+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.
Talk to our investment specialist
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 ₹68.05
↓ -0.20 ₹2,021 -4.9 0.7 -3.5 10.8 8.4 5.5 Bandhan Large Cap Fund Growth ₹73.777
↓ -0.33 ₹2,145 -5.7 -1.8 -5.6 9.9 7.7 8.2 BNP Paribas Large Cap Fund Growth ₹208.45
↓ -0.73 ₹2,641 -4.6 -2.4 -5.3 8.4 7.6 4.4 DSP TOP 100 Equity Growth ₹428.212
↓ -2.43 ₹7,101 -7.2 -5.8 -10.2 8.3 7.3 8.4 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 India Top 100 Equity Fund Invesco India Largecap Fund Bandhan Large Cap Fund BNP Paribas Large Cap Fund DSP TOP 100 Equity Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹2,021 Cr). Lower mid AUM (₹2,145 Cr). Upper mid AUM (₹2,641 Cr). Highest AUM (₹7,101 Cr). Point 2 Established history (14+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (22+ yrs). Oldest track record among peers (23 yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 8.38% (upper mid). 5Y return: 7.67% (lower mid). 5Y return: 7.65% (bottom quartile). 5Y return: 7.26% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 10.81% (upper mid). 3Y return: 9.90% (lower mid). 3Y return: 8.43% (bottom quartile). 3Y return: 8.31% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -3.53% (upper mid). 1Y return: -5.62% (bottom quartile). 1Y return: -5.32% (lower mid). 1Y return: -10.24% (bottom quartile). Point 8 Alpha: 2.11 (bottom quartile). Alpha: 6.54 (top quartile). Alpha: 2.93 (upper mid). Alpha: 2.25 (lower mid). Alpha: -3.61 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: 0.25 (upper mid). Sharpe: 0.05 (lower mid). Sharpe: 0.01 (bottom quartile). Sharpe: -0.38 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.98 (top quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.53 (lower mid). Information ratio: 0.13 (bottom quartile). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Bandhan Large Cap Fund
BNP Paribas Large Cap Fund
DSP TOP 100 Equity
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 ₹99.9385
↑ 0.55 ₹42,852 1.5 10.5 -4 16.3 18 -12.1 Invesco India Mid Cap Fund Growth ₹186.67
↓ -0.79 ₹14,721 -6.8 7.7 2 19.9 15.9 6.3 Edelweiss Mid Cap Fund Growth ₹103.069
↑ 0.22 ₹19,891 -5.1 2.9 1.4 17.4 14.6 3.8 ICICI Prudential MidCap Fund Growth ₹322.92
↑ 3.23 ₹8,403 -4.6 1.9 6.9 18.3 14.2 11.1 Sundaram Mid Cap Fund Growth ₹1,396.05
↑ 5.88 ₹14,863 -6.9 0.8 -0.7 14.9 13.8 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund Point 1 Highest AUM (₹42,852 Cr). Bottom quartile AUM (₹14,721 Cr). Upper mid AUM (₹19,891 Cr). Bottom quartile AUM (₹8,403 Cr). Lower mid AUM (₹14,863 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.01% (top quartile). 5Y return: 15.94% (upper mid). 5Y return: 14.63% (lower mid). 5Y return: 14.17% (bottom quartile). 5Y return: 13.81% (bottom quartile). Point 6 3Y return: 16.30% (bottom quartile). 3Y return: 19.86% (top quartile). 3Y return: 17.38% (lower mid). 3Y return: 18.26% (upper mid). 3Y return: 14.91% (bottom quartile). Point 7 1Y return: -4.01% (bottom quartile). 1Y return: 2.01% (upper mid). 1Y return: 1.40% (lower mid). 1Y return: 6.92% (top quartile). 1Y return: -0.65% (bottom quartile). Point 8 Alpha: -7.99 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -0.37 (lower mid). Alpha: 6.99 (top quartile). Alpha: -1.08 (bottom quartile). Point 9 Sharpe: 0.06 (bottom quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.47 (upper mid). Sharpe: 0.84 (top quartile). Sharpe: 0.43 (lower mid). Point 10 Information ratio: 0.16 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.78 (upper mid). Information ratio: 1.17 (top quartile). Information ratio: 0.50 (lower mid). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Small Cap Fund Growth ₹225.828
↑ 2.79 ₹21,659 1.4 16.3 16.7 15.3 15.3 -2.8 IDBI Small Cap Fund Growth ₹34.5021
↑ 0.30 ₹832 1.8 20 12.6 15.5 15 -13.4 Sundaram Small Cap Fund Growth ₹288.385
↑ 2.02 ₹4,155 -1.8 13.9 10.8 13.8 13.6 0.4 Franklin India Smaller Companies Fund Growth ₹171.5
↑ 1.10 ₹14,746 -4.6 7.4 2.2 9.8 12.8 -8.4 HDFC Small Cap Fund Growth ₹134.749
↑ 0.28 ₹41,891 -3.6 4.3 -5 8.1 11.9 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Small Cap Fund IDBI Small Cap Fund Sundaram Small Cap Fund Franklin India Smaller Companies Fund HDFC Small Cap Fund Point 1 Upper mid AUM (₹21,659 Cr). Bottom quartile AUM (₹832 Cr). Bottom quartile AUM (₹4,155 Cr). Lower mid AUM (₹14,746 Cr). Highest AUM (₹41,891 Cr). Point 2 Established history (19+ yrs). Established history (9+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (18+ yrs). Point 3 Top rated. Not Rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 15.35% (top quartile). 5Y return: 14.95% (upper mid). 5Y return: 13.56% (lower mid). 5Y return: 12.82% (bottom quartile). 5Y return: 11.88% (bottom quartile). Point 6 3Y return: 15.27% (upper mid). 3Y return: 15.48% (top quartile). 3Y return: 13.77% (lower mid). 3Y return: 9.82% (bottom quartile). 3Y return: 8.14% (bottom quartile). Point 7 1Y return: 16.70% (top quartile). 1Y return: 12.62% (upper mid). 1Y return: 10.75% (lower mid). 1Y return: 2.20% (bottom quartile). 1Y return: -5.02% (bottom quartile). Point 8 Alpha: 9.89 (top quartile). Alpha: 8.28 (upper mid). Alpha: 6.87 (lower mid). Alpha: -2.91 (bottom quartile). Alpha: -7.96 (bottom quartile). Point 9 Sharpe: 0.71 (top quartile). Sharpe: 0.70 (upper mid). Sharpe: 0.65 (lower mid). Sharpe: 0.22 (bottom quartile). Sharpe: -0.18 (bottom quartile). Point 10 Information ratio: 0.47 (top quartile). Information ratio: 0.29 (upper mid). Information ratio: 0.12 (lower mid). Information ratio: -0.59 (bottom quartile). Information ratio: -0.58 (bottom quartile). DSP Small Cap Fund
IDBI Small Cap Fund
Sundaram Small Cap Fund
Franklin India Smaller Companies 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 ₹38.26
↑ 0.32 ₹1,402 2.3 13.6 16.6 18.6 12.7 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹62.1171
↑ 0.32 ₹14,160 3.9 12.1 -0.8 16.3 11.4 -5.6 Mahindra Badhat Yojana Growth ₹37.7266
↑ 0.08 ₹7,662 -1.4 7.5 6.2 14.2 12.2 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 BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Point 1 Bottom quartile AUM (₹382 Cr). Lower mid AUM (₹1,402 Cr). Bottom quartile AUM (₹588 Cr). Highest AUM (₹14,160 Cr). Upper mid AUM (₹7,662 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (12+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 4★ (upper mid). Top rated. 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: 12.69% (upper mid). 5Y return: 13.57% (top quartile). 5Y return: 11.43% (bottom quartile). 5Y return: 12.22% (lower mid). Point 6 3Y return: 22.73% (top quartile). 3Y return: 18.56% (upper mid). 3Y return: 17.28% (lower mid). 3Y return: 16.27% (bottom quartile). 3Y return: 14.18% (bottom quartile). Point 7 1Y return: 13.54% (lower mid). 1Y return: 16.65% (upper mid). 1Y return: 19.34% (top quartile). 1Y return: -0.82% (bottom quartile). 1Y return: 6.25% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 1.30 (upper mid). Alpha: 9.37 (top quartile). Point 9 Sharpe: 1.01 (lower mid). Sharpe: 1.22 (upper mid). Sharpe: 2.86 (top quartile). Sharpe: 0.13 (bottom quartile). Sharpe: 0.72 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.71 (top quartile). Information ratio: 0.71 (upper mid). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 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 ₹56.0563
↑ 1.01 ₹5,134 0.9 10 6.7 19.1 15.4 -9.1 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 JM Tax Gain Fund Growth ₹50.5105
↑ 0.24 ₹242 -0.7 10.1 1.7 13.4 11.2 2.5 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 JM Tax Gain Fund Point 1 Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Highest AUM (₹5,134 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹242 Cr). Point 2 Established history (13+ yrs). Oldest track record among peers (25 yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Not Rated. 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: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 15.43% (upper mid). 5Y return: 11.62% (lower mid). 5Y return: 11.18% (bottom quartile). Point 6 3Y return: 20.84% (top quartile). 3Y return: 20.64% (upper mid). 3Y return: 19.15% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 13.42% (bottom quartile). Point 7 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 6.70% (bottom quartile). 1Y return: 17.56% (upper mid). 1Y return: 1.67% (bottom quartile). Point 8 Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 11.90 (top quartile). Alpha: 5.69 (upper mid). Alpha: 5.40 (lower mid). Point 9 Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 0.62 (bottom quartile). Sharpe: 2.51 (top quartile). Sharpe: 0.22 (bottom quartile). Point 10 Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.76 (top quartile). Information ratio: -0.09 (lower mid). Information ratio: 0.70 (upper mid). IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
Motilal Oswal Long Term Equity Fund
Baroda Pioneer ELSS 96
JM 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 (%) SBI Healthcare Opportunities Fund Growth ₹494.262
↓ -0.50 ₹5,796 -0.9 16.8 14.1 21.1 16.2 -3.5 UTI Healthcare Fund Growth ₹324.893
↓ -0.40 ₹1,444 -1.6 16 11 20.8 13.7 -3.1 LIC MF Infrastructure Fund Growth ₹52.3183
↑ 0.06 ₹1,174 -4.8 5.7 4.5 19.8 19 -3.7 BOI AXA Manufacturing and Infrastructure Fund Growth ₹64.92
↓ -0.10 ₹949 -2.4 9 12.5 18.7 17.9 7.8 Franklin India Opportunities Fund Growth ₹254.745
↑ 1.95 ₹9,717 -1.5 6.8 -1.1 18 15.4 3.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Healthcare Opportunities Fund UTI Healthcare Fund LIC MF Infrastructure Fund BOI AXA Manufacturing and Infrastructure Fund Franklin India Opportunities Fund Point 1 Upper mid AUM (₹5,796 Cr). Lower mid AUM (₹1,444 Cr). Bottom quartile AUM (₹1,174 Cr). Bottom quartile AUM (₹949 Cr). Highest AUM (₹9,717 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (27 yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (26+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (lower mid). Not Rated. Not Rated. Top rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 16.23% (lower mid). 5Y return: 13.74% (bottom quartile). 5Y return: 18.96% (top quartile). 5Y return: 17.86% (upper mid). 5Y return: 15.38% (bottom quartile). Point 6 3Y return: 21.14% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 19.79% (lower mid). 3Y return: 18.73% (bottom quartile). 3Y return: 17.99% (bottom quartile). Point 7 1Y return: 14.06% (top quartile). 1Y return: 10.99% (lower mid). 1Y return: 4.46% (bottom quartile). 1Y return: 12.49% (upper mid). 1Y return: -1.09% (bottom quartile). Point 8 Alpha: 4.67 (upper mid). Alpha: 1.26 (lower mid). Alpha: 10.92 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.10 (bottom quartile). Point 9 Sharpe: 1.17 (top quartile). Sharpe: 0.94 (upper mid). Sharpe: 0.53 (bottom quartile). Sharpe: 0.91 (lower mid). Sharpe: 0.13 (bottom quartile). Point 10 Information ratio: 0.08 (bottom quartile). Information ratio: 0.18 (lower mid). Information ratio: 0.47 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 1.18 (top quartile). SBI Healthcare Opportunities Fund
UTI Healthcare Fund
LIC MF Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
Franklin India Opportunities Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Capital Builder Value Fund Growth ₹755.458
↓ -1.12 ₹8,266 -3.7 3 1 13.2 11.2 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹130.945
↑ 0.02 ₹6,925 -3.8 5.1 5.6 11.3 11.4 2.6 Nippon India Value Fund Growth ₹208.288
↓ -0.92 ₹9,043 -7.9 -4.3 -9.1 10.6 10.4 4.2 Tata Equity PE Fund Growth ₹336.587
↓ -0.59 ₹8,656 -3.9 -1.8 -4.3 10.3 10.6 3.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹125.204
↓ -0.22 ₹8,656 -3.9 -1.8 -4.3 10.3 10.2 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund Nippon India Value Fund Tata Equity PE Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Point 1 Bottom quartile AUM (₹8,266 Cr). Bottom quartile AUM (₹6,925 Cr). Highest AUM (₹9,043 Cr). Upper mid AUM (₹8,656 Cr). Lower mid AUM (₹8,656 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (17+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). 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: 11.25% (upper mid). 5Y return: 11.42% (top quartile). 5Y return: 10.40% (bottom quartile). 5Y return: 10.55% (lower mid). 5Y return: 10.24% (bottom quartile). Point 6 3Y return: 13.16% (top quartile). 3Y return: 11.28% (upper mid). 3Y return: 10.61% (lower mid). 3Y return: 10.28% (bottom quartile). 3Y return: 10.25% (bottom quartile). Point 7 1Y return: 1.01% (upper mid). 1Y return: 5.58% (top quartile). 1Y return: -9.09% (bottom quartile). 1Y return: -4.28% (bottom quartile). 1Y return: -4.28% (lower mid). Point 8 Alpha: 5.61 (upper mid). Alpha: 11.48 (top quartile). Alpha: -1.87 (bottom quartile). Alpha: 1.44 (lower mid). Alpha: 1.44 (bottom quartile). Point 9 Sharpe: 0.38 (upper mid). Sharpe: 0.70 (top quartile). Sharpe: -0.04 (bottom quartile). Sharpe: 0.16 (lower mid). Sharpe: 0.16 (bottom quartile). Point 10 Information ratio: 1.76 (top quartile). Information ratio: 0.47 (lower mid). Information ratio: 0.72 (upper mid). Information ratio: 0.31 (bottom quartile). Information ratio: 0.30 (bottom quartile). HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure Value Fund
Nippon India Value Fund
Tata Equity PE Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
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 ₹90.06
↑ 0.12 ₹17,949 -6.3 -0.7 -4.1 14.1 12.4 15.4 SBI Focused Equity Fund Growth ₹385.239
↑ 3.23 ₹51,248 -0.9 7.4 7.3 13.6 9.6 15.7 Motilal Oswal Focused 25 Fund Growth ₹53.4806
↑ 0.03 ₹1,827 7.6 25.3 22.5 13.1 9.4 -1.7 HDFC Focused 30 Fund Growth ₹222.833
↓ -0.39 ₹28,201 -4.5 -1.3 -5.9 12.9 14.4 10.9 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 SBI Focused Equity Fund Motilal Oswal Focused 25 Fund HDFC Focused 30 Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹17,949 Cr). Highest AUM (₹51,248 Cr). Bottom quartile AUM (₹1,827 Cr). Upper mid AUM (₹28,201 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (13+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). 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: 17.29% (top quartile). 5Y return: 12.37% (lower mid). 5Y return: 9.60% (bottom quartile). 5Y return: 9.36% (bottom quartile). 5Y return: 14.37% (upper mid). Point 6 3Y return: 17.03% (top quartile). 3Y return: 14.07% (upper mid). 3Y return: 13.65% (lower mid). 3Y return: 13.09% (bottom quartile). 3Y return: 12.87% (bottom quartile). Point 7 1Y return: 24.49% (top quartile). 1Y return: -4.10% (bottom quartile). 1Y return: 7.29% (lower mid). 1Y return: 22.53% (upper mid). 1Y return: -5.91% (bottom quartile). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 0.82 (lower mid). Alpha: 11.09 (upper mid). Alpha: 21.70 (top quartile). Alpha: -1.72 (bottom quartile). Point 9 Sharpe: 1.85 (top quartile). Sharpe: 0.08 (bottom quartile). Sharpe: 0.61 (lower mid). Sharpe: 1.22 (upper mid). Sharpe: -0.04 (bottom quartile). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 1.30 (top quartile). Information ratio: 0.60 (lower mid). Information ratio: 0.14 (bottom quartile). Information ratio: 0.69 (upper mid). Sundaram Select Focus Fund
ICICI Prudential Focused Equity Fund
SBI Focused Equity Fund
Motilal Oswal Focused 25 Fund
HDFC Focused 30 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 ₹594.226
↑ 0.10 ₹18,819 1.6 3.3 6.3 7.2 7.4 7.42% 5M 19D 7M 13D ICICI Prudential Ultra Short Term Fund Growth ₹29.9638
↑ 0.01 ₹15,974 1.6 3.2 6.2 7 7.1 7.37% 10M 17D 1Y 3M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,460.05
↑ 2.25 ₹11,880 1.6 3.1 6.2 6.9 7 7.18% 4M 28D 7M 24D Invesco India Ultra Short Term Fund Growth ₹2,913.61
↑ 0.56 ₹1,661 1.6 3.2 6.2 6.9 6.8 7.03% 5M 3D 5M 7D Kotak Savings Fund Growth ₹46.2387
↑ 0.01 ₹15,962 1.5 3.1 6 6.7 6.8 7.25% 4M 20D 6M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 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 (₹18,819 Cr). Upper mid AUM (₹15,974 Cr). Bottom quartile AUM (₹11,880 Cr). Bottom quartile AUM (₹1,661 Cr). Lower mid AUM (₹15,962 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Established history (15+ yrs). Established history (22+ 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: 6.33% (top quartile). 1Y return: 6.22% (lower mid). 1Y return: 6.24% (upper mid). 1Y return: 6.20% (bottom quartile). 1Y return: 6.01% (bottom quartile). Point 6 1M return: 0.43% (lower mid). 1M return: 0.41% (bottom quartile). 1M return: 0.45% (top quartile). 1M return: 0.44% (upper mid). 1M return: 0.40% (bottom quartile). Point 7 Sharpe: 1.00 (top quartile). Sharpe: 1.00 (upper mid). Sharpe: 0.92 (lower mid). Sharpe: 0.83 (bottom quartile). Sharpe: 0.58 (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): 7.42% (top quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.18% (bottom quartile). Yield to maturity (debt): 7.03% (bottom quartile). Yield to maturity (debt): 7.25% (lower mid). Point 10 Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.88 yrs (bottom quartile). Modified duration: 0.41 yrs (upper mid). Modified duration: 0.42 yrs (lower mid). Modified duration: 0.39 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% IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D Bandhan Bond Fund Short Term Plan Growth ₹61.2405
↓ -0.02 ₹9,432 0.7 2.9 5.3 7.2 7.5 7.31% 2Y 9M 29D 5Y 3M 18D Axis Short Term Fund Growth ₹33.0456
↓ -0.03 ₹7,501 0.5 2.5 4.7 7.1 8.1 7.51% 2Y 6M 14D 3Y 7M 13D HDFC Short Term Debt Fund Growth ₹34.1223
↓ -0.04 ₹14,486 0.3 2.3 4.5 7.1 7.8 7.78% 2Y 5M 1D 3Y 3M 11D 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 IDBI Short Term Bond Fund Bandhan Bond Fund Short Term Plan Axis Short Term Fund HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹26 Cr). Upper mid AUM (₹9,432 Cr). Lower mid AUM (₹7,501 Cr). Highest AUM (₹14,486 Cr). Point 2 Established history (24+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.21% (upper mid). 1Y return: 5.25% (lower mid). 1Y return: 4.72% (bottom quartile). 1Y return: 4.51% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (upper mid). 1M return: 0.12% (lower mid). 1M return: -0.05% (bottom quartile). 1M return: -0.18% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (upper mid). Sharpe: 0.26 (top quartile). Sharpe: -0.01 (lower mid). Sharpe: -0.04 (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): 6.43% (bottom quartile). Yield to maturity (debt): 7.31% (lower mid). Yield to maturity (debt): 7.51% (upper mid). Yield to maturity (debt): 7.78% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.83 yrs (bottom quartile). Modified duration: 2.54 yrs (bottom quartile). Modified duration: 2.42 yrs (lower mid). Franklin India Short Term Income Plan - Retail Plan
IDBI Short Term Bond Fund
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
HDFC Short Term Debt 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 ₹3,146.8
↑ 0.34 ₹63,343 0.5 1.6 3.2 6.5 6.6 6.37% 1M 12D 1M 12D Edelweiss Liquid Fund Growth ₹3,613.75
↑ 0.32 ₹13,272 0.5 1.6 3.2 6.5 6.5 6.26% 1M 8D 1M 8D Canara Robeco Liquid Growth ₹3,398.78
↑ 0.27 ₹6,783 0.5 1.6 3.2 6.4 6.5 6.38% 2M 2D 2M 6D UTI Liquid Cash Plan Growth ₹463.384
↑ 0.05 ₹29,218 0.5 1.6 3.2 6.4 6.5 6.36% 1M 6D 1M 6D Tata Liquid Fund Growth ₹4,446.7
↑ 0.34 ₹32,370 0.5 1.5 3.2 6.4 6.5 6.41% 1M 13D 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 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 (₹63,343 Cr). Bottom quartile AUM (₹13,272 Cr). Bottom quartile AUM (₹6,783 Cr). Lower mid AUM (₹29,218 Cr). Upper mid AUM (₹32,370 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (22+ 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: 6.50% (top quartile). 1Y return: 6.48% (upper mid). 1Y return: 6.41% (bottom quartile). 1Y return: 6.44% (lower mid). 1Y return: 6.40% (bottom quartile). Point 6 1M return: 0.48% (top quartile). 1M return: 0.48% (upper mid). 1M return: 0.48% (lower mid). 1M return: 0.48% (bottom quartile). 1M return: 0.47% (bottom quartile). Point 7 Sharpe: 3.01 (top quartile). Sharpe: 2.92 (bottom quartile). Sharpe: 2.81 (bottom quartile). Sharpe: 2.97 (lower mid). Sharpe: 2.98 (upper mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.43 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.37% (lower mid). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.38% (upper mid). Yield to maturity (debt): 6.36% (bottom quartile). Yield to maturity (debt): 6.41% (top quartile). Point 10 Modified duration: 0.12 yrs (lower mid). Modified duration: 0.11 yrs (upper mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.10 yrs (top quartile). Modified duration: 0.12 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 Bandhan Banking & PSU Debt Fund Growth ₹26.2957
↓ -0.01 ₹12,109 0.6 2.8 5 6.8 7.1 7.1% 2Y 3M 29D 3Y 5M 1D ICICI Prudential Banking and PSU Debt Fund Growth ₹34.7904
↓ -0.06 ₹8,667 0.1 2.2 4.3 6.7 7.6 7.63% 2Y 10M 10D 4Y 11M 16D Nippon India Banking & PSU Debt Fund Growth ₹21.9301
↓ -0.04 ₹5,150 0 2.2 3.8 6.6 7.3 7.41% 2Y 11M 5D 3Y 7M 20D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹387.109
↓ -0.51 ₹8,682 0.1 2 3.7 6.5 7.3 7.28% 2Y 11M 1D 4Y 2M 19D HDFC Banking and PSU Debt Fund Growth ₹24.2894
↓ -0.04 ₹5,186 -0.1 2.1 3.7 6.5 7.5 7.56% 2Y 10M 20D 3Y 10M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Banking & PSU Debt Fund ICICI Prudential 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 (₹12,109 Cr). Lower mid AUM (₹8,667 Cr). Bottom quartile AUM (₹5,150 Cr). Upper mid AUM (₹8,682 Cr). Bottom quartile AUM (₹5,186 Cr). Point 2 Established history (13+ yrs). Established history (16+ yrs). Established history (11+ yrs). Oldest track record among peers (18 yrs). Established history (12+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Not Rated. Rating: 4★ (lower mid). Top rated. Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 5.05% (top quartile). 1Y return: 4.31% (upper mid). 1Y return: 3.80% (lower mid). 1Y return: 3.67% (bottom quartile). 1Y return: 3.70% (bottom quartile). Point 6 1M return: 0.07% (top quartile). 1M return: -0.27% (bottom quartile). 1M return: -0.22% (upper mid). 1M return: -0.25% (lower mid). 1M return: -0.38% (bottom quartile). Point 7 Sharpe: 0.08 (top quartile). Sharpe: -0.01 (upper mid). Sharpe: -0.24 (bottom quartile). Sharpe: -0.30 (bottom quartile). Sharpe: -0.22 (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): 7.10% (bottom quartile). Yield to maturity (debt): 7.63% (top quartile). Yield to maturity (debt): 7.41% (lower mid). Yield to maturity (debt): 7.28% (bottom quartile). Yield to maturity (debt): 7.56% (upper mid). Point 10 Modified duration: 2.33 yrs (top quartile). Modified duration: 2.86 yrs (upper mid). Modified duration: 2.93 yrs (bottom quartile). Modified duration: 2.92 yrs (bottom quartile). Modified duration: 2.89 yrs (lower mid). Bandhan Banking & PSU Debt Fund
ICICI Prudential 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹55.2029
↓ -0.07 ₹310 0.7 8.8 9.7 15.7 21 8.21% 2Y 2M 26D 2Y 4M 28D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.4319
↓ -0.03 ₹1,600 1 3.4 10.8 12.1 13.4 8.03% 1Y 11M 16D 2Y 7M 17D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% ICICI Prudential Regular Savings Fund Growth ₹34.8126
↓ -0.04 ₹6,333 0.9 3.1 6.5 8.2 9.5 8.53% 1Y 9M 25D 2Y 8M 5D Invesco India Credit Risk Fund Growth ₹2,076.47
↓ -2.61 ₹167 0.1 3.6 6 8.1 9.2 7.5% 3Y 7D 4Y 2M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 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 ICICI Prudential Regular Savings Fund Invesco India Credit Risk Fund Point 1 Lower mid AUM (₹310 Cr). Upper mid AUM (₹1,600 Cr). Bottom quartile AUM (₹104 Cr). Highest AUM (₹6,333 Cr). Bottom quartile AUM (₹167 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (12+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 9.72% (upper mid). 1Y return: 10.77% (top quartile). 1Y return: 7.45% (lower mid). 1Y return: 6.53% (bottom quartile). 1Y return: 6.01% (bottom quartile). Point 6 1M return: -0.04% (lower mid). 1M return: 0.03% (upper mid). 1M return: 0.91% (top quartile). 1M return: -0.13% (bottom quartile). 1M return: -0.35% (bottom quartile). Point 7 Sharpe: 0.80 (lower mid). Sharpe: 1.89 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 1.52 (upper mid). Sharpe: 0.75 (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): 8.21% (upper mid). Yield to maturity (debt): 8.03% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.53% (top quartile). Yield to maturity (debt): 7.50% (bottom quartile). Point 10 Modified duration: 2.24 yrs (bottom quartile). Modified duration: 1.96 yrs (lower mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.82 yrs (upper mid). Modified duration: 3.02 yrs (bottom quartile). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
ICICI Prudential Regular Savings Fund
Invesco India Credit Risk 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 BNP Paribas Corporate Bond Fund Growth ₹29.4668
↓ -0.02 ₹275 0.7 2.9 4.9 7.4 8.3 7.25% 2Y 7D 2Y 8M 5D Franklin India Corporate Debt Fund Growth ₹106.826
↓ -0.09 ₹1,333 1 2.7 5.1 7.4 9.1 7.48% 1Y 7M 17D 3Y 2M 16D Nippon India Prime Debt Fund Growth ₹63.6857
↓ -0.10 ₹9,051 0.2 2.3 4.1 7 7.8 7.5% 2Y 9M 4D 3Y 3M 7D ICICI Prudential Corporate Bond Fund Growth ₹31.82
↓ -0.07 ₹29,688 0 2.2 4.5 7 8 7.69% 3Y 1M 13D 5Y 4M 28D Kotak Corporate Bond Fund Standard Growth ₹4,002.85
↓ -6.14 ₹15,095 0.1 2.2 3.9 6.9 7.8 7.55% 3Y 1M 6D 5Y 5M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BNP Paribas Corporate Bond Fund Franklin India Corporate Debt Fund Nippon India Prime Debt Fund ICICI Prudential Corporate Bond Fund Kotak Corporate Bond Fund Standard Point 1 Bottom quartile AUM (₹275 Cr). Bottom quartile AUM (₹1,333 Cr). Lower mid AUM (₹9,051 Cr). Highest AUM (₹29,688 Cr). Upper mid AUM (₹15,095 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (26+ yrs). Established history (17+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 2★ (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: 4.88% (upper mid). 1Y return: 5.06% (top quartile). 1Y return: 4.08% (bottom quartile). 1Y return: 4.50% (lower mid). 1Y return: 3.93% (bottom quartile). Point 6 1M return: -0.05% (upper mid). 1M return: 0.02% (top quartile). 1M return: -0.20% (bottom quartile). 1M return: -0.42% (bottom quartile). 1M return: -0.20% (lower mid). Point 7 Sharpe: 0.21 (upper mid). Sharpe: 0.25 (top quartile). Sharpe: -0.12 (bottom quartile). Sharpe: 0.19 (lower 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): 7.25% (bottom quartile). Yield to maturity (debt): 7.48% (bottom quartile). Yield to maturity (debt): 7.50% (lower mid). Yield to maturity (debt): 7.69% (top quartile). Yield to maturity (debt): 7.55% (upper mid). Point 10 Modified duration: 2.02 yrs (upper mid). Modified duration: 1.63 yrs (top quartile). Modified duration: 2.76 yrs (lower mid). Modified duration: 3.12 yrs (bottom quartile). Modified duration: 3.10 yrs (bottom quartile). BNP Paribas Corporate Bond Fund
Franklin India Corporate Debt Fund
Nippon India Prime Debt Fund
ICICI Prudential Corporate Bond 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 ₹37.5231
↓ -0.01 ₹1,850 -0.9 3.8 6.6 7.6 3.7 7.54% 11Y 4M 24D 28Y 4M 6D Axis Gilt Fund Growth ₹26.3596
↓ -0.08 ₹341 -1.9 1.7 2 6.6 5.2 7.25% 8Y 11M 23D 22Y 7M 20D UTI Gilt Fund Growth ₹64.8421
↓ -0.44 ₹420 -1.5 0.2 2.9 6.1 5.1 6.15% 3Y 6Y 10M 20D SBI Magnum Gilt Fund Growth ₹68.0667
↓ -0.08 ₹8,215 -0.6 2.1 2.4 6 4.5 7.38% 6Y 1M 17D 22Y 1M 6D DSP Government Securities Fund Growth ₹97.415
↓ -0.52 ₹1,213 -2.3 1.8 0.5 6 4.5 7.54% 11Y 2M 26D 29Y 11M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,850 Cr). Bottom quartile AUM (₹341 Cr). Bottom quartile AUM (₹420 Cr). Highest AUM (₹8,215 Cr). Lower mid AUM (₹1,213 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.58% (top quartile). 1Y return: 2.05% (bottom quartile). 1Y return: 2.95% (upper mid). 1Y return: 2.36% (lower mid). 1Y return: 0.47% (bottom quartile). Point 6 1M return: 0.22% (top quartile). 1M return: -0.76% (lower mid). 1M return: -1.07% (bottom quartile). 1M return: -0.28% (upper mid). 1M return: -1.11% (bottom quartile). Point 7 Sharpe: 0.66 (top quartile). Sharpe: 0.01 (lower mid). Sharpe: 0.26 (upper mid). Sharpe: -0.20 (bottom quartile). Sharpe: -0.13 (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): 7.54% (top quartile). Yield to maturity (debt): 7.25% (bottom quartile). Yield to maturity (debt): 6.15% (bottom quartile). Yield to maturity (debt): 7.38% (lower mid). Yield to maturity (debt): 7.54% (upper mid). Point 10 Modified duration: 11.40 yrs (bottom quartile). Modified duration: 8.98 yrs (lower mid). Modified duration: 3.00 yrs (top quartile). Modified duration: 6.13 yrs (upper mid). Modified duration: 11.24 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
UTI Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities 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 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.72
↑ 0.18 ₹2,051 2 11.4 11.9 14.9 12.6 -0.9 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 SBI Multi Asset Allocation Fund Growth ₹65.0129
↑ 0.40 ₹20,935 -2.1 0.3 4.4 13.4 11.7 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund SBI Multi Asset Allocation Fund Point 1 Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹2,051 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹20,935 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Not Rated. Rating: 3★ (upper mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 14.20% (top quartile). 5Y return: 12.56% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 11.67% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.86% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 13.39% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 11.95% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 4.38% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: -1.43% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -2.90% (bottom quartile). Point 9 Alpha: 5.81 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.71 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.80 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
SBI Multi Asset Allocation Fund
ਸਿਖਰ ਦੇ 5 ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.72
↑ 0.18 ₹2,051 2 11.4 11.9 14.9 12.6 -0.9 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Bandhan Hybrid Equity Fund Growth ₹26.936
↓ -0.05 ₹2,410 -2.7 2.9 1.5 11.8 8.9 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹2,051 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹2,410 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Not Rated. Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.20% (top quartile). 5Y return: 12.56% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 8.91% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.86% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 11.78% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 11.95% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 1.53% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: -1.43% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -3.14% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 6.08 (upper mid). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.71 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.40 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
Bandhan Hybrid Equity Fund
ਚੋਟੀ ਦੇ 5 ਕੰਜ਼ਰਵੇਟਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.72
↑ 0.18 ₹2,051 2 11.4 11.9 14.9 12.6 -0.9 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 SBI Multi Asset Allocation Fund Growth ₹65.0129
↑ 0.40 ₹20,935 -2.1 0.3 4.4 13.4 11.7 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund SBI Multi Asset Allocation Fund Point 1 Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹2,051 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹20,935 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Not Rated. Rating: 3★ (upper mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 14.20% (top quartile). 5Y return: 12.56% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 11.67% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.86% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 13.39% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 11.95% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 4.38% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: -1.43% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -2.90% (bottom quartile). Point 9 Alpha: 5.81 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.71 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.80 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
SBI Multi Asset Allocation Fund
ਚੋਟੀ ਦੇ 5 ਆਰਬਿਟਰੇਜ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Kotak Equity Arbitrage Fund Growth ₹40.3843
↑ 0.06 ₹75,712 1.5 3 6.3 6.8 6.4 6.4 UTI Arbitrage Fund Growth ₹37.763
↑ 0.05 ₹11,132 1.5 3 6.2 6.8 6.2 6.5 Invesco India Arbitrage Fund Growth ₹34.4129
↑ 0.05 ₹30,618 1.5 3 6.3 6.8 6.4 6.5 SBI Arbitrage Opportunities Fund Growth ₹36.4416
↑ 0.07 ₹47,283 1.5 3 6.2 6.8 6.3 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹36.9788
↑ 0.06 ₹34,850 1.5 3 6.3 6.8 6.2 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund UTI Arbitrage Fund Invesco India Arbitrage Fund SBI Arbitrage Opportunities Fund ICICI Prudential Equity Arbitrage Fund Point 1 Highest AUM (₹75,712 Cr). Bottom quartile AUM (₹11,132 Cr). Bottom quartile AUM (₹30,618 Cr). Upper mid AUM (₹47,283 Cr). Lower mid AUM (₹34,850 Cr). Point 2 Oldest track record among peers (21 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: 2★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 6.36% (upper mid). 5Y return: 6.19% (bottom quartile). 5Y return: 6.42% (top quartile). 5Y return: 6.32% (lower mid). 5Y return: 6.20% (bottom quartile). Point 6 3Y return: 6.84% (top quartile). 3Y return: 6.80% (upper mid). 3Y return: 6.77% (lower mid). 3Y return: 6.76% (bottom quartile). 3Y return: 6.75% (bottom quartile). Point 7 1Y return: 6.25% (lower mid). 1Y return: 6.21% (bottom quartile). 1Y return: 6.31% (top quartile). 1Y return: 6.22% (bottom quartile). 1Y return: 6.27% (upper mid). Point 8 1M return: 0.61% (bottom quartile). 1M return: 0.61% (bottom quartile). 1M return: 0.65% (upper mid). 1M return: 0.67% (top quartile). 1M return: 0.63% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.69 (upper mid). Sharpe: 0.60 (lower mid). Sharpe: 0.80 (top quartile). Sharpe: 0.48 (bottom quartile). Sharpe: 0.43 (bottom quartile). Kotak Equity Arbitrage Fund
UTI Arbitrage Fund
Invesco India Arbitrage Fund
SBI Arbitrage Opportunities Fund
ICICI Prudential Equity Arbitrage Fund
ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Franklin India Multi - Asset Solution Fund Growth ₹22.5002
↓ 0.00 ₹143 1.2 2.9 5.6 12.6 9.9 14.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹109.72
↓ -0.21 ₹10,125 -2.3 1.7 2.3 9.5 8.2 10.1 ICICI Prudential Balanced Advantage Fund Growth ₹75.63
↓ -0.12 ₹75,399 -3.1 -0.6 -0.2 9.2 9 12.2 Axis Dynamic Equity Fund Growth ₹20.75
↓ -0.05 ₹3,859 -3.7 -1 -1.7 9.1 7.5 7 Edelweiss Balanced Advantage Fund Growth ₹51.58
↑ 0.01 ₹13,445 -2 0.4 0.3 8.5 7.2 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund Aditya Birla Sun Life Balanced Advantage Fund ICICI Prudential Balanced Advantage Fund Axis Dynamic Equity Fund Edelweiss Balanced Advantage Fund Point 1 Bottom quartile AUM (₹143 Cr). Lower mid AUM (₹10,125 Cr). Highest AUM (₹75,399 Cr). Bottom quartile AUM (₹3,859 Cr). Upper mid AUM (₹13,445 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (26 yrs). Established history (19+ yrs). Established history (9+ yrs). Established history (17+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). 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: 9.86% (top quartile). 5Y return: 8.22% (lower mid). 5Y return: 9.00% (upper mid). 5Y return: 7.52% (bottom quartile). 5Y return: 7.24% (bottom quartile). Point 6 3Y return: 12.64% (top quartile). 3Y return: 9.54% (upper mid). 3Y return: 9.24% (lower mid). 3Y return: 9.05% (bottom quartile). 3Y return: 8.47% (bottom quartile). Point 7 1Y return: 5.61% (top quartile). 1Y return: 2.33% (upper mid). 1Y return: -0.16% (bottom quartile). 1Y return: -1.66% (bottom quartile). 1Y return: 0.31% (lower mid). Point 8 1M return: 0.24% (top quartile). 1M return: -2.60% (lower mid). 1M return: -2.99% (bottom quartile). 1M return: -2.35% (upper mid). 1M return: -2.66% (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: 0.56 (top quartile). Sharpe: 0.35 (upper mid). Sharpe: 0.27 (bottom quartile). Sharpe: -0.14 (bottom quartile). Sharpe: 0.28 (lower mid). Franklin India Multi - Asset Solution Fund
Aditya Birla Sun Life Balanced Advantage Fund
ICICI Prudential Balanced Advantage Fund
Axis Dynamic Equity Fund
Edelweiss 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 ₹65.0129
↑ 0.40 ₹20,935 -2.1 0.3 4.4 13.4 11.7 18.6 ICICI Prudential Multi-Asset Fund Growth ₹779.452
↑ 8.58 ₹87,833 -3.5 -1.7 -1.1 12.8 13.5 18.6 UTI Multi Asset Fund Growth ₹75.537
↓ -0.32 ₹7,063 -3.8 -2 -1.4 12.7 11.2 11.1 Axis Triple Advantage Fund Growth ₹43.5248
↓ -0.17 ₹2,611 -2.6 0.3 2.3 11.6 6.8 15.3 Edelweiss Multi Asset Allocation Fund Growth ₹62.63
↓ -0.13 ₹3,998 -3.2 0.1 -2.6 10.1 10.3 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Oct 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 (₹20,935 Cr). Highest AUM (₹87,833 Cr). Lower mid AUM (₹7,063 Cr). Bottom quartile AUM (₹2,611 Cr). Bottom quartile AUM (₹3,998 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (17+ 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: 11.67% (upper mid). 5Y return: 13.51% (top quartile). 5Y return: 11.24% (lower mid). 5Y return: 6.81% (bottom quartile). 5Y return: 10.28% (bottom quartile). Point 6 3Y return: 13.39% (top quartile). 3Y return: 12.79% (upper mid). 3Y return: 12.72% (lower mid). 3Y return: 11.59% (bottom quartile). 3Y return: 10.06% (bottom quartile). Point 7 1Y return: 4.38% (top quartile). 1Y return: -1.15% (lower mid). 1Y return: -1.41% (bottom quartile). 1Y return: 2.35% (upper mid). 1Y return: -2.55% (bottom quartile). Point 8 1M return: -2.90% (top quartile). 1M return: -3.18% (upper mid). 1M return: -3.19% (lower mid). 1M return: -3.29% (bottom quartile). 1M return: -3.26% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.21 (top quartile). Point 10 Sharpe: 0.80 (top quartile). Sharpe: 0.28 (bottom quartile). Sharpe: 0.30 (lower mid). Sharpe: 0.71 (upper mid). Sharpe: 0.05 (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 (%) Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Edelweiss Equity Savings Fund Growth ₹27.1824
↑ 0.00 ₹1,660 0.8 4.4 5.7 9.7 8.1 8 Kotak Equity Savings Fund Growth ₹27.1235
↓ -0.03 ₹10,684 -1 1.6 1 8.3 8.4 7.9 Axis Equity Saver Fund Growth ₹22.71
↓ -0.04 ₹889 -1.3 1.9 1.3 7.3 5.9 5.4 DSP Equity Savings Fund Growth ₹22
↓ 0.00 ₹3,464 -1.7 -0.2 0.1 7.1 6.3 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity Savings Fund Edelweiss Equity Savings Fund Kotak Equity Savings Fund Axis Equity Saver Fund DSP Equity Savings Fund Point 1 Bottom quartile AUM (₹285 Cr). Lower mid AUM (₹1,660 Cr). Highest AUM (₹10,684 Cr). Bottom quartile AUM (₹889 Cr). Upper mid AUM (₹3,464 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (12+ yrs). Established history (11+ yrs). Established history (10+ 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: 8.02% (lower mid). 5Y return: 8.07% (upper mid). 5Y return: 8.38% (top quartile). 5Y return: 5.93% (bottom quartile). 5Y return: 6.29% (bottom quartile). Point 6 3Y return: 9.85% (top quartile). 3Y return: 9.75% (upper mid). 3Y return: 8.31% (lower mid). 3Y return: 7.31% (bottom quartile). 3Y return: 7.12% (bottom quartile). Point 7 1Y return: 6.88% (top quartile). 1Y return: 5.66% (upper mid). 1Y return: 1.05% (bottom quartile). 1Y return: 1.34% (lower mid). 1Y return: 0.11% (bottom quartile). Point 8 1M return: 0.34% (top quartile). 1M return: -0.81% (lower mid). 1M return: -1.21% (bottom quartile). 1M return: -1.82% (bottom quartile). 1M return: -0.42% (upper mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.00 (lower mid). Sharpe: 0.49 (top quartile). Sharpe: 0.04 (upper mid). Sharpe: -0.03 (bottom quartile). Sharpe: -0.85 (bottom quartile). Tata Equity Savings Fund
Edelweiss Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver 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 (%) 2025 (%) ICICI Prudential Child Care Plan (Gift) Growth ₹312.24
↑ 0.15 ₹1,436 -5.4 -1.7 -5.3 10.4 10 8.3 SBI Magnum Children's Benefit Plan Growth ₹119.412
↑ 0.00 ₹149 0.9 6.6 8.7 10.7 9.9 3.2 HDFC Retirement Savings Fund - Equity Plan Growth ₹46.283
↓ -0.08 ₹6,998 -5.3 -3.8 -9.2 6.9 9.3 5.2 Tata Retirement Savings Fund-Moderate Growth ₹64.8006
↑ 0.07 ₹2,251 -4.2 4.8 0.4 9.3 7.6 1 Tata Retirement Savings Fund - Progressive Growth ₹65.3312
↑ 0.12 ₹2,255 -4.8 5.5 0.2 9.7 7.5 -1.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Child Care Plan (Gift) SBI Magnum Children's Benefit Plan HDFC Retirement Savings Fund - Equity Plan Tata Retirement Savings Fund-Moderate Tata Retirement Savings Fund - Progressive Point 1 Bottom quartile AUM (₹1,436 Cr). Bottom quartile AUM (₹149 Cr). Highest AUM (₹6,998 Cr). Lower mid AUM (₹2,251 Cr). Upper mid AUM (₹2,255 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (24+ yrs). Established history (10+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Not 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: 10.00% (top quartile). 5Y return: 9.87% (upper mid). 5Y return: 9.30% (lower mid). 5Y return: 7.60% (bottom quartile). 5Y return: 7.52% (bottom quartile). Point 6 3Y return: 10.39% (upper mid). 3Y return: 10.74% (top quartile). 3Y return: 6.91% (bottom quartile). 3Y return: 9.29% (bottom quartile). 3Y return: 9.72% (lower mid). Point 7 1Y return: -5.32% (bottom quartile). 1Y return: 8.75% (top quartile). 1Y return: -9.25% (bottom quartile). 1Y return: 0.35% (upper mid). 1Y return: 0.20% (lower mid). Point 8 1M return: -3.47% (lower mid). 1M return: -0.51% (top quartile). 1M return: -3.06% (upper mid). 1M return: -4.93% (bottom quartile). 1M return: -5.45% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -6.38 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 5.12 (top quartile). Point 10 Sharpe: -0.13 (bottom quartile). Sharpe: 0.73 (top quartile). Sharpe: -0.35 (bottom quartile). Sharpe: 0.33 (lower mid). Sharpe: 0.34 (upper mid). ICICI Prudential Child Care Plan (Gift)
SBI Magnum Children's Benefit Plan
HDFC Retirement Savings Fund - Equity Plan
Tata Retirement Savings Fund-Moderate
Tata Retirement Savings Fund - Progressive
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 ₹42.696
↓ -0.51 ₹17,647 2.6 -1.9 20.3 34.6 24.1 71.5 Aditya Birla Sun Life Gold Fund Growth ₹42.4229
↓ -0.38 ₹1,843 2.7 -1.9 20.5 34.6 23.9 72 ICICI Prudential Regular Gold Savings Fund Growth ₹45.0962
↓ -0.62 ₹7,149 2.5 -2.1 20.2 34.5 24.1 72 Nippon India Gold Savings Fund Growth ₹55.7346
↓ -0.70 ₹7,602 2.6 -1.9 20 34.4 23.9 71.2 HDFC Gold Fund Growth ₹43.5408
↓ -0.49 ₹12,359 2.6 -1.9 20 34.4 24 71.3 IDBI Gold Fund Growth ₹37.8514
↓ -0.23 ₹858 2.6 -1.6 20.6 34.3 24.1 79 Kotak Gold Fund Growth ₹56.0102
↓ -0.68 ₹7,195 2.6 -1.9 20.4 34.3 23.7 70.4 Axis Gold Fund Growth ₹42.2838
↓ -0.61 ₹3,191 2.3 -2.1 20 34.1 23.9 69.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Oct 26 Research Highlights & Commentary of 8 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund HDFC Gold Fund IDBI Gold Fund Kotak Gold Fund Axis Gold Fund Point 1 Highest AUM (₹17,647 Cr). Bottom quartile AUM (₹1,843 Cr). Lower mid AUM (₹7,149 Cr). Upper mid AUM (₹7,602 Cr). Top quartile AUM (₹12,359 Cr). Bottom quartile AUM (₹858 Cr). Upper mid AUM (₹7,195 Cr). Lower mid AUM (₹3,191 Cr). Point 2 Oldest track record among peers (15 yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (top quartile). Top rated. Rating: 1★ (upper mid). Rating: 2★ (upper mid). Rating: 1★ (lower mid). Not Rated. 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: 24.10% (top quartile). 5Y return: 23.94% (lower mid). 5Y return: 24.05% (upper mid). 5Y return: 23.86% (bottom quartile). 5Y return: 23.96% (upper mid). 5Y return: 24.09% (top quartile). 5Y return: 23.74% (bottom quartile). 5Y return: 23.94% (lower mid). Point 6 3Y return: 34.62% (top quartile). 3Y return: 34.58% (top quartile). 3Y return: 34.50% (upper mid). 3Y return: 34.42% (upper mid). 3Y return: 34.39% (lower mid). 3Y return: 34.34% (lower mid). 3Y return: 34.31% (bottom quartile). 3Y return: 34.11% (bottom quartile). Point 7 1Y return: 20.32% (upper mid). 1Y return: 20.45% (top quartile). 1Y return: 20.18% (lower mid). 1Y return: 20.03% (lower mid). 1Y return: 20.01% (bottom quartile). 1Y return: 20.59% (top quartile). 1Y return: 20.37% (upper mid). 1Y return: 19.96% (bottom quartile). Point 8 1M return: -3.09% (upper mid). 1M return: -3.06% (upper mid). 1M return: -3.14% (bottom quartile). 1M return: -3.12% (lower mid). 1M return: -3.10% (lower mid). 1M return: -2.84% (top quartile). 1M return: -2.95% (top quartile). 1M return: -3.16% (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: 1.38 (upper mid). Sharpe: 1.28 (bottom quartile). Sharpe: 1.30 (lower mid). Sharpe: 1.27 (bottom quartile). Sharpe: 1.38 (upper mid). Sharpe: 1.32 (lower mid). Sharpe: 1.46 (top quartile). Sharpe: 1.42 (top quartile). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
Nippon India Gold Savings Fund
HDFC Gold Fund
IDBI 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 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 The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Research Highlights for Franklin India Feeder - Franklin U S Opportunities Fund Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on
agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors. Research Highlights for PGIM India Global Agribusiness Offshore Fund Below is the key information for PGIM India Global Agribusiness Offshore Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage 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
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 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. Franklin India Feeder - Franklin U S Opportunities Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (09 Oct 26) ₹96.4117 ↑ 0.66 (0.69 %) Net Assets (Cr) ₹5,955 on 31 Aug 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 0.58 Information Ratio -1.35 Alpha Ratio -3.26 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹7,098 30 Sep 23 ₹8,672 30 Sep 24 ₹12,248 30 Sep 25 ₹14,266 30 Sep 26 ₹16,435 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 6.5% 3 Month 3.7% 6 Month 20.1% 1 Year 18% 3 Year 23.9% 5 Year 10.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.4% 2024 27.1% 2023 37.9% 2022 -30.3% 2021 17.9% 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -0.8% Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.87 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Technology 44.61% Industrials 11.04% Communication Services 10.62% Consumer Cyclical 9.17% Health Care 8.55% Financial Services 1.81% Basic Materials 1.44% Utility 1% Consumer Defensive 0.64% Asset Allocation
Asset Class Value Cash 5.67% Equity 91.06% Other 3.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -96% ₹5,720 Cr 5,402,573
↑ 17,426 Call, Cash & Other Assets
CBLO | -4% ₹234 Cr 4. PGIM India Global Agribusiness Offshore Fund
PGIM India Global Agribusiness Offshore Fund
Growth Launch Date 14 May 10 NAV (09 Oct 26) ₹50.9 ↑ 0.43 (0.85 %) Net Assets (Cr) ₹1,644 on 31 Aug 26 Category Others - Fund of Fund AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.57 Sharpe Ratio 0.16 Information Ratio -0.93 Alpha Ratio -30.66 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 Sep 21 ₹10,000 30 Sep 22 ₹6,591 30 Sep 23 ₹8,306 30 Sep 24 ₹11,604 30 Sep 25 ₹13,059 30 Sep 26 ₹13,551 Returns for PGIM India Global Agribusiness Offshore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 5.8% 3 Month -3.6% 6 Month 12.4% 1 Year 5.3% 3 Year 17.7% 5 Year 6.5% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.9% 2024 24% 2023 39.5% 2022 -33.8% 2021 7% 2020 72.4% 2019 30.9% 2018 0.3% 2017 11.9% 2016 0.8% Fund Manager information for PGIM India Global Agribusiness Offshore Fund
Name Since Tenure Anandha Padmanabhan Anjeneyan 15 Feb 25 1.54 Yr. Vivek Sharma 15 Feb 25 1.54 Yr. Data below for PGIM India Global Agribusiness Offshore Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 6.79% Equity 93.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -96% ₹1,585 Cr 511,394 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -4% ₹62 Cr Net Receivables / (Payables)
Net Current Assets | -0% -₹3 Cr 5. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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।
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Excellent Very helpful for seclecting top most mutual funds for Investment
Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
very helpful
Want to know about MF