ભારતમાં ટોચના 15 મ્યુચ્યુઅલ ફંડ ગૃહો

Updated on September 29, 2026 , 44359 views

મ્યુચ્યુઅલ ફંડ છેલ્લા કેટલાક વર્ષોથી ભારતમાં ઘણી લોકપ્રિયતા મેળવી રહી છે. તેનું નફાકારક વળતર અને પોષણક્ષમતા ઘણા લોકોને રોકાણ કરવા આકર્ષે છે. પરંતુ, આયોજન કરતી વખતેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો, મોટાભાગના લોકો વિચારે છે કે સારી મ્યુચ્યુઅલ ફંડ કંપની ગેરંટીવાળું વળતર આપી શકે છે. વાસ્તવમાં આ હકીકત નથી. જ્યારે સારું બ્રાન્ડ નામ, રોકાણ કરવા માટેનું એક માપદંડ હોઈ શકે છે, પરંતુ અન્ય ઘણા વિવિધ પરિબળો છે જે નક્કી કરે છેશ્રેષ્ઠ પ્રદર્શન કરનાર મ્યુચ્યુઅલ ફંડ રોકાણ કરવું.

એયુએમ, ફંડ મેનેજરની કુશળતા, ફંડની ઉંમર, એએમસી સાથેના ભંડોળ, ભૂતકાળની કામગીરી વગેરે જેવા પરિબળો રોકાણ માટે અંતિમ ફંડ પસંદ કરવામાં સમાન ભૂમિકા ભજવે છે. આવા પરિમાણોને ધ્યાનમાં રાખીને, અમે સંબંધિત AMC દ્વારા કેટલીક શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ યોજનાઓ સાથે ભારતના ટોચના 15 મ્યુચ્યુઅલ ફંડ ગૃહોને શોર્ટલિસ્ટ કર્યા છે.

Ready to Invest?
Talk to our investment specialist

ભારતમાં શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ કંપનીઓ

ભારતની શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ કંપનીઓ નીચે મુજબ છે-

નૉૅધ: નીચે દર્શાવેલ તમામ ફંડની નેટ એસેટ્સ છે500 કરોડ અથવા વધારે.

SBI મ્યુચ્યુઅલ ફંડ

SBI મ્યુચ્યુઅલ ફંડ એ ભારતમાં જાણીતી કંપની પૈકીની એક છે. કંપની ભારતીય મ્યુચ્યુઅલ ફંડ ઉદ્યોગમાં ત્રણ દાયકા કરતાં વધુ સમયથી હાજર છે. AMC વ્યક્તિઓની વિવિધ જરૂરિયાતોને પૂરી કરવા માટે વિવિધ કેટેગરીના ફંડમાં સ્કીમ ઓફર કરે છે. રોકાણકારો કે જેઓ SBI મ્યુચ્યુઅલ ફંડ યોજનાઓમાં રોકાણ કરવા ઈચ્છે છે, અહીં કેટલાક ટોચના ફંડ્સ છે જે તમે તમારી રોકાણ જરૂરિયાતો અને ઉદ્દેશ્યો અનુસાર પસંદ કરી શકો છો.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Small Cap Fund Growth	₹178.047 ↓ -2.40	₹42,631	500	-0.6	17.9	4.6	9.8	12.1	-4.9
SBI Debt Hybrid Fund Growth	₹76.0198 ↓ -0.06	₹10,226	500	-0.5	4.7	3.8	7.6	7.9	6.7
SBI Multi Asset Allocation Fund Growth	₹65.449 ↓ -0.07	₹20,935	500	-1.4	4.8	7.4	13.4	12	18.6
SBI Credit Risk Fund Growth	₹49.741 ↓ -0.05	₹2,186	500	1.3	4.3	7.1	7.8	7	7.9
SBI Magnum COMMA Fund Growth	₹112.243 ↓ -1.59	₹1,237	500	-1.6	4.6	7	13.3	9.1	12.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Small Cap Fund	SBI Debt Hybrid Fund	SBI Multi Asset Allocation Fund	SBI Credit Risk Fund	SBI Magnum COMMA Fund
Point 1	Highest AUM (₹42,631 Cr).	Lower mid AUM (₹10,226 Cr).	Upper mid AUM (₹20,935 Cr).	Bottom quartile AUM (₹2,186 Cr).	Bottom quartile AUM (₹1,237 Cr).
Point 2	Established history (17+ yrs).	Oldest track record among peers (25 yrs).	Established history (20+ yrs).	Established history (22+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: High.
Point 5	5Y return: 12.09% (top quartile).	5Y return: 7.92% (bottom quartile).	5Y return: 12.02% (upper mid).	1Y return: 7.08% (upper mid).	5Y return: 9.07% (lower mid).
Point 6	3Y return: 9.84% (lower mid).	3Y return: 7.56% (bottom quartile).	3Y return: 13.40% (top quartile).	1M return: -0.03% (top quartile).	3Y return: 13.30% (upper mid).
Point 7	1Y return: 4.62% (bottom quartile).	1Y return: 3.81% (bottom quartile).	1Y return: 7.44% (top quartile).	Sharpe: 1.34 (top quartile).	1Y return: 6.99% (lower mid).
Point 8	Alpha: 1.92 (top quartile).	1M return: -0.94% (upper mid).	1M return: -2.78% (lower mid).	Information ratio: 0.00 (bottom quartile).	Alpha: -1.18 (bottom quartile).
Point 9	Sharpe: 0.35 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Yield to maturity (debt): 8.55% (top quartile).	Sharpe: 0.69 (lower mid).
Point 10	Information ratio: -0.31 (bottom quartile).	Sharpe: 0.10 (bottom quartile).	Sharpe: 0.80 (upper mid).	Modified duration: 2.13 yrs (lower mid).	Information ratio: 0.04 (top quartile).

SBI Small Cap Fund

Highest AUM (₹42,631 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.09% (top quartile).
3Y return: 9.84% (lower mid).
1Y return: 4.62% (bottom quartile).
Alpha: 1.92 (top quartile).
Sharpe: 0.35 (bottom quartile).
Information ratio: -0.31 (bottom quartile).

SBI Debt Hybrid Fund

Lower mid AUM (₹10,226 Cr).
Oldest track record among peers (25 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderate.
5Y return: 7.92% (bottom quartile).
3Y return: 7.56% (bottom quartile).
1Y return: 3.81% (bottom quartile).
1M return: -0.94% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.10 (bottom quartile).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹20,935 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
5Y return: 12.02% (upper mid).
3Y return: 13.40% (top quartile).
1Y return: 7.44% (top quartile).
1M return: -2.78% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.80 (upper mid).

SBI Credit Risk Fund

Bottom quartile AUM (₹2,186 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.08% (upper mid).
1M return: -0.03% (top quartile).
Sharpe: 1.34 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.55% (top quartile).
Modified duration: 2.13 yrs (lower mid).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹1,237 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 9.07% (lower mid).
3Y return: 13.30% (upper mid).
1Y return: 6.99% (lower mid).
Alpha: -1.18 (bottom quartile).
Sharpe: 0.69 (lower mid).
Information ratio: 0.04 (top quartile).

HDFC મ્યુચ્યુઅલ ફંડ

HDFC મ્યુચ્યુઅલ ફંડ એ ભારતની સૌથી જાણીતી AMCs પૈકીની એક છે. તેણે 2000 માં તેની પ્રથમ યોજના શરૂ કરી અને ત્યારથી, ફંડ હાઉસ આશાસ્પદ વૃદ્ધિ દર્શાવે છે. વર્ષોથી, HDFC MF એ ઘણા રોકાણકારોનો વિશ્વાસ જીત્યો છે અને પોતાને ભારતમાં ટોચના પ્રદર્શનકારોમાં સ્થાન આપ્યું છે. એચડીએફસી મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવા આતુર રોકાણકારો, અહીં પસંદ કરવા માટેની કેટલીક શ્રેષ્ઠ યોજનાઓ છે.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Banking and PSU Debt Fund Growth	₹24.3281 ↓ -0.01	₹5,186	300	0	2.7	4.3	6.6	5.8	7.5
HDFC Corporate Bond Fund Growth	₹34.2666 ↓ -0.02	₹30,286	300	-0.2	2.8	3.8	6.6	5.9	7.3
HDFC Credit Risk Debt Fund Growth	₹26.0451 ↓ -0.03	₹7,666	300	1	3.8	6.3	7.5	6.4	8
HDFC Hybrid Debt Fund Growth	₹82.4321 ↓ -0.18	₹3,201	300	-1.9	1.9	0.2	6.3	6.9	5.5
HDFC Equity Savings Fund Growth	₹66.498 ↓ -0.22	₹5,758	300	-1.1	1.9	0.2	6.8	6.9	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Credit Risk Debt Fund	HDFC Hybrid Debt Fund	HDFC Equity Savings Fund
Point 1	Bottom quartile AUM (₹5,186 Cr).	Highest AUM (₹30,286 Cr).	Upper mid AUM (₹7,666 Cr).	Bottom quartile AUM (₹3,201 Cr).	Lower mid AUM (₹5,758 Cr).
Point 2	Established history (12+ yrs).	Established history (16+ yrs).	Established history (12+ yrs).	Oldest track record among peers (22 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	1Y return: 4.27% (upper mid).	1Y return: 3.81% (lower mid).	1Y return: 6.32% (top quartile).	5Y return: 6.90% (top quartile).	5Y return: 6.88% (upper mid).
Point 6	1M return: -0.06% (upper mid).	1M return: -0.23% (lower mid).	1M return: 0.08% (top quartile).	3Y return: 6.30% (bottom quartile).	3Y return: 6.75% (upper mid).
Point 7	Sharpe: -0.22 (upper mid).	Sharpe: -0.23 (lower mid).	Sharpe: 0.88 (top quartile).	1Y return: 0.24% (bottom quartile).	1Y return: 0.22% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: -1.54% (bottom quartile).	1M return: -2.44% (bottom quartile).
Point 9	Yield to maturity (debt): 7.56% (bottom quartile).	Yield to maturity (debt): 7.61% (lower mid).	Yield to maturity (debt): 8.76% (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 2.89 yrs (lower mid).	Modified duration: 3.81 yrs (bottom quartile).	Modified duration: 2.27 yrs (top quartile).	Sharpe: -0.40 (bottom quartile).	Sharpe: -0.27 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,186 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 4.27% (upper mid).
1M return: -0.06% (upper mid).
Sharpe: -0.22 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.56% (bottom quartile).
Modified duration: 2.89 yrs (lower mid).

HDFC Corporate Bond Fund

Highest AUM (₹30,286 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 3.81% (lower mid).
1M return: -0.23% (lower mid).
Sharpe: -0.23 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.61% (lower mid).
Modified duration: 3.81 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

Upper mid AUM (₹7,666 Cr).
Established history (12+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 6.32% (top quartile).
1M return: 0.08% (top quartile).
Sharpe: 0.88 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.76% (top quartile).
Modified duration: 2.27 yrs (top quartile).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,201 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 6.90% (top quartile).
3Y return: 6.30% (bottom quartile).
1Y return: 0.24% (bottom quartile).
1M return: -1.54% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.40 (bottom quartile).

HDFC Equity Savings Fund

Lower mid AUM (₹5,758 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 6.88% (upper mid).
3Y return: 6.75% (upper mid).
1Y return: 0.22% (bottom quartile).
1M return: -2.44% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.27 (bottom quartile).

ICICI પ્રુડેન્શિયલ મ્યુચ્યુઅલ ફંડ

વર્ષ 1993 માં શરૂ કરાયેલ, ICICI મ્યુચ્યુઅલ ફંડ સૌથી મોટામાંનું એક છેએસેટ મેનેજમેન્ટ કંપનીઓ દેશ માં. ફંડ હાઉસ કોર્પોરેટ અને છૂટક રોકાણ બંને માટે સોલ્યુશન્સનો વ્યાપક સ્પેક્ટ્રમ ઓફર કરે છે. ICICI મ્યુચ્યુઅલ ફંડ કંપની સંતોષકારક પ્રોડક્ટ સોલ્યુશન્સ અને નવીન યોજનાઓ આપીને મજબૂત ગ્રાહક આધાર જાળવી રહી છે. AMC દ્વારા ઇક્વિટી, ડેટ, હાઇબ્રિડ જેવી વિવિધ મ્યુચ્યુઅલ ફંડ યોજનાઓ ઓફર કરવામાં આવે છે.ELSS, લિક્વિડ, વગેરે. અહીં ICICI MF ની કેટલીક શ્રેષ્ઠ કામગીરી કરતી યોજનાઓ છે જેને તમે પસંદ કરી શકો છોરોકાણ માં

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Long Term Plan Growth	₹38.9752 ↓ -0.04	₹13,163	100	-0.3	3.2	4.1	6.8	6.2	7.2
ICICI Prudential MIP 25 Growth	₹78.0239 ↓ -0.18	₹3,329	100	-1.2	3	1.6	7.7	7.3	7.9
ICICI Prudential Nifty Next 50 Index Fund Growth	₹60.6291 ↓ -0.67	₹10,117	100	-4.2	11.4	1.4	15.2	10.2	2.1
ICICI Prudential Banking and Financial Services Fund Growth	₹125.14 ↓ -0.40	₹11,229	100	-5.9	5.5	-6.2	7.9	8	15.9
ICICI Prudential US Bluechip Equity Fund Growth	₹77.39 ↓ -0.52	₹4,071	100	5.3	8.8	14.4	15.5	11.8	15.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Long Term Plan	ICICI Prudential MIP 25	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential US Bluechip Equity Fund
Point 1	Highest AUM (₹13,163 Cr).	Bottom quartile AUM (₹3,329 Cr).	Lower mid AUM (₹10,117 Cr).	Upper mid AUM (₹11,229 Cr).	Bottom quartile AUM (₹4,071 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (22 yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Established history (14+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: High.
Point 5	1Y return: 4.14% (upper mid).	5Y return: 7.27% (bottom quartile).	5Y return: 10.19% (upper mid).	5Y return: 8.01% (lower mid).	5Y return: 11.84% (top quartile).
Point 6	1M return: -0.42% (top quartile).	3Y return: 7.69% (bottom quartile).	3Y return: 15.23% (upper mid).	3Y return: 7.86% (lower mid).	3Y return: 15.46% (top quartile).
Point 7	Sharpe: 0.05 (lower mid).	1Y return: 1.60% (lower mid).	1Y return: 1.35% (bottom quartile).	1Y return: -6.17% (bottom quartile).	1Y return: 14.45% (top quartile).
Point 8	Information ratio: 0.00 (top quartile).	1M return: -1.28% (upper mid).	1M return: -5.41% (bottom quartile).	Alpha: -3.59 (bottom quartile).	Alpha: 7.29 (top quartile).
Point 9	Yield to maturity (debt): 8.03% (upper mid).	Alpha: 0.00 (lower mid).	Alpha: -0.90 (bottom quartile).	Sharpe: -0.30 (bottom quartile).	Sharpe: 1.35 (top quartile).
Point 10	Modified duration: 5.50 yrs (bottom quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: 0.38 (upper mid).	Information ratio: -0.32 (lower mid).	Information ratio: -1.12 (bottom quartile).

ICICI Prudential Long Term Plan

Highest AUM (₹13,163 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 4.14% (upper mid).
1M return: -0.42% (top quartile).
Sharpe: 0.05 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.03% (upper mid).
Modified duration: 5.50 yrs (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,329 Cr).
Oldest track record among peers (22 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 7.27% (bottom quartile).
3Y return: 7.69% (bottom quartile).
1Y return: 1.60% (lower mid).
1M return: -1.28% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.35 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹10,117 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.19% (upper mid).
3Y return: 15.23% (upper mid).
1Y return: 1.35% (bottom quartile).
1M return: -5.41% (bottom quartile).
Alpha: -0.90 (bottom quartile).
Sharpe: 0.38 (upper mid).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹11,229 Cr).
Established history (18+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 8.01% (lower mid).
3Y return: 7.86% (lower mid).
1Y return: -6.17% (bottom quartile).
Alpha: -3.59 (bottom quartile).
Sharpe: -0.30 (bottom quartile).
Information ratio: -0.32 (lower mid).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹4,071 Cr).
Established history (14+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 11.84% (top quartile).
3Y return: 15.46% (top quartile).
1Y return: 14.45% (top quartile).
Alpha: 7.29 (top quartile).
Sharpe: 1.35 (top quartile).
Information ratio: -1.12 (bottom quartile).

રિલાયન્સ મ્યુચ્યુઅલ ફંડ

વર્ષ 1995 માં તેની શરૂઆત થઈ ત્યારથી, રિલાયન્સ મ્યુચ્યુઅલ ફંડ દેશની સૌથી ઝડપથી વિકસતી મ્યુચ્યુઅલ ફંડ કંપનીમાંની એક છે. ફંડ હાઉસ સતત વળતરનો પ્રભાવશાળી ટ્રેક રેકોર્ડ ધરાવે છે. રિલાયન્સ મ્યુચ્યુઅલ ફંડ વિવિધ પ્રકારની યોજનાઓ ઓફર કરે છે જે રોકાણકારોની વિવિધ જરૂરિયાતોને પૂરી કરી શકે છે. રોકાણકારો તેમના રોકાણના ઉદ્દેશ્યો અનુસાર ફંડ પસંદ કરી શકે છે અને તેમના અનુસાર રોકાણ કરી શકે છેજોખમની ભૂખ.

No Funds available.

આદિત્ય બિરલા સન લાઇફ મ્યુચ્યુઅલ ફંડ

બિરલા સન લાઈફ મ્યુચ્યુઅલ ફંડ એવા સોલ્યુશન્સ ઓફર કરે છે જે રોકાણકારોને તેમની નાણાકીય સફળતા હાંસલ કરવામાં મદદ કરી શકે છે. ફંડ હાઉસ કર બચત, વ્યક્તિગત બચત, સંપત્તિ સર્જન વગેરે જેવા વિવિધ રોકાણના ઉદ્દેશ્યોમાં વિશેષતા ધરાવે છે. તેઓ ઇક્વિટી, ડેટ, હાઇબ્રિડ, ELSS જેવી મ્યુચ્યુઅલ ફંડ યોજનાઓનું બંડલ ઓફર કરે છે.લિક્વિડ ફંડ્સ, વગેરે. AMC હંમેશા તેના સાતત્યપૂર્ણ પ્રદર્શન માટે જાણીતું છે. તેથી, રોકાણકારો શ્રેષ્ઠ વળતર મેળવવા માટે તેમના પોર્ટફોલિયોમાં BSL મ્યુચ્યુઅલ ફંડની યોજનાઓ ઉમેરવાનું પસંદ કરી શકે છે.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Small Cap Fund Growth	₹97.3016 ↓ -1.13	₹6,226	1,000	2.3	24.5	16	13.5	12	-3.7
Aditya Birla Sun Life Money Manager Fund Growth	₹400.757 ↑ 0.13	₹30,839	1,000	1.6	3.6	6.4	7.3	6.6	7.4
Aditya Birla Sun Life Savings Fund Growth	₹593.103 ↑ 0.25	₹18,819	1,000	1.5	3.4	6.3	7.2	6.6	7.4
Aditya Birla Sun Life Corporate Bond Fund Growth	₹119.148 ↓ -0.03	₹22,636	100	-0.1	2.9	4.1	6.8	6.1	7.4
Aditya Birla Sun Life Regular Savings Fund Growth	₹69.2918 ↓ -0.14	₹1,502	500	-1	3.3	2.6	7.4	6.9	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Regular Savings Fund
Point 1	Bottom quartile AUM (₹6,226 Cr).	Highest AUM (₹30,839 Cr).	Lower mid AUM (₹18,819 Cr).	Upper mid AUM (₹22,636 Cr).	Bottom quartile AUM (₹1,502 Cr).
Point 2	Established history (19+ yrs).	Established history (20+ yrs).	Established history (23+ yrs).	Oldest track record among peers (29 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 12.04% (top quartile).	1Y return: 6.39% (upper mid).	1Y return: 6.31% (lower mid).	1Y return: 4.09% (bottom quartile).	5Y return: 6.87% (upper mid).
Point 6	3Y return: 13.46% (top quartile).	1M return: 0.51% (top quartile).	1M return: 0.50% (upper mid).	1M return: -0.17% (lower mid).	3Y return: 7.35% (upper mid).
Point 7	1Y return: 16.03% (top quartile).	Sharpe: 0.87 (upper mid).	Sharpe: 1.00 (top quartile).	Sharpe: -0.12 (bottom quartile).	1Y return: 2.60% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	1M return: -1.60% (bottom quartile).
Point 9	Sharpe: 0.84 (lower mid).	Yield to maturity (debt): 7.02% (bottom quartile).	Yield to maturity (debt): 7.42% (lower mid).	Yield to maturity (debt): 7.49% (upper mid).	Alpha: 0.32 (top quartile).
Point 10	Information ratio: 0.00 (upper mid).	Modified duration: 0.48 yrs (lower mid).	Modified duration: 0.47 yrs (upper mid).	Modified duration: 4.35 yrs (bottom quartile).	Sharpe: -0.01 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹6,226 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.04% (top quartile).
3Y return: 13.46% (top quartile).
1Y return: 16.03% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.84 (lower mid).
Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹30,839 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 6.39% (upper mid).
1M return: 0.51% (top quartile).
Sharpe: 0.87 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.02% (bottom quartile).
Modified duration: 0.48 yrs (lower mid).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹18,819 Cr).
Established history (23+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.31% (lower mid).
1M return: 0.50% (upper mid).
Sharpe: 1.00 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.42% (lower mid).
Modified duration: 0.47 yrs (upper mid).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹22,636 Cr).
Oldest track record among peers (29 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 4.09% (bottom quartile).
1M return: -0.17% (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.49% (upper mid).
Modified duration: 4.35 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,502 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 6.87% (upper mid).
3Y return: 7.35% (upper mid).
1Y return: 2.60% (bottom quartile).
1M return: -1.60% (bottom quartile).
Alpha: 0.32 (top quartile).
Sharpe: -0.01 (bottom quartile).

ડીએસપી બ્લેકરોક મ્યુચ્યુઅલ ફંડ

DSPBR એ વિશ્વની સૌથી મોટી લિસ્ટેડ AMC છે. તે રોકાણકારોની વિવિધ રોકાણ જરૂરિયાતોને પૂરી કરવા માટે વિવિધ મ્યુચ્યુઅલ ફંડ યોજનાઓ ઓફર કરે છે. તે રોકાણની શ્રેષ્ઠતામાં બે દાયકાથી વધુનો પ્રદર્શન રેકોર્ડ ધરાવે છે. અહીં કેટલીક શ્રેષ્ઠ પ્રદર્શન કરતી DSPBR મ્યુચ્યુઅલ ફંડ યોજનાઓ છે જે તમે રોકાણ કરતી વખતે ધ્યાનમાં લઈ શકો છો.

No Funds available.

ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડ

ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડ ભારતીય મ્યુચ્યુઅલ ફંડ ઉદ્યોગમાં બે દાયકાથી વધુ સમયથી હાજર છે. વર્ષોથી, કંપનીએ રોકાણકારોમાં અપાર વિશ્વાસ મેળવ્યો છે. ફ્રેન્કલિન ટેમ્પલટન લાંબા ગાળાની વૃદ્ધિ, ટૂંકા ગાળાના જેવા વિવિધ પરિબળો પર ધ્યાન કેન્દ્રિત કરે છેબજાર વધઘટ,રોકડ પ્રવાહ, આવક વગેરે. રોકાણકારો તેમની રોકાણની જરૂરિયાતો અનુસાર ઇક્વિટી, ડેટ, હાઇબ્રિડ, ELSS, લિક્વિડ ફંડ્સ વગેરે જેવા વિકલ્પોમાંથી પસંદગી કરી શકે છે.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin Asian Equity Fund Growth	₹44.6357 ↑ 0.15	₹996	500	-1.7	23.1	32.2	22.9	8.5	23.7
Franklin Build India Fund Growth	₹134.613 ↓ -1.79	₹3,152	500	-9.2	-0.5	-4.4	13	16	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹93.8155 ↓ -0.12	₹5,955	500	0.5	21.7	15.2	23.8	10.4	11.4
Franklin India Smaller Companies Fund Growth	₹172.051 ↓ -1.78	₹14,746	500	-2.6	15.3	3.6	10.8	14.2	-8.4
Franklin India Savings Fund Growth	₹54.3305 ↑ 0.02	₹3,937	500	1.6	3.6	6.4	7.3	6.5	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin Asian Equity Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Savings Fund
Point 1	Bottom quartile AUM (₹996 Cr).	Bottom quartile AUM (₹3,152 Cr).	Upper mid AUM (₹5,955 Cr).	Highest AUM (₹14,746 Cr).	Lower mid AUM (₹3,937 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Oldest track record among peers (24 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 8.49% (bottom quartile).	5Y return: 15.98% (top quartile).	5Y return: 10.45% (lower mid).	5Y return: 14.17% (upper mid).	1Y return: 6.40% (lower mid).
Point 6	3Y return: 22.93% (upper mid).	3Y return: 13.04% (lower mid).	3Y return: 23.75% (top quartile).	3Y return: 10.81% (bottom quartile).	1M return: 0.53% (upper mid).
Point 7	1Y return: 32.21% (top quartile).	1Y return: -4.37% (bottom quartile).	1Y return: 15.20% (upper mid).	1Y return: 3.61% (bottom quartile).	Sharpe: 0.96 (upper mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -3.26 (bottom quartile).	Alpha: -2.91 (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: 1.39 (top quartile).	Sharpe: -0.04 (bottom quartile).	Sharpe: 0.58 (lower mid).	Sharpe: 0.22 (bottom quartile).	Yield to maturity (debt): 6.93% (top quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -1.35 (bottom quartile).	Information ratio: -0.59 (bottom quartile).	Modified duration: 0.37 yrs (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹996 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 8.49% (bottom quartile).
3Y return: 22.93% (upper mid).
1Y return: 32.21% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.39 (top quartile).
Information ratio: 0.00 (top quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,152 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 15.98% (top quartile).
3Y return: 13.04% (lower mid).
1Y return: -4.37% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Upper mid AUM (₹5,955 Cr).
Established history (14+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 10.45% (lower mid).
3Y return: 23.75% (top quartile).
1Y return: 15.20% (upper mid).
Alpha: -3.26 (bottom quartile).
Sharpe: 0.58 (lower mid).
Information ratio: -1.35 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹14,746 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.17% (upper mid).
3Y return: 10.81% (bottom quartile).
1Y return: 3.61% (bottom quartile).
Alpha: -2.91 (bottom quartile).
Sharpe: 0.22 (bottom quartile).
Information ratio: -0.59 (bottom quartile).

Franklin India Savings Fund

Lower mid AUM (₹3,937 Cr).
Oldest track record among peers (24 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.40% (lower mid).
1M return: 0.53% (upper mid).
Sharpe: 0.96 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.93% (top quartile).
Modified duration: 0.37 yrs (bottom quartile).

મ્યુચ્યુઅલ ફંડ બોક્સ

વર્ષ 1998 માં તેની શરૂઆત થઈ ત્યારથી, કોટક મ્યુચ્યુઅલ ફંડ ભારતમાં જાણીતી AMC માંની એક બની ગયું છે. કંપની રોકાણકારોની વિવિધ જરૂરિયાતોને પૂરી કરવા માટે વિવિધ મ્યુચ્યુઅલ ફંડ યોજનાઓ ઓફર કરે છે. મ્યુચ્યુઅલ ફંડની કેટલીક શ્રેણીઓમાં ઇક્વિટી, ડેટ, હાઇબ્રિડ, લિક્વિડ, ELSS વગેરેનો સમાવેશ થાય છે. રોકાણકારો તેમના રોકાણની યોજના બનાવી શકે છે અને કોટક મ્યુચ્યુઅલ ફંડ દ્વારા આ ટોચની કામગીરી કરતી યોજનાઓનો સંદર્ભ લઈ શકે છે.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Kotak Equity Opportunities Fund Growth	₹331.876 ↓ -2.72	₹32,325	1,000	-5	4.3	-2.5	10.5	11.4	5.6
Kotak Standard Multicap Fund Growth	₹80.496 ↓ -0.81	₹56,392	500	-5.8	2.8	-4.6	9.2	8.8	9.5
Kotak Money Market Scheme Growth	₹4,861.89 ↑ 1.88	₹29,764	1,000	1.5	3.5	6.4	7.2	6.6	7.4
Kotak Equity Arbitrage Fund Growth	₹40.2796 ↑ 0.01	₹75,712	500	1.4	3	6.1	6.8	6.3	6.4
Kotak Asset Allocator Fund - FOF Growth	₹252.565 ↑ 0.67	₹2,645	1,000	-0.2	6.8	5.6	13.7	13.5	15.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Equity Opportunities Fund	Kotak Standard Multicap Fund	Kotak Money Market Scheme	Kotak Equity Arbitrage Fund	Kotak Asset Allocator Fund - FOF
Point 1	Lower mid AUM (₹32,325 Cr).	Upper mid AUM (₹56,392 Cr).	Bottom quartile AUM (₹29,764 Cr).	Highest AUM (₹75,712 Cr).	Bottom quartile AUM (₹2,645 Cr).
Point 2	Established history (22+ yrs).	Established history (17+ yrs).	Oldest track record among peers (23 yrs).	Established history (21+ yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 11.36% (upper mid).	5Y return: 8.81% (lower mid).	1Y return: 6.37% (top quartile).	5Y return: 6.31% (bottom quartile).	5Y return: 13.51% (top quartile).
Point 6	3Y return: 10.54% (upper mid).	3Y return: 9.17% (lower mid).	1M return: 0.50% (top quartile).	3Y return: 6.83% (bottom quartile).	3Y return: 13.72% (top quartile).
Point 7	1Y return: -2.50% (bottom quartile).	1Y return: -4.57% (bottom quartile).	Sharpe: 0.92 (top quartile).	1Y return: 6.10% (upper mid).	1Y return: 5.61% (lower mid).
Point 8	Alpha: -0.43 (bottom quartile).	Alpha: -0.77 (bottom quartile).	Information ratio: 0.00 (top quartile).	1M return: 0.19% (upper mid).	1M return: -3.39% (lower mid).
Point 9	Sharpe: 0.18 (bottom quartile).	Sharpe: 0.02 (bottom quartile).	Yield to maturity (debt): 6.92% (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).
Point 10	Information ratio: -0.08 (bottom quartile).	Information ratio: -0.03 (bottom quartile).	Modified duration: 0.46 yrs (bottom quartile).	Sharpe: 0.69 (upper mid).	Sharpe: 0.55 (lower mid).

Kotak Equity Opportunities Fund

Lower mid AUM (₹32,325 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.36% (upper mid).
3Y return: 10.54% (upper mid).
1Y return: -2.50% (bottom quartile).
Alpha: -0.43 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -0.08 (bottom quartile).

Kotak Standard Multicap Fund

Upper mid AUM (₹56,392 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.81% (lower mid).
3Y return: 9.17% (lower mid).
1Y return: -4.57% (bottom quartile).
Alpha: -0.77 (bottom quartile).
Sharpe: 0.02 (bottom quartile).
Information ratio: -0.03 (bottom quartile).

Kotak Money Market Scheme

Bottom quartile AUM (₹29,764 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 6.37% (top quartile).
1M return: 0.50% (top quartile).
Sharpe: 0.92 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.92% (upper mid).
Modified duration: 0.46 yrs (bottom quartile).

Kotak Equity Arbitrage Fund

Highest AUM (₹75,712 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
5Y return: 6.31% (bottom quartile).
3Y return: 6.83% (bottom quartile).
1Y return: 6.10% (upper mid).
1M return: 0.19% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.69 (upper mid).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,645 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.51% (top quartile).
3Y return: 13.72% (top quartile).
1Y return: 5.61% (lower mid).
1M return: -3.39% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.55 (lower mid).

IDFC મ્યુચ્યુઅલ ફંડ

IDFC મ્યુચ્યુઅલ ફંડ વર્ષ 1997 માં અસ્તિત્વમાં આવ્યું હતું. તેની શરૂઆતથી, પેઢીએ ભારતીય રોકાણકારોમાં લોકપ્રિયતા મેળવી છે. રોકાણકારોની વિવિધ રોકાણ જરૂરિયાતોને પૂરી કરવા માટે, કંપની વિવિધ પ્રકારની મ્યુચ્યુઅલ ફંડ યોજનાઓ ઓફર કરે છે. રોકાણકારો રોકાણ કરી શકે છેઇક્વિટી ફંડ્સ,ડેટ ફંડ,હાઇબ્રિડ ફંડ, લિક્વિડ ફંડ્સ વગેરે, તેમના રોકાણના ઉદ્દેશ્ય અને જોખમની ભૂખ મુજબ. IDFC મ્યુચ્યુઅલ ફંડ દ્વારા ઓફર કરવામાં આવતી કેટલીક શ્રેષ્ઠ યોજનાઓ નીચે મુજબ છે.

No Funds available.

ટાટા મ્યુચ્યુઅલ ફંડ

ટાટા મ્યુચ્યુઅલ ફંડ ભારતમાં બે દાયકા કરતાં વધુ સમયથી કાર્યરત છે. ટાટા મ્યુચ્યુઅલ ફંડ એ ભારતના જાણીતા ફંડ હાઉસ પૈકીનું એક છે. ફંડ હાઉસ તેના સાતત્યપૂર્ણ પ્રદર્શન શ્રેષ્ઠ સેવા સાથે લાખો ગ્રાહકોનો વિશ્વાસ જીતવામાં સફળ રહ્યું છે. ટાટા મ્યુચ્યુઅલ ફંડ ઇક્વિટી, ડેટ, હાઇબ્રિડ, લિક્વિડ અને ELSS જેવી વિવિધ શ્રેણીઓ ઓફર કરે છે, રોકાણકારો તેમની રોકાણની જરૂરિયાતો અને ઉદ્દેશ્યો અનુસાર રોકાણ કરી શકે છે.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Tata Retirement Savings Fund-Moderate Growth	₹64.3994 ↓ -0.72	₹2,251	150	-4	10	1.5	9.3	8.1	1
Tata Retirement Savings Fund - Progressive Growth	₹64.6999 ↓ -0.87	₹2,255	150	-4.8	11.2	1.3	9.7	8	-1.2
Tata India Tax Savings Fund Growth	₹44.3688 ↓ -0.45	₹4,747	500	-4.2	7.3	0.9	10	10	4.9
Tata Equity PE Fund Growth	₹335.385 ↓ -3.72	₹8,656	150	-2.9	3.7	-3.1	10.5	11.4	3.7
Tata Liquid Fund Growth	₹4,438.18 ↑ 1.46	₹32,370	500	1.5	3.3	6.4	6.8	6.3	6.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata India Tax Savings Fund	Tata Equity PE Fund	Tata Liquid Fund
Point 1	Bottom quartile AUM (₹2,251 Cr).	Bottom quartile AUM (₹2,255 Cr).	Lower mid AUM (₹4,747 Cr).	Upper mid AUM (₹8,656 Cr).	Highest AUM (₹32,370 Cr).
Point 2	Established history (14+ yrs).	Established history (14+ yrs).	Established history (11+ yrs).	Oldest track record among peers (22 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Low.
Point 5	5Y return: 8.08% (lower mid).	5Y return: 8.01% (bottom quartile).	5Y return: 9.99% (upper mid).	5Y return: 11.36% (top quartile).	1Y return: 6.37% (top quartile).
Point 6	3Y return: 9.32% (bottom quartile).	3Y return: 9.70% (lower mid).	3Y return: 9.98% (upper mid).	3Y return: 10.46% (top quartile).	1M return: 0.48% (top quartile).
Point 7	1Y return: 1.55% (upper mid).	1Y return: 1.31% (lower mid).	1Y return: 0.86% (bottom quartile).	1Y return: -3.12% (bottom quartile).	Sharpe: 2.98 (top quartile).
Point 8	1M return: -6.34% (lower mid).	1M return: -7.25% (bottom quartile).	Alpha: 6.01 (top quartile).	Alpha: 1.44 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Alpha: 0.00 (bottom quartile).	Alpha: 5.12 (upper mid).	Sharpe: 0.40 (upper mid).	Sharpe: 0.16 (bottom quartile).	Yield to maturity (debt): 6.41% (top quartile).
Point 10	Sharpe: 0.33 (bottom quartile).	Sharpe: 0.34 (lower mid).	Information ratio: 0.18 (upper mid).	Information ratio: 0.31 (top quartile).	Modified duration: 0.12 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,251 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.08% (lower mid).
3Y return: 9.32% (bottom quartile).
1Y return: 1.55% (upper mid).
1M return: -6.34% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.33 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,255 Cr).
Established history (14+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.01% (bottom quartile).
3Y return: 9.70% (lower mid).
1Y return: 1.31% (lower mid).
1M return: -7.25% (bottom quartile).
Alpha: 5.12 (upper mid).
Sharpe: 0.34 (lower mid).

Tata India Tax Savings Fund

Lower mid AUM (₹4,747 Cr).
Established history (11+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.99% (upper mid).
3Y return: 9.98% (upper mid).
1Y return: 0.86% (bottom quartile).
Alpha: 6.01 (top quartile).
Sharpe: 0.40 (upper mid).
Information ratio: 0.18 (upper mid).

Tata Equity PE Fund

Upper mid AUM (₹8,656 Cr).
Oldest track record among peers (22 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.36% (top quartile).
3Y return: 10.46% (top quartile).
1Y return: -3.12% (bottom quartile).
Alpha: 1.44 (lower mid).
Sharpe: 0.16 (bottom quartile).
Information ratio: 0.31 (top quartile).

Tata Liquid Fund

Highest AUM (₹32,370 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 6.37% (top quartile).
1M return: 0.48% (top quartile).
Sharpe: 2.98 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.41% (top quartile).
Modified duration: 0.12 yrs (bottom quartile).

ઇન્વેસ્કો મ્યુચ્યુઅલ ફંડ

ઇન્વેસ્કો મ્યુચ્યુઅલ ફંડની સ્થાપના વર્ષ 2006માં કરવામાં આવી હતી અને ત્યારથી તે રોકાણકારોને નફાકારક વળતર આપી રહ્યું છે. ફંડ હાઉસ દ્વારા ઓફર કરવામાં આવતી વિવિધ યોજનાઓમાં રોકાણ કરીને રોકાણકારો તેમના વિવિધ રોકાણ લક્ષ્યો હાંસલ કરી શકે છે. ઇન્વેસ્કો મ્યુચ્યુઅલ ફંડનો ઉદ્દેશ્યમાં ઉત્તમ વૃદ્ધિ પ્રદાન કરવાનો છેપાટનગર રોકાણકારો દ્વારા રોકાણ.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Growth Opportunities Fund Growth	₹104.73 ↓ -0.81	₹12,387	100	-4.1	18.2	4.8	19.8	14.9	4.7
Invesco India Liquid Fund Growth	₹3,875.19 ↑ 1.43	₹20,748	500	1.5	3.4	6.4	6.9	6.3	6.5
Invesco India Financial Services Fund Growth	₹137.39 ↓ -0.99	₹1,896	100	-7.8	5.8	1.4	14.1	11.5	15.1
Invesco India Contra Fund Growth	₹127.54 ↓ -1.12	₹20,644	500	-3.6	7.4	-4.4	11.5	10.8	3.1
Invesco India Gold Fund Growth	₹41.0476 ↓ -0.28	₹511	500	5.5	-1.8	23.7	34.2	24.2	69.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Invesco India Liquid Fund	Invesco India Financial Services Fund	Invesco India Contra Fund	Invesco India Gold Fund
Point 1	Lower mid AUM (₹12,387 Cr).	Highest AUM (₹20,748 Cr).	Bottom quartile AUM (₹1,896 Cr).	Upper mid AUM (₹20,644 Cr).	Bottom quartile AUM (₹511 Cr).
Point 2	Oldest track record among peers (19 yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (14+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Low.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.91% (upper mid).	1Y return: 6.43% (upper mid).	5Y return: 11.50% (lower mid).	5Y return: 10.79% (bottom quartile).	5Y return: 24.16% (top quartile).
Point 6	3Y return: 19.81% (upper mid).	1M return: 0.50% (top quartile).	3Y return: 14.11% (lower mid).	3Y return: 11.53% (bottom quartile).	3Y return: 34.24% (top quartile).
Point 7	1Y return: 4.75% (lower mid).	Sharpe: 2.85 (top quartile).	1Y return: 1.39% (bottom quartile).	1Y return: -4.39% (bottom quartile).	1Y return: 23.74% (top quartile).
Point 8	Alpha: 4.86 (upper mid).	Information ratio: 0.00 (bottom quartile).	Alpha: 8.61 (top quartile).	Alpha: -0.09 (bottom quartile).	1M return: -2.85% (upper mid).
Point 9	Sharpe: 0.41 (bottom quartile).	Yield to maturity (debt): 6.32% (top quartile).	Sharpe: 0.47 (lower mid).	Sharpe: 0.03 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Information ratio: 1.22 (top quartile).	Modified duration: 0.12 yrs (bottom quartile).	Information ratio: 0.95 (upper mid).	Information ratio: 0.88 (lower mid).	Sharpe: 1.38 (upper mid).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹12,387 Cr).
Oldest track record among peers (19 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.91% (upper mid).
3Y return: 19.81% (upper mid).
1Y return: 4.75% (lower mid).
Alpha: 4.86 (upper mid).
Sharpe: 0.41 (bottom quartile).
Information ratio: 1.22 (top quartile).

Invesco India Liquid Fund

Highest AUM (₹20,748 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.43% (upper mid).
1M return: 0.50% (top quartile).
Sharpe: 2.85 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.32% (top quartile).
Modified duration: 0.12 yrs (bottom quartile).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,896 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 11.50% (lower mid).
3Y return: 14.11% (lower mid).
1Y return: 1.39% (bottom quartile).
Alpha: 8.61 (top quartile).
Sharpe: 0.47 (lower mid).
Information ratio: 0.95 (upper mid).

Invesco India Contra Fund

Upper mid AUM (₹20,644 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.79% (bottom quartile).
3Y return: 11.53% (bottom quartile).
1Y return: -4.39% (bottom quartile).
Alpha: -0.09 (bottom quartile).
Sharpe: 0.03 (bottom quartile).
Information ratio: 0.88 (lower mid).

Invesco India Gold Fund

Bottom quartile AUM (₹511 Cr).
Established history (14+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.16% (top quartile).
3Y return: 34.24% (top quartile).
1Y return: 23.74% (top quartile).
1M return: -2.85% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.38 (upper mid).

મુખ્ય મ્યુચ્યુઅલ ફંડ

પ્રિન્સિપલ મ્યુચ્યુઅલ ફંડ રિટેલ અને સંસ્થાકીય રોકાણકારો બંને માટે નવીન નાણાકીય ઉકેલોની વિવિધ શ્રેણી ઓફર કરે છે. ફંડ હાઉસ ગ્રાહકની વિવિધ જરૂરિયાતોને સંતોષવા માટે સતત નવીન યોજનાઓ લાવવાનું લક્ષ્ય રાખે છે. પ્રિન્સિપલ મ્યુચ્યુઅલ ફંડ તેના રોકાણના નિર્ણયોને સમર્થન આપવા માટે સખત જોખમ-વ્યવસ્થાપન નીતિ અને યોગ્ય સંશોધન તકનીકોનો ઉપયોગ કરે છે.

No Funds available.

સુંદરમ મ્યુચ્યુઅલ ફંડ

સુંદરમ મ્યુચ્યુઅલ ફંડ એ ભારતની જાણીતી AMCs પૈકીની એક છે. AMC દ્વારા રોકાણકારોના ઇચ્છિત ધ્યેયો હાંસલ કરવામાં મદદ મળે છેઓફર કરે છે તે વિવિધ મ્યુચ્યુઅલ ફંડ યોજનાઓ. રોકાણકારો ઇક્વિટી, ડેટ, હાઇબ્રિડ, ELSS, લિક્વિડ ફંડ્સ વગેરે જેવી યોજનાઓમાંથી ફંડ પસંદ કરી શકે છે. સુંદરમ મ્યુચ્યુઅલ ફંડ દ્વારા ઓફર કરવામાં આવતી કેટલીક શ્રેષ્ઠ કામગીરીવાળી યોજનાઓ નીચે મુજબ છે.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Sundaram Rural and Consumption Fund Growth	₹88.9939 ↓ -1.70	₹1,516	100	-2.7	7.6	-9.5	6.6	8.9	-0.1
Sundaram Mid Cap Fund Growth	₹1,400.3 ↓ -14.58	₹14,863	100	-4.6	8.1	1.9	15.2	14.7	4.1
Sundaram Diversified Equity Fund Growth	₹199.844 ↓ -1.86	₹1,284	250	-5.5	0.8	-8.6	4.9	6.4	7.1
Sundaram Corporate Bond Fund Growth	₹42.5472 ↓ -0.01	₹617	250	0.5	2.8	4.3	6.8	5.8	7.5
Sundaram Large and Mid Cap Fund Growth	₹88.0185 ↓ -1.26	₹7,544	100	-1.7	13.1	3.5	11.8	10.2	3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Rural and Consumption Fund	Sundaram Mid Cap Fund	Sundaram Diversified Equity Fund	Sundaram Corporate Bond Fund	Sundaram Large and Mid Cap Fund
Point 1	Lower mid AUM (₹1,516 Cr).	Highest AUM (₹14,863 Cr).	Bottom quartile AUM (₹1,284 Cr).	Bottom quartile AUM (₹617 Cr).	Upper mid AUM (₹7,544 Cr).
Point 2	Established history (20+ yrs).	Established history (24+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 8.89% (lower mid).	5Y return: 14.75% (top quartile).	5Y return: 6.39% (bottom quartile).	1Y return: 4.27% (top quartile).	5Y return: 10.17% (upper mid).
Point 6	3Y return: 6.55% (bottom quartile).	3Y return: 15.17% (top quartile).	3Y return: 4.89% (bottom quartile).	1M return: 0.12% (top quartile).	3Y return: 11.75% (upper mid).
Point 7	1Y return: -9.54% (bottom quartile).	1Y return: 1.85% (lower mid).	1Y return: -8.60% (bottom quartile).	Sharpe: -0.32 (bottom quartile).	1Y return: 3.50% (upper mid).
Point 8	Alpha: 0.08 (upper mid).	Alpha: -1.08 (bottom quartile).	Alpha: -8.34 (bottom quartile).	Information ratio: 0.00 (lower mid).	Alpha: 6.31 (top quartile).
Point 9	Sharpe: -0.27 (lower mid).	Sharpe: 0.43 (upper mid).	Sharpe: -0.41 (bottom quartile).	Yield to maturity (debt): 7.26% (top quartile).	Sharpe: 0.55 (top quartile).
Point 10	Information ratio: -0.71 (bottom quartile).	Information ratio: 0.50 (top quartile).	Information ratio: -1.46 (bottom quartile).	Modified duration: 2.40 yrs (bottom quartile).	Information ratio: 0.30 (upper mid).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,516 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.89% (lower mid).
3Y return: 6.55% (bottom quartile).
1Y return: -9.54% (bottom quartile).
Alpha: 0.08 (upper mid).
Sharpe: -0.27 (lower mid).
Information ratio: -0.71 (bottom quartile).

Sundaram Mid Cap Fund

Highest AUM (₹14,863 Cr).
Established history (24+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.75% (top quartile).
3Y return: 15.17% (top quartile).
1Y return: 1.85% (lower mid).
Alpha: -1.08 (bottom quartile).
Sharpe: 0.43 (upper mid).
Information ratio: 0.50 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,284 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 6.39% (bottom quartile).
3Y return: 4.89% (bottom quartile).
1Y return: -8.60% (bottom quartile).
Alpha: -8.34 (bottom quartile).
Sharpe: -0.41 (bottom quartile).
Information ratio: -1.46 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹617 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 4.27% (top quartile).
1M return: 0.12% (top quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.26% (top quartile).
Modified duration: 2.40 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹7,544 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.17% (upper mid).
3Y return: 11.75% (upper mid).
1Y return: 3.50% (upper mid).
Alpha: 6.31 (top quartile).
Sharpe: 0.55 (top quartile).
Information ratio: 0.30 (upper mid).

એલ એન્ડ ટી મ્યુચ્યુઅલ ફંડ

L&T મ્યુચ્યુઅલ ફંડ રોકાણ અને જોખમ વ્યવસ્થાપન માટે શિસ્તબદ્ધ અભિગમને અનુસરે છે. કંપની બહેતર લાંબા ગાળાના જોખમ-વ્યવસ્થિત પ્રદર્શન પર ભાર મૂકે છે. AMC ની શરૂઆત વર્ષ 1997 માં કરવામાં આવી હતી અને ત્યારથી તેણે તેના રોકાણકારોમાં પુષ્કળ વિશ્વાસ મેળવ્યો છે. રોકાણકારો ઇક્વિટી, ડેટ, હાઇબ્રિડ ફંડ્સ વગેરે જેવા વિકલ્પોના યજમાનમાંથી સ્કીમ પસંદ કરી શકે છે. શ્રેષ્ઠ પ્રદર્શન કરતી કેટલીક યોજનાઓ છે:

No Funds available.

UTI મ્યુચ્યુઅલ ફંડ

UTI મ્યુચ્યુઅલ ફંડનો ઉદ્દેશ્ય રોકાણકારોના ઇચ્છિત રોકાણ લક્ષ્યોને પૂર્ણ કરવાનો છે. તે રોકાણકારોને તેમના ભવિષ્ય માટે લાંબા ગાળાની સંપત્તિ બનાવવામાં મદદ કરે છે. ફંડ હાઉસ વિવિધ પ્રકારની મ્યુચ્યુઅલ ફંડ યોજનાઓ ઓફર કરે છે જેમ કે ઇક્વિટી, ડેટ, હાઇબ્રિડ, વગેરે, રોકાણકારો તેમની જરૂરિયાતો અનુસાર યોજનાઓ પસંદ કરી શકે છે અને રોકાણ કરી શકે છે.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
UTI Banking & PSU Debt Fund Growth	₹23.6075 ↑ 0.01	₹1,486	500	1.5	3.5	5.8	7.2	7.5	7.8
UTI Money Market Fund Growth	₹3,341.27 ↑ 1.15	₹19,468	500	1.6	3.6	6.4	7.3	6.7	7.5
UTI Treasury Advantage Fund Growth	₹3,828.49 ↑ 0.55	₹2,397	500	1.3	3.3	6	7.1	6.5	7.5
UTI Ultra Short Term Fund Growth	₹4,561 ↑ 1.53	₹3,536	500	1.5	3.3	6	6.7	6	6.6
UTI Short Term Income Fund Growth	₹33.6947 ↓ -0.01	₹2,030	500	0.5	2.9	4.6	6.8	6	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	UTI Banking & PSU Debt Fund	UTI Money Market Fund	UTI Treasury Advantage Fund	UTI Ultra Short Term Fund	UTI Short Term Income Fund
Point 1	Bottom quartile AUM (₹1,486 Cr).	Highest AUM (₹19,468 Cr).	Lower mid AUM (₹2,397 Cr).	Upper mid AUM (₹3,536 Cr).	Bottom quartile AUM (₹2,030 Cr).
Point 2	Established history (12+ yrs).	Established history (17+ yrs).	Established history (19+ yrs).	Oldest track record among peers (23 yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.
Point 5	1Y return: 5.79% (bottom quartile).	1Y return: 6.42% (top quartile).	1Y return: 6.04% (upper mid).	1Y return: 5.98% (lower mid).	1Y return: 4.56% (bottom quartile).
Point 6	1M return: 0.48% (upper mid).	1M return: 0.52% (top quartile).	1M return: 0.43% (bottom quartile).	1M return: 0.48% (lower mid).	1M return: 0.08% (bottom quartile).
Point 7	Sharpe: 0.31 (bottom quartile).	Sharpe: 0.97 (top quartile).	Sharpe: 0.63 (upper mid).	Sharpe: 0.61 (lower mid).	Sharpe: -0.23 (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): 6.98% (bottom quartile).	Yield to maturity (debt): 6.92% (bottom quartile).	Yield to maturity (debt): 7.25% (upper mid).	Yield to maturity (debt): 7.13% (lower mid).	Yield to maturity (debt): 7.50% (top quartile).
Point 10	Modified duration: 0.59 yrs (lower mid).	Modified duration: 0.46 yrs (upper mid).	Modified duration: 0.74 yrs (bottom quartile).	Modified duration: 0.44 yrs (top quartile).	Modified duration: 2.25 yrs (bottom quartile).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹1,486 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 5.79% (bottom quartile).
1M return: 0.48% (upper mid).
Sharpe: 0.31 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.98% (bottom quartile).
Modified duration: 0.59 yrs (lower mid).

UTI Money Market Fund

Highest AUM (₹19,468 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.42% (top quartile).
1M return: 0.52% (top quartile).
Sharpe: 0.97 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.92% (bottom quartile).
Modified duration: 0.46 yrs (upper mid).

UTI Treasury Advantage Fund

Lower mid AUM (₹2,397 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.04% (upper mid).
1M return: 0.43% (bottom quartile).
Sharpe: 0.63 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.25% (upper mid).
Modified duration: 0.74 yrs (bottom quartile).

UTI Ultra Short Term Fund

Upper mid AUM (₹3,536 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 5.98% (lower mid).
1M return: 0.48% (lower mid).
Sharpe: 0.61 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.13% (lower mid).
Modified duration: 0.44 yrs (top quartile).

UTI Short Term Income Fund

Bottom quartile AUM (₹2,030 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 4.56% (bottom quartile).
1M return: 0.08% (bottom quartile).
Sharpe: -0.23 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.50% (top quartile).
Modified duration: 2.25 yrs (bottom quartile).

Disclaimer:
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.