Top 10 AMCs in India 2025

Updated on November 24, 2025 , 89151 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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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	₹74.7086 ↑ 0.33	₹9,953	500	3	3.5	7.3	10.2	10.4	11	0.03
SBI Magnum Children's Benefit Plan Growth	₹111.235 ↑ 0.24	₹130	500	2.1	1.6	4.2	12.4	12.8	17.4	-0.53
SBI Small Cap Fund Growth	₹170.645 ↑ 1.44	₹36,945	500	-0.1	1.6	-3.7	14	21.1	24.1	-0.45
SBI Multi Asset Allocation Fund Growth	₹63.853 ↑ 0.43	₹11,306	500	8	10	15.5	17.5	15.1	12.8	0.7
SBI Equity Hybrid Fund Growth	₹311.969 ↑ 2.38	₹81,952	500	4.5	4.8	12.8	14.3	14.9	14.2	0.62
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25
Note: Ratio's shown as on 31 Oct 25

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 Equity Hybrid Fund
Point 1	Bottom quartile AUM (₹9,953 Cr).	Bottom quartile AUM (₹130 Cr).	Upper mid AUM (₹36,945 Cr).	Lower mid AUM (₹11,306 Cr).	Highest AUM (₹81,952 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (23+ yrs).	Established history (16+ yrs).	Established history (19+ 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: Moderately High.
Point 5	5Y return: 10.41% (bottom quartile).	5Y return: 12.80% (bottom quartile).	5Y return: 21.15% (top quartile).	5Y return: 15.13% (upper mid).	5Y return: 14.91% (lower mid).
Point 6	3Y return: 10.18% (bottom quartile).	3Y return: 12.45% (bottom quartile).	3Y return: 13.98% (lower mid).	3Y return: 17.45% (top quartile).	3Y return: 14.27% (upper mid).
Point 7	1Y return: 7.27% (lower mid).	1Y return: 4.23% (bottom quartile).	1Y return: -3.67% (bottom quartile).	1Y return: 15.51% (top quartile).	1Y return: 12.79% (upper mid).
Point 8	1M return: 1.26% (upper mid).	1M return: 1.24% (lower mid).	Alpha: 0.00 (bottom quartile).	1M return: 2.18% (top quartile).	1M return: 0.29% (bottom quartile).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Sharpe: -0.45 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 5.22 (top quartile).
Point 10	Sharpe: 0.03 (lower mid).	Sharpe: -0.53 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Sharpe: 0.70 (top quartile).	Sharpe: 0.62 (upper mid).

SBI Debt Hybrid Fund

Bottom quartile AUM (₹9,953 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 10.41% (bottom quartile).
3Y return: 10.18% (bottom quartile).
1Y return: 7.27% (lower mid).
1M return: 1.26% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.03 (lower mid).

SBI Magnum Children's Benefit Plan

Bottom quartile AUM (₹130 Cr).
Established history (23+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.80% (bottom quartile).
3Y return: 12.45% (bottom quartile).
1Y return: 4.23% (bottom quartile).
1M return: 1.24% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.53 (bottom quartile).

SBI Small Cap Fund

Upper mid AUM (₹36,945 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.15% (top quartile).
3Y return: 13.98% (lower mid).
1Y return: -3.67% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.45 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

SBI Multi Asset Allocation Fund

Lower mid AUM (₹11,306 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
5Y return: 15.13% (upper mid).
3Y return: 17.45% (top quartile).
1Y return: 15.51% (top quartile).
1M return: 2.18% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.70 (top quartile).

SBI Equity Hybrid Fund

Highest AUM (₹81,952 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.91% (lower mid).
3Y return: 14.27% (upper mid).
1Y return: 12.79% (upper mid).
1M return: 0.29% (bottom quartile).
Alpha: 5.22 (top quartile).
Sharpe: 0.62 (upper mid).

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	₹23.6317 ↑ 0.02	₹5,901	300	2.1	2.3	8.1	7.5	5.9	7.9	0.87
HDFC Corporate Bond Fund Growth	₹33.4121 ↑ 0.02	₹36,134	300	2.1	2.2	8	7.9	6.1	8.6	0.78
HDFC Credit Risk Debt Fund Growth	₹24.7961 ↑ 0.01	₹7,029	300	2.2	3.3	8.2	7.7	6.8	8.2	1.32
HDFC Balanced Advantage Fund Growth	₹536.099 ↑ 4.21	₹106,494	300	4.6	4	7.3	18	21.6	16.7	-0.02
HDFC Equity Savings Fund Growth	₹67.752 ↑ 0.29	₹5,823	300	2.9	3.4	6.4	10.1	11.6	10.3	-0.14
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25
Note: Ratio's shown as on 31 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Banking and PSU Debt Fund	HDFC Corporate Bond Fund	HDFC Credit Risk Debt Fund	HDFC Balanced Advantage Fund	HDFC Equity Savings Fund
Point 1	Bottom quartile AUM (₹5,901 Cr).	Upper mid AUM (₹36,134 Cr).	Lower mid AUM (₹7,029 Cr).	Highest AUM (₹106,494 Cr).	Bottom quartile AUM (₹5,823 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Oldest track record among peers (25 yrs).	Established history (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: 8.06% (upper mid).	1Y return: 7.98% (lower mid).	1Y return: 8.24% (top quartile).	5Y return: 21.63% (top quartile).	5Y return: 11.59% (upper mid).
Point 6	1M return: 0.62% (bottom quartile).	1M return: 0.59% (bottom quartile).	1M return: 0.62% (lower mid).	3Y return: 17.96% (top quartile).	3Y return: 10.12% (upper mid).
Point 7	Sharpe: 0.87 (upper mid).	Sharpe: 0.78 (lower mid).	Sharpe: 1.32 (top quartile).	1Y return: 7.29% (bottom quartile).	1Y return: 6.45% (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	1M return: 1.30% (top quartile).	1M return: 0.93% (upper mid).
Point 9	Yield to maturity (debt): 6.85% (lower mid).	Yield to maturity (debt): 6.97% (upper mid).	Yield to maturity (debt): 8.02% (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Modified duration: 3.22 yrs (lower mid).	Modified duration: 4.27 yrs (bottom quartile).	Modified duration: 2.38 yrs (top quartile).	Sharpe: -0.02 (bottom quartile).	Sharpe: -0.14 (bottom quartile).

HDFC Banking and PSU Debt Fund

Bottom quartile AUM (₹5,901 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 8.06% (upper mid).
1M return: 0.62% (bottom quartile).
Sharpe: 0.87 (upper mid).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.85% (lower mid).
Modified duration: 3.22 yrs (lower mid).

HDFC Corporate Bond Fund

Upper mid AUM (₹36,134 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.98% (lower mid).
1M return: 0.59% (bottom quartile).
Sharpe: 0.78 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.97% (upper mid).
Modified duration: 4.27 yrs (bottom quartile).

HDFC Credit Risk Debt Fund

Lower mid AUM (₹7,029 Cr).
Established history (11+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderate.
1Y return: 8.24% (top quartile).
1M return: 0.62% (lower mid).
Sharpe: 1.32 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.02% (top quartile).
Modified duration: 2.38 yrs (top quartile).

HDFC Balanced Advantage Fund

Highest AUM (₹106,494 Cr).
Oldest track record among peers (25 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.63% (top quartile).
3Y return: 17.96% (top quartile).
1Y return: 7.29% (bottom quartile).
1M return: 1.30% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.02 (bottom quartile).

HDFC Equity Savings Fund

Bottom quartile AUM (₹5,823 Cr).
Established history (21+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.59% (upper mid).
3Y return: 10.12% (upper mid).
1Y return: 6.45% (bottom quartile).
1M return: 0.93% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.14 (bottom quartile).

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 Banking and Financial Services Fund Growth	₹140.23 ↑ 1.65	₹10,593	100	6.4	5.5	14.5	15.7	17.9	11.6	0.44
ICICI Prudential MIP 25 Growth	₹77.8993 ↑ 0.18	₹3,376	100	2.3	3.8	8.6	10.2	9.5	11.4	0.52
ICICI Prudential Long Term Plan Growth	₹37.7369 ↑ 0.01	₹14,941	100	2	1.9	7.6	7.7	6.3	8.2	0.65
ICICI Prudential Nifty Next 50 Index Fund Growth	₹60.7867 ↑ 0.91	₹8,139	100	3.4	2.9	-0.5	17.2	17.9	27.2	-0.25
ICICI Prudential Equity and Debt Fund Growth	₹412.33 ↑ 3.76	₹48,071	100	4.5	6.6	12.5	19	24	17.2	0.36
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25
Note: Ratio's shown as on 31 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Banking and Financial Services Fund	ICICI Prudential MIP 25	ICICI Prudential Long Term Plan	ICICI Prudential Nifty Next 50 Index Fund	ICICI Prudential Equity and Debt Fund
Point 1	Lower mid AUM (₹10,593 Cr).	Bottom quartile AUM (₹3,376 Cr).	Upper mid AUM (₹14,941 Cr).	Bottom quartile AUM (₹8,139 Cr).	Highest AUM (₹48,071 Cr).
Point 2	Established history (17+ yrs).	Established history (21+ yrs).	Established history (15+ yrs).	Established history (15+ yrs).	Oldest track record among peers (26 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: High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.89% (lower mid).	5Y return: 9.51% (bottom quartile).	1Y return: 7.64% (bottom quartile).	5Y return: 17.95% (upper mid).	5Y return: 24.04% (top quartile).
Point 6	3Y return: 15.71% (lower mid).	3Y return: 10.23% (bottom quartile).	1M return: 0.29% (bottom quartile).	3Y return: 17.23% (upper mid).	3Y return: 19.02% (top quartile).
Point 7	1Y return: 14.54% (top quartile).	1Y return: 8.59% (lower mid).	Sharpe: 0.65 (top quartile).	1Y return: -0.55% (bottom quartile).	1Y return: 12.52% (upper mid).
Point 8	Alpha: -2.18 (bottom quartile).	1M return: 0.66% (lower mid).	Information ratio: 0.00 (bottom quartile).	1M return: -0.23% (bottom quartile).	1M return: 1.03% (upper mid).
Point 9	Sharpe: 0.44 (lower mid).	Alpha: 0.00 (upper mid).	Yield to maturity (debt): 7.57% (top quartile).	Alpha: -1.03 (bottom quartile).	Alpha: 2.46 (top quartile).
Point 10	Information ratio: 0.26 (upper mid).	Sharpe: 0.52 (upper mid).	Modified duration: 4.79 yrs (bottom quartile).	Sharpe: -0.25 (bottom quartile).	Sharpe: 0.36 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Lower mid AUM (₹10,593 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 17.89% (lower mid).
3Y return: 15.71% (lower mid).
1Y return: 14.54% (top quartile).
Alpha: -2.18 (bottom quartile).
Sharpe: 0.44 (lower mid).
Information ratio: 0.26 (upper mid).

ICICI Prudential MIP 25

Bottom quartile AUM (₹3,376 Cr).
Established history (21+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.51% (bottom quartile).
3Y return: 10.23% (bottom quartile).
1Y return: 8.59% (lower mid).
1M return: 0.66% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.52 (upper mid).

ICICI Prudential Long Term Plan

Upper mid AUM (₹14,941 Cr).
Established history (15+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderate.
1Y return: 7.64% (bottom quartile).
1M return: 0.29% (bottom quartile).
Sharpe: 0.65 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.57% (top quartile).
Modified duration: 4.79 yrs (bottom quartile).

ICICI Prudential Nifty Next 50 Index Fund

Bottom quartile AUM (₹8,139 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.95% (upper mid).
3Y return: 17.23% (upper mid).
1Y return: -0.55% (bottom quartile).
1M return: -0.23% (bottom quartile).
Alpha: -1.03 (bottom quartile).
Sharpe: -0.25 (bottom quartile).

ICICI Prudential Equity and Debt Fund

Highest AUM (₹48,071 Cr).
Oldest track record among peers (26 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.04% (top quartile).
3Y return: 19.02% (top quartile).
1Y return: 12.52% (upper mid).
1M return: 1.03% (upper mid).
Alpha: 2.46 (top quartile).
Sharpe: 0.36 (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	₹64.59 ↑ 0.77	₹3,606	1,000	9.2	7.7	15.1	16.1	16.8	8.7	0.38
Aditya Birla Sun Life Corporate Bond Fund Growth	₹115.97 ↑ 0.09	₹30,132	100	2.3	2.3	8.1	7.9	6.3	8.5	0.79
Aditya Birla Sun Life Regular Savings Fund Growth	₹68.7893 ↑ 0.21	₹1,547	500	2.7	3.5	7.9	9.2	9.8	10.5	0.41
Aditya Birla Sun Life Savings Fund Growth	₹563.477 ↑ 0.16	₹22,389	1,000	1.6	3.4	7.6	7.5	6.2	7.9	3.4
Aditya Birla Sun Life Money Manager Fund Growth	₹380.148 ↑ 0.07	₹29,882	1,000	1.5	3.3	7.5	7.6	6.2	7.8	2.97
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25
Note: Ratio's shown as on 31 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund
Point 1	Bottom quartile AUM (₹3,606 Cr).	Highest AUM (₹30,132 Cr).	Bottom quartile AUM (₹1,547 Cr).	Lower mid AUM (₹22,389 Cr).	Upper mid AUM (₹29,882 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (28 yrs).	Established history (21+ yrs).	Established history (22+ yrs).	Established history (20+ 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 Low.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.
Point 5	5Y return: 16.83% (top quartile).	1Y return: 8.10% (upper mid).	5Y return: 9.84% (upper mid).	1Y return: 7.64% (bottom quartile).	1Y return: 7.54% (bottom quartile).
Point 6	3Y return: 16.07% (top quartile).	1M return: 0.72% (upper mid).	3Y return: 9.21% (upper mid).	1M return: 0.60% (bottom quartile).	1M return: 0.56% (bottom quartile).
Point 7	1Y return: 15.13% (top quartile).	Sharpe: 0.79 (lower mid).	1Y return: 7.91% (lower mid).	Sharpe: 3.40 (top quartile).	Sharpe: 2.97 (upper mid).
Point 8	Alpha: -3.75 (bottom quartile).	Information ratio: 0.00 (lower mid).	1M return: 0.61% (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.38 (bottom quartile).	Yield to maturity (debt): 7.13% (upper mid).	Alpha: 0.61 (top quartile).	Yield to maturity (debt): 6.81% (lower mid).	Yield to maturity (debt): 6.37% (bottom quartile).
Point 10	Information ratio: 0.26 (top quartile).	Modified duration: 4.87 yrs (bottom quartile).	Sharpe: 0.41 (bottom quartile).	Modified duration: 0.47 yrs (lower mid).	Modified duration: 0.46 yrs (upper mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,606 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.83% (top quartile).
3Y return: 16.07% (top quartile).
1Y return: 15.13% (top quartile).
Alpha: -3.75 (bottom quartile).
Sharpe: 0.38 (bottom quartile).
Information ratio: 0.26 (top quartile).

Aditya Birla Sun Life Corporate Bond Fund

Highest AUM (₹30,132 Cr).
Oldest track record among peers (28 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately Low.
1Y return: 8.10% (upper mid).
1M return: 0.72% (upper mid).
Sharpe: 0.79 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.13% (upper mid).
Modified duration: 4.87 yrs (bottom quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,547 Cr).
Established history (21+ yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.84% (upper mid).
3Y return: 9.21% (upper mid).
1Y return: 7.91% (lower mid).
1M return: 0.61% (lower mid).
Alpha: 0.61 (top quartile).
Sharpe: 0.41 (bottom quartile).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹22,389 Cr).
Established history (22+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.64% (bottom quartile).
1M return: 0.60% (bottom quartile).
Sharpe: 3.40 (top quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.81% (lower mid).
Modified duration: 0.47 yrs (lower mid).

Aditya Birla Sun Life Money Manager Fund

Upper mid AUM (₹29,882 Cr).
Established history (20+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Low.
1Y return: 7.54% (bottom quartile).
1M return: 0.56% (bottom quartile).
Sharpe: 2.97 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.37% (bottom quartile).
Modified duration: 0.46 yrs (upper 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 Standard Multicap Fund Growth	₹87.856 ↑ 1.05	₹56,040	500	5.2	4.9	9.4	16.7	17.4	16.5	0.23
Kotak Equity Opportunities Fund Growth	₹354.499 ↑ 4.42	₹29,516	1,000	5.4	6.7	6	19	20.3	24.2	0.02
Kotak Asset Allocator Fund - FOF Growth	₹251.476 ↑ 0.79	₹2,084	1,000	6.6	9.8	13.9	18.8	19.3	19	0.63
Kotak Corporate Bond Fund Standard Growth	₹3,882.17 ↑ 2.46	₹18,909	1,000	2.1	2.6	8.4	7.8	6.1	8.3	1.19
Kotak Banking and PSU Debt fund Growth	₹67.3221 ↑ 0.05	₹5,747	1,000	2.4	2.6	8.3	7.6	6	8	0.88
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25
Note: Ratio's shown as on 31 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Kotak Standard Multicap Fund	Kotak Equity Opportunities Fund	Kotak Asset Allocator Fund - FOF	Kotak Corporate Bond Fund Standard	Kotak Banking and PSU Debt fund
Point 1	Highest AUM (₹56,040 Cr).	Upper mid AUM (₹29,516 Cr).	Bottom quartile AUM (₹2,084 Cr).	Lower mid AUM (₹18,909 Cr).	Bottom quartile AUM (₹5,747 Cr).
Point 2	Established history (16+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Oldest track record among peers (26 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 Low.	Risk profile: Moderately Low.
Point 5	5Y return: 17.37% (lower mid).	5Y return: 20.30% (top quartile).	5Y return: 19.32% (upper mid).	1Y return: 8.39% (lower mid).	1Y return: 8.28% (bottom quartile).
Point 6	3Y return: 16.68% (lower mid).	3Y return: 18.98% (top quartile).	3Y return: 18.84% (upper mid).	1M return: 0.60% (bottom quartile).	1M return: 0.84% (bottom quartile).
Point 7	1Y return: 9.39% (upper mid).	1Y return: 5.99% (bottom quartile).	1Y return: 13.88% (top quartile).	Sharpe: 1.19 (top quartile).	Sharpe: 0.88 (upper mid).
Point 8	Alpha: 3.08 (top quartile).	Alpha: -0.98 (bottom quartile).	1M return: 1.47% (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Sharpe: 0.23 (bottom quartile).	Sharpe: 0.02 (bottom quartile).	Alpha: 0.00 (upper mid).	Yield to maturity (debt): 6.90% (upper mid).	Yield to maturity (debt): 6.90% (lower mid).
Point 10	Information ratio: 0.01 (top quartile).	Information ratio: -0.05 (bottom quartile).	Sharpe: 0.63 (lower mid).	Modified duration: 3.15 yrs (lower mid).	Modified duration: 3.24 yrs (bottom quartile).

Kotak Standard Multicap Fund

Highest AUM (₹56,040 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.37% (lower mid).
3Y return: 16.68% (lower mid).
1Y return: 9.39% (upper mid).
Alpha: 3.08 (top quartile).
Sharpe: 0.23 (bottom quartile).
Information ratio: 0.01 (top quartile).

Kotak Equity Opportunities Fund

Upper mid AUM (₹29,516 Cr).
Established history (21+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.30% (top quartile).
3Y return: 18.98% (top quartile).
1Y return: 5.99% (bottom quartile).
Alpha: -0.98 (bottom quartile).
Sharpe: 0.02 (bottom quartile).
Information ratio: -0.05 (bottom quartile).

Kotak Asset Allocator Fund - FOF

Bottom quartile AUM (₹2,084 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.32% (upper mid).
3Y return: 18.84% (upper mid).
1Y return: 13.88% (top quartile).
1M return: 1.47% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.63 (lower mid).

Kotak Corporate Bond Fund Standard

Lower mid AUM (₹18,909 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.39% (lower mid).
1M return: 0.60% (bottom quartile).
Sharpe: 1.19 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.90% (upper mid).
Modified duration: 3.15 yrs (lower mid).

Kotak Banking and PSU Debt fund

Bottom quartile AUM (₹5,747 Cr).
Oldest track record among peers (26 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.28% (bottom quartile).
1M return: 0.84% (bottom quartile).
Sharpe: 0.88 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.90% (lower mid).
Modified duration: 3.24 yrs (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	₹46.4191 ↑ 0.45	₹4,717	500	7	6.5	5.5	15.3	18.2	19.5	-0.18
Tata Retirement Savings Fund-Moderate Growth	₹65.6951 ↑ 0.75	₹2,180	150	3.2	3.4	3.7	14.8	14	19.5	-0.2
Tata Equity PE Fund Growth	₹363.534 ↑ 5.18	₹8,882	150	7.5	6.6	3.2	19.4	20	21.7	-0.35
Tata Retirement Savings Fund - Progressive Growth	₹66.2939 ↑ 0.88	₹2,117	150	2.9	2.6	1.9	15.7	14.8	21.7	-0.26
Tata Treasury Advantage Fund Growth	₹4,034.48 ↑ 1.73	₹3,357	500	1.6	3.1	7.4	7.2	5.8	7.4	1.92
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25
Note: Ratio's shown as on 31 Oct 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Tata India Tax Savings Fund	Tata Retirement Savings Fund-Moderate	Tata Equity PE Fund	Tata Retirement Savings Fund - Progressive	Tata Treasury Advantage Fund
Point 1	Upper mid AUM (₹4,717 Cr).	Bottom quartile AUM (₹2,180 Cr).	Highest AUM (₹8,882 Cr).	Bottom quartile AUM (₹2,117 Cr).	Lower mid AUM (₹3,357 Cr).
Point 2	Established history (11+ yrs).	Established history (14+ yrs).	Oldest track record among peers (21 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: 18.23% (upper mid).	5Y return: 13.95% (bottom quartile).	5Y return: 20.02% (top quartile).	5Y return: 14.76% (lower mid).	1Y return: 7.39% (top quartile).
Point 6	3Y return: 15.30% (lower mid).	3Y return: 14.80% (bottom quartile).	3Y return: 19.42% (top quartile).	3Y return: 15.65% (upper mid).	1M return: 0.57% (lower mid).
Point 7	1Y return: 5.53% (upper mid).	1Y return: 3.65% (lower mid).	1Y return: 3.25% (bottom quartile).	1Y return: 1.94% (bottom quartile).	Sharpe: 1.92 (top quartile).
Point 8	Alpha: -2.94 (lower mid).	1M return: 0.51% (bottom quartile).	Alpha: -5.82 (bottom quartile).	1M return: 0.33% (bottom quartile).	Information ratio: 0.00 (lower mid).
Point 9	Sharpe: -0.18 (upper mid).	Alpha: 0.00 (top quartile).	Sharpe: -0.35 (bottom quartile).	Alpha: -4.72 (bottom quartile).	Yield to maturity (debt): 6.44% (top quartile).
Point 10	Information ratio: -0.35 (bottom quartile).	Sharpe: -0.20 (lower mid).	Information ratio: 0.81 (top quartile).	Sharpe: -0.26 (bottom quartile).	Modified duration: 0.91 yrs (bottom quartile).

Tata India Tax Savings Fund

Upper mid AUM (₹4,717 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.23% (upper mid).
3Y return: 15.30% (lower mid).
1Y return: 5.53% (upper mid).
Alpha: -2.94 (lower mid).
Sharpe: -0.18 (upper mid).
Information ratio: -0.35 (bottom quartile).

Tata Retirement Savings Fund-Moderate

Bottom quartile AUM (₹2,180 Cr).
Established history (14+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.95% (bottom quartile).
3Y return: 14.80% (bottom quartile).
1Y return: 3.65% (lower mid).
1M return: 0.51% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.20 (lower mid).

Tata Equity PE Fund

Highest AUM (₹8,882 Cr).
Oldest track record among peers (21 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.02% (top quartile).
3Y return: 19.42% (top quartile).
1Y return: 3.25% (bottom quartile).
Alpha: -5.82 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.81 (top quartile).

Tata Retirement Savings Fund - Progressive

Bottom quartile AUM (₹2,117 Cr).
Established history (14+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.76% (lower mid).
3Y return: 15.65% (upper mid).
1Y return: 1.94% (bottom quartile).
1M return: 0.33% (bottom quartile).
Alpha: -4.72 (bottom quartile).
Sharpe: -0.26 (bottom quartile).

Tata Treasury Advantage Fund

Lower mid AUM (₹3,357 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.39% (top quartile).
1M return: 0.57% (lower mid).
Sharpe: 1.92 (top quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.44% (top quartile).
Modified duration: 0.91 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.