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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 (%) Motilal Oswal Multicap 35 Fund Growth ₹62.3262
↓ -0.17 ₹13,727 500 4.9 16.6 4.1 22.8 19.9 45.7 Kotak Standard Multicap Fund Growth ₹83.569
↓ -0.17 ₹53,293 500 -0.1 16.2 0.6 16.2 19.3 16.5 Mirae Asset India Equity Fund Growth ₹112.282
↓ -0.07 ₹39,975 1,000 1.6 14.2 -0.4 12.8 16.8 12.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Bandhan Focused Equity Fund Growth ₹85.818
↓ -0.14 ₹1,974 100 0.5 12.9 1.1 17.1 17.3 30.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Kotak Standard Multicap Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Bandhan Focused Equity Fund Point 1 Lower mid AUM (₹13,727 Cr). Highest AUM (₹53,293 Cr). Upper mid AUM (₹39,975 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,974 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (19+ 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: 19.86% (top quartile). 5Y return: 19.29% (upper mid). 5Y return: 16.81% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 17.25% (lower mid). Point 6 3Y return: 22.83% (top quartile). 3Y return: 16.15% (bottom quartile). 3Y return: 12.82% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 17.14% (lower mid). Point 7 1Y return: 4.11% (upper mid). 1Y return: 0.59% (bottom quartile). 1Y return: -0.41% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 1.13% (lower mid). Point 8 Alpha: 10.18 (upper mid). Alpha: 2.01 (lower mid). Alpha: 1.71 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 10.39 (top quartile). Point 9 Sharpe: 0.11 (lower mid). Sharpe: -0.31 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.24 (upper mid). Point 10 Information ratio: 0.80 (top quartile). Information ratio: 0.24 (lower mid). Information ratio: -0.36 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.29 (upper mid). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
BNP Paribas Multi Cap Fund
Bandhan Focused 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 ₹43.439
↑ 0.01 ₹4,595 500 -0.5 13.1 -4.5 14.7 19.6 19.5 Bandhan Tax Advantage (ELSS) Fund Growth ₹150.233
↓ -0.03 ₹6,974 500 0.9 12.7 -5 15 22.9 13.1 Aditya Birla Sun Life Tax Relief '96 Growth ₹60.52
↓ -0.10 ₹15,457 500 2.5 17.3 -0.4 13.8 13.9 16.4 DSP Tax Saver Fund Growth ₹136.044
↓ -0.07 ₹16,981 500 -1.2 11.7 -4.1 18.7 22.9 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 5 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 (₹4,595 Cr). Lower mid AUM (₹6,974 Cr). Upper mid AUM (₹15,457 Cr). Highest AUM (₹16,981 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: 19.58% (lower mid). 5Y return: 22.92% (top quartile). 5Y return: 13.92% (bottom quartile). 5Y return: 22.92% (upper mid). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 14.65% (bottom quartile). 3Y return: 15.00% (lower mid). 3Y return: 13.79% (bottom quartile). 3Y return: 18.70% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: -4.45% (bottom quartile). 1Y return: -5.02% (bottom quartile). 1Y return: -0.43% (upper mid). 1Y return: -4.12% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: 0.24 (lower mid). Alpha: -3.48 (bottom quartile). Alpha: 1.19 (upper mid). Alpha: -0.09 (bottom quartile). Alpha: 1.75 (top quartile). Point 9 Sharpe: -0.42 (lower mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.36 (upper mid). Sharpe: -0.45 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.22 (bottom quartile). Information ratio: -0.12 (upper mid). Information ratio: -0.94 (bottom quartile). Information ratio: 0.88 (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 ₹90.9295
↑ 0.05 ₹44,165 100 2.1 15.9 1.4 19.2 24 18.2 SBI Bluechip Fund Growth ₹91.8858
↑ 0.02 ₹53,030 500 1.1 13.3 0.1 13.8 18.8 12.5 ICICI Prudential Bluechip Fund Growth ₹109.91
↑ 0.14 ₹71,788 100 1.5 14.1 -0.2 18 21.4 16.9 Aditya Birla Sun Life Frontline Equity Fund Growth ₹521.99
↓ -0.33 ₹30,235 100 0.9 14 -1.5 15 19.2 15.6 Indiabulls Blue Chip Fund Growth ₹42.67
↑ 0.02 ₹128 500 2.3 15.1 -2.4 13.7 16 12.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund SBI Bluechip Fund ICICI Prudential Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Indiabulls Blue Chip Fund Point 1 Lower mid AUM (₹44,165 Cr). Upper mid AUM (₹53,030 Cr). Highest AUM (₹71,788 Cr). Bottom quartile AUM (₹30,235 Cr). Bottom quartile AUM (₹128 Cr). Point 2 Established history (18+ yrs). Established history (19+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (13+ 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: 23.99% (top quartile). 5Y return: 18.76% (bottom quartile). 5Y return: 21.36% (upper mid). 5Y return: 19.25% (lower mid). 5Y return: 16.03% (bottom quartile). Point 6 3Y return: 19.24% (top quartile). 3Y return: 13.84% (bottom quartile). 3Y return: 18.04% (upper mid). 3Y return: 14.99% (lower mid). 3Y return: 13.71% (bottom quartile). Point 7 1Y return: 1.42% (top quartile). 1Y return: 0.05% (upper mid). 1Y return: -0.19% (lower mid). 1Y return: -1.53% (bottom quartile). 1Y return: -2.36% (bottom quartile). Point 8 Alpha: 0.61 (bottom quartile). Alpha: 1.05 (lower mid). Alpha: 1.58 (top quartile). Alpha: 1.34 (upper mid). Alpha: -1.05 (bottom quartile). Point 9 Sharpe: -0.37 (lower mid). Sharpe: -0.34 (top quartile). Sharpe: -0.35 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.54 (bottom quartile). Point 10 Information ratio: 1.84 (top quartile). Information ratio: -0.12 (bottom quartile). Information ratio: 1.50 (upper mid). Information ratio: 0.80 (lower mid). Information ratio: 0.02 (bottom quartile). Nippon India Large Cap Fund
SBI Bluechip Fund
ICICI Prudential Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Indiabulls Blue Chip 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 ₹135.709
↓ -0.27 ₹57,375 1,000 3.8 23.6 1.1 20.9 27.5 33.6 Sundaram Mid Cap Fund Growth ₹1,379.24
↓ -1.28 ₹12,596 100 1.7 20.4 -1 22.5 26.1 32 Taurus Discovery (Midcap) Fund Growth ₹120.9
↑ 0.06 ₹130 1,000 0 19.5 -7.5 17.4 20.7 11.3 Motilal Oswal Midcap 30 Fund Growth ₹104.084
↓ -0.42 ₹33,609 500 4.6 17.6 1.2 28.3 33.6 57.1 HDFC Mid-Cap Opportunities Fund Growth ₹192.018
↓ -0.26 ₹83,847 300 1.5 18.5 0.9 25 28.8 28.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Point 1 Upper mid AUM (₹57,375 Cr). Bottom quartile AUM (₹12,596 Cr). Bottom quartile AUM (₹130 Cr). Lower mid AUM (₹33,609 Cr). Highest AUM (₹83,847 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (11+ yrs). Established history (18+ 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: Moderately High. Point 5 5Y return: 27.52% (lower mid). 5Y return: 26.12% (bottom quartile). 5Y return: 20.72% (bottom quartile). 5Y return: 33.60% (top quartile). 5Y return: 28.76% (upper mid). Point 6 3Y return: 20.94% (bottom quartile). 3Y return: 22.49% (lower mid). 3Y return: 17.40% (bottom quartile). 3Y return: 28.31% (top quartile). 3Y return: 25.04% (upper mid). Point 7 1Y return: 1.14% (upper mid). 1Y return: -0.95% (bottom quartile). 1Y return: -7.51% (bottom quartile). 1Y return: 1.20% (top quartile). 1Y return: 0.93% (lower mid). Point 8 Alpha: 4.96 (top quartile). Alpha: 3.17 (lower mid). Alpha: -6.42 (bottom quartile). Alpha: 3.70 (upper mid). Alpha: 2.03 (bottom quartile). Point 9 Sharpe: -0.09 (top quartile). Sharpe: -0.17 (lower mid). Sharpe: -0.66 (bottom quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.21 (bottom quartile). Point 10 Information ratio: -0.29 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -1.11 (bottom quartile). Information ratio: 0.44 (upper mid). Information ratio: 0.76 (top quartile). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
ਵਧੀਆ ਸਮਾਲ ਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Small Cap Fund Growth ₹172.475
↓ -0.09 ₹35,563 500 2 17.6 -6.2 15.1 24.4 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹84.1878
↓ -0.01 ₹5,011 1,000 -0.8 20.3 -7 17.1 23.5 21.5 HDFC Small Cap Fund Growth ₹141.434
↓ -0.58 ₹36,353 300 4.2 25 -0.4 23.3 30.4 20.4 DSP Small Cap Fund Growth ₹195.965
↓ -0.18 ₹17,005 500 0.3 23.9 -2.9 20.2 27.4 25.6 Nippon India Small Cap Fund Growth ₹167.863
↓ -0.12 ₹65,922 100 0.6 19.8 -6.8 23 32.5 26.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund HDFC Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Point 1 Lower mid AUM (₹35,563 Cr). Bottom quartile AUM (₹5,011 Cr). Upper mid AUM (₹36,353 Cr). Bottom quartile AUM (₹17,005 Cr). Highest AUM (₹65,922 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (18 yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (14+ 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: 24.44% (bottom quartile). 5Y return: 23.53% (bottom quartile). 5Y return: 30.41% (upper mid). 5Y return: 27.38% (lower mid). 5Y return: 32.50% (top quartile). Point 6 3Y return: 15.05% (bottom quartile). 3Y return: 17.08% (bottom quartile). 3Y return: 23.31% (top quartile). 3Y return: 20.18% (lower mid). 3Y return: 23.04% (upper mid). Point 7 1Y return: -6.19% (lower mid). 1Y return: -6.97% (bottom quartile). 1Y return: -0.39% (top quartile). 1Y return: -2.89% (upper mid). 1Y return: -6.83% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -3.84 (bottom quartile). Point 9 Sharpe: -0.63 (bottom quartile). Sharpe: -0.43 (lower mid). Sharpe: -0.17 (upper mid). Sharpe: -0.06 (top quartile). Sharpe: -0.51 (bottom quartile). Point 10 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). SBI Small Cap Fund
Aditya Birla Sun Life 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 ₹130.96
↑ 0.18 ₹9,930 100 -1.1 13.3 5.8 14.9 20.3 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.03
↑ 0.17 ₹3,497 1,000 -1.6 13.8 3.2 14.4 20.1 8.7 Sundaram Rural and Consumption Fund Growth ₹100.957
↓ -0.01 ₹1,576 100 5.3 17.8 -0.1 16.8 19.7 20.1 Franklin Build India Fund Growth ₹139.718
↓ -0.03 ₹2,950 500 0.6 17.6 -4.2 27 32 27.8 DSP Natural Resources and New Energy Fund Growth ₹90.199
↓ -0.48 ₹1,310 500 2.6 15.5 -4.6 20.3 24.8 13.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 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 Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Point 1 Highest AUM (₹9,930 Cr). Upper mid AUM (₹3,497 Cr). Bottom quartile AUM (₹1,576 Cr). Lower mid AUM (₹2,950 Cr). Bottom quartile AUM (₹1,310 Cr). Point 2 Established history (17+ yrs). Established history (11+ yrs). Oldest track record among peers (19 yrs). Established history (16+ yrs). Established history (17+ 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: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 20.26% (lower mid). 5Y return: 20.12% (bottom quartile). 5Y return: 19.65% (bottom quartile). 5Y return: 32.03% (top quartile). 5Y return: 24.81% (upper mid). Point 6 3Y return: 14.90% (bottom quartile). 3Y return: 14.42% (bottom quartile). 3Y return: 16.82% (lower mid). 3Y return: 27.01% (top quartile). 3Y return: 20.26% (upper mid). Point 7 1Y return: 5.76% (top quartile). 1Y return: 3.21% (upper mid). 1Y return: -0.08% (lower mid). 1Y return: -4.22% (bottom quartile). 1Y return: -4.64% (bottom quartile). Point 8 Alpha: -3.35 (bottom quartile). Alpha: -8.11 (bottom quartile). Alpha: -0.72 (lower mid). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.37 (top quartile). Sharpe: 0.09 (upper mid). Sharpe: -0.27 (lower mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.82 (bottom quartile). Point 10 Information ratio: 0.18 (upper mid). Information ratio: 0.19 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Banking and Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy 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 ₹54.96
↓ -0.13 ₹12,585 500 1.6 14.8 -0.6 9.3 13.3 14.8 Aditya Birla Sun Life Focused Equity Fund Growth ₹139.234
↑ 0.16 ₹7,731 1,000 -0.2 12.3 -1.9 15.1 18.6 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 ₹231.69
↑ 0.45 ₹21,456 300 3.2 14.8 5.6 22.2 27.8 24 Franklin India Focused Equity Fund Growth ₹107.894
↓ -0.10 ₹12,421 500 1.4 12.9 -2.2 16.1 23.7 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 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 Franklin India Focused Equity Fund Point 1 Upper mid AUM (₹12,585 Cr). Bottom quartile AUM (₹7,731 Cr). Bottom quartile AUM (₹1,354 Cr). Highest AUM (₹21,456 Cr). Lower mid AUM (₹12,421 Cr). Point 2 Established history (13+ yrs). Established history (19+ yrs). Oldest track record among peers (23 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 High. Risk profile: Moderately High. Point 5 5Y return: 13.31% (bottom quartile). 5Y return: 18.55% (lower mid). 5Y return: 17.29% (bottom quartile). 5Y return: 27.83% (top quartile). 5Y return: 23.72% (upper mid). Point 6 3Y return: 9.28% (bottom quartile). 3Y return: 15.05% (bottom quartile). 3Y return: 17.03% (upper mid). 3Y return: 22.20% (top quartile). 3Y return: 16.08% (lower mid). Point 7 1Y return: -0.58% (lower mid). 1Y return: -1.88% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 5.60% (upper mid). 1Y return: -2.20% (bottom quartile). Point 8 Alpha: 3.17 (upper mid). Alpha: 0.31 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 4.74 (top quartile). Alpha: -0.18 (bottom quartile). Point 9 Sharpe: -0.23 (lower mid). Sharpe: -0.42 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.43 (bottom quartile). Point 10 Information ratio: -1.12 (bottom quartile). Information ratio: -0.36 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 1.44 (top quartile). Information ratio: 0.15 (upper mid). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
HDFC Focused 30 Fund
Franklin India Focused Equity 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 ₹339.488
↓ -0.16 ₹8,608 150 -0.1 12.7 -9.3 18.3 21.2 21.7 JM Value Fund Growth ₹96.351
↑ 0.49 ₹1,062 500 -1.8 13.7 -13 23.5 25.4 25.1 HDFC Capital Builder Value Fund Growth ₹727.65
↓ -0.52 ₹7,348 300 0.7 15.6 -2.9 18.8 22.4 20.7 Bandhan Sterling Value Fund Growth ₹145.101
↓ -0.04 ₹9,964 100 0.2 11.1 -6.6 16.9 26.9 18 Templeton India Value Fund Growth ₹701.48
↓ -0.28 ₹2,237 500 0 11.3 -7.9 17.6 26.3 15.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Bandhan Sterling Value Fund Templeton India Value Fund Point 1 Upper mid AUM (₹8,608 Cr). Bottom quartile AUM (₹1,062 Cr). Lower mid AUM (₹7,348 Cr). Highest AUM (₹9,964 Cr). Bottom quartile AUM (₹2,237 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (29+ 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: 21.24% (bottom quartile). 5Y return: 25.43% (lower mid). 5Y return: 22.36% (bottom quartile). 5Y return: 26.91% (top quartile). 5Y return: 26.30% (upper mid). Point 6 3Y return: 18.26% (lower mid). 3Y return: 23.54% (top quartile). 3Y return: 18.80% (upper mid). 3Y return: 16.93% (bottom quartile). 3Y return: 17.57% (bottom quartile). Point 7 1Y return: -9.25% (bottom quartile). 1Y return: -13.02% (bottom quartile). 1Y return: -2.87% (top quartile). 1Y return: -6.60% (upper mid). 1Y return: -7.90% (lower mid). Point 8 Alpha: -5.15 (lower mid). Alpha: -8.41 (bottom quartile). Alpha: 1.74 (top quartile). Alpha: -4.74 (upper mid). Alpha: -6.86 (bottom quartile). Point 9 Sharpe: -0.76 (upper mid). Sharpe: -0.92 (bottom quartile). Sharpe: -0.32 (top quartile). Sharpe: -0.84 (lower mid). Sharpe: -0.95 (bottom quartile). Point 10 Information ratio: 1.12 (upper mid). Information ratio: 1.11 (lower mid). Information ratio: 1.34 (top quartile). Information ratio: 0.42 (bottom quartile). Information ratio: 0.71 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Bandhan Sterling Value Fund
Templeton India 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 ₹52.35
↑ 0.03 ₹5,735 100 2.4 14.2 -1 23.4 28.4 21 Templeton India Equity Income Fund Growth ₹134.867
↓ -0.43 ₹2,349 500 -1.2 5.8 -9.9 16.8 24.3 20.4 UTI Dividend Yield Fund Growth ₹175.734
↓ -0.02 ₹4,040 500 1.9 13.3 -5.6 19.9 21.6 24.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹435.79
↓ -1.41 ₹1,460 1,000 -0.4 10.2 -10 19.7 21.9 18.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 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 (₹5,735 Cr). Lower mid AUM (₹2,349 Cr). Upper mid AUM (₹4,040 Cr). Bottom quartile AUM (₹1,460 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: 28.42% (top quartile). 5Y return: 24.33% (upper mid). 5Y return: 21.61% (bottom quartile). 5Y return: 21.89% (lower mid). Point 6 3Y return: 23.39% (top quartile). 3Y return: 16.79% (bottom quartile). 3Y return: 19.87% (upper mid). 3Y return: 19.73% (lower mid). Point 7 1Y return: -1.04% (top quartile). 1Y return: -9.89% (lower mid). 1Y return: -5.62% (upper mid). 1Y return: -9.98% (bottom quartile). Point 8 Alpha: -0.35 (top quartile). Alpha: -9.89 (bottom quartile). Alpha: -3.14 (upper mid). Alpha: -7.77 (lower mid). Point 9 Sharpe: -0.45 (top quartile). Sharpe: -1.33 (bottom quartile). Sharpe: -0.66 (upper mid). Sharpe: -0.94 (lower mid). Point 10 Information ratio: 1.45 (top quartile). Information ratio: 0.05 (bottom quartile). Information ratio: 0.54 (lower mid). Information ratio: 0.67 (upper 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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