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રોકાણ કરીને 1 કરોડ કેવી રીતે મેળવશો

Updated on August 11, 2025 , 78277 views

માસિક મ્યુચ્યુઅલ ફંડ એસઆઈપી દ્વારા રોકાણ

રોકાણ દ્વારા ઇક્વિટી મ્યુચ્યુઅલ ફંડ સ્કીમમાંSIP તમારા લાંબા ગાળાના લક્ષ્યોને હાંસલ કરવાનો શ્રેષ્ઠ માર્ગ છે. ઇક્વિટીમાં અન્ય એસેટ ક્લાસ કરતાં વધુ સારું વળતર આપવાની ક્ષમતા છે. તે તમને હરાવવામાં પણ મદદ કરી શકે છેફુગાવો જે લાંબા ગાળાના લક્ષ્યો હાંસલ કરવા માટે જરૂરી છે. તેઓ અનુકૂળ કરવેરાનો પણ આનંદ માણે છે. હવે, લાંબા ગાળાનાપાટનગર એક વર્ષ કરતાં વધુ સમયગાળામાં રાખેલા રોકાણો પરનો લાભ કરમુક્ત હતો (નાણાકીય વર્ષ 18-19ના યુનિયન બજેટથી 1લી FEBથી વર્ષમાં 1 લાખથી વધુના નફા પર દર 10% ટેક્સ લાગશે એટલે કે જો કોઈને લાંબા ગાળામાં નાણાકીય વર્ષમાં 1.1 લાખનો ફાયદો થાય તોમૂડી વધારો તેણે 1,10 પર ટેક્સ ચૂકવવો પડશે,000 - 1,00,000 = 10,000. 10,000 પર 10% = 1,000 ઇંચકર).

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1 કરોડ કેવી રીતે મેળવશો

દ્વારા અલગ અલગ સમયમર્યાદામાં 1 કરોડ કેવી રીતે મેળવવું તેના ચિત્રો નીચે આપેલ છેSIP માં રોકાણ (વ્યવસ્થિતરોકાણ યોજના) નાશ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ.

1. 20 વર્ષમાં 1 કરોડ કેવી રીતે મેળવવું

રૂ.ની મ્યુચ્યુઅલ ફંડ એસઆઈપી દ્વારા રોકાણ કરવાનું શરૂ કરો. 7,600 પ્રતિ મહિને

જો તમે દર મહિને રૂ. 7,600 બચાવી શકો, તો તરત જ SIP શરૂ કરોઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ. જો તમને સ્કીમ્સ પસંદ કરવામાં મદદ જોઈતી હોય, તો તમે અમારા ભલામણ કરેલ ઇક્વિટી મ્યુચ્યુઅલ ફંડ પોર્ટફોલિયોને તપાસી શકો છો અને તમારા આધારે પોર્ટફોલિયો પસંદ કરી શકો છો.જોખમની ભૂખ અને SIP રકમ. જો તમારો પોર્ટફોલિયોમ્યુચ્યુઅલ ફંડ 14 ટકા વાર્ષિક વળતર ઓફર કરે છે (જે કરતાં ઓછું છેCAGR 1979 માં શરૂઆતથી સેન્સેક્સ દ્વારા ઓફર કરવામાં આવી હતી), તમે નીચે બતાવ્યા પ્રમાણે 20 વર્ષમાં રૂ. 1 કરોડનું ભંડોળ ઊભું કરી શકશો.

1 Crore in 20 Years

ઐતિહાસિક વળતર પર આધારિત મુખ્ય ધારણા નીચે મુજબ છે

ધારણા ડેટા
વિકાસ દર 14%
ફુગાવો ફેક્ટરેડ નથી
રોકાણની રકમ (pm) 7,600 છે
સમયગાળો 20 વર્ષ
રોકાણ કરેલ રકમ 18,24,000 છે
કુલ કોર્પસ 1,00,04,232
નેટ ગેઇન્સ 81,80,232 છે

વધુ વિગતો અમારી મદદથી કામ કરી શકાય છેસિપ કેલ્ક્યુલેટર નીચેના બટન પર ક્લિક કરીને

2. 15 વર્ષમાં 1 કરોડ કેવી રીતે મેળવશો

રૂ.ની મ્યુચ્યુઅલ ફંડ એસઆઈપી દ્વારા રોકાણ કરવાનું શરૂ કરો. 16,320 પ્રતિ મહિને

જો તમે દર મહિને રૂ. 16,320 બચાવી શકો, તો ઇક્વિટી મ્યુચ્યુઅલ ફંડમાં તરત જ SIP શરૂ કરો. જો તમને સ્કીમ્સ પસંદ કરવામાં મદદની જરૂર હોય, તો તમે અમારા ભલામણ કરેલ ઇક્વિટી મ્યુચ્યુઅલ ફંડ પોર્ટફોલિયોને તપાસી શકો છો અને તમારી જોખમ લેવાની ક્ષમતા અને SIP રકમના આધારે પોર્ટફોલિયો પસંદ કરી શકો છો. જો તમારો મ્યુચ્યુઅલ ફંડ્સનો પોર્ટફોલિયો 14 ટકા વાર્ષિક વળતર આપવાનું મેનેજ કરે છે (જે 1979 માં શરૂઆતથી સેન્સેક્સ દ્વારા ઓફર કરાયેલા CAGR કરતાં ઓછું છે), તો તમે નીચે બતાવ્યા પ્રમાણે 15 વર્ષમાં રૂ. 1 કરોડનું ભંડોળ ઊભું કરી શકશો.

1 Crore in 15 Years

ઐતિહાસિક વળતર પર આધારિત મુખ્ય ધારણા નીચે મુજબ છે

ધારણા ડેટા
વિકાસ દર 14%
ફુગાવો ફેક્ટરેડ નથી
રોકાણની રકમ (pm) 16,320 પર રાખવામાં આવી છે
સમયગાળો 15 વર્ષ
રોકાણ કરેલ રકમ 29,37,600 છે
કુલ કોર્પસ 1,00,01,774
નેટ ગેઇન્સ 70,64,174 છે

નીચેના બટન પર ક્લિક કરીને અમારા SIP કેલ્ક્યુલેટરનો ઉપયોગ કરીને વધુ વિગતો મેળવી શકાય છે

3. 10 વર્ષમાં 1 કરોડ કેવી રીતે મેળવશો

રૂ.ની મ્યુચ્યુઅલ ફંડ એસઆઈપી દ્વારા રોકાણ કરવાનું શરૂ કરો. 38,160 પ્રતિ મહિને

જો તમે દર મહિને રૂ. 38,160 બચાવી શકો, તો ઇક્વિટી મ્યુચ્યુઅલ ફંડમાં તરત જ SIP શરૂ કરો. જો તમને સ્કીમ્સ પસંદ કરવામાં મદદની જરૂર હોય, તો તમે અમારા ભલામણ કરેલ ઇક્વિટી મ્યુચ્યુઅલ ફંડ પોર્ટફોલિયોને તપાસી શકો છો અને તમારી જોખમ લેવાની ક્ષમતા અને SIP રકમના આધારે પોર્ટફોલિયો પસંદ કરી શકો છો. જો તમારો મ્યુચ્યુઅલ ફંડ્સનો પોર્ટફોલિયો 14 ટકા વાર્ષિક વળતર આપવાનું મેનેજ કરે છે (જે 1979માં શરૂઆતથી સેન્સેક્સ દ્વારા ઓફર કરાયેલા CAGR કરતાં ઓછું છે), તો તમે નીચે બતાવ્યા પ્રમાણે 10 વર્ષમાં રૂ. 1 કરોડનું ભંડોળ ઊભું કરી શકશો.

1 Crore in 10 years

ઐતિહાસિક વળતર પર આધારિત મુખ્ય ધારણા નીચે મુજબ છે

ધારણા ડેટા
વિકાસ દર 14%
ફુગાવો ફેક્ટરેડ નથી
રોકાણની રકમ (pm) 38,160 પર રાખવામાં આવી છે
સમયગાળો 10 વર્ષ
રોકાણ કરેલ રકમ 45,79,200 છે
કુલ કોર્પસ 1,00,01,408
નેટ ગેઇન્સ 54,22,208 છે
નીચેના બટન પર ક્લિક કરીને અમારા SIP કેલ્ક્યુલેટરનો ઉપયોગ કરીને વધુ વિગતો મેળવી શકાય છે

ટોચના 10 શ્રેષ્ઠ પ્રદર્શન કરનાર SIP મ્યુચ્યુઅલ ફંડ્સ

ઉપર નેટ અસ્કયામતો/AUM ધરાવતા શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડોની યાદી નીચે છે500 કરોડ & પર છટણી5 વર્ષનું CAGR વળતર. જે આપેલ ઉદ્દેશ્ય હાંસલ કરવા માટે રોકાણ માટે જોઈ શકાય છે.

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.

Research Highlights for ICICI Prudential Infrastructure Fund

  • Upper mid AUM (₹8,043 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 35.39% (top quartile).
  • 3Y return: 29.35% (top quartile).
  • 1Y return: 2.80% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (14 Aug 25) ₹192.21 ↓ -0.79   (-0.41 %)
Net Assets (Cr) ₹8,043 on 30 Jun 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.01
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.

DateValue

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
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 14 Aug 25

DurationReturns
1 Month -2.6%
3 Month 3.9%
6 Month 13.3%
1 Year 2.8%
3 Year 29.4%
5 Year 35.4%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure

Data below for ICICI Prudential Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.64% (top quartile).
  • 3Y return: 27.87% (upper mid).
  • 1Y return: 3.43% (top quartile).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (top quartile).
  • Information ratio: 0.44 (top quartile).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (14 Aug 25) ₹101.72 ↑ 0.52   (0.52 %)
Net Assets (Cr) ₹33,053 on 30 Jun 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.23
Information Ratio 0.44
Alpha Ratio 3.89
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.

DateValue

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 14 Aug 25

DurationReturns
1 Month -0.7%
3 Month 2.8%
6 Month 8.6%
1 Year 3.4%
3 Year 27.9%
5 Year 33.6%
10 Year
15 Year
Since launch 22.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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.

Research Highlights for Nippon India Small Cap Fund

  • Highest AUM (₹66,602 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.40% (upper mid).
  • 3Y return: 24.01% (bottom quartile).
  • 1Y return: -3.63% (lower mid).
  • Alpha: -2.86 (bottom quartile).
  • Sharpe: -0.10 (upper mid).
  • Information ratio: -0.10 (bottom quartile).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (14 Aug 25) ₹165.343 ↓ -0.59   (-0.36 %)
Net Assets (Cr) ₹66,602 on 30 Jun 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.11
Information Ratio -0.1
Alpha Ratio -2.86
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.

DateValue

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 14 Aug 25

DurationReturns
1 Month -4.1%
3 Month 4.8%
6 Month 10.9%
1 Year -3.6%
3 Year 24%
5 Year 33.4%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure

Data below for Nippon India Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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.

Research Highlights for HDFC Infrastructure Fund

  • Lower mid AUM (₹2,591 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 33.09% (upper mid).
  • 3Y return: 29.35% (top quartile).
  • 1Y return: -1.44% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.23 (lower mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (14 Aug 25) ₹47.138 ↓ -0.07   (-0.14 %)
Net Assets (Cr) ₹2,591 on 30 Jun 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.23
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.

DateValue

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 14 Aug 25

DurationReturns
1 Month -1.6%
3 Month 3.1%
6 Month 13.6%
1 Year -1.4%
3 Year 29.4%
5 Year 33.1%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure

Data below for HDFC Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Bandhan 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.

Research Highlights for Bandhan Infrastructure Fund

  • Bottom quartile AUM (₹1,749 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 32.50% (upper mid).
  • 3Y return: 27.68% (upper mid).
  • 1Y return: -10.07% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Bandhan Infrastructure Fund

Bandhan Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (14 Aug 25) ₹48.965 ↓ -0.41   (-0.84 %)
Net Assets (Cr) ₹1,749 on 30 Jun 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio -0.3
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.

DateValue

Bandhan Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Bandhan 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 14 Aug 25

DurationReturns
1 Month -3.6%
3 Month 2.3%
6 Month 11.7%
1 Year -10.1%
3 Year 27.7%
5 Year 32.5%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.3%
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
Fund Manager information for Bandhan Infrastructure Fund
NameSinceTenure

Data below for Bandhan Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Franklin Build India Fund

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

Research Highlights for Franklin Build India Fund

  • Lower mid AUM (₹2,968 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 32.44% (lower mid).
  • 3Y return: 28.15% (upper mid).
  • 1Y return: -0.60% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (14 Aug 25) ₹139.76 ↓ -0.23   (-0.17 %)
Net Assets (Cr) ₹2,968 on 30 Jun 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio -0.29
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.

DateValue

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
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 14 Aug 25

DurationReturns
1 Month -2.1%
3 Month 3.7%
6 Month 13.8%
1 Year -0.6%
3 Year 28.1%
5 Year 32.4%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.8%
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure

Data below for Franklin Build India Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. DSP 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.

Research Highlights for DSP India T.I.G.E.R Fund

  • Upper mid AUM (₹5,517 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 32.37% (lower mid).
  • 3Y return: 26.77% (lower mid).
  • 1Y return: -6.51% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.36 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

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

DSP India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (14 Aug 25) ₹308.855 ↓ -0.50   (-0.16 %)
Net Assets (Cr) ₹5,517 on 30 Jun 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio -0.36
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.

DateValue

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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for DSP 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 14 Aug 25

DurationReturns
1 Month -2.5%
3 Month 5.3%
6 Month 12.9%
1 Year -6.5%
3 Year 26.8%
5 Year 32.4%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32.4%
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
Fund Manager information for DSP India T.I.G.E.R Fund
NameSinceTenure

Data below for DSP India T.I.G.E.R Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. LIC MF Infrastructure Fund

The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector.

Research Highlights for LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹1,053 Cr).
  • Established history (17+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 31.35% (bottom quartile).
  • 3Y return: 27.04% (lower mid).
  • 1Y return: -3.81% (bottom quartile).
  • Alpha: 0.77 (top quartile).
  • Sharpe: -0.02 (upper mid).
  • Information ratio: 0.45 (top quartile).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (14 Aug 25) ₹48.134 ↓ -0.39   (-0.80 %)
Net Assets (Cr) ₹1,053 on 30 Jun 25
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio -0.02
Information Ratio 0.45
Alpha Ratio 0.77
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

LIC MF Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for LIC MF 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 14 Aug 25

DurationReturns
1 Month -3.5%
3 Month 6.8%
6 Month 14.4%
1 Year -3.8%
3 Year 27%
5 Year 31.4%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 47.8%
2023 44.4%
2022 7.9%
2021 46.6%
2020 -0.1%
2019 13.3%
2018 -14.6%
2017 42.2%
2016 -2.2%
2015 -6.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure

Data below for LIC MF Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. Canara Robeco Infrastructure

T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Infrastructure

  • Bottom quartile AUM (₹932 Cr).
  • Established history (19+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 31.02% (bottom quartile).
  • 3Y return: 25.30% (bottom quartile).
  • 1Y return: -0.04% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (14 Aug 25) ₹159.02 ↓ -0.57   (-0.36 %)
Net Assets (Cr) ₹932 on 30 Jun 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.47
Sharpe Ratio -0.17
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Canara Robeco Infrastructure SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Canara Robeco Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

DurationReturns
1 Month -1.4%
3 Month 5.3%
6 Month 17%
1 Year 0%
3 Year 25.3%
5 Year 31%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 35.3%
2023 41.2%
2022 9%
2021 56.1%
2020 9%
2019 2.3%
2018 -19.1%
2017 40.2%
2016 2.1%
2015 6.7%
Fund Manager information for Canara Robeco Infrastructure
NameSinceTenure

Data below for Canara Robeco Infrastructure as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

10. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

Research Highlights for HDFC Small Cap Fund

  • Top quartile AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.93% (bottom quartile).
  • 3Y return: 24.15% (bottom quartile).
  • 1Y return: 3.55% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.07 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (14 Aug 25) ₹138.713 ↓ -0.83   (-0.59 %)
Net Assets (Cr) ₹35,781 on 30 Jun 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 0.07
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.

DateValue

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for HDFC 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 14 Aug 25

DurationReturns
1 Month -1.4%
3 Month 9.4%
6 Month 14.4%
1 Year 3.6%
3 Year 24.1%
5 Year 30.9%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure

Data below for HDFC Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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