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भारतातील शीर्ष 15 म्युच्युअल फंड घरे

Updated on January 29, 2026 , 43293 views

म्युच्युअल फंड गेल्या काही वर्षांपासून भारतात खूप लोकप्रिय होत आहे. त्याचे फायदेशीर परतावे आणि परवडणारी क्षमता अनेक लोकांना गुंतवणुकीसाठी आकर्षित करत आहे. पण, नियोजन करतानाम्युच्युअल फंडात गुंतवणूक करा, बहुतेक लोकांना वाटते की चांगली म्युच्युअल फंड कंपनी हमी परतावा देऊ शकते. प्रत्यक्षात ही वस्तुस्थिती नाही. एक चांगले ब्रँड नाव हे गुंतवणुकीच्या पॅरामीटर्सपैकी एक असू शकते, परंतु इतर अनेक विविध घटक आहेत जे निश्चित करतातसर्वोत्तम कामगिरी करणारे म्युच्युअल फंड मध्ये गुंतवणूक करणे.

एयूएम, फंड मॅनेजरचे कौशल्य, फंड वय, एएमसीसह स्टेर्ड फंड, मागील कामगिरी इत्यादी घटक गुंतवणुकीसाठी अंतिम फंड निवडण्यात समान भूमिका बजावतात. असे मापदंड लक्षात घेऊन, आम्ही संबंधित AMCs च्या सर्वोत्तम म्युच्युअल फंड योजनांसह भारतातील शीर्ष 15 म्युच्युअल फंड घरे निवडली आहेत.

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भारतातील सर्वोत्तम म्युच्युअल फंड कंपन्या

खालील भारतातील सर्वोत्तम म्युच्युअल फंड कंपन्या आहेत-

नोंद: खाली दर्शविलेल्या सर्व फंडांची निव्वळ मालमत्ता आहे500 कोटी किंवा जास्त.

SBI म्युच्युअल फंड

SBI म्युच्युअल फंड ही भारतातील एक प्रसिद्ध कंपनी आहे. कंपनी भारतीय म्युच्युअल फंड उद्योगात तीन दशकांहून अधिक काळापासून अस्तित्वात आहे. एएमसी व्यक्तींच्या विविध गरजा पूर्ण करण्यासाठी निधीच्या विविध श्रेणींमध्ये योजना ऑफर करते. एसबीआय म्युच्युअल फंड योजनांमध्ये गुंतवणूक करू इच्छिणारे गुंतवणूकदार, येथे काही शीर्ष फंड आहेत जे तुम्ही तुमच्या गुंतवणूक गरजा आणि उद्दिष्टांनुसार निवडू शकता.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Debt Hybrid Fund Growth ₹73.7497
↑ 0.21 		₹9,851 500 -0.61.26.89.89.46.7
SBI Small Cap Fund Growth ₹159.473
↑ 2.92 		₹36,268 500 -8.8-8-1.213.417.5-4.9
SBI Multi Asset Allocation Fund Growth ₹66.8859
↓ -1.18 		₹13,033 500 6.212.122.419.915.618.6
SBI Magnum COMMA Fund Growth ₹110.596
↓ -1.99 		₹863 500 0.95.518.819.119.512.3
SBI Large and Midcap Fund Growth ₹641.07
↑ 1.22 		₹37,443 500 -0.12.913.618.619.210.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Debt Hybrid FundSBI Small Cap FundSBI Multi Asset Allocation FundSBI Magnum COMMA FundSBI Large and Midcap Fund
Point 1Bottom quartile AUM (₹9,851 Cr).Upper mid AUM (₹36,268 Cr).Lower mid AUM (₹13,033 Cr).Bottom quartile AUM (₹863 Cr).Highest AUM (₹37,443 Cr).
Point 2Oldest track record among peers (24 yrs).Established history (16+ yrs).Established history (20+ yrs).Established history (20+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 9.44% (bottom quartile).5Y return: 17.52% (lower mid).5Y return: 15.56% (bottom quartile).5Y return: 19.50% (top quartile).5Y return: 19.22% (upper mid).
Point 63Y return: 9.78% (bottom quartile).3Y return: 13.36% (bottom quartile).3Y return: 19.90% (top quartile).3Y return: 19.11% (upper mid).3Y return: 18.63% (lower mid).
Point 71Y return: 6.81% (bottom quartile).1Y return: -1.18% (bottom quartile).1Y return: 22.36% (top quartile).1Y return: 18.81% (upper mid).1Y return: 13.55% (lower mid).
Point 81M return: -0.46% (lower mid).Alpha: 0.00 (lower mid).1M return: 2.04% (top quartile).Alpha: -4.27 (bottom quartile).Alpha: 2.06 (top quartile).
Point 9Alpha: 0.00 (upper mid).Sharpe: -0.54 (bottom quartile).Alpha: 0.00 (bottom quartile).Sharpe: 0.43 (upper mid).Sharpe: 0.37 (lower mid).
Point 10Sharpe: 0.16 (bottom quartile).Information ratio: 0.00 (upper mid).Sharpe: 1.60 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: -0.38 (bottom quartile).

SBI Debt Hybrid Fund

  • Bottom quartile AUM (₹9,851 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 5Y return: 9.44% (bottom quartile).
  • 3Y return: 9.78% (bottom quartile).
  • 1Y return: 6.81% (bottom quartile).
  • 1M return: -0.46% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.16 (bottom quartile).

SBI Small Cap Fund

  • Upper mid AUM (₹36,268 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.52% (lower mid).
  • 3Y return: 13.36% (bottom quartile).
  • 1Y return: -1.18% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.54 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

SBI Multi Asset Allocation Fund

  • Lower mid AUM (₹13,033 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 5Y return: 15.56% (bottom quartile).
  • 3Y return: 19.90% (top quartile).
  • 1Y return: 22.36% (top quartile).
  • 1M return: 2.04% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.60 (top quartile).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹863 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 19.50% (top quartile).
  • 3Y return: 19.11% (upper mid).
  • 1Y return: 18.81% (upper mid).
  • Alpha: -4.27 (bottom quartile).
  • Sharpe: 0.43 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

SBI Large and Midcap Fund

  • Highest AUM (₹37,443 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.22% (upper mid).
  • 3Y return: 18.63% (lower mid).
  • 1Y return: 13.55% (lower mid).
  • Alpha: 2.06 (top quartile).
  • Sharpe: 0.37 (lower mid).
  • Information ratio: -0.38 (bottom quartile).

एचडीएफसी म्युच्युअल फंड

HDFC म्युच्युअल फंड हे भारतातील सर्वात प्रसिद्ध एएमसीपैकी एक आहे. त्याने 2000 मध्ये पहिली योजना सुरू केली आणि तेव्हापासून फंड हाऊसमध्ये आशादायक वाढ दिसून येत आहे. गेल्या काही वर्षांत, HDFC MF ने अनेक गुंतवणूकदारांचा विश्वास जिंकला आहे आणि भारतातील सर्वोच्च कामगिरी करणाऱ्यांमध्ये स्वतःला स्थान दिले आहे. एचडीएफसी म्युच्युअल फंडात गुंतवणूक करण्यास उत्सुक असलेले गुंतवणूकदार, निवडण्यासाठी काही उत्तम योजना येथे आहेत.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Banking and PSU Debt Fund Growth ₹23.6237
↑ 0.02 		₹5,719 300 0.51.86.77.25.87.5
HDFC Corporate Bond Fund Growth ₹33.3601
↑ 0.03 		₹34,805 300 0.41.66.47.567.3
HDFC Equity Savings Fund Growth ₹67.474
↑ 0.00 		₹5,897 300 0.22.67.410.410.56.8
HDFC Credit Risk Debt Fund Growth ₹24.9007
↑ 0.02 		₹6,974 300 12.77.47.56.68
HDFC Small Cap Fund Growth ₹133.866
↑ 1.83 		₹37,753 300 -7.4-5.76.320.123.6-0.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Banking and PSU Debt FundHDFC Corporate Bond FundHDFC Equity Savings FundHDFC Credit Risk Debt FundHDFC Small Cap Fund
Point 1Bottom quartile AUM (₹5,719 Cr).Upper mid AUM (₹34,805 Cr).Bottom quartile AUM (₹5,897 Cr).Lower mid AUM (₹6,974 Cr).Highest AUM (₹37,753 Cr).
Point 2Established history (11+ yrs).Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (11+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderately High.
Point 51Y return: 6.65% (lower mid).1Y return: 6.43% (bottom quartile).5Y return: 10.53% (upper mid).1Y return: 7.42% (upper mid).5Y return: 23.59% (top quartile).
Point 61M return: -0.06% (upper mid).1M return: -0.12% (lower mid).3Y return: 10.37% (upper mid).1M return: 0.23% (top quartile).3Y return: 20.12% (top quartile).
Point 7Sharpe: 0.74 (upper mid).Sharpe: 0.63 (lower mid).1Y return: 7.42% (top quartile).Sharpe: 1.63 (top quartile).1Y return: 6.33% (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).1M return: -0.16% (bottom quartile).Information ratio: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 6.99% (lower mid).Yield to maturity (debt): 7.13% (upper mid).Alpha: 0.00 (lower mid).Yield to maturity (debt): 8.10% (top quartile).Sharpe: -0.23 (bottom quartile).
Point 10Modified duration: 3.22 yrs (bottom quartile).Modified duration: 4.53 yrs (bottom quartile).Sharpe: 0.17 (bottom quartile).Modified duration: 2.46 yrs (upper mid).Information ratio: 0.00 (bottom quartile).

HDFC Banking and PSU Debt Fund

  • Bottom quartile AUM (₹5,719 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 6.65% (lower mid).
  • 1M return: -0.06% (upper mid).
  • Sharpe: 0.74 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.99% (lower mid).
  • Modified duration: 3.22 yrs (bottom quartile).

HDFC Corporate Bond Fund

  • Upper mid AUM (₹34,805 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 6.43% (bottom quartile).
  • 1M return: -0.12% (lower mid).
  • Sharpe: 0.63 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.13% (upper mid).
  • Modified duration: 4.53 yrs (bottom quartile).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,897 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.53% (upper mid).
  • 3Y return: 10.37% (upper mid).
  • 1Y return: 7.42% (top quartile).
  • 1M return: -0.16% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.17 (bottom quartile).

HDFC Credit Risk Debt Fund

  • Lower mid AUM (₹6,974 Cr).
  • Established history (11+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.42% (upper mid).
  • 1M return: 0.23% (top quartile).
  • Sharpe: 1.63 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.10% (top quartile).
  • Modified duration: 2.46 yrs (upper mid).

HDFC Small Cap Fund

  • Highest AUM (₹37,753 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.59% (top quartile).
  • 3Y return: 20.12% (top quartile).
  • 1Y return: 6.33% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.23 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

ICICI प्रुडेन्शियल म्युच्युअल फंड

1993 मध्ये लॉन्च केलेला, ICICI म्युच्युअल फंड हा सर्वात मोठा फंड आहेमालमत्ता व्यवस्थापन कंपन्या देशात. फंड हाऊस कॉर्पोरेट आणि किरकोळ गुंतवणुकीसाठी एक विस्तृत स्पेक्ट्रम ऑफर करते. ICICI म्युच्युअल फंड कंपनी समाधानकारक उत्पादन समाधाने आणि नाविन्यपूर्ण योजना वितरीत करून मजबूत ग्राहक आधार राखत आहे. एएमसी द्वारे ऑफर केलेल्या विविध म्युच्युअल फंड योजना आहेत जसे इक्विटी, कर्ज, हायब्रीड,ELSS, द्रव इ.गुंतवणूक मध्ये

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹136.17
↓ -0.27 		₹11,154 100 -1.41.415.31615.915.9
ICICI Prudential Nifty Next 50 Index Fund Growth ₹59.5468
↓ -0.49 		₹8,190 100 -3.30.69.220.416.32.1
ICICI Prudential MIP 25 Growth ₹77.5863
↑ 0.13 		₹3,359 100 0.11.97.910.29.17.9
ICICI Prudential Long Term Plan Growth ₹37.9428
↑ 0.04 		₹14,929 100 11.86.77.66.47.2
ICICI Prudential US Bluechip Equity Fund Growth ₹75.12
↓ -0.58 		₹3,521 100 10.212.416.316.41515.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Banking and Financial Services FundICICI Prudential Nifty Next 50 Index FundICICI Prudential MIP 25ICICI Prudential Long Term PlanICICI Prudential US Bluechip Equity Fund
Point 1Upper mid AUM (₹11,154 Cr).Lower mid AUM (₹8,190 Cr).Bottom quartile AUM (₹3,359 Cr).Highest AUM (₹14,929 Cr).Bottom quartile AUM (₹3,521 Cr).
Point 2Established history (17+ yrs).Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (16+ yrs).Established history (13+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: High.
Point 55Y return: 15.91% (upper mid).5Y return: 16.32% (top quartile).5Y return: 9.07% (bottom quartile).1Y return: 6.69% (bottom quartile).5Y return: 15.04% (lower mid).
Point 63Y return: 16.03% (lower mid).3Y return: 20.38% (top quartile).3Y return: 10.17% (bottom quartile).1M return: 0.29% (upper mid).3Y return: 16.39% (upper mid).
Point 71Y return: 15.33% (upper mid).1Y return: 9.16% (lower mid).1Y return: 7.86% (bottom quartile).Sharpe: 0.53 (bottom quartile).1Y return: 16.30% (top quartile).
Point 8Alpha: -0.56 (lower mid).1M return: -1.24% (bottom quartile).1M return: -0.07% (lower mid).Information ratio: 0.00 (lower mid).Alpha: -2.77 (bottom quartile).
Point 9Sharpe: 0.88 (top quartile).Alpha: -0.80 (bottom quartile).Alpha: 0.00 (top quartile).Yield to maturity (debt): 7.62% (top quartile).Sharpe: 0.81 (upper mid).
Point 10Information ratio: 0.16 (top quartile).Sharpe: -0.12 (bottom quartile).Sharpe: 0.57 (lower mid).Modified duration: 4.91 yrs (bottom quartile).Information ratio: -1.01 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Upper mid AUM (₹11,154 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.91% (upper mid).
  • 3Y return: 16.03% (lower mid).
  • 1Y return: 15.33% (upper mid).
  • Alpha: -0.56 (lower mid).
  • Sharpe: 0.88 (top quartile).
  • Information ratio: 0.16 (top quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Lower mid AUM (₹8,190 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.32% (top quartile).
  • 3Y return: 20.38% (top quartile).
  • 1Y return: 9.16% (lower mid).
  • 1M return: -1.24% (bottom quartile).
  • Alpha: -0.80 (bottom quartile).
  • Sharpe: -0.12 (bottom quartile).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,359 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.07% (bottom quartile).
  • 3Y return: 10.17% (bottom quartile).
  • 1Y return: 7.86% (bottom quartile).
  • 1M return: -0.07% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.57 (lower mid).

ICICI Prudential Long Term Plan

  • Highest AUM (₹14,929 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.69% (bottom quartile).
  • 1M return: 0.29% (upper mid).
  • Sharpe: 0.53 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.62% (top quartile).
  • Modified duration: 4.91 yrs (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

  • Bottom quartile AUM (₹3,521 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 15.04% (lower mid).
  • 3Y return: 16.39% (upper mid).
  • 1Y return: 16.30% (top quartile).
  • Alpha: -2.77 (bottom quartile).
  • Sharpe: 0.81 (upper mid).
  • Information ratio: -1.01 (bottom quartile).

रिलायन्स म्युच्युअल फंड

1995 मध्ये लॉन्च झाल्यापासून, रिलायन्स म्युच्युअल फंड ही देशातील सर्वात वेगाने वाढणारी म्युच्युअल फंड कंपनी आहे. फंड हाऊसचा सातत्यपूर्ण परताव्याचा प्रभावी ट्रॅक रेकॉर्ड आहे. रिलायन्स म्युच्युअल फंड विविध प्रकारच्या योजना ऑफर करते ज्या गुंतवणूकदारांच्या विविध गरजा पूर्ण करू शकतात. गुंतवणूकदार त्यांच्या गुंतवणुकीच्या उद्दिष्टांनुसार फंड निवडू शकतात आणि त्यांच्यानुसार गुंतवणूक करू शकतातजोखीम भूक.

No Funds available.

आदित्य बिर्ला सन लाइफ म्युच्युअल फंड

बिर्ला सन लाइफ म्युच्युअल फंड सोल्यूशन्स ऑफर करतो जे गुंतवणूकदारांना त्यांचे आर्थिक यश मिळविण्यास मदत करू शकतात. फंड हाऊस कर बचत, वैयक्तिक बचत, संपत्ती निर्माण इत्यादीसारख्या विविध गुंतवणुकीच्या उद्दिष्टांमध्ये माहिर आहे. ते इक्विटी, डेट, हायब्रिड, ईएलएसएस, यांसारख्या म्युच्युअल फंड योजनांचे बंडल ऑफर करतात.लिक्विड फंड, इ. AMC नेहमी त्याच्या सातत्यपूर्ण कामगिरीसाठी ओळखले जाते. त्यामुळे, गुंतवणूकदार उत्तम परतावा मिळविण्यासाठी त्यांच्या पोर्टफोलिओमध्ये BSL म्युच्युअल फंडाच्या योजना जोडण्यास प्राधान्य देऊ शकतात.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹63.57
↓ -0.15 		₹3,694 1,000 0.85.120.117.616.117.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,536.17
↓ -1.56 		₹7,533 100 -1.90.88.614.712.67.2
Aditya Birla Sun Life Regular Savings Fund Growth ₹68.4084
↑ 0.02 		₹1,541 500 -0.11.88.39.28.87.1
Aditya Birla Sun Life Savings Fund Growth ₹567.716
↑ 0.25 		₹23,615 1,000 1.22.87.17.46.27.4
Aditya Birla Sun Life Money Manager Fund Growth ₹383.022
↑ 0.14 		₹27,449 1,000 1.22.777.46.37.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Banking And Financial Services FundAditya Birla Sun Life Equity Hybrid 95 FundAditya Birla Sun Life Regular Savings FundAditya Birla Sun Life Savings FundAditya Birla Sun Life Money Manager Fund
Point 1Bottom quartile AUM (₹3,694 Cr).Lower mid AUM (₹7,533 Cr).Bottom quartile AUM (₹1,541 Cr).Upper mid AUM (₹23,615 Cr).Highest AUM (₹27,449 Cr).
Point 2Established history (12+ yrs).Oldest track record among peers (30 yrs).Established history (21+ yrs).Established history (22+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Low.
Point 55Y return: 16.06% (top quartile).5Y return: 12.63% (upper mid).5Y return: 8.83% (lower mid).1Y return: 7.08% (bottom quartile).1Y return: 7.02% (bottom quartile).
Point 63Y return: 17.59% (top quartile).3Y return: 14.71% (upper mid).3Y return: 9.17% (lower mid).1M return: 0.31% (top quartile).1M return: 0.30% (upper mid).
Point 71Y return: 20.10% (top quartile).1Y return: 8.56% (upper mid).1Y return: 8.28% (lower mid).Sharpe: 3.14 (top quartile).Sharpe: 3.04 (upper mid).
Point 8Alpha: -1.32 (bottom quartile).1M return: -1.60% (bottom quartile).1M return: 0.13% (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: 0.84 (lower mid).Alpha: -1.63 (bottom quartile).Alpha: -0.05 (lower mid).Yield to maturity (debt): 6.81% (lower mid).Yield to maturity (debt): 6.62% (bottom quartile).
Point 10Information ratio: 0.25 (upper mid).Sharpe: 0.15 (bottom quartile).Sharpe: 0.29 (bottom quartile).Modified duration: 0.47 yrs (upper mid).Modified duration: 0.53 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Bottom quartile AUM (₹3,694 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 16.06% (top quartile).
  • 3Y return: 17.59% (top quartile).
  • 1Y return: 20.10% (top quartile).
  • Alpha: -1.32 (bottom quartile).
  • Sharpe: 0.84 (lower mid).
  • Information ratio: 0.25 (upper mid).

Aditya Birla Sun Life Equity Hybrid 95 Fund

  • Lower mid AUM (₹7,533 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.63% (upper mid).
  • 3Y return: 14.71% (upper mid).
  • 1Y return: 8.56% (upper mid).
  • 1M return: -1.60% (bottom quartile).
  • Alpha: -1.63 (bottom quartile).
  • Sharpe: 0.15 (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,541 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.83% (lower mid).
  • 3Y return: 9.17% (lower mid).
  • 1Y return: 8.28% (lower mid).
  • 1M return: 0.13% (lower mid).
  • Alpha: -0.05 (lower mid).
  • Sharpe: 0.29 (bottom quartile).

Aditya Birla Sun Life Savings Fund

  • Upper mid AUM (₹23,615 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.08% (bottom quartile).
  • 1M return: 0.31% (top quartile).
  • Sharpe: 3.14 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.81% (lower mid).
  • Modified duration: 0.47 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

  • Highest AUM (₹27,449 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.02% (bottom quartile).
  • 1M return: 0.30% (upper mid).
  • Sharpe: 3.04 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.62% (bottom quartile).
  • Modified duration: 0.53 yrs (lower mid).

डीएसपी ब्लॅकरॉक म्युच्युअल फंड

DSPBR ही जगातील सर्वात मोठी सूचीबद्ध AMC आहे. हे गुंतवणूकदारांच्या विविध गुंतवणूक गरजा पूर्ण करण्यासाठी विविध म्युच्युअल फंड योजना ऑफर करते. गुंतवणुकीच्या उत्कृष्टतेमध्ये दोन दशकांहून अधिक कामगिरीचा रेकॉर्ड आहे. येथे काही सर्वोत्तम कामगिरी करणाऱ्या DSPBR म्युच्युअल फंड योजना आहेत ज्यांचा तुम्ही गुंतवणूक करताना विचार करू शकता.

No Funds available.

फ्रँकलिन टेम्पलटन म्युच्युअल फंड

फ्रँकलिन टेम्पलटन म्युच्युअल फंड भारतीय म्युच्युअल फंड उद्योगात दोन दशकांहून अधिक काळापासून उपस्थित आहे. गेल्या काही वर्षांत कंपनीने गुंतवणूकदारांमध्ये प्रचंड विश्वास संपादन केला आहे. फ्रँकलिन टेम्पलटन दीर्घकालीन वाढ, अल्पकालीन अशा विविध घटकांवर लक्ष केंद्रित करतेबाजार चढउतार,रोख प्रवाह, महसूल इ. गुंतवणूकदार त्यांच्या गुंतवणुकीच्या गरजेनुसार इक्विटी, डेट, हायब्रीड, ईएलएसएस, लिक्विड फंड इ. सारख्या अनेक पर्यायांमधून निवडू शकतात.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin Build India Fund Growth ₹141.658
↑ 0.10 		₹3,036 500 -3.6-0.310.126.725.93.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹81.6201
↓ -1.09 		₹4,465 500 -0.76.99.323.81111.4
Franklin India Smaller Companies Fund Growth ₹158.406
↑ 2.10 		₹13,238 500 -8.4-9.1-1.519.621.5-8.4
Franklin India Bluechip Fund Growth ₹1,038.19
↓ -2.13 		₹7,972 500 -1.7210.115.113.98.4
Templeton India Value Fund Growth ₹726.639
↑ 0.18 		₹2,326 500 -12.18.918.420.96.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryFranklin Build India FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Smaller Companies FundFranklin India Bluechip FundTempleton India Value Fund
Point 1Bottom quartile AUM (₹3,036 Cr).Lower mid AUM (₹4,465 Cr).Highest AUM (₹13,238 Cr).Upper mid AUM (₹7,972 Cr).Bottom quartile AUM (₹2,326 Cr).
Point 2Established history (16+ yrs).Established history (13+ yrs).Established history (20+ yrs).Oldest track record among peers (32 yrs).Established history (29+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.93% (top quartile).5Y return: 10.99% (bottom quartile).5Y return: 21.51% (upper mid).5Y return: 13.92% (bottom quartile).5Y return: 20.91% (lower mid).
Point 63Y return: 26.73% (top quartile).3Y return: 23.77% (upper mid).3Y return: 19.57% (lower mid).3Y return: 15.10% (bottom quartile).3Y return: 18.38% (bottom quartile).
Point 71Y return: 10.10% (top quartile).1Y return: 9.28% (lower mid).1Y return: -1.52% (bottom quartile).1Y return: 10.09% (upper mid).1Y return: 8.85% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: -9.96 (bottom quartile).Alpha: -5.23 (bottom quartile).Alpha: -1.44 (lower mid).Alpha: -0.62 (upper mid).
Point 9Sharpe: -0.05 (bottom quartile).Sharpe: 0.36 (top quartile).Sharpe: -0.60 (bottom quartile).Sharpe: 0.24 (upper mid).Sharpe: 0.12 (lower mid).
Point 10Information ratio: 0.00 (lower mid).Information ratio: -2.15 (bottom quartile).Information ratio: -0.26 (bottom quartile).Information ratio: 0.20 (upper mid).Information ratio: 0.35 (top quartile).

Franklin Build India Fund

  • Bottom quartile AUM (₹3,036 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 25.93% (top quartile).
  • 3Y return: 26.73% (top quartile).
  • 1Y return: 10.10% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.05 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Lower mid AUM (₹4,465 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 10.99% (bottom quartile).
  • 3Y return: 23.77% (upper mid).
  • 1Y return: 9.28% (lower mid).
  • Alpha: -9.96 (bottom quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: -2.15 (bottom quartile).

Franklin India Smaller Companies Fund

  • Highest AUM (₹13,238 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.51% (upper mid).
  • 3Y return: 19.57% (lower mid).
  • 1Y return: -1.52% (bottom quartile).
  • Alpha: -5.23 (bottom quartile).
  • Sharpe: -0.60 (bottom quartile).
  • Information ratio: -0.26 (bottom quartile).

Franklin India Bluechip Fund

  • Upper mid AUM (₹7,972 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.92% (bottom quartile).
  • 3Y return: 15.10% (bottom quartile).
  • 1Y return: 10.09% (upper mid).
  • Alpha: -1.44 (lower mid).
  • Sharpe: 0.24 (upper mid).
  • Information ratio: 0.20 (upper mid).

Templeton India Value Fund

  • Bottom quartile AUM (₹2,326 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.91% (lower mid).
  • 3Y return: 18.38% (bottom quartile).
  • 1Y return: 8.85% (bottom quartile).
  • Alpha: -0.62 (upper mid).
  • Sharpe: 0.12 (lower mid).
  • Information ratio: 0.35 (top quartile).

म्युच्युअल फंड बॉक्स

1998 मध्ये लाँच झाल्यापासून, कोटक म्युच्युअल फंड भारतातील एक सुप्रसिद्ध AMC मध्ये विकसित झाला आहे. गुंतवणूकदारांच्या विविध गरजा पूर्ण करण्यासाठी कंपनी विविध म्युच्युअल फंड योजना ऑफर करते. म्युच्युअल फंडाच्या काही श्रेणींमध्ये इक्विटी, डेट, हायब्रिड, लिक्विड, ईएलएसएस इत्यादींचा समावेश होतो. गुंतवणूकदार त्यांच्या गुंतवणुकीचे नियोजन करू शकतात आणि कोटक म्युच्युअल फंडाच्या या उत्कृष्ट कामगिरी करणाऱ्या योजनांचा संदर्भ घेऊ शकतात.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Standard Multicap Fund Growth ₹86.73
↓ -0.28 		₹56,460 500 -0.62.113.417.815.99.5
Kotak Equity Opportunities Fund Growth ₹349.278
↑ 0.41 		₹30,039 1,000 -0.92.312.920.218.75.6
Kotak Asset Allocator Fund - FOF Growth ₹276.247
↑ 5.89 		₹2,255 1,000 10.318.727.722.820.415.4
Kotak Emerging Equity Scheme Growth ₹131.983
↑ 0.59 		₹60,637 1,000 -5.6-3.49.121.421.41.8
Kotak Corporate Bond Fund Standard Growth ₹3,886.28
↑ 4.18 		₹18,841 1,000 0.727.17.56.17.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Standard Multicap FundKotak Equity Opportunities FundKotak Asset Allocator Fund - FOFKotak Emerging Equity SchemeKotak Corporate Bond Fund Standard
Point 1Upper mid AUM (₹56,460 Cr).Lower mid AUM (₹30,039 Cr).Bottom quartile AUM (₹2,255 Cr).Highest AUM (₹60,637 Cr).Bottom quartile AUM (₹18,841 Cr).
Point 2Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (21+ yrs).Established history (18+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 15.90% (bottom quartile).5Y return: 18.72% (lower mid).5Y return: 20.37% (upper mid).5Y return: 21.41% (top quartile).1Y return: 7.10% (bottom quartile).
Point 63Y return: 17.79% (bottom quartile).3Y return: 20.19% (lower mid).3Y return: 22.79% (top quartile).3Y return: 21.42% (upper mid).1M return: 0.05% (bottom quartile).
Point 71Y return: 13.36% (upper mid).1Y return: 12.89% (lower mid).1Y return: 27.67% (top quartile).1Y return: 9.13% (bottom quartile).Sharpe: 1.02 (top quartile).
Point 8Alpha: 1.61 (top quartile).Alpha: -2.40 (bottom quartile).1M return: 8.52% (top quartile).Alpha: -3.77 (bottom quartile).Information ratio: 0.00 (upper mid).
Point 9Sharpe: 0.28 (lower mid).Sharpe: 0.04 (bottom quartile).Alpha: 0.00 (upper mid).Sharpe: -0.11 (bottom quartile).Yield to maturity (debt): 7.04% (upper mid).
Point 10Information ratio: -0.04 (lower mid).Information ratio: -0.05 (bottom quartile).Sharpe: 0.89 (upper mid).Information ratio: -0.44 (bottom quartile).Modified duration: 2.95 yrs (bottom quartile).

Kotak Standard Multicap Fund

  • Upper mid AUM (₹56,460 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.90% (bottom quartile).
  • 3Y return: 17.79% (bottom quartile).
  • 1Y return: 13.36% (upper mid).
  • Alpha: 1.61 (top quartile).
  • Sharpe: 0.28 (lower mid).
  • Information ratio: -0.04 (lower mid).

Kotak Equity Opportunities Fund

  • Lower mid AUM (₹30,039 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.72% (lower mid).
  • 3Y return: 20.19% (lower mid).
  • 1Y return: 12.89% (lower mid).
  • Alpha: -2.40 (bottom quartile).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: -0.05 (bottom quartile).

Kotak Asset Allocator Fund - FOF

  • Bottom quartile AUM (₹2,255 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.37% (upper mid).
  • 3Y return: 22.79% (top quartile).
  • 1Y return: 27.67% (top quartile).
  • 1M return: 8.52% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.89 (upper mid).

Kotak Emerging Equity Scheme

  • Highest AUM (₹60,637 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.41% (top quartile).
  • 3Y return: 21.42% (upper mid).
  • 1Y return: 9.13% (bottom quartile).
  • Alpha: -3.77 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: -0.44 (bottom quartile).

Kotak Corporate Bond Fund Standard

  • Bottom quartile AUM (₹18,841 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.10% (bottom quartile).
  • 1M return: 0.05% (bottom quartile).
  • Sharpe: 1.02 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.04% (upper mid).
  • Modified duration: 2.95 yrs (bottom quartile).

IDFC म्युच्युअल फंड

IDFC म्युच्युअल फंड 1997 मध्ये अस्तित्वात आला. त्याच्या लाँच झाल्यापासून, फर्मने भारतीय गुंतवणूकदारांमध्ये लोकप्रियता मिळवली आहे. गुंतवणूकदारांच्या विविध गुंतवणूक गरजा पूर्ण करण्यासाठी, कंपनी विविध प्रकारच्या म्युच्युअल फंड योजना ऑफर करते. गुंतवणूकदार गुंतवणूक करू शकतातइक्विटी फंड,कर्ज निधी,हायब्रीड फंड, लिक्विड फंड इ., त्यांच्या गुंतवणुकीचे उद्दिष्ट आणि जोखीम भूक यानुसार. आयडीएफसी म्युच्युअल फंडाने ऑफर केलेल्या काही सर्वोत्तम योजना खालीलप्रमाणे आहेत.

No Funds available.

टाटा म्युच्युअल फंड

टाटा म्युच्युअल फंड दोन दशकांहून अधिक काळ भारतात कार्यरत आहे. टाटा म्युच्युअल फंड हे भारतातील नामांकित फंड घराण्यांपैकी एक आहे. फंड हाऊस त्याच्या सातत्यपूर्ण कामगिरीसह अव्वल दर्जाच्या सेवेने लाखो ग्राहकांचा विश्वास जिंकण्यात यशस्वी झाले आहे. टाटा म्युच्युअल फंड इक्विटी, डेट, हायब्रीड, लिक्विड आणि ईएलएसएस यासारख्या विविध श्रेणी ऑफर करतो, गुंतवणूकदार त्यांच्या गुंतवणूकीच्या गरजा आणि उद्दिष्टांनुसार गुंतवणूक करू शकतात.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata Equity PE Fund Growth ₹354.268
↓ -3.20 		₹9,061 150 -1.12.29.320.318.33.7
Tata India Tax Savings Fund Growth ₹44.5949
↓ -0.09 		₹4,748 500 -2.70.88.615.915.94.9
Tata Retirement Savings Fund-Moderate Growth ₹63.0534
↓ -0.16 		₹2,166 150 -3.4-1.65.215.112.31
Tata Retirement Savings Fund - Progressive Growth ₹63.3718
↓ -0.24 		₹2,108 150 -4-2.54.216.212.9-1.2
Tata Treasury Advantage Fund Growth ₹4,059.61
↑ 1.69 		₹3,563 500 1.12.56.87.15.97.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Equity PE FundTata India Tax Savings FundTata Retirement Savings Fund-ModerateTata Retirement Savings Fund - ProgressiveTata Treasury Advantage Fund
Point 1Highest AUM (₹9,061 Cr).Upper mid AUM (₹4,748 Cr).Bottom quartile AUM (₹2,166 Cr).Bottom quartile AUM (₹2,108 Cr).Lower mid AUM (₹3,563 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (11+ yrs).Established history (14+ yrs).Established history (14+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 18.34% (top quartile).5Y return: 15.89% (upper mid).5Y return: 12.27% (bottom quartile).5Y return: 12.87% (lower mid).1Y return: 6.78% (lower mid).
Point 63Y return: 20.29% (top quartile).3Y return: 15.87% (lower mid).3Y return: 15.07% (bottom quartile).3Y return: 16.20% (upper mid).1M return: 0.26% (top quartile).
Point 71Y return: 9.32% (top quartile).1Y return: 8.61% (upper mid).1Y return: 5.25% (bottom quartile).1Y return: 4.21% (bottom quartile).Sharpe: 1.97 (top quartile).
Point 8Alpha: -3.79 (bottom quartile).Alpha: -2.63 (lower mid).1M return: -2.21% (lower mid).1M return: -2.33% (bottom quartile).Information ratio: 0.00 (lower mid).
Point 9Sharpe: -0.07 (lower mid).Sharpe: 0.00 (upper mid).Alpha: 0.00 (top quartile).Alpha: -8.71 (bottom quartile).Yield to maturity (debt): 6.61% (top quartile).
Point 10Information ratio: 0.96 (top quartile).Information ratio: -0.26 (bottom quartile).Sharpe: -0.28 (bottom quartile).Sharpe: -0.34 (bottom quartile).Modified duration: 0.03 yrs (bottom quartile).

Tata Equity PE Fund

  • Highest AUM (₹9,061 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.34% (top quartile).
  • 3Y return: 20.29% (top quartile).
  • 1Y return: 9.32% (top quartile).
  • Alpha: -3.79 (bottom quartile).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 0.96 (top quartile).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,748 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.89% (upper mid).
  • 3Y return: 15.87% (lower mid).
  • 1Y return: 8.61% (upper mid).
  • Alpha: -2.63 (lower mid).
  • Sharpe: 0.00 (upper mid).
  • Information ratio: -0.26 (bottom quartile).

Tata Retirement Savings Fund-Moderate

  • Bottom quartile AUM (₹2,166 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.27% (bottom quartile).
  • 3Y return: 15.07% (bottom quartile).
  • 1Y return: 5.25% (bottom quartile).
  • 1M return: -2.21% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.28 (bottom quartile).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,108 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.87% (lower mid).
  • 3Y return: 16.20% (upper mid).
  • 1Y return: 4.21% (bottom quartile).
  • 1M return: -2.33% (bottom quartile).
  • Alpha: -8.71 (bottom quartile).
  • Sharpe: -0.34 (bottom quartile).

Tata Treasury Advantage Fund

  • Lower mid AUM (₹3,563 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 6.78% (lower mid).
  • 1M return: 0.26% (top quartile).
  • Sharpe: 1.97 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.61% (top quartile).
  • Modified duration: 0.03 yrs (bottom quartile).

इन्वेस्को म्युच्युअल फंड

Invesco म्युच्युअल फंडाची स्थापना 2006 मध्ये झाली आणि तेव्हापासून ते गुंतवणूकदारांना फायदेशीर परतावा देत आहे. फंड हाऊसद्वारे ऑफर केलेल्या विविध योजनांमध्ये गुंतवणूक करून गुंतवणूकदार त्यांची विविध गुंतवणूक उद्दिष्टे साध्य करू शकतात. Invesco म्युच्युअल फंड मध्ये उत्कृष्ट वाढ प्रदान करण्याचे उद्दिष्ट आहेभांडवल गुंतवणूकदारांनी केलेली गुंतवणूक.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Growth Opportunities Fund Growth ₹94.92
↓ -0.16 		₹9,344 100 -8.7-6.39.22318.34.7
Invesco India Financial Services Fund Growth ₹146.45
↓ -1.25 		₹1,599 100 362323.118.315.1
Invesco India Contra Fund Growth ₹132.59
↓ -0.35 		₹20,658 500 -4.3-2.96.619.517.63.1
Invesco India Liquid Fund Growth ₹3,709.53
↑ 0.51 		₹16,203 500 1.42.96.46.95.86.5
Invesco India PSU Equity Fund Growth ₹68.37
↓ -0.66 		₹1,449 500 3.19.221.332.328.710.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Growth Opportunities FundInvesco India Financial Services FundInvesco India Contra FundInvesco India Liquid FundInvesco India PSU Equity Fund
Point 1Lower mid AUM (₹9,344 Cr).Bottom quartile AUM (₹1,599 Cr).Highest AUM (₹20,658 Cr).Upper mid AUM (₹16,203 Cr).Bottom quartile AUM (₹1,449 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Established history (18+ yrs).Oldest track record among peers (19 yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Low.Risk profile: High.
Point 55Y return: 18.28% (lower mid).5Y return: 18.34% (upper mid).5Y return: 17.61% (bottom quartile).1Y return: 6.37% (bottom quartile).5Y return: 28.69% (top quartile).
Point 63Y return: 22.96% (lower mid).3Y return: 23.05% (upper mid).3Y return: 19.49% (bottom quartile).1M return: 0.48% (lower mid).3Y return: 32.31% (top quartile).
Point 71Y return: 9.17% (lower mid).1Y return: 22.97% (top quartile).1Y return: 6.63% (bottom quartile).Sharpe: 3.28 (top quartile).1Y return: 21.31% (upper mid).
Point 8Alpha: -3.20 (lower mid).Alpha: -4.92 (bottom quartile).Alpha: -4.24 (bottom quartile).Information ratio: 0.00 (bottom quartile).Alpha: -1.90 (upper mid).
Point 9Sharpe: 0.01 (bottom quartile).Sharpe: 0.59 (upper mid).Sharpe: -0.12 (bottom quartile).Yield to maturity (debt): 5.92% (top quartile).Sharpe: 0.27 (lower mid).
Point 10Information ratio: 0.75 (lower mid).Information ratio: 0.79 (upper mid).Information ratio: 0.97 (top quartile).Modified duration: 0.12 yrs (bottom quartile).Information ratio: -0.37 (bottom quartile).

Invesco India Growth Opportunities Fund

  • Lower mid AUM (₹9,344 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.28% (lower mid).
  • 3Y return: 22.96% (lower mid).
  • 1Y return: 9.17% (lower mid).
  • Alpha: -3.20 (lower mid).
  • Sharpe: 0.01 (bottom quartile).
  • Information ratio: 0.75 (lower mid).

Invesco India Financial Services Fund

  • Bottom quartile AUM (₹1,599 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.34% (upper mid).
  • 3Y return: 23.05% (upper mid).
  • 1Y return: 22.97% (top quartile).
  • Alpha: -4.92 (bottom quartile).
  • Sharpe: 0.59 (upper mid).
  • Information ratio: 0.79 (upper mid).

Invesco India Contra Fund

  • Highest AUM (₹20,658 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.61% (bottom quartile).
  • 3Y return: 19.49% (bottom quartile).
  • 1Y return: 6.63% (bottom quartile).
  • Alpha: -4.24 (bottom quartile).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: 0.97 (top quartile).

Invesco India Liquid Fund

  • Upper mid AUM (₹16,203 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.37% (bottom quartile).
  • 1M return: 0.48% (lower mid).
  • Sharpe: 3.28 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.92% (top quartile).
  • Modified duration: 0.12 yrs (bottom quartile).

Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,449 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.69% (top quartile).
  • 3Y return: 32.31% (top quartile).
  • 1Y return: 21.31% (upper mid).
  • Alpha: -1.90 (upper mid).
  • Sharpe: 0.27 (lower mid).
  • Information ratio: -0.37 (bottom quartile).

प्रिन्सिपल म्युच्युअल फंड

प्रिन्सिपल म्युच्युअल फंड किरकोळ आणि संस्थात्मक गुंतवणूकदारांसाठी विविध प्रकारच्या नाविन्यपूर्ण आर्थिक उपायांची ऑफर देते. ग्राहकांच्या विविध गरजा पूर्ण करण्यासाठी नवनवीन योजना आणण्याचे फंड हाऊसचे सतत उद्दिष्ट असते. प्रिन्सिपल म्युच्युअल फंड त्याच्या गुंतवणुकीच्या निर्णयांना समर्थन देण्यासाठी कठोर जोखीम-व्यवस्थापन धोरण आणि योग्य संशोधन तंत्र वापरते.

No Funds available.

सुंदरम म्युच्युअल फंड

सुंदरम म्युच्युअल फंड हे भारतातील प्रसिद्ध एएमसीपैकी एक आहे. AMC द्वारे गुंतवणूकदारांची इच्छित उद्दिष्टे साध्य करण्यात मदत करतेअर्पण त्या विविध म्युच्युअल फंड योजना. गुंतवणूकदार इक्विटी, डेट, हायब्रीड, ईएलएसएस, लिक्विड फंड इत्यादी योजनांमधून फंड निवडू शकतात. सुंदरम म्युच्युअल फंडाने ऑफर केलेल्या काही उत्तम कामगिरी करणाऱ्या योजना खालीलप्रमाणे आहेत.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Rural and Consumption Fund Growth ₹90.7309
↑ 0.92 		₹1,584 100 -10.7-6.5-1.714.714.2-0.1
Sundaram Mid Cap Fund Growth ₹1,392.69
↑ 8.19 		₹13,293 100 -3.61.111.52521.94.1
Sundaram Diversified Equity Fund Growth ₹220.995
↓ -0.07 		₹1,477 250 -2.2-0.58.313.514.87.1
Sundaram Corporate Bond Fund Growth ₹41.2638
↑ 0.03 		₹768 250 0.51.86.87.15.87.5
Sundaram Large and Mid Cap Fund Growth ₹85.3085
↑ 0.13 		₹6,987 100 -3.70.58.316.816.73.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySundaram Rural and Consumption FundSundaram Mid Cap FundSundaram Diversified Equity FundSundaram Corporate Bond FundSundaram Large and Mid Cap Fund
Point 1Lower mid AUM (₹1,584 Cr).Highest AUM (₹13,293 Cr).Bottom quartile AUM (₹1,477 Cr).Bottom quartile AUM (₹768 Cr).Upper mid AUM (₹6,987 Cr).
Point 2Established history (19+ yrs).Established history (23+ yrs).Oldest track record among peers (26 yrs).Established history (21+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Moderately High.
Point 55Y return: 14.16% (bottom quartile).5Y return: 21.86% (top quartile).5Y return: 14.76% (lower mid).1Y return: 6.80% (bottom quartile).5Y return: 16.74% (upper mid).
Point 63Y return: 14.74% (lower mid).3Y return: 25.01% (top quartile).3Y return: 13.54% (bottom quartile).1M return: -0.05% (top quartile).3Y return: 16.82% (upper mid).
Point 71Y return: -1.74% (bottom quartile).1Y return: 11.53% (top quartile).1Y return: 8.30% (lower mid).Sharpe: 0.83 (top quartile).1Y return: 8.33% (upper mid).
Point 8Alpha: -8.82 (bottom quartile).Alpha: -1.77 (lower mid).Alpha: -0.41 (upper mid).Information ratio: 0.00 (upper mid).Alpha: -4.36 (bottom quartile).
Point 9Sharpe: -0.38 (bottom quartile).Sharpe: -0.01 (lower mid).Sharpe: 0.14 (upper mid).Yield to maturity (debt): 6.90% (top quartile).Sharpe: -0.07 (bottom quartile).
Point 10Information ratio: -0.52 (lower mid).Information ratio: 0.13 (top quartile).Information ratio: -0.78 (bottom quartile).Modified duration: 3.25 yrs (bottom quartile).Information ratio: -0.78 (bottom quartile).

Sundaram Rural and Consumption Fund

  • Lower mid AUM (₹1,584 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.16% (bottom quartile).
  • 3Y return: 14.74% (lower mid).
  • 1Y return: -1.74% (bottom quartile).
  • Alpha: -8.82 (bottom quartile).
  • Sharpe: -0.38 (bottom quartile).
  • Information ratio: -0.52 (lower mid).

Sundaram Mid Cap Fund

  • Highest AUM (₹13,293 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.86% (top quartile).
  • 3Y return: 25.01% (top quartile).
  • 1Y return: 11.53% (top quartile).
  • Alpha: -1.77 (lower mid).
  • Sharpe: -0.01 (lower mid).
  • Information ratio: 0.13 (top quartile).

Sundaram Diversified Equity Fund

  • Bottom quartile AUM (₹1,477 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.76% (lower mid).
  • 3Y return: 13.54% (bottom quartile).
  • 1Y return: 8.30% (lower mid).
  • Alpha: -0.41 (upper mid).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: -0.78 (bottom quartile).

Sundaram Corporate Bond Fund

  • Bottom quartile AUM (₹768 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 6.80% (bottom quartile).
  • 1M return: -0.05% (top quartile).
  • Sharpe: 0.83 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.90% (top quartile).
  • Modified duration: 3.25 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

  • Upper mid AUM (₹6,987 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.74% (upper mid).
  • 3Y return: 16.82% (upper mid).
  • 1Y return: 8.33% (upper mid).
  • Alpha: -4.36 (bottom quartile).
  • Sharpe: -0.07 (bottom quartile).
  • Information ratio: -0.78 (bottom quartile).

L&T म्युच्युअल फंड

L&T म्युच्युअल फंड गुंतवणूक आणि जोखीम व्यवस्थापनासाठी शिस्तबद्ध दृष्टीकोन पाळतो. कंपनी उच्च दीर्घकालीन जोखीम-समायोजित कामगिरी प्रदान करण्यावर भर देते. एएमसी 1997 मध्ये लाँच करण्यात आली आणि तेव्हापासून तिच्या गुंतवणूकदारांमध्ये प्रचंड विश्वास निर्माण झाला आहे. गुंतवणूकदार इक्विटी, डेट, हायब्रीड फंड इत्यादीसारख्या अनेक पर्यायांमधून योजना निवडू शकतात. काही सर्वोत्तम कामगिरी करणाऱ्या योजना आहेत:

No Funds available.

UTI म्युच्युअल फंड

UTI म्युच्युअल फंडाचे उद्दिष्ट गुंतवणूकदारांची अपेक्षित गुंतवणूक उद्दिष्टे पूर्ण करणे आहे. हे गुंतवणूकदारांना त्यांच्या भविष्यासाठी दीर्घकालीन संपत्ती निर्माण करण्यात मदत करते. फंड हाऊस विविध प्रकारच्या म्युच्युअल फंड योजना जसे इक्विटी, डेट, हायब्रिड इ. ऑफर करते, गुंतवणूकदार त्यांच्या गरजेनुसार योजना निवडू शकतात आणि गुंतवणूक करू शकतात.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Banking & PSU Debt Fund Growth ₹22.6364
↑ 0.02 		₹1,015 500 0.92.37.37.37.17.8
UTI Money Market Fund Growth ₹3,195.63
↑ 1.19 		₹19,301 500 1.32.87.27.56.37.5
UTI Treasury Advantage Fund Growth ₹3,672.68
↑ 2.41 		₹2,667 500 1.22.77.27.37.27.5
UTI Short Term Income Fund Growth ₹32.6129
↑ 0.02 		₹3,181 500 0.71.96.77.26.97.3
UTI Ultra Short Term Fund Growth ₹4,374.97
↑ 1.42 		₹3,655 500 1.22.66.46.86.26.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryUTI Banking & PSU Debt FundUTI Money Market FundUTI Treasury Advantage FundUTI Short Term Income FundUTI Ultra Short Term Fund
Point 1Bottom quartile AUM (₹1,015 Cr).Highest AUM (₹19,301 Cr).Bottom quartile AUM (₹2,667 Cr).Lower mid AUM (₹3,181 Cr).Upper mid AUM (₹3,655 Cr).
Point 2Established history (12+ yrs).Established history (16+ yrs).Established history (18+ yrs).Established history (18+ yrs).Oldest track record among peers (22 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderately Low.
Point 51Y return: 7.30% (top quartile).1Y return: 7.18% (upper mid).1Y return: 7.18% (lower mid).1Y return: 6.72% (bottom quartile).1Y return: 6.40% (bottom quartile).
Point 61M return: 0.16% (bottom quartile).1M return: 0.36% (top quartile).1M return: 0.26% (lower mid).1M return: 0.04% (bottom quartile).1M return: 0.34% (upper mid).
Point 7Sharpe: 1.48 (bottom quartile).Sharpe: 3.02 (top quartile).Sharpe: 2.59 (upper mid).Sharpe: 0.96 (bottom quartile).Sharpe: 1.85 (lower mid).
Point 8Information 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 9Yield to maturity (debt): 6.67% (bottom quartile).Yield to maturity (debt): 6.33% (bottom quartile).Yield to maturity (debt): 7.02% (top quartile).Yield to maturity (debt): 7.02% (upper mid).Yield to maturity (debt): 6.78% (lower mid).
Point 10Modified duration: 1.28 yrs (bottom quartile).Modified duration: 0.35 yrs (top quartile).Modified duration: 0.92 yrs (lower mid).Modified duration: 2.51 yrs (bottom quartile).Modified duration: 0.47 yrs (upper mid).

UTI Banking & PSU Debt Fund

  • Bottom quartile AUM (₹1,015 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.30% (top quartile).
  • 1M return: 0.16% (bottom quartile).
  • Sharpe: 1.48 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.67% (bottom quartile).
  • Modified duration: 1.28 yrs (bottom quartile).

UTI Money Market Fund

  • Highest AUM (₹19,301 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.18% (upper mid).
  • 1M return: 0.36% (top quartile).
  • Sharpe: 3.02 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.33% (bottom quartile).
  • Modified duration: 0.35 yrs (top quartile).

UTI Treasury Advantage Fund

  • Bottom quartile AUM (₹2,667 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.18% (lower mid).
  • 1M return: 0.26% (lower mid).
  • Sharpe: 2.59 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.02% (top quartile).
  • Modified duration: 0.92 yrs (lower mid).

UTI Short Term Income Fund

  • Lower mid AUM (₹3,181 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.72% (bottom quartile).
  • 1M return: 0.04% (bottom quartile).
  • Sharpe: 0.96 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.02% (upper mid).
  • Modified duration: 2.51 yrs (bottom quartile).

UTI Ultra Short Term Fund

  • Upper mid AUM (₹3,655 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 6.40% (bottom quartile).
  • 1M return: 0.34% (upper mid).
  • Sharpe: 1.85 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.78% (lower mid).
  • Modified duration: 0.47 yrs (upper mid).

Disclaimer:
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.

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