ભારતમાં ટોચના 15 મ્યુચ્યુઅલ ફંડ ગૃહો

Updated on December 31, 2025 , 43242 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.

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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 Debt Hybrid Fund Growth	₹74.5298 ↑ 0.11	₹9,879	500	1.8	2.3	6.7	10	9.6	6.7
SBI Small Cap Fund Growth	₹169.386 ↑ 0.81	₹36,272	500	-0.5	-2.8	-5.9	14	18.6	-4.9
SBI Multi Asset Allocation Fund Growth	₹65.7702 ↑ 0.32	₹12,466	500	7.4	10	18.2	18.4	14.8	18.6
SBI Magnum COMMA Fund Growth	₹111.833 ↑ 1.26	₹830	500	6.6	5.7	12.3	18	18.6	12.3
SBI Equity Hybrid Fund Growth	₹312.853 ↑ 1.56	₹82,958	500	3.8	2	11.9	14.5	13.7	12.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Multi Asset Allocation Fund	SBI Magnum COMMA Fund	SBI Equity Hybrid Fund
Point 1	Bottom quartile AUM (₹9,879 Cr).	Upper mid AUM (₹36,272 Cr).	Lower mid AUM (₹12,466 Cr).	Bottom quartile AUM (₹830 Cr).	Highest AUM (₹82,958 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).	Established history (20+ 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: Moderate.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.	Risk profile: Moderately High.
Point 5	5Y return: 9.62% (bottom quartile).	5Y return: 18.60% (upper mid).	5Y return: 14.80% (lower mid).	5Y return: 18.60% (top quartile).	5Y return: 13.66% (bottom quartile).
Point 6	3Y return: 9.98% (bottom quartile).	3Y return: 13.96% (bottom quartile).	3Y return: 18.44% (top quartile).	3Y return: 18.02% (upper mid).	3Y return: 14.50% (lower mid).
Point 7	1Y return: 6.65% (bottom quartile).	1Y return: -5.86% (bottom quartile).	1Y return: 18.25% (top quartile).	1Y return: 12.32% (upper mid).	1Y return: 11.88% (lower mid).
Point 8	1M return: 0.00% (bottom quartile).	Alpha: 0.00 (lower mid).	1M return: 2.41% (upper mid).	Alpha: -3.46 (bottom quartile).	1M return: 0.52% (lower mid).
Point 9	Alpha: 0.00 (upper mid).	Sharpe: -0.54 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: 0.00 (bottom quartile).	Alpha: 4.12 (top quartile).
Point 10	Sharpe: 0.24 (lower mid).	Information ratio: 0.00 (lower mid).	Sharpe: 1.17 (top quartile).	Information ratio: -0.09 (bottom quartile).	Sharpe: 0.61 (upper mid).

SBI Debt Hybrid Fund

Bottom quartile AUM (₹9,879 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 9.62% (bottom quartile).
3Y return: 9.98% (bottom quartile).
1Y return: 6.65% (bottom quartile).
1M return: 0.00% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.24 (lower mid).

SBI Small Cap Fund

Upper mid AUM (₹36,272 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.60% (upper mid).
3Y return: 13.96% (bottom quartile).
1Y return: -5.86% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.54 (bottom quartile).
Information ratio: 0.00 (lower mid).

SBI Multi Asset Allocation Fund

Lower mid AUM (₹12,466 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
5Y return: 14.80% (lower mid).
3Y return: 18.44% (top quartile).
1Y return: 18.25% (top quartile).
1M return: 2.41% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.17 (top quartile).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹830 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 18.60% (top quartile).
3Y return: 18.02% (upper mid).
1Y return: 12.32% (upper mid).
Alpha: -3.46 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: -0.09 (bottom quartile).

SBI Equity Hybrid Fund

Highest AUM (₹82,958 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.66% (bottom quartile).
3Y return: 14.50% (lower mid).
1Y return: 11.88% (lower mid).
1M return: 0.52% (lower mid).
Alpha: 4.12 (top quartile).
Sharpe: 0.61 (upper mid).

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	₹23.6584 ↓ 0.00	₹5,835	300	1.4	2.3	7.5	7.4	5.8	7.5
HDFC Corporate Bond Fund Growth	₹33.4303 ↓ -0.01	₹36,382	300	1.3	2.2	7.3	7.7	6	7.3
HDFC Credit Risk Debt Fund Growth	₹24.8717 ↑ 0.00	₹7,013	300	1.5	3.1	7.9	7.6	6.7	8
HDFC Equity Savings Fund Growth	₹68.1 ↑ 0.19	₹5,904	300	2.6	3.1	6.5	10.3	10.7	6.8
HDFC Hybrid Debt Fund Growth	₹83.7412 ↑ 0.15	₹3,373	300	1.8	1.6	5.4	9.9	9.8	5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 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 Equity Savings Fund	HDFC Hybrid Debt Fund
Point 1	Bottom quartile AUM (₹5,835 Cr).	Highest AUM (₹36,382 Cr).	Upper mid AUM (₹7,013 Cr).	Lower mid AUM (₹5,904 Cr).	Bottom quartile AUM (₹3,373 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Established history (21+ yrs).	Oldest track record among peers (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: 7.45% (upper mid).	1Y return: 7.35% (lower mid).	1Y return: 7.90% (top quartile).	5Y return: 10.71% (top quartile).	5Y return: 9.82% (upper mid).
Point 6	1M return: 0.11% (bottom quartile).	1M return: 0.14% (bottom quartile).	1M return: 0.29% (lower mid).	3Y return: 10.28% (top quartile).	3Y return: 9.94% (upper mid).
Point 7	Sharpe: 1.00 (upper mid).	Sharpe: 0.84 (lower mid).	Sharpe: 1.61 (top quartile).	1Y return: 6.47% (bottom quartile).	1Y return: 5.42% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: 0.75% (top quartile).	1M return: 0.42% (upper mid).
Point 9	Yield to maturity (debt): 6.81% (bottom quartile).	Yield to maturity (debt): 6.97% (lower mid).	Yield to maturity (debt): 8.01% (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 3.19 yrs (lower mid).	Modified duration: 4.37 yrs (bottom quartile).	Modified duration: 2.43 yrs (top quartile).	Sharpe: 0.03 (bottom quartile).	Sharpe: -0.14 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,835 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.45% (upper mid).
1M return: 0.11% (bottom quartile).
Sharpe: 1.00 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.81% (bottom quartile).
Modified duration: 3.19 yrs (lower mid).

HDFC Corporate Bond Fund

Highest AUM (₹36,382 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.35% (lower mid).
1M return: 0.14% (bottom quartile).
Sharpe: 0.84 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.97% (lower mid).
Modified duration: 4.37 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

Upper mid AUM (₹7,013 Cr).
Established history (11+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 7.90% (top quartile).
1M return: 0.29% (lower mid).
Sharpe: 1.61 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.01% (top quartile).
Modified duration: 2.43 yrs (top quartile).

HDFC Equity Savings Fund

Lower mid AUM (₹5,904 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.71% (top quartile).
3Y return: 10.28% (top quartile).
1Y return: 6.47% (bottom quartile).
1M return: 0.75% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.03 (bottom quartile).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,373 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.82% (upper mid).
3Y return: 9.94% (upper mid).
1Y return: 5.42% (bottom quartile).
1M return: 0.42% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.14 (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 Banking and Financial Services Fund Growth	₹139.95 ↑ 1.01	₹11,085	100	4.9	3	15	15.2	16.1	15.9
ICICI Prudential MIP 25 Growth	₹78.0979 ↑ 0.19	₹3,370	100	1.7	3.1	7.7	10.2	9.2	7.9
ICICI Prudential Long Term Plan Growth	₹37.9027 ↑ 0.02	₹14,944	100	1.3	2.2	7.3	7.7	6.4	7.2
ICICI Prudential Nifty Next 50 Index Fund Growth	₹61.8238 ↑ 0.65	₹8,151	100	3.4	2.5	2	18.5	16.4	2.1
ICICI Prudential US Bluechip Equity Fund Growth	₹72.24 ↓ -0.52	₹3,470	100	6.8	15.2	15.8	18.6	13.7	15.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential MIP 25	ICICI Prudential Long Term Plan	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential US Bluechip Equity Fund
Point 1	Upper mid AUM (₹11,085 Cr).	Bottom quartile AUM (₹3,370 Cr).	Highest AUM (₹14,944 Cr).	Lower mid AUM (₹8,151 Cr).	Bottom quartile AUM (₹3,470 Cr).
Point 2	Established history (17+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (15+ yrs).	Established history (13+ 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: High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 16.11% (upper mid).	5Y return: 9.16% (bottom quartile).	1Y return: 7.33% (bottom quartile).	5Y return: 16.45% (top quartile).	5Y return: 13.70% (lower mid).
Point 6	3Y return: 15.21% (lower mid).	3Y return: 10.24% (bottom quartile).	1M return: 0.57% (bottom quartile).	3Y return: 18.47% (upper mid).	3Y return: 18.65% (top quartile).
Point 7	1Y return: 14.96% (upper mid).	1Y return: 7.75% (lower mid).	Sharpe: 0.53 (lower mid).	1Y return: 1.97% (bottom quartile).	1Y return: 15.81% (top quartile).
Point 8	Alpha: -0.89 (lower mid).	1M return: 0.28% (bottom quartile).	Information ratio: 0.00 (lower mid).	1M return: 1.77% (top quartile).	Alpha: -7.61 (bottom quartile).
Point 9	Sharpe: 0.74 (top quartile).	Alpha: 0.00 (top quartile).	Yield to maturity (debt): 7.53% (top quartile).	Alpha: -1.01 (bottom quartile).	Sharpe: 0.32 (bottom quartile).
Point 10	Information ratio: 0.23 (top quartile).	Sharpe: 0.61 (upper mid).	Modified duration: 4.75 yrs (bottom quartile).	Sharpe: -0.35 (bottom quartile).	Information ratio: -1.09 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹11,085 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.11% (upper mid).
3Y return: 15.21% (lower mid).
1Y return: 14.96% (upper mid).
Alpha: -0.89 (lower mid).
Sharpe: 0.74 (top quartile).
Information ratio: 0.23 (top quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,370 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.16% (bottom quartile).
3Y return: 10.24% (bottom quartile).
1Y return: 7.75% (lower mid).
1M return: 0.28% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.61 (upper mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,944 Cr).
Established history (15+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderate.
1Y return: 7.33% (bottom quartile).
1M return: 0.57% (bottom quartile).
Sharpe: 0.53 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.53% (top quartile).
Modified duration: 4.75 yrs (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹8,151 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.45% (top quartile).
3Y return: 18.47% (upper mid).
1Y return: 1.97% (bottom quartile).
1M return: 1.77% (top quartile).
Alpha: -1.01 (bottom quartile).
Sharpe: -0.35 (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,470 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 13.70% (lower mid).
3Y return: 18.65% (top quartile).
1Y return: 15.81% (top quartile).
Alpha: -7.61 (bottom quartile).
Sharpe: 0.32 (bottom quartile).
Information ratio: -1.09 (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 Banking And Financial Services Fund Growth	₹65.07 ↑ 0.49	₹3,708	1,000	7.6	5	16	16	15.3	17.5
Aditya Birla Sun Life Corporate Bond Fund Growth	₹116 ↓ -0.03	₹30,119	100	1.3	2.2	7.4	7.7	6.2	7.4
Aditya Birla Sun Life Savings Fund Growth	₹566.397 ↓ -0.01	₹24,129	1,000	1.5	3.1	7.4	7.5	6.2	7.4
Aditya Birla Sun Life Money Manager Fund Growth	₹382.201 ↑ 0.01	₹32,599	1,000	1.5	2.9	7.3	7.5	6.2	7.4
Aditya Birla Sun Life Regular Savings Fund Growth	₹68.6393 ↑ 0.11	₹1,541	500	1.6	2.3	7.1	9.1	9.2	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Regular Savings Fund
Point 1	Bottom quartile AUM (₹3,708 Cr).	Upper mid AUM (₹30,119 Cr).	Lower mid AUM (₹24,129 Cr).	Highest AUM (₹32,599 Cr).	Bottom quartile AUM (₹1,541 Cr).
Point 2	Established history (12+ yrs).	Oldest track record among peers (28 yrs).	Established history (22+ yrs).	Established history (20+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately High.
Point 5	5Y return: 15.34% (top quartile).	1Y return: 7.38% (upper mid).	1Y return: 7.35% (lower mid).	1Y return: 7.35% (bottom quartile).	5Y return: 9.18% (upper mid).
Point 6	3Y return: 16.01% (top quartile).	1M return: 0.10% (bottom quartile).	1M return: 0.42% (lower mid).	1M return: 0.45% (upper mid).	3Y return: 9.09% (upper mid).
Point 7	1Y return: 16.01% (top quartile).	Sharpe: 0.87 (lower mid).	Sharpe: 3.69 (top quartile).	Sharpe: 3.16 (upper mid).	1Y return: 7.06% (bottom quartile).
Point 8	Alpha: -2.82 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	1M return: 0.04% (bottom quartile).
Point 9	Sharpe: 0.63 (bottom quartile).	Yield to maturity (debt): 6.98% (upper mid).	Yield to maturity (debt): 6.66% (lower mid).	Yield to maturity (debt): 6.32% (bottom quartile).	Alpha: 0.48 (top quartile).
Point 10	Information ratio: 0.29 (top quartile).	Modified duration: 4.79 yrs (bottom quartile).	Modified duration: 0.48 yrs (upper mid).	Modified duration: 0.48 yrs (lower mid).	Sharpe: 0.42 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,708 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.34% (top quartile).
3Y return: 16.01% (top quartile).
1Y return: 16.01% (top quartile).
Alpha: -2.82 (bottom quartile).
Sharpe: 0.63 (bottom quartile).
Information ratio: 0.29 (top quartile).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹30,119 Cr).
Oldest track record among peers (28 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.38% (upper mid).
1M return: 0.10% (bottom quartile).
Sharpe: 0.87 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.98% (upper mid).
Modified duration: 4.79 yrs (bottom quartile).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹24,129 Cr).
Established history (22+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 7.35% (lower mid).
1M return: 0.42% (lower mid).
Sharpe: 3.69 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.66% (lower mid).
Modified duration: 0.48 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹32,599 Cr).
Established history (20+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Low.
1Y return: 7.35% (bottom quartile).
1M return: 0.45% (upper mid).
Sharpe: 3.16 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.32% (bottom quartile).
Modified duration: 0.48 yrs (lower mid).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,541 Cr).
Established history (21+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.18% (upper mid).
3Y return: 9.09% (upper mid).
1Y return: 7.06% (bottom quartile).
1M return: 0.04% (bottom quartile).
Alpha: 0.48 (top quartile).
Sharpe: 0.42 (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 Build India Fund Growth	₹145.85 ↑ 1.68	₹3,068	500	3.6	1.8	4	26.5	27	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹80.5913 ↓ -0.63	₹4,460	500	-1	6	11.4	25	9.9	11.4
Franklin India Smaller Companies Fund Growth	₹166.31 ↑ 1.95	₹13,529	500	0.1	-5.2	-8.6	20	22.7	-8.4
Franklin India Bluechip Fund Growth	₹1,069.77 ↑ 5.29	₹8,061	500	5.1	3	8.4	15.5	14.8	8.4
Franklin India Savings Fund Growth	₹51.821 ↑ 0.00	₹4,422	500	1.5	2.9	7.4	7.4	6.1	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Bluechip Fund	Franklin India Savings Fund
Point 1	Bottom quartile AUM (₹3,068 Cr).	Lower mid AUM (₹4,460 Cr).	Highest AUM (₹13,529 Cr).	Upper mid AUM (₹8,061 Cr).	Bottom quartile AUM (₹4,422 Cr).
Point 2	Established history (16+ yrs).	Established history (13+ yrs).	Established history (19+ yrs).	Oldest track record among peers (32 yrs).	Established history (23+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 26.98% (top quartile).	5Y return: 9.90% (bottom quartile).	5Y return: 22.73% (upper mid).	5Y return: 14.79% (lower mid).	1Y return: 7.41% (lower mid).
Point 6	3Y return: 26.50% (top quartile).	3Y return: 24.99% (upper mid).	3Y return: 19.99% (lower mid).	3Y return: 15.50% (bottom quartile).	1M return: 0.49% (upper mid).
Point 7	1Y return: 3.97% (bottom quartile).	1Y return: 11.36% (top quartile).	1Y return: -8.57% (bottom quartile).	1Y return: 8.43% (upper mid).	Sharpe: 2.80 (top quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -13.09 (bottom quartile).	Alpha: -3.60 (bottom quartile).	Alpha: -0.53 (lower mid).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: -0.16 (bottom quartile).	Sharpe: 0.28 (upper mid).	Sharpe: -0.51 (bottom quartile).	Sharpe: 0.14 (lower mid).	Yield to maturity (debt): 6.17% (top quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -1.91 (bottom quartile).	Information ratio: -0.13 (bottom quartile).	Information ratio: 0.22 (top quartile).	Modified duration: 0.29 yrs (bottom quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,068 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 26.98% (top quartile).
3Y return: 26.50% (top quartile).
1Y return: 3.97% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.16 (bottom quartile).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,460 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 9.90% (bottom quartile).
3Y return: 24.99% (upper mid).
1Y return: 11.36% (top quartile).
Alpha: -13.09 (bottom quartile).
Sharpe: 0.28 (upper mid).
Information ratio: -1.91 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,529 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.73% (upper mid).
3Y return: 19.99% (lower mid).
1Y return: -8.57% (bottom quartile).
Alpha: -3.60 (bottom quartile).
Sharpe: -0.51 (bottom quartile).
Information ratio: -0.13 (bottom quartile).

Franklin India Bluechip Fund

Upper mid AUM (₹8,061 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.79% (lower mid).
3Y return: 15.50% (bottom quartile).
1Y return: 8.43% (upper mid).
Alpha: -0.53 (lower mid).
Sharpe: 0.14 (lower mid).
Information ratio: 0.22 (top quartile).

Franklin India Savings Fund

Bottom quartile AUM (₹4,422 Cr).
Established history (23+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.41% (lower mid).
1M return: 0.49% (upper mid).
Sharpe: 2.80 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.17% (top quartile).
Modified duration: 0.29 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 Standard Multicap Fund Growth	₹88.033 ↑ 0.64	₹56,885	500	4.4	1.3	8.9	16.8	16	9.5
Kotak Equity Opportunities Fund Growth	₹356.817 ↑ 3.17	₹29,961	1,000	4.8	3.8	5.2	19.6	18.9	5.6
Kotak Asset Allocator Fund - FOF Growth	₹256.315 ↑ 0.78	₹2,177	1,000	6.4	8.4	15.4	19.3	18.7	15.4
Kotak Corporate Bond Fund Standard Growth	₹3,887.78 ↓ -0.27	₹18,855	1,000	1.3	2.4	7.9	7.7	6.1	7.8
Kotak Banking and PSU Debt fund Growth	₹67.4019 ↓ -0.01	₹5,627	1,000	1.6	2.5	7.7	7.5	6	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Kotak Equity Opportunities Fund	Kotak Asset Allocator Fund - FOF	Kotak Corporate Bond Fund Standard	Kotak Banking and PSU Debt fund
Point 1	Highest AUM (₹56,885 Cr).	Upper mid AUM (₹29,961 Cr).	Bottom quartile AUM (₹2,177 Cr).	Lower mid AUM (₹18,855 Cr).	Bottom quartile AUM (₹5,627 Cr).
Point 2	Established history (16+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Oldest track record among peers (27 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	5Y return: 15.98% (lower mid).	5Y return: 18.92% (top quartile).	5Y return: 18.69% (upper mid).	1Y return: 7.86% (lower mid).	1Y return: 7.70% (bottom quartile).
Point 6	3Y return: 16.76% (lower mid).	3Y return: 19.55% (top quartile).	3Y return: 19.32% (upper mid).	1M return: 0.13% (bottom quartile).	1M return: 0.10% (bottom quartile).
Point 7	1Y return: 8.93% (upper mid).	1Y return: 5.18% (bottom quartile).	1Y return: 15.38% (top quartile).	Sharpe: 1.27 (top quartile).	Sharpe: 1.10 (upper mid).
Point 8	Alpha: 1.84 (top quartile).	Alpha: -2.35 (bottom quartile).	1M return: 0.78% (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.22 (bottom quartile).	Sharpe: 0.03 (bottom quartile).	Alpha: 0.00 (upper mid).	Yield to maturity (debt): 6.91% (upper mid).	Yield to maturity (debt): 6.86% (lower mid).
Point 10	Information ratio: 0.15 (top quartile).	Information ratio: 0.04 (upper mid).	Sharpe: 0.75 (lower mid).	Modified duration: 3.16 yrs (lower mid).	Modified duration: 3.49 yrs (bottom quartile).

Kotak Standard Multicap Fund

Highest AUM (₹56,885 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.98% (lower mid).
3Y return: 16.76% (lower mid).
1Y return: 8.93% (upper mid).
Alpha: 1.84 (top quartile).
Sharpe: 0.22 (bottom quartile).
Information ratio: 0.15 (top quartile).

Kotak Equity Opportunities Fund

Upper mid AUM (₹29,961 Cr).
Established history (21+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.92% (top quartile).
3Y return: 19.55% (top quartile).
1Y return: 5.18% (bottom quartile).
Alpha: -2.35 (bottom quartile).
Sharpe: 0.03 (bottom quartile).
Information ratio: 0.04 (upper mid).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,177 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.69% (upper mid).
3Y return: 19.32% (upper mid).
1Y return: 15.38% (top quartile).
1M return: 0.78% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.75 (lower mid).

Kotak Corporate Bond Fund Standard

Lower mid AUM (₹18,855 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.86% (lower mid).
1M return: 0.13% (bottom quartile).
Sharpe: 1.27 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.91% (upper mid).
Modified duration: 3.16 yrs (lower mid).

Kotak Banking and PSU Debt fund

Bottom quartile AUM (₹5,627 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.70% (bottom quartile).
1M return: 0.10% (bottom quartile).
Sharpe: 1.10 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.86% (lower mid).
Modified duration: 3.49 yrs (bottom quartile).

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 India Tax Savings Fund Growth	₹46.8342 ↑ 0.51	₹4,795	500	6.5	4.7	4.6	16.1	16.8	4.9
Tata Equity PE Fund Growth	₹366.216 ↑ 2.45	₹9,032	150	5.8	4.5	2.6	20	18.6	3.7
Tata Retirement Savings Fund-Moderate Growth	₹64.9898 ↑ 0.18	₹2,191	150	2.5	-1.2	-0.6	14.7	12.3	1
Tata Retirement Savings Fund - Progressive Growth	₹65.4938 ↑ 0.23	₹2,129	150	2.5	-2.6	-3	15.7	12.8	-1.2
Tata Treasury Advantage Fund Growth	₹4,052.85 ↑ 0.62	₹3,935	500	1.4	2.8	7.2	7.1	5.8	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Tata Equity PE Fund	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata Treasury Advantage Fund
Point 1	Upper mid AUM (₹4,795 Cr).	Highest AUM (₹9,032 Cr).	Bottom quartile AUM (₹2,191 Cr).	Bottom quartile AUM (₹2,129 Cr).	Lower mid AUM (₹3,935 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Established history (20+ 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: Moderately Low.
Point 5	5Y return: 16.75% (upper mid).	5Y return: 18.64% (top quartile).	5Y return: 12.26% (bottom quartile).	5Y return: 12.83% (lower mid).	1Y return: 7.17% (top quartile).
Point 6	3Y return: 16.12% (upper mid).	3Y return: 20.04% (top quartile).	3Y return: 14.75% (bottom quartile).	3Y return: 15.66% (lower mid).	1M return: 0.39% (lower mid).
Point 7	1Y return: 4.56% (upper mid).	1Y return: 2.58% (lower mid).	1Y return: -0.57% (bottom quartile).	1Y return: -2.99% (bottom quartile).	Sharpe: 2.21 (top quartile).
Point 8	Alpha: -1.56 (lower mid).	Alpha: -4.05 (bottom quartile).	1M return: -0.21% (bottom quartile).	1M return: -0.26% (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: -0.01 (upper mid).	Sharpe: -0.17 (lower mid).	Alpha: 0.00 (top quartile).	Alpha: -5.96 (bottom quartile).	Yield to maturity (debt): 6.45% (top quartile).
Point 10	Information ratio: -0.21 (bottom quartile).	Information ratio: 0.91 (top quartile).	Sharpe: -0.21 (bottom quartile).	Sharpe: -0.26 (bottom quartile).	Modified duration: 0.03 yrs (bottom quartile).

Tata India Tax Savings Fund

Upper mid AUM (₹4,795 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.75% (upper mid).
3Y return: 16.12% (upper mid).
1Y return: 4.56% (upper mid).
Alpha: -1.56 (lower mid).
Sharpe: -0.01 (upper mid).
Information ratio: -0.21 (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹9,032 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.64% (top quartile).
3Y return: 20.04% (top quartile).
1Y return: 2.58% (lower mid).
Alpha: -4.05 (bottom quartile).
Sharpe: -0.17 (lower mid).
Information ratio: 0.91 (top quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,191 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.26% (bottom quartile).
3Y return: 14.75% (bottom quartile).
1Y return: -0.57% (bottom quartile).
1M return: -0.21% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.21 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,129 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.83% (lower mid).
3Y return: 15.66% (lower mid).
1Y return: -2.99% (bottom quartile).
1M return: -0.26% (bottom quartile).
Alpha: -5.96 (bottom quartile).
Sharpe: -0.26 (bottom quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,935 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.17% (top quartile).
1M return: 0.39% (lower mid).
Sharpe: 2.21 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.45% (top quartile).
Modified duration: 0.03 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	₹101.88 ↑ 0.85	₹9,406	100	1.9	0.3	4.3	24.1	19.8	4.7
Invesco India Financial Services Fund Growth	₹147.2 ↑ 1.49	₹1,589	100	8.6	5	14.1	20.5	17.7	15.1
Invesco India Liquid Fund Growth	₹3,694.6 ↑ 0.48	₹15,709	500	1.5	2.9	6.5	7	5.8	6.5
Invesco India Contra Fund Growth	₹139.91 ↑ 1.03	₹20,596	500	4.9	2.4	2.5	20.3	18.6	3.1
Invesco India PSU Equity Fund Growth	₹67.34 ↑ 0.98	₹1,445	500	5.4	3.2	10.9	29.2	27.9	10.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Invesco India Financial Services Fund	Invesco India Liquid Fund	Invesco India Contra Fund	Invesco India PSU Equity Fund
Point 1	Lower mid AUM (₹9,406 Cr).	Bottom quartile AUM (₹1,589 Cr).	Upper mid AUM (₹15,709 Cr).	Highest AUM (₹20,596 Cr).	Bottom quartile AUM (₹1,445 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (19 yrs).	Established history (18+ yrs).	Established history (16+ 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: High.	Risk profile: Low.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 19.80% (upper mid).	5Y return: 17.74% (bottom quartile).	1Y return: 6.49% (lower mid).	5Y return: 18.55% (lower mid).	5Y return: 27.87% (top quartile).
Point 6	3Y return: 24.06% (upper mid).	3Y return: 20.46% (lower mid).	1M return: 0.50% (bottom quartile).	3Y return: 20.31% (bottom quartile).	3Y return: 29.25% (top quartile).
Point 7	1Y return: 4.30% (bottom quartile).	1Y return: 14.09% (top quartile).	Sharpe: 3.20 (top quartile).	1Y return: 2.54% (bottom quartile).	1Y return: 10.88% (upper mid).
Point 8	Alpha: 2.54 (top quartile).	Alpha: -4.69 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: -2.61 (bottom quartile).	Alpha: -0.45 (lower mid).
Point 9	Sharpe: 0.31 (lower mid).	Sharpe: 0.50 (upper mid).	Yield to maturity (debt): 5.94% (top quartile).	Sharpe: -0.10 (bottom quartile).	Sharpe: 0.06 (bottom quartile).
Point 10	Information ratio: 0.98 (upper mid).	Information ratio: 0.83 (lower mid).	Modified duration: 0.11 yrs (bottom quartile).	Information ratio: 1.01 (top quartile).	Information ratio: -0.49 (bottom quartile).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹9,406 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.80% (upper mid).
3Y return: 24.06% (upper mid).
1Y return: 4.30% (bottom quartile).
Alpha: 2.54 (top quartile).
Sharpe: 0.31 (lower mid).
Information ratio: 0.98 (upper mid).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,589 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 17.74% (bottom quartile).
3Y return: 20.46% (lower mid).
1Y return: 14.09% (top quartile).
Alpha: -4.69 (bottom quartile).
Sharpe: 0.50 (upper mid).
Information ratio: 0.83 (lower mid).

Invesco India Liquid Fund

Upper mid AUM (₹15,709 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 6.49% (lower mid).
1M return: 0.50% (bottom quartile).
Sharpe: 3.20 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 5.94% (top quartile).
Modified duration: 0.11 yrs (bottom quartile).

Invesco India Contra Fund

Highest AUM (₹20,596 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.55% (lower mid).
3Y return: 20.31% (bottom quartile).
1Y return: 2.54% (bottom quartile).
Alpha: -2.61 (bottom quartile).
Sharpe: -0.10 (bottom quartile).
Information ratio: 1.01 (top quartile).

Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,445 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 27.87% (top quartile).
3Y return: 29.25% (top quartile).
1Y return: 10.88% (upper mid).
Alpha: -0.45 (lower mid).
Sharpe: 0.06 (bottom quartile).
Information ratio: -0.49 (bottom quartile).

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	₹97.8365 ↑ 0.22	₹1,628	100	-0.6	-0.5	-2.8	16	15.2	-0.1
Sundaram Mid Cap Fund Growth	₹1,450.28 ↑ 10.78	₹13,345	100	5.5	4.3	3.6	24.7	22.7	4.1
Sundaram Diversified Equity Fund Growth	₹230.086 ↑ 1.70	₹1,484	250	5.2	3.5	5.8	13.9	15.3	7.1
Sundaram Corporate Bond Fund Growth	₹41.3014 ↓ -0.01	₹773	250	1.2	2.3	7.5	7.2	5.8	7.5
Sundaram Large and Mid Cap Fund Growth	₹89.0795 ↑ 0.63	₹7,047	100	4.7	4.2	3	16.9	17.4	3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 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 (₹1,628 Cr).	Highest AUM (₹13,345 Cr).	Bottom quartile AUM (₹1,484 Cr).	Bottom quartile AUM (₹773 Cr).	Upper mid AUM (₹7,047 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (18+ 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: 15.20% (bottom quartile).	5Y return: 22.70% (top quartile).	5Y return: 15.26% (lower mid).	1Y return: 7.55% (top quartile).	5Y return: 17.44% (upper mid).
Point 6	3Y return: 16.03% (lower mid).	3Y return: 24.73% (top quartile).	3Y return: 13.94% (bottom quartile).	1M return: 0.08% (bottom quartile).	3Y return: 16.89% (upper mid).
Point 7	1Y return: -2.83% (bottom quartile).	1Y return: 3.60% (lower mid).	1Y return: 5.85% (upper mid).	Sharpe: 1.09 (top quartile).	1Y return: 3.01% (bottom quartile).
Point 8	Alpha: -7.12 (bottom quartile).	Alpha: -1.35 (lower mid).	Alpha: -0.54 (upper mid).	Information ratio: 0.00 (upper mid).	Alpha: -3.33 (bottom quartile).
Point 9	Sharpe: -0.22 (bottom quartile).	Sharpe: 0.09 (upper mid).	Sharpe: 0.05 (lower mid).	Yield to maturity (debt): 6.72% (top quartile).	Sharpe: -0.02 (bottom quartile).
Point 10	Information ratio: -0.32 (lower mid).	Information ratio: 0.15 (top quartile).	Information ratio: -0.84 (bottom quartile).	Modified duration: 3.34 yrs (bottom quartile).	Information ratio: -0.72 (bottom quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,628 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.20% (bottom quartile).
3Y return: 16.03% (lower mid).
1Y return: -2.83% (bottom quartile).
Alpha: -7.12 (bottom quartile).
Sharpe: -0.22 (bottom quartile).
Information ratio: -0.32 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹13,345 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.70% (top quartile).
3Y return: 24.73% (top quartile).
1Y return: 3.60% (lower mid).
Alpha: -1.35 (lower mid).
Sharpe: 0.09 (upper mid).
Information ratio: 0.15 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,484 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.26% (lower mid).
3Y return: 13.94% (bottom quartile).
1Y return: 5.85% (upper mid).
Alpha: -0.54 (upper mid).
Sharpe: 0.05 (lower mid).
Information ratio: -0.84 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹773 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.55% (top quartile).
1M return: 0.08% (bottom quartile).
Sharpe: 1.09 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.72% (top quartile).
Modified duration: 3.34 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹7,047 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.44% (upper mid).
3Y return: 16.89% (upper mid).
1Y return: 3.01% (bottom quartile).
Alpha: -3.33 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: -0.72 (bottom quartile).

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	₹22.6143 ↓ 0.00	₹812	500	1.3	2.6	7.8	7.4	7	7.8
UTI Treasury Advantage Fund Growth	₹3,666.28 ↑ 0.45	₹3,184	500	1.5	3	7.5	7.4	7.2	7.5
UTI Money Market Fund Growth	₹3,186.9 ↑ 0.22	₹22,198	500	1.5	3	7.5	7.5	6.3	7.5
UTI Short Term Income Fund Growth	₹32.617 ↓ -0.01	₹3,374	500	1.2	2.3	7.4	7.4	6.8	7.3
UTI Ultra Short Term Fund Growth	₹4,363.71 ↑ 0.44	₹4,788	500	1.4	2.8	6.6	6.9	6.2	6.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	UTI Banking & PSU Debt Fund	UTI Treasury Advantage Fund	UTI Money Market Fund	UTI Short Term Income Fund	UTI Ultra Short Term Fund
Point 1	Bottom quartile AUM (₹812 Cr).	Bottom quartile AUM (₹3,184 Cr).	Highest AUM (₹22,198 Cr).	Lower mid AUM (₹3,374 Cr).	Upper mid AUM (₹4,788 Cr).
Point 2	Established history (11+ yrs).	Established history (18+ yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Oldest track record among peers (22 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: Moderately Low.	Risk profile: Low.	Risk profile: Moderate.	Risk profile: Moderately Low.
Point 5	1Y return: 7.80% (top quartile).	1Y return: 7.54% (upper mid).	1Y return: 7.45% (lower mid).	1Y return: 7.35% (bottom quartile).	1Y return: 6.63% (bottom quartile).
Point 6	1M return: 0.29% (bottom quartile).	1M return: 0.41% (lower mid).	1M return: 0.48% (top quartile).	1M return: 0.15% (bottom quartile).	1M return: 0.43% (upper mid).
Point 7	Sharpe: 1.66 (bottom quartile).	Sharpe: 2.81 (upper mid).	Sharpe: 3.06 (top quartile).	Sharpe: 1.25 (bottom quartile).	Sharpe: 1.99 (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): 6.46% (bottom quartile).	Yield to maturity (debt): 6.68% (upper mid).	Yield to maturity (debt): 6.19% (bottom quartile).	Yield to maturity (debt): 6.84% (top quartile).	Yield to maturity (debt): 6.53% (lower mid).
Point 10	Modified duration: 1.43 yrs (bottom quartile).	Modified duration: 0.83 yrs (lower mid).	Modified duration: 0.37 yrs (top quartile).	Modified duration: 2.80 yrs (bottom quartile).	Modified duration: 0.44 yrs (upper mid).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹812 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.80% (top quartile).
1M return: 0.29% (bottom quartile).
Sharpe: 1.66 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.46% (bottom quartile).
Modified duration: 1.43 yrs (bottom quartile).

UTI Treasury Advantage Fund

Bottom quartile AUM (₹3,184 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.54% (upper mid).
1M return: 0.41% (lower mid).
Sharpe: 2.81 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.68% (upper mid).
Modified duration: 0.83 yrs (lower mid).

UTI Money Market Fund

Highest AUM (₹22,198 Cr).
Established history (16+ yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 7.45% (lower mid).
1M return: 0.48% (top quartile).
Sharpe: 3.06 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.19% (bottom quartile).
Modified duration: 0.37 yrs (top quartile).

UTI Short Term Income Fund

Lower mid AUM (₹3,374 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.35% (bottom quartile).
1M return: 0.15% (bottom quartile).
Sharpe: 1.25 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.84% (top quartile).
Modified duration: 2.80 yrs (bottom quartile).

UTI Ultra Short Term Fund

Upper mid AUM (₹4,788 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.63% (bottom quartile).
1M return: 0.43% (upper mid).
Sharpe: 1.99 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.53% (lower mid).
Modified duration: 0.44 yrs (upper mid).

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.