SOLUTIONS
EXPLORE FUNDS
 CALCULATORS
fincash number+91-22-48913909Dashboard

फिनकैश »म्यूचुअल फंड्स »भारत में म्यूचुअल फंड हाउस

भारत में शीर्ष 15 म्यूचुअल फंड हाउस

Updated on August 28, 2025 , 42871 views

म्यूचुअल फंड्स पिछले कुछ वर्षों से भारत में काफी लोकप्रियता हासिल कर रहा है। इसके लाभदायक रिटर्न और सामर्थ्य कई लोगों को निवेश करने के लिए आकर्षित कर रहे हैं। लेकिन, योजना बनाते समयम्युचुअल फंड में निवेशज्यादातर लोग सोचते हैं कि एक अच्छी म्युचुअल फंड कंपनी गारंटीड रिटर्न दे सकती है। वास्तव में यह तथ्य नहीं है। जबकि एक अच्छा ब्रांड नाम, निवेश करने के लिए मापदंडों में से एक हो सकता है, लेकिन कई अन्य विभिन्न कारक हैं जो तय करते हैंसर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड में निवेश करना।

एयूएम जैसे कारक, फंड मैनेजर की विशेषज्ञता, फंड की उम्र, एएमसी के साथ स्टार्ड फंड, पिछले प्रदर्शन, आदि, निवेश करने के लिए अंतिम फंड चुनने में समान भूमिका निभाते हैं। ऐसे मापदंडों को ध्यान में रखते हुए, हमने संबंधित एएमसी द्वारा कुछ बेहतरीन म्यूचुअल फंड योजनाओं के साथ-साथ भारत में शीर्ष 15 म्यूचुअल फंड हाउस को शॉर्टलिस्ट किया है।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

भारत में सर्वश्रेष्ठ म्यूचुअल फंड कंपनियां

भारत में सर्वश्रेष्ठ म्यूचुअल फंड कंपनियां निम्नलिखित हैं-

ध्यान दें: नीचे दिखाए गए सभी फंडों की शुद्ध संपत्ति है500 करोड़ या अधिक।

एसबीआई म्यूचुअल फंड

एसबीआई म्यूचुअल फंड भारत की एक जानी-मानी कंपनी है। कंपनी अब तीन दशकों से अधिक समय से भारतीय म्यूचुअल फंड उद्योग में मौजूद है। एएमसी व्यक्तियों की विविध आवश्यकताओं को पूरा करने के लिए विभिन्न श्रेणियों के फंडों में योजनाएं प्रदान करता है। निवेशक जो एसबीआई म्यूचुअल फंड योजनाओं में निवेश करना चाहते हैं, यहां कुछ शीर्ष फंड हैं जिन्हें आप अपनी निवेश आवश्यकताओं और उद्देश्यों के अनुसार चुन सकते हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Debt Hybrid Fund Growth ₹72.4928
↓ -0.05 		₹9,799 500 0.56.44.69.91111
SBI Small Cap Fund Growth ₹169.15
↓ -0.65 		₹35,563 500 0.415.3-7.215.223.224.1
SBI Credit Risk Fund Growth ₹46.0693
↓ -0.04 		₹2,221 500 1.34.48.187.18.1
SBI Magnum Constant Maturity Fund Growth ₹63.4319
↓ -0.21 		₹1,884 500 -1.73.477.55.89.1
SBI Magnum Income Fund Growth ₹70.3089
↓ -0.20 		₹2,001 500 -1.42.96.1768.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Debt Hybrid FundSBI Small Cap FundSBI Credit Risk FundSBI Magnum Constant Maturity FundSBI Magnum Income Fund
Point 1Upper mid AUM (₹9,799 Cr).Highest AUM (₹35,563 Cr).Lower mid AUM (₹2,221 Cr).Bottom quartile AUM (₹1,884 Cr).Bottom quartile AUM (₹2,001 Cr).
Point 2Established history (24+ yrs).Established history (15+ yrs).Established history (21+ yrs).Established history (24+ yrs).Oldest track record among peers (26 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderate.
Point 55Y return: 11.05% (upper mid).5Y return: 23.17% (top quartile).1Y return: 8.14% (top quartile).1Y return: 7.01% (upper mid).1Y return: 6.11% (lower mid).
Point 63Y return: 9.93% (upper mid).3Y return: 15.16% (top quartile).1M return: 0.17% (top quartile).1M return: -1.23% (bottom quartile).1M return: -0.97% (lower mid).
Point 71Y return: 4.57% (bottom quartile).1Y return: -7.23% (bottom quartile).Sharpe: 2.43 (top quartile).Sharpe: 0.97 (upper mid).Sharpe: 0.57 (lower mid).
Point 81M return: -0.45% (upper mid).Alpha: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Alpha: 0.00 (top quartile).Sharpe: -0.63 (bottom quartile).Yield to maturity (debt): 7.93% (top quartile).Yield to maturity (debt): 6.61% (bottom quartile).Yield to maturity (debt): 7.02% (lower mid).
Point 10Sharpe: -0.23 (bottom quartile).Information ratio: 0.00 (upper mid).Modified duration: 2.17 yrs (upper mid).Modified duration: 6.79 yrs (bottom quartile).Modified duration: 5.67 yrs (bottom quartile).

SBI Debt Hybrid Fund

  • Upper mid AUM (₹9,799 Cr).
  • Established history (24+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 5Y return: 11.05% (upper mid).
  • 3Y return: 9.93% (upper mid).
  • 1Y return: 4.57% (bottom quartile).
  • 1M return: -0.45% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.23 (bottom quartile).

SBI Small Cap Fund

  • Highest AUM (₹35,563 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.17% (top quartile).
  • 3Y return: 15.16% (top quartile).
  • 1Y return: -7.23% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.63 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

SBI Credit Risk Fund

  • Lower mid AUM (₹2,221 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.14% (top quartile).
  • 1M return: 0.17% (top quartile).
  • Sharpe: 2.43 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.93% (top quartile).
  • Modified duration: 2.17 yrs (upper mid).

SBI Magnum Constant Maturity Fund

  • Bottom quartile AUM (₹1,884 Cr).
  • Established history (24+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.01% (upper mid).
  • 1M return: -1.23% (bottom quartile).
  • Sharpe: 0.97 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.61% (bottom quartile).
  • Modified duration: 6.79 yrs (bottom quartile).

SBI Magnum Income Fund

  • Bottom quartile AUM (₹2,001 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.11% (lower mid).
  • 1M return: -0.97% (lower mid).
  • Sharpe: 0.57 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.02% (lower mid).
  • Modified duration: 5.67 yrs (bottom quartile).

एचडीएफसी म्यूचुअल फंड

एचडीएफसी म्यूचुअल फंड भारत में सबसे प्रसिद्ध एएमसी में से एक है। इसने 2000 में अपनी पहली योजना शुरू की और तब से, फंड हाउस एक आशाजनक वृद्धि दिखा रहा है। इन वर्षों में, एचडीएफसी एमएफ ने कई निवेशकों का विश्वास जीता है और खुद को भारत में शीर्ष प्रदर्शन करने वालों में रखा है। जो निवेशक एचडीएफसी म्युचुअल फंड में निवेश करने के इच्छुक हैं, यहां कुछ बेहतरीन योजनाएं चुनी जा सकती हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Corporate Bond Fund Growth ₹32.7428
↓ -0.03 		₹35,968 300 0.14.17.97.56.48.6
HDFC Banking and PSU Debt Fund Growth ₹23.1776
↓ -0.01 		₹5,935 300 0.34.37.87.26.17.9
HDFC Credit Risk Debt Fund Growth ₹24.2851
↓ -0.01 		₹7,015 300 1.14.37.97.37.28.2
HDFC Equity Savings Fund Growth ₹65.626
↓ -0.06 		₹5,674 300 0.36.42.710.111.710.3
HDFC Hybrid Debt Fund Growth ₹81.1038
↓ -0.16 		₹3,388 300 -1.84.32.51010.710.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Corporate Bond FundHDFC Banking and PSU Debt FundHDFC Credit Risk Debt FundHDFC Equity Savings FundHDFC Hybrid Debt Fund
Point 1Highest AUM (₹35,968 Cr).Lower mid AUM (₹5,935 Cr).Upper mid AUM (₹7,015 Cr).Bottom quartile AUM (₹5,674 Cr).Bottom quartile AUM (₹3,388 Cr).
Point 2Established history (15+ yrs).Established history (11+ yrs).Established history (11+ yrs).Established history (20+ yrs).Oldest track record among peers (21 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.
Point 51Y return: 7.85% (upper mid).1Y return: 7.79% (lower mid).1Y return: 7.92% (top quartile).5Y return: 11.71% (top quartile).5Y return: 10.73% (upper mid).
Point 61M return: -0.31% (bottom quartile).1M return: -0.16% (upper mid).1M return: 0.12% (top quartile).3Y return: 10.11% (top quartile).3Y return: 10.00% (upper mid).
Point 7Sharpe: 1.46 (upper mid).Sharpe: 1.31 (lower mid).Sharpe: 1.91 (top quartile).1Y return: 2.69% (bottom quartile).1Y return: 2.54% (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).1M return: -0.19% (lower mid).1M return: -1.35% (bottom quartile).
Point 9Yield to maturity (debt): 6.88% (lower mid).Yield to maturity (debt): 6.78% (bottom quartile).Yield to maturity (debt): 7.93% (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Modified duration: 4.20 yrs (bottom quartile).Modified duration: 3.52 yrs (lower mid).Modified duration: 2.49 yrs (top quartile).Sharpe: -0.58 (bottom quartile).Sharpe: -0.43 (bottom quartile).

HDFC Corporate Bond Fund

  • Highest AUM (₹35,968 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.85% (upper mid).
  • 1M return: -0.31% (bottom quartile).
  • Sharpe: 1.46 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.88% (lower mid).
  • Modified duration: 4.20 yrs (bottom quartile).

HDFC Banking and PSU Debt Fund

  • Lower mid AUM (₹5,935 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.79% (lower mid).
  • 1M return: -0.16% (upper mid).
  • Sharpe: 1.31 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.78% (bottom quartile).
  • Modified duration: 3.52 yrs (lower mid).

HDFC Credit Risk Debt Fund

  • Upper mid AUM (₹7,015 Cr).
  • Established history (11+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.92% (top quartile).
  • 1M return: 0.12% (top quartile).
  • Sharpe: 1.91 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.93% (top quartile).
  • Modified duration: 2.49 yrs (top quartile).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,674 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.71% (top quartile).
  • 3Y return: 10.11% (top quartile).
  • 1Y return: 2.69% (bottom quartile).
  • 1M return: -0.19% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.58 (bottom quartile).

HDFC Hybrid Debt Fund

  • Bottom quartile AUM (₹3,388 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.73% (upper mid).
  • 3Y return: 10.00% (upper mid).
  • 1Y return: 2.54% (bottom quartile).
  • 1M return: -1.35% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.43 (bottom quartile).

आईसीआईसीआई प्रूडेंशियल म्यूचुअल फंड

वर्ष 1993 में शुरू किया गया, आईसीआईसीआई म्यूचुअल फंड सबसे बड़े में से एक हैसंपत्ति प्रबंधन कंपनियां देश में। फंड हाउस कॉर्पोरेट और खुदरा निवेश दोनों के लिए समाधानों का एक व्यापक स्पेक्ट्रम प्रदान करता है। आईसीआईसीआई म्यूचुअल फंड कंपनी संतोषजनक उत्पाद समाधान और नवीन योजनाएं प्रदान करके एक मजबूत ग्राहक आधार बनाए हुए है। एएमसी द्वारा दी जाने वाली विभिन्न म्युचुअल फंड योजनाएं हैं जैसे इक्विटी, डेट, हाइब्रिड,ईएलएसएस, तरल, आदि। यहां आईसीआईसीआई एमएफ की कुछ शीर्ष प्रदर्शन करने वाली योजनाएं दी गई हैं जिन्हें आप पसंद कर सकते हैंनिवेश में।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Long Term Plan Growth ₹37.0259
↓ -0.07 		₹15,051 100 -0.13.87.57.66.78.2
ICICI Prudential Banking and Financial Services Fund Growth ₹129.98
↓ -0.36 		₹9,930 100 -2.112.36.515.418.911.6
ICICI Prudential MIP 25 Growth ₹76.0022
↓ -0.10 		₹3,237 100 1.16.76.410.19.811.4
ICICI Prudential Nifty Next 50 Index Fund Growth ₹57.8341
↓ -0.17 		₹7,692 100 -1.715.5-12.315.318.527.2
ICICI Prudential Corporate Bond Fund Growth ₹30.1121
↓ -0.03 		₹33,574 100 0.94.48.27.86.68
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Long Term PlanICICI Prudential Banking and Financial Services FundICICI Prudential MIP 25ICICI Prudential Nifty Next 50 Index FundICICI Prudential Corporate Bond Fund
Point 1Upper mid AUM (₹15,051 Cr).Lower mid AUM (₹9,930 Cr).Bottom quartile AUM (₹3,237 Cr).Bottom quartile AUM (₹7,692 Cr).Highest AUM (₹33,574 Cr).
Point 2Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (21 yrs).Established history (15+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 51Y return: 7.49% (upper mid).5Y return: 18.94% (top quartile).5Y return: 9.85% (lower mid).5Y return: 18.50% (upper mid).1Y return: 8.16% (top quartile).
Point 61M return: -0.66% (lower mid).3Y return: 15.42% (top quartile).3Y return: 10.06% (lower mid).3Y return: 15.30% (upper mid).1M return: 0.02% (top quartile).
Point 7Sharpe: 1.53 (upper mid).1Y return: 6.54% (lower mid).1Y return: 6.36% (bottom quartile).1Y return: -12.26% (bottom quartile).Sharpe: 2.12 (top quartile).
Point 8Information ratio: 0.00 (upper mid).Alpha: -3.35 (bottom quartile).1M return: -0.01% (upper mid).1M return: -2.21% (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 7.32% (top quartile).Sharpe: 0.37 (lower mid).Alpha: 0.00 (upper mid).Alpha: -1.04 (bottom quartile).Yield to maturity (debt): 6.78% (lower mid).
Point 10Modified duration: 3.68 yrs (bottom quartile).Information ratio: 0.18 (top quartile).Sharpe: 0.25 (bottom quartile).Sharpe: -0.74 (bottom quartile).Modified duration: 2.49 yrs (bottom quartile).

ICICI Prudential Long Term Plan

  • Upper mid AUM (₹15,051 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.49% (upper mid).
  • 1M return: -0.66% (lower mid).
  • Sharpe: 1.53 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.32% (top quartile).
  • Modified duration: 3.68 yrs (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Lower mid AUM (₹9,930 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.94% (top quartile).
  • 3Y return: 15.42% (top quartile).
  • 1Y return: 6.54% (lower mid).
  • Alpha: -3.35 (bottom quartile).
  • Sharpe: 0.37 (lower mid).
  • Information ratio: 0.18 (top quartile).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,237 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.85% (lower mid).
  • 3Y return: 10.06% (lower mid).
  • 1Y return: 6.36% (bottom quartile).
  • 1M return: -0.01% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.25 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Bottom quartile AUM (₹7,692 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.50% (upper mid).
  • 3Y return: 15.30% (upper mid).
  • 1Y return: -12.26% (bottom quartile).
  • 1M return: -2.21% (bottom quartile).
  • Alpha: -1.04 (bottom quartile).
  • Sharpe: -0.74 (bottom quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹33,574 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.16% (top quartile).
  • 1M return: 0.02% (top quartile).
  • Sharpe: 2.12 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.78% (lower mid).
  • Modified duration: 2.49 yrs (bottom quartile).

रिलायंस म्यूचुअल फंड

वर्ष 1995 में अपनी शुरुआत के बाद से, रिलायंस म्यूचुअल फंड देश में सबसे तेजी से बढ़ने वाली म्यूचुअल फंड कंपनी में से एक रही है। फंड हाउस का लगातार रिटर्न का प्रभावशाली ट्रैक रिकॉर्ड रहा है। रिलायंस म्यूचुअल फंड विभिन्न प्रकार की योजनाएं प्रदान करता है जो निवेशकों की विविध आवश्यकताओं को पूरा कर सकती हैं। निवेशक अपने निवेश उद्देश्यों के अनुसार फंड चुन सकते हैं और अपने अनुसार निवेश कर सकते हैंजोखिम उठाने का माद्दा.

No Funds available.

आदित्य बिड़ला सन लाइफ म्यूचुअल फंड

बिड़ला सन लाइफ म्यूचुअल फंड ऐसे समाधान पेश करता है जो निवेशकों को उनकी वित्तीय सफलता हासिल करने में मदद कर सकते हैं। फंड हाउस कर बचत, व्यक्तिगत बचत, धन सृजन आदि जैसे विभिन्न निवेश उद्देश्यों में माहिर हैं। वे इक्विटी, डेट, हाइब्रिड, ईएलएसएस जैसी म्यूचुअल फंड योजनाओं का एक बंडल प्रदान करते हैं।लिक्विड फंड, आदि। एएमसी हमेशा अपने लगातार प्रदर्शन के लिए जाना जाता है। इसलिए, निवेशक इष्टतम रिटर्न अर्जित करने के लिए अपने पोर्टफोलियो में बीएसएल म्यूचुअल फंड की योजनाओं को जोड़ना पसंद कर सकते हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Savings Fund Growth ₹554.641
↑ 0.03 		₹20,795 1,000 1.747.97.46.17.9
Aditya Birla Sun Life Money Manager Fund Growth ₹374.625
↑ 0.04 		₹29,515 1,000 1.74.17.97.56.17.8
Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.433
↓ -0.16 		₹28,598 100 03.97.77.66.58.5
Aditya Birla Sun Life Regular Savings Fund Growth ₹66.8631
↓ -0.08 		₹1,524 500 0.76.36.7910.810.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹58.25
↓ -0.21 		₹3,497 1,000 -2.912.23.31518.78.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Savings FundAditya Birla Sun Life Money Manager FundAditya Birla Sun Life Corporate Bond FundAditya Birla Sun Life Regular Savings FundAditya Birla Sun Life Banking And Financial Services Fund
Point 1Lower mid AUM (₹20,795 Cr).Highest AUM (₹29,515 Cr).Upper mid AUM (₹28,598 Cr).Bottom quartile AUM (₹1,524 Cr).Bottom quartile AUM (₹3,497 Cr).
Point 2Established history (22+ yrs).Established history (19+ yrs).Oldest track record among peers (28 yrs).Established history (21+ yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Moderately High.Risk profile: High.
Point 51Y return: 7.94% (top quartile).1Y return: 7.89% (upper mid).1Y return: 7.73% (lower mid).5Y return: 10.79% (upper mid).5Y return: 18.69% (top quartile).
Point 61M return: 0.45% (upper mid).1M return: 0.47% (top quartile).1M return: -0.39% (lower mid).3Y return: 8.95% (upper mid).3Y return: 14.98% (top quartile).
Point 7Sharpe: 3.76 (top quartile).Sharpe: 3.35 (upper mid).Sharpe: 1.54 (lower mid).1Y return: 6.70% (bottom quartile).1Y return: 3.34% (bottom quartile).
Point 8Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).1M return: -0.45% (bottom quartile).Alpha: -8.11 (bottom quartile).
Point 9Yield to maturity (debt): 6.60% (lower mid).Yield to maturity (debt): 6.17% (bottom quartile).Yield to maturity (debt): 6.90% (upper mid).Alpha: 0.75 (top quartile).Sharpe: 0.09 (bottom quartile).
Point 10Modified duration: 0.49 yrs (lower mid).Modified duration: 0.47 yrs (upper mid).Modified duration: 4.53 yrs (bottom quartile).Sharpe: 0.38 (bottom quartile).Information ratio: 0.19 (top quartile).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹20,795 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.94% (top quartile).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 3.76 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.60% (lower mid).
  • Modified duration: 0.49 yrs (lower mid).

Aditya Birla Sun Life Money Manager Fund

  • Highest AUM (₹29,515 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.89% (upper mid).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.35 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.17% (bottom quartile).
  • Modified duration: 0.47 yrs (upper mid).

Aditya Birla Sun Life Corporate Bond Fund

  • Upper mid AUM (₹28,598 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.73% (lower mid).
  • 1M return: -0.39% (lower mid).
  • Sharpe: 1.54 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.90% (upper mid).
  • Modified duration: 4.53 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,524 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.79% (upper mid).
  • 3Y return: 8.95% (upper mid).
  • 1Y return: 6.70% (bottom quartile).
  • 1M return: -0.45% (bottom quartile).
  • Alpha: 0.75 (top quartile).
  • Sharpe: 0.38 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Bottom quartile AUM (₹3,497 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.69% (top quartile).
  • 3Y return: 14.98% (top quartile).
  • 1Y return: 3.34% (bottom quartile).
  • Alpha: -8.11 (bottom quartile).
  • Sharpe: 0.09 (bottom quartile).
  • Information ratio: 0.19 (top quartile).

डीएसपी ब्लैकरॉक म्यूचुअल फंड

डीएसपीबीआर दुनिया में सबसे बड़ा सूचीबद्ध एएमसी है। यह निवेशकों की विविध निवेश जरूरतों को पूरा करने के लिए विभिन्न प्रकार की म्यूचुअल फंड योजनाएं प्रदान करता है। निवेश उत्कृष्टता में इसका दो दशकों से अधिक का प्रदर्शन रिकॉर्ड है। यहां कुछ बेहतरीन प्रदर्शन करने वाली डीएसपीबीआर म्यूचुअल फंड योजनाएं दी गई हैं, जिन पर आप निवेश करते समय विचार कर सकते हैं।

No Funds available.

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड भारतीय म्यूचुअल फंड उद्योग में दो दशकों से अधिक समय से मौजूद है। इन वर्षों में, कंपनी ने निवेशकों के बीच अत्यधिक विश्वास अर्जित किया है। फ्रैंकलिन टेम्पलटन विभिन्न कारकों पर ध्यान केंद्रित करता है जैसे कि दीर्घकालिक विकास, अल्पकालिकमंडी उतार-चढ़ाव,नकदी प्रवाह, राजस्व, आदि। निवेशक अपनी निवेश आवश्यकताओं के अनुसार इक्विटी, डेट, हाइब्रिड, ईएलएसएस, लिक्विड फंड आदि जैसे कई विकल्पों में से चुन सकते हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin Build India Fund Growth ₹137.689
↓ -0.46 		₹2,950 500 -0.716.8-5.227.130.427.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹79.4623
↑ 0.63 		₹4,223 500 11.38.417.720.311.227.1
Franklin India Smaller Companies Fund Growth ₹165.63
↓ -0.12 		₹13,825 500 -3.115.6-10.222.62823.2
Franklin India Savings Fund Growth ₹50.7896
↑ 0.00 		₹4,080 500 1.64.17.97.45.97.7
Franklin India Banking And PSU Debt Fund Growth ₹22.6405
↑ 0.01 		₹539 500 0.74.37.97.167.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryFranklin Build India FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Smaller Companies FundFranklin India Savings FundFranklin India Banking And PSU Debt Fund
Point 1Bottom quartile AUM (₹2,950 Cr).Upper mid AUM (₹4,223 Cr).Highest AUM (₹13,825 Cr).Lower mid AUM (₹4,080 Cr).Bottom quartile AUM (₹539 Cr).
Point 2Established history (15+ yrs).Established history (13+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Moderate.
Point 55Y return: 30.36% (top quartile).5Y return: 11.21% (lower mid).5Y return: 28.04% (upper mid).1Y return: 7.94% (upper mid).1Y return: 7.86% (lower mid).
Point 63Y return: 27.14% (top quartile).3Y return: 20.26% (lower mid).3Y return: 22.63% (upper mid).1M return: 0.45% (upper mid).1M return: 0.00% (lower mid).
Point 71Y return: -5.24% (bottom quartile).1Y return: 17.67% (top quartile).1Y return: -10.16% (bottom quartile).Sharpe: 3.04 (top quartile).Sharpe: 1.70 (upper mid).
Point 8Alpha: 0.00 (top quartile).Alpha: -7.41 (bottom quartile).Alpha: -5.51 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).
Point 9Sharpe: -0.51 (bottom quartile).Sharpe: 0.67 (lower mid).Sharpe: -0.59 (bottom quartile).Yield to maturity (debt): 6.08% (upper mid).Yield to maturity (debt): 6.77% (top quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -1.67 (bottom quartile).Information ratio: -0.06 (bottom quartile).Modified duration: 0.49 yrs (bottom quartile).Modified duration: 2.53 yrs (bottom quartile).

Franklin Build India Fund

  • Bottom quartile AUM (₹2,950 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 30.36% (top quartile).
  • 3Y return: 27.14% (top quartile).
  • 1Y return: -5.24% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Upper mid AUM (₹4,223 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.21% (lower mid).
  • 3Y return: 20.26% (lower mid).
  • 1Y return: 17.67% (top quartile).
  • Alpha: -7.41 (bottom quartile).
  • Sharpe: 0.67 (lower mid).
  • Information ratio: -1.67 (bottom quartile).

Franklin India Smaller Companies Fund

  • Highest AUM (₹13,825 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.04% (upper mid).
  • 3Y return: 22.63% (upper mid).
  • 1Y return: -10.16% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).

Franklin India Savings Fund

  • Lower mid AUM (₹4,080 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.94% (upper mid).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 3.04 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.08% (upper mid).
  • Modified duration: 0.49 yrs (bottom quartile).

Franklin India Banking And PSU Debt Fund

  • Bottom quartile AUM (₹539 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.86% (lower mid).
  • 1M return: 0.00% (lower mid).
  • Sharpe: 1.70 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.77% (top quartile).
  • Modified duration: 2.53 yrs (bottom quartile).

म्यूचुअल फंड बॉक्स

वर्ष 1998 में अपनी शुरुआत के बाद से, कोटक म्यूचुअल फंड भारत में प्रसिद्ध एएमसी में से एक बन गया है। कंपनी निवेशकों की विविध आवश्यकताओं को पूरा करने के लिए विभिन्न प्रकार की म्यूचुअल फंड योजनाएं प्रदान करती है। म्यूचुअल फंड की कुछ श्रेणियों में इक्विटी, डेट, हाइब्रिड, लिक्विड, ईएलएसएस आदि शामिल हैं। निवेशक अपने निवेश की योजना बना सकते हैं और कोटक म्यूचुअल फंड द्वारा इन शीर्ष प्रदर्शन वाली योजनाओं का उल्लेख कर सकते हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Standard Multicap Fund Growth ₹82.518
↓ -0.19 		₹53,293 500 -1.315.3-0.216.218.216.5
Kotak Equity Opportunities Fund Growth ₹332.194
↓ -0.87 		₹28,084 1,000 -0.215.2-2.718.321.224.2
Kotak Corporate Bond Fund Standard Growth ₹3,805.42
↓ -2.77 		₹17,811 1,000 0.54.48.27.56.28.3
Kotak Money Market Scheme Growth ₹4,546.11
↑ 0.44 		₹35,215 1,000 1.64.17.97.56.17.7
Kotak Banking and PSU Debt fund Growth ₹65.8476
↓ -0.05 		₹5,983 1,000 0.34.37.87.36.28
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Standard Multicap FundKotak Equity Opportunities FundKotak Corporate Bond Fund Standard Kotak Money Market SchemeKotak Banking and PSU Debt fund
Point 1Highest AUM (₹53,293 Cr).Lower mid AUM (₹28,084 Cr).Bottom quartile AUM (₹17,811 Cr).Upper mid AUM (₹35,215 Cr).Bottom quartile AUM (₹5,983 Cr).
Point 2Established history (15+ yrs).Established history (20+ yrs).Established history (17+ yrs).Established history (22+ yrs).Oldest track record among peers (26 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderately Low.
Point 55Y return: 18.25% (upper mid).5Y return: 21.20% (top quartile).1Y return: 8.22% (top quartile).1Y return: 7.86% (upper mid).1Y return: 7.81% (lower mid).
Point 63Y return: 16.19% (upper mid).3Y return: 18.29% (top quartile).1M return: -0.12% (upper mid).1M return: 0.45% (top quartile).1M return: -0.18% (lower mid).
Point 71Y return: -0.16% (bottom quartile).1Y return: -2.71% (bottom quartile).Sharpe: 1.80 (upper mid).Sharpe: 3.07 (top quartile).Sharpe: 1.39 (lower mid).
Point 8Alpha: 2.01 (top quartile).Alpha: -0.14 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: -0.31 (bottom quartile).Sharpe: -0.40 (bottom quartile).Yield to maturity (debt): 6.83% (top quartile).Yield to maturity (debt): 6.14% (lower mid).Yield to maturity (debt): 6.82% (upper mid).
Point 10Information ratio: 0.24 (top quartile).Information ratio: 0.06 (upper mid).Modified duration: 3.26 yrs (bottom quartile).Modified duration: 0.53 yrs (lower mid).Modified duration: 3.43 yrs (bottom quartile).

Kotak Standard Multicap Fund

  • Highest AUM (₹53,293 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.25% (upper mid).
  • 3Y return: 16.19% (upper mid).
  • 1Y return: -0.16% (bottom quartile).
  • Alpha: 2.01 (top quartile).
  • Sharpe: -0.31 (bottom quartile).
  • Information ratio: 0.24 (top quartile).

Kotak Equity Opportunities Fund

  • Lower mid AUM (₹28,084 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.20% (top quartile).
  • 3Y return: 18.29% (top quartile).
  • 1Y return: -2.71% (bottom quartile).
  • Alpha: -0.14 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: 0.06 (upper mid).

Kotak Corporate Bond Fund Standard

  • Bottom quartile AUM (₹17,811 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.22% (top quartile).
  • 1M return: -0.12% (upper mid).
  • Sharpe: 1.80 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.83% (top quartile).
  • Modified duration: 3.26 yrs (bottom quartile).

Kotak Money Market Scheme

  • Upper mid AUM (₹35,215 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.86% (upper mid).
  • 1M return: 0.45% (top quartile).
  • Sharpe: 3.07 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.14% (lower mid).
  • Modified duration: 0.53 yrs (lower mid).

Kotak Banking and PSU Debt fund

  • Bottom quartile AUM (₹5,983 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.81% (lower mid).
  • 1M return: -0.18% (lower mid).
  • Sharpe: 1.39 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.82% (upper mid).
  • Modified duration: 3.43 yrs (bottom quartile).

आईडीएफसी म्यूचुअल फंड

आईडीएफसी म्यूचुअल फंड वर्ष 1997 में अस्तित्व में आया। इसकी शुरुआत के बाद से, फर्म ने भारतीय निवेशकों के बीच लोकप्रियता हासिल की है। निवेशकों की विविध निवेश जरूरतों को पूरा करने के लिए, कंपनी विभिन्न प्रकार की म्यूचुअल फंड योजनाएं प्रदान करती है। निवेशक इसमें निवेश कर सकते हैंइक्विटी फ़ंड,डेट फंड,हाइब्रिड फंड, लिक्विड फंड, आदि, उनके निवेश उद्देश्य और जोखिम उठाने की क्षमता के अनुसार। आईडीएफसी म्यूचुअल फंड द्वारा दी जाने वाली कुछ बेहतरीन योजनाएं निम्नलिखित हैं।

No Funds available.

टाटा म्यूचुअल फंड

टाटा म्यूचुअल फंड भारत में दो दशकों से अधिक समय से काम कर रहा है। टाटा म्यूचुअल फंड भारत के प्रतिष्ठित फंड हाउसों में से एक है। फंड हाउस अपने निरंतर प्रदर्शन के साथ शीर्ष सेवा के साथ लाखों ग्राहकों का विश्वास जीतने में सक्षम रहा है। टाटा म्यूचुअल फंड इक्विटी, डेट, हाइब्रिड, लिक्विड और ईएलएसएस जैसी विभिन्न श्रेणियां प्रदान करता है, निवेशक अपनी निवेश आवश्यकताओं और उद्देश्यों के अनुसार निवेश कर सकते हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata Retirement Savings Fund-Moderate Growth ₹62.8148
↓ -0.22 		₹2,150 150 -1.111.7-2.113.914.519.5
Tata Retirement Savings Fund - Progressive Growth ₹63.446
↓ -0.24 		₹2,085 150 -1.713.1-4.714.815.421.7
Tata India Tax Savings Fund Growth ₹42.8712
↓ -0.14 		₹4,595 500 -1.811.9-514.818.519.5
Tata Equity PE Fund Growth ₹333.563
↓ -0.73 		₹8,608 150 -210.6-10.518.120.121.7
Tata Treasury Advantage Fund Growth ₹3,972.39
↓ -0.36 		₹3,285 500 1.43.97.675.87.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Retirement Savings Fund-ModerateTata Retirement Savings Fund - ProgressiveTata India Tax Savings FundTata Equity PE FundTata Treasury Advantage Fund
Point 1Bottom quartile AUM (₹2,150 Cr).Bottom quartile AUM (₹2,085 Cr).Upper mid AUM (₹4,595 Cr).Highest AUM (₹8,608 Cr).Lower mid AUM (₹3,285 Cr).
Point 2Established history (13+ yrs).Established history (13+ yrs).Established history (10+ yrs).Oldest track record among peers (21 yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 14.48% (bottom quartile).5Y return: 15.41% (lower mid).5Y return: 18.52% (upper mid).5Y return: 20.07% (top quartile).1Y return: 7.60% (top quartile).
Point 63Y return: 13.90% (bottom quartile).3Y return: 14.81% (upper mid).3Y return: 14.78% (lower mid).3Y return: 18.14% (top quartile).1M return: 0.33% (top quartile).
Point 71Y return: -2.09% (upper mid).1Y return: -4.68% (lower mid).1Y return: -5.05% (bottom quartile).1Y return: -10.54% (bottom quartile).Sharpe: 2.55 (top quartile).
Point 81M return: -2.02% (upper mid).1M return: -2.39% (lower mid).Alpha: 0.24 (top quartile).Alpha: -5.15 (bottom quartile).Information ratio: 0.00 (lower mid).
Point 9Alpha: 0.00 (lower mid).Alpha: 0.22 (upper mid).Sharpe: -0.42 (bottom quartile).Sharpe: -0.76 (bottom quartile).Yield to maturity (debt): 6.30% (top quartile).
Point 10Sharpe: -0.37 (upper mid).Sharpe: -0.41 (lower mid).Information ratio: -0.22 (bottom quartile).Information ratio: 1.12 (top quartile).Modified duration: 0.83 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

  • Bottom quartile AUM (₹2,150 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.48% (bottom quartile).
  • 3Y return: 13.90% (bottom quartile).
  • 1Y return: -2.09% (upper mid).
  • 1M return: -2.02% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.37 (upper mid).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,085 Cr).
  • Established history (13+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.41% (lower mid).
  • 3Y return: 14.81% (upper mid).
  • 1Y return: -4.68% (lower mid).
  • 1M return: -2.39% (lower mid).
  • Alpha: 0.22 (upper mid).
  • Sharpe: -0.41 (lower mid).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,595 Cr).
  • Established history (10+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.52% (upper mid).
  • 3Y return: 14.78% (lower mid).
  • 1Y return: -5.05% (bottom quartile).
  • Alpha: 0.24 (top quartile).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: -0.22 (bottom quartile).

Tata Equity PE Fund

  • Highest AUM (₹8,608 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.07% (top quartile).
  • 3Y return: 18.14% (top quartile).
  • 1Y return: -10.54% (bottom quartile).
  • Alpha: -5.15 (bottom quartile).
  • Sharpe: -0.76 (bottom quartile).
  • Information ratio: 1.12 (top quartile).

Tata Treasury Advantage Fund

  • Lower mid AUM (₹3,285 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.60% (top quartile).
  • 1M return: 0.33% (top quartile).
  • Sharpe: 2.55 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.30% (top quartile).
  • Modified duration: 0.83 yrs (bottom quartile).

इनवेस्को म्यूचुअल फंड

इनवेस्को म्यूचुअल फंड की स्थापना वर्ष 2006 में हुई थी और तब से यह निवेशकों को लाभदायक रिटर्न दे रहा है। फंड हाउस द्वारा दी जाने वाली विभिन्न योजनाओं में निवेश करके निवेशक अपने विभिन्न निवेश लक्ष्यों को प्राप्त कर सकते हैं। इनवेस्को म्यूचुअल फंड का उद्देश्य में उत्कृष्ट विकास प्रदान करना हैराजधानी निवेशकों द्वारा निवेश किया गया।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Growth Opportunities Fund Growth ₹98.98
↓ -0.83 		₹8,007 100 422.36.224.52337.5
Invesco India Liquid Fund Growth ₹3,622.32
↑ 0.57 		₹14,240 500 1.53.3775.67.4
Invesco India Financial Services Fund Growth ₹131.83
↓ -0.68 		₹1,433 100 -1.515.24.519.92019.8
Invesco India Contra Fund Growth ₹132.34
↓ -0.63 		₹19,288 500 0.114.3-2.819.62130.1
Invesco India Treasury Advantage Fund Growth ₹3,826.71
↓ -0.11 		₹2,003 100 1.547.77.15.77.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Growth Opportunities FundInvesco India Liquid FundInvesco India Financial Services FundInvesco India Contra FundInvesco India Treasury Advantage Fund
Point 1Lower mid AUM (₹8,007 Cr).Upper mid AUM (₹14,240 Cr).Bottom quartile AUM (₹1,433 Cr).Highest AUM (₹19,288 Cr).Bottom quartile AUM (₹2,003 Cr).
Point 2Oldest track record among peers (18 yrs).Established history (18+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Low.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 23.04% (top quartile).1Y return: 6.95% (upper mid).5Y return: 20.03% (lower mid).5Y return: 20.98% (upper mid).1Y return: 7.69% (top quartile).
Point 63Y return: 24.55% (top quartile).1M return: 0.47% (top quartile).3Y return: 19.86% (upper mid).3Y return: 19.59% (lower mid).1M return: 0.40% (upper mid).
Point 71Y return: 6.20% (lower mid).Sharpe: 3.63 (top quartile).1Y return: 4.47% (bottom quartile).1Y return: -2.79% (bottom quartile).Sharpe: 2.62 (upper mid).
Point 8Alpha: 12.86 (top quartile).Information ratio: 0.00 (bottom quartile).Alpha: -4.65 (bottom quartile).Alpha: 3.76 (upper mid).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: 0.28 (bottom quartile).Yield to maturity (debt): 5.78% (upper mid).Sharpe: 0.30 (lower mid).Sharpe: -0.22 (bottom quartile).Yield to maturity (debt): 6.38% (top quartile).
Point 10Information ratio: 1.21 (upper mid).Modified duration: 0.11 yrs (bottom quartile).Information ratio: 0.81 (lower mid).Information ratio: 1.25 (top quartile).Modified duration: 0.85 yrs (bottom quartile).

Invesco India Growth Opportunities Fund

  • Lower mid AUM (₹8,007 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.04% (top quartile).
  • 3Y return: 24.55% (top quartile).
  • 1Y return: 6.20% (lower mid).
  • Alpha: 12.86 (top quartile).
  • Sharpe: 0.28 (bottom quartile).
  • Information ratio: 1.21 (upper mid).

Invesco India Liquid Fund

  • Upper mid AUM (₹14,240 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.95% (upper mid).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.63 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.78% (upper mid).
  • Modified duration: 0.11 yrs (bottom quartile).

Invesco India Financial Services Fund

  • Bottom quartile AUM (₹1,433 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.03% (lower mid).
  • 3Y return: 19.86% (upper mid).
  • 1Y return: 4.47% (bottom quartile).
  • Alpha: -4.65 (bottom quartile).
  • Sharpe: 0.30 (lower mid).
  • Information ratio: 0.81 (lower mid).

Invesco India Contra Fund

  • Highest AUM (₹19,288 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.98% (upper mid).
  • 3Y return: 19.59% (lower mid).
  • 1Y return: -2.79% (bottom quartile).
  • Alpha: 3.76 (upper mid).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: 1.25 (top quartile).

Invesco India Treasury Advantage Fund

  • Bottom quartile AUM (₹2,003 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.69% (top quartile).
  • 1M return: 0.40% (upper mid).
  • Sharpe: 2.62 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.38% (top quartile).
  • Modified duration: 0.85 yrs (bottom quartile).

प्रिंसिपल म्यूचुअल फंड

प्रिंसिपल म्यूचुअल फंड खुदरा और संस्थागत निवेशकों दोनों के लिए विविध प्रकार के नवीन वित्तीय समाधान प्रदान करता है। ग्राहक की विविध आवश्यकताओं को पूरा करने के लिए फंड हाउस लगातार नवीन योजनाओं को लाने का लक्ष्य रखता है। प्रिंसिपल म्यूचुअल फंड अपने निवेश निर्णयों का समर्थन करने के लिए एक सख्त जोखिम-प्रबंधन नीति और उपयुक्त शोध तकनीकों का उपयोग करता है।

No Funds available.

सुंदरम म्यूचुअल फंड

सुंदरम म्यूचुअल फंड भारत में प्रसिद्ध एएमसी में से एक है। एएमसी निवेशकों के वांछित लक्ष्यों को प्राप्त करने में मदद करता हैप्रस्ताव उन्हें विभिन्न म्यूचुअल फंड योजनाएं। निवेशक इक्विटी, डेट, हाइब्रिड, ईएलएसएस, लिक्विड फंड आदि जैसी कई योजनाओं में से एक फंड चुन सकते हैं। सुंदरम म्यूचुअल फंड द्वारा दी जाने वाली कुछ बेहतरीन प्रदर्शन करने वाली योजनाएं इस प्रकार हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Rural and Consumption Fund Growth ₹98.6348
↓ -0.15 		₹1,576 100 3.214.6-0.816.618.720.1
Sundaram Mid Cap Fund Growth ₹1,359.76
↓ -3.59 		₹12,596 100 0.919.3-0.922.825.232
Sundaram Diversified Equity Fund Growth ₹218.752
↓ -0.41 		₹1,489 250 113.6-0.913.21812
Sundaram Corporate Bond Fund Growth ₹40.4879
↓ -0.03 		₹798 250 0.54.58.17.268
Sundaram Large and Mid Cap Fund Growth ₹83.2429
↓ -0.41 		₹6,789 100 0.415-3.615.119.221.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySundaram Rural and Consumption FundSundaram Mid Cap FundSundaram Diversified Equity FundSundaram Corporate Bond FundSundaram Large and Mid Cap Fund
Point 1Lower mid AUM (₹1,576 Cr).Highest AUM (₹12,596 Cr).Bottom quartile AUM (₹1,489 Cr).Bottom quartile AUM (₹798 Cr).Upper mid AUM (₹6,789 Cr).
Point 2Established history (19+ yrs).Established history (23+ yrs).Oldest track record among peers (25 yrs).Established history (20+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Moderately High.
Point 55Y return: 18.66% (lower mid).5Y return: 25.20% (top quartile).5Y return: 18.00% (bottom quartile).1Y return: 8.05% (top quartile).5Y return: 19.19% (upper mid).
Point 63Y return: 16.63% (upper mid).3Y return: 22.85% (top quartile).3Y return: 13.24% (bottom quartile).1M return: -0.10% (upper mid).3Y return: 15.14% (lower mid).
Point 71Y return: -0.75% (upper mid).1Y return: -0.94% (bottom quartile).1Y return: -0.93% (lower mid).Sharpe: 1.55 (top quartile).1Y return: -3.58% (bottom quartile).
Point 8Alpha: -0.72 (bottom quartile).Alpha: 3.17 (top quartile).Alpha: 1.18 (upper mid).Information ratio: 0.00 (lower mid).Alpha: 0.25 (lower mid).
Point 9Sharpe: -0.27 (lower mid).Sharpe: -0.17 (upper mid).Sharpe: -0.35 (bottom quartile).Yield to maturity (debt): 6.65% (top quartile).Sharpe: -0.37 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.76 (bottom quartile).Modified duration: 3.10 yrs (bottom quartile).Information ratio: -0.86 (bottom quartile).

Sundaram Rural and Consumption Fund

  • Lower mid AUM (₹1,576 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.66% (lower mid).
  • 3Y return: 16.63% (upper mid).
  • 1Y return: -0.75% (upper mid).
  • Alpha: -0.72 (bottom quartile).
  • Sharpe: -0.27 (lower mid).
  • Information ratio: 0.00 (top quartile).

Sundaram Mid Cap Fund

  • Highest AUM (₹12,596 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.20% (top quartile).
  • 3Y return: 22.85% (top quartile).
  • 1Y return: -0.94% (bottom quartile).
  • Alpha: 3.17 (top quartile).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (upper mid).

Sundaram Diversified Equity Fund

  • Bottom quartile AUM (₹1,489 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.00% (bottom quartile).
  • 3Y return: 13.24% (bottom quartile).
  • 1Y return: -0.93% (lower mid).
  • Alpha: 1.18 (upper mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: -0.76 (bottom quartile).

Sundaram Corporate Bond Fund

  • Bottom quartile AUM (₹798 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.05% (top quartile).
  • 1M return: -0.10% (upper mid).
  • Sharpe: 1.55 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.65% (top quartile).
  • Modified duration: 3.10 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

  • Upper mid AUM (₹6,789 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.19% (upper mid).
  • 3Y return: 15.14% (lower mid).
  • 1Y return: -3.58% (bottom quartile).
  • Alpha: 0.25 (lower mid).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: -0.86 (bottom quartile).

एलएंडटी म्यूचुअल फंड

एलएंडटी म्यूचुअल फंड निवेश और जोखिम प्रबंधन के लिए अनुशासित दृष्टिकोण का पालन करता है। कंपनी बेहतर दीर्घकालिक जोखिम-समायोजित प्रदर्शन देने पर जोर देती है। एएमसी को वर्ष 1997 में लॉन्च किया गया था और जब से इसने अपने निवेशकों के बीच एक बहुत बड़ा विश्वास हासिल किया है। निवेशक इक्विटी, डेट, हाइब्रिड फंड आदि जैसे कई विकल्पों में से योजनाओं का चयन कर सकते हैं। कुछ बेहतरीन प्रदर्शन करने वाली योजनाएं हैं:

No Funds available.

यूटीआई म्यूचुअल फंड

यूटीआई म्यूचुअल फंड का उद्देश्य निवेशकों के वांछित निवेश लक्ष्यों को पूरा करना है। यह निवेशकों को उनके भविष्य के लिए लंबी अवधि की संपत्ति बनाने में मदद करता है। फंड हाउस विभिन्न प्रकार की म्यूचुअल फंड योजनाएं जैसे इक्विटी, डेट, हाइब्रिड आदि प्रदान करता है, निवेशक अपनी आवश्यकताओं के अनुसार योजनाओं का चयन और निवेश कर सकते हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Banking & PSU Debt Fund Growth ₹22.1725
↓ -0.01 		₹810 500 1.14.68.27.17.17.6
UTI Short Term Income Fund Growth ₹32.0124
↓ -0.03 		₹3,296 500 0.84.387.37.17.9
UTI Treasury Advantage Fund Growth ₹3,589.29
↓ -0.38 		₹3,211 500 1.64.287.47.17.7
UTI Money Market Fund Growth ₹3,122.42
↑ 0.30 		₹20,554 500 1.74.187.66.17.7
UTI Ultra Short Term Fund Growth ₹4,281.77
↑ 0.31 		₹4,337 500 1.53.67.16.86.17.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryUTI Banking & PSU Debt FundUTI Short Term Income FundUTI Treasury Advantage FundUTI Money Market FundUTI Ultra Short Term Fund
Point 1Bottom quartile AUM (₹810 Cr).Lower mid AUM (₹3,296 Cr).Bottom quartile AUM (₹3,211 Cr).Highest AUM (₹20,554 Cr).Upper mid AUM (₹4,337 Cr).
Point 2Established history (11+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (16+ yrs).Oldest track record among peers (22 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderately Low.
Point 51Y return: 8.17% (top quartile).1Y return: 8.04% (upper mid).1Y return: 8.02% (lower mid).1Y return: 7.96% (bottom quartile).1Y return: 7.15% (bottom quartile).
Point 61M return: 0.22% (bottom quartile).1M return: 0.06% (bottom quartile).1M return: 0.41% (lower mid).1M return: 0.47% (top quartile).1M return: 0.43% (upper mid).
Point 7Sharpe: 1.86 (bottom quartile).Sharpe: 1.77 (bottom quartile).Sharpe: 2.95 (upper mid).Sharpe: 3.26 (top quartile).Sharpe: 2.14 (lower mid).
Point 8Information 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 9Yield to maturity (debt): 6.47% (lower mid).Yield to maturity (debt): 6.75% (top quartile).Yield to maturity (debt): 6.55% (upper mid).Yield to maturity (debt): 6.16% (bottom quartile).Yield to maturity (debt): 6.42% (bottom quartile).
Point 10Modified duration: 1.78 yrs (bottom quartile).Modified duration: 2.58 yrs (bottom quartile).Modified duration: 0.87 yrs (lower mid).Modified duration: 0.56 yrs (upper mid).Modified duration: 0.47 yrs (top quartile).

UTI Banking & PSU Debt Fund

  • Bottom quartile AUM (₹810 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 8.17% (top quartile).
  • 1M return: 0.22% (bottom quartile).
  • Sharpe: 1.86 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.47% (lower mid).
  • Modified duration: 1.78 yrs (bottom quartile).

UTI Short Term Income Fund

  • Lower mid AUM (₹3,296 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.04% (upper mid).
  • 1M return: 0.06% (bottom quartile).
  • Sharpe: 1.77 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.75% (top quartile).
  • Modified duration: 2.58 yrs (bottom quartile).

UTI Treasury Advantage Fund

  • Bottom quartile AUM (₹3,211 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.02% (lower mid).
  • 1M return: 0.41% (lower mid).
  • Sharpe: 2.95 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.55% (upper mid).
  • Modified duration: 0.87 yrs (lower mid).

UTI Money Market Fund

  • Highest AUM (₹20,554 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.96% (bottom quartile).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.26 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.16% (bottom quartile).
  • Modified duration: 0.56 yrs (upper mid).

UTI Ultra Short Term Fund

  • Upper mid AUM (₹4,337 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.15% (bottom quartile).
  • 1M return: 0.43% (upper mid).
  • Sharpe: 2.14 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.42% (bottom quartile).
  • Modified duration: 0.47 yrs (top quartile).

Disclaimer:
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।

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 3.6, based on 7 reviews.
POST A COMMENT

Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2025 Shepard Technologies Private Limited. All Rights Reserved