શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022 - 2023

Updated on July 17, 2026 , 62066 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 (%)
Invesco India Largecap Fund Growth	₹71.79 ↑ 0.25	₹1,847	4.5	2.3	2.7	13.2	12.2	5.5
Nippon India Large Cap Fund Growth	₹90.5298 ↑ 0.66	₹53,227	0.8	-1.7	-0.4	12.5	15	9.2
ICICI Prudential Bluechip Fund Growth	₹109.2 ↑ 0.78	₹79,421	0.2	-3.7	-1.1	12.5	13.1	11.3
Bandhan Large Cap Fund Growth	₹78.249 ↑ 0.53	₹2,061	2.2	-1.6	1.3	12.2	11.7	8.2
DSP TOP 100 Equity Growth	₹461.394 ↑ 3.51	₹7,190	0.6	-4.1	-3.5	12.1	10.5	8.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Largecap Fund	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	Bandhan Large Cap Fund	DSP TOP 100 Equity
Point 1	Bottom quartile AUM (₹1,847 Cr).	Upper mid AUM (₹53,227 Cr).	Highest AUM (₹79,421 Cr).	Bottom quartile AUM (₹2,061 Cr).	Lower mid AUM (₹7,190 Cr).
Point 2	Established history (16+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (20+ yrs).	Oldest track record among peers (23 yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.21% (lower mid).	5Y return: 14.98% (top quartile).	5Y return: 13.10% (upper mid).	5Y return: 11.68% (bottom quartile).	5Y return: 10.48% (bottom quartile).
Point 6	3Y return: 13.19% (top quartile).	3Y return: 12.53% (upper mid).	3Y return: 12.51% (lower mid).	3Y return: 12.15% (bottom quartile).	3Y return: 12.07% (bottom quartile).
Point 7	1Y return: 2.75% (top quartile).	1Y return: -0.44% (lower mid).	1Y return: -1.15% (bottom quartile).	1Y return: 1.30% (upper mid).	1Y return: -3.48% (bottom quartile).
Point 8	Alpha: 3.75 (top quartile).	Alpha: 1.07 (lower mid).	Alpha: -1.21 (bottom quartile).	Alpha: 2.34 (upper mid).	Alpha: -2.70 (bottom quartile).
Point 9	Sharpe: -0.25 (top quartile).	Sharpe: -0.43 (lower mid).	Sharpe: -0.55 (bottom quartile).	Sharpe: -0.35 (upper mid).	Sharpe: -0.68 (bottom quartile).
Point 10	Information ratio: 0.82 (lower mid).	Information ratio: 0.98 (top quartile).	Information ratio: 0.85 (upper mid).	Information ratio: 0.63 (bottom quartile).	Information ratio: 0.53 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,847 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.21% (lower mid).
3Y return: 13.19% (top quartile).
1Y return: 2.75% (top quartile).
Alpha: 3.75 (top quartile).
Sharpe: -0.25 (top quartile).
Information ratio: 0.82 (lower mid).

Nippon India Large Cap Fund

Upper mid AUM (₹53,227 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.98% (top quartile).
3Y return: 12.53% (upper mid).
1Y return: -0.44% (lower mid).
Alpha: 1.07 (lower mid).
Sharpe: -0.43 (lower mid).
Information ratio: 0.98 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹79,421 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.10% (upper mid).
3Y return: 12.51% (lower mid).
1Y return: -1.15% (bottom quartile).
Alpha: -1.21 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: 0.85 (upper mid).

Bandhan Large Cap Fund

Bottom quartile AUM (₹2,061 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.68% (bottom quartile).
3Y return: 12.15% (bottom quartile).
1Y return: 1.30% (upper mid).
Alpha: 2.34 (upper mid).
Sharpe: -0.35 (upper mid).
Information ratio: 0.63 (bottom quartile).

DSP TOP 100 Equity

Lower mid AUM (₹7,190 Cr).
Oldest track record among peers (23 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.48% (bottom quartile).
3Y return: 12.07% (bottom quartile).
1Y return: -3.48% (bottom quartile).
Alpha: -2.70 (bottom quartile).
Sharpe: -0.68 (bottom quartile).
Information ratio: 0.53 (bottom quartile).

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	₹336.27 ↓ -2.16	₹7,846	2.6	8	10.5	22.7	17.1	11.1
BNP Paribas Mid Cap Fund Growth	₹111.506 ↓ -0.21	₹2,513	5.2	7.8	9.9	18.5	15.2	2.5
TATA Mid Cap Growth Fund Growth	₹463.785 ↓ -0.11	₹5,868	4.6	4.1	5.2	17.7	15.7	5.8
Aditya Birla Sun Life Midcap Fund Growth	₹839.6 ↓ -0.70	₹6,624	6.2	6	4.4	17.4	14.9	4.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential MidCap Fund	BNP Paribas Mid Cap Fund	TATA Mid Cap Growth Fund	Aditya Birla Sun Life Midcap Fund
Point 1	Highest AUM (₹7,846 Cr).	Bottom quartile AUM (₹2,513 Cr).	Lower mid AUM (₹5,868 Cr).	Upper mid AUM (₹6,624 Cr).
Point 2	Established history (21+ yrs).	Established history (20+ yrs).	Oldest track record among peers (32 yrs).	Established history (23+ yrs).
Point 3	Rating: 2★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.10% (top quartile).	5Y return: 15.18% (lower mid).	5Y return: 15.67% (upper mid).	5Y return: 14.94% (bottom quartile).
Point 6	3Y return: 22.69% (top quartile).	3Y return: 18.47% (upper mid).	3Y return: 17.75% (lower mid).	3Y return: 17.44% (bottom quartile).
Point 7	1Y return: 10.54% (top quartile).	1Y return: 9.87% (upper mid).	1Y return: 5.22% (lower mid).	1Y return: 4.40% (bottom quartile).
Point 8	Alpha: 6.02 (top quartile).	Alpha: 3.32 (upper mid).	Alpha: -0.52 (bottom quartile).	Alpha: -0.17 (lower mid).
Point 9	Sharpe: 0.32 (top quartile).	Sharpe: 0.22 (upper mid).	Sharpe: -0.01 (bottom quartile).	Sharpe: 0.01 (lower mid).
Point 10	Information ratio: 0.87 (top quartile).	Information ratio: -0.21 (upper mid).	Information ratio: -0.66 (bottom quartile).	Information ratio: -0.44 (lower mid).

ICICI Prudential MidCap Fund

Highest AUM (₹7,846 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.10% (top quartile).
3Y return: 22.69% (top quartile).
1Y return: 10.54% (top quartile).
Alpha: 6.02 (top quartile).
Sharpe: 0.32 (top quartile).
Information ratio: 0.87 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,513 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.18% (lower mid).
3Y return: 18.47% (upper mid).
1Y return: 9.87% (upper mid).
Alpha: 3.32 (upper mid).
Sharpe: 0.22 (upper mid).
Information ratio: -0.21 (upper mid).

TATA Mid Cap Growth Fund

Lower mid AUM (₹5,868 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.67% (upper mid).
3Y return: 17.75% (lower mid).
1Y return: 5.22% (lower mid).
Alpha: -0.52 (bottom quartile).
Sharpe: -0.01 (bottom quartile).
Information ratio: -0.66 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

Upper mid AUM (₹6,624 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.94% (bottom quartile).
3Y return: 17.44% (bottom quartile).
1Y return: 4.40% (bottom quartile).
Alpha: -0.17 (lower mid).
Sharpe: 0.01 (lower mid).
Information ratio: -0.44 (lower mid).

5 શ્રેષ્ઠ સ્મોલ કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
DSP Small Cap Fund Growth	₹221.566 ↓ -1.46	₹19,635	10.2	15.9	8	18	17.1	-2.8
Sundaram Small Cap Fund Growth	₹288.823 ↓ -1.89	₹3,872	9.9	12.3	7.9	17.8	16.2	0.4
IDBI Small Cap Fund Growth	₹33.3021 ↓ -0.20	₹743	10	18.1	5.6	16.9	17	-13.4
Nippon India Small Cap Fund Growth	₹180.358 ↓ -0.97	₹78,407	7.7	11.8	2.8	16.9	18.8	-4.7
Aditya Birla Sun Life Small Cap Fund Growth	₹95.4549 ↓ -0.65	₹5,731	11	14.6	6.9	15.7	12.3	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Small Cap Fund	Sundaram Small Cap Fund	IDBI Small Cap Fund	Nippon India Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Upper mid AUM (₹19,635 Cr).	Bottom quartile AUM (₹3,872 Cr).	Bottom quartile AUM (₹743 Cr).	Highest AUM (₹78,407 Cr).	Lower mid AUM (₹5,731 Cr).
Point 2	Established history (19+ yrs).	Oldest track record among peers (21 yrs).	Established history (9+ yrs).	Established history (15+ yrs).	Established history (19+ yrs).
Point 3	Rating: 4★ (upper mid).	Rating: 3★ (bottom quartile).	Not Rated.	Rating: 4★ (lower mid).	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: 17.11% (upper mid).	5Y return: 16.20% (bottom quartile).	5Y return: 17.05% (lower mid).	5Y return: 18.76% (top quartile).	5Y return: 12.29% (bottom quartile).
Point 6	3Y return: 18.02% (top quartile).	3Y return: 17.85% (upper mid).	3Y return: 16.87% (lower mid).	3Y return: 16.86% (bottom quartile).	3Y return: 15.70% (bottom quartile).
Point 7	1Y return: 7.97% (top quartile).	1Y return: 7.90% (upper mid).	1Y return: 5.59% (bottom quartile).	1Y return: 2.83% (bottom quartile).	1Y return: 6.91% (lower mid).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 8.89 (upper mid).	Alpha: 9.18 (top quartile).	Alpha: 3.21 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.19 (bottom quartile).	Sharpe: 0.25 (upper mid).	Sharpe: 0.27 (top quartile).	Sharpe: 0.02 (bottom quartile).	Sharpe: 0.22 (lower mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.17 (lower mid).	Information ratio: -0.23 (bottom quartile).	Information ratio: -0.27 (bottom quartile).	Information ratio: 0.00 (upper mid).

DSP Small Cap Fund

Upper mid AUM (₹19,635 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.11% (upper mid).
3Y return: 18.02% (top quartile).
1Y return: 7.97% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.19 (bottom quartile).
Information ratio: 0.00 (top quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,872 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.20% (bottom quartile).
3Y return: 17.85% (upper mid).
1Y return: 7.90% (upper mid).
Alpha: 8.89 (upper mid).
Sharpe: 0.25 (upper mid).
Information ratio: -0.17 (lower mid).

IDBI Small Cap Fund

Bottom quartile AUM (₹743 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.05% (lower mid).
3Y return: 16.87% (lower mid).
1Y return: 5.59% (bottom quartile).
Alpha: 9.18 (top quartile).
Sharpe: 0.27 (top quartile).
Information ratio: -0.23 (bottom quartile).

Nippon India Small Cap Fund

Highest AUM (₹78,407 Cr).
Established history (15+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.76% (top quartile).
3Y return: 16.86% (bottom quartile).
1Y return: 2.83% (bottom quartile).
Alpha: 3.21 (lower mid).
Sharpe: 0.02 (bottom quartile).
Information ratio: -0.27 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹5,731 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.29% (bottom quartile).
3Y return: 15.70% (bottom quartile).
1Y return: 6.91% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.22 (lower mid).
Information ratio: 0.00 (upper mid).

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	₹109.61 ↓ -0.37	₹11,164	11	11.7	7.3	23.2	17.2	4.7
Bandhan Core Equity Fund Growth	₹140.246 ↑ 0.40	₹18,783	2.5	1.9	4	19.1	16.6	7.5
ICICI Prudential Large & Mid Cap Fund Growth	₹1,034.66 ↓ -2.39	₹30,971	1	-0.5	2.6	16.8	17.2	14.4
UTI Core Equity Fund Growth	₹185.393 ↑ 0.43	₹6,218	1.5	-0.6	1.8	16.6	14.8	7.4
DSP Equity Opportunities Fund Growth	₹627.691 ↑ 3.94	₹17,906	1.8	-2.2	0.4	15.8	12.7	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Bandhan Core Equity Fund	ICICI Prudential Large & Mid Cap Fund	UTI Core Equity Fund	DSP Equity Opportunities Fund
Point 1	Bottom quartile AUM (₹11,164 Cr).	Upper mid AUM (₹18,783 Cr).	Highest AUM (₹30,971 Cr).	Bottom quartile AUM (₹6,218 Cr).	Lower mid AUM (₹17,906 Cr).
Point 2	Established history (18+ yrs).	Established history (20+ yrs).	Oldest track record among peers (28 yrs).	Established history (17+ yrs).	Established history (26+ 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: 17.20% (top quartile).	5Y return: 16.59% (lower mid).	5Y return: 17.15% (upper mid).	5Y return: 14.77% (bottom quartile).	5Y return: 12.74% (bottom quartile).
Point 6	3Y return: 23.23% (top quartile).	3Y return: 19.05% (upper mid).	3Y return: 16.78% (lower mid).	3Y return: 16.61% (bottom quartile).	3Y return: 15.75% (bottom quartile).
Point 7	1Y return: 7.25% (top quartile).	1Y return: 3.95% (upper mid).	1Y return: 2.60% (lower mid).	1Y return: 1.81% (bottom quartile).	1Y return: 0.36% (bottom quartile).
Point 8	Alpha: 6.78 (top quartile).	Alpha: 2.69 (upper mid).	Alpha: -1.06 (bottom quartile).	Alpha: -0.74 (lower mid).	Alpha: -2.56 (bottom quartile).
Point 9	Sharpe: 0.12 (top quartile).	Sharpe: -0.05 (upper mid).	Sharpe: -0.26 (bottom quartile).	Sharpe: -0.25 (lower mid).	Sharpe: -0.35 (bottom quartile).
Point 10	Information ratio: 1.15 (upper mid).	Information ratio: 1.42 (top quartile).	Information ratio: 0.31 (bottom quartile).	Information ratio: 0.60 (lower mid).	Information ratio: 0.20 (bottom quartile).

Invesco India Growth Opportunities Fund

Bottom quartile AUM (₹11,164 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.20% (top quartile).
3Y return: 23.23% (top quartile).
1Y return: 7.25% (top quartile).
Alpha: 6.78 (top quartile).
Sharpe: 0.12 (top quartile).
Information ratio: 1.15 (upper mid).

Bandhan Core Equity Fund

Upper mid AUM (₹18,783 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.59% (lower mid).
3Y return: 19.05% (upper mid).
1Y return: 3.95% (upper mid).
Alpha: 2.69 (upper mid).
Sharpe: -0.05 (upper mid).
Information ratio: 1.42 (top quartile).

ICICI Prudential Large & Mid Cap Fund

Highest AUM (₹30,971 Cr).
Oldest track record among peers (28 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.15% (upper mid).
3Y return: 16.78% (lower mid).
1Y return: 2.60% (lower mid).
Alpha: -1.06 (bottom quartile).
Sharpe: -0.26 (bottom quartile).
Information ratio: 0.31 (bottom quartile).

UTI Core Equity Fund

Bottom quartile AUM (₹6,218 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.77% (bottom quartile).
3Y return: 16.61% (bottom quartile).
1Y return: 1.81% (bottom quartile).
Alpha: -0.74 (lower mid).
Sharpe: -0.25 (lower mid).
Information ratio: 0.60 (lower mid).

DSP Equity Opportunities Fund

Lower mid AUM (₹17,906 Cr).
Established history (26+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.74% (bottom quartile).
3Y return: 15.75% (bottom quartile).
1Y return: 0.36% (bottom quartile).
Alpha: -2.56 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.20 (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 (%)
IDBI Equity Advantage Fund Growth	₹43.39 ↑ 0.04	₹485	9.7	15.1	16.9	20.8	10
Motilal Oswal Long Term Equity Fund Growth	₹54.9959 ↓ -0.23	₹4,862	4.3	10	3.6	20.8	16.9	-9.1
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	1.2	15.4	35.5	20.6	17.4
SBI Magnum Tax Gain Fund Growth	₹440.551 ↑ 1.53	₹31,839	2.1	-1.3	-0.9	16.8	16.2	6.6
Baroda Pioneer ELSS 96 Growth	₹68.6676 ↑ 0.33	₹210	-6.1	-3.5	17.6	16.7	11.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 5 Funds showcased

Commentary	IDBI Equity Advantage Fund	Motilal Oswal Long Term Equity Fund	HDFC Long Term Advantage Fund	SBI Magnum Tax Gain Fund	Baroda Pioneer ELSS 96
Point 1	Bottom quartile AUM (₹485 Cr).	Upper mid AUM (₹4,862 Cr).	Lower mid AUM (₹1,318 Cr).	Highest AUM (₹31,839 Cr).	Bottom quartile AUM (₹210 Cr).
Point 2	Established history (12+ yrs).	Established history (11+ yrs).	Oldest track record among peers (25 yrs).	Established history (19+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Not Rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Not 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: 9.97% (bottom quartile).	5Y return: 16.86% (upper mid).	5Y return: 17.39% (top quartile).	5Y return: 16.25% (lower mid).	5Y return: 11.62% (bottom quartile).
Point 6	3Y return: 20.84% (top quartile).	3Y return: 20.80% (upper mid).	3Y return: 20.64% (lower mid).	3Y return: 16.77% (bottom quartile).	3Y return: 16.70% (bottom quartile).
Point 7	1Y return: 16.92% (lower mid).	1Y return: 3.57% (bottom quartile).	1Y return: 35.51% (top quartile).	1Y return: -0.91% (bottom quartile).	1Y return: 17.56% (upper mid).
Point 8	Alpha: 1.78 (lower mid).	Alpha: 6.27 (top quartile).	Alpha: 1.75 (bottom quartile).	Alpha: -0.28 (bottom quartile).	Alpha: 5.69 (upper mid).
Point 9	Sharpe: 1.21 (lower mid).	Sharpe: 0.02 (bottom quartile).	Sharpe: 2.27 (upper mid).	Sharpe: -0.36 (bottom quartile).	Sharpe: 2.51 (top quartile).
Point 10	Information ratio: -1.13 (bottom quartile).	Information ratio: 0.76 (upper mid).	Information ratio: -0.15 (bottom quartile).	Information ratio: 1.29 (top quartile).	Information ratio: -0.09 (lower 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% (top quartile).
1Y return: 16.92% (lower mid).
Alpha: 1.78 (lower mid).
Sharpe: 1.21 (lower mid).
Information ratio: -1.13 (bottom quartile).

Motilal Oswal Long Term Equity Fund

Upper mid AUM (₹4,862 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.86% (upper mid).
3Y return: 20.80% (upper mid).
1Y return: 3.57% (bottom quartile).
Alpha: 6.27 (top quartile).
Sharpe: 0.02 (bottom quartile).
Information ratio: 0.76 (upper mid).

HDFC Long Term Advantage Fund

Lower mid AUM (₹1,318 Cr).
Oldest track record among peers (25 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% (top quartile).
Alpha: 1.75 (bottom quartile).
Sharpe: 2.27 (upper mid).
Information ratio: -0.15 (bottom quartile).

SBI Magnum Tax Gain Fund

Highest AUM (₹31,839 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.25% (lower mid).
3Y return: 16.77% (bottom quartile).
1Y return: -0.91% (bottom quartile).
Alpha: -0.28 (bottom quartile).
Sharpe: -0.36 (bottom quartile).
Information ratio: 1.29 (top quartile).

Baroda Pioneer ELSS 96

Bottom quartile AUM (₹210 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 11.62% (bottom quartile).
3Y return: 16.70% (bottom quartile).
1Y return: 17.56% (upper mid).
Alpha: 5.69 (upper mid).
Sharpe: 2.51 (top quartile).
Information ratio: -0.09 (lower mid).

5 શ્રેષ્ઠ ડાઇવર્સિફાઇડ/મલ્ટી કેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth	₹37.51 ↓ -0.14	₹1,229	7.8	15	16	19.8	13.8	3.5
Motilal Oswal Multicap 35 Fund Growth	₹60.5628 ↑ 0.09	₹13,294	6.8	1.3	-3.5	18.2	12.1	-5.6
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	-4.6	-2.6	19.3	17.3	13.6
Mahindra Badhat Yojana Growth	₹38.1647 ↓ -0.01	₹6,926	5.5	5.8	4.8	17.2	15.5	3.4
ICICI Prudential Multicap Fund Growth	₹847.86 ↓ -4.03	₹18,194	3.8	7	4.9	16.9	15.1	5.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Manufacturing Equity Fund	Motilal Oswal Multicap 35 Fund	BNP Paribas Multi Cap Fund	Mahindra Badhat Yojana	ICICI Prudential Multicap Fund
Point 1	Bottom quartile AUM (₹1,229 Cr).	Upper mid AUM (₹13,294 Cr).	Bottom quartile AUM (₹588 Cr).	Lower mid AUM (₹6,926 Cr).	Highest AUM (₹18,194 Cr).
Point 2	Established history (11+ yrs).	Established history (12+ yrs).	Established history (20+ yrs).	Established history (9+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Not Rated.	Top rated.	Rating: 4★ (upper mid).	Not Rated.	Rating: 3★ (lower mid).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 13.78% (lower mid).	5Y return: 12.13% (bottom quartile).	5Y return: 13.57% (bottom quartile).	5Y return: 15.46% (top quartile).	5Y return: 15.11% (upper mid).
Point 6	3Y return: 19.76% (top quartile).	3Y return: 18.21% (upper mid).	3Y return: 17.28% (lower mid).	3Y return: 17.15% (bottom quartile).	3Y return: 16.94% (bottom quartile).
Point 7	1Y return: 15.95% (upper mid).	1Y return: -3.48% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 4.82% (bottom quartile).	1Y return: 4.92% (lower mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -7.36 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 4.46 (upper mid).	Alpha: 6.49 (top quartile).
Point 9	Sharpe: 0.54 (upper mid).	Sharpe: -0.74 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: 0.01 (bottom quartile).	Sharpe: 0.09 (lower mid).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.53 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.64 (top quartile).	Information ratio: 0.61 (upper mid).

Aditya Birla Sun Life Manufacturing Equity Fund

Bottom quartile AUM (₹1,229 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 13.78% (lower mid).
3Y return: 19.76% (top quartile).
1Y return: 15.95% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.54 (upper mid).
Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Upper mid AUM (₹13,294 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.13% (bottom quartile).
3Y return: 18.21% (upper mid).
1Y return: -3.48% (bottom quartile).
Alpha: -7.36 (bottom quartile).
Sharpe: -0.74 (bottom quartile).
Information ratio: 0.53 (lower mid).

BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.57% (bottom quartile).
3Y return: 17.28% (lower mid).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (bottom quartile).

Mahindra Badhat Yojana

Lower mid AUM (₹6,926 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.46% (top quartile).
3Y return: 17.15% (bottom quartile).
1Y return: 4.82% (bottom quartile).
Alpha: 4.46 (upper mid).
Sharpe: 0.01 (bottom quartile).
Information ratio: 0.64 (top quartile).

ICICI Prudential Multicap Fund

Highest AUM (₹18,194 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.11% (upper mid).
3Y return: 16.94% (bottom quartile).
1Y return: 4.92% (lower mid).
Alpha: 6.49 (top quartile).
Sharpe: 0.09 (lower mid).
Information ratio: 0.61 (upper mid).

5 શ્રેષ્ઠ ક્ષેત્રના ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
DSP Natural Resources and New Energy Fund Growth	₹105.975 ↓ -0.19	₹2,401	-3	3.8	18.2	19.5	15.5	17.5
SBI Healthcare Opportunities Fund Growth	₹506.495 ↑ 1.60	₹4,998	18.4	21.7	14.9	23.9	16.4	-3.5
BOI AXA Manufacturing and Infrastructure Fund Growth	₹66.34 ↓ -0.17	₹837	7.7	13.9	13.7	23.7	20.5	7.8
DSP India T.I.G.E.R Fund Growth	₹360.384 ↓ -1.18	₹6,264	6.3	16.3	12.4	23.4	22.2	-2.5
UTI Healthcare Fund Growth	₹331.061 ↓ -4.05	₹1,308	16	19.3	11.6	25.2	14.2	-3.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	SBI Healthcare Opportunities Fund	BOI AXA Manufacturing and Infrastructure Fund	DSP India T.I.G.E.R Fund	UTI Healthcare Fund
Point 1	Lower mid AUM (₹2,401 Cr).	Upper mid AUM (₹4,998 Cr).	Bottom quartile AUM (₹837 Cr).	Highest AUM (₹6,264 Cr).	Bottom quartile AUM (₹1,308 Cr).
Point 2	Established history (18+ yrs).	Established history (21+ yrs).	Established history (16+ yrs).	Established history (22+ yrs).	Oldest track record among peers (27 yrs).
Point 3	Top rated.	Rating: 2★ (lower mid).	Not Rated.	Rating: 4★ (upper mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 15.53% (bottom quartile).	5Y return: 16.42% (lower mid).	5Y return: 20.46% (upper mid).	5Y return: 22.24% (top quartile).	5Y return: 14.21% (bottom quartile).
Point 6	3Y return: 19.54% (bottom quartile).	3Y return: 23.94% (upper mid).	3Y return: 23.67% (lower mid).	3Y return: 23.41% (bottom quartile).	3Y return: 25.19% (top quartile).
Point 7	1Y return: 18.18% (top quartile).	1Y return: 14.90% (upper mid).	1Y return: 13.67% (lower mid).	1Y return: 12.37% (bottom quartile).	1Y return: 11.62% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 2.23 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 2.15 (upper mid).
Point 9	Sharpe: 0.72 (top quartile).	Sharpe: 0.59 (upper mid).	Sharpe: 0.53 (bottom quartile).	Sharpe: 0.44 (bottom quartile).	Sharpe: 0.58 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -0.17 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.20 (top quartile).

DSP Natural Resources and New Energy Fund

Lower mid AUM (₹2,401 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.53% (bottom quartile).
3Y return: 19.54% (bottom quartile).
1Y return: 18.18% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.72 (top quartile).
Information ratio: 0.00 (upper mid).

SBI Healthcare Opportunities Fund

Upper mid AUM (₹4,998 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 16.42% (lower mid).
3Y return: 23.94% (upper mid).
1Y return: 14.90% (upper mid).
Alpha: 2.23 (top quartile).
Sharpe: 0.59 (upper mid).
Information ratio: -0.17 (bottom quartile).

BOI AXA Manufacturing and Infrastructure Fund

Bottom quartile AUM (₹837 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: High.
5Y return: 20.46% (upper mid).
3Y return: 23.67% (lower mid).
1Y return: 13.67% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.53 (bottom quartile).
Information ratio: 0.00 (lower mid).

DSP India T.I.G.E.R Fund

Highest AUM (₹6,264 Cr).
Established history (22+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 22.24% (top quartile).
3Y return: 23.41% (bottom quartile).
1Y return: 12.37% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.44 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

UTI Healthcare Fund

Bottom quartile AUM (₹1,308 Cr).
Oldest track record among peers (27 yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 14.21% (bottom quartile).
3Y return: 25.19% (top quartile).
1Y return: 11.62% (bottom quartile).
Alpha: 2.15 (upper mid).
Sharpe: 0.58 (lower mid).
Information ratio: 0.20 (top quartile).

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	₹96.03 ↑ 0.81	₹17,012	3.3	-1.3	4.3	17.9	16.5	15.4
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	-5	8.5	24.5	17	17.3
HDFC Focused 30 Fund Growth	₹234.191 ↑ 1.54	₹27,303	2.6	-1.5	1.4	16.5	18.5	10.9
SBI Focused Equity Fund Growth	₹391.46 ↓ -1.44	₹47,274	4.7	3.9	10.7	15.6	12.6	15.7
DSP Focus Fund Growth	₹55.718 ↑ 0.16	₹2,601	4.6	0	0.7	14.7	11	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Focused Equity Fund	Sundaram Select Focus Fund	HDFC Focused 30 Fund	SBI Focused Equity Fund	DSP Focus Fund
Point 1	Lower mid AUM (₹17,012 Cr).	Bottom quartile AUM (₹1,354 Cr).	Upper mid AUM (₹27,303 Cr).	Highest AUM (₹47,274 Cr).	Bottom quartile AUM (₹2,601 Cr).
Point 2	Established history (17+ yrs).	Oldest track record among peers (23 yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (16+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).	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: 16.48% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 18.52% (top quartile).	5Y return: 12.60% (bottom quartile).	5Y return: 11.03% (bottom quartile).
Point 6	3Y return: 17.85% (top quartile).	3Y return: 17.03% (upper mid).	3Y return: 16.51% (lower mid).	3Y return: 15.59% (bottom quartile).	3Y return: 14.67% (bottom quartile).
Point 7	1Y return: 4.29% (lower mid).	1Y return: 24.49% (top quartile).	1Y return: 1.43% (bottom quartile).	1Y return: 10.71% (upper mid).	1Y return: 0.75% (bottom quartile).
Point 8	Alpha: 2.26 (upper mid).	Alpha: -5.62 (bottom quartile).	Alpha: -0.27 (bottom quartile).	Alpha: 10.04 (top quartile).	Alpha: 0.68 (lower mid).
Point 9	Sharpe: -0.20 (lower mid).	Sharpe: 1.85 (top quartile).	Sharpe: -0.32 (bottom quartile).	Sharpe: 0.18 (upper mid).	Sharpe: -0.27 (bottom quartile).
Point 10	Information ratio: 1.27 (top quartile).	Information ratio: -0.52 (bottom quartile).	Information ratio: 0.67 (upper mid).	Information ratio: 0.49 (lower mid).	Information ratio: 0.39 (bottom quartile).

ICICI Prudential Focused Equity Fund

Lower mid AUM (₹17,012 Cr).
Established history (17+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.48% (lower mid).
3Y return: 17.85% (top quartile).
1Y return: 4.29% (lower mid).
Alpha: 2.26 (upper mid).
Sharpe: -0.20 (lower mid).
Information ratio: 1.27 (top quartile).

Sundaram Select Focus Fund

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

HDFC Focused 30 Fund

Upper mid AUM (₹27,303 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.52% (top quartile).
3Y return: 16.51% (lower mid).
1Y return: 1.43% (bottom quartile).
Alpha: -0.27 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: 0.67 (upper mid).

SBI Focused Equity Fund

Highest AUM (₹47,274 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.60% (bottom quartile).
3Y return: 15.59% (bottom quartile).
1Y return: 10.71% (upper mid).
Alpha: 10.04 (top quartile).
Sharpe: 0.18 (upper mid).
Information ratio: 0.49 (lower mid).

DSP Focus Fund

Bottom quartile AUM (₹2,601 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.03% (bottom quartile).
3Y return: 14.67% (bottom quartile).
1Y return: 0.75% (bottom quartile).
Alpha: 0.68 (lower mid).
Sharpe: -0.27 (bottom quartile).
Information ratio: 0.39 (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	₹53.67 ↑ 0.31	₹6,630	0.9	-1.6	2	17.8	18.3	11.8
UTI Dividend Yield Fund Growth	₹176.837 ↑ 0.87	₹3,749	-0.1	-2.7	-0.9	14.7	12.6	5.3
Aditya Birla Sun Life Dividend Yield Fund Growth	₹451.43 ↑ 0.26	₹1,437	-0.8	-3.2	-0.4	13.7	13.5	2.3
Templeton India Equity Income Fund Growth	₹135.468 ↑ 0.07	₹2,285	-0.6	-3.7	-2.8	12.4	12.6	1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 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 (₹6,630 Cr).	Upper mid AUM (₹3,749 Cr).	Bottom quartile AUM (₹1,437 Cr).	Lower mid AUM (₹2,285 Cr).
Point 2	Established history (12+ yrs).	Established history (21+ yrs).	Oldest track record among peers (23 yrs).	Established history (20+ 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: 18.27% (top quartile).	5Y return: 12.58% (bottom quartile).	5Y return: 13.49% (upper mid).	5Y return: 12.59% (lower mid).
Point 6	3Y return: 17.84% (top quartile).	3Y return: 14.68% (upper mid).	3Y return: 13.67% (lower mid).	3Y return: 12.35% (bottom quartile).
Point 7	1Y return: 1.98% (top quartile).	1Y return: -0.85% (lower mid).	1Y return: -0.37% (upper mid).	1Y return: -2.77% (bottom quartile).
Point 8	Alpha: 0.70 (top quartile).	Alpha: -2.28 (lower mid).	Alpha: -1.08 (upper mid).	Alpha: -3.17 (bottom quartile).
Point 9	Sharpe: -0.27 (top quartile).	Sharpe: -0.49 (lower mid).	Sharpe: -0.37 (upper mid).	Sharpe: -0.52 (bottom quartile).
Point 10	Information ratio: 1.11 (top quartile).	Information ratio: 0.60 (upper mid).	Information ratio: 0.28 (lower mid).	Information ratio: 0.04 (bottom quartile).

ICICI Prudential Dividend Yield Equity Fund

Highest AUM (₹6,630 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.27% (top quartile).
3Y return: 17.84% (top quartile).
1Y return: 1.98% (top quartile).
Alpha: 0.70 (top quartile).
Sharpe: -0.27 (top quartile).
Information ratio: 1.11 (top quartile).

UTI Dividend Yield Fund

Upper mid AUM (₹3,749 Cr).
Established history (21+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.58% (bottom quartile).
3Y return: 14.68% (upper mid).
1Y return: -0.85% (lower mid).
Alpha: -2.28 (lower mid).
Sharpe: -0.49 (lower mid).
Information ratio: 0.60 (upper mid).

Aditya Birla Sun Life Dividend Yield Fund

Bottom quartile AUM (₹1,437 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.49% (upper mid).
3Y return: 13.67% (lower mid).
1Y return: -0.37% (upper mid).
Alpha: -1.08 (upper mid).
Sharpe: -0.37 (upper mid).
Information ratio: 0.28 (lower mid).

Templeton India Equity Income Fund

Lower mid AUM (₹2,285 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.59% (lower mid).
3Y return: 12.35% (bottom quartile).
1Y return: -2.77% (bottom quartile).
Alpha: -3.17 (bottom quartile).
Sharpe: -0.52 (bottom quartile).
Information ratio: 0.04 (bottom quartile).

5 શ્રેષ્ઠ મૂલ્ય ઇક્વિટી ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Pure Value Fund Growth	₹136.221 ↑ 0.01	₹6,603	5.5	5.9	7.3	16.8	14.4	2.6
Nippon India Value Fund Growth	₹226.855 ↑ 0.50	₹8,962	1	-1.9	-0.9	16.3	14.9	4.2
HDFC Capital Builder Value Fund Growth	₹782.182 ↑ 2.18	₹7,583	3.9	2.3	4.1	16.3	14.6	8.6
ICICI Prudential Value Discovery Fund Growth	₹466.65 ↑ 3.22	₹60,198	-0.5	-5	-1.2	14.7	16.4	13.8
UTI Value Opportunities Fund Growth	₹167.624 ↑ 1.08	₹9,440	2.1	-3	-1.7	14	12.4	7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Pure Value Fund	Nippon India Value Fund	HDFC Capital Builder Value Fund	ICICI Prudential Value Discovery Fund	UTI Value Opportunities Fund
Point 1	Bottom quartile AUM (₹6,603 Cr).	Lower mid AUM (₹8,962 Cr).	Bottom quartile AUM (₹7,583 Cr).	Highest AUM (₹60,198 Cr).	Upper mid AUM (₹9,440 Cr).
Point 2	Established history (18+ yrs).	Established history (21+ yrs).	Oldest track record among peers (32 yrs).	Established history (21+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Not Rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Rating: 1★ (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: 14.39% (bottom quartile).	5Y return: 14.87% (upper mid).	5Y return: 14.65% (lower mid).	5Y return: 16.38% (top quartile).	5Y return: 12.43% (bottom quartile).
Point 6	3Y return: 16.76% (top quartile).	3Y return: 16.34% (upper mid).	3Y return: 16.30% (lower mid).	3Y return: 14.71% (bottom quartile).	3Y return: 14.05% (bottom quartile).
Point 7	1Y return: 7.25% (top quartile).	1Y return: -0.93% (lower mid).	1Y return: 4.11% (upper mid).	1Y return: -1.22% (bottom quartile).	1Y return: -1.67% (bottom quartile).
Point 8	Alpha: 6.28 (top quartile).	Alpha: -0.61 (lower mid).	Alpha: 3.42 (upper mid).	Alpha: -3.68 (bottom quartile).	Alpha: -3.38 (bottom quartile).
Point 9	Sharpe: 0.01 (top quartile).	Sharpe: -0.36 (lower mid).	Sharpe: -0.13 (upper mid).	Sharpe: -0.58 (bottom quartile).	Sharpe: -0.53 (bottom quartile).
Point 10	Information ratio: 0.70 (lower mid).	Information ratio: 1.12 (upper mid).	Information ratio: 1.47 (top quartile).	Information ratio: 0.38 (bottom quartile).	Information ratio: 0.27 (bottom quartile).

Aditya Birla Sun Life Pure Value Fund

Bottom quartile AUM (₹6,603 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.39% (bottom quartile).
3Y return: 16.76% (top quartile).
1Y return: 7.25% (top quartile).
Alpha: 6.28 (top quartile).
Sharpe: 0.01 (top quartile).
Information ratio: 0.70 (lower mid).

Nippon India Value Fund

Lower mid AUM (₹8,962 Cr).
Established history (21+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.87% (upper mid).
3Y return: 16.34% (upper mid).
1Y return: -0.93% (lower mid).
Alpha: -0.61 (lower mid).
Sharpe: -0.36 (lower mid).
Information ratio: 1.12 (upper mid).

HDFC Capital Builder Value Fund

Bottom quartile AUM (₹7,583 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.65% (lower mid).
3Y return: 16.30% (lower mid).
1Y return: 4.11% (upper mid).
Alpha: 3.42 (upper mid).
Sharpe: -0.13 (upper mid).
Information ratio: 1.47 (top quartile).

ICICI Prudential Value Discovery Fund

Highest AUM (₹60,198 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.38% (top quartile).
3Y return: 14.71% (bottom quartile).
1Y return: -1.22% (bottom quartile).
Alpha: -3.68 (bottom quartile).
Sharpe: -0.58 (bottom quartile).
Information ratio: 0.38 (bottom quartile).

UTI Value Opportunities Fund

Upper mid AUM (₹9,440 Cr).
Established history (21+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.43% (bottom quartile).
3Y return: 14.05% (bottom quartile).
1Y return: -1.67% (bottom quartile).
Alpha: -3.38 (bottom quartile).
Sharpe: -0.53 (bottom quartile).
Information ratio: 0.27 (bottom quartile).

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

1. 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

Bottom quartile AUM (₹164 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 15.28% (upper mid).
3Y return: 21.04% (bottom quartile).
1Y return: 69.68% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.74 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding BGF World Mining I2 (~96.3%).
Top-3 holdings concentration ~100.5%.

Below is the key information for DSP World Mining Fund

DSP World Mining Fund Growth
Launch Date	29 Dec 09
NAV (16 Jul 26)	₹29.6313 ↓ -0.79 (-2.58 %)
Net Assets (Cr)	₹164 on 30 Jun 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.14
Sharpe Ratio	1.74
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
30 Jun 21	₹10,000
30 Jun 22	₹9,282
30 Jun 23	₹10,814
30 Jun 24	₹11,032
30 Jun 25	₹11,747
30 Jun 26	₹20,331

DSP World Mining 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 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 16 Jul 26

Duration	Returns
1 Month	-12.2%
3 Month	-11%
6 Month	-0.8%
1 Year	69.7%
3 Year	21%
5 Year	15.3%
10 Year
15 Year
Since launch	6.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	79%
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
Kaivalya Nadkarni	1 May 25	1.17 Yr.

Data below for DSP World Mining Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Basic Materials	93.17%
Energy	1.11%

Asset Allocation

Asset Class	Value
Cash	5.71%
Equity	94.28%
Debt	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Mining I2 Investment Fund \| -	96%	₹180 Cr	141,035
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	4%	₹7 Cr
Net Receivables/Payables Net Current Assets \| -	0%	₹0 Cr

2. 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 (₹259 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 9.50% (bottom quartile).
3Y return: 24.98% (upper mid).
1Y return: 62.21% (upper mid).
Alpha: 6.30 (top quartile).
Sharpe: 2.20 (upper mid).
Information ratio: -0.41 (bottom quartile).
Top sector: Technology.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding JPM Emerging Mkts Opps I acc USD (~96.2%).
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 (16 Jul 26)	₹28.0412 ↓ -0.44 (-1.54 %)
Net Assets (Cr)	₹259 on 30 Jun 26
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.04
Sharpe Ratio	2.2
Information Ratio	-0.41
Alpha Ratio	6.3
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
30 Jun 21	₹10,000
30 Jun 22	₹7,234
30 Jun 23	₹7,605
30 Jun 24	₹8,447
30 Jun 25	₹9,445
30 Jun 26	₹15,783

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 16 Jul 26

Duration	Returns
1 Month	-3.9%
3 Month	7.9%
6 Month	24.2%
1 Year	62.2%
3 Year	25%
5 Year	9.5%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	41.1%
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	8.23 Yr.
Bharat Lahoti	1 Oct 21	4.75 Yr.

Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	35.88%
Financial Services	20.6%
Consumer Cyclical	10.01%
Communication Services	7.79%
Industrials	5.82%
Energy	5.13%
Basic Materials	2.8%
Consumer Defensive	1.98%
Utility	1.27%
Health Care	0.52%

Asset Allocation

Asset Class	Value
Cash	6.04%
Equity	93.14%
Debt	0.01%
Other	0.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Emerging Mkts Opps I acc USD Investment Fund \| -	96%	₹241 Cr	102,137 ↑ 3,897
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	4%	₹10 Cr
Net Receivables/(Payables) CBLO \| -	0%	-₹1 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

3. 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 (₹1,433 Cr).
Oldest track record among peers (18 yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 21.17% (top quartile).
3Y return: 39.12% (top quartile).
1Y return: 59.41% (upper mid).
Alpha: 2.12 (upper mid).
Sharpe: 1.22 (bottom quartile).
Information ratio: -0.50 (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 (~68.0%).
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 (16 Jul 26)	₹48.0518 ↓ -1.62 (-3.26 %)
Net Assets (Cr)	₹1,433 on 30 Jun 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	1.22
Information Ratio	-0.5
Alpha Ratio	2.12
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
30 Jun 21	₹10,000
30 Jun 22	₹8,181
30 Jun 23	₹9,294
30 Jun 24	₹10,640
30 Jun 25	₹16,808
30 Jun 26	₹27,693

DSP World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 16 Jul 26

Duration	Returns
1 Month	-15.7%
3 Month	-23.5%
6 Month	-18.5%
1 Year	59.4%
3 Year	39.1%
5 Year	21.2%
10 Year
15 Year
Since launch	8.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	167.1%
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
Kaivalya Nadkarni	1 May 25	1.17 Yr.

Data below for DSP World Gold Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Basic Materials	94.47%

Asset Allocation

Asset Class	Value
Cash	3.62%
Equity	94.47%
Debt	0%
Other	1.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	68%	₹1,141 Cr	1,005,044
VanEck Gold Miners ETF - \| GDX	29%	₹490 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	3%	₹54 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹6 Cr

4. 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 (₹117 Cr).
Established history (16+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 12.75% (lower mid).
3Y return: 15.83% (bottom quartile).
1Y return: 51.96% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 2.76 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding BGF Sustainable Energy I2 (~97.0%).
Top-3 holdings concentration ~100.2%.

Below is the key information for DSP World Energy Fund

DSP World Energy Fund Growth
Launch Date	14 Aug 09
NAV (16 Jul 26)	₹29.1357 ↓ -0.62 (-2.09 %)
Net Assets (Cr)	₹117 on 30 Jun 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆
Risk	High
Expense Ratio	1.18
Sharpe Ratio	2.76
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
30 Jun 21	₹10,000
30 Jun 22	₹8,249
30 Jun 23	₹10,979
30 Jun 24	₹10,687
30 Jun 25	₹11,189
30 Jun 26	₹18,095

DSP World Energy Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 16 Jul 26

Duration	Returns
1 Month	-4.9%
3 Month	2.9%
6 Month	16.8%
1 Year	52%
3 Year	15.8%
5 Year	12.8%
10 Year
15 Year
Since launch	6.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	39.2%
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
Kaivalya Nadkarni	1 May 25	1.17 Yr.

Data below for DSP World Energy Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	36.73%
Utility	22.76%
Technology	22.09%
Basic Materials	9.94%
Consumer Cyclical	0.71%

Asset Allocation

Asset Class	Value
Cash	7.75%
Equity	92.23%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF Sustainable Energy I2 Investment Fund \| -	97%	₹118 Cr	404,670
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	3%	₹4 Cr
Net Receivables/Payables Net Current Assets \| -	0%	₹0 Cr

5. Kotak Global Emerging Market Fund

The investment objective of the scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets.

Research Highlights for Kotak Global Emerging Market Fund

Highest AUM (₹1,767 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 10.65% (bottom quartile).
3Y return: 23.90% (lower mid).
1Y return: 51.51% (bottom quartile).
Alpha: -1.76 (bottom quartile).
Sharpe: 1.88 (lower mid).
Information ratio: -0.25 (lower mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding CI Emerging Markets Class A (~98.3%).
Top-3 holdings concentration ~100.3%.

Below is the key information for Kotak Global Emerging Market Fund

Kotak Global Emerging Market Fund Growth
Launch Date	26 Sep 07
NAV (16 Jul 26)	₹38.91 ↓ -0.86 (-2.16 %)
Net Assets (Cr)	₹1,767 on 30 Jun 26
Category	Equity - Global
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.64
Sharpe Ratio	1.88
Information Ratio	-0.25
Alpha Ratio	-1.76
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
30 Jun 21	₹10,000
30 Jun 22	₹7,904
30 Jun 23	₹8,130
30 Jun 24	₹9,267
30 Jun 25	₹10,468
30 Jun 26	₹16,878

Kotak Global Emerging Market Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Kotak Global Emerging Market Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 26

Duration	Returns
1 Month	-6.7%
3 Month	7.1%
6 Month	18.2%
1 Year	51.5%
3 Year	23.9%
5 Year	10.6%
10 Year
15 Year
Since launch	7.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	39.1%
2023	5.9%
2022	10.8%
2021	-15%
2020	-0.5%
2019	29.1%
2018	21.4%
2017	-14.4%
2016	30.4%
2015	-1.2%

Fund Manager information for Kotak Global Emerging Market Fund

Name	Since	Tenure
Arjun Khanna	9 May 19	7.15 Yr.

Data below for Kotak Global Emerging Market Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	43.42%
Financial Services	19.61%
Industrials	8.58%
Consumer Cyclical	8.12%
Basic Materials	6.67%
Communication Services	5.05%
Energy	4.51%
Health Care	0.71%

Asset Allocation

Asset Class	Value
Cash	3.32%
Equity	96.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
CI Emerging Markets Class A Investment Fund \| -	98%	₹1,762 Cr	4,589,366 ↑ 100,988
Triparty Repo CBLO/Reverse Repo \| -	2%	₹33 Cr
Net Current Assets/(Liabilities) Net Current Assets \| -	0%	-₹2 Cr

6. 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 (₹1,291 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: High.
5Y return: 18.09% (upper mid).
3Y return: 26.55% (upper mid).
1Y return: 47.92% (bottom quartile).
Alpha: -4.10 (bottom quartile).
Sharpe: 1.93 (upper mid).
Information ratio: 0.15 (top quartile).
Top sector: Technology.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding BGF US Flexible Equity I2 (~95.7%).
Top-3 holdings concentration ~100.2%.

Below is the key information for DSP US Flexible Equity Fund

DSP US Flexible Equity Fund Growth
Launch Date	3 Aug 12
NAV (16 Jul 26)	₹93.3296 ↓ -0.94 (-1.00 %)
Net Assets (Cr)	₹1,291 on 30 Jun 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.55
Sharpe Ratio	1.93
Information Ratio	0.15
Alpha Ratio	-4.1
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
30 Jun 21	₹10,000
30 Jun 22	₹9,273
30 Jun 23	₹11,265
30 Jun 24	₹13,557
30 Jun 25	₹15,785
30 Jun 26	₹23,371

DSP US Flexible Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 16 Jul 26

Duration	Returns
1 Month	-1.1%
3 Month	10.9%
6 Month	17.9%
1 Year	47.9%
3 Year	26.5%
5 Year	18.1%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	33.8%
2023	17.8%
2022	22%
2021	-5.9%
2020	24.2%
2019	22.6%
2018	27.5%
2017	-1.1%
2016	15.5%
2015	9.8%

Fund Manager information for DSP US Flexible Equity Fund

Name	Since	Tenure
Kaivalya Nadkarni	1 May 25	1.17 Yr.

Data below for DSP US Flexible Equity Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	33.05%
Industrials	13.62%
Financial Services	12.17%
Communication Services	12.05%
Consumer Cyclical	9.62%
Health Care	7.65%
Basic Materials	2.45%
Energy	2.43%

Asset Allocation

Asset Class	Value
Cash	6.96%
Equity	93.02%
Debt	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF US Flexible Equity I2 Investment Fund \| -	96%	₹1,265 Cr	1,784,131 ↓ -32,921
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	4%	₹59 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹2 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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