+91-22-48913909સૌથી વધુ વળતર 2022 સાથે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ
રોકાણ કરવા માટે યોગ્ય ફંડ પસંદ કરવું સરળ નથી! ઘણારોકાણકાર શ્રેષ્ઠ વળતર મેળવવા માટે શ્રેષ્ઠ પ્રદર્શન કરતા ફંડની શોધ કરે છે. જો કે, વળતર એ એકમાત્ર માપદંડ નથી કે જે રોકાણકારે ફંડમાં જોવું જોઈએ. એયુએમ, ફંડની ઉંમર, પીઅર એવરેજ વળતર, ફંડ મેનેજર, એક્ઝિટ લોડ વગેરે જેવા વિવિધ મહત્વના પરિમાણો, મ્યુચ્યુઅલ ફંડ યોજનાઓની સ્થિરતા અને કામગીરી નક્કી કરે છે. રોકાણકારો કે જેઓ સૌથી વધુ વળતર આપતા ફંડ્સ જોઈ રહ્યા છે, તેઓ છેલ્લા કેટલાક વર્ષોના મ્યુચ્યુઅલ ફંડના પ્રદર્શનનું વિશ્લેષણ કરી શકે છે અને એવા ફંડમાં રોકાણ કરી શકે છે જેણે સૌથી વધુ સ્થિર વળતર આપ્યું હોય. પ્રથમ, ચાલો મૂળભૂત સમજીએમ્યુચ્યુઅલ ફંડ.
મ્યુચ્યુઅલ ફંડ શું છે?
મ્યુચ્યુઅલ ફંડ્સ એ સૌથી લોકપ્રિય રીતોમાંની એક છેરોકાણ પૈસા તે રોકાણકારો પાસેથી નાણાં એકત્રિત કરે છે અને તેને શેરોમાં રોકાણ કરે છે,મની માર્કેટ સાધનોબોન્ડ અને અન્ય પ્રકારની સિક્યોરિટીઝ. દાખલા તરીકે, ઇક્વિટી ફંડ કંપનીના શેરો/શેરમાં રોકાણ કરે છે અને એડેટ ફંડ ડિબેન્ચર, બોન્ડ વગેરેમાં રોકાણ કરે છે. દરેક મ્યુચ્યુઅલ ફંડ પ્રકારો રોકાણના ઉદ્દેશ્ય સાથે આવે છે. ભારતમાં 42 મ્યુચ્યુઅલ ફંડ કંપનીઓ છે (જેનેએસેટ મેનેજમેન્ટ કંપનીઓ અથવા AMC) જે મ્યુચ્યુઅલ ફંડ યોજનાઓ પ્રદાન કરે છે. આ મ્યુચ્યુઅલ ફંડ કંપનીઓ દ્વારા નિયમન કરવામાં આવે છેસેબી. સિક્યોરિટીઝ એન્ડ એક્સચેન્જ બોર્ડ ઓફ ઈન્ડિયા (SEBI) એ ભારતમાં મ્યુચ્યુઅલ ફંડ્સ માટેની નિયમનકારી સંસ્થા છે.
સૌથી વધુ વળતર સાથે રોકાણ કરવા માટે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ
વિવિધમ્યુચ્યુઅલ ફંડના પ્રકાર છેઇક્વિટી ફંડ્સ, ડેટ ફંડ્સ અને હાઇબ્રિડ ફંડ્સ. દરેક ફંડના ચોક્કસ રોકાણના ઉદ્દેશ્યો હોય છે અને તેનો ઉદ્દેશ્ય રોકાણકારોના રોકાણના લક્ષ્યોને પૂરો કરવાનો હોય છે. તેથી, ચાલો આ યોજનાઓ સાથે તેમના ભંડોળ પર એક નજર કરીએ જે ઉચ્ચ વળતર આપે છે.
સૌથી વધુ વળતર 2022 સાથે શ્રેષ્ઠ ડેટ મ્યુચ્યુઅલ ફંડ
ડેટ મ્યુચ્યુઅલ ફંડ્સ મુખ્યત્વે નિશ્ચિત રોકાણ કરે છેઆવક સરકારી સિક્યોરિટીઝ, ટ્રેઝરી બિલ્સ, કોર્પોરેટ બોન્ડ્સ વગેરે જેવા સાધન. આ ભંડોળ આદર્શ રીતે તે લોકો દ્વારા પસંદ કરવામાં આવે છે જેઓ પરંપરાગત કરતાં સ્થિર આવક અને વધુ વળતરની શોધમાં હોય છે.બેંક એકાઉન્ટ્સ ડેટ ફંડ્સ ટૂંકા ગાળામાં તેના શ્રેષ્ઠ વળતર માટે જાણીતા છે. ઓછી ભૂખ ધરાવતા રોકાણકારો જે ઈચ્છે છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો ડેટ ફંડમાં રોકાણ કરવાનું પસંદ કરવું જોઈએ. આ ફંડ્સ ઇક્વિટી કરતાં તુલનાત્મક રીતે ઓછા અસ્થિર છે. લિક્વિડ, અલ્ટ્રા-શોર્ટ ટર્મ, શોર્ટ ટર્મ જેવા ડેટ ફંડ ટૂંકા ગાળાના રોકાણ માટે સારો વિકલ્પ છે. લાંબા ગાળાના ડેટ ફંડ્સ જોખમી હોય છે અને આ સિક્યોરિટીઝની પાકતી મુદત 5-7 વર્ષ સુધી, અમુક કિસ્સામાં 10 વર્ષ અને તેથી વધુની હોઈ શકે છે. નીચે ડેટ ફંડ્સની શ્રેણીઓ છે, જેમાં તેમના સૌથી વધુ વળતર છે.
1 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 લિક્વિડ ફંડ્સ
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Liquid Fund Growth ₹2,454.04
↑ 0.35 ₹503 0.5 1.7 3.4 6.6 6.66% 1M 7D 1M 10D BOI AXA Liquid Fund Growth ₹3,120.97
↑ 0.53 ₹1,843 0.6 1.5 3 6.4 6.6 6.42% 1M 2D 1M 2D Axis Liquid Fund Growth ₹3,016.75
↑ 0.49 ₹39,028 0.5 1.5 3 6.4 6.6 6.5% 27D 30D Indiabulls Liquid Fund Growth ₹2,619.73
↑ 0.40 ₹169 0.5 1.5 2.9 6.4 6.6 6.62% 1M 1M Edelweiss Liquid Fund Growth ₹3,464.75
↑ 0.54 ₹10,125 0.5 1.5 3 6.4 6.5 6.42% 1M 1D 1M 1D 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 Liquid Fund BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund Edelweiss Liquid Fund Point 1 Bottom quartile AUM (₹503 Cr). Lower mid AUM (₹1,843 Cr). Highest AUM (₹39,028 Cr). Bottom quartile AUM (₹169 Cr). Upper mid AUM (₹10,125 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (18 yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.55% (top quartile). 1Y return: 6.40% (upper mid). 1Y return: 6.38% (lower mid). 1Y return: 6.37% (bottom quartile). 1Y return: 6.36% (bottom quartile). Point 6 1M return: 0.53% (bottom quartile). 1M return: 0.55% (top quartile). 1M return: 0.55% (upper mid). 1M return: 0.55% (bottom quartile). 1M return: 0.55% (lower mid). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 3.73 (top quartile). Sharpe: 3.16 (lower mid). Sharpe: 2.72 (bottom quartile). Sharpe: 3.25 (upper mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 1.44 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.70 (bottom quartile). Information ratio: 0.00 (lower mid). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 6.42% (bottom quartile). Yield to maturity (debt): 6.50% (lower mid). Yield to maturity (debt): 6.62% (upper mid). Yield to maturity (debt): 6.42% (bottom quartile). Point 10 Modified duration: 0.10 yrs (bottom quartile). Modified duration: 0.09 yrs (bottom quartile). Modified duration: 0.07 yrs (top quartile). Modified duration: 0.08 yrs (upper mid). Modified duration: 0.09 yrs (lower mid). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
Edelweiss Liquid Fund
1 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 અલ્ટ્રા શોર્ટ ટર્મ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D Aditya Birla Sun Life Savings Fund Growth ₹570.293
↑ 0.06 ₹22,857 1.4 3 7.2 7.4 7.4 6.81% 5M 19D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.7729
↑ 0.00 ₹17,808 1.3 2.9 6.9 7.1 7.1 7.31% 5M 5D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,203.48
↑ 0.43 ₹14,032 1.4 2.9 6.8 7.1 7 6.99% 4M 20D 6M 7D Kotak Savings Fund Growth ₹44.4766
↑ 0.00 ₹16,788 1.3 2.8 6.7 6.9 6.8 7.12% 5M 16D 6M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Kotak Savings Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹22,857 Cr). Upper mid AUM (₹17,808 Cr). Bottom quartile AUM (₹14,032 Cr). Lower mid AUM (₹16,788 Cr). Point 2 Established history (18+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (21+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderately Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 7.15% (upper mid). 1Y return: 6.88% (lower mid). 1Y return: 6.77% (bottom quartile). 1Y return: 6.66% (bottom quartile). Point 6 1M return: 0.59% (lower mid). 1M return: 0.65% (top quartile). 1M return: 0.60% (upper mid). 1M return: 0.58% (bottom quartile). 1M return: 0.59% (bottom quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: 2.17 (upper mid). Sharpe: 2.06 (bottom quartile). Sharpe: 2.11 (lower mid). Sharpe: 1.52 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.81% (bottom quartile). Yield to maturity (debt): 7.31% (top quartile). Yield to maturity (debt): 6.99% (lower mid). Yield to maturity (debt): 7.12% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.46 yrs (bottom quartile). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Kotak Savings Fund
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3 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 શોર્ટ ટર્મ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% HDFC Short Term Debt Fund Growth ₹33.2242
↓ 0.00 ₹17,289 1 2.8 7.4 7.7 7.8 7.39% 2Y 4M 2D 3Y 5M 1D ICICI Prudential Short Term Fund Growth ₹62.4906
↓ -0.01 ₹22,707 1.1 2.8 7.6 7.7 8 7.51% 2Y 9M 4D 4Y 7M 20D Nippon India Short Term Fund Growth ₹54.7855
↑ 0.02 ₹8,684 1 2.8 7.6 7.6 7.9 7.17% 2Y 8M 1D 3Y 2M 26D Axis Short Term Fund Growth ₹32.0937 ₹11,709 1 2.7 7.7 7.6 8.1 7.39% 2Y 3M 4D 2Y 9M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Nippon India Short Term Fund Axis Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹17,289 Cr). Highest AUM (₹22,707 Cr). Bottom quartile AUM (₹8,684 Cr). Lower mid AUM (₹11,709 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (23+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 7.42% (bottom quartile). 1Y return: 7.56% (bottom quartile). 1Y return: 7.57% (lower mid). 1Y return: 7.67% (upper mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.79% (lower mid). 1M return: 0.70% (bottom quartile). 1M return: 0.89% (upper mid). 1M return: 0.78% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.79 (lower mid). Sharpe: 1.17 (top quartile). Sharpe: 0.76 (bottom quartile). Sharpe: 0.94 (upper mid). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.39% (upper mid). Yield to maturity (debt): 7.51% (top quartile). Yield to maturity (debt): 7.17% (bottom quartile). Yield to maturity (debt): 7.39% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.34 yrs (lower mid). Modified duration: 2.76 yrs (bottom quartile). Modified duration: 2.67 yrs (bottom quartile). Modified duration: 2.26 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Nippon India Short Term Fund
Axis Short Term Fund
3 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 ગિલ્ટ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹104.94
↓ -0.10 ₹9,240 0.8 2 5.9 7.5 6.8 7.38% 8Y 3M 7D 20Y 3M 11D Axis Gilt Fund Growth ₹25.8874
↓ -0.01 ₹637 0.7 2.1 4.7 7.3 5.2 6.75% 6Y 11M 16D 15Y 1M 17D SBI Magnum Gilt Fund Growth ₹66.6477
↓ -0.01 ₹10,552 0.4 1.8 4.2 7 4.5 6.45% 5Y 5M 16D 10Y 11M 5D UTI Gilt Fund Growth ₹64.016
↓ -0.06 ₹521 1.1 2.8 5.1 7 5.1 6.72% 5Y 8M 12D 8Y 3M 25D Bandhan Government Securities Fund - Investment Plan Growth ₹35.6116
↑ 0.02 ₹1,999 0.8 2.6 3.9 7 3.7 5.76% 1Y 6M 1Y 9M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund SBI Magnum Gilt Fund UTI Gilt Fund Bandhan Government Securities Fund - Investment Plan Point 1 Upper mid AUM (₹9,240 Cr). Bottom quartile AUM (₹637 Cr). Highest AUM (₹10,552 Cr). Bottom quartile AUM (₹521 Cr). Lower mid AUM (₹1,999 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (25+ yrs). Established history (24+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 5.92% (top quartile). 1Y return: 4.71% (lower mid). 1Y return: 4.17% (bottom quartile). 1Y return: 5.09% (upper mid). 1Y return: 3.94% (bottom quartile). Point 6 1M return: 0.56% (bottom quartile). 1M return: 0.64% (bottom quartile). 1M return: 0.69% (upper mid). 1M return: 1.08% (top quartile). 1M return: 0.65% (lower mid). Point 7 Sharpe: 0.16 (top quartile). Sharpe: -0.28 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.28 (lower mid). Sharpe: -0.40 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.38% (top quartile). Yield to maturity (debt): 6.75% (upper mid). Yield to maturity (debt): 6.45% (bottom quartile). Yield to maturity (debt): 6.72% (lower mid). Yield to maturity (debt): 5.76% (bottom quartile). Point 10 Modified duration: 8.27 yrs (bottom quartile). Modified duration: 6.96 yrs (bottom quartile). Modified duration: 5.46 yrs (upper mid). Modified duration: 5.70 yrs (lower mid). Modified duration: 1.50 yrs (top quartile). ICICI Prudential Gilt Fund
Axis Gilt Fund
SBI Magnum Gilt Fund
UTI Gilt Fund
Bandhan Government Securities Fund - Investment Plan
3 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 ડાયનેમિક ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 ₹99 2.4 22.4 31.9 11.7 0% 3M 18D IIFL Dynamic Bond Fund Growth ₹23.5329
↓ -0.02 ₹625 1.2 3.4 8.4 8.5 8.5 7.38% 4Y 8M 19D 6Y 4M 20D Nippon India Dynamic Bond Fund Growth ₹38.4755
↑ 0.04 ₹4,078 1 2.3 6.9 7.8 7.1 6.96% 3Y 9M 4Y 6M 11D ICICI Prudential Long Term Plan Growth ₹38.0043
↓ -0.02 ₹14,826 0.9 2.4 6.5 7.5 7.2 7.82% 5Y 8M 26D 13Y 6M 14D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.5781
↓ -0.02 ₹1,857 1 2.4 6.6 7.5 7 7.69% 6Y 11D 12Y 7M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Dynamic Accrual Fund IIFL Dynamic Bond Fund Nippon India Dynamic Bond Fund ICICI Prudential Long Term Plan Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹625 Cr). Upper mid AUM (₹4,078 Cr). Highest AUM (₹14,826 Cr). Lower mid AUM (₹1,857 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (21+ yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Not Rated. Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 31.90% (top quartile). 1Y return: 8.44% (upper mid). 1Y return: 6.88% (lower mid). 1Y return: 6.55% (bottom quartile). 1Y return: 6.59% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.87% (lower mid). 1M return: 1.33% (upper mid). 1M return: 0.64% (bottom quartile). 1M return: 0.83% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.69 (upper mid). Sharpe: 0.16 (bottom quartile). Sharpe: 0.37 (lower mid). Sharpe: 0.10 (bottom quartile). Point 8 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.38% (lower mid). Yield to maturity (debt): 6.96% (bottom quartile). Yield to maturity (debt): 7.82% (top quartile). Yield to maturity (debt): 7.69% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.72 yrs (lower mid). Modified duration: 3.75 yrs (upper mid). Modified duration: 5.74 yrs (bottom quartile). Modified duration: 6.03 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Nippon India Dynamic Bond Fund
ICICI Prudential Long Term Plan
Aditya Birla Sun Life Dynamic Bond Fund
સૌથી વધુ વળતર 2022 સાથે શ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ
ઇક્વિટી ફંડ્સ મુખ્યત્વે કંપનીઓના શેરો અથવા શેરોમાં રોકાણ કરે છે. ઈક્વિટી ફંડ ખરીદવું એ કોઈ કંપનીની સીધી શરૂઆત કર્યા વિના વ્યવસાય (નાના પ્રમાણમાં) ધરાવવાની શ્રેષ્ઠ રીતો પૈકીની એક છે. કારણ કે, આ ફંડ્સ સ્ટોક્સમાં રોકાણ કરે છે, તે સ્વભાવમાં અસ્થિર છે. પરંતુ, તેમની પાસે લાંબા ગાળે ઊંચું વળતર આપવાની મોટી સંભાવના છે. ઇક્વિટી ફંડના વિવિધ પ્રકારો છે જેમ કેલાર્જ કેપ ફંડ્સ,મિડ-કેપ અનેસ્મોલ કેપ ફંડ્સ,વૈવિધ્યસભર ભંડોળ,ક્ષેત્ર ભંડોળ, વગેરે. રોકાણકારો કે જેઓ ઇક્વિટીમાં રોકાણ કરવાનું વિચારી રહ્યા છે તેમની પાસે ઉચ્ચ-જોખમની ભૂખ અને લાંબા ગાળા માટે રોકાણ કરવું જોઈએ, આદર્શ રીતે 5-10 વર્ષ અને તેથી વધુ. નીચેના છેશ્રેષ્ઠ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ સૌથી વધુ વળતર સાથે.
5 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 લાર્જ કેપ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹92.4087
↓ -1.49 ₹50,107 -1.7 0.9 14.1 18.7 17.4 9.2 ICICI Prudential Bluechip Fund Growth ₹112.83
↓ -1.63 ₹76,646 -2.3 1.4 12.7 17.6 15.5 11.3 HDFC Top 100 Fund Growth ₹1,163.26
↓ -18.01 ₹39,621 -0.9 1.9 10.4 15.6 14.3 7.9 Invesco India Largecap Fund Growth ₹69.46
↓ -0.98 ₹1,666 -3.3 0.3 13.4 17.2 13.9 5.5 JM Core 11 Fund Growth ₹19.7662
↓ -0.36 ₹284 -3.5 0.8 10.6 17.3 13.8 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund Invesco India Largecap Fund JM Core 11 Fund Point 1 Upper mid AUM (₹50,107 Cr). Highest AUM (₹76,646 Cr). Lower mid AUM (₹39,621 Cr). Bottom quartile AUM (₹1,666 Cr). Bottom quartile AUM (₹284 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 17.35% (top quartile). 5Y return: 15.51% (upper mid). 5Y return: 14.35% (lower mid). 5Y return: 13.94% (bottom quartile). 5Y return: 13.77% (bottom quartile). Point 6 3Y return: 18.71% (top quartile). 3Y return: 17.64% (upper mid). 3Y return: 15.55% (bottom quartile). 3Y return: 17.15% (bottom quartile). 3Y return: 17.28% (lower mid). Point 7 1Y return: 14.09% (top quartile). 1Y return: 12.69% (lower mid). 1Y return: 10.40% (bottom quartile). 1Y return: 13.37% (upper mid). 1Y return: 10.63% (bottom quartile). Point 8 Alpha: 0.30 (upper mid). Alpha: 0.35 (top quartile). Alpha: -1.99 (bottom quartile). Alpha: -1.06 (lower mid). Alpha: -7.12 (bottom quartile). Point 9 Sharpe: 0.30 (top quartile). Sharpe: 0.30 (upper mid). Sharpe: 0.09 (bottom quartile). Sharpe: 0.20 (lower mid). Sharpe: -0.27 (bottom quartile). Point 10 Information ratio: 1.22 (top quartile). Information ratio: 1.01 (upper mid). Information ratio: 0.24 (bottom quartile). Information ratio: 0.72 (lower mid). Information ratio: 0.09 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
Invesco India Largecap Fund
JM Core 11 Fund
5 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 મિડ અને સ્મોલ કેપ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹162.57
↓ -1.89 ₹65,812 -4.5 -3.9 11.4 20.7 23.5 -4.7 Motilal Oswal Midcap 30 Fund Growth ₹91.571
↓ -1.91 ₹34,432 -11.9 -11.5 -1 22.3 23.3 -12.1 HDFC Mid-Cap Opportunities Fund Growth ₹202.279
↓ -2.83 ₹92,187 -1 4.2 19.4 25.7 22.9 6.8 Edelweiss Mid Cap Fund Growth ₹102.731
↓ -1.39 ₹13,802 -1.9 1.3 18.5 25.5 21.4 3.8 Invesco India Mid Cap Fund Growth ₹179.95
↓ -3.08 ₹10,058 -3.6 -1.6 22.1 26.9 21.1 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Small Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Point 1 Upper mid AUM (₹65,812 Cr). Lower mid AUM (₹34,432 Cr). Highest AUM (₹92,187 Cr). Bottom quartile AUM (₹13,802 Cr). Bottom quartile AUM (₹10,058 Cr). Point 2 Established history (15+ yrs). Established history (11+ yrs). Oldest track record among peers (18 yrs). Established history (18+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (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: 23.49% (top quartile). 5Y return: 23.27% (upper mid). 5Y return: 22.88% (lower mid). 5Y return: 21.38% (bottom quartile). 5Y return: 21.07% (bottom quartile). Point 6 3Y return: 20.72% (bottom quartile). 3Y return: 22.27% (bottom quartile). 3Y return: 25.66% (upper mid). 3Y return: 25.49% (lower mid). 3Y return: 26.94% (top quartile). Point 7 1Y return: 11.40% (bottom quartile). 1Y return: -1.01% (bottom quartile). 1Y return: 19.44% (upper mid). 1Y return: 18.51% (lower mid). 1Y return: 22.07% (top quartile). Point 8 Alpha: -0.64 (bottom quartile). Alpha: -12.33 (bottom quartile). Alpha: 3.73 (top quartile). Alpha: 1.70 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.19 (bottom quartile). Sharpe: -0.54 (bottom quartile). Sharpe: 0.49 (top quartile). Sharpe: 0.33 (lower mid). Sharpe: 0.35 (upper mid). Point 10 Information ratio: 0.02 (lower mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.47 (upper mid). Information ratio: 0.49 (top quartile). Information ratio: 0.00 (bottom quartile). Nippon India Small Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
ટોચના 5 ડાઇવર્સિફાઇડ ફંડ્સ અથવા 5 વર્ષમાં સૌથી વધુ વળતર સાથે મલ્ટી કેપ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹297.181
↓ -4.25 ₹48,809 -2.5 -1.7 15 21.5 21.6 4.1 HDFC Equity Fund Growth ₹2,071.17
↓ -25.33 ₹97,452 -0.6 3.1 15.5 21.8 20.3 11.4 Mahindra Badhat Yojana Growth ₹35.8231
↓ -0.46 ₹6,046 -1.4 1.4 15.8 20.8 18.6 3.4 Parag Parikh Long Term Equity Fund Growth ₹84.5642
↓ -0.82 ₹133,970 -0.9 0.2 8 20.2 17.4 7.8 JM Multicap Fund Growth ₹95.1778
↓ -1.21 ₹5,152 -3.6 -2.3 4.3 19.8 17.3 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana Parag Parikh Long Term Equity Fund JM Multicap Fund Point 1 Lower mid AUM (₹48,809 Cr). Upper mid AUM (₹97,452 Cr). Bottom quartile AUM (₹6,046 Cr). Highest AUM (₹133,970 Cr). Bottom quartile AUM (₹5,152 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (12+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (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: 21.63% (top quartile). 5Y return: 20.34% (upper mid). 5Y return: 18.62% (lower mid). 5Y return: 17.42% (bottom quartile). 5Y return: 17.34% (bottom quartile). Point 6 3Y return: 21.52% (upper mid). 3Y return: 21.84% (top quartile). 3Y return: 20.84% (lower mid). 3Y return: 20.15% (bottom quartile). 3Y return: 19.79% (bottom quartile). Point 7 1Y return: 15.04% (lower mid). 1Y return: 15.51% (upper mid). 1Y return: 15.82% (top quartile). 1Y return: 8.04% (bottom quartile). 1Y return: 4.33% (bottom quartile). Point 8 Alpha: -0.46 (lower mid). Alpha: 4.79 (top quartile). Alpha: 2.62 (upper mid). Alpha: -0.94 (bottom quartile). Alpha: -10.70 (bottom quartile). Point 9 Sharpe: 0.09 (lower mid). Sharpe: 0.67 (top quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: -0.56 (bottom quartile). Point 10 Information ratio: 0.49 (bottom quartile). Information ratio: 1.25 (top quartile). Information ratio: 0.45 (bottom quartile). Information ratio: 0.64 (upper mid). Information ratio: 0.52 (lower mid). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
Parag Parikh Long Term Equity Fund
JM Multicap Fund
5 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 સેક્ટર ફંડ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹36.2959
↓ -0.41 ₹5,980 6.6 15.7 30.7 33.8 27.7 11.3 ICICI Prudential Infrastructure Fund Growth ₹196.22
↓ -2.38 ₹8,077 -1 0.7 15.8 24.9 26.5 6.7 Invesco India PSU Equity Fund Growth ₹67.82
↓ -1.04 ₹1,492 1.8 9.3 29.3 31.5 25.8 10.3 DSP India T.I.G.E.R Fund Growth ₹322.81
↓ -3.55 ₹5,184 1.1 2.9 20.2 25.5 24.4 -2.5 HDFC Infrastructure Fund Growth ₹47.327
↓ -0.66 ₹2,366 -2.3 -0.7 15.8 26.9 23.8 2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund DSP India T.I.G.E.R Fund HDFC Infrastructure Fund Point 1 Upper mid AUM (₹5,980 Cr). Highest AUM (₹8,077 Cr). Bottom quartile AUM (₹1,492 Cr). Lower mid AUM (₹5,184 Cr). Bottom quartile AUM (₹2,366 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 27.74% (top quartile). 5Y return: 26.53% (upper mid). 5Y return: 25.82% (lower mid). 5Y return: 24.38% (bottom quartile). 5Y return: 23.80% (bottom quartile). Point 6 3Y return: 33.84% (top quartile). 3Y return: 24.88% (bottom quartile). 3Y return: 31.51% (upper mid). 3Y return: 25.45% (bottom quartile). 3Y return: 26.87% (lower mid). Point 7 1Y return: 30.67% (top quartile). 1Y return: 15.80% (bottom quartile). 1Y return: 29.25% (upper mid). 1Y return: 20.23% (lower mid). 1Y return: 15.81% (bottom quartile). Point 8 Alpha: 0.05 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.70 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.63 (top quartile). Sharpe: 0.15 (lower mid). Sharpe: 0.53 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: 0.06 (bottom quartile). Point 10 Information ratio: -0.63 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.50 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). SBI PSU Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
DSP India T.I.G.E.R Fund
HDFC Infrastructure Fund
સૌથી વધુ વળતર 2022 સાથે શ્રેષ્ઠ હાઇબ્રિડ મ્યુચ્યુઅલ ફંડ
હાઇબ્રિડ ફંડ્સ તરીકે પણ ઓળખાય છેસંતુલિત ભંડોળ દેવું અને ઇક્વિટી બંનેના સંયોજનમાં. ડેટ હાઇબ્રિડ ફંડમાં ડેટ સિક્યોરિટીઝમાં રોકાણનો મોટો હિસ્સો હોઈ શકે છે અને ઇક્વિટી હાઇબ્રિડ પાસે ઇક્વિટી સાધનોનો મોટો હિસ્સો હશે. સંતુલિત ભંડોળ રોકાણકારોને માત્ર આનંદ માણવા દે છેપાટનગર વૃદ્ધિ, પણ મેળવોનિશ્ચિત આવક નિયમિત સમયાંતરે.
3 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 હાઇબ્રિડ ડેટ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential MIP 25 Growth ₹78.0395
↑ 0.01 ₹3,334 0.4 2.3 8.8 10.3 8.8 7.9 Kotak Debt Hybrid Fund Growth ₹59.6162
↑ 0.02 ₹3,044 0.6 2.8 6.9 10.1 9 5.3 SBI Debt Hybrid Fund Growth ₹74.8487
↑ 0.11 ₹9,761 0.5 2.8 9.3 10.1 9.3 6.7 HDFC Hybrid Debt Fund Growth ₹83.9033
↑ 0.02 ₹3,332 0.8 2.7 6.9 10 9.2 5.5 DSP Regular Savings Fund Growth ₹60.1317
↑ 0.08 ₹183 0.7 2.4 8.1 9.9 8 7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 Kotak Debt Hybrid Fund SBI Debt Hybrid Fund HDFC Hybrid Debt Fund DSP Regular Savings Fund Point 1 Upper mid AUM (₹3,334 Cr). Bottom quartile AUM (₹3,044 Cr). Highest AUM (₹9,761 Cr). Lower mid AUM (₹3,332 Cr). Bottom quartile AUM (₹183 Cr). Point 2 Established history (21+ yrs). Established history (22+ yrs). Oldest track record among peers (24 yrs). Established history (22+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 5★ (upper mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.78% (bottom quartile). 5Y return: 9.00% (lower mid). 5Y return: 9.26% (top quartile). 5Y return: 9.21% (upper mid). 5Y return: 8.01% (bottom quartile). Point 6 3Y return: 10.30% (top quartile). 3Y return: 10.12% (upper mid). 3Y return: 10.09% (lower mid). 3Y return: 9.98% (bottom quartile). 3Y return: 9.92% (bottom quartile). Point 7 1Y return: 8.82% (upper mid). 1Y return: 6.89% (bottom quartile). 1Y return: 9.32% (top quartile). 1Y return: 6.89% (bottom quartile). 1Y return: 8.10% (lower mid). Point 8 1M return: 0.45% (bottom quartile). 1M return: 0.76% (lower mid). 1M return: 1.05% (top quartile). 1M return: 0.96% (upper mid). 1M return: 0.34% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: -1.88 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.55 (top quartile). Point 10 Sharpe: 0.50 (top quartile). Sharpe: -0.21 (bottom quartile). Sharpe: 0.16 (lower mid). Sharpe: -0.15 (bottom quartile). Sharpe: 0.29 (upper mid). ICICI Prudential MIP 25
Kotak Debt Hybrid Fund
SBI Debt Hybrid Fund
HDFC Hybrid Debt Fund
DSP Regular Savings Fund
3 વર્ષમાં સૌથી વધુ વળતર સાથે ટોચના 5 હાઇબ્રિડ ઇક્વિટી ફંડ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Equity and Debt Fund Growth ₹407.45
↓ -4.17 ₹49,257 -0.8 2.9 14.2 18.9 19 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.13
↓ -0.39 ₹1,329 -0.6 0.7 13.7 18.6 18.4 -0.9 JM Equity Hybrid Fund Growth ₹117.406
↓ -1.44 ₹753 -3.7 -1.7 5.1 17.2 14.9 -3.1 UTI Hybrid Equity Fund Growth ₹413.444
↓ -3.54 ₹6,654 -0.5 2.8 10.1 16.2 14.8 6.4 Bandhan Hybrid Equity Fund Growth ₹26.931
↓ -0.31 ₹1,632 -0.2 3.1 17.3 16.2 13.7 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund JM Equity Hybrid Fund UTI Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Highest AUM (₹49,257 Cr). Bottom quartile AUM (₹1,329 Cr). Bottom quartile AUM (₹753 Cr). Upper mid AUM (₹6,654 Cr). Lower mid AUM (₹1,632 Cr). Point 2 Established history (26+ yrs). Established history (9+ yrs). Established history (30+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 3★ (upper 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: 19.02% (top quartile). 5Y return: 18.41% (upper mid). 5Y return: 14.92% (lower mid). 5Y return: 14.78% (bottom quartile). 5Y return: 13.66% (bottom quartile). Point 6 3Y return: 18.90% (top quartile). 3Y return: 18.65% (upper mid). 3Y return: 17.21% (lower mid). 3Y return: 16.23% (bottom quartile). 3Y return: 16.17% (bottom quartile). Point 7 1Y return: 14.20% (upper mid). 1Y return: 13.72% (lower mid). 1Y return: 5.10% (bottom quartile). 1Y return: 10.05% (bottom quartile). 1Y return: 17.29% (top quartile). Point 8 1M return: 0.48% (lower mid). 1M return: 1.63% (top quartile). 1M return: -1.27% (bottom quartile). 1M return: 0.05% (bottom quartile). 1M return: 1.18% (upper mid). Point 9 Alpha: 3.54 (upper mid). Alpha: 0.00 (lower mid). Alpha: -6.31 (bottom quartile). Alpha: -0.75 (bottom quartile). Alpha: 4.01 (top quartile). Point 10 Sharpe: 0.62 (top quartile). Sharpe: 0.08 (bottom quartile). Sharpe: -0.36 (bottom quartile). Sharpe: 0.15 (lower mid). Sharpe: 0.57 (upper mid). ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
JM Equity Hybrid Fund
UTI Hybrid Equity Fund
Bandhan Hybrid Equity Fund
3 વર્ષના સૌથી વધુ વળતર 2022 સાથે શ્રેષ્ઠ ગોલ્ડ ફંડ્સ
જે રોકાણકારો મ્યુચ્યુઅલ ફંડ દ્વારા સોનામાં એક્સ્પોઝર લેવા માગે છે તેઓ પસંદ કરી શકે છેસોનામાં રોકાણ કરવું ભંડોળ. ગોલ્ડ મ્યુચ્યુઅલ ફંડ સોનામાં રોકાણ કરે છેETFs (એક્સચેન્જ-ટ્રેડેડ ફંડ્સ). ભૌતિક સોનાથી વિપરીત, તે ખરીદવા અને રિડીમ કરવા માટે સરળ છે. છેલ્લા 3 વર્ષમાં સૌથી વધુ વળતર આપનાર ગોલ્ડ ફંડ્સ નીચે મુજબ છે.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Gold Fund Growth ₹44.5747
↑ 0.96 ₹2,835 24.3 54.2 73.8 37.9 25.6 69.8 Nippon India Gold Savings Fund Growth ₹58.5294
↑ 1.13 ₹7,160 24.2 54 74 37.9 25.5 71.2 HDFC Gold Fund Growth ₹45.6233
↑ 0.85 ₹11,458 24.2 53.7 73.8 37.9 25.4 71.3 Aditya Birla Sun Life Gold Fund Growth ₹44.2829
↑ 0.74 ₹1,781 23.7 53.5 74.2 37.8 25.4 72 Kotak Gold Fund Growth ₹58.7982
↑ 1.21 ₹6,556 24.4 54.3 73.8 37.7 25.1 70.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Gold Fund Nippon India Gold Savings Fund HDFC Gold Fund Aditya Birla Sun Life Gold Fund Kotak Gold Fund Point 1 Bottom quartile AUM (₹2,835 Cr). Upper mid AUM (₹7,160 Cr). Highest AUM (₹11,458 Cr). Bottom quartile AUM (₹1,781 Cr). Lower mid AUM (₹6,556 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (14+ yrs). Point 3 Rating: 1★ (lower mid). Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Top rated. 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: 25.62% (top quartile). 5Y return: 25.47% (upper mid). 5Y return: 25.44% (lower mid). 5Y return: 25.36% (bottom quartile). 5Y return: 25.14% (bottom quartile). Point 6 3Y return: 37.92% (top quartile). 3Y return: 37.89% (upper mid). 3Y return: 37.85% (lower mid). 3Y return: 37.78% (bottom quartile). 3Y return: 37.73% (bottom quartile). Point 7 1Y return: 73.79% (bottom quartile). 1Y return: 74.05% (upper mid). 1Y return: 73.75% (bottom quartile). 1Y return: 74.21% (top quartile). 1Y return: 73.81% (lower mid). Point 8 1M return: 4.72% (bottom quartile). 1M return: 4.89% (bottom quartile). 1M return: 4.98% (lower mid). 1M return: 5.59% (upper mid). 1M return: 6.05% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 3.44 (upper mid). Sharpe: 3.01 (bottom quartile). Sharpe: 3.29 (lower mid). Sharpe: 3.08 (bottom quartile). Sharpe: 3.55 (top quartile). Axis Gold Fund
Nippon India Gold Savings Fund
HDFC Gold Fund
Aditya Birla Sun Life Gold Fund
Kotak Gold Fund
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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