Top 15 Mutual Fund Houses in India

Updated on February 22, 2026 , 43353 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	₹74.7355 ↓ -0.03	₹9,761	500	0.5	2.6	9.2	10.2	9.3	6.7
SBI Small Cap Fund Growth	₹161.91 ↓ -1.19	₹34,449	500	-4.2	-6.9	8	13.7	15.9	-4.9
SBI Magnum COMMA Fund Growth	₹114.417 ↑ 0.34	₹896	500	8.7	9.9	27.5	21.1	16.7	12.3
SBI Multi Asset Allocation Fund Growth	₹67.1464 ↓ -0.12	₹14,944	500	6.2	13	23.7	20.2	15	18.6
SBI Large and Midcap Fund Growth	₹657.03 ↑ 3.85	₹37,497	500	2.1	5.6	18.8	19.6	18	10.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Magnum COMMA Fund	SBI Multi Asset Allocation Fund	SBI Large and Midcap Fund
Point 1	Bottom quartile AUM (₹9,761 Cr).	Upper mid AUM (₹34,449 Cr).	Bottom quartile AUM (₹896 Cr).	Lower mid AUM (₹14,944 Cr).	Highest AUM (₹37,497 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: High.	Risk profile: Moderate.	Risk profile: Moderately High.
Point 5	5Y return: 9.31% (bottom quartile).	5Y return: 15.90% (lower mid).	5Y return: 16.69% (upper mid).	5Y return: 15.02% (bottom quartile).	5Y return: 17.95% (top quartile).
Point 6	3Y return: 10.17% (bottom quartile).	3Y return: 13.71% (bottom quartile).	3Y return: 21.11% (top quartile).	3Y return: 20.25% (upper mid).	3Y return: 19.57% (lower mid).
Point 7	1Y return: 9.22% (bottom quartile).	1Y return: 7.98% (bottom quartile).	1Y return: 27.54% (top quartile).	1Y return: 23.72% (upper mid).	1Y return: 18.77% (lower mid).
Point 8	1M return: 1.73% (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: -1.28 (bottom quartile).	1M return: 1.52% (bottom quartile).	Alpha: 3.74 (top quartile).
Point 9	Alpha: 0.00 (upper mid).	Sharpe: -0.41 (bottom quartile).	Sharpe: 0.73 (upper mid).	Alpha: 0.00 (bottom quartile).	Sharpe: 0.59 (lower mid).
Point 10	Sharpe: 0.16 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.23 (bottom quartile).	Sharpe: 2.05 (top quartile).	Information ratio: -0.27 (bottom quartile).

SBI Debt Hybrid Fund

Bottom quartile AUM (₹9,761 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 9.31% (bottom quartile).
3Y return: 10.17% (bottom quartile).
1Y return: 9.22% (bottom quartile).
1M return: 1.73% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.16 (bottom quartile).

SBI Small Cap Fund

Upper mid AUM (₹34,449 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.90% (lower mid).
3Y return: 13.71% (bottom quartile).
1Y return: 7.98% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹896 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 16.69% (upper mid).
3Y return: 21.11% (top quartile).
1Y return: 27.54% (top quartile).
Alpha: -1.28 (bottom quartile).
Sharpe: 0.73 (upper mid).
Information ratio: -0.23 (bottom quartile).

SBI Multi Asset Allocation Fund

Lower mid AUM (₹14,944 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
5Y return: 15.02% (bottom quartile).
3Y return: 20.25% (upper mid).
1Y return: 23.72% (upper mid).
1M return: 1.52% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.05 (top quartile).

SBI Large and Midcap Fund

Highest AUM (₹37,497 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.95% (top quartile).
3Y return: 19.57% (lower mid).
1Y return: 18.77% (lower mid).
Alpha: 3.74 (top quartile).
Sharpe: 0.59 (lower mid).
Information ratio: -0.27 (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	₹23.7817 ↑ 0.01	₹5,620	300	0.7	2.5	6.9	7.3	6	7.5
HDFC Corporate Bond Fund Growth	₹33.5849 ↑ 0.02	₹33,207	300	0.6	2.5	6.7	7.6	6.3	7.3
HDFC Small Cap Fund Growth	₹134.235 ↓ -0.84	₹36,941	300	-4.2	-5.4	12.9	19.1	20.7	-0.6
HDFC Equity Savings Fund Growth	₹67.921 ↓ -0.31	₹5,837	300	0.7	2.9	9.3	10.6	9.5	6.8
HDFC Credit Risk Debt Fund Growth	₹25.1022 ↓ 0.00	₹6,902	300	1.3	3.3	7.9	7.7	6.8	8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Small Cap Fund	HDFC Equity Savings Fund	HDFC Credit Risk Debt Fund
Point 1	Bottom quartile AUM (₹5,620 Cr).	Upper mid AUM (₹33,207 Cr).	Highest AUM (₹36,941 Cr).	Bottom quartile AUM (₹5,837 Cr).	Lower mid AUM (₹6,902 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (17+ yrs).	Oldest track record among peers (21 yrs).	Established history (11+ 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: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.
Point 5	1Y return: 6.95% (bottom quartile).	1Y return: 6.72% (bottom quartile).	5Y return: 20.71% (top quartile).	5Y return: 9.53% (upper mid).	1Y return: 7.90% (lower mid).
Point 6	1M return: 0.76% (bottom quartile).	1M return: 0.79% (bottom quartile).	3Y return: 19.08% (top quartile).	3Y return: 10.61% (upper mid).	1M return: 0.95% (lower mid).
Point 7	Sharpe: 0.36 (upper mid).	Sharpe: 0.24 (lower mid).	1Y return: 12.89% (top quartile).	1Y return: 9.26% (upper mid).	Sharpe: 1.14 (top quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	1M return: 1.30% (upper mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.26% (lower mid).	Yield to maturity (debt): 7.36% (upper mid).	Sharpe: 0.05 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Yield to maturity (debt): 8.56% (top quartile).
Point 10	Modified duration: 3.13 yrs (bottom quartile).	Modified duration: 4.47 yrs (bottom quartile).	Information ratio: 0.00 (lower mid).	Sharpe: 0.23 (bottom quartile).	Modified duration: 2.35 yrs (upper mid).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,620 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 6.95% (bottom quartile).
1M return: 0.76% (bottom quartile).
Sharpe: 0.36 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.26% (lower mid).
Modified duration: 3.13 yrs (bottom quartile).

HDFC Corporate Bond Fund

Upper mid AUM (₹33,207 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 6.72% (bottom quartile).
1M return: 0.79% (bottom quartile).
Sharpe: 0.24 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.36% (upper mid).
Modified duration: 4.47 yrs (bottom quartile).

HDFC Small Cap Fund

Highest AUM (₹36,941 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.71% (top quartile).
3Y return: 19.08% (top quartile).
1Y return: 12.89% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: 0.00 (lower mid).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,837 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.53% (upper mid).
3Y return: 10.61% (upper mid).
1Y return: 9.26% (upper mid).
1M return: 1.30% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.23 (bottom quartile).

HDFC Credit Risk Debt Fund

Lower mid AUM (₹6,902 Cr).
Established history (11+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.90% (lower mid).
1M return: 0.95% (lower mid).
Sharpe: 1.14 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.56% (top quartile).
Modified duration: 2.35 yrs (upper mid).

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	₹138.4 ↓ -1.23	₹10,951	100	-0.2	3.6	18.7	17.4	12.4	15.9
ICICI Prudential Nifty Next 50 Index Fund Growth	₹61.2741 ↑ 0.05	₹8,103	100	2.6	3.2	16.8	22.9	14.9	2.1
ICICI Prudential MIP 25 Growth	₹77.7591 ↓ -0.19	₹3,334	100	0	1.8	8.6	10.3	8.8	7.9
ICICI Prudential Long Term Plan Growth	₹38.0759 ↑ 0.04	₹14,826	100	1	2.7	6.7	7.6	6.5	7.2
ICICI Prudential US Bluechip Equity Fund Growth	₹73.84 ↓ -0.85	₹3,648	100	7.7	8.8	18.1	15.8	13.3	15.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 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 (₹10,951 Cr).	Lower mid AUM (₹8,103 Cr).	Bottom quartile AUM (₹3,334 Cr).	Highest AUM (₹14,826 Cr).	Bottom quartile AUM (₹3,648 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: 12.43% (lower mid).	5Y return: 14.89% (top quartile).	5Y return: 8.76% (bottom quartile).	1Y return: 6.66% (bottom quartile).	5Y return: 13.34% (upper mid).
Point 6	3Y return: 17.41% (upper mid).	3Y return: 22.89% (top quartile).	3Y return: 10.32% (bottom quartile).	1M return: 0.59% (bottom quartile).	3Y return: 15.81% (lower mid).
Point 7	1Y return: 18.73% (top quartile).	1Y return: 16.84% (lower mid).	1Y return: 8.55% (bottom quartile).	Sharpe: 0.37 (bottom quartile).	1Y return: 18.09% (upper mid).
Point 8	Alpha: -2.00 (bottom quartile).	1M return: 5.36% (top quartile).	1M return: 0.75% (lower mid).	Information ratio: 0.00 (upper mid).	Alpha: -2.57 (bottom quartile).
Point 9	Sharpe: 0.78 (upper mid).	Alpha: -0.79 (lower mid).	Alpha: 0.00 (top quartile).	Yield to maturity (debt): 7.82% (upper mid).	Sharpe: 0.82 (top quartile).
Point 10	Information ratio: -0.01 (lower mid).	Sharpe: 0.17 (bottom quartile).	Sharpe: 0.50 (lower mid).	Modified duration: 5.74 yrs (bottom quartile).	Information ratio: -1.43 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹10,951 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 12.43% (lower mid).
3Y return: 17.41% (upper mid).
1Y return: 18.73% (top quartile).
Alpha: -2.00 (bottom quartile).
Sharpe: 0.78 (upper mid).
Information ratio: -0.01 (lower mid).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹8,103 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.89% (top quartile).
3Y return: 22.89% (top quartile).
1Y return: 16.84% (lower mid).
1M return: 5.36% (top quartile).
Alpha: -0.79 (lower mid).
Sharpe: 0.17 (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,334 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.76% (bottom quartile).
3Y return: 10.32% (bottom quartile).
1Y return: 8.55% (bottom quartile).
1M return: 0.75% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.50 (lower mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,826 Cr).
Established history (16+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.66% (bottom quartile).
1M return: 0.59% (bottom quartile).
Sharpe: 0.37 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.82% (upper mid).
Modified duration: 5.74 yrs (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,648 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 13.34% (upper mid).
3Y return: 15.81% (lower mid).
1Y return: 18.09% (upper mid).
Alpha: -2.57 (bottom quartile).
Sharpe: 0.82 (top quartile).
Information ratio: -1.43 (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	₹64.73 ↓ -0.35	₹3,641	1,000	1.6	7.6	24.8	18.9	12.7	17.5
Aditya Birla Sun Life Small Cap Fund Growth	₹84.5076 ↓ -0.67	₹4,778	1,000	-1.3	-0.6	17.2	18.6	15.3	-3.7
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,539.9 ↓ -13.71	₹7,334	100	-1.5	0.9	12.3	14.5	11	7.2
Aditya Birla Sun Life Regular Savings Fund Growth	₹69.0702 ↓ -0.12	₹1,533	500	0.8	2.7	9.3	9.5	8.5	7.1
Aditya Birla Sun Life Savings Fund Growth	₹570.709 ↑ 0.05	₹22,857	1,000	1.3	3	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 24 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Savings Fund
Point 1	Bottom quartile AUM (₹3,641 Cr).	Lower mid AUM (₹4,778 Cr).	Upper mid AUM (₹7,334 Cr).	Bottom quartile AUM (₹1,533 Cr).	Highest AUM (₹22,857 Cr).
Point 2	Established history (12+ yrs).	Established history (18+ yrs).	Oldest track record among peers (31 yrs).	Established history (21+ yrs).	Established history (22+ 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 High.	Risk profile: Moderately Low.
Point 5	5Y return: 12.73% (upper mid).	5Y return: 15.31% (top quartile).	5Y return: 10.96% (lower mid).	5Y return: 8.48% (bottom quartile).	1Y return: 7.11% (bottom quartile).
Point 6	3Y return: 18.87% (top quartile).	3Y return: 18.61% (upper mid).	3Y return: 14.48% (lower mid).	3Y return: 9.52% (bottom quartile).	1M return: 0.61% (bottom quartile).
Point 7	1Y return: 24.77% (top quartile).	1Y return: 17.18% (upper mid).	1Y return: 12.33% (lower mid).	1Y return: 9.26% (bottom quartile).	Sharpe: 2.17 (top quartile).
Point 8	Alpha: 0.61 (upper mid).	Alpha: 0.00 (lower mid).	1M return: 1.24% (bottom quartile).	1M return: 1.34% (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 1.03 (upper mid).	Sharpe: 0.01 (bottom quartile).	Alpha: -0.23 (bottom quartile).	Alpha: 1.62 (top quartile).	Yield to maturity (debt): 6.81% (lower mid).
Point 10	Information ratio: 0.25 (upper mid).	Information ratio: 0.00 (bottom quartile).	Sharpe: 0.21 (bottom quartile).	Sharpe: 0.63 (lower mid).	Modified duration: 0.47 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,641 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: High.
5Y return: 12.73% (upper mid).
3Y return: 18.87% (top quartile).
1Y return: 24.77% (top quartile).
Alpha: 0.61 (upper mid).
Sharpe: 1.03 (upper mid).
Information ratio: 0.25 (upper mid).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,778 Cr).
Established history (18+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.31% (top quartile).
3Y return: 18.61% (upper mid).
1Y return: 17.18% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.01 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Equity Hybrid 95 Fund

Upper mid AUM (₹7,334 Cr).
Oldest track record among peers (31 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.96% (lower mid).
3Y return: 14.48% (lower mid).
1Y return: 12.33% (lower mid).
1M return: 1.24% (bottom quartile).
Alpha: -0.23 (bottom quartile).
Sharpe: 0.21 (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,533 Cr).
Established history (21+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.48% (bottom quartile).
3Y return: 9.52% (bottom quartile).
1Y return: 9.26% (bottom quartile).
1M return: 1.34% (lower mid).
Alpha: 1.62 (top quartile).
Sharpe: 0.63 (lower mid).

Aditya Birla Sun Life Savings Fund

Highest AUM (₹22,857 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.11% (bottom quartile).
1M return: 0.61% (bottom quartile).
Sharpe: 2.17 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.81% (lower mid).
Modified duration: 0.47 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	₹149.455 ↓ -0.70	₹3,003	500	3.9	5.6	22.5	28.7	23.7	3.7
Franklin India Smaller Companies Fund Growth	₹161.681 ↓ -1.43	₹12,764	500	-3.5	-4.6	9	18.9	19.5	-8.4
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹79.3321 ↑ 0.87	₹4,573	500	1.5	0.3	6.3	21.4	9.3	11.4
Franklin India Opportunities Fund Growth	₹255.564 ↓ -0.55	₹8,271	500	-2	-0.3	14.9	29.4	20.5	3.1
Franklin India Prima Fund Growth	₹2,704.58 ↓ -22.79	₹12,223	500	-3	-1.9	13.1	22	16.5	1.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin Build India Fund	Franklin India Smaller Companies Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Opportunities Fund	Franklin India Prima Fund
Point 1	Bottom quartile AUM (₹3,003 Cr).	Highest AUM (₹12,764 Cr).	Bottom quartile AUM (₹4,573 Cr).	Lower mid AUM (₹8,271 Cr).	Upper mid AUM (₹12,223 Cr).
Point 2	Established history (16+ yrs).	Established history (20+ yrs).	Established history (14+ yrs).	Established history (26+ yrs).	Oldest track record among peers (32 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: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 23.71% (top quartile).	5Y return: 19.47% (lower mid).	5Y return: 9.34% (bottom quartile).	5Y return: 20.46% (upper mid).	5Y return: 16.53% (bottom quartile).
Point 6	3Y return: 28.69% (upper mid).	3Y return: 18.87% (bottom quartile).	3Y return: 21.43% (bottom quartile).	3Y return: 29.39% (top quartile).	3Y return: 22.04% (lower mid).
Point 7	1Y return: 22.49% (top quartile).	1Y return: 9.04% (bottom quartile).	1Y return: 6.30% (bottom quartile).	1Y return: 14.93% (upper mid).	1Y return: 13.10% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: -4.41 (bottom quartile).	Alpha: -11.40 (bottom quartile).	Alpha: -1.01 (upper mid).	Alpha: -4.07 (lower mid).
Point 9	Sharpe: 0.21 (top quartile).	Sharpe: -0.38 (bottom quartile).	Sharpe: 0.16 (upper mid).	Sharpe: 0.12 (lower mid).	Sharpe: -0.01 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -0.19 (lower mid).	Information ratio: -1.97 (bottom quartile).	Information ratio: 1.66 (top quartile).	Information ratio: -0.54 (bottom quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,003 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 23.71% (top quartile).
3Y return: 28.69% (upper mid).
1Y return: 22.49% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.21 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

Highest AUM (₹12,764 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.47% (lower mid).
3Y return: 18.87% (bottom quartile).
1Y return: 9.04% (bottom quartile).
Alpha: -4.41 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.19 (lower mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Bottom quartile AUM (₹4,573 Cr).
Established history (14+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 9.34% (bottom quartile).
3Y return: 21.43% (bottom quartile).
1Y return: 6.30% (bottom quartile).
Alpha: -11.40 (bottom quartile).
Sharpe: 0.16 (upper mid).
Information ratio: -1.97 (bottom quartile).

Franklin India Opportunities Fund

Lower mid AUM (₹8,271 Cr).
Established history (26+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.46% (upper mid).
3Y return: 29.39% (top quartile).
1Y return: 14.93% (upper mid).
Alpha: -1.01 (upper mid).
Sharpe: 0.12 (lower mid).
Information ratio: 1.66 (top quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,223 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.53% (bottom quartile).
3Y return: 22.04% (lower mid).
1Y return: 13.10% (lower mid).
Alpha: -4.07 (lower mid).
Sharpe: -0.01 (bottom quartile).
Information ratio: -0.54 (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 Equity Opportunities Fund Growth	₹356.407 ↓ -2.51	₹29,991	1,000	1.8	5	20	20.4	17.1	5.6
Kotak Standard Multicap Fund Growth	₹87.429 ↓ -0.77	₹56,479	500	0.8	3.6	18.9	18.1	13.9	9.5
Kotak Asset Allocator Fund - FOF Growth	₹263.223 ↑ 2.67	₹2,398	1,000	4.9	12	23.2	21.1	18.4	15.4
Kotak Infrastructure & Economic Reform Fund Growth	₹66.323 ↓ -0.59	₹2,252	1,000	1.9	1.9	21.2	20.6	21.9	-3.7
Kotak Emerging Equity Scheme Growth	₹136.395 ↓ -0.48	₹59,041	1,000	0.2	-0.8	20.3	21.9	19.4	1.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Equity Opportunities Fund	Kotak Standard Multicap Fund	Kotak Asset Allocator Fund - FOF	Kotak Infrastructure & Economic Reform Fund	Kotak Emerging Equity Scheme
Point 1	Lower mid AUM (₹29,991 Cr).	Upper mid AUM (₹56,479 Cr).	Bottom quartile AUM (₹2,398 Cr).	Bottom quartile AUM (₹2,252 Cr).	Highest AUM (₹59,041 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (16+ 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: High.	Risk profile: Moderately High.
Point 5	5Y return: 17.15% (bottom quartile).	5Y return: 13.90% (bottom quartile).	5Y return: 18.45% (lower mid).	5Y return: 21.94% (top quartile).	5Y return: 19.36% (upper mid).
Point 6	3Y return: 20.41% (bottom quartile).	3Y return: 18.15% (bottom quartile).	3Y return: 21.13% (upper mid).	3Y return: 20.57% (lower mid).	3Y return: 21.87% (top quartile).
Point 7	1Y return: 20.00% (bottom quartile).	1Y return: 18.88% (bottom quartile).	1Y return: 23.25% (top quartile).	1Y return: 21.16% (upper mid).	1Y return: 20.25% (lower mid).
Point 8	Alpha: 2.61 (upper mid).	Alpha: 3.74 (top quartile).	1M return: 0.38% (bottom quartile).	Alpha: -8.03 (bottom quartile).	Alpha: -0.96 (bottom quartile).
Point 9	Sharpe: 0.44 (lower mid).	Sharpe: 0.46 (upper mid).	Alpha: 0.00 (lower mid).	Sharpe: -0.06 (bottom quartile).	Sharpe: 0.18 (bottom quartile).
Point 10	Information ratio: 0.08 (upper mid).	Information ratio: 0.19 (top quartile).	Sharpe: 1.38 (top quartile).	Information ratio: -0.29 (bottom quartile).	Information ratio: -0.44 (bottom quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹29,991 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.15% (bottom quartile).
3Y return: 20.41% (bottom quartile).
1Y return: 20.00% (bottom quartile).
Alpha: 2.61 (upper mid).
Sharpe: 0.44 (lower mid).
Information ratio: 0.08 (upper mid).

Kotak Standard Multicap Fund

Upper mid AUM (₹56,479 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.90% (bottom quartile).
3Y return: 18.15% (bottom quartile).
1Y return: 18.88% (bottom quartile).
Alpha: 3.74 (top quartile).
Sharpe: 0.46 (upper mid).
Information ratio: 0.19 (top quartile).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,398 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.45% (lower mid).
3Y return: 21.13% (upper mid).
1Y return: 23.25% (top quartile).
1M return: 0.38% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.38 (top quartile).

Kotak Infrastructure & Economic Reform Fund

Bottom quartile AUM (₹2,252 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 21.94% (top quartile).
3Y return: 20.57% (lower mid).
1Y return: 21.16% (upper mid).
Alpha: -8.03 (bottom quartile).
Sharpe: -0.06 (bottom quartile).
Information ratio: -0.29 (bottom quartile).

Kotak Emerging Equity Scheme

Highest AUM (₹59,041 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.36% (upper mid).
3Y return: 21.87% (top quartile).
1Y return: 20.25% (lower mid).
Alpha: -0.96 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -0.44 (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	₹45.9856 ↓ -0.32	₹4,566	500	0.1	4.8	16.9	17.1	13.9	4.9
Tata Equity PE Fund Growth	₹354.207 ↓ -1.68	₹8,819	150	-1.2	3.7	14.8	20.3	16.3	3.7
Tata Retirement Savings Fund-Moderate Growth	₹62.8895 ↓ -0.36	₹2,094	150	-3.2	-2.2	8.8	14.7	10.9	1
Tata Retirement Savings Fund - Progressive Growth	₹63.066 ↓ -0.41	₹2,041	150	-3.6	-3.3	8.7	15.8	11.1	-1.2
Tata Treasury Advantage Fund Growth	₹4,082.09 ↑ 1.01	₹3,715	500	1.2	2.8	6.9	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 24 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 (₹4,566 Cr).	Highest AUM (₹8,819 Cr).	Bottom quartile AUM (₹2,094 Cr).	Bottom quartile AUM (₹2,041 Cr).	Lower mid AUM (₹3,715 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: 13.89% (upper mid).	5Y return: 16.33% (top quartile).	5Y return: 10.86% (bottom quartile).	5Y return: 11.13% (lower mid).	1Y return: 6.85% (bottom quartile).
Point 6	3Y return: 17.08% (upper mid).	3Y return: 20.25% (top quartile).	3Y return: 14.72% (bottom quartile).	3Y return: 15.79% (lower mid).	1M return: 0.65% (bottom quartile).
Point 7	1Y return: 16.92% (top quartile).	1Y return: 14.84% (upper mid).	1Y return: 8.78% (lower mid).	1Y return: 8.66% (bottom quartile).	Sharpe: 1.22 (top quartile).
Point 8	Alpha: -0.76 (bottom quartile).	Alpha: 0.27 (top quartile).	1M return: 1.26% (bottom quartile).	1M return: 1.39% (lower mid).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: 0.14 (lower mid).	Sharpe: 0.22 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: -5.02 (bottom quartile).	Yield to maturity (debt): 6.61% (top quartile).
Point 10	Information ratio: -0.35 (bottom quartile).	Information ratio: 0.89 (top quartile).	Sharpe: -0.09 (bottom quartile).	Sharpe: -0.13 (bottom quartile).	Modified duration: 0.03 yrs (bottom quartile).

Tata India Tax Savings Fund

Upper mid AUM (₹4,566 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.89% (upper mid).
3Y return: 17.08% (upper mid).
1Y return: 16.92% (top quartile).
Alpha: -0.76 (bottom quartile).
Sharpe: 0.14 (lower mid).
Information ratio: -0.35 (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹8,819 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.33% (top quartile).
3Y return: 20.25% (top quartile).
1Y return: 14.84% (upper mid).
Alpha: 0.27 (top quartile).
Sharpe: 0.22 (upper mid).
Information ratio: 0.89 (top quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,094 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.86% (bottom quartile).
3Y return: 14.72% (bottom quartile).
1Y return: 8.78% (lower mid).
1M return: 1.26% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.09 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,041 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.13% (lower mid).
3Y return: 15.79% (lower mid).
1Y return: 8.66% (bottom quartile).
1M return: 1.39% (lower mid).
Alpha: -5.02 (bottom quartile).
Sharpe: -0.13 (bottom quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,715 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.85% (bottom quartile).
1M return: 0.65% (bottom quartile).
Sharpe: 1.22 (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	₹98.43 ↓ -0.83	₹8,959	100	-3.9	-4.6	17.7	24.8	17.2	4.7
Invesco India Financial Services Fund Growth	₹147.71 ↓ -0.41	₹1,628	100	2.6	7.6	27.1	23.6	15.5	15.1
Invesco India Contra Fund Growth	₹132.31 ↓ -1.53	₹19,946	500	-3.5	-2.4	11.1	19.7	15.4	3.1
Invesco India Liquid Fund Growth	₹3,726.11 ↑ 0.58	₹15,884	500	1.5	2.9	6.3	6.9	5.9	6.5
Invesco India PSU Equity Fund Growth	₹68.22 ↓ -0.17	₹1,492	500	4.9	10.9	31	32.5	25.9	10.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Invesco India Financial Services Fund	Invesco India Contra Fund	Invesco India Liquid Fund	Invesco India PSU Equity Fund
Point 1	Lower mid AUM (₹8,959 Cr).	Bottom quartile AUM (₹1,628 Cr).	Highest AUM (₹19,946 Cr).	Upper mid AUM (₹15,884 Cr).	Bottom quartile AUM (₹1,492 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Oldest track record among peers (19 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: Moderately High.	Risk profile: Low.	Risk profile: High.
Point 5	5Y return: 17.25% (upper mid).	5Y return: 15.50% (lower mid).	5Y return: 15.38% (bottom quartile).	1Y return: 6.33% (bottom quartile).	5Y return: 25.88% (top quartile).
Point 6	3Y return: 24.77% (upper mid).	3Y return: 23.59% (lower mid).	3Y return: 19.67% (bottom quartile).	1M return: 0.54% (bottom quartile).	3Y return: 32.54% (top quartile).
Point 7	1Y return: 17.70% (lower mid).	1Y return: 27.06% (upper mid).	1Y return: 11.14% (bottom quartile).	Sharpe: 3.09 (top quartile).	1Y return: 31.04% (top quartile).
Point 8	Alpha: -0.94 (lower mid).	Alpha: 1.75 (top quartile).	Alpha: -1.98 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: -2.70 (bottom quartile).
Point 9	Sharpe: 0.19 (bottom quartile).	Sharpe: 1.06 (upper mid).	Sharpe: 0.04 (bottom quartile).	Yield to maturity (debt): 6.44% (top quartile).	Sharpe: 0.53 (lower mid).
Point 10	Information ratio: 0.56 (lower mid).	Information ratio: 0.96 (top quartile).	Information ratio: 0.76 (upper mid).	Modified duration: 0.08 yrs (bottom quartile).	Information ratio: -0.50 (bottom quartile).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹8,959 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.25% (upper mid).
3Y return: 24.77% (upper mid).
1Y return: 17.70% (lower mid).
Alpha: -0.94 (lower mid).
Sharpe: 0.19 (bottom quartile).
Information ratio: 0.56 (lower mid).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,628 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 15.50% (lower mid).
3Y return: 23.59% (lower mid).
1Y return: 27.06% (upper mid).
Alpha: 1.75 (top quartile).
Sharpe: 1.06 (upper mid).
Information ratio: 0.96 (top quartile).

Invesco India Contra Fund

Highest AUM (₹19,946 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.38% (bottom quartile).
3Y return: 19.67% (bottom quartile).
1Y return: 11.14% (bottom quartile).
Alpha: -1.98 (bottom quartile).
Sharpe: 0.04 (bottom quartile).
Information ratio: 0.76 (upper mid).

Invesco India Liquid Fund

Upper mid AUM (₹15,884 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 6.33% (bottom quartile).
1M return: 0.54% (bottom quartile).
Sharpe: 3.09 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.44% (top quartile).
Modified duration: 0.08 yrs (bottom quartile).

Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,492 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 25.88% (top quartile).
3Y return: 32.54% (top quartile).
1Y return: 31.04% (top quartile).
Alpha: -2.70 (bottom quartile).
Sharpe: 0.53 (lower mid).
Information ratio: -0.50 (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	₹92.228 ↓ -0.85	₹1,461	100	-7.7	-7.3	3.9	15.4	13.1	-0.1
Sundaram Mid Cap Fund Growth	₹1,418.04 ↓ -7.08	₹12,917	100	-0.5	1.8	20.1	25.3	19.7	4.1
Sundaram Diversified Equity Fund Growth	₹223.987 ↓ -1.54	₹1,389	250	-0.7	0.6	13.3	14.3	12.6	7.1
Sundaram Corporate Bond Fund Growth	₹41.5028 ↑ 0.01	₹758	250	0.7	2.5	7.1	7.1	6	7.5
Sundaram Large and Mid Cap Fund Growth	₹87.2774 ↓ -0.73	₹6,735	100	-0.5	2.3	16.7	17.8	14.6	3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 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 (₹1,461 Cr).	Highest AUM (₹12,917 Cr).	Bottom quartile AUM (₹1,389 Cr).	Bottom quartile AUM (₹758 Cr).	Upper mid AUM (₹6,735 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (19+ 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: 13.10% (lower mid).	5Y return: 19.70% (top quartile).	5Y return: 12.59% (bottom quartile).	1Y return: 7.05% (bottom quartile).	5Y return: 14.57% (upper mid).
Point 6	3Y return: 15.43% (lower mid).	3Y return: 25.25% (top quartile).	3Y return: 14.33% (bottom quartile).	1M return: 0.65% (bottom quartile).	3Y return: 17.84% (upper mid).
Point 7	1Y return: 3.87% (bottom quartile).	1Y return: 20.07% (top quartile).	1Y return: 13.28% (lower mid).	Sharpe: 0.45 (top quartile).	1Y return: 16.65% (upper mid).
Point 8	Alpha: -7.86 (bottom quartile).	Alpha: 0.78 (top quartile).	Alpha: -0.52 (lower mid).	Information ratio: 0.00 (upper mid).	Alpha: -1.78 (bottom quartile).
Point 9	Sharpe: -0.56 (bottom quartile).	Sharpe: 0.28 (upper mid).	Sharpe: 0.15 (lower mid).	Yield to maturity (debt): 7.10% (top quartile).	Sharpe: 0.14 (bottom quartile).
Point 10	Information ratio: -0.54 (lower mid).	Information ratio: 0.23 (top quartile).	Information ratio: -1.03 (bottom quartile).	Modified duration: 2.94 yrs (bottom quartile).	Information ratio: -0.81 (bottom quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,461 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.10% (lower mid).
3Y return: 15.43% (lower mid).
1Y return: 3.87% (bottom quartile).
Alpha: -7.86 (bottom quartile).
Sharpe: -0.56 (bottom quartile).
Information ratio: -0.54 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹12,917 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.70% (top quartile).
3Y return: 25.25% (top quartile).
1Y return: 20.07% (top quartile).
Alpha: 0.78 (top quartile).
Sharpe: 0.28 (upper mid).
Information ratio: 0.23 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,389 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.59% (bottom quartile).
3Y return: 14.33% (bottom quartile).
1Y return: 13.28% (lower mid).
Alpha: -0.52 (lower mid).
Sharpe: 0.15 (lower mid).
Information ratio: -1.03 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹758 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.05% (bottom quartile).
1M return: 0.65% (bottom quartile).
Sharpe: 0.45 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.10% (top quartile).
Modified duration: 2.94 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹6,735 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.57% (upper mid).
3Y return: 17.84% (upper mid).
1Y return: 16.65% (upper mid).
Alpha: -1.78 (bottom quartile).
Sharpe: 0.14 (bottom quartile).
Information ratio: -0.81 (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	₹22.7657 ↑ 0.00	₹1,078	500	1.1	2.7	7.4	7.4	7.2	7.8
UTI Treasury Advantage Fund Growth	₹3,693.41 ↑ 0.60	₹2,929	500	1.3	3	7.3	7.4	7.3	7.5
UTI Money Market Fund Growth	₹3,212.33 ↑ 0.74	₹20,497	500	1.4	3	7.2	7.5	6.3	7.5
UTI Short Term Income Fund Growth	₹32.8197 ↑ 0.01	₹3,166	500	0.9	2.5	6.9	7.4	7.1	7.3
UTI Regular Savings Fund Growth	₹70.2659 ↓ -0.16	₹1,681	500	-0.3	1.5	6.7	9.6	8.8	6.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 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 Regular Savings Fund
Point 1	Bottom quartile AUM (₹1,078 Cr).	Lower mid AUM (₹2,929 Cr).	Highest AUM (₹20,497 Cr).	Upper mid AUM (₹3,166 Cr).	Bottom quartile AUM (₹1,681 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 High.
Point 5	1Y return: 7.42% (top quartile).	1Y return: 7.26% (upper mid).	1Y return: 7.20% (lower mid).	1Y return: 6.93% (bottom quartile).	5Y return: 8.79% (top quartile).
Point 6	1M return: 0.69% (lower mid).	1M return: 0.67% (bottom quartile).	1M return: 0.62% (bottom quartile).	1M return: 0.73% (upper mid).	3Y return: 9.58% (top quartile).
Point 7	Sharpe: 1.05 (lower mid).	Sharpe: 1.80 (upper mid).	Sharpe: 2.26 (top quartile).	Sharpe: 0.54 (bottom quartile).	1Y return: 6.65% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	1M return: 0.80% (top quartile).
Point 9	Yield to maturity (debt): 7.04% (bottom quartile).	Yield to maturity (debt): 7.29% (upper mid).	Yield to maturity (debt): 6.96% (bottom quartile).	Yield to maturity (debt): 7.33% (top quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 1.11 yrs (lower mid).	Modified duration: 0.93 yrs (upper mid).	Modified duration: 0.41 yrs (top quartile).	Modified duration: 2.22 yrs (bottom quartile).	Sharpe: -0.13 (bottom quartile).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹1,078 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.42% (top quartile).
1M return: 0.69% (lower mid).
Sharpe: 1.05 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.04% (bottom quartile).
Modified duration: 1.11 yrs (lower mid).

UTI Treasury Advantage Fund

Lower mid AUM (₹2,929 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.26% (upper mid).
1M return: 0.67% (bottom quartile).
Sharpe: 1.80 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.29% (upper mid).
Modified duration: 0.93 yrs (upper mid).

UTI Money Market Fund

Highest AUM (₹20,497 Cr).
Established history (16+ yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 7.20% (lower mid).
1M return: 0.62% (bottom quartile).
Sharpe: 2.26 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.96% (bottom quartile).
Modified duration: 0.41 yrs (top quartile).

UTI Short Term Income Fund

Upper mid AUM (₹3,166 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.93% (bottom quartile).
1M return: 0.73% (upper mid).
Sharpe: 0.54 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.33% (top quartile).
Modified duration: 2.22 yrs (bottom quartile).

UTI Regular Savings Fund

Bottom quartile AUM (₹1,681 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.79% (top quartile).
3Y return: 9.58% (top quartile).
1Y return: 6.65% (bottom quartile).
1M return: 0.80% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.13 (bottom 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.