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2019 کے لئے بہترین میوچل فنڈ کی واپسی

Updated on August 13, 2025 , 1092 views

میوچل فنڈ ایک سرمایہ کاری کا ایک ایوینیو ہے جو اس وقت تشکیل دیا جاتا ہے جب متعدد افراد ایک ساتھ ملتے ہیں اور اپنے پیسوں کی سرمایہ کاری کرتے ہیں۔ اس کے بعد میوچل فنڈ اسکیم ان افراد کی طرف سے مختلف مالی آلات میں سرمایہ کاری کرتی ہے اور منافع کماتی ہے۔ میوچل فنڈ اسکیموں کی مختلف قسمیں ہیں جو افراد کی متنوع ضروریات کو پورا کرنے کے لئے بنائی گئی ہیں۔ میوچل فنڈ اسکیموں کی وسیع اقسامایکویٹی فنڈز،قرض فنڈ، اورہائبرڈ فنڈ. 2019 میں ، اسکیم کے تمام زمرے کی کارکردگی اچھی رہی۔باہمی چندہ وہ اپنے سرمایہ کاروں کے لئے مناسب منافع کمانے کے قابل تھے۔ تو ، آئیے 2019 کے لئے ان اسکیموں کی کارکردگی کو دیکھیں۔

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2019 پرفارمنس پر مبنی ٹاپ پرفارمنگ ایکویٹی فنڈز

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)2021 (%)2020 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹101.72
↑ 0.52
₹33,05357.141.710.755.89.3
LIC MF Infrastructure Fund Growth ₹48.134
↓ -0.39
₹1,05347.844.47.946.6-0.1
Motilal Oswal Long Term Equity Fund Growth ₹50.2812
↓ -0.14
₹4,50647.7371.832.18.8
Motilal Oswal Multicap 35 Fund Growth ₹60.6801
↑ 0.33
₹13,89445.731-315.310.3
Invesco India Mid Cap Fund Growth ₹179.51
↑ 0.03
₹7,40643.134.10.543.124.4
UTI Healthcare Fund Growth ₹294.793
↓ -0.28
₹1,09942.938.2-12.319.167.4
SBI Healthcare Opportunities Fund Growth ₹432.397
↓ -0.51
₹3,84942.238.2-620.165.8
TATA India Pharma & Healthcare Fund Growth ₹31.0352
↓ -0.10
₹1,28240.436.6-819.164.4
IDBI Small Cap Fund Growth ₹29.1101
↓ -0.08
₹6054033.42.464.719
Bandhan Infrastructure Fund Growth ₹48.965
↓ -0.41
₹1,74939.350.31.764.86.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund LIC MF Infrastructure FundMotilal Oswal Long Term Equity FundMotilal Oswal Multicap 35 FundInvesco India Mid Cap FundUTI Healthcare FundSBI Healthcare Opportunities FundTATA India Pharma & Healthcare FundIDBI Small Cap FundBandhan Infrastructure Fund
Point 1Highest AUM (₹33,053 Cr).Bottom quartile AUM (₹1,053 Cr).Upper mid AUM (₹4,506 Cr).Top quartile AUM (₹13,894 Cr).Upper mid AUM (₹7,406 Cr).Bottom quartile AUM (₹1,099 Cr).Upper mid AUM (₹3,849 Cr).Lower mid AUM (₹1,282 Cr).Bottom quartile AUM (₹605 Cr).Lower mid AUM (₹1,749 Cr).
Point 2Established history (11+ yrs).Established history (17+ yrs).Established history (10+ yrs).Established history (11+ yrs).Established history (18+ yrs).Oldest track record among peers (26 yrs).Established history (20+ yrs).Established history (9+ yrs).Established history (8+ yrs).Established history (14+ yrs).
Point 3Rating: 3★ (upper mid).Not Rated.Not Rated.Top rated.Rating: 2★ (upper mid).Rating: 1★ (lower mid).Rating: 2★ (upper mid).Not Rated.Not Rated.Rating: 5★ (top quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 33.92% (top quartile).5Y return: 31.38% (upper mid).5Y return: 25.46% (lower mid).5Y return: 19.29% (bottom quartile).5Y return: 28.69% (upper mid).5Y return: 18.84% (bottom quartile).5Y return: 20.24% (lower mid).5Y return: 18.86% (bottom quartile).5Y return: 28.22% (upper mid).5Y return: 32.46% (top quartile).
Point 63Y return: 28.09% (top quartile).3Y return: 26.70% (upper mid).3Y return: 24.04% (lower mid).3Y return: 22.56% (bottom quartile).3Y return: 27.68% (top quartile).3Y return: 25.66% (lower mid).3Y return: 26.79% (upper mid).3Y return: 23.64% (bottom quartile).3Y return: 17.16% (bottom quartile).3Y return: 27.32% (upper mid).
Point 71Y return: 3.93% (lower mid).1Y return: -3.94% (bottom quartile).1Y return: 1.10% (lower mid).1Y return: 7.43% (upper mid).1Y return: 15.20% (top quartile).1Y return: 11.77% (top quartile).1Y return: 11.57% (upper mid).1Y return: 5.19% (upper mid).1Y return: -8.07% (bottom quartile).1Y return: -10.00% (bottom quartile).
Point 8Alpha: 3.89 (upper mid).Alpha: 0.77 (lower mid).Alpha: 6.93 (top quartile).Alpha: 8.72 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 1.14 (lower mid).Alpha: 2.79 (upper mid).Alpha: 2.42 (upper mid).Alpha: -7.27 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.23 (lower mid).Sharpe: -0.02 (bottom quartile).Sharpe: 0.26 (lower mid).Sharpe: 0.42 (upper mid).Sharpe: 0.54 (upper mid).Sharpe: 0.75 (top quartile).Sharpe: 0.87 (top quartile).Sharpe: 0.47 (upper mid).Sharpe: -0.27 (bottom quartile).Sharpe: -0.29 (bottom quartile).
Point 10Information ratio: 0.44 (upper mid).Information ratio: 0.45 (upper mid).Information ratio: 1.02 (top quartile).Information ratio: 0.73 (top quartile).Information ratio: 0.00 (lower mid).Information ratio: -0.29 (bottom quartile).Information ratio: 0.37 (lower mid).Information ratio: 0.73 (upper mid).Information ratio: -0.92 (bottom quartile).Information ratio: 0.00 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.92% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 3.93% (lower mid).
  • Alpha: 3.89 (upper mid).
  • Sharpe: 0.23 (lower mid).
  • Information ratio: 0.44 (upper mid).

LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹1,053 Cr).
  • Established history (17+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 31.38% (upper mid).
  • 3Y return: 26.70% (upper mid).
  • 1Y return: -3.94% (bottom quartile).
  • Alpha: 0.77 (lower mid).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: 0.45 (upper mid).

Motilal Oswal Long Term Equity Fund

  • Upper mid AUM (₹4,506 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.46% (lower mid).
  • 3Y return: 24.04% (lower mid).
  • 1Y return: 1.10% (lower mid).
  • Alpha: 6.93 (top quartile).
  • Sharpe: 0.26 (lower mid).
  • Information ratio: 1.02 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Top quartile AUM (₹13,894 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.29% (bottom quartile).
  • 3Y return: 22.56% (bottom quartile).
  • 1Y return: 7.43% (upper mid).
  • Alpha: 8.72 (top quartile).
  • Sharpe: 0.42 (upper mid).
  • Information ratio: 0.73 (top quartile).

Invesco India Mid Cap Fund

  • Upper mid AUM (₹7,406 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.69% (upper mid).
  • 3Y return: 27.68% (top quartile).
  • 1Y return: 15.20% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.54 (upper mid).
  • Information ratio: 0.00 (lower mid).

UTI Healthcare Fund

  • Bottom quartile AUM (₹1,099 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.84% (bottom quartile).
  • 3Y return: 25.66% (lower mid).
  • 1Y return: 11.77% (top quartile).
  • Alpha: 1.14 (lower mid).
  • Sharpe: 0.75 (top quartile).
  • Information ratio: -0.29 (bottom quartile).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹3,849 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 20.24% (lower mid).
  • 3Y return: 26.79% (upper mid).
  • 1Y return: 11.57% (upper mid).
  • Alpha: 2.79 (upper mid).
  • Sharpe: 0.87 (top quartile).
  • Information ratio: 0.37 (lower mid).

TATA India Pharma & Healthcare Fund

  • Lower mid AUM (₹1,282 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.86% (bottom quartile).
  • 3Y return: 23.64% (bottom quartile).
  • 1Y return: 5.19% (upper mid).
  • Alpha: 2.42 (upper mid).
  • Sharpe: 0.47 (upper mid).
  • Information ratio: 0.73 (upper mid).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹605 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 28.22% (upper mid).
  • 3Y return: 17.16% (bottom quartile).
  • 1Y return: -8.07% (bottom quartile).
  • Alpha: -7.27 (bottom quartile).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: -0.92 (bottom quartile).

Bandhan Infrastructure Fund

  • Lower mid AUM (₹1,749 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 32.46% (top quartile).
  • 3Y return: 27.32% (upper mid).
  • 1Y return: -10.00% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

2019 کی کارکردگی پر مبنی ٹاپ پرفارمنگ ڈیبٹ فنڈز

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Credit Risk Fund Growth ₹22.6317
↑ 0.04
₹1,01411.96.97.17.76%2Y 1M 24D3Y 2M 5D
Bandhan Government Securities Fund - Investment Plan Growth ₹34.8878
↑ 0.16
₹3,12410.66.81.47.17%12Y 18D28Y
Aditya Birla Sun Life Medium Term Plan Growth ₹40.2654
↑ 0.07
₹2,73210.56.924.87.52%3Y 7M 17D4Y 10M 10D
ICICI Prudential Long Term Bond Fund Growth ₹89.9094
↑ 0.50
₹1,16410.16.81.36.74%7Y 3M19Y 3M 14D
DSP Government Securities Fund Growth ₹95.5257
↑ 0.45
₹1,85210.17.12.76.61%7Y 10M 17D22Y 8M 8D
Bandhan Dynamic Bond Fund Growth ₹33.5772
↑ 0.16
₹2,862106.417.16%12Y 14D27Y 11M 26D
Axis Gilt Fund Growth ₹25.4895
↑ 0.12
₹798107.12.46.29%5Y 9M 29D12Y 5M 19D
Invesco India Gilt Fund Growth ₹2,820.51
↑ 13.63
₹580106.62.36.7%10Y 2M 23D24Y 6M 7D
DSP Strategic Bond Fund Growth ₹3,353.76
↑ 11.91
₹1,5459.97.91.66.64%7Y 10M 10D17Y 3M
Edelweiss Government Securities Fund Growth ₹24.4177
↑ 0.09
₹1759.86.22.56.59%7Y 11M 16D18Y 1M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryAditya Birla Sun Life Credit Risk FundBandhan Government Securities Fund - Investment PlanAditya Birla Sun Life Medium Term PlanICICI Prudential Long Term Bond FundDSP Government Securities FundBandhan Dynamic Bond FundAxis Gilt FundInvesco India Gilt FundDSP Strategic Bond FundEdelweiss Government Securities Fund
Point 1Lower mid AUM (₹1,014 Cr).Highest AUM (₹3,124 Cr).Upper mid AUM (₹2,732 Cr).Lower mid AUM (₹1,164 Cr).Upper mid AUM (₹1,852 Cr).Top quartile AUM (₹2,862 Cr).Bottom quartile AUM (₹798 Cr).Bottom quartile AUM (₹580 Cr).Upper mid AUM (₹1,545 Cr).Bottom quartile AUM (₹175 Cr).
Point 2Established history (10+ yrs).Established history (16+ yrs).Established history (16+ yrs).Oldest track record among peers (27 yrs).Established history (25+ yrs).Established history (16+ yrs).Established history (13+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (11+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Top rated.Rating: 4★ (top quartile).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 1★ (bottom quartile).Rating: 3★ (lower mid).Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 16.47% (top quartile).1Y return: 4.46% (bottom quartile).1Y return: 13.17% (top quartile).1Y return: 7.55% (upper mid).1Y return: 6.20% (upper mid).1Y return: 4.05% (bottom quartile).1Y return: 6.76% (upper mid).1Y return: 5.43% (lower mid).1Y return: 5.92% (lower mid).1Y return: 5.40% (bottom quartile).
Point 61M return: 0.68% (top quartile).1M return: -1.31% (bottom quartile).1M return: 0.36% (top quartile).1M return: -0.86% (lower mid).1M return: -0.78% (upper mid).1M return: -1.27% (bottom quartile).1M return: -0.84% (upper mid).1M return: -1.05% (bottom quartile).1M return: -0.84% (upper mid).1M return: -1.03% (lower mid).
Point 7Sharpe: 2.40 (top quartile).Sharpe: -0.09 (bottom quartile).Sharpe: 3.02 (top quartile).Sharpe: 0.80 (upper mid).Sharpe: 0.19 (lower mid).Sharpe: -0.19 (bottom quartile).Sharpe: 0.57 (upper mid).Sharpe: 0.14 (bottom quartile).Sharpe: 0.19 (lower mid).Sharpe: 0.24 (upper mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 7.76% (top quartile).Yield to maturity (debt): 7.17% (upper mid).Yield to maturity (debt): 7.52% (top quartile).Yield to maturity (debt): 6.74% (upper mid).Yield to maturity (debt): 6.61% (bottom quartile).Yield to maturity (debt): 7.16% (upper mid).Yield to maturity (debt): 6.29% (bottom quartile).Yield to maturity (debt): 6.70% (lower mid).Yield to maturity (debt): 6.64% (lower mid).Yield to maturity (debt): 6.59% (bottom quartile).
Point 10Modified duration: 2.15 yrs (top quartile).Modified duration: 12.05 yrs (bottom quartile).Modified duration: 3.63 yrs (top quartile).Modified duration: 7.25 yrs (upper mid).Modified duration: 7.88 yrs (lower mid).Modified duration: 12.04 yrs (bottom quartile).Modified duration: 5.83 yrs (upper mid).Modified duration: 10.23 yrs (bottom quartile).Modified duration: 7.86 yrs (upper mid).Modified duration: 7.96 yrs (lower mid).

Aditya Birla Sun Life Credit Risk Fund

  • Lower mid AUM (₹1,014 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 16.47% (top quartile).
  • 1M return: 0.68% (top quartile).
  • Sharpe: 2.40 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.76% (top quartile).
  • Modified duration: 2.15 yrs (top quartile).

Bandhan Government Securities Fund - Investment Plan

  • Highest AUM (₹3,124 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 4.46% (bottom quartile).
  • 1M return: -1.31% (bottom quartile).
  • Sharpe: -0.09 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.17% (upper mid).
  • Modified duration: 12.05 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

  • Upper mid AUM (₹2,732 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 13.17% (top quartile).
  • 1M return: 0.36% (top quartile).
  • Sharpe: 3.02 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.52% (top quartile).
  • Modified duration: 3.63 yrs (top quartile).

ICICI Prudential Long Term Bond Fund

  • Lower mid AUM (₹1,164 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.55% (upper mid).
  • 1M return: -0.86% (lower mid).
  • Sharpe: 0.80 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.74% (upper mid).
  • Modified duration: 7.25 yrs (upper mid).

DSP Government Securities Fund

  • Upper mid AUM (₹1,852 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 6.20% (upper mid).
  • 1M return: -0.78% (upper mid).
  • Sharpe: 0.19 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.61% (bottom quartile).
  • Modified duration: 7.88 yrs (lower mid).

Bandhan Dynamic Bond Fund

  • Top quartile AUM (₹2,862 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 4.05% (bottom quartile).
  • 1M return: -1.27% (bottom quartile).
  • Sharpe: -0.19 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.16% (upper mid).
  • Modified duration: 12.04 yrs (bottom quartile).

Axis Gilt Fund

  • Bottom quartile AUM (₹798 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 6.76% (upper mid).
  • 1M return: -0.84% (upper mid).
  • Sharpe: 0.57 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.29% (bottom quartile).
  • Modified duration: 5.83 yrs (upper mid).

Invesco India Gilt Fund

  • Bottom quartile AUM (₹580 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 5.43% (lower mid).
  • 1M return: -1.05% (bottom quartile).
  • Sharpe: 0.14 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.70% (lower mid).
  • Modified duration: 10.23 yrs (bottom quartile).

DSP Strategic Bond Fund

  • Upper mid AUM (₹1,545 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 5.92% (lower mid).
  • 1M return: -0.84% (upper mid).
  • Sharpe: 0.19 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.64% (lower mid).
  • Modified duration: 7.86 yrs (upper mid).

Edelweiss Government Securities Fund

  • Bottom quartile AUM (₹175 Cr).
  • Established history (11+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.40% (bottom quartile).
  • 1M return: -1.03% (lower mid).
  • Sharpe: 0.24 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.59% (bottom quartile).
  • Modified duration: 7.96 yrs (lower mid).

2019 کی کارکردگی پر مبنی ٹاپ پرفارمنگ ہائبرڈ فنڈز

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)2021 (%)2020 (%)
JM Equity Hybrid Fund Growth ₹117.398
↓ -0.33
₹8622733.88.122.930.5
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.4
↑ 0.03
₹1,25025.833.7-4.854.531.1
Kotak Equity Hybrid Fund Growth ₹62.171
↑ 0.05
₹7,80821.720.1528.915.4
Bandhan Hybrid Equity Fund Growth ₹25.74
↑ 0.02
₹9892120.4-1.130.813.9
UTI Multi Asset Fund Growth ₹73.6148
↑ 0.12
₹5,89020.729.14.411.813.1
Edelweiss Multi Asset Allocation Fund Growth ₹62.95
↑ 0.09
₹2,92620.225.45.327.112.7
UTI Hybrid Equity Fund Growth ₹398.161
↑ 0.55
₹6,46819.725.55.630.513.2
BNP Paribas Substantial Equity Hybrid Fund Growth ₹27.5503
↓ -0.03
₹1,24519.3214.322.214.9
DSP Equity and Bond Fund Growth ₹353.858
↑ 0.14
₹11,41817.725.3-2.724.217
Franklin India Equity Hybrid Fund Growth ₹268.114
↑ 0.20
₹2,24817.722.54.723.813.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 10 Funds showcased

CommentaryJM Equity Hybrid FundBOI AXA Mid and Small Cap Equity and Debt FundKotak Equity Hybrid FundBandhan Hybrid Equity FundUTI Multi Asset FundEdelweiss Multi Asset Allocation FundUTI Hybrid Equity FundBNP Paribas Substantial Equity Hybrid FundDSP Equity and Bond FundFranklin India Equity Hybrid Fund
Point 1Bottom quartile AUM (₹862 Cr).Lower mid AUM (₹1,250 Cr).Top quartile AUM (₹7,808 Cr).Bottom quartile AUM (₹989 Cr).Upper mid AUM (₹5,890 Cr).Upper mid AUM (₹2,926 Cr).Upper mid AUM (₹6,468 Cr).Bottom quartile AUM (₹1,245 Cr).Highest AUM (₹11,418 Cr).Lower mid AUM (₹2,248 Cr).
Point 2Oldest track record among peers (30 yrs).Established history (9+ yrs).Established history (10+ yrs).Established history (8+ yrs).Established history (16+ yrs).Established history (16+ yrs).Established history (30+ yrs).Established history (8+ yrs).Established history (26+ yrs).Established history (25+ yrs).
Point 3Rating: 1★ (upper mid).Not Rated.Rating: 3★ (top quartile).Not Rated.Rating: 1★ (lower mid).Rating: 1★ (lower mid).Rating: 3★ (upper mid).Not Rated.Top rated.Rating: 3★ (upper mid).
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.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.06% (top quartile).5Y return: 24.19% (top quartile).5Y return: 19.73% (upper mid).5Y return: 18.17% (lower mid).5Y return: 15.38% (bottom quartile).5Y return: 19.70% (upper mid).5Y return: 19.62% (upper mid).5Y return: 16.40% (bottom quartile).5Y return: 17.29% (bottom quartile).5Y return: 17.95% (lower mid).
Point 63Y return: 19.44% (top quartile).3Y return: 19.17% (top quartile).3Y return: 15.12% (lower mid).3Y return: 14.68% (bottom quartile).3Y return: 18.20% (upper mid).3Y return: 16.93% (upper mid).3Y return: 15.94% (upper mid).3Y return: 13.97% (bottom quartile).3Y return: 15.34% (lower mid).3Y return: 14.81% (bottom quartile).
Point 71Y return: -5.25% (bottom quartile).1Y return: -1.53% (bottom quartile).1Y return: 4.14% (upper mid).1Y return: 7.84% (top quartile).1Y return: 3.78% (upper mid).1Y return: 4.43% (upper mid).1Y return: 2.53% (lower mid).1Y return: 1.78% (bottom quartile).1Y return: 6.25% (top quartile).1Y return: 3.24% (lower mid).
Point 81M return: -3.88% (bottom quartile).1M return: -3.11% (bottom quartile).1M return: -0.25% (top quartile).1M return: -0.14% (top quartile).1M return: -1.12% (upper mid).1M return: -1.12% (upper mid).1M return: -2.30% (bottom quartile).1M return: -1.36% (upper mid).1M return: -1.80% (lower mid).1M return: -1.41% (lower mid).
Point 9Alpha: -6.24 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 0.00 (lower mid).Alpha: 5.14 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 2.31 (upper mid).Alpha: 0.77 (upper mid).Alpha: -2.03 (bottom quartile).Alpha: 3.71 (top quartile).Alpha: 0.08 (upper mid).
Point 10Sharpe: -0.41 (bottom quartile).Sharpe: -0.08 (bottom quartile).Sharpe: 0.10 (lower mid).Sharpe: 0.41 (top quartile).Sharpe: 0.22 (upper mid).Sharpe: 0.27 (upper mid).Sharpe: 0.15 (upper mid).Sharpe: -0.10 (bottom quartile).Sharpe: 0.44 (top quartile).Sharpe: 0.08 (lower mid).

JM Equity Hybrid Fund

  • Bottom quartile AUM (₹862 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.06% (top quartile).
  • 3Y return: 19.44% (top quartile).
  • 1Y return: -5.25% (bottom quartile).
  • 1M return: -3.88% (bottom quartile).
  • Alpha: -6.24 (bottom quartile).
  • Sharpe: -0.41 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

  • Lower mid AUM (₹1,250 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.19% (top quartile).
  • 3Y return: 19.17% (top quartile).
  • 1Y return: -1.53% (bottom quartile).
  • 1M return: -3.11% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.08 (bottom quartile).

Kotak Equity Hybrid Fund

  • Top quartile AUM (₹7,808 Cr).
  • Established history (10+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.73% (upper mid).
  • 3Y return: 15.12% (lower mid).
  • 1Y return: 4.14% (upper mid).
  • 1M return: -0.25% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.10 (lower mid).

Bandhan Hybrid Equity Fund

  • Bottom quartile AUM (₹989 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.17% (lower mid).
  • 3Y return: 14.68% (bottom quartile).
  • 1Y return: 7.84% (top quartile).
  • 1M return: -0.14% (top quartile).
  • Alpha: 5.14 (top quartile).
  • Sharpe: 0.41 (top quartile).

UTI Multi Asset Fund

  • Upper mid AUM (₹5,890 Cr).
  • Established history (16+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.38% (bottom quartile).
  • 3Y return: 18.20% (upper mid).
  • 1Y return: 3.78% (upper mid).
  • 1M return: -1.12% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.22 (upper mid).

Edelweiss Multi Asset Allocation Fund

  • Upper mid AUM (₹2,926 Cr).
  • Established history (16+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.70% (upper mid).
  • 3Y return: 16.93% (upper mid).
  • 1Y return: 4.43% (upper mid).
  • 1M return: -1.12% (upper mid).
  • Alpha: 2.31 (upper mid).
  • Sharpe: 0.27 (upper mid).

UTI Hybrid Equity Fund

  • Upper mid AUM (₹6,468 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.62% (upper mid).
  • 3Y return: 15.94% (upper mid).
  • 1Y return: 2.53% (lower mid).
  • 1M return: -2.30% (bottom quartile).
  • Alpha: 0.77 (upper mid).
  • Sharpe: 0.15 (upper mid).

BNP Paribas Substantial Equity Hybrid Fund

  • Bottom quartile AUM (₹1,245 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.40% (bottom quartile).
  • 3Y return: 13.97% (bottom quartile).
  • 1Y return: 1.78% (bottom quartile).
  • 1M return: -1.36% (upper mid).
  • Alpha: -2.03 (bottom quartile).
  • Sharpe: -0.10 (bottom quartile).

DSP Equity and Bond Fund

  • Highest AUM (₹11,418 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (bottom quartile).
  • 3Y return: 15.34% (lower mid).
  • 1Y return: 6.25% (top quartile).
  • 1M return: -1.80% (lower mid).
  • Alpha: 3.71 (top quartile).
  • Sharpe: 0.44 (top quartile).

Franklin India Equity Hybrid Fund

  • Lower mid AUM (₹2,248 Cr).
  • Established history (25+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.95% (lower mid).
  • 3Y return: 14.81% (bottom quartile).
  • 1Y return: 3.24% (lower mid).
  • 1M return: -1.41% (lower mid).
  • Alpha: 0.08 (upper mid).
  • Sharpe: 0.08 (lower mid).

بہترین باہمی فنڈز کا انتخاب کیسے کریں؟

انتخاب کا عملبہترین باہمی فنڈز مندرجہ ذیل ہیں.

  • سرمایہ کاری کا مقصد: افراد کسی خاص مقصد کی تکمیل کے لئے کوئی بھی سرمایہ کاری کرتے ہیں۔ لہذا ، یہ فیصلہ کرنا ضروری ہے کہ سرمایہ کاری کیوں کی جارہی ہے۔ کچھ مقاصد جن کے ل. افرادباہمی فنڈز میں سرمایہ کاری کریں گھر خرید رہے ہیں ، گاڑی خرید رہے ہیں ،ریٹائرمنٹ کی منصوبہ بندی، شادی کے لئے منصوبہ بندی ، اور بہت کچھ.

  • مدت ، متوقع واپسی ، اور خطرہ بھوک: ایک بار جب آپ سرمایہ کاری کا مقصد طے کرلیں تو ، اگلا مرحلہ متوقع منافع اور خطرے کی بھوک کے ساتھ ساتھ سرمایہ کاری کی مدت کا تعین کرنا ہے۔ افراد کو اس مدت کا فیصلہ کرنا چاہئے جہاں تک انہیں سرمایہ کاری کرنے کی ضرورت ہو۔ مدت ملازمت کے ساتھ ، افراد کو متوقع منافع اور خطرے کی بھوک کی بھی جانچ کرنی چاہئے۔ تین پیرامیٹرز کا تعی youن کرنے سے آپ سکیم کی قسم کا فیصلہ کرنے میں مدد کریں گے جس پر آپ سرمایہ کاری کا انتخاب کرسکتے ہیں۔

  • میوچل فنڈ اسکیم کے بارے میں تفصیلات چیک کریں: سرمایہ کاری کے لئے اسکیم کی قسم کا فیصلہ کرنے کے بعد ، افراد کو اس اسکیم کے بارے میں سمجھنا چاہئے۔ لوگوں کو اسکیم کے مختلف پہلوؤں جیسے فنڈ کی عمر ، اس کی اے او ایم یا اسکیم کا اثاثہ سائز ، اخراجات کا تناسب ، اور فنڈ کی کارکردگی کو چیک کرنا چاہئے۔ ان پیرامیٹرز کے ساتھ ، افراد کو بھی اس اسکیم کا انتظام کرنے والے فنڈ منیجر کی اسناد کی جانچ کرنا چاہئے۔

  • فنڈ ہاؤس کی اسناد دیکھیں: میوچل فنڈ اسکیم کی تفصیلات کا جائزہ لینے کے علاوہ ، افراد کو فنڈ ہاؤس یا اثاثہ جات انتظامیہ کمپنی کی اسناد کی بھی جانچ کرنی چاہئے۔اے ایم سی). اس کی وجہ یہ ہے کہ ، یہ فنڈ ہاؤس ہے جو اسکیموں کے انتظام کے لئے ذمہ دار ہے۔ اس کے نتیجے میں ، فنڈ ہاؤس بھی اس اسکیم کی کارکردگی کا ذمہ دار ہے۔

  • اپنی سرمایہ کاری کا باقاعدگی سے جائزہ لیں: بسسرمایہ کاری کافی نہیں ہے. افراد کو باہمی فنڈز میں سرمایہ کاری کرنے کے بعد پیچھے کی نشست نہیں لینا چاہئے۔ انہیں اپنی سرمایہ کاری کا باقاعدگی سے اور بروقت جائزہ لینا چاہئے تاکہ وہ اپنی سرمایہ کاری پر زیادہ سے زیادہ منافع حاصل کرسکیں۔

Disclaimer:
یہاں فراہم کردہ معلومات کو درست بنانے کے لئے تمام کوششیں کی گئیں ہیں۔ تاہم ، اعداد و شمار کی درستگی کے بارے میں کوئی ضمانت نہیں دی گئی ہے۔ براہ کرم کوئی سرمایہ کاری کرنے سے پہلے اسکیم سے متعلق معلومات کے دستاویز کی تصدیق کریں۔
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