+91-22-48913909ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡ
ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਇੱਕ ਸਹੀ ਫੰਡ ਚੁਣਨਾ ਆਸਾਨ ਨਹੀਂ ਹੈ! ਕਈਨਿਵੇਸ਼ਕ ਵਧੀਆ ਰਿਟਰਨ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੰਡਾਂ ਦੀ ਭਾਲ ਕਰਦਾ ਹੈ। ਹਾਲਾਂਕਿ, ਰਿਟਰਨ ਸਿਰਫ ਮਾਪਦੰਡ ਨਹੀਂ ਹਨ ਜੋ ਇੱਕ ਨਿਵੇਸ਼ਕ ਨੂੰ ਇੱਕ ਫੰਡ ਵਿੱਚ ਦੇਖਣਾ ਚਾਹੀਦਾ ਹੈ। ਕਈ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ AUM, ਫੰਡ ਦੀ ਉਮਰ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਫੰਡ ਮੈਨੇਜਰ, ਐਗਜ਼ਿਟ ਲੋਡ, ਆਦਿ, ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਸਥਿਰਤਾ ਅਤੇ ਪ੍ਰਦਰਸ਼ਨ ਦਾ ਫੈਸਲਾ ਕਰਦੇ ਹਨ। ਨਿਵੇਸ਼ਕ ਜੋ ਸਭ ਤੋਂ ਵੱਧ ਵਾਪਸੀ ਵਾਲੇ ਫੰਡਾਂ ਨੂੰ ਦੇਖ ਰਹੇ ਹਨ, ਉਹ ਪਿਛਲੇ ਕੁਝ ਸਾਲਾਂ ਤੋਂ ਮਿਉਚੁਅਲ ਫੰਡ ਪ੍ਰਦਰਸ਼ਨਾਂ ਦਾ ਵਿਸ਼ਲੇਸ਼ਣ ਕਰ ਸਕਦੇ ਹਨ, ਅਤੇ ਉਸ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਜਿਸ ਨੇ ਸਭ ਤੋਂ ਸਥਿਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕੀਤਾ ਹੈ। ਪਹਿਲਾਂ, ਆਓ ਇਸਦੇ ਮੂਲ ਨੂੰ ਸਮਝੀਏਮਿਉਚੁਅਲ ਫੰਡ.
ਮਿਉਚੁਅਲ ਫੰਡ ਕੀ ਹਨ?
ਮਿਉਚੁਅਲ ਫੰਡ ਸਭ ਤੋਂ ਪ੍ਰਸਿੱਧ ਤਰੀਕਿਆਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈਨਿਵੇਸ਼ ਪੈਸਾ ਇਹ ਨਿਵੇਸ਼ਕਾਂ ਤੋਂ ਪੈਸਾ ਇਕੱਠਾ ਕਰਦਾ ਹੈ ਅਤੇ ਇਸਨੂੰ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ,ਪੈਸੇ ਦੀ ਮਾਰਕੀਟ ਯੰਤਰ,ਬਾਂਡ ਅਤੇ ਹੋਰ ਕਿਸਮ ਦੀਆਂ ਪ੍ਰਤੀਭੂਤੀਆਂ। ਉਦਾਹਰਨ ਲਈ, ਇੱਕ ਇਕੁਇਟੀ ਫੰਡ ਕੰਪਨੀ ਦੇ ਸਟਾਕਾਂ/ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ, ਅਤੇ ਏਕਰਜ਼ਾ ਫੰਡ ਡਿਬੈਂਚਰ, ਬਾਂਡ, ਆਦਿ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ। ਹਰੇਕ ਮਿਉਚੁਅਲ ਫੰਡ ਕਿਸਮ ਇੱਕ ਨਿਵੇਸ਼ ਉਦੇਸ਼ ਨਾਲ ਆਉਂਦੀਆਂ ਹਨ। ਭਾਰਤ ਵਿੱਚ 42 ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀਆਂ ਹਨ (ਜਿਸਨੂੰਸੰਪੱਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀਆਂ ਜਾਂ AMCs) ਜੋ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਪ੍ਰਦਾਨ ਕਰਦੇ ਹਨ। ਇਹ ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀਆਂ ਦੁਆਰਾ ਨਿਯੰਤ੍ਰਿਤ ਕੀਤੀਆਂ ਜਾਂਦੀਆਂ ਹਨਸੇਬੀ. ਭਾਰਤੀ ਪ੍ਰਤੀਭੂਤੀਆਂ ਅਤੇ ਐਕਸਚੇਂਜ ਬੋਰਡ (ਸੇਬੀ) ਭਾਰਤ ਵਿੱਚ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਲਈ ਰੈਗੂਲੇਟਰੀ ਸੰਸਥਾ ਹੈ।
ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਦੇ ਨਾਲ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ ਮਿਉਚੁਅਲ ਫੰਡ
ਵੱਖ-ਵੱਖਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀਆਂ ਕਿਸਮਾਂ ਹਨਇਕੁਇਟੀ ਫੰਡ, ਕਰਜ਼ਾ ਫੰਡ ਅਤੇ ਹਾਈਬ੍ਰਿਡ ਫੰਡ। ਹਰੇਕ ਫੰਡ ਦੇ ਕੁਝ ਨਿਵੇਸ਼ ਉਦੇਸ਼ ਹੁੰਦੇ ਹਨ ਅਤੇ ਨਿਵੇਸ਼ਕਾਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਨਾ ਹੁੰਦਾ ਹੈ। ਇਸ ਲਈ, ਆਓ ਇਹਨਾਂ ਸਕੀਮਾਂ ਦੇ ਨਾਲ ਉਹਨਾਂ ਦੇ ਫੰਡਾਂ 'ਤੇ ਇੱਕ ਨਜ਼ਰ ਮਾਰੀਏ ਜੋ ਉੱਚ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰ ਰਹੀਆਂ ਹਨ।
ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਵਧੀਆ ਕਰਜ਼ਾ ਮਿਉਚੁਅਲ ਫੰਡ
ਕਰਜ਼ਾ ਮਿਉਚੁਅਲ ਫੰਡ ਮੁੱਖ ਤੌਰ 'ਤੇ ਇੱਕ ਨਿਸ਼ਚਿਤ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈਆਮਦਨ ਸਰਕਾਰੀ ਪ੍ਰਤੀਭੂਤੀਆਂ, ਖਜ਼ਾਨਾ ਬਿੱਲ, ਕਾਰਪੋਰੇਟ ਬਾਂਡ, ਆਦਿ ਵਰਗੇ ਸਾਧਨ। ਇਹ ਫੰਡ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਉਨ੍ਹਾਂ ਲੋਕਾਂ ਦੁਆਰਾ ਪਸੰਦ ਕੀਤੇ ਜਾਂਦੇ ਹਨ ਜੋ ਰਵਾਇਤੀ ਨਾਲੋਂ ਸਥਿਰ ਆਮਦਨ ਅਤੇ ਉੱਚ ਰਿਟਰਨ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਹੇ ਹਨ।ਬੈਂਕ ਖਾਤੇ। ਕਰਜ਼ਾ ਫੰਡ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ ਇਸਦੇ ਅਨੁਕੂਲ ਰਿਟਰਨ ਲਈ ਜਾਣੇ ਜਾਂਦੇ ਹਨ। ਘੱਟ ਭੁੱਖ ਵਾਲੇ ਨਿਵੇਸ਼ਕ ਜੋ ਚਾਹੁੰਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਕਰਜ਼ੇ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਨੂੰ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈ। ਇਹ ਫੰਡ ਇਕੁਇਟੀ ਨਾਲੋਂ ਤੁਲਨਾਤਮਕ ਤੌਰ 'ਤੇ ਘੱਟ ਅਸਥਿਰ ਹਨ। ਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ਾਂ ਲਈ ਤਰਲ, ਅਲਟਰਾ-ਸ਼ਾਰਟ ਟਰਮ, ਸ਼ਾਰਟ ਟਰਮ ਵਰਗੇ ਰਿਣ ਫੰਡ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨ। ਲੰਬੇ ਸਮੇਂ ਦੇ ਕਰਜ਼ੇ ਫੰਡ ਜੋਖਮ ਭਰੇ ਹੁੰਦੇ ਹਨ ਅਤੇ ਇਹਨਾਂ ਪ੍ਰਤੀਭੂਤੀਆਂ ਦੀ ਪਰਿਪੱਕਤਾ 5-7 ਸਾਲਾਂ ਤੱਕ ਹੋ ਸਕਦੀ ਹੈ, ਕੁਝ ਮਾਮਲਿਆਂ ਵਿੱਚ 10 ਸਾਲ ਜਾਂ ਇਸ ਤੋਂ ਵੱਧ। ਹੇਠਾਂ ਕਰਜ਼ੇ ਫੰਡਾਂ ਦੀਆਂ ਸ਼੍ਰੇਣੀਆਂ ਹਨ, ਉਹਨਾਂ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਦੇ ਨਾਲ।
1 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਤਰਲ ਫੰਡ
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Liquid Fund Growth ₹2,454.04
↑ 0.35 ₹503 0.5 1.7 3.4 6.6 6.66% 1M 7D 1M 10D Axis Liquid Fund Growth ₹3,097.16
↑ 0.94 ₹56,168 0.6 1.6 3.4 6.3 6.6 6.23% 1M 5D 1M 5D Edelweiss Liquid Fund Growth ₹3,556.7
↑ 1.08 ₹15,222 0.6 1.6 3.3 6.3 6.5 6.51% 1M 6D 1M 6D BOI AXA Liquid Fund Growth ₹3,203.4
↑ 0.53 ₹1,720 0.6 1.6 3.3 6.3 6.6 6.11% 1M 10D 1M 10D DSP Liquidity Fund Growth ₹3,970.02
↑ 1.21 ₹19,019 0.6 1.6 3.3 6.3 6.5 0% 1M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Liquid Fund Axis Liquid Fund Edelweiss Liquid Fund BOI AXA Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Highest AUM (₹56,168 Cr). Lower mid AUM (₹15,222 Cr). Bottom quartile AUM (₹1,720 Cr). Upper mid AUM (₹19,019 Cr). Point 2 Established history (16+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.55% (top quartile). 1Y return: 6.33% (upper mid). 1Y return: 6.33% (lower mid). 1Y return: 6.32% (bottom quartile). 1Y return: 6.31% (bottom quartile). Point 6 1M return: 0.53% (bottom quartile). 1M return: 0.60% (top quartile). 1M return: 0.60% (lower mid). 1M return: 0.60% (upper mid). 1M return: 0.59% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 2.39 (upper mid). Sharpe: 2.22 (bottom quartile). Sharpe: 2.65 (top quartile). Sharpe: 2.26 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 2.14 (top quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 6.23% (lower mid). Yield to maturity (debt): 6.51% (upper mid). Yield to maturity (debt): 6.11% (bottom quartile). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 0.10 yrs (bottom quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 0.10 yrs (lower mid). Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). IDBI Liquid Fund
Axis Liquid Fund
Edelweiss Liquid Fund
BOI AXA Liquid Fund
DSP Liquidity Fund
1 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਸਿਖਰ ਦੇ 5 ਅਲਟਰਾ ਸ਼ਾਰਟ ਟਰਮ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D IDBI Ultra Short Term Fund Growth ₹2,424.68
↑ 0.44 ₹146 1.6 3.4 6.4 4.8 6.83% 2M 10D 2M 23D Aditya Birla Sun Life Savings Fund Growth ₹584.676
↑ 0.20 ₹19,611 1.6 3.2 6.2 7.3 7.4 7.98% 5M 16D 6M 25D ICICI Prudential Ultra Short Term Fund Growth ₹29.5055
↑ 0.01 ₹16,002 1.6 3.2 6.2 7 7.1 7.79% 5M 8D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,359.21
↑ 1.82 ₹11,861 1.5 3.2 6.1 7 7 7.77% 5M 5D 8M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan IDBI Ultra Short Term Fund Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹146 Cr). Highest AUM (₹19,611 Cr). Upper mid AUM (₹16,002 Cr). Lower mid AUM (₹11,861 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.23% (lower mid). 1Y return: 6.17% (bottom quartile). 1Y return: 6.10% (bottom quartile). Point 6 1M return: 0.59% (bottom quartile). 1M return: 0.52% (bottom quartile). 1M return: 0.64% (lower mid). 1M return: 0.65% (upper mid). 1M return: 0.68% (top quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 0.52 (lower mid). Sharpe: 0.53 (upper mid). Sharpe: 0.40 (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). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.83% (bottom quartile). Yield to maturity (debt): 7.98% (top quartile). Yield to maturity (debt): 7.79% (upper mid). Yield to maturity (debt): 7.77% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.46 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
IDBI Ultra Short Term Fund
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
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3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਛੋਟੀ ਮਿਆਦ ਦੇ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% ICICI Prudential Short Term Fund Growth ₹64.1365
↑ 0.06 ₹21,229 2.1 3.3 6 7.5 8 8.14% 2Y 8M 19D 4Y 5M 23D HDFC Short Term Debt Fund Growth ₹34.0309
↑ 0.03 ₹14,864 2.1 3.1 5.6 7.5 7.8 8.01% 2Y 4M 28D 3Y 1M 24D Axis Short Term Fund Growth ₹32.8975
↑ 0.03 ₹8,734 2 3.2 5.7 7.4 8.1 7.67% 2Y 3M 3Y Bandhan Bond Fund Short Term Plan Growth ₹60.8087
↑ 0.06 ₹8,327 2.2 3.6 5.7 7.4 7.5 7.73% 2Y 2M 16D 2Y 11M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan ICICI Prudential Short Term Fund HDFC Short Term Debt Fund Axis Short Term Fund Bandhan Bond Fund Short Term Plan Point 1 Bottom quartile AUM (₹13 Cr). Highest AUM (₹21,229 Cr). Upper mid AUM (₹14,864 Cr). Lower mid AUM (₹8,734 Cr). Bottom quartile AUM (₹8,327 Cr). Point 2 Established history (24+ yrs). Established history (24+ yrs). Established history (16+ yrs). Established history (16+ yrs). Oldest track record among peers (25 yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 5.97% (upper mid). 1Y return: 5.60% (bottom quartile). 1Y return: 5.68% (lower mid). 1Y return: 5.67% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 1.04% (lower mid). 1M return: 0.87% (bottom quartile). 1M return: 0.93% (bottom quartile). 1M return: 1.12% (upper mid). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: -0.80 (top quartile). Sharpe: -1.22 (bottom quartile). Sharpe: -0.91 (upper mid). Sharpe: -1.22 (lower mid). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.14% (top quartile). Yield to maturity (debt): 8.01% (upper mid). Yield to maturity (debt): 7.67% (bottom quartile). Yield to maturity (debt): 7.73% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.72 yrs (bottom quartile). Modified duration: 2.41 yrs (bottom quartile). Modified duration: 2.25 yrs (lower mid). Modified duration: 2.21 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
ICICI Prudential Short Term Fund
HDFC Short Term Debt Fund
Axis Short Term Fund
Bandhan Bond Fund Short Term Plan
3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਗਿਲਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.8592
↑ 0.11 ₹1,794 4.7 7 7.8 8 3.7 7.6% 10Y 11M 16D 32Y 1M 28D Axis Gilt Fund Growth ₹26.8754
↑ 0.07 ₹424 3.7 4.3 4.8 7.5 5.2 7.25% 8Y 1M 13D 19Y 9M 11D ICICI Prudential Gilt Fund Growth ₹108.634
↑ 0.22 ₹8,608 3.5 4 5.1 7.5 6.8 7.71% 9Y 4M 10D 21Y 7M 6D UTI Gilt Fund Growth ₹65.8049
↑ 0.05 ₹544 1.7 3.7 4.6 6.9 5.1 6.4% 3Y 2M 16D 7Y 11M 19D DSP Government Securities Fund Growth ₹99.6683
↑ 0.28 ₹1,250 4.1 3.9 4.2 6.9 4.5 0% 10Y 5M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund ICICI Prudential Gilt Fund UTI Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,794 Cr). Bottom quartile AUM (₹424 Cr). Highest AUM (₹8,608 Cr). Bottom quartile AUM (₹544 Cr). Lower mid AUM (₹1,250 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (26+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.84% (top quartile). 1Y return: 4.85% (lower mid). 1Y return: 5.07% (upper mid). 1Y return: 4.61% (bottom quartile). 1Y return: 4.18% (bottom quartile). Point 6 1M return: 3.26% (top quartile). 1M return: 2.60% (lower mid). 1M return: 2.59% (bottom quartile). 1M return: 1.07% (bottom quartile). 1M return: 3.17% (upper mid). Point 7 Sharpe: -0.90 (top quartile). Sharpe: -1.29 (bottom quartile). Sharpe: -1.15 (lower mid). Sharpe: -0.91 (upper mid). Sharpe: -1.26 (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). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.60% (upper mid). Yield to maturity (debt): 7.25% (lower mid). Yield to maturity (debt): 7.71% (top quartile). Yield to maturity (debt): 6.40% (bottom quartile). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 10.96 yrs (bottom quartile). Modified duration: 8.12 yrs (upper mid). Modified duration: 9.36 yrs (lower mid). Modified duration: 3.21 yrs (top quartile). Modified duration: 10.44 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
ICICI Prudential Gilt Fund
UTI Gilt Fund
DSP Government Securities Fund
3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 ₹99 2.4 22.4 31.9 11.7 0% 3M 18D IIFL Dynamic Bond Fund Growth ₹24.1529
↑ 0.05 ₹580 2.8 3.6 6.1 8.2 8.5 7.63% 4Y 4M 3D 6Y 12D Axis Dynamic Bond Fund Growth ₹31.5431
↑ 0.06 ₹1,026 3 4.3 6 7.5 7.1 7.28% 5Y 11D 10Y 8M 23D ICICI Prudential Long Term Plan Growth ₹39.1616
↑ 0.05 ₹13,746 2.7 3.6 5.5 7.4 7.2 8.22% 5Y 11M 16D 13Y 7M 28D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹49.0185
↑ 0.07 ₹1,459 2.7 3.8 5.3 7.4 7 8.58% 4Y 6M 25D 8Y 2M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Dynamic Accrual Fund IIFL Dynamic Bond Fund Axis Dynamic Bond Fund ICICI Prudential Long Term Plan Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹580 Cr). Lower mid AUM (₹1,026 Cr). Highest AUM (₹13,746 Cr). Upper mid AUM (₹1,459 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 31.90% (top quartile). 1Y return: 6.14% (upper mid). 1Y return: 5.98% (lower mid). 1Y return: 5.48% (bottom quartile). 1Y return: 5.26% (bottom quartile). Point 6 1M return: 1.43% (bottom quartile). 1M return: 1.72% (lower mid). 1M return: 1.86% (top quartile). 1M return: 1.78% (upper mid). 1M return: 1.49% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: -0.81 (upper mid). Sharpe: -1.09 (bottom quartile). Sharpe: -1.08 (lower mid). Sharpe: -1.52 (bottom quartile). Point 8 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.63% (lower mid). Yield to maturity (debt): 7.28% (bottom quartile). Yield to maturity (debt): 8.22% (upper mid). Yield to maturity (debt): 8.58% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.34 yrs (upper mid). Modified duration: 5.03 yrs (bottom quartile). Modified duration: 5.96 yrs (bottom quartile). Modified duration: 4.57 yrs (lower mid). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Axis Dynamic Bond Fund
ICICI Prudential Long Term Plan
Aditya Birla Sun Life Dynamic Bond Fund
ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ
ਇਕੁਇਟੀ ਫੰਡ ਮੁੱਖ ਤੌਰ 'ਤੇ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ ਜਾਂ ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਕੁਇਟੀ ਫੰਡ ਖਰੀਦਣਾ ਕਿਸੇ ਕੰਪਨੀ ਨੂੰ ਸਿੱਧੇ ਤੌਰ 'ਤੇ ਸ਼ੁਰੂ ਕੀਤੇ ਬਿਨਾਂ (ਥੋੜ੍ਹੇ ਜਿਹੇ ਅਨੁਪਾਤ ਵਿਚ) ਕਾਰੋਬਾਰ ਦੇ ਮਾਲਕ ਬਣਨ ਦਾ ਸਭ ਤੋਂ ਵਧੀਆ ਤਰੀਕਾ ਹੈ। ਕਿਉਂਕਿ, ਇਹ ਫੰਡ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ, ਉਹ ਕੁਦਰਤ ਵਿੱਚ ਅਸਥਿਰ ਹੁੰਦੇ ਹਨ। ਪਰ, ਉਹਨਾਂ ਕੋਲ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਉੱਚ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਬਹੁਤ ਸੰਭਾਵਨਾ ਹੈ। ਵੱਖ-ਵੱਖ ਕਿਸਮਾਂ ਦੇ ਇਕੁਇਟੀ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿਵੱਡੇ ਕੈਪ ਫੰਡ,ਮਿਡ-ਕੈਪ &ਸਮਾਲ ਕੈਪ ਫੰਡ,ਵਿਵਿਧ ਫੰਡ,ਸੈਕਟਰ ਫੰਡ, ਆਦਿ। ਨਿਵੇਸ਼ਕ ਜੋ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨ, ਉਹਨਾਂ ਕੋਲ ਉੱਚ-ਜੋਖਮ ਦੀ ਭੁੱਖ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਣਾ ਚਾਹੀਦਾ ਹੈ, ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ 5-10 ਸਾਲ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ। ਹੇਠ ਲਿਖੇ ਹਨਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਦੇ ਨਾਲ.
5 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਵੱਡੇ ਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Large Cap Fund Growth ₹90.1145
↑ 0.90 ₹51,660 2.3 -2.5 -1.3 13.1 15.2 9.2 JM Core 11 Fund Growth ₹20.2426
↑ 0.30 ₹279 8.1 1.8 2.6 14.2 14.1 -1.9 ICICI Prudential Bluechip Fund Growth ₹109.1
↑ 1.11 ₹76,297 1.6 -4.1 -1.9 13.1 13.5 11.3 HDFC Top 100 Fund Growth ₹1,136.98
↑ 8.45 ₹37,808 3.5 -2.9 -0.8 11.2 12.8 7.9 Invesco India Largecap Fund Growth ₹71.54
↑ 0.69 ₹1,749 5.8 2.3 1.9 13.9 12.8 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund JM Core 11 Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund Invesco India Largecap Fund Point 1 Upper mid AUM (₹51,660 Cr). Bottom quartile AUM (₹279 Cr). Highest AUM (₹76,297 Cr). Lower mid AUM (₹37,808 Cr). Bottom quartile AUM (₹1,749 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (16+ 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.24% (top quartile). 5Y return: 14.06% (upper mid). 5Y return: 13.52% (lower mid). 5Y return: 12.82% (bottom quartile). 5Y return: 12.75% (bottom quartile). Point 6 3Y return: 13.13% (lower mid). 3Y return: 14.22% (top quartile). 3Y return: 13.12% (bottom quartile). 3Y return: 11.21% (bottom quartile). 3Y return: 13.87% (upper mid). Point 7 1Y return: -1.27% (bottom quartile). 1Y return: 2.59% (top quartile). 1Y return: -1.91% (bottom quartile). 1Y return: -0.79% (lower mid). 1Y return: 1.88% (upper mid). Point 8 Alpha: 0.46 (upper mid). Alpha: -0.12 (lower mid). Alpha: -1.97 (bottom quartile). Alpha: -2.19 (bottom quartile). Alpha: 1.94 (top quartile). Point 9 Sharpe: -0.35 (lower mid). Sharpe: -0.23 (top quartile). Sharpe: -0.48 (bottom quartile). Sharpe: -0.48 (bottom quartile). Sharpe: -0.24 (upper mid). Point 10 Information ratio: 1.03 (top quartile). Information ratio: 0.10 (bottom quartile). Information ratio: 0.90 (upper mid). Information ratio: -0.05 (bottom quartile). Information ratio: 0.75 (lower mid). Nippon India Large Cap Fund
JM Core 11 Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
Invesco India Largecap Fund
5 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹98.434
↑ 2.10 ₹36,458 8.8 0 -4.4 19.5 22.2 -12.1 Invesco India Mid Cap Fund Growth ₹200.26
↑ 1.85 ₹12,397 15.5 11.5 11.1 26 20.3 6.3 HDFC Mid-Cap Opportunities Fund Growth ₹209.38
↑ 2.74 ₹97,350 7.5 4 6.4 20.5 20.1 6.8 Nippon India Small Cap Fund Growth ₹181.682
↑ 2.43 ₹74,604 13 12.2 4.7 18.1 19.7 -4.7 Edelweiss Mid Cap Fund Growth ₹108.565
↑ 1.37 ₹16,849 8.4 5.7 6.5 23.3 18.6 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund HDFC Mid-Cap Opportunities Fund Nippon India Small Cap Fund Edelweiss Mid Cap Fund Point 1 Lower mid AUM (₹36,458 Cr). Bottom quartile AUM (₹12,397 Cr). Highest AUM (₹97,350 Cr). Upper mid AUM (₹74,604 Cr). Bottom quartile AUM (₹16,849 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (15+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. 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: 22.20% (top quartile). 5Y return: 20.28% (upper mid). 5Y return: 20.10% (lower mid). 5Y return: 19.67% (bottom quartile). 5Y return: 18.64% (bottom quartile). Point 6 3Y return: 19.52% (bottom quartile). 3Y return: 25.96% (top quartile). 3Y return: 20.50% (lower mid). 3Y return: 18.13% (bottom quartile). 3Y return: 23.29% (upper mid). Point 7 1Y return: -4.36% (bottom quartile). 1Y return: 11.11% (top quartile). 1Y return: 6.43% (lower mid). 1Y return: 4.70% (bottom quartile). 1Y return: 6.50% (upper mid). Point 8 Alpha: -14.76 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -0.97 (bottom quartile). Alpha: 2.35 (top quartile). Alpha: 0.35 (upper mid). Point 9 Sharpe: -0.55 (bottom quartile). Sharpe: 0.21 (top quartile). Sharpe: 0.12 (lower mid). Sharpe: 0.05 (bottom quartile). Sharpe: 0.19 (upper mid). Point 10 Information ratio: -0.36 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.04 (lower mid). Information ratio: -0.24 (bottom quartile). Information ratio: 0.30 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Nippon India Small Cap Fund
Edelweiss Mid Cap Fund
ਚੋਟੀ ਦੇ 5 ਵਿਭਿੰਨ ਫੰਡ ਜਾਂ 5 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਮਲਟੀ ਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Multi Cap Fund Growth ₹303.905
↑ 3.10 ₹53,411 5.6 3.5 0.7 16.7 19.1 4.1 HDFC Equity Fund Growth ₹2,036.46
↑ 20.15 ₹101,822 3.4 -1.4 2.4 17.3 18.2 11.4 JM Multicap Fund Growth ₹97.9133
↑ 1.07 ₹5,069 8.4 3.5 -0.7 16 16.6 -6.8 Mahindra Badhat Yojana Growth ₹38.2508
↑ 0.49 ₹6,643 9 6.7 6.2 18.3 16.1 3.4 ICICI Prudential Multicap Fund Growth ₹852.27
↑ 8.91 ₹17,676 8.1 7.8 6.1 17.8 16.1 5.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Upper mid AUM (₹53,411 Cr). Highest AUM (₹101,822 Cr). Bottom quartile AUM (₹5,069 Cr). Bottom quartile AUM (₹6,643 Cr). Lower mid AUM (₹17,676 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (9+ yrs). Established history (31+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Not Rated. Rating: 3★ (lower mid). 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: 19.10% (top quartile). 5Y return: 18.16% (upper mid). 5Y return: 16.60% (lower mid). 5Y return: 16.14% (bottom quartile). 5Y return: 16.07% (bottom quartile). Point 6 3Y return: 16.73% (bottom quartile). 3Y return: 17.29% (lower mid). 3Y return: 16.02% (bottom quartile). 3Y return: 18.33% (top quartile). 3Y return: 17.81% (upper mid). Point 7 1Y return: 0.71% (bottom quartile). 1Y return: 2.38% (lower mid). 1Y return: -0.73% (bottom quartile). 1Y return: 6.22% (top quartile). 1Y return: 6.14% (upper mid). Point 8 Alpha: -1.22 (lower mid). Alpha: -1.71 (bottom quartile). Alpha: -2.68 (bottom quartile). Alpha: 4.99 (upper mid). Alpha: 5.38 (top quartile). Point 9 Sharpe: -0.19 (lower mid). Sharpe: -0.31 (bottom quartile). Sharpe: -0.37 (bottom quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.15 (top quartile). Point 10 Information ratio: 0.39 (bottom quartile). Information ratio: 0.80 (top quartile). Information ratio: 0.53 (bottom quartile). Information ratio: 0.65 (lower mid). Information ratio: 0.79 (upper mid). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
5 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਸੈਕਟਰ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Infrastructure Fund Growth ₹205.3
↑ 2.56 ₹8,351 6.4 5.8 3.2 21.5 23.9 6.7 LIC MF Infrastructure Fund Growth ₹54.9742
↑ 0.53 ₹1,099 11 13.3 8.7 26.6 23.5 -3.7 SBI PSU Fund Growth ₹34.5645
↑ 0.53 ₹6,594 -1.8 2.5 6.9 26 23.2 11.3 DSP India T.I.G.E.R Fund Growth ₹362.845
↑ 3.72 ₹6,019 11.9 17.3 13.1 24.8 22.9 -2.5 Nippon India Power and Infra Fund Growth ₹381.009
↑ 5.02 ₹7,898 8.3 12.7 7.9 22.9 22.5 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund LIC MF Infrastructure Fund SBI PSU Fund DSP India T.I.G.E.R Fund Nippon India Power and Infra Fund Point 1 Highest AUM (₹8,351 Cr). Bottom quartile AUM (₹1,099 Cr). Lower mid AUM (₹6,594 Cr). Bottom quartile AUM (₹6,019 Cr). Upper mid AUM (₹7,898 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Established history (16+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Point 3 Rating: 3★ (lower mid). Not Rated. Rating: 2★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 23.93% (top quartile). 5Y return: 23.52% (upper mid). 5Y return: 23.23% (lower mid). 5Y return: 22.91% (bottom quartile). 5Y return: 22.55% (bottom quartile). Point 6 3Y return: 21.48% (bottom quartile). 3Y return: 26.59% (top quartile). 3Y return: 26.03% (upper mid). 3Y return: 24.76% (lower mid). 3Y return: 22.93% (bottom quartile). Point 7 1Y return: 3.16% (bottom quartile). 1Y return: 8.69% (upper mid). 1Y return: 6.95% (bottom quartile). 1Y return: 13.06% (top quartile). 1Y return: 7.91% (lower mid). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 4.51 (upper mid). Alpha: 0.16 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 6.45 (top quartile). Point 9 Sharpe: 0.00 (bottom quartile). Sharpe: 0.26 (lower mid). Sharpe: 0.26 (bottom quartile). Sharpe: 0.48 (top quartile). Sharpe: 0.35 (upper mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.55 (upper mid). Information ratio: -0.02 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.63 (top quartile). ICICI Prudential Infrastructure Fund
LIC MF Infrastructure Fund
SBI PSU Fund
DSP India T.I.G.E.R Fund
Nippon India Power and Infra Fund
ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਸਰਵੋਤਮ ਹਾਈਬ੍ਰਿਡ ਮਿਉਚੁਅਲ ਫੰਡ
ਹਾਈਬ੍ਰਿਡ ਫੰਡ, ਜਿਸ ਨੂੰ ਵੀ ਕਿਹਾ ਜਾਂਦਾ ਹੈਸੰਤੁਲਿਤ ਫੰਡ ਕਰਜ਼ੇ ਅਤੇ ਇਕੁਇਟੀ ਦੋਵਾਂ ਦੇ ਸੁਮੇਲ ਵਿੱਚ। ਇੱਕ ਕਰਜ਼ਾ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਵਿੱਚ ਕਰਜ਼ਾ ਪ੍ਰਤੀਭੂਤੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਦਾ ਇੱਕ ਵੱਡਾ ਹਿੱਸਾ ਹੋ ਸਕਦਾ ਹੈ, ਅਤੇ ਇੱਕ ਇਕੁਇਟੀ ਹਾਈਬ੍ਰਿਡ ਵਿੱਚ ਇਕੁਇਟੀ ਯੰਤਰਾਂ ਦਾ ਇੱਕ ਵੱਡਾ ਹਿੱਸਾ ਹੋਵੇਗਾ। ਸੰਤੁਲਿਤ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਨਾ ਸਿਰਫ਼ ਆਨੰਦ ਲੈਣ ਦੀ ਇਜਾਜ਼ਤ ਦਿੰਦੇ ਹਨਪੂੰਜੀ ਵਾਧਾ, ਪਰ ਇਹ ਵੀ ਪ੍ਰਾਪਤ ਕਰੋਪੱਕੀ ਤਨਖਾਹ ਨਿਯਮਤ ਅੰਤਰਾਲ 'ਤੇ.
3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਸਿਖਰ ਦੇ 5 ਹਾਈਬ੍ਰਿਡ ਡੈਬਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential MIP 25 Growth ₹79.3552
↑ 0.27 ₹3,302 2.6 2.2 4.7 9.1 8.6 7.9 Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 SBI Debt Hybrid Fund Growth ₹76.5253
↑ 0.33 ₹9,793 3 3.2 4.9 8.9 8.8 6.7 DSP Regular Savings Fund Growth ₹61.0592
↑ 0.19 ₹179 2.7 1.7 3.6 8.8 7.3 7.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹70.2421
↑ 0.22 ₹1,475 2.6 2.5 4.6 8.5 8 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 Baroda Pioneer Conservative Hybrid Fund SBI Debt Hybrid Fund DSP Regular Savings Fund Aditya Birla Sun Life Regular Savings Fund Point 1 Upper mid AUM (₹3,302 Cr). Bottom quartile AUM (₹33 Cr). Highest AUM (₹9,793 Cr). Bottom quartile AUM (₹179 Cr). Lower mid AUM (₹1,475 Cr). Point 2 Established history (22+ yrs). Established history (21+ yrs). Oldest track record among peers (25 yrs). Established history (22+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Rating: 5★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.64% (upper mid). 5Y return: 7.83% (bottom quartile). 5Y return: 8.81% (top quartile). 5Y return: 7.35% (bottom quartile). 5Y return: 8.02% (lower mid). Point 6 3Y return: 9.13% (top quartile). 3Y return: 9.05% (upper mid). 3Y return: 8.91% (lower mid). 3Y return: 8.83% (bottom quartile). 3Y return: 8.47% (bottom quartile). Point 7 1Y return: 4.66% (upper mid). 1Y return: 3.31% (bottom quartile). 1Y return: 4.85% (top quartile). 1Y return: 3.62% (bottom quartile). 1Y return: 4.59% (lower mid). Point 8 1M return: 1.98% (top quartile). 1M return: -1.08% (bottom quartile). 1M return: 1.68% (bottom quartile). 1M return: 1.70% (lower mid). 1M return: 1.84% (upper mid). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 0.25 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.35 (upper mid). Alpha: 1.62 (top quartile). Point 10 Sharpe: -0.46 (bottom quartile). Sharpe: 0.85 (top quartile). Sharpe: -0.22 (upper mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.43 (lower mid). ICICI Prudential MIP 25
Baroda Pioneer Conservative Hybrid Fund
SBI Debt Hybrid Fund
DSP Regular Savings Fund
Aditya Birla Sun Life Regular Savings Fund
3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਸਿਖਰ ਦੇ 5 ਹਾਈਬ੍ਰਿਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.9
↑ 0.36 ₹1,482 9.3 10.8 8.3 18.9 14.8 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 ICICI Prudential Equity and Debt Fund Growth ₹407.73
↑ 3.01 ₹50,033 2.6 0.1 3.7 15.9 16.8 13.3 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Bandhan Hybrid Equity Fund Growth ₹27.686
↑ 0.26 ₹2,021 5.7 3.7 7.1 14.3 12 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund ICICI Prudential Equity and Debt Fund IDBI Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Bottom quartile AUM (₹1,482 Cr). Lower mid AUM (₹1,954 Cr). Highest AUM (₹50,033 Cr). Bottom quartile AUM (₹179 Cr). Upper mid AUM (₹2,021 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (26 yrs). Established history (26+ yrs). Established history (9+ yrs). Established history (9+ yrs). Point 3 Not Rated. Rating: 2★ (upper mid). Top rated. Not Rated. Not Rated. 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: 14.78% (upper mid). 5Y return: 14.20% (lower mid). 5Y return: 16.83% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.97% (bottom quartile). Point 6 3Y return: 18.88% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.88% (lower mid). 3Y return: 14.43% (bottom quartile). 3Y return: 14.31% (bottom quartile). Point 7 1Y return: 8.27% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: 3.66% (bottom quartile). 1Y return: 12.06% (upper mid). 1Y return: 7.14% (bottom quartile). Point 8 1M return: 4.57% (upper mid). 1M return: 1.80% (bottom quartile). 1M return: 4.53% (lower mid). 1M return: 2.10% (bottom quartile). 1M return: 5.16% (top quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 5.81 (upper mid). Alpha: 1.75 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.12 (top quartile). Point 10 Sharpe: 0.50 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: -0.21 (bottom quartile). Sharpe: 1.03 (upper mid). Sharpe: 0.08 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
IDBI Hybrid Equity Fund
Bandhan Hybrid Equity Fund
3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਵਧੀਆ ਗੋਲਡ ਫੰਡ
ਨਿਵੇਸ਼ਕ ਜੋ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਰਾਹੀਂ ਸੋਨੇ ਦੇ ਐਕਸਪੋਜਰ ਨੂੰ ਲੈਣਾ ਚਾਹੁੰਦੇ ਹਨ, ਤਰਜੀਹ ਦੇ ਸਕਦੇ ਹਨਸੋਨੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਫੰਡ ਗੋਲਡ ਮਿਉਚੁਅਲ ਫੰਡ ਸੋਨੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਈ.ਟੀ.ਐੱਫ (ਐਕਸਚੇਂਜ-ਟਰੇਡਡ ਫੰਡ)। ਭੌਤਿਕ ਸੋਨੇ ਦੇ ਉਲਟ, ਉਹ ਖਰੀਦਣ ਅਤੇ ਛੁਡਾਉਣ ਲਈ ਆਸਾਨ ਹਨ। ਪਿਛਲੇ 3 ਸਾਲਾਂ ਵਿੱਚ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਗੋਲਡ ਫੰਡ ਹੇਠਾਂ ਦਿੱਤੇ ਗਏ ਹਨ।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Gold Fund Growth ₹41.6271
↓ -0.09 ₹16,533 -4.4 4.1 46.1 32.9 23 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹44.01
↓ -0.14 ₹6,856 -4.4 3.9 45.9 32.8 23 72 Aditya Birla Sun Life Gold Fund Growth ₹41.3102
↓ -0.08 ₹1,822 -4.5 4 45.8 32.8 22.9 72 IDBI Gold Fund Growth ₹36.8919
↓ -0.01 ₹824 -4.1 3.9 44.8 32.8 22.9 79 Kotak Gold Fund Growth ₹54.588
↓ -0.13 ₹7,065 -4.4 3.9 45.7 32.7 22.6 70.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Aditya Birla Sun Life Gold Fund IDBI Gold Fund Kotak Gold Fund Point 1 Highest AUM (₹16,533 Cr). Lower mid AUM (₹6,856 Cr). Bottom quartile AUM (₹1,822 Cr). Bottom quartile AUM (₹824 Cr). Upper mid AUM (₹7,065 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Oldest track record among peers (15 yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (lower mid). Top rated. Not Rated. Rating: 1★ (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: 23.02% (top quartile). 5Y return: 22.98% (upper mid). 5Y return: 22.87% (bottom quartile). 5Y return: 22.91% (lower mid). 5Y return: 22.60% (bottom quartile). Point 6 3Y return: 32.95% (top quartile). 3Y return: 32.85% (upper mid). 3Y return: 32.81% (lower mid). 3Y return: 32.76% (bottom quartile). 3Y return: 32.69% (bottom quartile). Point 7 1Y return: 46.05% (top quartile). 1Y return: 45.86% (upper mid). 1Y return: 45.78% (lower mid). 1Y return: 44.83% (bottom quartile). 1Y return: 45.67% (bottom quartile). Point 8 1M return: -2.55% (lower mid). 1M return: -2.46% (upper mid). 1M return: -2.97% (bottom quartile). 1M return: -2.81% (bottom quartile). 1M return: -2.26% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.93 (upper mid). Sharpe: 1.79 (bottom quartile). Sharpe: 1.76 (bottom quartile). Sharpe: 1.82 (lower mid). Sharpe: 2.12 (top quartile). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Aditya Birla Sun Life Gold Fund
IDBI Gold Fund
Kotak Gold Fund
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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