+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 ₹85.888
↑ 0.16 ₹53,626 500 2.7 7.2 6.4 15.7 18.2 16.5 Mirae Asset India Equity Fund Growth ₹115.237
↓ -0.01 ₹39,477 1,000 3.6 6.6 5.6 12.6 15.9 12.7 Motilal Oswal Multicap 35 Fund Growth ₹61.5657
↓ -0.33 ₹13,679 500 -0.3 5.9 2 20.4 18.3 45.7 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 ₹1,849.18
↑ 3.06 ₹22,962 100 5.2 7.9 6.4 17 19.1 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25 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 (₹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 2 Established history (16+ yrs). Established history (17+ 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: 18.24% (lower mid). 5Y return: 15.94% (bottom quartile). 5Y return: 18.32% (upper mid). 5Y return: 13.57% (bottom quartile). 5Y return: 19.11% (top quartile). Point 6 3Y return: 15.72% (bottom quartile). 3Y return: 12.62% (bottom quartile). 3Y return: 20.39% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 16.96% (lower mid). Point 7 1Y return: 6.37% (lower mid). 1Y return: 5.59% (bottom quartile). 1Y return: 1.97% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 6.42% (upper mid). Point 8 Alpha: 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 9 Sharpe: -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 10 Information 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
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 (%) Bandhan Tax Advantage (ELSS) Fund Growth ₹154.734
↓ -0.04 ₹6,899 500 4 6.5 2.7 14.6 22.4 13.1 Tata India Tax Savings Fund Growth ₹45.2079
↑ 0.01 ₹4,472 500 3.9 7.7 1.2 14.7 18.7 19.5 Aditya Birla Sun Life Tax Relief '96 Growth ₹61.81
↓ -0.08 ₹15,216 500 3.5 9.3 5.7 14.3 13.6 16.4 DSP Tax Saver Fund Growth ₹141.164
↑ 0.11 ₹16,475 500 3.8 4.6 2.5 18.9 22.2 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 7 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Tax Advantage (ELSS) Fund Tata India Tax Savings Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Lower mid AUM (₹6,899 Cr). Bottom quartile AUM (₹4,472 Cr). Upper mid AUM (₹15,216 Cr). Highest AUM (₹16,475 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (16+ yrs). Established history (11+ 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: 22.36% (top quartile). 5Y return: 18.73% (lower mid). 5Y return: 13.61% (bottom quartile). 5Y return: 22.18% (upper mid). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 14.63% (bottom quartile). 3Y return: 14.66% (lower mid). 3Y return: 14.27% (bottom quartile). 3Y return: 18.93% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 2.70% (lower mid). 1Y return: 1.19% (bottom quartile). 1Y return: 5.69% (upper mid). 1Y return: 2.51% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: -3.02 (bottom quartile). Alpha: -1.62 (lower mid). Alpha: 1.87 (top quartile). Alpha: -1.92 (bottom quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: -0.87 (bottom quartile). Sharpe: -0.71 (lower mid). Sharpe: -0.49 (upper mid). Sharpe: -0.75 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: 0.02 (upper mid). Information ratio: -0.22 (bottom quartile). Information ratio: -0.71 (bottom quartile). Information ratio: 0.99 (top quartile). Information ratio: -0.15 (lower mid). Bandhan Tax Advantage (ELSS) Fund
Tata India Tax Savings 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 (%) ICICI Prudential Bluechip Fund Growth ₹112.68
↓ -0.12 ₹71,840 100 3.3 5.7 6.5 17.4 20.7 16.9 Nippon India Large Cap Fund Growth ₹92.6959
↑ 0.00 ₹45,012 100 3.5 7.5 6.2 18.5 23.7 18.2 Aditya Birla Sun Life Frontline Equity Fund Growth ₹536.87
↓ -0.33 ₹29,867 100 3.4 5.6 5 14.9 18.2 15.6 SBI Bluechip Fund Growth ₹94.0252
↓ -0.09 ₹52,421 500 3 5.5 4.5 13.6 17.7 12.5 Indiabulls Blue Chip Fund Growth ₹43.75
↓ -0.01 ₹127 500 3.3 8 3.4 13.3 15 12.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Bluechip Fund Nippon India Large Cap Fund Aditya Birla Sun Life Frontline Equity Fund SBI Bluechip Fund Indiabulls Blue Chip Fund Point 1 Highest AUM (₹71,840 Cr). Lower mid AUM (₹45,012 Cr). Bottom quartile AUM (₹29,867 Cr). Upper mid AUM (₹52,421 Cr). Bottom quartile AUM (₹127 Cr). Point 2 Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (19+ 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: 20.65% (upper mid). 5Y return: 23.68% (top quartile). 5Y return: 18.22% (lower mid). 5Y return: 17.67% (bottom quartile). 5Y return: 15.00% (bottom quartile). Point 6 3Y return: 17.38% (upper mid). 3Y return: 18.46% (top quartile). 3Y return: 14.92% (lower mid). 3Y return: 13.56% (bottom quartile). 3Y return: 13.29% (bottom quartile). Point 7 1Y return: 6.54% (top quartile). 1Y return: 6.17% (upper mid). 1Y return: 5.04% (lower mid). 1Y return: 4.52% (bottom quartile). 1Y return: 3.40% (bottom quartile). Point 8 Alpha: 1.67 (upper mid). Alpha: 2.49 (top quartile). Alpha: 0.89 (bottom quartile). Alpha: 1.27 (lower mid). Alpha: -0.05 (bottom quartile). Point 9 Sharpe: -0.51 (lower mid). Sharpe: -0.40 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: -0.50 (upper mid). Sharpe: -0.63 (bottom quartile). Point 10 Information ratio: 1.64 (upper mid). Information ratio: 1.96 (top quartile). Information ratio: 0.84 (lower mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.12 (bottom quartile). ICICI Prudential Bluechip Fund
Nippon India Large Cap Fund
Aditya Birla Sun Life Frontline Equity Fund
SBI Bluechip 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 (%) Sundaram Mid Cap Fund Growth ₹1,430.89
↑ 2.99 ₹12,501 100 4.5 12.4 4.8 23.5 26.1 32 Kotak Emerging Equity Scheme Growth ₹137.309
↑ 0.50 ₹56,988 1,000 2 12.8 3.6 20.9 26.2 33.6 Taurus Discovery (Midcap) Fund Growth ₹123.13
↑ 0.46 ₹128 1,000 3.1 9.9 0.2 17.1 20.3 11.3 HDFC Mid-Cap Opportunities Fund Growth ₹200.806
↑ 0.36 ₹83,105 300 5.2 12.4 6.7 24.8 28.7 28.6 Edelweiss Mid Cap Fund Growth ₹102.908
↑ 0.49 ₹11,297 500 3.6 10.3 4.1 23.7 28.1 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Mid Cap Fund Kotak Emerging Equity Scheme Taurus Discovery (Midcap) Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Lower mid AUM (₹12,501 Cr). Upper mid AUM (₹56,988 Cr). Bottom quartile AUM (₹128 Cr). Highest AUM (₹83,105 Cr). Bottom quartile AUM (₹11,297 Cr). Point 2 Established history (23+ yrs). Established history (18+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (17+ 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: 26.09% (bottom quartile). 5Y return: 26.19% (lower mid). 5Y return: 20.34% (bottom quartile). 5Y return: 28.74% (top quartile). 5Y return: 28.08% (upper mid). Point 6 3Y return: 23.50% (lower mid). 3Y return: 20.93% (bottom quartile). 3Y return: 17.09% (bottom quartile). 3Y return: 24.78% (top quartile). 3Y return: 23.72% (upper mid). Point 7 1Y return: 4.84% (upper mid). 1Y return: 3.60% (bottom quartile). 1Y return: 0.16% (bottom quartile). 1Y return: 6.72% (top quartile). 1Y return: 4.10% (lower mid). Point 8 Alpha: 2.99 (bottom quartile). Alpha: 5.63 (top quartile). Alpha: -4.47 (bottom quartile). Alpha: 3.39 (lower mid). Alpha: 3.95 (upper mid). Point 9 Sharpe: -0.33 (bottom quartile). Sharpe: -0.21 (top quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.28 (lower mid). Sharpe: -0.28 (upper mid). Point 10 Information ratio: 0.22 (lower mid). Information ratio: -0.12 (bottom quartile). Information ratio: -0.84 (bottom quartile). Information ratio: 0.88 (top quartile). Information ratio: 0.39 (upper mid). Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
Taurus Discovery (Midcap) Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss 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 ₹87.4095
↑ 0.06 ₹4,824 1,000 4.3 12.5 -3.5 18.2 22.9 21.5 SBI Small Cap Fund Growth ₹171.989
↓ -0.43 ₹35,245 500 2 7.7 -4.5 14.1 23.4 24.1 HDFC Small Cap Fund Growth ₹142.019
↓ -0.36 ₹36,294 300 1.9 16 -0.3 21.7 29.8 20.4 DSP Small Cap Fund Growth ₹195.171
↑ 0.41 ₹16,628 500 1.3 14 -2.7 19.6 25.8 25.6 Franklin India Smaller Companies Fund Growth ₹170.493
↑ 0.43 ₹13,302 500 1.8 7.1 -5.2 20.9 27.9 23.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 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 Franklin India Smaller Companies Fund Point 1 Bottom quartile AUM (₹4,824 Cr). Upper mid AUM (₹35,245 Cr). Highest AUM (₹36,294 Cr). Lower mid AUM (₹16,628 Cr). Bottom quartile AUM (₹13,302 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (19 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: 22.92% (bottom quartile). 5Y return: 23.35% (bottom quartile). 5Y return: 29.82% (top quartile). 5Y return: 25.77% (lower mid). 5Y return: 27.93% (upper mid). Point 6 3Y return: 18.15% (bottom quartile). 3Y return: 14.13% (bottom quartile). 3Y return: 21.72% (top quartile). 3Y return: 19.55% (lower mid). 3Y return: 20.91% (upper mid). Point 7 1Y return: -3.48% (lower mid). 1Y return: -4.53% (bottom quartile). 1Y return: -0.33% (top quartile). 1Y return: -2.71% (upper mid). 1Y return: -5.17% (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: -5.08 (bottom quartile). Point 9 Sharpe: -0.56 (lower mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.33 (upper mid). Sharpe: -0.30 (top quartile). Sharpe: -0.76 (bottom quartile). Point 10 Information 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: 0.02 (top quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
HDFC Small Cap Fund
DSP Small Cap Fund
Franklin India Smaller Companies 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 ₹137.28
↑ 0.75 ₹9,688 100 3.2 6.2 11.6 15.5 19.8 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹62.87
↑ 0.39 ₹3,374 1,000 5.1 7.1 10.8 15.6 19.2 8.7 Sundaram Rural and Consumption Fund Growth ₹99.9498
↓ -0.79 ₹1,599 100 3.4 5.1 3.3 15.6 18.9 20.1 DSP Natural Resources and New Energy Fund Growth ₹95.674
↓ -1.05 ₹1,292 500 8.9 14.4 2.8 21.3 26.1 13.9 Franklin Build India Fund Growth ₹143.565
↓ -0.68 ₹2,884 500 2.5 8.6 0.7 25.9 31.7 27.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 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 DSP Natural Resources and New Energy Fund Franklin Build India Fund Point 1 Highest AUM (₹9,688 Cr). Upper mid AUM (₹3,374 Cr). Bottom quartile AUM (₹1,599 Cr). Bottom quartile AUM (₹1,292 Cr). Lower mid AUM (₹2,884 Cr). Point 2 Established history (17+ yrs). Established history (11+ yrs). Oldest track record among peers (19 yrs). Established history (17+ yrs). Established history (16+ 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: 19.78% (lower mid). 5Y return: 19.24% (bottom quartile). 5Y return: 18.93% (bottom quartile). 5Y return: 26.12% (upper mid). 5Y return: 31.68% (top quartile). Point 6 3Y return: 15.53% (bottom quartile). 3Y return: 15.55% (bottom quartile). 3Y return: 15.65% (lower mid). 3Y return: 21.30% (upper mid). 3Y return: 25.89% (top quartile). Point 7 1Y return: 11.61% (top quartile). 1Y return: 10.76% (upper mid). 1Y return: 3.31% (lower mid). 1Y return: 2.84% (bottom quartile). 1Y return: 0.73% (bottom quartile). Point 8 Alpha: -2.57 (lower mid). Alpha: -6.06 (bottom quartile). Alpha: -2.82 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.03 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.36 (lower mid). Sharpe: -0.96 (bottom quartile). Sharpe: -0.64 (bottom quartile). Point 10 Information ratio: 0.32 (top quartile). Information ratio: 0.14 (upper mid). Information ratio: -0.05 (bottom quartile). Information ratio: 0.00 (lower mid). 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
DSP Natural Resources and New Energy Fund
Franklin Build India 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 ₹55.54
↓ -0.08 ₹12,286 500 1.8 4.8 3.3 10.8 11.7 14.8 Aditya Birla Sun Life Focused Equity Fund Growth ₹145.346
↑ 0.28 ₹7,620 1,000 5.3 6.5 5.4 15.8 17.9 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 ₹236.208
↓ -0.19 ₹22,444 300 4.1 6.7 7.7 21 27.9 24 Franklin India Focused Equity Fund Growth ₹109.457
↓ -0.17 ₹12,263 500 2.3 5.4 3.6 15.4 22.6 19.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 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 (₹12,286 Cr). Bottom quartile AUM (₹7,620 Cr). Bottom quartile AUM (₹1,354 Cr). Highest AUM (₹22,444 Cr). Lower mid AUM (₹12,263 Cr). Point 2 Established history (13+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (21+ 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: 11.75% (bottom quartile). 5Y return: 17.89% (lower mid). 5Y return: 17.29% (bottom quartile). 5Y return: 27.88% (top quartile). 5Y return: 22.61% (upper mid). Point 6 3Y return: 10.76% (bottom quartile). 3Y return: 15.75% (lower mid). 3Y return: 17.03% (upper mid). 3Y return: 20.96% (top quartile). 3Y return: 15.39% (bottom quartile). Point 7 1Y return: 3.35% (bottom quartile). 1Y return: 5.42% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 7.72% (upper mid). 1Y return: 3.59% (bottom quartile). Point 8 Alpha: 1.86 (upper mid). Alpha: -0.19 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 5.69 (top quartile). Alpha: -0.97 (bottom quartile). Point 9 Sharpe: -0.49 (lower mid). Sharpe: -0.62 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.65 (bottom quartile). Point 10 Information 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: 0.26 (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 ₹355.509
↑ 2.37 ₹8,348 150 4.9 7.6 -0.9 18.9 20.3 21.7 JM Value Fund Growth ₹96.9044
↑ 0.03 ₹1,019 500 1.5 5.1 -7.6 22.1 24.3 25.1 HDFC Capital Builder Value Fund Growth ₹761.837
↑ 1.48 ₹7,179 300 4.6 8.6 4.8 18.6 21.8 20.7 Templeton India Value Fund Growth ₹724.257
↑ 0.13 ₹2,209 500 3.7 4.6 0.5 16.8 25.9 15.2 Bandhan Sterling Value Fund Growth ₹149.142
↑ 0.08 ₹9,841 100 3.3 4.9 0 16.7 26 18 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata Equity PE Fund JM Value Fund HDFC Capital Builder Value Fund Templeton India Value Fund Bandhan Sterling Value Fund Point 1 Upper 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 2 Established history (21+ yrs). Established history (28+ yrs). Oldest track record among peers (31 yrs). Established history (29+ yrs). Established history (17+ 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: 20.31% (bottom quartile). 5Y return: 24.25% (lower mid). 5Y return: 21.82% (bottom quartile). 5Y return: 25.94% (upper mid). 5Y return: 26.02% (top quartile). Point 6 3Y return: 18.91% (upper mid). 3Y return: 22.12% (top quartile). 3Y return: 18.58% (lower mid). 3Y return: 16.84% (bottom quartile). 3Y return: 16.71% (bottom quartile). Point 7 1Y return: -0.85% (bottom quartile). 1Y return: -7.61% (bottom quartile). 1Y return: 4.75% (top quartile). 1Y return: 0.47% (upper mid). 1Y return: 0.01% (lower mid). Point 8 Alpha: -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 9 Sharpe: -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 10 Information 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
JM Value Fund
HDFC Capital Builder Value Fund
Templeton India Value Fund
Bandhan Sterling 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 ₹54.15
↑ 0.04 ₹5,779 100 5 7.4 6.2 22.8 29.1 21 Templeton India Equity Income Fund Growth ₹138.347
↓ -1.14 ₹2,317 500 3 2.7 -3.2 17.7 23.3 20.4 UTI Dividend Yield Fund Growth ₹178.487
↑ 0.22 ₹3,794 500 3.1 6.2 -0.3 19.8 21 24.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹444.14
↓ -3.01 ₹1,432 1,000 3 6.7 -5.7 19 21.6 18.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 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 (₹5,779 Cr). Lower mid AUM (₹2,317 Cr). Upper mid AUM (₹3,794 Cr). Bottom quartile AUM (₹1,432 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: 29.10% (top quartile). 5Y return: 23.26% (upper mid). 5Y return: 21.04% (bottom quartile). 5Y return: 21.61% (lower mid). Point 6 3Y return: 22.80% (top quartile). 3Y return: 17.73% (bottom quartile). 3Y return: 19.83% (upper mid). 3Y return: 19.01% (lower mid). Point 7 1Y return: 6.18% (top quartile). 1Y return: -3.23% (lower mid). 1Y return: -0.25% (upper mid). 1Y return: -5.68% (bottom quartile). Point 8 Alpha: 0.21 (top quartile). Alpha: -11.18 (bottom quartile). Alpha: -4.47 (upper mid). Alpha: -8.77 (lower mid). Point 9 Sharpe: -0.57 (top quartile). Sharpe: -1.65 (bottom quartile). Sharpe: -0.93 (upper mid). Sharpe: -1.19 (lower mid). Point 10 Information 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
Templeton India Equity Income Fund
UTI Dividend Yield Fund
Aditya Birla Sun Life Dividend Yield Fund
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