+91-22-48913909लंबी अवधि के लिए निवेश करने के लिए सर्वश्रेष्ठ म्युचुअल फंड
अगर आप लंबी अवधि के निवेश की योजना बना रहे हैं, तोम्यूचुअल फंड्स विचार किया जाना चाहिए! म्यूचुअल फंड एक बेहतरीन निवेश विकल्प है जो लंबे समय में अपने पैसे का मूल्य बढ़ाना चाहता है। हालांकि, लंबी अवधि की अवधि के लिए ऐसी कोई समय सीमा नहीं है, लेकिन यह आमतौर पर पांच साल से अधिक हो सकती है। तो, आइए देखते हैं इनमें से कुछसर्वश्रेष्ठ म्युचुअल फंड लंबी अवधि के निवेश के लिए।
बेस्ट लॉन्ग टर्म म्यूचुअल फंड
लंबी अवधि का निवेश कई मायनों में जरूरी है। यह धन सृजन में मदद करता है,सेवानिवृत्ति योजना, और कोई उनमें से अधिकांश की योजना बना सकता हैवित्तीय लक्ष्यों जैसे घर/कार खरीदना, बच्चे की शिक्षा, अंतरराष्ट्रीय यात्राएं, या कोई अन्य संपत्ति। लंबी अवधि के लिए सबसे बेहतर सलाह इक्विटी म्यूचुअल फंड है। ये फंड अपने लॉन्ग टर्म वेल्थ क्रिएशन के लिए जाने जाते हैं।
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इक्विटी शेयरों और कंपनियों के शेयरों में निवेश करते हैं। आप इन फंडों में जितना अधिक समय तक निवेश करेंगे, आपको अच्छा रिटर्न मिलने की संभावना उतनी ही अधिक होगी। लेकिन, किसी को हमेशा याद रखना चाहिए कि 'उच्च रिटर्न के साथ उच्च जोखिम', इक्विटी जोखिम भरा फंड हो सकता है। फिर भी, अगर अच्छी तरह से और लंबी अवधि के लिए योजना बनाई जाए, तो कोई अच्छा रिटर्न प्राप्त कर सकता है और अपने दीर्घकालिक लक्ष्यों को प्राप्त कर सकता है।
निवेश मेंसर्वश्रेष्ठ इक्विटी म्युचुअल फंड के कई फायदे हो सकते हैं जैसे:
विविधता
बेस्ट के साथइक्विटी फ़ंड निवेशक नियमित रूप से निवेश करके अपने पोर्टफोलियो में विविधता ला सकते हैं। इसका मतलब है कि वे विभिन्न आर्थिक क्षेत्रों के इक्विटी शेयरों में निवेश कर सकते हैं। लार्ज-कैप जैसे कई इक्विटी फंड हैं,मध्यम दर्जे की कंपनियों के शेयर, बहु-सिर,छोटी टोपी, आदि। इसलिए, भले ही कोई विशेष स्टॉक मूल्य में गिर जाता है, अन्य लोग उस नुकसान की भरपाई करने में मदद कर सकते हैं, जो इस बात पर निर्भर करता है किमंडी परिस्थिति।
लिक्विडिटी
चूंकि हर दिन सभी प्रमुख एक्सचेंजों में शेयरों का सक्रिय रूप से कारोबार होता है, यह इक्विटी फंड को अत्यधिक तरल निवेश बनाता है। यह निवेशकों को बाजार की स्थिति के आधार पर अपने शेयरों को खरीदने और बेचने की सुविधा प्रदान करता है। इक्विटी म्यूचुअल फंड में निवेश करने से आमतौर पर पैसा आपके खाते में जमा हो जाता हैबैंक तीन दिन में हिसाब
लाभांश आय
ब्लू-चिप कंपनियों में निवेश करने से निवेशकों को स्थिर कमाई करने में मदद मिल सकती हैआय लाभांश के रूप में। ऐसी अधिकांश कंपनियां आमतौर पर अस्थिर बाजार स्थितियों में भी नियमित लाभांश का भुगतान करती हैं, आमतौर पर त्रैमासिक भुगतान किया जाता है। एक विविध पोर्टफोलियो होने से निवेशकों को वर्ष में एक स्थिर लाभांश आय मिल सकती है।
लंबी अवधि के लिए निवेश करने के लिए सर्वश्रेष्ठ म्युचुअल फंड
बेस्ट मल्टी कैप इक्विटी फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Standard Multicap Fund Growth ₹84.325
↑ 1.23 ₹54,839 500 -4.2 -2.9 1.1 14.6 12.6 9.5 Mirae Asset India Equity Fund Growth ₹109.473
↑ 1.33 ₹38,239 1,000 -4.4 -6.3 -1.2 10.7 10.1 10.2 Motilal Oswal Multicap 35 Fund Growth ₹56.5801
↑ 0.66 ₹12,770 500 0 -8.5 -5.2 18.4 12 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,857.73
↑ 19.49 ₹25,632 100 -0.4 -0.5 5.7 17.3 13.2 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Highest AUM (₹54,839 Cr). Upper mid AUM (₹38,239 Cr). Bottom quartile AUM (₹12,770 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹25,632 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (12+ yrs). Established history (20+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (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 High. Risk profile: Moderately High. Point 5 5Y return: 12.58% (lower mid). 5Y return: 10.06% (bottom quartile). 5Y return: 11.99% (bottom quartile). 5Y return: 13.57% (top quartile). 5Y return: 13.16% (upper mid). Point 6 3Y return: 14.63% (bottom quartile). 3Y return: 10.75% (bottom quartile). 3Y return: 18.42% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 17.27% (lower mid). Point 7 1Y return: 1.06% (lower mid). 1Y return: -1.21% (bottom quartile). 1Y return: -5.16% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 5.72% (upper mid). Point 8 Alpha: 0.20 (upper mid). Alpha: -0.60 (bottom quartile). Alpha: -6.56 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.35 (top quartile). Point 9 Sharpe: 0.01 (lower mid). Sharpe: -0.20 (bottom quartile). Sharpe: -0.37 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.13 (upper mid). Point 10 Information ratio: -0.09 (bottom quartile). Information ratio: -0.68 (bottom quartile). Information ratio: 0.45 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.07 (top quartile). Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
बेस्ट ईएलएसएस (टैक्स सेविंग म्यूचुअल फंड)
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 ₹45.3809
↑ 0.49 ₹4,519 500 -1.7 -1.3 4.5 15.4 13.5 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹151.302
↑ 1.74 ₹6,835 500 -2.9 -3.4 1.1 12.8 12.9 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹60.27
↑ 0.75 ₹14,378 500 -2.1 -3.3 3 14.1 9.3 9.3 DSP Tax Saver Fund Growth ₹136.957
↑ 1.97 ₹16,337 500 -5.1 -4.1 -0.9 17.2 14.1 7.5 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Bottom quartile AUM (₹4,519 Cr). Lower mid AUM (₹6,835 Cr). Upper mid AUM (₹14,378 Cr). Highest AUM (₹16,337 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (19+ yrs). Oldest track record among peers (25 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.54% (lower mid). 5Y return: 12.92% (bottom quartile). 5Y return: 9.28% (bottom quartile). 5Y return: 14.11% (upper mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 15.43% (lower mid). 3Y return: 12.84% (bottom quartile). 3Y return: 14.12% (bottom quartile). 3Y return: 17.24% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 4.53% (upper mid). 1Y return: 1.10% (bottom quartile). 1Y return: 3.01% (lower mid). 1Y return: -0.88% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: 3.49 (top quartile). Alpha: -0.80 (bottom quartile). Alpha: 1.88 (upper mid). Alpha: -3.36 (bottom quartile). Alpha: 1.75 (lower mid). Point 9 Sharpe: 0.18 (upper mid). Sharpe: -0.07 (bottom quartile). Sharpe: 0.10 (lower mid). Sharpe: -0.19 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 0.09 (upper mid). Information ratio: -0.34 (bottom quartile). Information ratio: -0.21 (bottom quartile). Information ratio: 0.72 (top quartile). Information ratio: -0.15 (lower mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
Aditya Birla Sun Life Tax Relief '96
DSP Tax Saver Fund
HDFC Long Term Advantage Fund
बेस्ट लार्ज कैप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Bluechip Fund Growth ₹92.2276
↑ 0.95 ₹53,468 500 -3.6 -2.8 1 11.6 11.5 9.7 Indiabulls Blue Chip Fund Growth ₹42.09
↑ 0.58 ₹128 500 -4.9 -4.8 0.5 11.9 10.6 7.5 Nippon India Large Cap Fund Growth ₹88.8513
↑ 0.93 ₹51,690 100 -4.6 -4.6 0.1 15.2 15.8 9.2 JM Core 11 Fund Growth ₹19.1211
↑ 0.24 ₹280 500 -1.9 -5.6 0 14.9 13.4 -1.9 ICICI Prudential Bluechip Fund Growth ₹107.36
↑ 1.22 ₹75,650 100 -5.4 -6.6 -1.4 15 13.9 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Bluechip Fund Indiabulls Blue Chip Fund Nippon India Large Cap Fund JM Core 11 Fund ICICI Prudential Bluechip Fund Point 1 Upper mid AUM (₹53,468 Cr). Bottom quartile AUM (₹128 Cr). Lower mid AUM (₹51,690 Cr). Bottom quartile AUM (₹280 Cr). Highest AUM (₹75,650 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (14+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (18+ 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 11.52% (bottom quartile). 5Y return: 10.59% (bottom quartile). 5Y return: 15.81% (top quartile). 5Y return: 13.42% (lower mid). 5Y return: 13.89% (upper mid). Point 6 3Y return: 11.63% (bottom quartile). 3Y return: 11.95% (bottom quartile). 3Y return: 15.23% (top quartile). 3Y return: 14.86% (lower mid). 3Y return: 14.96% (upper mid). Point 7 1Y return: 0.98% (top quartile). 1Y return: 0.53% (upper mid). 1Y return: 0.13% (lower mid). 1Y return: -0.04% (bottom quartile). 1Y return: -1.39% (bottom quartile). Point 8 Alpha: 0.94 (lower mid). Alpha: 2.00 (top quartile). Alpha: 1.61 (upper mid). Alpha: -0.70 (bottom quartile). Alpha: -1.90 (bottom quartile). Point 9 Sharpe: -0.11 (bottom quartile). Sharpe: -0.05 (top quartile). Sharpe: -0.07 (lower mid). Sharpe: -0.06 (upper mid). Sharpe: -0.29 (bottom quartile). Point 10 Information ratio: -0.32 (bottom quartile). Information ratio: -0.23 (bottom quartile). Information ratio: 1.16 (top quartile). Information ratio: 0.19 (lower mid). Information ratio: 0.86 (upper mid). SBI Bluechip Fund
Indiabulls Blue Chip Fund
Nippon India Large Cap Fund
JM Core 11 Fund
ICICI Prudential Bluechip Fund
बेस्ट मिड कैप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Emerging Equity Scheme Growth ₹140.479
↑ 1.24 ₹63,539 1,000 2.2 3.2 9.9 21.3 18.3 1.8 Sundaram Mid Cap Fund Growth ₹1,442.27
↑ 10.71 ₹13,378 100 0.9 0.8 8.5 23.6 19.3 4.1 Taurus Discovery (Midcap) Fund Growth ₹118.38
↑ 1.61 ₹123 1,000 1.9 -3.4 -0.5 13.8 12.6 0.8 BNP Paribas Mid Cap Fund Growth ₹109.863
↑ 0.87 ₹2,389 300 3.3 5.3 11.7 21.7 17.6 2.5 Edelweiss Mid Cap Fund Growth ₹106.426
↑ 0.93 ₹15,911 500 2.7 2.9 9.3 24.7 20.1 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund BNP Paribas Mid Cap Fund Edelweiss Mid Cap Fund Point 1 Highest AUM (₹63,539 Cr). Lower mid AUM (₹13,378 Cr). Bottom quartile AUM (₹123 Cr). Bottom quartile AUM (₹2,389 Cr). Upper mid AUM (₹15,911 Cr). Point 2 Established history (19+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (20+ yrs). Established history (18+ 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 18.30% (lower mid). 5Y return: 19.33% (upper mid). 5Y return: 12.64% (bottom quartile). 5Y return: 17.58% (bottom quartile). 5Y return: 20.13% (top quartile). Point 6 3Y return: 21.28% (bottom quartile). 3Y return: 23.55% (upper mid). 3Y return: 13.83% (bottom quartile). 3Y return: 21.65% (lower mid). 3Y return: 24.74% (top quartile). Point 7 1Y return: 9.91% (upper mid). 1Y return: 8.45% (bottom quartile). 1Y return: -0.46% (bottom quartile). 1Y return: 11.68% (top quartile). 1Y return: 9.27% (lower mid). Point 8 Alpha: 2.55 (top quartile). Alpha: 0.31 (lower mid). Alpha: -7.78 (bottom quartile). Alpha: 1.99 (upper mid). Alpha: -0.24 (bottom quartile). Point 9 Sharpe: 0.46 (top quartile). Sharpe: 0.36 (lower mid). Sharpe: -0.03 (bottom quartile). Sharpe: 0.46 (upper mid). Sharpe: 0.33 (bottom quartile). Point 10 Information ratio: -0.31 (lower mid). Information ratio: 0.26 (upper mid). Information ratio: -1.86 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: 0.31 (top quartile). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
BNP Paribas Mid Cap Fund
Edelweiss Mid Cap Fund
बेस्ट स्मॉल कैप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹91.6148
↑ 1.20 ₹5,253 1,000 8 6.4 10.7 18.1 14.3 -3.7 SBI Small Cap Fund Growth ₹167.971
↑ 1.24 ₹37,141 500 3.8 -0.7 0.6 12.8 13.7 -4.9 DSP Small Cap Fund Growth ₹205.973
↑ 1.83 ₹17,906 500 5.5 5.4 10 20.1 18.2 -2.8 Nippon India Small Cap Fund Growth ₹174.211
↑ 1.48 ₹72,673 100 6.9 3.9 6.2 20.2 21.3 -4.7 Franklin India Smaller Companies Fund Growth ₹170.793
↑ 2.09 ₹13,850 500 5.2 1.8 0.6 17.7 18.3 -8.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Franklin India Smaller Companies Fund Point 1 Bottom quartile AUM (₹5,253 Cr). Upper mid AUM (₹37,141 Cr). Lower mid AUM (₹17,906 Cr). Highest AUM (₹72,673 Cr). Bottom quartile AUM (₹13,850 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (15+ yrs). Oldest track record among peers (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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.27% (bottom quartile). 5Y return: 13.75% (bottom quartile). 5Y return: 18.21% (lower mid). 5Y return: 21.26% (top quartile). 5Y return: 18.27% (upper mid). Point 6 3Y return: 18.10% (lower mid). 3Y return: 12.83% (bottom quartile). 3Y return: 20.09% (upper mid). 3Y return: 20.24% (top quartile). 3Y return: 17.68% (bottom quartile). Point 7 1Y return: 10.66% (top quartile). 1Y return: 0.64% (bottom quartile). 1Y return: 9.95% (upper mid). 1Y return: 6.25% (lower mid). 1Y return: 0.55% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.91 (top quartile). Alpha: -1.42 (bottom quartile). Point 9 Sharpe: 0.46 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: 0.60 (top quartile). Sharpe: 0.29 (lower mid). Sharpe: 0.19 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.16 (bottom quartile). Information ratio: -0.47 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
Franklin India Smaller Companies Fund
बेस्ट सेक्टर फंड्स
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP Natural Resources and New Energy Fund Growth ₹111.427
↓ -0.04 ₹2,343 500 2.9 17.3 26.8 24.5 17.6 17.5 Franklin Build India Fund Growth ₹146.366
↑ 1.83 ₹3,214 500 -2.5 1.7 5.8 25 21.7 3.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹61.34
↑ 1.19 ₹3,541 1,000 -5.6 -3.9 2.5 13.2 11.8 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹129.37
↑ 2.16 ₹10,589 100 -7 -6.6 -2.4 11.6 10.5 15.9 Bandhan Infrastructure Fund Growth ₹48.668
↑ 0.50 ₹1,502 100 2.3 0 -3 21.6 19.7 -6.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Franklin Build India Fund Aditya Birla Sun Life Banking And Financial Services Fund ICICI Prudential Banking and Financial Services Fund Bandhan Infrastructure Fund Point 1 Bottom quartile AUM (₹2,343 Cr). Lower mid AUM (₹3,214 Cr). Upper mid AUM (₹3,541 Cr). Highest AUM (₹10,589 Cr). Bottom quartile AUM (₹1,502 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (15+ 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: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 17.64% (lower mid). 5Y return: 21.71% (top quartile). 5Y return: 11.76% (bottom quartile). 5Y return: 10.48% (bottom quartile). 5Y return: 19.71% (upper mid). Point 6 3Y return: 24.51% (upper mid). 3Y return: 25.00% (top quartile). 3Y return: 13.19% (bottom quartile). 3Y return: 11.59% (bottom quartile). 3Y return: 21.64% (lower mid). Point 7 1Y return: 26.78% (top quartile). 1Y return: 5.84% (upper mid). 1Y return: 2.54% (lower mid). 1Y return: -2.37% (bottom quartile). 1Y return: -3.02% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 4.98 (top quartile). Alpha: -1.72 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.74 (top quartile). Sharpe: 0.37 (upper mid). Sharpe: 0.03 (bottom quartile). Sharpe: -0.29 (bottom quartile). Sharpe: 0.06 (lower mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.50 (top quartile). Information ratio: 0.20 (upper mid). Information ratio: 0.00 (bottom quartile). DSP Natural Resources and New Energy Fund
Franklin Build India Fund
Aditya Birla Sun Life Banking And Financial Services Fund
ICICI Prudential Banking and Financial Services Fund
Bandhan Infrastructure Fund
बेस्ट फोकस्ड फंड्स
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Focused 25 Fund Growth ₹51.72
↑ 0.43 ₹10,794 500 -2.5 -6.3 -4.6 9.2 5.6 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹142.314
↑ 1.59 ₹7,745 1,000 -3 -3.6 1.8 15.1 12.5 10.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Motilal Oswal Focused 25 Fund Growth ₹46.0089
↑ 0.53 ₹1,509 500 7.1 5.3 8.5 10.9 8.5 -1.7 HDFC Focused 30 Fund Growth ₹224.06
↑ 3.27 ₹26,182 300 -7.1 -6.1 -1 17.6 18.8 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund Motilal Oswal Focused 25 Fund HDFC Focused 30 Fund Point 1 Upper mid AUM (₹10,794 Cr). Lower mid AUM (₹7,745 Cr). Bottom quartile AUM (₹1,354 Cr). Bottom quartile AUM (₹1,509 Cr). Highest AUM (₹26,182 Cr). Point 2 Established history (13+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (13+ yrs). Established history (21+ 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 High. Risk profile: Moderately High. Point 5 5Y return: 5.57% (bottom quartile). 5Y return: 12.52% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 8.52% (bottom quartile). 5Y return: 18.84% (top quartile). Point 6 3Y return: 9.22% (bottom quartile). 3Y return: 15.14% (lower mid). 3Y return: 17.03% (upper mid). 3Y return: 10.92% (bottom quartile). 3Y return: 17.59% (top quartile). Point 7 1Y return: -4.56% (bottom quartile). 1Y return: 1.78% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 8.49% (upper mid). 1Y return: -1.03% (bottom quartile). Point 8 Alpha: -6.81 (bottom quartile). Alpha: -0.57 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 11.60 (top quartile). Alpha: -3.83 (lower mid). Point 9 Sharpe: -0.40 (bottom quartile). Sharpe: -0.04 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.53 (upper mid). Sharpe: -0.25 (bottom quartile). Point 10 Information ratio: -0.98 (bottom quartile). Information ratio: 0.09 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: -0.46 (lower mid). Information ratio: 0.51 (top quartile). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
Motilal Oswal Focused 25 Fund
HDFC Focused 30 Fund
बेस्ट वैल्यू फंड्स
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata Equity PE Fund Growth ₹343.912
↑ 4.58 ₹8,592 150 -3.5 -4 1.1 16.1 15.2 3.7 JM Value Fund Growth ₹91.9333
↑ 1.41 ₹826 500 -1 -5.1 -4.8 16.9 16 -4.4 Aditya Birla Sun Life Pure Value Fund Growth ₹132.302
↑ 1.67 ₹6,388 1,000 3.6 3.9 8.6 19.6 15.2 2.6 HDFC Capital Builder Value Fund Growth ₹750.445
↑ 8.96 ₹7,324 300 -1.9 -2.3 3.9 18 15.3 8.6 Bandhan Sterling Value Fund Growth ₹144.907
↑ 1.64 ₹9,907 100 -3.4 -4 -0.9 13.9 14.8 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund Bandhan Sterling Value Fund Point 1 Upper mid AUM (₹8,592 Cr). Bottom quartile AUM (₹826 Cr). Bottom quartile AUM (₹6,388 Cr). Lower mid AUM (₹7,324 Cr). Highest AUM (₹9,907 Cr). Point 2 Established history (21+ yrs). Established history (29+ yrs). Established history (18+ yrs). Oldest track record among peers (32 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.19% (bottom quartile). 5Y return: 15.97% (top quartile). 5Y return: 15.21% (lower mid). 5Y return: 15.27% (upper mid). 5Y return: 14.83% (bottom quartile). Point 6 3Y return: 16.13% (bottom quartile). 3Y return: 16.92% (lower mid). 3Y return: 19.58% (top quartile). 3Y return: 17.96% (upper mid). 3Y return: 13.89% (bottom quartile). Point 7 1Y return: 1.05% (lower mid). 1Y return: -4.79% (bottom quartile). 1Y return: 8.58% (top quartile). 1Y return: 3.87% (upper mid). 1Y return: -0.91% (bottom quartile). Point 8 Alpha: 0.14 (lower mid). Alpha: -2.81 (bottom quartile). Alpha: 6.63 (top quartile). Alpha: 1.67 (upper mid). Alpha: -2.52 (bottom quartile). Point 9 Sharpe: 0.00 (lower mid). Sharpe: -0.15 (bottom quartile). Sharpe: 0.32 (top quartile). Sharpe: 0.09 (upper mid). Sharpe: -0.17 (bottom quartile). Point 10 Information ratio: 0.49 (lower mid). Information ratio: 0.39 (bottom quartile). Information ratio: 0.64 (upper mid). Information ratio: 1.44 (top quartile). Information ratio: 0.09 (bottom quartile). Tata Equity PE Fund
JM Value Fund
Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value Fund
Bandhan Sterling Value Fund
बेस्ट डिविडेंड यील्ड फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹53.12
↑ 0.69 ₹6,458 100 -3.5 -2.6 3.3 20.2 19.6 11.8 Templeton India Equity Income Fund Growth ₹136.353
↑ 0.24 ₹2,306 500 -3.4 -1.8 -0.7 14.6 15.3 1.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹452.82
↓ -0.76 ₹1,475 1,000 -1.6 0.1 4.4 17.2 16 2.3 UTI Dividend Yield Fund Growth ₹174.966
↑ 1.71 ₹3,750 500 -4 -2.9 1.4 17.4 14.2 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 May 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Dividend Yield Equity Fund Templeton India Equity Income Fund Aditya Birla Sun Life Dividend Yield Fund UTI Dividend Yield Fund Point 1 Highest AUM (₹6,458 Cr). Lower mid AUM (₹2,306 Cr). Bottom quartile AUM (₹1,475 Cr). Upper mid AUM (₹3,750 Cr). Point 2 Established history (12+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.64% (top quartile). 5Y return: 15.30% (lower mid). 5Y return: 16.01% (upper mid). 5Y return: 14.17% (bottom quartile). Point 6 3Y return: 20.20% (top quartile). 3Y return: 14.56% (bottom quartile). 3Y return: 17.16% (lower mid). 3Y return: 17.44% (upper mid). Point 7 1Y return: 3.33% (upper mid). 1Y return: -0.73% (bottom quartile). 1Y return: 4.38% (top quartile). 1Y return: 1.36% (lower mid). Point 8 Alpha: -0.79 (upper mid). Alpha: -3.59 (bottom quartile). Alpha: 4.21 (top quartile). Alpha: -1.00 (lower mid). Point 9 Sharpe: -0.06 (upper mid). Sharpe: -0.25 (bottom quartile). Sharpe: 0.24 (top quartile). Sharpe: -0.07 (lower mid). Point 10 Information ratio: 1.12 (top quartile). Information ratio: -0.05 (bottom quartile). Information ratio: 0.47 (lower mid). Information ratio: 0.76 (upper mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
Aditya Birla Sun Life Dividend Yield Fund
UTI Dividend Yield Fund
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