ₹63.7563
↓ -0.59 ₹2,178 150 3.8 3.4 -1.3 15.4 16.1 21.7 0.12 Tata Equity PE Fund Growth ₹336.572
↓ -2.27 ₹8,840 150 3.1 2.2 -6.1 19.2 21 21.7 -0.29 Tata Treasury Advantage Fund Growth ₹3,964.55
↑ 0.15 ₹3,164 500 1.8 4.1 7.8 7.1 5.8 7.4 2.59 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Retirement Savings Fund-Moderate Tata India Tax Savings Fund Tata Retirement Savings Fund - Progressive Tata Equity PE Fund Tata Treasury Advantage Fund Point 1 Bottom quartile AUM (₹2,230 Cr). Upper mid AUM (₹4,711 Cr). Bottom quartile AUM (₹2,178 Cr). Highest AUM (₹8,840 Cr). Lower mid AUM (₹3,164 Cr). Point 2 Established history (13+ yrs). Established history (10+ yrs). Established history (13+ yrs). Oldest track record among peers (21 yrs). Established history (19+ 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: 15.04% (bottom quartile). 5Y return: 19.75% (upper mid). 5Y return: 16.10% (lower mid). 5Y return: 20.97% (top quartile). 1Y return: 7.80% (top quartile). Point 6 3Y return: 14.45% (bottom quartile). 3Y return: 14.94% (lower mid). 3Y return: 15.36% (upper mid). 3Y return: 19.24% (top quartile). 1M return: 0.42% (top quartile). Point 7 1Y return: 0.97% (upper mid). 1Y return: 0.34% (lower mid). 1Y return: -1.27% (bottom quartile). 1Y return: -6.07% (bottom quartile). Sharpe: 2.59 (top quartile). Point 8 1M return: -3.69% (upper mid). Alpha: -0.42 (bottom quartile). 1M return: -4.72% (bottom quartile). Alpha: -4.96 (bottom quartile). Information ratio: 0.00 (lower mid). Point 9 Alpha: 0.00 (upper mid). Sharpe: -0.01 (bottom quartile). Alpha: 1.79 (top quartile). Sharpe: -0.29 (bottom quartile). Yield to maturity (debt): 6.40% (top quartile). Point 10 Sharpe: 0.18 (upper mid). Information ratio: -0.31 (bottom quartile). Sharpe: 0.12 (lower mid). Information ratio: 0.76 (top quartile). Modified duration: 0.89 yrs (bottom quartile). Tata Retirement Savings Fund-Moderate
Tata India Tax Savings Fund
Tata Retirement Savings Fund - Progressive
Tata Equity PE Fund
Tata Treasury Advantage Fund
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 ₹21.4386
↑ 0.29 ₹272 100 10.1 10.8 21.3 14.4 9 9.3 0.73 Nippon India Strategic Debt Fund Growth ₹15.9123
↓ 0.00 ₹100 100 3.5 6.6 10.8 8.3 8.7 8.3 1.51 Nippon India Prime Debt Fund Growth ₹60.6772
↑ 0.01 ₹9,542 100 1.9 5 9.3 8.1 6.8 8.4 1.9 Nippon India Short Term Fund Growth ₹53.3816
↑ 0.02 ₹8,330 100 2 4.9 9 7.6 6.2 8 2.14 Nippon India Liquid Fund Growth ₹6,411.25
↑ 0.84 ₹34,490 100 1.5 3.3 7 7 5.5 7.3 3.37 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Note: Ratio's shown as on 30 Jun 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Japan Equity Fund Nippon India Strategic Debt Fund Nippon India Prime Debt Fund Nippon India Short Term Fund Nippon India Liquid Fund Point 1 Bottom quartile AUM (₹272 Cr). Bottom quartile AUM (₹100 Cr). Upper mid AUM (₹9,542 Cr). Lower mid AUM (₹8,330 Cr). Highest AUM (₹34,490 Cr). Point 2 Established history (10+ yrs). Established history (11+ yrs). Oldest track record among peers (24 yrs). Established history (22+ yrs). Established history (21+ 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: Moderately Low. Risk profile: Moderately Low. Risk profile: Low. Point 5 5Y return: 8.98% (top quartile). 1Y return: 10.79% (upper mid). 1Y return: 9.25% (lower mid). 1Y return: 9.01% (bottom quartile). 1Y return: 6.99% (bottom quartile). Point 6 3Y return: 14.38% (top quartile). 1M return: 0.31% (bottom quartile). 1M return: 0.36% (bottom quartile). 1M return: 0.41% (lower mid). 1M return: 0.45% (upper mid). Point 7 1Y return: 21.31% (top quartile). Sharpe: 1.51 (bottom quartile). Sharpe: 1.90 (lower mid). Sharpe: 2.14 (upper mid). Sharpe: 3.37 (top quartile). Point 8 Alpha: -3.97 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Sharpe: 0.73 (bottom quartile). Yield to maturity (debt): 7.37% (top quartile). Yield to maturity (debt): 6.93% (lower mid). Yield to maturity (debt): 7.03% (upper mid). Yield to maturity (debt): 6.01% (bottom quartile). Point 10 Information ratio: -1.07 (bottom quartile). Modified duration: 3.42 yrs (bottom quartile). Modified duration: 3.63 yrs (bottom quartile). Modified duration: 2.69 yrs (lower mid). Modified duration: 0.16 yrs (upper mid). Nippon India Japan Equity Fund
Nippon India Strategic Debt Fund
Nippon India Prime Debt Fund
Nippon India Short Term Fund
Nippon India Liquid Fund
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.
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