+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 ₹91.7141
↓ -0.77 ₹45,012 1 9.1 -0.4 19.8 25.5 18.2 ICICI Prudential Bluechip Fund Growth ₹110.84
↓ -0.51 ₹71,840 0.4 7.2 -2.1 18.8 22.5 16.9 DSP TOP 100 Equity Growth ₹471.31
↓ -3.14 ₹6,398 -1.1 4.4 -2.5 18 19.3 20.5 Invesco India Largecap Fund Growth ₹69.57
↓ -0.54 ₹1,555 -0.7 9.9 -3.2 17.2 19.5 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund DSP TOP 100 Equity Invesco India Largecap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹45,012 Cr). Highest AUM (₹71,840 Cr). Lower mid AUM (₹6,398 Cr). Bottom quartile AUM (₹1,555 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (bottom quartile). 5Y return: 25.54% (top quartile). 5Y return: 22.46% (upper mid). 5Y return: 19.29% (bottom quartile). 5Y return: 19.51% (lower mid). Point 6 3Y return: 21.88% (top quartile). 3Y return: 19.83% (upper mid). 3Y return: 18.84% (lower mid). 3Y return: 17.97% (bottom quartile). 3Y return: 17.20% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -0.44% (upper mid). 1Y return: -2.08% (lower mid). 1Y return: -2.46% (bottom quartile). 1Y return: -3.20% (bottom quartile). Point 8 Alpha: 2.11 (upper mid). Alpha: 2.49 (top quartile). Alpha: 1.67 (bottom quartile). Alpha: -0.52 (bottom quartile). Alpha: 1.96 (lower mid). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.40 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: -0.64 (bottom quartile). Sharpe: -0.50 (lower mid). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.96 (top quartile). Information ratio: 1.64 (upper mid). Information ratio: 0.83 (lower mid). Information ratio: 0.70 (bottom quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
Invesco India Largecap 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 ₹101.839
↓ -1.18 ₹34,780 -1.2 9.8 -5.2 24.7 33.4 57.1 Edelweiss Mid Cap Fund Growth ₹100.46
↓ -0.57 ₹11,297 -1.6 11.8 -2 23.9 29.6 38.9 Invesco India Mid Cap Fund Growth ₹180.12
↓ -1.51 ₹8,062 0.6 17.8 3.4 27.2 28 43.1 ICICI Prudential MidCap Fund Growth ₹297.73
↓ -1.29 ₹6,492 -1.1 15.1 -1.8 21.6 26.8 27 Sundaram Mid Cap Fund Growth ₹1,380.53
↓ -10.72 ₹12,501 0.2 11.7 -3.6 22.5 26.7 32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund Point 1 Highest AUM (₹34,780 Cr). Lower mid AUM (₹11,297 Cr). Bottom quartile AUM (₹8,062 Cr). Bottom quartile AUM (₹6,492 Cr). Upper mid AUM (₹12,501 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 33.36% (top quartile). 5Y return: 29.57% (upper mid). 5Y return: 28.01% (lower mid). 5Y return: 26.77% (bottom quartile). 5Y return: 26.65% (bottom quartile). Point 6 3Y return: 24.69% (upper mid). 3Y return: 23.88% (lower mid). 3Y return: 27.20% (top quartile). 3Y return: 21.64% (bottom quartile). 3Y return: 22.47% (bottom quartile). Point 7 1Y return: -5.17% (bottom quartile). 1Y return: -2.00% (lower mid). 1Y return: 3.40% (top quartile). 1Y return: -1.76% (upper mid). 1Y return: -3.62% (bottom quartile). Point 8 Alpha: 4.99 (top quartile). Alpha: 3.95 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 3.29 (lower mid). Alpha: 2.99 (bottom quartile). Point 9 Sharpe: -0.18 (upper mid). Sharpe: -0.28 (lower mid). Sharpe: 0.14 (top quartile). Sharpe: -0.32 (bottom quartile). Sharpe: -0.33 (bottom quartile). Point 10 Information ratio: 0.57 (top quartile). Information ratio: 0.39 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.16 (bottom quartile). Information ratio: 0.22 (lower mid). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Small Cap Fund Growth ₹142.815
↓ -0.98 ₹36,294 2.9 17.7 -0.2 23.5 30.8 20.4 Franklin India Smaller Companies Fund Growth ₹168.893
↓ -1.23 ₹13,302 -2.9 10.2 -9.7 21.7 29.3 23.2 IDBI Small Cap Fund Growth ₹30.6675
↓ -0.35 ₹604 1.4 9.2 -9.5 17.7 28.3 40 ICICI Prudential Smallcap Fund Growth ₹87.88
↓ -0.54 ₹8,441 0.4 13.5 -4.9 17.7 28.3 15.6 Sundaram Small Cap Fund Growth ₹260.187
↓ -1.48 ₹3,282 0.8 15.2 -4.3 20.3 28.2 19.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Small Cap Fund Franklin India Smaller Companies Fund IDBI Small Cap Fund ICICI Prudential Smallcap Fund Sundaram Small Cap Fund Point 1 Highest AUM (₹36,294 Cr). Upper mid AUM (₹13,302 Cr). Bottom quartile AUM (₹604 Cr). Lower mid AUM (₹8,441 Cr). Bottom quartile AUM (₹3,282 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Established history (8+ yrs). Established history (17+ yrs). Oldest track record among peers (20 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Not Rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 30.76% (top quartile). 5Y return: 29.28% (upper mid). 5Y return: 28.30% (lower mid). 5Y return: 28.27% (bottom quartile). 5Y return: 28.19% (bottom quartile). Point 6 3Y return: 23.49% (top quartile). 3Y return: 21.67% (upper mid). 3Y return: 17.68% (bottom quartile). 3Y return: 17.68% (bottom quartile). 3Y return: 20.27% (lower mid). Point 7 1Y return: -0.16% (top quartile). 1Y return: -9.65% (bottom quartile). 1Y return: -9.53% (bottom quartile). 1Y return: -4.89% (lower mid). 1Y return: -4.27% (upper mid). Point 8 Alpha: 0.00 (lower mid). Alpha: -5.08 (bottom quartile). Alpha: -4.61 (bottom quartile). Alpha: 0.15 (upper mid). Alpha: 0.97 (top quartile). Point 9 Sharpe: -0.33 (top quartile). Sharpe: -0.76 (bottom quartile). Sharpe: -0.70 (bottom quartile). Sharpe: -0.49 (lower mid). Sharpe: -0.47 (upper mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.02 (top quartile). Information ratio: -0.82 (bottom quartile). Information ratio: -0.58 (bottom quartile). Information ratio: -0.47 (lower mid). HDFC Small Cap Fund
Franklin India Smaller Companies Fund
IDBI Small Cap Fund
ICICI Prudential Smallcap Fund
Sundaram 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 (%) HDFC Equity Fund Growth ₹2,029.51
↓ -9.30 ₹81,936 2.3 9.3 3 23.3 29.7 23.5 JM Multicap Fund Growth ₹98.199
↓ -0.71 ₹5,943 0.4 7 -10.3 22.8 26.9 33.3 IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 Nippon India Multi Cap Fund Growth ₹301.21
↓ -2.32 ₹46,216 0.4 11.1 -2.5 22.4 31 25.8 Motilal Oswal Multicap 35 Fund Growth ₹61.5604
↓ -0.87 ₹13,679 -1.3 8.5 -3 21.2 20 45.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Equity Fund JM Multicap Fund IDBI Diversified Equity Fund Nippon India Multi Cap Fund Motilal Oswal Multicap 35 Fund Point 1 Highest AUM (₹81,936 Cr). Bottom quartile AUM (₹5,943 Cr). Bottom quartile AUM (₹382 Cr). Upper mid AUM (₹46,216 Cr). Lower mid AUM (₹13,679 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (17+ yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (11+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). 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: 29.71% (upper mid). 5Y return: 26.89% (lower mid). 5Y return: 12.03% (bottom quartile). 5Y return: 30.99% (top quartile). 5Y return: 20.04% (bottom quartile). Point 6 3Y return: 23.31% (top quartile). 3Y return: 22.76% (upper mid). 3Y return: 22.73% (lower mid). 3Y return: 22.40% (bottom quartile). 3Y return: 21.22% (bottom quartile). Point 7 1Y return: 2.98% (upper mid). 1Y return: -10.27% (bottom quartile). 1Y return: 13.54% (top quartile). 1Y return: -2.46% (lower mid). 1Y return: -2.98% (bottom quartile). Point 8 Alpha: 4.96 (upper mid). Alpha: -8.50 (bottom quartile). Alpha: -1.07 (bottom quartile). Alpha: 3.10 (lower mid). Alpha: 9.76 (top quartile). Point 9 Sharpe: -0.16 (lower mid). Sharpe: -1.13 (bottom quartile). Sharpe: 1.01 (top quartile). Sharpe: -0.38 (bottom quartile). Sharpe: -0.06 (upper mid). Point 10 Information ratio: 1.74 (top quartile). Information ratio: 1.09 (lower mid). Information ratio: -0.53 (bottom quartile). Information ratio: 1.10 (upper mid). Information ratio: 0.79 (bottom quartile). HDFC Equity Fund
JM Multicap Fund
IDBI Diversified Equity Fund
Nippon India Multi Cap Fund
Motilal Oswal Multicap 35 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 ₹52.4832
↓ -0.24 ₹4,223 1 14.8 -4.8 26 27 47.7 SBI Magnum Tax Gain Fund Growth ₹433.311
↓ -2.66 ₹29,937 -1.3 5.2 -5.1 24 25.6 27.7 HDFC Tax Saver Fund Growth ₹1,432.06
↓ -7.10 ₹16,525 1.2 8.8 0.2 22.5 26.2 21.3 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund SBI Magnum Tax Gain Fund HDFC Tax Saver Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund Point 1 Lower mid AUM (₹4,223 Cr). Highest AUM (₹29,937 Cr). Upper mid AUM (₹16,525 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (10+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (24+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.01% (top quartile). 5Y return: 25.62% (lower mid). 5Y return: 26.15% (upper mid). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 26.04% (top quartile). 3Y return: 24.04% (upper mid). 3Y return: 22.46% (lower mid). 3Y return: 20.84% (bottom quartile). 3Y return: 20.64% (bottom quartile). Point 7 1Y return: -4.84% (bottom quartile). 1Y return: -5.09% (bottom quartile). 1Y return: 0.20% (lower mid). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: 7.18 (top quartile). Alpha: -2.40 (bottom quartile). Alpha: 3.05 (upper mid). Alpha: 1.78 (lower mid). Alpha: 1.75 (bottom quartile). Point 9 Sharpe: -0.26 (lower mid). Sharpe: -0.83 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 0.80 (lower mid). Information ratio: 2.12 (top quartile). Information ratio: 1.80 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Motilal Oswal Long Term Equity Fund
SBI Magnum Tax Gain Fund
HDFC Tax Saver Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
ਚੋਟੀ ਦੇ 5 ਸੈਕਟਰ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹32.0225
↓ -0.20 ₹5,179 0.5 7.3 -4.2 31.2 32.5 23.5 Invesco India PSU Equity Fund Growth ₹63.78
↓ -0.23 ₹1,341 -0.1 11.5 -3.4 30.8 30.1 25.6 Franklin India Opportunities Fund Growth ₹259.705
↓ -0.69 ₹7,509 4.9 13.1 -0.1 29.5 30.1 37.3 ICICI Prudential Infrastructure Fund Growth ₹195.15
↓ -0.91 ₹7,645 -0.5 9.5 -3.2 28.6 37.4 27.4 Nippon India Power and Infra Fund Growth ₹348.978
↓ -2.72 ₹7,175 0.4 9.8 -8.3 28.5 32.4 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund Invesco India PSU Equity Fund Franklin India Opportunities Fund ICICI Prudential Infrastructure Fund Nippon India Power and Infra Fund Point 1 Bottom quartile AUM (₹5,179 Cr). Bottom quartile AUM (₹1,341 Cr). Upper mid AUM (₹7,509 Cr). Highest AUM (₹7,645 Cr). Lower mid AUM (₹7,175 Cr). Point 2 Established history (15+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 32.46% (upper mid). 5Y return: 30.09% (bottom quartile). 5Y return: 30.11% (bottom quartile). 5Y return: 37.37% (top quartile). 5Y return: 32.40% (lower mid). Point 6 3Y return: 31.18% (top quartile). 3Y return: 30.79% (upper mid). 3Y return: 29.51% (lower mid). 3Y return: 28.63% (bottom quartile). 3Y return: 28.50% (bottom quartile). Point 7 1Y return: -4.16% (bottom quartile). 1Y return: -3.44% (lower mid). 1Y return: -0.13% (top quartile). 1Y return: -3.17% (upper mid). 1Y return: -8.35% (bottom quartile). Point 8 Alpha: -0.35 (bottom quartile). Alpha: 5.81 (top quartile). Alpha: 2.40 (upper mid). Alpha: 0.00 (lower mid). Alpha: -3.51 (bottom quartile). Point 9 Sharpe: -0.81 (bottom quartile). Sharpe: -0.58 (lower mid). Sharpe: -0.43 (top quartile). Sharpe: -0.48 (upper mid). Sharpe: -0.66 (bottom quartile). Point 10 Information ratio: -0.37 (bottom quartile). Information ratio: -0.46 (bottom quartile). Information ratio: 1.75 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.79 (upper mid). SBI PSU Fund
Invesco India PSU Equity Fund
Franklin India Opportunities Fund
ICICI Prudential Infrastructure Fund
Nippon India Power and Infra Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹97.3895
↓ -0.84 ₹1,019 -1.6 9 -11.5 24.4 27 25.1 ICICI Prudential Value Discovery Fund Growth ₹474.44
↓ -1.51 ₹53,750 1.7 7.6 -0.2 22.4 27.6 20 Nippon India Value Fund Growth ₹226.077
↓ -1.18 ₹8,584 0.1 8 -5.1 22 26.4 22.3 Aditya Birla Sun Life Pure Value Fund Growth ₹122.594
↓ -0.75 ₹5,879 -2.6 5.2 -9.5 19.8 23.1 18.5 HDFC Capital Builder Value Fund Growth ₹740.008
↓ -4.05 ₹7,179 -0.6 9.6 -3.9 19.4 23.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Value Fund ICICI Prudential Value Discovery Fund Nippon India Value Fund Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund Point 1 Bottom quartile AUM (₹1,019 Cr). Highest AUM (₹53,750 Cr). Upper mid AUM (₹8,584 Cr). Bottom quartile AUM (₹5,879 Cr). Lower mid AUM (₹7,179 Cr). Point 2 Established history (28+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (17+ yrs). Oldest track record among peers (31 yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.03% (upper mid). 5Y return: 27.56% (top quartile). 5Y return: 26.44% (lower mid). 5Y return: 23.09% (bottom quartile). 5Y return: 23.09% (bottom quartile). Point 6 3Y return: 24.44% (top quartile). 3Y return: 22.41% (upper mid). 3Y return: 21.96% (lower mid). 3Y return: 19.76% (bottom quartile). 3Y return: 19.44% (bottom quartile). Point 7 1Y return: -11.51% (bottom quartile). 1Y return: -0.15% (top quartile). 1Y return: -5.06% (lower mid). 1Y return: -9.45% (bottom quartile). 1Y return: -3.91% (upper mid). Point 8 Alpha: -10.12 (bottom quartile). Alpha: 0.62 (top quartile). Alpha: -2.33 (lower mid). Alpha: -6.25 (bottom quartile). Alpha: 0.37 (upper mid). Point 9 Sharpe: -1.17 (bottom quartile). Sharpe: -0.55 (top quartile). Sharpe: -0.77 (lower mid). Sharpe: -0.92 (bottom quartile). Sharpe: -0.58 (upper mid). Point 10 Information ratio: 1.05 (bottom quartile). Information ratio: 1.25 (lower mid). Information ratio: 1.65 (top quartile). Information ratio: 0.49 (bottom quartile). Information ratio: 1.35 (upper mid). JM Value Fund
ICICI Prudential Value Discovery Fund
Nippon India Value Fund
Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value 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 ₹93.08
↓ -0.59 ₹12,560 1.4 11.1 0.8 23.2 25.4 26.5 HDFC Focused 30 Fund Growth ₹234.608
↓ -1.13 ₹22,444 2.2 8.9 2.9 22.8 29.4 24 DSP Focus Fund Growth ₹54.156
↓ -0.44 ₹2,513 -0.8 4.8 -4 17.1 18.9 18.5 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Franklin India Focused Equity Fund Growth ₹108.686
↓ -0.54 ₹12,263 0.9 9.1 -5 16.6 25.6 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund DSP Focus Fund Sundaram Select Focus Fund Franklin India Focused Equity Fund Point 1 Upper mid AUM (₹12,560 Cr). Highest AUM (₹22,444 Cr). Bottom quartile AUM (₹2,513 Cr). Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹12,263 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (15+ yrs). Oldest track record among peers (23 yrs). Established history (18+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 25.40% (lower mid). 5Y return: 29.41% (top quartile). 5Y return: 18.88% (bottom quartile). 5Y return: 17.29% (bottom quartile). 5Y return: 25.58% (upper mid). Point 6 3Y return: 23.21% (top quartile). 3Y return: 22.79% (upper mid). 3Y return: 17.07% (lower mid). 3Y return: 17.03% (bottom quartile). 3Y return: 16.59% (bottom quartile). Point 7 1Y return: 0.78% (lower mid). 1Y return: 2.92% (upper mid). 1Y return: -4.00% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: -4.97% (bottom quartile). Point 8 Alpha: 5.63 (upper mid). Alpha: 5.69 (top quartile). Alpha: -2.48 (bottom quartile). Alpha: -5.62 (bottom quartile). Alpha: -0.97 (lower mid). Point 9 Sharpe: -0.26 (lower mid). Sharpe: -0.07 (upper mid). Sharpe: -0.77 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.65 (bottom quartile). Point 10 Information ratio: 1.77 (top quartile). Information ratio: 1.54 (upper mid). Information ratio: 0.17 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: 0.26 (lower mid). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
DSP Focus Fund
Sundaram Select Focus Fund
Franklin India 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 ₹557.09
↑ 0.09 ₹21,521 1.6 3.9 7.9 7.5 7.9 6.76% 5M 8D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.1243
↑ 0.00 ₹16,980 1.5 3.7 7.4 7.2 7.5 6.66% 4M 20D 7M 2D Invesco India Ultra Short Term Fund Growth ₹2,735.86
↑ 0.32 ₹1,330 1.4 3.5 7.2 7 7.5 6.35% 5M 16D 5M 28D SBI Magnum Ultra Short Duration Fund Growth ₹6,063.4
↑ 0.67 ₹15,525 1.5 3.6 7.3 7.1 7.4 6.22% 5M 8D 6M Nippon India Ultra Short Duration Fund Growth ₹4,086.09
↑ 0.30 ₹11,076 1.5 3.5 7.1 6.9 7.2 6.72% 5M 12D 8M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund Invesco India Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Nippon India Ultra Short Duration Fund Point 1 Highest AUM (₹21,521 Cr). Upper mid AUM (₹16,980 Cr). Bottom quartile AUM (₹1,330 Cr). Lower mid AUM (₹15,525 Cr). Bottom quartile AUM (₹11,076 Cr). Point 2 Established history (22+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 7.86% (top quartile). 1Y return: 7.40% (upper mid). 1Y return: 7.20% (bottom quartile). 1Y return: 7.29% (lower mid). 1Y return: 7.11% (bottom quartile). Point 6 1M return: 0.48% (top quartile). 1M return: 0.48% (upper mid). 1M return: 0.44% (bottom quartile). 1M return: 0.47% (lower mid). 1M return: 0.44% (bottom quartile). Point 7 Sharpe: 3.66 (top quartile). Sharpe: 2.88 (upper mid). Sharpe: 2.79 (lower mid). Sharpe: 2.74 (bottom quartile). Sharpe: 2.31 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.76% (top quartile). Yield to maturity (debt): 6.66% (lower mid). Yield to maturity (debt): 6.35% (bottom quartile). Yield to maturity (debt): 6.22% (bottom quartile). Yield to maturity (debt): 6.72% (upper mid). Point 10 Modified duration: 0.44 yrs (upper mid). Modified duration: 0.39 yrs (top quartile). Modified duration: 0.46 yrs (bottom quartile). Modified duration: 0.44 yrs (lower mid). Modified duration: 0.45 yrs (bottom quartile). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
Invesco India Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Nippon India Ultra Short Duration Fund
ਚੋਟੀ ਦੇ 5 ਛੋਟੀ ਮਿਆਦ ਦੇ ਕਰਜ਼ੇ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% HDFC Short Term Debt Fund Growth ₹32.5016
↑ 0.01 ₹17,999 1.2 4.3 8 7.8 8.3 6.94% 2Y 3M 7D 3Y 5M 12D ICICI Prudential Short Term Fund Growth ₹61.1235
↑ 0.02 ₹22,339 1.3 4.3 8.1 7.8 7.8 7.27% 2Y 7M 10D 4Y 10M 20D Axis Short Term Fund Growth ₹31.4271
↑ 0.01 ₹12,129 1.3 4.5 8.4 7.7 8 6.89% 2Y 5M 23D 3Y 2M 12D Nippon India Short Term Fund Growth ₹53.6112
↑ 0.03 ₹8,935 1.2 4.3 8.2 7.7 8 7.04% 2Y 6M 18D 3Y 2M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Axis Short Term Fund Nippon India Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹17,999 Cr). Highest AUM (₹22,339 Cr). Lower mid AUM (₹12,129 Cr). Bottom quartile AUM (₹8,935 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (15+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 8.01% (bottom quartile). 1Y return: 8.12% (bottom quartile). 1Y return: 8.42% (upper mid). 1Y return: 8.23% (lower mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.50% (bottom quartile). 1M return: 0.61% (upper mid). 1M return: 0.60% (lower mid). 1M return: 0.56% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.33 (lower mid). Sharpe: 1.43 (upper mid). Sharpe: 1.56 (top quartile). Sharpe: 1.26 (bottom quartile). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.94% (lower mid). Yield to maturity (debt): 7.27% (top quartile). Yield to maturity (debt): 6.89% (bottom quartile). Yield to maturity (debt): 7.04% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.27 yrs (upper mid). Modified duration: 2.61 yrs (bottom quartile). Modified duration: 2.48 yrs (lower mid). Modified duration: 2.55 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Nippon India Short Term Fund
ਚੋਟੀ ਦੇ 5 ਤਰਲ ਫੰਡ
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,946.21
↑ 0.13 ₹37,122 0.5 1.4 3.2 6.9 7.4 5.9% 1M 9D 1M 11D LIC MF Liquid Fund Growth ₹4,782.46
↑ 0.26 ₹13,162 0.5 1.4 3.2 6.7 7.4 5.87% 1M 11D 1M 11D DSP Liquidity Fund Growth ₹3,777.56
↑ 0.19 ₹19,926 0.5 1.4 3.2 6.8 7.4 5.87% 1M 6D 1M 10D Invesco India Liquid Fund Growth ₹3,636.81
↑ 0.19 ₹14,543 0.5 1.4 3.2 6.8 7.4 5.84% 1M 10D 1M 10D ICICI Prudential Liquid Fund Growth ₹391.679
↑ 0.02 ₹52,340 0.5 1.4 3.2 6.8 7.4 5.87% 1M 1D 1M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Liquid Fund LIC MF Liquid Fund DSP Liquidity Fund Invesco India Liquid Fund ICICI Prudential Liquid Fund Point 1 Upper mid AUM (₹37,122 Cr). Bottom quartile AUM (₹13,162 Cr). Lower mid AUM (₹19,926 Cr). Bottom quartile AUM (₹14,543 Cr). Highest AUM (₹52,340 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.87% (top quartile). 1Y return: 6.74% (bottom quartile). 1Y return: 6.83% (upper mid). 1Y return: 6.83% (lower mid). 1Y return: 6.79% (bottom quartile). Point 6 1M return: 0.46% (bottom quartile). 1M return: 0.45% (bottom quartile). 1M return: 0.46% (lower mid). 1M return: 0.46% (upper mid). 1M return: 0.46% (top quartile). Point 7 Sharpe: 3.41 (lower mid). Sharpe: 3.26 (bottom quartile). Sharpe: 3.56 (upper mid). Sharpe: 3.79 (top quartile). Sharpe: 3.34 (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: -0.74 (bottom quartile). Point 9 Yield to maturity (debt): 5.90% (top quartile). Yield to maturity (debt): 5.87% (upper mid). Yield to maturity (debt): 5.87% (lower mid). Yield to maturity (debt): 5.84% (bottom quartile). Yield to maturity (debt): 5.87% (bottom quartile). Point 10 Modified duration: 0.11 yrs (lower mid). Modified duration: 0.12 yrs (bottom quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). Axis Liquid Fund
LIC MF Liquid Fund
DSP Liquidity Fund
Invesco India Liquid Fund
ICICI Prudential Liquid Fund
ਚੋਟੀ ਦੇ 5 ਬੈਂਕਿੰਗ ਅਤੇ PSU ਕਰਜ਼ਾ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹33.1666
↑ 0.02 ₹9,788 1.1 3.9 7.8 7.6 7.9 6.98% 3Y 2M 12D 6Y 11D Kotak Banking and PSU Debt fund Growth ₹66.1798
↑ 0.03 ₹5,795 0.9 3.9 7.4 7.5 8 7.02% 3Y 4M 10D 5Y 7M 17D Nippon India Banking & PSU Debt Fund Growth ₹21.0136
↑ 0.01 ₹5,532 0.9 4 7.5 7.4 7.9 6.92% 3Y 6M 7D 5Y 4D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹371.161
↑ 0.10 ₹9,180 0.9 3.9 7.5 7.4 7.9 7.05% 3Y 9M 29D 5Y 3M 11D HDFC Banking and PSU Debt Fund Growth ₹23.2891
↑ 0.01 ₹5,890 0.9 4 7.5 7.4 7.9 6.94% 3Y 5M 5D 4Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Banking and PSU Debt Fund Kotak Banking and PSU Debt fund Nippon India Banking & PSU Debt Fund Aditya Birla Sun Life Banking & PSU Debt Fund HDFC Banking and PSU Debt Fund Point 1 Highest AUM (₹9,788 Cr). Bottom quartile AUM (₹5,795 Cr). Bottom quartile AUM (₹5,532 Cr). Upper mid AUM (₹9,180 Cr). Lower mid AUM (₹5,890 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (17+ yrs). Established history (11+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (lower mid). Not Rated. Rating: 4★ (bottom quartile). Top rated. Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 7.85% (top quartile). 1Y return: 7.42% (bottom quartile). 1Y return: 7.53% (upper mid). 1Y return: 7.51% (bottom quartile). 1Y return: 7.52% (lower mid). Point 6 1M return: 0.55% (top quartile). 1M return: 0.47% (upper mid). 1M return: 0.46% (lower mid). 1M return: 0.45% (bottom quartile). 1M return: 0.41% (bottom quartile). Point 7 Sharpe: 0.98 (top quartile). Sharpe: 0.75 (upper mid). Sharpe: 0.65 (bottom quartile). Sharpe: 0.73 (lower mid). Sharpe: 0.73 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.98% (lower mid). Yield to maturity (debt): 7.02% (upper mid). Yield to maturity (debt): 6.92% (bottom quartile). Yield to maturity (debt): 7.05% (top quartile). Yield to maturity (debt): 6.94% (bottom quartile). Point 10 Modified duration: 3.20 yrs (top quartile). Modified duration: 3.36 yrs (upper mid). Modified duration: 3.52 yrs (bottom quartile). Modified duration: 3.83 yrs (bottom quartile). Modified duration: 3.43 yrs (lower mid). ICICI Prudential Banking and PSU Debt Fund
Kotak Banking and PSU Debt fund
Nippon India Banking & PSU Debt Fund
Aditya Birla Sun Life Banking & PSU Debt Fund
HDFC Banking and PSU Debt Fund
ਚੋਟੀ ਦੇ 5 ਕ੍ਰੈਡਿਟ ਜੋਖਮ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹50.1555
↑ 0.00 ₹207 1 4.2 21.6 14.8 7.8 6.99% 1Y 10M 28D 2Y 7M 6D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹22.8241
↑ 0.01 ₹1,044 2.2 5.6 16 10.6 11.9 7.78% 2Y 1M 6D 3Y 1M 13D Invesco India Credit Risk Fund Growth ₹1,954.78
↑ 0.17 ₹152 1.1 3.7 9.2 9.4 7.3 6.81% 2Y 4M 10D 3Y 1M 28D Nippon India Credit Risk Fund Growth ₹35.6857
↑ 0.01 ₹990 1.9 5 9.2 8.4 8.3 8.28% 1Y 11M 12D 2Y 3M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Franklin India Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Invesco India Credit Risk Fund Nippon India Credit Risk Fund Point 1 Lower mid AUM (₹207 Cr). Bottom quartile AUM (₹104 Cr). Highest AUM (₹1,044 Cr). Bottom quartile AUM (₹152 Cr). Upper mid AUM (₹990 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (13+ yrs). Established history (10+ yrs). Established history (11+ yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Not Rated. Rating: 4★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 21.64% (top quartile). 1Y return: 7.45% (bottom quartile). 1Y return: 15.98% (upper mid). 1Y return: 9.16% (bottom quartile). 1Y return: 9.18% (lower mid). Point 6 1M return: 0.56% (bottom quartile). 1M return: 0.91% (top quartile). 1M return: 0.82% (upper mid). 1M return: 0.72% (lower mid). 1M return: 0.59% (bottom quartile). Point 7 Sharpe: 1.56 (lower mid). Sharpe: 0.29 (bottom quartile). Sharpe: 2.29 (upper mid). Sharpe: 1.11 (bottom quartile). Sharpe: 2.73 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.99% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.78% (upper mid). Yield to maturity (debt): 6.81% (bottom quartile). Yield to maturity (debt): 8.28% (top quartile). Point 10 Modified duration: 1.91 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.10 yrs (bottom quartile). Modified duration: 2.36 yrs (bottom quartile). Modified duration: 1.95 yrs (lower mid). DSP Credit Risk Fund
Franklin India Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Invesco India Credit Risk Fund
Nippon India Credit Risk 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 Nippon India Prime Debt Fund Growth ₹60.8764
↑ 0.02 ₹10,042 1.1 4.4 8.1 8 8.4 6.81% 3Y 6M 7D 4Y 7M 20D BNP Paribas Corporate Bond Fund Growth ₹27.9334
↑ 0.01 ₹429 1.2 4.8 8.5 7.9 8.3 6.9% 3Y 5M 19D 4Y 6M 25D ICICI Prudential Corporate Bond Fund Growth ₹30.2954
↑ 0.01 ₹33,574 1.3 4.2 8.2 7.9 8 7% 3Y 18D 5Y 9M 18D Aditya Birla Sun Life Corporate Bond Fund Growth ₹114.226
↑ 0.04 ₹28,109 0.9 3.8 7.5 7.9 8.5 7.21% 4Y 8M 8D 7Y 3M HDFC Corporate Bond Fund Growth ₹32.9405
↑ 0.01 ₹35,700 0.9 3.9 7.6 7.8 8.6 7.06% 4Y 2M 1D 4Y 4M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Prime Debt Fund BNP Paribas Corporate Bond Fund ICICI Prudential Corporate Bond Fund Aditya Birla Sun Life Corporate Bond Fund HDFC Corporate Bond Fund Point 1 Bottom quartile AUM (₹10,042 Cr). Bottom quartile AUM (₹429 Cr). Upper mid AUM (₹33,574 Cr). Lower mid AUM (₹28,109 Cr). Highest AUM (₹35,700 Cr). Point 2 Established history (25+ yrs). Established history (16+ yrs). Established history (16+ yrs). Oldest track record among peers (28 yrs). Established history (15+ yrs). Point 3 Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (bottom quartile). Top rated. Rating: 5★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 8.10% (lower mid). 1Y return: 8.49% (top quartile). 1Y return: 8.19% (upper mid). 1Y return: 7.54% (bottom quartile). 1Y return: 7.57% (bottom quartile). Point 6 1M return: 0.58% (bottom quartile). 1M return: 0.66% (upper mid). 1M return: 0.62% (lower mid). 1M return: 0.66% (top quartile). 1M return: 0.54% (bottom quartile). Point 7 Sharpe: 1.00 (lower mid). Sharpe: 1.16 (upper mid). Sharpe: 1.36 (top quartile). Sharpe: 0.66 (bottom quartile). Sharpe: 0.68 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.81% (bottom quartile). Yield to maturity (debt): 6.90% (bottom quartile). Yield to maturity (debt): 7.00% (lower mid). Yield to maturity (debt): 7.21% (top quartile). Yield to maturity (debt): 7.06% (upper mid). Point 10 Modified duration: 3.52 yrs (lower mid). Modified duration: 3.47 yrs (upper mid). Modified duration: 3.05 yrs (top quartile). Modified duration: 4.69 yrs (bottom quartile). Modified duration: 4.17 yrs (bottom quartile). Nippon India Prime Debt Fund
BNP Paribas Corporate Bond Fund
ICICI Prudential Corporate Bond Fund
Aditya Birla Sun Life Corporate Bond Fund
HDFC Corporate Bond Fund
ਚੋਟੀ ਦੇ 5 ਗਿਲਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹103.684
↑ 0.07 ₹9,145 0.5 3.4 7.3 7.9 8.2 7.21% 6Y 2M 5D 17Y 1M 28D SBI Magnum Gilt Fund Growth ₹66.1322
↑ 0.02 ₹11,322 0.3 2 4.6 7.6 8.9 7.12% 9Y 4M 13D 19Y 10M 6D DSP Government Securities Fund Growth ₹95.8772
↑ 0.09 ₹1,494 0.4 1.8 4.2 7.6 10.1 7.22% 9Y 6M 14D 25Y 8M 1D Axis Gilt Fund Growth ₹25.6098
↑ 0.01 ₹613 0.1 2.1 5.1 7.5 10 7.11% 8Y 7M 28D 20Y 18D HDFC Gilt Fund Growth ₹55.4372
↑ 0.02 ₹2,919 0.1 2 5.2 7.4 8.7 7.05% 7Y 11M 26D 20Y 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Axis Gilt Fund HDFC Gilt Fund Point 1 Upper mid AUM (₹9,145 Cr). Highest AUM (₹11,322 Cr). Bottom quartile AUM (₹1,494 Cr). Bottom quartile AUM (₹613 Cr). Lower mid AUM (₹2,919 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (26+ yrs). Established history (13+ yrs). Established history (24+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.26% (top quartile). 1Y return: 4.59% (bottom quartile). 1Y return: 4.25% (bottom quartile). 1Y return: 5.11% (lower mid). 1Y return: 5.20% (upper mid). Point 6 1M return: 1.18% (bottom quartile). 1M return: 1.53% (top quartile). 1M return: 1.43% (lower mid). 1M return: 1.43% (upper mid). 1M return: 1.38% (bottom quartile). Point 7 Sharpe: 0.13 (top quartile). Sharpe: -0.41 (bottom quartile). Sharpe: -0.36 (bottom quartile). Sharpe: -0.27 (upper mid). Sharpe: -0.31 (lower mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.21% (upper mid). Yield to maturity (debt): 7.12% (lower mid). Yield to maturity (debt): 7.22% (top quartile). Yield to maturity (debt): 7.11% (bottom quartile). Yield to maturity (debt): 7.05% (bottom quartile). Point 10 Modified duration: 6.18 yrs (top quartile). Modified duration: 9.37 yrs (bottom quartile). Modified duration: 9.54 yrs (bottom quartile). Modified duration: 8.66 yrs (lower mid). Modified duration: 7.99 yrs (upper mid). ICICI Prudential Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
Axis Gilt Fund
HDFC Gilt Fund
ਸਰਵੋਤਮ ਹਾਈਬ੍ਰਿਡ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਹਮਲਾਵਰ, ਕੰਜ਼ਰਵੇਟਿਵ, ਆਰਬਿਟਰੇਜ, ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ, ਮਲਟੀ ਐਸੇਟ, ਇਕੁਇਟੀ ਸੇਵਿੰਗਸ ਅਤੇ ਹੱਲ ਮੁਖੀਹਾਈਬ੍ਰਿਡ ਸਕੀਮਾਂ।
ਚੋਟੀ ਦੇ 5 ਸੰਤੁਲਿਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹120.449
↓ -0.60 ₹804 -1.4 5.9 -7.3 20.5 22 27 ICICI Prudential Multi-Asset Fund Growth ₹780.013
↓ -1.30 ₹64,770 3.4 8.5 7.6 20.3 25.8 16.1 ICICI Prudential Equity and Debt Fund Growth ₹400.33
↓ -1.74 ₹45,168 2.2 8.2 2.5 20.2 26.3 17.2 UTI Multi Asset Fund Growth ₹75.1464
↓ -0.37 ₹5,941 1.2 7.5 0.9 19.1 16.2 20.7 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.07
↓ -0.09 ₹1,253 -0.5 8.7 -3 18.6 23.2 25.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund UTI Multi Asset Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Bottom quartile AUM (₹804 Cr). Highest AUM (₹64,770 Cr). Upper mid AUM (₹45,168 Cr). Lower mid AUM (₹5,941 Cr). Bottom quartile AUM (₹1,253 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (22+ yrs). Established history (25+ yrs). Established history (16+ yrs). Established history (9+ yrs). Point 3 Rating: 1★ (lower mid). Rating: 2★ (upper mid). Top rated. 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. Point 5 5Y return: 21.97% (bottom quartile). 5Y return: 25.78% (upper mid). 5Y return: 26.27% (top quartile). 5Y return: 16.22% (bottom quartile). 5Y return: 23.22% (lower mid). Point 6 3Y return: 20.47% (top quartile). 3Y return: 20.26% (upper mid). 3Y return: 20.18% (lower mid). 3Y return: 19.07% (bottom quartile). 3Y return: 18.64% (bottom quartile). Point 7 1Y return: -7.33% (bottom quartile). 1Y return: 7.65% (top quartile). 1Y return: 2.55% (upper mid). 1Y return: 0.91% (lower mid). 1Y return: -3.01% (bottom quartile). Point 8 1M return: 0.10% (bottom quartile). 1M return: 2.51% (top quartile). 1M return: 0.69% (lower mid). 1M return: 0.87% (upper mid). 1M return: -0.03% (bottom quartile). Point 9 Alpha: -8.63 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 2.96 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -1.21 (bottom quartile). Sharpe: 0.08 (top quartile). Sharpe: -0.29 (upper mid). Sharpe: -0.52 (lower mid). Sharpe: -0.64 (bottom quartile). JM Equity Hybrid Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
UTI Multi Asset Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
ਸਿਖਰ ਦੇ 5 ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹120.449
↓ -0.60 ₹804 -1.4 5.9 -7.3 20.5 22 27 ICICI Prudential Equity and Debt Fund Growth ₹400.33
↓ -1.74 ₹45,168 2.2 8.2 2.5 20.2 26.3 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.07
↓ -0.09 ₹1,253 -0.5 8.7 -3 18.6 23.2 25.8 UTI Hybrid Equity Fund Growth ₹401.161
↓ -1.43 ₹6,302 -1.2 5.1 -2.9 16.5 20.3 19.7 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 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund UTI Hybrid Equity Fund Sundaram Equity Hybrid Fund Point 1 Bottom quartile AUM (₹804 Cr). Highest AUM (₹45,168 Cr). Bottom quartile AUM (₹1,253 Cr). Upper mid AUM (₹6,302 Cr). Lower mid AUM (₹1,954 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (25+ yrs). Established history (9+ yrs). Established history (30+ yrs). Established history (25+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Not Rated. Rating: 3★ (upper mid). 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: 21.97% (lower mid). 5Y return: 26.27% (top quartile). 5Y return: 23.22% (upper mid). 5Y return: 20.28% (bottom quartile). 5Y return: 14.20% (bottom quartile). Point 6 3Y return: 20.47% (top quartile). 3Y return: 20.18% (upper mid). 3Y return: 18.64% (lower mid). 3Y return: 16.49% (bottom quartile). 3Y return: 16.03% (bottom quartile). Point 7 1Y return: -7.33% (bottom quartile). 1Y return: 2.55% (upper mid). 1Y return: -3.01% (bottom quartile). 1Y return: -2.86% (lower mid). 1Y return: 27.10% (top quartile). Point 8 1M return: 0.10% (lower mid). 1M return: 0.69% (upper mid). 1M return: -0.03% (bottom quartile). 1M return: -0.34% (bottom quartile). 1M return: 1.80% (top quartile). Point 9 Alpha: -8.63 (bottom quartile). Alpha: 2.96 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.11 (bottom quartile). Alpha: 5.81 (top quartile). Point 10 Sharpe: -1.21 (bottom quartile). Sharpe: -0.29 (upper mid). Sharpe: -0.64 (lower mid). Sharpe: -0.80 (bottom quartile). Sharpe: 2.64 (top quartile). JM Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
UTI 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 (%) JM Equity Hybrid Fund Growth ₹120.449
↓ -0.60 ₹804 -1.4 5.9 -7.3 20.5 22 27 ICICI Prudential Multi-Asset Fund Growth ₹780.013
↓ -1.30 ₹64,770 3.4 8.5 7.6 20.3 25.8 16.1 ICICI Prudential Equity and Debt Fund Growth ₹400.33
↓ -1.74 ₹45,168 2.2 8.2 2.5 20.2 26.3 17.2 UTI Multi Asset Fund Growth ₹75.1464
↓ -0.37 ₹5,941 1.2 7.5 0.9 19.1 16.2 20.7 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.07
↓ -0.09 ₹1,253 -0.5 8.7 -3 18.6 23.2 25.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund UTI Multi Asset Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Bottom quartile AUM (₹804 Cr). Highest AUM (₹64,770 Cr). Upper mid AUM (₹45,168 Cr). Lower mid AUM (₹5,941 Cr). Bottom quartile AUM (₹1,253 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (22+ yrs). Established history (25+ yrs). Established history (16+ yrs). Established history (9+ yrs). Point 3 Rating: 1★ (lower mid). Rating: 2★ (upper mid). Top rated. 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. Point 5 5Y return: 21.97% (bottom quartile). 5Y return: 25.78% (upper mid). 5Y return: 26.27% (top quartile). 5Y return: 16.22% (bottom quartile). 5Y return: 23.22% (lower mid). Point 6 3Y return: 20.47% (top quartile). 3Y return: 20.26% (upper mid). 3Y return: 20.18% (lower mid). 3Y return: 19.07% (bottom quartile). 3Y return: 18.64% (bottom quartile). Point 7 1Y return: -7.33% (bottom quartile). 1Y return: 7.65% (top quartile). 1Y return: 2.55% (upper mid). 1Y return: 0.91% (lower mid). 1Y return: -3.01% (bottom quartile). Point 8 1M return: 0.10% (bottom quartile). 1M return: 2.51% (top quartile). 1M return: 0.69% (lower mid). 1M return: 0.87% (upper mid). 1M return: -0.03% (bottom quartile). Point 9 Alpha: -8.63 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 2.96 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -1.21 (bottom quartile). Sharpe: 0.08 (top quartile). Sharpe: -0.29 (upper mid). Sharpe: -0.52 (lower mid). Sharpe: -0.64 (bottom quartile). JM Equity Hybrid Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
UTI Multi Asset Fund
BOI AXA Mid and Small Cap Equity and Debt 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 ₹37.9064
↓ -0.01 ₹72,274 1.3 3 6.6 7.2 5.8 7.8 SBI Arbitrage Opportunities Fund Growth ₹34.2189
↓ -0.01 ₹41,552 1.3 3.1 6.6 7.1 5.8 7.5 Invesco India Arbitrage Fund Growth ₹32.2837
↓ 0.00 ₹25,150 1.3 3 6.5 7.1 5.8 7.6 UTI Arbitrage Fund Growth ₹35.4577
↓ -0.01 ₹9,149 1.3 3.1 6.6 7 5.7 7.7 HDFC Arbitrage Fund Growth ₹30.988
↓ -0.01 ₹21,771 1.3 3 6.4 7 5.6 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund SBI Arbitrage Opportunities Fund Invesco India Arbitrage Fund UTI Arbitrage Fund HDFC Arbitrage Fund Point 1 Highest AUM (₹72,274 Cr). Upper mid AUM (₹41,552 Cr). Lower mid AUM (₹25,150 Cr). Bottom quartile AUM (₹9,149 Cr). Bottom quartile AUM (₹21,771 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 5.84% (top quartile). 5Y return: 5.80% (upper mid). 5Y return: 5.79% (lower mid). 5Y return: 5.66% (bottom quartile). 5Y return: 5.61% (bottom quartile). Point 6 3Y return: 7.15% (top quartile). 3Y return: 7.13% (upper mid). 3Y return: 7.09% (lower mid). 3Y return: 7.04% (bottom quartile). 3Y return: 6.99% (bottom quartile). Point 7 1Y return: 6.56% (lower mid). 1Y return: 6.61% (upper mid). 1Y return: 6.49% (bottom quartile). 1Y return: 6.65% (top quartile). 1Y return: 6.44% (bottom quartile). Point 8 1M return: 0.30% (bottom quartile). 1M return: 0.31% (upper mid). 1M return: 0.30% (lower mid). 1M return: 0.32% (top quartile). 1M return: 0.30% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.09 (upper mid). Sharpe: 0.87 (lower mid). Sharpe: 0.77 (bottom quartile). Sharpe: 1.12 (top quartile). Sharpe: 0.64 (bottom quartile). Kotak Equity Arbitrage Fund
SBI Arbitrage Opportunities Fund
Invesco India Arbitrage Fund
UTI Arbitrage Fund
HDFC Arbitrage Fund
ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Dynamic Equity Fund Growth ₹20.91
↓ -0.09 ₹3,489 -0.2 3.8 0.1 13.7 13.5 17.5 ICICI Prudential Balanced Advantage Fund Growth ₹75.08
↓ -0.25 ₹65,711 1.5 8.2 4.9 13.4 15 12.3 Invesco India Dynamic Equity Fund Growth ₹53.65
↓ -0.24 ₹1,045 -0.5 5 -0.5 12.9 12.7 15.9 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹106.38
↓ -0.47 ₹8,208 -0.3 6.1 1.9 12.8 14.3 13 Nippon India Balanced Advantage Fund Growth ₹178.148
↓ -0.78 ₹9,317 1.3 6 1.1 12.5 14.1 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Invesco India Dynamic Equity Fund Aditya Birla Sun Life Balanced Advantage Fund Nippon India Balanced Advantage Fund Point 1 Bottom quartile AUM (₹3,489 Cr). Highest AUM (₹65,711 Cr). Bottom quartile AUM (₹1,045 Cr). Lower mid AUM (₹8,208 Cr). Upper mid AUM (₹9,317 Cr). Point 2 Established history (8+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (25 yrs). Established history (20+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (bottom quartile). 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: 13.46% (bottom quartile). 5Y return: 14.99% (top quartile). 5Y return: 12.71% (bottom quartile). 5Y return: 14.34% (upper mid). 5Y return: 14.10% (lower mid). Point 6 3Y return: 13.72% (top quartile). 3Y return: 13.35% (upper mid). 3Y return: 12.90% (lower mid). 3Y return: 12.80% (bottom quartile). 3Y return: 12.52% (bottom quartile). Point 7 1Y return: 0.14% (bottom quartile). 1Y return: 4.86% (top quartile). 1Y return: -0.52% (bottom quartile). 1Y return: 1.95% (upper mid). 1Y return: 1.09% (lower mid). Point 8 1M return: -0.19% (lower mid). 1M return: 0.39% (upper mid). 1M return: -0.92% (bottom quartile). 1M return: -0.25% (bottom quartile). 1M return: 0.67% (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: -0.63 (bottom quartile). Sharpe: -0.15 (top quartile). Sharpe: -0.52 (lower mid). Sharpe: -0.33 (upper mid). Sharpe: -0.64 (bottom quartile). Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage Fund
Invesco India 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 (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹780.013
↓ -1.30 ₹64,770 3.4 8.5 7.6 20.3 25.8 16.1 UTI Multi Asset Fund Growth ₹75.1464
↓ -0.37 ₹5,941 1.2 7.5 0.9 19.1 16.2 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹63.77
↓ -0.29 ₹3,045 0.1 6.8 -0.5 17.5 20.3 20.2 SBI Multi Asset Allocation Fund Growth ₹60.8622
↓ -0.05 ₹10,262 2.6 10.7 6.9 16.8 15.2 12.8 HDFC Multi-Asset Fund Growth ₹73.018
↓ -0.24 ₹4,715 2.4 8.2 5.5 14.8 15.8 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund Edelweiss Multi Asset Allocation Fund SBI Multi Asset Allocation Fund HDFC Multi-Asset Fund Point 1 Highest AUM (₹64,770 Cr). Lower mid AUM (₹5,941 Cr). Bottom quartile AUM (₹3,045 Cr). Upper mid AUM (₹10,262 Cr). Bottom quartile AUM (₹4,715 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (16+ yrs). Established history (16+ yrs). Established history (19+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 5Y return: 25.78% (top quartile). 5Y return: 16.22% (lower mid). 5Y return: 20.34% (upper mid). 5Y return: 15.22% (bottom quartile). 5Y return: 15.83% (bottom quartile). Point 6 3Y return: 20.26% (top quartile). 3Y return: 19.07% (upper mid). 3Y return: 17.52% (lower mid). 3Y return: 16.84% (bottom quartile). 3Y return: 14.81% (bottom quartile). Point 7 1Y return: 7.65% (top quartile). 1Y return: 0.91% (bottom quartile). 1Y return: -0.45% (bottom quartile). 1Y return: 6.95% (upper mid). 1Y return: 5.54% (lower mid). Point 8 1M return: 2.51% (top quartile). 1M return: 0.87% (bottom quartile). 1M return: 0.11% (bottom quartile). 1M return: 2.30% (upper mid). 1M return: 1.44% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.96 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.08 (top quartile). Sharpe: -0.52 (bottom quartile). Sharpe: -0.50 (bottom quartile). Sharpe: -0.10 (upper mid). Sharpe: -0.16 (lower mid). ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
Edelweiss Multi Asset Allocation Fund
SBI Multi Asset Allocation Fund
HDFC Multi-Asset Fund
ਚੋਟੀ ਦੇ 5 ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Savings Fund Growth ₹26.6736
↓ -0.03 ₹8,487 2.6 7.1 3.9 11.9 11.8 11.7 Edelweiss Equity Savings Fund Growth ₹25.571
↓ -0.04 ₹843 2.4 5.8 6.2 11.3 11 13.4 SBI Equity Savings Fund Growth ₹24.0246
↓ -0.07 ₹5,703 0.6 5.6 3.4 10.9 12.3 12 HDFC Equity Savings Fund Growth ₹66.387
↓ -0.14 ₹5,691 0.8 4.7 2.4 10.4 12.7 10.3 DSP Equity Savings Fund Growth ₹21.842
↓ -0.05 ₹3,591 0.3 2.8 3.1 10.1 11.1 12.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Savings Fund Edelweiss Equity Savings Fund SBI Equity Savings Fund HDFC Equity Savings Fund DSP Equity Savings Fund Point 1 Highest AUM (₹8,487 Cr). Bottom quartile AUM (₹843 Cr). Upper mid AUM (₹5,703 Cr). Lower mid AUM (₹5,691 Cr). Bottom quartile AUM (₹3,591 Cr). Point 2 Established history (10+ yrs). Established history (10+ yrs). Established history (10+ yrs). Oldest track record among peers (21 yrs). Established history (9+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.84% (lower mid). 5Y return: 10.95% (bottom quartile). 5Y return: 12.29% (upper mid). 5Y return: 12.72% (top quartile). 5Y return: 11.08% (bottom quartile). Point 6 3Y return: 11.85% (top quartile). 3Y return: 11.28% (upper mid). 3Y return: 10.89% (lower mid). 3Y return: 10.39% (bottom quartile). 3Y return: 10.12% (bottom quartile). Point 7 1Y return: 3.90% (upper mid). 1Y return: 6.21% (top quartile). 1Y return: 3.37% (lower mid). 1Y return: 2.45% (bottom quartile). 1Y return: 3.09% (bottom quartile). Point 8 1M return: 1.20% (top quartile). 1M return: 0.37% (lower mid). 1M return: 0.07% (bottom quartile). 1M return: 0.42% (upper mid). 1M return: 0.19% (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: -0.55 (lower mid). Sharpe: -0.01 (top quartile). Sharpe: -0.36 (upper mid). Sharpe: -0.76 (bottom quartile). Sharpe: -0.56 (bottom quartile). Kotak Equity Savings Fund
Edelweiss Equity Savings Fund
SBI Equity Savings Fund
HDFC Equity Savings Fund
DSP 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 ₹50.551
↓ -0.28 ₹6,584 -0.7 6.7 -4.4 18.8 24.9 18 ICICI Prudential Child Care Plan (Gift) Growth ₹328.83
↓ -1.97 ₹1,373 -0.5 10.4 0.4 18.5 19.6 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.64
↓ -0.15 ₹1,660 -0.6 5.6 -2.5 15.1 18.1 14 Tata Retirement Savings Fund - Progressive Growth ₹64.1812
↓ -0.52 ₹2,047 -4.2 7.9 -7.3 14.6 15.9 21.7 Tata Retirement Savings Fund-Moderate Growth ₹63.6692
↓ -0.47 ₹2,115 -2.9 7.7 -3.8 13.9 15 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 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 (₹6,584 Cr). Bottom quartile AUM (₹1,373 Cr). Bottom quartile AUM (₹1,660 Cr). Lower mid AUM (₹2,047 Cr). Upper mid AUM (₹2,115 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (24 yrs). Established history (9+ yrs). Established history (13+ yrs). Established history (13+ 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: 24.91% (top quartile). 5Y return: 19.61% (upper mid). 5Y return: 18.05% (lower mid). 5Y return: 15.91% (bottom quartile). 5Y return: 14.97% (bottom quartile). Point 6 3Y return: 18.84% (top quartile). 3Y return: 18.46% (upper mid). 3Y return: 15.13% (lower mid). 3Y return: 14.61% (bottom quartile). 3Y return: 13.90% (bottom quartile). Point 7 1Y return: -4.40% (bottom quartile). 1Y return: 0.41% (top quartile). 1Y return: -2.49% (upper mid). 1Y return: -7.26% (bottom quartile). 1Y return: -3.81% (lower mid). Point 8 1M return: -0.23% (upper mid). 1M return: -1.48% (bottom quartile). 1M return: 0.11% (top quartile). 1M return: -1.70% (bottom quartile). 1M return: -1.09% (lower mid). Point 9 Alpha: -1.34 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.19 (bottom quartile). Alpha: 0.00 (lower mid). Point 10 Sharpe: -0.72 (bottom quartile). Sharpe: -0.26 (top quartile). Sharpe: -0.74 (bottom quartile). Sharpe: -0.60 (lower mid). Sharpe: -0.56 (upper 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 ₹33.2614
↓ -0.13 ₹5,221 16.3 28.5 48 30.1 16.5 19.6 IDBI Gold Fund Growth ₹29.5483
↓ -0.21 ₹254 15.8 28.2 48 29.9 16.9 18.7 Aditya Birla Sun Life Gold Fund Growth ₹33.0543
↓ -0.07 ₹725 16.3 28.5 48 29.8 16.3 18.7 ICICI Prudential Regular Gold Savings Fund Growth ₹35.2281
↓ -0.08 ₹2,603 16.3 28.7 48 29.7 16.4 19.5 Nippon India Gold Savings Fund Growth ₹43.5699
↓ -0.10 ₹3,439 16.3 28.7 47.8 29.7 16.3 19 HDFC Gold Fund Growth ₹33.9806
↓ -0.12 ₹4,915 16.2 28.3 47.9 29.6 16.2 18.9 Kotak Gold Fund Growth ₹43.6731
↓ -0.17 ₹3,506 16.1 28.4 47.7 29.5 16.1 18.9 Axis Gold Fund Growth ₹33.0446
↓ -0.14 ₹1,272 16.2 27.9 47.1 29.5 16.5 19.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25 Research Highlights & Commentary of 8 Funds showcased
Commentary SBI Gold Fund IDBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund HDFC Gold Fund Kotak Gold Fund Axis Gold Fund Point 1 Highest AUM (₹5,221 Cr). Bottom quartile AUM (₹254 Cr). Bottom quartile AUM (₹725 Cr). Lower mid AUM (₹2,603 Cr). Upper mid AUM (₹3,439 Cr). Top quartile AUM (₹4,915 Cr). Upper mid AUM (₹3,506 Cr). Lower mid AUM (₹1,272 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (top quartile). Not Rated. Top rated. Rating: 1★ (upper mid). Rating: 2★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.45% (top quartile). 5Y return: 16.92% (top quartile). 5Y return: 16.32% (lower mid). 5Y return: 16.42% (upper mid). 5Y return: 16.27% (lower mid). 5Y return: 16.17% (bottom quartile). 5Y return: 16.05% (bottom quartile). 5Y return: 16.45% (upper mid). Point 6 3Y return: 30.05% (top quartile). 3Y return: 29.88% (top quartile). 3Y return: 29.76% (upper mid). 3Y return: 29.74% (upper mid). 3Y return: 29.71% (lower mid). 3Y return: 29.58% (lower mid). 3Y return: 29.54% (bottom quartile). 3Y return: 29.48% (bottom quartile). Point 7 1Y return: 48.01% (top quartile). 1Y return: 48.04% (top quartile). 1Y return: 47.98% (upper mid). 1Y return: 47.96% (upper mid). 1Y return: 47.80% (lower mid). 1Y return: 47.89% (lower mid). 1Y return: 47.69% (bottom quartile). 1Y return: 47.06% (bottom quartile). Point 8 1M return: 12.98% (upper mid). 1M return: 12.65% (bottom quartile). 1M return: 12.95% (upper mid). 1M return: 13.00% (top quartile). 1M return: 13.05% (top quartile). 1M return: 12.93% (lower mid). 1M return: 12.91% (lower mid). 1M return: 12.74% (bottom 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: 2.58 (upper mid). Sharpe: 2.38 (bottom quartile). Sharpe: 2.66 (top quartile). Sharpe: 2.55 (lower mid). Sharpe: 2.52 (bottom quartile). Sharpe: 2.55 (lower mid). Sharpe: 2.58 (top quartile). Sharpe: 2.57 (upper mid). SBI Gold Fund
IDBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings Fund
HDFC Gold Fund
Kotak Gold 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 primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. Research Highlights for DSP World Mining Fund Below is the key information for DSP World Mining Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES. Research Highlights for Nippon India Gold Savings Fund Below is the key information for Nippon India Gold Savings Fund Returns up to 1 year are on ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF).
However, there can be no assurance that the investment objectives of the Scheme will be realized. Research Highlights for ICICI Prudential Regular Gold Savings Fund Below is the key information for ICICI Prudential Regular Gold Savings 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 Aug 20 ₹10,000 31 Aug 21 ₹11,291 31 Aug 22 ₹13,279 31 Aug 23 ₹14,459 31 Aug 24 ₹14,459
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 (24 Sep 25) ₹43.2782 ↓ -0.71 (-1.61 %) Net Assets (Cr) ₹1,421 on 31 Aug 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.8 Information Ratio -1.09 Alpha Ratio 3.15 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 Aug 20 ₹10,000 31 Aug 21 ₹7,754 31 Aug 22 ₹5,954 31 Aug 23 ₹7,515 31 Aug 24 ₹9,830 31 Aug 25 ₹16,461 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 25.2% 3 Month 43.1% 6 Month 68.4% 1 Year 90.1% 3 Year 51.6% 5 Year 16.7% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.51 Yr. Data below for DSP World Gold Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 95.27% Asset Allocation
Asset Class Value Cash 1.87% Equity 95.34% Debt 0.01% Other 2.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -78% ₹942 Cr 1,578,535
↓ -32,363 VanEck Gold Miners ETF
- | GDX21% ₹259 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹13 Cr Net Receivables/Payables
Net Current Assets | -0% -₹2 Cr 3. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (24 Sep 25) ₹22.1573 ↓ -0.08 (-0.38 %) Net Assets (Cr) ₹148 on 31 Aug 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 0.73 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 Aug 20 ₹10,000 31 Aug 21 ₹13,330 31 Aug 22 ₹13,126 31 Aug 23 ₹14,795 31 Aug 24 ₹15,524 31 Aug 25 ₹18,716 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 16.7% 3 Month 30.1% 6 Month 33.3% 1 Year 29.6% 3 Year 20.4% 5 Year 17.4% 10 Year 15 Year Since launch 5.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% 2015 -36% Fund Manager information for DSP World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.51 Yr. Data below for DSP World Mining Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 92.39% Energy 1.55% Asset Allocation
Asset Class Value Cash 5.43% Equity 94.53% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹132 Cr 196,725
↓ -3,213 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹2 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 4. Nippon India Gold Savings Fund
Nippon India Gold Savings Fund
Growth Launch Date 7 Mar 11 NAV (25 Sep 25) ₹43.5699 ↓ -0.10 (-0.22 %) Net Assets (Cr) ₹3,439 on 31 Aug 25 Category Gold - Gold AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.35 Sharpe Ratio 2.52 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (2%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹8,973 31 Aug 22 ₹9,606 31 Aug 23 ₹10,980 31 Aug 24 ₹13,183 31 Aug 25 ₹18,480 Returns for Nippon India Gold Savings 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 16.3% 6 Month 28.7% 1 Year 47.8% 3 Year 29.7% 5 Year 16.3% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19% 2023 14.3% 2022 12.3% 2021 -5.5% 2020 26.6% 2019 22.5% 2018 6% 2017 1.7% 2016 11.6% 2015 -8.1% Fund Manager information for Nippon India Gold Savings Fund
Name Since Tenure Himanshu Mange 23 Dec 23 1.69 Yr. Data below for Nippon India Gold Savings Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 1.34% Other 98.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India ETF Gold BeES
- | -100% ₹3,249 Cr 395,216,739
↑ 4,135,000 Net Current Assets
Net Current Assets | -0% -₹8 Cr Triparty Repo
CBLO/Reverse Repo | -0% ₹8 Cr Cash Margin - Ccil
CBLO | -0% ₹0 Cr Cash
Net Current Assets | -0% ₹0 Cr 00 5. ICICI Prudential Regular Gold Savings Fund
ICICI Prudential Regular Gold Savings Fund
Growth Launch Date 11 Oct 11 NAV (25 Sep 25) ₹35.2281 ↓ -0.08 (-0.23 %) Net Assets (Cr) ₹2,603 on 31 Aug 25 Category Gold - Gold AMC ICICI Prudential Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.38 Sharpe Ratio 2.55 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-15 Months (2%),15 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹8,985 31 Aug 22 ₹9,647 31 Aug 23 ₹11,037 31 Aug 24 ₹13,266 31 Aug 25 ₹18,603 Returns for ICICI Prudential Regular Gold Savings 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 16.3% 6 Month 28.7% 1 Year 48% 3 Year 29.7% 5 Year 16.4% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 13.5% 2022 12.7% 2021 -5.4% 2020 26.6% 2019 22.7% 2018 7.4% 2017 0.8% 2016 8.9% 2015 -5.1% Fund Manager information for ICICI Prudential Regular Gold Savings Fund
Name Since Tenure Manish Banthia 27 Sep 12 12.94 Yr. Nishit Patel 29 Dec 20 4.68 Yr. Data below for ICICI Prudential Regular Gold Savings Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 1.55% Other 98.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Pru Gold ETF
- | -100% ₹2,379 Cr 280,401,176
↑ 5,170,060 Treps
CBLO/Reverse Repo | -0% ₹8 Cr Net Current Assets
Net Current Assets | -0% -₹4 Cr
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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