+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 ₹3,250.77
↑ 0.68 ₹1,825 0.5 1.5 3.3 6.5 6.6 6.26% 1M 13D 1M 13D Axis Liquid Fund Growth ₹3,142.91
↑ 0.69 ₹63,343 0.5 1.5 3.3 6.5 6.6 6.37% 1M 12D 1M 12D Edelweiss Liquid Fund Growth ₹3,609.31
↑ 0.74 ₹13,272 0.5 1.5 3.3 6.5 6.5 6.26% 1M 8D 1M 8D DSP Liquidity Fund Growth ₹4,028.33
↑ 0.79 ₹29,172 0.5 1.5 3.3 6.4 6.5 6.38% 1M 13D 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 Edelweiss Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Bottom quartile AUM (₹1,825 Cr). Highest AUM (₹63,343 Cr). Lower mid AUM (₹13,272 Cr). Upper mid AUM (₹29,172 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). 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: 6.47% (upper mid). 1Y return: 6.47% (lower mid). 1Y return: 6.46% (bottom quartile). 1Y return: 6.44% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.46% (upper mid). 1M return: 0.45% (bottom quartile). 1M return: 0.45% (lower mid). 1M return: 0.45% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 3.25 (top quartile). Sharpe: 3.01 (upper mid). Sharpe: 2.92 (bottom quartile). Sharpe: 2.94 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 2.38 (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% (top quartile). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.37% (lower mid). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.38% (upper mid). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.12 yrs (bottom quartile). Modified duration: 0.12 yrs (lower mid). Modified duration: 0.11 yrs (upper mid). Modified duration: 0.12 yrs (bottom quartile). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Edelweiss Liquid Fund
DSP Liquidity Fund
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 ₹593.64
↑ 0.54 ₹18,819 1.5 3.4 6.4 7.2 7.4 7.42% 5M 19D 7M 13D ICICI Prudential Ultra Short Term Fund Growth ₹29.9413
↑ 0.02 ₹15,974 1.5 3.3 6.3 7 7.1 7.37% 10M 17D 1Y 3M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,453.44
↑ 4.93 ₹11,880 1.5 3.3 6.2 6.9 7 7.18% 4M 28D 7M 24D 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 (₹18,819 Cr). Upper mid AUM (₹15,974 Cr). Lower mid AUM (₹11,880 Cr). Point 2 Established history (18+ yrs). Established history (16+ 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: 6.36% (lower mid). 1Y return: 6.26% (bottom quartile). 1Y return: 6.24% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.52% (upper mid). 1M return: 0.40% (bottom quartile). 1M return: 0.39% (bottom quartile). 1M return: 0.42% (lower mid). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 1.00 (upper mid). Sharpe: 1.00 (lower mid). Sharpe: 0.92 (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): 7.42% (top quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.18% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.88 yrs (bottom quartile). Modified duration: 0.41 yrs (lower mid). 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
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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 (%) 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 Bandhan Bond Fund Short Term Plan Growth ₹61.2525
↑ 0.05 ₹9,432 0.7 3.8 5.4 7.2 7.5 7.31% 2Y 9M 29D 5Y 3M 18D Axis Short Term Fund Growth ₹33.0747
↑ 0.02 ₹7,501 0.5 3.3 5 7.1 8.1 7.51% 2Y 6M 14D 3Y 7M 13D HDFC Short Term Debt Fund Growth ₹34.1793
↑ 0.03 ₹14,486 0.3 3 4.9 7.1 7.8 7.78% 2Y 5M 1D 3Y 3M 11D 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 Bandhan Bond Fund Short Term Plan Axis Short Term Fund HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹26 Cr). Upper mid AUM (₹9,432 Cr). Lower mid AUM (₹7,501 Cr). Highest AUM (₹14,486 Cr). Point 2 Established history (24+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.21% (upper mid). 1Y return: 5.41% (lower mid). 1Y return: 5.02% (bottom quartile). 1Y return: 4.91% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (upper mid). 1M return: 0.15% (lower mid). 1M return: 0.00% (bottom quartile). 1M return: -0.06% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (upper mid). Sharpe: 0.26 (top quartile). Sharpe: -0.01 (lower mid). Sharpe: -0.04 (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): 6.43% (bottom quartile). Yield to maturity (debt): 7.31% (lower mid). Yield to maturity (debt): 7.51% (upper mid). Yield to maturity (debt): 7.78% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.83 yrs (bottom quartile). Modified duration: 2.54 yrs (bottom quartile). Modified duration: 2.42 yrs (lower mid). Franklin India Short Term Income Plan - Retail Plan
IDBI Short Term Bond Fund
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
HDFC Short Term Debt 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 ₹37.5273
↑ 0.02 ₹1,850 -0.9 6.1 6.7 7.4 3.7 7.54% 11Y 4M 24D 28Y 4M 6D Axis Gilt Fund Growth ₹26.4824
↑ 0.01 ₹341 -1.3 4 3 6.6 5.2 7.25% 8Y 11M 23D 22Y 7M 20D ICICI Prudential Gilt Fund Growth ₹106.819
↑ 0.04 ₹7,950 -1.6 3.9 2.9 6.2 6.8 7.62% 8Y 10M 24D 21Y 2M 5D UTI Gilt Fund Growth ₹65.4405
↑ 0.02 ₹420 -0.5 2.9 4 6.2 5.1 6.15% 3Y 6Y 10M 20D DSP Government Securities Fund Growth ₹98.1466
↑ 0.01 ₹1,213 -1.5 5.4 1.8 6.1 4.5 7.54% 11Y 2M 26D 29Y 11M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund ICICI Prudential Gilt Fund UTI Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,850 Cr). Bottom quartile AUM (₹341 Cr). Highest AUM (₹7,950 Cr). Bottom quartile AUM (₹420 Cr). Lower mid AUM (₹1,213 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Established history (27+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper 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: 6.65% (top quartile). 1Y return: 2.98% (lower mid). 1Y return: 2.86% (bottom quartile). 1Y return: 4.03% (upper mid). 1Y return: 1.81% (bottom quartile). Point 6 1M return: 0.26% (top quartile). 1M return: -0.42% (lower mid). 1M return: -1.02% (bottom quartile). 1M return: -0.21% (upper mid). 1M return: -0.47% (bottom quartile). Point 7 Sharpe: 0.66 (top quartile). Sharpe: 0.01 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.26 (upper mid). Sharpe: -0.13 (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): 7.54% (upper mid). Yield to maturity (debt): 7.25% (bottom quartile). Yield to maturity (debt): 7.62% (top quartile). Yield to maturity (debt): 6.15% (bottom quartile). Yield to maturity (debt): 7.54% (lower mid). Point 10 Modified duration: 11.40 yrs (bottom quartile). Modified duration: 8.98 yrs (lower mid). Modified duration: 8.90 yrs (upper mid). Modified duration: 3.00 yrs (top quartile). Modified duration: 11.24 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
ICICI Prudential Gilt Fund
UTI 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 (%) 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 ₹24.0461
↑ 0.01 ₹564 -0.3 3.5 4.3 7.6 8.5 7.36% 4Y 2M 26D 5Y 10M 17D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹49.0361
↑ 0.04 ₹1,422 -0.1 3.8 4.6 7 7 8.29% 5Y 3M 25D 12Y 3M 25D Axis Dynamic Bond Fund Growth ₹31.5328
↑ 0.02 ₹993 -0.1 4.3 5.4 7 7.1 6.94% 4Y 5M 23D 9Y 5M 1D Bandhan Dynamic Bond Fund Growth ₹35.8403
↑ 0.02 ₹1,960 -0.6 5.3 5.9 6.8 3.4 7.5% 10Y 3M 22D 25Y 3M 7D 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 Aditya Birla Sun Life Dynamic Bond Fund Axis Dynamic Bond Fund Bandhan Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹564 Cr). Upper mid AUM (₹1,422 Cr). Lower mid AUM (₹993 Cr). Highest AUM (₹1,960 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (22+ yrs). Established history (15+ yrs). Established history (17+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower 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: 4.30% (bottom quartile). 1Y return: 4.61% (bottom quartile). 1Y return: 5.38% (lower mid). 1Y return: 5.86% (upper mid). Point 6 1M return: 1.43% (top quartile). 1M return: -0.65% (bottom quartile). 1M return: -0.03% (lower mid). 1M return: -0.14% (bottom quartile). 1M return: 0.25% (upper mid). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.36 (bottom quartile). Sharpe: 0.05 (bottom quartile). Sharpe: 0.39 (lower mid). Sharpe: 0.54 (upper mid). 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): 7.36% (lower mid). Yield to maturity (debt): 8.29% (top quartile). Yield to maturity (debt): 6.94% (bottom quartile). Yield to maturity (debt): 7.50% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.24 yrs (upper mid). Modified duration: 5.32 yrs (bottom quartile). Modified duration: 4.48 yrs (lower mid). Modified duration: 10.31 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Aditya Birla Sun Life Dynamic Bond Fund
Axis Dynamic Bond Fund
Bandhan 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 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹84.3521
↑ 0.10 ₹54,134 -6.4 1.5 -7.9 8.8 10.5 9.2 Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03 ₹51 -5.7 -7.3 5.9 13.8 10.5 JM Core 11 Fund Growth ₹19.3375
↑ 0.21 ₹293 -3.6 11 -3.3 9.7 10.1 -1.9 Taurus Largecap Equity Fund Growth ₹166.8
↑ 1.76 ₹60 5.5 13.8 6.6 13.1 9.8 5.3 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 India Top 100 Equity Fund Nippon India Large Cap Fund Baroda Pioneer Large Cap Fund JM Core 11 Fund Taurus Largecap Equity Fund Point 1 Upper mid AUM (₹655 Cr). Highest AUM (₹54,134 Cr). Bottom quartile AUM (₹51 Cr). Lower mid AUM (₹293 Cr). Bottom quartile AUM (₹60 Cr). Point 2 Established history (14+ yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). 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: 12.61% (top quartile). 5Y return: 10.52% (upper mid). 5Y return: 10.45% (lower mid). 5Y return: 10.08% (bottom quartile). 5Y return: 9.83% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 8.83% (bottom quartile). 3Y return: 13.75% (upper mid). 3Y return: 9.68% (bottom quartile). 3Y return: 13.12% (lower mid). Point 7 1Y return: 15.39% (top quartile). 1Y return: -7.93% (bottom quartile). 1Y return: 5.94% (lower mid). 1Y return: -3.32% (bottom quartile). 1Y return: 6.61% (upper mid). Point 8 Alpha: 2.11 (lower mid). Alpha: -1.78 (bottom quartile). Alpha: -3.15 (bottom quartile). Alpha: 2.82 (upper mid). Alpha: 8.20 (top quartile). Point 9 Sharpe: 1.09 (upper mid). Sharpe: -0.24 (bottom quartile). Sharpe: 1.53 (top quartile). Sharpe: 0.17 (bottom quartile). Sharpe: 0.36 (lower mid). Point 10 Information ratio: 0.14 (lower mid). Information ratio: 0.46 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.08 (bottom quartile). Information ratio: 0.70 (top quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
Baroda Pioneer Large Cap Fund
JM Core 11 Fund
Taurus Largecap 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 ₹99.4707
↑ 1.57 ₹42,852 4.2 19.5 -1.5 16.6 18.5 -12.1 Nippon India Small Cap Fund Growth ₹179.454
↑ 0.51 ₹82,580 -0.8 19 6.6 13.5 16.7 -4.7 Invesco India Mid Cap Fund Growth ₹188.34
↑ 0.13 ₹14,721 -5.2 17.9 5.3 20.6 16.6 6.3 HDFC Mid-Cap Opportunities Fund Growth ₹198.757
↑ 0.94 ₹108,325 -4.1 8.7 2.6 15 16.5 6.8 Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15 ₹97 -8.1 0.1 26.2 22.5 15.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund Invesco India Mid Cap Fund HDFC Mid-Cap Opportunities Fund Baroda Pioneer Mid-Cap Fund Point 1 Lower mid AUM (₹42,852 Cr). Upper mid AUM (₹82,580 Cr). Bottom quartile AUM (₹14,721 Cr). Highest AUM (₹108,325 Cr). Bottom quartile AUM (₹97 Cr). Point 2 Established history (12+ yrs). Established history (16+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (16+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 1★ (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: 18.53% (top quartile). 5Y return: 16.70% (upper mid). 5Y return: 16.59% (lower mid). 5Y return: 16.48% (bottom quartile). 5Y return: 15.89% (bottom quartile). Point 6 3Y return: 16.65% (lower mid). 3Y return: 13.52% (bottom quartile). 3Y return: 20.56% (upper mid). 3Y return: 14.98% (bottom quartile). 3Y return: 22.51% (top quartile). Point 7 1Y return: -1.48% (bottom quartile). 1Y return: 6.55% (upper mid). 1Y return: 5.32% (lower mid). 1Y return: 2.59% (bottom quartile). 1Y return: 26.24% (top quartile). Point 8 Alpha: -7.99 (bottom quartile). Alpha: 1.64 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.08 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.06 (bottom quartile). Sharpe: 0.44 (lower mid). Sharpe: 0.29 (bottom quartile). Sharpe: 0.49 (upper mid). Sharpe: 3.23 (top quartile). Point 10 Information ratio: 0.16 (top quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.16 (upper mid). Information ratio: 0.00 (bottom quartile). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
Invesco India Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Baroda Pioneer 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 (%) HDFC Equity Fund Growth ₹1,955.58
↑ 4.16 ₹113,607 -3.9 5.8 -3.5 13.8 14.4 11.4 Nippon India Multi Cap Fund Growth ₹286.288
↑ 0.11 ₹56,298 -5.6 5.3 -4.8 11.1 14.1 4.1 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.51
↓ -0.01 ₹1,402 3.8 22.2 18 19.4 13.2 3.5 JM Multicap Fund Growth ₹96.4408
↑ 0.58 ₹5,185 -1.8 13.7 -1.3 12.2 12.9 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Equity Fund Nippon India Multi Cap Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Manufacturing Equity Fund JM Multicap Fund Point 1 Highest AUM (₹113,607 Cr). Upper mid AUM (₹56,298 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,402 Cr). Lower mid AUM (₹5,185 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Not Rated. Rating: 4★ (upper mid). 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: 14.40% (top quartile). 5Y return: 14.06% (upper mid). 5Y return: 13.57% (lower mid). 5Y return: 13.21% (bottom quartile). 5Y return: 12.89% (bottom quartile). Point 6 3Y return: 13.85% (lower mid). 3Y return: 11.12% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 19.41% (top quartile). 3Y return: 12.23% (bottom quartile). Point 7 1Y return: -3.48% (bottom quartile). 1Y return: -4.78% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 17.98% (upper mid). 1Y return: -1.35% (lower mid). Point 8 Alpha: 0.71 (top quartile). Alpha: -4.42 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.14 (bottom quartile). Point 9 Sharpe: 0.11 (lower mid). Sharpe: -0.07 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 1.22 (upper mid). Sharpe: -0.07 (bottom quartile). Point 10 Information ratio: 0.95 (top quartile). Information ratio: -0.13 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.40 (upper mid). HDFC Equity Fund
Nippon India Multi Cap Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Manufacturing 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 (%) 2025 (%) LIC MF Infrastructure Fund Growth ₹53.3631
↑ 0.15 ₹1,174 -3.2 14.5 6.7 21.2 19.6 -3.7 SBI PSU Fund Growth ₹32.3973
↑ 0.14 ₹6,703 -6.2 -2.5 -0.8 17.2 19.4 11.3 DSP India T.I.G.E.R Fund Growth ₹345.558
↑ 1.17 ₹6,325 -4.7 13.9 10 17.9 18.9 -2.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹65.72
↑ 0.44 ₹949 -0.6 16.9 14.4 19.8 18.5 7.8 ICICI Prudential Infrastructure Fund Growth ₹192.44
↑ 0.18 ₹8,558 -6.8 6 -1.8 15.5 18.4 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary LIC MF Infrastructure Fund SBI PSU Fund DSP India T.I.G.E.R Fund BOI AXA Manufacturing and Infrastructure Fund ICICI Prudential Infrastructure Fund Point 1 Bottom quartile AUM (₹1,174 Cr). Upper mid AUM (₹6,703 Cr). Lower mid AUM (₹6,325 Cr). Bottom quartile AUM (₹949 Cr). Highest AUM (₹8,558 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Not Rated. Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 19.61% (top quartile). 5Y return: 19.43% (upper mid). 5Y return: 18.90% (lower mid). 5Y return: 18.50% (bottom quartile). 5Y return: 18.39% (bottom quartile). Point 6 3Y return: 21.17% (top quartile). 3Y return: 17.25% (bottom quartile). 3Y return: 17.95% (lower mid). 3Y return: 19.81% (upper mid). 3Y return: 15.52% (bottom quartile). Point 7 1Y return: 6.66% (lower mid). 1Y return: -0.78% (bottom quartile). 1Y return: 9.98% (upper mid). 1Y return: 14.40% (top quartile). 1Y return: -1.84% (bottom quartile). Point 8 Alpha: 10.92 (top quartile). Alpha: -0.10 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.53 (upper mid). Sharpe: 0.48 (bottom quartile). Sharpe: 0.52 (lower mid). Sharpe: 0.91 (top quartile). Sharpe: 0.17 (bottom quartile). Point 10 Information ratio: 0.47 (top quartile). Information ratio: -0.55 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). LIC MF Infrastructure Fund
SBI PSU Fund
DSP India T.I.G.E.R Fund
BOI AXA Manufacturing and Infrastructure Fund
ICICI Prudential 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 (%) Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 DSP Regular Savings Fund Growth ₹60.3267
↑ 0.05 ₹179 -1.1 3.4 2.1 7.8 6.5 7.2 ICICI Prudential MIP 25 Growth ₹78.1002
↑ 0.08 ₹3,329 -1.5 2.8 1.6 7.8 7.2 7.9 Nippon India Hybrid Bond Fund Growth ₹61.9165
↑ 0.10 ₹984 0.2 3.7 5.2 7.7 7.3 9.7 SBI Debt Hybrid Fund Growth ₹76.1077
↑ 0.09 ₹10,226 -0.7 4.5 3.7 7.7 7.9 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Baroda Pioneer Conservative Hybrid Fund DSP Regular Savings Fund ICICI Prudential MIP 25 Nippon India Hybrid Bond Fund SBI Debt Hybrid Fund Point 1 Bottom quartile AUM (₹33 Cr). Bottom quartile AUM (₹179 Cr). Upper mid AUM (₹3,329 Cr). Lower mid AUM (₹984 Cr). Highest AUM (₹10,226 Cr). Point 2 Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Oldest track record among peers (25 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 5★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 5Y return: 7.83% (upper mid). 5Y return: 6.52% (bottom quartile). 5Y return: 7.22% (bottom quartile). 5Y return: 7.29% (lower mid). 5Y return: 7.87% (top quartile). Point 6 3Y return: 9.05% (top quartile). 3Y return: 7.80% (upper mid). 3Y return: 7.76% (lower mid). 3Y return: 7.67% (bottom quartile). 3Y return: 7.66% (bottom quartile). Point 7 1Y return: 3.31% (lower mid). 1Y return: 2.11% (bottom quartile). 1Y return: 1.57% (bottom quartile). 1Y return: 5.23% (top quartile). 1Y return: 3.67% (upper mid). Point 8 1M return: -1.08% (lower mid). 1M return: -1.17% (bottom quartile). 1M return: -1.29% (bottom quartile). 1M return: -0.53% (top quartile). 1M return: -0.96% (upper mid). Point 9 Alpha: 0.25 (upper mid). Alpha: -0.72 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 1.59 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.85 (top quartile). Sharpe: -0.24 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: 0.42 (upper mid). Sharpe: 0.10 (lower mid). Baroda Pioneer Conservative Hybrid Fund
DSP Regular Savings Fund
ICICI Prudential MIP 25
Nippon India Hybrid Bond Fund
SBI Debt Hybrid 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 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.47
↑ 0.16 ₹2,051 1.8 17 11.4 14.9 13 -0.9 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Bandhan Hybrid Equity Fund Growth ₹27.061
↑ 0.12 ₹2,410 -1.8 9.1 3.4 12.2 9.5 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹2,051 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹2,410 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Not Rated. Top rated. 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: 14.20% (top quartile). 5Y return: 12.95% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 9.47% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.88% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 12.16% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 11.35% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 3.36% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: -1.74% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -3.65% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 6.08 (upper mid). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.71 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.40 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer 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 (%) 2025 (%) ICICI Prudential Regular Gold Savings Fund Growth ₹45.2376
↑ 0.07 ₹7,149 0.8 0.9 25.5 35.7 24.3 72 SBI Gold Fund Growth ₹42.7979
↑ 0.02 ₹17,647 0.9 0.7 25 35.6 24.4 71.5 Nippon India Gold Savings Fund Growth ₹55.8933
↑ 0.07 ₹7,602 1 0.7 24.8 35.6 24.2 71.2 Aditya Birla Sun Life Gold Fund Growth ₹42.4957
↑ 0.06 ₹1,843 1.1 0.8 24.5 35.6 24.2 72 Kotak Gold Fund Growth ₹56.1425
↑ 0.02 ₹7,195 1 0.9 25.2 35.6 24 70.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Regular Gold Savings Fund SBI Gold Fund Nippon India Gold Savings Fund Aditya Birla Sun Life Gold Fund Kotak Gold Fund Point 1 Bottom quartile AUM (₹7,149 Cr). Highest AUM (₹17,647 Cr). Upper mid AUM (₹7,602 Cr). Bottom quartile AUM (₹1,843 Cr). Lower mid AUM (₹7,195 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Rating: 2★ (lower mid). Top rated. Rating: 1★ (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: 24.31% (upper mid). 5Y return: 24.43% (top quartile). 5Y return: 24.23% (lower mid). 5Y return: 24.22% (bottom quartile). 5Y return: 23.96% (bottom quartile). Point 6 3Y return: 35.71% (top quartile). 3Y return: 35.63% (upper mid). 3Y return: 35.59% (lower mid). 3Y return: 35.57% (bottom quartile). 3Y return: 35.56% (bottom quartile). Point 7 1Y return: 25.51% (top quartile). 1Y return: 25.04% (lower mid). 1Y return: 24.81% (bottom quartile). 1Y return: 24.53% (bottom quartile). 1Y return: 25.18% (upper mid). Point 8 1M return: -4.44% (lower mid). 1M return: -4.46% (bottom quartile). 1M return: -4.42% (top quartile). 1M return: -4.42% (upper mid). 1M return: -4.46% (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: 1.30 (lower mid). Sharpe: 1.38 (upper mid). Sharpe: 1.27 (bottom quartile). Sharpe: 1.28 (bottom quartile). Sharpe: 1.46 (top quartile). ICICI Prudential Regular Gold Savings Fund
SBI Gold Fund
Nippon India Gold Savings Fund
Aditya Birla Sun Life Gold Fund
Kotak Gold Fund
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