टॉप 10 सर्वोत्कृष्ट म्युच्युअल फंड गुंतवणूक कंपन्या 2022

Updated on August 29, 2025 , 199060 views

दम्युच्युअल फंड भारतातील उद्योग अनेक वर्षांपासून देशाच्या आर्थिक विकासात मोठी भूमिका बजावत आहेत. अलिकडच्या वर्षांत मोठ्या प्रमाणात गुंतवणुकीचे साक्षीदार झाले आहेत, विशेषत: गेल्या पाच वर्षांत उद्योगात मोठी भरभराट झाली आहे. जेव्हा गुंतवणूकदार गुंतवणुकीसाठी चांगल्या AMC चा शोध घेतात, तेव्हा त्यांना असे वाटते की चांगल्या ब्रँड नावाची AMC चांगला नफा देईल. पण, हे तांत्रिकदृष्ट्या खरे नाही. फंडांची कामगिरी त्यांच्या फंड व्यवस्थापकांचे कौशल्य, फंड हाऊसचा आकार, अशा विविध घटकांवर अवलंबून असते.नाही, गेल्या 10 वर्षांची कामगिरी, तारांकित फंड इ. अशा सर्व बाबींचा विचार करून, आम्ही भारतातील शीर्ष 10 AMC किंवा म्युच्युअल फंड गुंतवणूक कंपन्या आणि त्यांनी ऑफर केलेल्या सर्वोत्तम म्युच्युअल फंड योजनांची निवड केली आहे.

भारतातील सर्वोत्तम म्युच्युअल फंड कंपन्या

भारतातील शीर्ष म्युच्युअल फंड कंपन्या पहा-

SBI म्युच्युअल फंड

SBI म्युच्युअल फंड ही भारतातील एक प्रसिद्ध कंपनी आहे. कंपनी भारतीय म्युच्युअल फंड उद्योगात तीन दशकांहून अधिक काळापासून अस्तित्वात आहे. हे 1987 मध्ये लॉन्च केले गेले. SBI म्युच्युअल फंडाचा वापरकर्ता आधार 54 लाखांपेक्षा जास्त आहे. हे व्यक्तींच्या विविध गरजा पूर्ण करण्यासाठी विविध प्रकारच्या निधीमध्ये योजना ऑफर करते. SBI म्युच्युअल फंड योजनांमध्ये गुंतवणूक करू इच्छिणारे गुंतवणूकदार, तुमच्या गुंतवणूक गरजा आणि उद्दिष्टांनुसार तुम्ही निवडू शकता असे काही शीर्ष फंड येथे आहेत.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
SBI Debt Hybrid Fund Growth	₹72.4928 ↓ -0.05	₹9,799	500	0.5	6.4	4.6	9.9	11	11	-0.23
SBI Magnum Children's Benefit Plan Growth	₹108.973 ↓ -0.13	₹129	500	-0.3	5.2	3.9	12.4	13.1	17.4	0.17
SBI Small Cap Fund Growth	₹169.15 ↓ -0.65	₹35,563	500	0.4	15.3	-7.2	15.2	23.2	24.1	-0.63
SBI Credit Risk Fund Growth	₹46.0693 ↓ -0.04	₹2,221	500	1.3	4.4	8.1	8	7.1	8.1	2.43
SBI Magnum Constant Maturity Fund Growth	₹63.4319 ↓ -0.21	₹1,884	500	-1.7	3.4	7	7.5	5.8	9.1	0.97
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25
Note: Ratio's shown as on 31 Jul 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Magnum Children's Benefit Plan	SBI Small Cap Fund	SBI Credit Risk Fund	SBI Magnum Constant Maturity Fund
Point 1	Upper mid AUM (₹9,799 Cr).	Bottom quartile AUM (₹129 Cr).	Highest AUM (₹35,563 Cr).	Lower mid AUM (₹2,221 Cr).	Bottom quartile AUM (₹1,884 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (23+ yrs).	Established history (15+ yrs).	Established history (21+ yrs).	Established history (24+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately Low.
Point 5	5Y return: 11.05% (lower mid).	5Y return: 13.11% (upper mid).	5Y return: 23.17% (top quartile).	1Y return: 8.14% (top quartile).	1Y return: 7.01% (upper mid).
Point 6	3Y return: 9.93% (lower mid).	3Y return: 12.39% (upper mid).	3Y return: 15.16% (top quartile).	1M return: 0.17% (top quartile).	1M return: -1.23% (bottom quartile).
Point 7	1Y return: 4.57% (lower mid).	1Y return: 3.90% (bottom quartile).	1Y return: -7.23% (bottom quartile).	Sharpe: 2.43 (top quartile).	Sharpe: 0.97 (upper mid).
Point 8	1M return: -0.45% (upper mid).	1M return: -0.99% (lower mid).	Alpha: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Sharpe: -0.63 (bottom quartile).	Yield to maturity (debt): 7.93% (top quartile).	Yield to maturity (debt): 6.61% (bottom quartile).
Point 10	Sharpe: -0.23 (bottom quartile).	Sharpe: 0.17 (lower mid).	Information ratio: 0.00 (lower mid).	Modified duration: 2.17 yrs (upper mid).	Modified duration: 6.79 yrs (bottom quartile).

SBI Debt Hybrid Fund

Upper mid AUM (₹9,799 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 11.05% (lower mid).
3Y return: 9.93% (lower mid).
1Y return: 4.57% (lower mid).
1M return: -0.45% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.23 (bottom quartile).

SBI Magnum Children's Benefit Plan

Bottom quartile AUM (₹129 Cr).
Established history (23+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.11% (upper mid).
3Y return: 12.39% (upper mid).
1Y return: 3.90% (bottom quartile).
1M return: -0.99% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.17 (lower mid).

SBI Small Cap Fund

Highest AUM (₹35,563 Cr).
Established history (15+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.17% (top quartile).
3Y return: 15.16% (top quartile).
1Y return: -7.23% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.63 (bottom quartile).
Information ratio: 0.00 (lower mid).

SBI Credit Risk Fund

Lower mid AUM (₹2,221 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.14% (top quartile).
1M return: 0.17% (top quartile).
Sharpe: 2.43 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.93% (top quartile).
Modified duration: 2.17 yrs (upper mid).

SBI Magnum Constant Maturity Fund

Bottom quartile AUM (₹1,884 Cr).
Established history (24+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.01% (upper mid).
1M return: -1.23% (bottom quartile).
Sharpe: 0.97 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.61% (bottom quartile).
Modified duration: 6.79 yrs (bottom quartile).

ICICI प्रुडेन्शियल म्युच्युअल फंड

1993 मध्ये लॉन्च केलेला, ICICI म्युच्युअल फंड हा सर्वात मोठा फंड आहेमालमत्ता व्यवस्थापन कंपन्या देशात. फंड हाऊस कॉर्पोरेट आणि किरकोळ गुंतवणुकीसाठी एक विस्तृत स्पेक्ट्रम ऑफर करते. ICICI म्युच्युअल फंड कंपनी समाधानकारक उत्पादन समाधाने आणि नाविन्यपूर्ण योजना वितरीत करून मजबूत ग्राहक आधार राखत आहे. एएमसी द्वारे ऑफर केलेल्या विविध म्युच्युअल फंड योजना आहेत जसे इक्विटी, कर्ज, हायब्रीड,ELSS, द्रव इ.गुंतवणूक मध्ये

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
ICICI Prudential Long Term Plan Growth	₹37.0259 ↓ -0.07	₹15,051	100	-0.1	3.8	7.5	7.6	6.7	8.2	1.53
ICICI Prudential Banking and Financial Services Fund Growth	₹129.98 ↓ -0.36	₹9,930	100	-2.1	12.3	6.5	15.4	18.9	11.6	0.37
ICICI Prudential MIP 25 Growth	₹76.0022 ↓ -0.10	₹3,237	100	1.1	6.7	6.4	10.1	9.8	11.4	0.25
ICICI Prudential Nifty Next 50 Index Fund Growth	₹57.8341 ↓ -0.17	₹7,692	100	-1.7	15.5	-12.3	15.3	18.5	27.2	-0.75
ICICI Prudential Global Stable Equity Fund Growth	₹28.81 ↓ -0.02	₹86	1,000	5.5	5.2	10.1	11.4	11.9	5.7	0.44
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25
Note: Ratio's shown as on 31 Jul 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Long Term Plan	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential MIP 25	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential Global Stable Equity Fund
Point 1	Highest AUM (₹15,051 Cr).	Upper mid AUM (₹9,930 Cr).	Bottom quartile AUM (₹3,237 Cr).	Lower mid AUM (₹7,692 Cr).	Bottom quartile AUM (₹86 Cr).
Point 2	Established history (15+ yrs).	Established history (17+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	1Y return: 7.49% (upper mid).	5Y return: 18.94% (top quartile).	5Y return: 9.85% (bottom quartile).	5Y return: 18.50% (upper mid).	5Y return: 11.86% (lower mid).
Point 6	1M return: -0.66% (lower mid).	3Y return: 15.42% (top quartile).	3Y return: 10.06% (bottom quartile).	3Y return: 15.30% (upper mid).	3Y return: 11.38% (lower mid).
Point 7	Sharpe: 1.53 (top quartile).	1Y return: 6.54% (lower mid).	1Y return: 6.36% (bottom quartile).	1Y return: -12.26% (bottom quartile).	1Y return: 10.13% (top quartile).
Point 8	Information ratio: 0.00 (upper mid).	Alpha: -3.35 (bottom quartile).	1M return: -0.01% (upper mid).	1M return: -2.21% (bottom quartile).	Alpha: 0.00 (lower mid).
Point 9	Yield to maturity (debt): 7.32% (top quartile).	Sharpe: 0.37 (lower mid).	Alpha: 0.00 (upper mid).	Alpha: -1.04 (bottom quartile).	Sharpe: 0.44 (upper mid).
Point 10	Modified duration: 3.68 yrs (bottom quartile).	Information ratio: 0.18 (top quartile).	Sharpe: 0.25 (bottom quartile).	Sharpe: -0.74 (bottom quartile).	Information ratio: 0.00 (bottom quartile).

ICICI Prudential Long Term Plan

Highest AUM (₹15,051 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.49% (upper mid).
1M return: -0.66% (lower mid).
Sharpe: 1.53 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.32% (top quartile).
Modified duration: 3.68 yrs (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹9,930 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 18.94% (top quartile).
3Y return: 15.42% (top quartile).
1Y return: 6.54% (lower mid).
Alpha: -3.35 (bottom quartile).
Sharpe: 0.37 (lower mid).
Information ratio: 0.18 (top quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,237 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.85% (bottom quartile).
3Y return: 10.06% (bottom quartile).
1Y return: 6.36% (bottom quartile).
1M return: -0.01% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.25 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹7,692 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.50% (upper mid).
3Y return: 15.30% (upper mid).
1Y return: -12.26% (bottom quartile).
1M return: -2.21% (bottom quartile).
Alpha: -1.04 (bottom quartile).
Sharpe: -0.74 (bottom quartile).

ICICI Prudential Global Stable Equity Fund

Bottom quartile AUM (₹86 Cr).
Established history (11+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 11.86% (lower mid).
3Y return: 11.38% (lower mid).
1Y return: 10.13% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.44 (upper mid).
Information ratio: 0.00 (bottom quartile).

एचडीएफसी म्युच्युअल फंड

HDFC म्युच्युअल फंड हे भारतातील सर्वात प्रसिद्ध एएमसीपैकी एक आहे. त्याने 2000 मध्ये पहिली योजना सुरू केली आणि तेव्हापासून फंड हाऊसमध्ये आशादायक वाढ दिसून येत आहे. गेल्या काही वर्षांत, HDFC MF ने अनेक गुंतवणूकदारांचा विश्वास जिंकला आहे आणि भारतातील सर्वोच्च कामगिरी करणाऱ्यांमध्ये स्वतःला स्थान दिले आहे. एचडीएफसी म्युच्युअल फंडात गुंतवणूक करण्यास उत्सुक असलेले गुंतवणूकदार, निवडण्यासाठी काही उत्तम योजना येथे आहेत.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
HDFC Corporate Bond Fund Growth	₹32.7428 ↓ -0.03	₹35,968	300	0.1	4.1	7.9	7.5	6.4	8.6	1.46
HDFC Banking and PSU Debt Fund Growth	₹23.1776 ↓ -0.01	₹5,935	300	0.3	4.3	7.8	7.2	6.1	7.9	1.31
HDFC Credit Risk Debt Fund Growth	₹24.2851 ↓ -0.01	₹7,015	300	1.1	4.3	7.9	7.3	7.2	8.2	1.91
HDFC Equity Savings Fund Growth	₹65.626 ↓ -0.06	₹5,674	300	0.3	6.4	2.7	10.1	11.7	10.3	-0.58
HDFC Hybrid Debt Fund Growth	₹81.1038 ↓ -0.16	₹3,388	300	-1.8	4.3	2.5	10	10.7	10.5	-0.43
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25
Note: Ratio's shown as on 31 Jul 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Corporate Bond Fund	HDFC Banking and PSU Debt Fund	HDFC Credit Risk Debt Fund	HDFC Equity Savings Fund	HDFC Hybrid Debt Fund
Point 1	Highest AUM (₹35,968 Cr).	Lower mid AUM (₹5,935 Cr).	Upper mid AUM (₹7,015 Cr).	Bottom quartile AUM (₹5,674 Cr).	Bottom quartile AUM (₹3,388 Cr).
Point 2	Established history (15+ yrs).	Established history (11+ yrs).	Established history (11+ yrs).	Established history (20+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	1Y return: 7.85% (upper mid).	1Y return: 7.79% (lower mid).	1Y return: 7.92% (top quartile).	5Y return: 11.71% (top quartile).	5Y return: 10.73% (upper mid).
Point 6	1M return: -0.31% (bottom quartile).	1M return: -0.16% (upper mid).	1M return: 0.12% (top quartile).	3Y return: 10.11% (top quartile).	3Y return: 10.00% (upper mid).
Point 7	Sharpe: 1.46 (upper mid).	Sharpe: 1.31 (lower mid).	Sharpe: 1.91 (top quartile).	1Y return: 2.69% (bottom quartile).	1Y return: 2.54% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: -0.19% (lower mid).	1M return: -1.35% (bottom quartile).
Point 9	Yield to maturity (debt): 6.88% (lower mid).	Yield to maturity (debt): 6.78% (bottom quartile).	Yield to maturity (debt): 7.93% (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 4.20 yrs (bottom quartile).	Modified duration: 3.52 yrs (lower mid).	Modified duration: 2.49 yrs (top quartile).	Sharpe: -0.58 (bottom quartile).	Sharpe: -0.43 (bottom quartile).

HDFC Corporate Bond Fund

Highest AUM (₹35,968 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.85% (upper mid).
1M return: -0.31% (bottom quartile).
Sharpe: 1.46 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.88% (lower mid).
Modified duration: 4.20 yrs (bottom quartile).

HDFC Banking and PSU Debt Fund

Lower mid AUM (₹5,935 Cr).
Established history (11+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.79% (lower mid).
1M return: -0.16% (upper mid).
Sharpe: 1.31 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.78% (bottom quartile).
Modified duration: 3.52 yrs (lower mid).

HDFC Credit Risk Debt Fund

Upper mid AUM (₹7,015 Cr).
Established history (11+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 7.92% (top quartile).
1M return: 0.12% (top quartile).
Sharpe: 1.91 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.93% (top quartile).
Modified duration: 2.49 yrs (top quartile).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,674 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.71% (top quartile).
3Y return: 10.11% (top quartile).
1Y return: 2.69% (bottom quartile).
1M return: -0.19% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.58 (bottom quartile).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,388 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.73% (upper mid).
3Y return: 10.00% (upper mid).
1Y return: 2.54% (bottom quartile).
1M return: -1.35% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.43 (bottom quartile).

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डीएसपी ब्लॅकरॉक म्युच्युअल फंड

DSPBR ही जगातील सर्वात मोठी सूचीबद्ध AMC आहे. हे गुंतवणूकदारांच्या विविध गुंतवणूक गरजा पूर्ण करण्यासाठी विविध म्युच्युअल फंड योजना ऑफर करते. गुंतवणुकीच्या उत्कृष्टतेमध्ये दोन दशकांहून अधिक कामगिरीचा रेकॉर्ड आहे. येथे काही सर्वोत्तम कामगिरी करणाऱ्या DSPBR म्युच्युअल फंड योजना आहेत ज्यांचा तुम्ही गुंतवणूक करताना विचार करू शकता.

No Funds available.

आदित्य बिर्ला सन लाइफ म्युच्युअल फंड

बिर्ला सन लाइफ म्युच्युअल फंड सोल्यूशन्स ऑफर करतो जे गुंतवणूकदारांना त्यांचे आर्थिक यश मिळविण्यास मदत करू शकतात. फंड हाऊस कर बचत, वैयक्तिक बचत, संपत्ती निर्माण इत्यादीसारख्या विविध गुंतवणुकीच्या उद्दिष्टांमध्ये माहिर आहे. ते इक्विटी, डेट, हायब्रिड, ईएलएसएस, यांसारख्या म्युच्युअल फंड योजनांचे बंडल ऑफर करतात.लिक्विड फंड, इ. AMC नेहमी त्याच्या सातत्यपूर्ण कामगिरीसाठी ओळखले जाते. त्यामुळे, गुंतवणूकदार उत्तम परतावा मिळविण्यासाठी त्यांच्या पोर्टफोलिओमध्ये BSL म्युच्युअल फंडाच्या योजना जोडण्यास प्राधान्य देऊ शकतात.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Aditya Birla Sun Life Savings Fund Growth	₹554.641 ↑ 0.03	₹20,795	1,000	1.7	4	7.9	7.4	6.1	7.9	3.76
Aditya Birla Sun Life Money Manager Fund Growth	₹374.625 ↑ 0.04	₹29,515	1,000	1.7	4.1	7.9	7.5	6.1	7.8	3.35
Aditya Birla Sun Life Corporate Bond Fund Growth	₹113.433 ↓ -0.16	₹28,598	100	0	3.9	7.7	7.6	6.5	8.5	1.54
Aditya Birla Sun Life Regular Savings Fund Growth	₹66.8631 ↓ -0.08	₹1,524	500	0.7	6.3	6.7	9	10.8	10.5	0.38
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹58.25 ↓ -0.21	₹3,497	1,000	-2.9	12.2	3.3	15	18.7	8.7	0.09
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25
Note: Ratio's shown as on 31 Jul 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Banking And Financial Services Fund
Point 1	Lower mid AUM (₹20,795 Cr).	Highest AUM (₹29,515 Cr).	Upper mid AUM (₹28,598 Cr).	Bottom quartile AUM (₹1,524 Cr).	Bottom quartile AUM (₹3,497 Cr).
Point 2	Established history (22+ yrs).	Established history (19+ yrs).	Oldest track record among peers (28 yrs).	Established history (21+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: High.
Point 5	1Y return: 7.94% (top quartile).	1Y return: 7.89% (upper mid).	1Y return: 7.73% (lower mid).	5Y return: 10.79% (upper mid).	5Y return: 18.69% (top quartile).
Point 6	1M return: 0.45% (upper mid).	1M return: 0.47% (top quartile).	1M return: -0.39% (lower mid).	3Y return: 8.95% (upper mid).	3Y return: 14.98% (top quartile).
Point 7	Sharpe: 3.76 (top quartile).	Sharpe: 3.35 (upper mid).	Sharpe: 1.54 (lower mid).	1Y return: 6.70% (bottom quartile).	1Y return: 3.34% (bottom quartile).
Point 8	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	1M return: -0.45% (bottom quartile).	Alpha: -8.11 (bottom quartile).
Point 9	Yield to maturity (debt): 6.60% (lower mid).	Yield to maturity (debt): 6.17% (bottom quartile).	Yield to maturity (debt): 6.90% (upper mid).	Alpha: 0.75 (top quartile).	Sharpe: 0.09 (bottom quartile).
Point 10	Modified duration: 0.49 yrs (lower mid).	Modified duration: 0.47 yrs (upper mid).	Modified duration: 4.53 yrs (bottom quartile).	Sharpe: 0.38 (bottom quartile).	Information ratio: 0.19 (top quartile).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹20,795 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.94% (top quartile).
1M return: 0.45% (upper mid).
Sharpe: 3.76 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.60% (lower mid).
Modified duration: 0.49 yrs (lower mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹29,515 Cr).
Established history (19+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 7.89% (upper mid).
1M return: 0.47% (top quartile).
Sharpe: 3.35 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.17% (bottom quartile).
Modified duration: 0.47 yrs (upper mid).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹28,598 Cr).
Oldest track record among peers (28 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 7.73% (lower mid).
1M return: -0.39% (lower mid).
Sharpe: 1.54 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.90% (upper mid).
Modified duration: 4.53 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,524 Cr).
Established history (21+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.79% (upper mid).
3Y return: 8.95% (upper mid).
1Y return: 6.70% (bottom quartile).
1M return: -0.45% (bottom quartile).
Alpha: 0.75 (top quartile).
Sharpe: 0.38 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,497 Cr).
Established history (11+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 18.69% (top quartile).
3Y return: 14.98% (top quartile).
1Y return: 3.34% (bottom quartile).
Alpha: -8.11 (bottom quartile).
Sharpe: 0.09 (bottom quartile).
Information ratio: 0.19 (top quartile).

म्युच्युअल फंड बॉक्स

1998 मध्ये लाँच झाल्यापासून, कोटक म्युच्युअल फंड भारतातील एक सुप्रसिद्ध AMC मध्ये विकसित झाला आहे. गुंतवणूकदारांच्या विविध गरजा पूर्ण करण्यासाठी कंपनी विविध म्युच्युअल फंड योजना ऑफर करते. म्युच्युअल फंडाच्या काही श्रेण्यांमध्ये इक्विटी, डेट, हायब्रिड, लिक्विड, ईएलएसएस इत्यादींचा समावेश होतो. गुंतवणूकदार त्यांच्या गुंतवणुकीचे नियोजन करू शकतात आणि कोटक म्युच्युअल फंडाच्या या उत्कृष्ट कामगिरी करणाऱ्या योजनांचा संदर्भ घेऊ शकतात.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Kotak Standard Multicap Fund Growth	₹82.518 ↓ -0.19	₹53,293	500	-1.3	15.3	-0.2	16.2	18.2	16.5	-0.31
Kotak Equity Opportunities Fund Growth	₹332.194 ↓ -0.87	₹28,084	1,000	-0.2	15.2	-2.7	18.3	21.2	24.2	-0.4
Kotak Corporate Bond Fund Standard Growth	₹3,805.42 ↓ -2.77	₹17,811	1,000	0.5	4.4	8.2	7.5	6.2	8.3	1.8
Kotak Money Market Scheme Growth	₹4,546.11 ↑ 0.44	₹35,215	1,000	1.6	4.1	7.9	7.5	6.1	7.7	3.07
Kotak Banking and PSU Debt fund Growth	₹65.8476 ↓ -0.05	₹5,983	1,000	0.3	4.3	7.8	7.3	6.2	8	1.39
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25
Note: Ratio's shown as on 31 Jul 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Kotak Equity Opportunities Fund	Kotak Corporate Bond Fund Standard	Kotak Money Market Scheme	Kotak Banking and PSU Debt fund
Point 1	Highest AUM (₹53,293 Cr).	Lower mid AUM (₹28,084 Cr).	Bottom quartile AUM (₹17,811 Cr).	Upper mid AUM (₹35,215 Cr).	Bottom quartile AUM (₹5,983 Cr).
Point 2	Established history (15+ yrs).	Established history (20+ yrs).	Established history (17+ yrs).	Established history (22+ yrs).	Oldest track record among peers (26 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.
Point 5	5Y return: 18.25% (upper mid).	5Y return: 21.20% (top quartile).	1Y return: 8.22% (top quartile).	1Y return: 7.86% (upper mid).	1Y return: 7.81% (lower mid).
Point 6	3Y return: 16.19% (upper mid).	3Y return: 18.29% (top quartile).	1M return: -0.12% (upper mid).	1M return: 0.45% (top quartile).	1M return: -0.18% (lower mid).
Point 7	1Y return: -0.16% (bottom quartile).	1Y return: -2.71% (bottom quartile).	Sharpe: 1.80 (upper mid).	Sharpe: 3.07 (top quartile).	Sharpe: 1.39 (lower mid).
Point 8	Alpha: 2.01 (top quartile).	Alpha: -0.14 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: -0.31 (bottom quartile).	Sharpe: -0.40 (bottom quartile).	Yield to maturity (debt): 6.83% (top quartile).	Yield to maturity (debt): 6.14% (lower mid).	Yield to maturity (debt): 6.82% (upper mid).
Point 10	Information ratio: 0.24 (top quartile).	Information ratio: 0.06 (upper mid).	Modified duration: 3.26 yrs (bottom quartile).	Modified duration: 0.53 yrs (lower mid).	Modified duration: 3.43 yrs (bottom quartile).

Kotak Standard Multicap Fund

Highest AUM (₹53,293 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.25% (upper mid).
3Y return: 16.19% (upper mid).
1Y return: -0.16% (bottom quartile).
Alpha: 2.01 (top quartile).
Sharpe: -0.31 (bottom quartile).
Information ratio: 0.24 (top quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹28,084 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.20% (top quartile).
3Y return: 18.29% (top quartile).
1Y return: -2.71% (bottom quartile).
Alpha: -0.14 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: 0.06 (upper mid).

Kotak Corporate Bond Fund Standard

Bottom quartile AUM (₹17,811 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.22% (top quartile).
1M return: -0.12% (upper mid).
Sharpe: 1.80 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.83% (top quartile).
Modified duration: 3.26 yrs (bottom quartile).

Kotak Money Market Scheme

Upper mid AUM (₹35,215 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 7.86% (upper mid).
1M return: 0.45% (top quartile).
Sharpe: 3.07 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.14% (lower mid).
Modified duration: 0.53 yrs (lower mid).

Kotak Banking and PSU Debt fund

Bottom quartile AUM (₹5,983 Cr).
Oldest track record among peers (26 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.81% (lower mid).
1M return: -0.18% (lower mid).
Sharpe: 1.39 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.82% (upper mid).
Modified duration: 3.43 yrs (bottom quartile).

L&T म्युच्युअल फंड

L&T म्युच्युअल फंड गुंतवणूक आणि जोखीम व्यवस्थापनासाठी शिस्तबद्ध दृष्टीकोन पाळतो. कंपनी उच्च दीर्घकालीन जोखीम-समायोजित कामगिरी प्रदान करण्यावर भर देते. एएमसी 1997 मध्ये लाँच करण्यात आली आणि तेव्हापासून तिच्या गुंतवणूकदारांमध्ये प्रचंड विश्वास निर्माण झाला आहे. गुंतवणूकदार इक्विटी, कर्ज, यांसारख्या अनेक पर्यायांमधून योजना निवडू शकतात.हायब्रीड फंड, इ. काही सर्वोत्तम कामगिरी करणाऱ्या योजना आहेत:

No Funds available.

टाटा म्युच्युअल फंड

टाटा म्युच्युअल फंड दोन दशकांहून अधिक काळ भारतात कार्यरत आहे. टाटा म्युच्युअल फंड हे भारतातील नामांकित फंड घराण्यांपैकी एक आहे. फंड हाऊस त्याच्या सातत्यपूर्ण कामगिरीसह अव्वल दर्जाच्या सेवेने लाखो ग्राहकांचा विश्वास जिंकण्यात यशस्वी झाले आहे. टाटा म्युच्युअल फंड इक्विटी, डेट, हायब्रीड, लिक्विड आणि ईएलएसएस यासारख्या विविध श्रेणी ऑफर करतो, गुंतवणूकदार त्यांच्या गुंतवणूकीच्या गरजा आणि उद्दिष्टांनुसार गुंतवणूक करू शकतात.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Tata Retirement Savings Fund-Moderate Growth	₹62.8148 ↓ -0.22	₹2,150	150	-1.1	11.7	-2.1	13.9	14.5	19.5	-0.37
Tata Retirement Savings Fund - Progressive Growth	₹63.446 ↓ -0.24	₹2,085	150	-1.7	13.1	-4.7	14.8	15.4	21.7	-0.41
Tata India Tax Savings Fund Growth	₹42.8712 ↓ -0.14	₹4,595	500	-1.8	11.9	-5	14.8	18.5	19.5	-0.42
Tata Equity PE Fund Growth	₹333.563 ↓ -0.73	₹8,608	150	-2	10.6	-10.5	18.1	20.1	21.7	-0.76
Tata Treasury Advantage Fund Growth	₹3,972.39 ↓ -0.36	₹3,285	500	1.4	3.9	7.6	7	5.8	7.4	2.55
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25
Note: Ratio's shown as on 31 Jul 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata India Tax Savings Fund	Tata Equity PE Fund	Tata Treasury Advantage Fund
Point 1	Bottom quartile AUM (₹2,150 Cr).	Bottom quartile AUM (₹2,085 Cr).	Upper mid AUM (₹4,595 Cr).	Highest AUM (₹8,608 Cr).	Lower mid AUM (₹3,285 Cr).
Point 2	Established history (13+ yrs).	Established history (13+ yrs).	Established history (10+ yrs).	Oldest track record among peers (21 yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 14.48% (bottom quartile).	5Y return: 15.41% (lower mid).	5Y return: 18.52% (upper mid).	5Y return: 20.07% (top quartile).	1Y return: 7.60% (top quartile).
Point 6	3Y return: 13.90% (bottom quartile).	3Y return: 14.81% (upper mid).	3Y return: 14.78% (lower mid).	3Y return: 18.14% (top quartile).	1M return: 0.33% (top quartile).
Point 7	1Y return: -2.09% (upper mid).	1Y return: -4.68% (lower mid).	1Y return: -5.05% (bottom quartile).	1Y return: -10.54% (bottom quartile).	Sharpe: 2.55 (top quartile).
Point 8	1M return: -2.02% (upper mid).	1M return: -2.39% (lower mid).	Alpha: 0.24 (top quartile).	Alpha: -5.15 (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Alpha: 0.00 (lower mid).	Alpha: 0.22 (upper mid).	Sharpe: -0.42 (bottom quartile).	Sharpe: -0.76 (bottom quartile).	Yield to maturity (debt): 6.30% (top quartile).
Point 10	Sharpe: -0.37 (upper mid).	Sharpe: -0.41 (lower mid).	Information ratio: -0.22 (bottom quartile).	Information ratio: 1.12 (top quartile).	Modified duration: 0.83 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,150 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.48% (bottom quartile).
3Y return: 13.90% (bottom quartile).
1Y return: -2.09% (upper mid).
1M return: -2.02% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.37 (upper mid).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,085 Cr).
Established history (13+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.41% (lower mid).
3Y return: 14.81% (upper mid).
1Y return: -4.68% (lower mid).
1M return: -2.39% (lower mid).
Alpha: 0.22 (upper mid).
Sharpe: -0.41 (lower mid).

Tata India Tax Savings Fund

Upper mid AUM (₹4,595 Cr).
Established history (10+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.52% (upper mid).
3Y return: 14.78% (lower mid).
1Y return: -5.05% (bottom quartile).
Alpha: 0.24 (top quartile).
Sharpe: -0.42 (bottom quartile).
Information ratio: -0.22 (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹8,608 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.07% (top quartile).
3Y return: 18.14% (top quartile).
1Y return: -10.54% (bottom quartile).
Alpha: -5.15 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 1.12 (top quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,285 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.60% (top quartile).
1M return: 0.33% (top quartile).
Sharpe: 2.55 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.30% (top quartile).
Modified duration: 0.83 yrs (bottom quartile).

रिलायन्स म्युच्युअल फंड

1995 मध्ये लॉन्च झाल्यापासून, रिलायन्स म्युच्युअल फंड ही देशातील सर्वात वेगाने वाढणारी म्युच्युअल फंड कंपनी आहे. फंड हाऊसचा सातत्यपूर्ण परताव्याचा प्रभावी ट्रॅक रेकॉर्ड आहे. रिलायन्स म्युच्युअल फंड विविध प्रकारच्या योजना ऑफर करते ज्या गुंतवणूकदारांच्या विविध गरजा पूर्ण करू शकतात. गुंतवणूकदार त्यांच्या गुंतवणुकीच्या उद्दिष्टांनुसार फंड निवडू शकतात आणि त्यांच्यानुसार गुंतवणूक करू शकतातजोखीम भूक.

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प्रिन्सिपल म्युच्युअल फंड

प्रिन्सिपल म्युच्युअल फंड विविध ऑफर देतेश्रेणी किरकोळ आणि संस्थात्मक गुंतवणूकदारांसाठी नाविन्यपूर्ण आर्थिक उपाय. ग्राहकांच्या विविध गरजा पूर्ण करण्यासाठी नवनवीन योजना आणण्याचे फंड हाऊसचे सतत उद्दिष्ट असते. प्रिन्सिपल म्युच्युअल फंड त्याच्या गुंतवणुकीच्या निर्णयांना समर्थन देण्यासाठी कठोर जोखीम-व्यवस्थापन धोरण आणि योग्य संशोधन तंत्र वापरते.

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.