+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 ₹94.3582
↑ 1.25 ₹48,871 4 5.5 8.1 18.8 22.4 18.2 ICICI Prudential Bluechip Fund Growth ₹116.25
↑ 1.33 ₹75,863 5.6 6.3 9.8 18 20 16.9 DSP TOP 100 Equity Growth ₹487.739
↑ 5.00 ₹6,934 4.7 2.8 6.5 17.6 16.6 20.5 Invesco India Largecap Fund Growth ₹71.92
↑ 0.84 ₹1,686 4.5 4.9 5.8 16.9 17.7 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund DSP TOP 100 Equity Invesco India Largecap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹48,871 Cr). Highest AUM (₹75,863 Cr). Lower mid AUM (₹6,934 Cr). Bottom quartile AUM (₹1,686 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). 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% (bottom quartile). 5Y return: 22.41% (top quartile). 5Y return: 19.98% (upper mid). 5Y return: 16.56% (bottom quartile). 5Y return: 17.67% (lower mid). Point 6 3Y return: 21.88% (top quartile). 3Y return: 18.81% (upper mid). 3Y return: 18.04% (lower mid). 3Y return: 17.57% (bottom quartile). 3Y return: 16.87% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 8.15% (lower mid). 1Y return: 9.81% (upper mid). 1Y return: 6.53% (bottom quartile). 1Y return: 5.84% (bottom quartile). Point 8 Alpha: 2.11 (top quartile). Alpha: 0.46 (lower mid). Alpha: 0.55 (upper mid). Alpha: -2.26 (bottom quartile). Alpha: 0.09 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.12 (lower mid). Sharpe: -0.10 (bottom quartile). Sharpe: 0.08 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.44 (top quartile). Information ratio: 1.23 (upper mid). Information ratio: 0.51 (bottom quartile). Information ratio: 0.72 (lower mid). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
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 ₹103.52
↑ 1.65 ₹37,501 0.4 4.4 -2.5 26.4 30.3 57.1 Edelweiss Mid Cap Fund Growth ₹104.775
↑ 1.34 ₹12,647 4.5 7.2 6.3 25.3 27 38.9 Invesco India Mid Cap Fund Growth ₹188.63
↑ 2.56 ₹9,320 4.2 12.7 14 27.9 26.5 43.1 Sundaram Mid Cap Fund Growth ₹1,446.05
↑ 15.68 ₹13,236 5.1 8 7.3 24.5 24.9 32 ICICI Prudential MidCap Fund Growth ₹312.12
↑ 4.09 ₹6,964 5.9 9.9 10.4 22.7 24.7 27 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund Point 1 Highest AUM (₹37,501 Cr). Lower mid AUM (₹12,647 Cr). Bottom quartile AUM (₹9,320 Cr). Upper mid AUM (₹13,236 Cr). Bottom quartile AUM (₹6,964 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (21+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). 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: 30.32% (top quartile). 5Y return: 26.96% (upper mid). 5Y return: 26.45% (lower mid). 5Y return: 24.88% (bottom quartile). 5Y return: 24.69% (bottom quartile). Point 6 3Y return: 26.43% (upper mid). 3Y return: 25.26% (lower mid). 3Y return: 27.92% (top quartile). 3Y return: 24.47% (bottom quartile). 3Y return: 22.66% (bottom quartile). Point 7 1Y return: -2.54% (bottom quartile). 1Y return: 6.31% (bottom quartile). 1Y return: 13.96% (top quartile). 1Y return: 7.26% (lower mid). 1Y return: 10.38% (upper mid). Point 8 Alpha: -4.22 (bottom quartile). Alpha: -0.23 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -0.05 (lower mid). Alpha: 2.69 (top quartile). Point 9 Sharpe: -0.13 (bottom quartile). Sharpe: 0.07 (bottom quartile). Sharpe: 0.43 (top quartile). Sharpe: 0.08 (lower mid). Sharpe: 0.22 (upper mid). Point 10 Information ratio: 0.20 (top quartile). Information ratio: 0.18 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.16 (lower mid). Information ratio: -0.29 (bottom quartile). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
ਚੋਟੀ ਦੇ 5 ਸਮਾਲ ਕੈਪ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Small Cap Fund Growth ₹141.422
↑ 1.24 ₹38,412 0.6 5.4 2.9 21.2 27.6 20.4 Franklin India Smaller Companies Fund Growth ₹169.712
↑ 1.95 ₹13,790 1.5 -0.4 -3.7 21.1 26 23.2 Sundaram Small Cap Fund Growth ₹265.2
↑ 2.93 ₹3,496 4.7 6.1 4.1 20.6 25.2 19.1 IDBI Small Cap Fund Growth ₹29.8344
↑ 0.25 ₹647 0.5 0.6 -8.9 16.8 24.9 40 ICICI Prudential Smallcap Fund Growth ₹86.55
↑ 0.66 ₹8,622 -0.7 1.8 0 16.6 24.5 15.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Small Cap Fund Franklin India Smaller Companies Fund Sundaram Small Cap Fund IDBI Small Cap Fund ICICI Prudential Smallcap Fund Point 1 Highest AUM (₹38,412 Cr). Upper mid AUM (₹13,790 Cr). Bottom quartile AUM (₹3,496 Cr). Bottom quartile AUM (₹647 Cr). Lower mid AUM (₹8,622 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (20 yrs). Established history (8+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Not Rated. 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: 27.55% (top quartile). 5Y return: 25.95% (upper mid). 5Y return: 25.17% (lower mid). 5Y return: 24.91% (bottom quartile). 5Y return: 24.53% (bottom quartile). Point 6 3Y return: 21.24% (top quartile). 3Y return: 21.12% (upper mid). 3Y return: 20.64% (lower mid). 3Y return: 16.81% (bottom quartile). 3Y return: 16.63% (bottom quartile). Point 7 1Y return: 2.92% (upper mid). 1Y return: -3.66% (bottom quartile). 1Y return: 4.05% (top quartile). 1Y return: -8.94% (bottom quartile). 1Y return: 0.01% (lower mid). Point 8 Alpha: 0.00 (upper mid). Alpha: -3.92 (bottom quartile). Alpha: 2.09 (top quartile). Alpha: -5.20 (bottom quartile). Alpha: -1.20 (lower mid). Point 9 Sharpe: -0.07 (top quartile). Sharpe: -0.40 (bottom quartile). Sharpe: -0.12 (upper mid). Sharpe: -0.43 (bottom quartile). Sharpe: -0.28 (lower mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.26 (upper mid). Information ratio: -0.43 (lower mid). Information ratio: -0.79 (bottom quartile). Information ratio: -0.85 (bottom quartile). HDFC Small Cap Fund
Franklin India Smaller Companies Fund
Sundaram Small Cap Fund
IDBI Small Cap Fund
ICICI Prudential Smallcap 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 Motilal Oswal Multicap 35 Fund Growth ₹62.5272
↑ 0.72 ₹14,319 2 4 2.4 22.1 17.3 45.7 Nippon India Multi Cap Fund Growth ₹304.188
↑ 3.58 ₹49,314 1.8 3.6 4.5 21.7 27.5 25.8 HDFC Equity Fund Growth ₹2,084.37
↑ 17.08 ₹91,041 4.9 6.3 10.6 21.2 26 23.5 JM Multicap Fund Growth ₹99.0968
↑ 1.28 ₹6,080 2.7 2.4 -3.1 20.8 22.5 33.3 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 Diversified Equity Fund Motilal Oswal Multicap 35 Fund Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Point 1 Bottom quartile AUM (₹382 Cr). Lower mid AUM (₹14,319 Cr). Upper mid AUM (₹49,314 Cr). Highest AUM (₹91,041 Cr). Bottom quartile AUM (₹6,080 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (30 yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 4★ (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: 12.03% (bottom quartile). 5Y return: 17.26% (bottom quartile). 5Y return: 27.49% (top quartile). 5Y return: 26.03% (upper mid). 5Y return: 22.46% (lower mid). Point 6 3Y return: 22.73% (top quartile). 3Y return: 22.08% (upper mid). 3Y return: 21.65% (lower mid). 3Y return: 21.19% (bottom quartile). 3Y return: 20.78% (bottom quartile). Point 7 1Y return: 13.54% (top quartile). 1Y return: 2.39% (bottom quartile). 1Y return: 4.47% (lower mid). 1Y return: 10.65% (upper mid). 1Y return: -3.14% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.60 (upper mid). Alpha: -0.58 (lower mid). Alpha: 3.93 (top quartile). Alpha: -10.27 (bottom quartile). Point 9 Sharpe: 1.01 (top quartile). Sharpe: 0.05 (lower mid). Sharpe: -0.07 (bottom quartile). Sharpe: 0.39 (upper mid). Sharpe: -0.64 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.57 (bottom quartile). Information ratio: 0.64 (lower mid). Information ratio: 1.44 (top quartile). Information ratio: 0.89 (upper mid). IDBI Diversified Equity Fund
Motilal Oswal Multicap 35 Fund
Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
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 ₹52.3365
↑ 0.66 ₹4,515 4.4 2.7 -0.9 23.7 22.7 47.7 SBI Magnum Tax Gain Fund Growth ₹451.355
↑ 4.28 ₹31,783 4.7 4.1 5.1 23.2 23.6 27.7 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Tax Saver Fund Growth ₹1,468.23
↑ 14.14 ₹17,194 4.1 5 9.2 20.7 23.8 21.3 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund SBI Magnum Tax Gain Fund IDBI Equity Advantage Fund HDFC Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Lower mid AUM (₹4,515 Cr). Highest AUM (₹31,783 Cr). Bottom quartile AUM (₹485 Cr). Upper mid AUM (₹17,194 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (10+ yrs). Established history (18+ yrs). Established history (12+ yrs). Oldest track record among peers (29 yrs). Established history (24+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 2★ (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: 22.74% (lower mid). 5Y return: 23.57% (upper mid). 5Y return: 9.97% (bottom quartile). 5Y return: 23.81% (top quartile). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 23.69% (top quartile). 3Y return: 23.21% (upper mid). 3Y return: 20.84% (lower mid). 3Y return: 20.66% (bottom quartile). 3Y return: 20.64% (bottom quartile). Point 7 1Y return: -0.91% (bottom quartile). 1Y return: 5.15% (bottom quartile). 1Y return: 16.92% (upper mid). 1Y return: 9.20% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: -2.71 (bottom quartile). Alpha: -2.21 (bottom quartile). Alpha: 1.78 (upper mid). Alpha: 2.58 (top quartile). Alpha: 1.75 (lower mid). Point 9 Sharpe: -0.08 (bottom quartile). Sharpe: -0.18 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 0.25 (lower mid). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 0.75 (lower mid). Information ratio: 1.86 (top quartile). Information ratio: -1.13 (bottom quartile). Information ratio: 1.38 (upper mid). Information ratio: -0.15 (bottom quartile). Motilal Oswal Long Term Equity Fund
SBI Magnum Tax Gain Fund
IDBI Equity Advantage Fund
HDFC Tax Saver Fund
HDFC Long Term Advantage Fund
ਚੋਟੀ ਦੇ 5 ਸੈਕਟਰ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Opportunities Fund Growth ₹259.576
↑ 0.43 ₹8,189 1 5.7 5.5 28.5 25.2 37.3 SBI PSU Fund Growth ₹33.9525
↑ 0.36 ₹5,714 11 6.3 6.7 28.2 30.8 23.5 Invesco India PSU Equity Fund Growth ₹65.91
↑ 0.71 ₹1,466 9.1 2.4 6.2 28.1 28.6 25.6 LIC MF Infrastructure Fund Growth ₹49.6348
↑ 0.67 ₹1,054 3.6 2.9 -1.1 26.9 28.1 47.8 Franklin Build India Fund Growth ₹145.836
↑ 1.86 ₹3,088 4.5 5.2 3.7 26.2 29.4 27.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Opportunities Fund SBI PSU Fund Invesco India PSU Equity Fund LIC MF Infrastructure Fund Franklin Build India Fund Point 1 Highest AUM (₹8,189 Cr). Upper mid AUM (₹5,714 Cr). Bottom quartile AUM (₹1,466 Cr). Bottom quartile AUM (₹1,054 Cr). Lower mid AUM (₹3,088 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (15+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (16+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 25.23% (bottom quartile). 5Y return: 30.83% (top quartile). 5Y return: 28.56% (lower mid). 5Y return: 28.10% (bottom quartile). 5Y return: 29.42% (upper mid). Point 6 3Y return: 28.50% (top quartile). 3Y return: 28.23% (upper mid). 3Y return: 28.12% (lower mid). 3Y return: 26.90% (bottom quartile). 3Y return: 26.16% (bottom quartile). Point 7 1Y return: 5.49% (lower mid). 1Y return: 6.75% (top quartile). 1Y return: 6.22% (upper mid). 1Y return: -1.12% (bottom quartile). 1Y return: 3.72% (bottom quartile). Point 8 Alpha: 0.68 (top quartile). Alpha: -0.58 (bottom quartile). Alpha: -0.54 (lower mid). Alpha: -6.32 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.06 (lower mid). Sharpe: 0.09 (upper mid). Sharpe: 0.09 (top quartile). Sharpe: -0.04 (bottom quartile). Sharpe: -0.11 (bottom quartile). Point 10 Information ratio: 1.78 (top quartile). Information ratio: -0.57 (bottom quartile). Information ratio: -0.60 (bottom quartile). Information ratio: 0.40 (upper mid). Information ratio: 0.00 (lower mid). Franklin India Opportunities Fund
SBI PSU Fund
Invesco India PSU Equity Fund
LIC MF Infrastructure Fund
Franklin Build India Fund
ਚੋਟੀ ਦੇ 5 ਮੁੱਲ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Value Fund Growth ₹234.674
↑ 3.01 ₹9,173 6.2 5.2 5.9 21.6 23.7 22.3 JM Value Fund Growth ₹98.0343
↑ 1.19 ₹1,012 2.9 1.1 -2.7 21.5 22.5 25.1 ICICI Prudential Value Discovery Fund Growth ₹492.67
↓ -0.98 ₹57,935 4.1 6.7 10.2 20.8 25.1 20 Aditya Birla Sun Life Pure Value Fund Growth ₹128.923
↑ 1.65 ₹6,304 7.5 5.2 1.9 19.9 21 18.5 Tata Equity PE Fund Growth ₹363.534
↑ 5.18 ₹8,882 7.5 6.6 3.2 19.4 20 21.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Value Fund JM Value Fund ICICI Prudential Value Discovery Fund Aditya Birla Sun Life Pure Value Fund Tata Equity PE Fund Point 1 Upper mid AUM (₹9,173 Cr). Bottom quartile AUM (₹1,012 Cr). Highest AUM (₹57,935 Cr). Bottom quartile AUM (₹6,304 Cr). Lower mid AUM (₹8,882 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (28 yrs). Established history (21+ yrs). Established history (17+ yrs). Established history (21+ yrs). Point 3 Not Rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). 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: 23.74% (upper mid). 5Y return: 22.48% (lower mid). 5Y return: 25.14% (top quartile). 5Y return: 21.03% (bottom quartile). 5Y return: 20.02% (bottom quartile). Point 6 3Y return: 21.61% (top quartile). 3Y return: 21.54% (upper mid). 3Y return: 20.81% (lower mid). 3Y return: 19.95% (bottom quartile). 3Y return: 19.42% (bottom quartile). Point 7 1Y return: 5.87% (upper mid). 1Y return: -2.65% (bottom quartile). 1Y return: 10.22% (top quartile). 1Y return: 1.87% (bottom quartile). 1Y return: 3.25% (lower mid). Point 8 Alpha: -1.68 (upper mid). Alpha: -9.82 (bottom quartile). Alpha: 1.53 (top quartile). Alpha: -6.31 (bottom quartile). Alpha: -5.82 (lower mid). Point 9 Sharpe: -0.10 (upper mid). Sharpe: -0.57 (bottom quartile). Sharpe: 0.16 (top quartile). Sharpe: -0.31 (lower mid). Sharpe: -0.35 (bottom quartile). Point 10 Information ratio: 1.59 (top quartile). Information ratio: 0.85 (lower mid). Information ratio: 0.97 (upper mid). Information ratio: 0.58 (bottom quartile). Information ratio: 0.81 (bottom quartile). Nippon India Value Fund
JM Value Fund
ICICI Prudential Value Discovery Fund
Aditya Birla Sun Life Pure Value Fund
Tata Equity PE Fund
ਚੋਟੀ ਦੇ 5 ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹97.43
↑ 1.08 ₹13,471 5.6 8.4 13.8 22.4 24 26.5 HDFC Focused 30 Fund Growth ₹240.382
↑ 1.73 ₹25,140 4.3 5.8 10.1 20.9 26.6 24 DSP Focus Fund Growth ₹56.494
↑ 0.69 ₹2,638 6.3 3.6 6.4 18.6 16.6 18.5 SBI Focused Equity Fund Growth ₹376.178
↑ 0.93 ₹40,824 7 9.9 14.8 17.1 18 17.2 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund DSP Focus Fund SBI Focused Equity Fund Sundaram Select Focus Fund Point 1 Lower mid AUM (₹13,471 Cr). Upper mid AUM (₹25,140 Cr). Bottom quartile AUM (₹2,638 Cr). Highest AUM (₹40,824 Cr). Bottom quartile AUM (₹1,354 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 23.95% (upper mid). 5Y return: 26.57% (top quartile). 5Y return: 16.59% (bottom quartile). 5Y return: 18.05% (lower mid). 5Y return: 17.29% (bottom quartile). Point 6 3Y return: 22.42% (top quartile). 3Y return: 20.92% (upper mid). 3Y return: 18.61% (lower mid). 3Y return: 17.14% (bottom quartile). 3Y return: 17.03% (bottom quartile). Point 7 1Y return: 13.78% (lower mid). 1Y return: 10.13% (bottom quartile). 1Y return: 6.37% (bottom quartile). 1Y return: 14.79% (upper mid). 1Y return: 24.49% (top quartile). Point 8 Alpha: 3.93 (upper mid). Alpha: 3.49 (lower mid). Alpha: -2.15 (bottom quartile). Alpha: 5.61 (top quartile). Alpha: -5.62 (bottom quartile). Point 9 Sharpe: 0.29 (bottom quartile). Sharpe: 0.38 (lower mid). Sharpe: -0.15 (bottom quartile). Sharpe: 0.47 (upper mid). Sharpe: 1.85 (top quartile). Point 10 Information ratio: 1.47 (top quartile). Information ratio: 1.14 (upper mid). Information ratio: 0.09 (lower mid). Information ratio: 0.01 (bottom quartile). Information ratio: -0.52 (bottom quartile). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
DSP Focus Fund
SBI Focused Equity Fund
Sundaram Select Focus Fund
ਸਰਵੋਤਮ ਕਰਜ਼ਾ ਫੰਡ 2022 - 2023
ਹੇਠਾਂ ਅੰਤਰ ਸ਼੍ਰੇਣੀਆਂ ਤੋਂ ਚੋਟੀ ਦੇ ਰੈਂਕ ਵਾਲੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿ. ਤਰਲ, ਅਲਟਰਾ ਸ਼ਾਰਟ, ਸ਼ਾਰਟ ਟਰਮ, GILT, ਕ੍ਰੈਡਿਟ ਰਿਸਕ ਅਤੇ ਕਾਰਪੋਰੇਟ ਕਰਜ਼ਾ ਤੋਂਕਰਜ਼ਾ.
ਚੋਟੀ ਦੇ 5 ਅਲਟਰਾ ਸ਼ਾਰਟ ਟਰਮ ਡੈਬਟ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹563.477
↑ 0.16 ₹22,389 1.6 3.4 7.6 7.5 7.9 6.81% 5M 19D 6M 22D ICICI Prudential Ultra Short Term Fund Growth ₹28.4285
↑ 0.01 ₹17,841 1.6 3.2 7.2 7.2 7.5 6.64% 4M 24D 6M 11D Invesco India Ultra Short Term Fund Growth ₹2,763.35
↑ 0.53 ₹1,259 1.4 3 7 7 7.5 6.37% 4M 23D 5M 2D SBI Magnum Ultra Short Duration Fund Growth ₹6,127.78
↑ 1.23 ₹14,505 1.5 3.1 7.1 7.2 7.4 6.39% 4M 20D 5M 26D Nippon India Ultra Short Duration Fund Growth ₹4,128.83
↑ 1.11 ₹12,641 1.5 3.1 6.9 6.9 7.2 6.81% 5M 17D 7M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund Invesco India Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Nippon India Ultra Short Duration Fund Point 1 Highest AUM (₹22,389 Cr). Upper mid AUM (₹17,841 Cr). Bottom quartile AUM (₹1,259 Cr). Lower mid AUM (₹14,505 Cr). Bottom quartile AUM (₹12,641 Cr). Point 2 Established history (22+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 7.64% (top quartile). 1Y return: 7.24% (upper mid). 1Y return: 6.99% (bottom quartile). 1Y return: 7.10% (lower mid). 1Y return: 6.94% (bottom quartile). Point 6 1M return: 0.60% (top quartile). 1M return: 0.57% (upper mid). 1M return: 0.53% (bottom quartile). 1M return: 0.57% (lower mid). 1M return: 0.55% (bottom quartile). Point 7 Sharpe: 3.40 (top quartile). Sharpe: 2.79 (upper mid). Sharpe: 2.37 (bottom quartile). Sharpe: 2.48 (lower mid). Sharpe: 2.13 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.81% (top quartile). Yield to maturity (debt): 6.64% (lower mid). Yield to maturity (debt): 6.37% (bottom quartile). Yield to maturity (debt): 6.39% (bottom quartile). Yield to maturity (debt): 6.81% (upper mid). Point 10 Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.40 yrs (lower mid). Modified duration: 0.40 yrs (upper mid). Modified duration: 0.39 yrs (top quartile). Modified duration: 0.46 yrs (bottom quartile). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
Invesco India Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Nippon India Ultra Short Duration 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 ₹32.9496
↑ 0.02 ₹17,947 2 2.8 8.3 7.9 8.3 6.98% 2Y 3M 14D 3Y 5M 8D ICICI Prudential Short Term Fund Growth ₹61.9424
↑ 0.03 ₹22,880 2 3.1 8.3 7.8 7.8 7.19% 2Y 7M 13D 4Y 8M 12D Axis Short Term Fund Growth ₹31.8338
↑ 0.02 ₹12,346 2 3 8.7 7.7 8 6.88% 2Y 2M 19D 2Y 8M 26D Nippon India Short Term Fund Growth ₹54.3505
↑ 0.02 ₹9,297 2 2.8 8.6 7.7 8 7.04% 2Y 8M 1D 3Y 3M 29D 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 Axis Short Term Fund Nippon India Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹17,947 Cr). Highest AUM (₹22,880 Cr). Lower mid AUM (₹12,346 Cr). Bottom quartile AUM (₹9,297 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). 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: 8.32% (bottom quartile). 1Y return: 8.32% (bottom quartile). 1Y return: 8.66% (upper mid). 1Y return: 8.56% (lower mid). Point 6 1M return: 192.10% (top quartile). 1M return: 0.65% (lower mid). 1M return: 0.71% (upper mid). 1M return: 0.63% (bottom quartile). 1M return: 0.62% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.44 (bottom quartile). Sharpe: 1.59 (upper mid). Sharpe: 1.73 (top quartile). Sharpe: 1.45 (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): 6.98% (lower mid). Yield to maturity (debt): 7.19% (top quartile). Yield to maturity (debt): 6.88% (bottom quartile). Yield to maturity (debt): 7.04% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.29 yrs (lower mid). Modified duration: 2.62 yrs (bottom quartile). Modified duration: 2.22 yrs (upper mid). Modified duration: 2.67 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Nippon India 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 ₹2,975.68
↑ 0.49 ₹35,360 0.5 1.4 3 6.7 7.4 6% 1M 6D 1M 8D LIC MF Liquid Fund Growth ₹4,829.59
↑ 0.77 ₹11,814 0.5 1.4 2.9 6.5 7.4 6.3% 1M 12D 1M 12D DSP Liquidity Fund Growth ₹3,815.18
↑ 0.60 ₹19,055 0.5 1.4 3 6.6 7.4 5.99% 1M 24D 1M 28D Invesco India Liquid Fund Growth ₹3,672.94
↑ 0.61 ₹16,638 0.5 1.4 2.9 6.6 7.4 5.95% 1M 8D 1M 8D ICICI Prudential Liquid Fund Growth ₹395.541
↑ 0.06 ₹50,121 0.5 1.4 2.9 6.6 7.4 6% 1M 7D 1M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Liquid Fund LIC MF Liquid Fund DSP Liquidity Fund Invesco India Liquid Fund ICICI Prudential Liquid Fund Point 1 Upper mid AUM (₹35,360 Cr). Bottom quartile AUM (₹11,814 Cr). Lower mid AUM (₹19,055 Cr). Bottom quartile AUM (₹16,638 Cr). Highest AUM (₹50,121 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.66% (top quartile). 1Y return: 6.52% (bottom quartile). 1Y return: 6.62% (upper mid). 1Y return: 6.62% (lower mid). 1Y return: 6.58% (bottom quartile). Point 6 1M return: 0.49% (upper mid). 1M return: 0.48% (bottom quartile). 1M return: 0.49% (top quartile). 1M return: 0.49% (lower mid). 1M return: 0.49% (bottom quartile). Point 7 Sharpe: 3.13 (top quartile). Sharpe: 2.38 (bottom quartile). Sharpe: 3.07 (upper mid). Sharpe: 2.93 (lower mid). Sharpe: 2.58 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.48 (bottom quartile). Point 9 Yield to maturity (debt): 6.00% (upper mid). Yield to maturity (debt): 6.30% (top quartile). Yield to maturity (debt): 5.99% (bottom quartile). Yield to maturity (debt): 5.95% (bottom quartile). Yield to maturity (debt): 6.00% (lower mid). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.12 yrs (bottom quartile). Modified duration: 0.15 yrs (bottom quartile). Modified duration: 0.11 yrs (lower mid). Modified duration: 0.10 yrs (upper mid). Axis Liquid Fund
LIC MF Liquid Fund
DSP Liquidity Fund
Invesco India Liquid Fund
ICICI Prudential 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 ₹33.6525
↑ 0.02 ₹9,764 2.1 2.7 8.1 7.7 7.9 6.94% 3Y 3M 5Y 11M 16D Kotak Banking and PSU Debt fund Growth ₹67.3221
↑ 0.05 ₹5,747 2.4 2.6 8.3 7.6 8 6.9% 3Y 2M 26D 5Y 3M 29D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹376.577
↑ 0.25 ₹9,240 2.1 2.3 8 7.5 7.9 6.92% 3Y 9M 4D 5Y 2M 26D HDFC Banking and PSU Debt Fund Growth ₹23.6317
↑ 0.02 ₹5,901 2.1 2.3 8.1 7.5 7.9 6.85% 3Y 2M 19D 4Y 7M 10D Nippon India Banking & PSU Debt Fund Growth ₹21.307
↑ 0.02 ₹5,528 2 2.2 8.1 7.5 7.9 6.85% 3Y 9M 4D 5Y 1M 17D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 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 (₹9,764 Cr). Bottom quartile AUM (₹5,747 Cr). Upper mid AUM (₹9,240 Cr). Lower mid AUM (₹5,901 Cr). Bottom quartile AUM (₹5,528 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (11+ 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: 8.10% (upper mid). 1Y return: 8.28% (top quartile). 1Y return: 8.01% (bottom quartile). 1Y return: 8.06% (bottom quartile). 1Y return: 8.08% (lower mid). Point 6 1M return: 0.72% (upper mid). 1M return: 0.84% (top quartile). 1M return: 0.61% (bottom quartile). 1M return: 0.62% (lower mid). 1M return: 0.61% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.88 (upper mid). Sharpe: 0.86 (bottom quartile). Sharpe: 0.87 (lower mid). Sharpe: 0.82 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.94% (top quartile). Yield to maturity (debt): 6.90% (lower mid). Yield to maturity (debt): 6.92% (upper mid). Yield to maturity (debt): 6.85% (bottom quartile). Yield to maturity (debt): 6.85% (bottom quartile). Point 10 Modified duration: 3.25 yrs (lower mid). Modified duration: 3.24 yrs (upper mid). Modified duration: 3.76 yrs (bottom quartile). Modified duration: 3.22 yrs (top quartile). Modified duration: 3.76 yrs (bottom quartile). 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 ₹50.681
↑ 0.02 ₹208 1.6 3.2 21.6 14.8 7.8 7.1% 2Y 29D 2Y 10M 24D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹23.2437
↑ 0.01 ₹1,073 2.8 4.6 13.9 10.9 11.9 7.74% 2Y 1M 13D 3Y 1M 13D Invesco India Credit Risk Fund Growth ₹1,977.32
↑ 0.62 ₹153 1.9 2.4 9.7 9.4 7.3 6.79% 2Y 3M 22D 3Y 29D ICICI Prudential Regular Savings Fund Growth ₹33.0121
↑ 0.01 ₹5,916 2.8 4.4 9.5 8.4 8.5 8.32% 2Y 3M 3Y 4M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Franklin India Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Invesco India Credit Risk Fund ICICI Prudential Regular Savings Fund Point 1 Lower mid AUM (₹208 Cr). Bottom quartile AUM (₹104 Cr). Upper mid AUM (₹1,073 Cr). Bottom quartile AUM (₹153 Cr). Highest AUM (₹5,916 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (14+ yrs). Established history (10+ yrs). Established history (11+ yrs). Established history (14+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Not Rated. Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 21.61% (top quartile). 1Y return: 7.45% (bottom quartile). 1Y return: 13.86% (upper mid). 1Y return: 9.68% (lower mid). 1Y return: 9.53% (bottom quartile). Point 6 1M return: 0.55% (bottom quartile). 1M return: 0.91% (top quartile). 1M return: 0.90% (upper mid). 1M return: 0.66% (bottom quartile). 1M return: 0.74% (lower mid). Point 7 Sharpe: 1.56 (lower mid). Sharpe: 0.29 (bottom quartile). Sharpe: 1.96 (upper mid). Sharpe: 1.22 (bottom quartile). Sharpe: 2.18 (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): 7.10% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.74% (upper mid). Yield to maturity (debt): 6.79% (bottom quartile). Yield to maturity (debt): 8.32% (top quartile). Point 10 Modified duration: 2.08 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.12 yrs (lower mid). Modified duration: 2.31 yrs (bottom quartile). Modified duration: 2.25 yrs (bottom quartile). DSP Credit Risk Fund
Franklin India Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Invesco India Credit Risk Fund
ICICI Prudential Regular Savings Fund
ਚੋਟੀ ਦੇ 5 ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BNP Paribas Corporate Bond Fund Growth ₹28.3391
↑ 0.02 ₹436 2.3 2.8 9 8.1 8.3 6.81% 3Y 5M 26D 4Y 9M 11D Nippon India Prime Debt Fund Growth ₹61.7126
↑ 0.03 ₹10,732 2.1 2.5 8.5 8 8.4 6.98% 3Y 9M 5Y 29D ICICI Prudential Corporate Bond Fund Growth ₹30.7202
↑ 0.01 ₹34,630 2.1 3 8.4 7.9 8 6.95% 3Y 1M 6D 5Y 8M 1D Aditya Birla Sun Life Corporate Bond Fund Growth ₹115.97
↑ 0.09 ₹30,132 2.3 2.3 8.1 7.9 8.5 7.13% 4Y 10M 13D 7Y 7M 2D HDFC Corporate Bond Fund Growth ₹33.4121
↑ 0.02 ₹36,134 2.1 2.2 8 7.9 8.6 6.97% 4Y 3M 7D 7Y 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary BNP Paribas Corporate Bond Fund Nippon India Prime Debt Fund ICICI Prudential Corporate Bond Fund Aditya Birla Sun Life Corporate Bond Fund HDFC Corporate Bond Fund Point 1 Bottom quartile AUM (₹436 Cr). Bottom quartile AUM (₹10,732 Cr). Upper mid AUM (₹34,630 Cr). Lower mid AUM (₹30,132 Cr). Highest AUM (₹36,134 Cr). Point 2 Established history (17+ yrs). Established history (25+ yrs). Established history (16+ yrs). Oldest track record among peers (28 yrs). Established history (15+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Top rated. Rating: 5★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 9.03% (top quartile). 1Y return: 8.50% (upper mid). 1Y return: 8.37% (lower mid). 1Y return: 8.10% (bottom quartile). 1Y return: 7.98% (bottom quartile). Point 6 1M return: 0.67% (upper mid). 1M return: 0.64% (bottom quartile). 1M return: 0.67% (lower mid). 1M return: 0.72% (top quartile). 1M return: 0.59% (bottom quartile). Point 7 Sharpe: 1.30 (upper mid). Sharpe: 1.11 (lower mid). Sharpe: 1.56 (top quartile). Sharpe: 0.79 (bottom quartile). Sharpe: 0.78 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.81% (bottom quartile). Yield to maturity (debt): 6.98% (upper mid). Yield to maturity (debt): 6.95% (bottom quartile). Yield to maturity (debt): 7.13% (top quartile). Yield to maturity (debt): 6.97% (lower mid). Point 10 Modified duration: 3.49 yrs (upper mid). Modified duration: 3.75 yrs (lower mid). Modified duration: 3.10 yrs (top quartile). Modified duration: 4.87 yrs (bottom quartile). Modified duration: 4.27 yrs (bottom quartile). BNP Paribas Corporate Bond Fund
Nippon India Prime Debt Fund
ICICI Prudential Corporate Bond Fund
Aditya Birla Sun Life Corporate Bond Fund
HDFC Corporate Bond Fund
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 ₹104.36
↓ -0.01 ₹9,146 2 0.8 7.2 7.8 8.2 7.13% 6Y 1M 28D 17Y 5M 1D Axis Gilt Fund Growth ₹25.8129
↑ 0.00 ₹576 2.5 -0.5 6.1 7.5 10 6.77% 7Y 3M 25D 18Y 6M 4D SBI Magnum Gilt Fund Growth ₹66.6246
↑ 0.02 ₹11,055 2.5 -0.8 5.8 7.4 8.9 6.93% 8Y 5M 12D 16Y 4M 17D DSP Government Securities Fund Growth ₹96.0638
↓ -0.03 ₹1,342 1.9 -1.6 4.9 7.2 10.1 7.07% 10Y 10M 20D 28Y 6M 25D Bandhan Government Securities Fund - Investment Plan Growth ₹35.4136
↑ 0.01 ₹2,343 2.8 -1.3 4.5 7.2 10.6 6.67% 5Y 6M 14D 7Y 3M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund Axis Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Bandhan Government Securities Fund - Investment Plan Point 1 Upper mid AUM (₹9,146 Cr). Bottom quartile AUM (₹576 Cr). Highest AUM (₹11,055 Cr). Bottom quartile AUM (₹1,342 Cr). Lower mid AUM (₹2,343 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (13+ yrs). Established history (24+ yrs). Established history (26+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 7.17% (top quartile). 1Y return: 6.11% (upper mid). 1Y return: 5.82% (lower mid). 1Y return: 4.86% (bottom quartile). 1Y return: 4.46% (bottom quartile). Point 6 1M return: 0.01% (bottom quartile). 1M return: 0.10% (lower mid). 1M return: 0.22% (upper mid). 1M return: -0.44% (bottom quartile). 1M return: 0.40% (top quartile). Point 7 Sharpe: 0.35 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.19 (lower mid). Sharpe: -0.30 (bottom quartile). Sharpe: -0.44 (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): 7.13% (top quartile). Yield to maturity (debt): 6.77% (bottom quartile). Yield to maturity (debt): 6.93% (lower mid). Yield to maturity (debt): 7.07% (upper mid). Yield to maturity (debt): 6.67% (bottom quartile). Point 10 Modified duration: 6.16 yrs (upper mid). Modified duration: 7.32 yrs (lower mid). Modified duration: 8.45 yrs (bottom quartile). Modified duration: 10.89 yrs (bottom quartile). Modified duration: 5.54 yrs (top quartile). ICICI Prudential Gilt Fund
Axis Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
Bandhan Government Securities Fund - Investment Plan
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 (%) UTI Multi Asset Fund Growth ₹78.9777
↑ 0.66 ₹6,376 6.6 7.8 10.7 20.1 15.8 20.7 ICICI Prudential Equity and Debt Fund Growth ₹412.33
↑ 3.76 ₹48,071 4.5 6.6 12.5 19 24 17.2 ICICI Prudential Multi-Asset Fund Growth ₹803.668
↑ 0.11 ₹71,900 5.2 7.7 15.1 19 23.5 16.1 JM Equity Hybrid Fund Growth ₹122.575
↑ 1.69 ₹816 3 4.3 -0.7 18.9 18.7 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.25
↑ 0.49 ₹1,326 1.8 1.8 0.2 18.3 20.8 25.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Multi Asset Fund ICICI Prudential Equity and Debt Fund ICICI Prudential Multi-Asset Fund JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Lower mid AUM (₹6,376 Cr). Upper mid AUM (₹48,071 Cr). Highest AUM (₹71,900 Cr). Bottom quartile AUM (₹816 Cr). Bottom quartile AUM (₹1,326 Cr). Point 2 Established history (17+ yrs). Established history (26+ yrs). Established history (23+ yrs). Oldest track record among peers (30 yrs). Established history (9+ yrs). Point 3 Rating: 1★ (lower mid). Top rated. 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. Point 5 5Y return: 15.78% (bottom quartile). 5Y return: 24.04% (top quartile). 5Y return: 23.55% (upper mid). 5Y return: 18.67% (bottom quartile). 5Y return: 20.83% (lower mid). Point 6 3Y return: 20.09% (top quartile). 3Y return: 19.02% (upper mid). 3Y return: 18.96% (lower mid). 3Y return: 18.87% (bottom quartile). 3Y return: 18.31% (bottom quartile). Point 7 1Y return: 10.75% (lower mid). 1Y return: 12.52% (upper mid). 1Y return: 15.06% (top quartile). 1Y return: -0.67% (bottom quartile). 1Y return: 0.16% (bottom quartile). Point 8 1M return: 1.78% (top quartile). 1M return: 1.03% (upper mid). 1M return: 0.55% (bottom quartile). 1M return: -0.01% (bottom quartile). 1M return: 0.66% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 2.46 (top quartile). Alpha: 0.00 (lower mid). Alpha: -7.75 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.24 (lower mid). Sharpe: 0.36 (upper mid). Sharpe: 0.86 (top quartile). Sharpe: -0.53 (bottom quartile). Sharpe: -0.19 (bottom quartile). UTI Multi Asset Fund
ICICI Prudential Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
ਸਿਖਰ ਦੇ 5 ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Equity and Debt Fund Growth ₹412.33
↑ 3.76 ₹48,071 4.5 6.6 12.5 19 24 17.2 JM Equity Hybrid Fund Growth ₹122.575
↑ 1.69 ₹816 3 4.3 -0.7 18.9 18.7 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.25
↑ 0.49 ₹1,326 1.8 1.8 0.2 18.3 20.8 25.8 UTI Hybrid Equity Fund Growth ₹418.008
↑ 3.64 ₹6,596 4.8 3.9 5.7 16.3 18.4 19.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Equity and Debt Fund JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund UTI Hybrid Equity Fund Sundaram Equity Hybrid Fund Point 1 Highest AUM (₹48,071 Cr). Bottom quartile AUM (₹816 Cr). Bottom quartile AUM (₹1,326 Cr). Upper mid AUM (₹6,596 Cr). Lower mid AUM (₹1,954 Cr). Point 2 Established history (26+ yrs). Oldest track record among peers (30 yrs). Established history (9+ yrs). Established history (30+ yrs). Established history (25+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.04% (top quartile). 5Y return: 18.67% (lower mid). 5Y return: 20.83% (upper mid). 5Y return: 18.44% (bottom quartile). 5Y return: 14.20% (bottom quartile). Point 6 3Y return: 19.02% (top quartile). 3Y return: 18.87% (upper mid). 3Y return: 18.31% (lower mid). 3Y return: 16.31% (bottom quartile). 3Y return: 16.03% (bottom quartile). Point 7 1Y return: 12.52% (upper mid). 1Y return: -0.67% (bottom quartile). 1Y return: 0.16% (bottom quartile). 1Y return: 5.75% (lower mid). 1Y return: 27.10% (top quartile). Point 8 1M return: 1.03% (lower mid). 1M return: -0.01% (bottom quartile). 1M return: 0.66% (bottom quartile). 1M return: 2.14% (top quartile). 1M return: 1.80% (upper mid). Point 9 Alpha: 2.46 (upper mid). Alpha: -7.75 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -2.84 (bottom quartile). Alpha: 5.81 (top quartile). Point 10 Sharpe: 0.36 (upper mid). Sharpe: -0.53 (bottom quartile). Sharpe: -0.19 (lower mid). Sharpe: -0.20 (bottom quartile). Sharpe: 2.64 (top quartile). ICICI Prudential Equity and Debt Fund
JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
UTI Hybrid Equity Fund
Sundaram Equity Hybrid Fund
ਚੋਟੀ ਦੇ 5 ਕੰਜ਼ਰਵੇਟਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹78.9777
↑ 0.66 ₹6,376 6.6 7.8 10.7 20.1 15.8 20.7 ICICI Prudential Equity and Debt Fund Growth ₹412.33
↑ 3.76 ₹48,071 4.5 6.6 12.5 19 24 17.2 ICICI Prudential Multi-Asset Fund Growth ₹803.668
↑ 0.11 ₹71,900 5.2 7.7 15.1 19 23.5 16.1 JM Equity Hybrid Fund Growth ₹122.575
↑ 1.69 ₹816 3 4.3 -0.7 18.9 18.7 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.25
↑ 0.49 ₹1,326 1.8 1.8 0.2 18.3 20.8 25.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Multi Asset Fund ICICI Prudential Equity and Debt Fund ICICI Prudential Multi-Asset Fund JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Lower mid AUM (₹6,376 Cr). Upper mid AUM (₹48,071 Cr). Highest AUM (₹71,900 Cr). Bottom quartile AUM (₹816 Cr). Bottom quartile AUM (₹1,326 Cr). Point 2 Established history (17+ yrs). Established history (26+ yrs). Established history (23+ yrs). Oldest track record among peers (30 yrs). Established history (9+ yrs). Point 3 Rating: 1★ (lower mid). Top rated. 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. Point 5 5Y return: 15.78% (bottom quartile). 5Y return: 24.04% (top quartile). 5Y return: 23.55% (upper mid). 5Y return: 18.67% (bottom quartile). 5Y return: 20.83% (lower mid). Point 6 3Y return: 20.09% (top quartile). 3Y return: 19.02% (upper mid). 3Y return: 18.96% (lower mid). 3Y return: 18.87% (bottom quartile). 3Y return: 18.31% (bottom quartile). Point 7 1Y return: 10.75% (lower mid). 1Y return: 12.52% (upper mid). 1Y return: 15.06% (top quartile). 1Y return: -0.67% (bottom quartile). 1Y return: 0.16% (bottom quartile). Point 8 1M return: 1.78% (top quartile). 1M return: 1.03% (upper mid). 1M return: 0.55% (bottom quartile). 1M return: -0.01% (bottom quartile). 1M return: 0.66% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 2.46 (top quartile). Alpha: 0.00 (lower mid). Alpha: -7.75 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.24 (lower mid). Sharpe: 0.36 (upper mid). Sharpe: 0.86 (top quartile). Sharpe: -0.53 (bottom quartile). Sharpe: -0.19 (bottom quartile). UTI Multi Asset Fund
ICICI Prudential Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
ਚੋਟੀ ਦੇ 5 ਆਰਬਿਟਰੇਜ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Arbitrage Fund Growth ₹38.3268
↓ -0.01 ₹72,279 1.4 2.9 6.4 7.3 6 7.8 SBI Arbitrage Opportunities Fund Growth ₹34.5991
↓ -0.01 ₹39,859 1.4 3 6.5 7.3 5.9 7.5 Invesco India Arbitrage Fund Growth ₹32.6516
↓ -0.01 ₹27,151 1.4 3 6.4 7.2 5.9 7.6 UTI Arbitrage Fund Growth ₹35.8601
↓ -0.01 ₹10,106 1.4 3 6.6 7.2 5.8 7.7 HDFC Arbitrage Fund Growth ₹31.34
↓ -0.01 ₹23,009 1.4 3 6.4 7.2 5.7 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Arbitrage Fund SBI Arbitrage Opportunities Fund Invesco India Arbitrage Fund UTI Arbitrage Fund HDFC Arbitrage Fund Point 1 Highest AUM (₹72,279 Cr). Upper mid AUM (₹39,859 Cr). Lower mid AUM (₹27,151 Cr). Bottom quartile AUM (₹10,106 Cr). Bottom quartile AUM (₹23,009 Cr). Point 2 Oldest track record among peers (20 yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 5.97% (top quartile). 5Y return: 5.95% (upper mid). 5Y return: 5.94% (lower mid). 5Y return: 5.81% (bottom quartile). 5Y return: 5.75% (bottom quartile). Point 6 3Y return: 7.31% (top quartile). 3Y return: 7.28% (upper mid). 3Y return: 7.24% (lower mid). 3Y return: 7.22% (bottom quartile). 3Y return: 7.16% (bottom quartile). Point 7 1Y return: 6.44% (lower mid). 1Y return: 6.53% (upper mid). 1Y return: 6.42% (bottom quartile). 1Y return: 6.55% (top quartile). 1Y return: 6.37% (bottom quartile). Point 8 1M return: 0.49% (bottom quartile). 1M return: 0.50% (bottom quartile). 1M return: 0.51% (lower mid). 1M return: 0.52% (upper mid). 1M return: 0.52% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.58 (lower mid). Sharpe: 0.79 (upper mid). Sharpe: 0.55 (bottom quartile). Sharpe: 0.85 (top quartile). Sharpe: 0.26 (bottom quartile). Kotak Equity Arbitrage Fund
SBI Arbitrage Opportunities Fund
Invesco India Arbitrage Fund
UTI Arbitrage Fund
HDFC Arbitrage Fund
ਚੋਟੀ ਦੇ 5 ਡਾਇਨਾਮਿਕ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Dynamic Equity Fund Growth ₹21.7
↑ 0.14 ₹3,721 4.4 3.9 6.7 14.1 12.4 17.5 ICICI Prudential Balanced Advantage Fund Growth ₹77.34
↑ 0.48 ₹68,450 3.9 6.3 11.5 13.6 13.6 12.3 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹109.69
↑ 0.65 ₹8,617 3.7 4 9 12.8 12.2 13 Invesco India Dynamic Equity Fund Growth ₹55.15
↑ 0.37 ₹1,091 2.6 4 4.1 12.6 11.8 15.9 DSP Dynamic Asset Allocation Fund Growth ₹28.495
↑ 0.12 ₹3,636 3.8 4.1 8.3 12.5 9.9 12.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Invesco India Dynamic Equity Fund DSP Dynamic Asset Allocation Fund Point 1 Lower mid AUM (₹3,721 Cr). Highest AUM (₹68,450 Cr). Upper mid AUM (₹8,617 Cr). Bottom quartile AUM (₹1,091 Cr). Bottom quartile AUM (₹3,636 Cr). Point 2 Established history (8+ yrs). Established history (18+ yrs). Oldest track record among peers (25 yrs). Established history (18+ yrs). Established history (11+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 2★ (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: Moderate. Point 5 5Y return: 12.41% (upper mid). 5Y return: 13.57% (top quartile). 5Y return: 12.18% (lower mid). 5Y return: 11.78% (bottom quartile). 5Y return: 9.88% (bottom quartile). Point 6 3Y return: 14.10% (top quartile). 3Y return: 13.56% (upper mid). 3Y return: 12.78% (lower mid). 3Y return: 12.60% (bottom quartile). 3Y return: 12.47% (bottom quartile). Point 7 1Y return: 6.69% (bottom quartile). 1Y return: 11.51% (top quartile). 1Y return: 8.99% (upper mid). 1Y return: 4.12% (bottom quartile). 1Y return: 8.33% (lower mid). Point 8 1M return: 1.35% (top quartile). 1M return: 0.97% (lower mid). 1M return: 0.90% (bottom quartile). 1M return: 0.93% (bottom quartile). 1M return: 1.29% (upper mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.02 (bottom quartile). Sharpe: 0.55 (top quartile). Sharpe: 0.22 (upper mid). Sharpe: -0.14 (bottom quartile). Sharpe: 0.09 (lower mid). Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund
Invesco India Dynamic Equity Fund
DSP Dynamic Asset Allocation Fund
ਚੋਟੀ ਦੇ 5 ਮਲਟੀ ਐਸੇਟ ਅਲੋਕੇਸ਼ਨ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Multi Asset Fund Growth ₹78.9777
↑ 0.66 ₹6,376 6.6 7.8 10.7 20.1 15.8 20.7 ICICI Prudential Multi-Asset Fund Growth ₹803.668
↑ 0.11 ₹71,900 5.2 7.7 15.1 19 23.5 16.1 SBI Multi Asset Allocation Fund Growth ₹63.853
↑ 0.43 ₹11,306 8 10 15.5 17.5 15.1 12.8 Edelweiss Multi Asset Allocation Fund Growth ₹65.3
↑ 0.64 ₹3,317 3.4 4.4 7.8 16.6 17.9 20.2 HDFC Multi-Asset Fund Growth ₹75.297
↑ 0.44 ₹5,149 5.1 6.6 12.1 14.5 14.9 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Multi Asset Fund ICICI Prudential Multi-Asset Fund SBI Multi Asset Allocation Fund Edelweiss Multi Asset Allocation Fund HDFC Multi-Asset Fund Point 1 Lower mid AUM (₹6,376 Cr). Highest AUM (₹71,900 Cr). Upper mid AUM (₹11,306 Cr). Bottom quartile AUM (₹3,317 Cr). Bottom quartile AUM (₹5,149 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (20+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Top rated. Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 15.78% (lower mid). 5Y return: 23.55% (top quartile). 5Y return: 15.13% (bottom quartile). 5Y return: 17.90% (upper mid). 5Y return: 14.91% (bottom quartile). Point 6 3Y return: 20.09% (top quartile). 3Y return: 18.96% (upper mid). 3Y return: 17.45% (lower mid). 3Y return: 16.56% (bottom quartile). 3Y return: 14.55% (bottom quartile). Point 7 1Y return: 10.75% (bottom quartile). 1Y return: 15.06% (upper mid). 1Y return: 15.51% (top quartile). 1Y return: 7.83% (bottom quartile). 1Y return: 12.08% (lower mid). Point 8 1M return: 1.78% (upper mid). 1M return: 0.55% (bottom quartile). 1M return: 2.18% (top quartile). 1M return: 0.63% (bottom quartile). 1M return: 1.25% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.11 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.24 (bottom quartile). Sharpe: 0.86 (top quartile). Sharpe: 0.70 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: 0.55 (lower mid). UTI Multi Asset Fund
ICICI Prudential Multi-Asset Fund
SBI Multi Asset Allocation Fund
Edelweiss Multi Asset Allocation Fund
HDFC Multi-Asset Fund
ਚੋਟੀ ਦੇ 5 ਇਕੁਇਟੀ ਬਚਤ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Savings Fund Growth ₹27.2316
↑ 0.06 ₹9,023 3.7 6 8 11.8 11.1 11.7 SBI Equity Savings Fund Growth ₹24.3961
↑ 0.03 ₹5,993 1.7 3.2 5.6 11.2 10.7 12 Edelweiss Equity Savings Fund Growth ₹26.0175
↑ 0.07 ₹1,028 2.4 4.9 9.4 11.1 10.4 13.4 DSP Equity Savings Fund Growth ₹22.232
↑ 0.07 ₹3,841 2.3 2.3 5.7 10.1 10.1 12.1 HDFC Equity Savings Fund Growth ₹67.752
↑ 0.29 ₹5,823 2.9 3.4 6.4 10.1 11.6 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Equity Savings Fund SBI Equity Savings Fund Edelweiss Equity Savings Fund DSP Equity Savings Fund HDFC Equity Savings Fund Point 1 Highest AUM (₹9,023 Cr). Upper mid AUM (₹5,993 Cr). Bottom quartile AUM (₹1,028 Cr). Bottom quartile AUM (₹3,841 Cr). Lower mid AUM (₹5,823 Cr). Point 2 Established history (11+ yrs). Established history (10+ yrs). Established history (11+ yrs). Established history (9+ yrs). Oldest track record among peers (21 yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. 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: 11.09% (upper mid). 5Y return: 10.74% (lower mid). 5Y return: 10.38% (bottom quartile). 5Y return: 10.13% (bottom quartile). 5Y return: 11.59% (top quartile). Point 6 3Y return: 11.79% (top quartile). 3Y return: 11.24% (upper mid). 3Y return: 11.05% (lower mid). 3Y return: 10.14% (bottom quartile). 3Y return: 10.12% (bottom quartile). Point 7 1Y return: 8.04% (upper mid). 1Y return: 5.63% (bottom quartile). 1Y return: 9.39% (top quartile). 1Y return: 5.66% (bottom quartile). 1Y return: 6.45% (lower mid). Point 8 1M return: 1.23% (top quartile). 1M return: 0.38% (bottom quartile). 1M return: 0.38% (bottom quartile). 1M return: 0.44% (lower mid). 1M return: 0.93% (upper mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.26 (upper mid). Sharpe: -0.11 (lower mid). Sharpe: 0.67 (top quartile). Sharpe: -0.39 (bottom quartile). Sharpe: -0.14 (bottom quartile). Kotak Equity Savings Fund
SBI Equity Savings Fund
Edelweiss Equity Savings Fund
DSP Equity Savings Fund
HDFC 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 ₹52.175
↑ 0.52 ₹6,969 4.1 3.5 5.4 18.2 22.5 18 ICICI Prudential Child Care Plan (Gift) Growth ₹333.96
↑ 2.95 ₹1,412 1.4 5.1 8.5 17.9 17.7 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹39.703
↑ 0.30 ₹1,729 3.7 3 4.9 14.5 16.2 14 Tata Retirement Savings Fund - Progressive Growth ₹66.2939
↑ 0.88 ₹2,117 2.9 2.6 1.9 15.7 14.8 21.7 Tata Retirement Savings Fund-Moderate Growth ₹65.6951
↑ 0.75 ₹2,180 3.2 3.4 3.7 14.8 14 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 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 Tata Retirement Savings Fund - Progressive Tata Retirement Savings Fund-Moderate Point 1 Highest AUM (₹6,969 Cr). Bottom quartile AUM (₹1,412 Cr). Bottom quartile AUM (₹1,729 Cr). Lower mid AUM (₹2,117 Cr). Upper mid AUM (₹2,180 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (24 yrs). Established history (9+ yrs). Established history (14+ 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: 22.48% (top quartile). 5Y return: 17.69% (upper mid). 5Y return: 16.21% (lower mid). 5Y return: 14.76% (bottom quartile). 5Y return: 13.95% (bottom quartile). Point 6 3Y return: 18.17% (top quartile). 3Y return: 17.88% (upper mid). 3Y return: 14.51% (bottom quartile). 3Y return: 15.65% (lower mid). 3Y return: 14.80% (bottom quartile). Point 7 1Y return: 5.42% (upper mid). 1Y return: 8.52% (top quartile). 1Y return: 4.92% (lower mid). 1Y return: 1.94% (bottom quartile). 1Y return: 3.65% (bottom quartile). Point 8 1M return: 1.05% (top quartile). 1M return: 0.70% (lower mid). 1M return: 1.04% (upper mid). 1M return: 0.33% (bottom quartile). 1M return: 0.51% (bottom quartile). Point 9 Alpha: -2.16 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -4.72 (bottom quartile). Alpha: 0.00 (lower mid). Point 10 Sharpe: -0.16 (upper mid). Sharpe: 0.15 (top quartile). Sharpe: -0.25 (bottom quartile). Sharpe: -0.26 (bottom quartile). Sharpe: -0.20 (lower mid). HDFC Retirement Savings Fund - Equity Plan
ICICI Prudential Child Care Plan (Gift)
HDFC Retirement Savings Fund - Hybrid - Equity 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 (%) 2024 (%) SBI Gold Fund Growth ₹36.7311
↑ 0.28 ₹8,457 24.3 30.6 64.1 32.1 19.2 19.6 ICICI Prudential Regular Gold Savings Fund Growth ₹38.8202
↑ 0.26 ₹3,770 24.1 30.1 63.6 32 19.1 19.5 HDFC Gold Fund Growth ₹37.5444
↑ 0.30 ₹7,092 24.3 30.3 63.8 31.9 19.1 18.9 Axis Gold Fund Growth ₹36.4903
↑ 0.34 ₹1,800 24.2 30 63.1 31.9 19.2 19.2 Aditya Birla Sun Life Gold Fund Growth ₹36.5683
↑ 0.30 ₹1,042 24.4 31.3 64.2 31.9 19.2 18.7 Nippon India Gold Savings Fund Growth ₹48.0334
↑ 0.33 ₹4,545 24.1 30.3 63.7 31.8 19 19 Kotak Gold Fund Growth ₹48.2834
↑ 0.44 ₹4,540 24.3 30.2 63.9 31.8 19 18.9 IDBI Gold Fund Growth ₹32.5251
↑ 0.31 ₹465 23.4 29.7 62.8 31.8 19.2 18.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 8 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Axis Gold Fund Aditya Birla Sun Life Gold Fund Nippon India Gold Savings Fund Kotak Gold Fund IDBI Gold Fund Point 1 Highest AUM (₹8,457 Cr). Lower mid AUM (₹3,770 Cr). Top quartile AUM (₹7,092 Cr). Lower mid AUM (₹1,800 Cr). Bottom quartile AUM (₹1,042 Cr). Upper mid AUM (₹4,545 Cr). Upper mid AUM (₹4,540 Cr). Bottom quartile AUM (₹465 Cr). Point 2 Oldest track record among peers (14 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (top quartile). Rating: 1★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (lower mid). Top rated. 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: 19.24% (top quartile). 5Y return: 19.06% (lower mid). 5Y return: 19.11% (lower mid). 5Y return: 19.22% (top quartile). 5Y return: 19.22% (upper mid). 5Y return: 18.95% (bottom quartile). 5Y return: 19.01% (bottom quartile). 5Y return: 19.21% (upper mid). Point 6 3Y return: 32.11% (top quartile). 3Y return: 32.01% (top quartile). 3Y return: 31.91% (upper mid). 3Y return: 31.90% (upper mid). 3Y return: 31.87% (lower mid). 3Y return: 31.84% (lower mid). 3Y return: 31.77% (bottom quartile). 3Y return: 31.75% (bottom quartile). Point 7 1Y return: 64.06% (top quartile). 1Y return: 63.59% (lower mid). 1Y return: 63.77% (upper mid). 1Y return: 63.13% (bottom quartile). 1Y return: 64.20% (top quartile). 1Y return: 63.73% (lower mid). 1Y return: 63.92% (upper mid). 1Y return: 62.84% (bottom quartile). Point 8 1M return: 3.81% (lower mid). 1M return: 3.79% (lower mid). 1M return: 4.18% (top quartile). 1M return: 4.07% (upper mid). 1M return: 4.26% (top quartile). 1M return: 3.72% (bottom quartile). 1M return: 3.97% (upper mid). 1M return: 3.77% (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: 2.42 (upper mid). Sharpe: 2.38 (bottom quartile). Sharpe: 2.41 (lower mid). Sharpe: 2.42 (upper mid). Sharpe: 2.45 (top quartile). Sharpe: 2.41 (lower mid). Sharpe: 2.49 (top quartile). Sharpe: 2.30 (bottom quartile). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
Axis Gold Fund
Aditya Birla Sun Life 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 primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Research Highlights for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. Research Highlights for DSP World Mining Fund Below is the key information for DSP World Mining Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on 1. Franklin India Short Term Income Plan - Retail Plan
Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹11,915 31 Oct 22 ₹12,911 31 Oct 23 ₹13,998 31 Oct 24 ₹13,998
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (25 Nov 25) ₹46.2786 ↑ 0.67 (1.46 %) Net Assets (Cr) ₹1,498 on 31 Oct 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.83 Information Ratio -1.04 Alpha Ratio -4.16 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 Oct 20 ₹10,000 31 Oct 21 ₹9,021 31 Oct 22 ₹6,936 31 Oct 23 ₹8,194 31 Oct 24 ₹11,716 31 Oct 25 ₹21,909 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.8% 3 Month 31.1% 6 Month 58% 1 Year 117.2% 3 Year 43.8% 5 Year 20.8% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.68 Yr. Data below for DSP World Gold Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Basic Materials 95.15% Asset Allocation
Asset Class Value Cash 2.29% Equity 95.15% Debt 0.02% Other 2.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -75% ₹1,127 Cr 1,347,933
↓ -108,097 VanEck Gold Miners ETF
- | GDX24% ₹367 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹23 Cr Net Receivables/Payables
Net Current Assets | -1% -₹20 Cr 3. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,062 31 Oct 22 ₹17,456 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (25 Nov 25) ₹23.4448 ↑ 0.31 (1.34 %) Net Assets (Cr) ₹169 on 31 Oct 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 1.28 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 Oct 20 ₹10,000 31 Oct 21 ₹13,881 31 Oct 22 ₹13,855 31 Oct 23 ₹14,251 31 Oct 24 ₹16,669 31 Oct 25 ₹22,688 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 4.9% 3 Month 20.3% 6 Month 41.3% 1 Year 42.8% 3 Year 13.8% 5 Year 16.1% 10 Year 15 Year Since launch 5.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -36% Fund Manager information for DSP World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.68 Yr. Data below for DSP World Mining Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Basic Materials 96.18% Energy 1.1% Asset Allocation
Asset Class Value Cash 2.35% Equity 97.28% Debt 0.01% Other 0.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹167 Cr 193,620
↓ -1,404 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹2 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 5. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,669
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
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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