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टॉप 10 सर्वोत्कृष्ट म्युच्युअल फंड गुंतवणूक कंपन्या 2022

Updated on September 18, 2025 , 199214 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.

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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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
SBI Debt Hybrid Fund Growth ₹73.2954
↓ -0.03 		₹9,859 500 1.95.94.71011.211-0.46
SBI Magnum Children's Benefit Plan Growth ₹110.174
↓ -0.03 		₹129 500 1.34.8412.513.217.4-0.57
SBI Small Cap Fund Growth ₹175.66
↓ -0.21 		₹35,245 500 4.513.7-5.515.223.924.1-0.72
SBI Multi Asset Allocation Fund Growth ₹61.0605
↑ 0.06 		₹10,262 500 3.8128.516.614.812.8-0.1
SBI Credit Risk Fund Growth ₹46.3285
↑ 0.02 		₹2,210 500 1.64.48.38.178.11.72
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25
Note: Ratio's shown as on 15 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Debt Hybrid FundSBI Magnum Children's Benefit PlanSBI Small Cap FundSBI Multi Asset Allocation FundSBI Credit Risk Fund
Point 1Lower mid AUM (₹9,859 Cr).Bottom quartile AUM (₹129 Cr).Highest AUM (₹35,245 Cr).Upper mid AUM (₹10,262 Cr).Bottom quartile AUM (₹2,210 Cr).
Point 2Oldest track record among peers (24 yrs).Established history (23+ yrs).Established history (16+ yrs).Established history (19+ yrs).Established history (21+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderate.
Point 55Y return: 11.16% (bottom quartile).5Y return: 13.25% (lower mid).5Y return: 23.86% (top quartile).5Y return: 14.76% (upper mid).1Y return: 8.34% (upper mid).
Point 63Y return: 9.97% (bottom quartile).3Y return: 12.48% (lower mid).3Y return: 15.23% (upper mid).3Y return: 16.59% (top quartile).1M return: 0.65% (bottom quartile).
Point 71Y return: 4.68% (lower mid).1Y return: 3.95% (bottom quartile).1Y return: -5.54% (bottom quartile).1Y return: 8.50% (top quartile).Sharpe: 1.72 (top quartile).
Point 81M return: 0.56% (bottom quartile).1M return: 0.76% (lower mid).Alpha: 0.00 (lower mid).1M return: 2.75% (top quartile).Information ratio: 0.00 (bottom quartile).
Point 9Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Sharpe: -0.72 (bottom quartile).Alpha: 0.00 (bottom quartile).Yield to maturity (debt): 8.17% (top quartile).
Point 10Sharpe: -0.46 (lower mid).Sharpe: -0.57 (bottom quartile).Information ratio: 0.00 (lower mid).Sharpe: -0.10 (upper mid).Modified duration: 2.24 yrs (upper mid).

SBI Debt Hybrid Fund

  • Lower mid AUM (₹9,859 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 5Y return: 11.16% (bottom quartile).
  • 3Y return: 9.97% (bottom quartile).
  • 1Y return: 4.68% (lower mid).
  • 1M return: 0.56% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.46 (lower mid).

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: 13.25% (lower mid).
  • 3Y return: 12.48% (lower mid).
  • 1Y return: 3.95% (bottom quartile).
  • 1M return: 0.76% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.57 (bottom quartile).

SBI Small Cap Fund

  • Highest AUM (₹35,245 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.86% (top quartile).
  • 3Y return: 15.23% (upper mid).
  • 1Y return: -5.54% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.72 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

SBI Multi Asset Allocation Fund

  • Upper mid AUM (₹10,262 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 14.76% (upper mid).
  • 3Y return: 16.59% (top quartile).
  • 1Y return: 8.50% (top quartile).
  • 1M return: 2.75% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.10 (upper mid).

SBI Credit Risk Fund

  • Bottom quartile AUM (₹2,210 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.34% (upper mid).
  • 1M return: 0.65% (bottom quartile).
  • Sharpe: 1.72 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.17% (top quartile).
  • Modified duration: 2.24 yrs (upper mid).

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
ICICI Prudential Long Term Plan Growth ₹37.3235
↑ 0.04 		₹14,905 100 0.93.87.67.76.78.20.47
ICICI Prudential MIP 25 Growth ₹77.0179
↓ -0.03 		₹3,261 100 2.56.76.910.310.111.4-0.06
ICICI Prudential Banking and Financial Services Fund Growth ₹134.01
↓ -0.52 		₹9,688 100 1.112.551521.411.60.03
ICICI Prudential Nifty Next 50 Index Fund Growth ₹61.3151
↑ 0.35 		₹7,650 100 6.212.8-6.416.320.327.2-0.87
ICICI Prudential Global Stable Equity Fund Growth ₹28.91
↑ 0.07 		₹89 1,000 5.15.68.313.512.45.70.42
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25
Note: Ratio's shown as on 15 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Long Term PlanICICI Prudential MIP 25ICICI Prudential Banking and Financial Services FundICICI Prudential Nifty Next 50 Index FundICICI Prudential Global Stable Equity Fund
Point 1Highest AUM (₹14,905 Cr).Bottom quartile AUM (₹3,261 Cr).Upper mid AUM (₹9,688 Cr).Lower mid AUM (₹7,650 Cr).Bottom quartile AUM (₹89 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (17+ yrs).Established history (15+ yrs).Established history (12+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.
Point 51Y return: 7.59% (upper mid).5Y return: 10.06% (bottom quartile).5Y return: 21.38% (top quartile).5Y return: 20.30% (upper mid).5Y return: 12.36% (lower mid).
Point 61M return: 0.59% (lower mid).3Y return: 10.25% (bottom quartile).3Y return: 14.98% (upper mid).3Y return: 16.28% (top quartile).3Y return: 13.49% (lower mid).
Point 7Sharpe: 0.47 (top quartile).1Y return: 6.87% (lower mid).1Y return: 5.04% (bottom quartile).1Y return: -6.37% (bottom quartile).1Y return: 8.32% (top quartile).
Point 8Information ratio: 0.00 (upper mid).1M return: 0.89% (upper mid).Alpha: -2.57 (bottom quartile).1M return: 2.70% (top quartile).Alpha: 0.00 (lower mid).
Point 9Yield to maturity (debt): 7.64% (top quartile).Alpha: 0.00 (upper mid).Sharpe: 0.03 (lower mid).Alpha: -1.04 (bottom quartile).Sharpe: 0.42 (upper mid).
Point 10Modified duration: 4.76 yrs (bottom quartile).Sharpe: -0.06 (bottom quartile).Information ratio: 0.32 (top quartile).Sharpe: -0.86 (bottom quartile).Information ratio: 0.00 (bottom quartile).

ICICI Prudential Long Term Plan

  • Highest AUM (₹14,905 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.59% (upper mid).
  • 1M return: 0.59% (lower mid).
  • Sharpe: 0.47 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.64% (top quartile).
  • Modified duration: 4.76 yrs (bottom quartile).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,261 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.06% (bottom quartile).
  • 3Y return: 10.25% (bottom quartile).
  • 1Y return: 6.87% (lower mid).
  • 1M return: 0.89% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.06 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Upper mid AUM (₹9,688 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: High.
  • 5Y return: 21.38% (top quartile).
  • 3Y return: 14.98% (upper mid).
  • 1Y return: 5.04% (bottom quartile).
  • Alpha: -2.57 (bottom quartile).
  • Sharpe: 0.03 (lower mid).
  • Information ratio: 0.32 (top quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Lower mid AUM (₹7,650 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.30% (upper mid).
  • 3Y return: 16.28% (top quartile).
  • 1Y return: -6.37% (bottom quartile).
  • 1M return: 2.70% (top quartile).
  • Alpha: -1.04 (bottom quartile).
  • Sharpe: -0.86 (bottom quartile).

ICICI Prudential Global Stable Equity Fund

  • Bottom quartile AUM (₹89 Cr).
  • Established history (12+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 12.36% (lower mid).
  • 3Y return: 13.49% (lower mid).
  • 1Y return: 8.32% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.42 (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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
HDFC Corporate Bond Fund Growth ₹32.8937
↑ 0.00 		₹35,700 300 0.84.17.77.66.38.60.68
HDFC Banking and PSU Debt Fund Growth ₹23.2547
↓ -0.01 		₹5,890 300 0.84.27.67.367.90.73
HDFC Credit Risk Debt Fund Growth ₹24.4299
↑ 0.01 		₹6,967 300 1.64.47.97.57.28.21.12
HDFC Equity Savings Fund Growth ₹66.717
↑ 0.01 		₹5,691 300 26.73.810.312.410.3-0.76
HDFC Hybrid Debt Fund Growth ₹82.2387
↓ -0.02 		₹3,359 300 0.543.610.211.210.5-0.85
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Corporate Bond FundHDFC Banking and PSU Debt FundHDFC Credit Risk Debt FundHDFC Equity Savings FundHDFC Hybrid Debt Fund
Point 1Highest AUM (₹35,700 Cr).Lower mid AUM (₹5,890 Cr).Upper mid AUM (₹6,967 Cr).Bottom quartile AUM (₹5,691 Cr).Bottom quartile AUM (₹3,359 Cr).
Point 2Established history (15+ yrs).Established history (11+ yrs).Established history (11+ yrs).Oldest track record among peers (21 yrs).Established history (21+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.
Point 51Y return: 7.66% (upper mid).1Y return: 7.56% (lower mid).1Y return: 7.86% (top quartile).5Y return: 12.45% (top quartile).5Y return: 11.23% (upper mid).
Point 61M return: 0.42% (bottom quartile).1M return: 0.33% (bottom quartile).1M return: 0.67% (lower mid).3Y return: 10.31% (top quartile).3Y return: 10.19% (upper mid).
Point 7Sharpe: 0.68 (lower mid).Sharpe: 0.73 (upper mid).Sharpe: 1.12 (top quartile).1Y return: 3.83% (bottom quartile).1Y return: 3.63% (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).1M return: 1.00% (top quartile).1M return: 0.69% (upper mid).
Point 9Yield to maturity (debt): 7.06% (lower mid).Yield to maturity (debt): 6.94% (bottom quartile).Yield to maturity (debt): 8.11% (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Modified duration: 4.17 yrs (bottom quartile).Modified duration: 3.43 yrs (lower mid).Modified duration: 2.36 yrs (top quartile).Sharpe: -0.76 (bottom quartile).Sharpe: -0.84 (bottom quartile).

HDFC Corporate Bond Fund

  • Highest AUM (₹35,700 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.66% (upper mid).
  • 1M return: 0.42% (bottom quartile).
  • Sharpe: 0.68 (lower mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.06% (lower mid).
  • Modified duration: 4.17 yrs (bottom quartile).

HDFC Banking and PSU Debt Fund

  • Lower mid AUM (₹5,890 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.56% (lower mid).
  • 1M return: 0.33% (bottom quartile).
  • Sharpe: 0.73 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.94% (bottom quartile).
  • Modified duration: 3.43 yrs (lower mid).

HDFC Credit Risk Debt Fund

  • Upper mid AUM (₹6,967 Cr).
  • Established history (11+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.86% (top quartile).
  • 1M return: 0.67% (lower mid).
  • Sharpe: 1.12 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.11% (top quartile).
  • Modified duration: 2.36 yrs (top quartile).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,691 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.45% (top quartile).
  • 3Y return: 10.31% (top quartile).
  • 1Y return: 3.83% (bottom quartile).
  • 1M return: 1.00% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.76 (bottom quartile).

HDFC Hybrid Debt Fund

  • Bottom quartile AUM (₹3,359 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.23% (upper mid).
  • 3Y return: 10.19% (upper mid).
  • 1Y return: 3.63% (bottom quartile).
  • 1M return: 0.69% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.84 (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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Aditya Birla Sun Life Savings Fund Growth ₹556.548
↑ 0.06 		₹21,521 1,000 1.647.97.46.27.93.66
Aditya Birla Sun Life Money Manager Fund Growth ₹375.822
↑ 0.06 		₹27,665 1,000 1.547.87.66.17.83.32
Aditya Birla Sun Life Corporate Bond Fund Growth ₹114.065
↑ 0.03 		₹28,109 100 0.83.97.67.76.58.50.66
Aditya Birla Sun Life Regular Savings Fund Growth ₹67.6798
↓ -0.02 		₹1,542 500 1.96.36.89.11110.50.04
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹60.88
↓ -0.16 		₹3,374 1,000 1.312.73.214.521.78.7-0.18
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Savings FundAditya Birla Sun Life Money Manager FundAditya Birla Sun Life Corporate Bond FundAditya Birla Sun Life Regular Savings FundAditya Birla Sun Life Banking And Financial Services Fund
Point 1Lower mid AUM (₹21,521 Cr).Upper mid AUM (₹27,665 Cr).Highest AUM (₹28,109 Cr).Bottom quartile AUM (₹1,542 Cr).Bottom quartile AUM (₹3,374 Cr).
Point 2Established history (22+ yrs).Established history (19+ yrs).Oldest track record among peers (28 yrs).Established history (21+ yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Moderately High.Risk profile: High.
Point 51Y return: 7.88% (top quartile).1Y return: 7.79% (upper mid).1Y return: 7.61% (lower mid).5Y return: 10.95% (upper mid).5Y return: 21.66% (top quartile).
Point 61M return: 0.48% (lower mid).1M return: 0.47% (bottom quartile).1M return: 0.50% (upper mid).3Y return: 9.11% (upper mid).3Y return: 14.52% (top quartile).
Point 7Sharpe: 3.66 (top quartile).Sharpe: 3.32 (upper mid).Sharpe: 0.66 (lower mid).1Y return: 6.84% (bottom quartile).1Y return: 3.20% (bottom quartile).
Point 8Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).1M return: 0.73% (top quartile).Alpha: -6.06 (bottom quartile).
Point 9Yield to maturity (debt): 6.76% (lower mid).Yield to maturity (debt): 6.24% (bottom quartile).Yield to maturity (debt): 7.21% (upper mid).Alpha: 1.03 (top quartile).Sharpe: -0.18 (bottom quartile).
Point 10Modified duration: 0.44 yrs (upper mid).Modified duration: 0.45 yrs (lower mid).Modified duration: 4.69 yrs (bottom quartile).Sharpe: 0.04 (bottom quartile).Information ratio: 0.14 (upper mid).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹21,521 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.88% (top quartile).
  • 1M return: 0.48% (lower mid).
  • Sharpe: 3.66 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.76% (lower mid).
  • Modified duration: 0.44 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

  • Upper mid AUM (₹27,665 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.79% (upper mid).
  • 1M return: 0.47% (bottom quartile).
  • Sharpe: 3.32 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.24% (bottom quartile).
  • Modified duration: 0.45 yrs (lower mid).

Aditya Birla Sun Life Corporate Bond Fund

  • Highest AUM (₹28,109 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.61% (lower mid).
  • 1M return: 0.50% (upper mid).
  • Sharpe: 0.66 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.21% (upper mid).
  • Modified duration: 4.69 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,542 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.95% (upper mid).
  • 3Y return: 9.11% (upper mid).
  • 1Y return: 6.84% (bottom quartile).
  • 1M return: 0.73% (top quartile).
  • Alpha: 1.03 (top quartile).
  • Sharpe: 0.04 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Bottom quartile AUM (₹3,374 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 21.66% (top quartile).
  • 3Y return: 14.52% (top quartile).
  • 1Y return: 3.20% (bottom quartile).
  • Alpha: -6.06 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: 0.14 (upper mid).

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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Kotak Standard Multicap Fund Growth ₹86.026
↓ -0.25 		₹53,626 500 2.514.22.916.819.416.5-0.37
Kotak Equity Opportunities Fund Growth ₹347.9
↓ -0.15 		₹27,655 1,000 4.614.30.71922.224.2-0.51
Kotak Asset Allocator Fund - FOF Growth ₹242.668
↑ 0.42 		₹1,877 1,000 4.614.88.619.619.819-0.14
Kotak Corporate Bond Fund Standard Growth ₹3,824.2
↑ 1.02 		₹17,612 1,000 14.48.17.66.28.31.05
Kotak Money Market Scheme Growth ₹4,560.64
↑ 0.73 		₹35,644 1,000 1.547.87.56.17.73.03
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Standard Multicap FundKotak Equity Opportunities FundKotak Asset Allocator Fund - FOFKotak Corporate Bond Fund Standard Kotak Money Market Scheme
Point 1Highest AUM (₹53,626 Cr).Lower mid AUM (₹27,655 Cr).Bottom quartile AUM (₹1,877 Cr).Bottom quartile AUM (₹17,612 Cr).Upper mid AUM (₹35,644 Cr).
Point 2Established history (16+ yrs).Established history (21+ yrs).Established history (21+ yrs).Established history (18+ yrs).Oldest track record among peers (22 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Low.
Point 55Y return: 19.40% (lower mid).5Y return: 22.20% (top quartile).5Y return: 19.81% (upper mid).1Y return: 8.08% (upper mid).1Y return: 7.77% (lower mid).
Point 63Y return: 16.84% (lower mid).3Y return: 18.99% (upper mid).3Y return: 19.58% (top quartile).1M return: 0.50% (bottom quartile).1M return: 0.46% (bottom quartile).
Point 71Y return: 2.86% (bottom quartile).1Y return: 0.66% (bottom quartile).1Y return: 8.63% (top quartile).Sharpe: 1.05 (upper mid).Sharpe: 3.03 (top quartile).
Point 8Alpha: 3.91 (top quartile).Alpha: 0.72 (upper mid).1M return: 3.77% (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: -0.37 (bottom quartile).Sharpe: -0.51 (bottom quartile).Alpha: 0.00 (lower mid).Yield to maturity (debt): 7.01% (upper mid).Yield to maturity (debt): 6.23% (lower mid).
Point 10Information ratio: 0.19 (top quartile).Information ratio: 0.13 (upper mid).Sharpe: -0.14 (lower mid).Modified duration: 3.25 yrs (bottom quartile).Modified duration: 0.46 yrs (lower mid).

Kotak Standard Multicap Fund

  • Highest AUM (₹53,626 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.40% (lower mid).
  • 3Y return: 16.84% (lower mid).
  • 1Y return: 2.86% (bottom quartile).
  • Alpha: 3.91 (top quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.19 (top quartile).

Kotak Equity Opportunities Fund

  • Lower mid AUM (₹27,655 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.20% (top quartile).
  • 3Y return: 18.99% (upper mid).
  • 1Y return: 0.66% (bottom quartile).
  • Alpha: 0.72 (upper mid).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.13 (upper mid).

Kotak Asset Allocator Fund - FOF

  • Bottom quartile AUM (₹1,877 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.81% (upper mid).
  • 3Y return: 19.58% (top quartile).
  • 1Y return: 8.63% (top quartile).
  • 1M return: 3.77% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.14 (lower mid).

Kotak Corporate Bond Fund Standard

  • Bottom quartile AUM (₹17,612 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.08% (upper mid).
  • 1M return: 0.50% (bottom quartile).
  • Sharpe: 1.05 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.01% (upper mid).
  • Modified duration: 3.25 yrs (bottom quartile).

Kotak Money Market Scheme

  • Upper mid AUM (₹35,644 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.77% (lower mid).
  • 1M return: 0.46% (bottom quartile).
  • Sharpe: 3.03 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.23% (lower mid).
  • Modified duration: 0.46 yrs (lower mid).

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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Tata Retirement Savings Fund-Moderate Growth ₹65.1665
↓ -0.17 		₹2,115 150 1.512.2-0.214.414.919.5-0.57
Tata India Tax Savings Fund Growth ₹44.9074
↓ -0.06 		₹4,472 500 3.511.5-2.515.619.819.5-0.71
Tata Retirement Savings Fund - Progressive Growth ₹65.9432
↓ -0.21 		₹2,047 150 0.913.5-315.215.821.7-0.6
Tata Equity PE Fund Growth ₹351.009
↑ 0.32 		₹8,348 150 2.311.3-6.218.921.221.7-1.08
Tata Treasury Advantage Fund Growth ₹3,985.83
↑ 0.56 		₹3,111 500 1.43.97.57.15.87.42.03
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Retirement Savings Fund-ModerateTata India Tax Savings FundTata Retirement Savings Fund - ProgressiveTata Equity PE FundTata Treasury Advantage Fund
Point 1Bottom quartile AUM (₹2,115 Cr).Upper mid AUM (₹4,472 Cr).Bottom quartile AUM (₹2,047 Cr).Highest AUM (₹8,348 Cr).Lower mid AUM (₹3,111 Cr).
Point 2Established history (13+ yrs).Established history (10+ yrs).Established history (13+ yrs).Oldest track record among peers (21 yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 14.90% (bottom quartile).5Y return: 19.80% (upper mid).5Y return: 15.84% (lower mid).5Y return: 21.17% (top quartile).1Y return: 7.53% (top quartile).
Point 63Y return: 14.39% (bottom quartile).3Y return: 15.56% (upper mid).3Y return: 15.21% (lower mid).3Y return: 18.86% (top quartile).1M return: 0.43% (bottom quartile).
Point 71Y return: -0.18% (upper mid).1Y return: -2.53% (lower mid).1Y return: -3.05% (bottom quartile).1Y return: -6.17% (bottom quartile).Sharpe: 2.03 (top quartile).
Point 81M return: 0.91% (lower mid).Alpha: -1.62 (bottom quartile).1M return: 0.68% (bottom quartile).Alpha: -7.40 (bottom quartile).Information ratio: 0.00 (lower mid).
Point 9Alpha: 0.00 (top quartile).Sharpe: -0.71 (bottom quartile).Alpha: -0.19 (lower mid).Sharpe: -1.07 (bottom quartile).Yield to maturity (debt): 6.38% (top quartile).
Point 10Sharpe: -0.56 (upper mid).Information ratio: -0.22 (bottom quartile).Sharpe: -0.60 (lower mid).Information ratio: 0.80 (top quartile).Modified duration: 0.84 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

  • Bottom quartile AUM (₹2,115 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.90% (bottom quartile).
  • 3Y return: 14.39% (bottom quartile).
  • 1Y return: -0.18% (upper mid).
  • 1M return: 0.91% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.56 (upper mid).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,472 Cr).
  • Established history (10+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.80% (upper mid).
  • 3Y return: 15.56% (upper mid).
  • 1Y return: -2.53% (lower mid).
  • Alpha: -1.62 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: -0.22 (bottom quartile).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,047 Cr).
  • Established history (13+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.84% (lower mid).
  • 3Y return: 15.21% (lower mid).
  • 1Y return: -3.05% (bottom quartile).
  • 1M return: 0.68% (bottom quartile).
  • Alpha: -0.19 (lower mid).
  • Sharpe: -0.60 (lower mid).

Tata Equity PE Fund

  • Highest AUM (₹8,348 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.17% (top quartile).
  • 3Y return: 18.86% (top quartile).
  • 1Y return: -6.17% (bottom quartile).
  • Alpha: -7.40 (bottom quartile).
  • Sharpe: -1.07 (bottom quartile).
  • Information ratio: 0.80 (top quartile).

Tata Treasury Advantage Fund

  • Lower mid AUM (₹3,111 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.53% (top quartile).
  • 1M return: 0.43% (bottom quartile).
  • Sharpe: 2.03 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.38% (top quartile).
  • Modified duration: 0.84 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.

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