+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 (%) 2024 (%) 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 ₹3,142.16
↑ 0.64 ₹1,915 0.5 1.5 3 6.2 6.6 6.34% 1M 17D 1M 17D Axis Liquid Fund Growth ₹3,037.01
↑ 0.60 ₹43,636 0.5 1.5 3 6.2 6.6 6.36% 1M 11D 1M 14D Edelweiss Liquid Fund Growth ₹3,487.67
↑ 0.68 ₹10,631 0.5 1.4 2.9 6.2 6.5 6.04% 1M 6D 1M 6D DSP Liquidity Fund Growth ₹3,894.17
↑ 0.76 ₹21,058 0.5 1.5 3 6.2 6.5 6.44% 1M 13D 1M 17D 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 (₹1,915 Cr). Highest AUM (₹43,636 Cr). Lower mid AUM (₹10,631 Cr). Upper mid AUM (₹21,058 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (18+ 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: 6.23% (upper mid). 1Y return: 6.17% (lower mid). 1Y return: 6.17% (bottom quartile). 1Y return: 6.17% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.52% (upper mid). 1M return: 0.51% (bottom quartile). 1M return: 0.50% (bottom quartile). 1M return: 0.52% (lower mid). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 3.36 (top quartile). Sharpe: 2.99 (lower mid). Sharpe: 3.00 (upper mid). Sharpe: 2.91 (bottom quartile). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 1.71 (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): 6.34% (bottom quartile). Yield to maturity (debt): 6.36% (lower mid). Yield to maturity (debt): 6.04% (bottom quartile). Yield to maturity (debt): 6.44% (upper mid). Point 10 Modified duration: 0.10 yrs (upper mid). Modified duration: 0.13 yrs (bottom quartile). Modified duration: 0.12 yrs (lower mid). Modified duration: 0.10 yrs (top quartile). 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 (%) 2024 (%) 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 Aditya Birla Sun Life Savings Fund Growth ₹573.63
↑ 0.12 ₹21,467 1.3 2.9 6.8 7.3 7.4 7.14% 5M 23D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹28.9546
↑ 0.01 ₹14,897 1.3 2.8 6.5 7 7.1 7.11% 5M 8D 6M 14D SBI Magnum Ultra Short Duration Fund Growth ₹6,242.09
↑ 1.29 ₹13,685 1.3 2.8 6.4 7 7 6.47% 4M 13D 6M 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 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 Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund IDBI Ultra Short Term Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹21,467 Cr). Upper mid AUM (₹14,897 Cr). Lower mid AUM (₹13,685 Cr). Bottom quartile AUM (₹146 Cr). Point 2 Established history (18+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (15+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderately Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.76% (upper mid). 1Y return: 6.55% (lower mid). 1Y return: 6.42% (bottom quartile). 1Y return: 6.39% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.44% (bottom quartile). 1M return: 0.48% (lower mid). 1M return: 0.46% (bottom quartile). 1M return: 0.52% (upper mid). Point 7 Sharpe: 2.57 (top quartile). Sharpe: 2.39 (upper mid). Sharpe: 2.28 (lower mid). Sharpe: 2.26 (bottom quartile). Sharpe: -0.57 (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): 7.14% (top quartile). Yield to maturity (debt): 7.11% (upper mid). Yield to maturity (debt): 6.47% (bottom quartile). Yield to maturity (debt): 6.83% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.48 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.37 yrs (lower mid). Modified duration: 0.19 yrs (upper mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
IDBI Ultra Short Term 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 (%) 2024 (%) 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% HDFC Short Term Debt Fund Growth ₹33.2125
↑ 0.01 ₹17,271 0.6 2.1 6.1 7.4 7.8 7.25% 2Y 4M 2D 3Y 5M 8D ICICI Prudential Short Term Fund Growth ₹62.484
↑ 0.01 ₹21,510 0.6 2.2 6.2 7.3 8 7.41% 2Y 8M 23D 4Y 6M 11D IDBI Short Term Bond Fund Growth ₹23.8418
↓ 0.00 ₹26 1.4 3.2 6.2 7.2 6.43% 3M 3M 14D Axis Short Term Fund Growth ₹32.0529
↑ 0.01 ₹11,860 0.5 2 6.1 7.2 8.1 7.22% 2Y 2M 1D 2Y 9M 7D 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 HDFC Short Term Debt Fund ICICI Prudential Short Term Fund IDBI Short Term Bond Fund Axis Short Term Fund Point 1 Bottom quartile AUM (₹13 Cr). Upper mid AUM (₹17,271 Cr). Highest AUM (₹21,510 Cr). Bottom quartile AUM (₹26 Cr). Lower mid AUM (₹11,860 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (15+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 1Y return: 192.10% (top quartile). 1Y return: 6.08% (bottom quartile). 1Y return: 6.22% (upper mid). 1Y return: 6.21% (lower mid). 1Y return: 6.14% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: -0.16% (lower mid). 1M return: -0.21% (bottom quartile). 1M return: 0.43% (upper mid). 1M return: -0.32% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 1.08 (lower mid). Sharpe: 1.37 (top quartile). Sharpe: 0.10 (bottom quartile). Sharpe: 1.22 (upper mid). 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): 7.25% (upper mid). Yield to maturity (debt): 7.41% (top quartile). Yield to maturity (debt): 6.43% (bottom quartile). Yield to maturity (debt): 7.22% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.34 yrs (bottom quartile). Modified duration: 2.73 yrs (bottom quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.17 yrs (lower mid). Franklin India Short Term Income Plan - Retail Plan
HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
IDBI Short Term Bond Fund
Axis Short Term 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 (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹103.471
↑ 0.02 ₹9,216 -1.2 -0.1 2.6 6.6 6.8 7.39% 8Y 11M 26D 20Y 8M 19D Axis Gilt Fund Growth ₹25.5732
↑ 0.00 ₹588 -1 0 1.2 6.5 5.2 7.11% 8Y 3M 11D 18Y 7M 17D UTI Gilt Fund Growth ₹63.7275
↑ 0.01 ₹528 0.4 1.7 2.7 6.4 5.1 6.71% 6Y 8M 23D 15Y 2M 16D Bandhan Government Securities Fund - Investment Plan Growth ₹35.5456
↑ 0.01 ₹1,949 0.4 1.6 1.3 6.4 3.7 5.77% 1Y 2M 19D 2Y 2M 16D SBI Magnum Gilt Fund Growth ₹66.1654
↑ 0.01 ₹9,992 -0.4 0.3 1.3 6.3 4.5 6.6% 5Y 2M 5D 13Y 9M 25D 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 ICICI Prudential Gilt Fund Axis Gilt Fund UTI Gilt Fund Bandhan Government Securities Fund - Investment Plan SBI Magnum Gilt Fund Point 1 Upper mid AUM (₹9,216 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹528 Cr). Lower mid AUM (₹1,949 Cr). Highest AUM (₹9,992 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (17+ yrs). Established history (25+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 2.65% (upper mid). 1Y return: 1.21% (bottom quartile). 1Y return: 2.67% (top quartile). 1Y return: 1.34% (lower mid). 1Y return: 1.28% (bottom quartile). Point 6 1M return: -2.09% (bottom quartile). 1M return: -1.96% (bottom quartile). 1M return: -0.96% (upper mid). 1M return: -0.39% (top quartile). 1M return: -1.19% (lower mid). Point 7 Sharpe: 0.31 (top quartile). Sharpe: 0.05 (lower mid). Sharpe: 0.07 (upper mid). Sharpe: -0.15 (bottom quartile). Sharpe: -0.15 (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): 7.39% (top quartile). Yield to maturity (debt): 7.11% (upper mid). Yield to maturity (debt): 6.71% (lower mid). Yield to maturity (debt): 5.77% (bottom quartile). Yield to maturity (debt): 6.60% (bottom quartile). Point 10 Modified duration: 8.99 yrs (bottom quartile). Modified duration: 8.28 yrs (bottom quartile). Modified duration: 6.73 yrs (lower mid). Modified duration: 1.22 yrs (top quartile). Modified duration: 5.18 yrs (upper mid). ICICI Prudential Gilt Fund
Axis Gilt Fund
UTI Gilt Fund
Bandhan Government Securities Fund - Investment Plan
SBI Magnum Gilt 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 (%) 2024 (%) 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 ₹23.2415
↑ 0.00 ₹626 -0.3 1.2 5.5 7.7 8.5 7.3% 4Y 6M 16D 6Y 4M 13D Nippon India Dynamic Bond Fund Growth ₹38.2432
↑ 0.01 ₹4,084 0.4 1.7 5 7.2 7.1 6.82% 3Y 7M 6D 4Y 3M 29D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹47.3928
↑ 0.01 ₹1,886 0.1 1.4 4.2 7 7 7.56% 4Y 3M 25D 7Y 8M 8D ICICI Prudential Long Term Plan Growth ₹37.7484
↑ 0.01 ₹14,507 -0.3 1 4.2 6.9 7.2 7.74% 6Y 1M 6D 14Y 11D 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 Nippon India Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund ICICI Prudential Long Term Plan Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹626 Cr). Upper mid AUM (₹4,084 Cr). Lower mid AUM (₹1,886 Cr). Highest AUM (₹14,507 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (12+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Not Rated. Rating: 3★ (upper mid). Top rated. 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: 5.46% (upper mid). 1Y return: 4.99% (lower mid). 1Y return: 4.16% (bottom quartile). 1Y return: 4.22% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: -1.21% (bottom quartile). 1M return: -1.05% (lower mid). 1M return: -0.63% (upper mid). 1M return: -1.15% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.90 (upper mid). Sharpe: 0.49 (bottom quartile). Sharpe: 0.41 (bottom quartile). Sharpe: 0.55 (lower 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): 7.30% (lower mid). Yield to maturity (debt): 6.82% (bottom quartile). Yield to maturity (debt): 7.56% (upper mid). Yield to maturity (debt): 7.74% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.54 yrs (bottom quartile). Modified duration: 3.60 yrs (upper mid). Modified duration: 4.32 yrs (lower mid). Modified duration: 6.10 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Nippon India Dynamic Bond Fund
Aditya Birla Sun Life Dynamic Bond Fund
ICICI Prudential Long Term Plan
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 (%) 2024 (%) Nippon India Large Cap Fund Growth ₹82.8154
↑ 1.31 ₹51,404 -12 -9.3 0.5 15.3 15 9.2 ICICI Prudential Bluechip Fund Growth ₹99.87 ₹77,452 -13.5 -9 -3 13.9 13.2 11.3 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 HDFC Top 100 Fund Growth ₹1,032.29
↑ 12.82 ₹40,085 -13.6 -9.2 -5.4 11.4 12.2 7.9 Invesco India Largecap Fund Growth ₹62.45
↑ 1.32 ₹1,702 -12 -9.5 0.6 14 11.8 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund IDBI India Top 100 Equity Fund HDFC Top 100 Fund Invesco India Largecap Fund Point 1 Upper mid AUM (₹51,404 Cr). Highest AUM (₹77,452 Cr). Bottom quartile AUM (₹655 Cr). Lower mid AUM (₹40,085 Cr). Bottom quartile AUM (₹1,702 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (13+ yrs). Oldest track record among peers (29 yrs). Established history (16+ 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: 15.02% (top quartile). 5Y return: 13.24% (upper mid). 5Y return: 12.61% (lower mid). 5Y return: 12.16% (bottom quartile). 5Y return: 11.79% (bottom quartile). Point 6 3Y return: 15.33% (upper mid). 3Y return: 13.93% (bottom quartile). 3Y return: 21.88% (top quartile). 3Y return: 11.43% (bottom quartile). 3Y return: 13.96% (lower mid). Point 7 1Y return: 0.53% (lower mid). 1Y return: -2.96% (bottom quartile). 1Y return: 15.39% (top quartile). 1Y return: -5.42% (bottom quartile). 1Y return: 0.60% (upper mid). Point 8 Alpha: 2.67 (top quartile). Alpha: 0.83 (lower mid). Alpha: 2.11 (upper mid). Alpha: -0.67 (bottom quartile). Alpha: -0.05 (bottom quartile). Point 9 Sharpe: 1.23 (top quartile). Sharpe: 1.07 (lower mid). Sharpe: 1.09 (upper mid). Sharpe: 0.90 (bottom quartile). Sharpe: 0.97 (bottom quartile). Point 10 Information ratio: 1.27 (top quartile). Information ratio: 0.92 (upper mid). Information ratio: 0.14 (bottom quartile). Information ratio: 0.18 (bottom quartile). Information ratio: 0.44 (lower mid). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
IDBI India Top 100 Equity Fund
HDFC Top 100 Fund
Invesco India Largecap 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 (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹83.0014
↑ 2.31 ₹33,689 -16.2 -17 -9.1 18.9 20.4 -12.1 Nippon India Small Cap Fund Growth ₹150.853
↑ 4.22 ₹67,642 -9.2 -9.7 0.9 18.4 20.2 -4.7 HDFC Mid-Cap Opportunities Fund Growth ₹183.289
↑ 3.01 ₹94,257 -11.4 -6.1 3.9 21.8 19.7 6.8 Edelweiss Mid Cap Fund Growth ₹93.546
↑ 1.49 ₹14,355 -10.7 -6.1 5.7 22.5 18.7 3.8 Invesco India Mid Cap Fund Growth ₹160
↑ 3.54 ₹10,772 -13 -10.4 5.4 23.3 18.1 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Point 1 Lower mid AUM (₹33,689 Cr). Upper mid AUM (₹67,642 Cr). Highest AUM (₹94,257 Cr). Bottom quartile AUM (₹14,355 Cr). Bottom quartile AUM (₹10,772 Cr). Point 2 Established history (12+ yrs). Established history (15+ yrs). Oldest track record among peers (18 yrs). Established history (18+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 20.37% (top quartile). 5Y return: 20.20% (upper mid). 5Y return: 19.68% (lower mid). 5Y return: 18.67% (bottom quartile). 5Y return: 18.11% (bottom quartile). Point 6 3Y return: 18.89% (bottom quartile). 3Y return: 18.38% (bottom quartile). 3Y return: 21.81% (lower mid). 3Y return: 22.45% (upper mid). 3Y return: 23.25% (top quartile). Point 7 1Y return: -9.13% (bottom quartile). 1Y return: 0.89% (bottom quartile). 1Y return: 3.90% (lower mid). 1Y return: 5.70% (top quartile). 1Y return: 5.43% (upper mid). Point 8 Alpha: -20.09 (bottom quartile). Alpha: 2.58 (upper mid). Alpha: 3.83 (top quartile). Alpha: 1.12 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.29 (bottom quartile). Sharpe: 0.76 (bottom quartile). Sharpe: 1.65 (top quartile). Sharpe: 1.33 (upper mid). Sharpe: 1.21 (lower mid). Point 10 Information ratio: -0.36 (bottom quartile). Information ratio: -0.10 (bottom quartile). Information ratio: 0.45 (top quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.00 (lower mid). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap 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 (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹270.79
↑ 5.36 ₹50,820 -10 -9.4 1.7 18.5 18.8 4.1 HDFC Equity Fund Growth ₹1,844.37
↑ 26.78 ₹100,455 -12.3 -9.3 -1.6 17.5 17.9 11.4 Mahindra Badhat Yojana Growth ₹32.8852
↑ 0.64 ₹6,174 -9 -5.4 4 17.8 16 3.4 Parag Parikh Long Term Equity Fund Growth ₹78.2643
↑ 0.38 ₹134,253 -10 -7.7 -1.3 16.8 15.4 7.8 ICICI Prudential Multicap Fund Growth ₹714.74
↓ -0.04 ₹16,315 -11.3 -8 -2.6 16.3 14.9 5.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana Parag Parikh Long Term Equity Fund ICICI Prudential Multicap Fund Point 1 Lower mid AUM (₹50,820 Cr). Upper mid AUM (₹100,455 Cr). Bottom quartile AUM (₹6,174 Cr). Highest AUM (₹134,253 Cr). Bottom quartile AUM (₹16,315 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (12+ yrs). Established history (31+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). 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: 18.82% (top quartile). 5Y return: 17.91% (upper mid). 5Y return: 16.00% (lower mid). 5Y return: 15.36% (bottom quartile). 5Y return: 14.86% (bottom quartile). Point 6 3Y return: 18.46% (top quartile). 3Y return: 17.46% (lower mid). 3Y return: 17.82% (upper mid). 3Y return: 16.81% (bottom quartile). 3Y return: 16.31% (bottom quartile). Point 7 1Y return: 1.75% (upper mid). 1Y return: -1.55% (bottom quartile). 1Y return: 4.00% (top quartile). 1Y return: -1.32% (lower mid). 1Y return: -2.63% (bottom quartile). Point 8 Alpha: 1.47 (lower mid). Alpha: 4.33 (top quartile). Alpha: 2.49 (upper mid). Alpha: -2.18 (bottom quartile). Alpha: 1.34 (bottom quartile). Point 9 Sharpe: 1.02 (bottom quartile). Sharpe: 1.50 (top quartile). Sharpe: 1.15 (upper mid). Sharpe: 0.56 (bottom quartile). Sharpe: 1.05 (lower mid). Point 10 Information ratio: 0.52 (upper mid). Information ratio: 1.20 (top quartile). Information ratio: 0.39 (lower mid). Information ratio: 0.34 (bottom quartile). Information ratio: 0.21 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
Parag Parikh Long Term Equity Fund
ICICI Prudential 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 (%) 2024 (%) SBI PSU Fund Growth ₹32.6872
↓ 0.00 ₹6,545 -3.6 1.2 9.3 29.4 25.3 11.3 ICICI Prudential Infrastructure Fund Growth ₹175.88
↓ -0.01 ₹8,098 -11.1 -9.1 -1.4 20.3 23.6 6.7 Invesco India PSU Equity Fund Growth ₹62.16
↑ 2.23 ₹1,511 -6.3 -2.8 8.6 27.5 23.2 10.3 DSP India T.I.G.E.R Fund Growth ₹303.699
↑ 5.66 ₹5,460 -3.5 -2.5 7.2 23.6 22.1 -2.5 Nippon India Power and Infra Fund Growth ₹331.495
↑ 7.65 ₹7,128 -4.7 -4.1 5.1 23.7 21.9 -0.5 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 SBI PSU Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund DSP India T.I.G.E.R Fund Nippon India Power and Infra Fund Point 1 Lower mid AUM (₹6,545 Cr). Highest AUM (₹8,098 Cr). Bottom quartile AUM (₹1,511 Cr). Bottom quartile AUM (₹5,460 Cr). Upper mid AUM (₹7,128 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 25.34% (top quartile). 5Y return: 23.56% (upper mid). 5Y return: 23.19% (lower mid). 5Y return: 22.09% (bottom quartile). 5Y return: 21.94% (bottom quartile). Point 6 3Y return: 29.38% (top quartile). 3Y return: 20.28% (bottom quartile). 3Y return: 27.51% (upper mid). 3Y return: 23.57% (bottom quartile). 3Y return: 23.72% (lower mid). Point 7 1Y return: 9.33% (top quartile). 1Y return: -1.41% (bottom quartile). 1Y return: 8.60% (upper mid). 1Y return: 7.19% (lower mid). 1Y return: 5.12% (bottom quartile). Point 8 Alpha: 0.92 (top quartile). Alpha: 0.00 (lower mid). Alpha: -6.26 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.23 (upper mid). Point 9 Sharpe: 1.90 (top quartile). Sharpe: 1.03 (bottom quartile). Sharpe: 1.47 (upper mid). Sharpe: 1.34 (lower mid). Sharpe: 1.10 (bottom quartile). Point 10 Information ratio: -0.27 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.78 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.34 (top quartile). SBI PSU Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
DSP India T.I.G.E.R Fund
Nippon India Power and Infra 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 (%) 2024 (%) ICICI Prudential MIP 25 Growth ₹75.7357
↑ 0.01 ₹3,271 -2.8 -1.1 4 9.1 8.2 7.9 Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 SBI Debt Hybrid Fund Growth ₹72.611
↑ 0.01 ₹9,686 -2.3 -0.7 3.7 9 8.6 6.7 DSP Regular Savings Fund Growth ₹58.2262
↑ 0.01 ₹184 -3.1 -1 1.7 8.7 7.2 7.2 Kotak Debt Hybrid Fund Growth ₹57.2526
↑ 0.01 ₹3,031 -4 -2 0.7 8.6 8.2 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 5 Funds showcased
Commentary ICICI Prudential MIP 25 Baroda Pioneer Conservative Hybrid Fund SBI Debt Hybrid Fund DSP Regular Savings Fund Kotak Debt Hybrid Fund Point 1 Upper mid AUM (₹3,271 Cr). Bottom quartile AUM (₹33 Cr). Highest AUM (₹9,686 Cr). Bottom quartile AUM (₹184 Cr). Lower mid AUM (₹3,031 Cr). Point 2 Established history (22+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 8.20% (lower mid). 5Y return: 7.83% (bottom quartile). 5Y return: 8.64% (top quartile). 5Y return: 7.16% (bottom quartile). 5Y return: 8.22% (upper mid). Point 6 3Y return: 9.11% (top quartile). 3Y return: 9.05% (upper mid). 3Y return: 8.96% (lower mid). 3Y return: 8.71% (bottom quartile). 3Y return: 8.62% (bottom quartile). Point 7 1Y return: 4.03% (top quartile). 1Y return: 3.31% (lower mid). 1Y return: 3.74% (upper mid). 1Y return: 1.75% (bottom quartile). 1Y return: 0.74% (bottom quartile). Point 8 1M return: -2.40% (upper mid). 1M return: -1.08% (top quartile). 1M return: -2.80% (lower mid). 1M return: -2.86% (bottom quartile). 1M return: -3.83% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.25 (top quartile). Alpha: 0.00 (lower mid). Alpha: -0.12 (bottom quartile). Alpha: -0.90 (bottom quartile). Point 10 Sharpe: 1.14 (top quartile). Sharpe: 0.85 (lower mid). Sharpe: 1.04 (upper mid). Sharpe: 0.62 (bottom quartile). Sharpe: 0.50 (bottom quartile). ICICI Prudential MIP 25
Baroda Pioneer Conservative Hybrid Fund
SBI Debt Hybrid Fund
DSP Regular Savings Fund
Kotak Debt Hybrid 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 (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹36.42
↑ 0.84 ₹1,360 -5.7 -3.5 5.1 17.7 15.9 -0.9 ICICI Prudential Equity and Debt Fund Growth ₹375.05 ₹50,205 -8.8 -5.5 1.7 16.3 17.2 13.3 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 JM Equity Hybrid Fund Growth ₹107.338
↑ 1.64 ₹735 -10.3 -10.2 -4.2 14.7 12.6 -3.1 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund Sundaram Equity Hybrid Fund JM Equity Hybrid Fund IDBI Hybrid Equity Fund Point 1 Lower mid AUM (₹1,360 Cr). Highest AUM (₹50,205 Cr). Upper mid AUM (₹1,954 Cr). Bottom quartile AUM (₹735 Cr). Bottom quartile AUM (₹179 Cr). Point 2 Established history (9+ yrs). Established history (26+ yrs). Established history (25+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (upper mid). Rating: 1★ (lower mid). 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: 15.93% (upper mid). 5Y return: 17.19% (top quartile). 5Y return: 14.20% (lower mid). 5Y return: 12.64% (bottom quartile). 5Y return: 7.09% (bottom quartile). Point 6 3Y return: 17.66% (top quartile). 3Y return: 16.25% (upper mid). 3Y return: 16.03% (lower mid). 3Y return: 14.74% (bottom quartile). 3Y return: 14.43% (bottom quartile). Point 7 1Y return: 5.14% (lower mid). 1Y return: 1.73% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: -4.18% (bottom quartile). 1Y return: 12.06% (upper mid). Point 8 1M return: -4.96% (lower mid). 1M return: -7.86% (bottom quartile). 1M return: 1.80% (upper mid). 1M return: -7.84% (bottom quartile). 1M return: 2.10% (top quartile). Point 9 Alpha: 0.00 (lower mid). Alpha: 3.49 (upper mid). Alpha: 5.81 (top quartile). Alpha: -6.31 (bottom quartile). Alpha: -0.26 (bottom quartile). Point 10 Sharpe: 1.04 (lower mid). Sharpe: 1.45 (upper mid). Sharpe: 2.64 (top quartile). Sharpe: 0.19 (bottom quartile). Sharpe: 1.03 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Sundaram Equity Hybrid Fund
JM Equity Hybrid Fund
IDBI 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 (%) 2024 (%) Aditya Birla Sun Life Gold Fund Growth ₹42.9831
↑ 0.78 ₹1,782 11 24.5 60 33.8 25.2 72 Axis Gold Fund Growth ₹43.3091
↑ 1.06 ₹2,998 11.9 25.4 60.5 33.8 25.5 69.8 HDFC Gold Fund Growth ₹44.3187
↑ 0.89 ₹11,766 11.4 25.9 60.7 33.7 25.4 71.3 Nippon India Gold Savings Fund Growth ₹56.7879
↑ 1.00 ₹7,223 11.5 26.1 60.1 33.7 25.4 71.2 Kotak Gold Fund Growth ₹56.9215
↑ 0.98 ₹6,866 11.5 25.9 60.5 33.6 25.5 70.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Gold Fund Axis Gold Fund HDFC Gold Fund Nippon India Gold Savings Fund Kotak Gold Fund Point 1 Bottom quartile AUM (₹1,782 Cr). Bottom quartile AUM (₹2,998 Cr). Highest AUM (₹11,766 Cr). Upper mid AUM (₹7,223 Cr). Lower mid AUM (₹6,866 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 2★ (upper 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: 25.22% (bottom quartile). 5Y return: 25.46% (upper mid). 5Y return: 25.41% (lower mid). 5Y return: 25.36% (bottom quartile). 5Y return: 25.47% (top quartile). Point 6 3Y return: 33.83% (top quartile). 3Y return: 33.76% (upper mid). 3Y return: 33.73% (lower mid). 3Y return: 33.69% (bottom quartile). 3Y return: 33.59% (bottom quartile). Point 7 1Y return: 60.01% (bottom quartile). 1Y return: 60.52% (upper mid). 1Y return: 60.68% (top quartile). 1Y return: 60.15% (bottom quartile). 1Y return: 60.49% (lower mid). Point 8 1M return: -6.60% (bottom quartile). 1M return: -6.16% (top quartile). 1M return: -6.45% (lower mid). 1M return: -6.29% (upper mid). 1M return: -6.46% (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: 2.57 (bottom quartile). Sharpe: 3.39 (upper mid). Sharpe: 3.01 (lower mid). Sharpe: 2.55 (bottom quartile). Sharpe: 3.49 (top quartile). Aditya Birla Sun Life Gold Fund
Axis Gold Fund
HDFC Gold Fund
Nippon India Gold Savings Fund
Kotak 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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