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ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ ઇક્વિટી ફંડ

શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022 - 2023

Updated on August 7, 2025 , 59458 views

ઇક્વિટી ફંડ એ એક મ્યુચ્યુઅલ ફંડ છે જે મુખ્યત્વે શેરોમાં રોકાણ કરે છે. તે સક્રિય અથવા નિષ્ક્રિય રીતે (ઇન્ડેક્સ ફંડ) મેનેજ કરી શકાય છે. આને સ્ટોક ફંડ તરીકે પણ ઓળખવામાં આવે છે.

Best Equity Funds

ઇક્વિટી ફંડ્સ જ્યારે પસંદગીનું વાહન હોવું જોઈએરોકાણ લાંબા ગાળાના ધ્યેયો માટે કારણ કે તેઓએ છેલ્લા કેટલાક વર્ષોમાં રોકાણકારો માટે ભારે નફો કર્યો છે. પરંતુ રોકાણકારો સમક્ષ વિશાળ પસંદગી હોવાથી, યોગ્ય ઇક્વિટી ફંડ પસંદ કરવું મહત્વપૂર્ણ બની જાય છે.

યોગ્ય ગુણાત્મક અને જથ્થાત્મક પગલાં (નીચે ચર્ચા કરેલ) સાથે, વ્યક્તિ આદર્શ રીતે શ્રેષ્ઠ ઇક્વિટી પસંદ કરી શકે છે.મ્યુચ્યુઅલ ફંડ રોકાણ કરવું.

ઇક્વિટી ફંડમાં શા માટે રોકાણ કરવું?

1. પ્રવાહિતા

તમામ મોટા એક્સચેન્જોમાં શેરોનો સક્રિયપણે વેપાર થતો હોવાથી, દરરોજ, આ ઇક્વિટી ફંડને અત્યંત પ્રવાહી રોકાણ બનાવે છે. તે રોકાણકારોને, તેના આધારે તેમના શેરો ખરીદવા અને વેચવાની સગવડ પૂરી પાડે છેબજાર પરિસ્થિતિ ઇક્વિટી મ્યુચ્યુઅલ ફંડમાં રોકાણ કરીને, પૈસા સામાન્ય રીતે તમારામાં જમા થાય છેબેંક 3 દિવસમાં એકાઉન્ટ.

2. ડિવિડન્ડ આવક

બ્લુ-ચિપ કંપનીઓમાં રોકાણ કરવાથી રોકાણકારોને સ્થિર કમાણી કરવામાં મદદ મળી શકે છેઆવક ડિવિડન્ડના સ્વરૂપમાં. આવી મોટાભાગની કંપનીઓ સામાન્ય રીતે બજારની અસ્થિર સ્થિતિમાં પણ નિયમિત ડિવિડન્ડ ચૂકવે છે, સામાન્ય રીતે ત્રિમાસિક ચૂકવવામાં આવે છે. વૈવિધ્યસભર પોર્ટફોલિયો રાખવાથી રોકાણકારોને વર્ષમાં સ્થિર ડિવિડન્ડની આવક મળી શકે છે.

3. પોર્ટફોલિયો વૈવિધ્યકરણ

શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ સાથે રોકાણકારો નિયમિતપણે રોકાણ કરીને તેમના પોર્ટફોલિયોમાં વિવિધતા લાવી શકે છે. તેનો અર્થ એ છે કે તેઓ વિવિધ આર્થિક ક્ષેત્રોના શેરોમાં રોકાણ કરી શકે છે. તેથી, જો કોઈ ચોક્કસ શેરનું મૂલ્ય ઘટે તો પણ, બજારની સ્થિતિના આધારે અન્ય રોકાણકારોને તે નુકસાનની ભરપાઈ કરવામાં મદદ કરી શકે છે.

4. આદર્શ રોકાણ વાહન

ઘણી રીતે, ઇક્વિટી ફંડ એવા રોકાણકારો માટે આદર્શ રોકાણ વાહન છે કે જેઓ નાણાકીય રોકાણમાં સારી રીતે વાકેફ નથી અથવા તેમની પાસે મોટી રકમ નથી.પાટનગર જેની સાથે રોકાણ કરવું. તેઓ મોટાભાગના લોકો માટે વ્યવહારુ રોકાણ છે.

નાના વ્યક્તિગત રોકાણકારો માટે ઇક્વિટી ફંડને સૌથી યોગ્ય બનાવે છે તે લક્ષણો ફંડના પોર્ટફોલિયોના વૈવિધ્યકરણના પરિણામે જોખમમાં ઘટાડો અને ઇક્વિટી ફંડના શેરો મેળવવા માટે જરૂરી પ્રમાણમાં ઓછી મૂડી છે. વ્યક્તિ માટે મોટી માત્રામાં રોકાણ મૂડીની જરૂર પડશેરોકાણકાર ડાયરેક્ટ સ્ટોક હોલ્ડિંગના પોર્ટફોલિયોના વૈવિધ્યકરણ દ્વારા જોખમ ઘટાડવાની સમાન ડિગ્રી હાંસલ કરવા. નાના રોકાણકારોની મૂડીનું એકત્રીકરણ ઇક્વિટી ફંડને મોટી મૂડીની જરૂરિયાતો સાથે દરેક રોકાણકાર પર બોજ નાખ્યા વિના અસરકારક રીતે વૈવિધ્યીકરણ કરવાની મંજૂરી આપે છે.

ઇક્વિટી NAV

ઇક્વિટી ફંડની કિંમત ફંડની નેટ એસેટ વેલ્યુ પર આધારિત છે (નથી) તેની જવાબદારીઓ ઓછી. વધુ વૈવિધ્યસભર ફંડનો અર્થ એ છે કે એકંદર પોર્ટફોલિયો પર અને ઇક્વિટી ફંડના શેરની કિંમત પર વ્યક્તિગત શેરની પ્રતિકૂળ કિંમતની હિલચાલની ઓછી નકારાત્મક અસર પડે છે.

ઇક્વિટી ફંડ્સનું સંચાલન અનુભવી પ્રોફેશનલ પોર્ટફોલિયો મેનેજર દ્વારા કરવામાં આવે છે અને તેમની ભૂતકાળની કામગીરી જાહેર રેકોર્ડની બાબત છે. ઇક્વિટી ફંડ્સ માટેની પારદર્શિતા અને રિપોર્ટિંગ આવશ્યકતાઓ ભારતીય સિક્યોરિટી એક્સચેન્જ બોર્ડ દ્વારા ભારે રીતે નિયંત્રિત કરવામાં આવે છે (સેબી)

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ટોચના ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022

શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડને તેના પ્રકારો અનુસાર વર્ગીકૃત કરવામાં આવે છે-ELSS,લાર્જ કેપ ફંડ્સ,મિડ કેપ ફંડ્સ,સ્મોલ કેપ ફંડ્સ,વૈવિધ્યસભર ભંડોળ,ક્ષેત્ર ભંડોળ અનેસંતુલિત ભંડોળ.

5 શ્રેષ્ઠ લાર્જ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹88.6916
↓ -0.83
₹43,8293.85.62.319.124.318.2
ICICI Prudential Bluechip Fund Growth ₹108.1
↓ -0.96
₹72,3362.25.22.817.721.516.9
DSP TOP 100 Equity Growth ₹460.858
↓ -3.15
₹6,32303.32.317.118.320.5
HDFC Top 100 Fund Growth ₹1,109.55
↓ -11.72
₹38,9050.62.5-1.515.720.911.6
Invesco India Largecap Fund Growth ₹67.25
↓ -0.69
₹1,5582.44.20.915.518.420
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundDSP TOP 100 EquityHDFC Top 100 FundInvesco India Largecap Fund
Point 1Upper mid AUM (₹43,829 Cr).Highest AUM (₹72,336 Cr).Bottom quartile AUM (₹6,323 Cr).Lower mid AUM (₹38,905 Cr).Bottom quartile AUM (₹1,558 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Established history (22+ yrs).Oldest track record among peers (28 yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 24.29% (top quartile).5Y return: 21.46% (upper mid).5Y return: 18.26% (bottom quartile).5Y return: 20.89% (lower mid).5Y return: 18.44% (bottom quartile).
Point 63Y return: 19.09% (top quartile).3Y return: 17.70% (upper mid).3Y return: 17.14% (lower mid).3Y return: 15.74% (bottom quartile).3Y return: 15.45% (bottom quartile).
Point 71Y return: 2.32% (lower mid).1Y return: 2.78% (top quartile).1Y return: 2.34% (upper mid).1Y return: -1.55% (bottom quartile).1Y return: 0.95% (bottom quartile).
Point 8Alpha: 0.12 (bottom quartile).Alpha: 1.93 (lower mid).Alpha: 3.29 (top quartile).Alpha: -1.46 (bottom quartile).Alpha: 1.96 (upper mid).
Point 9Sharpe: 0.07 (bottom quartile).Sharpe: 0.14 (upper mid).Sharpe: 0.33 (top quartile).Sharpe: -0.11 (bottom quartile).Sharpe: 0.12 (lower mid).
Point 10Information ratio: 1.85 (top quartile).Information ratio: 1.10 (upper mid).Information ratio: 0.84 (lower mid).Information ratio: 0.66 (bottom quartile).Information ratio: 0.71 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹43,829 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.29% (top quartile).
  • 3Y return: 19.09% (top quartile).
  • 1Y return: 2.32% (lower mid).
  • Alpha: 0.12 (bottom quartile).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 1.85 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹72,336 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.46% (upper mid).
  • 3Y return: 17.70% (upper mid).
  • 1Y return: 2.78% (top quartile).
  • Alpha: 1.93 (lower mid).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: 1.10 (upper mid).

DSP TOP 100 Equity

  • Bottom quartile AUM (₹6,323 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.26% (bottom quartile).
  • 3Y return: 17.14% (lower mid).
  • 1Y return: 2.34% (upper mid).
  • Alpha: 3.29 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.84 (lower mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹38,905 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.89% (lower mid).
  • 3Y return: 15.74% (bottom quartile).
  • 1Y return: -1.55% (bottom quartile).
  • Alpha: -1.46 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 0.66 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,558 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.44% (bottom quartile).
  • 3Y return: 15.45% (bottom quartile).
  • 1Y return: 0.95% (bottom quartile).
  • Alpha: 1.96 (upper mid).
  • Sharpe: 0.12 (lower mid).
  • Information ratio: 0.71 (bottom quartile).

5 શ્રેષ્ઠ મિડ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹176.71
↓ -1.67
₹7,40613.112.514.727.428.443.1
ICICI Prudential MidCap Fund Growth ₹290.57
↓ -3.96
₹6,824108.82.821.527.327
TATA Mid Cap Growth Fund Growth ₹418.501
↓ -4.08
₹4,9856.34.1-420.325.122.7
BNP Paribas Mid Cap Fund Growth ₹98.0651
↓ -0.78
₹2,2135.52.7-1.619.224.528.5
Aditya Birla Sun Life Midcap Fund Growth ₹767.31
↓ -8.30
₹6,2056.26.90.318.52522
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundICICI Prudential MidCap FundTATA Mid Cap Growth FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap Fund
Point 1Highest AUM (₹7,406 Cr).Upper mid AUM (₹6,824 Cr).Bottom quartile AUM (₹4,985 Cr).Bottom quartile AUM (₹2,213 Cr).Lower mid AUM (₹6,205 Cr).
Point 2Established history (18+ yrs).Established history (20+ yrs).Oldest track record among peers (31 yrs).Established history (19+ yrs).Established history (22+ yrs).
Point 3Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 28.44% (top quartile).5Y return: 27.28% (upper mid).5Y return: 25.07% (lower mid).5Y return: 24.48% (bottom quartile).5Y return: 25.00% (bottom quartile).
Point 63Y return: 27.40% (top quartile).3Y return: 21.49% (upper mid).3Y return: 20.29% (lower mid).3Y return: 19.19% (bottom quartile).3Y return: 18.50% (bottom quartile).
Point 71Y return: 14.66% (top quartile).1Y return: 2.85% (upper mid).1Y return: -3.98% (bottom quartile).1Y return: -1.57% (bottom quartile).1Y return: 0.28% (lower mid).
Point 8Alpha: 0.00 (upper mid).Alpha: 0.11 (top quartile).Alpha: -5.65 (bottom quartile).Alpha: -4.02 (bottom quartile).Alpha: -0.18 (lower mid).
Point 9Sharpe: 0.54 (top quartile).Sharpe: 0.07 (upper mid).Sharpe: -0.25 (bottom quartile).Sharpe: -0.18 (bottom quartile).Sharpe: 0.05 (lower mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.54 (upper mid).Information ratio: -1.22 (lower mid).Information ratio: -1.28 (bottom quartile).Information ratio: -1.29 (bottom quartile).

Invesco India Mid Cap Fund

  • Highest AUM (₹7,406 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.44% (top quartile).
  • 3Y return: 27.40% (top quartile).
  • 1Y return: 14.66% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: 0.00 (top quartile).

ICICI Prudential MidCap Fund

  • Upper mid AUM (₹6,824 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.28% (upper mid).
  • 3Y return: 21.49% (upper mid).
  • 1Y return: 2.85% (upper mid).
  • Alpha: 0.11 (top quartile).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: -0.54 (upper mid).

TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,985 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.07% (lower mid).
  • 3Y return: 20.29% (lower mid).
  • 1Y return: -3.98% (bottom quartile).
  • Alpha: -5.65 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: -1.22 (lower mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,213 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 24.48% (bottom quartile).
  • 3Y return: 19.19% (bottom quartile).
  • 1Y return: -1.57% (bottom quartile).
  • Alpha: -4.02 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.28 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

  • Lower mid AUM (₹6,205 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.00% (bottom quartile).
  • 3Y return: 18.50% (bottom quartile).
  • 1Y return: 0.28% (lower mid).
  • Alpha: -0.18 (lower mid).
  • Sharpe: 0.05 (lower mid).
  • Information ratio: -1.29 (bottom quartile).

5 શ્રેષ્ઠ સ્મોલ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Small Cap Fund Growth ₹138.38
↓ -1.03
₹35,78113.67.82.524.131.520.4
Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81
₹66,6027.84.1-4.8243426.1
Franklin India Smaller Companies Fund Growth ₹165.7
↓ -1.73
₹13,9954.80.9-7.123.131.323.2
Sundaram Small Cap Fund Growth ₹250.048
↓ -1.11
₹3,43983.40.120.62919.1
DSP Small Cap Fund  Growth ₹191.065
↓ -1.66
₹17,12612.15.2-0.919.828.625.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Small Cap FundNippon India Small Cap FundFranklin India Smaller Companies FundSundaram Small Cap FundDSP Small Cap Fund 
Point 1Upper mid AUM (₹35,781 Cr).Highest AUM (₹66,602 Cr).Bottom quartile AUM (₹13,995 Cr).Bottom quartile AUM (₹3,439 Cr).Lower mid AUM (₹17,126 Cr).
Point 2Established history (17+ yrs).Established history (14+ yrs).Established history (19+ yrs).Oldest track record among peers (20 yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (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 High.
Point 55Y return: 31.53% (upper mid).5Y return: 34.05% (top quartile).5Y return: 31.31% (lower mid).5Y return: 28.99% (bottom quartile).5Y return: 28.64% (bottom quartile).
Point 63Y return: 24.13% (top quartile).3Y return: 23.96% (upper mid).3Y return: 23.08% (lower mid).3Y return: 20.58% (bottom quartile).3Y return: 19.85% (bottom quartile).
Point 71Y return: 2.46% (top quartile).1Y return: -4.79% (bottom quartile).1Y return: -7.14% (bottom quartile).1Y return: 0.09% (upper mid).1Y return: -0.92% (lower mid).
Point 8Alpha: 0.00 (upper mid).Alpha: -2.86 (bottom quartile).Alpha: -7.46 (bottom quartile).Alpha: 0.16 (top quartile).Alpha: 0.00 (lower mid).
Point 9Sharpe: 0.07 (upper mid).Sharpe: -0.10 (bottom quartile).Sharpe: -0.33 (bottom quartile).Sharpe: 0.04 (lower mid).Sharpe: 0.22 (top quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.10 (lower mid).Information ratio: -0.13 (bottom quartile).Information ratio: -0.76 (bottom quartile).Information ratio: 0.00 (upper mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.53% (upper mid).
  • 3Y return: 24.13% (top quartile).
  • 1Y return: 2.46% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹66,602 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 34.05% (top quartile).
  • 3Y return: 23.96% (upper mid).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: -2.86 (bottom quartile).
  • Sharpe: -0.10 (bottom quartile).
  • Information ratio: -0.10 (lower mid).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,995 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.31% (lower mid).
  • 3Y return: 23.08% (lower mid).
  • 1Y return: -7.14% (bottom quartile).
  • Alpha: -7.46 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,439 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.99% (bottom quartile).
  • 3Y return: 20.58% (bottom quartile).
  • 1Y return: 0.09% (upper mid).
  • Alpha: 0.16 (top quartile).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: -0.76 (bottom quartile).

DSP Small Cap Fund 

  • Lower mid AUM (₹17,126 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.64% (bottom quartile).
  • 3Y return: 19.85% (bottom quartile).
  • 1Y return: -0.92% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.22 (top quartile).
  • Information ratio: 0.00 (upper mid).

5 શ્રેષ્ઠ લાર્જ અને મિડ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Growth Opportunities Fund Growth ₹99.2
↓ -1.06
₹7,88710.611.412.224.52437.5
Bandhan Core Equity Fund Growth ₹130.629
↓ -1.24
₹9,7355.65.51.523.625.728.8
UTI Core Equity Fund Growth ₹173.947
↓ -1.67
₹4,8663.73.10.520.925.127.2
ICICI Prudential Large & Mid Cap Fund Growth ₹964.83
↓ -8.77
₹22,8571.73.2220.426.620.4
HDFC Growth Opportunities Fund Growth ₹330.063
↓ -3.44
₹26,8494.74.6-0.319.92619.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Growth Opportunities FundBandhan Core Equity FundUTI Core Equity FundICICI Prudential Large & Mid Cap FundHDFC Growth Opportunities Fund
Point 1Bottom quartile AUM (₹7,887 Cr).Lower mid AUM (₹9,735 Cr).Bottom quartile AUM (₹4,866 Cr).Upper mid AUM (₹22,857 Cr).Highest AUM (₹26,849 Cr).
Point 2Established history (18+ yrs).Established history (20+ yrs).Established history (16+ yrs).Established history (27+ yrs).Oldest track record among peers (31 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 24.05% (bottom quartile).5Y return: 25.66% (lower mid).5Y return: 25.08% (bottom quartile).5Y return: 26.60% (top quartile).5Y return: 25.96% (upper mid).
Point 63Y return: 24.53% (top quartile).3Y return: 23.60% (upper mid).3Y return: 20.89% (lower mid).3Y return: 20.40% (bottom quartile).3Y return: 19.94% (bottom quartile).
Point 71Y return: 12.20% (top quartile).1Y return: 1.46% (lower mid).1Y return: 0.48% (bottom quartile).1Y return: 2.05% (upper mid).1Y return: -0.33% (bottom quartile).
Point 8Alpha: 9.12 (top quartile).Alpha: 1.24 (bottom quartile).Alpha: 2.41 (lower mid).Alpha: 3.28 (upper mid).Alpha: -0.38 (bottom quartile).
Point 9Sharpe: 0.50 (top quartile).Sharpe: 0.11 (bottom quartile).Sharpe: 0.19 (lower mid).Sharpe: 0.27 (upper mid).Sharpe: 0.02 (bottom quartile).
Point 10Information ratio: 1.03 (upper mid).Information ratio: 1.17 (top quartile).Information ratio: 0.64 (bottom quartile).Information ratio: 0.22 (bottom quartile).Information ratio: 0.71 (lower mid).

Invesco India Growth Opportunities Fund

  • Bottom quartile AUM (₹7,887 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.05% (bottom quartile).
  • 3Y return: 24.53% (top quartile).
  • 1Y return: 12.20% (top quartile).
  • Alpha: 9.12 (top quartile).
  • Sharpe: 0.50 (top quartile).
  • Information ratio: 1.03 (upper mid).

Bandhan Core Equity Fund

  • Lower mid AUM (₹9,735 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.66% (lower mid).
  • 3Y return: 23.60% (upper mid).
  • 1Y return: 1.46% (lower mid).
  • Alpha: 1.24 (bottom quartile).
  • Sharpe: 0.11 (bottom quartile).
  • Information ratio: 1.17 (top quartile).

UTI Core Equity Fund

  • Bottom quartile AUM (₹4,866 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.08% (bottom quartile).
  • 3Y return: 20.89% (lower mid).
  • 1Y return: 0.48% (bottom quartile).
  • Alpha: 2.41 (lower mid).
  • Sharpe: 0.19 (lower mid).
  • Information ratio: 0.64 (bottom quartile).

ICICI Prudential Large & Mid Cap Fund

  • Upper mid AUM (₹22,857 Cr).
  • Established history (27+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.60% (top quartile).
  • 3Y return: 20.40% (bottom quartile).
  • 1Y return: 2.05% (upper mid).
  • Alpha: 3.28 (upper mid).
  • Sharpe: 0.27 (upper mid).
  • Information ratio: 0.22 (bottom quartile).

HDFC Growth Opportunities Fund

  • Highest AUM (₹26,849 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.96% (upper mid).
  • 3Y return: 19.94% (bottom quartile).
  • 1Y return: -0.33% (bottom quartile).
  • Alpha: -0.38 (bottom quartile).
  • Sharpe: 0.02 (bottom quartile).
  • Information ratio: 0.71 (lower mid).

5 શ્રેષ્ઠ ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સ (ELSS)

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹50.1535
↓ -1.06
₹4,5069.763.224.525.147.7
SBI Magnum Tax Gain Fund Growth ₹426.177
↓ -3.60
₹30,61632.8-1.723.724.927.7
HDFC Tax Saver Fund Growth ₹1,379.06
↓ -12.78
₹16,9082.25.44.721.424.921.3
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04
₹4859.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundSBI Magnum Tax Gain FundHDFC Tax Saver FundIDBI Equity Advantage FundHDFC Long Term Advantage Fund
Point 1Lower mid AUM (₹4,506 Cr).Highest AUM (₹30,616 Cr).Upper mid AUM (₹16,908 Cr).Bottom quartile AUM (₹485 Cr).Bottom quartile AUM (₹1,318 Cr).
Point 2Established history (10+ yrs).Established history (18+ yrs).Oldest track record among peers (29 yrs).Established history (11+ yrs).Established history (24+ yrs).
Point 3Not Rated.Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.13% (top quartile).5Y return: 24.94% (upper mid).5Y return: 24.88% (lower mid).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (bottom quartile).
Point 63Y return: 24.54% (top quartile).3Y return: 23.74% (upper mid).3Y return: 21.41% (lower mid).3Y return: 20.84% (bottom quartile).3Y return: 20.64% (bottom quartile).
Point 71Y return: 3.23% (bottom quartile).1Y return: -1.66% (bottom quartile).1Y return: 4.71% (lower mid).1Y return: 16.92% (upper mid).1Y return: 35.51% (top quartile).
Point 8Alpha: 6.93 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 2.56 (upper mid).Alpha: 1.78 (lower mid).Alpha: 1.75 (bottom quartile).
Point 9Sharpe: 0.26 (lower mid).Sharpe: -0.02 (bottom quartile).Sharpe: 0.22 (bottom quartile).Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).
Point 10Information ratio: 1.02 (lower mid).Information ratio: 2.04 (top quartile).Information ratio: 1.35 (upper mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,506 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.13% (top quartile).
  • 3Y return: 24.54% (top quartile).
  • 1Y return: 3.23% (bottom quartile).
  • Alpha: 6.93 (top quartile).
  • Sharpe: 0.26 (lower mid).
  • Information ratio: 1.02 (lower mid).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹30,616 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.94% (upper mid).
  • 3Y return: 23.74% (upper mid).
  • 1Y return: -1.66% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: 2.04 (top quartile).

HDFC Tax Saver Fund

  • Upper mid AUM (₹16,908 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.88% (lower mid).
  • 3Y return: 21.41% (lower mid).
  • 1Y return: 4.71% (lower mid).
  • Alpha: 2.56 (upper mid).
  • Sharpe: 0.22 (bottom quartile).
  • Information ratio: 1.35 (upper mid).

IDBI Equity Advantage Fund

  • Bottom quartile AUM (₹485 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.97% (bottom quartile).
  • 3Y return: 20.84% (bottom quartile).
  • 1Y return: 16.92% (upper mid).
  • Alpha: 1.78 (lower mid).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

  • Bottom quartile AUM (₹1,318 Cr).
  • Established history (24+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (bottom quartile).
  • 3Y return: 20.64% (bottom quartile).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (bottom quartile).

5 શ્રેષ્ઠ ડાઇવર્સિફાઇડ/મલ્ટી કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹293.48
↓ -2.42
₹45,3667.27.92.123.430.525.8
Motilal Oswal Multicap 35 Fund Growth ₹59.6733
↓ -2.11
₹13,8943.44622.118.545.7
HDFC Equity Fund Growth ₹1,944.78
↓ -15.98
₹79,5852.35.9722.12823.5
JM Multicap Fund Growth ₹94.6006
↓ -1.12
₹6,1442.1-3.1-8.821.824.833.3
ICICI Prudential Multicap Fund Growth ₹776.25
↓ -5.87
₹15,5333.83.7-0.120.124.420.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Multi Cap FundMotilal Oswal Multicap 35 FundHDFC Equity FundJM Multicap FundICICI Prudential Multicap Fund
Point 1Upper mid AUM (₹45,366 Cr).Bottom quartile AUM (₹13,894 Cr).Highest AUM (₹79,585 Cr).Bottom quartile AUM (₹6,144 Cr).Lower mid AUM (₹15,533 Cr).
Point 2Established history (20+ yrs).Established history (11+ yrs).Oldest track record among peers (30 yrs).Established history (16+ yrs).Established history (30+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 30.54% (top quartile).5Y return: 18.51% (bottom quartile).5Y return: 27.98% (upper mid).5Y return: 24.77% (lower mid).5Y return: 24.41% (bottom quartile).
Point 63Y return: 23.42% (top quartile).3Y return: 22.15% (upper mid).3Y return: 22.10% (lower mid).3Y return: 21.79% (bottom quartile).3Y return: 20.08% (bottom quartile).
Point 71Y return: 2.11% (lower mid).1Y return: 5.98% (upper mid).1Y return: 7.02% (top quartile).1Y return: -8.84% (bottom quartile).1Y return: -0.08% (bottom quartile).
Point 8Alpha: 0.04 (bottom quartile).Alpha: 8.72 (top quartile).Alpha: 4.30 (upper mid).Alpha: -8.04 (bottom quartile).Alpha: 0.66 (lower mid).
Point 9Sharpe: 0.03 (bottom quartile).Sharpe: 0.42 (top quartile).Sharpe: 0.39 (upper mid).Sharpe: -0.50 (bottom quartile).Sharpe: 0.07 (lower mid).
Point 10Information ratio: 0.97 (lower mid).Information ratio: 0.73 (bottom quartile).Information ratio: 1.47 (top quartile).Information ratio: 1.02 (upper mid).Information ratio: 0.13 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,366 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.54% (top quartile).
  • 3Y return: 23.42% (top quartile).
  • 1Y return: 2.11% (lower mid).
  • Alpha: 0.04 (bottom quartile).
  • Sharpe: 0.03 (bottom quartile).
  • Information ratio: 0.97 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Bottom quartile AUM (₹13,894 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.51% (bottom quartile).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 5.98% (upper mid).
  • Alpha: 8.72 (top quartile).
  • Sharpe: 0.42 (top quartile).
  • Information ratio: 0.73 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹79,585 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.98% (upper mid).
  • 3Y return: 22.10% (lower mid).
  • 1Y return: 7.02% (top quartile).
  • Alpha: 4.30 (upper mid).
  • Sharpe: 0.39 (upper mid).
  • Information ratio: 1.47 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹6,144 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.77% (lower mid).
  • 3Y return: 21.79% (bottom quartile).
  • 1Y return: -8.84% (bottom quartile).
  • Alpha: -8.04 (bottom quartile).
  • Sharpe: -0.50 (bottom quartile).
  • Information ratio: 1.02 (upper mid).

ICICI Prudential Multicap Fund

  • Lower mid AUM (₹15,533 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.41% (bottom quartile).
  • 3Y return: 20.08% (bottom quartile).
  • 1Y return: -0.08% (bottom quartile).
  • Alpha: 0.66 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: 0.13 (bottom quartile).

5 શ્રેષ્ઠ ક્ષેત્રના ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Banking & Financial Services Fund Growth ₹41.8957
↓ -0.26
₹8,53851214.91922.119.6
Baroda Pioneer Banking And Financial Services Fund Growth ₹47.0553
↓ -0.36
₹2902.39.514.616.620.112.5
Invesco India Financial Services Fund Growth ₹135.22
↓ -1.27
₹1,4565.311.112.721.122.619.8
UTI Banking and Financial Services Fund Growth ₹185.838
↓ -0.53
₹1,3562.810.212.216.521.511.1
TATA Banking and Financial Services Fund Growth ₹41.7646
↓ -0.24
₹2,9581.29.211.718.420.39
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Banking & Financial Services FundBaroda Pioneer Banking And Financial Services FundInvesco India Financial Services FundUTI Banking and Financial Services FundTATA Banking and Financial Services Fund
Point 1Highest AUM (₹8,538 Cr).Bottom quartile AUM (₹290 Cr).Lower mid AUM (₹1,456 Cr).Bottom quartile AUM (₹1,356 Cr).Upper mid AUM (₹2,958 Cr).
Point 2Established history (10+ yrs).Established history (13+ yrs).Established history (17+ yrs).Oldest track record among peers (21 yrs).Established history (9+ yrs).
Point 3Not Rated.Rating: 2★ (lower mid).Top rated.Rating: 3★ (upper mid).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 22.08% (upper mid).5Y return: 20.06% (bottom quartile).5Y return: 22.57% (top quartile).5Y return: 21.48% (lower mid).5Y return: 20.27% (bottom quartile).
Point 63Y return: 18.96% (upper mid).3Y return: 16.64% (bottom quartile).3Y return: 21.10% (top quartile).3Y return: 16.53% (bottom quartile).3Y return: 18.40% (lower mid).
Point 71Y return: 14.91% (top quartile).1Y return: 14.59% (upper mid).1Y return: 12.75% (lower mid).1Y return: 12.17% (bottom quartile).1Y return: 11.65% (bottom quartile).
Point 8Alpha: 0.33 (top quartile).Alpha: -1.68 (bottom quartile).Alpha: -0.65 (upper mid).Alpha: -2.61 (bottom quartile).Alpha: -0.75 (lower mid).
Point 9Sharpe: 0.86 (top quartile).Sharpe: 0.72 (lower mid).Sharpe: 0.70 (bottom quartile).Sharpe: 0.65 (bottom quartile).Sharpe: 0.78 (upper mid).
Point 10Information ratio: 0.61 (lower mid).Information ratio: 0.43 (bottom quartile).Information ratio: 0.96 (top quartile).Information ratio: 0.48 (bottom quartile).Information ratio: 0.78 (upper mid).

SBI Banking & Financial Services Fund

  • Highest AUM (₹8,538 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.08% (upper mid).
  • 3Y return: 18.96% (upper mid).
  • 1Y return: 14.91% (top quartile).
  • Alpha: 0.33 (top quartile).
  • Sharpe: 0.86 (top quartile).
  • Information ratio: 0.61 (lower mid).

Baroda Pioneer Banking And Financial Services Fund

  • Bottom quartile AUM (₹290 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.06% (bottom quartile).
  • 3Y return: 16.64% (bottom quartile).
  • 1Y return: 14.59% (upper mid).
  • Alpha: -1.68 (bottom quartile).
  • Sharpe: 0.72 (lower mid).
  • Information ratio: 0.43 (bottom quartile).

Invesco India Financial Services Fund

  • Lower mid AUM (₹1,456 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.57% (top quartile).
  • 3Y return: 21.10% (top quartile).
  • 1Y return: 12.75% (lower mid).
  • Alpha: -0.65 (upper mid).
  • Sharpe: 0.70 (bottom quartile).
  • Information ratio: 0.96 (top quartile).

UTI Banking and Financial Services Fund

  • Bottom quartile AUM (₹1,356 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.48% (lower mid).
  • 3Y return: 16.53% (bottom quartile).
  • 1Y return: 12.17% (bottom quartile).
  • Alpha: -2.61 (bottom quartile).
  • Sharpe: 0.65 (bottom quartile).
  • Information ratio: 0.48 (bottom quartile).

TATA Banking and Financial Services Fund

  • Upper mid AUM (₹2,958 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.27% (bottom quartile).
  • 3Y return: 18.40% (lower mid).
  • 1Y return: 11.65% (bottom quartile).
  • Alpha: -0.75 (lower mid).
  • Sharpe: 0.78 (upper mid).
  • Information ratio: 0.78 (upper mid).

5 શ્રેષ્ઠ કેન્દ્રિત ઇક્વિટી ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Focused 30 Fund Growth ₹225.356
↓ -1.57
₹20,8682.65.97.722.327.524
ICICI Prudential Focused Equity Fund Growth ₹89.8
↓ -0.89
₹12,24448.34.921.524.126.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
Franklin India Focused Equity Fund Growth ₹106.046
↓ -0.98
₹12,5363.14.60.316.52419.9
DSP Focus Fund Growth ₹52.484
↓ -0.90
₹2,6281.32.11.716.417.918.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Focused 30 FundICICI Prudential Focused Equity FundSundaram Select Focus FundFranklin India Focused Equity FundDSP Focus Fund
Point 1Highest AUM (₹20,868 Cr).Lower mid AUM (₹12,244 Cr).Bottom quartile AUM (₹1,354 Cr).Upper mid AUM (₹12,536 Cr).Bottom quartile AUM (₹2,628 Cr).
Point 2Established history (20+ yrs).Established history (16+ yrs).Oldest track record among peers (23 yrs).Established history (18+ yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 27.53% (top quartile).5Y return: 24.11% (upper mid).5Y return: 17.29% (bottom quartile).5Y return: 24.03% (lower mid).5Y return: 17.92% (bottom quartile).
Point 63Y return: 22.33% (top quartile).3Y return: 21.53% (upper mid).3Y return: 17.03% (lower mid).3Y return: 16.52% (bottom quartile).3Y return: 16.44% (bottom quartile).
Point 71Y return: 7.72% (upper mid).1Y return: 4.93% (lower mid).1Y return: 24.49% (top quartile).1Y return: 0.30% (bottom quartile).1Y return: 1.73% (bottom quartile).
Point 8Alpha: 4.28 (upper mid).Alpha: 6.00 (top quartile).Alpha: -5.62 (bottom quartile).Alpha: -2.22 (bottom quartile).Alpha: 1.21 (lower mid).
Point 9Sharpe: 0.41 (upper mid).Sharpe: 0.36 (lower mid).Sharpe: 1.85 (top quartile).Sharpe: -0.15 (bottom quartile).Sharpe: 0.10 (bottom quartile).
Point 10Information ratio: 1.27 (upper mid).Information ratio: 1.32 (top quartile).Information ratio: -0.52 (bottom quartile).Information ratio: -0.01 (bottom quartile).Information ratio: 0.30 (lower mid).

HDFC Focused 30 Fund

  • Highest AUM (₹20,868 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.53% (top quartile).
  • 3Y return: 22.33% (top quartile).
  • 1Y return: 7.72% (upper mid).
  • Alpha: 4.28 (upper mid).
  • Sharpe: 0.41 (upper mid).
  • Information ratio: 1.27 (upper mid).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹12,244 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.11% (upper mid).
  • 3Y return: 21.53% (upper mid).
  • 1Y return: 4.93% (lower mid).
  • Alpha: 6.00 (top quartile).
  • Sharpe: 0.36 (lower mid).
  • Information ratio: 1.32 (top quartile).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (bottom quartile).
  • 3Y return: 17.03% (lower mid).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

Franklin India Focused Equity Fund

  • Upper mid AUM (₹12,536 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.03% (lower mid).
  • 3Y return: 16.52% (bottom quartile).
  • 1Y return: 0.30% (bottom quartile).
  • Alpha: -2.22 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -0.01 (bottom quartile).

DSP Focus Fund

  • Bottom quartile AUM (₹2,628 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.92% (bottom quartile).
  • 3Y return: 16.44% (bottom quartile).
  • 1Y return: 1.73% (bottom quartile).
  • Alpha: 1.21 (lower mid).
  • Sharpe: 0.10 (bottom quartile).
  • Information ratio: 0.30 (lower mid).

5 શ્રેષ્ઠ ડિવિડન્ડ યીલ્ડ ઇક્વિટી ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Dividend Yield Equity Fund Growth ₹51.27
↓ -0.32
₹5,6452.44.70.622.728.521
Aditya Birla Sun Life Dividend Yield Fund Growth ₹432.89
↑ 1.54
₹1,5243.60-6.92022.318.2
UTI Dividend Yield Fund Growth ₹172.3
↓ -0.84
₹4,1273.52.1-318.720.924.7
Templeton India Equity Income Fund Growth ₹133.916
↓ -0.51
₹2,421-0.6-0.5-7.516.825.120.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential Dividend Yield Equity FundAditya Birla Sun Life Dividend Yield FundUTI Dividend Yield FundTempleton India Equity Income Fund
Point 1Highest AUM (₹5,645 Cr).Bottom quartile AUM (₹1,524 Cr).Upper mid AUM (₹4,127 Cr).Lower mid AUM (₹2,421 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (22 yrs).Established history (20+ yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 1★ (lower mid).Rating: 1★ (bottom quartile).Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 28.49% (top quartile).5Y return: 22.31% (lower mid).5Y return: 20.89% (bottom quartile).5Y return: 25.06% (upper mid).
Point 63Y return: 22.74% (top quartile).3Y return: 20.02% (upper mid).3Y return: 18.66% (lower mid).3Y return: 16.78% (bottom quartile).
Point 71Y return: 0.61% (top quartile).1Y return: -6.88% (lower mid).1Y return: -3.01% (upper mid).1Y return: -7.51% (bottom quartile).
Point 8Alpha: 1.57 (top quartile).Alpha: -3.60 (lower mid).Alpha: 0.31 (upper mid).Alpha: -4.10 (bottom quartile).
Point 9Sharpe: 0.12 (top quartile).Sharpe: -0.20 (lower mid).Sharpe: 0.03 (upper mid).Sharpe: -0.29 (bottom quartile).
Point 10Information ratio: 1.16 (top quartile).Information ratio: 0.77 (upper mid).Information ratio: 0.42 (lower mid).Information ratio: -0.17 (bottom quartile).

ICICI Prudential Dividend Yield Equity Fund

  • Highest AUM (₹5,645 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 28.49% (top quartile).
  • 3Y return: 22.74% (top quartile).
  • 1Y return: 0.61% (top quartile).
  • Alpha: 1.57 (top quartile).
  • Sharpe: 0.12 (top quartile).
  • Information ratio: 1.16 (top quartile).

Aditya Birla Sun Life Dividend Yield Fund

  • Bottom quartile AUM (₹1,524 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.31% (lower mid).
  • 3Y return: 20.02% (upper mid).
  • 1Y return: -6.88% (lower mid).
  • Alpha: -3.60 (lower mid).
  • Sharpe: -0.20 (lower mid).
  • Information ratio: 0.77 (upper mid).

UTI Dividend Yield Fund

  • Upper mid AUM (₹4,127 Cr).
  • Established history (20+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.89% (bottom quartile).
  • 3Y return: 18.66% (lower mid).
  • 1Y return: -3.01% (upper mid).
  • Alpha: 0.31 (upper mid).
  • Sharpe: 0.03 (upper mid).
  • Information ratio: 0.42 (lower mid).

Templeton India Equity Income Fund

  • Lower mid AUM (₹2,421 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.06% (upper mid).
  • 3Y return: 16.78% (bottom quartile).
  • 1Y return: -7.51% (bottom quartile).
  • Alpha: -4.10 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: -0.17 (bottom quartile).

5 શ્રેષ્ઠ મૂલ્ય ઇક્વિટી ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Value Fund Growth ₹94.3718
↓ -1.11
₹1,1103.50.1-9.823.925.625.1
ICICI Prudential Value Discovery Fund Growth ₹462.8
↑ 1.21
₹54,0962.65.73.121.62620
Nippon India Value Fund Growth ₹218.413
↓ -2.88
₹8,9552.92.8-0.121.525.622.3
Tata Equity PE Fund Growth ₹336.572
↓ -2.27
₹8,8403.12.2-6.119.22121.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹112.659
↓ -0.76
₹8,8403.12.2-6.119.120.821.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryJM Value FundICICI Prudential Value Discovery FundNippon India Value FundTata Equity PE FundTata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Point 1Bottom quartile AUM (₹1,110 Cr).Highest AUM (₹54,096 Cr).Upper mid AUM (₹8,955 Cr).Lower mid AUM (₹8,840 Cr).Bottom quartile AUM (₹8,840 Cr).
Point 2Oldest track record among peers (28 yrs).Established history (20+ yrs).Established history (20+ yrs).Established history (21+ yrs).Established history (21+ yrs).
Point 3Rating: 4★ (upper mid).Rating: 2★ (lower mid).Not Rated.Top rated.Not Rated.
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.61% (upper mid).5Y return: 26.03% (top quartile).5Y return: 25.57% (lower mid).5Y return: 20.97% (bottom quartile).5Y return: 20.84% (bottom quartile).
Point 63Y return: 23.87% (top quartile).3Y return: 21.56% (upper mid).3Y return: 21.45% (lower mid).3Y return: 19.24% (bottom quartile).3Y return: 19.13% (bottom quartile).
Point 71Y return: -9.79% (bottom quartile).1Y return: 3.11% (top quartile).1Y return: -0.11% (upper mid).1Y return: -6.07% (lower mid).1Y return: -6.07% (bottom quartile).
Point 8Alpha: -6.74 (bottom quartile).Alpha: 4.54 (top quartile).Alpha: -0.34 (upper mid).Alpha: -4.96 (lower mid).Alpha: -5.04 (bottom quartile).
Point 9Sharpe: -0.38 (bottom quartile).Sharpe: 0.36 (top quartile).Sharpe: -0.01 (upper mid).Sharpe: -0.29 (lower mid).Sharpe: -0.29 (bottom quartile).
Point 10Information ratio: 1.08 (upper mid).Information ratio: 0.66 (bottom quartile).Information ratio: 1.64 (top quartile).Information ratio: 0.76 (lower mid).Information ratio: 0.73 (bottom quartile).

JM Value Fund

  • Bottom quartile AUM (₹1,110 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 25.61% (upper mid).
  • 3Y return: 23.87% (top quartile).
  • 1Y return: -9.79% (bottom quartile).
  • Alpha: -6.74 (bottom quartile).
  • Sharpe: -0.38 (bottom quartile).
  • Information ratio: 1.08 (upper mid).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹54,096 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 26.03% (top quartile).
  • 3Y return: 21.56% (upper mid).
  • 1Y return: 3.11% (top quartile).
  • Alpha: 4.54 (top quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: 0.66 (bottom quartile).

Nippon India Value Fund

  • Upper mid AUM (₹8,955 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.57% (lower mid).
  • 3Y return: 21.45% (lower mid).
  • 1Y return: -0.11% (upper mid).
  • Alpha: -0.34 (upper mid).
  • Sharpe: -0.01 (upper mid).
  • Information ratio: 1.64 (top quartile).

Tata Equity PE Fund

  • Lower mid AUM (₹8,840 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.97% (bottom quartile).
  • 3Y return: 19.24% (bottom quartile).
  • 1Y return: -6.07% (lower mid).
  • Alpha: -4.96 (lower mid).
  • Sharpe: -0.29 (lower mid).
  • Information ratio: 0.76 (lower mid).

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

  • Bottom quartile AUM (₹8,840 Cr).
  • Established history (21+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.84% (bottom quartile).
  • 3Y return: 19.13% (bottom quartile).
  • 1Y return: -6.07% (bottom quartile).
  • Alpha: -5.04 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.73 (bottom quartile).

*નીચેની યાદી છેઇક્વિટી ફંડ્સ કર્યાAUM >= 50 કરોડ શ્રેષ્ઠ વળતર ધરાવે છેછેલ્લા 1 વર્ષ.

1. DSP World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

Research Highlights for DSP World Gold Fund

  • Upper mid AUM (₹1,202 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.19% (bottom quartile).
  • 3Y return: 35.39% (top quartile).
  • 1Y return: 73.50% (top quartile).
  • Alpha: 1.97 (upper mid).
  • Sharpe: 1.80 (upper mid).
  • Information ratio: -0.35 (lower mid).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding BGF World Gold I2 (~77.8%).
  • Top-3 holdings concentration ~100.3%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (07 Aug 25) ₹34.0465 ↑ 0.59   (1.76 %)
Net Assets (Cr) ₹1,202 on 30 Jun 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.35
Sharpe Ratio 1.8
Information Ratio -0.35
Alpha Ratio 1.97
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹8,272
31 Jul 22₹6,099
31 Jul 23₹7,748
31 Jul 24₹9,223
31 Jul 25₹13,652

DSP World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month 11.1%
3 Month 17.9%
6 Month 37.7%
1 Year 73.5%
3 Year 35.4%
5 Year 8.2%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.9%
2023 7%
2022 -7.7%
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
Fund Manager information for DSP World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1312.43 Yr.

Data below for DSP World Gold Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Basic Materials94.86%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity95.12%
Debt0.02%
Other2.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
78%₹935 Cr1,610,898
↓ -37,716
VanEck Gold Miners ETF
- | GDX
21%₹255 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹14 Cr
Net Receivables/Payables
CBLO | -
0%-₹3 Cr

2. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

Research Highlights for HDFC Long Term Advantage Fund

  • Highest AUM (₹1,318 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (top quartile).
  • 3Y return: 20.64% (lower mid).
  • 1Y return: 35.51% (upper mid).
  • Alpha: 1.75 (upper mid).
  • Sharpe: 2.27 (upper mid).
  • Information ratio: -0.15 (upper mid).

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹15,844

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Edelweiss Europe Dynamic Equity Off-shore Fund

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Europe Dynamic Fund, an equity fund which invests primarily in an aggressively managed portfolio of European companies.

Research Highlights for Edelweiss Europe Dynamic Equity Off-shore Fund

  • Bottom quartile AUM (₹115 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 15.44% (lower mid).
  • 3Y return: 21.79% (upper mid).
  • 1Y return: 32.19% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.48 (lower mid).
  • Information ratio: 0.00 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~91%).
  • Largest holding JPM Europe Dynamic I (acc) EUR (~98.1%).
  • Top-3 holdings concentration ~100.0%.

Below is the key information for Edelweiss Europe Dynamic Equity Off-shore Fund

Edelweiss Europe Dynamic Equity Off-shore Fund
Growth
Launch Date 7 Feb 14
NAV (07 Aug 25) ₹24.5932 ↑ 0.38   (1.59 %)
Net Assets (Cr) ₹115 on 30 Jun 25
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.38
Sharpe Ratio 1.48
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹13,282
31 Jul 22₹11,571
31 Jul 23₹14,128
31 Jul 24₹16,222
31 Jul 25₹20,430

Edelweiss Europe Dynamic Equity Off-shore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Edelweiss Europe Dynamic Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month 1%
3 Month 9.8%
6 Month 20.7%
1 Year 32.2%
3 Year 21.8%
5 Year 15.4%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.4%
2023 17.3%
2022 -6%
2021 17%
2020 13.5%
2019 22.9%
2018 -12.2%
2017 12.5%
2016 -3.9%
2015 5.4%
Fund Manager information for Edelweiss Europe Dynamic Equity Off-shore Fund
NameSinceTenure
Bhavesh Jain9 Apr 187.32 Yr.
Bharat Lahoti1 Oct 213.83 Yr.

Data below for Edelweiss Europe Dynamic Equity Off-shore Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services22.45%
Industrials14.46%
Health Care10.08%
Consumer Cyclical9.88%
Technology8.43%
Consumer Defensive7.3%
Energy6.01%
Communication Services4.97%
Utility3.91%
Basic Materials3.62%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash7.41%
Equity91.12%
Debt0.07%
Other1.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Europe Dynamic I (acc) EUR
Investment Fund | -
98%₹113 Cr208,760
↑ 4,145
Net Receivables/(Payables)
CBLO | -
2%₹2 Cr

4. Aditya Birla Sun Life International Equity Fund - Plan A

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets

Research Highlights for Aditya Birla Sun Life International Equity Fund - Plan A

  • Lower mid AUM (₹215 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.98% (bottom quartile).
  • 3Y return: 13.27% (bottom quartile).
  • 1Y return: 31.47% (lower mid).
  • Alpha: 6.87 (top quartile).
  • Sharpe: 1.38 (bottom quartile).
  • Information ratio: -1.19 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding NVIDIA Corp (~6.8%).

Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan A

Aditya Birla Sun Life International Equity Fund - Plan A
Growth
Launch Date 31 Oct 07
NAV (07 Aug 25) ₹43.023 ↓ -0.05   (-0.11 %)
Net Assets (Cr) ₹215 on 30 Jun 25
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.5
Sharpe Ratio 1.38
Information Ratio -1.19
Alpha Ratio 6.87
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹12,718
31 Jul 22₹12,098
31 Jul 23₹13,334
31 Jul 24₹14,038
31 Jul 25₹17,663

Aditya Birla Sun Life International Equity Fund - Plan A SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Aditya Birla Sun Life International Equity Fund - Plan A

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month 4.8%
3 Month 14.2%
6 Month 16%
1 Year 31.5%
3 Year 13.3%
5 Year 12%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.4%
2023 8.6%
2022 -2.1%
2021 13.5%
2020 13.2%
2019 24.7%
2018 4.1%
2017 13.5%
2016 -2.1%
2015 0%
Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan A
NameSinceTenure
Dhaval Joshi21 Nov 222.69 Yr.

Data below for Aditya Birla Sun Life International Equity Fund - Plan A as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology22.56%
Industrials21.46%
Financial Services17.85%
Health Care8.01%
Consumer Cyclical7.66%
Consumer Defensive6.41%
Communication Services5.4%
Basic Materials2.03%
Utility1.14%
Asset Allocation
Asset ClassValue
Cash7.49%
Equity92.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NVIDIA Corp (Technology)
Equity, Since 30 Jun 25 | NVDA
7%₹15 Cr10,800
↑ 10,800
Allegro.EU SA Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | ALE
3%₹7 Cr80,700
Microsoft Corp (Technology)
Equity, Since 30 Jun 25 | MSFT
3%₹6 Cr1,450
↑ 1,450
Apple Inc (Technology)
Equity, Since 30 Jun 25 | AAPL
3%₹6 Cr3,400
↑ 3,400
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 25 | AMZN
3%₹6 Cr3,100
↑ 3,100
Meta Platforms Inc Class A (Communication Services)
Equity, Since 30 Jun 25 | META
3%₹6 Cr900
↑ 900
Brambles Ltd (Industrials)
Equity, Since 31 Aug 24 | BXB
2%₹5 Cr38,800
Bawag Group AG Ordinary Shares (Financial Services)
Equity, Since 30 Jun 25 | BG
2%₹5 Cr4,400
↑ 4,400
Airbus SE (Industrials)
Equity, Since 31 Oct 21 | AIR
2%₹5 Cr2,600
Prudential PLC (Financial Services)
Equity, Since 30 Jun 25 | PRU
2%₹5 Cr42,000
↑ 42,000

5. DSP US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

Research Highlights for DSP US Flexible Equity Fund

  • Upper mid AUM (₹935 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 16.91% (upper mid).
  • 3Y return: 18.11% (bottom quartile).
  • 1Y return: 28.64% (bottom quartile).
  • Alpha: -4.34 (bottom quartile).
  • Sharpe: 0.51 (bottom quartile).
  • Information ratio: -0.49 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding BGF US Flexible Equity I2 (~99.0%).
  • Top-3 holdings concentration ~100.5%.

Below is the key information for DSP US Flexible Equity Fund

DSP US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (07 Aug 25) ₹67.3209 ↑ 0.94   (1.41 %)
Net Assets (Cr) ₹935 on 30 Jun 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 0.51
Information Ratio -0.49
Alpha Ratio -4.34
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹13,573
31 Jul 22₹13,604
31 Jul 23₹15,552
31 Jul 24₹18,096
31 Jul 25₹22,334

DSP US Flexible Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for DSP US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month 6.1%
3 Month 23.3%
6 Month 8.5%
1 Year 28.6%
3 Year 18.1%
5 Year 16.9%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.8%
2023 22%
2022 -5.9%
2021 24.2%
2020 22.6%
2019 27.5%
2018 -1.1%
2017 15.5%
2016 9.8%
2015 2.5%
Fund Manager information for DSP US Flexible Equity Fund
NameSinceTenure
Jay Kothari1 Mar 1312.43 Yr.

Data below for DSP US Flexible Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology29.89%
Financial Services18.33%
Communication Services15.27%
Health Care11.49%
Consumer Cyclical8.28%
Industrials7.34%
Basic Materials3.19%
Energy2.87%
Asset Allocation
Asset ClassValue
Cash3.31%
Equity96.66%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹925 Cr2,024,037
↓ -14,352
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹12 Cr
Net Receivables/Payables
CBLO | -
0%-₹2 Cr

6. Baroda Pioneer Mid-Cap Fund

The primary objective of the Scheme will be to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

Research Highlights for Baroda Pioneer Mid-Cap Fund

  • Bottom quartile AUM (₹97 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 15.89% (upper mid).
  • 3Y return: 22.51% (upper mid).
  • 1Y return: 26.24% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 3.23 (top quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Baroda Pioneer Mid-Cap Fund

Baroda Pioneer Mid-Cap Fund
Growth
Launch Date 4 Oct 10
NAV (11 Mar 22) ₹16.5124 ↑ 0.15   (0.91 %)
Net Assets (Cr) ₹97 on 31 Jan 22
Category Equity - Mid Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.54
Sharpe Ratio 3.23
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹17,588

Baroda Pioneer Mid-Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Baroda Pioneer Mid-Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month -3.8%
3 Month -8.1%
6 Month 0.1%
1 Year 26.2%
3 Year 22.5%
5 Year 15.9%
10 Year
15 Year
Since launch 4.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Baroda Pioneer Mid-Cap Fund
NameSinceTenure

Data below for Baroda Pioneer Mid-Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2022 માટે શ્રેષ્ઠ ઇક્વિટી ફંડ્સ પસંદ કરવા માટે સ્માર્ટ ટિપ્સ

શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવાની એક સંપૂર્ણ રીત તેના ગુણાત્મક અને જથ્થાત્મક બંને પગલાંને જોવાનું છે.

1. ગુણાત્મક પગલાં

a તમારા ફંડ મેનેજરને જાણો

મ્યુચ્યુઅલ ફંડ સ્કીમની કામગીરીનો શ્રેય ફંડ મેનેજરને રહેલો છે. ફંડના પોર્ટફોલિયો માટે રોકાણના નિર્ણયો લેવા માટે ફંડ મેનેજર જવાબદાર છે. તેથી, રોકાણકારોએ ચોક્કસ ફંડ મેનેજર દ્વારા સંચાલિત ભંડોળના પ્રદર્શનમાંથી પસાર થવું જોઈએ, ખાસ કરીને મુશ્કેલ બજારના તબક્કા દરમિયાન. ઉપરાંત, રોકાણકારોએ એવા ફંડ મેનેજરને વધુ પ્રાધાન્ય આપવું જોઈએ કે જેમને સમાન પ્રકારના ફંડનું સંચાલન કરવાનો અનુભવ હોય, ઉદાહરણ તરીકે- સ્મોલ અને મિડ કેપ્સ. એક ફંડ મેનેજર માટે જવું કે જે તેની કારકિર્દીમાં સુસંગત હોય તે એક પસંદગીની પસંદગી છે.

b ફંડ હાઉસ પ્રતિષ્ઠા

રોકાણ કરવા માટે શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ પસંદ કરતી વખતે, હંમેશા ફંડ હાઉસની ગુણવત્તા અને પ્રતિષ્ઠા પર ધ્યાન આપો. લાંબા સમયથી રેકોર્ડ ધરાવતું ફંડ હાઉસ, મેનેજમેન્ટ હેઠળની મોટી અસ્કયામતો, સ્ટાર ફંડ અથવા સારી કામગીરી બજાવતા ફંડ વગેરેમાં રોકાણ કરવું જરૂરી છે. તેથી સતત ટ્રેક રેકોર્ડ સાથે નાણાકીય ઉદ્યોગમાં મજબૂત હાજરી ધરાવતું ફંડ હાઉસ હોવું જોઈએ. આદર્શ રીતે પ્રાધાન્ય.

2. જથ્થાત્મક પગલાં

a ફંડ કામગીરી

રોકાણકારે અમુક સમયગાળા માટે ફંડના પ્રદર્શનનું યોગ્ય મૂલ્યાંકન કરવું જોઈએ. ઉપરાંત, એવા ફંડ માટે જવાનું સૂચન કરવામાં આવે છે જે સતત 4-5 વર્ષમાં તેના બેન્ચમાર્કને હરાવી દે છે, વધુમાં, દરેક સમયગાળો જોવો જોઈએ અને જોવું જોઈએ કે ફંડ બેન્ચમાર્કને હરાવવા સક્ષમ છે કે નહીં.

b ફંડનું કદ

રોકાણકારોએ હંમેશા એવા ફંડ માટે જવું જોઈએ જે ન તો ખૂબ મોટું હોય અને ન તો ખૂબ નાનું હોય. જ્યારે ફંડના કદ વચ્ચે કોઈ સંપૂર્ણ વ્યાખ્યા અને સંબંધ નથી, એવું કહેવાય છે કે ખૂબ નાનું અને ખૂબ મોટું બંને, ફંડની કામગીરીને અવરોધી શકે છે. આમ, ફંડની પસંદગી કરતી વખતે, એવી સલાહ આપવામાં આવે છે કે જેની AUM (એસેટ અંડર મેનેજમેન્ટ) લગભગ કેટેગરી જેટલી જ હોય.

3. વધારાના જથ્થાત્મક પગલાં

a ખર્ચ ગુણોત્તર

મ્યુચ્યુઅલ ફંડમાં રોકાણ કરનારા રોકાણકારોએ એસેટ મેનેજમેન્ટ કંપની (AMC). સામાન્ય રીતે, નિષ્ક્રિય રીતે સંચાલિત યોજનાઓ કરતાં સક્રિય રીતે મેનેજ થતી યોજનાઓ માટે ખર્ચનો ગુણોત્તર વધારે હોય છે (જેમ કેઈન્ડેક્સ ફંડ્સ અથવાETFs). સેબીના નિયમો અનુસાર, ઇક્વિટી ફંડ્સ માટે ખર્ચનો ગુણોત્તર ઓછામાં ઓછો 2.5% છે. જો કે, ખર્ચ ગુણોત્તર એવી વસ્તુ છે જે ફંડની કામગીરી વગેરે જેવા અન્ય મહત્વપૂર્ણ પરિબળોને વટાવી ન જોઈએ. ફંડ એ જાણીને કે તે તેના સ્પર્ધકોને સારા માર્જિનથી હરાવી દેશે.

b ગુણોત્તર વિશ્લેષણ

ફંડની કામગીરીને માપવા માટેના કેટલાક મહત્વપૂર્ણ ગુણોત્તર આ પ્રમાણે છે:

વિ. આલ્ફા

આલ્ફા તમારા રોકાણની સફળતા અથવા બેન્ચમાર્ક સામે આઉટપરફોર્મન્સનું માપ છે. તે સામાન્ય બજારમાં ફંડ અથવા શેરે કેટલું પ્રદર્શન કર્યું છે તેના પર માપ કાઢે છે. 1 ના પોઝિટિવ આલ્ફાનો અર્થ એ છે કે ફંડે તેના બેન્ચમાર્ક ઇન્ડેક્સને 1% કરતા આગળ કર્યો છે, જ્યારે -1 નો નકારાત્મક આલ્ફા સૂચવે છે કે ફંડે તેના બજાર બેન્ચમાર્ક કરતાં 1% ઓછું વળતર આપ્યું છે. તેથી, મૂળભૂત રીતે, રોકાણકારની વ્યૂહરચના હકારાત્મક આલ્ફા સાથે સિક્યોરિટીઝ ખરીદવાની હોવી જોઈએ.

ડી. બેટા

તે બેન્ચમાર્કની તુલનામાં સ્ટોકની કિંમત અથવા ફંડમાં વોલેટિલિટીને માપે છે અને તેને સકારાત્મક અથવા નકારાત્મક આંકડાઓમાં દર્શાવવામાં આવે છે. એબેટા 1 નો અર્થ એ છે કે શેરની કિંમત બજારને અનુરૂપ આગળ વધે છે, 1 કરતાં વધુનો બીટા સૂચવે છે કે સ્ટોક બજાર કરતાં વધુ જોખમી છે અને 1 કરતાં ઓછાના બીટાનો અર્થ છે કે સ્ટોક બજાર કરતાં ઓછો જોખમી છે. તેથી, ઘટી રહેલા બજારમાં નીચું બીટા વધુ સારું છે. વધતા બજારમાં, ઉચ્ચ-બીટા વધુ સારું છે.

ઇ. માનક વિચલન (SD)

સરળ શબ્દોમાં કહીએ તો, SD એ ઇન્સ્ટ્રુમેન્ટમાં અસ્થિરતા અથવા જોખમનું પ્રતિનિધિત્વ કરતું આંકડાકીય માપ છે. SD જેટલું ઊંચું હશે, વળતરમાં વધઘટ વધારે હશે.

f શાર્પ રેશિયો

શાર્પ રેશિયો લીધેલા જોખમના સંદર્ભમાં વળતર (નકારાત્મક અને હકારાત્મક બંને) માપે છે. અહીં જોખમ દ્વારા વ્યાખ્યાયિત કરવામાં આવે છેપ્રમાણભૂત વિચલન. ઉચ્ચ શાર્પ રેશિયોનો અર્થ છે, વધારે જોખમ વિના ઊંચું વળતર. આમ, રોકાણ કરતી વખતે, રોકાણકારોએ એવું ફંડ પસંદ કરવું જોઈએ જે ઉચ્ચ શાર્પ રેશિયો દર્શાવે.

g સોર્ટિનો રેશિયો

સોર્ટિનો રેશિયો શાર્પ રેશિયોની વિવિધતા છે. પરંતુ, શાર્પ રેશિયોથી વિપરીત, સોર્ટિનો રેશિયો માત્ર ડાઉનસાઇડ અથવા નેગેટિવ રિટર્નને ધ્યાનમાં લે છે. આવા ગુણોત્તર રોકાણકારો માટે કુલ વોલેટિલિટીના વળતરને જોવા કરતાં વધુ સારી રીતે જોખમનું મૂલ્યાંકન કરવા માટે મદદરૂપ છે.

અપસાઇડ કેપ્ચર રેશિયો અને ડાઉનસાઇડ કેપ્ચર રેશિયો

અપસાઇડ/ડાઉનસાઇડ કેપ્ચર રેશિયો રોકાણકારને માર્ગદર્શન આપે છે- શું ફંડ આઉટપરફોર્મ કર્યું છે એટલે કે બ્રોડ માર્કેટ બેન્ચમાર્ક કરતાં વધુ મેળવ્યું છે કે ઓછું ગુમાવ્યું છે- બજારના તબક્કા દરમિયાન અપસાઇડ (મજબૂત) અથવા ડાઉનસાઇડ (નબળું) અને વધુ મહત્ત્વનું છે કે કેટલું.

વેલ, 100 થી વધુના અપસાઇડ રેશિયોનો અર્થ એ છે કે આપેલ ફંડે હકારાત્મક વળતરના સમયગાળા દરમિયાન બેન્ચમાર્કને પછાડ્યો છે. અને 100 કરતા ઓછાનો ડાઉનસાઇડ રેશિયો દર્શાવે છે કે આપેલ ફંડ નિસ્તેજ વળતરના તબક્કા દરમિયાન તેના બેન્ચમાર્ક કરતાં ઓછું ગુમાવ્યું છે. તેથી, સામાન્ય રીતે, રોકાણકારોએ એવા ફંડ માટે જવું જોઈએ કે જેમાં નીચું ડાઉનસાઈડ કેપ્ચર રેશિયો હોય અને ઉચ્ચ અપસાઈડ કેપ્ચર રેશિયો હોય.

ઇક્વિટી ફંડ ટેક્સેશન

1. લાંબા ગાળાના મૂડી લાભો

INR 1 લાખથી વધુના LTCG જેમાંથી ઉદ્ભવે છેવિમોચન મ્યુચ્યુઅલ ફંડ એકમો અથવા ઇક્વિટી પર 10 ટકા (વત્તા સેસ) અથવા 10.4 ટકાના દરે ટેક્સ લાગશે. લાંબા ગાળાનામૂડી વધારો INR 1 લાખ સુધી મુક્તિ આપવામાં આવશે.

ઉદાહરણ તરીકે, જો તમે નાણાકીય વર્ષમાં સ્ટોક્સ અથવા મ્યુચ્યુઅલ ફંડ રોકાણોમાંથી સંયુક્ત લાંબા ગાળાના મૂડી લાભમાં INR 3 લાખ કમાઓ છો. કરપાત્ર LTCGs INR 2 લાખ (INR 3 લાખ - 1 લાખ) હશે અનેકર જવાબદારી 20 રૂપિયા હશે,000 (INR 2 લાખના 10 ટકા).

લાંબા ગાળાના મૂડી લાભો એ એક વર્ષથી વધુ સમય સુધી રોકાયેલા ઇક્વિટી ફંડના વેચાણ અથવા રિડેમ્પશનથી થતો નફો છે.

2. શોર્ટ ટર્મ કેપિટલ ગેન્સ

જો મ્યુચ્યુઅલ ફંડના એકમો હોલ્ડિંગના એક વર્ષ પહેલાં વેચવામાં આવે, તો શોર્ટ ટર્મ કેપિટલ ગેન્સ (STCGs) ટેક્સ લાગુ થશે. STCGs ટેક્સ 15 ટકા પર યથાવત રાખવામાં આવ્યો છે.

ઇક્વિટી સ્કીમ્સ હોલ્ડિંગ પીરિયડ કર દર
લોંગ ટર્મ કેપિટલ ગેન્સ (LTCG) 1 વર્ષથી વધુ 10% (કોઈ અનુક્રમણિકા વિના) ****
શોર્ટ ટર્મ કેપિટલ ગેઈન્સ (STCG) એક વર્ષ કરતાં ઓછું અથવા તેની બરાબર 15%
વિતરિત ડિવિડન્ડ પર કર - 10%#

*INR 1 લાખ સુધીના લાભો કરમુક્ત છે. INR 1 લાખથી વધુના નફા પર 10% ટેક્સ લાગુ થાય છે.
#10%નો ડિવિડન્ડ ટેક્સ + સરચાર્જ 12% + સેસ 4% =11.648% આરોગ્ય અને શિક્ષણ સેસ 4% રજૂ કરવામાં આવ્યો. અગાઉ, શિક્ષણ ઉપકર 3% હતો.

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શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડની શોધ કરતી વખતે, રોકાણકારોએ ઇક્વિટી ફંડ્સ પસંદ કરવા જોઈએ જે બજારમાં સારો દેખાવ કરી રહ્યાં છે. જ્યારે બજાર ખરાબ થઈ જાય ત્યારે ફંડ કેવી રીતે વર્તે છે અને પ્રદર્શન કરે છે તે જાણવું જોઈએ. ફંડના છેલ્લા ત્રણ વર્ષના પ્રદર્શનનું ઊંડાણપૂર્વક વિશ્લેષણ એ શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડમાંથી એક ખરીદવાનો એક આદર્શ માર્ગ છે.

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samtani, posted on 1 Mar 21 1:12 PM

very informative

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