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जोखिम की भूख के अनुसार शीर्ष रैंक वाले म्युचुअल फंड

Updated on January 22, 2026 , 7236 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 ₹567.236
↑ 0.15
₹23,6151.32.87.17.47.46.81%5M 19D6M 11D Ultrashort Bond
ICICI Prudential Ultra Short Term Fund Growth ₹28.628
↑ 0.00
₹16,9071.32.86.97.17.16.82%5M 19D7M 10D Ultrashort Bond
SBI Magnum Ultra Short Duration Fund Growth ₹6,172.87
↑ 0.73
₹14,6391.32.86.87.176.49%5M 5D5M 23D Ultrashort Bond
Kotak Savings Fund Growth ₹44.25
↑ 0.00
₹14,2431.32.76.66.96.86.66%5M 26D6M 25D Ultrashort Bond
Nippon India Ultra Short Duration Fund Growth ₹4,157.68
↑ 0.41
₹11,0601.32.76.66.96.87%3Y 6M 18D4Y 8M 8D Ultrashort Bond
Axis Liquid Fund Growth ₹3,001.98
↑ 0.42
₹35,6531.42.96.476.66.06%1M 28D2M 2D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26

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 (₹23,615 Cr).Upper mid AUM (₹16,907 Cr).Lower mid AUM (₹14,639 Cr).Bottom quartile AUM (₹14,243 Cr).Bottom quartile AUM (₹11,060 Cr).Highest AUM (₹35,653 Cr).
Point 2Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (26 yrs).Established history (21+ yrs).Established history (24+ yrs).Established history (16+ 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: 7.13% (top quartile).1Y return: 6.88% (upper mid).1Y return: 6.79% (upper mid).1Y return: 6.63% (lower mid).1Y return: 6.59% (bottom quartile).1Y return: 6.43% (bottom quartile).
Point 61M return: 0.37% (bottom quartile).1M return: 0.36% (bottom quartile).1M return: 0.39% (upper mid).1M return: 0.37% (lower mid).1M return: 0.38% (upper mid).1M return: 0.47% (top quartile).
Point 7Sharpe: 3.14 (upper mid).Sharpe: 2.94 (upper mid).Sharpe: 2.90 (lower mid).Sharpe: 2.06 (bottom quartile).Sharpe: 2.30 (bottom quartile).Sharpe: 3.47 (top 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): 6.81% (upper mid).Yield to maturity (debt): 6.82% (upper mid).Yield to maturity (debt): 6.49% (bottom quartile).Yield to maturity (debt): 6.66% (lower mid).Yield to maturity (debt): 7.00% (top quartile).Yield to maturity (debt): 6.06% (bottom quartile).
Point 10Modified duration: 0.47 yrs (upper mid).Modified duration: 0.47 yrs (lower mid).Modified duration: 0.43 yrs (upper mid).Modified duration: 0.49 yrs (bottom quartile).Modified duration: 3.55 yrs (bottom quartile).Modified duration: 0.16 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

  • Upper mid AUM (₹23,615 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.13% (top quartile).
  • 1M return: 0.37% (bottom quartile).
  • Sharpe: 3.14 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.81% (upper mid).
  • Modified duration: 0.47 yrs (upper mid).

ICICI Prudential Ultra Short Term Fund

  • Upper mid AUM (₹16,907 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.88% (upper mid).
  • 1M return: 0.36% (bottom quartile).
  • Sharpe: 2.94 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.82% (upper mid).
  • Modified duration: 0.47 yrs (lower mid).

SBI Magnum Ultra Short Duration Fund

  • Lower mid AUM (₹14,639 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.79% (upper mid).
  • 1M return: 0.39% (upper mid).
  • Sharpe: 2.90 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.49% (bottom quartile).
  • Modified duration: 0.43 yrs (upper mid).

Kotak Savings Fund

  • Bottom quartile AUM (₹14,243 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 6.63% (lower mid).
  • 1M return: 0.37% (lower mid).
  • Sharpe: 2.06 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.66% (lower mid).
  • Modified duration: 0.49 yrs (bottom quartile).

Nippon India Ultra Short Duration Fund

  • Bottom quartile AUM (₹11,060 Cr).
  • Established history (24+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.59% (bottom quartile).
  • 1M return: 0.38% (upper mid).
  • Sharpe: 2.30 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.00% (top quartile).
  • Modified duration: 3.55 yrs (bottom quartile).

Axis Liquid Fund

  • Highest AUM (₹35,653 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.43% (bottom quartile).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.47 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.06% (bottom quartile).
  • Modified duration: 0.16 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.
ICICI Prudential Short Term Fund Growth ₹62.1375
↑ 0.00
₹20,93512.47.57.687.32%2Y 6M 29D4Y 7M 24D Short term Bond
Axis Short Term Fund Growth ₹31.8627
↑ 0.00
₹12,7080.72.17.57.48.17.04%2Y 3M 14D2Y 10M 2D Short term Bond
ICICI Prudential Corporate Bond Fund Growth ₹30.7912
↑ 0.00
₹33,8710.92.37.57.787.02%2Y 11M 1D5Y 5M 12D Corporate Bond
HDFC Short Term Debt Fund Growth ₹32.9932
↑ 0.00
₹18,0790.82.17.37.67.87.11%2Y 5M 12D3Y 6M 25D Short term Bond
SBI Short Term Debt Fund Growth ₹33.0668
↑ 0.01
₹17,5160.727.27.27.87.12%2Y 7M 10D3Y 2M 19D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹3,881.32
↑ 1.27
₹18,8410.61.87.27.57.87.04%2Y 11M 12D4Y 6M 14D Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryICICI Prudential Short Term FundAxis Short Term FundICICI Prudential Corporate Bond FundHDFC Short Term Debt FundSBI Short Term Debt FundKotak Corporate Bond Fund Standard
Point 1Upper mid AUM (₹20,935 Cr).Bottom quartile AUM (₹12,708 Cr).Highest AUM (₹33,871 Cr).Lower mid AUM (₹18,079 Cr).Bottom quartile AUM (₹17,516 Cr).Upper mid AUM (₹18,841 Cr).
Point 2Oldest track record among peers (24 yrs).Established history (16+ yrs).Established history (16+ yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 7.53% (top quartile).1Y return: 7.47% (upper mid).1Y return: 7.46% (upper mid).1Y return: 7.26% (lower mid).1Y return: 7.22% (bottom quartile).1Y return: 7.18% (bottom quartile).
Point 61M return: 0.22% (top quartile).1M return: 0.19% (lower mid).1M return: 0.22% (upper mid).1M return: 0.17% (bottom quartile).1M return: 0.20% (upper mid).1M return: 0.13% (bottom quartile).
Point 7Sharpe: 1.58 (top quartile).Sharpe: 1.41 (upper mid).Sharpe: 1.43 (upper mid).Sharpe: 1.26 (lower mid).Sharpe: 1.15 (bottom quartile).Sharpe: 1.02 (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): 7.32% (top quartile).Yield to maturity (debt): 7.04% (lower mid).Yield to maturity (debt): 7.02% (bottom quartile).Yield to maturity (debt): 7.11% (upper mid).Yield to maturity (debt): 7.12% (upper mid).Yield to maturity (debt): 7.04% (bottom quartile).
Point 10Modified duration: 2.58 yrs (upper mid).Modified duration: 2.29 yrs (top quartile).Modified duration: 2.92 yrs (bottom quartile).Modified duration: 2.45 yrs (upper mid).Modified duration: 2.61 yrs (lower mid).Modified duration: 2.95 yrs (bottom quartile).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹20,935 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.53% (top quartile).
  • 1M return: 0.22% (top quartile).
  • Sharpe: 1.58 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.32% (top quartile).
  • Modified duration: 2.58 yrs (upper mid).

Axis Short Term Fund

  • Bottom quartile AUM (₹12,708 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.47% (upper mid).
  • 1M return: 0.19% (lower mid).
  • Sharpe: 1.41 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.04% (lower mid).
  • Modified duration: 2.29 yrs (top quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹33,871 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.46% (upper mid).
  • 1M return: 0.22% (upper mid).
  • Sharpe: 1.43 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.02% (bottom quartile).
  • Modified duration: 2.92 yrs (bottom quartile).

HDFC Short Term Debt Fund

  • Lower mid AUM (₹18,079 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.26% (lower mid).
  • 1M return: 0.17% (bottom quartile).
  • Sharpe: 1.26 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.11% (upper mid).
  • Modified duration: 2.45 yrs (upper mid).

SBI Short Term Debt Fund

  • Bottom quartile AUM (₹17,516 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.22% (bottom quartile).
  • 1M return: 0.20% (upper mid).
  • Sharpe: 1.15 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.12% (upper mid).
  • Modified duration: 2.61 yrs (lower mid).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹18,841 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.18% (bottom quartile).
  • 1M return: 0.13% (bottom quartile).
  • Sharpe: 1.02 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.04% (bottom quartile).
  • Modified duration: 2.95 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 (%)2024 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹41.9381
↑ 0.01
₹2,9052.64.212.29.912.110.9 Medium term Bond
Axis Strategic Bond Fund Growth ₹28.9292
↑ 0.00
₹2,05912.47.87.96.68.2 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹46.5752
↓ -0.01
₹5,7081.22.98.47.96.79 Medium term Bond
Kotak Medium Term Fund Growth ₹23.6065
↑ 0.01
₹2,0150.92.98.37.86.38.9 Medium term Bond
ICICI Prudential Gilt Fund Growth ₹104.764
↓ -0.02
₹9,1810.30.86.37.66.16.8 Government Bond
SBI Magnum Medium Duration Fund Growth ₹52.6375
↑ 0.01
₹6,88912.177.467.5 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanAxis Strategic Bond FundICICI Prudential Medium Term Bond FundKotak Medium Term FundICICI Prudential Gilt FundSBI Magnum Medium Duration Fund
Point 1Lower mid AUM (₹2,905 Cr).Bottom quartile AUM (₹2,059 Cr).Upper mid AUM (₹5,708 Cr).Bottom quartile AUM (₹2,015 Cr).Highest AUM (₹9,181 Cr).Upper mid AUM (₹6,889 Cr).
Point 2Established history (16+ yrs).Established history (13+ yrs).Established history (21+ yrs).Established history (11+ yrs).Oldest track record among peers (26 yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).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: 12.25% (top quartile).1Y return: 7.77% (lower mid).1Y return: 8.39% (upper mid).1Y return: 8.32% (upper mid).1Y return: 6.27% (bottom quartile).1Y return: 6.98% (bottom quartile).
Point 61M return: 2.11% (top quartile).1M return: 0.31% (bottom quartile).1M return: 0.35% (upper mid).1M return: 0.28% (bottom quartile).1M return: 0.35% (upper mid).1M return: 0.34% (lower mid).
Point 7Sharpe: 2.01 (upper mid).Sharpe: 1.39 (lower mid).Sharpe: 2.06 (top quartile).Sharpe: 1.71 (upper mid).Sharpe: 0.24 (bottom quartile).Sharpe: 0.82 (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): 7.78% (bottom quartile).Yield to maturity (debt): 7.86% (upper mid).Yield to maturity (debt): 7.92% (top quartile).Yield to maturity (debt): 7.89% (upper mid).Yield to maturity (debt): 7.25% (bottom quartile).Yield to maturity (debt): 7.81% (lower mid).
Point 10Modified duration: 3.40 yrs (bottom quartile).Modified duration: 3.33 yrs (lower mid).Modified duration: 3.18 yrs (upper mid).Modified duration: 3.23 yrs (upper mid).Modified duration: 6.52 yrs (bottom quartile).Modified duration: 3.09 yrs (top quartile).

Aditya Birla Sun Life Medium Term Plan

  • Lower mid AUM (₹2,905 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 12.25% (top quartile).
  • 1M return: 2.11% (top quartile).
  • Sharpe: 2.01 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.78% (bottom quartile).
  • Modified duration: 3.40 yrs (bottom quartile).

Axis Strategic Bond Fund

  • Bottom quartile AUM (₹2,059 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.77% (lower mid).
  • 1M return: 0.31% (bottom quartile).
  • Sharpe: 1.39 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.86% (upper mid).
  • Modified duration: 3.33 yrs (lower mid).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,708 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.39% (upper mid).
  • 1M return: 0.35% (upper mid).
  • Sharpe: 2.06 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.92% (top quartile).
  • Modified duration: 3.18 yrs (upper mid).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹2,015 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.32% (upper mid).
  • 1M return: 0.28% (bottom quartile).
  • Sharpe: 1.71 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.89% (upper mid).
  • Modified duration: 3.23 yrs (upper mid).

ICICI Prudential Gilt Fund

  • Highest AUM (₹9,181 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.27% (bottom quartile).
  • 1M return: 0.35% (upper mid).
  • Sharpe: 0.24 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.25% (bottom quartile).
  • Modified duration: 6.52 yrs (bottom quartile).

SBI Magnum Medium Duration Fund

  • Upper mid AUM (₹6,889 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.98% (bottom quartile).
  • 1M return: 0.34% (lower mid).
  • Sharpe: 0.82 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.81% (lower mid).
  • Modified duration: 3.09 yrs (top 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 ₹91.5177
↓ -2.23
₹36,880-11.9-12-7.32224.9-12.1 Mid Cap
Nippon India Small Cap Fund Growth ₹154.498
↓ -2.68
₹68,287-9.6-11.3-4.818.724.8-4.7 Small Cap
HDFC Mid-Cap Opportunities Fund Growth ₹196.667
↓ -2.90
₹92,642-1.6-0.69.324.2246.8 Mid Cap
Edelweiss Mid Cap Fund Growth ₹99.408
↓ -1.43
₹13,650-3.4-2.65.624.622.93.8 Mid Cap
Nippon India Multi Cap Fund Growth ₹281.173
↓ -3.86
₹50,352-7.9-7.63.619.222.84.1 Multi Cap
HDFC Small Cap Fund Growth ₹130.313
↓ -1.65
₹37,753-8.6-9.10.11822.3-0.6 Small Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Nippon India Small Cap FundHDFC Mid-Cap Opportunities FundEdelweiss Mid Cap FundNippon India Multi Cap FundHDFC Small Cap Fund
Point 1Bottom quartile AUM (₹36,880 Cr).Upper mid AUM (₹68,287 Cr).Highest AUM (₹92,642 Cr).Bottom quartile AUM (₹13,650 Cr).Upper mid AUM (₹50,352 Cr).Lower mid AUM (₹37,753 Cr).
Point 2Established history (11+ yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (18+ yrs).Oldest track record among peers (20 yrs).Established history (17+ yrs).
Point 3Rating: 3★ (upper mid).Top rated.Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 24.95% (top quartile).5Y return: 24.77% (upper mid).5Y return: 23.97% (upper mid).5Y return: 22.88% (lower mid).5Y return: 22.78% (bottom quartile).5Y return: 22.33% (bottom quartile).
Point 63Y return: 21.96% (upper mid).3Y return: 18.73% (bottom quartile).3Y return: 24.18% (upper mid).3Y return: 24.61% (top quartile).3Y return: 19.19% (lower mid).3Y return: 18.02% (bottom quartile).
Point 71Y return: -7.31% (bottom quartile).1Y return: -4.79% (bottom quartile).1Y return: 9.28% (top quartile).1Y return: 5.61% (upper mid).1Y return: 3.61% (upper mid).1Y return: 0.13% (lower mid).
Point 8Alpha: -18.12 (bottom quartile).Alpha: -1.23 (upper mid).Alpha: 0.63 (top quartile).Alpha: -1.98 (bottom quartile).Alpha: -1.30 (lower mid).Alpha: 0.00 (upper mid).
Point 9Sharpe: -0.79 (bottom quartile).Sharpe: -0.42 (bottom quartile).Sharpe: 0.12 (top quartile).Sharpe: -0.02 (upper mid).Sharpe: -0.05 (upper mid).Sharpe: -0.23 (lower mid).
Point 10Information ratio: 0.10 (lower mid).Information ratio: -0.02 (bottom quartile).Information ratio: 0.44 (upper mid).Information ratio: 0.40 (upper mid).Information ratio: 0.64 (top quartile).Information ratio: 0.00 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Bottom quartile AUM (₹36,880 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.95% (top quartile).
  • 3Y return: 21.96% (upper mid).
  • 1Y return: -7.31% (bottom quartile).
  • Alpha: -18.12 (bottom quartile).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.10 (lower mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹68,287 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.77% (upper mid).
  • 3Y return: 18.73% (bottom quartile).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: -1.23 (upper mid).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: -0.02 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹92,642 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.97% (upper mid).
  • 3Y return: 24.18% (upper mid).
  • 1Y return: 9.28% (top quartile).
  • Alpha: 0.63 (top quartile).
  • Sharpe: 0.12 (top quartile).
  • Information ratio: 0.44 (upper mid).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹13,650 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 22.88% (lower mid).
  • 3Y return: 24.61% (top quartile).
  • 1Y return: 5.61% (upper mid).
  • Alpha: -1.98 (bottom quartile).
  • Sharpe: -0.02 (upper mid).
  • Information ratio: 0.40 (upper mid).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,352 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.78% (bottom quartile).
  • 3Y return: 19.19% (lower mid).
  • 1Y return: 3.61% (upper mid).
  • Alpha: -1.30 (lower mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 0.64 (top quartile).

HDFC Small Cap Fund

  • Lower mid AUM (₹37,753 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.33% (bottom quartile).
  • 3Y return: 18.02% (bottom quartile).
  • 1Y return: 0.13% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.23 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

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