ಭಾರತದಲ್ಲಿನ ಟಾಪ್ 15 ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಹೌಸ್‌ಗಳು

Updated on January 11, 2026 , 43261 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 (%)	2024 (%)
SBI Debt Hybrid Fund Growth	₹74.1467 ↑ 0.02	₹9,879	500	0.9	1.6	7.7	9.8	9.3	6.7
SBI Small Cap Fund Growth	₹163.043 ↓ -0.28	₹36,272	500	-3.7	-7.1	-1	13.1	17	-4.9
SBI Multi Asset Allocation Fund Growth	₹65.9128 ↑ 0.41	₹12,466	500	4.6	9.5	20.2	18.1	14.3	18.6
SBI Magnum COMMA Fund Growth	₹110.752 ↑ 1.30	₹830	500	3.3	4.7	19	17	17.3	12.3
SBI Large and Midcap Fund Growth	₹645.45 ↑ 0.51	₹37,045	500	3.2	3.1	14.9	17.8	18.2	10.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Multi Asset Allocation Fund	SBI Magnum COMMA Fund	SBI Large and Midcap Fund
Point 1	Bottom quartile AUM (₹9,879 Cr).	Upper mid AUM (₹36,272 Cr).	Lower mid AUM (₹12,466 Cr).	Bottom quartile AUM (₹830 Cr).	Highest AUM (₹37,045 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Established history (20+ 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: High.	Risk profile: Moderately High.
Point 5	5Y return: 9.34% (bottom quartile).	5Y return: 16.97% (lower mid).	5Y return: 14.25% (bottom quartile).	5Y return: 17.27% (upper mid).	5Y return: 18.19% (top quartile).
Point 6	3Y return: 9.76% (bottom quartile).	3Y return: 13.12% (bottom quartile).	3Y return: 18.07% (top quartile).	3Y return: 17.03% (lower mid).	3Y return: 17.80% (upper mid).
Point 7	1Y return: 7.68% (bottom quartile).	1Y return: -1.00% (bottom quartile).	1Y return: 20.22% (top quartile).	1Y return: 18.95% (upper mid).	1Y return: 14.92% (lower mid).
Point 8	1M return: 0.05% (bottom quartile).	Alpha: 0.00 (lower mid).	1M return: 1.06% (upper mid).	Alpha: -3.46 (bottom quartile).	Alpha: 0.64 (top quartile).
Point 9	Alpha: 0.00 (upper mid).	Sharpe: -0.54 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: 0.00 (bottom quartile).	Sharpe: 0.23 (lower mid).
Point 10	Sharpe: 0.24 (upper mid).	Information ratio: 0.00 (upper mid).	Sharpe: 1.17 (top quartile).	Information ratio: -0.09 (bottom quartile).	Information ratio: -0.48 (bottom quartile).

SBI Debt Hybrid Fund

Bottom quartile AUM (₹9,879 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 9.34% (bottom quartile).
3Y return: 9.76% (bottom quartile).
1Y return: 7.68% (bottom quartile).
1M return: 0.05% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.24 (upper mid).

SBI Small Cap Fund

Upper mid AUM (₹36,272 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.97% (lower mid).
3Y return: 13.12% (bottom quartile).
1Y return: -1.00% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.54 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI Multi Asset Allocation Fund

Lower mid AUM (₹12,466 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
5Y return: 14.25% (bottom quartile).
3Y return: 18.07% (top quartile).
1Y return: 20.22% (top quartile).
1M return: 1.06% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.17 (top quartile).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹830 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 17.27% (upper mid).
3Y return: 17.03% (lower mid).
1Y return: 18.95% (upper mid).
Alpha: -3.46 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: -0.09 (bottom quartile).

SBI Large and Midcap Fund

Highest AUM (₹37,045 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.19% (top quartile).
3Y return: 17.80% (upper mid).
1Y return: 14.92% (lower mid).
Alpha: 0.64 (top quartile).
Sharpe: 0.23 (lower mid).
Information ratio: -0.48 (bottom quartile).

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 (%)	2024 (%)
HDFC Banking and PSU Debt Fund Growth	₹23.6193 ↓ -0.01	₹5,835	300	0.8	2	7.3	7.3	5.8	7.5
HDFC Corporate Bond Fund Growth	₹33.3521 ↓ -0.03	₹36,382	300	0.6	1.9	7.1	7.6	6	7.3
HDFC Equity Savings Fund Growth	₹67.671 ↓ -0.05	₹5,904	300	1.5	2.8	8	10.2	10.1	6.8
HDFC Credit Risk Debt Fund Growth	₹24.8617 ↓ -0.01	₹7,013	300	1.2	2.9	7.8	7.5	6.6	8
HDFC Hybrid Debt Fund Growth	₹83.1849 ↓ -0.07	₹3,373	300	0.5	1.1	6.2	9.7	9.3	5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Equity Savings Fund	HDFC Credit Risk Debt Fund	HDFC Hybrid Debt Fund
Point 1	Bottom quartile AUM (₹5,835 Cr).	Highest AUM (₹36,382 Cr).	Lower mid AUM (₹5,904 Cr).	Upper mid AUM (₹7,013 Cr).	Bottom quartile AUM (₹3,373 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (21+ yrs).	Established history (11+ yrs).	Oldest track record among peers (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: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.
Point 5	1Y return: 7.35% (lower mid).	1Y return: 7.11% (bottom quartile).	5Y return: 10.07% (top quartile).	1Y return: 7.82% (upper mid).	5Y return: 9.35% (upper mid).
Point 6	1M return: 0.16% (upper mid).	1M return: 0.15% (lower mid).	3Y return: 10.19% (top quartile).	1M return: 0.35% (top quartile).	3Y return: 9.69% (upper mid).
Point 7	Sharpe: 1.00 (upper mid).	Sharpe: 0.84 (lower mid).	1Y return: 7.97% (top quartile).	Sharpe: 1.61 (top quartile).	1Y return: 6.24% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	1M return: -0.03% (bottom quartile).	Information ratio: 0.00 (bottom quartile).	1M return: 0.02% (bottom quartile).
Point 9	Yield to maturity (debt): 6.81% (bottom quartile).	Yield to maturity (debt): 6.97% (lower mid).	Alpha: 0.00 (lower mid).	Yield to maturity (debt): 8.01% (top quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 3.19 yrs (lower mid).	Modified duration: 4.37 yrs (bottom quartile).	Sharpe: 0.03 (bottom quartile).	Modified duration: 2.43 yrs (top quartile).	Sharpe: -0.14 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,835 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.35% (lower mid).
1M return: 0.16% (upper mid).
Sharpe: 1.00 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.81% (bottom quartile).
Modified duration: 3.19 yrs (lower mid).

HDFC Corporate Bond Fund

Highest AUM (₹36,382 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.11% (bottom quartile).
1M return: 0.15% (lower mid).
Sharpe: 0.84 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.97% (lower mid).
Modified duration: 4.37 yrs (bottom quartile).

HDFC Equity Savings Fund

Lower mid AUM (₹5,904 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.07% (top quartile).
3Y return: 10.19% (top quartile).
1Y return: 7.97% (top quartile).
1M return: -0.03% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.03 (bottom quartile).

HDFC Credit Risk Debt Fund

Upper mid AUM (₹7,013 Cr).
Established history (11+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.82% (upper mid).
1M return: 0.35% (top quartile).
Sharpe: 1.61 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.01% (top quartile).
Modified duration: 2.43 yrs (top quartile).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,373 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.35% (upper mid).
3Y return: 9.69% (upper mid).
1Y return: 6.24% (bottom quartile).
1M return: 0.02% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.14 (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 (%)	2024 (%)
ICICI Prudential Banking and Financial Services Fund Growth	₹138.1 ↓ -0.52	₹11,085	100	2.7	2.4	20.1	15	14.6	15.9
ICICI Prudential Nifty Next 50 Index Fund Growth	₹60.3803 ↑ 0.23	₹8,151	100	-0.1	0.9	11.5	17.5	14.9	2.1
ICICI Prudential MIP 25 Growth	₹77.718 ↓ -0.03	₹3,370	100	0.8	2.5	8.5	10	8.9	7.9
ICICI Prudential Long Term Plan Growth	₹37.7776 ↓ -0.02	₹14,944	100	0.4	1.7	7	7.5	6.3	7.2
ICICI Prudential US Bluechip Equity Fund Growth	₹74.93 ↓ -0.24	₹3,470	100	11	15.7	20.3	17.6	14	15.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential MIP 25	ICICI Prudential Long Term Plan	ICICI Prudential US Bluechip Equity Fund
Point 1	Upper mid AUM (₹11,085 Cr).	Lower mid AUM (₹8,151 Cr).	Bottom quartile AUM (₹3,370 Cr).	Highest AUM (₹14,944 Cr).	Bottom quartile AUM (₹3,470 Cr).
Point 2	Established history (17+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (13+ 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: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.
Point 5	5Y return: 14.64% (upper mid).	5Y return: 14.86% (top quartile).	5Y return: 8.86% (bottom quartile).	1Y return: 7.04% (bottom quartile).	5Y return: 14.00% (lower mid).
Point 6	3Y return: 15.03% (lower mid).	3Y return: 17.49% (upper mid).	3Y return: 10.04% (bottom quartile).	1M return: 0.30% (upper mid).	3Y return: 17.59% (top quartile).
Point 7	1Y return: 20.12% (upper mid).	1Y return: 11.51% (lower mid).	1Y return: 8.55% (bottom quartile).	Sharpe: 0.53 (lower mid).	1Y return: 20.25% (top quartile).
Point 8	Alpha: -0.89 (lower mid).	1M return: -0.04% (bottom quartile).	1M return: 0.12% (lower mid).	Information ratio: 0.00 (lower mid).	Alpha: -7.61 (bottom quartile).
Point 9	Sharpe: 0.74 (top quartile).	Alpha: -1.01 (bottom quartile).	Alpha: 0.00 (top quartile).	Yield to maturity (debt): 7.53% (top quartile).	Sharpe: 0.32 (bottom quartile).
Point 10	Information ratio: 0.23 (top quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: 0.61 (upper mid).	Modified duration: 4.75 yrs (bottom quartile).	Information ratio: -1.09 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹11,085 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 14.64% (upper mid).
3Y return: 15.03% (lower mid).
1Y return: 20.12% (upper mid).
Alpha: -0.89 (lower mid).
Sharpe: 0.74 (top quartile).
Information ratio: 0.23 (top quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹8,151 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.86% (top quartile).
3Y return: 17.49% (upper mid).
1Y return: 11.51% (lower mid).
1M return: -0.04% (bottom quartile).
Alpha: -1.01 (bottom quartile).
Sharpe: -0.35 (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,370 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.86% (bottom quartile).
3Y return: 10.04% (bottom quartile).
1Y return: 8.55% (bottom quartile).
1M return: 0.12% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.61 (upper mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,944 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.04% (bottom quartile).
1M return: 0.30% (upper mid).
Sharpe: 0.53 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.53% (top quartile).
Modified duration: 4.75 yrs (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,470 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 14.00% (lower mid).
3Y return: 17.59% (top quartile).
1Y return: 20.25% (top quartile).
Alpha: -7.61 (bottom quartile).
Sharpe: 0.32 (bottom quartile).
Information ratio: -1.09 (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 (%)	2024 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹64.18 ↓ -0.11	₹3,708	1,000	5	4	23.6	16.2	14.6	17.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,551.83 ↓ -2.39	₹7,614	100	1.1	1.7	9.6	14.4	11.8	7.2
Aditya Birla Sun Life Regular Savings Fund Growth	₹68.4979 ↓ -0.06	₹1,541	500	0.8	2.2	8.6	9	8.6	7.1
Aditya Birla Sun Life Savings Fund Growth	₹566.699 ↓ -0.02	₹24,129	1,000	1.4	3	7.2	7.4	6.2	7.4
Aditya Birla Sun Life Money Manager Fund Growth	₹382.395 ↑ 0.03	₹32,599	1,000	1.3	2.8	7.2	7.5	6.2	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund
Point 1	Bottom quartile AUM (₹3,708 Cr).	Lower mid AUM (₹7,614 Cr).	Bottom quartile AUM (₹1,541 Cr).	Upper mid AUM (₹24,129 Cr).	Highest AUM (₹32,599 Cr).
Point 2	Established history (12+ yrs).	Oldest track record among peers (30 yrs).	Established history (21+ yrs).	Established history (22+ yrs).	Established history (20+ 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: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.
Point 5	5Y return: 14.59% (top quartile).	5Y return: 11.79% (upper mid).	5Y return: 8.64% (lower mid).	1Y return: 7.24% (bottom quartile).	1Y return: 7.22% (bottom quartile).
Point 6	3Y return: 16.22% (top quartile).	3Y return: 14.37% (upper mid).	3Y return: 9.04% (lower mid).	1M return: 0.40% (top quartile).	1M return: 0.38% (upper mid).
Point 7	1Y return: 23.59% (top quartile).	1Y return: 9.59% (upper mid).	1Y return: 8.56% (lower mid).	Sharpe: 3.69 (top quartile).	Sharpe: 3.16 (upper mid).
Point 8	Alpha: -2.82 (bottom quartile).	1M return: -0.96% (bottom quartile).	1M return: 0.13% (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.63 (lower mid).	Alpha: -1.13 (bottom quartile).	Alpha: 0.48 (top quartile).	Yield to maturity (debt): 6.66% (lower mid).	Yield to maturity (debt): 6.32% (bottom quartile).
Point 10	Information ratio: 0.29 (upper mid).	Sharpe: 0.09 (bottom quartile).	Sharpe: 0.42 (bottom quartile).	Modified duration: 0.48 yrs (upper mid).	Modified duration: 0.48 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,708 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: High.
5Y return: 14.59% (top quartile).
3Y return: 16.22% (top quartile).
1Y return: 23.59% (top quartile).
Alpha: -2.82 (bottom quartile).
Sharpe: 0.63 (lower mid).
Information ratio: 0.29 (upper mid).

Aditya Birla Sun Life Equity Hybrid 95 Fund

Lower mid AUM (₹7,614 Cr).
Oldest track record among peers (30 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.79% (upper mid).
3Y return: 14.37% (upper mid).
1Y return: 9.59% (upper mid).
1M return: -0.96% (bottom quartile).
Alpha: -1.13 (bottom quartile).
Sharpe: 0.09 (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,541 Cr).
Established history (21+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.64% (lower mid).
3Y return: 9.04% (lower mid).
1Y return: 8.56% (lower mid).
1M return: 0.13% (bottom quartile).
Alpha: 0.48 (top quartile).
Sharpe: 0.42 (bottom quartile).

Aditya Birla Sun Life Savings Fund

Upper mid AUM (₹24,129 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.24% (bottom quartile).
1M return: 0.40% (top quartile).
Sharpe: 3.69 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.66% (lower mid).
Modified duration: 0.48 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹32,599 Cr).
Established history (20+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Low.
1Y return: 7.22% (bottom quartile).
1M return: 0.38% (upper mid).
Sharpe: 3.16 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.32% (bottom quartile).
Modified duration: 0.48 yrs (lower mid).

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 (%)	2024 (%)
Franklin Build India Fund Growth	₹140.577 ↑ 0.81	₹3,068	500	-1.9	-2.2	8.5	24.9	24.3	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹82.1023 ↑ 0.10	₹4,460	500	1.8	9.3	13.2	24.5	10.4	11.4
Franklin India Smaller Companies Fund Growth	₹162.481 ↑ 0.17	₹13,529	500	-2.9	-7.6	-1.2	19.3	21.1	-8.4
Franklin India Bluechip Fund Growth	₹1,062.84 ↓ -0.20	₹8,061	500	3.1	3.6	11.5	15.3	13.1	8.4
Franklin India Focused Equity Fund Growth	₹109.247 ↓ -0.05	₹12,815	500	-0.2	1.6	10.2	15.3	16.9	5.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Bluechip Fund	Franklin India Focused Equity Fund
Point 1	Bottom quartile AUM (₹3,068 Cr).	Bottom quartile AUM (₹4,460 Cr).	Highest AUM (₹13,529 Cr).	Lower mid AUM (₹8,061 Cr).	Upper mid AUM (₹12,815 Cr).
Point 2	Established history (16+ yrs).	Established history (13+ yrs).	Established history (20+ yrs).	Oldest track record among peers (32 yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 24.25% (top quartile).	5Y return: 10.37% (bottom quartile).	5Y return: 21.07% (upper mid).	5Y return: 13.12% (bottom quartile).	5Y return: 16.85% (lower mid).
Point 6	3Y return: 24.94% (top quartile).	3Y return: 24.53% (upper mid).	3Y return: 19.35% (lower mid).	3Y return: 15.34% (bottom quartile).	3Y return: 15.33% (bottom quartile).
Point 7	1Y return: 8.53% (bottom quartile).	1Y return: 13.16% (top quartile).	1Y return: -1.22% (bottom quartile).	1Y return: 11.49% (upper mid).	1Y return: 10.25% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -13.09 (bottom quartile).	Alpha: -3.60 (bottom quartile).	Alpha: -0.53 (upper mid).	Alpha: -1.49 (lower mid).
Point 9	Sharpe: -0.16 (bottom quartile).	Sharpe: 0.28 (top quartile).	Sharpe: -0.51 (bottom quartile).	Sharpe: 0.14 (upper mid).	Sharpe: -0.04 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -1.91 (bottom quartile).	Information ratio: -0.13 (bottom quartile).	Information ratio: 0.22 (top quartile).	Information ratio: -0.07 (lower mid).

Franklin Build India Fund

Bottom quartile AUM (₹3,068 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 24.25% (top quartile).
3Y return: 24.94% (top quartile).
1Y return: 8.53% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.16 (bottom quartile).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Bottom quartile AUM (₹4,460 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 10.37% (bottom quartile).
3Y return: 24.53% (upper mid).
1Y return: 13.16% (top quartile).
Alpha: -13.09 (bottom quartile).
Sharpe: 0.28 (top quartile).
Information ratio: -1.91 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,529 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.07% (upper mid).
3Y return: 19.35% (lower mid).
1Y return: -1.22% (bottom quartile).
Alpha: -3.60 (bottom quartile).
Sharpe: -0.51 (bottom quartile).
Information ratio: -0.13 (bottom quartile).

Franklin India Bluechip Fund

Lower mid AUM (₹8,061 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.12% (bottom quartile).
3Y return: 15.34% (bottom quartile).
1Y return: 11.49% (upper mid).
Alpha: -0.53 (upper mid).
Sharpe: 0.14 (upper mid).
Information ratio: 0.22 (top quartile).

Franklin India Focused Equity Fund

Upper mid AUM (₹12,815 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.85% (lower mid).
3Y return: 15.33% (bottom quartile).
1Y return: 10.25% (lower mid).
Alpha: -1.49 (lower mid).
Sharpe: -0.04 (lower mid).
Information ratio: -0.07 (lower mid).

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 (%)	2024 (%)
Kotak Standard Multicap Fund Growth	₹86.77 ↑ 0.13	₹56,885	500	0.8	1	14.6	16.4	14.5	9.5
Kotak Equity Opportunities Fund Growth	₹351.534 ↑ 0.37	₹29,961	1,000	1.2	2.6	12.4	19.2	17.5	5.6
Kotak Asset Allocator Fund - FOF Growth	₹256.819 ↑ 0.52	₹2,177	1,000	4.3	9.6	19.7	19.2	18.3	15.4
Kotak Emerging Equity Scheme Growth	₹134.287 ↑ 0.00	₹60,480	1,000	-3.6	-0.7	8.2	20.9	20.9	1.8
Kotak Corporate Bond Fund Standard Growth	₹3,885.38 ↓ -2.87	₹18,855	1,000	0.8	2.2	7.7	7.6	6	7.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Kotak Equity Opportunities Fund	Kotak Asset Allocator Fund - FOF	Kotak Emerging Equity Scheme	Kotak Corporate Bond Fund Standard
Point 1	Upper mid AUM (₹56,885 Cr).	Lower mid AUM (₹29,961 Cr).	Bottom quartile AUM (₹2,177 Cr).	Highest AUM (₹60,480 Cr).	Bottom quartile AUM (₹18,855 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (21 yrs).	Established history (21+ yrs).	Established history (18+ 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 High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 14.53% (bottom quartile).	5Y return: 17.55% (lower mid).	5Y return: 18.31% (upper mid).	5Y return: 20.90% (top quartile).	1Y return: 7.71% (bottom quartile).
Point 6	3Y return: 16.44% (bottom quartile).	3Y return: 19.18% (lower mid).	3Y return: 19.25% (upper mid).	3Y return: 20.89% (top quartile).	1M return: 0.20% (upper mid).
Point 7	1Y return: 14.61% (upper mid).	1Y return: 12.43% (lower mid).	1Y return: 19.72% (top quartile).	1Y return: 8.23% (bottom quartile).	Sharpe: 1.27 (top quartile).
Point 8	Alpha: 1.84 (top quartile).	Alpha: -2.35 (bottom quartile).	1M return: 1.32% (top quartile).	Alpha: -3.85 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.22 (lower mid).	Sharpe: 0.03 (bottom quartile).	Alpha: 0.00 (upper mid).	Sharpe: -0.03 (bottom quartile).	Yield to maturity (debt): 6.91% (upper mid).
Point 10	Information ratio: 0.15 (top quartile).	Information ratio: 0.04 (upper mid).	Sharpe: 0.75 (upper mid).	Information ratio: -0.40 (bottom quartile).	Modified duration: 3.16 yrs (bottom quartile).

Kotak Standard Multicap Fund

Upper mid AUM (₹56,885 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.53% (bottom quartile).
3Y return: 16.44% (bottom quartile).
1Y return: 14.61% (upper mid).
Alpha: 1.84 (top quartile).
Sharpe: 0.22 (lower mid).
Information ratio: 0.15 (top quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹29,961 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.55% (lower mid).
3Y return: 19.18% (lower mid).
1Y return: 12.43% (lower mid).
Alpha: -2.35 (bottom quartile).
Sharpe: 0.03 (bottom quartile).
Information ratio: 0.04 (upper mid).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,177 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.31% (upper mid).
3Y return: 19.25% (upper mid).
1Y return: 19.72% (top quartile).
1M return: 1.32% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.75 (upper mid).

Kotak Emerging Equity Scheme

Highest AUM (₹60,480 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.90% (top quartile).
3Y return: 20.89% (top quartile).
1Y return: 8.23% (bottom quartile).
Alpha: -3.85 (bottom quartile).
Sharpe: -0.03 (bottom quartile).
Information ratio: -0.40 (bottom quartile).

Kotak Corporate Bond Fund Standard

Bottom quartile AUM (₹18,855 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.71% (bottom quartile).
1M return: 0.20% (upper mid).
Sharpe: 1.27 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.91% (upper mid).
Modified duration: 3.16 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 (%)	2024 (%)
Tata Equity PE Fund Growth	₹360.015 ↑ 0.79	₹9,032	150	2.1	2	10.4	19.7	17	3.7
Tata India Tax Savings Fund Growth	₹45.2274 ↑ 0.00	₹4,795	500	1.3	1.7	8.5	15.2	14.9	4.9
Tata Retirement Savings Fund-Moderate Growth	₹64.0315 ↑ 0.00	₹2,191	150	-0.9	-1	5.3	14.5	11.3	1
Tata Retirement Savings Fund - Progressive Growth	₹64.4577 ↑ 0.03	₹2,129	150	-1.2	-2.1	3.3	15.4	11.7	-1.2
Tata Treasury Advantage Fund Growth	₹4,053.22 ↓ -0.67	₹3,935	500	1.2	2.7	7	7.1	5.8	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Equity PE Fund	Tata India Tax Savings Fund	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata Treasury Advantage Fund
Point 1	Highest AUM (₹9,032 Cr).	Upper mid AUM (₹4,795 Cr).	Bottom quartile AUM (₹2,191 Cr).	Bottom quartile AUM (₹2,129 Cr).	Lower mid AUM (₹3,935 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (11+ yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Established history (20+ 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: Moderately Low.
Point 5	5Y return: 17.02% (top quartile).	5Y return: 14.86% (upper mid).	5Y return: 11.28% (bottom quartile).	5Y return: 11.71% (lower mid).	1Y return: 7.03% (lower mid).
Point 6	3Y return: 19.74% (top quartile).	3Y return: 15.23% (lower mid).	3Y return: 14.49% (bottom quartile).	3Y return: 15.45% (upper mid).	1M return: 0.36% (top quartile).
Point 7	1Y return: 10.42% (top quartile).	1Y return: 8.52% (upper mid).	1Y return: 5.28% (bottom quartile).	1Y return: 3.30% (bottom quartile).	Sharpe: 2.21 (top quartile).
Point 8	Alpha: -4.05 (bottom quartile).	Alpha: -1.56 (lower mid).	1M return: -1.20% (lower mid).	1M return: -1.45% (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: -0.17 (lower mid).	Sharpe: -0.01 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -5.96 (bottom quartile).	Yield to maturity (debt): 6.45% (top quartile).
Point 10	Information ratio: 0.91 (top quartile).	Information ratio: -0.21 (bottom quartile).	Sharpe: -0.21 (bottom quartile).	Sharpe: -0.26 (bottom quartile).	Modified duration: 0.03 yrs (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹9,032 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.02% (top quartile).
3Y return: 19.74% (top quartile).
1Y return: 10.42% (top quartile).
Alpha: -4.05 (bottom quartile).
Sharpe: -0.17 (lower mid).
Information ratio: 0.91 (top quartile).

Tata India Tax Savings Fund

Upper mid AUM (₹4,795 Cr).
Established history (11+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.86% (upper mid).
3Y return: 15.23% (lower mid).
1Y return: 8.52% (upper mid).
Alpha: -1.56 (lower mid).
Sharpe: -0.01 (upper mid).
Information ratio: -0.21 (bottom quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,191 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.28% (bottom quartile).
3Y return: 14.49% (bottom quartile).
1Y return: 5.28% (bottom quartile).
1M return: -1.20% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.21 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,129 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.71% (lower mid).
3Y return: 15.45% (upper mid).
1Y return: 3.30% (bottom quartile).
1M return: -1.45% (bottom quartile).
Alpha: -5.96 (bottom quartile).
Sharpe: -0.26 (bottom quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,935 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.03% (lower mid).
1M return: 0.36% (top quartile).
Sharpe: 2.21 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.45% (top quartile).
Modified duration: 0.03 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 (%)	2024 (%)
Invesco India Growth Opportunities Fund Growth	₹98.12 ↓ -0.17	₹9,406	100	-4.5	-2.3	11.2	23.1	17.9	4.7
Invesco India Financial Services Fund Growth	₹145.92 ↑ 0.63	₹1,589	100	4.3	5.1	22.2	20.6	16.7	15.1
Invesco India Contra Fund Growth	₹136.21 ↓ -0.22	₹20,596	500	0	0.3	8.2	19.7	16.7	3.1
Invesco India Liquid Fund Growth	₹3,700.75 ↑ 0.55	₹15,709	500	1.4	2.9	6.4	6.9	5.8	6.5
Invesco India PSU Equity Fund Growth	₹67.13 ↑ 0.63	₹1,445	500	3.2	2.1	21.4	29.1	26.5	10.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Invesco India Financial Services Fund	Invesco India Contra Fund	Invesco India Liquid Fund	Invesco India PSU Equity Fund
Point 1	Lower mid AUM (₹9,406 Cr).	Bottom quartile AUM (₹1,589 Cr).	Highest AUM (₹20,596 Cr).	Upper mid AUM (₹15,709 Cr).	Bottom quartile AUM (₹1,445 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Oldest track record among peers (19 yrs).	Established history (16+ 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: High.	Risk profile: Moderately High.	Risk profile: Low.	Risk profile: High.
Point 5	5Y return: 17.91% (upper mid).	5Y return: 16.66% (bottom quartile).	5Y return: 16.73% (lower mid).	1Y return: 6.45% (bottom quartile).	5Y return: 26.47% (top quartile).
Point 6	3Y return: 23.12% (upper mid).	3Y return: 20.62% (lower mid).	3Y return: 19.67% (bottom quartile).	1M return: 0.49% (upper mid).	3Y return: 29.09% (top quartile).
Point 7	1Y return: 11.15% (lower mid).	1Y return: 22.17% (top quartile).	1Y return: 8.20% (bottom quartile).	Sharpe: 3.20 (top quartile).	1Y return: 21.37% (upper mid).
Point 8	Alpha: 2.54 (top quartile).	Alpha: -4.69 (bottom quartile).	Alpha: -2.61 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: -0.45 (lower mid).
Point 9	Sharpe: 0.31 (lower mid).	Sharpe: 0.50 (upper mid).	Sharpe: -0.10 (bottom quartile).	Yield to maturity (debt): 5.94% (top quartile).	Sharpe: 0.06 (bottom quartile).
Point 10	Information ratio: 0.98 (upper mid).	Information ratio: 0.83 (lower mid).	Information ratio: 1.01 (top quartile).	Modified duration: 0.11 yrs (bottom quartile).	Information ratio: -0.49 (bottom quartile).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹9,406 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.91% (upper mid).
3Y return: 23.12% (upper mid).
1Y return: 11.15% (lower mid).
Alpha: 2.54 (top quartile).
Sharpe: 0.31 (lower mid).
Information ratio: 0.98 (upper mid).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,589 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 16.66% (bottom quartile).
3Y return: 20.62% (lower mid).
1Y return: 22.17% (top quartile).
Alpha: -4.69 (bottom quartile).
Sharpe: 0.50 (upper mid).
Information ratio: 0.83 (lower mid).

Invesco India Contra Fund

Highest AUM (₹20,596 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.73% (lower mid).
3Y return: 19.67% (bottom quartile).
1Y return: 8.20% (bottom quartile).
Alpha: -2.61 (bottom quartile).
Sharpe: -0.10 (bottom quartile).
Information ratio: 1.01 (top quartile).

Invesco India Liquid Fund

Upper mid AUM (₹15,709 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 6.45% (bottom quartile).
1M return: 0.49% (upper mid).
Sharpe: 3.20 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 5.94% (top quartile).
Modified duration: 0.11 yrs (bottom quartile).

Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,445 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 26.47% (top quartile).
3Y return: 29.09% (top quartile).
1Y return: 21.37% (upper mid).
Alpha: -0.45 (lower mid).
Sharpe: 0.06 (bottom quartile).
Information ratio: -0.49 (bottom quartile).

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 (%)	2024 (%)
Sundaram Rural and Consumption Fund Growth	₹94.9761 ↓ -0.61	₹1,628	100	-3.5	-1.2	2.2	15.9	14	-0.1
Sundaram Mid Cap Fund Growth	₹1,404.85 ↓ -0.01	₹13,345	100	-0.1	2.1	11.1	24	21	4.1
Sundaram Diversified Equity Fund Growth	₹224.035 ↑ 0.68	₹1,484	250	1.5	0.7	9.7	13.1	13.6	7.1
Sundaram Corporate Bond Fund Growth	₹41.2542 ↓ -0.03	₹773	250	0.7	2.1	7.5	7.2	5.8	7.5
Sundaram Large and Mid Cap Fund Growth	₹86.4485 ↓ -0.03	₹7,047	100	-0.1	1.8	8.8	16.2	15.8	3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 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 (₹1,628 Cr).	Highest AUM (₹13,345 Cr).	Bottom quartile AUM (₹1,484 Cr).	Bottom quartile AUM (₹773 Cr).	Upper mid AUM (₹7,047 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (18+ 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: 14.05% (lower mid).	5Y return: 20.98% (top quartile).	5Y return: 13.60% (bottom quartile).	1Y return: 7.51% (bottom quartile).	5Y return: 15.80% (upper mid).
Point 6	3Y return: 15.89% (lower mid).	3Y return: 23.99% (top quartile).	3Y return: 13.12% (bottom quartile).	1M return: 0.19% (top quartile).	3Y return: 16.20% (upper mid).
Point 7	1Y return: 2.17% (bottom quartile).	1Y return: 11.11% (top quartile).	1Y return: 9.70% (upper mid).	Sharpe: 1.09 (top quartile).	1Y return: 8.77% (lower mid).
Point 8	Alpha: -7.12 (bottom quartile).	Alpha: -1.35 (lower mid).	Alpha: -0.54 (upper mid).	Information ratio: 0.00 (upper mid).	Alpha: -3.33 (bottom quartile).
Point 9	Sharpe: -0.22 (bottom quartile).	Sharpe: 0.09 (upper mid).	Sharpe: 0.05 (lower mid).	Yield to maturity (debt): 6.72% (top quartile).	Sharpe: -0.02 (bottom quartile).
Point 10	Information ratio: -0.32 (lower mid).	Information ratio: 0.15 (top quartile).	Information ratio: -0.84 (bottom quartile).	Modified duration: 3.34 yrs (bottom quartile).	Information ratio: -0.72 (bottom quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,628 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.05% (lower mid).
3Y return: 15.89% (lower mid).
1Y return: 2.17% (bottom quartile).
Alpha: -7.12 (bottom quartile).
Sharpe: -0.22 (bottom quartile).
Information ratio: -0.32 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹13,345 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.98% (top quartile).
3Y return: 23.99% (top quartile).
1Y return: 11.11% (top quartile).
Alpha: -1.35 (lower mid).
Sharpe: 0.09 (upper mid).
Information ratio: 0.15 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,484 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.60% (bottom quartile).
3Y return: 13.12% (bottom quartile).
1Y return: 9.70% (upper mid).
Alpha: -0.54 (upper mid).
Sharpe: 0.05 (lower mid).
Information ratio: -0.84 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹773 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.51% (bottom quartile).
1M return: 0.19% (top quartile).
Sharpe: 1.09 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.72% (top quartile).
Modified duration: 3.34 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹7,047 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.80% (upper mid).
3Y return: 16.20% (upper mid).
1Y return: 8.77% (lower mid).
Alpha: -3.33 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: -0.72 (bottom quartile).

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 (%)	2024 (%)
UTI Banking & PSU Debt Fund Growth	₹22.606 ↓ 0.00	₹812	500	1	2.4	7.7	7.2	7	7.8
UTI Treasury Advantage Fund Growth	₹3,666.89 ↓ -0.46	₹3,184	500	1.3	2.9	7.4	7.4	7.2	7.5
UTI Money Market Fund Growth	₹3,189.87 ↑ 0.32	₹22,198	500	1.4	2.9	7.4	7.5	6.3	7.5
UTI Short Term Income Fund Growth	₹32.5833 ↓ -0.02	₹3,374	500	0.8	2.2	7.2	7.3	6.9	7.3
UTI Regular Savings Fund Growth	₹70.1596 ↓ -0.12	₹1,701	500	0.4	0.8	7	9.4	8.7	6.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	UTI Banking & PSU Debt Fund	UTI Treasury Advantage Fund	UTI Money Market Fund	UTI Short Term Income Fund	UTI Regular Savings Fund
Point 1	Bottom quartile AUM (₹812 Cr).	Lower mid AUM (₹3,184 Cr).	Highest AUM (₹22,198 Cr).	Upper mid AUM (₹3,374 Cr).	Bottom quartile AUM (₹1,701 Cr).
Point 2	Established history (11+ yrs).	Established history (18+ yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Oldest track record among peers (22 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: Moderately Low.	Risk profile: Low.	Risk profile: Moderate.	Risk profile: Moderately High.
Point 5	1Y return: 7.67% (top quartile).	1Y return: 7.41% (upper mid).	1Y return: 7.36% (lower mid).	1Y return: 7.22% (bottom quartile).	5Y return: 8.70% (top quartile).
Point 6	1M return: 0.30% (lower mid).	1M return: 0.38% (upper mid).	1M return: 0.44% (top quartile).	1M return: 0.22% (bottom quartile).	3Y return: 9.40% (top quartile).
Point 7	Sharpe: 1.66 (lower mid).	Sharpe: 2.81 (upper mid).	Sharpe: 3.06 (top quartile).	Sharpe: 1.25 (bottom quartile).	1Y return: 7.00% (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).	1M return: -0.19% (bottom quartile).
Point 9	Yield to maturity (debt): 6.46% (bottom quartile).	Yield to maturity (debt): 6.68% (lower mid).	Yield to maturity (debt): 6.19% (bottom quartile).	Yield to maturity (debt): 6.84% (upper mid).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 1.43 yrs (lower mid).	Modified duration: 0.83 yrs (upper mid).	Modified duration: 0.37 yrs (top quartile).	Modified duration: 2.80 yrs (bottom quartile).	Sharpe: -0.05 (bottom quartile).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹812 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.67% (top quartile).
1M return: 0.30% (lower mid).
Sharpe: 1.66 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.46% (bottom quartile).
Modified duration: 1.43 yrs (lower mid).

UTI Treasury Advantage Fund

Lower mid AUM (₹3,184 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.41% (upper mid).
1M return: 0.38% (upper mid).
Sharpe: 2.81 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.68% (lower mid).
Modified duration: 0.83 yrs (upper mid).

UTI Money Market Fund

Highest AUM (₹22,198 Cr).
Established history (16+ yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 7.36% (lower mid).
1M return: 0.44% (top quartile).
Sharpe: 3.06 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.19% (bottom quartile).
Modified duration: 0.37 yrs (top quartile).

UTI Short Term Income Fund

Upper mid AUM (₹3,374 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.22% (bottom quartile).
1M return: 0.22% (bottom quartile).
Sharpe: 1.25 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.84% (upper mid).
Modified duration: 2.80 yrs (bottom quartile).

UTI Regular Savings Fund

Bottom quartile AUM (₹1,701 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.70% (top quartile).
3Y return: 9.40% (top quartile).
1Y return: 7.00% (bottom quartile).
1M return: -0.19% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.05 (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.