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فنکاش »باہمی چندہ »ٹاپ رینکڈ میوچل فنڈز

رسک ایپیٹیٹ کے مطابق ٹاپ رینکڈ میوچل فنڈز

Updated on November 8, 2026 , 7709 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 (%)2025 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Axis Liquid Fund Growth ₹3,161.09
↑ 0.56 		₹53,4701.53.26.56.96.66.37%1M 19D1M 19D Liquid Fund
Edelweiss Liquid Fund Growth ₹3,629.46
↑ 0.96 		₹11,7411.53.26.56.86.56.52%2M 1D2M 1D Liquid Fund
DSP Liquidity Fund Growth ₹4,051.5
↑ 0.71 		₹24,7261.53.26.56.86.56.24%1M 2D Liquid Fund
UTI Liquid Cash Plan Growth ₹465.516
↑ 0.08 		₹27,4531.53.26.56.86.56.39%1M 19D1M 19D Liquid Fund
Invesco India Liquid Fund Growth ₹3,900
↑ 0.69 		₹22,3951.53.26.56.86.56.35%1M 17D1M 17D Liquid Fund
Aditya Birla Sun Life Liquid Fund Growth ₹457.15
↑ 0.08 		₹61,1671.53.26.46.86.56.53%1M 28D1M 28D Liquid Fund
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAxis Liquid FundEdelweiss Liquid FundDSP Liquidity FundUTI Liquid Cash PlanInvesco India Liquid FundAditya Birla Sun Life Liquid Fund
Point 1Upper mid AUM (₹53,470 Cr).Bottom quartile AUM (₹11,741 Cr).Lower mid AUM (₹24,726 Cr).Upper mid AUM (₹27,453 Cr).Bottom quartile AUM (₹22,395 Cr).Highest AUM (₹61,167 Cr).
Point 2Established history (17+ yrs).Established history (19+ yrs).Established history (20+ yrs).Oldest track record among peers (22 yrs).Established history (19+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (upper mid).
Point 4Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.Risk profile: Low.
Point 51Y return: 6.50% (top quartile).1Y return: 6.48% (upper mid).1Y return: 6.46% (upper mid).1Y return: 6.45% (lower mid).1Y return: 6.45% (bottom quartile).1Y return: 6.43% (bottom quartile).
Point 61M return: 0.48% (upper mid).1M return: 0.48% (upper mid).1M return: 0.47% (lower mid).1M return: 0.49% (top quartile).1M return: 0.47% (bottom quartile).1M return: 0.46% (bottom quartile).
Point 7Sharpe: 3.18 (top quartile).Sharpe: 3.04 (bottom quartile).Sharpe: 3.10 (upper mid).Sharpe: 3.12 (upper mid).Sharpe: 3.08 (lower mid).Sharpe: 2.91 (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): 6.37% (lower mid).Yield to maturity (debt): 6.52% (upper mid).Yield to maturity (debt): 6.24% (bottom quartile).Yield to maturity (debt): 6.39% (upper mid).Yield to maturity (debt): 6.35% (bottom quartile).Yield to maturity (debt): 6.53% (top quartile).
Point 10Modified duration: 0.14 yrs (upper mid).Modified duration: 0.17 yrs (bottom quartile).Modified duration: 0.09 yrs (top quartile).Modified duration: 0.14 yrs (lower mid).Modified duration: 0.13 yrs (upper mid).Modified duration: 0.16 yrs (bottom quartile).

Axis Liquid Fund

  • Upper mid AUM (₹53,470 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Low.
  • 1Y return: 6.50% (top quartile).
  • 1M return: 0.48% (upper mid).
  • Sharpe: 3.18 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.37% (lower mid).
  • Modified duration: 0.14 yrs (upper mid).

Edelweiss Liquid Fund

  • Bottom quartile AUM (₹11,741 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.48% (upper mid).
  • 1M return: 0.48% (upper mid).
  • Sharpe: 3.04 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.52% (upper mid).
  • Modified duration: 0.17 yrs (bottom quartile).

DSP Liquidity Fund

  • Lower mid AUM (₹24,726 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 6.46% (upper mid).
  • 1M return: 0.47% (lower mid).
  • Sharpe: 3.10 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.24% (bottom quartile).
  • Modified duration: 0.09 yrs (top quartile).

UTI Liquid Cash Plan

  • Upper mid AUM (₹27,453 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Low.
  • 1Y return: 6.45% (lower mid).
  • 1M return: 0.49% (top quartile).
  • Sharpe: 3.12 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.39% (upper mid).
  • Modified duration: 0.14 yrs (lower mid).

Invesco India Liquid Fund

  • Bottom quartile AUM (₹22,395 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.45% (bottom quartile).
  • 1M return: 0.47% (bottom quartile).
  • Sharpe: 3.08 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.35% (bottom quartile).
  • Modified duration: 0.13 yrs (upper mid).

Aditya Birla Sun Life Liquid Fund

  • Highest AUM (₹61,167 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 6.43% (bottom quartile).
  • 1M return: 0.46% (bottom quartile).
  • Sharpe: 2.91 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 6.53% (top quartile).
  • Modified duration: 0.16 yrs (bottom quartile).

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2025 (%)Debt Yield (YTM)Mod. DurationEff. MaturitySub Cat.
Bandhan Banking & PSU Debt Fund Growth ₹26.4101
↑ 0.02 		₹11,8930.72.956.77.17.01%1Y 2M 23D1Y 5M 16D Banking & PSU Debt
ICICI Prudential Short Term Fund Growth ₹64.7002
↑ 0.01 		₹18,8900.52.74.9788.06%2Y 8M 19D4Y 7M 20D Short term Bond
Bandhan Corporate Bond Fund Growth ₹20.6004
↑ 0.01 		₹13,5120.42.74.86.87.47.29%1Y 6M1Y 9M 7D Corporate Bond
ICICI Prudential Corporate Bond Fund Growth ₹32.0552
↑ 0.01 		₹28,3850.32.74.8787.83%3Y 4M 20D5Y 11M 1D Corporate Bond
HDFC Short Term Debt Fund Growth ₹34.316
↑ 0.02 		₹14,2190.42.64.577.87.9%2Y 3M2Y 10M 28D Short term Bond
Kotak Corporate Bond Fund Standard Growth ₹4,030.31
↑ 3.47 		₹14,7910.42.64.26.97.87.77%2Y 8M 8D4Y 10M 17D Corporate Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryBandhan Banking & PSU Debt FundICICI Prudential Short Term FundBandhan Corporate Bond FundICICI Prudential Corporate Bond FundHDFC Short Term Debt FundKotak Corporate Bond Fund Standard
Point 1Bottom quartile AUM (₹11,893 Cr).Upper mid AUM (₹18,890 Cr).Bottom quartile AUM (₹13,512 Cr).Highest AUM (₹28,385 Cr).Lower mid AUM (₹14,219 Cr).Upper mid AUM (₹14,791 Cr).
Point 2Established history (13+ yrs).Oldest track record among peers (25 yrs).Established history (10+ yrs).Established history (17+ yrs).Established history (16+ yrs).Established history (19+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Not Rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 4★ (upper mid).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 51Y return: 5.04% (top quartile).1Y return: 4.92% (upper mid).1Y return: 4.80% (upper mid).1Y return: 4.78% (lower mid).1Y return: 4.51% (bottom quartile).1Y return: 4.19% (bottom quartile).
Point 61M return: 0.38% (bottom quartile).1M return: 0.47% (upper mid).1M return: 0.31% (bottom quartile).1M return: 0.53% (upper mid).1M return: 0.44% (lower mid).1M return: 0.53% (top quartile).
Point 7Sharpe: -0.07 (top quartile).Sharpe: -0.11 (upper mid).Sharpe: -0.11 (upper mid).Sharpe: -0.12 (lower mid).Sharpe: -0.27 (bottom quartile).Sharpe: -0.45 (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): 7.01% (bottom quartile).Yield to maturity (debt): 8.06% (top quartile).Yield to maturity (debt): 7.29% (bottom quartile).Yield to maturity (debt): 7.83% (upper mid).Yield to maturity (debt): 7.90% (upper mid).Yield to maturity (debt): 7.77% (lower mid).
Point 10Modified duration: 1.23 yrs (top quartile).Modified duration: 2.72 yrs (bottom quartile).Modified duration: 1.50 yrs (upper mid).Modified duration: 3.39 yrs (bottom quartile).Modified duration: 2.25 yrs (upper mid).Modified duration: 2.69 yrs (lower mid).

Bandhan Banking & PSU Debt Fund

  • Bottom quartile AUM (₹11,893 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.04% (top quartile).
  • 1M return: 0.38% (bottom quartile).
  • Sharpe: -0.07 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.01% (bottom quartile).
  • Modified duration: 1.23 yrs (top quartile).

ICICI Prudential Short Term Fund

  • Upper mid AUM (₹18,890 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 4.92% (upper mid).
  • 1M return: 0.47% (upper mid).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.06% (top quartile).
  • Modified duration: 2.72 yrs (bottom quartile).

Bandhan Corporate Bond Fund

  • Bottom quartile AUM (₹13,512 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderate.
  • 1Y return: 4.80% (upper mid).
  • 1M return: 0.31% (bottom quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 7.29% (bottom quartile).
  • Modified duration: 1.50 yrs (upper mid).

ICICI Prudential Corporate Bond Fund

  • Highest AUM (₹28,385 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.78% (lower mid).
  • 1M return: 0.53% (upper mid).
  • Sharpe: -0.12 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 7.83% (upper mid).
  • Modified duration: 3.39 yrs (bottom quartile).

HDFC Short Term Debt Fund

  • Lower mid AUM (₹14,219 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.51% (bottom quartile).
  • 1M return: 0.44% (lower mid).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.90% (upper mid).
  • Modified duration: 2.25 yrs (upper mid).

Kotak Corporate Bond Fund Standard

  • Upper mid AUM (₹14,791 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 4.19% (bottom quartile).
  • 1M return: 0.53% (top quartile).
  • Sharpe: -0.45 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.77% (lower mid).
  • Modified duration: 2.69 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 (%)2025 (%)Sub Cat.
Aditya Birla Sun Life Medium Term Plan Growth ₹44.0051
↑ 0.06 		₹3,3700.53.27.49.711.910.9 Medium term Bond
Kotak Medium Term Fund Growth ₹24.5858
↑ 0.02 		₹1,9120.22.94.87.76.38.9 Medium term Bond
ICICI Prudential Medium Term Bond Fund Growth ₹48.8521
↑ 0.05 		₹5,3310.63.45.87.76.79 Medium term Bond
Axis Strategic Bond Fund Growth ₹30.2955
↑ 0.04 		₹1,9720.63.15.47.66.68.2 Medium term Bond
Bandhan Government Securities Fund - Investment Plan Growth ₹37.6952
↑ 0.01 		₹1,6860.246.77.55.83.7 Government Bond
HDFC Medium Term Debt Fund Growth ₹60.6364
↑ 0.05 		₹3,4990.53.15.27.16.17.7 Medium term Bond
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Medium Term PlanKotak Medium Term FundICICI Prudential Medium Term Bond FundAxis Strategic Bond FundBandhan Government Securities Fund - Investment PlanHDFC Medium Term Debt Fund
Point 1Upper mid AUM (₹3,370 Cr).Bottom quartile AUM (₹1,912 Cr).Highest AUM (₹5,331 Cr).Lower mid AUM (₹1,972 Cr).Bottom quartile AUM (₹1,686 Cr).Upper mid AUM (₹3,499 Cr).
Point 2Established history (17+ yrs).Established history (12+ yrs).Established history (22+ yrs).Established history (14+ yrs).Established history (17+ yrs).Oldest track record among peers (24 yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderate.
Point 51Y return: 7.41% (top quartile).1Y return: 4.83% (bottom quartile).1Y return: 5.83% (upper mid).1Y return: 5.44% (lower mid).1Y return: 6.66% (upper mid).1Y return: 5.24% (bottom quartile).
Point 61M return: 0.59% (upper mid).1M return: 0.50% (lower mid).1M return: 0.62% (upper mid).1M return: 0.64% (top quartile).1M return: 0.43% (bottom quartile).1M return: 0.44% (bottom quartile).
Point 7Sharpe: 0.92 (top quartile).Sharpe: 0.01 (bottom quartile).Sharpe: 0.34 (upper mid).Sharpe: 0.13 (lower mid).Sharpe: 0.36 (upper mid).Sharpe: 0.08 (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): 7.99% (bottom quartile).Yield to maturity (debt): 8.46% (upper mid).Yield to maturity (debt): 8.29% (lower mid).Yield to maturity (debt): 8.72% (top quartile).Yield to maturity (debt): 5.29% (bottom quartile).Yield to maturity (debt): 8.65% (upper mid).
Point 10Modified duration: 2.44 yrs (upper mid).Modified duration: 2.77 yrs (lower mid).Modified duration: 3.03 yrs (bottom quartile).Modified duration: 3.08 yrs (bottom quartile).Modified duration: 0.79 yrs (top quartile).Modified duration: 2.16 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

  • Upper mid AUM (₹3,370 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderate.
  • 1Y return: 7.41% (top quartile).
  • 1M return: 0.59% (upper mid).
  • Sharpe: 0.92 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.99% (bottom quartile).
  • Modified duration: 2.44 yrs (upper mid).

Kotak Medium Term Fund

  • Bottom quartile AUM (₹1,912 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 4.83% (bottom quartile).
  • 1M return: 0.50% (lower mid).
  • Sharpe: 0.01 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.46% (upper mid).
  • Modified duration: 2.77 yrs (lower mid).

ICICI Prudential Medium Term Bond Fund

  • Highest AUM (₹5,331 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.83% (upper mid).
  • 1M return: 0.62% (upper mid).
  • Sharpe: 0.34 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 8.29% (lower mid).
  • Modified duration: 3.03 yrs (bottom quartile).

Axis Strategic Bond Fund

  • Lower mid AUM (₹1,972 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 1Y return: 5.44% (lower mid).
  • 1M return: 0.64% (top quartile).
  • Sharpe: 0.13 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 8.72% (top quartile).
  • Modified duration: 3.08 yrs (bottom quartile).

Bandhan Government Securities Fund - Investment Plan

  • Bottom quartile AUM (₹1,686 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 1Y return: 6.66% (upper mid).
  • 1M return: 0.43% (bottom quartile).
  • Sharpe: 0.36 (upper mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 5.29% (bottom quartile).
  • Modified duration: 0.79 yrs (top quartile).

HDFC Medium Term Debt Fund

  • Upper mid AUM (₹3,499 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 5.24% (bottom quartile).
  • 1M return: 0.44% (bottom quartile).
  • Sharpe: 0.08 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 8.65% (upper mid).
  • Modified duration: 2.16 yrs (upper mid).

اعلی رسک والے سرمایہ کاروں کے لیے ٹاپ رینکڈ میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)Sub Cat.
Motilal Oswal Midcap 30 Fund  Growth ₹102.924
↑ 0.08 		₹40,2080.59.20.316.917.5-12.1 Mid Cap
Invesco India Mid Cap Fund Growth ₹197.02
↑ 0.52 		₹15,749-1.556.521.616.66.3 Mid Cap
HDFC Mid-Cap Opportunities Fund Growth ₹204.603
↑ 0.94 		₹101,856-4.21.11.915.316.56.8 Mid Cap
Nippon India Small Cap Fund Growth ₹177.616
↑ 1.59 		₹80,906-3.70.95.312.616-4.7 Small Cap
Invesco India Growth Opportunities Fund Growth ₹112.96
↑ 0.42 		₹12,1781.610.21021.415.74.7 Large & Mid Cap
HDFC Equity Fund Growth ₹2,127.72
↑ 8.87 		₹108,54728.13.816.815.611.4 Multi Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Nov 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Invesco India Mid Cap FundHDFC Mid-Cap Opportunities FundNippon India Small Cap FundInvesco India Growth Opportunities FundHDFC Equity Fund
Point 1Lower mid AUM (₹40,208 Cr).Bottom quartile AUM (₹15,749 Cr).Upper mid AUM (₹101,856 Cr).Upper mid AUM (₹80,906 Cr).Bottom quartile AUM (₹12,178 Cr).Highest AUM (₹108,547 Cr).
Point 2Established history (12+ yrs).Established history (19+ yrs).Established history (19+ yrs).Established history (16+ yrs).Established history (19+ yrs).Oldest track record among peers (31 yrs).
Point 3Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Top rated.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: Moderately High.
Point 55Y return: 17.52% (top quartile).5Y return: 16.55% (upper mid).5Y return: 16.49% (upper mid).5Y return: 15.99% (lower mid).5Y return: 15.73% (bottom quartile).5Y return: 15.65% (bottom quartile).
Point 63Y return: 16.88% (upper mid).3Y return: 21.61% (top quartile).3Y return: 15.33% (bottom quartile).3Y return: 12.62% (bottom quartile).3Y return: 21.44% (upper mid).3Y return: 16.76% (lower mid).
Point 71Y return: 0.29% (bottom quartile).1Y return: 6.46% (upper mid).1Y return: 1.89% (bottom quartile).1Y return: 5.32% (upper mid).1Y return: 9.97% (top quartile).1Y return: 3.81% (lower mid).
Point 8Alpha: -3.81 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: -1.28 (bottom quartile).Alpha: 1.80 (upper mid).Alpha: 7.80 (top quartile).Alpha: -0.68 (lower mid).
Point 9Sharpe: -0.12 (bottom quartile).Sharpe: 0.17 (upper mid).Sharpe: -0.02 (lower mid).Sharpe: 0.25 (top quartile).Sharpe: 0.14 (upper mid).Sharpe: -0.35 (bottom quartile).
Point 10Information ratio: 0.24 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.21 (lower mid).Information ratio: -0.03 (bottom quartile).Information ratio: 1.34 (top quartile).Information ratio: 0.94 (upper mid).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹40,208 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.52% (top quartile).
  • 3Y return: 16.88% (upper mid).
  • 1Y return: 0.29% (bottom quartile).
  • Alpha: -3.81 (bottom quartile).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: 0.24 (upper mid).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹15,749 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.55% (upper mid).
  • 3Y return: 21.61% (top quartile).
  • 1Y return: 6.46% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.17 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Upper mid AUM (₹101,856 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.49% (upper mid).
  • 3Y return: 15.33% (bottom quartile).
  • 1Y return: 1.89% (bottom quartile).
  • Alpha: -1.28 (bottom quartile).
  • Sharpe: -0.02 (lower mid).
  • Information ratio: 0.21 (lower mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹80,906 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.99% (lower mid).
  • 3Y return: 12.62% (bottom quartile).
  • 1Y return: 5.32% (upper mid).
  • Alpha: 1.80 (upper mid).
  • Sharpe: 0.25 (top quartile).
  • Information ratio: -0.03 (bottom quartile).

Invesco India Growth Opportunities Fund

  • Bottom quartile AUM (₹12,178 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.73% (bottom quartile).
  • 3Y return: 21.44% (upper mid).
  • 1Y return: 9.97% (top quartile).
  • Alpha: 7.80 (top quartile).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: 1.34 (top quartile).

HDFC Equity Fund

  • Highest AUM (₹108,547 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.65% (bottom quartile).
  • 3Y return: 16.76% (lower mid).
  • 1Y return: 3.81% (lower mid).
  • Alpha: -0.68 (lower mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.94 (upper mid).

میوچل فنڈز میں آن لائن سرمایہ کاری کیسے کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

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Disclaimer:
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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