+91-22-48913909سب سے زیادہ ریٹرن 2022 کے ساتھ بہترین میوچل فنڈز
سرمایہ کاری کے لیے صحیح فنڈ کا انتخاب آسان نہیں ہے! بہتسرمایہ کار بہترین منافع حاصل کرنے کے لیے بہترین کارکردگی کا مظاہرہ کرنے والے فنڈز تلاش کرتا ہے۔ تاہم، ریٹرن واحد معیار نہیں ہے جو ایک سرمایہ کار کو فنڈ میں دیکھنا چاہیے۔ مختلف اہم پیرامیٹرز جیسے AUM، فنڈ کی عمر، ہم مرتبہ کی اوسط واپسی، فنڈ مینیجر، ایگزٹ لوڈ وغیرہ، میوچل فنڈ اسکیموں کے استحکام اور کارکردگی کا فیصلہ کرتے ہیں۔ وہ سرمایہ کار جو سب سے زیادہ واپسی والے فنڈز کو دیکھ رہے ہیں، وہ گزشتہ چند سالوں کے دوران میوچل فنڈ کی کارکردگی کا تجزیہ کر سکتے ہیں، اور اس فنڈ میں سرمایہ کاری کر سکتے ہیں جس نے سب سے زیادہ مستحکم منافع فراہم کیا ہو۔ سب سے پہلے، آئیے بنیادی کو سمجھیں۔باہمی چندہ.
میوچل فنڈز کیا ہیں؟
میوچل فنڈز سب سے زیادہ مقبول طریقوں میں سے ایک ہیں۔سرمایہ کاری پیسہ یہ سرمایہ کاروں سے رقم جمع کرتا ہے اور اسے اسٹاک میں لگاتا ہے،کرنسی مارکیٹ آلات،بانڈز اور سیکیورٹیز کی دیگر اقسام۔ مثال کے طور پر، ایک ایکویٹی فنڈ کمپنی کے اسٹاکس/حصص میں سرمایہ کاری کرتا ہے، اور ایکقرض فنڈ ڈیبینچرز، بانڈز وغیرہ میں سرمایہ کاری کرتا ہے۔ میوچل فنڈ کی ہر قسم سرمایہ کاری کے مقصد کے ساتھ آتی ہے۔ ہندوستان میں 42 میوچل فنڈ کمپنیاں ہیں (جسے کہا جاتا ہے۔اثاثہ جات کے انتظام کی کمپنیاں یا AMCs) جو میوچل فنڈ اسکیمیں فراہم کرتے ہیں۔ یہ میوچل فنڈ کمپنیاں ریگولیٹ کرتی ہیں۔SEBI. سیکورٹیز اینڈ ایکسچینج بورڈ آف انڈیا (SEBI) ہندوستان میں میوچل فنڈز کے لیے ریگولیٹری ادارہ ہے۔
سب سے زیادہ منافع کے ساتھ سرمایہ کاری کے لیے بہترین میوچل فنڈز
مختلفمیوچل فنڈز کی اقسام ہیںایکویٹی فنڈز، قرض فنڈز اور ہائبرڈ فنڈز۔ ہر فنڈ کے کچھ سرمایہ کاری کے مقاصد ہوتے ہیں اور ان کا مقصد سرمایہ کاروں کے سرمایہ کاری کے اہداف کو پورا کرنا ہوتا ہے۔ تو، آئیے ان اسکیموں پر ان کے فنڈز کے ساتھ ایک نظر ڈالتے ہیں جو زیادہ منافع دے رہی ہیں۔
سب سے زیادہ منافع کے ساتھ بہترین قرض میوچل فنڈز 2022
ڈیبٹ میوچل فنڈز بنیادی طور پر ایک مقررہ میں سرمایہ کاری کرتے ہیں۔آمدنی سرکاری سیکیورٹیز، ٹریژری بلز، کارپوریٹ بانڈز وغیرہ جیسے انسٹرومنٹ۔ یہ فنڈز مثالی طور پر ان لوگوں کے لیے ترجیح دی جاتی ہے جو روایتی کے مقابلے مستحکم آمدنی اور زیادہ منافع کے خواہاں ہیں۔بینک اکاؤنٹس ڈیبٹ فنڈز مختصر مدت میں زیادہ سے زیادہ منافع کے لیے مشہور ہیں۔ کم بھوک والے سرمایہ کار جو چاہتے ہیں۔میوچل فنڈز میں سرمایہ کاری کریں۔ قرض فنڈز میں سرمایہ کاری کو ترجیح دینی چاہئے۔ یہ فنڈز ایکویٹیز کے مقابلے میں نسبتاً کم غیر مستحکم ہیں۔ ڈیبٹ فنڈز جیسے مائع، الٹرا شارٹ ٹرم، شارٹ ٹرم قلیل مدتی سرمایہ کاری کے لیے ایک اچھا آپشن ہے۔ طویل مدتی قرض کے فنڈز خطرناک ہوتے ہیں اور ان سیکیورٹیز کی میچورٹی 5-7 سال تک ہوسکتی ہے، بعض صورتوں میں 10 سال یا اس سے زیادہ تک۔ قرض فنڈز کے زمرے درج ذیل ہیں، ان کے سب سے زیادہ منافع کے ساتھ۔
1 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 لیکوڈ فنڈز
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Liquid Fund Growth ₹2,454.04
↑ 0.35 ₹503 0.5 1.7 3.4 6.6 6.66% 1M 7D 1M 10D BOI AXA Liquid Fund Growth ₹3,255.53
↑ 0.19 ₹1,825 0.5 1.6 3.2 6.5 6.6 6.26% 1M 13D 1M 13D Axis Liquid Fund Growth ₹3,147.44
↑ 0.18 ₹63,343 0.5 1.6 3.2 6.5 6.6 6.37% 1M 12D 1M 12D Edelweiss Liquid Fund Growth ₹3,614.51
↑ 0.16 ₹13,272 0.5 1.6 3.2 6.5 6.5 6.26% 1M 8D 1M 8D DSP Liquidity Fund Growth ₹4,034.19
↑ 0.19 ₹29,172 0.5 1.6 3.2 6.5 6.5 6.38% 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Liquid Fund BOI AXA Liquid Fund Axis Liquid Fund Edelweiss Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Bottom quartile AUM (₹1,825 Cr). Highest AUM (₹63,343 Cr). Lower mid AUM (₹13,272 Cr). Upper mid AUM (₹29,172 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.55% (top quartile). 1Y return: 6.50% (upper mid). 1Y return: 6.49% (lower mid). 1Y return: 6.48% (bottom quartile). 1Y return: 6.47% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.49% (upper mid). 1M return: 0.48% (bottom quartile). 1M return: 0.48% (lower mid). 1M return: 0.48% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 3.25 (top quartile). Sharpe: 3.01 (upper mid). Sharpe: 2.92 (bottom quartile). Sharpe: 2.94 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 2.38 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.37% (lower mid). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.38% (upper mid). Point 10 Modified duration: 0.10 yrs (top quartile). Modified duration: 0.12 yrs (bottom quartile). Modified duration: 0.12 yrs (lower mid). Modified duration: 0.11 yrs (upper mid). Modified duration: 0.12 yrs (bottom quartile). IDBI Liquid Fund
BOI AXA Liquid Fund
Axis Liquid Fund
Edelweiss Liquid Fund
DSP Liquidity Fund
ٹاپ 5 الٹرا شارٹ ٹرم فنڈز 1 سال کے سب سے زیادہ منافع کے ساتھ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D IDBI Ultra Short Term Fund Growth ₹2,424.68
↑ 0.44 ₹146 1.6 3.4 6.4 4.8 6.83% 2M 10D 2M 23D Aditya Birla Sun Life Savings Fund Growth ₹594.386
↓ -0.05 ₹18,819 1.6 3.3 6.3 7.2 7.4 7.42% 5M 19D 7M 13D ICICI Prudential Ultra Short Term Fund Growth ₹29.9702
↓ 0.00 ₹15,974 1.5 3.2 6.2 7 7.1 7.37% 10M 17D 1Y 3M 18D SBI Magnum Ultra Short Duration Fund Growth ₹6,461.53
↑ 0.51 ₹11,880 1.6 3.1 6.2 6.9 7 7.18% 4M 28D 7M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan IDBI Ultra Short Term Fund Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹146 Cr). Highest AUM (₹18,819 Cr). Upper mid AUM (₹15,974 Cr). Lower mid AUM (₹11,880 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.31% (lower mid). 1Y return: 6.20% (bottom quartile). 1Y return: 6.20% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.52% (upper mid). 1M return: 0.47% (lower mid). 1M return: 0.43% (bottom quartile). 1M return: 0.46% (bottom quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 1.00 (upper mid). Sharpe: 1.00 (lower mid). Sharpe: 0.92 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.83% (bottom quartile). Yield to maturity (debt): 7.42% (top quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.18% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.88 yrs (bottom quartile). Modified duration: 0.41 yrs (lower mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
IDBI Ultra Short Term Fund
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
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3 سال کے سب سے زیادہ ریٹرن کے ساتھ ٹاپ 5 شارٹ ٹرم فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D Bandhan Bond Fund Short Term Plan Growth ₹61.231
↓ -0.03 ₹9,432 0.7 3 5.3 7.2 7.5 7.31% 2Y 9M 29D 5Y 3M 18D Axis Short Term Fund Growth ₹33.0339
↓ -0.02 ₹7,501 0.5 2.5 4.7 7.1 8.1 7.51% 2Y 6M 14D 3Y 7M 13D HDFC Short Term Debt Fund Growth ₹34.1008
↓ -0.03 ₹14,486 0.3 2.4 4.5 7.1 7.8 7.78% 2Y 5M 1D 3Y 3M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Short Term Income Plan - Retail Plan IDBI Short Term Bond Fund Bandhan Bond Fund Short Term Plan Axis Short Term Fund HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹26 Cr). Upper mid AUM (₹9,432 Cr). Lower mid AUM (₹7,501 Cr). Highest AUM (₹14,486 Cr). Point 2 Established history (24+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.21% (upper mid). 1Y return: 5.25% (lower mid). 1Y return: 4.67% (bottom quartile). 1Y return: 4.48% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (upper mid). 1M return: 0.16% (lower mid). 1M return: -0.01% (bottom quartile). 1M return: -0.14% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (upper mid). Sharpe: 0.26 (top quartile). Sharpe: -0.01 (lower mid). Sharpe: -0.04 (bottom quartile). Point 8 Information ratio: -2.42 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.43% (bottom quartile). Yield to maturity (debt): 7.31% (lower mid). Yield to maturity (debt): 7.51% (upper mid). Yield to maturity (debt): 7.78% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.83 yrs (bottom quartile). Modified duration: 2.54 yrs (bottom quartile). Modified duration: 2.42 yrs (lower mid). Franklin India Short Term Income Plan - Retail Plan
IDBI Short Term Bond Fund
Bandhan Bond Fund Short Term Plan
Axis Short Term Fund
HDFC Short Term Debt Fund
3 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 گلٹ فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.5166
↓ 0.00 ₹1,850 -0.8 3.9 6.4 7.6 3.7 7.54% 11Y 4M 24D 28Y 4M 6D Axis Gilt Fund Growth ₹26.3348
↓ -0.05 ₹341 -1.7 1.9 1.9 6.6 5.2 7.25% 8Y 11M 23D 22Y 7M 20D UTI Gilt Fund Growth ₹64.7098
↓ -0.18 ₹420 -1.4 0.4 2.9 6.1 5.1 6.15% 3Y 6Y 10M 20D SBI Magnum Gilt Fund Growth ₹68.0443
↓ -0.02 ₹8,215 -0.6 2.1 2.1 6 4.5 7.38% 6Y 1M 17D 22Y 1M 6D DSP Government Securities Fund Growth ₹97.1194
↓ -0.18 ₹1,213 -2.3 1.8 0 5.9 4.5 7.54% 11Y 2M 26D 29Y 11M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Point 1 Upper mid AUM (₹1,850 Cr). Bottom quartile AUM (₹341 Cr). Bottom quartile AUM (₹420 Cr). Highest AUM (₹8,215 Cr). Lower mid AUM (₹1,213 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.44% (top quartile). 1Y return: 1.91% (bottom quartile). 1Y return: 2.89% (upper mid). 1Y return: 2.12% (lower mid). 1Y return: 0.05% (bottom quartile). Point 6 1M return: 0.21% (top quartile). 1M return: -0.67% (lower mid). 1M return: -1.00% (bottom quartile). 1M return: -0.28% (upper mid). 1M return: -1.22% (bottom quartile). Point 7 Sharpe: 0.66 (top quartile). Sharpe: 0.01 (lower mid). Sharpe: 0.26 (upper mid). Sharpe: -0.20 (bottom quartile). Sharpe: -0.13 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.54% (top quartile). Yield to maturity (debt): 7.25% (bottom quartile). Yield to maturity (debt): 6.15% (bottom quartile). Yield to maturity (debt): 7.38% (lower mid). Yield to maturity (debt): 7.54% (upper mid). Point 10 Modified duration: 11.40 yrs (bottom quartile). Modified duration: 8.98 yrs (lower mid). Modified duration: 3.00 yrs (top quartile). Modified duration: 6.13 yrs (upper mid). Modified duration: 11.24 yrs (bottom quartile). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
UTI Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
3 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 ڈائنامک فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Dynamic Accrual Fund Growth ₹94.788
↑ 0.84 ₹99 2.4 22.4 31.9 11.7 0% 3M 18D IIFL Dynamic Bond Fund Growth ₹23.9537
↓ -0.01 ₹564 -0.7 2 3.8 7.6 8.5 7.36% 4Y 2M 26D 5Y 10M 17D Axis Dynamic Bond Fund Growth ₹31.456
↓ -0.03 ₹993 -0.1 2.9 4.6 7.1 7.1 6.94% 4Y 5M 23D 9Y 5M 1D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹48.9035
↓ -0.05 ₹1,422 -0.1 2.6 3.9 7.1 7 8.29% 5Y 3M 25D 12Y 3M 25D Bandhan Dynamic Bond Fund Growth ₹35.8568
↓ 0.00 ₹1,960 -0.4 3.6 5.7 7.1 3.4 7.5% 10Y 3M 22D 25Y 3M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Dynamic Accrual Fund IIFL Dynamic Bond Fund Axis Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund Bandhan Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹564 Cr). Lower mid AUM (₹993 Cr). Upper mid AUM (₹1,422 Cr). Highest AUM (₹1,960 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (22+ yrs). Established history (17+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 31.90% (top quartile). 1Y return: 3.80% (bottom quartile). 1Y return: 4.59% (lower mid). 1Y return: 3.90% (bottom quartile). 1Y return: 5.74% (upper mid). Point 6 1M return: 1.43% (top quartile). 1M return: -0.88% (bottom quartile). 1M return: -0.19% (bottom quartile). 1M return: -0.16% (lower mid). 1M return: 0.27% (upper mid). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.36 (bottom quartile). Sharpe: 0.39 (lower mid). Sharpe: 0.05 (bottom quartile). Sharpe: 0.54 (upper mid). Point 8 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 7.36% (lower mid). Yield to maturity (debt): 6.94% (bottom quartile). Yield to maturity (debt): 8.29% (top quartile). Yield to maturity (debt): 7.50% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.24 yrs (upper mid). Modified duration: 4.48 yrs (lower mid). Modified duration: 5.32 yrs (bottom quartile). Modified duration: 10.31 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Axis Dynamic Bond Fund
Aditya Birla Sun Life Dynamic Bond Fund
Bandhan Dynamic Bond Fund
سب سے زیادہ ریٹرن 2022 کے ساتھ بہترین ایکویٹی میوچل فنڈز
ایکویٹی فنڈز بنیادی طور پر کمپنیوں کے حصص یا حصص میں سرمایہ کاری کرتے ہیں۔ ایکویٹی فنڈ خریدنا کسی کمپنی کو براہ راست شروع کیے بغیر (چھوٹے تناسب میں) کاروبار کا مالک بننے کے بہترین طریقوں میں سے ایک ہے۔ چونکہ، یہ فنڈز اسٹاک میں سرمایہ کاری کرتے ہیں، اس لیے ان کی نوعیت غیر مستحکم ہوتی ہے۔ لیکن، ان میں طویل مدت میں اعلی منافع فراہم کرنے کی بڑی صلاحیت ہے۔ ایکویٹی فنڈز کی مختلف اقسام ہیں جیسےبڑے کیپ فنڈز,درمیانی ٹوپی اورسمال کیپ فنڈز,متنوع فنڈز,سیکٹر فنڈزوغیرہ۔ سرمایہ کار جو ایکوئٹی میں سرمایہ کاری کرنے کا منصوبہ بنا رہے ہیں ان کے پاس اعلیخطرے کی بھوک اور لمبے عرصے تک، مثالی طور پر 5-10 سال اور اس سے زیادہ کے لیے سرمایہ کاری کی جانی چاہیے۔ درج ذیل ہیں۔بہترین ایکویٹی میوچل فنڈز سب سے زیادہ منافع کے ساتھ.
5 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 لارج کیپ فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03 ₹51 -5.7 -7.3 5.9 13.8 10.5 Nippon India Large Cap Fund Growth ₹84.9329
↓ -0.24 ₹54,134 -5.4 -2.6 -7.5 8.8 10.3 9.2 Taurus Largecap Equity Fund Growth ₹166.85
↓ -0.59 ₹60 4.9 9 5.9 12.8 9.5 5.3 JM Core 11 Fund Growth ₹19.2456
↓ -0.11 ₹293 -4.7 4.2 -4.9 9 9.4 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Baroda Pioneer Large Cap Fund Nippon India Large Cap Fund Taurus Largecap Equity Fund JM Core 11 Fund Point 1 Upper mid AUM (₹655 Cr). Bottom quartile AUM (₹51 Cr). Highest AUM (₹54,134 Cr). Bottom quartile AUM (₹60 Cr). Lower mid AUM (₹293 Cr). Point 2 Established history (14+ yrs). Established history (16+ yrs). Established history (19+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). 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: 12.61% (top quartile). 5Y return: 10.45% (upper mid). 5Y return: 10.33% (lower mid). 5Y return: 9.45% (bottom quartile). 5Y return: 9.38% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 13.75% (upper mid). 3Y return: 8.82% (bottom quartile). 3Y return: 12.81% (lower mid). 3Y return: 8.99% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 5.94% (upper mid). 1Y return: -7.54% (bottom quartile). 1Y return: 5.87% (lower mid). 1Y return: -4.89% (bottom quartile). Point 8 Alpha: 2.11 (lower mid). Alpha: -3.15 (bottom quartile). Alpha: -1.78 (bottom quartile). Alpha: 8.20 (top quartile). Alpha: 2.82 (upper mid). Point 9 Sharpe: 1.09 (upper mid). Sharpe: 1.53 (top quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.36 (lower mid). Sharpe: 0.17 (bottom quartile). Point 10 Information ratio: 0.14 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.46 (upper mid). Information ratio: 0.70 (top quartile). Information ratio: 0.08 (bottom quartile). IDBI India Top 100 Equity Fund
Baroda Pioneer Large Cap Fund
Nippon India Large Cap Fund
Taurus Largecap Equity Fund
JM Core 11 Fund
5 سال کے سب سے زیادہ منافع کے ساتھ ٹاپ 5 مڈ اینڈ سمال کیپ فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹100.053
↓ -0.76 ₹42,852 1.6 12.2 -2.8 16.7 18.1 -12.1 Nippon India Small Cap Fund Growth ₹181.063
↑ 0.70 ₹82,580 -0.9 12.2 7.1 13.3 16.1 -4.7 Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15 ₹97 -8.1 0.1 26.2 22.5 15.9 Invesco India Mid Cap Fund Growth ₹186.89
↓ -1.77 ₹14,721 -5.5 9.9 2.7 20.3 15.8 6.3 HDFC Mid-Cap Opportunities Fund Growth ₹199.098
↓ -0.36 ₹108,325 -4.6 3.3 1.4 14.7 15.7 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund Baroda Pioneer Mid-Cap Fund Invesco India Mid Cap Fund HDFC Mid-Cap Opportunities Fund Point 1 Lower mid AUM (₹42,852 Cr). Upper mid AUM (₹82,580 Cr). Bottom quartile AUM (₹97 Cr). Bottom quartile AUM (₹14,721 Cr). Highest AUM (₹108,325 Cr). Point 2 Established history (12+ yrs). Established history (16+ yrs). Established history (16+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.09% (top quartile). 5Y return: 16.09% (upper mid). 5Y return: 15.89% (lower mid). 5Y return: 15.75% (bottom quartile). 5Y return: 15.74% (bottom quartile). Point 6 3Y return: 16.69% (lower mid). 3Y return: 13.26% (bottom quartile). 3Y return: 22.51% (top quartile). 3Y return: 20.31% (upper mid). 3Y return: 14.73% (bottom quartile). Point 7 1Y return: -2.76% (bottom quartile). 1Y return: 7.14% (upper mid). 1Y return: 26.24% (top quartile). 1Y return: 2.71% (lower mid). 1Y return: 1.38% (bottom quartile). Point 8 Alpha: -7.99 (bottom quartile). Alpha: 1.64 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.08 (upper mid). Point 9 Sharpe: 0.06 (bottom quartile). Sharpe: 0.44 (lower mid). Sharpe: 3.23 (top quartile). Sharpe: 0.29 (bottom quartile). Sharpe: 0.49 (upper mid). Point 10 Information ratio: 0.16 (top quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.16 (upper mid). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
Baroda Pioneer Mid-Cap Fund
Invesco India Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
ٹاپ 5 ڈائیورسیفائیڈ فنڈز یا ملٹی کیپ فنڈز 5 سال کے سب سے زیادہ منافع کے ساتھ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Equity Fund Growth ₹1,955.05
↓ -11.29 ₹113,607 -3.5 0.7 -3.9 13.8 14 11.4 Nippon India Multi Cap Fund Growth ₹287.008
↓ -0.24 ₹56,298 -5.5 0.2 -4.8 10.8 13.7 4.1 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.26
↓ -0.09 ₹1,402 2.5 14.2 17.4 18.7 12.6 3.5 JM Multicap Fund Growth ₹96.7075
↓ -0.10 ₹5,185 -1.5 7.8 -1.7 11.7 12.5 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Equity Fund Nippon India Multi Cap Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Manufacturing Equity Fund JM Multicap Fund Point 1 Highest AUM (₹113,607 Cr). Upper mid AUM (₹56,298 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,402 Cr). Lower mid AUM (₹5,185 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Not Rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 14.00% (top quartile). 5Y return: 13.70% (upper mid). 5Y return: 13.57% (lower mid). 5Y return: 12.63% (bottom quartile). 5Y return: 12.49% (bottom quartile). Point 6 3Y return: 13.80% (lower mid). 3Y return: 10.83% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 18.70% (top quartile). 3Y return: 11.73% (bottom quartile). Point 7 1Y return: -3.93% (bottom quartile). 1Y return: -4.84% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 17.42% (upper mid). 1Y return: -1.66% (lower mid). Point 8 Alpha: 0.71 (top quartile). Alpha: -4.42 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.14 (bottom quartile). Point 9 Sharpe: 0.11 (lower mid). Sharpe: -0.07 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 1.22 (upper mid). Sharpe: -0.07 (bottom quartile). Point 10 Information ratio: 0.95 (top quartile). Information ratio: -0.13 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.40 (upper mid). HDFC Equity Fund
Nippon India Multi Cap Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Manufacturing Equity Fund
JM Multicap Fund
5 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 سیکٹر فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI PSU Fund Growth ₹32.3998
↑ 0.06 ₹6,703 -6.6 -8 -1.5 17.1 19 11.3 LIC MF Infrastructure Fund Growth ₹52.5433
↓ -0.07 ₹1,174 -4 6.6 5.5 20 18.9 -3.7 DSP India T.I.G.E.R Fund Growth ₹343.112
↑ 0.07 ₹6,325 -5.3 5.5 9.2 17.2 18.4 -2.5 ICICI Prudential Infrastructure Fund Growth ₹190.37
↑ 0.05 ₹8,558 -7 -1 -3.3 14.6 17.9 6.7 BOI AXA Manufacturing and Infrastructure Fund Growth ₹65.32
↑ 0.14 ₹949 -2.1 9.9 13.3 18.9 17.8 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund LIC MF Infrastructure Fund DSP India T.I.G.E.R Fund ICICI Prudential Infrastructure Fund BOI AXA Manufacturing and Infrastructure Fund Point 1 Upper mid AUM (₹6,703 Cr). Bottom quartile AUM (₹1,174 Cr). Lower mid AUM (₹6,325 Cr). Highest AUM (₹8,558 Cr). Bottom quartile AUM (₹949 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 3★ (upper mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 19.00% (top quartile). 5Y return: 18.92% (upper mid). 5Y return: 18.45% (lower mid). 5Y return: 17.89% (bottom quartile). 5Y return: 17.79% (bottom quartile). Point 6 3Y return: 17.08% (bottom quartile). 3Y return: 20.02% (top quartile). 3Y return: 17.20% (lower mid). 3Y return: 14.59% (bottom quartile). 3Y return: 18.89% (upper mid). Point 7 1Y return: -1.45% (bottom quartile). 1Y return: 5.51% (lower mid). 1Y return: 9.19% (upper mid). 1Y return: -3.35% (bottom quartile). 1Y return: 13.34% (top quartile). Point 8 Alpha: -0.10 (bottom quartile). Alpha: 10.92 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.48 (bottom quartile). Sharpe: 0.53 (upper mid). Sharpe: 0.52 (lower mid). Sharpe: 0.17 (bottom quartile). Sharpe: 0.91 (top quartile). Point 10 Information ratio: -0.55 (bottom quartile). Information ratio: 0.47 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). SBI PSU Fund
LIC MF Infrastructure Fund
DSP India T.I.G.E.R Fund
ICICI Prudential Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
سب سے زیادہ منافع 2022 کے ساتھ بہترین ہائبرڈ میوچل فنڈز
ہائبرڈ فنڈز، جسے بھی کہا جاتا ہے۔متوازن فنڈ قرض اور ایکویٹی دونوں کے مجموعہ میں۔ ڈیٹ ہائبرڈ فنڈ میں ڈیٹ سیکیورٹیز میں سرمایہ کاری کا بڑا حصہ ہوسکتا ہے، اور ایکویٹی ہائبرڈ میں ایکویٹی آلات کا بڑا حصہ ہوگا۔ متوازن فنڈز سرمایہ کاروں کو نہ صرف لطف اندوز ہونے دیتے ہیں۔سرمایہ ترقی، بلکہ حاصلمقررہ آمدنی باقاعدگی سے وقفوں پر.
3 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 ہائبرڈ ڈیبٹ فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 ICICI Prudential MIP 25 Growth ₹78.0177
↓ -0.11 ₹3,329 -1.6 1.1 1.3 7.7 7.2 7.9 DSP Regular Savings Fund Growth ₹60.1596
↓ -0.13 ₹179 -1.3 1.5 1.8 7.7 6.5 7.2 SBI Debt Hybrid Fund Growth ₹76.0328
↓ -0.14 ₹10,226 -0.4 2.7 3.6 7.7 7.6 6.7 Nippon India Hybrid Bond Fund Growth ₹61.8508
↓ -0.05 ₹984 0.2 2.4 4.8 7.6 7.2 9.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Baroda Pioneer Conservative Hybrid Fund ICICI Prudential MIP 25 DSP Regular Savings Fund SBI Debt Hybrid Fund Nippon India Hybrid Bond Fund Point 1 Bottom quartile AUM (₹33 Cr). Upper mid AUM (₹3,329 Cr). Bottom quartile AUM (₹179 Cr). Highest AUM (₹10,226 Cr). Lower mid AUM (₹984 Cr). Point 2 Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Oldest track record among peers (25 yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 5Y return: 7.83% (top quartile). 5Y return: 7.17% (bottom quartile). 5Y return: 6.51% (bottom quartile). 5Y return: 7.59% (upper mid). 5Y return: 7.21% (lower mid). Point 6 3Y return: 9.05% (top quartile). 3Y return: 7.68% (upper mid). 3Y return: 7.68% (lower mid). 3Y return: 7.66% (bottom quartile). 3Y return: 7.61% (bottom quartile). Point 7 1Y return: 3.31% (lower mid). 1Y return: 1.33% (bottom quartile). 1Y return: 1.81% (bottom quartile). 1Y return: 3.63% (upper mid). 1Y return: 4.81% (top quartile). Point 8 1M return: -1.08% (bottom quartile). 1M return: -0.64% (lower mid). 1M return: -0.69% (bottom quartile). 1M return: -0.56% (upper mid). 1M return: -0.30% (top quartile). Point 9 Alpha: 0.25 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.72 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.59 (top quartile). Point 10 Sharpe: 0.85 (top quartile). Sharpe: -0.35 (bottom quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.10 (lower mid). Sharpe: 0.42 (upper mid). Baroda Pioneer Conservative Hybrid Fund
ICICI Prudential MIP 25
DSP Regular Savings Fund
SBI Debt Hybrid Fund
Nippon India Hybrid Bond Fund
3 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 ہائبرڈ ایکویٹی فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.63
↓ -0.11 ₹2,051 1.7 12 12.4 14.9 12.4 -0.9 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Bandhan Hybrid Equity Fund Growth ₹27.02
↓ -0.11 ₹2,410 -2.1 3.9 2 12.1 8.8 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Bandhan Hybrid Equity Fund Point 1 Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹2,051 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹2,410 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Not Rated. Top rated. Not Rated. 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: 14.20% (top quartile). 5Y return: 12.38% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 8.82% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.91% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 12.12% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.44% (lower mid). 1Y return: 12.06% (bottom quartile). 1Y return: 14.82% (upper mid). 1Y return: 2.05% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: -1.38% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -2.45% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 6.08 (upper mid). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.71 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.40 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
Bandhan Hybrid Equity Fund
2022 میں 3 سال کے سب سے زیادہ منافع کے ساتھ بہترین گولڈ فنڈز
وہ سرمایہ کار جو میوچل فنڈز کے ذریعے سونے کی نمائش کرنا چاہتے ہیں ترجیح دے سکتے ہیں۔سونے میں سرمایہ کاری کرنا فنڈز گولڈ میوچل فنڈز سونے میں سرمایہ کاری کرتے ہیں۔ETFs (متبادل تجارت شدہ فنڈز)۔ جسمانی سونے کے برعکس، وہ خریدنا اور چھڑانا آسان ہے۔ گزشتہ 3 سالوں میں سب سے زیادہ منافع کے ساتھ گولڈ فنڈز درج ذیل ہیں۔
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Gold Fund Growth ₹42.1627
↓ -0.44 ₹17,647 3.4 -2.4 17.6 34.4 24 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹44.5181
↓ -0.51 ₹7,149 3.4 -2.5 17.7 34.4 23.8 72 Aditya Birla Sun Life Gold Fund Growth ₹41.9164
↓ -0.40 ₹1,843 3.4 -2.2 17.3 34.3 23.9 72 Nippon India Gold Savings Fund Growth ₹55.0352
↓ -0.59 ₹7,602 3.4 -2.3 17.5 34.2 23.8 71.2 HDFC Gold Fund Growth ₹43.012
↓ -0.42 ₹12,359 3.5 -2.4 17.5 34.1 23.8 71.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Aditya Birla Sun Life Gold Fund Nippon India Gold Savings Fund HDFC Gold Fund Point 1 Highest AUM (₹17,647 Cr). Bottom quartile AUM (₹7,149 Cr). Bottom quartile AUM (₹1,843 Cr). Lower mid AUM (₹7,602 Cr). Upper mid AUM (₹12,359 Cr). Point 2 Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (14+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.02% (top quartile). 5Y return: 23.81% (bottom quartile). 5Y return: 23.86% (upper mid). 5Y return: 23.76% (bottom quartile). 5Y return: 23.84% (lower mid). Point 6 3Y return: 34.42% (top quartile). 3Y return: 34.39% (upper mid). 3Y return: 34.34% (lower mid). 3Y return: 34.24% (bottom quartile). 3Y return: 34.09% (bottom quartile). Point 7 1Y return: 17.58% (upper mid). 1Y return: 17.65% (top quartile). 1Y return: 17.32% (bottom quartile). 1Y return: 17.49% (bottom quartile). 1Y return: 17.51% (lower mid). Point 8 1M return: -3.30% (upper mid). 1M return: -3.28% (top quartile). 1M return: -3.31% (lower mid). 1M return: -3.31% (bottom quartile). 1M return: -3.35% (bottom quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 1.38 (top quartile). Sharpe: 1.30 (lower mid). Sharpe: 1.28 (bottom quartile). Sharpe: 1.27 (bottom quartile). Sharpe: 1.38 (upper mid). SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Aditya Birla Sun Life Gold Fund
Nippon India Gold Savings Fund
HDFC Gold Fund
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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