+91-22-48913909ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ 2022 - 2023
ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਸਾਲਾਂ ਵਿੱਚ ਵਾਧਾ ਹੋਇਆ ਹੈ। ਨਤੀਜੇ ਵਜੋਂ, ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੰਡਬਜ਼ਾਰ ਬਦਲਦੇ ਰਹੋ. MF ਸਕੀਮਾਂ ਦਾ ਨਿਰਣਾ ਕਰਨ ਲਈ ਵੱਖ-ਵੱਖ ਰੇਟਿੰਗ ਪ੍ਰਣਾਲੀਆਂ ਹਨ, ਜਿਵੇਂ ਕਿ CRISIL, Morning Star, ICRA। ਇਹ ਪ੍ਰਣਾਲੀਆਂ ਗੁਣਾਤਮਕ ਅਤੇ ਮਾਤਰਾਤਮਕ ਕਾਰਕਾਂ ਦੇ ਅਧਾਰ ਤੇ ਫੰਡਾਂ ਦਾ ਮੁਲਾਂਕਣ ਕਰਦੀਆਂ ਹਨ ਜਿਵੇਂ ਕਿ ਰਿਟਰਨ, ਸੰਪਤੀ ਦਾ ਆਕਾਰ, ਖਰਚ ਅਨੁਪਾਤ,ਮਿਆਰੀ ਭਟਕਣ, ਆਦਿ
ਇਹਨਾਂ ਸਾਰੇ ਕਾਰਕਾਂ ਦਾ ਸਾਰ ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਰੇਟਿੰਗ ਵੱਲ ਲੈ ਜਾਂਦਾ ਹੈ। ਹਾਲਾਂਕਿ, ਦੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਬਣਾਉਣ ਲਈਨਿਵੇਸ਼ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਆਸਾਨ, ਅਸੀਂ ਵਧੀਆ ਫੰਡ ਚੁਣਨ ਲਈ ਦਿਸ਼ਾ-ਨਿਰਦੇਸ਼ਾਂ ਦੇ ਨਾਲ ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈ।
ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੀਏ?
ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਸਿਰਫ਼ ਇੱਕ ਲਾਭ ਨਹੀਂ ਰੱਖਦਾ, ਇਹ ਬਹੁਤ ਸਾਰੇ ਫਾਇਦਿਆਂ ਨਾਲ ਆਉਂਦਾ ਹੈ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਉਹਨਾਂ ਦੇ ਪੈਸੇ ਵਧਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ। ਇਹ ਛੋਟੀ, ਮੱਧ-ਅਵਧੀ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਦਾ ਹੈ। ਬਹੁਤ ਸਾਰੇ ਫੰਡ ਵਿਕਲਪ ਹਨ ਜੋ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੁਣ ਸਕਦੇ ਹੋ, ਘੱਟ ਜੋਖਮ ਤੋਂ ਲੈ ਕੇ ਉੱਚ-ਜੋਖਮ ਵਾਲੀਆਂ ਸਕੀਮਾਂ ਜਿਵੇਂ ਕਿ ਕਰਜ਼ੇ ਅਤੇਇਕੁਇਟੀ ਫੰਡ.
ਇੱਕ ਮਹੱਤਵਪੂਰਨ ਵਿਸ਼ੇਸ਼ਤਾ ਜੋ ਲੋਕਾਂ ਦਾ ਧਿਆਨ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵੱਲ ਖਿੱਚਦੀ ਹੈ ਉਹ ਹੈ ਘੱਟੋ-ਘੱਟ ਨਿਵੇਸ਼ ਰਕਮ। ਤੁਸੀਂ ਏ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹੋSIP ਸਿਰਫ਼ 500 ਰੁਪਏ ਵਿੱਚ।
ਆਓ ਕੁਝ ਹੋਰ ਕਾਰਨ ਦੇਖੀਏ ਕਿ ਤੁਹਾਨੂੰ ਕਿਉਂ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ:
1. ਤਰਲਤਾ
ਓਪਨ-ਐਂਡ ਸਕੀਮਾਂ ਵਿੱਚ, ਕਿਸੇ ਸਕੀਮ ਨੂੰ ਖਰੀਦਣਾ ਅਤੇ ਬਾਹਰ ਨਿਕਲਣਾ ਆਸਾਨ ਹੁੰਦਾ ਹੈ। ਕੋਈ ਤੁਹਾਡੀਆਂ ਇਕਾਈਆਂ ਨੂੰ ਕਿਸੇ ਵੀ ਸਮੇਂ ਵੇਚ ਸਕਦਾ ਹੈ (ਇਹ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਜਦੋਂ ਬਾਜ਼ਾਰ ਉੱਚੇ ਹੁੰਦੇ ਹਨ)। ਪਰ, ਜਦੋਂ ਤੁਸੀਂ ਕਿਸੇ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਐਗਜ਼ਿਟ ਲੋਡ ਖਰਚਿਆਂ ਬਾਰੇ ਪਤਾ ਹੋਣਾ ਚਾਹੀਦਾ ਹੈ। ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ, ਲੈਣ-ਦੇਣ ਫੰਡ ਹਾਊਸ ਦੁਆਰਾ ਉਸ ਦਿਨ ਦਾ ਸ਼ੁੱਧ ਸੰਪਤੀ ਮੁੱਲ (ਨਹੀ ਹਨ).
2. ਵਿਭਿੰਨਤਾ
ਮਿਉਚੁਅਲ ਫੰਡ ਵੱਖ-ਵੱਖ ਵਿੱਤੀ ਸਾਧਨ ਰੱਖਦਾ ਹੈ ਜਿਵੇਂ ਕਿ ਸਟਾਕ, ਫਿਕਸਡਆਮਦਨ ਯੰਤਰ, ਸੋਨਾ, ਆਦਿ ਜਿਸ ਦੇ ਕਾਰਨ, ਤੁਸੀਂ ਸਿਰਫ ਇੱਕ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਵਿਭਿੰਨਤਾ ਦੇ ਲਾਭਾਂ ਦਾ ਆਨੰਦ ਲੈ ਸਕਦੇ ਹੋ। ਇਸਦੇ ਉਲਟ, ਜੇਕਰ ਵਿਅਕਤੀ ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਸਿੱਧੇ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਚੋਣ ਕਰਦੇ ਹਨ ਤਾਂ ਉਹਨਾਂ ਨੂੰ ਪੈਸਾ ਲਗਾਉਣ ਤੋਂ ਪਹਿਲਾਂ ਵੱਖ-ਵੱਖ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ ਦੀ ਖੋਜ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
3. ਚੰਗੀ ਤਰ੍ਹਾਂ ਨਿਯੰਤ੍ਰਿਤ
ਭਾਰਤ ਵਿੱਚ ਮਿਉਚੁਅਲ ਫੰਡ ਉਦਯੋਗ ਦੁਆਰਾ ਚੰਗੀ ਤਰ੍ਹਾਂ ਨਿਯੰਤ੍ਰਿਤ ਕੀਤਾ ਜਾਂਦਾ ਹੈਸੇਬੀ (ਭਾਰਤੀ ਪ੍ਰਤੀਭੂਤੀਆਂ ਅਤੇ ਐਕਸਚੇਂਜ ਬੋਰਡ)। ਇਹ ਸਾਰੇ ਮਿਊਚਲ ਫੰਡਾਂ ਦੇ ਕੰਮਕਾਜ 'ਤੇ ਨਜ਼ਰ ਰੱਖਦਾ ਹੈ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇਹ ਫੰਡ ਹਾਊਸ ਵੀ ਪਾਰਦਰਸ਼ੀ ਹਨ; ਉਹਨਾਂ ਨੂੰ ਨਿਯਮਤ ਅੰਤਰਾਲਾਂ 'ਤੇ ਆਪਣੀਆਂ ਪ੍ਰਦਰਸ਼ਨ ਰਿਪੋਰਟਾਂ ਪ੍ਰਕਾਸ਼ਿਤ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
4. ਮਾਹਰ ਪ੍ਰਬੰਧਨ
ਹਰੇਕ MF ਸਕੀਮ ਦਾ ਪ੍ਰਬੰਧਨ ਇੱਕ ਸਮਰਪਿਤ ਫੰਡ ਮੈਨੇਜਰ ਦੁਆਰਾ ਕੀਤਾ ਜਾਂਦਾ ਹੈ। ਫੰਡ ਮੈਨੇਜਰ ਦਾ ਉਦੇਸ਼ ਇਹ ਯਕੀਨੀ ਬਣਾਉਣਾ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਪ੍ਰਦਰਸ਼ਨ 'ਤੇ ਲਗਾਤਾਰ ਨਜ਼ਰ ਰੱਖ ਕੇ ਅਤੇ ਬਦਲਦੇ ਹੋਏ ਸਕੀਮ ਤੋਂ ਵੱਧ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਕਮਾ ਸਕਣ।ਸੰਪੱਤੀ ਵੰਡ ਮਾਰਕੀਟ ਦੀਆਂ ਲੋੜਾਂ ਅਨੁਸਾਰ ਸਮੇਂ ਸਿਰ.
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ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਦੀਆਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਵਿੱਚੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨਇਕੁਇਟੀ ਫੰਡ ਜਿਵੇਂ ਵੱਡੇ-, ਮੱਧ-, ਛੋਟੇ-, ਮਲਟੀ-ਕੈਪ,ELSS ਅਤੇ ਸੈਕਟਰਲ ਫੰਡ।
ਚੋਟੀ ਦੇ 5 ਵੱਡੇ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) 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 ₹94.383
↓ -0.01 ₹50,312 3 3.4 7.9 19.8 19.8 9.2 ICICI Prudential Bluechip Fund Growth ₹116.3
↓ -0.13 ₹78,160 4.4 4.2 12.3 18.9 17.7 11.3 DSP TOP 100 Equity Growth ₹488.871
↑ 0.77 ₹7,187 3.3 1.9 6.7 18.3 14.5 8.4 Bandhan Large Cap Fund Growth ₹80.946
↓ -0.08 ₹2,051 5.3 4.7 7.6 18.2 14.8 8.2 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 ICICI Prudential Bluechip Fund DSP TOP 100 Equity Bandhan Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹50,312 Cr). Highest AUM (₹78,160 Cr). Lower mid AUM (₹7,187 Cr). Bottom quartile AUM (₹2,051 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 2★ (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: 12.61% (bottom quartile). 5Y return: 19.79% (top quartile). 5Y return: 17.71% (upper mid). 5Y return: 14.53% (bottom quartile). 5Y return: 14.81% (lower mid). Point 6 3Y return: 21.88% (top quartile). 3Y return: 19.82% (upper mid). 3Y return: 18.95% (lower mid). 3Y return: 18.34% (bottom quartile). 3Y return: 18.15% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 7.87% (lower mid). 1Y return: 12.29% (upper mid). 1Y return: 6.73% (bottom quartile). 1Y return: 7.56% (bottom quartile). Point 8 Alpha: 2.11 (top quartile). Alpha: -0.13 (lower mid). Alpha: 1.62 (upper mid). Alpha: -1.23 (bottom quartile). Alpha: -0.76 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: 0.22 (lower mid). Sharpe: 0.33 (upper mid). Sharpe: 0.12 (bottom quartile). Sharpe: 0.17 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.45 (top quartile). Information ratio: 1.40 (upper mid). Information ratio: 0.76 (lower mid). Information ratio: 0.73 (bottom quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
Bandhan Large Cap Fund
ਚੋਟੀ ਦੇ 5 ਮਿਡ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹99.1255
↓ -0.43 ₹38,003 -1.4 -4 -12.1 25.6 27.1 -12.1 Edelweiss Mid Cap Fund Growth ₹105.12
↓ -0.19 ₹13,196 5.1 2 3.2 26.2 24.4 3.8 Invesco India Mid Cap Fund Growth ₹184.44
↓ -1.52 ₹10,006 4 3.6 6.3 27.4 23.6 6.3 ICICI Prudential MidCap Fund Growth ₹319.18
↓ -0.81 ₹7,055 6.8 4.8 14 23.9 22.2 11.1 Sundaram Mid Cap Fund Growth ₹1,443.52
↓ -2.99 ₹13,345 3 3.8 5.8 25.1 22.1 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund Point 1 Highest AUM (₹38,003 Cr). Lower mid AUM (₹13,196 Cr). Bottom quartile AUM (₹10,006 Cr). Bottom quartile AUM (₹7,055 Cr). Upper mid AUM (₹13,345 Cr). Point 2 Established history (11+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.14% (top quartile). 5Y return: 24.38% (upper mid). 5Y return: 23.63% (lower mid). 5Y return: 22.16% (bottom quartile). 5Y return: 22.07% (bottom quartile). Point 6 3Y return: 25.59% (lower mid). 3Y return: 26.24% (upper mid). 3Y return: 27.44% (top quartile). 3Y return: 23.87% (bottom quartile). 3Y return: 25.08% (bottom quartile). Point 7 1Y return: -12.13% (bottom quartile). 1Y return: 3.24% (bottom quartile). 1Y return: 6.31% (upper mid). 1Y return: 14.02% (top quartile). 1Y return: 5.76% (lower mid). Point 8 Alpha: -11.47 (bottom quartile). Alpha: -2.28 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 1.70 (top quartile). Alpha: -1.35 (lower mid). Point 9 Sharpe: -0.40 (bottom quartile). Sharpe: 0.05 (bottom quartile). Sharpe: 0.37 (top quartile). Sharpe: 0.25 (upper mid). Sharpe: 0.09 (lower mid). Point 10 Information ratio: 0.21 (upper mid). Information ratio: 0.27 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: -0.30 (bottom quartile). Information ratio: 0.15 (lower mid). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Small Cap Fund Growth ₹139.247
↓ -0.62 ₹38,020 -1 -1.7 -1.2 20.5 24.2 -0.6 Franklin India Smaller Companies Fund Growth ₹166.567
↓ -0.88 ₹13,529 -0.7 -5.7 -5.8 20.5 22.4 -8.4 DSP Small Cap Fund Growth ₹198.408
↓ -0.66 ₹17,010 2.3 -1.6 -2.2 20.3 22.3 -2.8 Sundaram Small Cap Fund Growth ₹262.908
↓ -1.64 ₹3,450 0.7 0 2.9 20.8 22 0.4 IDBI Small Cap Fund Growth ₹29.4828
↓ -0.14 ₹619 -3.8 -3.2 -14.6 17.7 21.8 -13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Small Cap Fund Franklin India Smaller Companies Fund DSP Small Cap Fund Sundaram Small Cap Fund IDBI Small Cap Fund Point 1 Highest AUM (₹38,020 Cr). Lower mid AUM (₹13,529 Cr). Upper mid AUM (₹17,010 Cr). Bottom quartile AUM (₹3,450 Cr). Bottom quartile AUM (₹619 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Established history (8+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). 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: 24.20% (top quartile). 5Y return: 22.44% (upper mid). 5Y return: 22.29% (lower mid). 5Y return: 21.96% (bottom quartile). 5Y return: 21.76% (bottom quartile). Point 6 3Y return: 20.52% (upper mid). 3Y return: 20.45% (lower mid). 3Y return: 20.30% (bottom quartile). 3Y return: 20.82% (top quartile). 3Y return: 17.65% (bottom quartile). Point 7 1Y return: -1.16% (upper mid). 1Y return: -5.85% (bottom quartile). 1Y return: -2.19% (lower mid). 1Y return: 2.86% (top quartile). 1Y return: -14.64% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: -3.60 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 4.26 (top quartile). Alpha: -7.32 (bottom quartile). Point 9 Sharpe: -0.18 (lower mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.16 (upper mid). Sharpe: -0.13 (top quartile). Sharpe: -0.64 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.13 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.14 (bottom quartile). Information ratio: -0.66 (bottom quartile). HDFC Small Cap Fund
Franklin India Smaller Companies Fund
DSP Small Cap Fund
Sundaram Small Cap Fund
IDBI Small Cap Fund
ਸਿਖਰ ਦੇ 5 ਵਿਵਿਧ/ਮਲਟੀ-ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 Motilal Oswal Multicap 35 Fund Growth ₹60.8492
↑ 0.06 ₹14,312 -0.2 -3.4 -6.3 22.5 14.5 -5.6 Nippon India Multi Cap Fund Growth ₹301.477
↓ -0.81 ₹50,048 0.5 0.5 3.4 22.3 24.7 4.1 HDFC Equity Fund Growth ₹2,100.15
↑ 5.83 ₹94,069 3.4 5.1 11.5 22.1 23.4 11.4 JM Multicap Fund Growth ₹97.0575
↓ -0.17 ₹6,015 -1.4 -2.2 -5.3 20.7 19.4 -6.8 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 Diversified Equity Fund Motilal Oswal Multicap 35 Fund Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Point 1 Bottom quartile AUM (₹382 Cr). Lower mid AUM (₹14,312 Cr). Upper mid AUM (₹50,048 Cr). Highest AUM (₹94,069 Cr). Bottom quartile AUM (₹6,015 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). 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: 12.03% (bottom quartile). 5Y return: 14.53% (bottom quartile). 5Y return: 24.72% (top quartile). 5Y return: 23.38% (upper mid). 5Y return: 19.37% (lower mid). Point 6 3Y return: 22.73% (top quartile). 3Y return: 22.55% (upper mid). 3Y return: 22.25% (lower mid). 3Y return: 22.08% (bottom quartile). 3Y return: 20.68% (bottom quartile). Point 7 1Y return: 13.54% (top quartile). 1Y return: -6.34% (bottom quartile). 1Y return: 3.37% (lower mid). 1Y return: 11.50% (upper mid). 1Y return: -5.33% (bottom quartile). Point 8 Alpha: -1.07 (lower mid). Alpha: -5.55 (bottom quartile). Alpha: -0.86 (upper mid). Alpha: 3.46 (top quartile). Alpha: -10.59 (bottom quartile). Point 9 Sharpe: 1.01 (top quartile). Sharpe: -0.21 (bottom quartile). Sharpe: -0.06 (lower mid). Sharpe: 0.42 (upper mid). Sharpe: -0.60 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.66 (bottom quartile). Information ratio: 0.71 (lower mid). Information ratio: 1.30 (top quartile). Information ratio: 0.78 (upper mid). IDBI Diversified Equity Fund
Motilal Oswal Multicap 35 Fund
Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
ਚੋਟੀ ਦੀਆਂ 5 (ELSS) ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Magnum Tax Gain Fund Growth ₹454.116
↓ -1.41 ₹32,327 5.1 2.5 6.1 24 21.2 6.6 Motilal Oswal Long Term Equity Fund Growth ₹50.6967
↓ -0.18 ₹4,444 -2.3 -3.7 -9.3 22.9 19.5 -9.1 HDFC Tax Saver Fund Growth ₹1,471.63
↑ 2.60 ₹17,241 3.2 3.2 10 21.5 21.4 10.3 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Magnum Tax Gain Fund Motilal Oswal Long Term Equity Fund HDFC Tax Saver Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund Point 1 Highest AUM (₹32,327 Cr). Lower mid AUM (₹4,444 Cr). Upper mid AUM (₹17,241 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (18+ yrs). Established history (10+ yrs). Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (25+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.23% (upper mid). 5Y return: 19.53% (lower mid). 5Y return: 21.40% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 23.97% (top quartile). 3Y return: 22.91% (upper mid). 3Y return: 21.54% (lower mid). 3Y return: 20.84% (bottom quartile). 3Y return: 20.64% (bottom quartile). Point 7 1Y return: 6.11% (bottom quartile). 1Y return: -9.32% (bottom quartile). 1Y return: 9.95% (lower mid). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: -1.43 (bottom quartile). Alpha: -7.87 (bottom quartile). Alpha: 2.31 (top quartile). Alpha: 1.78 (upper mid). Alpha: 1.75 (lower mid). Point 9 Sharpe: -0.04 (bottom quartile). Sharpe: -0.21 (bottom quartile). Sharpe: 0.30 (lower mid). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 1.89 (top quartile). Information ratio: 0.66 (lower mid). Information ratio: 1.26 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). SBI Magnum Tax Gain Fund
Motilal Oswal Long Term Equity Fund
HDFC Tax Saver Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
ਚੋਟੀ ਦੇ 5 ਸੈਕਟਰ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund Growth ₹263.068
↑ 1.07 ₹8,304 2.7 3.7 3.4 30.5 22.2 3.1 Invesco India PSU Equity Fund Growth ₹67.37
↓ -0.23 ₹1,445 4.6 2.8 11.4 29.6 27.6 10.3 SBI PSU Fund Growth ₹34.5969
↑ 0.00 ₹5,763 5.9 6.4 11.8 29 29.4 11.3 LIC MF Infrastructure Fund Growth ₹50.0061
↓ -0.04 ₹1,022 0 -1.1 -4.4 27.9 26.6 -3.7 Nippon India Power and Infra Fund Growth ₹349.956
↓ -2.58 ₹7,301 1.2 -0.3 0.4 26.6 26.9 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Opportunities Fund Invesco India PSU Equity Fund SBI PSU Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund Point 1 Highest AUM (₹8,304 Cr). Bottom quartile AUM (₹1,445 Cr). Lower mid AUM (₹5,763 Cr). Bottom quartile AUM (₹1,022 Cr). Upper mid AUM (₹7,301 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (15+ yrs). Established history (17+ yrs). Established history (21+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 22.15% (bottom quartile). 5Y return: 27.55% (upper mid). 5Y return: 29.43% (top quartile). 5Y return: 26.64% (bottom quartile). 5Y return: 26.86% (lower mid). Point 6 3Y return: 30.50% (top quartile). 3Y return: 29.62% (upper mid). 3Y return: 29.03% (lower mid). 3Y return: 27.91% (bottom quartile). 3Y return: 26.56% (bottom quartile). Point 7 1Y return: 3.36% (lower mid). 1Y return: 11.44% (upper mid). 1Y return: 11.78% (top quartile). 1Y return: -4.35% (bottom quartile). 1Y return: 0.39% (bottom quartile). Point 8 Alpha: -2.06 (lower mid). Alpha: -0.45 (top quartile). Alpha: -0.83 (upper mid). Alpha: -13.09 (bottom quartile). Alpha: -12.90 (bottom quartile). Point 9 Sharpe: -0.04 (lower mid). Sharpe: 0.06 (top quartile). Sharpe: 0.03 (upper mid). Sharpe: -0.18 (bottom quartile). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: 1.67 (top quartile). Information ratio: -0.49 (bottom quartile). Information ratio: -0.53 (bottom quartile). Information ratio: 0.31 (lower mid). Information ratio: 0.42 (upper mid). Franklin India Opportunities Fund
Invesco India PSU Equity Fund
SBI PSU Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Value Fund Growth ₹234.738
↓ -0.45 ₹9,246 4.2 2.8 4.4 22.6 21.3 4.2 ICICI Prudential Value Discovery Fund Growth ₹500.87
↑ 1.14 ₹60,391 5.5 5.5 14.1 21.7 22.7 13.8 JM Value Fund Growth ₹96.1043
↓ -0.38 ₹987 -1.1 -4.6 -3.1 21 19.7 -4.4 Aditya Birla Sun Life Pure Value Fund Growth ₹130.648
↓ -0.41 ₹6,361 6.6 3 2.1 20.7 18.9 2.6 Tata Equity PE Fund Growth ₹364.55
↓ -0.37 ₹9,032 4.9 3 3.1 20.3 18.1 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Value Fund ICICI Prudential Value Discovery Fund JM Value Fund Aditya Birla Sun Life Pure Value Fund Tata Equity PE Fund Point 1 Upper mid AUM (₹9,246 Cr). Highest AUM (₹60,391 Cr). Bottom quartile AUM (₹987 Cr). Bottom quartile AUM (₹6,361 Cr). Lower mid AUM (₹9,032 Cr). Point 2 Established history (20+ yrs). Established history (21+ yrs). Oldest track record among peers (28 yrs). Established history (17+ yrs). Established history (21+ yrs). Point 3 Not Rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Top rated. 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: 21.27% (upper mid). 5Y return: 22.73% (top quartile). 5Y return: 19.67% (lower mid). 5Y return: 18.93% (bottom quartile). 5Y return: 18.07% (bottom quartile). Point 6 3Y return: 22.61% (top quartile). 3Y return: 21.73% (upper mid). 3Y return: 20.97% (lower mid). 3Y return: 20.73% (bottom quartile). 3Y return: 20.29% (bottom quartile). Point 7 1Y return: 4.44% (upper mid). 1Y return: 14.06% (top quartile). 1Y return: -3.11% (bottom quartile). 1Y return: 2.11% (bottom quartile). 1Y return: 3.11% (lower mid). Point 8 Alpha: -1.42 (upper mid). Alpha: 4.42 (top quartile). Alpha: -9.62 (bottom quartile). Alpha: -5.62 (bottom quartile). Alpha: -4.05 (lower mid). Point 9 Sharpe: -0.01 (upper mid). Sharpe: 0.50 (top quartile). Sharpe: -0.49 (bottom quartile). Sharpe: -0.20 (bottom quartile). Sharpe: -0.17 (lower mid). Point 10 Information ratio: 1.63 (top quartile). Information ratio: 1.05 (upper mid). Information ratio: 0.70 (bottom quartile). Information ratio: 0.62 (bottom quartile). Information ratio: 0.91 (lower mid). Nippon India Value Fund
ICICI Prudential Value Discovery Fund
JM Value Fund
Aditya Birla Sun Life Pure Value Fund
Tata Equity PE Fund
ਚੋਟੀ ਦੇ 5 ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹99
↓ -0.13 ₹14,146 6 7.2 17.4 24 21.6 15.4 HDFC Focused 30 Fund Growth ₹242.347
↑ 0.59 ₹26,230 3.4 4.7 11.4 21.8 24.1 10.9 DSP Focus Fund Growth ₹56.933
↑ 0.20 ₹2,707 5.4 3.3 6.6 20.2 14.7 7.3 SBI Focused Equity Fund Growth ₹384.176
↑ 0.86 ₹42,773 7 7.8 15 19 16.5 15.7 Aditya Birla Sun Life Focused Equity Fund Growth ₹150.968
↓ -0.12 ₹8,211 8.2 5 9.9 17.8 15.4 10.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund DSP Focus Fund SBI Focused Equity Fund Aditya Birla Sun Life Focused Equity Fund Point 1 Lower mid AUM (₹14,146 Cr). Upper mid AUM (₹26,230 Cr). Bottom quartile AUM (₹2,707 Cr). Highest AUM (₹42,773 Cr). Bottom quartile AUM (₹8,211 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (15+ yrs). Established history (21+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). 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: 21.61% (upper mid). 5Y return: 24.08% (top quartile). 5Y return: 14.68% (bottom quartile). 5Y return: 16.55% (lower mid). 5Y return: 15.40% (bottom quartile). Point 6 3Y return: 23.96% (top quartile). 3Y return: 21.82% (upper mid). 3Y return: 20.24% (lower mid). 3Y return: 18.96% (bottom quartile). 3Y return: 17.84% (bottom quartile). Point 7 1Y return: 17.35% (top quartile). 1Y return: 11.37% (lower mid). 1Y return: 6.55% (bottom quartile). 1Y return: 14.99% (upper mid). 1Y return: 9.88% (bottom quartile). Point 8 Alpha: 6.72 (upper mid). Alpha: 2.74 (lower mid). Alpha: -0.10 (bottom quartile). Alpha: 8.28 (top quartile). Alpha: 1.77 (bottom quartile). Point 9 Sharpe: 0.57 (upper mid). Sharpe: 0.37 (lower mid). Sharpe: 0.08 (bottom quartile). Sharpe: 0.76 (top quartile). Sharpe: 0.23 (bottom quartile). Point 10 Information ratio: 1.65 (top quartile). Information ratio: 1.06 (upper mid). Information ratio: 0.45 (lower mid). Information ratio: 0.35 (bottom quartile). Information ratio: 0.02 (bottom quartile). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
DSP Focus Fund
SBI Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
ਸਰਵੋਤਮ ਕਰਜ਼ਾ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਤਰਲ, ਅਲਟਰਾ ਸ਼ਾਰਟ, ਸ਼ਾਰਟ ਟਰਮ, GILT, ਕ੍ਰੈਡਿਟ ਰਿਸਕ ਅਤੇ ਕਾਰਪੋਰੇਟ ਕਰਜ਼ਾ ਤੋਂਕਰਜ਼ਾ.
ਚੋਟੀ ਦੇ 5 ਅਲਟਰਾ ਸ਼ਾਰਟ ਟਰਮ ਡੈਬਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹566.614
↑ 0.06 ₹24,129 1.5 3 7.4 7.4 7.4 6.66% 5M 23D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹28.5926
↑ 0.00 ₹19,738 1.4 3 7 7.1 7.1 6.55% 4M 13D 5M 26D SBI Magnum Ultra Short Duration Fund Growth ₹6,164.27
↑ 0.84 ₹15,565 1.5 2.9 7 7.1 7 6.35% 5M 8D 5M 23D Invesco India Ultra Short Term Fund Growth ₹2,778.77
↑ 0.38 ₹1,607 1.4 2.8 6.8 7 6.8 6.37% 5M 8D 5M 15D Kotak Savings Fund Growth ₹44.1925
↑ 0.01 ₹16,787 1.4 2.8 6.8 6.9 6.8 6.51% 5M 5D 6M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Invesco India Ultra Short Term Fund Kotak Savings Fund Point 1 Highest AUM (₹24,129 Cr). Upper mid AUM (₹19,738 Cr). Bottom quartile AUM (₹15,565 Cr). Bottom quartile AUM (₹1,607 Cr). Lower mid AUM (₹16,787 Cr). Point 2 Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (15+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 7.37% (top quartile). 1Y return: 7.04% (upper mid). 1Y return: 6.99% (lower mid). 1Y return: 6.84% (bottom quartile). 1Y return: 6.78% (bottom quartile). Point 6 1M return: 0.39% (bottom quartile). 1M return: 0.43% (upper mid). 1M return: 0.44% (top quartile). 1M return: 0.41% (bottom quartile). 1M return: 0.42% (lower mid). Point 7 Sharpe: 3.69 (top quartile). Sharpe: 3.17 (upper mid). Sharpe: 2.81 (lower mid). Sharpe: 2.64 (bottom quartile). Sharpe: 2.15 (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): 6.66% (top quartile). Yield to maturity (debt): 6.55% (upper mid). Yield to maturity (debt): 6.35% (bottom quartile). Yield to maturity (debt): 6.37% (bottom quartile). Yield to maturity (debt): 6.51% (lower mid). Point 10 Modified duration: 0.48 yrs (bottom quartile). Modified duration: 0.37 yrs (top quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.44 yrs (lower mid). Modified duration: 0.43 yrs (upper mid). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Invesco India Ultra Short Term Fund
Kotak Savings Fund
ਚੋਟੀ ਦੇ 5 ਛੋਟੀ ਮਿਆਦ ਦੇ ਕਰਜ਼ੇ 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 ₹33.0171
↑ 0.00 ₹18,412 1.3 2.5 7.8 7.7 7.8 6.93% 2Y 3M 14D 3Y 4M 24D ICICI Prudential Short Term Fund Growth ₹62.1225
↓ -0.01 ₹23,473 1.3 2.7 7.8 7.7 8 7.06% 2Y 3M 22D 4Y 3M 11D Axis Short Term Fund Growth ₹31.8919
↑ 0.01 ₹12,692 1.2 2.5 8 7.6 8.1 6.85% 2Y 5M 5D 3Y 22D Nippon India Short Term Fund Growth ₹54.3886
↓ -0.01 ₹9,809 1.2 2.4 7.8 7.5 7.9 7.02% 2Y 7M 24D 3Y 3M 4D 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 Axis Short Term Fund Nippon India Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹18,412 Cr). Highest AUM (₹23,473 Cr). Lower mid AUM (₹12,692 Cr). Bottom quartile AUM (₹9,809 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (23+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 7.76% (bottom quartile). 1Y return: 7.84% (lower mid). 1Y return: 7.98% (upper mid). 1Y return: 7.81% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.07% (lower mid). 1M return: 0.18% (upper mid). 1M return: 0.06% (bottom quartile). 1M return: -0.04% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.56 (lower mid). Sharpe: 1.72 (upper mid). Sharpe: 1.78 (top quartile). Sharpe: 1.53 (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): 6.93% (lower mid). Yield to maturity (debt): 7.06% (top quartile). Yield to maturity (debt): 6.85% (bottom quartile). Yield to maturity (debt): 7.02% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.29 yrs (upper mid). Modified duration: 2.31 yrs (lower mid). Modified duration: 2.43 yrs (bottom quartile). Modified duration: 2.65 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Nippon India Short Term Fund
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 Axis Liquid Fund Growth ₹2,995.35
↑ 0.52 ₹37,358 0.5 1.5 2.9 6.5 6.6 5.98% 1M 9D 1M 12D Edelweiss Liquid Fund Growth ₹3,440.53
↑ 0.63 ₹10,214 0.5 1.5 2.9 6.5 6.5 5.92% 1M 2D 1M 2D Canara Robeco Liquid Growth ₹3,237.64
↑ 0.55 ₹6,249 0.5 1.4 2.9 6.5 6.5 5.86% 28D 30D UTI Liquid Cash Plan Growth ₹4,412.98
↑ 0.70 ₹24,570 0.5 1.5 2.9 6.5 6.5 6% 1M 11D 1M 11D Tata Liquid Fund Growth ₹4,236.57
↑ 0.64 ₹22,790 0.5 1.5 2.9 6.5 6.5 6.04% 1M 15D 1M 15D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Liquid Fund Edelweiss Liquid Fund Canara Robeco Liquid UTI Liquid Cash Plan Tata Liquid Fund Point 1 Highest AUM (₹37,358 Cr). Bottom quartile AUM (₹10,214 Cr). Bottom quartile AUM (₹6,249 Cr). Upper mid AUM (₹24,570 Cr). Lower mid AUM (₹22,790 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.53% (top quartile). 1Y return: 6.51% (upper mid). 1Y return: 6.51% (lower mid). 1Y return: 6.50% (bottom quartile). 1Y return: 6.50% (bottom quartile). Point 6 1M return: 0.50% (upper mid). 1M return: 0.50% (lower mid). 1M return: 0.50% (bottom quartile). 1M return: 0.50% (bottom quartile). 1M return: 0.50% (top quartile). Point 7 Sharpe: 3.40 (upper mid). Sharpe: 3.62 (top quartile). Sharpe: 3.09 (bottom quartile). Sharpe: 3.07 (bottom quartile). Sharpe: 3.10 (lower mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.31 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 5.98% (lower mid). Yield to maturity (debt): 5.92% (bottom quartile). Yield to maturity (debt): 5.86% (bottom quartile). Yield to maturity (debt): 6.00% (upper mid). Yield to maturity (debt): 6.04% (top quartile). Point 10 Modified duration: 0.11 yrs (lower mid). Modified duration: 0.09 yrs (upper mid). Modified duration: 0.08 yrs (top quartile). Modified duration: 0.12 yrs (bottom quartile). Modified duration: 0.13 yrs (bottom quartile). Axis Liquid Fund
Edelweiss Liquid Fund
Canara Robeco Liquid
UTI Liquid Cash Plan
Tata Liquid Fund
ਚੋਟੀ ਦੇ 5 ਬੈਂਕਿੰਗ ਅਤੇ PSU ਕਰਜ਼ਾ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹33.7296
↓ -0.01 ₹9,696 1.3 2.6 7.5 7.6 7.6 6.87% 2Y 11M 26D 5Y 7M 6D Kotak Banking and PSU Debt fund Growth ₹67.3635
↓ -0.01 ₹5,627 1.3 2.4 7.5 7.5 7.7 6.86% 3Y 5M 26D 5Y 5M 5D HDFC Banking and PSU Debt Fund Growth ₹23.6438
↑ 0.00 ₹5,835 1.2 2.1 7.4 7.3 7.5 6.81% 3Y 2M 8D 4Y 6M 14D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹376.43
↑ 0.05 ₹9,016 1.1 2.1 7.2 7.3 7.3 6.86% 3Y 8M 1D 5Y 1M 20D Nippon India Banking & PSU Debt Fund Growth ₹21.2795
↑ 0.00 ₹5,481 0.9 1.9 7.2 7.2 7.3 6.77% 3Y 6M 29D 4Y 11M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Banking and PSU Debt Fund Kotak Banking and PSU Debt fund HDFC Banking and PSU Debt Fund Aditya Birla Sun Life Banking & PSU Debt Fund Nippon India Banking & PSU Debt Fund Point 1 Highest AUM (₹9,696 Cr). Bottom quartile AUM (₹5,627 Cr). Lower mid AUM (₹5,835 Cr). Upper mid AUM (₹9,016 Cr). Bottom quartile AUM (₹5,481 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (27 yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (10+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (lower mid). Top rated. Rating: 4★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 7.47% (upper mid). 1Y return: 7.54% (top quartile). 1Y return: 7.35% (lower mid). 1Y return: 7.22% (bottom quartile). 1Y return: 7.18% (bottom quartile). Point 6 1M return: 0.14% (top quartile). 1M return: -0.06% (lower mid). 1M return: -0.06% (upper mid). 1M return: -0.11% (bottom quartile). 1M return: -0.24% (bottom quartile). Point 7 Sharpe: 1.32 (top quartile). Sharpe: 1.10 (upper mid). Sharpe: 1.00 (lower mid). Sharpe: 0.96 (bottom quartile). Sharpe: 0.87 (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): 6.87% (top quartile). Yield to maturity (debt): 6.86% (upper mid). Yield to maturity (debt): 6.81% (bottom quartile). Yield to maturity (debt): 6.86% (lower mid). Yield to maturity (debt): 6.77% (bottom quartile). Point 10 Modified duration: 2.99 yrs (top quartile). Modified duration: 3.49 yrs (lower mid). Modified duration: 3.19 yrs (upper mid). Modified duration: 3.67 yrs (bottom quartile). Modified duration: 3.58 yrs (bottom quartile). ICICI Prudential Banking and PSU Debt Fund
Kotak Banking and PSU Debt fund
HDFC Banking and PSU Debt Fund
Aditya Birla Sun Life Banking & PSU Debt Fund
Nippon India Banking & PSU Debt Fund
ਚੋਟੀ ਦੇ 5 ਕ੍ਰੈਡਿਟ ਜੋਖਮ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹50.8309
↑ 0.03 ₹209 1.1 2 21 14.6 21 7.1% 2Y 4M 17D 3Y 3M 14D Aditya Birla Sun Life Credit Risk Fund Growth ₹24.1136
↑ 0.01 ₹1,096 5.1 7.5 17.2 11.9 13.4 7.62% 2Y 3M 18D 3Y 29D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,985.85
↑ 2.90 ₹155 1.2 2.3 9.2 9.3 9.2 6.94% 2Y 3M 25D 3Y 22D ICICI Prudential Regular Savings Fund Growth ₹33.2267
↑ 0.01 ₹5,930 1.8 4.1 9.4 8.4 9.5 8.13% 1Y 11M 1D 2Y 11M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Credit Risk Fund Invesco India Credit Risk Fund ICICI Prudential Regular Savings Fund Point 1 Lower mid AUM (₹209 Cr). Upper mid AUM (₹1,096 Cr). Bottom quartile AUM (₹104 Cr). Bottom quartile AUM (₹155 Cr). Highest AUM (₹5,930 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (10+ yrs). Established history (14+ yrs). Established history (11+ yrs). Established history (15+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 20.96% (top quartile). 1Y return: 17.15% (upper mid). 1Y return: 7.45% (bottom quartile). 1Y return: 9.20% (bottom quartile). 1Y return: 9.41% (lower mid). Point 6 1M return: 0.16% (bottom quartile). 1M return: 3.52% (top quartile). 1M return: 0.91% (upper mid). 1M return: 0.05% (bottom quartile). 1M return: 0.21% (lower mid). Point 7 Sharpe: 1.55 (lower mid). Sharpe: 2.11 (upper mid). Sharpe: 0.29 (bottom quartile). Sharpe: 1.29 (bottom quartile). Sharpe: 2.99 (top 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): 7.10% (lower mid). Yield to maturity (debt): 7.62% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.94% (bottom quartile). Yield to maturity (debt): 8.13% (top quartile). Point 10 Modified duration: 2.38 yrs (bottom quartile). Modified duration: 2.30 yrs (lower mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.32 yrs (bottom quartile). Modified duration: 1.92 yrs (upper mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
Invesco India Credit Risk Fund
ICICI Prudential Regular Savings Fund
ਚੋਟੀ ਦੇ 5 ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BNP Paribas Corporate Bond Fund Growth ₹28.3401
↑ 0.01 ₹492 1 2.4 8.1 7.8 8.3 6.76% 3Y 8M 8D 5Y 7D ICICI Prudential Corporate Bond Fund Growth ₹30.7884
↓ -0.01 ₹34,549 1.3 2.7 7.8 7.8 8 6.89% 2Y 10M 13D 5Y 4M 20D Franklin India Corporate Debt Fund Growth ₹102.811
↓ -0.04 ₹1,309 1.3 2.7 8.9 7.7 9.1 7.01% 2Y 6M 29D 6Y 4M 28D Nippon India Prime Debt Fund Growth ₹61.6633
↓ 0.00 ₹10,633 1 2.1 7.7 7.7 7.8 6.95% 3Y 8M 23D 5Y 1M 10D Aditya Birla Sun Life Corporate Bond Fund Growth ₹115.866
↑ 0.04 ₹30,119 1.1 2 7.2 7.6 7.4 6.98% 4Y 9M 14D 7Y 4M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BNP Paribas Corporate Bond Fund ICICI Prudential Corporate Bond Fund Franklin India Corporate Debt Fund Nippon India Prime Debt Fund Aditya Birla Sun Life Corporate Bond Fund Point 1 Bottom quartile AUM (₹492 Cr). Highest AUM (₹34,549 Cr). Bottom quartile AUM (₹1,309 Cr). Lower mid AUM (₹10,633 Cr). Upper mid AUM (₹30,119 Cr). Point 2 Established history (17+ yrs). Established history (16+ yrs). Oldest track record among peers (28 yrs). Established history (25+ yrs). Established history (28+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 8.14% (upper mid). 1Y return: 7.78% (lower mid). 1Y return: 8.89% (top quartile). 1Y return: 7.67% (bottom quartile). 1Y return: 7.18% (bottom quartile). Point 6 1M return: -0.11% (lower mid). 1M return: 0.12% (upper mid). 1M return: 0.30% (top quartile). 1M return: -0.19% (bottom quartile). 1M return: -0.19% (bottom quartile). Point 7 Sharpe: 1.45 (upper mid). Sharpe: 1.64 (top quartile). Sharpe: 1.32 (lower mid). Sharpe: 1.11 (bottom quartile). Sharpe: 0.87 (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): 6.76% (bottom quartile). Yield to maturity (debt): 6.89% (bottom quartile). Yield to maturity (debt): 7.01% (top quartile). Yield to maturity (debt): 6.95% (lower mid). Yield to maturity (debt): 6.98% (upper mid). Point 10 Modified duration: 3.69 yrs (lower mid). Modified duration: 2.87 yrs (upper mid). Modified duration: 2.58 yrs (top quartile). Modified duration: 3.73 yrs (bottom quartile). Modified duration: 4.79 yrs (bottom quartile). BNP Paribas Corporate Bond Fund
ICICI Prudential Corporate Bond Fund
Franklin India Corporate Debt Fund
Nippon India Prime Debt Fund
Aditya Birla Sun Life Corporate Bond Fund
ਚੋਟੀ ਦੇ 5 ਗਿਲਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹104.589
↓ -0.16 ₹9,227 0.4 1.1 6.5 7.6 6.8 7.17% 6Y 18D 17Y 9M 11D Axis Gilt Fund Growth ₹25.7854
↑ 0.01 ₹599 0.2 0.4 5.1 7.3 5.2 6.99% 8Y 8M 5D 21Y 3M 4D DSP Government Securities Fund Growth ₹96.0873
↓ -0.04 ₹1,345 -0.3 0.3 4.2 7.1 4.5 7.36% 11Y 1M 20D 30Y 10M 20D Bandhan Government Securities Fund - Investment Plan Growth ₹35.3788
↑ 0.02 ₹2,275 0.5 0.5 3.6 6.9 3.7 6.09% 2Y 10M 20D 3Y 8M 1D HDFC Gilt Fund Growth ₹55.7816
↓ 0.00 ₹2,939 0.1 0.3 5 6.9 5.1 7.08% 8Y 25D 19Y 4M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund DSP Government Securities Fund Bandhan Government Securities Fund - Investment Plan HDFC Gilt Fund Point 1 Highest AUM (₹9,227 Cr). Bottom quartile AUM (₹599 Cr). Bottom quartile AUM (₹1,345 Cr). Lower mid AUM (₹2,275 Cr). Upper mid AUM (₹2,939 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (13+ yrs). Established history (26+ yrs). Established history (17+ yrs). Established history (24+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (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: 6.51% (top quartile). 1Y return: 5.14% (upper mid). 1Y return: 4.22% (bottom quartile). 1Y return: 3.62% (bottom quartile). 1Y return: 4.99% (lower mid). Point 6 1M return: 0.33% (top quartile). 1M return: 0.08% (lower mid). 1M return: 0.33% (upper mid). 1M return: -0.38% (bottom quartile). 1M return: 0.03% (bottom quartile). Point 7 Sharpe: 0.18 (top quartile). Sharpe: -0.19 (upper mid). Sharpe: -0.40 (bottom quartile). Sharpe: -0.34 (bottom quartile). Sharpe: -0.20 (lower 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): 7.17% (upper mid). Yield to maturity (debt): 6.99% (bottom quartile). Yield to maturity (debt): 7.36% (top quartile). Yield to maturity (debt): 6.09% (bottom quartile). Yield to maturity (debt): 7.08% (lower mid). Point 10 Modified duration: 6.05 yrs (upper mid). Modified duration: 8.68 yrs (bottom quartile). Modified duration: 11.14 yrs (bottom quartile). Modified duration: 2.89 yrs (top quartile). Modified duration: 8.07 yrs (lower mid). ICICI Prudential Gilt Fund
Axis Gilt Fund
DSP Government Securities Fund
Bandhan Government Securities Fund - Investment Plan
HDFC Gilt Fund
ਸਰਵੋਤਮ ਹਾਈਬ੍ਰਿਡ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਹਮਲਾਵਰ, ਕੰਜ਼ਰਵੇਟਿਵ, ਆਰਬਿਟਰੇਜ, ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ, ਮਲਟੀ ਐਸੇਟ, ਇਕੁਇਟੀ ਸੇਵਿੰਗਸ ਅਤੇ ਹੱਲ ਮੁਖੀਹਾਈਬ੍ਰਿਡ ਸਕੀਮਾਂ।
ਚੋਟੀ ਦੇ 5 ਸੰਤੁਲਿਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹79.8664
↑ 0.05 ₹6,551 6.3 6.6 10.1 20.2 15 11.1 ICICI Prudential Equity and Debt Fund Growth ₹413.78
↓ -0.13 ₹49,223 3.1 5 13.5 19.9 21.5 13.3 ICICI Prudential Multi-Asset Fund Growth ₹824.224
↑ 0.14 ₹75,067 5.5 8.3 17.1 19.7 21.6 18.6 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.96
↓ -0.03 ₹1,321 2.2 0.7 -1 18.9 19.4 -0.9 JM Equity Hybrid Fund Growth ₹120.262
↓ -0.14 ₹811 -0.7 -2.3 -1.6 18.4 16.5 -3.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Multi Asset Fund ICICI Prudential Equity and Debt Fund ICICI Prudential Multi-Asset Fund BOI AXA Mid and Small Cap Equity and Debt Fund JM Equity Hybrid Fund Point 1 Lower mid AUM (₹6,551 Cr). Upper mid AUM (₹49,223 Cr). Highest AUM (₹75,067 Cr). Bottom quartile AUM (₹1,321 Cr). Bottom quartile AUM (₹811 Cr). Point 2 Established history (17+ yrs). Established history (26+ yrs). Established history (23+ yrs). Established history (9+ yrs). Oldest track record among peers (30 yrs). Point 3 Rating: 1★ (lower mid). Top rated. Rating: 2★ (upper mid). Not Rated. Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.99% (bottom quartile). 5Y return: 21.49% (upper mid). 5Y return: 21.55% (top quartile). 5Y return: 19.40% (lower mid). 5Y return: 16.54% (bottom quartile). Point 6 3Y return: 20.19% (top quartile). 3Y return: 19.87% (upper mid). 3Y return: 19.67% (lower mid). 3Y return: 18.91% (bottom quartile). 3Y return: 18.38% (bottom quartile). Point 7 1Y return: 10.11% (lower mid). 1Y return: 13.54% (upper mid). 1Y return: 17.15% (top quartile). 1Y return: -0.97% (bottom quartile). 1Y return: -1.56% (bottom quartile). Point 8 1M return: 0.62% (lower mid). 1M return: 0.37% (bottom quartile). 1M return: 1.25% (upper mid). 1M return: 3.56% (top quartile). 1M return: -0.23% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 4.08 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -9.12 (bottom quartile). Point 10 Sharpe: 0.48 (lower mid). Sharpe: 0.65 (upper mid). Sharpe: 1.32 (top quartile). Sharpe: -0.30 (bottom quartile). Sharpe: -0.55 (bottom quartile). UTI Multi Asset Fund
ICICI Prudential Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
JM Equity Hybrid Fund
ਸਿਖਰ ਦੇ 5 ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Equity and Debt Fund Growth ₹413.78
↓ -0.13 ₹49,223 3.1 5 13.5 19.9 21.5 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.96
↓ -0.03 ₹1,321 2.2 0.7 -1 18.9 19.4 -0.9 JM Equity Hybrid Fund Growth ₹120.262
↓ -0.14 ₹811 -0.7 -2.3 -1.6 18.4 16.5 -3.1 UTI Hybrid Equity Fund Growth ₹419.463
↓ -0.94 ₹6,718 4.6 2.4 5.8 17 16.7 6.4 DSP Equity and Bond Fund Growth ₹364.799
↓ -0.06 ₹12,105 2.2 0.9 5.4 16.6 13.3 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 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 JM Equity Hybrid Fund UTI Hybrid Equity Fund DSP Equity and Bond Fund Point 1 Highest AUM (₹49,223 Cr). Bottom quartile AUM (₹1,321 Cr). Bottom quartile AUM (₹811 Cr). Lower mid AUM (₹6,718 Cr). Upper mid AUM (₹12,105 Cr). Point 2 Established history (26+ yrs). Established history (9+ yrs). Established history (30+ yrs). Oldest track record among peers (31 yrs). Established history (26+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (bottom quartile). Rating: 3★ (lower mid). 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: 21.49% (top quartile). 5Y return: 19.40% (upper mid). 5Y return: 16.54% (bottom quartile). 5Y return: 16.71% (lower mid). 5Y return: 13.34% (bottom quartile). Point 6 3Y return: 19.87% (top quartile). 3Y return: 18.91% (upper mid). 3Y return: 18.38% (lower mid). 3Y return: 16.98% (bottom quartile). 3Y return: 16.62% (bottom quartile). Point 7 1Y return: 13.54% (top quartile). 1Y return: -0.97% (bottom quartile). 1Y return: -1.56% (bottom quartile). 1Y return: 5.77% (upper mid). 1Y return: 5.37% (lower mid). Point 8 1M return: 0.37% (lower mid). 1M return: 3.56% (top quartile). 1M return: -0.23% (bottom quartile). 1M return: 0.56% (upper mid). 1M return: -0.18% (bottom quartile). Point 9 Alpha: 4.08 (top quartile). Alpha: 0.00 (upper mid). Alpha: -9.12 (bottom quartile). Alpha: -1.95 (bottom quartile). Alpha: -1.73 (lower mid). Point 10 Sharpe: 0.65 (top quartile). Sharpe: -0.30 (bottom quartile). Sharpe: -0.55 (bottom quartile). Sharpe: 0.00 (lower mid). Sharpe: 0.00 (upper mid). ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
JM Equity Hybrid Fund
UTI Hybrid Equity Fund
DSP Equity and Bond Fund
ਚੋਟੀ ਦੇ 5 ਕੰਜ਼ਰਵੇਟਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹79.8664
↑ 0.05 ₹6,551 6.3 6.6 10.1 20.2 15 11.1 ICICI Prudential Equity and Debt Fund Growth ₹413.78
↓ -0.13 ₹49,223 3.1 5 13.5 19.9 21.5 13.3 ICICI Prudential Multi-Asset Fund Growth ₹824.224
↑ 0.14 ₹75,067 5.5 8.3 17.1 19.7 21.6 18.6 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.96
↓ -0.03 ₹1,321 2.2 0.7 -1 18.9 19.4 -0.9 JM Equity Hybrid Fund Growth ₹120.262
↓ -0.14 ₹811 -0.7 -2.3 -1.6 18.4 16.5 -3.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Multi Asset Fund ICICI Prudential Equity and Debt Fund ICICI Prudential Multi-Asset Fund BOI AXA Mid and Small Cap Equity and Debt Fund JM Equity Hybrid Fund Point 1 Lower mid AUM (₹6,551 Cr). Upper mid AUM (₹49,223 Cr). Highest AUM (₹75,067 Cr). Bottom quartile AUM (₹1,321 Cr). Bottom quartile AUM (₹811 Cr). Point 2 Established history (17+ yrs). Established history (26+ yrs). Established history (23+ yrs). Established history (9+ yrs). Oldest track record among peers (30 yrs). Point 3 Rating: 1★ (lower mid). Top rated. Rating: 2★ (upper mid). Not Rated. Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.99% (bottom quartile). 5Y return: 21.49% (upper mid). 5Y return: 21.55% (top quartile). 5Y return: 19.40% (lower mid). 5Y return: 16.54% (bottom quartile). Point 6 3Y return: 20.19% (top quartile). 3Y return: 19.87% (upper mid). 3Y return: 19.67% (lower mid). 3Y return: 18.91% (bottom quartile). 3Y return: 18.38% (bottom quartile). Point 7 1Y return: 10.11% (lower mid). 1Y return: 13.54% (upper mid). 1Y return: 17.15% (top quartile). 1Y return: -0.97% (bottom quartile). 1Y return: -1.56% (bottom quartile). Point 8 1M return: 0.62% (lower mid). 1M return: 0.37% (bottom quartile). 1M return: 1.25% (upper mid). 1M return: 3.56% (top quartile). 1M return: -0.23% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 4.08 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -9.12 (bottom quartile). Point 10 Sharpe: 0.48 (lower mid). Sharpe: 0.65 (upper mid). Sharpe: 1.32 (top quartile). Sharpe: -0.30 (bottom quartile). Sharpe: -0.55 (bottom quartile). UTI Multi Asset Fund
ICICI Prudential Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
JM Equity Hybrid Fund
ਚੋਟੀ ਦੇ 5 ਆਰਬਿਟਰੇਜ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Arbitrage Fund Growth ₹38.5896
↓ 0.00 ₹72,774 1.6 2.8 6.3 7.2 6 6.4 SBI Arbitrage Opportunities Fund Growth ₹34.8334
↓ -0.01 ₹41,083 1.6 2.9 6.5 7.2 6 6.5 UTI Arbitrage Fund Growth ₹36.1152
↓ -0.01 ₹10,720 1.7 2.9 6.5 7.1 5.9 6.5 Invesco India Arbitrage Fund Growth ₹32.888
↑ 0.00 ₹27,562 1.7 3 6.4 7.1 6 6.5 HDFC Arbitrage Fund Growth ₹31.557
↓ -0.01 ₹23,551 1.6 2.9 6.3 7.1 5.8 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund SBI Arbitrage Opportunities Fund UTI Arbitrage Fund Invesco India Arbitrage Fund HDFC Arbitrage Fund Point 1 Highest AUM (₹72,774 Cr). Upper mid AUM (₹41,083 Cr). Bottom quartile AUM (₹10,720 Cr). Lower mid AUM (₹27,562 Cr). Bottom quartile AUM (₹23,551 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 6.04% (top quartile). 5Y return: 6.03% (upper mid). 5Y return: 5.88% (bottom quartile). 5Y return: 6.02% (lower mid). 5Y return: 5.81% (bottom quartile). Point 6 3Y return: 7.20% (top quartile). 3Y return: 7.17% (upper mid). 3Y return: 7.15% (lower mid). 3Y return: 7.13% (bottom quartile). 3Y return: 7.08% (bottom quartile). Point 7 1Y return: 6.31% (bottom quartile). 1Y return: 6.51% (upper mid). 1Y return: 6.52% (top quartile). 1Y return: 6.43% (lower mid). 1Y return: 6.33% (bottom quartile). Point 8 1M return: 0.57% (bottom quartile). 1M return: 0.56% (bottom quartile). 1M return: 0.60% (top quartile). 1M return: 0.59% (upper mid). 1M return: 0.59% (lower 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: 0.89 (bottom quartile). Sharpe: 1.23 (top quartile). Sharpe: 1.22 (upper mid). Sharpe: 1.03 (lower mid). Sharpe: 0.71 (bottom quartile). Kotak Equity Arbitrage Fund
SBI Arbitrage Opportunities Fund
UTI Arbitrage Fund
Invesco India Arbitrage Fund
HDFC Arbitrage Fund
ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Dynamic Equity Fund Growth ₹21.74 ₹3,810 3.8 2.9 6.3 15 11.5 7 ICICI Prudential Balanced Advantage Fund Growth ₹78.07
↓ -0.05 ₹69,868 3.5 5.2 12.4 14 12.7 12.2 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹110.32
↓ -0.13 ₹8,800 3.9 2.7 9.6 13.3 11.3 10.1 Edelweiss Balanced Advantage Fund Growth ₹53.05
↑ 0.03 ₹13,411 3.9 3.4 6.5 13.2 11.5 7 DSP Dynamic Asset Allocation Fund Growth ₹28.597
↑ 0.02 ₹3,690 3 3.7 7.9 12.9 9.3 8.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Edelweiss Balanced Advantage Fund DSP Dynamic Asset Allocation Fund Point 1 Bottom quartile AUM (₹3,810 Cr). Highest AUM (₹69,868 Cr). Lower mid AUM (₹8,800 Cr). Upper mid AUM (₹13,411 Cr). Bottom quartile AUM (₹3,690 Cr). Point 2 Established history (8+ yrs). Established history (19+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (11+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). 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: Moderate. Point 5 5Y return: 11.53% (lower mid). 5Y return: 12.72% (top quartile). 5Y return: 11.31% (bottom quartile). 5Y return: 11.53% (upper mid). 5Y return: 9.28% (bottom quartile). Point 6 3Y return: 14.99% (top quartile). 3Y return: 14.02% (upper mid). 3Y return: 13.32% (lower mid). 3Y return: 13.16% (bottom quartile). 3Y return: 12.89% (bottom quartile). Point 7 1Y return: 6.26% (bottom quartile). 1Y return: 12.44% (top quartile). 1Y return: 9.64% (upper mid). 1Y return: 6.49% (bottom quartile). 1Y return: 7.87% (lower mid). Point 8 1M return: 0.46% (bottom quartile). 1M return: 0.62% (upper mid). 1M return: 0.61% (lower mid). 1M return: 1.03% (top quartile). 1M return: 0.41% (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: 0.07 (bottom quartile). Sharpe: 0.82 (top quartile). Sharpe: 0.34 (upper mid). Sharpe: 0.07 (bottom quartile). Sharpe: 0.33 (lower mid). Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund
Edelweiss Balanced Advantage Fund
DSP Dynamic Asset Allocation Fund
ਚੋਟੀ ਦੇ 5 ਮਲਟੀ ਐਸੇਟ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹79.8664
↑ 0.05 ₹6,551 6.3 6.6 10.1 20.2 15 11.1 ICICI Prudential Multi-Asset Fund Growth ₹824.224
↑ 0.14 ₹75,067 5.5 8.3 17.1 19.7 21.6 18.6 SBI Multi Asset Allocation Fund Growth ₹65.6615
↓ -0.09 ₹12,466 7 9.9 18 18.4 14.4 18.6 Edelweiss Multi Asset Allocation Fund Growth ₹65.25
↓ -0.04 ₹3,413 2.4 1.6 5.1 17 16.1 6 Axis Triple Advantage Fund Growth ₹44.7609
↑ 0.08 ₹1,786 6.8 11.5 15.5 15.3 11.7 15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund SBI Multi Asset Allocation Fund Edelweiss Multi Asset Allocation Fund Axis Triple Advantage Fund Point 1 Lower mid AUM (₹6,551 Cr). Highest AUM (₹75,067 Cr). Upper mid AUM (₹12,466 Cr). Bottom quartile AUM (₹3,413 Cr). Bottom quartile AUM (₹1,786 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (15+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.99% (lower mid). 5Y return: 21.55% (top quartile). 5Y return: 14.36% (bottom quartile). 5Y return: 16.12% (upper mid). 5Y return: 11.68% (bottom quartile). Point 6 3Y return: 20.19% (top quartile). 3Y return: 19.67% (upper mid). 3Y return: 18.35% (lower mid). 3Y return: 17.01% (bottom quartile). 3Y return: 15.35% (bottom quartile). Point 7 1Y return: 10.11% (bottom quartile). 1Y return: 17.15% (upper mid). 1Y return: 18.05% (top quartile). 1Y return: 5.12% (bottom quartile). 1Y return: 15.53% (lower mid). Point 8 1M return: 0.62% (bottom quartile). 1M return: 1.25% (lower mid). 1M return: 2.12% (upper mid). 1M return: 1.02% (bottom quartile). 1M return: 2.82% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.39 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.48 (bottom quartile). Sharpe: 1.32 (top quartile). Sharpe: 1.17 (upper mid). Sharpe: 0.15 (bottom quartile). Sharpe: 0.73 (lower mid). UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
SBI Multi Asset Allocation Fund
Edelweiss Multi Asset Allocation Fund
Axis Triple Advantage Fund
ਚੋਟੀ ਦੇ 5 ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Savings Fund Growth ₹27.3768
↑ 0.00 ₹9,422 2.1 4.6 8.5 11.8 10.6 7.9 Edelweiss Equity Savings Fund Growth ₹26.1352
↓ -0.03 ₹1,106 2.1 3.5 7.5 11.5 9.7 8 SBI Equity Savings Fund Growth ₹24.3934
↓ -0.05 ₹5,997 1.7 1.1 4.9 11.5 9.6 5 Axis Equity Saver Fund Growth ₹22.8
↓ -0.03 ₹931 2.6 3 5.2 10.6 8.6 5.4 HDFC Equity Savings Fund Growth ₹68.118
↑ 0.04 ₹5,904 2.4 3 6.6 10.4 10.5 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Savings Fund Edelweiss Equity Savings Fund SBI Equity Savings Fund Axis Equity Saver Fund HDFC Equity Savings Fund Point 1 Highest AUM (₹9,422 Cr). Bottom quartile AUM (₹1,106 Cr). Upper mid AUM (₹5,997 Cr). Bottom quartile AUM (₹931 Cr). Lower mid AUM (₹5,904 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Established history (10+ yrs). Established history (10+ yrs). Oldest track record among peers (21 yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. 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: 10.57% (top quartile). 5Y return: 9.65% (lower mid). 5Y return: 9.55% (bottom quartile). 5Y return: 8.62% (bottom quartile). 5Y return: 10.53% (upper mid). Point 6 3Y return: 11.80% (top quartile). 3Y return: 11.50% (upper mid). 3Y return: 11.50% (lower mid). 3Y return: 10.57% (bottom quartile). 3Y return: 10.38% (bottom quartile). Point 7 1Y return: 8.55% (top quartile). 1Y return: 7.54% (upper mid). 1Y return: 4.90% (bottom quartile). 1Y return: 5.16% (bottom quartile). 1Y return: 6.65% (lower mid). Point 8 1M return: 0.65% (upper mid). 1M return: 0.86% (top quartile). 1M return: 0.11% (bottom quartile). 1M return: 0.40% (bottom quartile). 1M return: 0.44% (lower 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: 0.17 (upper mid). Sharpe: 0.72 (top quartile). Sharpe: -0.05 (bottom quartile). Sharpe: -0.11 (bottom quartile). Sharpe: 0.03 (lower mid). Kotak Equity Savings Fund
Edelweiss Equity Savings Fund
SBI Equity Savings Fund
Axis Equity Saver Fund
HDFC Equity Savings Fund
ਚੋਟੀ ਦੀਆਂ 5 ਹੱਲ ਓਰੀਐਂਟਿਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹52.141
↑ 0.03 ₹7,055 3.1 1.5 4.6 18.3 20.1 5.2 ICICI Prudential Child Care Plan (Gift) Growth ₹333.18
↓ -0.30 ₹1,424 1.4 -0.8 9.8 18.3 15.6 8.3 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹39.748
↓ -0.02 ₹1,748 2.8 1.5 5.2 14.7 14.3 5.4 Tata Retirement Savings Fund - Progressive Growth ₹65.2335
↓ -0.18 ₹2,129 2 -2.7 -2.7 15.8 12.4 -1.2 Tata Retirement Savings Fund-Moderate Growth ₹64.7663
↓ -0.16 ₹2,191 2 -1.3 -0.1 14.8 11.9 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Retirement Savings Fund - Equity Plan ICICI Prudential Child Care Plan (Gift) HDFC Retirement Savings Fund - Hybrid - Equity Plan Tata Retirement Savings Fund - Progressive Tata Retirement Savings Fund-Moderate Point 1 Highest AUM (₹7,055 Cr). Bottom quartile AUM (₹1,424 Cr). Bottom quartile AUM (₹1,748 Cr). Lower mid AUM (₹2,129 Cr). Upper mid AUM (₹2,191 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (24 yrs). Established history (9+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 5★ (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: 20.11% (top quartile). 5Y return: 15.58% (upper mid). 5Y return: 14.26% (lower mid). 5Y return: 12.37% (bottom quartile). 5Y return: 11.85% (bottom quartile). Point 6 3Y return: 18.30% (upper mid). 3Y return: 18.33% (top quartile). 3Y return: 14.72% (bottom quartile). 3Y return: 15.76% (lower mid). 3Y return: 14.81% (bottom quartile). Point 7 1Y return: 4.65% (lower mid). 1Y return: 9.82% (top quartile). 1Y return: 5.17% (upper mid). 1Y return: -2.69% (bottom quartile). 1Y return: -0.11% (bottom quartile). Point 8 1M return: 0.46% (upper mid). 1M return: 0.49% (top quartile). 1M return: 0.45% (lower mid). 1M return: -0.15% (bottom quartile). 1M return: -0.05% (bottom quartile). Point 9 Alpha: -1.82 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -5.96 (bottom quartile). Alpha: 0.00 (lower mid). Point 10 Sharpe: -0.06 (upper mid). Sharpe: 0.16 (top quartile). Sharpe: -0.14 (lower mid). Sharpe: -0.26 (bottom quartile). Sharpe: -0.21 (bottom quartile). HDFC Retirement Savings Fund - Equity Plan
ICICI Prudential Child Care Plan (Gift)
HDFC Retirement Savings Fund - Hybrid - Equity Plan
Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund-Moderate
ਚੋਟੀ ਦੇ 5 ਗੋਲਡ ਫੰਡ 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Regular Gold Savings Fund Growth ₹42.2246
↑ 0.10 ₹3,987 14.2 40.1 74.8 33.4 20 72 SBI Gold Fund Growth ₹39.8603
↑ 0.08 ₹9,324 16.2 39.4 73.2 33.2 20 71.5 IDBI Gold Fund Growth ₹35.3201
↓ -0.07 ₹524 14.7 39.1 72.8 33.1 20.4 79 Axis Gold Fund Growth ₹39.727
↑ 0.08 ₹1,954 16.9 39.5 72.6 33 20.1 69.8 Kotak Gold Fund Growth ₹52.2947
↑ 0.17 ₹4,811 14 39.5 74 32.9 19.7 70.4 HDFC Gold Fund Growth ₹40.7401
↑ 0.08 ₹7,633 16.2 39.4 73.1 32.8 19.9 71.3 Aditya Birla Sun Life Gold Fund Growth ₹39.6515
↑ 0.18 ₹1,136 15.7 38.6 72.8 32.8 20 72 Nippon India Gold Savings Fund Growth ₹52.1438
↑ 0.10 ₹4,849 16.2 39.3 72.9 32.7 19.8 71.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 8 Funds showcased
Commentary ICICI Prudential Regular Gold Savings Fund SBI Gold Fund IDBI Gold Fund Axis Gold Fund Kotak Gold Fund HDFC Gold Fund Aditya Birla Sun Life Gold Fund Nippon India Gold Savings Fund Point 1 Lower mid AUM (₹3,987 Cr). Highest AUM (₹9,324 Cr). Bottom quartile AUM (₹524 Cr). Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹4,811 Cr). Top quartile AUM (₹7,633 Cr). Bottom quartile AUM (₹1,136 Cr). Upper mid AUM (₹4,849 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (14+ yrs). Point 3 Rating: 1★ (upper mid). Rating: 2★ (top quartile). Not Rated. Rating: 1★ (lower mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Top 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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.97% (lower mid). 5Y return: 20.04% (upper mid). 5Y return: 20.40% (top quartile). 5Y return: 20.13% (top quartile). 5Y return: 19.68% (bottom quartile). 5Y return: 19.89% (lower mid). 5Y return: 20.00% (upper mid). 5Y return: 19.77% (bottom quartile). Point 6 3Y return: 33.40% (top quartile). 3Y return: 33.16% (top quartile). 3Y return: 33.12% (upper mid). 3Y return: 32.96% (upper mid). 3Y return: 32.88% (lower mid). 3Y return: 32.76% (lower mid). 3Y return: 32.75% (bottom quartile). 3Y return: 32.73% (bottom quartile). Point 7 1Y return: 74.84% (top quartile). 1Y return: 73.21% (upper mid). 1Y return: 72.84% (lower mid). 1Y return: 72.61% (bottom quartile). 1Y return: 74.00% (top quartile). 1Y return: 73.05% (upper mid). 1Y return: 72.75% (bottom quartile). 1Y return: 72.88% (lower mid). Point 8 1M return: 5.88% (top quartile). 1M return: 5.58% (bottom quartile). 1M return: 5.56% (bottom quartile). 1M return: 5.84% (top quartile). 1M return: 5.84% (upper mid). 1M return: 5.73% (upper mid). 1M return: 5.67% (lower mid). 1M return: 5.61% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 3.47 (bottom quartile). Sharpe: 3.54 (lower mid). Sharpe: 3.44 (bottom quartile). Sharpe: 3.58 (upper mid). Sharpe: 3.76 (top quartile). Sharpe: 3.54 (lower mid). Sharpe: 3.57 (upper mid). Sharpe: 3.61 (top quartile). ICICI Prudential Regular Gold Savings Fund
SBI Gold Fund
IDBI Gold Fund
Axis Gold Fund
Kotak Gold Fund
HDFC Gold Fund
Aditya Birla Sun Life Gold Fund
Nippon India Gold Savings Fund
1 ਮਹੀਨੇ ਦੇ ਪ੍ਰਦਰਸ਼ਨ 'ਤੇ ਆਧਾਰਿਤ ਸਰਵੋਤਮ ਮਿਉਚੁਅਲ ਫੰਡ
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Research Highlights for Franklin India Short Term Income Plan - Retail Plan Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on "The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. Research Highlights for DSP World Mining Fund Below is the key information for DSP World Mining Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Research Highlights for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. Research Highlights for DSP Natural Resources and New Energy Fund Below is the key information for DSP Natural Resources and New Energy Fund Returns up to 1 year are on 1. Franklin India Short Term Income Plan - Retail Plan
Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,501 31 Dec 22 ₹12,490 31 Dec 23 ₹13,354 31 Dec 24 ₹13,354
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (05 Jan 26) ₹54.7098 ↑ 1.95 (3.70 %) Net Assets (Cr) ₹1,689 on 30 Nov 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 2.51 Information Ratio -1.02 Alpha Ratio -4.29 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹9,101 31 Dec 22 ₹8,405 31 Dec 23 ₹8,991 31 Dec 24 ₹10,424 31 Dec 25 ₹27,842 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 10.2% 3 Month 21.5% 6 Month 77.9% 1 Year 163.6% 3 Year 47.9% 5 Year 21.9% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 167.1% 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.76 Yr. Data below for DSP World Gold Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Basic Materials 93.58% Asset Allocation
Asset Class Value Cash 3.5% Equity 93.84% Debt 0.01% Other 2.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -74% ₹1,246 Cr 1,278,985
↓ -68,948 VanEck Gold Miners ETF
- | GDX25% ₹427 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹24 Cr Net Receivables/Payables
Net Current Assets | -0% -₹8 Cr 3. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (05 Jan 26) ₹27.8759 ↑ 0.82 (3.03 %) Net Assets (Cr) ₹181 on 30 Nov 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 1.75 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,803 31 Dec 22 ₹13,238 31 Dec 23 ₹13,240 31 Dec 24 ₹12,171 31 Dec 25 ₹21,791 Returns for DSP World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 10% 3 Month 21% 6 Month 57.6% 1 Year 83.6% 3 Year 19.5% 5 Year 16.7% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 79% 2023 -8.1% 2022 0% 2021 12.2% 2020 18% 2019 34.9% 2018 21.5% 2017 -9.4% 2016 21.1% 2015 49.7% Fund Manager information for DSP World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.76 Yr. Data below for DSP World Mining Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Basic Materials 96.07% Energy 1.35% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.49% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹180 Cr 193,620 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹2 Cr Net Receivables/Payables
Net Current Assets | -0% -₹1 Cr 4. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,266 31 Dec 22 ₹14,281 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (05 Jan 26) ₹102.004 ↓ -0.18 (-0.18 %) Net Assets (Cr) ₹1,467 on 30 Nov 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.1 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹14,280 31 Dec 22 ₹15,680 31 Dec 23 ₹20,570 31 Dec 24 ₹23,429 31 Dec 25 ₹27,530 Returns for DSP Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 6.7% 3 Month 8.1% 6 Month 12.2% 1 Year 17.1% 3 Year 20.9% 5 Year 22% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 13.9% 2022 31.2% 2021 9.8% 2020 42.8% 2019 11.5% 2018 4.4% 2017 -15.3% 2016 43.1% 2015 43.1% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 13.43 Yr. Data below for DSP Natural Resources and New Energy Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Energy 42.53% Basic Materials 39.64% Utility 9.3% Industrials 2.36% Technology 1.78% Consumer Cyclical 0.06% Asset Allocation
Asset Class Value Cash 4.32% Equity 95.68% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003129% ₹133 Cr 5,470,562
↑ 143,662 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL9% ₹130 Cr 1,244,187 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL9% ₹125 Cr 7,456,242 BGF Sustainable Energy I2
Investment Fund | -6% ₹94 Cr 443,474 BGF World Energy I2
Investment Fund | -6% ₹94 Cr 334,870 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO5% ₹77 Cr 952,790 Hindustan Zinc Ltd (Basic Materials)
Equity, Since 31 Mar 09 | HINDZINC5% ₹74 Cr 1,516,403 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | BPCL5% ₹72 Cr 1,998,861
↓ -204,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | NATIONALUM4% ₹63 Cr 2,439,055 Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 18 | PETRONET4% ₹62 Cr 2,278,481
↑ 828,529
ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
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ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਮਾਰਟ ਸੁਝਾਅ: ਇੱਕਮੁਸ਼ਤ ਅਤੇ SIP ਨਿਵੇਸ਼
ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਇੱਕ ਸੰਪੂਰਣ ਤਰੀਕਾ ਇਸਦੇ ਗੁਣਾਤਮਕ ਅਤੇ ਗਿਣਾਤਮਕ ਮਾਪਾਂ ਨੂੰ ਦੇਖਣਾ ਹੈ, ਜਿਵੇਂ ਕਿ:
1. ਸਕੀਮ ਸੰਪਤੀ ਦਾ ਆਕਾਰ
ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਹਮੇਸ਼ਾ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਣਾ ਚਾਹੀਦਾ ਹੈ ਜੋ ਨਾ ਤਾਂ ਬਹੁਤ ਵੱਡਾ ਹੋਵੇ ਅਤੇ ਨਾ ਹੀ ਆਕਾਰ ਵਿੱਚ ਬਹੁਤ ਛੋਟਾ ਹੋਵੇ। ਹਾਲਾਂਕਿ ਫੰਡ ਦੇ ਆਕਾਰ ਦੇ ਵਿਚਕਾਰ ਕੋਈ ਸੰਪੂਰਨ ਪਰਿਭਾਸ਼ਾ ਅਤੇ ਸਬੰਧ ਨਹੀਂ ਹੈ, ਇਹ ਕਿਹਾ ਜਾਂਦਾ ਹੈ ਕਿ ਦੋਵੇਂ ਬਹੁਤ ਛੋਟੇ ਜਾਂ ਬਹੁਤ ਵੱਡੇ, ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਵਿੱਚ ਰੁਕਾਵਟ ਪਾ ਸਕਦੇ ਹਨ। ਕਿਸੇ ਵੀ ਸਕੀਮ ਵਿੱਚ ਘੱਟ ਸੰਪਤੀ ਅੰਡਰ ਮੈਨੇਜਮੈਂਟ (ਏਯੂਐਮ) ਬਹੁਤ ਜੋਖਮ ਭਰਿਆ ਹੁੰਦਾ ਹੈ ਕਿਉਂਕਿ ਤੁਸੀਂ ਨਹੀਂ ਜਾਣਦੇ ਕਿ ਨਿਵੇਸ਼ਕ ਕੌਣ ਹਨ ਅਤੇ ਉਹਨਾਂ ਨੇ ਕਿਸੇ ਖਾਸ ਸਕੀਮ ਵਿੱਚ ਕਿੰਨੀ ਮਾਤਰਾ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਹੈ। ਇਸ ਤਰ੍ਹਾਂ, ਫੰਡ ਦੀ ਚੋਣ ਕਰਦੇ ਸਮੇਂ, ਉਸ ਲਈ ਜਾਣ ਦੀ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈ ਜਿਸਦੀ ਏਯੂਐਮ ਲਗਭਗ ਸ਼੍ਰੇਣੀ ਦੇ ਸਮਾਨ ਹੈ।
2. ਫੰਡ ਪ੍ਰਦਰਸ਼ਨ
ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਲਈ ਫੰਡ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਦਾ ਨਿਰਪੱਖ ਮੁਲਾਂਕਣ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ। ਨਾਲ ਹੀ, ਇੱਕ ਅਜਿਹੀ ਸਕੀਮ ਲਈ ਜਾਣ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਜੋ ਲਗਾਤਾਰ 4-5 ਸਾਲਾਂ ਵਿੱਚ ਇਸਦੇ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਂਦੀ ਹੈ, ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇਹ ਜਾਂਚ ਕਰਨ ਲਈ ਹਰੇਕ ਮਿਆਦ ਨੂੰ ਦੇਖਣਾ ਚਾਹੀਦਾ ਹੈ ਕਿ ਫੰਡ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਣ ਦੇ ਯੋਗ ਹੈ ਜਾਂ ਨਹੀਂ।
3. ਕੁੱਲ ਖਰਚ ਅਨੁਪਾਤ
ਨਿਵੇਸ਼ਕ ਜੋ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਉਹਨਾਂ ਨੂੰ ਸੰਪਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀ ਦੁਆਰਾ ਚਾਰਜ ਕੀਤੇ ਜਾਣ ਵਾਲੇ ਕੁਝ ਖਰਚੇ ਜਿਵੇਂ ਪ੍ਰਬੰਧਨ ਫੀਸ, ਸੰਚਾਲਨ ਲਾਗਤਾਂ ਆਦਿ ਨੂੰ ਸਹਿਣ ਕਰਨਾ ਪੈਂਦਾ ਹੈ।ਏ.ਐਮ.ਸੀ). ਕਈ ਵਾਰ, ਨਿਵੇਸ਼ਕ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਂਦੇ ਹਨ ਜਿਸਦਾ ਖਰਚਾ ਅਨੁਪਾਤ ਘੱਟ ਹੁੰਦਾ ਹੈ, ਪਰ ਇਹ ਅਜਿਹੀ ਚੀਜ਼ ਹੈ ਜਿਸ ਨੂੰ ਹੋਰ ਮਹੱਤਵਪੂਰਨ ਕਾਰਕਾਂ ਜਿਵੇਂ ਕਿ ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ, ਆਦਿ ਨੂੰ ਛੱਡਣਾ ਨਹੀਂ ਚਾਹੀਦਾ।
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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