Top 10 AMCs in India 2026

Updated on March 8, 2026 , 89403 views

Which AMC (Asset Management Company) is the best? This is the most asked question by the investors. Well, Investing in a well-known fund house can matter a lot, but a good brand name cannot be the only criteria for the investment. There are various important criteria for choosing the ideal fund. For example, the size of the fund house, the expertise of the fund managers, stared funds, returns delivered since inception, etc., are the other factors that one has to look before investing in a fund. Undertaking all such parameters, we have listed down some of the best AMCs (Asset Management Companies) in India that you can prefer investing in.

Top 10 Best Mutual Fund Companies in India

The top 10 AMCs in India are:

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Fund Selection Methodology used to find 5 funds

Asset Management Company : SBI
Sorted On : drat (high to low)
Tags: fcpro
No Of Funds: 5

SBI Mutual Fund

Launched in the year 1987, SBI Mutual Fund is present in the Indian Mutual Fund industry for more than 30 years now. The fund house manages investment mandates of over 5.4 million investors. It is one of the oldest & most reputed AMCs in India. To cater the diverse requirements of the individuals, SBI Mutual Fund offers schemes across various categories. Here are some of the top funds that you can choose as per your investment needs & objectives.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
SBI Debt Hybrid Fund Growth	₹74.009 ↑ 0.36	₹9,761	500	0.1	1.3	7.8	9.8	9	6.7	0.16
SBI Magnum Children's Benefit Plan Growth	₹110.634 ↑ 0.76	₹132	500	0.3	0.9	6.3	12.4	11.1	3.2	-0.32
SBI Small Cap Fund Growth	₹155.457 ↑ 2.66	₹34,449	500	-6.7	-10.4	3.2	11.9	13.9	-4.9	-0.41
SBI Multi Asset Allocation Fund Growth	₹65.8993 ↑ 0.53	₹14,944	500	2.6	9.5	22.2	19.2	14.7	18.6	2.05
SBI Magnum COMMA Fund Growth	₹110.419 ↑ 1.27	₹896	500	6	5.2	21.5	19.3	14.9	12.3	0.73
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Magnum Children's Benefit Plan	SBI Small Cap Fund	SBI Multi Asset Allocation Fund	SBI Magnum COMMA Fund
Point 1	Lower mid AUM (₹9,761 Cr).	Bottom quartile AUM (₹132 Cr).	Highest AUM (₹34,449 Cr).	Upper mid AUM (₹14,944 Cr).	Bottom quartile AUM (₹896 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (24+ yrs).	Established history (16+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.
Point 5	5Y return: 9.00% (bottom quartile).	5Y return: 11.12% (bottom quartile).	5Y return: 13.94% (lower mid).	5Y return: 14.67% (upper mid).	5Y return: 14.93% (top quartile).
Point 6	3Y return: 9.81% (bottom quartile).	3Y return: 12.41% (lower mid).	3Y return: 11.89% (bottom quartile).	3Y return: 19.17% (upper mid).	3Y return: 19.27% (top quartile).
Point 7	1Y return: 7.83% (lower mid).	1Y return: 6.35% (bottom quartile).	1Y return: 3.19% (bottom quartile).	1Y return: 22.17% (top quartile).	1Y return: 21.51% (upper mid).
Point 8	1M return: -0.84% (upper mid).	1M return: -0.77% (top quartile).	Alpha: 0.00 (lower mid).	1M return: -2.08% (lower mid).	Alpha: -1.28 (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Sharpe: -0.41 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Sharpe: 0.73 (upper mid).
Point 10	Sharpe: 0.16 (lower mid).	Sharpe: -0.32 (bottom quartile).	Information ratio: 0.00 (lower mid).	Sharpe: 2.05 (top quartile).	Information ratio: -0.23 (bottom quartile).

SBI Debt Hybrid Fund

Lower mid AUM (₹9,761 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 9.00% (bottom quartile).
3Y return: 9.81% (bottom quartile).
1Y return: 7.83% (lower mid).
1M return: -0.84% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.16 (lower mid).

SBI Magnum Children's Benefit Plan

Bottom quartile AUM (₹132 Cr).
Established history (24+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.12% (bottom quartile).
3Y return: 12.41% (lower mid).
1Y return: 6.35% (bottom quartile).
1M return: -0.77% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.32 (bottom quartile).

SBI Small Cap Fund

Highest AUM (₹34,449 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.94% (lower mid).
3Y return: 11.89% (bottom quartile).
1Y return: 3.19% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.00 (lower mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹14,944 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
5Y return: 14.67% (upper mid).
3Y return: 19.17% (upper mid).
1Y return: 22.17% (top quartile).
1M return: -2.08% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.05 (top quartile).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹896 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 14.93% (top quartile).
3Y return: 19.27% (top quartile).
1Y return: 21.51% (upper mid).
Alpha: -1.28 (bottom quartile).
Sharpe: 0.73 (upper mid).
Information ratio: -0.23 (bottom quartile).

HDFC Mutual Fund

HDFC Mutual Fund launched its first scheme in the year 2000 and since then, the AMC has shown a promising growth. The fund house has placed itself amongst the top performers in India by delivering promising services. It has won the trust of several investors by fulfilling the investment needs of the investors. Investors who are keen to invest in HDFC MF, here are some of the best Mutual Fund schemes to choose.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
HDFC Banking and PSU Debt Fund Growth	₹23.7925 ↑ 0.02	₹5,620	300	0.8	2.4	6.9	7.3	6	7.5	0.36
HDFC Corporate Bond Fund Growth	₹33.6115 ↑ 0.06	₹33,207	300	0.9	2.3	6.7	7.6	6.3	7.3	0.24
HDFC Small Cap Fund Growth	₹128.037 ↑ 2.39	₹36,941	300	-6.6	-10.7	9.9	16.5	19.1	-0.6	0.05
HDFC Balanced Advantage Fund Growth	₹513.178 ↑ 4.39	₹106,821	300	-2.8	-0.5	8.3	16.5	15.9	7.2	0.22
HDFC Credit Risk Debt Fund Growth	₹25.1432 ↑ 0.03	₹6,902	300	1.5	3.2	7.9	7.7	6.8	8	1.14
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26
Note: Ratio's shown as on 15 Feb 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Small Cap Fund	HDFC Balanced Advantage Fund	HDFC Credit Risk Debt Fund
Point 1	Bottom quartile AUM (₹5,620 Cr).	Lower mid AUM (₹33,207 Cr).	Upper mid AUM (₹36,941 Cr).	Highest AUM (₹106,821 Cr).	Bottom quartile AUM (₹6,902 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (17+ yrs).	Oldest track record among peers (25 yrs).	Established history (11+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.
Point 5	1Y return: 6.92% (bottom quartile).	1Y return: 6.74% (bottom quartile).	5Y return: 19.05% (top quartile).	5Y return: 15.89% (upper mid).	1Y return: 7.87% (lower mid).
Point 6	1M return: 0.47% (lower mid).	1M return: 0.63% (top quartile).	3Y return: 16.45% (upper mid).	3Y return: 16.45% (top quartile).	1M return: 0.63% (upper mid).
Point 7	Sharpe: 0.36 (upper mid).	Sharpe: 0.24 (lower mid).	1Y return: 9.86% (top quartile).	1Y return: 8.29% (upper mid).	Sharpe: 1.14 (top quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	1M return: -4.15% (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 7.26% (lower mid).	Yield to maturity (debt): 7.36% (upper mid).	Sharpe: 0.05 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Yield to maturity (debt): 8.56% (top quartile).
Point 10	Modified duration: 3.13 yrs (lower mid).	Modified duration: 4.47 yrs (bottom quartile).	Information ratio: 0.00 (lower mid).	Sharpe: 0.22 (bottom quartile).	Modified duration: 2.35 yrs (upper mid).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,620 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 6.92% (bottom quartile).
1M return: 0.47% (lower mid).
Sharpe: 0.36 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.26% (lower mid).
Modified duration: 3.13 yrs (lower mid).

HDFC Corporate Bond Fund

Lower mid AUM (₹33,207 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 6.74% (bottom quartile).
1M return: 0.63% (top quartile).
Sharpe: 0.24 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.36% (upper mid).
Modified duration: 4.47 yrs (bottom quartile).

HDFC Small Cap Fund

Upper mid AUM (₹36,941 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.05% (top quartile).
3Y return: 16.45% (upper mid).
1Y return: 9.86% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: 0.00 (lower mid).

HDFC Balanced Advantage Fund

Highest AUM (₹106,821 Cr).
Oldest track record among peers (25 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.89% (upper mid).
3Y return: 16.45% (top quartile).
1Y return: 8.29% (upper mid).
1M return: -4.15% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.22 (bottom quartile).

HDFC Credit Risk Debt Fund

Bottom quartile AUM (₹6,902 Cr).
Established history (11+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.87% (lower mid).
1M return: 0.63% (upper mid).
Sharpe: 1.14 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.56% (top quartile).
Modified duration: 2.35 yrs (upper mid).

ICICI Prudential Mutual Fund

ICICI Mutual Fund is one of the biggest asset management companies in the country. It was launched in the year 1993, and since then the company has maintained a strong customer base by delivering satisfying product solutions to the investors. There are various schemes offered by the fund house like equity, debt, hybrid, liquid, ELSS etc. Here are a few best performing schemes of ICICI MF that you could prefer investing in.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
ICICI Prudential Nifty Next 50 Index Fund Growth	₹59.0256 ↑ 1.01	₹8,103	100	-0.5	-0.9	14.1	20.8	13.8	2.1	0.17
ICICI Prudential Banking and Financial Services Fund Growth	₹130.22 ↑ 2.21	₹10,951	100	-5.8	-1.4	12.5	14.9	11.2	15.9	0.78
ICICI Prudential MIP 25 Growth	₹77.1435 ↑ 0.35	₹3,334	100	-0.5	0.7	7.7	10	8.5	7.9	0.5
ICICI Prudential Long Term Plan Growth	₹38.1579 ↑ 0.11	₹14,826	100	1.4	2.6	6.6	7.6	6.6	7.2	0.37
ICICI Prudential US Bluechip Equity Fund Growth	₹73.75 ↑ 0.32	₹3,648	100	3.1	9.2	16.4	17.2	13	15.8	0.82
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential MIP 25	ICICI Prudential Long Term Plan	ICICI Prudential US Bluechip Equity Fund
Point 1	Lower mid AUM (₹8,103 Cr).	Upper mid AUM (₹10,951 Cr).	Bottom quartile AUM (₹3,334 Cr).	Highest AUM (₹14,826 Cr).	Bottom quartile AUM (₹3,648 Cr).
Point 2	Established history (15+ yrs).	Established history (17+ yrs).	Oldest track record among peers (21 yrs).	Established history (16+ yrs).	Established history (13+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: High.
Point 5	5Y return: 13.79% (top quartile).	5Y return: 11.16% (lower mid).	5Y return: 8.52% (bottom quartile).	1Y return: 6.62% (bottom quartile).	5Y return: 13.02% (upper mid).
Point 6	3Y return: 20.75% (top quartile).	3Y return: 14.88% (lower mid).	3Y return: 9.98% (bottom quartile).	1M return: 0.97% (top quartile).	3Y return: 17.16% (upper mid).
Point 7	1Y return: 14.05% (upper mid).	1Y return: 12.47% (lower mid).	1Y return: 7.69% (bottom quartile).	Sharpe: 0.37 (bottom quartile).	1Y return: 16.42% (top quartile).
Point 8	1M return: -3.70% (bottom quartile).	Alpha: -2.00 (bottom quartile).	1M return: -1.18% (lower mid).	Information ratio: 0.00 (upper mid).	Alpha: -2.57 (bottom quartile).
Point 9	Alpha: -0.79 (lower mid).	Sharpe: 0.78 (upper mid).	Alpha: 0.00 (top quartile).	Yield to maturity (debt): 7.82% (upper mid).	Sharpe: 0.82 (top quartile).
Point 10	Sharpe: 0.17 (bottom quartile).	Information ratio: -0.01 (lower mid).	Sharpe: 0.50 (lower mid).	Modified duration: 5.74 yrs (bottom quartile).	Information ratio: -1.43 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹8,103 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.79% (top quartile).
3Y return: 20.75% (top quartile).
1Y return: 14.05% (upper mid).
1M return: -3.70% (bottom quartile).
Alpha: -0.79 (lower mid).
Sharpe: 0.17 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹10,951 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 11.16% (lower mid).
3Y return: 14.88% (lower mid).
1Y return: 12.47% (lower mid).
Alpha: -2.00 (bottom quartile).
Sharpe: 0.78 (upper mid).
Information ratio: -0.01 (lower mid).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,334 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 8.52% (bottom quartile).
3Y return: 9.98% (bottom quartile).
1Y return: 7.69% (bottom quartile).
1M return: -1.18% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.50 (lower mid).

ICICI Prudential Long Term Plan

Highest AUM (₹14,826 Cr).
Established history (16+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.62% (bottom quartile).
1M return: 0.97% (top quartile).
Sharpe: 0.37 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.82% (upper mid).
Modified duration: 5.74 yrs (bottom quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,648 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 13.02% (upper mid).
3Y return: 17.16% (upper mid).
1Y return: 16.42% (top quartile).
Alpha: -2.57 (bottom quartile).
Sharpe: 0.82 (top quartile).
Information ratio: -1.43 (bottom quartile).

Reliance Mutual Fund

Launched in the year 1995, Reliance Mutual Fund has been one of the fastest growing AMCs in the country. The company has an impressive track record of consistent returns. In order to cater to the diverse investment needs of the investors, Reliance Mutual Fund offers a variety of schemes like equity, debt, hybrid, money market, retirement savings fund, fund of funds, etc. Investors can choose funds as per their risk appetite & investment objectives.

No Funds available.

Aditya Birla Sun Life Mutual Fund

The AMC has always been known for its consistent performance. So, investors who aim for wealth growth can prefer adding the schemes of BSL Mutual Fund in their Portfolio. Birla Sun Life Mutual Fund offers diverse solutions that can help investors achieve their various Financial goals. They offer a bundle of Mutual Fund schemes like equity, debt, hybrid, ELSS, Liquid Funds, etc. The AMC has a productive team of research analysts who are dedicated to tracking down the best investment opportunities across various companies and industries for investing.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹61.12 ↑ 1.38	₹3,641	1,000	-4	2.4	17.7	16.5	11.7	17.5	1.03
Aditya Birla Sun Life Small Cap Fund Growth	₹80.871 ↑ 1.26	₹4,778	1,000	-3.4	-5.2	12.6	16.7	13.1	-3.7	0.01
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,488.37 ↑ 11.84	₹7,334	100	-4.3	-2.5	8.9	13.3	9.8	7.2	0.21
Aditya Birla Sun Life Regular Savings Fund Growth	₹68.4575 ↑ 0.24	₹1,533	500	0.3	1.5	8.4	9.1	8.1	7.1	0.63
Aditya Birla Sun Life Savings Fund Growth	₹571.974 ↑ 0.09	₹22,857	1,000	1.3	2.9	7.1	7.4	6.3	7.4	2.17
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Savings Fund
Point 1	Bottom quartile AUM (₹3,641 Cr).	Lower mid AUM (₹4,778 Cr).	Upper mid AUM (₹7,334 Cr).	Bottom quartile AUM (₹1,533 Cr).	Highest AUM (₹22,857 Cr).
Point 2	Established history (12+ yrs).	Established history (18+ yrs).	Oldest track record among peers (31 yrs).	Established history (21+ yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 11.71% (upper mid).	5Y return: 13.13% (top quartile).	5Y return: 9.82% (lower mid).	5Y return: 8.08% (bottom quartile).	1Y return: 7.12% (bottom quartile).
Point 6	3Y return: 16.46% (upper mid).	3Y return: 16.75% (top quartile).	3Y return: 13.35% (lower mid).	3Y return: 9.14% (bottom quartile).	1M return: 0.51% (top quartile).
Point 7	1Y return: 17.70% (top quartile).	1Y return: 12.63% (upper mid).	1Y return: 8.94% (lower mid).	1Y return: 8.37% (bottom quartile).	Sharpe: 2.17 (top quartile).
Point 8	Alpha: 0.61 (upper mid).	Alpha: 0.00 (lower mid).	1M return: -5.22% (lower mid).	1M return: -0.79% (upper mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 1.03 (upper mid).	Sharpe: 0.01 (bottom quartile).	Alpha: -0.23 (bottom quartile).	Alpha: 1.62 (top quartile).	Yield to maturity (debt): 6.81% (lower mid).
Point 10	Information ratio: 0.25 (upper mid).	Information ratio: 0.00 (bottom quartile).	Sharpe: 0.21 (bottom quartile).	Sharpe: 0.63 (lower mid).	Modified duration: 0.47 yrs (lower mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,641 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: High.
5Y return: 11.71% (upper mid).
3Y return: 16.46% (upper mid).
1Y return: 17.70% (top quartile).
Alpha: 0.61 (upper mid).
Sharpe: 1.03 (upper mid).
Information ratio: 0.25 (upper mid).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,778 Cr).
Established history (18+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.13% (top quartile).
3Y return: 16.75% (top quartile).
1Y return: 12.63% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.01 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Equity Hybrid 95 Fund

Upper mid AUM (₹7,334 Cr).
Oldest track record among peers (31 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.82% (lower mid).
3Y return: 13.35% (lower mid).
1Y return: 8.94% (lower mid).
1M return: -5.22% (lower mid).
Alpha: -0.23 (bottom quartile).
Sharpe: 0.21 (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,533 Cr).
Established history (21+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.08% (bottom quartile).
3Y return: 9.14% (bottom quartile).
1Y return: 8.37% (bottom quartile).
1M return: -0.79% (upper mid).
Alpha: 1.62 (top quartile).
Sharpe: 0.63 (lower mid).

Aditya Birla Sun Life Savings Fund

Highest AUM (₹22,857 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.12% (bottom quartile).
1M return: 0.51% (top quartile).
Sharpe: 2.17 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.81% (lower mid).
Modified duration: 0.47 yrs (lower mid).

DSP BlackRock Mutual Fund

DSP BlackRock is the world’s largest investment management firm. It has a track record of investment excellence of more than 20 years. Investors can choose from the host of investment options like equity, debt, hybrid, Fund of Funds, International FoFs, etc. The AMC has an experienced team of investment professionals. Here are some of the best performing schemes by DSP BlackRock that you can consider while investing.

No Funds available.

Kotak Mutual Fund

Kotak Mutual Fund started its operations in the year 1998. It has a large customer base of approximately 7.5 Lac investors. The AMC offers a variety of Mutual Fund schemes to cater the diverse requirements of the investors. Through its innovative product, the company helps investors in achieving their various investment goals. Some of the categories of the Mutual Fund include equity, debt, hybrid, Fund of Fund, liquid, ELSS and so on.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Kotak Equity Opportunities Fund Growth	₹341.695 ↑ 4.72	₹29,991	1,000	-1	0.4	15.8	18.5	15.6	5.6	0.44
Kotak Standard Multicap Fund Growth	₹83.982 ↑ 0.99	₹56,479	500	-1.7	-0.5	14.7	16.6	12.6	9.5	0.46
Kotak Asset Allocator Fund - FOF Growth	₹253.045 ↓ -3.01	₹2,398	1,000	0.8	6.5	20	19.2	17.2	15.4	1.38
Kotak Emerging Equity Scheme Growth	₹131.928 ↑ 1.72	₹59,041	1,000	-1.3	-3.8	18.1	20.3	17.8	1.8	0.18
Kotak Infrastructure & Economic Reform Fund Growth	₹63.343 ↑ 1.01	₹2,252	1,000	-1	-2.6	16.5	17.9	19.8	-3.7	-0.06
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Equity Opportunities Fund	Kotak Standard Multicap Fund	Kotak Asset Allocator Fund - FOF	Kotak Emerging Equity Scheme	Kotak Infrastructure & Economic Reform Fund
Point 1	Lower mid AUM (₹29,991 Cr).	Upper mid AUM (₹56,479 Cr).	Bottom quartile AUM (₹2,398 Cr).	Highest AUM (₹59,041 Cr).	Bottom quartile AUM (₹2,252 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (16+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 15.56% (bottom quartile).	5Y return: 12.59% (bottom quartile).	5Y return: 17.16% (lower mid).	5Y return: 17.78% (upper mid).	5Y return: 19.76% (top quartile).
Point 6	3Y return: 18.49% (lower mid).	3Y return: 16.59% (bottom quartile).	3Y return: 19.17% (upper mid).	3Y return: 20.28% (top quartile).	3Y return: 17.94% (bottom quartile).
Point 7	1Y return: 15.79% (bottom quartile).	1Y return: 14.66% (bottom quartile).	1Y return: 20.03% (top quartile).	1Y return: 18.15% (upper mid).	1Y return: 16.45% (lower mid).
Point 8	Alpha: 2.61 (upper mid).	Alpha: 3.74 (top quartile).	1M return: -3.83% (top quartile).	Alpha: -0.96 (bottom quartile).	Alpha: -8.03 (bottom quartile).
Point 9	Sharpe: 0.44 (lower mid).	Sharpe: 0.46 (upper mid).	Alpha: 0.00 (lower mid).	Sharpe: 0.18 (bottom quartile).	Sharpe: -0.06 (bottom quartile).
Point 10	Information ratio: 0.08 (upper mid).	Information ratio: 0.19 (top quartile).	Sharpe: 1.38 (top quartile).	Information ratio: -0.44 (bottom quartile).	Information ratio: -0.29 (bottom quartile).

Kotak Equity Opportunities Fund

Lower mid AUM (₹29,991 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.56% (bottom quartile).
3Y return: 18.49% (lower mid).
1Y return: 15.79% (bottom quartile).
Alpha: 2.61 (upper mid).
Sharpe: 0.44 (lower mid).
Information ratio: 0.08 (upper mid).

Kotak Standard Multicap Fund

Upper mid AUM (₹56,479 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.59% (bottom quartile).
3Y return: 16.59% (bottom quartile).
1Y return: 14.66% (bottom quartile).
Alpha: 3.74 (top quartile).
Sharpe: 0.46 (upper mid).
Information ratio: 0.19 (top quartile).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,398 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.16% (lower mid).
3Y return: 19.17% (upper mid).
1Y return: 20.03% (top quartile).
1M return: -3.83% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.38 (top quartile).

Kotak Emerging Equity Scheme

Highest AUM (₹59,041 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.78% (upper mid).
3Y return: 20.28% (top quartile).
1Y return: 18.15% (upper mid).
Alpha: -0.96 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -0.44 (bottom quartile).

Kotak Infrastructure & Economic Reform Fund

Bottom quartile AUM (₹2,252 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 19.76% (top quartile).
3Y return: 17.94% (bottom quartile).
1Y return: 16.45% (lower mid).
Alpha: -8.03 (bottom quartile).
Sharpe: -0.06 (bottom quartile).
Information ratio: -0.29 (bottom quartile).

Tata Mutual Fund

Over the years, Tata Mutual Fund, with its consistent performances, has earned the trust of lakhs of investors. The AMC has been operating in India for more than two decades. The company aims at seeking consistent & long-term results. Investors can choose funds from various categories such as equity, debt, hybrid, liquid & ELSS, as per their investment needs & objectives.

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
Tata India Tax Savings Fund Growth	₹43.9158 ↑ 0.59	₹4,566	500	-3.3	-0.2	12.1	15.4	12.7	4.9	0.14
Tata Equity PE Fund Growth	₹341.746 ↑ 5.48	₹8,819	150	-3.8	-0.6	11.9	18.1	15.1	3.7	0.22
Tata Retirement Savings Fund-Moderate Growth	₹60.9637 ↑ 0.51	₹2,094	150	-4.7	-5.2	7.4	13.4	9.8	1	-0.09
Tata Retirement Savings Fund - Progressive Growth	₹60.8192 ↑ 0.55	₹2,041	150	-5.5	-6.5	7.2	14.3	10	-1.2	-0.13
Tata Treasury Advantage Fund Growth	₹4,090.94 ↑ 1.05	₹3,715	500	1.3	2.8	6.9	7.1	6	7.2	1.22
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26
Note: Ratio's shown as on 31 Jan 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Tata Equity PE Fund	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata Treasury Advantage Fund
Point 1	Upper mid AUM (₹4,566 Cr).	Highest AUM (₹8,819 Cr).	Bottom quartile AUM (₹2,094 Cr).	Bottom quartile AUM (₹2,041 Cr).	Lower mid AUM (₹3,715 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.
Point 5	5Y return: 12.68% (upper mid).	5Y return: 15.10% (top quartile).	5Y return: 9.84% (bottom quartile).	5Y return: 9.95% (lower mid).	1Y return: 6.86% (bottom quartile).
Point 6	3Y return: 15.42% (upper mid).	3Y return: 18.13% (top quartile).	3Y return: 13.43% (bottom quartile).	3Y return: 14.29% (lower mid).	1M return: 0.52% (top quartile).
Point 7	1Y return: 12.07% (top quartile).	1Y return: 11.87% (upper mid).	1Y return: 7.41% (lower mid).	1Y return: 7.22% (bottom quartile).	Sharpe: 1.22 (top quartile).
Point 8	Alpha: -0.76 (bottom quartile).	Alpha: 0.27 (top quartile).	1M return: -5.60% (lower mid).	1M return: -6.67% (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: 0.14 (lower mid).	Sharpe: 0.22 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: -5.02 (bottom quartile).	Yield to maturity (debt): 6.61% (top quartile).
Point 10	Information ratio: -0.35 (bottom quartile).	Information ratio: 0.89 (top quartile).	Sharpe: -0.09 (bottom quartile).	Sharpe: -0.13 (bottom quartile).	Modified duration: 0.03 yrs (bottom quartile).

Tata India Tax Savings Fund

Upper mid AUM (₹4,566 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.68% (upper mid).
3Y return: 15.42% (upper mid).
1Y return: 12.07% (top quartile).
Alpha: -0.76 (bottom quartile).
Sharpe: 0.14 (lower mid).
Information ratio: -0.35 (bottom quartile).

Tata Equity PE Fund

Highest AUM (₹8,819 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.10% (top quartile).
3Y return: 18.13% (top quartile).
1Y return: 11.87% (upper mid).
Alpha: 0.27 (top quartile).
Sharpe: 0.22 (upper mid).
Information ratio: 0.89 (top quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,094 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.84% (bottom quartile).
3Y return: 13.43% (bottom quartile).
1Y return: 7.41% (lower mid).
1M return: -5.60% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.09 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,041 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.95% (lower mid).
3Y return: 14.29% (lower mid).
1Y return: 7.22% (bottom quartile).
1M return: -6.67% (bottom quartile).
Alpha: -5.02 (bottom quartile).
Sharpe: -0.13 (bottom quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,715 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.86% (bottom quartile).
1M return: 0.52% (top quartile).
Sharpe: 1.22 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.61% (top quartile).
Modified duration: 0.03 yrs (bottom quartile).

Principal Mutual Fund

Principal Mutual Fund offers a wide range of financial solutions for both retail and institutional investors. The AMC has an customer base of 4 lakh investors. The company uses a strict risk-management policy and appropriate research techniques to support its investment decisions. Principal Mutual Fund aims to bring innovative schemes in order to satisfy the diverse needs of the customers.

No Funds available.

L&T Mutual Fund

Since its launch in the year 1997, L&T Mutual Fund has gained an immense trust amongst the investors. The AMC emphasizes on delivering a superior long-term risk-adjusted performance. Investors can choose schemes from a host of options like equity, debt, ELSS, Hybrid Fund, etc. Some of the best performing schemes are:

No Funds available.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.