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जोखीम भूक नुसार टॉप रँक असलेले म्युच्युअल फंड

Updated on August 30, 2025 , 7057 views

असतानागुंतवणूक, गुंतवणूकदार नेहमी वरच्या रँकच्या शोधात असतातम्युच्युअल फंड संतुलित पोर्टफोलिओ तयार करण्यासाठी आणि चांगले परतावा मिळवण्यासाठी. पोर्टफोलिओमध्ये उत्कृष्ट कामगिरी करणारे फंड निवडणे आणि जोडणे ही एक आवश्यक प्रक्रिया आहेम्युच्युअल फंडात गुंतवणूक. विशिष्ट गुंतवणुकीचे उद्दिष्ट पूर्ण करण्याचा हा एक धोरणात्मक मार्ग देखील आहे. गुंतवणुकदारांसाठी गुंतवणुकीची प्रक्रिया सोपी आणि सोपी बनवण्यासाठी, आम्ही वेगवेगळ्या गुंतवणूकदारांसाठी टॉप रँक असलेले म्युच्युअल फंड शॉर्टलिस्ट केले आहेत.जोखीम भूक. जोखीम-प्रतिरोधक गुंतवणूकदार असोत, कमी जोखीम घेणारे असोत, मध्यम जोखीम घेणारे ते उच्च जोखीम घेणारे असोत, गुंतवणूकदार गुंतवणुकीत जोखीम सहन करण्याच्या क्षमतेनुसार गुंतवणूक करू शकतात.

तथापि, गुंतवणूकदार स्वतंत्रपणे निधी निवडू शकतात, ते स्व-विश्लेषण करून. गुंतवणूकदारांनी शोधत असताना विचारात घेणे आवश्यक असलेले शीर्ष मापदंड येथे आहेतसर्वोत्तम कामगिरी करणारे म्युच्युअल फंड.

Risk-appetite

गुंतवणुकीसाठी सर्वोत्तम म्युच्युअल फंड - निवड निकष

गुंतवणूकदार हे ठरवू शकतातशीर्ष म्युच्युअल फंड स्वत:हून गुंतवणूक करणे. असे करण्यासाठी, तुम्हाला विविध पॅरामीटर्स विचारात घेणे आवश्यक आहे, जे योजनांची क्षमता निर्धारित करतात. भारतातील सर्व शीर्ष रँकिंग म्युच्युअल फंड योजनांमध्ये ही वैशिष्ट्ये आहेत, ज्यामुळे त्यांना पोर्टफोलिओमध्ये आवश्यक असलेल्या योजना बनवतात-

निधी कामगिरी

गुंतवणूकदारांनी ठराविक कालावधीसाठी फंडाच्या कामगिरीचे मूल्यांकन केले पाहिजे. 4-5 वर्षांहून अधिक काळ सातत्याने त्याच्या बेंचमार्कला मागे टाकणाऱ्या योजनेसाठी जाण्याचा सल्ला दिला जातो. शिवाय, फंड त्याच्या बेंचमार्कला मागे टाकण्यास सक्षम असल्यास प्रत्येक कालावधी पाहिला पाहिजे.

निधी व्यवस्थापक

फंडाच्या कामगिरीमध्ये फंड मॅनेजर एकंदरीत महत्त्वाची भूमिका बजावतो. म्हणून, तुम्ही ज्या योजनेची गुंतवणूक करू इच्छिता त्या योजनेचा निधी व्यवस्थापक कोण आहे आणि त्याचा मागील ट्रॅक रेकॉर्ड तुम्हाला माहीत असावा. गुंतवणूकदारांनी फंड व्यवस्थापकाद्वारे व्यवस्थापित केलेल्या फंडाच्या कामगिरीचे विश्लेषण केले पाहिजे. टॉप रँक असलेल्या म्युच्युअल फंडामध्ये मुख्यतः फंड मॅनेजर असतो जो त्याच्या कारकिर्दीत सातत्यपूर्ण असतो.

खर्चाचे प्रमाण

उत्कृष्ट कामगिरी करणाऱ्या योजनांमध्ये कमी किंवा जास्त खर्चाचे प्रमाण असू शकते, परंतु योजना गुंतवणूक करण्यासारख्या आहेत. खर्चाचे प्रमाण म्हणजे व्यवस्थापन शुल्क, परिचालन खर्च इ. असे शुल्क, मालमत्ता व्यवस्थापन कंपनी (AMC). बर्‍याच वेळा, गुंतवणूकदार अशा फंडासाठी जातात ज्यात कमी खर्चाचे प्रमाण असते, परंतु हे असे काहीतरी आहे जे इतर महत्त्वाच्या घटकांना मागे टाकू नये जसे की फंड कामगिरी इ.

मालमत्तेचा आकार

उत्कृष्ट कार्यप्रदर्शन करणारी योजना निवडताना, ज्याची AUM (अॅसेट अंडर मॅनेजमेंट) अंदाजे श्रेणी सारखीच आहे अशा योजनेसाठी जाण्याचा सल्ला दिला जातो.

गुंतवणुकदार त्रासमुक्त गुंतवणुकीच्या शोधात आहेत, 2022 मध्ये गुंतवणुकीसाठी हे सर्वोत्तम म्युच्युअल फंड आहेत. श्रेणी क्रमवारीनुसार हे फंड शॉर्टलिस्ट केले गेले आहेत.

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जोखीम प्रतिकूल गुंतवणूकदारांसाठी शीर्ष क्रमांकाचे म्युच्युअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Aditya Birla Sun Life Savings Fund Growth ₹554.91
↑ 0.27
₹20,7951.74.187.47.96.6%5M 26D7M 2D Ultrashort Bond
ICICI Prudential Ultra Short Term Fund Growth ₹28.0168
↑ 0.01
₹16,3821.73.97.57.17.56.63%4M 24D7M 6D Ultrashort Bond
SBI Magnum Ultra Short Duration Fund Growth ₹6,040.16
↑ 0.79
₹15,9021.63.87.47.17.46.13%4M 20D5M 12D Ultrashort Bond
Kotak Savings Fund Growth ₹43.3331
↑ 0.02
₹15,9541.53.77.26.97.26.36%5M 19D6M Ultrashort Bond
Nippon India Ultra Short Duration Fund Growth ₹4,071.92
↑ 1.99
₹10,2521.63.77.26.97.26.72%5M 12D8M 1D Ultrashort Bond
Axis Liquid Fund Growth ₹2,935.83
↑ 0.45
₹36,7571.53.3777.45.85%1M 12D1M 15D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Savings FundICICI Prudential Ultra Short Term FundSBI Magnum Ultra Short Duration FundKotak Savings FundNippon India Ultra Short Duration FundAxis Liquid Fund
Point 1Upper mid AUM (₹20,795 Cr).Upper mid AUM (₹16,382 Cr).Bottom quartile AUM (₹15,902 Cr).Lower mid AUM (₹15,954 Cr).Bottom quartile AUM (₹10,252 Cr).Highest AUM (₹36,757 Cr).
Point 2Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (26 yrs).Established history (21+ yrs).Established history (23+ yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 7.98% (top quartile).1Y return: 7.51% (upper mid).1Y return: 7.38% (upper mid).1Y return: 7.24% (lower mid).1Y return: 7.24% (bottom quartile).1Y return: 6.97% (bottom quartile).
Point 61M return: 0.44% (upper mid).1M return: 0.45% (upper mid).1M return: 0.44% (lower mid).1M return: 0.40% (bottom quartile).1M return: 0.43% (bottom quartile).1M return: 0.47% (top quartile).
Point 7Sharpe: 3.76 (top quartile).Sharpe: 2.80 (upper mid).Sharpe: 2.77 (lower mid).Sharpe: 2.11 (bottom quartile).Sharpe: 2.22 (bottom quartile).Sharpe: 3.64 (upper mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 6.60% (upper mid).Yield to maturity (debt): 6.63% (upper mid).Yield to maturity (debt): 6.13% (bottom quartile).Yield to maturity (debt): 6.36% (lower mid).Yield to maturity (debt): 6.72% (top quartile).Yield to maturity (debt): 5.85% (bottom quartile).
Point 10Modified duration: 0.49 yrs (bottom quartile).Modified duration: 0.40 yrs (upper mid).Modified duration: 0.39 yrs (upper mid).Modified duration: 0.47 yrs (bottom quartile).Modified duration: 0.45 yrs (lower mid).Modified duration: 0.12 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

  • Upper mid AUM (₹20,795 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.98% (top quartile).
  • 1M return: 0.44% (upper mid).
  • Sharpe: 3.76 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.60% (upper mid).
  • Modified duration: 0.49 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

  • Upper mid AUM (₹16,382 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.51% (upper mid).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 2.80 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.63% (upper mid).
  • Modified duration: 0.40 yrs (upper mid).

SBI Magnum Ultra Short Duration Fund

  • Bottom quartile AUM (₹15,902 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.38% (upper mid).
  • 1M return: 0.44% (lower mid).
  • Sharpe: 2.77 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.13% (bottom quartile).
  • Modified duration: 0.39 yrs (upper mid).

Kotak Savings Fund

  • Lower mid AUM (₹15,954 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.24% (lower mid).
  • 1M return: 0.40% (bottom quartile).
  • Sharpe: 2.11 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.36% (lower mid).
  • Modified duration: 0.47 yrs (bottom quartile).

Nippon India Ultra Short Duration Fund

  • Bottom quartile AUM (₹10,252 Cr).
  • Established history (23+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.24% (bottom quartile).
  • 1M return: 0.43% (bottom quartile).
  • Sharpe: 2.22 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.72% (top quartile).
  • Modified duration: 0.45 yrs (lower mid).

Axis Liquid Fund

  • Highest AUM (₹36,757 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.97% (bottom quartile).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.64 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.85% (bottom quartile).
  • Modified duration: 0.12 yrs (top quartile).

कमी ते मध्यम गुंतवणूकदारांसाठी शीर्ष क्रमांकाचे म्युच्युअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Axis Short Term Fund Growth ₹31.2432
↓ -0.01
₹11,76014.78.57.486.76%2Y 2M 5D2Y 10M 20D Short term Bond
Nippon India Prime Debt Fund Growth ₹60.4861
↓ 0.00
₹10,0130.44.58.47.78.46.81%3Y 6M 7D4Y 7M 20D Corporate Bond
HDFC Short Term Debt Fund Growth ₹32.3398
↑ 0.00
₹18,1430.94.58.37.68.36.8%2Y 4M 10D3Y 6M 25D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹3,806.22
↑ 0.80
₹17,8110.64.48.27.58.36.83%3Y 3M 4D4Y 11M 16D Corporate Bond
ICICI Prudential Corporate Bond Fund Growth ₹30.1244
↑ 0.01
₹33,5740.94.48.27.886.78%2Y 5M 26D4Y 6M 29D Corporate Bond
ICICI Prudential Short Term Fund Growth ₹60.7893
↑ 0.02
₹22,0701.14.58.27.77.87.11%2Y 2M 5D4Y 25D Short term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Short Term FundNippon India Prime Debt FundHDFC Short Term Debt FundKotak Corporate Bond Fund Standard ICICI Prudential Corporate Bond FundICICI Prudential Short Term Fund
Point 1Bottom quartile AUM (₹11,760 Cr).Bottom quartile AUM (₹10,013 Cr).Upper mid AUM (₹18,143 Cr).Lower mid AUM (₹17,811 Cr).Highest AUM (₹33,574 Cr).Upper mid AUM (₹22,070 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (24 yrs).Established history (15+ yrs).Established history (17+ yrs).Established history (16+ yrs).Established history (23+ yrs).
Point 3Rating: 3★ (bottom quartile).Top rated.Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 4★ (lower mid).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderate.
Point 51Y return: 8.52% (top quartile).1Y return: 8.39% (upper mid).1Y return: 8.25% (upper mid).1Y return: 8.24% (lower mid).1Y return: 8.20% (bottom quartile).1Y return: 8.18% (bottom quartile).
Point 61M return: 0.02% (upper mid).1M return: -0.30% (bottom quartile).1M return: 0.00% (upper mid).1M return: -0.19% (bottom quartile).1M return: 0.00% (lower mid).1M return: 0.05% (top quartile).
Point 7Sharpe: 2.19 (top quartile).Sharpe: 1.79 (bottom quartile).Sharpe: 2.01 (lower mid).Sharpe: 1.80 (bottom quartile).Sharpe: 2.12 (upper mid).Sharpe: 2.15 (upper mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 6.76% (bottom quartile).Yield to maturity (debt): 6.81% (upper mid).Yield to maturity (debt): 6.80% (lower mid).Yield to maturity (debt): 6.83% (upper mid).Yield to maturity (debt): 6.78% (bottom quartile).Yield to maturity (debt): 7.11% (top quartile).
Point 10Modified duration: 2.18 yrs (top quartile).Modified duration: 3.52 yrs (bottom quartile).Modified duration: 2.36 yrs (upper mid).Modified duration: 3.26 yrs (bottom quartile).Modified duration: 2.49 yrs (lower mid).Modified duration: 2.18 yrs (upper mid).

Axis Short Term Fund

  • Bottom quartile AUM (₹11,760 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.52% (top quartile).
  • 1M return: 0.02% (upper mid).
  • Sharpe: 2.19 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.76% (bottom quartile).
  • Modified duration: 2.18 yrs (top quartile).

Nippon India Prime Debt Fund

  • Bottom quartile AUM (₹10,013 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.39% (upper mid).
  • 1M return: -0.30% (bottom quartile).
  • Sharpe: 1.79 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.81% (upper mid).
  • Modified duration: 3.52 yrs (bottom quartile).

HDFC Short Term Debt Fund

  • Upper mid AUM (₹18,143 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.25% (upper mid).
  • 1M return: 0.00% (upper mid).
  • Sharpe: 2.01 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.80% (lower mid).
  • Modified duration: 2.36 yrs (upper mid).

Kotak Corporate Bond Fund Standard

  • Lower mid AUM (₹17,811 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.24% (lower mid).
  • 1M return: -0.19% (bottom quartile).
  • Sharpe: 1.80 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.83% (upper mid).
  • Modified duration: 3.26 yrs (bottom quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹33,574 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.20% (bottom quartile).
  • 1M return: 0.00% (lower mid).
  • Sharpe: 2.12 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.78% (bottom quartile).
  • Modified duration: 2.49 yrs (lower mid).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹22,070 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.18% (bottom quartile).
  • 1M return: 0.05% (top quartile).
  • Sharpe: 2.15 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.11% (top quartile).
  • Modified duration: 2.18 yrs (upper mid).

मध्यम ते उच्च गुंतवणूकदारांसाठी शीर्ष क्रमांकाचे म्युच्युअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹40.202
↓ -0.01
₹2,7440.94.712.79.212.110.5 Medium term Bond
Axis Strategic Bond Fund Growth ₹28.2409
↓ -0.01
₹1,9380.74.58.47.76.88.7 Medium term Bond
ICICI Prudential Gilt Fund Growth ₹102.478
↑ 0.07
₹7,330-13.56.97.66.18.2 Government Bond
ICICI Prudential Medium Term Bond Fund Growth ₹45.2032
↓ -0.01
₹5,6880.94.58.47.56.88 Medium term Bond
SBI Magnum Medium Duration Fund Growth ₹51.3842
↓ -0.01
₹6,5890.23.87.57.36.38.1 Medium term Bond
Kotak Medium Term Fund Growth ₹22.9167
↓ -0.01
₹1,8170.84.48.27.36.59 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanAxis Strategic Bond FundICICI Prudential Gilt FundICICI Prudential Medium Term Bond FundSBI Magnum Medium Duration FundKotak Medium Term Fund
Point 1Lower mid AUM (₹2,744 Cr).Bottom quartile AUM (₹1,938 Cr).Highest AUM (₹7,330 Cr).Upper mid AUM (₹5,688 Cr).Upper mid AUM (₹6,589 Cr).Bottom quartile AUM (₹1,817 Cr).
Point 2Established history (16+ yrs).Established history (13+ yrs).Oldest track record among peers (26 yrs).Established history (20+ yrs).Established history (21+ yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 12.68% (top quartile).1Y return: 8.40% (upper mid).1Y return: 6.91% (bottom quartile).1Y return: 8.45% (upper mid).1Y return: 7.54% (bottom quartile).1Y return: 8.21% (lower mid).
Point 61M return: -0.15% (lower mid).1M return: -0.09% (upper mid).1M return: -1.25% (bottom quartile).1M return: -0.07% (top quartile).1M return: -0.29% (bottom quartile).1M return: -0.09% (upper mid).
Point 7Sharpe: 2.94 (top quartile).Sharpe: 1.96 (upper mid).Sharpe: 1.16 (bottom quartile).Sharpe: 2.39 (upper mid).Sharpe: 1.35 (bottom quartile).Sharpe: 1.81 (lower mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 7.44% (lower mid).Yield to maturity (debt): 7.64% (upper mid).Yield to maturity (debt): 6.63% (bottom quartile).Yield to maturity (debt): 7.67% (upper mid).Yield to maturity (debt): 7.29% (bottom quartile).Yield to maturity (debt): 7.73% (top quartile).
Point 10Modified duration: 3.55 yrs (lower mid).Modified duration: 3.01 yrs (top quartile).Modified duration: 4.18 yrs (bottom quartile).Modified duration: 3.10 yrs (upper mid).Modified duration: 3.79 yrs (bottom quartile).Modified duration: 3.31 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

  • Lower mid AUM (₹2,744 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 12.68% (top quartile).
  • 1M return: -0.15% (lower mid).
  • Sharpe: 2.94 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.44% (lower mid).
  • Modified duration: 3.55 yrs (lower mid).

Axis Strategic Bond Fund

  • Bottom quartile AUM (₹1,938 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.40% (upper mid).
  • 1M return: -0.09% (upper mid).
  • Sharpe: 1.96 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.64% (upper mid).
  • Modified duration: 3.01 yrs (top quartile).

ICICI Prudential Gilt Fund

  • Highest AUM (₹7,330 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.91% (bottom quartile).
  • 1M return: -1.25% (bottom quartile).
  • Sharpe: 1.16 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.63% (bottom quartile).
  • Modified duration: 4.18 yrs (bottom quartile).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,688 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.45% (upper mid).
  • 1M return: -0.07% (top quartile).
  • Sharpe: 2.39 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.67% (upper mid).
  • Modified duration: 3.10 yrs (upper mid).

SBI Magnum Medium Duration Fund

  • Upper mid AUM (₹6,589 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.54% (bottom quartile).
  • 1M return: -0.29% (bottom quartile).
  • Sharpe: 1.35 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.29% (bottom quartile).
  • Modified duration: 3.79 yrs (bottom quartile).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,817 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.21% (lower mid).
  • 1M return: -0.09% (upper mid).
  • Sharpe: 1.81 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.73% (top quartile).
  • Modified duration: 3.31 yrs (upper mid).

उच्च जोखमीच्या गुंतवणूकदारांसाठी शीर्ष क्रमांकाचे म्युच्युअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Motilal Oswal Midcap 30 Fund  Growth ₹104.585
↑ 2.59
₹33,6094.917.92.628.433.657.1 Mid Cap
Nippon India Small Cap Fund Growth ₹166.887
↑ 2.49
₹65,9220.619.7-7.322.832.626.1 Small Cap
HDFC Small Cap Fund Growth ₹141.08
↑ 1.81
₹36,3534.524-0.623.130.420.4 Small Cap
Franklin India Smaller Companies Fund Growth ₹167.555
↑ 1.93
₹13,825-1.717-9.722.429.423.2 Small Cap
Edelweiss Mid Cap Fund Growth ₹100.155
↑ 1.59
₹11,0272.420.80.523.429.238.9 Mid Cap
Nippon India Multi Cap Fund Growth ₹298.601
↑ 2.72
₹45,8811.319.1-0.222.82925.8 Multi Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Nippon India Small Cap FundHDFC Small Cap FundFranklin India Smaller Companies FundEdelweiss Mid Cap FundNippon India Multi Cap Fund
Point 1Lower mid AUM (₹33,609 Cr).Highest AUM (₹65,922 Cr).Upper mid AUM (₹36,353 Cr).Bottom quartile AUM (₹13,825 Cr).Bottom quartile AUM (₹11,027 Cr).Upper mid AUM (₹45,881 Cr).
Point 2Established history (11+ yrs).Established history (14+ yrs).Established history (17+ yrs).Established history (19+ yrs).Established history (17+ yrs).Oldest track record among peers (20 yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 33.62% (top quartile).5Y return: 32.56% (upper mid).5Y return: 30.35% (upper mid).5Y return: 29.44% (lower mid).5Y return: 29.19% (bottom quartile).5Y return: 29.04% (bottom quartile).
Point 63Y return: 28.41% (top quartile).3Y return: 22.78% (bottom quartile).3Y return: 23.12% (upper mid).3Y return: 22.39% (bottom quartile).3Y return: 23.43% (upper mid).3Y return: 22.83% (lower mid).
Point 71Y return: 2.59% (top quartile).1Y return: -7.32% (bottom quartile).1Y return: -0.63% (lower mid).1Y return: -9.70% (bottom quartile).1Y return: 0.50% (upper mid).1Y return: -0.15% (upper mid).
Point 8Alpha: 3.70 (upper mid).Alpha: -3.84 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: -5.51 (bottom quartile).Alpha: 5.32 (top quartile).Alpha: 2.00 (upper mid).
Point 9Sharpe: -0.11 (upper mid).Sharpe: -0.51 (bottom quartile).Sharpe: -0.17 (upper mid).Sharpe: -0.59 (bottom quartile).Sharpe: -0.06 (top quartile).Sharpe: -0.27 (lower mid).
Point 10Information ratio: 0.44 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.06 (bottom quartile).Information ratio: 0.20 (upper mid).Information ratio: 0.95 (top quartile).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.62% (top quartile).
  • 3Y return: 28.41% (top quartile).
  • 1Y return: 2.59% (top quartile).
  • Alpha: 3.70 (upper mid).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (upper mid).

Nippon India Small Cap Fund

  • Highest AUM (₹65,922 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 32.56% (upper mid).
  • 3Y return: 22.78% (bottom quartile).
  • 1Y return: -7.32% (bottom quartile).
  • Alpha: -3.84 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.35% (upper mid).
  • 3Y return: 23.12% (upper mid).
  • 1Y return: -0.63% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,825 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.44% (lower mid).
  • 3Y return: 22.39% (bottom quartile).
  • 1Y return: -9.70% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,027 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 29.19% (bottom quartile).
  • 3Y return: 23.43% (upper mid).
  • 1Y return: 0.50% (upper mid).
  • Alpha: 5.32 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.20 (upper mid).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,881 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.04% (bottom quartile).
  • 3Y return: 22.83% (lower mid).
  • 1Y return: -0.15% (upper mid).
  • Alpha: 2.00 (upper mid).
  • Sharpe: -0.27 (lower mid).
  • Information ratio: 0.95 (top quartile).

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