Top Ranked Mutual Funds as per Risk Appetite

Updated on November 30, 2025 , 7171 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.

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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity	Sub Cat.
Aditya Birla Sun Life Savings Fund Growth	₹564.02 ↑ 0.11	₹22,389	1.6	3.3	7.6	7.5	7.9	6.81%	5M 19D	6M 22D	Ultrashort Bond
ICICI Prudential Ultra Short Term Fund Growth	₹28.4575 ↑ 0.01	₹17,841	1.6	3.2	7.2	7.2	7.5	6.64%	4M 24D	6M 11D	Ultrashort Bond
SBI Magnum Ultra Short Duration Fund Growth	₹6,132.72 ↑ 0.83	₹14,505	1.5	3.1	7.1	7.2	7.4	6.39%	4M 20D	5M 26D	Ultrashort Bond
Kotak Savings Fund Growth	₹43.9832 ↑ 0.01	₹15,149	1.5	3	6.9	7	7.2	6.49%	5M 12D	6M 11D	Ultrashort Bond
Nippon India Ultra Short Duration Fund Growth	₹4,132.66 ↑ 0.76	₹12,641	1.5	3	6.9	6.9	7.2	6.81%	5M 17D	7M 19D	Ultrashort Bond
Axis Liquid Fund Growth	₹2,978.34 ↑ 0.45	₹35,360	1.4	2.9	6.6	7	7.4	6%	1M 6D	1M 8D	Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 25

Research Highlights & Commentary of 6 Funds showcased

Commentary	Aditya Birla Sun Life Savings Fund	ICICI Prudential Ultra Short Term Fund	SBI Magnum Ultra Short Duration Fund	Kotak Savings Fund	Nippon India Ultra Short Duration Fund	Axis Liquid Fund
Point 1	Upper mid AUM (₹22,389 Cr).	Upper mid AUM (₹17,841 Cr).	Bottom quartile AUM (₹14,505 Cr).	Lower mid AUM (₹15,149 Cr).	Bottom quartile AUM (₹12,641 Cr).	Highest AUM (₹35,360 Cr).
Point 2	Established history (22+ yrs).	Established history (14+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (24+ yrs).	Established history (16+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Low.
Point 5	1Y return: 7.62% (top quartile).	1Y return: 7.23% (upper mid).	1Y return: 7.06% (upper mid).	1Y return: 6.93% (lower mid).	1Y return: 6.92% (bottom quartile).	1Y return: 6.64% (bottom quartile).
Point 6	1M return: 0.57% (top quartile).	1M return: 0.54% (upper mid).	1M return: 0.53% (upper mid).	1M return: 0.52% (bottom quartile).	1M return: 0.52% (lower mid).	1M return: 0.47% (bottom quartile).
Point 7	Sharpe: 3.40 (top quartile).	Sharpe: 2.79 (upper mid).	Sharpe: 2.48 (lower mid).	Sharpe: 1.86 (bottom quartile).	Sharpe: 2.13 (bottom quartile).	Sharpe: 3.13 (upper mid).
Point 8	Information 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 9	Yield to maturity (debt): 6.81% (top quartile).	Yield to maturity (debt): 6.64% (upper mid).	Yield to maturity (debt): 6.39% (bottom quartile).	Yield to maturity (debt): 6.49% (lower mid).	Yield to maturity (debt): 6.81% (upper mid).	Yield to maturity (debt): 6.00% (bottom quartile).
Point 10	Modified duration: 0.47 yrs (bottom quartile).	Modified duration: 0.40 yrs (upper mid).	Modified duration: 0.39 yrs (upper mid).	Modified duration: 0.45 yrs (lower mid).	Modified duration: 0.46 yrs (bottom quartile).	Modified duration: 0.10 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

Upper mid AUM (₹22,389 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.62% (top quartile).
1M return: 0.57% (top quartile).
Sharpe: 3.40 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.81% (top quartile).
Modified duration: 0.47 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

Upper mid AUM (₹17,841 Cr).
Established history (14+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
1Y return: 7.23% (upper mid).
1M return: 0.54% (upper mid).
Sharpe: 2.79 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.64% (upper mid).
Modified duration: 0.40 yrs (upper mid).

SBI Magnum Ultra Short Duration Fund

Bottom quartile AUM (₹14,505 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (lower mid).
Risk profile: Low.
1Y return: 7.06% (upper mid).
1M return: 0.53% (upper mid).
Sharpe: 2.48 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.39% (bottom quartile).
Modified duration: 0.39 yrs (upper mid).

Kotak Savings Fund

Lower mid AUM (₹15,149 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.93% (lower mid).
1M return: 0.52% (bottom quartile).
Sharpe: 1.86 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.49% (lower mid).
Modified duration: 0.45 yrs (lower mid).

Nippon India Ultra Short Duration Fund

Bottom quartile AUM (₹12,641 Cr).
Established history (24+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 6.92% (bottom quartile).
1M return: 0.52% (lower mid).
Sharpe: 2.13 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.81% (upper mid).
Modified duration: 0.46 yrs (bottom quartile).

Axis Liquid Fund

Highest AUM (₹35,360 Cr).
Established history (16+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.64% (bottom quartile).
1M return: 0.47% (bottom quartile).
Sharpe: 3.13 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.00% (bottom quartile).
Modified duration: 0.10 yrs (top quartile).

Top Ranked Mutual Funds for Low to Moderate Investors

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity	Sub Cat.
Axis Short Term Fund Growth	₹31.8351 ↑ 0.01	₹12,346	1.9	2.9	8.3	7.7	8	6.88%	2Y 2M 19D	2Y 8M 26D	Short term Bond
ICICI Prudential Corporate Bond Fund Growth	₹30.7245 ↑ 0.00	₹34,630	2	2.9	8.1	7.9	8	6.95%	3Y 1M 6D	5Y 8M 1D	Corporate Bond
Nippon India Prime Debt Fund Growth	₹61.6856 ↑ 0.04	₹10,732	2	2.4	8.1	7.9	8.4	6.98%	3Y 9M	5Y 29D	Corporate Bond
ICICI Prudential Short Term Fund Growth	₹61.9673 ↑ 0.01	₹22,880	2	3	8.1	7.7	7.8	7.19%	2Y 7M 13D	4Y 8M 12D	Short term Bond
HDFC Short Term Debt Fund Growth	₹32.9594 ↑ 0.01	₹17,947	1.9	2.7	8.1	7.8	8.3	6.98%	2Y 3M 14D	3Y 5M 8D	Short term Bond
Kotak Corporate Bond Fund Standard Growth	₹3,882.74 ↑ 1.76	₹18,909	2	2.5	8.1	7.7	8.3	6.9%	3Y 1M 24D	4Y 10M 20D	Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 25

Research Highlights & Commentary of 6 Funds showcased

Commentary	Axis Short Term Fund	ICICI Prudential Corporate Bond Fund	Nippon India Prime Debt Fund	ICICI Prudential Short Term Fund	HDFC Short Term Debt Fund	Kotak Corporate Bond Fund Standard
Point 1	Bottom quartile AUM (₹12,346 Cr).	Highest AUM (₹34,630 Cr).	Bottom quartile AUM (₹10,732 Cr).	Upper mid AUM (₹22,880 Cr).	Lower mid AUM (₹17,947 Cr).	Upper mid AUM (₹18,909 Cr).
Point 2	Established history (15+ yrs).	Established history (16+ yrs).	Oldest track record among peers (25 yrs).	Established history (24+ yrs).	Established history (15+ yrs).	Established history (18+ yrs).
Point 3	Rating: 3★ (bottom quartile).	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (upper mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (lower mid).
Point 4	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	1Y return: 8.30% (top quartile).	1Y return: 8.11% (upper mid).	1Y return: 8.08% (upper mid).	1Y return: 8.08% (lower mid).	1Y return: 8.07% (bottom quartile).	1Y return: 8.06% (bottom quartile).
Point 6	1M return: 0.53% (bottom quartile).	1M return: 0.56% (upper mid).	1M return: 0.51% (bottom quartile).	1M return: 0.63% (top quartile).	1M return: 0.55% (upper mid).	1M return: 0.54% (lower mid).
Point 7	Sharpe: 1.73 (top quartile).	Sharpe: 1.56 (upper mid).	Sharpe: 1.11 (bottom quartile).	Sharpe: 1.59 (upper mid).	Sharpe: 1.44 (lower mid).	Sharpe: 1.19 (bottom quartile).
Point 8	Information 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 9	Yield to maturity (debt): 6.88% (bottom quartile).	Yield to maturity (debt): 6.95% (lower mid).	Yield to maturity (debt): 6.98% (upper mid).	Yield to maturity (debt): 7.19% (top quartile).	Yield to maturity (debt): 6.98% (upper mid).	Yield to maturity (debt): 6.90% (bottom quartile).
Point 10	Modified duration: 2.22 yrs (top quartile).	Modified duration: 3.10 yrs (lower mid).	Modified duration: 3.75 yrs (bottom quartile).	Modified duration: 2.62 yrs (upper mid).	Modified duration: 2.29 yrs (upper mid).	Modified duration: 3.15 yrs (bottom quartile).

Axis Short Term Fund

Bottom quartile AUM (₹12,346 Cr).
Established history (15+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.30% (top quartile).
1M return: 0.53% (bottom quartile).
Sharpe: 1.73 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.88% (bottom quartile).
Modified duration: 2.22 yrs (top quartile).

ICICI Prudential Corporate Bond Fund

Highest AUM (₹34,630 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 8.11% (upper mid).
1M return: 0.56% (upper mid).
Sharpe: 1.56 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.95% (lower mid).
Modified duration: 3.10 yrs (lower mid).

Nippon India Prime Debt Fund

Bottom quartile AUM (₹10,732 Cr).
Oldest track record among peers (25 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately Low.
1Y return: 8.08% (upper mid).
1M return: 0.51% (bottom quartile).
Sharpe: 1.11 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.98% (upper mid).
Modified duration: 3.75 yrs (bottom quartile).

ICICI Prudential Short Term Fund

Upper mid AUM (₹22,880 Cr).
Established history (24+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 8.08% (lower mid).
1M return: 0.63% (top quartile).
Sharpe: 1.59 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.19% (top quartile).
Modified duration: 2.62 yrs (upper mid).

HDFC Short Term Debt Fund

Lower mid AUM (₹17,947 Cr).
Established history (15+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 8.07% (bottom quartile).
1M return: 0.55% (upper mid).
Sharpe: 1.44 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.98% (upper mid).
Modified duration: 2.29 yrs (upper mid).

Kotak Corporate Bond Fund Standard

Upper mid AUM (₹18,909 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.06% (bottom quartile).
1M return: 0.54% (lower mid).
Sharpe: 1.19 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.90% (bottom quartile).
Modified duration: 3.15 yrs (bottom quartile).

Top Ranked Mutual Funds for Moderate to High Investors

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth	₹41.1882 ↑ 0.05	₹2,807	2.4	3.4	11.1	9.5	12	10.5	Medium term Bond
Kotak Medium Term Fund Growth	₹23.5919 ↑ 0.02	₹2,082	2.9	3.7	8.9	8	6.4	9	Medium term Bond
Axis Strategic Bond Fund Growth	₹28.8587 ↑ 0.03	₹1,928	2.2	2.9	8.4	8	6.7	8.7	Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth	₹46.4145 ↑ 0.04	₹5,757	2.7	3.5	9	8	6.7	8	Medium term Bond
SBI Magnum Medium Duration Fund Growth	₹52.5191 ↑ 0.05	₹6,886	2.2	2.4	7.6	7.6	6.1	8.1	Medium term Bond
ICICI Prudential Gilt Fund Growth	₹104.128 ↓ -0.07	₹9,146	1.7	0.5	6.4	7.6	6.1	8.2	Government Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 25

Research Highlights & Commentary of 6 Funds showcased

Commentary	Aditya Birla Sun Life Medium Term Plan	Kotak Medium Term Fund	Axis Strategic Bond Fund	ICICI Prudential Medium Term Bond Fund	SBI Magnum Medium Duration Fund	ICICI Prudential Gilt Fund
Point 1	Lower mid AUM (₹2,807 Cr).	Bottom quartile AUM (₹2,082 Cr).	Bottom quartile AUM (₹1,928 Cr).	Upper mid AUM (₹5,757 Cr).	Upper mid AUM (₹6,886 Cr).	Highest AUM (₹9,146 Cr).
Point 2	Established history (16+ yrs).	Established history (11+ yrs).	Established history (13+ yrs).	Established history (21+ yrs).	Established history (22+ yrs).	Oldest track record among peers (26 yrs).
Point 3	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 11.13% (top quartile).	1Y return: 8.88% (upper mid).	1Y return: 8.37% (lower mid).	1Y return: 8.97% (upper mid).	1Y return: 7.61% (bottom quartile).	1Y return: 6.39% (bottom quartile).
Point 6	1M return: 0.69% (upper mid).	1M return: 0.79% (top quartile).	1M return: 0.60% (bottom quartile).	1M return: 0.75% (upper mid).	1M return: 0.64% (lower mid).	1M return: 0.04% (bottom quartile).
Point 7	Sharpe: 2.04 (top quartile).	Sharpe: 1.34 (lower mid).	Sharpe: 1.54 (upper mid).	Sharpe: 1.89 (upper mid).	Sharpe: 0.93 (bottom quartile).	Sharpe: 0.35 (bottom quartile).
Point 8	Information 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 9	Yield to maturity (debt): 7.63% (lower mid).	Yield to maturity (debt): 7.64% (upper mid).	Yield to maturity (debt): 7.79% (upper mid).	Yield to maturity (debt): 7.85% (top quartile).	Yield to maturity (debt): 7.56% (bottom quartile).	Yield to maturity (debt): 7.13% (bottom quartile).
Point 10	Modified duration: 3.73 yrs (bottom quartile).	Modified duration: 2.88 yrs (top quartile).	Modified duration: 3.17 yrs (upper mid).	Modified duration: 3.33 yrs (lower mid).	Modified duration: 3.20 yrs (upper mid).	Modified duration: 6.16 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

Lower mid AUM (₹2,807 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 11.13% (top quartile).
1M return: 0.69% (upper mid).
Sharpe: 2.04 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.63% (lower mid).
Modified duration: 3.73 yrs (bottom quartile).

Kotak Medium Term Fund

Bottom quartile AUM (₹2,082 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
1Y return: 8.88% (upper mid).
1M return: 0.79% (top quartile).
Sharpe: 1.34 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.64% (upper mid).
Modified duration: 2.88 yrs (top quartile).

Axis Strategic Bond Fund

Bottom quartile AUM (₹1,928 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 8.37% (lower mid).
1M return: 0.60% (bottom quartile).
Sharpe: 1.54 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.79% (upper mid).
Modified duration: 3.17 yrs (upper mid).

ICICI Prudential Medium Term Bond Fund

Upper mid AUM (₹5,757 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.97% (upper mid).
1M return: 0.75% (upper mid).
Sharpe: 1.89 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.85% (top quartile).
Modified duration: 3.33 yrs (lower mid).

SBI Magnum Medium Duration Fund

Upper mid AUM (₹6,886 Cr).
Established history (22+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 7.61% (bottom quartile).
1M return: 0.64% (lower mid).
Sharpe: 0.93 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.56% (bottom quartile).
Modified duration: 3.20 yrs (upper mid).

ICICI Prudential Gilt Fund

Highest AUM (₹9,146 Cr).
Oldest track record among peers (26 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 6.39% (bottom quartile).
1M return: 0.04% (bottom quartile).
Sharpe: 0.35 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.13% (bottom quartile).
Modified duration: 6.16 yrs (bottom quartile).

Top Ranked Mutual Funds for High Risk Investors

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sub Cat.
Motilal Oswal Midcap 30 Fund Growth	₹103.295 ↓ -0.20	₹37,501	-1.1	3.7	-5.6	24.9	29.5	57.1	Mid Cap
Nippon India Small Cap Fund Growth	₹167.889 ↓ -0.54	₹68,969	0.3	0.8	-5.3	20.5	28.8	26.1	Small Cap
Nippon India Multi Cap Fund Growth	₹302.495 ↓ -0.49	₹49,314	1.2	2.4	3.4	21	26.7	25.8	Multi Cap
HDFC Small Cap Fund Growth	₹140.763 ↓ -0.29	₹38,412	-1.1	4	0	20.2	26.6	20.4	Small Cap
HDFC Mid-Cap Opportunities Fund Growth	₹204.631 ↑ 0.04	₹89,383	6.3	8.2	8.6	24.9	26.5	28.6	Mid Cap
Edelweiss Mid Cap Fund Growth	₹104.356 ↓ -0.29	₹12,647	4.1	6.2	4.2	24.2	26	38.9	Mid Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 25

Research Highlights & Commentary of 6 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	Nippon India Multi Cap Fund	HDFC Small Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund
Point 1	Bottom quartile AUM (₹37,501 Cr).	Upper mid AUM (₹68,969 Cr).	Upper mid AUM (₹49,314 Cr).	Lower mid AUM (₹38,412 Cr).	Highest AUM (₹89,383 Cr).	Bottom quartile AUM (₹12,647 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Oldest track record among peers (20 yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).
Point 3	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 29.54% (top quartile).	5Y return: 28.85% (upper mid).	5Y return: 26.68% (upper mid).	5Y return: 26.61% (lower mid).	5Y return: 26.50% (bottom quartile).	5Y return: 25.99% (bottom quartile).
Point 6	3Y return: 24.95% (top quartile).	3Y return: 20.53% (bottom quartile).	3Y return: 20.97% (lower mid).	3Y return: 20.23% (bottom quartile).	3Y return: 24.87% (upper mid).	3Y return: 24.20% (upper mid).
Point 7	1Y return: -5.58% (bottom quartile).	1Y return: -5.26% (bottom quartile).	1Y return: 3.36% (upper mid).	1Y return: 0.02% (lower mid).	1Y return: 8.60% (top quartile).	1Y return: 4.18% (upper mid).
Point 8	Alpha: -4.22 (bottom quartile).	Alpha: -2.66 (bottom quartile).	Alpha: -0.58 (lower mid).	Alpha: 0.00 (upper mid).	Alpha: 1.17 (top quartile).	Alpha: -0.23 (upper mid).
Point 9	Sharpe: -0.13 (bottom quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: -0.07 (upper mid).	Sharpe: -0.07 (lower mid).	Sharpe: 0.15 (top quartile).	Sharpe: 0.07 (upper mid).
Point 10	Information ratio: 0.20 (upper mid).	Information ratio: -0.11 (bottom quartile).	Information ratio: 0.64 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.61 (upper mid).	Information ratio: 0.18 (lower mid).

Motilal Oswal Midcap 30 Fund

Bottom quartile AUM (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.54% (top quartile).
3Y return: 24.95% (top quartile).
1Y return: -5.58% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (bottom quartile).
Information ratio: 0.20 (upper mid).

Nippon India Small Cap Fund

Upper mid AUM (₹68,969 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 28.85% (upper mid).
3Y return: 20.53% (bottom quartile).
1Y return: -5.26% (bottom quartile).
Alpha: -2.66 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.11 (bottom quartile).

Nippon India Multi Cap Fund

Upper mid AUM (₹49,314 Cr).
Oldest track record among peers (20 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.68% (upper mid).
3Y return: 20.97% (lower mid).
1Y return: 3.36% (upper mid).
Alpha: -0.58 (lower mid).
Sharpe: -0.07 (upper mid).
Information ratio: 0.64 (top quartile).

HDFC Small Cap Fund

Lower mid AUM (₹38,412 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.61% (lower mid).
3Y return: 20.23% (bottom quartile).
1Y return: 0.02% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.07 (lower mid).
Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹89,383 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 26.50% (bottom quartile).
3Y return: 24.87% (upper mid).
1Y return: 8.60% (top quartile).
Alpha: 1.17 (top quartile).
Sharpe: 0.15 (top quartile).
Information ratio: 0.61 (upper mid).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 25.99% (bottom quartile).
3Y return: 24.20% (upper mid).
1Y return: 4.18% (upper mid).
Alpha: -0.23 (upper mid).
Sharpe: 0.07 (upper mid).
Information ratio: 0.18 (lower mid).

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