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Top 10 Best Mutual Fund Investment Companies 2026

Updated on May 18, 2026 , 200558 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.

Best-Mutual-Fund-Investment-Companies

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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
SBI Debt Hybrid Fund Growth ₹75.1087
↑ 0.03
₹9,754 500 0.60.84.698.96.7-0.07
SBI Magnum Children's Benefit Plan Growth ₹113.156
↑ 0.12
₹137 500 2.11.93.611.610.83.2-0.17
SBI Small Cap Fund Growth ₹164.784
↑ 0.27
₹37,141 500 1.8-3.6-112.413.7-4.90.08
SBI Multi Asset Allocation Fund Growth ₹66.3364
↓ -0.01
₹17,666 500 -1.14.114.917.613.818.60.97
SBI Magnum COMMA Fund Growth ₹116.851
↑ 0.36
₹1,081 500 2.58.514.521.512.912.30.91
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Debt Hybrid FundSBI Magnum Children's Benefit PlanSBI Small Cap FundSBI Multi Asset Allocation FundSBI Magnum COMMA Fund
Point 1Lower mid AUM (₹9,754 Cr).Bottom quartile AUM (₹137 Cr).Highest AUM (₹37,141 Cr).Upper mid AUM (₹17,666 Cr).Bottom quartile AUM (₹1,081 Cr).
Point 2Oldest track record among peers (25 yrs).Established history (24+ yrs).Established history (16+ yrs).Established history (20+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: High.
Point 55Y return: 8.95% (bottom quartile).5Y return: 10.79% (bottom quartile).5Y return: 13.75% (upper mid).5Y return: 13.84% (top quartile).5Y return: 12.91% (lower mid).
Point 63Y return: 9.00% (bottom quartile).3Y return: 11.58% (bottom quartile).3Y return: 12.37% (lower mid).3Y return: 17.58% (upper mid).3Y return: 21.46% (top quartile).
Point 71Y return: 4.56% (lower mid).1Y return: 3.65% (bottom quartile).1Y return: -0.97% (bottom quartile).1Y return: 14.93% (top quartile).1Y return: 14.52% (upper mid).
Point 81M return: 0.00% (bottom quartile).1M return: 0.12% (lower mid).Alpha: 0.00 (bottom quartile).1M return: 0.59% (upper mid).Alpha: 1.36 (top quartile).
Point 9Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Sharpe: 0.08 (lower mid).Alpha: 0.00 (bottom quartile).Sharpe: 0.91 (upper mid).
Point 10Sharpe: -0.07 (bottom quartile).Sharpe: -0.17 (bottom quartile).Information ratio: 0.00 (lower mid).Sharpe: 0.97 (top quartile).Information ratio: -0.08 (bottom quartile).

SBI Debt Hybrid Fund

  • Lower mid AUM (₹9,754 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 5Y return: 8.95% (bottom quartile).
  • 3Y return: 9.00% (bottom quartile).
  • 1Y return: 4.56% (lower mid).
  • 1M return: 0.00% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.07 (bottom quartile).

SBI Magnum Children's Benefit Plan

  • Bottom quartile AUM (₹137 Cr).
  • Established history (24+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.79% (bottom quartile).
  • 3Y return: 11.58% (bottom quartile).
  • 1Y return: 3.65% (bottom quartile).
  • 1M return: 0.12% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (bottom quartile).

SBI Small Cap Fund

  • Highest AUM (₹37,141 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.75% (upper mid).
  • 3Y return: 12.37% (lower mid).
  • 1Y return: -0.97% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.08 (lower mid).
  • Information ratio: 0.00 (lower mid).

SBI Multi Asset Allocation Fund

  • Upper mid AUM (₹17,666 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 13.84% (top quartile).
  • 3Y return: 17.58% (upper mid).
  • 1Y return: 14.93% (top quartile).
  • 1M return: 0.59% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.97 (top quartile).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹1,081 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 12.91% (lower mid).
  • 3Y return: 21.46% (top quartile).
  • 1Y return: 14.52% (upper mid).
  • Alpha: 1.36 (top quartile).
  • Sharpe: 0.91 (upper mid).
  • Information ratio: -0.08 (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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
ICICI Prudential Nifty Next 50 Index Fund Growth ₹60.9457
↑ 0.32
₹8,900 100 -0.1-0.35.119.513.42.10.21
ICICI Prudential MIP 25 Growth ₹77.6495
↓ -0.02
₹3,289 100 -0.3-0.33.89.48.47.9-0.24
ICICI Prudential Long Term Plan Growth ₹38.0471
↑ 0.03
₹13,903 100 0.20.92.86.76.17.2-0.88
ICICI Prudential Banking and Financial Services Fund Growth ₹126.18
↑ 0.02
₹10,589 100 -8.9-9.9-3.510.610.715.9-0.29
ICICI Prudential Global Stable Equity Fund Growth ₹32.52
↑ 0.22
₹88 1,000 2.313.119.612.210.317.81.91
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Nifty Next 50 Index FundICICI Prudential MIP 25ICICI Prudential Long Term PlanICICI Prudential Banking and Financial Services FundICICI Prudential Global Stable Equity Fund
Point 1Lower mid AUM (₹8,900 Cr).Bottom quartile AUM (₹3,289 Cr).Highest AUM (₹13,903 Cr).Upper mid AUM (₹10,589 Cr).Bottom quartile AUM (₹88 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (22 yrs).Established history (16+ yrs).Established history (17+ yrs).Established history (12+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: High.Risk profile: High.
Point 55Y return: 13.43% (top quartile).5Y return: 8.43% (bottom quartile).1Y return: 2.79% (bottom quartile).5Y return: 10.72% (upper mid).5Y return: 10.32% (lower mid).
Point 63Y return: 19.55% (top quartile).3Y return: 9.37% (bottom quartile).1M return: -0.50% (lower mid).3Y return: 10.56% (lower mid).3Y return: 12.16% (upper mid).
Point 71Y return: 5.05% (upper mid).1Y return: 3.83% (lower mid).Sharpe: -0.88 (bottom quartile).1Y return: -3.54% (bottom quartile).1Y return: 19.65% (top quartile).
Point 81M return: -1.41% (bottom quartile).1M return: -0.24% (upper mid).Information ratio: 0.00 (lower mid).Alpha: -1.72 (bottom quartile).Alpha: 0.00 (lower mid).
Point 9Alpha: -0.79 (bottom quartile).Alpha: 0.00 (top quartile).Yield to maturity (debt): 8.11% (upper mid).Sharpe: -0.29 (bottom quartile).Sharpe: 1.91 (top quartile).
Point 10Sharpe: 0.21 (upper mid).Sharpe: -0.24 (lower mid).Modified duration: 5.28 yrs (bottom quartile).Information ratio: 0.20 (top quartile).Information ratio: 0.00 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Lower mid AUM (₹8,900 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.43% (top quartile).
  • 3Y return: 19.55% (top quartile).
  • 1Y return: 5.05% (upper mid).
  • 1M return: -1.41% (bottom quartile).
  • Alpha: -0.79 (bottom quartile).
  • Sharpe: 0.21 (upper mid).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,289 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.43% (bottom quartile).
  • 3Y return: 9.37% (bottom quartile).
  • 1Y return: 3.83% (lower mid).
  • 1M return: -0.24% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.24 (lower mid).

ICICI Prudential Long Term Plan

  • Highest AUM (₹13,903 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 2.79% (bottom quartile).
  • 1M return: -0.50% (lower mid).
  • Sharpe: -0.88 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.11% (upper mid).
  • Modified duration: 5.28 yrs (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Upper mid AUM (₹10,589 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 10.72% (upper mid).
  • 3Y return: 10.56% (lower mid).
  • 1Y return: -3.54% (bottom quartile).
  • Alpha: -1.72 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.20 (top quartile).

ICICI Prudential Global Stable Equity Fund

  • Bottom quartile AUM (₹88 Cr).
  • Established history (12+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 10.32% (lower mid).
  • 3Y return: 12.16% (upper mid).
  • 1Y return: 19.65% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.91 (top quartile).
  • Information ratio: 0.00 (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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
HDFC Banking and PSU Debt Fund Growth ₹23.7299
↓ -0.01
₹5,316 300 -0.10.63.16.45.67.5-0.86
HDFC Corporate Bond Fund Growth ₹33.4363
↓ 0.00
₹31,611 300 -0.30.32.66.65.87.3-0.9
HDFC Credit Risk Debt Fund Growth ₹25.2646
↑ 0.00
₹7,522 300 0.72.15.47.16.480.39
HDFC Equity Savings Fund Growth ₹66.347
↑ 0.03
₹5,718 300 -2.5-228.78.66.8-0.32
HDFC Small Cap Fund Growth ₹132.074
↑ 0.38
₹38,168 300 -1.6-7014.917.4-0.60.16
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Banking and PSU Debt FundHDFC Corporate Bond FundHDFC Credit Risk Debt FundHDFC Equity Savings FundHDFC Small Cap Fund
Point 1Bottom quartile AUM (₹5,316 Cr).Upper mid AUM (₹31,611 Cr).Lower mid AUM (₹7,522 Cr).Bottom quartile AUM (₹5,718 Cr).Highest AUM (₹38,168 Cr).
Point 2Established history (12+ yrs).Established history (15+ yrs).Established history (12+ yrs).Oldest track record among peers (21 yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.
Point 51Y return: 3.06% (upper mid).1Y return: 2.55% (lower mid).1Y return: 5.41% (top quartile).5Y return: 8.59% (upper mid).5Y return: 17.38% (top quartile).
Point 61M return: -0.58% (lower mid).1M return: -0.69% (bottom quartile).1M return: -0.18% (top quartile).3Y return: 8.70% (upper mid).3Y return: 14.91% (top quartile).
Point 7Sharpe: -0.85 (bottom quartile).Sharpe: -0.90 (bottom quartile).Sharpe: 0.39 (top quartile).1Y return: 1.99% (bottom quartile).1Y return: -0.05% (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).1M return: -1.20% (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 7.58% (lower mid).Yield to maturity (debt): 7.65% (upper mid).Yield to maturity (debt): 8.59% (top quartile).Alpha: 0.00 (bottom quartile).Sharpe: 0.16 (upper mid).
Point 10Modified duration: 3.06 yrs (bottom quartile).Modified duration: 4.23 yrs (bottom quartile).Modified duration: 2.33 yrs (upper mid).Sharpe: -0.32 (lower mid).Information ratio: 0.00 (bottom quartile).

HDFC Banking and PSU Debt Fund

  • Bottom quartile AUM (₹5,316 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 3.06% (upper mid).
  • 1M return: -0.58% (lower mid).
  • Sharpe: -0.85 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.58% (lower mid).
  • Modified duration: 3.06 yrs (bottom quartile).

HDFC Corporate Bond Fund

  • Upper mid AUM (₹31,611 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 2.55% (lower mid).
  • 1M return: -0.69% (bottom quartile).
  • Sharpe: -0.90 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.65% (upper mid).
  • Modified duration: 4.23 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

  • Lower mid AUM (₹7,522 Cr).
  • Established history (12+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 5.41% (top quartile).
  • 1M return: -0.18% (top quartile).
  • Sharpe: 0.39 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.59% (top quartile).
  • Modified duration: 2.33 yrs (upper mid).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,718 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.59% (upper mid).
  • 3Y return: 8.70% (upper mid).
  • 1Y return: 1.99% (bottom quartile).
  • 1M return: -1.20% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.32 (lower mid).

HDFC Small Cap Fund

  • Highest AUM (₹38,168 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.38% (top quartile).
  • 3Y return: 14.91% (top quartile).
  • 1Y return: -0.05% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.16 (upper 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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Aditya Birla Sun Life Small Cap Fund Growth ₹90.2036
↑ 0.19
₹5,253 1,000 6.23.39.917.814.3-3.70.46
Aditya Birla Sun Life Savings Fund Growth ₹577.451
↓ -0.33
₹19,985 1,000 1.22.66.17.26.37.41.75
Aditya Birla Sun Life Money Manager Fund Growth ₹389.502
↓ -0.17
₹30,074 1,000 1.22.65.97.26.37.41.25
Aditya Birla Sun Life Regular Savings Fund Growth ₹68.4776
↑ 0.05
₹1,479 500 -0.9-0.33.58.287.1-0.2
Aditya Birla Sun Life Corporate Bond Fund Growth ₹116.18
↑ 0.01
₹25,168 100 -0.20.42.76.767.4-0.87
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Small Cap FundAditya Birla Sun Life Savings FundAditya Birla Sun Life Money Manager FundAditya Birla Sun Life Regular Savings FundAditya Birla Sun Life Corporate Bond Fund
Point 1Bottom quartile AUM (₹5,253 Cr).Lower mid AUM (₹19,985 Cr).Highest AUM (₹30,074 Cr).Bottom quartile AUM (₹1,479 Cr).Upper mid AUM (₹25,168 Cr).
Point 2Established history (18+ yrs).Established history (23+ yrs).Established history (20+ yrs).Established history (22+ yrs).Oldest track record among peers (29 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 14.32% (top quartile).1Y return: 6.06% (upper mid).1Y return: 5.93% (lower mid).5Y return: 8.00% (upper mid).1Y return: 2.72% (bottom quartile).
Point 63Y return: 17.78% (top quartile).1M return: 0.17% (upper mid).1M return: 0.05% (lower mid).3Y return: 8.23% (upper mid).1M return: -0.70% (bottom quartile).
Point 71Y return: 9.85% (top quartile).Sharpe: 1.75 (top quartile).Sharpe: 1.25 (upper mid).1Y return: 3.52% (bottom quartile).Sharpe: -0.87 (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).1M return: -0.54% (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: 0.46 (lower mid).Yield to maturity (debt): 7.45% (lower mid).Yield to maturity (debt): 7.38% (bottom quartile).Alpha: 1.63 (top quartile).Yield to maturity (debt): 7.64% (upper mid).
Point 10Information ratio: 0.00 (upper mid).Modified duration: 0.49 yrs (upper mid).Modified duration: 0.76 yrs (lower mid).Sharpe: -0.20 (bottom quartile).Modified duration: 4.13 yrs (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹5,253 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.32% (top quartile).
  • 3Y return: 17.78% (top quartile).
  • 1Y return: 9.85% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.46 (lower mid).
  • Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹19,985 Cr).
  • Established history (23+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 6.06% (upper mid).
  • 1M return: 0.17% (upper mid).
  • Sharpe: 1.75 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.45% (lower mid).
  • Modified duration: 0.49 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

  • Highest AUM (₹30,074 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 5.93% (lower mid).
  • 1M return: 0.05% (lower mid).
  • Sharpe: 1.25 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.38% (bottom quartile).
  • Modified duration: 0.76 yrs (lower mid).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,479 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.00% (upper mid).
  • 3Y return: 8.23% (upper mid).
  • 1Y return: 3.52% (bottom quartile).
  • 1M return: -0.54% (bottom quartile).
  • Alpha: 1.63 (top quartile).
  • Sharpe: -0.20 (bottom quartile).

Aditya Birla Sun Life Corporate Bond Fund

  • Upper mid AUM (₹25,168 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 2.72% (bottom quartile).
  • 1M return: -0.70% (bottom quartile).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.64% (upper mid).
  • Modified duration: 4.13 yrs (bottom 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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Kotak Equity Opportunities Fund Growth ₹336.528
↑ 0.30
₹30,251 1,000 -5.7-5.12.716.4155.60.18
Kotak Standard Multicap Fund Growth ₹82.642
↑ 0.00
₹54,839 500 -6-60.514.212.59.50.01
Kotak Emerging Equity Scheme Growth ₹138.768
↑ 0.34
₹63,539 1,000 1.90.29.821.318.31.80.46
Kotak Asset Allocator Fund - FOF Growth ₹251.445
↑ 0.65
₹2,451 1,000 -3.3-0.49.416.916.315.40.54
Kotak Equity Arbitrage Fund Growth ₹39.3965
↓ -0.03
₹69,951 500 1.32.9676.26.40.52
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Equity Opportunities FundKotak Standard Multicap FundKotak Emerging Equity SchemeKotak Asset Allocator Fund - FOFKotak Equity Arbitrage Fund
Point 1Bottom quartile AUM (₹30,251 Cr).Lower mid AUM (₹54,839 Cr).Upper mid AUM (₹63,539 Cr).Bottom quartile AUM (₹2,451 Cr).Highest AUM (₹69,951 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (16+ yrs).Established history (19+ yrs).Established history (21+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 14.98% (lower mid).5Y return: 12.48% (bottom quartile).5Y return: 18.30% (top quartile).5Y return: 16.33% (upper mid).5Y return: 6.17% (bottom quartile).
Point 63Y return: 16.39% (lower mid).3Y return: 14.18% (bottom quartile).3Y return: 21.28% (top quartile).3Y return: 16.94% (upper mid).3Y return: 7.01% (bottom quartile).
Point 71Y return: 2.73% (bottom quartile).1Y return: 0.51% (bottom quartile).1Y return: 9.80% (top quartile).1Y return: 9.41% (upper mid).1Y return: 5.96% (lower mid).
Point 8Alpha: 1.08 (upper mid).Alpha: 0.20 (lower mid).Alpha: 2.55 (top quartile).1M return: -1.74% (lower mid).1M return: 0.22% (upper mid).
Point 9Sharpe: 0.18 (bottom quartile).Sharpe: 0.01 (bottom quartile).Sharpe: 0.46 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Information ratio: -0.17 (bottom quartile).Information ratio: -0.09 (lower mid).Information ratio: -0.31 (bottom quartile).Sharpe: 0.54 (top quartile).Sharpe: 0.52 (upper mid).

Kotak Equity Opportunities Fund

  • Bottom quartile AUM (₹30,251 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.98% (lower mid).
  • 3Y return: 16.39% (lower mid).
  • 1Y return: 2.73% (bottom quartile).
  • Alpha: 1.08 (upper mid).
  • Sharpe: 0.18 (bottom quartile).
  • Information ratio: -0.17 (bottom quartile).

Kotak Standard Multicap Fund

  • Lower mid AUM (₹54,839 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.48% (bottom quartile).
  • 3Y return: 14.18% (bottom quartile).
  • 1Y return: 0.51% (bottom quartile).
  • Alpha: 0.20 (lower mid).
  • Sharpe: 0.01 (bottom quartile).
  • Information ratio: -0.09 (lower mid).

Kotak Emerging Equity Scheme

  • Upper mid AUM (₹63,539 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.30% (top quartile).
  • 3Y return: 21.28% (top quartile).
  • 1Y return: 9.80% (top quartile).
  • Alpha: 2.55 (top quartile).
  • Sharpe: 0.46 (lower mid).
  • Information ratio: -0.31 (bottom quartile).

Kotak Asset Allocator Fund - FOF

  • Bottom quartile AUM (₹2,451 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.33% (upper mid).
  • 3Y return: 16.94% (upper mid).
  • 1Y return: 9.41% (upper mid).
  • 1M return: -1.74% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.54 (top quartile).

Kotak Equity Arbitrage Fund

  • Highest AUM (₹69,951 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 5Y return: 6.17% (bottom quartile).
  • 3Y return: 7.01% (bottom quartile).
  • 1Y return: 5.96% (lower mid).
  • 1M return: 0.22% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.52 (upper mid).

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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Tata Retirement Savings Fund-Moderate Growth ₹65.4802
↑ 0.08
₹2,114 150 3.8-0.54.114.211.510.06
Tata Retirement Savings Fund - Progressive Growth ₹66.3925
↑ 0.11
₹2,086 150 4.903.915.512.1-1.20.09
Tata India Tax Savings Fund Growth ₹44.78
↑ 0.12
₹4,519 500 -2.7-3.53.514.913.74.90.18
Tata Equity PE Fund Growth ₹339.006
↓ -0.09
₹8,592 150 -4.5-6.60.415.815.23.70
Tata Liquid Fund Growth ₹4,334.73
↑ 0.67
₹27,400 500 1.63.16.26.966.52.34
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Retirement Savings Fund-ModerateTata Retirement Savings Fund - ProgressiveTata India Tax Savings FundTata Equity PE FundTata Liquid Fund
Point 1Bottom quartile AUM (₹2,114 Cr).Bottom quartile AUM (₹2,086 Cr).Lower mid AUM (₹4,519 Cr).Upper mid AUM (₹8,592 Cr).Highest AUM (₹27,400 Cr).
Point 2Established history (14+ yrs).Established history (14+ yrs).Established history (11+ yrs).Oldest track record among peers (21 yrs).Established history (21+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Low.
Point 55Y return: 11.55% (bottom quartile).5Y return: 12.11% (lower mid).5Y return: 13.65% (upper mid).5Y return: 15.21% (top quartile).1Y return: 6.15% (top quartile).
Point 63Y return: 14.16% (bottom quartile).3Y return: 15.54% (upper mid).3Y return: 14.92% (lower mid).3Y return: 15.79% (top quartile).1M return: 0.40% (lower mid).
Point 71Y return: 4.13% (upper mid).1Y return: 3.90% (lower mid).1Y return: 3.50% (bottom quartile).1Y return: 0.40% (bottom quartile).Sharpe: 2.34 (top quartile).
Point 81M return: 2.72% (upper mid).1M return: 3.47% (top quartile).Alpha: 3.49 (top quartile).Alpha: 0.14 (lower mid).Information ratio: 0.00 (bottom quartile).
Point 9Alpha: 0.00 (bottom quartile).Alpha: 1.88 (upper mid).Sharpe: 0.18 (upper mid).Sharpe: 0.00 (bottom quartile).Yield to maturity (debt): 7.58% (top quartile).
Point 10Sharpe: 0.06 (bottom quartile).Sharpe: 0.09 (lower mid).Information ratio: 0.09 (upper mid).Information ratio: 0.49 (top quartile).Modified duration: 0.16 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

  • Bottom quartile AUM (₹2,114 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.55% (bottom quartile).
  • 3Y return: 14.16% (bottom quartile).
  • 1Y return: 4.13% (upper mid).
  • 1M return: 2.72% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.06 (bottom quartile).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,086 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.11% (lower mid).
  • 3Y return: 15.54% (upper mid).
  • 1Y return: 3.90% (lower mid).
  • 1M return: 3.47% (top quartile).
  • Alpha: 1.88 (upper mid).
  • Sharpe: 0.09 (lower mid).

Tata India Tax Savings Fund

  • Lower mid AUM (₹4,519 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.65% (upper mid).
  • 3Y return: 14.92% (lower mid).
  • 1Y return: 3.50% (bottom quartile).
  • Alpha: 3.49 (top quartile).
  • Sharpe: 0.18 (upper mid).
  • Information ratio: 0.09 (upper mid).

Tata Equity PE Fund

  • Upper mid AUM (₹8,592 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.21% (top quartile).
  • 3Y return: 15.79% (top quartile).
  • 1Y return: 0.40% (bottom quartile).
  • Alpha: 0.14 (lower mid).
  • Sharpe: 0.00 (bottom quartile).
  • Information ratio: 0.49 (top quartile).

Tata Liquid Fund

  • Highest AUM (₹27,400 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.15% (top quartile).
  • 1M return: 0.40% (lower mid).
  • Sharpe: 2.34 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.58% (top quartile).
  • Modified duration: 0.16 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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Nippon India Japan Equity Fund Growth ₹26.9061
↓ -0.17
₹330 100 6.324.635.218.810.519.81.49
Nippon India Power and Infra Fund Growth ₹376.007
↑ 2.63
₹7,707 100 6.66.211.126.324.2-0.50.54
Nippon India Liquid Fund  Growth ₹6,715.82
↑ 0.81
₹37,903 100 1.63.16.16.966.52.07
Nippon India Strategic Debt Fund Growth ₹16.3976
↓ -0.01
₹145 100 0.21.467.38.79.60.37
Nippon India Arbitrage Fund Growth ₹27.8727
↓ -0.02
₹16,332 100 1.22.85.86.75.96.20.04
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 26
Note: Ratio's shown as on 30 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Japan Equity FundNippon India Power and Infra FundNippon India Liquid Fund Nippon India Strategic Debt FundNippon India Arbitrage Fund
Point 1Bottom quartile AUM (₹330 Cr).Lower mid AUM (₹7,707 Cr).Highest AUM (₹37,903 Cr).Bottom quartile AUM (₹145 Cr).Upper mid AUM (₹16,332 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (22 yrs).Established history (22+ yrs).Established history (11+ yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Low.Risk profile: Moderate.Risk profile: Moderately Low.
Point 55Y return: 10.49% (upper mid).5Y return: 24.20% (top quartile).1Y return: 6.14% (lower mid).1Y return: 5.96% (bottom quartile).5Y return: 5.89% (bottom quartile).
Point 63Y return: 18.83% (upper mid).3Y return: 26.33% (top quartile).1M return: 0.40% (lower mid).1M return: -0.39% (bottom quartile).3Y return: 6.72% (bottom quartile).
Point 71Y return: 35.17% (top quartile).1Y return: 11.08% (upper mid).Sharpe: 2.07 (top quartile).Sharpe: 0.37 (bottom quartile).1Y return: 5.82% (bottom quartile).
Point 8Alpha: -6.84 (bottom quartile).Alpha: 7.84 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).1M return: 0.22% (bottom quartile).
Point 9Sharpe: 1.49 (upper mid).Sharpe: 0.54 (lower mid).Yield to maturity (debt): 7.72% (upper mid).Yield to maturity (debt): 8.07% (top quartile).Alpha: 0.00 (bottom quartile).
Point 10Information ratio: -1.44 (bottom quartile).Information ratio: 0.64 (top quartile).Modified duration: 0.17 yrs (bottom quartile).Modified duration: 3.29 yrs (bottom quartile).Sharpe: 0.04 (bottom quartile).

Nippon India Japan Equity Fund

  • Bottom quartile AUM (₹330 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 10.49% (upper mid).
  • 3Y return: 18.83% (upper mid).
  • 1Y return: 35.17% (top quartile).
  • Alpha: -6.84 (bottom quartile).
  • Sharpe: 1.49 (upper mid).
  • Information ratio: -1.44 (bottom quartile).

Nippon India Power and Infra Fund

  • Lower mid AUM (₹7,707 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 24.20% (top quartile).
  • 3Y return: 26.33% (top quartile).
  • 1Y return: 11.08% (upper mid).
  • Alpha: 7.84 (top quartile).
  • Sharpe: 0.54 (lower mid).
  • Information ratio: 0.64 (top quartile).

Nippon India Liquid Fund 

  • Highest AUM (₹37,903 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.14% (lower mid).
  • 1M return: 0.40% (lower mid).
  • Sharpe: 2.07 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.72% (upper mid).
  • Modified duration: 0.17 yrs (bottom quartile).

Nippon India Strategic Debt Fund

  • Bottom quartile AUM (₹145 Cr).
  • Established history (11+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.96% (bottom quartile).
  • 1M return: -0.39% (bottom quartile).
  • Sharpe: 0.37 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.07% (top quartile).
  • Modified duration: 3.29 yrs (bottom quartile).

Nippon India Arbitrage Fund

  • Upper mid AUM (₹16,332 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 5Y return: 5.89% (bottom quartile).
  • 3Y return: 6.72% (bottom quartile).
  • 1Y return: 5.82% (bottom quartile).
  • 1M return: 0.22% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.04 (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.

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