+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 ₹83.4106
↓ -1.82 ₹51,404 -11.1 -8 -0.6 16.5 15.8 9.2 DSP TOP 100 Equity Growth ₹433.043
↓ -5.45 ₹7,270 -10.8 -7.1 -3.5 15.6 11.7 8.4 ICICI Prudential Bluechip Fund Growth ₹101.98
↓ -1.95 ₹77,452 -11.3 -7.2 -1.2 15.4 13.9 11.3 Invesco India Largecap Fund Growth ₹62.74
↓ -1.38 ₹1,702 -11.6 -8.3 -0.8 15.2 12.4 5.5 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 India Top 100 Equity Fund Nippon India Large Cap Fund DSP TOP 100 Equity ICICI Prudential Bluechip Fund Invesco India Largecap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹51,404 Cr). Lower mid AUM (₹7,270 Cr). Highest AUM (₹77,452 Cr). Bottom quartile AUM (₹1,702 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (16+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (lower mid). 5Y return: 15.84% (top quartile). 5Y return: 11.68% (bottom quartile). 5Y return: 13.92% (upper mid). 5Y return: 12.43% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 16.49% (upper mid). 3Y return: 15.60% (lower mid). 3Y return: 15.42% (bottom quartile). 3Y return: 15.15% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -0.63% (upper mid). 1Y return: -3.53% (bottom quartile). 1Y return: -1.17% (bottom quartile). 1Y return: -0.77% (lower mid). Point 8 Alpha: 2.11 (upper mid). Alpha: 2.67 (top quartile). Alpha: -1.67 (bottom quartile). Alpha: 0.83 (lower mid). Alpha: -0.05 (bottom quartile). Point 9 Sharpe: 1.09 (upper mid). Sharpe: 1.23 (top quartile). Sharpe: 0.75 (bottom quartile). Sharpe: 1.07 (lower mid). Sharpe: 0.97 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.27 (top quartile). Information ratio: 0.58 (lower mid). Information ratio: 0.92 (upper mid). Information ratio: 0.44 (bottom quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
DSP TOP 100 Equity
ICICI Prudential Bluechip Fund
Invesco India Largecap Fund
ਚੋਟੀ ਦੇ 5 ਮਿਡ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹82.9918
↓ -2.09 ₹33,689 -16.2 -16.6 -11 19.8 21.1 -12.1 Edelweiss Mid Cap Fund Growth ₹94.195
↓ -1.88 ₹14,355 -8 -4.4 6.9 24.5 20.4 3.8 Invesco India Mid Cap Fund Growth ₹160.99
↓ -3.79 ₹10,772 -12.1 -9 5.4 24.6 18.9 6.3 ICICI Prudential MidCap Fund Growth ₹294.76
↓ -6.03 ₹7,280 -6 1 13.5 23.9 18.6 11.1 Sundaram Mid Cap Fund Growth ₹1,297.91
↓ -26.14 ₹13,235 -9.3 -4.4 4.6 22.9 18.1 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 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 (₹33,689 Cr). Upper mid AUM (₹14,355 Cr). Bottom quartile AUM (₹10,772 Cr). Bottom quartile AUM (₹7,280 Cr). Lower mid AUM (₹13,235 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: 21.10% (top quartile). 5Y return: 20.38% (upper mid). 5Y return: 18.87% (lower mid). 5Y return: 18.63% (bottom quartile). 5Y return: 18.11% (bottom quartile). Point 6 3Y return: 19.76% (bottom quartile). 3Y return: 24.52% (upper mid). 3Y return: 24.56% (top quartile). 3Y return: 23.94% (lower mid). 3Y return: 22.93% (bottom quartile). Point 7 1Y return: -11.03% (bottom quartile). 1Y return: 6.88% (upper mid). 1Y return: 5.37% (lower mid). 1Y return: 13.51% (top quartile). 1Y return: 4.64% (bottom quartile). Point 8 Alpha: -20.09 (bottom quartile). Alpha: 1.12 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 7.09 (top quartile). Alpha: 2.64 (upper mid). Point 9 Sharpe: -0.29 (bottom quartile). Sharpe: 1.33 (lower mid). Sharpe: 1.21 (bottom quartile). Sharpe: 1.77 (top quartile). Sharpe: 1.49 (upper mid). Point 10 Information ratio: -0.36 (bottom quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.34 (top quartile). Information ratio: 0.16 (lower mid). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Small Cap Fund Growth ₹121.413
↓ -2.36 ₹37,424 -12.1 -13.6 -0.2 15.9 18.6 -0.6 DSP Small Cap Fund Growth ₹178.847
↓ -4.01 ₹16,886 -8.7 -7.4 4.9 18.8 18.1 -2.8 Franklin India Smaller Companies Fund Growth ₹148.755
↓ -2.41 ₹12,934 -9.8 -10.3 -2 16.5 17.6 -8.4 Sundaram Small Cap Fund Growth ₹230.784
↓ -4.13 ₹3,306 -10.8 -9.6 2.9 17.4 17.2 0.4 IDBI Small Cap Fund Growth ₹26.411
↓ -0.60 ₹606 -10.1 -12.1 -5.2 15.6 16.9 -13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Small Cap Fund DSP Small Cap Fund Franklin India Smaller Companies Fund Sundaram Small Cap Fund IDBI Small Cap Fund Point 1 Highest AUM (₹37,424 Cr). Upper mid AUM (₹16,886 Cr). Lower mid AUM (₹12,934 Cr). Bottom quartile AUM (₹3,306 Cr). Bottom quartile AUM (₹606 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (8+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.61% (top quartile). 5Y return: 18.12% (upper mid). 5Y return: 17.57% (lower mid). 5Y return: 17.19% (bottom quartile). 5Y return: 16.90% (bottom quartile). Point 6 3Y return: 15.91% (bottom quartile). 3Y return: 18.79% (top quartile). 3Y return: 16.53% (lower mid). 3Y return: 17.37% (upper mid). 3Y return: 15.62% (bottom quartile). Point 7 1Y return: -0.18% (lower mid). 1Y return: 4.91% (top quartile). 1Y return: -1.97% (bottom quartile). 1Y return: 2.86% (upper mid). 1Y return: -5.21% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.83 (bottom quartile). Alpha: 6.09 (top quartile). Alpha: -1.94 (bottom quartile). Point 9 Sharpe: 0.86 (lower mid). Sharpe: 0.90 (upper mid). Sharpe: 0.48 (bottom quartile). Sharpe: 1.01 (top quartile). Sharpe: 0.42 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.58 (bottom quartile). Information ratio: -0.31 (lower mid). Information ratio: -0.71 (bottom quartile). HDFC Small Cap Fund
DSP Small Cap Fund
Franklin India Smaller Companies Fund
Sundaram Small Cap 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 ₹31.47
↓ -0.68 ₹1,107 -5 -1.8 7.2 20.2 13.6 3.5 Nippon India Multi Cap Fund Growth ₹272.007
↓ -5.84 ₹50,820 -9.3 -8.5 0.7 19.6 19.6 4.1 Motilal Oswal Multicap 35 Fund Growth ₹52.2618
↓ -1.08 ₹12,890 -13.6 -13.3 -8.8 19.5 10.9 -5.6 Mahindra Badhat Yojana Growth ₹32.9107
↓ -0.61 ₹6,174 -8.3 -4.4 2.9 18.9 16.7 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 Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Point 1 Bottom quartile AUM (₹382 Cr). Bottom quartile AUM (₹1,107 Cr). Highest AUM (₹50,820 Cr). Upper mid AUM (₹12,890 Cr). Lower mid AUM (₹6,174 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (11+ 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: 13.58% (lower mid). 5Y return: 19.61% (top quartile). 5Y return: 10.95% (bottom quartile). 5Y return: 16.74% (upper mid). Point 6 3Y return: 22.73% (top quartile). 3Y return: 20.22% (upper mid). 3Y return: 19.62% (lower mid). 3Y return: 19.50% (bottom quartile). 3Y return: 18.88% (bottom quartile). Point 7 1Y return: 13.54% (top quartile). 1Y return: 7.15% (upper mid). 1Y return: 0.67% (bottom quartile). 1Y return: -8.83% (bottom quartile). 1Y return: 2.86% (lower mid). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 1.47 (upper mid). Alpha: -11.42 (bottom quartile). Alpha: 2.49 (top quartile). Point 9 Sharpe: 1.01 (bottom quartile). Sharpe: 1.35 (top quartile). Sharpe: 1.02 (lower mid). Sharpe: 0.13 (bottom quartile). Sharpe: 1.15 (upper mid). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.52 (top quartile). Information ratio: 0.33 (lower mid). Information ratio: 0.39 (upper mid). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Nippon India 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 (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹47.1108
↓ -0.58 ₹4,175 -7.5 -8.1 2.8 21.8 16.6 -9.1 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 SBI Magnum Tax Gain Fund Growth ₹400.187
↓ -8.21 ₹32,171 -11.1 -6.5 -2.4 20.4 17.4 6.6 HDFC Tax Saver Fund Growth ₹1,281.46
↓ -24.16 ₹16,618 -11.6 -9.5 -2.2 17.9 17.4 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund SBI Magnum Tax Gain Fund HDFC Tax Saver Fund Point 1 Lower mid AUM (₹4,175 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹1,318 Cr). Highest AUM (₹32,171 Cr). Upper mid AUM (₹16,618 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Established history (25+ yrs). Established history (18+ yrs). Oldest track record among peers (30 yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 2★ (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: 16.57% (bottom quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (upper mid). 5Y return: 17.45% (top quartile). 5Y return: 17.38% (lower mid). Point 6 3Y return: 21.77% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (lower mid). 3Y return: 20.42% (bottom quartile). 3Y return: 17.86% (bottom quartile). Point 7 1Y return: 2.81% (lower mid). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: -2.40% (bottom quartile). 1Y return: -2.18% (bottom quartile). Point 8 Alpha: -3.97 (bottom quartile). Alpha: 1.78 (top quartile). Alpha: 1.75 (upper mid). Alpha: 0.04 (bottom quartile). Alpha: 1.08 (lower mid). Point 9 Sharpe: 0.64 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (top quartile). Sharpe: 0.99 (bottom quartile). Sharpe: 1.09 (lower mid). Point 10 Information ratio: 0.36 (lower mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 1.74 (top quartile). Information ratio: 1.04 (upper mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
SBI Magnum Tax Gain 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 ₹33.1798
↓ -0.51 ₹6,545 -0.4 4.8 10.8 31.4 26 11.3 Invesco India PSU Equity Fund Growth ₹61.42
↓ -1.32 ₹1,511 -5.9 -2.1 6.6 28.2 23.8 10.3 LIC MF Infrastructure Fund Growth ₹46.3317
↓ -0.98 ₹1,007 -5.8 -5.6 5.7 26.5 22.1 -3.7 SBI Healthcare Opportunities Fund Growth ₹421.305
↓ -2.01 ₹4,077 0.1 -1.1 1.6 25.7 17.7 -3.5 Franklin India Opportunities Fund Growth ₹233.173
↑ 5.01 ₹8,428 -10 -9.6 2.1 25.5 19.1 3.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund Invesco India PSU Equity Fund LIC MF Infrastructure Fund SBI Healthcare Opportunities Fund Franklin India Opportunities Fund Point 1 Upper mid AUM (₹6,545 Cr). Bottom quartile AUM (₹1,511 Cr). Bottom quartile AUM (₹1,007 Cr). Lower mid AUM (₹4,077 Cr). Highest AUM (₹8,428 Cr). Point 2 Established history (15+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (21+ yrs). Oldest track record among peers (26 yrs). Point 3 Rating: 2★ (lower mid). Top rated. Not Rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 26.04% (top quartile). 5Y return: 23.78% (upper mid). 5Y return: 22.15% (lower mid). 5Y return: 17.69% (bottom quartile). 5Y return: 19.07% (bottom quartile). Point 6 3Y return: 31.38% (top quartile). 3Y return: 28.16% (upper mid). 3Y return: 26.53% (lower mid). 3Y return: 25.71% (bottom quartile). 3Y return: 25.47% (bottom quartile). Point 7 1Y return: 10.78% (top quartile). 1Y return: 6.61% (upper mid). 1Y return: 5.74% (lower mid). 1Y return: 1.62% (bottom quartile). 1Y return: 2.15% (bottom quartile). Point 8 Alpha: 0.92 (lower mid). Alpha: -6.26 (bottom quartile). Alpha: 4.76 (top quartile). Alpha: -1.63 (bottom quartile). Alpha: 3.52 (upper mid). Point 9 Sharpe: 1.90 (top quartile). Sharpe: 1.47 (upper mid). Sharpe: 1.13 (bottom quartile). Sharpe: 0.55 (bottom quartile). Sharpe: 1.33 (lower mid). Point 10 Information ratio: -0.27 (bottom quartile). Information ratio: -0.78 (bottom quartile). Information ratio: 0.34 (upper mid). Information ratio: -0.25 (lower mid). Information ratio: 1.49 (top quartile). SBI PSU Fund
Invesco India PSU Equity Fund
LIC MF Infrastructure Fund
SBI Healthcare Opportunities Fund
Franklin India Opportunities Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Value Fund Growth ₹206.21
↓ -4.29 ₹9,034 -10.7 -7.4 -1.4 20.3 16.8 4.2 Aditya Birla Sun Life Pure Value Fund Growth ₹116.554
↓ -2.55 ₹6,259 -9.6 -3.5 0.5 18.8 15.1 2.6 ICICI Prudential Value Discovery Fund Growth ₹445.49
↓ -6.68 ₹60,571 -10.3 -4.7 1.7 18.3 18.6 13.8 Tata Equity PE Fund Growth ₹324.117
↓ -5.48 ₹8,774 -10.5 -4.8 0.3 17.5 14.9 3.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹120.565
↓ -2.04 ₹8,774 -10.5 -4.8 0.3 17.5 14.8 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Value Fund Aditya Birla Sun Life Pure Value Fund ICICI Prudential Value Discovery Fund Tata Equity PE Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Point 1 Upper mid AUM (₹9,034 Cr). Bottom quartile AUM (₹6,259 Cr). Highest AUM (₹60,571 Cr). Lower mid AUM (₹8,774 Cr). Bottom quartile AUM (₹8,774 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). 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: 16.76% (upper mid). 5Y return: 15.07% (lower mid). 5Y return: 18.60% (top quartile). 5Y return: 14.86% (bottom quartile). 5Y return: 14.81% (bottom quartile). Point 6 3Y return: 20.27% (top quartile). 3Y return: 18.80% (upper mid). 3Y return: 18.25% (lower mid). 3Y return: 17.49% (bottom quartile). 3Y return: 17.45% (bottom quartile). Point 7 1Y return: -1.44% (bottom quartile). 1Y return: 0.53% (upper mid). 1Y return: 1.73% (top quartile). 1Y return: 0.33% (bottom quartile). 1Y return: 0.33% (lower mid). Point 8 Alpha: -0.10 (bottom quartile). Alpha: 0.13 (upper mid). Alpha: 2.51 (top quartile). Alpha: 0.08 (lower mid). Alpha: 0.08 (bottom quartile). Point 9 Sharpe: 0.99 (bottom quartile). Sharpe: 0.96 (bottom quartile). Sharpe: 1.27 (top quartile). Sharpe: 1.00 (upper mid). Sharpe: 1.00 (lower mid). Point 10 Information ratio: 1.57 (top quartile). Information ratio: 0.56 (bottom quartile). Information ratio: 0.65 (upper mid). Information ratio: 0.62 (lower mid). Information ratio: 0.60 (bottom quartile). Nippon India Value Fund
Aditya Birla Sun Life Pure Value Fund
ICICI Prudential Value Discovery Fund
Tata Equity PE Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
ਚੋਟੀ ਦੇ 5 ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹84.92
↓ -1.97 ₹15,145 -13.1 -7.3 1.4 19.5 16.9 15.4 HDFC Focused 30 Fund Growth ₹213.653
↓ -3.82 ₹27,136 -10 -7.9 -0.3 18.3 19.6 10.9 SBI Focused Equity Fund Growth ₹342.53
↓ -7.85 ₹43,311 -8.4 -1.8 6.8 17.3 14 15.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 DSP Focus Fund Growth ₹49.114
↓ -0.96 ₹2,607 -12.6 -7.8 -4.5 16.7 11.2 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund SBI Focused Equity Fund Sundaram Select Focus Fund DSP Focus Fund Point 1 Lower mid AUM (₹15,145 Cr). Upper mid AUM (₹27,136 Cr). Highest AUM (₹43,311 Cr). Bottom quartile AUM (₹1,354 Cr). Bottom quartile AUM (₹2,607 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Established history (15+ 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: 16.88% (lower mid). 5Y return: 19.59% (top quartile). 5Y return: 13.98% (bottom quartile). 5Y return: 17.29% (upper mid). 5Y return: 11.15% (bottom quartile). Point 6 3Y return: 19.51% (top quartile). 3Y return: 18.34% (upper mid). 3Y return: 17.31% (lower mid). 3Y return: 17.03% (bottom quartile). 3Y return: 16.66% (bottom quartile). Point 7 1Y return: 1.36% (lower mid). 1Y return: -0.32% (bottom quartile). 1Y return: 6.80% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: -4.50% (bottom quartile). Point 8 Alpha: 4.93 (upper mid). Alpha: 3.77 (lower mid). Alpha: 5.02 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: -1.19 (bottom quartile). Point 9 Sharpe: 1.41 (bottom quartile). Sharpe: 1.45 (lower mid). Sharpe: 1.50 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: 0.82 (bottom quartile). Point 10 Information ratio: 1.38 (top quartile). Information ratio: 0.94 (upper mid). Information ratio: 0.33 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.24 (bottom quartile). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
Sundaram Select Focus Fund
DSP Focus Fund
ਸਰਵੋਤਮ ਕਰਜ਼ਾ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਤਰਲ, ਅਲਟਰਾ ਸ਼ਾਰਟ, ਸ਼ਾਰਟ ਟਰਮ, GILT, ਕ੍ਰੈਡਿਟ ਰਿਸਕ ਅਤੇ ਕਾਰਪੋਰੇਟ ਕਰਜ਼ਾ ਤੋਂਕਰਜ਼ਾ.
ਚੋਟੀ ਦੇ 5 ਅਲਟਰਾ ਸ਼ਾਰਟ ਟਰਮ ਡੈਬਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹572.749
↑ 0.41 ₹21,467 1.2 2.8 6.8 7.3 7.4 7.14% 5M 23D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹28.9075
↑ 0.03 ₹14,897 1.3 2.8 6.5 7 7.1 7.11% 5M 8D 6M 14D SBI Magnum Ultra Short Duration Fund Growth ₹6,232.84
↑ 5.49 ₹13,685 1.3 2.8 6.4 7 7 6.47% 4M 13D 6M Invesco India Ultra Short Term Fund Growth ₹2,807.9
↑ 1.56 ₹1,292 1.2 2.6 6.2 6.9 6.8 6.95% 5M 2D 5M 10D Kotak Savings Fund Growth ₹44.6959
↑ 0.05 ₹16,105 1.3 2.8 6.3 6.9 6.8 7.12% 5M 23D 6M 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 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 (₹21,467 Cr). Lower mid AUM (₹14,897 Cr). Bottom quartile AUM (₹13,685 Cr). Bottom quartile AUM (₹1,292 Cr). Upper mid AUM (₹16,105 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: 6.77% (top quartile). 1Y return: 6.54% (upper mid). 1Y return: 6.44% (lower mid). 1Y return: 6.20% (bottom quartile). 1Y return: 6.35% (bottom quartile). Point 6 1M return: 0.28% (bottom quartile). 1M return: 0.31% (lower mid). 1M return: 0.33% (upper mid). 1M return: 0.31% (bottom quartile). 1M return: 0.36% (top quartile). Point 7 Sharpe: 2.39 (top quartile). Sharpe: 2.28 (upper mid). Sharpe: 2.26 (lower mid). Sharpe: 1.54 (bottom quartile). Sharpe: 1.80 (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): 7.14% (top quartile). Yield to maturity (debt): 7.11% (lower mid). Yield to maturity (debt): 6.47% (bottom quartile). Yield to maturity (debt): 6.95% (bottom quartile). Yield to maturity (debt): 7.12% (upper mid). Point 10 Modified duration: 0.48 yrs (bottom quartile). Modified duration: 0.44 yrs (lower mid). Modified duration: 0.37 yrs (top quartile). Modified duration: 0.42 yrs (upper mid). Modified duration: 0.48 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 ₹33.1676
↓ -0.02 ₹17,271 0.5 2 6.1 7.4 7.8 7.25% 2Y 4M 2D 3Y 5M 8D ICICI Prudential Short Term Fund Growth ₹62.4304
↓ -0.05 ₹21,510 0.5 2.1 6.3 7.4 8 7.41% 2Y 8M 23D 4Y 6M 11D Nippon India Short Term Fund Growth ₹54.6362
↓ -0.04 ₹8,367 0.5 1.9 6.1 7.2 7.9 7.28% 2Y 5M 23D 3Y Axis Short Term Fund Growth ₹32.0294
↓ -0.02 ₹11,860 0.5 1.9 6.2 7.2 8.1 7.22% 2Y 2M 1D 2Y 9M 7D 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 (₹17,271 Cr). Highest AUM (₹21,510 Cr). Bottom quartile AUM (₹8,367 Cr). Lower mid AUM (₹11,860 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: 6.14% (bottom quartile). 1Y return: 6.30% (upper mid). 1Y return: 6.10% (bottom quartile). 1Y return: 6.22% (lower mid). Point 6 1M return: 192.10% (top quartile). 1M return: -0.30% (lower mid). 1M return: -0.30% (upper mid). 1M return: -0.47% (bottom quartile). 1M return: -0.37% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.08 (lower mid). Sharpe: 1.37 (top quartile). Sharpe: 1.03 (bottom quartile). Sharpe: 1.22 (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): 7.25% (lower mid). Yield to maturity (debt): 7.41% (top quartile). Yield to maturity (debt): 7.28% (upper mid). Yield to maturity (debt): 7.22% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.34 yrs (lower mid). Modified duration: 2.73 yrs (bottom quartile). Modified duration: 2.48 yrs (bottom quartile). Modified duration: 2.17 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 ₹3,034.31
↑ 0.62 ₹43,636 0.4 1.5 2.9 6.1 6.6 6.36% 1M 11D 1M 14D Edelweiss Liquid Fund Growth ₹3,484.51
↑ 0.69 ₹10,631 0.4 1.4 2.9 6.1 6.5 6.04% 1M 6D 1M 6D Canara Robeco Liquid Growth ₹3,279.41
↑ 0.65 ₹6,538 0.4 1.4 2.9 6.1 6.5 6.05% 29D 1M 1D UTI Liquid Cash Plan Growth ₹4,469.85
↑ 0.91 ₹27,263 0.4 1.4 2.9 6.1 6.5 6.03% 1M 2D 1M 2D Tata Liquid Fund Growth ₹4,291.46
↑ 0.84 ₹33,869 0.4 1.5 2.9 6.1 6.5 6.21% 1M 7D 1M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 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 (₹43,636 Cr). Bottom quartile AUM (₹10,631 Cr). Bottom quartile AUM (₹6,538 Cr). Lower mid AUM (₹27,263 Cr). Upper mid AUM (₹33,869 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: 6.14% (top quartile). 1Y return: 6.13% (upper mid). 1Y return: 6.12% (bottom quartile). 1Y return: 6.11% (bottom quartile). 1Y return: 6.12% (lower mid). Point 6 1M return: 0.44% (lower mid). 1M return: 0.43% (bottom quartile). 1M return: 0.44% (upper mid). 1M return: 0.43% (bottom quartile). 1M return: 0.44% (top quartile). Point 7 Sharpe: 2.99 (upper mid). Sharpe: 3.00 (top quartile). Sharpe: 2.55 (bottom quartile). Sharpe: 2.88 (lower mid). Sharpe: 2.84 (bottom quartile). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.50 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.36% (top quartile). Yield to maturity (debt): 6.04% (bottom quartile). Yield to maturity (debt): 6.05% (lower mid). Yield to maturity (debt): 6.03% (bottom quartile). Yield to maturity (debt): 6.21% (upper mid). Point 10 Modified duration: 0.12 yrs (bottom quartile). Modified duration: 0.10 yrs (lower mid). Modified duration: 0.08 yrs (top quartile). Modified duration: 0.09 yrs (upper mid). Modified duration: 0.10 yrs (bottom quartile). Axis Liquid Fund
Edelweiss Liquid Fund
Canara Robeco Liquid
UTI Liquid Cash Plan
Tata Liquid Fund
ਚੋਟੀ ਦੇ 5 ਬੈਂਕਿੰਗ ਅਤੇ PSU ਕਰਜ਼ਾ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹33.8035
↓ -0.03 ₹9,293 0.3 1.9 5.7 7.2 7.6 7.21% 3Y 3M 22D 5Y 11M 8D Kotak Banking and PSU Debt fund Growth ₹67.5866
↓ -0.03 ₹5,409 0.4 2.1 5.9 7.1 7.7 7.17% 3Y 2M 8D 4Y 14D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹377.158
↓ -0.23 ₹8,991 0.2 1.6 5.4 6.9 7.3 7.13% 3Y 3M 4D 4Y 6M 7D HDFC Banking and PSU Debt Fund Growth ₹23.6545
↓ -0.02 ₹5,599 0.1 1.5 5.3 6.9 7.5 7.14% 3Y 1M 6D 4Y 4M 2D Nippon India Banking & PSU Debt Fund Growth ₹21.3032
↓ -0.02 ₹5,294 0.1 1.3 5.1 6.8 7.3 7.08% 3Y 2M 19D 4Y 1M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Banking and PSU Debt Fund Kotak Banking and PSU Debt fund Aditya Birla Sun Life Banking & PSU Debt Fund HDFC Banking and PSU Debt Fund Nippon India Banking & PSU Debt Fund Point 1 Highest AUM (₹9,293 Cr). Bottom quartile AUM (₹5,409 Cr). Upper mid AUM (₹8,991 Cr). Lower mid AUM (₹5,599 Cr). Bottom quartile AUM (₹5,294 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (27 yrs). Established history (17+ yrs). Established history (12+ yrs). Established history (10+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Top rated. Not Rated. Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 5.68% (upper mid). 1Y return: 5.87% (top quartile). 1Y return: 5.35% (lower mid). 1Y return: 5.30% (bottom quartile). 1Y return: 5.12% (bottom quartile). Point 6 1M return: -0.53% (lower mid). 1M return: -0.43% (top quartile). 1M return: -0.45% (upper mid). 1M return: -0.64% (bottom quartile). 1M return: -0.58% (bottom quartile). Point 7 Sharpe: 0.96 (top quartile). Sharpe: 0.85 (upper mid). Sharpe: 0.56 (bottom quartile). Sharpe: 0.66 (lower mid). Sharpe: 0.54 (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): 7.21% (top quartile). Yield to maturity (debt): 7.17% (upper mid). Yield to maturity (debt): 7.13% (bottom quartile). Yield to maturity (debt): 7.14% (lower mid). Yield to maturity (debt): 7.08% (bottom quartile). Point 10 Modified duration: 3.31 yrs (bottom quartile). Modified duration: 3.19 yrs (upper mid). Modified duration: 3.26 yrs (bottom quartile). Modified duration: 3.10 yrs (top quartile). Modified duration: 3.22 yrs (lower mid). ICICI Prudential Banking and PSU Debt Fund
Kotak Banking and PSU Debt fund
Aditya Birla Sun Life Banking & PSU Debt Fund
HDFC Banking and 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 ₹50.6513
↓ -0.02 ₹225 -0.3 1 5.1 14.1 21 7.46% 2Y 2M 1D 2Y 11M 19D Aditya Birla Sun Life Credit Risk Fund Growth ₹24.276
↓ -0.04 ₹1,175 4.4 6.3 12 11.7 13.4 7.96% 2Y 4D 2Y 7M 6D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹1,996.49
↓ -0.64 ₹162 0.7 2.1 5.7 9.1 9.2 7.12% 1Y 8M 8D 2Y 1M 17D Nippon India Credit Risk Fund Growth ₹36.7252
↓ -0.01 ₹1,059 1.2 2.9 7.8 8.3 8.9 8.72% 1Y 11M 23D 2Y 4M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 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 (₹225 Cr). Highest AUM (₹1,175 Cr). Bottom quartile AUM (₹104 Cr). Bottom quartile AUM (₹162 Cr). Upper mid AUM (₹1,059 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: 5.10% (bottom quartile). 1Y return: 11.98% (top quartile). 1Y return: 7.45% (lower mid). 1Y return: 5.73% (bottom quartile). 1Y return: 7.84% (upper mid). Point 6 1M return: 0.48% (upper mid). 1M return: -0.39% (bottom quartile). 1M return: 0.91% (top quartile). 1M return: -0.06% (lower mid). 1M return: -0.16% (bottom quartile). Point 7 Sharpe: 0.87 (bottom quartile). Sharpe: 2.39 (upper mid). Sharpe: 0.29 (bottom quartile). Sharpe: 1.01 (lower mid). Sharpe: 2.51 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.46% (lower mid). Yield to maturity (debt): 7.96% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.12% (bottom quartile). Yield to maturity (debt): 8.72% (top quartile). Point 10 Modified duration: 2.17 yrs (bottom quartile). Modified duration: 2.01 yrs (bottom quartile). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.69 yrs (upper mid). Modified duration: 1.98 yrs (lower 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 ICICI Prudential Corporate Bond Fund Growth ₹30.9181
↓ -0.03 ₹31,713 0.4 2 6.1 7.5 8 7.26% 3Y 5M 1D 6Y Franklin India Corporate Debt Fund Growth ₹103.434
↓ -0.13 ₹1,350 0.7 2.2 7.7 7.4 9.1 7.43% 2Y 11M 5D 6Y 4M 19D BNP Paribas Corporate Bond Fund Growth ₹28.4066
↓ -0.02 ₹358 0.3 1.7 6.3 7.4 8.3 7.08% 2Y 9M 4D 3Y 6M 18D Nippon India Prime Debt Fund Growth ₹61.8449
↓ -0.05 ₹8,950 0.3 1.6 5.7 7.4 7.8 7.19% 2Y 9M 11D 3Y 5M 1D Kotak Corporate Bond Fund Standard Growth ₹3,893.68
↓ -2.98 ₹17,275 0.3 1.6 5.7 7.3 7.8 7.29% 2Y 11M 26D 4Y 1M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Corporate Bond Fund Franklin India Corporate Debt Fund BNP Paribas Corporate Bond Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard Point 1 Highest AUM (₹31,713 Cr). Bottom quartile AUM (₹1,350 Cr). Bottom quartile AUM (₹358 Cr). Lower mid AUM (₹8,950 Cr). Upper mid AUM (₹17,275 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (28 yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 6.14% (lower mid). 1Y return: 7.71% (top quartile). 1Y return: 6.32% (upper mid). 1Y return: 5.70% (bottom quartile). 1Y return: 5.75% (bottom quartile). Point 6 1M return: -0.42% (upper mid). 1M return: -0.28% (top quartile). 1M return: -0.52% (bottom quartile). 1M return: -0.52% (lower mid). 1M return: -0.54% (bottom quartile). Point 7 Sharpe: 1.26 (upper mid). Sharpe: 1.35 (top quartile). Sharpe: 1.01 (lower mid). Sharpe: 0.79 (bottom quartile). Sharpe: 0.87 (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): 7.26% (lower mid). Yield to maturity (debt): 7.43% (top quartile). Yield to maturity (debt): 7.08% (bottom quartile). Yield to maturity (debt): 7.19% (bottom quartile). Yield to maturity (debt): 7.29% (upper mid). Point 10 Modified duration: 3.42 yrs (bottom quartile). Modified duration: 2.93 yrs (lower mid). Modified duration: 2.76 yrs (top quartile). Modified duration: 2.78 yrs (upper mid). Modified duration: 2.99 yrs (bottom quartile). ICICI Prudential Corporate Bond Fund
Franklin India Corporate Debt Fund
BNP Paribas Corporate Bond Fund
Nippon India Prime Debt Fund
Kotak Corporate Bond Fund Standard
ਚੋਟੀ ਦੇ 5 ਗਿਲਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹103.71
↓ -0.58 ₹9,216 -0.9 0 3.1 6.8 6.8 7.39% 8Y 11M 26D 20Y 8M 19D Axis Gilt Fund Growth ₹25.6352
↓ -0.12 ₹588 -0.6 0.2 1.8 6.6 5.2 7.11% 8Y 3M 11D 18Y 7M 17D Bandhan Government Securities Fund - Investment Plan Growth ₹35.7044
↓ -0.05 ₹1,949 0.9 1.8 2.1 6.6 3.7 5.77% 1Y 2M 19D 2Y 2M 16D UTI Gilt Fund Growth ₹63.8384
↓ -0.18 ₹528 0.6 1.8 3.1 6.6 5.1 6.71% 6Y 8M 23D 15Y 2M 16D SBI Magnum Gilt Fund Growth ₹66.2444
↓ -0.23 ₹9,992 -0.2 0.2 1.8 6.4 4.5 6.6% 5Y 2M 5D 13Y 9M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund Bandhan Government Securities Fund - Investment Plan UTI Gilt Fund SBI Magnum Gilt Fund Point 1 Upper mid AUM (₹9,216 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹1,949 Cr). Bottom quartile AUM (₹528 Cr). Highest AUM (₹9,992 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (17+ yrs). Established history (24+ yrs). Established history (25+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 3.11% (upper mid). 1Y return: 1.80% (bottom quartile). 1Y return: 2.14% (lower mid). 1Y return: 3.12% (top quartile). 1Y return: 1.76% (bottom quartile). Point 6 1M return: -1.87% (bottom quartile). 1M return: -1.68% (bottom quartile). 1M return: 0.08% (top quartile). 1M return: -0.79% (upper mid). 1M return: -1.03% (lower mid). Point 7 Sharpe: 0.31 (top quartile). Sharpe: 0.05 (lower mid). Sharpe: -0.15 (bottom quartile). Sharpe: 0.07 (upper mid). Sharpe: -0.15 (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): 7.39% (top quartile). Yield to maturity (debt): 7.11% (upper mid). Yield to maturity (debt): 5.77% (bottom quartile). Yield to maturity (debt): 6.71% (lower mid). Yield to maturity (debt): 6.60% (bottom quartile). Point 10 Modified duration: 8.99 yrs (bottom quartile). Modified duration: 8.28 yrs (bottom quartile). Modified duration: 1.22 yrs (top quartile). Modified duration: 6.73 yrs (lower mid). Modified duration: 5.18 yrs (upper mid). ICICI Prudential Gilt Fund
Axis Gilt Fund
Bandhan Government Securities Fund - Investment Plan
UTI Gilt Fund
SBI Magnum Gilt Fund
ਸਰਵੋਤਮ ਹਾਈਬ੍ਰਿਡ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਹਮਲਾਵਰ, ਕੰਜ਼ਰਵੇਟਿਵ, ਆਰਬਿਟਰੇਜ, ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ, ਮਲਟੀ ਐਸੇਟ, ਇਕੁਇਟੀ ਸੇਵਿੰਗਸ ਅਤੇ ਹੱਲ ਮੁਖੀਹਾਈਬ੍ਰਿਡ ਸਕੀਮਾਂ।
ਚੋਟੀ ਦੇ 5 ਸੰਤੁਲਿਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹36.25
↓ -0.57 ₹1,360 -5 -3 3.9 18.3 16.5 -0.9 ICICI Prudential Multi-Asset Fund Growth ₹777.402
↑ 12.07 ₹83,045 -5.1 -0.1 8.1 18 19.1 18.6 UTI Multi Asset Fund Growth ₹73.2789
↓ -1.24 ₹6,944 -7.8 -1.4 4.6 17.5 13 11.1 SBI Multi Asset Allocation Fund Growth ₹63.0588
↓ -0.77 ₹16,367 -4 4.2 14.2 17.4 14 18.6 ICICI Prudential Equity and Debt Fund Growth ₹381.43
↓ -5.73 ₹50,205 -6.9 -4 3.3 17.4 17.8 13.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund SBI Multi Asset Allocation Fund ICICI Prudential Equity and Debt Fund Point 1 Bottom quartile AUM (₹1,360 Cr). Highest AUM (₹83,045 Cr). Bottom quartile AUM (₹6,944 Cr). Lower mid AUM (₹16,367 Cr). Upper mid AUM (₹50,205 Cr). Point 2 Established history (9+ yrs). Established history (23+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (26 yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 16.50% (lower mid). 5Y return: 19.05% (top quartile). 5Y return: 13.02% (bottom quartile). 5Y return: 14.00% (bottom quartile). 5Y return: 17.81% (upper mid). Point 6 3Y return: 18.27% (top quartile). 3Y return: 18.04% (upper mid). 3Y return: 17.45% (lower mid). 3Y return: 17.45% (bottom quartile). 3Y return: 17.44% (bottom quartile). Point 7 1Y return: 3.87% (bottom quartile). 1Y return: 8.11% (upper mid). 1Y return: 4.61% (lower mid). 1Y return: 14.20% (top quartile). 1Y return: 3.31% (bottom quartile). Point 8 1M return: -5.40% (top quartile). 1M return: -5.87% (upper mid). 1M return: -7.63% (bottom quartile). 1M return: -6.18% (lower mid). 1M return: -6.29% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 3.49 (top quartile). Point 10 Sharpe: 1.04 (bottom quartile). Sharpe: 2.37 (upper mid). Sharpe: 1.86 (lower mid). Sharpe: 3.60 (top quartile). Sharpe: 1.45 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
SBI Multi Asset Allocation Fund
ICICI Prudential 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 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹36.25
↓ -0.57 ₹1,360 -5 -3 3.9 18.3 16.5 -0.9 ICICI Prudential Equity and Debt Fund Growth ₹381.43
↓ -5.73 ₹50,205 -6.9 -4 3.3 17.4 17.8 13.3 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 ₹107.799
↓ -2.09 ₹735 -10.2 -9 -5.1 15.5 13.2 -3.1 UTI Hybrid Equity Fund Growth ₹382.43
↓ -5.80 ₹6,663 -8.6 -3.8 0.3 14.7 13.4 6.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund Sundaram Equity Hybrid Fund JM Equity Hybrid Fund UTI Hybrid Equity Fund Point 1 Bottom quartile AUM (₹1,360 Cr). Highest AUM (₹50,205 Cr). Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹735 Cr). Upper mid AUM (₹6,663 Cr). Point 2 Established history (9+ yrs). Established history (26+ yrs). Established history (25+ yrs). Oldest track record among peers (31 yrs). Established history (31+ yrs). Point 3 Not Rated. Top 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: 16.50% (upper mid). 5Y return: 17.81% (top quartile). 5Y return: 14.20% (lower mid). 5Y return: 13.24% (bottom quartile). 5Y return: 13.39% (bottom quartile). Point 6 3Y return: 18.27% (top quartile). 3Y return: 17.44% (upper mid). 3Y return: 16.03% (lower mid). 3Y return: 15.48% (bottom quartile). 3Y return: 14.68% (bottom quartile). Point 7 1Y return: 3.87% (upper mid). 1Y return: 3.31% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: -5.08% (bottom quartile). 1Y return: 0.28% (bottom quartile). Point 8 1M return: -5.40% (upper mid). 1M return: -6.29% (lower mid). 1M return: 1.80% (top quartile). 1M return: -7.44% (bottom quartile). 1M return: -6.93% (bottom quartile). Point 9 Alpha: 0.00 (lower mid). Alpha: 3.49 (upper mid). Alpha: 5.81 (top quartile). Alpha: -6.31 (bottom quartile). Alpha: -0.58 (bottom quartile). Point 10 Sharpe: 1.04 (lower mid). Sharpe: 1.45 (upper mid). Sharpe: 2.64 (top quartile). Sharpe: 0.19 (bottom quartile). Sharpe: 0.90 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential 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 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹36.25
↓ -0.57 ₹1,360 -5 -3 3.9 18.3 16.5 -0.9 ICICI Prudential Multi-Asset Fund Growth ₹777.402
↑ 12.07 ₹83,045 -5.1 -0.1 8.1 18 19.1 18.6 UTI Multi Asset Fund Growth ₹73.2789
↓ -1.24 ₹6,944 -7.8 -1.4 4.6 17.5 13 11.1 SBI Multi Asset Allocation Fund Growth ₹63.0588
↓ -0.77 ₹16,367 -4 4.2 14.2 17.4 14 18.6 ICICI Prudential Equity and Debt Fund Growth ₹381.43
↓ -5.73 ₹50,205 -6.9 -4 3.3 17.4 17.8 13.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund SBI Multi Asset Allocation Fund ICICI Prudential Equity and Debt Fund Point 1 Bottom quartile AUM (₹1,360 Cr). Highest AUM (₹83,045 Cr). Bottom quartile AUM (₹6,944 Cr). Lower mid AUM (₹16,367 Cr). Upper mid AUM (₹50,205 Cr). Point 2 Established history (9+ yrs). Established history (23+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (26 yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 16.50% (lower mid). 5Y return: 19.05% (top quartile). 5Y return: 13.02% (bottom quartile). 5Y return: 14.00% (bottom quartile). 5Y return: 17.81% (upper mid). Point 6 3Y return: 18.27% (top quartile). 3Y return: 18.04% (upper mid). 3Y return: 17.45% (lower mid). 3Y return: 17.45% (bottom quartile). 3Y return: 17.44% (bottom quartile). Point 7 1Y return: 3.87% (bottom quartile). 1Y return: 8.11% (upper mid). 1Y return: 4.61% (lower mid). 1Y return: 14.20% (top quartile). 1Y return: 3.31% (bottom quartile). Point 8 1M return: -5.40% (top quartile). 1M return: -5.87% (upper mid). 1M return: -7.63% (bottom quartile). 1M return: -6.18% (lower mid). 1M return: -6.29% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 3.49 (top quartile). Point 10 Sharpe: 1.04 (bottom quartile). Sharpe: 2.37 (upper mid). Sharpe: 1.86 (lower mid). Sharpe: 3.60 (top quartile). Sharpe: 1.45 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
SBI Multi Asset Allocation Fund
ICICI Prudential 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 ₹39.1219
↑ 0.03 ₹71,265 1.6 3.1 6.3 7.2 6.1 6.4 SBI Arbitrage Opportunities Fund Growth ₹35.3143
↑ 0.02 ₹44,393 1.6 3.1 6.4 7.2 6.2 6.5 UTI Arbitrage Fund Growth ₹36.5985
↑ 0.02 ₹11,070 1.6 3.1 6.4 7.1 6 6.5 Invesco India Arbitrage Fund Growth ₹33.323
↑ 0.02 ₹28,527 1.6 3.1 6.3 7.1 6.2 6.5 ICICI Prudential Equity Arbitrage Fund Growth ₹35.821
↑ 0.03 ₹32,989 1.6 3.1 6.3 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 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund SBI Arbitrage Opportunities Fund UTI Arbitrage Fund Invesco India Arbitrage Fund ICICI Prudential Equity Arbitrage Fund Point 1 Highest AUM (₹71,265 Cr). Upper mid AUM (₹44,393 Cr). Bottom quartile AUM (₹11,070 Cr). Bottom quartile AUM (₹28,527 Cr). Lower mid AUM (₹32,989 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: 2★ (bottom quartile). Rating: 3★ (lower mid). 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: 6.15% (lower mid). 5Y return: 6.17% (top quartile). 5Y return: 6.00% (bottom quartile). 5Y return: 6.16% (upper mid). 5Y return: 5.99% (bottom quartile). Point 6 3Y return: 7.21% (top quartile). 3Y return: 7.15% (upper mid). 3Y return: 7.15% (lower mid). 3Y return: 7.12% (bottom quartile). 3Y return: 7.08% (bottom quartile). Point 7 1Y return: 6.30% (bottom quartile). 1Y return: 6.41% (top quartile). 1Y return: 6.38% (upper mid). 1Y return: 6.32% (bottom quartile). 1Y return: 6.34% (lower mid). Point 8 1M return: 0.48% (upper mid). 1M return: 0.50% (top quartile). 1M return: 0.44% (lower mid). 1M return: 0.43% (bottom quartile). 1M return: 0.38% (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: 1.29 (bottom quartile). Sharpe: 1.76 (top quartile). Sharpe: 1.70 (upper mid). Sharpe: 1.61 (bottom quartile). Sharpe: 1.66 (lower mid). Kotak Equity Arbitrage Fund
SBI Arbitrage Opportunities Fund
UTI Arbitrage 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 ₹21.7843
↑ 0.01 ₹120 1.1 2.6 11.1 13.8 13.2 14.1 Axis Dynamic Equity Fund Growth ₹20.28
↓ -0.28 ₹3,799 -6.2 -2.4 0.7 13.3 9.9 7 DSP Dynamic Asset Allocation Fund Growth ₹27.266
↓ -0.20 ₹3,732 -4.2 -1.1 3 12 8.2 8.7 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹103.65
↓ -1.12 ₹9,104 -5.7 -1.9 3.4 11.9 9.8 10.1 ICICI Prudential Balanced Advantage Fund Growth ₹72.82
↓ -1.03 ₹71,151 -6 -2.6 4.9 11.9 10.6 12.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund Axis Dynamic Equity Fund DSP Dynamic Asset Allocation Fund Aditya Birla Sun Life Balanced Advantage Fund ICICI Prudential Balanced Advantage Fund Point 1 Bottom quartile AUM (₹120 Cr). Lower mid AUM (₹3,799 Cr). Bottom quartile AUM (₹3,732 Cr). Upper mid AUM (₹9,104 Cr). Highest AUM (₹71,151 Cr). Point 2 Established history (11+ yrs). Established history (8+ yrs). Established history (12+ yrs). Oldest track record among peers (25 yrs). Established history (19+ yrs). Point 3 Not Rated. Not Rated. Rating: 1★ (lower mid). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.22% (top quartile). 5Y return: 9.93% (lower mid). 5Y return: 8.16% (bottom quartile). 5Y return: 9.76% (bottom quartile). 5Y return: 10.60% (upper mid). Point 6 3Y return: 13.76% (top quartile). 3Y return: 13.31% (upper mid). 3Y return: 11.98% (lower mid). 3Y return: 11.95% (bottom quartile). 3Y return: 11.94% (bottom quartile). Point 7 1Y return: 11.10% (top quartile). 1Y return: 0.70% (bottom quartile). 1Y return: 2.99% (bottom quartile). 1Y return: 3.35% (lower mid). 1Y return: 4.85% (upper mid). Point 8 1M return: 0.07% (top quartile). 1M return: -5.23% (bottom quartile). 1M return: -3.60% (upper mid). 1M return: -4.85% (lower mid). 1M return: -5.40% (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: 1.73 (top quartile). Sharpe: 0.79 (bottom quartile). Sharpe: 1.07 (bottom quartile). Sharpe: 1.19 (lower mid). Sharpe: 1.71 (upper mid). Franklin India Multi - Asset Solution Fund
Axis Dynamic Equity Fund
DSP Dynamic Asset Allocation Fund
Aditya Birla Sun Life Balanced Advantage Fund
ICICI Prudential 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 ₹777.402
↑ 12.07 ₹83,045 -5.1 -0.1 8.1 18 19.1 18.6 UTI Multi Asset Fund Growth ₹73.2789
↓ -1.24 ₹6,944 -7.8 -1.4 4.6 17.5 13 11.1 SBI Multi Asset Allocation Fund Growth ₹63.0588
↓ -0.77 ₹16,367 -4 4.2 14.2 17.4 14 18.6 Edelweiss Multi Asset Allocation Fund Growth ₹59.73
↓ -0.94 ₹3,546 -6.6 -4.9 1.6 15.3 14.1 6 Axis Triple Advantage Fund Growth ₹42.5121
↑ 0.66 ₹2,175 -4 2.6 13.1 15.3 11 15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund SBI Multi Asset Allocation Fund Edelweiss Multi Asset Allocation Fund Axis Triple Advantage Fund Point 1 Highest AUM (₹83,045 Cr). Lower mid AUM (₹6,944 Cr). Upper mid AUM (₹16,367 Cr). Bottom quartile AUM (₹3,546 Cr). Bottom quartile AUM (₹2,175 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (15+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). 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: 19.05% (top quartile). 5Y return: 13.02% (bottom quartile). 5Y return: 14.00% (lower mid). 5Y return: 14.11% (upper mid). 5Y return: 11.03% (bottom quartile). Point 6 3Y return: 18.04% (top quartile). 3Y return: 17.45% (upper mid). 3Y return: 17.45% (lower mid). 3Y return: 15.35% (bottom quartile). 3Y return: 15.31% (bottom quartile). Point 7 1Y return: 8.11% (lower mid). 1Y return: 4.61% (bottom quartile). 1Y return: 14.20% (top quartile). 1Y return: 1.59% (bottom quartile). 1Y return: 13.07% (upper mid). Point 8 1M return: -5.87% (upper mid). 1M return: -7.63% (bottom quartile). 1M return: -6.18% (lower mid). 1M return: -5.79% (top quartile). 1M return: -7.02% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.88 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.37 (lower mid). Sharpe: 1.86 (bottom quartile). Sharpe: 3.60 (upper mid). Sharpe: 0.88 (bottom quartile). Sharpe: 3.65 (top quartile). ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
SBI Multi Asset Allocation Fund
Edelweiss Multi Asset Allocation Fund
Axis Triple Advantage 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 ₹23.9858
↓ -0.08 ₹5,731 -1.5 0.6 5.5 11.2 8.9 5 Edelweiss Equity Savings Fund Growth ₹25.494
↓ -0.15 ₹1,270 -2.2 0 5.7 10.8 8.8 8 Kotak Equity Savings Fund Growth ₹26.1857
↓ -0.17 ₹9,853 -3.6 -1.3 5 10.4 9.4 7.9 Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Aditya Birla Sun Life Equity Savings Fund Growth ₹22.47
↓ -0.09 ₹1,076 -1.5 1 6.2 9.7 7 9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Equity Savings Fund Edelweiss Equity Savings Fund Kotak Equity Savings Fund Tata Equity Savings Fund Aditya Birla Sun Life Equity Savings Fund Point 1 Upper mid AUM (₹5,731 Cr). Lower mid AUM (₹1,270 Cr). Highest AUM (₹9,853 Cr). Bottom quartile AUM (₹285 Cr). Bottom quartile AUM (₹1,076 Cr). Point 2 Established history (10+ yrs). Established history (11+ yrs). Established history (11+ yrs). Oldest track record among peers (28 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: 8.89% (upper mid). 5Y return: 8.83% (lower mid). 5Y return: 9.42% (top quartile). 5Y return: 8.02% (bottom quartile). 5Y return: 7.04% (bottom quartile). Point 6 3Y return: 11.20% (top quartile). 3Y return: 10.84% (upper mid). 3Y return: 10.41% (lower mid). 3Y return: 9.85% (bottom quartile). 3Y return: 9.72% (bottom quartile). Point 7 1Y return: 5.50% (bottom quartile). 1Y return: 5.69% (lower mid). 1Y return: 5.03% (bottom quartile). 1Y return: 6.88% (top quartile). 1Y return: 6.24% (upper mid). Point 8 1M return: -1.85% (lower mid). 1M return: -2.24% (bottom quartile). 1M return: -3.08% (bottom quartile). 1M return: 0.34% (top quartile). 1M return: -1.71% (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: 1.07 (bottom quartile). Sharpe: 1.63 (upper mid). Sharpe: 1.28 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 1.68 (top quartile). SBI Equity Savings Fund
Edelweiss Equity Savings Fund
Kotak Equity Savings Fund
Tata Equity Savings Fund
Aditya Birla Sun Life 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 ₹45.684
↓ -0.84 ₹6,987 -11.4 -8.7 -3.3 14.1 15.7 5.2 ICICI Prudential Child Care Plan (Gift) Growth ₹299.92
↓ -4.48 ₹1,404 -9.1 -7.9 0 16 12.8 8.3 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹35.487
↓ -0.54 ₹1,704 -10 -7.5 -2.7 11.1 10.9 5.4 SBI Magnum Children's Benefit Plan Growth ₹109.432
↓ -0.64 ₹133 -1.3 -0.2 2.9 11.9 10.7 3.2 Tata Retirement Savings Fund - Progressive Growth ₹57.8716
↓ -1.29 ₹2,014 -11.6 -8.6 -2.6 13.4 9.7 -1.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 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 (₹6,987 Cr). Bottom quartile AUM (₹1,404 Cr). Lower mid AUM (₹1,704 Cr). Bottom quartile AUM (₹133 Cr). Upper mid AUM (₹2,014 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: 15.71% (top quartile). 5Y return: 12.83% (upper mid). 5Y return: 10.92% (lower mid). 5Y return: 10.70% (bottom quartile). 5Y return: 9.74% (bottom quartile). Point 6 3Y return: 14.09% (upper mid). 3Y return: 16.04% (top quartile). 3Y return: 11.07% (bottom quartile). 3Y return: 11.92% (bottom quartile). 3Y return: 13.43% (lower mid). Point 7 1Y return: -3.34% (bottom quartile). 1Y return: -0.03% (upper mid). 1Y return: -2.72% (bottom quartile). 1Y return: 2.89% (top quartile). 1Y return: -2.59% (lower mid). Point 8 1M return: -9.45% (bottom quartile). 1M return: -8.13% (bottom quartile). 1M return: -7.95% (lower mid). 1M return: -1.59% (top quartile). 1M return: -7.51% (upper mid). Point 9 Alpha: -1.52 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -5.84 (bottom quartile). Point 10 Sharpe: 0.85 (upper mid). Sharpe: 1.01 (top quartile). Sharpe: 0.69 (lower mid). Sharpe: 0.48 (bottom quartile). Sharpe: 0.49 (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 ₹41.5233
↓ -0.52 ₹15,700 3.3 25 59.3 32.5 24.6 71.5 Aditya Birla Sun Life Gold Fund Growth ₹41.2555
↓ -0.24 ₹1,782 3.1 25 59.1 32.4 24.4 72 ICICI Prudential Regular Gold Savings Fund Growth ₹43.7311
↓ -0.74 ₹6,535 2.6 24.4 58.6 32.3 24.3 72 HDFC Gold Fund Growth ₹42.2703
↓ -0.53 ₹11,766 2.8 24.5 58.6 32.1 24.4 71.3 Axis Gold Fund Growth ₹41.0375
↓ -0.70 ₹2,998 2.6 24.2 57.9 32.1 24.3 69.8 Nippon India Gold Savings Fund Growth ₹54.1081
↓ -0.81 ₹7,223 2.7 24.5 58.6 32.1 24.3 71.2 Kotak Gold Fund Growth ₹54.2687
↓ -0.73 ₹6,866 2.9 24.7 58.6 32.1 24.1 70.4 IDBI Gold Fund Growth ₹36.6117
↓ -0.43 ₹795 2 24.7 57.1 31.9 24.3 79 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 8 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Axis Gold Fund Nippon India Gold Savings Fund Kotak Gold Fund IDBI Gold Fund Point 1 Highest AUM (₹15,700 Cr). Bottom quartile AUM (₹1,782 Cr). Lower mid AUM (₹6,535 Cr). Top quartile AUM (₹11,766 Cr). Lower mid AUM (₹2,998 Cr). Upper mid AUM (₹7,223 Cr). Upper mid AUM (₹6,866 Cr). Bottom quartile AUM (₹795 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (top quartile). Top rated. Rating: 1★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (lower mid). Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.59% (top quartile). 5Y return: 24.42% (top quartile). 5Y return: 24.34% (lower mid). 5Y return: 24.37% (upper mid). 5Y return: 24.33% (lower mid). 5Y return: 24.35% (upper mid). 5Y return: 24.12% (bottom quartile). 5Y return: 24.28% (bottom quartile). Point 6 3Y return: 32.48% (top quartile). 3Y return: 32.39% (top quartile). 3Y return: 32.31% (upper mid). 3Y return: 32.15% (upper mid). 3Y return: 32.13% (lower mid). 3Y return: 32.13% (lower mid). 3Y return: 32.09% (bottom quartile). 3Y return: 31.87% (bottom quartile). Point 7 1Y return: 59.35% (top quartile). 1Y return: 59.09% (top quartile). 1Y return: 58.59% (lower mid). 1Y return: 58.64% (upper mid). 1Y return: 57.93% (bottom quartile). 1Y return: 58.62% (lower mid). 1Y return: 58.65% (upper mid). 1Y return: 57.09% (bottom quartile). Point 8 1M return: -10.59% (top quartile). 1M return: -10.36% (top quartile). 1M return: -10.84% (lower mid). 1M return: -10.77% (upper mid). 1M return: -11.09% (bottom quartile). 1M return: -10.71% (upper mid). 1M return: -10.82% (lower mid). 1M return: -10.87% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.95 (upper mid). Sharpe: 2.57 (bottom quartile). Sharpe: 2.66 (lower mid). Sharpe: 3.01 (upper mid). Sharpe: 3.39 (top quartile). Sharpe: 2.55 (bottom quartile). Sharpe: 3.49 (top quartile). Sharpe: 2.75 (lower mid). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
Axis Gold Fund
Nippon India Gold Savings Fund
Kotak Gold Fund
IDBI 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 from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets. Research Highlights for Aditya Birla Sun Life International Equity Fund - Plan B Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B Returns up to 1 year are on The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme. Research Highlights for IDBI Nifty Index Fund Below is the key information for IDBI Nifty Index 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. 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 3. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Aditya Birla Sun Life International Equity Fund - Plan B
Aditya Birla Sun Life International Equity Fund - Plan B
Growth Launch Date 31 Oct 07 NAV (28 Jul 23) ₹28.8036 ↑ 0.07 (0.23 %) Net Assets (Cr) ₹93 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk High Expense Ratio 2.6 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 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 ₹11,122 28 Feb 23 ₹10,983 Returns for Aditya Birla Sun Life International Equity Fund - Plan B
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 4.2% 3 Month 10.3% 6 Month 10% 1 Year 13.8% 3 Year 18.9% 5 Year 9% 10 Year 15 Year Since launch 7% 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 International Equity Fund - Plan B
Name Since Tenure Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. IDBI Nifty Index Fund
IDBI Nifty Index Fund
Growth Launch Date 25 Jun 10 NAV (28 Jul 23) ₹36.2111 ↓ -0.02 (-0.06 %) Net Assets (Cr) ₹208 on 30 Jun 23 Category Others - Index Fund AMC IDBI Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 0.9 Sharpe Ratio 1.04 Information Ratio -3.93 Alpha Ratio -1.03 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,512 28 Feb 23 ₹11,889 Returns for IDBI Nifty Index Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 3.7% 3 Month 9.1% 6 Month 11.9% 1 Year 16.2% 3 Year 20.3% 5 Year 11.7% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Nifty Index Fund
Name Since Tenure Data below for IDBI Nifty Index Fund as on 30 Jun 23
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਮਾਰਟ ਸੁਝਾਅ: ਇੱਕਮੁਸ਼ਤ ਅਤੇ SIP ਨਿਵੇਸ਼
ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਇੱਕ ਸੰਪੂਰਣ ਤਰੀਕਾ ਇਸਦੇ ਗੁਣਾਤਮਕ ਅਤੇ ਗਿਣਾਤਮਕ ਮਾਪਾਂ ਨੂੰ ਦੇਖਣਾ ਹੈ, ਜਿਵੇਂ ਕਿ:
1. ਸਕੀਮ ਸੰਪਤੀ ਦਾ ਆਕਾਰ
ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਹਮੇਸ਼ਾ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਣਾ ਚਾਹੀਦਾ ਹੈ ਜੋ ਨਾ ਤਾਂ ਬਹੁਤ ਵੱਡਾ ਹੋਵੇ ਅਤੇ ਨਾ ਹੀ ਆਕਾਰ ਵਿੱਚ ਬਹੁਤ ਛੋਟਾ ਹੋਵੇ। ਹਾਲਾਂਕਿ ਫੰਡ ਦੇ ਆਕਾਰ ਦੇ ਵਿਚਕਾਰ ਕੋਈ ਸੰਪੂਰਨ ਪਰਿਭਾਸ਼ਾ ਅਤੇ ਸਬੰਧ ਨਹੀਂ ਹੈ, ਇਹ ਕਿਹਾ ਜਾਂਦਾ ਹੈ ਕਿ ਦੋਵੇਂ ਬਹੁਤ ਛੋਟੇ ਜਾਂ ਬਹੁਤ ਵੱਡੇ, ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਵਿੱਚ ਰੁਕਾਵਟ ਪਾ ਸਕਦੇ ਹਨ। ਕਿਸੇ ਵੀ ਸਕੀਮ ਵਿੱਚ ਘੱਟ ਸੰਪਤੀ ਅੰਡਰ ਮੈਨੇਜਮੈਂਟ (ਏਯੂਐਮ) ਬਹੁਤ ਜੋਖਮ ਭਰਿਆ ਹੁੰਦਾ ਹੈ ਕਿਉਂਕਿ ਤੁਸੀਂ ਨਹੀਂ ਜਾਣਦੇ ਕਿ ਨਿਵੇਸ਼ਕ ਕੌਣ ਹਨ ਅਤੇ ਉਹਨਾਂ ਨੇ ਕਿਸੇ ਖਾਸ ਸਕੀਮ ਵਿੱਚ ਕਿੰਨੀ ਮਾਤਰਾ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਹੈ। ਇਸ ਤਰ੍ਹਾਂ, ਫੰਡ ਦੀ ਚੋਣ ਕਰਦੇ ਸਮੇਂ, ਉਸ ਲਈ ਜਾਣ ਦੀ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈ ਜਿਸਦੀ ਏਯੂਐਮ ਲਗਭਗ ਸ਼੍ਰੇਣੀ ਦੇ ਸਮਾਨ ਹੈ।
2. ਫੰਡ ਪ੍ਰਦਰਸ਼ਨ
ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਲਈ ਫੰਡ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਦਾ ਨਿਰਪੱਖ ਮੁਲਾਂਕਣ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ। ਨਾਲ ਹੀ, ਇੱਕ ਅਜਿਹੀ ਸਕੀਮ ਲਈ ਜਾਣ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਜੋ ਲਗਾਤਾਰ 4-5 ਸਾਲਾਂ ਵਿੱਚ ਇਸਦੇ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਂਦੀ ਹੈ, ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇਹ ਜਾਂਚ ਕਰਨ ਲਈ ਹਰੇਕ ਮਿਆਦ ਨੂੰ ਦੇਖਣਾ ਚਾਹੀਦਾ ਹੈ ਕਿ ਫੰਡ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਣ ਦੇ ਯੋਗ ਹੈ ਜਾਂ ਨਹੀਂ।
3. ਕੁੱਲ ਖਰਚ ਅਨੁਪਾਤ
ਨਿਵੇਸ਼ਕ ਜੋ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਉਹਨਾਂ ਨੂੰ ਸੰਪਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀ ਦੁਆਰਾ ਚਾਰਜ ਕੀਤੇ ਜਾਣ ਵਾਲੇ ਕੁਝ ਖਰਚੇ ਜਿਵੇਂ ਪ੍ਰਬੰਧਨ ਫੀਸ, ਸੰਚਾਲਨ ਲਾਗਤਾਂ ਆਦਿ ਨੂੰ ਸਹਿਣ ਕਰਨਾ ਪੈਂਦਾ ਹੈ।ਏ.ਐਮ.ਸੀ). ਕਈ ਵਾਰ, ਨਿਵੇਸ਼ਕ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਂਦੇ ਹਨ ਜਿਸਦਾ ਖਰਚਾ ਅਨੁਪਾਤ ਘੱਟ ਹੁੰਦਾ ਹੈ, ਪਰ ਇਹ ਅਜਿਹੀ ਚੀਜ਼ ਹੈ ਜਿਸ ਨੂੰ ਹੋਰ ਮਹੱਤਵਪੂਰਨ ਕਾਰਕਾਂ ਜਿਵੇਂ ਕਿ ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ, ਆਦਿ ਨੂੰ ਛੱਡਣਾ ਨਹੀਂ ਚਾਹੀਦਾ।
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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