SIP 2022 – 2023 માટે ભારતમાં શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ

Updated on March 29, 2026 , 25145 views

એક વ્યવસ્થિતરોકાણ યોજના (SIP) એ સૌથી કાર્યક્ષમ રીત માનવામાં આવે છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરોખાસ કરીને લાંબા સમય માટે-ટર્મ પ્લાન. તે રોકાણકારોને લાંબા ગાળાની બચત યોજના અમલમાં મૂકવા માટે દર મહિને ચોક્કસ તારીખે એકમ ખરીદવાની પરવાનગી આપે છે. રોકાણકારો તરફ આરામદાયક લાગે છે તેનું એક કારણ છેરોકાણ SIP માં તેઓ ઓફર કરે છે તે લવચીકતા છે. રોકાણકારો કરી શકે છેSIP માં રોકાણ કરો ક્યાં તો માસિક, ત્રિમાસિક અથવા સાપ્તાહિક પરઆધાર, તેમની અનુકૂળતા મુજબ. ચાલો તે વિશે વધુ જાણીએ કે કેવી રીતે કોઈ તેમને પ્રાપ્ત કરી શકે છેનાણાકીય લક્ષ્યો વ્યવસ્થિત રોકાણ યોજનાઓ સાથે, કેવી રીતેસિપ કેલ્ક્યુલેટર સાથે રોકાણમાં મદદરૂપ છેશ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ SIP માટે ભારતમાં.

SIP- નાણાકીય લક્ષ્યો હાંસલ કરવાની શ્રેષ્ઠ રીત

SIP એવી રીતે ડિઝાઇન કરવામાં આવી છે કે વ્યક્તિ સરળતાથી તેમના રોકાણની પૂર્વ-યોજના કરી શકે છે અને તેમના નાણાકીય લક્ષ્યો અનુસાર રોકાણ કરી શકે છે. પરંતુ, SIP દ્વારા લક્ષ્યો હાંસલ કરવા માટે લાંબા સમય માટે રોકાણ કરવું પડશે. સામાન્ય રીતે, SIP નો ઉપયોગ ધ્યેયોના આયોજન માટે વ્યાપકપણે થાય છે જેમ કે-

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આંતરરાષ્ટ્રીય પ્રવાસ માટે સાચવો
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કોઈ વ્યક્તિ ઓછામાં ઓછી INR 500 અને INR 1000 જેટલી રકમ સાથે SIP માં રોકાણ કરવાનું શરૂ કરી શકે છે. એકવાર તમે SIP માં રોકાણ કરવાનું શરૂ કરો પછી તમારા પૈસા દરરોજ જવા લાગે છે કારણ કે તે સ્ટોકના સંપર્કમાં આવે છે.બજાર. એટલા માટે રૂટ તરીકે SIP ને મોટે ભાગે પ્રાધાન્ય આપવામાં આવે છેઇક્વિટી ફંડ્સ. વધુમાં, ઐતિહાસિક રીતે, ઇક્વિટી શેરોમાં રોકાણે અન્ય તમામ એસેટ વર્ગોમાં પ્રભાવશાળી વળતર આપ્યું છે, જો રોકાણ શિસ્ત સાથે અને લાંબા ગાળાની ક્ષિતિજ સાથે કરવામાં આવ્યું હોય.

ઇક્વિટીમાં SIP બજારના સમયના જોખમને ટાળવામાં મદદ કરે છે અને રોકાણના ખર્ચની સરેરાશ દ્વારા સંપત્તિ નિર્માણની સુવિધા આપે છે. ચાલો કેટલાક વધુ જોઈએSIP ના લાભો જે લાંબા ગાળાના લક્ષ્યો હાંસલ કરવામાં મદદ કરે છે:

સંયોજન શક્તિ- જ્યારે તમે માત્ર મુદ્દલ પર વ્યાજ મેળવો ત્યારે સરળ વ્યાજ છે. ચક્રવૃદ્ધિ વ્યાજના કિસ્સામાં, વ્યાજની રકમ મુદ્દલમાં ઉમેરવામાં આવે છે, અને વ્યાજની ગણતરી નવા મુદ્દલ (જૂની મુદ્દલ વત્તા નફા) પર કરવામાં આવે છે. આ પ્રક્રિયા દર વખતે ચાલુ રહે છે. માં SIP થીમ્યુચ્યુઅલ ફંડ હપ્તામાં હોય છે, તે ચક્રવૃદ્ધિ હોય છે, જે શરૂઆતમાં રોકાણ કરેલ રકમમાં વધુ ઉમેરે છે.
જોખમ ઘટાડો- આપેલ છે કે SIP લાંબા સમય સુધી ફેલાયેલી હોય છે, તે શેરબજારના તમામ સમયગાળા, ઉતાર-ચઢાવ અને વધુ મહત્ત્વની મંદીને પકડે છે. મંદીમાં, જ્યારે મોટાભાગના રોકાણકારોને ડર લાગે છે, ત્યારે રોકાણકારો "નીચી" ખરીદી કરે તેની ખાતરી કરવા SIP હપ્તાઓ ચાલુ રહે છે.
SIP ની સગવડ- સગવડતા એ SIPનો સૌથી મોટો ફાયદો છે. વપરાશકર્તાએ એક વખત સાઇન અપ કરવું પડશે અને દસ્તાવેજીકરણમાંથી પસાર થવું પડશે. એકવાર થઈ જાય, ત્યાર બાદ અનુગામી રોકાણો માટે ડેબિટ આપોઆપ થાય છે અનેરોકાણકાર માત્ર રોકાણ પર નજર રાખવાની જરૂર છે.

SIP 2022 - 2023 માટે ભારતમાં શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ્સ

SIP માટે શ્રેષ્ઠ લાર્જ કેપ ફંડ્સ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Large Cap Fund Growth	₹82.8154 ↑ 1.31	₹51,404	100	-13.4	-10.1	-2.3	14.7	15	9.2
DSP TOP 100 Equity Growth	₹423.196 ↓ -0.01	₹7,270	500	-13.2	-9.4	-5.5	14	10.8	8.4
ICICI Prudential Bluechip Fund Growth	₹99.87	₹77,452	100	-13.5	-9	-3	13.9	13.2	11.3
Bandhan Large Cap Fund Growth	₹69.437 ↓ 0.00	₹2,024	100	-13.6	-8.6	-2.3	13.3	10.9	8.2
Invesco India Largecap Fund Growth	₹61.13	₹1,702	100	-13.8	-10.9	-3.1	13.1	11.6	5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Large Cap Fund	DSP TOP 100 Equity	ICICI Prudential Bluechip Fund	Bandhan Large Cap Fund	Invesco India Largecap Fund
Point 1	Upper mid AUM (₹51,404 Cr).	Lower mid AUM (₹7,270 Cr).	Highest AUM (₹77,452 Cr).	Bottom quartile AUM (₹2,024 Cr).	Bottom quartile AUM (₹1,702 Cr).
Point 2	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (17+ yrs).	Established history (19+ yrs).	Established history (16+ yrs).
Point 3	Top rated.	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 15.00% (top quartile).	5Y return: 10.82% (bottom quartile).	5Y return: 13.24% (upper mid).	5Y return: 10.89% (bottom quartile).	5Y return: 11.61% (lower mid).
Point 6	3Y return: 14.72% (top quartile).	3Y return: 13.99% (upper mid).	3Y return: 13.93% (lower mid).	3Y return: 13.26% (bottom quartile).	3Y return: 13.15% (bottom quartile).
Point 7	1Y return: -2.34% (top quartile).	1Y return: -5.54% (bottom quartile).	1Y return: -2.96% (lower mid).	1Y return: -2.35% (upper mid).	1Y return: -3.11% (bottom quartile).
Point 8	Alpha: 2.67 (top quartile).	Alpha: -1.67 (bottom quartile).	Alpha: 0.83 (lower mid).	Alpha: 1.64 (upper mid).	Alpha: -0.05 (bottom quartile).
Point 9	Sharpe: 1.23 (top quartile).	Sharpe: 0.75 (bottom quartile).	Sharpe: 1.07 (lower mid).	Sharpe: 1.11 (upper mid).	Sharpe: 0.97 (bottom quartile).
Point 10	Information ratio: 1.27 (top quartile).	Information ratio: 0.58 (bottom quartile).	Information ratio: 0.92 (upper mid).	Information ratio: 0.67 (lower mid).	Information ratio: 0.44 (bottom quartile).

Nippon India Large Cap Fund

Upper mid AUM (₹51,404 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.00% (top quartile).
3Y return: 14.72% (top quartile).
1Y return: -2.34% (top quartile).
Alpha: 2.67 (top quartile).
Sharpe: 1.23 (top quartile).
Information ratio: 1.27 (top quartile).

DSP TOP 100 Equity

Lower mid AUM (₹7,270 Cr).
Oldest track record among peers (23 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.82% (bottom quartile).
3Y return: 13.99% (upper mid).
1Y return: -5.54% (bottom quartile).
Alpha: -1.67 (bottom quartile).
Sharpe: 0.75 (bottom quartile).
Information ratio: 0.58 (bottom quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹77,452 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.24% (upper mid).
3Y return: 13.93% (lower mid).
1Y return: -2.96% (lower mid).
Alpha: 0.83 (lower mid).
Sharpe: 1.07 (lower mid).
Information ratio: 0.92 (upper mid).

Bandhan Large Cap Fund

Bottom quartile AUM (₹2,024 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.89% (bottom quartile).
3Y return: 13.26% (bottom quartile).
1Y return: -2.35% (upper mid).
Alpha: 1.64 (upper mid).
Sharpe: 1.11 (upper mid).
Information ratio: 0.67 (lower mid).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,702 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.61% (lower mid).
3Y return: 13.15% (bottom quartile).
1Y return: -3.11% (bottom quartile).
Alpha: -0.05 (bottom quartile).
Sharpe: 0.97 (bottom quartile).
Information ratio: 0.44 (bottom quartile).

SIP માટે શ્રેષ્ઠ મલ્ટી કેપ ફંડ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth	₹31.67 ↑ 0.64	₹1,107	1,000	-7.1	-3.4	5.7	18.9	12.9	3.5
Motilal Oswal Multicap 35 Fund Growth	₹51.0546 ↓ 0.00	₹12,890	500	-15.3	-14.7	-10.5	17.8	10.1	-5.6
Nippon India Multi Cap Fund Growth	₹270.79 ↑ 5.36	₹50,820	100	-11.7	-10.5	-1.4	17.7	18.7	4.1
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	300	-4.6	-2.6	19.3	17.3	13.6
Mahindra Badhat Yojana Growth	₹32.8852 ↑ 0.64	₹6,174	500	-10.5	-6.4	1	17.1	15.9	3.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Manufacturing Equity Fund	Motilal Oswal Multicap 35 Fund	Nippon India Multi Cap Fund	BNP Paribas Multi Cap Fund	Mahindra Badhat Yojana
Point 1	Bottom quartile AUM (₹1,107 Cr).	Upper mid AUM (₹12,890 Cr).	Highest AUM (₹50,820 Cr).	Bottom quartile AUM (₹588 Cr).	Lower mid AUM (₹6,174 Cr).
Point 2	Established history (11+ yrs).	Established history (11+ yrs).	Oldest track record among peers (21 yrs).	Established history (20+ yrs).	Established history (8+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (lower mid).	Rating: 4★ (upper mid).	Not Rated.
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.91% (bottom quartile).	5Y return: 10.13% (bottom quartile).	5Y return: 18.70% (top quartile).	5Y return: 13.57% (lower mid).	5Y return: 15.90% (upper mid).
Point 6	3Y return: 18.90% (top quartile).	3Y return: 17.85% (upper mid).	3Y return: 17.67% (lower mid).	3Y return: 17.28% (bottom quartile).	3Y return: 17.06% (bottom quartile).
Point 7	1Y return: 5.65% (upper mid).	1Y return: -10.52% (bottom quartile).	1Y return: -1.41% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 1.02% (lower mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -11.42 (bottom quartile).	Alpha: 1.47 (upper mid).	Alpha: 0.00 (bottom quartile).	Alpha: 2.49 (top quartile).
Point 9	Sharpe: 1.35 (upper mid).	Sharpe: 0.13 (bottom quartile).	Sharpe: 1.02 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: 1.15 (lower mid).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.33 (lower mid).	Information ratio: 0.52 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.39 (upper mid).

Aditya Birla Sun Life Manufacturing Equity Fund

Bottom quartile AUM (₹1,107 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 12.91% (bottom quartile).
3Y return: 18.90% (top quartile).
1Y return: 5.65% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.35 (upper mid).
Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Upper mid AUM (₹12,890 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.13% (bottom quartile).
3Y return: 17.85% (upper mid).
1Y return: -10.52% (bottom quartile).
Alpha: -11.42 (bottom quartile).
Sharpe: 0.13 (bottom quartile).
Information ratio: 0.33 (lower mid).

Nippon India Multi Cap Fund

Highest AUM (₹50,820 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.70% (top quartile).
3Y return: 17.67% (lower mid).
1Y return: -1.41% (bottom quartile).
Alpha: 1.47 (upper mid).
Sharpe: 1.02 (bottom quartile).
Information ratio: 0.52 (top quartile).

BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.57% (lower mid).
3Y return: 17.28% (bottom quartile).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (bottom quartile).

Mahindra Badhat Yojana

Lower mid AUM (₹6,174 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.90% (upper mid).
3Y return: 17.06% (bottom quartile).
1Y return: 1.02% (lower mid).
Alpha: 2.49 (top quartile).
Sharpe: 1.15 (lower mid).
Information ratio: 0.39 (upper mid).

SIP માટે શ્રેષ્ઠ મિડ કેપ ફંડ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential MidCap Fund Growth	₹287.93 ↓ -0.01	₹7,280	100	-8.7	-1.6	11.1	22.3	17.8	11.1
BNP Paribas Mid Cap Fund Growth	₹95.5637 ↓ 0.00	₹2,341	300	-8.8	-4.3	3.7	18.2	15.4	2.5
TATA Mid Cap Growth Fund Growth	₹396.868 ↓ -0.01	₹5,505	150	-12	-6.6	1.9	18.2	15.1	5.8
Aditya Birla Sun Life Midcap Fund Growth	₹710.62 ↑ 13.83	₹6,130	1,000	-13.4	-9.3	-2.1	17	14.6	4.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential MidCap Fund	BNP Paribas Mid Cap Fund	TATA Mid Cap Growth Fund	Aditya Birla Sun Life Midcap Fund
Point 1	Highest AUM (₹7,280 Cr).	Bottom quartile AUM (₹2,341 Cr).	Lower mid AUM (₹5,505 Cr).	Upper mid AUM (₹6,130 Cr).
Point 2	Established history (21+ yrs).	Established history (19+ yrs).	Oldest track record among peers (31 yrs).	Established history (23+ yrs).
Point 3	Rating: 2★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.78% (top quartile).	5Y return: 15.41% (upper mid).	5Y return: 15.15% (lower mid).	5Y return: 14.59% (bottom quartile).
Point 6	3Y return: 22.28% (top quartile).	3Y return: 18.24% (upper mid).	3Y return: 18.17% (lower mid).	3Y return: 17.02% (bottom quartile).
Point 7	1Y return: 11.10% (top quartile).	1Y return: 3.73% (upper mid).	1Y return: 1.94% (lower mid).	1Y return: -2.13% (bottom quartile).
Point 8	Alpha: 7.09 (top quartile).	Alpha: 2.75 (upper mid).	Alpha: 2.00 (lower mid).	Alpha: -2.93 (bottom quartile).
Point 9	Sharpe: 1.77 (top quartile).	Sharpe: 1.59 (upper mid).	Sharpe: 1.43 (lower mid).	Sharpe: 1.02 (bottom quartile).
Point 10	Information ratio: 0.34 (top quartile).	Information ratio: -0.68 (lower mid).	Information ratio: -0.61 (upper mid).	Information ratio: -0.93 (bottom quartile).

ICICI Prudential MidCap Fund

Highest AUM (₹7,280 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.78% (top quartile).
3Y return: 22.28% (top quartile).
1Y return: 11.10% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,341 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.41% (upper mid).
3Y return: 18.24% (upper mid).
1Y return: 3.73% (upper mid).
Alpha: 2.75 (upper mid).
Sharpe: 1.59 (upper mid).
Information ratio: -0.68 (lower mid).

TATA Mid Cap Growth Fund

Lower mid AUM (₹5,505 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.15% (lower mid).
3Y return: 18.17% (lower mid).
1Y return: 1.94% (lower mid).
Alpha: 2.00 (lower mid).
Sharpe: 1.43 (lower mid).
Information ratio: -0.61 (upper mid).

Aditya Birla Sun Life Midcap Fund

Upper mid AUM (₹6,130 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.59% (bottom quartile).
3Y return: 17.02% (bottom quartile).
1Y return: -2.13% (bottom quartile).
Alpha: -2.93 (bottom quartile).
Sharpe: 1.02 (bottom quartile).
Information ratio: -0.93 (bottom quartile).

SIP માટે શ્રેષ્ઠ સ્મોલ કેપ ફંડ્સ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
DSP Small Cap Fund Growth	₹174.97 ↓ -0.01	₹16,886	500	-10.5	-8.9	2.7	17.3	17.2	-2.8
Nippon India Small Cap Fund Growth	₹150.853 ↑ 4.22	₹67,642	100	-11.8	-11.6	-2.1	17.3	19.9	-4.7
Sundaram Small Cap Fund Growth	₹234.506 ↑ 8.07	₹3,306	100	-12.8	-11	1	15.9	16.3	0.4
Aditya Birla Sun Life Small Cap Fund Growth	₹78.1433 ↑ 1.92	₹4,882	1,000	-10	-8.4	0.7	15.5	12.4	-3.7
Franklin India Smaller Companies Fund Growth	₹144.853 ↓ -0.01	₹12,934	500	-11.9	-12.1	-4.5	14.5	16.5	-8.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Small Cap Fund	Nippon India Small Cap Fund	Sundaram Small Cap Fund	Aditya Birla Sun Life Small Cap Fund	Franklin India Smaller Companies Fund
Point 1	Upper mid AUM (₹16,886 Cr).	Highest AUM (₹67,642 Cr).	Bottom quartile AUM (₹3,306 Cr).	Bottom quartile AUM (₹4,882 Cr).	Lower mid AUM (₹12,934 Cr).
Point 2	Established history (18+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (18+ yrs).	Established history (20+ yrs).
Point 3	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Top rated.	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.22% (upper mid).	5Y return: 19.91% (top quartile).	5Y return: 16.33% (bottom quartile).	5Y return: 12.35% (bottom quartile).	5Y return: 16.50% (lower mid).
Point 6	3Y return: 17.33% (top quartile).	3Y return: 17.27% (upper mid).	3Y return: 15.87% (lower mid).	3Y return: 15.48% (bottom quartile).	3Y return: 14.55% (bottom quartile).
Point 7	1Y return: 2.68% (top quartile).	1Y return: -2.15% (bottom quartile).	1Y return: 0.97% (upper mid).	1Y return: 0.75% (lower mid).	1Y return: -4.47% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 2.58 (upper mid).	Alpha: 6.09 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: -0.83 (bottom quartile).
Point 9	Sharpe: 0.90 (lower mid).	Sharpe: 0.76 (bottom quartile).	Sharpe: 1.01 (top quartile).	Sharpe: 0.95 (upper mid).	Sharpe: 0.48 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.10 (lower mid).	Information ratio: -0.31 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.58 (bottom quartile).

DSP Small Cap Fund

Upper mid AUM (₹16,886 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.22% (upper mid).
3Y return: 17.33% (top quartile).
1Y return: 2.68% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.90 (lower mid).
Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

Highest AUM (₹67,642 Cr).
Established history (15+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.91% (top quartile).
3Y return: 17.27% (upper mid).
1Y return: -2.15% (bottom quartile).
Alpha: 2.58 (upper mid).
Sharpe: 0.76 (bottom quartile).
Information ratio: -0.10 (lower mid).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,306 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.33% (bottom quartile).
3Y return: 15.87% (lower mid).
1Y return: 0.97% (upper mid).
Alpha: 6.09 (top quartile).
Sharpe: 1.01 (top quartile).
Information ratio: -0.31 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹4,882 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.35% (bottom quartile).
3Y return: 15.48% (bottom quartile).
1Y return: 0.75% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.95 (upper mid).
Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

Lower mid AUM (₹12,934 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.50% (lower mid).
3Y return: 14.55% (bottom quartile).
1Y return: -4.47% (bottom quartile).
Alpha: -0.83 (bottom quartile).
Sharpe: 0.48 (bottom quartile).
Information ratio: -0.58 (bottom quartile).

SIP માટે શ્રેષ્ઠ ELSS (ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ્સ).

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
IDBI Equity Advantage Fund Growth	₹43.39 ↑ 0.04	₹485	500	9.7	15.1	16.9	20.8	10
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	500	1.2	15.4	35.5	20.6	17.4
Motilal Oswal Long Term Equity Fund Growth	₹45.8167 ↓ 0.00	₹4,175	500	-9.3	-10.6	0.3	19.6	15.6	-9.1
SBI Magnum Tax Gain Fund Growth	₹391.369 ↓ -0.02	₹32,171	500	-13.8	-8.6	-4.2	18.9	16.6	6.6
Baroda Pioneer ELSS 96 Growth	₹68.6676 ↑ 0.33	₹210	500	-6.1	-3.5	17.6	16.7	11.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 5 Funds showcased

Commentary	IDBI Equity Advantage Fund	HDFC Long Term Advantage Fund	Motilal Oswal Long Term Equity Fund	SBI Magnum Tax Gain Fund	Baroda Pioneer ELSS 96
Point 1	Bottom quartile AUM (₹485 Cr).	Lower mid AUM (₹1,318 Cr).	Upper mid AUM (₹4,175 Cr).	Highest AUM (₹32,171 Cr).	Bottom quartile AUM (₹210 Cr).
Point 2	Established history (12+ yrs).	Oldest track record among peers (25 yrs).	Established history (11+ yrs).	Established history (18+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Not Rated.	Rating: 2★ (lower mid).	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 9.97% (bottom quartile).	5Y return: 17.39% (top quartile).	5Y return: 15.60% (lower mid).	5Y return: 16.59% (upper mid).	5Y return: 11.62% (bottom quartile).
Point 6	3Y return: 20.84% (top quartile).	3Y return: 20.64% (upper mid).	3Y return: 19.57% (lower mid).	3Y return: 18.86% (bottom quartile).	3Y return: 16.70% (bottom quartile).
Point 7	1Y return: 16.92% (lower mid).	1Y return: 35.51% (top quartile).	1Y return: 0.30% (bottom quartile).	1Y return: -4.25% (bottom quartile).	1Y return: 17.56% (upper mid).
Point 8	Alpha: 1.78 (upper mid).	Alpha: 1.75 (lower mid).	Alpha: -3.97 (bottom quartile).	Alpha: 0.04 (bottom quartile).	Alpha: 5.69 (top quartile).
Point 9	Sharpe: 1.21 (lower mid).	Sharpe: 2.27 (upper mid).	Sharpe: 0.64 (bottom quartile).	Sharpe: 0.99 (bottom quartile).	Sharpe: 2.51 (top quartile).
Point 10	Information ratio: -1.13 (bottom quartile).	Information ratio: -0.15 (bottom quartile).	Information ratio: 0.36 (upper mid).	Information ratio: 1.74 (top quartile).	Information ratio: -0.09 (lower 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% (top quartile).
1Y return: 16.92% (lower mid).
Alpha: 1.78 (upper mid).
Sharpe: 1.21 (lower 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% (top quartile).
3Y return: 20.64% (upper mid).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (lower mid).
Sharpe: 2.27 (upper mid).
Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

Upper mid AUM (₹4,175 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.60% (lower mid).
3Y return: 19.57% (lower mid).
1Y return: 0.30% (bottom quartile).
Alpha: -3.97 (bottom quartile).
Sharpe: 0.64 (bottom quartile).
Information ratio: 0.36 (upper mid).

SBI Magnum Tax Gain Fund

Highest AUM (₹32,171 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.59% (upper mid).
3Y return: 18.86% (bottom quartile).
1Y return: -4.25% (bottom quartile).
Alpha: 0.04 (bottom quartile).
Sharpe: 0.99 (bottom quartile).
Information ratio: 1.74 (top quartile).

Baroda Pioneer ELSS 96

Bottom quartile AUM (₹210 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 11.62% (bottom quartile).
3Y return: 16.70% (bottom quartile).
1Y return: 17.56% (upper mid).
Alpha: 5.69 (top quartile).
Sharpe: 2.51 (top quartile).
Information ratio: -0.09 (lower mid).

SIP માટે શ્રેષ્ઠ સેક્ટર ફંડ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
DSP Natural Resources and New Energy Fund Growth	₹104.23 ↑ 0.03	₹1,990	500	3.8	11.7	22.8	22.7	19.7	17.5
SBI Magnum COMMA Fund Growth	₹105.384 ↓ -0.01	₹999	500	-4.5	0.6	11	18.7	14.1	12.3
BOI AXA Manufacturing and Infrastructure Fund Growth	₹56.29 ↑ 1.15	₹689	1,000	-7.3	-2.1	9.4	22.4	19.9	7.8
SBI PSU Fund Growth	₹32.6872 ↓ 0.00	₹6,545	500	-3.6	1.2	9.3	29.4	25.3	11.3
UTI Transportation & Logistics Fund Growth	₹249.989 ↓ -0.01	₹4,047	500	-15.4	-13.9	8.5	20.8	16.8	19.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	SBI Magnum COMMA Fund	BOI AXA Manufacturing and Infrastructure Fund	SBI PSU Fund	UTI Transportation & Logistics Fund
Point 1	Lower mid AUM (₹1,990 Cr).	Bottom quartile AUM (₹999 Cr).	Bottom quartile AUM (₹689 Cr).	Highest AUM (₹6,545 Cr).	Upper mid AUM (₹4,047 Cr).
Point 2	Established history (17+ yrs).	Established history (20+ yrs).	Established history (16+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Not Rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 19.73% (lower mid).	5Y return: 14.09% (bottom quartile).	5Y return: 19.87% (upper mid).	5Y return: 25.34% (top quartile).	5Y return: 16.75% (bottom quartile).
Point 6	3Y return: 22.74% (upper mid).	3Y return: 18.66% (bottom quartile).	3Y return: 22.44% (lower mid).	3Y return: 29.38% (top quartile).	3Y return: 20.76% (bottom quartile).
Point 7	1Y return: 22.82% (top quartile).	1Y return: 11.04% (upper mid).	1Y return: 9.40% (lower mid).	1Y return: 9.33% (bottom quartile).	1Y return: 8.51% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 5.27 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.92 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 2.40 (top quartile).	Sharpe: 1.99 (lower mid).	Sharpe: 1.56 (bottom quartile).	Sharpe: 1.90 (bottom quartile).	Sharpe: 2.18 (upper mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.25 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.27 (bottom quartile).	Information ratio: 0.00 (lower mid).

DSP Natural Resources and New Energy Fund

Lower mid AUM (₹1,990 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 19.73% (lower mid).
3Y return: 22.74% (upper mid).
1Y return: 22.82% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 2.40 (top quartile).
Information ratio: 0.00 (top quartile).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹999 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 14.09% (bottom quartile).
3Y return: 18.66% (bottom quartile).
1Y return: 11.04% (upper mid).
Alpha: 5.27 (top quartile).
Sharpe: 1.99 (lower mid).
Information ratio: -0.25 (bottom quartile).

BOI AXA Manufacturing and Infrastructure Fund

Bottom quartile AUM (₹689 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: High.
5Y return: 19.87% (upper mid).
3Y return: 22.44% (lower mid).
1Y return: 9.40% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.56 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI PSU Fund

Highest AUM (₹6,545 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 25.34% (top quartile).
3Y return: 29.38% (top quartile).
1Y return: 9.33% (bottom quartile).
Alpha: 0.92 (upper mid).
Sharpe: 1.90 (bottom quartile).
Information ratio: -0.27 (bottom quartile).

UTI Transportation & Logistics Fund

Upper mid AUM (₹4,047 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 16.75% (bottom quartile).
3Y return: 20.76% (bottom quartile).
1Y return: 8.51% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.18 (upper mid).
Information ratio: 0.00 (lower mid).

SIP માટે શ્રેષ્ઠ ધ્યાન કેન્દ્રિત ફંડ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Focused Equity Fund Growth	₹82.9	₹15,145	100	-15.3	-9.6	-0.8	17.9	16	15.4
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	100	-5	8.5	24.5	17	17.3
HDFC Focused 30 Fund Growth	₹208.55 ↓ -0.01	₹27,136	300	-12.6	-9.8	-2.5	16.6	18.7	10.9
SBI Focused Equity Fund Growth	₹336.446 ↑ 1.51	₹43,311	500	-11.7	-4.8	3.2	15.6	12.5	15.7
DSP Focus Fund Growth	₹48.122 ↓ 0.00	₹2,607	500	-14.3	-10.3	-6.5	15.1	10.3	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Focused Equity Fund	Sundaram Select Focus Fund	HDFC Focused 30 Fund	SBI Focused Equity Fund	DSP Focus Fund
Point 1	Lower mid AUM (₹15,145 Cr).	Bottom quartile AUM (₹1,354 Cr).	Upper mid AUM (₹27,136 Cr).	Highest AUM (₹43,311 Cr).	Bottom quartile AUM (₹2,607 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (23 yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (15+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 16.00% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 18.66% (top quartile).	5Y return: 12.46% (bottom quartile).	5Y return: 10.33% (bottom quartile).
Point 6	3Y return: 17.90% (top quartile).	3Y return: 17.03% (upper mid).	3Y return: 16.64% (lower mid).	3Y return: 15.61% (bottom quartile).	3Y return: 15.14% (bottom quartile).
Point 7	1Y return: -0.78% (lower mid).	1Y return: 24.49% (top quartile).	1Y return: -2.52% (bottom quartile).	1Y return: 3.21% (upper mid).	1Y return: -6.49% (bottom quartile).
Point 8	Alpha: 4.93 (upper mid).	Alpha: -5.62 (bottom quartile).	Alpha: 3.77 (lower mid).	Alpha: 5.02 (top quartile).	Alpha: -1.19 (bottom quartile).
Point 9	Sharpe: 1.41 (bottom quartile).	Sharpe: 1.85 (top quartile).	Sharpe: 1.45 (lower mid).	Sharpe: 1.50 (upper mid).	Sharpe: 0.82 (bottom quartile).
Point 10	Information ratio: 1.38 (top quartile).	Information ratio: -0.52 (bottom quartile).	Information ratio: 0.94 (upper mid).	Information ratio: 0.33 (lower mid).	Information ratio: 0.24 (bottom quartile).

ICICI Prudential Focused Equity Fund

Lower mid AUM (₹15,145 Cr).
Established history (16+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.00% (lower mid).
3Y return: 17.90% (top quartile).
1Y return: -0.78% (lower mid).
Alpha: 4.93 (upper mid).
Sharpe: 1.41 (bottom quartile).
Information ratio: 1.38 (top quartile).

Sundaram Select Focus Fund

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

HDFC Focused 30 Fund

Upper mid AUM (₹27,136 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.66% (top quartile).
3Y return: 16.64% (lower mid).
1Y return: -2.52% (bottom quartile).
Alpha: 3.77 (lower mid).
Sharpe: 1.45 (lower mid).
Information ratio: 0.94 (upper mid).

SBI Focused Equity Fund

Highest AUM (₹43,311 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.46% (bottom quartile).
3Y return: 15.61% (bottom quartile).
1Y return: 3.21% (upper mid).
Alpha: 5.02 (top quartile).
Sharpe: 1.50 (upper mid).
Information ratio: 0.33 (lower mid).

DSP Focus Fund

Bottom quartile AUM (₹2,607 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.33% (bottom quartile).
3Y return: 15.14% (bottom quartile).
1Y return: -6.49% (bottom quartile).
Alpha: -1.19 (bottom quartile).
Sharpe: 0.82 (bottom quartile).
Information ratio: 0.24 (bottom quartile).

SIP માટે શ્રેષ્ઠ મૂલ્ય ભંડોળ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Value Fund Growth	₹204.804 ↑ 3.72	₹9,034	100	-13.2	-9.9	-3.5	18.4	15.8	4.2
ICICI Prudential Value Discovery Fund Growth	₹436.19 ↓ -0.01	₹60,571	100	-12.5	-6.6	-0.2	16.8	17.8	13.8
Aditya Birla Sun Life Pure Value Fund Growth	₹116.341 ↑ 2.41	₹6,259	1,000	-12	-6	-1.6	16.8	14	2.6
Tata Equity PE Fund Growth	₹317.451 ↓ -0.02	₹8,774	150	-12.8	-6.9	-1.3	15.8	14.1	3.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment	₹118.086 ↓ -0.01	₹8,774	150	-12.8	-6.9	-1.3	15.8	14	3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Value Fund	ICICI Prudential Value Discovery Fund	Aditya Birla Sun Life Pure Value Fund	Tata Equity PE Fund	Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Point 1	Upper mid AUM (₹9,034 Cr).	Highest AUM (₹60,571 Cr).	Bottom quartile AUM (₹6,259 Cr).	Lower mid AUM (₹8,774 Cr).	Bottom quartile AUM (₹8,774 Cr).
Point 2	Established history (20+ yrs).	Oldest track record among peers (21 yrs).	Established history (18+ yrs).	Established history (21+ yrs).	Established history (16+ yrs).
Point 3	Not Rated.	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Top rated.	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 15.83% (upper mid).	5Y return: 17.76% (top quartile).	5Y return: 14.02% (bottom quartile).	5Y return: 14.09% (lower mid).	5Y return: 14.04% (bottom quartile).
Point 6	3Y return: 18.44% (top quartile).	3Y return: 16.80% (upper mid).	3Y return: 16.76% (lower mid).	3Y return: 15.83% (bottom quartile).	3Y return: 15.79% (bottom quartile).
Point 7	1Y return: -3.54% (bottom quartile).	1Y return: -0.18% (top quartile).	1Y return: -1.56% (bottom quartile).	1Y return: -1.27% (lower mid).	1Y return: -1.27% (upper mid).
Point 8	Alpha: -0.10 (bottom quartile).	Alpha: 2.51 (top quartile).	Alpha: 0.13 (upper mid).	Alpha: 0.08 (lower mid).	Alpha: 0.08 (bottom quartile).
Point 9	Sharpe: 0.99 (bottom quartile).	Sharpe: 1.27 (top quartile).	Sharpe: 0.96 (bottom quartile).	Sharpe: 1.00 (upper mid).	Sharpe: 1.00 (lower mid).
Point 10	Information ratio: 1.57 (top quartile).	Information ratio: 0.65 (upper mid).	Information ratio: 0.56 (bottom quartile).	Information ratio: 0.62 (lower mid).	Information ratio: 0.60 (bottom quartile).

Nippon India Value Fund

Upper mid AUM (₹9,034 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.83% (upper mid).
3Y return: 18.44% (top quartile).
1Y return: -3.54% (bottom quartile).
Alpha: -0.10 (bottom quartile).
Sharpe: 0.99 (bottom quartile).
Information ratio: 1.57 (top quartile).

ICICI Prudential Value Discovery Fund

Highest AUM (₹60,571 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.76% (top quartile).
3Y return: 16.80% (upper mid).
1Y return: -0.18% (top quartile).
Alpha: 2.51 (top quartile).
Sharpe: 1.27 (top quartile).
Information ratio: 0.65 (upper mid).

Aditya Birla Sun Life Pure Value Fund

Bottom quartile AUM (₹6,259 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.02% (bottom quartile).
3Y return: 16.76% (lower mid).
1Y return: -1.56% (bottom quartile).
Alpha: 0.13 (upper mid).
Sharpe: 0.96 (bottom quartile).
Information ratio: 0.56 (bottom quartile).

Tata Equity PE Fund

Lower mid AUM (₹8,774 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.09% (lower mid).
3Y return: 15.83% (bottom quartile).
1Y return: -1.27% (lower mid).
Alpha: 0.08 (lower mid).
Sharpe: 1.00 (upper mid).
Information ratio: 0.62 (lower mid).

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Bottom quartile AUM (₹8,774 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.04% (bottom quartile).
3Y return: 15.79% (bottom quartile).
1Y return: -1.27% (upper mid).
Alpha: 0.08 (bottom quartile).
Sharpe: 1.00 (lower mid).
Information ratio: 0.60 (bottom quartile).

SIP કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર એ એક કાર્યક્ષમ સાધન છે જેનો ઉપયોગ રોકાણકાર મ્યુચ્યુઅલ ફંડમાં રોકાણ કરતી વખતે કરી શકે છે. શું કોઈ વ્યક્તિ કાર/મકાન ખરીદવા, નિવૃત્તિ માટેની યોજના, બાળકનું ઉચ્ચ શિક્ષણ અથવા અન્ય કોઈ સંપત્તિ ખરીદવા માટે રોકાણ કરવા માંગે છે, તેના માટે SIP કેલ્ક્યુલેટરનો ઉપયોગ કરી શકાય છે. તે ચોક્કસ નાણાકીય ધ્યેય સુધી પહોંચવા માટે રોકાણ માટે જરૂરી રોકાણની રકમ અને સમયગાળાની ગણતરી કરવામાં મદદ કરે છે. તેથી, સામાન્ય પ્રશ્નો જેવા કે "કેટલું કરવુંSIP માં રોકાણ કરો અથવા તે સમય સુધી મારે કેવી રીતે રોકાણ કરવું જોઈએ", આ કેલ્ક્યુલેટરનો ઉપયોગ કરીને ઉકેલે છે.

SIP કેલ્ક્યુલેટરનો ઉપયોગ કરતી વખતે, વ્યક્તિએ અમુક ચલો ભરવાના હોય છે, જેમાં સમાવેશ થાય છે (ચિત્ર નીચે આપેલ છે)-

ઇચ્છિત રોકાણ સમયગાળો
અંદાજિત માસિક SIP રકમ
અપેક્ષિતફુગાવો આગામી વર્ષો માટે દર (વાર્ષિક).
રોકાણ પર લાંબા ગાળાની વૃદ્ધિ દર

એકવાર તમે ઉપરોક્ત બધી માહિતી ફીડ કરી લો, પછી કેલ્ક્યુલેટર તમને ઉલ્લેખિત વર્ષોની સંખ્યા પછી તમને પ્રાપ્ત થશે તે રકમ (તમારું SIP વળતર) આપશે. તમારા ચોખ્ખા નફાને પણ પ્રકાશિત કરવામાં આવશે જેથી તમે તે મુજબ તમારા લક્ષ્યની પરિપૂર્ણતાનો અંદાજ લગાવી શકો.

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