Top 10 AMCs in India 2026

Updated on June 17, 2026 , 89739 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 Magnum Children's Benefit Plan Growth	₹116.207 ↑ 0.27	₹139	500	5.1	4.9	6.8	11.8	11	3.2	-0.32
SBI Debt Hybrid Fund Growth	₹76.0063 ↓ 0.00	₹9,793	500	3	2.7	5.6	8.9	8.9	6.7	-0.22
SBI Small Cap Fund Growth	₹175.268 ↑ 0.97	₹37,395	500	16	5.3	4.3	12.8	14.4	-4.9	-0.22
SBI Magnum COMMA Fund Growth	₹115.516 ↓ -0.51	₹1,125	500	7.8	8.7	15.3	19	12.6	12.3	0.57
SBI Multi Asset Allocation Fund Growth	₹66.2568 ↓ -0.29	₹18,290	500	2.3	2	12.6	16.5	13.5	18.6	0.78
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26
Note: Ratio's shown as on 31 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Magnum Children's Benefit Plan	SBI Debt Hybrid Fund	SBI Small Cap Fund	SBI Magnum COMMA Fund	SBI Multi Asset Allocation Fund
Point 1	Bottom quartile AUM (₹139 Cr).	Lower mid AUM (₹9,793 Cr).	Highest AUM (₹37,395 Cr).	Bottom quartile AUM (₹1,125 Cr).	Upper mid AUM (₹18,290 Cr).
Point 2	Established history (24+ yrs).	Oldest track record among peers (25 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: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderate.
Point 5	5Y return: 11.01% (bottom quartile).	5Y return: 8.88% (bottom quartile).	5Y return: 14.37% (top quartile).	5Y return: 12.61% (lower mid).	5Y return: 13.49% (upper mid).
Point 6	3Y return: 11.79% (bottom quartile).	3Y return: 8.93% (bottom quartile).	3Y return: 12.82% (lower mid).	3Y return: 19.03% (top quartile).	3Y return: 16.48% (upper mid).
Point 7	1Y return: 6.85% (lower mid).	1Y return: 5.64% (bottom quartile).	1Y return: 4.31% (bottom quartile).	1Y return: 15.34% (top quartile).	1Y return: 12.59% (upper mid).
Point 8	1M return: 2.81% (upper mid).	1M return: 1.24% (lower mid).	Alpha: 0.00 (lower mid).	Alpha: -4.94 (bottom quartile).	1M return: -0.14% (bottom quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Sharpe: -0.22 (lower mid).	Sharpe: 0.57 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: -0.32 (bottom quartile).	Sharpe: -0.22 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -0.11 (bottom quartile).	Sharpe: 0.78 (top quartile).

SBI Magnum Children's Benefit Plan

Bottom quartile AUM (₹139 Cr).
Established history (24+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.01% (bottom quartile).
3Y return: 11.79% (bottom quartile).
1Y return: 6.85% (lower mid).
1M return: 2.81% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.32 (bottom quartile).

SBI Debt Hybrid Fund

Lower mid AUM (₹9,793 Cr).
Oldest track record among peers (25 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderate.
5Y return: 8.88% (bottom quartile).
3Y return: 8.93% (bottom quartile).
1Y return: 5.64% (bottom quartile).
1M return: 1.24% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.22 (bottom quartile).

SBI Small Cap Fund

Highest AUM (₹37,395 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.37% (top quartile).
3Y return: 12.82% (lower mid).
1Y return: 4.31% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.22 (lower mid).
Information ratio: 0.00 (lower mid).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹1,125 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 12.61% (lower mid).
3Y return: 19.03% (top quartile).
1Y return: 15.34% (top quartile).
Alpha: -4.94 (bottom quartile).
Sharpe: 0.57 (upper mid).
Information ratio: -0.11 (bottom quartile).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹18,290 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
5Y return: 13.49% (upper mid).
3Y return: 16.48% (upper mid).
1Y return: 12.59% (upper mid).
1M return: -0.14% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.78 (top 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	₹24.1592 ↑ 0.00	₹5,215	300	1.6	2.4	4.7	6.9	5.9	7.5	-1.58
HDFC Corporate Bond Fund Growth	₹34.0616 ↑ 0.00	₹31,067	300	1.5	2.2	4.4	7.1	6.1	7.3	-1.52
HDFC Credit Risk Debt Fund Growth	₹25.6061 ↓ 0.00	₹7,523	300	1.9	3.2	6.5	7.5	6.5	8	-0.11
HDFC Small Cap Fund Growth	₹138.383 ↑ 1.11	₹38,809	300	12.9	0.2	2.7	14.1	16.7	-0.6	-0.31
HDFC Equity Savings Fund Growth	₹67.151 ↓ -0.11	₹5,644	300	2.3	-0.6	2.7	8.6	8.2	6.8	-0.65
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26
Note: Ratio's shown as on 31 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Credit Risk Debt Fund	HDFC Small Cap Fund	HDFC Equity Savings Fund
Point 1	Bottom quartile AUM (₹5,215 Cr).	Upper mid AUM (₹31,067 Cr).	Lower mid AUM (₹7,523 Cr).	Highest AUM (₹38,809 Cr).	Bottom quartile AUM (₹5,644 Cr).
Point 2	Established history (12+ yrs).	Established history (15+ yrs).	Established history (12+ yrs).	Established history (18+ yrs).	Oldest track record among peers (21 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: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	1Y return: 4.74% (upper mid).	1Y return: 4.40% (lower mid).	1Y return: 6.51% (top quartile).	5Y return: 16.74% (top quartile).	5Y return: 8.17% (upper mid).
Point 6	1M return: 1.77% (lower mid).	1M return: 1.86% (upper mid).	1M return: 1.36% (bottom quartile).	3Y return: 14.10% (top quartile).	3Y return: 8.60% (upper mid).
Point 7	Sharpe: -1.58 (bottom quartile).	Sharpe: -1.52 (bottom quartile).	Sharpe: -0.11 (top quartile).	1Y return: 2.74% (bottom quartile).	1Y return: 2.71% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	1M return: 1.25% (bottom quartile).
Point 9	Yield to maturity (debt): 7.78% (lower mid).	Yield to maturity (debt): 7.79% (upper mid).	Yield to maturity (debt): 8.80% (top quartile).	Sharpe: -0.31 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 3.02 yrs (bottom quartile).	Modified duration: 4.05 yrs (bottom quartile).	Modified duration: 2.23 yrs (upper mid).	Information ratio: 0.00 (bottom quartile).	Sharpe: -0.65 (lower mid).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,215 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 4.74% (upper mid).
1M return: 1.77% (lower mid).
Sharpe: -1.58 (bottom quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.78% (lower mid).
Modified duration: 3.02 yrs (bottom quartile).

HDFC Corporate Bond Fund

Upper mid AUM (₹31,067 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 4.40% (lower mid).
1M return: 1.86% (upper mid).
Sharpe: -1.52 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.79% (upper mid).
Modified duration: 4.05 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

Lower mid AUM (₹7,523 Cr).
Established history (12+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 6.51% (top quartile).
1M return: 1.36% (bottom quartile).
Sharpe: -0.11 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.80% (top quartile).
Modified duration: 2.23 yrs (upper mid).

HDFC Small Cap Fund

Highest AUM (₹38,809 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.74% (top quartile).
3Y return: 14.10% (top quartile).
1Y return: 2.74% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.31 (upper mid).
Information ratio: 0.00 (bottom quartile).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,644 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.17% (upper mid).
3Y return: 8.60% (upper mid).
1Y return: 2.71% (bottom quartile).
1M return: 1.25% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.65 (lower 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	₹63.5673 ↓ -0.21	₹9,242	100	13.9	5.9	10.1	18.2	13.6	2.1	0.15
ICICI Prudential MIP 25 Growth	₹78.6737 ↓ -0.05	₹3,302	100	2.3	1.4	4.7	9.3	8.5	7.9	-0.46
ICICI Prudential Long Term Plan Growth	₹38.6849 ↑ 0.00	₹13,746	100	1.6	2.3	4.6	7.1	6.4	7.2	-1.08
ICICI Prudential Banking and Financial Services Fund Growth	₹131.59 ↓ -0.07	₹10,643	100	6.7	-4.7	-0.7	11.3	10.7	15.9	-0.46
ICICI Prudential US Bluechip Equity Fund Growth	₹72.45 ↑ 0.24	₹3,699	100	2.7	0.1	17.9	11.5	10.3	15.8	1.83
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26
Note: Ratio's shown as on 31 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential MIP 25	ICICI Prudential Long Term Plan	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential US Bluechip Equity Fund
Point 1	Lower mid AUM (₹9,242 Cr).	Bottom quartile AUM (₹3,302 Cr).	Highest AUM (₹13,746 Cr).	Upper mid AUM (₹10,643 Cr).	Bottom quartile AUM (₹3,699 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (22 yrs).	Established history (16+ yrs).	Established history (17+ 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: Moderately High.	Risk profile: Moderate.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 13.57% (top quartile).	5Y return: 8.49% (bottom quartile).	1Y return: 4.59% (bottom quartile).	5Y return: 10.70% (upper mid).	5Y return: 10.28% (lower mid).
Point 6	3Y return: 18.19% (top quartile).	3Y return: 9.25% (bottom quartile).	1M return: 1.75% (lower mid).	3Y return: 11.32% (lower mid).	3Y return: 11.53% (upper mid).
Point 7	1Y return: 10.10% (upper mid).	1Y return: 4.70% (lower mid).	Sharpe: -1.08 (bottom quartile).	1Y return: -0.69% (bottom quartile).	1Y return: 17.94% (top quartile).
Point 8	1M return: 4.86% (top quartile).	1M return: 1.30% (bottom quartile).	Information ratio: 0.00 (lower mid).	Alpha: -2.48 (bottom quartile).	Alpha: 2.81 (top quartile).
Point 9	Alpha: -0.79 (bottom quartile).	Alpha: 0.00 (upper mid).	Yield to maturity (debt): 8.22% (upper mid).	Sharpe: -0.46 (lower mid).	Sharpe: 1.83 (top quartile).
Point 10	Sharpe: 0.15 (upper mid).	Sharpe: -0.46 (bottom quartile).	Modified duration: 5.96 yrs (bottom quartile).	Information ratio: 0.01 (top quartile).	Information ratio: -1.70 (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Lower mid AUM (₹9,242 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.57% (top quartile).
3Y return: 18.19% (top quartile).
1Y return: 10.10% (upper mid).
1M return: 4.86% (top quartile).
Alpha: -0.79 (bottom quartile).
Sharpe: 0.15 (upper mid).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,302 Cr).
Oldest track record among peers (22 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.49% (bottom quartile).
3Y return: 9.25% (bottom quartile).
1Y return: 4.70% (lower mid).
1M return: 1.30% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.46 (bottom quartile).

ICICI Prudential Long Term Plan

Highest AUM (₹13,746 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderate.
1Y return: 4.59% (bottom quartile).
1M return: 1.75% (lower mid).
Sharpe: -1.08 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.22% (upper mid).
Modified duration: 5.96 yrs (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Upper mid AUM (₹10,643 Cr).
Established history (17+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 10.70% (upper mid).
3Y return: 11.32% (lower mid).
1Y return: -0.69% (bottom quartile).
Alpha: -2.48 (bottom quartile).
Sharpe: -0.46 (lower mid).
Information ratio: 0.01 (top quartile).

ICICI Prudential US Bluechip Equity Fund

Bottom quartile AUM (₹3,699 Cr).
Established history (13+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 10.28% (lower mid).
3Y return: 11.53% (upper mid).
1Y return: 17.94% (top quartile).
Alpha: 2.81 (top quartile).
Sharpe: 1.83 (top quartile).
Information ratio: -1.70 (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 Small Cap Fund Growth	₹94.4568 ↑ 0.36	₹5,453	1,000	20.5	11.4	12.2	17.1	14.2	-3.7	0.23
Aditya Birla Sun Life Savings Fund Growth	₹581.802 ↑ 0.10	₹19,611	1,000	1.6	3	6.2	7.2	6.4	7.4	0.52
Aditya Birla Sun Life Money Manager Fund Growth	₹392.597 ↑ 0.05	₹27,550	1,000	1.6	3	6.1	7.2	6.4	7.4	0.19
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹63.04 ↑ 0.13	₹3,466	1,000	9.5	-1.4	4.9	12.8	12	17.5	-0.15
Aditya Birla Sun Life Regular Savings Fund Growth	₹69.5982 ↓ -0.01	₹1,475	500	2.2	1.8	4.8	8.3	7.9	7.1	-0.43
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26
Note: Ratio's shown as on 31 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Regular Savings Fund
Point 1	Lower mid AUM (₹5,453 Cr).	Upper mid AUM (₹19,611 Cr).	Highest AUM (₹27,550 Cr).	Bottom quartile AUM (₹3,466 Cr).	Bottom quartile AUM (₹1,475 Cr).
Point 2	Established history (19+ yrs).	Oldest track record among peers (23 yrs).	Established history (20+ yrs).	Established history (12+ 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: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: High.	Risk profile: Moderately High.
Point 5	5Y return: 14.16% (top quartile).	1Y return: 6.20% (upper mid).	1Y return: 6.06% (lower mid).	5Y return: 12.03% (upper mid).	5Y return: 7.92% (lower mid).
Point 6	3Y return: 17.12% (top quartile).	1M return: 0.70% (bottom quartile).	1M return: 0.75% (bottom quartile).	3Y return: 12.79% (upper mid).	3Y return: 8.35% (lower mid).
Point 7	1Y return: 12.21% (top quartile).	Sharpe: 0.52 (top quartile).	Sharpe: 0.19 (lower mid).	1Y return: 4.89% (bottom quartile).	1Y return: 4.83% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Alpha: 3.78 (top quartile).	1M return: 1.71% (lower mid).
Point 9	Sharpe: 0.23 (upper mid).	Yield to maturity (debt): 7.98% (upper mid).	Yield to maturity (debt): 7.94% (lower mid).	Sharpe: -0.15 (bottom quartile).	Alpha: 1.62 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Modified duration: 0.46 yrs (lower mid).	Modified duration: 0.66 yrs (bottom quartile).	Information ratio: 0.28 (upper mid).	Sharpe: -0.43 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹5,453 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.16% (top quartile).
3Y return: 17.12% (top quartile).
1Y return: 12.21% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.23 (upper mid).
Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Savings Fund

Upper mid AUM (₹19,611 Cr).
Oldest track record among peers (23 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 6.20% (upper mid).
1M return: 0.70% (bottom quartile).
Sharpe: 0.52 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.98% (upper mid).
Modified duration: 0.46 yrs (lower mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹27,550 Cr).
Established history (20+ yrs).
Rating: 5★ (lower mid).
Risk profile: Low.
1Y return: 6.06% (lower mid).
1M return: 0.75% (bottom quartile).
Sharpe: 0.19 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.94% (lower mid).
Modified duration: 0.66 yrs (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,466 Cr).
Established history (12+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 12.03% (upper mid).
3Y return: 12.79% (upper mid).
1Y return: 4.89% (bottom quartile).
Alpha: 3.78 (top quartile).
Sharpe: -0.15 (bottom quartile).
Information ratio: 0.28 (upper mid).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,475 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 7.92% (lower mid).
3Y return: 8.35% (lower mid).
1Y return: 4.83% (bottom quartile).
1M return: 1.71% (lower mid).
Alpha: 1.62 (upper mid).
Sharpe: -0.43 (bottom quartile).

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	₹349.371 ↓ -0.08	₹30,127	1,000	8.1	-0.2	5.1	15.7	14.8	5.6	-0.14
Kotak Standard Multicap Fund Growth	₹85.028 ↓ -0.11	₹54,801	500	7.2	-1.6	1.3	13.8	12.1	9.5	-0.24
Kotak Emerging Equity Scheme Growth	₹145.128 ↑ 1.12	₹64,749	1,000	15.5	6.8	10.8	20.4	18.1	1.8	0.18
Kotak Asset Allocator Fund - FOF Growth	₹256.307 ↓ -0.01	₹2,502	1,000	2.6	1.3	10.4	16.4	15.8	15.4	0.35
Kotak Infrastructure & Economic Reform Fund Growth	₹69.718 ↑ 0.43	₹2,385	1,000	15.8	8	9.1	17.9	20.7	-3.7	0.02
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26
Note: Ratio's shown as on 31 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Equity Opportunities Fund	Kotak Standard Multicap Fund	Kotak Emerging Equity Scheme	Kotak Asset Allocator Fund - FOF	Kotak Infrastructure & Economic Reform Fund
Point 1	Lower mid AUM (₹30,127 Cr).	Upper mid AUM (₹54,801 Cr).	Highest AUM (₹64,749 Cr).	Bottom quartile AUM (₹2,502 Cr).	Bottom quartile AUM (₹2,385 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (16+ yrs).	Established history (19+ yrs).	Established history (21+ 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: 14.82% (bottom quartile).	5Y return: 12.14% (bottom quartile).	5Y return: 18.09% (upper mid).	5Y return: 15.83% (lower mid).	5Y return: 20.70% (top quartile).
Point 6	3Y return: 15.67% (bottom quartile).	3Y return: 13.75% (bottom quartile).	3Y return: 20.35% (top quartile).	3Y return: 16.44% (lower mid).	3Y return: 17.88% (upper mid).
Point 7	1Y return: 5.09% (bottom quartile).	1Y return: 1.28% (bottom quartile).	1Y return: 10.77% (top quartile).	1Y return: 10.45% (upper mid).	1Y return: 9.15% (lower mid).
Point 8	Alpha: -1.30 (bottom quartile).	Alpha: -0.62 (lower mid).	Alpha: 0.18 (top quartile).	1M return: 2.20% (bottom quartile).	Alpha: -1.00 (bottom quartile).
Point 9	Sharpe: -0.14 (bottom quartile).	Sharpe: -0.24 (bottom quartile).	Sharpe: 0.18 (upper mid).	Alpha: 0.00 (upper mid).	Sharpe: 0.02 (lower mid).
Point 10	Information ratio: -0.30 (bottom quartile).	Information ratio: -0.05 (upper mid).	Information ratio: -0.33 (bottom quartile).	Sharpe: 0.35 (top quartile).	Information ratio: -0.27 (lower mid).

Kotak Equity Opportunities Fund

Lower mid AUM (₹30,127 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.82% (bottom quartile).
3Y return: 15.67% (bottom quartile).
1Y return: 5.09% (bottom quartile).
Alpha: -1.30 (bottom quartile).
Sharpe: -0.14 (bottom quartile).
Information ratio: -0.30 (bottom quartile).

Kotak Standard Multicap Fund

Upper mid AUM (₹54,801 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.14% (bottom quartile).
3Y return: 13.75% (bottom quartile).
1Y return: 1.28% (bottom quartile).
Alpha: -0.62 (lower mid).
Sharpe: -0.24 (bottom quartile).
Information ratio: -0.05 (upper mid).

Kotak Emerging Equity Scheme

Highest AUM (₹64,749 Cr).
Established history (19+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.09% (upper mid).
3Y return: 20.35% (top quartile).
1Y return: 10.77% (top quartile).
Alpha: 0.18 (top quartile).
Sharpe: 0.18 (upper mid).
Information ratio: -0.33 (bottom quartile).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,502 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.83% (lower mid).
3Y return: 16.44% (lower mid).
1Y return: 10.45% (upper mid).
1M return: 2.20% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.35 (top quartile).

Kotak Infrastructure & Economic Reform Fund

Bottom quartile AUM (₹2,385 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 20.70% (top quartile).
3Y return: 17.88% (upper mid).
1Y return: 9.15% (lower mid).
Alpha: -1.00 (bottom quartile).
Sharpe: 0.02 (lower mid).
Information ratio: -0.27 (lower mid).

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	₹46.2445 ↑ 0.04	₹4,516	500	10.5	0.7	6.5	14.5	13.5	4.9	-0.04
Tata Retirement Savings Fund-Moderate Growth	₹66.7165 ↑ 0.20	₹2,145	150	13.1	3.2	3.9	13.2	10.8	1	-0.08
Tata Retirement Savings Fund - Progressive Growth	₹67.6811 ↑ 0.22	₹2,132	150	15.4	3.9	3.5	14.3	11.2	-1.2	-0.06
Tata Equity PE Fund Growth	₹347.148 ↓ -1.08	₹8,346	150	6.1	-3.3	1.2	15	14.6	3.7	-0.27
Tata Liquid Fund Growth	₹4,360.29 ↑ 0.69	₹30,449	500	1.8	3.2	6.2	6.9	6.1	6.5	2.42
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26
Note: Ratio's shown as on 31 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Tata Retirement Savings Fund-Moderate	Tata Retirement Savings Fund - Progressive	Tata Equity PE Fund	Tata Liquid Fund
Point 1	Lower mid AUM (₹4,516 Cr).	Bottom quartile AUM (₹2,145 Cr).	Bottom quartile AUM (₹2,132 Cr).	Upper mid AUM (₹8,346 Cr).	Highest AUM (₹30,449 Cr).
Point 2	Established history (11+ yrs).	Established history (14+ yrs).	Established history (14+ yrs).	Oldest track record among peers (21 yrs).	Established history (21+ 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: Low.
Point 5	5Y return: 13.52% (upper mid).	5Y return: 10.83% (bottom quartile).	5Y return: 11.22% (lower mid).	5Y return: 14.59% (top quartile).	1Y return: 6.21% (upper mid).
Point 6	3Y return: 14.48% (upper mid).	3Y return: 13.18% (bottom quartile).	3Y return: 14.33% (lower mid).	3Y return: 15.04% (top quartile).	1M return: 0.61% (bottom quartile).
Point 7	1Y return: 6.54% (top quartile).	1Y return: 3.95% (lower mid).	1Y return: 3.52% (bottom quartile).	1Y return: 1.17% (bottom quartile).	Sharpe: 2.42 (top quartile).
Point 8	Alpha: 3.02 (top quartile).	1M return: 2.01% (bottom quartile).	1M return: 2.11% (lower mid).	Alpha: -1.12 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: -0.04 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 2.66 (upper mid).	Sharpe: -0.27 (bottom quartile).	Yield to maturity (debt): 6.59% (top quartile).
Point 10	Information ratio: 0.21 (upper mid).	Sharpe: -0.08 (bottom quartile).	Sharpe: -0.06 (lower mid).	Information ratio: 0.34 (top quartile).	Modified duration: 0.10 yrs (bottom quartile).

Tata India Tax Savings Fund

Lower mid AUM (₹4,516 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.52% (upper mid).
3Y return: 14.48% (upper mid).
1Y return: 6.54% (top quartile).
Alpha: 3.02 (top quartile).
Sharpe: -0.04 (upper mid).
Information ratio: 0.21 (upper mid).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,145 Cr).
Established history (14+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.83% (bottom quartile).
3Y return: 13.18% (bottom quartile).
1Y return: 3.95% (lower mid).
1M return: 2.01% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.08 (bottom quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,132 Cr).
Established history (14+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.22% (lower mid).
3Y return: 14.33% (lower mid).
1Y return: 3.52% (bottom quartile).
1M return: 2.11% (lower mid).
Alpha: 2.66 (upper mid).
Sharpe: -0.06 (lower mid).

Tata Equity PE Fund

Upper mid AUM (₹8,346 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.59% (top quartile).
3Y return: 15.04% (top quartile).
1Y return: 1.17% (bottom quartile).
Alpha: -1.12 (bottom quartile).
Sharpe: -0.27 (bottom quartile).
Information ratio: 0.34 (top quartile).

Tata Liquid Fund

Highest AUM (₹30,449 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Low.
1Y return: 6.21% (upper mid).
1M return: 0.61% (bottom quartile).
Sharpe: 2.42 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.59% (top quartile).
Modified duration: 0.10 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.