+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 (%) Kotak Standard Multicap Fund Growth ₹76.627
↓ 0.00 ₹56,853 500 -12.1 -8.6 -1 13.1 11.3 9.5 Mirae Asset India Equity Fund Growth ₹99.677
↓ 0.00 ₹40,184 1,000 -15.4 -10.6 -4.7 9.2 8.8 10.2 Motilal Oswal Multicap 35 Fund Growth ₹51.0546
↓ 0.00 ₹12,890 500 -15.3 -14.7 -10.5 17.8 10.1 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,659.16
↓ -0.08 ₹25,207 100 -12.4 -6.2 0.4 15.1 12.1 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Highest AUM (₹56,853 Cr). Upper mid AUM (₹40,184 Cr). Bottom quartile AUM (₹12,890 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹25,207 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (27 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: 11.25% (lower mid). 5Y return: 8.76% (bottom quartile). 5Y return: 10.13% (bottom quartile). 5Y return: 13.57% (top quartile). 5Y return: 12.12% (upper mid). Point 6 3Y return: 13.06% (bottom quartile). 3Y return: 9.15% (bottom quartile). 3Y return: 17.85% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 15.08% (lower mid). Point 7 1Y return: -0.96% (lower mid). 1Y return: -4.74% (bottom quartile). 1Y return: -10.52% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 0.43% (upper mid). Point 8 Alpha: 3.98 (top quartile). Alpha: -0.29 (bottom quartile). Alpha: -11.42 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.94 (upper mid). Point 9 Sharpe: 1.34 (upper mid). Sharpe: 0.95 (bottom quartile). Sharpe: 0.13 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 1.28 (lower mid). Point 10 Information ratio: 0.11 (lower mid). Information ratio: -0.87 (bottom quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.64 (top quartile). Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life 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 ₹40.5502
↓ 0.00 ₹4,674 500 -11.6 -7.3 -1.2 13.6 11.7 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹137.744
↓ -0.01 ₹7,056 500 -13.4 -8.1 -2.5 11.8 13 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹54.36 ₹14,788 500 -12.8 -9.4 -0.7 12.2 7 9.3 DSP Tax Saver Fund Growth ₹124.713
↓ -0.01 ₹17,250 500 -13.3 -9 -5 16.5 13.7 7.5 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 31 Mar 26 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 (₹4,674 Cr). Lower mid AUM (₹7,056 Cr). Upper mid AUM (₹14,788 Cr). Highest AUM (₹17,250 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (19+ yrs). Oldest track record among peers (25 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: 11.67% (bottom quartile). 5Y return: 13.02% (lower mid). 5Y return: 7.04% (bottom quartile). 5Y return: 13.72% (upper mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 13.58% (lower mid). 3Y return: 11.75% (bottom quartile). 3Y return: 12.22% (bottom quartile). 3Y return: 16.45% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: -1.24% (lower mid). 1Y return: -2.49% (bottom quartile). 1Y return: -0.69% (upper mid). 1Y return: -4.97% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: 2.29 (top quartile). Alpha: -0.03 (bottom quartile). Alpha: 2.15 (upper mid). Alpha: 1.05 (bottom quartile). Alpha: 1.75 (lower mid). Point 9 Sharpe: 1.18 (lower mid). Sharpe: 0.99 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 1.08 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.21 (lower mid). Information ratio: -0.45 (bottom quartile). Information ratio: -0.63 (bottom quartile). Information ratio: 0.87 (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 (%) Indiabulls Blue Chip Fund Growth ₹38.62 ₹132 500 -12.8 -9.6 -2 10.6 9.2 7.5 Nippon India Large Cap Fund Growth ₹81.5095
↓ 0.00 ₹51,404 100 -13.4 -10.1 -2.3 14.7 15 9.2 Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20 ₹96 500 -8 -14.5 -2.6 10 7 ICICI Prudential Bluechip Fund Growth ₹99.87 ₹77,452 100 -13.5 -9 -3 13.9 13.2 11.3 SBI Bluechip Fund Growth ₹83.7944
↓ 0.00 ₹55,246 500 -13 -8.2 -3.2 10.7 10.1 9.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Indiabulls Blue Chip Fund Nippon India Large Cap Fund Essel Large Cap Equity Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Point 1 Bottom quartile AUM (₹132 Cr). Lower mid AUM (₹51,404 Cr). Bottom quartile AUM (₹96 Cr). Highest AUM (₹77,452 Cr). Upper mid AUM (₹55,246 Cr). Point 2 Established history (14+ yrs). Established history (18+ yrs). Established history (14+ yrs). Established history (17+ yrs). Oldest track record among peers (20 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: 9.17% (bottom quartile). 5Y return: 15.00% (top quartile). 5Y return: 7.00% (bottom quartile). 5Y return: 13.24% (upper mid). 5Y return: 10.10% (lower mid). Point 6 3Y return: 10.60% (bottom quartile). 3Y return: 14.72% (top quartile). 3Y return: 10.00% (bottom quartile). 3Y return: 13.93% (upper mid). 3Y return: 10.71% (lower mid). Point 7 1Y return: -1.95% (top quartile). 1Y return: -2.34% (upper mid). 1Y return: -2.56% (lower mid). 1Y return: -2.96% (bottom quartile). 1Y return: -3.16% (bottom quartile). Point 8 Alpha: 3.10 (top quartile). Alpha: 2.67 (upper mid). Alpha: -3.02 (bottom quartile). Alpha: 0.83 (bottom quartile). Alpha: 1.97 (lower mid). Point 9 Sharpe: 1.27 (top quartile). Sharpe: 1.23 (upper mid). Sharpe: 0.10 (bottom quartile). Sharpe: 1.07 (bottom quartile). Sharpe: 1.17 (lower mid). Point 10 Information ratio: -0.23 (lower mid). Information ratio: 1.27 (top quartile). Information ratio: -0.82 (bottom quartile). Information ratio: 0.92 (upper mid). Information ratio: -0.32 (bottom quartile). Indiabulls Blue Chip Fund
Nippon India Large Cap Fund
Essel Large Cap Equity Fund
ICICI Prudential Bluechip Fund
SBI Bluechip 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 ₹121.975
↓ 0.00 ₹61,694 1,000 -10.7 -9.9 3.2 18 16.3 1.8 Sundaram Mid Cap Fund Growth ₹1,268.15
↓ -29.76 ₹13,235 100 -10.8 -7.2 2.7 21.6 17.2 4.1 Taurus Discovery (Midcap) Fund Growth ₹102.4
↓ -0.01 ₹123 1,000 -14.8 -14.4 -4.9 12.6 11 0.8 HDFC Mid-Cap Opportunities Fund Growth ₹180.278
↓ 0.00 ₹94,257 300 -11.4 -6.1 3.9 21.8 19.7 6.8 BNP Paribas Mid Cap Fund Growth ₹95.5637
↓ 0.00 ₹2,341 300 -8.8 -4.3 3.7 18.2 15.4 2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund HDFC Mid-Cap Opportunities Fund BNP Paribas Mid Cap Fund Point 1 Upper mid AUM (₹61,694 Cr). Lower mid AUM (₹13,235 Cr). Bottom quartile AUM (₹123 Cr). Highest AUM (₹94,257 Cr). Bottom quartile AUM (₹2,341 Cr). Point 2 Established history (19+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (19+ 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: Moderately High. Risk profile: High. Point 5 5Y return: 16.28% (lower mid). 5Y return: 17.16% (upper mid). 5Y return: 10.97% (bottom quartile). 5Y return: 19.68% (top quartile). 5Y return: 15.41% (bottom quartile). Point 6 3Y return: 17.98% (bottom quartile). 3Y return: 21.57% (upper mid). 3Y return: 12.55% (bottom quartile). 3Y return: 21.81% (top quartile). 3Y return: 18.24% (lower mid). Point 7 1Y return: 3.23% (lower mid). 1Y return: 2.68% (bottom quartile). 1Y return: -4.90% (bottom quartile). 1Y return: 3.90% (top quartile). 1Y return: 3.73% (upper mid). Point 8 Alpha: 3.15 (upper mid). Alpha: 2.64 (bottom quartile). Alpha: -6.79 (bottom quartile). Alpha: 3.83 (top quartile). Alpha: 2.75 (lower mid). Point 9 Sharpe: 1.43 (bottom quartile). Sharpe: 1.49 (lower mid). Sharpe: 0.74 (bottom quartile). Sharpe: 1.65 (top quartile). Sharpe: 1.59 (upper mid). Point 10 Information ratio: -0.48 (lower mid). Information ratio: 0.16 (upper mid). Information ratio: -1.72 (bottom quartile). Information ratio: 0.45 (top quartile). Information ratio: -0.68 (bottom quartile). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
HDFC Mid-Cap Opportunities Fund
BNP Paribas Mid Cap 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 ₹76.2218
↓ 0.00 ₹4,882 1,000 -10 -8.4 0.7 15.5 12.4 -3.7 SBI Small Cap Fund Growth ₹147.155
↓ 0.00 ₹34,932 500 -12.8 -13 -5.9 10.6 13 -4.9 DSP Small Cap Fund Growth ₹174.97
↓ -0.01 ₹16,886 500 -9.4 -8.9 2.7 17.6 17.3 -2.8 Nippon India Small Cap Fund Growth ₹146.628
↓ 0.00 ₹67,642 100 -11.8 -11.6 -2.1 17.3 19.9 -4.7 HDFC Small Cap Fund Growth ₹118.361
↓ 0.00 ₹37,424 300 -14.4 -15.3 -2.4 14.1 17.5 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund HDFC Small Cap Fund Point 1 Bottom quartile AUM (₹4,882 Cr). Lower mid AUM (₹34,932 Cr). Bottom quartile AUM (₹16,886 Cr). Highest AUM (₹67,642 Cr). Upper mid AUM (₹37,424 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (15+ yrs). Established history (18+ 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: 12.35% (bottom quartile). 5Y return: 13.02% (bottom quartile). 5Y return: 17.33% (lower mid). 5Y return: 19.91% (top quartile). 5Y return: 17.50% (upper mid). Point 6 3Y return: 15.48% (lower mid). 3Y return: 10.63% (bottom quartile). 3Y return: 17.65% (top quartile). 3Y return: 17.27% (upper mid). 3Y return: 14.12% (bottom quartile). Point 7 1Y return: 0.75% (upper mid). 1Y return: -5.93% (bottom quartile). 1Y return: 2.67% (top quartile). 1Y return: -2.15% (lower mid). 1Y return: -2.43% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.58 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.95 (top quartile). Sharpe: 0.34 (bottom quartile). Sharpe: 0.90 (upper mid). Sharpe: 0.76 (bottom quartile). Sharpe: 0.86 (lower mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.00 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
HDFC 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 (%) DSP Natural Resources and New Energy Fund Growth ₹104.205
↓ -0.01 ₹1,990 500 5.2 11.7 22.7 23.2 20 17.5 Franklin Build India Fund Growth ₹132.618
↓ -0.01 ₹3,174 500 -7.5 -5.4 2.8 23.4 21.6 3.7 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹54.65
↓ -0.01 ₹3,673 1,000 -15.2 -8.5 -2 12.4 10.6 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹116.66 ₹10,886 100 -15.9 -11.3 -4.8 10.7 10.2 15.9 Sundaram Rural and Consumption Fund Growth ₹80.965
↓ -1.90 ₹1,458 100 -16.6 -17.2 -8.9 11.3 10.4 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Franklin Build India Fund Aditya Birla Sun Life Banking And Financial Services Fund ICICI Prudential Banking and Financial Services Fund Sundaram Rural and Consumption Fund Point 1 Bottom quartile AUM (₹1,990 Cr). Lower mid AUM (₹3,174 Cr). Upper mid AUM (₹3,673 Cr). Highest AUM (₹10,886 Cr). Bottom quartile AUM (₹1,458 Cr). Point 2 Established history (17+ yrs). Established history (16+ yrs). Established history (12+ yrs). Established history (17+ yrs). Oldest track record among peers (19 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: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 19.96% (upper mid). 5Y return: 21.62% (top quartile). 5Y return: 10.63% (lower mid). 5Y return: 10.19% (bottom quartile). 5Y return: 10.37% (bottom quartile). Point 6 3Y return: 23.18% (upper mid). 3Y return: 23.42% (top quartile). 3Y return: 12.42% (lower mid). 3Y return: 10.68% (bottom quartile). 3Y return: 11.29% (bottom quartile). Point 7 1Y return: 22.68% (top quartile). 1Y return: 2.81% (upper mid). 1Y return: -2.03% (lower mid). 1Y return: -4.82% (bottom quartile). 1Y return: -8.89% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 1.16 (top quartile). Alpha: -1.02 (bottom quartile). Alpha: -8.06 (bottom quartile). Point 9 Sharpe: 2.40 (top quartile). Sharpe: 1.51 (upper mid). Sharpe: 1.34 (lower mid). Sharpe: 1.11 (bottom quartile). Sharpe: 0.03 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.24 (top quartile). Information ratio: -0.06 (bottom quartile). Information ratio: -0.67 (bottom quartile). DSP Natural Resources and New Energy Fund
Franklin Build India Fund
Aditya Birla Sun Life Banking And Financial Services Fund
ICICI Prudential Banking and Financial Services Fund
Sundaram Rural and Consumption 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 ₹46.94 ₹11,305 500 -13.7 -13.3 -8.1 8.8 4.6 2.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹129.881
↓ -0.01 ₹7,971 1,000 -12.9 -6 -1.2 13.8 11.4 10.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Motilal Oswal Focused 25 Fund Growth ₹39.5409
↓ 0.00 ₹1,454 500 -10.3 -5.5 3 7.9 6 -1.7 HDFC Focused 30 Fund Growth ₹208.55
↓ -0.01 ₹27,136 300 -12.6 -9.8 -2.5 16.6 18.7 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Axis Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund Motilal Oswal Focused 25 Fund HDFC Focused 30 Fund Point 1 Upper mid AUM (₹11,305 Cr). Lower mid AUM (₹7,971 Cr). Bottom quartile AUM (₹1,354 Cr). Bottom quartile AUM (₹1,454 Cr). Highest AUM (₹27,136 Cr). Point 2 Established history (13+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (12+ yrs). Established history (21+ 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: 4.60% (bottom quartile). 5Y return: 11.42% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 5.95% (bottom quartile). 5Y return: 18.66% (top quartile). Point 6 3Y return: 8.78% (bottom quartile). 3Y return: 13.80% (lower mid). 3Y return: 17.03% (top quartile). 3Y return: 7.90% (bottom quartile). 3Y return: 16.64% (upper mid). Point 7 1Y return: -8.05% (bottom quartile). 1Y return: -1.17% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 3.05% (upper mid). 1Y return: -2.52% (bottom quartile). Point 8 Alpha: -6.09 (bottom quartile). Alpha: 0.67 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 1.80 (upper mid). Alpha: 3.77 (top quartile). Point 9 Sharpe: 0.46 (bottom quartile). Sharpe: 1.02 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.91 (bottom quartile). Sharpe: 1.45 (upper mid). Point 10 Information ratio: -1.02 (bottom quartile). Information ratio: -0.07 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: -0.76 (bottom quartile). Information ratio: 0.94 (top quartile). Axis Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
Motilal Oswal Focused 25 Fund
HDFC Focused 30 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 ₹317.451
↓ -0.02 ₹8,774 150 -12.1 -6.9 -1.3 16.4 13.9 3.7 JM Value Fund Growth ₹80.3193
↓ -0.01 ₹858 500 -16.6 -15.9 -9.2 14.2 13.9 -4.4 HDFC Capital Builder Value Fund Growth ₹671.336
↓ -0.03 ₹7,413 300 -13 -8.1 0.1 15.6 14 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹113.927
↓ -0.01 ₹6,259 1,000 -12 -6 -1.6 16.8 14 2.6 Templeton India Value Fund Growth ₹646.361
↓ -0.03 ₹2,257 500 -13 -7.9 -2 13.6 15.4 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund Templeton India Value Fund Point 1 Highest AUM (₹8,774 Cr). Bottom quartile AUM (₹858 Cr). Upper mid AUM (₹7,413 Cr). Lower mid AUM (₹6,259 Cr). Bottom quartile AUM (₹2,257 Cr). Point 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (32 yrs). Established history (18+ yrs). Established history (29+ 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: 13.89% (bottom quartile). 5Y return: 13.87% (bottom quartile). 5Y return: 13.97% (lower mid). 5Y return: 14.02% (upper mid). 5Y return: 15.44% (top quartile). Point 6 3Y return: 16.45% (upper mid). 3Y return: 14.18% (bottom quartile). 3Y return: 15.60% (lower mid). 3Y return: 16.76% (top quartile). 3Y return: 13.62% (bottom quartile). Point 7 1Y return: -1.28% (upper mid). 1Y return: -9.15% (bottom quartile). 1Y return: 0.10% (top quartile). 1Y return: -1.56% (lower mid). 1Y return: -1.99% (bottom quartile). Point 8 Alpha: 0.08 (bottom quartile). Alpha: -6.77 (bottom quartile). Alpha: 3.01 (top quartile). Alpha: 0.13 (lower mid). Alpha: 0.83 (upper mid). Point 9 Sharpe: 1.00 (lower mid). Sharpe: 0.35 (bottom quartile). Sharpe: 1.27 (top quartile). Sharpe: 0.96 (bottom quartile). Sharpe: 1.02 (upper mid). Point 10 Information ratio: 0.62 (upper mid). Information ratio: 0.26 (bottom quartile). Information ratio: 1.02 (top quartile). Information ratio: 0.56 (lower mid). Information ratio: 0.12 (bottom quartile). Tata Equity PE Fund
JM Value Fund
HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure 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 ₹48.7 ₹6,531 100 -11.2 -7.3 -0.9 18.6 19.5 11.8 Templeton India Equity Income Fund Growth ₹126.876
↓ -2.05 ₹2,409 500 -8.8 -6.8 -4.4 13.2 14.8 1.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹413.1
↓ -6.68 ₹1,495 1,000 -9.8 -5 -0.7 16.2 16.1 2.3 UTI Dividend Yield Fund Growth ₹162.741
↓ -0.01 ₹3,880 500 -10.8 -6.7 -1.2 16.8 14.1 5.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Dividend Yield Equity Fund Templeton India Equity Income Fund Aditya Birla Sun Life Dividend Yield Fund UTI Dividend Yield Fund Point 1 Highest AUM (₹6,531 Cr). Lower mid AUM (₹2,409 Cr). Bottom quartile AUM (₹1,495 Cr). Upper mid AUM (₹3,880 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (20+ 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: 19.52% (top quartile). 5Y return: 14.78% (lower mid). 5Y return: 16.14% (upper mid). 5Y return: 14.06% (bottom quartile). Point 6 3Y return: 18.63% (top quartile). 3Y return: 13.18% (bottom quartile). 3Y return: 16.19% (lower mid). 3Y return: 16.78% (upper mid). Point 7 1Y return: -0.86% (upper mid). 1Y return: -4.44% (bottom quartile). 1Y return: -0.72% (top quartile). 1Y return: -1.17% (lower mid). Point 8 Alpha: 3.68 (top quartile). Alpha: -0.45 (bottom quartile). Alpha: 1.86 (lower mid). Alpha: 1.91 (upper mid). Point 9 Sharpe: 1.39 (top quartile). Sharpe: 0.76 (bottom quartile). Sharpe: 1.01 (lower mid). Sharpe: 1.24 (upper mid). Point 10 Information ratio: 1.21 (top quartile). Information ratio: -0.05 (bottom quartile). Information ratio: 0.35 (lower mid). Information ratio: 0.63 (upper mid). ICICI Prudential Dividend Yield Equity Fund
Templeton India Equity Income Fund
Aditya Birla Sun Life Dividend Yield Fund
UTI Dividend Yield Fund
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