2022 - 2023 ની ટોચની 10 શ્રેષ્ઠ કામગીરી કરનાર SIP યોજનાઓ

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સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાનમાં શા માટે રોકાણ કરવું?
સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાનમાં કેવી રીતે રોકાણ કરવું?
નાણાકીય વર્ષ 22 - 23 માં રોકાણ કરવા માટે શ્રેષ્ઠ SIP યોજનાઓ
શ્રેષ્ઠ SIP રોકાણ કેવી રીતે પસંદ કરવું?
SIP કેલ્ક્યુલેટર (SIP રીટર્ન કેલ્ક્યુલેટર)
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ભારતમાં 2022 માં શ્રેષ્ઠ પ્રદર્શન કરતી SIP યોજનાઓ

Updated on April 26, 2025 , 192294 views

શ્રેષ્ઠSIP યોજનાઓ? તેમને કેવી રીતે પસંદ કરવા? આ કેટલાક સામાન્ય પ્રશ્નો છે જે રોકાણકારોના મનમાં જ્યારે વિચારે છેરોકાણ માંમ્યુચ્યુઅલ ફંડ SIP અથવા સિસ્ટમેટિક દ્વારારોકાણ યોજના.

SIP રોકાણ મ્યુચ્યુઅલ ફંડમાં રોકાણ કરતી વખતે સૌથી વધુ શિસ્તબદ્ધ રોકાણ વિકલ્પોમાંથી એક છે. વધુમાં, SIP મ્યુચ્યુઅલ ફંડમાં રોકાણની લઘુત્તમ રકમ INR 500 જેટલી ઓછી છે. આનાથી રોકાણ કરવામાં આવે છે.ટોચની SIP ખૂબ અનુકૂળ યોજનાઓ.

સામાન્ય રીતે, ભારતમાં કેટલીક શ્રેષ્ઠ SIP યોજનાઓ જ્યારે લાંબા ગાળા માટે રોકાણ કરવામાં આવે ત્યારે સારું વળતર આપે છે. SIP અથવા સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાનમાં રોકાણ કરીને વ્યક્તિ કેટલી કમાણી કરી શકે છે તે જાણવા માટે, તપાસોસિપ કેલ્ક્યુલેટર (SIP રીટર્ન કેલ્ક્યુલેટર તરીકે પણ ઓળખાય છે) નીચેનો વિભાગ.

સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાનમાં શા માટે રોકાણ કરવું?

વ્યવસ્થિત રોકાણ યોજના બહુવિધ લાભો સાથે આવે છે. તેની લઘુત્તમ રોકાણ રકમINR 500 મ્યુચ્યુઅલ ફંડમાં રોકાણની યાત્રા શરૂ કરવા માટે માત્ર મોટાભાગની વસ્તીનું જ નહીં, પરંતુ ઘણા યુવાનોનું પણ ધ્યાન ખેંચ્યું છે. એનરોકાણકાર કોણ ઈચ્છે છેSIP માં રોકાણ કરો તેમના મુખ્ય આયોજન કરી શકે છેનાણાકીય લક્ષ્યો જેમ કે- બાળકનું શિક્ષણ, લગ્ન ખર્ચ, મકાન/ગાડી વગેરેની ખરીદી, શિસ્તબદ્ધ રીતે. વ્યક્તિ ફક્ત તેમના લક્ષ્યો (ટૂંકા ગાળાના, મધ્ય-ગાળાના અને લાંબા ગાળાના) અનુસાર રોકાણ કરવાનું શરૂ કરી શકે છે અને ચોક્કસ સમયગાળામાં સંપત્તિમાં વધારો કરી શકે છે.

SIPs મુખ્ય લાભો આપે છે જેમ કે રૂપિયાની સરેરાશ કિંમત અનેસંયોજન શક્તિ. રૂપિયાની સરેરાશ કિંમત વ્યક્તિને સંપત્તિની ખરીદીની કિંમતની સરેરાશ કાઢવામાં મદદ કરે છે. SIP માં, એકમોની ખરીદી લાંબા ગાળા માટે કરવામાં આવે છે અને તે માસિક અંતરાલો (સામાન્ય રીતે) પર સમાન રીતે ફેલાયેલી હોય છે. રોકાણ સમયાંતરે ફેલાયેલ હોવાને કારણે, રોકાણ સ્ટોકમાં કરવામાં આવે છેબજાર જુદા જુદા ભાવ બિંદુઓ પર રોકાણકારને સરેરાશ ખર્ચનો લાભ આપે છે, તેથી રૂપિયો ખર્ચ સરેરાશ શબ્દ.

ચક્રવૃદ્ધિ વ્યાજના કિસ્સામાં, સાદા વ્યાજથી વિપરીત જ્યાં તમે માત્ર મુદ્દલ પર વ્યાજ મેળવો છો, અહીં વ્યાજની રકમ મુદ્દલમાં ઉમેરવામાં આવે છે, અને વ્યાજની ગણતરી નવા મુદ્દલ (જૂની મુદ્દલ વત્તા નફો) પર કરવામાં આવે છે. આ પ્રક્રિયા દર વખતે ચાલુ રહે છે. SIPમાં મ્યુચ્યુઅલ ફંડ હપ્તામાં હોવાથી, તે ચક્રવૃદ્ધિમાં હોય છે, જે શરૂઆતમાં રોકાણ કરેલી રકમમાં વધુ ઉમેરે છે.

સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાનમાં કેવી રીતે રોકાણ કરવું?

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નાણાકીય વર્ષ 22 - 23 માં રોકાણ કરવા માટે શ્રેષ્ઠ SIP યોજનાઓ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
ICICI Prudential Infrastructure Fund Growth	₹181.53 ↑ 1.94	₹7,214	100	4.8	-3	4.6	28	39.3	27.4
Nippon India Small Cap Fund Growth	₹155.91 ↑ 0.98	₹55,491	100	2.8	-9.2	1.9	21.3	38.5	26.1
Motilal Oswal Midcap 30 Fund Growth	₹93.9671 ↑ 0.91	₹26,028	500	0.3	-9.7	13.2	26.2	36.7	57.1
IDFC Infrastructure Fund Growth	₹47.411 ↑ 0.49	₹1,563	100	5.9	-6.5	1.7	25.6	36.2	39.3
Nippon India Power and Infra Fund Growth	₹327.591 ↑ 5.57	₹6,849	100	5.6	-5	0.5	28.1	35.7	26.9
SBI Contra Fund Growth	₹365.261 ↓ -4.66	₹42,220	500	0.6	-3.7	4.1	21.4	35.7	18.8
HDFC Infrastructure Fund Growth	₹44.782 ↑ 0.61	₹2,329	300	5.7	-3.6	1.6	28.5	35.4	23
L&T Emerging Businesses Fund Growth	₹74.2702 ↑ 0.45	₹13,334	500	0.1	-11.9	-1	17.7	35.2	28.5
Franklin Build India Fund Growth	₹133.088 ↑ 1.72	₹2,642	500	5.2	-3.9	2.6	27.5	35.2	27.8
DSP BlackRock India T.I.G.E.R Fund Growth	₹290.147 ↑ 1.91	₹4,880	500	3.5	-9.2	-0.2	25.4	34.5	32.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25

*આધારિત ભંડોળની યાદીસંપત્તિ >= 200 કરોડ & પર છટણી કરેલ5 વર્ષનું વળતર.

1. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (28 Apr 25)	₹181.53 ↑ 1.94 (1.08 %)
Net Assets (Cr)	₹7,214 on 31 Mar 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.22
Sharpe Ratio	0.14
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹18,670
31 Mar 22	₹25,304
31 Mar 23	₹30,899
31 Mar 24	₹50,465
31 Mar 25	₹54,540

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹791,728.
Net Profit of ₹491,728 Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	1.7%
3 Month	4.8%
6 Month	-3%
1 Year	4.6%
3 Year	28%
5 Year	39.3%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.4%
2022	44.6%
2021	28.8%
2020	50.1%
2019	3.6%
2018	2.6%
2017	-14%
2016	40.8%
2015	2%
2014	-3.4%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	7.83 Yr.
Sharmila D’mello	30 Jun 22	2.76 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	37.76%
Basic Materials	20.96%
Financial Services	15.36%
Utility	9.33%
Energy	6.59%
Communication Services	1.87%
Consumer Cyclical	0.9%
Real Estate	0.82%

Asset Allocation

Asset Class	Value
Cash	5.82%
Equity	93.59%
Debt	0.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	9%	₹678 Cr	1,940,000 ↓ -112,790
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 May 24 \| ADANIPORTS	4%	₹312 Cr	2,637,644 ↓ -57,680
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	4%	₹264 Cr	86,408 ↓ -12,000
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	4%	₹262 Cr	12,522,005 ↑ 515,888
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	3%	₹250 Cr	7,000,000 ↓ -260,775
Vedanta Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 500295	3%	₹219 Cr	4,723,662 ↓ -200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	3%	₹216 Cr	1,600,000 ↓ -390,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹199 Cr	1,559,486 ↓ -150,000
Cummins India Ltd (Industrials) Equity, Since 31 May 17 \| 500480	3%	₹194 Cr	635,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| 522287	3%	₹186 Cr	1,903,566

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.7% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (28 Apr 25)	₹155.91 ↑ 0.98 (0.63 %)
Net Assets (Cr)	₹55,491 on 31 Mar 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.55
Sharpe Ratio	0.07
Information Ratio	0.53
Alpha Ratio	-0.23
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹21,742
31 Mar 22	₹31,334
31 Mar 23	₹33,418
31 Mar 24	₹51,907
31 Mar 25	₹55,076

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746 Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	4%
3 Month	2.8%
6 Month	-9.2%
1 Year	1.9%
3 Year	21.3%
5 Year	38.5%
10 Year
15 Year
Since launch	20.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	26.1%
2022	48.9%
2021	6.5%
2020	74.3%
2019	29.2%
2018	-2.5%
2017	-16.7%
2016	63%
2015	5.6%
2014	15.1%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	8.25 Yr.
Kinjal Desai	25 May 18	6.86 Yr.

Data below for Nippon India Small Cap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	22.79%
Consumer Cyclical	14.16%
Financial Services	13.52%
Basic Materials	12.56%
Consumer Defensive	9.06%
Technology	8.18%
Health Care	8.18%
Utility	2%
Energy	1.96%
Communication Services	1.49%
Real Estate	0.5%

Asset Allocation

Asset Class	Value
Cash	5.21%
Equity	94.79%
Other	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nippon India Liquid Dir Gr Investment Fund \| -	3%	₹1,502 Cr	2,367,230 ↑ 2,367,230
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,216 Cr	6,650,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹983 Cr	1,851,010
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹766 Cr	4,472,130
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹702 Cr	9,100,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹692 Cr	2,499,222
NLC India Ltd (Utilities) Equity, Since 31 Oct 22 \| NLCINDIA	1%	₹665 Cr	27,190,940
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹665 Cr	31,784,062
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 18 \| DIXON	1%	₹620 Cr	470,144
Balrampur Chini Mills Ltd (Consumer Defensive) Equity, Since 28 Feb 19 \| BALRAMCHIN	1%	₹606 Cr	11,061,303 ↑ 212,506

3. Motilal Oswal Midcap 30 Fund

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.2% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (28 Apr 25)	₹93.9671 ↑ 0.91 (0.98 %)
Net Assets (Cr)	₹26,028 on 31 Mar 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	0.47
Information Ratio	0.63
Alpha Ratio	8.9
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,888
31 Mar 22	₹23,342
31 Mar 23	₹25,677
31 Mar 24	₹41,172
31 Mar 25	₹48,151

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840 Invest Now

Returns for Motilal Oswal Midcap 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	1.4%
3 Month	0.3%
6 Month	-9.7%
1 Year	13.2%
3 Year	26.2%
5 Year	36.7%
10 Year
15 Year
Since launch	22.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%
2014	16.5%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.5 Yr.
Niket Shah	1 Jul 20	4.75 Yr.
Rakesh Shetty	22 Nov 22	2.36 Yr.
Sunil Sawant	1 Jul 24	0.75 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Technology	29.51%
Consumer Cyclical	16.27%
Industrials	13.67%
Health Care	5.06%
Communication Services	3.66%
Real Estate	2.93%
Basic Materials	2.25%
Utility	1.13%
Financial Services	0.09%

Asset Allocation

Asset Class	Value
Cash	32.88%
Equity	67.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹2,635 Cr	3,250,000 ↑ 60,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹2,481 Cr	4,499,800 ↑ 250,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	7%	₹1,869 Cr	39,994,625 ↑ 4,967,550
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	4%	₹1,145 Cr	2,225,000 ↑ 475,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500251	4%	₹1,137 Cr	2,135,744 ↑ 335,744
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	4%	₹1,094 Cr	9,969,361
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	4%	₹971 Cr	12,388,500 ↓ -677,859
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	4%	₹969 Cr	735,200 ↓ -399,124
Bharti Hexacom Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIHEXA	4%	₹951 Cr	6,500,000 ↑ 250,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	3%	₹723 Cr	2,500,000

4. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund Growth
Launch Date	8 Mar 11
NAV (28 Apr 25)	₹47.411 ↑ 0.49 (1.03 %)
Net Assets (Cr)	₹1,563 on 31 Mar 25
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.33
Sharpe Ratio	0.11
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹20,153
31 Mar 22	₹24,848
31 Mar 23	₹27,324
31 Mar 24	₹47,064
31 Mar 25	₹50,038

IDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840 Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	3.2%
3 Month	5.9%
6 Month	-6.5%
1 Year	1.7%
3 Year	25.6%
5 Year	36.2%
10 Year
15 Year
Since launch	11.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	39.3%
2022	50.3%
2021	1.7%
2020	64.8%
2019	6.3%
2018	-5.3%
2017	-25.9%
2016	58.7%
2015	10.7%
2014	-0.2%

Fund Manager information for IDFC Infrastructure Fund

Name	Since	Tenure
Vishal Biraia	24 Jan 24	1.19 Yr.
Ritika Behera	7 Oct 23	1.48 Yr.
Gaurav Satra	7 Jun 24	0.82 Yr.

Data below for IDFC Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	56.16%
Utility	13.16%
Basic Materials	9.87%
Communication Services	4.63%
Energy	3.69%
Financial Services	2.72%
Consumer Cyclical	2.55%
Technology	2.5%
Health Care	1.93%

Asset Allocation

Asset Class	Value
Cash	2.79%
Equity	97.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| KIRLOSBROS	5%	₹76 Cr	443,385
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹64 Cr	183,173
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| 532538	4%	₹58 Cr	50,452
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| RELIANCE	4%	₹58 Cr	452,706
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| GPTINFRA	4%	₹57 Cr	4,797,143
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹57 Cr	330,018
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| ADANIPORTS	3%	₹43 Cr	365,137
Bharat Electronics Ltd (Industrials) Equity, Since 31 Oct 19 \| BEL	3%	₹43 Cr	1,431,700
KEC International Ltd (Industrials) Equity, Since 30 Jun 24 \| 532714	3%	₹40 Cr	512,915
PTC India Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| PFS	2%	₹39 Cr	12,400,122

5. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.1% since its launch. Ranked 13 in Sectoral category. Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund Growth
Launch Date	8 May 04
NAV (28 Apr 25)	₹327.591 ↑ 5.57 (1.73 %)
Net Assets (Cr)	₹6,849 on 31 Mar 25
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.05
Sharpe Ratio	-0.05
Information Ratio	1.15
Alpha Ratio	2.34
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹18,563
31 Mar 22	₹23,186
31 Mar 23	₹26,891
31 Mar 24	₹47,550
31 Mar 25	₹48,861

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906 Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	3%
3 Month	5.6%
6 Month	-5%
1 Year	0.5%
3 Year	28.1%
5 Year	35.7%
10 Year
15 Year
Since launch	18.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	26.9%
2022	58%
2021	10.9%
2020	48.9%
2019	10.8%
2018	-2.9%
2017	-21.1%
2016	61.7%
2015	0.1%
2014	0.3%

Fund Manager information for Nippon India Power and Infra Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	6.86 Yr.
Rahul Modi	19 Aug 24	0.62 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	41.09%
Utility	20.7%
Energy	9.09%
Basic Materials	8.27%
Communication Services	7.84%
Real Estate	3.46%
Consumer Cyclical	2.88%
Technology	2.17%
Financial Services	2.11%
Health Care	2.03%

Asset Allocation

Asset Class	Value
Cash	0.35%
Equity	99.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	8%	₹551 Cr	15,400,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	8%	₹523 Cr	4,100,000 ↑ 100,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	8%	₹514 Cr	1,472,001 ↓ -20,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 18 \| BHARTIARTL	7%	₹451 Cr	2,600,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	4%	₹276 Cr	240,038
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| 500400	4%	₹268 Cr	7,130,789 ↑ 155,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Nov 22 \| KAYNES	3%	₹201 Cr	423,938
Siemens Ltd (Industrials) Equity, Since 31 May 21 \| 500550	3%	₹185 Cr	350,000
Carborundum Universal Ltd (Industrials) Equity, Since 30 Sep 23 \| CARBORUNIV	3%	₹183 Cr	1,800,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| 500103	3%	₹173 Cr	8,000,000 ↑ 300,000

6. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch. Ranked 48 in Contra category. Return for 2024 was 18.8% , 2023 was 38.2% and 2022 was 12.8% .

Below is the key information for SBI Contra Fund

SBI Contra Fund Growth
Launch Date	6 May 05
NAV (25 Apr 25)	₹365.261 ↓ -4.66 (-1.26 %)
Net Assets (Cr)	₹42,220 on 31 Mar 25
Category	Equity - Contra
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	0.07
Information Ratio	1.73
Alpha Ratio	0.22
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹20,310
31 Mar 22	₹26,477
31 Mar 23	₹29,993
31 Mar 24	₹44,365
31 Mar 25	₹47,483

SBI Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906 Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	1.3%
3 Month	0.6%
6 Month	-3.7%
1 Year	4.1%
3 Year	21.4%
5 Year	35.7%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	18.8%
2022	38.2%
2021	12.8%
2020	49.9%
2019	30.6%
2018	-1%
2017	-14.3%
2016	40.2%
2015	2.4%
2014	-0.1%

Fund Manager information for SBI Contra Fund

Name	Since	Tenure
Dinesh Balachandran	7 May 18	6.91 Yr.
Pradeep Kesavan	1 Dec 23	1.33 Yr.

Data below for SBI Contra Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	23.67%
Technology	7.71%
Energy	7.35%
Health Care	7.2%
Basic Materials	7.18%
Consumer Cyclical	5.41%
Utility	5.22%
Consumer Defensive	4.69%
Industrials	4.11%
Communication Services	2.97%
Real Estate	0.48%

Asset Allocation

Asset Class	Value
Cash	22.87%
Equity	75.99%
Debt	1.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 16 \| HDFCBANK	9%	₹3,697 Cr	20,224,629 ↑ 2,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	4%	₹1,789 Cr	14,028,250 ↑ 1,700,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| KOTAKBANK	3%	₹1,391 Cr	6,405,768
Bank of India Ltd. Debentures \| -	2%	₹984 Cr	20,000 ↑ 20,000
GAIL (India) Ltd (Utilities) Equity, Since 28 Feb 21 \| 532155	2%	₹952 Cr	51,993,788
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 21 \| 532779	2%	₹916 Cr	6,163,300
Dabur India Ltd (Consumer Defensive) Equity, Since 31 Dec 23 \| 500096	2%	₹863 Cr	17,046,663 ↑ 3,969,196
Tech Mahindra Ltd (Technology) Equity, Since 31 Mar 22 \| 532755	2%	₹821 Cr	5,786,409
Tata Steel Ltd (Basic Materials) Equity, Since 31 Jul 22 \| TATASTEEL	2%	₹817 Cr	52,995,525
State Bank of India (Financial Services) Equity, Since 31 Dec 10 \| SBIN	2%	₹791 Cr	10,254,269

7. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund Growth
Launch Date	10 Mar 08
NAV (28 Apr 25)	₹44.782 ↑ 0.61 (1.39 %)
Net Assets (Cr)	₹2,329 on 31 Mar 25
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.31
Sharpe Ratio	-0.01
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,356
31 Mar 22	₹21,727
31 Mar 23	₹25,279
31 Mar 24	₹45,346
31 Mar 25	₹47,548

HDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906 Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	3.5%
3 Month	5.7%
6 Month	-3.6%
1 Year	1.6%
3 Year	28.5%
5 Year	35.4%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23%
2022	55.4%
2021	19.3%
2020	43.2%
2019	-7.5%
2018	-3.4%
2017	-29%
2016	43.3%
2015	-1.9%
2014	-2.5%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Srinivasan Ramamurthy	12 Jan 24	1.22 Yr.
Dhruv Muchhal	22 Jun 23	1.78 Yr.

Data below for HDFC Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	38.73%
Financial Services	20.42%
Basic Materials	10.95%
Utility	7.64%
Energy	7.08%
Communication Services	3.68%
Health Care	1.7%
Technology	1.31%
Real Estate	0.84%
Consumer Cyclical	0.48%

Asset Allocation

Asset Class	Value
Cash	6.07%
Equity	92.83%
Debt	1.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹175 Cr	1,300,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	6%	₹133 Cr	380,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| HDFCBANK	5%	₹128 Cr	700,000
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	4%	₹92 Cr	1,450,000
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| 532555	3%	₹79 Cr	2,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹77 Cr	150,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| 522287	3%	₹74 Cr	758,285
Coal India Ltd (Energy) Equity, Since 31 Oct 18 \| COALINDIA	3%	₹68 Cr	1,700,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹64 Cr	500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 20 \| BHARTIARTL	3%	₹61 Cr	350,000

8. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 20.1% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund Growth
Launch Date	12 May 14
NAV (28 Apr 25)	₹74.2702 ↑ 0.45 (0.61 %)
Net Assets (Cr)	₹13,334 on 28 Feb 25
Category	Equity - Small Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.73
Sharpe Ratio	-0.4
Information Ratio	-0.11
Alpha Ratio	1.44
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹20,010
31 Mar 22	₹29,870
31 Mar 23	₹31,289
31 Mar 24	₹46,026
31 Mar 25	₹48,026

L&T Emerging Businesses Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906 Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	2.3%
3 Month	0.1%
6 Month	-11.9%
1 Year	-1%
3 Year	17.7%
5 Year	35.2%
10 Year
15 Year
Since launch	20.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	28.5%
2022	46.1%
2021	1%
2020	77.4%
2019	15.5%
2018	-8.1%
2017	-13.7%
2016	66.5%
2015	10.2%
2014	12.3%

Fund Manager information for L&T Emerging Businesses Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	5.29 Yr.
Cheenu Gupta	1 Oct 23	1.5 Yr.
Sonal Gupta	1 Oct 23	1.5 Yr.

Data below for L&T Emerging Businesses Fund as on 28 Feb 25

Equity Sector Allocation

Sector	Value
Industrials	26.11%
Consumer Cyclical	15.8%
Financial Services	13.58%
Basic Materials	10.91%
Technology	9.31%
Health Care	5.7%
Real Estate	4.71%
Consumer Defensive	4.25%
Energy	1.01%

Asset Allocation

Asset Class	Value
Cash	6.28%
Equity	93.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Neuland Laboratories Limited Equity, Since 31 Jan 24 \| -	2%	₹339 Cr	280,946 ↓ -11,533
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 30 Sep 22 \| 500040	2%	₹313 Cr	1,595,574
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 28 Feb 15 \| KPRMILL	2%	₹312 Cr	3,445,300 ↑ 158,403
The Federal Bank Ltd (Financial Services) Equity, Since 30 Sep 22 \| FEDERALBNK	2%	₹300 Cr	15,544,000 ↑ 2,257,421
Time Technoplast Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| TIMETECHNO	2%	₹284 Cr	6,810,500
Suven Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 20 \| SUVENPHAR	2%	₹265 Cr	2,298,085
Sumitomo Chemical India Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Oct 20 \| SUMICHEM	2%	₹261 Cr	4,672,221
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Jan 20 \| AMBER	2%	₹257 Cr	356,138
KFin Technologies Ltd (Technology) Equity, Since 31 Aug 24 \| KFINTECH	2%	₹250 Cr	2,429,736
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| 590003	2%	₹249 Cr	11,912,400

9. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (28 Apr 25)	₹133.088 ↑ 1.72 (1.31 %)
Net Assets (Cr)	₹2,642 on 31 Mar 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.13
Sharpe Ratio	0.09
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹18,042
31 Mar 22	₹22,684
31 Mar 23	₹25,531
31 Mar 24	₹43,699
31 Mar 25	₹46,685

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906 Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	3.2%
3 Month	5.2%
6 Month	-3.9%
1 Year	2.6%
3 Year	27.5%
5 Year	35.2%
10 Year
15 Year
Since launch	18%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.8%
2022	51.1%
2021	11.2%
2020	45.9%
2019	5.4%
2018	6%
2017	-10.7%
2016	43.3%
2015	8.4%
2014	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.45 Yr.
Kiran Sebastian	7 Feb 22	3.15 Yr.
Sandeep Manam	18 Oct 21	3.45 Yr.

Data below for Franklin Build India Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	34.52%
Utility	13.44%
Energy	12.09%
Financial Services	11.98%
Communication Services	7.87%
Basic Materials	7.07%
Consumer Cyclical	3.06%
Real Estate	2.9%
Technology	1.74%

Asset Allocation

Asset Class	Value
Cash	5.33%
Equity	94.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹232 Cr	665,000 ↓ -55,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	6%	₹162 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹153 Cr	300,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹153 Cr	1,200,000 ↑ 150,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	6%	₹148 Cr	4,125,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	5%	₹123 Cr	5,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹123 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹110 Cr	1,000,000 ↑ 100,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹98 Cr	3,365,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	3%	₹75 Cr	2,000,000

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

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.5% since its launch. Ranked 12 in Sectoral category. Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund Growth
Launch Date	11 Jun 04
NAV (28 Apr 25)	₹290.147 ↑ 1.91 (0.66 %)
Net Assets (Cr)	₹4,880 on 31 Mar 25
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.24
Sharpe Ratio	0.14
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹18,218
31 Mar 22	₹23,467
31 Mar 23	₹26,460
31 Mar 24	₹43,618
31 Mar 25	₹46,898

DSP BlackRock India T.I.G.E.R Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310 Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25

Duration	Returns
1 Month	1.7%
3 Month	3.5%
6 Month	-9.2%
1 Year	-0.2%
3 Year	25.4%
5 Year	34.5%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	32.4%
2022	49%
2021	13.9%
2020	51.6%
2019	2.7%
2018	6.7%
2017	-17.2%
2016	47%
2015	4.1%
2014	0.7%

Fund Manager information for DSP BlackRock India T.I.G.E.R Fund

Name	Since	Tenure
Rohit Singhania	21 Jun 10	14.79 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	31.06%
Basic Materials	15.26%
Consumer Cyclical	9.15%
Utility	8.67%
Financial Services	6.66%
Health Care	6.6%
Energy	5.71%
Communication Services	4.44%
Technology	2.67%
Real Estate	1.73%
Consumer Defensive	1.46%

Asset Allocation

Asset Class	Value
Cash	6.59%
Equity	93.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| 532555	5%	₹256 Cr	7,145,883
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	4%	₹212 Cr	1,223,115 ↑ 142,509
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	4%	₹195 Cr	559,286
Siemens Ltd (Industrials) Equity, Since 30 Nov 18 \| 500550	4%	₹195 Cr	369,482
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	3%	₹163 Cr	245,928 ↑ 94,969
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 24 \| AMBER	3%	₹148 Cr	205,752 ↑ 76,624
Coal India Ltd (Energy) Equity, Since 31 Dec 23 \| COALINDIA	3%	₹132 Cr	3,321,453
Rainbow Childrens Medicare Ltd (Healthcare) Equity, Since 31 Jan 25 \| 543524	3%	₹131 Cr	935,870 ↑ 587,697
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 25 \| 532898	2%	₹114 Cr	3,920,048 ↑ 2,342,026
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	2%	₹113 Cr	1,570,529 ↑ 68,054

શ્રેષ્ઠ SIP રોકાણ કેવી રીતે પસંદ કરવું?

ત્યાં વિવિધ મ્યુચ્યુઅલ ફંડ્સ છે જે તમને SIP દ્વારા રોકાણ કરવાની મંજૂરી આપે છે. પરંતુ મુખ્ય સમસ્યા એ પસંદ કરવાનું છેશ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ SIP માટે. જો કે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ વ્યક્તિએ વ્યક્તિએ અલગ અલગ હોઈ શકે છે, નીચે કેટલાક મુદ્દાઓની સૂચિ છે જે રોકાણકારો શ્રેષ્ઠ SIP મ્યુચ્યુઅલ ફંડ પસંદ કરતા પહેલા ધ્યાનમાં લઈ શકે છે.

SIP રોકાણના ઉદ્દેશ્યને સમજો

જ્યારે રોકાણની વાત આવે છે, ત્યારે આપણામાંના દરેકનો એક અલગ હેતુ હોય છે. તેથી SIP દ્વારા મ્યુચ્યુઅલ ફંડમાં રોકાણ કરતા પહેલા, તમારા રોકાણના લક્ષ્યોની સ્પષ્ટ ચિત્ર મેળવવાની સલાહ આપવામાં આવે છે.જોખમ પ્રોફાઇલ. સામાન્ય રીતે,ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ જ્યારે લાંબા ગાળાના ઉદ્દેશ્યો માટે ફાયદાકારક માનવામાં આવે છેમની માર્કેટ અનેડેટ ફંડ ટૂંકા ગાળાના ઉદ્દેશ્યો માટે યોગ્ય છે.

ફંડ હાઉસ જાણો

SIP રિટર્નનો મોટો ભાગ તમારા વતી તમારા નાણાંનું સંચાલન ફંડ હાઉસ પર આધારિત છે. જો ફંડ હાઉસ તેના ઉદ્દેશ્યમાં નિષ્ફળ જાય, તો તમે જ તમારા પૈસા ગુમાવશો. તમારી પાસે શ્રેષ્ઠ SIP પ્લાન છે તેની ખાતરી કરવા માટે એક પ્રતિષ્ઠિત ફંડ હાઉસ પસંદ કરો.

SIP મ્યુચ્યુઅલ ફંડના ફંડની કામગીરી પર નજર રાખો

મૂળભૂત કારણો પૈકી એક જેના કારણે લોકોમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો SIP દ્વારા પૈસા કમાવવાનું છે. તેથી, શ્રેષ્ઠ ફંડ પસંદ કરવા અને પછી શ્રેષ્ઠ SIP યોજનાઓમાં રોકાણ કરવા માટે સમયાંતરે ભંડોળના પ્રદર્શનનું વિશ્લેષણ કરવું મહત્વપૂર્ણ છે. સામાન્ય રીતે, ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ માટે લાંબા ગાળાની કામગીરી જોવામાં આવે છે, જ્યારે ડેટ માટે મ્યુચ્યુઅલ ફંડ્સ ટૂંકાથી મધ્યમ ગાળાના વળતરને ધ્યાનમાં લેવામાં આવે છે.

SIP ના લોડ અને રિકરિંગ ખર્ચનું વિશ્લેષણ કરો

છેલ્લું પરંતુ ઓછામાં ઓછું નહીં, એક્ઝિટ લોડ અને ખર્ચનો ગુણોત્તર જો નિર્દિષ્ટ સમયગાળા (સામાન્ય રીતે લૉક-ઇન પિરિયડ કહેવાય છે) પહેલાં રિડીમ કરવામાં આવે તો.

તેથી, આ પરિમાણોને ધ્યાનમાં રાખીને શ્રેષ્ઠ SIP યોજનાઓ પસંદ કરવાની સલાહ આપવામાં આવે છે. તમે રોકાણ કરતા પહેલા વિચારો!

SIP કેલ્ક્યુલેટર (SIP રીટર્ન કેલ્ક્યુલેટર)

માટેનાણાકીય આયોજન, SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર શ્રેષ્ઠ સાધનો પૈકી એક છે.

કમ્પાઉન્ડિંગની શક્તિ દ્વારા તમારી SIP કેવી રીતે વધે છે તેનું નિરીક્ષણ કરવા માટે નીચેના ઉદાહરણનો વિચાર કરો.

માસિક રોકાણ	રોકાણનો સમયગાળો	રોકાણ કરેલ કુલ રકમ	અંતિમ મૂલ્ય @ 14% p.a.
1,000	5 વર્ષ	60,000 છે	87,200 છે
1,000	10 વર્ષ	1,20,000	2,62,091 છે
1,000	15 વર્ષ	1,80,000	6,12,853 છે

ઉપરોક્ત કોષ્ટક ઉલ્લેખ કરે છે કે જો તમે SIP મ્યુચ્યુઅલ ફંડમાં દર મહિને INR 1,000 નું રોકાણ કરો છો, તો 5 વર્ષમાં તમારું કુલ રોકાણ INR 60,000 હશે અને તમારું SIP 14% p.a ના ધારિત વળતરની ટકાવારી પર વળતર આપશે. હશેINR 87,2001, અનુક્રમે. તેવી જ રીતે, 10 વર્ષમાં કુલ રોકાણ થશેINR 1,20,000 અને 14% p.a.ની ધારેલી ટકાવારી પર SIP વળતર. હશેINR 2,62,091.

એ જ રીતે, 15 વર્ષમાં રોકાણ થશેINR 1,80,000 અને 14% p.a ના વળતરની ટકાવારી પર અંતિમ મૂલ્ય હશેINR 6,12,853, અનુક્રમે.

તેથી, એક મહિનામાં ફક્ત INR 1,000 નું રોકાણ કરીને, આગામી વર્ષોમાં તમારા પૈસા કેવી રીતે વધશે તે જુઓ. રોકાણ કરવા માટે શ્રેષ્ઠ SIP મ્યુચ્યુઅલ ફંડ પસંદ કરતી વખતે ઉપરોક્ત ગણતરીઓ ધ્યાનમાં લો.

FAQs

1. SIP શું છે?

અ: SIP અથવા સિસ્ટેમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન એ મ્યુચ્યુઅલ ફંડ સ્કીમ હેઠળ ઓફર કરવામાં આવતો રોકાણ માર્ગ છે, જ્યાં નિયમિત અંતરાલ પર સ્કીમ હેઠળ ચોક્કસ રકમનું રોકાણ કરવામાં આવે છે. આ હપ્તો રૂ.500 જેટલો નાનો હોઈ શકે છે.

2. SIP ના ફાયદા શું છે?

અ: SIPનો પ્રાથમિક ફાયદો એ છે કે તે રોકાણને વધુ શિસ્તબદ્ધ બનાવે છે. તે રોકાણકારને બનાવવા માટે પરવાનગી આપે છેનાણાકીય યોજના ઉપયોગી છે અને રોકાણકારને રોકાણકારમાં રોકાણ કરવાની ટેવ વિકસાવવામાં મદદ કરે છે.

3. SIP માં કોણ રોકાણ કરી શકે છે?

અ: કોઈપણ વ્યક્તિ SIPમાં રોકાણ કરી શકે છે. પરંતુ, તમારે તમારું જોખમ વિશ્લેષણ કરવું જોઈએ, એટલે કે તમે કેટલું જોખમ લેવા માંગો છો. ઉપરાંત, શરૂ કરવા માટે, તમારે PAN વિગતો, સરનામાનો પુરાવો અને જરૂરી છેબેંક વિગતો

4. ઑફલાઇન મોડમાં SIP માં રોકાણ કરવા માટેના પગલાં શું છે?

અ: ઑફલાઇન મોડમાં રોકાણ કરવા માટે, તમારે અરજી ફોર્મ ભરવું પડશે, માસિક અથવા ત્રિમાસિક SIP રકમ માટે ચેક સબમિટ કરવો પડશે, તેની એક નકલ પ્રદાન કરવી પડશે.પાન કાર્ડ, સરનામાનો પુરાવો અને તમારી બેંક વિગતોના પુરાવા તરીકે રદ થયેલ ચેક.

5. મારે શા માટે ICICI પ્રુડેન્શિયલ ટેક્નોલોજી ફંડમાં રોકાણ કરવું જોઈએ?

અ: ICICI પ્રુડેન્શિયલ ટેક્નોલોજી ફંડે 3જી માર્ચ 2000ના રોજ લોન્ચ થયા બાદ 11.9% નું વળતર દર્શાવ્યું છે. અન્ય ફંડોથી વિપરીત, વર્ષ 2020 માં, તેણે 70.6% નું વળતર સ્થાપિત કર્યું છે. આથી, ICICI પ્રુડેન્શિયલ ટેક્નોલોજી ફંડમાં રોકાણ કરવું યોગ્ય સાબિત થયું છે અને પાંચ વર્ષ માટે SIPમાં રોકાણ કર્યું છે.

6. મારે SBI બ્લુચિપ ફંડ રેગ્યુલર ગ્રોથમાં શા માટે રોકાણ કરવું જોઈએ?

અ: SBI બ્લુચીપ ફંડ રેગ્યુલર ગ્રોથનો પાંચ વર્ષનો વિકાસ દર દર્શાવે છે5.29%, જે પ્રમાણમાં વધારે છે.

7. SIP માં રોકાણ કરતી વખતે તમારે શું ધ્યાનમાં લેવું જોઈએ?

અ: જ્યારે તમે SIP માં રોકાણ કરો છો, ત્યારે તમારે નેટ એસેટ વેલ્યુ અથવાનથી. આ તે રોકાણ છે જે તમે સ્કીમ માટે કરો છો. તમારે તેના રેટિંગ અને તેના ઐતિહાસિક પ્રદર્શનને પણ તપાસવું આવશ્યક છે. તમારું રોકાણ સુરક્ષિત છે તેની ખાતરી કરવા માટે SIP જે વળતર આપશે તે સમજવું જરૂરી છે.

8. શું SIP માટે KYC મહત્વપૂર્ણ છે?

અ: હા, SIP માટે પણ KYC જરૂરી છે. એસઆઈપી મ્યુચ્યુઅલ ફંડની યોજના હેઠળ આવતી હોવાથી, તમારે એસઆઈપીમાં રોકાણ કરવા માટે કેવાયસી દસ્તાવેજો પ્રદાન કરવા પડશે.

9. શું SIP માં લઘુત્તમ રોકાણની આવશ્યકતા છે?

અ: હા, અમુક SIP ને ન્યૂનતમ રોકાણની જરૂર હોય છે. ઉદાહરણ તરીકે, આદિત્ય બિરલા સન લાઈફ ડિજિટલ ઈન્ડિયા ફંડમાં લઘુત્તમ એસઆઈપી રોકાણની જરૂરિયાત રૂ. 1000 છે. SBI બ્લુચીપ ફંડ રેગ્યુલર ગ્રોથ માટે ન્યૂનતમ રૂ. 5000ની જરૂરિયાત છે. આમ, તમે જે SIPમાં રોકાણ કરી રહ્યા છો તેના આધારે તમારે તમારા રોકાણની રકમ વધારવી પડશે.

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.