+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 BOI AXA Liquid Fund Growth ₹3,029.67
↑ 0.46 ₹2,088 0.5 1.5 3.3 7.1 7.4 5.85% 1M 28D 1M 24D Axis Liquid Fund Growth ₹2,928.33
↑ 0.44 ₹33,529 0.5 1.5 3.3 7 7.4 5.96% 1M 27D 2M 1D Indiabulls Liquid Fund Growth ₹2,544.17
↑ 1.19 ₹328 0.5 1.5 3.3 7 7.4 5.87% 1M 28D 1M 29D DSP Liquidity Fund Growth ₹3,754.61
↑ 0.57 ₹16,926 0.5 1.5 3.3 7 7.4 5.95% 1M 28D 2M 1D PGIM India Insta Cash Fund Growth ₹342.366
↑ 0.05 ₹357 0.5 1.5 3.3 7 7.3 5.9% 1M 20D 1M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Liquid Fund Axis Liquid Fund Indiabulls Liquid Fund DSP Liquidity Fund PGIM India Insta Cash Fund Point 1 Lower mid AUM (₹2,088 Cr). Highest AUM (₹33,529 Cr). Bottom quartile AUM (₹328 Cr). Upper mid AUM (₹16,926 Cr). Bottom quartile AUM (₹357 Cr). Point 2 Established history (17+ yrs). Established history (15+ yrs). Established history (13+ yrs). Oldest track record among peers (19 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 5★ (upper mid). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 7.05% (top quartile). 1Y return: 7.04% (upper mid). 1Y return: 7.03% (lower mid). 1Y return: 7.01% (bottom quartile). 1Y return: 7.01% (bottom quartile). Point 6 1M return: 0.46% (upper mid). 1M return: 0.46% (bottom quartile). 1M return: 0.46% (bottom quartile). 1M return: 0.46% (top quartile). 1M return: 0.46% (lower mid). Point 7 Sharpe: 4.68 (top quartile). Sharpe: 3.87 (lower mid). Sharpe: 3.32 (bottom quartile). Sharpe: 4.37 (upper mid). Sharpe: 3.56 (bottom quartile). Point 8 Information ratio: 0.31 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -1.49 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.92 (bottom quartile). Point 9 Yield to maturity (debt): 5.85% (bottom quartile). Yield to maturity (debt): 5.96% (top quartile). Yield to maturity (debt): 5.87% (bottom quartile). Yield to maturity (debt): 5.95% (upper mid). Yield to maturity (debt): 5.90% (lower mid). Point 10 Modified duration: 0.16 yrs (lower mid). Modified duration: 0.16 yrs (upper mid). Modified duration: 0.16 yrs (bottom quartile). Modified duration: 0.16 yrs (bottom quartile). Modified duration: 0.14 yrs (top quartile). BOI AXA Liquid Fund
Axis Liquid Fund
Indiabulls Liquid Fund
DSP Liquidity Fund
PGIM India Insta Cash 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 ₹553.418
↑ 0.27 ₹20,228 1.8 4.1 8 7.4 7.9 6.72% 5M 26D 6M 29D ICICI Prudential Ultra Short Term Fund Growth ₹27.9402
↑ 0.01 ₹16,051 1.8 3.9 7.5 7.1 7.5 6.79% 5M 12D 7M 24D SBI Magnum Ultra Short Duration Fund Growth ₹6,024.64
↑ 1.31 ₹16,408 1.7 3.8 7.4 7.1 7.4 6.26% 5M 1D 6M 4D Invesco India Ultra Short Term Fund Growth ₹2,719.27
↑ 0.56 ₹1,006 1.7 3.7 7.4 6.9 7.5 6.59% 5M 16D 5M 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 Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Invesco India Ultra Short Term Fund Point 1 Bottom quartile AUM (₹297 Cr). Highest AUM (₹20,228 Cr). Lower mid AUM (₹16,051 Cr). Upper mid AUM (₹16,408 Cr). Bottom quartile AUM (₹1,006 Cr). Point 2 Established history (17+ yrs). Established history (22+ yrs). Established history (14+ yrs). Oldest track record among peers (26 yrs). Established history (14+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderate. Point 5 1Y return: 13.69% (top quartile). 1Y return: 8.04% (upper mid). 1Y return: 7.53% (lower mid). 1Y return: 7.44% (bottom quartile). 1Y return: 7.39% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.47% (upper mid). 1M return: 0.46% (lower mid). 1M return: 0.45% (bottom quartile). 1M return: 0.44% (bottom quartile). Point 7 Sharpe: 2.57 (bottom quartile). Sharpe: 3.55 (top quartile). Sharpe: 2.79 (upper mid). Sharpe: 2.74 (lower mid). Sharpe: 2.72 (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): 6.72% (upper mid). Yield to maturity (debt): 6.79% (top quartile). Yield to maturity (debt): 6.26% (bottom quartile). Yield to maturity (debt): 6.59% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.45 yrs (lower mid). Modified duration: 0.42 yrs (upper mid). Modified duration: 0.46 yrs (bottom quartile). 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
Invesco India Ultra Short Term Fund
Talk to our investment specialist
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% ICICI Prudential Short Term Fund Growth ₹60.7661
↑ 0.07 ₹21,491 1.6 4.7 8.5 7.8 7.8 7.18% 1Y 11M 23D 3Y 5M 12D HDFC Short Term Debt Fund Growth ₹32.3195
↑ 0.03 ₹17,402 1.5 4.6 8.6 7.7 8.3 6.88% 2Y 6M 11D 3Y 9M 11D Axis Short Term Fund Growth ₹31.2382
↑ 0.03 ₹11,467 1.6 4.9 8.9 7.5 8 6.8% 2Y 2M 19D 2Y 8M 12D UTI Short Term Income Fund Growth ₹32.0057
↑ 0.03 ₹3,281 1.4 4.5 8.3 7.5 7.9 6.76% 2Y 7M 6D 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 ICICI Prudential Short Term Fund HDFC Short Term Debt Fund Axis Short Term Fund UTI Short Term Income Fund Point 1 Bottom quartile AUM (₹13 Cr). Highest AUM (₹21,491 Cr). Upper mid AUM (₹17,402 Cr). Lower mid AUM (₹11,467 Cr). Bottom quartile AUM (₹3,281 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (23+ yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 1Y return: 192.10% (top quartile). 1Y return: 8.47% (bottom quartile). 1Y return: 8.57% (lower mid). 1Y return: 8.86% (upper mid). 1Y return: 8.35% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.30% (upper mid). 1M return: 0.22% (bottom quartile). 1M return: 0.30% (lower mid). 1M return: 0.23% (bottom quartile). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 2.27 (upper mid). Sharpe: 2.20 (lower mid). Sharpe: 2.32 (top quartile). Sharpe: 1.89 (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): 7.18% (top quartile). Yield to maturity (debt): 6.88% (upper mid). Yield to maturity (debt): 6.80% (lower mid). Yield to maturity (debt): 6.76% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 1.98 yrs (upper mid). Modified duration: 2.53 yrs (bottom quartile). Modified duration: 2.22 yrs (lower mid). Modified duration: 2.60 yrs (bottom quartile). Franklin India Short Term Income Plan - Retail Plan
ICICI Prudential Short Term Fund
HDFC Short Term Debt Fund
Axis Short Term Fund
UTI Short Term Income 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 ₹103.241
↑ 0.40 ₹7,276 0 4.3 8 8.3 8.2 6.39% 3Y 3M 10Y 22D SBI Magnum Gilt Fund Growth ₹65.8758
↑ 0.39 ₹12,149 -1.6 3.1 6.1 7.9 8.9 6.47% 6Y 8M 5D 13Y 4M 17D DSP Government Securities Fund Growth ₹95.5257
↑ 0.45 ₹1,852 -1.9 3 6.2 7.6 10.1 6.61% 7Y 10M 17D 22Y 8M 8D Axis Gilt Fund Growth ₹25.4895
↑ 0.12 ₹798 -1.5 3.2 6.8 7.5 10 6.29% 5Y 9M 29D 12Y 5M 19D UTI Gilt Fund Growth ₹62.7094
↑ 0.36 ₹639 -1.4 3.1 6.3 7.4 8.9 6.88% 9Y 9M 18D 23Y 9M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Gilt Fund SBI Magnum Gilt Fund DSP Government Securities Fund Axis Gilt Fund UTI Gilt Fund Point 1 Upper mid AUM (₹7,276 Cr). Highest AUM (₹12,149 Cr). Lower mid AUM (₹1,852 Cr). Bottom quartile AUM (₹798 Cr). Bottom quartile AUM (₹639 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (24+ yrs). Established history (25+ yrs). Established history (13+ yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 1★ (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: 8.00% (top quartile). 1Y return: 6.10% (bottom quartile). 1Y return: 6.20% (bottom quartile). 1Y return: 6.76% (upper mid). 1Y return: 6.28% (lower mid). Point 6 1M return: -0.49% (top quartile). 1M return: -0.70% (upper mid). 1M return: -0.78% (lower mid). 1M return: -0.84% (bottom quartile). 1M return: -0.86% (bottom quartile). Point 7 Sharpe: 1.34 (top quartile). Sharpe: 0.35 (bottom quartile). Sharpe: 0.19 (bottom quartile). Sharpe: 0.57 (upper mid). Sharpe: 0.44 (lower 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): 6.39% (bottom quartile). Yield to maturity (debt): 6.47% (lower mid). Yield to maturity (debt): 6.61% (upper mid). Yield to maturity (debt): 6.29% (bottom quartile). Yield to maturity (debt): 6.88% (top quartile). Point 10 Modified duration: 3.25 yrs (top quartile). Modified duration: 6.68 yrs (lower mid). Modified duration: 7.88 yrs (bottom quartile). Modified duration: 5.83 yrs (upper mid). Modified duration: 9.80 yrs (bottom quartile). ICICI Prudential Gilt Fund
SBI Magnum Gilt Fund
DSP Government Securities Fund
Axis Gilt Fund
UTI 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 Nippon India Dynamic Bond Fund Growth ₹37.6942
↑ 0.11 ₹4,637 0.9 4.8 9 8 9 6.53% 4Y 22D 4Y 11M 16D IIFL Dynamic Bond Fund Growth ₹22.8035
↑ 0.06 ₹681 1.2 5.1 9.1 8 9.6 7.02% 6Y 9M 15D ICICI Prudential Long Term Plan Growth ₹37.1883
↑ 0.10 ₹14,952 0.7 4.3 8.3 8 8.2 7.31% 2Y 11M 19D 7Y 7M 6D SBI Dynamic Bond Fund Growth ₹35.7699
↑ 0.11 ₹3,606 -0.5 3.6 6.7 7.9 8.6 6.48% 3Y 9M 25D 5Y 4M 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 Nippon India Dynamic Bond Fund IIFL Dynamic Bond Fund ICICI Prudential Long Term Plan SBI Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Upper mid AUM (₹4,637 Cr). Bottom quartile AUM (₹681 Cr). Highest AUM (₹14,952 Cr). Lower mid AUM (₹3,606 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (20+ yrs). Established history (12+ yrs). Established history (15+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Not Rated. Top rated. Rating: 4★ (upper 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: 8.99% (lower mid). 1Y return: 9.08% (upper mid). 1Y return: 8.26% (bottom quartile). 1Y return: 6.70% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.07% (lower mid). 1M return: 0.14% (upper mid). 1M return: -0.11% (bottom quartile). 1M return: -0.15% (bottom quartile). Point 7 Sharpe: 1.19 (bottom quartile). Sharpe: 1.67 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: 1.66 (lower mid). Sharpe: 0.45 (bottom quartile). 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): 6.53% (lower mid). Yield to maturity (debt): 7.02% (upper mid). Yield to maturity (debt): 7.31% (top quartile). Yield to maturity (debt): 6.48% (bottom quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.06 yrs (bottom quartile). Modified duration: 0.00 yrs (upper mid). Modified duration: 2.97 yrs (lower mid). Modified duration: 3.82 yrs (bottom quartile). Franklin India Dynamic Accrual Fund
Nippon India Dynamic Bond Fund
IIFL Dynamic Bond Fund
ICICI Prudential Long Term Plan
SBI 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 (%) 2024 (%) Nippon India Large Cap Fund Growth ₹90.0996
↓ -0.02 ₹43,829 2.8 11.8 4.5 19.2 24.1 18.2 ICICI Prudential Bluechip Fund Growth ₹109.53
↑ 0.10 ₹72,336 1.7 9.7 4 17.8 21.7 16.9 HDFC Top 100 Fund Growth ₹1,122.86
↑ 1.53 ₹38,905 0.6 6.9 -0.4 15.6 20.9 11.6 Aditya Birla Sun Life Frontline Equity Fund Growth ₹520.81
↑ 0.39 ₹30,927 1.3 9.8 2.7 14.8 19.5 15.6 JM Core 11 Fund Growth ₹19.1011
↓ -0.05 ₹290 -0.1 6.8 -6.1 17.7 19.2 24.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund Aditya Birla Sun Life Frontline Equity Fund JM Core 11 Fund Point 1 Upper mid AUM (₹43,829 Cr). Highest AUM (₹72,336 Cr). Lower mid AUM (₹38,905 Cr). Bottom quartile AUM (₹30,927 Cr). Bottom quartile AUM (₹290 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (28 yrs). Established history (22+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Rating: 4★ (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: 24.12% (top quartile). 5Y return: 21.65% (upper mid). 5Y return: 20.86% (lower mid). 5Y return: 19.48% (bottom quartile). 5Y return: 19.19% (bottom quartile). Point 6 3Y return: 19.19% (top quartile). 3Y return: 17.78% (upper mid). 3Y return: 15.62% (bottom quartile). 3Y return: 14.84% (bottom quartile). 3Y return: 17.71% (lower mid). Point 7 1Y return: 4.53% (top quartile). 1Y return: 4.03% (upper mid). 1Y return: -0.37% (bottom quartile). 1Y return: 2.72% (lower mid). 1Y return: -6.08% (bottom quartile). Point 8 Alpha: 0.12 (lower mid). Alpha: 1.93 (top quartile). Alpha: -1.46 (bottom quartile). Alpha: 1.51 (upper mid). Alpha: -4.38 (bottom quartile). Point 9 Sharpe: 0.07 (lower mid). Sharpe: 0.14 (top quartile). Sharpe: -0.11 (bottom quartile). Sharpe: 0.11 (upper mid). Sharpe: -0.28 (bottom quartile). Point 10 Information ratio: 1.85 (top quartile). Information ratio: 1.10 (upper mid). Information ratio: 0.66 (lower mid). Information ratio: 0.63 (bottom quartile). Information ratio: 0.41 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
Aditya Birla Sun Life Frontline 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 (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹101.72
↑ 0.52 ₹33,053 2.8 11 3.9 28.1 33.9 57.1 Nippon India Small Cap Fund Growth ₹165.343
↓ -0.59 ₹66,602 3.1 13.3 -3.2 23.9 33.6 26.1 HDFC Small Cap Fund Growth ₹138.713
↓ -0.83 ₹35,781 7.1 16.3 3.1 23.9 31 20.4 Franklin India Smaller Companies Fund Growth ₹165.647
↓ -0.65 ₹13,995 -0.1 10.4 -6.9 22.8 30.6 23.2 HDFC Mid-Cap Opportunities Fund Growth ₹191.171
↓ 0.00 ₹84,061 3.8 13.9 5.1 25.8 29.6 28.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund HDFC Mid-Cap Opportunities Fund Point 1 Bottom quartile AUM (₹33,053 Cr). Upper mid AUM (₹66,602 Cr). Lower mid AUM (₹35,781 Cr). Bottom quartile AUM (₹13,995 Cr). Highest AUM (₹84,061 Cr). Point 2 Established history (11+ yrs). Established history (14+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). 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: 33.92% (top quartile). 5Y return: 33.57% (upper mid). 5Y return: 31.02% (lower mid). 5Y return: 30.63% (bottom quartile). 5Y return: 29.62% (bottom quartile). Point 6 3Y return: 28.09% (top quartile). 3Y return: 23.86% (bottom quartile). 3Y return: 23.90% (lower mid). 3Y return: 22.78% (bottom quartile). 3Y return: 25.76% (upper mid). Point 7 1Y return: 3.93% (upper mid). 1Y return: -3.18% (bottom quartile). 1Y return: 3.14% (lower mid). 1Y return: -6.92% (bottom quartile). 1Y return: 5.08% (top quartile). Point 8 Alpha: 3.89 (top quartile). Alpha: -2.86 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -7.46 (bottom quartile). Alpha: 3.00 (upper mid). Point 9 Sharpe: 0.23 (upper mid). Sharpe: -0.10 (bottom quartile). Sharpe: 0.07 (lower mid). Sharpe: -0.33 (bottom quartile). Sharpe: 0.23 (top quartile). Point 10 Information ratio: 0.44 (upper mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.13 (bottom quartile). Information ratio: 0.62 (top quartile). Motilal Oswal Midcap 30 Fund
Nippon India Small Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies 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 (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹297.191
↓ -0.94 ₹45,366 4.7 15.8 4 23.4 29.9 25.8 HDFC Equity Fund Growth ₹1,970.86
↑ 1.45 ₹79,585 1.8 10.7 8.3 22 27.7 23.5 JM Multicap Fund Growth ₹95.5252
↓ -0.18 ₹6,144 -0.1 4.3 -8 21.4 25.3 33.3 Mahindra Badhat Yojana Growth ₹34.6127
↓ -0.12 ₹5,762 2.5 13 -0.2 19.6 25.1 23.4 Franklin India Equity Fund Growth ₹1,615.04
↑ 1.15 ₹19,365 0.6 9.2 1.7 18.6 24.4 21.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana Franklin India Equity Fund Point 1 Upper mid AUM (₹45,366 Cr). Highest AUM (₹79,585 Cr). Bottom quartile AUM (₹6,144 Cr). Bottom quartile AUM (₹5,762 Cr). Lower mid AUM (₹19,365 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (30 yrs). Established history (16+ yrs). Established history (8+ yrs). Established history (30+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Not Rated. 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: 29.92% (top quartile). 5Y return: 27.68% (upper mid). 5Y return: 25.29% (lower mid). 5Y return: 25.14% (bottom quartile). 5Y return: 24.41% (bottom quartile). Point 6 3Y return: 23.38% (top quartile). 3Y return: 22.02% (upper mid). 3Y return: 21.43% (lower mid). 3Y return: 19.57% (bottom quartile). 3Y return: 18.58% (bottom quartile). Point 7 1Y return: 4.02% (upper mid). 1Y return: 8.30% (top quartile). 1Y return: -7.98% (bottom quartile). 1Y return: -0.23% (bottom quartile). 1Y return: 1.66% (lower mid). Point 8 Alpha: 0.04 (lower mid). Alpha: 4.30 (top quartile). Alpha: -8.04 (bottom quartile). Alpha: -0.28 (bottom quartile). Alpha: 1.00 (upper mid). Point 9 Sharpe: 0.03 (lower mid). Sharpe: 0.39 (top quartile). Sharpe: -0.50 (bottom quartile). Sharpe: 0.01 (bottom quartile). Sharpe: 0.08 (upper mid). Point 10 Information ratio: 0.97 (lower mid). Information ratio: 1.47 (top quartile). Information ratio: 1.02 (upper mid). Information ratio: 0.18 (bottom quartile). Information ratio: 0.94 (bottom quartile). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
Franklin India Equity 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 (%) ICICI Prudential Infrastructure Fund Growth ₹192.21
↓ -0.79 ₹8,043 2.4 14.9 3.1 29.2 35.4 27.4 HDFC Infrastructure Fund Growth ₹47.138
↓ -0.07 ₹2,591 2.2 15.8 -1.1 29.3 33.2 23 Franklin Build India Fund Growth ₹139.76
↓ -0.23 ₹2,968 3 15.5 -0.2 28.1 32.7 27.8 DSP India T.I.G.E.R Fund Growth ₹308.855
↓ -0.50 ₹5,517 4.1 15.3 -5.9 26.7 32.5 32.4 Bandhan Infrastructure Fund Growth ₹48.965
↓ -0.41 ₹1,749 -0.1 14 -10 27.3 32.5 39.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund HDFC Infrastructure Fund Franklin Build India Fund DSP India T.I.G.E.R Fund Bandhan Infrastructure Fund Point 1 Highest AUM (₹8,043 Cr). Bottom quartile AUM (₹2,591 Cr). Lower mid AUM (₹2,968 Cr). Upper mid AUM (₹5,517 Cr). Bottom quartile AUM (₹1,749 Cr). Point 2 Established history (19+ yrs). Established history (17+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Established history (14+ yrs). Point 3 Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (lower mid). Rating: 5★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 35.45% (top quartile). 5Y return: 33.23% (upper mid). 5Y return: 32.71% (lower mid). 5Y return: 32.48% (bottom quartile). 5Y return: 32.46% (bottom quartile). Point 6 3Y return: 29.18% (upper mid). 3Y return: 29.29% (top quartile). 3Y return: 28.08% (lower mid). 3Y return: 26.70% (bottom quartile). 3Y return: 27.32% (bottom quartile). Point 7 1Y return: 3.08% (top quartile). 1Y return: -1.10% (lower mid). 1Y return: -0.18% (upper mid). 1Y return: -5.94% (bottom quartile). 1Y return: -10.00% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.01 (top quartile). Sharpe: -0.23 (upper mid). Sharpe: -0.29 (lower mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.29 (bottom quartile). Point 10 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). ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
Franklin Build India Fund
DSP India T.I.G.E.R Fund
Bandhan 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 (%) 2024 (%) HDFC Hybrid Debt Fund Growth ₹81.8028
↑ 0.19 ₹3,401 -0.3 4.2 4.7 10.4 11.2 10.5 ICICI Prudential MIP 25 Growth ₹76.0667
↑ 0.07 ₹3,220 2.2 6.1 7.6 10.2 10.1 11.4 Kotak Debt Hybrid Fund Growth ₹58.0704
↑ 0.18 ₹3,134 -0.4 4 4.5 10.1 11 11.4 SBI Debt Hybrid Fund Growth ₹72.5363
↑ 0.10 ₹9,748 1.5 5.8 5.7 10 11.2 11 DSP Regular Savings Fund Growth ₹58.7217
↑ 0.07 ₹174 0.8 5.7 7.3 9.9 9.2 11 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Hybrid Debt Fund ICICI Prudential MIP 25 Kotak Debt Hybrid Fund SBI Debt Hybrid Fund DSP Regular Savings Fund Point 1 Upper mid AUM (₹3,401 Cr). Lower mid AUM (₹3,220 Cr). Bottom quartile AUM (₹3,134 Cr). Highest AUM (₹9,748 Cr). Bottom quartile AUM (₹174 Cr). Point 2 Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Established history (21+ yrs). Point 3 Rating: 4★ (lower mid). Top rated. Rating: 4★ (bottom quartile). Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 11.20% (upper mid). 5Y return: 10.06% (bottom quartile). 5Y return: 10.96% (lower mid). 5Y return: 11.22% (top quartile). 5Y return: 9.20% (bottom quartile). Point 6 3Y return: 10.38% (top quartile). 3Y return: 10.21% (upper mid). 3Y return: 10.14% (lower mid). 3Y return: 10.02% (bottom quartile). 3Y return: 9.89% (bottom quartile). Point 7 1Y return: 4.67% (bottom quartile). 1Y return: 7.61% (top quartile). 1Y return: 4.47% (bottom quartile). 1Y return: 5.66% (lower mid). 1Y return: 7.27% (upper mid). Point 8 1M return: -0.73% (bottom quartile). 1M return: 0.22% (top quartile). 1M return: -1.00% (bottom quartile). 1M return: -0.59% (lower mid). 1M return: -0.39% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.63 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.64 (top quartile). Point 10 Sharpe: 0.08 (bottom quartile). Sharpe: 0.63 (upper mid). Sharpe: 0.08 (bottom quartile). Sharpe: 0.16 (lower mid). Sharpe: 0.68 (top quartile). HDFC Hybrid Debt Fund
ICICI Prudential MIP 25
Kotak Debt Hybrid Fund
SBI Debt Hybrid Fund
DSP 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 (%) 2024 (%) JM Equity Hybrid Fund Growth ₹117.398
↓ -0.33 ₹862 0.6 5.3 -5.3 19.4 21.1 27 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.4
↑ 0.03 ₹1,250 1.2 12.2 -1.5 19.2 24.2 25.8 ICICI Prudential Equity and Debt Fund Growth ₹390.53
↑ 0.55 ₹44,552 2 10 5.9 19 24.7 17.2 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 UTI Hybrid Equity Fund Growth ₹398.161
↑ 0.55 ₹6,468 0.2 6.2 2.5 15.9 19.6 19.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund Sundaram Equity Hybrid Fund UTI Hybrid Equity Fund Point 1 Bottom quartile AUM (₹862 Cr). Bottom quartile AUM (₹1,250 Cr). Highest AUM (₹44,552 Cr). Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹6,468 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (9+ yrs). Established history (25+ yrs). Established history (25+ yrs). Established history (30+ yrs). Point 3 Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 2★ (lower mid). Rating: 3★ (upper 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: 21.06% (lower mid). 5Y return: 24.19% (upper mid). 5Y return: 24.66% (top quartile). 5Y return: 14.20% (bottom quartile). 5Y return: 19.62% (bottom quartile). Point 6 3Y return: 19.44% (top quartile). 3Y return: 19.17% (upper mid). 3Y return: 19.03% (lower mid). 3Y return: 16.03% (bottom quartile). 3Y return: 15.94% (bottom quartile). Point 7 1Y return: -5.25% (bottom quartile). 1Y return: -1.53% (bottom quartile). 1Y return: 5.91% (upper mid). 1Y return: 27.10% (top quartile). 1Y return: 2.53% (lower mid). Point 8 1M return: -3.88% (bottom quartile). 1M return: -3.11% (bottom quartile). 1M return: -0.34% (upper mid). 1M return: 1.80% (top quartile). 1M return: -2.30% (lower mid). Point 9 Alpha: -6.24 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.78 (upper mid). Alpha: 5.81 (top quartile). Alpha: 0.77 (lower mid). Point 10 Sharpe: -0.41 (bottom quartile). Sharpe: -0.08 (bottom quartile). Sharpe: 0.33 (upper mid). Sharpe: 2.64 (top quartile). Sharpe: 0.15 (lower mid). JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Sundaram Equity Hybrid Fund
UTI 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 (%) IDBI Gold Fund Growth ₹26.1
↓ -0.02 ₹174 5.4 14.3 39.4 22.6 12.3 18.7 Axis Gold Fund Growth ₹29.1836
↓ -0.02 ₹1,121 5.7 14.3 38.5 22.4 12.4 19.2 SBI Gold Fund Growth ₹29.3198
↓ -0.03 ₹4,410 5.6 14.8 39 22.4 12.3 19.6 ICICI Prudential Regular Gold Savings Fund Growth ₹31.0627
↓ -0.03 ₹2,274 5.7 15.3 39 22.4 12.3 19.5 HDFC Gold Fund Growth ₹29.9709
↓ -0.02 ₹4,272 5.6 14.9 39 22.3 12.1 18.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Gold Fund Axis Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Point 1 Bottom quartile AUM (₹174 Cr). Bottom quartile AUM (₹1,121 Cr). Highest AUM (₹4,410 Cr). Lower mid AUM (₹2,274 Cr). Upper mid AUM (₹4,272 Cr). Point 2 Oldest track record among peers (13 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Point 3 Not Rated. Rating: 1★ (upper mid). Top rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.32% (upper mid). 5Y return: 12.41% (top quartile). 5Y return: 12.27% (bottom quartile). 5Y return: 12.28% (lower mid). 5Y return: 12.10% (bottom quartile). Point 6 3Y return: 22.58% (top quartile). 3Y return: 22.45% (upper mid). 3Y return: 22.44% (lower mid). 3Y return: 22.38% (bottom quartile). 3Y return: 22.33% (bottom quartile). Point 7 1Y return: 39.40% (top quartile). 1Y return: 38.52% (bottom quartile). 1Y return: 39.02% (lower mid). 1Y return: 39.02% (upper mid). 1Y return: 38.99% (bottom quartile). Point 8 1M return: 1.03% (bottom quartile). 1M return: 1.48% (top quartile). 1M return: 1.40% (lower mid). 1M return: 1.44% (upper mid). 1M return: 1.37% (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: 1.65 (bottom quartile). Sharpe: 1.70 (upper mid). Sharpe: 1.73 (top quartile). Sharpe: 1.67 (bottom quartile). Sharpe: 1.69 (lower mid). IDBI Gold Fund
Axis Gold Fund
SBI Gold Fund
ICICI Prudential Regular 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۔
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved