+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 Axis Liquid Fund Growth ₹3,158.58
↑ 0.70 ₹53,470 0.5 1.5 3.2 6.5 6.6 6.37% 1M 19D 1M 19D BOI AXA Liquid Fund Growth ₹3,267.06
↑ 0.61 ₹1,874 0.5 1.5 3.2 6.5 6.6 6.09% 1M 17D 1M 17D Edelweiss Liquid Fund Growth ₹3,627.2
↑ 0.80 ₹11,741 0.5 1.5 3.2 6.5 6.5 6.52% 2M 1D 2M 1D DSP Liquidity Fund Growth ₹4,048.29
↑ 0.91 ₹24,726 0.5 1.5 3.2 6.4 6.5 6.24% 1M 2D 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 Axis Liquid Fund BOI AXA Liquid Fund Edelweiss Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Highest AUM (₹53,470 Cr). Bottom quartile AUM (₹1,874 Cr). Lower mid AUM (₹11,741 Cr). Upper mid AUM (₹24,726 Cr). Point 2 Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (19+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). 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: 6.48% (upper mid). 1Y return: 6.48% (lower mid). 1Y return: 6.46% (bottom quartile). 1Y return: 6.45% (bottom quartile). Point 6 1M return: 0.53% (top quartile). 1M return: 0.48% (lower mid). 1M return: 0.49% (upper mid). 1M return: 0.48% (bottom quartile). 1M return: 0.48% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 3.18 (upper mid). Sharpe: 3.52 (top quartile). Sharpe: 3.04 (bottom quartile). Sharpe: 3.10 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 2.55 (top quartile). 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): 6.37% (lower mid). Yield to maturity (debt): 6.09% (bottom quartile). Yield to maturity (debt): 6.52% (upper mid). Yield to maturity (debt): 6.24% (bottom quartile). Point 10 Modified duration: 0.10 yrs (upper mid). Modified duration: 0.14 yrs (bottom quartile). Modified duration: 0.13 yrs (lower mid). Modified duration: 0.17 yrs (bottom quartile). Modified duration: 0.09 yrs (top quartile). IDBI Liquid Fund
Axis Liquid Fund
BOI AXA 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 ₹596.031
↑ 0.09 ₹16,279 1.4 3.2 6.2 7.2 7.4 7.61% 6M 7D 7M 13D SBI Magnum Ultra Short Duration Fund Growth ₹6,481.9
↑ 0.94 ₹11,237 1.5 3.2 6.1 6.9 7 7.03% 3M 14D 5M 23D Nippon India Ultra Short Duration Fund Growth ₹4,366.24
↑ 0.77 ₹11,551 1.4 3.1 6.1 6.7 6.8 0.07% 1D 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 SBI Magnum Ultra Short Duration Fund Nippon India Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹146 Cr). Highest AUM (₹16,279 Cr). Lower mid AUM (₹11,237 Cr). Upper mid AUM (₹11,551 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (23+ yrs). Oldest track record among peers (27 yrs). Established history (24+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.15% (lower mid). 1Y return: 6.15% (bottom quartile). 1Y return: 6.10% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.52% (upper mid). 1M return: 0.39% (bottom quartile). 1M return: 0.43% (lower mid). 1M return: 0.39% (bottom quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 0.96 (lower mid). Sharpe: 0.94 (bottom quartile). Sharpe: 0.97 (upper mid). 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% (lower mid). Yield to maturity (debt): 7.61% (top quartile). Yield to maturity (debt): 7.03% (upper mid). Yield to maturity (debt): 0.07% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (lower mid). Modified duration: 0.52 yrs (bottom quartile). Modified duration: 0.29 yrs (bottom quartile). Modified duration: 0.00 yrs (upper mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
IDBI Ultra Short Term Fund
Aditya Birla Sun Life Savings Fund
SBI Magnum Ultra Short Duration Fund
Nippon India 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 Axis Short Term Fund Growth ₹33.2337
↓ -0.01 ₹7,425 0.7 2.8 4.8 7.2 8.1 7.77% 2Y 4D 2Y 6M 14D Bandhan Bond Fund Short Term Plan Growth ₹61.424
↑ 0.00 ₹8,680 0.7 3 5.2 7.1 7.5 7.17% 1Y 18D 1Y 2M 19D HDFC Short Term Debt Fund Growth ₹34.2917
↓ -0.01 ₹14,219 0.4 2.6 4.5 7.1 7.8 7.9% 2Y 3M 2Y 10M 28D 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 Axis Short Term Fund Bandhan Bond Fund Short Term Plan HDFC Short Term Debt Fund Point 1 Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹26 Cr). Lower mid AUM (₹7,425 Cr). Upper mid AUM (₹8,680 Cr). Highest AUM (₹14,219 Cr). Point 2 Established history (24+ yrs). Established history (15+ yrs). Established history (16+ yrs). Oldest track record among peers (25 yrs). Established history (16+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). 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: 4.80% (bottom quartile). 1Y return: 5.17% (lower mid). 1Y return: 4.46% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.43% (lower mid). 1M return: 0.48% (upper mid). 1M return: 0.28% (bottom quartile). 1M return: 0.34% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.10 (top quartile). Sharpe: -0.21 (lower mid). Sharpe: 0.07 (upper mid). Sharpe: -0.27 (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): 7.77% (upper mid). Yield to maturity (debt): 7.17% (lower mid). Yield to maturity (debt): 7.90% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.01 yrs (bottom quartile). Modified duration: 1.05 yrs (lower mid). Modified duration: 2.25 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
IDBI Short Term Bond Fund
Axis Short Term Fund
Bandhan Bond Fund Short Term Plan
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 ₹37.6827
↓ 0.00 ₹1,686 0.5 3.8 6.6 7.6 3.7 5.29% 9M 14D 1Y 9M 25D Axis Gilt Fund Growth ₹26.7809
↓ -0.04 ₹336 0.3 2.7 4.1 6.9 5.2 7.13% 6Y 10M 6D 13Y 6M 22D UTI Gilt Fund Growth ₹65.6953
↓ -0.26 ₹415 -0.3 1.2 3.9 6.4 5.1 7.38% 9Y 1M 28D 28Y 6M 7D ICICI Prudential Gilt Fund Growth ₹107.588
↓ -0.21 ₹9,118 -0.8 2 3.2 6.3 6.8 7.8% 9Y 1M 13D 20Y 9M 4D SBI Magnum Gilt Fund Growth ₹68.7184
↓ -0.07 ₹8,067 0.8 2.6 3.4 6.1 4.5 7.03% 5Y 3M 22D 15Y 5M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan Axis Gilt Fund UTI Gilt Fund ICICI Prudential Gilt Fund SBI Magnum Gilt Fund Point 1 Lower mid AUM (₹1,686 Cr). Bottom quartile AUM (₹336 Cr). Bottom quartile AUM (₹415 Cr). Highest AUM (₹9,118 Cr). Upper mid AUM (₹8,067 Cr). Point 2 Established history (17+ yrs). Established history (14+ yrs). Established history (24+ yrs). Oldest track record among peers (27 yrs). Established history (25+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (upper mid). 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: 6.62% (top quartile). 1Y return: 4.05% (upper mid). 1Y return: 3.92% (lower mid). 1Y return: 3.25% (bottom quartile). 1Y return: 3.42% (bottom quartile). Point 6 1M return: 0.41% (bottom quartile). 1M return: 1.10% (top quartile). 1M return: 0.36% (bottom quartile). 1M return: 0.77% (upper mid). 1M return: 0.67% (lower mid). Point 7 Sharpe: 0.36 (top quartile). Sharpe: -0.41 (lower mid). Sharpe: -0.38 (upper mid). Sharpe: -0.50 (bottom quartile). Sharpe: -0.74 (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): 5.29% (bottom quartile). Yield to maturity (debt): 7.13% (lower mid). Yield to maturity (debt): 7.38% (upper mid). Yield to maturity (debt): 7.80% (top quartile). Yield to maturity (debt): 7.03% (bottom quartile). Point 10 Modified duration: 0.79 yrs (top quartile). Modified duration: 6.85 yrs (lower mid). Modified duration: 9.16 yrs (bottom quartile). Modified duration: 9.12 yrs (bottom quartile). Modified duration: 5.31 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
Axis Gilt Fund
UTI Gilt Fund
ICICI Prudential Gilt Fund
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 (%) 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 ₹24.1579
↓ -0.02 ₹549 -0.5 2.8 4.1 7.7 8.5 7.52% 4Y 2M 15D 5Y 9M 27D Axis Dynamic Bond Fund Growth ₹31.7456
↓ -0.01 ₹969 0.5 3.2 5.3 7.3 7.1 6.8% 2Y 9M 14D 5Y 1M 10D Aditya Birla Sun Life Dynamic Bond Fund Growth ₹49.2852
↓ -0.08 ₹1,370 0.5 3 4.6 7.1 7 8.12% 3Y 22D 6Y 3M 11D Bandhan Dynamic Bond Fund Growth ₹35.9507
↑ 0.00 ₹1,910 0.5 3.5 5.8 6.9 3.4 5.88% 4M 22D 7M 20D 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 (₹549 Cr). Lower mid AUM (₹969 Cr). Upper mid AUM (₹1,370 Cr). Highest AUM (₹1,910 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: 4.08% (bottom quartile). 1Y return: 5.31% (lower mid). 1Y return: 4.62% (bottom quartile). 1Y return: 5.76% (upper mid). Point 6 1M return: 1.43% (top quartile). 1M return: 0.43% (bottom quartile). 1M return: 0.66% (upper mid). 1M return: 0.54% (lower mid). 1M return: 0.30% (bottom quartile). Point 7 Sharpe: 1.19 (top quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 0.12 (lower mid). Sharpe: -0.25 (bottom quartile). Sharpe: 0.21 (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): 7.52% (upper mid). Yield to maturity (debt): 6.80% (lower mid). Yield to maturity (debt): 8.12% (top quartile). Yield to maturity (debt): 5.88% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.21 yrs (bottom quartile). Modified duration: 2.79 yrs (lower mid). Modified duration: 3.06 yrs (bottom quartile). Modified duration: 0.39 yrs (upper mid). 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 Nippon India Large Cap Fund Growth ₹91.2582
↑ 1.33 ₹51,296 -0.3 1.3 -1.6 11.9 12.2 9.2 Taurus Largecap Equity Fund Growth ₹178.53
↑ 2.23 ₹62 5.6 12.8 10.8 15.9 11.2 5.3 ICICI Prudential Bluechip Fund Growth ₹110.87
↑ 1.87 ₹76,352 0.3 2.4 -1.7 11.9 10.7 11.3 JM Core 11 Fund Growth ₹20.2204
↓ -0.03 ₹274 -2.6 2.8 -0.6 11.2 10.5 -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 Nippon India Large Cap Fund Taurus Largecap Equity Fund ICICI Prudential Bluechip Fund JM Core 11 Fund Point 1 Lower mid AUM (₹655 Cr). Upper mid AUM (₹51,296 Cr). Bottom quartile AUM (₹62 Cr). Highest AUM (₹76,352 Cr). Bottom quartile AUM (₹274 Cr). Point 2 Established history (14+ yrs). Established history (19+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (lower 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: 12.15% (upper mid). 5Y return: 11.22% (lower mid). 5Y return: 10.66% (bottom quartile). 5Y return: 10.48% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 11.85% (bottom quartile). 3Y return: 15.86% (upper mid). 3Y return: 11.93% (lower mid). 3Y return: 11.21% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -1.55% (bottom quartile). 1Y return: 10.81% (upper mid). 1Y return: -1.71% (bottom quartile). 1Y return: -0.60% (lower mid). Point 8 Alpha: 2.11 (upper mid). Alpha: -1.77 (bottom quartile). Alpha: 11.22 (top quartile). Alpha: -2.78 (bottom quartile). Alpha: 2.04 (lower mid). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.62 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: -0.69 (bottom quartile). Sharpe: -0.24 (lower mid). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.42 (upper mid). Information ratio: 0.80 (top quartile). Information ratio: 0.41 (lower mid). Information ratio: 0.06 (bottom quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
Taurus Largecap Equity Fund
ICICI Prudential Bluechip 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 ₹102.841
↓ 0.00 ₹40,208 0.6 10.4 0.1 17.1 18.1 -12.1 Invesco India Mid Cap Fund Growth ₹196.5
↑ 0.66 ₹15,749 -1.8 6.1 6.8 22 17.1 6.3 HDFC Mid-Cap Opportunities Fund Growth ₹203.661
↓ -0.09 ₹101,856 -4.3 1.3 1.6 15.7 17.1 6.8 Nippon India Small Cap Fund Growth ₹176.028
↓ -1.41 ₹80,906 -4.5 1.2 4.1 12.4 16.4 -4.7 Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15 ₹97 -8.1 0.1 26.2 22.5 15.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund HDFC Mid-Cap Opportunities Fund Nippon India Small Cap Fund Baroda Pioneer Mid-Cap Fund Point 1 Lower mid AUM (₹40,208 Cr). Bottom quartile AUM (₹15,749 Cr). Highest AUM (₹101,856 Cr). Upper mid AUM (₹80,906 Cr). Bottom quartile AUM (₹97 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (16+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 1★ (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: 18.10% (top quartile). 5Y return: 17.11% (upper mid). 5Y return: 17.10% (lower mid). 5Y return: 16.38% (bottom quartile). 5Y return: 15.89% (bottom quartile). Point 6 3Y return: 17.14% (lower mid). 3Y return: 22.05% (upper mid). 3Y return: 15.67% (bottom quartile). 3Y return: 12.40% (bottom quartile). 3Y return: 22.51% (top quartile). Point 7 1Y return: 0.05% (bottom quartile). 1Y return: 6.80% (upper mid). 1Y return: 1.61% (bottom quartile). 1Y return: 4.13% (lower mid). 1Y return: 26.24% (top quartile). Point 8 Alpha: -3.81 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -1.28 (bottom quartile). Alpha: 1.80 (top quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: 0.17 (lower mid). Sharpe: -0.02 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: 3.23 (top quartile). Point 10 Information ratio: 0.24 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.21 (upper mid). Information ratio: -0.03 (bottom quartile). Information ratio: 0.00 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Nippon India Small Cap Fund
Baroda Pioneer 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 (%) 2025 (%) HDFC Equity Fund Growth ₹2,118.85
↑ 27.72 ₹108,547 1.5 7.3 3.4 16.9 15.9 11.4 Nippon India Multi Cap Fund Growth ₹297.389
↑ 2.26 ₹53,767 -3.4 -1.2 -1.3 12.5 14.7 4.1 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.16
↓ -0.32 ₹1,386 -3.3 6.4 15.3 19.1 13.7 3.5 JM Multicap Fund Growth ₹99.8366
↑ 0.36 ₹5,036 -1.3 5.2 2.1 13.1 13.6 -6.8 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Equity Fund Nippon India Multi Cap Fund Aditya Birla Sun Life Manufacturing Equity Fund JM Multicap Fund BNP Paribas Multi Cap Fund Point 1 Highest AUM (₹108,547 Cr). Upper mid AUM (₹53,767 Cr). Bottom quartile AUM (₹1,386 Cr). Lower mid AUM (₹5,036 Cr). Bottom quartile AUM (₹588 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (11+ yrs). Established history (18+ yrs). Established history (21+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Top rated. Rating: 4★ (upper 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: 15.94% (top quartile). 5Y return: 14.73% (upper mid). 5Y return: 13.67% (lower mid). 5Y return: 13.58% (bottom quartile). 5Y return: 13.57% (bottom quartile). Point 6 3Y return: 16.88% (lower mid). 3Y return: 12.51% (bottom quartile). 3Y return: 19.11% (top quartile). 3Y return: 13.11% (bottom quartile). 3Y return: 17.28% (upper mid). Point 7 1Y return: 3.38% (lower mid). 1Y return: -1.31% (bottom quartile). 1Y return: 15.25% (upper mid). 1Y return: 2.07% (bottom quartile). 1Y return: 19.34% (top quartile). Point 8 Alpha: -0.68 (bottom quartile). Alpha: -3.54 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 2.92 (top quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.35 (bottom quartile). Sharpe: -0.36 (bottom quartile). Sharpe: 0.81 (upper mid). Sharpe: -0.17 (lower mid). Sharpe: 2.86 (top quartile). Point 10 Information ratio: 0.94 (top quartile). Information ratio: 0.04 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.48 (upper mid). Information ratio: 0.00 (bottom quartile). HDFC Equity Fund
Nippon India Multi Cap Fund
Aditya Birla Sun Life Manufacturing Equity Fund
JM Multicap Fund
BNP Paribas Multi Cap 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 ₹33.586
↑ 0.13 ₹6,354 -3.2 -7.5 0.7 19.4 20.4 11.3 DSP India T.I.G.E.R Fund Growth ₹347.372
↑ 0.91 ₹6,265 -4.5 -0.5 10 18.9 19 -2.5 SBI Healthcare Opportunities Fund Growth ₹524.306
↑ 1.74 ₹5,870 1.3 15.4 21.1 24 18.6 -3.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.77
↓ -0.13 ₹984 -1 4.9 14.3 20 18.5 7.8 LIC MF Infrastructure Fund Growth ₹53.2001
↓ -0.48 ₹1,153 -4.1 1.1 6.1 20.2 18.5 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund DSP India T.I.G.E.R Fund SBI Healthcare Opportunities Fund BOI AXA Manufacturing and Infrastructure Fund LIC MF Infrastructure Fund Point 1 Highest AUM (₹6,354 Cr). Upper mid AUM (₹6,265 Cr). Lower mid AUM (₹5,870 Cr). Bottom quartile AUM (₹984 Cr). Bottom quartile AUM (₹1,153 Cr). Point 2 Established history (16+ yrs). Oldest track record among peers (22 yrs). Established history (21+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 2★ (lower mid). Not Rated. Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 20.42% (top quartile). 5Y return: 19.04% (upper mid). 5Y return: 18.56% (lower mid). 5Y return: 18.53% (bottom quartile). 5Y return: 18.48% (bottom quartile). Point 6 3Y return: 19.38% (bottom quartile). 3Y return: 18.89% (bottom quartile). 3Y return: 24.02% (top quartile). 3Y return: 20.01% (lower mid). 3Y return: 20.20% (upper mid). Point 7 1Y return: 0.74% (bottom quartile). 1Y return: 9.95% (lower mid). 1Y return: 21.11% (top quartile). 1Y return: 14.33% (upper mid). 1Y return: 6.14% (bottom quartile). Point 8 Alpha: -0.21 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 3.63 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 12.01 (top quartile). Point 9 Sharpe: -0.14 (bottom quartile). Sharpe: 0.38 (lower mid). Sharpe: 0.95 (top quartile). Sharpe: 0.70 (upper mid). Sharpe: 0.27 (bottom quartile). Point 10 Information ratio: -0.42 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.10 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.62 (top quartile). SBI PSU Fund
DSP India T.I.G.E.R Fund
SBI Healthcare Opportunities Fund
BOI AXA Manufacturing and Infrastructure Fund
LIC MF 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 ₹79.6034
↑ 0.25 ₹3,270 0 2.1 2.9 8.3 7.5 7.9 DSP Regular Savings Fund Growth ₹61.4714
↑ 0.30 ₹175 0.4 2.2 3.4 8.1 7.1 7.2 Nippon India Hybrid Bond Fund Growth ₹62.7434
↑ 0.15 ₹977 0.8 3.3 5.5 8 7.4 9.7 Aditya Birla Sun Life Regular Savings Fund Growth ₹70.3994
↑ 0.20 ₹1,467 -0.5 2 3 7.9 7.1 7.1 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 Nippon India Hybrid Bond Fund Aditya Birla Sun Life Regular Savings Fund Point 1 Bottom quartile AUM (₹33 Cr). Highest AUM (₹3,270 Cr). Bottom quartile AUM (₹175 Cr). Lower mid AUM (₹977 Cr). Upper mid AUM (₹1,467 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 5★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 7.83% (top quartile). 5Y return: 7.51% (upper mid). 5Y return: 7.11% (bottom quartile). 5Y return: 7.44% (lower mid). 5Y return: 7.07% (bottom quartile). Point 6 3Y return: 9.05% (top quartile). 3Y return: 8.29% (upper mid). 3Y return: 8.10% (lower mid). 3Y return: 8.04% (bottom quartile). 3Y return: 7.94% (bottom quartile). Point 7 1Y return: 3.31% (lower mid). 1Y return: 2.94% (bottom quartile). 1Y return: 3.36% (upper mid). 1Y return: 5.50% (top quartile). 1Y return: 2.96% (bottom quartile). Point 8 1M return: -1.08% (bottom quartile). 1M return: 1.61% (upper mid). 1M return: 1.67% (top quartile). 1M return: 1.27% (bottom quartile). 1M return: 1.46% (lower mid). Point 9 Alpha: 0.25 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: -0.32 (bottom quartile). Alpha: 1.70 (top quartile). Alpha: 0.11 (lower mid). Point 10 Sharpe: 0.85 (top quartile). Sharpe: -0.76 (bottom quartile). Sharpe: -0.58 (bottom quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.49 (lower mid). Baroda Pioneer Conservative Hybrid Fund
ICICI Prudential MIP 25
DSP Regular Savings Fund
Nippon India Hybrid Bond Fund
Aditya Birla Sun Life Regular Savings 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 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Bandhan Hybrid Equity Fund Growth ₹28.611
↑ 0.27 ₹2,663 0.7 6.3 7.1 14.4 10.6 7.7 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.75
↓ -0.30 ₹2,196 -1.5 2.9 10.2 14.2 12.8 -0.9 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 IDBI Hybrid Equity Fund Bandhan Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹179 Cr). Highest AUM (₹2,663 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (10+ 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: 7.09% (bottom quartile). 5Y return: 10.56% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.78% (upper mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.43% (upper mid). 3Y return: 14.41% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 14.18% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 12.06% (lower mid). 1Y return: 7.15% (bottom quartile). 1Y return: 14.82% (upper mid). 1Y return: 10.25% (bottom quartile). Point 8 1M return: 1.80% (lower mid). 1M return: 2.10% (upper mid). 1M return: 4.74% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -2.75% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.68 (top quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 1.03 (lower mid). Sharpe: 0.01 (bottom quartile). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sundaram Equity Hybrid Fund
IDBI Hybrid Equity Fund
Bandhan Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt 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 (%) Aditya Birla Sun Life Gold Fund Growth ₹40.6757
↓ -0.55 ₹1,805 -4.8 -6.2 16 30.7 22.9 72 SBI Gold Fund Growth ₹40.8788
↓ -0.70 ₹17,423 -5.3 -6.6 15.9 30.7 22.9 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹43.1712
↓ -0.83 ₹7,067 -5.4 -6.8 15.9 30.5 22.7 72 Nippon India Gold Savings Fund Growth ₹53.4093
↓ -0.89 ₹7,353 -5.2 -6.4 15.7 30.5 22.7 71.2 HDFC Gold Fund Growth ₹41.6767
↓ -0.69 ₹12,013 -5.1 -6.4 15.6 30.5 22.7 71.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Nippon India Gold Savings Fund HDFC Gold Fund Point 1 Bottom quartile AUM (₹1,805 Cr). Highest AUM (₹17,423 Cr). Bottom quartile AUM (₹7,067 Cr). Lower mid AUM (₹7,353 Cr). Upper mid AUM (₹12,013 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (15 yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). 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: 22.89% (upper mid). 5Y return: 22.95% (top quartile). 5Y return: 22.73% (lower mid). 5Y return: 22.66% (bottom quartile). 5Y return: 22.67% (bottom quartile). Point 6 3Y return: 30.70% (top quartile). 3Y return: 30.67% (upper mid). 3Y return: 30.55% (lower mid). 3Y return: 30.49% (bottom quartile). 3Y return: 30.46% (bottom quartile). Point 7 1Y return: 16.03% (top quartile). 1Y return: 15.89% (upper mid). 1Y return: 15.85% (lower mid). 1Y return: 15.74% (bottom quartile). 1Y return: 15.61% (bottom quartile). Point 8 1M return: -4.25% (top quartile). 1M return: -4.45% (bottom quartile). 1M return: -4.45% (bottom quartile). 1M return: -4.35% (upper mid). 1M return: -4.44% (lower mid). 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: 0.73 (bottom quartile). Sharpe: 0.79 (top quartile). Sharpe: 0.75 (lower mid). Sharpe: 0.74 (bottom quartile). Sharpe: 0.78 (upper mid). Aditya Birla Sun Life Gold Fund
SBI Gold Fund
ICICI Prudential Regular Gold Savings 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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