అత్యధిక రాబడితో ఉత్తమ మ్యూచువల్ ఫండ్‌లు 2022

Updated on February 16, 2026 , 16151 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
IDBI Liquid Fund Growth	₹2,454.04 ↑ 0.35	₹503	0.5	1.7	3.4	6.6		6.66%	1M 7D	1M 10D
BOI AXA Liquid Fund Growth	₹3,120.97 ↑ 0.53	₹1,107	0.6	1.5	3	6.4	6.6	5.94%	2M 1D	1M 20D
Axis Liquid Fund Growth	₹3,016.75 ↑ 0.49	₹35,653	0.5	1.5	3	6.4	6.6	6.06%	1M 28D	2M 2D
Indiabulls Liquid Fund Growth	₹2,619.73 ↑ 0.40	₹165	0.5	1.5	2.9	6.4	6.6	6.02%	2M	2M 1D
Edelweiss Liquid Fund Growth	₹3,464.75 ↑ 0.54	₹10,414	0.5	1.5	3	6.4	6.5	6.03%	2M 1D	2M 1D
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 Liquid Fund	BOI AXA Liquid Fund	Axis Liquid Fund	Indiabulls Liquid Fund	Edelweiss Liquid Fund
Point 1	Bottom quartile AUM (₹503 Cr).	Lower mid AUM (₹1,107 Cr).	Highest AUM (₹35,653 Cr).	Bottom quartile AUM (₹165 Cr).	Upper mid AUM (₹10,414 Cr).
Point 2	Established history (15+ yrs).	Established history (17+ yrs).	Established history (16+ yrs).	Established history (14+ yrs).	Oldest track record among peers (18 yrs).
Point 3	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.
Point 5	1Y return: 6.55% (top quartile).	1Y return: 6.40% (upper mid).	1Y return: 6.38% (lower mid).	1Y return: 6.37% (bottom quartile).	1Y return: 6.36% (bottom quartile).
Point 6	1M return: 0.53% (bottom quartile).	1M return: 0.55% (top quartile).	1M return: 0.55% (upper mid).	1M return: 0.55% (bottom quartile).	1M return: 0.55% (lower mid).
Point 7	Sharpe: 0.20 (bottom quartile).	Sharpe: 4.02 (top quartile).	Sharpe: 3.47 (lower mid).	Sharpe: 3.18 (bottom quartile).	Sharpe: 3.82 (upper mid).
Point 8	Information ratio: -5.96 (bottom quartile).	Information ratio: 1.26 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.71 (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Yield to maturity (debt): 6.66% (top quartile).	Yield to maturity (debt): 5.94% (bottom quartile).	Yield to maturity (debt): 6.06% (upper mid).	Yield to maturity (debt): 6.02% (bottom quartile).	Yield to maturity (debt): 6.03% (lower mid).
Point 10	Modified duration: 0.10 yrs (top quartile).	Modified duration: 0.17 yrs (bottom quartile).	Modified duration: 0.16 yrs (upper mid).	Modified duration: 0.17 yrs (lower mid).	Modified duration: 0.17 yrs (bottom quartile).

IDBI Liquid Fund

Bottom quartile AUM (₹503 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Low.
1Y return: 6.55% (top quartile).
1M return: 0.53% (bottom quartile).
Sharpe: 0.20 (bottom quartile).
Information ratio: -5.96 (bottom quartile).
Yield to maturity (debt): 6.66% (top quartile).
Modified duration: 0.10 yrs (top quartile).

BOI AXA Liquid Fund

Lower mid AUM (₹1,107 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Low.
1Y return: 6.40% (upper mid).
1M return: 0.55% (top quartile).
Sharpe: 4.02 (top quartile).
Information ratio: 1.26 (top quartile).
Yield to maturity (debt): 5.94% (bottom quartile).
Modified duration: 0.17 yrs (bottom quartile).

Axis Liquid Fund

Highest AUM (₹35,653 Cr).
Established history (16+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.38% (lower mid).
1M return: 0.55% (upper mid).
Sharpe: 3.47 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.06% (upper mid).
Modified duration: 0.16 yrs (upper mid).

Indiabulls Liquid Fund

Bottom quartile AUM (₹165 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Low.
1Y return: 6.37% (bottom quartile).
1M return: 0.55% (bottom quartile).
Sharpe: 3.18 (bottom quartile).
Information ratio: -0.71 (bottom quartile).
Yield to maturity (debt): 6.02% (bottom quartile).
Modified duration: 0.17 yrs (lower mid).

Edelweiss Liquid Fund

Upper mid AUM (₹10,414 Cr).
Oldest track record among peers (18 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 6.36% (bottom quartile).
1M return: 0.55% (lower mid).
Sharpe: 3.82 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.03% (lower mid).
Modified duration: 0.17 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	₹570.293 ↑ 0.06	₹23,615	1.4	3	7.2	7.4	7.4	6.81%	5M 19D	6M 11D
ICICI Prudential Ultra Short Term Fund Growth	₹28.7729 ↑ 0.00	₹16,907	1.3	2.9	6.9	7.1	7.1	6.82%	5M 19D	7M 10D
SBI Magnum Ultra Short Duration Fund Growth	₹6,203.48 ↑ 0.43	₹14,639	1.4	2.9	6.8	7.1	7	6.49%	5M 5D	5M 23D
Kotak Savings Fund Growth	₹44.4766 ↑ 0.00	₹14,243	1.3	2.8	6.7	6.9	6.8	6.66%	5M 26D	6M 25D
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	Kotak Savings Fund
Point 1	Bottom quartile AUM (₹297 Cr).	Highest AUM (₹23,615 Cr).	Upper mid AUM (₹16,907 Cr).	Lower mid AUM (₹14,639 Cr).	Bottom quartile AUM (₹14,243 Cr).
Point 2	Established history (18+ yrs).	Established history (22+ yrs).	Established history (14+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ 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: Moderately Low.
Point 5	1Y return: 13.69% (top quartile).	1Y return: 7.15% (upper mid).	1Y return: 6.88% (lower mid).	1Y return: 6.77% (bottom quartile).	1Y return: 6.66% (bottom quartile).
Point 6	1M return: 0.59% (lower mid).	1M return: 0.65% (top quartile).	1M return: 0.60% (upper mid).	1M return: 0.58% (bottom quartile).	1M return: 0.59% (bottom quartile).
Point 7	Sharpe: 2.57 (bottom quartile).	Sharpe: 3.14 (top quartile).	Sharpe: 2.94 (upper mid).	Sharpe: 2.90 (lower mid).	Sharpe: 2.06 (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% (upper mid).	Yield to maturity (debt): 6.82% (top quartile).	Yield to maturity (debt): 6.49% (bottom quartile).	Yield to maturity (debt): 6.66% (lower mid).
Point 10	Modified duration: 0.00 yrs (top quartile).	Modified duration: 0.47 yrs (lower mid).	Modified duration: 0.47 yrs (bottom quartile).	Modified duration: 0.43 yrs (upper mid).	Modified duration: 0.49 yrs (bottom quartile).

Franklin India Ultra Short Bond Fund - Super Institutional Plan

Bottom quartile AUM (₹297 Cr).
Established history (18+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderate.
1Y return: 13.69% (top quartile).
1M return: 0.59% (lower mid).
Sharpe: 2.57 (bottom quartile).
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 (₹23,615 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.15% (upper mid).
1M return: 0.65% (top quartile).
Sharpe: 3.14 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.81% (upper mid).
Modified duration: 0.47 yrs (lower mid).

ICICI Prudential Ultra Short Term Fund

Upper mid AUM (₹16,907 Cr).
Established history (14+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
1Y return: 6.88% (lower mid).
1M return: 0.60% (upper mid).
Sharpe: 2.94 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.82% (top quartile).
Modified duration: 0.47 yrs (bottom quartile).

SBI Magnum Ultra Short Duration Fund

Lower mid AUM (₹14,639 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Low.
1Y return: 6.77% (bottom quartile).
1M return: 0.58% (bottom quartile).
Sharpe: 2.90 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.49% (bottom quartile).
Modified duration: 0.43 yrs (upper mid).

Kotak Savings Fund

Bottom quartile AUM (₹14,243 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.66% (bottom quartile).
1M return: 0.59% (bottom quartile).
Sharpe: 2.06 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.66% (lower mid).
Modified duration: 0.49 yrs (bottom quartile).

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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	₹33.2242 ↓ 0.00	₹18,079	1	2.8	7.4	7.7	7.8	7.11%	2Y 5M 12D	3Y 6M 25D
ICICI Prudential Short Term Fund Growth	₹62.4906 ↓ -0.01	₹20,935	1.1	2.8	7.6	7.7	8	7.32%	2Y 6M 29D	4Y 7M 24D
Nippon India Short Term Fund Growth	₹54.7855 ↑ 0.02	₹9,723	1	2.8	7.6	7.6	7.9	0%
Axis Short Term Fund Growth	₹32.0937	₹12,708	1	2.7	7.7	7.6	8.1	7.04%	2Y 3M 14D	2Y 10M 2D
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	Nippon India Short Term Fund	Axis Short Term Fund
Point 1	Bottom quartile AUM (₹13 Cr).	Upper mid AUM (₹18,079 Cr).	Highest AUM (₹20,935 Cr).	Bottom quartile AUM (₹9,723 Cr).	Lower mid AUM (₹12,708 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (15+ yrs).	Established history (24+ yrs).	Established history (23+ yrs).	Established history (16+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (bottom quartile).
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: 7.42% (bottom quartile).	1Y return: 7.56% (bottom quartile).	1Y return: 7.57% (lower mid).	1Y return: 7.67% (upper mid).
Point 6	1M return: 192.10% (top quartile).	1M return: 0.79% (lower mid).	1M return: 0.70% (bottom quartile).	1M return: 0.89% (upper mid).	1M return: 0.78% (bottom quartile).
Point 7	Sharpe: -90.89 (bottom quartile).	Sharpe: 1.26 (lower mid).	Sharpe: 1.58 (top quartile).	Sharpe: 1.15 (bottom quartile).	Sharpe: 1.41 (upper 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): 7.11% (upper mid).	Yield to maturity (debt): 7.32% (top quartile).	Yield to maturity (debt): 0.00% (bottom quartile).	Yield to maturity (debt): 7.04% (lower mid).
Point 10	Modified duration: 0.00 yrs (top quartile).	Modified duration: 2.45 yrs (bottom quartile).	Modified duration: 2.58 yrs (bottom quartile).	Modified duration: 0.00 yrs (upper mid).	Modified duration: 2.29 yrs (lower mid).

Franklin India Short Term Income Plan - Retail Plan

Bottom quartile AUM (₹13 Cr).
Oldest track record among peers (24 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 (₹18,079 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 7.42% (bottom quartile).
1M return: 0.79% (lower mid).
Sharpe: 1.26 (lower mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.11% (upper mid).
Modified duration: 2.45 yrs (bottom quartile).

ICICI Prudential Short Term Fund

Highest AUM (₹20,935 Cr).
Established history (24+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.56% (bottom quartile).
1M return: 0.70% (bottom quartile).
Sharpe: 1.58 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.32% (top quartile).
Modified duration: 2.58 yrs (bottom quartile).

Nippon India Short Term Fund

Bottom quartile AUM (₹9,723 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.57% (lower mid).
1M return: 0.89% (upper mid).
Sharpe: 1.15 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 0.00% (bottom quartile).
Modified duration: 0.00 yrs (upper mid).

Axis Short Term Fund

Lower mid AUM (₹12,708 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.67% (upper mid).
1M return: 0.78% (bottom quartile).
Sharpe: 1.41 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.04% (lower mid).
Modified duration: 2.29 yrs (lower mid).

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	₹104.94 ↓ -0.10	₹9,181	0.8	2	5.9	7.5	6.8	7.25%	6Y 6M 7D	18Y 4M 17D
Axis Gilt Fund Growth	₹25.8874 ↓ -0.01	₹686	0.7	2.1	4.7	7.3	5.2	6.82%	7Y 7M 2D	17Y 10M 13D
SBI Magnum Gilt Fund Growth	₹66.6477 ↓ -0.01	₹10,817	0.4	1.8	4.2	7	4.5	6.44%	5Y 1M 6D	8Y 2M 16D
UTI Gilt Fund Growth	₹64.016 ↓ -0.06	₹545	1.1	2.8	5.1	7	5.1	6.65%	5Y 2M 1D	7Y 1M 2D
Bandhan Government Securities Fund - Investment Plan Growth	₹35.6116 ↑ 0.02	₹2,248	0.8	2.6	3.9	7	3.7	6.6%	4Y 6M 25D	5Y 7M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Gilt Fund	Axis Gilt Fund	SBI Magnum Gilt Fund	UTI Gilt Fund	Bandhan Government Securities Fund - Investment Plan
Point 1	Upper mid AUM (₹9,181 Cr).	Bottom quartile AUM (₹686 Cr).	Highest AUM (₹10,817 Cr).	Bottom quartile AUM (₹545 Cr).	Lower mid AUM (₹2,248 Cr).
Point 2	Oldest track record among peers (26 yrs).	Established history (14+ yrs).	Established history (25+ yrs).	Established history (24+ yrs).	Established history (17+ yrs).
Point 3	Top rated.	Rating: 1★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 4★ (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: 5.92% (top quartile).	1Y return: 4.71% (lower mid).	1Y return: 4.17% (bottom quartile).	1Y return: 5.09% (upper mid).	1Y return: 3.94% (bottom quartile).
Point 6	1M return: 0.56% (bottom quartile).	1M return: 0.64% (bottom quartile).	1M return: 0.69% (upper mid).	1M return: 1.08% (top quartile).	1M return: 0.65% (lower mid).
Point 7	Sharpe: 0.24 (top quartile).	Sharpe: -0.17 (upper mid).	Sharpe: -0.32 (bottom quartile).	Sharpe: -0.20 (lower mid).	Sharpe: -0.39 (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): 7.25% (top quartile).	Yield to maturity (debt): 6.82% (upper mid).	Yield to maturity (debt): 6.44% (bottom quartile).	Yield to maturity (debt): 6.65% (lower mid).	Yield to maturity (debt): 6.60% (bottom quartile).
Point 10	Modified duration: 6.52 yrs (bottom quartile).	Modified duration: 7.59 yrs (bottom quartile).	Modified duration: 5.10 yrs (upper mid).	Modified duration: 5.17 yrs (lower mid).	Modified duration: 4.57 yrs (top quartile).

ICICI Prudential Gilt Fund

Upper mid AUM (₹9,181 Cr).
Oldest track record among peers (26 yrs).
Top rated.
Risk profile: Moderate.
1Y return: 5.92% (top quartile).
1M return: 0.56% (bottom quartile).
Sharpe: 0.24 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.25% (top quartile).
Modified duration: 6.52 yrs (bottom quartile).

Axis Gilt Fund

Bottom quartile AUM (₹686 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderate.
1Y return: 4.71% (lower mid).
1M return: 0.64% (bottom quartile).
Sharpe: -0.17 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.82% (upper mid).
Modified duration: 7.59 yrs (bottom quartile).

SBI Magnum Gilt Fund

Highest AUM (₹10,817 Cr).
Established history (25+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 4.17% (bottom quartile).
1M return: 0.69% (upper mid).
Sharpe: -0.32 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.44% (bottom quartile).
Modified duration: 5.10 yrs (upper mid).

UTI Gilt Fund

Bottom quartile AUM (₹545 Cr).
Established history (24+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 5.09% (upper mid).
1M return: 1.08% (top quartile).
Sharpe: -0.20 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.65% (lower mid).
Modified duration: 5.17 yrs (lower mid).

Bandhan Government Securities Fund - Investment Plan

Lower mid AUM (₹2,248 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 3.94% (bottom quartile).
1M return: 0.65% (lower mid).
Sharpe: -0.39 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.60% (bottom quartile).
Modified duration: 4.57 yrs (top 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	₹23.5329 ↓ -0.02	₹618	1.2	3.4	8.4	8.5	8.5	7.28%	4Y 8M 6D	6Y 7M 11D
Nippon India Dynamic Bond Fund Growth	₹38.4755 ↑ 0.04	₹4,388	1	2.3	6.9	7.8	7.1	7.12%	3Y 6M 14D	4Y 9M 4D
ICICI Prudential Long Term Plan Growth	₹38.0043 ↓ -0.02	₹14,929	0.9	2.4	6.5	7.5	7.2	7.62%	4Y 10M 28D	12Y 7M 13D
Aditya Birla Sun Life Dynamic Bond Fund Growth	₹47.5781 ↓ -0.02	₹1,878	1	2.4	6.6	7.5	7	7.69%	6Y 11D	12Y 7M 28D
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 (₹618 Cr).	Upper mid AUM (₹4,388 Cr).	Highest AUM (₹14,929 Cr).	Lower mid AUM (₹1,878 Cr).
Point 2	Oldest track record among peers (28 yrs).	Established history (12+ yrs).	Established history (21+ yrs).	Established history (16+ 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: 8.44% (upper mid).	1Y return: 6.88% (lower mid).	1Y return: 6.55% (bottom quartile).	1Y return: 6.59% (bottom quartile).
Point 6	1M return: 1.43% (top quartile).	1M return: 0.87% (lower mid).	1M return: 1.33% (upper mid).	1M return: 0.64% (bottom quartile).	1M return: 0.83% (bottom quartile).
Point 7	Sharpe: 1.19 (top quartile).	Sharpe: 0.94 (upper mid).	Sharpe: 0.39 (bottom quartile).	Sharpe: 0.53 (lower mid).	Sharpe: 0.30 (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): 7.28% (lower mid).	Yield to maturity (debt): 7.12% (bottom quartile).	Yield to maturity (debt): 7.62% (upper mid).	Yield to maturity (debt): 7.69% (top quartile).
Point 10	Modified duration: 0.00 yrs (top quartile).	Modified duration: 4.68 yrs (lower mid).	Modified duration: 3.54 yrs (upper mid).	Modified duration: 4.91 yrs (bottom quartile).	Modified duration: 6.03 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 (₹618 Cr).
Established history (12+ yrs).
Not Rated.
Risk profile: Moderate.
1Y return: 8.44% (upper mid).
1M return: 0.87% (lower mid).
Sharpe: 0.94 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.28% (lower mid).
Modified duration: 4.68 yrs (lower mid).

Nippon India Dynamic Bond Fund

Upper mid AUM (₹4,388 Cr).
Established history (21+ yrs).
Not Rated.
Risk profile: Moderate.
1Y return: 6.88% (lower mid).
1M return: 1.33% (upper mid).
Sharpe: 0.39 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.12% (bottom quartile).
Modified duration: 3.54 yrs (upper mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,929 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 6.55% (bottom quartile).
1M return: 0.64% (bottom quartile).
Sharpe: 0.53 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.62% (upper mid).
Modified duration: 4.91 yrs (bottom quartile).

Aditya Birla Sun Life Dynamic Bond Fund

Lower mid AUM (₹1,878 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
1Y return: 6.59% (bottom quartile).
1M return: 0.83% (bottom quartile).
Sharpe: 0.30 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.69% (top quartile).
Modified duration: 6.03 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	₹92.4087 ↓ -1.49	₹50,876	-1.7	0.9	14.1	18.7	17.4	9.2
ICICI Prudential Bluechip Fund Growth	₹112.83 ↓ -1.63	₹78,502	-2.3	1.4	12.7	17.6	15.5	11.3
HDFC Top 100 Fund Growth	₹1,163.26 ↓ -18.01	₹40,604	-0.9	1.9	10.4	15.6	14.3	7.9
Invesco India Largecap Fund Growth	₹69.46 ↓ -0.98	₹1,718	-3.3	0.3	13.4	17.2	13.9	5.5
JM Core 11 Fund Growth	₹19.7662 ↓ -0.36	₹299	-3.5	0.8	10.6	17.3	13.8	-1.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	HDFC Top 100 Fund	Invesco India Largecap Fund	JM Core 11 Fund
Point 1	Upper mid AUM (₹50,876 Cr).	Highest AUM (₹78,502 Cr).	Lower mid AUM (₹40,604 Cr).	Bottom quartile AUM (₹1,718 Cr).	Bottom quartile AUM (₹299 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (29 yrs).	Established history (16+ yrs).	Established history (17+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (bottom quartile).	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: High.
Point 5	5Y return: 17.35% (top quartile).	5Y return: 15.51% (upper mid).	5Y return: 14.35% (lower mid).	5Y return: 13.94% (bottom quartile).	5Y return: 13.77% (bottom quartile).
Point 6	3Y return: 18.71% (top quartile).	3Y return: 17.64% (upper mid).	3Y return: 15.55% (bottom quartile).	3Y return: 17.15% (bottom quartile).	3Y return: 17.28% (lower mid).
Point 7	1Y return: 14.09% (top quartile).	1Y return: 12.69% (lower mid).	1Y return: 10.40% (bottom quartile).	1Y return: 13.37% (upper mid).	1Y return: 10.63% (bottom quartile).
Point 8	Alpha: -0.94 (upper mid).	Alpha: 1.30 (top quartile).	Alpha: -1.63 (lower mid).	Alpha: -5.05 (bottom quartile).	Alpha: -9.25 (bottom quartile).
Point 9	Sharpe: 0.29 (upper mid).	Sharpe: 0.48 (top quartile).	Sharpe: 0.21 (lower mid).	Sharpe: 0.04 (bottom quartile).	Sharpe: -0.39 (bottom quartile).
Point 10	Information ratio: 1.37 (top quartile).	Information ratio: 1.26 (upper mid).	Information ratio: 0.54 (bottom quartile).	Information ratio: 0.67 (lower mid).	Information ratio: 0.16 (bottom quartile).

Nippon India Large Cap Fund

Upper mid AUM (₹50,876 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.35% (top quartile).
3Y return: 18.71% (top quartile).
1Y return: 14.09% (top quartile).
Alpha: -0.94 (upper mid).
Sharpe: 0.29 (upper mid).
Information ratio: 1.37 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹78,502 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.51% (upper mid).
3Y return: 17.64% (upper mid).
1Y return: 12.69% (lower mid).
Alpha: 1.30 (top quartile).
Sharpe: 0.48 (top quartile).
Information ratio: 1.26 (upper mid).

HDFC Top 100 Fund

Lower mid AUM (₹40,604 Cr).
Oldest track record among peers (29 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.35% (lower mid).
3Y return: 15.55% (bottom quartile).
1Y return: 10.40% (bottom quartile).
Alpha: -1.63 (lower mid).
Sharpe: 0.21 (lower mid).
Information ratio: 0.54 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,718 Cr).
Established history (16+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.94% (bottom quartile).
3Y return: 17.15% (bottom quartile).
1Y return: 13.37% (upper mid).
Alpha: -5.05 (bottom quartile).
Sharpe: 0.04 (bottom quartile).
Information ratio: 0.67 (lower mid).

JM Core 11 Fund

Bottom quartile AUM (₹299 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 13.77% (bottom quartile).
3Y return: 17.28% (lower mid).
1Y return: 10.63% (bottom quartile).
Alpha: -9.25 (bottom quartile).
Sharpe: -0.39 (bottom quartile).
Information ratio: 0.16 (bottom quartile).

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 (%)
Nippon India Small Cap Fund Growth	₹162.57 ↓ -1.89	₹68,287	-4.5	-3.9	11.4	20.7	23.5	-4.7
Motilal Oswal Midcap 30 Fund Growth	₹91.571 ↓ -1.91	₹36,880	-11.9	-11.5	-1	22.3	23.3	-12.1
HDFC Mid-Cap Opportunities Fund Growth	₹202.279 ↓ -2.83	₹92,642	-1	4.2	19.4	25.7	22.9	6.8
Edelweiss Mid Cap Fund Growth	₹102.731 ↓ -1.39	₹13,650	-1.9	1.3	18.5	25.5	21.4	3.8
Invesco India Mid Cap Fund Growth	₹179.95 ↓ -3.08	₹10,296	-3.6	-1.6	22.1	26.9	21.1	6.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Small Cap Fund	Motilal Oswal Midcap 30 Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Invesco India Mid Cap Fund
Point 1	Upper mid AUM (₹68,287 Cr).	Lower mid AUM (₹36,880 Cr).	Highest AUM (₹92,642 Cr).	Bottom quartile AUM (₹13,650 Cr).	Bottom quartile AUM (₹10,296 Cr).
Point 2	Established history (15+ yrs).	Established history (11+ yrs).	Oldest track record among peers (18 yrs).	Established history (18+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.
Point 5	5Y return: 23.49% (top quartile).	5Y return: 23.27% (upper mid).	5Y return: 22.88% (lower mid).	5Y return: 21.38% (bottom quartile).	5Y return: 21.07% (bottom quartile).
Point 6	3Y return: 20.72% (bottom quartile).	3Y return: 22.27% (bottom quartile).	3Y return: 25.66% (upper mid).	3Y return: 25.49% (lower mid).	3Y return: 26.94% (top quartile).
Point 7	1Y return: 11.40% (bottom quartile).	1Y return: -1.01% (bottom quartile).	1Y return: 19.44% (upper mid).	1Y return: 18.51% (lower mid).	1Y return: 22.07% (top quartile).
Point 8	Alpha: -1.23 (lower mid).	Alpha: -18.12 (bottom quartile).	Alpha: 0.63 (top quartile).	Alpha: -1.98 (bottom quartile).	Alpha: 0.00 (upper mid).
Point 9	Sharpe: -0.42 (bottom quartile).	Sharpe: -0.79 (bottom quartile).	Sharpe: 0.12 (top quartile).	Sharpe: -0.02 (lower mid).	Sharpe: 0.11 (upper mid).
Point 10	Information ratio: -0.02 (bottom quartile).	Information ratio: 0.10 (lower mid).	Information ratio: 0.44 (top quartile).	Information ratio: 0.40 (upper mid).	Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

Upper mid AUM (₹68,287 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.49% (top quartile).
3Y return: 20.72% (bottom quartile).
1Y return: 11.40% (bottom quartile).
Alpha: -1.23 (lower mid).
Sharpe: -0.42 (bottom quartile).
Information ratio: -0.02 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.27% (upper mid).
3Y return: 22.27% (bottom quartile).
1Y return: -1.01% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,642 Cr).
Oldest track record among peers (18 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.88% (lower mid).
3Y return: 25.66% (upper mid).
1Y return: 19.44% (upper mid).
Alpha: 0.63 (top quartile).
Sharpe: 0.12 (top quartile).
Information ratio: 0.44 (top quartile).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 21.38% (bottom quartile).
3Y return: 25.49% (lower mid).
1Y return: 18.51% (lower mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (lower mid).
Information ratio: 0.40 (upper mid).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.07% (bottom quartile).
3Y return: 26.94% (top quartile).
1Y return: 22.07% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (bottom quartile).

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	₹297.181 ↓ -4.25	₹50,352	-2.5	-1.7	15	21.5	21.6	4.1
HDFC Equity Fund Growth	₹2,071.17 ↓ -25.33	₹96,295	-0.6	3.1	15.5	21.8	20.3	11.4
Mahindra Badhat Yojana Growth	₹35.8231 ↓ -0.46	₹6,133	-1.4	1.4	15.8	20.8	18.6	3.4
Parag Parikh Long Term Equity Fund Growth	₹85.3875 ↑ 0.25	₹133,309	-0.9	0.2	8	20.2	17.4	7.8
JM Multicap Fund Growth	₹95.1778 ↓ -1.21	₹5,463	-3.6	-2.3	4.3	19.8	17.3	-6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Multi Cap Fund	HDFC Equity Fund	Mahindra Badhat Yojana	Parag Parikh Long Term Equity Fund	JM Multicap Fund
Point 1	Lower mid AUM (₹50,352 Cr).	Upper mid AUM (₹96,295 Cr).	Bottom quartile AUM (₹6,133 Cr).	Highest AUM (₹133,309 Cr).	Bottom quartile AUM (₹5,463 Cr).
Point 2	Established history (20+ yrs).	Oldest track record among peers (31 yrs).	Established history (8+ yrs).	Established history (12+ yrs).	Established history (17+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Not Rated.	Rating: 3★ (lower mid).	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: 21.63% (top quartile).	5Y return: 20.34% (upper mid).	5Y return: 18.62% (lower mid).	5Y return: 17.42% (bottom quartile).	5Y return: 17.34% (bottom quartile).
Point 6	3Y return: 21.52% (upper mid).	3Y return: 21.84% (top quartile).	3Y return: 20.84% (lower mid).	3Y return: 20.15% (bottom quartile).	3Y return: 19.79% (bottom quartile).
Point 7	1Y return: 15.04% (lower mid).	1Y return: 15.51% (upper mid).	1Y return: 15.82% (top quartile).	1Y return: 8.04% (bottom quartile).	1Y return: 4.33% (bottom quartile).
Point 8	Alpha: -1.30 (lower mid).	Alpha: 3.70 (top quartile).	Alpha: -1.73 (bottom quartile).	Alpha: 0.65 (upper mid).	Alpha: -14.34 (bottom quartile).
Point 9	Sharpe: -0.05 (lower mid).	Sharpe: 0.53 (top quartile).	Sharpe: -0.07 (bottom quartile).	Sharpe: 0.25 (upper mid).	Sharpe: -0.73 (bottom quartile).
Point 10	Information ratio: 0.64 (lower mid).	Information ratio: 1.24 (top quartile).	Information ratio: 0.17 (bottom quartile).	Information ratio: 0.80 (upper mid).	Information ratio: 0.59 (bottom quartile).

Nippon India Multi Cap Fund

Lower mid AUM (₹50,352 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.63% (top quartile).
3Y return: 21.52% (upper mid).
1Y return: 15.04% (lower mid).
Alpha: -1.30 (lower mid).
Sharpe: -0.05 (lower mid).
Information ratio: 0.64 (lower mid).

HDFC Equity Fund

Upper mid AUM (₹96,295 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.34% (upper mid).
3Y return: 21.84% (top quartile).
1Y return: 15.51% (upper mid).
Alpha: 3.70 (top quartile).
Sharpe: 0.53 (top quartile).
Information ratio: 1.24 (top quartile).

Mahindra Badhat Yojana

Bottom quartile AUM (₹6,133 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 18.62% (lower mid).
3Y return: 20.84% (lower mid).
1Y return: 15.82% (top quartile).
Alpha: -1.73 (bottom quartile).
Sharpe: -0.07 (bottom quartile).
Information ratio: 0.17 (bottom quartile).

Parag Parikh Long Term Equity Fund

Highest AUM (₹133,309 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.42% (bottom quartile).
3Y return: 20.15% (bottom quartile).
1Y return: 8.04% (bottom quartile).
Alpha: 0.65 (upper mid).
Sharpe: 0.25 (upper mid).
Information ratio: 0.80 (upper mid).

JM Multicap Fund

Bottom quartile AUM (₹5,463 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.34% (bottom quartile).
3Y return: 19.79% (bottom quartile).
1Y return: 4.33% (bottom quartile).
Alpha: -14.34 (bottom quartile).
Sharpe: -0.73 (bottom quartile).
Information ratio: 0.59 (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 (%)
SBI PSU Fund Growth	₹36.2959 ↓ -0.41	₹5,817	6.6	15.7	30.7	33.8	27.7	11.3
ICICI Prudential Infrastructure Fund Growth	₹196.22 ↓ -2.38	₹8,134	-1	0.7	15.8	24.9	26.5	6.7
Invesco India PSU Equity Fund Growth	₹67.82 ↓ -1.04	₹1,449	1.8	9.3	29.3	31.5	25.8	10.3
DSP India T.I.G.E.R Fund Growth	₹322.81 ↓ -3.55	₹5,323	2.1	4.6	23	25.9	24.4	-2.5
HDFC Infrastructure Fund Growth	₹47.327 ↓ -0.66	₹2,452	-2.3	-0.7	15.8	26.9	23.8	2.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI PSU Fund	ICICI Prudential Infrastructure Fund	Invesco India PSU Equity Fund	DSP India T.I.G.E.R Fund	HDFC Infrastructure Fund
Point 1	Upper mid AUM (₹5,817 Cr).	Highest AUM (₹8,134 Cr).	Bottom quartile AUM (₹1,449 Cr).	Lower mid AUM (₹5,323 Cr).	Bottom quartile AUM (₹2,452 Cr).
Point 2	Established history (15+ yrs).	Established history (20+ yrs).	Established history (16+ yrs).	Oldest track record among peers (21 yrs).	Established history (17+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 27.74% (top quartile).	5Y return: 26.53% (upper mid).	5Y return: 25.82% (lower mid).	5Y return: 24.39% (bottom quartile).	5Y return: 23.80% (bottom quartile).
Point 6	3Y return: 33.84% (top quartile).	3Y return: 24.88% (bottom quartile).	3Y return: 31.51% (upper mid).	3Y return: 25.91% (bottom quartile).	3Y return: 26.87% (lower mid).
Point 7	1Y return: 30.67% (top quartile).	1Y return: 15.80% (bottom quartile).	1Y return: 29.25% (upper mid).	1Y return: 22.96% (lower mid).	1Y return: 15.81% (bottom quartile).
Point 8	Alpha: -0.22 (bottom quartile).	Alpha: 0.00 (top quartile).	Alpha: -1.90 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: 0.33 (top quartile).	Sharpe: 0.12 (lower mid).	Sharpe: 0.27 (upper mid).	Sharpe: -0.31 (bottom quartile).	Sharpe: -0.12 (bottom quartile).
Point 10	Information ratio: -0.47 (bottom quartile).	Information ratio: 0.00 (top quartile).	Information ratio: -0.37 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).

SBI PSU Fund

Upper mid AUM (₹5,817 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 27.74% (top quartile).
3Y return: 33.84% (top quartile).
1Y return: 30.67% (top quartile).
Alpha: -0.22 (bottom quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.47 (bottom quartile).

ICICI Prudential Infrastructure Fund

Highest AUM (₹8,134 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 26.53% (upper mid).
3Y return: 24.88% (bottom quartile).
1Y return: 15.80% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.12 (lower mid).
Information ratio: 0.00 (top quartile).

Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,449 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 25.82% (lower mid).
3Y return: 31.51% (upper mid).
1Y return: 29.25% (upper mid).
Alpha: -1.90 (bottom quartile).
Sharpe: 0.27 (upper mid).
Information ratio: -0.37 (bottom quartile).

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

Lower mid AUM (₹5,323 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: High.
5Y return: 24.39% (bottom quartile).
3Y return: 25.91% (bottom quartile).
1Y return: 22.96% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.31 (bottom quartile).
Information ratio: 0.00 (upper mid).

HDFC Infrastructure Fund

Bottom quartile AUM (₹2,452 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 23.80% (bottom quartile).
3Y return: 26.87% (lower mid).
1Y return: 15.81% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.00 (lower mid).

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	₹78.0395 ↑ 0.01	₹3,359	0.4	2.3	8.8	10.3	8.8	7.9
Kotak Debt Hybrid Fund Growth	₹59.6162 ↑ 0.02	₹3,108	0.6	2.8	6.9	10.1	9	5.3
SBI Debt Hybrid Fund Growth	₹74.8487 ↑ 0.11	₹9,851	0.5	2.8	9.3	10.1	9.3	6.7
HDFC Hybrid Debt Fund Growth	₹83.9033 ↑ 0.02	₹3,354	0.8	2.7	6.9	10	9.2	5.5
DSP Regular Savings Fund Growth	₹60.1317 ↑ 0.08	₹184	0.7	2.4	8.1	9.9	8	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential MIP 25	Kotak Debt Hybrid Fund	SBI Debt Hybrid Fund	HDFC Hybrid Debt Fund	DSP Regular Savings Fund
Point 1	Upper mid AUM (₹3,359 Cr).	Bottom quartile AUM (₹3,108 Cr).	Highest AUM (₹9,851 Cr).	Lower mid AUM (₹3,354 Cr).	Bottom quartile AUM (₹184 Cr).
Point 2	Established history (21+ yrs).	Established history (22+ yrs).	Oldest track record among peers (24 yrs).	Established history (22+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 4★ (lower mid).	Rating: 5★ (upper mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (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: 8.78% (bottom quartile).	5Y return: 9.00% (lower mid).	5Y return: 9.26% (top quartile).	5Y return: 9.21% (upper mid).	5Y return: 8.01% (bottom quartile).
Point 6	3Y return: 10.30% (top quartile).	3Y return: 10.12% (upper mid).	3Y return: 10.09% (lower mid).	3Y return: 9.98% (bottom quartile).	3Y return: 9.92% (bottom quartile).
Point 7	1Y return: 8.82% (upper mid).	1Y return: 6.89% (bottom quartile).	1Y return: 9.32% (top quartile).	1Y return: 6.89% (bottom quartile).	1Y return: 8.10% (lower mid).
Point 8	1M return: 0.45% (bottom quartile).	1M return: 0.76% (lower mid).	1M return: 1.05% (top quartile).	1M return: 0.96% (upper mid).	1M return: 0.34% (bottom quartile).
Point 9	Alpha: 0.00 (upper mid).	Alpha: -2.43 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.01 (top quartile).
Point 10	Sharpe: 0.57 (top quartile).	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.16 (lower mid).	Sharpe: -0.09 (bottom quartile).	Sharpe: 0.33 (upper mid).

ICICI Prudential MIP 25

Upper mid AUM (₹3,359 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.78% (bottom quartile).
3Y return: 10.30% (top quartile).
1Y return: 8.82% (upper mid).
1M return: 0.45% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.57 (top quartile).

Kotak Debt Hybrid Fund

Bottom quartile AUM (₹3,108 Cr).
Established history (22+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
5Y return: 9.00% (lower mid).
3Y return: 10.12% (upper mid).
1Y return: 6.89% (bottom quartile).
1M return: 0.76% (lower mid).
Alpha: -2.43 (bottom quartile).
Sharpe: -0.12 (bottom quartile).

SBI Debt Hybrid Fund

Highest AUM (₹9,851 Cr).
Oldest track record among peers (24 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderate.
5Y return: 9.26% (top quartile).
3Y return: 10.09% (lower mid).
1Y return: 9.32% (top quartile).
1M return: 1.05% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.16 (lower mid).

HDFC Hybrid Debt Fund

Lower mid AUM (₹3,354 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.21% (upper mid).
3Y return: 9.98% (bottom quartile).
1Y return: 6.89% (bottom quartile).
1M return: 0.96% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.09 (bottom quartile).

DSP Regular Savings Fund

Bottom quartile AUM (₹184 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.01% (bottom quartile).
3Y return: 9.92% (bottom quartile).
1Y return: 8.10% (lower mid).
1M return: 0.34% (bottom quartile).
Alpha: 0.01 (top quartile).
Sharpe: 0.33 (upper mid).

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	₹407.45 ↓ -4.17	₹49,641	-0.8	2.9	14.2	18.9	19	13.3
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹38.13 ↓ -0.39	₹1,349	-0.6	0.7	13.7	18.6	18.4	-0.9
JM Equity Hybrid Fund Growth	₹117.406 ↓ -1.44	₹785	-3.7	-1.7	5.1	17.2	14.9	-3.1
Bandhan Hybrid Equity Fund Growth	₹26.931 ↓ -0.31	₹1,576	1.3	4.9	19.6	16.6	13.7	7.7
UTI Hybrid Equity Fund Growth	₹413.444 ↓ -3.54	₹6,758	-0.5	2.8	10.1	16.2	14.8	6.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Equity and Debt Fund	BOI AXA Mid and Small Cap Equity and Debt Fund	JM Equity Hybrid Fund	Bandhan Hybrid Equity Fund	UTI Hybrid Equity Fund
Point 1	Highest AUM (₹49,641 Cr).	Bottom quartile AUM (₹1,349 Cr).	Bottom quartile AUM (₹785 Cr).	Lower mid AUM (₹1,576 Cr).	Upper mid AUM (₹6,758 Cr).
Point 2	Established history (26+ yrs).	Established history (9+ yrs).	Established history (30+ yrs).	Established history (9+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Top rated.	Not Rated.	Rating: 1★ (lower mid).	Not Rated.	Rating: 3★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 19.02% (top quartile).	5Y return: 18.41% (upper mid).	5Y return: 14.92% (lower mid).	5Y return: 13.66% (bottom quartile).	5Y return: 14.78% (bottom quartile).
Point 6	3Y return: 18.90% (top quartile).	3Y return: 18.65% (upper mid).	3Y return: 17.21% (lower mid).	3Y return: 16.60% (bottom quartile).	3Y return: 16.23% (bottom quartile).
Point 7	1Y return: 14.20% (upper mid).	1Y return: 13.72% (lower mid).	1Y return: 5.10% (bottom quartile).	1Y return: 19.60% (top quartile).	1Y return: 10.05% (bottom quartile).
Point 8	1M return: 0.48% (lower mid).	1M return: 1.63% (upper mid).	1M return: -1.27% (bottom quartile).	1M return: 1.72% (top quartile).	1M return: 0.05% (bottom quartile).
Point 9	Alpha: 4.49 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -11.83 (bottom quartile).	Alpha: -1.32 (lower mid).	Alpha: -2.19 (bottom quartile).
Point 10	Sharpe: 0.83 (top quartile).	Sharpe: -0.29 (bottom quartile).	Sharpe: -0.65 (bottom quartile).	Sharpe: 0.17 (upper mid).	Sharpe: 0.08 (lower mid).

ICICI Prudential Equity and Debt Fund

Highest AUM (₹49,641 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.02% (top quartile).
3Y return: 18.90% (top quartile).
1Y return: 14.20% (upper mid).
1M return: 0.48% (lower mid).
Alpha: 4.49 (top quartile).
Sharpe: 0.83 (top quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,349 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 18.41% (upper mid).
3Y return: 18.65% (upper mid).
1Y return: 13.72% (lower mid).
1M return: 1.63% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.29 (bottom quartile).

JM Equity Hybrid Fund

Bottom quartile AUM (₹785 Cr).
Established history (30+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.92% (lower mid).
3Y return: 17.21% (lower mid).
1Y return: 5.10% (bottom quartile).
1M return: -1.27% (bottom quartile).
Alpha: -11.83 (bottom quartile).
Sharpe: -0.65 (bottom quartile).

Bandhan Hybrid Equity Fund

Lower mid AUM (₹1,576 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.66% (bottom quartile).
3Y return: 16.60% (bottom quartile).
1Y return: 19.60% (top quartile).
1M return: 1.72% (top quartile).
Alpha: -1.32 (lower mid).
Sharpe: 0.17 (upper mid).

UTI Hybrid Equity Fund

Upper mid AUM (₹6,758 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.78% (bottom quartile).
3Y return: 16.23% (bottom quartile).
1Y return: 10.05% (bottom quartile).
1M return: 0.05% (bottom quartile).
Alpha: -2.19 (bottom quartile).
Sharpe: 0.08 (lower mid).

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 (%)
Axis Gold Fund Growth	₹44.5747 ↑ 0.96	₹2,167	24.3	54.2	73.8	37.9	25.6	69.8
Nippon India Gold Savings Fund Growth	₹58.5294 ↑ 1.13	₹5,301	24.2	54	74	37.9	25.5	71.2
HDFC Gold Fund Growth	₹45.6233 ↑ 0.85	₹8,501	24.2	53.7	73.8	37.9	25.4	71.3
Aditya Birla Sun Life Gold Fund Growth	₹44.2829 ↑ 0.74	₹1,266	23.7	53.5	74.2	37.8	25.4	72
Kotak Gold Fund Growth	₹58.7982 ↑ 1.21	₹5,213	24.4	54.3	73.8	37.7	25.1	70.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Axis Gold Fund	Nippon India Gold Savings Fund	HDFC Gold Fund	Aditya Birla Sun Life Gold Fund	Kotak Gold Fund
Point 1	Bottom quartile AUM (₹2,167 Cr).	Upper mid AUM (₹5,301 Cr).	Highest AUM (₹8,501 Cr).	Bottom quartile AUM (₹1,266 Cr).	Lower mid AUM (₹5,213 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	Rating: 1★ (lower mid).	Rating: 2★ (upper mid).	Rating: 1★ (bottom quartile).	Top rated.	Rating: 1★ (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: 25.62% (top quartile).	5Y return: 25.47% (upper mid).	5Y return: 25.44% (lower mid).	5Y return: 25.36% (bottom quartile).	5Y return: 25.14% (bottom quartile).
Point 6	3Y return: 37.92% (top quartile).	3Y return: 37.89% (upper mid).	3Y return: 37.85% (lower mid).	3Y return: 37.78% (bottom quartile).	3Y return: 37.73% (bottom quartile).
Point 7	1Y return: 73.79% (bottom quartile).	1Y return: 74.05% (upper mid).	1Y return: 73.75% (bottom quartile).	1Y return: 74.21% (top quartile).	1Y return: 73.81% (lower mid).
Point 8	1M return: 4.72% (bottom quartile).	1M return: 4.89% (bottom quartile).	1M return: 4.98% (lower mid).	1M return: 5.59% (upper mid).	1M return: 6.05% (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: 4.36 (bottom quartile).	Sharpe: 4.46 (lower mid).	Sharpe: 4.39 (bottom quartile).	Sharpe: 4.49 (upper mid).	Sharpe: 4.63 (top quartile).

Axis Gold Fund

Bottom quartile AUM (₹2,167 Cr).
Oldest track record among peers (14 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.62% (top quartile).
3Y return: 37.92% (top quartile).
1Y return: 73.79% (bottom quartile).
1M return: 4.72% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: 4.36 (bottom quartile).

Nippon India Gold Savings Fund

Upper mid AUM (₹5,301 Cr).
Established history (14+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.47% (upper mid).
3Y return: 37.89% (upper mid).
1Y return: 74.05% (upper mid).
1M return: 4.89% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 4.46 (lower mid).

HDFC Gold Fund

Highest AUM (₹8,501 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 25.44% (lower mid).
3Y return: 37.85% (lower mid).
1Y return: 73.75% (bottom quartile).
1M return: 4.98% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 4.39 (bottom quartile).

Aditya Birla Sun Life Gold Fund

Bottom quartile AUM (₹1,266 Cr).
Established history (13+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 25.36% (bottom quartile).
3Y return: 37.78% (bottom quartile).
1Y return: 74.21% (top quartile).
1M return: 5.59% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 4.49 (upper mid).

Kotak Gold Fund

Lower mid AUM (₹5,213 Cr).
Established history (14+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 25.14% (bottom quartile).
3Y return: 37.73% (bottom quartile).
1Y return: 73.81% (lower mid).
1M return: 6.05% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 4.63 (top quartile).

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.