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ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »SIP માટે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ

SIP 2022 – 2023 માટે ભારતમાં શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ

Updated on May 27, 2026 , 25336 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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  • તબીબી કટોકટી વગેરે.

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Largecap Fund Growth ₹68.01
↓ -0.82 		₹1,722 100 -1.2-5.6-0.314.212.45.5
Nippon India Large Cap Fund Growth ₹87.6519
↓ -1.20 		₹51,690 100 -4.9-7.2-1.814.215.39.2
ICICI Prudential Bluechip Fund Growth ₹105.53
↓ -1.59 		₹75,650 100 -5.9-9.1-3.113.813.311.3
BNP Paribas Large Cap Fund Growth ₹215.763
↓ -2.58 		₹2,579 300 -3.3-5.2-1.413.111.84.4
DSP TOP 100 Equity Growth ₹447
↓ -6.49 		₹7,192 500 -5.9-8.5-5.513.110.98.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Largecap FundNippon India Large Cap FundICICI Prudential Bluechip FundBNP Paribas Large Cap FundDSP TOP 100 Equity
Point 1Bottom quartile AUM (₹1,722 Cr).Upper mid AUM (₹51,690 Cr).Highest AUM (₹75,650 Cr).Bottom quartile AUM (₹2,579 Cr).Lower mid AUM (₹7,192 Cr).
Point 2Established history (16+ yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (21+ yrs).Oldest track record among peers (23 yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 4★ (upper mid).Rating: 3★ (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: 12.35% (lower mid).5Y return: 15.27% (top quartile).5Y return: 13.31% (upper mid).5Y return: 11.82% (bottom quartile).5Y return: 10.94% (bottom quartile).
Point 63Y return: 14.16% (top quartile).3Y return: 14.15% (upper mid).3Y return: 13.78% (lower mid).3Y return: 13.15% (bottom quartile).3Y return: 13.14% (bottom quartile).
Point 71Y return: -0.32% (top quartile).1Y return: -1.78% (lower mid).1Y return: -3.09% (bottom quartile).1Y return: -1.35% (upper mid).1Y return: -5.51% (bottom quartile).
Point 8Alpha: 1.01 (lower mid).Alpha: 1.61 (top quartile).Alpha: -1.90 (bottom quartile).Alpha: 1.15 (upper mid).Alpha: -4.44 (bottom quartile).
Point 9Sharpe: -0.11 (lower mid).Sharpe: -0.07 (top quartile).Sharpe: -0.29 (bottom quartile).Sharpe: -0.10 (upper mid).Sharpe: -0.47 (bottom quartile).
Point 10Information ratio: 0.75 (lower mid).Information ratio: 1.16 (top quartile).Information ratio: 0.86 (upper mid).Information ratio: 0.59 (bottom quartile).Information ratio: 0.62 (bottom 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: 12.35% (lower mid).
  • 3Y return: 14.16% (top quartile).
  • 1Y return: -0.32% (top quartile).
  • Alpha: 1.01 (lower mid).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.75 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹51,690 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.27% (top quartile).
  • 3Y return: 14.15% (upper mid).
  • 1Y return: -1.78% (lower mid).
  • Alpha: 1.61 (top quartile).
  • Sharpe: -0.07 (top quartile).
  • Information ratio: 1.16 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹75,650 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.31% (upper mid).
  • 3Y return: 13.78% (lower mid).
  • 1Y return: -3.09% (bottom quartile).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.86 (upper mid).

BNP Paribas Large Cap Fund

  • Bottom quartile AUM (₹2,579 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.82% (bottom quartile).
  • 3Y return: 13.15% (bottom quartile).
  • 1Y return: -1.35% (upper mid).
  • Alpha: 1.15 (upper mid).
  • Sharpe: -0.10 (upper mid).
  • Information ratio: 0.59 (bottom quartile).

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: 10.94% (bottom quartile).
  • 3Y return: 13.14% (bottom quartile).
  • 1Y return: -5.51% (bottom quartile).
  • Alpha: -4.44 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: 0.62 (bottom quartile).

SIP માટે શ્રેષ્ઠ મલ્ટી કેપ ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹36.44
↓ -0.45 		₹1,158 1,000 7.69.115.92214.63.5
ICICI Prudential Multicap Fund Growth ₹839.18
↓ -11.16 		₹16,997 100 4.74.56.619.816.75.7
Mahindra Badhat Yojana Growth ₹36.7012
↓ -0.43 		₹6,439 500 2.81.16.819.416.43.4
Nippon India Multi Cap Fund Growth ₹296.583
↓ -3.24 		₹52,634 100 0-2.20.718.419.94.1
Motilal Oswal Multicap 35 Fund Growth ₹56.9841
↓ -0.37 		₹12,770 500 1.1-8.6-5.418.312-5.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 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: 14.62% (bottom quartile).5Y return: 16.66% (upper mid).5Y return: 16.42% (lower mid).5Y return: 19.91% (top quartile).5Y return: 11.95% (bottom quartile).
Point 63Y return: 22.04% (top quartile).3Y return: 19.75% (upper mid).3Y return: 19.38% (lower mid).3Y return: 18.37% (bottom quartile).3Y return: 18.30% (bottom quartile).
Point 71Y return: 15.94% (top quartile).1Y return: 6.60% (lower mid).1Y return: 6.75% (upper mid).1Y return: 0.69% (bottom quartile).1Y return: -5.45% (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: 14.62% (bottom quartile).
  • 3Y return: 22.04% (top quartile).
  • 1Y return: 15.94% (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: 16.66% (upper mid).
  • 3Y return: 19.75% (upper mid).
  • 1Y return: 6.60% (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: 16.42% (lower mid).
  • 3Y return: 19.38% (lower mid).
  • 1Y return: 6.75% (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: 19.91% (top quartile).
  • 3Y return: 18.37% (bottom quartile).
  • 1Y return: 0.69% (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: 11.95% (bottom quartile).
  • 3Y return: 18.30% (bottom quartile).
  • 1Y return: -5.45% (bottom quartile).
  • Alpha: -6.56 (bottom quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.45 (bottom quartile).

SIP માટે શ્રેષ્ઠ મિડ કેપ ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential MidCap Fund Growth ₹337.47
↓ -5.83 		₹7,557 100 5.4817.426.119.511.1
BNP Paribas Mid Cap Fund Growth ₹109.048
↓ -1.38 		₹2,389 300 3.43.61021.117.22.5
TATA Mid Cap Growth Fund Growth ₹446.456
↓ -4.92 		₹5,604 150 0.7-0.77.619.316.75.8
Aditya Birla Sun Life Midcap Fund Growth ₹805.09
↓ -6.22 		₹6,290 1,000 3.10.45.118.916.54.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 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: 19.51% (top quartile).5Y return: 17.25% (upper mid).5Y return: 16.74% (lower mid).5Y return: 16.49% (bottom quartile).
Point 63Y return: 26.08% (top quartile).3Y return: 21.10% (upper mid).3Y return: 19.34% (lower mid).3Y return: 18.87% (bottom quartile).
Point 71Y return: 17.43% (top quartile).1Y return: 9.98% (upper mid).1Y return: 7.62% (lower mid).1Y return: 5.11% (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: 19.51% (top quartile).
  • 3Y return: 26.08% (top quartile).
  • 1Y return: 17.43% (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: 17.25% (upper mid).
  • 3Y return: 21.10% (upper mid).
  • 1Y return: 9.98% (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: 16.74% (lower mid).
  • 3Y return: 19.34% (lower mid).
  • 1Y return: 7.62% (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: 16.49% (bottom quartile).
  • 3Y return: 18.87% (bottom quartile).
  • 1Y return: 5.11% (bottom quartile).
  • Alpha: -2.10 (bottom quartile).
  • Sharpe: 0.24 (bottom quartile).
  • Information ratio: -0.61 (lower mid).

SIP માટે શ્રેષ્ઠ સ્મોલ કેપ ફંડ્સ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Small Cap Fund Growth ₹276.149
↓ -2.26 		₹3,563 100 9.64.91019.817.90.4
Nippon India Small Cap Fund Growth ₹173.314
↓ -1.80 		₹72,673 100 6.92.94.819.720.9-4.7
DSP Small Cap Fund  Growth ₹205.931
↓ -0.94 		₹17,906 500 5.84.4719.418.4-2.8
IDBI Small Cap Fund Growth ₹31.8468
↓ -0.12 		₹660 500 12.17.57.31818.1-13.4
Aditya Birla Sun Life Small Cap Fund Growth ₹91.2669
↓ -0.48 		₹5,253 1,000 8.65.68.817.713.9-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySundaram Small Cap FundNippon India Small Cap FundDSP Small Cap Fund IDBI Small Cap FundAditya Birla Sun Life Small Cap Fund
Point 1Bottom quartile AUM (₹3,563 Cr).Highest AUM (₹72,673 Cr).Upper mid AUM (₹17,906 Cr).Bottom quartile AUM (₹660 Cr).Lower mid AUM (₹5,253 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (8+ yrs).Established history (19+ yrs).
Point 3Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Not Rated.Top 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: 17.93% (bottom quartile).5Y return: 20.88% (top quartile).5Y return: 18.39% (upper mid).5Y return: 18.10% (lower mid).5Y return: 13.92% (bottom quartile).
Point 63Y return: 19.76% (top quartile).3Y return: 19.69% (upper mid).3Y return: 19.40% (lower mid).3Y return: 18.05% (bottom quartile).3Y return: 17.73% (bottom quartile).
Point 71Y return: 10.05% (top quartile).1Y return: 4.78% (bottom quartile).1Y return: 7.01% (bottom quartile).1Y return: 7.27% (lower mid).1Y return: 8.84% (upper mid).
Point 8Alpha: 5.65 (top quartile).Alpha: 0.91 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 1.25 (upper mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.48 (upper mid).Sharpe: 0.29 (bottom quartile).Sharpe: 0.60 (top quartile).Sharpe: 0.30 (bottom quartile).Sharpe: 0.46 (lower mid).
Point 10Information ratio: -0.23 (bottom quartile).Information ratio: -0.16 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: -0.45 (bottom quartile).Information ratio: 0.00 (upper mid).

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: 17.93% (bottom quartile).
  • 3Y return: 19.76% (top quartile).
  • 1Y return: 10.05% (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: 20.88% (top quartile).
  • 3Y return: 19.69% (upper mid).
  • 1Y return: 4.78% (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: 18.39% (upper mid).
  • 3Y return: 19.40% (lower mid).
  • 1Y return: 7.01% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.60 (top quartile).
  • Information ratio: 0.00 (top quartile).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹660 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.10% (lower mid).
  • 3Y return: 18.05% (bottom quartile).
  • 1Y return: 7.27% (lower mid).
  • Alpha: 1.25 (upper mid).
  • Sharpe: 0.30 (bottom quartile).
  • Information ratio: -0.45 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹5,253 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.92% (bottom quartile).
  • 3Y return: 17.73% (bottom quartile).
  • 1Y return: 8.84% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.46 (lower mid).
  • Information ratio: 0.00 (upper mid).

SIP માટે શ્રેષ્ઠ ELSS (ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ્સ).

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹53.539
↓ -0.35 		₹4,659 500 10.73.4422.618.3-9.1
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 ₹424.675
↓ -4.83 		₹31,094 500 -4.5-6-218.916.96.6
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 		₹210 500 -6.1-3.517.616.711.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 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 FundBaroda Pioneer ELSS 96
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 (₹210 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Oldest track record among peers (25 yrs).Established history (19+ yrs).Established history (11+ yrs).
Point 3Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 2★ (lower mid).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: 18.32% (top quartile).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (upper mid).5Y return: 16.91% (lower mid).5Y return: 11.62% (bottom quartile).
Point 63Y return: 22.56% (top quartile).3Y return: 20.84% (upper mid).3Y return: 20.64% (lower mid).3Y return: 18.86% (bottom quartile).3Y return: 16.70% (bottom quartile).
Point 71Y return: 4.00% (bottom quartile).1Y return: 16.92% (lower mid).1Y return: 35.51% (top quartile).1Y return: -1.98% (bottom quartile).1Y return: 17.56% (upper mid).
Point 8Alpha: 11.45 (top quartile).Alpha: 1.78 (lower mid).Alpha: 1.75 (bottom quartile).Alpha: -1.51 (bottom quartile).Alpha: 5.69 (upper mid).
Point 9Sharpe: 0.48 (bottom quartile).Sharpe: 1.21 (lower mid).Sharpe: 2.27 (upper mid).Sharpe: -0.11 (bottom quartile).Sharpe: 2.51 (top 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: -0.09 (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: 18.32% (top quartile).
  • 3Y return: 22.56% (top quartile).
  • 1Y return: 4.00% (bottom quartile).
  • Alpha: 11.45 (top quartile).
  • Sharpe: 0.48 (bottom quartile).
  • 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% (lower mid).
  • Alpha: 1.78 (lower 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% (upper mid).
  • 3Y return: 20.64% (lower mid).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (upper mid).
  • Information ratio: -0.15 (bottom quartile).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹31,094 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.91% (lower mid).
  • 3Y return: 18.86% (bottom quartile).
  • 1Y return: -1.98% (bottom quartile).
  • Alpha: -1.51 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 1.48 (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 (upper mid).
  • Sharpe: 2.51 (top quartile).
  • Information ratio: -0.09 (lower mid).

SIP માટે શ્રેષ્ઠ સેક્ટર ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹112.557
↑ 0.15 		₹2,343 500 2.217.727.224.817.917.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹63.52
↓ -0.40 		₹755 1,000 6.88.115.625.521.67.8
DSP India T.I.G.E.R Fund Growth ₹353.01
↓ -2.34 		₹5,789 500 811.614.326.724.1-2.5
SBI Magnum COMMA Fund Growth ₹116.723
↓ -1.93 		₹1,081 500 1.51013.921.112.712.3
TATA Resources & Energy Fund Growth ₹49.3743
↓ -0.89 		₹1,343 150 4.49.211.518.914.310.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 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 FundTATA Resources & Energy Fund
Point 1Upper mid AUM (₹2,343 Cr).Bottom quartile AUM (₹755 Cr).Highest AUM (₹5,789 Cr).Bottom quartile AUM (₹1,081 Cr).Lower mid AUM (₹1,343 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (20+ yrs).Established history (10+ yrs).
Point 3Top rated.Not Rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 17.91% (lower mid).5Y return: 21.62% (upper mid).5Y return: 24.10% (top quartile).5Y return: 12.66% (bottom quartile).5Y return: 14.31% (bottom quartile).
Point 63Y return: 24.83% (lower mid).3Y return: 25.49% (upper mid).3Y return: 26.69% (top quartile).3Y return: 21.08% (bottom quartile).3Y return: 18.88% (bottom quartile).
Point 71Y return: 27.21% (top quartile).1Y return: 15.55% (upper mid).1Y return: 14.26% (lower mid).1Y return: 13.88% (bottom quartile).1Y return: 11.51% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 1.36 (top quartile).Alpha: -5.86 (bottom quartile).
Point 9Sharpe: 1.74 (top quartile).Sharpe: 0.90 (lower mid).Sharpe: 0.68 (bottom quartile).Sharpe: 0.91 (upper mid).Sharpe: 0.53 (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: -0.52 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Upper mid AUM (₹2,343 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 17.91% (lower mid).
  • 3Y return: 24.83% (lower mid).
  • 1Y return: 27.21% (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: 21.62% (upper mid).
  • 3Y return: 25.49% (upper mid).
  • 1Y return: 15.55% (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: 24.10% (top quartile).
  • 3Y return: 26.69% (top quartile).
  • 1Y return: 14.26% (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: 12.66% (bottom quartile).
  • 3Y return: 21.08% (bottom quartile).
  • 1Y return: 13.88% (bottom quartile).
  • Alpha: 1.36 (top quartile).
  • Sharpe: 0.91 (upper mid).
  • Information ratio: -0.08 (bottom quartile).

TATA Resources & Energy Fund

  • Lower mid AUM (₹1,343 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.31% (bottom quartile).
  • 3Y return: 18.88% (bottom quartile).
  • 1Y return: 11.51% (bottom quartile).
  • Alpha: -5.86 (bottom quartile).
  • Sharpe: 0.53 (bottom quartile).
  • Information ratio: -0.52 (bottom quartile).

SIP માટે શ્રેષ્ઠ ધ્યાન કેન્દ્રિત ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Focused Equity Fund Growth ₹89.69
↓ -1.41 		₹16,009 100 -4.8-8-0.218.316.215.4
SBI Focused Equity Fund Growth ₹390.563
↑ 2.42 		₹46,042 500 4.82.913.91814.415.7
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
HDFC Focused 30 Fund Growth ₹220.538
↓ -2.77 		₹26,182 300 -7.3-8-2.516.718.310.9
DSP Focus Fund Growth ₹52.089
↓ -0.57 		₹2,490 500 -4.9-7.9-4.314.8117.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundSBI Focused Equity FundSundaram Select Focus FundHDFC Focused 30 FundDSP Focus Fund
Point 1Lower mid AUM (₹16,009 Cr).Highest AUM (₹46,042 Cr).Bottom quartile AUM (₹1,354 Cr).Upper mid AUM (₹26,182 Cr).Bottom quartile AUM (₹2,490 Cr).
Point 2Established history (17+ yrs).Established history (21+ yrs).Oldest track record among peers (23 yrs).Established history (21+ 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: 16.16% (lower mid).5Y return: 14.43% (bottom quartile).5Y return: 17.29% (upper mid).5Y return: 18.34% (top quartile).5Y return: 11.00% (bottom quartile).
Point 63Y return: 18.30% (top quartile).3Y return: 17.99% (upper mid).3Y return: 17.03% (lower mid).3Y return: 16.66% (bottom quartile).3Y return: 14.79% (bottom quartile).
Point 71Y return: -0.20% (lower mid).1Y return: 13.92% (upper mid).1Y return: 24.49% (top quartile).1Y return: -2.54% (bottom quartile).1Y return: -4.33% (bottom quartile).
Point 8Alpha: -0.51 (upper mid).Alpha: 11.44 (top quartile).Alpha: -5.62 (bottom quartile).Alpha: -3.83 (bottom quartile).Alpha: -3.58 (lower mid).
Point 9Sharpe: -0.05 (lower mid).Sharpe: 0.56 (upper mid).Sharpe: 1.85 (top quartile).Sharpe: -0.25 (bottom quartile).Sharpe: -0.21 (bottom quartile).
Point 10Information ratio: 1.24 (top quartile).Information ratio: 0.59 (upper mid).Information ratio: -0.52 (bottom quartile).Information ratio: 0.51 (lower mid).Information ratio: 0.35 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹16,009 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.16% (lower mid).
  • 3Y return: 18.30% (top quartile).
  • 1Y return: -0.20% (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: 14.43% (bottom quartile).
  • 3Y return: 17.99% (upper mid).
  • 1Y return: 13.92% (upper mid).
  • Alpha: 11.44 (top quartile).
  • Sharpe: 0.56 (upper mid).
  • Information ratio: 0.59 (upper mid).

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% (lower 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 (₹26,182 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.34% (top quartile).
  • 3Y return: 16.66% (bottom quartile).
  • 1Y return: -2.54% (bottom quartile).
  • Alpha: -3.83 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: 0.51 (lower mid).

DSP Focus Fund

  • Bottom quartile AUM (₹2,490 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.00% (bottom quartile).
  • 3Y return: 14.79% (bottom quartile).
  • 1Y return: -4.33% (bottom quartile).
  • Alpha: -3.58 (lower mid).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 0.35 (bottom quartile).

SIP માટે શ્રેષ્ઠ મૂલ્ય ભંડોળ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Pure Value Fund Growth ₹131.54
↓ -1.49 		₹6,388 1,000 3.92.56.418.914.82.6
Nippon India Value Fund Growth ₹220.192
↓ -3.13 		₹8,919 100 -3.4-5.9-1.318.516.24.2
HDFC Capital Builder Value Fund Growth ₹739.999
↓ -10.10 		₹7,324 300 -2.2-4.32.31714.88.6
JM Value Fund Growth ₹91.3547
↓ -1.10 		₹826 500 -1-6.3-6.316.415.6-4.4
ICICI Prudential Value Discovery Fund Growth ₹454.62
↓ -5.90 		₹59,588 100 -6.1-8.7-216.316.713.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Pure Value FundNippon India Value FundHDFC Capital Builder Value FundJM Value FundICICI Prudential Value Discovery Fund
Point 1Bottom quartile AUM (₹6,388 Cr).Upper mid AUM (₹8,919 Cr).Lower mid AUM (₹7,324 Cr).Bottom quartile AUM (₹826 Cr).Highest AUM (₹59,588 Cr).
Point 2Established history (18+ yrs).Established history (20+ yrs).Oldest track record among peers (32 yrs).Established history (29+ yrs).Established history (21+ yrs).
Point 3Rating: 3★ (upper mid).Not Rated.Rating: 3★ (lower mid).Top rated.Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 14.85% (bottom quartile).5Y return: 16.24% (upper mid).5Y return: 14.78% (bottom quartile).5Y return: 15.63% (lower mid).5Y return: 16.68% (top quartile).
Point 63Y return: 18.85% (top quartile).3Y return: 18.49% (upper mid).3Y return: 16.96% (lower mid).3Y return: 16.37% (bottom quartile).3Y return: 16.28% (bottom quartile).
Point 71Y return: 6.36% (top quartile).1Y return: -1.35% (lower mid).1Y return: 2.26% (upper mid).1Y return: -6.34% (bottom quartile).1Y return: -2.03% (bottom quartile).
Point 8Alpha: 6.63 (top quartile).Alpha: -0.16 (lower mid).Alpha: 1.67 (upper mid).Alpha: -2.81 (bottom quartile).Alpha: -2.49 (bottom quartile).
Point 9Sharpe: 0.32 (top quartile).Sharpe: -0.01 (lower mid).Sharpe: 0.09 (upper mid).Sharpe: -0.15 (bottom quartile).Sharpe: -0.18 (bottom quartile).
Point 10Information ratio: 0.64 (lower mid).Information ratio: 1.64 (top quartile).Information ratio: 1.44 (upper mid).Information ratio: 0.39 (bottom quartile).Information ratio: 0.46 (bottom 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: 14.85% (bottom quartile).
  • 3Y return: 18.85% (top quartile).
  • 1Y return: 6.36% (top quartile).
  • Alpha: 6.63 (top quartile).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.64 (lower mid).

Nippon India Value Fund

  • Upper mid AUM (₹8,919 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.24% (upper mid).
  • 3Y return: 18.49% (upper mid).
  • 1Y return: -1.35% (lower mid).
  • Alpha: -0.16 (lower mid).
  • Sharpe: -0.01 (lower mid).
  • Information ratio: 1.64 (top quartile).

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: 14.78% (bottom quartile).
  • 3Y return: 16.96% (lower mid).
  • 1Y return: 2.26% (upper mid).
  • Alpha: 1.67 (upper mid).
  • Sharpe: 0.09 (upper mid).
  • Information ratio: 1.44 (upper mid).

JM Value Fund

  • Bottom quartile AUM (₹826 Cr).
  • Established history (29+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.63% (lower mid).
  • 3Y return: 16.37% (bottom quartile).
  • 1Y return: -6.34% (bottom quartile).
  • Alpha: -2.81 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: 0.39 (bottom quartile).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹59,588 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.68% (top quartile).
  • 3Y return: 16.28% (bottom quartile).
  • 1Y return: -2.03% (bottom quartile).
  • Alpha: -2.49 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: 0.46 (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

SIP-Calculator

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.

શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડમાં કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.

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