+91-22-48913909सर्वाधिक परतावा देणारे सर्वोत्कृष्ट म्युच्युअल फंड 2022
गुंतवणुकीसाठी योग्य फंड निवडणे सोपे नाही! अनेकगुंतवणूकदार सर्वोत्तम परतावा मिळविण्यासाठी सर्वोत्तम कामगिरी करणार्या फंडांचा शोध घेतो. तथापि, गुंतवणूकदाराने फंडात पाहणे हा एकमेव निकष नाही. एयूएम, फंड वय, पीअर अॅव्हरेज रिटर्न, फंड मॅनेजर, एक्झिट लोड इत्यादीसारखे विविध महत्त्वाचे पॅरामीटर्स म्युच्युअल फंड योजनांची स्थिरता आणि कामगिरी ठरवतात. जे गुंतवणूकदार सर्वाधिक परतावा देणारे फंड पाहत आहेत, ते गेल्या काही वर्षांतील म्युच्युअल फंड कामगिरीचे विश्लेषण करू शकतात आणि सर्वात स्थिर परतावा देणाऱ्या फंडात गुंतवणूक करू शकतात. प्रथम, च्या मूलभूत गोष्टी समजून घेऊम्युच्युअल फंड.
म्युच्युअल फंड म्हणजे काय?
म्युच्युअल फंड हा सर्वात लोकप्रिय मार्गांपैकी एक आहेगुंतवणूक पैसे हे गुंतवणूकदारांकडून पैसे गोळा करते आणि ते स्टॉकमध्ये गुंतवते,पैसा बाजार उपकरणे,बंध आणि इतर प्रकारच्या सिक्युरिटीज. उदाहरणार्थ, इक्विटी फंड कंपनीच्या स्टॉक्स/शेअर्समध्ये गुंतवणूक करतो आणि अकर्ज निधी डिबेंचर, बॉण्ड्स इ. मध्ये गुंतवणूक करतात. प्रत्येक म्युच्युअल फंड प्रकार गुंतवणुकीच्या उद्देशाने येतात. भारतात 42 म्युच्युअल फंड कंपन्या आहेत (म्हणतातमालमत्ता व्यवस्थापन कंपन्या किंवा AMCs) जे म्युच्युअल फंड योजना प्रदान करतात. या म्युच्युअल फंड कंपन्यांचे नियमन द्वारे केले जातेसेबी. सिक्युरिटीज अँड एक्सचेंज बोर्ड ऑफ इंडिया (SEBI) ही भारतातील म्युच्युअल फंडांची नियामक संस्था आहे.
सर्वाधिक परताव्यासह गुंतवणूक करण्यासाठी सर्वोत्तम म्युच्युअल फंड
विविधम्युच्युअल फंडाचे प्रकार आहेतइक्विटी फंड, डेट फंड आणि हायब्रीड फंड. प्रत्येक फंडाची काही गुंतवणूक उद्दिष्टे असतात आणि गुंतवणूकदारांची गुंतवणुकीची उद्दिष्टे पूर्ण करणे हे उद्दिष्ट असते. तर, या योजनांसह त्यांच्या निधीवर एक नजर टाकूया ज्या उच्च परतावा देत आहेत.
सर्वाधिक परतावा असलेले सर्वोत्कृष्ट डेट म्युच्युअल फंड 2022
डेट म्युच्युअल फंड मुख्यत्वे निश्चित गुंतवणूक करतातउत्पन्न सरकारी सिक्युरिटीज, ट्रेझरी बिले, कॉर्पोरेट बॉण्ड्स इ. सारखे साधन. हे फंड आदर्शपणे त्यांच्याकडून पसंत केले जातात जे स्थिर उत्पन्न आणि पारंपारिक पेक्षा जास्त परतावा शोधत आहेत.बँक खाती डेट फंड हे अल्प कालावधीत इष्टतम परताव्यासाठी ओळखले जातात. कमी भूक असलेले गुंतवणूकदार ज्यांना हवे आहेम्युच्युअल फंडात गुंतवणूक करा डेट फंडात गुंतवणूक करण्यास प्राधान्य द्यावे. हे फंड इक्विटीपेक्षा तुलनेने कमी अस्थिर असतात. लिक्विड, अल्ट्रा-शॉर्ट टर्म, शॉर्ट टर्म सारखे डेट फंड हे शॉर्ट टर्म गुंतवणुकीसाठी चांगला पर्याय आहेत. दीर्घकालीन डेट फंड धोकादायक असतात आणि या सिक्युरिटीजची मॅच्युरिटी 5-7 वर्षांपर्यंत, काही बाबतीत 10 वर्षांपर्यंत आणि त्याहून अधिक असू शकते. डेट फंडांच्या श्रेण्या, त्यांच्या सर्वाधिक परताव्यासह खालीलप्रमाणे आहेत.
1 वर्षातील सर्वाधिक परतावा असलेले शीर्ष 5 लिक्विड फंड
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Liquid Fund Growth ₹2,454.04
↑ 0.35 ₹503 0.5 1.7 3.4 6.6 6.66% 1M 7D 1M 10D BOI AXA Liquid Fund Growth ₹3,120.12
↑ 0.49 ₹1,107 0.5 1.5 3 6.4 6.6 5.94% 2M 1D 1M 20D Axis Liquid Fund Growth ₹3,015.9
↑ 0.50 ₹35,653 0.5 1.5 3 6.4 6.6 6.06% 1M 28D 2M 2D Indiabulls Liquid Fund Growth ₹2,618.95
↑ 0.45 ₹165 0.5 1.5 2.9 6.4 6.6 6.02% 2M 2M 1D Edelweiss Liquid Fund Growth ₹3,463.74
↑ 0.60 ₹10,414 0.5 1.5 3 6.4 6.5 6.03% 2M 1D 2M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Liquid Fund BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund Edelweiss Liquid Fund Point 1 Bottom quartile AUM (₹503 Cr). Lower mid AUM (₹1,107 Cr). Highest AUM (₹35,653 Cr). Bottom quartile AUM (₹165 Cr). Upper mid AUM (₹10,414 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (18 yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.55% (top quartile). 1Y return: 6.42% (upper mid). 1Y return: 6.39% (lower mid). 1Y return: 6.38% (bottom quartile). 1Y return: 6.37% (bottom quartile). Point 6 1M return: 0.53% (bottom quartile). 1M return: 0.55% (top quartile). 1M return: 0.54% (upper mid). 1M return: 0.54% (bottom quartile). 1M return: 0.54% (lower mid). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 4.02 (top quartile). Sharpe: 3.47 (lower mid). Sharpe: 3.18 (bottom quartile). Sharpe: 3.82 (upper mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 1.26 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.71 (bottom quartile). Information ratio: 0.00 (lower mid). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 5.94% (bottom quartile). Yield to maturity (debt): 6.06% (upper mid). Yield to maturity (debt): 6.02% (bottom quartile). Yield to maturity (debt): 6.03% (lower mid). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.16 yrs (upper mid). Modified duration: 0.17 yrs (lower mid). Modified duration: 0.17 yrs (bottom quartile). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
Edelweiss Liquid Fund
1 वर्षाच्या सर्वाधिक परताव्यासह टॉप 5 अल्ट्रा शॉर्ट टर्म फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D Aditya Birla Sun Life Savings Fund Growth ₹570.231
↑ 0.06 ₹23,615 1.4 3 7.2 7.4 7.4 6.81% 5M 19D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.7723
↑ 0.00 ₹16,907 1.3 3 6.9 7.1 7.1 6.82% 5M 19D 7M 10D SBI Magnum Ultra Short Duration Fund Growth ₹6,203.04
↑ 0.65 ₹14,639 1.4 3 6.8 7.1 7 6.49% 5M 5D 5M 23D Kotak Savings Fund Growth ₹44.4745
↑ 0.00 ₹14,243 1.4 2.9 6.7 6.9 6.8 6.66% 5M 26D 6M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Kotak Savings Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹23,615 Cr). Upper mid AUM (₹16,907 Cr). Lower mid AUM (₹14,639 Cr). Bottom quartile AUM (₹14,243 Cr). Point 2 Established history (18+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (21+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderately Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 7.16% (upper mid). 1Y return: 6.90% (lower mid). 1Y return: 6.78% (bottom quartile). 1Y return: 6.68% (bottom quartile). Point 6 1M return: 0.59% (lower mid). 1M return: 0.64% (top quartile). 1M return: 0.60% (upper mid). 1M return: 0.58% (bottom quartile). 1M return: 0.59% (bottom quartile). Point 7 Sharpe: 2.57 (bottom quartile). Sharpe: 3.14 (top quartile). Sharpe: 2.94 (upper mid). Sharpe: 2.90 (lower mid). Sharpe: 2.06 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.81% (upper mid). Yield to maturity (debt): 6.82% (top quartile). Yield to maturity (debt): 6.49% (bottom quartile). Yield to maturity (debt): 6.66% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.47 yrs (lower mid). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.43 yrs (upper mid). Modified duration: 0.49 yrs (bottom quartile). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Kotak Savings Fund
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3 वर्षाच्या सर्वोच्च परताव्यासह टॉप 5 शॉर्ट टर्म फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% HDFC Short Term Debt Fund Growth ₹33.2251
↑ 0.01 ₹18,079 1 2.8 7.5 7.7 7.8 7.11% 2Y 5M 12D 3Y 6M 25D ICICI Prudential Short Term Fund Growth ₹62.5012
↑ 0.01 ₹20,935 1.1 2.9 7.6 7.7 8 7.32% 2Y 6M 29D 4Y 7M 24D Axis Short Term Fund Growth ₹32.0937
↑ 0.00 ₹12,708 1.1 2.7 7.7 7.6 8.1 7.04% 2Y 3M 14D 2Y 10M 2D Nippon India Short Term Fund Growth ₹54.7629
↑ 0.00 ₹9,723 1 2.7 7.5 7.6 7.9 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Axis Short Term Fund Nippon India Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹18,079 Cr). Highest AUM (₹20,935 Cr). Lower mid AUM (₹12,708 Cr). Bottom quartile AUM (₹9,723 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (16+ yrs). Established history (23+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 7.46% (bottom quartile). 1Y return: 7.59% (lower mid). 1Y return: 7.70% (upper mid). 1Y return: 7.54% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.79% (lower mid). 1M return: 0.72% (bottom quartile). 1M return: 0.78% (bottom quartile). 1M return: 0.85% (upper mid). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.26 (lower mid). Sharpe: 1.58 (top quartile). Sharpe: 1.41 (upper mid). Sharpe: 1.15 (bottom quartile). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.11% (upper mid). Yield to maturity (debt): 7.32% (top quartile). Yield to maturity (debt): 7.04% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.45 yrs (bottom quartile). Modified duration: 2.58 yrs (bottom quartile). Modified duration: 2.29 yrs (lower mid). Modified duration: 0.00 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Nippon India Short Term Fund
शीर्ष 5 गिल्ट फंड 3 वर्षातील सर्वाधिक परतावा
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹105.035
↑ 0.09 ₹9,181 1 1.7 6 7.5 6.8 7.25% 6Y 6M 7D 18Y 4M 17D Axis Gilt Fund Growth ₹25.9005
↑ 0.03 ₹686 0.9 1.6 4.8 7.4 5.2 6.82% 7Y 7M 2D 17Y 10M 13D UTI Gilt Fund Growth ₹64.0726
↑ 0.07 ₹545 1.3 2.2 5.2 7 5.1 6.65% 5Y 2M 1D 7Y 1M 2D SBI Magnum Gilt Fund Growth ₹66.6567
↑ 0.04 ₹10,817 0.5 1.2 4.2 7 4.5 6.44% 5Y 1M 6D 8Y 2M 16D DSP Government Securities Fund Growth ₹96.2892
↑ 0.18 ₹1,292 0.9 0.8 3.8 7 4.5 7.36% 11Y 1M 20D 30Y 10M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹9,181 Cr). Bottom quartile AUM (₹686 Cr). Bottom quartile AUM (₹545 Cr). Highest AUM (₹10,817 Cr). Lower mid AUM (₹1,292 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Established history (26+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.05% (top quartile). 1Y return: 4.82% (lower mid). 1Y return: 5.25% (upper mid). 1Y return: 4.22% (bottom quartile). 1Y return: 3.80% (bottom quartile). Point 6 1M return: 0.65% (bottom quartile). 1M return: 0.69% (lower mid). 1M return: 1.17% (top quartile). 1M return: 0.70% (upper mid). 1M return: 0.62% (bottom quartile). Point 7 Sharpe: 0.24 (top quartile). Sharpe: -0.17 (upper mid). Sharpe: -0.20 (lower mid). Sharpe: -0.32 (bottom quartile). Sharpe: -0.28 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.25% (upper mid). Yield to maturity (debt): 6.82% (lower mid). Yield to maturity (debt): 6.65% (bottom quartile). Yield to maturity (debt): 6.44% (bottom quartile). Yield to maturity (debt): 7.36% (top quartile). Point 10 Modified duration: 6.52 yrs (lower mid). Modified duration: 7.59 yrs (bottom quartile). Modified duration: 5.17 yrs (upper mid). Modified duration: 5.10 yrs (top quartile). Modified duration: 11.14 yrs (bottom quartile). ICICI Prudential Gilt Fund
Axis Gilt Fund
UTI Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
3 वर्षातील सर्वाधिक परतावा असलेले टॉप 5 डायनॅमिक फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 ₹99 2.4 22.4 31.9 11.7 0% 3M 18D IIFL Dynamic Bond Fund Growth ₹23.5523
↑ 0.02 ₹618 1.4 3.3 8.6 8.5 8.5 7.28% 4Y 8M 6D 6Y 7M 11D Nippon India Dynamic Bond Fund Growth ₹38.4383
↑ 0.01 ₹4,388 1 2 6.8 7.8 7.1 7.12% 3Y 6M 14D 4Y 9M 4D ICICI Prudential Long Term Plan Growth ₹38.0251
↑ 0.02 ₹14,929 1 2.3 6.6 7.6 7.2 7.62% 4Y 10M 28D 12Y 7M 13D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.5968
↑ 0.02 ₹1,878 1.1 2.3 6.7 7.5 7 7.69% 6Y 11D 12Y 7M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Dynamic Accrual Fund IIFL Dynamic Bond Fund Nippon India Dynamic Bond Fund ICICI Prudential Long Term Plan Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹618 Cr). Upper mid AUM (₹4,388 Cr). Highest AUM (₹14,929 Cr). Lower mid AUM (₹1,878 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (21+ yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Not Rated. Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 31.90% (top quartile). 1Y return: 8.55% (upper mid). 1Y return: 6.81% (lower mid). 1Y return: 6.63% (bottom quartile). 1Y return: 6.66% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.95% (lower mid). 1M return: 1.23% (upper mid). 1M return: 0.70% (bottom quartile). 1M return: 0.87% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.94 (upper mid). Sharpe: 0.39 (bottom quartile). Sharpe: 0.53 (lower mid). Sharpe: 0.30 (bottom quartile). Point 8 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.28% (lower mid). Yield to maturity (debt): 7.12% (bottom quartile). Yield to maturity (debt): 7.62% (upper mid). Yield to maturity (debt): 7.69% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.68 yrs (lower mid). Modified duration: 3.54 yrs (upper mid). Modified duration: 4.91 yrs (bottom quartile). Modified duration: 6.03 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Nippon India Dynamic Bond Fund
ICICI Prudential Long Term Plan
Aditya Birla Sun Life Dynamic Bond Fund
सर्वाधिक परतावा देणारे सर्वोत्कृष्ट इक्विटी म्युच्युअल फंड 2022
इक्विटी फंड हे प्रामुख्याने कंपन्यांच्या शेअर्समध्ये किंवा शेअर्समध्ये गुंतवणूक करतात. इक्विटी फंड खरेदी करणे हा कंपनी थेट सुरू न करता (थोड्या प्रमाणात) व्यवसायाचा मालक बनण्याचा एक उत्तम मार्ग आहे. हे फंड शेअर्समध्ये गुंतवणूक करत असल्याने ते अस्थिर असतात. परंतु, त्यांच्याकडे दीर्घकाळात उच्च परतावा देण्याची मोठी क्षमता आहे. इक्विटी फंडाचे विविध प्रकार आहेत जसे कीलार्ज कॅप फंड,मिड-कॅप आणिस्मॉल कॅप फंड,वैविध्यपूर्ण निधी,क्षेत्र निधी, इ. इक्विटीमध्ये गुंतवणूक करण्याची योजना आखत असलेल्या गुंतवणूकदारांना उच्च-जोखीम भूक आणि दीर्घ कालावधीसाठी, आदर्शतः 5-10 वर्षे आणि त्याहून अधिक कालावधीसाठी गुंतवणूक केली पाहिजे. खालील आहेतसर्वोत्तम इक्विटी म्युच्युअल फंड सर्वाधिक परताव्यासह.
5 वर्षातील सर्वाधिक परतावा असलेले टॉप 5 लार्ज कॅप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹93.409
↑ 0.15 ₹50,876 -0.6 3.7 15.9 19.1 17.3 9.2 ICICI Prudential Bluechip Fund Growth ₹114
↑ 0.33 ₹78,502 -1.2 4.1 14 18 15.4 11.3 HDFC Top 100 Fund Growth ₹1,178.64
↑ 1.88 ₹40,604 0.3 5 12.1 16.1 14.3 7.9 Invesco India Largecap Fund Growth ₹70.23
↑ 0.12 ₹1,718 -2.3 3.3 14.6 17.6 13.8 5.5 JM Core 11 Fund Growth ₹20.0339
↑ 0.12 ₹299 -2.4 4.9 12.6 17.8 13.7 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund Invesco India Largecap Fund JM Core 11 Fund Point 1 Upper mid AUM (₹50,876 Cr). Highest AUM (₹78,502 Cr). Lower mid AUM (₹40,604 Cr). Bottom quartile AUM (₹1,718 Cr). Bottom quartile AUM (₹299 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 17.32% (top quartile). 5Y return: 15.40% (upper mid). 5Y return: 14.31% (lower mid). 5Y return: 13.78% (bottom quartile). 5Y return: 13.68% (bottom quartile). Point 6 3Y return: 19.14% (top quartile). 3Y return: 18.05% (upper mid). 3Y return: 16.06% (bottom quartile). 3Y return: 17.58% (bottom quartile). 3Y return: 17.81% (lower mid). Point 7 1Y return: 15.93% (top quartile). 1Y return: 14.03% (lower mid). 1Y return: 12.09% (bottom quartile). 1Y return: 14.59% (upper mid). 1Y return: 12.58% (bottom quartile). Point 8 Alpha: -0.94 (upper mid). Alpha: 1.30 (top quartile). Alpha: -1.63 (lower mid). Alpha: -5.05 (bottom quartile). Alpha: -9.25 (bottom quartile). Point 9 Sharpe: 0.29 (upper mid). Sharpe: 0.48 (top quartile). Sharpe: 0.21 (lower mid). Sharpe: 0.04 (bottom quartile). Sharpe: -0.39 (bottom quartile). Point 10 Information ratio: 1.37 (top quartile). Information ratio: 1.26 (upper mid). Information ratio: 0.54 (bottom quartile). Information ratio: 0.67 (lower mid). Information ratio: 0.16 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
Invesco India Largecap Fund
JM Core 11 Fund
5 वर्षांच्या सर्वाधिक परताव्यासह टॉप 5 मिड आणि स्मॉल कॅप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹163.928
↑ 1.19 ₹68,287 -4.2 -0.9 12.8 21.1 23.6 -4.7 Motilal Oswal Midcap 30 Fund Growth ₹93.1965
↓ 0.00 ₹36,880 -10.2 -8.4 1.6 23 23.4 -12.1 HDFC Mid-Cap Opportunities Fund Growth ₹204.504
↑ 1.34 ₹92,642 -0.2 7 21.6 26.1 23 6.8 Edelweiss Mid Cap Fund Growth ₹103.469
↑ 0.22 ₹13,650 -1.3 4.1 20.7 25.8 21.3 3.8 Invesco India Mid Cap Fund Growth ₹182.14
↑ 0.42 ₹10,296 -2.4 1.5 24.8 27.5 21 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Small Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Point 1 Upper mid AUM (₹68,287 Cr). Lower mid AUM (₹36,880 Cr). Highest AUM (₹92,642 Cr). Bottom quartile AUM (₹13,650 Cr). Bottom quartile AUM (₹10,296 Cr). Point 2 Established history (15+ yrs). Established history (11+ yrs). Oldest track record among peers (18 yrs). Established history (18+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 23.64% (top quartile). 5Y return: 23.38% (upper mid). 5Y return: 22.98% (lower mid). 5Y return: 21.33% (bottom quartile). 5Y return: 21.05% (bottom quartile). Point 6 3Y return: 21.06% (bottom quartile). 3Y return: 22.99% (bottom quartile). 3Y return: 26.12% (upper mid). 3Y return: 25.79% (lower mid). 3Y return: 27.45% (top quartile). Point 7 1Y return: 12.78% (bottom quartile). 1Y return: 1.62% (bottom quartile). 1Y return: 21.56% (upper mid). 1Y return: 20.71% (lower mid). 1Y return: 24.78% (top quartile). Point 8 Alpha: -1.23 (lower mid). Alpha: -18.12 (bottom quartile). Alpha: 0.63 (top quartile). Alpha: -1.98 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: -0.42 (bottom quartile). Sharpe: -0.79 (bottom quartile). Sharpe: 0.12 (top quartile). Sharpe: -0.02 (lower mid). Sharpe: 0.11 (upper mid). Point 10 Information ratio: -0.02 (bottom quartile). Information ratio: 0.10 (lower mid). Information ratio: 0.44 (top quartile). Information ratio: 0.40 (upper mid). Information ratio: 0.00 (bottom quartile). Nippon India Small Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
टॉप 5 डायव्हर्सिफाइड फंड्स किंवा मल्टी कॅप फंड 5 वर्षांच्या सर्वाधिक परताव्यासह
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹300.15
↑ 0.74 ₹50,352 -1.7 1 17 21.9 21.6 4.1 HDFC Equity Fund Growth ₹2,090.48
↑ 4.07 ₹96,295 0.6 6.1 17 22.2 20.3 11.4 Mahindra Badhat Yojana Growth ₹36.1351
↑ 0.15 ₹6,133 -1.1 4.4 17.7 21.2 18.6 3.4 Parag Parikh Long Term Equity Fund Growth ₹84.9793
↑ 0.81 ₹133,309 -1.6 0.5 7.6 19.7 17.3 7.8 JM Multicap Fund Growth ₹95.4205
↑ 0.75 ₹5,463 -3.5 -0.1 4.6 19.9 17 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana Parag Parikh Long Term Equity Fund JM Multicap Fund Point 1 Lower mid AUM (₹50,352 Cr). Upper mid AUM (₹96,295 Cr). Bottom quartile AUM (₹6,133 Cr). Highest AUM (₹133,309 Cr). Bottom quartile AUM (₹5,463 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (12+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.60% (top quartile). 5Y return: 20.32% (upper mid). 5Y return: 18.62% (lower mid). 5Y return: 17.34% (bottom quartile). 5Y return: 16.98% (bottom quartile). Point 6 3Y return: 21.92% (upper mid). 3Y return: 22.21% (top quartile). 3Y return: 21.19% (lower mid). 3Y return: 19.74% (bottom quartile). 3Y return: 19.89% (bottom quartile). Point 7 1Y return: 17.03% (upper mid). 1Y return: 16.99% (lower mid). 1Y return: 17.74% (top quartile). 1Y return: 7.62% (bottom quartile). 1Y return: 4.58% (bottom quartile). Point 8 Alpha: -1.30 (lower mid). Alpha: 3.70 (top quartile). Alpha: -1.73 (bottom quartile). Alpha: 0.65 (upper mid). Alpha: -14.34 (bottom quartile). Point 9 Sharpe: -0.05 (lower mid). Sharpe: 0.53 (top quartile). Sharpe: -0.07 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: -0.73 (bottom quartile). Point 10 Information ratio: 0.64 (lower mid). Information ratio: 1.24 (top quartile). Information ratio: 0.17 (bottom quartile). Information ratio: 0.80 (upper mid). Information ratio: 0.59 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
Parag Parikh Long Term Equity Fund
JM Multicap Fund
5 वर्षातील सर्वाधिक परतावा असलेले टॉप 5 सेक्टर फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹36.5276
↑ 0.18 ₹5,817 6.8 17.1 33.3 34.1 28.3 11.3 ICICI Prudential Infrastructure Fund Growth ₹197.62
↑ 1.04 ₹8,134 -1.3 2.8 17.4 25.2 26.8 6.7 Invesco India PSU Equity Fund Growth ₹68.34
↑ 0.60 ₹1,449 1.9 10.3 31.4 31.8 26.5 10.3 DSP India T.I.G.E.R Fund Growth ₹324.783
↑ 1.00 ₹5,323 1.1 5.2 21.7 25.7 24.4 -2.5 Nippon India Power and Infra Fund Growth ₹352.934
↑ 1.19 ₹7,117 -0.9 4.4 19.8 26.4 23.8 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund DSP India T.I.G.E.R Fund Nippon India Power and Infra Fund Point 1 Lower mid AUM (₹5,817 Cr). Highest AUM (₹8,134 Cr). Bottom quartile AUM (₹1,449 Cr). Bottom quartile AUM (₹5,323 Cr). Upper mid AUM (₹7,117 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 28.26% (top quartile). 5Y return: 26.82% (upper mid). 5Y return: 26.47% (lower mid). 5Y return: 24.39% (bottom quartile). 5Y return: 23.80% (bottom quartile). Point 6 3Y return: 34.12% (top quartile). 3Y return: 25.17% (bottom quartile). 3Y return: 31.84% (upper mid). 3Y return: 25.71% (bottom quartile). 3Y return: 26.37% (lower mid). Point 7 1Y return: 33.26% (top quartile). 1Y return: 17.42% (bottom quartile). 1Y return: 31.42% (upper mid). 1Y return: 21.75% (lower mid). 1Y return: 19.84% (bottom quartile). Point 8 Alpha: -0.22 (lower mid). Alpha: 0.00 (top quartile). Alpha: -1.90 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -15.06 (bottom quartile). Point 9 Sharpe: 0.33 (top quartile). Sharpe: 0.12 (lower mid). Sharpe: 0.27 (upper mid). Sharpe: -0.31 (bottom quartile). Sharpe: -0.20 (bottom quartile). Point 10 Information ratio: -0.47 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.37 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.34 (top quartile). SBI PSU Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
DSP India T.I.G.E.R Fund
Nippon India Power and Infra Fund
सर्वाधिक परतावा देणारे सर्वोत्कृष्ट हायब्रीड म्युच्युअल फंड 2022
हायब्रीड फंड, या नावानेही ओळखले जातेसंतुलित निधी कर्ज आणि इक्विटी दोन्हीच्या संयोजनात. डेट हायब्रीड फंडामध्ये डेट सिक्युरिटीजमधील गुंतवणुकीचा मोठा भाग असू शकतो आणि इक्विटी हायब्रीडमध्ये इक्विटी साधनांचा मोठा भाग असू शकतो. संतुलित निधी गुंतवणूकदारांना केवळ आनंद घेऊ देत नाहीभांडवल वाढ, पण मिळवानिश्चित उत्पन्न नियमित अंतराने.
3 वर्षांच्या सर्वाधिक परताव्यासह टॉप 5 हायब्रिड डेट फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential MIP 25 Growth ₹78.0266
↑ 0.06 ₹3,359 0.4 2.6 8.7 10.3 8.7 7.9 Kotak Debt Hybrid Fund Growth ₹59.5969
↑ 0.11 ₹3,108 0.6 2.6 6.8 10.1 9 5.3 SBI Debt Hybrid Fund Growth ₹74.7388
↑ 0.07 ₹9,851 0.3 3 9 10 9.2 6.7 HDFC Hybrid Debt Fund Growth ₹83.8862
↑ 0.12 ₹3,354 0.7 2.5 6.9 10 9.2 5.5 DSP Regular Savings Fund Growth ₹60.0536
↑ 0.03 ₹184 0.5 2.3 8 9.9 8 7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 Kotak Debt Hybrid Fund SBI Debt Hybrid Fund HDFC Hybrid Debt Fund DSP Regular Savings Fund Point 1 Upper mid AUM (₹3,359 Cr). Bottom quartile AUM (₹3,108 Cr). Highest AUM (₹9,851 Cr). Lower mid AUM (₹3,354 Cr). Bottom quartile AUM (₹184 Cr). Point 2 Established history (21+ yrs). Established history (22+ yrs). Oldest track record among peers (24 yrs). Established history (22+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 5★ (upper mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.75% (bottom quartile). 5Y return: 8.97% (lower mid). 5Y return: 9.22% (upper mid). 5Y return: 9.25% (top quartile). 5Y return: 7.98% (bottom quartile). Point 6 3Y return: 10.29% (top quartile). 3Y return: 10.11% (upper mid). 3Y return: 10.04% (lower mid). 3Y return: 9.97% (bottom quartile). 3Y return: 9.88% (bottom quartile). Point 7 1Y return: 8.69% (upper mid). 1Y return: 6.83% (bottom quartile). 1Y return: 9.01% (top quartile). 1Y return: 6.86% (bottom quartile). 1Y return: 8.04% (lower mid). Point 8 1M return: 0.44% (bottom quartile). 1M return: 0.73% (lower mid). 1M return: 0.90% (upper mid). 1M return: 0.94% (top quartile). 1M return: 0.21% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: -2.43 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.01 (top quartile). Point 10 Sharpe: 0.57 (top quartile). Sharpe: -0.12 (bottom quartile). Sharpe: 0.16 (lower mid). Sharpe: -0.09 (bottom quartile). Sharpe: 0.33 (upper mid). ICICI Prudential MIP 25
Kotak Debt Hybrid Fund
SBI Debt Hybrid Fund
HDFC Hybrid Debt Fund
DSP Regular Savings Fund
शीर्ष 5 हायब्रीड इक्विटी फंड 3 वर्षांच्या सर्वाधिक परताव्यासह
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Equity and Debt Fund Growth ₹410.84
↑ 1.12 ₹49,641 0.2 5.2 15.6 19.2 19.1 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.3
↑ 0.21 ₹1,349 -0.3 2.4 15.2 18.8 18.4 -0.9 JM Equity Hybrid Fund Growth ₹118.369
↑ 0.23 ₹785 -3.5 0.8 6.3 17.5 14.8 -3.1 UTI Hybrid Equity Fund Growth ₹416.708
↑ 0.97 ₹6,758 0.2 4.7 11.1 16.5 14.6 6.4 Bandhan Hybrid Equity Fund Growth ₹27.134
↑ 0.06 ₹1,576 0.4 5.4 18.7 16.5 13.5 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund JM Equity Hybrid Fund UTI Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Highest AUM (₹49,641 Cr). Bottom quartile AUM (₹1,349 Cr). Bottom quartile AUM (₹785 Cr). Upper mid AUM (₹6,758 Cr). Lower mid AUM (₹1,576 Cr). Point 2 Established history (26+ yrs). Established history (9+ yrs). Established history (30+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 3★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.15% (top quartile). 5Y return: 18.37% (upper mid). 5Y return: 14.79% (lower mid). 5Y return: 14.62% (bottom quartile). 5Y return: 13.48% (bottom quartile). Point 6 3Y return: 19.23% (top quartile). 3Y return: 18.82% (upper mid). 3Y return: 17.53% (lower mid). 3Y return: 16.53% (bottom quartile). 3Y return: 16.46% (bottom quartile). Point 7 1Y return: 15.59% (upper mid). 1Y return: 15.15% (lower mid). 1Y return: 6.33% (bottom quartile). 1Y return: 11.06% (bottom quartile). 1Y return: 18.67% (top quartile). Point 8 1M return: 0.89% (lower mid). 1M return: 1.38% (top quartile). 1M return: -0.50% (bottom quartile). 1M return: 0.26% (bottom quartile). 1M return: 1.33% (upper mid). Point 9 Alpha: 4.49 (top quartile). Alpha: 0.00 (upper mid). Alpha: -11.83 (bottom quartile). Alpha: -2.19 (bottom quartile). Alpha: -1.32 (lower mid). Point 10 Sharpe: 0.83 (top quartile). Sharpe: -0.29 (bottom quartile). Sharpe: -0.65 (bottom quartile). Sharpe: 0.08 (lower mid). Sharpe: 0.17 (upper mid). ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
JM Equity Hybrid Fund
UTI Hybrid Equity Fund
Bandhan Hybrid Equity Fund
3 वर्षातील सर्वाधिक परतावा 2022 असलेले सर्वोत्कृष्ट गोल्ड फंड
ज्या गुंतवणूकदारांना म्युच्युअल फंडाद्वारे सोन्याचे एक्सपोजर घ्यायचे आहे ते प्राधान्य देऊ शकतातसोन्यात गुंतवणूक निधी गोल्ड म्युच्युअल फंड सोन्यात गुंतवणूक करतातईटीएफ (एक्सचेंज ट्रेडेड फंड). भौतिक सोन्याच्या विपरीत, ते खरेदी आणि पूर्तता करणे सोपे आहे. गेल्या ३ वर्षात सर्वाधिक परतावा देणारे गोल्ड फंड खालीलप्रमाणे आहेत.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Gold Fund Growth ₹43.8991
↓ -0.92 ₹10,775 22.1 49.7 73.4 37.3 24.9 71.5 Aditya Birla Sun Life Gold Fund Growth ₹43.7074
↓ -0.88 ₹1,266 22.4 50 73.7 37.2 24.8 72 HDFC Gold Fund Growth ₹44.837
↓ -0.85 ₹8,501 22 49.6 73.4 37.1 24.6 71.3 ICICI Prudential Regular Gold Savings Fund Growth ₹46.3958
↓ -0.99 ₹4,482 22.1 49.4 73.3 37 24.7 72 Nippon India Gold Savings Fund Growth ₹57.3746
↓ -1.08 ₹5,301 22.1 49.5 73.2 37 24.7 71.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund HDFC Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund Point 1 Highest AUM (₹10,775 Cr). Bottom quartile AUM (₹1,266 Cr). Upper mid AUM (₹8,501 Cr). Bottom quartile AUM (₹4,482 Cr). Lower mid AUM (₹5,301 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.87% (top quartile). 5Y return: 24.82% (upper mid). 5Y return: 24.64% (bottom quartile). 5Y return: 24.70% (bottom quartile). 5Y return: 24.71% (lower mid). Point 6 3Y return: 37.33% (top quartile). 3Y return: 37.18% (upper mid). 3Y return: 37.06% (lower mid). 3Y return: 36.99% (bottom quartile). 3Y return: 36.97% (bottom quartile). Point 7 1Y return: 73.36% (lower mid). 1Y return: 73.74% (top quartile). 1Y return: 73.36% (upper mid). 1Y return: 73.29% (bottom quartile). 1Y return: 73.18% (bottom quartile). Point 8 1M return: 5.70% (bottom quartile). 1M return: 5.98% (top quartile). 1M return: 5.72% (upper mid). 1M return: 5.65% (bottom quartile). 1M return: 5.71% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 4.38 (bottom quartile). Sharpe: 4.49 (top quartile). Sharpe: 4.39 (lower mid). Sharpe: 4.33 (bottom quartile). Sharpe: 4.46 (upper mid). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
HDFC Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings Fund
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