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Top Ranked Mutual Funds as per Risk Appetite

Updated on August 6, 2025 , 7034 views

While Investing, investors always look for the top ranked Mutual Funds to create a balanced Portfolio and earn better returns. Selecting and adding top performing funds in the portfolio is an essential process of investing in Mutual Funds. It is also a strategic way to accomplish a specific investment objective. To make the process of investing easy & simple for investors, we have shortlisted the top ranked Mutual Funds for investors with different risk appetite. Be it risk-averse investors, low-risk takers, moderate risk takers to high-risk takers, investors can invest according to their ability to tolerate risk in the investment.

However, investors can also choose funds independently, that’s by doing a self-analysis. Here are the top parameters that investors need to consider while looking for the Best Performing Mutual Funds.

Risk-appetite

Best Mutual Funds to Invest - Selection Criteria

Investors can determine the Top Mutual Funds to invest by themselves. Do to so, you need to consider various parameters, which determines the potential of the schemes. All the top ranking Mutual Fund schemes in India hold these traits, which therefore makes them the must-have schemes in the portfolio-

Fund Performance

Investors should evaluate the fund's performances for over a period of time. It is advised to go for a scheme that consistently beats its benchmark for over 4-5 years. Moreover, one should see each period, if the fund is able to beat its benchmark.

Fund Manager

A fund manager overall plays an important role in the fund’s performance. Therefore, you should know who is the fund manager of the scheme that you wish to invest and his past track record. Investors should analyse the performance the fund that is managed by the fund manager. Top ranked Mutual Fund would mostly have the fund manager who have been consistent over his career.

Expense Ratio

Schemes that are top performers may have a low or a high expense ratio, but the schemes are worth investing. The expense ratio is the charges like management fees, operating costs, etc., charged by the Asset Management Company (AMC). Many times, investors go for a fund that has a lower expense ratio, but it is something which should not surpass other important factors such as fund performance, etc.

Asset Size

While choosing a top performing scheme, it is suggested to go for the one whose AUM (Asset Under Management) is approximately same as the category.

Investors looking for a hassle-free investment, here's the best Mutual Funds to invest in 2025. These funds have been shortlisted as per the category ranking.

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Top Ranked Mutual Funds for Risk Averse Investors

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Aditya Birla Sun Life Savings Fund Growth ₹553.023
↑ 0.11
₹20,22824.18.17.47.96.72%5M 26D6M 29D Ultrashort Bond
ICICI Prudential Ultra Short Term Fund Growth ₹27.9186
↑ 0.00
₹16,0511.83.97.57.17.56.79%5M 12D7M 24D Ultrashort Bond
SBI Magnum Ultra Short Duration Fund Growth ₹6,019.96
↑ 0.96
₹16,4081.73.87.57.17.46.26%5M 1D6M 4D Ultrashort Bond
Kotak Savings Fund Growth ₹43.2017
↑ 0.01
₹15,5271.83.87.36.97.26.49%5M 12D5M 19D Ultrashort Bond
Axis Liquid Fund Growth ₹2,925.12
↑ 0.39
₹33,5291.53.47.177.45.96%1M 27D2M 1D Liquid Fund
DSP Liquidity Fund Growth ₹3,750.56
↑ 0.49
₹16,9261.53.3777.45.95%1M 28D2M 1D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Savings FundICICI Prudential Ultra Short Term FundSBI Magnum Ultra Short Duration FundKotak Savings FundAxis Liquid FundDSP Liquidity Fund
Point 1Upper mid AUM (₹20,228 Cr).Bottom quartile AUM (₹16,051 Cr).Lower mid AUM (₹16,408 Cr).Bottom quartile AUM (₹15,527 Cr).Highest AUM (₹33,529 Cr).Upper mid AUM (₹16,926 Cr).
Point 2Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (26 yrs).Established history (21+ yrs).Established history (15+ yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 8.07% (top quartile).1Y return: 7.55% (upper mid).1Y return: 7.47% (upper mid).1Y return: 7.32% (lower mid).1Y return: 7.06% (bottom quartile).1Y return: 7.04% (bottom quartile).
Point 61M return: 0.50% (top quartile).1M return: 0.48% (upper mid).1M return: 0.47% (upper mid).1M return: 0.46% (lower mid).1M return: 0.45% (bottom quartile).1M return: 0.45% (bottom quartile).
Point 7Sharpe: 3.55 (upper mid).Sharpe: 2.79 (lower mid).Sharpe: 2.74 (bottom quartile).Sharpe: 2.10 (bottom quartile).Sharpe: 3.87 (upper mid).Sharpe: 4.37 (top quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 6.72% (upper mid).Yield to maturity (debt): 6.79% (top quartile).Yield to maturity (debt): 6.26% (lower mid).Yield to maturity (debt): 6.49% (upper mid).Yield to maturity (debt): 5.96% (bottom quartile).Yield to maturity (debt): 5.95% (bottom quartile).
Point 10Modified duration: 0.49 yrs (bottom quartile).Modified duration: 0.45 yrs (lower mid).Modified duration: 0.42 yrs (upper mid).Modified duration: 0.45 yrs (bottom quartile).Modified duration: 0.16 yrs (top quartile).Modified duration: 0.16 yrs (upper mid).

Aditya Birla Sun Life Savings Fund

  • Upper mid AUM (₹20,228 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.07% (top quartile).
  • 1M return: 0.50% (top quartile).
  • Sharpe: 3.55 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.72% (upper mid).
  • Modified duration: 0.49 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

  • Bottom quartile AUM (₹16,051 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.55% (upper mid).
  • 1M return: 0.48% (upper mid).
  • Sharpe: 2.79 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.79% (top quartile).
  • Modified duration: 0.45 yrs (lower mid).

SBI Magnum Ultra Short Duration Fund

  • Lower mid AUM (₹16,408 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.47% (upper mid).
  • 1M return: 0.47% (upper mid).
  • Sharpe: 2.74 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.26% (lower mid).
  • Modified duration: 0.42 yrs (upper mid).

Kotak Savings Fund

  • Bottom quartile AUM (₹15,527 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.32% (lower mid).
  • 1M return: 0.46% (lower mid).
  • Sharpe: 2.10 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.49% (upper mid).
  • Modified duration: 0.45 yrs (bottom quartile).

Axis Liquid Fund

  • Highest AUM (₹33,529 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.06% (bottom quartile).
  • 1M return: 0.45% (bottom quartile).
  • Sharpe: 3.87 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.96% (bottom quartile).
  • Modified duration: 0.16 yrs (top quartile).

DSP Liquidity Fund

  • Upper mid AUM (₹16,926 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.04% (bottom quartile).
  • 1M return: 0.45% (bottom quartile).
  • Sharpe: 4.37 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.95% (bottom quartile).
  • Modified duration: 0.16 yrs (upper mid).

Top Ranked Mutual Funds for Low to Moderate Investors

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Axis Short Term Fund Growth ₹31.2508
↑ 0.01
₹11,4672597.686.8%2Y 2M 19D2Y 8M 12D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹3,812.49
↑ 0.32
₹17,3041.94.88.97.88.36.84%2Y 10M 24D4Y 22D Corporate Bond
HDFC Short Term Debt Fund Growth ₹32.3419
↑ 0.00
₹17,40224.78.87.88.36.88%2Y 6M 11D3Y 9M 11D Short term Bond
SBI Short Term Debt Fund Growth ₹32.4549
↑ 0.00
₹16,0531.94.88.77.57.76.84%2Y 5M 16D3Y 14D Short term Bond
HDFC Corporate Bond Fund Growth ₹32.8518
↓ 0.00
₹35,6861.74.68.788.66.94%4Y 3M 14D6Y 10M 20D Corporate Bond
Bandhan Bond Fund Short Term Plan Growth ₹57.7237
↓ -0.01
₹10,7721.94.88.77.47.86.45%2Y 10M 28D3Y 9M 11D Short term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Short Term FundKotak Corporate Bond Fund Standard HDFC Short Term Debt FundSBI Short Term Debt FundHDFC Corporate Bond FundBandhan Bond Fund Short Term Plan
Point 1Bottom quartile AUM (₹11,467 Cr).Upper mid AUM (₹17,304 Cr).Upper mid AUM (₹17,402 Cr).Lower mid AUM (₹16,053 Cr).Highest AUM (₹35,686 Cr).Bottom quartile AUM (₹10,772 Cr).
Point 2Established history (15+ yrs).Established history (17+ yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (15+ yrs).Oldest track record among peers (24 yrs).
Point 3Rating: 3★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Top rated.Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 9.04% (top quartile).1Y return: 8.92% (upper mid).1Y return: 8.78% (upper mid).1Y return: 8.74% (lower mid).1Y return: 8.73% (bottom quartile).1Y return: 8.71% (bottom quartile).
Point 61M return: 0.38% (top quartile).1M return: 0.31% (bottom quartile).1M return: 0.35% (upper mid).1M return: 0.35% (upper mid).1M return: 0.30% (bottom quartile).1M return: 0.32% (lower mid).
Point 7Sharpe: 2.32 (top quartile).Sharpe: 1.98 (bottom quartile).Sharpe: 2.20 (upper mid).Sharpe: 1.99 (lower mid).Sharpe: 1.57 (bottom quartile).Sharpe: 2.04 (upper mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 6.80% (bottom quartile).Yield to maturity (debt): 6.84% (upper mid).Yield to maturity (debt): 6.88% (upper mid).Yield to maturity (debt): 6.84% (lower mid).Yield to maturity (debt): 6.94% (top quartile).Yield to maturity (debt): 6.45% (bottom quartile).
Point 10Modified duration: 2.22 yrs (top quartile).Modified duration: 2.90 yrs (lower mid).Modified duration: 2.53 yrs (upper mid).Modified duration: 2.46 yrs (upper mid).Modified duration: 4.29 yrs (bottom quartile).Modified duration: 2.91 yrs (bottom quartile).

Axis Short Term Fund

  • Bottom quartile AUM (₹11,467 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 9.04% (top quartile).
  • 1M return: 0.38% (top quartile).
  • Sharpe: 2.32 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.80% (bottom quartile).
  • Modified duration: 2.22 yrs (top quartile).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹17,304 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.92% (upper mid).
  • 1M return: 0.31% (bottom quartile).
  • Sharpe: 1.98 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.84% (upper mid).
  • Modified duration: 2.90 yrs (lower mid).

HDFC Short Term Debt Fund

  • Upper mid AUM (₹17,402 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.78% (upper mid).
  • 1M return: 0.35% (upper mid).
  • Sharpe: 2.20 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.88% (upper mid).
  • Modified duration: 2.53 yrs (upper mid).

SBI Short Term Debt Fund

  • Lower mid AUM (₹16,053 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.74% (lower mid).
  • 1M return: 0.35% (upper mid).
  • Sharpe: 1.99 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.84% (lower mid).
  • Modified duration: 2.46 yrs (upper mid).

HDFC Corporate Bond Fund

  • Highest AUM (₹35,686 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.73% (bottom quartile).
  • 1M return: 0.30% (bottom quartile).
  • Sharpe: 1.57 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.94% (top quartile).
  • Modified duration: 4.29 yrs (bottom quartile).

Bandhan Bond Fund Short Term Plan

  • Bottom quartile AUM (₹10,772 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.71% (bottom quartile).
  • 1M return: 0.32% (lower mid).
  • Sharpe: 2.04 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.45% (bottom quartile).
  • Modified duration: 2.91 yrs (bottom quartile).

Top Ranked Mutual Funds for Moderate to High Investors

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹40.2634
↑ 0.01
₹2,7322.37.413.49.512.310.5 Medium term Bond
ICICI Prudential Gilt Fund Growth ₹103.325
↓ -0.11
₹7,2760.84.58.38.56.38.2 Government Bond
SBI Magnum Gilt Fund Growth ₹65.9489
↓ -0.04
₹12,149-0.83.26.5868.9 Government Bond
Axis Strategic Bond Fund Growth ₹28.2608
↑ 0.00
₹1,9421.84.9986.98.7 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹45.2232
↓ -0.03
₹5,7011.94.897.86.98 Medium term Bond
SBI Magnum Medium Duration Fund Growth ₹51.5016
↓ -0.02
₹6,5061.44.38.37.76.48.1 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanICICI Prudential Gilt FundSBI Magnum Gilt FundAxis Strategic Bond FundICICI Prudential Medium Term Bond FundSBI Magnum Medium Duration Fund
Point 1Bottom quartile AUM (₹2,732 Cr).Upper mid AUM (₹7,276 Cr).Highest AUM (₹12,149 Cr).Bottom quartile AUM (₹1,942 Cr).Lower mid AUM (₹5,701 Cr).Upper mid AUM (₹6,506 Cr).
Point 2Established history (16+ yrs).Oldest track record among peers (25 yrs).Established history (24+ yrs).Established history (13+ yrs).Established history (20+ yrs).Established history (21+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 13.37% (top quartile).1Y return: 8.27% (bottom quartile).1Y return: 6.49% (bottom quartile).1Y return: 9.02% (upper mid).1Y return: 8.99% (upper mid).1Y return: 8.29% (lower mid).
Point 61M return: 0.43% (top quartile).1M return: -0.13% (bottom quartile).1M return: -0.32% (bottom quartile).1M return: 0.30% (upper mid).1M return: 0.32% (upper mid).1M return: 0.15% (lower mid).
Point 7Sharpe: 3.02 (top quartile).Sharpe: 1.34 (bottom quartile).Sharpe: 0.35 (bottom quartile).Sharpe: 2.09 (upper mid).Sharpe: 2.48 (upper mid).Sharpe: 1.57 (lower mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 7.52% (upper mid).Yield to maturity (debt): 6.39% (bottom quartile).Yield to maturity (debt): 6.47% (bottom quartile).Yield to maturity (debt): 7.66% (upper mid).Yield to maturity (debt): 7.69% (top quartile).Yield to maturity (debt): 7.23% (lower mid).
Point 10Modified duration: 3.63 yrs (lower mid).Modified duration: 3.25 yrs (upper mid).Modified duration: 6.68 yrs (bottom quartile).Modified duration: 3.22 yrs (upper mid).Modified duration: 2.91 yrs (top quartile).Modified duration: 3.78 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

  • Bottom quartile AUM (₹2,732 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 13.37% (top quartile).
  • 1M return: 0.43% (top quartile).
  • Sharpe: 3.02 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.52% (upper mid).
  • Modified duration: 3.63 yrs (lower mid).

ICICI Prudential Gilt Fund

  • Upper mid AUM (₹7,276 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.27% (bottom quartile).
  • 1M return: -0.13% (bottom quartile).
  • Sharpe: 1.34 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.39% (bottom quartile).
  • Modified duration: 3.25 yrs (upper mid).

SBI Magnum Gilt Fund

  • Highest AUM (₹12,149 Cr).
  • Established history (24+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.49% (bottom quartile).
  • 1M return: -0.32% (bottom quartile).
  • Sharpe: 0.35 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.47% (bottom quartile).
  • Modified duration: 6.68 yrs (bottom quartile).

Axis Strategic Bond Fund

  • Bottom quartile AUM (₹1,942 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 9.02% (upper mid).
  • 1M return: 0.30% (upper mid).
  • Sharpe: 2.09 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.66% (upper mid).
  • Modified duration: 3.22 yrs (upper mid).

ICICI Prudential Medium Term Bond Fund

  • Lower mid AUM (₹5,701 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.99% (upper mid).
  • 1M return: 0.32% (upper mid).
  • Sharpe: 2.48 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.69% (top quartile).
  • Modified duration: 2.91 yrs (top quartile).

SBI Magnum Medium Duration Fund

  • Upper mid AUM (₹6,506 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.29% (lower mid).
  • 1M return: 0.15% (lower mid).
  • Sharpe: 1.57 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.23% (lower mid).
  • Modified duration: 3.78 yrs (bottom quartile).

Top Ranked Mutual Funds for High Risk Investors

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81
₹66,6027.84.1-4.8243426.1 Small Cap
Motilal Oswal Midcap 30 Fund  Growth ₹99.4516
↓ -2.77
₹33,0534.32.11.827.433.357.1 Mid Cap
HDFC Small Cap Fund Growth ₹138.38
↓ -1.03
₹35,78113.67.82.524.131.520.4 Small Cap
Franklin India Smaller Companies Fund Growth ₹165.7
↓ -1.73
₹13,9954.80.9-7.123.131.323.2 Small Cap
Nippon India Multi Cap Fund Growth ₹293.48
↓ -2.42
₹45,3667.27.92.123.430.525.8 Multi Cap
ICICI Prudential Smallcap Fund Growth ₹86.15
↓ -0.27
₹8,566105.6-217.930.115.6 Small Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryNippon India Small Cap FundMotilal Oswal Midcap 30 Fund HDFC Small Cap FundFranklin India Smaller Companies FundNippon India Multi Cap FundICICI Prudential Smallcap Fund
Point 1Highest AUM (₹66,602 Cr).Lower mid AUM (₹33,053 Cr).Upper mid AUM (₹35,781 Cr).Bottom quartile AUM (₹13,995 Cr).Upper mid AUM (₹45,366 Cr).Bottom quartile AUM (₹8,566 Cr).
Point 2Established history (14+ yrs).Established history (11+ yrs).Established history (17+ yrs).Established history (19+ yrs).Oldest track record among peers (20 yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 34.05% (top quartile).5Y return: 33.29% (upper mid).5Y return: 31.53% (upper mid).5Y return: 31.31% (lower mid).5Y return: 30.54% (bottom quartile).5Y return: 30.06% (bottom quartile).
Point 63Y return: 23.96% (upper mid).3Y return: 27.39% (top quartile).3Y return: 24.13% (upper mid).3Y return: 23.08% (bottom quartile).3Y return: 23.42% (lower mid).3Y return: 17.89% (bottom quartile).
Point 71Y return: -4.79% (bottom quartile).1Y return: 1.83% (upper mid).1Y return: 2.46% (top quartile).1Y return: -7.14% (bottom quartile).1Y return: 2.11% (upper mid).1Y return: -1.98% (lower mid).
Point 8Alpha: -2.86 (lower mid).Alpha: 3.89 (top quartile).Alpha: 0.00 (upper mid).Alpha: -7.46 (bottom quartile).Alpha: 0.04 (upper mid).Alpha: -4.06 (bottom quartile).
Point 9Sharpe: -0.10 (lower mid).Sharpe: 0.23 (top quartile).Sharpe: 0.07 (upper mid).Sharpe: -0.33 (bottom quartile).Sharpe: 0.03 (upper mid).Sharpe: -0.18 (bottom quartile).
Point 10Information ratio: -0.10 (lower mid).Information ratio: 0.44 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: -0.13 (bottom quartile).Information ratio: 0.97 (top quartile).Information ratio: -1.16 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹66,602 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 34.05% (top quartile).
  • 3Y return: 23.96% (upper mid).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: -2.86 (lower mid).
  • Sharpe: -0.10 (lower mid).
  • Information ratio: -0.10 (lower mid).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (upper mid).
  • 3Y return: 27.39% (top quartile).
  • 1Y return: 1.83% (upper mid).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (top quartile).
  • Information ratio: 0.44 (upper mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.53% (upper mid).
  • 3Y return: 24.13% (upper mid).
  • 1Y return: 2.46% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,995 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.31% (lower mid).
  • 3Y return: 23.08% (bottom quartile).
  • 1Y return: -7.14% (bottom quartile).
  • Alpha: -7.46 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,366 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.54% (bottom quartile).
  • 3Y return: 23.42% (lower mid).
  • 1Y return: 2.11% (upper mid).
  • Alpha: 0.04 (upper mid).
  • Sharpe: 0.03 (upper mid).
  • Information ratio: 0.97 (top quartile).

ICICI Prudential Smallcap Fund

  • Bottom quartile AUM (₹8,566 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.06% (bottom quartile).
  • 3Y return: 17.89% (bottom quartile).
  • 1Y return: -1.98% (lower mid).
  • Alpha: -4.06 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.16 (bottom quartile).

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