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2022 के लिए शीर्ष 10 म्युचुअल फंड

Updated on June 23, 2026 , 44824 views

2022 में निवेश करने के लिए सर्वश्रेष्ठ म्यूचुअल फंड की तलाश है? जबकिनिवेश मेंम्यूचुअल फंड्स, निवेशकों को अक्सर ऐसा फंड चुनने में कठिनाई होती है जो उन्हें लगातार रिटर्न दे।

सभी परेशानियों को हल करने के लिए, हम शीर्ष 10 म्यूचुअल फंड योजनाओं की सूची लेकर आए हैं, जिनमें आप निवेश करना पसंद कर सकते हैं। इन फंडों को एयूएम जैसे कुछ मापदंडों को पूरा करके शॉर्टलिस्ट किया गया है,नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि। आप इन योजनाओं में दो तरह से निवेश कर सकते हैं- या तोसिप मार्ग या एकमुश्त रास्ता।

निवेश के एकमुश्त मोड में, निवेशक योजना में एकमुश्त डाउन पेमेंट के रूप में काफी राशि का निवेश कर सकते हैं, जबकि एसआईपी मोड में, निवेशक नियमित अंतराल पर निवेश कर सकते हैं जो मासिक, त्रैमासिक और वार्षिक हो सकता है। एकमुश्त में न्यूनतम निवेश राशि हो सकती हैश्रेणी INR 1000-5000 से, जबकि SIP में आप केवल INR 500 से निवेश शुरू कर सकते हैं।

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आपको म्यूचुअल फंड में निवेश क्यों करना चाहिए?

  • आप ऐसा कर सकते हैंम्युचुअल फंड में निवेश जैसा की आपजोखिम उठाने का माद्दा. सभी प्रकार के जोखिम लेने वालों के लिए योजनाओं की एक श्रृंखला है। रूढ़िवादी निवेशकों से लेकर उच्च जोखिम वाले निवेशकों तक, हर कोई म्यूचुअल फंड योजनाओं में निवेश कर सकता है

  • म्युचुअल फंड आपको ढेर सारे कर लाभ प्रदान करते हैं

  • म्यूचुअल फंड आपको बेहतर रिटर्न दे सकते हैं औरनकदी प्रवाह किसी भी अन्य पारंपरिक निवेश विकल्प जैसे FD, आदि की तुलना में।

  • म्यूचुअल फंड में निवेश करके आप सही मात्रा में विविधीकरण प्राप्त कर सकते हैं। आप अपने पोर्टफोलियो में विभिन्न योजनाओं की संख्या रख सकते हैं

  • म्युचुअल फंड किफायती हैं। कोई भी व्यक्ति SIP के माध्यम से INR 500 जितनी कम राशि से अपना निवेश शुरू कर सकता है

  • आप जिस पैसे में निवेश करते हैं उसका प्रबंधन किसी विशेषज्ञ की टीम द्वारा किया जाता है। उनके पास वास्तविक समय तक पहुंच हैमंडी और वे सबसे अधिक लागत प्रभावी पैमाने पर ट्रेडों को निष्पादित करने में सक्षम हैं

  • आपके म्युचुअल फंड निवेश सुरक्षित हाथों में हैं। प्रत्येक म्युचुअल फंड द्वारा नियंत्रित किया जाता हैसेबी (भारतीय प्रतिभूति और विनिमय बोर्ड), इसलिए आपके द्वारा निवेश किया गया सारा फंड पारदर्शी तरीके से चलता है और सुरक्षित है।

2022 में निवेश करने के लिए शीर्ष 10 म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP US Flexible Equity Fund Growth ₹92.5403
↓ -1.57
₹1,32318.42149.227.718.333.8
Franklin Asian Equity Fund Growth ₹45.9339
↑ 0.59
₹87023.230.448.621.77.323.7
DSP Natural Resources and New Energy Fund Growth ₹106.974
↓ -1.31
₹2,4573.98.921.221.916.117.5
Aditya Birla Sun Life Small Cap Fund Growth ₹94.2618
↓ -0.57
₹5,45318.610.98.817.413.8-3.7
PGIM India Credit Risk Fund Growth ₹15.5876
↑ 0.00
₹390.64.48.434.2
Axis Credit Risk Fund Growth ₹23.0978
↑ 0.03
₹3542.83.97.786.98.7
SBI Magnum Children's Benefit Plan Growth ₹117.143
↑ 0.13
₹1396.45.57.312113.2
IDBI Nifty Junior Index Fund Growth ₹53.678
↑ 0.10
₹10613.85.17.118.913.32
ICICI Prudential Nifty Next 50 Index Fund Growth ₹63.3676
↑ 0.12
₹9,24213.44.66.718.913.32.1
Invesco India Growth Opportunities Fund Growth ₹107.52
↑ 0.24
₹10,15317.86.26.624.117.64.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26

Research Highlights & Commentary of 10 Funds showcased

CommentaryDSP US Flexible Equity FundFranklin Asian Equity FundDSP Natural Resources and New Energy FundAditya Birla Sun Life Small Cap Fund PGIM India Credit Risk FundAxis Credit Risk FundSBI Magnum Children's Benefit PlanIDBI Nifty Junior Index FundICICI Prudential Nifty Next 50 Index FundInvesco India Growth Opportunities Fund
Point 1Upper mid AUM (₹1,323 Cr).Lower mid AUM (₹870 Cr).Upper mid AUM (₹2,457 Cr).Upper mid AUM (₹5,453 Cr).Bottom quartile AUM (₹39 Cr).Lower mid AUM (₹354 Cr).Bottom quartile AUM (₹139 Cr).Bottom quartile AUM (₹106 Cr).Top quartile AUM (₹9,242 Cr).Highest AUM (₹10,153 Cr).
Point 2Established history (13+ yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (19+ yrs).Established history (11+ yrs).Established history (11+ yrs).Oldest track record among peers (24 yrs).Established history (15+ yrs).Established history (16+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 5★ (top quartile).Rating: 5★ (upper mid).Rating: 5★ (upper mid).Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 18.27% (top quartile).5Y return: 7.28% (bottom quartile).5Y return: 16.11% (upper mid).5Y return: 13.82% (upper mid).1Y return: 8.43% (upper mid).1Y return: 7.74% (lower mid).5Y return: 11.03% (lower mid).5Y return: 13.32% (lower mid).5Y return: 13.33% (upper mid).5Y return: 17.65% (top quartile).
Point 63Y return: 27.69% (top quartile).3Y return: 21.73% (upper mid).3Y return: 21.85% (upper mid).3Y return: 17.41% (lower mid).1M return: 0.27% (bottom quartile).1M return: 1.82% (lower mid).3Y return: 12.03% (bottom quartile).3Y return: 18.87% (lower mid).3Y return: 18.92% (upper mid).3Y return: 24.11% (top quartile).
Point 71Y return: 49.21% (top quartile).1Y return: 48.64% (top quartile).1Y return: 21.18% (upper mid).1Y return: 8.83% (upper mid).Sharpe: 1.73 (top quartile).Sharpe: 0.68 (upper mid).1Y return: 7.27% (lower mid).1Y return: 7.07% (bottom quartile).1Y return: 6.74% (bottom quartile).1Y return: 6.65% (bottom quartile).
Point 8Alpha: -3.23 (bottom quartile).Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (lower mid).1M return: 3.34% (upper mid).1M return: 2.27% (upper mid).1M return: 1.83% (lower mid).Alpha: 2.71 (top quartile).
Point 9Sharpe: 2.57 (top quartile).Sharpe: 1.73 (upper mid).Sharpe: 1.33 (upper mid).Sharpe: 0.23 (lower mid).Yield to maturity (debt): 5.01% (upper mid).Yield to maturity (debt): 8.63% (top quartile).Alpha: 0.00 (lower mid).Alpha: -0.76 (bottom quartile).Alpha: -0.79 (bottom quartile).Sharpe: 0.07 (bottom quartile).
Point 10Information ratio: 0.13 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Modified duration: 0.54 yrs (bottom quartile).Modified duration: 2.16 yrs (bottom quartile).Sharpe: -0.32 (bottom quartile).Sharpe: 0.15 (lower mid).Sharpe: 0.15 (bottom quartile).Information ratio: 0.87 (top quartile).

DSP US Flexible Equity Fund

  • Upper mid AUM (₹1,323 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.27% (top quartile).
  • 3Y return: 27.69% (top quartile).
  • 1Y return: 49.21% (top quartile).
  • Alpha: -3.23 (bottom quartile).
  • Sharpe: 2.57 (top quartile).
  • Information ratio: 0.13 (top quartile).

Franklin Asian Equity Fund

  • Lower mid AUM (₹870 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 7.28% (bottom quartile).
  • 3Y return: 21.73% (upper mid).
  • 1Y return: 48.64% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.73 (upper mid).
  • Information ratio: 0.00 (upper mid).

DSP Natural Resources and New Energy Fund

  • Upper mid AUM (₹2,457 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 16.11% (upper mid).
  • 3Y return: 21.85% (upper mid).
  • 1Y return: 21.18% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.33 (upper mid).
  • Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Small Cap Fund

  • Upper mid AUM (₹5,453 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.82% (upper mid).
  • 3Y return: 17.41% (lower mid).
  • 1Y return: 8.83% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.23 (lower mid).
  • Information ratio: 0.00 (upper mid).

PGIM India Credit Risk Fund

  • Bottom quartile AUM (₹39 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.43% (upper mid).
  • 1M return: 0.27% (bottom quartile).
  • Sharpe: 1.73 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 5.01% (upper mid).
  • Modified duration: 0.54 yrs (bottom quartile).

Axis Credit Risk Fund

  • Lower mid AUM (₹354 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.74% (lower mid).
  • 1M return: 1.82% (lower mid).
  • Sharpe: 0.68 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.63% (top quartile).
  • Modified duration: 2.16 yrs (bottom quartile).

SBI Magnum Children's Benefit Plan

  • Bottom quartile AUM (₹139 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.03% (lower mid).
  • 3Y return: 12.03% (bottom quartile).
  • 1Y return: 7.27% (lower mid).
  • 1M return: 3.34% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.32 (bottom quartile).

IDBI Nifty Junior Index Fund

  • Bottom quartile AUM (₹106 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (lower mid).
  • 3Y return: 18.87% (lower mid).
  • 1Y return: 7.07% (bottom quartile).
  • 1M return: 2.27% (upper mid).
  • Alpha: -0.76 (bottom quartile).
  • Sharpe: 0.15 (lower mid).

ICICI Prudential Nifty Next 50 Index Fund

  • Top quartile AUM (₹9,242 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.33% (upper mid).
  • 3Y return: 18.92% (upper mid).
  • 1Y return: 6.74% (bottom quartile).
  • 1M return: 1.83% (lower mid).
  • Alpha: -0.79 (bottom quartile).
  • Sharpe: 0.15 (bottom quartile).

Invesco India Growth Opportunities Fund

  • Highest AUM (₹10,153 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.65% (top quartile).
  • 3Y return: 24.11% (top quartile).
  • 1Y return: 6.65% (bottom quartile).
  • Alpha: 2.71 (top quartile).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 0.87 (top quartile).

1. DSP US Flexible Equity Fund

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.

Research Highlights for DSP US Flexible Equity Fund

  • Upper mid AUM (₹1,323 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.27% (top quartile).
  • 3Y return: 27.69% (top quartile).
  • 1Y return: 49.21% (top quartile).
  • Alpha: -3.23 (bottom quartile).
  • Sharpe: 2.57 (top quartile).
  • Information ratio: 0.13 (top quartile).

Below is the key information for DSP US Flexible Equity Fund

DSP US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (24 Jun 26) ₹92.5403 ↓ -1.57   (-1.67 %)
Net Assets (Cr) ₹1,323 on 31 May 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.55
Sharpe Ratio 2.57
Information Ratio 0.13
Alpha Ratio -3.23
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Global

Growth of 10,000 investment over the years.

DateValue

DSP US Flexible Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for DSP US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month -2.4%
3 Month 18.4%
6 Month 21%
1 Year 49.2%
3 Year 27.7%
5 Year 18.3%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33.8%
2023 17.8%
2022 22%
2021 -5.9%
2020 24.2%
2019 22.6%
2018 27.5%
2017 -1.1%
2016 15.5%
2015 9.8%
Fund Manager information for DSP US Flexible Equity Fund
NameSinceTenure

Data below for DSP US Flexible Equity Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Research Highlights for Franklin Asian Equity Fund

  • Lower mid AUM (₹870 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 7.28% (bottom quartile).
  • 3Y return: 21.73% (upper mid).
  • 1Y return: 48.64% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.73 (upper mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (25 Jun 26) ₹45.9339 ↑ 0.59   (1.29 %)
Net Assets (Cr) ₹870 on 31 May 26
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.54
Sharpe Ratio 1.73
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)
Sub Cat. Global

Growth of 10,000 investment over the years.

DateValue

Franklin Asian Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Franklin Asian Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 3.5%
3 Month 23.2%
6 Month 30.4%
1 Year 48.6%
3 Year 21.7%
5 Year 7.3%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.7%
2023 14.4%
2022 0.7%
2021 -14.5%
2020 -5.9%
2019 25.8%
2018 28.2%
2017 -13.6%
2016 35.5%
2015 7.2%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure

Data below for Franklin Asian Equity Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. DSP Natural Resources and New Energy Fund

To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes.

Research Highlights for DSP Natural Resources and New Energy Fund

  • Upper mid AUM (₹2,457 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 16.11% (upper mid).
  • 3Y return: 21.85% (upper mid).
  • 1Y return: 21.18% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.33 (upper mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for DSP Natural Resources and New Energy Fund

DSP Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (24 Jun 26) ₹106.974 ↓ -1.31   (-1.21 %)
Net Assets (Cr) ₹2,457 on 31 May 26
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.99
Sharpe Ratio 1.33
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)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue

DSP Natural Resources and New Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for DSP Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month -4%
3 Month 3.9%
6 Month 8.9%
1 Year 21.2%
3 Year 21.9%
5 Year 16.1%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.5%
2023 13.9%
2022 31.2%
2021 9.8%
2020 42.8%
2019 11.5%
2018 4.4%
2017 -15.3%
2016 43.1%
2015 43.1%
Fund Manager information for DSP Natural Resources and New Energy Fund
NameSinceTenure

Data below for DSP Natural Resources and New Energy Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

  • Upper mid AUM (₹5,453 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.82% (upper mid).
  • 3Y return: 17.41% (lower mid).
  • 1Y return: 8.83% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.23 (lower mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (25 Jun 26) ₹94.2618 ↓ -0.57   (-0.60 %)
Net Assets (Cr) ₹5,453 on 31 May 26
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.23
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 2.9%
3 Month 18.6%
6 Month 10.9%
1 Year 8.8%
3 Year 17.4%
5 Year 13.8%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -3.7%
2023 21.5%
2022 39.4%
2021 -6.5%
2020 51.4%
2019 19.8%
2018 -11.5%
2017 -22.6%
2016 56.7%
2015 9.7%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. PGIM India Credit Risk Fund

(Erstwhile DHFL Pramerica Credit Opportunities Fund)

The investment objective of the Scheme is to generate income and capital appreciation by investing predominantly in corporate debt. There can be no assurance that the investment objective of the Scheme will be realized.

Research Highlights for PGIM India Credit Risk Fund

  • Bottom quartile AUM (₹39 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.43% (upper mid).
  • 1M return: 0.27% (bottom quartile).
  • Sharpe: 1.73 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 5.01% (upper mid).
  • Modified duration: 0.54 yrs (bottom quartile).
  • Average maturity: 0.59 yrs (bottom quartile).
  • Exit load: 0-1 Years (1%),1 Years and above(NIL).

Below is the key information for PGIM India Credit Risk Fund

PGIM India Credit Risk Fund
Growth
Launch Date 29 Sep 14
NAV (21 Jan 22) ₹15.5876 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹39 on 31 Dec 21
Category Debt - Credit Risk
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderate
Expense Ratio 1.85
Sharpe Ratio 1.73
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Yield to Maturity 5.01%
Effective Maturity 7 Months 2 Days
Modified Duration 6 Months 14 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue

PGIM India Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235
Invest Now

Returns for PGIM India Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 0.3%
3 Month 0.6%
6 Month 4.4%
1 Year 8.4%
3 Year 3%
5 Year 4.2%
10 Year
15 Year
Since launch 6.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for PGIM India Credit Risk Fund
NameSinceTenure

Data below for PGIM India Credit Risk Fund as on 31 Dec 21

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Axis Credit Risk Fund

(Erstwhile Axis Fixed Income Opportunities Fund)

To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns

Research Highlights for Axis Credit Risk Fund

  • Lower mid AUM (₹354 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.74% (lower mid).
  • 1M return: 1.82% (lower mid).
  • Sharpe: 0.68 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.63% (top quartile).
  • Modified duration: 2.16 yrs (bottom quartile).
  • Average maturity: 2.48 yrs (bottom quartile).
  • Exit load: 0-12 Months (1%),12 Months and above(NIL).

Below is the key information for Axis Credit Risk Fund

Axis Credit Risk Fund
Growth
Launch Date 15 Jul 14
NAV (25 Jun 26) ₹23.0978 ↑ 0.03   (0.12 %)
Net Assets (Cr) ₹354 on 31 May 26
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.57
Sharpe Ratio 0.68
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Yield to Maturity 8.63%
Effective Maturity 2 Years 5 Months 23 Days
Modified Duration 2 Years 1 Month 28 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue

Axis Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Axis Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 1.8%
3 Month 2.8%
6 Month 3.9%
1 Year 7.7%
3 Year 8%
5 Year 6.9%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.7%
2023 8%
2022 7%
2021 4%
2020 6%
2019 8.2%
2018 4.4%
2017 5.9%
2016 6.4%
2015 9.8%
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure

Data below for Axis Credit Risk Fund as on 31 May 26

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. SBI Magnum Children's Benefit Plan

To provide attractive returns to the Magnum holders / Unit holders by means of capital appreciation through an actively managed portfolio of debt, equity and money market instruments. Income generated through the receipt of coupon payments, the amortization of the discount on the debt instruments, receipt of dividends or purchase and sale of securities in the underlying portfolio, will be reinvested.

Research Highlights for SBI Magnum Children's Benefit Plan

  • Bottom quartile AUM (₹139 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.03% (lower mid).
  • 3Y return: 12.03% (bottom quartile).
  • 1Y return: 7.27% (lower mid).
  • 1M return: 3.34% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.32 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for SBI Magnum Children's Benefit Plan

SBI Magnum Children's Benefit Plan
Growth
Launch Date 21 Feb 02
NAV (25 Jun 26) ₹117.143 ↑ 0.13   (0.11 %)
Net Assets (Cr) ₹139 on 31 May 26
Category Solutions - Childrens Fund
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.21
Sharpe Ratio -0.32
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (3%),1-2 Years (2%),2-3 Years (1%),3 Years and above(NIL)
Sub Cat. Childrens Fund

Growth of 10,000 investment over the years.

DateValue

SBI Magnum Children's Benefit Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Purchase not allowed

Returns for SBI Magnum Children's Benefit Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 3.3%
3 Month 6.4%
6 Month 5.5%
1 Year 7.3%
3 Year 12%
5 Year 11%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.2%
2023 17.4%
2022 16.9%
2021 1.9%
2020 18.3%
2019 14.8%
2018 2.6%
2017 0.1%
2016 24.3%
2015 16.1%
Fund Manager information for SBI Magnum Children's Benefit Plan
NameSinceTenure

Data below for SBI Magnum Children's Benefit Plan as on 31 May 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. IDBI Nifty Junior Index Fund

The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the CNX Nifty Junior Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of CNX Nifty Junior Index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the CNX Nifty Junior Index (Total Returns Index) and the scheme.

Research Highlights for IDBI Nifty Junior Index Fund

  • Bottom quartile AUM (₹106 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.32% (lower mid).
  • 3Y return: 18.87% (lower mid).
  • 1Y return: 7.07% (bottom quartile).
  • 1M return: 2.27% (upper mid).
  • Alpha: -0.76 (bottom quartile).
  • Sharpe: 0.15 (lower mid).
  • Information ratio: -6.97 (bottom quartile).

Below is the key information for IDBI Nifty Junior Index Fund

IDBI Nifty Junior Index Fund
Growth
Launch Date 20 Sep 10
NAV (25 Jun 26) ₹53.678 ↑ 0.10   (0.19 %)
Net Assets (Cr) ₹106 on 31 May 26
Category Others - Index Fund
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0.86
Sharpe Ratio 0.15
Information Ratio -6.97
Alpha Ratio -0.76
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Sub Cat. Index Fund

Growth of 10,000 investment over the years.

DateValue

IDBI Nifty Junior Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for IDBI Nifty Junior Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 2.3%
3 Month 13.8%
6 Month 5.1%
1 Year 7.1%
3 Year 18.9%
5 Year 13.3%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 2%
2023 26.9%
2022 25.7%
2021 0.4%
2020 29.6%
2019 13.7%
2018 0.5%
2017 -9.3%
2016 43.6%
2015 6.9%
Fund Manager information for IDBI Nifty Junior Index Fund
NameSinceTenure

Data below for IDBI Nifty Junior Index Fund as on 31 May 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. ICICI Prudential Nifty Next 50 Index Fund

The fund's objective is to invest in companies whose securities are included in Nifty Junior Index and to endeavor to achieve the returns of the above index as closely as possible, though subject to tracking error. The fund intends to track only 90-95% of the Index i.e. it will always keep cash balance between 5-10% of the Net Asset to meet the redemption and other liquidity requirements. However, as and when the liquidity in the Index improves the fund intends to track up to 100% of the Index. The fund will not seek to outperform the CNX Nifty Junior. The objective is that the performance of the NAV of the fund should closely track the performance of the CNX Nifty Junior over the same period subject to tracking error.

Research Highlights for ICICI Prudential Nifty Next 50 Index Fund

  • Top quartile AUM (₹9,242 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.33% (upper mid).
  • 3Y return: 18.92% (upper mid).
  • 1Y return: 6.74% (bottom quartile).
  • 1M return: 1.83% (lower mid).
  • Alpha: -0.79 (bottom quartile).
  • Sharpe: 0.15 (bottom quartile).
  • Information ratio: -6.85 (bottom quartile).

Below is the key information for ICICI Prudential Nifty Next 50 Index Fund

ICICI Prudential Nifty Next 50 Index Fund
Growth
Launch Date 25 Jun 10
NAV (25 Jun 26) ₹63.3676 ↑ 0.12   (0.19 %)
Net Assets (Cr) ₹9,242 on 31 May 26
Category Others - Index Fund
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.15
Information Ratio -6.85
Alpha Ratio -0.79
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-7 Days (0.25%),7 Days and above(NIL)
Sub Cat. Index Fund

Growth of 10,000 investment over the years.

DateValue

ICICI Prudential Nifty Next 50 Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential Nifty Next 50 Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 1.8%
3 Month 13.4%
6 Month 4.6%
1 Year 6.7%
3 Year 18.9%
5 Year 13.3%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.1%
2023 27.2%
2022 26.3%
2021 0.1%
2020 29.5%
2019 14.3%
2018 0.6%
2017 -8.8%
2016 45.7%
2015 7.6%
Fund Manager information for ICICI Prudential Nifty Next 50 Index Fund
NameSinceTenure

Data below for ICICI Prudential Nifty Next 50 Index Fund as on 31 May 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

10. Invesco India Growth Opportunities Fund

(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.

Research Highlights for Invesco India Growth Opportunities Fund

  • Highest AUM (₹10,153 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.65% (top quartile).
  • 3Y return: 24.11% (top quartile).
  • 1Y return: 6.65% (bottom quartile).
  • Alpha: 2.71 (top quartile).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 0.87 (top quartile).

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (25 Jun 26) ₹107.52 ↑ 0.24   (0.22 %)
Net Assets (Cr) ₹10,153 on 31 May 26
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 0.07
Information Ratio 0.87
Alpha Ratio 2.71
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 26

DurationReturns
1 Month 6.3%
3 Month 17.8%
6 Month 6.2%
1 Year 6.6%
3 Year 24.1%
5 Year 17.6%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 4.7%
2023 37.5%
2022 31.6%
2021 -0.4%
2020 29.7%
2019 13.3%
2018 10.7%
2017 -0.2%
2016 39.6%
2015 3.3%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure

Data below for Invesco India Growth Opportunities Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

बेस्ट परफॉर्मिंग म्यूचुअल फंड कैसे चुनें?

अपने आप में एक अच्छा फंड खोजने का सबसे अच्छा तरीका इसके गुणात्मक और मात्रात्मक दोनों उपायों को देखना है-

फंड प्रदर्शन

निवेशकों को कुछ समय के लिए फंड के प्रदर्शन का निष्पक्ष मूल्यांकन करना चाहिए। ऐसा फंड चुनने का सुझाव दिया जाता है जो 4-5 वर्षों से लगातार अपने बेंचमार्क को मात दे।

एयूएम

एयूएम प्रबंधन के तहत संपत्ति है। हमेशा ऐसे फंड में जाना चाहिए जो न तो बहुत बड़ा हो और न ही बहुत छोटा हो। जबकि फंड के आकार के बीच कोई सटीक परिभाषा और संबंध नहीं है, यह कहा जाता है कि बहुत छोटा और बहुत बड़ा, दोनों ही फंड के प्रदर्शन में बाधा डाल सकते हैं।

फ़ंड प्रबंधक

एक फंड मैनेजर के लिए जाने की सलाह दी जाती है जो अपने करियर में लगातार रहा हो। चूंकि, फंड के पोर्टफोलियो के लिए निवेश निर्णय लेने के लिए एक फंड मैनेजर जिम्मेदार होता है, इसलिए एक अनुभवी फंड मैनेजर द्वारा प्रबंधित फंड पर विचार करना महत्वपूर्ण हो जाता है।

फंड हाउस प्रतिष्ठा

फंड हाउस की गुणवत्ता और प्रतिष्ठा को हमेशा देखना महत्वपूर्ण है। एक मजबूत-संगत ट्रैक रिकॉर्ड वाला फंड हाउस, फंड शुरू करना/अच्छा प्रदर्शन करने वाले फंड आदि, निवेश करने वाला एक फंड हाउस है।

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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।
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Excellent , posted on 13 Jul 23 4:42 PM

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