+91-22-48913909લાંબા ગાળા માટે રોકાણ કરવા માટે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ
જો તમે લાંબા ગાળાનું રોકાણ કરવાનું વિચારી રહ્યા છો, તોમ્યુચ્યુઅલ ફંડ ધ્યાનમાં લેવું આવશ્યક છે! મ્યુચ્યુઅલ ફંડ એ રોકાણનો એક શ્રેષ્ઠ વિકલ્પ છે જેઓ લાંબા ગાળે તેમના નાણાંનું મૂલ્ય વધારવા માંગે છે. જો કે, લાંબા ગાળાના સમયગાળા માટે આવી કોઈ સમયમર્યાદા નથી, પરંતુ તે સામાન્ય રીતે પાંચ વર્ષથી વધુ હોઈ શકે છે. તો, ચાલો જોઈએ કેટલાકશ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ લાંબા ગાળાના રોકાણ માટે.
શ્રેષ્ઠ લાંબા ગાળાના મ્યુચ્યુઅલ ફંડ્સ
લાંબા ગાળાનું રોકાણ ઘણી રીતે જરૂરી છે. તે સંપત્તિ સર્જનમાં મદદ કરે છે,નિવૃત્તિ આયોજન, અને કોઈ તેમની મોટાભાગની યોજના બનાવી શકે છેનાણાકીય લક્ષ્યો જેમ કે ઘર/કાર ખરીદવી, બાળકનું શિક્ષણ, આંતરરાષ્ટ્રીય પ્રવાસો અથવા અન્ય કોઈપણ સંપત્તિ. લાંબા ગાળા માટે સૌથી વધુ સલાહભર્યું પ્લાન ઇક્વિટી મ્યુચ્યુઅલ ફંડ છે. આ ભંડોળ તેના લાંબા ગાળાની સંપત્તિ સર્જન માટે જાણીતું છે.
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ઈક્વિટી કંપનીઓના શેર અને શેરોમાં રોકાણ કરે છે. તમે આ ફંડ્સમાં જેટલા લાંબા સમય સુધી રોકાણ કરશો, સારું વળતર મેળવવાની તકો વધી જશે. પરંતુ, વ્યક્તિએ હંમેશા યાદ રાખવું જોઈએ કે 'ઉચ્ચ વળતર ઉચ્ચ જોખમ આવે છે' સાથે, ઇક્વિટી જોખમી ફંડ બની શકે છે. તેમ છતાં, જો સારી રીતે અને લાંબા ગાળા માટે આયોજન કરવામાં આવે તો, વ્યક્તિ સારું વળતર મેળવી શકે છે અને તેમના લાંબા ગાળાના લક્ષ્યોને પ્રાપ્ત કરી શકે છે.
રોકાણ માંશ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ ઘણા ફાયદાઓ હોઈ શકે છે જેમ કે:
વૈવિધ્યકરણ
શ્રેષ્ઠ સાથેઇક્વિટી ફંડ્સ રોકાણકારો નિયમિત રોકાણ કરીને તેમના પોર્ટફોલિયોમાં વિવિધતા લાવી શકે છે. તેનો અર્થ એ છે કે તેઓ વિવિધ આર્થિક ક્ષેત્રોના ઇક્વિટી શેરોમાં રોકાણ કરી શકે છે. ઘણા ઇક્વિટી ફંડ્સ છે જેમ કે લાર્જ-કેપ,મિડ-કેપ, મલ્ટિ-હેડ,નાની ટોપી, વગેરે. તેથી, જો કોઈ ચોક્કસ સ્ટોકનું મૂલ્ય ઘટે તો પણ, અન્ય તેના આધારે, તે નુકસાનની ભરપાઈ કરવામાં મદદ કરી શકે છે.બજાર પરિસ્થિતિ
તરલતા
તમામ મોટા એક્સચેન્જોમાં શેરોનો સક્રિયપણે વેપાર થતો હોવાથી, દરરોજ, આ ઇક્વિટી ફંડને અત્યંત પ્રવાહી રોકાણ બનાવે છે. તે રોકાણકારોને બજારની પરિસ્થિતિના આધારે તેમના શેરો ખરીદવા અને વેચવાની સગવડ પૂરી પાડે છે. ઇક્વિટી મ્યુચ્યુઅલ ફંડમાં રોકાણ કરીને, પૈસા સામાન્ય રીતે તમારામાં જમા થાય છેબેંક ત્રણ દિવસમાં એકાઉન્ટ.
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.
લાંબા ગાળા માટે રોકાણ કરવા માટે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ
શ્રેષ્ઠ મલ્ટી કેપ ઇક્વિટી ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Kotak Standard Multicap Fund Growth ₹85.982
↑ 0.63 ₹50,146 500 1.1 -1.5 8.2 17 14.4 9.5 Mirae Asset India Equity Fund Growth ₹111.313
↑ 1.03 ₹35,343 1,000 -1.6 -4 3.5 12.8 11.8 10.2 Motilal Oswal Multicap 35 Fund Growth ₹56.9045
↑ 0.24 ₹11,679 500 -1.9 -9.5 -0.5 21.6 13.3 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,858.38
↑ 14.37 ₹23,018 100 2 0 9.5 19.1 14.9 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Highest AUM (₹50,146 Cr). Upper mid AUM (₹35,343 Cr). Bottom quartile AUM (₹11,679 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹23,018 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.37% (upper mid). 5Y return: 11.77% (bottom quartile). 5Y return: 13.27% (bottom quartile). 5Y return: 13.57% (lower mid). 5Y return: 14.90% (top quartile). Point 6 3Y return: 16.99% (bottom quartile). 3Y return: 12.81% (bottom quartile). 3Y return: 21.57% (top quartile). 3Y return: 17.28% (lower mid). 3Y return: 19.12% (upper mid). Point 7 1Y return: 8.17% (lower mid). 1Y return: 3.45% (bottom quartile). 1Y return: -0.49% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 9.55% (upper mid). Point 8 Alpha: 2.09 (upper mid). Alpha: -0.90 (bottom quartile). Alpha: -8.96 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.66 (top quartile). Point 9 Sharpe: -0.34 (lower mid). Sharpe: -0.63 (bottom quartile). Sharpe: -1.03 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: -0.30 (upper mid). Point 10 Information ratio: -0.04 (bottom quartile). Information ratio: -0.79 (bottom quartile). Information ratio: 0.51 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.92 (top quartile). Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
શ્રેષ્ઠ ELSS (ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ્સ)
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Tata India Tax Savings Fund Growth ₹45.6588
↑ 0.30 ₹4,091 500 3.4 0.4 8.7 17.1 15.2 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹152.443
↑ 1.30 ₹6,274 500 0.5 -2.4 4.9 15.2 15.3 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹61.04
↑ 0.57 ₹13,117 500 0.8 -2.6 8.7 16.3 10.3 9.3 DSP Tax Saver Fund Growth ₹139.273
↑ 1.60 ₹15,044 500 -1.1 -1.5 2.9 19.7 16.7 7.5 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Bottom quartile AUM (₹4,091 Cr). Lower mid AUM (₹6,274 Cr). Upper mid AUM (₹13,117 Cr). Highest AUM (₹15,044 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (19+ yrs). Oldest track record among peers (25 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.17% (bottom quartile). 5Y return: 15.35% (lower mid). 5Y return: 10.32% (bottom quartile). 5Y return: 16.72% (upper mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 17.10% (lower mid). 3Y return: 15.18% (bottom quartile). 3Y return: 16.30% (bottom quartile). 3Y return: 19.68% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 8.66% (upper mid). 1Y return: 4.87% (bottom quartile). 1Y return: 8.65% (lower mid). 1Y return: 2.91% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: 1.67 (upper mid). Alpha: -0.16 (bottom quartile). Alpha: 1.64 (lower mid). Alpha: -2.15 (bottom quartile). Alpha: 1.75 (top quartile). Point 9 Sharpe: -0.37 (lower mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.37 (upper mid). Sharpe: -0.62 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.09 (upper mid). Information ratio: -0.38 (bottom quartile). Information ratio: -0.37 (bottom quartile). Information ratio: 0.75 (top quartile). Information ratio: -0.15 (lower mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
Aditya Birla Sun Life Tax Relief '96
DSP Tax Saver Fund
HDFC Long Term Advantage Fund
શ્રેષ્ઠ લાર્જ કેપ ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Indiabulls Blue Chip Fund Growth ₹43.1
↑ 0.29 ₹117 500 0.7 -2.5 6.4 14.2 12.3 7.5 Nippon India Large Cap Fund Growth ₹90.8381
↑ 0.90 ₹46,521 100 0.9 -3.2 6 18.3 18.4 9.2 SBI Bluechip Fund Growth ₹93.691
↑ 0.83 ₹48,926 500 0 -1.2 5.8 14 13.2 9.7 ICICI Prudential Bluechip Fund Growth ₹109.76
↑ 0.74 ₹69,948 100 -1.1 -3.6 4 17.3 16 11.3 Aditya Birla Sun Life Frontline Equity Fund Growth ₹518.49
↑ 4.57 ₹26,702 100 -2.2 -4.4 2.9 15 13.5 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Indiabulls Blue Chip Fund Nippon India Large Cap Fund SBI Bluechip Fund ICICI Prudential Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Bottom quartile AUM (₹117 Cr). Lower mid AUM (₹46,521 Cr). Upper mid AUM (₹48,926 Cr). Highest AUM (₹69,948 Cr). Bottom quartile AUM (₹26,702 Cr). Point 2 Established history (14+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.33% (bottom quartile). 5Y return: 18.39% (top quartile). 5Y return: 13.24% (bottom quartile). 5Y return: 16.05% (upper mid). 5Y return: 13.55% (lower mid). Point 6 3Y return: 14.24% (bottom quartile). 3Y return: 18.30% (top quartile). 3Y return: 14.03% (bottom quartile). 3Y return: 17.30% (upper mid). 3Y return: 14.95% (lower mid). Point 7 1Y return: 6.39% (top quartile). 1Y return: 6.01% (upper mid). 1Y return: 5.75% (lower mid). 1Y return: 4.03% (bottom quartile). 1Y return: 2.85% (bottom quartile). Point 8 Alpha: 1.92 (top quartile). Alpha: 0.82 (upper mid). Alpha: 0.04 (bottom quartile). Alpha: 0.19 (lower mid). Alpha: -0.88 (bottom quartile). Point 9 Sharpe: -0.43 (top quartile). Sharpe: -0.49 (upper mid). Sharpe: -0.55 (lower mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.63 (bottom quartile). Point 10 Information ratio: -0.21 (bottom quartile). Information ratio: 1.17 (top quartile). Information ratio: -0.25 (bottom quartile). Information ratio: 1.02 (upper mid). Information ratio: 0.05 (lower mid). Indiabulls Blue Chip Fund
Nippon India Large Cap Fund
SBI Bluechip Fund
ICICI Prudential Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
શ્રેષ્ઠ મિડ કેપ ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Kotak Emerging Equity Scheme Growth ₹139.137
↑ 1.12 ₹55,676 1,000 7.9 0 15.6 22.5 19.7 1.8 Sundaram Mid Cap Fund Growth ₹1,430.63
↑ 9.14 ₹11,898 100 5.1 0.4 12.6 25.2 20.7 4.1 Taurus Discovery (Midcap) Fund Growth ₹116.14
↑ 0.96 ₹109 1,000 2.1 -5.5 2.6 15.7 14.1 0.8 BNP Paribas Mid Cap Fund Growth ₹106.922
↑ 0.61 ₹2,129 300 6.4 4.3 13.4 22 18.4 2.5 HDFC Mid-Cap Opportunities Fund Growth ₹200.107
↑ 1.58 ₹85,358 300 1.4 0.3 13.2 25.1 22.6 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund BNP Paribas Mid Cap Fund HDFC Mid-Cap Opportunities Fund Point 1 Upper mid AUM (₹55,676 Cr). Lower mid AUM (₹11,898 Cr). Bottom quartile AUM (₹109 Cr). Bottom quartile AUM (₹2,129 Cr). Highest AUM (₹85,358 Cr). Point 2 Established history (19+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (19+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 19.67% (lower mid). 5Y return: 20.75% (upper mid). 5Y return: 14.07% (bottom quartile). 5Y return: 18.44% (bottom quartile). 5Y return: 22.59% (top quartile). Point 6 3Y return: 22.51% (lower mid). 3Y return: 25.22% (top quartile). 3Y return: 15.71% (bottom quartile). 3Y return: 21.97% (bottom quartile). 3Y return: 25.06% (upper mid). Point 7 1Y return: 15.63% (top quartile). 1Y return: 12.65% (bottom quartile). 1Y return: 2.64% (bottom quartile). 1Y return: 13.38% (upper mid). 1Y return: 13.21% (lower mid). Point 8 Alpha: 0.72 (upper mid). Alpha: 0.04 (bottom quartile). Alpha: -7.28 (bottom quartile). Alpha: 0.48 (lower mid). Alpha: 1.20 (top quartile). Point 9 Sharpe: -0.07 (upper mid). Sharpe: -0.12 (bottom quartile). Sharpe: -0.56 (bottom quartile). Sharpe: -0.09 (lower mid). Sharpe: -0.04 (top quartile). Point 10 Information ratio: -0.40 (lower mid). Information ratio: 0.22 (upper mid). Information ratio: -1.56 (bottom quartile). Information ratio: -0.49 (bottom quartile). Information ratio: 0.39 (top quartile). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
BNP Paribas Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
શ્રેષ્ઠ સ્મોલ કેપ ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹87.0972
↑ 0.85 ₹4,449 1,000 9.7 0.7 11.1 19.5 15.7 -3.7 SBI Small Cap Fund Growth ₹167.296
↑ 1.37 ₹32,286 500 5.9 -2.9 2.7 14.4 16.1 -4.9 DSP Small Cap Fund Growth ₹200.902
↑ 0.97 ₹15,300 500 9.3 3.9 15 21.1 20.5 -2.8 Nippon India Small Cap Fund Growth ₹169.149
↑ 1.13 ₹61,809 100 8.9 -0.5 8.2 21.6 23.3 -4.7 HDFC Small Cap Fund Growth ₹133.242
↑ 0.63 ₹33,724 300 2.3 -6.5 6.9 17.8 20.1 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund HDFC Small Cap Fund Point 1 Bottom quartile AUM (₹4,449 Cr). Lower mid AUM (₹32,286 Cr). Bottom quartile AUM (₹15,300 Cr). Highest AUM (₹61,809 Cr). Upper mid AUM (₹33,724 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (15+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.66% (bottom quartile). 5Y return: 16.05% (bottom quartile). 5Y return: 20.47% (upper mid). 5Y return: 23.33% (top quartile). 5Y return: 20.11% (lower mid). Point 6 3Y return: 19.49% (lower mid). 3Y return: 14.40% (bottom quartile). 3Y return: 21.07% (upper mid). 3Y return: 21.65% (top quartile). 3Y return: 17.80% (bottom quartile). Point 7 1Y return: 11.14% (upper mid). 1Y return: 2.66% (bottom quartile). 1Y return: 15.05% (top quartile). 1Y return: 8.22% (lower mid). 1Y return: 6.89% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.92 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.21 (upper mid). Sharpe: -0.79 (bottom quartile). Sharpe: -0.05 (top quartile). Sharpe: -0.42 (bottom quartile). Sharpe: -0.38 (lower mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.21 (bottom quartile). Information ratio: 0.00 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
HDFC Small Cap Fund
શ્રેષ્ઠ ક્ષેત્ર ભંડોળ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Natural Resources and New Energy Fund Growth ₹109.914
↑ 0.16 ₹2,044 500 9.3 17.1 32.6 23.5 19.7 17.5 Franklin Build India Fund Growth ₹148.762
↑ 0.59 ₹2,858 500 8.8 3 11.4 27.6 25.5 3.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹63.46
↑ 1.17 ₹3,155 1,000 1 0.8 6.6 16.9 15.2 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹132.65
↑ 1.80 ₹9,367 100 -1.6 -3.7 2.2 14.5 14.3 15.9 Bandhan Infrastructure Fund Growth ₹48.365
↑ 0.26 ₹1,278 100 7.8 -3.1 1.4 24 21.9 -6.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Franklin Build India Fund Aditya Birla Sun Life Banking And Financial Services Fund ICICI Prudential Banking and Financial Services Fund Bandhan Infrastructure Fund Point 1 Bottom quartile AUM (₹2,044 Cr). Lower mid AUM (₹2,858 Cr). Upper mid AUM (₹3,155 Cr). Highest AUM (₹9,367 Cr). Bottom quartile AUM (₹1,278 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 5★ (bottom quartile). Rating: 5★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 19.73% (lower mid). 5Y return: 25.51% (top quartile). 5Y return: 15.16% (bottom quartile). 5Y return: 14.31% (bottom quartile). 5Y return: 21.90% (upper mid). Point 6 3Y return: 23.55% (lower mid). 3Y return: 27.60% (top quartile). 3Y return: 16.86% (bottom quartile). 3Y return: 14.51% (bottom quartile). 3Y return: 24.04% (upper mid). Point 7 1Y return: 32.61% (top quartile). 1Y return: 11.44% (upper mid). 1Y return: 6.58% (lower mid). 1Y return: 2.20% (bottom quartile). 1Y return: 1.43% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 3.17 (top quartile). Alpha: -0.18 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.19 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.31 (lower mid). Sharpe: -0.49 (bottom quartile). Sharpe: -0.79 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.37 (top quartile). Information ratio: 0.08 (upper mid). Information ratio: 0.00 (bottom quartile). DSP Natural Resources and New Energy Fund
Franklin Build India Fund
Aditya Birla Sun Life Banking And Financial Services Fund
ICICI Prudential Banking and Financial Services Fund
Bandhan Infrastructure Fund
શ્રેષ્ઠ કેન્દ્રિત ભંડોળ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Axis Focused 25 Fund Growth ₹52.26
↑ 0.47 ₹9,967 500 0 -7.7 -1.5 11.7 7.3 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹144.957
↑ 1.18 ₹7,132 1,000 -0.4 -0.3 8.1 17.7 14.4 10.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Motilal Oswal Focused 25 Fund Growth ₹44.7872
↑ 0.25 ₹1,332 500 6.8 1.6 14 12 9.1 -1.7 HDFC Focused 30 Fund Growth ₹230.56
↑ 2.06 ₹24,170 300 -1.2 -3.9 4.3 20.2 21.9 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund Motilal Oswal Focused 25 Fund HDFC Focused 30 Fund Point 1 Upper mid AUM (₹9,967 Cr). Lower mid AUM (₹7,132 Cr). Bottom quartile AUM (₹1,354 Cr). Bottom quartile AUM (₹1,332 Cr). Highest AUM (₹24,170 Cr). Point 2 Established history (13+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (12+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 7.28% (bottom quartile). 5Y return: 14.42% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 9.06% (bottom quartile). 5Y return: 21.91% (top quartile). Point 6 3Y return: 11.74% (bottom quartile). 3Y return: 17.73% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 11.97% (bottom quartile). 3Y return: 20.18% (top quartile). Point 7 1Y return: -1.54% (bottom quartile). 1Y return: 8.06% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 13.99% (upper mid). 1Y return: 4.30% (bottom quartile). Point 8 Alpha: -6.08 (bottom quartile). Alpha: 1.28 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 5.46 (top quartile). Alpha: -0.27 (lower mid). Point 9 Sharpe: -0.91 (bottom quartile). Sharpe: -0.39 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.49 (bottom quartile). Point 10 Information ratio: -0.84 (bottom quartile). Information ratio: 0.18 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: -0.56 (bottom quartile). Information ratio: 0.75 (top quartile). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
Motilal Oswal Focused 25 Fund
HDFC Focused 30 Fund
શ્રેષ્ઠ મૂલ્ય ભંડોળ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Tata Equity PE Fund Growth ₹352.721
↑ 2.06 ₹7,909 150 0.9 -1.4 5.8 19 17.2 3.7 JM Value Fund Growth ₹91.9961
↑ 0.65 ₹721 500 1.3 -6 -0.9 19.1 17.9 -4.4 Aditya Birla Sun Life Pure Value Fund Growth ₹130.112
↑ 0.98 ₹5,639 1,000 4.5 4.1 10.8 21 17.1 2.6 HDFC Capital Builder Value Fund Growth ₹761.681
↑ 7.31 ₹6,588 300 2.1 -0.1 9.1 20.3 17.7 8.6 Templeton India Value Fund Growth ₹712.946
↑ 5.76 ₹2,005 500 0.2 -1.8 3.7 16.7 18.8 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund Templeton India Value Fund Point 1 Highest AUM (₹7,909 Cr). Bottom quartile AUM (₹721 Cr). Lower mid AUM (₹5,639 Cr). Upper mid AUM (₹6,588 Cr). Bottom quartile AUM (₹2,005 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (29+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.23% (bottom quartile). 5Y return: 17.89% (upper mid). 5Y return: 17.05% (bottom quartile). 5Y return: 17.67% (lower mid). 5Y return: 18.76% (top quartile). Point 6 3Y return: 19.04% (bottom quartile). 3Y return: 19.14% (lower mid). 3Y return: 21.00% (top quartile). 3Y return: 20.26% (upper mid). 3Y return: 16.71% (bottom quartile). Point 7 1Y return: 5.79% (lower mid). 1Y return: -0.94% (bottom quartile). 1Y return: 10.85% (top quartile). 1Y return: 9.09% (upper mid). 1Y return: 3.66% (bottom quartile). Point 8 Alpha: 0.79 (lower mid). Alpha: -5.10 (bottom quartile). Alpha: 1.05 (upper mid). Alpha: 3.06 (top quartile). Alpha: 0.48 (bottom quartile). Point 9 Sharpe: -0.42 (lower mid). Sharpe: -0.79 (bottom quartile). Sharpe: -0.39 (upper mid). Sharpe: -0.28 (top quartile). Sharpe: -0.44 (bottom quartile). Point 10 Information ratio: 0.75 (upper mid). Information ratio: 0.16 (bottom quartile). Information ratio: 0.58 (lower mid). Information ratio: 1.00 (top quartile). Information ratio: 0.11 (bottom quartile). Tata Equity PE Fund
JM Value Fund
Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value Fund
Templeton India Value Fund
શ્રેષ્ઠ ડિવિડન્ડ યીલ્ડ ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹53.47
↑ 0.26 ₹5,912 100 0.4 -1.9 5.9 22.1 22.3 11.8 Templeton India Equity Income Fund Growth ₹138.515
↑ 1.16 ₹2,141 500 -0.9 -1.4 3.4 15.9 16.8 1.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹460.22
↑ 0.12 ₹1,339 1,000 0.6 2.5 11.2 19.4 18.4 2.3 UTI Dividend Yield Fund Growth ₹177.87
↑ 1.06 ₹3,497 500 -0.3 -1.5 6.2 20.4 16.5 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Dividend Yield Equity Fund Templeton India Equity Income Fund Aditya Birla Sun Life Dividend Yield Fund UTI Dividend Yield Fund Point 1 Highest AUM (₹5,912 Cr). Lower mid AUM (₹2,141 Cr). Bottom quartile AUM (₹1,339 Cr). Upper mid AUM (₹3,497 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 22.30% (top quartile). 5Y return: 16.83% (lower mid). 5Y return: 18.36% (upper mid). 5Y return: 16.46% (bottom quartile). Point 6 3Y return: 22.12% (top quartile). 3Y return: 15.91% (bottom quartile). 3Y return: 19.38% (lower mid). 3Y return: 20.35% (upper mid). Point 7 1Y return: 5.92% (lower mid). 1Y return: 3.41% (bottom quartile). 1Y return: 11.22% (top quartile). 1Y return: 6.24% (upper mid). Point 8 Alpha: 0.61 (upper mid). Alpha: -3.67 (bottom quartile). Alpha: 0.66 (top quartile). Alpha: -0.16 (lower mid). Point 9 Sharpe: -0.43 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.39 (top quartile). Sharpe: -0.50 (lower mid). Point 10 Information ratio: 1.21 (top quartile). Information ratio: -0.08 (bottom quartile). Information ratio: 0.41 (lower mid). Information ratio: 0.81 (upper mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
Aditya Birla Sun Life Dividend Yield Fund
UTI Dividend Yield Fund
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