+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 ₹90.8381
↑ 0.90 ₹46,521 -0.5 -4.1 6.4 17.9 18.2 9.2 Invesco India Largecap Fund Growth ₹69.65
↑ 0.82 ₹1,537 0.2 -4.3 6.3 17.4 14.9 5.5 ICICI Prudential Bluechip Fund Growth ₹109.76
↑ 0.74 ₹69,948 -2.2 -4.2 4.5 16.9 15.9 11.3 Bandhan Large Cap Fund Growth ₹77.208
↑ 0.55 ₹1,821 -1.2 -4.1 6.1 16.4 13.7 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 Invesco India Largecap Fund ICICI Prudential Bluechip Fund Bandhan Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹46,521 Cr). Bottom quartile AUM (₹1,537 Cr). Highest AUM (₹69,948 Cr). Lower mid AUM (₹1,821 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 18.16% (top quartile). 5Y return: 14.87% (lower mid). 5Y return: 15.89% (upper mid). 5Y return: 13.68% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 17.89% (upper mid). 3Y return: 17.43% (lower mid). 3Y return: 16.88% (bottom quartile). 3Y return: 16.37% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.30% (lower mid). 1Y return: 4.47% (bottom quartile). 1Y return: 6.14% (bottom quartile). Point 8 Alpha: 2.11 (top quartile). Alpha: 0.82 (bottom quartile). Alpha: 0.93 (upper mid). Alpha: 0.19 (bottom quartile). Alpha: 0.86 (lower mid). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.49 (upper mid). Sharpe: -0.50 (bottom quartile). Sharpe: -0.55 (bottom quartile). Sharpe: -0.49 (lower mid). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.17 (top quartile). Information ratio: 0.54 (bottom quartile). Information ratio: 1.02 (upper mid). Information ratio: 0.65 (lower mid). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
Invesco India Largecap Fund
ICICI Prudential Bluechip Fund
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 ₹93.2325
↑ 0.80 ₹31,047 -3.1 -11.8 1.7 22.3 24.2 -12.1 Invesco India Mid Cap Fund Growth ₹180.57
↑ 1.32 ₹9,895 3.4 -3.9 16 26.7 21.8 6.3 Edelweiss Mid Cap Fund Growth ₹103.835
↑ 0.64 ₹13,554 3.1 0.1 13.3 25.8 21.7 3.8 ICICI Prudential MidCap Fund Growth ₹330.02
↑ 1.16 ₹6,569 9.4 7.5 27.6 26.7 21.6 11.1 Sundaram Mid Cap Fund Growth ₹1,430.63
↑ 9.14 ₹11,898 3.5 -0.2 13.8 24.8 20.6 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund Point 1 Highest AUM (₹31,047 Cr). Bottom quartile AUM (₹9,895 Cr). Upper mid AUM (₹13,554 Cr). Bottom quartile AUM (₹6,569 Cr). Lower mid AUM (₹11,898 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). 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: 24.20% (top quartile). 5Y return: 21.79% (upper mid). 5Y return: 21.67% (lower mid). 5Y return: 21.56% (bottom quartile). 5Y return: 20.59% (bottom quartile). Point 6 3Y return: 22.27% (bottom quartile). 3Y return: 26.67% (upper mid). 3Y return: 25.79% (lower mid). 3Y return: 26.71% (top quartile). 3Y return: 24.77% (bottom quartile). Point 7 1Y return: 1.70% (bottom quartile). 1Y return: 15.97% (upper mid). 1Y return: 13.27% (bottom quartile). 1Y return: 27.64% (top quartile). 1Y return: 13.77% (lower mid). Point 8 Alpha: -16.24 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -0.08 (bottom quartile). Alpha: 8.43 (top quartile). Alpha: 0.04 (upper mid). Point 9 Sharpe: -1.08 (bottom quartile). Sharpe: -0.08 (upper mid). Sharpe: -0.12 (bottom quartile). Sharpe: 0.37 (top quartile). Sharpe: -0.12 (lower mid). Point 10 Information ratio: -0.23 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.31 (upper mid). Information ratio: 0.42 (top quartile). Information ratio: 0.22 (lower mid). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss 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 (%) Franklin India Smaller Companies Fund Growth ₹168.744
↑ 2.43 ₹11,724 6.2 -2.1 6 19 20.6 -8.4 DSP Small Cap Fund Growth ₹200.902
↑ 0.97 ₹15,300 8.3 3.4 16.1 21 20.3 -2.8 HDFC Small Cap Fund Growth ₹133.242
↑ 0.63 ₹33,724 1.2 -6.9 8.1 17.6 20 -0.6 Sundaram Small Cap Fund Growth ₹265.469
↑ 3.02 ₹2,983 5.7 -0.5 13 20.6 19.6 0.4 IDBI Small Cap Fund Growth ₹30.2522
↑ 0.09 ₹552 11.6 -0.8 6.1 18.8 19.2 -13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Smaller Companies Fund DSP Small Cap Fund HDFC Small Cap Fund Sundaram Small Cap Fund IDBI Small Cap Fund Point 1 Lower mid AUM (₹11,724 Cr). Upper mid AUM (₹15,300 Cr). Highest AUM (₹33,724 Cr). Bottom quartile AUM (₹2,983 Cr). Bottom quartile AUM (₹552 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (21 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: 20.57% (top quartile). 5Y return: 20.35% (upper mid). 5Y return: 19.99% (lower mid). 5Y return: 19.65% (bottom quartile). 5Y return: 19.21% (bottom quartile). Point 6 3Y return: 19.02% (lower mid). 3Y return: 21.01% (top quartile). 3Y return: 17.64% (bottom quartile). 3Y return: 20.56% (upper mid). 3Y return: 18.78% (bottom quartile). Point 7 1Y return: 5.98% (bottom quartile). 1Y return: 16.05% (top quartile). 1Y return: 8.08% (lower mid). 1Y return: 12.98% (upper mid). 1Y return: 6.07% (bottom quartile). Point 8 Alpha: -1.36 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 4.51 (top quartile). Alpha: -4.18 (bottom quartile). Point 9 Sharpe: -0.55 (bottom quartile). Sharpe: -0.05 (top quartile). Sharpe: -0.38 (lower mid). Sharpe: -0.20 (upper mid). Sharpe: -0.75 (bottom quartile). Point 10 Information ratio: -0.65 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.39 (lower mid). Information ratio: -0.61 (bottom quartile). Franklin India Smaller Companies Fund
DSP Small Cap Fund
HDFC 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 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹34.88
↑ 0.10 ₹1,016 9.8 4.5 20.6 22.4 15.4 3.5 Nippon India Multi Cap Fund Growth ₹299.111
↑ 2.50 ₹46,321 4.2 -2.7 8.6 21.4 22.2 4.1 Mahindra Badhat Yojana Growth ₹36.2704
↑ 0.11 ₹5,661 3.1 0.4 11 21.3 18.9 3.4 ICICI Prudential Multicap Fund Growth ₹822.31
↑ 5.16 ₹14,681 6.3 1.7 9.2 21.2 18.7 5.7 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 Aditya Birla Sun Life Manufacturing Equity Fund Nippon India Multi Cap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Bottom quartile AUM (₹382 Cr). Bottom quartile AUM (₹1,016 Cr). Highest AUM (₹46,321 Cr). Lower mid AUM (₹5,661 Cr). Upper mid AUM (₹14,681 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Established history (21+ yrs). Established history (8+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Rating: 2★ (lower mid). Not Rated. 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: 12.03% (bottom quartile). 5Y return: 15.45% (bottom quartile). 5Y return: 22.21% (top quartile). 5Y return: 18.90% (upper mid). 5Y return: 18.70% (lower mid). Point 6 3Y return: 22.73% (top quartile). 3Y return: 22.37% (upper mid). 3Y return: 21.39% (lower mid). 3Y return: 21.35% (bottom quartile). 3Y return: 21.21% (bottom quartile). Point 7 1Y return: 13.54% (upper mid). 1Y return: 20.60% (top quartile). 1Y return: 8.61% (bottom quartile). 1Y return: 11.04% (lower mid). 1Y return: 9.19% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.48 (upper mid). Alpha: 2.90 (top quartile). Alpha: -1.27 (bottom quartile). Point 9 Sharpe: 1.01 (top quartile). Sharpe: 0.06 (upper mid). Sharpe: -0.40 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.52 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.49 (top quartile). Information ratio: 0.38 (upper mid). Information ratio: 0.23 (lower mid). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Nippon India Multi Cap Fund
Mahindra Badhat Yojana
ICICI Prudential 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 (%) Motilal Oswal Long Term Equity Fund Growth ₹53.0183
↑ 0.30 ₹3,969 9.6 -0.4 15 24.7 19.6 -9.1 SBI Magnum Tax Gain Fund Growth ₹435.28
↑ 3.54 ₹28,441 -1.2 -3.1 5.2 21.8 19.3 6.6 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 HDFC Tax Saver Fund Growth ₹1,384.05
↑ 11.09 ₹14,615 -3.6 -6.3 2.6 19.4 19.2 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund SBI Magnum Tax Gain Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund HDFC Tax Saver Fund Point 1 Lower mid AUM (₹3,969 Cr). Highest AUM (₹28,441 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹1,318 Cr). Upper mid AUM (₹14,615 Cr). Point 2 Established history (11+ yrs). Established history (18+ yrs). Established history (12+ yrs). Established history (25+ yrs). Oldest track record among peers (30 yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 3★ (upper mid). 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: 19.60% (top quartile). 5Y return: 19.26% (upper mid). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (bottom quartile). 5Y return: 19.21% (lower mid). Point 6 3Y return: 24.74% (top quartile). 3Y return: 21.85% (upper mid). 3Y return: 20.84% (lower mid). 3Y return: 20.64% (bottom quartile). 3Y return: 19.38% (bottom quartile). Point 7 1Y return: 15.03% (lower mid). 1Y return: 5.22% (bottom quartile). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 2.57% (bottom quartile). Point 8 Alpha: 1.62 (lower mid). Alpha: -1.33 (bottom quartile). Alpha: 1.78 (top quartile). Alpha: 1.75 (upper mid). Alpha: -1.80 (bottom quartile). Point 9 Sharpe: -0.25 (lower mid). Sharpe: -0.59 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (top quartile). Sharpe: -0.60 (bottom quartile). Point 10 Information ratio: 0.55 (lower mid). Information ratio: 1.57 (top quartile). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.86 (upper mid). Motilal Oswal Long Term Equity Fund
SBI Magnum Tax Gain Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
HDFC Tax Saver Fund
ਚੋਟੀ ਦੇ 5 ਸੈਕਟਰ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹36.4763
↑ 0.08 ₹5,891 8.3 10.3 18.9 32.9 29 11.3 Invesco India PSU Equity Fund Growth ₹68.85
↓ -0.06 ₹1,335 5.1 5.8 17.1 30.7 27.1 10.3 LIC MF Infrastructure Fund Growth ₹51.6039
↑ 0.21 ₹905 11.3 2.4 18 29.6 25.4 -3.7 Nippon India Power and Infra Fund Growth ₹374.18
↑ 0.99 ₹6,534 14.6 5.6 15.6 27.9 26.1 -0.5 DSP India T.I.G.E.R Fund Growth ₹340.756
↑ 1.47 ₹4,979 12.7 7 17.8 27.5 25.9 -2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund Invesco India PSU Equity Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund DSP India T.I.G.E.R Fund Point 1 Upper mid AUM (₹5,891 Cr). Bottom quartile AUM (₹1,335 Cr). Bottom quartile AUM (₹905 Cr). Highest AUM (₹6,534 Cr). Lower mid AUM (₹4,979 Cr). Point 2 Established history (15+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Not Rated. Top 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: 28.98% (top quartile). 5Y return: 27.11% (upper mid). 5Y return: 25.44% (bottom quartile). 5Y return: 26.12% (lower mid). 5Y return: 25.86% (bottom quartile). Point 6 3Y return: 32.89% (top quartile). 3Y return: 30.73% (upper mid). 3Y return: 29.60% (lower mid). 3Y return: 27.86% (bottom quartile). 3Y return: 27.50% (bottom quartile). Point 7 1Y return: 18.89% (top quartile). 1Y return: 17.05% (bottom quartile). 1Y return: 17.98% (upper mid). 1Y return: 15.61% (bottom quartile). 1Y return: 17.77% (lower mid). Point 8 Alpha: -1.15 (bottom quartile). Alpha: -6.00 (bottom quartile). Alpha: 2.02 (top quartile). Alpha: -0.88 (lower mid). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.27 (top quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.01 (lower mid). Sharpe: -0.19 (bottom quartile). Sharpe: -0.01 (bottom quartile). Point 10 Information ratio: -0.31 (bottom quartile). Information ratio: -0.79 (bottom quartile). Information ratio: 0.34 (upper mid). Information ratio: 0.38 (top quartile). Information ratio: 0.00 (lower mid). SBI PSU Fund
Invesco India PSU Equity Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
DSP India T.I.G.E.R 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 ₹226.616
↑ 1.85 ₹7,993 -0.4 -3.2 5.9 21.9 19 4.2 Aditya Birla Sun Life Pure Value Fund Growth ₹130.112
↑ 0.98 ₹5,639 3 3.3 12 20.5 16.9 2.6 HDFC Capital Builder Value Fund Growth ₹761.681
↑ 7.31 ₹6,588 0.5 -1 9.7 19.8 17.4 8.6 ICICI Prudential Value Discovery Fund Growth ₹471.4
↑ 3.41 ₹55,852 -3.1 -3.3 5.8 19 19.5 13.8 Tata Equity PE Fund Growth ₹352.721
↑ 2.06 ₹7,909 -0.2 -1.9 6.8 18.8 17.1 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Value Fund Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund ICICI Prudential Value Discovery Fund Tata Equity PE Fund Point 1 Upper mid AUM (₹7,993 Cr). Bottom quartile AUM (₹5,639 Cr). Bottom quartile AUM (₹6,588 Cr). Highest AUM (₹55,852 Cr). Lower mid AUM (₹7,909 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (21+ yrs). Established history (21+ yrs). Point 3 Not Rated. 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: 19.00% (upper mid). 5Y return: 16.88% (bottom quartile). 5Y return: 17.45% (lower mid). 5Y return: 19.46% (top quartile). 5Y return: 17.10% (bottom quartile). Point 6 3Y return: 21.92% (top quartile). 3Y return: 20.51% (upper mid). 3Y return: 19.75% (lower mid). 3Y return: 19.00% (bottom quartile). 3Y return: 18.81% (bottom quartile). Point 7 1Y return: 5.89% (bottom quartile). 1Y return: 11.97% (top quartile). 1Y return: 9.73% (upper mid). 1Y return: 5.85% (bottom quartile). 1Y return: 6.76% (lower mid). Point 8 Alpha: -0.79 (bottom quartile). Alpha: 1.05 (lower mid). Alpha: 3.06 (top quartile). Alpha: 1.21 (upper mid). Alpha: 0.79 (bottom quartile). Point 9 Sharpe: -0.54 (bottom quartile). Sharpe: -0.39 (lower mid). Sharpe: -0.28 (top quartile). Sharpe: -0.38 (upper mid). Sharpe: -0.42 (bottom quartile). Point 10 Information ratio: 1.54 (top quartile). Information ratio: 0.58 (bottom quartile). Information ratio: 1.00 (upper mid). Information ratio: 0.77 (lower mid). Information ratio: 0.75 (bottom quartile). Nippon India Value Fund
Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value Fund
ICICI Prudential Value Discovery 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 ₹93.91
↑ 0.99 ₹14,571 -2.3 -2.5 8.8 21.9 19.2 15.4 HDFC Focused 30 Fund Growth ₹230.56
↑ 2.06 ₹24,170 -2.6 -4.7 4.7 19.8 21.7 10.9 SBI Focused Equity Fund Growth ₹377.582
↑ 0.13 ₹39,739 1.8 2.4 13.9 18.7 15.2 15.7 DSP Focus Fund Growth ₹53.692
↑ 0.49 ₹2,295 -2.5 -3.3 2.6 18.4 12.8 7.3 Aditya Birla Sun Life Focused Equity Fund Growth ₹144.957
↑ 1.18 ₹7,132 -1.5 -1.1 8.7 17.3 14.2 10.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund SBI Focused Equity Fund DSP Focus Fund Aditya Birla Sun Life Focused Equity Fund Point 1 Lower mid AUM (₹14,571 Cr). Upper mid AUM (₹24,170 Cr). Highest AUM (₹39,739 Cr). Bottom quartile AUM (₹2,295 Cr). Bottom quartile AUM (₹7,132 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.15% (upper mid). 5Y return: 21.69% (top quartile). 5Y return: 15.15% (lower mid). 5Y return: 12.84% (bottom quartile). 5Y return: 14.23% (bottom quartile). Point 6 3Y return: 21.95% (top quartile). 3Y return: 19.78% (upper mid). 3Y return: 18.73% (lower mid). 3Y return: 18.40% (bottom quartile). 3Y return: 17.31% (bottom quartile). Point 7 1Y return: 8.84% (upper mid). 1Y return: 4.66% (bottom quartile). 1Y return: 13.95% (top quartile). 1Y return: 2.63% (bottom quartile). 1Y return: 8.70% (lower mid). Point 8 Alpha: 2.38 (upper mid). Alpha: -0.27 (bottom quartile). Alpha: 5.25 (top quartile). Alpha: -4.18 (bottom quartile). Alpha: 1.28 (lower mid). Point 9 Sharpe: -0.34 (upper mid). Sharpe: -0.49 (bottom quartile). Sharpe: -0.11 (top quartile). Sharpe: -0.75 (bottom quartile). Sharpe: -0.39 (lower mid). Point 10 Information ratio: 1.25 (top quartile). Information ratio: 0.75 (upper mid). Information ratio: 0.45 (lower mid). Information ratio: 0.39 (bottom quartile). Information ratio: 0.18 (bottom quartile). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
DSP Focus 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 ₹576.451
↓ 0.00 ₹19,348 1.7 3 6.7 7.3 7.4 7.45% 5M 26D 7M 2D ICICI Prudential Ultra Short Term Fund Growth ₹29.1044
↑ 0.00 ₹13,619 1.7 3 6.5 7.1 7.1 7.73% 5M 16D 6M 29D SBI Magnum Ultra Short Duration Fund Growth ₹6,275.6
↑ 0.42 ₹11,847 1.7 3 6.4 7 7 7.51% 5M 16D 10M 2D Invesco India Ultra Short Term Fund Growth ₹2,829.1
↑ 0.26 ₹963 1.8 3 6.3 6.9 6.8 7.66% 5M 24D 6M 1D Kotak Savings Fund Growth ₹44.9539
↑ 0.00 ₹14,989 1.7 2.9 6.2 6.8 6.8 7.53% 5M 23D 6M 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 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 (₹19,348 Cr). Lower mid AUM (₹13,619 Cr). Bottom quartile AUM (₹11,847 Cr). Bottom quartile AUM (₹963 Cr). Upper mid AUM (₹14,989 Cr). Point 2 Established history (23+ 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: 6.69% (top quartile). 1Y return: 6.54% (upper mid). 1Y return: 6.45% (lower mid). 1Y return: 6.28% (bottom quartile). 1Y return: 6.25% (bottom quartile). Point 6 1M return: 0.67% (bottom quartile). 1M return: 0.72% (lower mid). 1M return: 0.73% (upper mid). 1M return: 0.81% (top quartile). 1M return: 0.60% (bottom quartile). Point 7 Sharpe: 1.95 (top quartile). Sharpe: 1.95 (upper mid). Sharpe: 1.89 (lower mid). Sharpe: 1.04 (bottom quartile). Sharpe: 1.57 (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): 7.45% (bottom quartile). Yield to maturity (debt): 7.73% (top quartile). Yield to maturity (debt): 7.51% (bottom quartile). Yield to maturity (debt): 7.66% (upper mid). Yield to maturity (debt): 7.53% (lower mid). Point 10 Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.46 yrs (top quartile). Modified duration: 0.46 yrs (upper mid). Modified duration: 0.48 yrs (bottom quartile). Modified duration: 0.48 yrs (lower 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% ICICI Prudential Short Term Fund Growth ₹62.9972
↑ 0.01 ₹20,688 1.5 2.4 6 7.4 8 7.89% 2Y 4M 24D 3Y 11M 8D HDFC Short Term Debt Fund Growth ₹33.4288
↑ 0.01 ₹14,728 1.4 2.1 5.7 7.4 7.8 7.85% 2Y 4M 17D 3Y 5M 12D Axis Short Term Fund Growth ₹32.3189
↑ 0.00 ₹8,342 1.5 2.2 5.9 7.3 8.1 7.79% 2Y 2M 19D 3Y IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan ICICI Prudential Short Term Fund HDFC Short Term Debt Fund Axis Short Term Fund IDBI Short Term Bond Fund Point 1 Bottom quartile AUM (₹13 Cr). Highest AUM (₹20,688 Cr). Upper mid AUM (₹14,728 Cr). Lower mid AUM (₹8,342 Cr). Bottom quartile AUM (₹26 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (24+ yrs). Established history (15+ yrs). Established history (16+ yrs). Established history (15+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.00% (lower mid). 1Y return: 5.68% (bottom quartile). 1Y return: 5.89% (bottom quartile). 1Y return: 6.21% (upper mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.60% (upper mid). 1M return: 0.46% (bottom quartile). 1M return: 0.59% (lower mid). 1M return: 0.43% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.34 (top quartile). Sharpe: 0.22 (lower mid). Sharpe: 0.24 (upper mid). Sharpe: 0.10 (bottom quartile). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.89% (top quartile). Yield to maturity (debt): 7.85% (upper mid). Yield to maturity (debt): 7.79% (lower mid). Yield to maturity (debt): 6.43% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.40 yrs (bottom quartile). Modified duration: 2.38 yrs (bottom quartile). Modified duration: 2.22 yrs (lower mid). Modified duration: 0.25 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
ICICI Prudential Short Term Fund
HDFC Short Term Debt Fund
Axis Short Term Fund
IDBI Short Term Bond 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 ₹3,053.62
↑ 0.35 ₹30,188 0.8 1.8 3.2 6.3 6.6 7.77% 2M 1D 2M 5D Edelweiss Liquid Fund Growth ₹3,506.76
↑ 0.37 ₹8,877 0.8 1.7 3.2 6.3 6.5 7.42% 2M 8D 2M 8D UTI Liquid Cash Plan Growth ₹4,498.37
↑ 0.53 ₹19,763 0.8 1.7 3.2 6.3 6.5 6.03% 1M 2D 1M 2D Tata Liquid Fund Growth ₹4,317.77
↑ 0.49 ₹22,316 0.8 1.7 3.2 6.3 6.5 6.21% 1M 7D 1M 7D DSP Liquidity Fund Growth ₹3,914.97
↑ 0.45 ₹16,866 0.8 1.8 3.2 6.3 6.5 7.48% 1M 28D 2M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Liquid Fund Edelweiss Liquid Fund UTI Liquid Cash Plan Tata Liquid Fund DSP Liquidity Fund Point 1 Highest AUM (₹30,188 Cr). Bottom quartile AUM (₹8,877 Cr). Lower mid AUM (₹19,763 Cr). Upper mid AUM (₹22,316 Cr). Bottom quartile AUM (₹16,866 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (21+ yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.30% (upper mid). 1Y return: 6.31% (top quartile). 1Y return: 6.28% (bottom quartile). 1Y return: 6.26% (bottom quartile). 1Y return: 6.29% (lower mid). Point 6 1M return: 0.78% (top quartile). 1M return: 0.76% (bottom quartile). 1M return: 0.76% (upper mid). 1M return: 0.75% (bottom quartile). 1M return: 0.76% (lower mid). Point 7 Sharpe: 3.16 (top quartile). Sharpe: 3.06 (upper mid). Sharpe: 3.05 (lower mid). Sharpe: 2.94 (bottom quartile). Sharpe: 3.03 (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): 7.77% (top quartile). Yield to maturity (debt): 7.42% (lower mid). Yield to maturity (debt): 6.03% (bottom quartile). Yield to maturity (debt): 6.21% (bottom quartile). Yield to maturity (debt): 7.48% (upper mid). Point 10 Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.19 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 0.16 yrs (lower mid). Axis Liquid Fund
Edelweiss Liquid Fund
UTI Liquid Cash Plan
Tata Liquid Fund
DSP Liquidity 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 ₹34.1266
↑ 0.01 ₹9,109 1.3 2.1 5.4 7.2 7.6 7.64% 2Y 9M 29D 5Y 18D Kotak Banking and PSU Debt fund Growth ₹68.1482
↓ 0.00 ₹5,173 1.4 2 5.3 7.1 7.7 7.55% 2Y 9M 14D 3Y 6M 7D HDFC Banking and PSU Debt Fund Growth ₹23.8758
↑ 0.01 ₹5,370 1.2 1.6 4.8 6.9 7.5 7.58% 3Y 22D 4Y 3M 22D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹380.477
↑ 0.03 ₹8,807 1.4 1.6 4.8 6.9 7.3 7.5% 2Y 9M 4D 3Y 10M 28D Nippon India Banking & PSU Debt Fund Growth ₹21.5069
↓ 0.00 ₹5,181 1.4 1.5 4.7 6.9 7.3 7.08% 3Y 2M 19D 4Y 1M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 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 (₹9,109 Cr). Bottom quartile AUM (₹5,173 Cr). Lower mid AUM (₹5,370 Cr). Upper mid AUM (₹8,807 Cr). Bottom quartile AUM (₹5,181 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (27 yrs). Established history (12+ 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: 5.42% (top quartile). 1Y return: 5.27% (upper mid). 1Y return: 4.82% (bottom quartile). 1Y return: 4.84% (lower mid). 1Y return: 4.65% (bottom quartile). Point 6 1M return: 0.57% (upper mid). 1M return: 0.44% (bottom quartile). 1M return: 0.46% (bottom quartile). 1M return: 0.52% (lower mid). 1M return: 0.60% (top quartile). Point 7 Sharpe: -0.08 (upper mid). Sharpe: 0.05 (top quartile). Sharpe: -0.25 (lower mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.32 (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): 7.64% (top quartile). Yield to maturity (debt): 7.55% (lower mid). Yield to maturity (debt): 7.58% (upper mid). Yield to maturity (debt): 7.50% (bottom quartile). Yield to maturity (debt): 7.08% (bottom quartile). Point 10 Modified duration: 2.83 yrs (lower mid). Modified duration: 2.79 yrs (upper mid). Modified duration: 3.06 yrs (bottom quartile). Modified duration: 2.76 yrs (top quartile). Modified duration: 3.22 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 ₹53.9404
↑ 0.02 ₹223 6.1 7 10.8 16 21 8.23% 2Y 29D 2Y 9M 22D Aditya Birla Sun Life Credit Risk Fund Growth ₹24.6517
↑ 0.01 ₹1,178 2.4 7 12.5 12 13.4 8.59% 2Y 14D 2Y 8M 19D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹2,035.76
↑ 0.60 ₹159 2.6 3.6 6.5 8.3 9.2 7.81% 1Y 9M 29D 2Y 3M 25D ICICI Prudential Regular Savings Fund Growth ₹33.8062
↑ 0.03 ₹5,834 1.7 3.1 8.2 8.2 9.5 8.83% 1Y 9M 14D 2Y 9M 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 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 (₹223 Cr). Upper mid AUM (₹1,178 Cr). Bottom quartile AUM (₹104 Cr). Bottom quartile AUM (₹159 Cr). Highest AUM (₹5,834 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (11+ 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: 10.85% (upper mid). 1Y return: 12.49% (top quartile). 1Y return: 7.45% (bottom quartile). 1Y return: 6.52% (bottom quartile). 1Y return: 8.21% (lower mid). Point 6 1M return: 6.26% (top quartile). 1M return: 1.26% (lower mid). 1M return: 0.91% (bottom quartile). 1M return: 1.72% (upper mid). 1M return: 0.91% (bottom quartile). Point 7 Sharpe: -0.56 (bottom quartile). Sharpe: 2.01 (top quartile). Sharpe: 0.29 (lower mid). Sharpe: -0.18 (bottom quartile). Sharpe: 1.61 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 8.23% (lower mid). Yield to maturity (debt): 8.59% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.81% (bottom quartile). Yield to maturity (debt): 8.83% (top quartile). Point 10 Modified duration: 2.08 yrs (bottom quartile). Modified duration: 2.04 yrs (bottom quartile). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.83 yrs (lower mid). Modified duration: 1.79 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 ICICI Prudential Corporate Bond Fund Growth ₹31.2151
↑ 0.00 ₹30,212 1.5 2.3 5.9 7.5 8 7.75% 2Y 11M 19D 5Y 2M 12D Franklin India Corporate Debt Fund Growth ₹104.278
↓ -0.01 ₹1,255 1.6 2.4 7.4 7.5 9.1 7.43% 2Y 11M 5D 6Y 4M 19D BNP Paribas Corporate Bond Fund Growth ₹28.6888
↓ 0.00 ₹274 1.6 1.9 5.8 7.5 8.3 7.54% 2Y 1M 20D 2Y 8M 26D Nippon India Prime Debt Fund Growth ₹62.3831
↑ 0.01 ₹8,354 1.4 1.7 5.1 7.3 7.8 7.19% 2Y 9M 11D 3Y 5M 1D Kotak Corporate Bond Fund Standard Growth ₹3,928.56
↑ 0.55 ₹15,221 1.3 1.8 5.3 7.3 7.8 7.74% 2Y 8M 26D 3Y 10M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Corporate Bond Fund Franklin India Corporate Debt Fund BNP Paribas Corporate Bond Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard Point 1 Highest AUM (₹30,212 Cr). Bottom quartile AUM (₹1,255 Cr). Bottom quartile AUM (₹274 Cr). Lower mid AUM (₹8,354 Cr). Upper mid AUM (₹15,221 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (28 yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 5.89% (upper mid). 1Y return: 7.43% (top quartile). 1Y return: 5.76% (lower mid). 1Y return: 5.05% (bottom quartile). 1Y return: 5.27% (bottom quartile). Point 6 1M return: 0.57% (upper mid). 1M return: 0.46% (bottom quartile). 1M return: 0.68% (top quartile). 1M return: 0.52% (lower mid). 1M return: 0.46% (bottom quartile). Point 7 Sharpe: 0.18 (lower mid). Sharpe: 0.75 (top quartile). Sharpe: 0.18 (upper mid). Sharpe: -0.07 (bottom quartile). Sharpe: -0.01 (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): 7.75% (top quartile). Yield to maturity (debt): 7.43% (bottom quartile). Yield to maturity (debt): 7.54% (lower mid). Yield to maturity (debt): 7.19% (bottom quartile). Yield to maturity (debt): 7.74% (upper mid). Point 10 Modified duration: 2.97 yrs (bottom quartile). Modified duration: 2.93 yrs (bottom quartile). Modified duration: 2.14 yrs (top quartile). Modified duration: 2.78 yrs (lower mid). Modified duration: 2.74 yrs (upper mid). ICICI Prudential Corporate Bond Fund
Franklin India Corporate Debt Fund
BNP Paribas Corporate Bond Fund
Nippon India Prime Debt Fund
Kotak Corporate Bond Fund Standard
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 ₹105.37
↑ 0.05 ₹8,858 0.8 0.8 3 7 6.8 7.59% 8Y 4M 20D 20Y 7D Bandhan Government Securities Fund - Investment Plan Growth ₹36.3115
↑ 0.02 ₹1,853 2.5 2.8 2.4 6.9 3.7 7.44% 7Y 5M 16D 19Y 6M Axis Gilt Fund Growth ₹26.0303
↑ 0.01 ₹447 1.1 0.5 1.7 6.8 5.2 7.31% 6Y 9M 29D 16Y 9M UTI Gilt Fund Growth ₹64.8694
↑ 0.02 ₹543 2.3 2.7 3 6.8 5.1 6.71% 6Y 8M 23D 15Y 2M 16D SBI Magnum Gilt Fund Growth ₹66.9151
↑ 0.02 ₹9,629 1 0.4 0.9 6.3 4.5 6.91% 5Y 2M 26D 11Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund Point 1 Upper mid AUM (₹8,858 Cr). Lower mid AUM (₹1,853 Cr). Bottom quartile AUM (₹447 Cr). Bottom quartile AUM (₹543 Cr). Highest AUM (₹9,629 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Point 3 Top rated. Rating: 3★ (bottom quartile). Rating: 1★ (bottom quartile). 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: 3.01% (upper mid). 1Y return: 2.39% (lower mid). 1Y return: 1.69% (bottom quartile). 1Y return: 3.02% (top quartile). 1Y return: 0.95% (bottom quartile). Point 6 1M return: 0.31% (lower mid). 1M return: 1.31% (top quartile). 1M return: 0.20% (bottom quartile). 1M return: 0.97% (upper mid). 1M return: 0.00% (bottom quartile). Point 7 Sharpe: -0.81 (upper mid). Sharpe: -0.91 (lower mid). Sharpe: -1.01 (bottom quartile). Sharpe: -0.70 (top quartile). Sharpe: -1.08 (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): 7.59% (top quartile). Yield to maturity (debt): 7.44% (upper mid). Yield to maturity (debt): 7.31% (lower mid). Yield to maturity (debt): 6.71% (bottom quartile). Yield to maturity (debt): 6.91% (bottom quartile). Point 10 Modified duration: 8.39 yrs (bottom quartile). Modified duration: 7.46 yrs (bottom quartile). Modified duration: 6.83 yrs (lower mid). Modified duration: 6.73 yrs (upper mid). Modified duration: 5.24 yrs (top quartile). ICICI Prudential Gilt Fund
Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
UTI Gilt Fund
SBI Magnum 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 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.03
↑ 0.30 ₹1,282 7.9 4.4 13 20 18 -0.9 UTI Multi Asset Fund Growth ₹78.5742
↑ 0.48 ₹6,379 -1.6 -0.3 10 18.8 14.4 11.1 ICICI Prudential Multi-Asset Fund Growth ₹811.466
↓ -1.18 ₹77,658 0.2 1.3 11.4 18.7 19.7 18.6 ICICI Prudential Equity and Debt Fund Growth ₹405.96
↑ 2.07 ₹46,700 0.9 -1.2 7.4 18.6 19.2 13.3 SBI Multi Asset Allocation Fund Growth ₹66.2215
↑ 0.28 ₹16,150 -0.4 5 18 17.9 14.8 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund SBI Multi Asset Allocation Fund Point 1 Bottom quartile AUM (₹1,282 Cr). Bottom quartile AUM (₹6,379 Cr). Highest AUM (₹77,658 Cr). Upper mid AUM (₹46,700 Cr). Lower mid AUM (₹16,150 Cr). Point 2 Established history (9+ yrs). Established history (17+ yrs). Established history (23+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Point 3 Not Rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). 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: Moderate. Point 5 5Y return: 17.95% (lower mid). 5Y return: 14.44% (bottom quartile). 5Y return: 19.75% (top quartile). 5Y return: 19.21% (upper mid). 5Y return: 14.78% (bottom quartile). Point 6 3Y return: 20.04% (top quartile). 3Y return: 18.83% (upper mid). 3Y return: 18.69% (lower mid). 3Y return: 18.64% (bottom quartile). 3Y return: 17.90% (bottom quartile). Point 7 1Y return: 13.00% (upper mid). 1Y return: 10.03% (bottom quartile). 1Y return: 11.37% (lower mid). 1Y return: 7.37% (bottom quartile). 1Y return: 17.97% (top quartile). Point 8 1M return: 8.76% (top quartile). 1M return: 5.05% (upper mid). 1M return: 4.91% (bottom quartile). 1M return: 4.98% (lower mid). 1M return: 3.38% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.02 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.22 (bottom quartile). Sharpe: -0.15 (lower mid). Sharpe: -0.01 (upper mid). Sharpe: -0.33 (bottom quartile). Sharpe: 0.73 (top quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
SBI Multi Asset Allocation Fund
ਸਿਖਰ ਦੇ 5 ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.03
↑ 0.30 ₹1,282 7.9 4.4 13 20 18 -0.9 ICICI Prudential Equity and Debt Fund Growth ₹405.96
↑ 2.07 ₹46,700 0.9 -1.2 7.4 18.6 19.2 13.3 JM Equity Hybrid Fund Growth ₹116.685
↑ 0.78 ₹652 -0.8 -5.8 0.3 17.3 15.2 -3.1 Bandhan Hybrid Equity Fund Growth ₹26.856
↑ 0.16 ₹1,676 1.7 -1 10.5 16.2 13.7 7.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund JM Equity Hybrid Fund Bandhan Hybrid Equity Fund Sundaram Equity Hybrid Fund Point 1 Bottom quartile AUM (₹1,282 Cr). Highest AUM (₹46,700 Cr). Bottom quartile AUM (₹652 Cr). Lower mid AUM (₹1,676 Cr). Upper mid AUM (₹1,954 Cr). Point 2 Established history (9+ yrs). Established history (26+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Established history (25+ yrs). Point 3 Not Rated. Top rated. Rating: 1★ (lower mid). Not Rated. Rating: 2★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.95% (upper mid). 5Y return: 19.21% (top quartile). 5Y return: 15.23% (lower mid). 5Y return: 13.73% (bottom quartile). 5Y return: 14.20% (bottom quartile). Point 6 3Y return: 20.04% (top quartile). 3Y return: 18.64% (upper mid). 3Y return: 17.27% (lower mid). 3Y return: 16.20% (bottom quartile). 3Y return: 16.03% (bottom quartile). Point 7 1Y return: 13.00% (upper mid). 1Y return: 7.37% (bottom quartile). 1Y return: 0.31% (bottom quartile). 1Y return: 10.51% (lower mid). 1Y return: 27.10% (top quartile). Point 8 1M return: 8.76% (top quartile). 1M return: 4.98% (bottom quartile). 1M return: 6.68% (upper mid). 1M return: 5.99% (lower mid). 1M return: 1.80% (bottom quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 2.02 (lower mid). Alpha: -5.37 (bottom quartile). Alpha: 2.97 (upper mid). Alpha: 5.81 (top quartile). Point 10 Sharpe: -0.22 (upper mid). Sharpe: -0.33 (bottom quartile). Sharpe: -0.95 (bottom quartile). Sharpe: -0.26 (lower mid). Sharpe: 2.64 (top quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
JM Equity Hybrid Fund
Bandhan Hybrid Equity Fund
Sundaram Equity Hybrid Fund
ਚੋਟੀ ਦੇ 5 ਕੰਜ਼ਰਵੇਟਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.03
↑ 0.30 ₹1,282 7.9 4.4 13 20 18 -0.9 UTI Multi Asset Fund Growth ₹78.5742
↑ 0.48 ₹6,379 -1.6 -0.3 10 18.8 14.4 11.1 ICICI Prudential Multi-Asset Fund Growth ₹811.466
↓ -1.18 ₹77,658 0.2 1.3 11.4 18.7 19.7 18.6 ICICI Prudential Equity and Debt Fund Growth ₹405.96
↑ 2.07 ₹46,700 0.9 -1.2 7.4 18.6 19.2 13.3 SBI Multi Asset Allocation Fund Growth ₹66.2215
↑ 0.28 ₹16,150 -0.4 5 18 17.9 14.8 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund SBI Multi Asset Allocation Fund Point 1 Bottom quartile AUM (₹1,282 Cr). Bottom quartile AUM (₹6,379 Cr). Highest AUM (₹77,658 Cr). Upper mid AUM (₹46,700 Cr). Lower mid AUM (₹16,150 Cr). Point 2 Established history (9+ yrs). Established history (17+ yrs). Established history (23+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Point 3 Not Rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). 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: Moderate. Point 5 5Y return: 17.95% (lower mid). 5Y return: 14.44% (bottom quartile). 5Y return: 19.75% (top quartile). 5Y return: 19.21% (upper mid). 5Y return: 14.78% (bottom quartile). Point 6 3Y return: 20.04% (top quartile). 3Y return: 18.83% (upper mid). 3Y return: 18.69% (lower mid). 3Y return: 18.64% (bottom quartile). 3Y return: 17.90% (bottom quartile). Point 7 1Y return: 13.00% (upper mid). 1Y return: 10.03% (bottom quartile). 1Y return: 11.37% (lower mid). 1Y return: 7.37% (bottom quartile). 1Y return: 17.97% (top quartile). Point 8 1M return: 8.76% (top quartile). 1M return: 5.05% (upper mid). 1M return: 4.91% (bottom quartile). 1M return: 4.98% (lower mid). 1M return: 3.38% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.02 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.22 (bottom quartile). Sharpe: -0.15 (lower mid). Sharpe: -0.01 (upper mid). Sharpe: -0.33 (bottom quartile). Sharpe: 0.73 (top quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
SBI Multi Asset Allocation 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 ₹39.2836
↓ -0.03 ₹67,117 1.6 3.2 6.1 7.2 6.2 6.4 UTI Arbitrage Fund Growth ₹36.7556
↓ -0.02 ₹10,500 1.6 3.2 6.2 7.1 6 6.5 SBI Arbitrage Opportunities Fund Growth ₹35.4516
↓ -0.02 ₹41,059 1.6 3.1 6.2 7.1 6.2 6.5 Invesco India Arbitrage Fund Growth ₹33.4586
↓ -0.02 ₹26,370 1.6 3.2 6.1 7.1 6.2 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹35.9665
↓ -0.03 ₹31,342 1.6 3.2 6.1 7 6 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund UTI Arbitrage Fund SBI Arbitrage Opportunities Fund Invesco India Arbitrage Fund ICICI Prudential Equity Arbitrage Fund Point 1 Highest AUM (₹67,117 Cr). Bottom quartile AUM (₹10,500 Cr). Upper mid AUM (₹41,059 Cr). Bottom quartile AUM (₹26,370 Cr). Lower mid AUM (₹31,342 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 6.15% (lower mid). 5Y return: 6.00% (bottom quartile). 5Y return: 6.17% (top quartile). 5Y return: 6.17% (upper mid). 5Y return: 5.99% (bottom quartile). Point 6 3Y return: 7.17% (top quartile). 3Y return: 7.11% (upper mid). 3Y return: 7.10% (lower mid). 3Y return: 7.07% (bottom quartile). 3Y return: 7.04% (bottom quartile). Point 7 1Y return: 6.10% (bottom quartile). 1Y return: 6.16% (upper mid). 1Y return: 6.16% (top quartile). 1Y return: 6.14% (lower mid). 1Y return: 6.10% (bottom quartile). Point 8 1M return: 0.63% (lower mid). 1M return: 0.63% (upper mid). 1M return: 0.60% (bottom quartile). 1M return: 0.61% (bottom quartile). 1M return: 0.64% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.20 (bottom quartile). Sharpe: 1.40 (upper mid). Sharpe: 1.62 (top quartile). Sharpe: 1.30 (lower mid). Sharpe: 1.23 (bottom quartile). Kotak Equity Arbitrage Fund
UTI Arbitrage Fund
SBI Arbitrage Opportunities Fund
Invesco India Arbitrage Fund
ICICI Prudential Equity Arbitrage Fund
ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Balanced Advantage Fund Growth ₹522.557
↑ 2.76 ₹98,458 -0.6 -1.9 4.8 16.5 17.8 7.2 Axis Dynamic Equity Fund Growth ₹21.33
↑ 0.12 ₹3,558 -0.1 -1 4.2 14.3 11.1 7 Franklin India Multi - Asset Solution Fund Growth ₹21.9306
↑ 0.02 ₹125 1.5 2.7 8 13.4 12.7 14.1 ICICI Prudential Balanced Advantage Fund Growth ₹77.29
↑ 0.28 ₹66,398 0.7 0.5 8.9 13.3 11.9 12.2 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹110.25
↑ 0.62 ₹8,540 1.5 0.9 8.1 13.1 11 10.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Balanced Advantage Fund Axis Dynamic Equity Fund Franklin India Multi - Asset Solution Fund ICICI Prudential Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Point 1 Highest AUM (₹98,458 Cr). Bottom quartile AUM (₹3,558 Cr). Bottom quartile AUM (₹125 Cr). Upper mid AUM (₹66,398 Cr). Lower mid AUM (₹8,540 Cr). Point 2 Established history (25+ yrs). Established history (8+ yrs). Established history (11+ yrs). Established history (19+ yrs). Oldest track record among peers (26 yrs). Point 3 Top rated. Not Rated. Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.82% (top quartile). 5Y return: 11.10% (bottom quartile). 5Y return: 12.68% (upper mid). 5Y return: 11.94% (lower mid). 5Y return: 10.98% (bottom quartile). Point 6 3Y return: 16.52% (top quartile). 3Y return: 14.26% (upper mid). 3Y return: 13.40% (lower mid). 3Y return: 13.26% (bottom quartile). 3Y return: 13.13% (bottom quartile). Point 7 1Y return: 4.75% (bottom quartile). 1Y return: 4.23% (bottom quartile). 1Y return: 7.98% (lower mid). 1Y return: 8.91% (top quartile). 1Y return: 8.10% (upper mid). Point 8 1M return: 4.36% (lower mid). 1M return: 3.56% (bottom quartile). 1M return: 0.56% (bottom quartile). 1M return: 5.06% (upper mid). 1M return: 5.26% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.60 (bottom quartile). Sharpe: -0.67 (bottom quartile). Sharpe: 1.14 (top quartile). Sharpe: -0.20 (upper mid). Sharpe: -0.38 (lower mid). HDFC Balanced Advantage Fund
Axis Dynamic Equity Fund
Franklin India Multi - Asset Solution Fund
ICICI Prudential Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage 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 ₹78.5742
↑ 0.48 ₹6,379 -1.6 -0.3 10 18.8 14.4 11.1 ICICI Prudential Multi-Asset Fund Growth ₹811.466
↓ -1.18 ₹77,658 0.2 1.3 11.4 18.7 19.7 18.6 SBI Multi Asset Allocation Fund Growth ₹66.2215
↑ 0.28 ₹16,150 -0.4 5 18 17.9 14.8 18.6 Edelweiss Multi Asset Allocation Fund Growth ₹63.9
↑ 0.43 ₹3,309 0.8 -2.5 5.6 16 15.1 6 Axis Triple Advantage Fund Growth ₹44.2888
↑ 0.29 ₹2,065 -2.1 1.8 15.6 15.3 11.6 15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 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 (₹6,379 Cr). Highest AUM (₹77,658 Cr). Upper mid AUM (₹16,150 Cr). Bottom quartile AUM (₹3,309 Cr). Bottom quartile AUM (₹2,065 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: 14.44% (bottom quartile). 5Y return: 19.75% (top quartile). 5Y return: 14.78% (lower mid). 5Y return: 15.07% (upper mid). 5Y return: 11.59% (bottom quartile). Point 6 3Y return: 18.83% (top quartile). 3Y return: 18.69% (upper mid). 3Y return: 17.90% (lower mid). 3Y return: 15.95% (bottom quartile). 3Y return: 15.33% (bottom quartile). Point 7 1Y return: 10.03% (bottom quartile). 1Y return: 11.37% (lower mid). 1Y return: 17.97% (top quartile). 1Y return: 5.55% (bottom quartile). 1Y return: 15.58% (upper mid). Point 8 1M return: 5.05% (upper mid). 1M return: 4.91% (lower mid). 1M return: 3.38% (bottom quartile). 1M return: 5.34% (top quartile). 1M return: 3.67% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.81 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.15 (bottom quartile). Sharpe: -0.01 (lower mid). Sharpe: 0.73 (top quartile). Sharpe: -0.61 (bottom quartile). Sharpe: 0.39 (upper 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 (%) Edelweiss Equity Savings Fund Growth ₹26.3511
↑ 0.06 ₹1,233 1.7 1.3 7.9 11.5 9.5 8 SBI Equity Savings Fund Growth ₹24.5148
↑ 0.03 ₹5,609 1.2 0.8 5.9 11.1 9.4 5 Kotak Equity Savings Fund Growth ₹27.0872
↑ 0.05 ₹9,468 0.6 0.3 6.9 11 10.1 7.9 Axis Equity Saver Fund Growth ₹22.52
↑ 0.04 ₹850 0 -0.5 4.3 10.1 8.4 5.4 Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Edelweiss Equity Savings Fund SBI Equity Savings Fund Kotak Equity Savings Fund Axis Equity Saver Fund Tata Equity Savings Fund Point 1 Lower mid AUM (₹1,233 Cr). Upper mid AUM (₹5,609 Cr). Highest AUM (₹9,468 Cr). Bottom quartile AUM (₹850 Cr). Bottom quartile AUM (₹285 Cr). Point 2 Established history (11+ yrs). Established history (10+ yrs). Established history (11+ yrs). Established history (10+ yrs). Oldest track record among peers (28 yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.51% (upper mid). 5Y return: 9.36% (lower mid). 5Y return: 10.13% (top quartile). 5Y return: 8.40% (bottom quartile). 5Y return: 8.02% (bottom quartile). Point 6 3Y return: 11.47% (top quartile). 3Y return: 11.13% (upper mid). 3Y return: 11.05% (lower mid). 3Y return: 10.06% (bottom quartile). 3Y return: 9.85% (bottom quartile). Point 7 1Y return: 7.89% (top quartile). 1Y return: 5.93% (bottom quartile). 1Y return: 6.89% (upper mid). 1Y return: 4.32% (bottom quartile). 1Y return: 6.88% (lower mid). Point 8 1M return: 2.85% (top quartile). 1M return: 2.22% (lower mid). 1M return: 2.71% (upper mid). 1M return: 2.18% (bottom quartile). 1M return: 0.34% (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: -0.18 (lower mid). Sharpe: -0.10 (upper mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.73 (bottom quartile). Sharpe: 0.00 (top quartile). Edelweiss Equity Savings Fund
SBI Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver Fund
Tata 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 ₹49.302
↑ 0.38 ₹6,236 -2.5 -5.4 2 15.2 17.2 5.2 ICICI Prudential Child Care Plan (Gift) Growth ₹326.48
↑ 1.19 ₹1,266 2.8 -1.7 7.8 17.7 14.7 8.3 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.756
↑ 0.20 ₹1,540 -2.4 -4.5 1.9 12.1 12.2 5.4 Tata Retirement Savings Fund - Progressive Growth ₹64.8062
↑ 0.64 ₹1,824 2 -3.4 6 16.1 12.2 -1.2 Tata Retirement Savings Fund-Moderate Growth ₹64.3056
↑ 0.56 ₹1,888 1.8 -3 5.7 14.8 11.7 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 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 (₹6,236 Cr). Bottom quartile AUM (₹1,266 Cr). Bottom quartile AUM (₹1,540 Cr). Lower mid AUM (₹1,824 Cr). Upper mid AUM (₹1,888 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (24 yrs). Established history (10+ 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: 17.24% (top quartile). 5Y return: 14.74% (upper mid). 5Y return: 12.20% (lower mid). 5Y return: 12.17% (bottom quartile). 5Y return: 11.68% (bottom quartile). Point 6 3Y return: 15.18% (lower mid). 3Y return: 17.72% (top quartile). 3Y return: 12.07% (bottom quartile). 3Y return: 16.08% (upper mid). 3Y return: 14.82% (bottom quartile). Point 7 1Y return: 1.99% (bottom quartile). 1Y return: 7.84% (top quartile). 1Y return: 1.94% (bottom quartile). 1Y return: 5.96% (upper mid). 1Y return: 5.72% (lower mid). Point 8 1M return: 5.73% (bottom quartile). 1M return: 7.38% (lower mid). 1M return: 4.54% (bottom quartile). 1M return: 9.31% (top quartile). 1M return: 8.01% (upper mid). Point 9 Alpha: -3.02 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.51 (bottom quartile). Alpha: 0.00 (lower mid). Point 10 Sharpe: -0.70 (bottom quartile). Sharpe: -0.46 (top quartile). Sharpe: -0.80 (bottom quartile). Sharpe: -0.64 (upper mid). Sharpe: -0.65 (lower mid). 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 (%) SBI Gold Fund Growth ₹44.1519
↑ 0.09 ₹14,998 -0.4 18.6 57.1 34.2 24.7 71.5 Aditya Birla Sun Life Gold Fund Growth ₹43.7823
↑ 0.08 ₹1,668 0 18.6 56.1 34.2 24.5 72 ICICI Prudential Regular Gold Savings Fund Growth ₹46.6996
↑ 0.10 ₹6,164 0.8 19.4 56.9 34.1 24.6 72 HDFC Gold Fund Growth ₹45.0029
↑ 0.07 ₹10,990 -0.4 18.2 56.7 34 24.5 71.3 Kotak Gold Fund Growth ₹57.8599
↑ 0.18 ₹6,439 0.8 18.3 56.8 33.9 24.3 70.4 Nippon India Gold Savings Fund Growth ₹57.6311
↑ 0.10 ₹6,924 2.6 18.6 56.5 33.8 24.4 71.2 Axis Gold Fund Growth ₹43.8349
↑ 0.09 ₹2,809 -0.7 18.7 56.2 33.7 24.5 69.8 IDBI Gold Fund Growth ₹38.9921
↑ 0.06 ₹740 18.2 55.6 33.3 24.9 79 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 8 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Kotak Gold Fund Nippon India Gold Savings Fund Axis Gold Fund IDBI Gold Fund Point 1 Highest AUM (₹14,998 Cr). Bottom quartile AUM (₹1,668 Cr). Lower mid AUM (₹6,164 Cr). Top quartile AUM (₹10,990 Cr). Upper mid AUM (₹6,439 Cr). Upper mid AUM (₹6,924 Cr). Lower mid AUM (₹2,809 Cr). Bottom quartile AUM (₹740 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (top quartile). Top rated. Rating: 1★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (lower mid). Rating: 2★ (upper mid). Rating: 1★ (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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.69% (top quartile). 5Y return: 24.48% (lower mid). 5Y return: 24.64% (upper mid). 5Y return: 24.49% (lower mid). 5Y return: 24.26% (bottom quartile). 5Y return: 24.44% (bottom quartile). 5Y return: 24.54% (upper mid). 5Y return: 24.89% (top quartile). Point 6 3Y return: 34.25% (top quartile). 3Y return: 34.20% (top quartile). 3Y return: 34.10% (upper mid). 3Y return: 33.96% (upper mid). 3Y return: 33.90% (lower mid). 3Y return: 33.78% (lower mid). 3Y return: 33.69% (bottom quartile). 3Y return: 33.35% (bottom quartile). Point 7 1Y return: 57.13% (top quartile). 1Y return: 56.07% (bottom quartile). 1Y return: 56.94% (top quartile). 1Y return: 56.73% (upper mid). 1Y return: 56.76% (upper mid). 1Y return: 56.53% (lower mid). 1Y return: 56.17% (lower mid). 1Y return: 55.57% (bottom quartile). Point 8 1M return: 3.27% (upper mid). 1M return: 3.23% (upper mid). 1M return: 3.44% (top quartile). 1M return: 3.14% (bottom quartile). 1M return: 2.71% (bottom quartile). 1M return: 3.21% (lower mid). 1M return: 3.22% (lower mid). 1M return: 3.28% (top quartile). 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: 1.95 (upper mid). Sharpe: 1.73 (bottom quartile). Sharpe: 1.82 (lower mid). Sharpe: 1.91 (upper mid). Sharpe: 2.12 (top quartile). Sharpe: 1.76 (lower mid). Sharpe: 2.07 (top quartile). Sharpe: 1.75 (bottom quartile). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
Kotak Gold Fund
Nippon India Gold Savings Fund
Axis Gold Fund
IDBI Gold 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 (Erstwhile DHFL Pramerica Top Euroland Offshore Fund) The primary investment objective of the scheme is to generate long-term capital growth from a diversified portfolio of units of overseas mutual funds. Research Highlights for PGIM India Euro Equity Fund Below is the key information for PGIM India Euro Equity Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap 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 Mar 21 ₹10,000 31 Mar 22 ₹11,805 31 Mar 23 ₹12,386 31 Mar 24 ₹12,900 31 Mar 25 ₹12,900
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 (20 Apr 26) ₹63.5072 ↓ -0.36 (-0.56 %) Net Assets (Cr) ₹1,769 on 31 Mar 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 2.16 Information Ratio -0.83 Alpha Ratio 1.04 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 Mar 21 ₹10,000 31 Mar 22 ₹11,138 31 Mar 23 ₹10,487 31 Mar 24 ₹10,232 31 Mar 25 ₹15,284 31 Mar 26 ₹33,879 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 23.2% 3 Month 1.8% 6 Month 36.6% 1 Year 113.6% 3 Year 50% 5 Year 26.7% 10 Year 15 Year Since launch 10.5% 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 13.09 Yr. Data below for DSP World Gold Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Basic Materials 94.27% Asset Allocation
Asset Class Value Cash 3.92% Equity 94.27% Debt 0.01% Other 1.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -70% ₹1,531 Cr 1,103,589
↓ -74,069 VanEck Gold Miners ETF
- | GDX28% ₹604 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹90 Cr Net Receivables/Payables
Net Current Assets | -2% -₹35 Cr 3. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (20 Apr 26) ₹33.3978 ↓ -0.11 (-0.33 %) Net Assets (Cr) ₹171 on 31 Mar 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 2.47 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 Mar 21 ₹10,000 31 Mar 22 ₹13,536 31 Mar 23 ₹12,433 31 Mar 24 ₹11,747 31 Mar 25 ₹11,829 31 Mar 26 ₹22,894 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 19.7% 3 Month 9.1% 6 Month 44.2% 1 Year 107.6% 3 Year 25.1% 5 Year 17.8% 10 Year 15 Year Since launch 7.7% 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 13.09 Yr. Data below for DSP World Mining Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Basic Materials 92.27% Energy 0.95% Asset Allocation
Asset Class Value Cash 6.75% Equity 93.22% Debt 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -97% ₹165 Cr 143,137 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹6 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 4. PGIM India Euro Equity Fund
PGIM India Euro Equity Fund
Growth Launch Date 11 Sep 07 NAV (20 Apr 26) ₹22.99 ↑ 0.24 (1.05 %) Net Assets (Cr) ₹1,263 on 28 Feb 26 Category Others - Fund of Fund AMC Pramerica Asset Managers Private Limited Rating ☆☆ Risk High Expense Ratio 1.63 Sharpe Ratio 1.82 Information Ratio -0.15 Alpha Ratio -14.64 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹7,969 31 Mar 23 ₹6,459 31 Mar 24 ₹7,706 31 Mar 25 ₹8,707 31 Mar 26 ₹11,190 Returns for PGIM India Euro Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 14.2% 3 Month 14.4% 6 Month 29.2% 1 Year 61.9% 3 Year 27.8% 5 Year 4.6% 10 Year 15 Year Since launch 4.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.3% 2023 20.6% 2022 14.6% 2021 -35.6% 2020 -1.9% 2019 20.5% 2018 21.4% 2017 -10.3% 2016 14.6% 2015 -6.7% Fund Manager information for PGIM India Euro Equity Fund
Name Since Tenure Anandha Padmanabhan Anjeneyan 15 Feb 25 1.12 Yr. Vivek Sharma 15 Feb 25 1.12 Yr. Data below for PGIM India Euro Equity Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 4.53% Equity 95.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity PGIM Jennison Emerging Mkts Eq USD W Acc
Investment Fund | -97% ₹1,220 Cr 924,825
↓ -10,050 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -4% ₹46 Cr Net Receivables / (Payables)
Net Current Assets | -0% -₹3 Cr 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (21 Apr 26) ₹265.469 ↑ 3.02 (1.15 %) Net Assets (Cr) ₹2,983 on 31 Mar 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.2 Information Ratio -0.39 Alpha Ratio 4.51 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,713 31 Mar 23 ₹13,694 31 Mar 24 ₹20,481 31 Mar 25 ₹21,101 31 Mar 26 ₹21,304 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 13% 3 Month 5.7% 6 Month -0.5% 1 Year 13% 3 Year 20.6% 5 Year 19.6% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.42 Yr. Data below for Sundaram Small Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.48% Industrials 19.68% Financial Services 18.97% Health Care 12.65% Basic Materials 8.52% Communication Services 4.99% Technology 3.5% Consumer Defensive 2.86% Real Estate 2.1% Utility 1% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.75% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹121 Cr 349,511
↓ -3,078 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹113 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹90 Cr 577,256 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹86 Cr 594,278
↑ 24,633 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹81 Cr 1,045,263
↑ 38,877 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5433203% ₹76 Cr 3,324,013
↑ 481,686 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹75 Cr 992,680 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹74 Cr 106,539 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹70 Cr 4,443,809 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹67 Cr 1,534,556
↑ 32,858
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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