Table of Contents
- म्यूचुअल फंड में निवेश क्यों करें?
- बेस्ट इक्विटी म्यूचुअल फंड 2022 - 2023
- बेस्ट डेट फंड 2022 - 2023
- बेस्ट हाइब्रिड फंड 2022 - 2023
- शीर्ष 5 गोल्ड फंड 2022 - 2023
- 1 महीने के प्रदर्शन के आधार पर सर्वश्रेष्ठ म्युचुअल फंड
- सर्वश्रेष्ठ म्युचुअल फंड में ऑनलाइन निवेश कैसे करें?
- सर्वश्रेष्ठ म्यूचुअल फंड में निवेश करने के लिए स्मार्ट टिप्स: एकमुश्त और एसआईपी निवेश
Top 5 Funds
सर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड 2022 - 2023
म्यूचुअल फंड्स भारत में वर्षों में वृद्धि हुई है। नतीजतन, में सबसे अच्छा प्रदर्शन करने वाले फंडमंडी बदलते रहो। क्रिसिल, मॉर्निंग स्टार, आईसीआरए जैसी एमएफ योजनाओं का आकलन करने के लिए विभिन्न रेटिंग सिस्टम मौजूद हैं। ये सिस्टम गुणात्मक और मात्रात्मक कारकों जैसे रिटर्न, एसेट साइज, एक्सपेंस रेशियो, के आधार पर फंड का मूल्यांकन करते हैं।मानक विचलन, आदि।
इन सभी कारकों का योग भारत में सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड की रेटिंग की ओर जाता है। हालांकि, की प्रक्रिया बनाने के लिएनिवेश निवेशकों के लिए आसान, हमने सर्वोत्तम फंड चुनने के दिशा-निर्देशों के साथ भारत में सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड को शॉर्टलिस्ट किया है।
म्यूचुअल फंड में निवेश क्यों करें?
म्युचुअल फंड में निवेश करने का केवल एक ही लाभ नहीं है, यह कई लाभों के साथ आता है जो निवेशकों को अपना पैसा बढ़ाने में मदद करते हैं। यह लघु, मध्य और लंबी अवधि के निवेश लक्ष्यों को पूरा करता है। ऐसे कई फंड विकल्प हैं जिन्हें आप निवेश करने के लिए चुन सकते हैं, कम जोखिम से लेकर उच्च जोखिम वाली योजनाओं जैसे ऋण औरइक्विटी फ़ंड.
म्यूचुअल फंड की ओर लोगों का ध्यान खींचने वाली महत्वपूर्ण विशेषताओं में से एक न्यूनतम निवेश राशि है। आप में निवेश शुरू कर सकते हैंसिप सिर्फ 500 रुपये में।
आइए कुछ और कारणों पर गौर करें कि आपको ऐसा क्यों करना चाहिएम्युचुअल फंड में निवेश:
1. चलनिधि
ओपन-एंडेड योजनाओं में, किसी योजना को खरीदना और उससे बाहर निकलना आसान होता है। कोई भी अपनी इकाइयों को किसी भी समय बेच सकता है (यह आदर्श रूप से तब सुझाया जाता है जब बाजार ऊंचे हों)। लेकिन, जब आप किसी फंड में निवेश करते हैं, तो आपको एक्जिट लोड शुल्क पता होना चाहिए। म्युचुअल फंड में, लेन-देन उस दिन के फंड हाउस द्वारा जारी किए जाने के एक दिन बाद होता है, जिस दिन नेट एसेट वैल्यू (नहीं हैं)
2. विविधीकरण
म्यूचुअल फंड विभिन्न वित्तीय साधन रखता है जैसे स्टॉक, फिक्स्डआय उपकरण, सोना आदि। जिससे आप सिर्फ एक योजना में निवेश करके विविधीकरण का लाभ उठा सकते हैं। इसके विपरीत, यदि व्यक्ति शेयरों में सीधे निवेश करना चुनते हैं तो उन्हें पैसा लगाने से पहले विभिन्न कंपनियों के शेयरों पर शोध करने की आवश्यकता होती है।
3. अच्छी तरह से विनियमित
भारत में म्युचुअल फंड उद्योग अच्छी तरह से विनियमित हैसेबी (भारतीय प्रतिभूति और विनिमय बोर्ड)। यह सभी म्यूचुअल फंड के कामकाज पर नजर रखता है। इसके अलावा, ये फंड हाउस पारदर्शी भी हैं जिनमें; उन्हें नियमित अंतराल पर अपनी प्रदर्शन रिपोर्ट प्रकाशित करने की आवश्यकता है।
4. विशेषज्ञ प्रबंधन
प्रत्येक एमएफ योजना का प्रबंधन एक समर्पित फंड मैनेजर द्वारा किया जाता है। फंड मैनेजर का उद्देश्य यह सुनिश्चित करना है कि निवेशक प्रदर्शन पर निरंतर नजर रखते हुए और परिवर्तन करके योजना से अधिकतम रिटर्न अर्जित करें।परिसंपत्ति आवंटन बाजार की आवश्यकता के अनुसार समय पर।
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बेस्ट इक्विटी म्यूचुअल फंड 2022 - 2023
अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैंइक्विटी फंड जैसे लार्ज-, मिड-, स्मॉल-, मल्टी-कैप,ईएलएसएस और क्षेत्रीय निधि।
शीर्ष 5 लार्ज कैप इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹88.6916
↓ -0.83 ₹43,829 3.8 5.6 2.3 19.1 24.3 18.2 ICICI Prudential Bluechip Fund Growth ₹108.1
↓ -0.96 ₹72,336 2.2 5.2 2.8 17.7 21.5 16.9 DSP TOP 100 Equity Growth ₹460.858
↓ -3.15 ₹6,323 0 3.3 2.3 17.1 18.3 20.5 HDFC Top 100 Fund Growth ₹1,109.55
↓ -11.72 ₹38,905 0.6 2.5 -1.5 15.7 20.9 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
शीर्ष 5 मिड कैप इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹99.4516
↓ -2.77 ₹33,053 4.3 2.1 1.8 27.4 33.3 57.1 Edelweiss Mid Cap Fund Growth ₹98.079
↓ -1.29 ₹10,988 6.7 6.2 5.4 24.4 29.5 38.9 Invesco India Mid Cap Fund Growth ₹176.71
↓ -1.67 ₹7,406 13.1 12.5 14.7 27.4 28.4 43.1 ICICI Prudential MidCap Fund Growth ₹290.57
↓ -3.96 ₹6,824 10 8.8 2.8 21.5 27.3 27 Sundaram Mid Cap Fund Growth ₹1,353.88
↓ -14.87 ₹12,818 7.8 6.2 3.6 23.1 26.9 32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 स्मॉल कैप इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Small Cap Fund Growth ₹138.38
↓ -1.03 ₹35,781 13.6 7.8 2.5 24.1 31.5 20.4 Franklin India Smaller Companies Fund Growth ₹165.7
↓ -1.73 ₹13,995 4.8 0.9 -7.1 23.1 31.3 23.2 ICICI Prudential Smallcap Fund Growth ₹86.15
↓ -0.27 ₹8,566 10 5.6 -2 17.9 30.1 15.6 Sundaram Small Cap Fund Growth ₹250.048
↓ -1.11 ₹3,439 8 3.4 0.1 20.6 29 19.1 Kotak Small Cap Fund Growth ₹253.072
↓ -2.67 ₹18,031 7.2 0.2 -5.9 16.1 28.9 25.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 विविध/मल्टी-कैप इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹293.48
↓ -2.42 ₹45,366 7.2 7.9 2.1 23.4 30.5 25.8 IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 Motilal Oswal Multicap 35 Fund Growth ₹59.6733
↓ -2.11 ₹13,894 3.4 4 6 22.1 18.5 45.7 HDFC Equity Fund Growth ₹1,944.78
↓ -15.98 ₹79,585 2.3 5.9 7 22.1 28 23.5 JM Multicap Fund Growth ₹94.6006
↓ -1.12 ₹6,144 2.1 -3.1 -8.8 21.8 24.8 33.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
टॉप 5 (ईएलएसएस) इक्विटी लिंक्ड सेविंग स्कीम्स
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹50.1535
↓ -1.06 ₹4,506 9.7 6 3.2 24.5 25.1 47.7 SBI Magnum Tax Gain Fund Growth ₹426.177
↓ -3.60 ₹30,616 3 2.8 -1.7 23.7 24.9 27.7 HDFC Tax Saver Fund Growth ₹1,379.06
↓ -12.78 ₹16,908 2.2 5.4 4.7 21.4 24.9 21.3 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 सेक्टर इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹31.0237
↑ 0.07 ₹5,427 3.5 7.1 -7.6 32 29.8 23.5 Invesco India PSU Equity Fund Growth ₹61.19
↓ -0.29 ₹1,439 5.2 10.1 -8.8 31.3 27.6 25.6 Franklin India Opportunities Fund Growth ₹247.008
↓ -2.29 ₹7,200 4.8 4.8 1.5 30.2 29.1 37.3 HDFC Infrastructure Fund Growth ₹46.767
↓ -0.20 ₹2,591 6.1 7.9 -2.2 29.8 34.1 23 ICICI Prudential Infrastructure Fund Growth ₹190.55
↓ -0.94 ₹8,043 6.2 7.6 0.6 29.5 35.9 27.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 वैल्यू इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹94.3718
↓ -1.11 ₹1,110 3.5 0.1 -9.8 23.9 25.6 25.1 ICICI Prudential Value Discovery Fund Growth ₹462.8
↑ 1.21 ₹54,096 2.6 5.7 3.1 21.6 26 20 Nippon India Value Fund Growth ₹218.413
↓ -2.88 ₹8,955 2.9 2.8 -0.1 21.5 25.6 22.3 Tata Equity PE Fund Growth ₹336.572
↓ -2.27 ₹8,840 3.1 2.2 -6.1 19.2 21 21.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹112.659
↓ -0.76 ₹8,840 3.1 2.2 -6.1 19.1 20.8 21.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 फोकस्ड इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Focused 30 Fund Growth ₹225.356
↓ -1.57 ₹20,868 2.6 5.9 7.7 22.3 27.5 24 ICICI Prudential Focused Equity Fund Growth ₹89.8
↓ -0.89 ₹12,244 4 8.3 4.9 21.5 24.1 26.5 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Franklin India Focused Equity Fund Growth ₹106.046
↓ -0.98 ₹12,536 3.1 4.6 0.3 16.5 24 19.9 DSP Focus Fund Growth ₹52.484
↓ -0.90 ₹2,628 1.3 2.1 1.7 16.4 17.9 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
बेस्ट डेट फंड 2022 - 2023
अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैं जैसे। लिक्विड, अल्ट्रा शॉर्ट, शॉर्ट टर्म, GILT, क्रेडिट रिस्क और कॉर्पोरेट डेट सेकर्ज़.
शीर्ष 5 अल्ट्रा शॉर्ट टर्म डेट फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹553.023
↑ 0.11 ₹20,228 2 4.1 8.1 7.4 7.9 6.72% 5M 26D 6M 29D ICICI Prudential Ultra Short Term Fund Growth ₹27.9186
↑ 0.00 ₹16,051 1.8 3.9 7.5 7.1 7.5 6.79% 5M 12D 7M 24D Invesco India Ultra Short Term Fund Growth ₹2,717.28
↑ 0.32 ₹1,006 1.7 3.8 7.4 6.9 7.5 6.59% 5M 16D 5M 24D SBI Magnum Ultra Short Duration Fund Growth ₹6,019.96
↑ 0.96 ₹16,408 1.7 3.8 7.5 7.1 7.4 6.26% 5M 1D 6M 4D Nippon India Ultra Short Duration Fund Growth ₹4,058.29
↑ 0.53 ₹9,543 1.7 3.7 7.3 6.9 7.2 6.71% 5M 14D 7M 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 शॉर्ट टर्म डेट फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% ICICI Prudential Short Term Fund Growth ₹60.7622
↓ 0.00 ₹21,491 2 4.8 8.6 7.9 7.8 7.18% 1Y 11M 23D 3Y 5M 12D HDFC Short Term Debt Fund Growth ₹32.3419
↑ 0.00 ₹17,402 2 4.7 8.8 7.8 8.3 6.88% 2Y 6M 11D 3Y 9M 11D Axis Short Term Fund Growth ₹31.2508
↑ 0.01 ₹11,467 2 5 9 7.6 8 6.8% 2Y 2M 19D 2Y 8M 12D Nippon India Short Term Fund Growth ₹53.3816
↑ 0.02 ₹8,330 2 4.9 9 7.6 8 7.03% 2Y 8M 8D 3Y 4M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25
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 Axis Liquid Fund Growth ₹2,925.12
↑ 0.39 ₹33,529 0.5 1.5 3.4 7.1 7.4 5.96% 1M 27D 2M 1D LIC MF Liquid Fund Growth ₹4,748.65
↑ 0.64 ₹10,377 0.4 1.5 3.3 6.9 7.4 6.03% 1M 19D 1M 19D DSP Liquidity Fund Growth ₹3,750.56
↑ 0.49 ₹16,926 0.5 1.5 3.3 7 7.4 5.95% 1M 28D 2M 1D Invesco India Liquid Fund Growth ₹3,610.84
↑ 0.50 ₹12,320 0.5 1.5 3.3 7 7.4 6.19% 1M 22D 1M 22D ICICI Prudential Liquid Fund Growth ₹388.888
↑ 0.05 ₹49,517 0.4 1.5 3.3 7 7.4 5.95% 1M 25D 1M 30D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 बैंकिंग और पीएसयू डेट फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹33.0135
↓ 0.00 ₹10,588 1.8 4.5 8.3 7.8 7.9 6.83% 2Y 7M 28D 4Y 9M Kotak Banking and PSU Debt fund Growth ₹65.9879
↓ 0.00 ₹6,183 1.7 4.6 8.6 7.6 8 6.82% 3Y 11D 4Y 6M 29D Nippon India Banking & PSU Debt Fund Growth ₹20.9661
↑ 0.00 ₹5,814 1.8 4.8 8.6 7.5 7.9 6.81% 3Y 9M 7D 5Y 3M 29D HDFC Banking and PSU Debt Fund Growth ₹23.228
↓ 0.00 ₹6,094 1.8 4.6 8.5 7.5 7.9 6.82% 3Y 8M 23D 5Y 4M 10D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹370.149
↑ 0.04 ₹9,122 1.7 4.6 8.5 7.5 7.9 6.81% 3Y 10M 17D 5Y 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 क्रेडिट जोखिम फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹49.8959
↓ 0.00 ₹209 2.2 18 22.3 14.7 7.8 6.94% 2Y 29D 2Y 9M 7D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹22.5995
↑ 0.01 ₹1,014 2.8 9.1 16.6 10.5 11.9 7.76% 2Y 1M 24D 3Y 2M 5D Invesco India Credit Risk Fund Growth ₹1,943.43
↓ -0.50 ₹150 1.4 6.2 9.8 9.2 7.3 6.82% 2Y 10M 17D 3Y 11M 19D Nippon India Credit Risk Fund Growth ₹35.4322
↑ 0.01 ₹1,018 2.5 5.4 9.7 8.3 8.3 8.4% 2Y 2Y 2M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 कॉर्पोरेट बॉन्ड फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Corporate Bond Fund Growth ₹30.1225
↑ 0.00 ₹33,109 1.9 4.7 8.7 8.1 8 6.83% 2Y 4M 20D 4Y 1M 24D Nippon India Prime Debt Fund Growth ₹60.6772
↑ 0.01 ₹9,542 1.9 5 9.3 8.1 8.4 6.93% 3Y 7M 17D 4Y 8M 23D HDFC Corporate Bond Fund Growth ₹32.8518
↓ 0.00 ₹35,686 1.7 4.6 8.7 8 8.6 6.94% 4Y 3M 14D 6Y 10M 20D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.869
↓ -0.02 ₹28,675 1.5 4.5 8.6 7.9 8.5 6.94% 4Y 5M 26D 6Y 11M 23D BNP Paribas Corporate Bond Fund Growth ₹27.7967
↓ -0.01 ₹358 2 5.2 9.5 7.9 8.3 6.8% 3Y 9M 5Y 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
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 ₹103.325
↓ -0.11 ₹7,276 0.8 4.5 8.3 8.5 8.2 6.39% 3Y 3M 10Y 22D SBI Magnum Gilt Fund Growth ₹65.9489
↓ -0.04 ₹12,149 -0.8 3.2 6.5 8 8.9 6.47% 6Y 8M 5D 13Y 4M 17D Axis Gilt Fund Growth ₹25.5419
↓ -0.02 ₹798 -0.5 3.4 7.2 7.7 10 6.29% 5Y 9M 29D 12Y 5M 19D DSP Government Securities Fund Growth ₹95.5708
↓ -0.17 ₹1,852 -1 3 6.5 7.6 10.1 6.61% 7Y 10M 17D 22Y 8M 8D UTI Gilt Fund Growth ₹62.8094
↓ -0.06 ₹639 -0.5 3.3 6.7 7.5 8.9 6.88% 9Y 9M 18D 23Y 9M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
बेस्ट 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 उन्मुखहाइब्रिड योजनाएं
शीर्ष 5 बैलेंस्ड फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.264
↓ -1.68 ₹862 3 0.1 -5.7 20.1 21 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.15
↓ -0.48 ₹1,250 6.2 2.8 -2.1 19.2 24 25.8 ICICI Prudential Multi-Asset Fund Growth ₹750.659
↑ 0.64 ₹62,014 2 5.5 8.8 19.1 23.1 16.1 ICICI Prudential Equity and Debt Fund Growth ₹385.63
↓ -2.25 ₹44,552 2.1 5.9 4.7 18.9 24.7 17.2 UTI Multi Asset Fund Growth ₹73.1989
↓ -0.46 ₹5,890 2 2.9 3.9 18.4 15.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 आक्रामक हाइब्रिड फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.264
↓ -1.68 ₹862 3 0.1 -5.7 20.1 21 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.15
↓ -0.48 ₹1,250 6.2 2.8 -2.1 19.2 24 25.8 ICICI Prudential Equity and Debt Fund Growth ₹385.63
↓ -2.25 ₹44,552 2.1 5.9 4.7 18.9 24.7 17.2 UTI Hybrid Equity Fund Growth ₹395.833
↓ -2.43 ₹6,468 1.7 2.4 2.2 16.1 19.7 19.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 कंजर्वेटिव हाइब्रिड फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.264
↓ -1.68 ₹862 3 0.1 -5.7 20.1 21 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.15
↓ -0.48 ₹1,250 6.2 2.8 -2.1 19.2 24 25.8 ICICI Prudential Multi-Asset Fund Growth ₹750.659
↑ 0.64 ₹62,014 2 5.5 8.8 19.1 23.1 16.1 ICICI Prudential Equity and Debt Fund Growth ₹385.63
↓ -2.25 ₹44,552 2.1 5.9 4.7 18.9 24.7 17.2 UTI Multi Asset Fund Growth ₹73.1989
↓ -0.46 ₹5,890 2 2.9 3.9 18.4 15.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 आर्बिट्राज फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Arbitrage Fund Growth ₹37.7144
↑ 0.04 ₹69,924 1.4 3.3 6.8 7.2 5.9 7.8 SBI Arbitrage Opportunities Fund Growth ₹34.0399
↑ 0.03 ₹37,606 1.5 3.4 6.9 7.2 5.8 7.5 Invesco India Arbitrage Fund Growth ₹32.1233
↑ 0.04 ₹23,900 1.4 3.3 6.8 7.2 5.8 7.6 UTI Arbitrage Fund Growth ₹35.2686
↑ 0.03 ₹7,863 1.4 3.4 6.9 7.1 5.7 7.7 ICICI Prudential Equity Arbitrage Fund Growth ₹34.5306
↑ 0.04 ₹30,811 1.4 3.3 6.9 7.1 5.7 7.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 गतिशील आवंटन निधि
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Dynamic Equity Fund Growth ₹20.63
↓ -0.10 ₹3,342 0.6 2.4 4.6 13.1 12.9 17.5 Invesco India Dynamic Equity Fund Growth ₹52.98
↓ -0.43 ₹1,024 2.1 2.1 2.8 13 12.3 15.9 ICICI Prudential Balanced Advantage Fund Growth ₹73.14
↓ -0.40 ₹65,298 2.3 5.3 6 12.7 14.4 12.3 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹104.77
↓ -0.63 ₹8,034 2.2 5.4 5.3 12.6 13.7 13 Nippon India Balanced Advantage Fund Growth ₹173.573
↓ -1.22 ₹9,391 1.5 3.4 2.8 11.8 13.6 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 मल्टी एसेट एलोकेशन फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹750.659
↑ 0.64 ₹62,014 2 5.5 8.8 19.1 23.1 16.1 UTI Multi Asset Fund Growth ₹73.1989
↓ -0.46 ₹5,890 2 2.9 3.9 18.4 15.1 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹62.25
↓ -0.49 ₹2,926 2.5 4.3 3.6 17 19.5 20.2 SBI Multi Asset Allocation Fund Growth ₹58.8635
↓ -0.27 ₹8,940 4.2 5.9 8.2 15.8 13.7 12.8 HDFC Multi-Asset Fund Growth ₹70.958
↓ -0.23 ₹4,545 2.3 5.6 7.4 13.7 14.8 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 25
शीर्ष 5 इक्विटी बचत कोष
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Equity Savings Fund Growth ₹23.8463
↓ -0.01 ₹5,586 2.5 4.9 5.6 11.2 11.9 12 Kotak Equity Savings Fund Growth ₹25.9161
↓ -0.08 ₹8,444 2.7 3.6 4.2 11.2 11.3 11.7 Edelweiss Equity Savings Fund Growth ₹25.1671
↓ -0.06 ₹670 3 4.4 7.8 10.9 10.6 13.4 HDFC Equity Savings Fund Growth ₹65.352
↓ -0.12 ₹5,663 1.6 3.3 3.6 10.2 12.4 10.3 DSP Equity Savings Fund Growth ₹21.714
↓ -0.04 ₹3,192 0.7 3.2 6 10 11.2 12.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 25
शीर्ष 5 समाधान उन्मुख योजनाएं
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹49.431
↓ -0.34 ₹6,701 2 3.8 -0.1 18.5 24.7 18 ICICI Prudential Child Care Plan (Gift) Growth ₹322.33
↓ -4.78 ₹1,424 6.3 6.8 5.1 18.3 19 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.937
↓ -0.20 ₹1,698 2 3.7 1.5 14.6 17.8 14 Tata Retirement Savings Fund - Progressive Growth ₹63.7563
↓ -0.59 ₹2,178 3.8 3.4 -1.3 15.4 16.1 21.7 Tata Retirement Savings Fund-Moderate Growth ₹63.1151
↓ -0.48 ₹2,230 3.6 4 1 14.4 15 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
शीर्ष 5 गोल्ड फंड 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Gold Fund Growth ₹29.7522
↑ 0.14 ₹4,410 4.2 18 45.2 23.6 11.3 19.6 Aditya Birla Sun Life Gold Fund Growth ₹29.5606
↑ 0.28 ₹636 4.3 17.7 45.4 23.4 11.3 18.7 Axis Gold Fund Growth ₹29.6549
↑ 0.10 ₹1,121 4.3 17.5 44.1 23.4 11.5 19.2 HDFC Gold Fund Growth ₹30.3889
↑ 0.14 ₹4,272 4.1 18 45 23.4 11 18.9 ICICI Prudential Regular Gold Savings Fund Growth ₹31.5118
↑ 0.14 ₹2,274 4.2 17.9 45.4 23.3 11.2 19.5 Kotak Gold Fund Growth ₹39.1085
↑ 0.15 ₹3,155 4.5 17.8 44.2 23.3 11.1 18.9 Nippon India Gold Savings Fund Growth ₹38.9441
↑ 0.19 ₹3,126 4.1 17.7 44.7 23.2 11 19 Invesco India Gold Fund Growth ₹28.6803
↑ 0.11 ₹168 4.2 17.3 43.7 23.2 10.8 18.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25
1 महीने के प्रदर्शन के आधार पर सर्वश्रेष्ठ म्युचुअल फंड
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Franklin India Short Term Income Plan - Retail Plan is a Debt - Short term Bond fund was launched on 31 Jan 02. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on Research Highlights for Franklin India Short Term Income Plan - Retail Plan "The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." DSP World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a Below is the key information for DSP World Gold Fund Returns up to 1 year are on Research Highlights for DSP World Gold Fund The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Equity - Global fund was launched on 7 Nov 08. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on Research Highlights for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Nippon India Japan Equity Fund is a Equity - Global fund was launched on 26 Aug 14. It is a fund with High risk and has given a Below is the key information for Nippon India Japan Equity Fund Returns up to 1 year are on Research Highlights for Nippon India Japan Equity Fund The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. DSP World Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a Below is the key information for DSP World Mining Fund Returns up to 1 year are on Research Highlights for DSP World Mining Fund 1. Franklin India Short Term Income Plan - Retail Plan
CAGR/Annualized return of 12.4% since its launch. Ranked 19 in Short term Bond category. . Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹10,729 31 Jul 22 ₹12,743 31 Jul 23 ₹13,797 31 Jul 24 ₹13,877
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP World Gold Fund
CAGR/Annualized return of 7.1% since its launch. Ranked 11 in Global category. Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% . DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (07 Aug 25) ₹34.0465 ↑ 0.59 (1.76 %) Net Assets (Cr) ₹1,202 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.35 Sharpe Ratio 1.8 Information Ratio -0.35 Alpha Ratio 1.97 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹8,272 31 Jul 22 ₹6,099 31 Jul 23 ₹7,748 31 Jul 24 ₹9,223 31 Jul 25 ₹13,652 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 11.1% 3 Month 17.9% 6 Month 37.7% 1 Year 73.5% 3 Year 35.4% 5 Year 8.2% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.43 Yr. Data below for DSP World Gold Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 94.86% Asset Allocation
Asset Class Value Cash 2.29% Equity 95.12% Debt 0.02% Other 2.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -78% ₹935 Cr 1,610,898
↓ -37,716 VanEck Gold Miners ETF
- | GDX21% ₹255 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹14 Cr Net Receivables/Payables
CBLO | -0% -₹3 Cr 3. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
CAGR/Annualized return of 9% since its launch. Ranked 25 in Global category. . Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 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 31 Jul 20 ₹10,000 31 Jul 21 ₹14,740 31 Jul 22 ₹17,405 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Nippon India Japan Equity Fund
CAGR/Annualized return of 7.3% since its launch. Ranked 9 in Global category. Return for 2024 was 9.3% , 2023 was 18.7% and 2022 was -15.3% . Nippon India Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (08 Aug 25) ₹21.4386 ↑ 0.29 (1.39 %) Net Assets (Cr) ₹272 on 30 Jun 25 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.44 Sharpe Ratio 0.73 Information Ratio -1.07 Alpha Ratio -3.97 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹12,476 31 Jul 22 ₹10,679 31 Jul 23 ₹12,175 31 Jul 24 ₹13,945 31 Jul 25 ₹15,391 Returns for Nippon India Japan Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 7.2% 3 Month 10.1% 6 Month 10.8% 1 Year 21.3% 3 Year 14.4% 5 Year 9% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.3% 2023 18.7% 2022 -15.3% 2021 5.7% 2020 2019 2018 2017 2016 2015 Fund Manager information for Nippon India Japan Equity Fund
Name Since Tenure Kinjal Desai 25 May 18 7.19 Yr. Data below for Nippon India Japan Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 25.6% Technology 16.44% Consumer Cyclical 15.79% Financial Services 12.55% Consumer Defensive 7.08% Communication Services 6.53% Real Estate 6.4% Basic Materials 3.34% Health Care 3.21% Asset Allocation
Asset Class Value Cash 3.06% Equity 96.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ajinomoto Co Inc (Consumer Defensive)
Equity, Since 30 Jun 23 | 28024% ₹11 Cr 46,800 Tokyo Electron Ltd (Technology)
Equity, Since 31 Jul 18 | 80354% ₹11 Cr 6,500 Sumitomo Electric Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 58024% ₹10 Cr 53,900 Hitachi Ltd (Industrials)
Equity, Since 31 Aug 14 | 65013% ₹10 Cr 38,100 BayCurrent Inc (Industrials)
Equity, Since 30 Jun 22 | 65323% ₹9 Cr 21,400 Fast Retailing Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 15 | 99833% ₹9 Cr 3,100 Mitsui Fudosan Co Ltd (Real Estate)
Equity, Since 31 Aug 14 | 88013% ₹9 Cr 110,000 Shin-Etsu Chemical Co Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 40633% ₹9 Cr 32,100 Tokio Marine Holdings Inc (Financial Services)
Equity, Since 30 Jun 22 | 87663% ₹9 Cr 24,900 Recruit Holdings Co Ltd (Communication Services)
Equity, Since 30 Jun 23 | 60983% ₹9 Cr 17,700 5. DSP World Mining Fund
CAGR/Annualized return of 4.1% since its launch. Ranked 19 in Global category. Return for 2024 was -8.1% , 2023 was 0% and 2022 was 12.2% . DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (07 Aug 25) ₹18.8143 ↑ 0.25 (1.35 %) Net Assets (Cr) ₹130 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.1 Sharpe Ratio 0.06 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,671 31 Jul 22 ₹12,927 31 Jul 23 ₹16,204 31 Jul 24 ₹15,675 31 Jul 25 ₹17,143 Returns for DSP World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 6.9% 3 Month 15.8% 6 Month 13% 1 Year 22.3% 3 Year 12.1% 5 Year 12% 10 Year 15 Year Since launch 4.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% 2015 -36% Fund Manager information for DSP World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.43 Yr. Data below for DSP World Mining Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 94.03% Energy 1.67% Asset Allocation
Asset Class Value Cash 3.89% Equity 95.71% Debt 0.04% Other 0.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹129 Cr 199,937
↓ -3,055 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹2 Cr Net Receivables/Payables
CBLO | -0% ₹0 Cr
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सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने का एक सही तरीका इसके गुणात्मक और मात्रात्मक दोनों उपायों को देखना है, जैसे:
1. 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 या 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।
2. फंड प्रदर्शन
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। इसके अलावा, ऐसी योजना के लिए जाने का सुझाव दिया जाता है जो लगातार 4-5 वर्षों में अपने बेंचमार्क को पीछे छोड़ती है, इसके अतिरिक्त, प्रत्येक अवधि को यह देखने के लिए देखना चाहिए कि क्या फंड बेंचमार्क को मात देने में सक्षम है।
3. कुल व्यय अनुपात
जो निवेशक म्यूचुअल फंड में निवेश करना चाहते हैं, उन्हें एसेट मैनेजमेंट कंपनी द्वारा लगाए गए प्रबंधन शुल्क, संचालन लागत आदि जैसे कुछ शुल्क वहन करने पड़ते हैं (एएमसी) कई बार, निवेशक ऐसे फंड के लिए जाते हैं जिसका व्यय अनुपात कम होता है, लेकिन यह ऐसा कुछ है जो अन्य महत्वपूर्ण कारकों जैसे कि फंड के प्रदर्शन आदि को प्रभावित नहीं करना चाहिए।
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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