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રિસ્ક એપેટીટ મુજબ ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડ

Updated on September 30, 2026 , 7645 views

જ્યારેરોકાણ, રોકાણકારો હંમેશા ટોચના ક્રમાંકની શોધ કરે છેમ્યુચ્યુઅલ ફંડ સંતુલિત પોર્ટફોલિયો બનાવવા અને વધુ સારું વળતર મેળવવા માટે. પોર્ટફોલિયોમાં ટોચના પરફોર્મિંગ ફંડ્સની પસંદગી અને ઉમેરો એ એક આવશ્યક પ્રક્રિયા છેમ્યુચ્યુઅલ ફંડમાં રોકાણ. તે ચોક્કસ રોકાણના ઉદ્દેશ્યને પૂર્ણ કરવાની વ્યૂહાત્મક રીત પણ છે. રોકાણકારો માટે રોકાણની પ્રક્રિયાને સરળ અને સરળ બનાવવા માટે, અમે રોકાણકારો માટે ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડ્સને શોર્ટલિસ્ટ કર્યા છે.જોખમની ભૂખ. તે જોખમ-વિરોધી રોકાણકારો હોય, ઓછા જોખમ લેનારા હોય, મધ્યમ જોખમ લેનારાથી લઈને ઉચ્ચ જોખમ લેનારા હોય, રોકાણકારો રોકાણમાં જોખમ સહન કરવાની તેમની ક્ષમતા અનુસાર રોકાણ કરી શકે છે.

જો કે, રોકાણકારો સ્વતંત્ર રીતે ફંડ પણ પસંદ કરી શકે છે, તે સ્વ-વિશ્લેષણ કરીને છે. અહીં ટોચના પરિમાણો છે જે રોકાણકારોએ શોધતી વખતે ધ્યાનમાં લેવાની જરૂર છેશ્રેષ્ઠ પ્રદર્શન કરનાર મ્યુચ્યુઅલ ફંડ.

Risk-appetite

રોકાણ કરવા માટે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ્સ - પસંદગી માપદંડ

રોકાણકારો નક્કી કરી શકે છેટોચના મ્યુચ્યુઅલ ફંડ્સ જાતે રોકાણ કરવું. આમ કરવા માટે, તમારે વિવિધ પરિમાણોને ધ્યાનમાં લેવાની જરૂર છે, જે યોજનાઓની સંભવિતતા નક્કી કરે છે. ભારતની તમામ ટોચની રેન્કિંગ મ્યુચ્યુઅલ ફંડ યોજનાઓ આ લક્ષણો ધરાવે છે, જે તેમને પોર્ટફોલિયોમાં આવશ્યક યોજનાઓ બનાવે છે-

ફંડ કામગીરી

રોકાણકારોએ અમુક સમયગાળા માટે ફંડના પ્રદર્શનનું મૂલ્યાંકન કરવું જોઈએ. 4-5 વર્ષથી સતત તેના બેન્ચમાર્કને હરાવી દેતી સ્કીમ પર જવાની સલાહ આપવામાં આવે છે. તદુપરાંત, જો ફંડ તેના બેન્ચમાર્કને હરાવવા સક્ષમ હોય તો દરેક સમયગાળાને જોવું જોઈએ.

ફંડ મેનેજર

ફંડ મેનેજર એકંદરે ફંડની કામગીરીમાં મહત્વની ભૂમિકા ભજવે છે. તેથી, તમારે જાણવું જોઈએ કે તમે જે યોજનામાં રોકાણ કરવા માંગો છો તેના ફંડ મેનેજર કોણ છે અને તેનો ભૂતકાળનો ટ્રેક રેકોર્ડ. રોકાણકારોએ ફંડ મેનેજર દ્વારા સંચાલિત ફંડની કામગીરીનું વિશ્લેષણ કરવું જોઈએ. ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડમાં મોટાભાગે ફંડ મેનેજર હોય છે જેઓ તેમની કારકિર્દીમાં સુસંગત હોય છે.

ખર્ચ ગુણોત્તર

જે સ્કીમો ટોપ પરફોર્મર હોય છે તેમાં ખર્ચનો ગુણોત્તર ઓછો અથવા વધુ હોઈ શકે છે, પરંતુ સ્કીમો રોકાણ કરવા યોગ્ય છે. ખર્ચ ગુણોત્તર એ એસેટ મેનેજમેન્ટ કંપની (AMC). ઘણી વખત, રોકાણકારો એવા ફંડ માટે જાય છે કે જેનો ખર્ચ ગુણોત્તર ઓછો હોય, પરંતુ તે એવી વસ્તુ છે જે ફંડની કામગીરી વગેરે જેવા અન્ય મહત્વપૂર્ણ પરિબળોને વટાવી ન જોઈએ.

સંપત્તિનું કદ

ટોચની કામગીરી કરતી સ્કીમ પસંદ કરતી વખતે, એયુએમ (એસેટ અંડર મેનેજમેન્ટ) લગભગ કેટેગરી સમાન હોય તે માટે જવાનું સૂચન કરવામાં આવે છે.

રોકાણકારો મુશ્કેલી-મુક્ત રોકાણની શોધમાં છે, 2022 માં રોકાણ કરવા માટેના શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ્સ અહીં છે. આ ફંડ્સ કેટેગરી રેન્કિંગ મુજબ શોર્ટલિસ્ટ કરવામાં આવ્યા છે.

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જોખમ વિરોધી રોકાણકારો માટે ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Axis Liquid Fund Growth ₹3,141.23
↑ 0.50
₹63,3431.53.36.56.96.66.37%1M 12D1M 12D Liquid Fund
Edelweiss Liquid Fund Growth ₹3,606.81
↑ 1.47
₹13,2721.53.46.56.96.56.26%1M 8D1M 8D Liquid Fund
DSP Liquidity Fund Growth ₹4,027.54
↑ 1.28
₹29,1721.53.26.46.96.56.38%1M 13D Liquid Fund
Invesco India Liquid Fund Growth ₹3,877.05
↑ 1.24
₹20,7481.53.36.46.96.56.32%1M 11D1M 11D Liquid Fund
Aditya Birla Sun Life Liquid Fund Growth ₹454.29
↑ 0.19
₹69,8301.53.46.46.96.56.56%1M 10D1M 10D Liquid Fund
UTI Liquid Cash Plan Growth ₹462.639
↑ 0.07
₹29,2181.53.26.46.96.56.36%1M 6D1M 6D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Oct 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Liquid FundEdelweiss Liquid FundDSP Liquidity FundInvesco India Liquid FundAditya Birla Sun Life Liquid FundUTI Liquid Cash Plan
Point 1Upper mid AUM (₹63,343 Cr).Bottom quartile AUM (₹13,272 Cr).Lower mid AUM (₹29,172 Cr).Bottom quartile AUM (₹20,748 Cr).Highest AUM (₹69,830 Cr).Upper mid AUM (₹29,218 Cr).
Point 2Established history (16+ yrs).Established history (19+ yrs).Established history (20+ yrs).Established history (19+ yrs).Oldest track record among peers (22 yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 6.47% (top quartile).1Y return: 6.45% (upper mid).1Y return: 6.44% (upper mid).1Y return: 6.42% (lower mid).1Y return: 6.42% (bottom quartile).1Y return: 6.41% (bottom quartile).
Point 61M return: 0.47% (upper mid).1M return: 0.50% (top quartile).1M return: 0.45% (bottom quartile).1M return: 0.45% (lower mid).1M return: 0.49% (upper mid).1M return: 0.45% (bottom quartile).
Point 7Sharpe: 3.01 (top quartile).Sharpe: 2.92 (lower mid).Sharpe: 2.94 (upper mid).Sharpe: 2.85 (bottom quartile).Sharpe: 2.80 (bottom quartile).Sharpe: 2.97 (upper mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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 9Yield to maturity (debt): 6.37% (upper mid).Yield to maturity (debt): 6.26% (bottom quartile).Yield to maturity (debt): 6.38% (upper mid).Yield to maturity (debt): 6.32% (bottom quartile).Yield to maturity (debt): 6.56% (top quartile).Yield to maturity (debt): 6.36% (lower mid).
Point 10Modified duration: 0.12 yrs (bottom quartile).Modified duration: 0.11 yrs (upper mid).Modified duration: 0.12 yrs (bottom quartile).Modified duration: 0.12 yrs (lower mid).Modified duration: 0.11 yrs (upper mid).Modified duration: 0.10 yrs (top quartile).

Axis Liquid Fund

  • Upper mid AUM (₹63,343 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Low.
  • 1Y return: 6.47% (top quartile).
  • 1M return: 0.47% (upper mid).
  • Sharpe: 3.01 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.37% (upper mid).
  • Modified duration: 0.12 yrs (bottom quartile).

Edelweiss Liquid Fund

  • Bottom quartile AUM (₹13,272 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.45% (upper mid).
  • 1M return: 0.50% (top quartile).
  • Sharpe: 2.92 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.26% (bottom quartile).
  • Modified duration: 0.11 yrs (upper mid).

DSP Liquidity Fund

  • Lower mid AUM (₹29,172 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.44% (upper mid).
  • 1M return: 0.45% (bottom quartile).
  • Sharpe: 2.94 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.38% (upper mid).
  • Modified duration: 0.12 yrs (bottom quartile).

Invesco India Liquid Fund

  • Bottom quartile AUM (₹20,748 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.42% (lower mid).
  • 1M return: 0.45% (lower mid).
  • Sharpe: 2.85 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.32% (bottom quartile).
  • Modified duration: 0.12 yrs (lower mid).

Aditya Birla Sun Life Liquid Fund

  • Highest AUM (₹69,830 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.42% (bottom quartile).
  • 1M return: 0.49% (upper mid).
  • Sharpe: 2.80 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.56% (top quartile).
  • Modified duration: 0.11 yrs (upper mid).

UTI Liquid Cash Plan

  • Upper mid AUM (₹29,218 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.41% (bottom quartile).
  • 1M return: 0.45% (bottom quartile).
  • Sharpe: 2.97 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.36% (lower mid).
  • Modified duration: 0.10 yrs (top quartile).

નીચાથી મધ્યમ રોકાણકારો માટે ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Bandhan Banking & PSU Debt Fund Growth ₹26.2957
↑ 0.00
₹12,1090.63.45.36.87.17.1%2Y 3M 29D3Y 5M 1D Banking & PSU Debt
ICICI Prudential Short Term Fund Growth ₹64.3771
↓ -0.03
₹19,4030.535.27.187.89%2Y 7M 2D4Y 3M 25D Short term Bond
Bandhan Corporate Bond Fund Growth ₹20.5223
↓ 0.00
₹13,6680.43.25.26.97.47.17%2Y 9M 18D4Y 6M 4D Corporate Bond
ICICI Prudential Corporate Bond Fund Growth ₹31.8894
↓ -0.02
₹29,6880.33.15.17.187.69%3Y 1M 13D5Y 4M 28D Corporate Bond
HDFC Short Term Debt Fund Growth ₹34.1472
↓ -0.01
₹14,4860.42.84.97.17.87.78%2Y 5M 1D3Y 3M 11D Short term Bond
SBI Short Term Debt Fund Growth ₹34.1225
↓ -0.01
₹13,4350.42.74.46.77.87.62%2Y 8M 26D3Y 10M 20D Short term Bond
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 6 Funds showcased

CommentaryBandhan Banking & PSU Debt FundICICI Prudential Short Term FundBandhan Corporate Bond FundICICI Prudential Corporate Bond FundHDFC Short Term Debt FundSBI Short Term Debt Fund
Point 1Bottom quartile AUM (₹12,109 Cr).Upper mid AUM (₹19,403 Cr).Lower mid AUM (₹13,668 Cr).Highest AUM (₹29,688 Cr).Upper mid AUM (₹14,486 Cr).Bottom quartile AUM (₹13,435 Cr).
Point 2Established history (13+ yrs).Oldest track record among peers (24 yrs).Established history (10+ yrs).Established history (17+ yrs).Established history (16+ yrs).Established history (19+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Not Rated.Rating: 4★ (upper mid).Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 5.28% (top quartile).1Y return: 5.21% (upper mid).1Y return: 5.16% (upper mid).1Y return: 5.14% (lower mid).1Y return: 4.92% (bottom quartile).1Y return: 4.44% (bottom quartile).
Point 61M return: 0.27% (top quartile).1M return: 0.04% (bottom quartile).1M return: 0.19% (upper mid).1M return: -0.08% (bottom quartile).1M return: 0.10% (lower mid).1M return: 0.13% (upper mid).
Point 7Sharpe: 0.08 (upper mid).Sharpe: 0.16 (upper mid).Sharpe: 0.06 (lower mid).Sharpe: 0.19 (top quartile).Sharpe: -0.04 (bottom quartile).Sharpe: -0.28 (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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 9Yield to maturity (debt): 7.10% (bottom quartile).Yield to maturity (debt): 7.89% (top quartile).Yield to maturity (debt): 7.17% (bottom quartile).Yield to maturity (debt): 7.69% (upper mid).Yield to maturity (debt): 7.78% (upper mid).Yield to maturity (debt): 7.62% (lower mid).
Point 10Modified duration: 2.33 yrs (top quartile).Modified duration: 2.59 yrs (upper mid).Modified duration: 2.80 yrs (bottom quartile).Modified duration: 3.12 yrs (bottom quartile).Modified duration: 2.42 yrs (upper mid).Modified duration: 2.74 yrs (lower mid).

Bandhan Banking & PSU Debt Fund

  • Bottom quartile AUM (₹12,109 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.28% (top quartile).
  • 1M return: 0.27% (top quartile).
  • Sharpe: 0.08 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.10% (bottom quartile).
  • Modified duration: 2.33 yrs (top quartile).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹19,403 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 5.21% (upper mid).
  • 1M return: 0.04% (bottom quartile).
  • Sharpe: 0.16 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.89% (top quartile).
  • Modified duration: 2.59 yrs (upper mid).

Bandhan Corporate Bond Fund

  • Lower mid AUM (₹13,668 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 5.16% (upper mid).
  • 1M return: 0.19% (upper mid).
  • Sharpe: 0.06 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.17% (bottom quartile).
  • Modified duration: 2.80 yrs (bottom quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹29,688 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 5.14% (lower mid).
  • 1M return: -0.08% (bottom quartile).
  • Sharpe: 0.19 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.69% (upper mid).
  • Modified duration: 3.12 yrs (bottom quartile).

HDFC Short Term Debt Fund

  • Upper mid AUM (₹14,486 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.92% (bottom quartile).
  • 1M return: 0.10% (lower mid).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.78% (upper mid).
  • Modified duration: 2.42 yrs (upper mid).

SBI Short Term Debt Fund

  • Bottom quartile AUM (₹13,435 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.44% (bottom quartile).
  • 1M return: 0.13% (upper mid).
  • Sharpe: -0.28 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.62% (lower mid).
  • Modified duration: 2.74 yrs (lower mid).

મધ્યમથી ઉચ્ચ રોકાણકારો માટે ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹43.7386
↓ -0.03
₹3,3190.53.67.69.711.810.9 Medium term Bond
Kotak Medium Term Fund Growth ₹24.4628
↓ -0.03
₹1,9260.53.55.27.86.38.9 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹48.5285
↓ -0.06
₹5,4190.63.867.76.69 Medium term Bond
Axis Strategic Bond Fund Growth ₹30.0975
↓ -0.02
₹2,1120.53.45.67.66.68.2 Medium term Bond
Bandhan Government Securities Fund - Investment Plan Growth ₹37.5049
↓ -0.01
₹1,850-15.56.87.45.83.7 Government Bond
SBI Magnum Medium Duration Fund Growth ₹54.8177
↓ -0.05
₹6,4890.73.85.77.16.27.5 Medium term Bond
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 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanKotak Medium Term FundICICI Prudential Medium Term Bond FundAxis Strategic Bond FundBandhan Government Securities Fund - Investment PlanSBI Magnum Medium Duration Fund
Point 1Upper mid AUM (₹3,319 Cr).Bottom quartile AUM (₹1,926 Cr).Upper mid AUM (₹5,419 Cr).Lower mid AUM (₹2,112 Cr).Bottom quartile AUM (₹1,850 Cr).Highest AUM (₹6,489 Cr).
Point 2Established history (17+ yrs).Established history (12+ yrs).Oldest track record among peers (22 yrs).Established history (14+ yrs).Established history (17+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 7.62% (top quartile).1Y return: 5.24% (bottom quartile).1Y return: 5.98% (upper mid).1Y return: 5.59% (bottom quartile).1Y return: 6.76% (upper mid).1Y return: 5.70% (lower mid).
Point 61M return: 0.03% (upper mid).1M return: -0.12% (bottom quartile).1M return: -0.05% (lower mid).1M return: -0.01% (upper mid).1M return: 0.19% (top quartile).1M return: -0.16% (bottom quartile).
Point 7Sharpe: 1.28 (top quartile).Sharpe: 0.48 (bottom quartile).Sharpe: 0.84 (upper mid).Sharpe: 0.46 (bottom quartile).Sharpe: 0.66 (upper mid).Sharpe: 0.54 (lower mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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 9Yield to maturity (debt): 8.09% (bottom quartile).Yield to maturity (debt): 8.37% (top quartile).Yield to maturity (debt): 8.29% (upper mid).Yield to maturity (debt): 8.18% (lower mid).Yield to maturity (debt): 7.54% (bottom quartile).Yield to maturity (debt): 8.22% (upper mid).
Point 10Modified duration: 2.95 yrs (top quartile).Modified duration: 2.99 yrs (upper mid).Modified duration: 3.03 yrs (upper mid).Modified duration: 3.25 yrs (bottom quartile).Modified duration: 11.40 yrs (bottom quartile).Modified duration: 3.03 yrs (lower mid).

Aditya Birla Sun Life Medium Term Plan

  • Upper mid AUM (₹3,319 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.62% (top quartile).
  • 1M return: 0.03% (upper mid).
  • Sharpe: 1.28 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 8.09% (bottom quartile).
  • Modified duration: 2.95 yrs (top quartile).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,926 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.24% (bottom quartile).
  • 1M return: -0.12% (bottom quartile).
  • Sharpe: 0.48 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.37% (top quartile).
  • Modified duration: 2.99 yrs (upper mid).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,419 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.98% (upper mid).
  • 1M return: -0.05% (lower mid).
  • Sharpe: 0.84 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.29% (upper mid).
  • Modified duration: 3.03 yrs (upper mid).

Axis Strategic Bond Fund

  • Lower mid AUM (₹2,112 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.59% (bottom quartile).
  • 1M return: -0.01% (upper mid).
  • Sharpe: 0.46 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.18% (lower mid).
  • Modified duration: 3.25 yrs (bottom quartile).

Bandhan Government Securities Fund - Investment Plan

  • Bottom quartile AUM (₹1,850 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 6.76% (upper mid).
  • 1M return: 0.19% (top quartile).
  • Sharpe: 0.66 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.54% (bottom quartile).
  • Modified duration: 11.40 yrs (bottom quartile).

SBI Magnum Medium Duration Fund

  • Highest AUM (₹6,489 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.70% (lower mid).
  • 1M return: -0.16% (bottom quartile).
  • Sharpe: 0.54 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.22% (upper mid).
  • Modified duration: 3.03 yrs (lower mid).

ઉચ્ચ જોખમવાળા રોકાણકારો માટે ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Motilal Oswal Midcap 30 Fund  Growth ₹97.8972
↓ -1.00
₹42,8523.417.9-2.116.118.4-12.1 Mid Cap
Nippon India Small Cap Fund Growth ₹178.94
↓ -2.04
₹82,580-1.118.67.113.417.1-4.7 Small Cap
Invesco India Mid Cap Fund Growth ₹188.21
↓ -1.61
₹14,721-4.417.65.420.4176.3 Mid Cap
HDFC Mid-Cap Opportunities Fund Growth ₹197.82
↓ -1.03
₹108,325-3.57.92.714.416.76.8 Mid Cap
DSP Small Cap Fund  Growth ₹225.376
↓ -3.67
₹21,6593.724.916.315.916.3-2.8 Small Cap
IDBI Small Cap Fund Growth ₹34.5244
↓ -0.41
₹8322.72913.316.215.8-13.4 Small Cap
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 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Nippon India Small Cap FundInvesco India Mid Cap FundHDFC Mid-Cap Opportunities FundDSP Small Cap Fund IDBI Small Cap Fund
Point 1Upper mid AUM (₹42,852 Cr).Upper mid AUM (₹82,580 Cr).Bottom quartile AUM (₹14,721 Cr).Highest AUM (₹108,325 Cr).Lower mid AUM (₹21,659 Cr).Bottom quartile AUM (₹832 Cr).
Point 2Established history (12+ yrs).Established history (16+ yrs).Oldest track record among peers (19 yrs).Established history (19+ yrs).Established history (19+ yrs).Established history (9+ yrs).
Point 3Rating: 3★ (upper mid).Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 18.40% (top quartile).5Y return: 17.11% (upper mid).5Y return: 16.99% (upper mid).5Y return: 16.74% (lower mid).5Y return: 16.25% (bottom quartile).5Y return: 15.81% (bottom quartile).
Point 63Y return: 16.07% (upper mid).3Y return: 13.42% (bottom quartile).3Y return: 20.41% (top quartile).3Y return: 14.43% (bottom quartile).3Y return: 15.93% (lower mid).3Y return: 16.21% (upper mid).
Point 71Y return: -2.08% (bottom quartile).1Y return: 7.11% (upper mid).1Y return: 5.40% (lower mid).1Y return: 2.67% (bottom quartile).1Y return: 16.25% (top quartile).1Y return: 13.31% (upper mid).
Point 8Alpha: -7.99 (bottom quartile).Alpha: 1.64 (upper mid).Alpha: 0.00 (bottom quartile).Alpha: 0.08 (lower mid).Alpha: 9.89 (top quartile).Alpha: 8.28 (upper mid).
Point 9Sharpe: 0.06 (bottom quartile).Sharpe: 0.44 (lower mid).Sharpe: 0.29 (bottom quartile).Sharpe: 0.49 (upper mid).Sharpe: 0.71 (top quartile).Sharpe: 0.70 (upper mid).
Point 10Information ratio: 0.16 (upper mid).Information ratio: -0.15 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.16 (lower mid).Information ratio: 0.47 (top quartile).Information ratio: 0.29 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹42,852 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.40% (top quartile).
  • 3Y return: 16.07% (upper mid).
  • 1Y return: -2.08% (bottom quartile).
  • Alpha: -7.99 (bottom quartile).
  • Sharpe: 0.06 (bottom quartile).
  • Information ratio: 0.16 (upper mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹82,580 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.11% (upper mid).
  • 3Y return: 13.42% (bottom quartile).
  • 1Y return: 7.11% (upper mid).
  • Alpha: 1.64 (upper mid).
  • Sharpe: 0.44 (lower mid).
  • Information ratio: -0.15 (bottom quartile).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹14,721 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.99% (upper mid).
  • 3Y return: 20.41% (top quartile).
  • 1Y return: 5.40% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.29 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹108,325 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.74% (lower mid).
  • 3Y return: 14.43% (bottom quartile).
  • 1Y return: 2.67% (bottom quartile).
  • Alpha: 0.08 (lower mid).
  • Sharpe: 0.49 (upper mid).
  • Information ratio: 0.16 (lower mid).

DSP Small Cap Fund 

  • Lower mid AUM (₹21,659 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.25% (bottom quartile).
  • 3Y return: 15.93% (lower mid).
  • 1Y return: 16.25% (top quartile).
  • Alpha: 9.89 (top quartile).
  • Sharpe: 0.71 (top quartile).
  • Information ratio: 0.47 (top quartile).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹832 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.81% (bottom quartile).
  • 3Y return: 16.21% (upper mid).
  • 1Y return: 13.31% (upper mid).
  • Alpha: 8.28 (upper mid).
  • Sharpe: 0.70 (upper mid).
  • Information ratio: 0.29 (upper mid).

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