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আপনি যদি একটি দীর্ঘমেয়াদী বিনিয়োগ করার পরিকল্পনা করছেন, তাহলেযৌথ পুঁজি বিবেচনা করা আবশ্যক! মিউচুয়াল ফান্ড হল একটি দুর্দান্ত বিনিয়োগের বিকল্প যারা দীর্ঘমেয়াদে তাদের অর্থের মূল্য বাড়াতে চায়। যদিও, দীর্ঘমেয়াদী সময়ের জন্য এমন কোন সময়সীমা নেই, তবে এটি সাধারণত পাঁচ বছরের বেশি হতে পারে। তো, এর কিছু দেখে নেওয়া যাকসেরা মিউচুয়াল ফান্ড দীর্ঘমেয়াদী বিনিয়োগের জন্য।
সেরা দীর্ঘমেয়াদী মিউচুয়াল ফান্ড
একটি দীর্ঘমেয়াদী বিনিয়োগ অনেক উপায়ে অপরিহার্য। এটি সম্পদ সৃষ্টিতে সাহায্য করে,অবসর পরিকল্পনা, এবং এক তাদের অধিকাংশ পরিকল্পনা করতে পারেনআর্থিক লক্ষ্য যেমন বাড়ি/গাড়ি কেনা, সন্তানের শিক্ষা, আন্তর্জাতিক ভ্রমণ বা অন্য কোনো সম্পদ। দীর্ঘমেয়াদী জন্য সবচেয়ে পরামর্শ দেওয়া পরিকল্পনা হল ইক্যুইটি মিউচুয়াল ফান্ড। এই তহবিলগুলি দীর্ঘমেয়াদী সম্পদ সৃষ্টির জন্য পরিচিত।
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ইক্যুইটি কোম্পানির শেয়ার এবং স্টক বিনিয়োগ. আপনি এই তহবিলে যত বেশি সময় বিনিয়োগ করবেন, ভাল রিটার্ন অর্জনের সম্ভাবনা তত বেশি। তবে, একজনকে সর্বদা মনে রাখা উচিত যে 'উচ্চ রিটার্নের সাথে উচ্চ ঝুঁকি আসে', ইক্যুইটিগুলি ঝুঁকিপূর্ণ তহবিল হতে পারে। তবুও, যদি ভালভাবে এবং দীর্ঘমেয়াদী পরিকল্পনা করা হয়, তবে কেউ ভাল আয় অর্জন করতে পারে এবং তাদের দীর্ঘমেয়াদী লক্ষ্যগুলি অর্জন করতে পারে।
বিনিয়োগ ভিতরেসেরা ইক্যুইটি মিউচুয়াল ফান্ড অনেক সুবিধা থাকতে পারে যেমন:
বৈচিত্রতা
সেরা দিয়েইক্যুইটি ফান্ড বিনিয়োগকারীরা নিয়মিত বিনিয়োগের মাধ্যমে তাদের পোর্টফোলিওতে বৈচিত্র্য আনতে পারে। এর মানে হল যে তারা বিভিন্ন অর্থনৈতিক সেক্টরের ইক্যুইটি স্টকগুলিতে বিনিয়োগ করতে পারে। অনেক ইকুইটি ফান্ড আছে যেমন বড়-ক্যাপ,মিড-ক্যাপ, বহু মাথা,ছোট টুপি, ইত্যাদি। সুতরাং, একটি নির্দিষ্ট স্টকের মূল্য কমে গেলেও, অন্যরা সেই ক্ষতি পূরণে সাহায্য করতে পারে, যা নির্ভর করেবাজার অবস্থা.
তারল্য
যেহেতু স্টকগুলি সক্রিয়ভাবে সমস্ত বড় এক্সচেঞ্জে লেনদেন হয়, তাই প্রতিদিন, এটি ইকুইটি ফান্ডকে একটি উচ্চতর তরল বিনিয়োগ করে তোলে। এটি বিনিয়োগকারীদের বাজার পরিস্থিতির উপর নির্ভর করে তাদের স্টক ক্রয় এবং বিক্রয় করার সুবিধা প্রদান করে। ইক্যুইটি মিউচুয়াল ফান্ডে বিনিয়োগ করে, অর্থ সাধারণত আপনার জমা হয়ব্যাংক তিন দিনের মধ্যে অ্যাকাউন্ট।
লভ্যাংশ আয়
ব্লু-চিপ কোম্পানিতে বিনিয়োগ করা বিনিয়োগকারীদের স্থিতিশীল উপার্জনে সহায়তা করতে পারেআয় লভ্যাংশ আকারে। এই ধরনের বেশিরভাগ কোম্পানি সাধারণত অস্থির বাজারের পরিস্থিতিতেও নিয়মিত লভ্যাংশ প্রদান করে, সাধারণত ত্রৈমাসিক অর্থ প্রদান করা হয়। একটি বৈচিত্র্যপূর্ণ পোর্টফোলিও থাকা বিনিয়োগকারীদের বছরে একটি স্থির লভ্যাংশ আয় প্রদান করতে পারে।
দীর্ঘমেয়াদে বিনিয়োগের জন্য সেরা মিউচুয়াল ফান্ড
সেরা মাল্টি ক্যাপ ইক্যুইটি ফান্ড
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Mirae Asset India Equity Fund Growth ₹111.313
↑ 0.56 ₹37,692 1,000 4.3 -3.9 -2.5 9.5 9.2 10.2 Kotak Standard Multicap Fund Growth ₹85.022
↑ 0.56 ₹54,801 500 2 -3 -2.9 12.7 11.6 9.5 Motilal Oswal Multicap 35 Fund Growth ₹58.9998
↑ 1.34 ₹12,937 500 7.7 -2.3 -6.4 18.2 11.8 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,900.58
↑ 13.36 ₹26,032 100 7.2 2.1 4.8 15.5 12.3 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Mirae Asset India Equity Fund Kotak Standard Multicap Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Upper mid AUM (₹37,692 Cr). Highest AUM (₹54,801 Cr). Bottom quartile AUM (₹12,937 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹26,032 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (12+ yrs). Established history (20+ yrs). Oldest track record among peers (27 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.23% (bottom quartile). 5Y return: 11.59% (bottom quartile). 5Y return: 11.77% (lower mid). 5Y return: 13.57% (top quartile). 5Y return: 12.32% (upper mid). Point 6 3Y return: 9.53% (bottom quartile). 3Y return: 12.75% (bottom quartile). 3Y return: 18.20% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 15.51% (lower mid). Point 7 1Y return: -2.49% (lower mid). 1Y return: -2.89% (bottom quartile). 1Y return: -6.40% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 4.80% (upper mid). Point 8 Alpha: -0.89 (bottom quartile). Alpha: -0.62 (lower mid). Alpha: -5.87 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 4.07 (top quartile). Point 9 Sharpe: -0.40 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.52 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.04 (upper mid). Point 10 Information ratio: -0.60 (bottom quartile). Information ratio: -0.05 (bottom quartile). Information ratio: 0.47 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.20 (top quartile). Mirae Asset India Equity Fund
Kotak Standard Multicap Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
সেরা ELSS (ট্যাক্স সেভিং মিউচুয়াল ফান্ড)
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹46.1695
↑ 0.54 ₹4,516 500 6.3 1.9 2.8 13.6 13.2 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹153.307
↑ 0.68 ₹6,767 500 4.4 -1.4 -0.5 10.7 12.1 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹61.43
↑ 0.40 ₹14,249 500 5.3 -0.7 0.7 12.4 9 9.3 DSP Tax Saver Fund Growth ₹138.241
↑ 0.83 ₹16,156 500 3.5 -3.7 -2.6 15.1 13.1 7.5 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Bottom quartile AUM (₹4,516 Cr). Lower mid AUM (₹6,767 Cr). Upper mid AUM (₹14,249 Cr). Highest AUM (₹16,156 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (19+ yrs). Oldest track record among peers (25 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.21% (upper mid). 5Y return: 12.14% (bottom quartile). 5Y return: 9.04% (bottom quartile). 5Y return: 13.15% (lower mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 13.62% (lower mid). 3Y return: 10.74% (bottom quartile). 3Y return: 12.38% (bottom quartile). 3Y return: 15.05% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 2.84% (upper mid). 1Y return: -0.53% (bottom quartile). 1Y return: 0.69% (lower mid). 1Y return: -2.61% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: 3.02 (top quartile). Alpha: -0.53 (bottom quartile). Alpha: 0.39 (lower mid). Alpha: -3.11 (bottom quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: -0.04 (upper mid). Sharpe: -0.26 (bottom quartile). Sharpe: -0.18 (lower mid). Sharpe: -0.38 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 0.21 (upper mid). Information ratio: -0.60 (bottom quartile). Information ratio: -0.22 (bottom quartile). Information ratio: 0.60 (top quartile). Information ratio: -0.15 (lower mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
Aditya Birla Sun Life Tax Relief '96
DSP Tax Saver Fund
HDFC Long Term Advantage Fund
সেরা লার্জ ক্যাপ ফান্ড
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Core 11 Fund Growth ₹19.9409
↑ 0.31 ₹279 500 8.3 0.3 0.9 13.5 13.7 -1.9 SBI Bluechip Fund Growth ₹93.2768
↑ 0.49 ₹53,527 500 4.4 -2.5 -1.2 9.9 11 9.7 Indiabulls Blue Chip Fund Growth ₹42.59
↑ 0.24 ₹129 500 2.3 -2.8 -1.8 10.4 10.1 7.5 Nippon India Large Cap Fund Growth ₹89.2165
↑ 0.44 ₹51,660 100 2.7 -3.4 -2.5 12.8 15 9.2 Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20 ₹96 500 -8 -14.5 -2.6 10 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Core 11 Fund SBI Bluechip Fund Indiabulls Blue Chip Fund Nippon India Large Cap Fund Essel Large Cap Equity Fund Point 1 Lower mid AUM (₹279 Cr). Highest AUM (₹53,527 Cr). Bottom quartile AUM (₹129 Cr). Upper mid AUM (₹51,660 Cr). Bottom quartile AUM (₹96 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (20 yrs). Established history (14+ yrs). Established history (18+ yrs). Established history (14+ 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.72% (upper mid). 5Y return: 11.02% (lower mid). 5Y return: 10.15% (bottom quartile). 5Y return: 15.01% (top quartile). 5Y return: 7.00% (bottom quartile). Point 6 3Y return: 13.53% (top quartile). 3Y return: 9.91% (bottom quartile). 3Y return: 10.38% (lower mid). 3Y return: 12.76% (upper mid). 3Y return: 10.00% (bottom quartile). Point 7 1Y return: 0.87% (top quartile). 1Y return: -1.16% (upper mid). 1Y return: -1.78% (lower mid). 1Y return: -2.48% (bottom quartile). 1Y return: -2.56% (bottom quartile). Point 8 Alpha: -0.12 (bottom quartile). Alpha: 2.05 (top quartile). Alpha: 1.21 (upper mid). Alpha: 0.46 (lower mid). Alpha: -3.02 (bottom quartile). Point 9 Sharpe: -0.23 (upper mid). Sharpe: -0.26 (lower mid). Sharpe: -0.28 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: 0.10 (top quartile). Point 10 Information ratio: 0.10 (upper mid). Information ratio: -0.15 (bottom quartile). Information ratio: -0.06 (lower mid). Information ratio: 1.03 (top quartile). Information ratio: -0.82 (bottom quartile). JM Core 11 Fund
SBI Bluechip Fund
Indiabulls Blue Chip Fund
Nippon India Large Cap Fund
Essel Large Cap Equity Fund
সেরা মিড ক্যাপ ফান্ড
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,477.71
↑ 24.75 ₹13,687 100 8.4 4.6 6.3 21.2 18 4.1 Kotak Emerging Equity Scheme Growth ₹145.013
↑ 1.97 ₹64,749 1,000 9.5 4.9 4.8 19.4 16.9 1.8 Taurus Discovery (Midcap) Fund Growth ₹119
↑ 1.89 ₹125 1,000 7.1 0.8 -5.3 10.8 11.4 0.8 BNP Paribas Mid Cap Fund Growth ₹110.693
↑ 1.53 ₹2,461 300 8.8 6.8 8.9 19 15.6 2.5 Aditya Birla Sun Life Midcap Fund Growth ₹831.22
↑ 11.49 ₹6,398 1,000 10.6 5.1 4.7 17.7 15.2 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Mid Cap Fund Kotak Emerging Equity Scheme Taurus Discovery (Midcap) Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund Point 1 Upper mid AUM (₹13,687 Cr). Highest AUM (₹64,749 Cr). Bottom quartile AUM (₹125 Cr). Bottom quartile AUM (₹2,461 Cr). Lower mid AUM (₹6,398 Cr). Point 2 Established history (23+ yrs). Established history (19+ yrs). Oldest track record among peers (31 yrs). Established history (20+ yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 17.97% (top quartile). 5Y return: 16.92% (upper mid). 5Y return: 11.36% (bottom quartile). 5Y return: 15.56% (lower mid). 5Y return: 15.24% (bottom quartile). Point 6 3Y return: 21.18% (top quartile). 3Y return: 19.42% (upper mid). 3Y return: 10.76% (bottom quartile). 3Y return: 18.99% (lower mid). 3Y return: 17.70% (bottom quartile). Point 7 1Y return: 6.28% (upper mid). 1Y return: 4.80% (lower mid). 1Y return: -5.31% (bottom quartile). 1Y return: 8.87% (top quartile). 1Y return: 4.68% (bottom quartile). Point 8 Alpha: -0.11 (lower mid). Alpha: 0.18 (upper mid). Alpha: -9.74 (bottom quartile). Alpha: 2.64 (top quartile). Alpha: -1.82 (bottom quartile). Point 9 Sharpe: 0.17 (lower mid). Sharpe: 0.18 (upper mid). Sharpe: -0.32 (bottom quartile). Sharpe: 0.34 (top quartile). Sharpe: 0.09 (bottom quartile). Point 10 Information ratio: 0.23 (top quartile). Information ratio: -0.33 (upper mid). Information ratio: -2.03 (bottom quartile). Information ratio: -0.33 (lower mid). Information ratio: -0.78 (bottom quartile). Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
Taurus Discovery (Midcap) Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
সেরা ছোট ক্যাপ তহবিল
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹95.1168
↑ 1.49 ₹5,453 1,000 15.9 14.3 8.3 16.5 12.8 -3.7 SBI Small Cap Fund Growth ₹179.3
↑ 2.09 ₹37,395 500 13.9 10.1 1.9 13 13.8 -4.9 DSP Small Cap Fund Growth ₹220.384
↑ 3.30 ₹18,358 500 15.7 14.7 9 18.7 17.8 -2.8 Nippon India Small Cap Fund Growth ₹179.25
↑ 2.70 ₹74,604 100 13.4 10.7 3.3 17.5 19.3 -4.7 Franklin India Smaller Companies Fund Growth ₹176.471
↑ 3.38 ₹13,847 500 12 8.4 -0.3 15.6 16.9 -8.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Franklin India Smaller Companies Fund Point 1 Bottom quartile AUM (₹5,453 Cr). Upper mid AUM (₹37,395 Cr). Lower mid AUM (₹18,358 Cr). Highest AUM (₹74,604 Cr). Bottom quartile AUM (₹13,847 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (19+ yrs). Established history (15+ yrs). Oldest track record among peers (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 High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.79% (bottom quartile). 5Y return: 13.84% (bottom quartile). 5Y return: 17.84% (upper mid). 5Y return: 19.35% (top quartile). 5Y return: 16.88% (lower mid). Point 6 3Y return: 16.47% (lower mid). 3Y return: 13.02% (bottom quartile). 3Y return: 18.66% (top quartile). 3Y return: 17.54% (upper mid). 3Y return: 15.61% (bottom quartile). Point 7 1Y return: 8.33% (upper mid). 1Y return: 1.89% (bottom quartile). 1Y return: 8.99% (top quartile). 1Y return: 3.30% (lower mid). 1Y return: -0.28% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.35 (top quartile). Alpha: -2.10 (bottom quartile). Point 9 Sharpe: 0.23 (top quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 0.13 (upper mid). Sharpe: 0.05 (lower mid). Sharpe: -0.15 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.24 (bottom quartile). Information ratio: -0.62 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
Franklin India Smaller Companies Fund
সেরা সেক্টর ফান্ড
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP Natural Resources and New Energy Fund Growth ₹104.73
↓ -1.09 ₹2,457 500 -2.1 6 15.5 20.1 15.7 17.5 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹63.5
↑ 0.53 ₹3,466 1,000 6 -0.9 2.1 11.6 11.8 17.5 Franklin Build India Fund Growth ₹145.74
↑ 1.00 ₹3,160 500 2.7 3.9 1.4 21.2 20.3 3.7 ICICI Prudential Banking and Financial Services Fund Growth ₹132.15
↑ 0.99 ₹10,643 100 4.7 -4.2 -2.7 10.4 10.2 15.9 Bandhan Infrastructure Fund Growth ₹49.876
↑ 0.57 ₹1,495 100 10.4 6.4 -3.5 19 17.5 -6.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Aditya Birla Sun Life Banking And Financial Services Fund Franklin Build India Fund ICICI Prudential Banking and Financial Services Fund Bandhan Infrastructure Fund Point 1 Bottom quartile AUM (₹2,457 Cr). Upper mid AUM (₹3,466 Cr). Lower mid AUM (₹3,160 Cr). Highest AUM (₹10,643 Cr). Bottom quartile AUM (₹1,495 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (12+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (15+ 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: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 15.69% (lower mid). 5Y return: 11.82% (bottom quartile). 5Y return: 20.31% (top quartile). 5Y return: 10.15% (bottom quartile). 5Y return: 17.48% (upper mid). Point 6 3Y return: 20.11% (upper mid). 3Y return: 11.56% (bottom quartile). 3Y return: 21.18% (top quartile). 3Y return: 10.39% (bottom quartile). 3Y return: 19.04% (lower mid). Point 7 1Y return: 15.54% (top quartile). 1Y return: 2.11% (upper mid). 1Y return: 1.38% (lower mid). 1Y return: -2.75% (bottom quartile). 1Y return: -3.55% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 3.78 (top quartile). Alpha: 0.00 (lower mid). Alpha: -2.48 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.33 (top quartile). Sharpe: -0.15 (lower mid). Sharpe: 0.01 (upper mid). Sharpe: -0.46 (bottom quartile). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.28 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.01 (upper mid). Information ratio: 0.00 (bottom quartile). DSP Natural Resources and New Energy Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Franklin Build India Fund
ICICI Prudential Banking and Financial Services Fund
Bandhan Infrastructure Fund
সেরা ফোকাসড ফান্ড
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Focused 25 Fund Growth ₹53.68
↑ 0.33 ₹10,666 500 7.8 -0.4 -4.2 8.2 5.1 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹144.499
↑ 0.62 ₹7,732 1,000 4.1 -2.6 0.7 13.4 11.8 10.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Motilal Oswal Focused 25 Fund Growth ₹49.2056
↑ 0.69 ₹1,557 500 16.8 13 13.1 11.8 9.4 -1.7 HDFC Focused 30 Fund Growth ₹231.191
↑ 1.56 ₹26,082 300 4 -2.8 0 16.4 18.7 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund Motilal Oswal Focused 25 Fund HDFC Focused 30 Fund Point 1 Upper mid AUM (₹10,666 Cr). Lower mid AUM (₹7,732 Cr). Bottom quartile AUM (₹1,354 Cr). Bottom quartile AUM (₹1,557 Cr). Highest AUM (₹26,082 Cr). Point 2 Established history (14+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (13+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 5.15% (bottom quartile). 5Y return: 11.82% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 9.35% (bottom quartile). 5Y return: 18.66% (top quartile). Point 6 3Y return: 8.23% (bottom quartile). 3Y return: 13.42% (lower mid). 3Y return: 17.03% (top quartile). 3Y return: 11.76% (bottom quartile). 3Y return: 16.40% (upper mid). Point 7 1Y return: -4.16% (bottom quartile). 1Y return: 0.65% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 13.11% (upper mid). 1Y return: -0.02% (bottom quartile). Point 8 Alpha: -6.68 (bottom quartile). Alpha: 0.09 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 6.10 (top quartile). Alpha: -3.45 (lower mid). Point 9 Sharpe: -0.60 (bottom quartile). Sharpe: -0.19 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.14 (upper mid). Sharpe: -0.41 (bottom quartile). Point 10 Information ratio: -1.12 (bottom quartile). Information ratio: 0.06 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: -0.34 (lower mid). Information ratio: 0.53 (top quartile). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
Motilal Oswal Focused 25 Fund
HDFC Focused 30 Fund
সেরা মূল্য তহবিল
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata Equity PE Fund Growth ₹346.536
↑ 2.65 ₹8,346 150 2.3 -2.6 -2.6 13.5 14.6 3.7 JM Value Fund Growth ₹93.5274
↑ 1.15 ₹805 500 7 0.2 -6.6 14.1 15.3 -4.4 Aditya Birla Sun Life Pure Value Fund Growth ₹134.369
↑ 1.51 ₹6,530 1,000 9.2 5.4 5.9 17.1 14.7 2.6 HDFC Capital Builder Value Fund Growth ₹775.156
↑ 6.76 ₹7,314 300 7.1 1.5 2.7 16.6 14.9 8.6 Bandhan Sterling Value Fund Growth ₹146.015
↑ 0.58 ₹9,823 100 3.9 -2.1 -2.4 11.5 13.6 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund Bandhan Sterling Value Fund Point 1 Upper mid AUM (₹8,346 Cr). Bottom quartile AUM (₹805 Cr). Bottom quartile AUM (₹6,530 Cr). Lower mid AUM (₹7,314 Cr). Highest AUM (₹9,823 Cr). Point 2 Established history (22+ yrs). Established history (29+ yrs). Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.61% (bottom quartile). 5Y return: 15.29% (top quartile). 5Y return: 14.73% (lower mid). 5Y return: 14.92% (upper mid). 5Y return: 13.56% (bottom quartile). Point 6 3Y return: 13.53% (bottom quartile). 3Y return: 14.08% (lower mid). 3Y return: 17.05% (top quartile). 3Y return: 16.59% (upper mid). 3Y return: 11.54% (bottom quartile). Point 7 1Y return: -2.63% (bottom quartile). 1Y return: -6.62% (bottom quartile). 1Y return: 5.88% (top quartile). 1Y return: 2.67% (upper mid). 1Y return: -2.36% (lower mid). Point 8 Alpha: -1.12 (lower mid). Alpha: -5.51 (bottom quartile). Alpha: 6.66 (top quartile). Alpha: 2.21 (upper mid). Alpha: -2.02 (bottom quartile). Point 9 Sharpe: -0.27 (lower mid). Sharpe: -0.48 (bottom quartile). Sharpe: 0.14 (top quartile). Sharpe: -0.08 (upper mid). Sharpe: -0.35 (bottom quartile). Point 10 Information ratio: 0.34 (lower mid). Information ratio: 0.30 (bottom quartile). Information ratio: 0.75 (upper mid). Information ratio: 1.34 (top quartile). Information ratio: -0.20 (bottom quartile). Tata Equity PE Fund
JM Value Fund
Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value Fund
Bandhan Sterling Value Fund
সেরা লভ্যাংশ ফলন তহবিল
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹53.12
↑ 0.25 ₹6,477 100 2.5 -2.2 0.4 17.9 18.5 11.8 Templeton India Equity Income Fund Growth ₹134.866
↓ -2.13 ₹2,317 500 0.7 -3.3 -3.9 12.6 12.8 1.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹442.77
↓ -6.83 ₹1,459 1,000 -0.2 -3.4 -2.5 13.8 13.5 2.3 UTI Dividend Yield Fund Growth ₹175.123
↑ 0.64 ₹3,697 500 1.5 -2.8 -2.6 15.2 12.7 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Dividend Yield Equity Fund Templeton India Equity Income Fund Aditya Birla Sun Life Dividend Yield Fund UTI Dividend Yield Fund Point 1 Highest AUM (₹6,477 Cr). Lower mid AUM (₹2,317 Cr). Bottom quartile AUM (₹1,459 Cr). Upper mid AUM (₹3,697 Cr). Point 2 Established history (12+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.45% (top quartile). 5Y return: 12.78% (lower mid). 5Y return: 13.52% (upper mid). 5Y return: 12.72% (bottom quartile). Point 6 3Y return: 17.87% (top quartile). 3Y return: 12.64% (bottom quartile). 3Y return: 13.81% (lower mid). 3Y return: 15.18% (upper mid). Point 7 1Y return: 0.42% (top quartile). 1Y return: -3.95% (bottom quartile). 1Y return: -2.48% (upper mid). 1Y return: -2.57% (lower mid). Point 8 Alpha: 0.46 (upper mid). Alpha: -1.55 (lower mid). Alpha: 2.35 (top quartile). Alpha: -2.07 (bottom quartile). Point 9 Sharpe: -0.17 (upper mid). Sharpe: -0.30 (lower mid). Sharpe: -0.05 (top quartile). Sharpe: -0.35 (bottom quartile). Point 10 Information ratio: 1.15 (top quartile). Information ratio: 0.12 (bottom quartile). Information ratio: 0.50 (lower mid). Information ratio: 0.53 (upper mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
Aditya Birla Sun Life Dividend Yield Fund
UTI Dividend Yield Fund
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