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ফিনক্যাশ »যৌথ পুঁজি »SIP এর জন্য সেরা মিউচুয়াল ফান্ড

এসআইপি 2022 - 2023 এর জন্য ভারতের সেরা মিউচুয়াল ফান্ড

Updated on May 21, 2026 , 25323 views

একটি পদ্ধতিগতবিনিয়োগ পরিকল্পনা (চুমুক) সবচেয়ে কার্যকর উপায় বলে মনে করা হয়মিউচুয়াল ফান্ডে বিনিয়োগ করুনবিশেষ করে দীর্ঘ সময়ের জন্য-মেয়াদী পরিকল্পনা. এটি বিনিয়োগকারীদের দীর্ঘমেয়াদী সঞ্চয় পরিকল্পনা বাস্তবায়নের জন্য প্রতি মাসে একটি নির্দিষ্ট তারিখে একটি ইউনিট কেনার অনুমতি দেয়। বিনিয়োগকারীদের প্রতি স্বাচ্ছন্দ্য বোধ করার একটি কারণবিনিয়োগ এসআইপি-তে তারা যে নমনীয়তা দেয় তা। বিনিয়োগকারীরা পারেনএসআইপিতে বিনিয়োগ করুন হয় মাসিক, ত্রৈমাসিক বা সাপ্তাহিকভিত্তি, তাদের সুবিধা অনুযায়ী। আসুন আমরা কীভাবে তাদের অর্জন করতে পারি সে সম্পর্কে আরও জানুনআর্থিক লক্ষ্য পদ্ধতিগত বিনিয়োগ পরিকল্পনা সহ, কিভাবেচুমুক ক্যালকুলেটর বিনিয়োগে সহায়ক, সহসেরা মিউচুয়াল ফান্ড SIP এর জন্য ভারতে।

SIP- আর্থিক লক্ষ্য অর্জনের সর্বোত্তম উপায়

এসআইপি এমনভাবে ডিজাইন করা হয়েছে যাতে কেউ সহজেই তাদের বিনিয়োগের পূর্ব পরিকল্পনা করতে পারে এবং তাদের আর্থিক লক্ষ্য অনুযায়ী বিনিয়োগ করতে পারে। কিন্তু, এসআইপি-এর মাধ্যমে লক্ষ্য অর্জনের জন্য একজনকে দীর্ঘ সময়ের জন্য বিনিয়োগ করতে হবে। সাধারণত, SIP ব্যাপকভাবে লক্ষ্য পরিকল্পনার জন্য ব্যবহৃত হয় যেমন-

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  • একটি গাড়ি কেনা
  • একটি বাড়ি কেনা
  • বিবাহ
  • সন্তানের শিক্ষা
  • একটি আন্তর্জাতিক ভ্রমণের জন্য সংরক্ষণ করুন
  • অবসর
  • মেডিকেল ইমার্জেন্সি ইত্যাদি

কেউ ন্যূনতম INR 500 এবং INR 1000 পরিমাণের সাথে SIP-এ বিনিয়োগ শুরু করতে পারেন৷ একবার আপনি SIP-এ বিনিয়োগ শুরু করলে আপনার টাকা প্রতিদিন যেতে শুরু করবে কারণ এটি স্টকের সংস্পর্শে আসবে৷বাজার. সেজন্য রুট হিসেবে SIP-কে বেশিরভাগ ক্ষেত্রেই পছন্দ করা হয়ইক্যুইটি ফান্ড. অধিকন্তু, ঐতিহাসিকভাবে, ইক্যুইটি স্টকগুলিতে বিনিয়োগ অন্যান্য সমস্ত সম্পদ শ্রেণীর মধ্যে চিত্তাকর্ষক রিটার্ন দিয়েছে, যদি বিনিয়োগটি শৃঙ্খলার সাথে এবং দীর্ঘমেয়াদী দিগন্তের সাথে করা হয়।

ইক্যুইটিতে এসআইপি বাজারের সময় নির্ধারণের ঝুঁকি এড়াতে এবং বিনিয়োগের খরচ গড় করে সম্পদ তৈরির সুবিধা দেয়। আসুন আরও কিছু তাকানSIP এর সুবিধা যা দীর্ঘমেয়াদী লক্ষ্য অর্জনে সাহায্য করে:

  • যৌগিক শক্তি- সাধারণ সুদ হল যখন আপনি শুধুমাত্র মূলের উপর সুদ পান। চক্রবৃদ্ধি সুদের ক্ষেত্রে, সুদের পরিমাণ মূলে যোগ করা হয়, এবং সুদের নতুন মূল (পুরাতন মূল এবং লাভ) এর উপর গণনা করা হয়। এই প্রক্রিয়া প্রতিবার চলতে থাকে। যেহেতু এসআইপি ইনযৌথ পুঁজি কিস্তিতে আছে, সেগুলি চক্রবৃদ্ধি করা হয়, যা প্রাথমিকভাবে বিনিয়োগ করা যোগফলকে আরও যোগ করে।

  • ঝুঁকি হ্রাস- প্রদত্ত যে একটি SIP দীর্ঘ সময়ের মধ্যে ছড়িয়ে পড়ে, একজন স্টক মার্কেটের সমস্ত সময়কাল, উত্থান এবং আরও গুরুত্বপূর্ণভাবে মন্দা দেখা দেয়। মন্দার সময়ে, যখন ভয় বেশির ভাগ বিনিয়োগকারীকে ধরে ফেলে, তখন SIP কিস্তি বিনিয়োগকারীদের "নিম্ন" কেনা নিশ্চিত করে।

  • SIP এর সুবিধা- সুবিধা হল একটি SIP এর সবচেয়ে বড় সুবিধাগুলির মধ্যে একটি৷ একজন ব্যবহারকারীকে একবার সাইন আপ করতে হবে এবং ডকুমেন্টেশনের মাধ্যমে যেতে হবে। একবার হয়ে গেলে, তারপরে পরবর্তী বিনিয়োগের জন্য ডেবিট স্বয়ংক্রিয়ভাবে সঞ্চালিত হয় এবংবিনিয়োগকারী শুধু বিনিয়োগ নিরীক্ষণ করতে হবে।

SIP 2022 - 2023-এর জন্য ভারতের সেরা মিউচুয়াল ফান্ড

এসআইপির জন্য সেরা লার্জ ক্যাপ ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹87.9176
↑ 0.33 		₹51,690 100 -5.4-6.2014.915.79.2
Invesco India Largecap Fund Growth ₹67.7
↑ 0.30 		₹1,722 100 -2.8-5.20.214.612.65.5
ICICI Prudential Bluechip Fund Growth ₹106.14
↑ 0.43 		₹75,650 100 -6.4-8.2-1.814.513.711.3
DSP TOP 100 Equity Growth ₹451.276
↑ 1.33 		₹7,192 500 -5.8-7.1-3.614.111.38.4
Bandhan Large Cap Fund Growth ₹75.184
↑ 0.21 		₹2,007 100 -4.9-61.113.6128.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundInvesco India Largecap FundICICI Prudential Bluechip FundDSP TOP 100 EquityBandhan Large Cap Fund
Point 1Upper mid AUM (₹51,690 Cr).Bottom quartile AUM (₹1,722 Cr).Highest AUM (₹75,650 Cr).Lower mid AUM (₹7,192 Cr).Bottom quartile AUM (₹2,007 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (18+ yrs).Oldest track record among peers (23 yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 15.72% (top quartile).5Y return: 12.61% (lower mid).5Y return: 13.72% (upper mid).5Y return: 11.30% (bottom quartile).5Y return: 11.99% (bottom quartile).
Point 63Y return: 14.91% (top quartile).3Y return: 14.60% (upper mid).3Y return: 14.54% (lower mid).3Y return: 14.11% (bottom quartile).3Y return: 13.62% (bottom quartile).
Point 71Y return: 0.04% (lower mid).1Y return: 0.18% (upper mid).1Y return: -1.80% (bottom quartile).1Y return: -3.59% (bottom quartile).1Y return: 1.11% (top quartile).
Point 8Alpha: 1.61 (top quartile).Alpha: 1.01 (lower mid).Alpha: -1.90 (bottom quartile).Alpha: -4.44 (bottom quartile).Alpha: 1.34 (upper mid).
Point 9Sharpe: -0.07 (top quartile).Sharpe: -0.11 (lower mid).Sharpe: -0.29 (bottom quartile).Sharpe: -0.47 (bottom quartile).Sharpe: -0.09 (upper mid).
Point 10Information ratio: 1.16 (top quartile).Information ratio: 0.75 (lower mid).Information ratio: 0.86 (upper mid).Information ratio: 0.62 (bottom quartile).Information ratio: 0.66 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹51,690 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.72% (top quartile).
  • 3Y return: 14.91% (top quartile).
  • 1Y return: 0.04% (lower mid).
  • Alpha: 1.61 (top quartile).
  • Sharpe: -0.07 (top quartile).
  • Information ratio: 1.16 (top quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,722 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.61% (lower mid).
  • 3Y return: 14.60% (upper mid).
  • 1Y return: 0.18% (upper mid).
  • Alpha: 1.01 (lower mid).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.75 (lower mid).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹75,650 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.72% (upper mid).
  • 3Y return: 14.54% (lower mid).
  • 1Y return: -1.80% (bottom quartile).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.86 (upper mid).

DSP TOP 100 Equity

  • Lower mid AUM (₹7,192 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.30% (bottom quartile).
  • 3Y return: 14.11% (bottom quartile).
  • 1Y return: -3.59% (bottom quartile).
  • Alpha: -4.44 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: 0.62 (bottom quartile).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,007 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.99% (bottom quartile).
  • 3Y return: 13.62% (bottom quartile).
  • 1Y return: 1.11% (top quartile).
  • Alpha: 1.34 (upper mid).
  • Sharpe: -0.09 (upper mid).
  • Information ratio: 0.66 (bottom quartile).

এসআইপির জন্য সেরা মাল্টি ক্যাপ ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹35.95
↓ -0.03 		₹1,158 1,000 6.58.416.722.314.53.5
ICICI Prudential Multicap Fund Growth ₹832.31
↑ 0.30 		₹16,997 100 3.447.119.916.75.7
Mahindra Badhat Yojana Growth ₹36.4341
↑ 0.02 		₹6,439 500 1.51.17.319.516.73.4
Nippon India Multi Cap Fund Growth ₹296.597
↑ 0.57 		₹52,634 100 -0.9-1.92.919.120.34.1
Motilal Oswal Multicap 35 Fund Growth ₹55.9154
↑ 0.16 		₹12,770 500 -2.7-10.2-5.918.211.8-5.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundICICI Prudential Multicap FundMahindra Badhat YojanaNippon India Multi Cap FundMotilal Oswal Multicap 35 Fund
Point 1Bottom quartile AUM (₹1,158 Cr).Upper mid AUM (₹16,997 Cr).Bottom quartile AUM (₹6,439 Cr).Highest AUM (₹52,634 Cr).Lower mid AUM (₹12,770 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (31 yrs).Established history (9+ yrs).Established history (21+ yrs).Established history (12+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Not Rated.Rating: 2★ (lower mid).Top rated.
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 14.46% (bottom quartile).5Y return: 16.72% (lower mid).5Y return: 16.74% (upper mid).5Y return: 20.30% (top quartile).5Y return: 11.77% (bottom quartile).
Point 63Y return: 22.26% (top quartile).3Y return: 19.87% (upper mid).3Y return: 19.50% (lower mid).3Y return: 19.08% (bottom quartile).3Y return: 18.18% (bottom quartile).
Point 71Y return: 16.68% (top quartile).1Y return: 7.07% (lower mid).1Y return: 7.33% (upper mid).1Y return: 2.89% (bottom quartile).1Y return: -5.89% (bottom quartile).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 1.73 (upper mid).Alpha: 3.76 (top quartile).Alpha: 1.17 (lower mid).Alpha: -6.56 (bottom quartile).
Point 9Sharpe: 0.76 (top quartile).Sharpe: 0.19 (lower mid).Sharpe: 0.30 (upper mid).Sharpe: 0.16 (bottom quartile).Sharpe: -0.37 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.63 (top quartile).Information ratio: 0.62 (upper mid).Information ratio: 0.54 (lower mid).Information ratio: 0.45 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,158 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.46% (bottom quartile).
  • 3Y return: 22.26% (top quartile).
  • 1Y return: 16.68% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.76 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

ICICI Prudential Multicap Fund

  • Upper mid AUM (₹16,997 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.72% (lower mid).
  • 3Y return: 19.87% (upper mid).
  • 1Y return: 7.07% (lower mid).
  • Alpha: 1.73 (upper mid).
  • Sharpe: 0.19 (lower mid).
  • Information ratio: 0.63 (top quartile).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,439 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.74% (upper mid).
  • 3Y return: 19.50% (lower mid).
  • 1Y return: 7.33% (upper mid).
  • Alpha: 3.76 (top quartile).
  • Sharpe: 0.30 (upper mid).
  • Information ratio: 0.62 (upper mid).

Nippon India Multi Cap Fund

  • Highest AUM (₹52,634 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.30% (top quartile).
  • 3Y return: 19.08% (bottom quartile).
  • 1Y return: 2.89% (bottom quartile).
  • Alpha: 1.17 (lower mid).
  • Sharpe: 0.16 (bottom quartile).
  • Information ratio: 0.54 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹12,770 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.77% (bottom quartile).
  • 3Y return: 18.18% (bottom quartile).
  • 1Y return: -5.89% (bottom quartile).
  • Alpha: -6.56 (bottom quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.45 (bottom quartile).

এসআইপির জন্য সেরা মিড ক্যাপ ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential MidCap Fund Growth ₹337.65
↑ 0.34 		₹7,557 100 5.6919.926.82011.1
BNP Paribas Mid Cap Fund Growth ₹108.995
↓ -0.25 		₹2,389 300 3.64.411.421.417.42.5
TATA Mid Cap Growth Fund Growth ₹445.562
↓ -0.31 		₹5,604 150 -0.40.38.419.816.85.8
Aditya Birla Sun Life Midcap Fund Growth ₹803.97
↑ 1.89 		₹6,290 1,000 1.80.96.119.316.84.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential MidCap FundBNP Paribas Mid Cap FundTATA Mid Cap Growth FundAditya Birla Sun Life Midcap Fund
Point 1Highest AUM (₹7,557 Cr).Bottom quartile AUM (₹2,389 Cr).Lower mid AUM (₹5,604 Cr).Upper mid AUM (₹6,290 Cr).
Point 2Established history (21+ yrs).Established history (20+ yrs).Oldest track record among peers (31 yrs).Established history (23+ yrs).
Point 3Rating: 2★ (lower mid).Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 19.99% (top quartile).5Y return: 17.42% (upper mid).5Y return: 16.78% (lower mid).5Y return: 16.77% (bottom quartile).
Point 63Y return: 26.76% (top quartile).3Y return: 21.39% (upper mid).3Y return: 19.80% (lower mid).3Y return: 19.31% (bottom quartile).
Point 71Y return: 19.94% (top quartile).1Y return: 11.36% (upper mid).1Y return: 8.41% (lower mid).1Y return: 6.09% (bottom quartile).
Point 8Alpha: 11.02 (top quartile).Alpha: 1.99 (upper mid).Alpha: -0.51 (lower mid).Alpha: -2.10 (bottom quartile).
Point 9Sharpe: 0.85 (top quartile).Sharpe: 0.46 (upper mid).Sharpe: 0.32 (lower mid).Sharpe: 0.24 (bottom quartile).
Point 10Information ratio: 0.64 (top quartile).Information ratio: -0.52 (upper mid).Information ratio: -0.64 (bottom quartile).Information ratio: -0.61 (lower mid).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,557 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.99% (top quartile).
  • 3Y return: 26.76% (top quartile).
  • 1Y return: 19.94% (top quartile).
  • Alpha: 11.02 (top quartile).
  • Sharpe: 0.85 (top quartile).
  • Information ratio: 0.64 (top quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,389 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 17.42% (upper mid).
  • 3Y return: 21.39% (upper mid).
  • 1Y return: 11.36% (upper mid).
  • Alpha: 1.99 (upper mid).
  • Sharpe: 0.46 (upper mid).
  • Information ratio: -0.52 (upper mid).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹5,604 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.78% (lower mid).
  • 3Y return: 19.80% (lower mid).
  • 1Y return: 8.41% (lower mid).
  • Alpha: -0.51 (lower mid).
  • Sharpe: 0.32 (lower mid).
  • Information ratio: -0.64 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,290 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.77% (bottom quartile).
  • 3Y return: 19.31% (bottom quartile).
  • 1Y return: 6.09% (bottom quartile).
  • Alpha: -2.10 (bottom quartile).
  • Sharpe: 0.24 (bottom quartile).
  • Information ratio: -0.61 (lower mid).

এসআইপির জন্য সেরা ছোট ক্যাপ ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Small Cap Fund Growth ₹276.232
↑ 1.16 		₹3,563 100 8.35.510.920.218.10.4
Nippon India Small Cap Fund Growth ₹172.727
↑ 0.05 		₹72,673 100 62.75.82021.2-4.7
DSP Small Cap Fund  Growth ₹204.147
↓ -0.13 		₹17,906 500 4.94.79.419.718.3-2.8
Aditya Birla Sun Life Small Cap Fund Growth ₹90.4121
↓ -0.18 		₹5,253 1,000 6.54.99.717.714.2-3.7
IDBI Small Cap Fund Growth ₹31.349
↑ 0.05 		₹660 500 9.45.27.117.517.9-13.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySundaram Small Cap FundNippon India Small Cap FundDSP Small Cap Fund Aditya Birla Sun Life Small Cap FundIDBI Small Cap Fund
Point 1Bottom quartile AUM (₹3,563 Cr).Highest AUM (₹72,673 Cr).Upper mid AUM (₹17,906 Cr).Lower mid AUM (₹5,253 Cr).Bottom quartile AUM (₹660 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (8+ yrs).
Point 3Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Top rated.Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 18.10% (lower mid).5Y return: 21.22% (top quartile).5Y return: 18.27% (upper mid).5Y return: 14.18% (bottom quartile).5Y return: 17.92% (bottom quartile).
Point 63Y return: 20.24% (top quartile).3Y return: 20.01% (upper mid).3Y return: 19.65% (lower mid).3Y return: 17.73% (bottom quartile).3Y return: 17.55% (bottom quartile).
Point 71Y return: 10.93% (top quartile).1Y return: 5.83% (bottom quartile).1Y return: 9.42% (lower mid).1Y return: 9.71% (upper mid).1Y return: 7.14% (bottom quartile).
Point 8Alpha: 5.65 (top quartile).Alpha: 0.91 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 1.25 (upper mid).
Point 9Sharpe: 0.48 (upper mid).Sharpe: 0.29 (bottom quartile).Sharpe: 0.60 (top quartile).Sharpe: 0.46 (lower mid).Sharpe: 0.30 (bottom quartile).
Point 10Information ratio: -0.23 (bottom quartile).Information ratio: -0.16 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.45 (bottom quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,563 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.10% (lower mid).
  • 3Y return: 20.24% (top quartile).
  • 1Y return: 10.93% (top quartile).
  • Alpha: 5.65 (top quartile).
  • Sharpe: 0.48 (upper mid).
  • Information ratio: -0.23 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹72,673 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.22% (top quartile).
  • 3Y return: 20.01% (upper mid).
  • 1Y return: 5.83% (bottom quartile).
  • Alpha: 0.91 (lower mid).
  • Sharpe: 0.29 (bottom quartile).
  • Information ratio: -0.16 (lower mid).

DSP Small Cap Fund 

  • Upper mid AUM (₹17,906 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.27% (upper mid).
  • 3Y return: 19.65% (lower mid).
  • 1Y return: 9.42% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.60 (top quartile).
  • Information ratio: 0.00 (top quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹5,253 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.18% (bottom quartile).
  • 3Y return: 17.73% (bottom quartile).
  • 1Y return: 9.71% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.46 (lower mid).
  • Information ratio: 0.00 (upper mid).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹660 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.92% (bottom quartile).
  • 3Y return: 17.55% (bottom quartile).
  • 1Y return: 7.14% (bottom quartile).
  • Alpha: 1.25 (upper mid).
  • Sharpe: 0.30 (bottom quartile).
  • Information ratio: -0.45 (bottom quartile).

SIP এর জন্য সেরা ELSS (ট্যাক্স সেভিং মিউচুয়াল ফান্ড)

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹52.8259
↓ -0.13 		₹4,659 500 8.11.24.322.618.2-9.1
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹485 500 9.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 		₹1,318 500 1.215.435.520.617.4
SBI Magnum Tax Gain Fund Growth ₹425.892
↑ 1.99 		₹31,094 500 -4.8-4.9-0.419.617.36.6
BNP Paribas Long Term Equity Fund (ELSS) Growth ₹95.3817
↑ 0.17 		₹887 500 -2.9-3.93.616.912.64.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundIDBI Equity Advantage FundHDFC Long Term Advantage FundSBI Magnum Tax Gain FundBNP Paribas Long Term Equity Fund (ELSS)
Point 1Upper mid AUM (₹4,659 Cr).Bottom quartile AUM (₹485 Cr).Lower mid AUM (₹1,318 Cr).Highest AUM (₹31,094 Cr).Bottom quartile AUM (₹887 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Oldest track record among peers (25 yrs).Established history (19+ yrs).Established history (20+ yrs).
Point 3Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 18.17% (top quartile).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (upper mid).5Y return: 17.29% (lower mid).5Y return: 12.64% (bottom quartile).
Point 63Y return: 22.64% (top quartile).3Y return: 20.84% (upper mid).3Y return: 20.64% (lower mid).3Y return: 19.56% (bottom quartile).3Y return: 16.93% (bottom quartile).
Point 71Y return: 4.28% (lower mid).1Y return: 16.92% (upper mid).1Y return: 35.51% (top quartile).1Y return: -0.39% (bottom quartile).1Y return: 3.57% (bottom quartile).
Point 8Alpha: 11.45 (top quartile).Alpha: 1.78 (lower mid).Alpha: 1.75 (bottom quartile).Alpha: -1.51 (bottom quartile).Alpha: 2.00 (upper mid).
Point 9Sharpe: 0.48 (lower mid).Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).Sharpe: -0.11 (bottom quartile).Sharpe: 0.12 (bottom quartile).
Point 10Information ratio: 0.80 (upper mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 1.48 (top quartile).Information ratio: 0.66 (lower mid).

Motilal Oswal Long Term Equity Fund

  • Upper mid AUM (₹4,659 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.17% (top quartile).
  • 3Y return: 22.64% (top quartile).
  • 1Y return: 4.28% (lower mid).
  • Alpha: 11.45 (top quartile).
  • Sharpe: 0.48 (lower mid).
  • Information ratio: 0.80 (upper mid).

IDBI Equity Advantage Fund

  • Bottom quartile AUM (₹485 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.97% (bottom quartile).
  • 3Y return: 20.84% (upper mid).
  • 1Y return: 16.92% (upper mid).
  • Alpha: 1.78 (lower mid).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

  • Lower mid AUM (₹1,318 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (upper mid).
  • 3Y return: 20.64% (lower mid).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (bottom quartile).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹31,094 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (lower mid).
  • 3Y return: 19.56% (bottom quartile).
  • 1Y return: -0.39% (bottom quartile).
  • Alpha: -1.51 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 1.48 (top quartile).

BNP Paribas Long Term Equity Fund (ELSS)

  • Bottom quartile AUM (₹887 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.64% (bottom quartile).
  • 3Y return: 16.93% (bottom quartile).
  • 1Y return: 3.57% (bottom quartile).
  • Alpha: 2.00 (upper mid).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: 0.66 (lower mid).

SIP এর জন্য সেরা সেক্টর ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹111.467
↓ -0.05 		₹2,343 500 2.917.325.724.617.617.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹63.01
↓ -0.09 		₹755 1,000 6.18.317.225.421.77.8
DSP India T.I.G.E.R Fund Growth ₹351.575
↓ -0.13 		₹5,789 500 8.211.115.92724.4-2.5
SBI Magnum COMMA Fund Growth ₹117.252
↑ 0.05 		₹1,081 500 2.910.215.321.412.912.3
SBI Healthcare Opportunities Fund Growth ₹470.636
↑ 3.34 		₹4,323 500 11.89.312.227.616-3.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundBOI AXA Manufacturing and Infrastructure FundDSP India T.I.G.E.R FundSBI Magnum COMMA FundSBI Healthcare Opportunities Fund
Point 1Lower mid AUM (₹2,343 Cr).Bottom quartile AUM (₹755 Cr).Highest AUM (₹5,789 Cr).Bottom quartile AUM (₹1,081 Cr).Upper mid AUM (₹4,323 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (20+ yrs).Established history (21+ yrs).
Point 3Top rated.Not Rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 17.65% (lower mid).5Y return: 21.65% (upper mid).5Y return: 24.40% (top quartile).5Y return: 12.89% (bottom quartile).5Y return: 16.01% (bottom quartile).
Point 63Y return: 24.64% (bottom quartile).3Y return: 25.35% (lower mid).3Y return: 27.04% (upper mid).3Y return: 21.39% (bottom quartile).3Y return: 27.60% (top quartile).
Point 71Y return: 25.68% (top quartile).1Y return: 17.23% (upper mid).1Y return: 15.94% (lower mid).1Y return: 15.32% (bottom quartile).1Y return: 12.17% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 1.36 (top quartile).Alpha: -1.64 (bottom quartile).
Point 9Sharpe: 1.74 (top quartile).Sharpe: 0.90 (lower mid).Sharpe: 0.68 (bottom quartile).Sharpe: 0.91 (upper mid).Sharpe: -0.03 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: -0.08 (bottom quartile).Information ratio: -0.12 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Lower mid AUM (₹2,343 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 17.65% (lower mid).
  • 3Y return: 24.64% (bottom quartile).
  • 1Y return: 25.68% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.74 (top quartile).
  • Information ratio: 0.00 (top quartile).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹755 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 21.65% (upper mid).
  • 3Y return: 25.35% (lower mid).
  • 1Y return: 17.23% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.90 (lower mid).
  • Information ratio: 0.00 (upper mid).

DSP India T.I.G.E.R Fund

  • Highest AUM (₹5,789 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 24.40% (top quartile).
  • 3Y return: 27.04% (upper mid).
  • 1Y return: 15.94% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.68 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹1,081 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 12.89% (bottom quartile).
  • 3Y return: 21.39% (bottom quartile).
  • 1Y return: 15.32% (bottom quartile).
  • Alpha: 1.36 (top quartile).
  • Sharpe: 0.91 (upper mid).
  • Information ratio: -0.08 (bottom quartile).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹4,323 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 16.01% (bottom quartile).
  • 3Y return: 27.60% (top quartile).
  • 1Y return: 12.17% (bottom quartile).
  • Alpha: -1.64 (bottom quartile).
  • Sharpe: -0.03 (bottom quartile).
  • Information ratio: -0.12 (bottom quartile).

এসআইপির জন্য সেরা ফোকাসড ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Focused Equity Fund Growth ₹90.13
↑ 0.32 		₹16,009 100 -6-6.71.419.216.615.4
SBI Focused Equity Fund Growth ₹381.655
↓ -1.77 		₹46,042 500 1.621217.614.115.7
HDFC Focused 30 Fund Growth ₹220.791
↑ 0.91 		₹26,182 300 -8.1-7.8-1.81718.610.9
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
DSP Focus Fund Growth ₹52.18
↑ 0.12 		₹2,490 500 -5.8-6.6-3.115.411.27.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundSBI Focused Equity FundHDFC Focused 30 FundSundaram Select Focus FundDSP Focus Fund
Point 1Lower mid AUM (₹16,009 Cr).Highest AUM (₹46,042 Cr).Upper mid AUM (₹26,182 Cr).Bottom quartile AUM (₹1,354 Cr).Bottom quartile AUM (₹2,490 Cr).
Point 2Established history (16+ yrs).Established history (21+ yrs).Established history (21+ yrs).Oldest track record among peers (23 yrs).Established history (15+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 16.56% (lower mid).5Y return: 14.15% (bottom quartile).5Y return: 18.63% (top quartile).5Y return: 17.29% (upper mid).5Y return: 11.17% (bottom quartile).
Point 63Y return: 19.20% (top quartile).3Y return: 17.65% (upper mid).3Y return: 17.03% (lower mid).3Y return: 17.03% (bottom quartile).3Y return: 15.45% (bottom quartile).
Point 71Y return: 1.42% (lower mid).1Y return: 12.03% (upper mid).1Y return: -1.77% (bottom quartile).1Y return: 24.49% (top quartile).1Y return: -3.09% (bottom quartile).
Point 8Alpha: -0.51 (upper mid).Alpha: 11.44 (top quartile).Alpha: -3.83 (bottom quartile).Alpha: -5.62 (bottom quartile).Alpha: -3.58 (lower mid).
Point 9Sharpe: -0.05 (lower mid).Sharpe: 0.56 (upper mid).Sharpe: -0.25 (bottom quartile).Sharpe: 1.85 (top quartile).Sharpe: -0.21 (bottom quartile).
Point 10Information ratio: 1.24 (top quartile).Information ratio: 0.59 (upper mid).Information ratio: 0.51 (lower mid).Information ratio: -0.52 (bottom quartile).Information ratio: 0.35 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹16,009 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.56% (lower mid).
  • 3Y return: 19.20% (top quartile).
  • 1Y return: 1.42% (lower mid).
  • Alpha: -0.51 (upper mid).
  • Sharpe: -0.05 (lower mid).
  • Information ratio: 1.24 (top quartile).

SBI Focused Equity Fund

  • Highest AUM (₹46,042 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.15% (bottom quartile).
  • 3Y return: 17.65% (upper mid).
  • 1Y return: 12.03% (upper mid).
  • Alpha: 11.44 (top quartile).
  • Sharpe: 0.56 (upper mid).
  • Information ratio: 0.59 (upper mid).

HDFC Focused 30 Fund

  • Upper mid AUM (₹26,182 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.63% (top quartile).
  • 3Y return: 17.03% (lower mid).
  • 1Y return: -1.77% (bottom quartile).
  • Alpha: -3.83 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: 0.51 (lower mid).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (upper mid).
  • 3Y return: 17.03% (bottom quartile).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

DSP Focus Fund

  • Bottom quartile AUM (₹2,490 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.17% (bottom quartile).
  • 3Y return: 15.45% (bottom quartile).
  • 1Y return: -3.09% (bottom quartile).
  • Alpha: -3.58 (lower mid).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 0.35 (bottom quartile).

এসআইপির জন্য সেরা মূল্যের তহবিল

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Value Fund Growth ₹220.953
↑ 1.01 		₹8,919 100 -4.1-5.30.519.416.64.2
Aditya Birla Sun Life Pure Value Fund Growth ₹130.634
↑ 0.32 		₹6,388 1,000 2.42.68.119152.6
HDFC Capital Builder Value Fund Growth ₹741.486
↑ 3.27 		₹7,324 300 -3.3-3.73.317.515.18.6
ICICI Prudential Value Discovery Fund Growth ₹458.34
↑ 0.84 		₹59,588 100 -6.3-7.4-0.11717.113.8
JM Value Fund Growth ₹90.5267
↑ 0.17 		₹826 500 -3.4-6.6-5.916.515.6-4.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Value FundAditya Birla Sun Life Pure Value FundHDFC Capital Builder Value FundICICI Prudential Value Discovery FundJM Value Fund
Point 1Upper mid AUM (₹8,919 Cr).Bottom quartile AUM (₹6,388 Cr).Lower mid AUM (₹7,324 Cr).Highest AUM (₹59,588 Cr).Bottom quartile AUM (₹826 Cr).
Point 2Established history (20+ yrs).Established history (18+ yrs).Oldest track record among peers (32 yrs).Established history (21+ yrs).Established history (28+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 16.56% (upper mid).5Y return: 14.98% (bottom quartile).5Y return: 15.10% (bottom quartile).5Y return: 17.07% (top quartile).5Y return: 15.63% (lower mid).
Point 63Y return: 19.39% (top quartile).3Y return: 18.98% (upper mid).3Y return: 17.50% (lower mid).3Y return: 17.01% (bottom quartile).3Y return: 16.49% (bottom quartile).
Point 71Y return: 0.49% (lower mid).1Y return: 8.05% (top quartile).1Y return: 3.34% (upper mid).1Y return: -0.10% (bottom quartile).1Y return: -5.86% (bottom quartile).
Point 8Alpha: -0.16 (lower mid).Alpha: 6.63 (top quartile).Alpha: 1.67 (upper mid).Alpha: -2.49 (bottom quartile).Alpha: -2.81 (bottom quartile).
Point 9Sharpe: -0.01 (lower mid).Sharpe: 0.32 (top quartile).Sharpe: 0.09 (upper mid).Sharpe: -0.18 (bottom quartile).Sharpe: -0.15 (bottom quartile).
Point 10Information ratio: 1.64 (top quartile).Information ratio: 0.64 (lower mid).Information ratio: 1.44 (upper mid).Information ratio: 0.46 (bottom quartile).Information ratio: 0.39 (bottom quartile).

Nippon India Value Fund

  • Upper mid AUM (₹8,919 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.56% (upper mid).
  • 3Y return: 19.39% (top quartile).
  • 1Y return: 0.49% (lower mid).
  • Alpha: -0.16 (lower mid).
  • Sharpe: -0.01 (lower mid).
  • Information ratio: 1.64 (top quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,388 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.98% (bottom quartile).
  • 3Y return: 18.98% (upper mid).
  • 1Y return: 8.05% (top quartile).
  • Alpha: 6.63 (top quartile).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.64 (lower mid).

HDFC Capital Builder Value Fund

  • Lower mid AUM (₹7,324 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.10% (bottom quartile).
  • 3Y return: 17.50% (lower mid).
  • 1Y return: 3.34% (upper mid).
  • Alpha: 1.67 (upper mid).
  • Sharpe: 0.09 (upper mid).
  • Information ratio: 1.44 (upper mid).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹59,588 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.07% (top quartile).
  • 3Y return: 17.01% (bottom quartile).
  • 1Y return: -0.10% (bottom quartile).
  • Alpha: -2.49 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: 0.46 (bottom quartile).

JM Value Fund

  • Bottom quartile AUM (₹826 Cr).
  • Established history (28+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.63% (lower mid).
  • 3Y return: 16.49% (bottom quartile).
  • 1Y return: -5.86% (bottom quartile).
  • Alpha: -2.81 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: 0.39 (bottom quartile).

এসআইপি ক্যালকুলেটর

মিউচুয়াল ফান্ডে বিনিয়োগ করার সময় একজন বিনিয়োগকারী ব্যবহার করতে পারেন এমন একটি দক্ষ টুল SIP ক্যালকুলেটর। কেউ একটি গাড়ি/বাড়ি কিনতে, অবসর নেওয়ার পরিকল্পনা, সন্তানের উচ্চশিক্ষা বা অন্য কোনো সম্পদ কেনার জন্য বিনিয়োগ করতে চায় কি না, তার জন্য SIP ক্যালকুলেটর ব্যবহার করা যেতে পারে। এটি নির্দিষ্ট আর্থিক লক্ষ্যে পৌঁছানোর জন্য বিনিয়োগের জন্য প্রয়োজনীয় বিনিয়োগের পরিমাণ এবং সময়কাল গণনা করতে সহায়তা করে। সুতরাং, সাধারণ প্রশ্ন যেমন "কত করতে হবেএকটি এসআইপিতে বিনিয়োগ করুন বা কিভাবে আমি সেই সময় পর্যন্ত বিনিয়োগ করব", এই ক্যালকুলেটর ব্যবহার করে সমাধান করে।

একটি এসআইপি ক্যালকুলেটর ব্যবহার করার সময়, একজনকে নির্দিষ্ট ভেরিয়েবল পূরণ করতে হবে, যার মধ্যে রয়েছে (নিচের চিত্রটি দেওয়া হল)-

  • কাঙ্ক্ষিত বিনিয়োগের সময়কাল
  • আনুমানিক মাসিক SIP পরিমাণ
  • প্রত্যাশিতমুদ্রাস্ফীতি আগামী বছরের জন্য হার (বার্ষিক)
  • বিনিয়োগের উপর দীর্ঘমেয়াদী বৃদ্ধির হার

SIP-Calculator

একবার আপনি উপরে উল্লিখিত সমস্ত তথ্য ফিড করলে, ক্যালকুলেটর আপনাকে উল্লেখ করা বছরের সংখ্যার পরে আপনি যে পরিমাণ পাবেন (আপনার এসআইপি রিটার্ন) তা প্রদান করবে। আপনার নিট লাভও হাইলাইট করা হবে যাতে আপনি সেই অনুযায়ী আপনার লক্ষ্য পূরণের অনুমান করতে পারেন।

সেরা মিউচুয়াল ফান্ডে কীভাবে বিনিয়োগ করবেন?

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  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।

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