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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 (%) Motilal Oswal Multicap 35 Fund Growth ₹61.699
↓ -1.03 ₹14,160 500 8.2 17.6 1.9 17.2 11.6 -5.6 Kotak Standard Multicap Fund Growth ₹81.565
↓ -1.36 ₹56,392 500 -2.4 3.6 -2.1 10.4 9.2 9.5 Mirae Asset India Equity Fund Growth ₹106.61
↓ -1.61 ₹38,166 1,000 -2.7 3.6 -4.1 7.3 6.2 10.2 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 ₹1,886.39
↓ -29.48 ₹29,044 100 1.4 11 6.9 13.8 10.1 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Kotak Standard Multicap Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Bottom quartile AUM (₹14,160 Cr). Highest AUM (₹56,392 Cr). Upper mid AUM (₹38,166 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹29,044 Cr). Point 2 Established history (12+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (21+ yrs). Oldest track record among peers (28 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: 11.59% (upper mid). 5Y return: 9.22% (bottom quartile). 5Y return: 6.18% (bottom quartile). 5Y return: 13.57% (top quartile). 5Y return: 10.15% (lower mid). Point 6 3Y return: 17.16% (upper mid). 3Y return: 10.37% (bottom quartile). 3Y return: 7.32% (bottom quartile). 3Y return: 17.28% (top quartile). 3Y return: 13.83% (lower mid). Point 7 1Y return: 1.90% (lower mid). 1Y return: -2.10% (bottom quartile). 1Y return: -4.09% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 6.93% (upper mid). Point 8 Alpha: 1.30 (upper mid). Alpha: -0.77 (bottom quartile). Alpha: -0.27 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 7.21 (top quartile). Point 9 Sharpe: 0.13 (lower mid). Sharpe: 0.02 (bottom quartile). Sharpe: -0.15 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.50 (upper mid). Point 10 Information ratio: 0.71 (upper mid). Information ratio: -0.03 (bottom quartile). Information ratio: -0.59 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 1.48 (top quartile). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity 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 ₹45.1806
↓ -0.73 ₹4,747 500 -0.2 8.3 3.8 11.5 10.4 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹148.836
↓ -1.78 ₹7,005 500 -2.4 5 -0.7 8.2 9.7 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹58.91
↓ -0.91 ₹14,543 500 -2.3 5.4 -1.6 9.8 6.8 9.3 DSP Tax Saver Fund Growth ₹131.681
↓ -2.16 ₹16,666 500 -3.9 2.7 -3.2 11.6 10.2 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 28 Sep 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 (₹4,747 Cr). Lower mid AUM (₹7,005 Cr). Upper mid AUM (₹14,543 Cr). Highest AUM (₹16,666 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: 10.40% (upper mid). 5Y return: 9.68% (bottom quartile). 5Y return: 6.82% (bottom quartile). 5Y return: 10.22% (lower mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 11.45% (lower mid). 3Y return: 8.23% (bottom quartile). 3Y return: 9.85% (bottom quartile). 3Y return: 11.61% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 3.85% (upper mid). 1Y return: -0.74% (lower mid). 1Y return: -1.58% (bottom quartile). 1Y return: -3.21% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: 6.01 (top quartile). Alpha: -0.02 (lower mid). Alpha: -1.26 (bottom quartile). Alpha: -1.36 (bottom quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: 0.40 (upper mid). Sharpe: 0.03 (lower mid). Sharpe: -0.01 (bottom quartile). Sharpe: -0.01 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 0.18 (upper mid). Information ratio: -0.92 (bottom quartile). Information ratio: -0.23 (bottom quartile). Information ratio: 0.37 (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 ₹19.5416
↓ -0.37 ₹293 500 1.4 11.9 -0.2 10.6 11 -1.9 SBI Bluechip Fund Growth ₹89.3962
↓ -1.33 ₹55,140 500 -3.9 3.7 -1.6 8.3 7.8 9.7 Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20 ₹96 500 -8 -14.5 -2.6 10 7 Indiabulls Blue Chip Fund Growth ₹41.01
↓ -0.61 ₹137 500 -2.7 2.8 -3.5 8.9 7.3 7.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹494.88
↓ -7.61 ₹29,711 100 -1.9 3.3 -4.5 8.6 7.7 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Core 11 Fund SBI Bluechip Fund Essel Large Cap Equity Fund Indiabulls Blue Chip Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Lower mid AUM (₹293 Cr). Highest AUM (₹55,140 Cr). Bottom quartile AUM (₹96 Cr). Bottom quartile AUM (₹137 Cr). Upper mid AUM (₹29,711 Cr). Point 2 Established history (18+ yrs). Established history (20+ yrs). Established history (15+ yrs). Established history (14+ yrs). Oldest track record among peers (24 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: 10.98% (top quartile). 5Y return: 7.77% (upper mid). 5Y return: 7.00% (bottom quartile). 5Y return: 7.26% (bottom quartile). 5Y return: 7.67% (lower mid). Point 6 3Y return: 10.55% (top quartile). 3Y return: 8.32% (bottom quartile). 3Y return: 10.00% (upper mid). 3Y return: 8.86% (lower mid). 3Y return: 8.56% (bottom quartile). Point 7 1Y return: -0.16% (top quartile). 1Y return: -1.61% (upper mid). 1Y return: -2.56% (lower mid). 1Y return: -3.55% (bottom quartile). 1Y return: -4.47% (bottom quartile). Point 8 Alpha: 2.82 (top quartile). Alpha: 1.27 (upper mid). Alpha: -3.02 (bottom quartile). Alpha: 0.65 (lower mid). Alpha: -0.85 (bottom quartile). Point 9 Sharpe: 0.17 (top quartile). Sharpe: -0.05 (lower mid). Sharpe: 0.10 (upper mid). Sharpe: -0.09 (bottom quartile). Sharpe: -0.18 (bottom quartile). Point 10 Information ratio: 0.08 (upper mid). Information ratio: -0.19 (bottom quartile). Information ratio: -0.82 (bottom quartile). Information ratio: 0.10 (top quartile). Information ratio: -0.06 (lower mid). JM Core 11 Fund
SBI Bluechip Fund
Essel Large Cap Equity Fund
Indiabulls Blue Chip Fund
Aditya Birla Sun Life Frontline 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 (%) Taurus Discovery (Midcap) Fund Growth ₹126
↓ -2.37 ₹140 1,000 8.9 19.2 6 9.7 11.7 0.8 Sundaram Mid Cap Fund Growth ₹1,429.13
↓ -22.74 ₹14,863 100 -1 9.7 5.2 16.7 15.4 4.1 Kotak Emerging Equity Scheme Growth ₹139.55
↓ -2.53 ₹71,256 1,000 -1.3 11.6 3.8 16 15 1.8 BNP Paribas Mid Cap Fund Growth ₹106.836
↓ -1.86 ₹2,658 300 -1.4 9.6 7.9 14.8 13.3 2.5 Aditya Birla Sun Life Midcap Fund Growth ₹817.43
↓ -12.30 ₹6,966 1,000 -0.2 14.2 6.1 13.7 12.5 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Taurus Discovery (Midcap) Fund Sundaram Mid Cap Fund Kotak Emerging Equity Scheme BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund Point 1 Bottom quartile AUM (₹140 Cr). Upper mid AUM (₹14,863 Cr). Highest AUM (₹71,256 Cr). Bottom quartile AUM (₹2,658 Cr). Lower mid AUM (₹6,966 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (24+ yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (24+ 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: 11.72% (bottom quartile). 5Y return: 15.41% (top quartile). 5Y return: 15.01% (upper mid). 5Y return: 13.33% (lower mid). 5Y return: 12.45% (bottom quartile). Point 6 3Y return: 9.65% (bottom quartile). 3Y return: 16.73% (top quartile). 3Y return: 16.01% (upper mid). 3Y return: 14.84% (lower mid). 3Y return: 13.71% (bottom quartile). Point 7 1Y return: 5.95% (lower mid). 1Y return: 5.17% (bottom quartile). 1Y return: 3.76% (bottom quartile). 1Y return: 7.94% (top quartile). 1Y return: 6.14% (upper mid). Point 8 Alpha: -4.44 (bottom quartile). Alpha: -1.08 (lower mid). Alpha: -2.26 (bottom quartile). Alpha: 2.09 (top quartile). Alpha: -0.53 (upper mid). Point 9 Sharpe: 0.24 (bottom quartile). Sharpe: 0.43 (lower mid). Sharpe: 0.36 (bottom quartile). Sharpe: 0.62 (top quartile). Sharpe: 0.46 (upper mid). Point 10 Information ratio: -1.24 (bottom quartile). Information ratio: 0.50 (top quartile). Information ratio: 0.06 (upper mid). Information ratio: -0.14 (lower mid). Information ratio: -0.35 (bottom quartile). Taurus Discovery (Midcap) Fund
Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
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 ₹98.4615
↓ -1.68 ₹6,226 1,000 6.2 26 18 15 12.8 -3.7 SBI Small Cap Fund Growth ₹181.324
↓ -2.61 ₹42,631 500 4 20.7 6.8 11 13.1 -4.9 DSP Small Cap Fund Growth ₹228.402
↓ -3.01 ₹21,659 500 6.9 26.6 17.6 17.2 17 -2.8 Nippon India Small Cap Fund Growth ₹181.12
↓ -2.90 ₹82,580 100 2.4 20.2 8.8 14.9 17.7 -4.7 Franklin India Smaller Companies Fund Growth ₹173.961
↓ -2.42 ₹14,746 500 16.7 4.4 12.3 14.5 -8.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 (₹6,226 Cr). Upper mid AUM (₹42,631 Cr). Lower mid AUM (₹21,659 Cr). Highest AUM (₹82,580 Cr). Bottom quartile AUM (₹14,746 Cr). Point 2 Established history (19+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (16+ 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: 12.78% (bottom quartile). 5Y return: 13.10% (bottom quartile). 5Y return: 17.04% (upper mid). 5Y return: 17.71% (top quartile). 5Y return: 14.55% (lower mid). Point 6 3Y return: 15.01% (upper mid). 3Y return: 11.05% (bottom quartile). 3Y return: 17.18% (top quartile). 3Y return: 14.85% (lower mid). 3Y return: 12.31% (bottom quartile). Point 7 1Y return: 17.98% (top quartile). 1Y return: 6.83% (bottom quartile). 1Y return: 17.64% (upper mid). 1Y return: 8.82% (lower mid). 1Y return: 4.43% (bottom quartile). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 1.92 (upper mid). Alpha: 9.89 (top quartile). Alpha: 1.64 (lower mid). Alpha: -2.91 (bottom quartile). Point 9 Sharpe: 0.84 (top quartile). Sharpe: 0.35 (bottom quartile). Sharpe: 0.71 (upper mid). Sharpe: 0.44 (lower mid). Sharpe: 0.22 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: -0.31 (bottom quartile). Information ratio: 0.47 (top quartile). Information ratio: -0.15 (lower mid). Information ratio: -0.59 (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 ₹107.219
↓ -0.13 ₹2,574 500 1.7 2.9 15.7 18.6 15.5 17.5 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.38
↓ -1.05 ₹3,668 1,000 -5 4.3 0.2 8.3 8.6 17.5 Franklin Build India Fund Growth ₹136.429
↓ -2.40 ₹3,152 500 -6.5 0.9 -2.1 15.2 16.8 3.7 Bandhan Infrastructure Fund Growth ₹47.166
↓ -0.84 ₹1,500 100 -4.5 9.8 -3.5 14.2 15.3 -6.9 ICICI Prudential Banking and Financial Services Fund Growth ₹125.97
↓ -1.72 ₹11,229 100 -3.9 3.7 -3.7 8.6 8.2 15.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 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 Bandhan Infrastructure Fund ICICI Prudential Banking and Financial Services Fund Point 1 Bottom quartile AUM (₹2,574 Cr). Upper mid AUM (₹3,668 Cr). Lower mid AUM (₹3,152 Cr). Bottom quartile AUM (₹1,500 Cr). Highest AUM (₹11,229 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (15+ yrs). Established history (18+ 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: 15.47% (upper mid). 5Y return: 8.61% (bottom quartile). 5Y return: 16.79% (top quartile). 5Y return: 15.28% (lower mid). 5Y return: 8.17% (bottom quartile). Point 6 3Y return: 18.58% (top quartile). 3Y return: 8.30% (bottom quartile). 3Y return: 15.21% (upper mid). 3Y return: 14.25% (lower mid). 3Y return: 8.57% (bottom quartile). Point 7 1Y return: 15.69% (top quartile). 1Y return: 0.23% (upper mid). 1Y return: -2.13% (lower mid). 1Y return: -3.50% (bottom quartile). 1Y return: -3.74% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 5.69 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -3.59 (bottom quartile). Point 9 Sharpe: 1.21 (top quartile). Sharpe: 0.28 (upper mid). Sharpe: -0.04 (lower mid). Sharpe: -0.13 (bottom quartile). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.04 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.32 (bottom quartile). DSP Natural Resources and New Energy Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Franklin Build India Fund
Bandhan Infrastructure Fund
ICICI Prudential Banking and Financial Services 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 ₹53.83
↓ -0.76 ₹11,424 500 1.4 11.3 -1.2 8.8 2.4 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹140.592
↓ -2.09 ₹7,971 1,000 -0.8 5 2.1 11.5 8.7 10.1 Motilal Oswal Focused 25 Fund Growth ₹52.8391
↓ -0.71 ₹1,827 500 9.9 29.4 25.1 13.9 9.3 -1.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 DSP Focus Fund Growth ₹53.168
↓ -0.66 ₹2,671 500 -2 7.5 -0.6 11.7 8.9 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Motilal Oswal Focused 25 Fund Sundaram Select Focus Fund DSP Focus Fund Point 1 Highest AUM (₹11,424 Cr). Upper mid AUM (₹7,971 Cr). Bottom quartile AUM (₹1,827 Cr). Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹2,671 Cr). Point 2 Established history (14+ yrs). Established history (20+ yrs). Established history (13+ yrs). Oldest track record among peers (24 yrs). Established history (16+ 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: 2.43% (bottom quartile). 5Y return: 8.73% (bottom quartile). 5Y return: 9.27% (upper mid). 5Y return: 17.29% (top quartile). 5Y return: 8.93% (lower mid). Point 6 3Y return: 8.84% (bottom quartile). 3Y return: 11.46% (bottom quartile). 3Y return: 13.94% (upper mid). 3Y return: 17.03% (top quartile). 3Y return: 11.68% (lower mid). Point 7 1Y return: -1.18% (bottom quartile). 1Y return: 2.12% (lower mid). 1Y return: 25.05% (top quartile). 1Y return: 24.49% (upper mid). 1Y return: -0.61% (bottom quartile). Point 8 Alpha: 1.21 (bottom quartile). Alpha: 2.11 (upper mid). Alpha: 21.70 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: 1.70 (lower mid). Point 9 Sharpe: 0.13 (bottom quartile). Sharpe: 0.20 (lower mid). Sharpe: 1.22 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: 0.16 (bottom quartile). Point 10 Information ratio: -0.18 (bottom quartile). Information ratio: 0.27 (top quartile). Information ratio: 0.14 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.20 (upper mid). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Motilal Oswal Focused 25 Fund
Sundaram Select Focus Fund
DSP Focus 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 ₹340.156
↓ -5.22 ₹8,656 150 0.3 4.8 0 11.8 11.7 3.7 JM Value Fund Growth ₹94.8538
↓ -1.60 ₹817 500 1.8 14.4 -1 11.5 13.5 -4.4 Aditya Birla Sun Life Pure Value Fund Growth ₹134.125
↓ -2.45 ₹6,925 1,000 2.7 14.7 11.4 13.5 13.1 2.6 HDFC Capital Builder Value Fund Growth ₹766.549
↓ -11.29 ₹8,266 300 1.2 10.8 5.1 15 12.5 8.6 Bandhan Sterling Value Fund Growth ₹142.106
↓ -1.72 ₹10,051 100 -2.3 4.5 -1.8 9 11.3 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 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 (₹8,656 Cr). Bottom quartile AUM (₹817 Cr). Bottom quartile AUM (₹6,925 Cr). Lower mid AUM (₹8,266 Cr). Highest AUM (₹10,051 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: 11.74% (bottom quartile). 5Y return: 13.48% (top quartile). 5Y return: 13.09% (upper mid). 5Y return: 12.46% (lower mid). 5Y return: 11.27% (bottom quartile). Point 6 3Y return: 11.82% (lower mid). 3Y return: 11.47% (bottom quartile). 3Y return: 13.50% (upper mid). 3Y return: 15.04% (top quartile). 3Y return: 8.98% (bottom quartile). Point 7 1Y return: -0.04% (lower mid). 1Y return: -0.96% (bottom quartile). 1Y return: 11.40% (top quartile). 1Y return: 5.11% (upper mid). 1Y return: -1.83% (bottom quartile). Point 8 Alpha: 1.44 (lower mid). Alpha: -0.43 (bottom quartile). Alpha: 11.48 (top quartile). Alpha: 5.61 (upper mid). Alpha: -1.65 (bottom quartile). Point 9 Sharpe: 0.16 (lower mid). Sharpe: 0.01 (bottom quartile). Sharpe: 0.70 (top quartile). Sharpe: 0.38 (upper mid). Sharpe: -0.07 (bottom quartile). Point 10 Information ratio: 0.31 (lower mid). Information ratio: 0.02 (bottom quartile). Information ratio: 0.47 (upper mid). Information ratio: 1.76 (top quartile). Information ratio: -0.64 (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 (%) Templeton India Equity Income Fund Growth ₹133.652
↑ 0.26 ₹2,280 500 -1.6 2.4 -2.3 10.3 11.5 1.7 ICICI Prudential Dividend Yield Equity Fund Growth ₹50.06
↓ -0.76 ₹6,712 100 -4.7 0.2 -4.3 13.1 14.5 11.8 Aditya Birla Sun Life Dividend Yield Fund Growth ₹445.68
↑ 1.45 ₹1,475 1,000 -0.4 4.4 1.7 11 11.9 2.3 UTI Dividend Yield Fund Growth ₹169.471
↓ -2.05 ₹3,772 500 -2.4 2.1 -2.6 11.7 9.3 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Templeton India Equity Income Fund ICICI Prudential Dividend Yield Equity Fund Aditya Birla Sun Life Dividend Yield Fund UTI Dividend Yield Fund Point 1 Lower mid AUM (₹2,280 Cr). Highest AUM (₹6,712 Cr). Bottom quartile AUM (₹1,475 Cr). Upper mid AUM (₹3,772 Cr). Point 2 Established history (20+ yrs). Established history (12+ 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: 11.49% (lower mid). 5Y return: 14.52% (top quartile). 5Y return: 11.92% (upper mid). 5Y return: 9.31% (bottom quartile). Point 6 3Y return: 10.29% (bottom quartile). 3Y return: 13.12% (top quartile). 3Y return: 11.01% (lower mid). 3Y return: 11.68% (upper mid). Point 7 1Y return: -2.30% (upper mid). 1Y return: -4.33% (bottom quartile). 1Y return: 1.70% (top quartile). 1Y return: -2.62% (lower mid). Point 8 Alpha: -3.55 (bottom quartile). Alpha: -3.31 (lower mid). Alpha: 2.44 (top quartile). Alpha: -3.18 (upper mid). Point 9 Sharpe: -0.19 (bottom quartile). Sharpe: -0.16 (upper mid). Sharpe: 0.22 (top quartile). Sharpe: -0.17 (lower mid). Point 10 Information ratio: -0.06 (bottom quartile). Information ratio: 0.74 (top quartile). Information ratio: 0.20 (lower mid). Information ratio: 0.30 (upper mid). Templeton India Equity Income Fund
ICICI Prudential Dividend Yield Equity Fund
Aditya Birla Sun Life Dividend Yield Fund
UTI Dividend Yield Fund
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