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ਜੇਕਰ ਤੁਸੀਂ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹੋ, ਤਾਂਮਿਉਚੁਅਲ ਫੰਡ ਵਿਚਾਰੇ ਜਾਣੇ ਚਾਹੀਦੇ ਹਨ! ਮਿਉਚੁਅਲ ਫੰਡ ਇੱਕ ਵਧੀਆ ਨਿਵੇਸ਼ ਵਿਕਲਪ ਹਨ ਜੋ ਲੰਬੇ ਸਮੇਂ ਲਈ ਆਪਣੇ ਪੈਸੇ ਦੇ ਮੁੱਲ ਨੂੰ ਵਧਾਉਣਾ ਚਾਹੁੰਦੇ ਹਨ। ਹਾਲਾਂਕਿ, ਲੰਬੇ ਸਮੇਂ ਦੀ ਮਿਆਦ ਲਈ ਅਜਿਹੀ ਕੋਈ ਸਮਾਂ ਸੀਮਾ ਨਹੀਂ ਹੈ, ਪਰ ਇਹ ਆਮ ਤੌਰ 'ਤੇ ਪੰਜ ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਹੋ ਸਕਦੀ ਹੈ। ਇਸ ਲਈ, ਆਓ ਕੁਝ ਦੇਖੀਏਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ਾਂ ਲਈ.
ਸਰਬੋਤਮ ਲੰਬੀ ਮਿਆਦ ਦੇ ਮਿਉਚੁਅਲ ਫੰਡ
ਇੱਕ ਲੰਬੀ ਮਿਆਦ ਦਾ ਨਿਵੇਸ਼ ਬਹੁਤ ਸਾਰੇ ਤਰੀਕਿਆਂ ਨਾਲ ਜ਼ਰੂਰੀ ਹੈ। ਇਹ ਦੌਲਤ ਬਣਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ,ਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਅਤੇ ਕੋਈ ਉਹਨਾਂ ਦੀ ਜ਼ਿਆਦਾਤਰ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਜਿਵੇਂ ਕਿ ਘਰ/ਕਾਰ ਖਰੀਦਣਾ, ਬੱਚੇ ਦੀ ਸਿੱਖਿਆ, ਅੰਤਰਰਾਸ਼ਟਰੀ ਯਾਤਰਾਵਾਂ, ਜਾਂ ਕੋਈ ਹੋਰ ਜਾਇਦਾਦ। ਲੰਬੇ ਸਮੇਂ ਲਈ ਸਭ ਤੋਂ ਵੱਧ ਸਲਾਹ ਦਿੱਤੀ ਗਈ ਯੋਜਨਾ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਹੈ। ਇਹ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਬਣਾਉਣ ਲਈ ਜਾਣੇ ਜਾਂਦੇ ਹਨ।
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ਇਕੁਇਟੀਜ਼ ਕੰਪਨੀਆਂ ਦੇ ਸ਼ੇਅਰਾਂ ਅਤੇ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਜਿੰਨਾ ਚਿਰ ਤੁਸੀਂ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਵਧੀਆ ਰਿਟਰਨ ਕਮਾਉਣ ਦੀਆਂ ਸੰਭਾਵਨਾਵਾਂ ਵੱਧ ਹੁੰਦੀਆਂ ਹਨ। ਪਰ, ਕਿਸੇ ਨੂੰ ਹਮੇਸ਼ਾ ਯਾਦ ਰੱਖਣਾ ਚਾਹੀਦਾ ਹੈ ਕਿ 'ਉੱਚ ਰਿਟਰਨ ਉੱਚ ਜੋਖਮ' ਦੇ ਨਾਲ, ਇਕੁਇਟੀਜ਼ ਜੋਖਮ ਭਰਪੂਰ ਫੰਡ ਹੋ ਸਕਦੇ ਹਨ। ਫਿਰ ਵੀ, ਜੇਕਰ ਚੰਗੀ ਤਰ੍ਹਾਂ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਲਈ ਯੋਜਨਾ ਬਣਾਈ ਗਈ ਹੈ, ਤਾਂ ਕੋਈ ਵਿਅਕਤੀ ਚੰਗੇ ਰਿਟਰਨ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦਾ ਹੈ ਅਤੇ ਆਪਣੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਟੀਚਿਆਂ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦਾ ਹੈ।
ਨਿਵੇਸ਼ ਵਿੱਚਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਬਹੁਤ ਸਾਰੇ ਫਾਇਦੇ ਹੋ ਸਕਦੇ ਹਨ ਜਿਵੇਂ ਕਿ:
ਵਿਭਿੰਨਤਾ
ਵਧੀਆ ਦੇ ਨਾਲਇਕੁਇਟੀ ਫੰਡ ਨਿਵੇਸ਼ਕ ਨਿਯਮਿਤ ਤੌਰ 'ਤੇ ਨਿਵੇਸ਼ ਕਰਕੇ ਆਪਣੇ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਵਿਭਿੰਨਤਾ ਕਰ ਸਕਦੇ ਹਨ। ਇਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਉਹ ਵੱਖ-ਵੱਖ ਆਰਥਿਕ ਖੇਤਰਾਂ ਦੇ ਇਕੁਇਟੀ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ। ਬਹੁਤ ਸਾਰੇ ਇਕੁਇਟੀ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ ਲਾਰਜ-ਕੈਪ,ਮਿਡ-ਕੈਪ, ਬਹੁ-ਸਿਰ,ਛੋਟੀ ਕੈਪ, ਆਦਿ। ਇਸ ਲਈ, ਭਾਵੇਂ ਕਿਸੇ ਖਾਸ ਸਟਾਕ ਦੀ ਕੀਮਤ ਵਿੱਚ ਗਿਰਾਵਟ ਆਉਂਦੀ ਹੈ, ਦੂਜੇ ਉਸ ਨੁਕਸਾਨ ਨੂੰ ਪੂਰਾ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰ ਸਕਦੇ ਹਨ, ਜੋ ਕਿਬਜ਼ਾਰ ਸਥਿਤੀ.
ਤਰਲਤਾ
ਕਿਉਂਕਿ ਸਟਾਕਾਂ ਦਾ ਸਾਰੇ ਪ੍ਰਮੁੱਖ ਐਕਸਚੇਂਜਾਂ ਵਿੱਚ ਸਰਗਰਮੀ ਨਾਲ ਵਪਾਰ ਕੀਤਾ ਜਾਂਦਾ ਹੈ, ਹਰ ਰੋਜ਼, ਇਹ ਇਕੁਇਟੀ ਫੰਡਾਂ ਨੂੰ ਇੱਕ ਬਹੁਤ ਜ਼ਿਆਦਾ ਤਰਲ ਨਿਵੇਸ਼ ਬਣਾਉਂਦਾ ਹੈ। ਇਹ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਬਾਜ਼ਾਰ ਦੀ ਸਥਿਤੀ ਦੇ ਆਧਾਰ 'ਤੇ ਆਪਣੇ ਸਟਾਕਾਂ ਨੂੰ ਖਰੀਦਣ ਅਤੇ ਵੇਚਣ ਦੀ ਸਹੂਲਤ ਪ੍ਰਦਾਨ ਕਰਦਾ ਹੈ। ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ, ਪੈਸਾ ਆਮ ਤੌਰ 'ਤੇ ਤੁਹਾਡੇ ਵਿੱਚ ਕ੍ਰੈਡਿਟ ਹੁੰਦਾ ਹੈਬੈਂਕ ਤਿੰਨ ਦਿਨਾਂ ਵਿੱਚ ਖਾਤਾ.
ਲਾਭਅੰਸ਼ ਆਮਦਨ
ਬਲੂ-ਚਿੱਪ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਨਾਲ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸਥਿਰ ਕਮਾਈ ਕਰਨ ਵਿੱਚ ਮਦਦ ਮਿਲ ਸਕਦੀ ਹੈਆਮਦਨ ਲਾਭਅੰਸ਼ ਦੇ ਰੂਪ ਵਿੱਚ. ਅਜਿਹੀਆਂ ਬਹੁਤ ਸਾਰੀਆਂ ਕੰਪਨੀਆਂ ਆਮ ਤੌਰ 'ਤੇ ਅਸਥਿਰ ਮਾਰਕੀਟ ਸਥਿਤੀਆਂ ਵਿੱਚ ਵੀ ਨਿਯਮਤ ਲਾਭਅੰਸ਼ ਦਾ ਭੁਗਤਾਨ ਕਰਦੀਆਂ ਹਨ, ਖਾਸ ਤੌਰ 'ਤੇ ਤਿਮਾਹੀ ਭੁਗਤਾਨ ਕੀਤਾ ਜਾਂਦਾ ਹੈ। ਇੱਕ ਵਿਭਿੰਨ ਪੋਰਟਫੋਲੀਓ ਹੋਣ ਨਾਲ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸਾਲ ਵਿੱਚ ਇੱਕ ਸਥਿਰ ਲਾਭਅੰਸ਼ ਆਮਦਨ ਪ੍ਰਦਾਨ ਹੋ ਸਕਦੀ ਹੈ।
ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ ਮਿਉਚੁਅਲ ਫੰਡ
ਸਰਬੋਤਮ ਮਲਟੀ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Standard Multicap Fund Growth ₹85.65
↑ 0.02 ₹53,626 500 1 11.6 0.5 17.6 20.1 16.5 Motilal Oswal Multicap 35 Fund Growth ₹63.0641
↓ -0.45 ₹13,679 500 2.6 11.7 -1 22.2 20.6 45.7 Mirae Asset India Equity Fund Growth ₹114.161
↓ -0.21 ₹39,477 1,000 2.5 9.6 -1.9 13.7 17.6 12.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,811.87
↓ -3.16 ₹22,962 100 2 10.5 -1.6 17.9 21 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Standard Multicap Fund Motilal Oswal Multicap 35 Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Highest AUM (₹53,626 Cr). Bottom quartile AUM (₹13,679 Cr). Upper mid AUM (₹39,477 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹22,962 Cr). Point 2 Established history (16+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.11% (lower mid). 5Y return: 20.58% (upper mid). 5Y return: 17.63% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 21.00% (top quartile). Point 6 3Y return: 17.55% (lower mid). 3Y return: 22.20% (top quartile). 3Y return: 13.71% (bottom quartile). 3Y return: 17.28% (bottom quartile). 3Y return: 17.85% (upper mid). Point 7 1Y return: 0.50% (upper mid). 1Y return: -1.00% (lower mid). 1Y return: -1.94% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: -1.57% (bottom quartile). Point 8 Alpha: 3.91 (upper mid). Alpha: 9.76 (top quartile). Alpha: 1.60 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.31 (lower mid). Point 9 Sharpe: -0.37 (lower mid). Sharpe: -0.06 (upper mid). Sharpe: -0.52 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: -0.46 (bottom quartile). Point 10 Information ratio: 0.19 (lower mid). Information ratio: 0.79 (top quartile). Information ratio: -0.17 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.70 (upper mid). Kotak Standard Multicap Fund
Motilal Oswal Multicap 35 Fund
Mirae Asset India Equity Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
ਵਧੀਆ ELSS (ਟੈਕਸ ਸੇਵਿੰਗ ਮਿਉਚੁਅਲ ਫੰਡ)
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 ₹44.6698
↓ -0.06 ₹4,472 500 1.9 9.2 -4.9 16.1 20.5 19.5 Bandhan Tax Advantage (ELSS) Fund Growth ₹153.396
↓ -0.22 ₹6,899 500 1.9 8.6 -5.2 15.9 23.8 13.1 Aditya Birla Sun Life Tax Relief '96 Growth ₹61.49
↓ -0.18 ₹15,216 500 3.1 12.8 -1.7 15.1 14.5 16.4 DSP Tax Saver Fund Growth ₹139.914
↑ 0.29 ₹16,475 500 1.1 7.3 -3.4 20 24.3 23.9 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Bottom quartile AUM (₹4,472 Cr). Lower mid AUM (₹6,899 Cr). Upper mid AUM (₹15,216 Cr). Highest AUM (₹16,475 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (10+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.53% (lower mid). 5Y return: 23.76% (upper mid). 5Y return: 14.46% (bottom quartile). 5Y return: 24.28% (top quartile). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 16.11% (lower mid). 3Y return: 15.91% (bottom quartile). 3Y return: 15.11% (bottom quartile). 3Y return: 20.00% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: -4.95% (bottom quartile). 1Y return: -5.19% (bottom quartile). 1Y return: -1.73% (upper mid). 1Y return: -3.35% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: -1.62 (lower mid). Alpha: -3.02 (bottom quartile). Alpha: 1.87 (top quartile). Alpha: -1.92 (bottom quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: -0.71 (lower mid). Sharpe: -0.87 (bottom quartile). Sharpe: -0.49 (upper mid). Sharpe: -0.75 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.22 (bottom quartile). Information ratio: 0.02 (upper mid). Information ratio: -0.71 (bottom quartile). Information ratio: 0.99 (top quartile). Information ratio: -0.15 (lower mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
Aditya Birla Sun Life Tax Relief '96
DSP Tax Saver Fund
HDFC Long Term Advantage Fund
ਵਧੀਆ ਲਾਰਜ ਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹92.9169
↑ 0.00 ₹45,012 100 3.7 11.7 1.3 20.4 25.7 18.2 ICICI Prudential Bluechip Fund Growth ₹111.8
↓ -0.20 ₹71,840 100 2.3 9.4 -1 19.2 22.6 16.9 SBI Bluechip Fund Growth ₹93.2495
↓ -0.23 ₹52,421 500 1.8 8.5 -2.2 14.9 19.8 12.5 Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20 ₹96 500 -8 -14.5 -2.6 10 7 Aditya Birla Sun Life Frontline Equity Fund Growth ₹532.09
↓ -0.94 ₹29,867 100 1.5 9.2 -2.9 16.1 20.3 15.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Essel Large Cap Equity Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Lower mid AUM (₹45,012 Cr). Highest AUM (₹71,840 Cr). Upper mid AUM (₹52,421 Cr). Bottom quartile AUM (₹96 Cr). Bottom quartile AUM (₹29,867 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (14+ yrs). Oldest track record among peers (23 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 25.72% (top quartile). 5Y return: 22.56% (upper mid). 5Y return: 19.79% (bottom quartile). 5Y return: 7.00% (bottom quartile). 5Y return: 20.30% (lower mid). Point 6 3Y return: 20.35% (top quartile). 3Y return: 19.18% (upper mid). 3Y return: 14.88% (bottom quartile). 3Y return: 10.00% (bottom quartile). 3Y return: 16.11% (lower mid). Point 7 1Y return: 1.25% (top quartile). 1Y return: -0.96% (upper mid). 1Y return: -2.23% (lower mid). 1Y return: -2.56% (bottom quartile). 1Y return: -2.86% (bottom quartile). Point 8 Alpha: 2.49 (top quartile). Alpha: 1.67 (upper mid). Alpha: 1.27 (lower mid). Alpha: -3.02 (bottom quartile). Alpha: 0.89 (bottom quartile). Point 9 Sharpe: -0.40 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.50 (lower mid). Sharpe: 0.10 (top quartile). Sharpe: -0.57 (bottom quartile). Point 10 Information ratio: 1.96 (top quartile). Information ratio: 1.64 (upper mid). Information ratio: -0.10 (bottom quartile). Information ratio: -0.82 (bottom quartile). Information ratio: 0.84 (lower mid). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Essel Large Cap Equity Fund
Aditya Birla Sun Life Frontline Equity Fund
ਵਧੀਆ ਮਿਡ ਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Emerging Equity Scheme Growth ₹138.903
↓ -0.42 ₹56,988 1,000 4.5 17.9 1.8 22.1 28.2 33.6 Sundaram Mid Cap Fund Growth ₹1,400.52
↓ -5.49 ₹12,501 100 3.4 13.7 -2.7 23.1 27 32 Taurus Discovery (Midcap) Fund Growth ₹123.49
↓ -0.15 ₹128 1,000 2.7 13.2 -4.5 18.4 21.5 11.3 HDFC Mid-Cap Opportunities Fund Growth ₹195.838
↓ -0.45 ₹83,105 300 3 12.9 0.5 25.5 29.9 28.6 Edelweiss Mid Cap Fund Growth ₹101.849
↓ -0.27 ₹11,297 500 1.1 13.4 -1 24.5 29.8 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Upper mid AUM (₹56,988 Cr). Lower mid AUM (₹12,501 Cr). Bottom quartile AUM (₹128 Cr). Highest AUM (₹83,105 Cr). Bottom quartile AUM (₹11,297 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (17+ 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 28.24% (lower mid). 5Y return: 27.03% (bottom quartile). 5Y return: 21.45% (bottom quartile). 5Y return: 29.87% (top quartile). 5Y return: 29.81% (upper mid). Point 6 3Y return: 22.12% (bottom quartile). 3Y return: 23.05% (lower mid). 3Y return: 18.40% (bottom quartile). 3Y return: 25.55% (top quartile). 3Y return: 24.45% (upper mid). Point 7 1Y return: 1.85% (top quartile). 1Y return: -2.71% (bottom quartile). 1Y return: -4.50% (bottom quartile). 1Y return: 0.50% (upper mid). 1Y return: -0.95% (lower mid). Point 8 Alpha: 5.63 (top quartile). Alpha: 2.99 (bottom quartile). Alpha: -4.47 (bottom quartile). Alpha: 3.39 (lower mid). Alpha: 3.95 (upper mid). Point 9 Sharpe: -0.21 (top quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.28 (lower mid). Sharpe: -0.28 (upper mid). Point 10 Information ratio: -0.12 (bottom quartile). Information ratio: 0.22 (lower mid). Information ratio: -0.84 (bottom quartile). Information ratio: 0.88 (top quartile). Information ratio: 0.39 (upper mid). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
ਵਧੀਆ ਸਮਾਲ ਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹85.9754
↓ -0.13 ₹4,824 1,000 1.2 13.2 -7.2 17.7 23.9 21.5 SBI Small Cap Fund Growth ₹174.031
↓ -0.70 ₹35,245 500 3.1 10.4 -7.4 15.1 24.8 24.1 HDFC Small Cap Fund Growth ₹144.52
↓ -0.23 ₹36,294 300 6.6 19.9 1.5 24 31.1 20.4 DSP Small Cap Fund Growth ₹198.352
↓ -0.21 ₹16,628 500 1.7 14.9 -2.9 20 27.8 25.6 Nippon India Small Cap Fund Growth ₹170.826
↓ -0.65 ₹64,821 100 2.1 12.6 -6.7 23.3 32.9 26.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund HDFC Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹4,824 Cr). Lower mid AUM (₹35,245 Cr). Upper mid AUM (₹36,294 Cr). Bottom quartile AUM (₹16,628 Cr). Highest AUM (₹64,821 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 23.85% (bottom quartile). 5Y return: 24.80% (bottom quartile). 5Y return: 31.14% (upper mid). 5Y return: 27.79% (lower mid). 5Y return: 32.89% (top quartile). Point 6 3Y return: 17.69% (bottom quartile). 3Y return: 15.14% (bottom quartile). 3Y return: 23.98% (top quartile). 3Y return: 19.96% (lower mid). 3Y return: 23.27% (upper mid). Point 7 1Y return: -7.20% (bottom quartile). 1Y return: -7.45% (bottom quartile). 1Y return: 1.54% (top quartile). 1Y return: -2.90% (upper mid). 1Y return: -6.67% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -2.55 (bottom quartile). Point 9 Sharpe: -0.56 (lower mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.33 (upper mid). Sharpe: -0.30 (top quartile). Sharpe: -0.65 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.10 (top quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
HDFC Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
ਵਧੀਆ ਸੈਕਟਰ ਫੰਡ
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 ₹133.78
↓ -0.02 ₹9,688 100 0.1 10.6 2.6 15.9 22.4 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹60.86
↑ 0.13 ₹3,374 1,000 0.2 10.5 1.1 15.7 22.8 8.7 DSP Natural Resources and New Energy Fund Growth ₹92.451
↓ -0.23 ₹1,292 500 5.4 8.3 -0.2 21.4 27.3 13.9 Franklin Build India Fund Growth ₹142.968
↑ 0.06 ₹2,884 500 2.6 11.2 -3.4 28.1 34.4 27.8 Sundaram Rural and Consumption Fund Growth ₹100.605
↓ -0.71 ₹1,599 100 4.3 12.5 -6.3 15.7 20.4 20.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Banking and Financial Services Fund Aditya Birla Sun Life Banking And Financial Services Fund DSP Natural Resources and New Energy Fund Franklin Build India Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹9,688 Cr). Upper mid AUM (₹3,374 Cr). Bottom quartile AUM (₹1,292 Cr). Lower mid AUM (₹2,884 Cr). Bottom quartile AUM (₹1,599 Cr). Point 2 Established history (17+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (16+ yrs). Oldest track record among peers (19 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: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 22.44% (bottom quartile). 5Y return: 22.76% (lower mid). 5Y return: 27.25% (upper mid). 5Y return: 34.42% (top quartile). 5Y return: 20.43% (bottom quartile). Point 6 3Y return: 15.88% (lower mid). 3Y return: 15.72% (bottom quartile). 3Y return: 21.39% (upper mid). 3Y return: 28.08% (top quartile). 3Y return: 15.75% (bottom quartile). Point 7 1Y return: 2.58% (top quartile). 1Y return: 1.15% (upper mid). 1Y return: -0.20% (lower mid). 1Y return: -3.41% (bottom quartile). 1Y return: -6.34% (bottom quartile). Point 8 Alpha: -2.57 (lower mid). Alpha: -6.06 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.82 (bottom quartile). Point 9 Sharpe: 0.03 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.96 (bottom quartile). Sharpe: -0.64 (bottom quartile). Sharpe: -0.36 (lower mid). Point 10 Information ratio: 0.32 (top quartile). Information ratio: 0.14 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.05 (bottom quartile). ICICI Prudential Banking and Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
DSP Natural Resources and New Energy Fund
Franklin Build India Fund
Sundaram Rural and Consumption Fund
ਵਧੀਆ ਫੋਕਸਡ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Focused 25 Fund Growth ₹55.98
↓ -0.20 ₹12,286 500 1.7 9.8 -3.7 10.8 14.3 14.8 Aditya Birla Sun Life Focused Equity Fund Growth ₹141.706
↓ -0.38 ₹7,620 1,000 -0.1 7.9 -3.7 16.4 19.7 18.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 HDFC Focused 30 Fund Growth ₹236.382
↑ 0.05 ₹22,444 300 4 11.1 4.2 23.1 29.5 24 DSP Focus Fund Growth ₹55.057
↓ -0.09 ₹2,513 500 2.1 7.3 -2.6 17.7 19.2 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund HDFC Focused 30 Fund DSP Focus Fund Point 1 Upper mid AUM (₹12,286 Cr). Lower mid AUM (₹7,620 Cr). Bottom quartile AUM (₹1,354 Cr). Highest AUM (₹22,444 Cr). Bottom quartile AUM (₹2,513 Cr). Point 2 Established history (13+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (21+ yrs). Established history (15+ 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 High. Risk profile: Moderately High. Point 5 5Y return: 14.27% (bottom quartile). 5Y return: 19.65% (upper mid). 5Y return: 17.29% (bottom quartile). 5Y return: 29.48% (top quartile). 5Y return: 19.15% (lower mid). Point 6 3Y return: 10.81% (bottom quartile). 3Y return: 16.40% (bottom quartile). 3Y return: 17.03% (lower mid). 3Y return: 23.10% (top quartile). 3Y return: 17.72% (upper mid). Point 7 1Y return: -3.73% (bottom quartile). 1Y return: -3.67% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 4.16% (upper mid). 1Y return: -2.56% (lower mid). Point 8 Alpha: 1.86 (upper mid). Alpha: -0.19 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 5.69 (top quartile). Alpha: -2.48 (bottom quartile). Point 9 Sharpe: -0.49 (lower mid). Sharpe: -0.62 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.77 (bottom quartile). Point 10 Information ratio: -1.03 (bottom quartile). Information ratio: -0.15 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 1.54 (top quartile). Information ratio: 0.17 (upper mid). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
HDFC Focused 30 Fund
DSP Focus Fund
ਵਧੀਆ ਮੁੱਲ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata Equity PE Fund Growth ₹349.623
↓ -0.23 ₹8,348 150 1.2 8.7 -8.2 19.7 21.8 21.7 JM Value Fund Growth ₹98.4864
↓ -0.38 ₹1,019 500 1.6 10.3 -10.9 24.9 27.2 25.1 HDFC Capital Builder Value Fund Growth ₹748.14
↓ -1.15 ₹7,179 300 1.6 11.8 -2.8 19.9 23.3 20.7 Templeton India Value Fund Growth ₹714.588
↓ -0.48 ₹2,209 500 0.7 7.9 -6.5 18.3 27.7 15.2 Bandhan Sterling Value Fund Growth ₹148.159
↓ -0.19 ₹9,841 100 1.1 7.4 -6.9 17.6 27.7 18 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Templeton India Value Fund Bandhan Sterling Value Fund Point 1 Upper mid AUM (₹8,348 Cr). Bottom quartile AUM (₹1,019 Cr). Lower mid AUM (₹7,179 Cr). Bottom quartile AUM (₹2,209 Cr). Highest AUM (₹9,841 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (31 yrs). Established history (29+ yrs). Established history (17+ 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.77% (bottom quartile). 5Y return: 27.23% (lower mid). 5Y return: 23.33% (bottom quartile). 5Y return: 27.74% (upper mid). 5Y return: 27.75% (top quartile). Point 6 3Y return: 19.69% (lower mid). 3Y return: 24.90% (top quartile). 3Y return: 19.88% (upper mid). 3Y return: 18.26% (bottom quartile). 3Y return: 17.60% (bottom quartile). Point 7 1Y return: -8.17% (bottom quartile). 1Y return: -10.85% (bottom quartile). 1Y return: -2.84% (top quartile). 1Y return: -6.53% (upper mid). 1Y return: -6.88% (lower mid). Point 8 Alpha: -7.40 (bottom quartile). Alpha: -10.12 (bottom quartile). Alpha: 0.37 (top quartile). Alpha: -6.86 (lower mid). Alpha: -5.18 (upper mid). Point 9 Sharpe: -1.07 (lower mid). Sharpe: -1.17 (bottom quartile). Sharpe: -0.58 (top quartile). Sharpe: -1.12 (bottom quartile). Sharpe: -1.05 (upper mid). Point 10 Information ratio: 0.80 (lower mid). Information ratio: 1.05 (upper mid). Information ratio: 1.35 (top quartile). Information ratio: 0.62 (bottom quartile). Information ratio: 0.49 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Templeton India Value Fund
Bandhan Sterling Value Fund
ਸਰਵੋਤਮ ਲਾਭਅੰਸ਼ ਯੀਲਡ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹53.45
↓ -0.02 ₹5,779 100 2.9 9.6 -1 24.6 29.4 21 Templeton India Equity Income Fund Growth ₹137.894
↓ -0.64 ₹2,317 500 0.8 4.2 -6 18.2 25.1 20.4 UTI Dividend Yield Fund Growth ₹177.824
↓ -0.63 ₹3,794 500 1.8 8.1 -5.8 20.7 22 24.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹443.73
↓ -2.95 ₹1,432 1,000 -0.2 6.7 -8.8 20 22.7 18.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Sep 25 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Dividend Yield Equity Fund Templeton India Equity Income Fund UTI Dividend Yield Fund Aditya Birla Sun Life Dividend Yield Fund Point 1 Highest AUM (₹5,779 Cr). Lower mid AUM (₹2,317 Cr). Upper mid AUM (₹3,794 Cr). Bottom quartile AUM (₹1,432 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (22 yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 29.39% (top quartile). 5Y return: 25.09% (upper mid). 5Y return: 22.04% (bottom quartile). 5Y return: 22.69% (lower mid). Point 6 3Y return: 24.62% (top quartile). 3Y return: 18.17% (bottom quartile). 3Y return: 20.69% (upper mid). 3Y return: 20.00% (lower mid). Point 7 1Y return: -0.98% (top quartile). 1Y return: -6.00% (lower mid). 1Y return: -5.82% (upper mid). 1Y return: -8.78% (bottom quartile). Point 8 Alpha: 0.21 (top quartile). Alpha: -11.18 (bottom quartile). Alpha: -4.47 (upper mid). Alpha: -8.77 (lower mid). Point 9 Sharpe: -0.57 (top quartile). Sharpe: -1.65 (bottom quartile). Sharpe: -0.93 (upper mid). Sharpe: -1.19 (lower mid). Point 10 Information ratio: 1.64 (top quartile). Information ratio: 0.18 (bottom quartile). Information ratio: 0.84 (upper mid). Information ratio: 0.76 (lower mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
UTI Dividend Yield Fund
Aditya Birla Sun Life Dividend Yield Fund
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