+91-22-489139092022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 5 म्युच्युअल फंड
म्युच्युअल फंड उशीरा गुंतवणुकीची लोकप्रिय पद्धत बनली आहे आणि बरेच गुंतवणूकदार त्याकडे झुकत आहेतगुंतवणूक त्यात. म्युच्युअल फंड केवळ चांगला परतावा देत नाहीत तर ते साध्य करण्याची पद्धतशीर संधी देखील देतातआर्थिक उद्दिष्टे, जे अलीकडच्या काळात त्यांच्या लोकप्रियतेचे एक कारण आहे. तथापि, इच्छित गुंतवणुकीचे उद्दिष्ट साध्य करण्यासाठी किंवा चांगला परतावा मिळविण्यासाठी, योग्य फंडात गुंतवणूक करणे महत्त्वाचे आहे. म्हणूनच आम्ही येथे आहोत! गुंतवणूकदार योजना करत आहेतम्युच्युअल फंडात गुंतवणूक करा, आम्ही तुमच्यासाठी काही आणतोसर्वोत्तम कामगिरी करणारे म्युच्युअल फंड ज्याचा तुम्ही गुंतवणूक करताना विचार केला पाहिजे. हे फंड एयूएम सारखे महत्त्वाचे पॅरामीटर्स हाती घेऊन शॉर्टलिस्ट केले गेले आहेत.नाही, मागील कामगिरी, समवयस्क सरासरी परतावा, माहिती गुणोत्तर इ.
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भारतातील शीर्ष 5 सर्वोत्तम कामगिरी करणारे म्युच्युअल फंड
सर्वोत्कृष्ट इक्विटी म्युच्युअल फंड 2022
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Information Ratio Sharpe Ratio DSP World Gold Fund Growth ₹38.3272
↑ 0.73 ₹1,212 1,000 500 23.5 61.1 83.9 44.2 12.2 15.9 -0.56 1.56 SBI PSU Fund Growth ₹30.8375
↓ -0.27 ₹5,278 5,000 500 -3.3 14.4 -8.8 29.3 29.6 23.5 -0.27 -0.78 Franklin India Opportunities Fund Growth ₹255.357
↑ 1.17 ₹7,376 5,000 500 4.4 20 0.1 28.6 28.4 37.3 1.83 -0.3 Invesco India PSU Equity Fund Growth ₹60.85
↓ -0.71 ₹1,391 5,000 500 -4.9 19.9 -10.7 28.4 27.7 25.6 -0.3 -0.57 Motilal Oswal Midcap 30 Fund Growth ₹104.504
↓ -0.75 ₹33,609 5,000 500 4.6 17.6 1.2 28.3 33.6 57.1 0.44 -0.11 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25 Note: Ratio's shown as on 31 Jul 25 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund SBI PSU Fund Franklin India Opportunities Fund Invesco India PSU Equity Fund Motilal Oswal Midcap 30 Fund Point 1 Bottom quartile AUM (₹1,212 Cr). Lower mid AUM (₹5,278 Cr). Upper mid AUM (₹7,376 Cr). Bottom quartile AUM (₹1,391 Cr). Highest AUM (₹33,609 Cr). Point 2 Established history (17+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (15+ yrs). Established history (11+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 12.15% (bottom quartile). 5Y return: 29.61% (upper mid). 5Y return: 28.43% (lower mid). 5Y return: 27.66% (bottom quartile). 5Y return: 33.60% (top quartile). Point 6 3Y return: 44.17% (top quartile). 3Y return: 29.28% (upper mid). 3Y return: 28.60% (lower mid). 3Y return: 28.44% (bottom quartile). 3Y return: 28.31% (bottom quartile). Point 7 1Y return: 83.85% (top quartile). 1Y return: -8.76% (bottom quartile). 1Y return: 0.07% (lower mid). 1Y return: -10.72% (bottom quartile). 1Y return: 1.20% (upper mid). Point 8 Alpha: 2.80 (lower mid). Alpha: 0.19 (bottom quartile). Alpha: 1.79 (bottom quartile). Alpha: 5.70 (top quartile). Alpha: 3.70 (upper mid). Point 9 Sharpe: 1.56 (top quartile). Sharpe: -0.78 (bottom quartile). Sharpe: -0.30 (lower mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.11 (upper mid). Point 10 Information ratio: -0.56 (bottom quartile). Information ratio: -0.27 (lower mid). Information ratio: 1.83 (top quartile). Information ratio: -0.30 (bottom quartile). Information ratio: 0.44 (upper mid). DSP World Gold Fund
SBI PSU Fund
Franklin India Opportunities Fund
Invesco India PSU Equity Fund
Motilal Oswal Midcap 30 Fund
सर्वोत्कृष्ट कर्ज निधी 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹49.9887
↑ 0.04 ₹208 0.8 12.5 22 14.6 7.8 6.91% 2Y 1M 6D 2Y 10M 10D Aditya Birla Sun Life Credit Risk Fund Growth ₹22.6693
↑ 0.02 ₹1,023 1.8 5.5 16.1 10.4 11.9 7.6% 2Y 29D 3Y 29D Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D Aditya Birla Sun Life Medium Term Plan Growth ₹40.2873
↑ 0.05 ₹2,744 1 5 12.8 9.3 10.5 7.44% 3Y 6M 18D 4Y 9M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Ultra Short Bond Fund - Super Institutional Plan Sundaram Short Term Debt Fund Aditya Birla Sun Life Medium Term Plan Point 1 Bottom quartile AUM (₹208 Cr). Upper mid AUM (₹1,023 Cr). Bottom quartile AUM (₹297 Cr). Lower mid AUM (₹362 Cr). Highest AUM (₹2,744 Cr). Point 2 Established history (22+ yrs). Established history (10+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (16+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 1Y return: 21.95% (top quartile). 1Y return: 16.08% (upper mid). 1Y return: 13.69% (lower mid). 1Y return: 12.83% (bottom quartile). 1Y return: 12.75% (bottom quartile). Point 6 1M return: 0.06% (bottom quartile). 1M return: 0.26% (upper mid). 1M return: 0.59% (top quartile). 1M return: 0.20% (lower mid). 1M return: -0.10% (bottom quartile). Point 7 Sharpe: 1.64 (bottom quartile). Sharpe: 2.49 (lower mid). Sharpe: 2.57 (upper mid). Sharpe: 0.98 (bottom quartile). Sharpe: 2.94 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.91% (lower mid). Yield to maturity (debt): 7.60% (top quartile). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 4.52% (bottom quartile). Yield to maturity (debt): 7.44% (upper mid). Point 10 Modified duration: 2.10 yrs (bottom quartile). Modified duration: 2.08 yrs (lower mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.20 yrs (upper mid). Modified duration: 3.55 yrs (bottom quartile). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Ultra Short Bond Fund - Super Institutional Plan
Sundaram Short Term Debt Fund
Aditya Birla Sun Life Medium Term Plan
सर्वोत्कृष्ट हायब्रिड फंड 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹119.475
↓ -0.20 ₹841 1.4 9.4 -7.7 20 21 27 ICICI Prudential Multi-Asset Fund Growth ₹765.835
↑ 3.49 ₹63,001 2.8 11.1 7.8 19.5 23 16.1 ICICI Prudential Equity and Debt Fund Growth ₹394.91
↓ -0.44 ₹44,605 2.6 13.6 4 19.4 24.7 17.2 UTI Multi Asset Fund Growth ₹74.7163
↓ -0.01 ₹5,902 2.1 11.2 2.6 19.1 15.8 20.7 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.58
↓ -0.22 ₹1,258 -2.1 15.8 -4.8 18.4 23.1 25.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund UTI Multi Asset Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Bottom quartile AUM (₹841 Cr). Highest AUM (₹63,001 Cr). Upper mid AUM (₹44,605 Cr). Lower mid AUM (₹5,902 Cr). Bottom quartile AUM (₹1,258 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (22+ yrs). Established history (25+ yrs). Established history (16+ yrs). Established history (9+ yrs). Point 3 Rating: 1★ (lower mid). Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.00% (bottom quartile). 5Y return: 22.97% (lower mid). 5Y return: 24.67% (top quartile). 5Y return: 15.75% (bottom quartile). 5Y return: 23.05% (upper mid). Point 6 3Y return: 19.99% (top quartile). 3Y return: 19.50% (upper mid). 3Y return: 19.41% (lower mid). 3Y return: 19.05% (bottom quartile). 3Y return: 18.38% (bottom quartile). Point 7 1Y return: -7.68% (bottom quartile). 1Y return: 7.82% (top quartile). 1Y return: 3.96% (upper mid). 1Y return: 2.64% (lower mid). 1Y return: -4.79% (bottom quartile). Point 8 1M return: -0.60% (bottom quartile). 1M return: 2.39% (top quartile). 1M return: 1.51% (upper mid). 1M return: 1.04% (lower mid). 1M return: -0.90% (bottom quartile). Point 9 Alpha: -7.43 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 2.01 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.92 (bottom quartile). Sharpe: 0.14 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.27 (lower mid). Sharpe: -0.38 (bottom quartile). JM Equity Hybrid Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
UTI Multi Asset Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
सर्वोत्कृष्ट गोल्ड म्युच्युअल फंड 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP World Gold Fund Growth ₹38.3272
↑ 0.73 ₹1,212 23.5 61.1 83.9 44.2 12.2 15.9 IDBI Gold Fund Growth ₹27.744
↑ 0.03 ₹214 8.8 21.9 47.2 26.7 14.7 18.7 SBI Gold Fund Growth ₹31.0681
↑ 0.06 ₹4,740 8.3 21.6 46.9 26.5 14.4 19.6 ICICI Prudential Regular Gold Savings Fund Growth ₹32.8893
↑ 0.03 ₹2,384 8.4 21.5 46.3 26.3 14.2 19.5 Nippon India Gold Savings Fund Growth ₹40.6873
↑ 0.13 ₹3,248 8.3 21.5 46.8 26.2 14.1 19 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund IDBI Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund Point 1 Bottom quartile AUM (₹1,212 Cr). Bottom quartile AUM (₹214 Cr). Highest AUM (₹4,740 Cr). Lower mid AUM (₹2,384 Cr). Upper mid AUM (₹3,248 Cr). Point 2 Oldest track record among peers (17 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (14+ yrs). Point 3 Top rated. Not Rated. Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.15% (bottom quartile). 5Y return: 14.73% (top quartile). 5Y return: 14.37% (upper mid). 5Y return: 14.25% (lower mid). 5Y return: 14.12% (bottom quartile). Point 6 3Y return: 44.17% (top quartile). 3Y return: 26.67% (upper mid). 3Y return: 26.54% (lower mid). 3Y return: 26.25% (bottom quartile). 3Y return: 26.23% (bottom quartile). Point 7 1Y return: 83.85% (top quartile). 1Y return: 47.24% (upper mid). 1Y return: 46.86% (lower mid). 1Y return: 46.27% (bottom quartile). 1Y return: 46.82% (bottom quartile). Point 8 Alpha: 2.80 (top quartile). 1M return: 5.91% (upper mid). 1M return: 5.73% (bottom quartile). 1M return: 5.76% (bottom quartile). 1M return: 5.89% (lower mid). Point 9 Sharpe: 1.56 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Information ratio: -0.56 (bottom quartile). Sharpe: 2.25 (bottom quartile). Sharpe: 2.53 (top quartile). Sharpe: 2.50 (upper mid). Sharpe: 2.48 (lower mid). DSP World Gold Fund
IDBI Gold Fund
SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings Fund
म्युच्युअल फंडाचे प्रकार: जोखीम आणि परतावा
तुम्ही गुंतवणूक करण्यापूर्वी, खालील म्युच्युअल फंड श्रेणीतील मूलभूत जोखीम आणि सरासरी परतावा जाणून घ्या:
| म्युच्युअल फंड श्रेणी | सरासरी परतावा | धोका | जोखमीचा प्रकार |
|---|---|---|---|
| इक्विटी फंड | 2% -20% | उच्च ते मध्यम | अस्थिरता जोखीम, कामगिरी जोखीम, एकाग्रता जोखीम |
| कर्ज/बंध | ८-१४% | कमी ते मध्यम | व्याजदर जोखीम, क्रेडिट जोखीम |
| मनी मार्केट फंड | ४%-८% | कमी | महागाई जोखीम, संधी गमावणे |
| संतुलित निधी | ५-१५% | मध्यम | इक्विटी, डेट होल्डिंग्समध्ये जास्त एक्सपोजर |
म्युच्युअल फंड कॅल्क्युलेटर: तुमच्या गुंतवणुकीचा परतावा पूर्व-निर्धारित करा
एसिप कॅल्क्युलेटर हे एक स्मार्ट साधन आहे जे गुंतवणूकदारांच्या प्रमुख प्रश्नांचे निराकरण करते जसे की ‘किती गुंतवणूक करावी’, ‘मी किती कमवू’, ‘माझा नफा किती होईल’, इ.म्युच्युअल फंड कॅल्क्युलेटर, खास करून,SIP कॅल्क्युलेटर तुम्ही ज्या कालावधीसाठी गुंतवणूक करू इच्छिता त्या कालावधीसाठी तुमची गुंतवणूक रक्कम पूर्व-निर्धारित करते. हे प्रभावी साधनांपैकी एक आहेआर्थिक नियोजन. एखाद्याला कार, घर खरेदी करण्याची योजना करायची आहे की नाही, यासाठी योजना करासेवानिवृत्ती, मुलाचे उच्च शिक्षण किंवा इतर कोणतेही आर्थिक उद्दिष्ट, त्यासाठी SIP कॅल्क्युलेटर वापरले जाऊ शकते. कॅल्क्युलेटर कसे कार्य करते ते येथे आहे:
चित्रण:
मासिक गुंतवणूक: ₹ 2,000
गुंतवणुकीचा कालावधी: 10 वर्षे
गुंतवणूक केलेली एकूण रक्कम: ₹ 2,40,000
दीर्घकालीन महागाई: ५% (अंदाजे)
दीर्घकालीन वाढीचा दर: 14% (अंदाजे)
एसआयपी कॅल्क्युलेटरनुसार अपेक्षित परतावा: ₹ ४,९८,५८५
SIP कॅल्क्युलेटरमध्ये तुम्हाला फक्त गुंतवणुकीची रक्कम आणि गुंतवणुकीचा कालावधी (अतिरिक्त इनपुट जसे महागाई आणि अपेक्षित) यासारखे काही मूलभूत इनपुट प्रविष्ट करणे आवश्यक आहेबाजार परतावा अधिक वास्तववादी चित्र देईल). या नोंदींचे आउटपुट ही मुदतपूर्ती आणि मिळालेल्या नफ्यावर अंतिम रक्कम असेल.
ध्येय लक्षात घेऊन अशीच गणना ध्येय गाठण्यासाठी एखाद्याने किती गुंतवणूक करावी हे ठरवण्यासाठी देखील केली जाऊ शकते. तुम्हाला खालीलप्रमाणे विशिष्ट ध्येय निवडावे लागेल आणि लक्ष्य कॅल्क्युलेटर वापरून तपशीलांचा अंदाज लावावा लागेल.
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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