+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 BOI AXA Liquid Fund Growth ₹3,076.96
↑ 0.44 ₹1,513 0.5 1.4 3 6.7 7.4 5.95% 1M 10D 1M 10D Axis Liquid Fund Growth ₹2,974.7
↑ 0.43 ₹35,360 0.5 1.4 3 6.7 7.4 6% 1M 6D 1M 8D Indiabulls Liquid Fund Growth ₹2,583.61
↑ 0.36 ₹155 0.5 1.4 3 6.7 7.4 6.03% 1M 9D 1M 9D Edelweiss Liquid Fund Growth ₹3,416.71
↑ 0.49 ₹10,621 0.5 1.5 3 6.6 7.3 5.98% 2M 5D 2M 5D PGIM India Insta Cash Fund Growth ₹347.781
↑ 0.05 ₹573 0.5 1.4 2.9 6.6 7.3 5.95% 1M 2D 1M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund Edelweiss Liquid Fund PGIM India Insta Cash Fund Point 1 Lower mid AUM (₹1,513 Cr). Highest AUM (₹35,360 Cr). Bottom quartile AUM (₹155 Cr). Upper mid AUM (₹10,621 Cr). Bottom quartile AUM (₹573 Cr). Point 2 Established history (17+ yrs). Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (18 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 5★ (upper mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.67% (top quartile). 1Y return: 6.67% (upper mid). 1Y return: 6.66% (lower mid). 1Y return: 6.64% (bottom quartile). 1Y return: 6.64% (bottom quartile). Point 6 1M return: 0.49% (top quartile). 1M return: 0.49% (bottom quartile). 1M return: 0.49% (upper mid). 1M return: 0.49% (lower mid). 1M return: 0.48% (bottom quartile). Point 7 Sharpe: 3.61 (top quartile). Sharpe: 3.13 (lower mid). Sharpe: 2.76 (bottom quartile). Sharpe: 3.25 (upper mid). Sharpe: 2.91 (bottom quartile). Point 8 Information ratio: 1.09 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -1.01 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.36 (bottom quartile). Point 9 Yield to maturity (debt): 5.95% (bottom quartile). Yield to maturity (debt): 6.00% (upper mid). Yield to maturity (debt): 6.03% (top quartile). Yield to maturity (debt): 5.98% (lower mid). Yield to maturity (debt): 5.95% (bottom quartile). Point 10 Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 0.11 yrs (lower mid). Modified duration: 0.18 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
Edelweiss Liquid Fund
PGIM India Insta Cash 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 ₹563.215
↑ 0.27 ₹22,389 1.6 3.4 7.7 7.5 7.9 6.81% 5M 19D 6M 22D ICICI Prudential Ultra Short Term Fund Growth ₹28.4171
↑ 0.01 ₹17,841 1.6 3.2 7.3 7.2 7.5 6.64% 4M 24D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,124.96
↑ 2.77 ₹14,505 1.5 3.2 7.1 7.2 7.4 6.39% 4M 20D 5M 26D Invesco India Ultra Short Term Fund Growth ₹2,762.26
↑ 1.26 ₹1,259 1.5 3.1 7 7 7.5 6.37% 4M 23D 5M 2D 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 Invesco India Ultra Short Term Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹22,389 Cr). Upper mid AUM (₹17,841 Cr). Lower mid AUM (₹14,505 Cr). Bottom quartile AUM (₹1,259 Cr). Point 2 Established history (17+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (14+ 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: Moderate. Point 5 1Y return: 13.69% (top quartile). 1Y return: 7.67% (upper mid). 1Y return: 7.27% (lower mid). 1Y return: 7.12% (bottom quartile). 1Y return: 7.02% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.56% (upper mid). 1M return: 0.53% (lower mid). 1M return: 0.52% (bottom quartile). 1M return: 0.49% (bottom quartile). Point 7 Sharpe: 2.57 (lower mid). Sharpe: 3.40 (top quartile). Sharpe: 2.79 (upper mid). Sharpe: 2.48 (bottom quartile). Sharpe: 2.37 (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% (top quartile). Yield to maturity (debt): 6.64% (upper mid). Yield to maturity (debt): 6.39% (lower mid). Yield to maturity (debt): 6.37% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.40 yrs (bottom quartile). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.40 yrs (lower mid). 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
Invesco India Ultra Short Term 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 ₹32.917
↑ 0.02 ₹17,947 1.8 2.8 8.3 7.9 8.3 6.98% 2Y 3M 14D 3Y 5M 8D ICICI Prudential Short Term Fund Growth ₹61.8935
↑ 0.04 ₹22,880 1.9 3 8.3 7.8 7.8 7.19% 2Y 7M 13D 4Y 8M 12D Axis Short Term Fund Growth ₹31.8002
↑ 0.02 ₹12,346 1.8 2.9 8.6 7.7 8 6.88% 2Y 2M 19D 2Y 8M 26D Nippon India Short Term Fund Growth ₹54.2862
↑ 0.02 ₹9,297 1.8 2.7 8.5 7.7 8 7.04% 2Y 8M 1D 3Y 3M 29D 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 (₹17,947 Cr). Highest AUM (₹22,880 Cr). Lower mid AUM (₹12,346 Cr). Bottom quartile AUM (₹9,297 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (22+ 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: 8.31% (bottom quartile). 1Y return: 8.32% (bottom quartile). 1Y return: 8.65% (upper mid). 1Y return: 8.51% (lower mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.55% (lower mid). 1M return: 0.63% (upper mid). 1M return: 0.52% (bottom quartile). 1M return: 0.51% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.44 (bottom quartile). Sharpe: 1.59 (upper mid). Sharpe: 1.73 (top quartile). Sharpe: 1.45 (lower mid). 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): 6.98% (lower mid). Yield to maturity (debt): 7.19% (top quartile). Yield to maturity (debt): 6.88% (bottom quartile). Yield to maturity (debt): 7.04% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.29 yrs (lower mid). Modified duration: 2.62 yrs (bottom quartile). Modified duration: 2.22 yrs (upper mid). Modified duration: 2.67 yrs (bottom quartile). 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 ₹104.329
↑ 0.17 ₹9,146 1.6 0.8 7.3 7.7 8.2 7.13% 6Y 1M 28D 17Y 5M 1D Axis Gilt Fund Growth ₹25.7672
↑ 0.05 ₹576 1.8 -0.6 6.1 7.4 10 6.77% 7Y 3M 25D 18Y 6M 4D SBI Magnum Gilt Fund Growth ₹66.4918
↑ 0.13 ₹11,055 1.8 -1 5.8 7.2 8.9 6.93% 8Y 5M 12D 16Y 4M 17D DSP Government Securities Fund Growth ₹95.9194
↑ 0.24 ₹1,342 1.1 -1.7 4.9 7.1 10.1 7.07% 10Y 10M 20D 28Y 6M 25D Bandhan Government Securities Fund - Investment Plan Growth ₹35.3671
↑ 0.04 ₹2,343 2.1 -1.4 4.6 7.1 10.6 6.67% 5Y 6M 14D 7Y 3M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Bandhan Government Securities Fund - Investment Plan Point 1 Upper mid AUM (₹9,146 Cr). Bottom quartile AUM (₹576 Cr). Highest AUM (₹11,055 Cr). Bottom quartile AUM (₹1,342 Cr). Lower mid AUM (₹2,343 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (13+ yrs). Established history (24+ yrs). Established history (26+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (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: 7.26% (top quartile). 1Y return: 6.11% (upper mid). 1Y return: 5.77% (lower mid). 1Y return: 4.91% (bottom quartile). 1Y return: 4.58% (bottom quartile). Point 6 1M return: -0.02% (lower mid). 1M return: -0.08% (bottom quartile). 1M return: 0.02% (upper mid). 1M return: -0.59% (bottom quartile). 1M return: 0.27% (top quartile). Point 7 Sharpe: 0.35 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.19 (lower mid). Sharpe: -0.30 (bottom quartile). Sharpe: -0.44 (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): 7.13% (top quartile). Yield to maturity (debt): 6.77% (bottom quartile). Yield to maturity (debt): 6.93% (lower mid). Yield to maturity (debt): 7.07% (upper mid). Yield to maturity (debt): 6.67% (bottom quartile). Point 10 Modified duration: 6.16 yrs (upper mid). Modified duration: 7.32 yrs (lower mid). Modified duration: 8.45 yrs (bottom quartile). Modified duration: 10.89 yrs (bottom quartile). Modified duration: 5.54 yrs (top quartile). ICICI Prudential Gilt Fund
Axis Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
Bandhan Government Securities Fund - Investment Plan
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 ₹23.2851
↑ 0.01 ₹639 2.3 2.6 9.2 8.4 9.6 7.15% 4Y 11M 7D 6Y 10M 20D Nippon India Dynamic Bond Fund Growth ₹38.0721
↑ 0.02 ₹4,288 1.6 1.2 7.8 7.9 9 6.79% 3Y 10M 10D 4Y 7M 24D ICICI Prudential Long Term Plan Growth ₹37.7108
↑ 0.04 ₹14,941 1.7 1.8 7.7 7.7 8.2 7.57% 4Y 9M 14D 12Y 4M 24D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.1997
↑ 0.04 ₹1,918 1.6 0.8 7.8 7.6 8.8 7.59% 6Y 3M 4D 12Y 5M 26D 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 (₹639 Cr). Upper mid AUM (₹4,288 Cr). Highest AUM (₹14,941 Cr). Lower mid AUM (₹1,918 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (21+ yrs). Established history (15+ 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: 9.24% (upper mid). 1Y return: 7.83% (lower mid). 1Y return: 7.68% (bottom quartile). 1Y return: 7.77% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.56% (upper mid). 1M return: 0.32% (lower mid). 1M return: 0.22% (bottom quartile). 1M return: 0.26% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.85 (upper mid). Sharpe: 0.55 (bottom quartile). Sharpe: 0.65 (lower mid). Sharpe: 0.33 (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): 7.15% (lower mid). Yield to maturity (debt): 6.79% (bottom quartile). Yield to maturity (debt): 7.57% (upper mid). Yield to maturity (debt): 7.59% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.94 yrs (bottom quartile). Modified duration: 3.86 yrs (upper mid). Modified duration: 4.79 yrs (lower mid). Modified duration: 6.26 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 ₹93.243
↓ -0.49 ₹48,871 2 5.1 8.4 18.5 22.1 18.2 ICICI Prudential Bluechip Fund Growth ₹115.16
↓ -0.44 ₹75,863 3.9 5.8 9.9 17.8 19.6 16.9 HDFC Top 100 Fund Growth ₹1,168.73
↓ -4.14 ₹39,779 2.8 3.9 5.9 15.2 18.9 11.6 TATA Large Cap Fund Growth ₹518.789
↓ -2.38 ₹2,790 4.6 4.6 7.8 14.2 17.3 12.9 Invesco India Largecap Fund Growth ₹71.22
↓ -0.20 ₹1,686 3 4.6 6.8 16.5 17.2 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund TATA Large Cap Fund Invesco India Largecap Fund Point 1 Upper mid AUM (₹48,871 Cr). Highest AUM (₹75,863 Cr). Lower mid AUM (₹39,779 Cr). Bottom quartile AUM (₹2,790 Cr). Bottom quartile AUM (₹1,686 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (27+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). 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: 22.06% (top quartile). 5Y return: 19.59% (upper mid). 5Y return: 18.88% (lower mid). 5Y return: 17.34% (bottom quartile). 5Y return: 17.24% (bottom quartile). Point 6 3Y return: 18.51% (top quartile). 3Y return: 17.77% (upper mid). 3Y return: 15.22% (bottom quartile). 3Y return: 14.21% (bottom quartile). 3Y return: 16.54% (lower mid). Point 7 1Y return: 8.38% (upper mid). 1Y return: 9.90% (top quartile). 1Y return: 5.85% (bottom quartile). 1Y return: 7.80% (lower mid). 1Y return: 6.76% (bottom quartile). Point 8 Alpha: 0.46 (upper mid). Alpha: 0.55 (top quartile). Alpha: -2.94 (bottom quartile). Alpha: -0.86 (bottom quartile). Alpha: 0.09 (lower mid). Point 9 Sharpe: 0.15 (top quartile). Sharpe: 0.12 (upper mid). Sharpe: -0.20 (bottom quartile). Sharpe: 0.00 (bottom quartile). Sharpe: 0.08 (lower mid). Point 10 Information ratio: 1.44 (top quartile). Information ratio: 1.23 (upper mid). Information ratio: 0.60 (bottom quartile). Information ratio: 0.37 (bottom quartile). Information ratio: 0.72 (lower mid). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
TATA Large Cap Fund
Invesco India Largecap 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 ₹167.666
↓ -0.51 ₹68,969 -0.7 2.3 -0.8 21.5 29.6 26.1 Motilal Oswal Midcap 30 Fund Growth ₹101.776
↓ -0.44 ₹37,501 -2.5 3.3 -3.2 25.8 29.5 57.1 HDFC Small Cap Fund Growth ₹140.121
↓ -0.47 ₹38,412 -1.3 4.7 4.5 21.2 27.3 20.4 HDFC Mid-Cap Opportunities Fund Growth ₹202.444
↑ 0.14 ₹89,383 4.2 8 10.6 25.7 26.9 28.6 Edelweiss Mid Cap Fund Growth ₹102.998
↓ -0.48 ₹12,647 1.2 5.8 6.4 24.7 26.3 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Small Cap Fund Motilal Oswal Midcap 30 Fund HDFC Small Cap Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Upper mid AUM (₹68,969 Cr). Bottom quartile AUM (₹37,501 Cr). Lower mid AUM (₹38,412 Cr). Highest AUM (₹89,383 Cr). Bottom quartile AUM (₹12,647 Cr). Point 2 Established history (15+ yrs). Established history (11+ yrs). Established history (17+ yrs). Oldest track record among peers (18 yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). 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: 29.60% (top quartile). 5Y return: 29.53% (upper mid). 5Y return: 27.28% (lower mid). 5Y return: 26.93% (bottom quartile). 5Y return: 26.30% (bottom quartile). Point 6 3Y return: 21.51% (bottom quartile). 3Y return: 25.80% (top quartile). 3Y return: 21.16% (bottom quartile). 3Y return: 25.69% (upper mid). 3Y return: 24.72% (lower mid). Point 7 1Y return: -0.83% (bottom quartile). 1Y return: -3.17% (bottom quartile). 1Y return: 4.50% (lower mid). 1Y return: 10.61% (top quartile). 1Y return: 6.38% (upper mid). Point 8 Alpha: -2.66 (bottom quartile). Alpha: -4.22 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 1.17 (top quartile). Alpha: -0.23 (lower mid). Point 9 Sharpe: -0.35 (bottom quartile). Sharpe: -0.13 (bottom quartile). Sharpe: -0.07 (lower mid). Sharpe: 0.15 (top quartile). Sharpe: 0.07 (upper mid). Point 10 Information ratio: -0.11 (bottom quartile). Information ratio: 0.20 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.61 (top quartile). Information ratio: 0.18 (lower mid). Nippon India Small Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Small Cap Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss 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 ₹300.68
↓ -1.76 ₹49,314 -0.3 3.5 4.7 21.4 27.1 25.8 HDFC Equity Fund Growth ₹2,070.76
↓ -4.11 ₹91,041 3.6 5.9 11.2 21 25.9 23.5 Mahindra Badhat Yojana Growth ₹35.8619
↓ -0.18 ₹6,055 1.7 5 6.1 18.8 22.7 23.4 JM Multicap Fund Growth ₹97.7869
↓ -0.32 ₹6,080 0.4 1.3 -3 20.4 22 33.3 ICICI Prudential Multicap Fund Growth ₹794.93
↓ -5.54 ₹16,067 0.1 1.6 4.2 19 21.4 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana JM Multicap Fund ICICI Prudential Multicap Fund Point 1 Upper mid AUM (₹49,314 Cr). Highest AUM (₹91,041 Cr). Bottom quartile AUM (₹6,055 Cr). Bottom quartile AUM (₹6,080 Cr). Lower mid AUM (₹16,067 Cr). Point 2 Established history (20+ yrs). Established history (30+ yrs). Established history (8+ yrs). Established history (17+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 3★ (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: 27.06% (top quartile). 5Y return: 25.92% (upper mid). 5Y return: 22.70% (lower mid). 5Y return: 22.05% (bottom quartile). 5Y return: 21.41% (bottom quartile). Point 6 3Y return: 21.42% (top quartile). 3Y return: 20.99% (upper mid). 3Y return: 18.83% (bottom quartile). 3Y return: 20.36% (lower mid). 3Y return: 18.99% (bottom quartile). Point 7 1Y return: 4.74% (lower mid). 1Y return: 11.24% (top quartile). 1Y return: 6.13% (upper mid). 1Y return: -3.00% (bottom quartile). 1Y return: 4.23% (bottom quartile). Point 8 Alpha: -0.58 (lower mid). Alpha: 3.93 (top quartile). Alpha: 0.43 (upper mid). Alpha: -10.27 (bottom quartile). Alpha: -2.69 (bottom quartile). Point 9 Sharpe: -0.07 (lower mid). Sharpe: 0.39 (top quartile). Sharpe: 0.00 (upper mid). Sharpe: -0.64 (bottom quartile). Sharpe: -0.23 (bottom quartile). Point 10 Information ratio: 0.64 (lower mid). Information ratio: 1.44 (top quartile). Information ratio: 0.13 (bottom quartile). Information ratio: 0.89 (upper mid). Information ratio: 0.24 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
JM Multicap Fund
ICICI Prudential 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 (%) ICICI Prudential Infrastructure Fund Growth ₹196.15
↓ -0.78 ₹8,232 1.1 2.2 6.9 25.4 33.3 27.4 HDFC Infrastructure Fund Growth ₹47.851
↓ -0.23 ₹2,586 0.5 1.3 4.9 25.8 31.2 23 SBI PSU Fund Growth ₹33.4458
↓ -0.30 ₹5,714 7.6 5 7.5 27.6 30.6 23.5 DSP India T.I.G.E.R Fund Growth ₹313.945
↓ -2.65 ₹5,506 0 2.9 -0.7 24.6 29.3 32.4 Bandhan Infrastructure Fund Growth ₹48.675
↓ -0.39 ₹1,625 -2.1 -3 -2.2 24.9 29.2 39.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund HDFC Infrastructure Fund SBI PSU Fund DSP India T.I.G.E.R Fund Bandhan Infrastructure Fund Point 1 Highest AUM (₹8,232 Cr). Bottom quartile AUM (₹2,586 Cr). Upper mid AUM (₹5,714 Cr). Lower mid AUM (₹5,506 Cr). Bottom quartile AUM (₹1,625 Cr). Point 2 Established history (20+ yrs). Established history (17+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Established history (14+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Top rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 33.31% (top quartile). 5Y return: 31.21% (upper mid). 5Y return: 30.55% (lower mid). 5Y return: 29.27% (bottom quartile). 5Y return: 29.24% (bottom quartile). Point 6 3Y return: 25.37% (lower mid). 3Y return: 25.80% (upper mid). 3Y return: 27.55% (top quartile). 3Y return: 24.65% (bottom quartile). 3Y return: 24.85% (bottom quartile). Point 7 1Y return: 6.92% (upper mid). 1Y return: 4.89% (lower mid). 1Y return: 7.52% (top quartile). 1Y return: -0.65% (bottom quartile). 1Y return: -2.25% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.58 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.00 (upper mid). Sharpe: -0.15 (lower mid). Sharpe: 0.09 (top quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.31 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.57 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
SBI PSU Fund
DSP India T.I.G.E.R Fund
Bandhan Infrastructure 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 ₹77.7205
↓ -0.04 ₹3,376 1.7 3.6 8.7 10.2 9.4 11.4 SBI Debt Hybrid Fund Growth ₹74.353
↓ -0.01 ₹9,953 2.1 3.2 7.2 10 10.3 11 Kotak Debt Hybrid Fund Growth ₹59.3811
↑ 0.05 ₹3,124 2.3 1.3 5.8 10 10.1 11.4 DSP Regular Savings Fund Growth ₹59.7582
↑ 0.02 ₹180 1.7 2 7.2 9.9 8.4 11 HDFC Hybrid Debt Fund Growth ₹83.3798
↓ 0.00 ₹3,379 2.1 1 5.8 9.9 10.4 10.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 SBI Debt Hybrid Fund Kotak Debt Hybrid Fund DSP Regular Savings Fund HDFC Hybrid Debt Fund Point 1 Lower mid AUM (₹3,376 Cr). Highest AUM (₹9,953 Cr). Bottom quartile AUM (₹3,124 Cr). Bottom quartile AUM (₹180 Cr). Upper mid AUM (₹3,379 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (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: 9.44% (bottom quartile). 5Y return: 10.33% (upper mid). 5Y return: 10.10% (lower mid). 5Y return: 8.39% (bottom quartile). 5Y return: 10.44% (top quartile). Point 6 3Y return: 10.15% (top quartile). 3Y return: 10.03% (upper mid). 3Y return: 10.01% (lower mid). 3Y return: 9.92% (bottom quartile). 3Y return: 9.86% (bottom quartile). Point 7 1Y return: 8.66% (top quartile). 1Y return: 7.17% (lower mid). 1Y return: 5.84% (bottom quartile). 1Y return: 7.22% (upper mid). 1Y return: 5.76% (bottom quartile). Point 8 1M return: 0.43% (upper mid). 1M return: 0.78% (top quartile). 1M return: 0.17% (bottom quartile). 1M return: 0.31% (bottom quartile). 1M return: 0.37% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.57 (bottom quartile). Alpha: -0.64 (bottom quartile). Alpha: 0.00 (lower mid). Point 10 Sharpe: 0.52 (top quartile). Sharpe: 0.03 (lower mid). Sharpe: -0.22 (bottom quartile). Sharpe: 0.07 (upper mid). Sharpe: -0.26 (bottom quartile). ICICI Prudential MIP 25
SBI Debt Hybrid Fund
Kotak Debt Hybrid Fund
DSP Regular Savings Fund
HDFC Hybrid Debt 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 ₹408.94
↓ -1.52 ₹48,071 3.1 5.9 12.4 18.8 23.9 17.2 JM Equity Hybrid Fund Growth ₹120.861
↓ -0.36 ₹816 0.9 3.3 -1 18.4 18.2 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.67
↓ -0.11 ₹1,326 -0.8 0.8 0.4 17.8 20.3 25.8 UTI Hybrid Equity Fund Growth ₹414.137
↓ -0.98 ₹6,596 3.1 3.3 6.1 16.1 18.1 19.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Equity and Debt Fund JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund UTI Hybrid Equity Fund Sundaram Equity Hybrid Fund Point 1 Highest AUM (₹48,071 Cr). Bottom quartile AUM (₹816 Cr). Bottom quartile AUM (₹1,326 Cr). Upper mid AUM (₹6,596 Cr). Lower mid AUM (₹1,954 Cr). Point 2 Established history (26+ yrs). Oldest track record among peers (30 yrs). Established history (9+ yrs). Established history (30+ yrs). Established history (25+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). 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: 23.93% (top quartile). 5Y return: 18.25% (lower mid). 5Y return: 20.33% (upper mid). 5Y return: 18.14% (bottom quartile). 5Y return: 14.20% (bottom quartile). Point 6 3Y return: 18.84% (top quartile). 3Y return: 18.42% (upper mid). 3Y return: 17.76% (lower mid). 3Y return: 16.07% (bottom quartile). 3Y return: 16.03% (bottom quartile). Point 7 1Y return: 12.40% (upper mid). 1Y return: -0.99% (bottom quartile). 1Y return: 0.40% (bottom quartile). 1Y return: 6.08% (lower mid). 1Y return: 27.10% (top quartile). Point 8 1M return: 0.20% (lower mid). 1M return: -1.41% (bottom quartile). 1M return: -0.87% (bottom quartile). 1M return: 1.20% (upper mid). 1M return: 1.80% (top quartile). Point 9 Alpha: 2.46 (upper mid). Alpha: -7.75 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -2.84 (bottom quartile). Alpha: 5.81 (top quartile). Point 10 Sharpe: 0.36 (upper mid). Sharpe: -0.53 (bottom quartile). Sharpe: -0.19 (lower mid). Sharpe: -0.20 (bottom quartile). Sharpe: 2.64 (top quartile). ICICI Prudential Equity and Debt Fund
JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
UTI Hybrid Equity Fund
Sundaram Equity Hybrid 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 (%) IDBI Gold Fund Growth ₹31.8747
↑ 0.14 ₹465 22.7 27.1 54.7 31.1 18.5 18.7 ICICI Prudential Regular Gold Savings Fund Growth ₹38.1336
↑ 0.08 ₹3,770 23.6 28.5 55.7 31 18.6 19.5 SBI Gold Fund Growth ₹36.0177
↑ 0.04 ₹8,457 23.6 28.3 56.2 31 18.7 19.6 HDFC Gold Fund Growth ₹36.7991
↑ 0.07 ₹7,092 23.6 28.1 55.9 31 18.6 18.9 Nippon India Gold Savings Fund Growth ₹47.1356
↑ 0.10 ₹4,545 23.6 28.3 55.9 31 18.6 19 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Gold Fund ICICI Prudential Regular Gold Savings Fund SBI Gold Fund HDFC Gold Fund Nippon India Gold Savings Fund Point 1 Bottom quartile AUM (₹465 Cr). Bottom quartile AUM (₹3,770 Cr). Highest AUM (₹8,457 Cr). Upper mid AUM (₹7,092 Cr). Lower mid AUM (₹4,545 Cr). Point 2 Established history (13+ yrs). Oldest track record among peers (14 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Not Rated. Rating: 1★ (lower mid). Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (upper 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: 18.52% (bottom quartile). 5Y return: 18.63% (upper mid). 5Y return: 18.68% (top quartile). 5Y return: 18.62% (lower mid). 5Y return: 18.59% (bottom quartile). Point 6 3Y return: 31.07% (top quartile). 3Y return: 31.05% (upper mid). 3Y return: 31.03% (lower mid). 3Y return: 30.97% (bottom quartile). 3Y return: 30.95% (bottom quartile). Point 7 1Y return: 54.69% (bottom quartile). 1Y return: 55.68% (bottom quartile). 1Y return: 56.18% (top quartile). 1Y return: 55.86% (lower mid). 1Y return: 55.90% (upper mid). Point 8 1M return: 1.69% (bottom quartile). 1M return: 1.95% (upper mid). 1M return: 1.79% (lower mid). 1M return: 2.11% (top quartile). 1M return: 1.78% (bottom quartile). 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: 2.30 (bottom quartile). Sharpe: 2.38 (bottom quartile). Sharpe: 2.42 (top quartile). Sharpe: 2.41 (lower mid). Sharpe: 2.41 (upper mid). IDBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
SBI Gold Fund
HDFC Gold Fund
Nippon India Gold Savings Fund
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