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Top 10 Best Mutual Fund Investment Companies 2026

Updated on February 26, 2026 , 200027 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 ₹74.6935
↓ -0.17
₹9,761 500 039.210.29.46.70.16
SBI Small Cap Fund Growth ₹160.639
↓ -1.17
₹34,449 500 -5.5-5.98.213.815.5-4.9-0.41
SBI Magnum Children's Benefit Plan Growth ₹111.198
↓ -0.03
₹132 500 0.12.1712.611.33.2-0.32
SBI Magnum COMMA Fund Growth ₹115.043
↓ -1.00
₹896 500 7.911.830.421.916.912.30.73
SBI Multi Asset Allocation Fund Growth ₹67.2128
↓ -0.11
₹14,944 500 5.113.724.620.415.218.62.05
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Debt Hybrid FundSBI Small Cap FundSBI Magnum Children's Benefit PlanSBI Magnum COMMA FundSBI Multi Asset Allocation Fund
Point 1Lower mid AUM (₹9,761 Cr).Highest AUM (₹34,449 Cr).Bottom quartile AUM (₹132 Cr).Bottom quartile AUM (₹896 Cr).Upper mid AUM (₹14,944 Cr).
Point 2Oldest track record among peers (24 yrs).Established history (16+ yrs).Established history (24+ 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: High.Risk profile: Moderate.
Point 55Y return: 9.38% (bottom quartile).5Y return: 15.45% (upper mid).5Y return: 11.34% (bottom quartile).5Y return: 16.92% (top quartile).5Y return: 15.22% (lower mid).
Point 63Y return: 10.19% (bottom quartile).3Y return: 13.77% (lower mid).3Y return: 12.62% (bottom quartile).3Y return: 21.87% (top quartile).3Y return: 20.40% (upper mid).
Point 71Y return: 9.19% (lower mid).1Y return: 8.24% (bottom quartile).1Y return: 6.99% (bottom quartile).1Y return: 30.37% (top quartile).1Y return: 24.57% (upper mid).
Point 81M return: 1.66% (lower mid).Alpha: 0.00 (upper mid).1M return: 1.25% (bottom quartile).Alpha: -1.28 (bottom quartile).1M return: 0.68% (bottom quartile).
Point 9Alpha: 0.00 (top quartile).Sharpe: -0.41 (bottom quartile).Alpha: 0.00 (lower mid).Sharpe: 0.73 (upper mid).Alpha: 0.00 (bottom quartile).
Point 10Sharpe: 0.16 (lower mid).Information ratio: 0.00 (upper mid).Sharpe: -0.32 (bottom quartile).Information ratio: -0.23 (bottom quartile).Sharpe: 2.05 (top quartile).

SBI Debt Hybrid Fund

  • Lower mid AUM (₹9,761 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 5Y return: 9.38% (bottom quartile).
  • 3Y return: 10.19% (bottom quartile).
  • 1Y return: 9.19% (lower mid).
  • 1M return: 1.66% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.16 (lower mid).

SBI Small Cap Fund

  • Highest AUM (₹34,449 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.45% (upper mid).
  • 3Y return: 13.77% (lower mid).
  • 1Y return: 8.24% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.41 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

SBI Magnum Children's Benefit Plan

  • Bottom quartile AUM (₹132 Cr).
  • Established history (24+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.34% (bottom quartile).
  • 3Y return: 12.62% (bottom quartile).
  • 1Y return: 6.99% (bottom quartile).
  • 1M return: 1.25% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.32 (bottom quartile).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹896 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 16.92% (top quartile).
  • 3Y return: 21.87% (top quartile).
  • 1Y return: 30.37% (top quartile).
  • Alpha: -1.28 (bottom quartile).
  • Sharpe: 0.73 (upper mid).
  • Information ratio: -0.23 (bottom quartile).

SBI Multi Asset Allocation Fund

  • Upper mid AUM (₹14,944 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 15.22% (lower mid).
  • 3Y return: 20.40% (upper mid).
  • 1Y return: 24.57% (upper mid).
  • 1M return: 0.68% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.05 (top 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 ₹61.2116
↓ -0.81
₹8,103 100 0.94.218.723.215.22.10.17
ICICI Prudential Banking and Financial Services Fund Growth ₹136.55
↓ -2.28
₹10,951 100 -2.63.616.916.612.915.90.78
ICICI Prudential MIP 25 Growth ₹77.5988
↓ -0.25
₹3,334 100 -0.41.98.410.38.87.90.5
ICICI Prudential Long Term Plan Growth ₹38.1879
↑ 0.04
₹14,826 100 1.23.277.76.67.20.37
ICICI Prudential US Bluechip Equity Fund Growth ₹75.33
↑ 0.65
₹3,648 100 6.711.718.917.314.115.80.82
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Nifty Next 50 Index FundICICI Prudential Banking and Financial Services FundICICI Prudential MIP 25ICICI Prudential Long Term PlanICICI Prudential US Bluechip Equity Fund
Point 1Lower mid AUM (₹8,103 Cr).Upper mid AUM (₹10,951 Cr).Bottom quartile AUM (₹3,334 Cr).Highest AUM (₹14,826 Cr).Bottom quartile AUM (₹3,648 Cr).
Point 2Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (21 yrs).Established history (16+ yrs).Established history (13+ 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: High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: High.
Point 55Y return: 15.22% (top quartile).5Y return: 12.88% (lower mid).5Y return: 8.82% (bottom quartile).1Y return: 6.99% (bottom quartile).5Y return: 14.14% (upper mid).
Point 63Y return: 23.24% (top quartile).3Y return: 16.65% (lower mid).3Y return: 10.26% (bottom quartile).1M return: 0.90% (lower mid).3Y return: 17.29% (upper mid).
Point 71Y return: 18.68% (upper mid).1Y return: 16.95% (lower mid).1Y return: 8.44% (bottom quartile).Sharpe: 0.37 (bottom quartile).1Y return: 18.95% (top quartile).
Point 81M return: 4.56% (top quartile).Alpha: -2.00 (bottom quartile).1M return: 0.40% (bottom quartile).Information ratio: 0.00 (upper mid).Alpha: -2.57 (bottom quartile).
Point 9Alpha: -0.79 (lower mid).Sharpe: 0.78 (upper mid).Alpha: 0.00 (top quartile).Yield to maturity (debt): 7.82% (upper mid).Sharpe: 0.82 (top quartile).
Point 10Sharpe: 0.17 (bottom quartile).Information ratio: -0.01 (lower mid).Sharpe: 0.50 (lower mid).Modified duration: 5.74 yrs (bottom quartile).Information ratio: -1.43 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Lower mid AUM (₹8,103 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.22% (top quartile).
  • 3Y return: 23.24% (top quartile).
  • 1Y return: 18.68% (upper mid).
  • 1M return: 4.56% (top quartile).
  • Alpha: -0.79 (lower mid).
  • Sharpe: 0.17 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Upper mid AUM (₹10,951 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.88% (lower mid).
  • 3Y return: 16.65% (lower mid).
  • 1Y return: 16.95% (lower mid).
  • Alpha: -2.00 (bottom quartile).
  • Sharpe: 0.78 (upper mid).
  • Information ratio: -0.01 (lower mid).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,334 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.82% (bottom quartile).
  • 3Y return: 10.26% (bottom quartile).
  • 1Y return: 8.44% (bottom quartile).
  • 1M return: 0.40% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.50 (lower mid).

ICICI Prudential Long Term Plan

  • Highest AUM (₹14,826 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.99% (bottom quartile).
  • 1M return: 0.90% (lower mid).
  • Sharpe: 0.37 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.82% (upper mid).
  • Modified duration: 5.74 yrs (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

  • Bottom quartile AUM (₹3,648 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 14.14% (upper mid).
  • 3Y return: 17.29% (upper mid).
  • 1Y return: 18.95% (top quartile).
  • Alpha: -2.57 (bottom quartile).
  • Sharpe: 0.82 (top quartile).
  • Information ratio: -1.43 (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 ₹23.8057
↑ 0.01
₹5,620 300 0.72.87.17.36.17.50.36
HDFC Corporate Bond Fund Growth ₹33.6286
↑ 0.01
₹33,207 300 0.62.86.97.76.47.30.24
HDFC Small Cap Fund Growth ₹133.863
↓ -1.31
₹36,941 300 -4.8-4.815.219.420.7-0.60.05
HDFC Balanced Advantage Fund Growth ₹528.147
↓ -3.99
₹106,821 300 -1.43.111.818.117.17.20.22
HDFC Equity Savings Fund Growth ₹67.875
↓ -0.26
₹5,837 300 0.33.19.410.69.66.80.23
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 26
Note: Ratio's shown as on 15 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Banking and PSU Debt FundHDFC Corporate Bond FundHDFC Small Cap FundHDFC Balanced Advantage FundHDFC Equity Savings Fund
Point 1Bottom quartile AUM (₹5,620 Cr).Lower mid AUM (₹33,207 Cr).Upper mid AUM (₹36,941 Cr).Highest AUM (₹106,821 Cr).Bottom quartile AUM (₹5,837 Cr).
Point 2Established history (11+ yrs).Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (25 yrs).Established history (21+ 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: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 51Y return: 7.13% (bottom quartile).1Y return: 6.94% (bottom quartile).5Y return: 20.67% (top quartile).5Y return: 17.11% (upper mid).5Y return: 9.65% (lower mid).
Point 61M return: 0.84% (bottom quartile).1M return: 0.92% (bottom quartile).3Y return: 19.42% (top quartile).3Y return: 18.14% (upper mid).3Y return: 10.63% (lower mid).
Point 7Sharpe: 0.36 (top quartile).Sharpe: 0.24 (upper mid).1Y return: 15.15% (top quartile).1Y return: 11.78% (upper mid).1Y return: 9.36% (lower mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Alpha: 0.00 (lower mid).1M return: 1.29% (upper mid).1M return: 1.14% (lower mid).
Point 9Yield to maturity (debt): 7.26% (upper mid).Yield to maturity (debt): 7.36% (top quartile).Sharpe: 0.05 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Modified duration: 3.13 yrs (lower mid).Modified duration: 4.47 yrs (bottom quartile).Information ratio: 0.00 (lower mid).Sharpe: 0.22 (bottom quartile).Sharpe: 0.23 (lower mid).

HDFC Banking and PSU Debt Fund

  • Bottom quartile AUM (₹5,620 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.13% (bottom quartile).
  • 1M return: 0.84% (bottom quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.26% (upper mid).
  • Modified duration: 3.13 yrs (lower mid).

HDFC Corporate Bond Fund

  • Lower mid AUM (₹33,207 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 6.94% (bottom quartile).
  • 1M return: 0.92% (bottom quartile).
  • Sharpe: 0.24 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.36% (top quartile).
  • Modified duration: 4.47 yrs (bottom quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,941 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.67% (top quartile).
  • 3Y return: 19.42% (top quartile).
  • 1Y return: 15.15% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.05 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

HDFC Balanced Advantage Fund

  • Highest AUM (₹106,821 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.11% (upper mid).
  • 3Y return: 18.14% (upper mid).
  • 1Y return: 11.78% (upper mid).
  • 1M return: 1.29% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.22 (bottom quartile).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,837 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.65% (lower mid).
  • 3Y return: 10.63% (lower mid).
  • 1Y return: 9.36% (lower mid).
  • 1M return: 1.14% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.23 (lower mid).

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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 Banking And Financial Services Fund Growth ₹63.89
↓ -1.06
₹3,641 1,000 -1.2822.118.213.417.51.03
Aditya Birla Sun Life Small Cap Fund Growth ₹84.0292
↓ -1.02
₹4,778 1,000 -2.80.518.918.815-3.70.01
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,531.43
↓ -13.37
₹7,334 100 -31.211.914.411.27.20.21
Aditya Birla Sun Life Regular Savings Fund Growth ₹69.0314
↓ -0.15
₹1,533 500 0.43.19.39.58.67.10.63
Aditya Birla Sun Life Savings Fund Growth ₹571.125
↑ 0.10
₹22,857 1,000 1.337.17.46.37.42.17
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Banking And Financial Services FundAditya Birla Sun Life Small Cap FundAditya Birla Sun Life Equity Hybrid 95 FundAditya Birla Sun Life Regular Savings FundAditya Birla Sun Life Savings Fund
Point 1Bottom quartile AUM (₹3,641 Cr).Lower mid AUM (₹4,778 Cr).Upper mid AUM (₹7,334 Cr).Bottom quartile AUM (₹1,533 Cr).Highest AUM (₹22,857 Cr).
Point 2Established history (12+ yrs).Established history (18+ yrs).Oldest track record among peers (31 yrs).Established history (21+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 13.43% (upper mid).5Y return: 14.99% (top quartile).5Y return: 11.23% (lower mid).5Y return: 8.58% (bottom quartile).1Y return: 7.15% (bottom quartile).
Point 63Y return: 18.25% (upper mid).3Y return: 18.80% (top quartile).3Y return: 14.42% (lower mid).3Y return: 9.53% (bottom quartile).1M return: 0.62% (bottom quartile).
Point 71Y return: 22.11% (top quartile).1Y return: 18.90% (upper mid).1Y return: 11.92% (lower mid).1Y return: 9.26% (bottom quartile).Sharpe: 2.17 (top quartile).
Point 8Alpha: 0.61 (upper mid).Alpha: 0.00 (lower mid).1M return: 0.53% (bottom quartile).1M return: 1.19% (lower mid).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: 1.03 (upper mid).Sharpe: 0.01 (bottom quartile).Alpha: -0.23 (bottom quartile).Alpha: 1.62 (top quartile).Yield to maturity (debt): 6.81% (lower mid).
Point 10Information ratio: 0.25 (upper mid).Information ratio: 0.00 (bottom quartile).Sharpe: 0.21 (bottom quartile).Sharpe: 0.63 (lower mid).Modified duration: 0.47 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Bottom quartile AUM (₹3,641 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 13.43% (upper mid).
  • 3Y return: 18.25% (upper mid).
  • 1Y return: 22.11% (top quartile).
  • Alpha: 0.61 (upper mid).
  • Sharpe: 1.03 (upper mid).
  • Information ratio: 0.25 (upper mid).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹4,778 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.99% (top quartile).
  • 3Y return: 18.80% (top quartile).
  • 1Y return: 18.90% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.01 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Equity Hybrid 95 Fund

  • Upper mid AUM (₹7,334 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.23% (lower mid).
  • 3Y return: 14.42% (lower mid).
  • 1Y return: 11.92% (lower mid).
  • 1M return: 0.53% (bottom quartile).
  • Alpha: -0.23 (bottom quartile).
  • Sharpe: 0.21 (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,533 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.58% (bottom quartile).
  • 3Y return: 9.53% (bottom quartile).
  • 1Y return: 9.26% (bottom quartile).
  • 1M return: 1.19% (lower mid).
  • Alpha: 1.62 (top quartile).
  • Sharpe: 0.63 (lower mid).

Aditya Birla Sun Life Savings Fund

  • Highest AUM (₹22,857 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.15% (bottom quartile).
  • 1M return: 0.62% (bottom quartile).
  • Sharpe: 2.17 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.81% (lower mid).
  • Modified duration: 0.47 yrs (lower mid).

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 ₹355.699
↓ -4.19
₹29,991 1,000 0.35.820.620.517.45.60.44
Kotak Standard Multicap Fund Growth ₹87.09
↓ -1.07
₹56,479 500 -0.84.219.318.214.49.50.46
Kotak Asset Allocator Fund - FOF Growth ₹262.488
↓ -0.55
₹2,398 1,000 3.512.12421.118.315.41.38
Kotak Emerging Equity Scheme Growth ₹136.874
↓ -1.52
₹59,041 1,000 -0.30.923.222.219.51.80.18
Kotak Infrastructure & Economic Reform Fund Growth ₹66.052
↓ -0.53
₹2,252 1,000 0.12.82320.721.8-3.7-0.06
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Equity Opportunities FundKotak Standard Multicap FundKotak Asset Allocator Fund - FOFKotak Emerging Equity SchemeKotak Infrastructure & Economic Reform Fund
Point 1Lower mid AUM (₹29,991 Cr).Upper mid AUM (₹56,479 Cr).Bottom quartile AUM (₹2,398 Cr).Highest AUM (₹59,041 Cr).Bottom quartile AUM (₹2,252 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (16+ yrs).Established history (21+ yrs).Established history (18+ 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 High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 17.37% (bottom quartile).5Y return: 14.36% (bottom quartile).5Y return: 18.30% (lower mid).5Y return: 19.47% (upper mid).5Y return: 21.77% (top quartile).
Point 63Y return: 20.48% (bottom quartile).3Y return: 18.18% (bottom quartile).3Y return: 21.13% (upper mid).3Y return: 22.17% (top quartile).3Y return: 20.69% (lower mid).
Point 71Y return: 20.63% (bottom quartile).1Y return: 19.26% (bottom quartile).1Y return: 23.95% (top quartile).1Y return: 23.25% (upper mid).1Y return: 22.99% (lower mid).
Point 8Alpha: 2.61 (upper mid).Alpha: 3.74 (top quartile).1M return: 0.10% (bottom quartile).Alpha: -0.96 (bottom quartile).Alpha: -8.03 (bottom quartile).
Point 9Sharpe: 0.44 (lower mid).Sharpe: 0.46 (upper mid).Alpha: 0.00 (lower mid).Sharpe: 0.18 (bottom quartile).Sharpe: -0.06 (bottom quartile).
Point 10Information ratio: 0.08 (upper mid).Information ratio: 0.19 (top quartile).Sharpe: 1.38 (top quartile).Information ratio: -0.44 (bottom quartile).Information ratio: -0.29 (bottom quartile).

Kotak Equity Opportunities Fund

  • Lower mid AUM (₹29,991 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.37% (bottom quartile).
  • 3Y return: 20.48% (bottom quartile).
  • 1Y return: 20.63% (bottom quartile).
  • Alpha: 2.61 (upper mid).
  • Sharpe: 0.44 (lower mid).
  • Information ratio: 0.08 (upper mid).

Kotak Standard Multicap Fund

  • Upper mid AUM (₹56,479 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.36% (bottom quartile).
  • 3Y return: 18.18% (bottom quartile).
  • 1Y return: 19.26% (bottom quartile).
  • Alpha: 3.74 (top quartile).
  • Sharpe: 0.46 (upper mid).
  • Information ratio: 0.19 (top quartile).

Kotak Asset Allocator Fund - FOF

  • Bottom quartile AUM (₹2,398 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.30% (lower mid).
  • 3Y return: 21.13% (upper mid).
  • 1Y return: 23.95% (top quartile).
  • 1M return: 0.10% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.38 (top quartile).

Kotak Emerging Equity Scheme

  • Highest AUM (₹59,041 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.47% (upper mid).
  • 3Y return: 22.17% (top quartile).
  • 1Y return: 23.25% (upper mid).
  • Alpha: -0.96 (bottom quartile).
  • Sharpe: 0.18 (bottom quartile).
  • Information ratio: -0.44 (bottom quartile).

Kotak Infrastructure & Economic Reform Fund

  • Bottom quartile AUM (₹2,252 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 21.77% (top quartile).
  • 3Y return: 20.69% (lower mid).
  • 1Y return: 22.99% (lower mid).
  • Alpha: -8.03 (bottom quartile).
  • Sharpe: -0.06 (bottom quartile).
  • Information ratio: -0.29 (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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Tata India Tax Savings Fund Growth ₹45.8014
↓ -0.43
₹4,566 500 -1.35.617.617.114.54.90.14
Tata Equity PE Fund Growth ₹352.434
↓ -4.10
₹8,819 150 -2.84.214.920.116.73.70.22
Tata Retirement Savings Fund-Moderate Growth ₹62.4675
↓ -0.60
₹2,094 150 -4.7-1.9914.5111-0.09
Tata Retirement Savings Fund - Progressive Growth ₹62.5687
↓ -0.70
₹2,041 150 -5.5-2.98.915.611.3-1.2-0.13
Tata Treasury Advantage Fund Growth ₹4,085.75
↑ 0.99
₹3,715 500 1.32.96.97.167.21.22
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata India Tax Savings FundTata Equity PE FundTata Retirement Savings Fund-ModerateTata Retirement Savings Fund - ProgressiveTata Treasury Advantage Fund
Point 1Upper mid AUM (₹4,566 Cr).Highest AUM (₹8,819 Cr).Bottom quartile AUM (₹2,094 Cr).Bottom quartile AUM (₹2,041 Cr).Lower mid AUM (₹3,715 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (21 yrs).Established history (14+ yrs).Established history (14+ yrs).Established history (20+ 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: Moderately Low.
Point 55Y return: 14.45% (upper mid).5Y return: 16.67% (top quartile).5Y return: 11.05% (bottom quartile).5Y return: 11.34% (lower mid).1Y return: 6.89% (bottom quartile).
Point 63Y return: 17.14% (upper mid).3Y return: 20.14% (top quartile).3Y return: 14.53% (bottom quartile).3Y return: 15.55% (lower mid).1M return: 0.68% (lower mid).
Point 71Y return: 17.64% (top quartile).1Y return: 14.89% (upper mid).1Y return: 8.99% (lower mid).1Y return: 8.85% (bottom quartile).Sharpe: 1.22 (top quartile).
Point 8Alpha: -0.76 (bottom quartile).Alpha: 0.27 (top quartile).1M return: 0.14% (bottom quartile).1M return: 0.05% (bottom quartile).Information ratio: 0.00 (lower mid).
Point 9Sharpe: 0.14 (lower mid).Sharpe: 0.22 (upper mid).Alpha: 0.00 (upper mid).Alpha: -5.02 (bottom quartile).Yield to maturity (debt): 6.61% (top quartile).
Point 10Information ratio: -0.35 (bottom quartile).Information ratio: 0.89 (top quartile).Sharpe: -0.09 (bottom quartile).Sharpe: -0.13 (bottom quartile).Modified duration: 0.03 yrs (bottom quartile).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,566 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.45% (upper mid).
  • 3Y return: 17.14% (upper mid).
  • 1Y return: 17.64% (top quartile).
  • Alpha: -0.76 (bottom quartile).
  • Sharpe: 0.14 (lower mid).
  • Information ratio: -0.35 (bottom quartile).

Tata Equity PE Fund

  • Highest AUM (₹8,819 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.67% (top quartile).
  • 3Y return: 20.14% (top quartile).
  • 1Y return: 14.89% (upper mid).
  • Alpha: 0.27 (top quartile).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: 0.89 (top quartile).

Tata Retirement Savings Fund-Moderate

  • Bottom quartile AUM (₹2,094 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.05% (bottom quartile).
  • 3Y return: 14.53% (bottom quartile).
  • 1Y return: 8.99% (lower mid).
  • 1M return: 0.14% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.09 (bottom quartile).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,041 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.34% (lower mid).
  • 3Y return: 15.55% (lower mid).
  • 1Y return: 8.85% (bottom quartile).
  • 1M return: 0.05% (bottom quartile).
  • Alpha: -5.02 (bottom quartile).
  • Sharpe: -0.13 (bottom quartile).

Tata Treasury Advantage Fund

  • Lower mid AUM (₹3,715 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 6.89% (bottom quartile).
  • 1M return: 0.68% (lower mid).
  • Sharpe: 1.22 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.61% (top quartile).
  • Modified duration: 0.03 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 ₹26.0609
↑ 0.37
₹283 100 16.92133.920.39.719.81.6
Nippon India Power and Infra Fund Growth ₹353.353
↓ -2.27
₹6,773 100 0.74.921.627.523.9-0.5-0.03
Nippon India Large Cap Fund Growth ₹92.1365
↓ -1.07
₹50,107 100 -2.51.515.819.617.59.20.3
Nippon India Small Cap Fund Growth ₹162.162
↓ -1.07
₹65,812 100 -4-2.513.821.623.3-4.7-0.19
Nippon India Equity Hybrid Fund Growth ₹106.377
↓ -0.92
₹4,025 100 -1.72.413.115.813.86.10.25
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Japan Equity FundNippon India Power and Infra FundNippon India Large Cap FundNippon India Small Cap FundNippon India Equity Hybrid Fund
Point 1Bottom quartile AUM (₹283 Cr).Lower mid AUM (₹6,773 Cr).Upper mid AUM (₹50,107 Cr).Highest AUM (₹65,812 Cr).Bottom quartile AUM (₹4,025 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (21 yrs).Established history (18+ yrs).Established history (15+ yrs).Established history (20+ 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: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 9.66% (bottom quartile).5Y return: 23.93% (top quartile).5Y return: 17.55% (lower mid).5Y return: 23.30% (upper mid).5Y return: 13.83% (bottom quartile).
Point 63Y return: 20.30% (lower mid).3Y return: 27.50% (top quartile).3Y return: 19.63% (bottom quartile).3Y return: 21.56% (upper mid).3Y return: 15.82% (bottom quartile).
Point 71Y return: 33.88% (top quartile).1Y return: 21.57% (upper mid).1Y return: 15.84% (lower mid).1Y return: 13.81% (bottom quartile).1Y return: 13.07% (bottom quartile).
Point 8Alpha: -6.43 (bottom quartile).Alpha: -6.78 (bottom quartile).Alpha: 0.30 (top quartile).Alpha: -0.64 (lower mid).1M return: 2.01% (bottom quartile).
Point 9Sharpe: 1.60 (top quartile).Sharpe: -0.03 (bottom quartile).Sharpe: 0.30 (upper mid).Sharpe: -0.19 (bottom quartile).Alpha: 0.23 (upper mid).
Point 10Information ratio: -1.51 (bottom quartile).Information ratio: 0.26 (lower mid).Information ratio: 1.22 (top quartile).Information ratio: 0.02 (bottom quartile).Sharpe: 0.25 (lower mid).

Nippon India Japan Equity Fund

  • Bottom quartile AUM (₹283 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 9.66% (bottom quartile).
  • 3Y return: 20.30% (lower mid).
  • 1Y return: 33.88% (top quartile).
  • Alpha: -6.43 (bottom quartile).
  • Sharpe: 1.60 (top quartile).
  • Information ratio: -1.51 (bottom quartile).

Nippon India Power and Infra Fund

  • Lower mid AUM (₹6,773 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 23.93% (top quartile).
  • 3Y return: 27.50% (top quartile).
  • 1Y return: 21.57% (upper mid).
  • Alpha: -6.78 (bottom quartile).
  • Sharpe: -0.03 (bottom quartile).
  • Information ratio: 0.26 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹50,107 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.55% (lower mid).
  • 3Y return: 19.63% (bottom quartile).
  • 1Y return: 15.84% (lower mid).
  • Alpha: 0.30 (top quartile).
  • Sharpe: 0.30 (upper mid).
  • Information ratio: 1.22 (top quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹65,812 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.30% (upper mid).
  • 3Y return: 21.56% (upper mid).
  • 1Y return: 13.81% (bottom quartile).
  • Alpha: -0.64 (lower mid).
  • Sharpe: -0.19 (bottom quartile).
  • Information ratio: 0.02 (bottom quartile).

Nippon India Equity Hybrid Fund

  • Bottom quartile AUM (₹4,025 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.83% (bottom quartile).
  • 3Y return: 15.82% (bottom quartile).
  • 1Y return: 13.07% (bottom quartile).
  • 1M return: 2.01% (bottom quartile).
  • Alpha: 0.23 (upper mid).
  • Sharpe: 0.25 (lower mid).

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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