+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 (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Liquid Fund Growth ₹3,039.35
↑ 0.47 ₹2,002 0.5 1.4 3.3 7 7.4 5.64% 1M 17D 1M 17D Axis Liquid Fund Growth ₹2,937.56
↑ 0.45 ₹36,757 0.5 1.5 3.3 7 7.4 5.85% 1M 12D 1M 15D Indiabulls Liquid Fund Growth ₹2,551.51
↑ 0.41 ₹393 0.5 1.5 3.3 7 7.4 5.77% 1M 10D 1M 11D PGIM India Insta Cash Fund Growth ₹343.442
↑ 0.05 ₹513 0.5 1.4 3.3 6.9 7.3 5.81% 1M 15D 1M 17D Canara Robeco Liquid Growth ₹3,175.37
↑ 0.48 ₹6,577 0.5 1.4 3.3 6.9 7.4 5.76% 1M 5D 1M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund PGIM India Insta Cash Fund Canara Robeco Liquid Point 1 Lower mid AUM (₹2,002 Cr). Highest AUM (₹36,757 Cr). Bottom quartile AUM (₹393 Cr). Bottom quartile AUM (₹513 Cr). Upper mid AUM (₹6,577 Cr). Point 2 Established history (17+ yrs). Established history (15+ yrs). Established history (13+ yrs). Oldest track record among peers (18 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Rating: 5★ (upper 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: 6.97% (top quartile). 1Y return: 6.96% (upper mid). 1Y return: 6.95% (lower mid). 1Y return: 6.93% (bottom quartile). 1Y return: 6.93% (bottom quartile). Point 6 1M return: 0.47% (upper mid). 1M return: 0.47% (lower mid). 1M return: 0.47% (top quartile). 1M return: 0.47% (bottom quartile). 1M return: 0.47% (bottom quartile). Point 7 Sharpe: 4.36 (top quartile). Sharpe: 3.64 (upper mid). Sharpe: 3.05 (bottom quartile). Sharpe: 3.30 (bottom quartile). Sharpe: 3.31 (lower mid). Point 8 Information ratio: 0.52 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -1.37 (bottom quartile). Information ratio: -0.82 (bottom quartile). Information ratio: -0.08 (lower mid). Point 9 Yield to maturity (debt): 5.64% (bottom quartile). Yield to maturity (debt): 5.85% (top quartile). Yield to maturity (debt): 5.77% (lower mid). Yield to maturity (debt): 5.81% (upper mid). Yield to maturity (debt): 5.76% (bottom quartile). Point 10 Modified duration: 0.13 yrs (bottom quartile). Modified duration: 0.12 yrs (lower mid). Modified duration: 0.11 yrs (upper mid). Modified duration: 0.13 yrs (bottom quartile). Modified duration: 0.10 yrs (top quartile). BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
PGIM India Insta Cash Fund
Canara Robeco Liquid
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 (%) 2024 (%) 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 Aditya Birla Sun Life Savings Fund Growth ₹555.25
↑ 0.08 ₹20,795 1.6 4.1 7.9 7.4 7.9 6.6% 5M 26D 7M 2D ICICI Prudential Ultra Short Term Fund Growth ₹28.0289
↑ 0.00 ₹16,382 1.5 3.9 7.4 7.1 7.5 6.63% 4M 24D 7M 6D SBI Magnum Ultra Short Duration Fund Growth ₹6,043.26
↑ 0.94 ₹15,902 1.5 3.7 7.3 7.1 7.4 6.13% 4M 20D 5M 12D Invesco India Ultra Short Term Fund Growth ₹2,727.84
↑ 0.35 ₹1,191 1.5 3.7 7.3 6.9 7.5 6.23% 5M 9D 5M 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 Ultra Short Bond Fund - Super Institutional Plan Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Invesco India Ultra Short Term Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹20,795 Cr). Upper mid AUM (₹16,382 Cr). Lower mid AUM (₹15,902 Cr). Bottom quartile AUM (₹1,191 Cr). Point 2 Established history (17+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (14+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderate. Point 5 1Y return: 13.69% (top quartile). 1Y return: 7.93% (upper mid). 1Y return: 7.44% (lower mid). 1Y return: 7.33% (bottom quartile). 1Y return: 7.29% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.43% (upper mid). 1M return: 0.43% (lower mid). 1M return: 0.42% (bottom quartile). 1M return: 0.42% (bottom quartile). Point 7 Sharpe: 2.57 (bottom quartile). Sharpe: 3.76 (top quartile). Sharpe: 2.80 (upper mid). Sharpe: 2.77 (lower mid). Sharpe: 2.75 (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): 6.60% (upper mid). Yield to maturity (debt): 6.63% (top quartile). Yield to maturity (debt): 6.13% (bottom quartile). Yield to maturity (debt): 6.23% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.40 yrs (lower mid). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.44 yrs (bottom quartile). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Invesco India Ultra Short Term 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 (%) 2024 (%) 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 ₹60.9012
↑ 0.04 ₹22,070 1.2 4.6 8.3 7.7 7.8 7.11% 2Y 2M 5D 4Y 25D HDFC Short Term Debt Fund Growth ₹32.3823
↑ 0.02 ₹18,143 0.9 4.6 8.3 7.6 8.3 6.8% 2Y 4M 10D 3Y 6M 25D Axis Short Term Fund Growth ₹31.301
↑ 0.02 ₹11,760 1 4.8 8.6 7.5 8 6.76% 2Y 2M 5D 2Y 10M 20D Nippon India Short Term Fund Growth ₹53.3919
↑ 0.05 ₹8,739 0.8 4.6 8.4 7.4 8 6.93% 2Y 7M 24D 3Y 4M 2D 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 Nippon India Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Highest AUM (₹22,070 Cr). Upper mid AUM (₹18,143 Cr). Lower mid AUM (₹11,760 Cr). Bottom quartile AUM (₹8,739 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (23+ yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 8.26% (bottom quartile). 1Y return: 8.27% (bottom quartile). 1Y return: 8.63% (upper mid). 1Y return: 8.41% (lower mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.14% (upper mid). 1M return: 0.05% (bottom quartile). 1M return: 0.10% (lower mid). 1M return: -0.03% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 2.15 (upper mid). Sharpe: 2.01 (lower mid). Sharpe: 2.19 (top quartile). Sharpe: 1.99 (bottom quartile). 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): 7.11% (top quartile). Yield to maturity (debt): 6.80% (lower mid). Yield to maturity (debt): 6.76% (bottom quartile). Yield to maturity (debt): 6.93% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.18 yrs (upper mid). Modified duration: 2.36 yrs (bottom quartile). Modified duration: 2.18 yrs (lower mid). Modified duration: 2.65 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
ICICI Prudential Short Term Fund
HDFC Short Term Debt Fund
Axis Short Term Fund
Nippon India Short Term Fund
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 (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹103.322
↑ 0.31 ₹7,330 -0.2 4.2 7.7 7.9 8.2 6.63% 4Y 2M 5D 12Y 9M 7D SBI Magnum Gilt Fund Growth ₹65.9962
↑ 0.30 ₹11,980 -1.6 3.4 5.7 7.6 8.9 6.73% 8Y 4M 28D 17Y 3M 18D DSP Government Securities Fund Growth ₹95.7954
↑ 0.52 ₹1,894 -1.6 3.7 5.7 7.5 10.1 6.79% 9Y 3M 4D 23Y 5M 19D Axis Gilt Fund Growth ₹25.5172
↑ 0.09 ₹619 -1.6 3.5 6.2 7.3 10 6.78% 8Y 7M 24D 22Y 8M 1D HDFC Gilt Fund Growth ₹55.2693
↑ 0.19 ₹3,020 -1.7 3.2 6.1 7.1 8.7 6.77% 8Y 1M 28D 19Y 4M 20D 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 Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Axis Gilt Fund HDFC Gilt Fund Point 1 Upper mid AUM (₹7,330 Cr). Highest AUM (₹11,980 Cr). Bottom quartile AUM (₹1,894 Cr). Bottom quartile AUM (₹619 Cr). Lower mid AUM (₹3,020 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (25+ yrs). Established history (13+ yrs). Established history (24+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). 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: 7.67% (top quartile). 1Y return: 5.74% (bottom quartile). 1Y return: 5.68% (bottom quartile). 1Y return: 6.20% (upper mid). 1Y return: 6.13% (lower mid). Point 6 1M return: -0.32% (top quartile). 1M return: -0.46% (upper mid). 1M return: -0.51% (lower mid). 1M return: -0.60% (bottom quartile). 1M return: -0.84% (bottom quartile). Point 7 Sharpe: 1.16 (top quartile). Sharpe: 0.20 (bottom quartile). Sharpe: 0.25 (bottom quartile). Sharpe: 0.41 (lower mid). Sharpe: 0.45 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.63% (bottom quartile). Yield to maturity (debt): 6.73% (bottom quartile). Yield to maturity (debt): 6.79% (top quartile). Yield to maturity (debt): 6.78% (upper mid). Yield to maturity (debt): 6.77% (lower mid). Point 10 Modified duration: 4.18 yrs (top quartile). Modified duration: 8.41 yrs (lower mid). Modified duration: 9.26 yrs (bottom quartile). Modified duration: 8.65 yrs (bottom quartile). Modified duration: 8.16 yrs (upper mid). ICICI Prudential Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
Axis Gilt Fund
HDFC Gilt 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 (%) 2024 (%) 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 ₹22.7848
↑ 0.03 ₹669 0.1 4.7 8.4 7.8 9.6 7.03% 7Y 15D ICICI Prudential Long Term Plan Growth ₹37.2323
↑ 0.07 ₹15,051 0.4 4.2 7.9 7.7 8.2 7.32% 3Y 8M 5D 9Y 7M 6D SBI Dynamic Bond Fund Growth ₹35.8429
↑ 0.10 ₹3,805 -0.8 4 6.4 7.6 8.6 6.83% 5Y 9M 11D 9Y 8M 12D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹46.5767
↑ 0.08 ₹1,928 -0.5 4.5 7.6 7.5 8.8 7.31% 6Y 3M 11Y 3M 4D 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 ICICI Prudential Long Term Plan SBI Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹669 Cr). Highest AUM (₹15,051 Cr). Upper mid AUM (₹3,805 Cr). Lower mid AUM (₹1,928 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (12+ yrs). Established history (15+ yrs). Established history (21+ yrs). Established history (20+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 4★ (upper mid). 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: 8.42% (upper mid). 1Y return: 7.94% (lower mid). 1Y return: 6.38% (bottom quartile). 1Y return: 7.57% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -0.35% (bottom quartile). 1M return: -0.15% (upper mid). 1M return: -0.15% (lower mid). 1M return: -0.43% (bottom quartile). Point 7 Sharpe: 1.19 (lower mid). Sharpe: 1.72 (top quartile). Sharpe: 1.53 (upper mid). Sharpe: 0.30 (bottom quartile). Sharpe: 0.84 (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): 7.03% (lower mid). Yield to maturity (debt): 7.32% (top quartile). Yield to maturity (debt): 6.83% (bottom quartile). Yield to maturity (debt): 7.31% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.00 yrs (upper mid). Modified duration: 3.68 yrs (lower mid). Modified duration: 5.78 yrs (bottom quartile). Modified duration: 6.25 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
ICICI Prudential Long Term Plan
SBI Dynamic Bond Fund
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 (%) 2024 (%) Nippon India Large Cap Fund Growth ₹90.9295
↑ 0.05 ₹44,165 1.7 14.6 1.3 18.9 24 18.2 ICICI Prudential Bluechip Fund Growth ₹109.91
↑ 0.14 ₹71,788 1.2 12.8 0.1 17.8 21.4 16.9 HDFC Top 100 Fund Growth ₹1,128.91
↑ 1.39 ₹38,117 0.8 9.9 -3.4 15.8 20.9 11.6 JM Core 11 Fund Growth ₹19.6805
↑ 0.04 ₹284 2.3 11.1 -7.2 18.4 19.5 24.3 Aditya Birla Sun Life Frontline Equity Fund Growth ₹521.99
↓ -0.33 ₹30,235 0.4 12.4 -1.6 14.7 19.2 15.6 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 Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund JM Core 11 Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Upper mid AUM (₹44,165 Cr). Highest AUM (₹71,788 Cr). Lower mid AUM (₹38,117 Cr). Bottom quartile AUM (₹284 Cr). Bottom quartile AUM (₹30,235 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (28 yrs). Established history (17+ yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). 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: 24.00% (top quartile). 5Y return: 21.39% (upper mid). 5Y return: 20.89% (lower mid). 5Y return: 19.49% (bottom quartile). 5Y return: 19.23% (bottom quartile). Point 6 3Y return: 18.94% (top quartile). 3Y return: 17.80% (lower mid). 3Y return: 15.77% (bottom quartile). 3Y return: 18.40% (upper mid). 3Y return: 14.71% (bottom quartile). Point 7 1Y return: 1.32% (top quartile). 1Y return: 0.12% (upper mid). 1Y return: -3.43% (bottom quartile). 1Y return: -7.17% (bottom quartile). 1Y return: -1.63% (lower mid). Point 8 Alpha: 0.61 (lower mid). Alpha: 1.58 (top quartile). Alpha: -2.13 (bottom quartile). Alpha: -4.99 (bottom quartile). Alpha: 1.34 (upper mid). Point 9 Sharpe: -0.37 (upper mid). Sharpe: -0.35 (top quartile). Sharpe: -0.64 (bottom quartile). Sharpe: -0.75 (bottom quartile). Sharpe: -0.38 (lower mid). Point 10 Information ratio: 1.84 (top quartile). Information ratio: 1.50 (upper mid). Information ratio: 0.96 (lower mid). Information ratio: 0.40 (bottom quartile). Information ratio: 0.80 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
JM Core 11 Fund
Aditya Birla Sun Life Frontline Equity 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 (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹104.084
↓ -0.42 ₹33,609 3.6 14.2 0.6 27.6 33.5 57.1 Nippon India Small Cap Fund Growth ₹167.863
↓ -0.12 ₹65,922 -0.1 17 -7.3 22.6 32.5 26.1 HDFC Small Cap Fund Growth ₹141.434
↓ -0.58 ₹36,353 3.4 21.1 -1.6 22.9 30.3 20.4 Franklin India Smaller Companies Fund Growth ₹168.118
↓ -0.51 ₹13,825 -2.8 14.9 -10.2 22.1 29.5 23.2 Edelweiss Mid Cap Fund Growth ₹100.122
↓ -0.15 ₹11,027 0.4 17.5 0.3 23.4 29.1 38.9 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 Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund Edelweiss Mid Cap Fund Point 1 Lower mid AUM (₹33,609 Cr). Highest AUM (₹65,922 Cr). Upper mid AUM (₹36,353 Cr). Bottom quartile AUM (₹13,825 Cr). Bottom quartile AUM (₹11,027 Cr). Point 2 Established history (11+ yrs). Established history (14+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). 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: 33.49% (top quartile). 5Y return: 32.48% (upper mid). 5Y return: 30.31% (lower mid). 5Y return: 29.45% (bottom quartile). 5Y return: 29.07% (bottom quartile). Point 6 3Y return: 27.60% (top quartile). 3Y return: 22.65% (bottom quartile). 3Y return: 22.91% (lower mid). 3Y return: 22.05% (bottom quartile). 3Y return: 23.37% (upper mid). Point 7 1Y return: 0.60% (top quartile). 1Y return: -7.33% (bottom quartile). 1Y return: -1.56% (lower mid). 1Y return: -10.20% (bottom quartile). 1Y return: 0.29% (upper mid). Point 8 Alpha: 3.70 (upper mid). Alpha: -3.84 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -5.51 (bottom quartile). Alpha: 5.32 (top quartile). Point 9 Sharpe: -0.11 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.17 (lower mid). Sharpe: -0.59 (bottom quartile). Sharpe: -0.06 (top quartile). Point 10 Information ratio: 0.44 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.06 (bottom quartile). Information ratio: 0.20 (upper mid). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies 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 (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹299.915
↑ 0.29 ₹45,881 1 17 -0.3 22.5 29.5 25.8 HDFC Equity Fund Growth ₹1,995.22
↑ 3.75 ₹80,642 2.7 13.8 4.9 22.1 27.9 23.5 JM Multicap Fund Growth ₹97.1049
↑ 0.22 ₹5,957 0.6 10.3 -10.5 21.6 25.2 33.3 Mahindra Badhat Yojana Growth ₹34.7433
↑ 0.02 ₹5,727 0.4 15.2 -4.9 18.6 24.9 23.4 Baroda Pioneer Multi Cap Fund Growth ₹285.34
↑ 0.08 ₹2,953 1.3 13 -2.3 18.8 24 31.7 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 Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana Baroda Pioneer Multi Cap Fund Point 1 Upper mid AUM (₹45,881 Cr). Highest AUM (₹80,642 Cr). Lower mid AUM (₹5,957 Cr). Bottom quartile AUM (₹5,727 Cr). Bottom quartile AUM (₹2,953 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (30 yrs). Established history (16+ yrs). Established history (8+ yrs). Established history (22+ 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: 29.54% (top quartile). 5Y return: 27.94% (upper mid). 5Y return: 25.16% (lower mid). 5Y return: 24.88% (bottom quartile). 5Y return: 23.97% (bottom quartile). Point 6 3Y return: 22.53% (top quartile). 3Y return: 22.06% (upper mid). 3Y return: 21.60% (lower mid). 3Y return: 18.65% (bottom quartile). 3Y return: 18.79% (bottom quartile). Point 7 1Y return: -0.33% (upper mid). 1Y return: 4.92% (top quartile). 1Y return: -10.50% (bottom quartile). 1Y return: -4.88% (bottom quartile). 1Y return: -2.32% (lower mid). Point 8 Alpha: 2.00 (upper mid). Alpha: 4.65 (top quartile). Alpha: -9.56 (bottom quartile). Alpha: 1.26 (lower mid). Alpha: 0.28 (bottom quartile). Point 9 Sharpe: -0.27 (upper mid). Sharpe: -0.02 (top quartile). Sharpe: -1.04 (bottom quartile). Sharpe: -0.32 (lower mid). Sharpe: -0.37 (bottom quartile). Point 10 Information ratio: 0.95 (upper mid). Information ratio: 1.60 (top quartile). Information ratio: 0.94 (lower mid). Information ratio: 0.35 (bottom quartile). Information ratio: 0.00 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
Baroda Pioneer Multi Cap 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 (%) 2024 (%) ICICI Prudential Infrastructure Fund Growth ₹191.91
↓ -0.26 ₹7,941 -1.4 13.8 -3.3 27.6 34.6 27.4 HDFC Infrastructure Fund Growth ₹47.047
↓ -0.02 ₹2,540 -1.2 16.3 -5.2 27.1 32.5 23 Bandhan Infrastructure Fund Growth ₹49.237
↓ -0.08 ₹1,676 -2.5 15.7 -11.7 25.9 32.3 39.3 DSP India T.I.G.E.R Fund Growth ₹311.759
↑ 0.12 ₹5,406 0.4 17.1 -8.2 25.7 32.3 32.4 Franklin Build India Fund Growth ₹139.718
↓ -0.03 ₹2,950 0.1 15.3 -3.9 26.7 32 27.8 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 Infrastructure Fund HDFC Infrastructure Fund Bandhan Infrastructure Fund DSP India T.I.G.E.R Fund Franklin Build India Fund Point 1 Highest AUM (₹7,941 Cr). Bottom quartile AUM (₹2,540 Cr). Bottom quartile AUM (₹1,676 Cr). Upper mid AUM (₹5,406 Cr). Lower mid AUM (₹2,950 Cr). Point 2 Established history (20+ yrs). Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (21 yrs). Established history (16+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (lower mid). Rating: 5★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 34.63% (top quartile). 5Y return: 32.51% (upper mid). 5Y return: 32.27% (lower mid). 5Y return: 32.25% (bottom quartile). 5Y return: 32.02% (bottom quartile). Point 6 3Y return: 27.65% (top quartile). 3Y return: 27.06% (upper mid). 3Y return: 25.86% (bottom quartile). 3Y return: 25.68% (bottom quartile). 3Y return: 26.74% (lower mid). Point 7 1Y return: -3.34% (top quartile). 1Y return: -5.18% (lower mid). 1Y return: -11.70% (bottom quartile). 1Y return: -8.24% (bottom quartile). 1Y return: -3.85% (upper mid). Point 8 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 9 Sharpe: -0.42 (top quartile). Sharpe: -0.56 (lower mid). Sharpe: -0.69 (bottom quartile). Sharpe: -0.65 (bottom quartile). Sharpe: -0.51 (upper mid). 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). ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
Bandhan Infrastructure Fund
DSP India T.I.G.E.R Fund
Franklin Build India 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 (%) 2024 (%) ICICI Prudential MIP 25 Growth ₹76.3892
↑ 0.07 ₹3,237 1.7 6.9 6.4 10.1 9.9 11.4 HDFC Hybrid Debt Fund Growth ₹81.6391
↑ 0.13 ₹3,388 -1.1 4.6 3 10 11 10.5 SBI Debt Hybrid Fund Growth ₹72.8545
↑ 0.10 ₹9,799 0.8 6.5 4.6 9.9 11 11 Kotak Debt Hybrid Fund Growth ₹58.1621
↑ 0.17 ₹3,130 -0.9 5 2.6 9.9 10.7 11.4 DSP Regular Savings Fund Growth ₹58.7512
↑ 0.05 ₹178 0.2 5.4 5.7 9.7 9.1 11 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 MIP 25 HDFC Hybrid Debt Fund SBI Debt Hybrid Fund Kotak Debt Hybrid Fund DSP Regular Savings Fund Point 1 Lower mid AUM (₹3,237 Cr). Upper mid AUM (₹3,388 Cr). Highest AUM (₹9,799 Cr). Bottom quartile AUM (₹3,130 Cr). Bottom quartile AUM (₹178 Cr). Point 2 Established history (21+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 5★ (upper mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 9.93% (bottom quartile). 5Y return: 10.97% (upper mid). 5Y return: 11.02% (top quartile). 5Y return: 10.65% (lower mid). 5Y return: 9.05% (bottom quartile). Point 6 3Y return: 10.06% (top quartile). 3Y return: 9.98% (upper mid). 3Y return: 9.87% (lower mid). 3Y return: 9.85% (bottom quartile). 3Y return: 9.75% (bottom quartile). Point 7 1Y return: 6.44% (top quartile). 1Y return: 3.04% (bottom quartile). 1Y return: 4.61% (lower mid). 1Y return: 2.63% (bottom quartile). 1Y return: 5.70% (upper mid). Point 8 1M return: 0.60% (top quartile). 1M return: -0.59% (bottom quartile). 1M return: 0.14% (upper mid). 1M return: -0.45% (bottom quartile). 1M return: -0.24% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.38 (bottom quartile). Alpha: -0.12 (bottom quartile). Point 10 Sharpe: 0.25 (top quartile). Sharpe: -0.43 (bottom quartile). Sharpe: -0.23 (lower mid). Sharpe: -0.24 (bottom quartile). Sharpe: 0.15 (upper mid). ICICI Prudential MIP 25
HDFC Hybrid Debt Fund
SBI Debt Hybrid Fund
Kotak Debt Hybrid Fund
DSP 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 (%) 2024 (%) JM Equity Hybrid Fund Growth ₹119.518
↑ 0.04 ₹841 0.9 8.7 -7.9 19.8 21 27 ICICI Prudential Equity and Debt Fund Growth ₹395.52
↑ 0.61 ₹44,605 2.5 12.6 4.1 19.2 24.7 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.59
↑ 0.01 ₹1,258 -2.6 13.3 -4.8 18.1 23.1 25.8 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 UTI Hybrid Equity Fund Growth ₹398.551
↑ 0.57 ₹6,422 -0.6 8.2 -2 15.6 19.5 19.7 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 JM Equity Hybrid Fund ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund UTI Hybrid Equity Fund Point 1 Bottom quartile AUM (₹841 Cr). Highest AUM (₹44,605 Cr). Bottom quartile AUM (₹1,258 Cr). Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹6,422 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (25+ yrs). Established history (9+ yrs). Established history (25+ yrs). Established history (30+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Not Rated. Rating: 2★ (lower mid). Rating: 3★ (upper 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: 21.01% (lower mid). 5Y return: 24.70% (top quartile). 5Y return: 23.06% (upper mid). 5Y return: 14.20% (bottom quartile). 5Y return: 19.52% (bottom quartile). Point 6 3Y return: 19.82% (top quartile). 3Y return: 19.22% (upper mid). 3Y return: 18.14% (lower mid). 3Y return: 16.03% (bottom quartile). 3Y return: 15.61% (bottom quartile). Point 7 1Y return: -7.92% (bottom quartile). 1Y return: 4.15% (upper mid). 1Y return: -4.81% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: -1.98% (lower mid). Point 8 1M return: -0.28% (lower mid). 1M return: 1.72% (upper mid). 1M return: -0.79% (bottom quartile). 1M return: 1.80% (top quartile). 1M return: -0.33% (bottom quartile). Point 9 Alpha: -7.43 (bottom quartile). Alpha: 2.01 (upper mid). Alpha: 0.00 (lower mid). Alpha: 5.81 (top quartile). Alpha: -0.36 (bottom quartile). Point 10 Sharpe: -0.92 (bottom quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.38 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: -0.42 (bottom quartile). JM Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
UTI 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 (%) 2024 (%) SBI Gold Fund Growth ₹31.2627
↑ 0.19 ₹4,740 8.4 22.5 46 26.5 14.5 19.6 IDBI Gold Fund Growth ₹27.9292
↑ 0.19 ₹214 9 22.6 46 26.4 14.9 18.7 ICICI Prudential Regular Gold Savings Fund Growth ₹33.1175
↑ 0.23 ₹2,384 8.5 22.6 46 26.3 14.4 19.5 Nippon India Gold Savings Fund Growth ₹40.9128
↑ 0.23 ₹3,248 8.4 22.4 45.9 26.3 14.2 19 HDFC Gold Fund Growth ₹31.9409
↑ 0.20 ₹4,537 8.2 22.4 46 26.3 14.4 18.9 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 SBI Gold Fund IDBI Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund HDFC Gold Fund Point 1 Highest AUM (₹4,740 Cr). Bottom quartile AUM (₹214 Cr). Bottom quartile AUM (₹2,384 Cr). Lower mid AUM (₹3,248 Cr). Upper mid AUM (₹4,537 Cr). Point 2 Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Oldest track record among peers (14 yrs). Established history (13+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 2★ (upper mid). 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: 14.51% (upper mid). 5Y return: 14.88% (top quartile). 5Y return: 14.40% (lower mid). 5Y return: 14.24% (bottom quartile). 5Y return: 14.40% (bottom quartile). Point 6 3Y return: 26.54% (top quartile). 3Y return: 26.36% (upper mid). 3Y return: 26.33% (lower mid). 3Y return: 26.30% (bottom quartile). 3Y return: 26.28% (bottom quartile). Point 7 1Y return: 45.99% (top quartile). 1Y return: 45.96% (bottom quartile). 1Y return: 45.97% (lower mid). 1Y return: 45.88% (bottom quartile). 1Y return: 45.97% (upper mid). Point 8 1M return: 6.07% (lower mid). 1M return: 6.57% (top quartile). 1M return: 6.08% (upper mid). 1M return: 5.99% (bottom quartile). 1M return: 5.99% (bottom 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: 2.53 (top quartile). Sharpe: 2.25 (bottom quartile). Sharpe: 2.50 (upper mid). Sharpe: 2.48 (bottom quartile). Sharpe: 2.50 (lower mid). SBI Gold Fund
IDBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings Fund
HDFC 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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