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طویل مدتی سرمایہ کاری کے لیے بہترین میوچل فنڈز

Updated on September 25, 2025 , 2029 views

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۔

equityfor-long-term

طویل مدتی سرمایہ کاری کے لیے بہترین میوچل فنڈز

بہترین ملٹی کیپ ایکویٹی فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Standard Multicap Fund Growth ₹83.581
↓ -1.13
₹53,626 500 -3.38.9-2.617.519.616.5
Mirae Asset India Equity Fund  Growth ₹111.577
↓ -1.26
₹39,477 1,000 -26.8-4.713.617.112.7
Motilal Oswal Multicap 35 Fund Growth ₹60.2919
↓ -1.27
₹13,679 500 -3.96-4.921.519.545.7
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588 300 -4.6-2.619.317.313.6
Aditya Birla Sun Life Equity Fund Growth ₹1,767.48
↓ -24.23
₹22,962 100 -2.67.6-4.617.720.418.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Standard Multicap FundMirae Asset India Equity Fund Motilal Oswal Multicap 35 FundBNP Paribas Multi Cap FundAditya Birla Sun Life Equity Fund
Point 1Highest AUM (₹53,626 Cr).Upper mid AUM (₹39,477 Cr).Bottom quartile AUM (₹13,679 Cr).Bottom quartile AUM (₹588 Cr).Lower mid AUM (₹22,962 Cr).
Point 2Established history (16+ yrs).Established history (17+ yrs).Established history (11+ yrs).Established history (20+ yrs).Oldest track record among peers (27 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 19.62% (upper mid).5Y return: 17.14% (bottom quartile).5Y return: 19.54% (lower mid).5Y return: 13.57% (bottom quartile).5Y return: 20.40% (top quartile).
Point 63Y return: 17.49% (lower mid).3Y return: 13.56% (bottom quartile).3Y return: 21.53% (top quartile).3Y return: 17.28% (bottom quartile).3Y return: 17.71% (upper mid).
Point 71Y return: -2.64% (upper mid).1Y return: -4.73% (bottom quartile).1Y return: -4.88% (bottom quartile).1Y return: 19.34% (top quartile).1Y return: -4.63% (lower mid).
Point 8Alpha: 3.91 (upper mid).Alpha: 1.60 (bottom quartile).Alpha: 9.76 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 2.31 (lower mid).
Point 9Sharpe: -0.37 (lower mid).Sharpe: -0.52 (bottom quartile).Sharpe: -0.06 (upper mid).Sharpe: 2.86 (top quartile).Sharpe: -0.46 (bottom quartile).
Point 10Information ratio: 0.19 (lower mid).Information ratio: -0.17 (bottom quartile).Information ratio: 0.79 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.70 (upper mid).

Kotak Standard Multicap Fund

  • Highest AUM (₹53,626 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.62% (upper mid).
  • 3Y return: 17.49% (lower mid).
  • 1Y return: -2.64% (upper mid).
  • Alpha: 3.91 (upper mid).
  • Sharpe: -0.37 (lower mid).
  • Information ratio: 0.19 (lower mid).

Mirae Asset India Equity Fund 

  • Upper mid AUM (₹39,477 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.14% (bottom quartile).
  • 3Y return: 13.56% (bottom quartile).
  • 1Y return: -4.73% (bottom quartile).
  • Alpha: 1.60 (bottom quartile).
  • Sharpe: -0.52 (bottom quartile).
  • Information ratio: -0.17 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Bottom quartile AUM (₹13,679 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.54% (lower mid).
  • 3Y return: 21.53% (top quartile).
  • 1Y return: -4.88% (bottom quartile).
  • Alpha: 9.76 (top quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: 0.79 (top quartile).

BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (bottom quartile).
  • 3Y return: 17.28% (bottom quartile).
  • 1Y return: 19.34% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.86 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Equity Fund

  • Lower mid AUM (₹22,962 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.40% (top quartile).
  • 3Y return: 17.71% (upper mid).
  • 1Y return: -4.63% (lower mid).
  • Alpha: 2.31 (lower mid).
  • Sharpe: -0.46 (bottom quartile).
  • Information ratio: 0.70 (upper mid).

بہترین ELSS (ٹیکس سیونگ میوچل فنڈز)

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata India Tax Savings Fund Growth ₹43.7402
↓ -0.47
₹4,472 500 -2.46.7-7.416.120.219.5
Bandhan Tax Advantage (ELSS) Fund Growth ₹149.968
↓ -1.77
₹6,899 500 -2.46.5-7.815.923.313.1
Aditya Birla Sun Life Tax Relief '96 Growth ₹59.91
↓ -0.87
₹15,216 500 -2.110.1-4.814.813.916.4
DSP Tax Saver Fund Growth ₹136.542
↓ -1.74
₹16,475 500 -3.44.5-619.823.723.9
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,318 500 1.215.435.520.617.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata India Tax Savings FundBandhan Tax Advantage (ELSS) FundAditya Birla Sun Life Tax Relief '96DSP Tax Saver FundHDFC Long Term Advantage Fund
Point 1Bottom quartile AUM (₹4,472 Cr).Lower mid AUM (₹6,899 Cr).Upper mid AUM (₹15,216 Cr).Highest AUM (₹16,475 Cr).Bottom quartile AUM (₹1,318 Cr).
Point 2Established history (10+ yrs).Established history (16+ yrs).Established history (17+ yrs).Established history (18+ yrs).Oldest track record among peers (24 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (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.
Point 55Y return: 20.18% (lower mid).5Y return: 23.35% (upper mid).5Y return: 13.94% (bottom quartile).5Y return: 23.72% (top quartile).5Y return: 17.39% (bottom quartile).
Point 63Y return: 16.12% (lower mid).3Y return: 15.91% (bottom quartile).3Y return: 14.83% (bottom quartile).3Y return: 19.82% (upper mid).3Y return: 20.64% (top quartile).
Point 71Y return: -7.35% (bottom quartile).1Y return: -7.83% (bottom quartile).1Y return: -4.84% (upper mid).1Y return: -5.97% (lower mid).1Y return: 35.51% (top quartile).
Point 8Alpha: -1.62 (lower mid).Alpha: -3.02 (bottom quartile).Alpha: 1.87 (top quartile).Alpha: -1.92 (bottom quartile).Alpha: 1.75 (upper mid).
Point 9Sharpe: -0.71 (lower mid).Sharpe: -0.87 (bottom quartile).Sharpe: -0.49 (upper mid).Sharpe: -0.75 (bottom quartile).Sharpe: 2.27 (top quartile).
Point 10Information ratio: -0.22 (bottom quartile).Information ratio: 0.02 (upper mid).Information ratio: -0.71 (bottom quartile).Information ratio: 0.99 (top quartile).Information ratio: -0.15 (lower mid).

Tata India Tax Savings Fund

  • Bottom quartile AUM (₹4,472 Cr).
  • Established history (10+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.18% (lower mid).
  • 3Y return: 16.12% (lower mid).
  • 1Y return: -7.35% (bottom quartile).
  • Alpha: -1.62 (lower mid).
  • Sharpe: -0.71 (lower mid).
  • Information ratio: -0.22 (bottom quartile).

Bandhan Tax Advantage (ELSS) Fund

  • Lower mid AUM (₹6,899 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.35% (upper mid).
  • 3Y return: 15.91% (bottom quartile).
  • 1Y return: -7.83% (bottom quartile).
  • Alpha: -3.02 (bottom quartile).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.02 (upper mid).

Aditya Birla Sun Life Tax Relief '96

  • Upper mid AUM (₹15,216 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.94% (bottom quartile).
  • 3Y return: 14.83% (bottom quartile).
  • 1Y return: -4.84% (upper mid).
  • Alpha: 1.87 (top quartile).
  • Sharpe: -0.49 (upper mid).
  • Information ratio: -0.71 (bottom quartile).

DSP Tax Saver Fund

  • Highest AUM (₹16,475 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.72% (top quartile).
  • 3Y return: 19.82% (upper mid).
  • 1Y return: -5.97% (lower mid).
  • Alpha: -1.92 (bottom quartile).
  • Sharpe: -0.75 (bottom quartile).
  • Information ratio: 0.99 (top quartile).

HDFC Long Term Advantage Fund

  • Bottom quartile AUM (₹1,318 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (bottom quartile).
  • 3Y return: 20.64% (top quartile).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (upper mid).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (lower mid).

بہترین لارج کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹90.6724
↓ -1.04
₹45,012 100 -18.9-2.220.225.318.2
Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20
₹96 500 -8-14.5-2.6107
ICICI Prudential Bluechip Fund Growth ₹109.94
↓ -0.90
₹71,840 100 -1.47.1-3.519.122.316.9
SBI Bluechip Fund Growth ₹91.3077
↓ -0.90
₹52,421 500 -2.55.8-4.914.819.412.5
Aditya Birla Sun Life Frontline Equity Fund Growth ₹520.17
↓ -5.81
₹29,867 100 -2.96.7-5.615.919.915.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundEssel Large Cap Equity FundICICI Prudential Bluechip FundSBI Bluechip FundAditya Birla Sun Life Frontline Equity Fund
Point 1Lower mid AUM (₹45,012 Cr).Bottom quartile AUM (₹96 Cr).Highest AUM (₹71,840 Cr).Upper mid AUM (₹52,421 Cr).Bottom quartile AUM (₹29,867 Cr).
Point 2Established history (18+ yrs).Established history (14+ yrs).Established history (17+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.25% (top quartile).5Y return: 7.00% (bottom quartile).5Y return: 22.26% (upper mid).5Y return: 19.36% (bottom quartile).5Y return: 19.87% (lower mid).
Point 63Y return: 20.25% (top quartile).3Y return: 10.00% (bottom quartile).3Y return: 19.12% (upper mid).3Y return: 14.83% (bottom quartile).3Y return: 15.91% (lower mid).
Point 71Y return: -2.17% (top quartile).1Y return: -2.56% (upper mid).1Y return: -3.54% (lower mid).1Y return: -4.92% (bottom quartile).1Y return: -5.56% (bottom quartile).
Point 8Alpha: 2.49 (top quartile).Alpha: -3.02 (bottom quartile).Alpha: 1.67 (upper mid).Alpha: 1.27 (lower mid).Alpha: 0.89 (bottom quartile).
Point 9Sharpe: -0.40 (upper mid).Sharpe: 0.10 (top quartile).Sharpe: -0.51 (bottom quartile).Sharpe: -0.50 (lower mid).Sharpe: -0.57 (bottom quartile).
Point 10Information ratio: 1.96 (top quartile).Information ratio: -0.82 (bottom quartile).Information ratio: 1.64 (upper mid).Information ratio: -0.10 (bottom quartile).Information ratio: 0.84 (lower mid).

Nippon India Large Cap Fund

  • Lower mid AUM (₹45,012 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.25% (top quartile).
  • 3Y return: 20.25% (top quartile).
  • 1Y return: -2.17% (top quartile).
  • Alpha: 2.49 (top quartile).
  • Sharpe: -0.40 (upper mid).
  • Information ratio: 1.96 (top quartile).

Essel Large Cap Equity Fund

  • Bottom quartile AUM (₹96 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.00% (bottom quartile).
  • 3Y return: 10.00% (bottom quartile).
  • 1Y return: -2.56% (upper mid).
  • Alpha: -3.02 (bottom quartile).
  • Sharpe: 0.10 (top quartile).
  • Information ratio: -0.82 (bottom quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹71,840 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.26% (upper mid).
  • 3Y return: 19.12% (upper mid).
  • 1Y return: -3.54% (lower mid).
  • Alpha: 1.67 (upper mid).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 1.64 (upper mid).

SBI Bluechip Fund

  • Upper mid AUM (₹52,421 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.36% (bottom quartile).
  • 3Y return: 14.83% (bottom quartile).
  • 1Y return: -4.92% (bottom quartile).
  • Alpha: 1.27 (lower mid).
  • Sharpe: -0.50 (lower mid).
  • Information ratio: -0.10 (bottom quartile).

Aditya Birla Sun Life Frontline Equity Fund

  • Bottom quartile AUM (₹29,867 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.87% (lower mid).
  • 3Y return: 15.91% (lower mid).
  • 1Y return: -5.56% (bottom quartile).
  • Alpha: 0.89 (bottom quartile).
  • Sharpe: -0.57 (bottom quartile).
  • Information ratio: 0.84 (lower mid).

بہترین مڈ کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Emerging Equity Scheme Growth ₹134.243
↓ -2.69
₹56,988 1,000 -0.914.4-1.621.727.433.6
Sundaram Mid Cap Fund Growth ₹1,357.68
↓ -22.85
₹12,501 100 -1.810.3-5.122.926.232
Taurus Discovery (Midcap) Fund Growth ₹118.94
↓ -2.22
₹128 1,000 -3.610.5-8.418.120.511.3
HDFC Mid-Cap Opportunities Fund Growth ₹190.594
↓ -2.90
₹83,105 300 -1.910.3-2.325.529.228.6
Edelweiss Mid Cap Fund Growth ₹98.633
↓ -1.83
₹11,297 500 -3.910.3-3.924.229.138.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Emerging Equity SchemeSundaram Mid Cap FundTaurus Discovery (Midcap) FundHDFC Mid-Cap Opportunities FundEdelweiss Mid Cap Fund
Point 1Upper mid AUM (₹56,988 Cr).Lower mid AUM (₹12,501 Cr).Bottom quartile AUM (₹128 Cr).Highest AUM (₹83,105 Cr).Bottom quartile AUM (₹11,297 Cr).
Point 2Established history (18+ yrs).Established history (23+ yrs).Oldest track record among peers (31 yrs).Established history (18+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (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: High.
Point 55Y return: 27.38% (lower mid).5Y return: 26.23% (bottom quartile).5Y return: 20.48% (bottom quartile).5Y return: 29.23% (top quartile).5Y return: 29.10% (upper mid).
Point 63Y return: 21.72% (bottom quartile).3Y return: 22.91% (lower mid).3Y return: 18.15% (bottom quartile).3Y return: 25.52% (top quartile).3Y return: 24.21% (upper mid).
Point 71Y return: -1.59% (top quartile).1Y return: -5.14% (bottom quartile).1Y return: -8.44% (bottom quartile).1Y return: -2.35% (upper mid).1Y return: -3.92% (lower mid).
Point 8Alpha: 5.63 (top quartile).Alpha: 2.99 (bottom quartile).Alpha: -4.47 (bottom quartile).Alpha: 3.39 (lower mid).Alpha: 3.95 (upper mid).
Point 9Sharpe: -0.21 (top quartile).Sharpe: -0.33 (bottom quartile).Sharpe: -0.71 (bottom quartile).Sharpe: -0.28 (lower mid).Sharpe: -0.28 (upper mid).
Point 10Information ratio: -0.12 (bottom quartile).Information ratio: 0.22 (lower mid).Information ratio: -0.84 (bottom quartile).Information ratio: 0.88 (top quartile).Information ratio: 0.39 (upper mid).

Kotak Emerging Equity Scheme

  • Upper mid AUM (₹56,988 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.38% (lower mid).
  • 3Y return: 21.72% (bottom quartile).
  • 1Y return: -1.59% (top quartile).
  • Alpha: 5.63 (top quartile).
  • Sharpe: -0.21 (top quartile).
  • Information ratio: -0.12 (bottom quartile).

Sundaram Mid Cap Fund

  • Lower mid AUM (₹12,501 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 26.23% (bottom quartile).
  • 3Y return: 22.91% (lower mid).
  • 1Y return: -5.14% (bottom quartile).
  • Alpha: 2.99 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: 0.22 (lower mid).

Taurus Discovery (Midcap) Fund

  • Bottom quartile AUM (₹128 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.48% (bottom quartile).
  • 3Y return: 18.15% (bottom quartile).
  • 1Y return: -8.44% (bottom quartile).
  • Alpha: -4.47 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: -0.84 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,105 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.23% (top quartile).
  • 3Y return: 25.52% (top quartile).
  • 1Y return: -2.35% (upper mid).
  • Alpha: 3.39 (lower mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.88 (top quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,297 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 29.10% (upper mid).
  • 3Y return: 24.21% (upper mid).
  • 1Y return: -3.92% (lower mid).
  • Alpha: 3.95 (upper mid).
  • Sharpe: -0.28 (upper mid).
  • Information ratio: 0.39 (upper mid).

بہترین سمال کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Small Cap Fund Growth ₹169.342
↓ -2.84
₹35,245 500 -1.88.1-9.41524.224.1
Aditya Birla Sun Life Small Cap Fund Growth ₹83.2535
↓ -1.63
₹4,824 1,000 -4.211.2-1017.522.921.5
HDFC Small Cap Fund Growth ₹140.46
↓ -2.36
₹36,294 300 1.117.3-1.223.930.320.4
DSP Small Cap Fund  Growth ₹193.059
↓ -3.65
₹16,628 500 -3.314.4-4.920.127.125.6
Nippon India Small Cap Fund Growth ₹166.28
↓ -2.82
₹64,821 100 -2.911.3-8.623.432.226.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Small Cap FundAditya Birla Sun Life Small Cap FundHDFC Small Cap FundDSP Small Cap Fund Nippon India Small Cap Fund
Point 1Lower mid AUM (₹35,245 Cr).Bottom quartile AUM (₹4,824 Cr).Upper mid AUM (₹36,294 Cr).Bottom quartile AUM (₹16,628 Cr).Highest AUM (₹64,821 Cr).
Point 2Established history (16+ yrs).Oldest track record among peers (18 yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 24.21% (bottom quartile).5Y return: 22.94% (bottom quartile).5Y return: 30.32% (upper mid).5Y return: 27.11% (lower mid).5Y return: 32.24% (top quartile).
Point 63Y return: 15.05% (bottom quartile).3Y return: 17.51% (bottom quartile).3Y return: 23.90% (top quartile).3Y return: 20.09% (lower mid).3Y return: 23.36% (upper mid).
Point 71Y return: -9.40% (bottom quartile).1Y return: -9.95% (bottom quartile).1Y return: -1.19% (top quartile).1Y return: -4.93% (upper mid).1Y return: -8.58% (lower mid).
Point 8Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: -2.55 (bottom quartile).
Point 9Sharpe: -0.72 (bottom quartile).Sharpe: -0.56 (lower mid).Sharpe: -0.33 (upper mid).Sharpe: -0.30 (top quartile).Sharpe: -0.65 (bottom quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.10 (top quartile).

SBI Small Cap Fund

  • Lower mid AUM (₹35,245 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.21% (bottom quartile).
  • 3Y return: 15.05% (bottom quartile).
  • 1Y return: -9.40% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.72 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹4,824 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.94% (bottom quartile).
  • 3Y return: 17.51% (bottom quartile).
  • 1Y return: -9.95% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.56 (lower mid).
  • Information ratio: 0.00 (lower mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,294 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.32% (upper mid).
  • 3Y return: 23.90% (top quartile).
  • 1Y return: -1.19% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.33 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

DSP Small Cap Fund 

  • Bottom quartile AUM (₹16,628 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.11% (lower mid).
  • 3Y return: 20.09% (lower mid).
  • 1Y return: -4.93% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.30 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹64,821 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 32.24% (top quartile).
  • 3Y return: 23.36% (upper mid).
  • 1Y return: -8.58% (lower mid).
  • Alpha: -2.55 (bottom quartile).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.10 (top quartile).

بہترین سیکٹر فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹131.43
↓ -1.22
₹9,688 100 -3.58.20.61622.111.6
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.58
↓ -0.71
₹3,374 1,000 -4.17.6-1.11622.48.7
DSP Natural Resources and New Energy Fund Growth ₹92.676
↓ -0.25
₹1,292 500 5.18.9-3.122.427.813.9
Franklin Build India Fund Growth ₹140.378
↓ -1.47
₹2,884 500 -1.49.7-5.328.434.127.8
Sundaram Rural and Consumption Fund Growth ₹98.0615
↓ -1.38
₹1,599 100 -0.510.7-8.215.619.920.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Banking and Financial Services FundAditya Birla Sun Life Banking And Financial Services FundDSP Natural Resources and New Energy FundFranklin Build India FundSundaram Rural and Consumption Fund
Point 1Highest AUM (₹9,688 Cr).Upper mid AUM (₹3,374 Cr).Bottom quartile AUM (₹1,292 Cr).Lower mid AUM (₹2,884 Cr).Bottom quartile AUM (₹1,599 Cr).
Point 2Established history (17+ yrs).Established history (11+ yrs).Established history (17+ yrs).Established history (16+ yrs).Oldest track record among peers (19 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 22.09% (bottom quartile).5Y return: 22.41% (lower mid).5Y return: 27.76% (upper mid).5Y return: 34.10% (top quartile).5Y return: 19.91% (bottom quartile).
Point 63Y return: 16.04% (lower mid).3Y return: 16.02% (bottom quartile).3Y return: 22.42% (upper mid).3Y return: 28.43% (top quartile).3Y return: 15.62% (bottom quartile).
Point 71Y return: 0.59% (top quartile).1Y return: -1.11% (upper mid).1Y return: -3.12% (lower mid).1Y return: -5.33% (bottom quartile).1Y return: -8.17% (bottom quartile).
Point 8Alpha: -2.57 (lower mid).Alpha: -6.06 (bottom quartile).Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: -2.82 (bottom quartile).
Point 9Sharpe: 0.03 (top quartile).Sharpe: -0.18 (upper mid).Sharpe: -0.96 (bottom quartile).Sharpe: -0.64 (bottom quartile).Sharpe: -0.36 (lower mid).
Point 10Information ratio: 0.32 (top quartile).Information ratio: 0.14 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.05 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Highest AUM (₹9,688 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.09% (bottom quartile).
  • 3Y return: 16.04% (lower mid).
  • 1Y return: 0.59% (top quartile).
  • Alpha: -2.57 (lower mid).
  • Sharpe: 0.03 (top quartile).
  • Information ratio: 0.32 (top quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Upper mid AUM (₹3,374 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.41% (lower mid).
  • 3Y return: 16.02% (bottom quartile).
  • 1Y return: -1.11% (upper mid).
  • Alpha: -6.06 (bottom quartile).
  • Sharpe: -0.18 (upper mid).
  • Information ratio: 0.14 (upper mid).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,292 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: High.
  • 5Y return: 27.76% (upper mid).
  • 3Y return: 22.42% (upper mid).
  • 1Y return: -3.12% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.96 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Franklin Build India Fund

  • Lower mid AUM (₹2,884 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 34.10% (top quartile).
  • 3Y return: 28.43% (top quartile).
  • 1Y return: -5.33% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.64 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Sundaram Rural and Consumption Fund

  • Bottom quartile AUM (₹1,599 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.91% (bottom quartile).
  • 3Y return: 15.62% (bottom quartile).
  • 1Y return: -8.17% (bottom quartile).
  • Alpha: -2.82 (bottom quartile).
  • Sharpe: -0.36 (lower mid).
  • Information ratio: -0.05 (bottom quartile).

بہترین فوکسڈ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Axis Focused 25 Fund Growth ₹54.15
↓ -1.09
₹12,286 500 -3.46.2-6.610.213.714.8
Aditya Birla Sun Life Focused Equity Fund Growth ₹138.018
↓ -1.70
₹7,620 1,000 -4.85.1-6.91619.118.7
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
HDFC Focused 30 Fund Growth ₹232.022
↓ -2.59
₹22,444 300 0.48.61.423.129.124
DSP Focus Fund Growth ₹53.282
↓ -0.87
₹2,513 500 -3.14.2-5.717.118.518.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryAxis Focused 25 FundAditya Birla Sun Life Focused Equity FundSundaram Select Focus FundHDFC Focused 30 FundDSP Focus Fund
Point 1Upper mid AUM (₹12,286 Cr).Lower mid AUM (₹7,620 Cr).Bottom quartile AUM (₹1,354 Cr).Highest AUM (₹22,444 Cr).Bottom quartile AUM (₹2,513 Cr).
Point 2Established history (13+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).Established history (21+ yrs).Established history (15+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (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.
Point 55Y return: 13.68% (bottom quartile).5Y return: 19.12% (upper mid).5Y return: 17.29% (bottom quartile).5Y return: 29.13% (top quartile).5Y return: 18.49% (lower mid).
Point 63Y return: 10.22% (bottom quartile).3Y return: 16.04% (bottom quartile).3Y return: 17.03% (lower mid).3Y return: 23.08% (top quartile).3Y return: 17.14% (upper mid).
Point 71Y return: -6.61% (bottom quartile).1Y return: -6.92% (bottom quartile).1Y return: 24.49% (top quartile).1Y return: 1.37% (upper mid).1Y return: -5.75% (lower mid).
Point 8Alpha: 1.86 (upper mid).Alpha: -0.19 (lower mid).Alpha: -5.62 (bottom quartile).Alpha: 5.69 (top quartile).Alpha: -2.48 (bottom quartile).
Point 9Sharpe: -0.49 (lower mid).Sharpe: -0.62 (bottom quartile).Sharpe: 1.85 (top quartile).Sharpe: -0.07 (upper mid).Sharpe: -0.77 (bottom quartile).
Point 10Information ratio: -1.03 (bottom quartile).Information ratio: -0.15 (lower mid).Information ratio: -0.52 (bottom quartile).Information ratio: 1.54 (top quartile).Information ratio: 0.17 (upper mid).

Axis Focused 25 Fund

  • Upper mid AUM (₹12,286 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.68% (bottom quartile).
  • 3Y return: 10.22% (bottom quartile).
  • 1Y return: -6.61% (bottom quartile).
  • Alpha: 1.86 (upper mid).
  • Sharpe: -0.49 (lower mid).
  • Information ratio: -1.03 (bottom quartile).

Aditya Birla Sun Life Focused Equity Fund

  • Lower mid AUM (₹7,620 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.12% (upper mid).
  • 3Y return: 16.04% (bottom quartile).
  • 1Y return: -6.92% (bottom quartile).
  • Alpha: -0.19 (lower mid).
  • Sharpe: -0.62 (bottom quartile).
  • Information ratio: -0.15 (lower mid).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (bottom quartile).
  • 3Y return: 17.03% (lower mid).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

HDFC Focused 30 Fund

  • Highest AUM (₹22,444 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.13% (top quartile).
  • 3Y return: 23.08% (top quartile).
  • 1Y return: 1.37% (upper mid).
  • Alpha: 5.69 (top quartile).
  • Sharpe: -0.07 (upper mid).
  • Information ratio: 1.54 (top quartile).

DSP Focus Fund

  • Bottom quartile AUM (₹2,513 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.49% (lower mid).
  • 3Y return: 17.14% (upper mid).
  • 1Y return: -5.75% (lower mid).
  • Alpha: -2.48 (bottom quartile).
  • Sharpe: -0.77 (bottom quartile).
  • Information ratio: 0.17 (upper mid).

بہترین ویلیو فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata Equity PE Fund Growth ₹340.294
↓ -5.23
₹8,348 150 -3.26.3-10.819.621.221.7
JM Value Fund Growth ₹95.6808
↓ -1.71
₹1,019 500 -3.88.8-12.524.626.625.1
HDFC Capital Builder Value Fund Growth ₹729.896
↓ -10.11
₹7,179 300 -2.89.1-5.519.722.820.7
Templeton India Value Fund Growth ₹701.722
↓ -6.83
₹2,209 500 -3.16.4-8.818.427.515.2
Bandhan Sterling Value Fund Growth ₹144.966
↓ -1.54
₹9,841 100 -2.85.3-9.317.727.318
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Equity PE FundJM Value FundHDFC Capital Builder Value FundTempleton India Value FundBandhan Sterling Value Fund
Point 1Upper mid AUM (₹8,348 Cr).Bottom quartile AUM (₹1,019 Cr).Lower mid AUM (₹7,179 Cr).Bottom quartile AUM (₹2,209 Cr).Highest AUM (₹9,841 Cr).
Point 2Established history (21+ yrs).Established history (28+ yrs).Oldest track record among peers (31 yrs).Established history (29+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.18% (bottom quartile).5Y return: 26.58% (lower mid).5Y return: 22.75% (bottom quartile).5Y return: 27.50% (top quartile).5Y return: 27.31% (upper mid).
Point 63Y return: 19.64% (lower mid).3Y return: 24.64% (top quartile).3Y return: 19.67% (upper mid).3Y return: 18.45% (bottom quartile).3Y return: 17.66% (bottom quartile).
Point 71Y return: -10.76% (bottom quartile).1Y return: -12.48% (bottom quartile).1Y return: -5.53% (top quartile).1Y return: -8.76% (upper mid).1Y return: -9.27% (lower mid).
Point 8Alpha: -7.40 (bottom quartile).Alpha: -10.12 (bottom quartile).Alpha: 0.37 (top quartile).Alpha: -6.86 (lower mid).Alpha: -5.18 (upper mid).
Point 9Sharpe: -1.07 (lower mid).Sharpe: -1.17 (bottom quartile).Sharpe: -0.58 (top quartile).Sharpe: -1.12 (bottom quartile).Sharpe: -1.05 (upper mid).
Point 10Information ratio: 0.80 (lower mid).Information ratio: 1.05 (upper mid).Information ratio: 1.35 (top quartile).Information ratio: 0.62 (bottom quartile).Information ratio: 0.49 (bottom quartile).

Tata Equity PE Fund

  • Upper mid AUM (₹8,348 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 21.18% (bottom quartile).
  • 3Y return: 19.64% (lower mid).
  • 1Y return: -10.76% (bottom quartile).
  • Alpha: -7.40 (bottom quartile).
  • Sharpe: -1.07 (lower mid).
  • Information ratio: 0.80 (lower mid).

JM Value Fund

  • Bottom quartile AUM (₹1,019 Cr).
  • Established history (28+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 26.58% (lower mid).
  • 3Y return: 24.64% (top quartile).
  • 1Y return: -12.48% (bottom quartile).
  • Alpha: -10.12 (bottom quartile).
  • Sharpe: -1.17 (bottom quartile).
  • Information ratio: 1.05 (upper mid).

HDFC Capital Builder Value Fund

  • Lower mid AUM (₹7,179 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.75% (bottom quartile).
  • 3Y return: 19.67% (upper mid).
  • 1Y return: -5.53% (top quartile).
  • Alpha: 0.37 (top quartile).
  • Sharpe: -0.58 (top quartile).
  • Information ratio: 1.35 (top quartile).

Templeton India Value Fund

  • Bottom quartile AUM (₹2,209 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.50% (top quartile).
  • 3Y return: 18.45% (bottom quartile).
  • 1Y return: -8.76% (upper mid).
  • Alpha: -6.86 (lower mid).
  • Sharpe: -1.12 (bottom quartile).
  • Information ratio: 0.62 (bottom quartile).

Bandhan Sterling Value Fund

  • Highest AUM (₹9,841 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.31% (upper mid).
  • 3Y return: 17.66% (bottom quartile).
  • 1Y return: -9.27% (lower mid).
  • Alpha: -5.18 (upper mid).
  • Sharpe: -1.05 (upper mid).
  • Information ratio: 0.49 (bottom quartile).

بہترین ڈیویڈنڈ ییلڈ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Dividend Yield Equity Fund Growth ₹52.63
↓ -0.49
₹5,779 100 -0.47.6-3.624.72921
Templeton India Equity Income Fund Growth ₹135.358
↓ -1.44
₹2,317 500 -0.92.5-8.418.52520.4
UTI Dividend Yield Fund Growth ₹174.183
↓ -1.96
₹3,794 500 -1.85.9-7.920.621.824.7
Aditya Birla Sun Life Dividend Yield Fund Growth ₹438.21
↓ -2.30
₹1,432 1,000 -2.14.6-11.120.222.618.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential Dividend Yield Equity FundTempleton India Equity Income FundUTI Dividend Yield FundAditya Birla Sun Life Dividend Yield Fund
Point 1Highest AUM (₹5,779 Cr).Lower mid AUM (₹2,317 Cr).Upper mid AUM (₹3,794 Cr).Bottom quartile AUM (₹1,432 Cr).
Point 2Established history (11+ yrs).Established history (19+ yrs).Established history (20+ yrs).Oldest track record among peers (22 yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 1★ (lower mid).Rating: 1★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 29.04% (top quartile).5Y return: 24.99% (upper mid).5Y return: 21.78% (bottom quartile).5Y return: 22.64% (lower mid).
Point 63Y return: 24.66% (top quartile).3Y return: 18.47% (bottom quartile).3Y return: 20.62% (upper mid).3Y return: 20.16% (lower mid).
Point 71Y return: -3.64% (top quartile).1Y return: -8.42% (lower mid).1Y return: -7.95% (upper mid).1Y return: -11.05% (bottom quartile).
Point 8Alpha: 0.21 (top quartile).Alpha: -11.18 (bottom quartile).Alpha: -4.47 (upper mid).Alpha: -8.77 (lower mid).
Point 9Sharpe: -0.57 (top quartile).Sharpe: -1.65 (bottom quartile).Sharpe: -0.93 (upper mid).Sharpe: -1.19 (lower mid).
Point 10Information ratio: 1.64 (top quartile).Information ratio: 0.18 (bottom quartile).Information ratio: 0.84 (upper mid).Information ratio: 0.76 (lower mid).

ICICI Prudential Dividend Yield Equity Fund

  • Highest AUM (₹5,779 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 29.04% (top quartile).
  • 3Y return: 24.66% (top quartile).
  • 1Y return: -3.64% (top quartile).
  • Alpha: 0.21 (top quartile).
  • Sharpe: -0.57 (top quartile).
  • Information ratio: 1.64 (top quartile).

Templeton India Equity Income Fund

  • Lower mid AUM (₹2,317 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.99% (upper mid).
  • 3Y return: 18.47% (bottom quartile).
  • 1Y return: -8.42% (lower mid).
  • Alpha: -11.18 (bottom quartile).
  • Sharpe: -1.65 (bottom quartile).
  • Information ratio: 0.18 (bottom quartile).

UTI Dividend Yield Fund

  • Upper mid AUM (₹3,794 Cr).
  • Established history (20+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.78% (bottom quartile).
  • 3Y return: 20.62% (upper mid).
  • 1Y return: -7.95% (upper mid).
  • Alpha: -4.47 (upper mid).
  • Sharpe: -0.93 (upper mid).
  • Information ratio: 0.84 (upper mid).

Aditya Birla Sun Life Dividend Yield Fund

  • Bottom quartile AUM (₹1,432 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.64% (lower mid).
  • 3Y return: 20.16% (lower mid).
  • 1Y return: -11.05% (bottom quartile).
  • Alpha: -8.77 (lower mid).
  • Sharpe: -1.19 (lower mid).
  • Information ratio: 0.76 (lower mid).

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