ਭਾਰਤ ਵਿੱਚ ਚੋਟੀ ਦੇ 15 ਮਿਉਚੁਅਲ ਫੰਡ ਹਾਊਸ

Updated on April 19, 2026 , 43583 views

ਮਿਉਚੁਅਲ ਫੰਡ ਪਿਛਲੇ ਕੁਝ ਸਾਲਾਂ ਤੋਂ ਭਾਰਤ ਵਿੱਚ ਬਹੁਤ ਮਸ਼ਹੂਰ ਹੋ ਰਿਹਾ ਹੈ। ਇਸਦਾ ਲਾਭਕਾਰੀ ਰਿਟਰਨ ਅਤੇ ਸਮਰੱਥਾ ਬਹੁਤ ਸਾਰੇ ਲੋਕਾਂ ਨੂੰ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਆਕਰਸ਼ਿਤ ਕਰ ਰਹੀ ਹੈ। ਪਰ, ਯੋਜਨਾ ਬਣਾਉਣ ਵੇਲੇਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ, ਜ਼ਿਆਦਾਤਰ ਲੋਕ ਸੋਚਦੇ ਹਨ ਕਿ ਇੱਕ ਚੰਗੀ ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀ ਗਾਰੰਟੀਸ਼ੁਦਾ ਵਾਪਸੀ ਦੇ ਸਕਦੀ ਹੈ। ਇਹ ਅਸਲ ਵਿੱਚ ਤੱਥ ਨਹੀਂ ਹੈ। ਹਾਲਾਂਕਿ ਇੱਕ ਚੰਗਾ ਬ੍ਰਾਂਡ ਨਾਮ, ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਮਾਪਦੰਡਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੋ ਸਕਦਾ ਹੈ, ਪਰ ਹੋਰ ਬਹੁਤ ਸਾਰੇ ਵੱਖ-ਵੱਖ ਕਾਰਕ ਹਨ ਜੋ ਫੈਸਲਾ ਕਰਦੇ ਹਨਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ.

ਏਯੂਐਮ, ਫੰਡ ਮੈਨੇਜਰ ਦੀ ਮੁਹਾਰਤ, ਫੰਡ ਦੀ ਉਮਰ, ਏਐਮਸੀ ਦੇ ਨਾਲ ਸਟਾਰਡ ਫੰਡ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਆਦਿ ਵਰਗੇ ਕਾਰਕ, ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਅੰਤਮ ਫੰਡ ਦੀ ਚੋਣ ਕਰਨ ਵਿੱਚ ਬਰਾਬਰ ਭੂਮਿਕਾ ਨਿਭਾਉਂਦੇ ਹਨ। ਅਜਿਹੇ ਮਾਪਦੰਡਾਂ ਨੂੰ ਧਿਆਨ ਵਿੱਚ ਰੱਖਦੇ ਹੋਏ, ਅਸੀਂ ਸਬੰਧਤ AMC ਦੁਆਰਾ ਕੁਝ ਵਧੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੇ ਨਾਲ, ਭਾਰਤ ਵਿੱਚ ਚੋਟੀ ਦੇ 15 ਮਿਉਚੁਅਲ ਫੰਡ ਘਰਾਂ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈ।

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ਭਾਰਤ ਵਿੱਚ ਸਰਬੋਤਮ ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀਆਂ

ਹੇਠਾਂ ਭਾਰਤ ਵਿੱਚ ਸਰਬੋਤਮ ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀਆਂ ਹਨ-

ਨੋਟ ਕਰੋ: ਹੇਠਾਂ ਦਰਸਾਏ ਗਏ ਸਾਰੇ ਫੰਡਾਂ ਦੀ ਕੁੱਲ ਜਾਇਦਾਦ ਹੈ500 ਕਰੋੜ ਜ ਹੋਰ.

ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ

ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਚੰਗੀ ਤਰ੍ਹਾਂ ਮਾਨਤਾ ਪ੍ਰਾਪਤ ਕੰਪਨੀ ਵਿੱਚੋਂ ਇੱਕ ਹੈ। ਕੰਪਨੀ ਹੁਣ ਤਿੰਨ ਦਹਾਕਿਆਂ ਤੋਂ ਵੱਧ ਸਮੇਂ ਤੋਂ ਭਾਰਤੀ ਮਿਉਚੁਅਲ ਫੰਡ ਉਦਯੋਗ ਵਿੱਚ ਮੌਜੂਦ ਹੈ। AMC ਵਿਅਕਤੀਆਂ ਦੀਆਂ ਵਿਭਿੰਨ ਲੋੜਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਫੰਡਾਂ ਦੀਆਂ ਵੱਖ-ਵੱਖ ਸ਼੍ਰੇਣੀਆਂ ਵਿੱਚ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜੋ ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਇੱਥੇ ਕੁਝ ਪ੍ਰਮੁੱਖ ਫੰਡ ਹਨ ਜੋ ਤੁਸੀਂ ਆਪਣੀਆਂ ਨਿਵੇਸ਼ ਲੋੜਾਂ ਅਤੇ ਉਦੇਸ਼ਾਂ ਅਨੁਸਾਰ ਚੁਣ ਸਕਦੇ ਹੋ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
SBI Debt Hybrid Fund Growth	₹75.2325 ↑ 0.12	₹9,546	500	2.2	1.9	6	9.8	9.4	6.7
SBI Small Cap Fund Growth	₹167.296 ↑ 1.37	₹32,286	500	5.9	-2.9	2.7	14.4	16.1	-4.9
SBI Magnum COMMA Fund Growth	₹115.64 ↑ 0.08	₹939	500	7.8	8.5	18.7	21.4	15.7	12.3
SBI Multi Asset Allocation Fund Growth	₹66.2215 ↑ 0.28	₹16,150	500	-0.3	5.4	17.5	18.1	14.9	18.6
SBI Large and Midcap Fund Growth	₹638.222 ↑ 1.44	₹34,871	500	0.6	0.7	10.9	17.5	17.6	10.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Magnum COMMA Fund	SBI Multi Asset Allocation Fund	SBI Large and Midcap Fund
Point 1	Bottom quartile AUM (₹9,546 Cr).	Upper mid AUM (₹32,286 Cr).	Bottom quartile AUM (₹939 Cr).	Lower mid AUM (₹16,150 Cr).	Highest AUM (₹34,871 Cr).
Point 2	Oldest track record among peers (25 yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderate.	Risk profile: Moderately High.
Point 5	5Y return: 9.39% (bottom quartile).	5Y return: 16.05% (upper mid).	5Y return: 15.74% (lower mid).	5Y return: 14.88% (bottom quartile).	5Y return: 17.64% (top quartile).
Point 6	3Y return: 9.81% (bottom quartile).	3Y return: 14.40% (bottom quartile).	3Y return: 21.45% (top quartile).	3Y return: 18.13% (upper mid).	3Y return: 17.50% (lower mid).
Point 7	1Y return: 5.98% (bottom quartile).	1Y return: 2.66% (bottom quartile).	1Y return: 18.70% (top quartile).	1Y return: 17.48% (upper mid).	1Y return: 10.92% (lower mid).
Point 8	1M return: 2.49% (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 2.28 (top quartile).	1M return: 3.82% (bottom quartile).	Alpha: 1.44 (upper mid).
Point 9	Alpha: 0.00 (lower mid).	Sharpe: -0.79 (bottom quartile).	Sharpe: 0.42 (upper mid).	Alpha: 0.00 (bottom quartile).	Sharpe: -0.23 (lower mid).
Point 10	Sharpe: -0.42 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.06 (bottom quartile).	Sharpe: 0.73 (top quartile).	Information ratio: -0.33 (bottom quartile).

SBI Debt Hybrid Fund

Bottom quartile AUM (₹9,546 Cr).
Oldest track record among peers (25 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 9.39% (bottom quartile).
3Y return: 9.81% (bottom quartile).
1Y return: 5.98% (bottom quartile).
1M return: 2.49% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.42 (bottom quartile).

SBI Small Cap Fund

Upper mid AUM (₹32,286 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.05% (upper mid).
3Y return: 14.40% (bottom quartile).
1Y return: 2.66% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹939 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 15.74% (lower mid).
3Y return: 21.45% (top quartile).
1Y return: 18.70% (top quartile).
Alpha: 2.28 (top quartile).
Sharpe: 0.42 (upper mid).
Information ratio: -0.06 (bottom quartile).

SBI Multi Asset Allocation Fund

Lower mid AUM (₹16,150 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
5Y return: 14.88% (bottom quartile).
3Y return: 18.13% (upper mid).
1Y return: 17.48% (upper mid).
1M return: 3.82% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.73 (top quartile).

SBI Large and Midcap Fund

Highest AUM (₹34,871 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.64% (top quartile).
3Y return: 17.50% (lower mid).
1Y return: 10.92% (lower mid).
Alpha: 1.44 (upper mid).
Sharpe: -0.23 (lower mid).
Information ratio: -0.33 (bottom quartile).

HDFC ਮਿਉਚੁਅਲ ਫੰਡ

HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਮਸ਼ਹੂਰ AMCs ਵਿੱਚੋਂ ਇੱਕ ਹੈ। ਇਸਨੇ 2000 ਵਿੱਚ ਆਪਣੀ ਪਹਿਲੀ ਸਕੀਮ ਸ਼ੁਰੂ ਕੀਤੀ ਅਤੇ ਉਦੋਂ ਤੋਂ, ਫੰਡ ਹਾਊਸ ਇੱਕ ਸ਼ਾਨਦਾਰ ਵਾਧਾ ਦਰਸਾ ਰਿਹਾ ਹੈ। ਸਾਲਾਂ ਦੌਰਾਨ, HDFC MF ਨੇ ਕਈ ਨਿਵੇਸ਼ਕਾਂ ਦਾ ਵਿਸ਼ਵਾਸ ਜਿੱਤਿਆ ਹੈ ਅਤੇ ਆਪਣੇ ਆਪ ਨੂੰ ਭਾਰਤ ਵਿੱਚ ਚੋਟੀ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲਿਆਂ ਵਿੱਚ ਸ਼ਾਮਲ ਕੀਤਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜੋ HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਚਾਹਵਾਨ ਹਨ, ਇੱਥੇ ਚੁਣਨ ਲਈ ਕੁਝ ਵਧੀਆ ਸਕੀਮਾਂ ਹਨ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
HDFC Banking and PSU Debt Fund Growth	₹23.8758 ↑ 0.01	₹5,370	300	1.3	1.7	4.7	6.9	5.9	7.5
HDFC Corporate Bond Fund Growth	₹33.6788 ↑ 0.01	₹31,029	300	1.2	1.3	4.3	7.2	6.1	7.3
HDFC Small Cap Fund Growth	₹133.242 ↑ 0.63	₹33,724	300	2.3	-6.5	6.9	17.8	20.1	-0.6
HDFC Credit Risk Debt Fund Growth	₹25.3228 ↑ 0.01	₹6,743	300	2	2.8	6.7	7.5	6.7	8
HDFC Equity Savings Fund Growth	₹67.311 ↑ 0.16	₹5,576	300	0.3	0.2	4.7	9.9	9.7	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Small Cap Fund	HDFC Credit Risk Debt Fund	HDFC Equity Savings Fund
Point 1	Bottom quartile AUM (₹5,370 Cr).	Upper mid AUM (₹31,029 Cr).	Highest AUM (₹33,724 Cr).	Lower mid AUM (₹6,743 Cr).	Bottom quartile AUM (₹5,576 Cr).
Point 2	Established history (12+ yrs).	Established history (15+ yrs).	Established history (18+ yrs).	Established history (12+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.
Point 5	1Y return: 4.71% (lower mid).	1Y return: 4.33% (bottom quartile).	5Y return: 20.11% (top quartile).	1Y return: 6.71% (upper mid).	5Y return: 9.66% (upper mid).
Point 6	1M return: 0.48% (bottom quartile).	1M return: 0.42% (bottom quartile).	3Y return: 17.80% (top quartile).	1M return: 0.78% (lower mid).	3Y return: 9.87% (upper mid).
Point 7	Sharpe: -0.25 (upper mid).	Sharpe: -0.44 (bottom quartile).	1Y return: 6.89% (top quartile).	Sharpe: 0.67 (top quartile).	1Y return: 4.68% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	1M return: 2.30% (upper mid).
Point 9	Yield to maturity (debt): 7.58% (lower mid).	Yield to maturity (debt): 7.65% (upper mid).	Sharpe: -0.38 (lower mid).	Yield to maturity (debt): 8.59% (top quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 3.06 yrs (bottom quartile).	Modified duration: 4.23 yrs (bottom quartile).	Information ratio: 0.00 (lower mid).	Modified duration: 2.33 yrs (upper mid).	Sharpe: -0.52 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,370 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 4.71% (lower mid).
1M return: 0.48% (bottom quartile).
Sharpe: -0.25 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.58% (lower mid).
Modified duration: 3.06 yrs (bottom quartile).

HDFC Corporate Bond Fund

Upper mid AUM (₹31,029 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 4.33% (bottom quartile).
1M return: 0.42% (bottom quartile).
Sharpe: -0.44 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.65% (upper mid).
Modified duration: 4.23 yrs (bottom quartile).

HDFC Small Cap Fund

Highest AUM (₹33,724 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.11% (top quartile).
3Y return: 17.80% (top quartile).
1Y return: 6.89% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.38 (lower mid).
Information ratio: 0.00 (lower mid).

HDFC Credit Risk Debt Fund

Lower mid AUM (₹6,743 Cr).
Established history (12+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.71% (upper mid).
1M return: 0.78% (lower mid).
Sharpe: 0.67 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.59% (top quartile).
Modified duration: 2.33 yrs (upper mid).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,576 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.66% (upper mid).
3Y return: 9.87% (upper mid).
1Y return: 4.68% (bottom quartile).
1M return: 2.30% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.52 (bottom quartile).

ਆਈਸੀਆਈਸੀਆਈ ਪ੍ਰੂਡੈਂਸ਼ੀਅਲ ਮਿਉਚੁਅਲ ਫੰਡ

ਸਾਲ 1993 ਵਿੱਚ ਲਾਂਚ ਕੀਤਾ ਗਿਆ, ਆਈਸੀਆਈਸੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਭ ਤੋਂ ਵੱਡੇ ਵਿੱਚੋਂ ਇੱਕ ਹੈਸੰਪੱਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀਆਂ ਦੇਸ਼ ਵਿੱਚ. ਫੰਡ ਹਾਊਸ ਕਾਰਪੋਰੇਟ ਅਤੇ ਪ੍ਰਚੂਨ ਦੋਵਾਂ ਨਿਵੇਸ਼ਾਂ ਲਈ ਹੱਲਾਂ ਦਾ ਇੱਕ ਵਿਸ਼ਾਲ ਸਪੈਕਟ੍ਰਮ ਪੇਸ਼ ਕਰਦਾ ਹੈ। ICICI ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀ ਸੰਤੁਸ਼ਟੀਜਨਕ ਉਤਪਾਦ ਹੱਲ ਅਤੇ ਨਵੀਨਤਾਕਾਰੀ ਸਕੀਮਾਂ ਪ੍ਰਦਾਨ ਕਰਕੇ ਇੱਕ ਮਜ਼ਬੂਤ ਗਾਹਕ ਅਧਾਰ ਨੂੰ ਬਣਾਈ ਰੱਖ ਰਹੀ ਹੈ। ਏਐਮਸੀ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਕਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਹਨ ਜਿਵੇਂ ਕਿ ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਹਾਈਬ੍ਰਿਡ,ELSS, ਤਰਲ, ਆਦਿ। ਇੱਥੇ ICICI MF ਦੀਆਂ ਕੁਝ ਚੋਟੀ ਦੀਆਂ ਕਾਰਗੁਜ਼ਾਰੀ ਵਾਲੀਆਂ ਸਕੀਮਾਂ ਹਨ ਜਿਨ੍ਹਾਂ ਨੂੰ ਤੁਸੀਂ ਤਰਜੀਹ ਦੇ ਸਕਦੇ ਹੋਨਿਵੇਸ਼ ਵਿੱਚ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential Nifty Next 50 Index Fund Growth	₹62.2392 ↑ 0.42	₹7,604	100	6.1	2	8.5	22.6	15.7	2.1
ICICI Prudential MIP 25 Growth	₹78.0103 ↑ 0.17	₹3,225	100	1	0.8	5.6	10	8.9	7.9
ICICI Prudential Long Term Plan Growth	₹38.2525 ↑ 0.01	₹14,002	100	1.2	1.6	4.2	7.2	6.4	7.2
ICICI Prudential Banking and Financial Services Fund Growth	₹132.65 ↑ 1.80	₹9,367	100	-1.6	-3.7	2.2	14.5	14.3	15.9
ICICI Prudential US Bluechip Equity Fund Growth	₹73.68 ↑ 0.42	₹3,481	100	-1.4	8	34.4	14.9	11	15.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential MIP 25	ICICI Prudential Long Term Plan	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential US Bluechip Equity Fund
Point 1	Lower mid AUM (₹7,604 Cr).	Bottom quartile AUM (₹3,225 Cr).	Highest AUM (₹14,002 Cr).	Upper mid AUM (₹9,367 Cr).	Bottom quartile AUM (₹3,481 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (22 yrs).	Established history (16+ yrs).	Established history (17+ yrs).	Established history (13+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 15.66% (top quartile).	5Y return: 8.88% (bottom quartile).	1Y return: 4.15% (bottom quartile).	5Y return: 14.31% (upper mid).	5Y return: 11.03% (lower mid).
Point 6	3Y return: 22.56% (top quartile).	3Y return: 9.98% (bottom quartile).	1M return: 0.51% (bottom quartile).	3Y return: 14.51% (lower mid).	3Y return: 14.90% (upper mid).
Point 7	1Y return: 8.50% (upper mid).	1Y return: 5.58% (lower mid).	Sharpe: -0.58 (bottom quartile).	1Y return: 2.20% (bottom quartile).	1Y return: 34.35% (top quartile).
Point 8	1M return: 10.95% (top quartile).	1M return: 2.04% (bottom quartile).	Information ratio: 0.00 (lower mid).	Alpha: -0.18 (lower mid).	Alpha: -2.81 (bottom quartile).
Point 9	Alpha: -0.77 (bottom quartile).	Alpha: 0.00 (top quartile).	Yield to maturity (debt): 8.11% (upper mid).	Sharpe: -0.49 (lower mid).	Sharpe: 1.25 (top quartile).
Point 10	Sharpe: -0.51 (bottom quartile).	Sharpe: -0.43 (upper mid).	Modified duration: 5.28 yrs (bottom quartile).	Information ratio: 0.08 (top quartile).	Information ratio: -1.43 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹7,604 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.66% (top quartile).
3Y return: 22.56% (top quartile).
1Y return: 8.50% (upper mid).
1M return: 10.95% (top quartile).
Alpha: -0.77 (bottom quartile).
Sharpe: -0.51 (bottom quartile).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,225 Cr).
Oldest track record among peers (22 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.88% (bottom quartile).
3Y return: 9.98% (bottom quartile).
1Y return: 5.58% (lower mid).
1M return: 2.04% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.43 (upper mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,002 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderate.
1Y return: 4.15% (bottom quartile).
1M return: 0.51% (bottom quartile).
Sharpe: -0.58 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.11% (upper mid).
Modified duration: 5.28 yrs (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹9,367 Cr).
Established history (17+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 14.31% (upper mid).
3Y return: 14.51% (lower mid).
1Y return: 2.20% (bottom quartile).
Alpha: -0.18 (lower mid).
Sharpe: -0.49 (lower mid).
Information ratio: 0.08 (top quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,481 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 11.03% (lower mid).
3Y return: 14.90% (upper mid).
1Y return: 34.35% (top quartile).
Alpha: -2.81 (bottom quartile).
Sharpe: 1.25 (top quartile).
Information ratio: -1.43 (bottom quartile).

ਰਿਲਾਇੰਸ ਮਿਉਚੁਅਲ ਫੰਡ

ਸਾਲ 1995 ਵਿੱਚ ਇਸਦੀ ਸ਼ੁਰੂਆਤ ਤੋਂ ਬਾਅਦ, ਰਿਲਾਇੰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਦੇਸ਼ ਵਿੱਚ ਸਭ ਤੋਂ ਤੇਜ਼ੀ ਨਾਲ ਵਧ ਰਹੀ ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀ ਵਿੱਚੋਂ ਇੱਕ ਹੈ। ਫੰਡ ਹਾਊਸ ਦਾ ਲਗਾਤਾਰ ਰਿਟਰਨ ਦਾ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਟਰੈਕ ਰਿਕਾਰਡ ਹੈ। ਰਿਲਾਇੰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਕਈ ਤਰ੍ਹਾਂ ਦੀਆਂ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਦੀਆਂ ਵਿਭਿੰਨ ਜ਼ਰੂਰਤਾਂ ਨੂੰ ਪੂਰਾ ਕਰ ਸਕਦੀਆਂ ਹਨ। ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਨਿਵੇਸ਼ ਉਦੇਸ਼ਾਂ ਦੇ ਅਨੁਸਾਰ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹਨ ਅਤੇ ਉਹਨਾਂ ਦੇ ਅਨੁਸਾਰ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਜੋਖਮ ਦੀ ਭੁੱਖ.

No Funds available.

ਆਦਿਤਿਆ ਬਿਰਲਾ ਸਨ ਲਾਈਫ ਮਿਉਚੁਅਲ ਫੰਡ

ਬਿਰਲਾ ਸਨ ਲਾਈਫ ਮਿਉਚੁਅਲ ਫੰਡ ਹੱਲ ਪੇਸ਼ ਕਰਦਾ ਹੈ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਉਨ੍ਹਾਂ ਦੀ ਵਿੱਤੀ ਸਫਲਤਾ ਪ੍ਰਾਪਤ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰ ਸਕਦਾ ਹੈ। ਫੰਡ ਹਾਊਸ ਵੱਖ-ਵੱਖ ਨਿਵੇਸ਼ ਉਦੇਸ਼ਾਂ ਜਿਵੇਂ ਕਿ ਟੈਕਸ ਬਚਤ, ਨਿੱਜੀ ਬੱਚਤ, ਦੌਲਤ ਸਿਰਜਣਾ ਆਦਿ ਵਿੱਚ ਮੁਹਾਰਤ ਰੱਖਦਾ ਹੈ। ਉਹ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਜਿਵੇਂ ਕਿ ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਹਾਈਬ੍ਰਿਡ, ਈਐਲਐਸਐਸ, ਦਾ ਇੱਕ ਬੰਡਲ ਪੇਸ਼ ਕਰਦੇ ਹਨ।ਤਰਲ ਫੰਡ, ਆਦਿ। ਏ.ਐੱਮ.ਸੀ. ਹਮੇਸ਼ਾ ਇਸਦੀ ਨਿਰੰਤਰ ਕਾਰਗੁਜ਼ਾਰੀ ਲਈ ਜਾਣੀ ਜਾਂਦੀ ਹੈ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਅਨੁਕੂਲ ਰਿਟਰਨ ਕਮਾਉਣ ਲਈ ਆਪਣੇ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ BSL ਮਿਉਚੁਅਲ ਫੰਡ ਦੀਆਂ ਸਕੀਮਾਂ ਨੂੰ ਸ਼ਾਮਲ ਕਰਨ ਨੂੰ ਤਰਜੀਹ ਦੇ ਸਕਦੇ ਹਨ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Aditya Birla Sun Life Small Cap Fund Growth	₹87.0972 ↑ 0.85	₹4,449	1,000	9.7	0.7	11.1	19.5	15.7	-3.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹63.46 ↑ 1.17	₹3,155	1,000	1	0.8	6.6	16.9	15.2	17.5
Aditya Birla Sun Life Savings Fund Growth	₹576.451 ↓ 0.00	₹19,348	1,000	1.7	3	6.6	7.3	6.4	7.4
Aditya Birla Sun Life Money Manager Fund Growth	₹389.351 ↑ 0.05	₹28,778	1,000	1.8	3.1	6.5	7.4	6.4	7.4
Aditya Birla Sun Life Regular Savings Fund Growth	₹68.9738 ↑ 0.13	₹1,456	500	1.2	0.8	5.5	9	8.4	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Regular Savings Fund
Point 1	Lower mid AUM (₹4,449 Cr).	Bottom quartile AUM (₹3,155 Cr).	Upper mid AUM (₹19,348 Cr).	Highest AUM (₹28,778 Cr).	Bottom quartile AUM (₹1,456 Cr).
Point 2	Established history (18+ yrs).	Established history (12+ yrs).	Oldest track record among peers (23 yrs).	Established history (20+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately High.
Point 5	5Y return: 15.66% (top quartile).	5Y return: 15.16% (upper mid).	1Y return: 6.58% (lower mid).	1Y return: 6.52% (bottom quartile).	5Y return: 8.40% (lower mid).
Point 6	3Y return: 19.49% (top quartile).	3Y return: 16.86% (upper mid).	1M return: 0.67% (bottom quartile).	1M return: 0.81% (bottom quartile).	3Y return: 9.05% (lower mid).
Point 7	1Y return: 11.14% (top quartile).	1Y return: 6.58% (upper mid).	Sharpe: 1.95 (top quartile).	Sharpe: 1.42 (upper mid).	1Y return: 5.49% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 3.17 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	1M return: 1.92% (lower mid).
Point 9	Sharpe: -0.21 (lower mid).	Sharpe: -0.31 (bottom quartile).	Yield to maturity (debt): 7.45% (upper mid).	Yield to maturity (debt): 7.38% (lower mid).	Alpha: 1.16 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.37 (upper mid).	Modified duration: 0.49 yrs (lower mid).	Modified duration: 0.76 yrs (bottom quartile).	Sharpe: -0.36 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,449 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.66% (top quartile).
3Y return: 19.49% (top quartile).
1Y return: 11.14% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.21 (lower mid).
Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,155 Cr).
Established history (12+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 15.16% (upper mid).
3Y return: 16.86% (upper mid).
1Y return: 6.58% (upper mid).
Alpha: 3.17 (top quartile).
Sharpe: -0.31 (bottom quartile).
Information ratio: 0.37 (upper mid).

Aditya Birla Sun Life Savings Fund

Upper mid AUM (₹19,348 Cr).
Oldest track record among peers (23 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.58% (lower mid).
1M return: 0.67% (bottom quartile).
Sharpe: 1.95 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.45% (upper mid).
Modified duration: 0.49 yrs (lower mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹28,778 Cr).
Established history (20+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Low.
1Y return: 6.52% (bottom quartile).
1M return: 0.81% (bottom quartile).
Sharpe: 1.42 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.38% (lower mid).
Modified duration: 0.76 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,456 Cr).
Established history (21+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.40% (lower mid).
3Y return: 9.05% (lower mid).
1Y return: 5.49% (bottom quartile).
1M return: 1.92% (lower mid).
Alpha: 1.16 (upper mid).
Sharpe: -0.36 (bottom quartile).

ਡੀਐਸਪੀ ਬਲੈਕਰੌਕ ਮਿਉਚੁਅਲ ਫੰਡ

DSPBR ਦੁਨੀਆ ਵਿੱਚ ਸਭ ਤੋਂ ਵੱਡੀ ਸੂਚੀਬੱਧ AMC ਹੈ। ਇਹ ਨਿਵੇਸ਼ਕਾਂ ਦੀਆਂ ਵਿਭਿੰਨ ਨਿਵੇਸ਼ ਲੋੜਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਕਈ ਤਰ੍ਹਾਂ ਦੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ। ਇਸ ਕੋਲ ਨਿਵੇਸ਼ ਉੱਤਮਤਾ ਵਿੱਚ ਦੋ ਦਹਾਕਿਆਂ ਤੋਂ ਵੱਧ ਦਾ ਪ੍ਰਦਰਸ਼ਨ ਰਿਕਾਰਡ ਹੈ। ਇੱਥੇ ਕੁਝ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੀਆਂ ਡੀਐਸਪੀਬੀਆਰ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਹਨ ਜਿਨ੍ਹਾਂ ਬਾਰੇ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਦੇ ਸਮੇਂ ਵਿਚਾਰ ਕਰ ਸਕਦੇ ਹੋ।

No Funds available.

ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ

ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤੀ ਮਿਉਚੁਅਲ ਫੰਡ ਉਦਯੋਗ ਵਿੱਚ ਹੁਣ ਦੋ ਦਹਾਕਿਆਂ ਤੋਂ ਮੌਜੂਦ ਹੈ। ਸਾਲਾਂ ਦੌਰਾਨ, ਕੰਪਨੀ ਨੇ ਨਿਵੇਸ਼ਕਾਂ ਵਿੱਚ ਇੱਕ ਬਹੁਤ ਵੱਡਾ ਵਿਸ਼ਵਾਸ ਪ੍ਰਾਪਤ ਕੀਤਾ ਹੈ। ਫ੍ਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਵੱਖ-ਵੱਖ ਕਾਰਕਾਂ 'ਤੇ ਧਿਆਨ ਕੇਂਦ੍ਰਤ ਕਰਦਾ ਹੈ ਜਿਵੇਂ ਕਿ ਲੰਬੇ ਸਮੇਂ ਦੇ ਵਿਕਾਸ, ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈਬਜ਼ਾਰ ਉਤਰਾਅ-ਚੜ੍ਹਾਅ,ਨਕਦ ਵਹਾਅ, ਮਾਲੀਆ, ਆਦਿ। ਨਿਵੇਸ਼ਕ ਆਪਣੀਆਂ ਨਿਵੇਸ਼ ਲੋੜਾਂ ਦੇ ਅਨੁਸਾਰ, ਇਕੁਇਟੀ, ਕਰਜ਼ੇ, ਹਾਈਬ੍ਰਿਡ, ELSS, ਤਰਲ ਫੰਡ, ਆਦਿ ਵਰਗੇ ਕਈ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Franklin Build India Fund Growth	₹148.762 ↑ 0.59	₹2,858	500	8.8	3	11.4	27.6	25.5	3.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth	₹85.2681 ↓ -0.21	₹4,408	500	6.8	6.7	38.3	23.4	10	11.4
Franklin India Smaller Companies Fund Growth	₹168.744 ↑ 2.43	₹11,724	500	8.8	-0.7	5.7	19.6	20.9	-8.4
Franklin India Opportunities Fund Growth	₹251.385 ↑ 1.54	₹7,578	500	-0.2	-4.7	6.9	27.1	20.5	3.1
Franklin India Savings Fund Growth	₹52.7878 ↑ 0.01	₹3,959	500	1.7	3.1	6.5	7.3	6.2	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin Build India Fund	Franklin India Feeder - Franklin U S Opportunities Fund	Franklin India Smaller Companies Fund	Franklin India Opportunities Fund	Franklin India Savings Fund
Point 1	Bottom quartile AUM (₹2,858 Cr).	Lower mid AUM (₹4,408 Cr).	Highest AUM (₹11,724 Cr).	Upper mid AUM (₹7,578 Cr).	Bottom quartile AUM (₹3,959 Cr).
Point 2	Established history (16+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).	Oldest track record among peers (26 yrs).	Established history (24+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 25.51% (top quartile).	5Y return: 9.99% (bottom quartile).	5Y return: 20.92% (upper mid).	5Y return: 20.48% (lower mid).	1Y return: 6.49% (bottom quartile).
Point 6	3Y return: 27.60% (top quartile).	3Y return: 23.42% (lower mid).	3Y return: 19.63% (bottom quartile).	3Y return: 27.11% (upper mid).	1M return: 0.77% (bottom quartile).
Point 7	1Y return: 11.44% (upper mid).	1Y return: 38.26% (top quartile).	1Y return: 5.75% (bottom quartile).	1Y return: 6.95% (lower mid).	Sharpe: 1.65 (top quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: -7.19 (bottom quartile).	Alpha: -1.36 (bottom quartile).	Alpha: 0.83 (top quartile).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: -0.11 (lower mid).	Sharpe: 0.99 (upper mid).	Sharpe: -0.55 (bottom quartile).	Sharpe: -0.41 (bottom quartile).	Yield to maturity (debt): 6.40% (top quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: -1.70 (bottom quartile).	Information ratio: -0.65 (bottom quartile).	Information ratio: 1.29 (top quartile).	Modified duration: 0.53 yrs (bottom quartile).

Franklin Build India Fund

Bottom quartile AUM (₹2,858 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 25.51% (top quartile).
3Y return: 27.60% (top quartile).
1Y return: 11.44% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (upper mid).

Franklin India Feeder - Franklin U S Opportunities Fund

Lower mid AUM (₹4,408 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 9.99% (bottom quartile).
3Y return: 23.42% (lower mid).
1Y return: 38.26% (top quartile).
Alpha: -7.19 (bottom quartile).
Sharpe: 0.99 (upper mid).
Information ratio: -1.70 (bottom quartile).

Franklin India Smaller Companies Fund

Highest AUM (₹11,724 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.92% (upper mid).
3Y return: 19.63% (bottom quartile).
1Y return: 5.75% (bottom quartile).
Alpha: -1.36 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.65 (bottom quartile).

Franklin India Opportunities Fund

Upper mid AUM (₹7,578 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.48% (lower mid).
3Y return: 27.11% (upper mid).
1Y return: 6.95% (lower mid).
Alpha: 0.83 (top quartile).
Sharpe: -0.41 (bottom quartile).
Information ratio: 1.29 (top quartile).

Franklin India Savings Fund

Bottom quartile AUM (₹3,959 Cr).
Established history (24+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.49% (bottom quartile).
1M return: 0.77% (bottom quartile).
Sharpe: 1.65 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.40% (top quartile).
Modified duration: 0.53 yrs (bottom quartile).

ਮਿਉਚੁਅਲ ਫੰਡ ਬਾਕਸ

ਸਾਲ 1998 ਵਿੱਚ ਇਸਦੀ ਸ਼ੁਰੂਆਤ ਤੋਂ ਬਾਅਦ, ਕੋਟਕ ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਇੱਕ ਮਸ਼ਹੂਰ ਏਐਮਸੀ ਬਣ ਗਿਆ ਹੈ। ਕੰਪਨੀ ਨਿਵੇਸ਼ਕਾਂ ਦੀਆਂ ਵਿਭਿੰਨ ਜ਼ਰੂਰਤਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਕਈ ਤਰ੍ਹਾਂ ਦੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੀ ਹੈ। ਮਿਉਚੁਅਲ ਫੰਡ ਦੀਆਂ ਕੁਝ ਸ਼੍ਰੇਣੀਆਂ ਵਿੱਚ ਸ਼ਾਮਲ ਹਨ ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਹਾਈਬ੍ਰਿਡ, ਤਰਲ, ਈਐਲਐਸਐਸ ਅਤੇ ਹੋਰ। ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਅਤੇ ਕੋਟਕ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਇਹਨਾਂ ਉੱਚ-ਪ੍ਰਦਰਸ਼ਨ ਵਾਲੀਆਂ ਸਕੀਮਾਂ ਦਾ ਹਵਾਲਾ ਦੇ ਸਕਦੇ ਹਨ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Kotak Equity Opportunities Fund Growth	₹349.798 ↑ 2.63	₹27,373	1,000	2.2	-0.4	9.6	19.3	16.8	5.6
Kotak Standard Multicap Fund Growth	₹85.982 ↑ 0.63	₹50,146	500	1.1	-1.5	8.2	17	14.4	9.5
Kotak Asset Allocator Fund - FOF Growth	₹255.99 ↑ 0.10	₹2,274	1,000	-1.9	2.6	16.8	18.9	17.7	15.4
Kotak Emerging Equity Scheme Growth	₹139.137 ↑ 1.12	₹55,676	1,000	7.9	0	15.6	22.5	19.7	1.8
Kotak Infrastructure & Economic Reform Fund Growth	₹66.963 ↑ 0.39	₹2,055	1,000	9.5	0.9	12.2	20.4	22.9	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Equity Opportunities Fund	Kotak Standard Multicap Fund	Kotak Asset Allocator Fund - FOF	Kotak Emerging Equity Scheme	Kotak Infrastructure & Economic Reform Fund
Point 1	Lower mid AUM (₹27,373 Cr).	Upper mid AUM (₹50,146 Cr).	Bottom quartile AUM (₹2,274 Cr).	Highest AUM (₹55,676 Cr).	Bottom quartile AUM (₹2,055 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (16+ yrs).	Established history (21+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 16.79% (bottom quartile).	5Y return: 14.37% (bottom quartile).	5Y return: 17.72% (lower mid).	5Y return: 19.67% (upper mid).	5Y return: 22.86% (top quartile).
Point 6	3Y return: 19.32% (lower mid).	3Y return: 16.99% (bottom quartile).	3Y return: 18.91% (bottom quartile).	3Y return: 22.51% (top quartile).	3Y return: 20.36% (upper mid).
Point 7	1Y return: 9.57% (bottom quartile).	1Y return: 8.17% (bottom quartile).	1Y return: 16.75% (top quartile).	1Y return: 15.63% (upper mid).	1Y return: 12.15% (lower mid).
Point 8	Alpha: 1.06 (upper mid).	Alpha: 2.09 (top quartile).	1M return: 5.28% (bottom quartile).	Alpha: 0.72 (lower mid).	Alpha: -1.06 (bottom quartile).
Point 9	Sharpe: -0.26 (bottom quartile).	Sharpe: -0.34 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: -0.07 (upper mid).	Sharpe: -0.18 (lower mid).
Point 10	Information ratio: -0.11 (lower mid).	Information ratio: -0.04 (upper mid).	Sharpe: 0.33 (top quartile).	Information ratio: -0.40 (bottom quartile).	Information ratio: -0.44 (bottom quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹27,373 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.79% (bottom quartile).
3Y return: 19.32% (lower mid).
1Y return: 9.57% (bottom quartile).
Alpha: 1.06 (upper mid).
Sharpe: -0.26 (bottom quartile).
Information ratio: -0.11 (lower mid).

Kotak Standard Multicap Fund

Upper mid AUM (₹50,146 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.37% (bottom quartile).
3Y return: 16.99% (bottom quartile).
1Y return: 8.17% (bottom quartile).
Alpha: 2.09 (top quartile).
Sharpe: -0.34 (bottom quartile).
Information ratio: -0.04 (upper mid).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,274 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.72% (lower mid).
3Y return: 18.91% (bottom quartile).
1Y return: 16.75% (top quartile).
1M return: 5.28% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.33 (top quartile).

Kotak Emerging Equity Scheme

Highest AUM (₹55,676 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.67% (upper mid).
3Y return: 22.51% (top quartile).
1Y return: 15.63% (upper mid).
Alpha: 0.72 (lower mid).
Sharpe: -0.07 (upper mid).
Information ratio: -0.40 (bottom quartile).

Kotak Infrastructure & Economic Reform Fund

Bottom quartile AUM (₹2,055 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 22.86% (top quartile).
3Y return: 20.36% (upper mid).
1Y return: 12.15% (lower mid).
Alpha: -1.06 (bottom quartile).
Sharpe: -0.18 (lower mid).
Information ratio: -0.44 (bottom quartile).

IDFC ਮਿਉਚੁਅਲ ਫੰਡ

IDFC ਮਿਉਚੁਅਲ ਫੰਡ ਸਾਲ 1997 ਵਿੱਚ ਹੋਂਦ ਵਿੱਚ ਆਇਆ ਸੀ। ਇਸਦੀ ਸ਼ੁਰੂਆਤ ਤੋਂ ਬਾਅਦ, ਫਰਮ ਨੇ ਭਾਰਤੀ ਨਿਵੇਸ਼ਕਾਂ ਵਿੱਚ ਪ੍ਰਸਿੱਧੀ ਪ੍ਰਾਪਤ ਕੀਤੀ ਹੈ। ਨਿਵੇਸ਼ਕਾਂ ਦੀਆਂ ਵਿਭਿੰਨ ਨਿਵੇਸ਼ ਲੋੜਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ, ਕੰਪਨੀ ਵੱਖ-ਵੱਖ ਕਿਸਮਾਂ ਦੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੀ ਹੈ। ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਇਕੁਇਟੀ ਫੰਡ,ਕਰਜ਼ਾ ਫੰਡ,ਹਾਈਬ੍ਰਿਡ ਫੰਡ, ਤਰਲ ਫੰਡ, ਆਦਿ, ਉਹਨਾਂ ਦੇ ਨਿਵੇਸ਼ ਉਦੇਸ਼ ਅਤੇ ਜੋਖਮ ਦੀ ਭੁੱਖ ਦੇ ਅਨੁਸਾਰ। IDFC ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਗਈਆਂ ਕੁਝ ਵਧੀਆ ਸਕੀਮਾਂ ਹੇਠਾਂ ਦਿੱਤੀਆਂ ਗਈਆਂ ਹਨ।

No Funds available.

ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ

ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਦੋ ਦਹਾਕਿਆਂ ਤੋਂ ਵੱਧ ਸਮੇਂ ਤੋਂ ਕੰਮ ਕਰ ਰਿਹਾ ਹੈ। ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਪ੍ਰਸਿੱਧ ਫੰਡ ਘਰਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈ। ਫੰਡ ਹਾਉਸ ਆਪਣੀ ਨਿਰੰਤਰ ਕਾਰਗੁਜ਼ਾਰੀ ਨਾਲ ਉੱਚ ਪੱਧਰੀ ਸੇਵਾ ਨਾਲ ਲੱਖਾਂ ਗਾਹਕਾਂ ਦਾ ਵਿਸ਼ਵਾਸ ਜਿੱਤਣ ਦੇ ਯੋਗ ਹੋਇਆ ਹੈ। ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਵੱਖ-ਵੱਖ ਸ਼੍ਰੇਣੀਆਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ ਜਿਵੇਂ ਕਿ ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਹਾਈਬ੍ਰਿਡ, ਤਰਲ ਅਤੇ ELSS, ਨਿਵੇਸ਼ਕ ਆਪਣੀਆਂ ਨਿਵੇਸ਼ ਲੋੜਾਂ ਅਤੇ ਉਦੇਸ਼ਾਂ ਅਨੁਸਾਰ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Tata India Tax Savings Fund Growth	₹45.6588 ↑ 0.30	₹4,091	500	3.4	0.4	8.7	17.1	15.2	4.9
Tata Equity PE Fund Growth	₹352.721 ↑ 2.06	₹7,909	150	0.9	-1.4	5.8	19	17.2	3.7
Tata Retirement Savings Fund - Progressive Growth	₹64.8062 ↑ 0.64	₹1,824	150	3.5	-2.5	5.5	16.4	12.4	-1.2
Tata Retirement Savings Fund-Moderate Growth	₹64.3056 ↑ 0.56	₹1,888	150	3	-2.1	5.4	15.1	11.9	1
Tata Liquid Fund Growth	₹4,317.77 ↑ 0.49	₹22,316	500	1.7	3.2	6.3	6.9	6	6.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Tata Equity PE Fund	Tata Retirement Savings Fund - Progressive	Tata Retirement Savings Fund-Moderate	Tata Liquid Fund
Point 1	Lower mid AUM (₹4,091 Cr).	Upper mid AUM (₹7,909 Cr).	Bottom quartile AUM (₹1,824 Cr).	Bottom quartile AUM (₹1,888 Cr).	Highest AUM (₹22,316 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Low.
Point 5	5Y return: 15.17% (upper mid).	5Y return: 17.23% (top quartile).	5Y return: 12.39% (lower mid).	5Y return: 11.87% (bottom quartile).	1Y return: 6.25% (upper mid).
Point 6	3Y return: 17.10% (upper mid).	3Y return: 19.04% (top quartile).	3Y return: 16.44% (lower mid).	3Y return: 15.13% (bottom quartile).	1M return: 0.75% (bottom quartile).
Point 7	1Y return: 8.66% (top quartile).	1Y return: 5.79% (lower mid).	1Y return: 5.55% (bottom quartile).	1Y return: 5.40% (bottom quartile).	Sharpe: 2.94 (top quartile).
Point 8	Alpha: 1.67 (top quartile).	Alpha: 0.79 (upper mid).	1M return: 10.40% (top quartile).	1M return: 8.96% (upper mid).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: -0.37 (upper mid).	Sharpe: -0.42 (lower mid).	Alpha: -2.51 (bottom quartile).	Alpha: 0.00 (lower mid).	Yield to maturity (debt): 6.21% (top quartile).
Point 10	Information ratio: -0.09 (bottom quartile).	Information ratio: 0.75 (top quartile).	Sharpe: -0.64 (bottom quartile).	Sharpe: -0.65 (bottom quartile).	Modified duration: 0.10 yrs (bottom quartile).

Tata India Tax Savings Fund

Lower mid AUM (₹4,091 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.17% (upper mid).
3Y return: 17.10% (upper mid).
1Y return: 8.66% (top quartile).
Alpha: 1.67 (top quartile).
Sharpe: -0.37 (upper mid).
Information ratio: -0.09 (bottom quartile).

Tata Equity PE Fund

Upper mid AUM (₹7,909 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.23% (top quartile).
3Y return: 19.04% (top quartile).
1Y return: 5.79% (lower mid).
Alpha: 0.79 (upper mid).
Sharpe: -0.42 (lower mid).
Information ratio: 0.75 (top quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹1,824 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.39% (lower mid).
3Y return: 16.44% (lower mid).
1Y return: 5.55% (bottom quartile).
1M return: 10.40% (top quartile).
Alpha: -2.51 (bottom quartile).
Sharpe: -0.64 (bottom quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹1,888 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.87% (bottom quartile).
3Y return: 15.13% (bottom quartile).
1Y return: 5.40% (bottom quartile).
1M return: 8.96% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.65 (bottom quartile).

Tata Liquid Fund

Highest AUM (₹22,316 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 6.25% (upper mid).
1M return: 0.75% (bottom quartile).
Sharpe: 2.94 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.21% (top quartile).
Modified duration: 0.10 yrs (bottom quartile).

ਇਨਵੇਸਕੋ ਮਿਉਚੁਅਲ ਫੰਡ

ਇਨਵੇਸਕੋ ਮਿਉਚੁਅਲ ਫੰਡ ਦੀ ਸਥਾਪਨਾ ਸਾਲ 2006 ਵਿੱਚ ਕੀਤੀ ਗਈ ਸੀ, ਅਤੇ ਉਦੋਂ ਤੋਂ ਇਹ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਲਾਭਦਾਇਕ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰ ਰਿਹਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਫੰਡ ਹਾਊਸ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਗਈਆਂ ਵੱਖ-ਵੱਖ ਯੋਜਨਾਵਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਆਪਣੇ ਵੱਖ-ਵੱਖ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹਨ। ਇਨਵੇਸਕੋ ਮਿਉਚੁਅਲ ਫੰਡ ਦਾ ਉਦੇਸ਼ ਵਿੱਚ ਇੱਕ ਸ਼ਾਨਦਾਰ ਵਾਧਾ ਪ੍ਰਦਾਨ ਕਰਨਾ ਹੈਪੂੰਜੀ ਨਿਵੇਸ਼ਕਾਂ ਦੁਆਰਾ ਨਿਵੇਸ਼ ਕੀਤਾ ਗਿਆ ਹੈ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Invesco India Growth Opportunities Fund Growth	₹100.14 ↑ 1.04	₹8,436	100	5.6	-4.1	9.5	25	18.9	4.7
Invesco India Financial Services Fund Growth	₹146.39 ↑ 2.10	₹1,480	100	2.6	3.4	11.4	21.9	18.1	15.1
Invesco India Liquid Fund Growth	₹3,768.05 ↑ 0.40	₹11,723	500	1.7	3.2	6.3	6.9	6	6.5
Invesco India Contra Fund Growth	₹130.32 ↑ 0.85	₹17,664	500	-1	-5.8	1.5	19.3	16.4	3.1
Invesco India PSU Equity Fund Growth	₹68.85 ↓ -0.06	₹1,335	500	6	5.7	14.6	30.7	27.1	10.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Growth Opportunities Fund	Invesco India Financial Services Fund	Invesco India Liquid Fund	Invesco India Contra Fund	Invesco India PSU Equity Fund
Point 1	Lower mid AUM (₹8,436 Cr).	Bottom quartile AUM (₹1,480 Cr).	Upper mid AUM (₹11,723 Cr).	Highest AUM (₹17,664 Cr).	Bottom quartile AUM (₹1,335 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (19 yrs).	Established history (19+ yrs).	Established history (16+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Low.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 18.87% (upper mid).	5Y return: 18.06% (lower mid).	1Y return: 6.26% (bottom quartile).	5Y return: 16.43% (bottom quartile).	5Y return: 27.08% (top quartile).
Point 6	3Y return: 25.03% (upper mid).	3Y return: 21.86% (lower mid).	1M return: 0.76% (bottom quartile).	3Y return: 19.31% (bottom quartile).	3Y return: 30.74% (top quartile).
Point 7	1Y return: 9.51% (lower mid).	1Y return: 11.38% (upper mid).	Sharpe: 3.15 (top quartile).	1Y return: 1.46% (bottom quartile).	1Y return: 14.64% (top quartile).
Point 8	Alpha: 1.41 (upper mid).	Alpha: 7.38 (top quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: -2.97 (bottom quartile).	Alpha: -6.00 (bottom quartile).
Point 9	Sharpe: -0.24 (bottom quartile).	Sharpe: -0.07 (lower mid).	Yield to maturity (debt): 7.46% (top quartile).	Sharpe: -0.70 (bottom quartile).	Sharpe: 0.01 (upper mid).
Point 10	Information ratio: 0.64 (upper mid).	Information ratio: 0.90 (top quartile).	Modified duration: 0.18 yrs (bottom quartile).	Information ratio: 0.62 (lower mid).	Information ratio: -0.79 (bottom quartile).

Invesco India Growth Opportunities Fund

Lower mid AUM (₹8,436 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.87% (upper mid).
3Y return: 25.03% (upper mid).
1Y return: 9.51% (lower mid).
Alpha: 1.41 (upper mid).
Sharpe: -0.24 (bottom quartile).
Information ratio: 0.64 (upper mid).

Invesco India Financial Services Fund

Bottom quartile AUM (₹1,480 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 18.06% (lower mid).
3Y return: 21.86% (lower mid).
1Y return: 11.38% (upper mid).
Alpha: 7.38 (top quartile).
Sharpe: -0.07 (lower mid).
Information ratio: 0.90 (top quartile).

Invesco India Liquid Fund

Upper mid AUM (₹11,723 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 6.26% (bottom quartile).
1M return: 0.76% (bottom quartile).
Sharpe: 3.15 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.46% (top quartile).
Modified duration: 0.18 yrs (bottom quartile).

Invesco India Contra Fund

Highest AUM (₹17,664 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.43% (bottom quartile).
3Y return: 19.31% (bottom quartile).
1Y return: 1.46% (bottom quartile).
Alpha: -2.97 (bottom quartile).
Sharpe: -0.70 (bottom quartile).
Information ratio: 0.62 (lower mid).

Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,335 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 27.08% (top quartile).
3Y return: 30.74% (top quartile).
1Y return: 14.64% (top quartile).
Alpha: -6.00 (bottom quartile).
Sharpe: 0.01 (upper mid).
Information ratio: -0.79 (bottom quartile).

ਪ੍ਰਿੰਸੀਪਲ ਮਿਉਚੁਅਲ ਫੰਡ

ਪ੍ਰਿੰਸੀਪਲ ਮਿਉਚੁਅਲ ਫੰਡ ਰਿਟੇਲ ਅਤੇ ਸੰਸਥਾਗਤ ਨਿਵੇਸ਼ਕਾਂ ਦੋਵਾਂ ਲਈ ਵਿਭਿੰਨ ਕਿਸਮ ਦੇ ਨਵੀਨਤਾਕਾਰੀ ਵਿੱਤੀ ਹੱਲ ਪੇਸ਼ ਕਰਦਾ ਹੈ। ਫੰਡ ਹਾਊਸ ਦਾ ਲਗਾਤਾਰ ਉਦੇਸ਼ ਗਾਹਕ ਦੀਆਂ ਵਿਭਿੰਨ ਜ਼ਰੂਰਤਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਨਵੀਨਤਾਕਾਰੀ ਯੋਜਨਾਵਾਂ ਲਿਆਉਣਾ ਹੈ। ਪ੍ਰਿੰਸੀਪਲ ਮਿਉਚੁਅਲ ਫੰਡ ਆਪਣੇ ਨਿਵੇਸ਼ ਫੈਸਲਿਆਂ ਦਾ ਸਮਰਥਨ ਕਰਨ ਲਈ ਇੱਕ ਸਖਤ ਜੋਖਮ-ਪ੍ਰਬੰਧਨ ਨੀਤੀ ਅਤੇ ਢੁਕਵੀਆਂ ਖੋਜ ਤਕਨੀਕਾਂ ਦੀ ਵਰਤੋਂ ਕਰਦਾ ਹੈ।

No Funds available.

ਸੁੰਦਰਮ ਮਿਉਚੁਅਲ ਫੰਡ

ਸੁੰਦਰਮ ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਵਿੱਚ ਮਸ਼ਹੂਰ ਏਐਮਸੀ ਵਿੱਚੋਂ ਇੱਕ ਹੈ। AMC ਦੁਆਰਾ ਨਿਵੇਸ਼ਕਾਂ ਦੇ ਲੋੜੀਂਦੇ ਟੀਚਿਆਂ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈਭੇਟਾ ਉਹ ਵੱਖ-ਵੱਖ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ। ਨਿਵੇਸ਼ਕ ਇਕੁਇਟੀ, ਕਰਜ਼ੇ, ਹਾਈਬ੍ਰਿਡ, ਈਐਲਐਸਐਸ, ਤਰਲ ਫੰਡ, ਆਦਿ ਵਰਗੀਆਂ ਯੋਜਨਾਵਾਂ ਵਿੱਚੋਂ ਇੱਕ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹਨ। ਸੁੰਦਰਮ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਗਈਆਂ ਕੁਝ ਵਧੀਆ ਕਾਰਗੁਜ਼ਾਰੀ ਵਾਲੀਆਂ ਸਕੀਮਾਂ ਹੇਠਾਂ ਦਿੱਤੀਆਂ ਗਈਆਂ ਹਨ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Sundaram Rural and Consumption Fund Growth	₹90.4479 ↑ 1.25	₹1,294	100	-1.4	-11.3	-3.8	14.3	13.6	-0.1
Sundaram Mid Cap Fund Growth	₹1,430.63 ↑ 9.14	₹11,898	100	5.1	0.4	12.6	25.2	20.7	4.1
Sundaram Diversified Equity Fund Growth	₹217.303 ↑ 1.90	₹1,212	250	-0.9	-3	2.9	13.1	13.1	7.1
Sundaram Corporate Bond Fund Growth	₹41.6898 ↑ 0.00	₹599	250	1.2	1.6	4.7	6.9	5.9	7.5
Sundaram Large and Mid Cap Fund Growth	₹85.8887 ↑ 0.58	₹6,031	100	1.9	-2.3	6.5	17.1	15.2	3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Rural and Consumption Fund	Sundaram Mid Cap Fund	Sundaram Diversified Equity Fund	Sundaram Corporate Bond Fund	Sundaram Large and Mid Cap Fund
Point 1	Lower mid AUM (₹1,294 Cr).	Highest AUM (₹11,898 Cr).	Bottom quartile AUM (₹1,212 Cr).	Bottom quartile AUM (₹599 Cr).	Upper mid AUM (₹6,031 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 13.56% (lower mid).	5Y return: 20.75% (top quartile).	5Y return: 13.07% (bottom quartile).	1Y return: 4.74% (lower mid).	5Y return: 15.21% (upper mid).
Point 6	3Y return: 14.32% (lower mid).	3Y return: 25.22% (top quartile).	3Y return: 13.09% (bottom quartile).	1M return: 0.55% (bottom quartile).	3Y return: 17.11% (upper mid).
Point 7	1Y return: -3.78% (bottom quartile).	1Y return: 12.65% (top quartile).	1Y return: 2.90% (bottom quartile).	Sharpe: -0.22 (upper mid).	1Y return: 6.45% (upper mid).
Point 8	Alpha: -6.23 (bottom quartile).	Alpha: 0.04 (top quartile).	Alpha: -2.05 (lower mid).	Information ratio: 0.00 (upper mid).	Alpha: -2.19 (bottom quartile).
Point 9	Sharpe: -0.85 (bottom quartile).	Sharpe: -0.12 (top quartile).	Sharpe: -0.61 (bottom quartile).	Yield to maturity (debt): 7.52% (top quartile).	Sharpe: -0.47 (lower mid).
Point 10	Information ratio: -0.59 (lower mid).	Information ratio: 0.22 (top quartile).	Information ratio: -1.14 (bottom quartile).	Modified duration: 2.16 yrs (bottom quartile).	Information ratio: -0.72 (bottom quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,294 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.56% (lower mid).
3Y return: 14.32% (lower mid).
1Y return: -3.78% (bottom quartile).
Alpha: -6.23 (bottom quartile).
Sharpe: -0.85 (bottom quartile).
Information ratio: -0.59 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹11,898 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.75% (top quartile).
3Y return: 25.22% (top quartile).
1Y return: 12.65% (top quartile).
Alpha: 0.04 (top quartile).
Sharpe: -0.12 (top quartile).
Information ratio: 0.22 (top quartile).

Sundaram Diversified Equity Fund

Bottom quartile AUM (₹1,212 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.07% (bottom quartile).
3Y return: 13.09% (bottom quartile).
1Y return: 2.90% (bottom quartile).
Alpha: -2.05 (lower mid).
Sharpe: -0.61 (bottom quartile).
Information ratio: -1.14 (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹599 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 4.74% (lower mid).
1M return: 0.55% (bottom quartile).
Sharpe: -0.22 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.52% (top quartile).
Modified duration: 2.16 yrs (bottom quartile).

Sundaram Large and Mid Cap Fund

Upper mid AUM (₹6,031 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.21% (upper mid).
3Y return: 17.11% (upper mid).
1Y return: 6.45% (upper mid).
Alpha: -2.19 (bottom quartile).
Sharpe: -0.47 (lower mid).
Information ratio: -0.72 (bottom quartile).

L&T ਮਿਉਚੁਅਲ ਫੰਡ

L&T ਮਿਉਚੁਅਲ ਫੰਡ ਨਿਵੇਸ਼ ਅਤੇ ਜੋਖਮ ਪ੍ਰਬੰਧਨ ਲਈ ਅਨੁਸ਼ਾਸਿਤ ਪਹੁੰਚ ਦਾ ਪਾਲਣ ਕਰਦਾ ਹੈ। ਕੰਪਨੀ ਉੱਚ ਲੰਬੇ ਸਮੇਂ ਦੇ ਜੋਖਮ-ਵਿਵਸਥਿਤ ਪ੍ਰਦਰਸ਼ਨ ਨੂੰ ਪ੍ਰਦਾਨ ਕਰਨ 'ਤੇ ਜ਼ੋਰ ਦਿੰਦੀ ਹੈ। ਏਐਮਸੀ ਨੂੰ ਸਾਲ 1997 ਵਿੱਚ ਲਾਂਚ ਕੀਤਾ ਗਿਆ ਸੀ ਅਤੇ ਜਦੋਂ ਤੋਂ ਇਸਨੇ ਆਪਣੇ ਨਿਵੇਸ਼ਕਾਂ ਵਿੱਚ ਇੱਕ ਬਹੁਤ ਜ਼ਿਆਦਾ ਵਿਸ਼ਵਾਸ ਪ੍ਰਾਪਤ ਕੀਤਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਇਕੁਇਟੀ, ਕਰਜ਼ੇ, ਹਾਈਬ੍ਰਿਡ ਫੰਡ, ਆਦਿ ਵਰਗੇ ਕਈ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ ਸਕੀਮਾਂ ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨ। ਕੁਝ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੀਆਂ ਸਕੀਮਾਂ ਹਨ:

No Funds available.

UTI ਮਿਉਚੁਅਲ ਫੰਡ

UTI ਮਿਉਚੁਅਲ ਫੰਡ ਦਾ ਉਦੇਸ਼ ਨਿਵੇਸ਼ਕਾਂ ਦੇ ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਨਾ ਹੈ। ਇਹ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਉਨ੍ਹਾਂ ਦੇ ਭਵਿੱਖ ਲਈ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਬਣਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ। ਫੰਡ ਹਾਊਸ ਵੱਖ-ਵੱਖ ਕਿਸਮਾਂ ਦੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ ਜਿਵੇਂ ਕਿ ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਹਾਈਬ੍ਰਿਡ, ਆਦਿ, ਨਿਵੇਸ਼ਕ ਆਪਣੀਆਂ ਲੋੜਾਂ ਅਨੁਸਾਰ ਯੋਜਨਾਵਾਂ ਦੀ ਚੋਣ ਅਤੇ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ।

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
UTI Banking & PSU Debt Fund Growth	₹22.9695	₹1,116	500	1.7	2.5	6.1	7.1	7.3	7.8
UTI Money Market Fund Growth	₹3,246.03 ↑ 0.36	₹18,344	500	1.7	3.1	6.6	7.4	6.4	7.5
UTI Treasury Advantage Fund Growth	₹3,727.98 ↑ 0.31	₹2,246	500	1.7	2.8	6.4	7.3	7.3	7.5
UTI Ultra Short Term Fund Growth	₹4,438.96 ↑ 0.05	₹3,130	500	1.6	2.8	6	6.7	6.3	6.6
UTI Short Term Income Fund Growth	₹32.9922 ↑ 0.00	₹2,359	500	1.4	1.9	5.1	7	7	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	UTI Banking & PSU Debt Fund	UTI Money Market Fund	UTI Treasury Advantage Fund	UTI Ultra Short Term Fund	UTI Short Term Income Fund
Point 1	Bottom quartile AUM (₹1,116 Cr).	Highest AUM (₹18,344 Cr).	Bottom quartile AUM (₹2,246 Cr).	Upper mid AUM (₹3,130 Cr).	Lower mid AUM (₹2,359 Cr).
Point 2	Established history (12+ yrs).	Established history (16+ yrs).	Established history (19+ yrs).	Oldest track record among peers (22 yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.
Point 5	1Y return: 6.05% (lower mid).	1Y return: 6.55% (top quartile).	1Y return: 6.43% (upper mid).	1Y return: 6.00% (bottom quartile).	1Y return: 5.11% (bottom quartile).
Point 6	1M return: 0.72% (upper mid).	1M return: 0.78% (top quartile).	1M return: 0.66% (bottom quartile).	1M return: 0.69% (lower mid).	1M return: 0.47% (bottom quartile).
Point 7	Sharpe: 0.62 (bottom quartile).	Sharpe: 1.68 (top quartile).	Sharpe: 1.25 (upper mid).	Sharpe: 0.70 (lower mid).	Sharpe: -0.13 (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): 6.87% (upper mid).	Yield to maturity (debt): 6.03% (bottom quartile).	Yield to maturity (debt): 6.85% (lower mid).	Yield to maturity (debt): 6.76% (bottom quartile).	Yield to maturity (debt): 7.19% (top quartile).
Point 10	Modified duration: 1.05 yrs (bottom quartile).	Modified duration: 0.58 yrs (upper mid).	Modified duration: 0.77 yrs (lower mid).	Modified duration: 0.40 yrs (top quartile).	Modified duration: 2.46 yrs (bottom quartile).

UTI Banking & PSU Debt Fund

Bottom quartile AUM (₹1,116 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 6.05% (lower mid).
1M return: 0.72% (upper mid).
Sharpe: 0.62 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.87% (upper mid).
Modified duration: 1.05 yrs (bottom quartile).

UTI Money Market Fund

Highest AUM (₹18,344 Cr).
Established history (16+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.55% (top quartile).
1M return: 0.78% (top quartile).
Sharpe: 1.68 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.03% (bottom quartile).
Modified duration: 0.58 yrs (upper mid).

UTI Treasury Advantage Fund

Bottom quartile AUM (₹2,246 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.43% (upper mid).
1M return: 0.66% (bottom quartile).
Sharpe: 1.25 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.85% (lower mid).
Modified duration: 0.77 yrs (lower mid).

UTI Ultra Short Term Fund

Upper mid AUM (₹3,130 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.00% (bottom quartile).
1M return: 0.69% (lower mid).
Sharpe: 0.70 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.76% (bottom quartile).
Modified duration: 0.40 yrs (top quartile).

UTI Short Term Income Fund

Lower mid AUM (₹2,359 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 5.11% (bottom quartile).
1M return: 0.47% (bottom quartile).
Sharpe: -0.13 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.19% (top quartile).
Modified duration: 2.46 yrs (bottom quartile).

Disclaimer:
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।