+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 ₹3,239.62
↑ 0.99 ₹1,728 0.6 1.7 3.5 6.5 6.6 6.26% 1M 13D 1M 13D Axis Liquid Fund Growth ₹3,131.18
↑ 0.23 ₹56,438 0.5 1.7 3.5 6.5 6.6 6.47% 2M 5D 2M 5D Edelweiss Liquid Fund Growth ₹3,595.82
↑ 0.31 ₹13,796 0.5 1.7 3.5 6.5 6.5 6.33% 2M 2D 2M 2D DSP Liquidity Fund Growth ₹4,013.44
↑ 0.32 ₹22,962 0.5 1.7 3.4 6.5 6.5 6.45% 2M 5D 2M 8D 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 Edelweiss Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Bottom quartile AUM (₹1,728 Cr). Highest AUM (₹56,438 Cr). Lower mid AUM (₹13,796 Cr). Upper mid AUM (₹22,962 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). 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: 6.55% (top quartile). 1Y return: 6.50% (upper mid). 1Y return: 6.50% (lower mid). 1Y return: 6.49% (bottom quartile). 1Y return: 6.47% (bottom quartile). Point 6 1M return: 0.53% (bottom quartile). 1M return: 0.56% (top quartile). 1M return: 0.54% (lower mid). 1M return: 0.55% (upper mid). 1M return: 0.54% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 2.77 (top quartile). Sharpe: 2.57 (upper mid). Sharpe: 2.51 (lower mid). Sharpe: 2.50 (bottom quartile). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 2.18 (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): 6.66% (top quartile). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.47% (upper mid). Yield to maturity (debt): 6.33% (bottom quartile). Yield to maturity (debt): 6.45% (lower mid). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.12 yrs (upper mid). Modified duration: 0.18 yrs (bottom quartile). Modified duration: 0.17 yrs (lower mid). Modified duration: 0.18 yrs (bottom quartile). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Edelweiss Liquid Fund
DSP Liquidity 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 ₹591.653
↓ -0.18 ₹18,189 1.9 3.4 6.5 7.3 7.4 7.45% 5M 26D 6M 18D IDBI Ultra Short Term Fund Growth ₹2,424.68
↑ 0.44 ₹146 1.6 3.4 6.4 4.8 6.83% 2M 10D 2M 23D ICICI Prudential Ultra Short Term Fund Growth ₹29.8412
↓ -0.01 ₹15,455 1.8 3.4 6.4 7 7.1 7.17% 5M 8D 6M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,431.28
↓ -0.46 ₹11,165 1.9 3.4 6.3 7 7 7% 4M 28D 8M 5D 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 IDBI Ultra Short Term Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹18,189 Cr). Bottom quartile AUM (₹146 Cr). Upper mid AUM (₹15,455 Cr). Lower mid AUM (₹11,165 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Established history (16+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.46% (upper mid). 1Y return: 6.39% (lower mid). 1Y return: 6.37% (bottom quartile). 1Y return: 6.34% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.56% (upper mid). 1M return: 0.52% (bottom quartile). 1M return: 0.53% (bottom quartile). 1M return: 0.55% (lower mid). Point 7 Sharpe: 2.57 (top quartile). Sharpe: 0.81 (upper mid). Sharpe: -0.57 (bottom quartile). Sharpe: 0.81 (lower mid). Sharpe: 0.71 (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): 7.45% (top quartile). Yield to maturity (debt): 6.83% (bottom quartile). Yield to maturity (debt): 7.17% (upper mid). Yield to maturity (debt): 7.00% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.41 yrs (lower mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Savings Fund
IDBI Ultra Short Term Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration 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% Bandhan Bond Fund Short Term Plan Growth ₹61.1668
↓ -0.04 ₹9,279 1.8 3.4 6 7.3 7.5 7.06% 2Y 9M 18D 4Y 4D Axis Short Term Fund Growth ₹33.0613
↓ -0.03 ₹8,010 1.5 2.8 5.5 7.3 8.1 7.4% 2Y 6M 22D 3Y 6M 14D ICICI Prudential Short Term Fund Growth ₹64.4499
↓ -0.08 ₹19,260 1.6 2.8 5.8 7.3 8 7.61% 2Y 11M 5D 4Y 10M 13D IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D 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 Bandhan Bond Fund Short Term Plan Axis Short Term Fund ICICI Prudential Short Term Fund IDBI Short Term Bond Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹9,279 Cr). Lower mid AUM (₹8,010 Cr). Highest AUM (₹19,260 Cr). Bottom quartile AUM (₹26 Cr). Point 2 Established history (24+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (24+ yrs). Established history (15+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 5.98% (lower mid). 1Y return: 5.50% (bottom quartile). 1Y return: 5.78% (bottom quartile). 1Y return: 6.21% (upper mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.13% (lower mid). 1M return: 0.04% (bottom quartile). 1M return: 0.03% (bottom quartile). 1M return: 0.43% (upper mid). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: -0.09 (bottom quartile). Sharpe: -0.05 (lower mid). Sharpe: 0.06 (upper mid). Sharpe: 0.10 (top 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): 7.06% (lower mid). Yield to maturity (debt): 7.40% (upper mid). Yield to maturity (debt): 7.61% (top quartile). Yield to maturity (debt): 6.43% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.80 yrs (bottom quartile). Modified duration: 2.56 yrs (lower mid). Modified duration: 2.93 yrs (bottom quartile). Modified duration: 0.25 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
ICICI Prudential Short Term Fund
IDBI Short Term Bond 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 Bandhan Government Securities Fund - Investment Plan Growth ₹37.4418
↓ -0.01 ₹1,875 2.1 4.6 7.2 7.4 3.7 7.37% 11Y 5M 5D 27Y 5M 26D Axis Gilt Fund Growth ₹26.5616
↓ -0.04 ₹405 1.4 1.8 4.3 6.9 5.2 7.13% 8Y 10M 10D 21Y 9M 29D ICICI Prudential Gilt Fund Growth ₹107.62
↓ -0.25 ₹8,890 1.6 1.9 4.4 6.7 6.8 7.47% 9Y 5M 12D 21Y 5M 1D UTI Gilt Fund Growth ₹65.5457
↓ -0.07 ₹423 0.7 1.9 4.9 6.4 5.1 6.12% 3Y 1M 6D 7Y SBI Magnum Gilt Fund Growth ₹68.2562
↓ -0.02 ₹8,306 1.1 1.5 3.8 6.1 4.5 7.12% 8Y 1M 20D 23Y 5M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund ICICI Prudential Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund Point 1 Lower mid AUM (₹1,875 Cr). Bottom quartile AUM (₹405 Cr). Highest AUM (₹8,890 Cr). Bottom quartile AUM (₹423 Cr). Upper mid AUM (₹8,306 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Established history (25+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.18% (top quartile). 1Y return: 4.26% (bottom quartile). 1Y return: 4.45% (lower mid). 1Y return: 4.89% (upper mid). 1Y return: 3.76% (bottom quartile). Point 6 1M return: -0.60% (upper mid). 1M return: -0.88% (bottom quartile). 1M return: -1.11% (bottom quartile). 1M return: -0.74% (lower mid). 1M return: -0.36% (top quartile). Point 7 Sharpe: 0.09 (top quartile). Sharpe: -0.31 (lower mid). Sharpe: -0.29 (upper mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.64 (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): 7.37% (upper mid). Yield to maturity (debt): 7.13% (lower mid). Yield to maturity (debt): 7.47% (top quartile). Yield to maturity (debt): 6.12% (bottom quartile). Yield to maturity (debt): 7.12% (bottom quartile). Point 10 Modified duration: 11.43 yrs (bottom quartile). Modified duration: 8.86 yrs (lower mid). Modified duration: 9.45 yrs (bottom quartile). Modified duration: 3.10 yrs (top quartile). Modified duration: 8.14 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
ICICI Prudential Gilt Fund
UTI Gilt Fund
SBI Magnum 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 ₹24.1823
↓ -0.03 ₹570 1.8 2.9 6 7.9 8.5 7.36% 4Y 2M 26D 5Y 10M 17D Axis Dynamic Bond Fund Growth ₹31.5452
↓ -0.02 ₹996 1.9 3.1 6.2 7.2 7.1 7.11% 5Y 9M 4D 13Y 3M 14D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹49.0336
↓ -0.05 ₹1,441 1.6 2.6 5.2 7.2 7 8.08% 5Y 3M 18D 11Y 11M 8D ICICI Prudential Long Term Plan Growth ₹39.1031
↓ -0.06 ₹13,260 1.7 2.4 5.2 7 7.2 7.83% 6Y 5M 5D 14Y 6M 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 Axis Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund ICICI Prudential Long Term Plan Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹570 Cr). Lower mid AUM (₹996 Cr). Upper mid AUM (₹1,441 Cr). Highest AUM (₹13,260 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. 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: 5.99% (lower mid). 1Y return: 6.19% (upper mid). 1Y return: 5.25% (bottom quartile). 1Y return: 5.18% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -0.38% (bottom quartile). 1M return: -0.26% (lower mid). 1M return: -0.17% (upper mid). 1M return: -0.45% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.06 (upper mid). Sharpe: 0.05 (lower mid). Sharpe: -0.27 (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): 7.36% (lower mid). Yield to maturity (debt): 7.11% (bottom quartile). Yield to maturity (debt): 8.08% (top quartile). Yield to maturity (debt): 7.83% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.24 yrs (upper mid). Modified duration: 5.76 yrs (bottom quartile). Modified duration: 5.30 yrs (lower mid). Modified duration: 6.43 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Axis Dynamic Bond Fund
Aditya Birla Sun Life Dynamic Bond Fund
ICICI Prudential Long Term Plan
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 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹87.4443
↓ -0.14 ₹54,225 2.2 0 -4.6 9.2 12.3 9.2 JM Core 11 Fund Growth ₹20.3096
↑ 0.02 ₹289 10 12.1 1.2 10.2 12.1 -1.9 HDFC Top 100 Fund Growth ₹1,110.06
↓ -2.18 ₹40,198 4.1 1.3 -2.4 8.1 10.6 7.9 ICICI Prudential Bluechip Fund Growth ₹105.3
↓ -0.36 ₹80,962 1.6 -1.3 -4.9 9.6 10.6 11.3 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 India Top 100 Equity Fund Nippon India Large Cap Fund JM Core 11 Fund HDFC Top 100 Fund ICICI Prudential Bluechip Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹54,225 Cr). Bottom quartile AUM (₹289 Cr). Lower mid AUM (₹40,198 Cr). Highest AUM (₹80,962 Cr). Point 2 Established history (14+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 12.26% (upper mid). 5Y return: 12.07% (lower mid). 5Y return: 10.65% (bottom quartile). 5Y return: 10.58% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 9.19% (bottom quartile). 3Y return: 10.19% (upper mid). 3Y return: 8.06% (bottom quartile). 3Y return: 9.56% (lower mid). Point 7 1Y return: 15.39% (top quartile). 1Y return: -4.62% (bottom quartile). 1Y return: 1.15% (upper mid). 1Y return: -2.41% (lower mid). 1Y return: -4.90% (bottom quartile). Point 8 Alpha: 2.11 (upper mid). Alpha: -1.21 (bottom quartile). Alpha: 2.22 (top quartile). Alpha: -0.24 (lower mid). Alpha: -2.08 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.05 (upper mid). Sharpe: -0.17 (lower mid). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.58 (upper mid). Information ratio: 0.16 (lower mid). Information ratio: 0.02 (bottom quartile). Information ratio: 0.67 (top quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
JM Core 11 Fund
HDFC Top 100 Fund
ICICI Prudential 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 ₹104.744
↑ 0.34 ₹40,036 18.8 23.7 -0.2 17.1 20.8 -12.1 Invesco India Mid Cap Fund Growth ₹198.08
↓ -1.10 ₹14,721 10.4 17.6 9.1 21.5 18.6 6.3 HDFC Mid-Cap Opportunities Fund Growth ₹207.946
↓ -0.94 ₹105,143 6.2 8.1 6.4 15.7 18.3 6.8 Nippon India Small Cap Fund Growth ₹185.384
↑ 0.04 ₹78,957 9.8 18.5 9.3 13.6 18.3 -4.7 DSP Small Cap Fund Growth ₹231.944
↓ -0.56 ₹20,221 13.1 25.6 17.4 16 17.8 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund HDFC Mid-Cap Opportunities Fund Nippon India Small Cap Fund DSP Small Cap Fund Point 1 Lower mid AUM (₹40,036 Cr). Bottom quartile AUM (₹14,721 Cr). Highest AUM (₹105,143 Cr). Upper mid AUM (₹78,957 Cr). Bottom quartile AUM (₹20,221 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.79% (top quartile). 5Y return: 18.57% (upper mid). 5Y return: 18.30% (lower mid). 5Y return: 18.28% (bottom quartile). 5Y return: 17.82% (bottom quartile). Point 6 3Y return: 17.11% (upper mid). 3Y return: 21.46% (top quartile). 3Y return: 15.71% (bottom quartile). 3Y return: 13.58% (bottom quartile). 3Y return: 15.97% (lower mid). Point 7 1Y return: -0.23% (bottom quartile). 1Y return: 9.13% (lower mid). 1Y return: 6.38% (bottom quartile). 1Y return: 9.25% (upper mid). 1Y return: 17.45% (top quartile). Point 8 Alpha: -9.71 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.12 (upper mid). Alpha: 0.80 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.24 (bottom quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.25 (lower mid). Sharpe: 0.12 (bottom quartile). Sharpe: 0.30 (top quartile). Point 10 Information ratio: 0.06 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.06 (upper mid). Information ratio: -0.26 (bottom quartile). Information ratio: 0.00 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Nippon India Small Cap Fund
DSP Small 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 (%) HDFC Equity Fund Growth ₹2,035.23
↓ -6.74 ₹110,736 5.8 4.6 1.2 14.4 16.7 11.4 Nippon India Multi Cap Fund Growth ₹297.697
↓ -0.56 ₹55,587 3.5 4.6 -1.7 11.4 16.1 4.1 Mahindra Badhat Yojana Growth ₹39.7994
↓ -0.18 ₹7,184 11.4 15.9 13.1 15.2 14.9 3.4 JM Multicap Fund Growth ₹99.9415
↑ 0.24 ₹5,185 8.4 11.4 1.4 12.7 14.5 -6.8 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹39.97
↓ -0.27 ₹1,288 13.3 21.2 22.5 19.8 14.4 3.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Equity Fund Nippon India Multi Cap Fund Mahindra Badhat Yojana JM Multicap Fund Aditya Birla Sun Life Manufacturing Equity Fund Point 1 Highest AUM (₹110,736 Cr). Upper mid AUM (₹55,587 Cr). Lower mid AUM (₹7,184 Cr). Bottom quartile AUM (₹5,185 Cr). Bottom quartile AUM (₹1,288 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (9+ yrs). Established history (17+ yrs). Established history (11+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (lower mid). Not Rated. Top rated. Not Rated. 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: 16.73% (top quartile). 5Y return: 16.07% (upper mid). 5Y return: 14.87% (lower mid). 5Y return: 14.45% (bottom quartile). 5Y return: 14.40% (bottom quartile). Point 6 3Y return: 14.38% (lower mid). 3Y return: 11.40% (bottom quartile). 3Y return: 15.24% (upper mid). 3Y return: 12.71% (bottom quartile). 3Y return: 19.85% (top quartile). Point 7 1Y return: 1.20% (bottom quartile). 1Y return: -1.66% (bottom quartile). 1Y return: 13.06% (upper mid). 1Y return: 1.38% (lower mid). 1Y return: 22.53% (top quartile). Point 8 Alpha: 0.80 (upper mid). Alpha: -3.28 (bottom quartile). Alpha: 3.91 (top quartile). Alpha: -0.14 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: 0.01 (lower mid). Sharpe: -0.16 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: -0.07 (bottom quartile). Sharpe: 0.85 (top quartile). Point 10 Information ratio: 0.88 (top quartile). Information ratio: 0.04 (bottom quartile). Information ratio: 0.62 (upper mid). Information ratio: 0.40 (lower mid). Information ratio: 0.00 (bottom quartile). HDFC Equity Fund
Nippon India Multi Cap Fund
Mahindra Badhat Yojana
JM Multicap Fund
Aditya Birla Sun Life Manufacturing Equity 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 ₹33.808
↓ -0.25 ₹6,678 -0.8 -3.8 7.3 18.2 22.4 11.3 ICICI Prudential Infrastructure Fund Growth ₹200.88
↓ -1.55 ₹8,523 4.1 7.1 4 16.3 21.3 6.7 DSP India T.I.G.E.R Fund Growth ₹359.554
↓ -1.99 ₹6,325 4.3 13.7 14.7 18.2 20.4 -2.5 LIC MF Infrastructure Fund Growth ₹54.327
↓ -0.24 ₹1,145 4.9 11.8 10 21.2 20.2 -3.7 Nippon India Power and Infra Fund Growth ₹377.649
↓ -1.51 ₹8,042 3.3 10.7 9 16.7 20.1 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund DSP India T.I.G.E.R Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund Point 1 Lower mid AUM (₹6,678 Cr). Highest AUM (₹8,523 Cr). Bottom quartile AUM (₹6,325 Cr). Bottom quartile AUM (₹1,145 Cr). Upper mid AUM (₹8,042 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Oldest track record among peers (22 yrs). Established history (18+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Not Rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 22.38% (top quartile). 5Y return: 21.26% (upper mid). 5Y return: 20.42% (lower mid). 5Y return: 20.19% (bottom quartile). 5Y return: 20.07% (bottom quartile). Point 6 3Y return: 18.17% (upper mid). 3Y return: 16.28% (bottom quartile). 3Y return: 18.16% (lower mid). 3Y return: 21.23% (top quartile). 3Y return: 16.67% (bottom quartile). Point 7 1Y return: 7.30% (bottom quartile). 1Y return: 3.99% (bottom quartile). 1Y return: 14.66% (top quartile). 1Y return: 10.01% (upper mid). 1Y return: 9.01% (lower mid). Point 8 Alpha: -0.89 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.37 (upper mid). Alpha: 6.69 (top quartile). Point 9 Sharpe: 0.28 (lower mid). Sharpe: 0.04 (bottom quartile). Sharpe: 0.52 (top quartile). Sharpe: 0.28 (bottom quartile). Sharpe: 0.34 (upper mid). Point 10 Information ratio: -0.34 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.56 (top quartile). Information ratio: 0.40 (upper mid). SBI PSU Fund
ICICI Prudential Infrastructure Fund
DSP India T.I.G.E.R Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra 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 (%) Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 ICICI Prudential MIP 25 Growth ₹78.6326
↓ -0.11 ₹3,356 1.2 2.2 2.5 7.9 7.7 7.9 DSP Regular Savings Fund Growth ₹60.7073
↓ -0.05 ₹180 1.1 2 3 7.9 6.7 7.2 Nippon India Hybrid Bond Fund Growth ₹62.0799
↓ -0.07 ₹977 2 3.1 6.3 7.8 7.5 9.7 SBI Debt Hybrid Fund Growth ₹76.5986
↓ -0.17 ₹10,210 1.9 3.6 4.8 7.8 8.2 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Baroda Pioneer Conservative Hybrid Fund ICICI Prudential MIP 25 DSP Regular Savings Fund Nippon India Hybrid Bond Fund SBI Debt Hybrid Fund Point 1 Bottom quartile AUM (₹33 Cr). Upper mid AUM (₹3,356 Cr). Bottom quartile AUM (₹180 Cr). Lower mid AUM (₹977 Cr). Highest AUM (₹10,210 Cr). Point 2 Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Oldest track record among peers (25 yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 5★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 5Y return: 7.83% (upper mid). 5Y return: 7.69% (lower mid). 5Y return: 6.67% (bottom quartile). 5Y return: 7.48% (bottom quartile). 5Y return: 8.16% (top quartile). Point 6 3Y return: 9.05% (top quartile). 3Y return: 7.93% (upper mid). 3Y return: 7.87% (lower mid). 3Y return: 7.83% (bottom quartile). 3Y return: 7.81% (bottom quartile). Point 7 1Y return: 3.31% (lower mid). 1Y return: 2.53% (bottom quartile). 1Y return: 3.03% (bottom quartile). 1Y return: 6.26% (top quartile). 1Y return: 4.81% (upper mid). Point 8 1M return: -1.08% (bottom quartile). 1M return: -1.19% (bottom quartile). 1M return: -0.84% (lower mid). 1M return: -0.34% (top quartile). 1M return: -0.62% (upper mid). Point 9 Alpha: 0.25 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.67 (bottom quartile). Alpha: 2.03 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.85 (top quartile). Sharpe: -0.28 (bottom quartile). Sharpe: -0.38 (bottom quartile). Sharpe: 0.42 (upper mid). Sharpe: -0.07 (lower mid). Baroda Pioneer Conservative Hybrid Fund
ICICI Prudential MIP 25
DSP Regular Savings Fund
Nippon India Hybrid Bond 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 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹43.34
↑ 0.01 ₹1,841 8.9 16.3 14.3 15.4 13.7 -0.9 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Bandhan Hybrid Equity Fund Growth ₹27.809
↓ -0.07 ₹2,184 6.1 7.9 6.1 12.5 10.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Upper mid AUM (₹1,954 Cr). Lower mid AUM (₹1,841 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹2,184 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Not Rated. Top rated. 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: 14.20% (top quartile). 5Y return: 13.70% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 10.33% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 15.37% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 12.51% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 14.26% (lower mid). 1Y return: 12.06% (bottom quartile). 1Y return: 14.82% (upper mid). 1Y return: 6.12% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 1.78% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -1.97% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 5.97 (upper mid). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.32 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.05 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer 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 (%) SBI Gold Fund Growth ₹44.0559
↓ -0.41 ₹15,812 4.8 -5.9 37.9 35.4 24.9 71.5 Aditya Birla Sun Life Gold Fund Growth ₹43.7638
↓ -0.35 ₹1,665 4.4 -5.6 37.9 35.3 24.7 72 ICICI Prudential Regular Gold Savings Fund Growth ₹46.5566
↓ -0.40 ₹6,398 4.7 -5.9 37.7 35.2 24.8 72 Nippon India Gold Savings Fund Growth ₹57.5301
↓ -0.50 ₹6,959 4.8 -5.9 37.6 35.1 24.7 71.2 HDFC Gold Fund Growth ₹44.9342
↓ -0.39 ₹11,197 4.9 -5.9 37.6 35.1 24.7 71.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund HDFC Gold Fund Point 1 Highest AUM (₹15,812 Cr). Bottom quartile AUM (₹1,665 Cr). Bottom quartile AUM (₹6,398 Cr). Lower mid AUM (₹6,959 Cr). Upper mid AUM (₹11,197 Cr). Point 2 Oldest track record among peers (15 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.92% (top quartile). 5Y return: 24.73% (lower mid). 5Y return: 24.76% (upper mid). 5Y return: 24.67% (bottom quartile). 5Y return: 24.71% (bottom quartile). Point 6 3Y return: 35.38% (top quartile). 3Y return: 35.28% (upper mid). 3Y return: 35.22% (lower mid). 3Y return: 35.13% (bottom quartile). 3Y return: 35.08% (bottom quartile). Point 7 1Y return: 37.90% (upper mid). 1Y return: 37.95% (top quartile). 1Y return: 37.66% (lower mid). 1Y return: 37.57% (bottom quartile). 1Y return: 37.62% (bottom quartile). Point 8 1M return: -0.42% (bottom quartile). 1M return: -0.26% (top quartile). 1M return: -0.46% (bottom quartile). 1M return: -0.34% (lower mid). 1M return: -0.31% (upper mid). 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: 1.22 (top quartile). Sharpe: 1.13 (bottom quartile). Sharpe: 1.16 (lower mid). Sharpe: 1.13 (bottom quartile). Sharpe: 1.22 (upper mid). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings Fund
HDFC 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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