+91-22-48913909ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡ
ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਇੱਕ ਸਹੀ ਫੰਡ ਚੁਣਨਾ ਆਸਾਨ ਨਹੀਂ ਹੈ! ਕਈਨਿਵੇਸ਼ਕ ਵਧੀਆ ਰਿਟਰਨ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੰਡਾਂ ਦੀ ਭਾਲ ਕਰਦਾ ਹੈ। ਹਾਲਾਂਕਿ, ਰਿਟਰਨ ਸਿਰਫ ਮਾਪਦੰਡ ਨਹੀਂ ਹਨ ਜੋ ਇੱਕ ਨਿਵੇਸ਼ਕ ਨੂੰ ਇੱਕ ਫੰਡ ਵਿੱਚ ਦੇਖਣਾ ਚਾਹੀਦਾ ਹੈ। ਕਈ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ AUM, ਫੰਡ ਦੀ ਉਮਰ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਫੰਡ ਮੈਨੇਜਰ, ਐਗਜ਼ਿਟ ਲੋਡ, ਆਦਿ, ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਸਥਿਰਤਾ ਅਤੇ ਪ੍ਰਦਰਸ਼ਨ ਦਾ ਫੈਸਲਾ ਕਰਦੇ ਹਨ। ਨਿਵੇਸ਼ਕ ਜੋ ਸਭ ਤੋਂ ਵੱਧ ਵਾਪਸੀ ਵਾਲੇ ਫੰਡਾਂ ਨੂੰ ਦੇਖ ਰਹੇ ਹਨ, ਉਹ ਪਿਛਲੇ ਕੁਝ ਸਾਲਾਂ ਤੋਂ ਮਿਉਚੁਅਲ ਫੰਡ ਪ੍ਰਦਰਸ਼ਨਾਂ ਦਾ ਵਿਸ਼ਲੇਸ਼ਣ ਕਰ ਸਕਦੇ ਹਨ, ਅਤੇ ਉਸ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਜਿਸ ਨੇ ਸਭ ਤੋਂ ਸਥਿਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕੀਤਾ ਹੈ। ਪਹਿਲਾਂ, ਆਓ ਇਸਦੇ ਮੂਲ ਨੂੰ ਸਮਝੀਏਮਿਉਚੁਅਲ ਫੰਡ.
ਮਿਉਚੁਅਲ ਫੰਡ ਕੀ ਹਨ?
ਮਿਉਚੁਅਲ ਫੰਡ ਸਭ ਤੋਂ ਪ੍ਰਸਿੱਧ ਤਰੀਕਿਆਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈਨਿਵੇਸ਼ ਪੈਸਾ ਇਹ ਨਿਵੇਸ਼ਕਾਂ ਤੋਂ ਪੈਸਾ ਇਕੱਠਾ ਕਰਦਾ ਹੈ ਅਤੇ ਇਸਨੂੰ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ,ਪੈਸੇ ਦੀ ਮਾਰਕੀਟ ਯੰਤਰ,ਬਾਂਡ ਅਤੇ ਹੋਰ ਕਿਸਮ ਦੀਆਂ ਪ੍ਰਤੀਭੂਤੀਆਂ। ਉਦਾਹਰਨ ਲਈ, ਇੱਕ ਇਕੁਇਟੀ ਫੰਡ ਕੰਪਨੀ ਦੇ ਸਟਾਕਾਂ/ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ, ਅਤੇ ਏਕਰਜ਼ਾ ਫੰਡ ਡਿਬੈਂਚਰ, ਬਾਂਡ, ਆਦਿ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ। ਹਰੇਕ ਮਿਉਚੁਅਲ ਫੰਡ ਕਿਸਮ ਇੱਕ ਨਿਵੇਸ਼ ਉਦੇਸ਼ ਨਾਲ ਆਉਂਦੀਆਂ ਹਨ। ਭਾਰਤ ਵਿੱਚ 42 ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀਆਂ ਹਨ (ਜਿਸਨੂੰਸੰਪੱਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀਆਂ ਜਾਂ AMCs) ਜੋ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਪ੍ਰਦਾਨ ਕਰਦੇ ਹਨ। ਇਹ ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀਆਂ ਦੁਆਰਾ ਨਿਯੰਤ੍ਰਿਤ ਕੀਤੀਆਂ ਜਾਂਦੀਆਂ ਹਨਸੇਬੀ. ਭਾਰਤੀ ਪ੍ਰਤੀਭੂਤੀਆਂ ਅਤੇ ਐਕਸਚੇਂਜ ਬੋਰਡ (ਸੇਬੀ) ਭਾਰਤ ਵਿੱਚ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਲਈ ਰੈਗੂਲੇਟਰੀ ਸੰਸਥਾ ਹੈ।
ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਦੇ ਨਾਲ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ ਮਿਉਚੁਅਲ ਫੰਡ
ਵੱਖ-ਵੱਖਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀਆਂ ਕਿਸਮਾਂ ਹਨਇਕੁਇਟੀ ਫੰਡ, ਕਰਜ਼ਾ ਫੰਡ ਅਤੇ ਹਾਈਬ੍ਰਿਡ ਫੰਡ। ਹਰੇਕ ਫੰਡ ਦੇ ਕੁਝ ਨਿਵੇਸ਼ ਉਦੇਸ਼ ਹੁੰਦੇ ਹਨ ਅਤੇ ਨਿਵੇਸ਼ਕਾਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਨਾ ਹੁੰਦਾ ਹੈ। ਇਸ ਲਈ, ਆਓ ਇਹਨਾਂ ਸਕੀਮਾਂ ਦੇ ਨਾਲ ਉਹਨਾਂ ਦੇ ਫੰਡਾਂ 'ਤੇ ਇੱਕ ਨਜ਼ਰ ਮਾਰੀਏ ਜੋ ਉੱਚ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰ ਰਹੀਆਂ ਹਨ।
ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਵਧੀਆ ਕਰਜ਼ਾ ਮਿਉਚੁਅਲ ਫੰਡ
ਕਰਜ਼ਾ ਮਿਉਚੁਅਲ ਫੰਡ ਮੁੱਖ ਤੌਰ 'ਤੇ ਇੱਕ ਨਿਸ਼ਚਿਤ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈਆਮਦਨ ਸਰਕਾਰੀ ਪ੍ਰਤੀਭੂਤੀਆਂ, ਖਜ਼ਾਨਾ ਬਿੱਲ, ਕਾਰਪੋਰੇਟ ਬਾਂਡ, ਆਦਿ ਵਰਗੇ ਸਾਧਨ। ਇਹ ਫੰਡ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਉਨ੍ਹਾਂ ਲੋਕਾਂ ਦੁਆਰਾ ਪਸੰਦ ਕੀਤੇ ਜਾਂਦੇ ਹਨ ਜੋ ਰਵਾਇਤੀ ਨਾਲੋਂ ਸਥਿਰ ਆਮਦਨ ਅਤੇ ਉੱਚ ਰਿਟਰਨ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਹੇ ਹਨ।ਬੈਂਕ ਖਾਤੇ। ਕਰਜ਼ਾ ਫੰਡ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ ਇਸਦੇ ਅਨੁਕੂਲ ਰਿਟਰਨ ਲਈ ਜਾਣੇ ਜਾਂਦੇ ਹਨ। ਘੱਟ ਭੁੱਖ ਵਾਲੇ ਨਿਵੇਸ਼ਕ ਜੋ ਚਾਹੁੰਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਕਰਜ਼ੇ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਨੂੰ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈ। ਇਹ ਫੰਡ ਇਕੁਇਟੀ ਨਾਲੋਂ ਤੁਲਨਾਤਮਕ ਤੌਰ 'ਤੇ ਘੱਟ ਅਸਥਿਰ ਹਨ। ਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ਾਂ ਲਈ ਤਰਲ, ਅਲਟਰਾ-ਸ਼ਾਰਟ ਟਰਮ, ਸ਼ਾਰਟ ਟਰਮ ਵਰਗੇ ਰਿਣ ਫੰਡ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨ। ਲੰਬੇ ਸਮੇਂ ਦੇ ਕਰਜ਼ੇ ਫੰਡ ਜੋਖਮ ਭਰੇ ਹੁੰਦੇ ਹਨ ਅਤੇ ਇਹਨਾਂ ਪ੍ਰਤੀਭੂਤੀਆਂ ਦੀ ਪਰਿਪੱਕਤਾ 5-7 ਸਾਲਾਂ ਤੱਕ ਹੋ ਸਕਦੀ ਹੈ, ਕੁਝ ਮਾਮਲਿਆਂ ਵਿੱਚ 10 ਸਾਲ ਜਾਂ ਇਸ ਤੋਂ ਵੱਧ। ਹੇਠਾਂ ਕਰਜ਼ੇ ਫੰਡਾਂ ਦੀਆਂ ਸ਼੍ਰੇਣੀਆਂ ਹਨ, ਉਹਨਾਂ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਦੇ ਨਾਲ।
1 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਤਰਲ ਫੰਡ
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Liquid Fund Growth ₹2,454.04
↑ 0.35 ₹503 0.5 1.7 3.4 6.6 6.66% 1M 7D 1M 10D Axis Liquid Fund Growth ₹3,130.95
↑ 0.47 ₹56,438 0.6 1.7 3.5 6.5 6.6 6.47% 2M 5D 2M 5D BOI AXA Liquid Fund Growth ₹3,238.28
↑ 0.55 ₹1,728 0.6 1.7 3.5 6.5 6.6 6.26% 1M 13D 1M 13D Edelweiss Liquid Fund Growth ₹3,595.51
↑ 0.60 ₹13,796 0.6 1.7 3.5 6.5 6.5 6.33% 2M 2D 2M 2D DSP Liquidity Fund Growth ₹4,013.12
↑ 0.65 ₹22,962 0.5 1.7 3.5 6.5 6.5 6.45% 2M 5D 2M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Liquid Fund Axis Liquid Fund BOI AXA Liquid Fund Edelweiss Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Highest AUM (₹56,438 Cr). Bottom quartile AUM (₹1,728 Cr). Lower mid AUM (₹13,796 Cr). Upper mid AUM (₹22,962 Cr). Point 2 Established history (16+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). 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: 6.51% (upper mid). 1Y return: 6.51% (lower mid). 1Y return: 6.50% (bottom quartile). 1Y return: 6.47% (bottom quartile). Point 6 1M return: 0.53% (bottom quartile). 1M return: 0.55% (lower mid). 1M return: 0.57% (top quartile). 1M return: 0.56% (upper mid). 1M return: 0.55% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 2.57 (upper mid). Sharpe: 2.77 (top quartile). Sharpe: 2.51 (lower mid). Sharpe: 2.50 (bottom quartile). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 2.18 (top quartile). 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): 6.47% (upper mid). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.33% (bottom quartile). Yield to maturity (debt): 6.45% (lower mid). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.18 yrs (bottom quartile). Modified duration: 0.12 yrs (upper mid). Modified duration: 0.17 yrs (lower mid). Modified duration: 0.18 yrs (bottom quartile). IDBI Liquid Fund
Axis Liquid Fund
BOI AXA 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 Aditya Birla Sun Life Savings Fund Growth ₹591.83
↑ 0.03 ₹18,189 1.9 3.5 6.5 7.3 7.4 7.45% 5M 26D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹29.8481
↓ 0.00 ₹15,455 1.8 3.4 6.4 7 7.1 7.17% 5M 8D 6M 18D 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 SBI Magnum Ultra Short Duration Fund Growth ₹6,431.73
↓ -0.10 ₹11,165 1.8 3.4 6.4 7 7 7% 4M 28D 8M 5D 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 IDBI Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹18,189 Cr). Upper mid AUM (₹15,455 Cr). Bottom quartile AUM (₹146 Cr). Lower mid AUM (₹11,165 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Established history (15+ yrs). Established history (16+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.51% (upper mid). 1Y return: 6.42% (lower mid). 1Y return: 6.39% (bottom quartile). 1Y return: 6.36% (bottom quartile). Point 6 1M return: 0.59% (upper mid). 1M return: 0.61% (top quartile). 1M return: 0.57% (bottom quartile). 1M return: 0.52% (bottom quartile). 1M return: 0.58% (lower mid). Point 7 Sharpe: 2.57 (top quartile). Sharpe: 0.81 (upper mid). Sharpe: 0.81 (lower mid). Sharpe: -0.57 (bottom quartile). Sharpe: 0.71 (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): 7.45% (top quartile). Yield to maturity (debt): 7.17% (upper mid). Yield to maturity (debt): 6.83% (bottom quartile). Yield to maturity (debt): 7.00% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.41 yrs (lower mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
IDBI Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
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3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਚੋਟੀ ਦੇ 5 ਛੋਟੀ ਮਿਆਦ ਦੇ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% Bandhan Bond Fund Short Term Plan Growth ₹61.2037
↓ -0.01 ₹9,279 1.8 3.5 6 7.3 7.5 7.06% 2Y 9M 18D 4Y 4D Axis Short Term Fund Growth ₹33.093
↓ -0.01 ₹8,010 1.5 2.9 5.6 7.3 8.1 7.4% 2Y 6M 22D 3Y 6M 14D ICICI Prudential Short Term Fund Growth ₹64.5266
↓ -0.03 ₹19,260 1.7 3 5.9 7.3 8 7.61% 2Y 11M 5D 4Y 10M 13D HDFC Short Term Debt Fund Growth ₹34.2276
↓ -0.01 ₹15,081 1.5 2.8 5.6 7.3 7.8 7.48% 2Y 6M 3Y 6M 18D 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 Bandhan Bond Fund Short Term Plan Axis Short Term Fund ICICI Prudential Short Term Fund HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹13 Cr). Lower mid AUM (₹9,279 Cr). Bottom quartile AUM (₹8,010 Cr). Highest AUM (₹19,260 Cr). Upper mid AUM (₹15,081 Cr). Point 2 Established history (24+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (24+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.04% (upper mid). 1Y return: 5.62% (bottom quartile). 1Y return: 5.92% (lower mid). 1Y return: 5.61% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.15% (upper mid). 1M return: 0.11% (bottom quartile). 1M return: 0.12% (lower mid). 1M return: 0.06% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: -0.09 (bottom quartile). Sharpe: -0.05 (upper mid). Sharpe: 0.06 (top quartile). Sharpe: -0.06 (lower mid). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.06% (bottom quartile). Yield to maturity (debt): 7.40% (lower mid). Yield to maturity (debt): 7.61% (top quartile). Yield to maturity (debt): 7.48% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.80 yrs (bottom quartile). Modified duration: 2.56 yrs (lower mid). Modified duration: 2.93 yrs (bottom quartile). Modified duration: 2.50 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
ICICI Prudential 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 ₹37.4473
↓ -0.01 ₹1,875 2.1 4.7 7.3 7.3 3.7 7.37% 11Y 5M 5D 27Y 5M 26D Axis Gilt Fund Growth ₹26.5979
↓ -0.01 ₹405 1.5 2 4.3 6.9 5.2 7.13% 8Y 10M 10D 21Y 9M 29D ICICI Prudential Gilt Fund Growth ₹107.87
↓ -0.13 ₹8,890 1.9 2.2 4.7 6.7 6.8 7.47% 9Y 5M 12D 21Y 5M 1D UTI Gilt Fund Growth ₹65.6145
↓ -0.01 ₹423 0.8 2 5 6.4 5.1 6.12% 3Y 1M 6D 7Y SBI Magnum Gilt Fund Growth ₹68.2799
↑ 0.02 ₹8,306 1.1 1.6 3.7 6.1 4.5 7.12% 8Y 1M 20D 23Y 5M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund ICICI Prudential Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund Point 1 Lower mid AUM (₹1,875 Cr). Bottom quartile AUM (₹405 Cr). Highest AUM (₹8,890 Cr). Bottom quartile AUM (₹423 Cr). Upper mid AUM (₹8,306 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Established history (25+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.27% (top quartile). 1Y return: 4.35% (bottom quartile). 1Y return: 4.66% (lower mid). 1Y return: 4.99% (upper mid). 1Y return: 3.75% (bottom quartile). Point 6 1M return: -0.74% (lower mid). 1M return: -0.80% (bottom quartile). 1M return: -0.90% (bottom quartile). 1M return: -0.65% (upper mid). 1M return: -0.38% (top quartile). Point 7 Sharpe: 0.09 (top quartile). Sharpe: -0.31 (lower mid). Sharpe: -0.29 (upper mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.64 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.13% (lower mid). Yield to maturity (debt): 7.47% (top quartile). Yield to maturity (debt): 6.12% (bottom quartile). Yield to maturity (debt): 7.12% (bottom quartile). Point 10 Modified duration: 11.43 yrs (bottom quartile). Modified duration: 8.86 yrs (lower mid). Modified duration: 9.45 yrs (bottom quartile). Modified duration: 3.10 yrs (top quartile). Modified duration: 8.14 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
ICICI Prudential Gilt Fund
UTI Gilt Fund
SBI Magnum 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 ₹99 2.4 22.4 31.9 11.7 0% 3M 18D IIFL Dynamic Bond Fund Growth ₹24.2148
↓ -0.01 ₹570 2 3.1 6.1 7.9 8.5 7.36% 4Y 2M 26D 5Y 10M 17D Axis Dynamic Bond Fund Growth ₹31.57
↓ -0.02 ₹996 1.9 3.3 6.3 7.2 7.1 7.11% 5Y 9M 4D 13Y 3M 14D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹49.0867
↓ -0.02 ₹1,441 1.6 2.8 5.3 7.1 7 8.08% 5Y 3M 18D 11Y 11M 8D ICICI Prudential Long Term Plan Growth ₹39.1627
↓ -0.03 ₹13,260 1.8 2.6 5.3 7.1 7.2 7.83% 6Y 5M 5D 14Y 6M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Dynamic Accrual Fund IIFL Dynamic Bond Fund Axis Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund ICICI Prudential Long Term Plan Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹570 Cr). Lower mid AUM (₹996 Cr). Upper mid AUM (₹1,441 Cr). Highest AUM (₹13,260 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower 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: 6.12% (lower mid). 1Y return: 6.25% (upper mid). 1Y return: 5.35% (bottom quartile). 1Y return: 5.31% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -0.28% (bottom quartile). 1M return: -0.23% (lower mid). 1M return: -0.13% (upper mid). 1M return: -0.32% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.06 (upper mid). Sharpe: 0.05 (lower mid). Sharpe: -0.27 (bottom quartile). Sharpe: -0.22 (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): 7.36% (lower mid). Yield to maturity (debt): 7.11% (bottom quartile). Yield to maturity (debt): 8.08% (top quartile). Yield to maturity (debt): 7.83% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.24 yrs (upper mid). Modified duration: 5.76 yrs (bottom quartile). Modified duration: 5.30 yrs (lower mid). Modified duration: 6.43 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Axis Dynamic Bond Fund
Aditya Birla Sun Life 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 (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹87.5826
↓ -0.07 ₹54,225 1.9 -1.3 -4.4 9.6 12.3 9.2 JM Core 11 Fund Growth ₹20.288
↑ 0.06 ₹289 8.5 10.1 1.2 10.4 12 -1.9 HDFC Top 100 Fund Growth ₹1,112.24
↑ 1.66 ₹40,198 4.3 -0.3 -2.2 8.4 10.7 7.9 ICICI Prudential Bluechip Fund Growth ₹105.66
↑ 0.11 ₹80,962 1.7 -2.3 -4.4 10 10.7 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 Nippon India Large Cap Fund JM Core 11 Fund HDFC Top 100 Fund ICICI Prudential Bluechip Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹54,225 Cr). Bottom quartile AUM (₹289 Cr). Lower mid AUM (₹40,198 Cr). Highest AUM (₹80,962 Cr). Point 2 Established history (14+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 12.30% (upper mid). 5Y return: 12.05% (lower mid). 5Y return: 10.69% (bottom quartile). 5Y return: 10.66% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 9.55% (bottom quartile). 3Y return: 10.41% (upper mid). 3Y return: 8.38% (bottom quartile). 3Y return: 9.96% (lower mid). Point 7 1Y return: 15.39% (top quartile). 1Y return: -4.42% (bottom quartile). 1Y return: 1.17% (upper mid). 1Y return: -2.16% (lower mid). 1Y return: -4.41% (bottom quartile). Point 8 Alpha: 2.11 (upper mid). Alpha: -1.21 (bottom quartile). Alpha: 2.22 (top quartile). Alpha: -0.24 (lower mid). Alpha: -2.08 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.05 (upper mid). Sharpe: -0.17 (lower mid). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.58 (upper mid). Information ratio: 0.16 (lower mid). Information ratio: 0.02 (bottom quartile). Information ratio: 0.67 (top quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
JM Core 11 Fund
HDFC Top 100 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 ₹104.407
↓ -0.14 ₹40,036 17.2 20.8 -0.5 17.2 20.7 -12.1 Invesco India Mid Cap Fund Growth ₹199.18
↓ -0.56 ₹14,721 10 16.6 9.6 22 18.7 6.3 HDFC Mid-Cap Opportunities Fund Growth ₹208.884
↓ -0.57 ₹105,143 5.9 7.6 7.1 16.2 18.4 6.8 Nippon India Small Cap Fund Growth ₹185.341
↓ -0.49 ₹78,957 8.8 18 9.2 13.9 18.3 -4.7 DSP Small Cap Fund Growth ₹232.502
↑ 0.08 ₹20,221 12.9 25.4 17.1 16.3 17.9 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund HDFC Mid-Cap Opportunities Fund Nippon India Small Cap Fund DSP Small Cap Fund Point 1 Lower mid AUM (₹40,036 Cr). Bottom quartile AUM (₹14,721 Cr). Highest AUM (₹105,143 Cr). Upper mid AUM (₹78,957 Cr). Bottom quartile AUM (₹20,221 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (15+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. 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: 20.71% (top quartile). 5Y return: 18.70% (upper mid). 5Y return: 18.41% (lower mid). 5Y return: 18.28% (bottom quartile). 5Y return: 17.88% (bottom quartile). Point 6 3Y return: 17.21% (upper mid). 3Y return: 21.97% (top quartile). 3Y return: 16.22% (bottom quartile). 3Y return: 13.90% (bottom quartile). 3Y return: 16.31% (lower mid). Point 7 1Y return: -0.51% (bottom quartile). 1Y return: 9.60% (upper mid). 1Y return: 7.08% (bottom quartile). 1Y return: 9.23% (lower mid). 1Y return: 17.12% (top quartile). Point 8 Alpha: -9.71 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.12 (upper mid). Alpha: 0.80 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.24 (bottom quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.25 (lower mid). Sharpe: 0.12 (bottom quartile). Sharpe: 0.30 (top quartile). Point 10 Information ratio: 0.06 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.06 (upper mid). Information ratio: -0.26 (bottom quartile). Information ratio: 0.00 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Nippon India Small Cap Fund
DSP Small 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 ₹2,041.96
↑ 3.59 ₹110,736 6 3.4 1.6 14.7 16.8 11.4 Nippon India Multi Cap Fund Growth ₹298.258
↓ -0.30 ₹55,587 2.9 3.9 -1.4 11.8 16.1 4.1 Mahindra Badhat Yojana Growth ₹39.9839
↓ -0.05 ₹7,184 11.1 15.6 13.4 15.7 15 3.4 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹40.24
↓ -0.17 ₹1,288 13.1 21.2 23.2 20.3 14.6 3.5 JM Multicap Fund Growth ₹99.7004
↑ 0.28 ₹5,185 7.4 9.9 1.2 12.7 14.4 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Equity Fund Nippon India Multi Cap Fund Mahindra Badhat Yojana Aditya Birla Sun Life Manufacturing Equity Fund JM Multicap Fund Point 1 Highest AUM (₹110,736 Cr). Upper mid AUM (₹55,587 Cr). Lower mid AUM (₹7,184 Cr). Bottom quartile AUM (₹1,288 Cr). Bottom quartile AUM (₹5,185 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (9+ yrs). Established history (11+ yrs). Established history (17+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (lower mid). Not Rated. Not Rated. Top rated. 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: 16.81% (top quartile). 5Y return: 16.11% (upper mid). 5Y return: 14.98% (lower mid). 5Y return: 14.55% (bottom quartile). 5Y return: 14.40% (bottom quartile). Point 6 3Y return: 14.74% (lower mid). 3Y return: 11.76% (bottom quartile). 3Y return: 15.72% (upper mid). 3Y return: 20.32% (top quartile). 3Y return: 12.75% (bottom quartile). Point 7 1Y return: 1.60% (lower mid). 1Y return: -1.43% (bottom quartile). 1Y return: 13.43% (upper mid). 1Y return: 23.17% (top quartile). 1Y return: 1.15% (bottom quartile). Point 8 Alpha: 0.80 (upper mid). Alpha: -3.28 (bottom quartile). Alpha: 3.91 (top quartile). Alpha: 0.00 (lower mid). Alpha: -0.14 (bottom quartile). Point 9 Sharpe: 0.01 (lower mid). Sharpe: -0.16 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: 0.85 (top quartile). Sharpe: -0.07 (bottom quartile). Point 10 Information ratio: 0.88 (top quartile). Information ratio: 0.04 (bottom quartile). Information ratio: 0.62 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.40 (lower mid). HDFC Equity Fund
Nippon India Multi Cap Fund
Mahindra Badhat Yojana
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 ₹34.0593
↑ 0.10 ₹6,678 -0.8 -3.7 9.1 18.8 22.6 11.3 ICICI Prudential Infrastructure Fund Growth ₹202.43
↓ -0.59 ₹8,523 4 8.1 5.1 16.9 21.4 6.7 DSP India T.I.G.E.R Fund Growth ₹361.544
↑ 0.68 ₹6,325 4 13.8 15.2 18.7 20.6 -2.5 LIC MF Infrastructure Fund Growth ₹54.5659
↓ -0.03 ₹1,145 4.6 11.6 10.7 21.5 20.3 -3.7 Nippon India Power and Infra Fund Growth ₹379.154
↓ -1.59 ₹8,042 2.5 10.5 10.1 17.3 20.2 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund DSP India T.I.G.E.R Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund Point 1 Lower mid AUM (₹6,678 Cr). Highest AUM (₹8,523 Cr). Bottom quartile AUM (₹6,325 Cr). Bottom quartile AUM (₹1,145 Cr). Upper mid AUM (₹8,042 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Oldest track record among peers (22 yrs). Established history (18+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Not Rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 22.56% (top quartile). 5Y return: 21.45% (upper mid). 5Y return: 20.56% (lower mid). 5Y return: 20.30% (bottom quartile). 5Y return: 20.17% (bottom quartile). Point 6 3Y return: 18.77% (upper mid). 3Y return: 16.90% (bottom quartile). 3Y return: 18.75% (lower mid). 3Y return: 21.46% (top quartile). 3Y return: 17.31% (bottom quartile). Point 7 1Y return: 9.08% (bottom quartile). 1Y return: 5.09% (bottom quartile). 1Y return: 15.22% (top quartile). 1Y return: 10.65% (upper mid). 1Y return: 10.06% (lower mid). Point 8 Alpha: -0.89 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.37 (upper mid). Alpha: 6.69 (top quartile). Point 9 Sharpe: 0.28 (lower mid). Sharpe: 0.04 (bottom quartile). Sharpe: 0.52 (top quartile). Sharpe: 0.28 (bottom quartile). Sharpe: 0.34 (upper mid). Point 10 Information ratio: -0.34 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.56 (top quartile). Information ratio: 0.40 (upper mid). SBI PSU Fund
ICICI Prudential Infrastructure Fund
DSP India T.I.G.E.R Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਸਰਵੋਤਮ ਹਾਈਬ੍ਰਿਡ ਮਿਉਚੁਅਲ ਫੰਡ
ਹਾਈਬ੍ਰਿਡ ਫੰਡ, ਜਿਸ ਨੂੰ ਵੀ ਕਿਹਾ ਜਾਂਦਾ ਹੈਸੰਤੁਲਿਤ ਫੰਡ ਕਰਜ਼ੇ ਅਤੇ ਇਕੁਇਟੀ ਦੋਵਾਂ ਦੇ ਸੁਮੇਲ ਵਿੱਚ। ਇੱਕ ਕਰਜ਼ਾ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਵਿੱਚ ਕਰਜ਼ਾ ਪ੍ਰਤੀਭੂਤੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਦਾ ਇੱਕ ਵੱਡਾ ਹਿੱਸਾ ਹੋ ਸਕਦਾ ਹੈ, ਅਤੇ ਇੱਕ ਇਕੁਇਟੀ ਹਾਈਬ੍ਰਿਡ ਵਿੱਚ ਇਕੁਇਟੀ ਯੰਤਰਾਂ ਦਾ ਇੱਕ ਵੱਡਾ ਹਿੱਸਾ ਹੋਵੇਗਾ। ਸੰਤੁਲਿਤ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਨਾ ਸਿਰਫ਼ ਆਨੰਦ ਲੈਣ ਦੀ ਇਜਾਜ਼ਤ ਦਿੰਦੇ ਹਨਪੂੰਜੀ ਵਾਧਾ, ਪਰ ਇਹ ਵੀ ਪ੍ਰਾਪਤ ਕਰੋਪੱਕੀ ਤਨਖਾਹ ਨਿਯਮਤ ਅੰਤਰਾਲ 'ਤੇ.
3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਸਿਖਰ ਦੇ 5 ਹਾਈਬ੍ਰਿਡ ਡੈਬਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 ICICI Prudential MIP 25 Growth ₹78.7415
↓ -0.02 ₹3,356 1.2 2.1 2.8 8 7.7 7.9 DSP Regular Savings Fund Growth ₹60.7545
↓ -0.01 ₹180 1.2 1.9 3.2 8 6.7 7.2 SBI Debt Hybrid Fund Growth ₹76.7642
↑ 0.01 ₹10,210 2 3.7 5.1 8 8.2 6.7 Nippon India Hybrid Bond Fund Growth ₹62.1548
↓ -0.03 ₹977 2.1 3 6.4 7.9 7.5 9.7 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 ICICI Prudential MIP 25 DSP Regular Savings Fund SBI Debt Hybrid Fund Nippon India Hybrid Bond Fund Point 1 Bottom quartile AUM (₹33 Cr). Upper mid AUM (₹3,356 Cr). Bottom quartile AUM (₹180 Cr). Highest AUM (₹10,210 Cr). Lower mid AUM (₹977 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). Top rated. Rating: 3★ (lower mid). Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 5Y return: 7.83% (upper mid). 5Y return: 7.72% (lower mid). 5Y return: 6.69% (bottom quartile). 5Y return: 8.21% (top quartile). 5Y return: 7.51% (bottom quartile). Point 6 3Y return: 9.05% (top quartile). 3Y return: 8.04% (upper mid). 3Y return: 7.95% (lower mid). 3Y return: 7.95% (bottom quartile). 3Y return: 7.92% (bottom quartile). Point 7 1Y return: 3.31% (lower mid). 1Y return: 2.78% (bottom quartile). 1Y return: 3.18% (bottom quartile). 1Y return: 5.11% (upper mid). 1Y return: 6.43% (top quartile). Point 8 1M return: -1.08% (bottom quartile). 1M return: -1.13% (bottom quartile). 1M return: -0.85% (lower mid). 1M return: -0.34% (upper mid). 1M return: -0.31% (top quartile). Point 9 Alpha: 0.25 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.67 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.03 (top quartile). Point 10 Sharpe: 0.85 (top quartile). Sharpe: -0.28 (bottom quartile). Sharpe: -0.38 (bottom quartile). Sharpe: -0.07 (lower mid). Sharpe: 0.42 (upper mid). Baroda Pioneer Conservative Hybrid Fund
ICICI Prudential MIP 25
DSP Regular Savings Fund
SBI Debt Hybrid Fund
Nippon India Hybrid Bond 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 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹43.33
↓ -0.07 ₹1,841 8.1 16 14.1 15.7 13.7 -0.9 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 Bandhan Hybrid Equity Fund Growth ₹27.88
↑ 0.02 ₹2,184 5.9 7 6.4 12.8 10.4 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 BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Upper mid AUM (₹1,954 Cr). Lower mid AUM (₹1,841 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹2,184 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Not Rated. Top 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: 13.69% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 10.39% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 15.75% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 12.78% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 14.15% (lower mid). 1Y return: 12.06% (bottom quartile). 1Y return: 14.82% (upper mid). 1Y return: 6.43% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 1.67% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -2.00% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 5.97 (upper mid). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.32 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.05 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
Bandhan Hybrid Equity Fund
3 ਸਾਲ ਦੇ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ 2022 ਦੇ ਨਾਲ ਵਧੀਆ ਗੋਲਡ ਫੰਡ
ਨਿਵੇਸ਼ਕ ਜੋ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਰਾਹੀਂ ਸੋਨੇ ਦੇ ਐਕਸਪੋਜਰ ਨੂੰ ਲੈਣਾ ਚਾਹੁੰਦੇ ਹਨ, ਤਰਜੀਹ ਦੇ ਸਕਦੇ ਹਨਸੋਨੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਫੰਡ ਗੋਲਡ ਮਿਉਚੁਅਲ ਫੰਡ ਸੋਨੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਈ.ਟੀ.ਐੱਫ (ਐਕਸਚੇਂਜ-ਟਰੇਡਡ ਫੰਡ)। ਭੌਤਿਕ ਸੋਨੇ ਦੇ ਉਲਟ, ਉਹ ਖਰੀਦਣ ਅਤੇ ਛੁਡਾਉਣ ਲਈ ਆਸਾਨ ਹਨ। ਪਿਛਲੇ 3 ਸਾਲਾਂ ਵਿੱਚ ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਗੋਲਡ ਫੰਡ ਹੇਠਾਂ ਦਿੱਤੇ ਗਏ ਹਨ।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Gold Fund Growth ₹44.466
↑ 0.15 ₹15,812 4.1 -4.7 38.7 35.7 25.1 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹46.9588
↑ 0.14 ₹6,398 4.1 -4.8 38.4 35.6 25 72 Aditya Birla Sun Life Gold Fund Growth ₹44.1186
↑ 0.11 ₹1,665 3.6 -4.5 38.6 35.6 24.9 72 Nippon India Gold Savings Fund Growth ₹58.0269
↑ 0.19 ₹6,959 4.1 -4.7 38.3 35.5 24.9 71.2 IDBI Gold Fund Growth ₹39.2148
↑ 0.09 ₹775 3.3 -4.9 37 35.4 25.1 79 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Aditya Birla Sun Life Gold Fund Nippon India Gold Savings Fund IDBI Gold Fund Point 1 Highest AUM (₹15,812 Cr). Lower mid AUM (₹6,398 Cr). Bottom quartile AUM (₹1,665 Cr). Upper mid AUM (₹6,959 Cr). Bottom quartile AUM (₹775 Cr). Point 2 Oldest track record among peers (15 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Top rated. Rating: 2★ (lower mid). 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: 25.15% (top quartile). 5Y return: 24.98% (lower mid). 5Y return: 24.93% (bottom quartile). 5Y return: 24.88% (bottom quartile). 5Y return: 25.06% (upper mid). Point 6 3Y return: 35.69% (top quartile). 3Y return: 35.63% (upper mid). 3Y return: 35.62% (lower mid). 3Y return: 35.48% (bottom quartile). 3Y return: 35.38% (bottom quartile). Point 7 1Y return: 38.70% (top quartile). 1Y return: 38.44% (lower mid). 1Y return: 38.63% (upper mid). 1Y return: 38.33% (bottom quartile). 1Y return: 36.99% (bottom quartile). Point 8 1M return: 1.21% (lower mid). 1M return: 1.13% (bottom quartile). 1M return: 1.34% (top quartile). 1M return: 1.28% (upper mid). 1M return: 0.82% (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: 1.22 (top quartile). Sharpe: 1.16 (lower mid). Sharpe: 1.13 (bottom quartile). Sharpe: 1.13 (bottom quartile). Sharpe: 1.17 (upper mid). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Aditya Birla Sun Life Gold Fund
Nippon India Gold Savings Fund
IDBI 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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