+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 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 ₹3,130.78
↑ 0.30 ₹1,843 0.4 1.5 2.9 6.4 6.6 6.42% 1M 2D 1M 2D Axis Liquid Fund Growth ₹3,026.21
↑ 0.30 ₹39,028 0.4 1.5 2.9 6.3 6.6 6.5% 27D 30D Indiabulls Liquid Fund Growth ₹2,627.95
↑ 0.20 ₹169 0.4 1.4 2.9 6.3 6.6 6.62% 1M 1M Edelweiss Liquid Fund Growth ₹3,475.53
↑ 0.27 ₹10,125 0.4 1.4 2.9 6.3 6.5 6.42% 1M 1D 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 BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund Edelweiss Liquid Fund Point 1 Bottom quartile AUM (₹503 Cr). Lower mid AUM (₹1,843 Cr). Highest AUM (₹39,028 Cr). Bottom quartile AUM (₹169 Cr). Upper mid AUM (₹10,125 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (18 yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Top rated. Rating: 2★ (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: 6.35% (upper mid). 1Y return: 6.32% (lower mid). 1Y return: 6.32% (bottom quartile). 1Y return: 6.32% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.44% (bottom quartile). 1M return: 0.44% (lower mid). 1M return: 0.45% (upper mid). 1M return: 0.44% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 3.73 (top quartile). Sharpe: 3.16 (lower mid). Sharpe: 2.72 (bottom quartile). Sharpe: 3.25 (upper mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 1.44 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.70 (bottom quartile). Information ratio: 0.00 (lower mid). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 6.42% (bottom quartile). Yield to maturity (debt): 6.50% (lower mid). Yield to maturity (debt): 6.62% (upper mid). Yield to maturity (debt): 6.42% (bottom quartile). Point 10 Modified duration: 0.10 yrs (bottom quartile). Modified duration: 0.09 yrs (bottom quartile). Modified duration: 0.07 yrs (top quartile). Modified duration: 0.08 yrs (upper mid). Modified duration: 0.09 yrs (lower mid). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
Edelweiss Liquid 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 (%) 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 ₹571.959
↓ -0.14 ₹22,857 1.4 2.9 7.1 7.4 7.4 6.81% 5M 19D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.8583
↓ 0.00 ₹17,808 1.3 2.9 6.9 7.1 7.1 7.31% 5M 5D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,221.93
↓ -0.29 ₹14,032 1.3 2.9 6.7 7.1 7 6.99% 4M 20D 6M 7D Kotak Savings Fund Growth ₹44.629
↓ 0.00 ₹16,788 1.4 2.9 6.7 6.9 6.8 7.12% 5M 16D 6M 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 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 Kotak Savings Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹22,857 Cr). Upper mid AUM (₹17,808 Cr). Bottom quartile AUM (₹14,032 Cr). Lower mid AUM (₹16,788 Cr). Point 2 Established history (18+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (21+ 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: Moderately Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 7.13% (upper mid). 1Y return: 6.85% (lower mid). 1Y return: 6.70% (bottom quartile). 1Y return: 6.68% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.49% (lower mid). 1M return: 0.46% (bottom quartile). 1M return: 0.44% (bottom quartile). 1M return: 0.50% (upper mid). Point 7 Sharpe: 2.57 (top quartile). Sharpe: 2.17 (upper mid). Sharpe: 2.06 (bottom quartile). Sharpe: 2.11 (lower mid). Sharpe: 1.52 (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): 6.81% (bottom quartile). Yield to maturity (debt): 7.31% (top quartile). Yield to maturity (debt): 6.99% (lower mid). Yield to maturity (debt): 7.12% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.46 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
Kotak Savings 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% HDFC Short Term Debt Fund Growth ₹33.2782
↓ -0.03 ₹17,289 1.1 2.7 7.4 7.7 7.8 7.39% 2Y 4M 2D 3Y 5M 1D ICICI Prudential Short Term Fund Growth ₹62.6113
↓ -0.05 ₹22,707 1.1 2.8 7.5 7.7 8 7.51% 2Y 9M 4D 4Y 7M 20D Nippon India Short Term Fund Growth ₹54.8453
↓ -0.05 ₹8,684 1.1 2.8 7.5 7.6 7.9 7.17% 2Y 8M 1D 3Y 2M 26D Axis Short Term Fund Growth ₹32.1304
↓ -0.03 ₹11,709 1.1 2.6 7.6 7.6 8.1 7.39% 2Y 3M 4D 2Y 9M 11D 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 HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Nippon India Short Term Fund Axis Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹17,289 Cr). Highest AUM (₹22,707 Cr). Bottom quartile AUM (₹8,684 Cr). Lower mid AUM (₹11,709 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (23+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 7.43% (bottom quartile). 1Y return: 7.49% (lower mid). 1Y return: 7.47% (bottom quartile). 1Y return: 7.55% (upper mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.57% (upper mid). 1M return: 0.54% (bottom quartile). 1M return: 0.56% (lower mid). 1M return: 0.52% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.79 (lower mid). Sharpe: 1.17 (top quartile). Sharpe: 0.76 (bottom quartile). Sharpe: 0.94 (upper 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): 7.39% (upper mid). Yield to maturity (debt): 7.51% (top quartile). Yield to maturity (debt): 7.17% (bottom quartile). Yield to maturity (debt): 7.39% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.34 yrs (lower mid). Modified duration: 2.76 yrs (bottom quartile). Modified duration: 2.67 yrs (bottom quartile). Modified duration: 2.26 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Nippon India Short Term Fund
Axis 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 Axis Gilt Fund Growth ₹26.0469
↓ -0.05 ₹637 1.9 2.5 5.3 7.6 5.2 6.75% 6Y 11M 16D 15Y 1M 17D ICICI Prudential Gilt Fund Growth ₹105.424
↓ -0.18 ₹9,240 1.4 2.5 6.1 7.6 6.8 7.38% 8Y 3M 7D 20Y 3M 11D SBI Magnum Gilt Fund Growth ₹67.136
↓ -0.12 ₹10,552 1.7 2.2 4.8 7.3 4.5 6.45% 5Y 5M 16D 10Y 11M 5D UTI Gilt Fund Growth ₹64.2692
↓ -0.08 ₹521 1.6 3 5.3 7.1 5.1 6.72% 5Y 8M 12D 8Y 3M 25D Bandhan Government Securities Fund - Investment Plan Growth ₹35.7971
↑ 0.02 ₹1,999 1.3 2.4 4 7.1 3.7 5.76% 1Y 6M 1Y 9M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Gilt Fund ICICI Prudential Gilt Fund SBI Magnum Gilt Fund UTI Gilt Fund Bandhan Government Securities Fund - Investment Plan Point 1 Bottom quartile AUM (₹637 Cr). Upper mid AUM (₹9,240 Cr). Highest AUM (₹10,552 Cr). Bottom quartile AUM (₹521 Cr). Lower mid AUM (₹1,999 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (25+ yrs). Established history (24+ yrs). Established history (17+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower 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: 5.28% (lower mid). 1Y return: 6.14% (top quartile). 1Y return: 4.81% (bottom quartile). 1Y return: 5.33% (upper mid). 1Y return: 4.03% (bottom quartile). Point 6 1M return: 1.31% (top quartile). 1M return: 1.09% (lower mid). 1M return: 1.18% (upper mid). 1M return: 0.95% (bottom quartile). 1M return: 0.70% (bottom quartile). Point 7 Sharpe: -0.28 (upper mid). Sharpe: 0.16 (top quartile). Sharpe: -0.38 (bottom quartile). Sharpe: -0.28 (lower 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): 6.75% (upper mid). Yield to maturity (debt): 7.38% (top quartile). Yield to maturity (debt): 6.45% (bottom quartile). Yield to maturity (debt): 6.72% (lower mid). Yield to maturity (debt): 5.76% (bottom quartile). Point 10 Modified duration: 6.96 yrs (bottom quartile). Modified duration: 8.27 yrs (bottom quartile). Modified duration: 5.46 yrs (upper mid). Modified duration: 5.70 yrs (lower mid). Modified duration: 1.50 yrs (top quartile). Axis Gilt Fund
ICICI Prudential Gilt Fund
SBI Magnum Gilt Fund
UTI Gilt Fund
Bandhan Government Securities Fund - Investment Plan
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 ₹23.5044
↓ 0.00 ₹625 0.9 3 7.8 8.5 8.5 7.38% 4Y 8M 19D 6Y 4M 20D Nippon India Dynamic Bond Fund Growth ₹38.7029
↑ 0.01 ₹4,078 1.5 3.5 7.4 8 7.1 6.96% 3Y 9M 4Y 6M 11D Axis Dynamic Bond Fund Growth ₹30.5459
↓ -0.04 ₹1,143 1.5 3 7.1 7.6 7.1 6.73% 4Y 25D 6Y 6M 18D ICICI Prudential Long Term Plan Growth ₹38.1405
↓ -0.05 ₹14,826 1.4 2.7 6.7 7.6 7.2 7.82% 5Y 8M 26D 13Y 6M 14D 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 Nippon India Dynamic Bond Fund Axis Dynamic Bond Fund ICICI Prudential Long Term Plan Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹625 Cr). Upper mid AUM (₹4,078 Cr). Lower mid AUM (₹1,143 Cr). Highest AUM (₹14,826 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (21+ yrs). Established history (14+ yrs). Established history (16+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Not Rated. Rating: 3★ (upper mid). Top rated. 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: 7.81% (upper mid). 1Y return: 7.38% (lower mid). 1Y return: 7.11% (bottom quartile). 1Y return: 6.65% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -0.01% (bottom quartile). 1M return: 1.13% (upper mid). 1M return: 0.90% (lower mid). 1M return: 0.86% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.69 (upper mid). Sharpe: 0.16 (bottom quartile). Sharpe: 0.15 (bottom quartile). Sharpe: 0.37 (lower mid). 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): 7.38% (upper mid). Yield to maturity (debt): 6.96% (lower mid). Yield to maturity (debt): 6.73% (bottom quartile). Yield to maturity (debt): 7.82% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.72 yrs (bottom quartile). Modified duration: 3.75 yrs (upper mid). Modified duration: 4.07 yrs (lower mid). Modified duration: 5.74 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Nippon India Dynamic Bond Fund
Axis Dynamic Bond Fund
ICICI Prudential Long Term Plan
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 ₹86.7645
↓ -0.72 ₹50,107 -6.4 -4.6 9.9 17.2 15.7 9.2 ICICI Prudential Bluechip Fund Growth ₹105.62
↓ -1.05 ₹76,646 -7 -3.7 8.8 16.5 13.9 11.3 HDFC Top 100 Fund Growth ₹1,084.05
↓ -11.54 ₹39,621 -6.2 -3.7 6.6 13.9 12.7 7.9 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹64.81
↓ -0.67 ₹1,666 -7.2 -6.5 8.8 15.7 12.3 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund IDBI India Top 100 Equity Fund Invesco India Largecap Fund Point 1 Upper mid AUM (₹50,107 Cr). Highest AUM (₹76,646 Cr). Lower mid AUM (₹39,621 Cr). Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,666 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.67% (top quartile). 5Y return: 13.88% (upper mid). 5Y return: 12.74% (lower mid). 5Y return: 12.61% (bottom quartile). 5Y return: 12.28% (bottom quartile). Point 6 3Y return: 17.25% (upper mid). 3Y return: 16.47% (lower mid). 3Y return: 13.86% (bottom quartile). 3Y return: 21.88% (top quartile). 3Y return: 15.65% (bottom quartile). Point 7 1Y return: 9.93% (upper mid). 1Y return: 8.77% (bottom quartile). 1Y return: 6.63% (bottom quartile). 1Y return: 15.39% (top quartile). 1Y return: 8.79% (lower mid). Point 8 Alpha: 0.30 (lower mid). Alpha: 0.35 (upper mid). Alpha: -1.99 (bottom quartile). Alpha: 2.11 (top quartile). Alpha: -1.06 (bottom quartile). Point 9 Sharpe: 0.30 (upper mid). Sharpe: 0.30 (lower mid). Sharpe: 0.09 (bottom quartile). Sharpe: 1.09 (top quartile). Sharpe: 0.20 (bottom quartile). Point 10 Information ratio: 1.22 (top quartile). Information ratio: 1.01 (upper mid). Information ratio: 0.24 (bottom quartile). Information ratio: 0.14 (bottom quartile). Information ratio: 0.72 (lower mid). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
IDBI India Top 100 Equity 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 (%) 2024 (%) Nippon India Small Cap Fund Growth ₹156.136
↓ -0.33 ₹65,812 -4.7 -7.8 9.1 19 21.1 -4.7 HDFC Mid-Cap Opportunities Fund Growth ₹191.224
↓ -1.09 ₹92,187 -4.2 -1.6 16.5 23.7 20.7 6.8 Motilal Oswal Midcap 30 Fund Growth ₹84.2894
↓ -0.41 ₹34,432 -14.6 -19.3 -5.2 18.8 20 -12.1 Edelweiss Mid Cap Fund Growth ₹98.16
↓ -0.24 ₹13,802 -4.2 -2.8 16.6 24 19.6 3.8 Invesco India Mid Cap Fund Growth ₹166.69
↓ -1.77 ₹10,058 -7.9 -7.2 17.1 24.8 19 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Small Cap Fund HDFC Mid-Cap Opportunities Fund Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Point 1 Upper mid AUM (₹65,812 Cr). Highest AUM (₹92,187 Cr). Lower mid AUM (₹34,432 Cr). Bottom quartile AUM (₹13,802 Cr). Bottom quartile AUM (₹10,058 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (18 yrs). Established history (12+ yrs). Established history (18+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (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: 21.06% (top quartile). 5Y return: 20.74% (upper mid). 5Y return: 19.96% (lower mid). 5Y return: 19.59% (bottom quartile). 5Y return: 19.02% (bottom quartile). Point 6 3Y return: 19.02% (bottom quartile). 3Y return: 23.74% (lower mid). 3Y return: 18.81% (bottom quartile). 3Y return: 24.03% (upper mid). 3Y return: 24.82% (top quartile). Point 7 1Y return: 9.05% (bottom quartile). 1Y return: 16.55% (lower mid). 1Y return: -5.20% (bottom quartile). 1Y return: 16.58% (upper mid). 1Y return: 17.11% (top quartile). Point 8 Alpha: -0.64 (bottom quartile). Alpha: 3.73 (top quartile). Alpha: -12.33 (bottom quartile). Alpha: 1.70 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.19 (bottom quartile). Sharpe: 0.49 (top quartile). Sharpe: -0.54 (bottom quartile). Sharpe: 0.33 (lower mid). Sharpe: 0.35 (upper mid). Point 10 Information ratio: 0.02 (lower mid). Information ratio: 0.47 (upper mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.49 (top quartile). Information ratio: 0.00 (bottom quartile). Nippon India Small Cap Fund
HDFC Mid-Cap Opportunities Fund
Motilal Oswal Midcap 30 Fund
Edelweiss 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 (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹283.472
↓ -1.17 ₹48,809 -5 -6 10.9 20 19.4 4.1 HDFC Equity Fund Growth ₹1,923.34
↓ -21.55 ₹97,452 -5.7 -3.3 10.6 19.9 18.4 11.4 Mahindra Badhat Yojana Growth ₹34.109
↓ -0.24 ₹6,046 -3.1 -2.4 14.5 19.2 16.8 3.4 Parag Parikh Long Term Equity Fund Growth ₹81.992
↓ -0.64 ₹133,970 -5.4 -4.2 7.1 18.7 16.7 7.8 JM Multicap Fund Growth ₹89.1947
↓ -0.50 ₹5,152 -6.8 -9 2.6 17.9 15.6 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana Parag Parikh Long Term Equity Fund JM Multicap Fund Point 1 Lower mid AUM (₹48,809 Cr). Upper mid AUM (₹97,452 Cr). Bottom quartile AUM (₹6,046 Cr). Highest AUM (₹133,970 Cr). Bottom quartile AUM (₹5,152 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (12+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Top 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: 19.37% (top quartile). 5Y return: 18.38% (upper mid). 5Y return: 16.76% (lower mid). 5Y return: 16.75% (bottom quartile). 5Y return: 15.60% (bottom quartile). Point 6 3Y return: 20.02% (top quartile). 3Y return: 19.94% (upper mid). 3Y return: 19.20% (lower mid). 3Y return: 18.69% (bottom quartile). 3Y return: 17.91% (bottom quartile). Point 7 1Y return: 10.88% (upper mid). 1Y return: 10.64% (lower mid). 1Y return: 14.46% (top quartile). 1Y return: 7.07% (bottom quartile). 1Y return: 2.61% (bottom quartile). Point 8 Alpha: -0.46 (lower mid). Alpha: 4.79 (top quartile). Alpha: 2.62 (upper mid). Alpha: -0.94 (bottom quartile). Alpha: -10.70 (bottom quartile). Point 9 Sharpe: 0.09 (lower mid). Sharpe: 0.67 (top quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: -0.56 (bottom quartile). Point 10 Information ratio: 0.49 (bottom quartile). Information ratio: 1.25 (top quartile). Information ratio: 0.45 (bottom quartile). Information ratio: 0.64 (upper mid). Information ratio: 0.52 (lower mid). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
Parag Parikh Long Term 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 (%) 2024 (%) SBI PSU Fund Growth ₹35.4386
↑ 0.30 ₹5,980 7.5 11.5 26.5 31.5 26.2 11.3 ICICI Prudential Infrastructure Fund Growth ₹186.41
↓ -1.16 ₹8,077 -2.9 -2.9 11.4 22.4 24.4 6.7 Invesco India PSU Equity Fund Growth ₹66.56
↑ 0.69 ₹1,492 3.5 6.1 24.9 29.4 24.2 10.3 DSP India T.I.G.E.R Fund Growth ₹314.971
↓ -1.17 ₹5,184 2.5 0.8 17.9 24.6 23 -2.5 Canara Robeco Infrastructure Growth ₹161.25
↑ 0.89 ₹879 3 -0.4 17.6 24.9 22.3 0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund DSP India T.I.G.E.R Fund Canara Robeco Infrastructure Point 1 Upper mid AUM (₹5,980 Cr). Highest AUM (₹8,077 Cr). Bottom quartile AUM (₹1,492 Cr). Lower mid AUM (₹5,184 Cr). Bottom quartile AUM (₹879 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 26.20% (top quartile). 5Y return: 24.35% (upper mid). 5Y return: 24.23% (lower mid). 5Y return: 23.04% (bottom quartile). 5Y return: 22.26% (bottom quartile). Point 6 3Y return: 31.47% (top quartile). 3Y return: 22.42% (bottom quartile). 3Y return: 29.44% (upper mid). 3Y return: 24.64% (bottom quartile). 3Y return: 24.88% (lower mid). Point 7 1Y return: 26.46% (top quartile). 1Y return: 11.44% (bottom quartile). 1Y return: 24.90% (upper mid). 1Y return: 17.94% (lower mid). 1Y return: 17.60% (bottom quartile). Point 8 Alpha: 0.05 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.70 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.63 (top quartile). Sharpe: 0.15 (lower mid). Sharpe: 0.53 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: 0.13 (bottom quartile). Point 10 Information ratio: -0.63 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.50 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). SBI PSU Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
DSP India T.I.G.E.R Fund
Canara Robeco Infrastructure
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 ₹76.8137
↓ -0.16 ₹3,334 -0.8 0.4 7.4 9.9 8.5 7.9 SBI Debt Hybrid Fund Growth ₹73.7861
↓ -0.13 ₹9,761 -0.2 1.1 7.6 9.8 9 6.7 DSP Regular Savings Fund Growth ₹59.3998
↓ -0.13 ₹183 -0.4 1 5.9 9.7 7.7 7.2 Kotak Debt Hybrid Fund Growth ₹58.5566
↓ -0.21 ₹3,044 -0.4 0.9 5.7 9.6 8.8 5.3 HDFC Hybrid Debt Fund Growth ₹82.7969
↓ -0.20 ₹3,332 -0.2 1.4 5.9 9.6 8.9 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MIP 25 SBI Debt Hybrid Fund DSP Regular Savings Fund Kotak Debt Hybrid Fund HDFC Hybrid Debt Fund Point 1 Upper mid AUM (₹3,334 Cr). Highest AUM (₹9,761 Cr). Bottom quartile AUM (₹183 Cr). Bottom quartile AUM (₹3,044 Cr). Lower mid AUM (₹3,332 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 8.47% (bottom quartile). 5Y return: 8.98% (top quartile). 5Y return: 7.71% (bottom quartile). 5Y return: 8.76% (lower mid). 5Y return: 8.94% (upper mid). Point 6 3Y return: 9.90% (top quartile). 3Y return: 9.77% (upper mid). 3Y return: 9.69% (lower mid). 3Y return: 9.59% (bottom quartile). 3Y return: 9.57% (bottom quartile). Point 7 1Y return: 7.43% (upper mid). 1Y return: 7.62% (top quartile). 1Y return: 5.87% (bottom quartile). 1Y return: 5.75% (bottom quartile). 1Y return: 5.91% (lower mid). Point 8 1M return: -1.52% (bottom quartile). 1M return: -1.00% (lower mid). 1M return: -0.78% (top quartile). 1M return: -1.22% (bottom quartile). 1M return: -0.80% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.55 (top quartile). Alpha: -1.88 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.50 (top quartile). Sharpe: 0.16 (lower mid). Sharpe: 0.29 (upper mid). Sharpe: -0.21 (bottom quartile). Sharpe: -0.15 (bottom quartile). ICICI Prudential MIP 25
SBI Debt Hybrid Fund
DSP Regular Savings Fund
Kotak Debt Hybrid Fund
HDFC Hybrid Debt 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 (%) ICICI Prudential Equity and Debt Fund Growth ₹391.53
↓ -2.06 ₹49,257 -3.6 -1.1 11.3 17.8 17.6 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.17
↓ -0.09 ₹1,329 -0.3 -1.8 12.7 17.7 16.7 -0.9 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 ₹396.301
↓ -2.12 ₹6,654 -4 -1 8.2 15.5 13.6 6.4 JM Equity Hybrid Fund Growth ₹110.298
↓ -0.96 ₹753 -6.2 -8.5 1.6 15.3 13.4 -3.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund UTI Hybrid Equity Fund JM Equity Hybrid Fund Point 1 Highest AUM (₹49,257 Cr). Bottom quartile AUM (₹1,329 Cr). Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹6,654 Cr). Bottom quartile AUM (₹753 Cr). Point 2 Established history (26+ yrs). Established history (9+ yrs). Established history (25+ yrs). Oldest track record among peers (31 yrs). Established history (30+ yrs). Point 3 Top rated. Not Rated. Rating: 2★ (lower mid). Rating: 3★ (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: 17.62% (top quartile). 5Y return: 16.67% (upper mid). 5Y return: 14.20% (lower mid). 5Y return: 13.61% (bottom quartile). 5Y return: 13.44% (bottom quartile). Point 6 3Y return: 17.78% (top quartile). 3Y return: 17.72% (upper mid). 3Y return: 16.03% (lower mid). 3Y return: 15.47% (bottom quartile). 3Y return: 15.34% (bottom quartile). Point 7 1Y return: 11.34% (lower mid). 1Y return: 12.74% (upper mid). 1Y return: 27.10% (top quartile). 1Y return: 8.24% (bottom quartile). 1Y return: 1.63% (bottom quartile). Point 8 1M return: -4.87% (lower mid). 1M return: -3.15% (upper mid). 1M return: 1.80% (top quartile). 1M return: -5.08% (bottom quartile). 1M return: -6.91% (bottom quartile). Point 9 Alpha: 3.54 (upper mid). Alpha: 0.00 (lower mid). Alpha: 5.81 (top quartile). Alpha: -0.75 (bottom quartile). Alpha: -6.31 (bottom quartile). Point 10 Sharpe: 0.62 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: 0.15 (lower mid). Sharpe: -0.36 (bottom quartile). ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
UTI Hybrid Equity Fund
JM Equity Hybrid 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 (%) ICICI Prudential Regular Gold Savings Fund Growth ₹49.3279
↓ -0.14 ₹6,338 23.8 46.3 83.8 40.7 27.4 72 SBI Gold Fund Growth ₹46.7204
↓ -0.09 ₹15,024 24.1 46.5 84 40.5 27.6 71.5 Aditya Birla Sun Life Gold Fund Growth ₹46.2825
↓ -0.08 ₹1,781 23.8 46.1 83.3 40.4 27.3 72 Nippon India Gold Savings Fund Growth ₹60.9773
↓ -0.13 ₹7,160 23.7 46.1 83.4 40.4 27.3 71.2 HDFC Gold Fund Growth ₹47.6444
↓ -0.11 ₹11,458 23.9 46.3 83.6 40.3 27.4 71.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Regular Gold Savings Fund SBI Gold Fund Aditya Birla Sun Life Gold Fund Nippon India Gold Savings Fund HDFC Gold Fund Point 1 Bottom quartile AUM (₹6,338 Cr). Highest AUM (₹15,024 Cr). Bottom quartile AUM (₹1,781 Cr). Lower mid AUM (₹7,160 Cr). Upper mid AUM (₹11,458 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Oldest track record among peers (15 yrs). Established history (14+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Top rated. Rating: 2★ (lower 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: 27.40% (upper mid). 5Y return: 27.56% (top quartile). 5Y return: 27.29% (bottom quartile). 5Y return: 27.30% (bottom quartile). 5Y return: 27.37% (lower mid). Point 6 3Y return: 40.67% (top quartile). 3Y return: 40.52% (upper mid). 3Y return: 40.43% (lower mid). 3Y return: 40.40% (bottom quartile). 3Y return: 40.30% (bottom quartile). Point 7 1Y return: 83.80% (upper mid). 1Y return: 84.02% (top quartile). 1Y return: 83.34% (bottom quartile). 1Y return: 83.38% (bottom quartile). 1Y return: 83.61% (lower mid). Point 8 1M return: 2.91% (bottom quartile). 1M return: 3.13% (upper mid). 1M return: 2.84% (bottom quartile). 1M return: 3.09% (lower mid). 1M return: 3.15% (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: 3.10 (lower mid). Sharpe: 3.25 (upper mid). Sharpe: 3.08 (bottom quartile). Sharpe: 3.01 (bottom quartile). Sharpe: 3.29 (top quartile). ICICI Prudential Regular Gold Savings Fund
SBI Gold Fund
Aditya Birla Sun Life Gold 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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