+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 BOI AXA Liquid Fund Growth ₹3,257.84
↑ 0.15 ₹1,874 0.4 1.5 3.2 6.4 6.6 6.09% 1M 17D 1M 17D Axis Liquid Fund Growth ₹3,149.61
↑ 0.03 ₹53,470 0.4 1.5 3.1 6.4 6.6 6.37% 1M 19D 1M 19D Edelweiss Liquid Fund Growth ₹3,617
↑ 0.05 ₹11,741 0.4 1.5 3.1 6.4 6.5 6.52% 2M 1D 2M 1D DSP Liquidity Fund Growth ₹4,036.68
↓ -0.19 ₹24,726 0.4 1.5 3.1 6.4 6.5 6.24% 1M 2D 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 BOI AXA Liquid Fund Axis Liquid Fund Edelweiss Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Bottom quartile AUM (₹1,874 Cr). Highest AUM (₹53,470 Cr). Lower mid AUM (₹11,741 Cr). Upper mid AUM (₹24,726 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). 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: 6.45% (upper mid). 1Y return: 6.45% (lower mid). 1Y return: 6.43% (bottom quartile). 1Y return: 6.41% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.45% (upper mid). 1M return: 0.44% (bottom quartile). 1M return: 0.44% (lower mid). 1M return: 0.43% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 3.52 (top quartile). Sharpe: 3.18 (upper mid). Sharpe: 3.04 (bottom quartile). Sharpe: 3.10 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 2.55 (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): 6.66% (top quartile). Yield to maturity (debt): 6.09% (bottom quartile). Yield to maturity (debt): 6.37% (lower mid). Yield to maturity (debt): 6.52% (upper mid). Yield to maturity (debt): 6.24% (bottom quartile). Point 10 Modified duration: 0.10 yrs (upper mid). Modified duration: 0.13 yrs (lower mid). Modified duration: 0.14 yrs (bottom quartile). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Edelweiss 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 ₹594.213
↓ -0.35 ₹16,279 1.4 3.1 6.2 7.2 7.4 7.61% 6M 7D 7M 13D SBI Magnum Ultra Short Duration Fund Growth ₹6,460.47
↓ -3.65 ₹11,237 1.4 2.9 6.1 6.9 7 7.03% 3M 14D 5M 23D Nippon India Ultra Short Duration Fund Growth ₹4,352.1
↓ -1.97 ₹11,551 1.4 2.9 6 6.7 6.8 0.07% 1D 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 SBI Magnum Ultra Short Duration Fund Nippon India Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹146 Cr). Highest AUM (₹16,279 Cr). Lower mid AUM (₹11,237 Cr). Upper mid AUM (₹11,551 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (23+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.16% (lower mid). 1Y return: 6.09% (bottom quartile). 1Y return: 6.05% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.52% (upper mid). 1M return: 0.30% (bottom quartile). 1M return: 0.34% (lower mid). 1M return: 0.32% (bottom quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 0.96 (lower mid). Sharpe: 0.94 (bottom quartile). Sharpe: 0.97 (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): 0.00% (bottom quartile). Yield to maturity (debt): 6.83% (lower mid). Yield to maturity (debt): 7.61% (top quartile). Yield to maturity (debt): 7.03% (upper mid). Yield to maturity (debt): 0.07% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (lower mid). Modified duration: 0.52 yrs (bottom quartile). Modified duration: 0.29 yrs (bottom quartile). Modified duration: 0.00 yrs (upper mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
IDBI Ultra Short Term Fund
Aditya Birla Sun Life Savings Fund
SBI Magnum Ultra Short Duration Fund
Nippon India 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% IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D Bandhan Bond Fund Short Term Plan Growth ₹61.1929
↓ -0.04 ₹8,680 0.7 2.6 5 7.2 7.5 7.17% 1Y 18D 1Y 2M 19D Axis Short Term Fund Growth ₹33.0153
↓ -0.04 ₹7,425 0.4 2.2 4.4 7.1 8.1 7.77% 2Y 4D 2Y 6M 14D HDFC Short Term Debt Fund Growth ₹34.0698
↓ -0.05 ₹14,219 0.1 1.9 4.1 7 7.8 7.9% 2Y 3M 2Y 10M 28D 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 IDBI Short Term Bond Fund Bandhan Bond Fund Short Term Plan Axis Short Term Fund HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹26 Cr). Upper mid AUM (₹8,680 Cr). Lower mid AUM (₹7,425 Cr). Highest AUM (₹14,219 Cr). Point 2 Established history (24+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.21% (upper mid). 1Y return: 4.96% (lower mid). 1Y return: 4.37% (bottom quartile). 1Y return: 4.09% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (upper mid). 1M return: -0.02% (lower mid). 1M return: -0.19% (bottom quartile). 1M return: -0.36% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (top quartile). Sharpe: 0.07 (upper mid). Sharpe: -0.21 (lower mid). Sharpe: -0.27 (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): 6.43% (bottom quartile). Yield to maturity (debt): 7.17% (lower mid). Yield to maturity (debt): 7.77% (upper mid). Yield to maturity (debt): 7.90% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 1.05 yrs (lower mid). Modified duration: 2.01 yrs (bottom quartile). Modified duration: 2.25 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
IDBI Short Term Bond Fund
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
HDFC Short Term Debt 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.5401
↓ 0.00 ₹1,686 0 3.4 6.3 7.7 3.7 5.29% 9M 14D 1Y 9M 25D Axis Gilt Fund Growth ₹26.3263
↓ -0.04 ₹336 -1.4 1.1 1.7 6.5 5.2 7.13% 6Y 10M 6D 13Y 6M 22D UTI Gilt Fund Growth ₹64.7579
↓ -0.17 ₹415 -1.5 -0.2 2.5 6 5.1 7.38% 9Y 1M 28D 28Y 6M 7D SBI Magnum Gilt Fund Growth ₹67.9519
↓ -0.11 ₹8,067 -0.8 1.5 1.9 6 4.5 7.03% 5Y 3M 22D 15Y 5M 1D DSP Government Securities Fund Growth ₹97.06
↓ -0.13 ₹1,083 -1.9 0.7 0.3 5.8 4.5 6.98% 7Y 7M 6D 19Y 2M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,686 Cr). Bottom quartile AUM (₹336 Cr). Bottom quartile AUM (₹415 Cr). Highest AUM (₹8,067 Cr). Lower mid AUM (₹1,083 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Oldest track record among peers (27 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: 6.33% (top quartile). 1Y return: 1.68% (bottom quartile). 1Y return: 2.54% (upper mid). 1Y return: 1.94% (lower mid). 1Y return: 0.32% (bottom quartile). Point 6 1M return: 0.12% (top quartile). 1M return: -1.09% (lower mid). 1M return: -1.71% (bottom quartile). 1M return: -0.58% (upper mid). 1M return: -1.87% (bottom quartile). Point 7 Sharpe: 0.36 (top quartile). Sharpe: -0.41 (lower mid). Sharpe: -0.38 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.45 (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): 5.29% (bottom quartile). Yield to maturity (debt): 7.13% (upper mid). Yield to maturity (debt): 7.38% (top quartile). Yield to maturity (debt): 7.03% (lower mid). Yield to maturity (debt): 6.98% (bottom quartile). Point 10 Modified duration: 0.79 yrs (top quartile). Modified duration: 6.85 yrs (lower mid). Modified duration: 9.16 yrs (bottom quartile). Modified duration: 5.31 yrs (upper mid). Modified duration: 7.60 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
UTI Gilt Fund
SBI Magnum 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 ₹23.8951
↓ -0.07 ₹549 -1 1.5 3.1 7.5 8.5 7.52% 4Y 2M 15D 5Y 9M 27D Bandhan Dynamic Bond Fund Growth ₹35.8561
↓ -0.01 ₹1,910 0.3 3.1 5.6 7.1 3.4 5.88% 4M 22D 7M 20D Axis Dynamic Bond Fund Growth ₹31.4237
↓ -0.06 ₹969 -0.2 2.2 4.3 7 7.1 6.8% 2Y 9M 14D 5Y 1M 10D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹48.8702
↓ -0.07 ₹1,370 0 2.1 3.6 7 7 8.12% 3Y 22D 6Y 3M 11D 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 Bandhan Dynamic Bond Fund Axis Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹549 Cr). Highest AUM (₹1,910 Cr). Lower mid AUM (₹969 Cr). Upper mid AUM (₹1,370 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (17+ yrs). Established history (15+ yrs). Established history (22+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 3★ (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: 3.14% (bottom quartile). 1Y return: 5.56% (upper mid). 1Y return: 4.27% (lower mid). 1Y return: 3.56% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -1.08% (bottom quartile). 1M return: 0.17% (upper mid). 1M return: -0.48% (bottom quartile). 1M return: -0.41% (lower mid). Point 7 Sharpe: 1.19 (top quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 0.21 (upper mid). Sharpe: 0.12 (lower mid). Sharpe: -0.25 (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): 7.52% (upper mid). Yield to maturity (debt): 5.88% (bottom quartile). Yield to maturity (debt): 6.80% (lower mid). Yield to maturity (debt): 8.12% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.21 yrs (bottom quartile). Modified duration: 0.39 yrs (upper mid). Modified duration: 2.79 yrs (lower mid). Modified duration: 3.06 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Bandhan Dynamic Bond Fund
Axis 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 (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03 ₹51 -5.7 -7.3 5.9 13.8 10.5 Nippon India Large Cap Fund Growth ₹84.6734
↓ -0.60 ₹51,296 -5.8 -6.8 -9.7 9.1 10.2 9.2 Taurus Largecap Equity Fund Growth ₹166.18
↓ -1.40 ₹62 1.7 4.9 2.8 12.9 9.3 5.3 ICICI Prudential Bluechip Fund Growth ₹102.02
↓ -0.63 ₹76,352 -6.2 -7.1 -10.4 8.9 8.7 11.3 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 India Top 100 Equity Fund Baroda Pioneer Large Cap Fund Nippon India Large Cap Fund Taurus Largecap Equity Fund ICICI Prudential Bluechip Fund Point 1 Lower mid AUM (₹655 Cr). Bottom quartile AUM (₹51 Cr). Upper mid AUM (₹51,296 Cr). Bottom quartile AUM (₹62 Cr). Highest AUM (₹76,352 Cr). Point 2 Established history (14+ yrs). Established history (16+ yrs). Established history (19+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (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: 12.61% (top quartile). 5Y return: 10.45% (upper mid). 5Y return: 10.23% (lower mid). 5Y return: 9.34% (bottom quartile). 5Y return: 8.71% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 13.75% (upper mid). 3Y return: 9.07% (bottom quartile). 3Y return: 12.87% (lower mid). 3Y return: 8.94% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 5.94% (upper mid). 1Y return: -9.74% (bottom quartile). 1Y return: 2.75% (lower mid). 1Y return: -10.38% (bottom quartile). Point 8 Alpha: 2.11 (upper mid). Alpha: -3.15 (bottom quartile). Alpha: -1.77 (lower mid). Alpha: 11.22 (top quartile). Alpha: -2.78 (bottom quartile). Point 9 Sharpe: 1.09 (upper mid). Sharpe: 1.53 (top quartile). Sharpe: -0.62 (bottom quartile). Sharpe: 0.17 (lower mid). Sharpe: -0.69 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: 0.42 (upper mid). Information ratio: 0.80 (top quartile). Information ratio: 0.41 (lower mid). IDBI India Top 100 Equity Fund
Baroda Pioneer Large Cap Fund
Nippon India Large Cap Fund
Taurus Largecap Equity Fund
ICICI Prudential Bluechip 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 ₹96.9986
↓ -1.47 ₹40,208 -2.2 4 -7.4 15.6 17.6 -12.1 Nippon India Small Cap Fund Growth ₹172.904
↓ -3.96 ₹80,906 -4.3 2.2 1.7 11.7 16.1 -4.7 HDFC Mid-Cap Opportunities Fund Growth ₹196.264
↓ -1.81 ₹101,856 -5.8 -1.9 -1.6 14.5 16 6.8 Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15 ₹97 -8.1 0.1 26.2 22.5 15.9 Invesco India Mid Cap Fund Growth ₹181.38
↓ -3.60 ₹15,749 -9.1 0.4 -2.7 19.1 15.3 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Mid-Cap Opportunities Fund Baroda Pioneer Mid-Cap Fund Invesco India Mid Cap Fund Point 1 Lower mid AUM (₹40,208 Cr). Upper mid AUM (₹80,906 Cr). Highest AUM (₹101,856 Cr). Bottom quartile AUM (₹97 Cr). Bottom quartile AUM (₹15,749 Cr). Point 2 Established history (12+ yrs). Established history (16+ yrs). Oldest track record among peers (19 yrs). Established history (16+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 17.57% (top quartile). 5Y return: 16.08% (upper mid). 5Y return: 15.99% (lower mid). 5Y return: 15.89% (bottom quartile). 5Y return: 15.34% (bottom quartile). Point 6 3Y return: 15.61% (lower mid). 3Y return: 11.74% (bottom quartile). 3Y return: 14.49% (bottom quartile). 3Y return: 22.51% (top quartile). 3Y return: 19.15% (upper mid). Point 7 1Y return: -7.44% (bottom quartile). 1Y return: 1.74% (upper mid). 1Y return: -1.62% (lower mid). 1Y return: 26.24% (top quartile). 1Y return: -2.72% (bottom quartile). Point 8 Alpha: -3.81 (bottom quartile). Alpha: 1.80 (top quartile). Alpha: -1.28 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: -0.02 (bottom quartile). Sharpe: 3.23 (top quartile). Sharpe: 0.17 (lower mid). Point 10 Information ratio: 0.24 (top quartile). Information ratio: -0.03 (bottom quartile). Information ratio: 0.21 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Mid-Cap Opportunities Fund
Baroda Pioneer Mid-Cap Fund
Invesco India 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 (%) HDFC Equity Fund Growth ₹1,945.5
↓ -16.30 ₹108,547 -4.6 -3.2 -6.2 13.5 13.6 11.4 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Nippon India Multi Cap Fund Growth ₹280.709
↓ -3.56 ₹53,767 -7 -6.2 -8 10.4 13.6 4.1 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹36.71
↓ -0.70 ₹1,386 -3.6 5.2 10.3 17.6 12.7 3.5 JM Multicap Fund Growth ₹93.9576
↓ -1.46 ₹5,036 -4 0.7 -5.7 10.7 12.2 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Equity Fund BNP Paribas Multi Cap Fund Nippon India Multi Cap Fund Aditya Birla Sun Life Manufacturing Equity Fund JM Multicap Fund Point 1 Highest AUM (₹108,547 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹53,767 Cr). Bottom quartile AUM (₹1,386 Cr). Lower mid AUM (₹5,036 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Not Rated. Rating: 4★ (upper mid). 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: 13.58% (top quartile). 5Y return: 13.57% (upper mid). 5Y return: 13.56% (lower mid). 5Y return: 12.70% (bottom quartile). 5Y return: 12.17% (bottom quartile). Point 6 3Y return: 13.52% (lower mid). 3Y return: 17.28% (upper mid). 3Y return: 10.37% (bottom quartile). 3Y return: 17.64% (top quartile). 3Y return: 10.72% (bottom quartile). Point 7 1Y return: -6.15% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: -7.95% (bottom quartile). 1Y return: 10.34% (upper mid). 1Y return: -5.65% (lower mid). Point 8 Alpha: -0.68 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -3.54 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.92 (top quartile). Point 9 Sharpe: -0.35 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: 0.81 (upper mid). Sharpe: -0.17 (lower mid). Point 10 Information ratio: 0.94 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.04 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.48 (upper mid). HDFC Equity Fund
BNP Paribas Multi Cap Fund
Nippon India Multi Cap Fund
Aditya Birla Sun Life Manufacturing Equity Fund
JM 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 (%) SBI PSU Fund Growth ₹31.8546
↓ -0.37 ₹6,354 -7.9 -12.7 -3.5 17.4 18.7 11.3 LIC MF Infrastructure Fund Growth ₹50.9404
↓ -0.79 ₹1,153 -6.4 -1.3 1.5 18.7 18.5 -3.7 DSP India T.I.G.E.R Fund Growth ₹332.995
↓ -4.62 ₹6,265 -8.2 -2.3 5.1 16.6 18.2 -2.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹63.46
↓ -1.01 ₹984 -5.4 2.9 8.6 18.1 17.9 7.8 ICICI Prudential Infrastructure Fund Growth ₹184.61
↓ -3.30 ₹8,227 -9.9 -8.3 -7.3 13.7 17.3 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund LIC MF Infrastructure Fund DSP India T.I.G.E.R Fund BOI AXA Manufacturing and Infrastructure Fund ICICI Prudential Infrastructure Fund Point 1 Upper mid AUM (₹6,354 Cr). Bottom quartile AUM (₹1,153 Cr). Lower mid AUM (₹6,265 Cr). Bottom quartile AUM (₹984 Cr). Highest AUM (₹8,227 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Top rated. Not Rated. Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 18.66% (top quartile). 5Y return: 18.48% (upper mid). 5Y return: 18.17% (lower mid). 5Y return: 17.87% (bottom quartile). 5Y return: 17.29% (bottom quartile). Point 6 3Y return: 17.44% (lower mid). 3Y return: 18.71% (top quartile). 3Y return: 16.58% (bottom quartile). 3Y return: 18.14% (upper mid). 3Y return: 13.71% (bottom quartile). Point 7 1Y return: -3.50% (bottom quartile). 1Y return: 1.49% (lower mid). 1Y return: 5.06% (upper mid). 1Y return: 8.65% (top quartile). 1Y return: -7.27% (bottom quartile). Point 8 Alpha: -0.21 (bottom quartile). Alpha: 12.01 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.14 (bottom quartile). Sharpe: 0.27 (lower mid). Sharpe: 0.38 (upper mid). Sharpe: 0.70 (top quartile). Sharpe: -0.15 (bottom quartile). Point 10 Information ratio: -0.42 (bottom quartile). Information ratio: 0.62 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). SBI PSU Fund
LIC MF Infrastructure Fund
DSP India T.I.G.E.R Fund
BOI AXA Manufacturing and Infrastructure Fund
ICICI Prudential Infrastructure 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 (%) Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 Nippon India Hybrid Bond Fund Growth ₹61.8259
↓ -0.09 ₹977 0.1 1.7 4.1 7.6 7.2 9.7 ICICI Prudential MIP 25 Growth ₹77.7812
↓ -0.25 ₹3,270 -1.8 -0.3 0.5 7.5 7.1 7.9 SBI Debt Hybrid Fund Growth ₹75.5356
↓ -0.33 ₹10,107 -1.3 0.4 2.3 7.4 7.5 6.7 DSP Regular Savings Fund Growth ₹60.1147
↓ -0.13 ₹175 -1.4 -0.1 1.1 7.4 6.5 7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Baroda Pioneer Conservative Hybrid Fund Nippon India Hybrid Bond Fund ICICI Prudential MIP 25 SBI Debt Hybrid Fund DSP Regular Savings Fund Point 1 Bottom quartile AUM (₹33 Cr). Lower mid AUM (₹977 Cr). Upper mid AUM (₹3,270 Cr). Highest AUM (₹10,107 Cr). Bottom quartile AUM (₹175 Cr). Point 2 Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Oldest track record among peers (25 yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 7.83% (top quartile). 5Y return: 7.18% (lower mid). 5Y return: 7.05% (bottom quartile). 5Y return: 7.45% (upper mid). 5Y return: 6.52% (bottom quartile). Point 6 3Y return: 9.05% (top quartile). 3Y return: 7.59% (upper mid). 3Y return: 7.51% (lower mid). 3Y return: 7.40% (bottom quartile). 3Y return: 7.37% (bottom quartile). Point 7 1Y return: 3.31% (upper mid). 1Y return: 4.11% (top quartile). 1Y return: 0.51% (bottom quartile). 1Y return: 2.35% (lower mid). 1Y return: 1.12% (bottom quartile). Point 8 1M return: -1.08% (upper mid). 1M return: -0.51% (top quartile). 1M return: -1.31% (bottom quartile). 1M return: -1.32% (bottom quartile). 1M return: -1.17% (lower mid). Point 9 Alpha: 0.25 (upper mid). Alpha: 1.70 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.32 (bottom quartile). Point 10 Sharpe: 0.85 (top quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.76 (bottom quartile). Sharpe: -0.26 (lower mid). Sharpe: -0.58 (bottom quartile). Baroda Pioneer Conservative Hybrid Fund
Nippon India Hybrid Bond Fund
ICICI Prudential MIP 25
SBI 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 (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.05
↓ -0.67 ₹2,196 -2.4 2.5 7.8 13.7 12.3 -0.9 Bandhan Hybrid Equity Fund Growth ₹26.827
↓ -0.25 ₹2,663 -3 -0.1 -0.6 11.9 8.9 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹2,663 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. 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: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.27% (upper mid). 5Y return: 8.88% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.66% (bottom quartile). 3Y return: 11.88% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 7.83% (bottom quartile). 1Y return: -0.56% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (lower mid). 1M return: -4.95% (bottom quartile). 1M return: -3.28% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 6.68 (top quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.01 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt 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 ₹41.5352
↓ -0.63 ₹17,423 0.2 -5.9 11.8 31.5 23.3 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹43.9069
↓ -0.68 ₹7,067 0.1 -6 12.5 31.4 23.1 72 HDFC Gold Fund Growth ₹42.3899
↓ -0.62 ₹12,013 0.2 -5.8 11.6 31.4 23.1 71.3 IDBI Gold Fund Growth ₹36.8198
↓ -0.49 ₹833 0.2 -5.6 11.8 31.3 23.2 79 Nippon India Gold Savings Fund Growth ₹54.302
↓ -0.78 ₹7,353 0.3 -5.8 12 31.3 23 71.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund IDBI Gold Fund Nippon India Gold Savings Fund Point 1 Highest AUM (₹17,423 Cr). Bottom quartile AUM (₹7,067 Cr). Upper mid AUM (₹12,013 Cr). Bottom quartile AUM (₹833 Cr). Lower mid AUM (₹7,353 Cr). Point 2 Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Not Rated. Rating: 2★ (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: 23.29% (top quartile). 5Y return: 23.08% (bottom quartile). 5Y return: 23.09% (lower mid). 5Y return: 23.19% (upper mid). 5Y return: 23.02% (bottom quartile). Point 6 3Y return: 31.49% (top quartile). 3Y return: 31.43% (upper mid). 3Y return: 31.42% (lower mid). 3Y return: 31.35% (bottom quartile). 3Y return: 31.34% (bottom quartile). Point 7 1Y return: 11.76% (bottom quartile). 1Y return: 12.51% (top quartile). 1Y return: 11.55% (bottom quartile). 1Y return: 11.77% (lower mid). 1Y return: 11.98% (upper mid). Point 8 1M return: -6.05% (bottom quartile). 1M return: -5.95% (lower mid). 1M return: -5.98% (bottom quartile). 1M return: -5.57% (top quartile). 1M return: -5.94% (upper mid). 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: 0.79 (top quartile). Sharpe: 0.75 (bottom quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.75 (lower mid). Sharpe: 0.74 (bottom quartile). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
IDBI Gold Fund
Nippon India Gold Savings 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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