+91-22-489139092022 ਲਈ ਸਰਬੋਤਮ SWP ਮਿਉਚੁਅਲ ਫੰਡ
SWP ਜਾਂ ਸਿਸਟਮੈਟਿਕ ਕਢਵਾਉਣ ਦੀ ਯੋਜਨਾ ਇਸਦੇ ਉਲਟ ਹੈSIP. SWP ਵਿੱਚ, ਵਿਅਕਤੀ ਪਹਿਲਾਂ ਇੱਕ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮ ਵਿੱਚ ਕਾਫ਼ੀ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਜੋ ਆਮ ਤੌਰ 'ਤੇ ਘੱਟ ਪੱਧਰ ਦਾ ਜੋਖਮ ਲੈਂਦੀ ਹੈ। ਫਿਰ, ਉਹ ਆਪਣੀਆਂ ਜ਼ਰੂਰਤਾਂ ਦੇ ਅਨੁਸਾਰ ਨਿਯਮਤ ਅੰਤਰਾਲਾਂ 'ਤੇ ਇੱਕ ਨਿਸ਼ਚਤ ਰਕਮ ਨੂੰ ਰਿਡੀਮ ਕਰਨਾ ਸ਼ੁਰੂ ਕਰ ਦਿੰਦੇ ਹਨ।
SWP ਉਹਨਾਂ ਵਿਅਕਤੀਆਂ ਲਈ ਢੁਕਵਾਂ ਹੈ ਜੋ ਇੱਕ ਨਿਯਮਤ ਸਰੋਤ ਦੀ ਭਾਲ ਕਰ ਰਹੇ ਹਨਆਮਦਨ. SWP ਵਿੱਚ, ਕਢਵਾਉਣ ਦੀ ਰਕਮ ਨਿਸ਼ਚਿਤ ਕੀਤੀ ਜਾਂਦੀ ਹੈ ਅਤੇ ਵੱਖ-ਵੱਖ ਅੰਤਰਾਲਾਂ ਵਿੱਚ ਵਿਅਕਤੀਆਂ ਦੇ ਆਧਾਰ 'ਤੇ ਮਹੀਨਾਵਾਰ, ਤਿਮਾਹੀ ਜਾਂ ਹਫ਼ਤਾਵਾਰੀ ਸ਼ਾਮਲ ਹੁੰਦੇ ਹਨ।
SWP ਵਿੱਚ, ਵਿਅਕਤੀ ਉਹਨਾਂ ਸਕੀਮਾਂ ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨ ਜਿਹਨਾਂ ਵਿੱਚ ਆਮ ਤੌਰ 'ਤੇ ਘੱਟ ਜੋਖਮ ਹੁੰਦਾ ਹੈ। ਕੁਝ ਅਜਿਹੀਆਂ ਸਕੀਮਾਂ ਇੱਕ ਤਰਲ ਫੰਡ, ਅਲਟਰਾ ਸ਼ਾਰਟ-ਟਰਮ ਫੰਡ, ਜਾਂ ਹੋਰ ਕਰਜ਼ਾ ਸਕੀਮਾਂ ਹੋ ਸਕਦੀਆਂ ਹਨ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਉੱਚ-ਜੋਖਮ ਦੀ ਭੁੱਖ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨਵੱਡੇ ਕੈਪ ਫੰਡ. ਹਾਲਾਂਕਿ, ਉਹ ਵਿਅਕਤੀ ਜਿਨ੍ਹਾਂ ਦੀ ਜੋਖਮ ਦੀ ਭੁੱਖ ਜ਼ਿਆਦਾ ਹੈ ਉਹ ਇਕੁਇਟੀ ਸ਼੍ਰੇਣੀ ਦੇ ਅਧੀਨ ਵੱਡੇ-ਕੈਪ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨ। ਇਸ ਲਈ, ਆਓ ਅਸੀਂ ਕੁਝ ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਨੂੰ ਵੇਖੀਏ ਜੋ SWP ਲਈ ਚੁਣੀਆਂ ਜਾ ਸਕਦੀਆਂ ਹਨਤਰਲ ਫੰਡ, ਅਲਟਰਾ ਸ਼ਾਰਟ-ਟਰਮ ਫੰਡ, ਅਤੇ ਵੱਡੇ-ਕੈਪ ਫੰਡ।
SWP ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
SWP ਦੇ ਬਹੁਤ ਸਾਰੇ ਫਾਇਦੇ ਹਨ। ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ SWP ਦੇ ਕੁਝ ਪ੍ਰਮੁੱਖ ਲਾਭ ਹੇਠਾਂ ਦਿੱਤੇ ਹਨ।
ਸਥਿਰ ਆਮਦਨੀ ਦਾ ਪ੍ਰਵਾਹ
SWP ਦੀ ਚੋਣ ਆਮ ਤੌਰ 'ਤੇ ਚਾਹਵਾਨ ਵਿਅਕਤੀਆਂ ਦੁਆਰਾ ਕੀਤੀ ਜਾਂਦੀ ਹੈਪੱਕੀ ਤਨਖਾਹ ਪ੍ਰਵਾਹ ਜਿਵੇਂ ਕਿ ਸੇਵਾਮੁਕਤ ਵਿਅਕਤੀ, ਛੁੱਟੀ ਵਾਲੇ ਲੋਕ, ਆਦਿ। ਨਾਲ ਹੀ, SWP ਵਿੱਚ ਨਿਵੇਸ਼ ਸਕੀਮ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਦੇ ਅਧਾਰ ਤੇ ਰਿਟਰਨ ਪੈਦਾ ਕਰਦਾ ਹੈ।
ਅਨੁਸ਼ਾਸਿਤ ਕਢਵਾਉਣ ਦੀ ਆਦਤ
ਕਿਉਂਕਿ, SWP ਤੋਂ ਨਿਸ਼ਚਿਤ ਰੂਪ ਵਿੱਚ ਕਢਵਾਈ ਗਈ ਰਕਮ, ਇਹ ਕਢਵਾਉਣ ਦੀ ਅਨੁਸ਼ਾਸਿਤ ਆਦਤ ਪੈਦਾ ਕਰਦੀ ਹੈ। ਨਤੀਜੇ ਵਜੋਂ, ਇਹ ਰੋਕਦਾ ਹੈਪੂੰਜੀ ਵਿੱਚ ਨਿਵੇਸ਼ 'ਤੇ ਕਟੌਤੀਮਿਉਚੁਅਲ ਫੰਡ.
ਪੈਨਸ਼ਨ ਦਾ ਬਦਲ
ਸੇਵਾਮੁਕਤ ਵਿਅਕਤੀਆਂ ਲਈ, SWP ਪੈਨਸ਼ਨ ਦੇ ਬਦਲ ਵਜੋਂ ਕੰਮ ਕਰਦਾ ਹੈ। ਇਸ ਲਈ, ਸੇਵਾਮੁਕਤ ਵਿਅਕਤੀ ਆਪਣੇ ਆਪ ਨੂੰ ਕੁਝ ਨਿਸ਼ਚਿਤ ਰਿਟਰਨ ਦਾ ਭਰੋਸਾ ਦੇ ਸਕਦੇ ਹਨ।
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ਵਿੱਤੀ ਸਾਲ 22 - 23 ਲਈ ਸਰਵੋਤਮ SWP ਮਿਉਚੁਅਲ ਫੰਡ
ਤਰਲ ਫੰਡ
SWP ਕਰਦੇ ਸਮੇਂ, ਇੱਕ ਮਹੱਤਵਪੂਰਨ ਉਦੇਸ਼ ਤੁਹਾਡੀ ਪੂੰਜੀ ਸਥਿਤੀ ਨੂੰ ਬਰਕਰਾਰ ਰੱਖਣਾ ਹੈ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਉਹਨਾਂ ਯੋਜਨਾਵਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਕੋਸ਼ਿਸ਼ ਕਰਦੇ ਹਨ ਜੋ ਘੱਟ ਪੱਧਰ ਦਾ ਜੋਖਮ ਲੈਂਦੀਆਂ ਹਨ। ਇਸ ਲਈ, ਤਰਲ ਫੰਡ ਤਰਜੀਹੀ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹਨ ਕਿਉਂਕਿ ਇਹ ਸਭ ਤੋਂ ਹੇਠਲੇ ਪੱਧਰ ਦਾ ਜੋਖਮ ਰੱਖਦਾ ਹੈ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਤਰਲ ਫੰਡ ਬਚਤ ਦੇ ਮੁਕਾਬਲੇ ਉੱਚ ਰਿਟਰਨ ਕਮਾਉਣ ਵਿੱਚ ਵਿਅਕਤੀਆਂ ਦੀ ਮਦਦ ਕਰਦੇ ਹਨਬੈਂਕ ਖਾਤਾ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਲੋਕ ਇੱਕ ਮੁਹਤ ਵਿੱਚ ਕਰ ਸਕਦੇ ਹਨਛੁਟਕਾਰਾ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ. ਇਸ ਲਈ, SWP ਦੇ ਮਾਮਲੇ ਵਿੱਚ ਤਰਲ ਫੰਡ ਨਿਵੇਸ਼ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੋ ਸਕਦਾ ਹੈ। ਦੇ ਕੁਝਵਧੀਆ ਤਰਲ ਫੰਡ ਜੋ ਕਿ ਨਿਵੇਸ਼ ਲਈ ਚੁਣੇ ਜਾ ਸਕਦੇ ਹਨ ਹੇਠਾਂ ਦਿੱਤੇ ਅਨੁਸਾਰ ਸੂਚੀਬੱਧ ਹਨ।
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Edelweiss Liquid Fund Growth ₹3,605.34
↑ 0.81 ₹13,272 0.5 1.5 3.4 6.4 6.5 6.26% 1M 8D 1M 8D LIC MF Liquid Fund Growth ₹5,091.88
↑ 1.07 ₹17,484 0.5 1.5 3.3 6.4 6.4 6.36% 1M 10D 1M 10D Canara Robeco Liquid Growth ₹3,390.78
↑ 0.68 ₹6,783 0.5 1.5 3.3 6.4 6.5 6.38% 2M 2D 2M 6D Baroda Pioneer Liquid Fund Growth ₹3,237.35
↑ 0.66 ₹13,194 0.5 1.5 3.3 6.3 6.4 6.31% 1M 8D 1M 9D Mirae Asset Cash Management Fund Growth ₹2,952.15
↑ 0.64 ₹17,359 0.5 1.5 3.3 6.3 6.5 6.35% 1M 13D 1M 15D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Edelweiss Liquid Fund LIC MF Liquid Fund Canara Robeco Liquid Baroda Pioneer Liquid Fund Mirae Asset Cash Management Fund Point 1 Lower mid AUM (₹13,272 Cr). Highest AUM (₹17,484 Cr). Bottom quartile AUM (₹6,783 Cr). Bottom quartile AUM (₹13,194 Cr). Upper mid AUM (₹17,359 Cr). Point 2 Established history (19+ yrs). Oldest track record among peers (24 yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.43% (top quartile). 1Y return: 6.37% (upper mid). 1Y return: 6.36% (lower mid). 1Y return: 6.33% (bottom quartile). 1Y return: 6.30% (bottom quartile). Point 6 1M return: 0.48% (top quartile). 1M return: 0.46% (bottom quartile). 1M return: 0.46% (bottom quartile). 1M return: 0.47% (lower mid). 1M return: 0.47% (upper mid). Point 7 Sharpe: 2.92 (top quartile). Sharpe: 2.74 (bottom quartile). Sharpe: 2.81 (lower mid). Sharpe: 2.88 (upper mid). Sharpe: 2.74 (bottom quartile). Point 8 Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 1.43 (top quartile). Information ratio: 0.65 (upper mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.36% (upper mid). Yield to maturity (debt): 6.38% (top quartile). Yield to maturity (debt): 6.31% (bottom quartile). Yield to maturity (debt): 6.35% (lower mid). Point 10 Modified duration: 0.11 yrs (top quartile). Modified duration: 0.11 yrs (lower mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.11 yrs (upper mid). Modified duration: 0.12 yrs (bottom quartile). Edelweiss Liquid Fund
LIC MF Liquid Fund
Canara Robeco Liquid
Baroda Pioneer Liquid Fund
Mirae Asset Cash Management Fund
ਅਲਟਰਾ ਸ਼ਾਰਟ ਟਰਮ ਫੰਡ
ਅਲਟ੍ਰਾਛੋਟੀ ਮਿਆਦ ਦੇ ਫੰਡ ਤਰਲ ਫੰਡਾਂ ਤੋਂ ਉੱਪਰ ਹਨ। ਇਸ ਸਕੀਮ ਦੀ ਚੋਣ ਕਰਨ ਵਾਲੇ ਵਿਅਕਤੀਆਂ ਵਿੱਚ ਤਰਲ ਫੰਡਾਂ ਦੇ ਮੁਕਾਬਲੇ ਮਾਮੂਲੀ ਤੌਰ 'ਤੇ ਵੱਧ ਜੋਖਮ-ਭੁੱਖ ਹੁੰਦੀ ਹੈ। ਹਾਲਾਂਕਿ, ਇਹ ਸਕੀਮ ਤਰਲ ਫੰਡਾਂ ਦੇ ਮੁਕਾਬਲੇ ਵੱਧ ਰਿਟਰਨ ਕਮਾਉਂਦੀ ਹੈ। ਅਲਟਰਾ ਸ਼ਾਰਟ-ਟਰਮ ਫੰਡ ਆਪਣੇ ਕਾਰਪਸ ਨੂੰ ਨਿਸ਼ਚਤ ਆਮਦਨੀ ਯੰਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ ਜਿਨ੍ਹਾਂ ਦੀ ਮਿਆਦ ਪੂਰੀ ਹੋਣ ਦੀ ਮਿਆਦ 91 ਦਿਨਾਂ ਤੋਂ ਵੱਧ ਅਤੇ ਇੱਕ ਸਾਲ ਤੋਂ ਘੱਟ ਹੁੰਦੀ ਹੈ। ਇਹ ਸਕੀਮ ਛੋਟੀ ਮਿਆਦ ਦੇ ਨਿਵੇਸ਼ਾਂ ਲਈ ਢੁਕਵੀਂ ਹੈ। ਕੁਝ ਵਧੀਆ ਅਲਟਰਾ ਛੋਟੀ ਮਿਆਦ ਦੇ ਫੰਡ ਹੇਠਾਂ ਦਿੱਤੇ ਗਏ ਹਨ।
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 ₹592.85
↑ 0.22 ₹18,819 1.5 3.4 6.3 7.2 7.4 7.42% 5M 19D 7M 13D ICICI Prudential Ultra Short Term Fund Growth ₹29.9085
↑ 0.01 ₹15,974 1.5 3.3 6.2 7 7.1 7.37% 10M 17D 1Y 3M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,446.24
↑ 2.30 ₹11,880 1.5 3.3 6.2 6.9 7 7.18% 4M 28D 7M 24D Nippon India Ultra Short Duration Fund Growth ₹4,343.88
↑ 1.89 ₹12,447 1.5 3.3 6.2 6.8 6.8 7.35% 5M 11D 7M 4D Invesco India Ultra Short Term Fund Growth ₹2,907.47
↑ 1.29 ₹1,661 1.5 3.4 6.2 6.9 6.8 7.03% 5M 3D 5M 7D Kotak Savings Fund Growth ₹46.1476
↑ 0.02 ₹15,962 1.4 3.1 6 6.7 6.8 7.25% 4M 20D 6M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Nippon India Ultra Short Duration Fund Invesco India Ultra Short Term Fund Kotak Savings Fund Point 1 Highest AUM (₹18,819 Cr). Upper mid AUM (₹15,974 Cr). Bottom quartile AUM (₹11,880 Cr). Lower mid AUM (₹12,447 Cr). Bottom quartile AUM (₹1,661 Cr). Upper mid AUM (₹15,962 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Established history (15+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 6.31% (top quartile). 1Y return: 6.23% (upper mid). 1Y return: 6.20% (upper mid). 1Y return: 6.19% (lower mid). 1Y return: 6.16% (bottom quartile). 1Y return: 6.01% (bottom quartile). Point 6 1M return: 0.49% (upper mid). 1M return: 0.49% (lower mid). 1M return: 0.49% (upper mid). 1M return: 0.49% (top quartile). 1M return: 0.48% (bottom quartile). 1M return: 0.48% (bottom quartile). Point 7 Sharpe: 1.00 (top quartile). Sharpe: 1.00 (upper mid). Sharpe: 0.92 (lower mid). Sharpe: 0.96 (upper mid). Sharpe: 0.83 (bottom quartile). Sharpe: 0.58 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). 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% (top quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.18% (bottom quartile). Yield to maturity (debt): 7.35% (upper mid). Yield to maturity (debt): 7.03% (bottom quartile). Yield to maturity (debt): 7.25% (lower mid). Point 10 Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.88 yrs (bottom quartile). Modified duration: 0.41 yrs (upper mid). Modified duration: 0.45 yrs (lower mid). Modified duration: 0.42 yrs (upper mid). Modified duration: 0.39 yrs (top quartile). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Nippon India Ultra Short Duration Fund
Invesco India Ultra Short Term Fund
Kotak Savings Fund
ਵੱਡੇ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ
SWP ਦੇ ਮਾਮਲੇ ਵਿੱਚ ਲਾਰਜ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ ਉਹਨਾਂ ਵਿਅਕਤੀਆਂ ਲਈ ਢੁਕਵਾਂ ਹੈ ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨਇਕੁਇਟੀ ਫੰਡ. ਹਾਲਾਂਕਿ, SWP ਵਿਕਲਪ ਦੀ ਚੋਣ ਕਰਦੇ ਸਮੇਂ ਇਕੁਇਟੀ ਫੰਡਾਂ ਤੋਂ ਬਚਣਾ ਸੰਭਵ ਹੈ। ਹਾਲਾਂਕਿ ਦੂਜੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਦੇ ਮੁਕਾਬਲੇ ਘੱਟ ਵਿੱਚ ਵੱਡੇ-ਕੈਪ ਫੰਡਾਂ ਦੇ ਮਾਮਲੇ ਵਿੱਚ ਅਸਥਿਰਤਾ, ਫਿਰ ਵੀ; ਰਿਟਰਨ ਦੀ ਗਰੰਟੀ ਨਹੀਂ ਹੈ। ਹਾਲਾਂਕਿ, ਉਹ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਵਿਕਲਪ ਲਈ ਚੰਗੇ ਹਨ। ਲਾਰਜ-ਕੈਪ ਸ਼੍ਰੇਣੀ ਦੇ ਅਧੀਨ ਕੁਝ ਵਧੀਆ ਸਕੀਮਾਂ ਹੇਠ ਲਿਖੇ ਅਨੁਸਾਰ ਹਨ।
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 ₹68.68
↓ -0.15 ₹2,021 -2.8 12.4 0.1 11.4 9.1 5.5 Bandhan Large Cap Fund Growth ₹74.572
↓ -0.23 ₹2,145 -2.5 7.4 -1.9 10.5 8.5 8.2 JM Core 11 Fund Growth ₹19.4398
↑ 0.03 ₹293 -1.8 14.6 -1.6 9.5 10.6 -1.9 BNP Paribas Large Cap Fund Growth ₹210.164
↓ -0.55 ₹2,641 -2.9 5.8 -2.5 9 8.4 4.4 DSP TOP 100 Equity Growth ₹432.073
↓ -0.12 ₹7,101 -5 2.1 -7.5 8.6 7.6 8.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 6 Funds showcased
Commentary IDBI India Top 100 Equity Fund Invesco India Largecap Fund Bandhan Large Cap Fund JM Core 11 Fund BNP Paribas Large Cap Fund DSP TOP 100 Equity Point 1 Bottom quartile AUM (₹655 Cr). Lower mid AUM (₹2,021 Cr). Upper mid AUM (₹2,145 Cr). Bottom quartile AUM (₹293 Cr). Upper mid AUM (₹2,641 Cr). Highest AUM (₹7,101 Cr). Point 2 Established history (14+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (22+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 9.08% (upper mid). 5Y return: 8.49% (lower mid). 5Y return: 10.57% (upper mid). 5Y return: 8.42% (bottom quartile). 5Y return: 7.60% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 11.43% (upper mid). 3Y return: 10.50% (upper mid). 3Y return: 9.54% (lower mid). 3Y return: 9.05% (bottom quartile). 3Y return: 8.63% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 0.13% (upper mid). 1Y return: -1.89% (lower mid). 1Y return: -1.59% (upper mid). 1Y return: -2.51% (bottom quartile). 1Y return: -7.46% (bottom quartile). Point 8 Alpha: 2.11 (bottom quartile). Alpha: 6.54 (top quartile). Alpha: 2.93 (upper mid). Alpha: 2.82 (upper mid). Alpha: 2.25 (lower mid). Alpha: -3.61 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: 0.25 (upper mid). Sharpe: 0.05 (lower mid). Sharpe: 0.17 (upper mid). Sharpe: 0.01 (bottom quartile). Sharpe: -0.38 (bottom quartile). Point 10 Information ratio: 0.14 (lower mid). Information ratio: 0.98 (top quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.08 (bottom quartile). Information ratio: 0.53 (upper mid). Information ratio: 0.13 (bottom quartile). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Bandhan Large Cap Fund
JM Core 11 Fund
BNP Paribas Large Cap Fund
DSP TOP 100 Equity
The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Business Leaders Fund) To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Invesco India Largecap Fund Below is the key information for Invesco India Largecap Fund Returns up to 1 year are on (Erstwhile IDFC Equity Fund) The investment objective of the scheme is to seek to generate
capital growth from a portfolio of predominantly equity and equity
related instruments (including Equity Derivatives). The scheme
may also invest in debt & money market instruments to generate
reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized. Research Highlights for Bandhan Large Cap Fund Below is the key information for Bandhan Large Cap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. Research Highlights for JM Core 11 Fund Below is the key information for JM Core 11 Fund Returns up to 1 year are on (Erstwhile BNP Paribas Equity Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no
assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Large Cap Fund Below is the key information for BNP Paribas Large Cap Fund Returns up to 1 year are on To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments. Research Highlights for Franklin India Ultra Short Bond Fund - Super Institutional Plan Below is the key information for Franklin India Ultra Short Bond Fund - Super Institutional Plan Returns up to 1 year are on 1. IDBI India Top 100 Equity Fund
IDBI India Top 100 Equity Fund
Growth Launch Date 15 May 12 NAV (28 Jul 23) ₹44.16 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹655 on 30 Jun 23 Category Equity - Large Cap AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio 1.09 Information Ratio 0.14 Alpha Ratio 2.11 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 3% 3 Month 9.2% 6 Month 12.5% 1 Year 15.4% 3 Year 21.9% 5 Year 12.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Invesco India Largecap Fund
Invesco India Largecap Fund
Growth Launch Date 21 Aug 09 NAV (30 Sep 26) ₹68.68 ↓ -0.15 (-0.22 %) Net Assets (Cr) ₹2,021 on 31 Aug 26 Category Equity - Large Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.25 Information Ratio 0.98 Alpha Ratio 6.54 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,609 30 Sep 23 ₹11,160 30 Sep 24 ₹16,005 30 Sep 25 ₹15,420 Returns for Invesco India Largecap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -6.9% 3 Month -2.8% 6 Month 12.4% 1 Year 0.1% 3 Year 11.4% 5 Year 9.1% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.5% 2024 20% 2023 27.8% 2022 -3% 2021 32.5% 2020 14.1% 2019 10.5% 2018 -0.4% 2017 28.3% 2016 2.8% Fund Manager information for Invesco India Largecap Fund
Name Since Tenure Hiten Jain 1 Dec 23 2.75 Yr. Data below for Invesco India Largecap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 33.35% Industrials 17.73% Consumer Cyclical 17.6% Technology 9.93% Health Care 9.05% Basic Materials 5.11% Communication Services 2.87% Real Estate 1.69% Consumer Defensive 1.6% Utility 0.44% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK8% ₹171 Cr 1,176,445
↑ 66,407 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK4% ₹80 Cr 1,128,336 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹76 Cr 2,302,684 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC4% ₹75 Cr 243,802
↓ -64,504 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY4% ₹73 Cr 646,679 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT4% ₹73 Cr 180,930
↑ 7,493 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO4% ₹71 Cr 135,614 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹66 Cr 625,142
↓ -45,993 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 5327553% ₹60 Cr 370,579 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹58 Cr 320,404 3. Bandhan Large Cap Fund
Bandhan Large Cap Fund
Growth Launch Date 9 Jun 06 NAV (30 Sep 26) ₹74.572 ↓ -0.23 (-0.31 %) Net Assets (Cr) ₹2,145 on 31 Jul 26 Category Equity - Large Cap AMC IDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio 0.05 Information Ratio 0.9 Alpha Ratio 2.93 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,799 30 Sep 23 ₹11,139 30 Sep 24 ₹16,066 30 Sep 25 ₹15,317 Returns for Bandhan Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -6% 3 Month -2.5% 6 Month 7.4% 1 Year -1.9% 3 Year 10.5% 5 Year 8.5% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.2% 2024 18.7% 2023 26.8% 2022 -2.3% 2021 26.8% 2020 17.4% 2019 10.6% 2018 -4.2% 2017 34.2% 2016 5.3% Fund Manager information for Bandhan Large Cap Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1.75 Yr. Prateek Poddar 2 Dec 24 1.75 Yr. Ritika Behera 7 Oct 23 2.9 Yr. Gaurav Satra 7 Jun 24 2.24 Yr. Data below for Bandhan Large Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 32.78% Consumer Cyclical 17.11% Technology 8.81% Health Care 7.48% Industrials 7.45% Basic Materials 7.29% Energy 5.81% Consumer Defensive 5.07% Utility 3.7% Communication Services 2.79% Real Estate 1.64% Asset Allocation
Asset Class Value Cash 0.08% Equity 99.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹193 Cr 1,326,266
↓ -12,240 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK7% ₹152 Cr 2,141,302
↑ 36,853 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE6% ₹127 Cr 991,239
↑ 3,694 State Bank of India (Financial Services)
Equity, Since 31 Dec 24 | SBIN4% ₹87 Cr 821,071
↑ 20,999 Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY4% ₹86 Cr 756,556
↑ 19,097 NTPC Ltd (Utilities)
Equity, Since 31 Dec 24 | 5325553% ₹73 Cr 2,230,896
↑ 68,528 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M3% ₹73 Cr 222,536 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 19 | LT3% ₹71 Cr 176,541
↑ 5,350 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 24 | SUNPHARMA3% ₹65 Cr 326,682 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329783% ₹64 Cr 314,529 4. JM Core 11 Fund
JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (30 Sep 26) ₹19.4398 ↑ 0.03 (0.14 %) Net Assets (Cr) ₹293 on 31 Aug 26 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio 0.17 Information Ratio 0.08 Alpha Ratio 2.82 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,850 30 Sep 23 ₹12,572 30 Sep 24 ₹18,073 30 Sep 25 ₹16,791 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -6.1% 3 Month -1.8% 6 Month 14.6% 1 Year -1.6% 3 Year 9.5% 5 Year 10.6% 10 Year 15 Year Since launch 3.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.9% 2024 24.3% 2023 32.9% 2022 7.1% 2021 16.3% 2020 6.3% 2019 10.6% 2018 -5% 2017 43.1% 2016 11.1% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.92 Yr. Asit Bhandarkar 25 Feb 09 17.52 Yr. Ruchi Fozdar 4 Oct 24 1.91 Yr. Deepak Gupta 11 Apr 25 1.39 Yr. Data below for JM Core 11 Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Consumer Cyclical 28.32% Financial Services 28.16% Industrials 16.13% Technology 13.68% Consumer Defensive 3.45% Health Care 3.25% Utility 2.31% Basic Materials 2.28% Asset Allocation
Asset Class Value Cash 2.43% Equity 97.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Jul 25 | COFORGE6% ₹17 Cr 84,619 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB5% ₹15 Cr 1,725,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 25 | UJJIVANSFB5% ₹14 Cr 2,050,001
↓ -50,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000345% ₹14 Cr 131,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹13 Cr 33,007 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM4% ₹13 Cr 75,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER4% ₹12 Cr 15,850
↓ -1,200 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | MOTHERSON4% ₹12 Cr 700,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT4% ₹12 Cr 14,497 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | ETERNAL4% ₹11 Cr 350,000 5. BNP Paribas Large Cap Fund
BNP Paribas Large Cap Fund
Growth Launch Date 23 Sep 04 NAV (30 Sep 26) ₹210.164 ↓ -0.55 (-0.26 %) Net Assets (Cr) ₹2,641 on 31 Aug 26 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.01 Information Ratio 0.53 Alpha Ratio 2.25 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,826 30 Sep 23 ₹11,551 30 Sep 24 ₹16,768 30 Sep 25 ₹15,365 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -6.5% 3 Month -2.9% 6 Month 5.8% 1 Year -2.5% 3 Year 9% 5 Year 8.4% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 2024 20.1% 2023 24.8% 2022 4.2% 2021 22.1% 2020 16.8% 2019 17.2% 2018 -4% 2017 37% 2016 -5.5% Fund Manager information for BNP Paribas Large Cap Fund
Name Since Tenure Jitendra Sriram 16 Jun 22 4.21 Yr. Kushant Arora 21 Oct 24 1.86 Yr. Data below for BNP Paribas Large Cap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 28.05% Industrials 13.35% Consumer Cyclical 11.8% Technology 8.99% Energy 7.14% Consumer Defensive 6.43% Health Care 6.24% Basic Materials 6.11% Utility 4.71% Communication Services 3.77% Asset Allocation
Asset Class Value Cash 1.58% Equity 97.41% Debt 1% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK6% ₹166 Cr 1,143,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE5% ₹144 Cr 1,125,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK5% ₹140 Cr 1,980,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA5% ₹128 Cr 37,800
↓ -900 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT4% ₹115 Cr 283,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL4% ₹99 Cr 549,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN3% ₹82 Cr 774,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹80 Cr 2,430,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK3% ₹75 Cr 1,800,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY3% ₹71 Cr 630,000 6. Franklin India Ultra Short Bond Fund - Super Institutional Plan
Franklin India Ultra Short Bond Fund - Super Institutional Plan
Growth Launch Date 18 Dec 07 NAV (07 Aug 22) ₹34.9131 ↑ 0.04 (0.11 %) Net Assets (Cr) ₹297 on 31 Jul 22 Category Debt - Ultrashort Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk Moderate Expense Ratio 0.52 Sharpe Ratio 2.57 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 0% Effective Maturity 1 Year 15 Days Modified Duration Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for Franklin India Ultra Short Bond Fund - Super Institutional Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 0.6% 3 Month 1.3% 6 Month 5.9% 1 Year 13.7% 3 Year 8.8% 5 Year 8.7% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Franklin India Ultra Short Bond Fund - Super Institutional Plan
Name Since Tenure Data below for Franklin India Ultra Short Bond Fund - Super Institutional Plan as on 31 Jul 22
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for IDBI India Top 100 Equity Fund