+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 IDBI Liquid Fund Growth ₹2,454.04
↑ 0.35 ₹503 0.5 1.7 3.4 6.6 6.66% 1M 7D 1M 10D BOI AXA Liquid Fund Growth ₹3,116.21
↑ 0.63 ₹1,107 0.5 1.5 3 6.4 6.6 5.94% 2M 1D 1M 20D Axis Liquid Fund Growth ₹3,012.08
↑ 0.57 ₹35,653 0.5 1.5 2.9 6.4 6.6 6.06% 1M 28D 2M 2D Edelweiss Liquid Fund Growth ₹3,459.49
↑ 0.71 ₹10,414 0.5 1.5 2.9 6.4 6.5 6.03% 2M 1D 2M 1D Indiabulls Liquid Fund Growth ₹2,615.62
↑ 0.56 ₹165 0.5 1.5 2.9 6.4 6.6 6.02% 2M 2M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Liquid Fund BOI AXA Liquid Fund Axis Liquid Fund Edelweiss Liquid Fund Indiabulls Liquid Fund Point 1 Bottom quartile AUM (₹503 Cr). Lower mid AUM (₹1,107 Cr). Highest AUM (₹35,653 Cr). Upper mid AUM (₹10,414 Cr). Bottom quartile AUM (₹165 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (16+ yrs). Oldest track record among peers (18 yrs). Established history (14+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.55% (top quartile). 1Y return: 6.43% (upper mid). 1Y return: 6.40% (lower mid). 1Y return: 6.39% (bottom quartile). 1Y return: 6.39% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.53% (upper mid). 1M return: 0.52% (lower mid). 1M return: 0.52% (bottom quartile). 1M return: 0.51% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 4.02 (top quartile). Sharpe: 3.47 (lower mid). Sharpe: 3.82 (upper mid). Sharpe: 3.18 (bottom quartile). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 1.26 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.71 (bottom quartile). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 5.94% (bottom quartile). Yield to maturity (debt): 6.06% (upper mid). Yield to maturity (debt): 6.03% (lower mid). Yield to maturity (debt): 6.02% (bottom quartile). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.16 yrs (upper mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.17 yrs (lower mid). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Edelweiss Liquid Fund
Indiabulls 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 ₹569.078
↑ 0.10 ₹23,615 1.3 2.9 7.1 7.4 7.4 6.81% 5M 19D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.7177
↑ 0.01 ₹16,907 1.3 2.9 6.8 7.1 7.1 6.82% 5M 19D 7M 10D SBI Magnum Ultra Short Duration Fund Growth ₹6,193.19
↑ 1.49 ₹14,639 1.3 2.9 6.8 7.1 7 6.49% 5M 5D 5M 23D Kotak Savings Fund Growth ₹44.3929
↑ 0.01 ₹14,243 1.3 2.8 6.6 6.9 6.8 6.66% 5M 26D 6M 25D 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 Kotak Savings Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹23,615 Cr). Upper mid AUM (₹16,907 Cr). Lower mid AUM (₹14,639 Cr). Bottom quartile AUM (₹14,243 Cr). Point 2 Established history (18+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (21+ 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: Moderately Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 7.08% (upper mid). 1Y return: 6.83% (lower mid). 1Y return: 6.76% (bottom quartile). 1Y return: 6.61% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.44% (bottom quartile). 1M return: 0.45% (bottom quartile). 1M return: 0.47% (upper mid). 1M return: 0.45% (lower mid). Point 7 Sharpe: 2.57 (bottom quartile). Sharpe: 3.14 (top quartile). Sharpe: 2.94 (upper mid). Sharpe: 2.90 (lower mid). Sharpe: 2.06 (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): 6.81% (upper mid). Yield to maturity (debt): 6.82% (top quartile). Yield to maturity (debt): 6.49% (bottom quartile). Yield to maturity (debt): 6.66% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.47 yrs (lower mid). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.43 yrs (upper mid). Modified duration: 0.49 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
Kotak Savings 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% HDFC Short Term Debt Fund Growth ₹33.1011
↑ 0.01 ₹18,079 0.8 2.3 7.1 7.6 7.8 7.11% 2Y 5M 12D 3Y 6M 25D ICICI Prudential Short Term Fund Growth ₹62.2623
↓ 0.00 ₹20,935 0.9 2.5 7.3 7.6 8 7.32% 2Y 6M 29D 4Y 7M 24D Axis Short Term Fund Growth ₹31.9766
↑ 0.00 ₹12,708 0.8 2.3 7.4 7.5 8.1 7.04% 2Y 3M 14D 2Y 10M 2D Nippon India Short Term Fund Growth ₹54.574
↑ 0.03 ₹9,723 0.7 2.2 7.3 7.5 7.9 0% 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 HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Axis Short Term Fund Nippon India Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹18,079 Cr). Highest AUM (₹20,935 Cr). Lower mid AUM (₹12,708 Cr). Bottom quartile AUM (₹9,723 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (16+ yrs). Established history (23+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 7.15% (bottom quartile). 1Y return: 7.33% (lower mid). 1Y return: 7.42% (upper mid). 1Y return: 7.26% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.28% (bottom quartile). 1M return: 0.25% (bottom quartile). 1M return: 0.28% (lower mid). 1M return: 0.34% (upper mid). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.26 (lower mid). Sharpe: 1.58 (top quartile). Sharpe: 1.41 (upper mid). Sharpe: 1.15 (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% (upper mid). Yield to maturity (debt): 7.32% (top quartile). Yield to maturity (debt): 7.04% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.45 yrs (bottom quartile). Modified duration: 2.58 yrs (bottom quartile). Modified duration: 2.29 yrs (lower mid). Modified duration: 0.00 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Nippon India Short Term 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 ₹104.164
↓ -0.16 ₹9,181 -0.1 0.8 5.3 7.3 6.8 7.25% 6Y 6M 7D 18Y 4M 17D Axis Gilt Fund Growth ₹25.6947
↓ -0.01 ₹686 -0.3 0.6 4.1 7 5.2 6.82% 7Y 7M 2D 17Y 10M 13D Bandhan Government Securities Fund - Investment Plan Growth ₹35.5292
↑ 0.02 ₹2,248 0.5 1.5 3.7 6.9 3.7 6.6% 4Y 6M 25D 5Y 7M 17D SBI Magnum Gilt Fund Growth ₹66.4044
↑ 0.05 ₹10,817 -0.1 0.7 3.9 6.9 4.5 6.44% 5Y 1M 6D 8Y 2M 16D UTI Gilt Fund Growth ₹63.6737
↑ 0.11 ₹545 0.6 1.4 4.7 6.8 5.1 6.65% 5Y 2M 1D 7Y 1M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund Bandhan Government Securities Fund - Investment Plan SBI Magnum Gilt Fund UTI Gilt Fund Point 1 Upper mid AUM (₹9,181 Cr). Bottom quartile AUM (₹686 Cr). Lower mid AUM (₹2,248 Cr). Highest AUM (₹10,817 Cr). Bottom quartile AUM (₹545 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (24+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 5.32% (top quartile). 1Y return: 4.06% (lower mid). 1Y return: 3.68% (bottom quartile). 1Y return: 3.93% (bottom quartile). 1Y return: 4.71% (upper mid). Point 6 1M return: -0.24% (bottom quartile). 1M return: -0.24% (bottom quartile). 1M return: 0.39% (top quartile). 1M return: 0.19% (lower mid). 1M return: 0.36% (upper mid). Point 7 Sharpe: 0.24 (top quartile). Sharpe: -0.17 (upper mid). Sharpe: -0.39 (bottom quartile). Sharpe: -0.32 (bottom quartile). Sharpe: -0.20 (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): 7.25% (top quartile). Yield to maturity (debt): 6.82% (upper mid). Yield to maturity (debt): 6.60% (bottom quartile). Yield to maturity (debt): 6.44% (bottom quartile). Yield to maturity (debt): 6.65% (lower mid). Point 10 Modified duration: 6.52 yrs (bottom quartile). Modified duration: 7.59 yrs (bottom quartile). Modified duration: 4.57 yrs (top quartile). Modified duration: 5.10 yrs (upper mid). Modified duration: 5.17 yrs (lower mid). ICICI Prudential Gilt Fund
Axis Gilt Fund
Bandhan Government Securities Fund - Investment Plan
SBI Magnum 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 ₹23.4664
↑ 0.04 ₹618 0.9 3 8.1 8.4 8.5 7.28% 4Y 8M 6D 6Y 7M 11D Nippon India Dynamic Bond Fund Growth ₹38.2865
↑ 0.07 ₹4,388 0.6 1.5 6.7 7.6 7.1 7.12% 3Y 6M 14D 4Y 9M 4D ICICI Prudential Long Term Plan Growth ₹37.7927
↓ -0.03 ₹14,929 0.4 1.6 6.1 7.4 7.2 7.62% 4Y 10M 28D 12Y 7M 13D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.3361
↑ 0.02 ₹1,878 0.4 1.5 6.2 7.3 7 7.69% 6Y 11D 12Y 7M 28D 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 Nippon India Dynamic Bond Fund ICICI Prudential Long Term Plan Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹618 Cr). Upper mid AUM (₹4,388 Cr). Highest AUM (₹14,929 Cr). Lower mid AUM (₹1,878 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (21+ yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Not Rated. Top rated. Rating: 3★ (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: 8.14% (upper mid). 1Y return: 6.66% (lower mid). 1Y return: 6.14% (bottom quartile). 1Y return: 6.18% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.66% (upper mid). 1M return: 0.63% (lower mid). 1M return: 0.02% (bottom quartile). 1M return: 0.21% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.94 (upper mid). Sharpe: 0.39 (bottom quartile). Sharpe: 0.53 (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): 7.28% (lower mid). Yield to maturity (debt): 7.12% (bottom quartile). Yield to maturity (debt): 7.62% (upper mid). Yield to maturity (debt): 7.69% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.68 yrs (lower mid). Modified duration: 3.54 yrs (upper mid). Modified duration: 4.91 yrs (bottom quartile). Modified duration: 6.03 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Nippon India Dynamic Bond Fund
ICICI Prudential Long Term Plan
Aditya Birla Sun Life 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 ₹94.0026
↑ 0.41 ₹50,876 1.2 6 13.3 19.5 17.8 9.2 ICICI Prudential Bluechip Fund Growth ₹114.57
↑ 0.33 ₹78,502 1.3 6 12.4 18.4 15.8 11.3 HDFC Top 100 Fund Growth ₹1,182.9
↑ 4.18 ₹40,604 2.4 6.6 10.1 16.3 14.7 7.9 Invesco India Largecap Fund Growth ₹70.81
↑ 0.34 ₹1,718 -0.3 5.3 11 18 14.4 5.5 JM Core 11 Fund Growth ₹20.0188
↑ 0.13 ₹299 -1.5 5.1 6.6 18 13.6 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund Invesco India Largecap Fund JM Core 11 Fund Point 1 Upper mid AUM (₹50,876 Cr). Highest AUM (₹78,502 Cr). Lower mid AUM (₹40,604 Cr). Bottom quartile AUM (₹1,718 Cr). Bottom quartile AUM (₹299 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). 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: 17.81% (top quartile). 5Y return: 15.78% (upper mid). 5Y return: 14.73% (lower mid). 5Y return: 14.42% (bottom quartile). 5Y return: 13.63% (bottom quartile). Point 6 3Y return: 19.47% (top quartile). 3Y return: 18.42% (upper mid). 3Y return: 16.33% (bottom quartile). 3Y return: 18.02% (lower mid). 3Y return: 17.98% (bottom quartile). Point 7 1Y return: 13.34% (top quartile). 1Y return: 12.44% (upper mid). 1Y return: 10.13% (bottom quartile). 1Y return: 11.02% (lower mid). 1Y return: 6.59% (bottom quartile). Point 8 Alpha: -0.94 (upper mid). Alpha: 1.30 (top quartile). Alpha: -1.63 (lower mid). Alpha: -5.05 (bottom quartile). Alpha: -9.25 (bottom quartile). Point 9 Sharpe: 0.29 (upper mid). Sharpe: 0.48 (top quartile). Sharpe: 0.21 (lower mid). Sharpe: 0.04 (bottom quartile). Sharpe: -0.39 (bottom quartile). Point 10 Information ratio: 1.37 (top quartile). Information ratio: 1.26 (upper mid). Information ratio: 0.54 (bottom quartile). Information ratio: 0.67 (lower mid). Information ratio: 0.16 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
Invesco India Largecap Fund
JM Core 11 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 (%) Nippon India Small Cap Fund Growth ₹165.813
↑ 1.24 ₹68,287 -1.9 0.7 6.9 21.5 24.7 -4.7 Motilal Oswal Midcap 30 Fund Growth ₹95.7714
↑ 0.23 ₹36,880 -6.4 -3.7 0.5 23.1 24.5 -12.1 HDFC Mid-Cap Opportunities Fund Growth ₹205.328
↑ 0.19 ₹92,642 1.9 8.4 16.7 26 23.7 6.8 Edelweiss Mid Cap Fund Growth ₹104.934
↑ 0.19 ₹13,650 1.5 7 16 26 22.3 3.8 HDFC Small Cap Fund Growth ₹138.037
↑ 0.75 ₹37,753 -3 -0.2 9.6 19.7 21.9 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Small Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund HDFC Small Cap Fund Point 1 Upper mid AUM (₹68,287 Cr). Bottom quartile AUM (₹36,880 Cr). Highest AUM (₹92,642 Cr). Bottom quartile AUM (₹13,650 Cr). Lower mid AUM (₹37,753 Cr). Point 2 Established history (15+ yrs). Established history (11+ yrs). Oldest track record among peers (18 yrs). Established history (18+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 24.70% (top quartile). 5Y return: 24.53% (upper mid). 5Y return: 23.71% (lower mid). 5Y return: 22.26% (bottom quartile). 5Y return: 21.85% (bottom quartile). Point 6 3Y return: 21.49% (bottom quartile). 3Y return: 23.12% (lower mid). 3Y return: 25.98% (upper mid). 3Y return: 26.00% (top quartile). 3Y return: 19.66% (bottom quartile). Point 7 1Y return: 6.91% (bottom quartile). 1Y return: 0.45% (bottom quartile). 1Y return: 16.75% (top quartile). 1Y return: 16.01% (upper mid). 1Y return: 9.60% (lower mid). Point 8 Alpha: -1.23 (lower mid). Alpha: -18.12 (bottom quartile). Alpha: 0.63 (top quartile). Alpha: -1.98 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: -0.42 (bottom quartile). Sharpe: -0.79 (bottom quartile). Sharpe: 0.12 (top quartile). Sharpe: -0.02 (upper mid). Sharpe: -0.23 (lower mid). Point 10 Information ratio: -0.02 (bottom quartile). Information ratio: 0.10 (lower mid). Information ratio: 0.44 (top quartile). Information ratio: 0.40 (upper mid). Information ratio: 0.00 (bottom quartile). Nippon India Small Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
HDFC Small 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 ₹301.374
↑ 2.11 ₹50,352 -0.2 2.7 12.6 22 22.6 4.1 HDFC Equity Fund Growth ₹2,089.84
↑ 8.77 ₹96,295 1.7 7.5 14.6 22.4 20.7 11.4 Mahindra Badhat Yojana Growth ₹36.2459
↑ 0.06 ₹6,133 0.3 5.2 12.9 21.3 19 3.4 Parag Parikh Long Term Equity Fund Growth ₹86.0799
↑ 0.32 ₹133,309 0.5 2.9 7.2 20.3 17.8 7.8 ICICI Prudential Multicap Fund Growth ₹817.58
↑ 4.60 ₹16,263 2 5.3 10.6 20.6 17.7 5.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana Parag Parikh Long Term Equity Fund ICICI Prudential Multicap Fund Point 1 Lower mid AUM (₹50,352 Cr). Upper mid AUM (₹96,295 Cr). Bottom quartile AUM (₹6,133 Cr). Highest AUM (₹133,309 Cr). Bottom quartile AUM (₹16,263 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (12+ yrs). Established history (31+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Not Rated. Rating: 3★ (upper mid). 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: 22.56% (top quartile). 5Y return: 20.70% (upper mid). 5Y return: 19.00% (lower mid). 5Y return: 17.76% (bottom quartile). 5Y return: 17.66% (bottom quartile). Point 6 3Y return: 21.96% (upper mid). 3Y return: 22.39% (top quartile). 3Y return: 21.32% (lower mid). 3Y return: 20.26% (bottom quartile). 3Y return: 20.62% (bottom quartile). Point 7 1Y return: 12.60% (lower mid). 1Y return: 14.63% (top quartile). 1Y return: 12.90% (upper mid). 1Y return: 7.22% (bottom quartile). 1Y return: 10.63% (bottom quartile). Point 8 Alpha: -1.30 (bottom quartile). Alpha: 3.70 (top quartile). Alpha: -1.73 (bottom quartile). Alpha: 0.65 (upper mid). Alpha: 0.06 (lower mid). Point 9 Sharpe: -0.05 (bottom quartile). Sharpe: 0.53 (top quartile). Sharpe: -0.07 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: 0.03 (lower mid). Point 10 Information ratio: 0.64 (lower mid). Information ratio: 1.24 (top quartile). Information ratio: 0.17 (bottom quartile). Information ratio: 0.80 (upper mid). Information ratio: 0.27 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
Parag Parikh Long Term Equity Fund
ICICI Prudential Multicap 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 (%) SBI PSU Fund Growth ₹36.2033
↑ 0.19 ₹5,817 7.7 16.7 27.3 33.7 28.7 11.3 ICICI Prudential Infrastructure Fund Growth ₹198.94
↑ 1.27 ₹8,134 0.4 4.4 14 25.8 27.6 6.7 Invesco India PSU Equity Fund Growth ₹68.11
↑ 0.09 ₹1,449 2.6 11.3 24.9 31.9 26.9 10.3 DSP India T.I.G.E.R Fund Growth ₹324.357
↑ 2.96 ₹5,323 3 6.3 14.4 25.9 24.6 -2.5 HDFC Infrastructure Fund Growth ₹48.358
↑ 0.22 ₹2,452 0.3 3.4 13.1 27.6 24.6 2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund DSP India T.I.G.E.R Fund HDFC Infrastructure Fund Point 1 Upper mid AUM (₹5,817 Cr). Highest AUM (₹8,134 Cr). Bottom quartile AUM (₹1,449 Cr). Lower mid AUM (₹5,323 Cr). Bottom quartile AUM (₹2,452 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 28.72% (top quartile). 5Y return: 27.58% (upper mid). 5Y return: 26.92% (lower mid). 5Y return: 24.65% (bottom quartile). 5Y return: 24.62% (bottom quartile). Point 6 3Y return: 33.66% (top quartile). 3Y return: 25.81% (bottom quartile). 3Y return: 31.89% (upper mid). 3Y return: 25.86% (bottom quartile). 3Y return: 27.57% (lower mid). Point 7 1Y return: 27.32% (top quartile). 1Y return: 13.98% (bottom quartile). 1Y return: 24.86% (upper mid). 1Y return: 14.45% (lower mid). 1Y return: 13.12% (bottom quartile). Point 8 Alpha: -0.22 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -1.90 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: 0.33 (top quartile). Sharpe: 0.12 (lower mid). Sharpe: 0.27 (upper mid). Sharpe: -0.31 (bottom quartile). Sharpe: -0.12 (bottom quartile). Point 10 Information ratio: -0.47 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.37 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). SBI PSU Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
DSP India T.I.G.E.R Fund
HDFC 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 ₹78.063
↑ 0.12 ₹3,359 0.8 3.1 8.1 10.3 8.9 7.9 Kotak Debt Hybrid Fund Growth ₹59.3853
↑ 0.08 ₹3,108 0.5 2.3 5.5 10 8.9 5.3 SBI Debt Hybrid Fund Growth ₹74.6332
↑ 0.07 ₹9,851 0.7 3.1 7.8 9.9 9.3 6.7 HDFC Hybrid Debt Fund Growth ₹83.5332
↑ 0.13 ₹3,354 0.5 2.2 5.9 9.8 9.3 5.5 DSP Regular Savings Fund Growth ₹59.9361
↑ 0.02 ₹184 0.5 2.2 7.1 9.8 8 7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 Kotak Debt Hybrid Fund SBI Debt Hybrid Fund HDFC Hybrid Debt Fund DSP Regular Savings Fund Point 1 Upper mid AUM (₹3,359 Cr). Bottom quartile AUM (₹3,108 Cr). Highest AUM (₹9,851 Cr). Lower mid AUM (₹3,354 Cr). Bottom quartile AUM (₹184 Cr). Point 2 Established history (21+ yrs). Established history (22+ yrs). Oldest track record among peers (24 yrs). Established history (22+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 5★ (upper mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.86% (bottom quartile). 5Y return: 8.93% (lower mid). 5Y return: 9.28% (top quartile). 5Y return: 9.26% (upper mid). 5Y return: 7.97% (bottom quartile). Point 6 3Y return: 10.31% (top quartile). 3Y return: 9.97% (upper mid). 3Y return: 9.94% (lower mid). 3Y return: 9.82% (bottom quartile). 3Y return: 9.81% (bottom quartile). Point 7 1Y return: 8.10% (top quartile). 1Y return: 5.52% (bottom quartile). 1Y return: 7.81% (upper mid). 1Y return: 5.89% (bottom quartile). 1Y return: 7.10% (lower mid). Point 8 1M return: 0.50% (upper mid). 1M return: 0.33% (bottom quartile). 1M return: 0.64% (top quartile). 1M return: 0.37% (lower mid). 1M return: -0.13% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: -2.43 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.01 (top quartile). Point 10 Sharpe: 0.57 (top quartile). Sharpe: -0.12 (bottom quartile). Sharpe: 0.16 (lower mid). Sharpe: -0.09 (bottom quartile). Sharpe: 0.33 (upper mid). ICICI Prudential MIP 25
Kotak Debt Hybrid Fund
SBI Debt Hybrid Fund
HDFC Hybrid Debt 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 (%) ICICI Prudential Equity and Debt Fund Growth ₹412.89
↑ 1.64 ₹49,641 1.9 7.1 14.3 19.6 19.6 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.41
↑ 0.01 ₹1,349 0.7 3.4 8.5 18.8 18.7 -0.9 JM Equity Hybrid Fund Growth ₹119.441
↑ 0.31 ₹785 -1.8 1.9 3.1 18 15.1 -3.1 UTI Hybrid Equity Fund Growth ₹418.909
↑ 0.14 ₹6,758 1.8 5.8 9.4 16.7 15.1 6.4 Bandhan Hybrid Equity Fund Growth ₹27.253
↑ 0.11 ₹1,576 2 7 14.8 16.6 13.9 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund JM Equity Hybrid Fund UTI Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Highest AUM (₹49,641 Cr). Bottom quartile AUM (₹1,349 Cr). Bottom quartile AUM (₹785 Cr). Upper mid AUM (₹6,758 Cr). Lower mid AUM (₹1,576 Cr). Point 2 Established history (26+ yrs). Established history (9+ yrs). Established history (30+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 3★ (upper mid). 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: 19.64% (top quartile). 5Y return: 18.71% (upper mid). 5Y return: 15.10% (lower mid). 5Y return: 15.07% (bottom quartile). 5Y return: 13.91% (bottom quartile). Point 6 3Y return: 19.63% (top quartile). 3Y return: 18.76% (upper mid). 3Y return: 18.00% (lower mid). 3Y return: 16.66% (bottom quartile). 3Y return: 16.59% (bottom quartile). Point 7 1Y return: 14.28% (upper mid). 1Y return: 8.50% (bottom quartile). 1Y return: 3.15% (bottom quartile). 1Y return: 9.38% (lower mid). 1Y return: 14.82% (top quartile). Point 8 1M return: 1.39% (lower mid). 1M return: 1.56% (upper mid). 1M return: 1.05% (bottom quartile). 1M return: 1.23% (bottom quartile). 1M return: 2.06% (top quartile). Point 9 Alpha: 4.49 (top quartile). Alpha: 0.00 (upper mid). Alpha: -11.83 (bottom quartile). Alpha: -2.19 (bottom quartile). Alpha: -1.32 (lower mid). Point 10 Sharpe: 0.83 (top quartile). Sharpe: -0.29 (bottom quartile). Sharpe: -0.65 (bottom quartile). Sharpe: 0.08 (lower mid). Sharpe: 0.17 (upper mid). ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
JM Equity Hybrid Fund
UTI Hybrid Equity Fund
Bandhan Hybrid Equity 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 ₹45.2563
↑ 0.15 ₹10,775 26.2 52.1 77.1 38 25 71.5 Aditya Birla Sun Life Gold Fund Growth ₹44.8929
↑ 0.23 ₹1,266 25.8 51.9 76.5 37.8 24.8 72 ICICI Prudential Regular Gold Savings Fund Growth ₹47.8639
↑ 0.25 ₹4,482 26.2 51.9 76.7 37.8 24.8 72 HDFC Gold Fund Growth ₹46.1537
↑ 0.17 ₹8,501 26.1 51.9 76.9 37.7 24.7 71.3 Nippon India Gold Savings Fund Growth ₹59.1096
↑ 0.17 ₹5,301 26 51.8 76.3 37.7 24.7 71.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Nippon India Gold Savings Fund Point 1 Highest AUM (₹10,775 Cr). Bottom quartile AUM (₹1,266 Cr). Bottom quartile AUM (₹4,482 Cr). Upper mid AUM (₹8,501 Cr). Lower mid AUM (₹5,301 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). 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: 24.98% (top quartile). 5Y return: 24.76% (lower mid). 5Y return: 24.83% (upper mid). 5Y return: 24.73% (bottom quartile). 5Y return: 24.70% (bottom quartile). Point 6 3Y return: 37.99% (top quartile). 3Y return: 37.79% (upper mid). 3Y return: 37.77% (lower mid). 3Y return: 37.69% (bottom quartile). 3Y return: 37.66% (bottom quartile). Point 7 1Y return: 77.09% (top quartile). 1Y return: 76.47% (bottom quartile). 1Y return: 76.74% (lower mid). 1Y return: 76.93% (upper mid). 1Y return: 76.27% (bottom quartile). Point 8 1M return: 13.16% (top quartile). 1M return: 13.04% (lower mid). 1M return: 13.01% (bottom quartile). 1M return: 13.04% (upper mid). 1M return: 12.89% (bottom 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: 4.38 (bottom quartile). Sharpe: 4.49 (top quartile). Sharpe: 4.33 (bottom quartile). Sharpe: 4.39 (lower mid). Sharpe: 4.46 (upper mid). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
Nippon India Gold Savings 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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