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ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on November 6, 2025 , 16016 views

ಹೂಡಿಕೆ ಮಾಡಲು ಸರಿಯಾದ ಫಂಡ್ ಅನ್ನು ಆಯ್ಕೆ ಮಾಡುವುದು ಸುಲಭವಲ್ಲ! ಅನೇಕಹೂಡಿಕೆದಾರ ಉತ್ತಮ ಆದಾಯವನ್ನು ಪಡೆಯಲು ಉತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ನಿಧಿಗಳನ್ನು ಹುಡುಕುತ್ತದೆ. ಆದಾಗ್ಯೂ, ಹೂಡಿಕೆದಾರರು ನಿಧಿಯಲ್ಲಿ ನೋಡಬೇಕಾದ ಏಕೈಕ ಮಾನದಂಡವೆಂದರೆ ಆದಾಯವಲ್ಲ. AUM, ಫಂಡ್ ವಯಸ್ಸು, ಪೀರ್ ಸರಾಸರಿ ರಿಟರ್ನ್ಸ್, ಫಂಡ್ ಮ್ಯಾನೇಜರ್, ಎಕ್ಸಿಟ್ ಲೋಡ್, ಇತ್ಯಾದಿಗಳಂತಹ ವಿವಿಧ ಪ್ರಮುಖ ನಿಯತಾಂಕಗಳು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳ ಸ್ಥಿರತೆ ಮತ್ತು ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ನಿರ್ಧರಿಸುತ್ತದೆ. ಹೆಚ್ಚಿನ ರಿಟರ್ನ್ ಫಂಡ್‌ಗಳನ್ನು ನೋಡುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು, ಕಳೆದ ಕೆಲವು ವರ್ಷಗಳಿಂದ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ವಿಶ್ಲೇಷಿಸಬಹುದು ಮತ್ತು ಹೆಚ್ಚು ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ನೀಡಿದ ನಿಧಿಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಮೊದಲಿಗೆ, ಮೂಲವನ್ನು ಅರ್ಥಮಾಡಿಕೊಳ್ಳೋಣಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು.

Best-MF-Highest-returns

ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳು ಯಾವುವು?

ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳು ಅತ್ಯಂತ ಜನಪ್ರಿಯ ವಿಧಾನಗಳಲ್ಲಿ ಒಂದಾಗಿದೆಹೂಡಿಕೆ ಹಣ. ಇದು ಹೂಡಿಕೆದಾರರಿಂದ ಹಣವನ್ನು ಸಂಗ್ರಹಿಸುತ್ತದೆ ಮತ್ತು ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ,ಹಣದ ಮಾರುಕಟ್ಟೆ ಉಪಕರಣಗಳು,ಬಾಂಡ್ಗಳು ಮತ್ತು ಇತರ ರೀತಿಯ ಭದ್ರತೆಗಳು. ಉದಾಹರಣೆಗೆ, ಈಕ್ವಿಟಿ ಫಂಡ್ ಕಂಪನಿಯ ಷೇರುಗಳು/ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ ಮತ್ತು ಎಸಾಲ ನಿಧಿ ಡಿಬೆಂಚರ್‌ಗಳು, ಬಾಂಡ್‌ಗಳು, ಇತ್ಯಾದಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ. ಪ್ರತಿಯೊಂದು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಪ್ರಕಾರಗಳು ಹೂಡಿಕೆ ಉದ್ದೇಶದೊಂದಿಗೆ ಬರುತ್ತವೆ. ಭಾರತದಲ್ಲಿ 42 ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಕಂಪನಿಗಳಿವೆ (ಎಂದು ಕರೆಯಲಾಗುತ್ತದೆಆಸ್ತಿ ನಿರ್ವಹಣೆ ಕಂಪನಿಗಳು ಅಥವಾ AMC ಗಳು) ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳನ್ನು ಒದಗಿಸುತ್ತವೆ. ಈ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಕಂಪನಿಗಳು ನಿಯಂತ್ರಿಸಲ್ಪಡುತ್ತವೆSEBI. ಸೆಕ್ಯುರಿಟೀಸ್ ಅಂಡ್ ಎಕ್ಸ್ಚೇಂಜ್ ಬೋರ್ಡ್ ಆಫ್ ಇಂಡಿಯಾ (SEBI) ಭಾರತದಲ್ಲಿನ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ನಿಯಂತ್ರಕ ಸಂಸ್ಥೆಯಾಗಿದೆ.

ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಹೂಡಿಕೆ ಮಾಡಲು ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

ವಿವಿಧಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ವಿಧಗಳು ಇವೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು, ಸಾಲ ನಿಧಿಗಳು ಮತ್ತು ಹೈಬ್ರಿಡ್ ನಿಧಿಗಳು. ಪ್ರತಿಯೊಂದು ನಿಧಿಯು ಕೆಲವು ಹೂಡಿಕೆ ಉದ್ದೇಶಗಳನ್ನು ಹೊಂದಿದೆ ಮತ್ತು ಹೂಡಿಕೆದಾರರ ಹೂಡಿಕೆ ಗುರಿಗಳನ್ನು ಪೂರೈಸುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆ. ಆದ್ದರಿಂದ, ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ನೀಡುವ ಅವರ ನಿಧಿಗಳೊಂದಿಗೆ ಈ ಯೋಜನೆಗಳನ್ನು ನೋಡೋಣ.

ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಅತ್ಯುತ್ತಮ ಸಾಲ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

ಡೆಟ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳು ಮುಖ್ಯವಾಗಿ ಸ್ಥಿರದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆಆದಾಯ ಸರ್ಕಾರಿ ಭದ್ರತೆಗಳು, ಖಜಾನೆ ಬಿಲ್‌ಗಳು, ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳು, ಇತ್ಯಾದಿ. ಈ ನಿಧಿಗಳನ್ನು ಸಾಂಪ್ರದಾಯಿಕವಾಗಿ ಸ್ಥಿರ ಆದಾಯ ಮತ್ತು ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಹುಡುಕುತ್ತಿರುವವರು ಆದರ್ಶಪ್ರಾಯವಾಗಿ ಆದ್ಯತೆ ನೀಡುತ್ತಾರೆಬ್ಯಾಂಕ್ ಖಾತೆಗಳು. ಸಾಲ ನಿಧಿಗಳು ಅಲ್ಪಾವಧಿಯಲ್ಲಿ ಅದರ ಅತ್ಯುತ್ತಮ ಆದಾಯಕ್ಕೆ ಹೆಸರುವಾಸಿಯಾಗಿದೆ. ಕಡಿಮೆ ಹಸಿವು ಹೊಂದಿರುವ ಹೂಡಿಕೆದಾರರು ಬಯಸುತ್ತಾರೆಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ ಸಾಲ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಆದ್ಯತೆ ನೀಡಬೇಕು. ಈ ನಿಧಿಗಳು ಈಕ್ವಿಟಿಗಳಿಗಿಂತ ತುಲನಾತ್ಮಕವಾಗಿ ಕಡಿಮೆ ಬಾಷ್ಪಶೀಲವಾಗಿವೆ. ಲಿಕ್ವಿಡ್, ಅಲ್ಟ್ರಾ-ಶಾರ್ಟ್ ಟರ್ಮ್, ಶಾರ್ಟ್ ಟರ್ಮ್ ನಂತಹ ಡೆಟ್ ಫಂಡ್ ಗಳು ಅಲ್ಪಾವಧಿ ಹೂಡಿಕೆಗೆ ಉತ್ತಮ ಆಯ್ಕೆಯಾಗಿದೆ. ದೀರ್ಘಾವಧಿಯ ಸಾಲ ನಿಧಿಗಳು ಅಪಾಯಕಾರಿ ಮತ್ತು ಈ ಸೆಕ್ಯುರಿಟಿಗಳ ಮುಕ್ತಾಯವು 5-7 ವರ್ಷಗಳವರೆಗೆ, ಕೆಲವು ಸಂದರ್ಭಗಳಲ್ಲಿ 10 ವರ್ಷಗಳು ಮತ್ತು ಅದಕ್ಕಿಂತ ಹೆಚ್ಚಿನದಾಗಿರುತ್ತದೆ. ಸಾಲ ನಿಧಿಗಳ ವರ್ಗಗಳು, ಅವುಗಳ ಹೆಚ್ಚಿನ ಆದಾಯಗಳ ಜೊತೆಗೆ ಈ ಕೆಳಗಿನಂತಿವೆ.

1 ವರ್ಷದ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಲಿಕ್ವಿಡ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Liquid Fund Growth ₹3,069.65
↑ 0.48 		₹1,8240.51.436.77.45.82%1M 10D1M 10D
Axis Liquid Fund Growth ₹2,966.76
↑ 0.48 		₹37,1220.51.436.77.45.9%1M 9D1M 11D
Indiabulls Liquid Fund Growth ₹2,576.76
↑ 0.43 		₹3030.51.436.77.45.88%1M 3D1M 3D
PGIM India Insta Cash Fund Growth ₹346.86
↑ 0.05 		₹5270.51.436.77.35.83%20D22D
Edelweiss Liquid Fund Growth ₹3,407.6
↑ 0.55 		₹10,2180.51.436.77.35.83%1M 10D1M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryBOI AXA Liquid FundAxis Liquid FundIndiabulls Liquid Fund PGIM India Insta Cash FundEdelweiss Liquid Fund
Point 1Lower mid AUM (₹1,824 Cr).Highest AUM (₹37,122 Cr).Bottom quartile AUM (₹303 Cr).Bottom quartile AUM (₹527 Cr).Upper mid AUM (₹10,218 Cr).
Point 2Established history (17+ yrs).Established history (16+ yrs).Established history (14+ yrs).Oldest track record among peers (18 yrs).Established history (18+ yrs).
Point 3Rating: 3★ (bottom quartile).Rating: 4★ (lower mid).Top rated.Rating: 5★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 6.72% (top quartile).1Y return: 6.72% (upper mid).1Y return: 6.71% (lower mid).1Y return: 6.69% (bottom quartile).1Y return: 6.69% (bottom quartile).
Point 61M return: 0.48% (top quartile).1M return: 0.47% (bottom quartile).1M return: 0.48% (upper mid).1M return: 0.47% (bottom quartile).1M return: 0.47% (lower mid).
Point 7Sharpe: 4.59 (top quartile).Sharpe: 3.41 (bottom quartile).Sharpe: 3.54 (bottom quartile).Sharpe: 3.57 (lower mid).Sharpe: 3.91 (upper mid).
Point 8Information ratio: 0.74 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -1.18 (bottom quartile).Information ratio: -0.64 (bottom quartile).Information ratio: 0.00 (lower mid).
Point 9Yield to maturity (debt): 5.82% (bottom quartile).Yield to maturity (debt): 5.90% (top quartile).Yield to maturity (debt): 5.88% (upper mid).Yield to maturity (debt): 5.83% (lower mid).Yield to maturity (debt): 5.83% (bottom quartile).
Point 10Modified duration: 0.11 yrs (bottom quartile).Modified duration: 0.11 yrs (lower mid).Modified duration: 0.09 yrs (upper mid).Modified duration: 0.06 yrs (top quartile).Modified duration: 0.11 yrs (bottom quartile).

BOI AXA Liquid Fund

  • Lower mid AUM (₹1,824 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.72% (top quartile).
  • 1M return: 0.48% (top quartile).
  • Sharpe: 4.59 (top quartile).
  • Information ratio: 0.74 (top quartile).
  • Yield to maturity (debt): 5.82% (bottom quartile).
  • Modified duration: 0.11 yrs (bottom quartile).

Axis Liquid Fund

  • Highest AUM (₹37,122 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.72% (upper mid).
  • 1M return: 0.47% (bottom quartile).
  • Sharpe: 3.41 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 5.90% (top quartile).
  • Modified duration: 0.11 yrs (lower mid).

Indiabulls Liquid Fund

  • Bottom quartile AUM (₹303 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Low.
  • 1Y return: 6.71% (lower mid).
  • 1M return: 0.48% (upper mid).
  • Sharpe: 3.54 (bottom quartile).
  • Information ratio: -1.18 (bottom quartile).
  • Yield to maturity (debt): 5.88% (upper mid).
  • Modified duration: 0.09 yrs (upper mid).

PGIM India Insta Cash Fund

  • Bottom quartile AUM (₹527 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.69% (bottom quartile).
  • 1M return: 0.47% (bottom quartile).
  • Sharpe: 3.57 (lower mid).
  • Information ratio: -0.64 (bottom quartile).
  • Yield to maturity (debt): 5.83% (lower mid).
  • Modified duration: 0.06 yrs (top quartile).

Edelweiss Liquid Fund

  • Upper mid AUM (₹10,218 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.69% (bottom quartile).
  • 1M return: 0.47% (lower mid).
  • Sharpe: 3.91 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 5.83% (bottom quartile).
  • Modified duration: 0.11 yrs (bottom quartile).

1 ವರ್ಷದ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಅಲ್ಟ್ರಾ ಶಾರ್ಟ್ ಟರ್ಮ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 		₹2971.35.913.78.8 0%1Y 15D
Aditya Birla Sun Life Savings Fund Growth ₹561.536
↑ 0.05 		₹21,5211.63.57.77.57.96.76%5M 8D6M 11D
ICICI Prudential Ultra Short Term Fund Growth ₹28.3402
↑ 0.01 		₹16,9801.53.47.37.27.56.66%4M 20D7M 2D
SBI Magnum Ultra Short Duration Fund Growth ₹6,107.83
↑ 1.26 		₹15,5251.53.27.17.27.46.22%5M 8D6M
Invesco India Ultra Short Term Fund Growth ₹2,754.88
↑ 0.46 		₹1,3301.43.1777.56.35%5M 16D5M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22

Research Highlights & Commentary of 5 Funds showcased

CommentaryFranklin India Ultra Short Bond Fund - Super Institutional PlanAditya Birla Sun Life Savings FundICICI Prudential Ultra Short Term FundSBI Magnum Ultra Short Duration FundInvesco India Ultra Short Term Fund
Point 1Bottom quartile AUM (₹297 Cr).Highest AUM (₹21,521 Cr).Upper mid AUM (₹16,980 Cr).Lower mid AUM (₹15,525 Cr).Bottom quartile AUM (₹1,330 Cr).
Point 2Established history (17+ yrs).Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (26 yrs).Established history (14+ yrs).
Point 3Rating: 1★ (bottom quartile).Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Low.Risk profile: Moderate.
Point 51Y return: 13.69% (top quartile).1Y return: 7.67% (upper mid).1Y return: 7.27% (lower mid).1Y return: 7.11% (bottom quartile).1Y return: 7.02% (bottom quartile).
Point 61M return: 0.59% (top quartile).1M return: 0.53% (upper mid).1M return: 0.51% (lower mid).1M return: 0.48% (bottom quartile).1M return: 0.45% (bottom quartile).
Point 7Sharpe: 2.57 (bottom quartile).Sharpe: 3.66 (top quartile).Sharpe: 2.88 (upper mid).Sharpe: 2.74 (bottom quartile).Sharpe: 2.79 (lower mid).
Point 8Information ratio: 0.00 (top quartile).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): 0.00% (bottom quartile).Yield to maturity (debt): 6.76% (top quartile).Yield to maturity (debt): 6.66% (upper mid).Yield to maturity (debt): 6.22% (bottom quartile).Yield to maturity (debt): 6.35% (lower mid).
Point 10Modified duration: 0.00 yrs (top quartile).Modified duration: 0.44 yrs (lower mid).Modified duration: 0.39 yrs (upper mid).Modified duration: 0.44 yrs (bottom quartile).Modified duration: 0.46 yrs (bottom quartile).

Franklin India Ultra Short Bond Fund - Super Institutional Plan

  • Bottom quartile AUM (₹297 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 13.69% (top quartile).
  • 1M return: 0.59% (top quartile).
  • Sharpe: 2.57 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 0.00% (bottom quartile).
  • Modified duration: 0.00 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

  • Highest AUM (₹21,521 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.67% (upper mid).
  • 1M return: 0.53% (upper mid).
  • Sharpe: 3.66 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.76% (top quartile).
  • Modified duration: 0.44 yrs (lower mid).

ICICI Prudential Ultra Short Term Fund

  • Upper mid AUM (₹16,980 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.27% (lower mid).
  • 1M return: 0.51% (lower mid).
  • Sharpe: 2.88 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.66% (upper mid).
  • Modified duration: 0.39 yrs (upper mid).

SBI Magnum Ultra Short Duration Fund

  • Lower mid AUM (₹15,525 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.11% (bottom quartile).
  • 1M return: 0.48% (bottom quartile).
  • Sharpe: 2.74 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.22% (bottom quartile).
  • Modified duration: 0.44 yrs (bottom quartile).

Invesco India Ultra Short Term Fund

  • Bottom quartile AUM (₹1,330 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.02% (bottom quartile).
  • 1M return: 0.45% (bottom quartile).
  • Sharpe: 2.79 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.35% (lower mid).
  • Modified duration: 0.46 yrs (bottom quartile).

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3 ವರ್ಷಗಳ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಅಲ್ಪಾವಧಿಯ ನಿಧಿಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 		₹13192.1192.1192.147.3 0%
HDFC Short Term Debt Fund Growth ₹32.8363
↑ 0.01 		₹17,9991.53.48.388.36.94%2Y 3M 7D3Y 5M 12D
ICICI Prudential Short Term Fund Growth ₹61.6678
↑ 0.01 		₹22,3391.53.38.27.87.87.27%2Y 7M 10D4Y 10M 20D
Nippon India Short Term Fund Growth ₹54.1693
↑ 0.01 		₹8,9351.53.48.57.887.04%2Y 6M 18D3Y 2M 19D
Axis Short Term Fund Growth ₹31.7195
↑ 0.01 		₹12,1291.53.48.67.886.89%2Y 5M 23D3Y 2M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryFranklin India Short Term Income Plan - Retail PlanHDFC Short Term Debt FundICICI Prudential Short Term FundNippon India Short Term FundAxis Short Term Fund
Point 1Bottom quartile AUM (₹13 Cr).Upper mid AUM (₹17,999 Cr).Highest AUM (₹22,339 Cr).Bottom quartile AUM (₹8,935 Cr).Lower mid AUM (₹12,129 Cr).
Point 2Established history (23+ yrs).Established history (15+ yrs).Oldest track record among peers (24 yrs).Established history (22+ yrs).Established history (15+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Top rated.Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 192.10% (top quartile).1Y return: 8.27% (bottom quartile).1Y return: 8.18% (bottom quartile).1Y return: 8.51% (lower mid).1Y return: 8.61% (upper mid).
Point 61M return: 192.10% (top quartile).1M return: 0.63% (upper mid).1M return: 0.52% (bottom quartile).1M return: 0.60% (lower mid).1M return: 0.54% (bottom quartile).
Point 7Sharpe: -90.89 (bottom quartile).Sharpe: 1.33 (lower mid).Sharpe: 1.43 (upper mid).Sharpe: 1.26 (bottom quartile).Sharpe: 1.56 (top quartile).
Point 8Information ratio: -2.42 (bottom quartile).Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 0.00% (bottom quartile).Yield to maturity (debt): 6.94% (lower mid).Yield to maturity (debt): 7.27% (top quartile).Yield to maturity (debt): 7.04% (upper mid).Yield to maturity (debt): 6.89% (bottom quartile).
Point 10Modified duration: 0.00 yrs (top quartile).Modified duration: 2.27 yrs (upper mid).Modified duration: 2.61 yrs (bottom quartile).Modified duration: 2.55 yrs (bottom quartile).Modified duration: 2.48 yrs (lower mid).

Franklin India Short Term Income Plan - Retail Plan

  • Bottom quartile AUM (₹13 Cr).
  • Established history (23+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 192.10% (top quartile).
  • 1M return: 192.10% (top quartile).
  • Sharpe: -90.89 (bottom quartile).
  • Information ratio: -2.42 (bottom quartile).
  • Yield to maturity (debt): 0.00% (bottom quartile).
  • Modified duration: 0.00 yrs (top quartile).

HDFC Short Term Debt Fund

  • Upper mid AUM (₹17,999 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.27% (bottom quartile).
  • 1M return: 0.63% (upper mid).
  • Sharpe: 1.33 (lower mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.94% (lower mid).
  • Modified duration: 2.27 yrs (upper mid).

ICICI Prudential Short Term Fund

  • Highest AUM (₹22,339 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 8.18% (bottom quartile).
  • 1M return: 0.52% (bottom quartile).
  • Sharpe: 1.43 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.27% (top quartile).
  • Modified duration: 2.61 yrs (bottom quartile).

Nippon India Short Term Fund

  • Bottom quartile AUM (₹8,935 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.51% (lower mid).
  • 1M return: 0.60% (lower mid).
  • Sharpe: 1.26 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.04% (upper mid).
  • Modified duration: 2.55 yrs (bottom quartile).

Axis Short Term Fund

  • Lower mid AUM (₹12,129 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.61% (upper mid).
  • 1M return: 0.54% (bottom quartile).
  • Sharpe: 1.56 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.89% (bottom quartile).
  • Modified duration: 2.48 yrs (lower mid).

3 ವರ್ಷಗಳ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಗಿಲ್ಟ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Gilt Fund Growth ₹104.182
↓ -0.02 		₹9,1450.71.47.27.88.27.21%6Y 2M 5D17Y 1M 28D
Axis Gilt Fund Growth ₹25.7423
↑ 0.01 		₹6130.7-0.45.77.5107.11%8Y 7M 28D20Y 18D
SBI Magnum Gilt Fund Growth ₹66.4197
↓ -0.03 		₹11,3220.6-0.65.37.58.97.12%9Y 4M 13D19Y 10M 6D
DSP Government Securities Fund Growth ₹95.9024
↓ -0.04 		₹1,4940.2-1.34.67.510.17.22%9Y 6M 14D25Y 8M 1D
Bandhan Government Securities Fund - Investment Plan Growth ₹35.3423
↑ 0.00 		₹2,9160.9-1.347.410.67.16%9Y 5M 5D15Y 8M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Gilt FundAxis Gilt FundSBI Magnum Gilt FundDSP Government Securities FundBandhan Government Securities Fund - Investment Plan
Point 1Upper mid AUM (₹9,145 Cr).Bottom quartile AUM (₹613 Cr).Highest AUM (₹11,322 Cr).Bottom quartile AUM (₹1,494 Cr).Lower mid AUM (₹2,916 Cr).
Point 2Oldest track record among peers (26 yrs).Established history (13+ yrs).Established history (24+ yrs).Established history (26+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 1★ (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.
Point 51Y return: 7.23% (top quartile).1Y return: 5.73% (upper mid).1Y return: 5.32% (lower mid).1Y return: 4.55% (bottom quartile).1Y return: 3.95% (bottom quartile).
Point 61M return: 0.02% (upper mid).1M return: -0.22% (bottom quartile).1M return: -0.07% (lower mid).1M return: -0.81% (bottom quartile).1M return: 0.35% (top quartile).
Point 7Sharpe: 0.13 (top quartile).Sharpe: -0.27 (upper mid).Sharpe: -0.41 (bottom quartile).Sharpe: -0.36 (lower mid).Sharpe: -0.66 (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).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): 7.21% (upper mid).Yield to maturity (debt): 7.11% (bottom quartile).Yield to maturity (debt): 7.12% (bottom quartile).Yield to maturity (debt): 7.22% (top quartile).Yield to maturity (debt): 7.16% (lower mid).
Point 10Modified duration: 6.18 yrs (top quartile).Modified duration: 8.66 yrs (upper mid).Modified duration: 9.37 yrs (lower mid).Modified duration: 9.54 yrs (bottom quartile).Modified duration: 9.43 yrs (bottom quartile).

ICICI Prudential Gilt Fund

  • Upper mid AUM (₹9,145 Cr).
  • Oldest track record among peers (26 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.23% (top quartile).
  • 1M return: 0.02% (upper mid).
  • Sharpe: 0.13 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.21% (upper mid).
  • Modified duration: 6.18 yrs (top quartile).

Axis Gilt Fund

  • Bottom quartile AUM (₹613 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.73% (upper mid).
  • 1M return: -0.22% (bottom quartile).
  • Sharpe: -0.27 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.11% (bottom quartile).
  • Modified duration: 8.66 yrs (upper mid).

SBI Magnum Gilt Fund

  • Highest AUM (₹11,322 Cr).
  • Established history (24+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.32% (lower mid).
  • 1M return: -0.07% (lower mid).
  • Sharpe: -0.41 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.12% (bottom quartile).
  • Modified duration: 9.37 yrs (lower mid).

DSP Government Securities Fund

  • Bottom quartile AUM (₹1,494 Cr).
  • Established history (26+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 4.55% (bottom quartile).
  • 1M return: -0.81% (bottom quartile).
  • Sharpe: -0.36 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.22% (top quartile).
  • Modified duration: 9.54 yrs (bottom quartile).

Bandhan Government Securities Fund - Investment Plan

  • Lower mid AUM (₹2,916 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 3.95% (bottom quartile).
  • 1M return: 0.35% (top quartile).
  • Sharpe: -0.66 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.16% (lower mid).
  • Modified duration: 9.43 yrs (bottom quartile).

3 ವರ್ಷಗಳ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಡೈನಾಮಿಕ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 		₹992.422.431.911.7 0%3M 18D
IIFL Dynamic Bond Fund Growth ₹23.2234
↑ 0.01 		₹6481.83.28.88.59.67.22%7Y 1M 6D7Y 1M 6D
Nippon India Dynamic Bond Fund Growth ₹38.0338
↑ 0.00 		₹4,3620.92.17.98.296.56%4Y 4D4Y 10M 24D
ICICI Prudential Long Term Plan Growth ₹37.623
↑ 0.00 		₹14,9051.12.27.67.88.27.64%4Y 9M 4D12Y 7M 10D
Axis Dynamic Bond Fund Growth ₹30.1487
↑ 0.00 		₹1,2131.31.67.57.88.66.89%5Y 2M 19D9Y 11M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22

Research Highlights & Commentary of 5 Funds showcased

CommentaryFranklin India Dynamic Accrual FundIIFL Dynamic Bond FundNippon India Dynamic Bond FundICICI Prudential Long Term PlanAxis Dynamic Bond Fund
Point 1Bottom quartile AUM (₹99 Cr).Bottom quartile AUM (₹648 Cr).Upper mid AUM (₹4,362 Cr).Highest AUM (₹14,905 Cr).Lower mid AUM (₹1,213 Cr).
Point 2Oldest track record among peers (28 yrs).Established history (12+ yrs).Established history (20+ yrs).Established history (15+ yrs).Established history (14+ yrs).
Point 3Rating: 1★ (lower mid).Not Rated.Not Rated.Top rated.Rating: 3★ (upper mid).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 31.90% (top quartile).1Y return: 8.81% (upper mid).1Y return: 7.91% (lower mid).1Y return: 7.60% (bottom quartile).1Y return: 7.52% (bottom quartile).
Point 61M return: 1.43% (top quartile).1M return: 0.59% (lower mid).1M return: 0.61% (upper mid).1M return: 0.21% (bottom quartile).1M return: 0.42% (bottom quartile).
Point 7Sharpe: 1.19 (top quartile).Sharpe: 0.66 (upper mid).Sharpe: 0.44 (bottom quartile).Sharpe: 0.47 (lower mid).Sharpe: 0.12 (bottom quartile).
Point 8Information ratio: 0.42 (top quartile).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): 0.00% (bottom quartile).Yield to maturity (debt): 7.22% (upper mid).Yield to maturity (debt): 6.56% (bottom quartile).Yield to maturity (debt): 7.64% (top quartile).Yield to maturity (debt): 6.89% (lower mid).
Point 10Modified duration: 0.00 yrs (top quartile).Modified duration: 7.10 yrs (bottom quartile).Modified duration: 4.01 yrs (upper mid).Modified duration: 4.76 yrs (lower mid).Modified duration: 5.22 yrs (bottom quartile).

Franklin India Dynamic Accrual Fund

  • Bottom quartile AUM (₹99 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 31.90% (top quartile).
  • 1M return: 1.43% (top quartile).
  • Sharpe: 1.19 (top quartile).
  • Information ratio: 0.42 (top quartile).
  • Yield to maturity (debt): 0.00% (bottom quartile).
  • Modified duration: 0.00 yrs (top quartile).

IIFL Dynamic Bond Fund

  • Bottom quartile AUM (₹648 Cr).
  • Established history (12+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 8.81% (upper mid).
  • 1M return: 0.59% (lower mid).
  • Sharpe: 0.66 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.22% (upper mid).
  • Modified duration: 7.10 yrs (bottom quartile).

Nippon India Dynamic Bond Fund

  • Upper mid AUM (₹4,362 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 7.91% (lower mid).
  • 1M return: 0.61% (upper mid).
  • Sharpe: 0.44 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.56% (bottom quartile).
  • Modified duration: 4.01 yrs (upper mid).

ICICI Prudential Long Term Plan

  • Highest AUM (₹14,905 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.60% (bottom quartile).
  • 1M return: 0.21% (bottom quartile).
  • Sharpe: 0.47 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.64% (top quartile).
  • Modified duration: 4.76 yrs (lower mid).

Axis Dynamic Bond Fund

  • Lower mid AUM (₹1,213 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.52% (bottom quartile).
  • 1M return: 0.42% (bottom quartile).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.89% (lower mid).
  • Modified duration: 5.22 yrs (bottom quartile).

ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಮುಖ್ಯವಾಗಿ ಷೇರುಗಳು ಅಥವಾ ಕಂಪನಿಗಳ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಈಕ್ವಿಟಿ ನಿಧಿಯನ್ನು ಖರೀದಿಸುವುದು ಕಂಪನಿಯನ್ನು ನೇರವಾಗಿ ಪ್ರಾರಂಭಿಸದೆ ವ್ಯಾಪಾರವನ್ನು (ಸಣ್ಣ ಪ್ರಮಾಣದಲ್ಲಿ) ಹೊಂದಲು ಉತ್ತಮ ಮಾರ್ಗವಾಗಿದೆ. ಈ ನಿಧಿಗಳು ಸ್ಟಾಕ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ, ಅವು ಸ್ವಭಾವತಃ ಬಾಷ್ಪಶೀಲವಾಗಿರುತ್ತವೆ. ಆದರೆ, ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ನೀಡಲು ಅವರು ಉತ್ತಮ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿದ್ದಾರೆ. ವಿವಿಧ ರೀತಿಯ ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಿವೆದೊಡ್ಡ ಕ್ಯಾಪ್ ನಿಧಿಗಳು,ಮಿಡ್ ಕ್ಯಾಪ್ &ಸಣ್ಣ ಕ್ಯಾಪ್ ನಿಧಿಗಳು,ವೈವಿಧ್ಯಮಯ ನಿಧಿಗಳು,ವಲಯ ನಿಧಿಗಳು, ಇತ್ಯಾದಿ. ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು ಹೆಚ್ಚಿನ-ಅಪಾಯದ ಹಸಿವು ಮತ್ತು ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಹೂಡಿಕೆಯಲ್ಲಿ ಉಳಿಯಬೇಕು, ಆದರ್ಶಪ್ರಾಯವಾಗಿ 5-10 ವರ್ಷಗಳು ಮತ್ತು ಹೆಚ್ಚು. ಕೆಳಗಿನವುಗಳುಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಹೆಚ್ಚಿನ ಆದಾಯದೊಂದಿಗೆ.

5 ವರ್ಷಗಳ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹92.6959
↑ 0.00 		₹45,0123.57.56.218.523.718.2
ICICI Prudential Bluechip Fund Growth ₹112.68
↓ -0.12 		₹71,8403.35.76.517.420.716.9
HDFC Top 100 Fund Growth ₹1,149.76
↓ -1.20 		₹37,6592.53.72.815.120.211.6
JM Core 11 Fund Growth ₹20.301
↓ -0.04 		₹2835.28.1-1.218.119.324.3
TATA Large Cap Fund Growth ₹514.193
↑ 0.70 		₹2,6155.164.214.418.312.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundHDFC Top 100 FundJM Core 11 FundTATA Large Cap Fund
Point 1Upper mid AUM (₹45,012 Cr).Highest AUM (₹71,840 Cr).Lower mid AUM (₹37,659 Cr).Bottom quartile AUM (₹283 Cr).Bottom quartile AUM (₹2,615 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (29 yrs).Established history (17+ yrs).Established history (27+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 23.68% (top quartile).5Y return: 20.65% (upper mid).5Y return: 20.18% (lower mid).5Y return: 19.27% (bottom quartile).5Y return: 18.31% (bottom quartile).
Point 63Y return: 18.46% (top quartile).3Y return: 17.38% (lower mid).3Y return: 15.15% (bottom quartile).3Y return: 18.13% (upper mid).3Y return: 14.41% (bottom quartile).
Point 71Y return: 6.17% (upper mid).1Y return: 6.54% (top quartile).1Y return: 2.76% (bottom quartile).1Y return: -1.22% (bottom quartile).1Y return: 4.25% (lower mid).
Point 8Alpha: 2.49 (top quartile).Alpha: 1.67 (upper mid).Alpha: -2.93 (bottom quartile).Alpha: -5.21 (bottom quartile).Alpha: -2.79 (lower mid).
Point 9Sharpe: -0.40 (top quartile).Sharpe: -0.51 (upper mid).Sharpe: -0.87 (bottom quartile).Sharpe: -0.92 (bottom quartile).Sharpe: -0.85 (lower mid).
Point 10Information ratio: 1.96 (top quartile).Information ratio: 1.64 (upper mid).Information ratio: 0.92 (lower mid).Information ratio: 0.54 (bottom quartile).Information ratio: 0.39 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹45,012 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.68% (top quartile).
  • 3Y return: 18.46% (top quartile).
  • 1Y return: 6.17% (upper mid).
  • Alpha: 2.49 (top quartile).
  • Sharpe: -0.40 (top quartile).
  • Information ratio: 1.96 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹71,840 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.65% (upper mid).
  • 3Y return: 17.38% (lower mid).
  • 1Y return: 6.54% (top quartile).
  • Alpha: 1.67 (upper mid).
  • Sharpe: -0.51 (upper mid).
  • Information ratio: 1.64 (upper mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹37,659 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.18% (lower mid).
  • 3Y return: 15.15% (bottom quartile).
  • 1Y return: 2.76% (bottom quartile).
  • Alpha: -2.93 (bottom quartile).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.92 (lower mid).

JM Core 11 Fund

  • Bottom quartile AUM (₹283 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.27% (bottom quartile).
  • 3Y return: 18.13% (upper mid).
  • 1Y return: -1.22% (bottom quartile).
  • Alpha: -5.21 (bottom quartile).
  • Sharpe: -0.92 (bottom quartile).
  • Information ratio: 0.54 (bottom quartile).

TATA Large Cap Fund

  • Bottom quartile AUM (₹2,615 Cr).
  • Established history (27+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.31% (bottom quartile).
  • 3Y return: 14.41% (bottom quartile).
  • 1Y return: 4.25% (lower mid).
  • Alpha: -2.79 (lower mid).
  • Sharpe: -0.85 (lower mid).
  • Information ratio: 0.39 (bottom quartile).

5 ವರ್ಷದ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹168.648
↓ -0.40 		₹64,8211.39.5-5.521.931.826.1
Motilal Oswal Midcap 30 Fund  Growth ₹102.625
↓ -0.16 		₹34,7800.47-3.524.531.457.1
HDFC Small Cap Fund Growth ₹142.019
↓ -0.36 		₹36,2941.916-0.321.729.820.4
HDFC Mid-Cap Opportunities Fund Growth ₹200.806
↑ 0.36 		₹83,1055.212.46.724.828.728.6
Edelweiss Mid Cap Fund Growth ₹102.908
↑ 0.49 		₹11,2973.610.34.123.728.138.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Small Cap FundMotilal Oswal Midcap 30 Fund HDFC Small Cap FundHDFC Mid-Cap Opportunities FundEdelweiss Mid Cap Fund
Point 1Upper mid AUM (₹64,821 Cr).Bottom quartile AUM (₹34,780 Cr).Lower mid AUM (₹36,294 Cr).Highest AUM (₹83,105 Cr).Bottom quartile AUM (₹11,297 Cr).
Point 2Established history (15+ yrs).Established history (11+ yrs).Established history (17+ yrs).Oldest track record among peers (18 yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 31.84% (top quartile).5Y return: 31.39% (upper mid).5Y return: 29.82% (lower mid).5Y return: 28.74% (bottom quartile).5Y return: 28.08% (bottom quartile).
Point 63Y return: 21.88% (bottom quartile).3Y return: 24.54% (upper mid).3Y return: 21.72% (bottom quartile).3Y return: 24.78% (top quartile).3Y return: 23.72% (lower mid).
Point 71Y return: -5.46% (bottom quartile).1Y return: -3.48% (bottom quartile).1Y return: -0.33% (lower mid).1Y return: 6.72% (top quartile).1Y return: 4.10% (upper mid).
Point 8Alpha: -2.55 (bottom quartile).Alpha: 4.99 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 3.39 (lower mid).Alpha: 3.95 (upper mid).
Point 9Sharpe: -0.65 (bottom quartile).Sharpe: -0.18 (top quartile).Sharpe: -0.33 (bottom quartile).Sharpe: -0.28 (lower mid).Sharpe: -0.28 (upper mid).
Point 10Information ratio: 0.10 (bottom quartile).Information ratio: 0.57 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.88 (top quartile).Information ratio: 0.39 (lower mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹64,821 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.84% (top quartile).
  • 3Y return: 21.88% (bottom quartile).
  • 1Y return: -5.46% (bottom quartile).
  • Alpha: -2.55 (bottom quartile).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.10 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Bottom quartile AUM (₹34,780 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.39% (upper mid).
  • 3Y return: 24.54% (upper mid).
  • 1Y return: -3.48% (bottom quartile).
  • Alpha: 4.99 (top quartile).
  • Sharpe: -0.18 (top quartile).
  • Information ratio: 0.57 (upper mid).

HDFC Small Cap Fund

  • Lower mid AUM (₹36,294 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.82% (lower mid).
  • 3Y return: 21.72% (bottom quartile).
  • 1Y return: -0.33% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,105 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.74% (bottom quartile).
  • 3Y return: 24.78% (top quartile).
  • 1Y return: 6.72% (top quartile).
  • Alpha: 3.39 (lower mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.88 (top quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,297 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.08% (bottom quartile).
  • 3Y return: 23.72% (lower mid).
  • 1Y return: 4.10% (upper mid).
  • Alpha: 3.95 (upper mid).
  • Sharpe: -0.28 (upper mid).
  • Information ratio: 0.39 (lower mid).

ಟಾಪ್ 5 ಡೈವರ್ಸಿಫೈಡ್ ಫಂಡ್‌ಗಳು ಅಥವಾ ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು 5 ವರ್ಷದ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹301.362
↑ 0.02 		₹46,2161.88.92.521.429.125.8
HDFC Equity Fund Growth ₹2,049.56
↓ -0.03 		₹81,9364.578.321.327.723.5
JM Multicap Fund Growth ₹97.3938
↓ -0.42 		₹5,9431.83.6-7.220.524.333.3
Mahindra Badhat Yojana Growth ₹35.9392
↑ 0.02 		₹5,6223.39.22.918.724.323.4
ICICI Prudential Multicap Fund Growth ₹800.25
↑ 0.81 		₹15,2812.361.319.323.320.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Multi Cap FundHDFC Equity FundJM Multicap FundMahindra Badhat YojanaICICI Prudential Multicap Fund
Point 1Upper mid AUM (₹46,216 Cr).Highest AUM (₹81,936 Cr).Bottom quartile AUM (₹5,943 Cr).Bottom quartile AUM (₹5,622 Cr).Lower mid AUM (₹15,281 Cr).
Point 2Established history (20+ yrs).Established history (30+ yrs).Established history (17+ yrs).Established history (8+ yrs).Oldest track record among peers (31 yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Top rated.Not Rated.Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 29.06% (top quartile).5Y return: 27.65% (upper mid).5Y return: 24.33% (lower mid).5Y return: 24.29% (bottom quartile).5Y return: 23.32% (bottom quartile).
Point 63Y return: 21.40% (top quartile).3Y return: 21.27% (upper mid).3Y return: 20.55% (lower mid).3Y return: 18.65% (bottom quartile).3Y return: 19.30% (bottom quartile).
Point 71Y return: 2.50% (lower mid).1Y return: 8.33% (top quartile).1Y return: -7.16% (bottom quartile).1Y return: 2.94% (upper mid).1Y return: 1.30% (bottom quartile).
Point 8Alpha: 3.10 (upper mid).Alpha: 4.96 (top quartile).Alpha: -8.50 (bottom quartile).Alpha: -1.14 (lower mid).Alpha: -2.00 (bottom quartile).
Point 9Sharpe: -0.38 (upper mid).Sharpe: -0.16 (top quartile).Sharpe: -1.13 (bottom quartile).Sharpe: -0.64 (lower mid).Sharpe: -0.71 (bottom quartile).
Point 10Information ratio: 1.10 (upper mid).Information ratio: 1.74 (top quartile).Information ratio: 1.09 (lower mid).Information ratio: 0.24 (bottom quartile).Information ratio: 0.53 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹46,216 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.06% (top quartile).
  • 3Y return: 21.40% (top quartile).
  • 1Y return: 2.50% (lower mid).
  • Alpha: 3.10 (upper mid).
  • Sharpe: -0.38 (upper mid).
  • Information ratio: 1.10 (upper mid).

HDFC Equity Fund

  • Highest AUM (₹81,936 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.65% (upper mid).
  • 3Y return: 21.27% (upper mid).
  • 1Y return: 8.33% (top quartile).
  • Alpha: 4.96 (top quartile).
  • Sharpe: -0.16 (top quartile).
  • Information ratio: 1.74 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹5,943 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.33% (lower mid).
  • 3Y return: 20.55% (lower mid).
  • 1Y return: -7.16% (bottom quartile).
  • Alpha: -8.50 (bottom quartile).
  • Sharpe: -1.13 (bottom quartile).
  • Information ratio: 1.09 (lower mid).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹5,622 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.29% (bottom quartile).
  • 3Y return: 18.65% (bottom quartile).
  • 1Y return: 2.94% (upper mid).
  • Alpha: -1.14 (lower mid).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.24 (bottom quartile).

ICICI Prudential Multicap Fund

  • Lower mid AUM (₹15,281 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.32% (bottom quartile).
  • 3Y return: 19.30% (bottom quartile).
  • 1Y return: 1.30% (bottom quartile).
  • Alpha: -2.00 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.53 (bottom quartile).

5 ವರ್ಷಗಳ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಸೆಕ್ಟರ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Infrastructure Fund Growth ₹198.41
↓ -0.30 		₹7,6453.69.63.326.536.327.4
HDFC Infrastructure Fund Growth ₹48.236
↓ -0.12 		₹2,4832.78.30.326.733.723
SBI PSU Fund Growth ₹33.5852
↑ 0.25 		₹5,1798.510.2328.432.423.5
Bandhan Infrastructure Fund Growth ₹49.167
↓ -0.26 		₹1,613-0.75.3-7.325.331.739.3
Franklin Build India Fund Growth ₹143.565
↓ -0.68 		₹2,8842.58.60.725.931.727.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Infrastructure FundHDFC Infrastructure FundSBI PSU FundBandhan Infrastructure FundFranklin Build India Fund
Point 1Highest AUM (₹7,645 Cr).Bottom quartile AUM (₹2,483 Cr).Upper mid AUM (₹5,179 Cr).Bottom quartile AUM (₹1,613 Cr).Lower mid AUM (₹2,884 Cr).
Point 2Oldest track record among peers (20 yrs).Established history (17+ yrs).Established history (15+ yrs).Established history (14+ yrs).Established history (16+ yrs).
Point 3Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.Rating: 5★ (upper mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 36.34% (top quartile).5Y return: 33.70% (upper mid).5Y return: 32.45% (lower mid).5Y return: 31.74% (bottom quartile).5Y return: 31.68% (bottom quartile).
Point 63Y return: 26.52% (lower mid).3Y return: 26.75% (upper mid).3Y return: 28.37% (top quartile).3Y return: 25.26% (bottom quartile).3Y return: 25.89% (bottom quartile).
Point 71Y return: 3.25% (top quartile).1Y return: 0.29% (bottom quartile).1Y return: 3.01% (upper mid).1Y return: -7.28% (bottom quartile).1Y return: 0.73% (lower mid).
Point 8Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: -0.35 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: -0.48 (top quartile).Sharpe: -0.64 (upper mid).Sharpe: -0.81 (bottom quartile).Sharpe: -0.71 (bottom quartile).Sharpe: -0.64 (lower mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.37 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).

ICICI Prudential Infrastructure Fund

  • Highest AUM (₹7,645 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 36.34% (top quartile).
  • 3Y return: 26.52% (lower mid).
  • 1Y return: 3.25% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.48 (top quartile).
  • Information ratio: 0.00 (top quartile).

HDFC Infrastructure Fund

  • Bottom quartile AUM (₹2,483 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 33.70% (upper mid).
  • 3Y return: 26.75% (upper mid).
  • 1Y return: 0.29% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.64 (upper mid).
  • Information ratio: 0.00 (upper mid).

SBI PSU Fund

  • Upper mid AUM (₹5,179 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 32.45% (lower mid).
  • 3Y return: 28.37% (top quartile).
  • 1Y return: 3.01% (upper mid).
  • Alpha: -0.35 (bottom quartile).
  • Sharpe: -0.81 (bottom quartile).
  • Information ratio: -0.37 (bottom quartile).

Bandhan Infrastructure Fund

  • Bottom quartile AUM (₹1,613 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 31.74% (bottom quartile).
  • 3Y return: 25.26% (bottom quartile).
  • 1Y return: -7.28% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Franklin Build India Fund

  • Lower mid AUM (₹2,884 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 31.68% (bottom quartile).
  • 3Y return: 25.89% (bottom quartile).
  • 1Y return: 0.73% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

2022 ರ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಅತ್ಯುತ್ತಮ ಹೈಬ್ರಿಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

ಹೈಬ್ರಿಡ್ ಫಂಡ್ಸ್, ಎಂದೂ ಕರೆಯುತ್ತಾರೆಸಮತೋಲಿತ ನಿಧಿ ಸಾಲ ಮತ್ತು ಇಕ್ವಿಟಿ ಎರಡರ ಸಂಯೋಜನೆಯಲ್ಲಿ. ಸಾಲದ ಹೈಬ್ರಿಡ್ ನಿಧಿಯು ಸಾಲ ಭದ್ರತೆಗಳಲ್ಲಿನ ಹೂಡಿಕೆಯ ಹೆಚ್ಚಿನ ಭಾಗವನ್ನು ಹೊಂದಿರಬಹುದು ಮತ್ತು ಈಕ್ವಿಟಿ ಹೈಬ್ರಿಡ್ ಇಕ್ವಿಟಿ ಉಪಕರಣಗಳ ದೊಡ್ಡ ಭಾಗವನ್ನು ಹೊಂದಿರುತ್ತದೆ. ಸಮತೋಲಿತ ನಿಧಿಗಳು ಹೂಡಿಕೆದಾರರನ್ನು ಆನಂದಿಸಲು ಮಾತ್ರವಲ್ಲಬಂಡವಾಳ ಬೆಳವಣಿಗೆ, ಆದರೆ ಸಹ ಪಡೆಯಿರಿಸ್ಥಿರ ಆದಾಯ ನಿಯಮಿತ ಮಧ್ಯಂತರಗಳಲ್ಲಿ.

3 ವರ್ಷಗಳ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಹೈಬ್ರಿಡ್ ಡೆಟ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential MIP 25 Growth ₹77.3748
↑ 0.04 		₹3,2612.14.47.710.29.711.4
SBI Debt Hybrid Fund Growth ₹74.0778
↑ 0.05 		₹9,85924.35.910.110.711
HDFC Hybrid Debt Fund Growth ₹82.9938
↑ 0.01 		₹3,3591.31.54.71010.910.5
DSP Regular Savings Fund Growth ₹59.5056
↑ 0.03 		₹1771.32.56.5108.711
Kotak Debt Hybrid Fund Growth ₹59.0626
↓ -0.03 		₹3,0651.51.94.51010.511.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential MIP 25SBI Debt Hybrid FundHDFC Hybrid Debt FundDSP Regular Savings FundKotak Debt Hybrid Fund
Point 1Lower mid AUM (₹3,261 Cr).Highest AUM (₹9,859 Cr).Upper mid AUM (₹3,359 Cr).Bottom quartile AUM (₹177 Cr).Bottom quartile AUM (₹3,065 Cr).
Point 2Established history (21+ yrs).Oldest track record among peers (24 yrs).Established history (21+ yrs).Established history (21+ yrs).Established history (21+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderate.
Point 55Y return: 9.70% (bottom quartile).5Y return: 10.75% (upper mid).5Y return: 10.87% (top quartile).5Y return: 8.66% (bottom quartile).5Y return: 10.52% (lower mid).
Point 63Y return: 10.16% (top quartile).3Y return: 10.11% (upper mid).3Y return: 10.03% (lower mid).3Y return: 10.03% (bottom quartile).3Y return: 9.95% (bottom quartile).
Point 71Y return: 7.69% (top quartile).1Y return: 5.85% (lower mid).1Y return: 4.68% (bottom quartile).1Y return: 6.47% (upper mid).1Y return: 4.48% (bottom quartile).
Point 81M return: 0.48% (lower mid).1M return: 0.89% (top quartile).1M return: 0.45% (bottom quartile).1M return: 0.57% (upper mid).1M return: -0.02% (bottom quartile).
Point 9Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 0.30 (top quartile).Alpha: -2.87 (bottom quartile).
Point 10Sharpe: -0.06 (top quartile).Sharpe: -0.46 (lower mid).Sharpe: -0.84 (bottom quartile).Sharpe: -0.18 (upper mid).Sharpe: -0.77 (bottom quartile).

ICICI Prudential MIP 25

  • Lower mid AUM (₹3,261 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.70% (bottom quartile).
  • 3Y return: 10.16% (top quartile).
  • 1Y return: 7.69% (top quartile).
  • 1M return: 0.48% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.06 (top quartile).

SBI Debt Hybrid Fund

  • Highest AUM (₹9,859 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderate.
  • 5Y return: 10.75% (upper mid).
  • 3Y return: 10.11% (upper mid).
  • 1Y return: 5.85% (lower mid).
  • 1M return: 0.89% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.46 (lower mid).

HDFC Hybrid Debt Fund

  • Upper mid AUM (₹3,359 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.87% (top quartile).
  • 3Y return: 10.03% (lower mid).
  • 1Y return: 4.68% (bottom quartile).
  • 1M return: 0.45% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.84 (bottom quartile).

DSP Regular Savings Fund

  • Bottom quartile AUM (₹177 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.66% (bottom quartile).
  • 3Y return: 10.03% (bottom quartile).
  • 1Y return: 6.47% (upper mid).
  • 1M return: 0.57% (upper mid).
  • Alpha: 0.30 (top quartile).
  • Sharpe: -0.18 (upper mid).

Kotak Debt Hybrid Fund

  • Bottom quartile AUM (₹3,065 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 10.52% (lower mid).
  • 3Y return: 9.95% (bottom quartile).
  • 1Y return: 4.48% (bottom quartile).
  • 1M return: -0.02% (bottom quartile).
  • Alpha: -2.87 (bottom quartile).
  • Sharpe: -0.77 (bottom quartile).

3 ವರ್ಷಗಳ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಟಾಪ್ 5 ಹೈಬ್ರಿಡ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹121.45
↓ -0.10 		₹8042.15.6-319.320.227
ICICI Prudential Equity and Debt Fund Growth ₹404.56
↓ -0.07 		₹45,1684.36.38.818.625.517.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.06
↑ 0.19 		₹1,2531.17.8-1.418.321.725.8
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,9540.510.527.11614.2
UTI Hybrid Equity Fund Growth ₹409.575
↑ 0.48 		₹6,3022.84.43.415.919.219.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryJM Equity Hybrid FundICICI Prudential Equity and Debt FundBOI AXA Mid and Small Cap Equity and Debt FundSundaram Equity Hybrid FundUTI Hybrid Equity Fund
Point 1Bottom quartile AUM (₹804 Cr).Highest AUM (₹45,168 Cr).Bottom quartile AUM (₹1,253 Cr).Lower mid AUM (₹1,954 Cr).Upper mid AUM (₹6,302 Cr).
Point 2Oldest track record among peers (30 yrs).Established history (26+ yrs).Established history (9+ yrs).Established history (25+ yrs).Established history (30+ yrs).
Point 3Rating: 1★ (bottom quartile).Top rated.Not Rated.Rating: 2★ (lower mid).Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.17% (lower mid).5Y return: 25.51% (top quartile).5Y return: 21.71% (upper mid).5Y return: 14.20% (bottom quartile).5Y return: 19.20% (bottom quartile).
Point 63Y return: 19.28% (top quartile).3Y return: 18.64% (upper mid).3Y return: 18.35% (lower mid).3Y return: 16.03% (bottom quartile).3Y return: 15.88% (bottom quartile).
Point 71Y return: -2.95% (bottom quartile).1Y return: 8.85% (upper mid).1Y return: -1.40% (bottom quartile).1Y return: 27.10% (top quartile).1Y return: 3.45% (lower mid).
Point 81M return: 0.07% (bottom quartile).1M return: 0.73% (lower mid).1M return: -0.26% (bottom quartile).1M return: 1.80% (top quartile).1M return: 1.53% (upper mid).
Point 9Alpha: -8.63 (bottom quartile).Alpha: 2.96 (upper mid).Alpha: 0.00 (lower mid).Alpha: 5.81 (top quartile).Alpha: -2.11 (bottom quartile).
Point 10Sharpe: -1.21 (bottom quartile).Sharpe: -0.29 (upper mid).Sharpe: -0.64 (lower mid).Sharpe: 2.64 (top quartile).Sharpe: -0.80 (bottom quartile).

JM Equity Hybrid Fund

  • Bottom quartile AUM (₹804 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.17% (lower mid).
  • 3Y return: 19.28% (top quartile).
  • 1Y return: -2.95% (bottom quartile).
  • 1M return: 0.07% (bottom quartile).
  • Alpha: -8.63 (bottom quartile).
  • Sharpe: -1.21 (bottom quartile).

ICICI Prudential Equity and Debt Fund

  • Highest AUM (₹45,168 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.51% (top quartile).
  • 3Y return: 18.64% (upper mid).
  • 1Y return: 8.85% (upper mid).
  • 1M return: 0.73% (lower mid).
  • Alpha: 2.96 (upper mid).
  • Sharpe: -0.29 (upper mid).

BOI AXA Mid and Small Cap Equity and Debt Fund

  • Bottom quartile AUM (₹1,253 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 21.71% (upper mid).
  • 3Y return: 18.35% (lower mid).
  • 1Y return: -1.40% (bottom quartile).
  • 1M return: -0.26% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.64 (lower mid).

Sundaram Equity Hybrid Fund

  • Lower mid AUM (₹1,954 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.20% (bottom quartile).
  • 3Y return: 16.03% (bottom quartile).
  • 1Y return: 27.10% (top quartile).
  • 1M return: 1.80% (top quartile).
  • Alpha: 5.81 (top quartile).
  • Sharpe: 2.64 (top quartile).

UTI Hybrid Equity Fund

  • Upper mid AUM (₹6,302 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.20% (bottom quartile).
  • 3Y return: 15.88% (bottom quartile).
  • 1Y return: 3.45% (lower mid).
  • 1M return: 1.53% (upper mid).
  • Alpha: -2.11 (bottom quartile).
  • Sharpe: -0.80 (bottom quartile).

2022 ರಲ್ಲಿ 3 ವರ್ಷದ ಅತ್ಯಧಿಕ ಆದಾಯದೊಂದಿಗೆ ಅತ್ಯುತ್ತಮ ಚಿನ್ನದ ನಿಧಿಗಳು

ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳ ಮೂಲಕ ಚಿನ್ನಕ್ಕೆ ಒಡ್ಡಿಕೊಳ್ಳಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ಆದ್ಯತೆ ನೀಡಬಹುದುಚಿನ್ನದಲ್ಲಿ ಹೂಡಿಕೆ ನಿಧಿಗಳು. ಗೋಲ್ಡ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳು ಚಿನ್ನದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆಇಟಿಎಫ್‌ಗಳು (ವಿನಿಮಯ-ವಹಿವಾಟು ನಿಧಿಗಳು). ಭೌತಿಕ ಚಿನ್ನಕ್ಕಿಂತ ಭಿನ್ನವಾಗಿ, ಅವುಗಳನ್ನು ಖರೀದಿಸಲು ಮತ್ತು ಪಡೆದುಕೊಳ್ಳಲು ಸುಲಭವಾಗಿದೆ. ಕಳೆದ 3 ವರ್ಷಗಳಲ್ಲಿ ಅತ್ಯಧಿಕ ಆದಾಯವನ್ನು ಹೊಂದಿರುವ ಚಿನ್ನದ ನಿಧಿಗಳು ಈ ಕೆಳಗಿನಂತಿವೆ.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI Gold Fund Growth ₹31.3707
↓ -0.06 		₹25419.122.45531.717.418.7
SBI Gold Fund Growth ₹35.2297
↓ -0.04 		₹5,2211922.555.231.616.819.6
HDFC Gold Fund Growth ₹35.9987
↓ -0.05 		₹4,9151922.855.131.416.718.9
Nippon India Gold Savings Fund Growth ₹46.0876
↓ -0.06 		₹3,43918.922.754.831.216.619
Aditya Birla Sun Life Gold Fund Growth ₹34.9946
↓ -0.06 		₹72519.52355.631.21718.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryIDBI Gold FundSBI Gold FundHDFC Gold FundNippon India Gold Savings FundAditya Birla Sun Life Gold Fund
Point 1Bottom quartile AUM (₹254 Cr).Highest AUM (₹5,221 Cr).Upper mid AUM (₹4,915 Cr).Lower mid AUM (₹3,439 Cr).Bottom quartile AUM (₹725 Cr).
Point 2Established history (13+ yrs).Oldest track record among peers (14 yrs).Established history (14+ yrs).Established history (14+ yrs).Established history (13+ yrs).
Point 3Not Rated.Rating: 2★ (upper mid).Rating: 1★ (bottom quartile).Rating: 2★ (lower mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 17.44% (top quartile).5Y return: 16.82% (lower mid).5Y return: 16.69% (bottom quartile).5Y return: 16.56% (bottom quartile).5Y return: 17.04% (upper mid).
Point 63Y return: 31.69% (top quartile).3Y return: 31.59% (upper mid).3Y return: 31.40% (lower mid).3Y return: 31.24% (bottom quartile).3Y return: 31.20% (bottom quartile).
Point 71Y return: 54.96% (bottom quartile).1Y return: 55.21% (upper mid).1Y return: 55.09% (lower mid).1Y return: 54.77% (bottom quartile).1Y return: 55.58% (top quartile).
Point 81M return: 0.41% (top quartile).1M return: 0.40% (upper mid).1M return: 0.25% (bottom quartile).1M return: 0.25% (lower mid).1M return: 0.08% (bottom quartile).
Point 9Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Sharpe: 2.38 (bottom quartile).Sharpe: 2.58 (upper mid).Sharpe: 2.55 (lower mid).Sharpe: 2.52 (bottom quartile).Sharpe: 2.66 (top quartile).

IDBI Gold Fund

  • Bottom quartile AUM (₹254 Cr).
  • Established history (13+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.44% (top quartile).
  • 3Y return: 31.69% (top quartile).
  • 1Y return: 54.96% (bottom quartile).
  • 1M return: 0.41% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 2.38 (bottom quartile).

SBI Gold Fund

  • Highest AUM (₹5,221 Cr).
  • Oldest track record among peers (14 yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.82% (lower mid).
  • 3Y return: 31.59% (upper mid).
  • 1Y return: 55.21% (upper mid).
  • 1M return: 0.40% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 2.58 (upper mid).

HDFC Gold Fund

  • Upper mid AUM (₹4,915 Cr).
  • Established history (14+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.69% (bottom quartile).
  • 3Y return: 31.40% (lower mid).
  • 1Y return: 55.09% (lower mid).
  • 1M return: 0.25% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 2.55 (lower mid).

Nippon India Gold Savings Fund

  • Lower mid AUM (₹3,439 Cr).
  • Established history (14+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.56% (bottom quartile).
  • 3Y return: 31.24% (bottom quartile).
  • 1Y return: 54.77% (bottom quartile).
  • 1M return: 0.25% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.52 (bottom quartile).

Aditya Birla Sun Life Gold Fund

  • Bottom quartile AUM (₹725 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.04% (upper mid).
  • 3Y return: 31.20% (bottom quartile).
  • 1Y return: 55.58% (top quartile).
  • 1M return: 0.08% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.66 (top quartile).

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.

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