+91-22-489139095 सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त निवेश 2022 - 2023
भारत में म्यूचुअल फंड योजनाएं पिछले कुछ वर्षों में बढ़ी हैं। नतीजतन,सर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड मेंमंडी बदलते रहो। म्यूचुअल फंड स्कीम को जज करने के लिए विभिन्न रेटिंग सिस्टम हैं, जैसे क्रिसिल, मॉर्निंग स्टार, आईसीआरए, आदि।
ये सिस्टम रिटर्न, जैसे गुणात्मक और मात्रात्मक कारकों के आधार पर म्यूचुअल फंड का मूल्यांकन करते हैं।मानक विचलन, फंड की उम्र, आदि। इन सभी कारकों का योग सर्वश्रेष्ठ प्रदर्शन करने वाली रेटिंग की ओर जाता हैम्यूचुअल फंड्स भारत में।
एकमुश्त म्युचुअल फंड निवेश के लिए टिप्स
सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने का एक सही तरीका इसके गुणात्मक और मात्रात्मक दोनों उपायों को देखना है, जैसे:
योजना संपत्ति का आकार
निवेशकों को हमेशा ऐसे फंड में जाना चाहिए जो न तो बहुत बड़ा हो और न ही बहुत छोटा हो। जबकि फंड के आकार के बीच कोई सटीक परिभाषा और संबंध नहीं है, यह कहा जाता है कि बहुत छोटा और बहुत बड़ा, दोनों ही फंड के प्रदर्शन में बाधा डाल सकते हैं। किसी भी योजना में कम परिसंपत्ति प्रबंधन (एयूएम) बहुत जोखिम भरा होता है क्योंकि आप नहीं जानते कि निवेशक कौन हैं और किसी विशेष योजना में उनका कितना निवेश है। इस प्रकार, एक फंड चुनते समय, उसी के लिए जाने की सलाह दी जाती है जिसका एयूएम लगभग श्रेणी के समान है।
फंड आयु
सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने के लिए, निवेशकों को समय की अवधि के लिए फंड के प्रदर्शन का उचित मूल्यांकन करना चाहिए। साथ ही, ऐसी योजना के लिए जाने का सुझाव दिया जाता है जो 4-5 वर्षों में लगातार रिटर्न दे रही हो।
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बेस्ट लम्पसम इक्विटी म्यूचुअल फंड 2022 - 2023
नीचे से शीर्ष रैंक वाले फंड हैंइक्विटी लार्ज-, मिड-, स्मॉल-, मल्टी-कैप फंड जैसी श्रेणी,ईएलएसएस और क्षेत्रीय निधि।
शीर्ष 5 एकमुश्त लार्ज कैप इक्विटी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹68.04
↓ -0.65 ₹1,925 5,000 -5.3 -2.3 -5.4 11.2 8 5.5 Bandhan Large Cap Fund Growth ₹74.337
↓ -0.55 ₹2,098 5,000 -4.8 -3.7 -7 10.6 7.6 8.2 DSP TOP 100 Equity Growth ₹434.758
↓ -1.47 ₹6,642 1,000 -5.2 -5.8 -10.1 9.1 7.7 8.4 BNP Paribas Large Cap Fund Growth ₹210.109
↓ -1.10 ₹2,465 5,000 -4.3 -4.3 -6.1 9.1 7.7 4.4 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 India Top 100 Equity Fund Invesco India Largecap Fund Bandhan Large Cap Fund DSP TOP 100 Equity BNP Paribas Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,925 Cr). Lower mid AUM (₹2,098 Cr). Highest AUM (₹6,642 Cr). Upper mid AUM (₹2,465 Cr). Point 2 Established history (14+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). 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: 12.61% (top quartile). 5Y return: 7.96% (upper mid). 5Y return: 7.61% (bottom quartile). 5Y return: 7.70% (lower mid). 5Y return: 7.66% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 11.16% (upper mid). 3Y return: 10.61% (lower mid). 3Y return: 9.10% (bottom quartile). 3Y return: 9.10% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -5.41% (upper mid). 1Y return: -7.03% (bottom quartile). 1Y return: -10.08% (bottom quartile). 1Y return: -6.10% (lower mid). Point 8 Alpha: 2.11 (bottom quartile). Alpha: 6.02 (top quartile). Alpha: 3.21 (upper mid). Alpha: -4.08 (bottom quartile). Alpha: 2.79 (lower mid). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.19 (upper mid). Sharpe: -0.33 (lower mid). Sharpe: -0.78 (bottom quartile). Sharpe: -0.36 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.95 (top quartile). Information ratio: 0.22 (bottom quartile). Information ratio: 0.42 (lower mid). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Bandhan Large Cap Fund
DSP TOP 100 Equity
BNP Paribas Large Cap Fund
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शीर्ष 5 एकमुश्त मिड कैप इक्विटी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹96.9986
↓ -1.47 ₹40,208 5,000 -2.2 4 -7.4 15.6 17.6 -12.1 Invesco India Mid Cap Fund Growth ₹181.38
↓ -3.60 ₹15,749 5,000 -9.1 0.4 -2.7 19.1 15.3 6.3 Edelweiss Mid Cap Fund Growth ₹100.789
↓ -1.49 ₹19,230 5,000 -7.4 -2.9 -2.2 17 14.3 3.8 Sundaram Mid Cap Fund Growth ₹1,370.83
↓ -15.77 ₹13,854 5,000 -8.8 -4.2 -3.8 14.7 13.9 4.1 ICICI Prudential MidCap Fund Growth ₹309.98
↓ -7.29 ₹7,961 5,000 -8.9 -6.1 1.4 17.3 13.4 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund Point 1 Highest AUM (₹40,208 Cr). Lower mid AUM (₹15,749 Cr). Upper mid AUM (₹19,230 Cr). Bottom quartile AUM (₹13,854 Cr). Bottom quartile AUM (₹7,961 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.57% (top quartile). 5Y return: 15.34% (upper mid). 5Y return: 14.29% (lower mid). 5Y return: 13.85% (bottom quartile). 5Y return: 13.38% (bottom quartile). Point 6 3Y return: 15.61% (bottom quartile). 3Y return: 19.15% (top quartile). 3Y return: 17.00% (lower mid). 3Y return: 14.74% (bottom quartile). 3Y return: 17.31% (upper mid). Point 7 1Y return: -7.44% (bottom quartile). 1Y return: -2.72% (lower mid). 1Y return: -2.22% (upper mid). 1Y return: -3.80% (bottom quartile). 1Y return: 1.36% (top quartile). Point 8 Alpha: -3.81 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.22 (upper mid). Alpha: -1.10 (bottom quartile). Alpha: 7.02 (top quartile). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: 0.06 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.38 (top quartile). Point 10 Information ratio: 0.24 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.96 (upper mid). Information ratio: 0.52 (lower mid). Information ratio: 1.25 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
शीर्ष 5 एकमुश्त स्मॉल कैप म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Small Cap Fund Growth ₹217.404
↓ -4.60 ₹21,467 1,000 -2.4 8.2 12.4 14.1 14.9 -2.8 IDBI Small Cap Fund Growth ₹32.8472
↓ -0.84 ₹841 5,000 -1.6 8.6 8 13.9 14.3 -13.4 Sundaram Small Cap Fund Growth ₹277.4
↓ -5.77 ₹4,107 5,000 -4 4.5 5.2 12.4 13.1 0.4 Franklin India Smaller Companies Fund Growth ₹166.376
↓ -3.27 ₹14,257 5,000 -7.1 -1.4 -2 8.6 12.9 -8.4 HDFC Small Cap Fund Growth ₹132.241
↓ -1.59 ₹40,801 5,000 -5.9 -0.8 -7.2 7.6 12.2 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Small Cap Fund IDBI Small Cap Fund Sundaram Small Cap Fund Franklin India Smaller Companies Fund HDFC Small Cap Fund Point 1 Upper mid AUM (₹21,467 Cr). Bottom quartile AUM (₹841 Cr). Bottom quartile AUM (₹4,107 Cr). Lower mid AUM (₹14,257 Cr). Highest AUM (₹40,801 Cr). Point 2 Established history (19+ yrs). Established history (9+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (18+ yrs). Point 3 Top rated. Not Rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (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: 14.91% (top quartile). 5Y return: 14.27% (upper mid). 5Y return: 13.11% (lower mid). 5Y return: 12.87% (bottom quartile). 5Y return: 12.20% (bottom quartile). Point 6 3Y return: 14.13% (top quartile). 3Y return: 13.88% (upper mid). 3Y return: 12.45% (lower mid). 3Y return: 8.59% (bottom quartile). 3Y return: 7.60% (bottom quartile). Point 7 1Y return: 12.43% (top quartile). 1Y return: 7.98% (upper mid). 1Y return: 5.16% (lower mid). 1Y return: -2.05% (bottom quartile). 1Y return: -7.18% (bottom quartile). Point 8 Alpha: 12.54 (top quartile). Alpha: 8.36 (upper mid). Alpha: 6.86 (lower mid). Alpha: -1.61 (bottom quartile). Alpha: -8.04 (bottom quartile). Point 9 Sharpe: 0.65 (top quartile). Sharpe: 0.51 (upper mid). Sharpe: 0.46 (lower mid). Sharpe: 0.10 (bottom quartile). Sharpe: -0.35 (bottom quartile). Point 10 Information ratio: 0.63 (top quartile). Information ratio: 0.40 (upper mid). Information ratio: 0.14 (lower mid). Information ratio: -0.50 (bottom quartile). Information ratio: -0.49 (bottom quartile). DSP Small Cap Fund
IDBI Small Cap Fund
Sundaram Small Cap Fund
Franklin India Smaller Companies Fund
HDFC Small Cap Fund
टॉप 5 एकमुश्त डायवर्सिफाइड/मल्टी कैप इक्विटी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 5,000 10.2 13.2 13.5 22.7 12 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹36.71
↓ -0.70 ₹1,386 1,000 -3.6 5.2 10.3 17.6 12.7 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 5,000 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹59.7114
↓ -1.02 ₹13,446 5,000 -1.6 4.9 -5 15.1 10.6 -5.6 Mahindra Badhat Yojana Growth ₹37.0421
↓ -0.57 ₹7,457 1,000 -3.6 2.1 2.8 13.6 11.8 3.4 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 Diversified Equity Fund Aditya Birla Sun Life Manufacturing Equity Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Point 1 Bottom quartile AUM (₹382 Cr). Lower mid AUM (₹1,386 Cr). Bottom quartile AUM (₹588 Cr). Highest AUM (₹13,446 Cr). Upper mid AUM (₹7,457 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (12+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 4★ (upper mid). Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.03% (lower mid). 5Y return: 12.70% (upper mid). 5Y return: 13.57% (top quartile). 5Y return: 10.59% (bottom quartile). 5Y return: 11.83% (bottom quartile). Point 6 3Y return: 22.73% (top quartile). 3Y return: 17.64% (upper mid). 3Y return: 17.28% (lower mid). 3Y return: 15.10% (bottom quartile). 3Y return: 13.63% (bottom quartile). Point 7 1Y return: 13.54% (upper mid). 1Y return: 10.34% (lower mid). 1Y return: 19.34% (top quartile). 1Y return: -5.04% (bottom quartile). 1Y return: 2.82% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 4.27 (upper mid). Alpha: 9.62 (top quartile). Point 9 Sharpe: 1.01 (upper mid). Sharpe: 0.81 (lower mid). Sharpe: 2.86 (top quartile). Sharpe: -0.06 (bottom quartile). Sharpe: 0.35 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.75 (upper mid). Information ratio: 0.83 (top quartile). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
टॉप 5 एकमुश्त (ईएलएसएस) इक्विटी लिंक्ड सेविंग स्कीम
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 500 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Motilal Oswal Long Term Equity Fund Growth ₹53.2581
↓ -1.11 ₹4,890 500 -3.7 0.5 0.7 17.8 14.3 -9.1 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 500 -6.1 -3.5 17.6 16.7 11.6 JM Tax Gain Fund Growth ₹49.491
↓ -0.85 ₹240 500 -2.7 4.6 -1.2 13.1 10.8 2.5 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 Equity Advantage Fund HDFC Long Term Advantage Fund Motilal Oswal Long Term Equity Fund Baroda Pioneer ELSS 96 JM Tax Gain Fund Point 1 Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Highest AUM (₹4,890 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹240 Cr). Point 2 Established history (13+ yrs). Oldest track record among peers (25 yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not 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: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 14.32% (upper mid). 5Y return: 11.62% (lower mid). 5Y return: 10.79% (bottom quartile). Point 6 3Y return: 20.84% (top quartile). 3Y return: 20.64% (upper mid). 3Y return: 17.83% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 13.06% (bottom quartile). Point 7 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 0.66% (bottom quartile). 1Y return: 17.56% (upper mid). 1Y return: -1.24% (bottom quartile). Point 8 Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 10.14 (top quartile). Alpha: 5.69 (lower mid). Alpha: 9.16 (upper mid). Point 9 Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 0.21 (bottom quartile). Sharpe: 2.51 (top quartile). Sharpe: 0.14 (bottom quartile). Point 10 Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.76 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: 0.93 (top quartile). IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
Motilal Oswal Long Term Equity Fund
Baroda Pioneer ELSS 96
JM Tax Gain Fund
शीर्ष 5 एकमुश्त सेक्टर इक्विटी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Healthcare Opportunities Fund Growth ₹477.031
↓ -5.20 ₹5,870 5,000 -6.3 10.8 8.2 20.3 16.1 -3.5 UTI Healthcare Fund Growth ₹314.537
↓ -1.65 ₹1,430 5,000 -5.8 10.4 7 19.8 13.6 -3.1 LIC MF Infrastructure Fund Growth ₹50.9404
↓ -0.79 ₹1,153 5,000 -6.4 -1.3 1.5 18.7 18.5 -3.7 BOI AXA Manufacturing and Infrastructure Fund Growth ₹63.46
↓ -1.01 ₹984 5,000 -5.4 2.9 8.6 18.1 17.9 7.8 SBI PSU Fund Growth ₹31.8546
↓ -0.37 ₹6,354 5,000 -7.9 -12.7 -3.5 17.4 18.7 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Healthcare Opportunities Fund UTI Healthcare Fund LIC MF Infrastructure Fund BOI AXA Manufacturing and Infrastructure Fund SBI PSU Fund Point 1 Upper mid AUM (₹5,870 Cr). Lower mid AUM (₹1,430 Cr). Bottom quartile AUM (₹1,153 Cr). Bottom quartile AUM (₹984 Cr). Highest AUM (₹6,354 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (27 yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Not Rated. Not Rated. Rating: 2★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 16.05% (bottom quartile). 5Y return: 13.62% (bottom quartile). 5Y return: 18.48% (upper mid). 5Y return: 17.87% (lower mid). 5Y return: 18.66% (top quartile). Point 6 3Y return: 20.26% (top quartile). 3Y return: 19.80% (upper mid). 3Y return: 18.71% (lower mid). 3Y return: 18.14% (bottom quartile). 3Y return: 17.44% (bottom quartile). Point 7 1Y return: 8.24% (upper mid). 1Y return: 6.95% (lower mid). 1Y return: 1.49% (bottom quartile). 1Y return: 8.65% (top quartile). 1Y return: -3.50% (bottom quartile). Point 8 Alpha: 3.63 (upper mid). Alpha: 0.86 (lower mid). Alpha: 12.01 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: -0.21 (bottom quartile). Point 9 Sharpe: 0.95 (top quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.27 (bottom quartile). Sharpe: 0.70 (lower mid). Sharpe: -0.14 (bottom quartile). Point 10 Information ratio: 0.10 (upper mid). Information ratio: 0.06 (lower mid). Information ratio: 0.62 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: -0.42 (bottom quartile). SBI Healthcare Opportunities Fund
UTI Healthcare Fund
LIC MF Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
SBI PSU Fund
बेस्ट लम्पसम डेट फंड 2022 - 2023
लिक्विड, अल्ट्रा शॉर्ट, शॉर्ट टर्म, गिल्ट, क्रेडिट रिस्क और कॉरपोरेट जैसे डेट कैटेगरी के टॉप रैंक वाले फंड नीचे दिए गए हैंडेट फंड.
शीर्ष 5 एकमुश्त अल्ट्रा शॉर्ट टर्म डेट म्यूचुअल फंड
अत्यंतशॉर्ट टर्म फंड्स कम जोखिम वाले स्थिर रिटर्न के साथ 6-12 महीने की अवधि के लिए अच्छे निवेश हैं क्योंकि वे 6-12 महीने की परिपक्वता अवधि वाले शॉर्ट टर्म डेट इंस्ट्रूमेंट्स में कॉर्पस निवेश करते हैं।
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹594.213
↓ -0.35 ₹16,279 1,000 1.4 3.1 6.2 7.2 7.4 7.61% 6M 7D 7M 13D SBI Magnum Ultra Short Duration Fund Growth ₹6,460.47
↓ -3.65 ₹11,237 5,000 1.4 2.9 6.1 6.9 7 7.03% 3M 14D 5M 23D Nippon India Ultra Short Duration Fund Growth ₹4,352.1
↓ -1.97 ₹11,551 100 1.4 2.9 6 6.7 6.8 0.07% 1D ICICI Prudential Ultra Short Term Fund Growth ₹29.9561
↓ -0.02 ₹15,236 5,000 1.4 2.9 6 6.9 7.1 7.37% 10M 17D 1Y 3M 18D Invesco India Ultra Short Term Fund Growth ₹2,912.36
↓ -1.79 ₹1,394 5,000 1.4 2.9 6 6.8 6.8 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund SBI Magnum Ultra Short Duration Fund Nippon India Ultra Short Duration Fund ICICI Prudential Ultra Short Term Fund Invesco India Ultra Short Term Fund Point 1 Highest AUM (₹16,279 Cr). Bottom quartile AUM (₹11,237 Cr). Lower mid AUM (₹11,551 Cr). Upper mid AUM (₹15,236 Cr). Bottom quartile AUM (₹1,394 Cr). Point 2 Established history (23+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Established history (15+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Low. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.16% (top quartile). 1Y return: 6.09% (upper mid). 1Y return: 6.05% (lower mid). 1Y return: 6.03% (bottom quartile). 1Y return: 6.00% (bottom quartile). Point 6 1M return: 0.30% (lower mid). 1M return: 0.34% (top quartile). 1M return: 0.32% (upper mid). 1M return: 0.27% (bottom quartile). 1M return: 0.29% (bottom quartile). Point 7 Sharpe: 0.96 (upper mid). Sharpe: 0.94 (bottom quartile). Sharpe: 0.97 (top quartile). Sharpe: 0.96 (lower mid). Sharpe: 0.85 (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): 7.61% (top quartile). Yield to maturity (debt): 7.03% (lower mid). Yield to maturity (debt): 0.07% (bottom quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 0.52 yrs (bottom quartile). Modified duration: 0.29 yrs (lower mid). Modified duration: 0.00 yrs (upper mid). Modified duration: 0.88 yrs (bottom quartile). Modified duration: 0.00 yrs (top quartile). Aditya Birla Sun Life Savings Fund
SBI Magnum Ultra Short Duration Fund
Nippon India Ultra Short Duration Fund
ICICI Prudential Ultra Short Term Fund
Invesco India Ultra Short Term Fund
शीर्ष 5 एकमुश्त शॉर्ट टर्म डेट म्यूचुअल फंड
शॉर्ट टर्म फंड 1-2 साल की अवधि के लिए कम जोखिम वाले स्थिर रिटर्न के साथ अच्छा निवेश है क्योंकि वे 1 - 3 साल के बीच की परिपक्वता वाले डेट इंस्ट्रूमेंट्स में निवेश करते हैं।
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 5,000 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D Bandhan Bond Fund Short Term Plan Growth ₹61.1929
↓ -0.04 ₹8,680 5,000 0.7 2.6 5 7.2 7.5 7.17% 1Y 18D 1Y 2M 19D BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01 ₹258 5,000 0.6 1.3 4.6 6.5 5.16% 1Y 11M 26D 2Y 3M Axis Short Term Fund Growth ₹33.0153
↓ -0.04 ₹7,425 5,000 0.4 2.2 4.4 7.1 8.1 7.77% 2Y 4D 2Y 6M 14D ICICI Prudential Short Term Fund Growth ₹64.1912
↓ -0.09 ₹18,890 5,000 0.2 1.9 4.4 6.9 8 8.06% 2Y 8M 19D 4Y 7M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Short Term Debt Fund Bandhan Bond Fund Short Term Plan BNP Paribas Short Term Fund Axis Short Term Fund ICICI Prudential Short Term Fund Point 1 Bottom quartile AUM (₹362 Cr). Upper mid AUM (₹8,680 Cr). Bottom quartile AUM (₹258 Cr). Lower mid AUM (₹7,425 Cr). Highest AUM (₹18,890 Cr). Point 2 Established history (24+ yrs). Oldest track record among peers (25 yrs). Established history (22+ yrs). Established history (16+ yrs). Established history (25+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 1Y return: 12.83% (top quartile). 1Y return: 4.96% (upper mid). 1Y return: 4.59% (lower mid). 1Y return: 4.37% (bottom quartile). 1Y return: 4.36% (bottom quartile). Point 6 1M return: 0.20% (top quartile). 1M return: -0.02% (lower mid). 1M return: 0.16% (upper mid). 1M return: -0.19% (bottom quartile). 1M return: -0.45% (bottom quartile). Point 7 Sharpe: 0.98 (top quartile). Sharpe: 0.07 (lower mid). Sharpe: 0.07 (upper mid). Sharpe: -0.21 (bottom quartile). Sharpe: -0.11 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.85 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 4.52% (bottom quartile). Yield to maturity (debt): 7.17% (lower mid). Yield to maturity (debt): 5.16% (bottom quartile). Yield to maturity (debt): 7.77% (upper mid). Yield to maturity (debt): 8.06% (top quartile). Point 10 Modified duration: 1.20 yrs (upper mid). Modified duration: 1.05 yrs (top quartile). Modified duration: 1.99 yrs (lower mid). Modified duration: 2.01 yrs (bottom quartile). Modified duration: 2.72 yrs (bottom quartile). Sundaram Short Term Debt Fund
Bandhan Bond Fund Short Term Plan
BNP Paribas Short Term Fund
Axis Short Term Fund
ICICI Prudential Short Term Fund
शीर्ष 5 एकमुश्त लिक्विड म्युचुअल फंड
लिक्विड फंड कम जोखिम वाले स्थिर रिटर्न के साथ एक दिन से लेकर 90 दिनों की अवधि के लिए अच्छे निवेश हैं क्योंकि वे इसमें कॉर्पस निवेश करते हैंमुद्रा बाजार एक सप्ताह से लेकर 3 महीने तक की परिपक्वता अवधि वाले ऋण लिखत।
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹3,149.61
↑ 0.03 ₹53,470 500 0.4 1.5 3.1 6.4 6.6 6.37% 1M 19D 1M 19D Edelweiss Liquid Fund Growth ₹3,617
↑ 0.05 ₹11,741 5,000 0.4 1.5 3.1 6.4 6.5 6.52% 2M 1D 2M 1D DSP Liquidity Fund Growth ₹4,036.68
↓ -0.19 ₹24,726 1,000 0.4 1.5 3.1 6.4 6.5 6.24% 1M 2D UTI Liquid Cash Plan Growth ₹463.828
↑ 0.01 ₹27,453 500 0.4 1.5 3.1 6.4 6.5 6.39% 1M 19D 1M 19D Invesco India Liquid Fund Growth ₹3,885.67
↓ -0.18 ₹22,395 5,000 0.4 1.5 3.1 6.4 6.5 6.35% 1M 17D 1M 17D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Liquid Fund Edelweiss Liquid Fund DSP Liquidity Fund UTI Liquid Cash Plan Invesco India Liquid Fund Point 1 Highest AUM (₹53,470 Cr). Bottom quartile AUM (₹11,741 Cr). Lower mid AUM (₹24,726 Cr). Upper mid AUM (₹27,453 Cr). Bottom quartile AUM (₹22,395 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (22 yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.45% (top quartile). 1Y return: 6.43% (upper mid). 1Y return: 6.41% (lower mid). 1Y return: 6.40% (bottom quartile). 1Y return: 6.39% (bottom quartile). Point 6 1M return: 0.44% (lower mid). 1M return: 0.44% (upper mid). 1M return: 0.43% (bottom quartile). 1M return: 0.44% (top quartile). 1M return: 0.43% (bottom quartile). Point 7 Sharpe: 3.18 (top quartile). Sharpe: 3.04 (bottom quartile). Sharpe: 3.10 (lower mid). Sharpe: 3.12 (upper mid). Sharpe: 3.08 (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): 6.37% (lower mid). Yield to maturity (debt): 6.52% (top quartile). Yield to maturity (debt): 6.24% (bottom quartile). Yield to maturity (debt): 6.39% (upper mid). Yield to maturity (debt): 6.35% (bottom quartile). Point 10 Modified duration: 0.14 yrs (lower mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). Modified duration: 0.14 yrs (bottom quartile). Modified duration: 0.13 yrs (upper mid). Axis Liquid Fund
Edelweiss Liquid Fund
DSP Liquidity Fund
UTI Liquid Cash Plan
Invesco India Liquid Fund
शीर्ष 5 एकमुश्त गिल्ट म्युचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.5401
↓ 0.00 ₹1,686 5,000 0 3.4 6.3 7.7 3.7 5.29% 9M 14D 1Y 9M 25D Axis Gilt Fund Growth ₹26.3263
↓ -0.04 ₹336 5,000 -1.4 1.1 1.7 6.5 5.2 7.13% 6Y 10M 6D 13Y 6M 22D UTI Gilt Fund Growth ₹64.7579
↓ -0.17 ₹415 5,000 -1.5 -0.2 2.5 6 5.1 7.38% 9Y 1M 28D 28Y 6M 7D SBI Magnum Gilt Fund Growth ₹67.9519
↓ -0.11 ₹8,067 5,000 -0.8 1.5 1.9 6 4.5 7.03% 5Y 3M 22D 15Y 5M 1D DSP Government Securities Fund Growth ₹97.06
↓ -0.13 ₹1,083 1,000 -1.9 0.7 0.3 5.8 4.5 6.98% 7Y 7M 6D 19Y 2M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,686 Cr). Bottom quartile AUM (₹336 Cr). Bottom quartile AUM (₹415 Cr). Highest AUM (₹8,067 Cr). Lower mid AUM (₹1,083 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Top rated. 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: 6.33% (top quartile). 1Y return: 1.68% (bottom quartile). 1Y return: 2.54% (upper mid). 1Y return: 1.94% (lower mid). 1Y return: 0.32% (bottom quartile). Point 6 1M return: 0.12% (top quartile). 1M return: -1.09% (lower mid). 1M return: -1.71% (bottom quartile). 1M return: -0.58% (upper mid). 1M return: -1.87% (bottom quartile). Point 7 Sharpe: 0.36 (top quartile). Sharpe: -0.41 (lower mid). Sharpe: -0.38 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.45 (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): 5.29% (bottom quartile). Yield to maturity (debt): 7.13% (upper mid). Yield to maturity (debt): 7.38% (top quartile). Yield to maturity (debt): 7.03% (lower mid). Yield to maturity (debt): 6.98% (bottom quartile). Point 10 Modified duration: 0.79 yrs (top quartile). Modified duration: 6.85 yrs (lower mid). Modified duration: 9.16 yrs (bottom quartile). Modified duration: 5.31 yrs (upper mid). Modified duration: 7.60 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
UTI Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
शीर्ष 5 एकमुश्त कॉर्पोरेट बॉन्ड म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BNP Paribas Corporate Bond Fund Growth ₹29.4465
↓ -0.03 ₹269 5,000 0.6 2.6 4.5 7.4 8.3 7.25% 1Y 7M 24D 2Y 1M 17D Franklin India Corporate Debt Fund Growth ₹106.716
↓ -0.04 ₹1,409 10,000 0.6 2.3 4.8 7.3 9.1 7.57% 1Y 4M 2D 2Y 8M 1D Nippon India Prime Debt Fund Growth ₹63.5719
↓ -0.09 ₹8,907 1,000 0.1 1.9 3.6 6.9 7.8 0.08% 2Y 4M 2D 2Y 9M 29D Kotak Corporate Bond Fund Standard Growth ₹3,997.44
↓ -5.34 ₹14,791 5,000 0 1.8 3.6 6.8 7.8 7.77% 2Y 8M 8D 4Y 10M 17D ICICI Prudential Corporate Bond Fund Growth ₹31.7455
↓ -0.06 ₹28,385 5,000 -0.2 1.7 4 6.8 8 7.83% 3Y 4M 20D 5Y 11M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BNP Paribas Corporate Bond Fund Franklin India Corporate Debt Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard ICICI Prudential Corporate Bond Fund Point 1 Bottom quartile AUM (₹269 Cr). Bottom quartile AUM (₹1,409 Cr). Lower mid AUM (₹8,907 Cr). Upper mid AUM (₹14,791 Cr). Highest AUM (₹28,385 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (26+ yrs). Established history (19+ yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 4.55% (upper mid). 1Y return: 4.79% (top quartile). 1Y return: 3.62% (bottom quartile). 1Y return: 3.56% (bottom quartile). 1Y return: 4.02% (lower mid). Point 6 1M return: -0.18% (upper mid). 1M return: -0.08% (top quartile). 1M return: -0.40% (bottom quartile). 1M return: -0.36% (lower mid). 1M return: -0.69% (bottom quartile). Point 7 Sharpe: -0.05 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.45 (bottom quartile). Sharpe: -0.12 (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% (bottom quartile). Yield to maturity (debt): 7.57% (lower mid). Yield to maturity (debt): 0.08% (bottom quartile). Yield to maturity (debt): 7.77% (upper mid). Yield to maturity (debt): 7.83% (top quartile). Point 10 Modified duration: 1.65 yrs (upper mid). Modified duration: 1.34 yrs (top quartile). Modified duration: 2.34 yrs (lower mid). Modified duration: 2.69 yrs (bottom quartile). Modified duration: 3.39 yrs (bottom quartile). BNP Paribas Corporate Bond Fund
Franklin India Corporate Debt Fund
Nippon India Prime Debt Fund
Kotak Corporate Bond Fund Standard
ICICI Prudential Corporate Bond Fund
शीर्ष 5 एकमुश्त क्रेडिट जोखिम म्युचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹55.1835
↓ -0.04 ₹326 1,000 0.6 2.3 9.5 12.9 21 8.26% 2Y 1M 2D 2Y 3M 7D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.3853
↓ -0.04 ₹1,657 1,000 0.7 3 10.2 12 13.4 8.24% 1Y 7M 10D 2Y 2M 12D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 5,000 2.9 5 7.5 11 0% ICICI Prudential Regular Savings Fund Growth ₹34.7578
↓ -0.07 ₹6,320 10,000 0.7 2.8 6.1 8.1 9.5 8.57% 1Y 10M 20D 2Y 11M 19D Nippon India Credit Risk Fund Growth ₹38.1473
↓ -0.03 ₹1,708 500 0.9 2.9 6.1 7.9 8.9 0.09% 1Y 9M 11D 2Y 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Credit Risk Fund ICICI Prudential Regular Savings Fund Nippon India Credit Risk Fund Point 1 Bottom quartile AUM (₹326 Cr). Lower mid AUM (₹1,657 Cr). Bottom quartile AUM (₹104 Cr). Highest AUM (₹6,320 Cr). Upper mid AUM (₹1,708 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (21+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 9.47% (upper mid). 1Y return: 10.23% (top quartile). 1Y return: 7.45% (lower mid). 1Y return: 6.09% (bottom quartile). 1Y return: 6.14% (bottom quartile). Point 6 1M return: -0.17% (lower mid). 1M return: -0.23% (bottom quartile). 1M return: 0.91% (top quartile). 1M return: -0.41% (bottom quartile). 1M return: -0.06% (upper mid). Point 7 Sharpe: 0.75 (bottom quartile). Sharpe: 1.61 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.97 (upper mid). Sharpe: 0.82 (lower mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 1.23 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 8.26% (upper mid). Yield to maturity (debt): 8.24% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.57% (top quartile). Yield to maturity (debt): 0.09% (bottom quartile). Point 10 Modified duration: 2.09 yrs (bottom quartile). Modified duration: 1.61 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.89 yrs (bottom quartile). Modified duration: 1.78 yrs (lower mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
ICICI Prudential Regular Savings Fund
Nippon India Credit Risk Fund
बेस्ट लम्पसम हाइब्रिड फंड 2022 - 2023
अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैं जैसे। आक्रामक, रूढ़िवादी, मध्यस्थता, गतिशील आवंटन, बहु संपत्ति, इक्विटी बचत और समाधान उन्मुख
हाइब्रिडयोजनाएं
शीर्ष 5 एकमुश्त बैलेंस्ड म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 5,000 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 5,000 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.05
↓ -0.67 ₹2,196 5,000 -2.4 2.5 7.8 13.7 12.3 -0.9 SBI Multi Asset Allocation Fund Growth ₹64.9646
↓ -0.33 ₹21,044 5,000 -2.7 -1.6 3.4 12.9 11.3 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund SBI Multi Asset Allocation Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹21,044 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 3★ (upper mid). Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 12.27% (upper mid). 5Y return: 11.30% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.66% (bottom quartile). 3Y return: 12.87% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 7.83% (bottom quartile). 1Y return: 3.42% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -4.95% (bottom quartile). 1M return: -2.60% (lower mid). Point 9 Alpha: 5.81 (upper mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.21 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
SBI Multi Asset Allocation Fund
शीर्ष 5 एकमुश्त आक्रामक हाइब्रिड फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 5,000 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 5,000 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.05
↓ -0.67 ₹2,196 5,000 -2.4 2.5 7.8 13.7 12.3 -0.9 Bandhan Hybrid Equity Fund Growth ₹26.827
↓ -0.25 ₹2,663 5,000 -3 -0.1 -0.6 11.9 8.9 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹2,663 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top rated. Not Rated. 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: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.27% (upper mid). 5Y return: 8.88% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.66% (bottom quartile). 3Y return: 11.88% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 7.83% (bottom quartile). 1Y return: -0.56% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (lower mid). 1M return: -4.95% (bottom quartile). 1M return: -3.28% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 6.68 (top quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.01 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Bandhan Hybrid Equity Fund
शीर्ष 5 एकमुश्त कंजर्वेटिव हाइब्रिड फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 5,000 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 5,000 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.05
↓ -0.67 ₹2,196 5,000 -2.4 2.5 7.8 13.7 12.3 -0.9 SBI Multi Asset Allocation Fund Growth ₹64.9646
↓ -0.33 ₹21,044 5,000 -2.7 -1.6 3.4 12.9 11.3 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund SBI Multi Asset Allocation Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹21,044 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 3★ (upper mid). Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 12.27% (upper mid). 5Y return: 11.30% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.66% (bottom quartile). 3Y return: 12.87% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 7.83% (bottom quartile). 1Y return: 3.42% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -4.95% (bottom quartile). 1M return: -2.60% (lower mid). Point 9 Alpha: 5.81 (upper mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.21 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
SBI Multi Asset Allocation Fund
शीर्ष 5 एकमुश्त आर्बिट्राज फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Invesco India Arbitrage Fund Growth ₹34.4834
↑ 0.06 ₹30,396 5,000 1.6 3.1 6.3 6.8 6.5 6.5 Kotak Equity Arbitrage Fund Growth ₹40.4671
↑ 0.07 ₹75,275 5,000 1.5 3 6.2 6.8 6.4 6.4 HDFC Arbitrage Fund Growth ₹33.08
↑ 0.07 ₹25,407 100,000 1.6 3 6.2 6.7 6.2 6.3 SBI Arbitrage Opportunities Fund Growth ₹36.5145
↑ 0.08 ₹46,309 5,000 1.6 3 6.2 6.7 6.3 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹37.0412
↑ 0.06 ₹35,576 5,000 1.5 3 6.2 6.7 6.2 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Arbitrage Fund Kotak Equity Arbitrage Fund HDFC Arbitrage Fund SBI Arbitrage Opportunities Fund ICICI Prudential Equity Arbitrage Fund Point 1 Bottom quartile AUM (₹30,396 Cr). Highest AUM (₹75,275 Cr). Bottom quartile AUM (₹25,407 Cr). Upper mid AUM (₹46,309 Cr). Lower mid AUM (₹35,576 Cr). Point 2 Established history (19+ yrs). Oldest track record among peers (21 yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 6.46% (top quartile). 5Y return: 6.39% (upper mid). 5Y return: 6.20% (bottom quartile). 5Y return: 6.34% (lower mid). 5Y return: 6.22% (bottom quartile). Point 6 3Y return: 6.76% (upper mid). 3Y return: 6.82% (top quartile). 3Y return: 6.73% (bottom quartile). 3Y return: 6.73% (lower mid). 3Y return: 6.72% (bottom quartile). Point 7 1Y return: 6.27% (top quartile). 1Y return: 6.23% (upper mid). 1Y return: 6.20% (lower mid). 1Y return: 6.17% (bottom quartile). 1Y return: 6.17% (bottom quartile). Point 8 1M return: 0.69% (upper mid). 1M return: 0.66% (bottom quartile). 1M return: 0.67% (lower mid). 1M return: 0.71% (top quartile). 1M return: 0.65% (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: 0.85 (top quartile). Sharpe: 0.77 (upper mid). Sharpe: 0.72 (bottom quartile). Sharpe: 0.73 (bottom quartile). Sharpe: 0.76 (lower mid). Invesco India Arbitrage Fund
Kotak Equity Arbitrage Fund
HDFC Arbitrage Fund
SBI Arbitrage Opportunities Fund
ICICI Prudential Equity Arbitrage Fund
शीर्ष 5 एकमुश्त गतिशील आवंटन निधि
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Franklin India Multi - Asset Solution Fund Growth ₹22.4999
↓ 0.00 ₹142 5,000 1.1 2.7 5.4 12.1 9.5 14.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹109.62
↓ -0.90 ₹9,836 1,000 -2.9 -0.6 0.9 9.8 8.1 10.1 Axis Dynamic Equity Fund Growth ₹20.79
↓ -0.10 ₹3,651 5,000 -3.3 -2.5 -2.9 9.5 7.5 7 ICICI Prudential Balanced Advantage Fund Growth ₹75.74
↓ -0.57 ₹71,913 5,000 -3.1 -2 -1.1 9.4 9 12.2 Edelweiss Balanced Advantage Fund Growth ₹51.52
↓ -0.27 ₹12,880 1,000 -2.4 -1.3 -1.2 8.7 7.2 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund Aditya Birla Sun Life Balanced Advantage Fund Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Edelweiss Balanced Advantage Fund Point 1 Bottom quartile AUM (₹142 Cr). Lower mid AUM (₹9,836 Cr). Bottom quartile AUM (₹3,651 Cr). Highest AUM (₹71,913 Cr). Upper mid AUM (₹12,880 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Established history (19+ yrs). Established history (17+ yrs). Point 3 Not Rated. Top rated. Not 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: 9.49% (top quartile). 5Y return: 8.08% (lower mid). 5Y return: 7.53% (bottom quartile). 5Y return: 9.01% (upper mid). 5Y return: 7.21% (bottom quartile). Point 6 3Y return: 12.08% (top quartile). 3Y return: 9.85% (upper mid). 3Y return: 9.46% (lower mid). 3Y return: 9.42% (bottom quartile). 3Y return: 8.68% (bottom quartile). Point 7 1Y return: 5.39% (top quartile). 1Y return: 0.94% (upper mid). 1Y return: -2.94% (bottom quartile). 1Y return: -1.11% (lower mid). 1Y return: -1.23% (bottom quartile). Point 8 1M return: 0.18% (top quartile). 1M return: -2.66% (bottom quartile). 1M return: -2.26% (upper mid). 1M return: -3.05% (bottom quartile). 1M return: -2.42% (lower mid). 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: 0.25 (top quartile). Sharpe: -0.04 (upper mid). Sharpe: -0.44 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.25 (bottom quartile). Franklin India Multi - Asset Solution Fund
Aditya Birla Sun Life Balanced Advantage Fund
Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage Fund
Edelweiss Balanced Advantage Fund
शीर्ष 5 एकमुश्त मल्टी एसेट एलोकेशन फंड
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Multi Asset Allocation Fund Growth ₹64.9646
↓ -0.33 ₹21,044 5,000 -2.7 -1.6 3.4 12.9 11.3 18.6 UTI Multi Asset Fund Growth ₹75.2319
↓ -0.63 ₹6,634 5,000 -4.4 -4.3 -3.9 12.2 11.2 11.1 ICICI Prudential Multi-Asset Fund Growth ₹778.509
↓ -6.64 ₹84,108 5,000 -4.2 -4.2 -2.6 12.1 13 18.6 Axis Triple Advantage Fund Growth ₹43.2474
↓ -0.42 ₹2,616 5,000 -3.2 -2.4 0.1 11.6 6.7 15.3 Edelweiss Multi Asset Allocation Fund Growth ₹62.38
↓ -0.50 ₹3,875 5,000 -4 -2.4 -4.2 10.3 10.2 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Multi Asset Allocation Fund UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund Axis Triple Advantage Fund Edelweiss Multi Asset Allocation Fund Point 1 Upper mid AUM (₹21,044 Cr). Lower mid AUM (₹6,634 Cr). Highest AUM (₹84,108 Cr). Bottom quartile AUM (₹2,616 Cr). Bottom quartile AUM (₹3,875 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.30% (upper mid). 5Y return: 11.15% (lower mid). 5Y return: 12.95% (top quartile). 5Y return: 6.65% (bottom quartile). 5Y return: 10.22% (bottom quartile). Point 6 3Y return: 12.87% (top quartile). 3Y return: 12.24% (upper mid). 3Y return: 12.15% (lower mid). 3Y return: 11.59% (bottom quartile). 3Y return: 10.26% (bottom quartile). Point 7 1Y return: 3.42% (top quartile). 1Y return: -3.92% (bottom quartile). 1Y return: -2.59% (lower mid). 1Y return: 0.07% (upper mid). 1Y return: -4.22% (bottom quartile). Point 8 1M return: -2.60% (top quartile). 1M return: -3.50% (bottom quartile). 1M return: -3.16% (upper mid). 1M return: -4.03% (bottom quartile). 1M return: -3.30% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.27 (top quartile). Point 10 Sharpe: 0.21 (top quartile). Sharpe: -0.17 (lower mid). Sharpe: -0.31 (bottom quartile). Sharpe: 0.09 (upper mid). Sharpe: -0.35 (bottom quartile). SBI Multi Asset Allocation Fund
UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
Axis Triple Advantage Fund
Edelweiss Multi Asset Allocation Fund
शीर्ष 5 एकमुश्त इक्विटी बचत निधि
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 5,000 -0.1 1.8 6.9 9.8 8 Edelweiss Equity Savings Fund Growth ₹27.0462
↓ -0.13 ₹1,704 5,000 0 2.6 4.2 9.6 8 8 Kotak Equity Savings Fund Growth ₹26.992
↓ -0.13 ₹10,443 5,000 -1.6 -0.4 0.1 8.2 8.2 7.9 Axis Equity Saver Fund Growth ₹22.77
↓ -0.05 ₹855 5,000 -1.4 1.1 0.8 7.5 5.9 5.4 DSP Equity Savings Fund Growth ₹22.017
↓ -0.03 ₹3,087 1,000 -1.4 -0.6 -0.4 7.2 6.4 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity Savings Fund Edelweiss Equity Savings Fund Kotak Equity Savings Fund Axis Equity Saver Fund DSP Equity Savings Fund Point 1 Bottom quartile AUM (₹285 Cr). Lower mid AUM (₹1,704 Cr). Highest AUM (₹10,443 Cr). Bottom quartile AUM (₹855 Cr). Upper mid AUM (₹3,087 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (12+ yrs). Established history (11+ yrs). Established history (10+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. 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: 8.02% (upper mid). 5Y return: 7.96% (lower mid). 5Y return: 8.19% (top quartile). 5Y return: 5.94% (bottom quartile). 5Y return: 6.43% (bottom quartile). Point 6 3Y return: 9.85% (top quartile). 3Y return: 9.65% (upper mid). 3Y return: 8.19% (lower mid). 3Y return: 7.52% (bottom quartile). 3Y return: 7.17% (bottom quartile). Point 7 1Y return: 6.88% (top quartile). 1Y return: 4.24% (upper mid). 1Y return: 0.13% (bottom quartile). 1Y return: 0.75% (lower mid). 1Y return: -0.39% (bottom quartile). Point 8 1M return: 0.34% (top quartile). 1M return: -1.09% (lower mid). 1M return: -1.94% (bottom quartile). 1M return: -1.51% (bottom quartile). 1M return: -0.88% (upper mid). 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: 0.00 (upper mid). Sharpe: 0.27 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: -0.32 (lower mid). Sharpe: -1.14 (bottom quartile). Tata Equity Savings Fund
Edelweiss Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver Fund
DSP Equity Savings Fund
शीर्ष 5 एकमुश्त समाधान उन्मुख योजनाएं
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Child Care Plan (Gift) Growth ₹310.49
↓ -3.64 ₹1,376 5,000 -5.1 -4.9 -6.2 10.6 9.7 8.3 SBI Magnum Children's Benefit Plan Growth ₹118.199
↓ -0.88 ₹152 5,000 -0.4 4.3 7.5 10.4 9.6 3.2 HDFC Retirement Savings Fund - Equity Plan Growth ₹46.551
↓ -0.31 ₹6,645 5,000 -4.3 -5.6 -10 7.4 9.5 5.2 Tata Retirement Savings Fund-Moderate Growth ₹63.7112
↓ -0.84 ₹2,115 5,000 -6.1 -0.9 -3 9 7.5 1 Tata Retirement Savings Fund - Progressive Growth ₹63.9737
↓ -1.01 ₹2,104 5,000 -7.2 -1.3 -3.7 9.3 7.3 -1.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Child Care Plan (Gift) SBI Magnum Children's Benefit Plan HDFC Retirement Savings Fund - Equity Plan Tata Retirement Savings Fund-Moderate Tata Retirement Savings Fund - Progressive Point 1 Bottom quartile AUM (₹1,376 Cr). Bottom quartile AUM (₹152 Cr). Highest AUM (₹6,645 Cr). Upper mid AUM (₹2,115 Cr). Lower mid AUM (₹2,104 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (24+ yrs). Established history (10+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Not Rated. Rating: 5★ (upper mid). Rating: 5★ (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: 9.68% (top quartile). 5Y return: 9.61% (upper mid). 5Y return: 9.53% (lower mid). 5Y return: 7.46% (bottom quartile). 5Y return: 7.31% (bottom quartile). Point 6 3Y return: 10.59% (top quartile). 3Y return: 10.41% (upper mid). 3Y return: 7.39% (bottom quartile). 3Y return: 9.00% (bottom quartile). 3Y return: 9.30% (lower mid). Point 7 1Y return: -6.16% (bottom quartile). 1Y return: 7.52% (top quartile). 1Y return: -10.01% (bottom quartile). 1Y return: -3.03% (upper mid). 1Y return: -3.73% (lower mid). Point 8 1M return: -4.36% (lower mid). 1M return: -1.78% (top quartile). 1M return: -2.64% (upper mid). 1M return: -5.38% (bottom quartile). 1M return: -6.19% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -6.43 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 6.04 (top quartile). Point 10 Sharpe: -0.41 (bottom quartile). Sharpe: 0.76 (top quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.04 (lower mid). Sharpe: -0.01 (upper mid). ICICI Prudential Child Care Plan (Gift)
SBI Magnum Children's Benefit Plan
HDFC Retirement Savings Fund - Equity Plan
Tata Retirement Savings Fund-Moderate
Tata Retirement Savings Fund - Progressive
1 महीने के प्रदर्शन पर सर्वश्रेष्ठ एकमुश्त म्युचुअल फंड
To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets. Research Highlights for Aditya Birla Sun Life International Equity Fund - Plan B Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B Returns up to 1 year are on The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme. Research Highlights for IDBI Nifty Index Fund Below is the key information for IDBI Nifty Index Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on 1. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Aditya Birla Sun Life International Equity Fund - Plan B
Aditya Birla Sun Life International Equity Fund - Plan B
Growth Launch Date 31 Oct 07 NAV (28 Jul 23) ₹28.8036 ↑ 0.07 (0.23 %) Net Assets (Cr) ₹93 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk High Expense Ratio 2.6 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life International Equity Fund - Plan B
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 4.2% 3 Month 10.3% 6 Month 10% 1 Year 13.8% 3 Year 18.9% 5 Year 9% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B
Name Since Tenure Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. IDBI Nifty Index Fund
IDBI Nifty Index Fund
Growth Launch Date 25 Jun 10 NAV (28 Jul 23) ₹36.2111 ↓ -0.02 (-0.06 %) Net Assets (Cr) ₹208 on 30 Jun 23 Category Others - Index Fund AMC IDBI Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 0.9 Sharpe Ratio 1.04 Information Ratio -3.93 Alpha Ratio -1.03 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Nifty Index Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 3.7% 3 Month 9.1% 6 Month 11.9% 1 Year 16.2% 3 Year 20.3% 5 Year 11.7% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for IDBI Nifty Index Fund
Name Since Tenure Data below for IDBI Nifty Index Fund as on 30 Jun 23
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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