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رسک ایپیٹیٹ کے مطابق ٹاپ رینکڈ میوچل فنڈز

Updated on November 5, 2025 , 7137 views

جبکہسرمایہ کاریسرمایہ کار ہمیشہ سب سے اوپر کی تلاش کرتے ہیں۔باہمی چندہ ایک متوازن پورٹ فولیو بنانے اور بہتر منافع کمانے کے لیے۔ پورٹ فولیو میں اعلیٰ کارکردگی کا مظاہرہ کرنے والے فنڈز کا انتخاب اور اضافہ کرنا ایک ضروری عمل ہے۔میوچل فنڈز میں سرمایہ کاری. یہ سرمایہ کاری کے مخصوص مقصد کو پورا کرنے کا ایک اسٹریٹجک طریقہ بھی ہے۔ سرمایہ کاروں کے لیے سرمایہ کاری کے عمل کو آسان اور آسان بنانے کے لیے، ہم نے سرمایہ کاروں کے لیے اعلیٰ درجہ کے میوچل فنڈز کو شارٹ لسٹ کیا ہے۔خطرے کی بھوک. خطرے سے بچنے والے سرمایہ کار ہوں، کم خطرہ مول لینے والے، اعتدال پسند خطرہ مول لینے والے سے لے کر زیادہ خطرہ لینے والے، سرمایہ کار سرمایہ کاری میں خطرے کو برداشت کرنے کی اپنی صلاحیت کے مطابق سرمایہ کاری کر سکتے ہیں۔

تاہم، سرمایہ کار آزادانہ طور پر فنڈز کا انتخاب بھی کر سکتے ہیں، یہ خود تجزیہ کرکے ہے۔ یہاں وہ سرفہرست پیرامیٹرز ہیں جن پر سرمایہ کاروں کو تلاش کرتے وقت غور کرنے کی ضرورت ہے۔بہترین کارکردگی کا مظاہرہ کرنے والے میوچل فنڈز.

Risk-appetite

سرمایہ کاری کے لیے بہترین میوچل فنڈز - انتخاب کا معیار

سرمایہ کار اس کا تعین کر سکتے ہیں۔ٹاپ میوچل فنڈز خود کی طرف سے سرمایہ کاری کرنے کے لئے. ایسا کرنے کے لیے، آپ کو مختلف پیرامیٹرز پر غور کرنے کی ضرورت ہے، جو اسکیموں کی صلاحیت کا تعین کرتے ہیں۔ ہندوستان میں تمام اعلی درجے کی میوچل فنڈ اسکیمیں یہ خصوصیات رکھتی ہیں، جس کی وجہ سے وہ پورٹ فولیو میں ضروری اسکیمیں بنتی ہیں۔

فنڈ کی کارکردگی

سرمایہ کاروں کو فنڈ کی کارکردگی کا ایک عرصے سے جائزہ لینا چاہیے۔ ایسی اسکیم پر جانے کا مشورہ دیا جاتا ہے جو 4-5 سال سے زیادہ عرصے تک اس کے بینچ مارک کو مسلسل ہرا دیتی ہے۔ مزید یہ کہ، کسی کو ہر مدت کو دیکھنا چاہیے، اگر فنڈ اپنے معیار کو مات دینے کے قابل ہے۔

فنڈ مینیجر

فنڈ مینیجر مجموعی طور پر فنڈ کی کارکردگی میں اہم کردار ادا کرتا ہے۔ لہذا، آپ کو معلوم ہونا چاہیے کہ آپ جس اسکیم میں سرمایہ کاری کرنا چاہتے ہیں اس کا فنڈ مینیجر کون ہے اور اس کا ماضی کا ٹریک ریکارڈ۔ سرمایہ کاروں کو فنڈ مینیجر کے زیر انتظام فنڈ کی کارکردگی کا تجزیہ کرنا چاہیے۔ ٹاپ رینکڈ میوچل فنڈ میں زیادہ تر فنڈ مینیجر ہوتا ہے جو اپنے کیریئر میں مستقل مزاجی سے کام کرتا ہے۔

اخراجات کا تناسب

وہ اسکیمیں جو اعلیٰ کارکردگی کا مظاہرہ کرتی ہیں ان میں اخراجات کا تناسب کم یا زیادہ ہوسکتا ہے، لیکن اسکیمیں سرمایہ کاری کے قابل ہیں۔ اخراجات کا تناسب انتظامی فیس، آپریٹنگ اخراجات وغیرہ جیسے چارجز ہیں، جو کہ اثاثہ جات مینجمنٹ کمپنی (اے ایم سی)۔ کئی بار، سرمایہ کار ایک ایسے فنڈ کے لیے جاتے ہیں جس کے اخراجات کا تناسب کم ہوتا ہے، لیکن یہ ایسی چیز ہے جسے دوسرے اہم عوامل جیسے کہ فنڈ کی کارکردگی وغیرہ کو پیچھے نہیں چھوڑنا چاہیے۔

اثاثہ کا سائز

اعلیٰ کارکردگی کا مظاہرہ کرنے والی اسکیم کا انتخاب کرتے وقت، یہ تجویز کیا جاتا ہے کہ اس کے لیے جائیں جس کی AUM (اثاثہ جات کے تحت) تقریباً زمرہ کے برابر ہے۔

پریشانی سے پاک سرمایہ کاری کے خواہاں سرمایہ کار، 2022 میں سرمایہ کاری کے لیے بہترین میوچل فنڈز یہ ہیں۔ زمرہ کی درجہ بندی کے مطابق ان فنڈز کو شارٹ لسٹ کیا گیا ہے۔

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خطرے سے بچنے والے سرمایہ کاروں کے لیے ٹاپ رینکڈ میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Aditya Birla Sun Life Savings Fund Growth ₹561.536
↑ 0.05
₹21,5211.63.57.77.57.96.76%5M 8D6M 11D Ultrashort Bond
ICICI Prudential Ultra Short Term Fund Growth ₹28.3402
↑ 0.01
₹16,9801.53.47.37.27.56.66%4M 20D7M 2D Ultrashort Bond
SBI Magnum Ultra Short Duration Fund Growth ₹6,107.83
↑ 1.26
₹15,5251.53.27.17.27.46.22%5M 8D6M Ultrashort Bond
Kotak Savings Fund Growth ₹43.8075
↑ 0.01
₹15,6671.43.2777.26.41%5M 8D5M 23D Ultrashort Bond
Nippon India Ultra Short Duration Fund Growth ₹4,115.7
↑ 0.42
₹11,0761.43.2777.26.72%5M 12D8M 1D Ultrashort Bond
Axis Liquid Fund Growth ₹2,966.76
↑ 0.48
₹37,1221.436.777.45.9%1M 9D1M 11D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Savings FundICICI Prudential Ultra Short Term FundSBI Magnum Ultra Short Duration FundKotak Savings FundNippon India Ultra Short Duration FundAxis Liquid Fund
Point 1Upper mid AUM (₹21,521 Cr).Upper mid AUM (₹16,980 Cr).Bottom quartile AUM (₹15,525 Cr).Lower mid AUM (₹15,667 Cr).Bottom quartile AUM (₹11,076 Cr).Highest AUM (₹37,122 Cr).
Point 2Established history (22+ yrs).Established history (14+ yrs).Oldest track record among peers (26 yrs).Established history (21+ yrs).Established history (23+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Low.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 7.69% (top quartile).1Y return: 7.27% (upper mid).1Y return: 7.12% (upper mid).1Y return: 6.98% (lower mid).1Y return: 6.95% (bottom quartile).1Y return: 6.72% (bottom quartile).
Point 61M return: 0.53% (top quartile).1M return: 0.51% (upper mid).1M return: 0.47% (lower mid).1M return: 0.48% (upper mid).1M return: 0.46% (bottom quartile).1M return: 0.47% (bottom quartile).
Point 7Sharpe: 3.66 (top quartile).Sharpe: 2.88 (upper mid).Sharpe: 2.74 (lower mid).Sharpe: 2.02 (bottom quartile).Sharpe: 2.31 (bottom quartile).Sharpe: 3.41 (upper mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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 9Yield to maturity (debt): 6.76% (top quartile).Yield to maturity (debt): 6.66% (upper mid).Yield to maturity (debt): 6.22% (bottom quartile).Yield to maturity (debt): 6.41% (lower mid).Yield to maturity (debt): 6.72% (upper mid).Yield to maturity (debt): 5.90% (bottom quartile).
Point 10Modified duration: 0.44 yrs (upper mid).Modified duration: 0.39 yrs (upper mid).Modified duration: 0.44 yrs (lower mid).Modified duration: 0.44 yrs (bottom quartile).Modified duration: 0.45 yrs (bottom quartile).Modified duration: 0.11 yrs (top quartile).

Aditya Birla Sun Life Savings Fund

  • Upper mid AUM (₹21,521 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.69% (top quartile).
  • 1M return: 0.53% (top quartile).
  • Sharpe: 3.66 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.76% (top quartile).
  • Modified duration: 0.44 yrs (upper mid).

ICICI Prudential Ultra Short Term Fund

  • Upper mid AUM (₹16,980 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.27% (upper mid).
  • 1M return: 0.51% (upper mid).
  • Sharpe: 2.88 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.66% (upper mid).
  • Modified duration: 0.39 yrs (upper mid).

SBI Magnum Ultra Short Duration Fund

  • Bottom quartile AUM (₹15,525 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.12% (upper mid).
  • 1M return: 0.47% (lower mid).
  • Sharpe: 2.74 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.22% (bottom quartile).
  • Modified duration: 0.44 yrs (lower mid).

Kotak Savings Fund

  • Lower mid AUM (₹15,667 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 6.98% (lower mid).
  • 1M return: 0.48% (upper mid).
  • Sharpe: 2.02 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.41% (lower mid).
  • Modified duration: 0.44 yrs (bottom quartile).

Nippon India Ultra Short Duration Fund

  • Bottom quartile AUM (₹11,076 Cr).
  • Established history (23+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.95% (bottom quartile).
  • 1M return: 0.46% (bottom quartile).
  • Sharpe: 2.31 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.72% (upper mid).
  • Modified duration: 0.45 yrs (bottom quartile).

Axis Liquid Fund

  • Highest AUM (₹37,122 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.72% (bottom quartile).
  • 1M return: 0.47% (bottom quartile).
  • Sharpe: 3.41 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.90% (bottom quartile).
  • Modified duration: 0.11 yrs (top quartile).

کم سے اعتدال پسند سرمایہ کاروں کے لیے ٹاپ رینکڈ میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Axis Short Term Fund Growth ₹31.7195
↑ 0.01
₹12,1291.53.48.67.886.89%2Y 5M 23D3Y 2M 12D Short term Bond
Nippon India Prime Debt Fund Growth ₹61.5028
↑ 0.01
₹10,0421.43.18.48.18.46.81%3Y 6M 7D4Y 7M 20D Corporate Bond
SBI Short Term Debt Fund Growth ₹32.9346
↑ 0.00
₹16,3871.53.38.37.77.77.02%2Y 9M 14D3Y 5M 26D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹3,868.27
↑ 0.70
₹17,6121.53.28.37.88.37.01%3Y 3M5Y 1M 6D Corporate Bond
HDFC Short Term Debt Fund Growth ₹32.8363
↑ 0.01
₹17,9991.53.48.388.36.94%2Y 3M 7D3Y 5M 12D Short term Bond
ICICI Prudential Corporate Bond Fund Growth ₹30.5916
↑ 0.00
₹33,5741.63.38.37.987%3Y 18D5Y 9M 18D Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Short Term FundNippon India Prime Debt FundSBI Short Term Debt FundKotak Corporate Bond Fund Standard HDFC Short Term Debt FundICICI Prudential Corporate Bond Fund
Point 1Bottom quartile AUM (₹12,129 Cr).Bottom quartile AUM (₹10,042 Cr).Lower mid AUM (₹16,387 Cr).Upper mid AUM (₹17,612 Cr).Upper mid AUM (₹17,999 Cr).Highest AUM (₹33,574 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (25 yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (15+ yrs).Established history (16+ yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 8.63% (top quartile).1Y return: 8.42% (upper mid).1Y return: 8.32% (upper mid).1Y return: 8.31% (lower mid).1Y return: 8.27% (bottom quartile).1Y return: 8.27% (bottom quartile).
Point 61M return: 0.59% (upper mid).1M return: 0.58% (lower mid).1M return: 0.60% (upper mid).1M return: 0.51% (bottom quartile).1M return: 0.63% (top quartile).1M return: 0.56% (bottom quartile).
Point 7Sharpe: 1.56 (top quartile).Sharpe: 1.00 (bottom quartile).Sharpe: 1.26 (lower mid).Sharpe: 1.05 (bottom quartile).Sharpe: 1.33 (upper mid).Sharpe: 1.36 (upper mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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 9Yield to maturity (debt): 6.89% (bottom quartile).Yield to maturity (debt): 6.81% (bottom quartile).Yield to maturity (debt): 7.02% (top quartile).Yield to maturity (debt): 7.01% (upper mid).Yield to maturity (debt): 6.94% (lower mid).Yield to maturity (debt): 7.00% (upper mid).
Point 10Modified duration: 2.48 yrs (upper mid).Modified duration: 3.52 yrs (bottom quartile).Modified duration: 2.79 yrs (upper mid).Modified duration: 3.25 yrs (bottom quartile).Modified duration: 2.27 yrs (top quartile).Modified duration: 3.05 yrs (lower mid).

Axis Short Term Fund

  • Bottom quartile AUM (₹12,129 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.63% (top quartile).
  • 1M return: 0.59% (upper mid).
  • Sharpe: 1.56 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.89% (bottom quartile).
  • Modified duration: 2.48 yrs (upper mid).

Nippon India Prime Debt Fund

  • Bottom quartile AUM (₹10,042 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.42% (upper mid).
  • 1M return: 0.58% (lower mid).
  • Sharpe: 1.00 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.81% (bottom quartile).
  • Modified duration: 3.52 yrs (bottom quartile).

SBI Short Term Debt Fund

  • Lower mid AUM (₹16,387 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.32% (upper mid).
  • 1M return: 0.60% (upper mid).
  • Sharpe: 1.26 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.02% (top quartile).
  • Modified duration: 2.79 yrs (upper mid).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹17,612 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.31% (lower mid).
  • 1M return: 0.51% (bottom quartile).
  • Sharpe: 1.05 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.01% (upper mid).
  • Modified duration: 3.25 yrs (bottom quartile).

HDFC Short Term Debt Fund

  • Upper mid AUM (₹17,999 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 1Y return: 8.27% (bottom quartile).
  • 1M return: 0.63% (top quartile).
  • Sharpe: 1.33 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.94% (lower mid).
  • Modified duration: 2.27 yrs (top quartile).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹33,574 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.27% (bottom quartile).
  • 1M return: 0.56% (bottom quartile).
  • Sharpe: 1.36 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.00% (upper mid).
  • Modified duration: 3.05 yrs (lower mid).

اعتدال پسند سے اعلیٰ سرمایہ کاروں کے لیے اعلیٰ درجہ کے میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹40.9703
↓ -0.01
₹2,8761.83.911.39.712.510.5 Medium term Bond
Axis Strategic Bond Fund Growth ₹28.7332
↑ 0.00
₹1,9021.73.38.78.26.78.7 Medium term Bond
Kotak Medium Term Fund Growth ₹23.4532
↑ 0.01
₹1,8322.248.78.26.49 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹46.1602
↑ 0.02
₹5,73923.99.18.16.78 Medium term Bond
SBI Magnum Medium Duration Fund Growth ₹52.3114
↑ 0.02
₹6,5161.52.787.96.18.1 Medium term Bond
ICICI Prudential Gilt Fund Growth ₹104.182
↓ -0.02
₹9,1450.71.47.27.86.18.2 Government Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanAxis Strategic Bond FundKotak Medium Term FundICICI Prudential Medium Term Bond FundSBI Magnum Medium Duration FundICICI Prudential Gilt Fund
Point 1Lower mid AUM (₹2,876 Cr).Bottom quartile AUM (₹1,902 Cr).Bottom quartile AUM (₹1,832 Cr).Upper mid AUM (₹5,739 Cr).Upper mid AUM (₹6,516 Cr).Highest AUM (₹9,145 Cr).
Point 2Established history (16+ yrs).Established history (13+ yrs).Established history (11+ yrs).Established history (21+ yrs).Established history (22+ yrs).Oldest track record among peers (26 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 11.30% (top quartile).1Y return: 8.70% (lower mid).1Y return: 8.72% (upper mid).1Y return: 9.09% (upper mid).1Y return: 7.96% (bottom quartile).1Y return: 7.23% (bottom quartile).
Point 61M return: 0.64% (top quartile).1M return: 0.59% (upper mid).1M return: 0.58% (lower mid).1M return: 0.54% (bottom quartile).1M return: 0.59% (upper mid).1M return: 0.02% (bottom quartile).
Point 7Sharpe: 2.36 (top quartile).Sharpe: 1.24 (upper mid).Sharpe: 1.09 (lower mid).Sharpe: 1.49 (upper mid).Sharpe: 0.64 (bottom quartile).Sharpe: 0.13 (bottom quartile).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).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 9Yield to maturity (debt): 7.51% (bottom quartile).Yield to maturity (debt): 7.82% (upper mid).Yield to maturity (debt): 7.85% (top quartile).Yield to maturity (debt): 7.85% (upper mid).Yield to maturity (debt): 7.57% (lower mid).Yield to maturity (debt): 7.21% (bottom quartile).
Point 10Modified duration: 3.38 yrs (upper mid).Modified duration: 3.33 yrs (upper mid).Modified duration: 3.40 yrs (lower mid).Modified duration: 3.32 yrs (top quartile).Modified duration: 3.69 yrs (bottom quartile).Modified duration: 6.18 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

  • Lower mid AUM (₹2,876 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 11.30% (top quartile).
  • 1M return: 0.64% (top quartile).
  • Sharpe: 2.36 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.51% (bottom quartile).
  • Modified duration: 3.38 yrs (upper mid).

Axis Strategic Bond Fund

  • Bottom quartile AUM (₹1,902 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 8.70% (lower mid).
  • 1M return: 0.59% (upper mid).
  • Sharpe: 1.24 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.82% (upper mid).
  • Modified duration: 3.33 yrs (upper mid).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,832 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 8.72% (upper mid).
  • 1M return: 0.58% (lower mid).
  • Sharpe: 1.09 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.85% (top quartile).
  • Modified duration: 3.40 yrs (lower mid).

ICICI Prudential Medium Term Bond Fund

  • Upper mid AUM (₹5,739 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 9.09% (upper mid).
  • 1M return: 0.54% (bottom quartile).
  • Sharpe: 1.49 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.85% (upper mid).
  • Modified duration: 3.32 yrs (top quartile).

SBI Magnum Medium Duration Fund

  • Upper mid AUM (₹6,516 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 7.96% (bottom quartile).
  • 1M return: 0.59% (upper mid).
  • Sharpe: 0.64 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.57% (lower mid).
  • Modified duration: 3.69 yrs (bottom quartile).

ICICI Prudential Gilt Fund

  • Highest AUM (₹9,145 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 7.23% (bottom quartile).
  • 1M return: 0.02% (bottom quartile).
  • Sharpe: 0.13 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.21% (bottom quartile).
  • Modified duration: 6.18 yrs (bottom quartile).

اعلی رسک والے سرمایہ کاروں کے لیے ٹاپ رینکڈ میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Nippon India Small Cap Fund Growth ₹168.648
↓ -0.40
₹64,8211.39.5-5.521.931.826.1 Small Cap
Motilal Oswal Midcap 30 Fund  Growth ₹102.625
↓ -0.16
₹34,7801.58.3-3.824.531.457.1 Mid Cap
HDFC Small Cap Fund Growth ₹142.019
↓ -0.36
₹36,2941.916-0.321.729.820.4 Small Cap
Nippon India Multi Cap Fund Growth ₹301.362
↑ 0.02
₹46,2161.88.92.521.429.125.8 Multi Cap
HDFC Mid-Cap Opportunities Fund Growth ₹200.806
↑ 0.36
₹83,1055.212.46.724.828.728.6 Mid Cap
Edelweiss Mid Cap Fund Growth ₹102.908
↑ 0.49
₹11,2973.711.13.223.82838.9 Mid Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25

Research Highlights & Commentary of 6 Funds showcased

CommentaryNippon India Small Cap FundMotilal Oswal Midcap 30 Fund HDFC Small Cap FundNippon India Multi Cap FundHDFC Mid-Cap Opportunities FundEdelweiss Mid Cap Fund
Point 1Upper mid AUM (₹64,821 Cr).Bottom quartile AUM (₹34,780 Cr).Lower mid AUM (₹36,294 Cr).Upper mid AUM (₹46,216 Cr).Highest AUM (₹83,105 Cr).Bottom quartile AUM (₹11,297 Cr).
Point 2Established history (15+ yrs).Established history (11+ yrs).Established history (17+ yrs).Oldest track record among peers (20 yrs).Established history (18+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 31.84% (top quartile).5Y return: 31.44% (upper mid).5Y return: 29.82% (upper mid).5Y return: 29.06% (lower mid).5Y return: 28.74% (bottom quartile).5Y return: 27.96% (bottom quartile).
Point 63Y return: 21.88% (lower mid).3Y return: 24.54% (upper mid).3Y return: 21.72% (bottom quartile).3Y return: 21.40% (bottom quartile).3Y return: 24.78% (top quartile).3Y return: 23.80% (upper mid).
Point 71Y return: -5.46% (bottom quartile).1Y return: -3.84% (bottom quartile).1Y return: -0.33% (lower mid).1Y return: 2.50% (upper mid).1Y return: 6.72% (top quartile).1Y return: 3.20% (upper mid).
Point 8Alpha: -2.55 (bottom quartile).Alpha: 4.99 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 3.10 (lower mid).Alpha: 3.39 (upper mid).Alpha: 3.95 (upper mid).
Point 9Sharpe: -0.65 (bottom quartile).Sharpe: -0.18 (top quartile).Sharpe: -0.33 (lower mid).Sharpe: -0.38 (bottom quartile).Sharpe: -0.28 (upper mid).Sharpe: -0.28 (upper mid).
Point 10Information ratio: 0.10 (bottom quartile).Information ratio: 0.57 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 1.10 (top quartile).Information ratio: 0.88 (upper mid).Information ratio: 0.39 (lower mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹64,821 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.84% (top quartile).
  • 3Y return: 21.88% (lower mid).
  • 1Y return: -5.46% (bottom quartile).
  • Alpha: -2.55 (bottom quartile).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.10 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Bottom quartile AUM (₹34,780 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.44% (upper mid).
  • 3Y return: 24.54% (upper mid).
  • 1Y return: -3.84% (bottom quartile).
  • Alpha: 4.99 (top quartile).
  • Sharpe: -0.18 (top quartile).
  • Information ratio: 0.57 (upper mid).

HDFC Small Cap Fund

  • Lower mid AUM (₹36,294 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.82% (upper mid).
  • 3Y return: 21.72% (bottom quartile).
  • 1Y return: -0.33% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹46,216 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.06% (lower mid).
  • 3Y return: 21.40% (bottom quartile).
  • 1Y return: 2.50% (upper mid).
  • Alpha: 3.10 (lower mid).
  • Sharpe: -0.38 (bottom quartile).
  • Information ratio: 1.10 (top quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,105 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.74% (bottom quartile).
  • 3Y return: 24.78% (top quartile).
  • 1Y return: 6.72% (top quartile).
  • Alpha: 3.39 (upper mid).
  • Sharpe: -0.28 (upper mid).
  • Information ratio: 0.88 (upper mid).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,297 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 27.96% (bottom quartile).
  • 3Y return: 23.80% (upper mid).
  • 1Y return: 3.20% (upper mid).
  • Alpha: 3.95 (upper mid).
  • Sharpe: -0.28 (upper mid).
  • Information ratio: 0.39 (lower mid).

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