+91-22-48913909ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ 2022 - 2023
ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਸਾਲਾਂ ਵਿੱਚ ਵਾਧਾ ਹੋਇਆ ਹੈ। ਨਤੀਜੇ ਵਜੋਂ, ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੰਡਬਜ਼ਾਰ ਬਦਲਦੇ ਰਹੋ. MF ਸਕੀਮਾਂ ਦਾ ਨਿਰਣਾ ਕਰਨ ਲਈ ਵੱਖ-ਵੱਖ ਰੇਟਿੰਗ ਪ੍ਰਣਾਲੀਆਂ ਹਨ, ਜਿਵੇਂ ਕਿ CRISIL, Morning Star, ICRA। ਇਹ ਪ੍ਰਣਾਲੀਆਂ ਗੁਣਾਤਮਕ ਅਤੇ ਮਾਤਰਾਤਮਕ ਕਾਰਕਾਂ ਦੇ ਅਧਾਰ ਤੇ ਫੰਡਾਂ ਦਾ ਮੁਲਾਂਕਣ ਕਰਦੀਆਂ ਹਨ ਜਿਵੇਂ ਕਿ ਰਿਟਰਨ, ਸੰਪਤੀ ਦਾ ਆਕਾਰ, ਖਰਚ ਅਨੁਪਾਤ,ਮਿਆਰੀ ਭਟਕਣ, ਆਦਿ
ਇਹਨਾਂ ਸਾਰੇ ਕਾਰਕਾਂ ਦਾ ਸਾਰ ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਰੇਟਿੰਗ ਵੱਲ ਲੈ ਜਾਂਦਾ ਹੈ। ਹਾਲਾਂਕਿ, ਦੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਬਣਾਉਣ ਲਈਨਿਵੇਸ਼ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਆਸਾਨ, ਅਸੀਂ ਵਧੀਆ ਫੰਡ ਚੁਣਨ ਲਈ ਦਿਸ਼ਾ-ਨਿਰਦੇਸ਼ਾਂ ਦੇ ਨਾਲ ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈ।
ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੀਏ?
ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਸਿਰਫ਼ ਇੱਕ ਲਾਭ ਨਹੀਂ ਰੱਖਦਾ, ਇਹ ਬਹੁਤ ਸਾਰੇ ਫਾਇਦਿਆਂ ਨਾਲ ਆਉਂਦਾ ਹੈ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਉਹਨਾਂ ਦੇ ਪੈਸੇ ਵਧਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ। ਇਹ ਛੋਟੀ, ਮੱਧ-ਅਵਧੀ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਦਾ ਹੈ। ਬਹੁਤ ਸਾਰੇ ਫੰਡ ਵਿਕਲਪ ਹਨ ਜੋ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੁਣ ਸਕਦੇ ਹੋ, ਘੱਟ ਜੋਖਮ ਤੋਂ ਲੈ ਕੇ ਉੱਚ-ਜੋਖਮ ਵਾਲੀਆਂ ਸਕੀਮਾਂ ਜਿਵੇਂ ਕਿ ਕਰਜ਼ੇ ਅਤੇਇਕੁਇਟੀ ਫੰਡ.
ਇੱਕ ਮਹੱਤਵਪੂਰਨ ਵਿਸ਼ੇਸ਼ਤਾ ਜੋ ਲੋਕਾਂ ਦਾ ਧਿਆਨ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵੱਲ ਖਿੱਚਦੀ ਹੈ ਉਹ ਹੈ ਘੱਟੋ-ਘੱਟ ਨਿਵੇਸ਼ ਰਕਮ। ਤੁਸੀਂ ਏ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹੋSIP ਸਿਰਫ਼ 500 ਰੁਪਏ ਵਿੱਚ।
ਆਓ ਕੁਝ ਹੋਰ ਕਾਰਨ ਦੇਖੀਏ ਕਿ ਤੁਹਾਨੂੰ ਕਿਉਂ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ:
1. ਤਰਲਤਾ
ਓਪਨ-ਐਂਡ ਸਕੀਮਾਂ ਵਿੱਚ, ਕਿਸੇ ਸਕੀਮ ਨੂੰ ਖਰੀਦਣਾ ਅਤੇ ਬਾਹਰ ਨਿਕਲਣਾ ਆਸਾਨ ਹੁੰਦਾ ਹੈ। ਕੋਈ ਤੁਹਾਡੀਆਂ ਇਕਾਈਆਂ ਨੂੰ ਕਿਸੇ ਵੀ ਸਮੇਂ ਵੇਚ ਸਕਦਾ ਹੈ (ਇਹ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਜਦੋਂ ਬਾਜ਼ਾਰ ਉੱਚੇ ਹੁੰਦੇ ਹਨ)। ਪਰ, ਜਦੋਂ ਤੁਸੀਂ ਕਿਸੇ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਐਗਜ਼ਿਟ ਲੋਡ ਖਰਚਿਆਂ ਬਾਰੇ ਪਤਾ ਹੋਣਾ ਚਾਹੀਦਾ ਹੈ। ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ, ਲੈਣ-ਦੇਣ ਫੰਡ ਹਾਊਸ ਦੁਆਰਾ ਉਸ ਦਿਨ ਦਾ ਸ਼ੁੱਧ ਸੰਪਤੀ ਮੁੱਲ (ਨਹੀ ਹਨ).
2. ਵਿਭਿੰਨਤਾ
ਮਿਉਚੁਅਲ ਫੰਡ ਵੱਖ-ਵੱਖ ਵਿੱਤੀ ਸਾਧਨ ਰੱਖਦਾ ਹੈ ਜਿਵੇਂ ਕਿ ਸਟਾਕ, ਫਿਕਸਡਆਮਦਨ ਯੰਤਰ, ਸੋਨਾ, ਆਦਿ ਜਿਸ ਦੇ ਕਾਰਨ, ਤੁਸੀਂ ਸਿਰਫ ਇੱਕ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਵਿਭਿੰਨਤਾ ਦੇ ਲਾਭਾਂ ਦਾ ਆਨੰਦ ਲੈ ਸਕਦੇ ਹੋ। ਇਸਦੇ ਉਲਟ, ਜੇਕਰ ਵਿਅਕਤੀ ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਸਿੱਧੇ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਚੋਣ ਕਰਦੇ ਹਨ ਤਾਂ ਉਹਨਾਂ ਨੂੰ ਪੈਸਾ ਲਗਾਉਣ ਤੋਂ ਪਹਿਲਾਂ ਵੱਖ-ਵੱਖ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ ਦੀ ਖੋਜ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
3. ਚੰਗੀ ਤਰ੍ਹਾਂ ਨਿਯੰਤ੍ਰਿਤ
ਭਾਰਤ ਵਿੱਚ ਮਿਉਚੁਅਲ ਫੰਡ ਉਦਯੋਗ ਦੁਆਰਾ ਚੰਗੀ ਤਰ੍ਹਾਂ ਨਿਯੰਤ੍ਰਿਤ ਕੀਤਾ ਜਾਂਦਾ ਹੈਸੇਬੀ (ਭਾਰਤੀ ਪ੍ਰਤੀਭੂਤੀਆਂ ਅਤੇ ਐਕਸਚੇਂਜ ਬੋਰਡ)। ਇਹ ਸਾਰੇ ਮਿਊਚਲ ਫੰਡਾਂ ਦੇ ਕੰਮਕਾਜ 'ਤੇ ਨਜ਼ਰ ਰੱਖਦਾ ਹੈ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇਹ ਫੰਡ ਹਾਊਸ ਵੀ ਪਾਰਦਰਸ਼ੀ ਹਨ; ਉਹਨਾਂ ਨੂੰ ਨਿਯਮਤ ਅੰਤਰਾਲਾਂ 'ਤੇ ਆਪਣੀਆਂ ਪ੍ਰਦਰਸ਼ਨ ਰਿਪੋਰਟਾਂ ਪ੍ਰਕਾਸ਼ਿਤ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
4. ਮਾਹਰ ਪ੍ਰਬੰਧਨ
ਹਰੇਕ MF ਸਕੀਮ ਦਾ ਪ੍ਰਬੰਧਨ ਇੱਕ ਸਮਰਪਿਤ ਫੰਡ ਮੈਨੇਜਰ ਦੁਆਰਾ ਕੀਤਾ ਜਾਂਦਾ ਹੈ। ਫੰਡ ਮੈਨੇਜਰ ਦਾ ਉਦੇਸ਼ ਇਹ ਯਕੀਨੀ ਬਣਾਉਣਾ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਪ੍ਰਦਰਸ਼ਨ 'ਤੇ ਲਗਾਤਾਰ ਨਜ਼ਰ ਰੱਖ ਕੇ ਅਤੇ ਬਦਲਦੇ ਹੋਏ ਸਕੀਮ ਤੋਂ ਵੱਧ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਕਮਾ ਸਕਣ।ਸੰਪੱਤੀ ਵੰਡ ਮਾਰਕੀਟ ਦੀਆਂ ਲੋੜਾਂ ਅਨੁਸਾਰ ਸਮੇਂ ਸਿਰ.
Talk to our investment specialist
ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਦੀਆਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਵਿੱਚੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨਇਕੁਇਟੀ ਫੰਡ ਜਿਵੇਂ ਵੱਡੇ-, ਮੱਧ-, ਛੋਟੇ-, ਮਲਟੀ-ਕੈਪ,ELSS ਅਤੇ ਸੈਕਟਰਲ ਫੰਡ।
ਚੋਟੀ ਦੇ 5 ਵੱਡੇ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹72.7
↓ -0.42 ₹1,847 7.2 6.9 5.8 13.7 10.8 5.5 Bandhan Large Cap Fund Growth ₹78.689
↓ -0.29 ₹2,061 5.6 2 3.2 12.7 9.8 8.2 BNP Paribas Large Cap Fund Growth ₹222.676
↓ -1.10 ₹2,632 4.2 0.9 2.7 11.7 9.9 4.4 ICICI Prudential Bluechip Fund Growth ₹107.52
↓ -0.65 ₹80,962 2.7 -2.7 -1.8 11.4 11.2 11.3 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 ICICI Prudential Bluechip Fund Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,847 Cr). Lower mid AUM (₹2,061 Cr). Upper mid AUM (₹2,632 Cr). Highest AUM (₹80,962 Cr). Point 2 Established history (14+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 10.79% (lower mid). 5Y return: 9.81% (bottom quartile). 5Y return: 9.90% (bottom quartile). 5Y return: 11.19% (upper mid). Point 6 3Y return: 21.88% (top quartile). 3Y return: 13.72% (upper mid). 3Y return: 12.67% (lower mid). 3Y return: 11.66% (bottom quartile). 3Y return: 11.42% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 5.84% (upper mid). 1Y return: 3.21% (lower mid). 1Y return: 2.71% (bottom quartile). 1Y return: -1.81% (bottom quartile). Point 8 Alpha: 2.11 (lower mid). Alpha: 3.75 (top quartile). Alpha: 2.34 (upper mid). Alpha: 0.42 (bottom quartile). Alpha: -2.08 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.25 (lower mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.13 (upper mid). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.82 (top quartile). Information ratio: 0.63 (lower mid). Information ratio: 0.42 (bottom quartile). Information ratio: 0.67 (upper mid). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Bandhan Large Cap Fund
BNP Paribas Large Cap Fund
ICICI Prudential Bluechip Fund
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 ₹103.995
↓ -0.22 ₹40,036 13.6 18.1 -0.4 18 21 -12.1 Invesco India Mid Cap Fund Growth ₹199.11
↓ -0.43 ₹14,721 9.4 14.1 11.2 22.9 19.1 6.3 Edelweiss Mid Cap Fund Growth ₹109.891
↓ -0.35 ₹18,693 5.2 7.9 9.6 20.4 17.7 3.8 ICICI Prudential MidCap Fund Growth ₹346.07
↓ -2.64 ₹7,954 4.2 9.2 17.9 21.7 17.3 11.1 Sundaram Mid Cap Fund Growth ₹1,503.08
↓ -7.27 ₹14,504 5.4 7.3 9 18.7 16.6 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund Point 1 Highest AUM (₹40,036 Cr). Lower mid AUM (₹14,721 Cr). Upper mid AUM (₹18,693 Cr). Bottom quartile AUM (₹7,954 Cr). Bottom quartile AUM (₹14,504 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.02% (top quartile). 5Y return: 19.13% (upper mid). 5Y return: 17.73% (lower mid). 5Y return: 17.33% (bottom quartile). 5Y return: 16.58% (bottom quartile). Point 6 3Y return: 17.95% (bottom quartile). 3Y return: 22.93% (top quartile). 3Y return: 20.39% (lower mid). 3Y return: 21.67% (upper mid). 3Y return: 18.67% (bottom quartile). Point 7 1Y return: -0.40% (bottom quartile). 1Y return: 11.19% (upper mid). 1Y return: 9.60% (lower mid). 1Y return: 17.90% (top quartile). 1Y return: 9.00% (bottom quartile). Point 8 Alpha: -9.71 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.40 (lower mid). Alpha: 4.57 (top quartile). Alpha: 1.07 (upper mid). Point 9 Sharpe: -0.24 (bottom quartile). Sharpe: 0.29 (lower mid). Sharpe: 0.27 (bottom quartile). Sharpe: 0.48 (top quartile). Sharpe: 0.31 (upper mid). Point 10 Information ratio: 0.06 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.68 (upper mid). Information ratio: 0.73 (top quartile). Information ratio: 0.49 (lower mid). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Small Cap Fund Growth ₹231.808
↓ -2.04 ₹20,221 12 21.7 17.7 16.9 18.1 -2.8 IDBI Small Cap Fund Growth ₹35.3277
↓ -0.19 ₹758 12.4 26.7 17.8 17.5 17.5 -13.4 Sundaram Small Cap Fund Growth ₹295.866
↓ -1.87 ₹3,922 8.2 20 16.4 16.2 16.3 0.4 Franklin India Smaller Companies Fund Growth ₹178.257
↓ -0.95 ₹14,467 5.4 13 5.9 12.3 15.8 -8.4 HDFC Small Cap Fund Growth ₹139.777
↓ -0.49 ₹41,679 5.3 6.5 -1.8 10.2 14.8 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 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 (₹20,221 Cr). Bottom quartile AUM (₹758 Cr). Bottom quartile AUM (₹3,922 Cr). Lower mid AUM (₹14,467 Cr). Highest AUM (₹41,679 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: 18.15% (top quartile). 5Y return: 17.53% (upper mid). 5Y return: 16.25% (lower mid). 5Y return: 15.76% (bottom quartile). 5Y return: 14.77% (bottom quartile). Point 6 3Y return: 16.89% (upper mid). 3Y return: 17.49% (top quartile). 3Y return: 16.19% (lower mid). 3Y return: 12.29% (bottom quartile). 3Y return: 10.25% (bottom quartile). Point 7 1Y return: 17.68% (upper mid). 1Y return: 17.75% (top quartile). 1Y return: 16.38% (lower mid). 1Y return: 5.92% (bottom quartile). 1Y return: -1.78% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 4.12 (upper mid). Alpha: 5.33 (top quartile). Alpha: -2.93 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.30 (upper mid). Sharpe: 0.26 (lower mid). Sharpe: 0.31 (top quartile). Sharpe: -0.05 (bottom quartile). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.07 (bottom quartile). Information ratio: -0.05 (lower mid). Information ratio: -0.56 (bottom quartile). Information ratio: 0.00 (upper mid). 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 ₹40.26
↓ -0.28 ₹1,288 10.8 20.6 26.6 21.2 14.9 3.5 Motilal Oswal Multicap 35 Fund Growth ₹63.6556
↓ -0.35 ₹13,940 11.9 14.4 1.7 17.8 12.1 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Mahindra Badhat Yojana Growth ₹39.9439
↓ -0.09 ₹7,184 9.1 13 15.6 16.6 15.2 3.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Diversified Equity Fund Aditya Birla Sun Life Manufacturing Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Mahindra Badhat Yojana Point 1 Bottom quartile AUM (₹382 Cr). Lower mid AUM (₹1,288 Cr). Highest AUM (₹13,940 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹7,184 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Established history (12+ yrs). Oldest track record among peers (20 yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 4★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.03% (bottom quartile). 5Y return: 14.95% (upper mid). 5Y return: 12.10% (bottom quartile). 5Y return: 13.57% (lower mid). 5Y return: 15.16% (top quartile). Point 6 3Y return: 22.73% (top quartile). 3Y return: 21.17% (upper mid). 3Y return: 17.84% (lower mid). 3Y return: 17.28% (bottom quartile). 3Y return: 16.60% (bottom quartile). Point 7 1Y return: 13.54% (bottom quartile). 1Y return: 26.60% (top quartile). 1Y return: 1.71% (bottom quartile). 1Y return: 19.34% (upper mid). 1Y return: 15.62% (lower mid). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -3.79 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 3.91 (top quartile). Point 9 Sharpe: 1.01 (upper mid). Sharpe: 0.85 (lower mid). Sharpe: -0.26 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.25 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.70 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.62 (upper mid). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap 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 (%) Motilal Oswal Long Term Equity Fund Growth ₹57.4526
↓ -0.41 ₹4,784 7.3 20 13.3 21.4 16 -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 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 ₹52.2569
↓ -0.40 ₹242 9.1 12.8 8.1 15.3 13.4 2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund Baroda Pioneer ELSS 96 JM Tax Gain Fund Point 1 Highest AUM (₹4,784 Cr). Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹242 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Oldest track record among peers (25 yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). 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: 15.97% (upper mid). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 11.62% (bottom quartile). 5Y return: 13.35% (lower mid). Point 6 3Y return: 21.40% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 15.30% (bottom quartile). Point 7 1Y return: 13.25% (bottom quartile). 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 17.56% (upper mid). 1Y return: 8.12% (bottom quartile). Point 8 Alpha: 2.11 (lower mid). Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 5.69 (top quartile). Alpha: 5.40 (upper mid). Point 9 Sharpe: 0.07 (bottom quartile). Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 2.51 (top quartile). Sharpe: 0.22 (bottom quartile). Point 10 Information ratio: 0.65 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: -0.09 (lower mid). Information ratio: 0.70 (top quartile). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage 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 (%) UTI Healthcare Fund Growth ₹342.637
↓ -0.64 ₹1,371 12.7 21.4 18.8 24.1 15 -3.1 SBI Healthcare Opportunities Fund Growth ₹521.615
↓ -0.63 ₹5,400 14.4 21.5 21.5 23.7 17.3 -3.5 LIC MF Infrastructure Fund Growth ₹54.4558
↓ -0.13 ₹1,145 3.1 10.1 12.7 22.5 20.7 -3.7 SBI PSU Fund Growth ₹34.1339
↓ -0.03 ₹6,678 -1.1 -7 10.1 20.7 22.8 11.3 BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.44
↓ -0.24 ₹893 5.7 13.7 18.5 20.7 19.7 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Healthcare Fund SBI Healthcare Opportunities Fund LIC MF Infrastructure Fund SBI PSU Fund BOI AXA Manufacturing and Infrastructure Fund Point 1 Lower mid AUM (₹1,371 Cr). Upper mid AUM (₹5,400 Cr). Bottom quartile AUM (₹1,145 Cr). Highest AUM (₹6,678 Cr). Bottom quartile AUM (₹893 Cr). Point 2 Oldest track record among peers (27 yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 1★ (lower mid). Top rated. Not Rated. Rating: 2★ (upper mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 15.03% (bottom quartile). 5Y return: 17.30% (bottom quartile). 5Y return: 20.73% (upper mid). 5Y return: 22.78% (top quartile). 5Y return: 19.65% (lower mid). Point 6 3Y return: 24.06% (top quartile). 3Y return: 23.72% (upper mid). 3Y return: 22.50% (lower mid). 3Y return: 20.67% (bottom quartile). 3Y return: 20.66% (bottom quartile). Point 7 1Y return: 18.75% (upper mid). 1Y return: 21.55% (top quartile). 1Y return: 12.70% (bottom quartile). 1Y return: 10.12% (bottom quartile). 1Y return: 18.52% (lower mid). Point 8 Alpha: 0.66 (lower mid). Alpha: 3.75 (upper mid). Alpha: 5.37 (top quartile). Alpha: -0.89 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.51 (lower mid). Sharpe: 0.71 (top quartile). Sharpe: 0.28 (bottom quartile). Sharpe: 0.28 (bottom quartile). Sharpe: 0.70 (upper mid). Point 10 Information ratio: 0.05 (upper mid). Information ratio: 0.02 (lower mid). Information ratio: 0.56 (top quartile). Information ratio: -0.34 (bottom quartile). Information ratio: 0.00 (bottom quartile). UTI Healthcare Fund
SBI Healthcare Opportunities Fund
LIC MF Infrastructure Fund
SBI PSU Fund
BOI AXA Manufacturing and Infrastructure 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 ₹792.952
↓ -4.65 ₹7,934 7.6 6.1 8.9 16 13.5 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹137.861
↓ -0.82 ₹6,739 4.8 10.4 15.1 14.5 13.9 2.6 Nippon India Value Fund Growth ₹222.776
↓ -1.21 ₹9,098 1.9 -0.8 0.6 14.2 13.5 4.2 Tata Equity PE Fund Growth ₹353.735
↓ -0.42 ₹8,492 5.1 1.3 4.4 13.1 13.1 3.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹131.582
↓ -0.16 ₹8,492 5.1 1.3 4.4 13.1 13 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund Nippon India Value Fund Tata Equity PE Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Point 1 Bottom quartile AUM (₹7,934 Cr). Bottom quartile AUM (₹6,739 Cr). Highest AUM (₹9,098 Cr). Upper mid AUM (₹8,492 Cr). Lower mid AUM (₹8,492 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (16+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Not Rated. Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.54% (upper mid). 5Y return: 13.91% (top quartile). 5Y return: 13.46% (lower mid). 5Y return: 13.06% (bottom quartile). 5Y return: 13.02% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.47% (upper mid). 3Y return: 14.20% (lower mid). 3Y return: 13.08% (bottom quartile). 3Y return: 13.05% (bottom quartile). Point 7 1Y return: 8.94% (upper mid). 1Y return: 15.11% (top quartile). 1Y return: 0.57% (bottom quartile). 1Y return: 4.42% (bottom quartile). 1Y return: 4.42% (lower mid). Point 8 Alpha: 3.35 (upper mid). Alpha: 7.11 (top quartile). Alpha: -2.02 (bottom quartile). Alpha: -1.97 (lower mid). Alpha: -1.97 (bottom quartile). Point 9 Sharpe: 0.15 (upper mid). Sharpe: 0.34 (top quartile). Sharpe: -0.15 (lower mid). Sharpe: -0.17 (bottom quartile). Sharpe: -0.17 (bottom quartile). Point 10 Information ratio: 1.50 (top quartile). Information ratio: 0.52 (lower mid). Information ratio: 0.91 (upper mid). Information ratio: 0.12 (bottom quartile). Information ratio: 0.11 (bottom quartile). HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure Value Fund
Nippon India Value Fund
Tata Equity PE Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
ਚੋਟੀ ਦੇ 5 ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 ICICI Prudential Focused Equity Fund Growth ₹94.49
↓ -0.47 ₹17,764 6.2 1.9 3 16.4 14.6 15.4 SBI Focused Equity Fund Growth ₹400.873
↓ -2.49 ₹50,041 5 7.6 14.8 15.7 11.6 15.7 HDFC Focused 30 Fund Growth ₹233.807
↓ -1.81 ₹27,925 6.7 -0.5 1.5 15.2 17.5 10.9 Motilal Oswal Focused 25 Fund Growth ₹53.1784
↓ -0.38 ₹1,693 14.2 25.1 26.1 13.4 9.2 -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 SBI Focused Equity Fund HDFC Focused 30 Fund Motilal Oswal Focused 25 Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹17,764 Cr). Highest AUM (₹50,041 Cr). Upper mid AUM (₹27,925 Cr). Bottom quartile AUM (₹1,693 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.29% (upper mid). 5Y return: 14.60% (lower mid). 5Y return: 11.61% (bottom quartile). 5Y return: 17.50% (top quartile). 5Y return: 9.24% (bottom quartile). Point 6 3Y return: 17.03% (top quartile). 3Y return: 16.43% (upper mid). 3Y return: 15.67% (lower mid). 3Y return: 15.15% (bottom quartile). 3Y return: 13.35% (bottom quartile). Point 7 1Y return: 24.49% (upper mid). 1Y return: 3.04% (bottom quartile). 1Y return: 14.78% (lower mid). 1Y return: 1.52% (bottom quartile). 1Y return: 26.11% (top quartile). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 1.94 (lower mid). Alpha: 11.68 (upper mid). Alpha: -0.60 (bottom quartile). Alpha: 12.26 (top quartile). Point 9 Sharpe: 1.85 (top quartile). Sharpe: 0.05 (bottom quartile). Sharpe: 0.54 (lower mid). Sharpe: -0.08 (bottom quartile). Sharpe: 0.61 (upper mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 1.18 (top quartile). Information ratio: 0.54 (lower mid). Information ratio: 0.69 (upper mid). Information ratio: -0.07 (bottom quartile). Sundaram Select Focus Fund
ICICI Prudential Focused Equity Fund
SBI Focused Equity Fund
HDFC Focused 30 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 ₹590.629
↑ 0.48 ₹18,189 2.1 3.4 6.4 7.3 7.4 7.45% 5M 26D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹29.7961
↑ 0.02 ₹15,455 2 3.4 6.3 7 7.1 7.17% 5M 8D 6M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,421.59
↑ 4.85 ₹11,165 2 3.3 6.3 7 7 7% 4M 28D 8M 5D Invesco India Ultra Short Term Fund Growth ₹2,896.77
↑ 2.22 ₹1,073 2 3.4 6.2 6.9 6.8 7.03% 5M 3D 5M 7D Kotak Savings Fund Growth ₹45.9795
↑ 0.04 ₹15,708 2 3.2 6.1 6.8 6.8 7.23% 5M 5D 6M 22D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Invesco India Ultra Short Term Fund Kotak Savings Fund Point 1 Highest AUM (₹18,189 Cr). Lower mid AUM (₹15,455 Cr). Bottom quartile AUM (₹11,165 Cr). Bottom quartile AUM (₹1,073 Cr). Upper mid AUM (₹15,708 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: 6.42% (top quartile). 1Y return: 6.35% (upper mid). 1Y return: 6.31% (lower mid). 1Y return: 6.24% (bottom quartile). 1Y return: 6.10% (bottom quartile). Point 6 1M return: 0.64% (lower mid). 1M return: 0.63% (bottom quartile). 1M return: 0.65% (upper mid). 1M return: 0.69% (top quartile). 1M return: 0.60% (bottom quartile). Point 7 Sharpe: 0.81 (top quartile). Sharpe: 0.81 (upper mid). Sharpe: 0.71 (lower mid). Sharpe: 0.56 (bottom quartile). Sharpe: 0.40 (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): 7.45% (top quartile). Yield to maturity (debt): 7.17% (lower mid). Yield to maturity (debt): 7.00% (bottom quartile). Yield to maturity (debt): 7.03% (bottom quartile). Yield to maturity (debt): 7.23% (upper mid). Point 10 Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.41 yrs (top quartile). Modified duration: 0.42 yrs (upper mid). Modified duration: 0.43 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% Bandhan Bond Fund Short Term Plan Growth ₹61.0678
↑ 0.04 ₹9,279 2.4 3.2 6.1 7.2 7.5 7.06% 2Y 9M 18D 4Y 4D IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D ICICI Prudential Short Term Fund Growth ₹64.3752
↑ 0.03 ₹19,260 2.2 2.8 5.9 7.2 8 7.61% 2Y 11M 5D 4Y 10M 13D Axis Short Term Fund Growth ₹33.0104
↑ 0.02 ₹8,010 2.1 2.6 5.6 7.2 8.1 7.4% 2Y 6M 22D 3Y 6M 14D 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 Bandhan Bond Fund Short Term Plan IDBI Short Term Bond Fund ICICI Prudential Short Term Fund Axis Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹9,279 Cr). Bottom quartile AUM (₹26 Cr). Highest AUM (₹19,260 Cr). Lower mid AUM (₹8,010 Cr). Point 2 Established history (24+ yrs). Oldest track record among peers (25 yrs). Established history (15+ yrs). Established history (24+ 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: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.13% (lower mid). 1Y return: 6.21% (upper mid). 1Y return: 5.92% (bottom quartile). 1Y return: 5.64% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.34% (lower mid). 1M return: 0.43% (upper mid). 1M return: 0.26% (bottom quartile). 1M return: 0.21% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: -0.09 (bottom quartile). Sharpe: 0.10 (top quartile). Sharpe: 0.06 (upper mid). Sharpe: -0.05 (lower 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): 7.06% (lower mid). Yield to maturity (debt): 6.43% (bottom quartile). Yield to maturity (debt): 7.61% (top quartile). Yield to maturity (debt): 7.40% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.80 yrs (bottom quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.93 yrs (bottom quartile). Modified duration: 2.56 yrs (lower mid). Franklin India Short Term Income Plan - Retail Plan
Bandhan Bond Fund Short Term Plan
IDBI Short Term Bond Fund
ICICI Prudential 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹3,126.42
↑ 1.06 ₹56,438 0.6 1.7 3.5 6.5 6.6 6.47% 2M 5D 2M 5D Edelweiss Liquid Fund Growth ₹3,590.26
↑ 1.23 ₹13,796 0.6 1.7 3.4 6.5 6.5 6.33% 2M 2D 2M 2D Canara Robeco Liquid Growth ₹3,376.92
↑ 1.00 ₹6,792 0.6 1.7 3.4 6.4 6.5 6.38% 2M 2D 2M 6D UTI Liquid Cash Plan Growth ₹460.41
↑ 0.16 ₹26,728 0.6 1.7 3.4 6.4 6.5 6.31% 1M 27D 1M 27D Tata Liquid Fund Growth ₹4,418.57
↑ 1.42 ₹27,603 0.6 1.7 3.4 6.4 6.5 6.44% 2M 11D 2M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 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 (₹56,438 Cr). Bottom quartile AUM (₹13,796 Cr). Bottom quartile AUM (₹6,792 Cr). Lower mid AUM (₹26,728 Cr). Upper mid AUM (₹27,603 Cr). Point 2 Established history (16+ yrs). Established history (18+ 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: 6.48% (top quartile). 1Y return: 6.47% (upper mid). 1Y return: 6.40% (bottom quartile). 1Y return: 6.43% (lower mid). 1Y return: 6.39% (bottom quartile). Point 6 1M return: 0.56% (top quartile). 1M return: 0.56% (upper mid). 1M return: 0.55% (bottom quartile). 1M return: 0.56% (bottom quartile). 1M return: 0.56% (lower mid). Point 7 Sharpe: 2.57 (top quartile). Sharpe: 2.51 (lower mid). Sharpe: 2.38 (bottom quartile). Sharpe: 2.54 (upper mid). Sharpe: 2.49 (bottom quartile). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.26 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.47% (top quartile). Yield to maturity (debt): 6.33% (bottom quartile). Yield to maturity (debt): 6.38% (lower mid). Yield to maturity (debt): 6.31% (bottom quartile). Yield to maturity (debt): 6.44% (upper mid). Point 10 Modified duration: 0.18 yrs (bottom quartile). Modified duration: 0.17 yrs (upper mid). Modified duration: 0.17 yrs (lower mid). Modified duration: 0.16 yrs (top quartile). Modified duration: 0.20 yrs (bottom quartile). Axis Liquid Fund
Edelweiss Liquid Fund
Canara Robeco Liquid
UTI Liquid Cash Plan
Tata Liquid Fund
ਚੋਟੀ ਦੇ 5 ਬੈਂਕਿੰਗ ਅਤੇ PSU ਕਰਜ਼ਾ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹34.8429
↑ 0.02 ₹8,850 2.2 2.5 5.6 7 7.6 7.3% 3Y 4M 20D 6Y 1M 20D Bandhan Banking & PSU Debt Fund Growth ₹26.2374
↑ 0.01 ₹12,130 2.3 3.1 5.8 6.9 7.1 6.99% 2Y 5M 23D 3Y 6M HDFC Banking and PSU Debt Fund Growth ₹24.3528
↑ 0.01 ₹5,209 2.1 2.2 5.1 6.8 7.5 7.18% 2Y 11M 26D 4Y 18D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹387.638
↑ 0.23 ₹8,833 2 2.3 5 6.7 7.3 7.22% 3Y 18D 4Y 4M 28D Nippon India Banking & PSU Debt Fund Growth ₹21.9484
↑ 0.01 ₹5,246 2.2 2.4 5 6.7 7.3 7.23% 3Y 1M 10D 3Y 11M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Banking and PSU Debt Fund Bandhan Banking & PSU Debt Fund HDFC Banking and PSU Debt Fund Aditya Birla Sun Life Banking & PSU Debt Fund Nippon India Banking & PSU Debt Fund Point 1 Upper mid AUM (₹8,850 Cr). Highest AUM (₹12,130 Cr). Bottom quartile AUM (₹5,209 Cr). Lower mid AUM (₹8,833 Cr). Bottom quartile AUM (₹5,246 Cr). Point 2 Established history (16+ yrs). Established history (13+ yrs). Established history (12+ yrs). Oldest track record among peers (18 yrs). Established history (11+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 4★ (lower mid). Not Rated. Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 5.58% (upper mid). 1Y return: 5.78% (top quartile). 1Y return: 5.07% (lower mid). 1Y return: 5.01% (bottom quartile). 1Y return: 5.02% (bottom quartile). Point 6 1M return: 0.17% (upper mid). 1M return: 0.27% (top quartile). 1M return: -0.05% (bottom quartile). 1M return: 0.08% (lower mid). 1M return: -0.02% (bottom quartile). Point 7 Sharpe: -0.11 (upper mid). Sharpe: -0.06 (top quartile). Sharpe: -0.26 (lower mid). Sharpe: -0.41 (bottom quartile). Sharpe: -0.33 (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): 7.30% (top quartile). Yield to maturity (debt): 6.99% (bottom quartile). Yield to maturity (debt): 7.18% (bottom quartile). Yield to maturity (debt): 7.22% (lower mid). Yield to maturity (debt): 7.23% (upper mid). Point 10 Modified duration: 3.39 yrs (bottom quartile). Modified duration: 2.48 yrs (top quartile). Modified duration: 2.99 yrs (upper mid). Modified duration: 3.05 yrs (lower mid). Modified duration: 3.11 yrs (bottom quartile). ICICI Prudential Banking and PSU Debt Fund
Bandhan Banking & PSU Debt Fund
HDFC Banking and PSU Debt Fund
Aditya Birla Sun Life Banking & PSU Debt Fund
Nippon India Banking & PSU Debt Fund
ਚੋਟੀ ਦੇ 5 ਕ੍ਰੈਡਿਟ ਜੋਖਮ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹55.1147
↑ 0.01 ₹287 2 9.3 10.4 15.9 21 7.73% 2Y 1M 28D 2Y 10M 17D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.3961
↑ 0.01 ₹1,532 2.8 4.2 12.2 12.2 13.4 7.98% 2Y 29D 2Y 9M 4D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% ICICI Prudential Regular Savings Fund Growth ₹34.8066
↑ 0.01 ₹6,320 2.7 3.8 8.1 8.4 9.5 8.35% 2Y 1M 10D 3Y 2M 8D Invesco India Credit Risk Fund Growth ₹2,081.85
↓ -0.36 ₹166 2.1 4.2 7.1 8.4 9.2 7.5% 3Y 7D 4Y 2M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Credit Risk Fund ICICI Prudential Regular Savings Fund Invesco India Credit Risk Fund Point 1 Lower mid AUM (₹287 Cr). Upper mid AUM (₹1,532 Cr). Bottom quartile AUM (₹104 Cr). Highest AUM (₹6,320 Cr). Bottom quartile AUM (₹166 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (12+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 10.41% (upper mid). 1Y return: 12.20% (top quartile). 1Y return: 7.45% (bottom quartile). 1Y return: 8.15% (lower mid). 1Y return: 7.11% (bottom quartile). Point 6 1M return: 0.29% (bottom quartile). 1M return: 0.54% (lower mid). 1M return: 0.91% (top quartile). 1M return: 0.59% (upper mid). 1M return: 0.27% (bottom quartile). Point 7 Sharpe: 0.75 (lower mid). Sharpe: 1.77 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 1.30 (upper mid). Sharpe: 0.53 (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): 7.73% (lower mid). Yield to maturity (debt): 7.98% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.35% (top quartile). Yield to maturity (debt): 7.50% (bottom quartile). Point 10 Modified duration: 2.16 yrs (bottom quartile). Modified duration: 2.08 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.11 yrs (lower mid). Modified duration: 3.02 yrs (bottom quartile). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
ICICI Prudential Regular Savings Fund
Invesco India Credit Risk Fund
ਚੋਟੀ ਦੇ 5 ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Corporate Debt Fund Growth ₹106.639
↑ 0.07 ₹1,345 2 2.8 6 7.5 9.1 7.42% 1Y 11M 16D 4Y 29D BNP Paribas Corporate Bond Fund Growth ₹29.4239
↑ 0.01 ₹270 2.4 3 6.1 7.5 8.3 7.2% 2Y 8M 5D 3Y 7M 13D ICICI Prudential Corporate Bond Fund Growth ₹31.9234
↑ 0.01 ₹30,202 2.3 2.8 6 7.3 8 7.35% 3Y 5M 23D 6Y 14D Nippon India Prime Debt Fund Growth ₹63.7247
↑ 0.03 ₹9,432 2.2 2.5 5.3 7.2 7.8 7.34% 2Y 11M 12D 3Y 9M 29D Kotak Corporate Bond Fund Standard Growth ₹4,005.11
↑ 0.75 ₹15,171 2.1 2.2 5.2 7.1 7.8 7.45% 2Y 11M 19D 4Y 9M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Corporate Debt Fund BNP Paribas Corporate Bond Fund ICICI Prudential Corporate Bond Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard Point 1 Bottom quartile AUM (₹1,345 Cr). Bottom quartile AUM (₹270 Cr). Highest AUM (₹30,202 Cr). Lower mid AUM (₹9,432 Cr). Upper mid AUM (₹15,171 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (18+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (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: 6.03% (upper mid). 1Y return: 6.05% (top quartile). 1Y return: 6.02% (lower mid). 1Y return: 5.33% (bottom quartile). 1Y return: 5.21% (bottom quartile). Point 6 1M return: 0.43% (top quartile). 1M return: 0.23% (upper mid). 1M return: 0.17% (lower mid). 1M return: 0.11% (bottom quartile). 1M return: 0.06% (bottom quartile). Point 7 Sharpe: -0.05 (lower mid). Sharpe: 0.02 (upper mid). Sharpe: 0.12 (top quartile). Sharpe: -0.27 (bottom quartile). Sharpe: -0.26 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.42% (upper mid). Yield to maturity (debt): 7.20% (bottom quartile). Yield to maturity (debt): 7.35% (lower mid). Yield to maturity (debt): 7.34% (bottom quartile). Yield to maturity (debt): 7.45% (top quartile). Point 10 Modified duration: 1.96 yrs (top quartile). Modified duration: 2.68 yrs (upper mid). Modified duration: 3.48 yrs (bottom quartile). Modified duration: 2.95 yrs (lower mid). Modified duration: 2.97 yrs (bottom quartile). Franklin India Corporate Debt Fund
BNP Paribas Corporate Bond Fund
ICICI Prudential 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.4183
↓ -0.02 ₹1,875 2.9 4.8 8.5 7.3 3.7 7.37% 11Y 5M 5D 27Y 5M 26D Axis Gilt Fund Growth ₹26.5658
↓ -0.05 ₹405 2.2 2 5.4 6.8 5.2 7.13% 8Y 10M 10D 21Y 9M 29D ICICI Prudential Gilt Fund Growth ₹107.831
↓ -0.20 ₹8,890 2.7 2.2 5.3 6.7 6.8 7.47% 9Y 5M 12D 21Y 5M 1D UTI Gilt Fund Growth ₹65.5769
↓ -0.12 ₹423 1.1 2 6.2 6.4 5.1 6.12% 3Y 1M 6D 7Y SBI Magnum Gilt Fund Growth ₹68.252
↓ -0.05 ₹8,306 1.7 2 4.8 6.1 4.5 7.12% 8Y 1M 20D 23Y 5M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund ICICI Prudential Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund Point 1 Lower mid AUM (₹1,875 Cr). Bottom quartile AUM (₹405 Cr). Highest AUM (₹8,890 Cr). Bottom quartile AUM (₹423 Cr). Upper mid AUM (₹8,306 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Established history (25+ 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: 8.54% (top quartile). 1Y return: 5.36% (lower mid). 1Y return: 5.30% (bottom quartile). 1Y return: 6.16% (upper mid). 1Y return: 4.78% (bottom quartile). Point 6 1M return: 0.15% (top quartile). 1M return: -0.37% (bottom quartile). 1M return: -0.26% (lower mid). 1M return: -0.32% (bottom quartile). 1M return: -0.04% (upper mid). Point 7 Sharpe: 0.09 (top quartile). Sharpe: -0.31 (lower mid). Sharpe: -0.29 (upper mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.64 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.13% (lower mid). Yield to maturity (debt): 7.47% (top quartile). Yield to maturity (debt): 6.12% (bottom quartile). Yield to maturity (debt): 7.12% (bottom quartile). Point 10 Modified duration: 11.43 yrs (bottom quartile). Modified duration: 8.86 yrs (lower mid). Modified duration: 9.45 yrs (bottom quartile). Modified duration: 3.10 yrs (top quartile). Modified duration: 8.14 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
ICICI Prudential Gilt Fund
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 (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.94
↓ -0.12 ₹1,841 6.3 13.4 14.3 16.4 13.9 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 UTI Multi Asset Fund Growth ₹78.9997
↓ -0.55 ₹6,998 1.8 -0.3 6.2 15.1 12.5 11.1 ICICI Prudential Multi-Asset Fund Growth ₹815.264
↓ -3.93 ₹86,785 2.7 -0.7 6.9 14.4 16.1 18.6 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund IDBI Hybrid Equity Fund Point 1 Bottom quartile AUM (₹1,841 Cr). Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹6,998 Cr). Highest AUM (₹86,785 Cr). Bottom quartile AUM (₹179 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (23+ yrs). Established history (9+ yrs). Point 3 Not Rated. Top rated. Rating: 1★ (lower mid). Rating: 2★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.91% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 12.53% (bottom quartile). 5Y return: 16.12% (top quartile). 5Y return: 7.09% (bottom quartile). Point 6 3Y return: 16.41% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.06% (lower mid). 3Y return: 14.45% (bottom quartile). 3Y return: 14.43% (bottom quartile). Point 7 1Y return: 14.26% (upper mid). 1Y return: 27.10% (top quartile). 1Y return: 6.22% (bottom quartile). 1Y return: 6.93% (bottom quartile). 1Y return: 12.06% (lower mid). Point 8 1M return: 2.63% (top quartile). 1M return: 1.80% (lower mid). 1M return: -0.09% (bottom quartile). 1M return: 0.10% (bottom quartile). 1M return: 2.10% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 5.81 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.26 (bottom quartile). Point 10 Sharpe: 0.32 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: 0.17 (bottom quartile). Sharpe: 0.28 (bottom quartile). Sharpe: 1.03 (upper mid). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
IDBI 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 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.94
↓ -0.12 ₹1,841 6.3 13.4 14.3 16.4 13.9 -0.9 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 Bandhan Hybrid Equity Fund Growth ₹28.03
↓ -0.09 ₹2,184 5.8 5.8 8.4 13.4 10.6 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,841 Cr). Upper mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹2,184 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Established history (22+ yrs). Established history (9+ yrs). Point 3 Not Rated. Rating: 2★ (upper mid). Not Rated. Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.91% (upper mid). 5Y return: 14.20% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 10.56% (bottom quartile). Point 6 3Y return: 16.41% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 13.43% (bottom quartile). Point 7 1Y return: 14.26% (lower mid). 1Y return: 27.10% (top quartile). 1Y return: 12.06% (bottom quartile). 1Y return: 14.82% (upper mid). 1Y return: 8.38% (bottom quartile). Point 8 1M return: 2.63% (top quartile). 1M return: 1.80% (lower mid). 1M return: 2.10% (upper mid). 1M return: -2.79% (bottom quartile). 1M return: 0.46% (bottom quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 5.97 (upper mid). Point 10 Sharpe: 0.32 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.05 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
Bandhan Hybrid Equity Fund
ਚੋਟੀ ਦੇ 5 ਕੰਜ਼ਰਵੇਟਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.94
↓ -0.12 ₹1,841 6.3 13.4 14.3 16.4 13.9 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 UTI Multi Asset Fund Growth ₹78.9997
↓ -0.55 ₹6,998 1.8 -0.3 6.2 15.1 12.5 11.1 ICICI Prudential Multi-Asset Fund Growth ₹815.264
↓ -3.93 ₹86,785 2.7 -0.7 6.9 14.4 16.1 18.6 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund IDBI Hybrid Equity Fund Point 1 Bottom quartile AUM (₹1,841 Cr). Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹6,998 Cr). Highest AUM (₹86,785 Cr). Bottom quartile AUM (₹179 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (23+ yrs). Established history (9+ yrs). Point 3 Not Rated. Top rated. Rating: 1★ (lower mid). Rating: 2★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.91% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 12.53% (bottom quartile). 5Y return: 16.12% (top quartile). 5Y return: 7.09% (bottom quartile). Point 6 3Y return: 16.41% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 15.06% (lower mid). 3Y return: 14.45% (bottom quartile). 3Y return: 14.43% (bottom quartile). Point 7 1Y return: 14.26% (upper mid). 1Y return: 27.10% (top quartile). 1Y return: 6.22% (bottom quartile). 1Y return: 6.93% (bottom quartile). 1Y return: 12.06% (lower mid). Point 8 1M return: 2.63% (top quartile). 1M return: 1.80% (lower mid). 1M return: -0.09% (bottom quartile). 1M return: 0.10% (bottom quartile). 1M return: 2.10% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 5.81 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.26 (bottom quartile). Point 10 Sharpe: 0.32 (lower mid). Sharpe: 2.64 (top quartile). Sharpe: 0.17 (bottom quartile). Sharpe: 0.28 (bottom quartile). Sharpe: 1.03 (upper mid). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
IDBI 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 ₹40.1456
↓ -0.06 ₹74,399 1.9 3 6.1 6.9 6.3 6.4 UTI Arbitrage Fund Growth ₹37.5242
↓ -0.06 ₹11,152 1.9 2.9 6.1 6.9 6.1 6.5 Invesco India Arbitrage Fund Growth ₹34.1907
↓ -0.06 ₹29,629 1.9 3 6.1 6.9 6.3 6.5 HDFC Arbitrage Fund Growth ₹32.805
↓ -0.06 ₹25,001 1.9 3 6.1 6.8 6.1 6.3 ICICI Prudential Equity Arbitrage Fund Growth ₹36.7449
↓ -0.05 ₹34,180 1.9 3 6.1 6.8 6.1 6.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund UTI Arbitrage Fund Invesco India Arbitrage Fund HDFC Arbitrage Fund ICICI Prudential Equity Arbitrage Fund Point 1 Highest AUM (₹74,399 Cr). Bottom quartile AUM (₹11,152 Cr). Lower mid AUM (₹29,629 Cr). Bottom quartile AUM (₹25,001 Cr). Upper mid AUM (₹34,180 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 6.28% (upper mid). 5Y return: 6.10% (bottom quartile). 5Y return: 6.31% (top quartile). 5Y return: 6.08% (bottom quartile). 5Y return: 6.12% (lower mid). Point 6 3Y return: 6.93% (top quartile). 3Y return: 6.87% (upper mid). 3Y return: 6.86% (lower mid). 3Y return: 6.82% (bottom quartile). 3Y return: 6.81% (bottom quartile). Point 7 1Y return: 6.10% (upper mid). 1Y return: 6.05% (bottom quartile). 1Y return: 6.12% (top quartile). 1Y return: 6.07% (bottom quartile). 1Y return: 6.08% (lower mid). Point 8 1M return: 0.56% (top quartile). 1M return: 0.53% (bottom quartile). 1M return: 0.55% (upper mid). 1M return: 0.55% (lower mid). 1M return: 0.54% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.50 (upper mid). Sharpe: 0.48 (bottom quartile). Sharpe: 0.60 (top quartile). Sharpe: 0.48 (bottom quartile). Sharpe: 0.49 (lower mid). Kotak Equity Arbitrage Fund
UTI Arbitrage Fund
Invesco India Arbitrage Fund
HDFC 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 (%) 2025 (%) Franklin India Multi - Asset Solution Fund Growth ₹22.4287
↑ 0.02 ₹141 2 3 6.3 12 10.2 14.1 ICICI Prudential Balanced Advantage Fund Growth ₹79.08
↓ -0.33 ₹74,555 5 3.5 6.3 11.4 10.6 12.2 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹113.98
↓ -0.35 ₹9,804 4.9 5.6 7.7 11.3 9.4 10.1 Axis Dynamic Equity Fund Growth ₹21.49
↓ -0.09 ₹3,859 3.1 1.2 3.6 11 8.5 7 Nippon India Balanced Advantage Fund Growth ₹183.822
↓ -0.53 ₹9,898 4 3 4.6 10.1 8.7 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund ICICI Prudential Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Axis Dynamic Equity Fund Nippon India Balanced Advantage Fund Point 1 Bottom quartile AUM (₹141 Cr). Highest AUM (₹74,555 Cr). Lower mid AUM (₹9,804 Cr). Bottom quartile AUM (₹3,859 Cr). Upper mid AUM (₹9,898 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Oldest track record among peers (26 yrs). Established history (9+ yrs). Established history (21+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). 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: 10.20% (upper mid). 5Y return: 10.56% (top quartile). 5Y return: 9.43% (lower mid). 5Y return: 8.52% (bottom quartile). 5Y return: 8.73% (bottom quartile). Point 6 3Y return: 12.03% (top quartile). 3Y return: 11.38% (upper mid). 3Y return: 11.28% (lower mid). 3Y return: 11.03% (bottom quartile). 3Y return: 10.14% (bottom quartile). Point 7 1Y return: 6.31% (upper mid). 1Y return: 6.26% (lower mid). 1Y return: 7.72% (top quartile). 1Y return: 3.62% (bottom quartile). 1Y return: 4.65% (bottom quartile). Point 8 1M return: 0.51% (upper mid). 1M return: -0.24% (lower mid). 1M return: 0.59% (top quartile). 1M return: -0.60% (bottom quartile). 1M return: -0.24% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.12 (lower mid). Sharpe: 0.23 (top quartile). Sharpe: 0.16 (upper mid). Sharpe: -0.14 (bottom quartile). Sharpe: -0.03 (bottom quartile). Franklin India Multi - Asset Solution Fund
ICICI Prudential Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund
Axis Dynamic Equity Fund
Nippon India Balanced Advantage Fund
ਚੋਟੀ ਦੇ 5 ਮਲਟੀ ਐਸੇਟ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) UTI Multi Asset Fund Growth ₹78.9997
↓ -0.55 ₹6,998 1.8 -0.3 6.2 15.1 12.5 11.1 ICICI Prudential Multi-Asset Fund Growth ₹815.264
↓ -3.93 ₹86,785 2.7 -0.7 6.9 14.4 16.1 18.6 SBI Multi Asset Allocation Fund Growth ₹66.8264
↓ -0.14 ₹20,240 0.9 -0.6 12.2 14.4 12.7 18.6 Axis Triple Advantage Fund Growth ₹45.2143
↓ -0.25 ₹2,499 4.1 -0.6 11.5 13.3 8.4 15.3 Edelweiss Multi Asset Allocation Fund Growth ₹65.49
↓ -0.23 ₹3,907 4.2 3.3 4.1 12.6 12 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund SBI Multi Asset Allocation Fund Axis Triple Advantage Fund Edelweiss Multi Asset Allocation Fund Point 1 Lower mid AUM (₹6,998 Cr). Highest AUM (₹86,785 Cr). Upper mid AUM (₹20,240 Cr). Bottom quartile AUM (₹2,499 Cr). Bottom quartile AUM (₹3,907 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.53% (lower mid). 5Y return: 16.12% (top quartile). 5Y return: 12.74% (upper mid). 5Y return: 8.39% (bottom quartile). 5Y return: 11.96% (bottom quartile). Point 6 3Y return: 15.06% (top quartile). 3Y return: 14.45% (upper mid). 3Y return: 14.38% (lower mid). 3Y return: 13.28% (bottom quartile). 3Y return: 12.58% (bottom quartile). Point 7 1Y return: 6.22% (bottom quartile). 1Y return: 6.93% (lower mid). 1Y return: 12.18% (top quartile). 1Y return: 11.48% (upper mid). 1Y return: 4.05% (bottom quartile). Point 8 1M return: -0.09% (bottom quartile). 1M return: 0.10% (bottom quartile). 1M return: 0.22% (upper mid). 1M return: 0.56% (top quartile). 1M return: 0.18% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.07 (top quartile). Point 10 Sharpe: 0.17 (bottom quartile). Sharpe: 0.28 (lower mid). Sharpe: 0.63 (top quartile). Sharpe: 0.58 (upper mid). Sharpe: -0.11 (bottom quartile). UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
SBI Multi Asset Allocation Fund
Axis Triple Advantage Fund
Edelweiss Multi Asset Allocation Fund
ਚੋਟੀ ਦੇ 5 ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Edelweiss Equity Savings Fund Growth ₹27.3957
↓ -0.03 ₹1,530 4.1 5.4 7.8 10.5 8.5 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 ₹27.5374
↓ -0.06 ₹10,409 2.5 2.5 4.9 9.4 9.2 7.9 Axis Equity Saver Fund Growth ₹23.23
↓ -0.07 ₹889 3.9 3.2 5.2 8.6 6.6 5.4 Aditya Birla Sun Life Equity Savings Fund Growth ₹23.41
↓ -0.06 ₹1,123 2.7 2.6 5.9 7.8 6 9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 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 Aditya Birla Sun Life Equity Savings Fund Point 1 Upper mid AUM (₹1,530 Cr). Bottom quartile AUM (₹285 Cr). Highest AUM (₹10,409 Cr). Bottom quartile AUM (₹889 Cr). Lower mid AUM (₹1,123 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (29 yrs). Established history (11+ 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: 8.52% (upper mid). 5Y return: 8.02% (lower mid). 5Y return: 9.18% (top quartile). 5Y return: 6.65% (bottom quartile). 5Y return: 6.03% (bottom quartile). Point 6 3Y return: 10.53% (top quartile). 3Y return: 9.85% (upper mid). 3Y return: 9.41% (lower mid). 3Y return: 8.59% (bottom quartile). 3Y return: 7.78% (bottom quartile). Point 7 1Y return: 7.80% (top quartile). 1Y return: 6.88% (upper mid). 1Y return: 4.92% (bottom quartile). 1Y return: 5.16% (bottom quartile). 1Y return: 5.88% (lower mid). Point 8 1M return: 1.00% (top quartile). 1M return: 0.34% (upper mid). 1M return: 0.00% (bottom quartile). 1M return: 0.04% (bottom quartile). 1M return: 0.26% (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: 0.37 (top quartile). Sharpe: 0.00 (bottom quartile). Sharpe: 0.09 (lower mid). Sharpe: -0.03 (bottom quartile). Sharpe: 0.12 (upper mid). Edelweiss Equity Savings Fund
Tata Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver 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 (%) 2025 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹48.666
↓ -0.30 ₹7,014 3.5 -2.2 -2.6 8.9 11.7 5.2 ICICI Prudential Child Care Plan (Gift) Growth ₹327.4
↓ -1.12 ₹1,434 1.1 1.7 0.3 12.5 11.5 8.3 SBI Magnum Children's Benefit Plan Growth ₹119.263
↓ -0.15 ₹146 4.8 7.5 9.2 11.2 10.3 3.2 Tata Retirement Savings Fund - Progressive Growth ₹69.7367
↓ -0.02 ₹2,217 5.7 12.6 8.2 12.5 9.8 -1.2 Tata Retirement Savings Fund-Moderate Growth ₹68.7105
↓ -0.05 ₹2,218 5.5 11 7.9 11.7 9.7 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 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 - Progressive Tata Retirement Savings Fund-Moderate Point 1 Highest AUM (₹7,014 Cr). Bottom quartile AUM (₹1,434 Cr). Bottom quartile AUM (₹146 Cr). Lower mid AUM (₹2,217 Cr). Upper mid AUM (₹2,218 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (25 yrs). Established history (24+ yrs). Established history (14+ yrs). Established history (14+ 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: 11.68% (top quartile). 5Y return: 11.45% (upper mid). 5Y return: 10.33% (lower mid). 5Y return: 9.76% (bottom quartile). 5Y return: 9.66% (bottom quartile). Point 6 3Y return: 8.92% (bottom quartile). 3Y return: 12.53% (top quartile). 3Y return: 11.20% (bottom quartile). 3Y return: 12.47% (upper mid). 3Y return: 11.67% (lower mid). Point 7 1Y return: -2.58% (bottom quartile). 1Y return: 0.28% (bottom quartile). 1Y return: 9.21% (top quartile). 1Y return: 8.24% (upper mid). 1Y return: 7.88% (lower mid). Point 8 1M return: -1.28% (bottom quartile). 1M return: -0.81% (bottom quartile). 1M return: 0.41% (lower mid). 1M return: 1.04% (upper mid). 1M return: 1.08% (top quartile). Point 9 Alpha: -5.64 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 3.37 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.41 (bottom quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 0.42 (top quartile). Sharpe: 0.14 (upper mid). Sharpe: 0.12 (lower mid). HDFC Retirement Savings Fund - Equity Plan
ICICI Prudential Child Care Plan (Gift)
SBI Magnum Children's Benefit Plan
Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund-Moderate
ਚੋਟੀ ਦੇ 5 ਗੋਲਡ ਫੰਡ 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI Gold Fund Growth ₹38.6674
↓ -0.53 ₹775 -3.5 -10.9 42.1 34.5 24.5 79 SBI Gold Fund Growth ₹43.5071
↓ -0.64 ₹15,812 -4.1 -10.9 42.3 34.5 24.5 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹45.9235
↓ -0.68 ₹6,398 -4.2 -11.1 41.9 34.4 24.3 72 Aditya Birla Sun Life Gold Fund Growth ₹43.2734
↓ -0.63 ₹1,665 -3.7 -10.6 41.9 34.4 24.3 72 Nippon India Gold Savings Fund Growth ₹56.7982
↓ -0.84 ₹6,959 -4.1 -10.8 42.1 34.4 24.3 71.2 HDFC Gold Fund Growth ₹44.394
↓ -0.66 ₹11,197 -4.6 -10.7 42.1 34.3 24.4 71.3 Kotak Gold Fund Growth ₹57.0736
↓ -0.83 ₹6,532 -3.9 -10.7 41.9 34.3 24.1 70.4 Axis Gold Fund Growth ₹43.0626
↓ -0.60 ₹2,887 -4.2 -11.9 41.3 34 24.3 69.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 8 Funds showcased
Commentary IDBI Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Aditya Birla Sun Life Gold Fund Nippon India Gold Savings Fund HDFC Gold Fund Kotak Gold Fund Axis Gold Fund Point 1 Bottom quartile AUM (₹775 Cr). Highest AUM (₹15,812 Cr). Lower mid AUM (₹6,398 Cr). Bottom quartile AUM (₹1,665 Cr). Upper mid AUM (₹6,959 Cr). Top quartile AUM (₹11,197 Cr). Upper mid AUM (₹6,532 Cr). Lower mid AUM (₹2,887 Cr). Point 2 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 (14+ yrs). Established history (15+ yrs). Established history (14+ yrs). Point 3 Not Rated. Rating: 2★ (top quartile). Rating: 1★ (upper mid). Top rated. Rating: 2★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.53% (top quartile). 5Y return: 24.49% (top quartile). 5Y return: 24.31% (upper mid). 5Y return: 24.31% (lower mid). 5Y return: 24.27% (bottom quartile). 5Y return: 24.36% (upper mid). 5Y return: 24.08% (bottom quartile). 5Y return: 24.27% (lower mid). Point 6 3Y return: 34.51% (top quartile). 3Y return: 34.47% (top quartile). 3Y return: 34.41% (upper mid). 3Y return: 34.39% (upper mid). 3Y return: 34.37% (lower mid). 3Y return: 34.30% (lower mid). 3Y return: 34.26% (bottom quartile). 3Y return: 34.03% (bottom quartile). Point 7 1Y return: 42.14% (top quartile). 1Y return: 42.32% (top quartile). 1Y return: 41.88% (lower mid). 1Y return: 41.85% (bottom quartile). 1Y return: 42.09% (upper mid). 1Y return: 42.09% (upper mid). 1Y return: 41.89% (lower mid). 1Y return: 41.29% (bottom quartile). Point 8 1M return: 6.08% (top quartile). 1M return: 5.42% (lower mid). 1M return: 5.30% (bottom quartile). 1M return: 5.63% (top quartile). 1M return: 5.45% (lower mid). 1M return: 5.56% (upper mid). 1M return: 5.55% (upper mid). 1M return: 5.23% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.17 (lower mid). Sharpe: 1.22 (upper mid). Sharpe: 1.16 (lower mid). Sharpe: 1.13 (bottom quartile). Sharpe: 1.13 (bottom quartile). Sharpe: 1.22 (upper mid). Sharpe: 1.30 (top quartile). Sharpe: 1.28 (top quartile). IDBI Gold Fund
SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Aditya Birla Sun Life Gold Fund
Nippon India Gold Savings Fund
HDFC Gold Fund
Kotak Gold Fund
Axis Gold Fund
1 ਮਹੀਨੇ ਦੇ ਪ੍ਰਦਰਸ਼ਨ 'ਤੇ ਆਧਾਰਿਤ ਸਰਵੋਤਮ ਮਿਉਚੁਅਲ ਫੰਡ
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Research Highlights for Franklin India Short Term Income Plan - Retail Plan Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on "The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. Research Highlights for DSP World Mining Fund Below is the key information for DSP World Mining Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Research Highlights for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF). Research Highlights for IDBI Gold Fund Below is the key information for IDBI Gold Fund Returns up to 1 year are on 1. Franklin India Short Term Income Plan - Retail Plan
Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value
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. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (01 Sep 26) ₹61.8689 ↓ -1.79 (-2.82 %) Net Assets (Cr) ₹1,441 on 31 Jul 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.14 Information Ratio -0.56 Alpha Ratio 2.59 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹7,679 31 Aug 23 ₹9,692 31 Aug 24 ₹12,678 31 Aug 25 ₹21,230 31 Aug 26 ₹37,198 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 26.6% 3 Month 10.4% 6 Month -11.7% 1 Year 70.3% 3 Year 55.3% 5 Year 29.1% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 167.1% 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.25 Yr. Data below for DSP World Gold Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Basic Materials 91.57% Asset Allocation
Asset Class Value Cash 6.38% Equity 91.78% Debt 0.01% Other 1.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -66% ₹954 Cr 983,452 VanEck Gold Miners ETF
- | GDX28% ₹405 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹58 Cr Net Receivables/Payables
Net Current Assets | -2% ₹23 Cr 3. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (01 Sep 26) ₹34.5599 ↓ -0.73 (-2.07 %) Net Assets (Cr) ₹168 on 31 Jul 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 1.67 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹9,847 31 Aug 23 ₹11,099 31 Aug 24 ₹11,646 31 Aug 25 ₹14,040 31 Aug 26 ₹25,070 Returns for DSP World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 14.5% 3 Month 4.3% 6 Month 0.7% 1 Year 72.5% 3 Year 30% 5 Year 19.9% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 79% 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% Fund Manager information for DSP World Mining Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.25 Yr. Data below for DSP World Mining Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Basic Materials 93.15% Energy 1.01% Asset Allocation
Asset Class Value Cash 5.83% Equity 94.15% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -96% ₹161 Cr 141,034 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -3% ₹6 Cr Net Receivables/Payables
Net Current Assets | -1% ₹1 Cr 4. 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 5. IDBI Gold Fund
IDBI Gold Fund
Growth Launch Date 14 Aug 12 NAV (02 Sep 26) ₹38.6674 ↓ -0.53 (-1.35 %) Net Assets (Cr) ₹775 on 31 Jul 26 Category Gold - Gold AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 0.64 Sharpe Ratio 1.17 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,802 31 Aug 23 ₹12,318 31 Aug 24 ₹14,809 31 Aug 25 ₹20,729 31 Aug 26 ₹30,772 Returns for IDBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 6.1% 3 Month -3.5% 6 Month -10.9% 1 Year 42.1% 3 Year 34.5% 5 Year 24.5% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 79% 2024 18.7% 2023 14.8% 2022 12% 2021 -4% 2020 24.2% 2019 21.6% 2018 5.8% 2017 1.4% 2016 8.3% Fund Manager information for IDBI Gold Fund
Name Since Tenure Sumit Bhatnagar 1 Jun 24 2.17 Yr. Sasikant Aravamuthan 1 Jul 26 0.08 Yr. Data below for IDBI Gold Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 1.95% Other 98.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity LIC MF Gold ETF
- | -100% ₹775 Cr 60,829,200
↑ 945,000 Treps
CBLO/Reverse Repo | -0% ₹2 Cr Net Receivables / (Payables)
Net Current Assets | -0% -₹2 Cr
ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਮਾਰਟ ਸੁਝਾਅ: ਇੱਕਮੁਸ਼ਤ ਅਤੇ SIP ਨਿਵੇਸ਼
ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਇੱਕ ਸੰਪੂਰਣ ਤਰੀਕਾ ਇਸਦੇ ਗੁਣਾਤਮਕ ਅਤੇ ਗਿਣਾਤਮਕ ਮਾਪਾਂ ਨੂੰ ਦੇਖਣਾ ਹੈ, ਜਿਵੇਂ ਕਿ:
1. ਸਕੀਮ ਸੰਪਤੀ ਦਾ ਆਕਾਰ
ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਹਮੇਸ਼ਾ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਣਾ ਚਾਹੀਦਾ ਹੈ ਜੋ ਨਾ ਤਾਂ ਬਹੁਤ ਵੱਡਾ ਹੋਵੇ ਅਤੇ ਨਾ ਹੀ ਆਕਾਰ ਵਿੱਚ ਬਹੁਤ ਛੋਟਾ ਹੋਵੇ। ਹਾਲਾਂਕਿ ਫੰਡ ਦੇ ਆਕਾਰ ਦੇ ਵਿਚਕਾਰ ਕੋਈ ਸੰਪੂਰਨ ਪਰਿਭਾਸ਼ਾ ਅਤੇ ਸਬੰਧ ਨਹੀਂ ਹੈ, ਇਹ ਕਿਹਾ ਜਾਂਦਾ ਹੈ ਕਿ ਦੋਵੇਂ ਬਹੁਤ ਛੋਟੇ ਜਾਂ ਬਹੁਤ ਵੱਡੇ, ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਵਿੱਚ ਰੁਕਾਵਟ ਪਾ ਸਕਦੇ ਹਨ। ਕਿਸੇ ਵੀ ਸਕੀਮ ਵਿੱਚ ਘੱਟ ਸੰਪਤੀ ਅੰਡਰ ਮੈਨੇਜਮੈਂਟ (ਏਯੂਐਮ) ਬਹੁਤ ਜੋਖਮ ਭਰਿਆ ਹੁੰਦਾ ਹੈ ਕਿਉਂਕਿ ਤੁਸੀਂ ਨਹੀਂ ਜਾਣਦੇ ਕਿ ਨਿਵੇਸ਼ਕ ਕੌਣ ਹਨ ਅਤੇ ਉਹਨਾਂ ਨੇ ਕਿਸੇ ਖਾਸ ਸਕੀਮ ਵਿੱਚ ਕਿੰਨੀ ਮਾਤਰਾ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਹੈ। ਇਸ ਤਰ੍ਹਾਂ, ਫੰਡ ਦੀ ਚੋਣ ਕਰਦੇ ਸਮੇਂ, ਉਸ ਲਈ ਜਾਣ ਦੀ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈ ਜਿਸਦੀ ਏਯੂਐਮ ਲਗਭਗ ਸ਼੍ਰੇਣੀ ਦੇ ਸਮਾਨ ਹੈ।
2. ਫੰਡ ਪ੍ਰਦਰਸ਼ਨ
ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਲਈ ਫੰਡ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਦਾ ਨਿਰਪੱਖ ਮੁਲਾਂਕਣ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ। ਨਾਲ ਹੀ, ਇੱਕ ਅਜਿਹੀ ਸਕੀਮ ਲਈ ਜਾਣ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਜੋ ਲਗਾਤਾਰ 4-5 ਸਾਲਾਂ ਵਿੱਚ ਇਸਦੇ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਂਦੀ ਹੈ, ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇਹ ਜਾਂਚ ਕਰਨ ਲਈ ਹਰੇਕ ਮਿਆਦ ਨੂੰ ਦੇਖਣਾ ਚਾਹੀਦਾ ਹੈ ਕਿ ਫੰਡ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਣ ਦੇ ਯੋਗ ਹੈ ਜਾਂ ਨਹੀਂ।
3. ਕੁੱਲ ਖਰਚ ਅਨੁਪਾਤ
ਨਿਵੇਸ਼ਕ ਜੋ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਉਹਨਾਂ ਨੂੰ ਸੰਪਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀ ਦੁਆਰਾ ਚਾਰਜ ਕੀਤੇ ਜਾਣ ਵਾਲੇ ਕੁਝ ਖਰਚੇ ਜਿਵੇਂ ਪ੍ਰਬੰਧਨ ਫੀਸ, ਸੰਚਾਲਨ ਲਾਗਤਾਂ ਆਦਿ ਨੂੰ ਸਹਿਣ ਕਰਨਾ ਪੈਂਦਾ ਹੈ।ਏ.ਐਮ.ਸੀ). ਕਈ ਵਾਰ, ਨਿਵੇਸ਼ਕ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਂਦੇ ਹਨ ਜਿਸਦਾ ਖਰਚਾ ਅਨੁਪਾਤ ਘੱਟ ਹੁੰਦਾ ਹੈ, ਪਰ ਇਹ ਅਜਿਹੀ ਚੀਜ਼ ਹੈ ਜਿਸ ਨੂੰ ਹੋਰ ਮਹੱਤਵਪੂਰਨ ਕਾਰਕਾਂ ਜਿਵੇਂ ਕਿ ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ, ਆਦਿ ਨੂੰ ਛੱਡਣਾ ਨਹੀਂ ਚਾਹੀਦਾ।
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Excellent Very helpful for seclecting top most mutual funds for Investment
Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
very helpful
Want to know about MF