શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022 - 2023

Updated on December 29, 2025 , 60440 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.

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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Large Cap Fund Growth	₹94.1253 ↑ 0.05	₹50,312	3.8	2.5	9.2	19.5	20.2	9.2
ICICI Prudential Bluechip Fund Growth	₹115.51 ↑ 0.86	₹78,160	5.2	3.5	11.3	18.3	18	11.3
DSP TOP 100 Equity Growth	₹487.324 ↑ 3.68	₹7,187	4.4	1.5	8.4	18.3	14.9	8.4
Bandhan Large Cap Fund Growth	₹80.35 ↑ 0.65	₹2,051	5.7	3.6	8.2	17.7	15.1	8.2
Invesco India Largecap Fund Growth	₹70.97 ↑ 0.08	₹1,723	3.4	0	5.5	17.4	15.8	5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	DSP TOP 100 Equity	Bandhan Large Cap Fund	Invesco India Largecap Fund
Point 1	Upper mid AUM (₹50,312 Cr).	Highest AUM (₹78,160 Cr).	Lower mid AUM (₹7,187 Cr).	Bottom quartile AUM (₹2,051 Cr).	Bottom quartile AUM (₹1,723 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (22 yrs).	Established history (19+ yrs).	Established history (16+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
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: 20.24% (top quartile).	5Y return: 18.00% (upper mid).	5Y return: 14.93% (bottom quartile).	5Y return: 15.06% (bottom quartile).	5Y return: 15.77% (lower mid).
Point 6	3Y return: 19.48% (top quartile).	3Y return: 18.34% (upper mid).	3Y return: 18.25% (lower mid).	3Y return: 17.65% (bottom quartile).	3Y return: 17.38% (bottom quartile).
Point 7	1Y return: 9.15% (upper mid).	1Y return: 11.32% (top quartile).	1Y return: 8.38% (lower mid).	1Y return: 8.22% (bottom quartile).	1Y return: 5.48% (bottom quartile).
Point 8	Alpha: -0.13 (upper mid).	Alpha: 1.62 (top quartile).	Alpha: -1.23 (bottom quartile).	Alpha: -0.76 (lower mid).	Alpha: -2.03 (bottom quartile).
Point 9	Sharpe: 0.22 (upper mid).	Sharpe: 0.33 (top quartile).	Sharpe: 0.12 (bottom quartile).	Sharpe: 0.17 (lower mid).	Sharpe: 0.06 (bottom quartile).
Point 10	Information ratio: 1.45 (top quartile).	Information ratio: 1.40 (upper mid).	Information ratio: 0.76 (bottom quartile).	Information ratio: 0.73 (bottom quartile).	Information ratio: 0.84 (lower mid).

Nippon India Large Cap Fund

Upper mid AUM (₹50,312 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.24% (top quartile).
3Y return: 19.48% (top quartile).
1Y return: 9.15% (upper mid).
Alpha: -0.13 (upper mid).
Sharpe: 0.22 (upper mid).
Information ratio: 1.45 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹78,160 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.00% (upper mid).
3Y return: 18.34% (upper mid).
1Y return: 11.32% (top quartile).
Alpha: 1.62 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: 1.40 (upper mid).

DSP TOP 100 Equity

Lower mid AUM (₹7,187 Cr).
Oldest track record among peers (22 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.93% (bottom quartile).
3Y return: 18.25% (lower mid).
1Y return: 8.38% (lower mid).
Alpha: -1.23 (bottom quartile).
Sharpe: 0.12 (bottom quartile).
Information ratio: 0.76 (bottom quartile).

Bandhan Large Cap Fund

Bottom quartile AUM (₹2,051 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.06% (bottom quartile).
3Y return: 17.65% (bottom quartile).
1Y return: 8.22% (bottom quartile).
Alpha: -0.76 (lower mid).
Sharpe: 0.17 (lower mid).
Information ratio: 0.73 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,723 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.77% (lower mid).
3Y return: 17.38% (bottom quartile).
1Y return: 5.48% (bottom quartile).
Alpha: -2.03 (bottom quartile).
Sharpe: 0.06 (bottom quartile).
Information ratio: 0.84 (lower mid).

5 શ્રેષ્ઠ મિડ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential MidCap Fund Growth	₹315.28 ↑ 2.98	₹7,055	7.8	3.5	11.1	23.3	22.8	11.1
TATA Mid Cap Growth Fund Growth	₹452.357 ↑ 1.21	₹5,420	6.2	3.7	5.8	22.2	20.8	5.8
Aditya Birla Sun Life Midcap Fund Growth	₹804.17 ↑ 6.13	₹6,278	4.7	0.7	4.4	21.2	20.4	4.4
BNP Paribas Mid Cap Fund Growth	₹105.02 ↑ 0.21	₹2,320	5	2.7	2.5	20.4	20.9	2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 25

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential MidCap Fund	TATA Mid Cap Growth Fund	Aditya Birla Sun Life Midcap Fund	BNP Paribas Mid Cap Fund
Point 1	Highest AUM (₹7,055 Cr).	Lower mid AUM (₹5,420 Cr).	Upper mid AUM (₹6,278 Cr).	Bottom quartile AUM (₹2,320 Cr).
Point 2	Established history (21+ yrs).	Oldest track record among peers (31 yrs).	Established history (23+ yrs).	Established history (19+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 22.83% (top quartile).	5Y return: 20.78% (lower mid).	5Y return: 20.45% (bottom quartile).	5Y return: 20.93% (upper mid).
Point 6	3Y return: 23.26% (top quartile).	3Y return: 22.20% (upper mid).	3Y return: 21.21% (lower mid).	3Y return: 20.41% (bottom quartile).
Point 7	1Y return: 11.05% (top quartile).	1Y return: 5.81% (upper mid).	1Y return: 4.36% (lower mid).	1Y return: 2.45% (bottom quartile).
Point 8	Alpha: 1.70 (top quartile).	Alpha: -2.69 (upper mid).	Alpha: -3.78 (bottom quartile).	Alpha: -3.13 (lower mid).
Point 9	Sharpe: 0.25 (top quartile).	Sharpe: 0.01 (upper mid).	Sharpe: -0.06 (bottom quartile).	Sharpe: -0.03 (lower mid).
Point 10	Information ratio: -0.30 (top quartile).	Information ratio: -0.59 (upper mid).	Information ratio: -0.80 (lower mid).	Information ratio: -0.86 (bottom quartile).

ICICI Prudential MidCap Fund

Highest AUM (₹7,055 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.83% (top quartile).
3Y return: 23.26% (top quartile).
1Y return: 11.05% (top quartile).
Alpha: 1.70 (top quartile).
Sharpe: 0.25 (top quartile).
Information ratio: -0.30 (top quartile).

TATA Mid Cap Growth Fund

Lower mid AUM (₹5,420 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.78% (lower mid).
3Y return: 22.20% (upper mid).
1Y return: 5.81% (upper mid).
Alpha: -2.69 (upper mid).
Sharpe: 0.01 (upper mid).
Information ratio: -0.59 (upper mid).

Aditya Birla Sun Life Midcap Fund

Upper mid AUM (₹6,278 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.45% (bottom quartile).
3Y return: 21.21% (lower mid).
1Y return: 4.36% (lower mid).
Alpha: -3.78 (bottom quartile).
Sharpe: -0.06 (bottom quartile).
Information ratio: -0.80 (lower mid).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,320 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.93% (upper mid).
3Y return: 20.41% (bottom quartile).
1Y return: 2.45% (bottom quartile).
Alpha: -3.13 (lower mid).
Sharpe: -0.03 (lower mid).
Information ratio: -0.86 (bottom quartile).

5 શ્રેષ્ઠ સ્મોલ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Small Cap Fund Growth	₹166.329 ↑ 1.74	₹68,572	0.3	-4	-4.7	21.4	27.1	-4.7
Sundaram Small Cap Fund Growth	₹259.613 ↑ 3.36	₹3,450	2	-0.8	0.4	20.2	22.2	0.4
HDFC Small Cap Fund Growth	₹138.821 ↑ 0.49	₹38,020	-1	-1.7	-0.6	20.1	24.5	-0.6
DSP Small Cap Fund Growth	₹195.601 ↑ 2.44	₹17,010	1.8	-3.2	-2.8	19.9	22.4	-2.8
Franklin India Smaller Companies Fund Growth	₹164.498 ↑ 1.75	₹13,529	-0.2	-6.4	-8.4	19.7	22.7	-8.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Small Cap Fund	Sundaram Small Cap Fund	HDFC Small Cap Fund	DSP Small Cap Fund	Franklin India Smaller Companies Fund
Point 1	Highest AUM (₹68,572 Cr).	Bottom quartile AUM (₹3,450 Cr).	Upper mid AUM (₹38,020 Cr).	Lower mid AUM (₹17,010 Cr).	Bottom quartile AUM (₹13,529 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (20 yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	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: 27.14% (top quartile).	5Y return: 22.21% (bottom quartile).	5Y return: 24.49% (upper mid).	5Y return: 22.44% (bottom quartile).	5Y return: 22.69% (lower mid).
Point 6	3Y return: 21.38% (top quartile).	3Y return: 20.21% (upper mid).	3Y return: 20.14% (lower mid).	3Y return: 19.91% (bottom quartile).	3Y return: 19.74% (bottom quartile).
Point 7	1Y return: -4.75% (bottom quartile).	1Y return: 0.39% (top quartile).	1Y return: -0.58% (upper mid).	1Y return: -2.79% (lower mid).	1Y return: -8.39% (bottom quartile).
Point 8	Alpha: -1.19 (bottom quartile).	Alpha: 4.26 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: -3.60 (bottom quartile).
Point 9	Sharpe: -0.40 (bottom quartile).	Sharpe: -0.13 (top quartile).	Sharpe: -0.18 (lower mid).	Sharpe: -0.16 (upper mid).	Sharpe: -0.51 (bottom quartile).
Point 10	Information ratio: 0.05 (top quartile).	Information ratio: -0.14 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.13 (bottom quartile).

Nippon India Small Cap Fund

Highest AUM (₹68,572 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 27.14% (top quartile).
3Y return: 21.38% (top quartile).
1Y return: -4.75% (bottom quartile).
Alpha: -1.19 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: 0.05 (top quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,450 Cr).
Oldest track record among peers (20 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.21% (bottom quartile).
3Y return: 20.21% (upper mid).
1Y return: 0.39% (top quartile).
Alpha: 4.26 (top quartile).
Sharpe: -0.13 (top quartile).
Information ratio: -0.14 (bottom quartile).

HDFC Small Cap Fund

Upper mid AUM (₹38,020 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 24.49% (upper mid).
3Y return: 20.14% (lower mid).
1Y return: -0.58% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.18 (lower mid).
Information ratio: 0.00 (upper mid).

DSP Small Cap Fund

Lower mid AUM (₹17,010 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.44% (bottom quartile).
3Y return: 19.91% (bottom quartile).
1Y return: -2.79% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.16 (upper mid).
Information ratio: 0.00 (lower mid).

Franklin India Smaller Companies Fund

Bottom quartile AUM (₹13,529 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.69% (lower mid).
3Y return: 19.74% (bottom quartile).
1Y return: -8.39% (bottom quartile).
Alpha: -3.60 (bottom quartile).
Sharpe: -0.51 (bottom quartile).
Information ratio: -0.13 (bottom quartile).

5 શ્રેષ્ઠ લાર્જ અને મિડ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Growth Opportunities Fund Growth	₹100.61 ↑ 0.83	₹9,406	1.4	-1.5	4.7	23.7	19.6	4.7
Bandhan Core Equity Fund Growth	₹139.751 ↑ 1.09	₹12,784	4.9	4	7.5	23.6	22	7.5
UTI Core Equity Fund Growth	₹188.143 ↑ 1.63	₹5,498	7.3	2.8	7.4	22.5	22	7.4
ICICI Prudential Large & Mid Cap Fund Growth	₹1,052.58 ↑ 10.45	₹26,939	5.3	4.2	14.4	21.4	23.2	14.4
DSP Equity Opportunities Fund Growth	₹646.282 ↑ 2.11	₹17,215	5.9	2.6	7.1	20.7	19.2	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Bandhan Core Equity Fund	UTI Core Equity Fund	ICICI Prudential Large & Mid Cap Fund	DSP Equity Opportunities Fund
Point 1	Bottom quartile AUM (₹9,406 Cr).	Lower mid AUM (₹12,784 Cr).	Bottom quartile AUM (₹5,498 Cr).	Highest AUM (₹26,939 Cr).	Upper mid AUM (₹17,215 Cr).
Point 2	Established history (18+ yrs).	Established history (20+ yrs).	Established history (16+ yrs).	Oldest track record among peers (27 yrs).	Established history (25+ yrs).
Point 3	Top rated.	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).	Rating: 5★ (upper mid).
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: 19.59% (bottom quartile).	5Y return: 22.01% (upper mid).	5Y return: 22.01% (lower mid).	5Y return: 23.16% (top quartile).	5Y return: 19.20% (bottom quartile).
Point 6	3Y return: 23.72% (top quartile).	3Y return: 23.55% (upper mid).	3Y return: 22.47% (lower mid).	3Y return: 21.40% (bottom quartile).	3Y return: 20.67% (bottom quartile).
Point 7	1Y return: 4.69% (bottom quartile).	1Y return: 7.50% (upper mid).	1Y return: 7.41% (lower mid).	1Y return: 14.39% (top quartile).	1Y return: 7.10% (bottom quartile).
Point 8	Alpha: 2.54 (upper mid).	Alpha: 0.27 (lower mid).	Alpha: -1.49 (bottom quartile).	Alpha: 3.94 (top quartile).	Alpha: -2.52 (bottom quartile).
Point 9	Sharpe: 0.31 (upper mid).	Sharpe: 0.20 (lower mid).	Sharpe: 0.08 (bottom quartile).	Sharpe: 0.51 (top quartile).	Sharpe: 0.00 (bottom quartile).
Point 10	Information ratio: 0.98 (upper mid).	Information ratio: 1.33 (top quartile).	Information ratio: 0.79 (lower mid).	Information ratio: 0.46 (bottom quartile).	Information ratio: 0.25 (bottom quartile).

Invesco India Growth Opportunities Fund

Bottom quartile AUM (₹9,406 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.59% (bottom quartile).
3Y return: 23.72% (top quartile).
1Y return: 4.69% (bottom quartile).
Alpha: 2.54 (upper mid).
Sharpe: 0.31 (upper mid).
Information ratio: 0.98 (upper mid).

Bandhan Core Equity Fund

Lower mid AUM (₹12,784 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.01% (upper mid).
3Y return: 23.55% (upper mid).
1Y return: 7.50% (upper mid).
Alpha: 0.27 (lower mid).
Sharpe: 0.20 (lower mid).
Information ratio: 1.33 (top quartile).

UTI Core Equity Fund

Bottom quartile AUM (₹5,498 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.01% (lower mid).
3Y return: 22.47% (lower mid).
1Y return: 7.41% (lower mid).
Alpha: -1.49 (bottom quartile).
Sharpe: 0.08 (bottom quartile).
Information ratio: 0.79 (lower mid).

ICICI Prudential Large & Mid Cap Fund

Highest AUM (₹26,939 Cr).
Oldest track record among peers (27 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.16% (top quartile).
3Y return: 21.40% (bottom quartile).
1Y return: 14.39% (top quartile).
Alpha: 3.94 (top quartile).
Sharpe: 0.51 (top quartile).
Information ratio: 0.46 (bottom quartile).

DSP Equity Opportunities Fund

Upper mid AUM (₹17,215 Cr).
Established history (25+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.20% (bottom quartile).
3Y return: 20.67% (bottom quartile).
1Y return: 7.10% (bottom quartile).
Alpha: -2.52 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: 0.25 (bottom quartile).

5 શ્રેષ્ઠ ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સ (ELSS)

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Magnum Tax Gain Fund Growth	₹454.124 ↑ 3.73	₹32,327	6	2.3	6.6	24	21.7	6.6
Motilal Oswal Long Term Equity Fund Growth	₹50.5336 ↑ 0.48	₹4,444	-1.4	-5.4	-9.1	22.6	19.9	-9.1
HDFC Tax Saver Fund Growth	₹1,460.59 ↑ 2.08	₹17,241	3.5	2.3	10.3	21.2	21.6	10.3
IDBI Equity Advantage Fund Growth	₹43.39 ↑ 0.04	₹485	9.7	15.1	16.9	20.8	10
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	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 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Magnum Tax Gain Fund	Motilal Oswal Long Term Equity Fund	HDFC Tax Saver Fund	IDBI Equity Advantage Fund	HDFC Long Term Advantage Fund
Point 1	Highest AUM (₹32,327 Cr).	Lower mid AUM (₹4,444 Cr).	Upper mid AUM (₹17,241 Cr).	Bottom quartile AUM (₹485 Cr).	Bottom quartile AUM (₹1,318 Cr).
Point 2	Established history (18+ yrs).	Established history (10+ yrs).	Oldest track record among peers (29 yrs).	Established history (12+ yrs).	Established history (25+ yrs).
Point 3	Rating: 2★ (lower mid).	Not Rated.	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).
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: 21.72% (top quartile).	5Y return: 19.86% (lower mid).	5Y return: 21.64% (upper mid).	5Y return: 9.97% (bottom quartile).	5Y return: 17.39% (bottom quartile).
Point 6	3Y return: 24.00% (top quartile).	3Y return: 22.56% (upper mid).	3Y return: 21.23% (lower mid).	3Y return: 20.84% (bottom quartile).	3Y return: 20.64% (bottom quartile).
Point 7	1Y return: 6.60% (bottom quartile).	1Y return: -9.07% (bottom quartile).	1Y return: 10.26% (lower mid).	1Y return: 16.92% (upper mid).	1Y return: 35.51% (top quartile).
Point 8	Alpha: -1.43 (bottom quartile).	Alpha: -7.87 (bottom quartile).	Alpha: 2.31 (top quartile).	Alpha: 1.78 (upper mid).	Alpha: 1.75 (lower mid).
Point 9	Sharpe: -0.04 (bottom quartile).	Sharpe: -0.21 (bottom quartile).	Sharpe: 0.30 (lower mid).	Sharpe: 1.21 (upper mid).	Sharpe: 2.27 (top quartile).
Point 10	Information ratio: 1.89 (top quartile).	Information ratio: 0.66 (lower mid).	Information ratio: 1.26 (upper mid).	Information ratio: -1.13 (bottom quartile).	Information ratio: -0.15 (bottom quartile).

SBI Magnum Tax Gain Fund

Highest AUM (₹32,327 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.72% (top quartile).
3Y return: 24.00% (top quartile).
1Y return: 6.60% (bottom quartile).
Alpha: -1.43 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: 1.89 (top quartile).

Motilal Oswal Long Term Equity Fund

Lower mid AUM (₹4,444 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 19.86% (lower mid).
3Y return: 22.56% (upper mid).
1Y return: -9.07% (bottom quartile).
Alpha: -7.87 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: 0.66 (lower mid).

HDFC Tax Saver Fund

Upper mid AUM (₹17,241 Cr).
Oldest track record among peers (29 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.64% (upper mid).
3Y return: 21.23% (lower mid).
1Y return: 10.26% (lower mid).
Alpha: 2.31 (top quartile).
Sharpe: 0.30 (lower mid).
Information ratio: 1.26 (upper mid).

IDBI Equity Advantage Fund

Bottom quartile AUM (₹485 Cr).
Established history (12+ 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 (upper 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 (25+ 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 (lower mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (bottom quartile).

5 શ્રેષ્ઠ ડાઇવર્સિફાઇડ/મલ્ટી કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Multi Cap Fund Growth	₹300.638 ↑ 2.50	₹50,048	1.4	-0.7	4.1	21.8	25.2	4.1
Motilal Oswal Multicap 35 Fund Growth	₹60.2748 ↑ 0.39	₹14,312	0.8	-5.1	-5.6	21.7	15	-5.6
HDFC Equity Fund Growth	₹2,078.46 ↑ 6.11	₹94,069	3.5	3.7	11.4	21.6	23.7	11.4
JM Multicap Fund Growth	₹96.5295 ↓ -0.47	₹6,015	0.4	-2.5	-6.8	20.2	20	-6.8
ICICI Prudential Multicap Fund Growth	₹808.66 ↑ 2.69	₹16,148	3.8	0.6	5.7	20	19.8	5.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Multi Cap Fund	Motilal Oswal Multicap 35 Fund	HDFC Equity Fund	JM Multicap Fund	ICICI Prudential Multicap Fund
Point 1	Upper mid AUM (₹50,048 Cr).	Bottom quartile AUM (₹14,312 Cr).	Highest AUM (₹94,069 Cr).	Bottom quartile AUM (₹6,015 Cr).	Lower mid AUM (₹16,148 Cr).
Point 2	Established history (20+ yrs).	Established history (11+ yrs).	Oldest track record among peers (31 yrs).	Established history (17+ yrs).	Established history (31+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	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: 25.18% (top quartile).	5Y return: 15.04% (bottom quartile).	5Y return: 23.69% (upper mid).	5Y return: 20.04% (lower mid).	5Y return: 19.78% (bottom quartile).
Point 6	3Y return: 21.84% (top quartile).	3Y return: 21.66% (upper mid).	3Y return: 21.58% (lower mid).	3Y return: 20.24% (bottom quartile).	3Y return: 19.98% (bottom quartile).
Point 7	1Y return: 4.06% (lower mid).	1Y return: -5.63% (bottom quartile).	1Y return: 11.43% (top quartile).	1Y return: -6.83% (bottom quartile).	1Y return: 5.72% (upper mid).
Point 8	Alpha: -0.86 (upper mid).	Alpha: -5.55 (bottom quartile).	Alpha: 3.46 (top quartile).	Alpha: -10.59 (bottom quartile).	Alpha: -2.19 (lower mid).
Point 9	Sharpe: -0.06 (upper mid).	Sharpe: -0.21 (bottom quartile).	Sharpe: 0.42 (top quartile).	Sharpe: -0.60 (bottom quartile).	Sharpe: -0.17 (lower mid).
Point 10	Information ratio: 0.71 (lower mid).	Information ratio: 0.66 (bottom quartile).	Information ratio: 1.30 (top quartile).	Information ratio: 0.78 (upper mid).	Information ratio: 0.20 (bottom quartile).

Nippon India Multi Cap Fund

Upper mid AUM (₹50,048 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 25.18% (top quartile).
3Y return: 21.84% (top quartile).
1Y return: 4.06% (lower mid).
Alpha: -0.86 (upper mid).
Sharpe: -0.06 (upper mid).
Information ratio: 0.71 (lower mid).

Motilal Oswal Multicap 35 Fund

Bottom quartile AUM (₹14,312 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.04% (bottom quartile).
3Y return: 21.66% (upper mid).
1Y return: -5.63% (bottom quartile).
Alpha: -5.55 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: 0.66 (bottom quartile).

HDFC Equity Fund

Highest AUM (₹94,069 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.69% (upper mid).
3Y return: 21.58% (lower mid).
1Y return: 11.43% (top quartile).
Alpha: 3.46 (top quartile).
Sharpe: 0.42 (top quartile).
Information ratio: 1.30 (top quartile).

JM Multicap Fund

Bottom quartile AUM (₹6,015 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.04% (lower mid).
3Y return: 20.24% (bottom quartile).
1Y return: -6.83% (bottom quartile).
Alpha: -10.59 (bottom quartile).
Sharpe: -0.60 (bottom quartile).
Information ratio: 0.78 (upper mid).

ICICI Prudential Multicap Fund

Lower mid AUM (₹16,148 Cr).
Established history (31+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.78% (bottom quartile).
3Y return: 19.98% (bottom quartile).
1Y return: 5.72% (upper mid).
Alpha: -2.19 (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: 0.20 (bottom quartile).

5 શ્રેષ્ઠ ક્ષેત્રના ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Banking & Financial Services Fund Growth	₹45.932 ↑ 0.11	₹9,813	8	5.7	20.4	19.5	16.8	20.4
UTI Transportation & Logistics Fund Growth	₹298.129 ↑ 2.53	₹4,067	1.8	12	19.5	25.7	23.2	19.5
TATA Banking and Financial Services Fund Growth	₹45.2878 ↑ 0.06	₹3,214	7.5	1.7	17.5	16	15.3	17.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹64.43 ↑ 0.28	₹3,708	7.9	3.2	17.5	15.9	15.2	17.5
Nippon India Banking Fund Growth	₹661.683 ↑ 1.33	₹7,792	7.2	1.7	17.4	17.2	20.3	17.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Banking & Financial Services Fund	UTI Transportation & Logistics Fund	TATA Banking and Financial Services Fund	Aditya Birla Sun Life Banking And Financial Services Fund	Nippon India Banking Fund
Point 1	Highest AUM (₹9,813 Cr).	Lower mid AUM (₹4,067 Cr).	Bottom quartile AUM (₹3,214 Cr).	Bottom quartile AUM (₹3,708 Cr).	Upper mid AUM (₹7,792 Cr).
Point 2	Established history (10+ yrs).	Established history (21+ yrs).	Established history (10+ yrs).	Established history (12+ yrs).	Oldest track record among peers (22 yrs).
Point 3	Not Rated.	Rating: 3★ (upper mid).	Not Rated.	Top rated.	Rating: 3★ (lower mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 16.79% (lower mid).	5Y return: 23.16% (top quartile).	5Y return: 15.35% (bottom quartile).	5Y return: 15.15% (bottom quartile).	5Y return: 20.29% (upper mid).
Point 6	3Y return: 19.52% (upper mid).	3Y return: 25.72% (top quartile).	3Y return: 16.03% (bottom quartile).	3Y return: 15.86% (bottom quartile).	3Y return: 17.16% (lower mid).
Point 7	1Y return: 20.42% (top quartile).	1Y return: 19.53% (upper mid).	1Y return: 17.52% (lower mid).	1Y return: 17.49% (bottom quartile).	1Y return: 17.38% (bottom quartile).
Point 8	Alpha: 0.83 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -1.76 (bottom quartile).	Alpha: -2.82 (bottom quartile).	Alpha: -1.36 (lower mid).
Point 9	Sharpe: 0.88 (top quartile).	Sharpe: 0.72 (upper mid).	Sharpe: 0.69 (bottom quartile).	Sharpe: 0.63 (bottom quartile).	Sharpe: 0.71 (lower mid).
Point 10	Information ratio: 0.94 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.44 (lower mid).	Information ratio: 0.29 (bottom quartile).	Information ratio: 0.69 (upper mid).

SBI Banking & Financial Services Fund

Highest AUM (₹9,813 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: High.
5Y return: 16.79% (lower mid).
3Y return: 19.52% (upper mid).
1Y return: 20.42% (top quartile).
Alpha: 0.83 (top quartile).
Sharpe: 0.88 (top quartile).
Information ratio: 0.94 (top quartile).

UTI Transportation & Logistics Fund

Lower mid AUM (₹4,067 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 23.16% (top quartile).
3Y return: 25.72% (top quartile).
1Y return: 19.53% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.72 (upper mid).
Information ratio: 0.00 (bottom quartile).

TATA Banking and Financial Services Fund

Bottom quartile AUM (₹3,214 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: High.
5Y return: 15.35% (bottom quartile).
3Y return: 16.03% (bottom quartile).
1Y return: 17.52% (lower mid).
Alpha: -1.76 (bottom quartile).
Sharpe: 0.69 (bottom quartile).
Information ratio: 0.44 (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,708 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.15% (bottom quartile).
3Y return: 15.86% (bottom quartile).
1Y return: 17.49% (bottom quartile).
Alpha: -2.82 (bottom quartile).
Sharpe: 0.63 (bottom quartile).
Information ratio: 0.29 (bottom quartile).

Nippon India Banking Fund

Upper mid AUM (₹7,792 Cr).
Oldest track record among peers (22 yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 20.29% (upper mid).
3Y return: 17.16% (lower mid).
1Y return: 17.38% (bottom quartile).
Alpha: -1.36 (lower mid).
Sharpe: 0.71 (lower mid).
Information ratio: 0.69 (upper mid).

5 શ્રેષ્ઠ કેન્દ્રિત ઇક્વિટી ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Focused Equity Fund Growth	₹98.3 ↑ 0.44	₹14,146	6.7	5.7	15.4	23.3	22	15.4
HDFC Focused 30 Fund Growth	₹239.659 ↑ 0.92	₹26,230	3.2	3.2	10.9	21.2	24.2	10.9
DSP Focus Fund Growth	₹56.129 ↑ 0.45	₹2,707	4.7	1.8	7.3	19.5	14.8	7.3
SBI Focused Equity Fund Growth	₹381.954 ↑ 0.86	₹42,773	7.5	6.3	15.9	18.2	16.7
Aditya Birla Sun Life Focused Equity Fund Growth	₹149.172 ↑ 0.96	₹8,211	8	3.1	10.1	17.2	15.4	10.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Focused Equity Fund	HDFC Focused 30 Fund	DSP Focus Fund	SBI Focused Equity Fund	Aditya Birla Sun Life Focused Equity Fund
Point 1	Lower mid AUM (₹14,146 Cr).	Upper mid AUM (₹26,230 Cr).	Bottom quartile AUM (₹2,707 Cr).	Highest AUM (₹42,773 Cr).	Bottom quartile AUM (₹8,211 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (21+ yrs).	Established history (20+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Top rated.
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: 21.99% (upper mid).	5Y return: 24.18% (top quartile).	5Y return: 14.81% (bottom quartile).	5Y return: 16.66% (lower mid).	5Y return: 15.40% (bottom quartile).
Point 6	3Y return: 23.27% (top quartile).	3Y return: 21.24% (upper mid).	3Y return: 19.52% (lower mid).	3Y return: 18.21% (bottom quartile).	3Y return: 17.16% (bottom quartile).
Point 7	1Y return: 15.44% (upper mid).	1Y return: 10.93% (lower mid).	1Y return: 7.34% (bottom quartile).	1Y return: 15.92% (top quartile).	1Y return: 10.14% (bottom quartile).
Point 8	Alpha: 6.72 (upper mid).	Alpha: 2.74 (lower mid).	Alpha: -0.10 (bottom quartile).	Alpha: 8.28 (top quartile).	Alpha: 1.77 (bottom quartile).
Point 9	Sharpe: 0.57 (upper mid).	Sharpe: 0.37 (lower mid).	Sharpe: 0.08 (bottom quartile).	Sharpe: 0.76 (top quartile).	Sharpe: 0.23 (bottom quartile).
Point 10	Information ratio: 1.65 (top quartile).	Information ratio: 1.06 (upper mid).	Information ratio: 0.45 (lower mid).	Information ratio: 0.35 (bottom quartile).	Information ratio: 0.02 (bottom quartile).

ICICI Prudential Focused Equity Fund

Lower mid AUM (₹14,146 Cr).
Established history (16+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.99% (upper mid).
3Y return: 23.27% (top quartile).
1Y return: 15.44% (upper mid).
Alpha: 6.72 (upper mid).
Sharpe: 0.57 (upper mid).
Information ratio: 1.65 (top quartile).

HDFC Focused 30 Fund

Upper mid AUM (₹26,230 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 24.18% (top quartile).
3Y return: 21.24% (upper mid).
1Y return: 10.93% (lower mid).
Alpha: 2.74 (lower mid).
Sharpe: 0.37 (lower mid).
Information ratio: 1.06 (upper mid).

DSP Focus Fund

Bottom quartile AUM (₹2,707 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.81% (bottom quartile).
3Y return: 19.52% (lower mid).
1Y return: 7.34% (bottom quartile).
Alpha: -0.10 (bottom quartile).
Sharpe: 0.08 (bottom quartile).
Information ratio: 0.45 (lower mid).

SBI Focused Equity Fund

Highest AUM (₹42,773 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.66% (lower mid).
3Y return: 18.21% (bottom quartile).
1Y return: 15.92% (top quartile).
Alpha: 8.28 (top quartile).
Sharpe: 0.76 (top quartile).
Information ratio: 0.35 (bottom quartile).

Aditya Birla Sun Life Focused Equity Fund

Bottom quartile AUM (₹8,211 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.40% (bottom quartile).
3Y return: 17.16% (bottom quartile).
1Y return: 10.14% (bottom quartile).
Alpha: 1.77 (bottom quartile).
Sharpe: 0.23 (bottom quartile).
Information ratio: 0.02 (bottom quartile).

5 શ્રેષ્ઠ ડિવિડન્ડ યીલ્ડ ઇક્વિટી ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Dividend Yield Equity Fund Growth	₹55 ↑ 0.15	₹6,358	4.4	3.9	11.8	23.4	24.7	11.8
UTI Dividend Yield Fund Growth	₹182.645 ↑ 0.11	₹3,936	4.7	2.4	5.3	21.2	18.5	5.3
Aditya Birla Sun Life Dividend Yield Fund Growth	₹461.04 ↑ 3.10	₹1,505	5.4	0.9	1.9	19	19.3
Templeton India Equity Income Fund Growth	₹140.224 ↑ 1.06	₹2,384	2.2	-0.2	1.3	17.5	19.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jan 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential Dividend Yield Equity Fund	UTI Dividend Yield Fund	Aditya Birla Sun Life Dividend Yield Fund	Templeton India Equity Income Fund
Point 1	Highest AUM (₹6,358 Cr).	Upper mid AUM (₹3,936 Cr).	Bottom quartile AUM (₹1,505 Cr).	Lower mid AUM (₹2,384 Cr).
Point 2	Established history (11+ yrs).	Established history (20+ yrs).	Oldest track record among peers (22 yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 1★ (lower mid).	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 24.73% (top quartile).	5Y return: 18.51% (bottom quartile).	5Y return: 19.28% (lower mid).	5Y return: 19.57% (upper mid).
Point 6	3Y return: 23.40% (top quartile).	3Y return: 21.16% (upper mid).	3Y return: 19.02% (lower mid).	3Y return: 17.47% (bottom quartile).
Point 7	1Y return: 11.85% (top quartile).	1Y return: 5.33% (upper mid).	1Y return: 1.93% (lower mid).	1Y return: 1.34% (bottom quartile).
Point 8	Alpha: 3.18 (top quartile).	Alpha: -4.55 (upper mid).	Alpha: -7.08 (lower mid).	Alpha: -7.26 (bottom quartile).
Point 9	Sharpe: 0.36 (top quartile).	Sharpe: -0.25 (upper mid).	Sharpe: -0.40 (lower mid).	Sharpe: -0.62 (bottom quartile).
Point 10	Information ratio: 1.44 (top quartile).	Information ratio: 0.84 (upper mid).	Information ratio: 0.52 (lower mid).	Information ratio: 0.13 (bottom quartile).

ICICI Prudential Dividend Yield Equity Fund

Highest AUM (₹6,358 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.73% (top quartile).
3Y return: 23.40% (top quartile).
1Y return: 11.85% (top quartile).
Alpha: 3.18 (top quartile).
Sharpe: 0.36 (top quartile).
Information ratio: 1.44 (top quartile).

UTI Dividend Yield Fund

Upper mid AUM (₹3,936 Cr).
Established history (20+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.51% (bottom quartile).
3Y return: 21.16% (upper mid).
1Y return: 5.33% (upper mid).
Alpha: -4.55 (upper mid).
Sharpe: -0.25 (upper mid).
Information ratio: 0.84 (upper mid).

Aditya Birla Sun Life Dividend Yield Fund

Bottom quartile AUM (₹1,505 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.28% (lower mid).
3Y return: 19.02% (lower mid).
1Y return: 1.93% (lower mid).
Alpha: -7.08 (lower mid).
Sharpe: -0.40 (lower mid).
Information ratio: 0.52 (lower mid).

Templeton India Equity Income Fund

Lower mid AUM (₹2,384 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.57% (upper mid).
3Y return: 17.47% (bottom quartile).
1Y return: 1.34% (bottom quartile).
Alpha: -7.26 (bottom quartile).
Sharpe: -0.62 (bottom quartile).
Information ratio: 0.13 (bottom quartile).

5 શ્રેષ્ઠ મૂલ્ય ઇક્વિટી ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Value Fund Growth	₹231.747 ↑ 2.11	₹9,246	3.8	1.2	4.2	22	21.5	4.2
ICICI Prudential Value Discovery Fund Growth	₹497.42 ↓ -1.24	₹60,391	6.8	5.3	13.8	21.5	23.4	13.8
JM Value Fund Growth	₹95.8032 ↓ -0.53	₹987	0.9	-4.1	-4.4	20.9	20.4	-4.4
Aditya Birla Sun Life Pure Value Fund Growth	₹130.189 ↑ 0.74	₹6,361	6.9	1.4	2.6	20.2	19.3	2.6
Tata Equity PE Fund Growth	₹363.935 ↑ 2.83	₹9,032	6.7	3	3.7	20	18.6	3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Value Fund	ICICI Prudential Value Discovery Fund	JM Value Fund	Aditya Birla Sun Life Pure Value Fund	Tata Equity PE Fund
Point 1	Upper mid AUM (₹9,246 Cr).	Highest AUM (₹60,391 Cr).	Bottom quartile AUM (₹987 Cr).	Bottom quartile AUM (₹6,361 Cr).	Lower mid AUM (₹9,032 Cr).
Point 2	Established history (20+ yrs).	Established history (21+ yrs).	Oldest track record among peers (28 yrs).	Established history (17+ yrs).	Established history (21+ yrs).
Point 3	Not Rated.	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 21.52% (upper mid).	5Y return: 23.36% (top quartile).	5Y return: 20.44% (lower mid).	5Y return: 19.32% (bottom quartile).	5Y return: 18.58% (bottom quartile).
Point 6	3Y return: 21.96% (top quartile).	3Y return: 21.50% (upper mid).	3Y return: 20.85% (lower mid).	3Y return: 20.23% (bottom quartile).	3Y return: 20.03% (bottom quartile).
Point 7	1Y return: 4.16% (upper mid).	1Y return: 13.78% (top quartile).	1Y return: -4.41% (bottom quartile).	1Y return: 2.58% (bottom quartile).	1Y return: 3.72% (lower mid).
Point 8	Alpha: -1.42 (upper mid).	Alpha: 4.42 (top quartile).	Alpha: -9.62 (bottom quartile).	Alpha: -5.62 (bottom quartile).	Alpha: -4.05 (lower mid).
Point 9	Sharpe: -0.01 (upper mid).	Sharpe: 0.50 (top quartile).	Sharpe: -0.49 (bottom quartile).	Sharpe: -0.20 (bottom quartile).	Sharpe: -0.17 (lower mid).
Point 10	Information ratio: 1.63 (top quartile).	Information ratio: 1.05 (upper mid).	Information ratio: 0.70 (bottom quartile).	Information ratio: 0.62 (bottom quartile).	Information ratio: 0.91 (lower mid).

Nippon India Value Fund

Upper mid AUM (₹9,246 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 21.52% (upper mid).
3Y return: 21.96% (top quartile).
1Y return: 4.16% (upper mid).
Alpha: -1.42 (upper mid).
Sharpe: -0.01 (upper mid).
Information ratio: 1.63 (top quartile).

ICICI Prudential Value Discovery Fund

Highest AUM (₹60,391 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.36% (top quartile).
3Y return: 21.50% (upper mid).
1Y return: 13.78% (top quartile).
Alpha: 4.42 (top quartile).
Sharpe: 0.50 (top quartile).
Information ratio: 1.05 (upper mid).

JM Value Fund

Bottom quartile AUM (₹987 Cr).
Oldest track record among peers (28 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 20.44% (lower mid).
3Y return: 20.85% (lower mid).
1Y return: -4.41% (bottom quartile).
Alpha: -9.62 (bottom quartile).
Sharpe: -0.49 (bottom quartile).
Information ratio: 0.70 (bottom quartile).

Aditya Birla Sun Life Pure Value Fund

Bottom quartile AUM (₹6,361 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.32% (bottom quartile).
3Y return: 20.23% (bottom quartile).
1Y return: 2.58% (bottom quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.62 (bottom quartile).

Tata Equity PE Fund

Lower mid AUM (₹9,032 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.58% (bottom quartile).
3Y return: 20.03% (bottom quartile).
1Y return: 3.72% (lower mid).
Alpha: -4.05 (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: 0.91 (lower mid).

*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

Highest AUM (₹1,689 Cr).
Oldest track record among peers (18 yrs).
Top rated.
Risk profile: High.
5Y return: 22.59% (top quartile).
3Y return: 49.18% (top quartile).
1Y return: 168.93% (top quartile).
Alpha: -4.29 (bottom quartile).
Sharpe: 2.51 (lower mid).
Information ratio: -1.02 (bottom quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding BGF World Gold I2 (~73.8%).
Top-3 holdings concentration ~100.4%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund Growth
Launch Date	14 Sep 07
NAV (30 Dec 25)	₹53.3879 ↑ 0.36 (0.68 %)
Net Assets (Cr)	₹1,689 on 30 Nov 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	2.51
Information Ratio	-1.02
Alpha Ratio	-4.29
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.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹9,101
31 Dec 22	₹8,405
31 Dec 23	₹8,991
31 Dec 24	₹10,424

DSP World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 30 Dec 25

Duration	Returns
1 Month	7.7%
3 Month	19.4%
6 Month	78.5%
1 Year	168.9%
3 Year	49.2%
5 Year	22.6%
10 Year
15 Year
Since launch	9.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023	15.9%
2022	7%
2021	-7.7%
2020	-9%
2019	31.4%
2018	35.1%
2017	-10.7%
2016	-4%
2015	52.7%

Fund Manager information for DSP World Gold Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	12.76 Yr.

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

Equity Sector Allocation

Sector	Value
Basic Materials	93.58%

Asset Allocation

Asset Class	Value
Cash	3.5%
Equity	93.84%
Debt	0.01%
Other	2.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	74%	₹1,246 Cr	1,278,985 ↓ -68,948
VanEck Gold Miners ETF - \| GDX	25%	₹427 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	1%	₹24 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹8 Cr

2. DSP World Mining Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. 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.

Research Highlights for DSP World Mining Fund

Upper mid AUM (₹181 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 16.72% (upper mid).
3Y return: 18.14% (upper mid).
1Y return: 79.96% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 1.75 (bottom quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding BGF World Mining I2 (~99.3%).
Top-3 holdings concentration ~100.6%.

Below is the key information for DSP World Mining Fund

DSP World Mining Fund Growth
Launch Date	29 Dec 09
NAV (31 Dec 25)	₹26.8461 ↓ -0.04 (-0.16 %)
Net Assets (Cr)	₹181 on 30 Nov 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.14
Sharpe Ratio	1.75
Information Ratio	0
Alpha Ratio	0
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.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹11,803
31 Dec 22	₹13,238
31 Dec 23	₹13,240
31 Dec 24	₹12,171

DSP World Mining Fund SIP 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 World Mining Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25

Duration	Returns
1 Month	9.4%
3 Month	18.6%
6 Month	57%
1 Year	80%
3 Year	18.1%
5 Year	16.7%
10 Year
15 Year
Since launch	6.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023	-8.1%
2022	0%
2021	12.2%
2020	18%
2019	34.9%
2018	21.5%
2017	-9.4%
2016	21.1%
2015	49.7%

Fund Manager information for DSP World Mining Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	12.76 Yr.

Data below for DSP World Mining Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Basic Materials	96.07%
Energy	1.35%

Asset Allocation

Asset Class	Value
Cash	2.51%
Equity	97.49%
Debt	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Mining I2 Investment Fund \| -	99%	₹180 Cr	193,620
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	1%	₹2 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹1 Cr

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

Upper mid AUM (₹182 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 15.30% (upper mid).
3Y return: 22.84% (upper mid).
1Y return: 50.00% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 2.69 (top quartile).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~91%).
Largest holding JPM Europe Dynamic I (acc) EUR (~95.7%).
Top-3 holdings concentration ~100.6%.

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 (30 Dec 25)	₹27.6025 ↑ 0.18 (0.67 %)
Net Assets (Cr)	₹182 on 30 Nov 25
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.39
Sharpe Ratio	2.69
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.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹11,701
31 Dec 22	₹10,995
31 Dec 23	₹12,893
31 Dec 24	₹13,585

Edelweiss Europe Dynamic Equity Off-shore Fund SIP 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 30 Dec 25

Duration	Returns
1 Month	4.8%
3 Month	8.8%
6 Month	13.6%
1 Year	50%
3 Year	22.8%
5 Year	15.3%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023	5.4%
2022	17.3%
2021	-6%
2020	17%
2019	13.5%
2018	22.9%
2017	-12.2%
2016	12.5%
2015	-3.9%

Fund Manager information for Edelweiss Europe Dynamic Equity Off-shore Fund

Name	Since	Tenure
Bhavesh Jain	9 Apr 18	7.65 Yr.
Bharat Lahoti	1 Oct 21	4.17 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	21.41%
Industrials	17.09%
Health Care	12.98%
Technology	9.19%
Energy	6.69%
Consumer Cyclical	6.68%
Consumer Defensive	6.36%
Utility	4.34%
Basic Materials	3.95%
Communication Services	2.53%
Real Estate	0%

Asset Allocation

Asset Class	Value
Cash	8.67%
Equity	91.21%
Debt	0.12%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Europe Dynamic I (acc) EUR Investment Fund \| -	96%	₹174 Cr	294,355 ↑ 6,090
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	5%	₹8 Cr
Net Receivables/(Payables) CBLO \| -	0%	-₹1 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

4. Invesco India Feeder- Invesco Pan European Equity Fund

(Erstwhile Invesco India Pan European Equity Fund)

To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets.

Research Highlights for Invesco India Feeder- Invesco Pan European Equity Fund

Bottom quartile AUM (₹105 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 14.05% (lower mid).
3Y return: 17.67% (lower mid).
1Y return: 42.47% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 2.54 (upper mid).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Invesco Pan European Equity C EUR Acc (~97.8%).
Top-3 holdings concentration ~100.1%.

Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund

Invesco India Feeder- Invesco Pan European Equity Fund Growth
Launch Date	31 Jan 14
NAV (31 Dec 25)	₹22.2224 ↓ -0.05 (-0.24 %)
Net Assets (Cr)	₹105 on 30 Nov 25
Category	Equity - Global
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	0.95
Sharpe Ratio	2.54
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹11,662
31 Dec 22	₹11,845
31 Dec 23	₹14,271
31 Dec 24	₹13,546
31 Dec 25	₹19,298

Invesco India Feeder- Invesco Pan European Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Invesco India Feeder- Invesco Pan European 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 30 Dec 25

Duration	Returns
1 Month	5.1%
3 Month	9%
6 Month	15%
1 Year	42.5%
3 Year	17.7%
5 Year	14.1%
10 Year
15 Year
Since launch	6.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	42.5%
2023	-5.1%
2022	20.5%
2021	1.6%
2020	16.6%
2019	1.6%
2018	17.2%
2017	-11.2%
2016	14.8%
2015	-0.2%

Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund

Name	Since	Tenure
Sagar Gandhi	1 Mar 25	0.75 Yr.

Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Industrials	21.49%
Financial Services	19.96%
Health Care	11.71%
Basic Materials	8.6%
Technology	8.13%
Consumer Defensive	6.42%
Energy	6.25%
Utility	4.81%
Consumer Cyclical	4.51%
Communication Services	3.4%
Real Estate	1.31%

Asset Allocation

Asset Class	Value
Cash	3.34%
Equity	96.59%
Debt	0.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Invesco Pan European Equity C EUR Acc Investment Fund \| -	98%	₹103 Cr	282,351 ↓ -5,845
Triparty Repo CBLO/Reverse Repo \| -	2%	₹2 Cr
Net Receivables / (Payables) CBLO \| -	0%	₹0 Cr

5. DSP World Energy Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. 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.

Research Highlights for DSP World Energy Fund

Bottom quartile AUM (₹108 Cr).
Established history (16+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 11.59% (bottom quartile).
3Y return: 13.82% (bottom quartile).
1Y return: 41.52% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.09 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding BGF Sustainable Energy I2 (~98.6%).
Top-3 holdings concentration ~100.0%.

Below is the key information for DSP World Energy Fund

DSP World Energy Fund Growth
Launch Date	14 Aug 09
NAV (30 Dec 25)	₹23.9146 ↑ 0.00 (0.00 %)
Net Assets (Cr)	₹108 on 30 Nov 25
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆
Risk	High
Expense Ratio	1.18
Sharpe Ratio	1.09
Information Ratio	0
Alpha Ratio	0
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.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹12,946
31 Dec 22	₹11,826
31 Dec 23	₹13,349
31 Dec 24	₹12,438

DSP World Energy Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for DSP World Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Dec 25

Duration	Returns
1 Month	4.1%
3 Month	9.3%
6 Month	29.2%
1 Year	41.5%
3 Year	13.8%
5 Year	11.6%
10 Year
15 Year
Since launch	5.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023	-6.8%
2022	12.9%
2021	-8.6%
2020	29.5%
2019	0%
2018	18.2%
2017	-11.3%
2016	-1.9%
2015	22.5%

Fund Manager information for DSP World Energy Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	12.76 Yr.

Data below for DSP World Energy Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Industrials	35.94%
Technology	27.45%
Utility	24.1%
Basic Materials	8.12%

Asset Allocation

Asset Class	Value
Cash	4.39%
Equity	95.6%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF Sustainable Energy I2 Investment Fund \| -	99%	₹106 Cr	501,968 ↓ -3,718
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	1%	₹1 Cr
Net Receivables/Payables Net Current Assets \| -	0%	₹0 Cr

6. Edelweiss Emerging Markets Opportunities 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 - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies

Research Highlights for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Lower mid AUM (₹163 Cr).
Established history (11+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 4.29% (bottom quartile).
3Y return: 16.38% (bottom quartile).
1Y return: 41.10% (bottom quartile).
Alpha: 1.04 (top quartile).
Sharpe: 2.53 (upper mid).
Information ratio: -0.90 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding JPM Emerging Mkts Opps I (acc) USD (~97.1%).
Top-3 holdings concentration ~100.5%.

Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth
Launch Date	7 Jul 14
NAV (30 Dec 25)	₹21.223 ↑ 0.08 (0.38 %)
Net Assets (Cr)	₹163 on 30 Nov 25
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.04
Sharpe Ratio	2.53
Information Ratio	-0.9
Alpha Ratio	1.04
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹9,410
31 Dec 22	₹7,826
31 Dec 23	₹8,254
31 Dec 24	₹8,743

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 Invest Now

Returns for Edelweiss Emerging Markets Opportunities 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 30 Dec 25

Duration	Returns
1 Month	3.2%
3 Month	7.3%
6 Month	23.3%
1 Year	41.1%
3 Year	16.4%
5 Year	4.3%
10 Year
15 Year
Since launch	6.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023	5.9%
2022	5.5%
2021	-16.8%
2020	-5.9%
2019	21.7%
2018	25.1%
2017	-7.2%
2016	30%
2015	9.8%

Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Name	Since	Tenure
Bhavesh Jain	9 Apr 18	7.65 Yr.
Bharat Lahoti	1 Oct 21	4.17 Yr.

Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Technology	28.83%
Financial Services	24.83%
Consumer Cyclical	13.93%
Communication Services	11.3%
Industrials	5.65%
Energy	4.36%
Basic Materials	2.11%
Real Estate	1.63%
Utility	1.21%
Consumer Defensive	1.04%
Health Care	0.98%

Asset Allocation

Asset Class	Value
Cash	3.7%
Equity	95.86%
Other	0.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Emerging Mkts Opps I (acc) USD Investment Fund \| -	97%	₹158 Cr	96,682
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	3%	₹5 Cr
Net Receivables/(Payables) CBLO \| -	0%	₹0 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

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

આસોર્ટિનો 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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