+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 (%) 2025 (%) 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 ₹3,171.92
↑ 0.41 ₹1,735 0.4 1.6 3.1 6.2 6.6 6.11% 1M 10D 1M 10D Edelweiss Liquid Fund Growth ₹3,522.19
↑ 0.57 ₹15,091 0.4 1.6 3.1 6.2 6.5 7.42% 2M 8D 2M 8D Axis Liquid Fund Growth ₹3,066.88
↑ 0.48 ₹51,160 0.4 1.6 3.1 6.2 6.6 6.23% 1M 5D 1M 5D UTI Liquid Cash Plan Growth ₹4,519.11
↑ 0.74 ₹31,184 0.4 1.6 3.1 6.2 6.5 7.55% 2M 6D 2M 6D 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 Edelweiss Liquid Fund Axis Liquid Fund UTI Liquid Cash Plan Point 1 Bottom quartile AUM (₹503 Cr). Bottom quartile AUM (₹1,735 Cr). Lower mid AUM (₹15,091 Cr). Highest AUM (₹51,160 Cr). Upper mid AUM (₹31,184 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (16+ yrs). Oldest track record among peers (22 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (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: 6.19% (upper mid). 1Y return: 6.19% (lower mid). 1Y return: 6.19% (bottom quartile). 1Y return: 6.16% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.42% (bottom quartile). 1M return: 0.43% (upper mid). 1M return: 0.42% (bottom quartile). 1M return: 0.43% (lower mid). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 2.76 (top quartile). Sharpe: 2.28 (bottom quartile). Sharpe: 2.32 (upper mid). Sharpe: 2.31 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 2.00 (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): 6.66% (lower mid). Yield to maturity (debt): 6.11% (bottom quartile). Yield to maturity (debt): 7.42% (upper mid). Yield to maturity (debt): 6.23% (bottom quartile). Yield to maturity (debt): 7.55% (top quartile). Point 10 Modified duration: 0.10 yrs (upper mid). Modified duration: 0.11 yrs (lower mid). Modified duration: 0.19 yrs (bottom quartile). Modified duration: 0.10 yrs (top quartile). Modified duration: 0.18 yrs (bottom quartile). IDBI Liquid Fund
BOI AXA Liquid Fund
Edelweiss Liquid Fund
Axis Liquid Fund
UTI Liquid Cash Plan
1 वर्षाच्या सर्वाधिक परताव्यासह टॉप 5 अल्ट्रा शॉर्ट टर्म फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) 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 IDBI Ultra Short Term Fund Growth ₹2,424.68
↑ 0.44 ₹146 1.6 3.4 6.4 4.8 6.83% 2M 10D 2M 23D Aditya Birla Sun Life Savings Fund Growth ₹577.172
↑ 0.07 ₹19,985 1.2 2.5 6 7.1 7.4 7.45% 5M 26D 7M 2D ICICI Prudential Ultra Short Term Fund Growth ₹29.1371
↑ 0.00 ₹15,929 1.2 2.6 5.9 6.9 7.1 7.73% 5M 16D 6M 29D SBI Magnum Ultra Short Duration Fund Growth ₹6,278.63
↓ -0.79 ₹12,553 1.2 2.6 5.8 6.8 7 7.51% 5M 16D 10M 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 IDBI Ultra Short Term Fund Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹146 Cr). Highest AUM (₹19,985 Cr). Upper mid AUM (₹15,929 Cr). Lower mid AUM (₹12,553 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 5.96% (lower mid). 1Y return: 5.89% (bottom quartile). 1Y return: 5.77% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.52% (upper mid). 1M return: 0.10% (lower mid). 1M return: 0.10% (bottom quartile). 1M return: 0.04% (bottom quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 1.75 (upper mid). Sharpe: 1.75 (lower mid). Sharpe: 1.67 (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): 6.83% (bottom quartile). Yield to maturity (debt): 7.45% (lower mid). Yield to maturity (debt): 7.73% (top quartile). Yield to maturity (debt): 7.51% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.46 yrs (lower mid). Modified duration: 0.46 yrs (bottom quartile). Franklin India Ultra Short Bond Fund - Super Institutional Plan
IDBI Ultra Short Term Fund
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Talk to our investment specialist
3 वर्षाच्या सर्वोच्च परताव्यासह टॉप 5 शॉर्ट टर्म फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) 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% IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D ICICI Prudential Short Term Fund Growth ₹62.7508
↑ 0.04 ₹21,450 0.5 1.5 4.5 6.9 8 7.89% 2Y 4M 24D 3Y 11M 8D HDFC Short Term Debt Fund Growth ₹33.2989
↑ 0.03 ₹15,463 0.3 1.2 4 6.9 7.8 7.85% 2Y 4M 17D 3Y 5M 12D Axis Short Term Fund Growth ₹32.1967
↑ 0.02 ₹8,955 0.3 1.3 4.2 6.8 8.1 7.67% 2Y 3M 3Y 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 IDBI Short Term Bond Fund ICICI Prudential Short Term Fund HDFC Short Term Debt Fund Axis Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹26 Cr). Highest AUM (₹21,450 Cr). Upper mid AUM (₹15,463 Cr). Lower mid AUM (₹8,955 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (15+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower 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: 6.21% (upper mid). 1Y return: 4.47% (lower mid). 1Y return: 4.01% (bottom quartile). 1Y return: 4.21% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (upper mid). 1M return: -0.38% (bottom quartile). 1M return: -0.40% (bottom quartile). 1M return: -0.37% (lower mid). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (top quartile). Sharpe: -0.17 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.26 (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): 6.43% (bottom quartile). Yield to maturity (debt): 7.89% (top quartile). Yield to maturity (debt): 7.85% (upper mid). Yield to maturity (debt): 7.67% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.40 yrs (bottom quartile). Modified duration: 2.38 yrs (bottom quartile). Modified duration: 2.25 yrs (lower mid). Franklin India Short Term Income Plan - Retail Plan
IDBI Short Term Bond Fund
ICICI Prudential Short Term Fund
HDFC Short Term Debt Fund
Axis Short Term Fund
शीर्ष 5 गिल्ट फंड 3 वर्षातील सर्वाधिक परतावा
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹36.1798
↓ -0.02 ₹1,947 1.6 2.4 1 6.3 3.7 7.44% 7Y 5M 16D 19Y 6M ICICI Prudential Gilt Fund Growth ₹104.462
↑ 0.11 ₹9,062 -0.4 0.3 0.9 6.3 6.8 7.59% 8Y 4M 20D 20Y 7D UTI Gilt Fund Growth ₹64.6976
↑ 0.02 ₹548 1.2 2.2 1.6 6.3 5.1 6.52% 4Y 5M 5D 11Y 6M 22D Axis Gilt Fund Growth ₹25.8689
↑ 0.02 ₹438 0 0.6 -0.1 6.2 5.2 7.25% 8Y 1M 13D 19Y 9M 11D SBI Magnum Gilt Fund Growth ₹66.8776
↑ 0.01 ₹9,047 0.2 0.8 -0.2 5.7 4.5 6.91% 5Y 2M 26D 11Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan ICICI Prudential Gilt Fund UTI Gilt Fund Axis Gilt Fund SBI Magnum Gilt Fund Point 1 Lower mid AUM (₹1,947 Cr). Highest AUM (₹9,062 Cr). Bottom quartile AUM (₹548 Cr). Bottom quartile AUM (₹438 Cr). Upper mid AUM (₹9,047 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (14+ yrs). Established history (25+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 1.00% (upper mid). 1Y return: 0.94% (lower mid). 1Y return: 1.63% (top quartile). 1Y return: -0.07% (bottom quartile). 1Y return: -0.25% (bottom quartile). Point 6 1M return: -0.21% (upper mid). 1M return: -0.79% (bottom quartile). 1M return: -0.24% (lower mid). 1M return: -0.52% (bottom quartile). 1M return: -0.07% (top quartile). Point 7 Sharpe: -1.15 (lower mid). Sharpe: -1.04 (upper mid). Sharpe: -0.84 (top quartile). Sharpe: -1.36 (bottom quartile). Sharpe: -1.56 (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): 7.44% (upper mid). Yield to maturity (debt): 7.59% (top quartile). Yield to maturity (debt): 6.52% (bottom quartile). Yield to maturity (debt): 7.25% (lower mid). Yield to maturity (debt): 6.91% (bottom quartile). Point 10 Modified duration: 7.46 yrs (lower mid). Modified duration: 8.39 yrs (bottom quartile). Modified duration: 4.43 yrs (top quartile). Modified duration: 8.12 yrs (bottom quartile). Modified duration: 5.24 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
ICICI Prudential Gilt Fund
UTI Gilt Fund
Axis Gilt Fund
SBI Magnum Gilt Fund
3 वर्षातील सर्वाधिक परतावा असलेले टॉप 5 डायनॅमिक फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) 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 ₹23.4385
↑ 0.01 ₹584 -0.2 0.7 3.3 7.2 8.5 7.63% 4Y 4M 3D 6Y 12D ICICI Prudential Long Term Plan Growth ₹38.0285
↑ 0.03 ₹13,903 0.1 0.9 2.7 6.6 7.2 8.11% 5Y 3M 11D 12Y 7M 2D TATA Dynamic Bond Fund Growth ₹34.9217
↑ 0.00 ₹146 2.6 3.8 5.3 6.6 5.88% 1Y 5M 16D 1Y 9M 7D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.6408
↑ 0.06 ₹1,504 0.2 1 1.9 6.5 7 8.68% 4Y 9M 4D 8Y 7M 20D 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 ICICI Prudential Long Term Plan TATA Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Lower mid AUM (₹584 Cr). Highest AUM (₹13,903 Cr). Bottom quartile AUM (₹146 Cr). Upper mid AUM (₹1,504 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (16+ yrs). Established history (22+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Top rated. Not 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: 3.27% (lower mid). 1Y return: 2.72% (bottom quartile). 1Y return: 5.34% (upper mid). 1Y return: 1.88% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -0.27% (lower mid). 1M return: -0.56% (bottom quartile). 1M return: 0.40% (upper mid). 1M return: -0.49% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: -0.48 (lower mid). Sharpe: -0.88 (bottom quartile). Sharpe: 0.94 (upper mid). Sharpe: -1.20 (bottom quartile). Point 8 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.09 (upper mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.63% (lower mid). Yield to maturity (debt): 8.11% (upper mid). Yield to maturity (debt): 5.88% (bottom quartile). Yield to maturity (debt): 8.68% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.34 yrs (lower mid). Modified duration: 5.28 yrs (bottom quartile). Modified duration: 1.46 yrs (upper mid). Modified duration: 4.76 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
ICICI Prudential Long Term Plan
TATA Dynamic Bond Fund
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 (%) 2025 (%) Nippon India Large Cap Fund Growth ₹87.9176
↑ 0.33 ₹51,690 -5.4 -6.2 0 14.9 15.7 9.2 ICICI Prudential Bluechip Fund Growth ₹106.14
↑ 0.43 ₹75,650 -6.4 -8.2 -1.8 14.5 13.7 11.3 JM Core 11 Fund Growth ₹18.8823
↓ -0.09 ₹280 -4.8 -7.2 -1.1 14.6 13.2 -1.9 Invesco India Largecap Fund Growth ₹67.7
↑ 0.30 ₹1,722 -2.8 -5.2 0.2 14.6 12.6 5.5 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund JM Core 11 Fund Invesco India Largecap Fund IDBI India Top 100 Equity Fund Point 1 Upper mid AUM (₹51,690 Cr). Highest AUM (₹75,650 Cr). Bottom quartile AUM (₹280 Cr). Lower mid AUM (₹1,722 Cr). Bottom quartile AUM (₹655 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (14+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.72% (top quartile). 5Y return: 13.72% (upper mid). 5Y return: 13.22% (lower mid). 5Y return: 12.61% (bottom quartile). 5Y return: 12.61% (bottom quartile). Point 6 3Y return: 14.91% (upper mid). 3Y return: 14.54% (bottom quartile). 3Y return: 14.59% (bottom quartile). 3Y return: 14.60% (lower mid). 3Y return: 21.88% (top quartile). Point 7 1Y return: 0.04% (lower mid). 1Y return: -1.80% (bottom quartile). 1Y return: -1.06% (bottom quartile). 1Y return: 0.18% (upper mid). 1Y return: 15.39% (top quartile). Point 8 Alpha: 1.61 (upper mid). Alpha: -1.90 (bottom quartile). Alpha: -0.70 (bottom quartile). Alpha: 1.01 (lower mid). Alpha: 2.11 (top quartile). Point 9 Sharpe: -0.07 (lower mid). Sharpe: -0.29 (bottom quartile). Sharpe: -0.06 (upper mid). Sharpe: -0.11 (bottom quartile). Sharpe: 1.09 (top quartile). Point 10 Information ratio: 1.16 (top quartile). Information ratio: 0.86 (upper mid). Information ratio: 0.19 (bottom quartile). Information ratio: 0.75 (lower mid). Information ratio: 0.14 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
JM Core 11 Fund
Invesco India Largecap Fund
IDBI India Top 100 Equity 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 (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹91.9107
↓ -0.22 ₹35,735 0.3 -10.1 -6.5 19.4 22.3 -12.1 Nippon India Small Cap Fund Growth ₹172.727
↑ 0.05 ₹72,673 6 2.7 5.8 20 21.2 -4.7 HDFC Mid-Cap Opportunities Fund Growth ₹199.048
↓ -0.16 ₹94,745 -1.8 -1.6 6.8 22.7 20.4 6.8 Invesco India Mid Cap Fund Growth ₹182.7
↑ 0.16 ₹11,767 1.6 -1 10.6 25.2 20.3 6.3 Edelweiss Mid Cap Fund Growth ₹105.498
↑ 0.05 ₹15,911 2.2 2 9 24.4 20.1 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Mid-Cap Opportunities Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Point 1 Lower mid AUM (₹35,735 Cr). Upper mid AUM (₹72,673 Cr). Highest AUM (₹94,745 Cr). Bottom quartile AUM (₹11,767 Cr). Bottom quartile AUM (₹15,911 Cr). Point 2 Established history (12+ yrs). Established history (15+ yrs). Established history (18+ yrs). Oldest track record among peers (19 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Rating: 2★ (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: 22.28% (top quartile). 5Y return: 21.22% (upper mid). 5Y return: 20.36% (lower mid). 5Y return: 20.34% (bottom quartile). 5Y return: 20.11% (bottom quartile). Point 6 3Y return: 19.39% (bottom quartile). 3Y return: 20.01% (bottom quartile). 3Y return: 22.72% (lower mid). 3Y return: 25.24% (top quartile). 3Y return: 24.38% (upper mid). Point 7 1Y return: -6.46% (bottom quartile). 1Y return: 5.83% (bottom quartile). 1Y return: 6.81% (lower mid). 1Y return: 10.63% (top quartile). 1Y return: 9.01% (upper mid). Point 8 Alpha: -14.22 (bottom quartile). Alpha: 0.91 (top quartile). Alpha: 0.10 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.24 (bottom quartile). Point 9 Sharpe: -0.34 (bottom quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.35 (upper mid). Sharpe: 0.42 (top quartile). Sharpe: 0.33 (lower mid). Point 10 Information ratio: -0.21 (bottom quartile). Information ratio: -0.16 (bottom quartile). Information ratio: 0.07 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.31 (top quartile). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Mid-Cap Opportunities Fund
Invesco India Mid Cap 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 (%) 2025 (%) Nippon India Multi Cap Fund Growth ₹296.597
↑ 0.57 ₹52,634 -0.9 -1.9 2.9 19.1 20.3 4.1 HDFC Equity Fund Growth ₹1,945.71
↑ 6.04 ₹100,479 -6.5 -6.2 0.3 18.1 17.8 11.4 Mahindra Badhat Yojana Growth ₹36.4341
↑ 0.02 ₹6,439 1.5 1.1 7.3 19.5 16.7 3.4 ICICI Prudential Multicap Fund Growth ₹832.31
↑ 0.30 ₹16,997 3.4 4 7.1 19.9 16.7 5.7 JM Multicap Fund Growth ₹93.652
↓ -0.12 ₹5,041 -1.8 -4.5 -2.6 17.7 16.5 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund JM Multicap Fund Point 1 Upper mid AUM (₹52,634 Cr). Highest AUM (₹100,479 Cr). Bottom quartile AUM (₹6,439 Cr). Lower mid AUM (₹16,997 Cr). Bottom quartile AUM (₹5,041 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Established history (31+ 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: 20.30% (top quartile). 5Y return: 17.78% (upper mid). 5Y return: 16.74% (lower mid). 5Y return: 16.72% (bottom quartile). 5Y return: 16.53% (bottom quartile). Point 6 3Y return: 19.08% (lower mid). 3Y return: 18.07% (bottom quartile). 3Y return: 19.50% (upper mid). 3Y return: 19.87% (top quartile). 3Y return: 17.73% (bottom quartile). Point 7 1Y return: 2.89% (lower mid). 1Y return: 0.29% (bottom quartile). 1Y return: 7.33% (top quartile). 1Y return: 7.07% (upper mid). 1Y return: -2.58% (bottom quartile). Point 8 Alpha: 1.17 (lower mid). Alpha: -3.13 (bottom quartile). Alpha: 3.76 (top quartile). Alpha: 1.73 (upper mid). Alpha: -4.56 (bottom quartile). Point 9 Sharpe: 0.16 (lower mid). Sharpe: -0.21 (bottom quartile). Sharpe: 0.30 (top quartile). Sharpe: 0.19 (upper mid). Sharpe: -0.27 (bottom quartile). Point 10 Information ratio: 0.54 (bottom quartile). Information ratio: 0.78 (top quartile). Information ratio: 0.62 (lower mid). Information ratio: 0.63 (upper mid). Information ratio: 0.56 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap 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 (%) 2025 (%) DSP India T.I.G.E.R Fund Growth ₹351.575
↓ -0.13 ₹5,789 8.2 11.1 15.9 27 24.4 -2.5 ICICI Prudential Infrastructure Fund Growth ₹197.82
↑ 0.02 ₹8,311 0.2 0.5 3.6 23 24.3 6.7 SBI PSU Fund Growth ₹34.729
↓ -0.05 ₹6,669 -5.2 2.9 9.9 30 24.3 11.3 Nippon India Power and Infra Fund Growth ₹379.693
↑ 0.93 ₹7,707 7.6 8.2 11.5 26.4 24.1 -0.5 LIC MF Infrastructure Fund Growth ₹52.6564
↑ 0.14 ₹1,047 4.4 6.5 10.2 28.3 24.1 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP India T.I.G.E.R Fund ICICI Prudential Infrastructure Fund SBI PSU Fund Nippon India Power and Infra Fund LIC MF Infrastructure Fund Point 1 Bottom quartile AUM (₹5,789 Cr). Highest AUM (₹8,311 Cr). Lower mid AUM (₹6,669 Cr). Upper mid AUM (₹7,707 Cr). Bottom quartile AUM (₹1,047 Cr). Point 2 Established history (21+ yrs). Established history (20+ yrs). Established history (15+ yrs). Oldest track record among peers (22 yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 24.40% (top quartile). 5Y return: 24.33% (upper mid). 5Y return: 24.27% (lower mid). 5Y return: 24.08% (bottom quartile). 5Y return: 24.06% (bottom quartile). Point 6 3Y return: 27.04% (lower mid). 3Y return: 22.99% (bottom quartile). 3Y return: 30.04% (top quartile). 3Y return: 26.44% (bottom quartile). 3Y return: 28.26% (upper mid). Point 7 1Y return: 15.94% (top quartile). 1Y return: 3.57% (bottom quartile). 1Y return: 9.86% (bottom quartile). 1Y return: 11.50% (upper mid). 1Y return: 10.25% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -2.06 (bottom quartile). Alpha: 7.84 (upper mid). Alpha: 10.33 (top quartile). Point 9 Sharpe: 0.68 (top quartile). Sharpe: 0.34 (bottom quartile). Sharpe: 0.58 (lower mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.59 (upper mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.34 (bottom quartile). Information ratio: 0.64 (top quartile). Information ratio: 0.50 (upper mid). DSP India T.I.G.E.R Fund
ICICI Prudential Infrastructure Fund
SBI PSU Fund
Nippon India Power and Infra Fund
LIC MF 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 (%) 2025 (%) ICICI Prudential MIP 25 Growth ₹77.6874
↑ 0.08 ₹3,289 -0.2 -0.1 3.8 9.3 8.4 7.9 Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 SBI Debt Hybrid Fund Growth ₹75.1618
↑ 0.08 ₹9,754 0.7 1.1 4.5 9 8.9 6.7 DSP Regular Savings Fund Growth ₹59.8286
↑ 0.03 ₹179 -0.2 0.1 2.3 8.9 7.3 7.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹68.5233
↑ 0.06 ₹1,479 -0.8 0 3.4 8.2 7.9 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 Baroda Pioneer Conservative Hybrid Fund SBI Debt Hybrid Fund DSP Regular Savings Fund Aditya Birla Sun Life Regular Savings Fund Point 1 Upper mid AUM (₹3,289 Cr). Bottom quartile AUM (₹33 Cr). Highest AUM (₹9,754 Cr). Bottom quartile AUM (₹179 Cr). Lower mid AUM (₹1,479 Cr). Point 2 Established history (22+ yrs). Established history (21+ yrs). Oldest track record among peers (25 yrs). Established history (21+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Rating: 5★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.37% (upper mid). 5Y return: 7.83% (bottom quartile). 5Y return: 8.89% (top quartile). 5Y return: 7.27% (bottom quartile). 5Y return: 7.95% (lower mid). Point 6 3Y return: 9.33% (top quartile). 3Y return: 9.05% (upper mid). 3Y return: 8.98% (lower mid). 3Y return: 8.90% (bottom quartile). 3Y return: 8.20% (bottom quartile). Point 7 1Y return: 3.77% (upper mid). 1Y return: 3.31% (bottom quartile). 1Y return: 4.48% (top quartile). 1Y return: 2.30% (bottom quartile). 1Y return: 3.45% (lower mid). Point 8 1M return: -0.34% (upper mid). 1M return: -1.08% (bottom quartile). 1M return: -0.18% (top quartile). 1M return: -0.38% (lower mid). 1M return: -0.56% (bottom quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 0.25 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 0.03 (lower mid). Alpha: 1.63 (top quartile). Point 10 Sharpe: -0.24 (bottom quartile). Sharpe: 0.85 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.56 (bottom quartile). Sharpe: -0.20 (lower mid). ICICI Prudential MIP 25
Baroda Pioneer Conservative Hybrid Fund
SBI Debt Hybrid Fund
DSP Regular Savings Fund
Aditya Birla Sun Life 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 (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.43
↓ -0.05 ₹1,482 5.8 7 8.7 20.1 16.8 -0.9 ICICI Prudential Equity and Debt Fund Growth ₹396.5
↑ 0.86 ₹50,368 -3.1 -3.4 3.1 16.7 16.9 13.3 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 JM Equity Hybrid Fund Growth ₹113.918
↑ 0.09 ₹701 -3.3 -6 -2.5 15.5 13.1 -3.1 Bandhan Hybrid Equity Fund Growth ₹26.553
↑ 0.08 ₹1,919 -1.6 -1.2 7.1 14.5 12.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund Sundaram Equity Hybrid Fund JM Equity Hybrid Fund Bandhan Hybrid Equity Fund Point 1 Bottom quartile AUM (₹1,482 Cr). Highest AUM (₹50,368 Cr). Upper mid AUM (₹1,954 Cr). Bottom quartile AUM (₹701 Cr). Lower mid AUM (₹1,919 Cr). Point 2 Established history (9+ yrs). Established history (26+ yrs). Established history (25+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (upper mid). Rating: 1★ (lower 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: 16.80% (upper mid). 5Y return: 16.91% (top quartile). 5Y return: 14.20% (lower mid). 5Y return: 13.10% (bottom quartile). 5Y return: 12.28% (bottom quartile). Point 6 3Y return: 20.13% (top quartile). 3Y return: 16.72% (upper mid). 3Y return: 16.03% (lower mid). 3Y return: 15.48% (bottom quartile). 3Y return: 14.46% (bottom quartile). Point 7 1Y return: 8.65% (upper mid). 1Y return: 3.13% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: -2.53% (bottom quartile). 1Y return: 7.10% (lower mid). Point 8 1M return: 0.47% (upper mid). 1M return: -2.15% (bottom quartile). 1M return: 1.80% (top quartile). 1M return: -2.11% (bottom quartile). 1M return: -0.93% (lower mid). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 2.05 (lower mid). Alpha: 5.81 (upper mid). Alpha: -2.95 (bottom quartile). Alpha: 6.12 (top quartile). Point 10 Sharpe: 0.50 (upper mid). Sharpe: 0.01 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: 0.27 (lower mid). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Sundaram Equity Hybrid Fund
JM Equity Hybrid 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 (%) 2025 (%) SBI Gold Fund Growth ₹45.9981
↓ -0.11 ₹15,691 2.3 27.9 63.3 35.8 25.2 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹48.6058
↓ -0.11 ₹6,452 2.2 27.7 63.1 35.7 25.1 72 Aditya Birla Sun Life Gold Fund Growth ₹45.6467
↓ -0.07 ₹1,732 2.4 27.5 62.8 35.6 24.9 72 HDFC Gold Fund Growth ₹46.8883
↓ -0.08 ₹11,464 2.3 27.7 62.8 35.5 25 71.3 IDBI Gold Fund Growth ₹40.6239
↓ -0.09 ₹779 2.1 28 61.5 35.5 25.3 79 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Aditya Birla Sun Life Gold Fund HDFC Gold Fund IDBI Gold Fund Point 1 Highest AUM (₹15,691 Cr). Lower mid AUM (₹6,452 Cr). Bottom quartile AUM (₹1,732 Cr). Upper mid AUM (₹11,464 Cr). Bottom quartile AUM (₹779 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (lower mid). Top rated. Rating: 1★ (bottom quartile). 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: 25.18% (upper mid). 5Y return: 25.06% (lower mid). 5Y return: 24.90% (bottom quartile). 5Y return: 24.96% (bottom quartile). 5Y return: 25.34% (top quartile). Point 6 3Y return: 35.76% (top quartile). 3Y return: 35.67% (upper mid). 3Y return: 35.60% (lower mid). 3Y return: 35.52% (bottom quartile). 3Y return: 35.45% (bottom quartile). Point 7 1Y return: 63.31% (top quartile). 1Y return: 63.14% (upper mid). 1Y return: 62.78% (lower mid). 1Y return: 62.76% (bottom quartile). 1Y return: 61.54% (bottom quartile). Point 8 1M return: 4.40% (upper mid). 1M return: 4.20% (bottom quartile). 1M return: 4.56% (top quartile). 1M return: 4.39% (lower mid). 1M return: 4.11% (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: 1.76 (top quartile). Sharpe: 1.65 (lower mid). Sharpe: 1.58 (bottom quartile). Sharpe: 1.74 (upper mid). Sharpe: 1.60 (bottom quartile). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Aditya Birla Sun Life Gold Fund
HDFC Gold Fund
IDBI Gold Fund
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved