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2021 के लिए सर्वश्रेष्ठ म्यूचुअल फंड रिटर्न

Updated on August 19, 2025 , 1093 views

म्यूचुअल फंड एक निवेश का तरीका है जो तब बनता है जब एक ही विचार को साझा करने वाले कई व्यक्ति एक साथ आते हैं और अपना पैसा निवेश करते हैं। म्यूचुअल फंड योजना तब इन व्यक्तियों की ओर से विभिन्न वित्तीय साधनों में निवेश करती है और लाभ कमाती है। म्यूचुअल फंड योजनाओं की विभिन्न श्रेणियां हैं जिन्हें व्यक्तियों की विविध आवश्यकताओं को पूरा करने के लिए डिज़ाइन किया गया है। म्यूचुअल फंड योजनाओं की व्यापक श्रेणियांइक्विटी फंड,डेट फंड, तथाहाइब्रिड फंड. 2021 में सभी स्कीम कैटेगरी का परफॉर्मेंस अच्छा रहा।म्यूचुअल फंड्स अपने निवेशकों के लिए अनुरूप रिटर्न अर्जित करने में सक्षम थे। तो, आइए 2021 के लिए इन योजनाओं के प्रदर्शन पर एक नजर डालते हैं।

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2021 के प्रदर्शन के आधार पर शीर्ष प्रदर्शन करने वाले इक्विटी फंड

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)2021 (%)2020 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹104.111
↓ -0.06
₹33,60957.141.710.755.89.3
LIC MF Infrastructure Fund Growth ₹48.6978
↓ -0.05
₹1,03847.844.47.946.6-0.1
Motilal Oswal Long Term Equity Fund Growth ₹50.731
↓ -0.38
₹4,40247.7371.832.18.8
Motilal Oswal Multicap 35 Fund Growth ₹61.8928
↓ -0.01
₹13,72745.731-315.310.3
Invesco India Mid Cap Fund Growth ₹184.33
↑ 0.20
₹7,80243.134.10.543.124.4
UTI Healthcare Fund Growth ₹296.152
↑ 1.14
₹1,14642.938.2-12.319.167.4
SBI Healthcare Opportunities Fund Growth ₹435.532
↑ 0.19
₹4,02742.238.2-620.165.8
TATA India Pharma & Healthcare Fund Growth ₹31.21
↑ 0.06
₹1,33940.436.6-819.164.4
IDBI Small Cap Fund Growth ₹29.8967
↑ 0.04
₹6184033.42.464.719
Bandhan Infrastructure Fund Growth ₹49.986
↓ -0.04
₹1,67639.350.31.764.86.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund LIC MF Infrastructure FundMotilal Oswal Long Term Equity FundMotilal Oswal Multicap 35 FundInvesco India Mid Cap FundUTI Healthcare FundSBI Healthcare Opportunities FundTATA India Pharma & Healthcare FundIDBI Small Cap FundBandhan Infrastructure Fund
Point 1Highest AUM (₹33,609 Cr).Bottom quartile AUM (₹1,038 Cr).Upper mid AUM (₹4,402 Cr).Top quartile AUM (₹13,727 Cr).Upper mid AUM (₹7,802 Cr).Bottom quartile AUM (₹1,146 Cr).Upper mid AUM (₹4,027 Cr).Lower mid AUM (₹1,339 Cr).Bottom quartile AUM (₹618 Cr).Lower mid AUM (₹1,676 Cr).
Point 2Established history (11+ yrs).Established history (17+ yrs).Established history (10+ yrs).Established history (11+ yrs).Established history (18+ yrs).Oldest track record among peers (26 yrs).Established history (20+ yrs).Established history (9+ yrs).Established history (8+ yrs).Established history (14+ yrs).
Point 3Rating: 3★ (upper mid).Not Rated.Not Rated.Top rated.Rating: 2★ (upper mid).Rating: 1★ (lower mid).Rating: 2★ (upper mid).Not Rated.Not Rated.Rating: 5★ (top quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 33.33% (top quartile).5Y return: 30.73% (upper mid).5Y return: 25.02% (lower mid).5Y return: 19.40% (bottom quartile).5Y return: 28.33% (upper mid).5Y return: 18.69% (bottom quartile).5Y return: 20.47% (lower mid).5Y return: 18.93% (bottom quartile).5Y return: 27.68% (upper mid).5Y return: 31.61% (top quartile).
Point 63Y return: 28.37% (top quartile).3Y return: 27.32% (upper mid).3Y return: 24.11% (bottom quartile).3Y return: 22.90% (bottom quartile).3Y return: 28.77% (top quartile).3Y return: 26.14% (lower mid).3Y return: 27.18% (upper mid).3Y return: 24.13% (lower mid).3Y return: 18.25% (bottom quartile).3Y return: 27.46% (upper mid).
Point 71Y return: 3.86% (upper mid).1Y return: -6.04% (bottom quartile).1Y return: -0.80% (lower mid).1Y return: 7.54% (upper mid).1Y return: 15.29% (top quartile).1Y return: 8.33% (upper mid).1Y return: 10.33% (top quartile).1Y return: 3.48% (lower mid).1Y return: -9.50% (bottom quartile).1Y return: -10.83% (bottom quartile).
Point 8Alpha: 3.70 (upper mid).Alpha: 1.35 (lower mid).Alpha: 11.36 (top quartile).Alpha: 10.18 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.67 (lower mid).Alpha: 3.04 (upper mid).Alpha: 2.48 (upper mid).Alpha: -3.30 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: -0.11 (lower mid).Sharpe: -0.30 (bottom quartile).Sharpe: 0.04 (lower mid).Sharpe: 0.11 (upper mid).Sharpe: 0.32 (upper mid).Sharpe: 0.43 (top quartile).Sharpe: 0.60 (top quartile).Sharpe: 0.16 (upper mid).Sharpe: -0.45 (bottom quartile).Sharpe: -0.69 (bottom quartile).
Point 10Information ratio: 0.44 (upper mid).Information ratio: 0.40 (upper mid).Information ratio: 0.92 (top quartile).Information ratio: 0.80 (top quartile).Information ratio: 0.00 (lower mid).Information ratio: -0.06 (bottom quartile).Information ratio: 0.38 (lower mid).Information ratio: 0.60 (upper mid).Information ratio: -0.66 (bottom quartile).Information ratio: 0.00 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.33% (top quartile).
  • 3Y return: 28.37% (top quartile).
  • 1Y return: 3.86% (upper mid).
  • Alpha: 3.70 (upper mid).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.44 (upper mid).

LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹1,038 Cr).
  • Established history (17+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 30.73% (upper mid).
  • 3Y return: 27.32% (upper mid).
  • 1Y return: -6.04% (bottom quartile).
  • Alpha: 1.35 (lower mid).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.40 (upper mid).

Motilal Oswal Long Term Equity Fund

  • Upper mid AUM (₹4,402 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.02% (lower mid).
  • 3Y return: 24.11% (bottom quartile).
  • 1Y return: -0.80% (lower mid).
  • Alpha: 11.36 (top quartile).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: 0.92 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Top quartile AUM (₹13,727 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.40% (bottom quartile).
  • 3Y return: 22.90% (bottom quartile).
  • 1Y return: 7.54% (upper mid).
  • Alpha: 10.18 (top quartile).
  • Sharpe: 0.11 (upper mid).
  • Information ratio: 0.80 (top quartile).

Invesco India Mid Cap Fund

  • Upper mid AUM (₹7,802 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.33% (upper mid).
  • 3Y return: 28.77% (top quartile).
  • 1Y return: 15.29% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.32 (upper mid).
  • Information ratio: 0.00 (lower mid).

UTI Healthcare Fund

  • Bottom quartile AUM (₹1,146 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.69% (bottom quartile).
  • 3Y return: 26.14% (lower mid).
  • 1Y return: 8.33% (upper mid).
  • Alpha: 0.67 (lower mid).
  • Sharpe: 0.43 (top quartile).
  • Information ratio: -0.06 (bottom quartile).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹4,027 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 20.47% (lower mid).
  • 3Y return: 27.18% (upper mid).
  • 1Y return: 10.33% (top quartile).
  • Alpha: 3.04 (upper mid).
  • Sharpe: 0.60 (top quartile).
  • Information ratio: 0.38 (lower mid).

TATA India Pharma & Healthcare Fund

  • Lower mid AUM (₹1,339 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.93% (bottom quartile).
  • 3Y return: 24.13% (lower mid).
  • 1Y return: 3.48% (lower mid).
  • Alpha: 2.48 (upper mid).
  • Sharpe: 0.16 (upper mid).
  • Information ratio: 0.60 (upper mid).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹618 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.68% (upper mid).
  • 3Y return: 18.25% (bottom quartile).
  • 1Y return: -9.50% (bottom quartile).
  • Alpha: -3.30 (bottom quartile).
  • Sharpe: -0.45 (bottom quartile).
  • Information ratio: -0.66 (bottom quartile).

Bandhan Infrastructure Fund

  • Lower mid AUM (₹1,676 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 31.61% (top quartile).
  • 3Y return: 27.46% (upper mid).
  • 1Y return: -10.83% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.69 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

2021 के प्रदर्शन के आधार पर शीर्ष प्रदर्शन करने वाले डेट फंड

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Credit Risk Fund Growth ₹22.6416
↑ 0.00
₹1,02311.96.97.17.6%2Y 29D3Y 29D
Bandhan Government Securities Fund - Investment Plan Growth ₹34.6845
↓ -0.04
₹3,32410.66.81.46.97%10Y 7M 2D21Y 5M 19D
Aditya Birla Sun Life Medium Term Plan Growth ₹40.2524
↑ 0.00
₹2,74410.56.924.87.44%3Y 6M 18D4Y 9M 4D
ICICI Prudential Long Term Bond Fund Growth ₹89.076
↓ -0.16
₹1,16910.16.81.37.02%9Y 2M 26D24Y 4M 24D
DSP Government Securities Fund Growth ₹94.941
↓ -0.06
₹1,89410.17.12.76.79%9Y 3M 4D23Y 5M 19D
Bandhan Dynamic Bond Fund Growth ₹33.3694
↓ -0.04
₹2,855106.416.97%10Y 7M 2D21Y 5M 1D
Axis Gilt Fund Growth ₹25.3295
↓ -0.05
₹619107.12.46.78%8Y 7M 24D22Y 8M 1D
Invesco India Gilt Fund Growth ₹2,801.76
↓ -4.47
₹537106.62.36.83%9Y 6M 4D23Y 11D
DSP Strategic Bond Fund Growth ₹3,338.38
↓ -3.15
₹1,5319.97.91.66.64%8Y 18D18Y 6M 22D
Edelweiss Government Securities Fund Growth ₹24.2978
↓ -0.03
₹1729.86.22.56.86%10Y 22D24Y 10M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryAditya Birla Sun Life Credit Risk FundBandhan Government Securities Fund - Investment PlanAditya Birla Sun Life Medium Term PlanICICI Prudential Long Term Bond FundDSP Government Securities FundBandhan Dynamic Bond FundAxis Gilt FundInvesco India Gilt FundDSP Strategic Bond FundEdelweiss Government Securities Fund
Point 1Lower mid AUM (₹1,023 Cr).Highest AUM (₹3,324 Cr).Upper mid AUM (₹2,744 Cr).Lower mid AUM (₹1,169 Cr).Upper mid AUM (₹1,894 Cr).Top quartile AUM (₹2,855 Cr).Bottom quartile AUM (₹619 Cr).Bottom quartile AUM (₹537 Cr).Upper mid AUM (₹1,531 Cr).Bottom quartile AUM (₹172 Cr).
Point 2Established history (10+ yrs).Established history (16+ yrs).Established history (16+ yrs).Oldest track record among peers (27 yrs).Established history (25+ yrs).Established history (16+ yrs).Established history (13+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (11+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Top rated.Rating: 4★ (top quartile).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 1★ (bottom quartile).Rating: 3★ (lower mid).Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 16.39% (top quartile).1Y return: 3.13% (bottom quartile).1Y return: 13.00% (top quartile).1Y return: 6.34% (upper mid).1Y return: 4.88% (upper mid).1Y return: 2.70% (bottom quartile).1Y return: 5.62% (upper mid).1Y return: 4.18% (bottom quartile).1Y return: 4.82% (lower mid).1Y return: 4.57% (lower mid).
Point 61M return: 0.42% (top quartile).1M return: -2.36% (bottom quartile).1M return: 0.11% (top quartile).1M return: -2.15% (bottom quartile).1M return: -1.77% (upper mid).1M return: -2.34% (bottom quartile).1M return: -1.81% (upper mid).1M return: -2.09% (lower mid).1M return: -1.62% (upper mid).1M return: -1.89% (lower mid).
Point 7Sharpe: 2.49 (top quartile).Sharpe: -0.04 (bottom quartile).Sharpe: 2.94 (top quartile).Sharpe: 0.69 (upper mid).Sharpe: 0.25 (upper mid).Sharpe: -0.14 (bottom quartile).Sharpe: 0.41 (upper mid).Sharpe: 0.10 (lower mid).Sharpe: 0.20 (lower mid).Sharpe: 0.07 (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 7.60% (top quartile).Yield to maturity (debt): 6.97% (upper mid).Yield to maturity (debt): 7.44% (top quartile).Yield to maturity (debt): 7.02% (upper mid).Yield to maturity (debt): 6.79% (bottom quartile).Yield to maturity (debt): 6.97% (upper mid).Yield to maturity (debt): 6.78% (bottom quartile).Yield to maturity (debt): 6.83% (lower mid).Yield to maturity (debt): 6.64% (bottom quartile).Yield to maturity (debt): 6.86% (lower mid).
Point 10Modified duration: 2.08 yrs (top quartile).Modified duration: 10.59 yrs (bottom quartile).Modified duration: 3.55 yrs (top quartile).Modified duration: 9.24 yrs (upper mid).Modified duration: 9.26 yrs (lower mid).Modified duration: 10.59 yrs (bottom quartile).Modified duration: 8.65 yrs (upper mid).Modified duration: 9.51 yrs (lower mid).Modified duration: 8.05 yrs (upper mid).Modified duration: 10.06 yrs (bottom quartile).

Aditya Birla Sun Life Credit Risk Fund

  • Lower mid AUM (₹1,023 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 16.39% (top quartile).
  • 1M return: 0.42% (top quartile).
  • Sharpe: 2.49 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.60% (top quartile).
  • Modified duration: 2.08 yrs (top quartile).

Bandhan Government Securities Fund - Investment Plan

  • Highest AUM (₹3,324 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 3.13% (bottom quartile).
  • 1M return: -2.36% (bottom quartile).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.97% (upper mid).
  • Modified duration: 10.59 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

  • Upper mid AUM (₹2,744 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 13.00% (top quartile).
  • 1M return: 0.11% (top quartile).
  • Sharpe: 2.94 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.44% (top quartile).
  • Modified duration: 3.55 yrs (top quartile).

ICICI Prudential Long Term Bond Fund

  • Lower mid AUM (₹1,169 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.34% (upper mid).
  • 1M return: -2.15% (bottom quartile).
  • Sharpe: 0.69 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.02% (upper mid).
  • Modified duration: 9.24 yrs (upper mid).

DSP Government Securities Fund

  • Upper mid AUM (₹1,894 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 4.88% (upper mid).
  • 1M return: -1.77% (upper mid).
  • Sharpe: 0.25 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.79% (bottom quartile).
  • Modified duration: 9.26 yrs (lower mid).

Bandhan Dynamic Bond Fund

  • Top quartile AUM (₹2,855 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 2.70% (bottom quartile).
  • 1M return: -2.34% (bottom quartile).
  • Sharpe: -0.14 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.97% (upper mid).
  • Modified duration: 10.59 yrs (bottom quartile).

Axis Gilt Fund

  • Bottom quartile AUM (₹619 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.62% (upper mid).
  • 1M return: -1.81% (upper mid).
  • Sharpe: 0.41 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.78% (bottom quartile).
  • Modified duration: 8.65 yrs (upper mid).

Invesco India Gilt Fund

  • Bottom quartile AUM (₹537 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 4.18% (bottom quartile).
  • 1M return: -2.09% (lower mid).
  • Sharpe: 0.10 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.83% (lower mid).
  • Modified duration: 9.51 yrs (lower mid).

DSP Strategic Bond Fund

  • Upper mid AUM (₹1,531 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 4.82% (lower mid).
  • 1M return: -1.62% (upper mid).
  • Sharpe: 0.20 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.64% (bottom quartile).
  • Modified duration: 8.05 yrs (upper mid).

Edelweiss Government Securities Fund

  • Bottom quartile AUM (₹172 Cr).
  • Established history (11+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 4.57% (lower mid).
  • 1M return: -1.89% (lower mid).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.86% (lower mid).
  • Modified duration: 10.06 yrs (bottom quartile).

2021 के प्रदर्शन के आधार पर शीर्ष प्रदर्शन करने वाले हाइब्रिड फंड

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)2021 (%)2020 (%)
JM Equity Hybrid Fund Growth ₹120.106
↓ -0.06
₹8412733.88.122.930.5
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38
₹1,25825.833.7-4.854.531.1
Kotak Equity Hybrid Fund Growth ₹62.791
↓ -0.13
₹7,86421.720.1528.915.4
Bandhan Hybrid Equity Fund Growth ₹26.214
↓ 0.00
₹1,0832120.4-1.130.813.9
UTI Multi Asset Fund Growth ₹74.557
↓ -0.03
₹5,90220.729.14.411.813.1
Edelweiss Multi Asset Allocation Fund Growth ₹63.78
↑ 0.08
₹2,99420.225.45.327.112.7
UTI Hybrid Equity Fund Growth ₹403.466
↑ 0.23
₹6,42219.725.55.630.513.2
BNP Paribas Substantial Equity Hybrid Fund Growth ₹27.8746
↑ 0.04
₹1,23019.3214.322.214.9
DSP Equity and Bond Fund Growth ₹357.913
↑ 0.54
₹11,43617.725.3-2.724.217
Franklin India Equity Hybrid Fund Growth ₹271.984
↑ 0.07
₹2,25617.722.54.723.813.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryJM Equity Hybrid FundBOI AXA Mid and Small Cap Equity and Debt FundKotak Equity Hybrid FundBandhan Hybrid Equity FundUTI Multi Asset FundEdelweiss Multi Asset Allocation FundUTI Hybrid Equity FundBNP Paribas Substantial Equity Hybrid FundDSP Equity and Bond FundFranklin India Equity Hybrid Fund
Point 1Bottom quartile AUM (₹841 Cr).Lower mid AUM (₹1,258 Cr).Top quartile AUM (₹7,864 Cr).Bottom quartile AUM (₹1,083 Cr).Upper mid AUM (₹5,902 Cr).Upper mid AUM (₹2,994 Cr).Upper mid AUM (₹6,422 Cr).Bottom quartile AUM (₹1,230 Cr).Highest AUM (₹11,436 Cr).Lower mid AUM (₹2,256 Cr).
Point 2Oldest track record among peers (30 yrs).Established history (9+ yrs).Established history (10+ yrs).Established history (8+ yrs).Established history (16+ yrs).Established history (16+ yrs).Established history (30+ yrs).Established history (8+ yrs).Established history (26+ yrs).Established history (25+ yrs).
Point 3Rating: 1★ (upper mid).Not Rated.Rating: 3★ (top quartile).Not Rated.Rating: 1★ (lower mid).Rating: 1★ (lower mid).Rating: 3★ (upper mid).Not Rated.Top rated.Rating: 3★ (upper mid).
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.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.09% (top quartile).5Y return: 23.38% (top quartile).5Y return: 19.47% (upper mid).5Y return: 18.06% (lower mid).5Y return: 15.50% (bottom quartile).5Y return: 19.58% (upper mid).5Y return: 19.56% (upper mid).5Y return: 16.39% (bottom quartile).5Y return: 16.96% (bottom quartile).5Y return: 17.80% (lower mid).
Point 63Y return: 20.40% (top quartile).3Y return: 19.71% (top quartile).3Y return: 15.22% (bottom quartile).3Y return: 15.23% (bottom quartile).3Y return: 18.65% (upper mid).3Y return: 17.42% (upper mid).3Y return: 16.28% (upper mid).3Y return: 14.21% (bottom quartile).3Y return: 15.65% (lower mid).3Y return: 15.25% (lower mid).
Point 71Y return: -6.65% (bottom quartile).1Y return: -3.38% (bottom quartile).1Y return: 2.92% (upper mid).1Y return: 7.21% (top quartile).1Y return: 3.37% (upper mid).1Y return: 3.66% (upper mid).1Y return: 1.58% (lower mid).1Y return: 0.70% (bottom quartile).1Y return: 5.45% (top quartile).1Y return: 2.88% (lower mid).
Point 81M return: -1.96% (bottom quartile).1M return: -2.24% (bottom quartile).1M return: 0.05% (top quartile).1M return: 0.70% (top quartile).1M return: -0.18% (upper mid).1M return: -0.11% (upper mid).1M return: -1.32% (bottom quartile).1M return: -0.72% (lower mid).1M return: -1.02% (lower mid).1M return: -0.16% (upper mid).
Point 9Alpha: -7.43 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (upper mid).Alpha: 6.44 (top quartile).Alpha: 0.00 (lower mid).Alpha: 1.29 (upper mid).Alpha: -0.36 (bottom quartile).Alpha: -1.51 (bottom quartile).Alpha: 2.89 (top quartile).Alpha: -0.16 (lower mid).
Point 10Sharpe: -0.92 (bottom quartile).Sharpe: -0.38 (lower mid).Sharpe: -0.28 (upper mid).Sharpe: 0.10 (top quartile).Sharpe: -0.27 (upper mid).Sharpe: -0.27 (upper mid).Sharpe: -0.42 (bottom quartile).Sharpe: -0.51 (bottom quartile).Sharpe: -0.08 (top quartile).Sharpe: -0.39 (lower mid).

JM Equity Hybrid Fund

  • Bottom quartile AUM (₹841 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.09% (top quartile).
  • 3Y return: 20.40% (top quartile).
  • 1Y return: -6.65% (bottom quartile).
  • 1M return: -1.96% (bottom quartile).
  • Alpha: -7.43 (bottom quartile).
  • Sharpe: -0.92 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

  • Lower mid AUM (₹1,258 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.38% (top quartile).
  • 3Y return: 19.71% (top quartile).
  • 1Y return: -3.38% (bottom quartile).
  • 1M return: -2.24% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.38 (lower mid).

Kotak Equity Hybrid Fund

  • Top quartile AUM (₹7,864 Cr).
  • Established history (10+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.47% (upper mid).
  • 3Y return: 15.22% (bottom quartile).
  • 1Y return: 2.92% (upper mid).
  • 1M return: 0.05% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.28 (upper mid).

Bandhan Hybrid Equity Fund

  • Bottom quartile AUM (₹1,083 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.06% (lower mid).
  • 3Y return: 15.23% (bottom quartile).
  • 1Y return: 7.21% (top quartile).
  • 1M return: 0.70% (top quartile).
  • Alpha: 6.44 (top quartile).
  • Sharpe: 0.10 (top quartile).

UTI Multi Asset Fund

  • Upper mid AUM (₹5,902 Cr).
  • Established history (16+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.50% (bottom quartile).
  • 3Y return: 18.65% (upper mid).
  • 1Y return: 3.37% (upper mid).
  • 1M return: -0.18% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.27 (upper mid).

Edelweiss Multi Asset Allocation Fund

  • Upper mid AUM (₹2,994 Cr).
  • Established history (16+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.58% (upper mid).
  • 3Y return: 17.42% (upper mid).
  • 1Y return: 3.66% (upper mid).
  • 1M return: -0.11% (upper mid).
  • Alpha: 1.29 (upper mid).
  • Sharpe: -0.27 (upper mid).

UTI Hybrid Equity Fund

  • Upper mid AUM (₹6,422 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.56% (upper mid).
  • 3Y return: 16.28% (upper mid).
  • 1Y return: 1.58% (lower mid).
  • 1M return: -1.32% (bottom quartile).
  • Alpha: -0.36 (bottom quartile).
  • Sharpe: -0.42 (bottom quartile).

BNP Paribas Substantial Equity Hybrid Fund

  • Bottom quartile AUM (₹1,230 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.39% (bottom quartile).
  • 3Y return: 14.21% (bottom quartile).
  • 1Y return: 0.70% (bottom quartile).
  • 1M return: -0.72% (lower mid).
  • Alpha: -1.51 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).

DSP Equity and Bond Fund

  • Highest AUM (₹11,436 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.96% (bottom quartile).
  • 3Y return: 15.65% (lower mid).
  • 1Y return: 5.45% (top quartile).
  • 1M return: -1.02% (lower mid).
  • Alpha: 2.89 (top quartile).
  • Sharpe: -0.08 (top quartile).

Franklin India Equity Hybrid Fund

  • Lower mid AUM (₹2,256 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.80% (lower mid).
  • 3Y return: 15.25% (lower mid).
  • 1Y return: 2.88% (lower mid).
  • 1M return: -0.16% (upper mid).
  • Alpha: -0.16 (lower mid).
  • Sharpe: -0.39 (lower mid).

सर्वश्रेष्ठ म्युचुअल फंड का चयन कैसे करें?

चयन की प्रक्रियासर्वश्रेष्ठ म्युचुअल फंड निम्नानुसार हैं।

  • निवेश उद्देश्य: व्यक्ति किसी विशेष उद्देश्य को पूरा करने के लिए कोई भी निवेश करते हैं। इसलिए यह तय करना जरूरी है कि निवेश क्यों किया जा रहा है। कुछ उद्देश्य जिनके लिए व्यक्तिम्युचुअल फंड में निवेश घर खरीद रहे हैं, वाहन खरीद रहे हैं,सेवानिवृत्ति योजना, शादी की योजना बना रहे हैं, और भी बहुत कुछ।

  • कार्यकाल, अपेक्षित प्रतिफल, और जोखिम-भूख: एक बार जब आप निवेश का उद्देश्य निर्धारित कर लेते हैं, तो अगला कदम अपेक्षित रिटर्न और जोखिम-भूख के साथ निवेश की अवधि निर्धारित करना होता है। व्यक्तियों को यह तय करना चाहिए कि उन्हें किस अवधि तक निवेश करना है। कार्यकाल के साथ, व्यक्तियों को अपेक्षित रिटर्न और जोखिम-भूख की भी जांच करनी चाहिए। तीन मापदंडों को निर्धारित करने से आपको यह तय करने में मदद मिलेगी कि आप किस प्रकार की योजना में निवेश करना चुन सकते हैं।

  • म्यूचुअल फंड योजना के बारे में विवरण देखें: निवेश करने के लिए योजना का प्रकार तय करने के बाद, व्यक्तियों को योजना के बारे में समझना चाहिए। लोगों को योजना के विभिन्न पहलुओं की जांच करनी चाहिए जैसे कि फंड की आयु, उसका एयूएम या योजना का परिसंपत्ति का आकार, व्यय अनुपात और फंड का प्रदर्शन। इन मापदंडों के साथ, व्यक्तियों को योजना का प्रबंधन करने वाले फंड मैनेजर की साख की भी जांच करनी चाहिए।

  • फंड हाउस की साख की जाँच करें: म्यूचुअल फंड योजना के विवरण का आकलन करने के अलावा, व्यक्तियों को फंड हाउस या एसेट मैनेजमेंट कंपनी की साख की भी जांच करनी चाहिए (एएमसी) ऐसा इसलिए है, क्योंकि यह फंड हाउस है जो योजनाओं के प्रबंधन के लिए जिम्मेदार है। नतीजतन, फंड हाउस भी योजना के प्रदर्शन के लिए जिम्मेदार है।

  • नियमित रूप से अपने निवेश की समीक्षा करें: अभी - अभीनिवेश काफी नहीं है। व्यक्तियों को म्यूचुअल फंड में निवेश करने के बाद पीछे नहीं हटना चाहिए। उन्हें नियमित रूप से और समयबद्ध तरीके से अपने निवेश की समीक्षा करनी चाहिए ताकि वे अपने निवेश पर अधिकतम रिटर्न अर्जित कर सकें।

Disclaimer:
यहां दी गई जानकारी की सत्यता सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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