Top 15 Mutual Fund Houses in India

Updated on October 1, 2025 , 42998 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.

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	₹73.4116 ↑ 0.19	₹9,859	500	0.7	4.7	4.8	10.3	11.3	11
SBI Small Cap Fund Growth	₹171.235 ↑ 1.05	₹35,245	500	-2.1	8	-7.8	14.5	23.8	24.1
SBI Multi Asset Allocation Fund Growth	₹61.4636 ↑ 0.22	₹10,262	500	2.7	10.8	8.6	17.4	15.1	12.8
SBI Credit Risk Fund Growth	₹46.4741 ↑ 0.02	₹2,210	500	1.5	3.8	8.4	8.2	7	8.1
SBI Magnum Constant Maturity Fund Growth	₹64.334 ↑ 0.09	₹1,882	500	0.2	2.5	7.1	8.4	5.7	9.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Multi Asset Allocation Fund	SBI Credit Risk Fund	SBI Magnum Constant Maturity Fund
Point 1	Lower mid AUM (₹9,859 Cr).	Highest AUM (₹35,245 Cr).	Upper mid AUM (₹10,262 Cr).	Bottom quartile AUM (₹2,210 Cr).	Bottom quartile AUM (₹1,882 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (16+ yrs).	Established history (19+ yrs).	Established history (21+ yrs).	Established history (24+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderately Low.
Point 5	5Y return: 11.27% (lower mid).	5Y return: 23.85% (top quartile).	5Y return: 15.15% (upper mid).	1Y return: 8.37% (upper mid).	1Y return: 7.14% (lower mid).
Point 6	3Y return: 10.25% (lower mid).	3Y return: 14.48% (upper mid).	3Y return: 17.37% (top quartile).	1M return: 0.78% (bottom quartile).	1M return: 1.01% (upper mid).
Point 7	1Y return: 4.83% (bottom quartile).	1Y return: -7.81% (bottom quartile).	1Y return: 8.55% (top quartile).	Sharpe: 1.72 (top quartile).	Sharpe: 0.17 (upper mid).
Point 8	1M return: 0.83% (lower mid).	Alpha: 0.00 (upper mid).	1M return: 2.82% (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Sharpe: -0.72 (bottom quartile).	Alpha: 0.00 (lower mid).	Yield to maturity (debt): 8.17% (top quartile).	Yield to maturity (debt): 6.87% (bottom quartile).
Point 10	Sharpe: -0.46 (bottom quartile).	Information ratio: 0.00 (upper mid).	Sharpe: -0.10 (lower mid).	Modified duration: 2.24 yrs (upper mid).	Modified duration: 6.67 yrs (bottom quartile).

SBI Debt Hybrid Fund

Lower mid AUM (₹9,859 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 11.27% (lower mid).
3Y return: 10.25% (lower mid).
1Y return: 4.83% (bottom quartile).
1M return: 0.83% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.46 (bottom quartile).

SBI Small Cap Fund

Highest AUM (₹35,245 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.85% (top quartile).
3Y return: 14.48% (upper mid).
1Y return: -7.81% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.72 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹10,262 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
5Y return: 15.15% (upper mid).
3Y return: 17.37% (top quartile).
1Y return: 8.55% (top quartile).
1M return: 2.82% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.10 (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% (upper mid).
1M return: 0.78% (bottom quartile).
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 Magnum Constant Maturity Fund

Bottom quartile AUM (₹1,882 Cr).
Established history (24+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.14% (lower mid).
1M return: 1.01% (upper mid).
Sharpe: 0.17 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.87% (bottom quartile).
Modified duration: 6.67 yrs (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 Corporate Bond Fund Growth	₹33.0498 ↑ 0.04	₹35,700	300	1	3.2	7.7	7.9	6.4	8.6
HDFC Banking and PSU Debt Fund Growth	₹23.3619 ↑ 0.03	₹5,890	300	0.9	3.3	7.7	7.4	6.1	7.9
HDFC Credit Risk Debt Fund Growth	₹24.5323 ↑ 0.03	₹6,967	300	1.6	3.9	8	7.7	7.2	8.2
HDFC Hybrid Debt Fund Growth	₹82.4061 ↑ 0.17	₹3,359	300	0	2.6	3.6	10.8	11.4	10.5
HDFC Equity Savings Fund Growth	₹66.476 ↑ 0.13	₹5,691	300	0.7	4.9	3.5	10.7	12.5	10.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Corporate Bond Fund	HDFC Banking and PSU Debt Fund	HDFC Credit Risk Debt Fund	HDFC Hybrid Debt Fund	HDFC Equity Savings Fund
Point 1	Highest AUM (₹35,700 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 2	Established history (15+ yrs).	Established history (11+ yrs).	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (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: 7.74% (upper mid).	1Y return: 7.69% (lower mid).	1Y return: 7.96% (top quartile).	5Y return: 11.40% (upper mid).	5Y return: 12.55% (top quartile).
Point 6	1M return: 0.85% (lower mid).	1M return: 0.77% (bottom quartile).	1M return: 0.96% (upper mid).	3Y return: 10.76% (top quartile).	3Y return: 10.73% (upper mid).
Point 7	Sharpe: 0.68 (lower mid).	Sharpe: 0.73 (upper mid).	Sharpe: 1.12 (top quartile).	1Y return: 3.63% (bottom quartile).	1Y return: 3.54% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: 1.23% (top quartile).	1M return: 0.77% (bottom quartile).
Point 9	Yield 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 10	Modified 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: 7.74% (upper mid).
1M return: 0.85% (lower mid).
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: 7.69% (lower mid).
1M return: 0.77% (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: 7.96% (top quartile).
1M return: 0.96% (upper 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: 11.40% (upper mid).
3Y return: 10.76% (top quartile).
1Y return: 3.63% (bottom quartile).
1M return: 1.23% (top quartile).
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: 12.55% (top quartile).
3Y return: 10.73% (upper mid).
1Y return: 3.54% (bottom quartile).
1M return: 0.77% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.76 (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 Long Term Plan Growth	₹37.4449 ↑ 0.02	₹14,905	100	0.9	3	7.7	7.9	6.7	8.2
ICICI Prudential Banking and Financial Services Fund Growth	₹133.56 ↑ 0.19	₹9,688	100	-1.2	9.1	6.8	16.9	21.4	11.6
ICICI Prudential MIP 25 Growth	₹76.8921 ↑ 0.10	₹3,261	100	1.4	5.2	6.7	10.4	10	11.4
ICICI Prudential Nifty Next 50 Index Fund Growth	₹60.0533 ↑ 0.23	₹7,650	100	0.2	8.5	-9.5	18.1	20.1	27.2
ICICI Prudential Corporate Bond Fund Growth	₹30.3572 ↑ 0.03	₹33,574	100	1.2	3.6	8.2	7.9	6.6	8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Long Term Plan	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential MIP 25	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential Corporate Bond Fund
Point 1	Upper mid AUM (₹14,905 Cr).	Lower mid AUM (₹9,688 Cr).	Bottom quartile AUM (₹3,261 Cr).	Bottom quartile AUM (₹7,650 Cr).	Highest AUM (₹33,574 Cr).
Point 2	Established history (15+ yrs).	Established history (17+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (16+ 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: Moderate.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	1Y return: 7.69% (upper mid).	5Y return: 21.43% (top quartile).	5Y return: 9.97% (lower mid).	5Y return: 20.10% (upper mid).	1Y return: 8.22% (top quartile).
Point 6	1M return: 0.92% (lower mid).	3Y return: 16.91% (upper mid).	3Y return: 10.44% (lower mid).	3Y return: 18.07% (top quartile).	1M return: 0.76% (bottom quartile).
Point 7	Sharpe: 0.47 (upper mid).	1Y return: 6.83% (lower mid).	1Y return: 6.71% (bottom quartile).	1Y return: -9.47% (bottom quartile).	Sharpe: 1.36 (top quartile).
Point 8	Information ratio: 0.00 (upper mid).	Alpha: -2.57 (bottom quartile).	1M return: 0.74% (bottom quartile).	1M return: 1.21% (upper mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.64% (top quartile).	Sharpe: 0.03 (lower mid).	Alpha: 0.00 (upper mid).	Alpha: -1.04 (bottom quartile).	Yield to maturity (debt): 7.00% (lower mid).
Point 10	Modified duration: 4.76 yrs (bottom quartile).	Information ratio: 0.32 (top quartile).	Sharpe: -0.06 (bottom quartile).	Sharpe: -0.86 (bottom quartile).	Modified duration: 3.05 yrs (bottom quartile).

ICICI Prudential Long Term Plan

Upper mid AUM (₹14,905 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.69% (upper mid).
1M return: 0.92% (lower mid).
Sharpe: 0.47 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.64% (top quartile).
Modified duration: 4.76 yrs (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Lower mid AUM (₹9,688 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 21.43% (top quartile).
3Y return: 16.91% (upper mid).
1Y return: 6.83% (lower mid).
Alpha: -2.57 (bottom quartile).
Sharpe: 0.03 (lower mid).
Information ratio: 0.32 (top quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,261 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.97% (lower mid).
3Y return: 10.44% (lower mid).
1Y return: 6.71% (bottom quartile).
1M return: 0.74% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.06 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Bottom quartile AUM (₹7,650 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.10% (upper mid).
3Y return: 18.07% (top quartile).
1Y return: -9.47% (bottom quartile).
1M return: 1.21% (upper mid).
Alpha: -1.04 (bottom quartile).
Sharpe: -0.86 (bottom quartile).

ICICI Prudential Corporate Bond Fund

Highest AUM (₹33,574 Cr).
Established history (16+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.22% (top quartile).
1M return: 0.76% (bottom quartile).
Sharpe: 1.36 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.00% (lower mid).
Modified duration: 3.05 yrs (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 Savings Fund Growth	₹558.157 ↑ 0.26	₹21,521	1,000	1.5	3.6	7.8	7.5	6.2	7.9
Aditya Birla Sun Life Money Manager Fund Growth	₹376.873 ↑ 0.18	₹27,665	1,000	1.5	3.6	7.7	7.6	6.2	7.8
Aditya Birla Sun Life Corporate Bond Fund Growth	₹114.603 ↑ 0.14	₹28,109	100	1	3.1	7.7	7.9	6.5	8.5
Aditya Birla Sun Life Regular Savings Fund Growth	₹67.6035 ↑ 0.07	₹1,542	500	0.7	4.8	6.5	9.4	10.9	10.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹60.53 ↑ 0.08	₹3,374	1,000	-2	8.9	4.8	17	21.5	8.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Banking And Financial Services Fund
Point 1	Lower 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 2	Established history (22+ yrs).	Established history (19+ yrs).	Oldest track record among peers (28 yrs).	Established history (21+ yrs).	Established history (11+ 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: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: High.
Point 5	1Y return: 7.84% (top quartile).	1Y return: 7.73% (upper mid).	1Y return: 7.72% (lower mid).	5Y return: 10.91% (upper mid).	5Y return: 21.52% (top quartile).
Point 6	1M return: 0.56% (bottom quartile).	1M return: 0.54% (bottom quartile).	1M return: 0.89% (upper mid).	3Y return: 9.43% (upper mid).	3Y return: 17.02% (top quartile).
Point 7	Sharpe: 3.66 (top quartile).	Sharpe: 3.32 (upper mid).	Sharpe: 0.66 (lower mid).	1Y return: 6.47% (bottom quartile).	1Y return: 4.80% (bottom quartile).
Point 8	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	1M return: 0.72% (lower mid).	Alpha: -6.06 (bottom quartile).
Point 9	Yield 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 10	Modified 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: 7.84% (top quartile).
1M return: 0.56% (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: 7.73% (upper mid).
1M return: 0.54% (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: 7.72% (lower mid).
1M return: 0.89% (upper 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: 10.91% (upper mid).
3Y return: 9.43% (upper mid).
1Y return: 6.47% (bottom quartile).
1M return: 0.72% (lower 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: 21.52% (top quartile).
3Y return: 17.02% (top quartile).
1Y return: 4.80% (bottom quartile).
Alpha: -6.06 (bottom quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: 0.14 (upper 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	₹141.794 ↑ 1.03	₹2,884	500	-0.9	9.7	-1.8	29	33.7	27.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹81.2188 ↓ -0.22	₹4,282	500	8.3	23.4	17.6	26.1	12.1	27.1
Franklin India Smaller Companies Fund Growth	₹167.693 ↑ 1.63	₹13,302	500	-4.9	9.2	-8.5	21.9	28.4	23.2
Franklin India Banking And PSU Debt Fund Growth	₹22.8643 ↑ 0.04	₹500	500	1.5	3.7	8	7.5	6	7.7
Franklin India Savings Fund Growth	₹51.0876 ↑ 0.02	₹3,865	500	1.4	3.6	7.8	7.5	6	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Banking And PSU Debt Fund	Franklin India Savings Fund
Point 1	Bottom quartile AUM (₹2,884 Cr).	Upper mid AUM (₹4,282 Cr).	Highest AUM (₹13,302 Cr).	Bottom quartile AUM (₹500 Cr).	Lower mid AUM (₹3,865 Cr).
Point 2	Established history (16+ yrs).	Established history (13+ yrs).	Established history (19+ yrs).	Established history (11+ yrs).	Oldest track record among peers (23 yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately Low.
Point 5	5Y return: 33.70% (top quartile).	5Y return: 12.09% (lower mid).	5Y return: 28.41% (upper mid).	1Y return: 8.04% (upper mid).	1Y return: 7.76% (lower mid).
Point 6	3Y return: 28.96% (top quartile).	3Y return: 26.09% (upper mid).	3Y return: 21.89% (lower mid).	1M return: 0.92% (lower mid).	1M return: 0.52% (bottom quartile).
Point 7	1Y return: -1.77% (bottom quartile).	1Y return: 17.64% (top quartile).	1Y return: -8.47% (bottom quartile).	Sharpe: 1.04 (upper mid).	Sharpe: 2.97 (top quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -10.09 (bottom quartile).	Alpha: -5.08 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: -0.64 (bottom quartile).	Sharpe: 0.54 (lower mid).	Sharpe: -0.76 (bottom quartile).	Yield to maturity (debt): 7.14% (top quartile).	Yield to maturity (debt): 6.08% (upper mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -1.87 (bottom quartile).	Information ratio: 0.02 (top quartile).	Modified duration: 3.19 yrs (bottom quartile).	Modified duration: 0.49 yrs (bottom quartile).

Franklin Build India Fund

Bottom quartile AUM (₹2,884 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 33.70% (top quartile).
3Y return: 28.96% (top quartile).
1Y return: -1.77% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.64 (bottom quartile).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Upper mid AUM (₹4,282 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 12.09% (lower mid).
3Y return: 26.09% (upper mid).
1Y return: 17.64% (top quartile).
Alpha: -10.09 (bottom quartile).
Sharpe: 0.54 (lower mid).
Information ratio: -1.87 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹13,302 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.41% (upper mid).
3Y return: 21.89% (lower mid).
1Y return: -8.47% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (top quartile).

Franklin India Banking And PSU Debt Fund

Bottom quartile AUM (₹500 Cr).
Established history (11+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.04% (upper mid).
1M return: 0.92% (lower mid).
Sharpe: 1.04 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.14% (top quartile).
Modified duration: 3.19 yrs (bottom quartile).

Franklin India Savings Fund

Lower mid AUM (₹3,865 Cr).
Oldest track record among peers (23 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.76% (lower mid).
1M return: 0.52% (bottom quartile).
Sharpe: 2.97 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.08% (upper mid).
Modified duration: 0.49 yrs (bottom 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	₹84.877 ↑ 0.53	₹53,626	500	-2.1	10.7	1.7	18.2	19.3	16.5
Kotak Equity Opportunities Fund Growth	₹343.007 ↑ 2.61	₹27,655	1,000	-0.4	11	-1.1	20.1	22.1	24.2
Kotak Corporate Bond Fund Standard Growth	₹3,841.17 ↑ 4.60	₹17,612	1,000	1.1	3.7	8.1	7.8	6.3	8.3
Kotak Money Market Scheme Growth	₹4,573.04 ↑ 2.23	₹35,644	1,000	1.4	3.5	7.7	7.5	6.1	7.7
Kotak Banking and PSU Debt fund Growth	₹66.4021 ↑ 0.09	₹5,795	1,000	0.9	3.3	7.6	7.5	6.2	8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Kotak Equity Opportunities Fund	Kotak Corporate Bond Fund Standard	Kotak Money Market Scheme	Kotak Banking and PSU Debt fund
Point 1	Highest 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 (₹5,795 Cr).
Point 2	Established history (16+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (22+ yrs).	Oldest track record among peers (26 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.
Point 5	5Y return: 19.27% (upper mid).	5Y return: 22.14% (top quartile).	1Y return: 8.14% (top quartile).	1Y return: 7.70% (upper mid).	1Y return: 7.63% (lower mid).
Point 6	3Y return: 18.18% (upper mid).	3Y return: 20.12% (top quartile).	1M return: 0.85% (lower mid).	1M return: 0.53% (bottom quartile).	1M return: 0.80% (bottom quartile).
Point 7	1Y return: 1.73% (bottom quartile).	1Y return: -1.15% (bottom quartile).	Sharpe: 1.05 (upper mid).	Sharpe: 3.03 (top quartile).	Sharpe: 0.75 (lower mid).
Point 8	Alpha: 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 9	Sharpe: -0.37 (bottom quartile).	Sharpe: -0.51 (bottom quartile).	Yield to maturity (debt): 7.01% (upper mid).	Yield to maturity (debt): 6.23% (lower mid).	Yield to maturity (debt): 7.02% (top quartile).
Point 10	Information 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: 3.36 yrs (bottom quartile).

Kotak Standard Multicap Fund

Highest AUM (₹53,626 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.27% (upper mid).
3Y return: 18.18% (upper mid).
1Y return: 1.73% (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: 22.14% (top quartile).
3Y return: 20.12% (top quartile).
1Y return: -1.15% (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: 8.14% (top quartile).
1M return: 0.85% (lower mid).
Sharpe: 1.05 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.01% (upper mid).
Modified duration: 3.25 yrs (bottom quartile).

Kotak Money Market Scheme

Upper mid AUM (₹35,644 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 7.70% (upper mid).
1M return: 0.53% (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 Banking and PSU Debt fund

Bottom quartile AUM (₹5,795 Cr).
Oldest track record among peers (26 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.63% (lower mid).
1M return: 0.80% (bottom quartile).
Sharpe: 0.75 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.02% (top quartile).
Modified duration: 3.36 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 fund, 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 Retirement Savings Fund-Moderate Growth	₹63.6415 ↑ 0.22	₹2,115	150	-3.4	7.3	-1.8	14.7	14.6	19.5
Tata India Tax Savings Fund Growth	₹44.31 ↑ 0.32	₹4,472	500	-1	8.3	-3.3	16.6	19.8	19.5
Tata Retirement Savings Fund - Progressive Growth	₹64.1107 ↑ 0.24	₹2,047	150	-4.8	7.7	-5	15.5	15.5	21.7
Tata Equity PE Fund Growth	₹347.923 ↑ 1.73	₹8,348	150	-1.3	7.5	-6.4	20.8	21.1	21.7
Tata Treasury Advantage Fund Growth	₹3,997.82 ↑ 2.40	₹3,111	500	1.4	3.5	7.5	7.2	5.8	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata Retirement Savings Fund-Moderate	Tata India Tax Savings Fund	Tata Retirement Savings Fund - Progressive	Tata Equity PE Fund	Tata Treasury Advantage Fund
Point 1	Bottom quartile AUM (₹2,115 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 2	Established history (13+ yrs).	Established history (10+ yrs).	Established history (13+ yrs).	Oldest track record among peers (21 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: 14.62% (bottom quartile).	5Y return: 19.83% (upper mid).	5Y return: 15.49% (lower mid).	5Y return: 21.14% (top quartile).	1Y return: 7.49% (top quartile).
Point 6	3Y return: 14.66% (bottom quartile).	3Y return: 16.56% (upper mid).	3Y return: 15.54% (lower mid).	3Y return: 20.82% (top quartile).	1M return: 0.59% (lower mid).
Point 7	1Y return: -1.76% (upper mid).	1Y return: -3.29% (lower mid).	1Y return: -4.99% (bottom quartile).	1Y return: -6.35% (bottom quartile).	Sharpe: 2.03 (top quartile).
Point 8	1M return: -0.69% (bottom quartile).	Alpha: -1.62 (bottom quartile).	1M return: -1.15% (bottom quartile).	Alpha: -7.40 (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Alpha: 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 10	Sharpe: -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: 14.62% (bottom quartile).
3Y return: 14.66% (bottom quartile).
1Y return: -1.76% (upper mid).
1M return: -0.69% (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: 19.83% (upper mid).
3Y return: 16.56% (upper mid).
1Y return: -3.29% (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: 15.49% (lower mid).
3Y return: 15.54% (lower mid).
1Y return: -4.99% (bottom quartile).
1M return: -1.15% (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: 21.14% (top quartile).
3Y return: 20.82% (top quartile).
1Y return: -6.35% (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: 7.49% (top quartile).
1M return: 0.59% (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).

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	₹100 ↑ 0.02	₹8,125	100	-1.4	14.6	4.3	25.1	23.2	37.5
Invesco India Liquid Fund Growth	₹3,642.44 ↑ 0.70	₹14,543	500	1.4	3	6.8	7	5.6	7.4
Invesco India Financial Services Fund Growth	₹135.84 ↑ 0.34	₹1,392	100	-3	10.3	6.5	21.7	22	19.8
Invesco India Contra Fund Growth	₹134.02 ↑ 0.62	₹18,981	500	-2.1	8.8	-3.4	20.5	22.1	30.1
Invesco India Treasury Advantage Fund Growth	₹3,850.44 ↑ 2.67	₹1,940	100	1.4	3.6	7.6	7.2	5.8	7.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Invesco India Liquid Fund	Invesco India Financial Services Fund	Invesco India Contra Fund	Invesco India Treasury Advantage Fund
Point 1	Lower mid AUM (₹8,125 Cr).	Upper mid AUM (₹14,543 Cr).	Bottom quartile AUM (₹1,392 Cr).	Highest AUM (₹18,981 Cr).	Bottom quartile AUM (₹1,940 Cr).
Point 2	Oldest track record among peers (18 yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Low.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 23.16% (top quartile).	1Y return: 6.80% (upper mid).	5Y return: 22.00% (lower mid).	5Y return: 22.07% (upper mid).	1Y return: 7.57% (top quartile).
Point 6	3Y return: 25.11% (top quartile).	1M return: 0.48% (lower mid).	3Y return: 21.72% (upper mid).	3Y return: 20.48% (lower mid).	1M return: 0.57% (upper mid).
Point 7	1Y return: 4.34% (bottom quartile).	Sharpe: 3.79 (top quartile).	1Y return: 6.52% (lower mid).	1Y return: -3.36% (bottom quartile).	Sharpe: 2.37 (upper mid).
Point 8	Alpha: 11.03 (top quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: -4.77 (bottom quartile).	Alpha: 1.30 (upper mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.03 (lower mid).	Yield to maturity (debt): 5.84% (upper mid).	Sharpe: -0.08 (bottom quartile).	Sharpe: -0.54 (bottom quartile).	Yield to maturity (debt): 6.47% (top quartile).
Point 10	Information ratio: 1.26 (top quartile).	Modified duration: 0.11 yrs (bottom quartile).	Information ratio: 0.78 (lower mid).	Information ratio: 1.16 (upper mid).	Modified duration: 0.80 yrs (bottom quartile).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹8,125 Cr).
Oldest track record among peers (18 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.16% (top quartile).
3Y return: 25.11% (top quartile).
1Y return: 4.34% (bottom quartile).
Alpha: 11.03 (top quartile).
Sharpe: 0.03 (lower mid).
Information ratio: 1.26 (top quartile).

Invesco India Liquid Fund

Upper mid AUM (₹14,543 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.80% (upper mid).
1M return: 0.48% (lower mid).
Sharpe: 3.79 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 5.84% (upper mid).
Modified duration: 0.11 yrs (bottom quartile).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,392 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 22.00% (lower mid).
3Y return: 21.72% (upper mid).
1Y return: 6.52% (lower mid).
Alpha: -4.77 (bottom quartile).
Sharpe: -0.08 (bottom quartile).
Information ratio: 0.78 (lower mid).

Invesco India Contra Fund

Highest AUM (₹18,981 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.07% (upper mid).
3Y return: 20.48% (lower mid).
1Y return: -3.36% (bottom quartile).
Alpha: 1.30 (upper mid).
Sharpe: -0.54 (bottom quartile).
Information ratio: 1.16 (upper mid).

Invesco India Treasury Advantage Fund

Bottom quartile AUM (₹1,940 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.57% (top quartile).
1M return: 0.57% (upper mid).
Sharpe: 2.37 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.47% (top quartile).
Modified duration: 0.80 yrs (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	₹98.7061 ↑ 0.32	₹1,599	100	0.3	10.1	-5.3	16	19.3	20.1
Sundaram Mid Cap Fund Growth	₹1,387.31 ↑ 12.47	₹12,501	100	-0.2	12.3	-1.4	23.7	26	32
Sundaram Diversified Equity Fund Growth	₹219.474 ↑ 0.82	₹1,461	250	-1.3	8.2	-1.2	14	18.5	12
Sundaram Corporate Bond Fund Growth	₹40.857 ↑ 0.05	₹806	250	1.1	3.5	7.9	7.4	6	8
Sundaram Large and Mid Cap Fund Growth	₹85.3124 ↑ 0.27	₹6,651	100	-0.2	9.2	-2.1	16.7	20.3	21.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Rural and Consumption Fund	Sundaram Mid Cap Fund	Sundaram Diversified Equity Fund	Sundaram Corporate Bond Fund	Sundaram Large and Mid Cap Fund
Point 1	Lower mid AUM (₹1,599 Cr).	Highest AUM (₹12,501 Cr).	Bottom quartile AUM (₹1,461 Cr).	Bottom quartile AUM (₹806 Cr).	Upper mid AUM (₹6,651 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Oldest track record among peers (25 yrs).	Established history (20+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 19.31% (lower mid).	5Y return: 26.03% (top quartile).	5Y return: 18.47% (bottom quartile).	1Y return: 7.88% (top quartile).	5Y return: 20.34% (upper mid).
Point 6	3Y return: 16.04% (lower mid).	3Y return: 23.73% (top quartile).	3Y return: 13.95% (bottom quartile).	1M return: 0.81% (upper mid).	3Y return: 16.66% (upper mid).
Point 7	1Y return: -5.30% (bottom quartile).	1Y return: -1.44% (lower mid).	1Y return: -1.20% (upper mid).	Sharpe: 0.90 (top quartile).	1Y return: -2.12% (bottom quartile).
Point 8	Alpha: -2.82 (bottom quartile).	Alpha: 2.99 (top quartile).	Alpha: 1.24 (upper mid).	Information ratio: 0.00 (upper mid).	Alpha: -0.06 (bottom quartile).
Point 9	Sharpe: -0.36 (lower mid).	Sharpe: -0.33 (upper mid).	Sharpe: -0.52 (bottom quartile).	Yield to maturity (debt): 6.80% (top quartile).	Sharpe: -0.55 (bottom quartile).
Point 10	Information ratio: -0.05 (lower mid).	Information ratio: 0.22 (top quartile).	Information ratio: -0.68 (bottom quartile).	Modified duration: 3.14 yrs (bottom quartile).	Information ratio: -0.75 (bottom quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,599 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.31% (lower mid).
3Y return: 16.04% (lower mid).
1Y return: -5.30% (bottom quartile).
Alpha: -2.82 (bottom quartile).
Sharpe: -0.36 (lower mid).
Information ratio: -0.05 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹12,501 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.03% (top quartile).
3Y return: 23.73% (top quartile).
1Y return: -1.44% (lower mid).
Alpha: 2.99 (top quartile).
Sharpe: -0.33 (upper mid).
Information ratio: 0.22 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,461 Cr).
Oldest track record among peers (25 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.47% (bottom quartile).
3Y return: 13.95% (bottom quartile).
1Y return: -1.20% (upper mid).
Alpha: 1.24 (upper mid).
Sharpe: -0.52 (bottom quartile).
Information ratio: -0.68 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹806 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.88% (top quartile).
1M return: 0.81% (upper mid).
Sharpe: 0.90 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.80% (top quartile).
Modified duration: 3.14 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹6,651 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.34% (upper mid).
3Y return: 16.66% (upper mid).
1Y return: -2.12% (bottom quartile).
Alpha: -0.06 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.75 (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	₹22.3386 ↑ 0.02	₹813	500	1.3	3.9	8.1	7.6	7.1	7.6
UTI Treasury Advantage Fund Growth	₹3,613.34 ↑ 2.92	₹3,125	500	1.5	3.7	7.8	7.5	7.1	7.7
UTI Money Market Fund Growth	₹3,141.13 ↑ 1.53	₹19,496	500	1.5	3.6	7.8	7.6	6.2	7.7
UTI Short Term Income Fund Growth	₹32.2564 ↑ 0.03	₹3,251	500	1.1	3.5	7.8	7.5	7	7.9
UTI Ultra Short Term Fund Growth	₹4,306.07 ↑ 2.25	₹4,181	500	1.4	3.2	7	6.9	6.1	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

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 (₹813 Cr).	Bottom quartile AUM (₹3,125 Cr).	Highest AUM (₹19,496 Cr).	Lower mid AUM (₹3,251 Cr).	Upper mid AUM (₹4,181 Cr).
Point 2	Established history (11+ 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: 8.08% (top quartile).	1Y return: 7.81% (upper mid).	1Y return: 7.81% (lower mid).	1Y return: 7.76% (bottom quartile).	1Y return: 6.98% (bottom quartile).
Point 6	1M return: 0.72% (top quartile).	1M return: 0.62% (lower mid).	1M return: 0.54% (bottom quartile).	1M return: 0.72% (upper mid).	1M return: 0.51% (bottom quartile).
Point 7	Sharpe: 1.46 (bottom quartile).	Sharpe: 2.55 (upper mid).	Sharpe: 3.22 (top quartile).	Sharpe: 1.20 (bottom quartile).	Sharpe: 1.96 (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): 6.61% (lower mid).	Yield to maturity (debt): 6.69% (upper mid).	Yield to maturity (debt): 6.22% (bottom quartile).	Yield to maturity (debt): 6.82% (top quartile).	Yield to maturity (debt): 6.40% (bottom quartile).
Point 10	Modified duration: 1.70 yrs (bottom quartile).	Modified duration: 0.95 yrs (lower mid).	Modified duration: 0.49 yrs (upper mid).	Modified duration: 2.53 yrs (bottom quartile).	Modified duration: 0.41 yrs (top quartile).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹813 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 8.08% (top quartile).
1M return: 0.72% (top quartile).
Sharpe: 1.46 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.61% (lower mid).
Modified duration: 1.70 yrs (bottom quartile).

UTI Treasury Advantage Fund

Bottom quartile AUM (₹3,125 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.81% (upper mid).
1M return: 0.62% (lower mid).
Sharpe: 2.55 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.69% (upper mid).
Modified duration: 0.95 yrs (lower mid).

UTI Money Market Fund

Highest AUM (₹19,496 Cr).
Established history (16+ yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 7.81% (lower mid).
1M return: 0.54% (bottom quartile).
Sharpe: 3.22 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.22% (bottom quartile).
Modified duration: 0.49 yrs (upper mid).

UTI Short Term Income Fund

Lower mid AUM (₹3,251 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.76% (bottom quartile).
1M return: 0.72% (upper mid).
Sharpe: 1.20 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.82% (top quartile).
Modified duration: 2.53 yrs (bottom quartile).

UTI Ultra Short Term Fund

Upper mid AUM (₹4,181 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.98% (bottom quartile).
1M return: 0.51% (bottom quartile).
Sharpe: 1.96 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.40% (bottom quartile).
Modified duration: 0.41 yrs (top quartile).

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.