+91-22-48913909ಅತ್ಯುತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿರುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 - 2023
ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಭಾರತದಲ್ಲಿ ವರ್ಷಗಳಲ್ಲಿ ಬೆಳೆದಿದೆ. ಪರಿಣಾಮವಾಗಿ, ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ನಿಧಿಗಳುಮಾರುಕಟ್ಟೆ ಬದಲಾಗುತ್ತಲೇ ಇರಿ. CRISIL, ಮಾರ್ನಿಂಗ್ ಸ್ಟಾರ್, ICRA ನಂತಹ MF ಯೋಜನೆಗಳನ್ನು ನಿರ್ಣಯಿಸಲು ವಿವಿಧ ರೇಟಿಂಗ್ ವ್ಯವಸ್ಥೆಗಳಿವೆ. ಈ ವ್ಯವಸ್ಥೆಗಳು ಗುಣಾತ್ಮಕ ಮತ್ತು ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳಾದ ಆದಾಯ, ಆಸ್ತಿ ಗಾತ್ರ, ವೆಚ್ಚದ ಅನುಪಾತದ ಆಧಾರದ ಮೇಲೆ ಹಣವನ್ನು ಮೌಲ್ಯಮಾಪನ ಮಾಡುತ್ತವೆ.ಪ್ರಮಾಣಿತ ವಿಚಲನ, ಇತ್ಯಾದಿ
ಈ ಎಲ್ಲಾ ಅಂಶಗಳ ಸಂಕಲನವು ಭಾರತದಲ್ಲಿ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ರೇಟಿಂಗ್‌ಗೆ ಕಾರಣವಾಗುತ್ತದೆ. ಆದಾಗ್ಯೂ, ಪ್ರಕ್ರಿಯೆಯನ್ನು ಮಾಡಲುಹೂಡಿಕೆ ಹೂಡಿಕೆದಾರರಿಗೆ ಸುಲಭ, ನಾವು ಭಾರತದಲ್ಲಿ ಉತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ಜೊತೆಗೆ ಉತ್ತಮ ಫಂಡ್ ಅನ್ನು ಆಯ್ಕೆ ಮಾಡಲು ಮಾರ್ಗಸೂಚಿಗಳೊಂದಿಗೆ ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಿದ್ದೇವೆ.
ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಕೇವಲ ಒಂದು ಪ್ರಯೋಜನವನ್ನು ಹೊಂದಿರುವುದಿಲ್ಲ, ಇದು ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹಣವನ್ನು ಬೆಳೆಯಲು ಸಹಾಯ ಮಾಡುವ ಬಹು ಪ್ರಯೋಜನಗಳೊಂದಿಗೆ ಬರುತ್ತದೆ. ಇದು ಅಲ್ಪ, ಮಧ್ಯಮ ಮತ್ತು ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆ ಗುರಿಗಳನ್ನು ಪೂರೈಸುತ್ತದೆ. ಹೂಡಿಕೆ ಮಾಡಲು ನೀವು ಆಯ್ಕೆಮಾಡಬಹುದಾದ ವಿವಿಧ ಫಂಡ್ ಆಯ್ಕೆಗಳಿವೆ, ಕಡಿಮೆ-ಅಪಾಯದಿಂದ ಹಿಡಿದು ಸಾಲ ಮತ್ತು ಹೆಚ್ಚಿನ ಅಪಾಯದ ಯೋಜನೆಗಳವರೆಗೆಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು.
ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳತ್ತ ಜನರ ಗಮನ ಸೆಳೆಯುವ ಪ್ರಮುಖ ವೈಶಿಷ್ಟ್ಯವೆಂದರೆ ಕನಿಷ್ಠ ಹೂಡಿಕೆ ಮೊತ್ತ. ನೀವು ಹೂಡಿಕೆಯನ್ನು ಪ್ರಾರಂಭಿಸಬಹುದು aSIP ಕೇವಲ INR 500 ರಲ್ಲಿ.
ನೀವು ಏಕೆ ಮಾಡಬೇಕು ಎಂಬುದರ ಕುರಿತು ಇನ್ನೂ ಕೆಲವು ಕಾರಣಗಳನ್ನು ನೋಡೋಣಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ:
1. ದ್ರವ್ಯತೆ
ಮುಕ್ತ ಯೋಜನೆಗಳಲ್ಲಿ, ಯೋಜನೆಯನ್ನು ಖರೀದಿಸಲು ಮತ್ತು ನಿರ್ಗಮಿಸಲು ಸುಲಭವಾಗಿದೆ. ನಿಮ್ಮ ಘಟಕಗಳನ್ನು ಯಾವುದೇ ಹಂತದಲ್ಲಿ ಮಾರಾಟ ಮಾಡಬಹುದು (ಮಾರುಕಟ್ಟೆಗಳು ಹೆಚ್ಚಿರುವಾಗ ಇದನ್ನು ಸೂಕ್ತವಾಗಿ ಸೂಚಿಸಲಾಗುತ್ತದೆ). ಆದರೆ, ನೀವು ಫಂಡ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವಾಗ, ನಿರ್ಗಮನ ಲೋಡ್ ಶುಲ್ಕಗಳನ್ನು ನೀವು ತಿಳಿದಿರಬೇಕು. ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ, ಫಂಡ್ ಹೌಸ್ ಆ ದಿನದ ನಿವ್ವಳ ಆಸ್ತಿ ಮೌಲ್ಯವನ್ನು ಬಿಡುಗಡೆ ಮಾಡಿದ ಒಂದು ದಿನದ ನಂತರ ವಹಿವಾಟು ನಡೆಯುತ್ತದೆ (ಅವು ಅಲ್ಲ)
2. ವೈವಿಧ್ಯೀಕರಣ
ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಸ್ಟಾಕ್‌ಗಳಂತಹ ವಿವಿಧ ಹಣಕಾಸು ಸಾಧನಗಳನ್ನು ಹೊಂದಿದೆ, ಸ್ಥಿರವಾಗಿದೆಆದಾಯ ಉಪಕರಣಗಳು, ಚಿನ್ನ, ಇತ್ಯಾದಿ. ಈ ಕಾರಣದಿಂದಾಗಿ, ನೀವು ಕೇವಲ ಒಂದು ಯೋಜನೆಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ವೈವಿಧ್ಯೀಕರಣದ ಪ್ರಯೋಜನಗಳನ್ನು ಆನಂದಿಸಬಹುದು. ಇದಕ್ಕೆ ತದ್ವಿರುದ್ಧವಾಗಿ, ವ್ಯಕ್ತಿಗಳು ನೇರವಾಗಿ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಆಯ್ಕೆ ಮಾಡಿದರೆ ಅವರು ಹಣವನ್ನು ಹಾಕುವ ಮೊದಲು ವಿವಿಧ ಕಂಪನಿಗಳ ಷೇರುಗಳನ್ನು ಸಂಶೋಧಿಸಬೇಕು.
3. ಚೆನ್ನಾಗಿ ನಿಯಂತ್ರಿತ
ಭಾರತದಲ್ಲಿ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಉದ್ಯಮವು ಉತ್ತಮವಾಗಿ ನಿಯಂತ್ರಿಸಲ್ಪಡುತ್ತದೆSEBI (ಸೆಕ್ಯುರಿಟೀಸ್ ಅಂಡ್ ಎಕ್ಸ್ಚೇಂಜ್ ಬೋರ್ಡ್ ಆಫ್ ಇಂಡಿಯಾ). ಇದು ಎಲ್ಲಾ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳ ಕಾರ್ಯನಿರ್ವಹಣೆಯನ್ನು ಪರಿಶೀಲಿಸುತ್ತದೆ. ಜೊತೆಗೆ, ಈ ಫಂಡ್ ಹೌಸ್‌ಗಳು ಸಹ ಪಾರದರ್ಶಕವಾಗಿರುತ್ತವೆ; ಅವರು ತಮ್ಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ವರದಿಗಳನ್ನು ನಿಯಮಿತ ಮಧ್ಯಂತರದಲ್ಲಿ ಪ್ರಕಟಿಸಬೇಕಾಗುತ್ತದೆ.
4. ಎಕ್ಸ್ಪರ್ಟ್ ಮ್ಯಾನೇಜ್ಮೆಂಟ್
ಪ್ರತಿ MF ಯೋಜನೆಯನ್ನು ಮೀಸಲಾದ ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರು ನಿರ್ವಹಿಸುತ್ತಾರೆ. ಫಂಡ್ ಮ್ಯಾನೇಜರ್‌ನ ಉದ್ದೇಶವು ಹೂಡಿಕೆದಾರರು ಕಾರ್ಯಕ್ಷಮತೆಯ ಮೇಲೆ ನಿರಂತರ ನಿಗಾ ಇಡುವ ಮೂಲಕ ಮತ್ತು ಬದಲಾಯಿಸುವ ಮೂಲಕ ಯೋಜನೆಯಿಂದ ಗರಿಷ್ಠ ಆದಾಯವನ್ನು ಗಳಿಸುತ್ತಾರೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳುವುದು.ಆಸ್ತಿ ಹಂಚಿಕೆ ಮಾರುಕಟ್ಟೆಯ ಅವಶ್ಯಕತೆಗಳಿಗೆ ಅನುಗುಣವಾಗಿ ಸಮಯೋಚಿತ.
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ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 - 2023
ವಿಭಿನ್ನ ವರ್ಗಗಳಿಂದ ಉನ್ನತ ಶ್ರೇಣಿಯ ಫಂಡ್‌ಗಳನ್ನು ಕೆಳಗೆ ನೀಡಲಾಗಿದೆಈಕ್ವಿಟಿ ದೊಡ್ಡ, ಮಧ್ಯಮ, ಸಣ್ಣ, ಬಹು ಕ್ಯಾಪ್,ELSS ಮತ್ತು ವಲಯ ನಿಧಿಗಳು.
ಟಾಪ್ 5 ಲಾರ್ಜ್ ಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹67.81
↑ 0.76 ₹1,925 -5.1 -2.1 -6.9 11.2 7.7 5.5 Bandhan Large Cap Fund Growth ₹73.983
↑ 0.62 ₹2,098 -4.7 -3.6 -8.3 10.8 7.4 8.2 Nippon India Large Cap Fund Growth ₹83.9474
↑ 0.47 ₹51,296 -5.9 -7 -11.1 9.2 10 9.2 BNP Paribas Large Cap Fund Growth ₹208.375
↑ 1.50 ₹2,465 -4.8 -4.9 -7.4 9.1 7.4 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Invesco India Largecap Fund Bandhan Large Cap Fund Nippon India Large Cap Fund BNP Paribas Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,925 Cr). Lower mid AUM (₹2,098 Cr). Highest AUM (₹51,296 Cr). Upper mid AUM (₹2,465 Cr). Point 2 Established history (14+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (19+ yrs). Oldest track record among peers (22 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 7.70% (lower mid). 5Y return: 7.38% (bottom quartile). 5Y return: 10.03% (upper mid). 5Y return: 7.39% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 11.21% (upper mid). 3Y return: 10.78% (lower mid). 3Y return: 9.16% (bottom quartile). 3Y return: 9.14% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -6.89% (upper mid). 1Y return: -8.27% (bottom quartile). 1Y return: -11.15% (bottom quartile). 1Y return: -7.45% (lower mid). Point 8 Alpha: 2.11 (bottom quartile). Alpha: 6.02 (top quartile). Alpha: 3.21 (upper mid). Alpha: -1.77 (bottom quartile). Alpha: 2.79 (lower mid). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.19 (upper mid). Sharpe: -0.33 (lower mid). Sharpe: -0.62 (bottom quartile). Sharpe: -0.36 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.95 (top quartile). Information ratio: 0.42 (lower mid). Information ratio: 0.42 (bottom quartile). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Bandhan Large Cap Fund
Nippon India Large Cap Fund
BNP Paribas Large Cap Fund
ಟಾಪ್ 5 ಮಿಡ್ ಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹95.2828
↑ 1.41 ₹40,208 -3.5 1.6 -9.6 15.2 16.7 -12.1 Invesco India Mid Cap Fund Growth ₹179.12
↑ 2.28 ₹15,749 -9.6 -2.2 -5.1 18.9 15 6.3 Edelweiss Mid Cap Fund Growth ₹98.864
↑ 0.90 ₹19,230 -8.2 -5.5 -4.8 16.7 13.8 3.8 Sundaram Mid Cap Fund Growth ₹1,345.52
↑ 13.73 ₹13,854 -10 -6.6 -6.5 14.5 13.3 4.1 ICICI Prudential MidCap Fund Growth ₹304.42
↑ 4.01 ₹7,961 -9.5 -8.4 -2 16.9 12.7 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund Point 1 Highest AUM (₹40,208 Cr). Lower mid AUM (₹15,749 Cr). Upper mid AUM (₹19,230 Cr). Bottom quartile AUM (₹13,854 Cr). Bottom quartile AUM (₹7,961 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (22+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.73% (top quartile). 5Y return: 14.97% (upper mid). 5Y return: 13.84% (lower mid). 5Y return: 13.32% (bottom quartile). 5Y return: 12.74% (bottom quartile). Point 6 3Y return: 15.25% (bottom quartile). 3Y return: 18.92% (top quartile). 3Y return: 16.66% (lower mid). 3Y return: 14.45% (bottom quartile). 3Y return: 16.95% (upper mid). Point 7 1Y return: -9.59% (bottom quartile). 1Y return: -5.11% (lower mid). 1Y return: -4.84% (upper mid). 1Y return: -6.53% (bottom quartile). 1Y return: -2.00% (top quartile). Point 8 Alpha: -3.81 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.22 (upper mid). Alpha: -1.10 (bottom quartile). Alpha: 7.02 (top quartile). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: 0.06 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.38 (top quartile). Point 10 Information ratio: 0.24 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.96 (upper mid). Information ratio: 0.52 (lower mid). Information ratio: 1.25 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
ಟಾಪ್ 5 ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Small Cap Fund Growth ₹212.376
↑ 0.98 ₹21,467 -3.7 4.4 8.9 14.4 14.6 -2.8 IDBI Small Cap Fund Growth ₹32.1193
↑ 0.20 ₹841 -2.4 5 4.2 14 13.9 -13.4 Sundaram Small Cap Fund Growth ₹269.698
↑ 0.92 ₹4,107 -4.9 0.7 1.2 12.5 12.7 0.4 Franklin India Smaller Companies Fund Growth ₹161.582
↑ 0.36 ₹14,257 -8 -4.8 -5.9 8.8 12.3 -8.4 HDFC Small Cap Fund Growth ₹129.247
↑ 0.09 ₹40,801 -5.8 -2.7 -9.4 8 12 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Small Cap Fund IDBI Small Cap Fund Sundaram Small Cap Fund Franklin India Smaller Companies Fund HDFC Small Cap Fund Point 1 Upper mid AUM (₹21,467 Cr). Bottom quartile AUM (₹841 Cr). Bottom quartile AUM (₹4,107 Cr). Lower mid AUM (₹14,257 Cr). Highest AUM (₹40,801 Cr). Point 2 Established history (19+ yrs). Established history (9+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (18+ yrs). Point 3 Top rated. Not Rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.58% (top quartile). 5Y return: 13.93% (upper mid). 5Y return: 12.74% (lower mid). 5Y return: 12.33% (bottom quartile). 5Y return: 11.96% (bottom quartile). Point 6 3Y return: 14.40% (top quartile). 3Y return: 14.02% (upper mid). 3Y return: 12.48% (lower mid). 3Y return: 8.79% (bottom quartile). 3Y return: 7.98% (bottom quartile). Point 7 1Y return: 8.87% (top quartile). 1Y return: 4.22% (upper mid). 1Y return: 1.15% (lower mid). 1Y return: -5.88% (bottom quartile). 1Y return: -9.40% (bottom quartile). Point 8 Alpha: 12.54 (top quartile). Alpha: 8.36 (upper mid). Alpha: 6.86 (lower mid). Alpha: -1.61 (bottom quartile). Alpha: -8.04 (bottom quartile). Point 9 Sharpe: 0.65 (top quartile). Sharpe: 0.51 (upper mid). Sharpe: 0.46 (lower mid). Sharpe: 0.10 (bottom quartile). Sharpe: -0.35 (bottom quartile). Point 10 Information ratio: 0.63 (top quartile). Information ratio: 0.40 (upper mid). Information ratio: 0.14 (lower mid). Information ratio: -0.50 (bottom quartile). Information ratio: -0.49 (bottom quartile). DSP Small Cap Fund
IDBI Small Cap Fund
Sundaram Small Cap Fund
Franklin India Smaller Companies Fund
HDFC Small Cap Fund
ಟಾಪ್ 5 ಡೈವರ್ಸಿಫೈಡ್/ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹36.33
↑ 0.53 ₹1,386 -4.9 2.1 7.1 17.4 12.3 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹58.7477
↑ 1.03 ₹13,446 -3.2 2.1 -7.4 14.6 9.8 -5.6 Mahindra Badhat Yojana Growth ₹36.2358
↑ 0.26 ₹7,457 -4.6 -0.4 -0.1 13.5 11.3 3.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Diversified Equity Fund Aditya Birla Sun Life Manufacturing Equity Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Point 1 Bottom quartile AUM (₹382 Cr). Lower mid AUM (₹1,386 Cr). Bottom quartile AUM (₹588 Cr). Highest AUM (₹13,446 Cr). Upper mid AUM (₹7,457 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (12+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 4★ (upper mid). Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.03% (lower mid). 5Y return: 12.32% (upper mid). 5Y return: 13.57% (top quartile). 5Y return: 9.84% (bottom quartile). 5Y return: 11.30% (bottom quartile). Point 6 3Y return: 22.73% (top quartile). 3Y return: 17.37% (upper mid). 3Y return: 17.28% (lower mid). 3Y return: 14.61% (bottom quartile). 3Y return: 13.52% (bottom quartile). Point 7 1Y return: 13.54% (upper mid). 1Y return: 7.09% (lower mid). 1Y return: 19.34% (top quartile). 1Y return: -7.44% (bottom quartile). 1Y return: -0.07% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 4.27 (upper mid). Alpha: 9.62 (top quartile). Point 9 Sharpe: 1.01 (upper mid). Sharpe: 0.81 (lower mid). Sharpe: 2.86 (top quartile). Sharpe: -0.06 (bottom quartile). Sharpe: 0.35 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.75 (upper mid). Information ratio: 0.83 (top quartile). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
ಟಾಪ್ 5 (ELSS) ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಉಳಿತಾಯ ಯೋಜನೆಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Motilal Oswal Long Term Equity Fund Growth ₹51.6786
↑ 0.74 ₹4,890 -6.5 -4.4 -3.7 16.8 13.5 -9.1 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 JM Tax Gain Fund Growth ₹48.6401
↑ 0.42 ₹240 -4 2.3 -3.8 13.1 10.3 2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Equity Advantage Fund HDFC Long Term Advantage Fund Motilal Oswal Long Term Equity Fund Baroda Pioneer ELSS 96 JM Tax Gain Fund Point 1 Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Highest AUM (₹4,890 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹240 Cr). Point 2 Established history (13+ yrs). Oldest track record among peers (25 yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Not Rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 13.54% (upper mid). 5Y return: 11.62% (lower mid). 5Y return: 10.29% (bottom quartile). Point 6 3Y return: 20.84% (top quartile). 3Y return: 20.64% (upper mid). 3Y return: 16.79% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 13.08% (bottom quartile). Point 7 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: -3.73% (bottom quartile). 1Y return: 17.56% (upper mid). 1Y return: -3.81% (bottom quartile). Point 8 Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 10.14 (top quartile). Alpha: 5.69 (lower mid). Alpha: 9.16 (upper mid). Point 9 Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 0.21 (bottom quartile). Sharpe: 2.51 (top quartile). Sharpe: 0.14 (bottom quartile). Point 10 Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.76 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: 0.93 (top quartile). IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
Motilal Oswal Long Term Equity Fund
Baroda Pioneer ELSS 96
JM Tax Gain Fund
ಟಾಪ್ 5 ಸೆಕ್ಟರ್ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Healthcare Opportunities Fund Growth ₹480.996
↑ 8.06 ₹5,870 -5.2 9.2 7.4 20.6 16.2 -3.5 UTI Healthcare Fund Growth ₹316.247
↑ 5.50 ₹1,430 -4.9 7.6 6 19.9 13.6 -3.1 LIC MF Infrastructure Fund Growth ₹50.1088
↑ 0.13 ₹1,153 -6.6 -3.1 -0.6 19 18.1 -3.7 BOI AXA Manufacturing and Infrastructure Fund Growth ₹62.4
↑ 0.50 ₹984 -6.2 -0.1 6 18.3 17.5 7.8 SBI PSU Fund Growth ₹31.2705
↑ 0.20 ₹6,354 -9.2 -14.8 -6.1 17.9 18.2 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Healthcare Opportunities Fund UTI Healthcare Fund LIC MF Infrastructure Fund BOI AXA Manufacturing and Infrastructure Fund SBI PSU Fund Point 1 Upper mid AUM (₹5,870 Cr). Lower mid AUM (₹1,430 Cr). Bottom quartile AUM (₹1,153 Cr). Bottom quartile AUM (₹984 Cr). Highest AUM (₹6,354 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (27 yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Not Rated. Not Rated. Rating: 2★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 16.19% (bottom quartile). 5Y return: 13.60% (bottom quartile). 5Y return: 18.08% (upper mid). 5Y return: 17.54% (lower mid). 5Y return: 18.20% (top quartile). Point 6 3Y return: 20.59% (top quartile). 3Y return: 19.95% (upper mid). 3Y return: 18.97% (lower mid). 3Y return: 18.27% (bottom quartile). 3Y return: 17.90% (bottom quartile). Point 7 1Y return: 7.37% (top quartile). 1Y return: 5.98% (lower mid). 1Y return: -0.60% (bottom quartile). 1Y return: 5.99% (upper mid). 1Y return: -6.14% (bottom quartile). Point 8 Alpha: 3.63 (upper mid). Alpha: 0.86 (lower mid). Alpha: 12.01 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: -0.21 (bottom quartile). Point 9 Sharpe: 0.95 (top quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.27 (bottom quartile). Sharpe: 0.70 (lower mid). Sharpe: -0.14 (bottom quartile). Point 10 Information ratio: 0.10 (upper mid). Information ratio: 0.06 (lower mid). Information ratio: 0.62 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: -0.42 (bottom quartile). SBI Healthcare Opportunities Fund
UTI Healthcare Fund
LIC MF Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
SBI PSU Fund
ಟಾಪ್ 5 ಮೌಲ್ಯದ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Capital Builder Value Fund Growth ₹741.9
↑ 3.41 ₹8,039 -4.2 -1.9 -3.4 13.4 10.7 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹126.553
↑ 0.85 ₹6,659 -5.8 -3.1 0 11.2 10.9 2.6 Nippon India Value Fund Growth ₹203.925
↑ 1.82 ₹8,479 -8.9 -9.9 -13.1 10.4 9.9 4.2 ICICI Prudential Value Discovery Fund Growth ₹435.95
↑ 1.91 ₹57,250 -5.1 -6.7 -10.8 10.4 11.6 13.8 UTI Value Opportunities Fund Growth ₹155.662
↑ 1.12 ₹9,025 -6 -5.2 -10.8 10.3 8.6 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund Nippon India Value Fund ICICI Prudential Value Discovery Fund UTI Value Opportunities Fund Point 1 Bottom quartile AUM (₹8,039 Cr). Bottom quartile AUM (₹6,659 Cr). Lower mid AUM (₹8,479 Cr). Highest AUM (₹57,250 Cr). Upper mid AUM (₹9,025 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 10.69% (lower mid). 5Y return: 10.91% (upper mid). 5Y return: 9.93% (bottom quartile). 5Y return: 11.62% (top quartile). 5Y return: 8.55% (bottom quartile). Point 6 3Y return: 13.41% (top quartile). 3Y return: 11.25% (upper mid). 3Y return: 10.45% (lower mid). 3Y return: 10.40% (bottom quartile). 3Y return: 10.30% (bottom quartile). Point 7 1Y return: -3.42% (upper mid). 1Y return: 0.05% (top quartile). 1Y return: -13.12% (bottom quartile). 1Y return: -10.79% (lower mid). 1Y return: -10.83% (bottom quartile). Point 8 Alpha: 6.62 (upper mid). Alpha: 11.84 (top quartile). Alpha: -3.09 (lower mid). Alpha: -6.84 (bottom quartile). Alpha: -3.88 (bottom quartile). Point 9 Sharpe: 0.04 (upper mid). Sharpe: 0.32 (top quartile). Sharpe: -0.48 (lower mid). Sharpe: -0.78 (bottom quartile). Sharpe: -0.54 (bottom quartile). Point 10 Information ratio: 1.80 (top quartile). Information ratio: 0.48 (lower mid). Information ratio: 0.60 (upper mid). Information ratio: 0.06 (bottom quartile). Information ratio: 0.20 (bottom quartile). HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure Value Fund
Nippon India Value Fund
ICICI Prudential Value Discovery Fund
UTI Value Opportunities Fund
ಟಾಪ್ 5 ಫೋಕಸ್ಡ್ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 ICICI Prudential Focused Equity Fund Growth ₹88.67
↑ 0.84 ₹17,168 -6.6 -4.5 -8.4 14.1 11.6 15.4 HDFC Focused 30 Fund Growth ₹222.033
↑ 1.77 ₹26,553 -4.3 -2.7 -8.3 13 13.3 10.9 SBI Focused Equity Fund Growth ₹374.763
↓ -5.80 ₹50,180 -3.7 -2.1 1.6 12.7 8.7 15.7 Motilal Oswal Focused 25 Fund Growth ₹51.2621
↑ 0.64 ₹1,845 3.3 13.5 15.1 11.9 8 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Select Focus Fund ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund SBI Focused Equity Fund Motilal Oswal Focused 25 Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹17,168 Cr). Upper mid AUM (₹26,553 Cr). Highest AUM (₹50,180 Cr). Bottom quartile AUM (₹1,845 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.29% (top quartile). 5Y return: 11.58% (lower mid). 5Y return: 13.29% (upper mid). 5Y return: 8.70% (bottom quartile). 5Y return: 8.05% (bottom quartile). Point 6 3Y return: 17.03% (top quartile). 3Y return: 14.14% (upper mid). 3Y return: 13.03% (lower mid). 3Y return: 12.66% (bottom quartile). 3Y return: 11.92% (bottom quartile). Point 7 1Y return: 24.49% (top quartile). 1Y return: -8.40% (bottom quartile). 1Y return: -8.30% (bottom quartile). 1Y return: 1.61% (lower mid). 1Y return: 15.07% (upper mid). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 0.71 (lower mid). Alpha: -2.25 (bottom quartile). Alpha: 12.04 (upper mid). Alpha: 25.82 (top quartile). Point 9 Sharpe: 1.85 (top quartile). Sharpe: -0.29 (bottom quartile). Sharpe: -0.43 (bottom quartile). Sharpe: 0.27 (lower mid). Sharpe: 1.06 (upper mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 1.33 (top quartile). Information ratio: 0.72 (upper mid). Information ratio: 0.69 (lower mid). Information ratio: 0.36 (bottom quartile). Sundaram Select Focus Fund
ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
Motilal Oswal Focused 25 Fund
ಅತ್ಯುತ್ತಮ ಸಾಲ ನಿಧಿಗಳು 2022 - 2023
ನಂತಹ ವಿಭಿನ್ನ ವರ್ಗಗಳಿಂದ ಉನ್ನತ ಶ್ರೇಣಿಯ ಫಂಡ್‌ಗಳನ್ನು ಕೆಳಗೆ ನೀಡಲಾಗಿದೆ. ಲಿಕ್ವಿಡ್, ಅಲ್ಟ್ರಾ ಶಾರ್ಟ್, ಅಲ್ಪಾವಧಿ, GILT, ಕ್ರೆಡಿಟ್ ರಿಸ್ಕ್ ಮತ್ತು ಕಾರ್ಪೊರೇಟ್ ಸಾಲಸಾಲ.
ಟಾಪ್ 5 ಅಲ್ಟ್ರಾ ಅಲ್ಪಾವಧಿಯ ಸಾಲ ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹594.277
↑ 0.39 ₹16,279 1.4 3 6 7.1 7.4 7.61% 6M 7D 7M 13D ICICI Prudential Ultra Short Term Fund Growth ₹29.9656
↑ 0.02 ₹15,236 1.3 2.9 5.9 6.9 7.1 7.37% 10M 17D 1Y 3M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,464.06
↑ 4.71 ₹11,237 1.4 2.9 6 6.9 7 7.03% 3M 14D 5M 23D Invesco India Ultra Short Term Fund Growth ₹2,913.64
↑ 1.93 ₹1,394 1.4 2.9 5.9 6.8 6.8 0% Kotak Savings Fund Growth ₹46.24
↑ 0.03 ₹15,261 1.2 2.8 5.7 6.6 6.8 7.24% 4M 17D 5M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Invesco India Ultra Short Term Fund Kotak Savings Fund Point 1 Highest AUM (₹16,279 Cr). Lower mid AUM (₹15,236 Cr). Bottom quartile AUM (₹11,237 Cr). Bottom quartile AUM (₹1,394 Cr). Upper mid AUM (₹15,261 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Established history (15+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 6.05% (top quartile). 1Y return: 5.94% (lower mid). 1Y return: 6.02% (upper mid). 1Y return: 5.94% (bottom quartile). 1Y return: 5.74% (bottom quartile). Point 6 1M return: 0.21% (lower mid). 1M return: 0.19% (bottom quartile). 1M return: 0.27% (top quartile). 1M return: 0.22% (upper mid). 1M return: 0.20% (bottom quartile). Point 7 Sharpe: 0.96 (top quartile). Sharpe: 0.96 (upper mid). Sharpe: 0.94 (lower mid). Sharpe: 0.85 (bottom quartile). Sharpe: 0.59 (bottom quartile). Point 8 Information 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 9 Yield to maturity (debt): 7.61% (top quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.03% (bottom quartile). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.24% (lower mid). Point 10 Modified duration: 0.52 yrs (bottom quartile). Modified duration: 0.88 yrs (bottom quartile). Modified duration: 0.29 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 0.38 yrs (lower mid). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Invesco India Ultra Short Term Fund
Kotak Savings Fund
ಟಾಪ್ 5 ಅಲ್ಪಾವಧಿಯ ಸಾಲ ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D Bandhan Bond Fund Short Term Plan Growth ₹61.1661
↑ 0.03 ₹8,680 0.6 2.6 4.9 7.1 7.5 7.17% 1Y 18D 1Y 2M 19D Axis Short Term Fund Growth ₹32.9804
↑ 0.01 ₹7,425 0.3 2.1 4.2 7 8.1 7.77% 2Y 4D 2Y 6M 14D HDFC Short Term Debt Fund Growth ₹34.0305
↑ 0.02 ₹14,219 0 1.8 3.9 6.9 7.8 7.9% 2Y 3M 2Y 10M 28D 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
Commentary Franklin India Short Term Income Plan - Retail Plan IDBI Short Term Bond Fund Bandhan Bond Fund Short Term Plan Axis Short Term Fund HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹26 Cr). Upper mid AUM (₹8,680 Cr). Lower mid AUM (₹7,425 Cr). Highest AUM (₹14,219 Cr). Point 2 Established history (24+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.21% (upper mid). 1Y return: 4.92% (lower mid). 1Y return: 4.23% (bottom quartile). 1Y return: 3.91% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (upper mid). 1M return: -0.15% (lower mid). 1M return: -0.39% (bottom quartile). 1M return: -0.58% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (top quartile). Sharpe: 0.07 (upper mid). Sharpe: -0.21 (lower mid). Sharpe: -0.27 (bottom quartile). Point 8 Information 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 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.43% (bottom quartile). Yield to maturity (debt): 7.17% (lower mid). Yield to maturity (debt): 7.77% (upper mid). Yield to maturity (debt): 7.90% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 1.05 yrs (lower mid). Modified duration: 2.01 yrs (bottom quartile). Modified duration: 2.25 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
IDBI Short Term Bond Fund
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
HDFC Short Term Debt Fund
ಟಾಪ್ 5 ಲಿಕ್ವಿಡ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹3,151.1
↑ 0.46 ₹53,470 0.4 1.5 3.1 6.4 6.6 6.37% 1M 19D 1M 19D Edelweiss Liquid Fund Growth ₹3,618.63
↑ 0.54 ₹11,741 0.4 1.5 3.1 6.4 6.5 6.52% 2M 1D 2M 1D Canara Robeco Liquid Growth ₹3,402.9
↑ 0.48 ₹5,027 0.4 1.5 3 6.3 6.5 0.06% 1M 28D 2M 2D UTI Liquid Cash Plan Growth ₹464.059
↑ 0.07 ₹27,453 0.4 1.5 3.1 6.4 6.5 6.39% 1M 19D 1M 19D Tata Liquid Fund Growth ₹4,452.65
↑ 0.68 ₹28,037 0.4 1.5 3.1 6.3 6.5 6.19% 1M 7D 1M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Liquid Fund Edelweiss Liquid Fund Canara Robeco Liquid UTI Liquid Cash Plan Tata Liquid Fund Point 1 Highest AUM (₹53,470 Cr). Bottom quartile AUM (₹11,741 Cr). Bottom quartile AUM (₹5,027 Cr). Lower mid AUM (₹27,453 Cr). Upper mid AUM (₹28,037 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.41% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.31% (bottom quartile). 1Y return: 6.37% (lower mid). 1Y return: 6.31% (bottom quartile). Point 6 1M return: 0.43% (lower mid). 1M return: 0.44% (upper mid). 1M return: 0.43% (bottom quartile). 1M return: 0.44% (top quartile). 1M return: 0.43% (bottom quartile). Point 7 Sharpe: 3.18 (top quartile). Sharpe: 3.04 (bottom quartile). Sharpe: 2.89 (bottom quartile). Sharpe: 3.12 (upper mid). Sharpe: 3.11 (lower mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.50 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.37% (lower mid). Yield to maturity (debt): 6.52% (top quartile). Yield to maturity (debt): 0.06% (bottom quartile). Yield to maturity (debt): 6.39% (upper mid). Yield to maturity (debt): 6.19% (bottom quartile). Point 10 Modified duration: 0.14 yrs (upper mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.16 yrs (bottom quartile). Modified duration: 0.14 yrs (lower mid). Modified duration: 0.10 yrs (top quartile). Axis Liquid Fund
Edelweiss Liquid Fund
Canara Robeco Liquid
UTI Liquid Cash Plan
Tata Liquid Fund
ಟಾಪ್ 5 ಬ್ಯಾಂಕಿಂಗ್ ಮತ್ತು PSU ಸಾಲ ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Banking & PSU Debt Fund Growth ₹26.2633
↑ 0.02 ₹11,893 0.5 2.5 4.6 6.7 7.1 7.01% 1Y 2M 23D 1Y 5M 16D ICICI Prudential Banking and PSU Debt Fund Growth ₹34.6495
↑ 0.01 ₹8,041 -0.2 1.6 3.6 6.5 7.6 7.82% 3Y 1M 24D 5Y 7M 2D Nippon India Banking & PSU Debt Fund Growth ₹21.8788
↑ 0.01 ₹5,057 -0.2 1.8 3.2 6.5 7.3 0.07% 2Y 5M 8D 3Y 18D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹386.02
↑ 0.22 ₹8,439 -0.2 1.5 3.1 6.4 7.3 7.5% 2Y 3M 7D 2Y 10M 17D HDFC Banking and PSU Debt Fund Growth ₹24.2055
↑ 0.01 ₹5,055 -0.5 1.4 3 6.3 7.5 7.73% 2Y 9M 14D 3Y 9M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Banking & PSU Debt Fund ICICI Prudential Banking and PSU Debt Fund Nippon India Banking & PSU Debt Fund Aditya Birla Sun Life Banking & PSU Debt Fund HDFC Banking and PSU Debt Fund Point 1 Highest AUM (₹11,893 Cr). Lower mid AUM (₹8,041 Cr). Bottom quartile AUM (₹5,057 Cr). Upper mid AUM (₹8,439 Cr). Bottom quartile AUM (₹5,055 Cr). Point 2 Established history (13+ yrs). Established history (16+ yrs). Established history (11+ yrs). Oldest track record among peers (18 yrs). Established history (12+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Not Rated. Rating: 4★ (lower mid). Top rated. Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 4.64% (top quartile). 1Y return: 3.63% (upper mid). 1Y return: 3.23% (lower mid). 1Y return: 3.06% (bottom quartile). 1Y return: 3.02% (bottom quartile). Point 6 1M return: -0.21% (top quartile). 1M return: -0.85% (bottom quartile). 1M return: -0.57% (upper mid). 1M return: -0.63% (lower mid). 1M return: -0.79% (bottom quartile). Point 7 Sharpe: -0.07 (top quartile). Sharpe: -0.24 (upper mid). Sharpe: -0.44 (lower mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.47 (bottom quartile). Point 8 Information 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 9 Yield to maturity (debt): 7.01% (bottom quartile). Yield to maturity (debt): 7.82% (top quartile). Yield to maturity (debt): 0.07% (bottom quartile). Yield to maturity (debt): 7.50% (lower mid). Yield to maturity (debt): 7.73% (upper mid). Point 10 Modified duration: 1.23 yrs (top quartile). Modified duration: 3.15 yrs (bottom quartile). Modified duration: 2.44 yrs (lower mid). Modified duration: 2.27 yrs (upper mid). Modified duration: 2.79 yrs (bottom quartile). Bandhan Banking & PSU Debt Fund
ICICI Prudential Banking and PSU Debt Fund
Nippon India Banking & PSU Debt Fund
Aditya Birla Sun Life Banking & PSU Debt Fund
HDFC Banking and PSU Debt Fund
ಟಾಪ್ 5 ಕ್ರೆಡಿಟ್ ರಿಸ್ಕ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹55.1408
↑ 0.02 ₹326 0.5 2.3 9.4 12.8 21 8.26% 2Y 1M 2D 2Y 3M 7D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.3509
↑ 0.02 ₹1,657 0.6 2.8 10 11.9 13.4 8.24% 1Y 7M 10D 2Y 2M 12D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% ICICI Prudential Regular Savings Fund Growth ₹34.6912
↑ 0.01 ₹6,320 0.5 2.7 5.9 8.1 9.5 8.57% 1Y 10M 20D 2Y 11M 19D Nippon India Credit Risk Fund Growth ₹38.1352
↑ 0.02 ₹1,708 0.9 2.9 6 7.9 8.9 0.09% 1Y 9M 11D 2Y 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Credit Risk Fund ICICI Prudential Regular Savings Fund Nippon India Credit Risk Fund Point 1 Bottom quartile AUM (₹326 Cr). Lower mid AUM (₹1,657 Cr). Bottom quartile AUM (₹104 Cr). Highest AUM (₹6,320 Cr). Upper mid AUM (₹1,708 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (21+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 9.37% (upper mid). 1Y return: 9.97% (top quartile). 1Y return: 7.45% (lower mid). 1Y return: 5.88% (bottom quartile). 1Y return: 6.04% (bottom quartile). Point 6 1M return: -0.33% (lower mid). 1M return: -0.48% (bottom quartile). 1M return: 0.91% (top quartile). 1M return: -0.66% (bottom quartile). 1M return: -0.18% (upper mid). Point 7 Sharpe: 0.75 (bottom quartile). Sharpe: 1.61 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.97 (upper mid). Sharpe: 0.82 (lower mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 1.23 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 8.26% (upper mid). Yield to maturity (debt): 8.24% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.57% (top quartile). Yield to maturity (debt): 0.09% (bottom quartile). Point 10 Modified duration: 2.09 yrs (bottom quartile). Modified duration: 1.61 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.89 yrs (bottom quartile). Modified duration: 1.78 yrs (lower mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
ICICI Prudential Regular Savings Fund
Nippon India Credit Risk Fund
ಟಾಪ್ 5 ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BNP Paribas Corporate Bond Fund Growth ₹29.3953
↑ 0.02 ₹269 0.4 2.5 4.4 7.3 8.3 7.25% 1Y 7M 24D 2Y 1M 17D Franklin India Corporate Debt Fund Growth ₹106.631
↑ 0.06 ₹1,409 0.5 2.2 4.6 7.2 9.1 7.57% 1Y 4M 2D 2Y 8M 1D Nippon India Prime Debt Fund Growth ₹63.4855
↑ 0.02 ₹8,907 -0.1 1.8 3.5 6.9 7.8 0.08% 2Y 4M 2D 2Y 9M 29D Kotak Corporate Bond Fund Standard Growth ₹3,991.66
↑ 1.30 ₹14,791 -0.1 1.7 3.4 6.8 7.8 7.77% 2Y 8M 8D 4Y 10M 17D ICICI Prudential Corporate Bond Fund Growth ₹31.7029
↑ 0.01 ₹28,385 -0.3 1.6 3.8 6.7 8 7.83% 3Y 4M 20D 5Y 11M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BNP Paribas Corporate Bond Fund Franklin India Corporate Debt Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard ICICI Prudential Corporate Bond Fund Point 1 Bottom quartile AUM (₹269 Cr). Bottom quartile AUM (₹1,409 Cr). Lower mid AUM (₹8,907 Cr). Upper mid AUM (₹14,791 Cr). Highest AUM (₹28,385 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (26+ yrs). Established history (19+ yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 4.36% (upper mid). 1Y return: 4.62% (top quartile). 1Y return: 3.49% (bottom quartile). 1Y return: 3.41% (bottom quartile). 1Y return: 3.83% (lower mid). Point 6 1M return: -0.43% (upper mid). 1M return: -0.25% (top quartile). 1M return: -0.63% (bottom quartile). 1M return: -0.61% (lower mid). 1M return: -0.94% (bottom quartile). Point 7 Sharpe: -0.05 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.45 (bottom quartile). Sharpe: -0.12 (lower mid). Point 8 Information 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 9 Yield to maturity (debt): 7.25% (bottom quartile). Yield to maturity (debt): 7.57% (lower mid). Yield to maturity (debt): 0.08% (bottom quartile). Yield to maturity (debt): 7.77% (upper mid). Yield to maturity (debt): 7.83% (top quartile). Point 10 Modified duration: 1.65 yrs (upper mid). Modified duration: 1.34 yrs (top quartile). Modified duration: 2.34 yrs (lower mid). Modified duration: 2.69 yrs (bottom quartile). Modified duration: 3.39 yrs (bottom quartile). BNP Paribas Corporate Bond Fund
Franklin India Corporate Debt Fund
Nippon India Prime Debt Fund
Kotak Corporate Bond Fund Standard
ICICI Prudential Corporate Bond Fund
ಟಾಪ್ 5 GILT ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.5626
↑ 0.02 ₹1,686 0.5 3.9 6.4 7.7 3.7 5.29% 9M 14D 1Y 9M 25D Axis Gilt Fund Growth ₹26.3079
↑ 0.01 ₹336 -1.2 1.3 1.8 6.5 5.2 7.13% 6Y 10M 6D 13Y 6M 22D SBI Magnum Gilt Fund Growth ₹67.8022
↑ 0.01 ₹8,067 -0.9 1.4 1.9 5.9 4.5 7.03% 5Y 3M 22D 15Y 5M 1D UTI Gilt Fund Growth ₹64.5046
↑ 0.05 ₹415 -1.9 -0.5 2.2 5.9 5.1 7.38% 9Y 1M 28D 28Y 6M 7D DSP Government Securities Fund Growth ₹96.837
↑ 0.06 ₹1,083 -1.8 0.8 0.1 5.8 4.5 6.98% 7Y 7M 6D 19Y 2M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund SBI Magnum Gilt Fund UTI Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,686 Cr). Bottom quartile AUM (₹336 Cr). Highest AUM (₹8,067 Cr). Bottom quartile AUM (₹415 Cr). Lower mid AUM (₹1,083 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Established history (25+ yrs). Established history (24+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.45% (top quartile). 1Y return: 1.76% (bottom quartile). 1Y return: 1.91% (lower mid). 1Y return: 2.19% (upper mid). 1Y return: 0.14% (bottom quartile). Point 6 1M return: 0.09% (top quartile). 1M return: -1.31% (lower mid). 1M return: -0.87% (upper mid). 1M return: -2.32% (bottom quartile). 1M return: -2.32% (bottom quartile). Point 7 Sharpe: 0.36 (top quartile). Sharpe: -0.41 (lower mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.38 (upper mid). Sharpe: -0.45 (bottom quartile). Point 8 Information 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 9 Yield to maturity (debt): 5.29% (bottom quartile). Yield to maturity (debt): 7.13% (upper mid). Yield to maturity (debt): 7.03% (lower mid). Yield to maturity (debt): 7.38% (top quartile). Yield to maturity (debt): 6.98% (bottom quartile). Point 10 Modified duration: 0.79 yrs (top quartile). Modified duration: 6.85 yrs (lower mid). Modified duration: 5.31 yrs (upper mid). Modified duration: 9.16 yrs (bottom quartile). Modified duration: 7.60 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
SBI Magnum Gilt Fund
UTI Gilt Fund
DSP Government Securities Fund
ಅತ್ಯುತ್ತಮ ಹೈಬ್ರಿಡ್ ಫಂಡ್ಗಳು 2022 - 2023
ನಂತಹ ವಿಭಿನ್ನ ವರ್ಗಗಳಿಂದ ಉನ್ನತ ಶ್ರೇಣಿಯ ಫಂಡ್‌ಗಳನ್ನು ಕೆಳಗೆ ನೀಡಲಾಗಿದೆ. ಆಕ್ರಮಣಕಾರಿ, ಕನ್ಸರ್ವೇಟಿವ್, ಆರ್ಬಿಟ್ರೇಜ್, ಡೈನಾಮಿಕ್ ಹಂಚಿಕೆ, ಬಹು ಆಸ್ತಿ, ಇಕ್ವಿಟಿ ಉಳಿತಾಯ ಮತ್ತು ಪರಿಹಾರ ಆಧಾರಿತಹೈಬ್ರಿಡ್ ಯೋಜನೆಗಳು.
ಟಾಪ್ 5 ಸಮತೋಲಿತ ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.34
↑ 0.45 ₹2,196 -4 -1 4.9 13.7 11.8 -0.9 SBI Multi Asset Allocation Fund Growth ₹63.4034
↓ -0.75 ₹21,044 -4.3 -3.5 1.1 12.4 11.2 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund SBI Multi Asset Allocation Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹21,044 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 3★ (upper mid). Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 11.84% (upper mid). 5Y return: 11.18% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.66% (bottom quartile). 3Y return: 12.44% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 4.92% (bottom quartile). 1Y return: 1.13% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (lower mid). 1M return: -8.70% (bottom quartile). 1M return: -5.18% (bottom quartile). Point 9 Alpha: 5.81 (upper mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.21 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
SBI Multi Asset Allocation Fund
ಟಾಪ್ 5 ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.34
↑ 0.45 ₹2,196 -4 -1 4.9 13.7 11.8 -0.9 Bandhan Hybrid Equity Fund Growth ₹26.676
↑ 0.20 ₹2,663 -3.3 -0.5 -1.9 11.8 8.7 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹2,663 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 11.84% (upper mid). 5Y return: 8.72% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.66% (bottom quartile). 3Y return: 11.85% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 4.92% (bottom quartile). 1Y return: -1.90% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (lower mid). 1M return: -8.70% (bottom quartile). 1M return: -5.05% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 6.68 (top quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.01 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Bandhan Hybrid Equity Fund
ಟಾಪ್ 5 ಕನ್ಸರ್ವೇಟಿವ್ ಹೈಬ್ರಿಡ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.34
↑ 0.45 ₹2,196 -4 -1 4.9 13.7 11.8 -0.9 SBI Multi Asset Allocation Fund Growth ₹63.4034
↓ -0.75 ₹21,044 -4.3 -3.5 1.1 12.4 11.2 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund SBI Multi Asset Allocation Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹21,044 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 3★ (upper mid). Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 11.84% (upper mid). 5Y return: 11.18% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.66% (bottom quartile). 3Y return: 12.44% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 4.92% (bottom quartile). 1Y return: 1.13% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (lower mid). 1M return: -8.70% (bottom quartile). 1M return: -5.18% (bottom quartile). Point 9 Alpha: 5.81 (upper mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.21 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
SBI Multi Asset Allocation Fund
ಟಾಪ್ 5 ಆರ್ಬಿಟ್ರೇಜ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Kotak Equity Arbitrage Fund Growth ₹40.4239
↓ -0.07 ₹75,275 1.6 3 6.3 6.8 6.4 6.4 UTI Arbitrage Fund Growth ₹37.8091
↓ -0.03 ₹10,900 1.5 2.9 6.2 6.8 6.2 6.5 Invesco India Arbitrage Fund Growth ₹34.4442
↓ -0.05 ₹30,396 1.6 3.1 6.3 6.8 6.5 6.5 SBI Arbitrage Opportunities Fund Growth ₹36.4748
↓ -0.06 ₹46,309 1.6 3 6.2 6.7 6.3 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹37.0081
↓ -0.06 ₹35,576 1.6 3 6.2 6.7 6.2 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund UTI Arbitrage Fund Invesco India Arbitrage Fund SBI Arbitrage Opportunities Fund ICICI Prudential Equity Arbitrage Fund Point 1 Highest AUM (₹75,275 Cr). Bottom quartile AUM (₹10,900 Cr). Bottom quartile AUM (₹30,396 Cr). Upper mid AUM (₹46,309 Cr). Lower mid AUM (₹35,576 Cr). Point 2 Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 6.38% (upper mid). 5Y return: 6.20% (bottom quartile). 5Y return: 6.45% (top quartile). 5Y return: 6.35% (lower mid). 5Y return: 6.22% (bottom quartile). Point 6 3Y return: 6.83% (top quartile). 3Y return: 6.77% (upper mid). 3Y return: 6.77% (lower mid). 3Y return: 6.74% (bottom quartile). 3Y return: 6.74% (bottom quartile). Point 7 1Y return: 6.27% (upper mid). 1Y return: 6.16% (bottom quartile). 1Y return: 6.30% (top quartile). 1Y return: 6.22% (bottom quartile). 1Y return: 6.24% (lower mid). Point 8 1M return: 0.57% (bottom quartile). 1M return: 0.53% (bottom quartile). 1M return: 0.61% (upper mid). 1M return: 0.62% (top quartile). 1M return: 0.58% (lower mid). Point 9 Alpha: 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 10 Sharpe: 0.77 (upper mid). Sharpe: 0.71 (bottom quartile). Sharpe: 0.85 (top quartile). Sharpe: 0.73 (bottom quartile). Sharpe: 0.76 (lower mid). Kotak Equity Arbitrage Fund
UTI Arbitrage Fund
Invesco India Arbitrage Fund
SBI Arbitrage Opportunities Fund
ICICI Prudential Equity Arbitrage Fund
ಟಾಪ್ 5 ಡೈನಾಮಿಕ್ ಅಲೊಕೇಶನ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Franklin India Multi - Asset Solution Fund Growth ₹22.5038
↑ 0.01 ₹142 1 2.6 5.4 12.2 9.6 14.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹108.96
↑ 0.94 ₹9,836 -3.2 -1.3 -0.8 9.6 7.8 10.1 Axis Dynamic Equity Fund Growth ₹20.7
↑ 0.08 ₹3,651 -3.3 -2.4 -3.9 9.5 7.4 7 ICICI Prudential Balanced Advantage Fund Growth ₹75.29
↑ 0.30 ₹71,913 -3.3 -1.6 -2.2 9.3 8.8 12.2 Edelweiss Balanced Advantage Fund Growth ₹51.17
↑ 0.30 ₹12,880 -2.6 -1.5 -2.4 8.5 7 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund Aditya Birla Sun Life Balanced Advantage Fund Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Edelweiss Balanced Advantage Fund Point 1 Bottom quartile AUM (₹142 Cr). Lower mid AUM (₹9,836 Cr). Bottom quartile AUM (₹3,651 Cr). Highest AUM (₹71,913 Cr). Upper mid AUM (₹12,880 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Established history (19+ yrs). Established history (17+ yrs). Point 3 Not Rated. Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.58% (top quartile). 5Y return: 7.80% (lower mid). 5Y return: 7.39% (bottom quartile). 5Y return: 8.78% (upper mid). 5Y return: 7.01% (bottom quartile). Point 6 3Y return: 12.21% (top quartile). 3Y return: 9.62% (upper mid). 3Y return: 9.54% (lower mid). 3Y return: 9.26% (bottom quartile). 3Y return: 8.52% (bottom quartile). Point 7 1Y return: 5.37% (top quartile). 1Y return: -0.79% (upper mid). 1Y return: -3.91% (bottom quartile). 1Y return: -2.17% (lower mid). 1Y return: -2.38% (bottom quartile). Point 8 1M return: 0.14% (top quartile). 1M return: -4.43% (bottom quartile). 1M return: -3.28% (upper mid). 1M return: -4.25% (bottom quartile). 1M return: -3.87% (lower mid). Point 9 Alpha: 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 10 Sharpe: 0.25 (top quartile). Sharpe: -0.04 (upper mid). Sharpe: -0.44 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.25 (bottom quartile). Franklin India Multi - Asset Solution Fund
Aditya Birla Sun Life Balanced Advantage Fund
Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage Fund
Edelweiss Balanced Advantage Fund
ಟಾಪ್ 5 ಬಹು ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Multi Asset Allocation Fund Growth ₹63.4034
↓ -0.75 ₹21,044 -4.3 -3.5 1.1 12.4 11.2 18.6 UTI Multi Asset Fund Growth ₹74.276
↑ 0.43 ₹6,634 -5.4 -4.9 -5.2 12 10.8 11.1 ICICI Prudential Multi-Asset Fund Growth ₹761.827
↓ -6.69 ₹84,108 -5.1 -5.7 -4.9 11.6 12.6 18.6 Axis Triple Advantage Fund Growth ₹42.7429
↑ 0.24 ₹2,616 -4.1 -2.9 -0.8 11.4 6.4 15.3 Edelweiss Multi Asset Allocation Fund Growth ₹62.03
↑ 0.54 ₹3,875 -4.3 -3.2 -5.4 10.2 10 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Multi Asset Allocation Fund UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund Axis Triple Advantage Fund Edelweiss Multi Asset Allocation Fund Point 1 Upper mid AUM (₹21,044 Cr). Lower mid AUM (₹6,634 Cr). Highest AUM (₹84,108 Cr). Bottom quartile AUM (₹2,616 Cr). Bottom quartile AUM (₹3,875 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.18% (upper mid). 5Y return: 10.78% (lower mid). 5Y return: 12.63% (top quartile). 5Y return: 6.37% (bottom quartile). 5Y return: 10.04% (bottom quartile). Point 6 3Y return: 12.44% (top quartile). 3Y return: 11.98% (upper mid). 3Y return: 11.63% (lower mid). 3Y return: 11.39% (bottom quartile). 3Y return: 10.17% (bottom quartile). Point 7 1Y return: 1.13% (top quartile). 1Y return: -5.19% (bottom quartile). 1Y return: -4.88% (lower mid). 1Y return: -0.82% (upper mid). 1Y return: -5.43% (bottom quartile). Point 8 1M return: -5.18% (upper mid). 1M return: -5.26% (lower mid). 1M return: -5.30% (bottom quartile). 1M return: -5.78% (bottom quartile). 1M return: -5.01% (top quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.27 (top quartile). Point 10 Sharpe: 0.21 (top quartile). Sharpe: -0.17 (lower mid). Sharpe: -0.31 (bottom quartile). Sharpe: 0.09 (upper mid). Sharpe: -0.35 (bottom quartile). SBI Multi Asset Allocation Fund
UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
Axis Triple Advantage Fund
Edelweiss Multi Asset Allocation Fund
ಟಾಪ್ 5 ಇಕ್ವಿಟಿ ಉಳಿತಾಯ ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Edelweiss Equity Savings Fund Growth ₹26.9401
↑ 0.07 ₹1,704 -0.2 2.2 3.6 9.6 7.8 8 Kotak Equity Savings Fund Growth ₹26.8092
↑ 0.09 ₹10,443 -2.1 -1.2 -0.8 8 8 7.9 Axis Equity Saver Fund Growth ₹22.74
↑ 0.05 ₹855 -1.3 1.3 0.5 7.6 5.9 5.4 DSP Equity Savings Fund Growth ₹21.942
↑ 0.01 ₹3,087 -1.4 -0.6 -1 7.1 6.4 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity Savings Fund Edelweiss Equity Savings Fund Kotak Equity Savings Fund Axis Equity Saver Fund DSP Equity Savings Fund Point 1 Bottom quartile AUM (₹285 Cr). Lower mid AUM (₹1,704 Cr). Highest AUM (₹10,443 Cr). Bottom quartile AUM (₹855 Cr). Upper mid AUM (₹3,087 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (12+ yrs). Established history (11+ yrs). Established history (10+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.02% (top quartile). 5Y return: 7.85% (lower mid). 5Y return: 8.01% (upper mid). 5Y return: 5.89% (bottom quartile). 5Y return: 6.40% (bottom quartile). Point 6 3Y return: 9.85% (top quartile). 3Y return: 9.57% (upper mid). 3Y return: 8.02% (lower mid). 3Y return: 7.63% (bottom quartile). 3Y return: 7.15% (bottom quartile). Point 7 1Y return: 6.88% (top quartile). 1Y return: 3.55% (upper mid). 1Y return: -0.76% (bottom quartile). 1Y return: 0.49% (lower mid). 1Y return: -1.02% (bottom quartile). Point 8 1M return: 0.34% (top quartile). 1M return: -2.16% (bottom quartile). 1M return: -3.24% (bottom quartile). 1M return: -2.07% (lower mid). 1M return: -1.31% (upper mid). Point 9 Alpha: 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 10 Sharpe: 0.00 (upper mid). Sharpe: 0.27 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: -0.32 (lower mid). Sharpe: -1.14 (bottom quartile). Tata Equity Savings Fund
Edelweiss Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver Fund
DSP Equity Savings Fund
ಟಾಪ್ 5 ಪರಿಹಾರ ಆಧಾರಿತ ಯೋಜನೆಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹46.191
↑ 0.25 ₹6,645 -4.2 -5.2 -11.3 7.6 9.4 5.2 SBI Magnum Children's Benefit Plan Growth ₹116.88
↑ 0.03 ₹152 -1 3.6 6.3 10.2 9.4 3.2 ICICI Prudential Child Care Plan (Gift) Growth ₹304.25
↑ 0.61 ₹1,376 -6.2 -6.6 -8.6 10.4 9.2 8.3 Tata Retirement Savings Fund-Moderate Growth ₹62.8916
↑ 0.54 ₹2,115 -6.8 -2.8 -4.9 8.8 7.1 1 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹35.386
↑ 0.08 ₹1,530 -4.5 -5.1 -10.3 5.7 6.9 5.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Retirement Savings Fund - Equity Plan SBI Magnum Children's Benefit Plan ICICI Prudential Child Care Plan (Gift) Tata Retirement Savings Fund-Moderate HDFC Retirement Savings Fund - Hybrid - Equity Plan Point 1 Highest AUM (₹6,645 Cr). Bottom quartile AUM (₹152 Cr). Bottom quartile AUM (₹1,376 Cr). Upper mid AUM (₹2,115 Cr). Lower mid AUM (₹1,530 Cr). Point 2 Established history (10+ yrs). Established history (24+ yrs). Oldest track record among peers (25 yrs). Established history (14+ yrs). Established history (10+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (lower mid). Rating: 5★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.37% (top quartile). 5Y return: 9.36% (upper mid). 5Y return: 9.24% (lower mid). 5Y return: 7.07% (bottom quartile). 5Y return: 6.92% (bottom quartile). Point 6 3Y return: 7.56% (bottom quartile). 3Y return: 10.20% (upper mid). 3Y return: 10.41% (top quartile). 3Y return: 8.83% (lower mid). 3Y return: 5.67% (bottom quartile). Point 7 1Y return: -11.32% (bottom quartile). 1Y return: 6.34% (top quartile). 1Y return: -8.59% (lower mid). 1Y return: -4.94% (upper mid). 1Y return: -10.33% (bottom quartile). Point 8 1M return: -4.07% (lower mid). 1M return: -3.48% (upper mid). 1M return: -6.70% (bottom quartile). 1M return: -8.07% (bottom quartile). 1M return: -3.20% (top quartile). Point 9 Alpha: -6.43 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.71 (bottom quartile). Sharpe: 0.76 (top quartile). Sharpe: -0.41 (lower mid). Sharpe: -0.04 (upper mid). Sharpe: -0.87 (bottom quartile). HDFC Retirement Savings Fund - Equity Plan
SBI Magnum Children's Benefit Plan
ICICI Prudential Child Care Plan (Gift)
Tata Retirement Savings Fund-Moderate
HDFC Retirement Savings Fund - Hybrid - Equity Plan
ಟಾಪ್ 5 ಗೋಲ್ಡ್ ಫಂಡ್ಗಳು 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Gold Fund Growth ₹40.547
↑ 0.06 ₹1,805 -2.6 -6.8 13.8 30.9 22.6 72 SBI Gold Fund Growth ₹40.8436
↑ 0.09 ₹17,423 -2.6 -6.8 13.7 30.8 22.8 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹43.2075
↑ 0.13 ₹7,067 -2.5 -6.8 14 30.7 22.5 72 Nippon India Gold Savings Fund Growth ₹53.3813
↑ 0.10 ₹7,353 -2.4 -6.7 13.6 30.6 22.5 71.2 IDBI Gold Fund Growth ₹36.161
↑ 0.11 ₹833 -2.7 -6.8 14.4 30.5 21.1 79 HDFC Gold Fund Growth ₹41.6405
↑ 0.07 ₹12,013 -2.5 -6.7 13.2 30.5 22.5 71.3 Kotak Gold Fund Growth ₹53.6227
↑ 0.16 ₹6,996 -2.6 -6.6 13.4 30.5 22.3 70.4 Axis Gold Fund Growth ₹40.5419
↑ 0.11 ₹3,134 -2.6 -6.8 13.5 30.3 22.6 69.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Aditya Birla Sun Life Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund IDBI Gold Fund HDFC Gold Fund Kotak Gold Fund Axis Gold Fund Point 1 Bottom quartile AUM (₹1,805 Cr). Highest AUM (₹17,423 Cr). Upper mid AUM (₹7,067 Cr). Upper mid AUM (₹7,353 Cr). Bottom quartile AUM (₹833 Cr). Top quartile AUM (₹12,013 Cr). Lower mid AUM (₹6,996 Cr). Lower mid AUM (₹3,134 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 2★ (top quartile). Rating: 1★ (upper mid). Rating: 2★ (upper mid). Not Rated. Rating: 1★ (lower mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 22.57% (upper mid). 5Y return: 22.75% (top quartile). 5Y return: 22.54% (upper mid). 5Y return: 22.48% (lower mid). 5Y return: 21.14% (bottom quartile). 5Y return: 22.49% (lower mid). 5Y return: 22.30% (bottom quartile). 5Y return: 22.59% (top quartile). Point 6 3Y return: 30.87% (top quartile). 3Y return: 30.79% (top quartile). 3Y return: 30.74% (upper mid). 3Y return: 30.55% (upper mid). 3Y return: 30.53% (lower mid). 3Y return: 30.49% (lower mid). 3Y return: 30.47% (bottom quartile). 3Y return: 30.32% (bottom quartile). Point 7 1Y return: 13.81% (upper mid). 1Y return: 13.69% (upper mid). 1Y return: 14.01% (top quartile). 1Y return: 13.59% (lower mid). 1Y return: 14.43% (top quartile). 1Y return: 13.22% (bottom quartile). 1Y return: 13.41% (bottom quartile). 1Y return: 13.51% (lower mid). Point 8 1M return: -7.23% (bottom quartile). 1M return: -7.18% (lower mid). 1M return: -7.17% (upper mid). 1M return: -7.10% (top quartile). 1M return: -7.17% (upper mid). 1M return: -7.16% (top quartile). 1M return: -7.18% (lower mid). 1M return: -7.21% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.73 (bottom quartile). Sharpe: 0.79 (upper mid). Sharpe: 0.75 (lower mid). Sharpe: 0.74 (bottom quartile). Sharpe: 0.75 (lower mid). Sharpe: 0.78 (upper mid). Sharpe: 0.85 (top quartile). Sharpe: 0.82 (top quartile). Aditya Birla Sun Life Gold Fund
SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings Fund
IDBI Gold Fund
HDFC Gold Fund
Kotak Gold Fund
Axis Gold Fund
1 ತಿಂಗಳ ಕಾರ್ಯಕ್ಷಮತೆಯ ಆಧಾರದ ಮೇಲೆ ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Research Highlights for Franklin India Short Term Income Plan - Retail Plan Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Research Highlights for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for ICICI Prudential US Bluechip Equity Fund Below is the key information for ICICI Prudential US Bluechip Equity Fund Returns up to 1 year are on An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets. Research Highlights for Aditya Birla Sun Life International Equity Fund - Plan B Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B Returns up to 1 year are on 1. Franklin India Short Term Income Plan - Retail Plan
Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. ICICI Prudential US Bluechip Equity Fund
ICICI Prudential US Bluechip Equity Fund
Growth Launch Date 6 Jul 12 NAV (23 Oct 26) ₹81.96 ↓ -0.57 (-0.69 %) Net Assets (Cr) ₹3,797 on 30 Sep 26 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio 0.63 Information Ratio -1.33 Alpha Ratio -0.45 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹8,851 30 Sep 23 ₹11,370 30 Sep 24 ₹14,489 30 Sep 25 ₹15,292 30 Sep 26 ₹17,501 Returns for ICICI Prudential US Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 4.2% 3 Month 9% 6 Month 12.6% 1 Year 18.7% 3 Year 19.1% 5 Year 12.1% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 15.8% 2024 10.4% 2023 30.6% 2022 -7.1% 2021 22.5% 2020 18.6% 2019 34.3% 2018 5.2% 2017 14.1% 2016 11.6% Fund Manager information for ICICI Prudential US Bluechip Equity Fund
Name Since Tenure Ritesh Lunawat 13 Sep 24 1.96 Yr. Sharmila D'Silva 1 Jul 22 4.17 Yr. Nitya Mishra 4 Nov 24 1.82 Yr. Venus Ahuja 1 Aug 26 0.08 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 27.53% Consumer Defensive 17.4% Health Care 17.01% Industrials 9.98% Consumer Cyclical 9.58% Financial Services 7.8% Communication Services 3.09% Basic Materials 1.76% Real Estate 0.88% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Microsoft Corp (Technology)
Equity, Since 30 Jun 16 | MSFT3% ₹111 Cr 22,897 The Estee Lauder Companies Inc Class A (Consumer Defensive)
Equity, Since 30 Jun 23 | EL3% ₹104 Cr 106,367 Danaher Corp (Healthcare)
Equity, Since 31 Dec 24 | DHR3% ₹103 Cr 50,500 Clorox Co (Consumer Defensive)
Equity, Since 30 Jun 25 | CLX3% ₹103 Cr 110,000 LPL Financial Holdings Inc (Financial Services)
Equity, Since 31 Dec 25 | LPLA2% ₹100 Cr 28,441 Broadridge Financial Solutions Inc (Technology)
Equity, Since 30 Sep 25 | BR2% ₹100 Cr 57,430 Constellation Brands Inc Class A (Consumer Defensive)
Equity, Since 31 Dec 24 | STZ2% ₹99 Cr 79,500
↑ 11,500 Tyler Technologies Inc (Technology)
Equity, Since 30 Sep 25 | TYL2% ₹99 Cr 27,783 Zimmer Biomet Holdings Inc (Healthcare)
Equity, Since 31 Mar 17 | ZBH2% ₹98 Cr 102,799 Copart Inc (Industrials)
Equity, Since 30 Sep 25 | CPRT2% ₹96 Cr 305,600 5. Aditya Birla Sun Life International Equity Fund - Plan B
Aditya Birla Sun Life International Equity Fund - Plan B
Growth Launch Date 31 Oct 07 NAV (28 Jul 23) ₹28.8036 ↑ 0.07 (0.23 %) Net Assets (Cr) ₹93 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk High Expense Ratio 2.6 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life International Equity Fund - Plan B
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 4.2% 3 Month 10.3% 6 Month 10% 1 Year 13.8% 3 Year 18.9% 5 Year 9% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B
Name Since Tenure Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸ್ಮಾರ್ಟ್ ಸಲಹೆಗಳು: ಒಟ್ಟು ಮೊತ್ತ ಮತ್ತು SIP ಹೂಡಿಕೆಗಳು
ಉತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಒಂದು ಪರಿಪೂರ್ಣ ಮಾರ್ಗವೆಂದರೆ ಅದರ ಗುಣಾತ್ಮಕ ಮತ್ತು ಪರಿಮಾಣಾತ್ಮಕ ಕ್ರಮಗಳನ್ನು ನೋಡುವುದು, ಉದಾಹರಣೆಗೆ:
1. ಸ್ಕೀಮ್ ಆಸ್ತಿ ಗಾತ್ರ
ಹೂಡಿಕೆದಾರರು ಯಾವಾಗಲೂ ತುಂಬಾ ದೊಡ್ಡದಾದ ಅಥವಾ ಗಾತ್ರದಲ್ಲಿ ಚಿಕ್ಕದಾಗಿರುವ ನಿಧಿಗೆ ಹೋಗಬೇಕು. ನಿಧಿಯ ಗಾತ್ರದ ನಡುವೆ ಯಾವುದೇ ಪರಿಪೂರ್ಣ ವ್ಯಾಖ್ಯಾನ ಮತ್ತು ಸಂಬಂಧವಿಲ್ಲದಿದ್ದರೂ, ತುಂಬಾ ಚಿಕ್ಕದಾಗಿದೆ ಅಥವಾ ತುಂಬಾ ದೊಡ್ಡದಾಗಿದೆ, ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆಗೆ ಅಡ್ಡಿಯಾಗಬಹುದು ಎಂದು ಹೇಳಲಾಗುತ್ತದೆ. ಯಾವುದೇ ಯೋಜನೆಯಲ್ಲಿ ಕಡಿಮೆ ಆಸ್ತಿ ನಿರ್ವಹಣೆ (AUM) ತುಂಬಾ ಅಪಾಯಕಾರಿಯಾಗಿದೆ ಏಕೆಂದರೆ ಹೂಡಿಕೆದಾರರು ಯಾರು ಮತ್ತು ನಿರ್ದಿಷ್ಟ ಯೋಜನೆಯಲ್ಲಿ ಅವರು ಯಾವ ಪ್ರಮಾಣದ ಹೂಡಿಕೆಗಳನ್ನು ಹೊಂದಿದ್ದಾರೆಂದು ನಿಮಗೆ ತಿಳಿದಿಲ್ಲ. ಹೀಗಾಗಿ, ನಿಧಿಯನ್ನು ಆಯ್ಕೆಮಾಡುವಾಗ, AUM ಸರಿಸುಮಾರು ವರ್ಗದಂತೆಯೇ ಇರುವ ಒಂದಕ್ಕೆ ಹೋಗುವುದು ಸೂಕ್ತವಾಗಿದೆ.
2. ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆ
ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುವ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು, ಹೂಡಿಕೆದಾರರು ಸಮಯದವರೆಗೆ ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆಯ ನ್ಯಾಯಯುತ ಮೌಲ್ಯಮಾಪನವನ್ನು ಮಾಡಬೇಕು. ಅಲ್ಲದೆ, 4-5 ವರ್ಷಗಳಲ್ಲಿ ಅದರ ಮಾನದಂಡವನ್ನು ಸ್ಥಿರವಾಗಿ ಸೋಲಿಸುವ ಸ್ಕೀಮ್‌ಗೆ ಹೋಗಲು ಸಲಹೆ ನೀಡಲಾಗುತ್ತದೆ, ಹೆಚ್ಚುವರಿಯಾಗಿ, ನಿಧಿಯು ಬೆಂಚ್‌ಮಾರ್ಕ್ ಅನ್ನು ಸೋಲಿಸಲು ಸಮರ್ಥವಾಗಿದೆಯೇ ಎಂದು ಪರಿಶೀಲಿಸಲು ಪ್ರತಿ ಅವಧಿಯನ್ನು ನೋಡಬೇಕು.
3. ಒಟ್ಟು ವೆಚ್ಚದ ಅನುಪಾತ
ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ಅಸೆಟ್ ಮ್ಯಾನೇಜ್ಮೆಂಟ್ ಕಂಪನಿಯಿಂದ ವಿಧಿಸಲಾಗುವ ನಿರ್ವಹಣಾ ಶುಲ್ಕಗಳು, ಕಾರ್ಯಾಚರಣೆಯ ವೆಚ್ಚಗಳು ಮುಂತಾದ ಕೆಲವು ಶುಲ್ಕಗಳನ್ನು ಭರಿಸಬೇಕಾಗುತ್ತದೆ (AMC) ಅನೇಕ ಬಾರಿ, ಹೂಡಿಕೆದಾರರು ಕಡಿಮೆ ವೆಚ್ಚದ ಅನುಪಾತವನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗೆ ಹೋಗುತ್ತಾರೆ, ಆದರೆ ಇದು ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆ ಇತ್ಯಾದಿಗಳಂತಹ ಇತರ ಪ್ರಮುಖ ಅಂಶಗಳನ್ನು ರದ್ದುಗೊಳಿಸಬಾರದು.
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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