Sortino stars
Strong downside-adjusted returns (Sortino > 2) at scale.
What this screen looks for
- Sortino ratio above 2
- AUM above ₹1,000 Cr
- Plan is Direct
sortino > 2 AND aum > 1000 AND plan = DirectTop matches by Sortino ratio
20Aditya Birla Sun Life Credit Risk Fund leads this screen at 9.58 Sortino ratio, ahead of Aditya Birla Sun Life Medium Term Fund at 4.44.
22 funds match this screen; the 20 best by Sortino ratio are shown. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Aditya Birla Sun Life Credit Risk Fund Aditya Birla Sun Life | ★★★★★ | +11.9% | +13.0% | +10.9% | 0.80% | ₹1,337Cr |
| 2 | Aditya Birla Sun Life Medium Term Fund Aditya Birla Sun Life | ★★★★★ | +8.4% | +10.5% | +12.7% | 0.83% | ₹3,126Cr |
| 3 | ICICI Prudential Credit Risk Fund ICICI Prudential | ★★★★★ | +7.5% | +9.0% | +8.0% | 0.80% | ₹6,000Cr |
| 4 | Mirae Asset NYSE FANG + ETF Fund of Fund Mirae Asset | ★★★★★ | +46.3% | +59.0% | +36.5% | 0.04% | ₹2,418Cr |
| 5 | SBI Credit Risk Fund SBI | ★★☆☆☆ | +7.8% | +8.5% | +7.7% | 0.90% | ₹2,138Cr |
| 6 | Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund Nippon India | ★★★★☆ | +6.2% | +7.4% | — | 0.15% | ₹2,955Cr |
| 7 | Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-APR 2027 Index Fund Aditya Birla Sun Life | ★★★☆☆ | +6.1% | +7.4% | — | 0.21% | ₹1,385Cr |
| 8 | Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund Aditya Birla Sun Life | ★★★☆☆ | +5.9% | +7.4% | — | 0.21% | ₹3,286Cr |
| 9 | Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund Aditya Birla Sun Life | ★★★☆☆ | +5.9% | +7.2% | +6.0% | 0.21% | ₹7,712Cr |
| 10 | WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital | ★★★★☆ | +9.2% | +16.5% | — | 0.65% | ₹7,308Cr |
| 11 | Kotak Medium Term Fund Kotak Mahindra | ★★★☆☆ | +6.1% | +8.9% | +7.3% | 0.67% | ₹1,821Cr |
| 12 | HDFC Developed World Overseas Equity Passive FOF HDFC | ★★★★☆ | +23.4% | +26.4% | +17.0% | 0.21% | ₹1,633Cr |
| 13 | Nippon India Taiwan Equity Fund Nippon India | ★★★★☆ | +128.1% | +63.8% | — | 1.06% | ₹1,110Cr |
| 14 | HDFC Pharma and Healthcare Fund HDFC | ★★★★★ | +25.6% | +29.8% | — | 1.03% | ₹2,282Cr |
| 15 | Motilal Oswal Nasdaq 100 Fund of Fund Motilal Oswal | ★★★★☆ | +41.2% | +38.9% | +24.5% | 0.19% | ₹7,878Cr |
| 16 | Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund Edelweiss | ★★★☆☆ | +6.0% | +7.4% | +6.2% | 0.25% | ₹2,175Cr |
| 17 | Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Kotak Mahindra | ★★★★☆ | +6.0% | +7.5% | — | 0.20% | ₹6,718Cr |
| 18 | DSP World Gold Mining Overseas Equity Omni FoF DSP | ★★★☆☆ | +28.4% | +56.6% | +30.4% | 1.75% | ₹1,695Cr |
| 19 | DSP Corporate Bond Fund DSP | ★★★★☆ | +6.0% | +7.4% | +6.1% | 0.29% | ₹3,036Cr |
| 20 | Axis CRISIL IBX SDL May 2027 Index Fund Axis | ★★★★☆ | +6.0% | +7.5% | — | 0.15% | ₹1,987Cr |
NAV data as of 05 Oct 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.