+91-22-48913909उच्चतम रिटर्न के साथ सर्वश्रेष्ठ म्युचुअल फंड 2022
निवेश के लिए सही फंड चुनना आसान नहीं! बहुतइन्वेस्टर सबसे अच्छा रिटर्न पाने के लिए सबसे अच्छा प्रदर्शन करने वाले फंड की तलाश करता है। हालांकि, रिटर्न ही एकमात्र मानदंड नहीं है जो एक निवेशक को एक फंड में देखना चाहिए। एयूएम, फंड की उम्र, पीयर एवरेज रिटर्न, फंड मैनेजर, एग्जिट लोड आदि जैसे कई महत्वपूर्ण पैरामीटर म्यूचुअल फंड योजनाओं की स्थिरता और प्रदर्शन को तय करते हैं। जो निवेशक उच्चतम रिटर्न फंड की तलाश में हैं, वे पिछले कुछ वर्षों में म्यूचुअल फंड के प्रदर्शन का विश्लेषण कर सकते हैं, और उस फंड में निवेश कर सकते हैं जिसने सबसे स्थिर रिटर्न दिया है। सबसे पहले, आइए . के मूल को समझते हैंम्यूचुअल फंड्स.
म्यूचुअल फंड क्या हैं?
म्यूचुअल फंड सबसे लोकप्रिय तरीकों में से एक हैनिवेश पैसे। यह निवेशकों से पैसा जमा करता है और इसे शेयरों में निवेश करता है,मुद्रा बाजार यंत्र,बांड और अन्य प्रकार की प्रतिभूतियाँ। उदाहरण के लिए, एक इक्विटी फंड कंपनी के शेयरों/शेयरों में निवेश करता है, और aडेट फंड डिबेंचर, बॉन्ड आदि में निवेश करता है। प्रत्येक म्यूचुअल फंड प्रकार एक निवेश उद्देश्य के साथ आता है। भारत में 42 म्यूचुअल फंड कंपनियां हैं (जिन्हें कहा जाता है)संपत्ति प्रबंधन कंपनियां या एएमसी) जो म्यूचुअल फंड योजनाएं प्रदान करते हैं। इन म्यूचुअल फंड कंपनियों द्वारा नियंत्रित किया जाता हैसेबी. भारतीय प्रतिभूति और विनिमय बोर्ड (सेबी) भारत में म्यूचुअल फंड के लिए नियामक निकाय है।
उच्चतम रिटर्न के साथ निवेश करने के लिए सर्वश्रेष्ठ म्युचुअल फंड
बहुत सेम्यूचुअल फंड के प्रकार हैंइक्विटी फ़ंड, डेट फंड और हाइब्रिड फंड। प्रत्येक फंड के कुछ निवेश उद्देश्य होते हैं और इसका उद्देश्य निवेशकों के निवेश लक्ष्यों को पूरा करना होता है। तो, आइए इन योजनाओं के साथ-साथ उनके फंड पर एक नज़र डालें जो उच्च रिटर्न दे रहे हैं।
उच्चतम रिटर्न के साथ सर्वश्रेष्ठ डेट म्युचुअल फंड 2022
डेट म्यूचुअल फंड मुख्य रूप से फिक्स्ड में निवेश करते हैंआय सरकारी प्रतिभूतियां, ट्रेजरी बिल, कॉरपोरेट बॉन्ड इत्यादि जैसे साधन। ये फंड आदर्श रूप से उन लोगों द्वारा पसंद किए जाते हैं जो पारंपरिक आय की तुलना में स्थिर आय और उच्च रिटर्न की तलाश में हैं।बैंक हिसाब किताब। डेट फंड अल्पावधि में अपने इष्टतम रिटर्न के लिए जाने जाते हैं। कम भूख वाले निवेशक जो चाहते हैंम्युचुअल फंड में निवेश डेट फंडों में निवेश को प्राथमिकता देनी चाहिए। ये फंड इक्विटी की तुलना में तुलनात्मक रूप से कम अस्थिर होते हैं। लिक्विड, अल्ट्रा-शॉर्ट टर्म, शॉर्ट टर्म जैसे डेट फंड शॉर्ट टर्म निवेश के लिए एक अच्छा विकल्प हैं। लंबी अवधि के डेट फंड जोखिम भरे होते हैं और इन प्रतिभूतियों की परिपक्वता 5-7 साल तक, कुछ मामलों में 10 साल और उससे अधिक तक हो सकती है। डेट फंड की श्रेणियां, उनके उच्चतम रिटर्न के साथ निम्नलिखित हैं।
1 साल के उच्चतम रिटर्न के साथ शीर्ष 5 लिक्विड फंड
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Liquid Fund Growth ₹3,032.07
↑ 0.46 ₹2,002 0.5 1.5 3.3 7 7.4 5.64% 1M 17D 1M 17D Axis Liquid Fund Growth ₹2,931.49
↑ 0.42 ₹36,757 0.5 1.5 3.3 7 7.4 5.85% 1M 12D 1M 15D Indiabulls Liquid Fund Growth ₹2,546.08
↑ 0.39 ₹393 0.5 1.5 3.3 7 7.4 5.77% 1M 10D 1M 11D DSP Liquidity Fund Growth ₹3,758.68
↑ 0.56 ₹22,245 0.5 1.5 3.3 7 7.4 5.83% 1M 13D 1M 17D Invesco India Liquid Fund Growth ₹3,618.61
↑ 0.54 ₹14,240 0.5 1.5 3.3 7 7.4 5.78% 1M 9D 1M 9D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund DSP Liquidity Fund Invesco India Liquid Fund Point 1 Bottom quartile AUM (₹2,002 Cr). Highest AUM (₹36,757 Cr). Bottom quartile AUM (₹393 Cr). Upper mid AUM (₹22,245 Cr). Lower mid AUM (₹14,240 Cr). Point 2 Established history (17+ yrs). Established history (15+ yrs). Established history (13+ yrs). Oldest track record among peers (19 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 7.03% (top quartile). 1Y return: 7.01% (upper mid). 1Y return: 7.00% (lower mid). 1Y return: 6.99% (bottom quartile). 1Y return: 6.98% (bottom quartile). Point 6 1M return: 0.47% (top quartile). 1M return: 0.47% (upper mid). 1M return: 0.46% (bottom quartile). 1M return: 0.47% (lower mid). 1M return: 0.47% (bottom quartile). Point 7 Sharpe: 4.36 (top quartile). Sharpe: 3.64 (lower mid). Sharpe: 3.05 (bottom quartile). Sharpe: 4.00 (upper mid). Sharpe: 3.63 (bottom quartile). Point 8 Information ratio: 0.52 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -1.37 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 5.64% (bottom quartile). Yield to maturity (debt): 5.85% (top quartile). Yield to maturity (debt): 5.77% (bottom quartile). Yield to maturity (debt): 5.83% (upper mid). Yield to maturity (debt): 5.78% (lower mid). Point 10 Modified duration: 0.13 yrs (bottom quartile). Modified duration: 0.12 yrs (lower mid). Modified duration: 0.11 yrs (upper mid). Modified duration: 0.12 yrs (bottom quartile). Modified duration: 0.11 yrs (top quartile). BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
DSP Liquidity Fund
Invesco India Liquid Fund
1 साल के उच्चतम रिटर्न के साथ शीर्ष 5 अल्ट्रा शॉर्ट टर्म फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D Aditya Birla Sun Life Savings Fund Growth ₹554.212
↑ 0.05 ₹20,795 1.7 4.1 8 7.4 7.9 6.6% 5M 26D 7M 2D ICICI Prudential Ultra Short Term Fund Growth ₹27.9786
↑ 0.00 ₹16,382 1.7 3.9 7.5 7.1 7.5 6.63% 4M 24D 7M 6D SBI Magnum Ultra Short Duration Fund Growth ₹6,032.19
↑ 0.77 ₹15,902 1.6 3.8 7.4 7.1 7.4 6.13% 4M 20D 5M 12D Invesco India Ultra Short Term Fund Growth ₹2,722.74
↑ 0.42 ₹1,191 1.6 3.7 7.3 6.9 7.5 6.23% 5M 9D 5M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Invesco India Ultra Short Term Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹20,795 Cr). Upper mid AUM (₹16,382 Cr). Lower mid AUM (₹15,902 Cr). Bottom quartile AUM (₹1,191 Cr). Point 2 Established history (17+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (14+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderate. Point 5 1Y return: 13.69% (top quartile). 1Y return: 8.00% (upper mid). 1Y return: 7.50% (lower mid). 1Y return: 7.40% (bottom quartile). 1Y return: 7.34% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.49% (upper mid). 1M return: 0.47% (lower mid). 1M return: 0.45% (bottom quartile). 1M return: 0.45% (bottom quartile). Point 7 Sharpe: 2.57 (bottom quartile). Sharpe: 3.76 (top quartile). Sharpe: 2.80 (upper mid). Sharpe: 2.77 (lower mid). Sharpe: 2.75 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.60% (upper mid). Yield to maturity (debt): 6.63% (top quartile). Yield to maturity (debt): 6.13% (bottom quartile). Yield to maturity (debt): 6.23% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.40 yrs (lower mid). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.44 yrs (bottom quartile). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Invesco India Ultra Short Term Fund
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3 साल के उच्चतम रिटर्न के साथ शीर्ष 5 शॉर्ट टर्म फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% ICICI Prudential Short Term Fund Growth ₹60.7666
↓ 0.00 ₹22,070 1.2 4.5 8.3 7.7 7.8 7.11% 2Y 2M 5D 4Y 25D HDFC Short Term Debt Fund Growth ₹32.3383
↓ 0.00 ₹18,143 1 4.5 8.4 7.7 8.3 6.8% 2Y 4M 10D 3Y 6M 25D Axis Short Term Fund Growth ₹31.2418
↓ 0.00 ₹11,760 1.1 4.8 8.7 7.5 8 6.76% 2Y 2M 5D 2Y 10M 20D UTI Short Term Income Fund Growth ₹32.0141
↓ 0.00 ₹3,296 1 4.4 8.2 7.4 7.9 6.75% 2Y 6M 29D 3Y 3M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan ICICI Prudential Short Term Fund HDFC Short Term Debt Fund Axis Short Term Fund UTI Short Term Income Fund Point 1 Bottom quartile AUM (₹13 Cr). Highest AUM (₹22,070 Cr). Upper mid AUM (₹18,143 Cr). Lower mid AUM (₹11,760 Cr). Bottom quartile AUM (₹3,296 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (23+ yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 1Y return: 192.10% (top quartile). 1Y return: 8.27% (bottom quartile). 1Y return: 8.43% (lower mid). 1Y return: 8.69% (upper mid). 1Y return: 8.19% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.13% (upper mid). 1M return: 0.10% (bottom quartile). 1M return: 0.12% (lower mid). 1M return: 0.08% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 2.15 (upper mid). Sharpe: 2.01 (lower mid). Sharpe: 2.19 (top quartile). Sharpe: 1.77 (bottom quartile). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.11% (top quartile). Yield to maturity (debt): 6.80% (upper mid). Yield to maturity (debt): 6.76% (lower mid). Yield to maturity (debt): 6.75% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.18 yrs (upper mid). Modified duration: 2.36 yrs (bottom quartile). Modified duration: 2.18 yrs (lower mid). Modified duration: 2.58 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
ICICI Prudential Short Term Fund
HDFC Short Term Debt Fund
Axis Short Term Fund
UTI Short Term Income Fund
3 साल के उच्चतम रिटर्न के साथ शीर्ष 5 गिल्ट फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹102.69
↓ -0.02 ₹7,330 -0.8 3.7 7.2 8 8.2 6.63% 4Y 2M 5D 12Y 9M 7D SBI Magnum Gilt Fund Growth ₹65.3231
↓ -0.05 ₹11,980 -2.6 2.3 4.9 7.5 8.9 6.73% 8Y 4M 28D 17Y 3M 18D DSP Government Securities Fund Growth ₹94.9152
↓ -0.03 ₹1,894 -2.6 2.6 4.8 7.3 10.1 6.79% 9Y 3M 4D 23Y 5M 19D Axis Gilt Fund Growth ₹25.3216
↓ -0.01 ₹619 -2.2 2.6 5.6 7.2 10 6.78% 8Y 7M 24D 22Y 8M 1D UTI Gilt Fund Growth ₹62.1473
↓ -0.02 ₹615 -2.4 2.3 5 6.9 8.9 6.86% 9Y 22D 20Y 8M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Axis Gilt Fund UTI Gilt Fund Point 1 Upper mid AUM (₹7,330 Cr). Highest AUM (₹11,980 Cr). Lower mid AUM (₹1,894 Cr). Bottom quartile AUM (₹619 Cr). Bottom quartile AUM (₹615 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (25+ yrs). Established history (13+ yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.20% (top quartile). 1Y return: 4.85% (bottom quartile). 1Y return: 4.85% (bottom quartile). 1Y return: 5.57% (upper mid). 1Y return: 5.00% (lower mid). Point 6 1M return: -1.23% (top quartile). 1M return: -1.88% (bottom quartile). 1M return: -1.85% (upper mid). 1M return: -1.88% (lower mid). 1M return: -2.10% (bottom quartile). Point 7 Sharpe: 1.16 (top quartile). Sharpe: 0.20 (bottom quartile). Sharpe: 0.25 (bottom quartile). Sharpe: 0.41 (upper mid). Sharpe: 0.31 (lower mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.63% (bottom quartile). Yield to maturity (debt): 6.73% (bottom quartile). Yield to maturity (debt): 6.79% (upper mid). Yield to maturity (debt): 6.78% (lower mid). Yield to maturity (debt): 6.86% (top quartile). Point 10 Modified duration: 4.18 yrs (top quartile). Modified duration: 8.41 yrs (upper mid). Modified duration: 9.26 yrs (bottom quartile). Modified duration: 8.65 yrs (lower mid). Modified duration: 9.06 yrs (bottom quartile). ICICI Prudential Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
Axis Gilt Fund
UTI Gilt Fund
3 साल के उच्चतम रिटर्न के साथ शीर्ष 5 डायनामिक फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 ₹99 2.4 22.4 31.9 11.7 0% 3M 18D IIFL Dynamic Bond Fund Growth ₹22.7612
↑ 0.01 ₹669 0.3 4.8 8.8 7.9 9.6 7.03% 7Y 15D ICICI Prudential Long Term Plan Growth ₹37.0845
↓ 0.00 ₹15,051 0.2 4 7.7 7.8 8.2 7.32% 3Y 8M 5D 9Y 7M 6D Nippon India Dynamic Bond Fund Growth ₹37.4798
↓ -0.01 ₹4,629 -0.3 4.1 8.1 7.7 9 6.56% 4Y 4D 4Y 10M 24D SBI Dynamic Bond Fund Growth ₹35.6393
↑ 0.00 ₹3,805 -1.3 3.3 6 7.6 8.6 6.83% 5Y 9M 11D 9Y 8M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Dynamic Accrual Fund IIFL Dynamic Bond Fund ICICI Prudential Long Term Plan Nippon India Dynamic Bond Fund SBI Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹669 Cr). Highest AUM (₹15,051 Cr). Upper mid AUM (₹4,629 Cr). Lower mid AUM (₹3,805 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (15+ yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Top rated. Not Rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 31.90% (top quartile). 1Y return: 8.76% (upper mid). 1Y return: 7.75% (bottom quartile). 1Y return: 8.09% (lower mid). 1Y return: 5.97% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -0.51% (upper mid). 1M return: -0.59% (lower mid). 1M return: -0.72% (bottom quartile). 1M return: -0.77% (bottom quartile). Point 7 Sharpe: 1.19 (bottom quartile). Sharpe: 1.72 (top quartile). Sharpe: 1.53 (upper mid). Sharpe: 1.34 (lower mid). Sharpe: 0.30 (bottom quartile). Point 8 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.03% (upper mid). Yield to maturity (debt): 7.32% (top quartile). Yield to maturity (debt): 6.56% (bottom quartile). Yield to maturity (debt): 6.83% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.00 yrs (upper mid). Modified duration: 3.68 yrs (lower mid). Modified duration: 4.01 yrs (bottom quartile). Modified duration: 5.78 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
ICICI Prudential Long Term Plan
Nippon India Dynamic Bond Fund
SBI Dynamic Bond Fund
उच्चतम रिटर्न के साथ सर्वश्रेष्ठ इक्विटी म्युचुअल फंड 2022
इक्विटी फंड मुख्य रूप से कंपनियों के शेयरों या शेयरों में निवेश करते हैं। सीधे कंपनी शुरू किए बिना एक इक्विटी फंड खरीदना एक व्यवसाय (छोटे अनुपात में) के मालिक होने के सर्वोत्तम तरीकों में से एक है। चूंकि, ये फंड शेयरों में निवेश करते हैं, इसलिए ये अस्थिर प्रकृति के होते हैं। लेकिन, लंबी अवधि में उनके पास उच्च रिटर्न देने की काफी संभावनाएं हैं। इक्विटी फंड कई प्रकार के होते हैं जैसेलार्ज कैप फंड,मध्यम दर्जे की कंपनियों के शेयर औरस्मॉल कैप फंड,विविध निधि,क्षेत्र निधिआदि। जो निवेशक इक्विटी में निवेश करने की योजना बना रहे हैं, उनके पास उच्च होना चाहिए-जोखिम उठाने का माद्दा और लंबी अवधि के लिए निवेशित रहना चाहिए, आदर्श रूप से 5-10 वर्ष या उससे अधिक तक। निम्नलिखित हैं:सर्वश्रेष्ठ इक्विटी म्युचुअल फंड उच्चतम रिटर्न के साथ।
5 साल के उच्चतम रिटर्न के साथ शीर्ष 5 लार्ज कैप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹91.4064
↓ -0.61 ₹44,165 4 13.1 3.3 20.2 23.7 18.2 ICICI Prudential Bluechip Fund Growth ₹110.84
↓ -0.77 ₹71,788 2.5 11.3 2.6 18.5 21.4 16.9 HDFC Top 100 Fund Growth ₹1,136.86
↓ -7.09 ₹38,117 1.8 8.4 -1.5 16.5 20.6 11.6 JM Core 11 Fund Growth ₹19.7027
↓ -0.05 ₹284 3.2 9.8 -6.3 19.4 19.4 24.3 Aditya Birla Sun Life Frontline Equity Fund Growth ₹527.05
↓ -3.37 ₹30,235 2.4 11.5 1.2 15.6 19.3 15.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund JM Core 11 Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Upper mid AUM (₹44,165 Cr). Highest AUM (₹71,788 Cr). Lower mid AUM (₹38,117 Cr). Bottom quartile AUM (₹284 Cr). Bottom quartile AUM (₹30,235 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (28 yrs). Established history (17+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). 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: 23.72% (top quartile). 5Y return: 21.39% (upper mid). 5Y return: 20.57% (lower mid). 5Y return: 19.44% (bottom quartile). 5Y return: 19.26% (bottom quartile). Point 6 3Y return: 20.18% (top quartile). 3Y return: 18.52% (lower mid). 3Y return: 16.50% (bottom quartile). 3Y return: 19.42% (upper mid). 3Y return: 15.64% (bottom quartile). Point 7 1Y return: 3.25% (top quartile). 1Y return: 2.65% (upper mid). 1Y return: -1.49% (bottom quartile). 1Y return: -6.31% (bottom quartile). 1Y return: 1.25% (lower mid). Point 8 Alpha: 0.61 (lower mid). Alpha: 1.58 (top quartile). Alpha: -2.13 (bottom quartile). Alpha: -4.99 (bottom quartile). Alpha: 1.34 (upper mid). Point 9 Sharpe: -0.37 (upper mid). Sharpe: -0.35 (top quartile). Sharpe: -0.64 (bottom quartile). Sharpe: -0.75 (bottom quartile). Sharpe: -0.38 (lower mid). Point 10 Information ratio: 1.84 (top quartile). Information ratio: 1.50 (upper mid). Information ratio: 0.96 (lower mid). Information ratio: 0.40 (bottom quartile). Information ratio: 0.80 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
JM Core 11 Fund
Aditya Birla Sun Life Frontline Equity Fund
5 साल के उच्चतम रिटर्न के साथ शीर्ष 5 मिड और स्मॉल कैप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹104.433
↑ 0.32 ₹33,609 6.3 13.4 2.9 29 33.4 57.1 Nippon India Small Cap Fund Growth ₹168.776
↓ -0.66 ₹65,922 3.4 14.9 -5.6 24.9 32.7 26.1 HDFC Small Cap Fund Growth ₹141.949
↓ -0.80 ₹36,353 6.7 17.9 0.7 24.9 30.1 20.4 Franklin India Smaller Companies Fund Growth ₹169.49
↓ -0.81 ₹13,825 0.4 13.3 -8.5 24.5 29.7 23.2 Edelweiss Mid Cap Fund Growth ₹101.788
↓ -0.02 ₹11,027 5.2 17.5 3.8 25.8 29.2 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund Edelweiss Mid Cap Fund Point 1 Lower mid AUM (₹33,609 Cr). Highest AUM (₹65,922 Cr). Upper mid AUM (₹36,353 Cr). Bottom quartile AUM (₹13,825 Cr). Bottom quartile AUM (₹11,027 Cr). Point 2 Established history (11+ yrs). Established history (14+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 33.41% (top quartile). 5Y return: 32.70% (upper mid). 5Y return: 30.15% (lower mid). 5Y return: 29.71% (bottom quartile). 5Y return: 29.24% (bottom quartile). Point 6 3Y return: 28.96% (top quartile). 3Y return: 24.89% (lower mid). 3Y return: 24.86% (bottom quartile). 3Y return: 24.45% (bottom quartile). 3Y return: 25.78% (upper mid). Point 7 1Y return: 2.91% (upper mid). 1Y return: -5.62% (bottom quartile). 1Y return: 0.67% (lower mid). 1Y return: -8.46% (bottom quartile). 1Y return: 3.84% (top quartile). Point 8 Alpha: 3.70 (upper mid). Alpha: -3.84 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -5.51 (bottom quartile). Alpha: 5.32 (top quartile). Point 9 Sharpe: -0.11 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.17 (lower mid). Sharpe: -0.59 (bottom quartile). Sharpe: -0.06 (top quartile). Point 10 Information ratio: 0.44 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.06 (bottom quartile). Information ratio: 0.20 (upper mid). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies Fund
Edelweiss Mid Cap Fund
5 साल के उच्चतम रिटर्न के साथ टॉप 5 डायवर्सिफाइड फंड या मल्टी कैप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹301.72
↓ -1.51 ₹45,881 4.7 16.5 2.2 24.4 29.2 25.8 HDFC Equity Fund Growth ₹1,998.34
↓ -13.50 ₹80,642 3 11.9 7.3 23 27.3 23.5 Mahindra Badhat Yojana Growth ₹35.2658
↓ -0.14 ₹5,727 3.9 14 -2.2 20.7 25.2 23.4 JM Multicap Fund Growth ₹97.4333
↓ -0.68 ₹5,957 1.4 7.9 -9.6 22.9 25.1 33.3 Franklin India Equity Fund Growth ₹1,634.52
↓ -9.23 ₹18,988 1.4 10.6 0 19.5 24 21.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana JM Multicap Fund Franklin India Equity Fund Point 1 Upper mid AUM (₹45,881 Cr). Highest AUM (₹80,642 Cr). Bottom quartile AUM (₹5,727 Cr). Bottom quartile AUM (₹5,957 Cr). Lower mid AUM (₹18,988 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (30 yrs). Established history (8+ yrs). Established history (16+ yrs). Established history (30+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 3★ (lower mid). 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: 29.18% (top quartile). 5Y return: 27.28% (upper mid). 5Y return: 25.15% (lower mid). 5Y return: 25.11% (bottom quartile). 5Y return: 24.01% (bottom quartile). Point 6 3Y return: 24.44% (top quartile). 3Y return: 23.02% (upper mid). 3Y return: 20.72% (bottom quartile). 3Y return: 22.91% (lower mid). 3Y return: 19.47% (bottom quartile). Point 7 1Y return: 2.23% (upper mid). 1Y return: 7.31% (top quartile). 1Y return: -2.25% (bottom quartile). 1Y return: -9.56% (bottom quartile). 1Y return: -0.05% (lower mid). Point 8 Alpha: 2.00 (upper mid). Alpha: 4.65 (top quartile). Alpha: 1.26 (lower mid). Alpha: -9.56 (bottom quartile). Alpha: 0.62 (bottom quartile). Point 9 Sharpe: -0.27 (upper mid). Sharpe: -0.02 (top quartile). Sharpe: -0.32 (lower mid). Sharpe: -1.04 (bottom quartile). Sharpe: -0.39 (bottom quartile). Point 10 Information ratio: 0.95 (lower mid). Information ratio: 1.60 (top quartile). Information ratio: 0.35 (bottom quartile). Information ratio: 0.94 (bottom quartile). Information ratio: 1.16 (upper mid). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
JM Multicap Fund
Franklin India Equity Fund
5 साल के उच्चतम रिटर्न के साथ शीर्ष 5 सेक्टर फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Infrastructure Fund Growth ₹194.04
↓ -0.92 ₹7,941 1.6 13.7 0.9 29.9 33.8 27.4 Franklin Build India Fund Growth ₹141.471
↓ -0.64 ₹2,950 3 15 -2.3 29 31.9 27.8 HDFC Infrastructure Fund Growth ₹47.597
↓ -0.23 ₹2,540 1.4 16 -2.7 29.8 31.9 23 DSP India T.I.G.E.R Fund Growth ₹313.79
↓ -0.66 ₹5,406 3.5 15.2 -7.5 27.7 31.8 32.4 Bandhan Infrastructure Fund Growth ₹49.694
↓ -0.29 ₹1,676 -0.7 14.5 -11.4 28.1 31.5 39.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund Franklin Build India Fund HDFC Infrastructure Fund DSP India T.I.G.E.R Fund Bandhan Infrastructure Fund Point 1 Highest AUM (₹7,941 Cr). Lower mid AUM (₹2,950 Cr). Bottom quartile AUM (₹2,540 Cr). Upper mid AUM (₹5,406 Cr). Bottom quartile AUM (₹1,676 Cr). Point 2 Established history (19+ yrs). Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (21 yrs). Established history (14+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Rating: 5★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 33.78% (top quartile). 5Y return: 31.94% (upper mid). 5Y return: 31.87% (lower mid). 5Y return: 31.78% (bottom quartile). 5Y return: 31.45% (bottom quartile). Point 6 3Y return: 29.94% (top quartile). 3Y return: 28.97% (lower mid). 3Y return: 29.85% (upper mid). 3Y return: 27.71% (bottom quartile). 3Y return: 28.08% (bottom quartile). Point 7 1Y return: 0.94% (top quartile). 1Y return: -2.30% (upper mid). 1Y return: -2.67% (lower mid). 1Y return: -7.55% (bottom quartile). 1Y return: -11.37% (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: 0.00 (bottom quartile). Point 9 Sharpe: -0.42 (top quartile). Sharpe: -0.51 (upper mid). Sharpe: -0.56 (lower mid). Sharpe: -0.65 (bottom quartile). Sharpe: -0.69 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Infrastructure Fund
Franklin Build India Fund
HDFC Infrastructure Fund
DSP India T.I.G.E.R Fund
Bandhan Infrastructure Fund
उच्चतम रिटर्न के साथ सर्वश्रेष्ठ हाइब्रिड म्युचुअल फंड 2022
हाइब्रिड फंड, जिसे . के रूप में भी जाना जाता हैबैलेंस्ड फंड ऋण और इक्विटी दोनों के संयोजन में। डेट हाइब्रिड फंड में डेट सिक्योरिटीज में निवेश का एक बड़ा हिस्सा हो सकता है, और एक इक्विटी हाइब्रिड में इक्विटी इंस्ट्रूमेंट्स का एक बड़ा हिस्सा होगा। बैलेंस्ड फंड निवेशकों को न केवल आनंद लेने की अनुमति देते हैंराजधानी वृद्धि, लेकिन यह भी मिलता हैनिश्चित आय नियमित अंतराल पर।
3 साल के उच्चतम रिटर्न के साथ शीर्ष 5 हाइब्रिड डेट फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential MIP 25 Growth ₹76.4091
↓ -0.09 ₹3,237 2.1 6.4 7.2 10.3 10 11.4 HDFC Hybrid Debt Fund Growth ₹81.6347
↓ -0.15 ₹3,388 -0.9 4.1 3.6 10.3 11 10.5 Kotak Debt Hybrid Fund Growth ₹58.0529
↓ -0.09 ₹3,130 -0.7 4.1 3.1 10.1 10.9 11.4 SBI Debt Hybrid Fund Growth ₹72.841
↓ -0.12 ₹9,799 1.3 6.2 5.2 10.1 11.3 11 DSP Regular Savings Fund Growth ₹58.7307
↓ -0.06 ₹178 0.4 5.5 6.5 9.9 9.1 11 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 HDFC Hybrid Debt Fund Kotak Debt Hybrid Fund SBI Debt Hybrid Fund DSP Regular Savings Fund Point 1 Lower mid AUM (₹3,237 Cr). Upper mid AUM (₹3,388 Cr). Bottom quartile AUM (₹3,130 Cr). Highest AUM (₹9,799 Cr). Bottom quartile AUM (₹178 Cr). Point 2 Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 10.05% (bottom quartile). 5Y return: 10.98% (upper mid). 5Y return: 10.85% (lower mid). 5Y return: 11.26% (top quartile). 5Y return: 9.11% (bottom quartile). Point 6 3Y return: 10.32% (top quartile). 3Y return: 10.28% (upper mid). 3Y return: 10.13% (lower mid). 3Y return: 10.13% (bottom quartile). 3Y return: 9.90% (bottom quartile). Point 7 1Y return: 7.21% (top quartile). 1Y return: 3.65% (bottom quartile). 1Y return: 3.10% (bottom quartile). 1Y return: 5.20% (lower mid). 1Y return: 6.50% (upper mid). Point 8 1M return: 0.35% (top quartile). 1M return: -1.05% (bottom quartile). 1M return: -1.35% (bottom quartile). 1M return: -0.39% (upper mid). 1M return: -0.51% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.38 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -0.12 (bottom quartile). Point 10 Sharpe: 0.25 (top quartile). Sharpe: -0.43 (bottom quartile). Sharpe: -0.24 (bottom quartile). Sharpe: -0.23 (lower mid). Sharpe: 0.15 (upper mid). ICICI Prudential MIP 25
HDFC Hybrid Debt Fund
Kotak Debt Hybrid Fund
SBI Debt Hybrid Fund
DSP Regular Savings Fund
3 साल के उच्चतम रिटर्न के साथ शीर्ष 5 हाइब्रिड इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹119.841
↓ -0.27 ₹841 2.5 7.1 -7.2 20.9 21 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.97
↓ -0.03 ₹1,258 2 12.8 -3.7 20.1 23.4 25.8 ICICI Prudential Equity and Debt Fund Growth ₹396.57
↓ -1.42 ₹44,605 3.1 11.4 5.9 19.9 24.2 17.2 UTI Hybrid Equity Fund Growth ₹401.594
↓ -1.87 ₹6,422 0.7 7.3 0.7 16.5 19.4 19.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund UTI Hybrid Equity Fund Sundaram Equity Hybrid Fund Point 1 Bottom quartile AUM (₹841 Cr). Bottom quartile AUM (₹1,258 Cr). Highest AUM (₹44,605 Cr). Upper mid AUM (₹6,422 Cr). Lower mid AUM (₹1,954 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (9+ yrs). Established history (25+ yrs). Established history (30+ yrs). Established history (25+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). 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: 21.04% (lower mid). 5Y return: 23.36% (upper mid). 5Y return: 24.22% (top quartile). 5Y return: 19.45% (bottom quartile). 5Y return: 14.20% (bottom quartile). Point 6 3Y return: 20.86% (top quartile). 3Y return: 20.13% (upper mid). 3Y return: 19.91% (lower mid). 3Y return: 16.51% (bottom quartile). 3Y return: 16.03% (bottom quartile). Point 7 1Y return: -7.24% (bottom quartile). 1Y return: -3.65% (bottom quartile). 1Y return: 5.92% (upper mid). 1Y return: 0.74% (lower mid). 1Y return: 27.10% (top quartile). Point 8 1M return: -2.20% (bottom quartile). 1M return: -2.14% (bottom quartile). 1M return: 1.17% (upper mid). 1M return: -1.50% (lower mid). 1M return: 1.80% (top quartile). Point 9 Alpha: -7.43 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.01 (upper mid). Alpha: -0.36 (bottom quartile). Alpha: 5.81 (top quartile). Point 10 Sharpe: -0.92 (bottom quartile). Sharpe: -0.38 (lower mid). Sharpe: -0.18 (upper mid). Sharpe: -0.42 (bottom quartile). Sharpe: 2.64 (top quartile). JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
UTI Hybrid Equity Fund
Sundaram Equity Hybrid Fund
3 साल के उच्चतम रिटर्न के साथ सर्वश्रेष्ठ गोल्ड फंड 2022
जो निवेशक म्युचुअल फंड के माध्यम से सोने में निवेश करना चाहते हैं, वे पसंद कर सकते हैंसोने में निवेश धन। गोल्ड म्यूचुअल फंड गोल्ड में निवेश करते हैंईटीएफ (मुद्रा कारोबार कोष)। भौतिक सोने के विपरीत, उन्हें खरीदना और भुनाना आसान होता है। पिछले 3 वर्षों में सबसे अधिक रिटर्न वाले गोल्ड फंड निम्नलिखित हैं।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Gold Fund Growth ₹29.1297
↓ 0.00 ₹4,740 3.4 14.4 36.5 23.1 12.4 19.6 HDFC Gold Fund Growth ₹29.7654
↓ 0.00 ₹4,537 3.3 14 36.1 23 12.2 18.9 Nippon India Gold Savings Fund Growth ₹38.1363
↑ 0.03 ₹3,248 3.4 14.4 36.2 23 12.2 19 ICICI Prudential Regular Gold Savings Fund Growth ₹30.8553
↓ 0.00 ₹2,384 3.6 14.6 36.4 22.9 12.2 19.5 IDBI Gold Fund Growth ₹25.9803
↑ 0.04 ₹214 3.3 14.4 36.5 22.9 12.1 18.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund HDFC Gold Fund Nippon India Gold Savings Fund ICICI Prudential Regular Gold Savings Fund IDBI Gold Fund Point 1 Highest AUM (₹4,740 Cr). Upper mid AUM (₹4,537 Cr). Lower mid AUM (₹3,248 Cr). Bottom quartile AUM (₹2,384 Cr). Bottom quartile AUM (₹214 Cr). Point 2 Established history (13+ yrs). Established history (13+ yrs). Oldest track record among peers (14 yrs). Established history (13+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Not Rated. 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: 12.40% (top quartile). 5Y return: 12.22% (lower mid). 5Y return: 12.15% (bottom quartile). 5Y return: 12.25% (upper mid). 5Y return: 12.09% (bottom quartile). Point 6 3Y return: 23.13% (top quartile). 3Y return: 22.96% (upper mid). 3Y return: 22.95% (lower mid). 3Y return: 22.91% (bottom quartile). 3Y return: 22.89% (bottom quartile). Point 7 1Y return: 36.47% (upper mid). 1Y return: 36.11% (bottom quartile). 1Y return: 36.19% (bottom quartile). 1Y return: 36.39% (lower mid). 1Y return: 36.49% (top quartile). Point 8 1M return: -0.24% (lower mid). 1M return: -0.27% (bottom quartile). 1M return: -0.21% (upper mid). 1M return: -0.26% (bottom quartile). 1M return: 0.25% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.53 (top quartile). Sharpe: 2.50 (lower mid). Sharpe: 2.48 (bottom quartile). Sharpe: 2.50 (upper mid). Sharpe: 2.25 (bottom quartile). SBI Gold Fund
HDFC Gold Fund
Nippon India Gold Savings Fund
ICICI Prudential Regular Gold Savings Fund
IDBI Gold Fund
यहां प्रदान की गई जानकारी सटीक है, यह 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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