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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 (%) Nippon India Large Cap Fund Growth ₹92.0318
↑ 0.42 ₹41,750 10 5.7 7 25.5 26.4 18.2 DSP BlackRock TOP 100 Equity Growth ₹481.149
↑ 0.40 ₹6,036 7.2 6.6 10.4 23.2 21 20.5 ICICI Prudential Bluechip Fund Growth ₹112.14
↑ 0.65 ₹69,763 8.7 7.4 8.2 22.9 23.9 16.9 Invesco India Largecap Fund Growth ₹71.06
↑ 0.33 ₹1,488 12.4 5.4 7.8 22 21.7 20 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
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 ₹103.517
↑ 0.21 ₹30,401 11.5 -7.1 10 35.4 36.2 57.1 Edelweiss Mid Cap Fund Growth ₹103.036
↑ 0.41 ₹10,028 14.4 2.7 11.9 31.7 33.5 38.9 Invesco India Mid Cap Fund Growth ₹180.24
↑ 0.62 ₹6,641 18 4.4 17.3 32.9 30.9 43.1 ICICI Prudential MidCap Fund Growth ₹302.97
↑ 0.46 ₹6,421 16.7 6.2 5.8 27.4 30.7 27 SBI Magnum Mid Cap Fund Growth ₹239.564
↑ 1.74 ₹22,406 9 2.6 2.9 23.1 29.5 20.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
शीर्ष 5 स्मॉल कैप इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Emerging Businesses Fund Growth ₹83.2921
↑ 0.16 ₹16,061 14.4 -6 -1.3 26.6 34.7 28.5 Franklin India Smaller Companies Fund Growth ₹174.955
↑ 0.93 ₹13,545 15.3 -2.7 -2 29.8 34 23.2 HDFC Small Cap Fund Growth ₹139.685
↑ 0.72 ₹34,032 14.8 0.6 5.5 29.3 34 20.4 Kotak Small Cap Fund Growth ₹265.66
↑ 1.13 ₹17,329 12.6 -3.7 0.5 21.5 32.6 25.5 ICICI Prudential Smallcap Fund Growth ₹88.12
↑ 0.41 ₹8,254 14.3 2.3 1.1 22 32.6 15.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹302.743
↑ 0.93 ₹43,483 12.6 4.3 5.2 30.2 32.3 25.8 Motilal Oswal Multicap 35 Fund Growth ₹62.8928
↑ 0.15 ₹13,023 10.3 -0.9 13.6 28.5 22.1 45.7 JM Multicap Fund Growth ₹99.4351
↑ 0.74 ₹5,917 8.9 -4.4 -2.8 28.4 27.2 33.3 HDFC Equity Fund Growth ₹2,007.18
↑ 8.52 ₹75,784 8.5 7.5 10.8 27.9 29.8 23.5 ICICI Prudential Multicap Fund Growth ₹802.1
↑ 2.80 ₹15,095 9.2 4.8 6.9 25.6 26.4 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹52.7429
↑ 0.38 ₹4,360 15.1 -6.2 8.8 31.8 27.3 47.7 SBI Magnum Tax Gain Fund Growth ₹444.633
↑ 1.83 ₹29,667 8.4 4.2 5.6 29.8 28.2 27.7 HDFC Tax Saver Fund Growth ₹1,431.68
↑ 5.93 ₹16,454 9.3 7.8 8.9 26.9 27.1 21.3 L&T Tax Advantage Fund Growth ₹136.443
↑ 0.40 ₹4,129 10.7 0.8 6.5 25.4 23.3 33 JM Tax Gain Fund Growth ₹48.9765
↑ 0.41 ₹199 9.2 -0.1 1.4 25.2 25.3 29 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
शीर्ष 5 सेक्टर इक्विटी फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹65.03
↑ 0.53 ₹1,394 12.9 7.5 -3.3 39 29 25.6 SBI PSU Fund Growth ₹32.4064
↑ 0.25 ₹5,259 8.2 5.5 -0.5 38.3 30.5 23.5 Nippon India Power and Infra Fund Growth ₹352.305
↑ 1.76 ₹7,417 11.1 0.6 -4.9 36.9 33.1 26.9 HDFC Infrastructure Fund Growth ₹48.416
↑ 0.32 ₹2,540 11.6 3.7 0.8 36.5 34.9 23 ICICI Prudential Infrastructure Fund Growth ₹199.43
↑ 1.24 ₹7,920 11.6 6.9 5.3 36 37.5 27.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹100.028
↑ 0.53 ₹1,089 12.8 -1 -2.3 30.2 28.5 25.1 L&T India Value Fund Growth ₹112.131
↑ 0.52 ₹13,325 13.9 4.1 4.8 30.1 29.4 25.9 Nippon India Value Fund Growth ₹228.967
↑ 1.14 ₹8,664 9.9 2.1 5.3 27.7 28.8 22.3 ICICI Prudential Value Discovery Fund Growth ₹473.15
↑ 3.67 ₹52,598 8.4 7.7 11.5 26.4 28.6 20 Aditya Birla Sun Life Pure Value Fund Growth ₹127.579
↑ 0.60 ₹6,161 10 0.6 3.5 26.4 26.4 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹232.089
↑ 0.93 ₹19,578 8.3 7.5 10.7 27.6 29.4 24 ICICI Prudential Focused Equity Fund Growth ₹92.94
↑ 0.28 ₹11,667 10.9 9 11.7 27.2 26.5 26.5 DSP BlackRock Focus Fund Growth ₹55.202
↑ 0.21 ₹2,576 7.3 4.9 7.6 23.3 20.9 18.5 Franklin India Focused Equity Fund Growth ₹109.092
↑ 0.46 ₹12,147 9.9 3.4 3.2 22 24.7 19.9 IIFL Focused Equity Fund Growth ₹47.5118
↑ 0.13 ₹7,400 7.7 4.6 0.8 22 23.8 14.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹548.606
↑ 0.10 ₹18,981 2.3 4.2 8.1 7.4 7.9 6.92% 4M 13D 5M 8D ICICI Prudential Ultra Short Term Fund Growth ₹27.713
↑ 0.00 ₹16,269 2.1 4 7.6 7.1 7.5 6.88% 5M 12D 8M 8D Invesco India Ultra Short Term Fund Growth ₹2,697.95
↑ 0.56 ₹1,227 2 3.9 7.5 6.9 7.5 6.59% 5M 16D 5M 24D SBI Magnum Ultra Short Duration Fund Growth ₹5,976.92
↑ 1.04 ₹16,434 2.1 3.9 7.6 7.1 7.4 0.49% 5M 16D 6M 25D Nippon India Ultra Short Duration Fund Growth ₹4,029.27
↑ 0.53 ₹8,772 2 3.8 7.4 6.8 7.2 6.98% 5M 16D 7M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹60.3211
↑ 0.00 ₹21,284 2.7 5 9 8.1 7.8 7.08% 2Y 4M 17D 4Y 18D HDFC Short Term Debt Fund Growth ₹32.1111
↓ 0.00 ₹17,019 2.8 5 9.3 7.9 8.3 6.87% 2Y 9M 4Y 1M 2D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.677
↓ -0.01 ₹9,193 2.6 4.9 9 7.7 7.9 6.92% 2Y 8M 12D 3Y 6M 18D Nippon India Short Term Fund Growth ₹52.9693
↑ 0.00 ₹7,058 3 5.1 9.4 7.7 8 6.87% 2Y 8M 16D 3Y 5M 26D 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 ₹2,905.7
↑ 0.29 ₹36,089 0.5 1.8 3.6 7.2 7.4 6.3% 1M 8D 1M 11D LIC MF Liquid Fund Growth ₹4,717.71
↑ 0.44 ₹11,165 0.5 1.7 3.5 7.1 7.4 6.25% 1M 20D 1M 20D DSP BlackRock Liquidity Fund Growth ₹3,725.66
↑ 0.42 ₹17,752 0.5 1.8 3.5 7.2 7.4 6.51% 1M 6D 1M 10D Invesco India Liquid Fund Growth ₹3,586.94
↑ 0.33 ₹14,737 0.5 1.8 3.6 7.2 7.4 6.19% 1M 22D 1M 22D ICICI Prudential Liquid Fund Growth ₹386.335
↑ 0.04 ₹50,000 0.5 1.8 3.5 7.2 7.4 6.33% 1M 17D 1M 21D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹32.7902
↑ 0.00 ₹10,485 2.5 4.7 8.7 7.9 7.9 6.79% 3Y 5Y 2M 16D Kotak Banking and PSU Debt fund Growth ₹65.586
↓ -0.01 ₹6,213 2.7 4.9 9.1 7.7 8 6.68% 3Y 5M 26D 5Y 1M 13D Nippon India Banking & PSU Debt Fund Growth ₹20.8213
↓ 0.00 ₹5,946 3 5.1 9.1 7.6 7.9 6.69% 3Y 9M 7D 5Y 2M 19D HDFC Banking and PSU Debt Fund Growth ₹23.0664
↓ -0.01 ₹6,114 2.7 4.9 9 7.5 7.9 6.72% 3Y 10M 17D 5Y 5M 16D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹367.611
↓ -0.05 ₹8,991 2.7 4.9 9 7.5 7.9 6.7% 4Y 7D 5Y 5M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 BlackRock Credit Risk Fund Growth ₹49.6565
↓ -0.01 ₹210 3 18.4 23 14.8 7.8 7.32% 1Y 11M 5D 2Y 7M 17D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.3607
↑ 0.03 ₹993 3.1 9.1 16.7 11.3 11.9 7.8% 2Y 4M 2D 3Y 7M 13D L&T Credit Risk Fund Growth ₹32.3165
↓ 0.00 ₹657 13.7 17.2 21.4 11.2 7.2 7.19% 2Y 1M 17D 2Y 10M 6D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,933.21
↓ -0.77 ₹150 2.4 6.6 10.3 9.3 7.3 6.82% 2Y 10M 17D 3Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 Nippon India Prime Debt Fund Growth ₹60.2306
↓ 0.00 ₹8,771 3.1 5.3 9.8 8.2 8.4 6.84% 3Y 9M 25D 5Y 7D ICICI Prudential Corporate Bond Fund Growth ₹29.9071
↓ 0.00 ₹31,264 2.7 4.9 9.1 8.2 8 6.85% 2Y 9M 7D 4Y 8M 8D HDFC Corporate Bond Fund Growth ₹32.6296
↓ -0.01 ₹35,493 2.6 4.9 9.3 8.1 8.6 6.83% 4Y 2M 5D 6Y 3M 18D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.147
↓ -0.05 ₹28,436 2.5 4.9 9.3 8.1 8.5 6.84% 4Y 18D 6Y 1M 20D BNP Paribas Corporate Bond Fund Growth ₹27.6001
↓ -0.01 ₹299 3.3 5.5 10 7.9 8.3 6.71% 3Y 9M 25D 5Y 2M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹103.163
↓ -0.04 ₹7,347 2.6 5.3 9.5 8.9 8.2 6.45% 3Y 6M 9Y 4M 17D Axis Gilt Fund Growth ₹25.5555
↓ -0.03 ₹770 1.5 4.4 8.7 8.1 10 6.56% 8Y 5M 19D 19Y 9M 11D SBI Magnum Gilt Fund Growth ₹65.9213
↓ -0.05 ₹12,573 1.3 4.1 7.9 8.1 8.9 6.76% 10Y 4M 20D 24Y 10M 28D DSP BlackRock Government Securities Fund Growth ₹95.4022
↓ -0.10 ₹1,904 0.9 3.6 7.3 8 10.1 6.7% 10Y 5M 23D 27Y 9M 25D HDFC Gilt Fund Growth ₹55.3341
↓ -0.07 ₹3,058 1.5 4.4 8.5 7.8 8.7 6.59% 8Y 7M 6D 17Y 9M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹123.073
↑ 0.04 ₹822 8.4 -1 0.5 25.2 27.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.58
↑ 0.12 ₹1,198 10.5 -0.9 3.3 24 27.3 25.8 ICICI Prudential Equity and Debt Fund Growth ₹395.68
↑ 1.26 ₹43,159 7.2 8.6 10.1 22.9 26.2 17.2 UTI Multi Asset Fund Growth ₹74.7913
↑ 0.07 ₹5,659 7.1 4.6 8.7 22.7 17.3 20.7 ICICI Prudential Multi-Asset Fund Growth ₹761.083
↑ 3.72 ₹59,452 6.2 9.6 12.2 22.4 24.6 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹123.073
↑ 0.04 ₹822 8.4 -1 0.5 25.2 27.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.58
↑ 0.12 ₹1,198 10.5 -0.9 3.3 24 27.3 25.8 ICICI Prudential Equity and Debt Fund Growth ₹395.68
↑ 1.26 ₹43,159 7.2 8.6 10.1 22.9 26.2 17.2 UTI Hybrid Equity Fund Growth ₹409.361
↑ 1.12 ₹6,254 7.4 3.4 7.6 20.7 21.9 19.7 DSP BlackRock Equity and Bond Fund Growth ₹362.073
↑ 0.16 ₹11,104 6.2 5.8 10.8 20.2 18.8 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹123.073
↑ 0.04 ₹822 8.4 -1 0.5 25.2 27.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.58
↑ 0.12 ₹1,198 10.5 -0.9 3.3 24 27.3 25.8 ICICI Prudential Equity and Debt Fund Growth ₹395.68
↑ 1.26 ₹43,159 7.2 8.6 10.1 22.9 26.2 17.2 UTI Multi Asset Fund Growth ₹74.7913
↑ 0.07 ₹5,659 7.1 4.6 8.7 22.7 17.3 20.7 ICICI Prudential Multi-Asset Fund Growth ₹761.083
↑ 3.72 ₹59,452 6.2 9.6 12.2 22.4 24.6 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹37.466
↑ 0.01 ₹67,362 1.8 3.5 7 7.1 5.7 7.8 Invesco India Arbitrage Fund Growth ₹31.8872
↑ 0.01 ₹22,341 1.7 3.4 6.9 7.1 5.7 7.6 SBI Arbitrage Opportunities Fund Growth ₹33.8007
↑ 0.01 ₹33,759 1.9 3.6 7 7.1 5.6 7.5 UTI Arbitrage Fund Growth ₹35.031
↑ 0.01 ₹7,308 1.8 3.5 7.1 6.9 5.6 7.7 HDFC Arbitrage Fund Growth ₹30.627
↑ 0.01 ₹20,685 1.8 3.4 6.9 6.9 5.5 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
शीर्ष 5 गतिशील आवंटन निधि
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Dynamic Equity Fund Growth ₹54.37
↑ 0.17 ₹978 6.4 1.9 7.2 16.5 14 15.9 Axis Dynamic Equity Fund Growth ₹21.14
↑ 0.05 ₹3,161 5 4.1 8.5 16.3 14.1 17.5 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.66
↑ 0.20 ₹7,710 7.3 7.6 9.6 15.7 15.2 13 Edelweiss Balanced Advantage Fund Growth ₹51.35
↑ 0.21 ₹12,696 6.1 4.2 5.4 15.2 15.7 13.1 ICICI Prudential Balanced Advantage Fund Growth ₹74.33
↑ 0.14 ₹63,787 7 7.1 10.1 15.1 15.9 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
शीर्ष 5 मल्टी एसेट एलोकेशन फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹74.7913
↑ 0.07 ₹5,659 7.1 4.6 8.7 22.7 17.3 20.7 ICICI Prudential Multi-Asset Fund Growth ₹761.083
↑ 3.72 ₹59,452 6.2 9.6 12.2 22.4 24.6 16.1 Edelweiss Multi Asset Allocation Fund Growth ₹64.53
↑ 0.42 ₹2,749 8.1 5.1 9.7 21.5 21.6 20.2 SBI Multi Asset Allocation Fund Growth ₹59.5107
↓ -0.07 ₹8,395 7.8 7.5 9.7 18.5 15.1 12.8 HDFC Multi-Asset Fund Growth ₹71.639
↑ 0.07 ₹4,375 6.3 6.9 9.5 16.1 17.3 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
शीर्ष 5 इक्विटी बचत कोष
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Equity Savings Fund Growth ₹32.8783
↑ 0.02 ₹655 5.5 -3.1 4.8 13.6 14.4 24 SBI Equity Savings Fund Growth ₹24.0976
↑ 0.10 ₹5,431 6.4 3.9 7.6 13.3 13.1 12 Principal Equity Savings Fund Growth ₹70.9231
↑ 0.13 ₹1,049 5.2 4.6 8.4 13.3 14.2 12.6 Kotak Equity Savings Fund Growth ₹26.0999
↑ 0.04 ₹8,254 4.7 3.2 6.2 12.6 12.2 11.7 Edelweiss Equity Savings Fund Growth ₹25.0924
↑ 0.04 ₹639 4 3.8 8.6 12.2 11.3 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 ₹51.497
↑ 0.28 ₹6,474 9 4.2 5.8 24.1 27.3 18 ICICI Prudential Child Care Plan (Gift) Growth ₹334.12
↑ 1.14 ₹1,343 11.4 8.2 8.3 22.6 21.2 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹39.237
↑ 0.15 ₹1,657 7.6 4.2 6.1 18.7 19.9 14 Tata Retirement Savings Fund - Progressive Growth ₹67.5571
↑ 0.09 ₹2,083 13.7 2.2 7.3 21 19.3 21.7 Tata Retirement Savings Fund-Moderate Growth ₹66.0542
↑ 0.11 ₹2,151 11.7 2.9 8.4 19.1 17.7 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
शीर्ष 5 गोल्ड फंड 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Gold Savings Fund Growth ₹36.859
↓ -0.61 ₹3,045 10.6 26.5 33.7 22.5 13.5 19 IDBI Gold Fund Growth ₹25.0768
↓ -0.46 ₹149 7.6 24.1 32.3 21.9 13.1 18.7 SBI Gold Fund Growth ₹28.1525
↓ -0.48 ₹4,155 8 24.1 32 21.8 13.4 19.6 HDFC Gold Fund Growth ₹28.7863
↓ -0.48 ₹4,088 8 24.2 31.8 21.7 13.1 18.9 Axis Gold Fund Growth ₹28.015
↓ -0.48 ₹1,065 7.8 23.4 31.1 21.6 13.4 19.2 ICICI Prudential Regular Gold Savings Fund Growth ₹29.7729
↓ -0.54 ₹2,152 8 24 31.5 21.6 13.2 19.5 Kotak Gold Fund Growth ₹36.995
↓ -0.65 ₹3,099 8.1 23.9 31.6 21.5 13.1 18.9 Aditya Birla Sun Life Gold Fund Growth ₹27.9437
↓ -0.46 ₹612 7.8 24.3 32 21.4 13.3 18.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 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 The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. 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. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a Below is the key information for DSP BlackRock US Flexible Equity Fund Returns up to 1 year are on 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 The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Invesco India Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on 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 May 20 ₹10,000 31 May 21 ₹10,960 31 May 22 ₹12,518 31 May 23 ₹13,477 31 May 24 ₹13,777
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 BlackRock US Flexible Equity Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (26 Jun 25) ₹62.5663 ↑ 0.03 (0.05 %) Net Assets (Cr) ₹866 on 31 May 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.28 Information Ratio -0.7 Alpha Ratio -6.37 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 May 20 ₹10,000 31 May 21 ₹13,949 31 May 22 ₹14,457 31 May 23 ₹15,546 31 May 24 ₹18,855 31 May 25 ₹20,914 Returns for DSP BlackRock US Flexible 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 8.9% 3 Month 12.2% 6 Month 9.7% 1 Year 15.7% 3 Year 18.2% 5 Year 17.1% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.8% 2023 22% 2022 -5.9% 2021 24.2% 2020 22.6% 2019 27.5% 2018 -1.1% 2017 15.5% 2016 9.8% 2015 2.5% Fund Manager information for DSP BlackRock US Flexible Equity Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.26 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Technology 28.22% Financial Services 20.08% Health Care 15.02% Communication Services 11.49% Consumer Cyclical 9.51% Industrials 6.16% Energy 3.9% Basic Materials 3.79% Asset Allocation
Asset Class Value Cash 1.82% Equity 98.17% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -99% ₹758 Cr 2,052,864
↓ -13,756 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹11 Cr Net Receivables/Payables
Net Current Assets | -1% -₹4 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 May 20 ₹10,000 31 May 21 ₹16,199 31 May 22 ₹20,214 31 May 23 ₹16,012 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. Invesco India Mid Cap Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (27 Jun 25) ₹180.24 ↑ 0.62 (0.35 %) Net Assets (Cr) ₹6,641 on 31 May 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.69 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,865 31 May 22 ₹18,479 31 May 23 ₹21,793 31 May 24 ₹31,587 31 May 25 ₹38,644 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 7.7% 3 Month 18% 6 Month 4.4% 1 Year 17.3% 3 Year 32.9% 5 Year 30.9% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.56 Yr. Amit Ganatra 1 Sep 23 1.75 Yr. Data below for Invesco India Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 26.33% Health Care 18.64% Consumer Cyclical 16.77% Industrials 11.18% Technology 9.21% Basic Materials 7.94% Real Estate 7.87% Communication Services 1.97% Asset Allocation
Asset Class Value Cash 0.07% Equity 99.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹322 Cr 506,411 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹277 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹260 Cr 1,893,617
↑ 236,434 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹256 Cr 155,335 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹247 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹246 Cr 12,506,782 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹228 Cr 441,151
↑ 20,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹220 Cr 431,234 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹220 Cr 1,684,103 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC3% ₹192 Cr 439,084
↑ 101,760 5. Invesco India Growth Opportunities Fund
CAGR/Annualized return of 13.8% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% . Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (27 Jun 25) ₹101.69 ↑ 0.31 (0.31 %) Net Assets (Cr) ₹7,274 on 31 May 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.63 Information Ratio 0.84 Alpha Ratio 8.7 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 May 20 ₹10,000 31 May 21 ₹15,628 31 May 22 ₹16,358 31 May 23 ₹18,714 31 May 24 ₹27,251 31 May 25 ₹32,512 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 7.4% 3 Month 16.8% 6 Month 5.4% 1 Year 15.4% 3 Year 30.4% 5 Year 26.4% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.5% 2023 31.6% 2022 -0.4% 2021 29.7% 2020 13.3% 2019 10.7% 2018 -0.2% 2017 39.6% 2016 3.3% 2015 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.56 Yr. Amit Ganatra 21 Jan 22 3.36 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 27.55% Consumer Cyclical 22.11% Health Care 15.77% Industrials 12.73% Real Estate 7.5% Technology 6.55% Basic Materials 4.49% Communication Services 1.98% Asset Allocation
Asset Class Value Cash 1.32% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002515% ₹354 Cr 683,586
↑ 140,897 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO5% ₹321 Cr 612,171 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹287 Cr 1,921,954 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE4% ₹286 Cr 449,447 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE4% ₹263 Cr 1,914,877
↑ 339,521 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹236 Cr 2,146,168 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹220 Cr 13,404,597 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON3% ₹214 Cr 130,340 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹213 Cr 9,152,597 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY3% ₹211 Cr 6,673,912
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सर्वश्रेष्ठ म्यूचुअल फंड में निवेश करने के लिए स्मार्ट टिप्स: एकमुश्त और एसआईपी निवेश
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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