+91-22-489139095 മികച്ച പ്രകടനം നടത്തുന്ന ലംപ് സം നിക്ഷേപങ്ങൾ 2022 - 2023
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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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 ₹71.54
↓ -0.01 ₹1,749 5,000 4.7 1.9 2.2 13.3 12.1 5.5 Nippon India Large Cap Fund Growth ₹89.8706
↑ 0.03 ₹51,660 5,000 0.9 -2.5 -1.4 12.5 14.8 9.2 ICICI Prudential Bluechip Fund Growth ₹108.42
↓ -0.12 ₹76,297 5,000 0.1 -4.4 -2.2 12.4 12.9 11.3 Bandhan Large Cap Fund Growth ₹77.723
↓ -0.22 ₹2,001 5,000 2.2 -2.2 0.5 12.1 11.5 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 Nippon India Large Cap Fund ICICI Prudential Bluechip Fund Bandhan Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,749 Cr). Upper mid AUM (₹51,660 Cr). Highest AUM (₹76,297 Cr). Lower mid AUM (₹2,001 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% (lower mid). 5Y return: 12.14% (bottom quartile). 5Y return: 14.82% (top quartile). 5Y return: 12.94% (upper mid). 5Y return: 11.52% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 13.30% (upper mid). 3Y return: 12.55% (lower mid). 3Y return: 12.43% (bottom quartile). 3Y return: 12.13% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 2.23% (upper mid). 1Y return: -1.35% (bottom quartile). 1Y return: -2.20% (bottom quartile). 1Y return: 0.48% (lower mid). Point 8 Alpha: 2.11 (top quartile). Alpha: 1.94 (lower mid). Alpha: 0.46 (bottom quartile). Alpha: -1.97 (bottom quartile). Alpha: 1.95 (upper mid). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.24 (upper mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.48 (bottom quartile). Sharpe: -0.26 (lower mid). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.75 (lower mid). Information ratio: 1.03 (top quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.66 (bottom quartile). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
Bandhan Large Cap Fund
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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 ₹98.9785
↓ -0.72 ₹36,458 5,000 7.2 1.6 -4.3 18.7 21.9 -12.1 Invesco India Mid Cap Fund Growth ₹198.14
↓ -0.78 ₹12,397 5,000 12.1 10.8 8.1 24.7 19.4 6.3 Edelweiss Mid Cap Fund Growth ₹107.761
↓ -0.57 ₹16,849 5,000 6 4.8 5.2 22.2 17.9 3.8 Sundaram Mid Cap Fund Growth ₹1,491.24
↓ -5.43 ₹13,687 5,000 6.4 6.2 6.9 21 17.7 4.1 ICICI Prudential MidCap Fund Growth ₹338.43
↓ -0.49 ₹7,789 5,000 4.7 8.7 11.6 23.1 17.2 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 (₹36,458 Cr). Bottom quartile AUM (₹12,397 Cr). Upper mid AUM (₹16,849 Cr). Lower mid AUM (₹13,687 Cr). Bottom quartile AUM (₹7,789 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: 21.87% (top quartile). 5Y return: 19.43% (upper mid). 5Y return: 17.94% (lower mid). 5Y return: 17.74% (bottom quartile). 5Y return: 17.25% (bottom quartile). Point 6 3Y return: 18.66% (bottom quartile). 3Y return: 24.75% (top quartile). 3Y return: 22.23% (lower mid). 3Y return: 21.05% (bottom quartile). 3Y return: 23.08% (upper mid). Point 7 1Y return: -4.27% (bottom quartile). 1Y return: 8.05% (upper mid). 1Y return: 5.25% (bottom quartile). 1Y return: 6.86% (lower mid). 1Y return: 11.60% (top quartile). Point 8 Alpha: -14.76 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.35 (upper mid). Alpha: -0.11 (bottom quartile). Alpha: 9.08 (top quartile). Point 9 Sharpe: -0.55 (bottom quartile). Sharpe: 0.21 (upper mid). Sharpe: 0.19 (lower mid). Sharpe: 0.17 (bottom quartile). Sharpe: 0.61 (top quartile). Point 10 Information ratio: -0.36 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.30 (upper mid). Information ratio: 0.23 (lower mid). Information ratio: 0.84 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
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 ₹223.022
↓ -0.10 ₹18,358 1,000 11.8 16.6 9.1 18.7 17.3 -2.8 IDBI Small Cap Fund Growth ₹33.5057
↓ -0.06 ₹695 5,000 12.2 18.9 6.4 17.4 17.2 -13.4 Franklin India Smaller Companies Fund Growth ₹179.413
↓ -0.12 ₹13,847 5,000 9 10.3 0.3 15.7 16.6 -8.4 Sundaram Small Cap Fund Growth ₹290.709
↓ -1.71 ₹3,681 5,000 12.2 13 9 18.4 16.4 0.4 HDFC Small Cap Fund Growth ₹140.153
↑ 0.29 ₹38,809 5,000 6.3 3.7 -2.6 13 15 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Small Cap Fund IDBI Small Cap Fund Franklin India Smaller Companies Fund Sundaram Small Cap Fund HDFC Small Cap Fund Point 1 Upper mid AUM (₹18,358 Cr). Bottom quartile AUM (₹695 Cr). Lower mid AUM (₹13,847 Cr). Bottom quartile AUM (₹3,681 Cr). Highest AUM (₹38,809 Cr). Point 2 Established history (19+ yrs). Established history (9+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (18+ yrs). Point 3 Top rated. Not Rated. Rating: 4★ (upper mid). 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: 17.26% (top quartile). 5Y return: 17.19% (upper mid). 5Y return: 16.56% (lower mid). 5Y return: 16.35% (bottom quartile). 5Y return: 14.98% (bottom quartile). Point 6 3Y return: 18.66% (top quartile). 3Y return: 17.36% (lower mid). 3Y return: 15.70% (bottom quartile). 3Y return: 18.36% (upper mid). 3Y return: 12.95% (bottom quartile). Point 7 1Y return: 9.06% (top quartile). 1Y return: 6.42% (lower mid). 1Y return: 0.35% (bottom quartile). 1Y return: 8.99% (upper mid). 1Y return: -2.56% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 5.40 (upper mid). Alpha: -2.10 (bottom quartile). Alpha: 7.77 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.13 (lower mid). Sharpe: 0.17 (upper mid). Sharpe: -0.15 (bottom quartile). Sharpe: 0.26 (top quartile). Sharpe: -0.31 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.35 (bottom quartile). Information ratio: -0.62 (bottom quartile). Information ratio: -0.16 (lower mid). Information ratio: 0.00 (upper mid). DSP Small Cap Fund
IDBI Small Cap Fund
Franklin India Smaller Companies Fund
Sundaram Small Cap Fund
HDFC Small Cap Fund
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 ₹37.65
↑ 0.12 ₹1,198 1,000 9.4 15.5 17 20.1 13.9 3.5 Motilal Oswal Multicap 35 Fund Growth ₹60.4684
↓ -0.29 ₹12,937 5,000 7.1 1.2 -3.8 18.3 12.1 -5.6 Mahindra Badhat Yojana Growth ₹38.1795
↓ -0.06 ₹6,643 1,000 6.8 5.8 4.9 17.4 15.5 3.4 ICICI Prudential Multicap Fund Growth ₹851.89
↑ 0.60 ₹17,676 5,000 5.6 7.5 5.5 17.3 15.2 5.7 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 Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Bottom quartile AUM (₹382 Cr). Bottom quartile AUM (₹1,198 Cr). Upper mid AUM (₹12,937 Cr). Lower mid AUM (₹6,643 Cr). Highest AUM (₹17,676 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Established history (12+ yrs). Established history (9+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Top rated. Not Rated. Rating: 3★ (upper mid). 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: 13.87% (lower mid). 5Y return: 12.09% (bottom quartile). 5Y return: 15.47% (top quartile). 5Y return: 15.21% (upper mid). Point 6 3Y return: 22.73% (top quartile). 3Y return: 20.05% (upper mid). 3Y return: 18.34% (lower mid). 3Y return: 17.40% (bottom quartile). 3Y return: 17.30% (bottom quartile). Point 7 1Y return: 13.54% (upper mid). 1Y return: 17.00% (top quartile). 1Y return: -3.77% (bottom quartile). 1Y return: 4.88% (bottom quartile). 1Y return: 5.51% (lower mid). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -5.87 (bottom quartile). Alpha: 4.99 (upper mid). Alpha: 5.38 (top quartile). Point 9 Sharpe: 1.01 (top quartile). Sharpe: 0.59 (upper mid). Sharpe: -0.52 (bottom quartile). Sharpe: 0.15 (bottom quartile). Sharpe: 0.15 (lower mid). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.47 (lower mid). Information ratio: 0.65 (upper mid). Information ratio: 0.79 (top quartile). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
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 ₹55.2294
↓ -0.38 ₹4,663 500 6 10.5 3.9 21.2 17 -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 ₹439.022
↓ -0.24 ₹30,955 500 2.4 -1.7 -1.2 16.8 16.2 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 16 Jul 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 (₹4,663 Cr). Bottom quartile AUM (₹485 Cr). Lower mid AUM (₹1,318 Cr). Highest AUM (₹30,955 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: 16.96% (upper mid). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 16.17% (lower mid). 5Y return: 11.62% (bottom quartile). Point 6 3Y return: 21.20% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (lower mid). 3Y return: 16.80% (bottom quartile). 3Y return: 16.70% (bottom quartile). Point 7 1Y return: 3.92% (bottom quartile). 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: -1.20% (bottom quartile). 1Y return: 17.56% (upper mid). Point 8 Alpha: 3.21 (upper mid). Alpha: 1.78 (lower mid). Alpha: 1.75 (bottom quartile). Alpha: -2.25 (bottom quartile). Alpha: 5.69 (top quartile). Point 9 Sharpe: -0.02 (bottom quartile). Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: -0.36 (bottom quartile). Sharpe: 2.51 (top quartile). Point 10 Information ratio: 0.73 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 1.38 (top quartile). Information ratio: -0.09 (lower mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
SBI Magnum Tax Gain Fund
Baroda Pioneer ELSS 96
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 (%) UTI Healthcare Fund Growth ₹335.106
↑ 1.17 ₹1,217 5,000 18 20.7 13.4 26 14.5 -3.1 SBI PSU Fund Growth ₹34.3974
↓ -0.06 ₹6,594 5,000 -4.1 0.6 5.9 25.5 23 11.3 LIC MF Infrastructure Fund Growth ₹54.3117
↓ -0.12 ₹1,099 5,000 6.6 13.4 6.9 25.4 22.7 -3.7 BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.51
↑ 0.07 ₹789 5,000 8.9 14.2 14.1 23.9 20.5 7.8 SBI Healthcare Opportunities Fund Growth ₹504.895
↑ 3.16 ₹4,566 5,000 18.1 19.9 14.8 23.8 16.6 -3.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Healthcare Fund SBI PSU Fund LIC MF Infrastructure Fund BOI AXA Manufacturing and Infrastructure Fund SBI Healthcare Opportunities Fund Point 1 Lower mid AUM (₹1,217 Cr). Highest AUM (₹6,594 Cr). Bottom quartile AUM (₹1,099 Cr). Bottom quartile AUM (₹789 Cr). Upper mid AUM (₹4,566 Cr). Point 2 Oldest track record among peers (27 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Top rated. Not Rated. Not Rated. Rating: 2★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 14.48% (bottom quartile). 5Y return: 23.01% (top quartile). 5Y return: 22.72% (upper mid). 5Y return: 20.52% (lower mid). 5Y return: 16.62% (bottom quartile). Point 6 3Y return: 25.95% (top quartile). 3Y return: 25.52% (upper mid). 3Y return: 25.41% (lower mid). 3Y return: 23.90% (bottom quartile). 3Y return: 23.81% (bottom quartile). Point 7 1Y return: 13.44% (lower mid). 1Y return: 5.94% (bottom quartile). 1Y return: 6.93% (bottom quartile). 1Y return: 14.10% (upper mid). 1Y return: 14.77% (top quartile). Point 8 Alpha: 0.91 (upper mid). Alpha: 0.16 (lower mid). Alpha: 4.51 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: -0.04 (bottom quartile). Point 9 Sharpe: 0.42 (upper mid). Sharpe: 0.26 (bottom quartile). Sharpe: 0.26 (bottom quartile). Sharpe: 0.60 (top quartile). Sharpe: 0.36 (lower mid). Point 10 Information ratio: 0.08 (upper mid). Information ratio: -0.02 (bottom quartile). Information ratio: 0.55 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.40 (bottom quartile). UTI Healthcare Fund
SBI PSU Fund
LIC MF Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
SBI Healthcare Opportunities Fund
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 ₹585.011
↑ 0.20 ₹19,611 1,000 1.6 3.2 6.2 7.3 7.4 7.98% 5M 16D 6M 25D ICICI Prudential Ultra Short Term Fund Growth ₹29.5213
↑ 0.01 ₹16,002 5,000 1.5 3.2 6.1 7 7.1 7.79% 5M 8D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,361.8
↑ 3.21 ₹11,861 5,000 1.4 3.2 6 6.9 7 7.77% 5M 5D 8M 16D Nippon India Ultra Short Duration Fund Growth ₹4,287.89
↑ 1.35 ₹10,938 100 1.5 3.2 6 6.8 6.8 7.83% 5M 1D 7M 3D Invesco India Ultra Short Term Fund Growth ₹2,868.72
↑ 1.02 ₹1,197 5,000 1.5 3.2 5.9 6.9 6.8 7.53% 5M 3D 5M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 (₹19,611 Cr). Upper mid AUM (₹16,002 Cr). Lower mid AUM (₹11,861 Cr). Bottom quartile AUM (₹10,938 Cr). Bottom quartile AUM (₹1,197 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: 6.19% (top quartile). 1Y return: 6.12% (upper mid). 1Y return: 6.04% (lower mid). 1Y return: 6.02% (bottom quartile). 1Y return: 5.93% (bottom quartile). Point 6 1M return: 0.60% (top quartile). 1M return: 0.56% (bottom quartile). 1M return: 0.57% (lower mid). 1M return: 0.55% (bottom quartile). 1M return: 0.58% (upper mid). Point 7 Sharpe: 0.52 (upper mid). Sharpe: 0.53 (top quartile). Sharpe: 0.40 (lower mid). Sharpe: 0.34 (bottom quartile). Sharpe: 0.21 (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): 7.98% (top quartile). Yield to maturity (debt): 7.79% (lower mid). Yield to maturity (debt): 7.77% (bottom quartile). Yield to maturity (debt): 7.83% (upper mid). Yield to maturity (debt): 7.53% (bottom quartile). Point 10 Modified duration: 0.46 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Modified duration: 0.42 yrs (top quartile). Modified duration: 0.42 yrs (upper mid). 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
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 ₹64.0781
↑ 0.05 ₹21,229 5,000 1.8 3.3 5.7 7.4 8 8.14% 2Y 8M 19D 4Y 5M 23D Axis Short Term Fund Growth ₹32.8732
↑ 0.02 ₹8,734 5,000 1.8 3.2 5.5 7.3 8.1 7.67% 2Y 3M 3Y Bandhan Bond Fund Short Term Plan Growth ₹60.7708
↑ 0.05 ₹8,327 5,000 1.9 3.6 5.5 7.3 7.5 7.73% 2Y 2M 16D 2Y 11M 26D HDFC Short Term Debt Fund Growth ₹34.0115
↑ 0.02 ₹14,864 5,000 1.8 3.2 5.4 7.4 7.8 8.01% 2Y 4M 28D 3Y 1M 24D 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 Bandhan Bond Fund Short Term Plan HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹362 Cr). Highest AUM (₹21,229 Cr). Lower mid AUM (₹8,734 Cr). Bottom quartile AUM (₹8,327 Cr). Upper mid AUM (₹14,864 Cr). Point 2 Established history (23+ yrs). Established history (24+ yrs). Established history (16+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). 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: 5.74% (upper mid). 1Y return: 5.53% (lower mid). 1Y return: 5.52% (bottom quartile). 1Y return: 5.44% (bottom quartile). Point 6 1M return: 0.20% (bottom quartile). 1M return: 0.72% (upper mid). 1M return: 0.68% (lower mid). 1M return: 0.85% (top quartile). 1M return: 0.64% (bottom quartile). Point 7 Sharpe: 0.98 (top quartile). Sharpe: -0.80 (upper mid). Sharpe: -0.91 (lower mid). Sharpe: -1.22 (bottom quartile). Sharpe: -1.22 (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): 4.52% (bottom quartile). Yield to maturity (debt): 8.14% (top quartile). Yield to maturity (debt): 7.67% (bottom quartile). Yield to maturity (debt): 7.73% (lower mid). Yield to maturity (debt): 8.01% (upper mid). Point 10 Modified duration: 1.20 yrs (top quartile). Modified duration: 2.72 yrs (bottom quartile). Modified duration: 2.25 yrs (lower mid). Modified duration: 2.21 yrs (upper mid). Modified duration: 2.41 yrs (bottom quartile). Sundaram Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Bandhan Bond Fund Short Term Plan
HDFC Short Term Debt Fund
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 ₹3,099.76
↑ 0.65 ₹56,168 500 0.5 1.6 3.4 6.3 6.6 6.23% 1M 5D 1M 5D Edelweiss Liquid Fund Growth ₹3,559.7
↑ 0.74 ₹15,222 5,000 0.5 1.6 3.3 6.3 6.5 6.51% 1M 6D 1M 6D DSP Liquidity Fund Growth ₹3,973.21
↑ 0.82 ₹19,019 1,000 0.5 1.6 3.3 6.3 6.5 0% 1M 1D UTI Liquid Cash Plan Growth ₹456.515
↑ 0.10 ₹33,248 500 0.5 1.6 3.3 6.3 6.5 6.62% 1M 5D 1M 6D Aditya Birla Sun Life Liquid Fund Growth ₹448.391
↑ 0.09 ₹47,520 5,000 0.5 1.6 3.3 6.3 6.5 7.01% 1M 17D 1M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 Highest AUM (₹56,168 Cr). Bottom quartile AUM (₹15,222 Cr). Bottom quartile AUM (₹19,019 Cr). Lower mid AUM (₹33,248 Cr). Upper mid AUM (₹47,520 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: 6.33% (top quartile). 1Y return: 6.32% (upper mid). 1Y return: 6.29% (lower mid). 1Y return: 6.28% (bottom quartile). 1Y return: 6.28% (bottom quartile). Point 6 1M return: 0.53% (upper mid). 1M return: 0.53% (top quartile). 1M return: 0.52% (bottom quartile). 1M return: 0.52% (bottom quartile). 1M return: 0.53% (lower mid). Point 7 Sharpe: 2.39 (top quartile). Sharpe: 2.22 (bottom quartile). Sharpe: 2.26 (lower mid). Sharpe: 2.39 (upper mid). Sharpe: 2.20 (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): 6.51% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.62% (upper mid). Yield to maturity (debt): 7.01% (top quartile). Point 10 Modified duration: 0.10 yrs (upper mid). Modified duration: 0.10 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). Modified duration: 0.10 yrs (lower mid). Modified duration: 0.13 yrs (bottom quartile). Axis Liquid Fund
Edelweiss Liquid Fund
DSP Liquidity Fund
UTI Liquid Cash Plan
Aditya Birla Sun Life Liquid Fund
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 ₹37.6704
↑ 0.06 ₹1,794 5,000 3.9 6.5 6.6 7.7 3.7 7.6% 10Y 11M 16D 32Y 1M 28D ICICI Prudential Gilt Fund Growth ₹108.304
↑ 0.21 ₹8,608 5,000 2.9 3.8 4.4 7.2 6.8 7.71% 9Y 4M 10D 21Y 7M 6D Axis Gilt Fund Growth ₹26.7831
↑ 0.04 ₹424 5,000 3 4.1 4.2 7.2 5.2 7.25% 8Y 1M 13D 19Y 9M 11D UTI Gilt Fund Growth ₹65.7899
↑ 0.05 ₹544 5,000 1.5 3.9 4.1 6.7 5.1 6.4% 3Y 2M 16D 7Y 11M 19D DSP Government Securities Fund Growth ₹99.297
↑ 0.19 ₹1,250 1,000 3.3 3.8 3.2 6.7 4.5 0% 10Y 5M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 DSP Government Securities Fund Point 1 Upper mid AUM (₹1,794 Cr). Highest AUM (₹8,608 Cr). Bottom quartile AUM (₹424 Cr). Bottom quartile AUM (₹544 Cr). Lower mid AUM (₹1,250 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (26+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.63% (top quartile). 1Y return: 4.41% (upper mid). 1Y return: 4.22% (lower mid). 1Y return: 4.08% (bottom quartile). 1Y return: 3.18% (bottom quartile). Point 6 1M return: 2.17% (upper mid). 1M return: 1.76% (lower mid). 1M return: 1.75% (bottom quartile). 1M return: 0.81% (bottom quartile). 1M return: 2.30% (top quartile). Point 7 Sharpe: -0.90 (top quartile). Sharpe: -1.15 (lower mid). Sharpe: -1.29 (bottom quartile). Sharpe: -0.91 (upper mid). Sharpe: -1.26 (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): 7.60% (upper mid). Yield to maturity (debt): 7.71% (top quartile). Yield to maturity (debt): 7.25% (lower mid). Yield to maturity (debt): 6.40% (bottom quartile). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 10.96 yrs (bottom quartile). Modified duration: 9.36 yrs (lower mid). Modified duration: 8.12 yrs (upper mid). Modified duration: 3.21 yrs (top quartile). Modified duration: 10.44 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
ICICI Prudential Gilt Fund
Axis Gilt Fund
UTI Gilt Fund
DSP Government Securities Fund
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 ICICI Prudential Corporate Bond Fund Growth ₹31.8085
↑ 0.03 ₹31,740 5,000 2 3.5 5.9 7.5 8 7.91% 3Y 4M 10D 5Y 8M 23D Franklin India Corporate Debt Fund Growth ₹105.902
↑ 0.08 ₹1,346 10,000 1.6 3.2 5.5 7.5 9.1 7.91% 1Y 4M 20D 2Y 9M 7D BNP Paribas Corporate Bond Fund Growth ₹29.2496
↑ 0.02 ₹244 5,000 2 3.5 5.5 7.5 8.3 7.44% 2Y 25D 2Y 8M 12D Nippon India Prime Debt Fund Growth ₹63.4964
↑ 0.05 ₹9,393 1,000 1.8 3.1 4.9 7.3 7.8 7.9% 2Y 4M 6D 2Y 10M 13D Aditya Birla Sun Life Corporate Bond Fund Growth ₹119.28
↑ 0.10 ₹24,390 1,000 2 3.3 4.9 7.3 7.4 7.72% 3Y 11M 8D 6Y 6M 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Corporate Bond Fund Franklin India Corporate Debt Fund BNP Paribas Corporate Bond Fund Nippon India Prime Debt Fund Aditya Birla Sun Life Corporate Bond Fund Point 1 Highest AUM (₹31,740 Cr). Bottom quartile AUM (₹1,346 Cr). Bottom quartile AUM (₹244 Cr). Lower mid AUM (₹9,393 Cr). Upper mid AUM (₹24,390 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (29 yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (29+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 5.86% (top quartile). 1Y return: 5.51% (upper mid). 1Y return: 5.50% (lower mid). 1Y return: 4.95% (bottom quartile). 1Y return: 4.91% (bottom quartile). Point 6 1M return: 0.84% (upper mid). 1M return: 0.72% (bottom quartile). 1M return: 0.72% (bottom quartile). 1M return: 0.73% (lower mid). 1M return: 0.98% (top quartile). Point 7 Sharpe: -0.83 (upper mid). Sharpe: -0.77 (top quartile). Sharpe: -1.04 (lower mid). Sharpe: -1.43 (bottom quartile). Sharpe: -1.30 (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): 7.91% (top quartile). Yield to maturity (debt): 7.91% (upper mid). Yield to maturity (debt): 7.44% (bottom quartile). Yield to maturity (debt): 7.90% (lower mid). Yield to maturity (debt): 7.72% (bottom quartile). Point 10 Modified duration: 3.36 yrs (bottom quartile). Modified duration: 1.39 yrs (top quartile). Modified duration: 2.07 yrs (upper mid). Modified duration: 2.35 yrs (lower mid). Modified duration: 3.94 yrs (bottom quartile). ICICI Prudential Corporate Bond Fund
Franklin India Corporate Debt Fund
BNP Paribas Corporate Bond Fund
Nippon India Prime Debt Fund
Aditya Birla Sun Life Corporate Bond Fund
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 ₹54.8304
↑ 0.05 ₹258 1,000 1.7 7.9 10 16 21 0% 2Y 3M 27D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.1758
↑ 0.02 ₹1,391 1,000 2.2 4.5 11.9 12.2 13.4 8.4% 1Y 10M 13D 2Y 6M Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 5,000 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹2,072.6
↑ 2.11 ₹160 5,000 3.1 4.5 6.8 8.5 9.2 7.96% 2Y 7M 20D 3Y 7M 10D ICICI Prudential Regular Savings Fund Growth ₹34.5027
↑ 0.04 ₹6,005 10,000 2.1 3.7 7.8 8.4 9.5 8.93% 2Y 14D 3Y 1M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 Invesco India Credit Risk Fund ICICI Prudential Regular Savings Fund Point 1 Lower mid AUM (₹258 Cr). Upper mid AUM (₹1,391 Cr). Bottom quartile AUM (₹104 Cr). Bottom quartile AUM (₹160 Cr). Highest AUM (₹6,005 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (11+ yrs). Established history (15+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 9.99% (upper mid). 1Y return: 11.93% (top quartile). 1Y return: 7.45% (bottom quartile). 1Y return: 6.77% (bottom quartile). 1Y return: 7.85% (lower mid). Point 6 1M return: 1.27% (top quartile). 1M return: 1.07% (upper mid). 1M return: 0.91% (bottom quartile). 1M return: 0.78% (bottom quartile). 1M return: 0.97% (lower mid). Point 7 Sharpe: 0.57 (lower mid). Sharpe: 1.60 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: -0.13 (bottom quartile). Sharpe: 0.95 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.40% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.96% (lower mid). Yield to maturity (debt): 8.93% (top quartile). Point 10 Modified duration: 2.33 yrs (bottom quartile). Modified duration: 1.87 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.64 yrs (bottom quartile). Modified duration: 2.04 yrs (lower mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
Invesco India Credit Risk Fund
ICICI Prudential Regular Savings Fund
മികച്ച ലംപ്സം ഹൈബ്രിഡ് ഫണ്ടുകൾ 2022 - 2023
വ്യത്യസ്ത വിഭാഗങ്ങളിൽ നിന്നുള്ള ഏറ്റവും ഉയർന്ന റാങ്കുള്ള ഫണ്ടുകൾ ചുവടെയുണ്ട്. അഗ്രസീവ്, കൺസർവേറ്റീവ്, ആർബിട്രേജ്, ഡൈനാമിക് അലോക്കേഷൻ, മൾട്ടി അസറ്റ്, ഇക്വിറ്റി സേവിംഗ്സ്, സൊല്യൂഷൻ ഓറിയന്റഡ്
ഹൈബ്രിഡ്സ്കീമുകൾ.
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 ₹41.95
↓ -0.11 ₹1,482 5,000 6.6 11 7.8 18.6 14 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 SBI Multi Asset Allocation Fund Growth ₹66.6898
↑ 0.02 ₹18,290 5,000 1.4 0.7 10.7 15.8 13.2 18.6 ICICI Prudential Multi-Asset Fund Growth ₹809.607
↑ 2.28 ₹84,165 5,000 0.3 -1 6.4 15.7 17.1 18.6 ICICI Prudential Equity and Debt Fund Growth ₹406.49
↑ 0.15 ₹50,033 5,000 1.3 -0.2 3.2 15.4 16.4 13.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund SBI Multi Asset Allocation Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund Point 1 Bottom quartile AUM (₹1,482 Cr). Bottom quartile AUM (₹1,954 Cr). Lower mid AUM (₹18,290 Cr). Highest AUM (₹84,165 Cr). Upper mid AUM (₹50,033 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (26+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.99% (bottom quartile). 5Y return: 14.20% (lower mid). 5Y return: 13.19% (bottom quartile). 5Y return: 17.06% (top quartile). 5Y return: 16.41% (upper mid). Point 6 3Y return: 18.63% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.76% (lower mid). 3Y return: 15.66% (bottom quartile). 3Y return: 15.39% (bottom quartile). Point 7 1Y return: 7.76% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: 10.67% (upper mid). 1Y return: 6.40% (bottom quartile). 1Y return: 3.20% (bottom quartile). Point 8 1M return: 2.12% (top quartile). 1M return: 1.80% (upper mid). 1M return: 0.13% (bottom quartile). 1M return: 0.86% (bottom quartile). 1M return: 1.52% (lower mid). Point 9 Alpha: 0.00 (lower mid). Alpha: 5.81 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.75 (upper mid). Point 10 Sharpe: 0.50 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.18 (bottom quartile). Sharpe: -0.21 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
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 ₹41.95
↓ -0.11 ₹1,482 5,000 6.6 11 7.8 18.6 14 -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 ₹406.49
↑ 0.15 ₹50,033 5,000 1.3 -0.2 3.2 15.4 16.4 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 16 Jul 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 (₹50,033 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (26 yrs). Established history (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: 13.99% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 16.41% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). Point 6 3Y return: 18.63% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.39% (lower mid). 3Y return: 14.43% (bottom quartile). 3Y return: 14.26% (bottom quartile). Point 7 1Y return: 7.76% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: 3.20% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). Point 8 1M return: 2.12% (top quartile). 1M return: 1.80% (lower mid). 1M return: 1.52% (bottom quartile). 1M return: 2.10% (upper mid). 1M return: -2.79% (bottom quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 5.81 (upper mid). Alpha: 1.75 (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: -0.21 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). 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
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 ₹41.95
↓ -0.11 ₹1,482 5,000 6.6 11 7.8 18.6 14 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 SBI Multi Asset Allocation Fund Growth ₹66.6898
↑ 0.02 ₹18,290 5,000 1.4 0.7 10.7 15.8 13.2 18.6 ICICI Prudential Multi-Asset Fund Growth ₹809.607
↑ 2.28 ₹84,165 5,000 0.3 -1 6.4 15.7 17.1 18.6 ICICI Prudential Equity and Debt Fund Growth ₹406.49
↑ 0.15 ₹50,033 5,000 1.3 -0.2 3.2 15.4 16.4 13.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund SBI Multi Asset Allocation Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund Point 1 Bottom quartile AUM (₹1,482 Cr). Bottom quartile AUM (₹1,954 Cr). Lower mid AUM (₹18,290 Cr). Highest AUM (₹84,165 Cr). Upper mid AUM (₹50,033 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (26+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.99% (bottom quartile). 5Y return: 14.20% (lower mid). 5Y return: 13.19% (bottom quartile). 5Y return: 17.06% (top quartile). 5Y return: 16.41% (upper mid). Point 6 3Y return: 18.63% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.76% (lower mid). 3Y return: 15.66% (bottom quartile). 3Y return: 15.39% (bottom quartile). Point 7 1Y return: 7.76% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: 10.67% (upper mid). 1Y return: 6.40% (bottom quartile). 1Y return: 3.20% (bottom quartile). Point 8 1M return: 2.12% (top quartile). 1M return: 1.80% (upper mid). 1M return: 0.13% (bottom quartile). 1M return: 0.86% (bottom quartile). 1M return: 1.52% (lower mid). Point 9 Alpha: 0.00 (lower mid). Alpha: 5.81 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.75 (upper mid). Point 10 Sharpe: 0.50 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.18 (bottom quartile). Sharpe: -0.21 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
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 ₹33.9017
↓ -0.01 ₹28,062 5,000 1.4 2.9 6 6.9 6.2 6.5 Kotak Equity Arbitrage Fund Growth ₹39.8013
↓ 0.00 ₹72,079 5,000 1.4 3 5.9 7 6.2 6.4 HDFC Arbitrage Fund Growth ₹32.531
↓ -0.01 ₹25,085 100,000 1.3 2.9 5.9 6.9 6 6.3 UTI Arbitrage Fund Growth ₹37.2129
↓ -0.01 ₹10,991 5,000 1.3 2.9 5.9 6.9 6 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹36.43
↓ 0.00 ₹32,260 5,000 1.3 2.9 5.9 6.9 6 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Arbitrage Fund Kotak Equity Arbitrage Fund HDFC Arbitrage Fund UTI Arbitrage Fund ICICI Prudential Equity Arbitrage Fund Point 1 Lower mid AUM (₹28,062 Cr). Highest AUM (₹72,079 Cr). Bottom quartile AUM (₹25,085 Cr). Bottom quartile AUM (₹10,991 Cr). Upper mid AUM (₹32,260 Cr). Point 2 Established history (19+ yrs). Oldest track record among peers (20 yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 6.23% (top quartile). 5Y return: 6.21% (upper mid). 5Y return: 6.01% (bottom quartile). 5Y return: 6.03% (bottom quartile). 5Y return: 6.04% (lower mid). Point 6 3Y return: 6.89% (lower mid). 3Y return: 6.98% (top quartile). 3Y return: 6.87% (bottom quartile). 3Y return: 6.92% (upper mid). 3Y return: 6.87% (bottom quartile). Point 7 1Y return: 5.96% (top quartile). 1Y return: 5.90% (upper mid). 1Y return: 5.89% (lower mid). 1Y return: 5.88% (bottom quartile). 1Y return: 5.87% (bottom quartile). Point 8 1M return: 0.51% (upper mid). 1M return: 0.51% (lower mid). 1M return: 0.49% (bottom quartile). 1M return: 0.48% (bottom quartile). 1M return: 0.52% (top 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: -0.08 (top quartile). Sharpe: -0.28 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.21 (upper mid). Sharpe: -0.30 (bottom quartile). Invesco India Arbitrage Fund
Kotak Equity Arbitrage Fund
HDFC Arbitrage Fund
UTI Arbitrage Fund
ICICI Prudential Equity Arbitrage Fund
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 ₹22.2464
↑ 0.01 ₹136 5,000 1.5 3.1 5.7 12.6 10.7 14.1 ICICI Prudential Balanced Advantage Fund Growth ₹77.7
↓ -0.11 ₹70,570 5,000 1.3 0.5 4.9 11.5 10.8 12.2 Axis Dynamic Equity Fund Growth ₹21.45
↓ -0.02 ₹3,750 5,000 1.6 -0.2 1.9 11.4 9.8 7 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹111.94
↓ -0.18 ₹9,253 1,000 2.8 2.3 4.3 11.2 9.6 10.1 Nippon India Balanced Advantage Fund Growth ₹183.206
↑ 0.05 ₹9,574 5,000 2.6 1.8 3.3 10.7 9.3 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund ICICI Prudential Balanced Advantage Fund Axis Dynamic Equity Fund Aditya Birla Sun Life Balanced Advantage Fund Nippon India Balanced Advantage Fund Point 1 Bottom quartile AUM (₹136 Cr). Highest AUM (₹70,570 Cr). Bottom quartile AUM (₹3,750 Cr). Lower mid AUM (₹9,253 Cr). Upper mid AUM (₹9,574 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Established history (8+ yrs). Oldest track record among peers (26 yrs). Established history (21+ yrs). Point 3 Not Rated. Top rated. Not 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: 10.66% (upper mid). 5Y return: 10.76% (top quartile). 5Y return: 9.80% (lower mid). 5Y return: 9.61% (bottom quartile). 5Y return: 9.28% (bottom quartile). Point 6 3Y return: 12.56% (top quartile). 3Y return: 11.48% (upper mid). 3Y return: 11.39% (lower mid). 3Y return: 11.16% (bottom quartile). 3Y return: 10.71% (bottom quartile). Point 7 1Y return: 5.66% (top quartile). 1Y return: 4.93% (upper mid). 1Y return: 1.90% (bottom quartile). 1Y return: 4.30% (lower mid). 1Y return: 3.34% (bottom quartile). Point 8 1M return: 0.73% (bottom quartile). 1M return: 1.12% (lower mid). 1M return: 1.04% (bottom quartile). 1M return: 1.67% (upper mid). 1M return: 1.72% (top 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: 0.15 (top quartile). Sharpe: -0.16 (lower mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.14 (upper mid). Sharpe: -0.34 (bottom quartile). Franklin India Multi - Asset Solution Fund
ICICI Prudential Balanced Advantage Fund
Axis Dynamic Equity Fund
Aditya Birla Sun Life Balanced Advantage Fund
Nippon India Balanced Advantage Fund
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 ₹66.6898
↑ 0.02 ₹18,290 5,000 1.4 0.7 10.7 15.8 13.2 18.6 ICICI Prudential Multi-Asset Fund Growth ₹809.607
↑ 2.28 ₹84,165 5,000 0.3 -1 6.4 15.7 17.1 18.6 UTI Multi Asset Fund Growth ₹78.0572
↓ -0.05 ₹6,922 5,000 0.7 -1.9 4.5 15.1 13.1 11.1 Edelweiss Multi Asset Allocation Fund Growth ₹64.51
↓ -0.08 ₹3,667 5,000 2.2 0.7 0.9 12.7 12.8 6 Axis Triple Advantage Fund Growth ₹44.4202
↓ -0.05 ₹2,293 5,000 1.4 -1 10.6 12.5 9.3 15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 (₹18,290 Cr). Highest AUM (₹84,165 Cr). Lower mid AUM (₹6,922 Cr). Bottom quartile AUM (₹3,667 Cr). Bottom quartile AUM (₹2,293 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: 13.19% (upper mid). 5Y return: 17.06% (top quartile). 5Y return: 13.09% (lower mid). 5Y return: 12.76% (bottom quartile). 5Y return: 9.29% (bottom quartile). Point 6 3Y return: 15.76% (top quartile). 3Y return: 15.66% (upper mid). 3Y return: 15.14% (lower mid). 3Y return: 12.71% (bottom quartile). 3Y return: 12.51% (bottom quartile). Point 7 1Y return: 10.67% (top quartile). 1Y return: 6.40% (lower mid). 1Y return: 4.48% (bottom quartile). 1Y return: 0.88% (bottom quartile). 1Y return: 10.55% (upper mid). Point 8 1M return: 0.13% (bottom quartile). 1M return: 0.86% (upper mid). 1M return: -0.32% (bottom quartile). 1M return: 1.24% (top quartile). 1M return: 0.77% (lower mid). 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: 0.78 (top quartile). Sharpe: 0.18 (lower mid). Sharpe: 0.13 (bottom quartile). Sharpe: -0.27 (bottom quartile). Sharpe: 0.48 (upper mid). SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
Edelweiss Multi Asset Allocation Fund
Axis Triple Advantage Fund
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 ₹26.9467
↓ -0.03 ₹1,365 5,000 2.9 3.6 6.5 10.6 8.8 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 ₹27.3936
↑ 0.03 ₹10,108 5,000 2 1 4.5 9.6 9.5 7.9 SBI Equity Savings Fund Growth ₹24.6314
↓ -0.02 ₹5,643 1,000 0.9 1.2 1.7 8.8 8.2 5 Axis Equity Saver Fund Growth ₹23.01 ₹863 5,000 2.8 1.6 3.8 8.6 7.6 5.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 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 (₹1,365 Cr). Bottom quartile AUM (₹285 Cr). Highest AUM (₹10,108 Cr). Upper mid AUM (₹5,643 Cr). Bottom quartile AUM (₹863 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (29 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: 8.83% (upper mid). 5Y return: 8.02% (bottom quartile). 5Y return: 9.49% (top quartile). 5Y return: 8.20% (lower mid). 5Y return: 7.60% (bottom quartile). Point 6 3Y return: 10.64% (top quartile). 3Y return: 9.85% (upper mid). 3Y return: 9.60% (lower mid). 3Y return: 8.76% (bottom quartile). 3Y return: 8.59% (bottom quartile). Point 7 1Y return: 6.51% (upper mid). 1Y return: 6.88% (top quartile). 1Y return: 4.51% (lower mid). 1Y return: 1.71% (bottom quartile). 1Y return: 3.84% (bottom quartile). Point 8 1M return: 1.12% (upper mid). 1M return: 0.34% (bottom quartile). 1M return: 1.12% (lower mid). 1M return: 0.36% (bottom quartile). 1M return: 1.46% (top 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: 0.16 (top quartile). Sharpe: 0.00 (upper mid). Sharpe: -0.09 (lower mid). Sharpe: -0.63 (bottom quartile). Sharpe: -0.58 (bottom quartile). Edelweiss Equity Savings Fund
Tata Equity Savings Fund
Kotak Equity Savings Fund
SBI Equity Savings Fund
Axis Equity Saver Fund
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 ₹327.97
↓ -0.23 ₹1,408 5,000 1.7 1.3 -1.7 14.2 12.9 8.3 HDFC Retirement Savings Fund - Equity Plan Growth ₹48.691
↓ -0.02 ₹6,660 5,000 0.2 -4.6 -4.9 10.3 12.2 5.2 Tata Retirement Savings Fund - Progressive Growth ₹68.2593
↓ -0.24 ₹2,132 5,000 7.5 5.7 2.4 13.8 10.9 -1.2 SBI Magnum Children's Benefit Plan Growth ₹118.534
↑ 0.08 ₹139 5,000 5.2 7.2 7.1 12.2 10.8 3.2 Tata Retirement Savings Fund-Moderate Growth ₹67.2773
↓ -0.25 ₹2,145 5,000 6.6 4.9 2.9 12.7 10.6 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Child Care Plan (Gift) HDFC Retirement Savings Fund - Equity Plan Tata Retirement Savings Fund - Progressive SBI Magnum Children's Benefit Plan Tata Retirement Savings Fund-Moderate Point 1 Bottom quartile AUM (₹1,408 Cr). Highest AUM (₹6,660 Cr). Lower mid AUM (₹2,132 Cr). Bottom quartile AUM (₹139 Cr). Upper mid AUM (₹2,145 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (10+ yrs). Established history (14+ yrs). Established history (24+ 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: 12.85% (top quartile). 5Y return: 12.24% (upper mid). 5Y return: 10.95% (lower mid). 5Y return: 10.81% (bottom quartile). 5Y return: 10.60% (bottom quartile). Point 6 3Y return: 14.22% (top quartile). 3Y return: 10.34% (bottom quartile). 3Y return: 13.78% (upper mid). 3Y return: 12.18% (bottom quartile). 3Y return: 12.75% (lower mid). Point 7 1Y return: -1.71% (bottom quartile). 1Y return: -4.89% (bottom quartile). 1Y return: 2.37% (lower mid). 1Y return: 7.14% (top quartile). 1Y return: 2.90% (upper mid). Point 8 1M return: -0.03% (bottom quartile). 1M return: 1.10% (bottom quartile). 1M return: 2.30% (upper mid). 1M return: 2.95% (top quartile). 1M return: 2.10% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: -7.14 (bottom quartile). Alpha: 2.66 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.07 (upper mid). Sharpe: -0.67 (bottom quartile). Sharpe: -0.06 (top quartile). Sharpe: -0.32 (bottom quartile). Sharpe: -0.08 (lower mid). ICICI Prudential Child Care Plan (Gift)
HDFC Retirement Savings Fund - Equity Plan
Tata Retirement Savings Fund - Progressive
SBI Magnum Children's Benefit Plan
Tata Retirement Savings Fund-Moderate
1 മാസത്തെ മികച്ച ലംപ് സം മ്യൂച്വൽ ഫണ്ട്
(Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Healthcare Opportunities Fund Below is the key information for SBI Healthcare Opportunities Fund Returns up to 1 year are on (Erstwhile UTI Pharma & Healthcare Fund) The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors. Research Highlights for UTI Healthcare Fund Below is the key information for UTI Healthcare Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. Research Highlights for TATA India Pharma & Healthcare Fund Below is the key information for TATA India Pharma & Healthcare Fund Returns up to 1 year are on The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies. Research Highlights for Nippon India Pharma Fund Below is the key information for Nippon India Pharma Fund Returns up to 1 year are on 1. SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (15 Jul 26) ₹504.895 ↑ 3.16 (0.63 %) Net Assets (Cr) ₹4,566 on 31 May 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.97 Sharpe Ratio 0.36 Information Ratio -0.4 Alpha Ratio -0.04 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹8,662 30 Jun 23 ₹11,165 30 Jun 24 ₹15,491 30 Jun 25 ₹18,739 30 Jun 26 ₹21,357 Returns for SBI Healthcare Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jul 26 Duration Returns 1 Month 7.5% 3 Month 18.1% 6 Month 19.9% 1 Year 14.8% 3 Year 23.8% 5 Year 16.6% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.5% 2024 42.2% 2023 38.2% 2022 -6% 2021 20.1% 2020 65.8% 2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Tanmaya Desai 1 Jun 11 15.09 Yr. Data below for SBI Healthcare Opportunities Fund as on 31 May 26
Equity Sector Allocation
Sector Value Health Care 88.67% Basic Materials 8.82% Asset Allocation
Asset Class Value Cash 2.45% Equity 97.49% Debt 0.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA11% ₹504 Cr 2,800,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB7% ₹300 Cr 450,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5433496% ₹282 Cr 900,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 26 | APOLLOHOSP5% ₹245 Cr 300,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH5% ₹217 Cr 2,250,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Mar 26 | AUROPHARMA4% ₹178 Cr 1,250,000
↑ 250,000 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | ASTERDM4% ₹175 Cr 2,400,000 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Aug 23 | LAURUSLABS4% ₹163 Cr 1,200,000 Biocon Ltd (Healthcare)
Equity, Since 30 Nov 24 | BIOCON4% ₹161 Cr 3,750,000 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | TORNTPHARM3% ₹159 Cr 360,000 2. UTI Healthcare Fund
UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (16 Jul 26) ₹335.106 ↑ 1.17 (0.35 %) Net Assets (Cr) ₹1,217 on 31 May 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio 0.42 Information Ratio 0.08 Alpha Ratio 0.91 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹8,478 30 Jun 23 ₹10,006 30 Jun 24 ₹14,264 30 Jun 25 ₹17,337 30 Jun 26 ₹19,764 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jul 26 Duration Returns 1 Month 7.4% 3 Month 18% 6 Month 20.7% 1 Year 13.4% 3 Year 26% 5 Year 14.5% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.1% 2024 42.9% 2023 38.2% 2022 -12.3% 2021 19.1% 2020 67.4% 2019 1.2% 2018 -7.5% 2017 6.2% 2016 -9.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 4.17 Yr. Data below for UTI Healthcare Fund as on 31 May 26
Equity Sector Allocation
Sector Value Health Care 94.45% Asset Allocation
Asset Class Value Cash 5.55% Equity 94.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA9% ₹108 Cr 600,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB5% ₹59 Cr 88,814
↑ 28,076 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | AJANTPHARM5% ₹57 Cr 195,295
↓ -41,216 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND4% ₹48 Cr 215,251 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | LUPIN4% ₹46 Cr 203,834
↓ -6,166 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP4% ₹43 Cr 53,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY3% ₹38 Cr 290,000 Caplin Point Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 23 | CAPLIPOINT3% ₹37 Cr 185,000
↑ 39,847 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 21 | ALKEM3% ₹37 Cr 68,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | FORTIS3% ₹37 Cr 400,000 3. TATA India Pharma & Healthcare Fund
TATA India Pharma & Healthcare Fund
Growth Launch Date 28 Dec 15 NAV (16 Jul 26) ₹33.3324 ↑ 0.09 (0.27 %) Net Assets (Cr) ₹1,387 on 31 May 26 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.17 Sharpe Ratio 0.14 Information Ratio -0.62 Alpha Ratio -7.02 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹8,951 30 Jun 23 ₹10,628 30 Jun 24 ₹15,238 30 Jun 25 ₹17,550 30 Jun 26 ₹18,791 Returns for TATA India Pharma & Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jul 26 Duration Returns 1 Month 6.2% 3 Month 13.6% 6 Month 12.1% 1 Year 7.8% 3 Year 21.4% 5 Year 13.3% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -4.9% 2024 40.4% 2023 36.6% 2022 -8% 2021 19.1% 2020 64.4% 2019 5.5% 2018 -2.6% 2017 4.7% 2016 -14.7% Fund Manager information for TATA India Pharma & Healthcare Fund
Name Since Tenure Rajat Srivastava 16 Sep 24 1.79 Yr. Data below for TATA India Pharma & Healthcare Fund as on 31 May 26
Equity Sector Allocation
Sector Value Health Care 93.6% Basic Materials 3.96% Consumer Defensive 1.35% Financial Services 0.4% Asset Allocation
Asset Class Value Cash 0.7% Equity 99.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA9% ₹130 Cr 723,130 HealthCare Global Enterprises Ltd (Healthcare)
Equity, Since 31 Dec 18 | HCG6% ₹81 Cr 1,276,727
↑ 15,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB6% ₹80 Cr 120,600 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 25 | ABBOTINDIA5% ₹75 Cr 27,953 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 20 | CIPLA5% ₹72 Cr 512,754 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 25 | MAXHEALTH5% ₹67 Cr 690,488 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP5% ₹63 Cr 77,345
↑ 6,861 Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5435245% ₹63 Cr 454,338
↑ 7,205 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DRREDDY4% ₹56 Cr 428,116
↑ 54,652 Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | MANKIND4% ₹52 Cr 220,018 4. Nippon India Pharma Fund
Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (16 Jul 26) ₹567.354 ↑ 1.29 (0.23 %) Net Assets (Cr) ₹8,636 on 31 May 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.81 Sharpe Ratio 0.07 Information Ratio -0.93 Alpha Ratio -3.9 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹8,540 30 Jun 23 ₹10,376 30 Jun 24 ₹14,608 30 Jun 25 ₹16,993 30 Jun 26 ₹18,254 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jul 26 Duration Returns 1 Month 5.9% 3 Month 12.8% 6 Month 13.3% 1 Year 8.1% 3 Year 20.5% 5 Year 12.6% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.3% 2024 34% 2023 39.2% 2022 -9.9% 2021 23.9% 2020 66.4% 2019 1.7% 2018 3.6% 2017 7.6% 2016 -10.6% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 21.26 Yr. Kinjal Desai 25 May 18 8.11 Yr. Amber Singhania 11 Mar 26 0.31 Yr. Data below for Nippon India Pharma Fund as on 31 May 26
Equity Sector Allocation
Sector Value Health Care 97.92% Asset Allocation
Asset Class Value Cash 2.08% Equity 97.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA13% ₹1,153 Cr 6,406,349 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | LUPIN7% ₹631 Cr 2,783,991
↓ -100,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY7% ₹580 Cr 4,449,746 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | CIPLA6% ₹532 Cr 3,795,054
↑ 300,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB6% ₹501 Cr 750,754
↓ -100,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP5% ₹449 Cr 548,795 Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | MANKIND4% ₹340 Cr 1,431,195
↑ 300,000 Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDPLUS4% ₹317 Cr 3,545,229
↓ -82,048 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE3% ₹296 Cr 2,555,745 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | AJANTPHARM3% ₹277 Cr 946,323
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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