+91-22-48913909طویل مدتی سرمایہ کاری کے لیے بہترین میوچل فنڈز
اگر آپ طویل مدتی سرمایہ کاری کرنے کی منصوبہ بندی کر رہے ہیں، توباہمی چندہ غور کرنا ضروری ہے! میوچل فنڈز سرمایہ کاری کا ایک بہترین آپشن ہے جو اپنے پیسے کی قدر کو طویل مدت میں بڑھانا چاہتا ہے۔ اگرچہ، طویل مدتی مدت کے لیے ایسا کوئی ٹائم فریم نہیں ہے، لیکن یہ عام طور پر پانچ سال سے زیادہ ہو سکتا ہے۔ تو، آئیے کچھ دیکھتے ہیں۔بہترین باہمی فنڈز طویل مدتی سرمایہ کاری کے لیے۔
بہترین لانگ ٹرم میوچل فنڈز
ایک طویل مدتی سرمایہ کاری بہت سے طریقوں سے ضروری ہے۔ یہ دولت کی تخلیق میں مدد کرتا ہے،ریٹائرمنٹ پلاننگ، اور کوئی ان میں سے زیادہ تر منصوبہ بندی کرسکتا ہے۔مالی اہداف جیسے گھر/گاڑی خریدنا، بچوں کی تعلیم، بین الاقوامی دورے، یا کوئی اور اثاثہ۔ طویل مدتی کے لیے سب سے زیادہ تجویز کردہ منصوبہ ایکویٹی میوچل فنڈ ہے۔ یہ فنڈز طویل مدتی دولت کی تخلیق کے لیے مشہور ہیں۔
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ایکویٹیز کمپنیوں کے حصص اور اسٹاک میں سرمایہ کاری کرتی ہیں۔ آپ ان فنڈز میں جتنی دیر تک سرمایہ کاری کریں گے، اچھا منافع کمانے کے امکانات زیادہ ہوں گے۔ لیکن، کسی کو ہمیشہ یاد رکھنا چاہیے کہ 'زیادہ منافع زیادہ خطرہ آتا ہے' کے ساتھ، ایکوئٹیز پرخطر فنڈ ہو سکتا ہے۔ اس کے باوجود، اگر اچھی طرح سے اور طویل مدتی کے لیے منصوبہ بندی کی جائے، تو کوئی اچھا منافع حاصل کر سکتا ہے اور اپنے طویل مدتی اہداف کو حاصل کر سکتا ہے۔
سرمایہ کاری میںبہترین ایکویٹی میوچل فنڈز بہت سے فوائد ہوسکتے ہیں جیسے:
تنوع
بہترین کے ساتھایکویٹی فنڈز سرمایہ کار باقاعدگی سے سرمایہ کاری کے ذریعے اپنے پورٹ فولیو کو متنوع بنا سکتے ہیں۔ اس کا مطلب ہے کہ وہ مختلف اقتصادی شعبوں کے ایکویٹی اسٹاک میں سرمایہ کاری کر سکتے ہیں۔ بہت سے ایکویٹی فنڈز ہیں جیسے بڑے کیپ،درمیانی ٹوپی، کثیر سر،چھوٹی ٹوپی، وغیرہ۔ لہذا، یہاں تک کہ اگر کسی خاص اسٹاک کی قیمت میں کمی واقع ہوتی ہے، دوسرے اس نقصان کو پورا کرنے میں مدد کرسکتے ہیں، اس پر منحصر ہےمارکیٹ صورت حال
لیکویڈیٹی
چونکہ تمام بڑے ایکسچینجز میں اسٹاک کی سرگرمی سے تجارت ہوتی ہے، اس لیے ہر روز، یہ ایکویٹی فنڈز کو ایک انتہائی مائع سرمایہ کاری بناتا ہے۔ یہ سرمایہ کاروں کو مارکیٹ کی صورت حال کے لحاظ سے اپنے اسٹاک کی خرید و فروخت کی سہولت فراہم کرتا ہے۔ ایکویٹی میوچل فنڈز میں سرمایہ کاری کرنے سے، رقم عام طور پر آپ کے پاس جمع ہوجاتی ہے۔بینک تین دن میں اکاؤنٹ
ڈیویڈنڈ آمدنی
بلیو چپ کمپنیوں میں سرمایہ کاری کرنے سے سرمایہ کاروں کو مستحکم کمانے میں مدد مل سکتی ہے۔آمدنی منافع کی شکل میں. ایسی کمپنیوں کی اکثریت عام طور پر مارکیٹ کے غیر مستحکم حالات میں بھی باقاعدہ ڈیویڈنڈ ادا کرتی ہے، عام طور پر سہ ماہی ادا کی جاتی ہے۔ متنوع پورٹ فولیو کا ہونا سرمایہ کاروں کو سال میں مستحکم منافع کی آمدنی فراہم کر سکتا ہے۔
طویل مدتی سرمایہ کاری کے لیے بہترین میوچل فنڈز
بہترین ملٹی کیپ ایکویٹی فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹60.6801
↑ 0.33 ₹13,894 500 1.4 10.8 7.4 22.6 19.3 45.7 Kotak Standard Multicap Fund Growth ₹83.755
↓ -0.08 ₹54,841 500 2.3 13.5 4.5 16.3 19.4 16.5 Mirae Asset India Equity Fund Growth ₹111.498
↑ 0.06 ₹40,725 1,000 1.7 9.8 3.5 12.2 17 12.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Bandhan Focused Equity Fund Growth ₹87.036
↓ -0.12 ₹1,947 100 4.2 10 9.4 17.6 17.9 30.3 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 5 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Kotak Standard Multicap Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Bandhan Focused Equity Fund Point 1 Lower mid AUM (₹13,894 Cr). Highest AUM (₹54,841 Cr). Upper mid AUM (₹40,725 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,947 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (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: 19.29% (upper mid). 5Y return: 19.40% (top quartile). 5Y return: 17.00% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 17.89% (lower mid). Point 6 3Y return: 22.56% (top quartile). 3Y return: 16.30% (bottom quartile). 3Y return: 12.23% (bottom quartile). 3Y return: 17.28% (lower mid). 3Y return: 17.61% (upper mid). Point 7 1Y return: 7.43% (lower mid). 1Y return: 4.55% (bottom quartile). 1Y return: 3.48% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 9.40% (upper mid). Point 8 Alpha: 8.72 (top quartile). Alpha: 1.33 (bottom quartile). Alpha: 1.62 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.67 (upper mid). Point 9 Sharpe: 0.42 (upper mid). Sharpe: 0.10 (bottom quartile). Sharpe: 0.12 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.33 (lower mid). Point 10 Information ratio: 0.73 (top quartile). Information ratio: 0.21 (upper mid). Information ratio: -0.70 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.18 (lower mid). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
BNP Paribas Multi Cap Fund
Bandhan Focused Equity Fund
بہترین ELSS (ٹیکس سیونگ میوچل فنڈز)
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹43.3564
↓ -0.03 ₹4,711 500 1 8.8 0.6 14.7 19.9 19.5 Bandhan Tax Advantage (ELSS) Fund Growth ₹149.26
↓ -0.09 ₹7,151 500 1 8.4 -1.3 14.9 23.5 13.1 Aditya Birla Sun Life Tax Relief '96 Growth ₹60.08
↓ -0.02 ₹15,870 500 4.1 13.9 3.7 13.5 14.1 16.4 DSP Tax Saver Fund Growth ₹136.307
↓ -0.01 ₹17,428 500 -0.3 8.9 1.4 18.7 23.4 23.9 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 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 5 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Bottom quartile AUM (₹4,711 Cr). Lower mid AUM (₹7,151 Cr). Upper mid AUM (₹15,870 Cr). Highest AUM (₹17,428 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (10+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). 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. Point 5 5Y return: 19.85% (lower mid). 5Y return: 23.47% (top quartile). 5Y return: 14.13% (bottom quartile). 5Y return: 23.37% (upper mid). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 14.67% (bottom quartile). 3Y return: 14.86% (lower mid). 3Y return: 13.45% (bottom quartile). 3Y return: 18.71% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 0.64% (bottom quartile). 1Y return: -1.33% (bottom quartile). 1Y return: 3.66% (upper mid). 1Y return: 1.40% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: -0.42 (bottom quartile). Alpha: -2.56 (bottom quartile). Alpha: 0.36 (lower mid). Alpha: 2.27 (top quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: -0.01 (bottom quartile). Sharpe: -0.21 (bottom quartile). Sharpe: 0.04 (lower mid). Sharpe: 0.16 (upper mid). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.31 (bottom quartile). Information ratio: -0.30 (lower mid). Information ratio: -1.34 (bottom quartile). Information ratio: 0.83 (top quartile). Information ratio: -0.15 (upper mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
Aditya Birla Sun Life Tax Relief '96
DSP Tax Saver Fund
HDFC Long Term Advantage Fund
بہترین لارج کیپ فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹90.0996
↓ -0.02 ₹43,829 100 2.8 11.8 4.5 19.2 24.1 18.2 ICICI Prudential Bluechip Fund Growth ₹109.53
↑ 0.10 ₹72,336 100 1.7 9.7 4 17.8 21.7 16.9 SBI Bluechip Fund Growth ₹91.1033
↑ 0.08 ₹53,959 500 0.9 8.6 3.3 13.7 18.7 12.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹520.81
↑ 0.39 ₹30,927 100 1.3 9.8 2.7 14.8 19.5 15.6 Indiabulls Blue Chip Fund Growth ₹42.47
↑ 0.06 ₹130 500 2.9 11 1 13.4 16.3 12.5 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 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Indiabulls Blue Chip Fund Point 1 Lower mid AUM (₹43,829 Cr). Highest AUM (₹72,336 Cr). Upper mid AUM (₹53,959 Cr). Bottom quartile AUM (₹30,927 Cr). Bottom quartile AUM (₹130 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (22 yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 4★ (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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.12% (top quartile). 5Y return: 21.65% (upper mid). 5Y return: 18.73% (bottom quartile). 5Y return: 19.48% (lower mid). 5Y return: 16.25% (bottom quartile). Point 6 3Y return: 19.19% (top quartile). 3Y return: 17.78% (upper mid). 3Y return: 13.72% (bottom quartile). 3Y return: 14.84% (lower mid). 3Y return: 13.43% (bottom quartile). Point 7 1Y return: 4.53% (top quartile). 1Y return: 4.03% (upper mid). 1Y return: 3.34% (lower mid). 1Y return: 2.72% (bottom quartile). 1Y return: 1.05% (bottom quartile). Point 8 Alpha: 0.12 (bottom quartile). Alpha: 1.93 (top quartile). Alpha: 0.49 (lower mid). Alpha: 1.51 (upper mid). Alpha: -3.92 (bottom quartile). Point 9 Sharpe: 0.07 (bottom quartile). Sharpe: 0.14 (top quartile). Sharpe: 0.10 (lower mid). Sharpe: 0.11 (upper mid). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: 1.85 (top quartile). Information ratio: 1.10 (upper mid). Information ratio: -0.38 (bottom quartile). Information ratio: 0.63 (lower mid). Information ratio: -0.17 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Indiabulls Blue Chip Fund
بہترین مڈ کیپ فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Emerging Equity Scheme Growth ₹134.765
↓ -0.06 ₹57,102 1,000 7.3 18.3 5.2 21.4 28.1 33.6 Sundaram Mid Cap Fund Growth ₹1,367.88
↓ -2.60 ₹12,818 100 4.2 16 3.9 23 26.9 32 Taurus Discovery (Midcap) Fund Growth ₹118.22
↓ -0.38 ₹133 1,000 1.7 13.3 -5.2 17.1 20.8 11.3 Edelweiss Mid Cap Fund Growth ₹99.428
↑ 0.08 ₹10,988 500 3.2 16.1 5.9 24.3 29.6 38.9 HDFC Mid-Cap Opportunities Fund Growth ₹191.171
↓ 0.00 ₹84,061 300 3.8 13.9 5.1 25.8 29.6 28.6 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 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund Edelweiss Mid Cap Fund HDFC Mid-Cap Opportunities Fund Point 1 Upper mid AUM (₹57,102 Cr). Lower mid AUM (₹12,818 Cr). Bottom quartile AUM (₹133 Cr). Bottom quartile AUM (₹10,988 Cr). Highest AUM (₹84,061 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (30 yrs). Established history (17+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 28.11% (lower mid). 5Y return: 26.92% (bottom quartile). 5Y return: 20.79% (bottom quartile). 5Y return: 29.59% (upper mid). 5Y return: 29.62% (top quartile). Point 6 3Y return: 21.44% (bottom quartile). 3Y return: 22.96% (lower mid). 3Y return: 17.14% (bottom quartile). 3Y return: 24.34% (upper mid). 3Y return: 25.76% (top quartile). Point 7 1Y return: 5.22% (upper mid). 1Y return: 3.93% (bottom quartile). 1Y return: -5.15% (bottom quartile). 1Y return: 5.93% (top quartile). 1Y return: 5.08% (lower mid). Point 8 Alpha: 2.01 (bottom quartile). Alpha: 2.82 (lower mid). Alpha: -5.34 (bottom quartile). Alpha: 5.34 (top quartile). Alpha: 3.00 (upper mid). Point 9 Sharpe: 0.16 (bottom quartile). Sharpe: 0.20 (lower mid). Sharpe: -0.20 (bottom quartile). Sharpe: 0.33 (top quartile). Sharpe: 0.23 (upper mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: -0.14 (lower mid). Information ratio: -1.20 (bottom quartile). Information ratio: 0.34 (upper mid). Information ratio: 0.62 (top quartile). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
Edelweiss Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
بہترین سمال کیپ فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹83.4583
↓ -0.14 ₹5,134 1,000 2.3 15 -2.3 17.9 24.7 21.5 SBI Small Cap Fund Growth ₹168.91
↑ 0.42 ₹35,696 500 2.5 10.9 -4.4 15.4 24.8 24.1 HDFC Small Cap Fund Growth ₹138.713
↓ -0.83 ₹35,781 300 7.1 16.3 3.1 23.9 31 20.4 DSP Small Cap Fund Growth ₹191.152
↓ -0.76 ₹17,126 500 6.2 14.4 -0.5 20 28.2 25.6 Nippon India Small Cap Fund Growth ₹165.343
↓ -0.59 ₹66,602 100 3.1 13.3 -3.2 23.9 33.6 26.1 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 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund HDFC Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹5,134 Cr). Lower mid AUM (₹35,696 Cr). Upper mid AUM (₹35,781 Cr). Bottom quartile AUM (₹17,126 Cr). Highest AUM (₹66,602 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (15+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (14+ 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.73% (bottom quartile). 5Y return: 24.78% (bottom quartile). 5Y return: 31.02% (upper mid). 5Y return: 28.22% (lower mid). 5Y return: 33.57% (top quartile). Point 6 3Y return: 17.90% (bottom quartile). 3Y return: 15.43% (bottom quartile). 3Y return: 23.90% (top quartile). 3Y return: 19.96% (lower mid). 3Y return: 23.86% (upper mid). Point 7 1Y return: -2.28% (lower mid). 1Y return: -4.40% (bottom quartile). 1Y return: 3.14% (top quartile). 1Y return: -0.51% (upper mid). 1Y return: -3.18% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -2.86 (bottom quartile). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.07 (upper mid). Sharpe: 0.22 (top quartile). Sharpe: -0.10 (lower mid). Point 10 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: -0.10 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
HDFC Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
بہترین سیکٹر فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹133.16
↑ 0.33 ₹10,088 100 2.2 13.1 13.1 15.8 21.7 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.81
↑ 0.23 ₹3,625 1,000 1.1 14.5 11 15.7 21.7 8.7 Sundaram Rural and Consumption Fund Growth ₹96.8754
↑ 0.03 ₹1,596 100 1.5 7.2 0.6 16 19.3 20.1 Franklin Build India Fund Growth ₹139.76
↓ -0.23 ₹2,968 500 3 15.5 -0.2 28.1 32.7 27.8 DSP Natural Resources and New Energy Fund Growth ₹87.767
↓ -1.05 ₹1,316 500 0.2 11 -4.3 18.4 23.7 13.9 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 5 Funds showcased
Commentary ICICI Prudential Banking and Financial Services Fund Aditya Birla Sun Life Banking And Financial Services Fund Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Point 1 Highest AUM (₹10,088 Cr). Upper mid AUM (₹3,625 Cr). Bottom quartile AUM (₹1,596 Cr). Lower mid AUM (₹2,968 Cr). Bottom quartile AUM (₹1,316 Cr). Point 2 Established history (16+ yrs). Established history (11+ yrs). Oldest track record among peers (19 yrs). Established history (15+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 5★ (bottom quartile). Rating: 5★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 21.73% (lower mid). 5Y return: 21.73% (bottom quartile). 5Y return: 19.29% (bottom quartile). 5Y return: 32.71% (top quartile). 5Y return: 23.71% (upper mid). Point 6 3Y return: 15.79% (bottom quartile). 3Y return: 15.68% (bottom quartile). 3Y return: 15.97% (lower mid). 3Y return: 28.08% (top quartile). 3Y return: 18.42% (upper mid). Point 7 1Y return: 13.12% (top quartile). 1Y return: 11.01% (upper mid). 1Y return: 0.57% (lower mid). 1Y return: -0.18% (bottom quartile). 1Y return: -4.27% (bottom quartile). Point 8 Alpha: -0.92 (bottom quartile). Alpha: -6.15 (bottom quartile). Alpha: 0.89 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: 0.72 (top quartile). Sharpe: 0.38 (upper mid). Sharpe: 0.17 (lower mid). Sharpe: -0.29 (bottom quartile). Sharpe: -0.48 (bottom quartile). Point 10 Information ratio: 0.11 (upper mid). Information ratio: 0.35 (top quartile). Information ratio: 0.07 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Banking and Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy Fund
بہترین فوکسڈ فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Axis Focused 25 Fund Growth ₹54.84
↑ 0.11 ₹13,025 500 2.1 11.1 4.3 9.3 13.8 14.8 Aditya Birla Sun Life Focused Equity Fund Growth ₹137.993
↑ 0.18 ₹8,055 1,000 -0.4 7.7 2.3 14.7 18.6 18.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 HDFC Focused 30 Fund Growth ₹228.105
↑ 0.28 ₹20,868 300 1.9 10.5 9.2 22.3 27.4 24 Franklin India Focused Equity Fund Growth ₹107.543
↑ 0.17 ₹12,536 500 3.1 9.8 1.5 16.7 24.1 19.9 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 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund HDFC Focused 30 Fund Franklin India Focused Equity Fund Point 1 Upper mid AUM (₹13,025 Cr). Bottom quartile AUM (₹8,055 Cr). Bottom quartile AUM (₹1,354 Cr). Highest AUM (₹20,868 Cr). Lower mid AUM (₹12,536 Cr). Point 2 Established history (13+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). 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. Point 5 5Y return: 13.79% (bottom quartile). 5Y return: 18.61% (lower mid). 5Y return: 17.29% (bottom quartile). 5Y return: 27.39% (top quartile). 5Y return: 24.07% (upper mid). Point 6 3Y return: 9.28% (bottom quartile). 3Y return: 14.66% (bottom quartile). 3Y return: 17.03% (upper mid). 3Y return: 22.26% (top quartile). 3Y return: 16.66% (lower mid). Point 7 1Y return: 4.34% (lower mid). 1Y return: 2.25% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 9.22% (upper mid). 1Y return: 1.46% (bottom quartile). Point 8 Alpha: 2.19 (lower mid). Alpha: 2.48 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 4.28 (top quartile). Alpha: -2.22 (bottom quartile). Point 9 Sharpe: 0.15 (bottom quartile). Sharpe: 0.19 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.41 (upper mid). Sharpe: -0.15 (bottom quartile). Point 10 Information ratio: -1.01 (bottom quartile). Information ratio: -0.41 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 1.27 (top quartile). Information ratio: -0.01 (upper mid). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
HDFC Focused 30 Fund
Franklin India Focused Equity Fund
بہترین ویلیو فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata Equity PE Fund Growth ₹339.971
↑ 0.54 ₹8,840 150 1.1 9.8 -4.3 18.9 21.1 21.7 JM Value Fund Growth ₹94.4961
↓ -0.41 ₹1,110 500 -1 6.7 -9.9 23.2 25.7 25.1 HDFC Capital Builder Value Fund Growth ₹730.967
↑ 0.51 ₹7,443 300 2.4 11.7 2.9 19.1 22.7 20.7 Bandhan Sterling Value Fund Growth ₹144.611
↓ -0.21 ₹10,229 100 -0.1 7.3 -2.3 17.2 27.9 18 Templeton India Value Fund Growth ₹698.662
↓ -0.78 ₹2,299 500 -0.3 7 -4.4 18 27 15.2 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 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Bandhan Sterling Value Fund Templeton India Value Fund Point 1 Upper mid AUM (₹8,840 Cr). Bottom quartile AUM (₹1,110 Cr). Lower mid AUM (₹7,443 Cr). Highest AUM (₹10,229 Cr). Bottom quartile AUM (₹2,299 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (28+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.12% (bottom quartile). 5Y return: 25.67% (lower mid). 5Y return: 22.68% (bottom quartile). 5Y return: 27.94% (top quartile). 5Y return: 27.04% (upper mid). Point 6 3Y return: 18.90% (lower mid). 3Y return: 23.21% (top quartile). 3Y return: 19.07% (upper mid). 3Y return: 17.22% (bottom quartile). 3Y return: 17.99% (bottom quartile). Point 7 1Y return: -4.32% (lower mid). 1Y return: -9.90% (bottom quartile). 1Y return: 2.90% (top quartile). 1Y return: -2.33% (upper mid). 1Y return: -4.37% (bottom quartile). Point 8 Alpha: -4.96 (lower mid). Alpha: -6.74 (bottom quartile). Alpha: 1.28 (top quartile). Alpha: -3.78 (upper mid). Alpha: -5.54 (bottom quartile). Point 9 Sharpe: -0.29 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: 0.09 (top quartile). Sharpe: -0.30 (lower mid). Sharpe: -0.40 (bottom quartile). Point 10 Information ratio: 0.76 (lower mid). Information ratio: 1.08 (upper mid). Information ratio: 1.15 (top quartile). Information ratio: 0.35 (bottom quartile). Information ratio: 0.74 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Bandhan Sterling Value Fund
Templeton India Value Fund
بہترین ڈیویڈنڈ ییلڈ فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Dividend Yield Equity Fund Growth ₹51.96 ₹5,645 100 2 9.8 2.2 23 28.5 21 Templeton India Equity Income Fund Growth ₹134.683
↓ -0.48 ₹2,421 500 -1.9 4 -6.4 16.5 24.6 20.4 UTI Dividend Yield Fund Growth ₹173.983
↓ -0.08 ₹4,127 500 2.2 7.9 -2.4 18.9 21.2 24.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹433.36
↓ -0.80 ₹1,524 1,000 0.8 5.2 -6.2 19.5 22 18.2 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 4 Funds showcased
Commentary ICICI Prudential Dividend Yield Equity Fund Templeton India Equity Income Fund UTI Dividend Yield Fund Aditya Birla Sun Life Dividend Yield Fund Point 1 Highest AUM (₹5,645 Cr). Lower mid AUM (₹2,421 Cr). Upper mid AUM (₹4,127 Cr). Bottom quartile AUM (₹1,524 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (22 yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 28.50% (top quartile). 5Y return: 24.61% (upper mid). 5Y return: 21.15% (bottom quartile). 5Y return: 22.01% (lower mid). Point 6 3Y return: 22.97% (top quartile). 3Y return: 16.55% (bottom quartile). 3Y return: 18.93% (lower mid). 3Y return: 19.49% (upper mid). Point 7 1Y return: 2.24% (top quartile). 1Y return: -6.42% (bottom quartile). 1Y return: -2.40% (upper mid). 1Y return: -6.19% (lower mid). Point 8 Alpha: 1.57 (top quartile). Alpha: -4.10 (bottom quartile). Alpha: 0.31 (upper mid). Alpha: -3.60 (lower mid). Point 9 Sharpe: 0.12 (top quartile). Sharpe: -0.29 (bottom quartile). Sharpe: 0.03 (upper mid). Sharpe: -0.20 (lower mid). Point 10 Information ratio: 1.16 (top quartile). Information ratio: -0.17 (bottom quartile). Information ratio: 0.42 (lower mid). Information ratio: 0.77 (upper mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
UTI Dividend Yield Fund
Aditya Birla Sun Life Dividend Yield Fund
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