ಭಾರತದಲ್ಲಿನ ಟಾಪ್ 15 ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಹೌಸ್‌ಗಳು

Updated on October 23, 2026 , 44463 views

ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಕಳೆದ ಕೆಲವು ವರ್ಷಗಳಿಂದ ಭಾರತದಲ್ಲಿ ಸಾಕಷ್ಟು ಜನಪ್ರಿಯತೆಯನ್ನು ಗಳಿಸುತ್ತಿದೆ. ಇದರ ಲಾಭದಾಯಕ ಆದಾಯ ಮತ್ತು ಕೈಗೆಟಕುವ ಬೆಲೆಯು ಅನೇಕ ಜನರನ್ನು ಹೂಡಿಕೆಗೆ ಆಕರ್ಷಿಸುತ್ತಿದೆ. ಆದರೆ, ಯೋಜನೆ ಮಾಡುವಾಗಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ, ಉತ್ತಮ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಕಂಪನಿಯು ಗ್ಯಾರಂಟಿ ರಿಟರ್ನ್ ನೀಡಬಹುದು ಎಂದು ಹೆಚ್ಚಿನ ಜನರು ಭಾವಿಸುತ್ತಾರೆ. ಇದು ವಾಸ್ತವವಾಗಿ ವಾಸ್ತವವಲ್ಲ. ಉತ್ತಮ ಬ್ರಾಂಡ್ ಹೆಸರು, ಹೂಡಿಕೆ ಮಾಡಲು ನಿಯತಾಂಕಗಳಲ್ಲಿ ಒಂದಾಗಿರಬಹುದು, ಆದರೆ ನಿರ್ಧರಿಸುವ ಹಲವಾರು ಇತರ ಅಂಶಗಳಿವೆಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಹೂಡಿಕೆ ಮಾಡಲು.

AUM, ಫಂಡ್ ಮ್ಯಾನೇಜರ್‌ನ ಪರಿಣತಿ, ನಿಧಿ ವಯಸ್ಸು, AMC ಗಳೊಂದಿಗಿನ ನಿಧಿಗಳು, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು ಇತ್ಯಾದಿಗಳು ಹೂಡಿಕೆ ಮಾಡಲು ಅಂತಿಮ ನಿಧಿಯನ್ನು ಆಯ್ಕೆಮಾಡುವಲ್ಲಿ ಸಮಾನ ಪಾತ್ರವನ್ನು ವಹಿಸುತ್ತವೆ. ಅಂತಹ ನಿಯತಾಂಕಗಳನ್ನು ಮನಸ್ಸಿನಲ್ಲಿಟ್ಟುಕೊಂಡು, ನಾವು ಭಾರತದಲ್ಲಿನ ಟಾಪ್ 15 ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಮನೆಗಳನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಿದ್ದೇವೆ, ಜೊತೆಗೆ ಆಯಾ AMC ಗಳಿಂದ ಕೆಲವು ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು.

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ಭಾರತದಲ್ಲಿನ ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಕಂಪನಿಗಳು

ಕೆಳಗಿನವುಗಳು ಭಾರತದಲ್ಲಿನ ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಕಂಪನಿಗಳು-

ಸೂಚನೆ: ಕೆಳಗೆ ತೋರಿಸಿರುವ ಎಲ್ಲಾ ನಿಧಿಗಳು ನಿವ್ವಳ ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿವೆ500 ಕೋಟಿ ಅಥವಾ ಹೆಚ್ಚು.

SBI ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಎಸ್‌ಬಿಐ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಭಾರತದಲ್ಲಿ ಉತ್ತಮ ಮಾನ್ಯತೆ ಪಡೆದ ಕಂಪನಿಯಾಗಿದೆ. ಕಂಪನಿಯು ಮೂರು ದಶಕಗಳಿಗಿಂತಲೂ ಹೆಚ್ಚು ಕಾಲ ಭಾರತೀಯ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಉದ್ಯಮದಲ್ಲಿ ಪ್ರಸ್ತುತವಾಗಿದೆ. ವ್ಯಕ್ತಿಗಳ ವೈವಿಧ್ಯಮಯ ಅವಶ್ಯಕತೆಗಳನ್ನು ಪೂರೈಸಲು AMC ವಿವಿಧ ವರ್ಗಗಳ ನಿಧಿಗಳಾದ್ಯಂತ ಯೋಜನೆಗಳನ್ನು ನೀಡುತ್ತದೆ. SBI ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು, ನಿಮ್ಮ ಹೂಡಿಕೆಯ ಅಗತ್ಯತೆಗಳು ಮತ್ತು ಉದ್ದೇಶಗಳಿಗೆ ಅನುಗುಣವಾಗಿ ನೀವು ಆಯ್ಕೆ ಮಾಡಬಹುದಾದ ಕೆಲವು ಉನ್ನತ ನಿಧಿಗಳು ಇಲ್ಲಿವೆ.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
SBI Debt Hybrid Fund Growth	₹75.1222 ↓ -0.24	₹10,107	500	-1.4		1.7	7.4	7.4	6.7
SBI Small Cap Fund Growth	₹167.902 ↓ -3.09	₹41,059	500	-5.8	0.2	-3.1	8.5	10.3	-4.9
SBI Credit Risk Fund Growth	₹49.5559 ↓ -0.04	₹2,182	500	0.7	3.1	6.2	7.6	6.9	7.9
SBI Dynamic Bond Fund Growth	₹37.4598 ↓ -0.03	₹3,502	500	-0.2	1.9	3.8	6.5	5.9	5.5
SBI Multi Asset Allocation Fund Growth	₹64.1488 ↓ -0.30	₹21,044	500	-3.6	-3	2.1	12.4	11.4	18.6
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 Debt Hybrid Fund	SBI Small Cap Fund	SBI Credit Risk Fund	SBI Dynamic Bond Fund	SBI Multi Asset Allocation Fund
Point 1	Lower mid AUM (₹10,107 Cr).	Highest AUM (₹41,059 Cr).	Bottom quartile AUM (₹2,182 Cr).	Bottom quartile AUM (₹3,502 Cr).	Upper mid AUM (₹21,044 Cr).
Point 2	Oldest track record among peers (25 yrs).	Established history (17+ yrs).	Established history (22+ yrs).	Established history (22+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	5Y return: 7.35% (lower mid).	5Y return: 10.30% (upper mid).	1Y return: 6.23% (top quartile).	1Y return: 3.79% (upper mid).	5Y return: 11.44% (top quartile).
Point 6	3Y return: 7.39% (bottom quartile).	3Y return: 8.51% (upper mid).	1M return: -0.63% (upper mid).	1M return: -0.33% (top quartile).	3Y return: 12.40% (top quartile).
Point 7	1Y return: 1.71% (bottom quartile).	1Y return: -3.11% (bottom quartile).	Sharpe: 1.02 (top quartile).	Sharpe: -0.46 (bottom quartile).	1Y return: 2.10% (lower mid).
Point 8	1M return: -2.04% (lower mid).	Alpha: 1.23 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: -3.75% (bottom quartile).
Point 9	Alpha: 0.00 (upper mid).	Sharpe: 0.14 (lower mid).	Yield to maturity (debt): 8.86% (top quartile).	Yield to maturity (debt): 7.10% (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: -0.26 (bottom quartile).	Information ratio: -0.29 (bottom quartile).	Modified duration: 2.07 yrs (bottom quartile).	Modified duration: 1.96 yrs (upper mid).	Sharpe: 0.21 (upper mid).

SBI Debt Hybrid Fund

Lower mid AUM (₹10,107 Cr).
Oldest track record among peers (25 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 7.35% (lower mid).
3Y return: 7.39% (bottom quartile).
1Y return: 1.71% (bottom quartile).
1M return: -2.04% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.26 (bottom quartile).

SBI Small Cap Fund

Highest AUM (₹41,059 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.30% (upper mid).
3Y return: 8.51% (upper mid).
1Y return: -3.11% (bottom quartile).
Alpha: 1.23 (top quartile).
Sharpe: 0.14 (lower mid).
Information ratio: -0.29 (bottom quartile).

SBI Credit Risk Fund

Bottom quartile AUM (₹2,182 Cr).
Established history (22+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 6.23% (top quartile).
1M return: -0.63% (upper mid).
Sharpe: 1.02 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 8.86% (top quartile).
Modified duration: 2.07 yrs (bottom quartile).

SBI Dynamic Bond Fund

Bottom quartile AUM (₹3,502 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 3.79% (upper mid).
1M return: -0.33% (top quartile).
Sharpe: -0.46 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.10% (bottom quartile).
Modified duration: 1.96 yrs (upper mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹21,044 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
5Y return: 11.44% (top quartile).
3Y return: 12.40% (top quartile).
1Y return: 2.10% (lower mid).
1M return: -3.75% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.21 (upper mid).

HDFC ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

HDFC ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಭಾರತದಲ್ಲಿ ಅತ್ಯಂತ ಪ್ರಸಿದ್ಧವಾದ AMC ಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. ಇದು ತನ್ನ ಮೊದಲ ಯೋಜನೆಯನ್ನು 2000 ರಲ್ಲಿ ಪ್ರಾರಂಭಿಸಿತು ಮತ್ತು ಅಂದಿನಿಂದ, ಫಂಡ್ ಹೌಸ್ ಭರವಸೆಯ ಬೆಳವಣಿಗೆಯನ್ನು ತೋರಿಸುತ್ತಿದೆ. ವರ್ಷಗಳಲ್ಲಿ, ಎಚ್‌ಡಿಎಫ್‌ಸಿ ಎಂಎಫ್ ಹಲವಾರು ಹೂಡಿಕೆದಾರರ ವಿಶ್ವಾಸವನ್ನು ಗೆದ್ದಿದೆ ಮತ್ತು ಭಾರತದಲ್ಲಿ ಅಗ್ರ ಪ್ರದರ್ಶನಕಾರರಲ್ಲಿ ತನ್ನನ್ನು ತಾನು ಇರಿಸಿಕೊಂಡಿದೆ. ಎಚ್‌ಡಿಎಫ್‌ಸಿ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ಸುಕರಾಗಿರುವ ಹೂಡಿಕೆದಾರರು, ಆಯ್ಕೆ ಮಾಡಲು ಕೆಲವು ಉತ್ತಮ ಯೋಜನೆಗಳು ಇಲ್ಲಿವೆ.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
HDFC Banking and PSU Debt Fund Growth	₹24.1943 ↓ -0.01	₹5,055	300	-0.5	1.4	3	6.3	5.6	7.5
HDFC Corporate Bond Fund Growth	₹34.0294 ↓ -0.03	₹29,479	300	-0.8	1.2	2.4	6.3	5.7	7.3
HDFC Credit Risk Debt Fund Growth	₹25.9605 ↓ -0.02	₹7,631	300	0.6	2.6	5.4	7.3	6.4	8
HDFC Equity Savings Fund Growth	₹66.389 ↓ -0.13	₹5,532	300	-1.4	-0.8	-1.2	7	6.6	6.8
HDFC Hybrid Debt Fund Growth	₹82.0882 ↓ -0.10	₹3,108	300	-2	-0.9	-1.3	6.4	6.6	5.5
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	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Credit Risk Debt Fund	HDFC Equity Savings Fund	HDFC Hybrid Debt Fund
Point 1	Bottom quartile AUM (₹5,055 Cr).	Highest AUM (₹29,479 Cr).	Upper mid AUM (₹7,631 Cr).	Lower mid AUM (₹5,532 Cr).	Bottom quartile AUM (₹3,108 Cr).
Point 2	Established history (12+ yrs).	Established history (16+ yrs).	Established history (12+ yrs).	Oldest track record among peers (22 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	1Y return: 3.02% (upper mid).	1Y return: 2.41% (lower mid).	1Y return: 5.36% (top quartile).	5Y return: 6.57% (top quartile).	5Y return: 6.55% (upper mid).
Point 6	1M return: -0.79% (upper mid).	1M return: -1.05% (lower mid).	1M return: -0.57% (top quartile).	3Y return: 6.97% (upper mid).	3Y return: 6.44% (lower mid).
Point 7	Sharpe: -0.47 (upper mid).	Sharpe: -0.54 (lower mid).	Sharpe: 0.55 (top quartile).	1Y return: -1.22% (bottom quartile).	1Y return: -1.32% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: -1.78% (bottom quartile).	1M return: -1.53% (bottom quartile).
Point 9	Yield to maturity (debt): 7.73% (bottom quartile).	Yield to maturity (debt): 7.80% (lower mid).	Yield to maturity (debt): 8.88% (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 2.79 yrs (lower mid).	Modified duration: 3.59 yrs (bottom quartile).	Modified duration: 2.01 yrs (top quartile).	Sharpe: -0.68 (bottom quartile).	Sharpe: -0.82 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,055 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 3.02% (upper mid).
1M return: -0.79% (upper mid).
Sharpe: -0.47 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.73% (bottom quartile).
Modified duration: 2.79 yrs (lower mid).

HDFC Corporate Bond Fund

Highest AUM (₹29,479 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 2.41% (lower mid).
1M return: -1.05% (lower mid).
Sharpe: -0.54 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.80% (lower mid).
Modified duration: 3.59 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

Upper mid AUM (₹7,631 Cr).
Established history (12+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 5.36% (top quartile).
1M return: -0.57% (top quartile).
Sharpe: 0.55 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.88% (top quartile).
Modified duration: 2.01 yrs (top quartile).

HDFC Equity Savings Fund

Lower mid AUM (₹5,532 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 6.57% (top quartile).
3Y return: 6.97% (upper mid).
1Y return: -1.22% (bottom quartile).
1M return: -1.78% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.68 (bottom quartile).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,108 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 6.55% (upper mid).
3Y return: 6.44% (lower mid).
1Y return: -1.32% (bottom quartile).
1M return: -1.53% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.82 (bottom quartile).

ICICI ಪ್ರುಡೆನ್ಶಿಯಲ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

1993 ರಲ್ಲಿ ಪ್ರಾರಂಭವಾದ ICICI ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ದೊಡ್ಡದಾಗಿದೆಆಸ್ತಿ ನಿರ್ವಹಣೆ ಕಂಪನಿಗಳು ದೇಶದಲ್ಲಿ. ಫಂಡ್ ಹೌಸ್ ಕಾರ್ಪೊರೇಟ್ ಮತ್ತು ಚಿಲ್ಲರೆ ಹೂಡಿಕೆಗಳಿಗೆ ವ್ಯಾಪಕವಾದ ಪರಿಹಾರಗಳನ್ನು ನೀಡುತ್ತದೆ. ICICI ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಕಂಪನಿಯು ತೃಪ್ತಿಕರ ಉತ್ಪನ್ನ ಪರಿಹಾರಗಳು ಮತ್ತು ನವೀನ ಯೋಜನೆಗಳನ್ನು ತಲುಪಿಸುವ ಮೂಲಕ ಬಲವಾದ ಗ್ರಾಹಕರ ನೆಲೆಯನ್ನು ನಿರ್ವಹಿಸುತ್ತಿದೆ. ಈಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್, AMC ಯಿಂದ ವಿವಿಧ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಯೋಜನೆಗಳಿವೆ.ELSS, ಲಿಕ್ವಿಡ್, ಇತ್ಯಾದಿ. ನೀವು ಆದ್ಯತೆ ನೀಡಬಹುದಾದ ICICI MF ನ ಕೆಲವು ಉನ್ನತ ಪ್ರದರ್ಶನ ಯೋಜನೆಗಳು ಇಲ್ಲಿವೆಹೂಡಿಕೆ ಒಳಗೆ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential Long Term Plan Growth	₹38.6028 ↓ -0.05	₹12,863	100	-1	1.1	2.5	6.4	6	7.2
ICICI Prudential MIP 25 Growth	₹77.4171 ↓ -0.21	₹3,270	100	-1.9	-0.4	-0.1	7.5	6.9	7.9
ICICI Prudential Nifty Next 50 Index Fund Growth	₹57.8694 ↓ -1.33	₹9,744	100	-8.3	-6.5	-5.1	14.6	9.2	2.1
ICICI Prudential Banking and Financial Services Fund Growth	₹123.54 ↓ -1.53	₹10,774	100	-4.9	-5.1	-10.4	7.9	6.5	15.9
ICICI Prudential US Bluechip Equity Fund Growth	₹82.53 ↑ 1.59	₹3,797	100	9.1	12	21	19.2	12.3	15.8
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	ICICI Prudential Long Term Plan	ICICI Prudential MIP 25	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential US Bluechip Equity Fund
Point 1	Highest AUM (₹12,863 Cr).	Bottom quartile AUM (₹3,270 Cr).	Lower mid AUM (₹9,744 Cr).	Upper mid AUM (₹10,774 Cr).	Bottom quartile AUM (₹3,797 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (22 yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Established history (14+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: High.
Point 5	1Y return: 2.51% (upper mid).	5Y return: 6.94% (lower mid).	5Y return: 9.24% (upper mid).	5Y return: 6.55% (bottom quartile).	5Y return: 12.26% (top quartile).
Point 6	1M return: -1.48% (upper mid).	3Y return: 7.48% (bottom quartile).	3Y return: 14.63% (upper mid).	3Y return: 7.94% (lower mid).	3Y return: 19.17% (top quartile).
Point 7	Sharpe: -0.39 (lower mid).	1Y return: -0.07% (lower mid).	1Y return: -5.11% (bottom quartile).	1Y return: -10.43% (bottom quartile).	1Y return: 20.96% (top quartile).
Point 8	Information ratio: 0.00 (top quartile).	1M return: -1.82% (lower mid).	1M return: -9.18% (bottom quartile).	Alpha: -1.09 (bottom quartile).	Alpha: -0.45 (lower mid).
Point 9	Yield to maturity (debt): 8.14% (upper mid).	Alpha: 0.00 (upper mid).	Alpha: -0.87 (bottom quartile).	Sharpe: -0.41 (bottom quartile).	Sharpe: 0.63 (top quartile).
Point 10	Modified duration: 5.86 yrs (bottom quartile).	Sharpe: -0.76 (bottom quartile).	Sharpe: -0.01 (upper mid).	Information ratio: -0.15 (lower mid).	Information ratio: -1.33 (bottom quartile).

ICICI Prudential Long Term Plan

Highest AUM (₹12,863 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 2.51% (upper mid).
1M return: -1.48% (upper mid).
Sharpe: -0.39 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.14% (upper mid).
Modified duration: 5.86 yrs (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,270 Cr).
Oldest track record among peers (22 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 6.94% (lower mid).
3Y return: 7.48% (bottom quartile).
1Y return: -0.07% (lower mid).
1M return: -1.82% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.76 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹9,744 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.24% (upper mid).
3Y return: 14.63% (upper mid).
1Y return: -5.11% (bottom quartile).
1M return: -9.18% (bottom quartile).
Alpha: -0.87 (bottom quartile).
Sharpe: -0.01 (upper mid).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹10,774 Cr).
Established history (18+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 6.55% (bottom quartile).
3Y return: 7.94% (lower mid).
1Y return: -10.43% (bottom quartile).
Alpha: -1.09 (bottom quartile).
Sharpe: -0.41 (bottom quartile).
Information ratio: -0.15 (lower mid).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,797 Cr).
Established history (14+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 12.26% (top quartile).
3Y return: 19.17% (top quartile).
1Y return: 20.96% (top quartile).
Alpha: -0.45 (lower mid).
Sharpe: 0.63 (top quartile).
Information ratio: -1.33 (bottom quartile).

ರಿಲಯನ್ಸ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್

1995 ರಲ್ಲಿ ಪ್ರಾರಂಭವಾದಾಗಿನಿಂದ, ರಿಲಯನ್ಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ದೇಶದಲ್ಲಿ ವೇಗವಾಗಿ ಬೆಳೆಯುತ್ತಿರುವ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಕಂಪನಿಯಾಗಿದೆ. ಫಂಡ್ ಹೌಸ್ ಸ್ಥಿರವಾದ ಆದಾಯದ ಪ್ರಭಾವಶಾಲಿ ದಾಖಲೆಯನ್ನು ಹೊಂದಿದೆ. ರಿಲಯನ್ಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಹೂಡಿಕೆದಾರರ ವೈವಿಧ್ಯಮಯ ಅಗತ್ಯಗಳನ್ನು ಪೂರೈಸುವ ವಿವಿಧ ಯೋಜನೆಗಳನ್ನು ನೀಡುತ್ತದೆ. ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಯ ಉದ್ದೇಶಗಳಿಗೆ ಅನುಗುಣವಾಗಿ ಹಣವನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು ಮತ್ತು ಅವರ ಪ್ರಕಾರ ಹೂಡಿಕೆ ಮಾಡಬಹುದುಅಪಾಯದ ಹಸಿವು.

No Funds available.

ಆದಿತ್ಯ ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಆರ್ಥಿಕ ಯಶಸ್ಸನ್ನು ಸಾಧಿಸಲು ಸಹಾಯ ಮಾಡುವ ಪರಿಹಾರಗಳನ್ನು ನೀಡುತ್ತದೆ. ಫಂಡ್ ಹೌಸ್ ತೆರಿಗೆ ಉಳಿತಾಯ, ವೈಯಕ್ತಿಕ ಉಳಿತಾಯ, ಸಂಪತ್ತು ಸೃಷ್ಟಿ ಮುಂತಾದ ವಿವಿಧ ಹೂಡಿಕೆ ಉದ್ದೇಶಗಳಲ್ಲಿ ಪರಿಣತಿ ಹೊಂದಿದೆ. ಅವರು ಇಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್, ELSS, ಮುಂತಾದ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳ ಬಂಡಲ್ ಅನ್ನು ನೀಡುತ್ತವೆ.ದ್ರವ ನಿಧಿಗಳು, ಇತ್ಯಾದಿ. AMC ಯಾವಾಗಲೂ ಅದರ ಸ್ಥಿರವಾದ ಕಾರ್ಯಕ್ಷಮತೆಗೆ ಹೆಸರುವಾಸಿಯಾಗಿದೆ. ಆದ್ದರಿಂದ, ಹೂಡಿಕೆದಾರರು ಅತ್ಯುತ್ತಮವಾದ ಆದಾಯವನ್ನು ಗಳಿಸಲು ತಮ್ಮ ಪೋರ್ಟ್‌ಫೋಲಿಯೊದಲ್ಲಿ BSL ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನ ಯೋಜನೆಗಳನ್ನು ಸೇರಿಸಲು ಆದ್ಯತೆ ನೀಡಬಹುದು.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Aditya Birla Sun Life Money Manager Fund Growth	₹401.272 ↑ 0.08	₹26,943	1,000	1.5	3.1	6.2	7.2	6.6	7.4
Aditya Birla Sun Life Savings Fund Growth	₹593.891 ↓ -0.03	₹16,279	1,000	1.4	3	6	7.1	6.5	7.4
Aditya Birla Sun Life Small Cap Fund Growth	₹90.2081 ↓ -2.35	₹6,120	1,000	-5	2.9	3.7	11.5	10.1	-3.7
Aditya Birla Sun Life Corporate Bond Fund Growth	₹118.481 ↓ -0.05	₹22,722	100	-0.6	1.4	2.9	6.6	6	7.4
Aditya Birla Sun Life Regular Savings Fund Growth	₹68.6734 ↓ -0.16	₹1,467	500	-2	-0.1	0.4	7.2	6.6	7.1
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	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Regular Savings Fund
Point 1	Highest AUM (₹26,943 Cr).	Lower mid AUM (₹16,279 Cr).	Bottom quartile AUM (₹6,120 Cr).	Upper mid AUM (₹22,722 Cr).	Bottom quartile AUM (₹1,467 Cr).
Point 2	Established history (21+ yrs).	Established history (23+ yrs).	Established history (19+ yrs).	Oldest track record among peers (29 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	1Y return: 6.16% (top quartile).	1Y return: 6.05% (upper mid).	5Y return: 10.14% (top quartile).	1Y return: 2.89% (bottom quartile).	5Y return: 6.56% (lower mid).
Point 6	1M return: 0.24% (top quartile).	1M return: 0.21% (upper mid).	3Y return: 11.47% (top quartile).	1M return: -0.89% (lower mid).	3Y return: 7.21% (upper mid).
Point 7	Sharpe: 0.88 (upper mid).	Sharpe: 0.96 (top quartile).	1Y return: 3.74% (lower mid).	Sharpe: -0.45 (bottom quartile).	1Y return: 0.38% (bottom quartile).
Point 8	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	1M return: -2.11% (bottom quartile).
Point 9	Yield to maturity (debt): 7.07% (bottom quartile).	Yield to maturity (debt): 7.61% (lower mid).	Sharpe: 0.62 (lower mid).	Yield to maturity (debt): 7.82% (upper mid).	Alpha: 0.11 (top quartile).
Point 10	Modified duration: 0.38 yrs (upper mid).	Modified duration: 0.52 yrs (lower mid).	Information ratio: 0.00 (bottom quartile).	Modified duration: 3.04 yrs (bottom quartile).	Sharpe: -0.49 (bottom quartile).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹26,943 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Low.
1Y return: 6.16% (top quartile).
1M return: 0.24% (top quartile).
Sharpe: 0.88 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.07% (bottom quartile).
Modified duration: 0.38 yrs (upper mid).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹16,279 Cr).
Established history (23+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 6.05% (upper mid).
1M return: 0.21% (upper mid).
Sharpe: 0.96 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.61% (lower mid).
Modified duration: 0.52 yrs (lower mid).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹6,120 Cr).
Established history (19+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.14% (top quartile).
3Y return: 11.47% (top quartile).
1Y return: 3.74% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.62 (lower mid).
Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹22,722 Cr).
Oldest track record among peers (29 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 2.89% (bottom quartile).
1M return: -0.89% (lower mid).
Sharpe: -0.45 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.82% (upper mid).
Modified duration: 3.04 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,467 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 6.56% (lower mid).
3Y return: 7.21% (upper mid).
1Y return: 0.38% (bottom quartile).
1M return: -2.11% (bottom quartile).
Alpha: 0.11 (top quartile).
Sharpe: -0.49 (bottom quartile).

ಡಿಎಸ್ಪಿ ಬ್ಲ್ಯಾಕ್‌ರಾಕ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

DSPBR ವಿಶ್ವದಲ್ಲೇ ಅತಿ ದೊಡ್ಡ ಪಟ್ಟಿಮಾಡಲಾದ AMC ಆಗಿದೆ. ಹೂಡಿಕೆದಾರರ ವೈವಿಧ್ಯಮಯ ಹೂಡಿಕೆ ಅಗತ್ಯಗಳನ್ನು ಪೂರೈಸಲು ಇದು ವಿವಿಧ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳನ್ನು ನೀಡುತ್ತದೆ. ಇದು ಹೂಡಿಕೆಯ ಉತ್ಕೃಷ್ಟತೆಯಲ್ಲಿ ಎರಡು ದಶಕಗಳಿಗೂ ಹೆಚ್ಚಿನ ಕಾರ್ಯಕ್ಷಮತೆಯ ದಾಖಲೆಯನ್ನು ಹೊಂದಿದೆ. ಹೂಡಿಕೆ ಮಾಡುವಾಗ ನೀವು ಪರಿಗಣಿಸಬಹುದಾದ ಕೆಲವು ಉತ್ತಮವಾದ DSPBR ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು ಇಲ್ಲಿವೆ.

No Funds available.

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಎರಡು ದಶಕಗಳಿಂದ ಭಾರತೀಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಉದ್ಯಮದಲ್ಲಿ ಪ್ರಸ್ತುತವಾಗಿದೆ. ವರ್ಷಗಳಲ್ಲಿ, ಕಂಪನಿಯು ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಅಪಾರ ನಂಬಿಕೆಯನ್ನು ಗಳಿಸಿದೆ. ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆ, ಅಲ್ಪಾವಧಿಯಂತಹ ವಿವಿಧ ಅಂಶಗಳ ಮೇಲೆ ಕೇಂದ್ರೀಕರಿಸುತ್ತಾರೆಮಾರುಕಟ್ಟೆ ಏರಿಳಿತಗಳು,ನಗದು ಹರಿವುಗಳು, ಆದಾಯಗಳು, ಇತ್ಯಾದಿ. ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಯ ಅಗತ್ಯಗಳಿಗೆ ಅನುಗುಣವಾಗಿ ಇಕ್ವಿಟಿಗಳು, ಸಾಲ, ಹೈಬ್ರಿಡ್, ELSS, ದ್ರವ ನಿಧಿಗಳು, ಇತ್ಯಾದಿಗಳಂತಹ ಆಯ್ಕೆಗಳ ಹೋಸ್ಟ್‌ನಿಂದ ಆಯ್ಕೆ ಮಾಡಬಹುದು.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Franklin Asian Equity Fund Growth	₹40.715 ↓ -0.08	₹981	500	-8.1	1.5	18.1	20.4	5.3	23.7
Franklin Build India Fund Growth	₹128.972 ↓ -1.91	₹3,024	500	-9.6	-12.7	-10.7	12.2	14.3	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹87.7796 ↓ -2.93	₹6,185	500	-4.3	1.3	9.5	21.7	7.6	11.4
Franklin India Smaller Companies Fund Growth	₹161.226 ↓ -3.96	₹14,257	500	-8	-4.8	-5.9	8.8	12.3	-8.4
Franklin India Savings Fund Growth	₹54.4296 ↑ 0.01	₹3,887	500	1.5	3.1	6.2	7.2	6.5	7.4
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 Asian Equity Fund	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Savings Fund
Point 1	Bottom quartile AUM (₹981 Cr).	Bottom quartile AUM (₹3,024 Cr).	Upper mid AUM (₹6,185 Cr).	Highest AUM (₹14,257 Cr).	Lower mid AUM (₹3,887 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Oldest track record among peers (24 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 5.27% (bottom quartile).	5Y return: 14.34% (top quartile).	5Y return: 7.65% (lower mid).	5Y return: 12.33% (upper mid).	1Y return: 6.24% (lower mid).
Point 6	3Y return: 20.37% (upper mid).	3Y return: 12.20% (lower mid).	3Y return: 21.70% (top quartile).	3Y return: 8.79% (bottom quartile).	1M return: 0.31% (top quartile).
Point 7	1Y return: 18.11% (top quartile).	1Y return: -10.75% (bottom quartile).	1Y return: 9.53% (upper mid).	1Y return: -5.88% (bottom quartile).	Sharpe: 1.01 (upper mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -0.43 (bottom quartile).	Alpha: -1.61 (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: 1.04 (top quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: 0.59 (lower mid).	Sharpe: 0.10 (bottom quartile).	Yield to maturity (debt): 6.95% (top quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -1.25 (bottom quartile).	Information ratio: -0.50 (bottom quartile).	Modified duration: 0.26 yrs (bottom quartile).

Franklin Asian Equity Fund

Bottom quartile AUM (₹981 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 5.27% (bottom quartile).
3Y return: 20.37% (upper mid).
1Y return: 18.11% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 1.04 (top quartile).
Information ratio: 0.00 (top quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,024 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 14.34% (top quartile).
3Y return: 12.20% (lower mid).
1Y return: -10.75% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Upper mid AUM (₹6,185 Cr).
Established history (14+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 7.65% (lower mid).
3Y return: 21.70% (top quartile).
1Y return: 9.53% (upper mid).
Alpha: -0.43 (bottom quartile).
Sharpe: 0.59 (lower mid).
Information ratio: -1.25 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹14,257 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.33% (upper mid).
3Y return: 8.79% (bottom quartile).
1Y return: -5.88% (bottom quartile).
Alpha: -1.61 (bottom quartile).
Sharpe: 0.10 (bottom quartile).
Information ratio: -0.50 (bottom quartile).

Franklin India Savings Fund

Lower mid AUM (₹3,887 Cr).
Oldest track record among peers (24 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.24% (lower mid).
1M return: 0.31% (top quartile).
Sharpe: 1.01 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.95% (top quartile).
Modified duration: 0.26 yrs (bottom quartile).

ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಬಾಕ್ಸ್

1998 ರಲ್ಲಿ ಪ್ರಾರಂಭವಾದಾಗಿನಿಂದ, ಕೋಟಾಕ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಭಾರತದಲ್ಲಿನ ಪ್ರಸಿದ್ಧ AMC ಗಳಲ್ಲಿ ಒಂದಾಗಿ ಬೆಳೆದಿದೆ. ಹೂಡಿಕೆದಾರರ ವೈವಿಧ್ಯಮಯ ಅವಶ್ಯಕತೆಗಳನ್ನು ಪೂರೈಸಲು ಕಂಪನಿಯು ವಿವಿಧ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳನ್ನು ನೀಡುತ್ತದೆ. ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನ ಕೆಲವು ವಿಭಾಗಗಳು ಇಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್, ಲಿಕ್ವಿಡ್, ELSS ಮತ್ತು ಮುಂತಾದವುಗಳನ್ನು ಒಳಗೊಂಡಿದೆ. ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಗಳನ್ನು ಯೋಜಿಸಬಹುದು ಮತ್ತು ಕೋಟಾಕ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಿಂದ ಈ ಉನ್ನತ-ಕಾರ್ಯನಿರ್ವಹಣೆಯ ಯೋಜನೆಗಳನ್ನು ಉಲ್ಲೇಖಿಸಬಹುದು.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Kotak Equity Opportunities Fund Growth	₹322.055 ↓ -4.46	₹30,581	1,000	-7.9	-7.1	-8.3	10.4	10.5	5.6
Kotak Standard Multicap Fund Growth	₹78.831 ↓ -0.65	₹53,087	500	-6.5	-7.3	-9.7	9.4	8	9.5
Kotak Equity Arbitrage Fund Growth	₹40.4891 ↑ 0.07	₹75,275	500	1.6	3	6.3	6.8	6.4	6.4
Kotak Money Market Scheme Growth	₹4,868.14 ↑ 0.77	₹27,513	1,000	1.4	3	6.1	7.1	6.6	7.4
Kotak Low Duration Fund Growth	₹3,580.05 ↓ -0.50	₹12,566	1,000	0.8	2.4	4.9	6.5	5.9	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	Kotak Equity Opportunities Fund	Kotak Standard Multicap Fund	Kotak Equity Arbitrage Fund	Kotak Money Market Scheme	Kotak Low Duration Fund
Point 1	Lower mid AUM (₹30,581 Cr).	Upper mid AUM (₹53,087 Cr).	Highest AUM (₹75,275 Cr).	Bottom quartile AUM (₹27,513 Cr).	Bottom quartile AUM (₹12,566 Cr).
Point 2	Established history (22+ yrs).	Established history (17+ yrs).	Established history (21+ yrs).	Oldest track record among peers (23 yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderate.
Point 5	5Y return: 10.45% (top quartile).	5Y return: 8.00% (upper mid).	5Y return: 6.38% (bottom quartile).	1Y return: 6.14% (upper mid).	1Y return: 4.93% (lower mid).
Point 6	3Y return: 10.38% (top quartile).	3Y return: 9.40% (upper mid).	3Y return: 6.83% (bottom quartile).	1M return: 0.24% (upper mid).	1M return: -0.03% (lower mid).
Point 7	1Y return: -8.27% (bottom quartile).	1Y return: -9.73% (bottom quartile).	1Y return: 6.27% (top quartile).	Sharpe: 0.93 (top quartile).	Sharpe: -0.11 (lower mid).
Point 8	Alpha: -1.27 (bottom quartile).	Alpha: -1.68 (bottom quartile).	1M return: 0.57% (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: -0.28 (bottom quartile).	Sharpe: -0.41 (bottom quartile).	Alpha: 0.00 (top quartile).	Yield to maturity (debt): 6.85% (lower mid).	Yield to maturity (debt): 7.55% (top quartile).
Point 10	Information ratio: 0.01 (top quartile).	Information ratio: 0.00 (upper mid).	Sharpe: 0.77 (upper mid).	Modified duration: 0.43 yrs (lower mid).	Modified duration: 0.88 yrs (bottom quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹30,581 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.45% (top quartile).
3Y return: 10.38% (top quartile).
1Y return: -8.27% (bottom quartile).
Alpha: -1.27 (bottom quartile).
Sharpe: -0.28 (bottom quartile).
Information ratio: 0.01 (top quartile).

Kotak Standard Multicap Fund

Upper mid AUM (₹53,087 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.00% (upper mid).
3Y return: 9.40% (upper mid).
1Y return: -9.73% (bottom quartile).
Alpha: -1.68 (bottom quartile).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.00 (upper mid).

Kotak Equity Arbitrage Fund

Highest AUM (₹75,275 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
5Y return: 6.38% (bottom quartile).
3Y return: 6.83% (bottom quartile).
1Y return: 6.27% (top quartile).
1M return: 0.57% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.77 (upper mid).

Kotak Money Market Scheme

Bottom quartile AUM (₹27,513 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 6.14% (upper mid).
1M return: 0.24% (upper mid).
Sharpe: 0.93 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.85% (lower mid).
Modified duration: 0.43 yrs (lower mid).

Kotak Low Duration Fund

Bottom quartile AUM (₹12,566 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 4.93% (lower mid).
1M return: -0.03% (lower mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.55% (top quartile).
Modified duration: 0.88 yrs (bottom quartile).

IDFC ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

IDFC ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 1997 ರಲ್ಲಿ ಅಸ್ತಿತ್ವಕ್ಕೆ ಬಂದಿತು. ಪ್ರಾರಂಭವಾದಾಗಿನಿಂದ, ಸಂಸ್ಥೆಯು ಭಾರತೀಯ ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಜನಪ್ರಿಯತೆಯನ್ನು ಗಳಿಸಿದೆ. ಹೂಡಿಕೆದಾರರ ವೈವಿಧ್ಯಮಯ ಹೂಡಿಕೆ ಅಗತ್ಯಗಳನ್ನು ಪೂರೈಸಲು, ಕಂಪನಿಯು ವಿವಿಧ ರೀತಿಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳನ್ನು ನೀಡುತ್ತದೆ. ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆ ಮಾಡಬಹುದುಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು,ಸಾಲ ನಿಧಿ,ಹೈಬ್ರಿಡ್ ಫಂಡ್, ದ್ರವ ನಿಧಿಗಳು, ಇತ್ಯಾದಿ, ಅವರ ಹೂಡಿಕೆಯ ಉದ್ದೇಶ ಮತ್ತು ಅಪಾಯದ ಹಸಿವು. IDFC ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ನೀಡುವ ಕೆಲವು ಉತ್ತಮ ಯೋಜನೆಗಳು ಈ ಕೆಳಗಿನಂತಿವೆ.

No Funds available.

ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಭಾರತದಲ್ಲಿ ಎರಡು ದಶಕಗಳಿಗಿಂತಲೂ ಹೆಚ್ಚು ಕಾಲ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿದೆ. ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಭಾರತದ ಪ್ರಸಿದ್ಧ ಫಂಡ್ ಹೌಸ್‌ಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. ಫಂಡ್ ಹೌಸ್ ತನ್ನ ಸ್ಥಿರವಾದ ಕಾರ್ಯಕ್ಷಮತೆಯ ಉನ್ನತ ದರ್ಜೆಯ ಸೇವೆಯೊಂದಿಗೆ ಲಕ್ಷಾಂತರ ಗ್ರಾಹಕರ ವಿಶ್ವಾಸವನ್ನು ಗೆಲ್ಲಲು ಸಾಧ್ಯವಾಗಿದೆ. ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಈಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್, ದ್ರವ ಮತ್ತು ELSS ನಂತಹ ವಿವಿಧ ವರ್ಗಗಳನ್ನು ನೀಡುತ್ತದೆ, ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಯ ಅಗತ್ಯತೆಗಳು ಮತ್ತು ಉದ್ದೇಶಗಳಿಗೆ ಅನುಗುಣವಾಗಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Tata Retirement Savings Fund-Moderate Growth	₹62.3519 ↓ -0.91	₹2,115	150	-6.8	-2.8	-4.9	8.8	7.1	1
Tata India Tax Savings Fund Growth	₹42.9119 ↓ -0.58	₹4,427	500	-6.7	-5.1	-5.9	9.8	8.5	4.9
Tata Retirement Savings Fund - Progressive Growth	₹62.3649 ↓ -1.08	₹2,104	150	-8	-3.5	-6	9.1	6.9	-1.2
Tata Equity PE Fund Growth	₹326.324 ↓ -5.41	₹8,239	150	-5.7	-5.8	-8.8	10.1	9.9	3.7
Tata Liquid Fund Growth	₹4,451.97 ↑ 0.83	₹28,037	500	1.5	3.1	6.3	6.8	6.3	6.5
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	Tata Retirement Savings Fund-Moderate	Tata India Tax Savings Fund	Tata Retirement Savings Fund - Progressive	Tata Equity PE Fund	Tata Liquid Fund
Point 1	Bottom quartile AUM (₹2,115 Cr).	Lower mid AUM (₹4,427 Cr).	Bottom quartile AUM (₹2,104 Cr).	Upper mid AUM (₹8,239 Cr).	Highest AUM (₹28,037 Cr).
Point 2	Established history (14+ yrs).	Established history (12+ yrs).	Established history (14+ yrs).	Oldest track record among peers (22 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Low.
Point 5	5Y return: 7.07% (lower mid).	5Y return: 8.45% (upper mid).	5Y return: 6.85% (bottom quartile).	5Y return: 9.85% (top quartile).	1Y return: 6.31% (top quartile).
Point 6	3Y return: 8.83% (bottom quartile).	3Y return: 9.81% (upper mid).	3Y return: 9.07% (lower mid).	3Y return: 10.11% (top quartile).	1M return: 0.43% (top quartile).
Point 7	1Y return: -4.94% (upper mid).	1Y return: -5.87% (lower mid).	1Y return: -5.98% (bottom quartile).	1Y return: -8.79% (bottom quartile).	Sharpe: 3.11 (top quartile).
Point 8	1M return: -8.07% (lower mid).	Alpha: 4.83 (upper mid).	1M return: -9.30% (bottom quartile).	Alpha: 0.14 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Alpha: 0.00 (bottom quartile).	Sharpe: -0.06 (bottom quartile).	Alpha: 6.04 (top quartile).	Sharpe: -0.30 (bottom quartile).	Yield to maturity (debt): 6.19% (top quartile).
Point 10	Sharpe: -0.04 (lower mid).	Information ratio: 0.25 (upper mid).	Sharpe: -0.01 (upper mid).	Information ratio: 0.34 (top quartile).	Modified duration: 0.10 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,115 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 7.07% (lower mid).
3Y return: 8.83% (bottom quartile).
1Y return: -4.94% (upper mid).
1M return: -8.07% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.04 (lower mid).

Tata India Tax Savings Fund

Lower mid AUM (₹4,427 Cr).
Established history (12+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.45% (upper mid).
3Y return: 9.81% (upper mid).
1Y return: -5.87% (lower mid).
Alpha: 4.83 (upper mid).
Sharpe: -0.06 (bottom quartile).
Information ratio: 0.25 (upper mid).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,104 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 6.85% (bottom quartile).
3Y return: 9.07% (lower mid).
1Y return: -5.98% (bottom quartile).
1M return: -9.30% (bottom quartile).
Alpha: 6.04 (top quartile).
Sharpe: -0.01 (upper mid).

Tata Equity PE Fund

Upper mid AUM (₹8,239 Cr).
Oldest track record among peers (22 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.85% (top quartile).
3Y return: 10.11% (top quartile).
1Y return: -8.79% (bottom quartile).
Alpha: 0.14 (lower mid).
Sharpe: -0.30 (bottom quartile).
Information ratio: 0.34 (top quartile).

Tata Liquid Fund

Highest AUM (₹28,037 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 6.31% (top quartile).
1M return: 0.43% (top quartile).
Sharpe: 3.11 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.19% (top quartile).
Modified duration: 0.10 yrs (bottom quartile).

ಇನ್ವೆಸ್ಕೊ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಇನ್ವೆಸ್ಕೊ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅನ್ನು 2006 ರಲ್ಲಿ ಸ್ಥಾಪಿಸಲಾಯಿತು ಮತ್ತು ಅಂದಿನಿಂದ ಇದು ಹೂಡಿಕೆದಾರರಿಗೆ ಲಾಭದಾಯಕ ಆದಾಯವನ್ನು ನೀಡುತ್ತಿದೆ. ಫಂಡ್ ಹೌಸ್ ನೀಡುವ ವಿವಿಧ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ವಿವಿಧ ಹೂಡಿಕೆ ಗುರಿಗಳನ್ನು ಸಾಧಿಸಬಹುದು. ಇನ್ವೆಸ್ಕೋ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅತ್ಯುತ್ತಮ ಬೆಳವಣಿಗೆಯನ್ನು ಒದಗಿಸುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆಬಂಡವಾಳ ಹೂಡಿಕೆದಾರರಿಂದ ಹೂಡಿಕೆ ಮಾಡಲಾಗಿದೆ.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Invesco India Growth Opportunities Fund Growth	₹99.75 ↓ -1.31	₹12,178	100	-7.7	-0.3	-4.2	18.3	13.3	4.7
Invesco India Liquid Fund Growth	₹3,887.06 ↑ 0.75	₹22,395	500	1.5	3.1	6.4	6.8	6.3	6.5
Invesco India Financial Services Fund Growth	₹134.48 ↓ -2.63	₹1,789	100	-7.9	-6.5	-5.1	13.2	10	15.1
Invesco India Contra Fund Growth	₹124.91 ↓ -1.94	₹19,248	500	-4.9	-2.7	-9.8	11.8	9.6	3.1
Invesco India Gold Fund Growth	₹39.1098 ↓ -0.58	₹507	500	-2.4	-6.4	13.9	30	22.4	69.6
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	Invesco India Growth Opportunities Fund	Invesco India Liquid Fund	Invesco India Financial Services Fund	Invesco India Contra Fund	Invesco India Gold Fund
Point 1	Lower mid AUM (₹12,178 Cr).	Highest AUM (₹22,395 Cr).	Bottom quartile AUM (₹1,789 Cr).	Upper mid AUM (₹19,248 Cr).	Bottom quartile AUM (₹507 Cr).
Point 2	Oldest track record among peers (19 yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (14+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Low.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 13.26% (upper mid).	1Y return: 6.36% (upper mid).	5Y return: 10.01% (lower mid).	5Y return: 9.59% (bottom quartile).	5Y return: 22.43% (top quartile).
Point 6	3Y return: 18.29% (upper mid).	1M return: 0.43% (top quartile).	3Y return: 13.20% (lower mid).	3Y return: 11.82% (bottom quartile).	3Y return: 29.95% (top quartile).
Point 7	1Y return: -4.21% (lower mid).	Sharpe: 3.08 (top quartile).	1Y return: -5.13% (bottom quartile).	1Y return: -9.84% (bottom quartile).	1Y return: 13.91% (top quartile).
Point 8	Alpha: 7.80 (top quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: 7.27 (upper mid).	Alpha: -0.21 (bottom quartile).	1M return: -6.97% (lower mid).
Point 9	Sharpe: 0.14 (lower mid).	Yield to maturity (debt): 6.35% (top quartile).	Sharpe: 0.00 (bottom quartile).	Sharpe: -0.34 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Information ratio: 1.34 (top quartile).	Modified duration: 0.13 yrs (bottom quartile).	Information ratio: 0.76 (upper mid).	Information ratio: 0.67 (lower mid).	Sharpe: 0.83 (upper mid).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹12,178 Cr).
Oldest track record among peers (19 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.26% (upper mid).
3Y return: 18.29% (upper mid).
1Y return: -4.21% (lower mid).
Alpha: 7.80 (top quartile).
Sharpe: 0.14 (lower mid).
Information ratio: 1.34 (top quartile).

Invesco India Liquid Fund

Highest AUM (₹22,395 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.36% (upper mid).
1M return: 0.43% (top quartile).
Sharpe: 3.08 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.35% (top quartile).
Modified duration: 0.13 yrs (bottom quartile).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,789 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 10.01% (lower mid).
3Y return: 13.20% (lower mid).
1Y return: -5.13% (bottom quartile).
Alpha: 7.27 (upper mid).
Sharpe: 0.00 (bottom quartile).
Information ratio: 0.76 (upper mid).

Invesco India Contra Fund

Upper mid AUM (₹19,248 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.59% (bottom quartile).
3Y return: 11.82% (bottom quartile).
1Y return: -9.84% (bottom quartile).
Alpha: -0.21 (bottom quartile).
Sharpe: -0.34 (bottom quartile).
Information ratio: 0.67 (lower mid).

Invesco India Gold Fund

Bottom quartile AUM (₹507 Cr).
Established history (14+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.43% (top quartile).
3Y return: 29.95% (top quartile).
1Y return: 13.91% (top quartile).
1M return: -6.97% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.83 (upper mid).

ಪ್ರಧಾನ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಪ್ರಿನ್ಸಿಪಲ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಚಿಲ್ಲರೆ ಮತ್ತು ಸಾಂಸ್ಥಿಕ ಹೂಡಿಕೆದಾರರಿಗೆ ವಿವಿಧ ರೀತಿಯ ನವೀನ ಹಣಕಾಸು ಪರಿಹಾರಗಳನ್ನು ನೀಡುತ್ತದೆ. ಫಂಡ್ ಹೌಸ್ ನಿರಂತರವಾಗಿ ಗ್ರಾಹಕರ ವೈವಿಧ್ಯಮಯ ಅಗತ್ಯಗಳನ್ನು ಪೂರೈಸುವ ಸಲುವಾಗಿ ನವೀನ ಯೋಜನೆಗಳನ್ನು ತರುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆ. ಪ್ರಿನ್ಸಿಪಾಲ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ತನ್ನ ಹೂಡಿಕೆ ನಿರ್ಧಾರಗಳನ್ನು ಬೆಂಬಲಿಸಲು ಕಟ್ಟುನಿಟ್ಟಾದ ಅಪಾಯ-ನಿರ್ವಹಣೆ ನೀತಿ ಮತ್ತು ಸೂಕ್ತವಾದ ಸಂಶೋಧನಾ ತಂತ್ರಗಳನ್ನು ಬಳಸುತ್ತದೆ.

No Funds available.

ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಭಾರತದಲ್ಲಿನ ಪ್ರಸಿದ್ಧ AMC ಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. ಹೂಡಿಕೆದಾರರ ಅಪೇಕ್ಷಿತ ಗುರಿಗಳನ್ನು ಸಾಧಿಸಲು AMC ಸಹಾಯ ಮಾಡುತ್ತದೆನೀಡುತ್ತಿದೆ ಅವರಿಗೆ ವಿವಿಧ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು. ಹೂಡಿಕೆದಾರರು ಈಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್, ELSS, ಲಿಕ್ವಿಡ್ ಫಂಡ್‌ಗಳು, ಇತ್ಯಾದಿ ಸ್ಕೀಮ್‌ಗಳ ಹೋಸ್ಟ್‌ನಿಂದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು. ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ನೀಡುವ ಕೆಲವು ಉತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಯೋಜನೆಗಳು ಈ ಕೆಳಗಿನಂತಿವೆ.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Sundaram Rural and Consumption Fund Growth	₹86.3744 ↓ -0.38	₹1,408	100	-6.1	-3.4	-15.3	5.1	8.2	-0.1
Sundaram Mid Cap Fund Growth	₹1,331.79 ↓ -27.78	₹13,854	100	-10	-6.6	-6.5	14.5	13.3	4.1
Sundaram Diversified Equity Fund Growth	₹196.524 ↓ -2.33	₹1,217	250	-5.6	-8.5	-12.5	5.2	5.6	7.1
Sundaram Corporate Bond Fund Growth	₹42.3801 ↓ -0.02	₹619	250	0.1	1.8	3.3	6.6	5.7	7.5
Sundaram Large and Mid Cap Fund Growth	₹82.6772 ↓ -1.77	₹7,131	100	-7.1	-2.3	-5.9	10.6	8.2	3.6
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	Sundaram Rural and Consumption Fund	Sundaram Mid Cap Fund	Sundaram Diversified Equity Fund	Sundaram Corporate Bond Fund	Sundaram Large and Mid Cap Fund
Point 1	Lower mid AUM (₹1,408 Cr).	Highest AUM (₹13,854 Cr).	Bottom quartile AUM (₹1,217 Cr).	Bottom quartile AUM (₹619 Cr).	Upper mid AUM (₹7,131 Cr).
Point 2	Established history (20+ yrs).	Established history (24+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 8.19% (lower mid).	5Y return: 13.32% (top quartile).	5Y return: 5.61% (bottom quartile).	1Y return: 3.28% (top quartile).	5Y return: 8.22% (upper mid).
Point 6	3Y return: 5.12% (bottom quartile).	3Y return: 14.45% (top quartile).	3Y return: 5.22% (bottom quartile).	1M return: -0.53% (top quartile).	3Y return: 10.61% (upper mid).
Point 7	1Y return: -15.28% (bottom quartile).	1Y return: -6.53% (lower mid).	1Y return: -12.48% (bottom quartile).	Sharpe: -0.60 (bottom quartile).	1Y return: -5.88% (upper mid).
Point 8	Alpha: 0.86 (upper mid).	Alpha: -1.10 (bottom quartile).	Alpha: -5.58 (bottom quartile).	Information ratio: 0.00 (lower mid).	Alpha: 6.08 (top quartile).
Point 9	Sharpe: -0.53 (lower mid).	Sharpe: 0.00 (upper mid).	Sharpe: -0.62 (bottom quartile).	Yield to maturity (debt): 7.40% (top quartile).	Sharpe: 0.10 (top quartile).
Point 10	Information ratio: -0.66 (bottom quartile).	Information ratio: 0.52 (top quartile).	Information ratio: -1.18 (bottom quartile).	Modified duration: 2.00 yrs (bottom quartile).	Information ratio: 0.32 (upper mid).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,408 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.19% (lower mid).
3Y return: 5.12% (bottom quartile).
1Y return: -15.28% (bottom quartile).
Alpha: 0.86 (upper mid).
Sharpe: -0.53 (lower mid).
Information ratio: -0.66 (bottom quartile).

Sundaram Mid Cap Fund

Highest AUM (₹13,854 Cr).
Established history (24+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.32% (top quartile).
3Y return: 14.45% (top quartile).
1Y return: -6.53% (lower mid).
Alpha: -1.10 (bottom quartile).
Sharpe: 0.00 (upper mid).
Information ratio: 0.52 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,217 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 5.61% (bottom quartile).
3Y return: 5.22% (bottom quartile).
1Y return: -12.48% (bottom quartile).
Alpha: -5.58 (bottom quartile).
Sharpe: -0.62 (bottom quartile).
Information ratio: -1.18 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹619 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 3.28% (top quartile).
1M return: -0.53% (top quartile).
Sharpe: -0.60 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.40% (top quartile).
Modified duration: 2.00 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹7,131 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.22% (upper mid).
3Y return: 10.61% (upper mid).
1Y return: -5.88% (upper mid).
Alpha: 6.08 (top quartile).
Sharpe: 0.10 (top quartile).
Information ratio: 0.32 (upper mid).

ಎಲ್ & ಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಎಲ್ & ಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಹೂಡಿಕೆ ಮತ್ತು ಅಪಾಯ ನಿರ್ವಹಣೆಗೆ ಶಿಸ್ತುಬದ್ಧ ವಿಧಾನವನ್ನು ಅನುಸರಿಸುತ್ತದೆ. ಕಂಪನಿಯು ಉತ್ತಮವಾದ ದೀರ್ಘಾವಧಿಯ ಅಪಾಯ-ಹೊಂದಾಣಿಕೆಯ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ನೀಡಲು ಒತ್ತಿಹೇಳುತ್ತದೆ. AMC ಅನ್ನು 1997 ರಲ್ಲಿ ಪ್ರಾರಂಭಿಸಲಾಯಿತು ಮತ್ತು ಇದು ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಅಪಾರ ನಂಬಿಕೆಯನ್ನು ಗಳಿಸಿದೆ. ಹೂಡಿಕೆದಾರರು ಈಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳು ಇತ್ಯಾದಿಗಳಂತಹ ಆಯ್ಕೆಗಳ ಹೋಸ್ಟ್‌ನಿಂದ ಸ್ಕೀಮ್‌ಗಳನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು. ಕೆಲವು ಉತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಯೋಜನೆಗಳೆಂದರೆ:

No Funds available.

ಯುಟಿಐ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

ಯುಟಿಐ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಹೂಡಿಕೆದಾರರ ಅಪೇಕ್ಷಿತ ಹೂಡಿಕೆ ಗುರಿಗಳನ್ನು ಸಾಧಿಸುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆ. ಇದು ಹೂಡಿಕೆದಾರರಿಗೆ ಅವರ ಭವಿಷ್ಯಕ್ಕಾಗಿ ದೀರ್ಘಾವಧಿಯ ಸಂಪತ್ತನ್ನು ನಿರ್ಮಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆ. ಫಂಡ್ ಹೌಸ್ ಈಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್, ಇತ್ಯಾದಿಗಳಂತಹ ವಿವಿಧ ರೀತಿಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳನ್ನು ನೀಡುತ್ತದೆ, ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಅಗತ್ಯಗಳಿಗೆ ಅನುಗುಣವಾಗಿ ಯೋಜನೆಗಳನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು ಮತ್ತು ಹೂಡಿಕೆ ಮಾಡಬಹುದು.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
UTI Banking & PSU Debt Fund Growth	₹23.6315 ↑ 0.00	₹1,448	500	1.4	2.9	5.4	7.2	7.5	7.8
UTI Money Market Fund Growth	₹3,345.7 ↑ 0.64	₹16,039	500	1.5	3.1	6.2	7.2	6.7	7.5
UTI Ultra Short Term Fund Growth	₹4,566.1 ↑ 0.38	₹3,017	500	1.3	2.9	5.7	6.6	6	6.6
UTI Treasury Advantage Fund Growth	₹3,829.06 ↓ -0.53	₹2,604	500	1.1	2.7	5.6	7	6.4	7.5
UTI Short Term Income Fund Growth	₹33.5736 ↓ -0.02	₹1,770	500	0.1	1.9	3.7	6.6	5.8	7.3
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	UTI Banking & PSU Debt Fund	UTI Money Market Fund	UTI Ultra Short Term Fund	UTI Treasury Advantage Fund	UTI Short Term Income Fund
Point 1	Bottom quartile AUM (₹1,448 Cr).	Highest AUM (₹16,039 Cr).	Upper mid AUM (₹3,017 Cr).	Lower mid AUM (₹2,604 Cr).	Bottom quartile AUM (₹1,770 Cr).
Point 2	Established history (12+ yrs).	Established history (17+ yrs).	Oldest track record among peers (23 yrs).	Established history (19+ yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.
Point 5	1Y return: 5.39% (bottom quartile).	1Y return: 6.20% (top quartile).	1Y return: 5.75% (upper mid).	1Y return: 5.60% (lower mid).	1Y return: 3.67% (bottom quartile).
Point 6	1M return: 0.20% (lower mid).	1M return: 0.25% (top quartile).	1M return: 0.22% (upper mid).	1M return: 0.05% (bottom quartile).	1M return: -0.55% (bottom quartile).
Point 7	Sharpe: 0.22 (bottom quartile).	Sharpe: 1.00 (top quartile).	Sharpe: 0.65 (upper mid).	Sharpe: 0.53 (lower mid).	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): 6.94% (bottom quartile).	Yield to maturity (debt): 6.98% (bottom quartile).	Yield to maturity (debt): 7.29% (lower mid).	Yield to maturity (debt): 7.36% (upper mid).	Yield to maturity (debt): 7.58% (top quartile).
Point 10	Modified duration: 0.43 yrs (upper mid).	Modified duration: 0.38 yrs (top quartile).	Modified duration: 0.44 yrs (lower mid).	Modified duration: 0.86 yrs (bottom quartile).	Modified duration: 2.07 yrs (bottom quartile).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹1,448 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 5.39% (bottom quartile).
1M return: 0.20% (lower mid).
Sharpe: 0.22 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.94% (bottom quartile).
Modified duration: 0.43 yrs (upper mid).

UTI Money Market Fund

Highest AUM (₹16,039 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.20% (top quartile).
1M return: 0.25% (top quartile).
Sharpe: 1.00 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.98% (bottom quartile).
Modified duration: 0.38 yrs (top quartile).

UTI Ultra Short Term Fund

Upper mid AUM (₹3,017 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 5.75% (upper mid).
1M return: 0.22% (upper mid).
Sharpe: 0.65 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.29% (lower mid).
Modified duration: 0.44 yrs (lower mid).

UTI Treasury Advantage Fund

Lower mid AUM (₹2,604 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 5.60% (lower mid).
1M return: 0.05% (bottom quartile).
Sharpe: 0.53 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.36% (upper mid).
Modified duration: 0.86 yrs (bottom quartile).

UTI Short Term Income Fund

Bottom quartile AUM (₹1,770 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 3.67% (bottom quartile).
1M return: -0.55% (bottom quartile).
Sharpe: -0.47 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.58% (top quartile).
Modified duration: 2.07 yrs (bottom quartile).

Disclaimer:
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.