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जोखिम की भूख के अनुसार शीर्ष रैंक वाले म्युचुअल फंड

Updated on September 24, 2026 , 7634 views

जबकिनिवेश, निवेशक हमेशा शीर्ष रैंक की तलाश करते हैंम्यूचुअल फंड्स एक संतुलित पोर्टफोलियो बनाने और बेहतर रिटर्न अर्जित करने के लिए। पोर्टफोलियो में शीर्ष प्रदर्शन करने वाले फंडों को चुनना और जोड़ना एक आवश्यक प्रक्रिया हैम्यूचुअल फंड में निवेश. यह एक विशिष्ट निवेश उद्देश्य को पूरा करने का एक रणनीतिक तरीका भी है। निवेशकों के लिए निवेश की प्रक्रिया को आसान और सरल बनाने के लिए, हमने अलग-अलग निवेशकों के लिए शीर्ष रैंक वाले म्यूचुअल फंड को शॉर्टलिस्ट किया हैजोखिम उठाने का माद्दा. जोखिम से बचने वाले निवेशक हों, कम जोखिम लेने वाले, मध्यम जोखिम लेने वाले से लेकर उच्च जोखिम लेने वाले, निवेशक निवेश में जोखिम को सहन करने की अपनी क्षमता के अनुसार निवेश कर सकते हैं।

हालाँकि, निवेशक स्वतंत्र रूप से भी फंड चुन सकते हैं, वह है स्व-विश्लेषण करके। यहां शीर्ष पैरामीटर दिए गए हैं जिन पर निवेशकों को विचार करते समय विचार करना चाहिएसर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड.

Risk-appetite

निवेश के लिए सर्वश्रेष्ठ म्युचुअल फंड - चयन मानदंड

निवेशक यह निर्धारित कर सकते हैं:शीर्ष म्युचुअल फंड खुद निवेश करने के लिए। ऐसा करने के लिए, आपको विभिन्न मापदंडों पर विचार करने की आवश्यकता है, जो योजनाओं की क्षमता को निर्धारित करते हैं। भारत में सभी शीर्ष रैंकिंग वाली म्युचुअल फंड योजनाएं इन लक्षणों को रखती हैं, जो उन्हें पोर्टफोलियो में जरूरी योजनाएं बनाती हैं-

फंड प्रदर्शन

निवेशकों को समय के साथ फंड के प्रदर्शन का मूल्यांकन करना चाहिए। ऐसी योजना अपनाने की सलाह दी जाती है जो 4-5 वर्षों से लगातार अपने बेंचमार्क को मात दे। इसके अलावा, प्रत्येक अवधि को देखना चाहिए, यदि फंड अपने बेंचमार्क को मात देने में सक्षम है।

फ़ंड प्रबंधक

एक फंड मैनेजर समग्र रूप से फंड के प्रदर्शन में महत्वपूर्ण भूमिका निभाता है। इसलिए, आपको पता होना चाहिए कि आप जिस स्कीम में निवेश करना चाहते हैं उसका फंड मैनेजर कौन है और उसका पिछला ट्रैक रिकॉर्ड कौन सा है। निवेशकों को फंड मैनेजर द्वारा प्रबंधित फंड के प्रदर्शन का विश्लेषण करना चाहिए। शीर्ष रैंक वाले म्युचुअल फंड में ज्यादातर फंड मैनेजर होंगे जो अपने करियर के अनुरूप रहे हैं।

खर्चे की दर

बेहतर प्रदर्शन करने वाली योजनाओं का व्यय अनुपात कम या अधिक हो सकता है, लेकिन योजनाएं निवेश के लायक हैं। व्यय अनुपात प्रबंधन शुल्क, परिचालन लागत आदि जैसे शुल्क है, जो एसेट मैनेजमेंट कंपनी द्वारा वसूला जाता है (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 से आगे नहीं बढ़ना चाहिए।

संपत्ति का आकार

शीर्ष प्रदर्शन करने वाली योजना का चयन करते समय, उसी के लिए जाने का सुझाव दिया जाता है जिसका एयूएम (एसेट अंडर मैनेजमेंट) लगभग श्रेणी के समान होता है।

एक परेशानी मुक्त निवेश की तलाश में निवेशक, यहां 2022 में निवेश करने के लिए सबसे अच्छा म्यूचुअल फंड है। इन फंडों को श्रेणी रैंकिंग के अनुसार शॉर्टलिस्ट किया गया है।

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जोखिम से बचने वाले निवेशकों के लिए शीर्ष रैंक वाले म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2025 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Axis Liquid Fund Growth ₹3,137.07
↓ -0.12
₹63,3431.63.56.56.96.66.37%1M 12D1M 12D Liquid Fund
Edelweiss Liquid Fund Growth ₹3,602.3
↓ -0.33
₹13,2721.63.56.56.96.56.26%1M 8D1M 8D Liquid Fund
DSP Liquidity Fund Growth ₹4,020.8
↓ -0.27
₹29,1721.63.46.46.96.56.38%1M 13D Liquid Fund
Invesco India Liquid Fund Growth ₹3,870.53
↓ -0.25
₹20,7481.63.56.46.96.56.32%1M 11D1M 11D Liquid Fund
UTI Liquid Cash Plan Growth ₹462.02
↑ 0.08
₹29,2181.63.46.46.96.56.36%1M 6D1M 6D Liquid Fund
Aditya Birla Sun Life Liquid Fund Growth ₹453.733
↓ -0.04
₹69,8301.63.46.46.96.56.56%1M 10D1M 10D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Liquid FundEdelweiss Liquid FundDSP Liquidity FundInvesco India Liquid FundUTI Liquid Cash PlanAditya Birla Sun Life Liquid Fund
Point 1Upper mid AUM (₹63,343 Cr).Bottom quartile AUM (₹13,272 Cr).Lower mid AUM (₹29,172 Cr).Bottom quartile AUM (₹20,748 Cr).Upper mid AUM (₹29,218 Cr).Highest AUM (₹69,830 Cr).
Point 2Established history (16+ yrs).Established history (19+ yrs).Established history (20+ yrs).Established history (19+ yrs).Oldest track record among peers (22 yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 6.48% (top quartile).1Y return: 6.45% (upper mid).1Y return: 6.44% (upper mid).1Y return: 6.43% (lower mid).1Y return: 6.42% (bottom quartile).1Y return: 6.42% (bottom quartile).
Point 61M return: 0.51% (upper mid).1M return: 0.50% (upper mid).1M return: 0.50% (bottom quartile).1M return: 0.51% (top quartile).1M return: 0.50% (lower mid).1M return: 0.50% (bottom quartile).
Point 7Sharpe: 3.01 (top quartile).Sharpe: 2.92 (lower mid).Sharpe: 2.94 (upper mid).Sharpe: 2.85 (bottom quartile).Sharpe: 2.97 (upper mid).Sharpe: 2.80 (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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): 6.37% (upper mid).Yield to maturity (debt): 6.26% (bottom quartile).Yield to maturity (debt): 6.38% (upper mid).Yield to maturity (debt): 6.32% (bottom quartile).Yield to maturity (debt): 6.36% (lower mid).Yield to maturity (debt): 6.56% (top quartile).
Point 10Modified duration: 0.12 yrs (bottom quartile).Modified duration: 0.11 yrs (upper mid).Modified duration: 0.12 yrs (bottom quartile).Modified duration: 0.12 yrs (lower mid).Modified duration: 0.10 yrs (top quartile).Modified duration: 0.11 yrs (upper mid).

Axis Liquid Fund

  • Upper mid AUM (₹63,343 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Low.
  • 1Y return: 6.48% (top quartile).
  • 1M return: 0.51% (upper mid).
  • Sharpe: 3.01 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.37% (upper mid).
  • Modified duration: 0.12 yrs (bottom quartile).

Edelweiss Liquid Fund

  • Bottom quartile AUM (₹13,272 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.45% (upper mid).
  • 1M return: 0.50% (upper mid).
  • Sharpe: 2.92 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.26% (bottom quartile).
  • Modified duration: 0.11 yrs (upper mid).

DSP Liquidity Fund

  • Lower mid AUM (₹29,172 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.44% (upper mid).
  • 1M return: 0.50% (bottom quartile).
  • Sharpe: 2.94 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.38% (upper mid).
  • Modified duration: 0.12 yrs (bottom quartile).

Invesco India Liquid Fund

  • Bottom quartile AUM (₹20,748 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.43% (lower mid).
  • 1M return: 0.51% (top quartile).
  • Sharpe: 2.85 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.32% (bottom quartile).
  • Modified duration: 0.12 yrs (lower mid).

UTI Liquid Cash Plan

  • Upper mid AUM (₹29,218 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.42% (bottom quartile).
  • 1M return: 0.50% (lower mid).
  • Sharpe: 2.97 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.36% (lower mid).
  • Modified duration: 0.10 yrs (top quartile).

Aditya Birla Sun Life Liquid Fund

  • Highest AUM (₹69,830 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.42% (bottom quartile).
  • 1M return: 0.50% (bottom quartile).
  • Sharpe: 2.80 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.56% (top quartile).
  • Modified duration: 0.11 yrs (upper mid).

निम्न से मध्यम निवेशकों के लिए शीर्ष रैंक वाले म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2025 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Bandhan Banking & PSU Debt Fund Growth ₹26.2746
↓ -0.01
₹12,1090.83.45.36.87.17.1%2Y 3M 29D3Y 5M 1D Banking & PSU Debt
ICICI Prudential Short Term Fund Growth ₹64.3838
↓ -0.04
₹19,4030.835.37.187.89%2Y 7M 2D4Y 3M 25D Short term Bond
ICICI Prudential Corporate Bond Fund Growth ₹31.9068
↓ -0.02
₹29,6880.63.15.37.187.69%3Y 1M 13D5Y 4M 28D Corporate Bond
Bandhan Corporate Bond Fund Growth ₹20.5135
↓ -0.02
₹13,6680.73.35.26.97.47.17%2Y 9M 18D4Y 6M 4D Corporate Bond
HDFC Short Term Debt Fund Growth ₹34.1396
↓ -0.02
₹14,4860.72.957.17.87.78%2Y 5M 1D3Y 3M 11D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹4,005.93
↓ -2.71
₹15,0950.62.84.66.97.87.55%3Y 1M 6D5Y 5M 19D Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryBandhan Banking & PSU Debt FundICICI Prudential Short Term FundICICI Prudential Corporate Bond FundBandhan Corporate Bond FundHDFC Short Term Debt FundKotak Corporate Bond Fund Standard
Point 1Bottom quartile AUM (₹12,109 Cr).Upper mid AUM (₹19,403 Cr).Highest AUM (₹29,688 Cr).Bottom quartile AUM (₹13,668 Cr).Lower mid AUM (₹14,486 Cr).Upper mid AUM (₹15,095 Cr).
Point 2Established history (13+ yrs).Oldest track record among peers (24 yrs).Established history (17+ yrs).Established history (10+ yrs).Established history (16+ yrs).Established history (19+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 4★ (upper mid).Not Rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 5.35% (top quartile).1Y return: 5.33% (upper mid).1Y return: 5.32% (upper mid).1Y return: 5.25% (lower mid).1Y return: 5.04% (bottom quartile).1Y return: 4.60% (bottom quartile).
Point 61M return: 0.19% (top quartile).1M return: 0.00% (lower mid).1M return: -0.12% (bottom quartile).1M return: 0.12% (upper mid).1M return: 0.02% (upper mid).1M return: -0.01% (bottom quartile).
Point 7Sharpe: 0.08 (upper mid).Sharpe: 0.16 (upper mid).Sharpe: 0.19 (top quartile).Sharpe: 0.06 (lower mid).Sharpe: -0.04 (bottom quartile).Sharpe: -0.17 (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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): 7.10% (bottom quartile).Yield to maturity (debt): 7.89% (top quartile).Yield to maturity (debt): 7.69% (upper mid).Yield to maturity (debt): 7.17% (bottom quartile).Yield to maturity (debt): 7.78% (upper mid).Yield to maturity (debt): 7.55% (lower mid).
Point 10Modified duration: 2.33 yrs (top quartile).Modified duration: 2.59 yrs (upper mid).Modified duration: 3.12 yrs (bottom quartile).Modified duration: 2.80 yrs (lower mid).Modified duration: 2.42 yrs (upper mid).Modified duration: 3.10 yrs (bottom quartile).

Bandhan Banking & PSU Debt Fund

  • Bottom quartile AUM (₹12,109 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.35% (top quartile).
  • 1M return: 0.19% (top quartile).
  • Sharpe: 0.08 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.10% (bottom quartile).
  • Modified duration: 2.33 yrs (top quartile).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹19,403 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 5.33% (upper mid).
  • 1M return: 0.00% (lower mid).
  • Sharpe: 0.16 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.89% (top quartile).
  • Modified duration: 2.59 yrs (upper mid).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹29,688 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 5.32% (upper mid).
  • 1M return: -0.12% (bottom quartile).
  • Sharpe: 0.19 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.69% (upper mid).
  • Modified duration: 3.12 yrs (bottom quartile).

Bandhan Corporate Bond Fund

  • Bottom quartile AUM (₹13,668 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 5.25% (lower mid).
  • 1M return: 0.12% (upper mid).
  • Sharpe: 0.06 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.17% (bottom quartile).
  • Modified duration: 2.80 yrs (lower mid).

HDFC Short Term Debt Fund

  • Lower mid AUM (₹14,486 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 5.04% (bottom quartile).
  • 1M return: 0.02% (upper mid).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.78% (upper mid).
  • Modified duration: 2.42 yrs (upper mid).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹15,095 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.60% (bottom quartile).
  • 1M return: -0.01% (bottom quartile).
  • Sharpe: -0.17 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.55% (lower mid).
  • Modified duration: 3.10 yrs (bottom quartile).

मध्यम से उच्च निवेशकों के लिए शीर्ष रैंक वाले म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹43.7662
↓ -0.03
₹3,31913.889.711.810.9 Medium term Bond
Kotak Medium Term Fund Growth ₹24.4954
↓ -0.02
₹1,9261.13.45.87.96.38.9 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹48.569
↓ -0.04
₹5,4191.13.76.47.76.69 Medium term Bond
Axis Strategic Bond Fund Growth ₹30.0979
↓ -0.01
₹2,1120.83.35.87.66.68.2 Medium term Bond
Bandhan Government Securities Fund - Investment Plan Growth ₹37.4929
↓ 0.00
₹1,850-0.34.96.97.25.73.7 Government Bond
SBI Magnum Medium Duration Fund Growth ₹54.8774
↓ -0.03
₹6,4891.23.75.97.26.27.5 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanKotak Medium Term FundICICI Prudential Medium Term Bond FundAxis Strategic Bond FundBandhan Government Securities Fund - Investment PlanSBI Magnum Medium Duration Fund
Point 1Upper mid AUM (₹3,319 Cr).Bottom quartile AUM (₹1,926 Cr).Upper mid AUM (₹5,419 Cr).Lower mid AUM (₹2,112 Cr).Bottom quartile AUM (₹1,850 Cr).Highest AUM (₹6,489 Cr).
Point 2Established history (17+ yrs).Established history (12+ yrs).Oldest track record among peers (22 yrs).Established history (14+ yrs).Established history (17+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 8.02% (top quartile).1Y return: 5.78% (bottom quartile).1Y return: 6.40% (upper mid).1Y return: 5.78% (bottom quartile).1Y return: 6.89% (upper mid).1Y return: 5.94% (lower mid).
Point 61M return: -0.02% (upper mid).1M return: -0.06% (bottom quartile).1M return: -0.04% (lower mid).1M return: -0.14% (bottom quartile).1M return: 0.00% (top quartile).1M return: -0.04% (upper mid).
Point 7Sharpe: 1.28 (top quartile).Sharpe: 0.48 (bottom quartile).Sharpe: 0.84 (upper mid).Sharpe: 0.46 (bottom quartile).Sharpe: 0.66 (upper mid).Sharpe: 0.54 (lower mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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): 8.09% (bottom quartile).Yield to maturity (debt): 8.37% (top quartile).Yield to maturity (debt): 8.29% (upper mid).Yield to maturity (debt): 8.18% (lower mid).Yield to maturity (debt): 7.54% (bottom quartile).Yield to maturity (debt): 8.22% (upper mid).
Point 10Modified duration: 2.95 yrs (top quartile).Modified duration: 2.99 yrs (upper mid).Modified duration: 3.03 yrs (upper mid).Modified duration: 3.25 yrs (bottom quartile).Modified duration: 11.40 yrs (bottom quartile).Modified duration: 3.03 yrs (lower mid).

Aditya Birla Sun Life Medium Term Plan

  • Upper mid AUM (₹3,319 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 8.02% (top quartile).
  • 1M return: -0.02% (upper mid).
  • Sharpe: 1.28 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 8.09% (bottom quartile).
  • Modified duration: 2.95 yrs (top quartile).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,926 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.78% (bottom quartile).
  • 1M return: -0.06% (bottom quartile).
  • Sharpe: 0.48 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.37% (top quartile).
  • Modified duration: 2.99 yrs (upper mid).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,419 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.40% (upper mid).
  • 1M return: -0.04% (lower mid).
  • Sharpe: 0.84 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.29% (upper mid).
  • Modified duration: 3.03 yrs (upper mid).

Axis Strategic Bond Fund

  • Lower mid AUM (₹2,112 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.78% (bottom quartile).
  • 1M return: -0.14% (bottom quartile).
  • Sharpe: 0.46 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.18% (lower mid).
  • Modified duration: 3.25 yrs (bottom quartile).

Bandhan Government Securities Fund - Investment Plan

  • Bottom quartile AUM (₹1,850 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 6.89% (upper mid).
  • 1M return: 0.00% (top quartile).
  • Sharpe: 0.66 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.54% (bottom quartile).
  • Modified duration: 11.40 yrs (bottom quartile).

SBI Magnum Medium Duration Fund

  • Highest AUM (₹6,489 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.94% (lower mid).
  • 1M return: -0.04% (upper mid).
  • Sharpe: 0.54 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.22% (upper mid).
  • Modified duration: 3.03 yrs (lower mid).

उच्च जोखिम वाले निवेशकों के लिए शीर्ष रैंक वाले म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)Sub Cat.
Motilal Oswal Midcap 30 Fund  Growth ₹100.926
↓ -0.26
₹42,8527.518.6-0.917.519.2-12.1 Mid Cap
Invesco India Mid Cap Fund Growth ₹194.82
↓ -1.89
₹14,7210.618.28.222.117.76.3 Mid Cap
Nippon India Small Cap Fund Growth ₹184.023
↑ 0.26
₹82,5802.420.28.814.917.7-4.7 Small Cap
HDFC Mid-Cap Opportunities Fund Growth ₹204.094
↓ -0.42
₹108,325-0.48.75.51617.66.8 Mid Cap
DSP Small Cap Fund  Growth ₹231.409
↑ 0.64
₹21,6596.926.617.617.217-2.8 Small Cap
Edelweiss Mid Cap Fund Growth ₹106.331
↓ -0.12
₹19,891-0.210.75.81916.63.8 Mid Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Invesco India Mid Cap FundNippon India Small Cap FundHDFC Mid-Cap Opportunities FundDSP Small Cap Fund Edelweiss Mid Cap Fund
Point 1Upper mid AUM (₹42,852 Cr).Bottom quartile AUM (₹14,721 Cr).Upper mid AUM (₹82,580 Cr).Highest AUM (₹108,325 Cr).Lower mid AUM (₹21,659 Cr).Bottom quartile AUM (₹19,891 Cr).
Point 2Established history (12+ yrs).Oldest track record among peers (19 yrs).Established history (16+ yrs).Established history (19+ yrs).Established history (19+ yrs).Established history (18+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 19.20% (top quartile).5Y return: 17.74% (upper mid).5Y return: 17.71% (upper mid).5Y return: 17.56% (lower mid).5Y return: 17.04% (bottom quartile).5Y return: 16.56% (bottom quartile).
Point 63Y return: 17.48% (upper mid).3Y return: 22.07% (top quartile).3Y return: 14.85% (bottom quartile).3Y return: 16.04% (bottom quartile).3Y return: 17.18% (lower mid).3Y return: 19.01% (upper mid).
Point 71Y return: -0.90% (bottom quartile).1Y return: 8.16% (upper mid).1Y return: 8.82% (upper mid).1Y return: 5.48% (bottom quartile).1Y return: 17.64% (top quartile).1Y return: 5.84% (lower mid).
Point 8Alpha: -7.99 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 1.64 (upper mid).Alpha: 0.08 (upper mid).Alpha: 9.89 (top quartile).Alpha: -0.37 (bottom quartile).
Point 9Sharpe: 0.06 (bottom quartile).Sharpe: 0.29 (bottom quartile).Sharpe: 0.44 (lower mid).Sharpe: 0.49 (upper mid).Sharpe: 0.71 (top quartile).Sharpe: 0.47 (upper mid).
Point 10Information ratio: 0.16 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 0.16 (lower mid).Information ratio: 0.47 (upper mid).Information ratio: 0.78 (top quartile).

Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹42,852 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.20% (top quartile).
  • 3Y return: 17.48% (upper mid).
  • 1Y return: -0.90% (bottom quartile).
  • Alpha: -7.99 (bottom quartile).
  • Sharpe: 0.06 (bottom quartile).
  • Information ratio: 0.16 (upper mid).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹14,721 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.74% (upper mid).
  • 3Y return: 22.07% (top quartile).
  • 1Y return: 8.16% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.29 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

  • Upper mid AUM (₹82,580 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.71% (upper mid).
  • 3Y return: 14.85% (bottom quartile).
  • 1Y return: 8.82% (upper mid).
  • Alpha: 1.64 (upper mid).
  • Sharpe: 0.44 (lower mid).
  • Information ratio: -0.15 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹108,325 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.56% (lower mid).
  • 3Y return: 16.04% (bottom quartile).
  • 1Y return: 5.48% (bottom quartile).
  • Alpha: 0.08 (upper mid).
  • Sharpe: 0.49 (upper mid).
  • Information ratio: 0.16 (lower mid).

DSP Small Cap Fund 

  • Lower mid AUM (₹21,659 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.04% (bottom quartile).
  • 3Y return: 17.18% (lower mid).
  • 1Y return: 17.64% (top quartile).
  • Alpha: 9.89 (top quartile).
  • Sharpe: 0.71 (top quartile).
  • Information ratio: 0.47 (upper mid).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹19,891 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 16.56% (bottom quartile).
  • 3Y return: 19.01% (upper mid).
  • 1Y return: 5.84% (lower mid).
  • Alpha: -0.37 (bottom quartile).
  • Sharpe: 0.47 (upper mid).
  • Information ratio: 0.78 (top quartile).

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