+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 (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹70.63
↓ -0.44 ₹1,847 3.1 3.9 0.6 12.7 11.6 5.5 ICICI Prudential Bluechip Fund Growth ₹107.47
↓ -0.34 ₹79,421 -0.5 -2.7 -2.9 11.8 12.8 11.3 Bandhan Large Cap Fund Growth ₹76.974
↓ -0.38 ₹2,061 1.2 0.4 -1 11.6 11.1 8.2 Nippon India Large Cap Fund Growth ₹88.6756
↓ -0.33 ₹53,227 -1.3 -1.2 -2.8 11.5 14.7 9.2 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 Invesco India Largecap Fund ICICI Prudential Bluechip Fund Bandhan Large Cap Fund Nippon India Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,847 Cr). Highest AUM (₹79,421 Cr). Lower mid AUM (₹2,061 Cr). Upper mid AUM (₹53,227 Cr). Point 2 Established history (14+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (lower mid). 5Y return: 11.59% (bottom quartile). 5Y return: 12.82% (upper mid). 5Y return: 11.12% (bottom quartile). 5Y return: 14.65% (top quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 12.72% (upper mid). 3Y return: 11.76% (lower mid). 3Y return: 11.58% (bottom quartile). 3Y return: 11.53% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 0.63% (upper mid). 1Y return: -2.92% (bottom quartile). 1Y return: -0.98% (lower mid). 1Y return: -2.81% (bottom quartile). Point 8 Alpha: 2.11 (lower mid). Alpha: 3.75 (top quartile). Alpha: -1.21 (bottom quartile). Alpha: 2.34 (upper mid). Alpha: 1.07 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.35 (lower mid). Sharpe: -0.43 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.82 (lower mid). Information ratio: 0.85 (upper mid). Information ratio: 0.63 (bottom quartile). Information ratio: 0.98 (top quartile). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
ICICI Prudential Bluechip Fund
Bandhan Large Cap Fund
Nippon India 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 (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹97.311
↓ -1.12 ₹37,474 5.4 6.3 -6.4 18.6 21.3 -12.1 Invesco India Mid Cap Fund Growth ₹195.59
↓ -1.64 ₹13,767 8.2 15.1 6.1 24.1 19.1 6.3 Edelweiss Mid Cap Fund Growth ₹106.741
↓ -1.01 ₹17,748 3 7.4 4.6 21.7 17.8 3.8 Sundaram Mid Cap Fund Growth ₹1,480.53
↓ -15.76 ₹14,026 3.8 9.2 6.2 20.5 17.5 4.1 ICICI Prudential MidCap Fund Growth ₹332.06
↓ -4.40 ₹7,846 1.2 11.5 8.7 22.3 17 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund Point 1 Highest AUM (₹37,474 Cr). Bottom quartile AUM (₹13,767 Cr). Upper mid AUM (₹17,748 Cr). Lower mid AUM (₹14,026 Cr). Bottom quartile AUM (₹7,846 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). 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: 21.31% (top quartile). 5Y return: 19.15% (upper mid). 5Y return: 17.78% (lower mid). 5Y return: 17.55% (bottom quartile). 5Y return: 16.96% (bottom quartile). Point 6 3Y return: 18.61% (bottom quartile). 3Y return: 24.06% (top quartile). 3Y return: 21.71% (lower mid). 3Y return: 20.45% (bottom quartile). 3Y return: 22.31% (upper mid). Point 7 1Y return: -6.39% (bottom quartile). 1Y return: 6.11% (lower mid). 1Y return: 4.60% (bottom quartile). 1Y return: 6.24% (upper mid). 1Y return: 8.72% (top quartile). Point 8 Alpha: -14.72 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -1.09 (bottom quartile). Alpha: 0.71 (upper mid). Alpha: 6.02 (top quartile). Point 9 Sharpe: -0.71 (bottom quartile). Sharpe: 0.19 (upper mid). Sharpe: -0.04 (bottom quartile). Sharpe: 0.06 (lower mid). Sharpe: 0.32 (top quartile). Point 10 Information ratio: -0.25 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.48 (upper mid). Information ratio: 0.32 (lower mid). Information ratio: 0.87 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Small Cap Fund Growth ₹219.516
↓ -1.33 ₹19,635 8.4 20.5 8.3 17.1 16.9 -2.8 IDBI Small Cap Fund Growth ₹32.6961
↓ -0.17 ₹743 7.5 22.8 4.1 16.1 16.7 -13.4 Franklin India Smaller Companies Fund Growth ₹175.222
↓ -1.69 ₹14,336 3.5 13.9 -1.2 14.6 16.2 -8.4 Sundaram Small Cap Fund Growth ₹282.714
↓ -2.49 ₹3,872 6 16 6.4 16.9 15.9 0.4 HDFC Small Cap Fund Growth ₹137.174
↓ -1.73 ₹40,417 3.4 5.3 -4.3 11.7 14.4 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Small Cap Fund IDBI Small Cap Fund Franklin India Smaller Companies Fund Sundaram Small Cap Fund HDFC Small Cap Fund Point 1 Upper mid AUM (₹19,635 Cr). Bottom quartile AUM (₹743 Cr). Lower mid AUM (₹14,336 Cr). Bottom quartile AUM (₹3,872 Cr). Highest AUM (₹40,417 Cr). Point 2 Established history (19+ yrs). Established history (9+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (18+ yrs). Point 3 Top rated. Not Rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.93% (top quartile). 5Y return: 16.74% (upper mid). 5Y return: 16.17% (lower mid). 5Y return: 15.93% (bottom quartile). 5Y return: 14.41% (bottom quartile). Point 6 3Y return: 17.07% (top quartile). 3Y return: 16.09% (lower mid). 3Y return: 14.56% (bottom quartile). 3Y return: 16.85% (upper mid). 3Y return: 11.74% (bottom quartile). Point 7 1Y return: 8.26% (top quartile). 1Y return: 4.06% (lower mid). 1Y return: -1.15% (bottom quartile). 1Y return: 6.41% (upper mid). 1Y return: -4.32% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 9.18 (top quartile). Alpha: -0.56 (bottom quartile). Alpha: 8.89 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.19 (lower mid). Sharpe: 0.27 (top quartile). Sharpe: -0.15 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: -0.37 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.23 (bottom quartile). Information ratio: -0.65 (bottom quartile). Information ratio: -0.17 (lower mid). Information ratio: 0.00 (upper mid). DSP Small Cap Fund
IDBI Small Cap Fund
Franklin India Smaller Companies Fund
Sundaram Small Cap Fund
HDFC 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 (%) 2025 (%) 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 ₹37.64
↓ -0.26 ₹1,229 7.3 19.5 16.7 19.7 13.9 3.5 Motilal Oswal Multicap 35 Fund Growth ₹59.6142
↓ -0.72 ₹13,294 5.5 4.7 -5.4 17.7 11.9 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Mahindra Badhat Yojana Growth ₹37.7187
↓ -0.32 ₹6,926 4.5 9 4.2 16.6 15.2 3.4 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 Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Mahindra Badhat Yojana Point 1 Bottom quartile AUM (₹382 Cr). Lower mid AUM (₹1,229 Cr). Highest AUM (₹13,294 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹6,926 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Established history (12+ yrs). Oldest track record among peers (20 yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 4★ (upper mid). Not 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: 13.88% (upper mid). 5Y return: 11.90% (bottom quartile). 5Y return: 13.57% (lower mid). 5Y return: 15.19% (top quartile). Point 6 3Y return: 22.73% (top quartile). 3Y return: 19.69% (upper mid). 3Y return: 17.74% (lower mid). 3Y return: 17.28% (bottom quartile). 3Y return: 16.62% (bottom quartile). Point 7 1Y return: 13.54% (lower mid). 1Y return: 16.68% (upper mid). 1Y return: -5.40% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 4.15% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -7.36 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 4.46 (top quartile). Point 9 Sharpe: 1.01 (upper mid). Sharpe: 0.54 (lower mid). Sharpe: -0.74 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.01 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.53 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.64 (top quartile). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Mahindra Badhat Yojana
ਚੋਟੀ ਦੀਆਂ 5 (ELSS) ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) 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 Motilal Oswal Long Term Equity Fund Growth ₹54.4806
↓ -0.43 ₹4,862 2.2 15.9 1.4 20.5 16.4 -9.1 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 SBI Magnum Tax Gain Fund Growth ₹432.451
↓ -2.75 ₹31,839 0.3 -0.4 -2.7 15.8 15.9 6.6 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 Equity Advantage Fund HDFC Long Term Advantage Fund Motilal Oswal Long Term Equity Fund Baroda Pioneer ELSS 96 SBI Magnum Tax Gain Fund Point 1 Bottom quartile AUM (₹485 Cr). Lower mid AUM (₹1,318 Cr). Upper mid AUM (₹4,862 Cr). Bottom quartile AUM (₹210 Cr). Highest AUM (₹31,839 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (25 yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Not Rated. Rating: 2★ (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: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 16.37% (upper mid). 5Y return: 11.62% (bottom quartile). 5Y return: 15.92% (lower mid). Point 6 3Y return: 20.84% (top quartile). 3Y return: 20.64% (upper mid). 3Y return: 20.50% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 15.81% (bottom quartile). Point 7 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 1.41% (bottom quartile). 1Y return: 17.56% (upper mid). 1Y return: -2.71% (bottom quartile). Point 8 Alpha: 1.78 (lower mid). Alpha: 1.75 (bottom quartile). Alpha: 6.27 (top quartile). Alpha: 5.69 (upper mid). Alpha: -0.28 (bottom quartile). Point 9 Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 0.02 (bottom quartile). Sharpe: 2.51 (top quartile). Sharpe: -0.36 (bottom quartile). Point 10 Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.76 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: 1.29 (top quartile). IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
Motilal Oswal Long Term Equity Fund
Baroda Pioneer ELSS 96
SBI Magnum Tax Gain Fund
ਚੋਟੀ ਦੇ 5 ਸੈਕਟਰ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) LIC MF Infrastructure Fund Growth ₹53.5155
↓ -0.32 ₹1,137 3.8 16.7 5.7 24.8 22.3 -3.7 UTI Healthcare Fund Growth ₹326.715
↓ -2.06 ₹1,308 13.2 21.4 10.8 24.2 14 -3.1 SBI PSU Fund Growth ₹34.222
↓ -0.20 ₹6,684 -6.1 2.4 5.8 23.9 23 11.3 SBI Healthcare Opportunities Fund Growth ₹503.514
↓ -5.33 ₹4,998 16.6 23.9 15.5 23 16.3 -3.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹65.96
↓ -0.74 ₹837 6.5 18.4 14.2 23 20.2 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary LIC MF Infrastructure Fund UTI Healthcare Fund SBI PSU Fund SBI Healthcare Opportunities Fund BOI AXA Manufacturing and Infrastructure Fund Point 1 Bottom quartile AUM (₹1,137 Cr). Lower mid AUM (₹1,308 Cr). Highest AUM (₹6,684 Cr). Upper mid AUM (₹4,998 Cr). Bottom quartile AUM (₹837 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (27 yrs). Established history (16+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Not Rated. Rating: 1★ (lower mid). Top rated. Rating: 2★ (upper mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 22.29% (upper mid). 5Y return: 13.95% (bottom quartile). 5Y return: 22.95% (top quartile). 5Y return: 16.29% (bottom quartile). 5Y return: 20.24% (lower mid). Point 6 3Y return: 24.83% (top quartile). 3Y return: 24.18% (upper mid). 3Y return: 23.88% (lower mid). 3Y return: 23.05% (bottom quartile). 3Y return: 23.01% (bottom quartile). Point 7 1Y return: 5.68% (bottom quartile). 1Y return: 10.78% (lower mid). 1Y return: 5.76% (bottom quartile). 1Y return: 15.48% (top quartile). 1Y return: 14.16% (upper mid). Point 8 Alpha: 8.41 (top quartile). Alpha: 2.15 (lower mid). Alpha: -0.30 (bottom quartile). Alpha: 2.23 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.22 (bottom quartile). Sharpe: 0.58 (upper mid). Sharpe: 0.12 (bottom quartile). Sharpe: 0.59 (top quartile). Sharpe: 0.53 (lower mid). Point 10 Information ratio: 0.58 (top quartile). Information ratio: 0.20 (upper mid). Information ratio: -0.11 (bottom quartile). Information ratio: -0.17 (bottom quartile). Information ratio: 0.00 (lower mid). LIC MF Infrastructure Fund
UTI Healthcare Fund
SBI PSU Fund
SBI Healthcare Opportunities Fund
BOI AXA Manufacturing and Infrastructure Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Pure Value Fund Growth ₹133.383
↓ -1.66 ₹6,603 2.8 8 6 15.8 14 2.6 HDFC Capital Builder Value Fund Growth ₹771.037
↓ -4.67 ₹7,583 2.4 4 2.7 15.6 14.3 8.6 Nippon India Value Fund Growth ₹221.732
↓ -1.58 ₹8,962 -1.2 -0.8 -3.2 15.2 14.4 4.2 ICICI Prudential Value Discovery Fund Growth ₹457.27
↓ -1.46 ₹60,198 -1.7 -4.9 -3.1 13.6 16 13.8 UTI Value Opportunities Fund Growth ₹164.375
↓ -1.18 ₹9,440 0.9 -1.9 -3.7 13.2 11.9 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund Nippon India Value Fund ICICI Prudential Value Discovery Fund UTI Value Opportunities Fund Point 1 Bottom quartile AUM (₹6,603 Cr). Bottom quartile AUM (₹7,583 Cr). Lower mid AUM (₹8,962 Cr). Highest AUM (₹60,198 Cr). Upper mid AUM (₹9,440 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.02% (bottom quartile). 5Y return: 14.28% (lower mid). 5Y return: 14.39% (upper mid). 5Y return: 15.97% (top quartile). 5Y return: 11.91% (bottom quartile). Point 6 3Y return: 15.76% (top quartile). 3Y return: 15.64% (upper mid). 3Y return: 15.16% (lower mid). 3Y return: 13.62% (bottom quartile). 3Y return: 13.19% (bottom quartile). Point 7 1Y return: 6.01% (top quartile). 1Y return: 2.74% (upper mid). 1Y return: -3.17% (bottom quartile). 1Y return: -3.12% (lower mid). 1Y return: -3.72% (bottom quartile). Point 8 Alpha: 6.28 (top quartile). Alpha: 3.42 (upper mid). Alpha: -0.61 (lower mid). Alpha: -3.68 (bottom quartile). Alpha: -3.38 (bottom quartile). Point 9 Sharpe: 0.01 (top quartile). Sharpe: -0.13 (upper mid). Sharpe: -0.36 (lower mid). Sharpe: -0.58 (bottom quartile). Sharpe: -0.53 (bottom quartile). Point 10 Information ratio: 0.70 (lower mid). Information ratio: 1.47 (top quartile). Information ratio: 1.12 (upper mid). Information ratio: 0.38 (bottom quartile). Information ratio: 0.27 (bottom quartile). Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value Fund
Nippon India Value Fund
ICICI Prudential Value Discovery Fund
UTI Value Opportunities Fund
ਚੋਟੀ ਦੇ 5 ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 ICICI Prudential Focused Equity Fund Growth ₹93.99
↓ -0.80 ₹17,012 2.2 0.3 1.8 17 16.1 15.4 HDFC Focused 30 Fund Growth ₹230.134
↓ -1.09 ₹27,303 1.7 -0.5 -0.5 15.7 18 10.9 SBI Focused Equity Fund Growth ₹394.79
↓ -4.29 ₹47,274 2.6 5.2 11.7 15.4 12.8 15.7 DSP Focus Fund Growth ₹54.358
↓ -0.35 ₹2,601 3 1.1 -1.7 13.6 10.4 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Select Focus Fund ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund SBI Focused Equity Fund DSP Focus Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹17,012 Cr). Upper mid AUM (₹27,303 Cr). Highest AUM (₹47,274 Cr). Bottom quartile AUM (₹2,601 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). 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: 17.29% (upper mid). 5Y return: 16.09% (lower mid). 5Y return: 17.98% (top quartile). 5Y return: 12.76% (bottom quartile). 5Y return: 10.41% (bottom quartile). Point 6 3Y return: 17.03% (top quartile). 3Y return: 16.98% (upper mid). 3Y return: 15.72% (lower mid). 3Y return: 15.37% (bottom quartile). 3Y return: 13.61% (bottom quartile). Point 7 1Y return: 24.49% (top quartile). 1Y return: 1.75% (lower mid). 1Y return: -0.47% (bottom quartile). 1Y return: 11.67% (upper mid). 1Y return: -1.72% (bottom quartile). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 2.26 (upper mid). Alpha: -0.27 (bottom quartile). Alpha: 10.04 (top quartile). Alpha: 0.68 (lower mid). Point 9 Sharpe: 1.85 (top quartile). Sharpe: -0.20 (lower mid). Sharpe: -0.32 (bottom quartile). Sharpe: 0.18 (upper mid). Sharpe: -0.27 (bottom quartile). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 1.27 (top quartile). Information ratio: 0.67 (upper mid). Information ratio: 0.49 (lower mid). Information ratio: 0.39 (bottom quartile). Sundaram Select Focus Fund
ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
DSP Focus 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹585.941
↑ 0.12 ₹17,816 1.6 3.3 6.2 7.3 7.4 7.45% 5M 26D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹29.5634
↑ 0.01 ₹14,352 1.6 3.3 6.1 7 7.1 7.79% 5M 8D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,371.42
↑ 1.76 ₹11,408 1.5 3.2 6.1 7 7 7.77% 5M 5D 8M 16D Invesco India Ultra Short Term Fund Growth ₹2,872.7
↑ 0.65 ₹1,002 1.5 3.3 6 6.9 6.8 7.53% 5M 3D 5M 6D Kotak Savings Fund Growth ₹45.6569
↑ 0.01 ₹14,181 1.6 3.2 5.9 6.8 6.8 7.9% 4M 24D 6M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 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 (₹17,816 Cr). Upper mid AUM (₹14,352 Cr). Bottom quartile AUM (₹11,408 Cr). Bottom quartile AUM (₹1,002 Cr). Lower mid AUM (₹14,181 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 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: 6.22% (top quartile). 1Y return: 6.15% (upper mid). 1Y return: 6.08% (lower mid). 1Y return: 5.96% (bottom quartile). 1Y return: 5.92% (bottom quartile). Point 6 1M return: 0.65% (upper mid). 1M return: 0.60% (bottom quartile). 1M return: 0.61% (lower mid). 1M return: 0.60% (bottom quartile). 1M return: 0.66% (top quartile). Point 7 Sharpe: 0.91 (upper mid). Sharpe: 0.92 (top quartile). Sharpe: 0.84 (lower mid). Sharpe: 0.68 (bottom quartile). Sharpe: 0.50 (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): 7.79% (upper mid). Yield to maturity (debt): 7.77% (lower mid). Yield to maturity (debt): 7.53% (bottom quartile). Yield to maturity (debt): 7.90% (top quartile). Point 10 Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Modified duration: 0.42 yrs (upper mid). Modified duration: 0.40 yrs (top quartile). 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% HDFC Short Term Debt Fund Growth ₹34.0177
↓ 0.00 ₹15,008 1.8 3.1 5.3 7.3 7.8 8.01% 2Y 4M 28D 3Y 1M 24D ICICI Prudential Short Term Fund Growth ₹64.0523
↓ -0.01 ₹19,175 1.8 3.1 5.5 7.3 8 8.14% 2Y 8M 19D 4Y 5M 23D Axis Short Term Fund Growth ₹32.8674
↓ 0.00 ₹8,183 1.8 3.2 5.3 7.3 8.1 7.92% 2Y 3M 22D 3Y 2M 23D 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 HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Axis Short Term Fund IDBI Short Term Bond Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹15,008 Cr). Highest AUM (₹19,175 Cr). Lower mid AUM (₹8,183 Cr). Bottom quartile AUM (₹26 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (16+ yrs). Established history (24+ yrs). Established history (16+ yrs). Established history (15+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 5.27% (bottom quartile). 1Y return: 5.52% (lower mid). 1Y return: 5.30% (bottom quartile). 1Y return: 6.21% (upper mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.52% (lower mid). 1M return: 0.50% (bottom quartile). 1M return: 0.53% (upper mid). 1M return: 0.43% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.11 (lower mid). Sharpe: 0.29 (top quartile). Sharpe: 0.14 (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): 8.01% (upper mid). Yield to maturity (debt): 8.14% (top quartile). Yield to maturity (debt): 7.92% (lower mid). Yield to maturity (debt): 6.43% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.41 yrs (bottom quartile). Modified duration: 2.72 yrs (bottom quartile). Modified duration: 2.31 yrs (lower mid). Modified duration: 0.25 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹3,103.42
↑ 0.65 ₹44,866 0.5 1.6 3.4 6.3 6.6 6.64% 1M 5D 1M 5D Edelweiss Liquid Fund Growth ₹3,563.92
↑ 0.71 ₹12,259 0.5 1.6 3.4 6.3 6.5 6.51% 1M 6D 1M 6D Canara Robeco Liquid Growth ₹3,352.39
↑ 0.70 ₹5,182 0.5 1.6 3.3 6.3 6.5 6.38% 2M 2D 2M 6D UTI Liquid Cash Plan Growth ₹457.045
↑ 0.09 ₹27,632 0.5 1.6 3.3 6.3 6.5 6.62% 1M 5D 1M 6D Tata Liquid Fund Growth ₹4,386.28
↑ 0.92 ₹22,044 0.5 1.6 3.3 6.3 6.5 6.59% 1M 6D 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 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 (₹44,866 Cr). Bottom quartile AUM (₹12,259 Cr). Bottom quartile AUM (₹5,182 Cr). Upper mid AUM (₹27,632 Cr). Lower mid AUM (₹22,044 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (18+ 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: 6.34% (top quartile). 1Y return: 6.34% (upper mid). 1Y return: 6.27% (bottom quartile). 1Y return: 6.30% (lower mid). 1Y return: 6.26% (bottom quartile). Point 6 1M return: 0.54% (upper mid). 1M return: 0.54% (top quartile). 1M return: 0.53% (bottom quartile). 1M return: 0.53% (bottom quartile). 1M return: 0.53% (lower mid). Point 7 Sharpe: 2.39 (top quartile). Sharpe: 2.34 (bottom quartile). Sharpe: 2.22 (bottom quartile). Sharpe: 2.38 (upper mid). Sharpe: 2.37 (lower mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.19 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.64% (top quartile). Yield to maturity (debt): 6.51% (bottom quartile). Yield to maturity (debt): 6.38% (bottom quartile). Yield to maturity (debt): 6.62% (upper mid). Yield to maturity (debt): 6.59% (lower mid). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.10 yrs (lower mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 0.10 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Kotak Banking and PSU Debt fund Growth ₹69.399
↓ -0.01 ₹5,019 1.9 3.1 5.1 7.1 7.7 7.77% 2Y 9M 22D 3Y 6M 18D ICICI Prudential Banking and PSU Debt Fund Growth ₹34.7046
↓ -0.01 ₹8,823 1.8 2.9 5.2 7.1 7.6 7.9% 3Y 2M 16D 5Y 9M 29D HDFC Banking and PSU Debt Fund Growth ₹24.3094
↓ 0.00 ₹5,255 1.9 3 4.7 6.9 7.5 7.78% 3Y 7D 4Y 1M 2D Bandhan Banking & PSU Debt Fund Growth ₹26.1116
↓ 0.00 ₹12,172 2 3.4 5.2 6.9 7.1 7.57% 2Y 2M 5D 2Y 6M 11D Nippon India Banking & PSU Debt Fund Growth ₹21.9014
↓ 0.00 ₹5,307 1.9 3.1 4.5 6.9 7.3 7.76% 2Y 9M 14D 3Y 5M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Banking and PSU Debt fund ICICI Prudential Banking and PSU Debt Fund HDFC Banking and PSU Debt Fund Bandhan Banking & PSU Debt Fund Nippon India Banking & PSU Debt Fund Point 1 Bottom quartile AUM (₹5,019 Cr). Upper mid AUM (₹8,823 Cr). Bottom quartile AUM (₹5,255 Cr). Highest AUM (₹12,172 Cr). Lower mid AUM (₹5,307 Cr). Point 2 Oldest track record among peers (27 yrs). Established history (16+ yrs). Established history (12+ yrs). Established history (13+ yrs). Established history (11+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 5.14% (lower mid). 1Y return: 5.17% (upper mid). 1Y return: 4.67% (bottom quartile). 1Y return: 5.22% (top quartile). 1Y return: 4.49% (bottom quartile). Point 6 1M return: 0.58% (top quartile). 1M return: 0.46% (bottom quartile). 1M return: 0.51% (lower mid). 1M return: 0.51% (upper mid). 1M return: 0.49% (bottom quartile). Point 7 Sharpe: 0.04 (lower mid). Sharpe: 0.12 (top quartile). Sharpe: -0.11 (bottom quartile). Sharpe: 0.10 (upper mid). Sharpe: -0.17 (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% (lower mid). Yield to maturity (debt): 7.90% (top quartile). Yield to maturity (debt): 7.78% (upper mid). Yield to maturity (debt): 7.57% (bottom quartile). Yield to maturity (debt): 7.76% (bottom quartile). Point 10 Modified duration: 2.81 yrs (lower mid). Modified duration: 3.21 yrs (bottom quartile). Modified duration: 3.02 yrs (bottom quartile). Modified duration: 2.18 yrs (top quartile). Modified duration: 2.79 yrs (upper mid). Kotak Banking and PSU Debt fund
ICICI Prudential Banking and PSU Debt Fund
HDFC Banking and PSU Debt Fund
Bandhan 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹54.8256
↓ -0.01 ₹275 1.7 7.8 9.8 15.9 21 7.73% 2Y 1M 28D 2Y 10M 17D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.1876
↓ -0.01 ₹1,461 2.3 4.5 11.7 12.1 13.4 7.98% 2Y 29D 2Y 9M 4D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹2,071.21
↓ -1.24 ₹163 1.8 4.3 6.5 8.4 9.2 7.96% 2Y 7M 20D 3Y 7M 10D ICICI Prudential Regular Savings Fund Growth ₹34.5048
↓ -0.02 ₹6,212 2.2 3.7 7.6 8.3 9.5 8.93% 2Y 14D 3Y 1M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 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 (₹275 Cr). Upper mid AUM (₹1,461 Cr). Bottom quartile AUM (₹104 Cr). Bottom quartile AUM (₹163 Cr). Highest AUM (₹6,212 Cr). Point 2 Oldest track record among peers (23 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: 9.84% (upper mid). 1Y return: 11.65% (top quartile). 1Y return: 7.45% (bottom quartile). 1Y return: 6.52% (bottom quartile). 1Y return: 7.55% (lower mid). Point 6 1M return: 1.09% (top quartile). 1M return: 0.84% (lower mid). 1M return: 0.91% (upper mid). 1M return: 0.56% (bottom quartile). 1M return: 0.80% (bottom quartile). Point 7 Sharpe: 0.76 (lower mid). Sharpe: 1.95 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.64 (bottom quartile). Sharpe: 1.40 (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): 7.73% (bottom quartile). Yield to maturity (debt): 7.98% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.96% (lower mid). Yield to maturity (debt): 8.93% (top quartile). Point 10 Modified duration: 2.16 yrs (bottom quartile). Modified duration: 2.08 yrs (lower mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.64 yrs (bottom quartile). Modified duration: 2.04 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Corporate Debt Fund Growth ₹106.061
↑ 0.03 ₹1,362 1.7 3.1 5.4 7.5 9.1 7.91% 1Y 4M 20D 2Y 9M 7D BNP Paribas Corporate Bond Fund Growth ₹29.2707
↓ 0.00 ₹286 2.1 3.5 5.3 7.4 8.3 7.73% 2Y 4M 13D 3Y 2M 16D ICICI Prudential Corporate Bond Fund Growth ₹31.7923
↓ -0.01 ₹30,030 1.9 3.3 5.6 7.4 8 7.91% 3Y 4M 10D 5Y 8M 23D Nippon India Prime Debt Fund Growth ₹63.5003
↑ 0.00 ₹9,433 1.9 3.1 4.7 7.3 7.8 7.9% 2Y 4M 6D 2Y 10M 13D Kotak Corporate Bond Fund Standard Growth ₹3,995.04
↓ -0.42 ₹14,997 1.8 2.9 4.8 7.2 7.8 7.99% 2Y 6M 29D 4Y Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Corporate Debt Fund BNP Paribas Corporate Bond Fund ICICI Prudential Corporate Bond Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard Point 1 Bottom quartile AUM (₹1,362 Cr). Bottom quartile AUM (₹286 Cr). Highest AUM (₹30,030 Cr). Lower mid AUM (₹9,433 Cr). Upper mid AUM (₹14,997 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (25+ yrs). Established history (18+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 5.40% (upper mid). 1Y return: 5.27% (lower mid). 1Y return: 5.61% (top quartile). 1Y return: 4.72% (bottom quartile). 1Y return: 4.80% (bottom quartile). Point 6 1M return: 0.75% (top quartile). 1M return: 0.61% (upper mid). 1M return: 0.57% (lower mid). 1M return: 0.56% (bottom quartile). 1M return: 0.55% (bottom quartile). Point 7 Sharpe: 0.07 (lower mid). Sharpe: 0.11 (upper mid). Sharpe: 0.31 (top quartile). Sharpe: -0.12 (bottom quartile). Sharpe: -0.10 (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): 7.91% (upper mid). Yield to maturity (debt): 7.73% (bottom quartile). Yield to maturity (debt): 7.91% (lower mid). Yield to maturity (debt): 7.90% (bottom quartile). Yield to maturity (debt): 7.99% (top quartile). Point 10 Modified duration: 1.39 yrs (top quartile). Modified duration: 2.37 yrs (lower mid). Modified duration: 3.36 yrs (bottom quartile). Modified duration: 2.35 yrs (upper mid). Modified duration: 2.58 yrs (bottom quartile). Franklin India Corporate Debt Fund
BNP Paribas Corporate Bond Fund
ICICI Prudential 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.349
↓ -0.10 ₹1,892 3.3 5.4 5.1 7.3 3.7 7.6% 10Y 11M 16D 32Y 1M 28D ICICI Prudential Gilt Fund Growth ₹107.821
↓ -0.13 ₹8,785 2.6 2.9 3.8 7 6.8 7.71% 9Y 4M 10D 21Y 7M 6D Axis Gilt Fund Growth ₹26.6076
↓ -0.05 ₹431 2.5 3.2 3.2 7 5.2 7.35% 8Y 4M 24D 19Y 2M 12D UTI Gilt Fund Growth ₹65.7024
↓ -0.03 ₹423 1.4 3.4 3.5 6.6 5.1 6.4% 3Y 2M 16D 7Y 11M 19D SBI Magnum Gilt Fund Growth ₹68.4275
↓ -0.04 ₹8,455 2.3 3.1 2.8 6.4 4.5 6.89% 5Y 10M 28D 10Y 1M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan ICICI Prudential Gilt Fund Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund Point 1 Lower mid AUM (₹1,892 Cr). Highest AUM (₹8,785 Cr). Bottom quartile AUM (₹431 Cr). Bottom quartile AUM (₹423 Cr). Upper mid AUM (₹8,455 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. 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: 5.11% (top quartile). 1Y return: 3.76% (upper mid). 1Y return: 3.16% (bottom quartile). 1Y return: 3.53% (lower mid). 1Y return: 2.85% (bottom quartile). Point 6 1M return: 0.34% (bottom quartile). 1M return: 0.70% (upper mid). 1M return: 0.39% (bottom quartile). 1M return: 0.42% (lower mid). 1M return: 0.88% (top quartile). Point 7 Sharpe: 0.47 (top quartile). Sharpe: -0.14 (upper mid). Sharpe: -0.15 (lower mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.51 (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): 7.60% (upper mid). Yield to maturity (debt): 7.71% (top quartile). Yield to maturity (debt): 7.35% (lower mid). Yield to maturity (debt): 6.40% (bottom quartile). Yield to maturity (debt): 6.89% (bottom quartile). Point 10 Modified duration: 10.96 yrs (bottom quartile). Modified duration: 9.36 yrs (bottom quartile). Modified duration: 8.40 yrs (lower mid). Modified duration: 3.21 yrs (top quartile). Modified duration: 5.91 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
ICICI Prudential Gilt Fund
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 (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.56
↓ -0.28 ₹1,695 3.1 13.8 7.4 17.8 13.7 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 SBI Multi Asset Allocation Fund Growth ₹66.2325
↓ -0.33 ₹19,354 0.8 0.1 9.7 15.2 13 18.6 ICICI Prudential Multi-Asset Fund Growth ₹806.77
↓ -3.82 ₹84,991 -0.9 -0.6 6 15.2 17.1 18.6 UTI Multi Asset Fund Growth ₹78.022
↓ -0.40 ₹6,890 0.5 -1.3 4.1 15 13.1 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund SBI Multi Asset Allocation Fund ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund Point 1 Bottom quartile AUM (₹1,695 Cr). Bottom quartile AUM (₹1,954 Cr). Upper mid AUM (₹19,354 Cr). Highest AUM (₹84,991 Cr). Lower mid AUM (₹6,890 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (17+ yrs). Point 3 Not Rated. Rating: 2★ (upper mid). Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.72% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 13.03% (bottom quartile). 5Y return: 17.11% (top quartile). 5Y return: 13.08% (bottom quartile). Point 6 3Y return: 17.77% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.21% (lower mid). 3Y return: 15.19% (bottom quartile). 3Y return: 15.03% (bottom quartile). Point 7 1Y return: 7.39% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: 9.66% (upper mid). 1Y return: 6.02% (bottom quartile). 1Y return: 4.11% (bottom quartile). Point 8 1M return: -0.69% (bottom quartile). 1M return: 1.80% (top quartile). 1M return: -0.04% (lower mid). 1M return: -0.07% (bottom quartile). 1M return: 0.42% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 5.81 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.17 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: 0.53 (upper mid). Sharpe: 0.01 (bottom quartile). Sharpe: -0.11 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
ਸਿਖਰ ਦੇ 5 ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.56
↓ -0.28 ₹1,695 3.1 13.8 7.4 17.8 13.7 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 ICICI Prudential Equity and Debt Fund Growth ₹403.21
↓ -1.35 ₹51,481 0.3 1.3 2.4 14.7 16.2 13.3 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund ICICI Prudential Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Point 1 Lower mid AUM (₹1,695 Cr). Upper mid AUM (₹1,954 Cr). Highest AUM (₹51,481 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (26+ yrs). Established history (9+ yrs). Established history (22+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Not 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: 13.72% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 16.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). Point 6 3Y return: 17.77% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 14.71% (lower mid). 3Y return: 14.43% (bottom quartile). 3Y return: 14.26% (bottom quartile). Point 7 1Y return: 7.39% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: 2.41% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). Point 8 1M return: -0.69% (bottom quartile). 1M return: 1.80% (upper mid). 1M return: 0.20% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 5.81 (upper mid). Alpha: 2.04 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Point 10 Sharpe: 0.17 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
ਚੋਟੀ ਦੇ 5 ਕੰਜ਼ਰਵੇਟਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.56
↓ -0.28 ₹1,695 3.1 13.8 7.4 17.8 13.7 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 SBI Multi Asset Allocation Fund Growth ₹66.2325
↓ -0.33 ₹19,354 0.8 0.1 9.7 15.2 13 18.6 ICICI Prudential Multi-Asset Fund Growth ₹806.77
↓ -3.82 ₹84,991 -0.9 -0.6 6 15.2 17.1 18.6 UTI Multi Asset Fund Growth ₹78.022
↓ -0.40 ₹6,890 0.5 -1.3 4.1 15 13.1 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund SBI Multi Asset Allocation Fund ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund Point 1 Bottom quartile AUM (₹1,695 Cr). Bottom quartile AUM (₹1,954 Cr). Upper mid AUM (₹19,354 Cr). Highest AUM (₹84,991 Cr). Lower mid AUM (₹6,890 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (17+ yrs). Point 3 Not Rated. Rating: 2★ (upper mid). Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.72% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 13.03% (bottom quartile). 5Y return: 17.11% (top quartile). 5Y return: 13.08% (bottom quartile). Point 6 3Y return: 17.77% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.21% (lower mid). 3Y return: 15.19% (bottom quartile). 3Y return: 15.03% (bottom quartile). Point 7 1Y return: 7.39% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: 9.66% (upper mid). 1Y return: 6.02% (bottom quartile). 1Y return: 4.11% (bottom quartile). Point 8 1M return: -0.69% (bottom quartile). 1M return: 1.80% (top quartile). 1M return: -0.04% (lower mid). 1M return: -0.07% (bottom quartile). 1M return: 0.42% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 5.81 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.17 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: 0.53 (upper mid). Sharpe: 0.01 (bottom quartile). Sharpe: -0.11 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
ਚੋਟੀ ਦੇ 5 ਆਰਬਿਟਰੇਜ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Kotak Equity Arbitrage Fund Growth ₹39.8695
↑ 0.00 ₹72,409 1.4 3 6 7 6.2 6.4 UTI Arbitrage Fund Growth ₹37.2737
↓ 0.00 ₹11,324 1.4 2.9 6 6.9 6 6.5 Invesco India Arbitrage Fund Growth ₹33.9579
↑ 0.01 ₹28,526 1.5 2.9 6.1 6.9 6.2 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹36.4936
↓ 0.00 ₹33,423 1.4 2.9 6 6.9 6 6.5 SBI Arbitrage Opportunities Fund Growth ₹35.9627
↓ 0.00 ₹45,923 1.4 2.9 6 6.9 6.2 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund UTI Arbitrage Fund Invesco India Arbitrage Fund ICICI Prudential Equity Arbitrage Fund SBI Arbitrage Opportunities Fund Point 1 Highest AUM (₹72,409 Cr). Bottom quartile AUM (₹11,324 Cr). Bottom quartile AUM (₹28,526 Cr). Lower mid AUM (₹33,423 Cr). Upper mid AUM (₹45,923 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 5Y return: 6.21% (lower mid). 5Y return: 6.04% (bottom quartile). 5Y return: 6.24% (top quartile). 5Y return: 6.04% (bottom quartile). 5Y return: 6.23% (upper mid). Point 6 3Y return: 7.00% (top quartile). 3Y return: 6.95% (upper mid). 3Y return: 6.91% (lower mid). 3Y return: 6.90% (bottom quartile). 3Y return: 6.89% (bottom quartile). Point 7 1Y return: 6.05% (upper mid). 1Y return: 5.99% (bottom quartile). 1Y return: 6.08% (top quartile). 1Y return: 6.01% (lower mid). 1Y return: 5.98% (bottom quartile). Point 8 1M return: 0.50% (lower mid). 1M return: 0.47% (bottom quartile). 1M return: 0.50% (upper mid). 1M return: 0.53% (top quartile). 1M return: 0.48% (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: 0.31 (bottom quartile). Sharpe: 0.34 (upper mid). Sharpe: 0.47 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.33 (lower mid). Kotak Equity Arbitrage Fund
UTI Arbitrage Fund
Invesco India Arbitrage Fund
ICICI Prudential Equity Arbitrage Fund
SBI Arbitrage Opportunities Fund
ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Franklin India Multi - Asset Solution Fund Growth ₹22.2842
↑ 0.00 ₹137 1.6 3.1 5.6 12.5 10.7 14.1 ICICI Prudential Balanced Advantage Fund Growth ₹77.57
↓ -0.25 ₹72,486 1.8 1.9 4.8 11.3 10.8 12.2 Axis Dynamic Equity Fund Growth ₹21.32
↓ -0.07 ₹3,814 0.9 0.8 1.4 11 9.3 7 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹111.6
↓ -0.60 ₹9,490 2 3.6 3.9 10.9 9.6 10.1 Nippon India Balanced Advantage Fund Growth ₹181.486
↓ -0.72 ₹9,796 1.1 3 2.2 10.1 9 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund ICICI Prudential Balanced Advantage Fund Axis Dynamic Equity Fund Aditya Birla Sun Life Balanced Advantage Fund Nippon India Balanced Advantage Fund Point 1 Bottom quartile AUM (₹137 Cr). Highest AUM (₹72,486 Cr). Bottom quartile AUM (₹3,814 Cr). Lower mid AUM (₹9,490 Cr). Upper mid AUM (₹9,796 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Established history (8+ yrs). Oldest track record among peers (26 yrs). Established history (21+ yrs). Point 3 Not Rated. Top 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: 10.74% (upper mid). 5Y return: 10.75% (top quartile). 5Y return: 9.34% (bottom quartile). 5Y return: 9.55% (lower mid). 5Y return: 9.03% (bottom quartile). Point 6 3Y return: 12.55% (top quartile). 3Y return: 11.29% (upper mid). 3Y return: 11.00% (lower mid). 3Y return: 10.88% (bottom quartile). 3Y return: 10.07% (bottom quartile). Point 7 1Y return: 5.64% (top quartile). 1Y return: 4.78% (upper mid). 1Y return: 1.43% (bottom quartile). 1Y return: 3.87% (lower mid). 1Y return: 2.16% (bottom quartile). Point 8 1M return: 0.70% (lower mid). 1M return: 0.88% (upper mid). 1M return: 0.52% (bottom quartile). 1M return: 1.13% (top quartile). 1M return: 0.37% (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: -0.21 (upper mid). Sharpe: -0.12 (top quartile). Sharpe: -0.43 (bottom quartile). Sharpe: -0.22 (lower mid). Sharpe: -0.27 (bottom quartile). Franklin India Multi - Asset Solution Fund
ICICI Prudential Balanced Advantage Fund
Axis Dynamic Equity Fund
Aditya Birla Sun Life Balanced Advantage Fund
Nippon India 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 (%) 2025 (%) SBI Multi Asset Allocation Fund Growth ₹66.2325
↓ -0.33 ₹19,354 0.8 0.1 9.7 15.2 13 18.6 ICICI Prudential Multi-Asset Fund Growth ₹806.77
↓ -3.82 ₹84,991 -0.9 -0.6 6 15.2 17.1 18.6 UTI Multi Asset Fund Growth ₹78.022
↓ -0.40 ₹6,890 0.5 -1.3 4.1 15 13.1 11.1 Axis Triple Advantage Fund Growth ₹44.3141
↓ -0.19 ₹2,384 1.3 -1.1 9.4 12.4 9.3 15.3 Edelweiss Multi Asset Allocation Fund Growth ₹64.27
↓ -0.33 ₹3,784 1.2 2.7 0.3 12.3 12.6 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Multi Asset Allocation Fund ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund Axis Triple Advantage Fund Edelweiss Multi Asset Allocation Fund Point 1 Upper mid AUM (₹19,354 Cr). Highest AUM (₹84,991 Cr). Lower mid AUM (₹6,890 Cr). Bottom quartile AUM (₹2,384 Cr). Bottom quartile AUM (₹3,784 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (15+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.03% (lower mid). 5Y return: 17.11% (top quartile). 5Y return: 13.08% (upper mid). 5Y return: 9.29% (bottom quartile). 5Y return: 12.62% (bottom quartile). Point 6 3Y return: 15.21% (top quartile). 3Y return: 15.19% (upper mid). 3Y return: 15.03% (lower mid). 3Y return: 12.37% (bottom quartile). 3Y return: 12.28% (bottom quartile). Point 7 1Y return: 9.66% (top quartile). 1Y return: 6.02% (lower mid). 1Y return: 4.11% (bottom quartile). 1Y return: 9.45% (upper mid). 1Y return: 0.31% (bottom quartile). Point 8 1M return: -0.04% (bottom quartile). 1M return: -0.07% (bottom quartile). 1M return: 0.42% (upper mid). 1M return: 0.94% (top quartile). 1M return: 0.31% (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: -0.35 (bottom quartile). Point 10 Sharpe: 0.53 (top quartile). Sharpe: 0.01 (lower mid). Sharpe: -0.11 (bottom quartile). Sharpe: 0.37 (upper mid). Sharpe: -0.42 (bottom quartile). SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
Axis Triple Advantage Fund
Edelweiss Multi Asset Allocation Fund
ਚੋਟੀ ਦੇ 5 ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Edelweiss Equity Savings Fund Growth ₹26.9317
↓ -0.06 ₹1,444 2.4 4.4 6.5 10.2 8.8 8 Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Kotak Equity Savings Fund Growth ₹27.2813
↓ -0.06 ₹10,223 0.9 2.3 4 9.3 9.3 7.9 Axis Equity Saver Fund Growth ₹22.98
↓ -0.05 ₹875 2.6 2.6 3.6 8.5 7.3 5.4 SBI Equity Savings Fund Growth ₹24.5353
↓ -0.04 ₹5,610 0.5 1.4 1.3 8.4 8.1 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Edelweiss Equity Savings Fund Tata Equity Savings Fund Kotak Equity Savings Fund Axis Equity Saver Fund SBI Equity Savings Fund Point 1 Lower mid AUM (₹1,444 Cr). Bottom quartile AUM (₹285 Cr). Highest AUM (₹10,223 Cr). Bottom quartile AUM (₹875 Cr). Upper mid AUM (₹5,610 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (29 yrs). Established history (11+ yrs). Established history (10+ yrs). Established history (11+ 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: 8.76% (upper mid). 5Y return: 8.02% (bottom quartile). 5Y return: 9.31% (top quartile). 5Y return: 7.30% (bottom quartile). 5Y return: 8.12% (lower mid). Point 6 3Y return: 10.23% (top quartile). 3Y return: 9.85% (upper mid). 3Y return: 9.32% (lower mid). 3Y return: 8.46% (bottom quartile). 3Y return: 8.45% (bottom quartile). Point 7 1Y return: 6.45% (upper mid). 1Y return: 6.88% (top quartile). 1Y return: 4.01% (lower mid). 1Y return: 3.56% (bottom quartile). 1Y return: 1.32% (bottom quartile). Point 8 1M return: 0.75% (upper mid). 1M return: 0.34% (bottom quartile). 1M return: 0.56% (lower mid). 1M return: 0.97% (top quartile). 1M return: -0.04% (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: 0.21 (top quartile). Sharpe: 0.00 (upper mid). Sharpe: -0.17 (lower mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.84 (bottom quartile). Edelweiss Equity Savings Fund
Tata Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver Fund
SBI Equity Savings Fund
ਚੋਟੀ ਦੀਆਂ 5 ਹੱਲ ਓਰੀਐਂਟਿਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Child Care Plan (Gift) Growth ₹323.87
↓ -1.14 ₹1,417 -0.4 2.8 -3.3 13.6 12.5 8.3 HDFC Retirement Savings Fund - Equity Plan Growth ₹47.97
↓ -0.22 ₹6,832 -1 -3.6 -6.3 9.2 11.9 5.2 Tata Retirement Savings Fund - Progressive Growth ₹67.7866
↓ -0.73 ₹2,164 4.9 9 1.9 12.9 10.7 -1.2 Tata Retirement Savings Fund-Moderate Growth ₹66.8716
↓ -0.60 ₹2,177 4.3 7.7 2.2 12 10.5 1 SBI Magnum Children's Benefit Plan Growth ₹117.976
↓ -0.37 ₹145 4.6 7.3 6.5 11.8 10.2 3.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Child Care Plan (Gift) HDFC Retirement Savings Fund - Equity Plan Tata Retirement Savings Fund - Progressive Tata Retirement Savings Fund-Moderate SBI Magnum Children's Benefit Plan Point 1 Bottom quartile AUM (₹1,417 Cr). Highest AUM (₹6,832 Cr). Lower mid AUM (₹2,164 Cr). Upper mid AUM (₹2,177 Cr). Bottom quartile AUM (₹145 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (10+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (24+ yrs). Point 3 Rating: 2★ (bottom quartile). Not Rated. Top rated. Rating: 5★ (upper mid). Rating: 5★ (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: 12.52% (top quartile). 5Y return: 11.94% (upper mid). 5Y return: 10.66% (lower mid). 5Y return: 10.45% (bottom quartile). 5Y return: 10.19% (bottom quartile). Point 6 3Y return: 13.59% (top quartile). 3Y return: 9.18% (bottom quartile). 3Y return: 12.92% (upper mid). 3Y return: 11.99% (lower mid). 3Y return: 11.80% (bottom quartile). Point 7 1Y return: -3.26% (bottom quartile). 1Y return: -6.25% (bottom quartile). 1Y return: 1.87% (lower mid). 1Y return: 2.25% (upper mid). 1Y return: 6.52% (top quartile). Point 8 1M return: -1.67% (bottom quartile). 1M return: -0.82% (bottom quartile). 1M return: 0.94% (upper mid). 1M return: 0.83% (lower mid). 1M return: 1.17% (top quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: -5.91 (bottom quartile). Alpha: 2.66 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.42 (bottom quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.22 (lower mid). Sharpe: -0.22 (upper mid). Sharpe: 0.32 (top quartile). ICICI Prudential Child Care Plan (Gift)
HDFC Retirement Savings Fund - Equity Plan
Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund-Moderate
SBI Magnum Children's Benefit Plan
ਚੋਟੀ ਦੇ 5 ਗੋਲਡ ਫੰਡ 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Gold Fund Growth ₹41.8328
↓ -0.18 ₹15,294 -4.4 -6.9 41.5 32.6 23.3 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹44.1847
↓ -0.23 ₹6,265 -4.4 -7.2 41 32.5 23.2 72 Aditya Birla Sun Life Gold Fund Growth ₹41.5528
↓ -0.04 ₹1,648 -4.4 -7 41.7 32.5 23 72 Kotak Gold Fund Growth ₹54.8991
↓ -0.22 ₹6,422 -4.1 -7.2 41.4 32.4 22.7 70.4 HDFC Gold Fund Growth ₹42.6372
↓ -0.13 ₹11,019 -4.3 -7.2 41.1 32.4 23.1 71.3 IDBI Gold Fund Growth ₹37.0565
↓ -0.11 ₹757 -4.2 -7.7 41.3 32.4 23.1 79 Nippon India Gold Savings Fund Growth ₹54.5921
↓ -0.21 ₹6,854 -4.4 -7 41.2 32.3 23 71.2 Axis Gold Fund Growth ₹41.4952
↓ -0.26 ₹2,828 -4.3 -7.1 41.1 32.2 23.1 69.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 26 Research Highlights & Commentary of 8 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Aditya Birla Sun Life Gold Fund Kotak Gold Fund HDFC Gold Fund IDBI Gold Fund Nippon India Gold Savings Fund Axis Gold Fund Point 1 Highest AUM (₹15,294 Cr). Lower mid AUM (₹6,265 Cr). Bottom quartile AUM (₹1,648 Cr). Upper mid AUM (₹6,422 Cr). Top quartile AUM (₹11,019 Cr). Bottom quartile AUM (₹757 Cr). Upper mid AUM (₹6,854 Cr). Lower mid AUM (₹2,828 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (top quartile). Rating: 1★ (upper mid). Top rated. Rating: 1★ (lower mid). Rating: 1★ (lower mid). Not Rated. Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 23.28% (top quartile). 5Y return: 23.16% (top quartile). 5Y return: 22.98% (bottom quartile). 5Y return: 22.73% (bottom quartile). 5Y return: 23.07% (lower mid). 5Y return: 23.14% (upper mid). 5Y return: 23.01% (lower mid). 5Y return: 23.12% (upper mid). Point 6 3Y return: 32.63% (top quartile). 3Y return: 32.54% (top quartile). 3Y return: 32.48% (upper mid). 3Y return: 32.43% (upper mid). 3Y return: 32.40% (lower mid). 3Y return: 32.38% (lower mid). 3Y return: 32.34% (bottom quartile). 3Y return: 32.18% (bottom quartile). Point 7 1Y return: 41.49% (top quartile). 1Y return: 41.02% (bottom quartile). 1Y return: 41.71% (top quartile). 1Y return: 41.39% (upper mid). 1Y return: 41.13% (lower mid). 1Y return: 41.33% (upper mid). 1Y return: 41.18% (lower mid). 1Y return: 41.08% (bottom quartile). Point 8 1M return: -0.15% (upper mid). 1M return: -0.16% (upper mid). 1M return: -0.36% (bottom quartile). 1M return: 0.17% (top quartile). 1M return: -0.23% (lower mid). 1M return: -0.28% (bottom quartile). 1M return: -0.20% (lower mid). 1M return: 0.20% (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: 1.29 (upper mid). Sharpe: 1.22 (lower mid). Sharpe: 1.20 (bottom quartile). Sharpe: 1.38 (top quartile). Sharpe: 1.28 (upper mid). Sharpe: 1.22 (lower mid). Sharpe: 1.19 (bottom quartile). Sharpe: 1.35 (top quartile). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Aditya Birla Sun Life Gold Fund
Kotak Gold Fund
HDFC Gold Fund
IDBI Gold Fund
Nippon India Gold Savings Fund
Axis 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 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 ICICI Prudential Global Stable Equity Fund (the Scheme) is an open-ended fund of funds scheme that seeks to provide adequate returns by investing in the units of one or more overseas mutual fund schemes, which have the mandate to invest globally. Currently the Scheme intends to invest in the units/shares of Nordea 1 – Global Stable Equity Fund – Unhedged (N1 – GSEF - U). The fund manager may also invest in one or more other overseas mutual fund schemes, with similar investment policy/fundamental attributes and risk profile and is in accordance with the investment strategy of the Scheme. The Scheme may also invest a certain portion of its corpus in domestic money market securities and/or money market/liquid schemes of domestic mutual funds including that of ICICI Prudential Mutual Fund, in order to meet liquidity requirements from time to time. Research Highlights for ICICI Prudential Global Stable Equity Fund Below is the key information for ICICI Prudential Global Stable Equity Fund Returns up to 1 year are on The primary investment objective of the Scheme is to provide long term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund which invests primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for Edelweiss ASEAN Equity Off-shore Fund Below is the key information for Edelweiss ASEAN Equity Off-shore Fund Returns up to 1 year are on The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for ICICI Prudential US Bluechip Equity Fund Below is the key information for ICICI Prudential US Bluechip Equity 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 30 Jun 21 ₹10,000 30 Jun 22 ₹11,431 30 Jun 23 ₹12,351 30 Jun 24 ₹12,527
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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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. 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 30 Jun 21 ₹10,000 30 Jun 22 ₹11,205 30 Jun 23 ₹10,491 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 3. ICICI Prudential Global Stable Equity Fund
ICICI Prudential Global Stable Equity Fund
Growth Launch Date 13 Sep 13 NAV (22 Jul 26) ₹33.14 ↑ 0.22 (0.67 %) Net Assets (Cr) ₹87 on 30 Jun 26 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 1.51 Sharpe Ratio 0.94 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-3 Months (3%),3-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,833 30 Jun 23 ₹11,271 30 Jun 24 ₹11,826 30 Jun 25 ₹13,584 30 Jun 26 ₹15,405 Returns for ICICI Prudential Global Stable 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 6.8% 3 Month 4.6% 6 Month 7.5% 1 Year 18.8% 3 Year 12.1% 5 Year 10.1% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 17.8% 2024 5.7% 2023 11.7% 2022 3.2% 2021 19.7% 2020 2.9% 2019 23% 2018 -0.9% 2017 7.2% 2016 7.3% Fund Manager information for ICICI Prudential Global Stable Equity Fund
Name Since Tenure Ritesh Lunawat 13 Sep 24 1.8 Yr. Sharmila D’mello 1 Apr 22 4.25 Yr. Masoomi Jhurmarvala 4 Nov 24 1.65 Yr. Data below for ICICI Prudential Global Stable Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Health Care 23.67% Consumer Defensive 15.72% Communication Services 14.74% Technology 11.82% Industrials 11.6% Financial Services 6.89% Consumer Cyclical 6.73% Utility 4.73% Real Estate 0.85% Basic Materials 0.67% Asset Allocation
Asset Class Value Cash 1.19% Equity 98.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nordea 1 - Global Stable Equity Z USD
Investment Fund | -100% ₹88 Cr 193,634
↓ -312 Treps
CBLO/Reverse Repo | -0% ₹0 Cr Net Current Assets
Net Current Assets | -0% ₹0 Cr 4. Edelweiss ASEAN Equity Off-shore Fund
Edelweiss ASEAN Equity Off-shore Fund
Growth Launch Date 1 Jul 11 NAV (22 Jul 26) ₹37.728 ↓ -0.05 (-0.12 %) Net Assets (Cr) ₹150 on 30 Jun 26 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.42 Sharpe Ratio 1.64 Information Ratio 0 Alpha Ratio 0 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,586 30 Jun 23 ₹10,517 30 Jun 24 ₹10,777 30 Jun 25 ₹12,684 30 Jun 26 ₹15,564 Returns for Edelweiss ASEAN Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 5.5% 3 Month 8% 6 Month 11.1% 1 Year 26.9% 3 Year 15% 5 Year 10.9% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 17.6% 2024 14.5% 2023 -1.4% 2022 4.8% 2021 6.3% 2020 2.3% 2019 12% 2018 -2.1% 2017 21.9% 2016 9.6% Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund
Name Since Tenure Bhavesh Jain 27 Sep 19 6.76 Yr. Bharat Lahoti 1 Oct 21 4.75 Yr. Data below for Edelweiss ASEAN Equity Off-shore Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 39.62% Industrials 23.47% Communication Services 7.09% Consumer Cyclical 6.1% Technology 4.79% Basic Materials 4.7% Utility 2.99% Real Estate 2.95% Health Care 2.48% Consumer Defensive 1.38% Energy 0.82% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.4% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity JPM ASEAN Equity I acc USD
Investment Fund | -98% ₹148 Cr 68,777 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -2% ₹3 Cr Net Receivables/(Payables)
CBLO | -0% ₹0 Cr Accrued Interest
CBLO | -0% ₹0 Cr 5. ICICI Prudential US Bluechip Equity Fund
ICICI Prudential US Bluechip Equity Fund
Growth Launch Date 6 Jul 12 NAV (22 Jul 26) ₹75.62 ↓ -0.36 (-0.47 %) Net Assets (Cr) ₹3,607 on 30 Jun 26 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio 1.08 Information Ratio -1.75 Alpha Ratio -1.87 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹8,919 30 Jun 23 ₹11,609 30 Jun 24 ₹12,737 30 Jun 25 ₹13,895 30 Jun 26 ₹16,289 Returns for ICICI Prudential US Bluechip 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 5.3% 3 Month 2.6% 6 Month -1.2% 1 Year 15.6% 3 Year 11.8% 5 Year 10.7% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 15.8% 2024 10.4% 2023 30.6% 2022 -7.1% 2021 22.5% 2020 18.6% 2019 34.3% 2018 5.2% 2017 14.1% 2016 11.6% Fund Manager information for ICICI Prudential US Bluechip Equity Fund
Name Since Tenure Ritesh Lunawat 13 Sep 24 1.8 Yr. Sharmila D'Silva 1 Jul 22 4 Yr. Nitya Mishra 4 Nov 24 1.65 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Technology 28.28% Consumer Defensive 16.84% Health Care 16.55% Industrials 14.5% Financial Services 8.99% Consumer Cyclical 6.89% Communication Services 2.83% Basic Materials 1.4% Real Estate 0.97% Asset Allocation
Asset Class Value Cash 2.76% Equity 97.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Microsoft Corp (Technology)
Equity, Since 30 Jun 16 | MSFT3% ₹98 Cr 22,897 Agilent Technologies Inc (Healthcare)
Equity, Since 30 Jun 23 | AG83% ₹98 Cr 75,728 Clorox Co (Consumer Defensive)
Equity, Since 30 Jun 25 | CXX3% ₹94 Cr 110,000
↑ 10,000 Kenvue Inc (Consumer Defensive)
Equity, Since 31 Mar 24 | J4D3% ₹94 Cr 568,560 Fortinet Inc (Technology)
Equity, Since 30 Sep 25 | FTNT2% ₹92 Cr 69,600
↓ -31,900 NXP Semiconductors NV (Technology)
Equity, Since 30 Sep 24 | 0EDE2% ₹91 Cr 29,750
↓ -14,650 The Estee Lauder Companies Inc Class A (Consumer Defensive)
Equity, Since 30 Jun 23 | EL2% ₹90 Cr 106,367 Danaher Corp (Healthcare)
Equity, Since 31 Dec 24 | DHRC2% ₹88 Cr 50,500
↑ 2,200 Salesforce Inc (Technology)
Equity, Since 31 Dec 18 | CRM2% ₹86 Cr 47,195
↓ -5,300 Mondelez International Inc Class A (Consumer Defensive)
Equity, Since 31 Dec 24 | MDLZ2% ₹84 Cr 144,400
ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
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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