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રિસ્ક એપેટીટ મુજબ ટોચના ક્રમાંકિત મ્યુચ્યુઅલ ફંડ

Updated on August 20, 2026 , 7595 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 ₹3,119.07
↑ 0.44
₹56,4381.73.46.46.96.66.47%2M 5D2M 5D Liquid Fund
Edelweiss Liquid Fund Growth ₹3,581.75
↑ 0.44
₹13,7961.73.36.46.96.56.33%2M 2D2M 2D Liquid Fund
DSP Liquidity Fund Growth ₹3,998
↑ 0.51
₹22,9621.73.36.46.96.56.45%2M 5D2M 8D Liquid Fund
Aditya Birla Sun Life Liquid Fund Growth ₹451.179
↑ 0.06
₹68,8001.73.36.46.96.56.49%2M 5D2M 5D Liquid Fund
UTI Liquid Cash Plan Growth ₹459.307
↑ 0.06
₹26,7281.73.36.46.96.56.31%1M 27D1M 27D Liquid Fund
Invesco India Liquid Fund Growth ₹3,848.23
↑ 0.52
₹20,7231.73.36.46.96.56.32%1M 11D1M 11D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Liquid FundEdelweiss Liquid FundDSP Liquidity FundAditya Birla Sun Life Liquid FundUTI Liquid Cash PlanInvesco India Liquid Fund
Point 1Upper mid AUM (₹56,438 Cr).Bottom quartile AUM (₹13,796 Cr).Lower mid AUM (₹22,962 Cr).Highest AUM (₹68,800 Cr).Upper mid AUM (₹26,728 Cr).Bottom quartile AUM (₹20,723 Cr).
Point 2Established history (16+ yrs).Established history (18+ yrs).Established history (20+ yrs).Oldest track record among peers (22 yrs).Established history (22+ yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 6.41% (top quartile).1Y return: 6.40% (upper mid).1Y return: 6.38% (upper mid).1Y return: 6.37% (lower mid).1Y return: 6.36% (bottom quartile).1Y return: 6.36% (bottom quartile).
Point 61M return: 0.53% (top quartile).1M return: 0.53% (bottom quartile).1M return: 0.53% (upper mid).1M return: 0.53% (upper mid).1M return: 0.52% (bottom quartile).1M return: 0.53% (lower mid).
Point 7Sharpe: 2.57 (top quartile).Sharpe: 2.51 (upper mid).Sharpe: 2.50 (lower mid).Sharpe: 2.40 (bottom quartile).Sharpe: 2.54 (upper mid).Sharpe: 2.42 (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): 6.47% (upper mid).Yield to maturity (debt): 6.33% (lower mid).Yield to maturity (debt): 6.45% (upper mid).Yield to maturity (debt): 6.49% (top quartile).Yield to maturity (debt): 6.31% (bottom quartile).Yield to maturity (debt): 6.32% (bottom quartile).
Point 10Modified duration: 0.18 yrs (bottom quartile).Modified duration: 0.17 yrs (upper mid).Modified duration: 0.18 yrs (lower mid).Modified duration: 0.18 yrs (bottom quartile).Modified duration: 0.16 yrs (upper mid).Modified duration: 0.12 yrs (top quartile).

Axis Liquid Fund

  • Upper mid AUM (₹56,438 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Low.
  • 1Y return: 6.41% (top quartile).
  • 1M return: 0.53% (top quartile).
  • Sharpe: 2.57 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.47% (upper mid).
  • Modified duration: 0.18 yrs (bottom quartile).

Edelweiss Liquid Fund

  • Bottom quartile AUM (₹13,796 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.40% (upper mid).
  • 1M return: 0.53% (bottom quartile).
  • Sharpe: 2.51 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.33% (lower mid).
  • Modified duration: 0.17 yrs (upper mid).

DSP Liquidity Fund

  • Lower mid AUM (₹22,962 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.38% (upper mid).
  • 1M return: 0.53% (upper mid).
  • Sharpe: 2.50 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.45% (upper mid).
  • Modified duration: 0.18 yrs (lower mid).

Aditya Birla Sun Life Liquid Fund

  • Highest AUM (₹68,800 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.37% (lower mid).
  • 1M return: 0.53% (upper mid).
  • Sharpe: 2.40 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.49% (top quartile).
  • Modified duration: 0.18 yrs (bottom quartile).

UTI Liquid Cash Plan

  • Upper mid AUM (₹26,728 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.36% (bottom quartile).
  • 1M return: 0.52% (bottom quartile).
  • Sharpe: 2.54 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.31% (bottom quartile).
  • Modified duration: 0.16 yrs (upper mid).

Invesco India Liquid Fund

  • Bottom quartile AUM (₹20,723 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.36% (bottom quartile).
  • 1M return: 0.53% (lower mid).
  • Sharpe: 2.42 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.32% (bottom quartile).
  • Modified duration: 0.12 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.
ICICI Prudential Corporate Bond Fund Growth ₹31.9218
↓ -0.02
₹30,2022.83.167.487.35%3Y 5M 23D6Y 14D Corporate Bond
ICICI Prudential Short Term Fund Growth ₹64.3349
↓ -0.03
₹19,2602.635.97.387.61%2Y 11M 5D4Y 10M 13D Short term Bond
Bandhan Banking & PSU Debt Fund Growth ₹26.2067
↓ -0.02
₹12,1302.73.15.76.97.16.99%2Y 5M 23D3Y 6M Banking & PSU Debt
Bandhan Corporate Bond Fund Growth ₹20.4728
↓ -0.02
₹13,6752.73.25.677.47.08%2Y 10M 13D4Y 5M 19D Corporate Bond
HDFC Short Term Debt Fund Growth ₹34.1031
↓ -0.03
₹15,0812.52.75.57.37.87.48%2Y 6M3Y 6M 18D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹4,004.58
↓ -4.30
₹15,1712.62.55.27.27.87.45%2Y 11M 19D4Y 9M 14D Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryICICI Prudential Corporate Bond FundICICI Prudential Short Term FundBandhan Banking & PSU Debt FundBandhan Corporate Bond FundHDFC Short Term Debt FundKotak Corporate Bond Fund Standard
Point 1Highest AUM (₹30,202 Cr).Upper mid AUM (₹19,260 Cr).Bottom quartile AUM (₹12,130 Cr).Bottom quartile AUM (₹13,675 Cr).Lower mid AUM (₹15,081 Cr).Upper mid AUM (₹15,171 Cr).
Point 2Established history (17+ yrs).Oldest track record among peers (24 yrs).Established history (13+ yrs).Established history (10+ yrs).Established history (16+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Not Rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 5.99% (top quartile).1Y return: 5.87% (upper mid).1Y return: 5.66% (upper mid).1Y return: 5.62% (lower mid).1Y return: 5.46% (bottom quartile).1Y return: 5.18% (bottom quartile).
Point 61M return: 0.33% (upper mid).1M return: 0.37% (top quartile).1M return: 0.34% (upper mid).1M return: 0.25% (lower mid).1M return: 0.19% (bottom quartile).1M return: 0.21% (bottom quartile).
Point 7Sharpe: 0.12 (top quartile).Sharpe: 0.06 (upper mid).Sharpe: -0.06 (lower mid).Sharpe: -0.09 (bottom quartile).Sharpe: -0.06 (upper mid).Sharpe: -0.26 (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): 7.35% (lower mid).Yield to maturity (debt): 7.61% (top quartile).Yield to maturity (debt): 6.99% (bottom quartile).Yield to maturity (debt): 7.08% (bottom quartile).Yield to maturity (debt): 7.48% (upper mid).Yield to maturity (debt): 7.45% (upper mid).
Point 10Modified duration: 3.48 yrs (bottom quartile).Modified duration: 2.93 yrs (lower mid).Modified duration: 2.48 yrs (top quartile).Modified duration: 2.87 yrs (upper mid).Modified duration: 2.50 yrs (upper mid).Modified duration: 2.97 yrs (bottom quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹30,202 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 5.99% (top quartile).
  • 1M return: 0.33% (upper mid).
  • Sharpe: 0.12 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.35% (lower mid).
  • Modified duration: 3.48 yrs (bottom quartile).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹19,260 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.87% (upper mid).
  • 1M return: 0.37% (top quartile).
  • Sharpe: 0.06 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.61% (top quartile).
  • Modified duration: 2.93 yrs (lower mid).

Bandhan Banking & PSU Debt Fund

  • Bottom quartile AUM (₹12,130 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.66% (upper mid).
  • 1M return: 0.34% (upper mid).
  • Sharpe: -0.06 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.99% (bottom quartile).
  • Modified duration: 2.48 yrs (top quartile).

Bandhan Corporate Bond Fund

  • Bottom quartile AUM (₹13,675 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 5.62% (lower mid).
  • 1M return: 0.25% (lower mid).
  • Sharpe: -0.09 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.08% (bottom quartile).
  • Modified duration: 2.87 yrs (upper mid).

HDFC Short Term Debt Fund

  • Lower mid AUM (₹15,081 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 5.46% (bottom quartile).
  • 1M return: 0.19% (bottom quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.48% (upper mid).
  • Modified duration: 2.50 yrs (upper mid).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹15,171 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 5.18% (bottom quartile).
  • 1M return: 0.21% (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.45% (upper mid).
  • Modified duration: 2.97 yrs (bottom quartile).

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 ₹43.7303
↓ -0.02
₹3,2803.13.58.69.91210.9 Medium term Bond
Kotak Medium Term Fund Growth ₹24.4884
↓ -0.02
₹1,91532.86.78.16.58.9 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹48.5534
↓ -0.02
₹5,48133.57.37.96.89 Medium term Bond
Axis Strategic Bond Fund Growth ₹30.1068
↓ -0.01
₹2,09833.36.67.96.88.2 Medium term Bond
Bandhan Government Securities Fund - Investment Plan Growth ₹37.5004
↓ -0.02
₹1,8753.65.38.17.55.93.7 Government Bond
SBI Magnum Medium Duration Fund Growth ₹54.8418
↓ -0.03
₹6,4983.23.46.67.46.37.5 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 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 (₹3,280 Cr).Bottom quartile AUM (₹1,915 Cr).Upper mid AUM (₹5,481 Cr).Lower mid AUM (₹2,098 Cr).Bottom quartile AUM (₹1,875 Cr).Highest AUM (₹6,498 Cr).
Point 2Established history (17+ yrs).Established history (12+ yrs).Established history (21+ yrs).Established history (14+ yrs).Established history (17+ yrs).Oldest track record among peers (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: 8.64% (top quartile).1Y return: 6.67% (lower mid).1Y return: 7.33% (upper mid).1Y return: 6.56% (bottom quartile).1Y return: 8.12% (upper mid).1Y return: 6.64% (bottom quartile).
Point 61M return: 0.38% (bottom quartile).1M return: 0.39% (lower mid).1M return: 0.58% (top quartile).1M return: 0.42% (upper mid).1M return: -0.06% (bottom quartile).1M return: 0.57% (upper mid).
Point 7Sharpe: 1.10 (top quartile).Sharpe: 0.34 (upper mid).Sharpe: 0.58 (upper mid).Sharpe: 0.33 (lower mid).Sharpe: 0.09 (bottom quartile).Sharpe: 0.18 (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): 8.05% (upper mid).Yield to maturity (debt): 8.20% (top quartile).Yield to maturity (debt): 8.06% (upper mid).Yield to maturity (debt): 8.02% (bottom quartile).Yield to maturity (debt): 7.37% (bottom quartile).Yield to maturity (debt): 8.05% (lower mid).
Point 10Modified duration: 3.14 yrs (upper mid).Modified duration: 2.98 yrs (top quartile).Modified duration: 3.34 yrs (bottom quartile).Modified duration: 3.27 yrs (lower mid).Modified duration: 11.43 yrs (bottom quartile).Modified duration: 3.07 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

  • Upper mid AUM (₹3,280 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 8.64% (top quartile).
  • 1M return: 0.38% (bottom quartile).
  • Sharpe: 1.10 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 8.05% (upper mid).
  • Modified duration: 3.14 yrs (upper mid).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,915 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.67% (lower mid).
  • 1M return: 0.39% (lower mid).
  • Sharpe: 0.34 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.20% (top quartile).
  • Modified duration: 2.98 yrs (top quartile).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,481 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.33% (upper mid).
  • 1M return: 0.58% (top quartile).
  • Sharpe: 0.58 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.06% (upper mid).
  • Modified duration: 3.34 yrs (bottom quartile).

Axis Strategic Bond Fund

  • Lower mid AUM (₹2,098 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.56% (bottom quartile).
  • 1M return: 0.42% (upper mid).
  • Sharpe: 0.33 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.02% (bottom quartile).
  • Modified duration: 3.27 yrs (lower mid).

Bandhan Government Securities Fund - Investment Plan

  • Bottom quartile AUM (₹1,875 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.12% (upper mid).
  • 1M return: -0.06% (bottom quartile).
  • Sharpe: 0.09 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.37% (bottom quartile).
  • Modified duration: 11.43 yrs (bottom quartile).

SBI Magnum Medium Duration Fund

  • Highest AUM (₹6,498 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.64% (bottom quartile).
  • 1M return: 0.57% (upper mid).
  • Sharpe: 0.18 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.05% (lower mid).
  • Modified duration: 3.07 yrs (upper 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 ₹105.561
↑ 0.30
₹40,03614.615.21.421.422.8-12.1 Mid Cap
HDFC Mid-Cap Opportunities Fund Growth ₹213.411
↑ 0.15
₹105,1437.15.39.719.320.66.8 Mid Cap
Invesco India Mid Cap Fund Growth ₹200.34
↑ 0.18
₹14,7219.811.48.724.420.46.3 Mid Cap
Nippon India Small Cap Fund Growth ₹186.219
↓ -0.02
₹78,9577.814.39.916.920.1-4.7 Small Cap
Edelweiss Mid Cap Fund Growth ₹110.588
↓ -0.02
₹18,6934.97.28.621.919.13.8 Mid Cap
IDBI Small Cap Fund Growth ₹35.1342
↑ 0.03
₹75812.322.617.519.118.8-13.4 Small Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities FundInvesco India Mid Cap FundNippon India Small Cap FundEdelweiss Mid Cap FundIDBI Small Cap Fund
Point 1Upper mid AUM (₹40,036 Cr).Highest AUM (₹105,143 Cr).Bottom quartile AUM (₹14,721 Cr).Upper mid AUM (₹78,957 Cr).Lower mid AUM (₹18,693 Cr).Bottom quartile AUM (₹758 Cr).
Point 2Established history (12+ yrs).Oldest track record among peers (19 yrs).Established history (19+ yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (9+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (lower mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 22.83% (top quartile).5Y return: 20.65% (upper mid).5Y return: 20.40% (upper mid).5Y return: 20.10% (lower mid).5Y return: 19.08% (bottom quartile).5Y return: 18.76% (bottom quartile).
Point 63Y return: 21.36% (upper mid).3Y return: 19.26% (lower mid).3Y return: 24.39% (top quartile).3Y return: 16.86% (bottom quartile).3Y return: 21.90% (upper mid).3Y return: 19.07% (bottom quartile).
Point 71Y return: 1.39% (bottom quartile).1Y return: 9.71% (upper mid).1Y return: 8.69% (lower mid).1Y return: 9.90% (upper mid).1Y return: 8.62% (bottom quartile).1Y return: 17.52% (top quartile).
Point 8Alpha: -9.71 (bottom quartile).Alpha: 0.12 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 0.80 (upper mid).Alpha: 0.40 (upper mid).Alpha: 4.12 (top quartile).
Point 9Sharpe: -0.24 (bottom quartile).Sharpe: 0.25 (lower mid).Sharpe: 0.29 (top quartile).Sharpe: 0.12 (bottom quartile).Sharpe: 0.27 (upper mid).Sharpe: 0.26 (upper mid).
Point 10Information ratio: 0.06 (upper mid).Information ratio: 0.06 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: -0.26 (bottom quartile).Information ratio: 0.68 (top quartile).Information ratio: -0.07 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹40,036 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.83% (top quartile).
  • 3Y return: 21.36% (upper mid).
  • 1Y return: 1.39% (bottom quartile).
  • Alpha: -9.71 (bottom quartile).
  • Sharpe: -0.24 (bottom quartile).
  • Information ratio: 0.06 (upper mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹105,143 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.65% (upper mid).
  • 3Y return: 19.26% (lower mid).
  • 1Y return: 9.71% (upper mid).
  • Alpha: 0.12 (lower mid).
  • Sharpe: 0.25 (lower mid).
  • Information ratio: 0.06 (upper mid).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹14,721 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.40% (upper mid).
  • 3Y return: 24.39% (top quartile).
  • 1Y return: 8.69% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.29 (top quartile).
  • Information ratio: 0.00 (lower mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹78,957 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.10% (lower mid).
  • 3Y return: 16.86% (bottom quartile).
  • 1Y return: 9.90% (upper mid).
  • Alpha: 0.80 (upper mid).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: -0.26 (bottom quartile).

Edelweiss Mid Cap Fund

  • Lower mid AUM (₹18,693 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.08% (bottom quartile).
  • 3Y return: 21.90% (upper mid).
  • 1Y return: 8.62% (bottom quartile).
  • Alpha: 0.40 (upper mid).
  • Sharpe: 0.27 (upper mid).
  • Information ratio: 0.68 (top quartile).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹758 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.76% (bottom quartile).
  • 3Y return: 19.07% (bottom quartile).
  • 1Y return: 17.52% (top quartile).
  • Alpha: 4.12 (top quartile).
  • Sharpe: 0.26 (upper mid).
  • Information ratio: -0.07 (bottom quartile).

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