Top 15 Mutual Fund Houses in India

Updated on February 2, 2026 , 43303 views

Mutual Funds has been gaining a lot of popularity in India since past few years. Its profitable returns and affordability are attracting many people to invest. But, when planning to invest in Mutual Funds, most people think that a good Mutual Fund company can give a guaranteed return. This is not actually the fact. While a good brand name, can be one of the parameters to invest, but there are many other various factors that decide the Best Performing Mutual Funds to invest in.

Factors like AUM, the expertise of the fund manager, fund age, stared funds with the AMCs, past performances, etc., play an equal role in choosing the ultimate fund to invest. Keeping such parameters in mind, we have shortlisted the top 15 Mutual Fund houses in India, along with some of the best Mutual Fund schemes by the respective AMCs.

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Best Mutual Fund Companies in India

Following are the Best Mutual Fund Companies in India-

Note: All the funds shown below are having Net Assets of 500 Crore or more.

Fund Selection Methodology used to find 5 funds

Asset Management Company : SBI
AUM Range: 500 to 100000 Cr
Sorted On : drat (high to low)
Tags: fcpro
No Of Funds: 5

SBI Mutual Fund

SBI Mutual Fund is one of the well-recognised company in India. The company is present in the Indian Mutual Fund industry for more than three decades now. The AMC offers schemes across various categories of funds to cater the diverse requirements of the individuals. Investors who wish to invest in SBI Mutual Fund schemes, here are some of the top funds that you can choose as per your investment needs & objectives.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Debt Hybrid Fund Growth	₹74.4332 ↑ 0.29	₹9,851	500	0.4	2.2	7.3	9.9	9.2	6.7
SBI Small Cap Fund Growth	₹162.479 ↑ 0.06	₹36,268	500	-7	-4.9	-1.3	13.5	16.6	-4.9
SBI Multi Asset Allocation Fund Growth	₹67.1541 ↑ 0.70	₹13,033	500	6.7	13.4	21.4	20	15.1	18.6
SBI Magnum COMMA Fund Growth	₹113.504 ↑ 1.89	₹863	500	4.8	9.6	21	19.9	18.2	12.3
SBI Large and Midcap Fund Growth	₹652.613 ↑ 14.92	₹37,443	500	1.7	6.4	14.6	18.8	18.2	10.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Multi Asset Allocation Fund	SBI Magnum COMMA Fund	SBI Large and Midcap Fund
Point 1	Bottom quartile AUM (₹9,851 Cr).	Upper mid AUM (₹36,268 Cr).	Lower mid AUM (₹13,033 Cr).	Bottom quartile AUM (₹863 Cr).	Highest AUM (₹37,443 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Established history (20+ 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: Moderate.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.	Risk profile: Moderately High.
Point 5	5Y return: 9.22% (bottom quartile).	5Y return: 16.62% (lower mid).	5Y return: 15.14% (bottom quartile).	5Y return: 18.22% (top quartile).	5Y return: 18.17% (upper mid).
Point 6	3Y return: 9.88% (bottom quartile).	3Y return: 13.48% (bottom quartile).	3Y return: 20.04% (top quartile).	3Y return: 19.91% (upper mid).	3Y return: 18.81% (lower mid).
Point 7	1Y return: 7.26% (bottom quartile).	1Y return: -1.34% (bottom quartile).	1Y return: 21.43% (top quartile).	1Y return: 21.05% (upper mid).	1Y return: 14.56% (lower mid).
Point 8	1M return: -0.13% (lower mid).	Alpha: 0.00 (lower mid).	1M return: 2.10% (top quartile).	Alpha: -4.27 (bottom quartile).	Alpha: 2.06 (top quartile).
Point 9	Alpha: 0.00 (upper mid).	Sharpe: -0.54 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: 0.43 (upper mid).	Sharpe: 0.37 (lower mid).
Point 10	Sharpe: 0.16 (bottom quartile).	Information ratio: 0.00 (upper mid).	Sharpe: 1.60 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: -0.38 (bottom quartile).

SBI Debt Hybrid Fund

Bottom quartile AUM (₹9,851 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 9.22% (bottom quartile).
3Y return: 9.88% (bottom quartile).
1Y return: 7.26% (bottom quartile).
1M return: -0.13% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.16 (bottom quartile).

SBI Small Cap Fund

Upper mid AUM (₹36,268 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.62% (lower mid).
3Y return: 13.48% (bottom quartile).
1Y return: -1.34% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.54 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI Multi Asset Allocation Fund

Lower mid AUM (₹13,033 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
5Y return: 15.14% (bottom quartile).
3Y return: 20.04% (top quartile).
1Y return: 21.43% (top quartile).
1M return: 2.10% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.60 (top quartile).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹863 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 18.22% (top quartile).
3Y return: 19.91% (upper mid).
1Y return: 21.05% (upper mid).
Alpha: -4.27 (bottom quartile).
Sharpe: 0.43 (upper mid).
Information ratio: 0.00 (bottom quartile).

SBI Large and Midcap Fund

Highest AUM (₹37,443 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.17% (upper mid).
3Y return: 18.81% (lower mid).
1Y return: 14.56% (lower mid).
Alpha: 2.06 (top quartile).
Sharpe: 0.37 (lower mid).
Information ratio: -0.38 (bottom quartile).

HDFC Mutual Fund

HDFC Mutual Fund is one of the most well-known AMCs in India. It launched its first scheme in 2000 and since then, the fund house has been showing a promising growth. Over the years, HDFC MF has won the trust of several investors and has placed itself amongst the top performers in India. Investors who are keen to invest in HDFC Mutual Fund, here are some of the best schemes to choose.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Banking and PSU Debt Fund Growth	₹23.688 ↑ 0.04	₹5,719	300	0.6	1.8	6.8	7.2	5.9	7.5
HDFC Corporate Bond Fund Growth	₹33.4191 ↑ 0.05	₹34,805	300	0.4	1.5	6.5	7.5	6.2	7.3
HDFC Credit Risk Debt Fund Growth	₹24.9607 ↑ 0.04	₹6,974	300	1.1	2.7	7.5	7.5	6.7	8
HDFC Small Cap Fund Growth	₹136.359 ↑ 0.14	₹37,753	300	-5.4	-3.1	7.3	19.9	22.3	-0.6
HDFC Equity Savings Fund Growth	₹67.86 ↑ 0.02	₹5,897	300	1.1	3.4	7.1	10.4	9.8	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Credit Risk Debt Fund	HDFC Small Cap Fund	HDFC Equity Savings Fund
Point 1	Bottom quartile AUM (₹5,719 Cr).	Upper mid AUM (₹34,805 Cr).	Lower mid AUM (₹6,974 Cr).	Highest AUM (₹37,753 Cr).	Bottom quartile AUM (₹5,897 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Established history (17+ yrs).	Oldest track record among peers (21 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: 6.81% (bottom quartile).	1Y return: 6.50% (bottom quartile).	1Y return: 7.51% (top quartile).	5Y return: 22.32% (top quartile).	5Y return: 9.82% (upper mid).
Point 6	1M return: 0.13% (upper mid).	1M return: -0.03% (lower mid).	1M return: 0.36% (top quartile).	3Y return: 19.87% (top quartile).	3Y return: 10.40% (upper mid).
Point 7	Sharpe: 0.74 (upper mid).	Sharpe: 0.63 (lower mid).	Sharpe: 1.63 (top quartile).	1Y return: 7.33% (upper mid).	1Y return: 7.15% (lower mid).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	1M return: -0.35% (bottom quartile).
Point 9	Yield to maturity (debt): 6.99% (lower mid).	Yield to maturity (debt): 7.13% (upper mid).	Yield to maturity (debt): 8.10% (top quartile).	Sharpe: -0.23 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 3.22 yrs (bottom quartile).	Modified duration: 4.53 yrs (bottom quartile).	Modified duration: 2.46 yrs (upper mid).	Information ratio: 0.00 (bottom quartile).	Sharpe: 0.17 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,719 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 6.81% (bottom quartile).
1M return: 0.13% (upper mid).
Sharpe: 0.74 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.99% (lower mid).
Modified duration: 3.22 yrs (bottom quartile).

HDFC Corporate Bond Fund

Upper mid AUM (₹34,805 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 6.50% (bottom quartile).
1M return: -0.03% (lower mid).
Sharpe: 0.63 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.13% (upper mid).
Modified duration: 4.53 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

Lower mid AUM (₹6,974 Cr).
Established history (11+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 7.51% (top quartile).
1M return: 0.36% (top quartile).
Sharpe: 1.63 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.10% (top quartile).
Modified duration: 2.46 yrs (upper mid).

HDFC Small Cap Fund

Highest AUM (₹37,753 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.32% (top quartile).
3Y return: 19.87% (top quartile).
1Y return: 7.33% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.23 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,897 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.82% (upper mid).
3Y return: 10.40% (upper mid).
1Y return: 7.15% (lower mid).
1M return: -0.35% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.17 (bottom quartile).

ICICI Prudential Mutual Fund

Launched in the year 1993, ICICI Mutual Fund is one of the biggest Asset Management Companies in the country. The fund house offers a broad spectrum of solutions for both corporate and retail investments. ICICI Mutual Fund Company has been maintaining a strong customer base by delivering satisfying product solutions and innovative schemes. There are various Mutual Fund schemes offered by the AMC like equity, debt, hybrid, ELSS, liquid, etc. Here are a few top performing schemes of ICICI MF that you could prefer Investing in.

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	₹138.09 ↑ 0.50	₹11,154	100	0.5	3.8	15	16	13.3	15.9
ICICI Prudential Nifty Next 50 Index Fund Growth	₹60.8165 ↑ 0.39	₹8,190	100	-1.3	3.4	9	21.6	15.2	2.1
ICICI Prudential MIP 25 Growth	₹77.9876 ↑ 0.11	₹3,359	100	0.7	2.7	7.8	10.3	8.9	7.9
ICICI Prudential Long Term Plan Growth	₹37.9214 ↑ 0.05	₹14,929	100	0.9	1.6	6.5	7.5	6.4	7.2
ICICI Prudential US Bluechip Equity Fund Growth	₹72.87 ↓ -2.10	₹3,521	100	6.1	11.6	13.2	13.7	13.7	15.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential MIP 25	ICICI Prudential Long Term Plan	ICICI Prudential US Bluechip Equity Fund
Point 1	Upper mid AUM (₹11,154 Cr).	Lower mid AUM (₹8,190 Cr).	Bottom quartile AUM (₹3,359 Cr).	Highest AUM (₹14,929 Cr).	Bottom quartile AUM (₹3,521 Cr).
Point 2	Established history (17+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (16+ 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: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.
Point 5	5Y return: 13.32% (lower mid).	5Y return: 15.21% (top quartile).	5Y return: 8.87% (bottom quartile).	1Y return: 6.54% (bottom quartile).	5Y return: 13.72% (upper mid).
Point 6	3Y return: 16.03% (upper mid).	3Y return: 21.57% (top quartile).	3Y return: 10.32% (bottom quartile).	1M return: 0.05% (upper mid).	3Y return: 13.67% (lower mid).
Point 7	1Y return: 14.98% (top quartile).	1Y return: 9.01% (lower mid).	1Y return: 7.78% (bottom quartile).	Sharpe: 0.53 (bottom quartile).	1Y return: 13.24% (upper mid).
Point 8	Alpha: -0.56 (lower mid).	1M return: -1.63% (bottom quartile).	1M return: -0.14% (lower mid).	Information ratio: 0.00 (lower mid).	Alpha: -2.77 (bottom quartile).
Point 9	Sharpe: 0.88 (top quartile).	Alpha: -0.80 (bottom quartile).	Alpha: 0.00 (top quartile).	Yield to maturity (debt): 7.62% (top quartile).	Sharpe: 0.81 (upper mid).
Point 10	Information ratio: 0.16 (top quartile).	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.57 (lower mid).	Modified duration: 4.91 yrs (bottom quartile).	Information ratio: -1.01 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹11,154 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 13.32% (lower mid).
3Y return: 16.03% (upper mid).
1Y return: 14.98% (top quartile).
Alpha: -0.56 (lower mid).
Sharpe: 0.88 (top quartile).
Information ratio: 0.16 (top quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹8,190 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.21% (top quartile).
3Y return: 21.57% (top quartile).
1Y return: 9.01% (lower mid).
1M return: -1.63% (bottom quartile).
Alpha: -0.80 (bottom quartile).
Sharpe: -0.12 (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,359 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.87% (bottom quartile).
3Y return: 10.32% (bottom quartile).
1Y return: 7.78% (bottom quartile).
1M return: -0.14% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.57 (lower mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,929 Cr).
Established history (16+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.54% (bottom quartile).
1M return: 0.05% (upper mid).
Sharpe: 0.53 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.62% (top quartile).
Modified duration: 4.91 yrs (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,521 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 13.72% (upper mid).
3Y return: 13.67% (lower mid).
1Y return: 13.24% (upper mid).
Alpha: -2.77 (bottom quartile).
Sharpe: 0.81 (upper mid).
Information ratio: -1.01 (bottom quartile).

Reliance Mutual Fund

Since its launch in the year 1995, Reliance Mutual Fund has been one of the fastest growing Mutual Fund company in the country. The fund house has an impressive track record of consistent returns. Reliance Mutual Fund offers a variety of schemes that can cater to the diverse needs of the investors. Investors can choose funds as per their investment objectives and invest according to their risk appetite.

No Funds available.

Aditya Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund offers solutions that can help investors achieve their financial success. The fund house specializes in various investment objectives like tax savings, personal savings, wealth creation, etc. They offer a bundle of Mutual Fund schemes like equity, debt, hybrid, ELSS, Liquid Funds, etc. The AMC is always known for its consistent performance. So, investors can prefer adding the schemes of BSL Mutual Fund in their Portfolio to earn optimal returns.

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	₹64.26 ↑ 0.15	₹3,694	1,000	2	7.6	19.3	17.5	13.4	17.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,560.55 ↑ 3.08	₹7,533	100	0.2	3.1	8.5	14.8	11.6	7.2
Aditya Birla Sun Life Regular Savings Fund Growth	₹68.8308 ↑ 0.14	₹1,541	500	0.5	2.4	8.4	9.2	8.6	7.1
Aditya Birla Sun Life Savings Fund Growth	₹568.669 ↑ 0.36	₹23,615	1,000	1.3	2.9	7.1	7.4	6.3	7.4
Aditya Birla Sun Life Money Manager Fund Growth	₹383.625 ↑ 0.15	₹27,449	1,000	1.3	2.8	7.1	7.4	6.3	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund
Point 1	Bottom quartile AUM (₹3,694 Cr).	Lower mid AUM (₹7,533 Cr).	Bottom quartile AUM (₹1,541 Cr).	Upper mid AUM (₹23,615 Cr).	Highest AUM (₹27,449 Cr).
Point 2	Established history (12+ yrs).	Oldest track record among peers (31 yrs).	Established history (21+ yrs).	Established history (22+ yrs).	Established history (20+ 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 High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.
Point 5	5Y return: 13.42% (top quartile).	5Y return: 11.62% (upper mid).	5Y return: 8.57% (lower mid).	1Y return: 7.15% (bottom quartile).	1Y return: 7.07% (bottom quartile).
Point 6	3Y return: 17.45% (top quartile).	3Y return: 14.83% (upper mid).	3Y return: 9.21% (lower mid).	1M return: 0.40% (top quartile).	1M return: 0.37% (upper mid).
Point 7	1Y return: 19.29% (top quartile).	1Y return: 8.48% (upper mid).	1Y return: 8.37% (lower mid).	Sharpe: 3.14 (top quartile).	Sharpe: 3.04 (upper mid).
Point 8	Alpha: -1.32 (bottom quartile).	1M return: -1.23% (bottom quartile).	1M return: 0.28% (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.84 (lower mid).	Alpha: -1.63 (bottom quartile).	Alpha: -0.05 (lower mid).	Yield to maturity (debt): 6.81% (lower mid).	Yield to maturity (debt): 6.62% (bottom quartile).
Point 10	Information ratio: 0.25 (upper mid).	Sharpe: 0.15 (bottom quartile).	Sharpe: 0.29 (bottom quartile).	Modified duration: 0.47 yrs (upper mid).	Modified duration: 0.53 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,694 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: High.
5Y return: 13.42% (top quartile).
3Y return: 17.45% (top quartile).
1Y return: 19.29% (top quartile).
Alpha: -1.32 (bottom quartile).
Sharpe: 0.84 (lower mid).
Information ratio: 0.25 (upper mid).

Aditya Birla Sun Life Equity Hybrid 95 Fund

Lower mid AUM (₹7,533 Cr).
Oldest track record among peers (31 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.62% (upper mid).
3Y return: 14.83% (upper mid).
1Y return: 8.48% (upper mid).
1M return: -1.23% (bottom quartile).
Alpha: -1.63 (bottom quartile).
Sharpe: 0.15 (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,541 Cr).
Established history (21+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.57% (lower mid).
3Y return: 9.21% (lower mid).
1Y return: 8.37% (lower mid).
1M return: 0.28% (lower mid).
Alpha: -0.05 (lower mid).
Sharpe: 0.29 (bottom quartile).

Aditya Birla Sun Life Savings Fund

Upper mid AUM (₹23,615 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.15% (bottom quartile).
1M return: 0.40% (top quartile).
Sharpe: 3.14 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.81% (lower mid).
Modified duration: 0.47 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹27,449 Cr).
Established history (20+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Low.
1Y return: 7.07% (bottom quartile).
1M return: 0.37% (upper mid).
Sharpe: 3.04 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.62% (bottom quartile).
Modified duration: 0.53 yrs (lower mid).

DSP BlackRock Mutual Fund

DSPBR is the largest listed AMC in the world. It offers a variety of Mutual Fund schemes to cater the diverse investment needs of the investors. It has a performance record of more than two decades in investment excellence. Here are some of the best performing DSPBR Mutual Fund schemes that you can consider while investing.

No Funds available.

Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund is present in the Indian Mutual Fund industry since over two decades now. Over the years, the company has gained an immense trust amongst investors. Franklin Templeton focuses on various factors such as long-term growth, short-term market fluctuations, cash flows, revenues, etc. Investors can choose from a host of options like equities, debt, hybrid, ELSS, liquid funds, etc., according to their investment needs.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin Build India Fund Growth	₹146.357 ↑ 1.86	₹3,036	500	0.6	4	12.7	27.4	24.1	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹78.0429 ↓ -1.41	₹4,465	500	-3.5	3.2	4.5	21	9.2	11.4
Franklin India Smaller Companies Fund Growth	₹162.147 ↑ 1.40	₹13,238	500	-5.9	-5.1	-1.1	19.6	20.6	-8.4
Franklin India Bluechip Fund Growth	₹1,050.78 ↑ 19.37	₹7,972	500	-0.1	3.8	10.4	15	12	8.4
Templeton India Value Fund Growth	₹732.643 ↑ 1.11	₹2,326	500	0.7	4.1	7.3	18.3	18.5	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

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 Bluechip Fund	Templeton India Value Fund
Point 1	Bottom quartile AUM (₹3,036 Cr).	Lower mid AUM (₹4,465 Cr).	Highest AUM (₹13,238 Cr).	Upper mid AUM (₹7,972 Cr).	Bottom quartile AUM (₹2,326 Cr).
Point 2	Established history (16+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Oldest track record among peers (32 yrs).	Established history (29+ 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: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 24.15% (top quartile).	5Y return: 9.19% (bottom quartile).	5Y return: 20.60% (upper mid).	5Y return: 12.03% (bottom quartile).	5Y return: 18.49% (lower mid).
Point 6	3Y return: 27.43% (top quartile).	3Y return: 21.04% (upper mid).	3Y return: 19.63% (lower mid).	3Y return: 15.02% (bottom quartile).	3Y return: 18.32% (bottom quartile).
Point 7	1Y return: 12.74% (top quartile).	1Y return: 4.55% (bottom quartile).	1Y return: -1.12% (bottom quartile).	1Y return: 10.37% (upper mid).	1Y return: 7.34% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -9.96 (bottom quartile).	Alpha: -5.23 (bottom quartile).	Alpha: -1.44 (lower mid).	Alpha: -0.62 (upper mid).
Point 9	Sharpe: -0.05 (bottom quartile).	Sharpe: 0.36 (top quartile).	Sharpe: -0.60 (bottom quartile).	Sharpe: 0.24 (upper mid).	Sharpe: 0.12 (lower mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: -2.15 (bottom quartile).	Information ratio: -0.26 (bottom quartile).	Information ratio: 0.20 (upper mid).	Information ratio: 0.35 (top quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,036 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 24.15% (top quartile).
3Y return: 27.43% (top quartile).
1Y return: 12.74% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.05 (bottom quartile).
Information ratio: 0.00 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,465 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 9.19% (bottom quartile).
3Y return: 21.04% (upper mid).
1Y return: 4.55% (bottom quartile).
Alpha: -9.96 (bottom quartile).
Sharpe: 0.36 (top quartile).
Information ratio: -2.15 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,238 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.60% (upper mid).
3Y return: 19.63% (lower mid).
1Y return: -1.12% (bottom quartile).
Alpha: -5.23 (bottom quartile).
Sharpe: -0.60 (bottom quartile).
Information ratio: -0.26 (bottom quartile).

Franklin India Bluechip Fund

Upper mid AUM (₹7,972 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.03% (bottom quartile).
3Y return: 15.02% (bottom quartile).
1Y return: 10.37% (upper mid).
Alpha: -1.44 (lower mid).
Sharpe: 0.24 (upper mid).
Information ratio: 0.20 (upper mid).

Templeton India Value Fund

Bottom quartile AUM (₹2,326 Cr).
Established history (29+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.49% (lower mid).
3Y return: 18.32% (bottom quartile).
1Y return: 7.34% (lower mid).
Alpha: -0.62 (upper mid).
Sharpe: 0.12 (lower mid).
Information ratio: 0.35 (top quartile).

Kotak Mutual Fund

Since its launch in the year 1998, Kotak Mutual Fund has grown into one of the well-known AMCs in India. The company offers a variety of Mutual Fund schemes to cater the diverse requirements of the investors. Some of the categories of the Mutual Fund includes equity, debt, hybrid, liquid, ELSS and so on. Investors can plan their investments and refer to these top-performing schemes by Kotak Mutual Fund.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Kotak Standard Multicap Fund Growth	₹88.384 ↑ 0.35	₹56,460	500	2.2	5	14.3	17.8	14.4	9.5
Kotak Equity Opportunities Fund Growth	₹355.709 ↑ 1.15	₹30,039	1,000	1.5	5.4	13.4	20.2	17.6	5.6
Kotak Asset Allocator Fund - FOF Growth	₹260.926 ↑ 8.67	₹2,255	1,000	4.3	13.1	19.6	19.9	18.7	15.4
Kotak Emerging Equity Scheme Growth	₹135.668 ↑ 0.52	₹60,637	1,000	-2.1	0	10.8	22	20.2	1.8
Kotak Corporate Bond Fund Standard Growth	₹3,895.06 ↑ 6.35	₹18,841	1,000	0.8	2	7.2	7.6	6.2	7.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Kotak Equity Opportunities Fund	Kotak Asset Allocator Fund - FOF	Kotak Emerging Equity Scheme	Kotak Corporate Bond Fund Standard
Point 1	Upper mid AUM (₹56,460 Cr).	Lower mid AUM (₹30,039 Cr).	Bottom quartile AUM (₹2,255 Cr).	Highest AUM (₹60,637 Cr).	Bottom quartile AUM (₹18,841 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (21 yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (18+ 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 High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 14.39% (bottom quartile).	5Y return: 17.56% (lower mid).	5Y return: 18.65% (upper mid).	5Y return: 20.19% (top quartile).	1Y return: 7.20% (bottom quartile).
Point 6	3Y return: 17.77% (bottom quartile).	3Y return: 20.22% (upper mid).	3Y return: 19.92% (lower mid).	3Y return: 21.96% (top quartile).	1M return: 0.19% (lower mid).
Point 7	1Y return: 14.25% (upper mid).	1Y return: 13.41% (lower mid).	1Y return: 19.65% (top quartile).	1Y return: 10.77% (bottom quartile).	Sharpe: 1.02 (top quartile).
Point 8	Alpha: 1.61 (top quartile).	Alpha: -2.40 (bottom quartile).	1M return: 1.14% (top quartile).	Alpha: -3.77 (bottom quartile).	Information ratio: 0.00 (upper mid).
Point 9	Sharpe: 0.28 (lower mid).	Sharpe: 0.04 (bottom quartile).	Alpha: 0.00 (upper mid).	Sharpe: -0.11 (bottom quartile).	Yield to maturity (debt): 7.04% (upper mid).
Point 10	Information ratio: -0.04 (lower mid).	Information ratio: -0.05 (bottom quartile).	Sharpe: 0.89 (upper mid).	Information ratio: -0.44 (bottom quartile).	Modified duration: 2.95 yrs (bottom quartile).

Kotak Standard Multicap Fund

Upper mid AUM (₹56,460 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.39% (bottom quartile).
3Y return: 17.77% (bottom quartile).
1Y return: 14.25% (upper mid).
Alpha: 1.61 (top quartile).
Sharpe: 0.28 (lower mid).
Information ratio: -0.04 (lower mid).

Kotak Equity Opportunities Fund

Lower mid AUM (₹30,039 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.56% (lower mid).
3Y return: 20.22% (upper mid).
1Y return: 13.41% (lower mid).
Alpha: -2.40 (bottom quartile).
Sharpe: 0.04 (bottom quartile).
Information ratio: -0.05 (bottom quartile).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,255 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.65% (upper mid).
3Y return: 19.92% (lower mid).
1Y return: 19.65% (top quartile).
1M return: 1.14% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.89 (upper mid).

Kotak Emerging Equity Scheme

Highest AUM (₹60,637 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.19% (top quartile).
3Y return: 21.96% (top quartile).
1Y return: 10.77% (bottom quartile).
Alpha: -3.77 (bottom quartile).
Sharpe: -0.11 (bottom quartile).
Information ratio: -0.44 (bottom quartile).

Kotak Corporate Bond Fund Standard

Bottom quartile AUM (₹18,841 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.20% (bottom quartile).
1M return: 0.19% (lower mid).
Sharpe: 1.02 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.04% (upper mid).
Modified duration: 2.95 yrs (bottom quartile).

IDFC Mutual Fund

IDFC Mutual Fund came into being in the year 1997. Since its launch, the firm has gained popularity among Indian investors. To cater to the diverse investment needs of the investors, the company offers various types of Mutual Fund schemes. Investors can invest in Equity Funds, debt funds, Hybrid Fund, liquid funds, etc., as per their investment objective & risk appetite. Following are some of the best schemes offered by IDFC Mutual Fund.

No Funds available.

Tata Mutual Fund

Tata Mutual Fund has been operating in India for more than two decades. Tata Mutual Fund is one of the well-reputed fund houses in India. The fund house has been able to win the trust of millions of customers with its consistent performances top-notch service. Tata Mutual Fund offers various categories such as equity, debt, hybrid, liquid & ELSS, investors can invest as per their investment needs & objectives.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Tata India Tax Savings Fund Growth	₹45.8088 ↑ 0.30	₹4,748	500	0.5	4.7	9.4	16.2	14.2	4.9
Tata Equity PE Fund Growth	₹358.308 ↑ 2.06	₹9,061	150	0.8	5.1	8.9	20.3	16.7	3.7
Tata Retirement Savings Fund-Moderate Growth	₹63.9829 ↑ 0.31	₹2,166	150	-1.3	-0.1	4.8	15.1	11.3	1
Tata Retirement Savings Fund - Progressive Growth	₹64.4423 ↑ 0.36	₹2,108	150	-1.4	-0.6	3.7	16.3	11.7	-1.2
Tata Treasury Advantage Fund Growth	₹4,066.89 ↑ 2.81	₹3,563	500	1.2	2.6	6.8	7.1	5.9	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Tata Equity PE Fund	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata Treasury Advantage Fund
Point 1	Upper mid AUM (₹4,748 Cr).	Highest AUM (₹9,061 Cr).	Bottom quartile AUM (₹2,166 Cr).	Bottom quartile AUM (₹2,108 Cr).	Lower mid AUM (₹3,563 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Established history (20+ 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: 14.22% (upper mid).	5Y return: 16.68% (top quartile).	5Y return: 11.29% (bottom quartile).	5Y return: 11.68% (lower mid).	1Y return: 6.85% (lower mid).
Point 6	3Y return: 16.22% (lower mid).	3Y return: 20.29% (top quartile).	3Y return: 15.11% (bottom quartile).	3Y return: 16.29% (upper mid).	1M return: 0.35% (top quartile).
Point 7	1Y return: 9.36% (top quartile).	1Y return: 8.94% (upper mid).	1Y return: 4.84% (bottom quartile).	1Y return: 3.73% (bottom quartile).	Sharpe: 1.97 (top quartile).
Point 8	Alpha: -2.63 (lower mid).	Alpha: -3.79 (bottom quartile).	1M return: -1.55% (upper mid).	1M return: -1.61% (lower mid).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: 0.00 (upper mid).	Sharpe: -0.07 (lower mid).	Alpha: 0.00 (top quartile).	Alpha: -8.71 (bottom quartile).	Yield to maturity (debt): 6.61% (top quartile).
Point 10	Information ratio: -0.26 (bottom quartile).	Information ratio: 0.96 (top quartile).	Sharpe: -0.28 (bottom quartile).	Sharpe: -0.34 (bottom quartile).	Modified duration: 0.03 yrs (bottom quartile).

Tata India Tax Savings Fund

Upper mid AUM (₹4,748 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.22% (upper mid).
3Y return: 16.22% (lower mid).
1Y return: 9.36% (top quartile).
Alpha: -2.63 (lower mid).
Sharpe: 0.00 (upper mid).
Information ratio: -0.26 (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹9,061 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.68% (top quartile).
3Y return: 20.29% (top quartile).
1Y return: 8.94% (upper mid).
Alpha: -3.79 (bottom quartile).
Sharpe: -0.07 (lower mid).
Information ratio: 0.96 (top quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,166 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.29% (bottom quartile).
3Y return: 15.11% (bottom quartile).
1Y return: 4.84% (bottom quartile).
1M return: -1.55% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.28 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,108 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.68% (lower mid).
3Y return: 16.29% (upper mid).
1Y return: 3.73% (bottom quartile).
1M return: -1.61% (lower mid).
Alpha: -8.71 (bottom quartile).
Sharpe: -0.34 (bottom quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,563 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.85% (lower mid).
1M return: 0.35% (top quartile).
Sharpe: 1.97 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.61% (top quartile).
Modified duration: 0.03 yrs (bottom quartile).

Invesco Mutual Fund

Invesco Mutual Fund was established in the year 2006, and since then it has been delivering profitable returns to the investors. Investors can achieve their various investment goals by investing in different schemes offered by the fund house. Invesco Mutual Fund aims to provide an excellent growth in the capital invested by the investors.

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	₹98.66 ↑ 0.93	₹9,344	100	-4.2	-1.8	9.7	24	17.5	4.7
Invesco India Financial Services Fund Growth	₹148.64 ↑ 1.74	₹1,599	100	4.8	8.7	22.5	23	16.1	15.1
Invesco India Liquid Fund Growth	₹3,713.86 ↑ 1.05	₹16,203	500	1.5	2.9	6.4	6.9	5.8	6.5
Invesco India Contra Fund Growth	₹135.16 ↑ 0.09	₹20,658	500	-1.8	0	5.8	19.5	16	3.1
Invesco India PSU Equity Fund Growth	₹67.71 ↑ 0.48	₹1,449	500	1.5	9.3	21.3	32.1	27.1	10.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

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 PSU Equity Fund
Point 1	Lower mid AUM (₹9,344 Cr).	Bottom quartile AUM (₹1,599 Cr).	Upper mid AUM (₹16,203 Cr).	Highest AUM (₹20,658 Cr).	Bottom quartile AUM (₹1,449 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (19 yrs).	Established history (18+ yrs).	Established history (16+ 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: High.
Point 5	5Y return: 17.46% (upper mid).	5Y return: 16.14% (lower mid).	1Y return: 6.39% (bottom quartile).	5Y return: 16.05% (bottom quartile).	5Y return: 27.06% (top quartile).
Point 6	3Y return: 24.02% (upper mid).	3Y return: 22.98% (lower mid).	1M return: 0.49% (lower mid).	3Y return: 19.53% (bottom quartile).	3Y return: 32.09% (top quartile).
Point 7	1Y return: 9.70% (lower mid).	1Y return: 22.55% (top quartile).	Sharpe: 3.28 (top quartile).	1Y return: 5.76% (bottom quartile).	1Y return: 21.30% (upper mid).
Point 8	Alpha: -3.20 (lower mid).	Alpha: -4.92 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: -4.24 (bottom quartile).	Alpha: -1.90 (upper mid).
Point 9	Sharpe: 0.01 (bottom quartile).	Sharpe: 0.59 (upper mid).	Yield to maturity (debt): 5.92% (top quartile).	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.27 (lower mid).
Point 10	Information ratio: 0.75 (lower mid).	Information ratio: 0.79 (upper mid).	Modified duration: 0.12 yrs (bottom quartile).	Information ratio: 0.97 (top quartile).	Information ratio: -0.37 (bottom quartile).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹9,344 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.46% (upper mid).
3Y return: 24.02% (upper mid).
1Y return: 9.70% (lower mid).
Alpha: -3.20 (lower mid).
Sharpe: 0.01 (bottom quartile).
Information ratio: 0.75 (lower mid).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,599 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 16.14% (lower mid).
3Y return: 22.98% (lower mid).
1Y return: 22.55% (top quartile).
Alpha: -4.92 (bottom quartile).
Sharpe: 0.59 (upper mid).
Information ratio: 0.79 (upper mid).

Invesco India Liquid Fund

Upper mid AUM (₹16,203 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 6.39% (bottom quartile).
1M return: 0.49% (lower mid).
Sharpe: 3.28 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 5.92% (top quartile).
Modified duration: 0.12 yrs (bottom quartile).

Invesco India Contra Fund

Highest AUM (₹20,658 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.05% (bottom quartile).
3Y return: 19.53% (bottom quartile).
1Y return: 5.76% (bottom quartile).
Alpha: -4.24 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.97 (top quartile).

Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,449 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 27.06% (top quartile).
3Y return: 32.09% (top quartile).
1Y return: 21.30% (upper mid).
Alpha: -1.90 (upper mid).
Sharpe: 0.27 (lower mid).
Information ratio: -0.37 (bottom quartile).

Principal Mutual Fund

Principal Mutual Fund offers a diverse range of innovative financial solutions for both retail and institutional investors. The fund house constantly aims to bring innovative schemes in order to satisfy the diverse needs of the customer. Principal Mutual Fund uses a strict risk-management policy and appropriate research techniques to support its investment decisions.

No Funds available.

Sundaram Mutual Fund

Sundaram Mutual Fund is one of the renowned AMCs in India. The AMC helps in achieving the desired goals of the investors by offering them various Mutual Fund schemes. Investors can choose a fund from the host of schemes like equity, debt, hybrid, ELSS, liquid funds, etc. Some of the best performing schemes offered by Sundaram Mutual Fund are as follows.

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	₹93.0879 ↑ 1.09	₹1,584	100	-7.8	-4.2	-3.6	15	13.5	-0.1
Sundaram Mid Cap Fund Growth	₹1,422.06 ↑ 6.05	₹13,293	100	-1.7	3.5	11.5	25.4	20.6	4.1
Sundaram Diversified Equity Fund Growth	₹223.768 ↑ 0.61	₹1,477	250	-0.4	1.5	7.3	13.6	13.1	7.1
Sundaram Corporate Bond Fund Growth	₹41.3457 ↑ 0.06	₹768	250	0.6	1.8	6.9	7.1	6	7.5
Sundaram Large and Mid Cap Fund Growth	₹86.9963 ↑ 0.31	₹6,987	100	-1.5	3.2	8.4	17.2	15.1	3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

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 (₹1,584 Cr).	Highest AUM (₹13,293 Cr).	Bottom quartile AUM (₹1,477 Cr).	Bottom quartile AUM (₹768 Cr).	Upper mid AUM (₹6,987 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ 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: 13.53% (lower mid).	5Y return: 20.55% (top quartile).	5Y return: 13.09% (bottom quartile).	1Y return: 6.88% (bottom quartile).	5Y return: 15.15% (upper mid).
Point 6	3Y return: 15.03% (lower mid).	3Y return: 25.39% (top quartile).	3Y return: 13.55% (bottom quartile).	1M return: 0.11% (top quartile).	3Y return: 17.22% (upper mid).
Point 7	1Y return: -3.64% (bottom quartile).	1Y return: 11.45% (top quartile).	1Y return: 7.33% (lower mid).	Sharpe: 0.83 (top quartile).	1Y return: 8.41% (upper mid).
Point 8	Alpha: -8.82 (bottom quartile).	Alpha: -1.77 (lower mid).	Alpha: -0.41 (upper mid).	Information ratio: 0.00 (upper mid).	Alpha: -4.36 (bottom quartile).
Point 9	Sharpe: -0.38 (bottom quartile).	Sharpe: -0.01 (lower mid).	Sharpe: 0.14 (upper mid).	Yield to maturity (debt): 6.90% (top quartile).	Sharpe: -0.07 (bottom quartile).
Point 10	Information ratio: -0.52 (lower mid).	Information ratio: 0.13 (top quartile).	Information ratio: -0.78 (bottom quartile).	Modified duration: 3.25 yrs (bottom quartile).	Information ratio: -0.78 (bottom quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,584 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.53% (lower mid).
3Y return: 15.03% (lower mid).
1Y return: -3.64% (bottom quartile).
Alpha: -8.82 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.52 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹13,293 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.55% (top quartile).
3Y return: 25.39% (top quartile).
1Y return: 11.45% (top quartile).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,477 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.09% (bottom quartile).
3Y return: 13.55% (bottom quartile).
1Y return: 7.33% (lower mid).
Alpha: -0.41 (upper mid).
Sharpe: 0.14 (upper mid).
Information ratio: -0.78 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹768 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.88% (bottom quartile).
1M return: 0.11% (top quartile).
Sharpe: 0.83 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.90% (top quartile).
Modified duration: 3.25 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹6,987 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.15% (upper mid).
3Y return: 17.22% (upper mid).
1Y return: 8.41% (upper mid).
Alpha: -4.36 (bottom quartile).
Sharpe: -0.07 (bottom quartile).
Information ratio: -0.78 (bottom quartile).

L&T Mutual Fund

L&T Mutual Fund follows a disciplined approach to investment and risk management. The company emphasizes to deliver a superior long-term risk-adjusted performance. The AMC was launched in the year 1997 and since it has gained an immense trust amongst its investors. Investors can choose schemes from a host of options like equity, debt, hybrid funds, etc. Some of the best performing schemes are:

No Funds available.

UTI Mutual Fund

UTI Mutual Fund aims to accomplish the desired investment goals of the investors. It helps investors in in building long-term wealth for their future. The fund house offers various types of Mutual Fund schemes like equity, debt, hybrid, etc., investors can choose & invest in the schemes as per their needs.

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	₹22.6836 ↑ 0.02	₹1,015	500	1	2.4	7.4	7.3	7.2	7.8
UTI Treasury Advantage Fund Growth	₹3,679.75 ↑ 2.64	₹2,667	500	1.3	2.8	7.3	7.4	7.2	7.5
UTI Money Market Fund Growth	₹3,200.51 ↑ 1.11	₹19,301	500	1.4	2.9	7.2	7.5	6.3	7.5
UTI Short Term Income Fund Growth	₹32.6931 ↑ 0.04	₹3,181	500	0.8	2	6.8	7.3	7	7.3
UTI Ultra Short Term Fund Growth	₹4,381 ↑ 1.81	₹3,655	500	1.3	2.7	6.4	6.8	6.2	6.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	UTI Banking & PSU Debt Fund	UTI Treasury Advantage Fund	UTI Money Market Fund	UTI Short Term Income Fund	UTI Ultra Short Term Fund
Point 1	Bottom quartile AUM (₹1,015 Cr).	Bottom quartile AUM (₹2,667 Cr).	Highest AUM (₹19,301 Cr).	Lower mid AUM (₹3,181 Cr).	Upper mid AUM (₹3,655 Cr).
Point 2	Established history (12+ yrs).	Established history (18+ yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Oldest track record among peers (22 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: Moderately Low.	Risk profile: Low.	Risk profile: Moderate.	Risk profile: Moderately Low.
Point 5	1Y return: 7.36% (top quartile).	1Y return: 7.26% (upper mid).	1Y return: 7.24% (lower mid).	1Y return: 6.83% (bottom quartile).	1Y return: 6.44% (bottom quartile).
Point 6	1M return: 0.31% (bottom quartile).	1M return: 0.37% (lower mid).	1M return: 0.43% (top quartile).	1M return: 0.23% (bottom quartile).	1M return: 0.40% (upper mid).
Point 7	Sharpe: 1.48 (bottom quartile).	Sharpe: 2.59 (upper mid).	Sharpe: 3.02 (top quartile).	Sharpe: 0.96 (bottom quartile).	Sharpe: 1.85 (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): 6.67% (bottom quartile).	Yield to maturity (debt): 7.02% (top quartile).	Yield to maturity (debt): 6.33% (bottom quartile).	Yield to maturity (debt): 7.02% (upper mid).	Yield to maturity (debt): 6.78% (lower mid).
Point 10	Modified duration: 1.28 yrs (bottom quartile).	Modified duration: 0.92 yrs (lower mid).	Modified duration: 0.35 yrs (top quartile).	Modified duration: 2.51 yrs (bottom quartile).	Modified duration: 0.47 yrs (upper mid).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹1,015 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.36% (top quartile).
1M return: 0.31% (bottom quartile).
Sharpe: 1.48 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.67% (bottom quartile).
Modified duration: 1.28 yrs (bottom quartile).

UTI Treasury Advantage Fund

Bottom quartile AUM (₹2,667 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.26% (upper mid).
1M return: 0.37% (lower mid).
Sharpe: 2.59 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.02% (top quartile).
Modified duration: 0.92 yrs (lower mid).

UTI Money Market Fund

Highest AUM (₹19,301 Cr).
Established history (16+ yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 7.24% (lower mid).
1M return: 0.43% (top quartile).
Sharpe: 3.02 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.33% (bottom quartile).
Modified duration: 0.35 yrs (top quartile).

UTI Short Term Income Fund

Lower mid AUM (₹3,181 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.83% (bottom quartile).
1M return: 0.23% (bottom quartile).
Sharpe: 0.96 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.02% (upper mid).
Modified duration: 2.51 yrs (bottom quartile).

UTI Ultra Short Term Fund

Upper mid AUM (₹3,655 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.44% (bottom quartile).
1M return: 0.40% (upper mid).
Sharpe: 1.85 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.78% (lower mid).
Modified duration: 0.47 yrs (upper mid).

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.