+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 ₹85.99
↓ -1.10 ₹56,479 500 -1.5 2.9 20.1 17.6 13.4 9.5 Mirae Asset India Equity Fund Growth ₹111.682
↓ -1.58 ₹40,371 1,000 -5.1 -0.2 13.8 13.2 10.8 10.2 Motilal Oswal Multicap 35 Fund Growth ₹55.6633
↓ -0.67 ₹13,180 500 -10.4 -11.1 5.5 20.4 11.8 -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 ₹1,823.82
↓ -25.54 ₹24,700 100 -2.8 3.1 18.9 18.6 13.8 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Mar 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 (₹56,479 Cr). Upper mid AUM (₹40,371 Cr). Bottom quartile AUM (₹13,180 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹24,700 Cr). Point 2 Established history (16+ yrs). Established history (17+ yrs). Established history (11+ 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: 13.41% (lower mid). 5Y return: 10.83% (bottom quartile). 5Y return: 11.76% (bottom quartile). 5Y return: 13.57% (upper mid). 5Y return: 13.84% (top quartile). Point 6 3Y return: 17.61% (lower mid). 3Y return: 13.25% (bottom quartile). 3Y return: 20.37% (top quartile). 3Y return: 17.28% (bottom quartile). 3Y return: 18.57% (upper mid). Point 7 1Y return: 20.12% (top quartile). 1Y return: 13.79% (bottom quartile). 1Y return: 5.50% (bottom quartile). 1Y return: 19.34% (upper mid). 1Y return: 18.93% (lower mid). Point 8 Alpha: 3.74 (top quartile). Alpha: 0.02 (lower mid). Alpha: -5.98 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 3.72 (upper mid). Point 9 Sharpe: 0.46 (lower mid). Sharpe: 0.27 (bottom quartile). Sharpe: -0.19 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.48 (upper mid). Point 10 Information ratio: 0.19 (lower mid). Information ratio: -0.62 (bottom quartile). Information ratio: 0.56 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.76 (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 ₹45.2248
↓ -0.58 ₹4,566 500 -2.1 4.4 18.1 16.6 13.7 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹152.377
↓ -1.74 ₹7,060 500 -3.6 1.8 14.1 15.8 14.7 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹59.98
↓ -0.93 ₹14,993 500 -4.2 -0.3 16.9 15.6 8.9 9.3 DSP Tax Saver Fund Growth ₹140.976
↓ -1.88 ₹17,223 500 -2 3.7 16 20.3 16.4 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 2 Mar 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 (₹4,566 Cr). Lower mid AUM (₹7,060 Cr). Upper mid AUM (₹14,993 Cr). Highest AUM (₹17,223 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: 13.67% (bottom quartile). 5Y return: 14.74% (lower mid). 5Y return: 8.89% (bottom quartile). 5Y return: 16.40% (upper mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 16.59% (lower mid). 3Y return: 15.81% (bottom quartile). 3Y return: 15.62% (bottom quartile). 3Y return: 20.33% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 18.08% (upper mid). 1Y return: 14.07% (bottom quartile). 1Y return: 16.90% (lower mid). 1Y return: 16.03% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: -0.76 (bottom quartile). Alpha: 0.34 (bottom quartile). Alpha: 3.77 (top quartile). Alpha: 1.75 (upper mid). Alpha: 1.75 (lower mid). Point 9 Sharpe: 0.14 (bottom quartile). Sharpe: 0.21 (bottom quartile). Sharpe: 0.50 (upper mid). Sharpe: 0.33 (lower mid). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.35 (bottom quartile). Information ratio: -0.30 (lower mid). Information ratio: -0.43 (bottom quartile). Information ratio: 0.93 (top quartile). Information ratio: -0.15 (upper 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 (%) Indiabulls Blue Chip Fund Growth ₹43.27
↓ -0.56 ₹129 500 -2.4 2.2 17.5 14.9 11.3 7.5 Nippon India Large Cap Fund Growth ₹90.8362
↓ -1.30 ₹50,107 100 -3.4 0.4 16.2 19.1 16.7 9.2 SBI Bluechip Fund Growth ₹93.6984
↓ -1.20 ₹54,821 500 -2.2 2.4 15.7 14.8 11.9 9.7 ICICI Prudential Bluechip Fund Growth ₹110.54
↓ -1.63 ₹76,646 100 -4.4 0.9 14.8 18 15 11.3 Aditya Birla Sun Life Frontline Equity Fund Growth ₹519.03
↓ -6.95 ₹30,392 100 -5 -0.2 13.4 15.4 12.6 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Indiabulls Blue Chip Fund Nippon India Large Cap Fund SBI Bluechip Fund ICICI Prudential Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Bottom quartile AUM (₹129 Cr). Lower mid AUM (₹50,107 Cr). Upper mid AUM (₹54,821 Cr). Highest AUM (₹76,646 Cr). Bottom quartile AUM (₹30,392 Cr). Point 2 Established history (14+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (17+ yrs). Oldest track record among peers (23 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: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.35% (bottom quartile). 5Y return: 16.69% (top quartile). 5Y return: 11.95% (bottom quartile). 5Y return: 15.00% (upper mid). 5Y return: 12.64% (lower mid). Point 6 3Y return: 14.95% (bottom quartile). 3Y return: 19.08% (top quartile). 3Y return: 14.78% (bottom quartile). 3Y return: 17.99% (upper mid). 3Y return: 15.37% (lower mid). Point 7 1Y return: 17.55% (top quartile). 1Y return: 16.20% (upper mid). 1Y return: 15.72% (lower mid). 1Y return: 14.78% (bottom quartile). 1Y return: 13.40% (bottom quartile). Point 8 Alpha: 0.28 (lower mid). Alpha: 0.30 (upper mid). Alpha: 0.16 (bottom quartile). Alpha: 0.35 (top quartile). Alpha: -0.21 (bottom quartile). Point 9 Sharpe: 0.29 (bottom quartile). Sharpe: 0.30 (top quartile). Sharpe: 0.29 (lower mid). Sharpe: 0.30 (upper mid). Sharpe: 0.26 (bottom quartile). Point 10 Information ratio: -0.32 (bottom quartile). Information ratio: 1.22 (top quartile). Information ratio: -0.33 (bottom quartile). Information ratio: 1.01 (upper mid). Information ratio: 0.31 (lower mid). Indiabulls Blue Chip Fund
Nippon India Large Cap Fund
SBI Bluechip Fund
ICICI Prudential Bluechip Fund
Aditya Birla Sun Life Frontline Equity 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 ₹134.967
↓ -1.91 ₹59,041 1,000 -1.2 -0.8 24.1 21.1 18.6 1.8 Sundaram Mid Cap Fund Growth ₹1,400.87
↓ -22.26 ₹12,917 100 -2.9 1.6 22.9 24.5 18.8 4.1 Taurus Discovery (Midcap) Fund Growth ₹113.32
↓ -2.47 ₹123 1,000 -7.2 -6.2 13.3 14.9 13.1 0.8 Edelweiss Mid Cap Fund Growth ₹101.818
↓ -1.09 ₹13,802 500 -2.4 1.6 22.8 25.5 20.7 3.8 DSP Midcap Fund Growth ₹147.794
↓ -1.97 ₹19,047 500 -1.6 0.5 22.5 20.6 13.9 1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund Edelweiss Mid Cap Fund DSP Midcap Fund Point 1 Highest AUM (₹59,041 Cr). Bottom quartile AUM (₹12,917 Cr). Bottom quartile AUM (₹123 Cr). Lower mid AUM (₹13,802 Cr). Upper mid AUM (₹19,047 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (19+ 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: Moderately High. Point 5 5Y return: 18.57% (lower mid). 5Y return: 18.79% (upper mid). 5Y return: 13.07% (bottom quartile). 5Y return: 20.66% (top quartile). 5Y return: 13.87% (bottom quartile). Point 6 3Y return: 21.14% (lower mid). 3Y return: 24.48% (upper mid). 3Y return: 14.90% (bottom quartile). 3Y return: 25.54% (top quartile). 3Y return: 20.57% (bottom quartile). Point 7 1Y return: 24.08% (top quartile). 1Y return: 22.91% (upper mid). 1Y return: 13.34% (bottom quartile). 1Y return: 22.83% (lower mid). 1Y return: 22.51% (bottom quartile). Point 8 Alpha: -0.96 (lower mid). Alpha: 0.78 (upper mid). Alpha: -5.93 (bottom quartile). Alpha: 1.70 (top quartile). Alpha: -1.04 (bottom quartile). Point 9 Sharpe: 0.18 (lower mid). Sharpe: 0.28 (upper mid). Sharpe: -0.09 (bottom quartile). Sharpe: 0.33 (top quartile). Sharpe: 0.17 (bottom quartile). Point 10 Information ratio: -0.44 (lower mid). Information ratio: 0.23 (upper mid). Information ratio: -1.68 (bottom quartile). Information ratio: 0.49 (top quartile). Information ratio: -0.88 (bottom quartile). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
Edelweiss Mid Cap Fund
DSP Midcap 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 ₹82.7981
↓ -1.23 ₹4,778 1,000 -3.7 -1.5 18.9 17.7 13.7 -3.7 SBI Small Cap Fund Growth ₹157.637
↓ -3.00 ₹34,449 500 -6.9 -8 7.5 12.6 14.5 -4.9 DSP Small Cap Fund Growth ₹190.44
↓ -4.18 ₹16,135 500 -3.2 -3.3 19.7 19.7 19.2 -2.8 HDFC Small Cap Fund Growth ₹131.26
↓ -2.60 ₹36,941 300 -6.8 -7.8 15.4 18 19.7 -0.6 Nippon India Small Cap Fund Growth ₹159.443
↓ -2.72 ₹65,812 100 -5 -4.8 14.3 20.3 21.9 -4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund HDFC Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹4,778 Cr). Lower mid AUM (₹34,449 Cr). Bottom quartile AUM (₹16,135 Cr). Upper mid AUM (₹36,941 Cr). Highest AUM (₹65,812 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (15+ 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: 13.71% (bottom quartile). 5Y return: 14.50% (bottom quartile). 5Y return: 19.19% (lower mid). 5Y return: 19.73% (upper mid). 5Y return: 21.88% (top quartile). Point 6 3Y return: 17.68% (bottom quartile). 3Y return: 12.64% (bottom quartile). 3Y return: 19.68% (upper mid). 3Y return: 17.96% (lower mid). 3Y return: 20.30% (top quartile). Point 7 1Y return: 18.86% (upper mid). 1Y return: 7.49% (bottom quartile). 1Y return: 19.67% (top quartile). 1Y return: 15.37% (lower mid). 1Y return: 14.31% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.64 (bottom quartile). Point 9 Sharpe: 0.01 (upper mid). Sharpe: -0.41 (bottom quartile). Sharpe: -0.02 (lower mid). Sharpe: 0.05 (top quartile). Sharpe: -0.19 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.02 (top quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
HDFC Small Cap Fund
Nippon India Small Cap 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 ₹110.182
↓ -0.26 ₹1,765 500 15.3 25.1 38.6 25.1 21.4 17.5 Franklin Build India Fund Growth ₹145.93
↓ -2.75 ₹3,003 500 1.6 4.5 23.8 27.7 23 3.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹63.17
↓ -0.72 ₹3,641 1,000 -1.3 8.2 21.7 17.7 12.8 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹135.08
↓ -1.47 ₹10,951 100 -2.7 3.7 16.7 16.2 12.3 15.9 Bandhan Infrastructure Fund Growth ₹46.293
↓ -1.04 ₹1,428 100 -4.9 -6.3 13.5 23.3 20.2 -6.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Feb 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 (₹1,765 Cr). Lower mid AUM (₹3,003 Cr). Upper mid AUM (₹3,641 Cr). Highest AUM (₹10,951 Cr). Bottom quartile AUM (₹1,428 Cr). Point 2 Oldest track record among peers (17 yrs). Established history (16+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (14+ 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: 21.41% (upper mid). 5Y return: 23.00% (top quartile). 5Y return: 12.82% (bottom quartile). 5Y return: 12.33% (bottom quartile). 5Y return: 20.21% (lower mid). Point 6 3Y return: 25.11% (upper mid). 3Y return: 27.73% (top quartile). 3Y return: 17.65% (bottom quartile). 3Y return: 16.22% (bottom quartile). 3Y return: 23.25% (lower mid). Point 7 1Y return: 38.58% (top quartile). 1Y return: 23.76% (upper mid). 1Y return: 21.67% (lower mid). 1Y return: 16.71% (bottom quartile). 1Y return: 13.55% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.61 (top quartile). Alpha: -2.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.32 (top quartile). Sharpe: 0.21 (bottom quartile). Sharpe: 1.03 (upper mid). Sharpe: 0.78 (lower mid). Sharpe: -0.27 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.25 (top quartile). Information ratio: -0.01 (bottom quartile). 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 ₹52.08
↓ -0.57 ₹11,382 500 -6.3 -4.4 9.6 12 6.2 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹143.21
↓ -1.98 ₹8,068 1,000 -3.4 2.9 15.5 17.2 13.3 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 ₹42.5066
↓ -0.45 ₹1,445 500 -3.4 0.8 20 10.5 7.2 -1.7 HDFC Focused 30 Fund Growth ₹234.935
↓ -3.05 ₹26,332 300 -1.6 2 16.4 21.6 20.7 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Mar 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 (₹11,382 Cr). Lower mid AUM (₹8,068 Cr). Bottom quartile AUM (₹1,354 Cr). Bottom quartile AUM (₹1,445 Cr). Highest AUM (₹26,332 Cr). Point 2 Established history (13+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (12+ 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: 6.21% (bottom quartile). 5Y return: 13.31% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 7.19% (bottom quartile). 5Y return: 20.74% (top quartile). Point 6 3Y return: 12.01% (bottom quartile). 3Y return: 17.24% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 10.52% (bottom quartile). 3Y return: 21.56% (top quartile). Point 7 1Y return: 9.62% (bottom quartile). 1Y return: 15.53% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 20.02% (upper mid). 1Y return: 16.35% (lower mid). Point 8 Alpha: -3.90 (bottom quartile). Alpha: 3.66 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: -2.93 (lower mid). Alpha: 3.79 (top quartile). Point 9 Sharpe: -0.10 (bottom quartile). Sharpe: 0.49 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.04 (bottom quartile). Sharpe: 0.60 (upper mid). Point 10 Information ratio: -0.76 (bottom quartile). Information ratio: 0.23 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: -0.68 (bottom quartile). Information ratio: 0.98 (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 ₹349.191
↓ -3.24 ₹8,819 150 -3.4 3.1 15.8 19.4 15.8 3.7 JM Value Fund Growth ₹90.4297
↓ -1.85 ₹885 500 -6.7 -5.6 7.4 18.5 16.1 -4.4 HDFC Capital Builder Value Fund Growth ₹747.449
↓ -9.38 ₹7,487 300 -2.9 2.7 18.7 19.8 15.8 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹124.856
↓ -1.74 ₹6,246 1,000 -2.8 4.2 17.8 20.3 15.5 2.6 Templeton India Value Fund Growth ₹720.211
↓ -9.02 ₹2,265 500 -1.5 2.5 13.9 17.8 16.9 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund Templeton India Value Fund Point 1 Highest AUM (₹8,819 Cr). Bottom quartile AUM (₹885 Cr). Upper mid AUM (₹7,487 Cr). Lower mid AUM (₹6,246 Cr). Bottom quartile AUM (₹2,265 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (32 yrs). Established history (17+ yrs). Established history (29+ 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: 15.81% (bottom quartile). 5Y return: 16.14% (upper mid). 5Y return: 15.84% (lower mid). 5Y return: 15.50% (bottom quartile). 5Y return: 16.95% (top quartile). Point 6 3Y return: 19.40% (lower mid). 3Y return: 18.54% (bottom quartile). 3Y return: 19.81% (upper mid). 3Y return: 20.34% (top quartile). 3Y return: 17.76% (bottom quartile). Point 7 1Y return: 15.78% (lower mid). 1Y return: 7.45% (bottom quartile). 1Y return: 18.73% (top quartile). 1Y return: 17.80% (upper mid). 1Y return: 13.88% (bottom quartile). Point 8 Alpha: 0.27 (upper mid). Alpha: -9.27 (bottom quartile). Alpha: 2.68 (top quartile). Alpha: -1.64 (bottom quartile). Alpha: -0.11 (lower mid). Point 9 Sharpe: 0.22 (upper mid). Sharpe: -0.40 (bottom quartile). Sharpe: 0.39 (top quartile). Sharpe: 0.10 (bottom quartile). Sharpe: 0.18 (lower mid). Point 10 Information ratio: 0.89 (upper mid). Information ratio: 0.35 (bottom quartile). Information ratio: 1.10 (top quartile). Information ratio: 0.57 (lower mid). Information ratio: 0.32 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure Value Fund
Templeton India 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 ₹53.74
↓ -0.73 ₹6,371 100 -2.2 3 17.4 22.6 21.3 11.8 Templeton India Equity Income Fund Growth ₹141.325
↓ -0.79 ₹2,417 500 1.3 4.8 9.1 17.5 17.9 1.7 UTI Dividend Yield Fund Growth ₹178.566
↓ -1.86 ₹3,880 500 -1.5 2.2 15.3 20.1 16.2 5.3 Aditya Birla Sun Life Dividend Yield Fund Growth ₹458.15
↓ -4.37 ₹1,524 1,000 0.2 5.6 13.1 19.9 19 2.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Mar 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Dividend Yield Equity Fund Templeton India Equity Income Fund UTI Dividend Yield Fund Aditya Birla Sun Life Dividend Yield Fund Point 1 Highest AUM (₹6,371 Cr). Lower mid AUM (₹2,417 Cr). Upper mid AUM (₹3,880 Cr). Bottom quartile AUM (₹1,524 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (23 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: 21.33% (top quartile). 5Y return: 17.91% (lower mid). 5Y return: 16.24% (bottom quartile). 5Y return: 19.03% (upper mid). Point 6 3Y return: 22.63% (top quartile). 3Y return: 17.48% (bottom quartile). 3Y return: 20.12% (upper mid). 3Y return: 19.90% (lower mid). Point 7 1Y return: 17.44% (top quartile). 1Y return: 9.10% (bottom quartile). 1Y return: 15.27% (upper mid). 1Y return: 13.08% (lower mid). Point 8 Alpha: 2.58 (top quartile). Alpha: -2.96 (bottom quartile). Alpha: -0.84 (lower mid). Alpha: -0.11 (upper mid). Point 9 Sharpe: 0.41 (top quartile). Sharpe: -0.12 (bottom quartile). Sharpe: 0.13 (lower mid). Sharpe: 0.17 (upper mid). Point 10 Information ratio: 1.29 (top quartile). Information ratio: 0.09 (bottom quartile). Information ratio: 0.82 (upper mid). Information ratio: 0.52 (lower mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
UTI Dividend Yield Fund
Aditya Birla Sun Life Dividend Yield Fund
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