5 മികച്ച പ്രകടനം നടത്തുന്ന ലംപ് സം നിക്ഷേപങ്ങൾ 2022 - 2023

Updated on June 6, 2026 , 156353 views

ഇന്ത്യയിലെ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ വർഷങ്ങളായി വളർന്നു. തൽഫലമായി, ദിമികച്ച പ്രകടനം നടത്തുന്ന മ്യൂച്വൽ ഫണ്ടുകൾ ൽവിപണി മാറിക്കൊണ്ടിരിക്കുക. ക്രിസിൽ, മോണിംഗ് സ്റ്റാർ, ഐസിആർഎ തുടങ്ങിയ മ്യൂച്വൽ ഫണ്ട് സ്കീമിനെ വിലയിരുത്തുന്നതിന് വിവിധ റേറ്റിംഗ് സംവിധാനങ്ങൾ നിലവിലുണ്ട്.

റിട്ടേണുകൾ പോലുള്ള ഗുണപരവും അളവ്പരവുമായ ഘടകങ്ങളെ അടിസ്ഥാനമാക്കി ഈ സംവിധാനങ്ങൾ ഒരു മ്യൂച്വൽ ഫണ്ടിനെ വിലയിരുത്തുന്നു,സ്റ്റാൻഡേർഡ് ഡീവിയേഷൻ, ഫണ്ടിന്റെ പ്രായം മുതലായവ. ഈ ഘടകങ്ങളുടെയെല്ലാം സംഗ്രഹം മികച്ച പ്രകടനം കാഴ്ചവെക്കുന്നവരുടെ റേറ്റിംഗിലേക്ക് നയിക്കുന്നുമ്യൂച്വൽ ഫണ്ടുകൾ ഇന്ത്യയിൽ.

മൊത്തത്തിലുള്ള മ്യൂച്വൽ ഫണ്ട് നിക്ഷേപത്തിനുള്ള നുറുങ്ങുകൾ

മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിനുള്ള ഒരു മികച്ച മാർഗം, അതിന്റെ ഗുണപരവും അളവ്പരവുമായ അളവുകൾ നോക്കുക എന്നതാണ്:

സ്കീം അസറ്റ് വലുപ്പം

നിക്ഷേപകർ എല്ലായ്പ്പോഴും വളരെ വലുതോ ചെറുതോ അല്ലാത്ത ഒരു ഫണ്ടിലേക്ക് പോകണം. ഫണ്ടിന്റെ വലുപ്പം തമ്മിൽ കൃത്യമായ നിർവചനവും ബന്ധവും ഇല്ലെങ്കിലും, വളരെ ചെറുതും വലുതും ഒരു ഫണ്ടിന്റെ പ്രകടനത്തെ തടസ്സപ്പെടുത്തുമെന്ന് പറയപ്പെടുന്നു. നിക്ഷേപകർ ആരാണെന്നും ഒരു പ്രത്യേക സ്കീമിൽ അവർക്കുള്ള നിക്ഷേപങ്ങളുടെ അളവ് എന്താണെന്നും നിങ്ങൾക്ക് അറിയാത്തതിനാൽ ഏതൊരു സ്കീമിലെയും കുറഞ്ഞ ആസ്തി മാനേജ്മെന്റ് (എയുഎം) വളരെ അപകടകരമാണ്. അതിനാൽ, ഒരു ഫണ്ട് തിരഞ്ഞെടുക്കുമ്പോൾ, വിഭാഗത്തിന് ഏകദേശം തുല്യമായ AUM ഉള്ള ഒന്നിലേക്ക് പോകുന്നത് നല്ലതാണ്.

ഫണ്ട് പ്രായം

മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിന്, നിക്ഷേപകർ ഒരു നിശ്ചിത കാലയളവിൽ ഫണ്ടിന്റെ പ്രകടനത്തെക്കുറിച്ച് ന്യായമായ വിലയിരുത്തൽ നടത്തണം. കൂടാതെ, 4-5 വർഷങ്ങളിൽ സ്ഥിരമായി വരുമാനം നൽകുന്ന ഒരു സ്കീമിലേക്ക് പോകാൻ നിർദ്ദേശിക്കുന്നു.

മികച്ച മ്യൂച്വൽ ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

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തുടങ്ങി

മികച്ച ലംപ്‌സം ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ 2022 - 2023

ഏറ്റവും ഉയർന്ന റാങ്കുള്ള ഫണ്ടുകൾ ചുവടെയുണ്ട്ഇക്വിറ്റി വലിയ, ഇടത്തരം, ചെറുകിട, മൾട്ടി-ക്യാപ് ഫണ്ടുകൾ പോലെയുള്ള വിഭാഗം,ELSS മേഖലാ ഫണ്ടുകളും.

മികച്ച 5 ലംപ് സം ലാർജ് ക്യാപ് ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
IDBI India Top 100 Equity Fund Growth	₹44.16 ↑ 0.05	₹655	5,000	9.2	12.5	15.4	21.9	12.6
Invesco India Largecap Fund Growth	₹67.57 ↑ 0.67	₹1,722	5,000	0.4	-5.4	-3.2	13	11.5	5.5
ICICI Prudential Bluechip Fund Growth	₹104 ↑ 0.59	₹75,650	5,000	-5	-10.2	-5.7	12.6	12.3	11.3
Nippon India Large Cap Fund Growth	₹86.0471 ↑ 0.70	₹51,690	5,000	-4.4	-8.5	-5.5	12.6	14.1	9.2
Bandhan Large Cap Fund Growth	₹73.96 ↑ 0.49	₹2,007	5,000	-3.1	-7.6	-3.6	12	10.7	8.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 5 Funds showcased

Commentary	IDBI India Top 100 Equity Fund	Invesco India Largecap Fund	ICICI Prudential Bluechip Fund	Nippon India Large Cap Fund	Bandhan Large Cap Fund
Point 1	Bottom quartile AUM (₹655 Cr).	Bottom quartile AUM (₹1,722 Cr).	Highest AUM (₹75,650 Cr).	Upper mid AUM (₹51,690 Cr).	Lower mid AUM (₹2,007 Cr).
Point 2	Established history (14+ yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Oldest track record among peers (20 yrs).
Point 3	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Top rated.	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.61% (upper mid).	5Y return: 11.51% (bottom quartile).	5Y return: 12.33% (lower mid).	5Y return: 14.12% (top quartile).	5Y return: 10.72% (bottom quartile).
Point 6	3Y return: 21.88% (top quartile).	3Y return: 12.96% (upper mid).	3Y return: 12.59% (lower mid).	3Y return: 12.59% (bottom quartile).	3Y return: 12.02% (bottom quartile).
Point 7	1Y return: 15.39% (top quartile).	1Y return: -3.18% (upper mid).	1Y return: -5.66% (bottom quartile).	1Y return: -5.48% (bottom quartile).	1Y return: -3.60% (lower mid).
Point 8	Alpha: 2.11 (top quartile).	Alpha: 1.01 (bottom quartile).	Alpha: -1.90 (bottom quartile).	Alpha: 1.61 (upper mid).	Alpha: 1.34 (lower mid).
Point 9	Sharpe: 1.09 (top quartile).	Sharpe: -0.11 (bottom quartile).	Sharpe: -0.29 (bottom quartile).	Sharpe: -0.07 (upper mid).	Sharpe: -0.09 (lower mid).
Point 10	Information ratio: 0.14 (bottom quartile).	Information ratio: 0.75 (lower mid).	Information ratio: 0.86 (upper mid).	Information ratio: 1.16 (top quartile).	Information ratio: 0.66 (bottom quartile).

IDBI India Top 100 Equity Fund

Bottom quartile AUM (₹655 Cr).
Established history (14+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.61% (upper mid).
3Y return: 21.88% (top quartile).
1Y return: 15.39% (top quartile).
Alpha: 2.11 (top quartile).
Sharpe: 1.09 (top quartile).
Information ratio: 0.14 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,722 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.51% (bottom quartile).
3Y return: 12.96% (upper mid).
1Y return: -3.18% (upper mid).
Alpha: 1.01 (bottom quartile).
Sharpe: -0.11 (bottom quartile).
Information ratio: 0.75 (lower mid).

ICICI Prudential Bluechip Fund

Highest AUM (₹75,650 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.33% (lower mid).
3Y return: 12.59% (lower mid).
1Y return: -5.66% (bottom quartile).
Alpha: -1.90 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: 0.86 (upper mid).

Nippon India Large Cap Fund

Upper mid AUM (₹51,690 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.12% (top quartile).
3Y return: 12.59% (bottom quartile).
1Y return: -5.48% (bottom quartile).
Alpha: 1.61 (upper mid).
Sharpe: -0.07 (upper mid).
Information ratio: 1.16 (top quartile).

Bandhan Large Cap Fund

Lower mid AUM (₹2,007 Cr).
Oldest track record among peers (20 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.72% (bottom quartile).
3Y return: 12.02% (bottom quartile).
1Y return: -3.60% (lower mid).
Alpha: 1.34 (lower mid).
Sharpe: -0.09 (lower mid).
Information ratio: 0.66 (bottom quartile).

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മികച്ച 5 ലംപ് സം മിഡ് ക്യാപ് ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Motilal Oswal Midcap 30 Fund Growth	₹90.5224 ↑ 0.97	₹35,735	5,000	3.4	-10.9	-11.4	16.5	20.2	-12.1
Invesco India Mid Cap Fund Growth	₹183.59 ↑ 2.71	₹11,767	5,000	5	-0.4	2.6	23.3	19.1	6.3
Edelweiss Mid Cap Fund Growth	₹104.018 ↑ 1.13	₹15,911	5,000	2.2	0.6	2.2	22	18.4	3.8
Sundaram Mid Cap Fund Growth	₹1,423.24 ↑ 18.89	₹13,378	5,000	1.7	-0.6	2.2	21.2	17.6	4.1
ICICI Prudential MidCap Fund Growth	₹328.05 ↑ 3.62	₹7,557	5,000	3.6	6.5	8.4	23.4	17.6	11.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Invesco India Mid Cap Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	ICICI Prudential MidCap Fund
Point 1	Highest AUM (₹35,735 Cr).	Bottom quartile AUM (₹11,767 Cr).	Upper mid AUM (₹15,911 Cr).	Lower mid AUM (₹13,378 Cr).	Bottom quartile AUM (₹7,557 Cr).
Point 2	Established history (12+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (21+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 20.23% (top quartile).	5Y return: 19.13% (upper mid).	5Y return: 18.40% (lower mid).	5Y return: 17.65% (bottom quartile).	5Y return: 17.55% (bottom quartile).
Point 6	3Y return: 16.45% (bottom quartile).	3Y return: 23.30% (upper mid).	3Y return: 22.03% (lower mid).	3Y return: 21.23% (bottom quartile).	3Y return: 23.39% (top quartile).
Point 7	1Y return: -11.36% (bottom quartile).	1Y return: 2.58% (upper mid).	1Y return: 2.19% (bottom quartile).	1Y return: 2.22% (lower mid).	1Y return: 8.43% (top quartile).
Point 8	Alpha: -14.22 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: -0.24 (bottom quartile).	Alpha: 0.31 (upper mid).	Alpha: 11.02 (top quartile).
Point 9	Sharpe: -0.34 (bottom quartile).	Sharpe: 0.42 (upper mid).	Sharpe: 0.33 (bottom quartile).	Sharpe: 0.36 (lower mid).	Sharpe: 0.85 (top quartile).
Point 10	Information ratio: -0.21 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.31 (upper mid).	Information ratio: 0.26 (lower mid).	Information ratio: 0.64 (top quartile).

Motilal Oswal Midcap 30 Fund

Highest AUM (₹35,735 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.23% (top quartile).
3Y return: 16.45% (bottom quartile).
1Y return: -11.36% (bottom quartile).
Alpha: -14.22 (bottom quartile).
Sharpe: -0.34 (bottom quartile).
Information ratio: -0.21 (bottom quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹11,767 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.13% (upper mid).
3Y return: 23.30% (upper mid).
1Y return: 2.58% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.42 (upper mid).
Information ratio: 0.00 (bottom quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹15,911 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.40% (lower mid).
3Y return: 22.03% (lower mid).
1Y return: 2.19% (bottom quartile).
Alpha: -0.24 (bottom quartile).
Sharpe: 0.33 (bottom quartile).
Information ratio: 0.31 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,378 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.65% (bottom quartile).
3Y return: 21.23% (bottom quartile).
1Y return: 2.22% (lower mid).
Alpha: 0.31 (upper mid).
Sharpe: 0.36 (lower mid).
Information ratio: 0.26 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,557 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.55% (bottom quartile).
3Y return: 23.39% (top quartile).
1Y return: 8.43% (top quartile).
Alpha: 11.02 (top quartile).
Sharpe: 0.85 (top quartile).
Information ratio: 0.64 (top quartile).

മികച്ച 5 ലംപ് സം സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
DSP Small Cap Fund Growth	₹207.565 ↑ 2.41	₹17,906	1,000	9.7	7.3	4.1	18	17.1	-2.8
Franklin India Smaller Companies Fund Growth	₹169.562 ↑ 2.37	₹13,850	5,000	7.3	3.3	-3.8	15.8	16.9	-8.4
IDBI Small Cap Fund Growth	₹31.578 ↑ 0.42	₹660	5,000	12.3	9.7	4	16.4	16.7	-13.4
Sundaram Small Cap Fund Growth	₹274.414 ↑ 3.48	₹3,563	5,000	11.8	6.2	5.1	17.7	16.4	0.4
HDFC Small Cap Fund Growth	₹133.387 ↑ 1.83	₹38,168	5,000	2.1	-3.7	-4	13.1	15.8	-0.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Small Cap Fund	Franklin India Smaller Companies Fund	IDBI Small Cap Fund	Sundaram Small Cap Fund	HDFC Small Cap Fund
Point 1	Upper mid AUM (₹17,906 Cr).	Lower mid AUM (₹13,850 Cr).	Bottom quartile AUM (₹660 Cr).	Bottom quartile AUM (₹3,563 Cr).	Highest AUM (₹38,168 Cr).
Point 2	Established history (19+ yrs).	Established history (20+ yrs).	Established history (8+ yrs).	Oldest track record among peers (21 yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Not Rated.	Rating: 3★ (bottom quartile).	Rating: 4★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.13% (top quartile).	5Y return: 16.87% (upper mid).	5Y return: 16.66% (lower mid).	5Y return: 16.43% (bottom quartile).	5Y return: 15.79% (bottom quartile).
Point 6	3Y return: 17.98% (top quartile).	3Y return: 15.80% (bottom quartile).	3Y return: 16.38% (lower mid).	3Y return: 17.74% (upper mid).	3Y return: 13.10% (bottom quartile).
Point 7	1Y return: 4.08% (upper mid).	1Y return: -3.82% (bottom quartile).	1Y return: 4.00% (lower mid).	1Y return: 5.14% (top quartile).	1Y return: -4.00% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -1.42 (bottom quartile).	Alpha: 1.25 (upper mid).	Alpha: 5.65 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.60 (top quartile).	Sharpe: 0.19 (bottom quartile).	Sharpe: 0.30 (lower mid).	Sharpe: 0.48 (upper mid).	Sharpe: 0.16 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.47 (bottom quartile).	Information ratio: -0.45 (bottom quartile).	Information ratio: -0.23 (lower mid).	Information ratio: 0.00 (upper mid).

DSP Small Cap Fund

Upper mid AUM (₹17,906 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.13% (top quartile).
3Y return: 17.98% (top quartile).
1Y return: 4.08% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.60 (top quartile).
Information ratio: 0.00 (top quartile).

Franklin India Smaller Companies Fund

Lower mid AUM (₹13,850 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.87% (upper mid).
3Y return: 15.80% (bottom quartile).
1Y return: -3.82% (bottom quartile).
Alpha: -1.42 (bottom quartile).
Sharpe: 0.19 (bottom quartile).
Information ratio: -0.47 (bottom quartile).

IDBI Small Cap Fund

Bottom quartile AUM (₹660 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.66% (lower mid).
3Y return: 16.38% (lower mid).
1Y return: 4.00% (lower mid).
Alpha: 1.25 (upper mid).
Sharpe: 0.30 (lower mid).
Information ratio: -0.45 (bottom quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,563 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.43% (bottom quartile).
3Y return: 17.74% (upper mid).
1Y return: 5.14% (top quartile).
Alpha: 5.65 (top quartile).
Sharpe: 0.48 (upper mid).
Information ratio: -0.23 (lower mid).

HDFC Small Cap Fund

Highest AUM (₹38,168 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.79% (bottom quartile).
3Y return: 13.10% (bottom quartile).
1Y return: -4.00% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.16 (bottom quartile).
Information ratio: 0.00 (upper mid).

മികച്ച 5 ലംപ് സം ഡൈവേഴ്‌സിഫൈഡ്/മൾട്ടി ക്യാപ് ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ട്

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
IDBI Diversified Equity Fund Growth	₹37.99 ↑ 0.14	₹382	5,000	10.2	13.2	13.5	22.7	12
Aditya Birla Sun Life Manufacturing Equity Fund Growth	₹36 ↑ 0.31	₹1,158	1,000	7.1	9.4	12.6	20.3	13.4	3.5
Mahindra Badhat Yojana Growth	₹36.4817 ↑ 0.45	₹6,439	1,000	3.4	2.3	3.1	17.8	15.1	3.4
ICICI Prudential Multicap Fund Growth	₹820.63 ↑ 9.14	₹16,997	5,000	4.3	3.8	2.4	17.6	15.2	5.7
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	5,000	-4.6	-2.6	19.3	17.3	13.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 5 Funds showcased

Commentary	IDBI Diversified Equity Fund	Aditya Birla Sun Life Manufacturing Equity Fund	Mahindra Badhat Yojana	ICICI Prudential Multicap Fund	BNP Paribas Multi Cap Fund
Point 1	Bottom quartile AUM (₹382 Cr).	Lower mid AUM (₹1,158 Cr).	Upper mid AUM (₹6,439 Cr).	Highest AUM (₹16,997 Cr).	Bottom quartile AUM (₹588 Cr).
Point 2	Established history (12+ yrs).	Established history (11+ yrs).	Established history (9+ yrs).	Oldest track record among peers (31 yrs).	Established history (20+ yrs).
Point 3	Rating: 2★ (lower mid).	Not Rated.	Not Rated.	Rating: 3★ (upper mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.03% (bottom quartile).	5Y return: 13.44% (bottom quartile).	5Y return: 15.10% (upper mid).	5Y return: 15.19% (top quartile).	5Y return: 13.57% (lower mid).
Point 6	3Y return: 22.73% (top quartile).	3Y return: 20.26% (upper mid).	3Y return: 17.82% (lower mid).	3Y return: 17.60% (bottom quartile).	3Y return: 17.28% (bottom quartile).
Point 7	1Y return: 13.54% (upper mid).	1Y return: 12.62% (lower mid).	1Y return: 3.13% (bottom quartile).	1Y return: 2.42% (bottom quartile).	1Y return: 19.34% (top quartile).
Point 8	Alpha: -1.07 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 3.76 (top quartile).	Alpha: 1.73 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 1.01 (upper mid).	Sharpe: 0.76 (lower mid).	Sharpe: 0.30 (bottom quartile).	Sharpe: 0.19 (bottom quartile).	Sharpe: 2.86 (top quartile).
Point 10	Information ratio: -0.53 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.62 (upper mid).	Information ratio: 0.63 (top quartile).	Information ratio: 0.00 (bottom quartile).

IDBI Diversified Equity Fund

Bottom quartile AUM (₹382 Cr).
Established history (12+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.03% (bottom quartile).
3Y return: 22.73% (top quartile).
1Y return: 13.54% (upper mid).
Alpha: -1.07 (bottom quartile).
Sharpe: 1.01 (upper mid).
Information ratio: -0.53 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

Lower mid AUM (₹1,158 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 13.44% (bottom quartile).
3Y return: 20.26% (upper mid).
1Y return: 12.62% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.76 (lower mid).
Information ratio: 0.00 (lower mid).

Mahindra Badhat Yojana

Upper mid AUM (₹6,439 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.10% (upper mid).
3Y return: 17.82% (lower mid).
1Y return: 3.13% (bottom quartile).
Alpha: 3.76 (top quartile).
Sharpe: 0.30 (bottom quartile).
Information ratio: 0.62 (upper mid).

ICICI Prudential Multicap Fund

Highest AUM (₹16,997 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.19% (top quartile).
3Y return: 17.60% (bottom quartile).
1Y return: 2.42% (bottom quartile).
Alpha: 1.73 (upper mid).
Sharpe: 0.19 (bottom quartile).
Information ratio: 0.63 (top quartile).

BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.57% (lower mid).
3Y return: 17.28% (bottom quartile).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (bottom quartile).

മികച്ച 5 ലംപ് സം (ELSS) ഇക്വിറ്റി ലിങ്ക്ഡ് സേവിംഗ് സ്കീം

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Motilal Oswal Long Term Equity Fund Growth	₹54.0907 ↑ 0.97	₹4,659	500	11.5	7.3	1.2	21.8	17.1	-9.1
IDBI Equity Advantage Fund Growth	₹43.39 ↑ 0.04	₹485	500	9.7	15.1	16.9	20.8	10
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	500	1.2	15.4	35.5	20.6	17.4
SBI Magnum Tax Gain Fund Growth	₹420.069 ↑ 2.66	₹31,094	500	-2.8	-6.2	-4.4	17.3	15.7	6.6
Baroda Pioneer ELSS 96 Growth	₹68.6676 ↑ 0.33	₹210	500	-6.1	-3.5	17.6	16.7	11.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Motilal Oswal Long Term Equity Fund	IDBI Equity Advantage Fund	HDFC Long Term Advantage Fund	SBI Magnum Tax Gain Fund	Baroda Pioneer ELSS 96
Point 1	Upper mid AUM (₹4,659 Cr).	Bottom quartile AUM (₹485 Cr).	Lower mid AUM (₹1,318 Cr).	Highest AUM (₹31,094 Cr).	Bottom quartile AUM (₹210 Cr).
Point 2	Established history (11+ yrs).	Established history (12+ yrs).	Oldest track record among peers (25 yrs).	Established history (19+ yrs).	Established history (11+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.11% (upper mid).	5Y return: 9.97% (bottom quartile).	5Y return: 17.39% (top quartile).	5Y return: 15.73% (lower mid).	5Y return: 11.62% (bottom quartile).
Point 6	3Y return: 21.79% (top quartile).	3Y return: 20.84% (upper mid).	3Y return: 20.64% (lower mid).	3Y return: 17.25% (bottom quartile).	3Y return: 16.70% (bottom quartile).
Point 7	1Y return: 1.21% (bottom quartile).	1Y return: 16.92% (lower mid).	1Y return: 35.51% (top quartile).	1Y return: -4.39% (bottom quartile).	1Y return: 17.56% (upper mid).
Point 8	Alpha: 11.45 (top quartile).	Alpha: 1.78 (lower mid).	Alpha: 1.75 (bottom quartile).	Alpha: -1.51 (bottom quartile).	Alpha: 5.69 (upper mid).
Point 9	Sharpe: 0.48 (bottom quartile).	Sharpe: 1.21 (lower mid).	Sharpe: 2.27 (upper mid).	Sharpe: -0.11 (bottom quartile).	Sharpe: 2.51 (top quartile).
Point 10	Information ratio: 0.80 (upper mid).	Information ratio: -1.13 (bottom quartile).	Information ratio: -0.15 (bottom quartile).	Information ratio: 1.48 (top quartile).	Information ratio: -0.09 (lower mid).

Motilal Oswal Long Term Equity Fund

Upper mid AUM (₹4,659 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.11% (upper mid).
3Y return: 21.79% (top quartile).
1Y return: 1.21% (bottom quartile).
Alpha: 11.45 (top quartile).
Sharpe: 0.48 (bottom quartile).
Information ratio: 0.80 (upper mid).

IDBI Equity Advantage Fund

Bottom quartile AUM (₹485 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 9.97% (bottom quartile).
3Y return: 20.84% (upper mid).
1Y return: 16.92% (lower mid).
Alpha: 1.78 (lower mid).
Sharpe: 1.21 (lower mid).
Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

Lower mid AUM (₹1,318 Cr).
Oldest track record among peers (25 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (lower mid).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (bottom quartile).
Sharpe: 2.27 (upper mid).
Information ratio: -0.15 (bottom quartile).

SBI Magnum Tax Gain Fund

Highest AUM (₹31,094 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.73% (lower mid).
3Y return: 17.25% (bottom quartile).
1Y return: -4.39% (bottom quartile).
Alpha: -1.51 (bottom quartile).
Sharpe: -0.11 (bottom quartile).
Information ratio: 1.48 (top quartile).

Baroda Pioneer ELSS 96

Bottom quartile AUM (₹210 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 11.62% (bottom quartile).
3Y return: 16.70% (bottom quartile).
1Y return: 17.56% (upper mid).
Alpha: 5.69 (upper mid).
Sharpe: 2.51 (top quartile).
Information ratio: -0.09 (lower mid).

മികച്ച 5 ലംപ് സം സെക്ടർ ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
SBI PSU Fund Growth	₹34.6846 ↑ 0.19	₹6,669	5,000	-4.2	5.7	7.2	28.5	22.6	11.3
LIC MF Infrastructure Fund Growth	₹52.6958 ↑ 0.55	₹1,047	5,000	6.1	9.5	4.7	26.1	22.6	-3.7
UTI Healthcare Fund Growth	₹311.313 ↑ 3.50	₹1,144	5,000	9.8	8.4	10.1	25.8	13.8	-3.1
SBI Healthcare Opportunities Fund Growth	₹465.411 ↓ -0.13	₹4,323	5,000	8.6	10.2	10.4	24.7	15.4	-3.5
DSP India T.I.G.E.R Fund Growth	₹350.162 ↑ 2.21	₹5,789	1,000	8.4	13.6	11.6	24.6	22.7	-2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI PSU Fund	LIC MF Infrastructure Fund	UTI Healthcare Fund	SBI Healthcare Opportunities Fund	DSP India T.I.G.E.R Fund
Point 1	Highest AUM (₹6,669 Cr).	Bottom quartile AUM (₹1,047 Cr).	Bottom quartile AUM (₹1,144 Cr).	Lower mid AUM (₹4,323 Cr).	Upper mid AUM (₹5,789 Cr).
Point 2	Established history (15+ yrs).	Established history (18+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (22+ yrs).
Point 3	Rating: 2★ (upper mid).	Not Rated.	Rating: 1★ (bottom quartile).	Rating: 2★ (lower mid).	Top rated.
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 22.62% (upper mid).	5Y return: 22.55% (lower mid).	5Y return: 13.76% (bottom quartile).	5Y return: 15.40% (bottom quartile).	5Y return: 22.72% (top quartile).
Point 6	3Y return: 28.51% (top quartile).	3Y return: 26.13% (upper mid).	3Y return: 25.81% (lower mid).	3Y return: 24.69% (bottom quartile).	3Y return: 24.63% (bottom quartile).
Point 7	1Y return: 7.19% (bottom quartile).	1Y return: 4.66% (bottom quartile).	1Y return: 10.05% (lower mid).	1Y return: 10.36% (upper mid).	1Y return: 11.61% (top quartile).
Point 8	Alpha: -2.06 (bottom quartile).	Alpha: 10.33 (top quartile).	Alpha: 1.95 (upper mid).	Alpha: -1.64 (bottom quartile).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: 0.58 (lower mid).	Sharpe: 0.59 (upper mid).	Sharpe: 0.24 (bottom quartile).	Sharpe: -0.03 (bottom quartile).	Sharpe: 0.68 (top quartile).
Point 10	Information ratio: -0.34 (bottom quartile).	Information ratio: 0.50 (top quartile).	Information ratio: -0.12 (lower mid).	Information ratio: -0.12 (bottom quartile).	Information ratio: 0.00 (upper mid).

SBI PSU Fund

Highest AUM (₹6,669 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 22.62% (upper mid).
3Y return: 28.51% (top quartile).
1Y return: 7.19% (bottom quartile).
Alpha: -2.06 (bottom quartile).
Sharpe: 0.58 (lower mid).
Information ratio: -0.34 (bottom quartile).

LIC MF Infrastructure Fund

Bottom quartile AUM (₹1,047 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 22.55% (lower mid).
3Y return: 26.13% (upper mid).
1Y return: 4.66% (bottom quartile).
Alpha: 10.33 (top quartile).
Sharpe: 0.59 (upper mid).
Information ratio: 0.50 (top quartile).

UTI Healthcare Fund

Bottom quartile AUM (₹1,144 Cr).
Oldest track record among peers (26 yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 13.76% (bottom quartile).
3Y return: 25.81% (lower mid).
1Y return: 10.05% (lower mid).
Alpha: 1.95 (upper mid).
Sharpe: 0.24 (bottom quartile).
Information ratio: -0.12 (lower mid).

SBI Healthcare Opportunities Fund

Lower mid AUM (₹4,323 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 15.40% (bottom quartile).
3Y return: 24.69% (bottom quartile).
1Y return: 10.36% (upper mid).
Alpha: -1.64 (bottom quartile).
Sharpe: -0.03 (bottom quartile).
Information ratio: -0.12 (bottom quartile).

DSP India T.I.G.E.R Fund

Upper mid AUM (₹5,789 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: High.
5Y return: 22.72% (top quartile).
3Y return: 24.63% (bottom quartile).
1Y return: 11.61% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.68 (top quartile).
Information ratio: 0.00 (upper mid).

മികച്ച ലംപ്‌സം ഡെറ്റ് ഫണ്ടുകൾ 2022 - 2023

ലിക്വിഡ്, അൾട്രാ ഷോർട്ട്, ഷോർട്ട് ടേം, ഗിൽറ്റ്, ക്രെഡിറ്റ് റിസ്ക്, കോർപ്പറേറ്റ് തുടങ്ങിയ ഡെറ്റ് വിഭാഗത്തിൽ നിന്നുള്ള ഏറ്റവും മികച്ച റാങ്കുള്ള ഫണ്ടുകൾ ചുവടെയുണ്ട്.ഡെറ്റ് ഫണ്ട്.

മികച്ച 5 ലംപ് സം അൾട്രാ ഷോർട്ട് ടേം ഡെറ്റ് മ്യൂച്വൽ ഫണ്ടുകൾ

അൾട്രാഹ്രസ്വകാല ഫണ്ടുകൾ 6 മുതൽ 12 മാസം വരെ കാലാവധിയുള്ള ഹ്രസ്വകാല ഡെറ്റ് ഉപകരണങ്ങളിൽ കോർപ്പസ് നിക്ഷേപിക്കുന്നതിനാൽ കുറഞ്ഞ റിസ്ക് സ്ഥിരമായ റിട്ടേണുകളുള്ള 6-12 മാസ കാലയളവിലെ നല്ല നിക്ഷേപമാണ്.

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2025 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Aditya Birla Sun Life Savings Fund Growth	₹580.777 ↑ 0.65	₹19,985	1,000	1.5	2.8	6	7.2	7.4	7.45%	5M 26D	7M 2D
ICICI Prudential Ultra Short Term Fund Growth	₹29.3069 ↑ 0.03	₹15,929	5,000	1.5	2.8	5.9	6.9	7.1	7.73%	5M 16D	6M 29D
SBI Magnum Ultra Short Duration Fund Growth	₹6,314.95 ↑ 6.05	₹12,553	5,000	1.5	2.8	5.8	6.9	7	7.51%	5M 16D	10M 2D
Nippon India Ultra Short Duration Fund Growth	₹4,257.67 ↑ 3.84	₹11,083	100	1.5	2.8	5.8	6.7	6.8	7.97%	5M 26D	8M 14D
Invesco India Ultra Short Term Fund Growth	₹2,847.33 ↑ 2.46	₹1,073	5,000	1.5	2.8	5.7	6.8	6.8	7.66%	5M 24D	6M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Savings Fund	ICICI Prudential Ultra Short Term Fund	SBI Magnum Ultra Short Duration Fund	Nippon India Ultra Short Duration Fund	Invesco India Ultra Short Term Fund
Point 1	Highest AUM (₹19,985 Cr).	Upper mid AUM (₹15,929 Cr).	Lower mid AUM (₹12,553 Cr).	Bottom quartile AUM (₹11,083 Cr).	Bottom quartile AUM (₹1,073 Cr).
Point 2	Established history (23+ yrs).	Established history (15+ yrs).	Oldest track record among peers (27 yrs).	Established history (24+ yrs).	Established history (15+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Low.	Risk profile: Low.	Risk profile: Moderate.
Point 5	1Y return: 6.03% (top quartile).	1Y return: 5.91% (upper mid).	1Y return: 5.82% (lower mid).	1Y return: 5.81% (bottom quartile).	1Y return: 5.73% (bottom quartile).
Point 6	1M return: 0.45% (top quartile).	1M return: 0.43% (lower mid).	1M return: 0.40% (bottom quartile).	1M return: 0.44% (upper mid).	1M return: 0.41% (bottom quartile).
Point 7	Sharpe: 1.75 (top quartile).	Sharpe: 1.75 (upper mid).	Sharpe: 1.67 (lower mid).	Sharpe: 1.37 (bottom quartile).	Sharpe: 0.98 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.45% (bottom quartile).	Yield to maturity (debt): 7.73% (upper mid).	Yield to maturity (debt): 7.51% (bottom quartile).	Yield to maturity (debt): 7.97% (top quartile).	Yield to maturity (debt): 7.66% (lower mid).
Point 10	Modified duration: 0.49 yrs (bottom quartile).	Modified duration: 0.46 yrs (top quartile).	Modified duration: 0.46 yrs (upper mid).	Modified duration: 0.49 yrs (bottom quartile).	Modified duration: 0.48 yrs (lower mid).

Aditya Birla Sun Life Savings Fund

Highest AUM (₹19,985 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 6.03% (top quartile).
1M return: 0.45% (top quartile).
Sharpe: 1.75 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.45% (bottom quartile).
Modified duration: 0.49 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

Upper mid AUM (₹15,929 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
1Y return: 5.91% (upper mid).
1M return: 0.43% (lower mid).
Sharpe: 1.75 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.73% (upper mid).
Modified duration: 0.46 yrs (top quartile).

SBI Magnum Ultra Short Duration Fund

Lower mid AUM (₹12,553 Cr).
Oldest track record among peers (27 yrs).
Rating: 3★ (lower mid).
Risk profile: Low.
1Y return: 5.82% (lower mid).
1M return: 0.40% (bottom quartile).
Sharpe: 1.67 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.51% (bottom quartile).
Modified duration: 0.46 yrs (upper mid).

Nippon India Ultra Short Duration Fund

Bottom quartile AUM (₹11,083 Cr).
Established history (24+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 5.81% (bottom quartile).
1M return: 0.44% (upper mid).
Sharpe: 1.37 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.97% (top quartile).
Modified duration: 0.49 yrs (bottom quartile).

Invesco India Ultra Short Term Fund

Bottom quartile AUM (₹1,073 Cr).
Established history (15+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 5.73% (bottom quartile).
1M return: 0.41% (bottom quartile).
Sharpe: 0.98 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.66% (lower mid).
Modified duration: 0.48 yrs (lower mid).

മികച്ച 5 ലംപ് സം ഷോർട്ട് ടേം ഡെറ്റ് മ്യൂച്വൽ ഫണ്ടുകൾ

1 മുതൽ 3 വർഷം വരെ കാലാവധിയുള്ള ഡെറ്റ് ഇൻസ്ട്രുമെന്റുകളിൽ കോർപ്പസ് നിക്ഷേപിക്കുന്നതിനാൽ, കുറഞ്ഞ റിസ്ക് സ്ഥിരതയുള്ള വരുമാനമുള്ള 1-2 വർഷത്തെ നല്ല നിക്ഷേപമാണ് ഹ്രസ്വകാല ഫണ്ടുകൾ.

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2025 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Sundaram Short Term Debt Fund Growth	₹36.3802 ↑ 0.01	₹362	5,000	0.8	11.4	12.8	5.3		4.52%	1Y 2M 13D	1Y 7M 3D
ICICI Prudential Short Term Fund Growth	₹63.4594 ↑ 0.16	₹21,450	5,000	1.1	2	4.9	7.2	8	7.89%	2Y 4M 24D	3Y 11M 8D
Axis Short Term Fund Growth	₹32.581 ↑ 0.08	₹8,955	5,000	1.1	2	4.6	7.1	8.1	7.67%	2Y 3M	3Y
BNP Paribas Short Term Fund Growth	₹25.4771 ↓ -0.01	₹258	5,000	0.6	1.3	4.6	6.5		5.16%	1Y 11M 26D	2Y 3M
HDFC Short Term Debt Fund Growth	₹33.7139 ↑ 0.09	₹15,463	5,000	1	1.9	4.5	7.2	7.8	7.85%	2Y 4M 17D	3Y 5M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Short Term Debt Fund	ICICI Prudential Short Term Fund	Axis Short Term Fund	BNP Paribas Short Term Fund	HDFC Short Term Debt Fund
Point 1	Bottom quartile AUM (₹362 Cr).	Highest AUM (₹21,450 Cr).	Lower mid AUM (₹8,955 Cr).	Bottom quartile AUM (₹258 Cr).	Upper mid AUM (₹15,463 Cr).
Point 2	Established history (23+ yrs).	Oldest track record among peers (24 yrs).	Established history (16+ yrs).	Established history (21+ yrs).	Established history (15+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	1Y return: 12.83% (top quartile).	1Y return: 4.91% (upper mid).	1Y return: 4.65% (lower mid).	1Y return: 4.59% (bottom quartile).	1Y return: 4.54% (bottom quartile).
Point 6	1M return: 0.20% (bottom quartile).	1M return: 0.43% (lower mid).	1M return: 0.48% (upper mid).	1M return: 0.16% (bottom quartile).	1M return: 0.53% (top quartile).
Point 7	Sharpe: 0.98 (top quartile).	Sharpe: -0.17 (lower mid).	Sharpe: -0.26 (bottom quartile).	Sharpe: 0.07 (upper mid).	Sharpe: -0.38 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.85 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 4.52% (bottom quartile).	Yield to maturity (debt): 7.89% (top quartile).	Yield to maturity (debt): 7.67% (lower mid).	Yield to maturity (debt): 5.16% (bottom quartile).	Yield to maturity (debt): 7.85% (upper mid).
Point 10	Modified duration: 1.20 yrs (top quartile).	Modified duration: 2.40 yrs (bottom quartile).	Modified duration: 2.25 yrs (lower mid).	Modified duration: 1.99 yrs (upper mid).	Modified duration: 2.38 yrs (bottom quartile).

Sundaram Short Term Debt Fund

Bottom quartile AUM (₹362 Cr).
Established history (23+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 12.83% (top quartile).
1M return: 0.20% (bottom quartile).
Sharpe: 0.98 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 4.52% (bottom quartile).
Modified duration: 1.20 yrs (top quartile).

ICICI Prudential Short Term Fund

Highest AUM (₹21,450 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
1Y return: 4.91% (upper mid).
1M return: 0.43% (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.89% (top quartile).
Modified duration: 2.40 yrs (bottom quartile).

Axis Short Term Fund

Lower mid AUM (₹8,955 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately Low.
1Y return: 4.65% (lower mid).
1M return: 0.48% (upper mid).
Sharpe: -0.26 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.67% (lower mid).
Modified duration: 2.25 yrs (lower mid).

BNP Paribas Short Term Fund

Bottom quartile AUM (₹258 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 4.59% (bottom quartile).
1M return: 0.16% (bottom quartile).
Sharpe: 0.07 (upper mid).
Information ratio: -0.85 (bottom quartile).
Yield to maturity (debt): 5.16% (bottom quartile).
Modified duration: 1.99 yrs (upper mid).

HDFC Short Term Debt Fund

Upper mid AUM (₹15,463 Cr).
Established history (15+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 4.54% (bottom quartile).
1M return: 0.53% (top quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.85% (upper mid).
Modified duration: 2.38 yrs (bottom quartile).

മികച്ച 5 ലംപ് സം ലിക്വിഡ് മ്യൂച്വൽ ഫണ്ടുകൾ

ലിക്വിഡ് ഫണ്ടുകൾ കോർപ്പസ് നിക്ഷേപിക്കുമ്പോൾ കുറഞ്ഞ റിസ്ക് സ്ഥിരതയുള്ള വരുമാനമുള്ള ഒരു ദിവസം മുതൽ 90 ദിവസം വരെയുള്ള നല്ല നിക്ഷേപമാണ്.പണ വിപണി ഒരു ആഴ്‌ച മുതൽ 3 മാസം വരെ കാലാവധിയുള്ള ഡെറ്റ് ഇൻസ്ട്രുമെന്റുകൾ.

Fund	NAV	Net Assets (Cr)	Min Investment	1 MO (%)	3 MO (%)	6 MO (%)	1 YR (%)	2025 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Axis Liquid Fund Growth	₹3,078.01 ↑ 1.13	₹51,160	500	0.5	1.7	3.2	6.2	6.6	6.23%	1M 5D	1M 5D
Edelweiss Liquid Fund Growth	₹3,534.97 ↑ 1.39	₹15,091	5,000	0.5	1.7	3.2	6.2	6.5	7.42%	2M 8D	2M 8D
DSP Liquidity Fund Growth	₹3,945.84 ↑ 1.59	₹22,480	1,000	0.5	1.7	3.2	6.2	6.5	7.48%	1M 28D	2M 1D
UTI Liquid Cash Plan Growth	₹4,534.08 ↑ 1.73	₹31,184	500	0.5	1.7	3.2	6.2	6.5	7.55%	2M 6D	2M 6D
Aditya Birla Sun Life Liquid Fund Growth	₹445.277 ↑ 0.17	₹56,604	5,000	0.5	1.7	3.2	6.1	6.5	7.73%	2M 5D	2M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Axis Liquid Fund	Edelweiss Liquid Fund	DSP Liquidity Fund	UTI Liquid Cash Plan	Aditya Birla Sun Life Liquid Fund
Point 1	Upper mid AUM (₹51,160 Cr).	Bottom quartile AUM (₹15,091 Cr).	Bottom quartile AUM (₹22,480 Cr).	Lower mid AUM (₹31,184 Cr).	Highest AUM (₹56,604 Cr).
Point 2	Established history (16+ yrs).	Established history (18+ yrs).	Established history (20+ yrs).	Oldest track record among peers (22 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.
Point 5	1Y return: 6.18% (top quartile).	1Y return: 6.17% (upper mid).	1Y return: 6.16% (lower mid).	1Y return: 6.16% (bottom quartile).	1Y return: 6.14% (bottom quartile).
Point 6	1M return: 0.53% (lower mid).	1M return: 0.53% (top quartile).	1M return: 0.52% (bottom quartile).	1M return: 0.53% (upper mid).	1M return: 0.52% (bottom quartile).
Point 7	Sharpe: 2.32 (upper mid).	Sharpe: 2.28 (bottom quartile).	Sharpe: 2.38 (top quartile).	Sharpe: 2.31 (lower mid).	Sharpe: 2.18 (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): 6.23% (bottom quartile).	Yield to maturity (debt): 7.42% (bottom quartile).	Yield to maturity (debt): 7.48% (lower mid).	Yield to maturity (debt): 7.55% (upper mid).	Yield to maturity (debt): 7.73% (top quartile).
Point 10	Modified duration: 0.10 yrs (top quartile).	Modified duration: 0.19 yrs (bottom quartile).	Modified duration: 0.16 yrs (upper mid).	Modified duration: 0.18 yrs (bottom quartile).	Modified duration: 0.18 yrs (lower mid).

Axis Liquid Fund

Upper mid AUM (₹51,160 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Low.
1Y return: 6.18% (top quartile).
1M return: 0.53% (lower mid).
Sharpe: 2.32 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.23% (bottom quartile).
Modified duration: 0.10 yrs (top quartile).

Edelweiss Liquid Fund

Bottom quartile AUM (₹15,091 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 6.17% (upper mid).
1M return: 0.53% (top quartile).
Sharpe: 2.28 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.42% (bottom quartile).
Modified duration: 0.19 yrs (bottom quartile).

DSP Liquidity Fund

Bottom quartile AUM (₹22,480 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Low.
1Y return: 6.16% (lower mid).
1M return: 0.52% (bottom quartile).
Sharpe: 2.38 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.48% (lower mid).
Modified duration: 0.16 yrs (upper mid).

UTI Liquid Cash Plan

Lower mid AUM (₹31,184 Cr).
Oldest track record among peers (22 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Low.
1Y return: 6.16% (bottom quartile).
1M return: 0.53% (upper mid).
Sharpe: 2.31 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.55% (upper mid).
Modified duration: 0.18 yrs (bottom quartile).

Aditya Birla Sun Life Liquid Fund

Highest AUM (₹56,604 Cr).
Established history (22+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.14% (bottom quartile).
1M return: 0.52% (bottom quartile).
Sharpe: 2.18 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.73% (top quartile).
Modified duration: 0.18 yrs (lower mid).

മികച്ച 5 ലംപ് സം GILT മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2025 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Bandhan Government Securities Fund - Investment Plan Growth	₹36.7814 ↑ 0.18	₹1,947	5,000	2.5	3.3	3	6.7	3.7	7.44%	7Y 5M 16D	19Y 6M
ICICI Prudential Gilt Fund Growth	₹106.034 ↑ 0.47	₹9,062	5,000	0.2	1.2	2.1	6.6	6.8	7.59%	8Y 4M 20D	20Y 7D
Axis Gilt Fund Growth	₹26.2355 ↑ 0.11	₹438	5,000	0.5	1.5	1.4	6.5	5.2	7.25%	8Y 1M 13D	19Y 9M 11D
UTI Gilt Fund Growth	₹65.1358 ↑ 0.11	₹548	5,000	1.4	2.5	2.6	6.5	5.1	6.52%	4Y 5M 5D	11Y 6M 22D
SBI Magnum Gilt Fund Growth	₹67.543 ↑ 0.22	₹9,047	5,000	0.4	1.3	1	6	4.5	6.91%	5Y 2M 26D	11Y 11M 19D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Bandhan Government Securities Fund - Investment Plan	ICICI Prudential Gilt Fund	Axis Gilt Fund	UTI Gilt Fund	SBI Magnum Gilt Fund
Point 1	Lower mid AUM (₹1,947 Cr).	Highest AUM (₹9,062 Cr).	Bottom quartile AUM (₹438 Cr).	Bottom quartile AUM (₹548 Cr).	Upper mid AUM (₹9,047 Cr).
Point 2	Established history (17+ yrs).	Oldest track record among peers (26 yrs).	Established history (14+ yrs).	Established history (24+ yrs).	Established history (25+ yrs).
Point 3	Rating: 3★ (bottom quartile).	Top rated.	Rating: 1★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 3.03% (top quartile).	1Y return: 2.05% (lower mid).	1Y return: 1.36% (bottom quartile).	1Y return: 2.61% (upper mid).	1Y return: 1.01% (bottom quartile).
Point 6	1M return: 0.99% (top quartile).	1M return: 0.28% (bottom quartile).	1M return: 0.40% (lower mid).	1M return: 0.21% (bottom quartile).	1M return: 0.52% (upper mid).
Point 7	Sharpe: -1.15 (lower mid).	Sharpe: -1.04 (upper mid).	Sharpe: -1.36 (bottom quartile).	Sharpe: -0.84 (top quartile).	Sharpe: -1.56 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.44% (upper mid).	Yield to maturity (debt): 7.59% (top quartile).	Yield to maturity (debt): 7.25% (lower mid).	Yield to maturity (debt): 6.52% (bottom quartile).	Yield to maturity (debt): 6.91% (bottom quartile).
Point 10	Modified duration: 7.46 yrs (lower mid).	Modified duration: 8.39 yrs (bottom quartile).	Modified duration: 8.12 yrs (bottom quartile).	Modified duration: 4.43 yrs (top quartile).	Modified duration: 5.24 yrs (upper mid).

Bandhan Government Securities Fund - Investment Plan

Lower mid AUM (₹1,947 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 3.03% (top quartile).
1M return: 0.99% (top quartile).
Sharpe: -1.15 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.44% (upper mid).
Modified duration: 7.46 yrs (lower mid).

ICICI Prudential Gilt Fund

Highest AUM (₹9,062 Cr).
Oldest track record among peers (26 yrs).
Top rated.
Risk profile: Moderate.
1Y return: 2.05% (lower mid).
1M return: 0.28% (bottom quartile).
Sharpe: -1.04 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.59% (top quartile).
Modified duration: 8.39 yrs (bottom quartile).

Axis Gilt Fund

Bottom quartile AUM (₹438 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderate.
1Y return: 1.36% (bottom quartile).
1M return: 0.40% (lower mid).
Sharpe: -1.36 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.25% (lower mid).
Modified duration: 8.12 yrs (bottom quartile).

UTI Gilt Fund

Bottom quartile AUM (₹548 Cr).
Established history (24+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 2.61% (upper mid).
1M return: 0.21% (bottom quartile).
Sharpe: -0.84 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.52% (bottom quartile).
Modified duration: 4.43 yrs (top quartile).

SBI Magnum Gilt Fund

Upper mid AUM (₹9,047 Cr).
Established history (25+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 1.01% (bottom quartile).
1M return: 0.52% (upper mid).
Sharpe: -1.56 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.91% (bottom quartile).
Modified duration: 5.24 yrs (upper mid).

മികച്ച 5 ലംപ് സം കോർപ്പറേറ്റ് ബോണ്ട് മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2025 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Franklin India Corporate Debt Fund Growth	₹105.066 ↑ 0.14	₹1,283	10,000	1.1	2.3	5	7.3	9.1	7.79%	3Y 1M 24D	5Y 4M 17D
ICICI Prudential Corporate Bond Fund Growth	₹31.4685 ↑ 0.09	₹32,682	5,000	1	2	4.8	7.3	8	7.75%	2Y 11M 19D	5Y 2M 12D
BNP Paribas Corporate Bond Fund Growth	₹28.9707 ↑ 0.07	₹242	5,000	1.2	1.9	4.3	7.1	8.3	7.44%	2Y 25D	2Y 8M 12D
Nippon India Prime Debt Fund Growth	₹62.8696 ↑ 0.17	₹8,246	1,000	0.9	1.5	3.7	7	7.8	7.66%	2Y 6M 4D	3Y 22D
Kotak Corporate Bond Fund Standard Growth	₹3,956.7 ↑ 10.38	₹16,877	5,000	0.8	1.5	3.9	7	7.8	7.74%	2Y 8M 26D	3Y 10M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin India Corporate Debt Fund	ICICI Prudential Corporate Bond Fund	BNP Paribas Corporate Bond Fund	Nippon India Prime Debt Fund	Kotak Corporate Bond Fund Standard
Point 1	Bottom quartile AUM (₹1,283 Cr).	Highest AUM (₹32,682 Cr).	Bottom quartile AUM (₹242 Cr).	Lower mid AUM (₹8,246 Cr).	Upper mid AUM (₹16,877 Cr).
Point 2	Oldest track record among peers (28 yrs).	Established history (16+ yrs).	Established history (17+ yrs).	Established history (25+ yrs).	Established history (18+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).
Point 4	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	1Y return: 4.95% (top quartile).	1Y return: 4.82% (upper mid).	1Y return: 4.30% (lower mid).	1Y return: 3.73% (bottom quartile).	1Y return: 3.89% (bottom quartile).
Point 6	1M return: 0.44% (bottom quartile).	1M return: 0.51% (lower mid).	1M return: 0.69% (top quartile).	1M return: 0.52% (upper mid).	1M return: 0.48% (bottom quartile).
Point 7	Sharpe: 0.09 (top quartile).	Sharpe: -0.28 (upper mid).	Sharpe: -0.38 (lower mid).	Sharpe: -0.72 (bottom quartile).	Sharpe: -0.66 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.79% (top quartile).	Yield to maturity (debt): 7.75% (upper mid).	Yield to maturity (debt): 7.44% (bottom quartile).	Yield to maturity (debt): 7.66% (bottom quartile).	Yield to maturity (debt): 7.74% (lower mid).
Point 10	Modified duration: 3.15 yrs (bottom quartile).	Modified duration: 2.97 yrs (bottom quartile).	Modified duration: 2.07 yrs (top quartile).	Modified duration: 2.51 yrs (upper mid).	Modified duration: 2.74 yrs (lower mid).

Franklin India Corporate Debt Fund

Bottom quartile AUM (₹1,283 Cr).
Oldest track record among peers (28 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderate.
1Y return: 4.95% (top quartile).
1M return: 0.44% (bottom quartile).
Sharpe: 0.09 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.79% (top quartile).
Modified duration: 3.15 yrs (bottom quartile).

ICICI Prudential Corporate Bond Fund

Highest AUM (₹32,682 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 4.82% (upper mid).
1M return: 0.51% (lower mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.75% (upper mid).
Modified duration: 2.97 yrs (bottom quartile).

BNP Paribas Corporate Bond Fund

Bottom quartile AUM (₹242 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 4.30% (lower mid).
1M return: 0.69% (top quartile).
Sharpe: -0.38 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.44% (bottom quartile).
Modified duration: 2.07 yrs (top quartile).

Nippon India Prime Debt Fund

Lower mid AUM (₹8,246 Cr).
Established history (25+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 3.73% (bottom quartile).
1M return: 0.52% (upper mid).
Sharpe: -0.72 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.66% (bottom quartile).
Modified duration: 2.51 yrs (upper mid).

Kotak Corporate Bond Fund Standard

Upper mid AUM (₹16,877 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 3.89% (bottom quartile).
1M return: 0.48% (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.74% (lower mid).
Modified duration: 2.74 yrs (lower mid).

മികച്ച 5 ലംപ് സം ക്രെഡിറ്റ് റിസ്ക് മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2025 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
DSP Credit Risk Fund Growth	₹54.3149 ↑ 0.09	₹242	1,000	6.9	6.9	9.3	15.8	21	8.23%	2Y 29D	2Y 9M 22D
Aditya Birla Sun Life Credit Risk Fund Growth	₹24.8608 ↑ 0.06	₹1,353	1,000	1.8	6.6	11.1	11.8	13.4	8.59%	2Y 14D	2Y 8M 19D
Franklin India Credit Risk Fund Growth	₹25.3348 ↑ 0.04	₹104	5,000	2.9	5	7.5	11		0%
BOI AXA Credit Risk Fund Growth	₹14.2148 ↑ 0.00	₹105	5,000	7	13.4	16.7	9.6	6.5	5.76%	5M 16D	7M 6D
Invesco India Credit Risk Fund Growth	₹2,051.98 ↑ 4.97	₹159	5,000	2.4	3.3	5.6	8.2	9.2	7.81%	1Y 9M 29D	2Y 3M 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Credit Risk Fund	Aditya Birla Sun Life Credit Risk Fund	Franklin India Credit Risk Fund	BOI AXA Credit Risk Fund	Invesco India Credit Risk Fund
Point 1	Upper mid AUM (₹242 Cr).	Highest AUM (₹1,353 Cr).	Bottom quartile AUM (₹104 Cr).	Bottom quartile AUM (₹105 Cr).	Lower mid AUM (₹159 Cr).
Point 2	Oldest track record among peers (23 yrs).	Established history (11+ yrs).	Established history (14+ yrs).	Established history (11+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Not Rated.	Rating: 1★ (lower mid).	Not Rated.	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 9.26% (lower mid).	1Y return: 11.14% (upper mid).	1Y return: 7.45% (bottom quartile).	1Y return: 16.66% (top quartile).	1Y return: 5.65% (bottom quartile).
Point 6	1M return: 1.18% (top quartile).	1M return: 0.56% (lower mid).	1M return: 0.91% (upper mid).	1M return: 0.44% (bottom quartile).	1M return: 0.54% (bottom quartile).
Point 7	Sharpe: 0.64 (lower mid).	Sharpe: 1.88 (top quartile).	Sharpe: 0.29 (bottom quartile).	Sharpe: 1.53 (upper mid).	Sharpe: 0.16 (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): 8.23% (upper mid).	Yield to maturity (debt): 8.59% (top quartile).	Yield to maturity (debt): 0.00% (bottom quartile).	Yield to maturity (debt): 5.76% (bottom quartile).	Yield to maturity (debt): 7.81% (lower mid).
Point 10	Modified duration: 2.08 yrs (bottom quartile).	Modified duration: 2.04 yrs (bottom quartile).	Modified duration: 0.00 yrs (top quartile).	Modified duration: 0.46 yrs (upper mid).	Modified duration: 1.83 yrs (lower mid).

DSP Credit Risk Fund

Upper mid AUM (₹242 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderate.
1Y return: 9.26% (lower mid).
1M return: 1.18% (top quartile).
Sharpe: 0.64 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.23% (upper mid).
Modified duration: 2.08 yrs (bottom quartile).

Aditya Birla Sun Life Credit Risk Fund

Highest AUM (₹1,353 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderate.
1Y return: 11.14% (upper mid).
1M return: 0.56% (lower mid).
Sharpe: 1.88 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 8.59% (top quartile).
Modified duration: 2.04 yrs (bottom quartile).

Franklin India Credit Risk Fund

Bottom quartile AUM (₹104 Cr).
Established history (14+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderate.
1Y return: 7.45% (bottom quartile).
1M return: 0.91% (upper mid).
Sharpe: 0.29 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 0.00% (bottom quartile).
Modified duration: 0.00 yrs (top quartile).

BOI AXA Credit Risk Fund

Bottom quartile AUM (₹105 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderate.
1Y return: 16.66% (top quartile).
1M return: 0.44% (bottom quartile).
Sharpe: 1.53 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 5.76% (bottom quartile).
Modified duration: 0.46 yrs (upper mid).

Invesco India Credit Risk Fund

Lower mid AUM (₹159 Cr).
Established history (11+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 5.65% (bottom quartile).
1M return: 0.54% (bottom quartile).
Sharpe: 0.16 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.81% (lower mid).
Modified duration: 1.83 yrs (lower mid).

മികച്ച ലംപ്‌സം ഹൈബ്രിഡ് ഫണ്ടുകൾ 2022 - 2023

വ്യത്യസ്ത വിഭാഗങ്ങളിൽ നിന്നുള്ള ഏറ്റവും ഉയർന്ന റാങ്കുള്ള ഫണ്ടുകൾ ചുവടെയുണ്ട്. അഗ്രസീവ്, കൺസർവേറ്റീവ്, ആർബിട്രേജ്, ഡൈനാമിക് അലോക്കേഷൻ, മൾട്ടി അസറ്റ്, ഇക്വിറ്റി സേവിംഗ്സ്, സൊല്യൂഷൻ ഓറിയന്റഡ്ഹൈബ്രിഡ് സ്കീമുകൾ.

മികച്ച 5 ലംപ് സം ബാലൻസ്ഡ് മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹40.39 ↑ 0.52	₹1,482	5,000	6.5	7.3	3.2	18.2	15.2	-0.9
SBI Multi Asset Allocation Fund Growth	₹65.8586 ↑ 0.38	₹17,666	5,000	-0.8	2.3	11.5	16.4	12.9	18.6
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	5,000	0.5	10.5	27.1	16	14.2
ICICI Prudential Multi-Asset Fund Growth	₹785.059 ↓ -8.04	₹83,547	5,000	-2.4	-2.9	4	15.8	16.5	18.6
UTI Multi Asset Fund Growth	₹77.0497 ↑ 0.54	₹6,865	5,000	-1.7	-2.7	3.6	15.7	13	11.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	SBI Multi Asset Allocation Fund	Sundaram Equity Hybrid Fund	ICICI Prudential Multi-Asset Fund	UTI Multi Asset Fund
Point 1	Bottom quartile AUM (₹1,482 Cr).	Upper mid AUM (₹17,666 Cr).	Bottom quartile AUM (₹1,954 Cr).	Highest AUM (₹83,547 Cr).	Lower mid AUM (₹6,865 Cr).
Point 2	Established history (9+ yrs).	Established history (20+ yrs).	Oldest track record among peers (25 yrs).	Established history (23+ yrs).	Established history (17+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (upper mid).	Rating: 2★ (lower mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 15.15% (upper mid).	5Y return: 12.95% (bottom quartile).	5Y return: 14.20% (lower mid).	5Y return: 16.50% (top quartile).	5Y return: 13.00% (bottom quartile).
Point 6	3Y return: 18.21% (top quartile).	3Y return: 16.39% (upper mid).	3Y return: 16.03% (lower mid).	3Y return: 15.80% (bottom quartile).	3Y return: 15.66% (bottom quartile).
Point 7	1Y return: 3.16% (bottom quartile).	1Y return: 11.48% (upper mid).	1Y return: 27.10% (top quartile).	1Y return: 4.04% (lower mid).	1Y return: 3.63% (bottom quartile).
Point 8	1M return: -2.78% (bottom quartile).	1M return: -1.74% (upper mid).	1M return: 1.80% (top quartile).	1M return: -3.01% (bottom quartile).	1M return: -2.19% (lower mid).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 5.81 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.50 (lower mid).	Sharpe: 0.97 (upper mid).	Sharpe: 2.64 (top quartile).	Sharpe: 0.34 (bottom quartile).	Sharpe: 0.19 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,482 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.15% (upper mid).
3Y return: 18.21% (top quartile).
1Y return: 3.16% (bottom quartile).
1M return: -2.78% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.50 (lower mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹17,666 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 12.95% (bottom quartile).
3Y return: 16.39% (upper mid).
1Y return: 11.48% (upper mid).
1M return: -1.74% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.97 (upper mid).

Sundaram Equity Hybrid Fund

Bottom quartile AUM (₹1,954 Cr).
Oldest track record among peers (25 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (lower mid).
3Y return: 16.03% (lower mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (top quartile).
Alpha: 5.81 (top quartile).
Sharpe: 2.64 (top quartile).

ICICI Prudential Multi-Asset Fund

Highest AUM (₹83,547 Cr).
Established history (23+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.50% (top quartile).
3Y return: 15.80% (bottom quartile).
1Y return: 4.04% (lower mid).
1M return: -3.01% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.34 (bottom quartile).

UTI Multi Asset Fund

Lower mid AUM (₹6,865 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.00% (bottom quartile).
3Y return: 15.66% (bottom quartile).
1Y return: 3.63% (bottom quartile).
1M return: -2.19% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.19 (bottom quartile).

മികച്ച 5 ലംപ് സം അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹40.39 ↑ 0.52	₹1,482	5,000	6.5	7.3	3.2	18.2	15.2	-0.9
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	5,000	0.5	10.5	27.1	16	14.2
ICICI Prudential Equity and Debt Fund Growth	₹391.05 ↑ 2.23	₹50,368	5,000	-2.4	-4.9	0	15.2	15.7	13.3
IDBI Hybrid Equity Fund Growth	₹17.1253 ↓ -0.01	₹179	5,000	7.8	9.8	12.1	14.4	7.1
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	5,000	-3.5	-0.8	14.8	14.3	11.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	Sundaram Equity Hybrid Fund	ICICI Prudential Equity and Debt Fund	IDBI Hybrid Equity Fund	Baroda Pioneer Hybrid Equity Fund
Point 1	Lower mid AUM (₹1,482 Cr).	Upper mid AUM (₹1,954 Cr).	Highest AUM (₹50,368 Cr).	Bottom quartile AUM (₹179 Cr).	Bottom quartile AUM (₹389 Cr).
Point 2	Established history (9+ yrs).	Established history (25+ yrs).	Oldest track record among peers (26 yrs).	Established history (9+ yrs).	Established history (22+ yrs).
Point 3	Not Rated.	Rating: 2★ (lower mid).	Top rated.	Not Rated.	Rating: 3★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 15.15% (upper mid).	5Y return: 14.20% (lower mid).	5Y return: 15.69% (top quartile).	5Y return: 7.09% (bottom quartile).	5Y return: 11.17% (bottom quartile).
Point 6	3Y return: 18.21% (top quartile).	3Y return: 16.03% (upper mid).	3Y return: 15.21% (lower mid).	3Y return: 14.43% (bottom quartile).	3Y return: 14.26% (bottom quartile).
Point 7	1Y return: 3.16% (bottom quartile).	1Y return: 27.10% (top quartile).	1Y return: -0.01% (bottom quartile).	1Y return: 12.06% (lower mid).	1Y return: 14.82% (upper mid).
Point 8	1M return: -2.78% (lower mid).	1M return: 1.80% (upper mid).	1M return: -3.60% (bottom quartile).	1M return: 2.10% (top quartile).	1M return: -2.79% (bottom quartile).
Point 9	Alpha: 0.00 (bottom quartile).	Alpha: 5.81 (upper mid).	Alpha: 2.05 (lower mid).	Alpha: -0.26 (bottom quartile).	Alpha: 6.53 (top quartile).
Point 10	Sharpe: 0.50 (bottom quartile).	Sharpe: 2.64 (top quartile).	Sharpe: 0.01 (bottom quartile).	Sharpe: 1.03 (lower mid).	Sharpe: 2.59 (upper mid).

BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹1,482 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.15% (upper mid).
3Y return: 18.21% (top quartile).
1Y return: 3.16% (bottom quartile).
1M return: -2.78% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.50 (bottom quartile).

Sundaram Equity Hybrid Fund

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

ICICI Prudential Equity and Debt Fund

Highest AUM (₹50,368 Cr).
Oldest track record among peers (26 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.69% (top quartile).
3Y return: 15.21% (lower mid).
1Y return: -0.01% (bottom quartile).
1M return: -3.60% (bottom quartile).
Alpha: 2.05 (lower mid).
Sharpe: 0.01 (bottom quartile).

IDBI Hybrid Equity Fund

Bottom quartile AUM (₹179 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 7.09% (bottom quartile).
3Y return: 14.43% (bottom quartile).
1Y return: 12.06% (lower mid).
1M return: 2.10% (top quartile).
Alpha: -0.26 (bottom quartile).
Sharpe: 1.03 (lower mid).

Baroda Pioneer Hybrid Equity Fund

Bottom quartile AUM (₹389 Cr).
Established history (22+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.17% (bottom quartile).
3Y return: 14.26% (bottom quartile).
1Y return: 14.82% (upper mid).
1M return: -2.79% (bottom quartile).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).

മികച്ച 5 ലംപ് സം കൺസർവേറ്റീവ് ഹൈബ്രിഡ് ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹40.39 ↑ 0.52	₹1,482	5,000	6.5	7.3	3.2	18.2	15.2	-0.9
SBI Multi Asset Allocation Fund Growth	₹65.8586 ↑ 0.38	₹17,666	5,000	-0.8	2.3	11.5	16.4	12.9	18.6
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	5,000	0.5	10.5	27.1	16	14.2
ICICI Prudential Multi-Asset Fund Growth	₹785.059 ↓ -8.04	₹83,547	5,000	-2.4	-2.9	4	15.8	16.5	18.6
UTI Multi Asset Fund Growth	₹77.0497 ↑ 0.54	₹6,865	5,000	-1.7	-2.7	3.6	15.7	13	11.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	SBI Multi Asset Allocation Fund	Sundaram Equity Hybrid Fund	ICICI Prudential Multi-Asset Fund	UTI Multi Asset Fund
Point 1	Bottom quartile AUM (₹1,482 Cr).	Upper mid AUM (₹17,666 Cr).	Bottom quartile AUM (₹1,954 Cr).	Highest AUM (₹83,547 Cr).	Lower mid AUM (₹6,865 Cr).
Point 2	Established history (9+ yrs).	Established history (20+ yrs).	Oldest track record among peers (25 yrs).	Established history (23+ yrs).	Established history (17+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (upper mid).	Rating: 2★ (lower mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 15.15% (upper mid).	5Y return: 12.95% (bottom quartile).	5Y return: 14.20% (lower mid).	5Y return: 16.50% (top quartile).	5Y return: 13.00% (bottom quartile).
Point 6	3Y return: 18.21% (top quartile).	3Y return: 16.39% (upper mid).	3Y return: 16.03% (lower mid).	3Y return: 15.80% (bottom quartile).	3Y return: 15.66% (bottom quartile).
Point 7	1Y return: 3.16% (bottom quartile).	1Y return: 11.48% (upper mid).	1Y return: 27.10% (top quartile).	1Y return: 4.04% (lower mid).	1Y return: 3.63% (bottom quartile).
Point 8	1M return: -2.78% (bottom quartile).	1M return: -1.74% (upper mid).	1M return: 1.80% (top quartile).	1M return: -3.01% (bottom quartile).	1M return: -2.19% (lower mid).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 5.81 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.50 (lower mid).	Sharpe: 0.97 (upper mid).	Sharpe: 2.64 (top quartile).	Sharpe: 0.34 (bottom quartile).	Sharpe: 0.19 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,482 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.15% (upper mid).
3Y return: 18.21% (top quartile).
1Y return: 3.16% (bottom quartile).
1M return: -2.78% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.50 (lower mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹17,666 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 12.95% (bottom quartile).
3Y return: 16.39% (upper mid).
1Y return: 11.48% (upper mid).
1M return: -1.74% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.97 (upper mid).

Sundaram Equity Hybrid Fund

Bottom quartile AUM (₹1,954 Cr).
Oldest track record among peers (25 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (lower mid).
3Y return: 16.03% (lower mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (top quartile).
Alpha: 5.81 (top quartile).
Sharpe: 2.64 (top quartile).

ICICI Prudential Multi-Asset Fund

Highest AUM (₹83,547 Cr).
Established history (23+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.50% (top quartile).
3Y return: 15.80% (bottom quartile).
1Y return: 4.04% (lower mid).
1M return: -3.01% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.34 (bottom quartile).

UTI Multi Asset Fund

Lower mid AUM (₹6,865 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.00% (bottom quartile).
3Y return: 15.66% (bottom quartile).
1Y return: 3.63% (bottom quartile).
1M return: -2.19% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.19 (bottom quartile).

മികച്ച 5 ലംപ് സം ആർബിട്രേജ് ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Invesco India Arbitrage Fund Growth	₹33.6491 ↓ -0.04	₹27,321	5,000	1.4	3	6	6.9	6.2	6.5
SBI Arbitrage Opportunities Fund Growth	₹35.6393 ↓ -0.05	₹42,847	5,000	1.4	2.9	6	6.9	6.2	6.5
HDFC Arbitrage Fund Growth	₹32.288 ↓ -0.04	₹24,439	100,000	1.4	2.9	5.9	6.9	6	6.3
Kotak Equity Arbitrage Fund Growth	₹39.5001 ↓ -0.05	₹69,951	5,000	1.4	3	5.9	7	6.2	6.4
UTI Arbitrage Fund Growth	₹36.9375 ↓ -0.04	₹10,858	5,000	1.4	2.9	5.9	7	6	6.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Arbitrage Fund	SBI Arbitrage Opportunities Fund	HDFC Arbitrage Fund	Kotak Equity Arbitrage Fund	UTI Arbitrage Fund
Point 1	Lower mid AUM (₹27,321 Cr).	Upper mid AUM (₹42,847 Cr).	Bottom quartile AUM (₹24,439 Cr).	Highest AUM (₹69,951 Cr).	Bottom quartile AUM (₹10,858 Cr).
Point 2	Established history (19+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Oldest track record among peers (20 yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	5Y return: 6.20% (upper mid).	5Y return: 6.21% (top quartile).	5Y return: 5.98% (bottom quartile).	5Y return: 6.18% (lower mid).	5Y return: 6.02% (bottom quartile).
Point 6	3Y return: 6.94% (lower mid).	3Y return: 6.93% (bottom quartile).	3Y return: 6.92% (bottom quartile).	3Y return: 7.03% (top quartile).	3Y return: 6.97% (upper mid).
Point 7	1Y return: 6.04% (top quartile).	1Y return: 5.98% (upper mid).	1Y return: 5.94% (lower mid).	1Y return: 5.94% (bottom quartile).	1Y return: 5.93% (bottom quartile).
Point 8	1M return: 0.50% (top quartile).	1M return: 0.47% (bottom quartile).	1M return: 0.49% (upper mid).	1M return: 0.48% (lower mid).	1M return: 0.43% (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.72 (upper mid).	Sharpe: 0.87 (top quartile).	Sharpe: 0.50 (bottom quartile).	Sharpe: 0.52 (bottom quartile).	Sharpe: 0.71 (lower mid).

Invesco India Arbitrage Fund

Lower mid AUM (₹27,321 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately Low.
5Y return: 6.20% (upper mid).
3Y return: 6.94% (lower mid).
1Y return: 6.04% (top quartile).
1M return: 0.50% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.72 (upper mid).

SBI Arbitrage Opportunities Fund

Upper mid AUM (₹42,847 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately Low.
5Y return: 6.21% (top quartile).
3Y return: 6.93% (bottom quartile).
1Y return: 5.98% (upper mid).
1M return: 0.47% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.87 (top quartile).

HDFC Arbitrage Fund

Bottom quartile AUM (₹24,439 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
5Y return: 5.98% (bottom quartile).
3Y return: 6.92% (bottom quartile).
1Y return: 5.94% (lower mid).
1M return: 0.49% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.50 (bottom quartile).

Kotak Equity Arbitrage Fund

Highest AUM (₹69,951 Cr).
Oldest track record among peers (20 yrs).
Top rated.
Risk profile: Moderately Low.
5Y return: 6.18% (lower mid).
3Y return: 7.03% (top quartile).
1Y return: 5.94% (bottom quartile).
1M return: 0.48% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.52 (bottom quartile).

UTI Arbitrage Fund

Bottom quartile AUM (₹10,858 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
5Y return: 6.02% (bottom quartile).
3Y return: 6.97% (upper mid).
1Y return: 5.93% (bottom quartile).
1M return: 0.43% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.71 (lower mid).

മികച്ച 5 ലംപ് സം ഡൈനാമിക് അലോക്കേഷൻ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Franklin India Multi - Asset Solution Fund Growth	₹22.0516 ↑ 0.04	₹135	5,000	1.2	2.5	5.3	12.9	11	14.1
Axis Dynamic Equity Fund Growth	₹20.81 ↑ 0.10	₹3,764	5,000	-1.6	-3.7	-1.1	11.3	9.5	7
Aditya Birla Sun Life Balanced Advantage Fund Growth	₹108.41 ↑ 0.59	₹9,182	1,000	0.7	-1.3	1.5	10.9	9.2	10.1
ICICI Prudential Balanced Advantage Fund Growth	₹75.05 ↑ 0.49	₹70,551	5,000	-1.6	-3.4	1.6	10.8	10	12.2
Nippon India Balanced Advantage Fund Growth	₹176.471 ↑ 0.95	₹9,620	5,000	-0.7	-2.5	-0.1	10.1	8.8	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin India Multi - Asset Solution Fund	Axis Dynamic Equity Fund	Aditya Birla Sun Life Balanced Advantage Fund	ICICI Prudential Balanced Advantage Fund	Nippon India Balanced Advantage Fund
Point 1	Bottom quartile AUM (₹135 Cr).	Bottom quartile AUM (₹3,764 Cr).	Lower mid AUM (₹9,182 Cr).	Highest AUM (₹70,551 Cr).	Upper mid AUM (₹9,620 Cr).
Point 2	Established history (11+ yrs).	Established history (8+ yrs).	Oldest track record among peers (26 yrs).	Established history (19+ yrs).	Established history (21+ yrs).
Point 3	Not Rated.	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 11.00% (top quartile).	5Y return: 9.53% (lower mid).	5Y return: 9.24% (bottom quartile).	5Y return: 10.01% (upper mid).	5Y return: 8.77% (bottom quartile).
Point 6	3Y return: 12.88% (top quartile).	3Y return: 11.33% (upper mid).	3Y return: 10.86% (lower mid).	3Y return: 10.80% (bottom quartile).	3Y return: 10.11% (bottom quartile).
Point 7	1Y return: 5.31% (top quartile).	1Y return: -1.15% (bottom quartile).	1Y return: 1.53% (lower mid).	1Y return: 1.64% (upper mid).	1Y return: -0.11% (bottom quartile).
Point 8	1M return: 0.41% (top quartile).	1M return: -2.40% (bottom quartile).	1M return: -1.79% (upper mid).	1M return: -2.80% (bottom quartile).	1M return: -2.30% (lower mid).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.67 (top quartile).	Sharpe: -0.31 (bottom quartile).	Sharpe: 0.00 (lower mid).	Sharpe: 0.06 (upper mid).	Sharpe: -0.16 (bottom quartile).

Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹135 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 11.00% (top quartile).
3Y return: 12.88% (top quartile).
1Y return: 5.31% (top quartile).
1M return: 0.41% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.67 (top quartile).

Axis Dynamic Equity Fund

Bottom quartile AUM (₹3,764 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.53% (lower mid).
3Y return: 11.33% (upper mid).
1Y return: -1.15% (bottom quartile).
1M return: -2.40% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.31 (bottom quartile).

Aditya Birla Sun Life Balanced Advantage Fund

Lower mid AUM (₹9,182 Cr).
Oldest track record among peers (26 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 9.24% (bottom quartile).
3Y return: 10.86% (lower mid).
1Y return: 1.53% (lower mid).
1M return: -1.79% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.00 (lower mid).

ICICI Prudential Balanced Advantage Fund

Highest AUM (₹70,551 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.01% (upper mid).
3Y return: 10.80% (bottom quartile).
1Y return: 1.64% (upper mid).
1M return: -2.80% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.06 (upper mid).

Nippon India Balanced Advantage Fund

Upper mid AUM (₹9,620 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.77% (bottom quartile).
3Y return: 10.11% (bottom quartile).
1Y return: -0.11% (bottom quartile).
1M return: -2.30% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.16 (bottom quartile).

മികച്ച 5 ലംപ് സം മൾട്ടി അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
SBI Multi Asset Allocation Fund Growth	₹65.8586 ↑ 0.38	₹17,666	5,000	-0.8	2.3	11.5	16.4	12.9	18.6
ICICI Prudential Multi-Asset Fund Growth	₹785.059 ↓ -8.04	₹83,547	5,000	-2.4	-2.9	4	15.8	16.5	18.6
UTI Multi Asset Fund Growth	₹77.0497 ↑ 0.54	₹6,865	5,000	-1.7	-2.7	3.6	15.7	13	11.1
Edelweiss Multi Asset Allocation Fund Growth	₹62.73 ↑ 0.43	₹3,627	5,000	-0.7	-2.6	-1.4	13.1	12.7	6
Axis Triple Advantage Fund Growth	₹43.1476 ↑ 0.33	₹2,229	5,000	-3.5	-0.6	7.7	12.6	9.2	15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Multi Asset Allocation Fund	ICICI Prudential Multi-Asset Fund	UTI Multi Asset Fund	Edelweiss Multi Asset Allocation Fund	Axis Triple Advantage Fund
Point 1	Upper mid AUM (₹17,666 Cr).	Highest AUM (₹83,547 Cr).	Lower mid AUM (₹6,865 Cr).	Bottom quartile AUM (₹3,627 Cr).	Bottom quartile AUM (₹2,229 Cr).
Point 2	Established history (20+ yrs).	Oldest track record among peers (23 yrs).	Established history (17+ yrs).	Established history (16+ yrs).	Established history (15+ yrs).
Point 3	Top rated.	Rating: 2★ (upper mid).	Rating: 1★ (bottom quartile).	Rating: 1★ (bottom quartile).	Rating: 2★ (lower mid).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.95% (lower mid).	5Y return: 16.50% (top quartile).	5Y return: 13.00% (upper mid).	5Y return: 12.67% (bottom quartile).	5Y return: 9.19% (bottom quartile).
Point 6	3Y return: 16.39% (top quartile).	3Y return: 15.80% (upper mid).	3Y return: 15.66% (lower mid).	3Y return: 13.07% (bottom quartile).	3Y return: 12.60% (bottom quartile).
Point 7	1Y return: 11.48% (top quartile).	1Y return: 4.04% (lower mid).	1Y return: 3.63% (bottom quartile).	1Y return: -1.44% (bottom quartile).	1Y return: 7.72% (upper mid).
Point 8	1M return: -1.74% (top quartile).	1M return: -3.01% (bottom quartile).	1M return: -2.19% (upper mid).	1M return: -2.63% (lower mid).	1M return: -3.11% (bottom quartile).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 1.20 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.97 (top quartile).	Sharpe: 0.34 (lower mid).	Sharpe: 0.19 (bottom quartile).	Sharpe: -0.08 (bottom quartile).	Sharpe: 0.64 (upper mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹17,666 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 12.95% (lower mid).
3Y return: 16.39% (top quartile).
1Y return: 11.48% (top quartile).
1M return: -1.74% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.97 (top quartile).

ICICI Prudential Multi-Asset Fund

Highest AUM (₹83,547 Cr).
Oldest track record among peers (23 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.50% (top quartile).
3Y return: 15.80% (upper mid).
1Y return: 4.04% (lower mid).
1M return: -3.01% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.34 (lower mid).

UTI Multi Asset Fund

Lower mid AUM (₹6,865 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.00% (upper mid).
3Y return: 15.66% (lower mid).
1Y return: 3.63% (bottom quartile).
1M return: -2.19% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.19 (bottom quartile).

Edelweiss Multi Asset Allocation Fund

Bottom quartile AUM (₹3,627 Cr).
Established history (16+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.67% (bottom quartile).
3Y return: 13.07% (bottom quartile).
1Y return: -1.44% (bottom quartile).
1M return: -2.63% (lower mid).
Alpha: 1.20 (top quartile).
Sharpe: -0.08 (bottom quartile).

Axis Triple Advantage Fund

Bottom quartile AUM (₹2,229 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.19% (bottom quartile).
3Y return: 12.60% (bottom quartile).
1Y return: 7.72% (upper mid).
1M return: -3.11% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.64 (upper mid).

മികച്ച 5 ലംപ് സം ഇക്വിറ്റി സേവിംഗ്സ് ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Edelweiss Equity Savings Fund Growth	₹26.3883 ↑ 0.08	₹1,313	5,000	1.6	1.8	5.5	10.3	8.7	8
Tata Equity Savings Fund Growth	₹56.3583 ↑ 0.03	₹285	5,000	-0.1	1.8	6.9	9.8	8
Kotak Equity Savings Fund Growth	₹26.9215 ↑ 0.06	₹10,032	5,000	0.6	-0.6	3.8	9.6	9.2	7.9
SBI Equity Savings Fund Growth	₹24.3531 ↑ 0.05	₹5,700	1,000	0.3	0	1.7	9.2	8.1	5
Axis Equity Saver Fund Growth	₹22.42 ↑ 0.07	₹866	5,000	0	-1.3	1.4	8.6	7.4	5.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Edelweiss Equity Savings Fund	Tata Equity Savings Fund	Kotak Equity Savings Fund	SBI Equity Savings Fund	Axis Equity Saver Fund
Point 1	Lower mid AUM (₹1,313 Cr).	Bottom quartile AUM (₹285 Cr).	Highest AUM (₹10,032 Cr).	Upper mid AUM (₹5,700 Cr).	Bottom quartile AUM (₹866 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (28 yrs).	Established history (11+ yrs).	Established history (11+ yrs).	Established history (10+ yrs).
Point 3	Not Rated.	Not Rated.	Not Rated.	Not Rated.	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 8.72% (upper mid).	5Y return: 8.02% (bottom quartile).	5Y return: 9.23% (top quartile).	5Y return: 8.15% (lower mid).	5Y return: 7.39% (bottom quartile).
Point 6	3Y return: 10.32% (top quartile).	3Y return: 9.85% (upper mid).	3Y return: 9.60% (lower mid).	3Y return: 9.24% (bottom quartile).	3Y return: 8.56% (bottom quartile).
Point 7	1Y return: 5.53% (upper mid).	1Y return: 6.88% (top quartile).	1Y return: 3.77% (lower mid).	1Y return: 1.72% (bottom quartile).	1Y return: 1.36% (bottom quartile).
Point 8	1M return: -0.51% (upper mid).	1M return: 0.34% (top quartile).	1M return: -1.15% (bottom quartile).	1M return: -0.55% (lower mid).	1M return: -0.80% (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.32 (top quartile).	Sharpe: 0.00 (lower mid).	Sharpe: 0.14 (upper mid).	Sharpe: -0.12 (bottom quartile).	Sharpe: -0.42 (bottom quartile).

Edelweiss Equity Savings Fund

Lower mid AUM (₹1,313 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.72% (upper mid).
3Y return: 10.32% (top quartile).
1Y return: 5.53% (upper mid).
1M return: -0.51% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.32 (top quartile).

Tata Equity Savings Fund

Bottom quartile AUM (₹285 Cr).
Oldest track record among peers (28 yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.02% (bottom quartile).
3Y return: 9.85% (upper mid).
1Y return: 6.88% (top quartile).
1M return: 0.34% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.00 (lower mid).

Kotak Equity Savings Fund

Highest AUM (₹10,032 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.23% (top quartile).
3Y return: 9.60% (lower mid).
1Y return: 3.77% (lower mid).
1M return: -1.15% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.14 (upper mid).

SBI Equity Savings Fund

Upper mid AUM (₹5,700 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.15% (lower mid).
3Y return: 9.24% (bottom quartile).
1Y return: 1.72% (bottom quartile).
1M return: -0.55% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.12 (bottom quartile).

Axis Equity Saver Fund

Bottom quartile AUM (₹866 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 7.39% (bottom quartile).
3Y return: 8.56% (bottom quartile).
1Y return: 1.36% (bottom quartile).
1M return: -0.80% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.42 (bottom quartile).

മികച്ച 5 ലംപ് സം സൊല്യൂഷൻ ഓറിയന്റഡ് സ്കീമുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential Child Care Plan (Gift) Growth	₹320.79 ↑ 1.98	₹1,412	5,000	0.1	-2.8	-1.9	14.6	12.7	8.3
HDFC Retirement Savings Fund - Equity Plan Growth	₹46.777 ↑ 0.35	₹6,733	5,000	-5	-9.7	-8.2	10.5	12.6	5.2
SBI Magnum Children's Benefit Plan Growth	₹114.768 ↑ 0.38	₹137	5,000	3.6	3.6	4.3	11.4	10.6	3.2
Tata Retirement Savings Fund - Progressive Growth	₹65.2941 ↑ 0.50	₹2,086	5,000	5.9	0.1	-2.8	13.2	10.4	-1.2
Tata Retirement Savings Fund-Moderate Growth	₹64.634 ↑ 0.45	₹2,114	5,000	4.7	-0.2	-1.7	12.2	10.1	1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Child Care Plan (Gift)	HDFC Retirement Savings Fund - Equity Plan	SBI Magnum Children's Benefit Plan	Tata Retirement Savings Fund - Progressive	Tata Retirement Savings Fund-Moderate
Point 1	Bottom quartile AUM (₹1,412 Cr).	Highest AUM (₹6,733 Cr).	Bottom quartile AUM (₹137 Cr).	Lower mid AUM (₹2,086 Cr).	Upper mid AUM (₹2,114 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (10+ yrs).	Established history (24+ yrs).	Established history (14+ yrs).	Established history (14+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Not Rated.	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.68% (top quartile).	5Y return: 12.62% (upper mid).	5Y return: 10.60% (lower mid).	5Y return: 10.37% (bottom quartile).	5Y return: 10.07% (bottom quartile).
Point 6	3Y return: 14.56% (top quartile).	3Y return: 10.55% (bottom quartile).	3Y return: 11.37% (bottom quartile).	3Y return: 13.23% (upper mid).	3Y return: 12.19% (lower mid).
Point 7	1Y return: -1.86% (lower mid).	1Y return: -8.23% (bottom quartile).	1Y return: 4.27% (top quartile).	1Y return: -2.79% (bottom quartile).	1Y return: -1.68% (upper mid).
Point 8	1M return: -4.12% (bottom quartile).	1M return: -4.30% (bottom quartile).	1M return: 0.39% (top quartile).	1M return: -2.46% (lower mid).	1M return: -2.33% (upper mid).
Point 9	Alpha: 0.00 (upper mid).	Alpha: -5.83 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 1.88 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.15 (top quartile).	Sharpe: -0.38 (bottom quartile).	Sharpe: -0.17 (bottom quartile).	Sharpe: 0.09 (upper mid).	Sharpe: 0.06 (lower mid).

ICICI Prudential Child Care Plan (Gift)

Bottom quartile AUM (₹1,412 Cr).
Oldest track record among peers (24 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.68% (top quartile).
3Y return: 14.56% (top quartile).
1Y return: -1.86% (lower mid).
1M return: -4.12% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.15 (top quartile).

HDFC Retirement Savings Fund - Equity Plan

Highest AUM (₹6,733 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 12.62% (upper mid).
3Y return: 10.55% (bottom quartile).
1Y return: -8.23% (bottom quartile).
1M return: -4.30% (bottom quartile).
Alpha: -5.83 (bottom quartile).
Sharpe: -0.38 (bottom quartile).

SBI Magnum Children's Benefit Plan

Bottom quartile AUM (₹137 Cr).
Established history (24+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.60% (lower mid).
3Y return: 11.37% (bottom quartile).
1Y return: 4.27% (top quartile).
1M return: 0.39% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.17 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Lower mid AUM (₹2,086 Cr).
Established history (14+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.37% (bottom quartile).
3Y return: 13.23% (upper mid).
1Y return: -2.79% (bottom quartile).
1M return: -2.46% (lower mid).
Alpha: 1.88 (top quartile).
Sharpe: 0.09 (upper mid).

Tata Retirement Savings Fund-Moderate

Upper mid AUM (₹2,114 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.07% (bottom quartile).
3Y return: 12.19% (lower mid).
1Y return: -1.68% (upper mid).
1M return: -2.33% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.06 (lower mid).

1 മാസത്തെ മികച്ച ലംപ് സം മ്യൂച്വൽ ഫണ്ട്

1. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

Research Highlights for HDFC Long Term Advantage Fund

Highest AUM (₹1,318 Cr).
Oldest track record among peers (25 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (upper mid).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (upper mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (upper mid).

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund Growth
Launch Date	2 Jan 01
NAV (14 Jan 22)	₹595.168 ↑ 0.28 (0.05 %)
Net Assets (Cr)	₹1,318 on 30 Nov 21
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.25
Sharpe Ratio	2.27
Information Ratio	-0.15
Alpha Ratio	1.75
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000

HDFC Long Term Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	4.4%
3 Month	1.2%
6 Month	15.4%
1 Year	35.5%
3 Year	20.6%
5 Year	17.4%
10 Year
15 Year
Since launch	21.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for HDFC Long Term Advantage Fund

Name	Since	Tenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. Aditya Birla Sun Life International Equity Fund - Plan B

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Research Highlights for Aditya Birla Sun Life International Equity Fund - Plan B

Bottom quartile AUM (₹93 Cr).
Established history (18+ yrs).
Rating: 1★ (lower mid).
Risk profile: High.
5Y return: 8.98% (bottom quartile).
3Y return: 18.95% (bottom quartile).
1Y return: 13.75% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.85 (bottom quartile).
Information ratio: 0.00 (top quartile).

Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B

Aditya Birla Sun Life International Equity Fund - Plan B Growth
Launch Date	31 Oct 07
NAV (28 Jul 23)	₹28.8036 ↑ 0.07 (0.23 %)
Net Assets (Cr)	₹93 on 30 Jun 23
Category	Equity - Global
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆
Risk	High
Expense Ratio	2.6
Sharpe Ratio	0.85
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,017
31 May 23	₹10,610

Aditya Birla Sun Life International Equity Fund - Plan B SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Aditya Birla Sun Life International Equity Fund - Plan B

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	4.2%
3 Month	10.3%
6 Month	10%
1 Year	13.8%
3 Year	18.9%
5 Year	9%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B

Name	Since	Tenure

Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. IDBI Nifty Index Fund

The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme.

Research Highlights for IDBI Nifty Index Fund

Lower mid AUM (₹208 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.74% (upper mid).
3Y return: 20.28% (lower mid).
1Y return: 16.16% (lower mid).
1M return: 3.68% (lower mid).
Alpha: -1.03 (bottom quartile).
Sharpe: 1.04 (lower mid).
Information ratio: -3.93 (bottom quartile).

Below is the key information for IDBI Nifty Index Fund

IDBI Nifty Index Fund Growth
Launch Date	25 Jun 10
NAV (28 Jul 23)	₹36.2111 ↓ -0.02 (-0.06 %)
Net Assets (Cr)	₹208 on 30 Jun 23
Category	Others - Index Fund
AMC	IDBI Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	0.9
Sharpe Ratio	1.04
Information Ratio	-3.93
Alpha Ratio	-1.03
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,694
31 May 23	₹11,961

IDBI Nifty Index Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for IDBI Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	3.7%
3 Month	9.1%
6 Month	11.9%
1 Year	16.2%
3 Year	20.3%
5 Year	11.7%
10 Year
15 Year
Since launch	10.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for IDBI Nifty Index Fund

Name	Since	Tenure

Data below for IDBI Nifty Index Fund as on 30 Jun 23

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. IDBI Equity Advantage Fund

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized.

Research Highlights for IDBI Equity Advantage Fund

Upper mid AUM (₹485 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.97% (lower mid).
3Y return: 20.84% (top quartile).
1Y return: 16.92% (upper mid).
Alpha: 1.78 (top quartile).
Sharpe: 1.21 (upper mid).
Information ratio: -1.13 (lower mid).

Below is the key information for IDBI Equity Advantage Fund

IDBI Equity Advantage Fund Growth
Launch Date	10 Sep 13
NAV (28 Jul 23)	₹43.39 ↑ 0.04 (0.09 %)
Net Assets (Cr)	₹485 on 30 Jun 23
Category	Equity - ELSS
AMC	IDBI Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.39
Sharpe Ratio	1.21
Information Ratio	-1.13
Alpha Ratio	1.78
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,725
31 May 23	₹12,303

IDBI Equity Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for IDBI Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	3.1%
3 Month	9.7%
6 Month	15.1%
1 Year	16.9%
3 Year	20.8%
5 Year	10%
10 Year
15 Year
Since launch	16%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for IDBI Equity Advantage Fund

Name	Since	Tenure

Data below for IDBI Equity Advantage Fund as on 30 Jun 23

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.