The Mutual Fund industry has been in India since 1963. Today, there are more than 10,000 schemes that exist in India, and growth of the industry has been massive. The AUM of the Indian MF Industry has grown from ₹7.66 trillion as on August 31, 2013 to ₹46.63 trillion as on August 31, 2023
more than 6 fold increase in a span of 10 years. To add, the total number of folios as per MF parlance as on April 30, 20213 stood at 15.42 crore (154.2 million)
Looking at such eye-tempting growth, many people are attracted to invest, which is a great step for securing the future. Before you start, ensure your research well. It is important to know the basics of MFs such as types of Mutual Funds, risk & return, diversification, etc. MFs deploy money by investing in the stock market for equities, they also take exposure to debt instruments. Likewise, they also invest in gold, hybrid, FOFs, etc. The basics classification is by maturity period, where there are two broad categories of mutual funds - open-ended and closed-ended.
The majority of mutual funds in India are open-ended in nature. These funds are open for subscription (or in simple terms purchase) by investors at any time. They issue new units to investors who want to get into the fund. After the initial offering period (NFO), the units of these funds can be purchased. In a rare scenario, the Asset Management Company (AMC) can stop further purchase by investors if the AMC feels that there are not enough and good opportunities to deploy the fresh monies. However, for redemption, the AMC has to buy back the units.
Talk to our investment specialist
These are funds that are closed for further subscription (or purchase) by investors after the initial offering period (NFO). Unlike, Open-ended funds, investors cannot buy fresh units of these types of mutual funds after the NFO period. Hence, investing in closed-ended funds is possible only during the NFO period. Also, one thing to note is that investors cannot exit via redemption in the closed-ended fund. The redemption takes place once the period matures. Additionally, to provide an opportunity to exit, Mutual Fund Houses list the closed-ended funds on the stock exchange. Hence, investors would need to trade the closed-ended funds on the exchange to exit them before the maturity period.
Guided by Securities and Exchange Board of India (SEBI) norms, there are five main broad categories and 36 sub-categories in Mutual Funds.
Equity Funds make money for investors by investing in the equity stock market. This option is suitable for investors looking for long-term returns. Some of the types of equity mutual funds are-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Infrastructure Fund Growth ₹190.55
↓ -0.94 ₹8,043 6.2 7.6 0.6 29.5 35.9 27.4 HDFC Infrastructure Fund Growth ₹46.767
↓ -0.20 ₹2,591 6.1 7.9 -2.2 29.8 34.1 23 Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81 ₹66,602 7.8 4.1 -4.8 24 34 26.1 Motilal Oswal Midcap 30 Fund Growth ₹99.4516
↓ -2.77 ₹33,053 4.3 2.1 1.8 27.4 33.3 57.1 Bandhan Infrastructure Fund Growth ₹49.006
↓ -0.53 ₹1,749 6.1 5.3 -10.9 27.9 32.9 39.3 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 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund HDFC Infrastructure Fund Nippon India Small Cap Fund Motilal Oswal Midcap 30 Fund Bandhan Infrastructure Fund Point 1 Lower mid AUM (₹8,043 Cr). Bottom quartile AUM (₹2,591 Cr). Highest AUM (₹66,602 Cr). Upper mid AUM (₹33,053 Cr). Bottom quartile AUM (₹1,749 Cr). Point 2 Oldest track record among peers (19 yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (11+ yrs). Established history (14+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Top rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 35.89% (top quartile). 5Y return: 34.10% (upper mid). 5Y return: 34.05% (lower mid). 5Y return: 33.29% (bottom quartile). 5Y return: 32.92% (bottom quartile). Point 6 3Y return: 29.47% (upper mid). 3Y return: 29.80% (top quartile). 3Y return: 23.96% (bottom quartile). 3Y return: 27.39% (bottom quartile). 3Y return: 27.94% (lower mid). Point 7 1Y return: 0.64% (upper mid). 1Y return: -2.17% (lower mid). 1Y return: -4.79% (bottom quartile). 1Y return: 1.83% (top quartile). 1Y return: -10.90% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.86 (bottom quartile). Alpha: 3.89 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.01 (upper mid). Sharpe: -0.23 (bottom quartile). Sharpe: -0.10 (lower mid). Sharpe: 0.23 (top quartile). Sharpe: -0.29 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.44 (top quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
Nippon India Small Cap Fund
Motilal Oswal Midcap 30 Fund
Bandhan Infrastructure Fund
Large-cap funds invest in companies which have a large market capitalization (hence the name large-), usually, these are very large companies and are established players, e.g Unilever, Reliance, ITC etc. Mid-cap and small-cap funds invest in smaller companies, these companies by being smaller can show extraordinary growth and provide good returns. However, since they are small they can give losses and are riskier.
Thematic funds invest into a particular sector like infrastructure, power, media & entertainment etc. Not all mutual funds provide thematic funds, for e.g Reliance Mutual Fund provides exposure to thematic funds via its Power Sector Fund, Media and Entertainment Fund etc. ICICI Prudential Mutual Fund provides exposure to Banking & financial services sector via its ICICI Prudential Banking & Financial Services Fund, technology via the ICICI Prudential Technology Fund.
Debt fund invest in fixed income instruments, also known as Bonds & gilts. Bonds funds are classified by their maturity period (hence the name, long term or short term). As per tenure, the risk also varies. The broad categories of debt mutual funds, such as:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP Credit Risk Fund Growth ₹49.8959
↓ 0.00 ₹209 2.2 18 22.3 14.7 11.4 7.8 Aditya Birla Sun Life Credit Risk Fund Growth ₹22.5995
↑ 0.01 ₹1,014 2.8 9.1 16.6 10.5 9.4 11.9 Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 8.7 Aditya Birla Sun Life Medium Term Plan Growth ₹40.2634
↑ 0.01 ₹2,732 2.3 7.4 13.4 9.5 12.3 10.5 Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 0.8 11.4 12.8 5.3 5.6 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 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Ultra Short Bond Fund - Super Institutional Plan Aditya Birla Sun Life Medium Term Plan Sundaram Short Term Debt Fund Point 1 Bottom quartile AUM (₹209 Cr). Upper mid AUM (₹1,014 Cr). Bottom quartile AUM (₹297 Cr). Highest AUM (₹2,732 Cr). Lower mid AUM (₹362 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (10+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (22+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 22.33% (top quartile). 1Y return: 16.57% (upper mid). 1Y return: 13.69% (lower mid). 1Y return: 13.37% (bottom quartile). 1Y return: 12.83% (bottom quartile). Point 6 1M return: 0.17% (bottom quartile). 1M return: 0.61% (top quartile). 1M return: 0.59% (upper mid). 1M return: 0.43% (lower mid). 1M return: 0.20% (bottom quartile). Point 7 Sharpe: 1.67 (bottom quartile). Sharpe: 2.40 (lower mid). Sharpe: 2.57 (upper mid). Sharpe: 3.02 (top quartile). Sharpe: 0.98 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). 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): 6.94% (lower mid). Yield to maturity (debt): 7.76% (top quartile). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.52% (upper mid). Yield to maturity (debt): 4.52% (bottom quartile). Point 10 Modified duration: 2.08 yrs (lower mid). Modified duration: 2.15 yrs (bottom quartile). Modified duration: 0.00 yrs (top quartile). Modified duration: 3.63 yrs (bottom quartile). Modified duration: 1.20 yrs (upper mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Medium Term Plan
Sundaram Short Term Debt Fund
Hybrid funds are a type of mutual fund that invests both in equity and debt. They can be Balanced Fund or Monthly Income Plan (MIPs). The portion of investment is higher in equities. Some of the types of hybrid funds are:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.264
↓ -1.68 ₹862 3 0.1 -5.7 20.1 21 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.15
↓ -0.48 ₹1,250 6.2 2.8 -2.1 19.2 24 25.8 ICICI Prudential Multi-Asset Fund Growth ₹750.659
↑ 0.64 ₹62,014 2 5.5 8.8 19.1 23.1 16.1 HDFC Balanced Advantage Fund Growth ₹509.362
↓ -2.81 ₹102,790 2.2 4.4 1.4 19 23.3 16.7 ICICI Prudential Equity and Debt Fund Growth ₹385.63
↓ -2.25 ₹44,552 2.1 5.9 4.7 18.9 24.7 17.2 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 5 Funds showcased
Commentary JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Multi-Asset Fund HDFC Balanced Advantage Fund ICICI Prudential Equity and Debt Fund Point 1 Bottom quartile AUM (₹862 Cr). Bottom quartile AUM (₹1,250 Cr). Upper mid AUM (₹62,014 Cr). Highest AUM (₹102,790 Cr). Lower mid AUM (₹44,552 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (9+ yrs). Established history (22+ yrs). Established history (24+ yrs). Established history (25+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.96% (bottom quartile). 5Y return: 23.97% (upper mid). 5Y return: 23.09% (bottom quartile). 5Y return: 23.32% (lower mid). 5Y return: 24.67% (top quartile). Point 6 3Y return: 20.07% (top quartile). 3Y return: 19.17% (upper mid). 3Y return: 19.11% (lower mid). 3Y return: 19.00% (bottom quartile). 3Y return: 18.91% (bottom quartile). Point 7 1Y return: -5.69% (bottom quartile). 1Y return: -2.06% (bottom quartile). 1Y return: 8.76% (top quartile). 1Y return: 1.40% (lower mid). 1Y return: 4.69% (upper mid). Point 8 1M return: -4.34% (bottom quartile). 1M return: -3.73% (bottom quartile). 1M return: -1.42% (top quartile). 1M return: -2.87% (lower mid). 1M return: -2.22% (upper mid). Point 9 Alpha: -6.24 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.78 (top quartile). Point 10 Sharpe: -0.41 (bottom quartile). Sharpe: -0.08 (bottom quartile). Sharpe: 0.66 (top quartile). Sharpe: 0.00 (lower mid). Sharpe: 0.33 (upper mid). JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Multi-Asset Fund
HDFC Balanced Advantage Fund
ICICI Prudential Equity and Debt Fund
Solution oriented schemes are helpful for those investors who wish to create long-term wealth that mainly includes Retirement planning and a child’s future education by investing in Mutual Funds. Earlier, these plans were a part of equity or balanced schemes, but as per SEBI’s new circulation, these funds are separately categorised under solution oriented schemes. Also these schemes used to have a lock-in for three years, but now these funds have a mandatory lock-in of five years.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹49.431
↓ -0.34 ₹6,701 2 3.8 -0.1 18.5 24.7 18 ICICI Prudential Child Care Plan (Gift) Growth ₹322.33
↓ -4.78 ₹1,424 6.3 6.8 5.1 18.3 19 16.9 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹37.937
↓ -0.20 ₹1,698 2 3.7 1.5 14.6 17.8 14 Tata Retirement Savings Fund - Progressive Growth ₹63.7563
↓ -0.59 ₹2,178 3.8 3.4 -1.3 15.4 16.1 21.7 Tata Retirement Savings Fund-Moderate Growth ₹63.1151
↓ -0.48 ₹2,230 3.6 4 1 14.4 15 19.5 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 5 Funds showcased
Commentary HDFC Retirement Savings Fund - Equity Plan ICICI Prudential Child Care Plan (Gift) HDFC Retirement Savings Fund - Hybrid - Equity Plan Tata Retirement Savings Fund - Progressive Tata Retirement Savings Fund-Moderate Point 1 Highest AUM (₹6,701 Cr). Bottom quartile AUM (₹1,424 Cr). Bottom quartile AUM (₹1,698 Cr). Lower mid AUM (₹2,178 Cr). Upper mid AUM (₹2,230 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (23 yrs). Established history (9+ yrs). Established history (13+ yrs). Established history (13+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 5★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.71% (top quartile). 5Y return: 19.03% (upper mid). 5Y return: 17.84% (lower mid). 5Y return: 16.10% (bottom quartile). 5Y return: 15.04% (bottom quartile). Point 6 3Y return: 18.49% (top quartile). 3Y return: 18.31% (upper mid). 3Y return: 14.62% (bottom quartile). 3Y return: 15.36% (lower mid). 3Y return: 14.45% (bottom quartile). Point 7 1Y return: -0.15% (bottom quartile). 1Y return: 5.14% (top quartile). 1Y return: 1.50% (upper mid). 1Y return: -1.27% (bottom quartile). 1Y return: 0.97% (lower mid). Point 8 1M return: -3.95% (bottom quartile). 1M return: -3.73% (lower mid). 1M return: -3.28% (top quartile). 1M return: -4.72% (bottom quartile). 1M return: -3.69% (upper mid). Point 9 Alpha: -0.26 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 1.79 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.01 (bottom quartile). Sharpe: 0.19 (top quartile). Sharpe: 0.01 (bottom quartile). Sharpe: 0.12 (lower mid). Sharpe: 0.18 (upper mid). HDFC Retirement Savings Fund - Equity Plan
ICICI Prudential Child Care Plan (Gift)
HDFC Retirement Savings Fund - Hybrid - Equity Plan
Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund-Moderate
The Gold mutual funds invest in gold ETFs (exchange-traded funds). Ideally suitable for investor who wants to take exposure in gold. Unlike physical gold, they are easy to purchase and redeem (buying and selling). Also, they offer transparency of price for investors for buying and selling.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Gold Fund Growth ₹29.7522
↑ 0.14 ₹4,410 4.2 18 45.2 23.6 11.3 19.6 Aditya Birla Sun Life Gold Fund Growth ₹29.5606
↑ 0.28 ₹636 4.3 17.7 45.4 23.4 11.3 18.7 Axis Gold Fund Growth ₹29.6549
↑ 0.10 ₹1,121 4.3 17.5 44.1 23.4 11.5 19.2 HDFC Gold Fund Growth ₹30.3889
↑ 0.14 ₹4,272 4.1 18 45 23.4 11 18.9 ICICI Prudential Regular Gold Savings Fund Growth ₹31.5118
↑ 0.14 ₹2,274 4.2 17.9 45.4 23.3 11.2 19.5 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 5 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund Axis Gold Fund HDFC Gold Fund ICICI Prudential Regular Gold Savings Fund Point 1 Highest AUM (₹4,410 Cr). Bottom quartile AUM (₹636 Cr). Bottom quartile AUM (₹1,121 Cr). Upper mid AUM (₹4,272 Cr). Lower mid AUM (₹2,274 Cr). Point 2 Oldest track record among peers (13 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.27% (lower mid). 5Y return: 11.33% (upper mid). 5Y return: 11.47% (top quartile). 5Y return: 11.05% (bottom quartile). 5Y return: 11.22% (bottom quartile). Point 6 3Y return: 23.59% (top quartile). 3Y return: 23.44% (upper mid). 3Y return: 23.43% (lower mid). 3Y return: 23.39% (bottom quartile). 3Y return: 23.31% (bottom quartile). Point 7 1Y return: 45.21% (lower mid). 1Y return: 45.36% (top quartile). 1Y return: 44.12% (bottom quartile). 1Y return: 45.00% (bottom quartile). 1Y return: 45.35% (upper mid). Point 8 1M return: 4.37% (lower mid). 1M return: 4.25% (bottom quartile). 1M return: 4.44% (upper mid). 1M return: 4.33% (bottom quartile). 1M return: 4.56% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.73 (upper mid). Sharpe: 1.79 (top quartile). Sharpe: 1.70 (lower mid). Sharpe: 1.69 (bottom quartile). Sharpe: 1.67 (bottom quartile). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
Axis Gold Fund
HDFC Gold Fund
ICICI Prudential Regular Gold Savings Fund
Index Fund/Exchange Traded Fund (ETF) and fund of funds (FoFs) are categorised under other schemes.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Nifty Junior Index Fund Growth ₹48.6234
↓ -0.61 ₹100 4.8 3.3 -8.8 15.8 18.9 26.9 ICICI Prudential Nifty Next 50 Index Fund Growth ₹57.5819
↓ -0.72 ₹7,799 4.6 3.3 -8.9 16 19.2 27.2 ICICI Prudential Advisor Series - Debt Management Fund Growth ₹45.2854
↑ 0.01 ₹115 1.3 4.6 8.5 8.1 6.5 8.1 Kotak Asset Allocator Fund - FOF Growth ₹231.58
↑ 0.52 ₹1,860 4.2 5.3 7.8 18.6 19.8 19 Bandhan Asset Allocation Fund of Funds - Moderate Plan Growth ₹40.0604
↓ -0.20 ₹19 2.7 4.1 5.4 11.2 11.4 13.7 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 5 Funds showcased
Commentary IDBI Nifty Junior Index Fund ICICI Prudential Nifty Next 50 Index Fund ICICI Prudential Advisor Series - Debt Management Fund Kotak Asset Allocator Fund - FOF Bandhan Asset Allocation Fund of Funds - Moderate Plan Point 1 Bottom quartile AUM (₹100 Cr). Highest AUM (₹7,799 Cr). Lower mid AUM (₹115 Cr). Upper mid AUM (₹1,860 Cr). Bottom quartile AUM (₹19 Cr). Point 2 Established history (14+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Established history (15+ 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: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.87% (lower mid). 5Y return: 19.16% (upper mid). 5Y return: 6.52% (bottom quartile). 5Y return: 19.77% (top quartile). 5Y return: 11.45% (bottom quartile). Point 6 3Y return: 15.76% (lower mid). 3Y return: 15.95% (upper mid). 3Y return: 8.07% (bottom quartile). 3Y return: 18.62% (top quartile). 3Y return: 11.21% (bottom quartile). Point 7 1Y return: -8.75% (bottom quartile). 1Y return: -8.88% (bottom quartile). 1Y return: 8.48% (top quartile). 1Y return: 7.76% (upper mid). 1Y return: 5.41% (lower mid). Point 8 1M return: -4.47% (bottom quartile). 1M return: -4.47% (bottom quartile). 1M return: 0.27% (top quartile). 1M return: -1.98% (lower mid). 1M return: -1.26% (upper mid). Point 9 Alpha: -0.96 (bottom quartile). Alpha: -1.05 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 10 Sharpe: -0.38 (bottom quartile). Sharpe: -0.39 (bottom quartile). Sharpe: 1.79 (top quartile). Sharpe: 0.31 (upper mid). Sharpe: 0.12 (lower mid). IDBI Nifty Junior Index Fund
ICICI Prudential Nifty Next 50 Index Fund
ICICI Prudential Advisor Series - Debt Management Fund
Kotak Asset Allocator Fund - FOF
Bandhan Asset Allocation Fund of Funds - Moderate Plan
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
What is the future of mutual funds now after Covid 19, approximately how long it will take for the Sensex and Nifty to recover in January-February 2020 ?