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Top Ranked Mutual Funds as per Risk Appetite

Updated on August 27, 2025 , 7054 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 ₹554.641
↑ 0.03
₹20,7951.747.97.47.96.6%5M 26D7M 2D Ultrashort Bond
ICICI Prudential Ultra Short Term Fund Growth ₹28.0036
↑ 0.00
₹16,3821.63.87.57.17.56.63%4M 24D7M 6D Ultrashort Bond
SBI Magnum Ultra Short Duration Fund Growth ₹6,037.61
↑ 0.50
₹15,9021.63.77.47.17.46.13%4M 20D5M 12D Ultrashort Bond
Kotak Savings Fund Growth ₹43.3175
↓ 0.00
₹15,9541.53.77.26.97.26.36%5M 19D6M Ultrashort Bond
Nippon India Ultra Short Duration Fund Growth ₹4,069.93
↑ 0.26
₹10,2521.53.67.26.97.26.72%5M 12D8M 1D Ultrashort Bond
Axis Liquid Fund Growth ₹2,934.48
↑ 0.45
₹36,7571.53.3777.45.85%1M 12D1M 15D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 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 FundNippon India Ultra Short Duration FundAxis Liquid Fund
Point 1Upper mid AUM (₹20,795 Cr).Upper mid AUM (₹16,382 Cr).Bottom quartile AUM (₹15,902 Cr).Lower mid AUM (₹15,954 Cr).Bottom quartile AUM (₹10,252 Cr).Highest AUM (₹36,757 Cr).
Point 2Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (26 yrs).Established history (21+ yrs).Established history (23+ yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 7.94% (top quartile).1Y return: 7.47% (upper mid).1Y return: 7.37% (upper mid).1Y return: 7.22% (lower mid).1Y return: 7.20% (bottom quartile).1Y return: 6.99% (bottom quartile).
Point 61M return: 0.45% (upper mid).1M return: 0.46% (upper mid).1M return: 0.45% (lower mid).1M return: 0.42% (bottom quartile).1M return: 0.44% (bottom quartile).1M return: 0.47% (top quartile).
Point 7Sharpe: 3.76 (top quartile).Sharpe: 2.80 (upper mid).Sharpe: 2.77 (lower mid).Sharpe: 2.11 (bottom quartile).Sharpe: 2.22 (bottom quartile).Sharpe: 3.64 (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): 6.60% (upper mid).Yield to maturity (debt): 6.63% (upper mid).Yield to maturity (debt): 6.13% (bottom quartile).Yield to maturity (debt): 6.36% (lower mid).Yield to maturity (debt): 6.72% (top quartile).Yield to maturity (debt): 5.85% (bottom quartile).
Point 10Modified duration: 0.49 yrs (bottom quartile).Modified duration: 0.40 yrs (upper mid).Modified duration: 0.39 yrs (upper mid).Modified duration: 0.47 yrs (bottom quartile).Modified duration: 0.45 yrs (lower mid).Modified duration: 0.12 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

  • Upper mid AUM (₹20,795 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.94% (top quartile).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 3.76 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.60% (upper mid).
  • Modified duration: 0.49 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

  • Upper mid AUM (₹16,382 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.47% (upper mid).
  • 1M return: 0.46% (upper mid).
  • Sharpe: 2.80 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.63% (upper mid).
  • Modified duration: 0.40 yrs (upper mid).

SBI Magnum Ultra Short Duration Fund

  • Bottom quartile AUM (₹15,902 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.37% (upper mid).
  • 1M return: 0.45% (lower mid).
  • Sharpe: 2.77 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.13% (bottom quartile).
  • Modified duration: 0.39 yrs (upper mid).

Kotak Savings Fund

  • Lower mid AUM (₹15,954 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 7.22% (lower mid).
  • 1M return: 0.42% (bottom quartile).
  • Sharpe: 2.11 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.36% (lower mid).
  • Modified duration: 0.47 yrs (bottom quartile).

Nippon India Ultra Short Duration Fund

  • Bottom quartile AUM (₹10,252 Cr).
  • Established history (23+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 7.20% (bottom quartile).
  • 1M return: 0.44% (bottom quartile).
  • Sharpe: 2.22 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.72% (top quartile).
  • Modified duration: 0.45 yrs (lower mid).

Axis Liquid Fund

  • Highest AUM (₹36,757 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.99% (bottom quartile).
  • 1M return: 0.47% (top quartile).
  • Sharpe: 3.64 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.85% (bottom quartile).
  • Modified duration: 0.12 yrs (top quartile).

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 ₹31.24
↓ -0.02
₹11,76014.78.57.486.76%2Y 2M 5D2Y 10M 20D Short term Bond
Nippon India Prime Debt Fund Growth ₹60.487
↓ -0.06
₹10,0130.44.58.47.88.46.81%3Y 6M 7D4Y 7M 20D Corporate Bond
HDFC Short Term Debt Fund Growth ₹32.3352
↓ -0.01
₹18,1430.84.58.27.68.36.8%2Y 4M 10D3Y 6M 25D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹3,805.42
↓ -2.77
₹17,8110.54.48.27.58.36.83%3Y 3M 4D4Y 11M 16D Corporate Bond
SBI Short Term Debt Fund Growth ₹32.4339
↓ -0.02
₹16,4530.84.48.27.37.76.87%2Y 8M 23D3Y 4M 20D Short term Bond
ICICI Prudential Corporate Bond Fund Growth ₹30.1121
↓ -0.03
₹33,5740.94.48.27.886.78%2Y 5M 26D4Y 6M 29D Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Short Term FundNippon India Prime Debt FundHDFC Short Term Debt FundKotak Corporate Bond Fund Standard SBI Short Term Debt FundICICI Prudential Corporate Bond Fund
Point 1Bottom quartile AUM (₹11,760 Cr).Bottom quartile AUM (₹10,013 Cr).Upper mid AUM (₹18,143 Cr).Upper mid AUM (₹17,811 Cr).Lower mid AUM (₹16,453 Cr).Highest AUM (₹33,574 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (24 yrs).Established history (15+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (16+ yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).
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: 8.53% (top quartile).1Y return: 8.40% (upper mid).1Y return: 8.25% (upper mid).1Y return: 8.22% (lower mid).1Y return: 8.20% (bottom quartile).1Y return: 8.16% (bottom quartile).
Point 61M return: 0.09% (top quartile).1M return: -0.23% (bottom quartile).1M return: 0.06% (upper mid).1M return: -0.12% (bottom quartile).1M return: 0.04% (upper mid).1M return: 0.02% (lower mid).
Point 7Sharpe: 2.19 (top quartile).Sharpe: 1.79 (bottom quartile).Sharpe: 2.01 (upper mid).Sharpe: 1.80 (bottom quartile).Sharpe: 1.89 (lower mid).Sharpe: 2.12 (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): 6.76% (bottom quartile).Yield to maturity (debt): 6.81% (upper mid).Yield to maturity (debt): 6.80% (lower mid).Yield to maturity (debt): 6.83% (upper mid).Yield to maturity (debt): 6.87% (top quartile).Yield to maturity (debt): 6.78% (bottom quartile).
Point 10Modified duration: 2.18 yrs (top quartile).Modified duration: 3.52 yrs (bottom quartile).Modified duration: 2.36 yrs (upper mid).Modified duration: 3.26 yrs (bottom quartile).Modified duration: 2.73 yrs (lower mid).Modified duration: 2.49 yrs (upper mid).

Axis Short Term Fund

  • Bottom quartile AUM (₹11,760 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.53% (top quartile).
  • 1M return: 0.09% (top quartile).
  • Sharpe: 2.19 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.76% (bottom quartile).
  • Modified duration: 2.18 yrs (top quartile).

Nippon India Prime Debt Fund

  • Bottom quartile AUM (₹10,013 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.40% (upper mid).
  • 1M return: -0.23% (bottom quartile).
  • Sharpe: 1.79 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.81% (upper mid).
  • Modified duration: 3.52 yrs (bottom quartile).

HDFC Short Term Debt Fund

  • Upper mid AUM (₹18,143 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.25% (upper mid).
  • 1M return: 0.06% (upper mid).
  • Sharpe: 2.01 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.80% (lower mid).
  • Modified duration: 2.36 yrs (upper mid).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹17,811 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.22% (lower mid).
  • 1M return: -0.12% (bottom quartile).
  • Sharpe: 1.80 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.83% (upper mid).
  • Modified duration: 3.26 yrs (bottom quartile).

SBI Short Term Debt Fund

  • Lower mid AUM (₹16,453 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.20% (bottom quartile).
  • 1M return: 0.04% (upper mid).
  • Sharpe: 1.89 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.87% (top quartile).
  • Modified duration: 2.73 yrs (lower mid).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹33,574 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.16% (bottom quartile).
  • 1M return: 0.02% (lower mid).
  • Sharpe: 2.12 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.78% (bottom quartile).
  • Modified duration: 2.49 yrs (upper mid).

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 ₹40.2079
↓ -0.05
₹2,7440.94.712.79.212.310.5 Medium term Bond
Axis Strategic Bond Fund Growth ₹28.2419
↓ -0.02
₹1,9380.74.58.47.878.7 Medium term Bond
ICICI Prudential Gilt Fund Growth ₹102.404
↓ -0.30
₹7,330-1.23.46.87.66.58.2 Government Bond
ICICI Prudential Medium Term Bond Fund Growth ₹45.2103
↓ -0.01
₹5,6880.84.58.57.678 Medium term Bond
SBI Magnum Medium Duration Fund Growth ₹51.3816
↓ -0.08
₹6,5890.13.87.67.46.48.1 Medium term Bond
Kotak Medium Term Fund Growth ₹22.9284
↑ 0.01
₹1,8170.74.48.47.46.79 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanAxis Strategic Bond FundICICI Prudential Gilt FundICICI Prudential Medium Term Bond FundSBI Magnum Medium Duration FundKotak Medium Term Fund
Point 1Lower mid AUM (₹2,744 Cr).Bottom quartile AUM (₹1,938 Cr).Highest AUM (₹7,330 Cr).Upper mid AUM (₹5,688 Cr).Upper mid AUM (₹6,589 Cr).Bottom quartile AUM (₹1,817 Cr).
Point 2Established history (16+ yrs).Established history (13+ yrs).Oldest track record among peers (26 yrs).Established history (20+ yrs).Established history (21+ yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).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: 12.74% (top quartile).1Y return: 8.43% (upper mid).1Y return: 6.84% (bottom quartile).1Y return: 8.48% (upper mid).1Y return: 7.55% (bottom quartile).1Y return: 8.36% (lower mid).
Point 61M return: -0.08% (lower mid).1M return: 0.01% (top quartile).1M return: -1.31% (bottom quartile).1M return: 0.01% (upper mid).1M return: -0.26% (bottom quartile).1M return: -0.01% (upper mid).
Point 7Sharpe: 2.94 (top quartile).Sharpe: 1.96 (upper mid).Sharpe: 1.16 (bottom quartile).Sharpe: 2.39 (upper mid).Sharpe: 1.35 (bottom quartile).Sharpe: 1.81 (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): 7.44% (lower mid).Yield to maturity (debt): 7.64% (upper mid).Yield to maturity (debt): 6.63% (bottom quartile).Yield to maturity (debt): 7.67% (upper mid).Yield to maturity (debt): 7.29% (bottom quartile).Yield to maturity (debt): 7.73% (top quartile).
Point 10Modified duration: 3.55 yrs (lower mid).Modified duration: 3.01 yrs (top quartile).Modified duration: 4.18 yrs (bottom quartile).Modified duration: 3.10 yrs (upper mid).Modified duration: 3.79 yrs (bottom quartile).Modified duration: 3.31 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

  • Lower mid AUM (₹2,744 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 12.74% (top quartile).
  • 1M return: -0.08% (lower mid).
  • Sharpe: 2.94 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.44% (lower mid).
  • Modified duration: 3.55 yrs (lower mid).

Axis Strategic Bond Fund

  • Bottom quartile AUM (₹1,938 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.43% (upper mid).
  • 1M return: 0.01% (top quartile).
  • Sharpe: 1.96 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.64% (upper mid).
  • Modified duration: 3.01 yrs (top quartile).

ICICI Prudential Gilt Fund

  • Highest AUM (₹7,330 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.84% (bottom quartile).
  • 1M return: -1.31% (bottom quartile).
  • Sharpe: 1.16 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.63% (bottom quartile).
  • Modified duration: 4.18 yrs (bottom quartile).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,688 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.48% (upper mid).
  • 1M return: 0.01% (upper mid).
  • Sharpe: 2.39 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.67% (upper mid).
  • Modified duration: 3.10 yrs (upper mid).

SBI Magnum Medium Duration Fund

  • Upper mid AUM (₹6,589 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 7.55% (bottom quartile).
  • 1M return: -0.26% (bottom quartile).
  • Sharpe: 1.35 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.29% (bottom quartile).
  • Modified duration: 3.79 yrs (bottom quartile).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,817 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 8.36% (lower mid).
  • 1M return: -0.01% (upper mid).
  • Sharpe: 1.81 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.73% (top quartile).
  • Modified duration: 3.31 yrs (upper mid).

Top Ranked Mutual Funds for High Risk Investors

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Motilal Oswal Midcap 30 Fund  Growth ₹101.99
↓ -0.51
₹33,6091.9150.128.132.257.1 Mid Cap
Nippon India Small Cap Fund Growth ₹164.4
↓ -0.52
₹65,922-0.617.9-7.9233126.1 Small Cap
HDFC Small Cap Fund Growth ₹139.273
↓ -0.17
₹36,3533.222.4-12328.920.4 Small Cap
Franklin India Smaller Companies Fund Growth ₹165.63
↓ -0.12
₹13,825-3.115.6-10.222.62823.2 Small Cap
Nippon India Multi Cap Fund Growth ₹295.877
↓ -0.29
₹45,8810.518-0.123.42825.8 Multi Cap
Edelweiss Mid Cap Fund Growth ₹98.569
↓ -0.42
₹11,0270.518.9-0.323.727.938.9 Mid Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Nippon India Small Cap FundHDFC Small Cap FundFranklin India Smaller Companies FundNippon India Multi Cap FundEdelweiss Mid Cap Fund
Point 1Lower mid AUM (₹33,609 Cr).Highest AUM (₹65,922 Cr).Upper mid AUM (₹36,353 Cr).Bottom quartile AUM (₹13,825 Cr).Upper mid AUM (₹45,881 Cr).Bottom quartile AUM (₹11,027 Cr).
Point 2Established history (11+ yrs).Established history (14+ yrs).Established history (17+ yrs).Established history (19+ yrs).Oldest track record among peers (20 yrs).Established history (17+ yrs).
Point 3Rating: 3★ (lower mid).Top rated.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: High.
Point 55Y return: 32.15% (top quartile).5Y return: 31.05% (upper mid).5Y return: 28.86% (upper mid).5Y return: 28.04% (lower mid).5Y return: 28.03% (bottom quartile).5Y return: 27.93% (bottom quartile).
Point 63Y return: 28.09% (top quartile).3Y return: 22.96% (lower mid).3Y return: 22.95% (bottom quartile).3Y return: 22.63% (bottom quartile).3Y return: 23.43% (upper mid).3Y return: 23.65% (upper mid).
Point 71Y return: 0.15% (top quartile).1Y return: -7.92% (bottom quartile).1Y return: -0.95% (lower mid).1Y return: -10.16% (bottom quartile).1Y return: -0.15% (upper mid).1Y return: -0.26% (upper mid).
Point 8Alpha: 3.70 (upper mid).Alpha: -3.84 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: -5.51 (bottom quartile).Alpha: 2.00 (upper mid).Alpha: 5.32 (top quartile).
Point 9Sharpe: -0.11 (upper mid).Sharpe: -0.51 (bottom quartile).Sharpe: -0.17 (upper mid).Sharpe: -0.59 (bottom quartile).Sharpe: -0.27 (lower mid).Sharpe: -0.06 (top quartile).
Point 10Information ratio: 0.44 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.06 (bottom quartile).Information ratio: 0.95 (top quartile).Information ratio: 0.20 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.15% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 0.15% (top quartile).
  • Alpha: 3.70 (upper mid).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (upper mid).

Nippon India Small Cap Fund

  • Highest AUM (₹65,922 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.05% (upper mid).
  • 3Y return: 22.96% (lower mid).
  • 1Y return: -7.92% (bottom quartile).
  • Alpha: -3.84 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.86% (upper mid).
  • 3Y return: 22.95% (bottom quartile).
  • 1Y return: -0.95% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,825 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.04% (lower mid).
  • 3Y return: 22.63% (bottom quartile).
  • 1Y return: -10.16% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,881 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.03% (bottom quartile).
  • 3Y return: 23.43% (upper mid).
  • 1Y return: -0.15% (upper mid).
  • Alpha: 2.00 (upper mid).
  • Sharpe: -0.27 (lower mid).
  • Information ratio: 0.95 (top quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,027 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 27.93% (bottom quartile).
  • 3Y return: 23.65% (upper mid).
  • 1Y return: -0.26% (upper mid).
  • Alpha: 5.32 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.20 (upper mid).

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