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टॉप 10 सर्वोत्कृष्ट म्युच्युअल फंड गुंतवणूक कंपन्या 2022

Updated on February 16, 2026 , 199981 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 Small Cap Fund Growth ₹163.676
↑ 0.49 		₹36,268 500 -4.6-4.89.413.515.9-4.9-0.54
SBI Debt Hybrid Fund Growth ₹74.8487
↑ 0.11 		₹9,851 500 0.52.89.310.19.36.70.16
SBI Magnum Children's Benefit Plan Growth ₹111.209
↓ -0.06 		₹132 500 0.21.77.312.511.23.2-0.59
SBI Magnum COMMA Fund Growth ₹114.433
↑ 0.95 		₹863 500 6.210.528.420.417.212.30.43
SBI Multi Asset Allocation Fund Growth ₹66.9273
↑ 0.12 		₹13,033 500 5.31323.220.114.818.61.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26
Note: Ratio's shown as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Small Cap FundSBI Debt Hybrid FundSBI Magnum Children's Benefit PlanSBI Magnum COMMA FundSBI Multi Asset Allocation Fund
Point 1Highest AUM (₹36,268 Cr).Lower mid AUM (₹9,851 Cr).Bottom quartile AUM (₹132 Cr).Bottom quartile AUM (₹863 Cr).Upper mid AUM (₹13,033 Cr).
Point 2Established history (16+ yrs).Oldest track record among peers (24 yrs).Established history (24+ yrs).Established history (20+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderate.
Point 55Y return: 15.95% (upper mid).5Y return: 9.26% (bottom quartile).5Y return: 11.16% (bottom quartile).5Y return: 17.16% (top quartile).5Y return: 14.77% (lower mid).
Point 63Y return: 13.53% (lower mid).3Y return: 10.09% (bottom quartile).3Y return: 12.45% (bottom quartile).3Y return: 20.44% (top quartile).3Y return: 20.06% (upper mid).
Point 71Y return: 9.39% (lower mid).1Y return: 9.32% (bottom quartile).1Y return: 7.33% (bottom quartile).1Y return: 28.41% (top quartile).1Y return: 23.16% (upper mid).
Point 8Alpha: 0.00 (top quartile).1M return: 1.05% (upper mid).1M return: 0.62% (bottom quartile).Alpha: -4.27 (bottom quartile).1M return: 1.02% (lower mid).
Point 9Sharpe: -0.54 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Sharpe: 0.43 (upper mid).Alpha: 0.00 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Sharpe: 0.16 (lower mid).Sharpe: -0.58 (bottom quartile).Information ratio: 0.00 (bottom quartile).Sharpe: 1.60 (top quartile).

SBI Small Cap Fund

  • Highest AUM (₹36,268 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.95% (upper mid).
  • 3Y return: 13.53% (lower mid).
  • 1Y return: 9.39% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.54 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

SBI Debt Hybrid Fund

  • Lower mid AUM (₹9,851 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderate.
  • 5Y return: 9.26% (bottom quartile).
  • 3Y return: 10.09% (bottom quartile).
  • 1Y return: 9.32% (bottom quartile).
  • 1M return: 1.05% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.16 (lower mid).

SBI Magnum Children's Benefit Plan

  • Bottom quartile AUM (₹132 Cr).
  • Established history (24+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.16% (bottom quartile).
  • 3Y return: 12.45% (bottom quartile).
  • 1Y return: 7.33% (bottom quartile).
  • 1M return: 0.62% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.58 (bottom quartile).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹863 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 17.16% (top quartile).
  • 3Y return: 20.44% (top quartile).
  • 1Y return: 28.41% (top quartile).
  • Alpha: -4.27 (bottom quartile).
  • Sharpe: 0.43 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

SBI Multi Asset Allocation Fund

  • Upper mid AUM (₹13,033 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 14.77% (lower mid).
  • 3Y return: 20.06% (upper mid).
  • 1Y return: 23.16% (upper mid).
  • 1M return: 1.02% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.60 (top 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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
ICICI Prudential Banking and Financial Services Fund Growth ₹139.62
↑ 0.80 		₹11,154 100 0.43.918.616.812.415.90.88
ICICI Prudential Nifty Next 50 Index Fund Growth ₹61.751
↑ 0.43 		₹8,190 100 0.94.218.322.214.72.1-0.13
ICICI Prudential MIP 25 Growth ₹78.0395
↑ 0.01 		₹3,359 100 0.42.38.810.38.87.90.57
ICICI Prudential Long Term Plan Growth ₹38.0043
↓ -0.02 		₹14,929 100 0.92.46.57.56.57.20.53
ICICI Prudential US Bluechip Equity Fund Growth ₹73.94
↓ -0.29 		₹3,521 100 9.210.518.115.113.215.80.81
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26
Note: Ratio's shown as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Banking and Financial Services FundICICI Prudential Nifty Next 50 Index FundICICI Prudential MIP 25ICICI Prudential Long Term PlanICICI Prudential US Bluechip Equity Fund
Point 1Upper mid AUM (₹11,154 Cr).Lower mid AUM (₹8,190 Cr).Bottom quartile AUM (₹3,359 Cr).Highest AUM (₹14,929 Cr).Bottom quartile AUM (₹3,521 Cr).
Point 2Established history (17+ yrs).Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (16+ yrs).Established history (13+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: High.
Point 55Y return: 12.41% (lower mid).5Y return: 14.66% (top quartile).5Y return: 8.78% (bottom quartile).1Y return: 6.55% (bottom quartile).5Y return: 13.20% (upper mid).
Point 63Y return: 16.81% (upper mid).3Y return: 22.21% (top quartile).3Y return: 10.30% (bottom quartile).1M return: 0.64% (lower mid).3Y return: 15.13% (lower mid).
Point 71Y return: 18.59% (top quartile).1Y return: 18.34% (upper mid).1Y return: 8.82% (bottom quartile).Sharpe: 0.53 (bottom quartile).1Y return: 18.11% (lower mid).
Point 8Alpha: -0.56 (lower mid).1M return: 2.17% (top quartile).1M return: 0.45% (bottom quartile).Information ratio: 0.00 (lower mid).Alpha: -2.77 (bottom quartile).
Point 9Sharpe: 0.88 (top quartile).Alpha: -0.80 (bottom quartile).Alpha: 0.00 (top quartile).Yield to maturity (debt): 7.62% (top quartile).Sharpe: 0.81 (upper mid).
Point 10Information ratio: 0.16 (top quartile).Sharpe: -0.12 (bottom quartile).Sharpe: 0.57 (lower mid).Modified duration: 4.91 yrs (bottom quartile).Information ratio: -1.01 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Upper mid AUM (₹11,154 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 12.41% (lower mid).
  • 3Y return: 16.81% (upper mid).
  • 1Y return: 18.59% (top quartile).
  • Alpha: -0.56 (lower mid).
  • Sharpe: 0.88 (top quartile).
  • Information ratio: 0.16 (top quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Lower mid AUM (₹8,190 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.66% (top quartile).
  • 3Y return: 22.21% (top quartile).
  • 1Y return: 18.34% (upper mid).
  • 1M return: 2.17% (top quartile).
  • Alpha: -0.80 (bottom quartile).
  • Sharpe: -0.12 (bottom quartile).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,359 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.78% (bottom quartile).
  • 3Y return: 10.30% (bottom quartile).
  • 1Y return: 8.82% (bottom quartile).
  • 1M return: 0.45% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.57 (lower mid).

ICICI Prudential Long Term Plan

  • Highest AUM (₹14,929 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.55% (bottom quartile).
  • 1M return: 0.64% (lower mid).
  • Sharpe: 0.53 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.62% (top quartile).
  • Modified duration: 4.91 yrs (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

  • Bottom quartile AUM (₹3,521 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.20% (upper mid).
  • 3Y return: 15.13% (lower mid).
  • 1Y return: 18.11% (lower mid).
  • Alpha: -2.77 (bottom quartile).
  • Sharpe: 0.81 (upper mid).
  • Information ratio: -1.01 (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 Banking and PSU Debt Fund Growth ₹23.7765
↓ 0.00 		₹5,719 300 0.82.577.367.50.74
HDFC Corporate Bond Fund Growth ₹33.5539
↓ -0.01 		₹34,805 300 0.72.46.77.66.37.30.63
HDFC Small Cap Fund Growth ₹135.293
↑ 0.33 		₹37,753 300 -4.7-3.815.518.820.8-0.6-0.23
HDFC Balanced Advantage Fund Growth ₹535.326
↑ 1.63 		₹108,205 300 0.13.912.418.116.97.20.16
HDFC Equity Savings Fund Growth ₹68.21
↑ 0.08 		₹5,897 300 1.13.59.210.59.66.80.17
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26
Note: Ratio's shown as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Banking and PSU Debt FundHDFC Corporate Bond FundHDFC Small Cap FundHDFC Balanced Advantage FundHDFC Equity Savings Fund
Point 1Bottom quartile AUM (₹5,719 Cr).Lower mid AUM (₹34,805 Cr).Upper mid AUM (₹37,753 Cr).Highest AUM (₹108,205 Cr).Bottom quartile AUM (₹5,897 Cr).
Point 2Established history (11+ yrs).Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (25 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: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 51Y return: 7.00% (bottom quartile).1Y return: 6.71% (bottom quartile).5Y return: 20.83% (top quartile).5Y return: 16.89% (upper mid).5Y return: 9.58% (lower mid).
Point 61M return: 0.79% (upper mid).1M return: 0.75% (lower mid).3Y return: 18.83% (top quartile).3Y return: 18.11% (upper mid).3Y return: 10.51% (lower mid).
Point 7Sharpe: 0.74 (top quartile).Sharpe: 0.63 (upper mid).1Y return: 15.51% (top quartile).1Y return: 12.44% (upper mid).1Y return: 9.18% (lower mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Alpha: 0.00 (lower mid).1M return: 0.88% (top quartile).1M return: 0.73% (bottom quartile).
Point 9Yield to maturity (debt): 6.99% (lower mid).Yield to maturity (debt): 7.13% (top quartile).Sharpe: -0.23 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Modified duration: 3.22 yrs (lower mid).Modified duration: 4.53 yrs (bottom quartile).Information ratio: 0.00 (lower mid).Sharpe: 0.16 (bottom quartile).Sharpe: 0.17 (lower mid).

HDFC Banking and PSU Debt Fund

  • Bottom quartile AUM (₹5,719 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.00% (bottom quartile).
  • 1M return: 0.79% (upper mid).
  • Sharpe: 0.74 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.99% (lower mid).
  • Modified duration: 3.22 yrs (lower mid).

HDFC Corporate Bond Fund

  • Lower mid AUM (₹34,805 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 6.71% (bottom quartile).
  • 1M return: 0.75% (lower mid).
  • Sharpe: 0.63 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.13% (top quartile).
  • Modified duration: 4.53 yrs (bottom quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹37,753 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.83% (top quartile).
  • 3Y return: 18.83% (top quartile).
  • 1Y return: 15.51% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.23 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

HDFC Balanced Advantage Fund

  • Highest AUM (₹108,205 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.89% (upper mid).
  • 3Y return: 18.11% (upper mid).
  • 1Y return: 12.44% (upper mid).
  • 1M return: 0.88% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.16 (bottom quartile).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,897 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.58% (lower mid).
  • 3Y return: 10.51% (lower mid).
  • 1Y return: 9.18% (lower mid).
  • 1M return: 0.73% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.17 (lower mid).

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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 Banking And Financial Services Fund Growth ₹65.47
↑ 0.43 		₹3,694 1,000 1.47.925.718.112.817.50.84
Aditya Birla Sun Life Small Cap Fund Growth ₹85.6928
↑ 0.39 		₹4,938 1,000 -21.220.318.615.6-3.7-0.32
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,562.13
↑ 3.01 		₹7,533 100 -0.12.812.914.611.27.20.15
Aditya Birla Sun Life Regular Savings Fund Growth ₹69.2056
↑ 0.03 		₹1,541 500 139.39.58.57.10.29
Aditya Birla Sun Life Savings Fund Growth ₹570.293
↑ 0.06 		₹23,615 1,000 1.437.27.46.37.43.14
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26
Note: Ratio's shown as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Banking And Financial Services FundAditya Birla Sun Life Small Cap FundAditya Birla Sun Life Equity Hybrid 95 FundAditya Birla Sun Life Regular Savings FundAditya Birla Sun Life Savings Fund
Point 1Bottom quartile AUM (₹3,694 Cr).Lower mid AUM (₹4,938 Cr).Upper mid AUM (₹7,533 Cr).Bottom quartile AUM (₹1,541 Cr).Highest AUM (₹23,615 Cr).
Point 2Established history (12+ yrs).Established history (18+ yrs).Oldest track record among peers (31 yrs).Established history (21+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 12.81% (upper mid).5Y return: 15.60% (top quartile).5Y return: 11.20% (lower mid).5Y return: 8.48% (bottom quartile).1Y return: 7.15% (bottom quartile).
Point 63Y return: 18.07% (upper mid).3Y return: 18.63% (top quartile).3Y return: 14.59% (lower mid).3Y return: 9.46% (bottom quartile).1M return: 0.65% (bottom quartile).
Point 71Y return: 25.66% (top quartile).1Y return: 20.26% (upper mid).1Y return: 12.86% (lower mid).1Y return: 9.28% (bottom quartile).Sharpe: 3.14 (top quartile).
Point 8Alpha: -1.32 (bottom quartile).Alpha: 0.00 (top quartile).1M return: 0.44% (bottom quartile).1M return: 1.02% (lower mid).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: 0.84 (upper mid).Sharpe: -0.32 (bottom quartile).Alpha: -1.63 (bottom quartile).Alpha: -0.05 (lower mid).Yield to maturity (debt): 6.81% (lower mid).
Point 10Information ratio: 0.25 (upper mid).Information ratio: 0.00 (bottom quartile).Sharpe: 0.15 (bottom quartile).Sharpe: 0.29 (lower mid).Modified duration: 0.47 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Bottom quartile AUM (₹3,694 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 12.81% (upper mid).
  • 3Y return: 18.07% (upper mid).
  • 1Y return: 25.66% (top quartile).
  • Alpha: -1.32 (bottom quartile).
  • Sharpe: 0.84 (upper mid).
  • Information ratio: 0.25 (upper mid).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹4,938 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.60% (top quartile).
  • 3Y return: 18.63% (top quartile).
  • 1Y return: 20.26% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.32 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Equity Hybrid 95 Fund

  • Upper mid AUM (₹7,533 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.20% (lower mid).
  • 3Y return: 14.59% (lower mid).
  • 1Y return: 12.86% (lower mid).
  • 1M return: 0.44% (bottom quartile).
  • Alpha: -1.63 (bottom quartile).
  • Sharpe: 0.15 (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,541 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.48% (bottom quartile).
  • 3Y return: 9.46% (bottom quartile).
  • 1Y return: 9.28% (bottom quartile).
  • 1M return: 1.02% (lower mid).
  • Alpha: -0.05 (lower mid).
  • Sharpe: 0.29 (lower mid).

Aditya Birla Sun Life Savings Fund

  • Highest AUM (₹23,615 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.15% (bottom quartile).
  • 1M return: 0.65% (bottom quartile).
  • Sharpe: 3.14 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.81% (lower mid).
  • Modified duration: 0.47 yrs (lower 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 Equity Opportunities Fund Growth ₹361.242
↑ 1.19 		₹30,039 1,000 2.86.420.920.217.25.60.04
Kotak Standard Multicap Fund Growth ₹88.868
↑ 0.32 		₹56,460 500 1.85.120.517.914.19.50.28
Kotak Infrastructure & Economic Reform Fund Growth ₹67.016
↑ 0.65 		₹2,353 1,000 1.63.622.420.422.2-3.7-0.27
Kotak Emerging Equity Scheme Growth ₹138.119
↑ 0.88 		₹60,637 1,000 0.31.421.821.819.61.8-0.11
Kotak Asset Allocator Fund - FOF Growth ₹259.278
↑ 0.17 		₹2,255 1,000 2.911.621.519.91815.40.89
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26
Note: Ratio's shown as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Equity Opportunities FundKotak Standard Multicap FundKotak Infrastructure & Economic Reform FundKotak Emerging Equity SchemeKotak Asset Allocator Fund - FOF
Point 1Lower mid AUM (₹30,039 Cr).Upper mid AUM (₹56,460 Cr).Bottom quartile AUM (₹2,353 Cr).Highest AUM (₹60,637 Cr).Bottom quartile AUM (₹2,255 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (16+ yrs).Established history (17+ yrs).Established history (18+ 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 High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 17.19% (bottom quartile).5Y return: 14.09% (bottom quartile).5Y return: 22.20% (top quartile).5Y return: 19.60% (upper mid).5Y return: 18.00% (lower mid).
Point 63Y return: 20.19% (lower mid).3Y return: 17.85% (bottom quartile).3Y return: 20.44% (upper mid).3Y return: 21.85% (top quartile).3Y return: 19.89% (bottom quartile).
Point 71Y return: 20.94% (bottom quartile).1Y return: 20.48% (bottom quartile).1Y return: 22.44% (top quartile).1Y return: 21.83% (upper mid).1Y return: 21.48% (lower mid).
Point 8Alpha: -2.40 (lower mid).Alpha: 1.61 (top quartile).Alpha: -18.36 (bottom quartile).Alpha: -3.77 (bottom quartile).1M return: -0.24% (bottom quartile).
Point 9Sharpe: 0.04 (lower mid).Sharpe: 0.28 (upper mid).Sharpe: -0.27 (bottom quartile).Sharpe: -0.11 (bottom quartile).Alpha: 0.00 (upper mid).
Point 10Information ratio: -0.05 (lower mid).Information ratio: -0.04 (upper mid).Information ratio: -0.25 (bottom quartile).Information ratio: -0.44 (bottom quartile).Sharpe: 0.89 (top quartile).

Kotak Equity Opportunities Fund

  • Lower mid AUM (₹30,039 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.19% (bottom quartile).
  • 3Y return: 20.19% (lower mid).
  • 1Y return: 20.94% (bottom quartile).
  • Alpha: -2.40 (lower mid).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: -0.05 (lower mid).

Kotak Standard Multicap Fund

  • Upper mid AUM (₹56,460 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.09% (bottom quartile).
  • 3Y return: 17.85% (bottom quartile).
  • 1Y return: 20.48% (bottom quartile).
  • Alpha: 1.61 (top quartile).
  • Sharpe: 0.28 (upper mid).
  • Information ratio: -0.04 (upper mid).

Kotak Infrastructure & Economic Reform Fund

  • Bottom quartile AUM (₹2,353 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 22.20% (top quartile).
  • 3Y return: 20.44% (upper mid).
  • 1Y return: 22.44% (top quartile).
  • Alpha: -18.36 (bottom quartile).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: -0.25 (bottom quartile).

Kotak Emerging Equity Scheme

  • Highest AUM (₹60,637 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.60% (upper mid).
  • 3Y return: 21.85% (top quartile).
  • 1Y return: 21.83% (upper mid).
  • Alpha: -3.77 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: -0.44 (bottom quartile).

Kotak Asset Allocator Fund - FOF

  • Bottom quartile AUM (₹2,255 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.00% (lower mid).
  • 3Y return: 19.89% (bottom quartile).
  • 1Y return: 21.48% (lower mid).
  • 1M return: -0.24% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.89 (top 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.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Tata India Tax Savings Fund Growth ₹46.3289
↑ 0.16 		₹4,748 500 0.55.817.316.613.84.90
Tata Equity PE Fund Growth ₹358.373
↑ 0.46 		₹9,061 150 -14.615.519.916.33.7-0.07
Tata Retirement Savings Fund - Progressive Growth ₹63.917
↑ 0.36 		₹2,108 150 -3.1-1.810.815.611.2-1.2-0.34
Tata Retirement Savings Fund-Moderate Growth ₹63.5788
↑ 0.31 		₹2,166 150 -2.8-1.110.814.510.91-0.28
Tata Retirement Savings Fund - Conservative Growth ₹31.87
↑ 0.06 		₹173 500 -0.50.76.98.46.33.6-0.41
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26
Note: Ratio's shown as on 31 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata India Tax Savings FundTata Equity PE FundTata Retirement Savings Fund - ProgressiveTata Retirement Savings Fund-ModerateTata Retirement Savings Fund - Conservative
Point 1Upper mid AUM (₹4,748 Cr).Highest AUM (₹9,061 Cr).Bottom quartile AUM (₹2,108 Cr).Lower mid AUM (₹2,166 Cr).Bottom quartile AUM (₹173 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (21 yrs).Established history (14+ yrs).Established history (14+ yrs).Established history (14+ 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 High.
Point 55Y return: 13.85% (upper mid).5Y return: 16.29% (top quartile).5Y return: 11.17% (lower mid).5Y return: 10.88% (bottom quartile).5Y return: 6.25% (bottom quartile).
Point 63Y return: 16.65% (upper mid).3Y return: 19.92% (top quartile).3Y return: 15.58% (lower mid).3Y return: 14.54% (bottom quartile).3Y return: 8.42% (bottom quartile).
Point 71Y return: 17.29% (top quartile).1Y return: 15.52% (upper mid).1Y return: 10.79% (lower mid).1Y return: 10.77% (bottom quartile).1Y return: 6.93% (bottom quartile).
Point 8Alpha: -2.63 (lower mid).Alpha: -3.79 (bottom quartile).1M return: -1.05% (bottom quartile).1M return: -0.86% (bottom quartile).1M return: 0.19% (upper mid).
Point 9Sharpe: 0.00 (top quartile).Sharpe: -0.07 (upper mid).Alpha: -8.71 (bottom quartile).Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).
Point 10Information ratio: -0.26 (bottom quartile).Information ratio: 0.96 (top quartile).Sharpe: -0.34 (bottom quartile).Sharpe: -0.28 (lower mid).Sharpe: -0.41 (bottom quartile).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,748 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.85% (upper mid).
  • 3Y return: 16.65% (upper mid).
  • 1Y return: 17.29% (top quartile).
  • Alpha: -2.63 (lower mid).
  • Sharpe: 0.00 (top quartile).
  • Information ratio: -0.26 (bottom quartile).

Tata Equity PE Fund

  • Highest AUM (₹9,061 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.29% (top quartile).
  • 3Y return: 19.92% (top quartile).
  • 1Y return: 15.52% (upper mid).
  • Alpha: -3.79 (bottom quartile).
  • Sharpe: -0.07 (upper mid).
  • Information ratio: 0.96 (top quartile).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,108 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.17% (lower mid).
  • 3Y return: 15.58% (lower mid).
  • 1Y return: 10.79% (lower mid).
  • 1M return: -1.05% (bottom quartile).
  • Alpha: -8.71 (bottom quartile).
  • Sharpe: -0.34 (bottom quartile).

Tata Retirement Savings Fund-Moderate

  • Lower mid AUM (₹2,166 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.88% (bottom quartile).
  • 3Y return: 14.54% (bottom quartile).
  • 1Y return: 10.77% (bottom quartile).
  • 1M return: -0.86% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.28 (lower mid).

Tata Retirement Savings Fund - Conservative

  • Bottom quartile AUM (₹173 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 6.25% (bottom quartile).
  • 3Y return: 8.42% (bottom quartile).
  • 1Y return: 6.93% (bottom quartile).
  • 1M return: 0.19% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.41 (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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