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भारतातील शीर्ष 15 म्युच्युअल फंड घरे

Updated on August 27, 2025 , 42865 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 ₹72.4928
↓ -0.05 		₹9,799 500 0.56.44.69.91111
SBI Small Cap Fund Growth ₹169.15
↓ -0.65 		₹35,563 500 0.415.3-7.215.223.224.1
SBI Credit Risk Fund Growth ₹46.0693
↓ -0.04 		₹2,221 500 1.34.48.187.18.1
SBI Magnum Constant Maturity Fund Growth ₹63.4319
↓ -0.21 		₹1,884 500 -1.73.477.55.89.1
SBI Magnum Income Fund Growth ₹70.3089
↓ -0.20 		₹2,001 500 -1.42.96.1768.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Debt Hybrid FundSBI Small Cap FundSBI Credit Risk FundSBI Magnum Constant Maturity FundSBI Magnum Income Fund
Point 1Upper mid AUM (₹9,799 Cr).Highest AUM (₹35,563 Cr).Lower mid AUM (₹2,221 Cr).Bottom quartile AUM (₹1,884 Cr).Bottom quartile AUM (₹2,001 Cr).
Point 2Established history (24+ yrs).Established history (15+ yrs).Established history (21+ yrs).Established history (24+ yrs).Oldest track record among peers (26 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: Moderately Low.Risk profile: Moderate.
Point 55Y return: 11.05% (upper mid).5Y return: 23.17% (top quartile).1Y return: 8.14% (top quartile).1Y return: 7.01% (upper mid).1Y return: 6.11% (lower mid).
Point 63Y return: 9.93% (upper mid).3Y return: 15.16% (top quartile).1M return: 0.17% (top quartile).1M return: -1.23% (bottom quartile).1M return: -0.97% (lower mid).
Point 71Y return: 4.57% (bottom quartile).1Y return: -7.23% (bottom quartile).Sharpe: 2.43 (top quartile).Sharpe: 0.97 (upper mid).Sharpe: 0.57 (lower mid).
Point 81M return: -0.45% (upper mid).Alpha: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Alpha: 0.00 (top quartile).Sharpe: -0.63 (bottom quartile).Yield to maturity (debt): 7.93% (top quartile).Yield to maturity (debt): 6.61% (bottom quartile).Yield to maturity (debt): 7.02% (lower mid).
Point 10Sharpe: -0.23 (bottom quartile).Information ratio: 0.00 (upper mid).Modified duration: 2.17 yrs (upper mid).Modified duration: 6.79 yrs (bottom quartile).Modified duration: 5.67 yrs (bottom quartile).

SBI Debt Hybrid Fund

  • Upper mid AUM (₹9,799 Cr).
  • Established history (24+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 5Y return: 11.05% (upper mid).
  • 3Y return: 9.93% (upper mid).
  • 1Y return: 4.57% (bottom quartile).
  • 1M return: -0.45% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.23 (bottom quartile).

SBI Small Cap Fund

  • Highest AUM (₹35,563 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.17% (top quartile).
  • 3Y return: 15.16% (top quartile).
  • 1Y return: -7.23% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.63 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

SBI Credit Risk Fund

  • Lower mid AUM (₹2,221 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.14% (top quartile).
  • 1M return: 0.17% (top quartile).
  • Sharpe: 2.43 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.93% (top quartile).
  • Modified duration: 2.17 yrs (upper mid).

SBI Magnum Constant Maturity Fund

  • Bottom quartile AUM (₹1,884 Cr).
  • Established history (24+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.01% (upper mid).
  • 1M return: -1.23% (bottom quartile).
  • Sharpe: 0.97 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.61% (bottom quartile).
  • Modified duration: 6.79 yrs (bottom quartile).

SBI Magnum Income Fund

  • Bottom quartile AUM (₹2,001 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.11% (lower mid).
  • 1M return: -0.97% (lower mid).
  • Sharpe: 0.57 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.02% (lower mid).
  • Modified duration: 5.67 yrs (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 Corporate Bond Fund Growth ₹32.7428
↓ -0.03 		₹35,968 300 0.14.17.97.56.48.6
HDFC Banking and PSU Debt Fund Growth ₹23.1776
↓ -0.01 		₹5,935 300 0.34.37.87.26.17.9
HDFC Credit Risk Debt Fund Growth ₹24.2851
↓ -0.01 		₹7,015 300 1.14.37.97.37.28.2
HDFC Equity Savings Fund Growth ₹65.626
↓ -0.06 		₹5,674 300 0.36.42.710.111.710.3
HDFC Hybrid Debt Fund Growth ₹81.1038
↓ -0.16 		₹3,388 300 -1.84.32.51010.710.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Corporate Bond FundHDFC Banking and PSU Debt FundHDFC Credit Risk Debt FundHDFC Equity Savings FundHDFC Hybrid Debt Fund
Point 1Highest AUM (₹35,968 Cr).Lower mid AUM (₹5,935 Cr).Upper mid AUM (₹7,015 Cr).Bottom quartile AUM (₹5,674 Cr).Bottom quartile AUM (₹3,388 Cr).
Point 2Established history (15+ yrs).Established history (11+ yrs).Established history (11+ yrs).Established history (20+ yrs).Oldest track record among peers (21 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: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.
Point 51Y return: 7.85% (upper mid).1Y return: 7.79% (lower mid).1Y return: 7.92% (top quartile).5Y return: 11.71% (top quartile).5Y return: 10.73% (upper mid).
Point 61M return: -0.31% (bottom quartile).1M return: -0.16% (upper mid).1M return: 0.12% (top quartile).3Y return: 10.11% (top quartile).3Y return: 10.00% (upper mid).
Point 7Sharpe: 1.46 (upper mid).Sharpe: 1.31 (lower mid).Sharpe: 1.91 (top quartile).1Y return: 2.69% (bottom quartile).1Y return: 2.54% (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).1M return: -0.19% (lower mid).1M return: -1.35% (bottom quartile).
Point 9Yield to maturity (debt): 6.88% (lower mid).Yield to maturity (debt): 6.78% (bottom quartile).Yield to maturity (debt): 7.93% (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Modified duration: 4.20 yrs (bottom quartile).Modified duration: 3.52 yrs (lower mid).Modified duration: 2.49 yrs (top quartile).Sharpe: -0.58 (bottom quartile).Sharpe: -0.43 (bottom quartile).

HDFC Corporate Bond Fund

  • Highest AUM (₹35,968 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.85% (upper mid).
  • 1M return: -0.31% (bottom quartile).
  • Sharpe: 1.46 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.88% (lower mid).
  • Modified duration: 4.20 yrs (bottom quartile).

HDFC Banking and PSU Debt Fund

  • Lower mid AUM (₹5,935 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.79% (lower mid).
  • 1M return: -0.16% (upper mid).
  • Sharpe: 1.31 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.78% (bottom quartile).
  • Modified duration: 3.52 yrs (lower mid).

HDFC Credit Risk Debt Fund

  • Upper mid AUM (₹7,015 Cr).
  • Established history (11+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.92% (top quartile).
  • 1M return: 0.12% (top quartile).
  • Sharpe: 1.91 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.93% (top quartile).
  • Modified duration: 2.49 yrs (top quartile).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,674 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.71% (top quartile).
  • 3Y return: 10.11% (top quartile).
  • 1Y return: 2.69% (bottom quartile).
  • 1M return: -0.19% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.58 (bottom quartile).

HDFC Hybrid Debt Fund

  • Bottom quartile AUM (₹3,388 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.73% (upper mid).
  • 3Y return: 10.00% (upper mid).
  • 1Y return: 2.54% (bottom quartile).
  • 1M return: -1.35% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.43 (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 Long Term Plan Growth ₹37.0259
↓ -0.07 		₹15,051 100 -0.13.87.57.66.78.2
ICICI Prudential Banking and Financial Services Fund Growth ₹129.98
↓ -0.36 		₹9,930 100 -2.112.36.515.418.911.6
ICICI Prudential MIP 25 Growth ₹76.0022
↓ -0.10 		₹3,237 100 1.16.76.410.19.811.4
ICICI Prudential Nifty Next 50 Index Fund Growth ₹57.8341
↓ -0.17 		₹7,692 100 -1.715.5-12.315.318.527.2
ICICI Prudential Corporate Bond Fund Growth ₹30.1121
↓ -0.03 		₹33,574 100 0.94.48.27.86.68
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Long Term PlanICICI Prudential Banking and Financial Services FundICICI Prudential MIP 25ICICI Prudential Nifty Next 50 Index FundICICI Prudential Corporate Bond Fund
Point 1Upper mid AUM (₹15,051 Cr).Lower mid AUM (₹9,930 Cr).Bottom quartile AUM (₹3,237 Cr).Bottom quartile AUM (₹7,692 Cr).Highest AUM (₹33,574 Cr).
Point 2Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (21 yrs).Established history (15+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 51Y return: 7.49% (upper mid).5Y return: 18.94% (top quartile).5Y return: 9.85% (lower mid).5Y return: 18.50% (upper mid).1Y return: 8.16% (top quartile).
Point 61M return: -0.66% (lower mid).3Y return: 15.42% (top quartile).3Y return: 10.06% (lower mid).3Y return: 15.30% (upper mid).1M return: 0.02% (top quartile).
Point 7Sharpe: 1.53 (upper mid).1Y return: 6.54% (lower mid).1Y return: 6.36% (bottom quartile).1Y return: -12.26% (bottom quartile).Sharpe: 2.12 (top quartile).
Point 8Information ratio: 0.00 (upper mid).Alpha: -3.35 (bottom quartile).1M return: -0.01% (upper mid).1M return: -2.21% (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 7.32% (top quartile).Sharpe: 0.37 (lower mid).Alpha: 0.00 (upper mid).Alpha: -1.04 (bottom quartile).Yield to maturity (debt): 6.78% (lower mid).
Point 10Modified duration: 3.68 yrs (bottom quartile).Information ratio: 0.18 (top quartile).Sharpe: 0.25 (bottom quartile).Sharpe: -0.74 (bottom quartile).Modified duration: 2.49 yrs (bottom quartile).

ICICI Prudential Long Term Plan

  • Upper mid AUM (₹15,051 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.49% (upper mid).
  • 1M return: -0.66% (lower mid).
  • Sharpe: 1.53 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.32% (top quartile).
  • Modified duration: 3.68 yrs (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Lower mid AUM (₹9,930 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.94% (top quartile).
  • 3Y return: 15.42% (top quartile).
  • 1Y return: 6.54% (lower mid).
  • Alpha: -3.35 (bottom quartile).
  • Sharpe: 0.37 (lower mid).
  • Information ratio: 0.18 (top quartile).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,237 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.85% (lower mid).
  • 3Y return: 10.06% (lower mid).
  • 1Y return: 6.36% (bottom quartile).
  • 1M return: -0.01% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.25 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Bottom quartile AUM (₹7,692 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.50% (upper mid).
  • 3Y return: 15.30% (upper mid).
  • 1Y return: -12.26% (bottom quartile).
  • 1M return: -2.21% (bottom quartile).
  • Alpha: -1.04 (bottom quartile).
  • Sharpe: -0.74 (bottom quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹33,574 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.16% (top quartile).
  • 1M return: 0.02% (top quartile).
  • Sharpe: 2.12 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.78% (lower mid).
  • Modified duration: 2.49 yrs (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 Savings Fund Growth ₹554.641
↑ 0.03 		₹20,795 1,000 1.747.97.46.17.9
Aditya Birla Sun Life Money Manager Fund Growth ₹374.625
↑ 0.04 		₹29,515 1,000 1.74.17.97.56.17.8
Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.433
↓ -0.16 		₹28,598 100 03.97.77.66.58.5
Aditya Birla Sun Life Regular Savings Fund Growth ₹66.8631
↓ -0.08 		₹1,524 500 0.76.36.7910.810.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹58.25
↓ -0.21 		₹3,497 1,000 -2.912.23.31518.78.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Savings FundAditya Birla Sun Life Money Manager FundAditya Birla Sun Life Corporate Bond FundAditya Birla Sun Life Regular Savings FundAditya Birla Sun Life Banking And Financial Services Fund
Point 1Lower mid AUM (₹20,795 Cr).Highest AUM (₹29,515 Cr).Upper mid AUM (₹28,598 Cr).Bottom quartile AUM (₹1,524 Cr).Bottom quartile AUM (₹3,497 Cr).
Point 2Established history (22+ yrs).Established history (19+ yrs).Oldest track record among peers (28 yrs).Established history (21+ yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Moderately High.Risk profile: High.
Point 51Y return: 7.94% (top quartile).1Y return: 7.89% (upper mid).1Y return: 7.73% (lower mid).5Y return: 10.79% (upper mid).5Y return: 18.69% (top quartile).
Point 61M return: 0.45% (upper mid).1M return: 0.47% (top quartile).1M return: -0.39% (lower mid).3Y return: 8.95% (upper mid).3Y return: 14.98% (top quartile).
Point 7Sharpe: 3.76 (top quartile).Sharpe: 3.35 (upper mid).Sharpe: 1.54 (lower mid).1Y return: 6.70% (bottom quartile).1Y return: 3.34% (bottom quartile).
Point 8Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).1M return: -0.45% (bottom quartile).Alpha: -8.11 (bottom quartile).
Point 9Yield to maturity (debt): 6.60% (lower mid).Yield to maturity (debt): 6.17% (bottom quartile).Yield to maturity (debt): 6.90% (upper mid).Alpha: 0.75 (top quartile).Sharpe: 0.09 (bottom quartile).
Point 10Modified duration: 0.49 yrs (lower mid).Modified duration: 0.47 yrs (upper mid).Modified duration: 4.53 yrs (bottom quartile).Sharpe: 0.38 (bottom quartile).Information ratio: 0.19 (top quartile).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹20,795 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.94% (top quartile).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 3.76 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.60% (lower mid).
  • Modified duration: 0.49 yrs (lower mid).

Aditya Birla Sun Life Money Manager Fund

  • Highest AUM (₹29,515 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.89% (upper mid).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.35 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.17% (bottom quartile).
  • Modified duration: 0.47 yrs (upper mid).

Aditya Birla Sun Life Corporate Bond Fund

  • Upper mid AUM (₹28,598 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.73% (lower mid).
  • 1M return: -0.39% (lower mid).
  • Sharpe: 1.54 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.90% (upper mid).
  • Modified duration: 4.53 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,524 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.79% (upper mid).
  • 3Y return: 8.95% (upper mid).
  • 1Y return: 6.70% (bottom quartile).
  • 1M return: -0.45% (bottom quartile).
  • Alpha: 0.75 (top quartile).
  • Sharpe: 0.38 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Bottom quartile AUM (₹3,497 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.69% (top quartile).
  • 3Y return: 14.98% (top quartile).
  • 1Y return: 3.34% (bottom quartile).
  • Alpha: -8.11 (bottom quartile).
  • Sharpe: 0.09 (bottom quartile).
  • Information ratio: 0.19 (top quartile).

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 ₹137.689
↓ -0.46 		₹2,950 500 -0.716.8-5.227.130.427.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹79.4623
↑ 0.63 		₹4,223 500 11.38.417.720.311.227.1
Franklin India Smaller Companies Fund Growth ₹165.63
↓ -0.12 		₹13,825 500 -3.115.6-10.222.62823.2
Franklin India Savings Fund Growth ₹50.7896
↑ 0.00 		₹4,080 500 1.64.17.97.45.97.7
Franklin India Banking And PSU Debt Fund Growth ₹22.6405
↑ 0.01 		₹539 500 0.74.37.97.167.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryFranklin Build India FundFranklin India Feeder - Franklin U S Opportunities FundFranklin India Smaller Companies FundFranklin India Savings FundFranklin India Banking And PSU Debt Fund
Point 1Bottom quartile AUM (₹2,950 Cr).Upper mid AUM (₹4,223 Cr).Highest AUM (₹13,825 Cr).Lower mid AUM (₹4,080 Cr).Bottom quartile AUM (₹539 Cr).
Point 2Established history (15+ yrs).Established history (13+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).Established history (11+ 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 Low.Risk profile: Moderate.
Point 55Y return: 30.36% (top quartile).5Y return: 11.21% (lower mid).5Y return: 28.04% (upper mid).1Y return: 7.94% (upper mid).1Y return: 7.86% (lower mid).
Point 63Y return: 27.14% (top quartile).3Y return: 20.26% (lower mid).3Y return: 22.63% (upper mid).1M return: 0.45% (upper mid).1M return: 0.00% (lower mid).
Point 71Y return: -5.24% (bottom quartile).1Y return: 17.67% (top quartile).1Y return: -10.16% (bottom quartile).Sharpe: 3.04 (top quartile).Sharpe: 1.70 (upper mid).
Point 8Alpha: 0.00 (top quartile).Alpha: -7.41 (bottom quartile).Alpha: -5.51 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).
Point 9Sharpe: -0.51 (bottom quartile).Sharpe: 0.67 (lower mid).Sharpe: -0.59 (bottom quartile).Yield to maturity (debt): 6.08% (upper mid).Yield to maturity (debt): 6.77% (top quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -1.67 (bottom quartile).Information ratio: -0.06 (bottom quartile).Modified duration: 0.49 yrs (bottom quartile).Modified duration: 2.53 yrs (bottom quartile).

Franklin Build India Fund

  • Bottom quartile AUM (₹2,950 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 30.36% (top quartile).
  • 3Y return: 27.14% (top quartile).
  • 1Y return: -5.24% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

  • Upper mid AUM (₹4,223 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.21% (lower mid).
  • 3Y return: 20.26% (lower mid).
  • 1Y return: 17.67% (top quartile).
  • Alpha: -7.41 (bottom quartile).
  • Sharpe: 0.67 (lower mid).
  • Information ratio: -1.67 (bottom quartile).

Franklin India Smaller Companies Fund

  • Highest AUM (₹13,825 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.04% (upper mid).
  • 3Y return: 22.63% (upper mid).
  • 1Y return: -10.16% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).

Franklin India Savings Fund

  • Lower mid AUM (₹4,080 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.94% (upper mid).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 3.04 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.08% (upper mid).
  • Modified duration: 0.49 yrs (bottom quartile).

Franklin India Banking And PSU Debt Fund

  • Bottom quartile AUM (₹539 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.86% (lower mid).
  • 1M return: 0.00% (lower mid).
  • Sharpe: 1.70 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.77% (top quartile).
  • Modified duration: 2.53 yrs (bottom 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 ₹82.518
↓ -0.19 		₹53,293 500 -1.315.3-0.216.218.216.5
Kotak Equity Opportunities Fund Growth ₹332.194
↓ -0.87 		₹28,084 1,000 -0.215.2-2.718.321.224.2
Kotak Corporate Bond Fund Standard Growth ₹3,805.42
↓ -2.77 		₹17,811 1,000 0.54.48.27.56.28.3
Kotak Money Market Scheme Growth ₹4,546.11
↑ 0.44 		₹35,215 1,000 1.64.17.97.56.17.7
Kotak Banking and PSU Debt fund Growth ₹65.8476
↓ -0.05 		₹5,983 1,000 0.34.37.87.36.28
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Standard Multicap FundKotak Equity Opportunities FundKotak Corporate Bond Fund Standard Kotak Money Market SchemeKotak Banking and PSU Debt fund
Point 1Highest AUM (₹53,293 Cr).Lower mid AUM (₹28,084 Cr).Bottom quartile AUM (₹17,811 Cr).Upper mid AUM (₹35,215 Cr).Bottom quartile AUM (₹5,983 Cr).
Point 2Established history (15+ yrs).Established history (20+ yrs).Established history (17+ yrs).Established history (22+ yrs).Oldest track record among peers (26 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 Low.Risk profile: Low.Risk profile: Moderately Low.
Point 55Y return: 18.25% (upper mid).5Y return: 21.20% (top quartile).1Y return: 8.22% (top quartile).1Y return: 7.86% (upper mid).1Y return: 7.81% (lower mid).
Point 63Y return: 16.19% (upper mid).3Y return: 18.29% (top quartile).1M return: -0.12% (upper mid).1M return: 0.45% (top quartile).1M return: -0.18% (lower mid).
Point 71Y return: -0.16% (bottom quartile).1Y return: -2.71% (bottom quartile).Sharpe: 1.80 (upper mid).Sharpe: 3.07 (top quartile).Sharpe: 1.39 (lower mid).
Point 8Alpha: 2.01 (top quartile).Alpha: -0.14 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: -0.31 (bottom quartile).Sharpe: -0.40 (bottom quartile).Yield to maturity (debt): 6.83% (top quartile).Yield to maturity (debt): 6.14% (lower mid).Yield to maturity (debt): 6.82% (upper mid).
Point 10Information ratio: 0.24 (top quartile).Information ratio: 0.06 (upper mid).Modified duration: 3.26 yrs (bottom quartile).Modified duration: 0.53 yrs (lower mid).Modified duration: 3.43 yrs (bottom quartile).

Kotak Standard Multicap Fund

  • Highest AUM (₹53,293 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.25% (upper mid).
  • 3Y return: 16.19% (upper mid).
  • 1Y return: -0.16% (bottom quartile).
  • Alpha: 2.01 (top quartile).
  • Sharpe: -0.31 (bottom quartile).
  • Information ratio: 0.24 (top quartile).

Kotak Equity Opportunities Fund

  • Lower mid AUM (₹28,084 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.20% (top quartile).
  • 3Y return: 18.29% (top quartile).
  • 1Y return: -2.71% (bottom quartile).
  • Alpha: -0.14 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: 0.06 (upper mid).

Kotak Corporate Bond Fund Standard

  • Bottom quartile AUM (₹17,811 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.22% (top quartile).
  • 1M return: -0.12% (upper mid).
  • Sharpe: 1.80 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.83% (top quartile).
  • Modified duration: 3.26 yrs (bottom quartile).

Kotak Money Market Scheme

  • Upper mid AUM (₹35,215 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.86% (upper mid).
  • 1M return: 0.45% (top quartile).
  • Sharpe: 3.07 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.14% (lower mid).
  • Modified duration: 0.53 yrs (lower mid).

Kotak Banking and PSU Debt fund

  • Bottom quartile AUM (₹5,983 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.81% (lower mid).
  • 1M return: -0.18% (lower mid).
  • Sharpe: 1.39 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.82% (upper mid).
  • Modified duration: 3.43 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 Retirement Savings Fund-Moderate Growth ₹62.8148
↓ -0.22 		₹2,150 150 -1.111.7-2.113.914.519.5
Tata Retirement Savings Fund - Progressive Growth ₹63.446
↓ -0.24 		₹2,085 150 -1.713.1-4.714.815.421.7
Tata India Tax Savings Fund Growth ₹42.8712
↓ -0.14 		₹4,595 500 -1.811.9-514.818.519.5
Tata Equity PE Fund Growth ₹333.563
↓ -0.73 		₹8,608 150 -210.6-10.518.120.121.7
Tata Treasury Advantage Fund Growth ₹3,972.39
↓ -0.36 		₹3,285 500 1.43.97.675.87.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Retirement Savings Fund-ModerateTata Retirement Savings Fund - ProgressiveTata India Tax Savings FundTata Equity PE FundTata Treasury Advantage Fund
Point 1Bottom quartile AUM (₹2,150 Cr).Bottom quartile AUM (₹2,085 Cr).Upper mid AUM (₹4,595 Cr).Highest AUM (₹8,608 Cr).Lower mid AUM (₹3,285 Cr).
Point 2Established history (13+ yrs).Established history (13+ yrs).Established history (10+ yrs).Oldest track record among peers (21 yrs).Established history (19+ 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: 14.48% (bottom quartile).5Y return: 15.41% (lower mid).5Y return: 18.52% (upper mid).5Y return: 20.07% (top quartile).1Y return: 7.60% (top quartile).
Point 63Y return: 13.90% (bottom quartile).3Y return: 14.81% (upper mid).3Y return: 14.78% (lower mid).3Y return: 18.14% (top quartile).1M return: 0.33% (top quartile).
Point 71Y return: -2.09% (upper mid).1Y return: -4.68% (lower mid).1Y return: -5.05% (bottom quartile).1Y return: -10.54% (bottom quartile).Sharpe: 2.55 (top quartile).
Point 81M return: -2.02% (upper mid).1M return: -2.39% (lower mid).Alpha: 0.24 (top quartile).Alpha: -5.15 (bottom quartile).Information ratio: 0.00 (lower mid).
Point 9Alpha: 0.00 (lower mid).Alpha: 0.22 (upper mid).Sharpe: -0.42 (bottom quartile).Sharpe: -0.76 (bottom quartile).Yield to maturity (debt): 6.30% (top quartile).
Point 10Sharpe: -0.37 (upper mid).Sharpe: -0.41 (lower mid).Information ratio: -0.22 (bottom quartile).Information ratio: 1.12 (top quartile).Modified duration: 0.83 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

  • Bottom quartile AUM (₹2,150 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.48% (bottom quartile).
  • 3Y return: 13.90% (bottom quartile).
  • 1Y return: -2.09% (upper mid).
  • 1M return: -2.02% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.37 (upper mid).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,085 Cr).
  • Established history (13+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.41% (lower mid).
  • 3Y return: 14.81% (upper mid).
  • 1Y return: -4.68% (lower mid).
  • 1M return: -2.39% (lower mid).
  • Alpha: 0.22 (upper mid).
  • Sharpe: -0.41 (lower mid).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,595 Cr).
  • Established history (10+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.52% (upper mid).
  • 3Y return: 14.78% (lower mid).
  • 1Y return: -5.05% (bottom quartile).
  • Alpha: 0.24 (top quartile).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: -0.22 (bottom quartile).

Tata Equity PE Fund

  • Highest AUM (₹8,608 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.07% (top quartile).
  • 3Y return: 18.14% (top quartile).
  • 1Y return: -10.54% (bottom quartile).
  • Alpha: -5.15 (bottom quartile).
  • Sharpe: -0.76 (bottom quartile).
  • Information ratio: 1.12 (top quartile).

Tata Treasury Advantage Fund

  • Lower mid AUM (₹3,285 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.60% (top quartile).
  • 1M return: 0.33% (top quartile).
  • Sharpe: 2.55 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.30% (top quartile).
  • Modified duration: 0.83 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 ₹98.98
↓ -0.83 		₹8,007 100 422.36.224.52337.5
Invesco India Liquid Fund Growth ₹3,622.32
↑ 0.57 		₹14,240 500 1.53.3775.67.4
Invesco India Financial Services Fund Growth ₹131.83
↓ -0.68 		₹1,433 100 -1.515.24.519.92019.8
Invesco India Contra Fund Growth ₹132.34
↓ -0.63 		₹19,288 500 0.114.3-2.819.62130.1
Invesco India Treasury Advantage Fund Growth ₹3,826.71
↓ -0.11 		₹2,003 100 1.547.77.15.77.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Growth Opportunities FundInvesco India Liquid FundInvesco India Financial Services FundInvesco India Contra FundInvesco India Treasury Advantage Fund
Point 1Lower mid AUM (₹8,007 Cr).Upper mid AUM (₹14,240 Cr).Bottom quartile AUM (₹1,433 Cr).Highest AUM (₹19,288 Cr).Bottom quartile AUM (₹2,003 Cr).
Point 2Oldest track record among peers (18 yrs).Established history (18+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (18+ 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: Low.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 23.04% (top quartile).1Y return: 6.95% (upper mid).5Y return: 20.03% (lower mid).5Y return: 20.98% (upper mid).1Y return: 7.69% (top quartile).
Point 63Y return: 24.55% (top quartile).1M return: 0.47% (top quartile).3Y return: 19.86% (upper mid).3Y return: 19.59% (lower mid).1M return: 0.40% (upper mid).
Point 71Y return: 6.20% (lower mid).Sharpe: 3.63 (top quartile).1Y return: 4.47% (bottom quartile).1Y return: -2.79% (bottom quartile).Sharpe: 2.62 (upper mid).
Point 8Alpha: 12.86 (top quartile).Information ratio: 0.00 (bottom quartile).Alpha: -4.65 (bottom quartile).Alpha: 3.76 (upper mid).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: 0.28 (bottom quartile).Yield to maturity (debt): 5.78% (upper mid).Sharpe: 0.30 (lower mid).Sharpe: -0.22 (bottom quartile).Yield to maturity (debt): 6.38% (top quartile).
Point 10Information ratio: 1.21 (upper mid).Modified duration: 0.11 yrs (bottom quartile).Information ratio: 0.81 (lower mid).Information ratio: 1.25 (top quartile).Modified duration: 0.85 yrs (bottom quartile).

Invesco India Growth Opportunities Fund

  • Lower mid AUM (₹8,007 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.04% (top quartile).
  • 3Y return: 24.55% (top quartile).
  • 1Y return: 6.20% (lower mid).
  • Alpha: 12.86 (top quartile).
  • Sharpe: 0.28 (bottom quartile).
  • Information ratio: 1.21 (upper mid).

Invesco India Liquid Fund

  • Upper mid AUM (₹14,240 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.95% (upper mid).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.63 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.78% (upper mid).
  • Modified duration: 0.11 yrs (bottom quartile).

Invesco India Financial Services Fund

  • Bottom quartile AUM (₹1,433 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.03% (lower mid).
  • 3Y return: 19.86% (upper mid).
  • 1Y return: 4.47% (bottom quartile).
  • Alpha: -4.65 (bottom quartile).
  • Sharpe: 0.30 (lower mid).
  • Information ratio: 0.81 (lower mid).

Invesco India Contra Fund

  • Highest AUM (₹19,288 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.98% (upper mid).
  • 3Y return: 19.59% (lower mid).
  • 1Y return: -2.79% (bottom quartile).
  • Alpha: 3.76 (upper mid).
  • Sharpe: -0.22 (bottom quartile).
  • Information ratio: 1.25 (top quartile).

Invesco India Treasury Advantage Fund

  • Bottom quartile AUM (₹2,003 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.69% (top quartile).
  • 1M return: 0.40% (upper mid).
  • Sharpe: 2.62 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.38% (top quartile).
  • Modified duration: 0.85 yrs (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 ₹98.6348
↓ -0.15 		₹1,576 100 3.214.6-0.816.618.720.1
Sundaram Mid Cap Fund Growth ₹1,359.76
↓ -3.59 		₹12,596 100 0.919.3-0.922.825.232
Sundaram Diversified Equity Fund Growth ₹218.752
↓ -0.41 		₹1,489 250 113.6-0.913.21812
Sundaram Corporate Bond Fund Growth ₹40.4879
↓ -0.03 		₹798 250 0.54.58.17.268
Sundaram Large and Mid Cap Fund Growth ₹83.2429
↓ -0.41 		₹6,789 100 0.415-3.615.119.221.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

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 (₹1,576 Cr).Highest AUM (₹12,596 Cr).Bottom quartile AUM (₹1,489 Cr).Bottom quartile AUM (₹798 Cr).Upper mid AUM (₹6,789 Cr).
Point 2Established history (19+ yrs).Established history (23+ yrs).Oldest track record among peers (25 yrs).Established history (20+ 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: 18.66% (lower mid).5Y return: 25.20% (top quartile).5Y return: 18.00% (bottom quartile).1Y return: 8.05% (top quartile).5Y return: 19.19% (upper mid).
Point 63Y return: 16.63% (upper mid).3Y return: 22.85% (top quartile).3Y return: 13.24% (bottom quartile).1M return: -0.10% (upper mid).3Y return: 15.14% (lower mid).
Point 71Y return: -0.75% (upper mid).1Y return: -0.94% (bottom quartile).1Y return: -0.93% (lower mid).Sharpe: 1.55 (top quartile).1Y return: -3.58% (bottom quartile).
Point 8Alpha: -0.72 (bottom quartile).Alpha: 3.17 (top quartile).Alpha: 1.18 (upper mid).Information ratio: 0.00 (lower mid).Alpha: 0.25 (lower mid).
Point 9Sharpe: -0.27 (lower mid).Sharpe: -0.17 (upper mid).Sharpe: -0.35 (bottom quartile).Yield to maturity (debt): 6.65% (top quartile).Sharpe: -0.37 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.76 (bottom quartile).Modified duration: 3.10 yrs (bottom quartile).Information ratio: -0.86 (bottom quartile).

Sundaram Rural and Consumption Fund

  • Lower mid AUM (₹1,576 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.66% (lower mid).
  • 3Y return: 16.63% (upper mid).
  • 1Y return: -0.75% (upper mid).
  • Alpha: -0.72 (bottom quartile).
  • Sharpe: -0.27 (lower mid).
  • Information ratio: 0.00 (top quartile).

Sundaram Mid Cap Fund

  • Highest AUM (₹12,596 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.20% (top quartile).
  • 3Y return: 22.85% (top quartile).
  • 1Y return: -0.94% (bottom quartile).
  • Alpha: 3.17 (top quartile).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (upper mid).

Sundaram Diversified Equity Fund

  • Bottom quartile AUM (₹1,489 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.00% (bottom quartile).
  • 3Y return: 13.24% (bottom quartile).
  • 1Y return: -0.93% (lower mid).
  • Alpha: 1.18 (upper mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: -0.76 (bottom quartile).

Sundaram Corporate Bond Fund

  • Bottom quartile AUM (₹798 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.05% (top quartile).
  • 1M return: -0.10% (upper mid).
  • Sharpe: 1.55 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.65% (top quartile).
  • Modified duration: 3.10 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

  • Upper mid AUM (₹6,789 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.19% (upper mid).
  • 3Y return: 15.14% (lower mid).
  • 1Y return: -3.58% (bottom quartile).
  • Alpha: 0.25 (lower mid).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: -0.86 (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 ₹22.1725
↓ -0.01 		₹810 500 1.14.68.27.17.17.6
UTI Short Term Income Fund Growth ₹32.0124
↓ -0.03 		₹3,296 500 0.84.387.37.17.9
UTI Treasury Advantage Fund Growth ₹3,589.29
↓ -0.38 		₹3,211 500 1.64.287.47.17.7
UTI Money Market Fund Growth ₹3,122.42
↑ 0.30 		₹20,554 500 1.74.187.66.17.7
UTI Ultra Short Term Fund Growth ₹4,281.77
↑ 0.31 		₹4,337 500 1.53.67.16.86.17.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryUTI Banking & PSU Debt FundUTI Short Term Income FundUTI Treasury Advantage FundUTI Money Market FundUTI Ultra Short Term Fund
Point 1Bottom quartile AUM (₹810 Cr).Lower mid AUM (₹3,296 Cr).Bottom quartile AUM (₹3,211 Cr).Highest AUM (₹20,554 Cr).Upper mid AUM (₹4,337 Cr).
Point 2Established history (11+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (16+ 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: Moderate.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderately Low.
Point 51Y return: 8.17% (top quartile).1Y return: 8.04% (upper mid).1Y return: 8.02% (lower mid).1Y return: 7.96% (bottom quartile).1Y return: 7.15% (bottom quartile).
Point 61M return: 0.22% (bottom quartile).1M return: 0.06% (bottom quartile).1M return: 0.41% (lower mid).1M return: 0.47% (top quartile).1M return: 0.43% (upper mid).
Point 7Sharpe: 1.86 (bottom quartile).Sharpe: 1.77 (bottom quartile).Sharpe: 2.95 (upper mid).Sharpe: 3.26 (top quartile).Sharpe: 2.14 (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): 6.47% (lower mid).Yield to maturity (debt): 6.75% (top quartile).Yield to maturity (debt): 6.55% (upper mid).Yield to maturity (debt): 6.16% (bottom quartile).Yield to maturity (debt): 6.42% (bottom quartile).
Point 10Modified duration: 1.78 yrs (bottom quartile).Modified duration: 2.58 yrs (bottom quartile).Modified duration: 0.87 yrs (lower mid).Modified duration: 0.56 yrs (upper mid).Modified duration: 0.47 yrs (top quartile).

UTI Banking & PSU Debt Fund

  • Bottom quartile AUM (₹810 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 8.17% (top quartile).
  • 1M return: 0.22% (bottom quartile).
  • Sharpe: 1.86 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.47% (lower mid).
  • Modified duration: 1.78 yrs (bottom quartile).

UTI Short Term Income Fund

  • Lower mid AUM (₹3,296 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.04% (upper mid).
  • 1M return: 0.06% (bottom quartile).
  • Sharpe: 1.77 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.75% (top quartile).
  • Modified duration: 2.58 yrs (bottom quartile).

UTI Treasury Advantage Fund

  • Bottom quartile AUM (₹3,211 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.02% (lower mid).
  • 1M return: 0.41% (lower mid).
  • Sharpe: 2.95 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.55% (upper mid).
  • Modified duration: 0.87 yrs (lower mid).

UTI Money Market Fund

  • Highest AUM (₹20,554 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.96% (bottom quartile).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.26 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.16% (bottom quartile).
  • Modified duration: 0.56 yrs (upper mid).

UTI Ultra Short Term Fund

  • Upper mid AUM (₹4,337 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.15% (bottom quartile).
  • 1M return: 0.43% (upper mid).
  • Sharpe: 2.14 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.42% (bottom quartile).
  • Modified duration: 0.47 yrs (top quartile).

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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