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ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »SIP માટે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ

SIP 2022 – 2023 માટે ભારતમાં શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ

Updated on November 11, 2026 , 25750 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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  • લગ્ન
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  • આંતરરાષ્ટ્રીય પ્રવાસ માટે સાચવો
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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 (%)2025 (%)
Invesco India Largecap Fund Growth ₹75.43
↓ -0.37 		₹1,925 100 2.513.15.314.9105.5
Bandhan Large Cap Fund Growth ₹82.13
↓ -0.39 		₹2,098 100 310.92.8149.48.2
BNP Paribas Large Cap Fund Growth ₹229.228
↓ -0.14 		₹2,465 300 1.47.8212.29.44.4
Nippon India Large Cap Fund Growth ₹92.36
↓ -0.43 		₹51,296 100 1.76.7-1.312.2129.2
DSP TOP 100 Equity Growth ₹477.269
↓ -3.66 		₹6,642 500 37.3-1.412.19.48.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Largecap FundBandhan Large Cap FundBNP Paribas Large Cap FundNippon India Large Cap FundDSP TOP 100 Equity
Point 1Bottom quartile AUM (₹1,925 Cr).Bottom quartile AUM (₹2,098 Cr).Lower mid AUM (₹2,465 Cr).Highest AUM (₹51,296 Cr).Upper mid AUM (₹6,642 Cr).
Point 2Established history (17+ yrs).Established history (20+ yrs).Established history (22+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).
Point 3Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).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: Moderately High.Risk profile: Moderately High.
Point 55Y return: 9.95% (upper mid).5Y return: 9.41% (bottom quartile).5Y return: 9.44% (lower mid).5Y return: 12.00% (top quartile).5Y return: 9.41% (bottom quartile).
Point 63Y return: 14.85% (top quartile).3Y return: 14.02% (upper mid).3Y return: 12.24% (lower mid).3Y return: 12.19% (bottom quartile).3Y return: 12.13% (bottom quartile).
Point 71Y return: 5.32% (top quartile).1Y return: 2.78% (upper mid).1Y return: 2.01% (lower mid).1Y return: -1.29% (bottom quartile).1Y return: -1.42% (bottom quartile).
Point 8Alpha: 6.02 (top quartile).Alpha: 3.21 (upper mid).Alpha: 2.79 (lower mid).Alpha: -1.77 (bottom quartile).Alpha: -4.08 (bottom quartile).
Point 9Sharpe: -0.19 (top quartile).Sharpe: -0.33 (upper mid).Sharpe: -0.36 (lower mid).Sharpe: -0.62 (bottom quartile).Sharpe: -0.78 (bottom quartile).
Point 10Information ratio: 0.90 (upper mid).Information ratio: 0.95 (top quartile).Information ratio: 0.42 (lower mid).Information ratio: 0.42 (bottom quartile).Information ratio: 0.22 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,925 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.95% (upper mid).
  • 3Y return: 14.85% (top quartile).
  • 1Y return: 5.32% (top quartile).
  • Alpha: 6.02 (top quartile).
  • Sharpe: -0.19 (top quartile).
  • Information ratio: 0.90 (upper mid).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,098 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.41% (bottom quartile).
  • 3Y return: 14.02% (upper mid).
  • 1Y return: 2.78% (upper mid).
  • Alpha: 3.21 (upper mid).
  • Sharpe: -0.33 (upper mid).
  • Information ratio: 0.95 (top quartile).

BNP Paribas Large Cap Fund

  • Lower mid AUM (₹2,465 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.44% (lower mid).
  • 3Y return: 12.24% (lower mid).
  • 1Y return: 2.01% (lower mid).
  • Alpha: 2.79 (lower mid).
  • Sharpe: -0.36 (lower mid).
  • Information ratio: 0.42 (lower mid).

Nippon India Large Cap Fund

  • Highest AUM (₹51,296 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.00% (top quartile).
  • 3Y return: 12.19% (bottom quartile).
  • 1Y return: -1.29% (bottom quartile).
  • Alpha: -1.77 (bottom quartile).
  • Sharpe: -0.62 (bottom quartile).
  • Information ratio: 0.42 (bottom quartile).

DSP TOP 100 Equity

  • Upper mid AUM (₹6,642 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.41% (bottom quartile).
  • 3Y return: 12.13% (bottom quartile).
  • 1Y return: -1.42% (bottom quartile).
  • Alpha: -4.08 (bottom quartile).
  • Sharpe: -0.78 (bottom quartile).
  • Information ratio: 0.22 (bottom quartile).

SIP માટે શ્રેષ્ઠ મલ્ટી કેપ ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹39.17
↓ -0.01 		₹1,386 1,000 -2.510.516.919.7143.5
Motilal Oswal Multicap 35 Fund Growth ₹65.4749
↓ -0.60 		₹13,446 500 2.319517.412.8-5.6
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 		₹588 300 -4.6-2.619.317.313.6
Mahindra Badhat Yojana Growth ₹40.0441
↓ -0.14 		₹7,457 500 1.11110.316.113.13.4
Aditya Birla Sun Life Equity Fund Growth ₹2,009.35
↓ -9.89 		₹27,982 100 1.410.57.41610.911.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundMotilal Oswal Multicap 35 FundBNP Paribas Multi Cap FundMahindra Badhat YojanaAditya Birla Sun Life Equity Fund
Point 1Bottom quartile AUM (₹1,386 Cr).Upper mid AUM (₹13,446 Cr).Bottom quartile AUM (₹588 Cr).Lower mid AUM (₹7,457 Cr).Highest AUM (₹27,982 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (21+ yrs).Established history (9+ yrs).Oldest track record among peers (28 yrs).
Point 3Not Rated.Top rated.Rating: 4★ (upper mid).Not Rated.Rating: 4★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 13.96% (top quartile).5Y return: 12.84% (bottom quartile).5Y return: 13.57% (upper mid).5Y return: 13.09% (lower mid).5Y return: 10.93% (bottom quartile).
Point 63Y return: 19.73% (top quartile).3Y return: 17.41% (upper mid).3Y return: 17.28% (lower mid).3Y return: 16.06% (bottom quartile).3Y return: 15.95% (bottom quartile).
Point 71Y return: 16.86% (upper mid).1Y return: 5.03% (bottom quartile).1Y return: 19.34% (top quartile).1Y return: 10.25% (lower mid).1Y return: 7.44% (bottom quartile).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 4.27 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 9.62 (top quartile).Alpha: 7.66 (upper mid).
Point 9Sharpe: 0.81 (upper mid).Sharpe: -0.06 (bottom quartile).Sharpe: 2.86 (top quartile).Sharpe: 0.35 (lower mid).Sharpe: 0.12 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.75 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.83 (upper mid).Information ratio: 1.49 (top quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,386 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 13.96% (top quartile).
  • 3Y return: 19.73% (top quartile).
  • 1Y return: 16.86% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.81 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,446 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.84% (bottom quartile).
  • 3Y return: 17.41% (upper mid).
  • 1Y return: 5.03% (bottom quartile).
  • Alpha: 4.27 (lower mid).
  • Sharpe: -0.06 (bottom quartile).
  • Information ratio: 0.75 (lower mid).

BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (upper mid).
  • 3Y return: 17.28% (lower mid).
  • 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 (₹7,457 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.09% (lower mid).
  • 3Y return: 16.06% (bottom quartile).
  • 1Y return: 10.25% (lower mid).
  • Alpha: 9.62 (top quartile).
  • Sharpe: 0.35 (lower mid).
  • Information ratio: 0.83 (upper mid).

Aditya Birla Sun Life Equity Fund

  • Highest AUM (₹27,982 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.93% (bottom quartile).
  • 3Y return: 15.95% (bottom quartile).
  • 1Y return: 7.44% (bottom quartile).
  • Alpha: 7.66 (upper mid).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: 1.49 (top quartile).

SIP માટે શ્રેષ્ઠ મિડ કેપ ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
ICICI Prudential MidCap Fund Growth ₹336.29
↑ 0.43 		₹7,961 100 -3.41.47.719.514.511.1
BNP Paribas Mid Cap Fund Growth ₹110.653
↓ -0.09 		₹2,503 300 -2.73.55.814.612.72.5
Aditya Birla Sun Life Midcap Fund Growth ₹839.95
↑ 0.84 		₹6,550 1,000 -35.94.913.911.24.4
TATA Mid Cap Growth Fund Growth ₹462.794
↑ 0.11 		₹5,860 150 -1.64.83.413.312.85.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential MidCap FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap FundTATA Mid Cap Growth Fund
Point 1Highest AUM (₹7,961 Cr).Bottom quartile AUM (₹2,503 Cr).Upper mid AUM (₹6,550 Cr).Lower mid AUM (₹5,860 Cr).
Point 2Established history (22+ yrs).Established history (20+ yrs).Established history (24+ yrs).Oldest track record among peers (32 yrs).
Point 3Rating: 2★ (lower mid).Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 14.52% (top quartile).5Y return: 12.66% (lower mid).5Y return: 11.23% (bottom quartile).5Y return: 12.77% (upper mid).
Point 63Y return: 19.53% (top quartile).3Y return: 14.56% (upper mid).3Y return: 13.87% (lower mid).3Y return: 13.27% (bottom quartile).
Point 71Y return: 7.67% (top quartile).1Y return: 5.78% (upper mid).1Y return: 4.91% (lower mid).1Y return: 3.38% (bottom quartile).
Point 8Alpha: 7.02 (top quartile).Alpha: 1.29 (upper mid).Alpha: 1.18 (lower mid).Alpha: -1.28 (bottom quartile).
Point 9Sharpe: 0.38 (top quartile).Sharpe: 0.12 (upper mid).Sharpe: 0.11 (lower mid).Sharpe: -0.02 (bottom quartile).
Point 10Information ratio: 1.25 (top quartile).Information ratio: -0.02 (upper mid).Information ratio: -0.23 (lower mid).Information ratio: -0.43 (bottom quartile).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,961 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.52% (top quartile).
  • 3Y return: 19.53% (top quartile).
  • 1Y return: 7.67% (top quartile).
  • Alpha: 7.02 (top quartile).
  • Sharpe: 0.38 (top quartile).
  • Information ratio: 1.25 (top quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,503 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 12.66% (lower mid).
  • 3Y return: 14.56% (upper mid).
  • 1Y return: 5.78% (upper mid).
  • Alpha: 1.29 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: -0.02 (upper mid).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,550 Cr).
  • Established history (24+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.23% (bottom quartile).
  • 3Y return: 13.87% (lower mid).
  • 1Y return: 4.91% (lower mid).
  • Alpha: 1.18 (lower mid).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: -0.23 (lower mid).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹5,860 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.77% (upper mid).
  • 3Y return: 13.27% (bottom quartile).
  • 1Y return: 3.38% (bottom quartile).
  • Alpha: -1.28 (bottom quartile).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: -0.43 (bottom quartile).

SIP માટે શ્રેષ્ઠ સ્મોલ કેપ ફંડ્સ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
IDBI Small Cap Fund Growth ₹35.1088
↓ -0.14 		₹841 500 1.113.316.116.114.8-13.4
DSP Small Cap Fund  Growth ₹224.247
↓ -0.05 		₹21,467 500 -211.213.214.915-2.8
Aditya Birla Sun Life Small Cap Fund Growth ₹100.454
↑ 0.06 		₹6,120 1,000 -0.212.914.814.112.2-3.7
Sundaram Small Cap Fund Growth ₹288.025
↓ -0.03 		₹4,107 100 -3.268.513.413.50.4
Nippon India Small Cap Fund Growth ₹180.508
↓ -0.57 		₹80,906 100 -2.65.86.212.816.2-4.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryIDBI Small Cap FundDSP Small Cap Fund Aditya Birla Sun Life Small Cap FundSundaram Small Cap FundNippon India Small Cap Fund
Point 1Bottom quartile AUM (₹841 Cr).Upper mid AUM (₹21,467 Cr).Lower mid AUM (₹6,120 Cr).Bottom quartile AUM (₹4,107 Cr).Highest AUM (₹80,906 Cr).
Point 2Established history (9+ yrs).Established history (19+ yrs).Established history (19+ yrs).Oldest track record among peers (21 yrs).Established history (16+ yrs).
Point 3Not Rated.Rating: 4★ (upper mid).Top rated.Rating: 3★ (bottom quartile).Rating: 4★ (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: 14.82% (lower mid).5Y return: 14.95% (upper mid).5Y return: 12.16% (bottom quartile).5Y return: 13.45% (bottom quartile).5Y return: 16.18% (top quartile).
Point 63Y return: 16.12% (top quartile).3Y return: 14.92% (upper mid).3Y return: 14.07% (lower mid).3Y return: 13.36% (bottom quartile).3Y return: 12.79% (bottom quartile).
Point 71Y return: 16.14% (top quartile).1Y return: 13.18% (lower mid).1Y return: 14.82% (upper mid).1Y return: 8.53% (bottom quartile).1Y return: 6.23% (bottom quartile).
Point 8Alpha: 8.36 (upper mid).Alpha: 12.54 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 6.86 (lower mid).Alpha: 1.80 (bottom quartile).
Point 9Sharpe: 0.51 (lower mid).Sharpe: 0.65 (top quartile).Sharpe: 0.62 (upper mid).Sharpe: 0.46 (bottom quartile).Sharpe: 0.25 (bottom quartile).
Point 10Information ratio: 0.40 (upper mid).Information ratio: 0.63 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.14 (lower mid).Information ratio: -0.03 (bottom quartile).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹841 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.82% (lower mid).
  • 3Y return: 16.12% (top quartile).
  • 1Y return: 16.14% (top quartile).
  • Alpha: 8.36 (upper mid).
  • Sharpe: 0.51 (lower mid).
  • Information ratio: 0.40 (upper mid).

DSP Small Cap Fund 

  • Upper mid AUM (₹21,467 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.95% (upper mid).
  • 3Y return: 14.92% (upper mid).
  • 1Y return: 13.18% (lower mid).
  • Alpha: 12.54 (top quartile).
  • Sharpe: 0.65 (top quartile).
  • Information ratio: 0.63 (top quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹6,120 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.16% (bottom quartile).
  • 3Y return: 14.07% (lower mid).
  • 1Y return: 14.82% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.62 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹4,107 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.45% (bottom quartile).
  • 3Y return: 13.36% (bottom quartile).
  • 1Y return: 8.53% (bottom quartile).
  • Alpha: 6.86 (lower mid).
  • Sharpe: 0.46 (bottom quartile).
  • Information ratio: 0.14 (lower mid).

Nippon India Small Cap Fund

  • Highest AUM (₹80,906 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.18% (top quartile).
  • 3Y return: 12.79% (bottom quartile).
  • 1Y return: 6.23% (bottom quartile).
  • Alpha: 1.80 (bottom quartile).
  • Sharpe: 0.25 (bottom quartile).
  • Information ratio: -0.03 (bottom quartile).

SIP માટે શ્રેષ્ઠ ELSS (ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ્સ).

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
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
Motilal Oswal Long Term Equity Fund Growth ₹56.5704
↓ -0.12 		₹4,890 500 -1.24.87.918.515-9.1
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 		₹210 500 -6.1-3.517.616.711.6
JM Tax Gain Fund Growth ₹52.8209
↓ -0.15 		₹240 500 -0.612.34.415.111.62.5
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

CommentaryIDBI Equity Advantage FundHDFC Long Term Advantage FundMotilal Oswal Long Term Equity FundBaroda Pioneer ELSS 96JM Tax Gain Fund
Point 1Lower mid AUM (₹485 Cr).Upper mid AUM (₹1,318 Cr).Highest AUM (₹4,890 Cr).Bottom quartile AUM (₹210 Cr).Bottom quartile AUM (₹240 Cr).
Point 2Established history (13+ yrs).Oldest track record among peers (25 yrs).Established history (11+ yrs).Established history (11+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Not Rated.Not Rated.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: 9.97% (bottom quartile).5Y return: 17.39% (top quartile).5Y return: 15.00% (upper mid).5Y return: 11.62% (lower mid).5Y return: 11.62% (bottom quartile).
Point 63Y return: 20.84% (top quartile).3Y return: 20.64% (upper mid).3Y return: 18.46% (lower mid).3Y return: 16.70% (bottom quartile).3Y return: 15.08% (bottom quartile).
Point 71Y return: 16.92% (lower mid).1Y return: 35.51% (top quartile).1Y return: 7.94% (bottom quartile).1Y return: 17.56% (upper mid).1Y return: 4.41% (bottom quartile).
Point 8Alpha: 1.78 (bottom quartile).Alpha: 1.75 (bottom quartile).Alpha: 10.14 (top quartile).Alpha: 5.69 (lower mid).Alpha: 9.16 (upper mid).
Point 9Sharpe: 1.21 (lower mid).Sharpe: 2.27 (upper mid).Sharpe: 0.21 (bottom quartile).Sharpe: 2.51 (top quartile).Sharpe: 0.14 (bottom quartile).
Point 10Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 0.76 (upper mid).Information ratio: -0.09 (lower mid).Information ratio: 0.93 (top quartile).

IDBI Equity Advantage Fund

  • Lower mid AUM (₹485 Cr).
  • Established history (13+ 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 (bottom quartile).
  • Sharpe: 1.21 (lower mid).
  • Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

  • Upper 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 (bottom quartile).
  • Sharpe: 2.27 (upper mid).
  • Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Highest AUM (₹4,890 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.00% (upper mid).
  • 3Y return: 18.46% (lower mid).
  • 1Y return: 7.94% (bottom quartile).
  • Alpha: 10.14 (top quartile).
  • Sharpe: 0.21 (bottom quartile).
  • Information ratio: 0.76 (upper mid).

Baroda Pioneer ELSS 96

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

JM Tax Gain Fund

  • Bottom quartile AUM (₹240 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.62% (bottom quartile).
  • 3Y return: 15.08% (bottom quartile).
  • 1Y return: 4.41% (bottom quartile).
  • Alpha: 9.16 (upper mid).
  • Sharpe: 0.14 (bottom quartile).
  • Information ratio: 0.93 (top quartile).

SIP માટે શ્રેષ્ઠ સેક્ટર ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
SBI Healthcare Opportunities Fund Growth ₹541.276
↓ -0.06 		₹5,870 500 4.218.424.824.119.4-3.5
UTI Healthcare Fund Growth ₹349.693
↓ -1.37 		₹1,430 500 2.416.320.922.716.3-3.1
BOI AXA Manufacturing and Infrastructure Fund Growth ₹68.13
↓ -0.32 		₹984 1,000 18.816.319.918.37.8
SBI Magnum Global Fund Growth ₹409.726
↑ 0.45 		₹6,381 500 -1.89.713.37.66.9-5.6
Aditya Birla Sun Life Infrastructure Fund Growth ₹109.43
↓ -0.03 		₹1,220 1,000 0.29.213.216.9160.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Healthcare Opportunities FundUTI Healthcare FundBOI AXA Manufacturing and Infrastructure FundSBI Magnum Global FundAditya Birla Sun Life Infrastructure Fund
Point 1Upper mid AUM (₹5,870 Cr).Lower mid AUM (₹1,430 Cr).Bottom quartile AUM (₹984 Cr).Highest AUM (₹6,381 Cr).Bottom quartile AUM (₹1,220 Cr).
Point 2Established history (21+ yrs).Oldest track record among peers (27 yrs).Established history (16+ yrs).Established history (21+ yrs).Established history (20+ yrs).
Point 3Rating: 2★ (upper mid).Rating: 1★ (bottom quartile).Not Rated.Rating: 2★ (lower mid).Top rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 19.39% (top quartile).5Y return: 16.33% (lower mid).5Y return: 18.26% (upper mid).5Y return: 6.93% (bottom quartile).5Y return: 16.04% (bottom quartile).
Point 63Y return: 24.14% (top quartile).3Y return: 22.69% (upper mid).3Y return: 19.87% (lower mid).3Y return: 7.57% (bottom quartile).3Y return: 16.87% (bottom quartile).
Point 71Y return: 24.82% (top quartile).1Y return: 20.86% (upper mid).1Y return: 16.30% (lower mid).1Y return: 13.26% (bottom quartile).1Y return: 13.20% (bottom quartile).
Point 8Alpha: 3.63 (lower mid).Alpha: 0.86 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 10.50 (upper mid).Alpha: 15.62 (top quartile).
Point 9Sharpe: 0.95 (top quartile).Sharpe: 0.78 (upper mid).Sharpe: 0.70 (lower mid).Sharpe: 0.56 (bottom quartile).Sharpe: 0.41 (bottom quartile).
Point 10Information ratio: 0.10 (upper mid).Information ratio: 0.06 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.66 (bottom quartile).Information ratio: 0.29 (top quartile).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹5,870 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 19.39% (top quartile).
  • 3Y return: 24.14% (top quartile).
  • 1Y return: 24.82% (top quartile).
  • Alpha: 3.63 (lower mid).
  • Sharpe: 0.95 (top quartile).
  • Information ratio: 0.10 (upper mid).

UTI Healthcare Fund

  • Lower mid AUM (₹1,430 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 16.33% (lower mid).
  • 3Y return: 22.69% (upper mid).
  • 1Y return: 20.86% (upper mid).
  • Alpha: 0.86 (bottom quartile).
  • Sharpe: 0.78 (upper mid).
  • Information ratio: 0.06 (lower mid).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹984 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.26% (upper mid).
  • 3Y return: 19.87% (lower mid).
  • 1Y return: 16.30% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.70 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

SBI Magnum Global Fund

  • Highest AUM (₹6,381 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.93% (bottom quartile).
  • 3Y return: 7.57% (bottom quartile).
  • 1Y return: 13.26% (bottom quartile).
  • Alpha: 10.50 (upper mid).
  • Sharpe: 0.56 (bottom quartile).
  • Information ratio: -0.66 (bottom quartile).

Aditya Birla Sun Life Infrastructure Fund

  • Bottom quartile AUM (₹1,220 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 16.04% (bottom quartile).
  • 3Y return: 16.87% (bottom quartile).
  • 1Y return: 13.20% (bottom quartile).
  • Alpha: 15.62 (top quartile).
  • Sharpe: 0.41 (bottom quartile).
  • Information ratio: 0.29 (top quartile).

SIP માટે શ્રેષ્ઠ ધ્યાન કેન્દ્રિત ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
ICICI Prudential Focused Equity Fund Growth ₹98.35
↓ -0.71 		₹17,168 100 210.92.217.713.815.4
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
SBI Focused Equity Fund Growth ₹416.19
↑ 4.04 		₹50,180 500 3.911.41216.39.915.7
HDFC Focused 30 Fund Growth ₹245.043
↓ -0.75 		₹26,553 300 3.812.12.816.315.810.9
Aditya Birla Sun Life Focused Equity Fund Growth ₹153.651
↓ -0.97 		₹7,512 1,000 2.511.34.814.49.810.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundSundaram Select Focus FundSBI Focused Equity FundHDFC Focused 30 FundAditya Birla Sun Life Focused Equity Fund
Point 1Lower mid AUM (₹17,168 Cr).Bottom quartile AUM (₹1,354 Cr).Highest AUM (₹50,180 Cr).Upper mid AUM (₹26,553 Cr).Bottom quartile AUM (₹7,512 Cr).
Point 2Established history (17+ yrs).Oldest track record among peers (24 yrs).Established history (22+ yrs).Established history (22+ yrs).Established history (21+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).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: 13.83% (lower mid).5Y return: 17.29% (top quartile).5Y return: 9.89% (bottom quartile).5Y return: 15.83% (upper mid).5Y return: 9.80% (bottom quartile).
Point 63Y return: 17.72% (top quartile).3Y return: 17.03% (upper mid).3Y return: 16.32% (lower mid).3Y return: 16.28% (bottom quartile).3Y return: 14.39% (bottom quartile).
Point 71Y return: 2.19% (bottom quartile).1Y return: 24.49% (top quartile).1Y return: 12.00% (upper mid).1Y return: 2.83% (bottom quartile).1Y return: 4.81% (lower mid).
Point 8Alpha: 0.71 (lower mid).Alpha: -5.62 (bottom quartile).Alpha: 12.04 (top quartile).Alpha: -2.25 (bottom quartile).Alpha: 2.48 (upper mid).
Point 9Sharpe: -0.29 (bottom quartile).Sharpe: 1.85 (top quartile).Sharpe: 0.27 (upper mid).Sharpe: -0.43 (bottom quartile).Sharpe: -0.17 (lower mid).
Point 10Information ratio: 1.33 (top quartile).Information ratio: -0.52 (bottom quartile).Information ratio: 0.69 (lower mid).Information ratio: 0.72 (upper mid).Information ratio: 0.32 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹17,168 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.83% (lower mid).
  • 3Y return: 17.72% (top quartile).
  • 1Y return: 2.19% (bottom quartile).
  • Alpha: 0.71 (lower mid).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 1.33 (top quartile).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (top quartile).
  • 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).

SBI Focused Equity Fund

  • Highest AUM (₹50,180 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.89% (bottom quartile).
  • 3Y return: 16.32% (lower mid).
  • 1Y return: 12.00% (upper mid).
  • Alpha: 12.04 (top quartile).
  • Sharpe: 0.27 (upper mid).
  • Information ratio: 0.69 (lower mid).

HDFC Focused 30 Fund

  • Upper mid AUM (₹26,553 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.83% (upper mid).
  • 3Y return: 16.28% (bottom quartile).
  • 1Y return: 2.83% (bottom quartile).
  • Alpha: -2.25 (bottom quartile).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.72 (upper mid).

Aditya Birla Sun Life Focused Equity Fund

  • Bottom quartile AUM (₹7,512 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.80% (bottom quartile).
  • 3Y return: 14.39% (bottom quartile).
  • 1Y return: 4.81% (lower mid).
  • Alpha: 2.48 (upper mid).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.32 (bottom quartile).

SIP માટે શ્રેષ્ઠ મૂલ્ય ભંડોળ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
HDFC Capital Builder Value Fund Growth ₹811.248
↓ -5.03 		₹8,039 300 1.1115.415.912.38.6
ICICI Prudential Value Discovery Fund Growth ₹474.11
↓ -3.18 		₹57,250 100 1.54.6-3.912.913.413.8
Aditya Birla Sun Life Pure Value Fund Growth ₹136.728
↓ -0.64 		₹6,659 1,000 -1.26.36.712.612.62.6
UTI Value Opportunities Fund Growth ₹168.357
↓ -0.98 		₹9,025 500 05.9-2.512.5107
Tata Equity PE Fund Growth ₹360.943
↓ -2.74 		₹8,239 150 1.76.50.512.4123.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Capital Builder Value FundICICI Prudential Value Discovery FundAditya Birla Sun Life Pure Value FundUTI Value Opportunities FundTata Equity PE Fund
Point 1Bottom quartile AUM (₹8,039 Cr).Highest AUM (₹57,250 Cr).Bottom quartile AUM (₹6,659 Cr).Upper mid AUM (₹9,025 Cr).Lower mid AUM (₹8,239 Cr).
Point 2Oldest track record among peers (32 yrs).Established history (22+ yrs).Established history (18+ yrs).Established history (21+ yrs).Established history (22+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 1★ (bottom quartile).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: 12.34% (lower mid).5Y return: 13.44% (top quartile).5Y return: 12.57% (upper mid).5Y return: 10.03% (bottom quartile).5Y return: 11.98% (bottom quartile).
Point 63Y return: 15.88% (top quartile).3Y return: 12.95% (upper mid).3Y return: 12.61% (lower mid).3Y return: 12.46% (bottom quartile).3Y return: 12.44% (bottom quartile).
Point 71Y return: 5.38% (upper mid).1Y return: -3.85% (bottom quartile).1Y return: 6.67% (top quartile).1Y return: -2.47% (bottom quartile).1Y return: 0.48% (lower mid).
Point 8Alpha: 6.62 (upper mid).Alpha: -6.84 (bottom quartile).Alpha: 11.84 (top quartile).Alpha: -3.88 (bottom quartile).Alpha: 0.14 (lower mid).
Point 9Sharpe: 0.04 (upper mid).Sharpe: -0.78 (bottom quartile).Sharpe: 0.32 (top quartile).Sharpe: -0.54 (bottom quartile).Sharpe: -0.30 (lower mid).
Point 10Information ratio: 1.80 (top quartile).Information ratio: 0.06 (bottom quartile).Information ratio: 0.48 (upper mid).Information ratio: 0.20 (bottom quartile).Information ratio: 0.34 (lower mid).

HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹8,039 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.34% (lower mid).
  • 3Y return: 15.88% (top quartile).
  • 1Y return: 5.38% (upper mid).
  • Alpha: 6.62 (upper mid).
  • Sharpe: 0.04 (upper mid).
  • Information ratio: 1.80 (top quartile).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹57,250 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.44% (top quartile).
  • 3Y return: 12.95% (upper mid).
  • 1Y return: -3.85% (bottom quartile).
  • Alpha: -6.84 (bottom quartile).
  • Sharpe: -0.78 (bottom quartile).
  • Information ratio: 0.06 (bottom quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,659 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.57% (upper mid).
  • 3Y return: 12.61% (lower mid).
  • 1Y return: 6.67% (top quartile).
  • Alpha: 11.84 (top quartile).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.48 (upper mid).

UTI Value Opportunities Fund

  • Upper mid AUM (₹9,025 Cr).
  • Established history (21+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.03% (bottom quartile).
  • 3Y return: 12.46% (bottom quartile).
  • 1Y return: -2.47% (bottom quartile).
  • Alpha: -3.88 (bottom quartile).
  • Sharpe: -0.54 (bottom quartile).
  • Information ratio: 0.20 (bottom quartile).

Tata Equity PE Fund

  • Lower mid AUM (₹8,239 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.98% (bottom quartile).
  • 3Y return: 12.44% (bottom quartile).
  • 1Y return: 0.48% (lower mid).
  • Alpha: 0.14 (lower mid).
  • Sharpe: -0.30 (lower mid).
  • Information ratio: 0.34 (lower mid).

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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