भारतातील शीर्ष 15 म्युच्युअल फंड घरे

Updated on August 8, 2025 , 42787 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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Debt Hybrid Fund Growth	₹72.3992 ↓ -0.20	₹9,748	500	2.1	4.3	5.6	10	11.2	11
SBI Small Cap Fund Growth	₹167.662 ↓ -0.92	₹35,696	500	5.7	2.4	-5.4	15.6	25.8	24.1
SBI Credit Risk Fund Growth	₹46.059 ↓ 0.00	₹2,236	500	2.1	4.6	8.6	8.1	7	8.1
SBI Equity Hybrid Fund Growth	₹295.673 ↓ -3.05	₹78,708	500	2.8	7.1	8.6	13.1	16.1	14.2
SBI Magnum Constant Maturity Fund Growth	₹63.9259 ↓ -0.10	₹1,900	500	0.4	4.4	8.4	8.2	5.6	9.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Credit Risk Fund	SBI Equity Hybrid Fund	SBI Magnum Constant Maturity Fund
Point 1	Lower mid AUM (₹9,748 Cr).	Upper mid AUM (₹35,696 Cr).	Bottom quartile AUM (₹2,236 Cr).	Highest AUM (₹78,708 Cr).	Bottom quartile AUM (₹1,900 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (15+ yrs).	Established history (21+ yrs).	Established history (20+ yrs).	Established history (24+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 11.18% (lower mid).	5Y return: 25.80% (top quartile).	1Y return: 8.61% (top quartile).	5Y return: 16.13% (upper mid).	1Y return: 8.41% (lower mid).
Point 6	3Y return: 10.00% (lower mid).	3Y return: 15.55% (top quartile).	1M return: 0.41% (top quartile).	3Y return: 13.07% (upper mid).	1M return: -0.43% (upper mid).
Point 7	1Y return: 5.63% (bottom quartile).	1Y return: -5.37% (bottom quartile).	Sharpe: 2.34 (top quartile).	1Y return: 8.60% (upper mid).	Sharpe: 1.25 (upper mid).
Point 8	1M return: -0.87% (lower mid).	Alpha: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	1M return: -3.87% (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Alpha: 0.00 (upper mid).	Sharpe: -0.24 (bottom quartile).	Yield to maturity (debt): 7.71% (top quartile).	Alpha: 5.08 (top quartile).	Yield to maturity (debt): 6.58% (bottom quartile).
Point 10	Sharpe: 0.16 (bottom quartile).	Information ratio: 0.00 (lower mid).	Modified duration: 2.09 yrs (upper mid).	Sharpe: 0.56 (lower mid).	Modified duration: 6.79 yrs (bottom quartile).

SBI Debt Hybrid Fund

Lower mid AUM (₹9,748 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 11.18% (lower mid).
3Y return: 10.00% (lower mid).
1Y return: 5.63% (bottom quartile).
1M return: -0.87% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.16 (bottom quartile).

SBI Small Cap Fund

Upper mid AUM (₹35,696 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.80% (top quartile).
3Y return: 15.55% (top quartile).
1Y return: -5.37% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.24 (bottom quartile).
Information ratio: 0.00 (lower mid).

SBI Credit Risk Fund

Bottom quartile AUM (₹2,236 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 8.61% (top quartile).
1M return: 0.41% (top quartile).
Sharpe: 2.34 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.71% (top quartile).
Modified duration: 2.09 yrs (upper mid).

SBI Equity Hybrid Fund

Highest AUM (₹78,708 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.13% (upper mid).
3Y return: 13.07% (upper mid).
1Y return: 8.60% (upper mid).
1M return: -3.87% (bottom quartile).
Alpha: 5.08 (top quartile).
Sharpe: 0.56 (lower mid).

SBI Magnum Constant Maturity Fund

Bottom quartile AUM (₹1,900 Cr).
Established history (24+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.41% (lower mid).
1M return: -0.43% (upper mid).
Sharpe: 1.25 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.58% (bottom quartile).
Modified duration: 6.79 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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Corporate Bond Fund Growth	₹32.8518 ↓ 0.00	₹35,686	300	1.7	4.6	8.7	8	6.3	8.6
HDFC Banking and PSU Debt Fund Growth	₹23.228 ↓ 0.00	₹6,094	300	1.8	4.6	8.5	7.5	6.1	7.9
HDFC Credit Risk Debt Fund Growth	₹24.2632 ↓ 0.00	₹7,086	300	2	4.4	8.4	7.5	7.1	8.2
HDFC Hybrid Debt Fund Growth	₹81.7291 ↓ -0.17	₹3,401	300	0.4	3.4	4.6	10.5	11.3	10.5
HDFC Equity Savings Fund Growth	₹65.352 ↓ -0.12	₹5,663	300	1.6	3.3	3.6	10.2	12.4	10.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Corporate Bond Fund	HDFC Banking and PSU Debt Fund	HDFC Credit Risk Debt Fund	HDFC Hybrid Debt Fund	HDFC Equity Savings Fund
Point 1	Highest AUM (₹35,686 Cr).	Lower mid AUM (₹6,094 Cr).	Upper mid AUM (₹7,086 Cr).	Bottom quartile AUM (₹3,401 Cr).	Bottom quartile AUM (₹5,663 Cr).
Point 2	Established history (15+ yrs).	Established history (11+ yrs).	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	1Y return: 8.73% (top quartile).	1Y return: 8.51% (upper mid).	1Y return: 8.45% (lower mid).	5Y return: 11.32% (upper mid).	5Y return: 12.38% (top quartile).
Point 6	1M return: 0.30% (upper mid).	1M return: 0.28% (lower mid).	1M return: 0.38% (top quartile).	3Y return: 10.54% (top quartile).	3Y return: 10.18% (upper mid).
Point 7	Sharpe: 1.57 (upper mid).	Sharpe: 1.45 (lower mid).	Sharpe: 1.94 (top quartile).	1Y return: 4.62% (bottom quartile).	1Y return: 3.58% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: -1.03% (bottom quartile).	1M return: -1.17% (bottom quartile).
Point 9	Yield to maturity (debt): 6.94% (lower mid).	Yield to maturity (debt): 6.82% (bottom quartile).	Yield to maturity (debt): 7.92% (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 4.29 yrs (bottom quartile).	Modified duration: 3.73 yrs (lower mid).	Modified duration: 2.48 yrs (top quartile).	Sharpe: 0.08 (bottom quartile).	Sharpe: -0.03 (bottom quartile).

HDFC Corporate Bond Fund

Highest AUM (₹35,686 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 8.73% (top quartile).
1M return: 0.30% (upper mid).
Sharpe: 1.57 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.94% (lower mid).
Modified duration: 4.29 yrs (bottom quartile).

HDFC Banking and PSU Debt Fund

Lower mid AUM (₹6,094 Cr).
Established history (11+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 8.51% (upper mid).
1M return: 0.28% (lower mid).
Sharpe: 1.45 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.82% (bottom quartile).
Modified duration: 3.73 yrs (lower mid).

HDFC Credit Risk Debt Fund

Upper mid AUM (₹7,086 Cr).
Established history (11+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 8.45% (lower mid).
1M return: 0.38% (top quartile).
Sharpe: 1.94 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.92% (top quartile).
Modified duration: 2.48 yrs (top quartile).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,401 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.32% (upper mid).
3Y return: 10.54% (top quartile).
1Y return: 4.62% (bottom quartile).
1M return: -1.03% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.08 (bottom quartile).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,663 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.38% (top quartile).
3Y return: 10.18% (upper mid).
1Y return: 3.58% (bottom quartile).
1M return: -1.17% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.03 (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

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Banking and Financial Services Fund Growth	₹132.18 ↓ -0.80	₹10,088	100	2.8	10	11.4	16.2	21.6	11.6
ICICI Prudential Long Term Plan Growth	₹37.2035 ↓ -0.02	₹14,952	100	1.3	4.5	8.5	8.1	6.6	8.2
ICICI Prudential MIP 25 Growth	₹75.7035 ↓ -0.11	₹3,220	100	2.5	4.6	7.2	10.2	10.1	11.4
ICICI Prudential Nifty Next 50 Index Fund Growth	₹57.5819 ↓ -0.72	₹7,799	100	4.6	3.3	-8.9	16	19.2	27.2
ICICI Prudential US Bluechip Equity Fund Growth	₹65.6 ↑ 0.14	₹3,113	100	13.9	4.3	12.3	13	14.1	10.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential Long Term Plan	ICICI Prudential MIP 25	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential US Bluechip Equity Fund
Point 1	Upper mid AUM (₹10,088 Cr).	Highest AUM (₹14,952 Cr).	Bottom quartile AUM (₹3,220 Cr).	Lower mid AUM (₹7,799 Cr).	Bottom quartile AUM (₹3,113 Cr).
Point 2	Established history (16+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (13+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 21.65% (top quartile).	1Y return: 8.48% (lower mid).	5Y return: 10.05% (bottom quartile).	5Y return: 19.16% (upper mid).	5Y return: 14.11% (lower mid).
Point 6	3Y return: 16.23% (top quartile).	1M return: 0.16% (upper mid).	3Y return: 10.22% (bottom quartile).	3Y return: 15.95% (upper mid).	3Y return: 13.03% (lower mid).
Point 7	1Y return: 11.38% (upper mid).	Sharpe: 1.66 (top quartile).	1Y return: 7.16% (bottom quartile).	1Y return: -8.88% (bottom quartile).	1Y return: 12.33% (top quartile).
Point 8	Alpha: -0.92 (lower mid).	Information ratio: 0.00 (upper mid).	1M return: -0.23% (lower mid).	1M return: -4.47% (bottom quartile).	Alpha: -6.41 (bottom quartile).
Point 9	Sharpe: 0.72 (upper mid).	Yield to maturity (debt): 7.31% (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -1.05 (bottom quartile).	Sharpe: 0.22 (bottom quartile).
Point 10	Information ratio: 0.11 (top quartile).	Modified duration: 2.97 yrs (bottom quartile).	Sharpe: 0.63 (lower mid).	Sharpe: -0.39 (bottom quartile).	Information ratio: -0.91 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹10,088 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 21.65% (top quartile).
3Y return: 16.23% (top quartile).
1Y return: 11.38% (upper mid).
Alpha: -0.92 (lower mid).
Sharpe: 0.72 (upper mid).
Information ratio: 0.11 (top quartile).

ICICI Prudential Long Term Plan

Highest AUM (₹14,952 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderate.
1Y return: 8.48% (lower mid).
1M return: 0.16% (upper mid).
Sharpe: 1.66 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.31% (top quartile).
Modified duration: 2.97 yrs (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,220 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.05% (bottom quartile).
3Y return: 10.22% (bottom quartile).
1Y return: 7.16% (bottom quartile).
1M return: -0.23% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.63 (lower mid).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹7,799 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.16% (upper mid).
3Y return: 15.95% (upper mid).
1Y return: -8.88% (bottom quartile).
1M return: -4.47% (bottom quartile).
Alpha: -1.05 (bottom quartile).
Sharpe: -0.39 (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,113 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 14.11% (lower mid).
3Y return: 13.03% (lower mid).
1Y return: 12.33% (top quartile).
Alpha: -6.41 (bottom quartile).
Sharpe: 0.22 (bottom quartile).
Information ratio: -0.91 (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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹59.47 ↓ -0.35	₹3,625	1,000	2.2	10.7	9.9	16.3	21.5	8.7
Aditya Birla Sun Life Corporate Bond Fund Growth	₹113.869 ↓ -0.02	₹28,675	100	1.5	4.5	8.6	7.9	6.5	8.5
Aditya Birla Sun Life Savings Fund Growth	₹553.023 ↑ 0.11	₹20,228	1,000	2	4.1	8.1	7.4	6.1	7.9
Aditya Birla Sun Life Regular Savings Fund Growth	₹66.8618 ↓ -0.15	₹1,450	500	2.2	5.2	8	9	11.1	10.5
Aditya Birla Sun Life Money Manager Fund Growth	₹373.468 ↑ 0.05	₹29,909	1,000	1.9	4.2	8	7.5	6.1	7.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Money Manager Fund
Point 1	Bottom quartile AUM (₹3,625 Cr).	Upper mid AUM (₹28,675 Cr).	Lower mid AUM (₹20,228 Cr).	Bottom quartile AUM (₹1,450 Cr).	Highest AUM (₹29,909 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (28 yrs).	Established history (22+ yrs).	Established history (21+ yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: Low.
Point 5	5Y return: 21.47% (top quartile).	1Y return: 8.65% (upper mid).	1Y return: 8.07% (lower mid).	5Y return: 11.07% (upper mid).	1Y return: 7.98% (bottom quartile).
Point 6	3Y return: 16.33% (top quartile).	1M return: 0.26% (lower mid).	1M return: 0.50% (top quartile).	3Y return: 9.03% (upper mid).	1M return: 0.48% (upper mid).
Point 7	1Y return: 9.93% (top quartile).	Sharpe: 1.66 (lower mid).	Sharpe: 3.55 (top quartile).	1Y return: 7.99% (bottom quartile).	Sharpe: 3.32 (upper mid).
Point 8	Alpha: -6.15 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	1M return: -0.51% (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.38 (bottom quartile).	Yield to maturity (debt): 6.94% (upper mid).	Yield to maturity (debt): 6.72% (lower mid).	Alpha: 0.78 (top quartile).	Yield to maturity (debt): 6.67% (bottom quartile).
Point 10	Information ratio: 0.35 (top quartile).	Modified duration: 4.49 yrs (bottom quartile).	Modified duration: 0.49 yrs (upper mid).	Sharpe: 0.71 (bottom quartile).	Modified duration: 0.57 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,625 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: High.
5Y return: 21.47% (top quartile).
3Y return: 16.33% (top quartile).
1Y return: 9.93% (top quartile).
Alpha: -6.15 (bottom quartile).
Sharpe: 0.38 (bottom quartile).
Information ratio: 0.35 (top quartile).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹28,675 Cr).
Oldest track record among peers (28 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 8.65% (upper mid).
1M return: 0.26% (lower mid).
Sharpe: 1.66 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.94% (upper mid).
Modified duration: 4.49 yrs (bottom quartile).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹20,228 Cr).
Established history (22+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.07% (lower mid).
1M return: 0.50% (top quartile).
Sharpe: 3.55 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.72% (lower mid).
Modified duration: 0.49 yrs (upper mid).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,450 Cr).
Established history (21+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.07% (upper mid).
3Y return: 9.03% (upper mid).
1Y return: 7.99% (bottom quartile).
1M return: -0.51% (bottom quartile).
Alpha: 0.78 (top quartile).
Sharpe: 0.71 (bottom quartile).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹29,909 Cr).
Established history (19+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Low.
1Y return: 7.98% (bottom quartile).
1M return: 0.48% (upper mid).
Sharpe: 3.32 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.67% (bottom quartile).
Modified duration: 0.57 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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin Build India Fund Growth	₹138.945 ↓ -1.09	₹2,968	500	6.1	8.1	-1	28.8	32.8	27.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹78.6056 ↑ 0.21	₹4,073	500	16.3	1.8	25.5	17.9	11.5	27.1
Franklin India Smaller Companies Fund Growth	₹165.7 ↓ -1.73	₹13,995	500	4.8	0.9	-7.1	23.1	31.3	23.2
Franklin India Banking And PSU Debt Fund Growth	₹22.6574 ↓ 0.00	₹543	500	2.1	4.6	8.4	7.3	5.8	7.7
Franklin India Savings Fund Growth	₹50.6384 ↑ 0.01	₹3,441	500	1.9	4.2	8	7.4	5.9	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Banking And PSU Debt Fund	Franklin India Savings Fund
Point 1	Bottom quartile AUM (₹2,968 Cr).	Upper mid AUM (₹4,073 Cr).	Highest AUM (₹13,995 Cr).	Bottom quartile AUM (₹543 Cr).	Lower mid AUM (₹3,441 Cr).
Point 2	Established history (15+ yrs).	Established history (13+ yrs).	Established history (19+ yrs).	Established history (11+ yrs).	Oldest track record among peers (23 yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately Low.
Point 5	5Y return: 32.79% (top quartile).	5Y return: 11.45% (lower mid).	5Y return: 31.31% (upper mid).	1Y return: 8.39% (upper mid).	1Y return: 8.03% (lower mid).
Point 6	3Y return: 28.76% (top quartile).	3Y return: 17.95% (lower mid).	3Y return: 23.08% (upper mid).	1M return: 0.48% (upper mid).	1M return: 0.47% (lower mid).
Point 7	1Y return: -1.01% (bottom quartile).	1Y return: 25.53% (top quartile).	1Y return: -7.14% (bottom quartile).	Sharpe: 1.87 (upper mid).	Sharpe: 3.09 (top quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -6.53 (bottom quartile).	Alpha: -7.46 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: -0.29 (bottom quartile).	Sharpe: 0.38 (lower mid).	Sharpe: -0.33 (bottom quartile).	Yield to maturity (debt): 6.67% (top quartile).	Yield to maturity (debt): 6.46% (upper mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -1.50 (bottom quartile).	Information ratio: -0.13 (bottom quartile).	Modified duration: 3.27 yrs (bottom quartile).	Modified duration: 0.69 yrs (bottom quartile).

Franklin Build India Fund

Bottom quartile AUM (₹2,968 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: High.
5Y return: 32.79% (top quartile).
3Y return: 28.76% (top quartile).
1Y return: -1.01% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: 0.00 (top quartile).

Franklin India Feeder - Franklin U S Opportunities Fund

Upper mid AUM (₹4,073 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 11.45% (lower mid).
3Y return: 17.95% (lower mid).
1Y return: 25.53% (top quartile).
Alpha: -6.53 (bottom quartile).
Sharpe: 0.38 (lower mid).
Information ratio: -1.50 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,995 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 31.31% (upper mid).
3Y return: 23.08% (upper mid).
1Y return: -7.14% (bottom quartile).
Alpha: -7.46 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: -0.13 (bottom quartile).

Franklin India Banking And PSU Debt Fund

Bottom quartile AUM (₹543 Cr).
Established history (11+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.39% (upper mid).
1M return: 0.48% (upper mid).
Sharpe: 1.87 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.67% (top quartile).
Modified duration: 3.27 yrs (bottom quartile).

Franklin India Savings Fund

Lower mid AUM (₹3,441 Cr).
Oldest track record among peers (23 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.03% (lower mid).
1M return: 0.47% (lower mid).
Sharpe: 3.09 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.46% (upper mid).
Modified duration: 0.69 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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Kotak Standard Multicap Fund Growth	₹82.764 ↓ -0.89	₹54,841	500	4.4	7.7	2.3	16.3	19.2	16.5
Kotak Equity Opportunities Fund Growth	₹331.736 ↓ -2.88	₹28,294	1,000	5.4	5.9	-0.5	18.5	22.1	24.2
Kotak Corporate Bond Fund Standard Growth	₹3,812.49 ↑ 0.32	₹17,304	1,000	1.9	4.8	8.9	7.8	6.2	8.3
Kotak Banking and PSU Debt fund Growth	₹65.9879 ↓ 0.00	₹6,183	1,000	1.7	4.6	8.6	7.6	6.1	8
Kotak Money Market Scheme Growth	₹4,532.46 ↑ 0.55	₹31,039	1,000	1.9	4.2	8	7.5	6	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Kotak Equity Opportunities Fund	Kotak Corporate Bond Fund Standard	Kotak Banking and PSU Debt fund	Kotak Money Market Scheme
Point 1	Highest AUM (₹54,841 Cr).	Lower mid AUM (₹28,294 Cr).	Bottom quartile AUM (₹17,304 Cr).	Bottom quartile AUM (₹6,183 Cr).	Upper mid AUM (₹31,039 Cr).
Point 2	Established history (15+ yrs).	Established history (20+ yrs).	Established history (17+ yrs).	Oldest track record among peers (26 yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Low.
Point 5	5Y return: 19.21% (upper mid).	5Y return: 22.14% (top quartile).	1Y return: 8.92% (top quartile).	1Y return: 8.55% (upper mid).	1Y return: 7.96% (lower mid).
Point 6	3Y return: 16.32% (upper mid).	3Y return: 18.53% (top quartile).	1M return: 0.31% (upper mid).	1M return: 0.23% (lower mid).	1M return: 0.46% (top quartile).
Point 7	1Y return: 2.26% (bottom quartile).	1Y return: -0.45% (bottom quartile).	Sharpe: 1.98 (upper mid).	Sharpe: 1.55 (lower mid).	Sharpe: 3.16 (top quartile).
Point 8	Alpha: 1.33 (top quartile).	Alpha: -2.51 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.10 (bottom quartile).	Sharpe: -0.11 (bottom quartile).	Yield to maturity (debt): 6.84% (top quartile).	Yield to maturity (debt): 6.82% (upper mid).	Yield to maturity (debt): 6.29% (lower mid).
Point 10	Information ratio: 0.21 (top quartile).	Information ratio: -0.11 (bottom quartile).	Modified duration: 2.90 yrs (bottom quartile).	Modified duration: 3.03 yrs (bottom quartile).	Modified duration: 0.60 yrs (lower mid).

Kotak Standard Multicap Fund

Highest AUM (₹54,841 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.21% (upper mid).
3Y return: 16.32% (upper mid).
1Y return: 2.26% (bottom quartile).
Alpha: 1.33 (top quartile).
Sharpe: 0.10 (bottom quartile).
Information ratio: 0.21 (top quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹28,294 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.14% (top quartile).
3Y return: 18.53% (top quartile).
1Y return: -0.45% (bottom quartile).
Alpha: -2.51 (bottom quartile).
Sharpe: -0.11 (bottom quartile).
Information ratio: -0.11 (bottom quartile).

Kotak Corporate Bond Fund Standard

Bottom quartile AUM (₹17,304 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.92% (top quartile).
1M return: 0.31% (upper mid).
Sharpe: 1.98 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.84% (top quartile).
Modified duration: 2.90 yrs (bottom quartile).

Kotak Banking and PSU Debt fund

Bottom quartile AUM (₹6,183 Cr).
Oldest track record among peers (26 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.55% (upper mid).
1M return: 0.23% (lower mid).
Sharpe: 1.55 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.82% (upper mid).
Modified duration: 3.03 yrs (bottom quartile).

Kotak Money Market Scheme

Upper mid AUM (₹31,039 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 7.96% (lower mid).
1M return: 0.46% (top quartile).
Sharpe: 3.16 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.29% (lower mid).
Modified duration: 0.60 yrs (lower mid).

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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Tata Retirement Savings Fund-Moderate Growth	₹63.1151 ↓ -0.48	₹2,230	150	3.6	4	1	14.4	15	19.5
Tata India Tax Savings Fund Growth	₹43.0591 ↓ -0.46	₹4,711	500	3.2	2.9	0.3	14.9	19.7	19.5
Tata Retirement Savings Fund - Progressive Growth	₹63.7563 ↓ -0.59	₹2,178	150	3.8	3.4	-1.3	15.4	16.1	21.7
Tata Equity PE Fund Growth	₹336.572 ↓ -2.27	₹8,840	150	3.1	2.2	-6.1	19.2	21	21.7
Tata Treasury Advantage Fund Growth	₹3,964.55 ↑ 0.15	₹3,164	500	1.8	4.1	7.8	7.1	5.8	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Retirement Savings Fund-Moderate	Tata India Tax Savings Fund	Tata Retirement Savings Fund - Progressive	Tata Equity PE Fund	Tata Treasury Advantage Fund
Point 1	Bottom quartile AUM (₹2,230 Cr).	Upper mid AUM (₹4,711 Cr).	Bottom quartile AUM (₹2,178 Cr).	Highest AUM (₹8,840 Cr).	Lower mid AUM (₹3,164 Cr).
Point 2	Established history (13+ yrs).	Established history (10+ yrs).	Established history (13+ yrs).	Oldest track record among peers (21 yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 15.04% (bottom quartile).	5Y return: 19.75% (upper mid).	5Y return: 16.10% (lower mid).	5Y return: 20.97% (top quartile).	1Y return: 7.80% (top quartile).
Point 6	3Y return: 14.45% (bottom quartile).	3Y return: 14.94% (lower mid).	3Y return: 15.36% (upper mid).	3Y return: 19.24% (top quartile).	1M return: 0.42% (top quartile).
Point 7	1Y return: 0.97% (upper mid).	1Y return: 0.34% (lower mid).	1Y return: -1.27% (bottom quartile).	1Y return: -6.07% (bottom quartile).	Sharpe: 2.59 (top quartile).
Point 8	1M return: -3.69% (upper mid).	Alpha: -0.42 (bottom quartile).	1M return: -4.72% (bottom quartile).	Alpha: -4.96 (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Alpha: 0.00 (upper mid).	Sharpe: -0.01 (bottom quartile).	Alpha: 1.79 (top quartile).	Sharpe: -0.29 (bottom quartile).	Yield to maturity (debt): 6.40% (top quartile).
Point 10	Sharpe: 0.18 (upper mid).	Information ratio: -0.31 (bottom quartile).	Sharpe: 0.12 (lower mid).	Information ratio: 0.76 (top quartile).	Modified duration: 0.89 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,230 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.04% (bottom quartile).
3Y return: 14.45% (bottom quartile).
1Y return: 0.97% (upper mid).
1M return: -3.69% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.18 (upper mid).

Tata India Tax Savings Fund

Upper mid AUM (₹4,711 Cr).
Established history (10+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.75% (upper mid).
3Y return: 14.94% (lower mid).
1Y return: 0.34% (lower mid).
Alpha: -0.42 (bottom quartile).
Sharpe: -0.01 (bottom quartile).
Information ratio: -0.31 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,178 Cr).
Established history (13+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.10% (lower mid).
3Y return: 15.36% (upper mid).
1Y return: -1.27% (bottom quartile).
1M return: -4.72% (bottom quartile).
Alpha: 1.79 (top quartile).
Sharpe: 0.12 (lower mid).

Tata Equity PE Fund

Highest AUM (₹8,840 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.97% (top quartile).
3Y return: 19.24% (top quartile).
1Y return: -6.07% (bottom quartile).
Alpha: -4.96 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: 0.76 (top quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,164 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.80% (top quartile).
1M return: 0.42% (top quartile).
Sharpe: 2.59 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.40% (top quartile).
Modified duration: 0.89 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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Growth Opportunities Fund Growth	₹99.2 ↓ -1.06	₹7,887	100	10.6	11.4	12.2	24.5	24	37.5
Invesco India Financial Services Fund Growth	₹135.22 ↓ -1.27	₹1,456	100	5.3	11.1	12.7	21.1	22.6	19.8
Invesco India Liquid Fund Growth	₹3,611.92 ↑ 0.54	₹12,320	500	1.5	3.3	7	7	5.6	7.4
Invesco India Contra Fund Growth	₹132.14 ↓ -1.70	₹19,257	500	4	3.6	2.1	19.6	22	30.1
Invesco India Treasury Advantage Fund Growth	₹3,817.24 ↑ 0.31	₹1,621	100	1.9	4.1	7.8	7.2	5.7	7.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Invesco India Financial Services Fund	Invesco India Liquid Fund	Invesco India Contra Fund	Invesco India Treasury Advantage Fund
Point 1	Lower mid AUM (₹7,887 Cr).	Bottom quartile AUM (₹1,456 Cr).	Upper mid AUM (₹12,320 Cr).	Highest AUM (₹19,257 Cr).	Bottom quartile AUM (₹1,621 Cr).
Point 2	Oldest track record among peers (18 yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Low.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 24.05% (top quartile).	5Y return: 22.57% (upper mid).	1Y return: 7.03% (bottom quartile).	5Y return: 21.95% (lower mid).	1Y return: 7.83% (lower mid).
Point 6	3Y return: 24.53% (top quartile).	3Y return: 21.10% (upper mid).	1M return: 0.46% (upper mid).	3Y return: 19.61% (lower mid).	1M return: 0.46% (top quartile).
Point 7	1Y return: 12.20% (upper mid).	1Y return: 12.75% (top quartile).	Sharpe: 3.96 (top quartile).	1Y return: 2.09% (bottom quartile).	Sharpe: 2.71 (upper mid).
Point 8	Alpha: 9.12 (top quartile).	Alpha: -0.65 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: 4.06 (upper mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.50 (bottom quartile).	Sharpe: 0.70 (lower mid).	Yield to maturity (debt): 6.19% (upper mid).	Sharpe: 0.22 (bottom quartile).	Yield to maturity (debt): 6.55% (top quartile).
Point 10	Information ratio: 1.03 (upper mid).	Information ratio: 0.96 (lower mid).	Modified duration: 0.15 yrs (bottom quartile).	Information ratio: 1.10 (top quartile).	Modified duration: 0.90 yrs (bottom quartile).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹7,887 Cr).
Oldest track record among peers (18 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.05% (top quartile).
3Y return: 24.53% (top quartile).
1Y return: 12.20% (upper mid).
Alpha: 9.12 (top quartile).
Sharpe: 0.50 (bottom quartile).
Information ratio: 1.03 (upper mid).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,456 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 22.57% (upper mid).
3Y return: 21.10% (upper mid).
1Y return: 12.75% (top quartile).
Alpha: -0.65 (bottom quartile).
Sharpe: 0.70 (lower mid).
Information ratio: 0.96 (lower mid).

Invesco India Liquid Fund

Upper mid AUM (₹12,320 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 7.03% (bottom quartile).
1M return: 0.46% (upper mid).
Sharpe: 3.96 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.19% (upper mid).
Modified duration: 0.15 yrs (bottom quartile).

Invesco India Contra Fund

Highest AUM (₹19,257 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.95% (lower mid).
3Y return: 19.61% (lower mid).
1Y return: 2.09% (bottom quartile).
Alpha: 4.06 (upper mid).
Sharpe: 0.22 (bottom quartile).
Information ratio: 1.10 (top quartile).

Invesco India Treasury Advantage Fund

Bottom quartile AUM (₹1,621 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.83% (lower mid).
1M return: 0.46% (top quartile).
Sharpe: 2.71 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.55% (top quartile).
Modified duration: 0.90 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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Sundaram Rural and Consumption Fund Growth	₹95.4618 ↓ -1.18	₹1,596	100	1.8	1.2	0.1	15.6	18.9	20.1
Sundaram Mid Cap Fund Growth	₹1,353.88 ↓ -14.87	₹12,818	100	7.8	6.2	3.6	23.1	26.9	32
Sundaram Diversified Equity Fund Growth	₹217.864 ↓ -1.75	₹1,519	250	3.8	5	2.7	13.3	19	12
Sundaram Corporate Bond Fund Growth	₹40.5587 ↑ 0.00	₹772	250	1.8	4.7	8.7	7.4	6	8
Sundaram Large and Mid Cap Fund Growth	₹82.9367 ↓ -0.97	₹6,893	100	3.8	3.7	-0.3	15.2	20.3	21.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Rural and Consumption Fund	Sundaram Mid Cap Fund	Sundaram Diversified Equity Fund	Sundaram Corporate Bond Fund	Sundaram Large and Mid Cap Fund
Point 1	Lower mid AUM (₹1,596 Cr).	Highest AUM (₹12,818 Cr).	Bottom quartile AUM (₹1,519 Cr).	Bottom quartile AUM (₹772 Cr).	Upper mid AUM (₹6,893 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Oldest track record among peers (25 yrs).	Established history (20+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 18.95% (bottom quartile).	5Y return: 26.88% (top quartile).	5Y return: 19.01% (lower mid).	1Y return: 8.75% (top quartile).	5Y return: 20.31% (upper mid).
Point 6	3Y return: 15.57% (upper mid).	3Y return: 23.10% (top quartile).	3Y return: 13.25% (bottom quartile).	1M return: 0.29% (top quartile).	3Y return: 15.19% (lower mid).
Point 7	1Y return: 0.09% (bottom quartile).	1Y return: 3.63% (upper mid).	1Y return: 2.67% (lower mid).	Sharpe: 1.71 (top quartile).	1Y return: -0.27% (bottom quartile).
Point 8	Alpha: 0.89 (upper mid).	Alpha: 2.82 (top quartile).	Alpha: -0.44 (bottom quartile).	Information ratio: 0.00 (upper mid).	Alpha: -2.28 (bottom quartile).
Point 9	Sharpe: 0.17 (lower mid).	Sharpe: 0.20 (upper mid).	Sharpe: -0.02 (bottom quartile).	Yield to maturity (debt): 6.59% (top quartile).	Sharpe: -0.09 (bottom quartile).
Point 10	Information ratio: 0.07 (top quartile).	Information ratio: -0.14 (lower mid).	Information ratio: -1.14 (bottom quartile).	Modified duration: 3.00 yrs (bottom quartile).	Information ratio: -1.14 (bottom quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,596 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.95% (bottom quartile).
3Y return: 15.57% (upper mid).
1Y return: 0.09% (bottom quartile).
Alpha: 0.89 (upper mid).
Sharpe: 0.17 (lower mid).
Information ratio: 0.07 (top quartile).

Sundaram Mid Cap Fund

Highest AUM (₹12,818 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.88% (top quartile).
3Y return: 23.10% (top quartile).
1Y return: 3.63% (upper mid).
Alpha: 2.82 (top quartile).
Sharpe: 0.20 (upper mid).
Information ratio: -0.14 (lower mid).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,519 Cr).
Oldest track record among peers (25 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.01% (lower mid).
3Y return: 13.25% (bottom quartile).
1Y return: 2.67% (lower mid).
Alpha: -0.44 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: -1.14 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹772 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.75% (top quartile).
1M return: 0.29% (top quartile).
Sharpe: 1.71 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.59% (top quartile).
Modified duration: 3.00 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹6,893 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.31% (upper mid).
3Y return: 15.19% (lower mid).
1Y return: -0.27% (bottom quartile).
Alpha: -2.28 (bottom quartile).
Sharpe: -0.09 (bottom quartile).
Information ratio: -1.14 (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.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
UTI Banking & PSU Debt Fund Growth	₹22.1544 ↑ 0.01	₹805	500	2.1	4.7	8.5	7.3	7	7.6
UTI Short Term Income Fund Growth	₹32.0234 ↑ 0.00	₹3,281	500	1.9	4.5	8.5	7.6	7	7.9
UTI Treasury Advantage Fund Growth	₹3,580.14 ↑ 0.64	₹3,002	500	1.9	4.3	8.2	7.4	7	7.7
UTI Money Market Fund Growth	₹3,112.74 ↑ 0.36	₹18,354	500	1.9	4.2	8.1	7.6	6.1	7.7
UTI Ultra Short Term Fund Growth	₹4,269.38 ↑ 0.50	₹4,551	500	1.7	3.7	7.2	6.8	6.1	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	UTI Banking & PSU Debt Fund	UTI Short Term Income Fund	UTI Treasury Advantage Fund	UTI Money Market Fund	UTI Ultra Short Term Fund
Point 1	Bottom quartile AUM (₹805 Cr).	Lower mid AUM (₹3,281 Cr).	Bottom quartile AUM (₹3,002 Cr).	Highest AUM (₹18,354 Cr).	Upper mid AUM (₹4,551 Cr).
Point 2	Established history (11+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (16+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.
Point 5	1Y return: 8.53% (top quartile).	1Y return: 8.53% (upper mid).	1Y return: 8.18% (lower mid).	1Y return: 8.05% (bottom quartile).	1Y return: 7.23% (bottom quartile).
Point 6	1M return: 0.38% (bottom quartile).	1M return: 0.32% (bottom quartile).	1M return: 0.45% (upper mid).	1M return: 0.47% (top quartile).	1M return: 0.44% (lower mid).
Point 7	Sharpe: 2.05 (bottom quartile).	Sharpe: 1.89 (bottom quartile).	Sharpe: 3.03 (upper mid).	Sharpe: 3.32 (top quartile).	Sharpe: 2.18 (lower mid).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 6.53% (lower mid).	Yield to maturity (debt): 6.76% (top quartile).	Yield to maturity (debt): 6.59% (upper mid).	Yield to maturity (debt): 6.30% (bottom quartile).	Yield to maturity (debt): 6.46% (bottom quartile).
Point 10	Modified duration: 1.86 yrs (bottom quartile).	Modified duration: 2.60 yrs (bottom quartile).	Modified duration: 0.91 yrs (lower mid).	Modified duration: 0.62 yrs (upper mid).	Modified duration: 0.45 yrs (top quartile).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹805 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 8.53% (top quartile).
1M return: 0.38% (bottom quartile).
Sharpe: 2.05 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.53% (lower mid).
Modified duration: 1.86 yrs (bottom quartile).

UTI Short Term Income Fund

Lower mid AUM (₹3,281 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 8.53% (upper mid).
1M return: 0.32% (bottom quartile).
Sharpe: 1.89 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.76% (top quartile).
Modified duration: 2.60 yrs (bottom quartile).

UTI Treasury Advantage Fund

Bottom quartile AUM (₹3,002 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.18% (lower mid).
1M return: 0.45% (upper mid).
Sharpe: 3.03 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.59% (upper mid).
Modified duration: 0.91 yrs (lower mid).

UTI Money Market Fund

Highest AUM (₹18,354 Cr).
Established history (16+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 8.05% (bottom quartile).
1M return: 0.47% (top quartile).
Sharpe: 3.32 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.30% (bottom quartile).
Modified duration: 0.62 yrs (upper mid).

UTI Ultra Short Term Fund

Upper mid AUM (₹4,551 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.23% (bottom quartile).
1M return: 0.44% (lower mid).
Sharpe: 2.18 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.46% (bottom quartile).
Modified duration: 0.45 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.