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जोखिम की भूख के अनुसार शीर्ष रैंक वाले म्युचुअल फंड

Updated on November 2, 2026 , 7702 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 ₹3,156.91
↑ 0.81
₹53,4701.53.26.56.96.66.37%1M 19D1M 19D Liquid Fund
Edelweiss Liquid Fund Growth ₹3,625.28
↑ 0.93
₹11,7411.53.26.46.86.56.52%2M 1D2M 1D Liquid Fund
DSP Liquidity Fund Growth ₹4,046.09
↑ 1.07
₹24,7261.53.26.46.86.56.24%1M 2D Liquid Fund
UTI Liquid Cash Plan Growth ₹464.903
↑ 0.12
₹27,4531.53.26.46.86.56.39%1M 19D1M 19D Liquid Fund
Invesco India Liquid Fund Growth ₹3,894.86
↑ 1.01
₹22,3951.53.26.46.86.56.35%1M 17D1M 17D Liquid Fund
Aditya Birla Sun Life Liquid Fund Growth ₹456.539
↑ 0.13
₹61,1671.53.26.46.86.56.53%1M 28D1M 28D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Liquid FundEdelweiss Liquid FundDSP Liquidity FundUTI Liquid Cash PlanInvesco India Liquid FundAditya Birla Sun Life Liquid Fund
Point 1Upper mid AUM (₹53,470 Cr).Bottom quartile AUM (₹11,741 Cr).Lower mid AUM (₹24,726 Cr).Upper mid AUM (₹27,453 Cr).Bottom quartile AUM (₹22,395 Cr).Highest AUM (₹61,167 Cr).
Point 2Established history (17+ yrs).Established history (19+ yrs).Established history (20+ yrs).Oldest track record among peers (22 yrs).Established history (19+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).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: 6.46% (top quartile).1Y return: 6.44% (upper mid).1Y return: 6.42% (upper mid).1Y return: 6.41% (lower mid).1Y return: 6.41% (bottom quartile).1Y return: 6.39% (bottom quartile).
Point 61M return: 0.47% (upper mid).1M return: 0.46% (upper mid).1M return: 0.46% (lower mid).1M return: 0.47% (top quartile).1M return: 0.46% (bottom quartile).1M return: 0.45% (bottom quartile).
Point 7Sharpe: 3.18 (top quartile).Sharpe: 3.04 (bottom quartile).Sharpe: 3.10 (upper mid).Sharpe: 3.12 (upper mid).Sharpe: 3.08 (lower mid).Sharpe: 2.91 (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% (lower mid).Yield to maturity (debt): 6.52% (upper mid).Yield to maturity (debt): 6.24% (bottom quartile).Yield to maturity (debt): 6.39% (upper mid).Yield to maturity (debt): 6.35% (bottom quartile).Yield to maturity (debt): 6.53% (top quartile).
Point 10Modified duration: 0.14 yrs (upper mid).Modified duration: 0.17 yrs (bottom quartile).Modified duration: 0.09 yrs (top quartile).Modified duration: 0.14 yrs (lower mid).Modified duration: 0.13 yrs (upper mid).Modified duration: 0.16 yrs (bottom quartile).

Axis Liquid Fund

  • Upper mid AUM (₹53,470 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Low.
  • 1Y return: 6.46% (top quartile).
  • 1M return: 0.47% (upper mid).
  • Sharpe: 3.18 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.37% (lower mid).
  • Modified duration: 0.14 yrs (upper mid).

Edelweiss Liquid Fund

  • Bottom quartile AUM (₹11,741 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.44% (upper mid).
  • 1M return: 0.46% (upper mid).
  • Sharpe: 3.04 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.52% (upper mid).
  • Modified duration: 0.17 yrs (bottom quartile).

DSP Liquidity Fund

  • Lower mid AUM (₹24,726 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.42% (upper mid).
  • 1M return: 0.46% (lower mid).
  • Sharpe: 3.10 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.24% (bottom quartile).
  • Modified duration: 0.09 yrs (top quartile).

UTI Liquid Cash Plan

  • Upper mid AUM (₹27,453 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.41% (lower mid).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.12 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.39% (upper mid).
  • Modified duration: 0.14 yrs (lower mid).

Invesco India Liquid Fund

  • Bottom quartile AUM (₹22,395 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.41% (bottom quartile).
  • 1M return: 0.46% (bottom quartile).
  • Sharpe: 3.08 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.35% (bottom quartile).
  • Modified duration: 0.13 yrs (upper mid).

Aditya Birla Sun Life Liquid Fund

  • Highest AUM (₹61,167 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.39% (bottom quartile).
  • 1M return: 0.45% (bottom quartile).
  • Sharpe: 2.91 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.53% (top quartile).
  • Modified duration: 0.16 yrs (bottom quartile).

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 ₹26.3367
↑ 0.02
₹11,8930.534.86.77.17.01%1Y 2M 23D1Y 5M 16D Banking & PSU Debt
ICICI Prudential Short Term Fund Growth ₹64.503
↑ 0.14
₹18,8900.42.54.76.988.06%2Y 8M 19D4Y 7M 20D Short term Bond
Bandhan Corporate Bond Fund Growth ₹20.5487
↑ 0.02
₹13,5120.42.84.66.77.47.29%1Y 6M1Y 9M 7D Corporate Bond
ICICI Prudential Corporate Bond Fund Growth ₹31.9493
↑ 0.09
₹28,3850.12.54.56.987.83%3Y 4M 20D5Y 11M 1D Corporate Bond
HDFC Short Term Debt Fund Growth ₹34.1921
↑ 0.06
₹14,2190.22.44.277.87.9%2Y 3M2Y 10M 28D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹4,013.39
↑ 7.98
₹14,7910.22.43.86.97.87.77%2Y 8M 8D4Y 10M 17D Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryBandhan Banking & PSU Debt FundICICI Prudential Short Term FundBandhan Corporate Bond FundICICI Prudential Corporate Bond FundHDFC Short Term Debt FundKotak Corporate Bond Fund Standard
Point 1Bottom quartile AUM (₹11,893 Cr).Upper mid AUM (₹18,890 Cr).Bottom quartile AUM (₹13,512 Cr).Highest AUM (₹28,385 Cr).Lower mid AUM (₹14,219 Cr).Upper mid AUM (₹14,791 Cr).
Point 2Established history (13+ yrs).Oldest track record among peers (25 yrs).Established history (10+ yrs).Established history (17+ yrs).Established history (16+ yrs).Established history (19+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Not Rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 4★ (upper mid).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 4.82% (top quartile).1Y return: 4.67% (upper mid).1Y return: 4.61% (upper mid).1Y return: 4.50% (lower mid).1Y return: 4.20% (bottom quartile).1Y return: 3.82% (bottom quartile).
Point 61M return: 0.16% (lower mid).1M return: 0.20% (top quartile).1M return: 0.13% (bottom quartile).1M return: 0.19% (upper mid).1M return: 0.13% (bottom quartile).1M return: 0.17% (upper mid).
Point 7Sharpe: -0.07 (top quartile).Sharpe: -0.11 (upper mid).Sharpe: -0.11 (upper mid).Sharpe: -0.12 (lower mid).Sharpe: -0.27 (bottom quartile).Sharpe: -0.45 (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): 7.01% (bottom quartile).Yield to maturity (debt): 8.06% (top quartile).Yield to maturity (debt): 7.29% (bottom quartile).Yield to maturity (debt): 7.83% (upper mid).Yield to maturity (debt): 7.90% (upper mid).Yield to maturity (debt): 7.77% (lower mid).
Point 10Modified duration: 1.23 yrs (top quartile).Modified duration: 2.72 yrs (bottom quartile).Modified duration: 1.50 yrs (upper mid).Modified duration: 3.39 yrs (bottom quartile).Modified duration: 2.25 yrs (upper mid).Modified duration: 2.69 yrs (lower mid).

Bandhan Banking & PSU Debt Fund

  • Bottom quartile AUM (₹11,893 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 4.82% (top quartile).
  • 1M return: 0.16% (lower mid).
  • Sharpe: -0.07 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.01% (bottom quartile).
  • Modified duration: 1.23 yrs (top quartile).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹18,890 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 4.67% (upper mid).
  • 1M return: 0.20% (top quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.06% (top quartile).
  • Modified duration: 2.72 yrs (bottom quartile).

Bandhan Corporate Bond Fund

  • Bottom quartile AUM (₹13,512 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 4.61% (upper mid).
  • 1M return: 0.13% (bottom quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.29% (bottom quartile).
  • Modified duration: 1.50 yrs (upper mid).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹28,385 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.50% (lower mid).
  • 1M return: 0.19% (upper mid).
  • Sharpe: -0.12 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.83% (upper mid).
  • Modified duration: 3.39 yrs (bottom quartile).

HDFC Short Term Debt Fund

  • Lower mid AUM (₹14,219 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.20% (bottom quartile).
  • 1M return: 0.13% (bottom quartile).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.90% (upper mid).
  • Modified duration: 2.25 yrs (upper mid).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹14,791 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 3.82% (bottom quartile).
  • 1M return: 0.17% (upper mid).
  • Sharpe: -0.45 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.77% (lower mid).
  • Modified duration: 2.69 yrs (lower mid).

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 ₹43.8559
↑ 0.09
₹3,3700.43.17.19.711.810.9 Medium term Bond
Kotak Medium Term Fund Growth ₹24.4701
↑ 0.06
₹1,91202.64.47.66.28.9 Medium term Bond
Bandhan Government Securities Fund - Investment Plan Growth ₹37.6543
↑ 0.03
₹1,6860.74.56.67.65.83.7 Government Bond
ICICI Prudential Medium Term Bond Fund Growth ₹48.6343
↑ 0.13
₹5,3310.43.15.57.66.69 Medium term Bond
Axis Strategic Bond Fund Growth ₹30.1745
↑ 0.06
₹1,9720.335.17.66.68.2 Medium term Bond
HDFC Medium Term Debt Fund Growth ₹60.4401
↑ 0.09
₹3,4990.4357.167.7 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanKotak Medium Term FundBandhan Government Securities Fund - Investment PlanICICI Prudential Medium Term Bond FundAxis Strategic Bond FundHDFC Medium Term Debt Fund
Point 1Upper mid AUM (₹3,370 Cr).Bottom quartile AUM (₹1,912 Cr).Bottom quartile AUM (₹1,686 Cr).Highest AUM (₹5,331 Cr).Lower mid AUM (₹1,972 Cr).Upper mid AUM (₹3,499 Cr).
Point 2Established history (17+ yrs).Established history (12+ yrs).Established history (17+ yrs).Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (24 yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 4★ (upper 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: 7.08% (top quartile).1Y return: 4.41% (bottom quartile).1Y return: 6.64% (upper mid).1Y return: 5.45% (upper mid).1Y return: 5.08% (lower mid).1Y return: 4.98% (bottom quartile).
Point 61M return: 0.27% (upper mid).1M return: 0.03% (bottom quartile).1M return: 0.40% (top quartile).1M return: 0.22% (bottom quartile).1M return: 0.26% (upper mid).1M return: 0.24% (lower mid).
Point 7Sharpe: 0.92 (top quartile).Sharpe: 0.01 (bottom quartile).Sharpe: 0.36 (upper mid).Sharpe: 0.34 (upper mid).Sharpe: 0.13 (lower mid).Sharpe: 0.08 (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): 7.99% (bottom quartile).Yield to maturity (debt): 8.46% (upper mid).Yield to maturity (debt): 5.29% (bottom quartile).Yield to maturity (debt): 8.29% (lower mid).Yield to maturity (debt): 8.72% (top quartile).Yield to maturity (debt): 8.65% (upper mid).
Point 10Modified duration: 2.44 yrs (upper mid).Modified duration: 2.77 yrs (lower mid).Modified duration: 0.79 yrs (top quartile).Modified duration: 3.03 yrs (bottom quartile).Modified duration: 3.08 yrs (bottom quartile).Modified duration: 2.16 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

  • Upper mid AUM (₹3,370 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.08% (top quartile).
  • 1M return: 0.27% (upper mid).
  • Sharpe: 0.92 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.99% (bottom quartile).
  • Modified duration: 2.44 yrs (upper mid).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,912 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 4.41% (bottom quartile).
  • 1M return: 0.03% (bottom quartile).
  • Sharpe: 0.01 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.46% (upper mid).
  • Modified duration: 2.77 yrs (lower mid).

Bandhan Government Securities Fund - Investment Plan

  • Bottom quartile AUM (₹1,686 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 6.64% (upper mid).
  • 1M return: 0.40% (top quartile).
  • Sharpe: 0.36 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 5.29% (bottom quartile).
  • Modified duration: 0.79 yrs (top quartile).

ICICI Prudential Medium Term Bond Fund

  • Highest AUM (₹5,331 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.45% (upper mid).
  • 1M return: 0.22% (bottom quartile).
  • Sharpe: 0.34 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.29% (lower mid).
  • Modified duration: 3.03 yrs (bottom quartile).

Axis Strategic Bond Fund

  • Lower mid AUM (₹1,972 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.08% (lower mid).
  • 1M return: 0.26% (upper mid).
  • Sharpe: 0.13 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.72% (top quartile).
  • Modified duration: 3.08 yrs (bottom quartile).

HDFC Medium Term Debt Fund

  • Upper mid AUM (₹3,499 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 4.98% (bottom quartile).
  • 1M return: 0.24% (lower mid).
  • Sharpe: 0.08 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.65% (upper mid).
  • Modified duration: 2.16 yrs (upper 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 ₹100.141
↑ 1.15
₹40,208-1.49.5-3.216.717.5-12.1 Mid Cap
HDFC Mid-Cap Opportunities Fund Growth ₹201.048
↑ 2.74
₹101,856-5.31.8-0.815.416.86.8 Mid Cap
Invesco India Mid Cap Fund Growth ₹191.75
↑ 3.90
₹15,749-4.35.83.521.516.56.3 Mid Cap
Nippon India Small Cap Fund Growth ₹176.335
↑ 2.58
₹80,906-3.42.32.712.816.4-4.7 Small Cap
Invesco India Growth Opportunities Fund Growth ₹108.49
↑ 1.66
₹12,178-2.89.15.320.815.14.7 Large & Mid Cap
HDFC Equity Fund Growth ₹2,045.56
↑ 15.81
₹108,547-1.94.6-0.815.715.111.4 Multi Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities FundInvesco India Mid Cap FundNippon India Small Cap FundInvesco India Growth Opportunities FundHDFC Equity Fund
Point 1Lower mid AUM (₹40,208 Cr).Upper mid AUM (₹101,856 Cr).Bottom quartile AUM (₹15,749 Cr).Upper mid AUM (₹80,906 Cr).Bottom quartile AUM (₹12,178 Cr).Highest AUM (₹108,547 Cr).
Point 2Established history (12+ yrs).Established history (19+ yrs).Established history (19+ yrs).Established history (16+ yrs).Established history (19+ yrs).Oldest track record among peers (31 yrs).
Point 3Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Top rated.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: Moderately High.
Point 55Y return: 17.47% (top quartile).5Y return: 16.80% (upper mid).5Y return: 16.54% (upper mid).5Y return: 16.42% (lower mid).5Y return: 15.14% (bottom quartile).5Y return: 15.13% (bottom quartile).
Point 63Y return: 16.65% (upper mid).3Y return: 15.44% (bottom quartile).3Y return: 21.45% (top quartile).3Y return: 12.78% (bottom quartile).3Y return: 20.81% (upper mid).3Y return: 15.74% (lower mid).
Point 71Y return: -3.16% (bottom quartile).1Y return: -0.75% (lower mid).1Y return: 3.50% (upper mid).1Y return: 2.74% (upper mid).1Y return: 5.32% (top quartile).1Y return: -0.82% (bottom quartile).
Point 8Alpha: -3.81 (bottom quartile).Alpha: -1.28 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 1.80 (upper mid).Alpha: 7.80 (top quartile).Alpha: -0.68 (lower mid).
Point 9Sharpe: -0.12 (bottom quartile).Sharpe: -0.02 (lower mid).Sharpe: 0.17 (upper mid).Sharpe: 0.25 (top quartile).Sharpe: 0.14 (upper mid).Sharpe: -0.35 (bottom quartile).
Point 10Information ratio: 0.24 (upper mid).Information ratio: 0.21 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.03 (bottom quartile).Information ratio: 1.34 (top quartile).Information ratio: 0.94 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹40,208 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.47% (top quartile).
  • 3Y return: 16.65% (upper mid).
  • 1Y return: -3.16% (bottom quartile).
  • Alpha: -3.81 (bottom quartile).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: 0.24 (upper mid).

HDFC Mid-Cap Opportunities Fund

  • Upper mid AUM (₹101,856 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.80% (upper mid).
  • 3Y return: 15.44% (bottom quartile).
  • 1Y return: -0.75% (lower mid).
  • Alpha: -1.28 (bottom quartile).
  • Sharpe: -0.02 (lower mid).
  • Information ratio: 0.21 (lower mid).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹15,749 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.54% (upper mid).
  • 3Y return: 21.45% (top quartile).
  • 1Y return: 3.50% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.17 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

  • Upper mid AUM (₹80,906 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.42% (lower mid).
  • 3Y return: 12.78% (bottom quartile).
  • 1Y return: 2.74% (upper mid).
  • Alpha: 1.80 (upper mid).
  • Sharpe: 0.25 (top quartile).
  • Information ratio: -0.03 (bottom quartile).

Invesco India Growth Opportunities Fund

  • Bottom quartile AUM (₹12,178 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.14% (bottom quartile).
  • 3Y return: 20.81% (upper mid).
  • 1Y return: 5.32% (top quartile).
  • Alpha: 7.80 (top quartile).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: 1.34 (top quartile).

HDFC Equity Fund

  • Highest AUM (₹108,547 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.13% (bottom quartile).
  • 3Y return: 15.74% (lower mid).
  • 1Y return: -0.82% (bottom quartile).
  • Alpha: -0.68 (lower mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.94 (upper mid).

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