అత్యధిక రాబడితో ఉత్తమ మ్యూచువల్ ఫండ్‌లు 2022

Updated on November 25, 2025 , 16036 views

పెట్టుబడి పెట్టడానికి సరైన ఫండ్‌ను ఎంచుకోవడం అంత సులభం కాదు! అనేకపెట్టుబడిదారుడు అత్యుత్తమ రాబడిని పొందడానికి ఉత్తమ పనితీరు గల నిధుల కోసం చూస్తుంది. అయితే, పెట్టుబడిదారు ఫండ్‌లో చూడవలసిన ప్రమాణాలు రాబడి మాత్రమే కాదు. AUM, ఫండ్ వయస్సు, పీర్ యావరేజ్ రిటర్న్స్, ఫండ్ మేనేజర్, ఎగ్జిట్ లోడ్ మొదలైన వివిధ ముఖ్యమైన పారామితులు మ్యూచువల్ ఫండ్ స్కీమ్‌ల స్థిరత్వం మరియు పనితీరును నిర్ణయిస్తాయి. అత్యధిక రిటర్న్ ఫండ్‌లను చూస్తున్న పెట్టుబడిదారులు, గత కొన్ని సంవత్సరాలుగా మ్యూచువల్ ఫండ్ పనితీరును విశ్లేషించవచ్చు మరియు అత్యంత స్థిరమైన రాబడిని అందించిన ఫండ్‌లో పెట్టుబడి పెట్టవచ్చు. మొదట, ప్రాథమికంగా అర్థం చేసుకుందాంమ్యూచువల్ ఫండ్స్.

మ్యూచువల్ ఫండ్స్ అంటే ఏమిటి?

మ్యూచువల్ ఫండ్స్ అత్యంత ప్రజాదరణ పొందిన మార్గాలలో ఒకటిపెట్టుబడి పెడుతున్నారు డబ్బు. ఇది పెట్టుబడిదారుల నుండి డబ్బును పూల్ చేస్తుంది మరియు స్టాక్‌లలో పెట్టుబడి పెడుతుంది,డబ్బు బజారు సాధన,బాండ్లు మరియు ఇతర రకాల సెక్యూరిటీలు. ఉదాహరణకు, ఈక్విటీ ఫండ్ కంపెనీ స్టాక్‌లు/షేర్‌లలో పెట్టుబడి పెడుతుంది మరియు aరుణ నిధి డిబెంచర్లు, బాండ్లు మొదలైన వాటిలో పెట్టుబడి పెడుతుంది. ప్రతి మ్యూచువల్ ఫండ్ రకాలు పెట్టుబడి లక్ష్యంతో వస్తాయి. భారతదేశంలో 42 మ్యూచువల్ ఫండ్ కంపెనీలు ఉన్నాయి (అని పిలుస్తారుఅసెట్ మేనేజ్‌మెంట్ కంపెనీలు లేదా AMCలు) మ్యూచువల్ ఫండ్ పథకాలను అందిస్తాయి. ఈ మ్యూచువల్ ఫండ్ కంపెనీలు నియంత్రిస్తాయిSEBI. సెక్యూరిటీస్ అండ్ ఎక్స్ఛేంజ్ బోర్డ్ ఆఫ్ ఇండియా (SEBI) భారతదేశంలో మ్యూచువల్ ఫండ్‌ల నియంత్రణ సంస్థ.

అత్యధిక రాబడితో పెట్టుబడి పెట్టడానికి ఉత్తమ మ్యూచువల్ ఫండ్‌లు

వివిధమ్యూచువల్ ఫండ్స్ రకాలు ఉన్నాయిఈక్విటీ ఫండ్స్, డెట్ ఫండ్స్ మరియు హైబ్రిడ్ ఫండ్స్. ప్రతి ఫండ్ నిర్దిష్ట పెట్టుబడి లక్ష్యాలను కలిగి ఉంటుంది మరియు పెట్టుబడిదారుల పెట్టుబడి లక్ష్యాలను నెరవేర్చే లక్ష్యంతో ఉంటుంది. కాబట్టి, అధిక రాబడిని అందించే ఈ పథకాలతో పాటు వాటి ఫండ్‌లను చూద్దాం.

2022లో అత్యధిక రాబడితో అత్యుత్తమ డెట్ మ్యూచువల్ ఫండ్‌లు

డెట్ మ్యూచువల్ ఫండ్స్ ప్రధానంగా స్థిరంగా పెట్టుబడి పెడతాయిఆదాయం ప్రభుత్వ సెక్యూరిటీలు, ట్రెజరీ బిల్లులు, కార్పొరేట్ బాండ్‌లు మొదలైన సాధనాలు. ఈ ఫండ్‌లు సాంప్రదాయక కంటే స్థిరమైన ఆదాయం మరియు అధిక రాబడి కోసం చూస్తున్న వారికి ఆదర్శంగా ప్రాధాన్యతనిస్తాయి.బ్యాంక్ ఖాతాలు. డెట్ ఫండ్స్ స్వల్ప-కాలానికి సరైన రాబడికి ప్రసిద్ధి చెందాయి. కోరుకునే తక్కువ-ఆకలితో పెట్టుబడిదారులుమ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టండి డెట్ ఫండ్స్‌లో పెట్టుబడి పెట్టడానికి ప్రాధాన్యత ఇవ్వాలి. ఈ ఫండ్‌లు ఈక్విటీల కంటే తక్కువ అస్థిరతను కలిగి ఉంటాయి. లిక్విడ్, అల్ట్రా షార్ట్ టర్మ్, షార్ట్ టర్మ్ వంటి డెట్ ఫండ్స్ స్వల్పకాలిక పెట్టుబడులకు మంచి ఎంపిక. దీర్ఘకాలిక డెట్ ఫండ్‌లు రిస్క్‌తో కూడుకున్నవి మరియు ఈ సెక్యూరిటీల మెచ్యూరిటీ 5-7 సంవత్సరాల వరకు ఉండవచ్చు, కొన్ని సందర్భాల్లో 10 సంవత్సరాలు & అంతకంటే ఎక్కువ. డెట్ ఫండ్‌ల కేటగిరీలు, వాటి అత్యధిక రాబడితో పాటు క్రిందివి ఉన్నాయి.

1 సంవత్సరం అత్యధిక రాబడితో టాప్ 5 లిక్విడ్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	1 MO (%)	3 MO (%)	6 MO (%)	1 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
BOI AXA Liquid Fund Growth	₹3,078.53 ↑ 0.52	₹1,513	0.5	1.5	3	6.7	7.4	5.95%	1M 10D	1M 10D
Axis Liquid Fund Growth	₹2,976.16 ↑ 0.48	₹35,360	0.5	1.4	3	6.7	7.4	6%	1M 6D	1M 8D
Indiabulls Liquid Fund Growth	₹2,584.82 ↑ 0.38	₹155	0.5	1.4	2.9	6.7	7.4	6.03%	1M 9D	1M 9D
PGIM India Insta Cash Fund Growth	₹347.949 ↑ 0.06	₹573	0.5	1.4	2.9	6.6	7.3	5.95%	1M 2D	1M 2D
Edelweiss Liquid Fund Growth	₹3,418.35 ↑ 0.52	₹10,621	0.5	1.5	3	6.6	7.3	5.98%	2M 5D	2M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	BOI AXA Liquid Fund	Axis Liquid Fund	Indiabulls Liquid Fund	PGIM India Insta Cash Fund	Edelweiss Liquid Fund
Point 1	Lower mid AUM (₹1,513 Cr).	Highest AUM (₹35,360 Cr).	Bottom quartile AUM (₹155 Cr).	Bottom quartile AUM (₹573 Cr).	Upper mid AUM (₹10,621 Cr).
Point 2	Established history (17+ yrs).	Established history (16+ yrs).	Established history (14+ yrs).	Oldest track record among peers (18 yrs).	Established history (18+ yrs).
Point 3	Rating: 3★ (bottom quartile).	Rating: 4★ (lower mid).	Top rated.	Rating: 5★ (upper mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.
Point 5	1Y return: 6.67% (top quartile).	1Y return: 6.66% (upper mid).	1Y return: 6.65% (lower mid).	1Y return: 6.64% (bottom quartile).	1Y return: 6.64% (bottom quartile).
Point 6	1M return: 0.50% (top quartile).	1M return: 0.49% (lower mid).	1M return: 0.49% (upper mid).	1M return: 0.49% (bottom quartile).	1M return: 0.49% (bottom quartile).
Point 7	Sharpe: 3.61 (top quartile).	Sharpe: 3.13 (lower mid).	Sharpe: 2.76 (bottom quartile).	Sharpe: 2.91 (bottom quartile).	Sharpe: 3.25 (upper mid).
Point 8	Information ratio: 1.09 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -1.01 (bottom quartile).	Information ratio: -0.36 (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Yield to maturity (debt): 5.95% (bottom quartile).	Yield to maturity (debt): 6.00% (upper mid).	Yield to maturity (debt): 6.03% (top quartile).	Yield to maturity (debt): 5.95% (bottom quartile).	Yield to maturity (debt): 5.98% (lower mid).
Point 10	Modified duration: 0.11 yrs (bottom quartile).	Modified duration: 0.10 yrs (upper mid).	Modified duration: 0.11 yrs (lower mid).	Modified duration: 0.09 yrs (top quartile).	Modified duration: 0.18 yrs (bottom quartile).

BOI AXA Liquid Fund

Lower mid AUM (₹1,513 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Low.
1Y return: 6.67% (top quartile).
1M return: 0.50% (top quartile).
Sharpe: 3.61 (top quartile).
Information ratio: 1.09 (top quartile).
Yield to maturity (debt): 5.95% (bottom quartile).
Modified duration: 0.11 yrs (bottom quartile).

Axis Liquid Fund

Highest AUM (₹35,360 Cr).
Established history (16+ yrs).
Rating: 4★ (lower mid).
Risk profile: Low.
1Y return: 6.66% (upper mid).
1M return: 0.49% (lower mid).
Sharpe: 3.13 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.00% (upper mid).
Modified duration: 0.10 yrs (upper mid).

Indiabulls Liquid Fund

Bottom quartile AUM (₹155 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Low.
1Y return: 6.65% (lower mid).
1M return: 0.49% (upper mid).
Sharpe: 2.76 (bottom quartile).
Information ratio: -1.01 (bottom quartile).
Yield to maturity (debt): 6.03% (top quartile).
Modified duration: 0.11 yrs (lower mid).

PGIM India Insta Cash Fund

Bottom quartile AUM (₹573 Cr).
Oldest track record among peers (18 yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 6.64% (bottom quartile).
1M return: 0.49% (bottom quartile).
Sharpe: 2.91 (bottom quartile).
Information ratio: -0.36 (bottom quartile).
Yield to maturity (debt): 5.95% (bottom quartile).
Modified duration: 0.09 yrs (top quartile).

Edelweiss Liquid Fund

Upper mid AUM (₹10,621 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 6.64% (bottom quartile).
1M return: 0.49% (bottom quartile).
Sharpe: 3.25 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 5.98% (lower mid).
Modified duration: 0.18 yrs (bottom quartile).

1 సంవత్సరం అత్యధిక రాబడితో టాప్ 5 అల్ట్రా షార్ట్ టర్మ్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth	₹34.9131 ↑ 0.04	₹297	1.3	5.9	13.7	8.8		0%		1Y 15D
Aditya Birla Sun Life Savings Fund Growth	₹563.59 ↑ 0.11	₹22,389	1.6	3.4	7.6	7.5	7.9	6.81%	5M 19D	6M 22D
ICICI Prudential Ultra Short Term Fund Growth	₹28.435 ↑ 0.01	₹17,841	1.6	3.2	7.2	7.2	7.5	6.64%	4M 24D	6M 11D
SBI Magnum Ultra Short Duration Fund Growth	₹6,128.85 ↑ 1.07	₹14,505	1.5	3.1	7.1	7.2	7.4	6.39%	4M 20D	5M 26D
Invesco India Ultra Short Term Fund Growth	₹2,763.76 ↑ 0.40	₹1,259	1.5	3	7	7	7.5	6.37%	4M 23D	5M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin India Ultra Short Bond Fund - Super Institutional Plan	Aditya Birla Sun Life Savings Fund	ICICI Prudential Ultra Short Term Fund	SBI Magnum Ultra Short Duration Fund	Invesco India Ultra Short Term Fund
Point 1	Bottom quartile AUM (₹297 Cr).	Highest AUM (₹22,389 Cr).	Upper mid AUM (₹17,841 Cr).	Lower mid AUM (₹14,505 Cr).	Bottom quartile AUM (₹1,259 Cr).
Point 2	Established history (17+ yrs).	Established history (22+ yrs).	Established history (14+ yrs).	Oldest track record among peers (26 yrs).	Established history (14+ yrs).
Point 3	Rating: 1★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Low.	Risk profile: Moderate.
Point 5	1Y return: 13.69% (top quartile).	1Y return: 7.64% (upper mid).	1Y return: 7.24% (lower mid).	1Y return: 7.10% (bottom quartile).	1Y return: 6.99% (bottom quartile).
Point 6	1M return: 0.59% (top quartile).	1M return: 0.57% (upper mid).	1M return: 0.54% (lower mid).	1M return: 0.54% (bottom quartile).	1M return: 0.50% (bottom quartile).
Point 7	Sharpe: 2.57 (lower mid).	Sharpe: 3.40 (top quartile).	Sharpe: 2.79 (upper mid).	Sharpe: 2.48 (bottom quartile).	Sharpe: 2.37 (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): 0.00% (bottom quartile).	Yield to maturity (debt): 6.81% (top quartile).	Yield to maturity (debt): 6.64% (upper mid).	Yield to maturity (debt): 6.39% (lower mid).	Yield to maturity (debt): 6.37% (bottom quartile).
Point 10	Modified duration: 0.00 yrs (top quartile).	Modified duration: 0.47 yrs (bottom quartile).	Modified duration: 0.40 yrs (bottom quartile).	Modified duration: 0.39 yrs (upper mid).	Modified duration: 0.40 yrs (lower mid).

Franklin India Ultra Short Bond Fund - Super Institutional Plan

Bottom quartile AUM (₹297 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderate.
1Y return: 13.69% (top quartile).
1M return: 0.59% (top quartile).
Sharpe: 2.57 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 0.00% (bottom quartile).
Modified duration: 0.00 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

Highest AUM (₹22,389 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.64% (upper mid).
1M return: 0.57% (upper mid).
Sharpe: 3.40 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.81% (top quartile).
Modified duration: 0.47 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

Upper mid AUM (₹17,841 Cr).
Established history (14+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
1Y return: 7.24% (lower mid).
1M return: 0.54% (lower mid).
Sharpe: 2.79 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.64% (upper mid).
Modified duration: 0.40 yrs (bottom quartile).

SBI Magnum Ultra Short Duration Fund

Lower mid AUM (₹14,505 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Low.
1Y return: 7.10% (bottom quartile).
1M return: 0.54% (bottom quartile).
Sharpe: 2.48 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.39% (lower mid).
Modified duration: 0.39 yrs (upper mid).

Invesco India Ultra Short Term Fund

Bottom quartile AUM (₹1,259 Cr).
Established history (14+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.99% (bottom quartile).
1M return: 0.50% (bottom quartile).
Sharpe: 2.37 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.37% (bottom quartile).
Modified duration: 0.40 yrs (lower mid).

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3 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 షార్ట్ టర్మ్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Franklin India Short Term Income Plan - Retail Plan Growth	₹15,041.3 ↑ 0.11	₹13	192.1	192.1	192.1	47.3		0%
HDFC Short Term Debt Fund Growth	₹32.9538 ↑ 0.00	₹17,947	2	2.8	8.3	7.9	8.3	6.98%	2Y 3M 14D	3Y 5M 8D
ICICI Prudential Short Term Fund Growth	₹61.9521 ↑ 0.01	₹22,880	2	3.1	8.3	7.8	7.8	7.19%	2Y 7M 13D	4Y 8M 12D
Axis Short Term Fund Growth	₹31.8337 ↓ 0.00	₹12,346	2	2.9	8.6	7.7	8	6.88%	2Y 2M 19D	2Y 8M 26D
Nippon India Short Term Fund Growth	₹54.3539 ↑ 0.00	₹9,297	2	2.8	8.6	7.7	8	7.04%	2Y 8M 1D	3Y 3M 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin India Short Term Income Plan - Retail Plan	HDFC Short Term Debt Fund	ICICI Prudential Short Term Fund	Axis Short Term Fund	Nippon India Short Term Fund
Point 1	Bottom quartile AUM (₹13 Cr).	Upper mid AUM (₹17,947 Cr).	Highest AUM (₹22,880 Cr).	Lower mid AUM (₹12,346 Cr).	Bottom quartile AUM (₹9,297 Cr).
Point 2	Established history (23+ yrs).	Established history (15+ yrs).	Oldest track record among peers (24 yrs).	Established history (15+ yrs).	Established history (22+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	1Y return: 192.10% (top quartile).	1Y return: 8.34% (bottom quartile).	1Y return: 8.30% (bottom quartile).	1Y return: 8.63% (upper mid).	1Y return: 8.57% (lower mid).
Point 6	1M return: 192.10% (top quartile).	1M return: 0.62% (lower mid).	1M return: 0.68% (upper mid).	1M return: 0.59% (bottom quartile).	1M return: 0.59% (bottom quartile).
Point 7	Sharpe: -90.89 (bottom quartile).	Sharpe: 1.44 (bottom quartile).	Sharpe: 1.59 (upper mid).	Sharpe: 1.73 (top quartile).	Sharpe: 1.45 (lower mid).
Point 8	Information ratio: -2.42 (bottom quartile).	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 0.00% (bottom quartile).	Yield to maturity (debt): 6.98% (lower mid).	Yield to maturity (debt): 7.19% (top quartile).	Yield to maturity (debt): 6.88% (bottom quartile).	Yield to maturity (debt): 7.04% (upper mid).
Point 10	Modified duration: 0.00 yrs (top quartile).	Modified duration: 2.29 yrs (lower mid).	Modified duration: 2.62 yrs (bottom quartile).	Modified duration: 2.22 yrs (upper mid).	Modified duration: 2.67 yrs (bottom quartile).

Franklin India Short Term Income Plan - Retail Plan

Bottom quartile AUM (₹13 Cr).
Established history (23+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderate.
1Y return: 192.10% (top quartile).
1M return: 192.10% (top quartile).
Sharpe: -90.89 (bottom quartile).
Information ratio: -2.42 (bottom quartile).
Yield to maturity (debt): 0.00% (bottom quartile).
Modified duration: 0.00 yrs (top quartile).

HDFC Short Term Debt Fund

Upper mid AUM (₹17,947 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.34% (bottom quartile).
1M return: 0.62% (lower mid).
Sharpe: 1.44 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.98% (lower mid).
Modified duration: 2.29 yrs (lower mid).

ICICI Prudential Short Term Fund

Highest AUM (₹22,880 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
1Y return: 8.30% (bottom quartile).
1M return: 0.68% (upper mid).
Sharpe: 1.59 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.19% (top quartile).
Modified duration: 2.62 yrs (bottom quartile).

Axis Short Term Fund

Lower mid AUM (₹12,346 Cr).
Established history (15+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.63% (upper mid).
1M return: 0.59% (bottom quartile).
Sharpe: 1.73 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.88% (bottom quartile).
Modified duration: 2.22 yrs (upper mid).

Nippon India Short Term Fund

Bottom quartile AUM (₹9,297 Cr).
Established history (22+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 8.57% (lower mid).
1M return: 0.59% (bottom quartile).
Sharpe: 1.45 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.04% (upper mid).
Modified duration: 2.67 yrs (bottom quartile).

3 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 గిల్ట్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
ICICI Prudential Gilt Fund Growth	₹104.335 ↓ -0.02	₹9,146	2	0.7	7.1	7.7	8.2	7.13%	6Y 1M 28D	17Y 5M 1D
Axis Gilt Fund Growth	₹25.7925 ↓ -0.02	₹576	2.4	-0.6	5.9	7.5	10	6.77%	7Y 3M 25D	18Y 6M 4D
SBI Magnum Gilt Fund Growth	₹66.5675 ↓ -0.06	₹11,055	2.4	-0.9	5.6	7.3	8.9	6.93%	8Y 5M 12D	16Y 4M 17D
Bandhan Government Securities Fund - Investment Plan Growth	₹35.403 ↓ -0.01	₹2,343	2.7	-1.4	4.3	7.1	10.6	6.67%	5Y 6M 14D	7Y 3M 7D
DSP Government Securities Fund Growth	₹95.9607 ↓ -0.10	₹1,342	1.8	-1.7	4.7	7.1	10.1	7.07%	10Y 10M 20D	28Y 6M 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Gilt Fund	Axis Gilt Fund	SBI Magnum Gilt Fund	Bandhan Government Securities Fund - Investment Plan	DSP Government Securities Fund
Point 1	Upper mid AUM (₹9,146 Cr).	Bottom quartile AUM (₹576 Cr).	Highest AUM (₹11,055 Cr).	Lower mid AUM (₹2,343 Cr).	Bottom quartile AUM (₹1,342 Cr).
Point 2	Oldest track record among peers (26 yrs).	Established history (13+ yrs).	Established history (24+ yrs).	Established history (16+ yrs).	Established history (26+ yrs).
Point 3	Top rated.	Rating: 1★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 7.05% (top quartile).	1Y return: 5.91% (upper mid).	1Y return: 5.60% (lower mid).	1Y return: 4.33% (bottom quartile).	1Y return: 4.69% (bottom quartile).
Point 6	1M return: 0.02% (bottom quartile).	1M return: 0.05% (lower mid).	1M return: 0.17% (upper mid).	1M return: 0.40% (top quartile).	1M return: -0.40% (bottom quartile).
Point 7	Sharpe: 0.35 (top quartile).	Sharpe: -0.11 (upper mid).	Sharpe: -0.19 (lower mid).	Sharpe: -0.44 (bottom quartile).	Sharpe: -0.30 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.13% (top quartile).	Yield to maturity (debt): 6.77% (bottom quartile).	Yield to maturity (debt): 6.93% (lower mid).	Yield to maturity (debt): 6.67% (bottom quartile).	Yield to maturity (debt): 7.07% (upper mid).
Point 10	Modified duration: 6.16 yrs (upper mid).	Modified duration: 7.32 yrs (lower mid).	Modified duration: 8.45 yrs (bottom quartile).	Modified duration: 5.54 yrs (top quartile).	Modified duration: 10.89 yrs (bottom quartile).

ICICI Prudential Gilt Fund

Upper mid AUM (₹9,146 Cr).
Oldest track record among peers (26 yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.05% (top quartile).
1M return: 0.02% (bottom quartile).
Sharpe: 0.35 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.13% (top quartile).
Modified duration: 6.16 yrs (upper mid).

Axis Gilt Fund

Bottom quartile AUM (₹576 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderate.
1Y return: 5.91% (upper mid).
1M return: 0.05% (lower mid).
Sharpe: -0.11 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.77% (bottom quartile).
Modified duration: 7.32 yrs (lower mid).

SBI Magnum Gilt Fund

Highest AUM (₹11,055 Cr).
Established history (24+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 5.60% (lower mid).
1M return: 0.17% (upper mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.93% (lower mid).
Modified duration: 8.45 yrs (bottom quartile).

Bandhan Government Securities Fund - Investment Plan

Lower mid AUM (₹2,343 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
1Y return: 4.33% (bottom quartile).
1M return: 0.40% (top quartile).
Sharpe: -0.44 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.67% (bottom quartile).
Modified duration: 5.54 yrs (top quartile).

DSP Government Securities Fund

Bottom quartile AUM (₹1,342 Cr).
Established history (26+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 4.69% (bottom quartile).
1M return: -0.40% (bottom quartile).
Sharpe: -0.30 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.07% (upper mid).
Modified duration: 10.89 yrs (bottom quartile).

3 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 డైనమిక్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Franklin India Dynamic Accrual Fund Growth	₹94.788 ↑ 0.84	₹99	2.4	22.4	31.9	11.7		0%		3M 18D
IIFL Dynamic Bond Fund Growth	₹23.3099 ↑ 0.00	₹639	3	2.7	9.2	8.4	9.6	7.15%	4Y 11M 7D	6Y 10M 20D
Nippon India Dynamic Bond Fund Growth	₹38.1461 ↑ 0.00	₹4,288	1.9	1.1	8	8	9	6.79%	3Y 10M 10D	4Y 7M 24D
ICICI Prudential Long Term Plan Growth	₹37.7407 ↑ 0.00	₹14,941	2	1.8	7.6	7.7	8.2	7.57%	4Y 9M 14D	12Y 4M 24D
Aditya Birla Sun Life Dynamic Bond Fund Growth	₹47.2746 ↓ -0.01	₹1,918	2.2	1	7.7	7.7	8.8	7.59%	6Y 3M 4D	12Y 5M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22

Research Highlights & Commentary of 5 Funds showcased

Commentary	Franklin India Dynamic Accrual Fund	IIFL Dynamic Bond Fund	Nippon India Dynamic Bond Fund	ICICI Prudential Long Term Plan	Aditya Birla Sun Life Dynamic Bond Fund
Point 1	Bottom quartile AUM (₹99 Cr).	Bottom quartile AUM (₹639 Cr).	Upper mid AUM (₹4,288 Cr).	Highest AUM (₹14,941 Cr).	Lower mid AUM (₹1,918 Cr).
Point 2	Oldest track record among peers (28 yrs).	Established history (12+ yrs).	Established history (21+ yrs).	Established history (15+ yrs).	Established history (21+ yrs).
Point 3	Rating: 1★ (lower mid).	Not Rated.	Not Rated.	Top rated.	Rating: 3★ (upper mid).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 31.90% (top quartile).	1Y return: 9.18% (upper mid).	1Y return: 7.96% (lower mid).	1Y return: 7.58% (bottom quartile).	1Y return: 7.67% (bottom quartile).
Point 6	1M return: 1.43% (top quartile).	1M return: 0.65% (upper mid).	1M return: 0.49% (lower mid).	1M return: 0.30% (bottom quartile).	1M return: 0.41% (bottom quartile).
Point 7	Sharpe: 1.19 (top quartile).	Sharpe: 0.85 (upper mid).	Sharpe: 0.55 (bottom quartile).	Sharpe: 0.65 (lower mid).	Sharpe: 0.33 (bottom quartile).
Point 8	Information ratio: 0.42 (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): 7.15% (lower mid).	Yield to maturity (debt): 6.79% (bottom quartile).	Yield to maturity (debt): 7.57% (upper mid).	Yield to maturity (debt): 7.59% (top quartile).
Point 10	Modified duration: 0.00 yrs (top quartile).	Modified duration: 4.94 yrs (bottom quartile).	Modified duration: 3.86 yrs (upper mid).	Modified duration: 4.79 yrs (lower mid).	Modified duration: 6.26 yrs (bottom quartile).

Franklin India Dynamic Accrual Fund

Bottom quartile AUM (₹99 Cr).
Oldest track record among peers (28 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderate.
1Y return: 31.90% (top quartile).
1M return: 1.43% (top quartile).
Sharpe: 1.19 (top quartile).
Information ratio: 0.42 (top quartile).
Yield to maturity (debt): 0.00% (bottom quartile).
Modified duration: 0.00 yrs (top quartile).

IIFL Dynamic Bond Fund

Bottom quartile AUM (₹639 Cr).
Established history (12+ yrs).
Not Rated.
Risk profile: Moderate.
1Y return: 9.18% (upper mid).
1M return: 0.65% (upper mid).
Sharpe: 0.85 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.15% (lower mid).
Modified duration: 4.94 yrs (bottom quartile).

Nippon India Dynamic Bond Fund

Upper mid AUM (₹4,288 Cr).
Established history (21+ yrs).
Not Rated.
Risk profile: Moderate.
1Y return: 7.96% (lower mid).
1M return: 0.49% (lower mid).
Sharpe: 0.55 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.79% (bottom quartile).
Modified duration: 3.86 yrs (upper mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,941 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.58% (bottom quartile).
1M return: 0.30% (bottom quartile).
Sharpe: 0.65 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.57% (upper mid).
Modified duration: 4.79 yrs (lower mid).

Aditya Birla Sun Life Dynamic Bond Fund

Lower mid AUM (₹1,918 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
1Y return: 7.67% (bottom quartile).
1M return: 0.41% (bottom quartile).
Sharpe: 0.33 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.59% (top quartile).
Modified duration: 6.26 yrs (bottom quartile).

అత్యధిక రాబడితో ఉత్తమ ఈక్విటీ మ్యూచువల్ ఫండ్‌లు 2022

ఈక్విటీ ఫండ్స్ ప్రధానంగా స్టాక్స్ లేదా కంపెనీల షేర్లలో పెట్టుబడి పెడతాయి. ఈక్విటీ ఫండ్‌ను కొనుగోలు చేయడం అనేది నేరుగా కంపెనీని ప్రారంభించకుండా వ్యాపారాన్ని (తక్కువ నిష్పత్తిలో) సొంతం చేసుకోవడానికి ఉత్తమ మార్గాలలో ఒకటి. ఈ ఫండ్స్ స్టాక్స్‌లో ఇన్వెస్ట్ చేయడం వల్ల అవి అస్థిర స్వభావం కలిగి ఉంటాయి. కానీ, దీర్ఘకాలంలో అధిక రాబడిని అందించగల గొప్ప సామర్థ్యాన్ని కలిగి ఉన్నారు. వంటి వివిధ రకాల ఈక్విటీ ఫండ్‌లు ఉన్నాయిలార్జ్ క్యాప్ ఫండ్స్,మిడ్ క్యాప్ &స్మాల్ క్యాప్ ఫండ్స్,డైవర్సిఫైడ్ ఫండ్స్,రంగ నిధులు, మొదలైనవి. ఈక్విటీలలో పెట్టుబడి పెట్టాలని ప్లాన్ చేస్తున్న పెట్టుబడిదారులు అధిక-అపాయకరమైన ఆకలి మరియు ఆదర్శంగా 5-10 సంవత్సరాలు & అంతకంటే ఎక్కువ కాలం పాటు పెట్టుబడి పెట్టాలి. క్రింది ఉన్నాయిఉత్తమ ఈక్విటీ మ్యూచువల్ ఫండ్స్ అత్యధిక రాబడితో.

5 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 లార్జ్ క్యాప్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Large Cap Fund Growth	₹94.4531 ↑ 0.09	₹48,871	4.1	6	7.8	18.8	22.5	18.2
ICICI Prudential Bluechip Fund Growth	₹116.27 ↑ 0.02	₹75,863	5.6	7	9.5	18	20	16.9
HDFC Top 100 Fund Growth	₹1,181.86 ↑ 1.06	₹39,779	4.8	5.3	5.5	15.5	19.3	11.6
TATA Large Cap Fund Growth	₹525.138 ↓ -0.10	₹2,790	6.4	6	6.5	14.5	17.8	12.9
Invesco India Largecap Fund Growth	₹72.08 ↑ 0.16	₹1,686	4.7	5.7	5.6	17	17.7	20
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	HDFC Top 100 Fund	TATA Large Cap Fund	Invesco India Largecap Fund
Point 1	Upper mid AUM (₹48,871 Cr).	Highest AUM (₹75,863 Cr).	Lower mid AUM (₹39,779 Cr).	Bottom quartile AUM (₹2,790 Cr).	Bottom quartile AUM (₹1,686 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (29 yrs).	Established history (27+ yrs).	Established history (16+ 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 High.	Risk profile: Moderately High.
Point 5	5Y return: 22.46% (top quartile).	5Y return: 20.04% (upper mid).	5Y return: 19.26% (lower mid).	5Y return: 17.78% (bottom quartile).	5Y return: 17.71% (bottom quartile).
Point 6	3Y return: 18.85% (top quartile).	3Y return: 18.05% (upper mid).	3Y return: 15.52% (bottom quartile).	3Y return: 14.54% (bottom quartile).	3Y return: 16.96% (lower mid).
Point 7	1Y return: 7.79% (upper mid).	1Y return: 9.54% (top quartile).	1Y return: 5.52% (bottom quartile).	1Y return: 6.49% (lower mid).	1Y return: 5.61% (bottom quartile).
Point 8	Alpha: 0.46 (upper mid).	Alpha: 0.55 (top quartile).	Alpha: -2.94 (bottom quartile).	Alpha: -0.86 (bottom quartile).	Alpha: 0.09 (lower mid).
Point 9	Sharpe: 0.15 (top quartile).	Sharpe: 0.12 (upper mid).	Sharpe: -0.20 (bottom quartile).	Sharpe: 0.00 (bottom quartile).	Sharpe: 0.08 (lower mid).
Point 10	Information ratio: 1.44 (top quartile).	Information ratio: 1.23 (upper mid).	Information ratio: 0.60 (bottom quartile).	Information ratio: 0.37 (bottom quartile).	Information ratio: 0.72 (lower mid).

Nippon India Large Cap Fund

Upper mid AUM (₹48,871 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 22.46% (top quartile).
3Y return: 18.85% (top quartile).
1Y return: 7.79% (upper mid).
Alpha: 0.46 (upper mid).
Sharpe: 0.15 (top quartile).
Information ratio: 1.44 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹75,863 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.04% (upper mid).
3Y return: 18.05% (upper mid).
1Y return: 9.54% (top quartile).
Alpha: 0.55 (top quartile).
Sharpe: 0.12 (upper mid).
Information ratio: 1.23 (upper mid).

HDFC Top 100 Fund

Lower mid AUM (₹39,779 Cr).
Oldest track record among peers (29 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.26% (lower mid).
3Y return: 15.52% (bottom quartile).
1Y return: 5.52% (bottom quartile).
Alpha: -2.94 (bottom quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.60 (bottom quartile).

TATA Large Cap Fund

Bottom quartile AUM (₹2,790 Cr).
Established history (27+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.78% (bottom quartile).
3Y return: 14.54% (bottom quartile).
1Y return: 6.49% (lower mid).
Alpha: -0.86 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: 0.37 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,686 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.71% (bottom quartile).
3Y return: 16.96% (lower mid).
1Y return: 5.61% (bottom quartile).
Alpha: 0.09 (lower mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.72 (lower mid).

5 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 మిడ్ & స్మాల్ క్యాప్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Motilal Oswal Midcap 30 Fund Growth	₹103.337 ↓ -0.18	₹37,501	0.2	4.1	-3.5	26.4	29.8	57.1
Nippon India Small Cap Fund Growth	₹168.843 ↓ -0.53	₹68,969	1.5	2.6	-3.4	21.5	29.3	26.1
HDFC Small Cap Fund Growth	₹140.643 ↓ -0.78	₹38,412	0	4.7	1.5	21	27	20.4
HDFC Mid-Cap Opportunities Fund Growth	₹204.824 ↓ -0.17	₹89,383	6.6	8.9	9.7	26	27	28.6
Edelweiss Mid Cap Fund Growth	₹104.687 ↓ -0.09	₹12,647	4.4	7.1	5.6	25.2	26.3	38.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	HDFC Small Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund
Point 1	Bottom quartile AUM (₹37,501 Cr).	Upper mid AUM (₹68,969 Cr).	Lower mid AUM (₹38,412 Cr).	Highest AUM (₹89,383 Cr).	Bottom quartile AUM (₹12,647 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (17+ yrs).	Oldest track record among peers (18 yrs).	Established history (17+ yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper 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 High.	Risk profile: High.
Point 5	5Y return: 29.80% (top quartile).	5Y return: 29.32% (upper mid).	5Y return: 26.97% (lower mid).	5Y return: 26.96% (bottom quartile).	5Y return: 26.35% (bottom quartile).
Point 6	3Y return: 26.36% (top quartile).	3Y return: 21.54% (bottom quartile).	3Y return: 21.01% (bottom quartile).	3Y return: 25.98% (upper mid).	3Y return: 25.23% (lower mid).
Point 7	1Y return: -3.50% (bottom quartile).	1Y return: -3.39% (bottom quartile).	1Y return: 1.52% (lower mid).	1Y return: 9.72% (top quartile).	1Y return: 5.62% (upper mid).
Point 8	Alpha: -4.22 (bottom quartile).	Alpha: -2.66 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 1.17 (top quartile).	Alpha: -0.23 (lower mid).
Point 9	Sharpe: -0.13 (bottom quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: -0.07 (lower mid).	Sharpe: 0.15 (top quartile).	Sharpe: 0.07 (upper mid).
Point 10	Information ratio: 0.20 (upper mid).	Information ratio: -0.11 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.61 (top quartile).	Information ratio: 0.18 (lower mid).

Motilal Oswal Midcap 30 Fund

Bottom quartile AUM (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 29.80% (top quartile).
3Y return: 26.36% (top quartile).
1Y return: -3.50% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (bottom quartile).
Information ratio: 0.20 (upper mid).

Nippon India Small Cap Fund

Upper mid AUM (₹68,969 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 29.32% (upper mid).
3Y return: 21.54% (bottom quartile).
1Y return: -3.39% (bottom quartile).
Alpha: -2.66 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.11 (bottom quartile).

HDFC Small Cap Fund

Lower mid AUM (₹38,412 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.97% (lower mid).
3Y return: 21.01% (bottom quartile).
1Y return: 1.52% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.07 (lower mid).
Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹89,383 Cr).
Oldest track record among peers (18 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.96% (bottom quartile).
3Y return: 25.98% (upper mid).
1Y return: 9.72% (top quartile).
Alpha: 1.17 (top quartile).
Sharpe: 0.15 (top quartile).
Information ratio: 0.61 (top quartile).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 26.35% (bottom quartile).
3Y return: 25.23% (lower mid).
1Y return: 5.62% (upper mid).
Alpha: -0.23 (lower mid).
Sharpe: 0.07 (upper mid).
Information ratio: 0.18 (lower mid).

5 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 డైవర్సిఫైడ్ ఫండ్‌లు లేదా మల్టీ క్యాప్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Multi Cap Fund Growth	₹303.99 ↓ -0.20	₹49,314	1.7	3.5	3.8	21.6	27.3	25.8
HDFC Equity Fund Growth	₹2,081.96 ↓ -2.41	₹91,041	4.8	6.8	10.3	21.1	26.1	23.5
Mahindra Badhat Yojana Growth	₹36.3274 ↓ -0.08	₹6,055	4.5	6.3	5.5	19.3	23.1	23.4
JM Multicap Fund Growth	₹98.7894 ↓ -0.31	₹6,080	2.4	2.4	-4	20.7	22.1	33.3
ICICI Prudential Multicap Fund Growth	₹803.88 ↓ -1.01	₹16,067	2.4	2.6	3.4	19.3	21.5	20.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Multi Cap Fund	HDFC Equity Fund	Mahindra Badhat Yojana	JM Multicap Fund	ICICI Prudential Multicap Fund
Point 1	Upper mid AUM (₹49,314 Cr).	Highest AUM (₹91,041 Cr).	Bottom quartile AUM (₹6,055 Cr).	Bottom quartile AUM (₹6,080 Cr).	Lower mid AUM (₹16,067 Cr).
Point 2	Established history (20+ yrs).	Established history (30+ yrs).	Established history (8+ yrs).	Established history (17+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Not Rated.	Top rated.	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 27.32% (top quartile).	5Y return: 26.11% (upper mid).	5Y return: 23.12% (lower mid).	5Y return: 22.08% (bottom quartile).	5Y return: 21.51% (bottom quartile).
Point 6	3Y return: 21.62% (top quartile).	3Y return: 21.14% (upper mid).	3Y return: 19.29% (bottom quartile).	3Y return: 20.66% (lower mid).	3Y return: 19.31% (bottom quartile).
Point 7	1Y return: 3.77% (lower mid).	1Y return: 10.31% (top quartile).	1Y return: 5.48% (upper mid).	1Y return: -3.98% (bottom quartile).	1Y return: 3.35% (bottom quartile).
Point 8	Alpha: -0.58 (lower mid).	Alpha: 3.93 (top quartile).	Alpha: 0.43 (upper mid).	Alpha: -10.27 (bottom quartile).	Alpha: -2.69 (bottom quartile).
Point 9	Sharpe: -0.07 (lower mid).	Sharpe: 0.39 (top quartile).	Sharpe: 0.00 (upper mid).	Sharpe: -0.64 (bottom quartile).	Sharpe: -0.23 (bottom quartile).
Point 10	Information ratio: 0.64 (lower mid).	Information ratio: 1.44 (top quartile).	Information ratio: 0.13 (bottom quartile).	Information ratio: 0.89 (upper mid).	Information ratio: 0.24 (bottom quartile).

Nippon India Multi Cap Fund

Upper mid AUM (₹49,314 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.32% (top quartile).
3Y return: 21.62% (top quartile).
1Y return: 3.77% (lower mid).
Alpha: -0.58 (lower mid).
Sharpe: -0.07 (lower mid).
Information ratio: 0.64 (lower mid).

HDFC Equity Fund

Highest AUM (₹91,041 Cr).
Established history (30+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.11% (upper mid).
3Y return: 21.14% (upper mid).
1Y return: 10.31% (top quartile).
Alpha: 3.93 (top quartile).
Sharpe: 0.39 (top quartile).
Information ratio: 1.44 (top quartile).

Mahindra Badhat Yojana

Bottom quartile AUM (₹6,055 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 23.12% (lower mid).
3Y return: 19.29% (bottom quartile).
1Y return: 5.48% (upper mid).
Alpha: 0.43 (upper mid).
Sharpe: 0.00 (upper mid).
Information ratio: 0.13 (bottom quartile).

JM Multicap Fund

Bottom quartile AUM (₹6,080 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 22.08% (bottom quartile).
3Y return: 20.66% (lower mid).
1Y return: -3.98% (bottom quartile).
Alpha: -10.27 (bottom quartile).
Sharpe: -0.64 (bottom quartile).
Information ratio: 0.89 (upper mid).

ICICI Prudential Multicap Fund

Lower mid AUM (₹16,067 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.51% (bottom quartile).
3Y return: 19.31% (bottom quartile).
1Y return: 3.35% (bottom quartile).
Alpha: -2.69 (bottom quartile).
Sharpe: -0.23 (bottom quartile).
Information ratio: 0.24 (bottom quartile).

5 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 సెక్టార్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Infrastructure Fund Growth	₹198.59 ↑ 0.11	₹8,232	3.6	3	5.7	25.8	33.4	27.4
HDFC Infrastructure Fund Growth	₹48.214 ↓ -0.06	₹2,586	2.7	2	3	25.9	31.3	23
SBI PSU Fund Growth	₹33.767 ↓ -0.19	₹5,714	10.4	6.1	5.6	28	30.8	23.5
Franklin Build India Fund Growth	₹145.613 ↓ -0.22	₹3,088	4.4	5.5	2.6	26.1	29.4	27.8
DSP India T.I.G.E.R Fund Growth	₹317.672 ↓ -0.64	₹5,506	3	3.6	-2.9	24.9	29.3	32.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Infrastructure Fund	HDFC Infrastructure Fund	SBI PSU Fund	Franklin Build India Fund	DSP India T.I.G.E.R Fund
Point 1	Highest AUM (₹8,232 Cr).	Bottom quartile AUM (₹2,586 Cr).	Upper mid AUM (₹5,714 Cr).	Bottom quartile AUM (₹3,088 Cr).	Lower mid AUM (₹5,506 Cr).
Point 2	Established history (20+ yrs).	Established history (17+ yrs).	Established history (15+ yrs).	Established history (16+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 4★ (upper mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 33.40% (top quartile).	5Y return: 31.31% (upper mid).	5Y return: 30.78% (lower mid).	5Y return: 29.43% (bottom quartile).	5Y return: 29.27% (bottom quartile).
Point 6	3Y return: 25.76% (bottom quartile).	3Y return: 25.95% (lower mid).	3Y return: 28.00% (top quartile).	3Y return: 26.10% (upper mid).	3Y return: 24.90% (bottom quartile).
Point 7	1Y return: 5.68% (top quartile).	1Y return: 2.96% (lower mid).	1Y return: 5.60% (upper mid).	1Y return: 2.56% (bottom quartile).	1Y return: -2.85% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -0.58 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.00 (upper mid).	Sharpe: -0.15 (bottom quartile).	Sharpe: 0.09 (top quartile).	Sharpe: -0.11 (lower mid).	Sharpe: -0.33 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.57 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).

ICICI Prudential Infrastructure Fund

Highest AUM (₹8,232 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 33.40% (top quartile).
3Y return: 25.76% (bottom quartile).
1Y return: 5.68% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.00 (upper mid).
Information ratio: 0.00 (top quartile).

HDFC Infrastructure Fund

Bottom quartile AUM (₹2,586 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 31.31% (upper mid).
3Y return: 25.95% (lower mid).
1Y return: 2.96% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.15 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI PSU Fund

Upper mid AUM (₹5,714 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 30.78% (lower mid).
3Y return: 28.00% (top quartile).
1Y return: 5.60% (upper mid).
Alpha: -0.58 (bottom quartile).
Sharpe: 0.09 (top quartile).
Information ratio: -0.57 (bottom quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,088 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 29.43% (bottom quartile).
3Y return: 26.10% (upper mid).
1Y return: 2.56% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (lower mid).

DSP India T.I.G.E.R Fund

Lower mid AUM (₹5,506 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 29.27% (bottom quartile).
3Y return: 24.90% (bottom quartile).
1Y return: -2.85% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

అత్యధిక రాబడి 2022తో ఉత్తమ హైబ్రిడ్ మ్యూచువల్ ఫండ్‌లు

హైబ్రిడ్ ఫండ్స్, అని కూడా పిలుస్తారుబ్యాలెన్స్‌డ్ ఫండ్ రుణం మరియు ఈక్విటీ రెండింటి కలయికలో. డెట్ హైబ్రిడ్ ఫండ్ డెట్ సెక్యూరిటీలలో పెట్టుబడిలో ఎక్కువ భాగాన్ని కలిగి ఉండవచ్చు మరియు ఈక్విటీ హైబ్రిడ్ ఈక్విటీ సాధనాలలో ఎక్కువ భాగాన్ని కలిగి ఉంటుంది. బ్యాలెన్స్‌డ్ ఫండ్‌లు పెట్టుబడిదారులను ఆనందించడానికి మాత్రమే అనుమతిస్తాయిరాజధాని పెరుగుదల, కానీ కూడా పొందండిస్థిర ఆదాయం రెగ్యులర్ వ్యవధిలో.

3 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 హైబ్రిడ్ డెట్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential MIP 25 Growth	₹77.8829 ↓ -0.02	₹3,376	2.3	3.8	8.4	10.2	9.5	11.4
SBI Debt Hybrid Fund Growth	₹74.7027 ↓ -0.01	₹9,953	3	3.6	7.2	10.2	10.4	11
Kotak Debt Hybrid Fund Growth	₹59.5426 ↓ -0.08	₹3,124	3.2	1.5	5.3	10.1	10.1	11.4
DSP Regular Savings Fund Growth	₹59.916 ↓ -0.01	₹180	2.3	2.3	7	10	8.4	11
HDFC Hybrid Debt Fund Growth	₹83.6135 ↓ -0.01	₹3,379	2.9	1.3	5.6	9.9	10.4	10.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential MIP 25	SBI Debt Hybrid Fund	Kotak Debt Hybrid Fund	DSP Regular Savings Fund	HDFC Hybrid Debt Fund
Point 1	Lower mid AUM (₹3,376 Cr).	Highest AUM (₹9,953 Cr).	Bottom quartile AUM (₹3,124 Cr).	Bottom quartile AUM (₹180 Cr).	Upper mid AUM (₹3,379 Cr).
Point 2	Established history (21+ yrs).	Oldest track record among peers (24 yrs).	Established history (22+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 9.51% (bottom quartile).	5Y return: 10.36% (upper mid).	5Y return: 10.08% (lower mid).	5Y return: 8.40% (bottom quartile).	5Y return: 10.45% (top quartile).
Point 6	3Y return: 10.22% (top quartile).	3Y return: 10.18% (upper mid).	3Y return: 10.10% (lower mid).	3Y return: 10.02% (bottom quartile).	3Y return: 9.91% (bottom quartile).
Point 7	1Y return: 8.45% (top quartile).	1Y return: 7.23% (upper mid).	1Y return: 5.33% (bottom quartile).	1Y return: 6.99% (lower mid).	1Y return: 5.57% (bottom quartile).
Point 8	1M return: 0.46% (bottom quartile).	1M return: 0.99% (top quartile).	1M return: 0.27% (bottom quartile).	1M return: 0.52% (upper mid).	1M return: 0.50% (lower mid).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -2.57 (bottom quartile).	Alpha: -0.64 (bottom quartile).	Alpha: 0.00 (lower mid).
Point 10	Sharpe: 0.52 (top quartile).	Sharpe: 0.03 (lower mid).	Sharpe: -0.22 (bottom quartile).	Sharpe: 0.07 (upper mid).	Sharpe: -0.26 (bottom quartile).

ICICI Prudential MIP 25

Lower mid AUM (₹3,376 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 9.51% (bottom quartile).
3Y return: 10.22% (top quartile).
1Y return: 8.45% (top quartile).
1M return: 0.46% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.52 (top quartile).

SBI Debt Hybrid Fund

Highest AUM (₹9,953 Cr).
Oldest track record among peers (24 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderate.
5Y return: 10.36% (upper mid).
3Y return: 10.18% (upper mid).
1Y return: 7.23% (upper mid).
1M return: 0.99% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.03 (lower mid).

Kotak Debt Hybrid Fund

Bottom quartile AUM (₹3,124 Cr).
Established history (22+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
5Y return: 10.08% (lower mid).
3Y return: 10.10% (lower mid).
1Y return: 5.33% (bottom quartile).
1M return: 0.27% (bottom quartile).
Alpha: -2.57 (bottom quartile).
Sharpe: -0.22 (bottom quartile).

DSP Regular Savings Fund

Bottom quartile AUM (₹180 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.40% (bottom quartile).
3Y return: 10.02% (bottom quartile).
1Y return: 6.99% (lower mid).
1M return: 0.52% (upper mid).
Alpha: -0.64 (bottom quartile).
Sharpe: 0.07 (upper mid).

HDFC Hybrid Debt Fund

Upper mid AUM (₹3,379 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.45% (top quartile).
3Y return: 9.91% (bottom quartile).
1Y return: 5.57% (bottom quartile).
1M return: 0.50% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.26 (bottom quartile).

3 సంవత్సరాల అత్యధిక రాబడితో టాప్ 5 హైబ్రిడ్ ఈక్విటీ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Equity and Debt Fund Growth	₹412.28 ↓ -0.05	₹48,071	4.5	6.9	12.1	19	24	17.2
JM Equity Hybrid Fund Growth	₹122.368 ↓ -0.21	₹816	2.8	4	-1.3	18.8	18.5	27
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹38.17 ↓ -0.08	₹1,326	1.5	1.3	-0.5	18.2	20.5	25.8
UTI Hybrid Equity Fund Growth	₹418.134 ↑ 0.13	₹6,596	4.9	4.3	5.5	16.3	18.4	19.7
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Equity and Debt Fund	JM Equity Hybrid Fund	BOI AXA Mid and Small Cap Equity and Debt Fund	UTI Hybrid Equity Fund	Sundaram Equity Hybrid Fund
Point 1	Highest AUM (₹48,071 Cr).	Bottom quartile AUM (₹816 Cr).	Bottom quartile AUM (₹1,326 Cr).	Upper mid AUM (₹6,596 Cr).	Lower mid AUM (₹1,954 Cr).
Point 2	Established history (26+ yrs).	Oldest track record among peers (30 yrs).	Established history (9+ yrs).	Established history (30+ yrs).	Established history (25+ yrs).
Point 3	Top rated.	Rating: 1★ (bottom quartile).	Not Rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 23.99% (top quartile).	5Y return: 18.49% (lower mid).	5Y return: 20.46% (upper mid).	5Y return: 18.35% (bottom quartile).	5Y return: 14.20% (bottom quartile).
Point 6	3Y return: 19.02% (top quartile).	3Y return: 18.80% (upper mid).	3Y return: 18.22% (lower mid).	3Y return: 16.32% (bottom quartile).	3Y return: 16.03% (bottom quartile).
Point 7	1Y return: 12.10% (upper mid).	1Y return: -1.33% (bottom quartile).	1Y return: -0.47% (bottom quartile).	1Y return: 5.53% (lower mid).	1Y return: 27.10% (top quartile).
Point 8	1M return: 0.48% (lower mid).	1M return: -0.99% (bottom quartile).	1M return: -0.10% (bottom quartile).	1M return: 1.55% (upper mid).	1M return: 1.80% (top quartile).
Point 9	Alpha: 2.46 (upper mid).	Alpha: -7.75 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: -2.84 (bottom quartile).	Alpha: 5.81 (top quartile).
Point 10	Sharpe: 0.36 (upper mid).	Sharpe: -0.53 (bottom quartile).	Sharpe: -0.19 (lower mid).	Sharpe: -0.20 (bottom quartile).	Sharpe: 2.64 (top quartile).

ICICI Prudential Equity and Debt Fund

Highest AUM (₹48,071 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.99% (top quartile).
3Y return: 19.02% (top quartile).
1Y return: 12.10% (upper mid).
1M return: 0.48% (lower mid).
Alpha: 2.46 (upper mid).
Sharpe: 0.36 (upper mid).

JM Equity Hybrid Fund

Bottom quartile AUM (₹816 Cr).
Oldest track record among peers (30 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.49% (lower mid).
3Y return: 18.80% (upper mid).
1Y return: -1.33% (bottom quartile).
1M return: -0.99% (bottom quartile).
Alpha: -7.75 (bottom quartile).
Sharpe: -0.53 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,326 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 20.46% (upper mid).
3Y return: 18.22% (lower mid).
1Y return: -0.47% (bottom quartile).
1M return: -0.10% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.19 (lower mid).

UTI Hybrid Equity Fund

Upper mid AUM (₹6,596 Cr).
Established history (30+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.35% (bottom quartile).
3Y return: 16.32% (bottom quartile).
1Y return: 5.53% (lower mid).
1M return: 1.55% (upper mid).
Alpha: -2.84 (bottom quartile).
Sharpe: -0.20 (bottom quartile).

Sundaram Equity Hybrid Fund

Lower mid AUM (₹1,954 Cr).
Established history (25+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (bottom quartile).
3Y return: 16.03% (bottom quartile).
1Y return: 27.10% (top quartile).
1M return: 1.80% (top quartile).
Alpha: 5.81 (top quartile).
Sharpe: 2.64 (top quartile).

3 సంవత్సరాల అత్యధిక రాబడితో ఉత్తమ గోల్డ్ ఫండ్‌లు 2022

మ్యూచువల్ ఫండ్స్ ద్వారా బంగారాన్ని బహిర్గతం చేయాలనుకునే పెట్టుబడిదారులు ఇష్టపడవచ్చుబంగారంలో పెట్టుబడి పెడుతున్నారు నిధులు. గోల్డ్ మ్యూచువల్ ఫండ్స్ బంగారంలో పెట్టుబడి పెడతాయిETFలు (ఎక్స్ఛేంజ్-ట్రేడెడ్ ఫండ్స్). భౌతిక బంగారంలా కాకుండా, వాటిని కొనుగోలు చేయడం మరియు రీడీమ్ చేయడం సులభం. గత 3 సంవత్సరాలలో అత్యధిక రాబడిని అందించిన గోల్డ్ ఫండ్స్ క్రిందివి.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Gold Fund Growth	₹36.6966 ↓ -0.03	₹8,457	24.2	30.8	62.3	32.1	19.3	19.6
ICICI Prudential Regular Gold Savings Fund Growth	₹38.8161 ↓ 0.00	₹3,770	24.1	30.8	62	32	19.1	19.5
HDFC Gold Fund Growth	₹37.509 ↓ -0.04	₹7,092	24.2	30.8	62.1	31.9	19.2	18.9
IDBI Gold Fund Growth	₹32.5751 ↑ 0.05	₹465	23.6	30.3	61.2	31.8	19.3	18.7
Nippon India Gold Savings Fund Growth	₹48.0006 ↓ -0.03	₹4,545	24.1	30.6	62.2	31.8	19	19
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Gold Fund	ICICI Prudential Regular Gold Savings Fund	HDFC Gold Fund	IDBI Gold Fund	Nippon India Gold Savings Fund
Point 1	Highest AUM (₹8,457 Cr).	Bottom quartile AUM (₹3,770 Cr).	Upper mid AUM (₹7,092 Cr).	Bottom quartile AUM (₹465 Cr).	Lower mid AUM (₹4,545 Cr).
Point 2	Oldest track record among peers (14 yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Established history (13+ yrs).	Established history (14+ yrs).
Point 3	Top rated.	Rating: 1★ (lower mid).	Rating: 1★ (bottom quartile).	Not Rated.	Rating: 2★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 19.30% (top quartile).	5Y return: 19.09% (bottom quartile).	5Y return: 19.20% (lower mid).	5Y return: 19.26% (upper mid).	5Y return: 18.99% (bottom quartile).
Point 6	3Y return: 32.07% (top quartile).	3Y return: 32.01% (upper mid).	3Y return: 31.87% (lower mid).	3Y return: 31.82% (bottom quartile).	3Y return: 31.81% (bottom quartile).
Point 7	1Y return: 62.32% (top quartile).	1Y return: 62.04% (bottom quartile).	1Y return: 62.13% (lower mid).	1Y return: 61.15% (bottom quartile).	1Y return: 62.16% (upper mid).
Point 8	1M return: 4.15% (bottom quartile).	1M return: 4.16% (lower mid).	1M return: 4.17% (upper mid).	1M return: 4.53% (top quartile).	1M return: 3.94% (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 2.42 (top quartile).	Sharpe: 2.38 (bottom quartile).	Sharpe: 2.41 (lower mid).	Sharpe: 2.30 (bottom quartile).	Sharpe: 2.41 (upper mid).

SBI Gold Fund

Highest AUM (₹8,457 Cr).
Oldest track record among peers (14 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.30% (top quartile).
3Y return: 32.07% (top quartile).
1Y return: 62.32% (top quartile).
1M return: 4.15% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: 2.42 (top quartile).

ICICI Prudential Regular Gold Savings Fund

Bottom quartile AUM (₹3,770 Cr).
Established history (14+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.09% (bottom quartile).
3Y return: 32.01% (upper mid).
1Y return: 62.04% (bottom quartile).
1M return: 4.16% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 2.38 (bottom quartile).

HDFC Gold Fund

Upper mid AUM (₹7,092 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.20% (lower mid).
3Y return: 31.87% (lower mid).
1Y return: 62.13% (lower mid).
1M return: 4.17% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 2.41 (lower mid).

IDBI Gold Fund

Bottom quartile AUM (₹465 Cr).
Established history (13+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 19.26% (upper mid).
3Y return: 31.82% (bottom quartile).
1Y return: 61.15% (bottom quartile).
1M return: 4.53% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.30 (bottom quartile).

Nippon India Gold Savings Fund

Lower mid AUM (₹4,545 Cr).
Established history (14+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.99% (bottom quartile).
3Y return: 31.81% (bottom quartile).
1Y return: 62.16% (upper mid).
1M return: 3.94% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.41 (upper mid).

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.