+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 ₹3,105.17
↑ 0.53 ₹44,866 0.5 1.6 3.4 6.4 6.6 6.64% 1M 5D 1M 5D Edelweiss Liquid Fund Growth ₹3,565.92
↑ 0.59 ₹12,259 0.5 1.6 3.4 6.4 6.5 6.51% 1M 6D 1M 6D BOI AXA Liquid Fund Growth ₹3,211.12
↑ 0.54 ₹1,339 0.5 1.6 3.3 6.3 6.6 6.43% 1M 10D 1M 10D DSP Liquidity Fund Growth ₹3,980.19
↑ 0.66 ₹19,371 0.5 1.6 3.4 6.3 6.5 6.45% 2M 5D 2M 8D 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 Edelweiss Liquid Fund BOI AXA Liquid Fund DSP Liquidity Fund Point 1 Bottom quartile AUM (₹503 Cr). Highest AUM (₹44,866 Cr). Lower mid AUM (₹12,259 Cr). Bottom quartile AUM (₹1,339 Cr). Upper mid AUM (₹19,371 Cr). Point 2 Established history (16+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). 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: 6.36% (upper mid). 1Y return: 6.35% (lower mid). 1Y return: 6.34% (bottom quartile). 1Y return: 6.33% (bottom quartile). Point 6 1M return: 0.53% (bottom quartile). 1M return: 0.54% (upper mid). 1M return: 0.54% (top quartile). 1M return: 0.53% (lower mid). 1M return: 0.53% (bottom quartile). Point 7 Sharpe: 0.20 (bottom quartile). Sharpe: 2.39 (upper mid). Sharpe: 2.34 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: 2.35 (lower mid). Point 8 Information ratio: -5.96 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 2.08 (top quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.66% (top quartile). Yield to maturity (debt): 6.64% (upper mid). Yield to maturity (debt): 6.51% (lower mid). Yield to maturity (debt): 6.43% (bottom quartile). Yield to maturity (debt): 6.45% (bottom quartile). Point 10 Modified duration: 0.10 yrs (lower mid). Modified duration: 0.10 yrs (top quartile). Modified duration: 0.10 yrs (upper mid). Modified duration: 0.11 yrs (bottom quartile). Modified duration: 0.18 yrs (bottom quartile). IDBI Liquid Fund
Axis Liquid Fund
Edelweiss Liquid Fund
BOI AXA 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 ₹586.027
↑ 0.09 ₹17,816 1.6 3.3 6.2 7.2 7.4 7.45% 5M 26D 6M 18D ICICI Prudential Ultra Short Term Fund Growth ₹29.5687
↑ 0.01 ₹14,352 1.6 3.3 6.2 7 7.1 7.79% 5M 8D 6M 11D SBI Magnum Ultra Short Duration Fund Growth ₹6,372.19
↑ 0.78 ₹11,408 1.6 3.2 6.1 6.9 7 7.77% 5M 5D 8M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan IDBI Ultra Short Term Fund Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund SBI Magnum Ultra Short Duration Fund Point 1 Bottom quartile AUM (₹297 Cr). Bottom quartile AUM (₹146 Cr). Highest AUM (₹17,816 Cr). Upper mid AUM (₹14,352 Cr). Lower mid AUM (₹11,408 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (27 yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Low. Point 5 1Y return: 13.69% (top quartile). 1Y return: 6.39% (upper mid). 1Y return: 6.21% (lower mid). 1Y return: 6.15% (bottom quartile). 1Y return: 6.08% (bottom quartile). Point 6 1M return: 0.59% (upper mid). 1M return: 0.52% (bottom quartile). 1M return: 0.64% (top quartile). 1M return: 0.58% (bottom quartile). 1M return: 0.58% (lower mid). Point 7 Sharpe: 2.57 (top quartile). Sharpe: -0.57 (bottom quartile). Sharpe: 0.91 (lower mid). Sharpe: 0.92 (upper mid). Sharpe: 0.84 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 6.83% (bottom quartile). Yield to maturity (debt): 7.45% (lower mid). Yield to maturity (debt): 7.79% (top quartile). Yield to maturity (debt): 7.77% (upper mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 0.19 yrs (upper mid). Modified duration: 0.49 yrs (bottom quartile). Modified duration: 0.44 yrs (bottom quartile). Modified duration: 0.43 yrs (lower mid). Franklin India Ultra Short Bond Fund - Super Institutional Plan
IDBI Ultra Short Term Fund
Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
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3 سال کے سب سے زیادہ ریٹرن کے ساتھ ٹاپ 5 شارٹ ٹرم فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Short Term Income Plan - Retail Plan Growth ₹15,041.3
↑ 0.11 ₹13 192.1 192.1 192.1 47.3 0% HDFC Short Term Debt Fund Growth ₹34.022
↑ 0.00 ₹15,008 1.9 3.1 5.3 7.3 7.8 8.01% 2Y 4M 28D 3Y 1M 24D ICICI Prudential Short Term Fund Growth ₹64.0669
↑ 0.01 ₹19,175 1.8 3.1 5.5 7.3 8 8.14% 2Y 8M 19D 4Y 5M 23D 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 ₹32.8727
↑ 0.01 ₹8,183 1.8 3.2 5.3 7.2 8.1 7.92% 2Y 3M 22D 3Y 2M 23D 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 (₹15,008 Cr). Highest AUM (₹19,175 Cr). Bottom quartile AUM (₹26 Cr). Lower mid AUM (₹8,183 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (16+ 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: 5.27% (bottom quartile). 1Y return: 5.54% (lower mid). 1Y return: 6.21% (upper mid). 1Y return: 5.31% (bottom quartile). Point 6 1M return: 192.10% (top quartile). 1M return: 0.47% (upper mid). 1M return: 0.41% (bottom quartile). 1M return: 0.43% (bottom quartile). 1M return: 0.46% (lower mid). Point 7 Sharpe: -90.89 (bottom quartile). Sharpe: 0.11 (lower mid). Sharpe: 0.29 (top quartile). Sharpe: 0.10 (bottom quartile). Sharpe: 0.14 (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): 8.01% (upper mid). Yield to maturity (debt): 8.14% (top quartile). Yield to maturity (debt): 6.43% (bottom quartile). Yield to maturity (debt): 7.92% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 2.41 yrs (bottom quartile). Modified duration: 2.72 yrs (bottom quartile). Modified duration: 0.25 yrs (upper mid). Modified duration: 2.31 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 (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Bandhan Government Securities Fund - Investment Plan Growth ₹37.4037
↑ 0.05 ₹1,892 3.7 5.6 5.4 7.4 3.7 7.6% 10Y 11M 16D 32Y 1M 28D ICICI Prudential Gilt Fund Growth ₹107.928
↑ 0.11 ₹8,785 2.8 3 3.8 7 6.8 7.71% 9Y 4M 10D 21Y 7M 6D Axis Gilt Fund Growth ₹26.6366
↑ 0.03 ₹431 2.8 3.3 3.3 7 5.2 7.35% 8Y 4M 24D 19Y 2M 12D UTI Gilt Fund Growth ₹65.7295
↑ 0.03 ₹423 1.5 3.5 3.6 6.6 5.1 6.4% 3Y 2M 16D 7Y 11M 19D SBI Magnum Gilt Fund Growth ₹68.4906
↑ 0.06 ₹8,455 2.4 3.2 3 6.4 4.5 6.89% 5Y 10M 28D 10Y 1M 20D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Government Securities Fund - Investment Plan ICICI Prudential Gilt Fund Axis Gilt Fund UTI Gilt Fund SBI Magnum Gilt Fund Point 1 Lower mid AUM (₹1,892 Cr). Highest AUM (₹8,785 Cr). Bottom quartile AUM (₹431 Cr). Bottom quartile AUM (₹423 Cr). Upper mid AUM (₹8,455 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (14+ yrs). Established history (24+ yrs). Established history (25+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 1★ (bottom quartile). 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: 5.41% (top quartile). 1Y return: 3.85% (upper mid). 1Y return: 3.34% (bottom quartile). 1Y return: 3.65% (lower mid). 1Y return: 3.02% (bottom quartile). Point 6 1M return: 0.03% (bottom quartile). 1M return: 0.43% (upper mid). 1M return: 0.10% (bottom quartile). 1M return: 0.31% (lower mid). 1M return: 0.81% (top quartile). Point 7 Sharpe: 0.47 (top quartile). Sharpe: -0.14 (upper mid). Sharpe: -0.15 (lower mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.51 (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): 7.60% (upper mid). Yield to maturity (debt): 7.71% (top quartile). Yield to maturity (debt): 7.35% (lower mid). Yield to maturity (debt): 6.40% (bottom quartile). Yield to maturity (debt): 6.89% (bottom quartile). Point 10 Modified duration: 10.96 yrs (bottom quartile). Modified duration: 9.36 yrs (bottom quartile). Modified duration: 8.40 yrs (lower mid). Modified duration: 3.21 yrs (top quartile). Modified duration: 5.91 yrs (upper mid). Bandhan Government Securities Fund - Investment Plan
ICICI Prudential Gilt Fund
Axis Gilt Fund
UTI 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 ₹24.0854
↓ -0.01 ₹583 2.6 3.3 5.1 7.9 8.5 7.81% 4Y 3M 25D 6Y 5D Axis Dynamic Bond Fund Growth ₹31.4595
↑ 0.02 ₹1,015 2.6 4.1 5.3 7.2 7.1 7.26% 5Y 10Y 9M 14D ICICI Prudential Long Term Plan Growth ₹39.0177
↑ 0.03 ₹13,518 2.2 3.1 4.6 7.1 7.2 8.22% 5Y 11M 16D 13Y 7M 28D Nippon India Dynamic Bond Fund Growth ₹39.3148
↑ 0.01 ₹3,925 2.5 3.3 4.2 7.1 7.1 7.49% 3Y 5M 5D 4Y 1M 6D 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 ICICI Prudential Long Term Plan Nippon India Dynamic Bond Fund Point 1 Bottom quartile AUM (₹99 Cr). Bottom quartile AUM (₹583 Cr). Lower mid AUM (₹1,015 Cr). Highest AUM (₹13,518 Cr). Upper mid AUM (₹3,925 Cr). Point 2 Oldest track record among peers (29 yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 1★ (lower mid). Not Rated. Rating: 3★ (upper mid). Top rated. Not 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: 5.12% (lower mid). 1Y return: 5.27% (upper mid). 1Y return: 4.59% (bottom quartile). 1Y return: 4.19% (bottom quartile). Point 6 1M return: 1.43% (top quartile). 1M return: 0.58% (lower mid). 1M return: 0.53% (bottom quartile). 1M return: 0.41% (bottom quartile). 1M return: 0.63% (upper mid). Point 7 Sharpe: 1.19 (top quartile). Sharpe: 0.13 (lower mid). Sharpe: 0.14 (upper mid). Sharpe: -0.02 (bottom quartile). Sharpe: -0.36 (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): 7.81% (upper mid). Yield to maturity (debt): 7.26% (bottom quartile). Yield to maturity (debt): 8.22% (top quartile). Yield to maturity (debt): 7.49% (lower mid). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 4.32 yrs (lower mid). Modified duration: 5.00 yrs (bottom quartile). Modified duration: 5.96 yrs (bottom quartile). Modified duration: 3.43 yrs (upper mid). Franklin India Dynamic Accrual Fund
IIFL Dynamic Bond Fund
Axis Dynamic Bond Fund
ICICI Prudential Long Term Plan
Nippon India 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 (%) Nippon India Large Cap Fund Growth ₹88.3163
↓ -0.36 ₹53,227 -0.6 -1.6 -2.8 11.4 14.6 9.2 JM Core 11 Fund Growth ₹19.6755
↓ -0.01 ₹286 3.7 4.1 -0.3 12.7 13.1 -1.9 ICICI Prudential Bluechip Fund Growth ₹107.21
↓ -0.26 ₹79,421 0.5 -2.9 -2.6 11.7 12.8 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 ₹1,117.62
↓ -4.50 ₹39,024 2.1 -1.8 -2.4 9.8 12.1 7.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund JM Core 11 Fund ICICI Prudential Bluechip Fund IDBI India Top 100 Equity Fund HDFC Top 100 Fund Point 1 Upper mid AUM (₹53,227 Cr). Bottom quartile AUM (₹286 Cr). Highest AUM (₹79,421 Cr). Bottom quartile AUM (₹655 Cr). Lower mid AUM (₹39,024 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (14+ yrs). Oldest track record among peers (29 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.56% (top quartile). 5Y return: 13.12% (upper mid). 5Y return: 12.76% (lower mid). 5Y return: 12.61% (bottom quartile). 5Y return: 12.12% (bottom quartile). Point 6 3Y return: 11.42% (bottom quartile). 3Y return: 12.67% (upper mid). 3Y return: 11.74% (lower mid). 3Y return: 21.88% (top quartile). 3Y return: 9.82% (bottom quartile). Point 7 1Y return: -2.76% (bottom quartile). 1Y return: -0.25% (upper mid). 1Y return: -2.62% (bottom quartile). 1Y return: 15.39% (top quartile). 1Y return: -2.44% (lower mid). Point 8 Alpha: 1.07 (lower mid). Alpha: 2.17 (top quartile). Alpha: -1.21 (bottom quartile). Alpha: 2.11 (upper mid). Alpha: -0.39 (bottom quartile). Point 9 Sharpe: -0.43 (lower mid). Sharpe: -0.23 (upper mid). Sharpe: -0.55 (bottom quartile). Sharpe: 1.09 (top quartile). Sharpe: -0.49 (bottom quartile). Point 10 Information ratio: 0.98 (top quartile). Information ratio: 0.15 (lower mid). Information ratio: 0.85 (upper mid). Information ratio: 0.14 (bottom quartile). Information ratio: 0.08 (bottom quartile). Nippon India Large Cap Fund
JM Core 11 Fund
ICICI Prudential Bluechip Fund
IDBI India Top 100 Equity Fund
HDFC Top 100 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 ₹97.2452
↓ -0.07 ₹37,474 7 6.3 -4.7 18.4 21.3 -12.1 HDFC Mid-Cap Opportunities Fund Growth ₹205.141
↑ 0.38 ₹100,858 4.1 4.3 4.2 18.7 19.2 6.8 Invesco India Mid Cap Fund Growth ₹194.58
↓ -1.01 ₹13,767 8.8 14.5 6.3 23.9 19 6.3 Nippon India Small Cap Fund Growth ₹177.561
↑ 0.36 ₹78,407 5.7 14.9 2.3 16.1 18.4 -4.7 Edelweiss Mid Cap Fund Growth ₹106.583
↓ -0.16 ₹17,748 3.7 7.2 5.2 21.6 17.7 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Invesco India Mid Cap Fund Nippon India Small Cap Fund Edelweiss Mid Cap Fund Point 1 Lower mid AUM (₹37,474 Cr). Highest AUM (₹100,858 Cr). Bottom quartile AUM (₹13,767 Cr). Upper mid AUM (₹78,407 Cr). Bottom quartile AUM (₹17,748 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (19 yrs). Established history (19+ yrs). Established history (15+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 21.29% (top quartile). 5Y return: 19.24% (upper mid). 5Y return: 19.02% (lower mid). 5Y return: 18.36% (bottom quartile). 5Y return: 17.75% (bottom quartile). Point 6 3Y return: 18.44% (bottom quartile). 3Y return: 18.66% (lower mid). 3Y return: 23.94% (top quartile). 3Y return: 16.06% (bottom quartile). 3Y return: 21.57% (upper mid). Point 7 1Y return: -4.73% (bottom quartile). 1Y return: 4.19% (lower mid). 1Y return: 6.26% (top quartile). 1Y return: 2.34% (bottom quartile). 1Y return: 5.25% (upper mid). Point 8 Alpha: -14.72 (bottom quartile). Alpha: -0.56 (lower mid). Alpha: 0.00 (upper mid). Alpha: 3.21 (top quartile). Alpha: -1.09 (bottom quartile). Point 9 Sharpe: -0.71 (bottom quartile). Sharpe: -0.01 (lower mid). Sharpe: 0.19 (top quartile). Sharpe: 0.02 (upper mid). Sharpe: -0.04 (bottom quartile). Point 10 Information ratio: -0.25 (bottom quartile). Information ratio: -0.05 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.27 (bottom quartile). Information ratio: 0.48 (top quartile). Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Invesco India Mid Cap Fund
Nippon India Small Cap Fund
Edelweiss 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 (%) Nippon India Multi Cap Fund Growth ₹295.659
↓ -0.57 ₹54,585 0.1 5.2 -2.5 14.5 18.2 4.1 HDFC Equity Fund Growth ₹2,006.68
↓ -0.88 ₹106,496 2.6 -0.7 1.1 15.9 17.4 11.4 JM Multicap Fund Growth ₹95.9667
↓ -0.03 ₹5,178 4.2 4.4 -1.9 14.4 15.9 -6.8 Mahindra Badhat Yojana Growth ₹37.7183
↓ 0.00 ₹6,926 5.6 9 4.6 16.5 15.2 3.4 ICICI Prudential Multicap Fund Growth ₹838.16
↓ -1.27 ₹18,194 3.4 9.9 4.6 16.4 14.9 5.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Upper mid AUM (₹54,585 Cr). Highest AUM (₹106,496 Cr). Bottom quartile AUM (₹5,178 Cr). Bottom quartile AUM (₹6,926 Cr). Lower mid AUM (₹18,194 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (9+ yrs). Established history (31+ 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: 18.20% (top quartile). 5Y return: 17.37% (upper mid). 5Y return: 15.86% (lower mid). 5Y return: 15.19% (bottom quartile). 5Y return: 14.87% (bottom quartile). Point 6 3Y return: 14.51% (bottom quartile). 3Y return: 15.87% (lower mid). 3Y return: 14.44% (bottom quartile). 3Y return: 16.51% (top quartile). 3Y return: 16.41% (upper mid). Point 7 1Y return: -2.47% (bottom quartile). 1Y return: 1.07% (lower mid). 1Y return: -1.94% (bottom quartile). 1Y return: 4.63% (upper mid). 1Y return: 4.65% (top quartile). Point 8 Alpha: -0.43 (bottom quartile). Alpha: 0.57 (lower mid). Alpha: 0.06 (bottom quartile). Alpha: 4.46 (upper mid). Alpha: 6.49 (top quartile). Point 9 Sharpe: -0.26 (lower mid). Sharpe: -0.28 (bottom quartile). Sharpe: -0.33 (bottom quartile). Sharpe: 0.01 (upper mid). Sharpe: 0.09 (top quartile). Point 10 Information ratio: 0.29 (bottom quartile). Information ratio: 0.87 (top quartile). Information ratio: 0.52 (bottom quartile). Information ratio: 0.64 (upper mid). Information ratio: 0.61 (lower mid). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
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 (%) 2025 (%) SBI PSU Fund Growth ₹34.1868
↓ -0.04 ₹6,684 -6 2.3 5.8 23.3 22.9 11.3 ICICI Prudential Infrastructure Fund Growth ₹199.47
↓ -0.50 ₹8,550 0 7.4 0.4 19.2 22.9 6.7 LIC MF Infrastructure Fund Growth ₹53.4108
↓ -0.10 ₹1,137 4 16.5 5.8 24.5 22.2 -3.7 Nippon India Power and Infra Fund Growth ₹376.558
↓ -0.45 ₹8,043 0.8 17.2 8.6 20.6 21.7 -0.5 DSP India T.I.G.E.R Fund Growth ₹356.825
↓ -0.65 ₹6,264 4.9 20.1 12.6 22.4 21.7 -2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund DSP India T.I.G.E.R Fund Point 1 Lower mid AUM (₹6,684 Cr). Highest AUM (₹8,550 Cr). Bottom quartile AUM (₹1,137 Cr). Upper mid AUM (₹8,043 Cr). Bottom quartile AUM (₹6,264 Cr). Point 2 Established history (16+ yrs). Established history (20+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Not Rated. 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: 22.93% (top quartile). 5Y return: 22.87% (upper mid). 5Y return: 22.24% (lower mid). 5Y return: 21.72% (bottom quartile). 5Y return: 21.69% (bottom quartile). Point 6 3Y return: 23.32% (upper mid). 3Y return: 19.23% (bottom quartile). 3Y return: 24.49% (top quartile). 3Y return: 20.61% (bottom quartile). 3Y return: 22.36% (lower mid). Point 7 1Y return: 5.82% (bottom quartile). 1Y return: 0.42% (bottom quartile). 1Y return: 5.84% (lower mid). 1Y return: 8.61% (upper mid). 1Y return: 12.56% (top quartile). Point 8 Alpha: -0.30 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 8.41 (upper mid). Alpha: 8.81 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.12 (bottom quartile). Sharpe: -0.07 (bottom quartile). Sharpe: 0.22 (lower mid). Sharpe: 0.24 (upper mid). Sharpe: 0.44 (top quartile). Point 10 Information ratio: -0.11 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.58 (top quartile). Information ratio: 0.56 (upper mid). Information ratio: 0.00 (bottom quartile). SBI PSU Fund
ICICI Prudential Infrastructure Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
DSP India T.I.G.E.R Fund
سب سے زیادہ منافع 2022 کے ساتھ بہترین ہائبرڈ میوچل فنڈز
ہائبرڈ فنڈز، جسے بھی کہا جاتا ہے۔متوازن فنڈ قرض اور ایکویٹی دونوں کے مجموعہ میں۔ ڈیٹ ہائبرڈ فنڈ میں ڈیٹ سیکیورٹیز میں سرمایہ کاری کا بڑا حصہ ہوسکتا ہے، اور ایکویٹی ہائبرڈ میں ایکویٹی آلات کا بڑا حصہ ہوگا۔ متوازن فنڈز سرمایہ کاروں کو نہ صرف لطف اندوز ہونے دیتے ہیں۔سرمایہ ترقی، بلکہ حاصلمقررہ آمدنی باقاعدگی سے وقفوں پر.
3 سال کے سب سے زیادہ ریٹرن والے ٹاپ 5 ہائبرڈ ڈیبٹ فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Baroda Pioneer Conservative Hybrid Fund Growth ₹30.2092
↑ 0.02 ₹33 -1.7 -1.2 3.3 9.1 7.8 ICICI Prudential MIP 25 Growth ₹78.9019
↓ 0.00 ₹3,348 1.9 2.2 3.7 8.6 8.4 7.9 SBI Debt Hybrid Fund Growth ₹76.2557
↑ 0.08 ₹10,145 2 3.8 4.3 8.4 8.6 6.7 DSP Regular Savings Fund Growth ₹60.7607
↓ -0.01 ₹179 1.6 1.9 2.9 8.3 7.1 7.2 Aditya Birla Sun Life Regular Savings Fund Growth ₹70.0317
↓ -0.04 ₹1,490 2.2 2.8 4 8 7.8 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 SBI Debt Hybrid Fund DSP Regular Savings Fund Aditya Birla Sun Life Regular Savings Fund Point 1 Bottom quartile AUM (₹33 Cr). Upper mid AUM (₹3,348 Cr). Highest AUM (₹10,145 Cr). Bottom quartile AUM (₹179 Cr). Lower mid AUM (₹1,490 Cr). Point 2 Established history (21+ yrs). Established history (22+ yrs). Oldest track record among peers (25 yrs). Established history (22+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 5★ (upper mid). Rating: 3★ (bottom quartile). Rating: 5★ (lower mid). Point 4 Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 7.83% (lower mid). 5Y return: 8.44% (upper mid). 5Y return: 8.55% (top quartile). 5Y return: 7.14% (bottom quartile). 5Y return: 7.78% (bottom quartile). Point 6 3Y return: 9.05% (top quartile). 3Y return: 8.64% (upper mid). 3Y return: 8.41% (lower mid). 3Y return: 8.32% (bottom quartile). 3Y return: 8.04% (bottom quartile). Point 7 1Y return: 3.31% (bottom quartile). 1Y return: 3.69% (lower mid). 1Y return: 4.31% (top quartile). 1Y return: 2.90% (bottom quartile). 1Y return: 3.97% (upper mid). Point 8 1M return: -1.08% (bottom quartile). 1M return: 0.10% (upper mid). 1M return: 0.00% (lower mid). 1M return: 0.00% (bottom quartile). 1M return: 0.38% (top quartile). Point 9 Alpha: 0.25 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -0.64 (bottom quartile). Alpha: 0.26 (top quartile). Point 10 Sharpe: 0.85 (top quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.10 (upper mid). Sharpe: -0.45 (bottom quartile). Sharpe: -0.26 (lower mid). Baroda Pioneer Conservative Hybrid Fund
ICICI Prudential MIP 25
SBI Debt Hybrid Fund
DSP Regular Savings 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 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.61
↑ 0.05 ₹1,695 3.8 13.9 7.9 17.8 13.7 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 ICICI Prudential Equity and Debt Fund Growth ₹402.27
↓ -0.94 ₹51,481 1.1 1.1 2.5 14.6 16.1 13.3 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund ICICI Prudential Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund Point 1 Lower mid AUM (₹1,695 Cr). Upper mid AUM (₹1,954 Cr). Highest AUM (₹51,481 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (26+ yrs). Established history (9+ yrs). Established history (22+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Top rated. Not Rated. 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: 13.75% (lower mid). 5Y return: 14.20% (upper mid). 5Y return: 16.15% (top quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). Point 6 3Y return: 17.78% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 14.60% (lower mid). 3Y return: 14.43% (bottom quartile). 3Y return: 14.26% (bottom quartile). Point 7 1Y return: 7.91% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: 2.52% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). Point 8 1M return: -0.19% (lower mid). 1M return: 1.80% (upper mid). 1M return: -0.51% (bottom quartile). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 5.81 (upper mid). Alpha: 2.04 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Point 10 Sharpe: 0.17 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
2022 میں 3 سال کے سب سے زیادہ منافع کے ساتھ بہترین گولڈ فنڈز
وہ سرمایہ کار جو میوچل فنڈز کے ذریعے سونے کی نمائش کرنا چاہتے ہیں ترجیح دے سکتے ہیں۔سونے میں سرمایہ کاری کرنا فنڈز گولڈ میوچل فنڈز سونے میں سرمایہ کاری کرتے ہیں۔ETFs (متبادل تجارت شدہ فنڈز)۔ جسمانی سونے کے برعکس، وہ خریدنا اور چھڑانا آسان ہے۔ گزشتہ 3 سالوں میں سب سے زیادہ منافع کے ساتھ گولڈ فنڈز درج ذیل ہیں۔
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Gold Fund Growth ₹41.5386
↓ -0.29 ₹15,294 -4.9 -7.6 43.2 32.3 23.1 71.5 Aditya Birla Sun Life Gold Fund Growth ₹41.2433
↓ -0.31 ₹1,648 -4.8 -7.7 43.4 32.2 22.8 72 ICICI Prudential Regular Gold Savings Fund Growth ₹43.8748
↓ -0.31 ₹6,265 -5 -7.9 42.8 32.2 23 72 HDFC Gold Fund Growth ₹42.3273
↓ -0.31 ₹11,019 -4.9 -7.9 42.7 32.2 22.9 71.3 Nippon India Gold Savings Fund Growth ₹54.233
↓ -0.36 ₹6,854 -4.9 -7.6 42.7 32.1 22.9 71.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Gold Fund Aditya Birla Sun Life Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Nippon India Gold Savings Fund Point 1 Highest AUM (₹15,294 Cr). Bottom quartile AUM (₹1,648 Cr). Bottom quartile AUM (₹6,265 Cr). Upper mid AUM (₹11,019 Cr). Lower mid AUM (₹6,854 Cr). Point 2 Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (15 yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 2★ (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: 23.10% (top quartile). 5Y return: 22.79% (bottom quartile). 5Y return: 22.98% (upper mid). 5Y return: 22.89% (lower mid). 5Y return: 22.85% (bottom quartile). Point 6 3Y return: 32.32% (top quartile). 3Y return: 32.23% (upper mid). 3Y return: 32.20% (lower mid). 3Y return: 32.18% (bottom quartile). 3Y return: 32.06% (bottom quartile). Point 7 1Y return: 43.17% (upper mid). 1Y return: 43.43% (top quartile). 1Y return: 42.83% (lower mid). 1Y return: 42.66% (bottom quartile). 1Y return: 42.72% (bottom quartile). Point 8 1M return: 0.28% (upper mid). 1M return: 0.25% (bottom quartile). 1M return: 0.33% (top quartile). 1M return: 0.27% (bottom quartile). 1M return: 0.28% (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: 1.29 (top quartile). Sharpe: 1.20 (bottom quartile). Sharpe: 1.22 (lower mid). Sharpe: 1.28 (upper mid). Sharpe: 1.19 (bottom quartile). SBI Gold Fund
Aditya Birla Sun Life Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
Nippon India Gold Savings 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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