+91-22-489139095 சிறந்த செயல்திறன் கொண்ட மொத்த தொகை முதலீடுகள் 2022 - 2023
இந்தியாவில் மியூச்சுவல் ஃபண்ட் திட்டங்கள் பல ஆண்டுகளாக வளர்ந்து வருகின்றன. இதன் விளைவாக, திசிறந்த செயல்திறன் மியூச்சுவல் ஃபண்டுகள் இல்சந்தை மாறிக்கொண்டே இருங்கள். கிரிசில், மார்னிங் ஸ்டார், ஐசிஆர்ஏ போன்ற மியூச்சுவல் ஃபண்ட் திட்டத்தை தீர்மானிக்க பல்வேறு மதிப்பீட்டு அமைப்புகள் உள்ளன.
இந்த அமைப்புகள் பரஸ்பர நிதியை வருமானம் போன்ற தரமான மற்றும் அளவு காரணிகளின் அடிப்படையில் மதிப்பிடுகின்றன.நிலையான விலகல், நிதி வயது, முதலியன இந்த அனைத்து காரணிகளின் கூட்டுத்தொகை சிறந்த செயல்திறன் மதிப்பீட்டிற்கு வழிவகுக்கிறதுபரஸ்பர நிதி இந்தியாவில்.
மொத்த மியூச்சுவல் ஃபண்ட் முதலீடுகளுக்கான உதவிக்குறிப்புகள்
சிறப்பாக செயல்படும் மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்வதற்கான சரியான வழி, அதன் தரம் மற்றும் அளவு ஆகிய இரண்டையும் பார்ப்பதுதான்:
திட்டத்தின் சொத்து அளவு
முதலீட்டாளர்கள் எப்பொழுதும் மிகப் பெரிய அல்லது சிறிய அளவில் இல்லாத ஒரு ஃபண்டிற்குச் செல்ல வேண்டும். நிதியின் அளவிற்கு இடையே சரியான வரையறை மற்றும் தொடர்பு இல்லை என்றாலும், மிகவும் சிறியது மற்றும் மிகப் பெரியது இரண்டும் நிதியின் செயல்திறனைத் தடுக்கலாம் என்று கூறப்படுகிறது. எந்தவொரு திட்டத்திலும் குறைவான சொத்து மேலாண்மை (AUM) மிகவும் ஆபத்தானது, ஏனெனில் முதலீட்டாளர்கள் யார் மற்றும் ஒரு குறிப்பிட்ட திட்டத்தில் அவர்கள் எவ்வளவு முதலீடுகளை வைத்திருக்கிறார்கள் என்பது உங்களுக்குத் தெரியாது. எனவே, ஒரு ஃபண்டைத் தேர்ந்தெடுக்கும் போது, AUM தோராயமாக எந்த வகையைச் சேர்ந்ததோ, அந்த வகைக்குச் செல்வது நல்லது.
நிதி வயது
சிறப்பாக செயல்படும் மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்ய, முதலீட்டாளர்கள் குறிப்பிட்ட காலத்திற்கு ஃபண்டின் செயல்பாடுகளை நியாயமான மதிப்பீட்டைச் செய்ய வேண்டும். மேலும், 4-5 ஆண்டுகளில் தொடர்ந்து வருமானத்தை ஈட்டும் திட்டத்திற்கு செல்ல பரிந்துரைக்கப்படுகிறது.
ஆன்லைனில் சிறந்த மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்வது எப்படி?
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சிறந்த லம்ப்சம் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள் 2022 - 2023
முதல் தரவரிசை நிதிகள் கீழே உள்ளனபங்கு பெரிய, நடுத்தர, சிறிய, பல தொப்பி நிதிகள் போன்ற வகை,ELSS மற்றும் துறைசார் நிதிகள்.
டாப் 5 லம்ப் சம் லார்ஜ் கேப் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹70.73
↑ 0.08 ₹1,749 5,000 10.3 -0.9 0.9 14.6 12.6 5.5 Nippon India Large Cap Fund Growth ₹90.0282
↑ 0.13 ₹51,660 5,000 5.6 -4.3 -0.9 14.6 15.1 9.2 ICICI Prudential Bluechip Fund Growth ₹108.44
↑ 0.25 ₹76,297 5,000 4.3 -6.1 -1.7 14.2 13.2 11.3 DSP TOP 100 Equity Growth ₹459.24
↑ 0.74 ₹7,175 1,000 4.7 -5.6 -3.6 13.8 10.7 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 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Invesco India Largecap Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund DSP TOP 100 Equity Point 1 Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,749 Cr). Upper mid AUM (₹51,660 Cr). Highest AUM (₹76,297 Cr). Lower mid AUM (₹7,175 Cr). Point 2 Established history (14+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (bottom quartile). 5Y return: 12.62% (lower mid). 5Y return: 15.11% (top quartile). 5Y return: 13.21% (upper mid). 5Y return: 10.71% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 14.64% (upper mid). 3Y return: 14.56% (lower mid). 3Y return: 14.22% (bottom quartile). 3Y return: 13.75% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 0.91% (upper mid). 1Y return: -0.86% (lower mid). 1Y return: -1.74% (bottom quartile). 1Y return: -3.65% (bottom quartile). Point 8 Alpha: 2.11 (top quartile). Alpha: 1.94 (upper mid). Alpha: 0.46 (lower mid). Alpha: -1.97 (bottom quartile). Alpha: -4.25 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.24 (upper mid). Sharpe: -0.35 (lower mid). Sharpe: -0.48 (bottom quartile). Sharpe: -0.67 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.75 (lower mid). Information ratio: 1.03 (top quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.56 (bottom quartile). IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
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முதல் 5 மொத்த தொகை மிட் கேப் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹93.8763
↓ -0.07 ₹36,458 5,000 10.3 -6 -8.9 17.8 21.6 -12.1 Invesco India Mid Cap Fund Growth ₹193.61
↓ -0.57 ₹12,397 5,000 17.5 5.2 8.1 25.4 20.4 6.3 Edelweiss Mid Cap Fund Growth ₹106.555
↓ -0.47 ₹16,849 5,000 10.9 2.1 4.3 22.8 19 3.8 Sundaram Mid Cap Fund Growth ₹1,465.95
↓ -4.82 ₹13,687 5,000 10.7 2 6.4 22.2 18.5 4.1 ICICI Prudential MidCap Fund Growth ₹338.49
↓ -3.22 ₹7,789 5,000 12.5 7.8 12.5 24.6 18.3 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund Point 1 Highest AUM (₹36,458 Cr). Bottom quartile AUM (₹12,397 Cr). Upper mid AUM (₹16,849 Cr). Lower mid AUM (₹13,687 Cr). Bottom quartile AUM (₹7,789 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (21+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.62% (top quartile). 5Y return: 20.39% (upper mid). 5Y return: 19.02% (lower mid). 5Y return: 18.45% (bottom quartile). 5Y return: 18.32% (bottom quartile). Point 6 3Y return: 17.77% (bottom quartile). 3Y return: 25.42% (top quartile). 3Y return: 22.85% (lower mid). 3Y return: 22.18% (bottom quartile). 3Y return: 24.58% (upper mid). Point 7 1Y return: -8.94% (bottom quartile). 1Y return: 8.11% (upper mid). 1Y return: 4.34% (bottom quartile). 1Y return: 6.43% (lower mid). 1Y return: 12.46% (top quartile). Point 8 Alpha: -14.76 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.35 (upper mid). Alpha: -0.11 (bottom quartile). Alpha: 9.08 (top quartile). Point 9 Sharpe: -0.55 (bottom quartile). Sharpe: 0.21 (upper mid). Sharpe: 0.19 (lower mid). Sharpe: 0.17 (bottom quartile). Sharpe: 0.61 (top quartile). Point 10 Information ratio: -0.36 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.30 (upper mid). Information ratio: 0.23 (lower mid). Information ratio: 0.84 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
முதல் 5 மொத்த தொகை ஸ்மால் கேப் மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Small Cap Fund Growth ₹33.3254
↓ -0.16 ₹695 5,000 23.4 13.5 10.1 18.2 18.4 -13.4 DSP Small Cap Fund Growth ₹216.449
↓ -0.38 ₹18,358 1,000 18.4 9.9 8.9 19.2 18.4 -2.8 Franklin India Smaller Companies Fund Growth ₹176.377
↓ -1.71 ₹13,847 5,000 16.7 6.8 1.4 17 18.2 -8.4 Sundaram Small Cap Fund Growth ₹284.971
↓ -1.54 ₹3,681 5,000 21.3 10 10.4 19.1 17.6 0.4 HDFC Small Cap Fund Growth ₹137.936
↓ -0.71 ₹38,809 5,000 11.4 -0.8 -0.6 14.6 16.5 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Small Cap Fund DSP Small Cap Fund Franklin India Smaller Companies Fund Sundaram Small Cap Fund HDFC Small Cap Fund Point 1 Bottom quartile AUM (₹695 Cr). Upper mid AUM (₹18,358 Cr). Lower mid AUM (₹13,847 Cr). Bottom quartile AUM (₹3,681 Cr). Highest AUM (₹38,809 Cr). Point 2 Established history (9+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (18+ yrs). Point 3 Not Rated. Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.40% (top quartile). 5Y return: 18.39% (upper mid). 5Y return: 18.19% (lower mid). 5Y return: 17.58% (bottom quartile). 5Y return: 16.51% (bottom quartile). Point 6 3Y return: 18.22% (lower mid). 3Y return: 19.19% (top quartile). 3Y return: 17.04% (bottom quartile). 3Y return: 19.15% (upper mid). 3Y return: 14.55% (bottom quartile). Point 7 1Y return: 10.15% (upper mid). 1Y return: 8.88% (lower mid). 1Y return: 1.45% (bottom quartile). 1Y return: 10.37% (top quartile). 1Y return: -0.64% (bottom quartile). Point 8 Alpha: 5.40 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.10 (bottom quartile). Alpha: 7.77 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.17 (upper mid). Sharpe: 0.13 (lower mid). Sharpe: -0.15 (bottom quartile). Sharpe: 0.26 (top quartile). Sharpe: -0.31 (bottom quartile). Point 10 Information ratio: -0.35 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.62 (bottom quartile). Information ratio: -0.16 (lower mid). Information ratio: 0.00 (upper mid). IDBI Small Cap Fund
DSP Small Cap Fund
Franklin India Smaller Companies Fund
Sundaram Small Cap Fund
HDFC Small Cap Fund
டாப் 5 லம்ப் சம் டைவர்சிஃபைட்/மல்டி கேப் ஈக்விட்டி மியூச்சுவல் ஃபண்ட்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 5,000 10.2 13.2 13.5 22.7 12 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹36.82
↓ -0.05 ₹1,198 1,000 14.5 10.7 16.2 21.2 13.9 3.5 ICICI Prudential Multicap Fund Growth ₹849.68
↓ -4.36 ₹17,676 5,000 13.9 5.9 6.8 18.9 16.3 5.7 Mahindra Badhat Yojana Growth ₹37.7149
↓ -0.08 ₹6,643 1,000 12.5 4.7 6.2 18.8 16 3.4 Motilal Oswal Multicap 35 Fund Growth ₹57.9893
↑ 0.18 ₹12,937 5,000 8.7 -4.9 -7 18 11.5 -5.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Diversified Equity Fund Aditya Birla Sun Life Manufacturing Equity Fund ICICI Prudential Multicap Fund Mahindra Badhat Yojana Motilal Oswal Multicap 35 Fund Point 1 Bottom quartile AUM (₹382 Cr). Bottom quartile AUM (₹1,198 Cr). Highest AUM (₹17,676 Cr). Lower mid AUM (₹6,643 Cr). Upper mid AUM (₹12,937 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Established history (12+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 3★ (upper mid). Not Rated. 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: 12.03% (bottom quartile). 5Y return: 13.92% (lower mid). 5Y return: 16.25% (top quartile). 5Y return: 16.00% (upper mid). 5Y return: 11.52% (bottom quartile). Point 6 3Y return: 22.73% (top quartile). 3Y return: 21.18% (upper mid). 3Y return: 18.92% (lower mid). 3Y return: 18.82% (bottom quartile). 3Y return: 18.04% (bottom quartile). Point 7 1Y return: 13.54% (upper mid). 1Y return: 16.19% (top quartile). 1Y return: 6.83% (lower mid). 1Y return: 6.25% (bottom quartile). 1Y return: -7.05% (bottom quartile). Point 8 Alpha: -1.07 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 5.38 (top quartile). Alpha: 4.99 (upper mid). Alpha: -5.87 (bottom quartile). Point 9 Sharpe: 1.01 (top quartile). Sharpe: 0.59 (upper mid). Sharpe: 0.15 (lower mid). Sharpe: 0.15 (bottom quartile). Sharpe: -0.52 (bottom quartile). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.79 (top quartile). Information ratio: 0.65 (upper mid). Information ratio: 0.47 (lower mid). IDBI Diversified Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
ICICI Prudential Multicap Fund
Mahindra Badhat Yojana
Motilal Oswal Multicap 35 Fund
முதல் 5 மொத்த தொகை (ELSS) ஈக்விட்டி இணைக்கப்பட்ட சேமிப்பு திட்டம்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹55.015
↓ -0.39 ₹4,663 500 15.3 8 5.9 22.5 17.6 -9.1 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 500 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 SBI Magnum Tax Gain Fund Growth ₹436.679
↓ -0.63 ₹30,955 500 6.9 -3.3 -0.6 18.7 16.6 6.6 DSP Tax Saver Fund Growth ₹139.296
↓ 0.00 ₹16,156 500 6.8 -3.8 -0.6 16.9 13.5 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund SBI Magnum Tax Gain Fund DSP Tax Saver Fund Point 1 Lower mid AUM (₹4,663 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹1,318 Cr). Highest AUM (₹30,955 Cr). Upper mid AUM (₹16,156 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Oldest track record among peers (25 yrs). Established history (19+ yrs). Established history (19+ yrs). Point 3 Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.60% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (upper mid). 5Y return: 16.61% (lower mid). 5Y return: 13.48% (bottom quartile). Point 6 3Y return: 22.47% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (lower mid). 3Y return: 18.72% (bottom quartile). 3Y return: 16.91% (bottom quartile). Point 7 1Y return: 5.88% (lower mid). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: -0.56% (bottom quartile). 1Y return: -0.62% (bottom quartile). Point 8 Alpha: 3.21 (top quartile). Alpha: 1.78 (upper mid). Alpha: 1.75 (lower mid). Alpha: -2.25 (bottom quartile). Alpha: -3.11 (bottom quartile). Point 9 Sharpe: -0.02 (lower mid). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: -0.38 (bottom quartile). Point 10 Information ratio: 0.73 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 1.38 (top quartile). Information ratio: 0.60 (lower mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
SBI Magnum Tax Gain Fund
DSP Tax Saver Fund
முதல் 5 மொத்த தொகை செக்டார் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹34.6678
↓ -0.34 ₹6,594 5,000 2.9 4 8.8 28.5 23 11.3 LIC MF Infrastructure Fund Growth ₹55.1523
↓ -0.05 ₹1,099 5,000 16.6 12.2 9.6 27.7 23.9 -3.7 UTI Healthcare Fund Growth ₹320.767
↓ -1.29 ₹1,217 5,000 15.6 12.4 13.7 26.1 14.8 -3.1 DSP India T.I.G.E.R Fund Growth ₹361.102
↓ -2.57 ₹6,019 1,000 17.1 14.9 15.1 25.7 23.5 -2.5 Invesco India PSU Equity Fund Growth ₹65.37
↓ -0.77 ₹1,473 5,000 4.2 0.3 2.4 24.6 21.5 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund LIC MF Infrastructure Fund UTI Healthcare Fund DSP India T.I.G.E.R Fund Invesco India PSU Equity Fund Point 1 Highest AUM (₹6,594 Cr). Bottom quartile AUM (₹1,099 Cr). Bottom quartile AUM (₹1,217 Cr). Upper mid AUM (₹6,019 Cr). Lower mid AUM (₹1,473 Cr). Point 2 Established history (15+ yrs). Established history (18+ yrs). Oldest track record among peers (27 yrs). Established history (22+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 22.96% (lower mid). 5Y return: 23.91% (top quartile). 5Y return: 14.76% (bottom quartile). 5Y return: 23.51% (upper mid). 5Y return: 21.51% (bottom quartile). Point 6 3Y return: 28.49% (top quartile). 3Y return: 27.71% (upper mid). 3Y return: 26.10% (lower mid). 3Y return: 25.72% (bottom quartile). 3Y return: 24.64% (bottom quartile). Point 7 1Y return: 8.82% (bottom quartile). 1Y return: 9.65% (lower mid). 1Y return: 13.67% (upper mid). 1Y return: 15.14% (top quartile). 1Y return: 2.43% (bottom quartile). Point 8 Alpha: 0.16 (lower mid). Alpha: 4.51 (top quartile). Alpha: 0.91 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: -6.88 (bottom quartile). Point 9 Sharpe: 0.26 (bottom quartile). Sharpe: 0.26 (lower mid). Sharpe: 0.42 (upper mid). Sharpe: 0.48 (top quartile). Sharpe: -0.08 (bottom quartile). Point 10 Information ratio: -0.02 (bottom quartile). Information ratio: 0.55 (top quartile). Information ratio: 0.08 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.57 (bottom quartile). SBI PSU Fund
LIC MF Infrastructure Fund
UTI Healthcare Fund
DSP India T.I.G.E.R Fund
Invesco India PSU Equity Fund
சிறந்த லம்ப்சம் கடன் நிதிகள் 2022 - 2023
லிக்விட், அல்ட்ரா ஷார்ட், ஷார்ட் டேர்ம், கில்ட், கிரெடிட் ரிஸ்க் மற்றும் கார்ப்பரேட் போன்ற கடன் வகைகளில் இருந்து முதலிடம் பிடித்த ஃபண்டுகள் கீழே உள்ளன.கடன் நிதி.
முதல் 5 மொத்த தொகை அல்ட்ரா குறுகிய கால கடன் பரஸ்பர நிதிகள்
அல்ட்ராகுறுகிய கால நிதி 6 முதல் 12 மாதங்கள் வரையிலான முதிர்வுகளைக் கொண்ட குறுகிய கால கடன் கருவிகளில் கார்பஸ் முதலீடு செய்வதால், குறைந்த ஆபத்து நிலையான வருமானத்துடன் 6-12 மாத காலத்திற்கு நல்ல முதலீடு.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹582.795
↑ 0.49 ₹19,611 1,000 1.8 3.1 6.3 7.3 7.4 7.98% 5M 16D 6M 25D ICICI Prudential Ultra Short Term Fund Growth ₹29.4213
↑ 0.02 ₹16,002 5,000 1.9 3.1 6.2 7 7.1 7.79% 5M 8D 6M 11D Nippon India Ultra Short Duration Fund Growth ₹4,274.37
↑ 3.33 ₹10,938 100 1.9 3.1 6.1 6.8 6.8 7.83% 5M 1D 7M 3D SBI Magnum Ultra Short Duration Fund Growth ₹6,339.94
↑ 4.61 ₹11,861 5,000 1.8 3.1 6.1 7 7 7.77% 5M 5D 8M 16D Invesco India Ultra Short Term Fund Growth ₹2,859.14
↑ 1.97 ₹1,197 5,000 1.9 3.1 6 6.9 6.8 7.53% 5M 3D 5M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund Nippon India Ultra Short Duration Fund SBI Magnum Ultra Short Duration Fund Invesco India Ultra Short Term Fund Point 1 Highest AUM (₹19,611 Cr). Upper mid AUM (₹16,002 Cr). Bottom quartile AUM (₹10,938 Cr). Lower mid AUM (₹11,861 Cr). Bottom quartile AUM (₹1,197 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Established history (24+ yrs). Oldest track record among peers (27 yrs). Established history (15+ yrs). Point 3 Top rated. 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. Point 5 1Y return: 6.27% (top quartile). 1Y return: 6.21% (upper mid). 1Y return: 6.13% (lower mid). 1Y return: 6.11% (bottom quartile). 1Y return: 6.01% (bottom quartile). Point 6 1M return: 0.94% (upper mid). 1M return: 0.93% (lower mid). 1M return: 0.89% (bottom quartile). 1M return: 0.94% (top quartile). 1M return: 0.89% (bottom quartile). Point 7 Sharpe: 0.52 (upper mid). Sharpe: 0.53 (top quartile). Sharpe: 0.34 (bottom quartile). Sharpe: 0.40 (lower mid). Sharpe: 0.21 (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): 7.98% (top quartile). Yield to maturity (debt): 7.79% (lower mid). Yield to maturity (debt): 7.83% (upper mid). Yield to maturity (debt): 7.77% (bottom quartile). Yield to maturity (debt): 7.53% (bottom quartile). Point 10 Modified duration: 0.46 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.42 yrs (top quartile). Modified duration: 0.43 yrs (lower mid). Modified duration: 0.42 yrs (upper mid). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
Nippon India Ultra Short Duration Fund
SBI Magnum Ultra Short Duration Fund
Invesco India Ultra Short Term Fund
முதல் 5 மொத்த தொகை குறுகிய கால கடன் மியூச்சுவல் ஃபண்டுகள்
குறுகிய கால நிதிகள் 1-2 வருட காலத்திற்கான நல்ல முதலீடு ஆகும், ஏனெனில் அவை 1 முதல் 3 ஆண்டுகள் வரையிலான முதிர்வுக் கடன் கருவிகளில் கார்பஸை முதலீடு செய்கின்றன.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 5,000 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D ICICI Prudential Short Term Fund Growth ₹63.8957
↑ 0.09 ₹21,229 5,000 2.3 2.9 5.9 7.4 8 8.14% 2Y 8M 19D 4Y 5M 23D Bandhan Bond Fund Short Term Plan Growth ₹60.5852
↑ 0.11 ₹8,327 5,000 2.5 3.3 5.7 7.3 7.5 7.73% 2Y 2M 16D 2Y 11M 26D Axis Short Term Fund Growth ₹32.7698
↑ 0.05 ₹8,734 5,000 2.2 2.8 5.7 7.3 8.1 7.67% 2Y 3M 3Y HDFC Short Term Debt Fund Growth ₹33.9178
↑ 0.05 ₹14,864 5,000 2.2 2.8 5.6 7.4 7.8 8.01% 2Y 4M 28D 3Y 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Short Term Debt Fund ICICI Prudential Short Term Fund Bandhan Bond Fund Short Term Plan Axis Short Term Fund HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹362 Cr). Highest AUM (₹21,229 Cr). Bottom quartile AUM (₹8,327 Cr). Lower mid AUM (₹8,734 Cr). Upper mid AUM (₹14,864 Cr). Point 2 Established history (23+ yrs). Established history (24+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 12.83% (top quartile). 1Y return: 5.93% (upper mid). 1Y return: 5.66% (lower mid). 1Y return: 5.66% (bottom quartile). 1Y return: 5.62% (bottom quartile). Point 6 1M return: 0.20% (bottom quartile). 1M return: 1.65% (lower mid). 1M return: 1.84% (top quartile). 1M return: 1.61% (bottom quartile). 1M return: 1.70% (upper mid). Point 7 Sharpe: 0.98 (top quartile). Sharpe: -0.80 (upper mid). Sharpe: -1.22 (bottom quartile). Sharpe: -0.91 (lower mid). Sharpe: -1.22 (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): 4.52% (bottom quartile). Yield to maturity (debt): 8.14% (top quartile). Yield to maturity (debt): 7.73% (lower mid). Yield to maturity (debt): 7.67% (bottom quartile). Yield to maturity (debt): 8.01% (upper mid). Point 10 Modified duration: 1.20 yrs (top quartile). Modified duration: 2.72 yrs (bottom quartile). Modified duration: 2.21 yrs (upper mid). Modified duration: 2.25 yrs (lower mid). Modified duration: 2.41 yrs (bottom quartile). Sundaram Short Term Debt Fund
ICICI Prudential Short Term Fund
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
HDFC Short Term Debt Fund
முதல் 5 மொத்த தொகை திரவ மியூச்சுவல் ஃபண்டுகள்
திரவ நிதிகள் ஒரு நாள் முதல் 90 நாட்கள் வரையிலான நல்ல முதலீடுகள், குறைந்த ரிஸ்க் நிலையான வருமானத்துடன் கார்பஸ் முதலீடு செய்யும்பண சந்தை ஒரு வாரம் முதல் 3 மாதங்கள் வரையிலான முதிர்வுகளைக் கொண்ட கடன் கருவிகள்.
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹3,088.11
↑ 0.72 ₹56,168 500 0.6 1.9 3.3 6.3 6.6 6.23% 1M 5D 1M 5D Edelweiss Liquid Fund Growth ₹3,546.31
↑ 0.87 ₹15,222 5,000 0.6 1.9 3.3 6.3 6.5 6.51% 1M 6D 1M 6D DSP Liquidity Fund Growth ₹3,958.46
↑ 0.90 ₹19,019 1,000 0.6 1.8 3.3 6.3 6.5 0% 1M 1D Aditya Birla Sun Life Liquid Fund Growth ₹446.725
↑ 0.11 ₹47,520 5,000 0.7 1.8 3.3 6.3 6.5 7.01% 1M 17D 1M 20D UTI Liquid Cash Plan Growth ₹4,543.73
↑ 0.81 ₹33,248 500 0.6 1.8 3.3 6.3 6.5 6.62% 1M 5D 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Liquid Fund Edelweiss Liquid Fund DSP Liquidity Fund Aditya Birla Sun Life Liquid Fund UTI Liquid Cash Plan Point 1 Highest AUM (₹56,168 Cr). Bottom quartile AUM (₹15,222 Cr). Bottom quartile AUM (₹19,019 Cr). Upper mid AUM (₹47,520 Cr). Lower mid AUM (₹33,248 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (20+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.30% (top quartile). 1Y return: 6.29% (upper mid). 1Y return: 6.27% (lower mid). 1Y return: 6.26% (bottom quartile). 1Y return: 6.25% (bottom quartile). Point 6 1M return: 0.64% (lower mid). 1M return: 0.64% (bottom quartile). 1M return: 0.65% (upper mid). 1M return: 0.65% (top quartile). 1M return: 0.62% (bottom quartile). Point 7 Sharpe: 2.39 (top quartile). Sharpe: 2.22 (bottom quartile). Sharpe: 2.26 (lower mid). Sharpe: 2.20 (bottom quartile). Sharpe: 2.39 (upper mid). 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): 6.23% (bottom quartile). Yield to maturity (debt): 6.51% (lower mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.01% (top quartile). Yield to maturity (debt): 6.62% (upper mid). Point 10 Modified duration: 0.10 yrs (upper mid). Modified duration: 0.10 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). Modified duration: 0.13 yrs (bottom quartile). Modified duration: 0.10 yrs (lower mid). Axis Liquid Fund
Edelweiss Liquid Fund
DSP Liquidity Fund
Aditya Birla Sun Life Liquid Fund
UTI Liquid Cash Plan
முதல் 5 மொத்த தொகை GILT மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.6235
↑ 0.23 ₹1,794 5,000 5.2 6.2 7.7 7.7 3.7 7.6% 10Y 11M 16D 32Y 1M 28D ICICI Prudential Gilt Fund Growth ₹107.803
↑ 0.34 ₹8,608 5,000 3.4 2.9 4.5 7.3 6.8 7.71% 9Y 4M 10D 21Y 7M 6D Axis Gilt Fund Growth ₹26.6938
↑ 0.08 ₹424 5,000 3.6 3.4 4.4 7.2 5.2 7.25% 8Y 1M 13D 19Y 9M 11D UTI Gilt Fund Growth ₹65.5948
↑ 0.07 ₹544 5,000 2.5 3.3 4.5 6.7 5.1 6.4% 3Y 2M 16D 7Y 11M 19D DSP Government Securities Fund Growth ₹98.8396
↑ 0.42 ₹1,250 1,000 4.1 2.7 3.5 6.6 4.5 0% 10Y 5M 8D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan ICICI Prudential Gilt Fund Axis Gilt Fund UTI Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,794 Cr). Highest AUM (₹8,608 Cr). Bottom quartile AUM (₹424 Cr). Bottom quartile AUM (₹544 Cr). Lower mid AUM (₹1,250 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (26+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper 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: 7.68% (top quartile). 1Y return: 4.47% (upper mid). 1Y return: 4.35% (bottom quartile). 1Y return: 4.47% (lower mid). 1Y return: 3.51% (bottom quartile). Point 6 1M return: 3.64% (top quartile). 1M return: 2.74% (bottom quartile). 1M return: 2.83% (lower mid). 1M return: 1.21% (bottom quartile). 1M return: 3.38% (upper mid). Point 7 Sharpe: -0.90 (top quartile). Sharpe: -1.15 (lower mid). Sharpe: -1.29 (bottom quartile). Sharpe: -0.91 (upper mid). Sharpe: -1.26 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.60% (upper mid). Yield to maturity (debt): 7.71% (top quartile). Yield to maturity (debt): 7.25% (lower mid). Yield to maturity (debt): 6.40% (bottom quartile). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 10.96 yrs (bottom quartile). Modified duration: 9.36 yrs (lower mid). Modified duration: 8.12 yrs (upper mid). Modified duration: 3.21 yrs (top quartile). Modified duration: 10.44 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
ICICI Prudential Gilt Fund
Axis Gilt Fund
UTI Gilt Fund
DSP Government Securities Fund
முதல் 5 மொத்த தொகை கார்ப்பரேட் பாண்ட் மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Corporate Bond Fund Growth ₹31.7034
↑ 0.05 ₹31,740 5,000 2.4 3 6 7.6 8 7.91% 3Y 4M 10D 5Y 8M 23D BNP Paribas Corporate Bond Fund Growth ₹29.1609
↑ 0.04 ₹244 5,000 2.6 3 5.6 7.5 8.3 7.44% 2Y 25D 2Y 8M 12D Franklin India Corporate Debt Fund Growth ₹105.463
↑ 0.15 ₹1,346 10,000 1.8 2.7 5.6 7.5 9.1 7.91% 1Y 4M 20D 2Y 9M 7D Nippon India Prime Debt Fund Growth ₹63.3023
↑ 0.09 ₹9,393 1,000 2.3 2.7 5.1 7.4 7.8 7.9% 2Y 4M 6D 2Y 10M 13D Kotak Corporate Bond Fund Standard Growth ₹3,982.47
↑ 7.43 ₹15,990 5,000 2.2 2.6 5.1 7.3 7.8 7.99% 2Y 6M 29D 4Y Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Corporate Bond Fund BNP Paribas Corporate Bond Fund Franklin India Corporate Debt Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard Point 1 Highest AUM (₹31,740 Cr). Bottom quartile AUM (₹244 Cr). Bottom quartile AUM (₹1,346 Cr). Lower mid AUM (₹9,393 Cr). Upper mid AUM (₹15,990 Cr). Point 2 Established history (16+ yrs). Established history (17+ yrs). Oldest track record among peers (29 yrs). Established history (25+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 6.01% (top quartile). 1Y return: 5.60% (upper mid). 1Y return: 5.56% (lower mid). 1Y return: 5.09% (bottom quartile). 1Y return: 5.14% (bottom quartile). Point 6 1M return: 1.81% (lower mid). 1M return: 1.84% (upper mid). 1M return: 1.09% (bottom quartile). 1M return: 1.84% (top quartile). 1M return: 1.77% (bottom quartile). Point 7 Sharpe: -0.83 (upper mid). Sharpe: -1.04 (lower mid). Sharpe: -0.77 (top quartile). Sharpe: -1.43 (bottom quartile). Sharpe: -1.42 (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): 7.91% (upper mid). Yield to maturity (debt): 7.44% (bottom quartile). Yield to maturity (debt): 7.91% (lower mid). Yield to maturity (debt): 7.90% (bottom quartile). Yield to maturity (debt): 7.99% (top quartile). Point 10 Modified duration: 3.36 yrs (bottom quartile). Modified duration: 2.07 yrs (upper mid). Modified duration: 1.39 yrs (top quartile). Modified duration: 2.35 yrs (lower mid). Modified duration: 2.58 yrs (bottom quartile). ICICI Prudential Corporate Bond Fund
BNP Paribas Corporate Bond Fund
Franklin India Corporate Debt Fund
Nippon India Prime Debt Fund
Kotak Corporate Bond Fund Standard
முதல் 5 மொத்த தொகை கிரெடிட் ரிஸ்க் மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹54.6558
↑ 0.07 ₹258 1,000 7.9 7.6 10.1 16.1 21 0% 2Y 3M 27D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.0365
↑ 0.04 ₹1,391 1,000 3 7.7 12.1 12.1 13.4 8.4% 1Y 10M 13D 2Y 6M Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 5,000 2.9 5 7.5 11 0% Invesco India Credit Risk Fund Growth ₹2,065.33
↑ 2.87 ₹160 5,000 3.4 4.1 6.8 8.5 9.2 7.96% 2Y 7M 20D 3Y 7M 10D ICICI Prudential Regular Savings Fund Growth ₹34.2976
↑ 0.04 ₹6,005 10,000 2.4 3.6 7.7 8.4 9.5 8.93% 2Y 14D 3Y 1M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Credit Risk Fund Invesco India Credit Risk Fund ICICI Prudential Regular Savings Fund Point 1 Lower mid AUM (₹258 Cr). Upper mid AUM (₹1,391 Cr). Bottom quartile AUM (₹104 Cr). Bottom quartile AUM (₹160 Cr). Highest AUM (₹6,005 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (11+ yrs). Established history (15+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). 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: 10.06% (upper mid). 1Y return: 12.11% (top quartile). 1Y return: 7.45% (bottom quartile). 1Y return: 6.80% (bottom quartile). 1Y return: 7.69% (lower mid). Point 6 1M return: 1.97% (top quartile). 1M return: 1.66% (upper mid). 1M return: 0.91% (bottom quartile). 1M return: 1.56% (lower mid). 1M return: 1.47% (bottom quartile). Point 7 Sharpe: 0.57 (lower mid). Sharpe: 1.60 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: -0.13 (bottom quartile). Sharpe: 0.95 (upper mid). 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): 0.00% (bottom quartile). Yield to maturity (debt): 8.40% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.96% (lower mid). Yield to maturity (debt): 8.93% (top quartile). Point 10 Modified duration: 2.33 yrs (bottom quartile). Modified duration: 1.87 yrs (upper mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 2.64 yrs (bottom quartile). Modified duration: 2.04 yrs (lower mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
Invesco India Credit Risk Fund
ICICI Prudential Regular Savings Fund
சிறந்த லம்ப்சம் ஹைப்ரிட் ஃபண்டுகள் 2022 - 2023
போன்ற வேறுபாடு வகைகளில் இருந்து முதலிடம் பெற்ற நிதிகள் கீழே உள்ளன. ஆக்கிரமிப்பு, கன்சர்வேடிவ், ஆர்பிட்ரேஜ், டைனமிக் ஒதுக்கீடு, பல சொத்து, ஈக்விட்டி சேமிப்பு மற்றும் தீர்வு சார்ந்த
கலப்பினதிட்டங்கள்.
முதல் 5 மொத்தத் தொகை சமநிலை மியூச்சுவல் ஃபண்டுகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.61
↓ -0.08 ₹1,482 5,000 13 9.3 8.8 19.5 15.5 -0.9 ICICI Prudential Multi-Asset Fund Growth ₹804.298
↑ 3.12 ₹84,165 5,000 5.1 -1.8 6.6 16.8 17.3 18.6 ICICI Prudential Equity and Debt Fund Growth ₹405.14
↑ 0.79 ₹50,033 5,000 4.6 -1.3 3.4 16.7 16.7 13.3 SBI Multi Asset Allocation Fund Growth ₹66.1804
↓ -0.37 ₹18,290 5,000 3.7 0.9 11.6 16.6 13.4 18.6 UTI Multi Asset Fund Growth ₹77.5921
↓ -0.22 ₹6,922 5,000 4.1 -2.6 4.5 16.1 13.2 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund SBI Multi Asset Allocation Fund UTI Multi Asset Fund Point 1 Bottom quartile AUM (₹1,482 Cr). Highest AUM (₹84,165 Cr). Upper mid AUM (₹50,033 Cr). Lower mid AUM (₹18,290 Cr). Bottom quartile AUM (₹6,922 Cr). Point 2 Established history (9+ yrs). Established history (23+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (17+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 15.55% (lower mid). 5Y return: 17.31% (top quartile). 5Y return: 16.68% (upper mid). 5Y return: 13.40% (bottom quartile). 5Y return: 13.15% (bottom quartile). Point 6 3Y return: 19.46% (top quartile). 3Y return: 16.77% (upper mid). 3Y return: 16.68% (lower mid). 3Y return: 16.61% (bottom quartile). 3Y return: 16.08% (bottom quartile). Point 7 1Y return: 8.76% (upper mid). 1Y return: 6.65% (lower mid). 1Y return: 3.42% (bottom quartile). 1Y return: 11.57% (top quartile). 1Y return: 4.53% (bottom quartile). Point 8 1M return: 2.34% (top quartile). 1M return: 0.50% (lower mid). 1M return: 1.31% (upper mid). 1M return: -0.90% (bottom quartile). 1M return: -1.24% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 1.75 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.50 (upper mid). Sharpe: 0.18 (lower mid). Sharpe: -0.21 (bottom quartile). Sharpe: 0.78 (top quartile). Sharpe: 0.13 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
SBI Multi Asset Allocation Fund
UTI Multi Asset Fund
முதல் 5 மொத்த தொகை ஆக்கிரமிப்பு ஹைப்ரிட் நிதிகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.61
↓ -0.08 ₹1,482 5,000 13 9.3 8.8 19.5 15.5 -0.9 ICICI Prudential Equity and Debt Fund Growth ₹405.14
↑ 0.79 ₹50,033 5,000 4.6 -1.3 3.4 16.7 16.7 13.3 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 Bandhan Hybrid Equity Fund Growth ₹27.283
↑ 0.02 ₹2,021 5,000 7.7 1.1 6.6 14.7 11.7 7.7 JM Equity Hybrid Fund Growth ₹115.934
↑ 0.13 ₹692 5,000 5.5 -3.8 -5.1 14.6 12.8 -3.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund Sundaram Equity Hybrid Fund Bandhan Hybrid Equity Fund JM Equity Hybrid Fund Point 1 Bottom quartile AUM (₹1,482 Cr). Highest AUM (₹50,033 Cr). Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹2,021 Cr). Bottom quartile AUM (₹692 Cr). Point 2 Established history (9+ yrs). Established history (26+ yrs). Established history (26+ yrs). Established history (9+ yrs). Oldest track record among peers (31 yrs). Point 3 Not Rated. Top rated. Rating: 2★ (upper mid). Not Rated. Rating: 1★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.55% (upper mid). 5Y return: 16.68% (top quartile). 5Y return: 14.20% (lower mid). 5Y return: 11.71% (bottom quartile). 5Y return: 12.78% (bottom quartile). Point 6 3Y return: 19.46% (top quartile). 3Y return: 16.68% (upper mid). 3Y return: 16.03% (lower mid). 3Y return: 14.67% (bottom quartile). 3Y return: 14.55% (bottom quartile). Point 7 1Y return: 8.76% (upper mid). 1Y return: 3.42% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: 6.57% (lower mid). 1Y return: -5.14% (bottom quartile). Point 8 1M return: 2.34% (top quartile). 1M return: 1.31% (bottom quartile). 1M return: 1.80% (upper mid). 1M return: 1.78% (lower mid). 1M return: 0.66% (bottom quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 1.75 (lower mid). Alpha: 5.81 (upper mid). Alpha: 6.12 (top quartile). Alpha: -2.49 (bottom quartile). Point 10 Sharpe: 0.50 (upper mid). Sharpe: -0.21 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: 0.08 (lower mid). Sharpe: -0.52 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Sundaram Equity Hybrid Fund
Bandhan Hybrid Equity Fund
JM Equity Hybrid Fund
முதல் 5 மொத்த கன்சர்வேடிவ் ஹைப்ரிட் நிதிகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.61
↓ -0.08 ₹1,482 5,000 13 9.3 8.8 19.5 15.5 -0.9 ICICI Prudential Multi-Asset Fund Growth ₹804.298
↑ 3.12 ₹84,165 5,000 5.1 -1.8 6.6 16.8 17.3 18.6 ICICI Prudential Equity and Debt Fund Growth ₹405.14
↑ 0.79 ₹50,033 5,000 4.6 -1.3 3.4 16.7 16.7 13.3 SBI Multi Asset Allocation Fund Growth ₹66.1804
↓ -0.37 ₹18,290 5,000 3.7 0.9 11.6 16.6 13.4 18.6 UTI Multi Asset Fund Growth ₹77.5921
↓ -0.22 ₹6,922 5,000 4.1 -2.6 4.5 16.1 13.2 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Multi-Asset Fund ICICI Prudential Equity and Debt Fund SBI Multi Asset Allocation Fund UTI Multi Asset Fund Point 1 Bottom quartile AUM (₹1,482 Cr). Highest AUM (₹84,165 Cr). Upper mid AUM (₹50,033 Cr). Lower mid AUM (₹18,290 Cr). Bottom quartile AUM (₹6,922 Cr). Point 2 Established history (9+ yrs). Established history (23+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (17+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 15.55% (lower mid). 5Y return: 17.31% (top quartile). 5Y return: 16.68% (upper mid). 5Y return: 13.40% (bottom quartile). 5Y return: 13.15% (bottom quartile). Point 6 3Y return: 19.46% (top quartile). 3Y return: 16.77% (upper mid). 3Y return: 16.68% (lower mid). 3Y return: 16.61% (bottom quartile). 3Y return: 16.08% (bottom quartile). Point 7 1Y return: 8.76% (upper mid). 1Y return: 6.65% (lower mid). 1Y return: 3.42% (bottom quartile). 1Y return: 11.57% (top quartile). 1Y return: 4.53% (bottom quartile). Point 8 1M return: 2.34% (top quartile). 1M return: 0.50% (lower mid). 1M return: 1.31% (upper mid). 1M return: -0.90% (bottom quartile). 1M return: -1.24% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 1.75 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.50 (upper mid). Sharpe: 0.18 (lower mid). Sharpe: -0.21 (bottom quartile). Sharpe: 0.78 (top quartile). Sharpe: 0.13 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
ICICI Prudential Equity and Debt Fund
SBI Multi Asset Allocation Fund
UTI Multi Asset Fund
முதல் 5 மொத்த தொகை ஆர்பிட்ரேஜ் நிதிகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Arbitrage Fund Growth ₹33.7952
↑ 0.03 ₹28,062 5,000 1.5 3 6.1 6.9 6.2 6.5 UTI Arbitrage Fund Growth ₹37.1164
↑ 0.03 ₹10,991 5,000 1.5 3 6 7 6 6.5 SBI Arbitrage Opportunities Fund Growth ₹35.8077
↑ 0.03 ₹43,266 5,000 1.5 3 6 6.9 6.2 6.5 HDFC Arbitrage Fund Growth ₹32.439
↑ 0.02 ₹25,085 100,000 1.5 3 6 6.9 6 6.3 Kotak Equity Arbitrage Fund Growth ₹39.68
↑ 0.03 ₹72,079 5,000 1.5 3.1 6 7 6.2 6.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Arbitrage Fund UTI Arbitrage Fund SBI Arbitrage Opportunities Fund HDFC Arbitrage Fund Kotak Equity Arbitrage Fund Point 1 Lower mid AUM (₹28,062 Cr). Bottom quartile AUM (₹10,991 Cr). Upper mid AUM (₹43,266 Cr). Bottom quartile AUM (₹25,085 Cr). Highest AUM (₹72,079 Cr). Point 2 Established history (19+ yrs). Oldest track record among peers (20 yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (20+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 6.21% (upper mid). 5Y return: 6.02% (bottom quartile). 5Y return: 6.21% (top quartile). 5Y return: 5.99% (bottom quartile). 5Y return: 6.18% (lower mid). Point 6 3Y return: 6.93% (lower mid). 3Y return: 6.98% (upper mid). 3Y return: 6.91% (bottom quartile). 3Y return: 6.92% (bottom quartile). 3Y return: 7.02% (top quartile). Point 7 1Y return: 6.08% (top quartile). 1Y return: 6.05% (upper mid). 1Y return: 6.03% (lower mid). 1Y return: 6.03% (bottom quartile). 1Y return: 6.02% (bottom quartile). Point 8 1M return: 0.68% (bottom quartile). 1M return: 0.75% (top quartile). 1M return: 0.68% (bottom quartile). 1M return: 0.73% (upper mid). 1M return: 0.71% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.08 (upper mid). Sharpe: -0.21 (lower mid). Sharpe: -0.06 (top quartile). Sharpe: -0.24 (bottom quartile). Sharpe: -0.28 (bottom quartile). Invesco India Arbitrage Fund
UTI Arbitrage Fund
SBI Arbitrage Opportunities Fund
HDFC Arbitrage Fund
Kotak Equity Arbitrage Fund
முதல் 5 மொத்த தொகை டைனமிக் ஒதுக்கீடு நிதிகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Multi - Asset Solution Fund Growth ₹22.1445
↑ 0.01 ₹136 5,000 1.7 2.7 5.6 13.1 11.2 14.1 Axis Dynamic Equity Fund Growth ₹21.37
↑ 0.04 ₹3,750 5,000 3.9 -1.3 2 12.5 9.9 7 ICICI Prudential Balanced Advantage Fund Growth ₹77.45
↑ 0.20 ₹70,570 5,000 4.9 -0.2 4.7 12.1 10.8 12.2 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹110.68
↓ -0.21 ₹9,253 1,000 5.6 0.6 3.7 11.7 9.7 10.1 Nippon India Balanced Advantage Fund Growth ₹181.93
↑ 0.34 ₹9,574 5,000 5.2 0.3 3.4 11.3 9.5 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Multi - Asset Solution Fund Axis Dynamic Equity Fund ICICI Prudential Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Nippon India Balanced Advantage Fund Point 1 Bottom quartile AUM (₹136 Cr). Bottom quartile AUM (₹3,750 Cr). Highest AUM (₹70,570 Cr). Lower mid AUM (₹9,253 Cr). Upper mid AUM (₹9,574 Cr). Point 2 Established history (11+ yrs). Established history (8+ yrs). Established history (19+ yrs). Oldest track record among peers (26 yrs). Established history (21+ yrs). Point 3 Not Rated. Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.18% (top quartile). 5Y return: 9.92% (lower mid). 5Y return: 10.80% (upper mid). 5Y return: 9.66% (bottom quartile). 5Y return: 9.50% (bottom quartile). Point 6 3Y return: 13.07% (top quartile). 3Y return: 12.52% (upper mid). 3Y return: 12.11% (lower mid). 3Y return: 11.73% (bottom quartile). 3Y return: 11.30% (bottom quartile). Point 7 1Y return: 5.64% (top quartile). 1Y return: 1.96% (bottom quartile). 1Y return: 4.72% (upper mid). 1Y return: 3.73% (lower mid). 1Y return: 3.45% (bottom quartile). Point 8 1M return: 0.92% (bottom quartile). 1M return: 1.52% (lower mid). 1M return: 1.87% (upper mid). 1M return: 1.41% (bottom quartile). 1M return: 1.90% (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: 0.15 (top quartile). Sharpe: -0.52 (bottom quartile). Sharpe: -0.16 (lower mid). Sharpe: -0.14 (upper mid). Sharpe: -0.34 (bottom quartile). Franklin India Multi - Asset Solution Fund
Axis Dynamic Equity Fund
ICICI Prudential Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund
Nippon India Balanced Advantage Fund
முதல் 5 மொத்த தொகை பல சொத்து ஒதுக்கீடு நிதிகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹804.298
↑ 3.12 ₹84,165 5,000 5.1 -1.8 6.6 16.8 17.3 18.6 SBI Multi Asset Allocation Fund Growth ₹66.1804
↓ -0.37 ₹18,290 5,000 3.7 0.9 11.6 16.6 13.4 18.6 UTI Multi Asset Fund Growth ₹77.5921
↓ -0.22 ₹6,922 5,000 4.1 -2.6 4.5 16.1 13.2 11.1 Edelweiss Multi Asset Allocation Fund Growth ₹64.16
↓ -0.12 ₹3,667 5,000 5.8 -1.3 0.8 13.9 13.1 6 Axis Triple Advantage Fund Growth ₹44.0532
↓ -0.06 ₹2,293 5,000 3.6 -0.6 10.5 13.6 9.6 15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Multi-Asset Fund SBI Multi Asset Allocation Fund UTI Multi Asset Fund Edelweiss Multi Asset Allocation Fund Axis Triple Advantage Fund Point 1 Highest AUM (₹84,165 Cr). Upper mid AUM (₹18,290 Cr). Lower mid AUM (₹6,922 Cr). Bottom quartile AUM (₹3,667 Cr). Bottom quartile AUM (₹2,293 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (15+ yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.31% (top quartile). 5Y return: 13.40% (upper mid). 5Y return: 13.15% (lower mid). 5Y return: 13.06% (bottom quartile). 5Y return: 9.64% (bottom quartile). Point 6 3Y return: 16.77% (top quartile). 3Y return: 16.61% (upper mid). 3Y return: 16.08% (lower mid). 3Y return: 13.89% (bottom quartile). 3Y return: 13.60% (bottom quartile). Point 7 1Y return: 6.65% (lower mid). 1Y return: 11.57% (top quartile). 1Y return: 4.53% (bottom quartile). 1Y return: 0.75% (bottom quartile). 1Y return: 10.52% (upper mid). Point 8 1M return: 0.50% (top quartile). 1M return: -0.90% (bottom quartile). 1M return: -1.24% (bottom quartile). 1M return: 0.49% (upper mid). 1M return: -0.51% (lower mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 1.20 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.18 (lower mid). Sharpe: 0.78 (top quartile). Sharpe: 0.13 (bottom quartile). Sharpe: -0.27 (bottom quartile). Sharpe: 0.48 (upper mid). ICICI Prudential Multi-Asset Fund
SBI Multi Asset Allocation Fund
UTI Multi Asset Fund
Edelweiss Multi Asset Allocation Fund
Axis Triple Advantage Fund
முதல் 5 மொத்த தொகை ஈக்விட்டி சேமிப்பு நிதிகள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Edelweiss Equity Savings Fund Growth ₹26.7581
↓ -0.03 ₹1,365 5,000 4.3 2.5 7.2 10.9 8.9 8 Kotak Equity Savings Fund Growth ₹27.1892
↑ 0.03 ₹10,108 5,000 3.2 -0.1 4.6 10 9.4 7.9 Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 5,000 -0.1 1.8 6.9 9.8 8 SBI Equity Savings Fund Growth ₹24.6332
↑ 0.02 ₹5,643 1,000 2.4 1.1 2.7 9.4 8.3 5 Axis Equity Saver Fund Growth ₹22.85
↑ 0.02 ₹863 5,000 3.6 0.4 3.7 9.3 7.6 5.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Edelweiss Equity Savings Fund Kotak Equity Savings Fund Tata Equity Savings Fund SBI Equity Savings Fund Axis Equity Saver Fund Point 1 Lower mid AUM (₹1,365 Cr). Highest AUM (₹10,108 Cr). Bottom quartile AUM (₹285 Cr). Upper mid AUM (₹5,643 Cr). Bottom quartile AUM (₹863 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Oldest track record among peers (28 yrs). Established history (11+ yrs). Established history (10+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.91% (upper mid). 5Y return: 9.41% (top quartile). 5Y return: 8.02% (bottom quartile). 5Y return: 8.29% (lower mid). 5Y return: 7.59% (bottom quartile). Point 6 3Y return: 10.85% (top quartile). 3Y return: 10.02% (upper mid). 3Y return: 9.85% (lower mid). 3Y return: 9.40% (bottom quartile). 3Y return: 9.26% (bottom quartile). Point 7 1Y return: 7.18% (top quartile). 1Y return: 4.62% (lower mid). 1Y return: 6.88% (upper mid). 1Y return: 2.65% (bottom quartile). 1Y return: 3.68% (bottom quartile). Point 8 1M return: 0.96% (upper mid). 1M return: 0.60% (bottom quartile). 1M return: 0.34% (bottom quartile). 1M return: 0.96% (lower mid). 1M return: 1.56% (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: 0.16 (top quartile). Sharpe: -0.09 (lower mid). Sharpe: 0.00 (upper mid). Sharpe: -0.63 (bottom quartile). Sharpe: -0.58 (bottom quartile). Edelweiss Equity Savings Fund
Kotak Equity Savings Fund
Tata Equity Savings Fund
SBI Equity Savings Fund
Axis Equity Saver Fund
முதல் 5 மொத்த தொகை தீர்வு சார்ந்த திட்டங்கள்
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹48.702
↑ 0.01 ₹6,660 5,000 4.7 -5.8 -4.3 12 13.4 5.2 ICICI Prudential Child Care Plan (Gift) Growth ₹329.5
↓ -1.06 ₹1,408 5,000 8.2 -0.4 -0.3 15.8 13.2 8.3 SBI Magnum Children's Benefit Plan Growth ₹117.143
↑ 0.13 ₹139 5,000 6.4 5.5 7.3 12 11 3.2 Tata Retirement Savings Fund - Progressive Growth ₹66.9052
↓ -0.23 ₹2,132 5,000 13.1 1.9 -0.1 14.4 10.8 -1.2 Tata Retirement Savings Fund-Moderate Growth ₹66.1338
↓ -0.20 ₹2,145 5,000 11.4 1.6 0.9 13.3 10.5 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Retirement Savings Fund - Equity Plan ICICI Prudential Child Care Plan (Gift) SBI Magnum Children's Benefit Plan Tata Retirement Savings Fund - Progressive Tata Retirement Savings Fund-Moderate Point 1 Highest AUM (₹6,660 Cr). Bottom quartile AUM (₹1,408 Cr). Bottom quartile AUM (₹139 Cr). Lower mid AUM (₹2,132 Cr). Upper mid AUM (₹2,145 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (24 yrs). Established history (24+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Not Rated. Rating: 2★ (bottom quartile). Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.38% (top quartile). 5Y return: 13.18% (upper mid). 5Y return: 11.03% (lower mid). 5Y return: 10.80% (bottom quartile). 5Y return: 10.50% (bottom quartile). Point 6 3Y return: 12.04% (bottom quartile). 3Y return: 15.77% (top quartile). 3Y return: 12.03% (bottom quartile). 3Y return: 14.37% (upper mid). 3Y return: 13.30% (lower mid). Point 7 1Y return: -4.28% (bottom quartile). 1Y return: -0.25% (bottom quartile). 1Y return: 7.27% (top quartile). 1Y return: -0.09% (lower mid). 1Y return: 0.89% (upper mid). Point 8 1M return: 1.58% (upper mid). 1M return: -0.23% (bottom quartile). 1M return: 3.34% (top quartile). 1M return: -0.31% (bottom quartile). 1M return: 0.01% (lower mid). Point 9 Alpha: -7.14 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 2.66 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.67 (bottom quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.32 (bottom quartile). Sharpe: -0.06 (top quartile). Sharpe: -0.08 (lower mid). HDFC Retirement Savings Fund - Equity Plan
ICICI Prudential Child Care Plan (Gift)
SBI Magnum Children's Benefit Plan
Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund-Moderate
1 மாத செயல்திறனில் சிறந்த மொத்த மியூச்சுவல் ஃபண்ட்
(Erstwhile Invesco India Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Research Highlights for Invesco India Growth Opportunities Fund Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused 25 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Focused 25 Fund Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Research Highlights for Franklin India Opportunities Fund Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies Research Highlights for SBI Small Cap Fund Below is the key information for SBI Small Cap Fund Returns up to 1 year are on 1. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (25 Jun 26) ₹107.52 ↑ 0.24 (0.22 %) Net Assets (Cr) ₹10,153 on 31 May 26 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.07 Information Ratio 0.87 Alpha Ratio 2.71 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 31 May 21 ₹10,000 31 May 22 ₹10,467 31 May 23 ₹11,974 31 May 24 ₹17,437 31 May 25 ₹20,804 31 May 26 ₹21,803 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jun 26 Duration Returns 1 Month 6.3% 3 Month 17.8% 6 Month 6.2% 1 Year 6.6% 3 Year 24.1% 5 Year 17.6% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.7% 2023 37.5% 2022 31.6% 2021 -0.4% 2020 29.7% 2019 13.3% 2018 10.7% 2017 -0.2% 2016 39.6% 2015 3.3% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.56 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 29.23% Health Care 19.13% Consumer Cyclical 17.87% Industrials 16.53% Real Estate 7.69% Basic Materials 4.4% Technology 2.55% Communication Services 1.84% Utility 0.62% Asset Allocation
Asset Class Value Cash 0.11% Equity 99.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH7% ₹690 Cr 6,948,724
↑ 773,319 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ETERNAL6% ₹611 Cr 24,729,692
↑ 5,748,946 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO6% ₹597 Cr 1,389,777
↑ 156,336 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK6% ₹585 Cr 4,629,833
↑ 1,498,175 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE5% ₹458 Cr 4,283,799 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002515% ₹451 Cr 1,089,122 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE5% ₹443 Cr 3,129,905
↑ 714,194 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE4% ₹402 Cr 1,104,598
↓ -476,177 ABB India Ltd (Industrials)
Equity, Since 30 Jun 23 | ABB3% ₹336 Cr 465,045 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 24 | 5322963% ₹323 Cr 1,342,939 2. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (25 Jun 26) ₹48.7257 ↑ 0.05 (0.09 %) Net Assets (Cr) ₹1,557 on 31 May 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.14 Information Ratio -0.34 Alpha Ratio 6.1 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 31 May 21 ₹10,000 31 May 22 ₹9,873 31 May 23 ₹11,007 31 May 24 ₹13,703 31 May 25 ₹13,926 31 May 26 ₹14,872 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jun 26 Duration Returns 1 Month 5.9% 3 Month 17.8% 6 Month 10.3% 1 Year 14.1% 3 Year 11.7% 5 Year 8.8% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.7% 2023 13.6% 2022 18.8% 2021 2% 2020 14.6% 2019 17.3% 2018 17.1% 2017 -4.2% 2016 32.2% 2015 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 0.8 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ankit Agarwal 5 Aug 25 0.82 Yr. Rakesh Shetty 22 Nov 22 3.52 Yr. Atul Mehra 1 Oct 24 1.66 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 23.99% Industrials 18.61% Consumer Cyclical 16.49% Basic Materials 9.94% Health Care 6.69% Technology 5.99% Consumer Defensive 5.25% Energy 3.34% Utility 2.97% Asset Allocation
Asset Class Value Cash 6.74% Equity 93.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 28 Feb 26 | 5000934% ₹63 Cr 779,365 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5433494% ₹63 Cr 243,798
↓ -7,506 MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH4% ₹62 Cr 96,496
↓ -59,194 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | ICICIBANK4% ₹62 Cr 492,667
↑ 61,220 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5406114% ₹62 Cr 605,422
↑ 152,315 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS4% ₹61 Cr 261,175
↓ -30,556 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹61 Cr 184,364
↑ 4,322 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL4% ₹60 Cr 2,411,591
↑ 632,129 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | GABRIEL4% ₹55 Cr 536,227
↑ 22,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP4% ₹54 Cr 70,844
↑ 5,818 3. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (24 Jun 26) ₹259.768 ↑ 1.02 (0.39 %) Net Assets (Cr) ₹8,724 on 31 May 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.16 Information Ratio 1.43 Alpha Ratio 0.74 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 31 May 21 ₹10,000 31 May 22 ₹10,023 31 May 23 ₹12,467 31 May 24 ₹21,520 31 May 25 ₹23,348 31 May 26 ₹23,673 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jun 26 Duration Returns 1 Month 5.7% 3 Month 13.9% 6 Month 0.3% 1 Year 4.9% 3 Year 24.2% 5 Year 19.3% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.1% 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 4.31 Yr. R. Janakiraman 1 Apr 13 13.18 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Data below for Franklin India Opportunities Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 19.36% Industrials 13.72% Consumer Cyclical 13.09% Technology 11.99% Health Care 11.23% Basic Materials 7.54% Energy 5.15% Communication Services 3.76% Utility 3.5% Asset Allocation
Asset Class Value Cash 10.66% Equity 89.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹439 Cr 3,070,606
↑ 963,197 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL5% ₹421 Cr 971,140
↑ 439,621 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN4% ₹347 Cr 3,703,959
↑ 426,674 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322154% ₹331 Cr 2,610,658
↓ -1,338,049 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹328 Cr 234,384 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN4% ₹317 Cr 2,969,724 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO4% ₹317 Cr 1,662,735
↑ 373,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹299 Cr 7,482,056
↓ -2,747,893 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Jul 25 | MANKIND3% ₹277 Cr 1,231,676
↑ 647,701 AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 25 | AIAENG3% ₹224 Cr 567,437
↑ 29,343 4. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (25 Jun 26) ₹176.841 ↓ -1.00 (-0.56 %) Net Assets (Cr) ₹37,395 on 31 May 26 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.22 Information Ratio 0 Alpha Ratio 0 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 31 May 21 ₹10,000 31 May 22 ₹11,320 31 May 23 ₹13,302 31 May 24 ₹18,277 31 May 25 ₹19,016 31 May 26 ₹18,959 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jun 26 Duration Returns 1 Month 5.3% 3 Month 16% 6 Month 5.1% 1 Year 2.4% 3 Year 13.3% 5 Year 14.2% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.9% 2023 24.1% 2022 25.3% 2021 8.1% 2020 47.6% 2019 33.6% 2018 6.1% 2017 -19.6% 2016 78.7% 2015 1.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 12.55 Yr. Data below for SBI Small Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Consumer Cyclical 25.24% Industrials 22.04% Basic Materials 13.49% Financial Services 13.35% Technology 5.75% Consumer Defensive 3.54% Health Care 2.21% Real Estate 0.94% Communication Services 0.43% Asset Allocation
Asset Class Value Cash 9.58% Equity 90.25% Debt 0.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG5% ₹1,879 Cr 20,096,960 Nifty Index 26-05-2026
Derivatives, Since 30 Apr 26 | -3% ₹1,205 Cr 500,175
↑ 500,175 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR3% ₹1,073 Cr 1,573,579
↑ 73,579 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹1,062 Cr 39,314,614 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | ZFCVINDIA3% ₹1,029 Cr 700,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹988 Cr 7,900,000 Belrise Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 25 | BELRISE2% ₹926 Cr 43,542,092 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 25 | HONAUT2% ₹925 Cr 298,145 Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | SUNDRMFAST2% ₹846 Cr 10,000,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹831 Cr 7,000,000
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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