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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 (%) Kotak Standard Multicap Fund Growth ₹79.434
↑ 0.09 ₹56,853 500 -8.1 -7.7 4.2 15.3 12.2 9.5 Mirae Asset India Equity Fund Growth ₹103.678
↑ 0.46 ₹40,184 1,000 -11.6 -9.9 0.3 11.4 9.6 10.2 Motilal Oswal Multicap 35 Fund Growth ₹52.4975
↑ 0.15 ₹12,890 500 -14.1 -17.9 -6.6 19.3 10.6 -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 ₹1,711.33
↑ 10.68 ₹25,207 100 -9.3 -6.4 5.3 16.9 13 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Highest AUM (₹56,853 Cr). Upper mid AUM (₹40,184 Cr). Bottom quartile AUM (₹12,890 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹25,207 Cr). Point 2 Established history (16+ yrs). Established history (17+ yrs). Established history (11+ 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: 12.18% (lower mid). 5Y return: 9.61% (bottom quartile). 5Y return: 10.63% (bottom quartile). 5Y return: 13.57% (top quartile). 5Y return: 13.01% (upper mid). Point 6 3Y return: 15.26% (bottom quartile). 3Y return: 11.37% (bottom quartile). 3Y return: 19.29% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 16.85% (lower mid). Point 7 1Y return: 4.17% (lower mid). 1Y return: 0.33% (bottom quartile). 1Y return: -6.63% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 5.29% (upper mid). Point 8 Alpha: 3.98 (top quartile). Alpha: -0.29 (bottom quartile). Alpha: -11.42 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.94 (upper mid). Point 9 Sharpe: 1.34 (upper mid). Sharpe: 0.95 (bottom quartile). Sharpe: 0.13 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 1.28 (lower mid). Point 10 Information ratio: 0.11 (lower mid). Information ratio: -0.87 (bottom quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.64 (top quartile). Kotak Standard Multicap Fund
Mirae Asset India Equity 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 ₹42.0512
↑ 0.20 ₹4,674 500 -8.5 -6.4 3.9 15.1 12.6 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹143.014
↑ 0.66 ₹7,056 500 -9.5 -7.6 2.1 13.9 13.9 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹56.14
↑ 0.27 ₹14,788 500 -10.2 -9.5 4 14.2 8 9.3 DSP Tax Saver Fund Growth ₹129.402
↑ 0.24 ₹17,250 500 -10.1 -7.8 0.4 17.8 14.9 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 20 Mar 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 (₹4,674 Cr). Lower mid AUM (₹7,056 Cr). Upper mid AUM (₹14,788 Cr). Highest AUM (₹17,250 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: 12.59% (bottom quartile). 5Y return: 13.91% (lower mid). 5Y return: 8.05% (bottom quartile). 5Y return: 14.90% (upper mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 15.07% (lower mid). 3Y return: 13.87% (bottom quartile). 3Y return: 14.18% (bottom quartile). 3Y return: 17.84% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 3.90% (lower mid). 1Y return: 2.05% (bottom quartile). 1Y return: 3.96% (upper mid). 1Y return: 0.37% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: 2.29 (top quartile). Alpha: -0.03 (bottom quartile). Alpha: 2.15 (upper mid). Alpha: 1.05 (bottom quartile). Alpha: 1.75 (lower mid). Point 9 Sharpe: 1.18 (lower mid). Sharpe: 0.99 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 1.08 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.21 (lower mid). Information ratio: -0.45 (bottom quartile). Information ratio: -0.63 (bottom quartile). Information ratio: 0.87 (top quartile). Information ratio: -0.15 (upper 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 (%) Indiabulls Blue Chip Fund Growth ₹39.95
↑ 0.18 ₹132 500 -9.4 -8.8 2.9 12.6 10 7.5 Nippon India Large Cap Fund Growth ₹84.5364
↑ 0.25 ₹51,404 100 -9.7 -9.5 2.6 16.9 15.7 9.2 ICICI Prudential Bluechip Fund Growth ₹103.05
↑ 0.41 ₹77,452 100 -10.3 -8.4 1.7 15.8 13.8 11.3 SBI Bluechip Fund Growth ₹86.6324
↑ 0.34 ₹55,246 500 -9.5 -7.8 1.6 12.6 10.8 9.7 Aditya Birla Sun Life Frontline Equity Fund Growth ₹481.96
↑ 2.42 ₹30,094 100 -11.5 -10 -0.1 13.3 11.4 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Indiabulls Blue Chip Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Bottom quartile AUM (₹132 Cr). Lower mid AUM (₹51,404 Cr). Highest AUM (₹77,452 Cr). Upper mid AUM (₹55,246 Cr). Bottom quartile AUM (₹30,094 Cr). Point 2 Established history (14+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (23 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.95% (bottom quartile). 5Y return: 15.74% (top quartile). 5Y return: 13.79% (upper mid). 5Y return: 10.83% (bottom quartile). 5Y return: 11.37% (lower mid). Point 6 3Y return: 12.60% (bottom quartile). 3Y return: 16.87% (top quartile). 3Y return: 15.85% (upper mid). 3Y return: 12.56% (bottom quartile). 3Y return: 13.30% (lower mid). Point 7 1Y return: 2.94% (top quartile). 1Y return: 2.58% (upper mid). 1Y return: 1.67% (lower mid). 1Y return: 1.61% (bottom quartile). 1Y return: -0.14% (bottom quartile). Point 8 Alpha: 3.10 (top quartile). Alpha: 2.67 (upper mid). Alpha: 0.83 (bottom quartile). Alpha: 1.97 (lower mid). Alpha: -1.27 (bottom quartile). Point 9 Sharpe: 1.27 (top quartile). Sharpe: 1.23 (upper mid). Sharpe: 1.07 (bottom quartile). Sharpe: 1.17 (lower mid). Sharpe: 0.86 (bottom quartile). Point 10 Information ratio: -0.23 (bottom quartile). Information ratio: 1.27 (top quartile). Information ratio: 0.92 (upper mid). Information ratio: -0.32 (bottom quartile). Information ratio: -0.13 (lower mid). Indiabulls Blue Chip Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip 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 (%) Kotak Emerging Equity Scheme Growth ₹125.934
↑ 0.31 ₹61,694 1,000 -7.3 -10.3 8 19.5 17.4 1.8 Sundaram Mid Cap Fund Growth ₹1,308.76
↑ 5.75 ₹13,235 100 -8.4 -7.7 7.6 23 18 4.1 Taurus Discovery (Midcap) Fund Growth ₹107.72
↑ 0.78 ₹123 1,000 -11 -13.5 1 14.2 12.5 0.8 HDFC Mid-Cap Opportunities Fund Growth ₹185.306
↑ 1.19 ₹94,257 300 -8.7 -6.6 8.1 23.5 20.6 6.8 Edelweiss Mid Cap Fund Growth ₹95.134
↑ 0.25 ₹14,355 500 -8.4 -7.6 7.4 23.9 19.6 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Upper mid AUM (₹61,694 Cr). Bottom quartile AUM (₹13,235 Cr). Bottom quartile AUM (₹123 Cr). Highest AUM (₹94,257 Cr). Lower mid AUM (₹14,355 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (18+ 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: Moderately High. Risk profile: High. Point 5 5Y return: 17.40% (bottom quartile). 5Y return: 17.96% (lower mid). 5Y return: 12.48% (bottom quartile). 5Y return: 20.62% (top quartile). 5Y return: 19.55% (upper mid). Point 6 3Y return: 19.46% (bottom quartile). 3Y return: 22.99% (lower mid). 3Y return: 14.18% (bottom quartile). 3Y return: 23.47% (upper mid). 3Y return: 23.92% (top quartile). Point 7 1Y return: 8.05% (upper mid). 1Y return: 7.63% (lower mid). 1Y return: 0.96% (bottom quartile). 1Y return: 8.15% (top quartile). 1Y return: 7.40% (bottom quartile). Point 8 Alpha: 3.15 (upper mid). Alpha: 2.64 (lower mid). Alpha: -6.79 (bottom quartile). Alpha: 3.83 (top quartile). Alpha: 1.12 (bottom quartile). Point 9 Sharpe: 1.43 (lower mid). Sharpe: 1.49 (upper mid). Sharpe: 0.74 (bottom quartile). Sharpe: 1.65 (top quartile). Sharpe: 1.33 (bottom quartile). Point 10 Information ratio: -0.48 (bottom quartile). Information ratio: 0.16 (lower mid). Information ratio: -1.72 (bottom quartile). Information ratio: 0.45 (top quartile). Information ratio: 0.33 (upper mid). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap 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 ₹78.6349
↑ 0.25 ₹4,882 1,000 -7.2 -9.4 5.5 17 13.3 -3.7 SBI Small Cap Fund Growth ₹151.753
↑ 0.62 ₹34,932 500 -8.8 -13.6 -2.3 12.2 14.2 -4.9 DSP Small Cap Fund Growth ₹180.788
↑ 0.57 ₹16,886 500 -7.2 -9.6 6.2 18.5 18.3 -2.8 HDFC Small Cap Fund Growth ₹122.967
↑ 0.37 ₹37,424 300 -11 -15.6 3.7 16.1 18.8 -0.6 Nippon India Small Cap Fund Growth ₹151.921
↑ 0.48 ₹67,642 100 -7.8 -11.9 1.8 19.2 21.1 -4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund HDFC Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹4,882 Cr). Lower mid AUM (₹34,932 Cr). Bottom quartile AUM (₹16,886 Cr). Upper mid AUM (₹37,424 Cr). Highest AUM (₹67,642 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (15+ 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: 13.25% (bottom quartile). 5Y return: 14.17% (bottom quartile). 5Y return: 18.26% (lower mid). 5Y return: 18.77% (upper mid). 5Y return: 21.11% (top quartile). Point 6 3Y return: 17.00% (lower mid). 3Y return: 12.18% (bottom quartile). 3Y return: 18.51% (upper mid). 3Y return: 16.07% (bottom quartile). 3Y return: 19.20% (top quartile). Point 7 1Y return: 5.46% (upper mid). 1Y return: -2.30% (bottom quartile). 1Y return: 6.15% (top quartile). 1Y return: 3.67% (lower mid). 1Y return: 1.77% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.58 (top quartile). Point 9 Sharpe: 0.95 (top quartile). Sharpe: 0.34 (bottom quartile). Sharpe: 0.90 (upper mid). Sharpe: 0.86 (lower mid). Sharpe: 0.76 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.10 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
HDFC Small Cap Fund
Nippon India Small Cap 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 ₹104.144
↓ -1.66 ₹1,990 500 8.1 12.4 24.2 22.8 20.2 17.5 Franklin Build India Fund Growth ₹136.521
↑ 0.29 ₹3,174 500 -3.7 -4.9 7.5 25.1 22.2 3.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹57.37
↓ -0.18 ₹3,673 1,000 -10.2 -5.8 5.8 15.5 11.3 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹122.59
↓ -0.73 ₹10,886 100 -11.2 -8.5 2.4 13.5 10.9 15.9 Bandhan Infrastructure Fund Growth ₹43.866
↑ 0.23 ₹1,469 100 -8 -13.6 -2.5 21.1 19.4 -6.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Franklin Build India Fund Aditya Birla Sun Life Banking And Financial Services Fund ICICI Prudential Banking and Financial Services Fund Bandhan Infrastructure Fund Point 1 Bottom quartile AUM (₹1,990 Cr). Lower mid AUM (₹3,174 Cr). Upper mid AUM (₹3,673 Cr). Highest AUM (₹10,886 Cr). Bottom quartile AUM (₹1,469 Cr). Point 2 Oldest track record among peers (17 yrs). Established history (16+ yrs). Established history (12+ 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: 20.24% (upper mid). 5Y return: 22.17% (top quartile). 5Y return: 11.35% (bottom quartile). 5Y return: 10.90% (bottom quartile). 5Y return: 19.39% (lower mid). Point 6 3Y return: 22.85% (upper mid). 3Y return: 25.13% (top quartile). 3Y return: 15.52% (bottom quartile). 3Y return: 13.48% (bottom quartile). 3Y return: 21.06% (lower mid). Point 7 1Y return: 24.22% (top quartile). 1Y return: 7.54% (upper mid). 1Y return: 5.85% (lower mid). 1Y return: 2.38% (bottom quartile). 1Y return: -2.52% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 1.16 (top quartile). Alpha: -1.02 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 2.40 (top quartile). Sharpe: 1.51 (upper mid). Sharpe: 1.34 (lower mid). Sharpe: 1.11 (bottom quartile). Sharpe: 0.60 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.24 (top quartile). Information ratio: -0.06 (bottom quartile). Information ratio: 0.00 (bottom quartile). DSP Natural Resources and New Energy Fund
Franklin Build India Fund
Aditya Birla Sun Life Banking And Financial Services 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 ₹48.67
↑ 0.25 ₹11,305 500 -10.8 -13.6 -3.4 10.8 5.2 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹134.336
↑ 0.73 ₹7,971 1,000 -9.6 -6 3.2 15.8 12.2 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 ₹40.6743
↑ 0.39 ₹1,454 500 -7.8 -7 7.8 9.6 6.7 -1.7 HDFC Focused 30 Fund Growth ₹215.988
↑ 0.20 ₹27,136 300 -8.8 -9 2.4 18.7 19.4 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 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 (₹11,305 Cr). Lower mid AUM (₹7,971 Cr). Bottom quartile AUM (₹1,354 Cr). Bottom quartile AUM (₹1,454 Cr). Highest AUM (₹27,136 Cr). Point 2 Established history (13+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (12+ 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: 5.19% (bottom quartile). 5Y return: 12.23% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 6.68% (bottom quartile). 5Y return: 19.42% (top quartile). Point 6 3Y return: 10.76% (bottom quartile). 3Y return: 15.80% (lower mid). 3Y return: 17.03% (upper mid). 3Y return: 9.60% (bottom quartile). 3Y return: 18.66% (top quartile). Point 7 1Y return: -3.38% (bottom quartile). 1Y return: 3.22% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 7.81% (upper mid). 1Y return: 2.40% (bottom quartile). Point 8 Alpha: -6.09 (bottom quartile). Alpha: 0.67 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 1.80 (upper mid). Alpha: 3.77 (top quartile). Point 9 Sharpe: 0.46 (bottom quartile). Sharpe: 1.02 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.91 (bottom quartile). Sharpe: 1.45 (upper mid). Point 10 Information ratio: -1.02 (bottom quartile). Information ratio: -0.07 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: -0.76 (bottom quartile). Information ratio: 0.94 (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 ₹329.128
↑ 1.94 ₹8,774 150 -8.3 -6.2 3.7 17.8 14.9 3.7 JM Value Fund Growth ₹83.6187
↑ 0.39 ₹858 500 -12.6 -16 -5.8 16.1 14.8 -4.4 HDFC Capital Builder Value Fund Growth ₹694.925
↑ 2.43 ₹7,413 300 -9.3 -7.6 5 17.4 14.8 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹118.02
↑ 0.62 ₹6,259 1,000 -7.9 -5.6 3.4 19 15 2.6 Templeton India Value Fund Growth ₹669.258
↑ 2.22 ₹2,257 500 -9.4 -7.1 2.3 15.4 15.9 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund Templeton India Value Fund Point 1 Highest AUM (₹8,774 Cr). Bottom quartile AUM (₹858 Cr). Upper mid AUM (₹7,413 Cr). Lower mid AUM (₹6,259 Cr). Bottom quartile AUM (₹2,257 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (32 yrs). Established history (18+ yrs). Established history (29+ 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: 14.90% (lower mid). 5Y return: 14.77% (bottom quartile). 5Y return: 14.82% (bottom quartile). 5Y return: 14.96% (upper mid). 5Y return: 15.92% (top quartile). Point 6 3Y return: 17.76% (upper mid). 3Y return: 16.11% (bottom quartile). 3Y return: 17.43% (lower mid). 3Y return: 19.00% (top quartile). 3Y return: 15.35% (bottom quartile). Point 7 1Y return: 3.69% (upper mid). 1Y return: -5.77% (bottom quartile). 1Y return: 5.03% (top quartile). 1Y return: 3.36% (lower mid). 1Y return: 2.28% (bottom quartile). Point 8 Alpha: 0.08 (bottom quartile). Alpha: -6.77 (bottom quartile). Alpha: 3.01 (top quartile). Alpha: 0.13 (lower mid). Alpha: 0.83 (upper mid). Point 9 Sharpe: 1.00 (lower mid). Sharpe: 0.35 (bottom quartile). Sharpe: 1.27 (top quartile). Sharpe: 0.96 (bottom quartile). Sharpe: 1.02 (upper mid). Point 10 Information ratio: 0.62 (upper mid). Information ratio: 0.26 (bottom quartile). Information ratio: 1.02 (top quartile). Information ratio: 0.56 (lower mid). Information ratio: 0.12 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure Value Fund
Templeton India 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 ₹50.24
↑ 0.12 ₹6,531 100 -7.6 -6.4 4.3 20.4 20.1 11.8 Templeton India Equity Income Fund Growth ₹130.146
↓ -3.46 ₹2,409 500 -6.2 -6.1 -0.1 14 15.6 1.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹424.46
↓ -11.62 ₹1,495 1,000 -6.9 -5 4 16.9 16.8 2.3 UTI Dividend Yield Fund Growth ₹167.838
↑ 0.53 ₹3,880 500 -7.2 -6.6 2.9 18.1 15 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 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 (₹6,531 Cr). Lower mid AUM (₹2,409 Cr). Bottom quartile AUM (₹1,495 Cr). Upper mid AUM (₹3,880 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (20+ 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: 20.08% (top quartile). 5Y return: 15.58% (lower mid). 5Y return: 16.85% (upper mid). 5Y return: 15.04% (bottom quartile). Point 6 3Y return: 20.35% (top quartile). 3Y return: 14.02% (bottom quartile). 3Y return: 16.92% (lower mid). 3Y return: 18.06% (upper mid). Point 7 1Y return: 4.25% (top quartile). 1Y return: -0.11% (bottom quartile). 1Y return: 3.98% (upper mid). 1Y return: 2.90% (lower mid). Point 8 Alpha: 3.68 (top quartile). Alpha: -0.45 (bottom quartile). Alpha: 1.86 (lower mid). Alpha: 1.91 (upper mid). Point 9 Sharpe: 1.39 (top quartile). Sharpe: 0.76 (bottom quartile). Sharpe: 1.01 (lower mid). Sharpe: 1.24 (upper mid). Point 10 Information ratio: 1.21 (top quartile). Information ratio: -0.05 (bottom quartile). Information ratio: 0.35 (lower mid). Information ratio: 0.63 (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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