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जोखिम की भूख के अनुसार शीर्ष रैंक वाले म्युचुअल फंड

Updated on September 14, 2025 , 7081 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 (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Aditya Birla Sun Life Savings Fund Growth ₹556.195
↑ 0.16
₹20,7951.64.17.97.4 6.6%5M 26D7M 2D Ultrashort Bond
ICICI Prudential Ultra Short Term Fund Growth ₹28.0754
↑ 0.01
₹16,3821.53.97.47.17.56.63%4M 24D7M 6D Ultrashort Bond
SBI Magnum Ultra Short Duration Fund Growth ₹6,052.88
₹15,9021.43.87.37.17.46.13%4M 20D5M 12D Ultrashort Bond
Kotak Savings Fund Growth ₹43.4193
↑ 0.01
₹15,9541.43.87.16.9 6.36%5M 19D6M Ultrashort Bond
Nippon India Ultra Short Duration Fund Growth ₹4,079.93
↑ 1.10
₹10,2521.43.77.16.97.26.72%5M 12D8M 1D Ultrashort Bond
Axis Liquid Fund Growth ₹2,942.48
↑ 0.60
₹36,7571.43.36.977.45.85%1M 12D1M 15D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Savings FundICICI Prudential Ultra Short Term FundSBI Magnum Ultra Short Duration FundKotak Savings FundNippon India Ultra Short Duration FundAxis Liquid Fund
Point 1Upper mid AUM (₹20,795 Cr).Upper mid AUM (₹16,382 Cr).Bottom quartile AUM (₹15,902 Cr).Lower mid AUM (₹15,954 Cr).Bottom quartile AUM (₹10,252 Cr).Highest AUM (₹36,757 Cr).
Point 2Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (26 yrs).Established history (21+ yrs).Established history (23+ yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 7.92% (top quartile).1Y return: 7.40% (upper mid).1Y return: 7.28% (upper mid).1Y return: 7.13% (lower mid).1Y return: 7.13% (bottom quartile).1Y return: 6.92% (bottom quartile).
Point 61M return: 0.47% (upper mid).1M return: 0.48% (top quartile).1M return: 0.47% (upper mid).1M return: 0.41% (bottom quartile).1M return: 0.42% (bottom quartile).1M return: 0.47% (lower mid).
Point 7Sharpe: 3.76 (top quartile).Sharpe: 2.80 (upper mid).Sharpe: 2.77 (lower mid).Sharpe: 2.11 (bottom quartile).Sharpe: 2.22 (bottom quartile).Sharpe: 3.64 (upper 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): 6.60% (upper mid).Yield to maturity (debt): 6.63% (upper mid).Yield to maturity (debt): 6.13% (bottom quartile).Yield to maturity (debt): 6.36% (lower mid).Yield to maturity (debt): 6.72% (top quartile).Yield to maturity (debt): 5.85% (bottom quartile).
Point 10Modified duration: 0.49 yrs (bottom quartile).Modified duration: 0.40 yrs (upper mid).Modified duration: 0.39 yrs (upper mid).Modified duration: 0.47 yrs (bottom quartile).Modified duration: 0.45 yrs (lower mid).Modified duration: 0.12 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

  • Upper mid AUM (₹20,795 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.92% (top quartile).
  • 1M return: 0.47% (upper mid).
  • Sharpe: 3.76 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.60% (upper mid).
  • Modified duration: 0.49 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

  • Upper mid AUM (₹16,382 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.40% (upper mid).
  • 1M return: 0.48% (top quartile).
  • Sharpe: 2.80 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.63% (upper mid).
  • Modified duration: 0.40 yrs (upper mid).

SBI Magnum Ultra Short Duration Fund

  • Bottom quartile AUM (₹15,902 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.28% (upper mid).
  • 1M return: 0.47% (upper mid).
  • Sharpe: 2.77 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.13% (bottom quartile).
  • Modified duration: 0.39 yrs (upper mid).

Kotak Savings Fund

  • Lower mid AUM (₹15,954 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.13% (lower mid).
  • 1M return: 0.41% (bottom quartile).
  • Sharpe: 2.11 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.36% (lower mid).
  • Modified duration: 0.47 yrs (bottom quartile).

Nippon India Ultra Short Duration Fund

  • Bottom quartile AUM (₹10,252 Cr).
  • Established history (23+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.13% (bottom quartile).
  • 1M return: 0.42% (bottom quartile).
  • Sharpe: 2.22 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.72% (top quartile).
  • Modified duration: 0.45 yrs (lower mid).

Axis Liquid Fund

  • Highest AUM (₹36,757 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.92% (bottom quartile).
  • 1M return: 0.47% (lower mid).
  • Sharpe: 3.64 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.85% (bottom quartile).
  • Modified duration: 0.12 yrs (top quartile).

निम्न से मध्यम निवेशकों के लिए शीर्ष रैंक वाले म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Axis Short Term Fund Growth ₹31.3528
↑ 0.01
₹11,7601.34.88.47.5 6.76%2Y 2M 5D2Y 10M 20D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹3,820.6
↑ 0.02
₹17,8111.14.68.27.68.36.83%3Y 3M 4D4Y 11M 16D Corporate Bond
Nippon India Prime Debt Fund Growth ₹60.7261
↓ -0.01
₹10,01314.78.27.88.46.81%3Y 6M 7D4Y 7M 20D Corporate Bond
ICICI Prudential Corporate Bond Fund Growth ₹30.2159
↑ 0.01
₹33,5741.24.58.27.8 6.78%2Y 5M 26D4Y 6M 29D Corporate Bond
ICICI Prudential Short Term Fund Growth ₹60.9756
↑ 0.02
₹22,0701.34.58.17.7 7.11%2Y 2M 5D4Y 25D Short term Bond
SBI Short Term Debt Fund Growth ₹32.5533
↑ 0.00
₹16,4531.24.68.17.4 6.87%2Y 8M 23D3Y 4M 20D Short term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Short Term FundKotak Corporate Bond Fund Standard Nippon India Prime Debt FundICICI Prudential Corporate Bond FundICICI Prudential Short Term FundSBI Short Term Debt Fund
Point 1Bottom quartile AUM (₹11,760 Cr).Upper mid AUM (₹17,811 Cr).Bottom quartile AUM (₹10,013 Cr).Highest AUM (₹33,574 Cr).Upper mid AUM (₹22,070 Cr).Lower mid AUM (₹16,453 Cr).
Point 2Established history (15+ yrs).Established history (18+ yrs).Oldest track record among peers (25 yrs).Established history (16+ yrs).Established history (23+ yrs).Established history (18+ yrs).
Point 3Rating: 3★ (bottom quartile).Top rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderately Low.
Point 51Y return: 8.43% (top quartile).1Y return: 8.22% (upper mid).1Y return: 8.22% (upper mid).1Y return: 8.17% (lower mid).1Y return: 8.08% (bottom quartile).1Y return: 8.08% (bottom quartile).
Point 61M return: 0.37% (top quartile).1M return: 0.34% (upper mid).1M return: 0.21% (bottom quartile).1M return: 0.31% (lower mid).1M return: 0.30% (bottom quartile).1M return: 0.34% (upper mid).
Point 7Sharpe: 2.19 (top quartile).Sharpe: 1.80 (bottom quartile).Sharpe: 1.79 (bottom quartile).Sharpe: 2.12 (upper mid).Sharpe: 2.15 (upper mid).Sharpe: 1.89 (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): 6.76% (bottom quartile).Yield to maturity (debt): 6.83% (upper mid).Yield to maturity (debt): 6.81% (lower mid).Yield to maturity (debt): 6.78% (bottom quartile).Yield to maturity (debt): 7.11% (top quartile).Yield to maturity (debt): 6.87% (upper mid).
Point 10Modified duration: 2.18 yrs (top quartile).Modified duration: 3.26 yrs (bottom quartile).Modified duration: 3.52 yrs (bottom quartile).Modified duration: 2.49 yrs (upper mid).Modified duration: 2.18 yrs (upper mid).Modified duration: 2.73 yrs (lower mid).

Axis Short Term Fund

  • Bottom quartile AUM (₹11,760 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.43% (top quartile).
  • 1M return: 0.37% (top quartile).
  • Sharpe: 2.19 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.76% (bottom quartile).
  • Modified duration: 2.18 yrs (top quartile).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹17,811 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.22% (upper mid).
  • 1M return: 0.34% (upper mid).
  • Sharpe: 1.80 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.83% (upper mid).
  • Modified duration: 3.26 yrs (bottom quartile).

Nippon India Prime Debt Fund

  • Bottom quartile AUM (₹10,013 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.22% (upper mid).
  • 1M return: 0.21% (bottom quartile).
  • Sharpe: 1.79 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.81% (lower mid).
  • Modified duration: 3.52 yrs (bottom quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹33,574 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.17% (lower mid).
  • 1M return: 0.31% (lower mid).
  • Sharpe: 2.12 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.78% (bottom quartile).
  • Modified duration: 2.49 yrs (upper mid).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹22,070 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.08% (bottom quartile).
  • 1M return: 0.30% (bottom quartile).
  • Sharpe: 2.15 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.11% (top quartile).
  • Modified duration: 2.18 yrs (upper mid).

SBI Short Term Debt Fund

  • Lower mid AUM (₹16,453 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.08% (bottom quartile).
  • 1M return: 0.34% (upper mid).
  • Sharpe: 1.89 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.87% (upper mid).
  • Modified duration: 2.73 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 (%)2024 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹40.414
↑ 0.01
₹2,7441.4512.59.311.910.5 Medium term Bond
Axis Strategic Bond Fund Growth ₹28.3805
↑ 0.01
₹1,9381.24.78.47.96.9 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹45.5509
↑ 0.04
₹5,6881.54.98.77.878 Medium term Bond
ICICI Prudential Gilt Fund Growth ₹103.312
↑ 0.10
₹7,33003.77.17.86.4 Government Bond
Kotak Medium Term Fund Growth ₹23.1185
↑ 0.03
₹1,8171.55.18.37.76.69 Medium term Bond
SBI Magnum Medium Duration Fund Growth ₹51.6844
↑ 0.02
₹6,58914.17.57.56.48.1 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanAxis Strategic Bond FundICICI Prudential Medium Term Bond FundICICI Prudential Gilt FundKotak Medium Term FundSBI Magnum Medium Duration Fund
Point 1Lower mid AUM (₹2,744 Cr).Bottom quartile AUM (₹1,938 Cr).Upper mid AUM (₹5,688 Cr).Highest AUM (₹7,330 Cr).Bottom quartile AUM (₹1,817 Cr).Upper mid AUM (₹6,589 Cr).
Point 2Established history (16+ yrs).Established history (13+ yrs).Established history (21+ yrs).Oldest track record among peers (26 yrs).Established history (11+ yrs).Established history (21+ yrs).
Point 3Top rated.Rating: 4★ (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: 12.51% (top quartile).1Y return: 8.38% (upper mid).1Y return: 8.68% (upper mid).1Y return: 7.10% (bottom quartile).1Y return: 8.35% (lower mid).1Y return: 7.53% (bottom quartile).
Point 61M return: 0.37% (lower mid).1M return: 0.43% (upper mid).1M return: 0.60% (upper mid).1M return: -0.02% (bottom quartile).1M return: 0.69% (top quartile).1M return: 0.34% (bottom quartile).
Point 7Sharpe: 2.94 (top quartile).Sharpe: 1.96 (upper mid).Sharpe: 2.39 (upper mid).Sharpe: 1.16 (bottom quartile).Sharpe: 1.81 (lower mid).Sharpe: 1.35 (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): 7.44% (lower mid).Yield to maturity (debt): 7.64% (upper mid).Yield to maturity (debt): 7.67% (upper mid).Yield to maturity (debt): 6.63% (bottom quartile).Yield to maturity (debt): 7.73% (top quartile).Yield to maturity (debt): 7.29% (bottom quartile).
Point 10Modified duration: 3.55 yrs (lower mid).Modified duration: 3.01 yrs (top quartile).Modified duration: 3.10 yrs (upper mid).Modified duration: 4.18 yrs (bottom quartile).Modified duration: 3.31 yrs (upper mid).Modified duration: 3.79 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

  • Lower mid AUM (₹2,744 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 12.51% (top quartile).
  • 1M return: 0.37% (lower mid).
  • Sharpe: 2.94 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.44% (lower mid).
  • Modified duration: 3.55 yrs (lower mid).

Axis Strategic Bond Fund

  • Bottom quartile AUM (₹1,938 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.38% (upper mid).
  • 1M return: 0.43% (upper mid).
  • Sharpe: 1.96 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.64% (upper mid).
  • Modified duration: 3.01 yrs (top quartile).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,688 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.68% (upper mid).
  • 1M return: 0.60% (upper mid).
  • Sharpe: 2.39 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.67% (upper mid).
  • Modified duration: 3.10 yrs (upper mid).

ICICI Prudential Gilt Fund

  • Highest AUM (₹7,330 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.10% (bottom quartile).
  • 1M return: -0.02% (bottom quartile).
  • Sharpe: 1.16 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.63% (bottom quartile).
  • Modified duration: 4.18 yrs (bottom quartile).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,817 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.35% (lower mid).
  • 1M return: 0.69% (top quartile).
  • Sharpe: 1.81 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.73% (top quartile).
  • Modified duration: 3.31 yrs (upper mid).

SBI Magnum Medium Duration Fund

  • Upper mid AUM (₹6,589 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.53% (bottom quartile).
  • 1M return: 0.34% (bottom quartile).
  • Sharpe: 1.35 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.29% (bottom quartile).
  • Modified duration: 3.79 yrs (bottom quartile).

उच्च जोखिम वाले निवेशकों के लिए शीर्ष रैंक वाले म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Motilal Oswal Midcap 30 Fund  Growth ₹105.928
↑ 1.07
₹33,6094.919.6-0.227.132.9 Mid Cap
Nippon India Small Cap Fund Growth ₹171.568
↑ 0.92
₹65,9221.820.6-5.923.131.426.1 Small Cap
HDFC Small Cap Fund Growth ₹144.249
₹36,3534.7270.323.229.620.4 Small Cap
Nippon India Multi Cap Fund Growth ₹306.311
↑ 1.63
₹45,8813.220.30.723.129.6 Multi Cap
Edelweiss Mid Cap Fund Growth ₹102.286
₹11,0271.422.21.123.928.538.9 Mid Cap
HDFC Mid-Cap Opportunities Fund Growth ₹196.874
↑ 1.28
₹83,847321.11.825.228.4 Mid Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Nippon India Small Cap FundHDFC Small Cap FundNippon India Multi Cap FundEdelweiss Mid Cap FundHDFC Mid-Cap Opportunities Fund
Point 1Bottom quartile AUM (₹33,609 Cr).Upper mid AUM (₹65,922 Cr).Lower mid AUM (₹36,353 Cr).Upper mid AUM (₹45,881 Cr).Bottom quartile AUM (₹11,027 Cr).Highest AUM (₹83,847 Cr).
Point 2Established history (11+ yrs).Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (20 yrs).Established history (17+ yrs).Established history (18+ yrs).
Point 3Rating: 3★ (upper mid).Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 32.90% (top quartile).5Y return: 31.40% (upper mid).5Y return: 29.58% (upper mid).5Y return: 29.56% (lower mid).5Y return: 28.45% (bottom quartile).5Y return: 28.39% (bottom quartile).
Point 63Y return: 27.10% (top quartile).3Y return: 23.08% (bottom quartile).3Y return: 23.19% (lower mid).3Y return: 23.06% (bottom quartile).3Y return: 23.91% (upper mid).3Y return: 25.18% (upper mid).
Point 71Y return: -0.18% (bottom quartile).1Y return: -5.90% (bottom quartile).1Y return: 0.30% (lower mid).1Y return: 0.72% (upper mid).1Y return: 1.14% (upper mid).1Y return: 1.80% (top quartile).
Point 8Alpha: 3.70 (upper mid).Alpha: -3.84 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 2.00 (lower mid).Alpha: 5.32 (top quartile).Alpha: 2.03 (upper mid).
Point 9Sharpe: -0.11 (upper mid).Sharpe: -0.51 (bottom quartile).Sharpe: -0.17 (upper mid).Sharpe: -0.27 (bottom quartile).Sharpe: -0.06 (top quartile).Sharpe: -0.21 (lower mid).
Point 10Information ratio: 0.44 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.95 (top quartile).Information ratio: 0.20 (lower mid).Information ratio: 0.76 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Bottom quartile AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.90% (top quartile).
  • 3Y return: 27.10% (top quartile).
  • 1Y return: -0.18% (bottom quartile).
  • Alpha: 3.70 (upper mid).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (upper mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹65,922 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.40% (upper mid).
  • 3Y return: 23.08% (bottom quartile).
  • 1Y return: -5.90% (bottom quartile).
  • Alpha: -3.84 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

HDFC Small Cap Fund

  • Lower mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.58% (upper mid).
  • 3Y return: 23.19% (lower mid).
  • 1Y return: 0.30% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,881 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.56% (lower mid).
  • 3Y return: 23.06% (bottom quartile).
  • 1Y return: 0.72% (upper mid).
  • Alpha: 2.00 (lower mid).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: 0.95 (top quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,027 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 28.45% (bottom quartile).
  • 3Y return: 23.91% (upper mid).
  • 1Y return: 1.14% (upper mid).
  • Alpha: 5.32 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.20 (lower mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,847 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.39% (bottom quartile).
  • 3Y return: 25.18% (upper mid).
  • 1Y return: 1.80% (top quartile).
  • Alpha: 2.03 (upper mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: 0.76 (upper mid).

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