+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 ₹89.2487
↓ -0.95 ₹50,107 -5.3 -1.8 11.3 17.6 16.4 9.2 ICICI Prudential Bluechip Fund Growth ₹108.85
↓ -1.20 ₹76,646 -6.3 -1 10.8 16.7 14.6 11.3 DSP TOP 100 Equity Growth ₹459.769
↓ -5.48 ₹7,163 -6.1 -1.2 7 16.3 12.5 8.4 Bandhan Large Cap Fund Growth ₹75.844
↓ -0.85 ₹1,980 -5.7 -1 11.8 16.1 12.5 8.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund DSP TOP 100 Equity Bandhan Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹50,107 Cr). Highest AUM (₹76,646 Cr). Lower mid AUM (₹7,163 Cr). Bottom quartile AUM (₹1,980 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (lower mid). 5Y return: 16.42% (top quartile). 5Y return: 14.65% (upper mid). 5Y return: 12.50% (bottom quartile). 5Y return: 12.48% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 17.62% (upper mid). 3Y return: 16.73% (lower mid). 3Y return: 16.34% (bottom quartile). 3Y return: 16.14% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 11.30% (lower mid). 1Y return: 10.77% (bottom quartile). 1Y return: 6.97% (bottom quartile). 1Y return: 11.83% (upper mid). Point 8 Alpha: 2.11 (top quartile). Alpha: 0.30 (bottom quartile). Alpha: 0.35 (lower mid). Alpha: -1.18 (bottom quartile). Alpha: 0.90 (upper mid). Point 9 Sharpe: 1.09 (top quartile). Sharpe: 0.30 (lower mid). Sharpe: 0.30 (bottom quartile). Sharpe: 0.17 (bottom quartile). Sharpe: 0.35 (upper mid). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.22 (top quartile). Information ratio: 1.01 (upper mid). Information ratio: 0.64 (bottom quartile). Information ratio: 0.69 (lower mid). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
Bandhan Large Cap Fund
ਚੋਟੀ ਦੇ 5 ਮਿਡ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹86.5888
↓ -0.77 ₹34,432 -15.6 -16.8 -4.2 19.4 20.9 -12.1 Edelweiss Mid Cap Fund Growth ₹100.672
↓ -0.49 ₹13,802 -3.2 0.5 17.7 24.7 20.3 3.8 Invesco India Mid Cap Fund Growth ₹172.23
↓ -1.82 ₹10,058 -6.9 -4.5 18 25.3 19.8 6.3 ICICI Prudential MidCap Fund Growth ₹313.15
↓ -1.61 ₹6,969 1.2 6.4 25.1 24.6 19.3 11.1 Sundaram Mid Cap Fund Growth ₹1,381.45
↓ -8.42 ₹12,917 -3.7 0.2 17.1 23.5 18.4 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund Point 1 Highest AUM (₹34,432 Cr). Upper mid AUM (₹13,802 Cr). Bottom quartile AUM (₹10,058 Cr). Bottom quartile AUM (₹6,969 Cr). Lower mid AUM (₹12,917 Cr). Point 2 Established history (12+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.93% (top quartile). 5Y return: 20.34% (upper mid). 5Y return: 19.76% (lower mid). 5Y return: 19.34% (bottom quartile). 5Y return: 18.45% (bottom quartile). Point 6 3Y return: 19.40% (bottom quartile). 3Y return: 24.70% (upper mid). 3Y return: 25.30% (top quartile). 3Y return: 24.58% (lower mid). 3Y return: 23.47% (bottom quartile). Point 7 1Y return: -4.21% (bottom quartile). 1Y return: 17.71% (lower mid). 1Y return: 18.00% (upper mid). 1Y return: 25.08% (top quartile). 1Y return: 17.07% (bottom quartile). Point 8 Alpha: -12.33 (bottom quartile). Alpha: 1.70 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 5.44 (top quartile). Alpha: 0.78 (lower mid). Point 9 Sharpe: -0.54 (bottom quartile). Sharpe: 0.33 (lower mid). Sharpe: 0.35 (upper mid). Sharpe: 0.53 (top quartile). Sharpe: 0.28 (bottom quartile). Point 10 Information ratio: -0.10 (bottom quartile). Information ratio: 0.49 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.16 (bottom quartile). Information ratio: 0.23 (upper 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 ₹128.818
↓ -0.85 ₹36,941 -7.2 -8.9 8.7 16.4 19.2 -0.6 DSP Small Cap Fund Growth ₹186.927
↓ -0.94 ₹16,135 -3.9 -4.6 12.7 18.4 18.4 -2.8 Sundaram Small Cap Fund Growth ₹242.234
↓ -0.87 ₹3,285 -6.7 -5.3 11.2 17.5 17.9 0.4 Franklin India Smaller Companies Fund Growth ₹155.885
↓ -0.09 ₹12,764 -5.6 -7.3 5.3 16.7 17.8 -8.4 IDBI Small Cap Fund Growth ₹27.7441
↑ 0.12 ₹587 -4.3 -8.4 3.5 15.4 17.8 -13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Small Cap Fund DSP Small Cap Fund Sundaram Small Cap Fund Franklin India Smaller Companies Fund IDBI Small Cap Fund Point 1 Highest AUM (₹36,941 Cr). Upper mid AUM (₹16,135 Cr). Bottom quartile AUM (₹3,285 Cr). Lower mid AUM (₹12,764 Cr). Bottom quartile AUM (₹587 Cr). Point 2 Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (8+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). 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: 19.22% (top quartile). 5Y return: 18.42% (upper mid). 5Y return: 17.87% (lower mid). 5Y return: 17.85% (bottom quartile). 5Y return: 17.76% (bottom quartile). Point 6 3Y return: 16.41% (bottom quartile). 3Y return: 18.37% (top quartile). 3Y return: 17.51% (upper mid). 3Y return: 16.68% (lower mid). 3Y return: 15.45% (bottom quartile). Point 7 1Y return: 8.68% (lower mid). 1Y return: 12.71% (top quartile). 1Y return: 11.25% (upper mid). 1Y return: 5.35% (bottom quartile). 1Y return: 3.45% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 3.29 (top quartile). Alpha: -4.41 (bottom quartile). Alpha: -9.15 (bottom quartile). Point 9 Sharpe: 0.05 (top quartile). Sharpe: -0.02 (lower mid). Sharpe: 0.01 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.56 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.17 (lower mid). Information ratio: -0.19 (bottom quartile). Information ratio: -0.62 (bottom quartile). HDFC Small Cap Fund
DSP Small Cap Fund
Sundaram Small Cap Fund
Franklin India Smaller Companies Fund
IDBI Small Cap Fund
ਸਿਖਰ ਦੇ 5 ਵਿਵਿਧ/ਮਲਟੀ-ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 10.2 13.2 13.5 22.7 12 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹33.31
↑ 0.06 ₹1,051 0.7 3.2 17.9 20.8 14.5 3.5 Nippon India Multi Cap Fund Growth ₹288.449
↓ -2.03 ₹48,809 -4.3 -3.8 11.5 20.4 19.7 4.1 HDFC Equity Fund Growth ₹1,987.19
↓ -26.14 ₹97,452 -4.6 -0.4 12.5 20.3 19.3 11.4 Mahindra Badhat Yojana Growth ₹34.8417
↓ -0.29 ₹6,046 -3.1 0.3 14.8 19.6 17.5 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 Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana Point 1 Bottom quartile AUM (₹382 Cr). Bottom quartile AUM (₹1,051 Cr). Upper mid AUM (₹48,809 Cr). Highest AUM (₹97,452 Cr). Lower mid AUM (₹6,046 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Rating: 2★ (lower 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: 14.48% (bottom quartile). 5Y return: 19.71% (top quartile). 5Y return: 19.27% (upper mid). 5Y return: 17.51% (lower mid). Point 6 3Y return: 22.73% (top quartile). 3Y return: 20.81% (upper mid). 3Y return: 20.36% (lower mid). 3Y return: 20.35% (bottom quartile). 3Y return: 19.57% (bottom quartile). Point 7 1Y return: 13.54% (lower mid). 1Y return: 17.91% (top quartile). 1Y return: 11.48% (bottom quartile). 1Y return: 12.47% (bottom quartile). 1Y return: 14.82% (upper mid). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -0.46 (bottom quartile). Alpha: 4.79 (top quartile). Alpha: 2.62 (upper mid). Point 9 Sharpe: 1.01 (top quartile). Sharpe: 0.12 (bottom quartile). Sharpe: 0.09 (bottom quartile). Sharpe: 0.67 (upper mid). Sharpe: 0.29 (lower mid). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.49 (upper mid). Information ratio: 1.25 (top quartile). Information ratio: 0.45 (lower mid). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Nippon India Multi Cap Fund
HDFC Equity 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 (%) 2024 (%) SBI Magnum Tax Gain Fund Growth ₹429.332
↓ -3.98 ₹31,862 -4.5 -0.6 8.1 21.9 18.3 6.6 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Motilal Oswal Long Term Equity Fund Growth ₹47.6571
↓ -0.22 ₹4,188 -5.3 -6.1 11.3 20.6 16.3 -9.1 HDFC Tax Saver Fund Growth ₹1,374.16
↓ -17.92 ₹16,749 -6.3 -2.7 10 19.3 18.3 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Magnum Tax Gain Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund Motilal Oswal Long Term Equity Fund HDFC Tax Saver Fund Point 1 Highest AUM (₹31,862 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹1,318 Cr). Lower mid AUM (₹4,188 Cr). Upper mid AUM (₹16,749 Cr). Point 2 Established history (18+ yrs). Established history (12+ yrs). Established history (25+ yrs). Established history (11+ yrs). Oldest track record among peers (29 yrs). Point 3 Rating: 2★ (lower mid). Top rated. Rating: 3★ (upper mid). Not Rated. 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: 18.29% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (lower mid). 5Y return: 16.31% (bottom quartile). 5Y return: 18.29% (upper mid). Point 6 3Y return: 21.89% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (lower mid). 3Y return: 20.56% (bottom quartile). 3Y return: 19.25% (bottom quartile). Point 7 1Y return: 8.08% (bottom quartile). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 11.29% (lower mid). 1Y return: 10.01% (bottom quartile). Point 8 Alpha: -0.63 (bottom quartile). Alpha: 1.78 (upper mid). Alpha: 1.75 (lower mid). Alpha: -5.20 (bottom quartile). Alpha: 2.37 (top quartile). Point 9 Sharpe: 0.13 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (top quartile). Sharpe: -0.04 (bottom quartile). Sharpe: 0.41 (lower mid). Point 10 Information ratio: 1.85 (top quartile). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.49 (lower mid). Information ratio: 1.20 (upper mid). SBI Magnum Tax Gain Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
Motilal Oswal Long Term Equity Fund
HDFC Tax Saver Fund
ਚੋਟੀ ਦੇ 5 ਸੈਕਟਰ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹36.0126
↓ -0.17 ₹5,980 8.2 16.7 28.2 32.2 26.7 11.3 Invesco India PSU Equity Fund Growth ₹67.37
↑ 0.19 ₹1,492 4.1 10.5 26.8 30.2 24.7 10.3 LIC MF Infrastructure Fund Growth ₹49.1602
↑ 0.07 ₹946 1.1 1.4 17.4 27.8 22.5 -3.7 Franklin India Opportunities Fund Growth ₹246.575
↑ 2.51 ₹8,271 -4.7 -3.6 13.5 27.2 19.2 3.1 Franklin Build India Fund Growth ₹143.766
↓ -0.94 ₹3,003 0.8 2.9 17.1 26.2 22.7 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund Invesco India PSU Equity Fund LIC MF Infrastructure Fund Franklin India Opportunities Fund Franklin Build India Fund Point 1 Upper mid AUM (₹5,980 Cr). Bottom quartile AUM (₹1,492 Cr). Bottom quartile AUM (₹946 Cr). Highest AUM (₹8,271 Cr). Lower mid AUM (₹3,003 Cr). Point 2 Established history (15+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (26 yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 26.72% (top quartile). 5Y return: 24.66% (upper mid). 5Y return: 22.54% (bottom quartile). 5Y return: 19.15% (bottom quartile). 5Y return: 22.67% (lower mid). Point 6 3Y return: 32.21% (top quartile). 3Y return: 30.16% (upper mid). 3Y return: 27.77% (lower mid). 3Y return: 27.23% (bottom quartile). 3Y return: 26.21% (bottom quartile). Point 7 1Y return: 28.24% (top quartile). 1Y return: 26.83% (upper mid). 1Y return: 17.45% (lower mid). 1Y return: 13.51% (bottom quartile). 1Y return: 17.13% (bottom quartile). Point 8 Alpha: 0.05 (top quartile). Alpha: -2.70 (bottom quartile). Alpha: -6.08 (bottom quartile). Alpha: -1.01 (lower mid). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.63 (top quartile). Sharpe: 0.53 (upper mid). Sharpe: 0.03 (bottom quartile). Sharpe: 0.12 (bottom quartile). Sharpe: 0.21 (lower mid). Point 10 Information ratio: -0.63 (bottom quartile). Information ratio: -0.50 (bottom quartile). Information ratio: 0.29 (upper mid). Information ratio: 1.66 (top quartile). Information ratio: 0.00 (lower mid). SBI PSU Fund
Invesco India PSU Equity Fund
LIC MF Infrastructure Fund
Franklin India Opportunities Fund
Franklin Build India Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Value Fund Growth ₹220.692
↓ -2.42 ₹8,962 -4.7 -1 9.1 21.1 17.6 4.2 ICICI Prudential Value Discovery Fund Growth ₹472.12
↓ -4.50 ₹60,353 -5.5 1 12.1 19.1 19.3 13.8 Aditya Birla Sun Life Pure Value Fund Growth ₹123.063
↓ -0.90 ₹6,246 -4 2.7 11.1 19 15.4 2.6 HDFC Capital Builder Value Fund Growth ₹734.033
↓ -7.24 ₹7,487 -4.9 0.9 13.8 18.4 15.6 8.6 Tata Equity PE Fund Growth ₹343.041
↓ -3.38 ₹8,819 -5.2 1 10.6 18 15.5 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Value Fund ICICI Prudential Value Discovery Fund Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund Tata Equity PE Fund Point 1 Upper mid AUM (₹8,962 Cr). Highest AUM (₹60,353 Cr). Bottom quartile AUM (₹6,246 Cr). Bottom quartile AUM (₹7,487 Cr). Lower mid AUM (₹8,819 Cr). Point 2 Established history (20+ yrs). Established history (21+ yrs). Established history (17+ yrs). Oldest track record among peers (32 yrs). Established history (21+ yrs). Point 3 Not Rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.61% (upper mid). 5Y return: 19.34% (top quartile). 5Y return: 15.42% (bottom quartile). 5Y return: 15.55% (lower mid). 5Y return: 15.46% (bottom quartile). Point 6 3Y return: 21.08% (top quartile). 3Y return: 19.12% (upper mid). 3Y return: 18.96% (lower mid). 3Y return: 18.43% (bottom quartile). 3Y return: 17.97% (bottom quartile). Point 7 1Y return: 9.12% (bottom quartile). 1Y return: 12.11% (upper mid). 1Y return: 11.11% (lower mid). 1Y return: 13.81% (top quartile). 1Y return: 10.60% (bottom quartile). Point 8 Alpha: -0.62 (bottom quartile). Alpha: 3.44 (top quartile). Alpha: -1.64 (bottom quartile). Alpha: 2.68 (upper mid). Alpha: 0.27 (lower mid). Point 9 Sharpe: 0.15 (bottom quartile). Sharpe: 0.51 (top quartile). Sharpe: 0.10 (bottom quartile). Sharpe: 0.39 (upper mid). Sharpe: 0.22 (lower mid). Point 10 Information ratio: 1.55 (top quartile). Information ratio: 0.80 (bottom quartile). Information ratio: 0.57 (bottom quartile). Information ratio: 1.10 (upper mid). Information ratio: 0.89 (lower mid). Nippon India Value Fund
ICICI Prudential Value Discovery Fund
Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value Fund
Tata Equity PE Fund
ਚੋਟੀ ਦੇ 5 ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹91.13
↓ -1.18 ₹14,935 -6.7 -1.1 15.2 21.2 17.7 15.4 HDFC Focused 30 Fund Growth ₹229.159
↓ -3.38 ₹26,332 -4.5 -1.1 11.5 19.9 20.3 10.9 SBI Focused Equity Fund Growth ₹363.667
↓ -3.54 ₹42,998 -3.7 3.6 18.3 18.7 14 15.7 DSP Focus Fund Growth ₹52.714
↓ -0.66 ₹2,611 -6.8 -0.9 7.3 17.5 12.3 7.3 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund SBI Focused Equity Fund DSP Focus Fund Sundaram Select Focus Fund Point 1 Lower mid AUM (₹14,935 Cr). Upper mid AUM (₹26,332 Cr). Highest AUM (₹42,998 Cr). Bottom quartile AUM (₹2,611 Cr). Bottom quartile AUM (₹1,354 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (15+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 2★ (bottom quartile). 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: 17.74% (upper mid). 5Y return: 20.32% (top quartile). 5Y return: 14.01% (bottom quartile). 5Y return: 12.28% (bottom quartile). 5Y return: 17.29% (lower mid). Point 6 3Y return: 21.22% (top quartile). 3Y return: 19.90% (upper mid). 3Y return: 18.72% (lower mid). 3Y return: 17.48% (bottom quartile). 3Y return: 17.03% (bottom quartile). Point 7 1Y return: 15.19% (lower mid). 1Y return: 11.52% (bottom quartile). 1Y return: 18.27% (upper mid). 1Y return: 7.33% (bottom quartile). 1Y return: 24.49% (top quartile). Point 8 Alpha: 6.91 (top quartile). Alpha: 3.79 (lower mid). Alpha: 5.35 (upper mid). Alpha: 0.58 (bottom quartile). Alpha: -5.62 (bottom quartile). Point 9 Sharpe: 0.70 (upper mid). Sharpe: 0.60 (bottom quartile). Sharpe: 0.62 (lower mid). Sharpe: 0.23 (bottom quartile). Sharpe: 1.85 (top quartile). Point 10 Information ratio: 1.55 (top quartile). Information ratio: 0.98 (upper mid). Information ratio: 0.42 (lower mid). Information ratio: 0.42 (bottom quartile). Information ratio: -0.52 (bottom quartile). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
DSP Focus Fund
Sundaram Select Focus Fund
ਸਰਵੋਤਮ ਕਰਜ਼ਾ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਤਰਲ, ਅਲਟਰਾ ਸ਼ਾਰਟ, ਸ਼ਾਰਟ ਟਰਮ, GILT, ਕ੍ਰੈਡਿਟ ਰਿਸਕ ਅਤੇ ਕਾਰਪੋਰੇਟ ਕਰਜ਼ਾ ਤੋਂਕਰਜ਼ਾ.
ਚੋਟੀ ਦੇ 5 ਅਲਟਰਾ ਸ਼ਾਰਟ ਟਰਮ ਡੈਬਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹571.703
↑ 0.19 ₹22,857 1.3 3 7.2 7.4 7.4 6.81% 5M 19D 6M 11D ICICI Prudential Ultra Short Term Fund Growth ₹28.8406
↑ 0.01 ₹17,808 1.3 2.9 6.9 7.1 7.1 7.31% 5M 5D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,217.67
↑ 1.70 ₹14,032 1.3 2.9 6.7 7.1 7 6.99% 4M 20D 6M 7D Invesco India Ultra Short Term Fund Growth ₹2,801.67
↑ 0.45 ₹1,315 1.3 2.7 6.5 6.9 6.8 7% 4M 7D 4M 15D Kotak Savings Fund Growth ₹44.588
↑ 0.02 ₹16,788 1.3 2.8 6.7 6.9 6.8 7.12% 5M 16D 6M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 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 (₹22,857 Cr). Upper mid AUM (₹17,808 Cr). Bottom quartile AUM (₹14,032 Cr). Bottom quartile AUM (₹1,315 Cr). Lower mid AUM (₹16,788 Cr). Point 2 Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (15+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 7.16% (top quartile). 1Y return: 6.86% (upper mid). 1Y return: 6.72% (lower mid). 1Y return: 6.48% (bottom quartile). 1Y return: 6.67% (bottom quartile). Point 6 1M return: 0.52% (top quartile). 1M return: 0.48% (lower mid). 1M return: 0.46% (bottom quartile). 1M return: 0.45% (bottom quartile). 1M return: 0.50% (upper mid). Point 7 Sharpe: 2.17 (top quartile). Sharpe: 2.06 (lower mid). Sharpe: 2.11 (upper mid). Sharpe: 1.37 (bottom quartile). Sharpe: 1.52 (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): 7.31% (top quartile). Yield to maturity (debt): 6.99% (bottom quartile). Yield to maturity (debt): 7.00% (lower mid). Yield to maturity (debt): 7.12% (upper mid). Point 10 Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Modified duration: 0.39 yrs (upper mid). Modified duration: 0.35 yrs (top quartile). Modified duration: 0.46 yrs (bottom 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 (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% HDFC Short Term Debt Fund Growth ₹33.2913
↑ 0.01 ₹17,289 0.9 2.8 7.5 7.7 7.8 7.39% 2Y 4M 2D 3Y 5M 1D ICICI Prudential Short Term Fund Growth ₹62.6292
↑ 0.01 ₹22,707 1 2.8 7.5 7.7 8 7.51% 2Y 9M 4D 4Y 7M 20D Nippon India Short Term Fund Growth ₹54.9095
↓ -0.01 ₹8,684 0.9 2.8 7.6 7.6 7.9 7.17% 2Y 8M 1D 3Y 2M 26D Axis Short Term Fund Growth ₹32.1566
↓ 0.00 ₹11,709 0.9 2.7 7.6 7.6 8.1 7.39% 2Y 3M 4D 2Y 9M 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 HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Nippon India Short Term Fund Axis Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹17,289 Cr). Highest AUM (₹22,707 Cr). Bottom quartile AUM (₹8,684 Cr). Lower mid AUM (₹11,709 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (23+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 7.46% (bottom quartile). 1Y return: 7.54% (bottom quartile). 1Y return: 7.57% (lower mid). 1Y return: 7.63% (upper mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.61% (lower mid). 1M return: 0.59% (bottom quartile). 1M return: 0.73% (upper mid). 1M return: 0.59% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.79 (lower mid). Sharpe: 1.17 (top quartile). Sharpe: 0.76 (bottom quartile). Sharpe: 0.94 (upper mid). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.39% (upper mid). Yield to maturity (debt): 7.51% (top quartile). Yield to maturity (debt): 7.17% (bottom quartile). Yield to maturity (debt): 7.39% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.34 yrs (lower mid). Modified duration: 2.76 yrs (bottom quartile). Modified duration: 2.67 yrs (bottom quartile). Modified duration: 2.26 yrs (upper mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Nippon India Short Term Fund
Axis 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 ₹3,024.7
↑ 0.52 ₹39,028 0.5 1.5 2.9 6.3 6.6 6.5% 27D 30D Edelweiss Liquid Fund Growth ₹3,473.73
↑ 0.59 ₹10,125 0.4 1.4 2.9 6.3 6.5 6.42% 1M 1D 1M 1D Canara Robeco Liquid Growth ₹3,268.76
↑ 0.56 ₹5,793 0.5 1.4 2.9 6.3 6.5 6.51% 1M 1D 1M 3D UTI Liquid Cash Plan Growth ₹4,455.76
↑ 0.72 ₹31,334 0.4 1.4 2.9 6.3 6.5 6.51% 1M 3D 1M 3D Tata Liquid Fund Growth ₹4,277.56
↑ 0.71 ₹30,626 0.5 1.4 2.9 6.3 6.5 6.08% 1M 28D 1M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Mar 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 (₹39,028 Cr). Bottom quartile AUM (₹10,125 Cr). Bottom quartile AUM (₹5,793 Cr). Upper mid AUM (₹31,334 Cr). Lower mid AUM (₹30,626 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.33% (top quartile). 1Y return: 6.32% (upper mid). 1Y return: 6.30% (bottom quartile). 1Y return: 6.31% (lower mid). 1Y return: 6.31% (bottom quartile). Point 6 1M return: 0.45% (lower mid). 1M return: 0.45% (bottom quartile). 1M return: 0.46% (top quartile). 1M return: 0.45% (bottom quartile). 1M return: 0.45% (upper mid). Point 7 Sharpe: 3.16 (upper mid). Sharpe: 3.25 (top quartile). Sharpe: 2.39 (bottom quartile). Sharpe: 3.00 (lower mid). Sharpe: 2.93 (bottom quartile). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.28 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.50% (lower mid). Yield to maturity (debt): 6.42% (bottom quartile). Yield to maturity (debt): 6.51% (top quartile). Yield to maturity (debt): 6.51% (upper mid). Yield to maturity (debt): 6.08% (bottom quartile). Point 10 Modified duration: 0.07 yrs (top quartile). Modified duration: 0.09 yrs (lower mid). Modified duration: 0.09 yrs (upper mid). Modified duration: 0.09 yrs (bottom quartile). Modified duration: 0.16 yrs (bottom quartile). Axis Liquid Fund
Edelweiss Liquid Fund
Canara Robeco Liquid
UTI Liquid Cash Plan
Tata Liquid Fund
ਚੋਟੀ ਦੇ 5 ਬੈਂਕਿੰਗ ਅਤੇ PSU ਕਰਜ਼ਾ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Kotak Banking and PSU Debt fund Growth ₹67.928
↑ 0.03 ₹5,495 0.8 2.9 7.4 7.5 7.7 7.22% 3Y 1M 10D 4Y 3M 22D ICICI Prudential Banking and PSU Debt Fund Growth ₹33.9689
↓ -0.01 ₹9,583 0.8 2.7 7.1 7.5 7.6 7.32% 3Y 2M 8D 5Y 9M 29D HDFC Banking and PSU Debt Fund Growth ₹23.8083
↑ 0.00 ₹5,620 0.6 2.6 7 7.3 7.5 7.26% 3Y 1M 17D 4Y 5M 1D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹378.867
↓ -0.05 ₹8,979 0.6 2.4 6.8 7.3 7.3 7.02% 3Y 6M 29D 4Y 10M 13D Nippon India Banking & PSU Debt Fund Growth ₹21.4242
↓ 0.00 ₹5,437 0.5 2.3 6.9 7.3 7.3 7% 3Y 6M 18D 4Y 8M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Banking and PSU Debt fund ICICI Prudential Banking and PSU Debt Fund HDFC Banking and PSU Debt Fund Aditya Birla Sun Life Banking & PSU Debt Fund Nippon India Banking & PSU Debt Fund Point 1 Bottom quartile AUM (₹5,495 Cr). Highest AUM (₹9,583 Cr). Lower mid AUM (₹5,620 Cr). Upper mid AUM (₹8,979 Cr). Bottom quartile AUM (₹5,437 Cr). Point 2 Oldest track record among peers (27 yrs). Established history (16+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (10+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (lower mid). Top rated. Rating: 4★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 7.44% (top quartile). 1Y return: 7.13% (upper mid). 1Y return: 7.05% (lower mid). 1Y return: 6.84% (bottom quartile). 1Y return: 6.85% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.53% (bottom quartile). 1M return: 0.55% (lower mid). 1M return: 0.54% (bottom quartile). 1M return: 0.56% (upper mid). Point 7 Sharpe: 0.56 (upper mid). Sharpe: 0.74 (top quartile). Sharpe: 0.36 (lower mid). Sharpe: 0.28 (bottom quartile). Sharpe: 0.26 (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): 7.22% (lower mid). Yield to maturity (debt): 7.32% (top quartile). Yield to maturity (debt): 7.26% (upper mid). Yield to maturity (debt): 7.02% (bottom quartile). Yield to maturity (debt): 7.00% (bottom quartile). Point 10 Modified duration: 3.11 yrs (top quartile). Modified duration: 3.19 yrs (lower mid). Modified duration: 3.13 yrs (upper mid). Modified duration: 3.58 yrs (bottom quartile). Modified duration: 3.55 yrs (bottom quartile). Kotak Banking and PSU Debt fund
ICICI Prudential Banking and PSU Debt Fund
HDFC Banking and PSU Debt Fund
Aditya Birla Sun Life Banking & PSU Debt Fund
Nippon India Banking & PSU Debt Fund
ਚੋਟੀ ਦੇ 5 ਕ੍ਰੈਡਿਟ ਜੋਖਮ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹50.7313
↓ -0.01 ₹217 0 1.4 14 14.4 21 7.67% 2Y 5M 5D 3Y 4M 24D Aditya Birla Sun Life Credit Risk Fund Growth ₹24.361
↓ 0.00 ₹1,138 4.6 7.4 13.2 12 13.4 7.96% 2Y 4M 28D 3Y 2M 23D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,999.97
↓ -0.58 ₹158 0.9 2.6 8.3 9.4 9.2 7.46% 2Y 3M 4D 3Y Nippon India Credit Risk Fund Growth ₹36.8294 ₹1,031 1.6 3.7 8.9 8.5 8.9 8.73% 2Y 25D 2Y 5M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Credit Risk Fund Invesco India Credit Risk Fund Nippon India Credit Risk Fund Point 1 Lower mid AUM (₹217 Cr). Highest AUM (₹1,138 Cr). Bottom quartile AUM (₹104 Cr). Bottom quartile AUM (₹158 Cr). Upper mid AUM (₹1,031 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (10+ yrs). Established history (14+ yrs). Established history (11+ yrs). Established history (20+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (bottom quartile). 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: 14.04% (top quartile). 1Y return: 13.24% (upper mid). 1Y return: 7.45% (bottom quartile). 1Y return: 8.35% (bottom quartile). 1Y return: 8.95% (lower mid). Point 6 1M return: 1.55% (top quartile). 1M return: 0.69% (bottom quartile). 1M return: 0.91% (lower mid). 1M return: 0.61% (bottom quartile). 1M return: 0.94% (upper mid). Point 7 Sharpe: 1.48 (lower mid). Sharpe: 2.38 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 1.11 (bottom quartile). Sharpe: 2.16 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.67% (lower mid). Yield to maturity (debt): 7.96% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.46% (bottom quartile). Yield to maturity (debt): 8.73% (top quartile). Point 10 Modified duration: 2.43 yrs (bottom quartile). Modified duration: 2.41 yrs (bottom quartile). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.26 yrs (lower mid). Modified duration: 2.07 yrs (upper mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India 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 BNP Paribas Corporate Bond Fund Growth ₹28.5469
↓ -0.01 ₹422 0.6 2.6 7.9 7.8 8.3 7.18% 3Y 1M 6D 4Y 29D Franklin India Corporate Debt Fund Growth ₹103.803
↑ 0.03 ₹1,323 1.3 3 8.8 7.8 9.1 7.48% 2Y 5M 26D 5Y 9M 11D Nippon India Prime Debt Fund Growth ₹62.15
↓ -0.02 ₹8,888 0.6 2.5 7.3 7.8 7.8 7.12% 3Y 6M 14D 4Y 9M 4D ICICI Prudential Corporate Bond Fund Growth ₹31.0548
↑ 0.00 ₹33,250 1 2.9 7.5 7.8 8 7.36% 3Y 4M 24D 6Y 4D Kotak Corporate Bond Fund Standard Growth ₹3,915.98
↑ 0.73 ₹17,265 0.7 2.6 7.3 7.7 7.8 7.36% 3Y 1M 28D 4Y 3M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 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 (₹422 Cr). Bottom quartile AUM (₹1,323 Cr). Lower mid AUM (₹8,888 Cr). Highest AUM (₹33,250 Cr). Upper mid AUM (₹17,265 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (28 yrs). Established history (25+ yrs). Established history (16+ yrs). Established history (18+ 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: 7.89% (upper mid). 1Y return: 8.80% (top quartile). 1Y return: 7.31% (bottom quartile). 1Y return: 7.54% (lower mid). 1Y return: 7.34% (bottom quartile). Point 6 1M return: 0.59% (bottom quartile). 1M return: 0.64% (upper mid). 1M return: 0.60% (lower mid). 1M return: 0.65% (top quartile). 1M return: 0.60% (bottom quartile). Point 7 Sharpe: 0.68 (lower mid). Sharpe: 1.25 (top quartile). Sharpe: 0.54 (bottom quartile). Sharpe: 1.04 (upper mid). Sharpe: 0.64 (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): 7.18% (bottom quartile). Yield to maturity (debt): 7.48% (top quartile). Yield to maturity (debt): 7.12% (bottom quartile). Yield to maturity (debt): 7.36% (upper mid). Yield to maturity (debt): 7.36% (lower mid). Point 10 Modified duration: 3.10 yrs (upper mid). Modified duration: 2.49 yrs (top quartile). Modified duration: 3.54 yrs (bottom quartile). Modified duration: 3.40 yrs (bottom quartile). Modified duration: 3.16 yrs (lower mid). 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 (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹105.334
↓ -0.11 ₹9,240 1 1.9 6.1 7.5 6.8 7.38% 8Y 3M 7D 20Y 3M 11D Axis Gilt Fund Growth ₹25.9932
↓ -0.04 ₹637 0.9 1.9 5.1 7.4 5.2 6.75% 6Y 11M 16D 15Y 1M 17D SBI Magnum Gilt Fund Growth ₹67.0453
↑ 0.09 ₹10,552 0.7 1.6 4.7 7.2 4.5 6.45% 5Y 5M 16D 10Y 11M 5D Bandhan Government Securities Fund - Investment Plan Growth ₹35.7221
↑ 0.02 ₹1,999 0.7 2.2 4.3 7.1 3.7 5.76% 1Y 6M 1Y 9M 25D DSP Government Securities Fund Growth ₹96.5655
↓ -0.22 ₹1,271 0.8 0.8 4.2 7 4.5 7.31% 10Y 6M 18D 27Y 1M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund SBI Magnum Gilt Fund Bandhan Government Securities Fund - Investment Plan DSP Government Securities Fund Point 1 Upper mid AUM (₹9,240 Cr). Bottom quartile AUM (₹637 Cr). Highest AUM (₹10,552 Cr). Lower mid AUM (₹1,999 Cr). Bottom quartile AUM (₹1,271 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (25+ yrs). Established history (17+ yrs). Established history (26+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.08% (top quartile). 1Y return: 5.13% (upper mid). 1Y return: 4.75% (lower mid). 1Y return: 4.27% (bottom quartile). 1Y return: 4.17% (bottom quartile). Point 6 1M return: 0.82% (bottom quartile). 1M return: 0.98% (lower mid). 1M return: 0.99% (upper mid). 1M return: 0.63% (bottom quartile). 1M return: 1.09% (top quartile). Point 7 Sharpe: 0.16 (top quartile). Sharpe: -0.28 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.40 (bottom quartile). Sharpe: -0.37 (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): 7.38% (top quartile). Yield to maturity (debt): 6.75% (lower mid). Yield to maturity (debt): 6.45% (bottom quartile). Yield to maturity (debt): 5.76% (bottom quartile). Yield to maturity (debt): 7.31% (upper mid). Point 10 Modified duration: 8.27 yrs (bottom quartile). Modified duration: 6.96 yrs (lower mid). Modified duration: 5.46 yrs (upper mid). Modified duration: 1.50 yrs (top quartile). Modified duration: 10.55 yrs (bottom quartile). ICICI Prudential Gilt Fund
Axis Gilt Fund
SBI Magnum Gilt Fund
Bandhan Government Securities Fund - Investment Plan
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 (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹809.359
↑ 4.21 ₹80,768 -0.6 5.7 16.3 19.2 19.1 18.6 UTI Multi Asset Fund Growth ₹77.8122
↓ -0.59 ₹6,848 -1.9 4.2 14 19.1 14.1 11.1 SBI Multi Asset Allocation Fund Growth ₹66.0147
↓ -0.23 ₹14,944 2.5 10.5 21.9 19 14.7 18.6 ICICI Prudential Equity and Debt Fund Growth ₹398.48
↓ -2.68 ₹49,257 -3.3 0.7 12.5 17.9 18.1 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.45
↓ -0.11 ₹1,329 -0.5 -0.4 11.4 17.8 17 -0.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund SBI Multi Asset Allocation Fund ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Highest AUM (₹80,768 Cr). Bottom quartile AUM (₹6,848 Cr). Lower mid AUM (₹14,944 Cr). Upper mid AUM (₹49,257 Cr). Bottom quartile AUM (₹1,329 Cr). Point 2 Established history (23+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.06% (top quartile). 5Y return: 14.08% (bottom quartile). 5Y return: 14.68% (bottom quartile). 5Y return: 18.06% (upper mid). 5Y return: 17.04% (lower mid). Point 6 3Y return: 19.23% (top quartile). 3Y return: 19.14% (upper mid). 3Y return: 19.00% (lower mid). 3Y return: 17.94% (bottom quartile). 3Y return: 17.78% (bottom quartile). Point 7 1Y return: 16.33% (upper mid). 1Y return: 14.03% (lower mid). 1Y return: 21.92% (top quartile). 1Y return: 12.46% (bottom quartile). 1Y return: 11.43% (bottom quartile). Point 8 1M return: -1.61% (lower mid). 1M return: -2.04% (bottom quartile). 1M return: -0.73% (top quartile). 1M return: -2.69% (bottom quartile). 1M return: -1.50% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 3.54 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.48 (upper mid). Sharpe: 0.76 (lower mid). Sharpe: 2.05 (top quartile). Sharpe: 0.62 (bottom quartile). Sharpe: 0.08 (bottom quartile). ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Equity and Debt 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 (%) ICICI Prudential Equity and Debt Fund Growth ₹398.48
↓ -2.68 ₹49,257 -3.3 0.7 12.5 17.9 18.1 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.45
↓ -0.11 ₹1,329 -0.5 -0.4 11.4 17.8 17 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 JM Equity Hybrid Fund Growth ₹113.533
↓ -0.85 ₹753 -5.8 -5 2.6 15.8 14.1 -3.1 UTI Hybrid Equity Fund Growth ₹401.919
↓ -3.09 ₹6,654 -3.9 0.8 8.3 15.5 14 6.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund JM Equity Hybrid Fund UTI Hybrid Equity Fund Point 1 Highest AUM (₹49,257 Cr). Bottom quartile AUM (₹1,329 Cr). Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹753 Cr). Upper mid AUM (₹6,654 Cr). Point 2 Established history (26+ yrs). Established history (9+ yrs). Established history (25+ yrs). Established history (30+ yrs). Oldest track record among peers (31 yrs). Point 3 Top rated. Not Rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). 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: 18.06% (top quartile). 5Y return: 17.04% (upper mid). 5Y return: 14.20% (lower mid). 5Y return: 14.09% (bottom quartile). 5Y return: 14.00% (bottom quartile). Point 6 3Y return: 17.94% (top quartile). 3Y return: 17.78% (upper mid). 3Y return: 16.03% (lower mid). 3Y return: 15.82% (bottom quartile). 3Y return: 15.47% (bottom quartile). Point 7 1Y return: 12.46% (upper mid). 1Y return: 11.43% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: 2.64% (bottom quartile). 1Y return: 8.34% (bottom quartile). Point 8 1M return: -2.69% (lower mid). 1M return: -1.50% (upper mid). 1M return: 1.80% (top quartile). 1M return: -3.93% (bottom quartile). 1M return: -3.34% (bottom quartile). Point 9 Alpha: 3.54 (upper mid). Alpha: 0.00 (lower mid). Alpha: 5.81 (top quartile). Alpha: -6.31 (bottom quartile). Alpha: -0.75 (bottom quartile). Point 10 Sharpe: 0.62 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: 0.15 (lower mid). ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
JM Equity Hybrid Fund
UTI Hybrid Equity Fund
ਚੋਟੀ ਦੇ 5 ਕੰਜ਼ਰਵੇਟਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹809.359
↑ 4.21 ₹80,768 -0.6 5.7 16.3 19.2 19.1 18.6 UTI Multi Asset Fund Growth ₹77.8122
↓ -0.59 ₹6,848 -1.9 4.2 14 19.1 14.1 11.1 SBI Multi Asset Allocation Fund Growth ₹66.0147
↓ -0.23 ₹14,944 2.5 10.5 21.9 19 14.7 18.6 ICICI Prudential Equity and Debt Fund Growth ₹398.48
↓ -2.68 ₹49,257 -3.3 0.7 12.5 17.9 18.1 13.3 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.45
↓ -0.11 ₹1,329 -0.5 -0.4 11.4 17.8 17 -0.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund SBI Multi Asset Allocation Fund ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Highest AUM (₹80,768 Cr). Bottom quartile AUM (₹6,848 Cr). Lower mid AUM (₹14,944 Cr). Upper mid AUM (₹49,257 Cr). Bottom quartile AUM (₹1,329 Cr). Point 2 Established history (23+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.06% (top quartile). 5Y return: 14.08% (bottom quartile). 5Y return: 14.68% (bottom quartile). 5Y return: 18.06% (upper mid). 5Y return: 17.04% (lower mid). Point 6 3Y return: 19.23% (top quartile). 3Y return: 19.14% (upper mid). 3Y return: 19.00% (lower mid). 3Y return: 17.94% (bottom quartile). 3Y return: 17.78% (bottom quartile). Point 7 1Y return: 16.33% (upper mid). 1Y return: 14.03% (lower mid). 1Y return: 21.92% (top quartile). 1Y return: 12.46% (bottom quartile). 1Y return: 11.43% (bottom quartile). Point 8 1M return: -1.61% (lower mid). 1M return: -2.04% (bottom quartile). 1M return: -0.73% (top quartile). 1M return: -2.69% (bottom quartile). 1M return: -1.50% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 3.54 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.48 (upper mid). Sharpe: 0.76 (lower mid). Sharpe: 2.05 (top quartile). Sharpe: 0.62 (bottom quartile). Sharpe: 0.08 (bottom quartile). ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Equity and Debt 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 ₹38.9941
↑ 0.02 ₹71,931 1.6 3 6.3 7.2 6.1 6.4 UTI Arbitrage Fund Growth ₹36.4862
↑ 0.02 ₹10,957 1.6 3.1 6.4 7.1 6 6.5 SBI Arbitrage Opportunities Fund Growth ₹35.1937
↑ 0.02 ₹43,574 1.6 3 6.4 7.1 6.1 6.5 Invesco India Arbitrage Fund Growth ₹33.2228
↑ 0.02 ₹28,593 1.6 3.1 6.3 7.1 6.1 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹35.7067
↑ 0.02 ₹32,976 1.6 3.1 6.4 7.1 6 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund UTI Arbitrage Fund SBI Arbitrage Opportunities Fund Invesco India Arbitrage Fund ICICI Prudential Equity Arbitrage Fund Point 1 Highest AUM (₹71,931 Cr). Bottom quartile AUM (₹10,957 Cr). Upper mid AUM (₹43,574 Cr). Bottom quartile AUM (₹28,593 Cr). Lower mid AUM (₹32,976 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 6.13% (upper mid). 5Y return: 5.98% (bottom quartile). 5Y return: 6.15% (top quartile). 5Y return: 6.13% (lower mid). 5Y return: 5.97% (bottom quartile). Point 6 3Y return: 7.19% (top quartile). 3Y return: 7.13% (upper mid). 3Y return: 7.12% (lower mid). 3Y return: 7.10% (bottom quartile). 3Y return: 7.05% (bottom quartile). Point 7 1Y return: 6.30% (bottom quartile). 1Y return: 6.45% (top quartile). 1Y return: 6.41% (upper mid). 1Y return: 6.33% (bottom quartile). 1Y return: 6.36% (lower mid). Point 8 1M return: 0.44% (lower mid). 1M return: 0.45% (upper mid). 1M return: 0.43% (bottom quartile). 1M return: 0.42% (bottom quartile). 1M return: 0.49% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.01 (bottom quartile). Sharpe: 1.31 (lower mid). Sharpe: 1.37 (top quartile). Sharpe: 1.31 (upper mid). Sharpe: 1.17 (bottom quartile). Kotak Equity Arbitrage Fund
UTI Arbitrage Fund
SBI Arbitrage Opportunities Fund
Invesco India Arbitrage Fund
ICICI Prudential Equity Arbitrage Fund
ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Multi - Asset Solution Fund Growth ₹21.7925
↑ 0.00 ₹114 1.4 3 13.4 14.1 13 14.1 Axis Dynamic Equity Fund Growth ₹21.05
↓ -0.12 ₹3,773 -2.7 1.2 7.5 13.9 10.5 7 ICICI Prudential Balanced Advantage Fund Growth ₹75.78
↓ -0.37 ₹70,343 -2.3 1.5 11.5 12.8 11.1 12.2 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.09
↓ -0.52 ₹8,899 -2.5 1.2 10.4 12.4 10.2 10.1 Nippon India Balanced Advantage Fund Growth ₹176.849
↓ -0.94 ₹9,598 -2.6 0.2 8.4 12 10 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Nippon India Balanced Advantage Fund Point 1 Bottom quartile AUM (₹114 Cr). Bottom quartile AUM (₹3,773 Cr). Highest AUM (₹70,343 Cr). Lower mid AUM (₹8,899 Cr). Upper mid AUM (₹9,598 Cr). Point 2 Established history (11+ yrs). Established history (8+ yrs). Established history (19+ yrs). Oldest track record among peers (25 yrs). Established history (21+ yrs). Point 3 Not Rated. Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.01% (top quartile). 5Y return: 10.46% (lower mid). 5Y return: 11.14% (upper mid). 5Y return: 10.19% (bottom quartile). 5Y return: 9.98% (bottom quartile). Point 6 3Y return: 14.09% (top quartile). 3Y return: 13.89% (upper mid). 3Y return: 12.76% (lower mid). 3Y return: 12.36% (bottom quartile). 3Y return: 12.02% (bottom quartile). Point 7 1Y return: 13.44% (top quartile). 1Y return: 7.51% (bottom quartile). 1Y return: 11.46% (upper mid). 1Y return: 10.38% (lower mid). 1Y return: 8.42% (bottom quartile). Point 8 1M return: 0.50% (top quartile). 1M return: -1.82% (upper mid). 1M return: -2.11% (lower mid). 1M return: -2.17% (bottom quartile). 1M return: -2.17% (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: 1.34 (top quartile). Sharpe: 0.09 (bottom quartile). Sharpe: 0.79 (upper mid). Sharpe: 0.46 (lower mid). Sharpe: 0.12 (bottom quartile). Franklin India Multi - Asset Solution Fund
Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage 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 ₹809.359
↑ 4.21 ₹80,768 -0.6 5.7 16.3 19.2 19.1 18.6 UTI Multi Asset Fund Growth ₹77.8122
↓ -0.59 ₹6,848 -1.9 4.2 14 19.1 14.1 11.1 SBI Multi Asset Allocation Fund Growth ₹66.0147
↓ -0.23 ₹14,944 2.5 10.5 21.9 19 14.7 18.6 Axis Triple Advantage Fund Growth ₹44.7717
↑ 0.17 ₹2,051 3 9.7 22.7 16.3 11.5 15.3 Edelweiss Multi Asset Allocation Fund Growth ₹62.71
↓ -0.46 ₹3,453 -3 -0.7 9.3 15.5 14.1 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund SBI Multi Asset Allocation Fund Axis Triple Advantage Fund Edelweiss Multi Asset Allocation Fund Point 1 Highest AUM (₹80,768 Cr). Lower mid AUM (₹6,848 Cr). Upper mid AUM (₹14,944 Cr). Bottom quartile AUM (₹2,051 Cr). Bottom quartile AUM (₹3,453 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (15+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.06% (top quartile). 5Y return: 14.08% (bottom quartile). 5Y return: 14.68% (upper mid). 5Y return: 11.51% (bottom quartile). 5Y return: 14.08% (lower mid). Point 6 3Y return: 19.23% (top quartile). 3Y return: 19.14% (upper mid). 3Y return: 19.00% (lower mid). 3Y return: 16.29% (bottom quartile). 3Y return: 15.50% (bottom quartile). Point 7 1Y return: 16.33% (lower mid). 1Y return: 14.03% (bottom quartile). 1Y return: 21.92% (upper mid). 1Y return: 22.72% (top quartile). 1Y return: 9.29% (bottom quartile). Point 8 1M return: -1.61% (lower mid). 1M return: -2.04% (bottom quartile). 1M return: -0.73% (top quartile). 1M return: -0.73% (upper mid). 1M return: -2.28% (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: -1.20 (bottom quartile). Point 10 Sharpe: 1.48 (lower mid). Sharpe: 0.76 (bottom quartile). Sharpe: 2.05 (top quartile). Sharpe: 1.69 (upper mid). Sharpe: 0.11 (bottom quartile). ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
SBI Multi Asset Allocation 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 (%) 2024 (%) SBI Equity Savings Fund Growth ₹24.2451
↓ -0.01 ₹5,816 -0.7 1.2 9.1 11.1 8.9 5 Edelweiss Equity Savings Fund Growth ₹25.8872
↓ -0.07 ₹1,223 -0.2 1.7 9 11 8.9 8 Kotak Equity Savings Fund Growth ₹26.7026
↓ -0.08 ₹9,619 -1.8 1.6 8.9 10.7 9.6 7.9 HDFC Equity Savings Fund Growth ₹67.144
↓ -0.27 ₹5,837 -0.9 1.8 7.9 9.9 9.2 6.8 Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Equity Savings Fund Edelweiss Equity Savings Fund Kotak Equity Savings Fund HDFC Equity Savings Fund Tata Equity Savings Fund Point 1 Lower mid AUM (₹5,816 Cr). Bottom quartile AUM (₹1,223 Cr). Highest AUM (₹9,619 Cr). Upper mid AUM (₹5,837 Cr). Bottom quartile AUM (₹285 Cr). Point 2 Established history (10+ yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (21+ yrs). Oldest track record among peers (28 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: 8.85% (bottom quartile). 5Y return: 8.92% (lower mid). 5Y return: 9.64% (top quartile). 5Y return: 9.18% (upper mid). 5Y return: 8.02% (bottom quartile). Point 6 3Y return: 11.15% (top quartile). 3Y return: 10.96% (upper mid). 3Y return: 10.67% (lower mid). 3Y return: 9.94% (bottom quartile). 3Y return: 9.85% (bottom quartile). Point 7 1Y return: 9.08% (top quartile). 1Y return: 9.01% (upper mid). 1Y return: 8.87% (lower mid). 1Y return: 7.93% (bottom quartile). 1Y return: 6.88% (bottom quartile). Point 8 1M return: -0.74% (lower mid). 1M return: -0.72% (upper mid). 1M return: -1.09% (bottom quartile). 1M return: -0.96% (bottom quartile). 1M return: 0.34% (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: 0.22 (bottom quartile). Sharpe: 0.54 (top quartile). Sharpe: 0.23 (upper mid). Sharpe: 0.23 (lower mid). Sharpe: 0.00 (bottom quartile). SBI Equity Savings Fund
Edelweiss Equity Savings Fund
Kotak Equity Savings Fund
HDFC Equity Savings Fund
Tata Equity Savings Fund
ਚੋਟੀ ਦੀਆਂ 5 ਹੱਲ ਓਰੀਐਂਟਿਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹48.882
↓ -0.47 ₹6,941 -5.8 -2.3 7.5 15.5 16.6 5.2 ICICI Prudential Child Care Plan (Gift) Growth ₹318.38
↓ -1.94 ₹1,378 -4 -3 10.2 17.9 13.8 8.3 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.56
↓ -0.31 ₹1,703 -5.1 -1.9 6.5 12.3 11.7 5.4 SBI Magnum Children's Benefit Plan Growth ₹110.441
↓ -0.21 ₹132 -0.3 0.7 5.8 12.2 11.1 3.2 Tata Retirement Savings Fund - Progressive Growth ₹61.2142
↓ -0.39 ₹2,041 -6.6 -5.5 6.5 14 10.3 -1.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Retirement Savings Fund - Equity Plan ICICI Prudential Child Care Plan (Gift) HDFC Retirement Savings Fund - Hybrid - Equity Plan SBI Magnum Children's Benefit Plan Tata Retirement Savings Fund - Progressive Point 1 Highest AUM (₹6,941 Cr). Bottom quartile AUM (₹1,378 Cr). Lower mid AUM (₹1,703 Cr). Bottom quartile AUM (₹132 Cr). Upper mid AUM (₹2,041 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (24 yrs). Established history (10+ yrs). Established history (24+ yrs). Established history (14+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 5★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.61% (top quartile). 5Y return: 13.81% (upper mid). 5Y return: 11.69% (lower mid). 5Y return: 11.09% (bottom quartile). 5Y return: 10.32% (bottom quartile). Point 6 3Y return: 15.55% (upper mid). 3Y return: 17.85% (top quartile). 3Y return: 12.26% (bottom quartile). 3Y return: 12.24% (bottom quartile). 3Y return: 14.02% (lower mid). Point 7 1Y return: 7.52% (upper mid). 1Y return: 10.20% (top quartile). 1Y return: 6.48% (lower mid). 1Y return: 5.78% (bottom quartile). 1Y return: 6.46% (bottom quartile). Point 8 1M return: -4.37% (bottom quartile). 1M return: -2.56% (upper mid). 1M return: -3.67% (lower mid). 1M return: -0.29% (top quartile). 1M return: -4.11% (bottom quartile). Point 9 Alpha: -1.32 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -5.02 (bottom quartile). Point 10 Sharpe: 0.09 (upper mid). Sharpe: 0.12 (top quartile). Sharpe: 0.02 (lower mid). Sharpe: -0.32 (bottom quartile). Sharpe: -0.13 (bottom quartile). HDFC Retirement Savings Fund - Equity Plan
ICICI Prudential Child Care Plan (Gift)
HDFC Retirement Savings Fund - Hybrid - Equity Plan
SBI Magnum Children's Benefit Plan
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 (%) 2024 (%) SBI Gold Fund Growth ₹46.1239
↓ -0.55 ₹15,024 22.4 47.5 81.5 39.7 27.3 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹48.6828
↓ -0.60 ₹6,338 22.1 47 81.2 39.5 27.1 72 IDBI Gold Fund Growth ₹41.0563
↓ -0.23 ₹809 22.5 47 81 39.4 27.4 79 Nippon India Gold Savings Fund Growth ₹60.2398
↓ -0.65 ₹7,160 22.2 47.2 81.2 39.3 27.1 71.2 Aditya Birla Sun Life Gold Fund Growth ₹45.7966
↓ -0.53 ₹1,781 22.6 47.3 81.3 39.3 27 72 HDFC Gold Fund Growth ₹47.0527
↓ -0.50 ₹11,458 22.3 47.3 81.1 39.2 27.1 71.3 Kotak Gold Fund Growth ₹60.4235
↓ -0.62 ₹6,556 22.3 47.4 81.1 39.2 26.9 70.4 Axis Gold Fund Growth ₹45.6698
↓ -0.53 ₹2,835 21.9 46.9 80 39.1 27.1 69.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 8 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund IDBI Gold Fund Nippon India Gold Savings Fund Aditya Birla Sun Life Gold Fund HDFC Gold Fund Kotak Gold Fund Axis Gold Fund Point 1 Highest AUM (₹15,024 Cr). Lower mid AUM (₹6,338 Cr). Bottom quartile AUM (₹809 Cr). Upper mid AUM (₹7,160 Cr). Bottom quartile AUM (₹1,781 Cr). Top quartile AUM (₹11,458 Cr). Upper mid AUM (₹6,556 Cr). Lower mid AUM (₹2,835 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Oldest track record among peers (15 yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (top quartile). Rating: 1★ (upper mid). Not Rated. Rating: 2★ (upper mid). Top rated. 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: 27.34% (top quartile). 5Y return: 27.14% (upper mid). 5Y return: 27.42% (top quartile). 5Y return: 27.12% (lower mid). 5Y return: 26.98% (bottom quartile). 5Y return: 27.13% (upper mid). 5Y return: 26.87% (bottom quartile). 5Y return: 27.07% (lower mid). Point 6 3Y return: 39.67% (top quartile). 3Y return: 39.53% (top quartile). 3Y return: 39.36% (upper mid). 3Y return: 39.34% (upper mid). 3Y return: 39.27% (lower mid). 3Y return: 39.20% (lower mid). 3Y return: 39.18% (bottom quartile). 3Y return: 39.06% (bottom quartile). Point 7 1Y return: 81.52% (top quartile). 1Y return: 81.17% (upper mid). 1Y return: 80.98% (bottom quartile). 1Y return: 81.25% (upper mid). 1Y return: 81.30% (top quartile). 1Y return: 81.11% (lower mid). 1Y return: 81.06% (lower mid). 1Y return: 80.04% (bottom quartile). Point 8 1M return: 4.44% (upper mid). 1M return: 4.02% (bottom quartile). 1M return: 5.04% (top quartile). 1M return: 4.60% (upper mid). 1M return: 4.23% (lower mid). 1M return: 4.39% (lower mid). 1M return: 4.70% (top quartile). 1M return: 4.05% (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: 3.25 (lower mid). Sharpe: 3.10 (lower mid). Sharpe: 3.48 (top quartile). Sharpe: 3.01 (bottom quartile). Sharpe: 3.08 (bottom quartile). Sharpe: 3.29 (upper mid). Sharpe: 3.55 (top quartile). Sharpe: 3.44 (upper mid). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
IDBI Gold Fund
Nippon India Gold Savings Fund
Aditya Birla Sun Life Gold 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 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 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 will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF). Research Highlights for IDBI Gold Fund Below is the key information for IDBI Gold 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,269 28 Feb 23 ₹12,460 29 Feb 24 ₹13,109 28 Feb 25 ₹13,109
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (05 Mar 26) ₹63.9103 ↓ -2.35 (-3.55 %) Net Assets (Cr) ₹1,975 on 31 Jan 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 3.41 Information Ratio -0.47 Alpha Ratio 2.12 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,843 28 Feb 23 ₹9,241 29 Feb 24 ₹8,778 28 Feb 25 ₹13,911 28 Feb 26 ₹41,909 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 10.8% 3 Month 28.7% 6 Month 64.3% 1 Year 164.1% 3 Year 58.8% 5 Year 31% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 167.1% 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.93 Yr. Data below for DSP World Gold Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Basic Materials 95.89% Asset Allocation
Asset Class Value Cash 1.55% Equity 95.89% Debt 0.01% Other 2.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -74% ₹1,458 Cr 1,177,658
↓ -41,596 VanEck Gold Miners ETF
- | GDX25% ₹497 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹35 Cr Net Receivables/Payables
Net Current Assets | -1% -₹15 Cr 3. 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,252 28 Feb 23 ₹12,522 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (05 Mar 26) ₹32.1895 ↓ -0.88 (-2.66 %) Net Assets (Cr) ₹181 on 31 Jan 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 3.17 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,307 28 Feb 23 ₹12,279 29 Feb 24 ₹10,745 28 Feb 25 ₹11,677 28 Feb 26 ₹25,661 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 5.5% 3 Month 27% 6 Month 55.6% 1 Year 100.7% 3 Year 23.2% 5 Year 19.4% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 79% 2023 -8.1% 2022 0% 2021 12.2% 2020 18% 2019 34.9% 2018 21.5% 2017 -9.4% 2016 21.1% 2015 49.7% Fund Manager information for DSP World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.93 Yr. Data below for DSP World Mining Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Basic Materials 95.77% Energy 1.05% Asset Allocation
Asset Class Value Cash 3.15% Equity 96.82% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹180 Cr 149,227
↓ -1,163 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹2 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 5. IDBI Gold Fund
IDBI Gold Fund
Growth Launch Date 14 Aug 12 NAV (06 Mar 26) ₹41.0563 ↓ -0.23 (-0.57 %) Net Assets (Cr) ₹809 on 31 Jan 26 Category Gold - Gold AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 0.64 Sharpe Ratio 3.48 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,605 28 Feb 23 ₹11,620 29 Feb 24 ₹12,874 28 Feb 25 ₹17,362 28 Feb 26 ₹31,849 Returns for IDBI 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 5% 3 Month 22.5% 6 Month 47% 1 Year 81% 3 Year 39.4% 5 Year 27.4% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2024 79% 2023 18.7% 2022 14.8% 2021 12% 2020 -4% 2019 24.2% 2018 21.6% 2017 5.8% 2016 1.4% 2015 8.3% Fund Manager information for IDBI Gold Fund
Name Since Tenure Sumit Bhatnagar 1 Jun 24 1.67 Yr. Data below for IDBI Gold Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 2% Other 98% Top Securities Holdings / Portfolio
Name Holding Value Quantity LIC MF Gold ETF
- | -99% ₹803 Cr 537,952
↑ 44,100 Treps
CBLO/Reverse Repo | -2% ₹16 Cr Net Receivables / (Payables)
Net Current Assets | -1% -₹11 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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