+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 ₹3,063.36
↑ 0.46 ₹1,824 0.5 1.4 3 6.8 7.4 5.82% 1M 10D 1M 10D Axis Liquid Fund Growth ₹2,961.64
↑ 0.45 ₹37,122 0.5 1.4 3 6.8 7.4 5.9% 1M 9D 1M 11D Indiabulls Liquid Fund Growth ₹2,572.21
↑ 0.35 ₹303 0.5 1.4 3 6.7 7.4 5.88% 1M 3D 1M 3D PGIM India Insta Cash Fund Growth ₹346.262
↑ 0.05 ₹527 0.5 1.4 3 6.7 7.3 5.83% 20D 22D Edelweiss Liquid Fund Growth ₹3,401.68
↑ 0.52 ₹10,218 0.5 1.4 3 6.7 7.3 5.83% 1M 10D 1M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund PGIM India Insta Cash Fund Edelweiss Liquid Fund Point 1 Lower mid AUM (₹1,824 Cr). Highest AUM (₹37,122 Cr). Bottom quartile AUM (₹303 Cr). Bottom quartile AUM (₹527 Cr). Upper mid AUM (₹10,218 Cr). Point 2 Established history (17+ yrs). Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (18 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Rating: 5★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.77% (top quartile). 1Y return: 6.76% (upper mid). 1Y return: 6.75% (lower mid). 1Y return: 6.74% (bottom quartile). 1Y return: 6.73% (bottom quartile). Point 6 1M return: 0.49% (bottom quartile). 1M return: 0.50% (lower mid). 1M return: 0.51% (top quartile). 1M return: 0.49% (bottom quartile). 1M return: 0.50% (upper mid). Point 7 Sharpe: 4.59 (top quartile). Sharpe: 3.41 (bottom quartile). Sharpe: 3.54 (bottom quartile). Sharpe: 3.57 (lower mid). Sharpe: 3.91 (upper mid). Point 8 Information ratio: 0.74 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -1.18 (bottom quartile). Information ratio: -0.64 (bottom quartile). Information ratio: 0.00 (lower mid). Point 9 Yield to maturity (debt): 5.82% (bottom quartile). Yield to maturity (debt): 5.90% (top quartile). Yield to maturity (debt): 5.88% (upper mid). Yield to maturity (debt): 5.83% (lower mid). Yield to maturity (debt): 5.83% (bottom quartile). Point 10 Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.11 yrs (lower mid). Modified duration: 0.09 yrs (upper mid). Modified duration: 0.06 yrs (top quartile). Modified duration: 0.11 yrs (bottom quartile). BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
PGIM India Insta Cash Fund
Edelweiss 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 ₹560.395
↑ 0.30 ₹21,521 1.5 3.5 7.7 7.5 7.9 6.76% 5M 8D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.2825
↑ 0.01 ₹16,980 1.5 3.4 7.3 7.2 7.5 6.66% 4M 20D 7M 2D SBI Magnum Ultra Short Duration Fund Growth ₹6,096.12
↑ 2.91 ₹15,525 1.5 3.2 7.2 7.2 7.4 6.22% 5M 8D 6M Invesco India Ultra Short Term Fund Growth ₹2,750.1
↑ 1.26 ₹1,330 1.4 3.2 7.1 7 7.5 6.35% 5M 16D 5M 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 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 (₹21,521 Cr). Upper mid AUM (₹16,980 Cr). Lower mid AUM (₹15,525 Cr). Bottom quartile AUM (₹1,330 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: 7.73% (upper mid). 1Y return: 7.33% (lower mid). 1Y return: 7.18% (bottom quartile). 1Y return: 7.11% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.58% (upper mid). 1M return: 0.54% (lower mid). 1M return: 0.52% (bottom quartile). 1M return: 0.50% (bottom quartile). Point 7 Sharpe: 2.57 (bottom quartile). Sharpe: 3.66 (top quartile). Sharpe: 2.88 (upper mid). Sharpe: 2.74 (bottom quartile). Sharpe: 2.79 (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): 0.00% (bottom quartile). Yield to maturity (debt): 6.76% (top quartile). Yield to maturity (debt): 6.66% (upper mid). Yield to maturity (debt): 6.22% (bottom quartile). Yield to maturity (debt): 6.35% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.44 yrs (lower mid). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.46 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% HDFC Short Term Debt Fund Growth ₹32.7498
↑ 0.01 ₹17,999 1.4 3.3 8.2 7.9 8.3 6.94% 2Y 3M 7D 3Y 5M 12D ICICI Prudential Short Term Fund Growth ₹61.5336
↑ 0.03 ₹22,339 1.4 3.4 8.2 7.8 7.8 7.27% 2Y 7M 10D 4Y 10M 20D Axis Short Term Fund Growth ₹31.6459
↑ 0.01 ₹12,129 1.4 3.4 8.6 7.8 8 6.89% 2Y 5M 23D 3Y 2M 12D Nippon India Short Term Fund Growth ₹54.0372
↑ 0.02 ₹8,935 1.4 3.4 8.5 7.8 8 7.04% 2Y 6M 18D 3Y 2M 19D 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 (₹17,999 Cr). Highest AUM (₹22,339 Cr). Lower mid AUM (₹12,129 Cr). Bottom quartile AUM (₹8,935 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (22+ 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: 8.22% (bottom quartile). 1Y return: 8.23% (bottom quartile). 1Y return: 8.60% (upper mid). 1Y return: 8.45% (lower mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.74% (lower mid). 1M return: 0.65% (bottom quartile). 1M return: 0.69% (bottom quartile). 1M return: 0.77% (upper mid). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.33 (lower mid). Sharpe: 1.43 (upper mid). Sharpe: 1.56 (top quartile). Sharpe: 1.26 (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): 6.94% (lower mid). Yield to maturity (debt): 7.27% (top quartile). Yield to maturity (debt): 6.89% (bottom quartile). Yield to maturity (debt): 7.04% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.27 yrs (upper mid). Modified duration: 2.61 yrs (bottom quartile). Modified duration: 2.48 yrs (lower mid). Modified duration: 2.55 yrs (bottom quartile). 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 ₹104.313
↓ -0.03 ₹9,145 0.4 1.7 7.6 7.9 8.2 7.21% 6Y 2M 5D 17Y 1M 28D DSP Government Securities Fund Growth ₹96.3459
↓ -0.14 ₹1,494 0 -0.7 5.1 7.6 10.1 7.22% 9Y 6M 14D 25Y 8M 1D Axis Gilt Fund Growth ₹25.7785
↓ -0.01 ₹613 0.3 -0.1 6.1 7.6 10 7.11% 8Y 7M 28D 20Y 18D SBI Magnum Gilt Fund Growth ₹66.452
↓ -0.03 ₹11,322 0.2 -0.4 5.5 7.6 8.9 7.12% 9Y 4M 13D 19Y 10M 6D HDFC Gilt Fund Growth ₹55.7982
↓ -0.03 ₹2,919 0 0.1 6.1 7.4 8.7 7.05% 7Y 11M 26D 20Y 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund DSP Government Securities Fund Axis Gilt Fund SBI Magnum Gilt Fund HDFC Gilt Fund Point 1 Upper mid AUM (₹9,145 Cr). Bottom quartile AUM (₹1,494 Cr). Bottom quartile AUM (₹613 Cr). Highest AUM (₹11,322 Cr). Lower mid AUM (₹2,919 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (26+ yrs). Established history (13+ yrs). Established history (24+ yrs). Established history (24+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.65% (top quartile). 1Y return: 5.05% (bottom quartile). 1Y return: 6.05% (lower mid). 1Y return: 5.54% (bottom quartile). 1Y return: 6.11% (upper mid). Point 6 1M return: 0.60% (lower mid). 1M return: 0.46% (bottom quartile). 1M return: 0.71% (top quartile). 1M return: 0.52% (bottom quartile). 1M return: 0.63% (upper mid). Point 7 Sharpe: 0.13 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: -0.27 (upper mid). Sharpe: -0.41 (bottom quartile). 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): 7.21% (upper mid). Yield to maturity (debt): 7.22% (top quartile). Yield to maturity (debt): 7.11% (bottom quartile). Yield to maturity (debt): 7.12% (lower mid). Yield to maturity (debt): 7.05% (bottom quartile). Point 10 Modified duration: 6.18 yrs (top quartile). Modified duration: 9.54 yrs (bottom quartile). Modified duration: 8.66 yrs (lower mid). Modified duration: 9.37 yrs (bottom quartile). Modified duration: 7.99 yrs (upper mid). ICICI Prudential Gilt Fund
DSP Government Securities Fund
Axis Gilt Fund
SBI Magnum Gilt Fund
HDFC 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 ₹23.1593
↑ 0.00 ₹648 1.2 3.4 8.8 8.4 9.6 7.22% 7Y 1M 6D 7Y 1M 6D Nippon India Dynamic Bond Fund Growth ₹37.9602
↑ 0.01 ₹4,362 0.6 2.3 7.8 8.2 9 6.56% 4Y 4D 4Y 10M 24D ICICI Prudential Long Term Plan Growth ₹37.6286
↓ 0.00 ₹14,905 0.9 2.4 7.9 7.9 8.2 7.64% 4Y 9M 4D 12Y 7M 10D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.0834
↑ 0.01 ₹1,918 0.8 1.7 7.5 7.8 8.8 7.66% 5Y 10M 28D 10Y 9M 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 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 (₹648 Cr). Upper mid AUM (₹4,362 Cr). Highest AUM (₹14,905 Cr). Lower mid AUM (₹1,918 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (20+ yrs). Established history (15+ 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: 8.79% (upper mid). 1Y return: 7.79% (bottom quartile). 1Y return: 7.93% (lower mid). 1Y return: 7.49% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.91% (lower mid). 1M return: 0.95% (upper mid). 1M return: 0.66% (bottom quartile). 1M return: 0.76% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.66 (upper mid). Sharpe: 0.44 (bottom quartile). Sharpe: 0.47 (lower mid). Sharpe: 0.22 (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): 7.22% (lower mid). Yield to maturity (debt): 6.56% (bottom quartile). Yield to maturity (debt): 7.64% (upper mid). Yield to maturity (debt): 7.66% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 7.10 yrs (bottom quartile). Modified duration: 4.01 yrs (upper mid). Modified duration: 4.76 yrs (lower mid). Modified duration: 5.91 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 ₹94.0838
↑ 0.49 ₹45,012 4.7 10.4 9 19.9 25 18.2 ICICI Prudential Bluechip Fund Growth ₹114.46
↑ 0.88 ₹71,840 4.6 8.9 8 18.5 21.8 16.9 HDFC Top 100 Fund Growth ₹1,169.92
↑ 6.95 ₹37,659 2.9 6.4 4.6 16.7 21.5 11.6 JM Core 11 Fund Growth ₹20.8522
↑ 0.19 ₹283 7.6 12.4 3.7 19.8 20.4 24.3 TATA Large Cap Fund Growth ₹521.297
↑ 2.52 ₹2,615 5 8.6 6.9 15.6 19.5 12.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 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 TATA Large Cap Fund Point 1 Upper mid AUM (₹45,012 Cr). Highest AUM (₹71,840 Cr). Lower mid AUM (₹37,659 Cr). Bottom quartile AUM (₹283 Cr). Bottom quartile AUM (₹2,615 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (17+ yrs). Established history (27+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). 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: 24.95% (top quartile). 5Y return: 21.83% (upper mid). 5Y return: 21.55% (lower mid). 5Y return: 20.39% (bottom quartile). 5Y return: 19.48% (bottom quartile). Point 6 3Y return: 19.91% (top quartile). 3Y return: 18.55% (lower mid). 3Y return: 16.68% (bottom quartile). 3Y return: 19.82% (upper mid). 3Y return: 15.57% (bottom quartile). Point 7 1Y return: 9.01% (top quartile). 1Y return: 8.01% (upper mid). 1Y return: 4.59% (bottom quartile). 1Y return: 3.69% (bottom quartile). 1Y return: 6.89% (lower mid). Point 8 Alpha: 2.49 (top quartile). Alpha: 1.67 (upper mid). Alpha: -2.93 (bottom quartile). Alpha: -5.21 (bottom quartile). Alpha: -2.79 (lower mid). Point 9 Sharpe: -0.40 (top quartile). Sharpe: -0.51 (upper mid). Sharpe: -0.87 (bottom quartile). Sharpe: -0.92 (bottom quartile). Sharpe: -0.85 (lower mid). Point 10 Information ratio: 1.96 (top quartile). Information ratio: 1.64 (upper mid). Information ratio: 0.92 (lower mid). Information ratio: 0.54 (bottom quartile). Information ratio: 0.39 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
JM Core 11 Fund
TATA Large Cap 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 ₹105.014
↑ 1.35 ₹34,780 3.8 12.9 1 26.4 33.4 57.1 Nippon India Small Cap Fund Growth ₹171.16
↑ 0.75 ₹64,821 0.4 10.5 0.4 22.8 32.6 26.1 HDFC Small Cap Fund Growth ₹144.027
↑ 1.64 ₹36,294 1.5 16.2 7.9 23.2 30.3 20.4 HDFC Mid-Cap Opportunities Fund Growth ₹200.896
↑ 1.86 ₹83,105 3.3 13.7 9.7 26.2 29.7 28.6 Edelweiss Mid Cap Fund Growth ₹103.534
↑ 0.89 ₹11,297 3.6 12.5 7.3 25 29.2 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Small Cap Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Bottom quartile AUM (₹34,780 Cr). Upper mid AUM (₹64,821 Cr). Lower mid AUM (₹36,294 Cr). Highest AUM (₹83,105 Cr). Bottom quartile AUM (₹11,297 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (18 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper 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: High. Point 5 5Y return: 33.36% (top quartile). 5Y return: 32.59% (upper mid). 5Y return: 30.30% (lower mid). 5Y return: 29.71% (bottom quartile). 5Y return: 29.21% (bottom quartile). Point 6 3Y return: 26.44% (top quartile). 3Y return: 22.85% (bottom quartile). 3Y return: 23.18% (bottom quartile). 3Y return: 26.25% (upper mid). 3Y return: 25.02% (lower mid). Point 7 1Y return: 1.03% (bottom quartile). 1Y return: 0.42% (bottom quartile). 1Y return: 7.87% (upper mid). 1Y return: 9.68% (top quartile). 1Y return: 7.34% (lower mid). Point 8 Alpha: 4.99 (top quartile). Alpha: -2.55 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 3.39 (lower mid). Alpha: 3.95 (upper mid). Point 9 Sharpe: -0.18 (top quartile). Sharpe: -0.65 (bottom quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.28 (lower mid). Sharpe: -0.28 (upper mid). Point 10 Information ratio: 0.57 (upper mid). Information ratio: 0.10 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.88 (top quartile). Information ratio: 0.39 (lower mid). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Small Cap Fund
HDFC Mid-Cap Opportunities 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 ₹305.152
↑ 0.76 ₹46,216 2 11 5.8 22.4 30.2 25.8 HDFC Equity Fund Growth ₹2,080.22
↑ 13.60 ₹81,936 5.3 9.4 10.9 22.7 29.1 23.5 JM Multicap Fund Growth ₹100.084
↑ 0.80 ₹5,943 3.9 6.5 -1.8 22.7 25.7 33.3 Mahindra Badhat Yojana Growth ₹36.2145
↑ 0.26 ₹5,622 1.7 10.5 5.8 19.7 25.2 23.4 ICICI Prudential Multicap Fund Growth ₹809.11
↑ 6.17 ₹15,281 1.9 7.7 4.3 20.4 24.4 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Upper mid AUM (₹46,216 Cr). Highest AUM (₹81,936 Cr). Bottom quartile AUM (₹5,943 Cr). Bottom quartile AUM (₹5,622 Cr). Lower mid AUM (₹15,281 Cr). Point 2 Established history (20+ yrs). Established history (30+ yrs). Established history (17+ yrs). Established history (8+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Not 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: 30.22% (top quartile). 5Y return: 29.06% (upper mid). 5Y return: 25.73% (lower mid). 5Y return: 25.16% (bottom quartile). 5Y return: 24.38% (bottom quartile). Point 6 3Y return: 22.42% (lower mid). 3Y return: 22.68% (upper mid). 3Y return: 22.73% (top quartile). 3Y return: 19.70% (bottom quartile). 3Y return: 20.41% (bottom quartile). Point 7 1Y return: 5.76% (lower mid). 1Y return: 10.92% (top quartile). 1Y return: -1.78% (bottom quartile). 1Y return: 5.78% (upper mid). 1Y return: 4.27% (bottom quartile). Point 8 Alpha: 3.10 (upper mid). Alpha: 4.96 (top quartile). Alpha: -8.50 (bottom quartile). Alpha: -1.14 (lower mid). Alpha: -2.00 (bottom quartile). Point 9 Sharpe: -0.38 (upper mid). Sharpe: -0.16 (top quartile). Sharpe: -1.13 (bottom quartile). Sharpe: -0.64 (lower mid). Sharpe: -0.71 (bottom quartile). Point 10 Information ratio: 1.10 (upper mid). Information ratio: 1.74 (top quartile). Information ratio: 1.09 (lower mid). Information ratio: 0.24 (bottom quartile). Information ratio: 0.53 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
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 (%) ICICI Prudential Infrastructure Fund Growth ₹201.31
↑ 1.54 ₹7,645 3 12.1 8.1 28.2 37.4 27.4 HDFC Infrastructure Fund Growth ₹48.514
↑ 0.24 ₹2,483 1.9 9.8 5 28.4 34.7 23 SBI PSU Fund Growth ₹33.3162
↑ 0.26 ₹5,179 4.8 9 7.5 30.1 33.1 23.5 Franklin Build India Fund Growth ₹145.991
↑ 1.42 ₹2,884 3.5 11.1 6.4 27.5 33 27.8 DSP India T.I.G.E.R Fund Growth ₹318.92
↑ 2.46 ₹5,303 2.2 10.6 0.2 26.2 32.7 32.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund HDFC Infrastructure Fund SBI PSU Fund Franklin Build India Fund DSP India T.I.G.E.R Fund Point 1 Highest AUM (₹7,645 Cr). Bottom quartile AUM (₹2,483 Cr). Lower mid AUM (₹5,179 Cr). Bottom quartile AUM (₹2,884 Cr). Upper mid AUM (₹5,303 Cr). Point 2 Established history (20+ yrs). Established history (17+ yrs). Established history (15+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 37.45% (top quartile). 5Y return: 34.65% (upper mid). 5Y return: 33.13% (lower mid). 5Y return: 33.01% (bottom quartile). 5Y return: 32.69% (bottom quartile). Point 6 3Y return: 28.19% (lower mid). 3Y return: 28.40% (upper mid). 3Y return: 30.12% (top quartile). 3Y return: 27.48% (bottom quartile). 3Y return: 26.20% (bottom quartile). Point 7 1Y return: 8.10% (top quartile). 1Y return: 4.97% (bottom quartile). 1Y return: 7.50% (upper mid). 1Y return: 6.41% (lower mid). 1Y return: 0.19% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.35 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.48 (top quartile). Sharpe: -0.64 (upper mid). Sharpe: -0.81 (bottom quartile). Sharpe: -0.64 (lower mid). Sharpe: -0.71 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.37 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
SBI PSU Fund
Franklin Build India Fund
DSP India T.I.G.E.R 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 ₹77.5269
↑ 0.14 ₹3,261 2.1 5 8.5 10.4 9.9 11.4 HDFC Hybrid Debt Fund Growth ₹83.1967
↑ 0.12 ₹3,359 1.1 2.1 5.4 10.4 11.2 10.5 Kotak Debt Hybrid Fund Growth ₹59.3816
↑ 0.10 ₹3,065 1.4 2.7 5.6 10.3 10.8 11.4 DSP Regular Savings Fund Growth ₹59.6031
↑ 0.03 ₹177 1.1 2.9 7.2 10.2 8.9 11 SBI Debt Hybrid Fund Growth ₹73.9695
↑ 0.19 ₹9,859 1.6 4.2 6.7 10.1 11 11 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 HDFC Hybrid Debt Fund Kotak Debt Hybrid Fund DSP Regular Savings Fund SBI Debt Hybrid Fund Point 1 Lower mid AUM (₹3,261 Cr). Upper mid AUM (₹3,359 Cr). Bottom quartile AUM (₹3,065 Cr). Bottom quartile AUM (₹177 Cr). Highest AUM (₹9,859 Cr). Point 2 Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 5★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 9.91% (bottom quartile). 5Y return: 11.17% (top quartile). 5Y return: 10.76% (lower mid). 5Y return: 8.91% (bottom quartile). 5Y return: 10.97% (upper mid). Point 6 3Y return: 10.40% (top quartile). 3Y return: 10.37% (upper mid). 3Y return: 10.33% (lower mid). 3Y return: 10.17% (bottom quartile). 3Y return: 10.05% (bottom quartile). Point 7 1Y return: 8.52% (top quartile). 1Y return: 5.42% (bottom quartile). 1Y return: 5.56% (bottom quartile). 1Y return: 7.23% (upper mid). 1Y return: 6.75% (lower mid). Point 8 1M return: 1.14% (bottom quartile). 1M return: 1.57% (upper mid). 1M return: 1.79% (top quartile). 1M return: 1.29% (bottom quartile). 1M return: 1.32% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.87 (bottom quartile). Alpha: 0.30 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.06 (top quartile). Sharpe: -0.84 (bottom quartile). Sharpe: -0.77 (bottom quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.46 (lower mid). ICICI Prudential MIP 25
HDFC Hybrid Debt Fund
Kotak Debt Hybrid Fund
DSP Regular Savings Fund
SBI Debt Hybrid 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 ₹123.589
↑ 1.00 ₹804 2.6 6.7 -0.3 20.6 21.3 27 ICICI Prudential Equity and Debt Fund Growth ₹410.31
↑ 2.17 ₹45,168 5.3 8.6 10.6 19.7 26.5 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.21
↑ 0.21 ₹1,253 0.4 7.8 3.6 19.1 22.5 25.8 DSP Equity and Bond Fund Growth ₹364.605
↑ 1.12 ₹11,333 1.6 4.1 6.7 16.6 16.8 17.7 UTI Hybrid Equity Fund Growth ₹411.75
↑ 2.51 ₹6,302 1.9 5.9 5 16.6 19.8 19.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund DSP Equity and Bond Fund UTI Hybrid Equity Fund Point 1 Bottom quartile AUM (₹804 Cr). Highest AUM (₹45,168 Cr). Bottom quartile AUM (₹1,253 Cr). Upper mid AUM (₹11,333 Cr). Lower mid AUM (₹6,302 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (26+ yrs). Established history (9+ yrs). Established history (26+ yrs). Established history (30+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Not Rated. Rating: 4★ (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: 21.26% (lower mid). 5Y return: 26.48% (top quartile). 5Y return: 22.49% (upper mid). 5Y return: 16.81% (bottom quartile). 5Y return: 19.84% (bottom quartile). Point 6 3Y return: 20.58% (top quartile). 3Y return: 19.69% (upper mid). 3Y return: 19.10% (lower mid). 3Y return: 16.58% (bottom quartile). 3Y return: 16.56% (bottom quartile). Point 7 1Y return: -0.31% (bottom quartile). 1Y return: 10.65% (top quartile). 1Y return: 3.55% (bottom quartile). 1Y return: 6.69% (upper mid). 1Y return: 4.99% (lower mid). Point 8 1M return: 4.30% (top quartile). 1M return: 3.32% (bottom quartile). 1M return: 2.22% (bottom quartile). 1M return: 3.35% (lower mid). 1M return: 3.60% (upper mid). Point 9 Alpha: -8.63 (bottom quartile). Alpha: 2.96 (top quartile). Alpha: 0.00 (lower mid). Alpha: 1.18 (upper mid). Alpha: -2.11 (bottom quartile). Point 10 Sharpe: -1.21 (bottom quartile). Sharpe: -0.29 (top quartile). Sharpe: -0.64 (lower mid). Sharpe: -0.47 (upper mid). Sharpe: -0.80 (bottom quartile). JM Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
DSP Equity and Bond Fund
UTI 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 ₹35.2331
↓ -0.15 ₹5,221 21.7 24.7 52.4 31.7 17.4 19.6 Nippon India Gold Savings Fund Growth ₹46.1822
↓ -0.13 ₹3,439 21.8 24.9 52.4 31.6 17.2 19 HDFC Gold Fund Growth ₹36.0061
↓ -0.03 ₹4,915 21.7 24.7 52.2 31.6 17.2 18.9 IDBI Gold Fund Growth ₹31.1643
↓ -0.18 ₹254 20.8 23.5 51.7 31.5 17.6 18.7 Aditya Birla Sun Life Gold Fund Growth ₹34.9915
↓ -0.08 ₹725 21.8 24.7 52.4 31.5 17.4 18.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund Nippon India Gold Savings Fund HDFC Gold Fund IDBI Gold Fund Aditya Birla Sun Life Gold Fund Point 1 Highest AUM (₹5,221 Cr). Lower mid AUM (₹3,439 Cr). Upper mid AUM (₹4,915 Cr). Bottom quartile AUM (₹254 Cr). Bottom quartile AUM (₹725 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Not Rated. Top 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: 17.36% (lower mid). 5Y return: 17.17% (bottom quartile). 5Y return: 17.24% (bottom quartile). 5Y return: 17.55% (top quartile). 5Y return: 17.37% (upper mid). Point 6 3Y return: 31.72% (top quartile). 3Y return: 31.61% (upper mid). 3Y return: 31.61% (lower mid). 3Y return: 31.53% (bottom quartile). 3Y return: 31.50% (bottom quartile). Point 7 1Y return: 52.37% (lower mid). 1Y return: 52.42% (top quartile). 1Y return: 52.24% (bottom quartile). 1Y return: 51.74% (bottom quartile). 1Y return: 52.39% (upper mid). Point 8 1M return: 6.09% (lower mid). 1M return: 6.23% (top quartile). 1M return: 6.06% (bottom quartile). 1M return: 6.14% (upper mid). 1M return: 6.02% (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: 2.58 (upper mid). Sharpe: 2.52 (bottom quartile). Sharpe: 2.55 (lower mid). Sharpe: 2.38 (bottom quartile). Sharpe: 2.66 (top quartile). SBI Gold Fund
Nippon India Gold Savings Fund
HDFC Gold Fund
IDBI Gold Fund
Aditya Birla Sun Life 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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