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2022 मध्ये भारतातील शीर्ष 10 AMC

Updated on September 22, 2025 , 89021 views

कोणती AMC (अॅसेट मॅनेजमेंट कंपनी) सर्वोत्तम आहे? हा गुंतवणूकदारांकडून सर्वाधिक विचारला जाणारा प्रश्न आहे. बरं,गुंतवणूक सुप्रसिद्ध फंड हाऊसमध्ये खूप फरक पडतो, परंतु चांगले ब्रँड नाव हा गुंतवणुकीचा एकमेव निकष असू शकत नाही. आदर्श निधी निवडण्यासाठी विविध महत्त्वाचे निकष आहेत. उदाहरणार्थ, फंड हाऊसचा आकार, फंड मॅनेजर्सचे कौशल्य, तारांकित फंड, सुरुवातीपासून मिळालेला परतावा इ. हे इतर घटक आहेत जे एखाद्याने फंडात गुंतवणूक करण्यापूर्वी पाहावे लागतात. असे सर्व पॅरामीटर्स हाती घेऊन, आम्ही काही सर्वोत्कृष्ट AMC खाली सूचीबद्ध केले आहेत (मालमत्ता व्यवस्थापन कंपन्या) भारतात तुम्ही गुंतवणूक करण्यास प्राधान्य देऊ शकता.

भारतातील शीर्ष 10 सर्वोत्तम म्युच्युअल फंड कंपन्या

भारतातील शीर्ष 10 AMC आहेत:

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SBI म्युच्युअल फंड

1987 मध्ये सुरू केलेली, SBIम्युच्युअल फंड भारतीय म्युच्युअल फंड उद्योगात 30 वर्षांहून अधिक काळ उपस्थित आहे. फंड हाऊस 5.4 दशलक्ष गुंतवणूकदारांच्या गुंतवणुकीचे आदेश व्यवस्थापित करते. हे भारतातील सर्वात जुने आणि सर्वात प्रतिष्ठित AMCs पैकी एक आहे. व्यक्तींच्या विविध गरजा पूर्ण करण्यासाठी, SBI म्युच्युअल फंड विविध श्रेणींमध्ये योजना ऑफर करते. तुमच्या गुंतवणुकीच्या गरजा आणि उद्दिष्टांनुसार तुम्ही निवडू शकता असे काही शीर्ष फंड येथे आहेत.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
SBI Debt Hybrid Fund Growth ₹73.0854
↓ -0.09
₹9,859 500 1.24.84.21011.511-0.46
SBI Magnum Children's Benefit Plan Growth ₹109.868
↓ -0.16
₹129 500 13.93.412.513.717.4-0.57
SBI Small Cap Fund Growth ₹172.18
↓ -1.35
₹35,245 500 2.19-7.41525.224.1-0.72
SBI Credit Risk Fund Growth ₹46.3862
↑ 0.01
₹2,210 500 1.54.48.48.278.11.72
SBI Multi Asset Allocation Fund Growth ₹60.8622
↓ -0.05
₹10,262 500 3.110.77.216.915.512.8-0.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25
Note: Ratio's shown as on 15 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Debt Hybrid FundSBI Magnum Children's Benefit PlanSBI Small Cap FundSBI Credit Risk FundSBI Multi Asset Allocation Fund
Point 1Lower mid AUM (₹9,859 Cr).Bottom quartile AUM (₹129 Cr).Highest AUM (₹35,245 Cr).Bottom quartile AUM (₹2,210 Cr).Upper mid AUM (₹10,262 Cr).
Point 2Oldest track record among peers (24 yrs).Established history (23+ yrs).Established history (16+ yrs).Established history (21+ yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderate.
Point 55Y return: 11.51% (bottom quartile).5Y return: 13.66% (lower mid).5Y return: 25.15% (top quartile).1Y return: 8.37% (top quartile).5Y return: 15.49% (upper mid).
Point 63Y return: 10.02% (bottom quartile).3Y return: 12.53% (lower mid).3Y return: 15.03% (upper mid).1M return: 0.67% (upper mid).3Y return: 16.88% (top quartile).
Point 71Y return: 4.15% (lower mid).1Y return: 3.36% (bottom quartile).1Y return: -7.40% (bottom quartile).Sharpe: 1.72 (top quartile).1Y return: 7.18% (upper mid).
Point 81M return: 0.46% (bottom quartile).1M return: 0.54% (lower mid).Alpha: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).1M return: 2.50% (top quartile).
Point 9Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Sharpe: -0.72 (bottom quartile).Yield to maturity (debt): 8.17% (top quartile).Alpha: 0.00 (bottom quartile).
Point 10Sharpe: -0.46 (lower mid).Sharpe: -0.57 (bottom quartile).Information ratio: 0.00 (lower mid).Modified duration: 2.24 yrs (upper mid).Sharpe: -0.10 (upper mid).

SBI Debt Hybrid Fund

  • Lower mid AUM (₹9,859 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 5Y return: 11.51% (bottom quartile).
  • 3Y return: 10.02% (bottom quartile).
  • 1Y return: 4.15% (lower mid).
  • 1M return: 0.46% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.46 (lower mid).

SBI Magnum Children's Benefit Plan

  • Bottom quartile AUM (₹129 Cr).
  • Established history (23+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.66% (lower mid).
  • 3Y return: 12.53% (lower mid).
  • 1Y return: 3.36% (bottom quartile).
  • 1M return: 0.54% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.57 (bottom quartile).

SBI Small Cap Fund

  • Highest AUM (₹35,245 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.15% (top quartile).
  • 3Y return: 15.03% (upper mid).
  • 1Y return: -7.40% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.72 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

SBI Credit Risk Fund

  • Bottom quartile AUM (₹2,210 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.37% (top quartile).
  • 1M return: 0.67% (upper mid).
  • Sharpe: 1.72 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.17% (top quartile).
  • Modified duration: 2.24 yrs (upper mid).

SBI Multi Asset Allocation Fund

  • Upper mid AUM (₹10,262 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 15.49% (upper mid).
  • 3Y return: 16.88% (top quartile).
  • 1Y return: 7.18% (upper mid).
  • 1M return: 2.50% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.10 (upper mid).

एचडीएफसी म्युच्युअल फंड

एचडीएफसी म्युच्युअल फंडाने सन 2000 मध्ये आपली पहिली योजना सुरू केली आणि तेव्हापासून, एएमसीने आशादायक वाढ दर्शविली आहे. फंड हाऊसने आश्वासक सेवा देऊन भारतातील सर्वोच्च कामगिरी करणाऱ्यांमध्ये स्वतःला स्थान दिले आहे. गुंतवणूकदारांच्या गुंतवणुकीच्या गरजा पूर्ण करून अनेक गुंतवणूकदारांचा विश्वास जिंकला आहे. एचडीएफसी एमएफमध्ये गुंतवणूक करण्यास उत्सुक असलेले गुंतवणूकदार, निवडण्यासाठी काही सर्वोत्तम म्युच्युअल फंड योजना येथे आहेत.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
HDFC Corporate Bond Fund Growth ₹32.9405
↑ 0.01
₹35,700 300 0.847.67.86.38.60.68
HDFC Banking and PSU Debt Fund Growth ₹23.2891
↑ 0.01
₹5,890 300 0.84.17.57.467.90.73
HDFC Credit Risk Debt Fund Growth ₹24.4472
↑ 0.00
₹6,967 300 1.54.37.87.67.28.21.12
HDFC Hybrid Debt Fund Growth ₹82.0634
↓ -0.07
₹3,359 300 02.82.910.411.610.5-0.85
HDFC Equity Savings Fund Growth ₹66.387
↓ -0.14
₹5,691 300 1.44.82.810.51310.3-0.76
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Corporate Bond FundHDFC Banking and PSU Debt FundHDFC Credit Risk Debt FundHDFC Hybrid Debt FundHDFC Equity Savings Fund
Point 1Highest AUM (₹35,700 Cr).Lower mid AUM (₹5,890 Cr).Upper mid AUM (₹6,967 Cr).Bottom quartile AUM (₹3,359 Cr).Bottom quartile AUM (₹5,691 Cr).
Point 2Established history (15+ yrs).Established history (11+ yrs).Established history (11+ yrs).Oldest track record among peers (21 yrs).Established history (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: 7.60% (upper mid).1Y return: 7.52% (lower mid).1Y return: 7.80% (top quartile).5Y return: 11.63% (upper mid).5Y return: 13.01% (top quartile).
Point 61M return: 0.46% (bottom quartile).1M return: 0.38% (bottom quartile).1M return: 0.58% (lower mid).3Y return: 10.43% (upper mid).3Y return: 10.47% (top quartile).
Point 7Sharpe: 0.68 (lower mid).Sharpe: 0.73 (upper mid).Sharpe: 1.12 (top quartile).1Y return: 2.90% (bottom quartile).1Y return: 2.80% (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).1M return: 0.61% (upper mid).1M return: 0.83% (top quartile).
Point 9Yield to maturity (debt): 7.06% (lower mid).Yield to maturity (debt): 6.94% (bottom quartile).Yield to maturity (debt): 8.11% (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 10Modified duration: 4.17 yrs (bottom quartile).Modified duration: 3.43 yrs (lower mid).Modified duration: 2.36 yrs (top quartile).Sharpe: -0.84 (bottom quartile).Sharpe: -0.76 (bottom quartile).

HDFC Corporate Bond Fund

  • Highest AUM (₹35,700 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.60% (upper mid).
  • 1M return: 0.46% (bottom quartile).
  • Sharpe: 0.68 (lower mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.06% (lower mid).
  • Modified duration: 4.17 yrs (bottom quartile).

HDFC Banking and PSU Debt Fund

  • Lower mid AUM (₹5,890 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.52% (lower mid).
  • 1M return: 0.38% (bottom quartile).
  • Sharpe: 0.73 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.94% (bottom quartile).
  • Modified duration: 3.43 yrs (lower mid).

HDFC Credit Risk Debt Fund

  • Upper mid AUM (₹6,967 Cr).
  • Established history (11+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.80% (top quartile).
  • 1M return: 0.58% (lower mid).
  • Sharpe: 1.12 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.11% (top quartile).
  • Modified duration: 2.36 yrs (top quartile).

HDFC Hybrid Debt Fund

  • Bottom quartile AUM (₹3,359 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.63% (upper mid).
  • 3Y return: 10.43% (upper mid).
  • 1Y return: 2.90% (bottom quartile).
  • 1M return: 0.61% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.84 (bottom quartile).

HDFC Equity Savings Fund

  • Bottom quartile AUM (₹5,691 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.01% (top quartile).
  • 3Y return: 10.47% (top quartile).
  • 1Y return: 2.80% (bottom quartile).
  • 1M return: 0.83% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.76 (bottom quartile).

ICICI प्रुडेन्शियल म्युच्युअल फंड

ICICI म्युच्युअल फंड ही देशातील सर्वात मोठी मालमत्ता व्यवस्थापन कंपन्यांपैकी एक आहे. हे वर्ष 1993 मध्ये लॉन्च केले गेले आणि तेव्हापासून कंपनीने गुंतवणूकदारांना समाधानकारक उत्पादन समाधाने देऊन एक मजबूत ग्राहक आधार राखला आहे. फंड हाऊस द्वारे ऑफर केलेल्या विविध योजना आहेत जसे इक्विटी, डेट, हायब्रीड, लिक्विड,ELSS इ. येथे ICICI MF च्या काही उत्कृष्ट कार्यक्षम योजना आहेत ज्यात तुम्ही गुंतवणूक करण्यास प्राधान्य देऊ शकता.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
ICICI Prudential Long Term Plan Growth ₹37.3745
↑ 0.03
₹14,905 100 0.83.67.67.86.68.20.47
ICICI Prudential MIP 25 Growth ₹76.8334
↓ -0.05
₹3,261 100 2.15.66.310.410.211.4-0.06
ICICI Prudential Banking and Financial Services Fund Growth ₹132.65
↓ -0.48
₹9,688 100 -18.42.715.72311.60.03
ICICI Prudential Nifty Next 50 Index Fund Growth ₹60.0486
↓ -0.45
₹7,650 100 2.48.3-10.516.521.627.2-0.87
ICICI Prudential Global Stable Equity Fund Growth ₹29.01
↓ -0.11
₹89 1,000 57.49.514.813.15.70.42
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25
Note: Ratio's shown as on 15 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Long Term PlanICICI Prudential MIP 25ICICI Prudential Banking and Financial Services FundICICI Prudential Nifty Next 50 Index FundICICI Prudential Global Stable Equity Fund
Point 1Highest AUM (₹14,905 Cr).Bottom quartile AUM (₹3,261 Cr).Upper mid AUM (₹9,688 Cr).Lower mid AUM (₹7,650 Cr).Bottom quartile AUM (₹89 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (17+ yrs).Established history (15+ yrs).Established history (12+ 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: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.
Point 51Y return: 7.60% (upper mid).5Y return: 10.22% (bottom quartile).5Y return: 23.02% (top quartile).5Y return: 21.63% (upper mid).5Y return: 13.14% (lower mid).
Point 61M return: 0.71% (upper mid).3Y return: 10.38% (bottom quartile).3Y return: 15.69% (upper mid).3Y return: 16.49% (top quartile).3Y return: 14.77% (lower mid).
Point 7Sharpe: 0.47 (top quartile).1Y return: 6.33% (lower mid).1Y return: 2.68% (bottom quartile).1Y return: -10.46% (bottom quartile).1Y return: 9.47% (top quartile).
Point 8Information ratio: 0.00 (upper mid).1M return: 0.62% (lower mid).Alpha: -2.57 (bottom quartile).1M return: 1.87% (top quartile).Alpha: 0.00 (lower mid).
Point 9Yield to maturity (debt): 7.64% (top quartile).Alpha: 0.00 (upper mid).Sharpe: 0.03 (lower mid).Alpha: -1.04 (bottom quartile).Sharpe: 0.42 (upper mid).
Point 10Modified duration: 4.76 yrs (bottom quartile).Sharpe: -0.06 (bottom quartile).Information ratio: 0.32 (top quartile).Sharpe: -0.86 (bottom quartile).Information ratio: 0.00 (bottom quartile).

ICICI Prudential Long Term Plan

  • Highest AUM (₹14,905 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.60% (upper mid).
  • 1M return: 0.71% (upper mid).
  • Sharpe: 0.47 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.64% (top quartile).
  • Modified duration: 4.76 yrs (bottom quartile).

ICICI Prudential MIP 25

  • Bottom quartile AUM (₹3,261 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.22% (bottom quartile).
  • 3Y return: 10.38% (bottom quartile).
  • 1Y return: 6.33% (lower mid).
  • 1M return: 0.62% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.06 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Upper mid AUM (₹9,688 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: High.
  • 5Y return: 23.02% (top quartile).
  • 3Y return: 15.69% (upper mid).
  • 1Y return: 2.68% (bottom quartile).
  • Alpha: -2.57 (bottom quartile).
  • Sharpe: 0.03 (lower mid).
  • Information ratio: 0.32 (top quartile).

ICICI Prudential Nifty Next 50 Index Fund

  • Lower mid AUM (₹7,650 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.63% (upper mid).
  • 3Y return: 16.49% (top quartile).
  • 1Y return: -10.46% (bottom quartile).
  • 1M return: 1.87% (top quartile).
  • Alpha: -1.04 (bottom quartile).
  • Sharpe: -0.86 (bottom quartile).

ICICI Prudential Global Stable Equity Fund

  • Bottom quartile AUM (₹89 Cr).
  • Established history (12+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.14% (lower mid).
  • 3Y return: 14.77% (lower mid).
  • 1Y return: 9.47% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.42 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

रिलायन्स म्युच्युअल फंड

रिलायन्स म्युच्युअल फंड 1995 मध्ये सुरू करण्यात आलेला, देशातील सर्वात वेगाने वाढणारी AMC आहे. कंपनीकडे सातत्यपूर्ण परताव्याचा एक प्रभावी ट्रॅक रेकॉर्ड आहे. गुंतवणूकदारांच्या विविध गुंतवणुकीच्या गरजा पूर्ण करण्यासाठी, रिलायन्स म्युच्युअल फंड इक्विटी, कर्ज, हायब्रिड, यांसारख्या विविध योजना ऑफर करते.पैसा बाजार,सेवानिवृत्ती बचत निधी,निधीचा निधी, इ. गुंतवणूकदार त्यांच्यानुसार निधी निवडू शकतातजोखीम भूक आणि गुंतवणूक उद्दिष्टे.

No Funds available.

आदित्य बिर्ला सन लाइफ म्युच्युअल फंड

एएमसी नेहमीच सातत्यपूर्ण कामगिरीसाठी ओळखली जाते. त्यामुळे, संपत्ती वाढीचे उद्दिष्ट असलेले गुंतवणूकदार त्यांच्या पोर्टफोलिओमध्ये BSL म्युच्युअल फंडाच्या योजना जोडण्यास प्राधान्य देऊ शकतात. बिर्ला सन लाइफ म्युच्युअल फंड विविध सोल्यूशन्स ऑफर करतो जे गुंतवणूकदारांना त्यांचे विविध साध्य करण्यात मदत करू शकतातआर्थिक उद्दिष्टे. ते इक्विटी, डेट, हायब्रिड, ईएलएसएस, यांसारख्या म्युच्युअल फंड योजनांचे बंडल ऑफर करतात.लिक्विड फंड, इ. AMC कडे संशोधन विश्लेषकांची एक उत्पादक टीम आहे जी विविध कंपन्या आणि उद्योगांमध्ये गुंतवणुकीसाठी सर्वोत्तम गुंतवणूक संधींचा मागोवा घेण्यासाठी समर्पित आहेत.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Aditya Birla Sun Life Savings Fund Growth ₹557.09
↑ 0.09
₹21,521 1,000 1.63.97.97.56.27.93.66
Aditya Birla Sun Life Money Manager Fund Growth ₹376.152
↑ 0.04
₹27,665 1,000 1.53.97.87.66.17.83.32
Aditya Birla Sun Life Corporate Bond Fund Growth ₹114.226
↑ 0.04
₹28,109 100 0.83.87.67.86.58.50.66
Aditya Birla Sun Life Regular Savings Fund Growth ₹67.5328
↓ -0.08
₹1,542 500 1.45.36.19.311.210.50.04
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹60.29
↓ -0.30
₹3,374 1,000 -181.315.623.48.7-0.18
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25
Note: Ratio's shown as on 31 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 (₹21,521 Cr).Upper mid AUM (₹27,665 Cr).Highest AUM (₹28,109 Cr).Bottom quartile AUM (₹1,542 Cr).Bottom quartile AUM (₹3,374 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: 7.87% (top quartile).1Y return: 7.77% (upper mid).1Y return: 7.57% (lower mid).5Y return: 11.21% (upper mid).5Y return: 23.44% (top quartile).
Point 61M return: 0.50% (bottom quartile).1M return: 0.50% (bottom quartile).1M return: 0.55% (lower mid).3Y return: 9.28% (upper mid).3Y return: 15.55% (top quartile).
Point 7Sharpe: 3.66 (top quartile).Sharpe: 3.32 (upper mid).Sharpe: 0.66 (lower mid).1Y return: 6.13% (bottom quartile).1Y return: 1.29% (bottom quartile).
Point 8Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).1M return: 0.57% (upper mid).Alpha: -6.06 (bottom quartile).
Point 9Yield to maturity (debt): 6.76% (lower mid).Yield to maturity (debt): 6.24% (bottom quartile).Yield to maturity (debt): 7.21% (upper mid).Alpha: 1.03 (top quartile).Sharpe: -0.18 (bottom quartile).
Point 10Modified duration: 0.44 yrs (upper mid).Modified duration: 0.45 yrs (lower mid).Modified duration: 4.69 yrs (bottom quartile).Sharpe: 0.04 (bottom quartile).Information ratio: 0.14 (upper mid).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹21,521 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.87% (top quartile).
  • 1M return: 0.50% (bottom quartile).
  • Sharpe: 3.66 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.76% (lower mid).
  • Modified duration: 0.44 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

  • Upper mid AUM (₹27,665 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.77% (upper mid).
  • 1M return: 0.50% (bottom quartile).
  • Sharpe: 3.32 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.24% (bottom quartile).
  • Modified duration: 0.45 yrs (lower mid).

Aditya Birla Sun Life Corporate Bond Fund

  • Highest AUM (₹28,109 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.57% (lower mid).
  • 1M return: 0.55% (lower mid).
  • Sharpe: 0.66 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.21% (upper mid).
  • Modified duration: 4.69 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

  • Bottom quartile AUM (₹1,542 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.21% (upper mid).
  • 3Y return: 9.28% (upper mid).
  • 1Y return: 6.13% (bottom quartile).
  • 1M return: 0.57% (upper mid).
  • Alpha: 1.03 (top quartile).
  • Sharpe: 0.04 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Bottom quartile AUM (₹3,374 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 23.44% (top quartile).
  • 3Y return: 15.55% (top quartile).
  • 1Y return: 1.29% (bottom quartile).
  • Alpha: -6.06 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: 0.14 (upper mid).

डीएसपी ब्लॅकरॉक म्युच्युअल फंड

DSP BlackRock ही जगातील सर्वात मोठी गुंतवणूक व्यवस्थापन फर्म आहे. 20 वर्षांहून अधिक काळ गुंतवणुकीच्या उत्कृष्टतेचा ट्रॅक रेकॉर्ड आहे. गुंतवणूकदार इक्विटी, डेट, हायब्रीड, फंड ऑफ फंड्स, इंटरनॅशनल एफओएफ इत्यादी गुंतवणूक पर्यायांमधून निवडू शकतात. AMC कडे गुंतवणूक व्यावसायिकांची अनुभवी टीम आहे. येथे डीएसपी ब्लॅकरॉकच्या काही उत्कृष्ट कार्यप्रदर्शन योजना आहेत ज्यांचा तुम्ही गुंतवणूक करताना विचार करू शकता.

No Funds available.

म्युच्युअल फंड बॉक्स

कोटक म्युच्युअल फंडाने 1998 मध्ये त्याचे कार्य सुरू केले. त्याचा अंदाजे 7.5 लाख गुंतवणूकदारांचा मोठा ग्राहक आधार आहे. गुंतवणूकदारांच्या विविध गरजा पूर्ण करण्यासाठी AMC विविध म्युच्युअल फंड योजना ऑफर करते. आपल्या नाविन्यपूर्ण उत्पादनाद्वारे, कंपनी गुंतवणूकदारांना त्यांची विविध गुंतवणूक उद्दिष्टे साध्य करण्यात मदत करते. म्युच्युअल फंडाच्या काही श्रेण्यांमध्ये इक्विटी, डेट, हायब्रिड, फंड ऑफ फंड, लिक्विड, ईएलएसएस इत्यादींचा समावेश आहे.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Kotak Standard Multicap Fund Growth ₹84.709
↓ -0.36
₹53,626 500 -0.19.6-0.417.320.616.5-0.37
Kotak Equity Opportunities Fund Growth ₹341.57
↓ -1.81
₹27,655 1,000 1.89.4-3.118.923.424.2-0.51
Kotak Corporate Bond Fund Standard Growth ₹3,829.67
↑ 1.66
₹17,612 1,000 14.387.76.28.31.05
Kotak Money Market Scheme Growth ₹4,564.52
↑ 0.44
₹35,644 1,000 1.53.97.77.56.17.73.03
Kotak Low Duration Fund Growth ₹3,392.77
↑ 0.26
₹13,644 1,000 1.33.87.57.15.77.31.71
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Standard Multicap FundKotak Equity Opportunities FundKotak Corporate Bond Fund Standard Kotak Money Market SchemeKotak Low Duration Fund
Point 1Highest AUM (₹53,626 Cr).Lower mid AUM (₹27,655 Cr).Bottom quartile AUM (₹17,612 Cr).Upper mid AUM (₹35,644 Cr).Bottom quartile AUM (₹13,644 Cr).
Point 2Established history (16+ yrs).Established history (21+ yrs).Established history (18+ yrs).Oldest track record among peers (22 yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderate.
Point 55Y return: 20.61% (upper mid).5Y return: 23.38% (top quartile).1Y return: 8.02% (top quartile).1Y return: 7.74% (upper mid).1Y return: 7.49% (lower mid).
Point 63Y return: 17.29% (upper mid).3Y return: 18.93% (top quartile).1M return: 0.56% (lower mid).1M return: 0.49% (bottom quartile).1M return: 0.44% (bottom quartile).
Point 71Y return: -0.36% (bottom quartile).1Y return: -3.10% (bottom quartile).Sharpe: 1.05 (lower mid).Sharpe: 3.03 (top quartile).Sharpe: 1.71 (upper mid).
Point 8Alpha: 3.91 (top quartile).Alpha: 0.72 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Sharpe: -0.37 (bottom quartile).Sharpe: -0.51 (bottom quartile).Yield to maturity (debt): 7.01% (top quartile).Yield to maturity (debt): 6.23% (lower mid).Yield to maturity (debt): 6.86% (upper mid).
Point 10Information ratio: 0.19 (top quartile).Information ratio: 0.13 (upper mid).Modified duration: 3.25 yrs (bottom quartile).Modified duration: 0.46 yrs (lower mid).Modified duration: 0.90 yrs (bottom quartile).

Kotak Standard Multicap Fund

  • Highest AUM (₹53,626 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.61% (upper mid).
  • 3Y return: 17.29% (upper mid).
  • 1Y return: -0.36% (bottom quartile).
  • Alpha: 3.91 (top quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.19 (top quartile).

Kotak Equity Opportunities Fund

  • Lower mid AUM (₹27,655 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.38% (top quartile).
  • 3Y return: 18.93% (top quartile).
  • 1Y return: -3.10% (bottom quartile).
  • Alpha: 0.72 (upper mid).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.13 (upper mid).

Kotak Corporate Bond Fund Standard

  • Bottom quartile AUM (₹17,612 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.02% (top quartile).
  • 1M return: 0.56% (lower mid).
  • Sharpe: 1.05 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.01% (top quartile).
  • Modified duration: 3.25 yrs (bottom quartile).

Kotak Money Market Scheme

  • Upper mid AUM (₹35,644 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.74% (upper mid).
  • 1M return: 0.49% (bottom quartile).
  • Sharpe: 3.03 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.23% (lower mid).
  • Modified duration: 0.46 yrs (lower mid).

Kotak Low Duration Fund

  • Bottom quartile AUM (₹13,644 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.49% (lower mid).
  • 1M return: 0.44% (bottom quartile).
  • Sharpe: 1.71 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.86% (upper mid).
  • Modified duration: 0.90 yrs (bottom quartile).

टाटा म्युच्युअल फंड

गेल्या काही वर्षांत, टाटा म्युच्युअल फंडाने आपल्या सातत्यपूर्ण कामगिरीने लाखो गुंतवणूकदारांचा विश्वास संपादन केला आहे. AMC दोन दशकांहून अधिक काळ भारतात कार्यरत आहे. सातत्यपूर्ण आणि दीर्घकालीन परिणाम मिळवणे हे कंपनीचे उद्दिष्ट आहे. गुंतवणूकदार त्यांच्या गुंतवणुकीच्या गरजा आणि उद्दिष्टांनुसार इक्विटी, डेट, हायब्रीड, लिक्विड आणि ईएलएसएस यासारख्या विविध श्रेणींमधून फंड निवडू शकतात.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sharpe Ratio
Tata Retirement Savings Fund-Moderate Growth ₹63.6692
↓ -0.47
₹2,115 150 -1.57.7-3.314.215.519.5-0.57
Tata India Tax Savings Fund Growth ₹44.2065
↓ -0.31
₹4,472 500 17.3-5.41621.119.5-0.71
Tata Retirement Savings Fund - Progressive Growth ₹64.1812
↓ -0.52
₹2,047 150 -2.57.9-6.614.916.621.7-0.6
Tata Equity PE Fund Growth ₹345.523
↓ -2.37
₹8,348 150 0.16.8-8.619.522.321.7-1.08
Tata Treasury Advantage Fund Growth ₹3,989.54
↑ 0.10
₹3,111 500 1.43.87.57.15.87.42.03
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25
Note: Ratio's shown as on 31 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Retirement Savings Fund-ModerateTata India Tax Savings FundTata Retirement Savings Fund - ProgressiveTata Equity PE FundTata Treasury Advantage Fund
Point 1Bottom quartile AUM (₹2,115 Cr).Upper mid AUM (₹4,472 Cr).Bottom quartile AUM (₹2,047 Cr).Highest AUM (₹8,348 Cr).Lower mid AUM (₹3,111 Cr).
Point 2Established history (13+ yrs).Established history (10+ yrs).Established history (13+ yrs).Oldest track record among peers (21 yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately Low.
Point 55Y return: 15.54% (bottom quartile).5Y return: 21.15% (upper mid).5Y return: 16.57% (lower mid).5Y return: 22.29% (top quartile).1Y return: 7.52% (top quartile).
Point 63Y return: 14.18% (bottom quartile).3Y return: 15.98% (upper mid).3Y return: 14.91% (lower mid).3Y return: 19.50% (top quartile).1M return: 0.49% (lower mid).
Point 71Y return: -3.28% (upper mid).1Y return: -5.35% (lower mid).1Y return: -6.57% (bottom quartile).1Y return: -8.58% (bottom quartile).Sharpe: 2.03 (top quartile).
Point 81M return: -0.31% (bottom quartile).Alpha: -1.62 (bottom quartile).1M return: -0.82% (bottom quartile).Alpha: -7.40 (bottom quartile).Information ratio: 0.00 (lower mid).
Point 9Alpha: 0.00 (top quartile).Sharpe: -0.71 (bottom quartile).Alpha: -0.19 (lower mid).Sharpe: -1.07 (bottom quartile).Yield to maturity (debt): 6.38% (top quartile).
Point 10Sharpe: -0.56 (upper mid).Information ratio: -0.22 (bottom quartile).Sharpe: -0.60 (lower mid).Information ratio: 0.80 (top quartile).Modified duration: 0.84 yrs (bottom quartile).

Tata Retirement Savings Fund-Moderate

  • Bottom quartile AUM (₹2,115 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.54% (bottom quartile).
  • 3Y return: 14.18% (bottom quartile).
  • 1Y return: -3.28% (upper mid).
  • 1M return: -0.31% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.56 (upper mid).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,472 Cr).
  • Established history (10+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.15% (upper mid).
  • 3Y return: 15.98% (upper mid).
  • 1Y return: -5.35% (lower mid).
  • Alpha: -1.62 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: -0.22 (bottom quartile).

Tata Retirement Savings Fund - Progressive

  • Bottom quartile AUM (₹2,047 Cr).
  • Established history (13+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.57% (lower mid).
  • 3Y return: 14.91% (lower mid).
  • 1Y return: -6.57% (bottom quartile).
  • 1M return: -0.82% (bottom quartile).
  • Alpha: -0.19 (lower mid).
  • Sharpe: -0.60 (lower mid).

Tata Equity PE Fund

  • Highest AUM (₹8,348 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.29% (top quartile).
  • 3Y return: 19.50% (top quartile).
  • 1Y return: -8.58% (bottom quartile).
  • Alpha: -7.40 (bottom quartile).
  • Sharpe: -1.07 (bottom quartile).
  • Information ratio: 0.80 (top quartile).

Tata Treasury Advantage Fund

  • Lower mid AUM (₹3,111 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.52% (top quartile).
  • 1M return: 0.49% (lower mid).
  • Sharpe: 2.03 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.38% (top quartile).
  • Modified duration: 0.84 yrs (bottom quartile).

प्रिन्सिपल म्युच्युअल फंड

प्रिन्सिपल म्युच्युअल फंड विस्तृत ऑफर देतेश्रेणी किरकोळ आणि संस्थात्मक गुंतवणूकदारांसाठी आर्थिक उपाय. AMC कडे 4 लाख गुंतवणूकदारांचा ग्राहक आधार आहे. कंपनी तिच्या गुंतवणुकीच्या निर्णयांना समर्थन देण्यासाठी कठोर जोखीम-व्यवस्थापन धोरण आणि योग्य संशोधन तंत्र वापरते. प्रिन्सिपल म्युच्युअल फंडाचे उद्दिष्ट ग्राहकांच्या विविध गरजा पूर्ण करण्यासाठी नाविन्यपूर्ण योजना आणण्याचे आहे.

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L&T म्युच्युअल फंड

1997 मध्ये लॉन्च झाल्यापासून, L&T म्युच्युअल फंडाने गुंतवणूकदारांमध्ये प्रचंड विश्वास संपादन केला आहे. AMC उच्च दीर्घकालीन जोखीम-समायोजित कामगिरी वितरीत करण्यावर भर देते. गुंतवणूकदार इक्विटी, डेट, ईएलएसएस, अशा अनेक पर्यायांमधून योजना निवडू शकतात.हायब्रीड फंड, इ. काही सर्वोत्तम कामगिरी करणाऱ्या योजना आहेत:

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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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