+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 BOI AXA Liquid Fund Growth ₹3,047.43
↑ 0.13 ₹1,824 0.5 1.4 3.2 6.9 7.4 5.82% 1M 10D 1M 10D Axis Liquid Fund Growth ₹2,946.21
↑ 0.13 ₹37,122 0.5 1.4 3.2 6.9 7.4 5.9% 1M 9D 1M 11D Indiabulls Liquid Fund Growth ₹2,559.03
↑ 0.17 ₹303 0.5 1.4 3.2 6.9 7.4 5.88% 1M 3D 1M 3D PGIM India Insta Cash Fund Growth ₹344.47
↑ 0.02 ₹527 0.5 1.4 3.2 6.8 7.3 5.83% 20D 22D Canara Robeco Liquid Growth ₹3,184.82
↑ 0.13 ₹8,310 0.5 1.4 3.2 6.8 7.4 5.82% 1M 1D 1M 3D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund PGIM India Insta Cash Fund Canara Robeco Liquid Point 1 Lower mid AUM (₹1,824 Cr). Highest AUM (₹37,122 Cr). Bottom quartile AUM (₹303 Cr). Bottom quartile AUM (₹527 Cr). Upper mid AUM (₹8,310 Cr). Point 2 Established history (17+ yrs). Established history (15+ yrs). Established history (13+ yrs). Oldest track record among peers (18 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.88% (top quartile). 1Y return: 6.87% (upper mid). 1Y return: 6.86% (lower mid). 1Y return: 6.85% (bottom quartile). 1Y return: 6.84% (bottom quartile). Point 6 1M return: 0.46% (lower mid). 1M return: 0.46% (bottom quartile). 1M return: 0.46% (upper mid). 1M return: 0.46% (top quartile). 1M return: 0.46% (bottom quartile). Point 7 Sharpe: 4.59 (top quartile). Sharpe: 3.41 (bottom quartile). Sharpe: 3.54 (lower mid). Sharpe: 3.57 (upper mid). Sharpe: 3.48 (bottom quartile). Point 8 Information ratio: 0.74 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -1.18 (bottom quartile). Information ratio: -0.64 (bottom quartile). Information ratio: 0.08 (upper mid). Point 9 Yield to maturity (debt): 5.82% (bottom quartile). Yield to maturity (debt): 5.90% (top quartile). Yield to maturity (debt): 5.88% (upper mid). Yield to maturity (debt): 5.83% (lower mid). Yield to maturity (debt): 5.82% (bottom quartile). Point 10 Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.09 yrs (lower mid). Modified duration: 0.06 yrs (top quartile). Modified duration: 0.09 yrs (upper mid). BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
PGIM India Insta Cash Fund
Canara Robeco Liquid
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 ₹557.09
↑ 0.09 ₹21,521 1.6 3.9 7.9 7.5 7.9 6.76% 5M 8D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.1243
↑ 0.00 ₹16,980 1.5 3.7 7.4 7.2 7.5 6.66% 4M 20D 7M 2D SBI Magnum Ultra Short Duration Fund Growth ₹6,063.4
↑ 0.67 ₹15,525 1.5 3.6 7.3 7.1 7.4 6.22% 5M 8D 6M Invesco India Ultra Short Term Fund Growth ₹2,735.86
↑ 0.32 ₹1,330 1.4 3.5 7.2 7 7.5 6.35% 5M 16D 5M 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 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 Invesco India Ultra Short Term Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹21,521 Cr). Upper mid AUM (₹16,980 Cr). Lower mid AUM (₹15,525 Cr). Bottom quartile AUM (₹1,330 Cr). Point 2 Established history (17+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (14+ 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: Moderate. Point 5 1Y return: 13.69% (top quartile). 1Y return: 7.86% (upper mid). 1Y return: 7.40% (lower mid). 1Y return: 7.29% (bottom quartile). 1Y return: 7.20% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.48% (upper mid). 1M return: 0.48% (lower mid). 1M return: 0.47% (bottom quartile). 1M return: 0.44% (bottom quartile). Point 7 Sharpe: 2.57 (bottom quartile). Sharpe: 3.66 (top quartile). Sharpe: 2.88 (upper mid). Sharpe: 2.74 (bottom quartile). Sharpe: 2.79 (lower mid). 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): 6.76% (top quartile). Yield to maturity (debt): 6.66% (upper mid). Yield to maturity (debt): 6.22% (bottom quartile). Yield to maturity (debt): 6.35% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.44 yrs (lower mid). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.44 yrs (bottom quartile). 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
Invesco India Ultra Short Term 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 ₹32.5016
↑ 0.01 ₹17,999 1.2 4.3 8 7.8 8.3 6.94% 2Y 3M 7D 3Y 5M 12D ICICI Prudential Short Term Fund Growth ₹61.1235
↑ 0.02 ₹22,339 1.3 4.3 8.1 7.8 7.8 7.27% 2Y 7M 10D 4Y 10M 20D Axis Short Term Fund Growth ₹31.4271
↑ 0.01 ₹12,129 1.3 4.5 8.4 7.7 8 6.89% 2Y 5M 23D 3Y 2M 12D Nippon India Short Term Fund Growth ₹53.6112
↑ 0.03 ₹8,935 1.2 4.3 8.2 7.7 8 7.04% 2Y 6M 18D 3Y 2M 19D 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 Axis Short Term Fund Nippon India Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹17,999 Cr). Highest AUM (₹22,339 Cr). Lower mid AUM (₹12,129 Cr). Bottom quartile AUM (₹8,935 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (15+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 8.01% (bottom quartile). 1Y return: 8.12% (bottom quartile). 1Y return: 8.42% (upper mid). 1Y return: 8.23% (lower mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.50% (bottom quartile). 1M return: 0.61% (upper mid). 1M return: 0.60% (lower mid). 1M return: 0.56% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.33 (lower mid). Sharpe: 1.43 (upper mid). Sharpe: 1.56 (top quartile). Sharpe: 1.26 (bottom quartile). 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): 6.94% (lower mid). Yield to maturity (debt): 7.27% (top quartile). Yield to maturity (debt): 6.89% (bottom quartile). Yield to maturity (debt): 7.04% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.27 yrs (upper mid). Modified duration: 2.61 yrs (bottom quartile). Modified duration: 2.48 yrs (lower mid). Modified duration: 2.55 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Nippon India 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 ₹103.684
↑ 0.07 ₹9,145 0.5 3.4 7.3 7.9 8.2 7.21% 6Y 2M 5D 17Y 1M 28D SBI Magnum Gilt Fund Growth ₹66.1322
↑ 0.02 ₹11,322 0.3 2 4.6 7.6 8.9 7.12% 9Y 4M 13D 19Y 10M 6D DSP Government Securities Fund Growth ₹95.8772
↑ 0.09 ₹1,494 0.4 1.8 4.2 7.6 10.1 7.22% 9Y 6M 14D 25Y 8M 1D Axis Gilt Fund Growth ₹25.6098
↑ 0.01 ₹613 0.1 2.1 5.1 7.5 10 7.11% 8Y 7M 28D 20Y 18D HDFC Gilt Fund Growth ₹55.4372
↑ 0.02 ₹2,919 0.1 2 5.2 7.4 8.7 7.05% 7Y 11M 26D 20Y 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Axis Gilt Fund HDFC Gilt Fund Point 1 Upper mid AUM (₹9,145 Cr). Highest AUM (₹11,322 Cr). Bottom quartile AUM (₹1,494 Cr). Bottom quartile AUM (₹613 Cr). Lower mid AUM (₹2,919 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (26+ yrs). Established history (13+ yrs). Established history (24+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). 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: 7.26% (top quartile). 1Y return: 4.59% (bottom quartile). 1Y return: 4.25% (bottom quartile). 1Y return: 5.11% (lower mid). 1Y return: 5.20% (upper mid). Point 6 1M return: 1.18% (bottom quartile). 1M return: 1.53% (top quartile). 1M return: 1.43% (lower mid). 1M return: 1.43% (upper mid). 1M return: 1.38% (bottom quartile). Point 7 Sharpe: 0.13 (top quartile). Sharpe: -0.41 (bottom quartile). Sharpe: -0.36 (bottom quartile). Sharpe: -0.27 (upper mid). Sharpe: -0.31 (lower mid). 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): 7.21% (upper mid). Yield to maturity (debt): 7.12% (lower mid). Yield to maturity (debt): 7.22% (top quartile). Yield to maturity (debt): 7.11% (bottom quartile). Yield to maturity (debt): 7.05% (bottom quartile). Point 10 Modified duration: 6.18 yrs (top quartile). Modified duration: 9.37 yrs (bottom quartile). Modified duration: 9.54 yrs (bottom quartile). Modified duration: 8.66 yrs (lower mid). Modified duration: 7.99 yrs (upper mid). ICICI Prudential Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
Axis Gilt Fund
HDFC Gilt Fund
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 ₹22.9541
↑ 0.04 ₹648 1.1 4.7 8.2 8.3 9.6 7.22% 7Y 1M 6D 7Y 1M 6D ICICI Prudential Long Term Plan Growth ₹37.3745
↑ 0.03 ₹14,905 0.9 3.6 7.6 7.9 8.2 7.64% 4Y 9M 4D 12Y 7M 10D Nippon India Dynamic Bond Fund Growth ₹37.563
↑ 0.02 ₹4,362 0.1 3.6 7.2 7.7 9 6.56% 4Y 4D 4Y 10M 24D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹46.7079
↑ 0.01 ₹1,918 0.6 3.4 6.5 7.7 8.8 7.66% 5Y 10M 28D 10Y 9M 25D 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 ICICI Prudential Long Term Plan Nippon India Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹648 Cr). Highest AUM (₹14,905 Cr). Upper mid AUM (₹4,362 Cr). Lower mid AUM (₹1,918 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (15+ yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Top rated. Not 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: 8.18% (upper mid). 1Y return: 7.59% (lower mid). 1Y return: 7.17% (bottom quartile). 1Y return: 6.53% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 1.12% (upper mid). 1M return: 0.91% (lower mid). 1M return: 0.26% (bottom quartile). 1M return: 0.66% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.66 (upper mid). Sharpe: 0.47 (lower mid). Sharpe: 0.44 (bottom quartile). Sharpe: 0.22 (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): 7.22% (lower mid). Yield to maturity (debt): 7.64% (upper mid). Yield to maturity (debt): 6.56% (bottom quartile). Yield to maturity (debt): 7.66% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 7.10 yrs (bottom quartile). Modified duration: 4.76 yrs (lower mid). Modified duration: 4.01 yrs (upper mid). Modified duration: 5.91 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
ICICI Prudential Long Term Plan
Nippon India Dynamic Bond Fund
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 ₹91.7141
↓ -0.77 ₹45,012 1 9.1 -0.4 19.8 25.5 18.2 ICICI Prudential Bluechip Fund Growth ₹110.84
↓ -0.51 ₹71,840 0.4 7.2 -2.1 18.8 22.5 16.9 HDFC Top 100 Fund Growth ₹1,135.26
↓ -8.62 ₹37,659 -0.4 4.6 -6.3 16.8 22.2 11.6 JM Core 11 Fund Growth ₹19.9421
↓ -0.16 ₹283 1.2 6.8 -6.7 19.4 21.6 24.3 Franklin India Bluechip Fund Growth ₹1,032.71
↓ -4.89 ₹7,690 1.1 8 -3.1 15.2 21.1 16.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund JM Core 11 Fund Franklin India Bluechip Fund Point 1 Upper mid AUM (₹45,012 Cr). Highest AUM (₹71,840 Cr). Lower mid AUM (₹37,659 Cr). Bottom quartile AUM (₹283 Cr). Bottom quartile AUM (₹7,690 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (28+ yrs). Established history (17+ yrs). Oldest track record among peers (31 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). 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: 25.54% (top quartile). 5Y return: 22.46% (upper mid). 5Y return: 22.16% (lower mid). 5Y return: 21.58% (bottom quartile). 5Y return: 21.05% (bottom quartile). Point 6 3Y return: 19.83% (top quartile). 3Y return: 18.84% (lower mid). 3Y return: 16.78% (bottom quartile). 3Y return: 19.37% (upper mid). 3Y return: 15.21% (bottom quartile). Point 7 1Y return: -0.44% (top quartile). 1Y return: -2.08% (upper mid). 1Y return: -6.29% (bottom quartile). 1Y return: -6.67% (bottom quartile). 1Y return: -3.13% (lower mid). Point 8 Alpha: 2.49 (top quartile). Alpha: 1.67 (lower mid). Alpha: -2.93 (bottom quartile). Alpha: -5.21 (bottom quartile). Alpha: 2.20 (upper mid). Point 9 Sharpe: -0.40 (top quartile). Sharpe: -0.51 (lower mid). Sharpe: -0.87 (bottom quartile). Sharpe: -0.92 (bottom quartile). Sharpe: -0.47 (upper mid). Point 10 Information ratio: 1.96 (top quartile). Information ratio: 1.64 (upper mid). Information ratio: 0.92 (lower mid). Information ratio: 0.54 (bottom quartile). Information ratio: 0.23 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
JM Core 11 Fund
Franklin India Bluechip 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 (%) Motilal Oswal Midcap 30 Fund Growth ₹101.839
↓ -1.18 ₹34,780 -1.2 9.8 -5.2 24.7 33.4 57.1 Nippon India Small Cap Fund Growth ₹169.103
↓ -0.99 ₹64,821 -0.7 11.5 -7.4 22.9 32.7 26.1 HDFC Small Cap Fund Growth ₹142.815
↓ -0.98 ₹36,294 2.9 17.7 -0.2 23.5 30.8 20.4 HDFC Mid-Cap Opportunities Fund Growth ₹193.491
↓ -1.08 ₹83,105 0.1 11.1 -0.7 25 29.6 28.6 Edelweiss Mid Cap Fund Growth ₹100.46
↓ -0.57 ₹11,297 -1.6 11.8 -2 23.9 29.6 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Small Cap Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Bottom quartile AUM (₹34,780 Cr). Upper mid AUM (₹64,821 Cr). Lower mid AUM (₹36,294 Cr). Highest AUM (₹83,105 Cr). Bottom quartile AUM (₹11,297 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (18 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper 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: High. Point 5 5Y return: 33.36% (top quartile). 5Y return: 32.68% (upper mid). 5Y return: 30.76% (lower mid). 5Y return: 29.62% (bottom quartile). 5Y return: 29.57% (bottom quartile). Point 6 3Y return: 24.69% (upper mid). 3Y return: 22.86% (bottom quartile). 3Y return: 23.49% (bottom quartile). 3Y return: 25.04% (top quartile). 3Y return: 23.88% (lower mid). Point 7 1Y return: -5.17% (bottom quartile). 1Y return: -7.40% (bottom quartile). 1Y return: -0.16% (top quartile). 1Y return: -0.66% (upper mid). 1Y return: -2.00% (lower mid). Point 8 Alpha: 4.99 (top quartile). Alpha: -2.55 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 3.39 (lower mid). Alpha: 3.95 (upper mid). Point 9 Sharpe: -0.18 (top quartile). Sharpe: -0.65 (bottom quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.28 (lower mid). Sharpe: -0.28 (upper mid). Point 10 Information ratio: 0.57 (upper mid). Information ratio: 0.10 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.88 (top quartile). Information ratio: 0.39 (lower mid). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Small Cap Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss 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 ₹301.21
↓ -2.32 ₹46,216 0.4 11.1 -2.5 22.4 31 25.8 HDFC Equity Fund Growth ₹2,029.51
↓ -9.30 ₹81,936 2.3 9.3 3 23.3 29.7 23.5 JM Multicap Fund Growth ₹98.199
↓ -0.71 ₹5,943 0.4 7 -10.3 22.8 26.9 33.3 Mahindra Badhat Yojana Growth ₹35.1161
↓ -0.23 ₹5,622 -1.1 9.8 -4.8 19.3 25.8 23.4 ICICI Prudential Multicap Fund Growth ₹789.23
↓ -2.72 ₹15,281 -0.8 7 -5 20.4 25.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Upper mid AUM (₹46,216 Cr). Highest AUM (₹81,936 Cr). Bottom quartile AUM (₹5,943 Cr). Bottom quartile AUM (₹5,622 Cr). Lower mid AUM (₹15,281 Cr). Point 2 Established history (20+ yrs). Established history (30+ yrs). Established history (17+ yrs). Established history (8+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Not Rated. 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: 30.99% (top quartile). 5Y return: 29.71% (upper mid). 5Y return: 26.89% (lower mid). 5Y return: 25.76% (bottom quartile). 5Y return: 25.12% (bottom quartile). Point 6 3Y return: 22.40% (lower mid). 3Y return: 23.31% (top quartile). 3Y return: 22.76% (upper mid). 3Y return: 19.26% (bottom quartile). 3Y return: 20.43% (bottom quartile). Point 7 1Y return: -2.46% (upper mid). 1Y return: 2.98% (top quartile). 1Y return: -10.27% (bottom quartile). 1Y return: -4.81% (lower mid). 1Y return: -4.98% (bottom quartile). Point 8 Alpha: 3.10 (upper mid). Alpha: 4.96 (top quartile). Alpha: -8.50 (bottom quartile). Alpha: -1.14 (lower mid). Alpha: -2.00 (bottom quartile). Point 9 Sharpe: -0.38 (upper mid). Sharpe: -0.16 (top quartile). Sharpe: -1.13 (bottom quartile). Sharpe: -0.64 (lower mid). Sharpe: -0.71 (bottom quartile). Point 10 Information ratio: 1.10 (upper mid). Information ratio: 1.74 (top quartile). Information ratio: 1.09 (lower mid). Information ratio: 0.24 (bottom quartile). Information ratio: 0.53 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
ICICI Prudential 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 (%) ICICI Prudential Infrastructure Fund Growth ₹195.15
↓ -0.91 ₹7,645 -0.5 9.5 -3.2 28.6 37.4 27.4 HDFC Infrastructure Fund Growth ₹47.578
↓ -0.26 ₹2,483 -0.3 9.3 -5 28 34.6 23 Franklin Build India Fund Growth ₹141.848
↓ -0.86 ₹2,884 0.5 9.7 -4.5 27.7 34.4 27.8 DSP India T.I.G.E.R Fund Growth ₹315.004
↓ -1.81 ₹5,303 0.4 10.3 -9.3 26.3 34 32.4 Bandhan Infrastructure Fund Growth ₹49.743
↓ -0.34 ₹1,613 -2.4 8.3 -11.1 26.5 33.9 39.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund HDFC Infrastructure Fund Franklin Build India Fund DSP India T.I.G.E.R Fund Bandhan Infrastructure Fund Point 1 Highest AUM (₹7,645 Cr). Bottom quartile AUM (₹2,483 Cr). Lower mid AUM (₹2,884 Cr). Upper mid AUM (₹5,303 Cr). Bottom quartile AUM (₹1,613 Cr). Point 2 Established history (20+ yrs). Established history (17+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (14+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (lower mid). Rating: 5★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 37.37% (top quartile). 5Y return: 34.62% (upper mid). 5Y return: 34.38% (lower mid). 5Y return: 34.05% (bottom quartile). 5Y return: 33.87% (bottom quartile). Point 6 3Y return: 28.63% (top quartile). 3Y return: 28.02% (upper mid). 3Y return: 27.75% (lower mid). 3Y return: 26.28% (bottom quartile). 3Y return: 26.48% (bottom quartile). Point 7 1Y return: -3.17% (top quartile). 1Y return: -5.05% (lower mid). 1Y return: -4.53% (upper mid). 1Y return: -9.26% (bottom quartile). 1Y return: -11.15% (bottom quartile). Point 8 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 9 Sharpe: -0.48 (top quartile). Sharpe: -0.64 (upper mid). Sharpe: -0.64 (lower mid). Sharpe: -0.71 (bottom quartile). Sharpe: -0.71 (bottom quartile). Point 10 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). ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
Franklin Build India Fund
DSP India T.I.G.E.R Fund
Bandhan 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 (%) HDFC Hybrid Debt Fund Growth ₹82.0634
↓ -0.07 ₹3,359 -0.1 2.8 2.7 10.4 11.5 10.5 ICICI Prudential MIP 25 Growth ₹76.8334
↓ -0.05 ₹3,261 1.8 5.6 6.2 10.4 10.1 11.4 DSP Regular Savings Fund Growth ₹58.9716
↓ -0.08 ₹177 0.4 3 4.8 10.2 9.2 11 Kotak Debt Hybrid Fund Growth ₹58.4803
↓ -0.03 ₹3,065 0.2 3.3 1.9 10.1 10.9 11.4 SBI Debt Hybrid Fund Growth ₹73.0854
↓ -0.09 ₹9,859 0.8 4.6 4 10 11.4 11 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Hybrid Debt Fund ICICI Prudential MIP 25 DSP Regular Savings Fund Kotak Debt Hybrid Fund SBI Debt Hybrid Fund Point 1 Upper mid AUM (₹3,359 Cr). Lower mid AUM (₹3,261 Cr). Bottom quartile AUM (₹177 Cr). Bottom quartile AUM (₹3,065 Cr). Highest AUM (₹9,859 Cr). Point 2 Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Point 3 Rating: 4★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (bottom quartile). Rating: 5★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 5Y return: 11.47% (top quartile). 5Y return: 10.13% (bottom quartile). 5Y return: 9.22% (bottom quartile). 5Y return: 10.91% (lower mid). 5Y return: 11.39% (upper mid). Point 6 3Y return: 10.40% (top quartile). 3Y return: 10.36% (upper mid). 3Y return: 10.25% (lower mid). 3Y return: 10.15% (bottom quartile). 3Y return: 9.98% (bottom quartile). Point 7 1Y return: 2.70% (bottom quartile). 1Y return: 6.15% (top quartile). 1Y return: 4.78% (upper mid). 1Y return: 1.92% (bottom quartile). 1Y return: 4.04% (lower mid). Point 8 1M return: 0.57% (lower mid). 1M return: 0.59% (upper mid). 1M return: 0.45% (bottom quartile). 1M return: 0.91% (top quartile). 1M return: 0.34% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.30 (top quartile). Alpha: -2.87 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.84 (bottom quartile). Sharpe: -0.06 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.77 (bottom quartile). Sharpe: -0.46 (lower mid). HDFC Hybrid Debt Fund
ICICI Prudential MIP 25
DSP Regular Savings Fund
Kotak Debt Hybrid Fund
SBI Debt Hybrid 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 (%) JM Equity Hybrid Fund Growth ₹120.449
↓ -0.60 ₹804 -1.4 5.9 -7.3 20.5 22 27 ICICI Prudential Equity and Debt Fund Growth ₹400.33
↓ -1.74 ₹45,168 2.2 8.2 2.5 20.2 26.3 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.07
↓ -0.09 ₹1,253 -0.5 8.7 -3 18.6 23.2 25.8 UTI Hybrid Equity Fund Growth ₹401.161
↓ -1.43 ₹6,302 -1.2 5.1 -2.9 16.5 20.3 19.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund UTI Hybrid Equity Fund Sundaram Equity Hybrid Fund Point 1 Bottom quartile AUM (₹804 Cr). Highest AUM (₹45,168 Cr). Bottom quartile AUM (₹1,253 Cr). Upper mid AUM (₹6,302 Cr). Lower mid AUM (₹1,954 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (25+ yrs). Established history (9+ yrs). Established history (30+ yrs). Established history (25+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 2★ (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: 21.97% (lower mid). 5Y return: 26.27% (top quartile). 5Y return: 23.22% (upper mid). 5Y return: 20.28% (bottom quartile). 5Y return: 14.20% (bottom quartile). Point 6 3Y return: 20.47% (top quartile). 3Y return: 20.18% (upper mid). 3Y return: 18.64% (lower mid). 3Y return: 16.49% (bottom quartile). 3Y return: 16.03% (bottom quartile). Point 7 1Y return: -7.33% (bottom quartile). 1Y return: 2.55% (upper mid). 1Y return: -3.01% (bottom quartile). 1Y return: -2.86% (lower mid). 1Y return: 27.10% (top quartile). Point 8 1M return: 0.10% (lower mid). 1M return: 0.69% (upper mid). 1M return: -0.03% (bottom quartile). 1M return: -0.34% (bottom quartile). 1M return: 1.80% (top quartile). Point 9 Alpha: -8.63 (bottom quartile). Alpha: 2.96 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.11 (bottom quartile). Alpha: 5.81 (top quartile). Point 10 Sharpe: -1.21 (bottom quartile). Sharpe: -0.29 (upper mid). Sharpe: -0.64 (lower mid). Sharpe: -0.80 (bottom quartile). Sharpe: 2.64 (top quartile). JM Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
UTI Hybrid Equity Fund
Sundaram Equity Hybrid 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 (%) SBI Gold Fund Growth ₹33.2614
↓ -0.13 ₹5,221 16.3 28.5 48 30.1 16.5 19.6 IDBI Gold Fund Growth ₹29.5483
↓ -0.21 ₹254 15.8 28.2 48 29.9 16.9 18.7 Aditya Birla Sun Life Gold Fund Growth ₹33.0543
↓ -0.07 ₹725 16.3 28.5 48 29.8 16.3 18.7 ICICI Prudential Regular Gold Savings Fund Growth ₹35.2281
↓ -0.08 ₹2,603 16.3 28.7 48 29.7 16.4 19.5 Nippon India Gold Savings Fund Growth ₹43.5699
↓ -0.10 ₹3,439 16.3 28.7 47.8 29.7 16.3 19 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund IDBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund Point 1 Highest AUM (₹5,221 Cr). Bottom quartile AUM (₹254 Cr). Bottom quartile AUM (₹725 Cr). Lower mid AUM (₹2,603 Cr). Upper mid AUM (₹3,439 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (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: 16.45% (upper mid). 5Y return: 16.92% (top quartile). 5Y return: 16.32% (bottom quartile). 5Y return: 16.42% (lower mid). 5Y return: 16.27% (bottom quartile). Point 6 3Y return: 30.05% (top quartile). 3Y return: 29.88% (upper mid). 3Y return: 29.76% (lower mid). 3Y return: 29.74% (bottom quartile). 3Y return: 29.71% (bottom quartile). Point 7 1Y return: 48.01% (upper mid). 1Y return: 48.04% (top quartile). 1Y return: 47.98% (lower mid). 1Y return: 47.96% (bottom quartile). 1Y return: 47.80% (bottom quartile). Point 8 1M return: 12.98% (lower mid). 1M return: 12.65% (bottom quartile). 1M return: 12.95% (bottom quartile). 1M return: 13.00% (upper mid). 1M return: 13.05% (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: 2.58 (upper mid). Sharpe: 2.38 (bottom quartile). Sharpe: 2.66 (top quartile). Sharpe: 2.55 (lower mid). Sharpe: 2.52 (bottom quartile). SBI Gold Fund
IDBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings 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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