+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 (%) Motilal Oswal Multicap 35 Fund Growth ₹63.3752
↓ -0.20 ₹13,940 500 15 8.3 3.4 20.5 12.5 -5.6 Kotak Standard Multicap Fund Growth ₹86.013
↓ -0.35 ₹56,119 500 4.2 -3.2 1.7 13 11.2 9.5 Mirae Asset India Equity Fund Growth ₹112.937
↓ -0.62 ₹38,729 1,000 5.5 -2.7 0.5 9.5 8.6 10.2 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 ₹1,971.61
↓ -3.90 ₹28,112 100 8.3 4.7 10.5 16.5 12.3 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Kotak Standard Multicap Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Bottom quartile AUM (₹13,940 Cr). Highest AUM (₹56,119 Cr). Upper mid AUM (₹38,729 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹28,112 Cr). Point 2 Established history (12+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (20+ yrs). Oldest track record among peers (28 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: 12.47% (upper mid). 5Y return: 11.23% (bottom quartile). 5Y return: 8.62% (bottom quartile). 5Y return: 13.57% (top quartile). 5Y return: 12.29% (lower mid). Point 6 3Y return: 20.50% (top quartile). 3Y return: 12.99% (bottom quartile). 3Y return: 9.51% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 16.52% (lower mid). Point 7 1Y return: 3.41% (lower mid). 1Y return: 1.75% (bottom quartile). 1Y return: 0.46% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 10.49% (upper mid). Point 8 Alpha: -3.79 (bottom quartile). Alpha: -1.96 (bottom quartile). Alpha: -0.54 (lower mid). Alpha: 0.00 (upper mid). Alpha: 6.21 (top quartile). Point 9 Sharpe: -0.26 (bottom quartile). Sharpe: -0.16 (lower mid). Sharpe: -0.19 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.33 (upper mid). Point 10 Information ratio: 0.70 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.44 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 1.35 (top quartile). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity 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 ₹47.8939
↓ -0.10 ₹4,664 500 7.5 3.4 9.3 13.5 12.9 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹155.733
↓ -0.63 ₹6,911 500 4.2 -1.1 3.2 10.3 11.7 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹62.44
↓ -0.14 ₹14,660 500 5.7 0 2.7 12.3 8.8 9.3 DSP Tax Saver Fund Growth ₹139.237
↓ -0.68 ₹16,738 500 3.9 -4.5 1.3 14.3 12.2 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 18 Aug 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 (₹4,664 Cr). Lower mid AUM (₹6,911 Cr). Upper mid AUM (₹14,660 Cr). Highest AUM (₹16,738 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: 12.90% (upper mid). 5Y return: 11.74% (bottom quartile). 5Y return: 8.75% (bottom quartile). 5Y return: 12.17% (lower mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 13.52% (lower mid). 3Y return: 10.35% (bottom quartile). 3Y return: 12.34% (bottom quartile). 3Y return: 14.32% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 9.35% (upper mid). 1Y return: 3.15% (lower mid). 1Y return: 2.73% (bottom quartile). 1Y return: 1.31% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: 3.16 (top quartile). Alpha: 0.89 (lower mid). Alpha: -0.45 (bottom quartile). Alpha: -2.47 (bottom quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: 0.13 (upper mid). Sharpe: -0.29 (bottom quartile). Sharpe: -0.07 (lower mid). Sharpe: -0.18 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 0.02 (upper mid). Information ratio: -0.51 (bottom quartile). Information ratio: -0.18 (bottom quartile). Information ratio: 0.50 (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 (%) JM Core 11 Fund Growth ₹20.6784
↓ -0.12 ₹289 500 9.9 2.8 6.3 13.2 13.8 -1.9 SBI Bluechip Fund Growth ₹93.8779
↓ -0.39 ₹55,431 500 3.8 -2.4 2.1 10.4 10.2 9.7 Indiabulls Blue Chip Fund Growth ₹43.31
↓ -0.20 ₹136 500 4.7 -3.1 0.9 11.5 9.4 7.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹524.25
↓ -2.11 ₹29,944 100 5.5 -3 -0.2 11 10.1 9.4 Nippon India Large Cap Fund Growth ₹89.9421
↓ -0.39 ₹54,225 100 3.1 -4.2 -1.3 12.2 14 9.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Core 11 Fund SBI Bluechip Fund Indiabulls Blue Chip Fund Aditya Birla Sun Life Frontline Equity Fund Nippon India Large Cap Fund Point 1 Bottom quartile AUM (₹289 Cr). Highest AUM (₹55,431 Cr). Bottom quartile AUM (₹136 Cr). Lower mid AUM (₹29,944 Cr). Upper mid AUM (₹54,225 Cr). Point 2 Established history (18+ yrs). Established history (20+ yrs). Established history (14+ yrs). Oldest track record among peers (23 yrs). Established history (19+ 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.77% (upper mid). 5Y return: 10.19% (lower mid). 5Y return: 9.43% (bottom quartile). 5Y return: 10.09% (bottom quartile). 5Y return: 14.03% (top quartile). Point 6 3Y return: 13.15% (top quartile). 3Y return: 10.39% (bottom quartile). 3Y return: 11.54% (lower mid). 3Y return: 10.99% (bottom quartile). 3Y return: 12.16% (upper mid). Point 7 1Y return: 6.26% (top quartile). 1Y return: 2.06% (upper mid). 1Y return: 0.89% (lower mid). 1Y return: -0.22% (bottom quartile). 1Y return: -1.26% (bottom quartile). Point 8 Alpha: 2.22 (top quartile). Alpha: 0.51 (upper mid). Alpha: 0.12 (lower mid). Alpha: -1.63 (bottom quartile). Alpha: -1.21 (bottom quartile). Point 9 Sharpe: 0.05 (top quartile). Sharpe: -0.13 (upper mid). Sharpe: -0.15 (lower mid). Sharpe: -0.26 (bottom quartile). Sharpe: -0.24 (bottom quartile). Point 10 Information ratio: 0.16 (upper mid). Information ratio: -0.24 (bottom quartile). Information ratio: 0.07 (bottom quartile). Information ratio: 0.08 (lower mid). Information ratio: 0.58 (top quartile). JM Core 11 Fund
SBI Bluechip Fund
Indiabulls Blue Chip Fund
Aditya Birla Sun Life Frontline Equity Fund
Nippon India Large Cap Fund
बेस्ट मिड कैप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,525.08
↓ -6.91 ₹14,504 100 7.7 5.5 10.2 20.9 17.8 4.1 Kotak Emerging Equity Scheme Growth ₹148.015
↓ -0.22 ₹69,283 1,000 7.7 7.2 8.7 18.9 17 1.8 Taurus Discovery (Midcap) Fund Growth ₹127.9
↓ -0.06 ₹135 1,000 11.4 8.8 7 11.6 12.9 0.8 BNP Paribas Mid Cap Fund Growth ₹113.469
↓ -0.06 ₹2,584 300 5.7 6.6 13.5 18 15.1 2.5 Aditya Birla Sun Life Midcap Fund Growth ₹869.46
↑ 1.78 ₹6,723 1,000 9.9 8.9 11 17.9 15 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Mid Cap Fund Kotak Emerging Equity Scheme Taurus Discovery (Midcap) Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund Point 1 Upper mid AUM (₹14,504 Cr). Highest AUM (₹69,283 Cr). Bottom quartile AUM (₹135 Cr). Bottom quartile AUM (₹2,584 Cr). Lower mid AUM (₹6,723 Cr). Point 2 Established history (24+ yrs). Established history (19+ yrs). Oldest track record among peers (31 yrs). Established history (20+ yrs). Established history (23+ 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: 17.83% (top quartile). 5Y return: 17.03% (upper mid). 5Y return: 12.93% (bottom quartile). 5Y return: 15.15% (lower mid). 5Y return: 15.05% (bottom quartile). Point 6 3Y return: 20.86% (top quartile). 3Y return: 18.87% (upper mid). 3Y return: 11.59% (bottom quartile). 3Y return: 18.04% (lower mid). 3Y return: 17.87% (bottom quartile). Point 7 1Y return: 10.19% (lower mid). 1Y return: 8.68% (bottom quartile). 1Y return: 7.01% (bottom quartile). 1Y return: 13.51% (top quartile). 1Y return: 11.00% (upper mid). Point 8 Alpha: 1.07 (upper mid). Alpha: -1.46 (lower mid). Alpha: -4.03 (bottom quartile). Alpha: 2.17 (top quartile). Alpha: -1.60 (bottom quartile). Point 9 Sharpe: 0.31 (upper mid). Sharpe: 0.17 (bottom quartile). Sharpe: 0.04 (bottom quartile). Sharpe: 0.38 (top quartile). Sharpe: 0.17 (lower mid). Point 10 Information ratio: 0.49 (top quartile). Information ratio: 0.01 (upper mid). Information ratio: -1.22 (bottom quartile). Information ratio: -0.22 (lower mid). Information ratio: -0.51 (bottom quartile). Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
Taurus Discovery (Midcap) Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life 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 ₹100.609
↑ 0.17 ₹5,865 1,000 13.2 17.4 18.8 16.5 14.2 -3.7 SBI Small Cap Fund Growth ₹185.711
↓ -0.07 ₹39,955 500 13.9 13.5 8 12.8 14.8 -4.9 DSP Small Cap Fund Growth ₹230.587
↑ 1.06 ₹20,221 500 15.7 17.3 18.6 18.5 18.1 -2.8 Nippon India Small Cap Fund Growth ₹186.066
↑ 0.19 ₹78,957 100 9.6 13.1 11.2 17.1 19.6 -4.7 Franklin India Smaller Companies Fund Growth ₹181.541
↓ -0.09 ₹14,467 500 9.1 10.6 7.8 15 17.1 -8.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 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 (₹5,865 Cr). Upper mid AUM (₹39,955 Cr). Lower mid AUM (₹20,221 Cr). Highest AUM (₹78,957 Cr). Bottom quartile AUM (₹14,467 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (19+ 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: 14.18% (bottom quartile). 5Y return: 14.75% (bottom quartile). 5Y return: 18.13% (upper mid). 5Y return: 19.62% (top quartile). 5Y return: 17.13% (lower mid). Point 6 3Y return: 16.50% (lower mid). 3Y return: 12.80% (bottom quartile). 3Y return: 18.46% (top quartile). 3Y return: 17.08% (upper mid). 3Y return: 14.97% (bottom quartile). Point 7 1Y return: 18.80% (top quartile). 1Y return: 8.00% (bottom quartile). 1Y return: 18.57% (upper mid). 1Y return: 11.21% (lower mid). 1Y return: 7.76% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: -1.22 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.80 (top quartile). Alpha: -2.93 (bottom quartile). Point 9 Sharpe: 0.40 (top quartile). Sharpe: -0.04 (bottom quartile). Sharpe: 0.30 (upper mid). Sharpe: 0.12 (lower mid). Sharpe: -0.05 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.63 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.26 (lower mid). Information ratio: -0.56 (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 ₹108.318
↓ -0.29 ₹2,441 500 -1.9 0.5 22.5 20.9 15.5 17.5 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹63.33
↓ -0.11 ₹3,648 1,000 6 -3.3 4.4 11.3 11.2 17.5 Franklin Build India Fund Growth ₹144.547
↓ -0.33 ₹3,199 500 0.9 -3.4 2.7 18.7 19.7 3.7 Bandhan Infrastructure Fund Growth ₹49.552
↓ -0.28 ₹1,545 100 4.1 3.4 0.4 17.1 16.4 -6.9 Sundaram Rural and Consumption Fund Growth ₹97.2546
↓ -0.47 ₹1,495 100 10.6 3.6 -1.4 11 12.2 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Aditya Birla Sun Life Banking And Financial Services Fund Franklin Build India Fund Bandhan Infrastructure Fund Sundaram Rural and Consumption Fund Point 1 Lower mid AUM (₹2,441 Cr). Highest AUM (₹3,648 Cr). Upper mid AUM (₹3,199 Cr). Bottom quartile AUM (₹1,545 Cr). Bottom quartile AUM (₹1,495 Cr). Point 2 Established history (18+ yrs). Established history (12+ yrs). Established history (16+ yrs). Established history (15+ yrs). Oldest track record among peers (20 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: Moderately High. Point 5 5Y return: 15.53% (lower mid). 5Y return: 11.17% (bottom quartile). 5Y return: 19.67% (top quartile). 5Y return: 16.43% (upper mid). 5Y return: 12.15% (bottom quartile). Point 6 3Y return: 20.92% (top quartile). 3Y return: 11.26% (bottom quartile). 3Y return: 18.71% (upper mid). 3Y return: 17.12% (lower mid). 3Y return: 10.99% (bottom quartile). Point 7 1Y return: 22.49% (top quartile). 1Y return: 4.42% (upper mid). 1Y return: 2.69% (lower mid). 1Y return: 0.44% (bottom quartile). 1Y return: -1.38% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 4.29 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -5.76 (bottom quartile). Point 9 Sharpe: 0.93 (top quartile). Sharpe: 0.08 (upper mid). Sharpe: -0.11 (lower mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.02 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.67 (bottom quartile). DSP Natural Resources and New Energy Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Franklin Build India Fund
Bandhan Infrastructure Fund
Sundaram Rural and Consumption 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 ₹57.05
↓ -0.05 ₹11,315 500 12.5 6.3 3 11.8 5.6 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹148.788
↓ -0.50 ₹8,017 1,000 6.8 -0.6 6.6 13.9 11.3 10.1 Motilal Oswal Focused 25 Fund Growth ₹53.0765
↓ -0.01 ₹1,693 500 18 21.6 25.1 14.1 10.2 -1.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 DSP Focus Fund Growth ₹56.041
↓ -0.17 ₹2,642 500 8 -0.1 5.1 14.4 10.6 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Motilal Oswal Focused 25 Fund Sundaram Select Focus Fund DSP Focus Fund Point 1 Highest AUM (₹11,315 Cr). Upper mid AUM (₹8,017 Cr). Bottom quartile AUM (₹1,693 Cr). Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹2,642 Cr). Point 2 Established history (14+ yrs). Established history (20+ yrs). Established history (13+ yrs). Oldest track record among peers (24 yrs). Established history (16+ 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: 5.58% (bottom quartile). 5Y return: 11.30% (upper mid). 5Y return: 10.18% (bottom quartile). 5Y return: 17.29% (top quartile). 5Y return: 10.56% (lower mid). Point 6 3Y return: 11.82% (bottom quartile). 3Y return: 13.87% (bottom quartile). 3Y return: 14.10% (lower mid). 3Y return: 17.03% (top quartile). 3Y return: 14.37% (upper mid). Point 7 1Y return: 2.98% (bottom quartile). 1Y return: 6.64% (lower mid). 1Y return: 25.11% (top quartile). 1Y return: 24.49% (upper mid). 1Y return: 5.09% (bottom quartile). Point 8 Alpha: -1.79 (bottom quartile). Alpha: 2.98 (upper mid). Alpha: 12.26 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: -0.57 (lower mid). Point 9 Sharpe: -0.14 (bottom quartile). Sharpe: 0.14 (lower mid). Sharpe: 0.61 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: -0.07 (bottom quartile). Point 10 Information ratio: -0.51 (bottom quartile). Information ratio: 0.33 (top quartile). Information ratio: -0.07 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.27 (upper mid). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Motilal Oswal Focused 25 Fund
Sundaram Select Focus Fund
DSP Focus 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 ₹352.706
↓ -1.58 ₹8,492 150 4.4 -1.6 3 13.7 13.7 3.7 JM Value Fund Growth ₹97.5441
↑ 0.34 ₹807 500 8.9 2.9 2.6 13.3 15.2 -4.4 Aditya Birla Sun Life Pure Value Fund Growth ₹137.846
↓ -0.30 ₹6,739 1,000 7 7.1 13.8 16.3 14.6 2.6 HDFC Capital Builder Value Fund Growth ₹799.037
↑ 0.28 ₹7,934 300 9.1 3.1 8.3 17.2 14.4 8.6 Bandhan Sterling Value Fund Growth ₹148.094
↓ -0.64 ₹9,985 100 3.3 -2.2 1.3 11 13 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 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 (₹8,492 Cr). Bottom quartile AUM (₹807 Cr). Bottom quartile AUM (₹6,739 Cr). Lower mid AUM (₹7,934 Cr). Highest AUM (₹9,985 Cr). Point 2 Established history (22+ 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: 13.66% (bottom quartile). 5Y return: 15.18% (top quartile). 5Y return: 14.65% (upper mid). 5Y return: 14.40% (lower mid). 5Y return: 13.01% (bottom quartile). Point 6 3Y return: 13.70% (lower mid). 3Y return: 13.32% (bottom quartile). 3Y return: 16.29% (upper mid). 3Y return: 17.18% (top quartile). 3Y return: 11.03% (bottom quartile). Point 7 1Y return: 2.96% (lower mid). 1Y return: 2.57% (bottom quartile). 1Y return: 13.79% (top quartile). 1Y return: 8.25% (upper mid). 1Y return: 1.30% (bottom quartile). Point 8 Alpha: -1.97 (bottom quartile). Alpha: -5.07 (bottom quartile). Alpha: 7.11 (top quartile). Alpha: 3.35 (upper mid). Alpha: -0.78 (lower mid). Point 9 Sharpe: -0.17 (lower mid). Sharpe: -0.30 (bottom quartile). Sharpe: 0.34 (top quartile). Sharpe: 0.15 (upper mid). Sharpe: -0.39 (bottom quartile). Point 10 Information ratio: 0.12 (lower mid). Information ratio: 0.04 (bottom quartile). Information ratio: 0.52 (upper mid). Information ratio: 1.50 (top quartile). Information ratio: -0.16 (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 ₹53.06
↓ -0.31 ₹6,785 100 1.9 -3.9 1 16.6 16.9 11.8 Templeton India Equity Income Fund Growth ₹136.74
↓ -1.00 ₹2,300 500 1.2 -3.9 0.8 12.6 12.6 1.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹462.01
↓ -1.85 ₹1,458 1,000 2.5 -0.4 5.9 14.5 13.8 2.3 UTI Dividend Yield Fund Growth ₹177.65
↓ -0.90 ₹3,814 500 2.4 -3.2 0.9 14.4 11.5 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 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 (₹6,785 Cr). Lower mid AUM (₹2,300 Cr). Bottom quartile AUM (₹1,458 Cr). Upper mid AUM (₹3,814 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: 16.87% (top quartile). 5Y return: 12.64% (lower mid). 5Y return: 13.82% (upper mid). 5Y return: 11.46% (bottom quartile). Point 6 3Y return: 16.61% (top quartile). 3Y return: 12.60% (bottom quartile). 3Y return: 14.52% (upper mid). 3Y return: 14.45% (lower mid). Point 7 1Y return: 1.03% (upper mid). 1Y return: 0.80% (bottom quartile). 1Y return: 5.94% (top quartile). 1Y return: 0.88% (lower mid). Point 8 Alpha: -0.80 (upper mid). Alpha: -3.27 (bottom quartile). Alpha: 0.44 (top quartile). Alpha: -2.10 (lower mid). Point 9 Sharpe: -0.09 (upper mid). Sharpe: -0.27 (bottom quartile). Sharpe: -0.01 (top quartile). Sharpe: -0.19 (lower mid). Point 10 Information ratio: 0.93 (top quartile). Information ratio: -0.08 (bottom quartile). Information ratio: 0.20 (lower mid). Information ratio: 0.42 (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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