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Top 5 Funds
మ్యూచువల్ ఫండ్స్ భారతదేశంలో సంవత్సరాలుగా పెరిగాయి. ఫలితంగా, అత్యుత్తమ పనితీరు కనబరుస్తున్న ఫండ్స్సంత మారుతూ ఉండండి. CRISIL, మార్నింగ్ స్టార్, ICRA వంటి MF పథకాలను నిర్ధారించడానికి వివిధ రేటింగ్ సిస్టమ్లు ఉన్నాయి. ఈ వ్యవస్థలు రాబడి, ఆస్తి పరిమాణం, వ్యయ నిష్పత్తి, వంటి గుణాత్మక మరియు పరిమాణాత్మక కారకాల ఆధారంగా నిధులను మూల్యాంకనం చేస్తాయి.ప్రామాణిక విచలనం, మొదలైనవి
ఈ అంశాలన్నింటి సమ్మషన్ భారతదేశంలో అత్యుత్తమ పనితీరు కనబరుస్తున్న మ్యూచువల్ ఫండ్ల రేటింగ్కు దారి తీస్తుంది. అయితే, ప్రక్రియ చేయడానికిపెట్టుబడి పెడుతున్నారు పెట్టుబడిదారులకు సులభంగా, మేము ఉత్తమ ఫండ్ను ఎంచుకోవడానికి మార్గదర్శకాలతో పాటు భారతదేశంలో అత్యుత్తమ పనితీరు కనబరిచే మ్యూచువల్ ఫండ్లను షార్ట్లిస్ట్ చేసాము.
మ్యూచువల్ ఫండ్స్లో పెట్టుబడి పెట్టడం వల్ల కేవలం ఒక ప్రయోజనం ఉండదు, ఇది పెట్టుబడిదారులకు వారి డబ్బును పెంచుకోవడానికి సహాయపడే బహుళ ప్రయోజనాలతో వస్తుంది. ఇది స్వల్ప, మధ్య మరియు దీర్ఘకాలిక పెట్టుబడి లక్ష్యాలను నెరవేరుస్తుంది. తక్కువ రిస్క్ నుండి డెట్ వంటి అధిక-రిస్క్ స్కీమ్ల వరకు పెట్టుబడి పెట్టడానికి మీరు ఎంచుకోగల వివిధ ఫండ్ ఎంపికలు ఉన్నాయిఈక్విటీ ఫండ్స్.
మ్యూచువల్ ఫండ్స్ వైపు ప్రజల దృష్టిని ఆకర్షించే ముఖ్యమైన లక్షణాలలో ఒకటి కనీస పెట్టుబడి మొత్తం. మీరు పెట్టుబడిని ప్రారంభించవచ్చు aSIP కేవలం INR 500లో.
మీరు ఎందుకు చేయాలనే దానిపై మరికొన్ని కారణాలను చూద్దాంమ్యూచువల్ ఫండ్స్లో పెట్టుబడి పెట్టండి:
ఓపెన్-ఎండ్ స్కీమ్లలో, స్కీమ్ను కొనుగోలు చేయడం మరియు నిష్క్రమించడం సులభం. ఎవరైనా మీ యూనిట్లను ఏ సమయంలోనైనా విక్రయించవచ్చు (మార్కెట్లు ఎక్కువగా ఉన్నప్పుడు ఇది ఆదర్శంగా సూచించబడుతుంది). కానీ, మీరు ఫండ్లో ఇన్వెస్ట్ చేసినప్పుడు, ఎగ్జిట్ లోడ్ ఛార్జీలను మీరు తెలుసుకోవాలి. మ్యూచువల్ ఫండ్స్లో, ఫండ్ హౌస్ ఆ రోజు నికర ఆస్తి విలువను విడుదల చేసిన ఒక రోజు తర్వాత లావాదేవీ జరుగుతుంది (కాదు)
మ్యూచువల్ ఫండ్ స్టాక్స్, ఫిక్స్డ్ వంటి వివిధ ఆర్థిక సాధనాలను కలిగి ఉంటుందిఆదాయం సాధనాలు, బంగారం మొదలైనవి. దీని కారణంగా, మీరు కేవలం ఒక స్కీమ్లో పెట్టుబడి పెట్టడం ద్వారా డైవర్సిఫికేషన్ ప్రయోజనాలను పొందవచ్చు. దీనికి విరుద్ధంగా, వ్యక్తులు నేరుగా షేర్లలో పెట్టుబడి పెట్టాలని ఎంచుకుంటే, డబ్బు పెట్టే ముందు వారు వివిధ కంపెనీల స్టాక్లను పరిశోధించాలి.
భారతదేశంలో మ్యూచువల్ ఫండ్ పరిశ్రమ బాగా నియంత్రించబడుతుందిSEBI (ది సెక్యూరిటీస్ అండ్ ఎక్స్ఛేంజ్ బోర్డ్ ఆఫ్ ఇండియా). ఇది అన్ని మ్యూచువల్ ఫండ్స్ పనితీరుపై చెక్ ఉంచుతుంది. అదనంగా, ఈ ఫండ్ హౌస్లు కూడా పారదర్శకంగా ఉంటాయి; వారు తమ పనితీరు నివేదికలను క్రమమైన వ్యవధిలో ప్రచురించాలి.
ప్రతి MF పథకం ప్రత్యేక ఫండ్ మేనేజర్ ద్వారా నిర్వహించబడుతుంది. ఫండ్ మేనేజర్ యొక్క లక్ష్యం ఏమిటంటే, పెట్టుబడిదారులు పనితీరుపై నిరంతరం నిఘా ఉంచడం ద్వారా మరియు మార్చడం ద్వారా పథకం నుండి గరిష్ట రాబడిని పొందేలా చేయడంఆస్తి కేటాయింపు మార్కెట్ అవసరాలకు అనుగుణంగా సకాలంలో.
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విభిన్న వర్గాల నుండి అగ్ర ర్యాంక్ పొందిన ఫండ్లు క్రింద ఉన్నాయిఈక్విటీ
లార్జ్, మిడ్, స్మాల్, మల్టీ క్యాప్ వంటి నిధులుELSS మరియు రంగాల నిధులు.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹90.8201
↓ -0.42 ₹43,829 5.3 10.3 3.8 21.8 24.9 18.2 DSP BlackRock TOP 100 Equity Growth ₹477.652
↓ -1.27 ₹6,323 2.5 10.1 5.8 20.1 19.5 20.5 ICICI Prudential Bluechip Fund Growth ₹110.1
↓ -0.60 ₹72,336 3.8 9.3 4.1 19.9 22 16.9 HDFC Top 100 Fund Growth ₹1,145.61
↓ -4.74 ₹38,905 3.2 7.9 1.4 18.7 21.5 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹102.077
↓ -1.87 ₹33,053 8.9 5.1 3.8 30.2 35 57.1 Edelweiss Mid Cap Fund Growth ₹101.269
↓ -0.78 ₹10,988 7.9 9.2 8.5 27.2 31.7 38.9 Invesco India Mid Cap Fund Growth ₹183.12
↓ -1.20 ₹7,406 14.1 17.7 16.7 30.4 29.9 43.1 ICICI Prudential MidCap Fund Growth ₹304.01
↓ -1.43 ₹6,824 13.8 15 6.2 24.1 29 27 Sundaram Mid Cap Fund Growth ₹1,390.33
↓ -3.23 ₹12,818 8.2 10.8 6.3 26.3 28.4 32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Emerging Businesses Fund Growth ₹84.0651
↓ -0.31 ₹16,061 11.2 7.3 -1.3 24.1 34.7 28.5 HDFC Small Cap Fund Growth ₹143.569
↑ 0.20 ₹35,781 13.5 12.1 5 26.3 33.9 20.4 Franklin India Smaller Companies Fund Growth ₹176.54
↓ -0.73 ₹13,995 9.2 9.3 -3.2 27 33.6 23.2 Kotak Small Cap Fund Growth ₹269.048
↑ 0.88 ₹18,031 10.3 8.3 -1.1 19.6 31.6 25.5 DSP BlackRock Small Cap Fund Growth ₹202.869
↑ 0.10 ₹17,126 15.4 12.1 5.4 23.1 31.5 25.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹303.133
↓ -1.08 ₹45,366 8.3 13.2 4.7 26.3 31.7 25.8 Motilal Oswal Multicap 35 Fund Growth ₹61.7782
↓ -1.24 ₹13,894 7.6 9.7 9 25.3 19.7 45.7 HDFC Equity Fund Growth ₹1,985.5
↓ -8.20 ₹79,585 3.4 11.2 7.8 24.8 28.5 23.5 JM Multicap Fund Growth ₹97.8658
↓ -0.62 ₹6,144 2.4 1.8 -6.9 24.3 25.8 33.3 Mahindra Badhat Yojana Growth ₹36.0496
↓ -0.17 ₹5,762 7.7 11.4 3.7 22.9 26.3 23.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹53.6741
↓ -0.05 ₹4,506 13.2 13.1 10.8 28.9 26.9 47.7 SBI Magnum Tax Gain Fund Growth ₹442.265
↓ -2.22 ₹30,616 5.5 8.1 3 26.6 26.4 27.7 HDFC Tax Saver Fund Growth ₹1,412.12
↓ -7.20 ₹16,908 3.6 11.2 5.6 23.9 25.4 21.3 L&T Tax Advantage Fund Growth ₹135.79
↓ -0.81 ₹4,251 7.1 9.5 4.9 22.3 22.2 33 JM Tax Gain Fund Growth ₹48.7524
↓ -0.30 ₹209 5.9 7.9 -0.6 21.7 24.2 29 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹32.3065
↓ -0.05 ₹5,427 3.4 11.3 -4.1 35.7 30.2 23.5 Invesco India PSU Equity Fund Growth ₹64.28
↓ -0.13 ₹1,439 7.3 14 -5.1 35.5 28.2 25.6 ICICI Prudential Infrastructure Fund Growth ₹198.63
↓ -1.17 ₹8,043 8.6 12.8 3.3 33 37.2 27.4 Nippon India Power and Infra Fund Growth ₹346.712
↓ -1.56 ₹7,620 5.5 8 -5.9 32.4 31.8 26.9 HDFC Infrastructure Fund Growth ₹48.253
↓ -0.26 ₹2,591 7 11.5 -0.8 32.3 35.1 23 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹99.9129
↓ -0.73 ₹1,110 6.6 7 -5.6 27.2 27.1 25.1 L&T India Value Fund Growth ₹111.716
↓ -0.58 ₹14,054 8 11.8 3.3 26.8 27.6 25.9 Nippon India Value Fund Growth ₹227.554
↓ -1.43 ₹8,955 4.8 9.1 3.3 24.3 27 22.3 ICICI Prudential Value Discovery Fund Growth ₹471.99
↑ 2.27 ₹54,096 4.9 9.2 6.2 23.7 27 20 Tata Equity PE Fund Growth ₹352.832
↓ -3.05 ₹8,840 5.1 7.4 -0.9 22.4 22 21.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Focused 30 Fund Growth ₹230.322
↓ -0.90 ₹20,868 3.8 11.4 8.4 24.8 27.9 24 ICICI Prudential Focused Equity Fund Growth ₹91.88
↓ -0.49 ₹12,244 5.4 14 7.8 24.1 25.1 26.5 DSP BlackRock Focus Fund Growth ₹55.146
↓ -0.17 ₹2,628 4.4 10.7 6.3 20.2 19.3 18.5 IIFL Focused Equity Fund Growth ₹47.8536
↓ -0.11 ₹7,593 5.1 10.6 0 19.7 22.3 14.7 Franklin India Focused Equity Fund Growth ₹108.644
↓ -0.39 ₹12,536 5.5 10.3 2 18.7 24.2 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
వంటి విభిన్న వర్గాల నుండి టాప్ ర్యాంక్ పొందిన ఫండ్లు క్రింద ఉన్నాయి. లిక్విడ్, అల్ట్రా షార్ట్, షార్ట్ టర్మ్, GILT, క్రెడిట్ రిస్క్ మరియు కార్పొరేట్ డెట్ నుండిఅప్పు
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Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹551.747
↑ 0.10 ₹20,228 1.9 4.2 8.1 7.4 7.9 6.72% 5M 26D 6M 29D ICICI Prudential Ultra Short Term Fund Growth ₹27.8552
↑ 0.00 ₹16,051 1.8 4 7.6 7.1 7.5 6.79% 5M 12D 7M 24D Invesco India Ultra Short Term Fund Growth ₹2,711.44
↑ 0.40 ₹1,006 1.7 3.9 7.5 6.9 7.5 6.59% 5M 16D 5M 24D SBI Magnum Ultra Short Duration Fund Growth ₹6,006.83
↑ 0.62 ₹16,408 1.7 3.9 7.5 7.1 7.4 6.26% 5M 1D 6M 4D Nippon India Ultra Short Duration Fund Growth ₹4,049.29
↑ 0.64 ₹9,543 1.7 3.8 7.3 6.9 7.2 6.71% 5M 14D 7M 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
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% ICICI Prudential Short Term Fund Growth ₹60.7054
↑ 0.00 ₹21,491 1.9 5 9 8 7.8 7.18% 1Y 11M 23D 3Y 5M 12D HDFC Short Term Debt Fund Growth ₹32.3199
↑ 0.01 ₹17,402 1.9 5.1 9.2 7.9 8.3 6.88% 2Y 6M 11D 3Y 9M 11D Axis Short Term Fund Growth ₹31.2139
↑ 0.00 ₹11,467 2 5.2 9.4 7.7 8 6.8% 2Y 2M 19D 2Y 8M 12D Nippon India Short Term Fund Growth ₹53.3199
↑ 0.01 ₹8,330 2 5.2 9.4 7.7 8 7.03% 2Y 8M 8D 3Y 4M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,918.71
↑ 0.40 ₹33,529 0.5 1.5 3.5 7.1 7.4 5.96% 1M 27D 2M 1D LIC MF Liquid Fund Growth ₹4,738.32
↑ 0.67 ₹10,377 0.5 1.5 3.4 7 7.4 6.03% 1M 19D 1M 19D DSP BlackRock Liquidity Fund Growth ₹3,742.34
↑ 0.52 ₹16,926 0.5 1.6 3.4 7.1 7.4 5.95% 1M 28D 2M 1D Invesco India Liquid Fund Growth ₹3,602.9
↑ 0.51 ₹12,320 0.5 1.5 3.4 7.1 7.4 6.19% 1M 22D 1M 22D ICICI Prudential Liquid Fund Growth ₹388.041
↑ 0.05 ₹49,517 0.5 1.5 3.4 7.1 7.4 5.95% 1M 25D 1M 30D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Banking and PSU Debt Fund Growth ₹33.0037
↑ 0.01 ₹10,588 1.7 4.8 8.7 7.9 7.9 6.83% 2Y 7M 28D 4Y 9M Kotak Banking and PSU Debt fund Growth ₹66.0281
↑ 0.02 ₹6,183 1.8 5.1 9.2 7.7 8 6.82% 3Y 11D 4Y 6M 29D Nippon India Banking & PSU Debt Fund Growth ₹20.9616
↑ 0.00 ₹5,814 1.7 5.2 9.1 7.6 7.9 6.81% 3Y 9M 7D 5Y 3M 29D HDFC Banking and PSU Debt Fund Growth ₹23.2257
↑ 0.00 ₹6,094 1.7 5.1 9 7.6 7.9 6.82% 3Y 8M 23D 5Y 4M 10D Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹370.149
↑ 0.10 ₹9,122 1.7 5 9 7.6 7.9 6.81% 3Y 10M 17D 5Y 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP BlackRock Credit Risk Fund Growth ₹49.9093
↓ 0.00 ₹209 2.3 18.4 22.9 14.8 7.8 6.94% 2Y 29D 2Y 9M 7D L&T Credit Risk Fund Growth ₹32.4988
↑ 0.00 ₹651 12.9 17.3 21.4 11.2 7.2 7.4% 1Y 8M 12D 2Y 4M 10D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹22.5647
↑ 0.01 ₹1,014 2.7 9.3 17 10.5 11.9 7.76% 2Y 1M 24D 3Y 2M 5D Invesco India Credit Risk Fund Growth ₹1,944.11
↓ -0.30 ₹150 1.5 6.5 10.3 9.3 7.3 6.82% 2Y 10M 17D 3Y 11M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Nippon India Prime Debt Fund Growth ₹60.6495
↑ 0.01 ₹9,542 1.8 5.4 9.8 8.2 8.4 6.93% 3Y 7M 17D 4Y 8M 23D ICICI Prudential Corporate Bond Fund Growth ₹30.1041
↑ 0.00 ₹33,109 1.9 5.1 9.1 8.1 8 6.83% 2Y 4M 20D 4Y 1M 24D HDFC Corporate Bond Fund Growth ₹32.8711
↑ 0.01 ₹35,686 1.7 5.1 9.4 8.1 8.6 6.94% 4Y 3M 14D 6Y 10M 20D Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.991
↓ -0.01 ₹28,675 1.6 5 9.3 8.1 8.5 6.94% 4Y 5M 26D 6Y 11M 23D BNP Paribas Corporate Bond Fund Growth ₹27.8123
↑ 0.01 ₹358 2.1 5.8 10.1 8 8.3 6.8% 3Y 9M 5Y 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
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 ₹103.928
↑ 0.01 ₹7,276 1.1 5.4 9.6 8.8 8.2 6.39% 3Y 3M 10Y 22D SBI Magnum Gilt Fund Growth ₹66.4798
↓ -0.05 ₹12,149 -0.6 4.1 8.1 8.3 8.9 6.47% 6Y 8M 5D 13Y 4M 17D DSP BlackRock Government Securities Fund Growth ₹96.5635
↓ -0.08 ₹1,852 -0.7 4 8 8.2 10.1 6.61% 7Y 10M 17D 22Y 8M 8D Axis Gilt Fund Growth ₹25.7756
↓ -0.02 ₹798 -0.4 4.3 8.9 8.1 10 6.29% 5Y 9M 29D 12Y 5M 19D TATA Gilt Securities Fund Growth ₹79.2664
↓ -0.09 ₹1,149 0.6 5 9.2 8.1 8.3 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
వంటి విభిన్న వర్గాల నుండి టాప్ ర్యాంక్ పొందిన ఫండ్లు క్రింద ఉన్నాయి. అగ్రిసివ్, కన్జర్వేటివ్, ఆర్బిట్రేజ్, డైనమిక్ కేటాయింపు, బహుళ ఆస్తి, ఈక్విటీ సేవింగ్స్ మరియు సొల్యూషన్ ఓరియెంటెడ్హైబ్రిడ్
పథకాలు.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹122.178
↓ -0.69 ₹862 3.8 6.1 -2.1 22.6 22.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.56
↓ -0.14 ₹1,250 6.6 7.4 0.8 21.8 26.1 25.8 ICICI Prudential Equity and Debt Fund Growth ₹392.4
↓ -1.31 ₹44,552 3 10 6.7 20.9 25.2 17.2 ICICI Prudential Multi-Asset Fund Growth ₹763.18
↑ 2.20 ₹62,014 3.5 9.2 10.7 20.8 23.7 16.1 UTI Multi Asset Fund Growth ₹74.3305
↓ -0.61 ₹5,890 2.8 6.3 6.1 20.1 15.9 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹122.178
↓ -0.69 ₹862 3.8 6.1 -2.1 22.6 22.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.56
↓ -0.14 ₹1,250 6.6 7.4 0.8 21.8 26.1 25.8 ICICI Prudential Equity and Debt Fund Growth ₹392.4
↓ -1.31 ₹44,552 3 10 6.7 20.9 25.2 17.2 UTI Hybrid Equity Fund Growth ₹407.587
↓ -1.32 ₹6,468 3.5 6.7 4.5 18.1 20.6 19.7 DSP BlackRock Equity and Bond Fund Growth ₹361.14
↓ -0.73 ₹11,418 2.2 8.9 8.6 17.9 18 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹122.178
↓ -0.69 ₹862 3.8 6.1 -2.1 22.6 22.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.56
↓ -0.14 ₹1,250 6.6 7.4 0.8 21.8 26.1 25.8 ICICI Prudential Equity and Debt Fund Growth ₹392.4
↓ -1.31 ₹44,552 3 10 6.7 20.9 25.2 17.2 ICICI Prudential Multi-Asset Fund Growth ₹763.18
↑ 2.20 ₹62,014 3.5 9.2 10.7 20.8 23.7 16.1 UTI Multi Asset Fund Growth ₹74.3305
↓ -0.61 ₹5,890 2.8 6.3 6.1 20.1 15.9 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Arbitrage Fund Growth ₹37.6065
↑ 0.01 ₹69,924 1.4 3.3 6.9 7.1 5.8 7.8 Invesco India Arbitrage Fund Growth ₹32.0226
↑ 0.01 ₹23,900 1.5 3.2 6.8 7.1 5.7 7.6 SBI Arbitrage Opportunities Fund Growth ₹33.9381
↑ 0.01 ₹37,606 1.5 3.3 6.9 7.1 5.7 7.5 UTI Arbitrage Fund Growth ₹35.1728
↑ 0.01 ₹7,863 1.5 3.3 7 7 5.6 7.7 ICICI Prudential Equity Arbitrage Fund Growth ₹34.4342
↑ 0.01 ₹30,811 1.5 3.3 6.9 7 5.6 7.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Dynamic Equity Fund Growth ₹53.92
↓ -0.26 ₹1,024 3.8 5.1 4.2 14.8 12.8 15.9 Axis Dynamic Equity Fund Growth ₹20.97
↓ -0.05 ₹3,342 2 5.7 6.1 14.7 13.3 17.5 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.24
↓ -0.20 ₹8,034 3.8 8.8 7.7 14.3 14.3 13 ICICI Prudential Balanced Advantage Fund Growth ₹73.88
↓ -0.15 ₹65,298 3.3 8.1 7.5 13.7 14.7 12.3 Nippon India Balanced Advantage Fund Growth ₹177.26
↓ -0.40 ₹9,391 2.8 6.7 4.7 13.4 14.1 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Multi-Asset Fund Growth ₹763.18
↑ 2.20 ₹62,014 3.5 9.2 10.7 20.8 23.7 16.1 UTI Multi Asset Fund Growth ₹74.3305
↓ -0.61 ₹5,890 2.8 6.3 6.1 20.1 15.9 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹63.8
↓ -0.27 ₹2,926 4.2 8.2 5.9 19.2 20.3 20.2 SBI Multi Asset Allocation Fund Growth ₹60.0812
↓ -0.32 ₹8,940 5.7 10 9.2 17.5 14.8 12.8 HDFC Multi-Asset Fund Growth ₹71.597
↓ -0.33 ₹4,545 3 8.2 8 14.9 15.5 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Equity Savings Fund Growth ₹33.0702
↓ -0.07 ₹649 4.2 2.9 3.9 13 13.7 24 SBI Equity Savings Fund Growth ₹24.2145
↑ 0.02 ₹5,586 3.8 6.4 7.7 12.2 12.3 12 Principal Equity Savings Fund Growth ₹70.6411
↓ -0.16 ₹1,092 2.8 5.6 7 12.1 13.1 12.6 Kotak Equity Savings Fund Growth ₹26.1899
↓ -0.04 ₹8,444 2.7 5.1 5.2 12 11.6 11.7 Edelweiss Equity Savings Fund Growth ₹25.2585
↓ -0.04 ₹670 3 5.7 8.4 11.7 10.7 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹50.911
↓ -0.26 ₹6,701 4.1 8.6 2.6 20.9 25.6 18 ICICI Prudential Child Care Plan (Gift) Growth ₹333.4
↓ -1.39 ₹1,424 8.1 12.4 8.4 20.8 19.9 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹38.915
↓ -0.16 ₹1,698 4.1 7.7 3.4 16.5 18.6 14 Tata Retirement Savings Fund - Progressive Growth ₹66.144
↓ -0.40 ₹2,178 6.2 7.3 2 18.2 17.3 21.7 Tata Retirement Savings Fund-Moderate Growth ₹65.0711
↓ -0.33 ₹2,230 5.5 7.2 3.9 16.8 16 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Gold Fund Growth ₹25.8333
↓ -0.39 ₹174 2.4 21 35.9 23.4 12.9 18.7 ICICI Prudential Regular Gold Savings Fund Growth ₹30.7179
↓ -0.61 ₹2,274 2.1 21.4 38.6 23.3 12.6 19.5 HDFC Gold Fund Growth ₹29.6697
↓ -0.54 ₹4,272 2.2 21.4 36.6 23.2 12.6 18.9 Aditya Birla Sun Life Gold Fund Growth ₹28.756
↓ -0.57 ₹636 2 20.8 38 23.1 12.5 18.7 Nippon India Gold Savings Fund Growth ₹37.9989
↓ -0.67 ₹3,126 2.1 21.2 37.6 23.1 12.5 19 Axis Gold Fund Growth ₹28.839
↓ -0.57 ₹1,121 1.8 20.3 36.3 23 12.8 19.2 SBI Gold Fund Growth ₹29.0143
↓ -0.55 ₹4,410 2.1 21.4 37.1 23 12.7 19.6 Kotak Gold Fund Growth ₹38.1243
↓ -0.70 ₹3,155 2 21.2 37.6 22.7 12.5 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
The objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Franklin India Short Term Income Plan - Retail Plan is a Debt - Short term Bond fund was launched on 31 Jan 02. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – New Energy Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities
and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity
requirements from time to time. DSP BlackRock World Energy Fund is a Equity - Global fund was launched on 14 Aug 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Energy Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Equity - Global fund was launched on 7 Nov 08. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. DSP BlackRock World Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Mining Fund Returns up to 1 year are on The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Nippon India Japan Equity Fund is a Equity - Global fund was launched on 26 Aug 14. It is a fund with High risk and has given a Below is the key information for Nippon India Japan Equity Fund Returns up to 1 year are on 1. Franklin India Short Term Income Plan - Retail Plan
CAGR/Annualized
return of 12.4% since its launch. Ranked 19 in Short term Bond
category. . Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹10,959 30 Jun 22 ₹12,527 30 Jun 23 ₹13,536 30 Jun 24 ₹13,728
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 25 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP BlackRock World Energy Fund
CAGR/Annualized
return of 4.5% since its launch. Ranked 29 in Global
category. Return for 2024 was -6.8% , 2023 was 12.9% and 2022 was -8.6% . DSP BlackRock World Energy Fund
Growth Launch Date 14 Aug 09 NAV (23 Jul 25) ₹20.1883 ↑ 0.35 (1.77 %) Net Assets (Cr) ₹88 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk High Expense Ratio 1.2 Sharpe Ratio -0.02 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹14,612 30 Jun 22 ₹12,054 30 Jun 23 ₹16,043 30 Jun 24 ₹15,617 30 Jun 25 ₹16,350 Returns for DSP BlackRock World Energy Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 27.5% 6 Month 13.6% 1 Year 11.3% 3 Year 11.2% 5 Year 10.9% 10 Year 15 Year Since launch 4.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 2023 12.9% 2022 -8.6% 2021 29.5% 2020 0% 2019 18.2% 2018 -11.3% 2017 -1.9% 2016 22.5% 2015 -20.9% Fund Manager information for DSP BlackRock World Energy Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.34 Yr. Data below for DSP BlackRock World Energy Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 35.62% Technology 27.98% Utility 23.78% Basic Materials 6.41% Consumer Cyclical 0.13% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.95% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF Sustainable Energy I2
Investment Fund | -99% ₹84 Cr 518,309
↓ -4,851 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 3. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
CAGR/Annualized
return of 9% since its launch. Ranked 25 in Global
category. . Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,680 30 Jun 22 ₹17,570 30 Jun 23 ₹16,449 Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 25 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP BlackRock World Mining Fund
CAGR/Annualized
return of 4.1% since its launch. Ranked 19 in Global
category. Return for 2024 was -8.1% , 2023 was 0% and 2022 was 12.2% . DSP BlackRock World Mining Fund
Growth Launch Date 29 Dec 09 NAV (23 Jul 25) ₹18.7023 ↑ 0.40 (2.21 %) Net Assets (Cr) ₹130 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.1 Sharpe Ratio 0.06 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,758 30 Jun 22 ₹14,627 30 Jun 23 ₹17,041 30 Jun 24 ₹17,385 30 Jun 25 ₹18,512 Returns for DSP BlackRock World Mining Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 25 Duration Returns 1 Month 8.2% 3 Month 15.8% 6 Month 19.5% 1 Year 16.9% 3 Year 12.9% 5 Year 12.5% 10 Year 15 Year Since launch 4.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% 2015 -36% Fund Manager information for DSP BlackRock World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.34 Yr. Data below for DSP BlackRock World Mining Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 95.17% Energy 1.11% Asset Allocation
Asset Class Value Cash 3.71% Equity 96.27% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹126 Cr 202,992
↓ -3,445 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹1 Cr Net Receivables/Payables
Net Current Assets | -0% -₹1 Cr 5. Nippon India Japan Equity Fund
CAGR/Annualized
return of 7.2% since its launch. Ranked 9 in Global
category. Return for 2024 was 9.3% , 2023 was 18.7% and 2022 was -15.3% . Nippon India Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (24 Jul 25) ₹21.2821 ↑ 0.50 (2.39 %) Net Assets (Cr) ₹272 on 30 Jun 25 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.44 Sharpe Ratio 0.73 Information Ratio -1.07 Alpha Ratio -3.97 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹12,269 30 Jun 22 ₹9,897 30 Jun 23 ₹11,673 30 Jun 24 ₹12,853 30 Jun 25 ₹14,916 Returns for Nippon India Japan Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 2 May 25 Duration Returns 1 Month 7.2% 3 Month 12.5% 6 Month 11.8% 1 Year 13.6% 3 Year 14.6% 5 Year 9% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.3% 2023 18.7% 2022 -15.3% 2021 5.7% 2020 2019 2018 2017 2016 2015 Fund Manager information for Nippon India Japan Equity Fund
Name Since Tenure Kinjal Desai 25 May 18 7.1 Yr. Data below for Nippon India Japan Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 28.78% Consumer Cyclical 16.07% Technology 12.69% Financial Services 12.51% Consumer Defensive 9.92% Communication Services 6.73% Real Estate 6.33% Basic Materials 3.25% Asset Allocation
Asset Class Value Cash 3.72% Equity 96.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ajinomoto Co Inc (Consumer Defensive)
Equity, Since 30 Jun 23 | 28024% ₹10 Cr 46,800 BayCurrent Inc (Industrials)
Equity, Since 30 Jun 22 | 65324% ₹10 Cr 21,400 Sumitomo Electric Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 58024% ₹10 Cr 53,900 Nippon Telegraph & Telephone Corp (Communication Services)
Equity, Since 30 Jun 22 | 94323% ₹9 Cr 963,700 Hitachi Ltd (Industrials)
Equity, Since 31 Aug 14 | 65013% ₹9 Cr 38,100 Mitsui & Co Ltd (Industrials)
Equity, Since 30 Jun 24 | MTS13% ₹9 Cr 50,800 Recruit Holdings Co Ltd (Communication Services)
Equity, Since 30 Jun 23 | 60983% ₹9 Cr 17,700 Mitsui Fudosan Co Ltd (Real Estate)
Equity, Since 31 Aug 14 | 88013% ₹9 Cr 110,000 Tokio Marine Holdings Inc (Financial Services)
Equity, Since 30 Jun 22 | MH63% ₹9 Cr 24,900 Sony Group Corp (Technology)
Equity, Since 30 Jun 21 | SON13% ₹9 Cr 39,700
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పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
అత్యుత్తమ పనితీరు కనబరిచే మ్యూచువల్ ఫండ్స్లో పెట్టుబడి పెట్టడానికి సరైన మార్గం ఏమిటంటే, దాని గుణాత్మక మరియు పరిమాణాత్మక చర్యలు రెండింటినీ చూడటం.
పెట్టుబడిదారులు ఎల్లప్పుడూ చాలా పెద్దది కాని లేదా పరిమాణంలో చాలా చిన్నది కాని ఫండ్ కోసం వెళ్లాలి. ఫండ్ పరిమాణం మధ్య ఖచ్చితమైన నిర్వచనం మరియు సంబంధం లేనప్పటికీ, చాలా చిన్నది లేదా చాలా పెద్దది రెండూ ఫండ్ పనితీరుకు ఆటంకం కలిగిస్తాయని చెప్పబడింది. ఏదైనా పథకంలో తక్కువ అసెట్ అండర్ మేనేజ్మెంట్ (AUM) అనేది చాలా రిస్క్తో కూడుకున్నది, ఎందుకంటే పెట్టుబడిదారులు ఎవరో మరియు వారు నిర్దిష్ట స్కీమ్లో ఎంత మొత్తంలో పెట్టుబడులు పెట్టారో మీకు తెలియదు. అందువల్ల, ఫండ్ను ఎంచుకునే సమయంలో, AUM దాదాపుగా కేటగిరీకి సమానమైన దాని కోసం వెళ్లడం మంచిది.
అత్యుత్తమ పనితీరు కనబరిచే మ్యూచువల్ ఫండ్స్లో పెట్టుబడి పెట్టడానికి, పెట్టుబడిదారులు కొంత కాలం పాటు ఫండ్ పనితీరును సరసమైన అంచనా వేయాలి. అలాగే, 4-5 సంవత్సరాలలో స్థిరంగా దాని బెంచ్మార్క్ను అధిగమించే స్కీమ్కి వెళ్లాలని సూచించబడింది, అదనంగా, ఫండ్ బెంచ్మార్క్ను అధిగమించగలదో లేదో తనిఖీ చేయడానికి ప్రతి వ్యవధిని చూడాలి.
మ్యూచువల్ ఫండ్స్లో పెట్టుబడులు పెట్టాలనుకునే పెట్టుబడిదారులు అసెట్ మేనేజ్మెంట్ కంపెనీ వసూలు చేసే నిర్వహణ రుసుములు, ఆపరేషన్ ఖర్చులు మొదలైన నిర్దిష్ట ఛార్జీలను భరించాలి (AMC) చాలా సార్లు, పెట్టుబడిదారులు తక్కువ వ్యయ నిష్పత్తిని కలిగి ఉన్న ఫండ్ కోసం వెళతారు, అయితే ఇది ఫండ్ పనితీరు మొదలైన ఇతర ముఖ్యమైన అంశాలను అధిగమించకూడదు.
Excellent Very helpful for seclecting top most mutual funds for Investment
Very in-depth and unbiased analysis useful for evaluation of MF performance and prospects.
very helpful
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