+91-22-48913909ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ 2022 - 2023
ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਸਾਲਾਂ ਵਿੱਚ ਵਾਧਾ ਹੋਇਆ ਹੈ। ਨਤੀਜੇ ਵਜੋਂ, ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੰਡਬਜ਼ਾਰ ਬਦਲਦੇ ਰਹੋ. MF ਸਕੀਮਾਂ ਦਾ ਨਿਰਣਾ ਕਰਨ ਲਈ ਵੱਖ-ਵੱਖ ਰੇਟਿੰਗ ਪ੍ਰਣਾਲੀਆਂ ਹਨ, ਜਿਵੇਂ ਕਿ CRISIL, Morning Star, ICRA। ਇਹ ਪ੍ਰਣਾਲੀਆਂ ਗੁਣਾਤਮਕ ਅਤੇ ਮਾਤਰਾਤਮਕ ਕਾਰਕਾਂ ਦੇ ਅਧਾਰ ਤੇ ਫੰਡਾਂ ਦਾ ਮੁਲਾਂਕਣ ਕਰਦੀਆਂ ਹਨ ਜਿਵੇਂ ਕਿ ਰਿਟਰਨ, ਸੰਪਤੀ ਦਾ ਆਕਾਰ, ਖਰਚ ਅਨੁਪਾਤ,ਮਿਆਰੀ ਭਟਕਣ, ਆਦਿ
ਇਹਨਾਂ ਸਾਰੇ ਕਾਰਕਾਂ ਦਾ ਸਾਰ ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਰੇਟਿੰਗ ਵੱਲ ਲੈ ਜਾਂਦਾ ਹੈ। ਹਾਲਾਂਕਿ, ਦੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਬਣਾਉਣ ਲਈਨਿਵੇਸ਼ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਆਸਾਨ, ਅਸੀਂ ਵਧੀਆ ਫੰਡ ਚੁਣਨ ਲਈ ਦਿਸ਼ਾ-ਨਿਰਦੇਸ਼ਾਂ ਦੇ ਨਾਲ ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈ।
ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੀਏ?
ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਸਿਰਫ਼ ਇੱਕ ਲਾਭ ਨਹੀਂ ਰੱਖਦਾ, ਇਹ ਬਹੁਤ ਸਾਰੇ ਫਾਇਦਿਆਂ ਨਾਲ ਆਉਂਦਾ ਹੈ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਉਹਨਾਂ ਦੇ ਪੈਸੇ ਵਧਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ। ਇਹ ਛੋਟੀ, ਮੱਧ-ਅਵਧੀ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਦਾ ਹੈ। ਬਹੁਤ ਸਾਰੇ ਫੰਡ ਵਿਕਲਪ ਹਨ ਜੋ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੁਣ ਸਕਦੇ ਹੋ, ਘੱਟ ਜੋਖਮ ਤੋਂ ਲੈ ਕੇ ਉੱਚ-ਜੋਖਮ ਵਾਲੀਆਂ ਸਕੀਮਾਂ ਜਿਵੇਂ ਕਿ ਕਰਜ਼ੇ ਅਤੇਇਕੁਇਟੀ ਫੰਡ.
ਇੱਕ ਮਹੱਤਵਪੂਰਨ ਵਿਸ਼ੇਸ਼ਤਾ ਜੋ ਲੋਕਾਂ ਦਾ ਧਿਆਨ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵੱਲ ਖਿੱਚਦੀ ਹੈ ਉਹ ਹੈ ਘੱਟੋ-ਘੱਟ ਨਿਵੇਸ਼ ਰਕਮ। ਤੁਸੀਂ ਏ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹੋSIP ਸਿਰਫ਼ 500 ਰੁਪਏ ਵਿੱਚ।
ਆਓ ਕੁਝ ਹੋਰ ਕਾਰਨ ਦੇਖੀਏ ਕਿ ਤੁਹਾਨੂੰ ਕਿਉਂ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ:
1. ਤਰਲਤਾ
ਓਪਨ-ਐਂਡ ਸਕੀਮਾਂ ਵਿੱਚ, ਕਿਸੇ ਸਕੀਮ ਨੂੰ ਖਰੀਦਣਾ ਅਤੇ ਬਾਹਰ ਨਿਕਲਣਾ ਆਸਾਨ ਹੁੰਦਾ ਹੈ। ਕੋਈ ਤੁਹਾਡੀਆਂ ਇਕਾਈਆਂ ਨੂੰ ਕਿਸੇ ਵੀ ਸਮੇਂ ਵੇਚ ਸਕਦਾ ਹੈ (ਇਹ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਜਦੋਂ ਬਾਜ਼ਾਰ ਉੱਚੇ ਹੁੰਦੇ ਹਨ)। ਪਰ, ਜਦੋਂ ਤੁਸੀਂ ਕਿਸੇ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਐਗਜ਼ਿਟ ਲੋਡ ਖਰਚਿਆਂ ਬਾਰੇ ਪਤਾ ਹੋਣਾ ਚਾਹੀਦਾ ਹੈ। ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ, ਲੈਣ-ਦੇਣ ਫੰਡ ਹਾਊਸ ਦੁਆਰਾ ਉਸ ਦਿਨ ਦਾ ਸ਼ੁੱਧ ਸੰਪਤੀ ਮੁੱਲ (ਨਹੀ ਹਨ).
2. ਵਿਭਿੰਨਤਾ
ਮਿਉਚੁਅਲ ਫੰਡ ਵੱਖ-ਵੱਖ ਵਿੱਤੀ ਸਾਧਨ ਰੱਖਦਾ ਹੈ ਜਿਵੇਂ ਕਿ ਸਟਾਕ, ਫਿਕਸਡਆਮਦਨ ਯੰਤਰ, ਸੋਨਾ, ਆਦਿ ਜਿਸ ਦੇ ਕਾਰਨ, ਤੁਸੀਂ ਸਿਰਫ ਇੱਕ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਵਿਭਿੰਨਤਾ ਦੇ ਲਾਭਾਂ ਦਾ ਆਨੰਦ ਲੈ ਸਕਦੇ ਹੋ। ਇਸਦੇ ਉਲਟ, ਜੇਕਰ ਵਿਅਕਤੀ ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਸਿੱਧੇ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਚੋਣ ਕਰਦੇ ਹਨ ਤਾਂ ਉਹਨਾਂ ਨੂੰ ਪੈਸਾ ਲਗਾਉਣ ਤੋਂ ਪਹਿਲਾਂ ਵੱਖ-ਵੱਖ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ ਦੀ ਖੋਜ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
3. ਚੰਗੀ ਤਰ੍ਹਾਂ ਨਿਯੰਤ੍ਰਿਤ
ਭਾਰਤ ਵਿੱਚ ਮਿਉਚੁਅਲ ਫੰਡ ਉਦਯੋਗ ਦੁਆਰਾ ਚੰਗੀ ਤਰ੍ਹਾਂ ਨਿਯੰਤ੍ਰਿਤ ਕੀਤਾ ਜਾਂਦਾ ਹੈਸੇਬੀ (ਭਾਰਤੀ ਪ੍ਰਤੀਭੂਤੀਆਂ ਅਤੇ ਐਕਸਚੇਂਜ ਬੋਰਡ)। ਇਹ ਸਾਰੇ ਮਿਊਚਲ ਫੰਡਾਂ ਦੇ ਕੰਮਕਾਜ 'ਤੇ ਨਜ਼ਰ ਰੱਖਦਾ ਹੈ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇਹ ਫੰਡ ਹਾਊਸ ਵੀ ਪਾਰਦਰਸ਼ੀ ਹਨ; ਉਹਨਾਂ ਨੂੰ ਨਿਯਮਤ ਅੰਤਰਾਲਾਂ 'ਤੇ ਆਪਣੀਆਂ ਪ੍ਰਦਰਸ਼ਨ ਰਿਪੋਰਟਾਂ ਪ੍ਰਕਾਸ਼ਿਤ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
4. ਮਾਹਰ ਪ੍ਰਬੰਧਨ
ਹਰੇਕ MF ਸਕੀਮ ਦਾ ਪ੍ਰਬੰਧਨ ਇੱਕ ਸਮਰਪਿਤ ਫੰਡ ਮੈਨੇਜਰ ਦੁਆਰਾ ਕੀਤਾ ਜਾਂਦਾ ਹੈ। ਫੰਡ ਮੈਨੇਜਰ ਦਾ ਉਦੇਸ਼ ਇਹ ਯਕੀਨੀ ਬਣਾਉਣਾ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਪ੍ਰਦਰਸ਼ਨ 'ਤੇ ਲਗਾਤਾਰ ਨਜ਼ਰ ਰੱਖ ਕੇ ਅਤੇ ਬਦਲਦੇ ਹੋਏ ਸਕੀਮ ਤੋਂ ਵੱਧ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਕਮਾ ਸਕਣ।ਸੰਪੱਤੀ ਵੰਡ ਮਾਰਕੀਟ ਦੀਆਂ ਲੋੜਾਂ ਅਨੁਸਾਰ ਸਮੇਂ ਸਿਰ.
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ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਦੀਆਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਵਿੱਚੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨਇਕੁਇਟੀ ਫੰਡ ਜਿਵੇਂ ਵੱਡੇ-, ਮੱਧ-, ਛੋਟੇ-, ਮਲਟੀ-ਕੈਪ,ELSS ਅਤੇ ਸੈਕਟਰਲ ਫੰਡ।
ਚੋਟੀ ਦੇ 5 ਵੱਡੇ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹69.89
↑ 0.70 ₹1,925 -3.6 3.7 -2 12.8 8.6 5.5 Bandhan Large Cap Fund Growth ₹76.378
↑ 1.15 ₹2,098 -3 1.2 -4.2 12.3 8.3 8.2 BNP Paribas Large Cap Fund Growth ₹215.098
↑ 3.08 ₹2,465 -3.4 -1.4 -3.6 10.6 8.3 4.4 DSP TOP 100 Equity Growth ₹444.169
↑ 6.01 ₹6,642 -4.2 -1.7 -7.4 10.4 8.2 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 (₹1,925 Cr). Lower mid AUM (₹2,098 Cr). Upper mid AUM (₹2,465 Cr). Highest AUM (₹6,642 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: 8.60% (upper mid). 5Y return: 8.26% (bottom quartile). 5Y return: 8.32% (lower mid). 5Y return: 8.24% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 12.80% (upper mid). 3Y return: 12.27% (lower mid). 3Y return: 10.56% (bottom quartile). 3Y return: 10.44% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -1.96% (upper mid). 1Y return: -4.25% (bottom quartile). 1Y return: -3.58% (lower mid). 1Y return: -7.41% (bottom quartile). Point 8 Alpha: 2.11 (bottom quartile). Alpha: 6.02 (top quartile). Alpha: 3.21 (upper mid). Alpha: 2.79 (lower mid). Alpha: -4.08 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.19 (upper mid). Sharpe: -0.33 (lower mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.78 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.95 (top quartile). Information ratio: 0.42 (lower mid). Information ratio: 0.22 (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 ₹97.6666
↑ 1.35 ₹40,208 -2.6 7.4 -6.1 16.1 16.8 -12.1 Invesco India Mid Cap Fund Growth ₹185.78
↑ 2.26 ₹15,749 -6 3.8 0.4 20.5 15.7 6.3 Edelweiss Mid Cap Fund Growth ₹101.469
↑ 1.17 ₹19,230 -6.6 -1.5 -1.7 17.4 14.4 3.8 Sundaram Mid Cap Fund Growth ₹1,383.72
↑ 17.12 ₹13,854 -8.3 -2.3 -3.7 15.5 13.9 4.1 ICICI Prudential MidCap Fund Growth ₹315.2
↑ 4.28 ₹7,961 -6.8 -4.3 2.2 18.6 13.6 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund Point 1 Highest AUM (₹40,208 Cr). Lower mid AUM (₹15,749 Cr). Upper mid AUM (₹19,230 Cr). Bottom quartile AUM (₹13,854 Cr). Bottom quartile AUM (₹7,961 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (22+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.81% (top quartile). 5Y return: 15.70% (upper mid). 5Y return: 14.39% (lower mid). 5Y return: 13.89% (bottom quartile). 5Y return: 13.65% (bottom quartile). Point 6 3Y return: 16.09% (bottom quartile). 3Y return: 20.50% (top quartile). 3Y return: 17.38% (lower mid). 3Y return: 15.48% (bottom quartile). 3Y return: 18.65% (upper mid). Point 7 1Y return: -6.12% (bottom quartile). 1Y return: 0.40% (upper mid). 1Y return: -1.72% (lower mid). 1Y return: -3.72% (bottom quartile). 1Y return: 2.17% (top quartile). Point 8 Alpha: -3.81 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.22 (upper mid). Alpha: -1.10 (bottom quartile). Alpha: 7.02 (top quartile). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: 0.06 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.38 (top quartile). Point 10 Information ratio: 0.24 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.96 (upper mid). Information ratio: 0.52 (lower mid). Information ratio: 1.25 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Small Cap Fund Growth ₹215.441
↑ 2.01 ₹21,467 -2.3 6.4 9.9 15.1 14.7 -2.8 IDBI Small Cap Fund Growth ₹33.0559
↑ 0.44 ₹841 -1 8 7.8 14.8 14 -13.4 Sundaram Small Cap Fund Growth ₹274.425
↑ 2.20 ₹4,107 -4.3 2.2 2.9 12.7 12.9 0.4 Franklin India Smaller Companies Fund Growth ₹163.617
↑ 1.69 ₹14,257 -7.4 -4 -4.7 9 12.2 -8.4 HDFC Small Cap Fund Growth ₹130.99
↑ 1.66 ₹40,801 -6.5 -0.5 -9 8.3 11.9 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 (₹21,467 Cr). Bottom quartile AUM (₹841 Cr). Bottom quartile AUM (₹4,107 Cr). Lower mid AUM (₹14,257 Cr). Highest AUM (₹40,801 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: 14.66% (top quartile). 5Y return: 14.04% (upper mid). 5Y return: 12.86% (lower mid). 5Y return: 12.20% (bottom quartile). 5Y return: 11.90% (bottom quartile). Point 6 3Y return: 15.08% (top quartile). 3Y return: 14.82% (upper mid). 3Y return: 12.71% (lower mid). 3Y return: 8.99% (bottom quartile). 3Y return: 8.33% (bottom quartile). Point 7 1Y return: 9.94% (top quartile). 1Y return: 7.82% (upper mid). 1Y return: 2.90% (lower mid). 1Y return: -4.69% (bottom quartile). 1Y return: -8.96% (bottom quartile). Point 8 Alpha: 12.54 (top quartile). Alpha: 8.36 (upper mid). Alpha: 6.86 (lower mid). Alpha: -1.61 (bottom quartile). Alpha: -8.04 (bottom quartile). Point 9 Sharpe: 0.65 (top quartile). Sharpe: 0.51 (upper mid). Sharpe: 0.46 (lower mid). Sharpe: 0.10 (bottom quartile). Sharpe: -0.35 (bottom quartile). Point 10 Information ratio: 0.63 (top quartile). Information ratio: 0.40 (upper mid). Information ratio: 0.14 (lower mid). Information ratio: -0.50 (bottom quartile). Information ratio: -0.49 (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 ₹37.58
↑ 0.56 ₹1,386 -2.2 6.5 11.9 18.9 13.3 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 ₹61.0651
↑ 0.72 ₹13,446 -0.7 9.7 -2.6 16 11.4 -5.6 Mahindra Badhat Yojana Growth ₹37.375
↑ 0.51 ₹7,457 -2.8 3.7 3.3 14.9 11.8 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 (₹1,386 Cr). Bottom quartile AUM (₹588 Cr). Highest AUM (₹13,446 Cr). Upper mid AUM (₹7,457 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% (lower mid). 5Y return: 13.29% (upper mid). 5Y return: 13.57% (top quartile). 5Y return: 11.39% (bottom quartile). 5Y return: 11.83% (bottom quartile). Point 6 3Y return: 22.73% (top quartile). 3Y return: 18.95% (upper mid). 3Y return: 17.28% (lower mid). 3Y return: 16.00% (bottom quartile). 3Y return: 14.92% (bottom quartile). Point 7 1Y return: 13.54% (upper mid). 1Y return: 11.91% (lower mid). 1Y return: 19.34% (top quartile). 1Y return: -2.56% (bottom quartile). 1Y return: 3.26% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 4.27 (upper mid). Alpha: 9.62 (top quartile). Point 9 Sharpe: 1.01 (upper mid). Sharpe: 0.81 (lower mid). Sharpe: 2.86 (top quartile). Sharpe: -0.06 (bottom quartile). Sharpe: 0.35 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.75 (upper mid). Information ratio: 0.83 (top quartile). 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 ₹53.4333
↑ 0.58 ₹4,890 -2.2 -0.3 1.3 18.3 14.2 -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 ₹49.6195
↑ 0.33 ₹240 -4.3 5.1 -1.2 14.1 10.8 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 (₹4,890 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹240 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: 14.20% (upper mid). 5Y return: 11.62% (lower mid). 5Y return: 10.79% (bottom quartile). Point 6 3Y return: 20.84% (top quartile). 3Y return: 20.64% (upper mid). 3Y return: 18.32% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 14.07% (bottom quartile). Point 7 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 1.34% (bottom quartile). 1Y return: 17.56% (upper mid). 1Y return: -1.22% (bottom quartile). Point 8 Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 10.14 (top quartile). Alpha: 5.69 (lower mid). Alpha: 9.16 (upper mid). Point 9 Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 0.21 (bottom quartile). Sharpe: 2.51 (top quartile). Sharpe: 0.14 (bottom quartile). Point 10 Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.76 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: 0.93 (top quartile). 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 ₹506.588
↓ -0.47 ₹5,870 -1.3 15.3 16.6 23.1 17.7 -3.5 UTI Healthcare Fund Growth ₹330.392
↑ 1.78 ₹1,430 -1.2 12.9 13.6 22.3 15 -3.1 LIC MF Infrastructure Fund Growth ₹51.6754
↑ 0.97 ₹1,153 -5.3 -0.3 1.2 19.8 17.8 -3.7 BOI AXA Manufacturing and Infrastructure Fund Growth ₹64.85
↑ 1.31 ₹984 -2.6 3.3 9.5 19.5 17.8 7.8 DSP India T.I.G.E.R Fund Growth ₹338.155
↑ 7.25 ₹6,265 -5.9 -1.7 5.9 18.5 18.5 -2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 DSP India T.I.G.E.R Fund Point 1 Upper mid AUM (₹5,870 Cr). Lower mid AUM (₹1,430 Cr). Bottom quartile AUM (₹1,153 Cr). Bottom quartile AUM (₹984 Cr). Highest AUM (₹6,265 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (27 yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (22+ 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: High. Point 5 5Y return: 17.66% (bottom quartile). 5Y return: 15.00% (bottom quartile). 5Y return: 17.83% (upper mid). 5Y return: 17.82% (lower mid). 5Y return: 18.48% (top quartile). Point 6 3Y return: 23.11% (top quartile). 3Y return: 22.29% (upper mid). 3Y return: 19.81% (lower mid). 3Y return: 19.52% (bottom quartile). 3Y return: 18.54% (bottom quartile). Point 7 1Y return: 16.57% (top quartile). 1Y return: 13.60% (upper mid). 1Y return: 1.16% (bottom quartile). 1Y return: 9.54% (lower mid). 1Y return: 5.91% (bottom quartile). Point 8 Alpha: 3.63 (upper mid). Alpha: 0.86 (lower mid). Alpha: 12.01 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.95 (top quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.27 (bottom quartile). Sharpe: 0.70 (lower mid). Sharpe: 0.38 (bottom quartile). Point 10 Information ratio: 0.10 (upper mid). Information ratio: 0.06 (lower mid). Information ratio: 0.62 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). SBI Healthcare Opportunities Fund
UTI Healthcare Fund
LIC MF Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
DSP India T.I.G.E.R Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Capital Builder Value Fund Growth ₹761.449
↑ 9.33 ₹8,039 -3.4 2.4 -0.7 14.4 11.2 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹129.253
↑ 1.97 ₹6,659 -4.7 0.4 1.9 11.7 11.4 2.6 ICICI Prudential Value Discovery Fund Growth ₹444.14
↑ 5.56 ₹57,250 -4.7 -3.7 -8.5 11.3 12.3 13.8 Nippon India Value Fund Growth ₹208.094
↑ 2.82 ₹8,479 -8.2 -6.7 -10.6 11.2 10.5 4.2 UTI Value Opportunities Fund Growth ₹158.601
↑ 1.69 ₹9,025 -5.3 -2.5 -7.9 11.2 9 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund ICICI Prudential Value Discovery Fund Nippon India Value Fund UTI Value Opportunities Fund Point 1 Bottom quartile AUM (₹8,039 Cr). Bottom quartile AUM (₹6,659 Cr). Highest AUM (₹57,250 Cr). Lower mid AUM (₹8,479 Cr). Upper mid AUM (₹9,025 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (18+ yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Not Rated. Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.21% (lower mid). 5Y return: 11.39% (upper mid). 5Y return: 12.26% (top quartile). 5Y return: 10.54% (bottom quartile). 5Y return: 9.01% (bottom quartile). Point 6 3Y return: 14.42% (top quartile). 3Y return: 11.74% (upper mid). 3Y return: 11.25% (lower mid). 3Y return: 11.20% (bottom quartile). 3Y return: 11.16% (bottom quartile). Point 7 1Y return: -0.67% (upper mid). 1Y return: 1.92% (top quartile). 1Y return: -8.50% (bottom quartile). 1Y return: -10.56% (bottom quartile). 1Y return: -7.89% (lower mid). Point 8 Alpha: 6.62 (upper mid). Alpha: 11.84 (top quartile). Alpha: -6.84 (bottom quartile). Alpha: -3.09 (lower mid). Alpha: -3.88 (bottom quartile). Point 9 Sharpe: 0.04 (upper mid). Sharpe: 0.32 (top quartile). Sharpe: -0.78 (bottom quartile). Sharpe: -0.48 (lower mid). Sharpe: -0.54 (bottom quartile). Point 10 Information ratio: 1.80 (top quartile). Information ratio: 0.48 (lower mid). Information ratio: 0.06 (bottom quartile). Information ratio: 0.60 (upper mid). Information ratio: 0.20 (bottom quartile). HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure Value Fund
ICICI Prudential Value Discovery Fund
Nippon India Value Fund
UTI Value Opportunities Fund
ਚੋਟੀ ਦੇ 5 ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 ICICI Prudential Focused Equity Fund Growth ₹90.79
↑ 0.80 ₹17,168 -5.3 0.6 -4.3 15.3 12.2 15.4 HDFC Focused 30 Fund Growth ₹227.219
↑ 1.06 ₹26,553 -3.2 2.2 -4.7 14.3 14.5 10.9 SBI Focused Equity Fund Growth ₹383.892
↓ -0.01 ₹50,180 -4.2 -0.5 3.7 14 9.3 15.7 Motilal Oswal Focused 25 Fund Growth ₹52.4209
↑ 0.30 ₹1,845 4.2 17.1 19 13.4 8.9 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Select Focus Fund ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund SBI Focused Equity Fund Motilal Oswal Focused 25 Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹17,168 Cr). Upper mid AUM (₹26,553 Cr). Highest AUM (₹50,180 Cr). Bottom quartile AUM (₹1,845 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.29% (top quartile). 5Y return: 12.19% (lower mid). 5Y return: 14.51% (upper mid). 5Y return: 9.25% (bottom quartile). 5Y return: 8.88% (bottom quartile). Point 6 3Y return: 17.03% (top quartile). 3Y return: 15.29% (upper mid). 3Y return: 14.31% (lower mid). 3Y return: 13.99% (bottom quartile). 3Y return: 13.37% (bottom quartile). Point 7 1Y return: 24.49% (top quartile). 1Y return: -4.33% (bottom quartile). 1Y return: -4.70% (bottom quartile). 1Y return: 3.74% (lower mid). 1Y return: 18.97% (upper mid). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 0.71 (lower mid). Alpha: -2.25 (bottom quartile). Alpha: 12.04 (upper mid). Alpha: 25.82 (top quartile). Point 9 Sharpe: 1.85 (top quartile). Sharpe: -0.29 (bottom quartile). Sharpe: -0.43 (bottom quartile). Sharpe: 0.27 (lower mid). Sharpe: 1.06 (upper mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 1.33 (top quartile). Information ratio: 0.72 (upper mid). Information ratio: 0.69 (lower mid). Information ratio: 0.36 (bottom quartile). Sundaram Select Focus Fund
ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
Motilal Oswal Focused 25 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 ₹595.288
↑ 0.48 ₹16,279 1.4 3.2 6.1 7.2 7.4 7.61% 6M 7D 7M 13D ICICI Prudential Ultra Short Term Fund Growth ₹30.0056
↑ 0.02 ₹15,236 1.3 3.1 6 6.9 7.1 7.37% 10M 17D 1Y 3M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,473.26
↑ 3.23 ₹11,237 1.5 3.2 6.1 6.9 7 7.03% 3M 14D 5M 23D Invesco India Ultra Short Term Fund Growth ₹2,917.41
↑ 1.64 ₹1,394 1.4 3.1 6 6.8 6.8 0% Kotak Savings Fund Growth ₹46.3005
↑ 0.03 ₹15,261 1.3 2.9 5.8 6.6 6.8 7.24% 4M 17D 5M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 (₹16,279 Cr). Lower mid AUM (₹15,236 Cr). Bottom quartile AUM (₹11,237 Cr). Bottom quartile AUM (₹1,394 Cr). Upper mid AUM (₹15,261 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: 6.14% (top quartile). 1Y return: 6.01% (bottom quartile). 1Y return: 6.11% (upper mid). 1Y return: 6.02% (lower mid). 1Y return: 5.81% (bottom quartile). Point 6 1M return: 0.37% (upper mid). 1M return: 0.30% (bottom quartile). 1M return: 0.38% (top quartile). 1M return: 0.31% (lower mid). 1M return: 0.29% (bottom quartile). Point 7 Sharpe: 0.96 (top quartile). Sharpe: 0.96 (upper mid). Sharpe: 0.94 (lower mid). Sharpe: 0.85 (bottom quartile). Sharpe: 0.59 (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): 7.61% (top quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.03% (bottom quartile). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.24% (lower mid). Point 10 Modified duration: 0.52 yrs (bottom quartile). Modified duration: 0.88 yrs (bottom quartile). Modified duration: 0.29 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 0.38 yrs (lower mid). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Invesco India Ultra Short Term Fund
Kotak Savings Fund
ਚੋਟੀ ਦੇ 5 ਛੋਟੀ ਮਿਆਦ ਦੇ ਕਰਜ਼ੇ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 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 ₹61.2634
↑ 0.05 ₹8,680 0.7 3 5.1 7.1 7.5 7.17% 1Y 18D 1Y 2M 19D Axis Short Term Fund Growth ₹33.0674
↑ 0.05 ₹7,425 0.4 2.5 4.4 7 8.1 7.77% 2Y 4D 2Y 6M 14D HDFC Short Term Debt Fund Growth ₹34.1199
↑ 0.06 ₹14,219 0.1 2.3 4.1 6.9 7.8 7.9% 2Y 3M 2Y 10M 28D 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 (₹8,680 Cr). Lower mid AUM (₹7,425 Cr). Highest AUM (₹14,219 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: 5.10% (lower mid). 1Y return: 4.42% (bottom quartile). 1Y return: 4.09% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (upper mid). 1M return: 0.10% (lower mid). 1M return: 0.05% (bottom quartile). 1M return: -0.08% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (top quartile). Sharpe: 0.07 (upper mid). Sharpe: -0.21 (lower mid). Sharpe: -0.27 (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): 7.17% (lower mid). Yield to maturity (debt): 7.77% (upper mid). Yield to maturity (debt): 7.90% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 1.05 yrs (lower mid). Modified duration: 2.01 yrs (bottom quartile). Modified duration: 2.25 yrs (bottom quartile). 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 ₹3,155.47
↑ 0.61 ₹53,470 0.5 1.5 3.2 6.4 6.6 6.37% 1M 19D 1M 19D Edelweiss Liquid Fund Growth ₹3,623.62
↑ 0.71 ₹11,741 0.4 1.5 3.2 6.4 6.5 6.52% 2M 1D 2M 1D Canara Robeco Liquid Growth ₹3,407.66
↑ 0.66 ₹5,027 0.4 1.5 3.1 6.3 6.5 0.06% 1M 28D 2M 2D UTI Liquid Cash Plan Growth ₹464.692
↑ 0.09 ₹27,453 0.5 1.5 3.2 6.4 6.5 6.39% 1M 19D 1M 19D Tata Liquid Fund Growth ₹4,458.81
↑ 0.82 ₹28,037 0.4 1.5 3.1 6.3 6.5 6.19% 1M 7D 1M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 (₹53,470 Cr). Bottom quartile AUM (₹11,741 Cr). Bottom quartile AUM (₹5,027 Cr). Lower mid AUM (₹27,453 Cr). Upper mid AUM (₹28,037 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: 6.45% (top quartile). 1Y return: 6.43% (upper mid). 1Y return: 6.35% (bottom quartile). 1Y return: 6.40% (lower mid). 1Y return: 6.35% (bottom quartile). Point 6 1M return: 0.45% (upper mid). 1M return: 0.45% (lower mid). 1M return: 0.44% (bottom quartile). 1M return: 0.46% (top quartile). 1M return: 0.45% (bottom quartile). Point 7 Sharpe: 3.18 (top quartile). Sharpe: 3.04 (bottom quartile). Sharpe: 2.89 (bottom quartile). Sharpe: 3.12 (upper mid). Sharpe: 3.11 (lower mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.50 (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): 6.52% (top quartile). Yield to maturity (debt): 0.06% (bottom quartile). Yield to maturity (debt): 6.39% (upper mid). Yield to maturity (debt): 6.19% (bottom quartile). Point 10 Modified duration: 0.14 yrs (upper mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.16 yrs (bottom quartile). Modified duration: 0.14 yrs (lower mid). Modified duration: 0.10 yrs (top 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 ₹26.3115
↑ 0.02 ₹11,893 0.6 3 4.8 6.7 7.1 7.01% 1Y 2M 23D 1Y 5M 16D ICICI Prudential Banking and PSU Debt Fund Growth ₹34.7775
↑ 0.08 ₹8,041 0 2.2 4 6.6 7.6 7.82% 3Y 1M 24D 5Y 7M 2D Nippon India Banking & PSU Debt Fund Growth ₹21.9323
↑ 0.04 ₹5,057 -0.1 2.3 3.5 6.5 7.3 0.07% 2Y 5M 8D 3Y 18D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹386.886
↑ 0.55 ₹8,439 -0.1 2 3.3 6.4 7.3 7.5% 2Y 3M 7D 2Y 10M 17D HDFC Banking and PSU Debt Fund Growth ₹24.2719
↑ 0.05 ₹5,055 -0.4 2 3.2 6.4 7.5 7.73% 2Y 9M 14D 3Y 9M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 (₹11,893 Cr). Lower mid AUM (₹8,041 Cr). Bottom quartile AUM (₹5,057 Cr). Upper mid AUM (₹8,439 Cr). Bottom quartile AUM (₹5,055 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: 4.81% (top quartile). 1Y return: 3.99% (upper mid). 1Y return: 3.48% (lower mid). 1Y return: 3.26% (bottom quartile). 1Y return: 3.23% (bottom quartile). Point 6 1M return: 0.06% (top quartile). 1M return: -0.21% (bottom quartile). 1M return: -0.13% (upper mid). 1M return: -0.15% (lower mid). 1M return: -0.23% (bottom quartile). Point 7 Sharpe: -0.07 (top quartile). Sharpe: -0.24 (upper mid). Sharpe: -0.44 (lower mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.47 (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): 7.01% (bottom quartile). Yield to maturity (debt): 7.82% (top quartile). Yield to maturity (debt): 0.07% (bottom quartile). Yield to maturity (debt): 7.50% (lower mid). Yield to maturity (debt): 7.73% (upper mid). Point 10 Modified duration: 1.23 yrs (top quartile). Modified duration: 3.15 yrs (bottom quartile). Modified duration: 2.44 yrs (lower mid). Modified duration: 2.27 yrs (upper mid). Modified duration: 2.79 yrs (bottom quartile). 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 ₹55.2762
↑ 0.10 ₹326 0.6 3.5 9.6 12.8 21 8.26% 2Y 1M 2D 2Y 3M 7D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.4643
↑ 0.06 ₹1,657 0.8 3.5 10.5 12 13.4 8.24% 1Y 7M 10D 2Y 2M 12D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% ICICI Prudential Regular Savings Fund Growth ₹34.8617
↑ 0.07 ₹6,320 0.8 3.3 6.3 8.1 9.5 8.57% 1Y 10M 20D 2Y 11M 19D Nippon India Credit Risk Fund Growth ₹38.2371
↑ 0.06 ₹1,708 0.9 3.3 6.2 7.9 8.9 0.09% 1Y 9M 11D 2Y 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 Nippon India Credit Risk Fund Point 1 Bottom quartile AUM (₹326 Cr). Lower mid AUM (₹1,657 Cr). Bottom quartile AUM (₹104 Cr). Highest AUM (₹6,320 Cr). Upper mid AUM (₹1,708 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (21+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 9.57% (upper mid). 1Y return: 10.46% (top quartile). 1Y return: 7.45% (lower mid). 1Y return: 6.32% (bottom quartile). 1Y return: 6.25% (bottom quartile). Point 6 1M return: 0.11% (bottom quartile). 1M return: 0.12% (bottom quartile). 1M return: 0.91% (top quartile). 1M return: 0.12% (lower mid). 1M return: 0.20% (upper mid). Point 7 Sharpe: 0.75 (bottom quartile). Sharpe: 1.61 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.97 (upper mid). Sharpe: 0.82 (lower mid). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 1.23 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 8.26% (upper mid). Yield to maturity (debt): 8.24% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.57% (top quartile). Yield to maturity (debt): 0.09% (bottom quartile). Point 10 Modified duration: 2.09 yrs (bottom quartile). Modified duration: 1.61 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.89 yrs (bottom quartile). Modified duration: 1.78 yrs (lower mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
ICICI Prudential Regular Savings 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BNP Paribas Corporate Bond Fund Growth ₹29.4811
↑ 0.05 ₹269 0.4 3 4.6 7.3 8.3 7.25% 1Y 7M 24D 2Y 1M 17D Franklin India Corporate Debt Fund Growth ₹106.853
↑ 0.13 ₹1,409 0.6 2.5 4.9 7.2 9.1 7.57% 1Y 4M 2D 2Y 8M 1D Nippon India Prime Debt Fund Growth ₹63.6416
↑ 0.10 ₹8,907 0 2.3 3.7 6.9 7.8 0.08% 2Y 4M 2D 2Y 9M 29D ICICI Prudential Corporate Bond Fund Growth ₹31.8292
↑ 0.08 ₹28,385 -0.1 2.3 4.2 6.8 8 7.83% 3Y 4M 20D 5Y 11M 1D Kotak Corporate Bond Fund Standard Growth ₹4,003.19
↑ 7.61 ₹14,791 0 2.2 3.7 6.8 7.8 7.77% 2Y 8M 8D 4Y 10M 17D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 (₹269 Cr). Bottom quartile AUM (₹1,409 Cr). Lower mid AUM (₹8,907 Cr). Highest AUM (₹28,385 Cr). Upper mid AUM (₹14,791 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: 4.62% (upper mid). 1Y return: 4.88% (top quartile). 1Y return: 3.69% (bottom quartile). 1Y return: 4.18% (lower mid). 1Y return: 3.66% (bottom quartile). Point 6 1M return: 0.03% (top quartile). 1M return: 0.01% (upper mid). 1M return: -0.16% (bottom quartile). 1M return: -0.19% (bottom quartile). 1M return: -0.09% (lower mid). Point 7 Sharpe: -0.05 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.12 (lower mid). Sharpe: -0.45 (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): 7.57% (lower mid). Yield to maturity (debt): 0.08% (bottom quartile). Yield to maturity (debt): 7.83% (top quartile). Yield to maturity (debt): 7.77% (upper mid). Point 10 Modified duration: 1.65 yrs (upper mid). Modified duration: 1.34 yrs (top quartile). Modified duration: 2.34 yrs (lower mid). Modified duration: 3.39 yrs (bottom quartile). Modified duration: 2.69 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 ₹37.6171
↑ 0.02 ₹1,686 0.7 4.5 6.8 7.6 3.7 5.29% 9M 14D 1Y 9M 25D Axis Gilt Fund Growth ₹26.5227
↑ 0.15 ₹336 -0.5 2.4 3.1 6.6 5.2 7.13% 6Y 10M 6D 13Y 6M 22D UTI Gilt Fund Growth ₹65.116
↑ 0.39 ₹415 -1 0.6 3.2 6.1 5.1 7.38% 9Y 1M 28D 28Y 6M 7D SBI Magnum Gilt Fund Growth ₹68.5156
↑ 0.41 ₹8,067 0.3 2.5 3.3 6.1 4.5 7.03% 5Y 3M 22D 15Y 5M 1D ICICI Prudential Gilt Fund Growth ₹106.17
↑ 0.71 ₹9,118 -1.8 1.4 2 5.9 6.8 7.8% 9Y 1M 13D 20Y 9M 4D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 ICICI Prudential Gilt Fund Point 1 Lower mid AUM (₹1,686 Cr). Bottom quartile AUM (₹336 Cr). Bottom quartile AUM (₹415 Cr). Upper mid AUM (₹8,067 Cr). Highest AUM (₹9,118 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★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.83% (top quartile). 1Y return: 3.12% (bottom quartile). 1Y return: 3.20% (lower mid). 1Y return: 3.25% (upper mid). 1Y return: 2.00% (bottom quartile). Point 6 1M return: 0.30% (upper mid). 1M return: 0.20% (lower mid). 1M return: -0.47% (bottom quartile). 1M return: 0.45% (top quartile). 1M return: -0.57% (bottom quartile). Point 7 Sharpe: 0.36 (top quartile). Sharpe: -0.41 (lower mid). Sharpe: -0.38 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.50 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 5.29% (bottom quartile). Yield to maturity (debt): 7.13% (lower mid). Yield to maturity (debt): 7.38% (upper mid). Yield to maturity (debt): 7.03% (bottom quartile). Yield to maturity (debt): 7.80% (top quartile). Point 10 Modified duration: 0.79 yrs (top quartile). Modified duration: 6.85 yrs (lower mid). Modified duration: 9.16 yrs (bottom quartile). Modified duration: 5.31 yrs (upper mid). Modified duration: 9.12 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
UTI Gilt Fund
SBI Magnum Gilt Fund
ICICI Prudential Gilt Fund
ਸਰਵੋਤਮ ਹਾਈਬ੍ਰਿਡ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਹਮਲਾਵਰ, ਕੰਜ਼ਰਵੇਟਿਵ, ਆਰਬਿਟਰੇਜ, ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ, ਮਲਟੀ ਐਸੇਟ, ਇਕੁਇਟੀ ਸੇਵਿੰਗਸ ਅਤੇ ਹੱਲ ਮੁਖੀਹਾਈਬ੍ਰਿਡ ਸਕੀਮਾਂ।
ਚੋਟੀ ਦੇ 5 ਸੰਤੁਲਿਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 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 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.81
↑ 0.28 ₹2,196 -2.5 2 6.2 13.7 12.2 -0.9 Bandhan Hybrid Equity Fund Growth ₹27.353
↑ 0.32 ₹2,663 -2 3.3 1.4 13.3 9.5 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 IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹2,663 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top 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: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.21% (upper mid). 5Y return: 9.51% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.72% (bottom quartile). 3Y return: 13.28% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 6.25% (bottom quartile). 1Y return: 1.41% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -3.55% (bottom quartile). 1M return: 1.54% (lower mid). Point 9 Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 6.68 (top quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.01 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Bandhan Hybrid Equity 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 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 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.81
↑ 0.28 ₹2,196 -2.5 2 6.2 13.7 12.2 -0.9 Bandhan Hybrid Equity Fund Growth ₹27.353
↑ 0.32 ₹2,663 -2 3.3 1.4 13.3 9.5 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 IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹2,663 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top 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: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.21% (upper mid). 5Y return: 9.51% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.72% (bottom quartile). 3Y return: 13.28% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 6.25% (bottom quartile). 1Y return: 1.41% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -3.55% (bottom quartile). 1M return: 1.54% (lower mid). Point 9 Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 6.68 (top quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.01 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt 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 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 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.81
↑ 0.28 ₹2,196 -2.5 2 6.2 13.7 12.2 -0.9 Bandhan Hybrid Equity Fund Growth ₹27.353
↑ 0.32 ₹2,663 -2 3.3 1.4 13.3 9.5 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 IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Highest AUM (₹2,663 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top 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: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.21% (upper mid). 5Y return: 9.51% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.26% (lower mid). 3Y return: 13.72% (bottom quartile). 3Y return: 13.28% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 6.25% (bottom quartile). 1Y return: 1.41% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -3.55% (bottom quartile). 1M return: 1.54% (lower mid). Point 9 Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 6.68 (top quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sharpe: 0.01 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Bandhan Hybrid Equity 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 ₹40.5241
↑ 0.05 ₹75,275 1.5 3.1 6.3 6.8 6.4 6.4 UTI Arbitrage Fund Growth ₹37.8943
↑ 0.07 ₹10,900 1.5 3.1 6.2 6.8 6.2 6.5 Invesco India Arbitrage Fund Growth ₹34.5353
↑ 0.04 ₹30,396 1.6 3.2 6.3 6.8 6.5 6.5 SBI Arbitrage Opportunities Fund Growth ₹36.5755
↑ 0.06 ₹46,309 1.6 3.1 6.3 6.8 6.3 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹37.1022
↑ 0.06 ₹35,576 1.5 3.1 6.3 6.7 6.2 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 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 (₹75,275 Cr). Bottom quartile AUM (₹10,900 Cr). Bottom quartile AUM (₹30,396 Cr). Upper mid AUM (₹46,309 Cr). Lower mid AUM (₹35,576 Cr). Point 2 Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (20+ 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: 6.37% (upper mid). 5Y return: 6.21% (bottom quartile). 5Y return: 6.46% (top quartile). 5Y return: 6.34% (lower mid). 5Y return: 6.21% (bottom quartile). Point 6 3Y return: 6.83% (top quartile). 3Y return: 6.80% (upper mid). 3Y return: 6.79% (lower mid). 3Y return: 6.76% (bottom quartile). 3Y return: 6.75% (bottom quartile). Point 7 1Y return: 6.28% (lower mid). 1Y return: 6.23% (bottom quartile). 1Y return: 6.32% (top quartile). 1Y return: 6.27% (bottom quartile). 1Y return: 6.28% (upper mid). Point 8 1M return: 0.61% (bottom quartile). 1M return: 0.63% (upper mid). 1M return: 0.62% (bottom quartile). 1M return: 0.69% (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: 0.77 (upper mid). Sharpe: 0.71 (bottom quartile). Sharpe: 0.85 (top quartile). Sharpe: 0.73 (bottom quartile). Sharpe: 0.76 (lower mid). 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 ₹22.5226
↑ 0.02 ₹142 0.9 2.7 5.4 12.2 9.6 14.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹111.21
↑ 1.00 ₹9,836 -1.9 2.5 2.5 10.7 8.5 10.1 Axis Dynamic Equity Fund Growth ₹21.16
↑ 0.21 ₹3,651 -2.1 0.7 -1.3 10.5 7.9 7 ICICI Prudential Balanced Advantage Fund Growth ₹77.04
↑ 0.66 ₹71,913 -2.8 1.8 0.9 10.2 9.3 12.2 Edelweiss Balanced Advantage Fund Growth ₹52.39
↑ 0.50 ₹12,880 -1.6 1.8 0.8 9.5 7.6 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund Aditya Birla Sun Life Balanced Advantage Fund Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Edelweiss Balanced Advantage Fund Point 1 Bottom quartile AUM (₹142 Cr). Lower mid AUM (₹9,836 Cr). Bottom quartile AUM (₹3,651 Cr). Highest AUM (₹71,913 Cr). Upper mid AUM (₹12,880 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Established history (19+ yrs). Established history (17+ yrs). Point 3 Not Rated. Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.64% (top quartile). 5Y return: 8.48% (lower mid). 5Y return: 7.88% (bottom quartile). 5Y return: 9.29% (upper mid). 5Y return: 7.64% (bottom quartile). Point 6 3Y return: 12.20% (top quartile). 3Y return: 10.65% (upper mid). 3Y return: 10.46% (lower mid). 3Y return: 10.20% (bottom quartile). 3Y return: 9.52% (bottom quartile). Point 7 1Y return: 5.42% (top quartile). 1Y return: 2.47% (upper mid). 1Y return: -1.26% (bottom quartile). 1Y return: 0.93% (lower mid). 1Y return: 0.75% (bottom quartile). Point 8 1M return: 0.20% (bottom quartile). 1M return: 1.44% (bottom quartile). 1M return: 1.98% (top quartile). 1M return: 1.65% (lower mid). 1M return: 1.79% (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: 0.25 (top quartile). Sharpe: -0.04 (upper mid). Sharpe: -0.44 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.25 (bottom quartile). Franklin India Multi - Asset Solution Fund
Aditya Birla Sun Life Balanced Advantage Fund
Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage 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 ₹63.7454
↑ 0.00 ₹21,044 -4.4 -3.4 1.5 12.7 11.4 18.6 UTI Multi Asset Fund Growth ₹75.2517
↑ 0.32 ₹6,634 -4.8 -2.6 -2.8 12.5 11.1 11.1 Axis Triple Advantage Fund Growth ₹43.4612
↑ 0.26 ₹2,616 -3.9 -0.8 1.2 12.3 6.9 15.3 ICICI Prudential Multi-Asset Fund Growth ₹768.411
↓ -1.15 ₹84,108 -5.5 -4 -4 12 13.1 18.6 Edelweiss Multi Asset Allocation Fund Growth ₹63.5
↑ 0.65 ₹3,875 -2.9 0.4 -2 11.2 10.7 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Multi Asset Allocation Fund UTI Multi Asset Fund Axis Triple Advantage Fund ICICI Prudential Multi-Asset Fund Edelweiss Multi Asset Allocation Fund Point 1 Upper mid AUM (₹21,044 Cr). Lower mid AUM (₹6,634 Cr). Bottom quartile AUM (₹2,616 Cr). Highest AUM (₹84,108 Cr). Bottom quartile AUM (₹3,875 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Established history (16+ yrs). Oldest track record among peers (24 yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). 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: 11.41% (upper mid). 5Y return: 11.13% (lower mid). 5Y return: 6.90% (bottom quartile). 5Y return: 13.13% (top quartile). 5Y return: 10.70% (bottom quartile). Point 6 3Y return: 12.69% (top quartile). 3Y return: 12.50% (upper mid). 3Y return: 12.32% (lower mid). 3Y return: 11.99% (bottom quartile). 3Y return: 11.20% (bottom quartile). Point 7 1Y return: 1.48% (top quartile). 1Y return: -2.75% (bottom quartile). 1Y return: 1.24% (upper mid). 1Y return: -4.02% (bottom quartile). 1Y return: -2.04% (lower mid). Point 8 1M return: -2.60% (bottom quartile). 1M return: -0.32% (upper mid). 1M return: -1.36% (lower mid). 1M return: -1.93% (bottom quartile). 1M return: 1.52% (top quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.27 (top quartile). Point 10 Sharpe: 0.21 (top quartile). Sharpe: -0.17 (lower mid). Sharpe: 0.09 (upper mid). Sharpe: -0.31 (bottom quartile). Sharpe: -0.35 (bottom quartile). SBI Multi Asset Allocation Fund
UTI Multi Asset Fund
Axis Triple Advantage Fund
ICICI Prudential Multi-Asset Fund
Edelweiss Multi Asset Allocation Fund
ਚੋਟੀ ਦੇ 5 ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Edelweiss Equity Savings Fund Growth ₹27.201
↑ 0.14 ₹1,704 0.3 3.6 4.9 9.9 8.1 8 Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Kotak Equity Savings Fund Growth ₹27.0423
↑ 0.16 ₹10,443 -1.8 -0.1 0.4 8.4 8 7.9 Axis Equity Saver Fund Growth ₹23.07
↑ 0.16 ₹855 -0.6 3.1 2.4 8.2 6.2 5.4 SBI Equity Savings Fund Growth ₹24.6908
↑ 0.14 ₹5,413 0 1.3 1.5 7.6 7.4 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Edelweiss Equity Savings Fund Tata Equity Savings Fund Kotak Equity Savings Fund Axis Equity Saver Fund SBI Equity Savings Fund Point 1 Lower mid AUM (₹1,704 Cr). Bottom quartile AUM (₹285 Cr). Highest AUM (₹10,443 Cr). Bottom quartile AUM (₹855 Cr). Upper mid AUM (₹5,413 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (11+ yrs). Established history (11+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.12% (top quartile). 5Y return: 8.02% (upper mid). 5Y return: 7.97% (lower mid). 5Y return: 6.20% (bottom quartile). 5Y return: 7.37% (bottom quartile). Point 6 3Y return: 9.94% (top quartile). 3Y return: 9.85% (upper mid). 3Y return: 8.38% (lower mid). 3Y return: 8.18% (bottom quartile). 3Y return: 7.56% (bottom quartile). Point 7 1Y return: 4.94% (upper mid). 1Y return: 6.88% (top quartile). 1Y return: 0.38% (bottom quartile). 1Y return: 2.40% (lower mid). 1Y return: 1.54% (bottom quartile). Point 8 1M return: 0.25% (bottom quartile). 1M return: 0.34% (lower mid). 1M return: -0.22% (bottom quartile). 1M return: 1.45% (top quartile). 1M return: 0.83% (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: 0.27 (top quartile). Sharpe: 0.00 (upper mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.32 (lower mid). Sharpe: -0.57 (bottom quartile). Edelweiss Equity Savings Fund
Tata Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver Fund
SBI Equity Savings Fund
ਚੋਟੀ ਦੀਆਂ 5 ਹੱਲ ਓਰੀਐਂਟਿਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹47.252
↑ 0.51 ₹6,645 -4.2 -1.5 -8.6 8.5 9.9 5.2 ICICI Prudential Child Care Plan (Gift) Growth ₹311.95
↑ 7.10 ₹1,376 -5.5 -4.4 -5.9 11.3 9.7 8.3 SBI Magnum Children's Benefit Plan Growth ₹118.062
↑ 0.59 ₹152 -0.6 4.6 7.1 10.5 9.6 3.2 Tata Retirement Savings Fund-Moderate Growth ₹64.4833
↑ 0.97 ₹2,115 -5.1 0.3 -0.8 9.9 7.8 1 Tata Retirement Savings Fund - Progressive Growth ₹64.886
↑ 1.10 ₹2,104 -6 0 -1.2 10.4 7.8 -1.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Retirement Savings Fund - Equity Plan ICICI Prudential Child Care Plan (Gift) SBI Magnum Children's Benefit Plan Tata Retirement Savings Fund-Moderate Tata Retirement Savings Fund - Progressive Point 1 Highest AUM (₹6,645 Cr). Bottom quartile AUM (₹1,376 Cr). Bottom quartile AUM (₹152 Cr). Upper mid AUM (₹2,115 Cr). Lower mid AUM (₹2,104 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (25 yrs). Established history (24+ yrs). Established history (15+ yrs). Established history (15+ yrs). Point 3 Not Rated. Rating: 2★ (bottom quartile). Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.93% (top quartile). 5Y return: 9.66% (upper mid). 5Y return: 9.58% (lower mid). 5Y return: 7.83% (bottom quartile). 5Y return: 7.77% (bottom quartile). Point 6 3Y return: 8.51% (bottom quartile). 3Y return: 11.30% (top quartile). 3Y return: 10.45% (upper mid). 3Y return: 9.92% (bottom quartile). 3Y return: 10.35% (lower mid). Point 7 1Y return: -8.58% (bottom quartile). 1Y return: -5.95% (bottom quartile). 1Y return: 7.05% (top quartile). 1Y return: -0.78% (upper mid). 1Y return: -1.17% (lower mid). Point 8 1M return: 2.31% (top quartile). 1M return: -0.30% (bottom quartile). 1M return: -1.52% (bottom quartile). 1M return: 0.13% (lower mid). 1M return: 0.29% (upper mid). Point 9 Alpha: -6.43 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 6.04 (top quartile). Point 10 Sharpe: -0.71 (bottom quartile). Sharpe: -0.41 (bottom quartile). Sharpe: 0.76 (top quartile). Sharpe: -0.04 (lower mid). Sharpe: -0.01 (upper mid). HDFC Retirement Savings Fund - Equity Plan
ICICI Prudential Child Care Plan (Gift)
SBI Magnum Children's Benefit 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 (%) Aditya Birla Sun Life Gold Fund Growth ₹39.3844
↓ -0.86 ₹1,805 -3.9 -8.7 12.9 29.3 21.7 72 ICICI Prudential Regular Gold Savings Fund Growth ₹41.8523
↓ -0.99 ₹7,067 -4 -9.1 12.3 29.2 21.8 72 SBI Gold Fund Growth ₹39.605
↓ -0.91 ₹17,423 -4 -9.1 12.3 29.2 21.9 71.5 HDFC Gold Fund Growth ₹40.4597
↓ -0.88 ₹12,013 -3.8 -8.8 12.3 29.2 21.7 71.3 Invesco India Gold Fund Growth ₹38.107
↓ -0.90 ₹507 -3.7 -8.7 12.5 29 21.4 69.6 Nippon India Gold Savings Fund Growth ₹51.7243
↓ -1.24 ₹7,353 -4 -8.9 12.1 29 21.7 71.2 IDBI Gold Fund Growth ₹35.1143
↓ -0.70 ₹833 -3.7 -8.7 12.5 29 21.8 79 Kotak Gold Fund Growth ₹51.9662
↓ -1.22 ₹6,996 -3.9 -9 12.3 28.9 21.4 70.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Nov 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund SBI Gold Fund HDFC Gold Fund Invesco India Gold Fund Nippon India Gold Savings Fund IDBI Gold Fund Kotak Gold Fund Point 1 Lower mid AUM (₹1,805 Cr). Upper mid AUM (₹7,067 Cr). Highest AUM (₹17,423 Cr). Top quartile AUM (₹12,013 Cr). Bottom quartile AUM (₹507 Cr). Upper mid AUM (₹7,353 Cr). Bottom quartile AUM (₹833 Cr). Lower mid AUM (₹6,996 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Rating: 2★ (upper mid). Rating: 1★ (lower mid). Rating: 3★ (top quartile). Rating: 2★ (upper mid). Not Rated. 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: 21.69% (lower mid). 5Y return: 21.76% (upper mid). 5Y return: 21.90% (top quartile). 5Y return: 21.74% (upper mid). 5Y return: 21.37% (bottom quartile). 5Y return: 21.67% (lower mid). 5Y return: 21.80% (top quartile). 5Y return: 21.42% (bottom quartile). Point 6 3Y return: 29.33% (top quartile). 3Y return: 29.23% (top quartile). 3Y return: 29.23% (upper mid). 3Y return: 29.16% (upper mid). 3Y return: 29.03% (lower mid). 3Y return: 29.02% (lower mid). 3Y return: 28.97% (bottom quartile). 3Y return: 28.94% (bottom quartile). Point 7 1Y return: 12.95% (top quartile). 1Y return: 12.31% (lower mid). 1Y return: 12.26% (bottom quartile). 1Y return: 12.34% (upper mid). 1Y return: 12.54% (top quartile). 1Y return: 12.13% (bottom quartile). 1Y return: 12.50% (upper mid). 1Y return: 12.28% (lower mid). Point 8 1M return: -7.19% (upper mid). 1M return: -7.33% (lower mid). 1M return: -7.42% (bottom quartile). 1M return: -7.22% (upper mid). 1M return: -7.16% (top quartile). 1M return: -7.35% (lower mid). 1M return: -7.07% (top quartile). 1M return: -7.41% (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: 0.73 (bottom quartile). Sharpe: 0.75 (lower mid). Sharpe: 0.79 (upper mid). Sharpe: 0.78 (upper mid). Sharpe: 0.83 (top quartile). Sharpe: 0.74 (bottom quartile). Sharpe: 0.75 (lower mid). Sharpe: 0.85 (top quartile). Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
SBI Gold Fund
HDFC Gold Fund
Invesco India Gold Fund
Nippon India Gold Savings Fund
IDBI Gold Fund
Kotak 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 To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. Research Highlights for ICICI Prudential Technology Fund Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. Research Highlights for TATA Digital India Fund Below is the key information for TATA Digital India Fund Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Technology Opportunities Fund Below is the key information for SBI Technology Opportunities 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. ICICI Prudential Technology Fund
ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (30 Oct 26) ₹183.44 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹12,505 on 30 Sep 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.53 Information Ratio 0.71 Alpha Ratio 3.28 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹8,587 31 Oct 23 ₹9,398 31 Oct 24 ₹12,912 31 Oct 25 ₹12,788 31 Oct 26 ₹11,668 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.2% 3 Month 0.1% 6 Month 8% 1 Year -9.4% 3 Year 7.4% 5 Year 3.1% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.9% 2024 25.4% 2023 27.5% 2022 -23.2% 2021 75.7% 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 6.42 Yr. Sharmila D’mello 30 Jun 22 4.26 Yr. Data below for ICICI Prudential Technology Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 58.56% Communication Services 18.48% Consumer Cyclical 7.41% Industrials 4.32% Health Care 3.9% Financial Services 3.33% Consumer Defensive 1.15% Real Estate 1.12% Asset Allocation
Asset Class Value Cash 1.73% Equity 98.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL13% ₹1,684 Cr 9,586,755
↑ 964,629 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY9% ₹1,161 Cr 11,678,616
↓ -3,186,110 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327558% ₹1,048 Cr 6,879,513
↑ 494,400 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262994% ₹549 Cr 2,549,820 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹527 Cr 4,283,020
↑ 2,069,979 Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE4% ₹490 Cr 2,803,175
↓ -157,225 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH3% ₹425 Cr 771,638 LTM Ltd (Technology)
Equity, Since 31 Jul 16 | LTM3% ₹324 Cr 800,534
↓ -15,000 Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY3% ₹318 Cr 74,637,433 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | ETERNAL2% ₹313 Cr 9,768,617 4. TATA Digital India Fund
TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (02 Nov 26) ₹41.7179 ↑ 0.13 (0.32 %) Net Assets (Cr) ₹9,276 on 30 Sep 26 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.69 Sharpe Ratio -0.64 Information Ratio 0.62 Alpha Ratio -3.25 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹8,619 31 Oct 23 ₹9,512 31 Oct 24 ₹13,641 31 Oct 25 ₹12,686 31 Oct 26 ₹11,232 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8% 3 Month -0.6% 6 Month 6.7% 1 Year -11.2% 3 Year 5.6% 5 Year 2% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -9.7% 2024 30.6% 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 5.57 Yr. Hasmukh Vishariya 1 Mar 25 1.59 Yr. Data below for TATA Digital India Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 62.9% Consumer Cyclical 14.43% Communication Services 7.26% Industrials 4.58% Financial Services 3.64% Energy 1.19% Utility 1.02% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY16% ₹1,512 Cr 15,211,819
↑ 1,000,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS10% ₹904 Cr 4,410,344
↓ -403,800 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327558% ₹772 Cr 5,062,533
↓ -800,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | ETERNAL8% ₹707 Cr 22,095,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL5% ₹469 Cr 2,669,200 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT4% ₹361 Cr 684,306
↑ 275 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH4% ₹330 Cr 2,683,810 PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | POLICYBZR3% ₹248 Cr 2,334,641 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL2% ₹193 Cr 7,540,028 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT2% ₹182 Cr 1,655,043 5. SBI Technology Opportunities Fund
SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (31 Oct 26) ₹204.958 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹4,155 on 30 Sep 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.9 Sharpe Ratio -0.48 Information Ratio 0.94 Alpha Ratio 4.44 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹9,170 31 Oct 23 ₹10,142 31 Oct 24 ₹13,817 31 Oct 25 ₹14,721 31 Oct 26 ₹13,559 Returns for SBI Technology 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 7.8% 3 Month 1.1% 6 Month 10% 1 Year -7.9% 3 Year 10.2% 5 Year 6.3% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.5% 2024 30.1% 2023 24.8% 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Vivek Gedda 1 Apr 24 2.5 Yr. Data below for SBI Technology Opportunities Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 57.68% Communication Services 22.94% Consumer Cyclical 13.3% Financial Services 1.56% Health Care 1.27% Asset Allocation
Asset Class Value Cash 3.25% Equity 96.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL17% ₹703 Cr 4,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY8% ₹348 Cr 3,500,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS7% ₹291 Cr 1,420,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL7% ₹288 Cr 9,000,000 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE5% ₹210 Cr 1,200,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT5% ₹187 Cr 38,000 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH4% ₹182 Cr 330,000 LTM Ltd (Technology)
Equity, Since 31 Oct 24 | LTM4% ₹166 Cr 411,229 Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL4% ₹165 Cr 50,000 Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI4% ₹165 Cr 3,000,000
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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