2019 साठी सर्वोत्कृष्ट म्युच्युअल फंड परतावा

Updated on April 17, 2026 , 1364 views

म्युच्युअल फंड हा एक गुंतवणूकीचा मार्ग आहे जेव्हा समान कल्पना सामायिक करणारे असंख्य व्यक्ती एकत्र येतात आणि त्यांचे पैसे गुंतवतात तेव्हा स्थापना केली जाते. त्यानंतर म्युच्युअल फंड योजना या व्यक्तींच्या वतीने विविध आर्थिक साधनांमध्ये गुंतवणूक करते आणि नफा मिळवते. म्युच्युअल फंड योजनांच्या विविध श्रेणी आहेत ज्या व्यक्तींच्या विविध आवश्यकता पूर्ण करण्यासाठी डिझाइन केल्या आहेत. म्युच्युअल फंड योजनांच्या विस्तृत श्रेणीइक्विटी फंड,डेबिट फंड, आणिसंकरित निधी. 2019 मध्ये, सर्व योजना श्रेण्यांचे प्रदर्शन चांगले होते. दम्युच्युअल फंड त्यांच्या गुंतवणूकदारांना परतावा मिळविण्यास सक्षम होते. तर, 2019 च्या या योजनांच्या कामगिरीकडे पाहूया.

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2019 च्या कामगिरीवर आधारित शीर्ष परफॉर्मिंग इक्विटी फंड

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
DSP World Gold Fund Growth	₹62.7845 ↓ -0.85	₹1,769	167.1	15.9	7	-7.7	-9
DSP World Mining Fund Growth	₹33.2771 ↓ -0.35	₹171	79	-8.1	0	12.2	18
Edelweiss Europe Dynamic Equity Off-shore Fund Growth	₹29.9698 ↓ -0.10	₹219	50	5.4	17.3	-6	17
Invesco India Feeder- Invesco Pan European Equity Fund Growth	₹24.6287 ↓ -0.23	₹153	42.5	-5.1	20.5	1.6	16.6
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth	₹25.9781 ↑ 0.26	₹188	41.1	5.9	5.5	-16.8	-5.9
DSP World Energy Fund Growth	₹28.3278 ↓ -0.13	₹104	39.2	-6.8	12.9	-8.6	29.5
Kotak Global Emerging Market Fund Growth	₹36.327 ↑ 0.49	₹935	39.1	5.9	10.8	-15	-0.5
Aditya Birla Sun Life International Equity Fund - Plan A Growth	₹49.4718 ↓ -0.13	₹291	34.7	7.4	8.6	-2.1	13.5
DSP US Flexible Equity Fund Growth	₹84.1359 ↑ 0.23	₹1,055	33.8	17.8	22	-5.9	24.2
Sundaram Global Advantage Fund Growth	₹40.8818 ↑ 0.15	₹148	23.9	13.1	30.1	-15.4	18.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	DSP World Gold Fund	DSP World Mining Fund	Edelweiss Europe Dynamic Equity Off-shore Fund	Invesco India Feeder- Invesco Pan European Equity Fund	Edelweiss Emerging Markets Opportunities Equity Off-shore Fund	DSP World Energy Fund	Kotak Global Emerging Market Fund	Aditya Birla Sun Life International Equity Fund - Plan A	DSP US Flexible Equity Fund	Sundaram Global Advantage Fund
Point 1	Highest AUM (₹1,769 Cr).	Lower mid AUM (₹171 Cr).	Upper mid AUM (₹219 Cr).	Bottom quartile AUM (₹153 Cr).	Lower mid AUM (₹188 Cr).	Bottom quartile AUM (₹104 Cr).	Upper mid AUM (₹935 Cr).	Upper mid AUM (₹291 Cr).	Top quartile AUM (₹1,055 Cr).	Bottom quartile AUM (₹148 Cr).
Point 2	Oldest track record among peers (18 yrs).	Established history (16+ yrs).	Established history (12+ yrs).	Established history (12+ yrs).	Established history (11+ yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (13+ yrs).	Established history (18+ yrs).
Point 3	Rating: 3★ (top quartile).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 26.64% (top quartile).	5Y return: 17.67% (top quartile).	5Y return: 14.49% (upper mid).	5Y return: 13.65% (upper mid).	5Y return: 7.28% (bottom quartile).	5Y return: 12.46% (lower mid).	5Y return: 8.98% (bottom quartile).	5Y return: 10.60% (bottom quartile).	5Y return: 16.25% (upper mid).	5Y return: 10.82% (lower mid).
Point 6	3Y return: 47.40% (top quartile).	3Y return: 24.54% (upper mid).	3Y return: 22.20% (lower mid).	3Y return: 16.97% (bottom quartile).	3Y return: 23.38% (upper mid).	3Y return: 16.87% (bottom quartile).	3Y return: 22.91% (upper mid).	3Y return: 17.68% (bottom quartile).	3Y return: 25.68% (top quartile).	3Y return: 17.78% (lower mid).
Point 7	1Y return: 108.17% (top quartile).	1Y return: 106.25% (top quartile).	1Y return: 40.68% (bottom quartile).	1Y return: 46.14% (lower mid).	1Y return: 77.92% (upper mid).	1Y return: 83.70% (upper mid).	1Y return: 67.64% (lower mid).	1Y return: 38.69% (bottom quartile).	1Y return: 67.90% (upper mid).	1Y return: 36.09% (bottom quartile).
Point 8	Alpha: 1.04 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 4.90 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: -0.92 (bottom quartile).	Alpha: -6.32 (bottom quartile).	Alpha: -1.33 (bottom quartile).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: 2.16 (upper mid).	Sharpe: 2.47 (top quartile).	Sharpe: 2.19 (upper mid).	Sharpe: 1.61 (bottom quartile).	Sharpe: 2.06 (upper mid).	Sharpe: 3.63 (top quartile).	Sharpe: 1.75 (bottom quartile).	Sharpe: 1.78 (lower mid).	Sharpe: 1.98 (lower mid).	Sharpe: 1.11 (bottom quartile).
Point 10	Information ratio: -0.83 (bottom quartile).	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.54 (lower mid).	Information ratio: 0.00 (upper mid).	Information ratio: -0.73 (bottom quartile).	Information ratio: -1.49 (bottom quartile).	Information ratio: -0.27 (lower mid).	Information ratio: 0.00 (upper mid).

DSP World Gold Fund

Highest AUM (₹1,769 Cr).
Oldest track record among peers (18 yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 26.64% (top quartile).
3Y return: 47.40% (top quartile).
1Y return: 108.17% (top quartile).
Alpha: 1.04 (top quartile).
Sharpe: 2.16 (upper mid).
Information ratio: -0.83 (bottom quartile).

DSP World Mining Fund

Lower mid AUM (₹171 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 17.67% (top quartile).
3Y return: 24.54% (upper mid).
1Y return: 106.25% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 2.47 (top quartile).
Information ratio: 0.00 (top quartile).

Edelweiss Europe Dynamic Equity Off-shore Fund

Upper mid AUM (₹219 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 14.49% (upper mid).
3Y return: 22.20% (lower mid).
1Y return: 40.68% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 2.19 (upper mid).
Information ratio: 0.00 (top quartile).

Invesco India Feeder- Invesco Pan European Equity Fund

Bottom quartile AUM (₹153 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 13.65% (upper mid).
3Y return: 16.97% (bottom quartile).
1Y return: 46.14% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 1.61 (bottom quartile).
Information ratio: 0.00 (upper mid).

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Lower mid AUM (₹188 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 7.28% (bottom quartile).
3Y return: 23.38% (upper mid).
1Y return: 77.92% (upper mid).
Alpha: 4.90 (top quartile).
Sharpe: 2.06 (upper mid).
Information ratio: -0.54 (lower mid).

DSP World Energy Fund

Bottom quartile AUM (₹104 Cr).
Established history (16+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 12.46% (lower mid).
3Y return: 16.87% (bottom quartile).
1Y return: 83.70% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 3.63 (top quartile).
Information ratio: 0.00 (upper mid).

Kotak Global Emerging Market Fund

Upper mid AUM (₹935 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 8.98% (bottom quartile).
3Y return: 22.91% (upper mid).
1Y return: 67.64% (lower mid).
Alpha: -0.92 (bottom quartile).
Sharpe: 1.75 (bottom quartile).
Information ratio: -0.73 (bottom quartile).

Aditya Birla Sun Life International Equity Fund - Plan A

Upper mid AUM (₹291 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 10.60% (bottom quartile).
3Y return: 17.68% (bottom quartile).
1Y return: 38.69% (bottom quartile).
Alpha: -6.32 (bottom quartile).
Sharpe: 1.78 (lower mid).
Information ratio: -1.49 (bottom quartile).

DSP US Flexible Equity Fund

Top quartile AUM (₹1,055 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.25% (upper mid).
3Y return: 25.68% (top quartile).
1Y return: 67.90% (upper mid).
Alpha: -1.33 (bottom quartile).
Sharpe: 1.98 (lower mid).
Information ratio: -0.27 (lower mid).

Sundaram Global Advantage Fund

Bottom quartile AUM (₹148 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 10.82% (lower mid).
3Y return: 17.78% (lower mid).
1Y return: 36.09% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.11 (bottom quartile).
Information ratio: 0.00 (upper mid).

2019 च्या कामगिरीवर आधारित शीर्ष परफॉर्मिंग डेबिट फंड

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
DSP Credit Risk Fund Growth	₹53.8985	₹223	21	7.8	15.6	8.23%	2Y 29D	2Y 9M 22D
Aditya Birla Sun Life Credit Risk Fund Growth	₹24.6417 ↑ 0.01	₹1,178	13.4	11.9	6.9	8.59%	2Y 14D	2Y 8M 19D
Aditya Birla Sun Life Medium Term Plan Growth	₹42.6157 ↑ 0.01	₹3,078	10.9	10.5	6.9	8.4%	2Y 10M 10D	3Y 9M 29D
Nippon India Strategic Debt Fund Growth	₹16.4502 ↓ 0.00	₹143	9.6	8.3	7	7.57%	3Y 8M 5D	4Y 10M 2D
ICICI Prudential Regular Savings Fund Growth	₹33.7994 ↑ 0.00	₹5,834	9.5	8.5	7.2	8.83%	1Y 9M 14D	2Y 9M 18D
Invesco India Credit Risk Fund Growth	₹2,033.7 ↑ 24.34	₹159	9.2	7.3	11.6	7.81%	1Y 9M 29D	2Y 3M 25D
Kotak Credit Risk Fund Growth	₹31.0599 ↑ 0.01	₹691	9.1	7.1	6.4	8.57%	2Y 1M 10D	2Y 9M 18D
Franklin India Corporate Debt Fund Growth	₹104.238 ↑ 0.02	₹1,255	9.1	7.6	6.5	7.43%	2Y 11M 5D	6Y 4M 19D
ICICI Prudential Medium Term Bond Fund Growth	₹47.2686 ↑ 0.00	₹5,524	9	8	7	8.44%	2Y 10M 20D	5Y 5M 26D
Nippon India Credit Risk Fund Growth	₹37.0429 ↑ 0.01	₹1,058	8.9	8.3	7.9	8.72%	1Y 11M 23D	2Y 4M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	DSP Credit Risk Fund	Aditya Birla Sun Life Credit Risk Fund	Aditya Birla Sun Life Medium Term Plan	Nippon India Strategic Debt Fund	ICICI Prudential Regular Savings Fund	Invesco India Credit Risk Fund	Kotak Credit Risk Fund	Franklin India Corporate Debt Fund	ICICI Prudential Medium Term Bond Fund	Nippon India Credit Risk Fund
Point 1	Bottom quartile AUM (₹223 Cr).	Upper mid AUM (₹1,178 Cr).	Upper mid AUM (₹3,078 Cr).	Bottom quartile AUM (₹143 Cr).	Highest AUM (₹5,834 Cr).	Bottom quartile AUM (₹159 Cr).	Lower mid AUM (₹691 Cr).	Upper mid AUM (₹1,255 Cr).	Top quartile AUM (₹5,524 Cr).	Lower mid AUM (₹1,058 Cr).
Point 2	Established history (22+ yrs).	Established history (11+ yrs).	Established history (17+ yrs).	Established history (11+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Established history (15+ yrs).	Oldest track record among peers (28 yrs).	Established history (21+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Not Rated.	Rating: 4★ (top quartile).	Rating: 4★ (upper mid).	Rating: 1★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 10.80% (top quartile).	1Y return: 12.49% (top quartile).	1Y return: 8.56% (upper mid).	1Y return: 7.43% (lower mid).	1Y return: 8.28% (upper mid).	1Y return: 6.44% (bottom quartile).	1Y return: 7.60% (lower mid).	1Y return: 7.38% (bottom quartile).	1Y return: 6.95% (bottom quartile).	1Y return: 7.64% (upper mid).
Point 6	1M return: 6.23% (top quartile).	1M return: 1.24% (upper mid).	1M return: 0.74% (lower mid).	1M return: 0.28% (bottom quartile).	1M return: 0.95% (upper mid).	1M return: 1.65% (top quartile).	1M return: 0.56% (bottom quartile).	1M return: 0.46% (bottom quartile).	1M return: 0.91% (upper mid).	1M return: 0.64% (lower mid).
Point 7	Sharpe: -0.56 (bottom quartile).	Sharpe: 2.01 (top quartile).	Sharpe: 1.39 (upper mid).	Sharpe: 0.63 (lower mid).	Sharpe: 1.61 (top quartile).	Sharpe: -0.18 (bottom quartile).	Sharpe: 0.92 (upper mid).	Sharpe: 0.75 (lower mid).	Sharpe: 0.58 (bottom quartile).	Sharpe: 1.40 (upper mid).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 8.23% (lower mid).	Yield to maturity (debt): 8.59% (upper mid).	Yield to maturity (debt): 8.40% (lower mid).	Yield to maturity (debt): 7.57% (bottom quartile).	Yield to maturity (debt): 8.83% (top quartile).	Yield to maturity (debt): 7.81% (bottom quartile).	Yield to maturity (debt): 8.57% (upper mid).	Yield to maturity (debt): 7.43% (bottom quartile).	Yield to maturity (debt): 8.44% (upper mid).	Yield to maturity (debt): 8.72% (top quartile).
Point 10	Modified duration: 2.08 yrs (upper mid).	Modified duration: 2.04 yrs (upper mid).	Modified duration: 2.86 yrs (lower mid).	Modified duration: 3.68 yrs (bottom quartile).	Modified duration: 1.79 yrs (top quartile).	Modified duration: 1.83 yrs (top quartile).	Modified duration: 2.11 yrs (lower mid).	Modified duration: 2.93 yrs (bottom quartile).	Modified duration: 2.89 yrs (bottom quartile).	Modified duration: 1.98 yrs (upper mid).

DSP Credit Risk Fund

Bottom quartile AUM (₹223 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 10.80% (top quartile).
1M return: 6.23% (top quartile).
Sharpe: -0.56 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.23% (lower mid).
Modified duration: 2.08 yrs (upper mid).

Aditya Birla Sun Life Credit Risk Fund

Upper mid AUM (₹1,178 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderate.
1Y return: 12.49% (top quartile).
1M return: 1.24% (upper mid).
Sharpe: 2.01 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.59% (upper mid).
Modified duration: 2.04 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

Upper mid AUM (₹3,078 Cr).
Established history (17+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderate.
1Y return: 8.56% (upper mid).
1M return: 0.74% (lower mid).
Sharpe: 1.39 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 8.40% (lower mid).
Modified duration: 2.86 yrs (lower mid).

Nippon India Strategic Debt Fund

Bottom quartile AUM (₹143 Cr).
Established history (11+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 7.43% (lower mid).
1M return: 0.28% (bottom quartile).
Sharpe: 0.63 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.57% (bottom quartile).
Modified duration: 3.68 yrs (bottom quartile).

ICICI Prudential Regular Savings Fund

Highest AUM (₹5,834 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.28% (upper mid).
1M return: 0.95% (upper mid).
Sharpe: 1.61 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 8.83% (top quartile).
Modified duration: 1.79 yrs (top quartile).

Invesco India Credit Risk Fund

Bottom quartile AUM (₹159 Cr).
Established history (11+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 6.44% (bottom quartile).
1M return: 1.65% (top quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.81% (bottom quartile).
Modified duration: 1.83 yrs (top quartile).

Kotak Credit Risk Fund

Lower mid AUM (₹691 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.60% (lower mid).
1M return: 0.56% (bottom quartile).
Sharpe: 0.92 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.57% (upper mid).
Modified duration: 2.11 yrs (lower mid).

Franklin India Corporate Debt Fund

Upper mid AUM (₹1,255 Cr).
Oldest track record among peers (28 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderate.
1Y return: 7.38% (bottom quartile).
1M return: 0.46% (bottom quartile).
Sharpe: 0.75 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.43% (bottom quartile).
Modified duration: 2.93 yrs (bottom quartile).

ICICI Prudential Medium Term Bond Fund

Top quartile AUM (₹5,524 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderate.
1Y return: 6.95% (bottom quartile).
1M return: 0.91% (upper mid).
Sharpe: 0.58 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.44% (upper mid).
Modified duration: 2.89 yrs (bottom quartile).

Nippon India Credit Risk Fund

Lower mid AUM (₹1,058 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.64% (upper mid).
1M return: 0.64% (lower mid).
Sharpe: 1.40 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.72% (top quartile).
Modified duration: 1.98 yrs (upper mid).

2019 च्या कामगिरीवर आधारित शीर्ष परफॉर्मिंग हायब्रीड फंड

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
ICICI Prudential Multi-Asset Fund Growth	₹808.786 ↑ 1.25	₹77,658	18.6	16.1	24.1	16.8	34.7
SBI Multi Asset Allocation Fund Growth	₹66.0409 ↑ 0.30	₹16,150	18.6	12.8	24.4	6	13
Axis Triple Advantage Fund Growth	₹43.9928 ↑ 0.19	₹2,065	15.3	15.4	12.9	-5.8	22.8
Franklin India Multi - Asset Solution Fund Growth	₹21.9142 ↑ 0.00	₹125	14.1	11.7	14.9	3.9	25.5
ICICI Prudential Equity and Debt Fund Growth	₹403.85 ↑ 2.61	₹46,700	13.3	17.2	28.2	11.7	41.7
HDFC Multi-Asset Fund Growth	₹74.863 ↑ 0.29	₹5,556	13.2	13.5	18	4.3	17.9
SBI Equity Hybrid Fund Growth	₹307.924 ↑ 2.12	₹76,292	12.3	14.2	16.4	2.3	23.6
ICICI Prudential Balanced Advantage Fund Growth	₹77.07 ↑ 0.35	₹66,398	12.2	12.3	16.5	7.9	15.1
UTI Multi Asset Fund Growth	₹78.0823 ↑ 0.55	₹6,379	11.1	20.7	29.1	4.4	11.8
Aditya Birla Sun Life Balanced Advantage Fund Growth	₹109.57 ↑ 0.72	₹8,540	10.1	13	16.5	4.2	13.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	ICICI Prudential Multi-Asset Fund	SBI Multi Asset Allocation Fund	Axis Triple Advantage Fund	Franklin India Multi - Asset Solution Fund	ICICI Prudential Equity and Debt Fund	HDFC Multi-Asset Fund	SBI Equity Hybrid Fund	ICICI Prudential Balanced Advantage Fund	UTI Multi Asset Fund	Aditya Birla Sun Life Balanced Advantage Fund
Point 1	Highest AUM (₹77,658 Cr).	Upper mid AUM (₹16,150 Cr).	Bottom quartile AUM (₹2,065 Cr).	Bottom quartile AUM (₹125 Cr).	Upper mid AUM (₹46,700 Cr).	Bottom quartile AUM (₹5,556 Cr).	Top quartile AUM (₹76,292 Cr).	Upper mid AUM (₹66,398 Cr).	Lower mid AUM (₹6,379 Cr).	Lower mid AUM (₹8,540 Cr).
Point 2	Established history (23+ yrs).	Established history (20+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Oldest track record among peers (26 yrs).	Established history (20+ yrs).	Established history (21+ yrs).	Established history (19+ yrs).	Established history (17+ yrs).	Established history (26+ yrs).
Point 3	Rating: 2★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Not Rated.	Rating: 4★ (top quartile).	Rating: 3★ (upper mid).	Rating: 4★ (upper mid).	Rating: 3★ (upper mid).	Rating: 1★ (bottom quartile).	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 19.32% (top quartile).	5Y return: 14.69% (upper mid).	5Y return: 11.30% (bottom quartile).	5Y return: 12.59% (upper mid).	5Y return: 18.81% (top quartile).	5Y return: 12.58% (lower mid).	5Y return: 12.30% (lower mid).	5Y return: 11.80% (bottom quartile).	5Y return: 14.30% (upper mid).	5Y return: 10.80% (bottom quartile).
Point 6	3Y return: 18.33% (upper mid).	3Y return: 17.97% (upper mid).	3Y return: 15.20% (upper mid).	3Y return: 13.24% (bottom quartile).	3Y return: 18.64% (top quartile).	3Y return: 14.00% (lower mid).	3Y return: 15.03% (lower mid).	3Y return: 13.26% (bottom quartile).	3Y return: 18.66% (top quartile).	3Y return: 13.07% (bottom quartile).
Point 7	1Y return: 11.73% (upper mid).	1Y return: 18.14% (top quartile).	1Y return: 15.56% (top quartile).	1Y return: 8.80% (lower mid).	1Y return: 7.36% (bottom quartile).	1Y return: 8.98% (lower mid).	1Y return: 8.12% (bottom quartile).	1Y return: 8.99% (upper mid).	1Y return: 10.02% (upper mid).	1Y return: 8.04% (bottom quartile).
Point 8	1M return: 3.42% (upper mid).	1M return: 2.35% (lower mid).	1M return: 1.86% (bottom quartile).	1M return: 0.54% (bottom quartile).	1M return: 3.84% (upper mid).	1M return: 1.93% (bottom quartile).	1M return: 5.21% (top quartile).	1M return: 4.05% (upper mid).	1M return: 3.30% (lower mid).	1M return: 4.70% (top quartile).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 2.02 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: 1.22 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: -0.01 (upper mid).	Sharpe: 0.73 (top quartile).	Sharpe: 0.39 (upper mid).	Sharpe: 1.14 (top quartile).	Sharpe: -0.33 (bottom quartile).	Sharpe: -0.01 (upper mid).	Sharpe: -0.42 (bottom quartile).	Sharpe: -0.20 (lower mid).	Sharpe: -0.15 (lower mid).	Sharpe: -0.38 (bottom quartile).

ICICI Prudential Multi-Asset Fund

Highest AUM (₹77,658 Cr).
Established history (23+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.32% (top quartile).
3Y return: 18.33% (upper mid).
1Y return: 11.73% (upper mid).
1M return: 3.42% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.01 (upper mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹16,150 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 14.69% (upper mid).
3Y return: 17.97% (upper mid).
1Y return: 18.14% (top quartile).
1M return: 2.35% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.73 (top quartile).

Axis Triple Advantage Fund

Bottom quartile AUM (₹2,065 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.30% (bottom quartile).
3Y return: 15.20% (upper mid).
1Y return: 15.56% (top quartile).
1M return: 1.86% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.39 (upper mid).

Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹125 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 12.59% (upper mid).
3Y return: 13.24% (bottom quartile).
1Y return: 8.80% (lower mid).
1M return: 0.54% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.14 (top quartile).

ICICI Prudential Equity and Debt Fund

Upper mid AUM (₹46,700 Cr).
Oldest track record among peers (26 yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 18.81% (top quartile).
3Y return: 18.64% (top quartile).
1Y return: 7.36% (bottom quartile).
1M return: 3.84% (upper mid).
Alpha: 2.02 (top quartile).
Sharpe: -0.33 (bottom quartile).

HDFC Multi-Asset Fund

Bottom quartile AUM (₹5,556 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
5Y return: 12.58% (lower mid).
3Y return: 14.00% (lower mid).
1Y return: 8.98% (lower mid).
1M return: 1.93% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.01 (upper mid).

SBI Equity Hybrid Fund

Top quartile AUM (₹76,292 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.30% (lower mid).
3Y return: 15.03% (lower mid).
1Y return: 8.12% (bottom quartile).
1M return: 5.21% (top quartile).
Alpha: 1.22 (top quartile).
Sharpe: -0.42 (bottom quartile).

ICICI Prudential Balanced Advantage Fund

Upper mid AUM (₹66,398 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.80% (bottom quartile).
3Y return: 13.26% (bottom quartile).
1Y return: 8.99% (upper mid).
1M return: 4.05% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.20 (lower mid).

UTI Multi Asset Fund

Lower mid AUM (₹6,379 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.30% (upper mid).
3Y return: 18.66% (top quartile).
1Y return: 10.02% (upper mid).
1M return: 3.30% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.15 (lower mid).

Aditya Birla Sun Life Balanced Advantage Fund

Lower mid AUM (₹8,540 Cr).
Established history (26+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.80% (bottom quartile).
3Y return: 13.07% (bottom quartile).
1Y return: 8.04% (bottom quartile).
1M return: 4.70% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.38 (bottom quartile).

सर्वोत्कृष्ट म्युच्युअल फंडाची निवड कशी करावी?

निवडण्याची प्रक्रियासर्वोत्कृष्ट म्युच्युअल फंड खालील प्रमाणे आहेत.

गुंतवणूकीचा उद्देशः एखादी विशिष्ट उद्दीष्ट साध्य करण्यासाठी लोक कोणतीही गुंतवणूक करतात. म्हणूनच, गुंतवणूक का केली जात आहे हे ठरविणे आवश्यक आहे. काही उद्दीष्टे ज्यासाठी व्यक्तीम्युच्युअल फंडामध्ये गुंतवणूक करा घर विकत घेत आहोत, वाहन खरेदी करत आहेत,सेवानिवृत्तीचे नियोजन, लग्नाची आखणी आणि बरेच काही.
कार्यकाळ, अपेक्षित परतावा आणि जोखीम-भूक: एकदा आपण गुंतवणूकीचे उद्दीष्ट निश्चित केल्यास, पुढील चरण म्हणजे अपेक्षित उत्पन्न आणि जोखीम-भूकसमवेत गुंतवणूकीचा कालावधी निश्चित करणे. जोपर्यंत गुंतवणूक करण्याची गरज आहे त्या कालावधीत व्यक्तींनी निर्णय घ्यावा. कार्यकाळात, व्यक्तींनी अपेक्षित उत्पन्न आणि जोखीम-भूक देखील तपासली पाहिजे. तीन पॅरामीटर्स निश्चित केल्याने आपण गुंतवणूकीसाठी कोणत्या योजनेची निवड करू शकता हे ठरविण्यास मदत होईल.
म्युच्युअल फंड योजनेबद्दल तपशील तपासा: गुंतवणूकीसाठी कोणत्या प्रकारचा योजनेचा निर्णय घेतल्यानंतर, व्यक्तींनी योजनेबद्दल समजून घेतले पाहिजे. लोकांनी योजनेचे विविध पैलू जसे की फंडाचे वय, त्याचे एयूएम किंवा योजनेचा मालमत्ता आकार, खर्चाचे गुणोत्तर आणि निधीची कामगिरी तपासली पाहिजे. या पॅरामीटर्ससह, व्यक्तींनी योजना व्यवस्थापित केलेल्या फंड मॅनेजरची क्रेडेन्शियल्स देखील तपासली पाहिजे
फंड हाऊसची क्रेडेन्शियल्स तपासा: म्युच्युअल फंड योजनेच्या तपशीलांचे मूल्यांकन करण्याशिवाय, व्यक्तींनी फंड हाऊस किंवा मालमत्ता व्यवस्थापन कंपनीची क्रेडेन्शियल्स देखील तपासली पाहिजेत (एएमसी). कारण हे आहे की हे फंड हाऊसच या योजनांचे व्यवस्थापन करण्यासाठी जबाबदार आहे. परिणामी, योजनेच्या कामगिरीसाठी फंड हाऊस देखील जबाबदार आहे.
तुमच्या गुंतवणूकींचा नियमितपणे आढावा घ्याः फक्तगुंतवणूक पुरेसे नाही. म्युच्युअल फंडामध्ये गुंतवणूक केल्यावर व्यक्तींनी मागची जागा घेऊ नये. त्यांनी त्यांच्या गुंतवणूकींचा नियमित आणि वेळेवर आढावा घ्यावा जेणेकरुन ते त्यांच्या गुंतवणूकीवर जास्तीत जास्त उत्पन्न मिळवू शकतील.

Disclaimer:
येथे प्रदान केलेली माहिती अचूक आहे हे सुनिश्चित करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या शुद्धतेबद्दल कोणतीही हमी दिलेली नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.