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निवेश करने के लिए शीर्ष 5 सर्वश्रेष्ठ इक्विटी एसआईपी फंड

Updated on September 1, 2025 , 7707 views

यदि आप चाहते हैं कि आपके निवेश को सभी का पक्ष लिया जाएमंडी शर्तें, फिर अपना निवेश लेंसिप मार्ग! सिस्टमैटिक इन्वेस्टमेंट प्लान (SIPs) को का सबसे कुशल तरीका माना जाता हैम्यूचुअल फंड में निवेश. और अगर आप इक्विटी में निवेश करने की योजना बना रहे हैं, तो एसआईपी लंबे समय तक रिटर्न बनाने का सबसे अच्छा तरीका है। सर्वश्रेष्ठ इक्विटी एसआईपी फंड आपको लंबी अवधि में वांछित रिटर्न दे सकते हैंवित्तीय लक्ष्यों. तो, आइए देखें कि एसआईपी कैसे काम करता है, इसके लाभएसआईपी निवेश, a . का महत्वपूर्ण उपयोगघूंट कैलकुलेटर इक्विटी निवेश के लिए सबसे अच्छा प्रदर्शन करने वाले एसआईपी फंड के साथ।

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इक्विटी म्यूचुअल फंड के लिए व्यवस्थित निवेश

आदर्श रूप से, जब निवेशक इक्विटी में निवेश करने की योजना बनाते हैं, तो वे अक्सर रिटर्न की स्थिरता के बारे में संदेह करते हैं। ऐसा इसलिए है क्योंकि वे बाजार से जुड़े हुए हैं और अक्सर अस्थिरता के संपर्क में रहते हैं। इस प्रकार, इस तरह की अस्थिरता को संतुलित करने और दीर्घकालिक स्थिर रिटर्न सुनिश्चित करने के लिए, इक्विटी निवेश में SIP अत्यधिक अनुशंसित हैं। ऐतिहासिक रूप से, खराब बाजार चरण में, यह देखा गया है कि जिन निवेशकों ने एसआईपी मार्ग अपनाया था, उन्होंने एकमुश्त मार्ग लेने वालों की तुलना में अधिक स्थिर रिटर्न अर्जित किया। SIP का निवेश समय के साथ फैलता है, एकमुश्त निवेश के विपरीत जो एक ही बार में होता है। इसलिए, एसआईपी में आपका पैसा हर दिन बढ़ने लगता है (शेयर बाजार में निवेश किया जा रहा है)।

एक व्यवस्थितनिवेश योजना व्यापक रूप से दीर्घकालिक वित्तीय लक्ष्यों को प्राप्त करने के लिए भी माना जाता है जैसेसेवानिवृत्ति योजना, बच्चे की शिक्षा, घर/कार या कोई अन्य संपत्ति की खरीद। इससे पहले कि हम कुछ और देखेंनिवेश के लाभ आइए एक एसआईपी में निवेश करने के लिए कुछ बेहतरीन इक्विटी एसआईपी फंड देखें।

इक्विटी फंड के लिए सर्वश्रेष्ठ एसआईपी योजनाएं 2022

बेस्ट लार्ज कैप इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹90.9686
↑ 0.54
₹44,165 100 2.716.3119.323.418.2
SBI Bluechip Fund Growth ₹91.9136
↑ 0.46
₹53,030 500 1.513.2-0.113.918.412.5
ICICI Prudential Bluechip Fund Growth ₹109.96
↑ 0.46
₹71,788 100 214.1-0.218.12116.9
Aditya Birla Sun Life Frontline Equity Fund Growth ₹522.33
↑ 2.07
₹30,235 100 1.213.9-1.81518.815.6
Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20
₹96 500 -8-14.5-2.6107
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundSBI Bluechip FundICICI Prudential Bluechip FundAditya Birla Sun Life Frontline Equity FundEssel Large Cap Equity Fund
Point 1Lower mid AUM (₹44,165 Cr).Upper mid AUM (₹53,030 Cr).Highest AUM (₹71,788 Cr).Bottom quartile AUM (₹30,235 Cr).Bottom quartile AUM (₹96 Cr).
Point 2Established history (18+ yrs).Established history (19+ yrs).Established history (17+ yrs).Oldest track record among peers (23 yrs).Established history (13+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (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: 23.45% (top quartile).5Y return: 18.36% (bottom quartile).5Y return: 20.96% (upper mid).5Y return: 18.84% (lower mid).5Y return: 7.00% (bottom quartile).
Point 63Y return: 19.28% (top quartile).3Y return: 13.86% (bottom quartile).3Y return: 18.10% (upper mid).3Y return: 14.99% (lower mid).3Y return: 10.00% (bottom quartile).
Point 71Y return: 1.03% (top quartile).1Y return: -0.06% (upper mid).1Y return: -0.18% (lower mid).1Y return: -1.79% (bottom quartile).1Y return: -2.56% (bottom quartile).
Point 8Alpha: 0.61 (bottom quartile).Alpha: 1.05 (lower mid).Alpha: 1.58 (top quartile).Alpha: 1.34 (upper mid).Alpha: -3.02 (bottom quartile).
Point 9Sharpe: -0.37 (bottom quartile).Sharpe: -0.34 (upper mid).Sharpe: -0.35 (lower mid).Sharpe: -0.38 (bottom quartile).Sharpe: 0.10 (top quartile).
Point 10Information ratio: 1.84 (top quartile).Information ratio: -0.12 (bottom quartile).Information ratio: 1.50 (upper mid).Information ratio: 0.80 (lower mid).Information ratio: -0.82 (bottom quartile).

Nippon India Large Cap Fund

  • Lower mid AUM (₹44,165 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.45% (top quartile).
  • 3Y return: 19.28% (top quartile).
  • 1Y return: 1.03% (top quartile).
  • Alpha: 0.61 (bottom quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 1.84 (top quartile).

SBI Bluechip Fund

  • Upper mid AUM (₹53,030 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.36% (bottom quartile).
  • 3Y return: 13.86% (bottom quartile).
  • 1Y return: -0.06% (upper mid).
  • Alpha: 1.05 (lower mid).
  • Sharpe: -0.34 (upper mid).
  • Information ratio: -0.12 (bottom quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹71,788 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.96% (upper mid).
  • 3Y return: 18.10% (upper mid).
  • 1Y return: -0.18% (lower mid).
  • Alpha: 1.58 (top quartile).
  • Sharpe: -0.35 (lower mid).
  • Information ratio: 1.50 (upper mid).

Aditya Birla Sun Life Frontline Equity Fund

  • Bottom quartile AUM (₹30,235 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.84% (lower mid).
  • 3Y return: 14.99% (lower mid).
  • 1Y return: -1.79% (bottom quartile).
  • Alpha: 1.34 (upper mid).
  • Sharpe: -0.38 (bottom quartile).
  • Information ratio: 0.80 (lower mid).

Essel Large Cap Equity Fund

  • Bottom quartile AUM (₹96 Cr).
  • Established history (13+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 7.00% (bottom quartile).
  • 3Y return: 10.00% (bottom quartile).
  • 1Y return: -2.56% (bottom quartile).
  • Alpha: -3.02 (bottom quartile).
  • Sharpe: 0.10 (top quartile).
  • Information ratio: -0.82 (bottom quartile).

बेस्ट लार्ज एंड मिड कैप इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Growth Opportunities Fund Growth ₹101.36
↑ 0.90
₹8,007 100 5.524.57.224.923.937.5
Kotak Equity Opportunities Fund Growth ₹338.682
↑ 1.83
₹28,084 1,000 2.317-1.718.321.924.2
DSP Equity Opportunities Fund Growth ₹606.282
↑ 1.86
₹15,502 500 -0.213.2-519.321.823.9
SBI Large and Midcap Fund Growth ₹616.815
↑ 1.21
₹33,348 500 2.814.41.117.12318
Canara Robeco Emerging Equities Growth ₹259.96
↑ 1.32
₹25,551 1,000 318.7116.620.926.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Growth Opportunities FundKotak Equity Opportunities FundDSP Equity Opportunities FundSBI Large and Midcap FundCanara Robeco Emerging Equities
Point 1Bottom quartile AUM (₹8,007 Cr).Upper mid AUM (₹28,084 Cr).Bottom quartile AUM (₹15,502 Cr).Highest AUM (₹33,348 Cr).Lower mid AUM (₹25,551 Cr).
Point 2Established history (18+ yrs).Established history (21+ yrs).Oldest track record among peers (25 yrs).Established history (20+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (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: 23.92% (top quartile).5Y return: 21.92% (lower mid).5Y return: 21.75% (bottom quartile).5Y return: 22.96% (upper mid).5Y return: 20.88% (bottom quartile).
Point 63Y return: 24.89% (top quartile).3Y return: 18.32% (lower mid).3Y return: 19.35% (upper mid).3Y return: 17.06% (bottom quartile).3Y return: 16.64% (bottom quartile).
Point 71Y return: 7.24% (top quartile).1Y return: -1.66% (bottom quartile).1Y return: -4.98% (bottom quartile).1Y return: 1.08% (upper mid).1Y return: 1.01% (lower mid).
Point 8Alpha: 12.86 (top quartile).Alpha: -0.14 (bottom quartile).Alpha: -1.90 (bottom quartile).Alpha: 1.25 (lower mid).Alpha: 2.34 (upper mid).
Point 9Sharpe: 0.28 (top quartile).Sharpe: -0.40 (bottom quartile).Sharpe: -0.52 (bottom quartile).Sharpe: -0.29 (lower mid).Sharpe: -0.26 (upper mid).
Point 10Information ratio: 1.21 (top quartile).Information ratio: 0.06 (lower mid).Information ratio: 0.28 (upper mid).Information ratio: -0.12 (bottom quartile).Information ratio: -0.59 (bottom quartile).

Invesco India Growth Opportunities Fund

  • Bottom quartile AUM (₹8,007 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.92% (top quartile).
  • 3Y return: 24.89% (top quartile).
  • 1Y return: 7.24% (top quartile).
  • Alpha: 12.86 (top quartile).
  • Sharpe: 0.28 (top quartile).
  • Information ratio: 1.21 (top quartile).

Kotak Equity Opportunities Fund

  • Upper mid AUM (₹28,084 Cr).
  • Established history (21+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.92% (lower mid).
  • 3Y return: 18.32% (lower mid).
  • 1Y return: -1.66% (bottom quartile).
  • Alpha: -0.14 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: 0.06 (lower mid).

DSP Equity Opportunities Fund

  • Bottom quartile AUM (₹15,502 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.75% (bottom quartile).
  • 3Y return: 19.35% (upper mid).
  • 1Y return: -4.98% (bottom quartile).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: -0.52 (bottom quartile).
  • Information ratio: 0.28 (upper mid).

SBI Large and Midcap Fund

  • Highest AUM (₹33,348 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.96% (upper mid).
  • 3Y return: 17.06% (bottom quartile).
  • 1Y return: 1.08% (upper mid).
  • Alpha: 1.25 (lower mid).
  • Sharpe: -0.29 (lower mid).
  • Information ratio: -0.12 (bottom quartile).

Canara Robeco Emerging Equities

  • Lower mid AUM (₹25,551 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.88% (bottom quartile).
  • 3Y return: 16.64% (bottom quartile).
  • 1Y return: 1.01% (lower mid).
  • Alpha: 2.34 (upper mid).
  • Sharpe: -0.26 (upper mid).
  • Information ratio: -0.59 (bottom quartile).

बेस्ट मिड कैप इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Emerging Equity Scheme Growth ₹136.663
↑ 0.61
₹57,375 1,000 5.524.61.521.127.333.6
Sundaram Mid Cap Fund Growth ₹1,386.3
↑ 7.39
₹12,596 100 2.621.1-0.422.725.932
Taurus Discovery (Midcap) Fund Growth ₹121.38
↑ 0.60
₹130 1,000 1.320.9-7.517.620.411.3
Motilal Oswal Midcap 30 Fund  Growth ₹105.258
↑ 0.85
₹33,609 500 5.918.41.728.633.457.1
HDFC Mid-Cap Opportunities Fund Growth ₹193.405
↑ 0.82
₹83,847 300 2.518.91.425.328.628.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryKotak Emerging Equity SchemeSundaram Mid Cap FundTaurus Discovery (Midcap) FundMotilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund
Point 1Upper mid AUM (₹57,375 Cr).Bottom quartile AUM (₹12,596 Cr).Bottom quartile AUM (₹130 Cr).Lower mid AUM (₹33,609 Cr).Highest AUM (₹83,847 Cr).
Point 2Established history (18+ yrs).Established history (23+ yrs).Oldest track record among peers (31 yrs).Established history (11+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (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: 27.32% (lower mid).5Y return: 25.93% (bottom quartile).5Y return: 20.45% (bottom quartile).5Y return: 33.41% (top quartile).5Y return: 28.56% (upper mid).
Point 63Y return: 21.15% (bottom quartile).3Y return: 22.66% (lower mid).3Y return: 17.57% (bottom quartile).3Y return: 28.62% (top quartile).3Y return: 25.28% (upper mid).
Point 71Y return: 1.48% (upper mid).1Y return: -0.38% (bottom quartile).1Y return: -7.47% (bottom quartile).1Y return: 1.66% (top quartile).1Y return: 1.40% (lower mid).
Point 8Alpha: 4.96 (top quartile).Alpha: 3.17 (lower mid).Alpha: -6.42 (bottom quartile).Alpha: 3.70 (upper mid).Alpha: 2.03 (bottom quartile).
Point 9Sharpe: -0.09 (top quartile).Sharpe: -0.17 (lower mid).Sharpe: -0.66 (bottom quartile).Sharpe: -0.11 (upper mid).Sharpe: -0.21 (bottom quartile).
Point 10Information ratio: -0.29 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: -1.11 (bottom quartile).Information ratio: 0.44 (upper mid).Information ratio: 0.76 (top quartile).

Kotak Emerging Equity Scheme

  • Upper mid AUM (₹57,375 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.32% (lower mid).
  • 3Y return: 21.15% (bottom quartile).
  • 1Y return: 1.48% (upper mid).
  • Alpha: 4.96 (top quartile).
  • Sharpe: -0.09 (top quartile).
  • Information ratio: -0.29 (bottom quartile).

Sundaram Mid Cap Fund

  • Bottom quartile AUM (₹12,596 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.93% (bottom quartile).
  • 3Y return: 22.66% (lower mid).
  • 1Y return: -0.38% (bottom quartile).
  • Alpha: 3.17 (lower mid).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.00 (lower mid).

Taurus Discovery (Midcap) Fund

  • Bottom quartile AUM (₹130 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.45% (bottom quartile).
  • 3Y return: 17.57% (bottom quartile).
  • 1Y return: -7.47% (bottom quartile).
  • Alpha: -6.42 (bottom quartile).
  • Sharpe: -0.66 (bottom quartile).
  • Information ratio: -1.11 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 33.41% (top quartile).
  • 3Y return: 28.62% (top quartile).
  • 1Y return: 1.66% (top quartile).
  • Alpha: 3.70 (upper mid).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (upper mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,847 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.56% (upper mid).
  • 3Y return: 25.28% (upper mid).
  • 1Y return: 1.40% (lower mid).
  • Alpha: 2.03 (bottom quartile).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 0.76 (top quartile).

बेस्ट स्मॉल कैप इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Small Cap Fund Growth ₹84.7168
↑ 0.66
₹5,011 1,000 0.122.5-5.817.323.321.5
SBI Small Cap Fund Growth ₹172.517
↑ 1.21
₹35,563 500 218.2-6.31524.224.1
HDFC Small Cap Fund Growth ₹142.389
↑ 0.08
₹36,353 300 4.826-0.323.430.120.4
DSP Small Cap Fund  Growth ₹197.356
↑ 0.38
₹17,005 500 1.325.7-2.320.427.325.6
Nippon India Small Cap Fund Growth ₹168.628
↑ 1.18
₹65,922 100 1.421.6-6.423.232.326.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Small Cap FundSBI Small Cap FundHDFC Small Cap FundDSP Small Cap Fund Nippon India Small Cap Fund
Point 1Bottom quartile AUM (₹5,011 Cr).Lower mid AUM (₹35,563 Cr).Upper mid AUM (₹36,353 Cr).Bottom quartile AUM (₹17,005 Cr).Highest AUM (₹65,922 Cr).
Point 2Oldest track record among peers (18 yrs).Established history (15+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (14+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (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: 23.34% (bottom quartile).5Y return: 24.20% (bottom quartile).5Y return: 30.14% (upper mid).5Y return: 27.28% (lower mid).5Y return: 32.32% (top quartile).
Point 63Y return: 17.32% (bottom quartile).3Y return: 15.04% (bottom quartile).3Y return: 23.42% (top quartile).3Y return: 20.43% (lower mid).3Y return: 23.20% (upper mid).
Point 71Y return: -5.83% (lower mid).1Y return: -6.33% (bottom quartile).1Y return: -0.26% (top quartile).1Y return: -2.28% (upper mid).1Y return: -6.43% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: -3.84 (bottom quartile).
Point 9Sharpe: -0.43 (lower mid).Sharpe: -0.63 (bottom quartile).Sharpe: -0.17 (upper mid).Sharpe: -0.06 (top quartile).Sharpe: -0.51 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹5,011 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.34% (bottom quartile).
  • 3Y return: 17.32% (bottom quartile).
  • 1Y return: -5.83% (lower mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.43 (lower mid).
  • Information ratio: 0.00 (top quartile).

SBI Small Cap Fund

  • Lower mid AUM (₹35,563 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.20% (bottom quartile).
  • 3Y return: 15.04% (bottom quartile).
  • 1Y return: -6.33% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.63 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.14% (upper mid).
  • 3Y return: 23.42% (top quartile).
  • 1Y return: -0.26% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (lower mid).

DSP Small Cap Fund 

  • Bottom quartile AUM (₹17,005 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.28% (lower mid).
  • 3Y return: 20.43% (lower mid).
  • 1Y return: -2.28% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹65,922 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 32.32% (top quartile).
  • 3Y return: 23.20% (upper mid).
  • 1Y return: -6.43% (bottom quartile).
  • Alpha: -3.84 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

बेस्ट मल्टी कैप इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Multicap 35 Fund Growth ₹62.6902
↑ 0.11
₹13,727 500 5.417.94.22319.645.7
Kotak Standard Multicap Fund Growth ₹84.092
↑ 0.49
₹53,293 500 117.2116.31916.5
Mirae Asset India Equity Fund  Growth ₹112.529
↑ 0.63
₹39,975 1,000 2.114.5-0.412.916.412.7
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588 300 -4.6-2.619.317.313.6
Bandhan Focused Equity Fund Growth ₹86.401
↑ 0.69
₹1,974 100 1.313.71.617.317.130.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Multicap 35 FundKotak Standard Multicap FundMirae Asset India Equity Fund BNP Paribas Multi Cap FundBandhan Focused Equity Fund
Point 1Lower mid AUM (₹13,727 Cr).Highest AUM (₹53,293 Cr).Upper mid AUM (₹39,975 Cr).Bottom quartile AUM (₹588 Cr).Bottom quartile AUM (₹1,974 Cr).
Point 2Established history (11+ yrs).Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (19 yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (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: 19.59% (top quartile).5Y return: 18.97% (upper mid).5Y return: 16.44% (bottom quartile).5Y return: 13.57% (bottom quartile).5Y return: 17.12% (lower mid).
Point 63Y return: 22.96% (top quartile).3Y return: 16.32% (bottom quartile).3Y return: 12.88% (bottom quartile).3Y return: 17.28% (lower mid).3Y return: 17.34% (upper mid).
Point 71Y return: 4.20% (upper mid).1Y return: 1.04% (bottom quartile).1Y return: -0.41% (bottom quartile).1Y return: 19.34% (top quartile).1Y return: 1.57% (lower mid).
Point 8Alpha: 10.18 (upper mid).Alpha: 2.01 (lower mid).Alpha: 1.71 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 10.39 (top quartile).
Point 9Sharpe: 0.11 (lower mid).Sharpe: -0.31 (bottom quartile).Sharpe: -0.35 (bottom quartile).Sharpe: 2.86 (top quartile).Sharpe: 0.24 (upper mid).
Point 10Information ratio: 0.80 (top quartile).Information ratio: 0.24 (lower mid).Information ratio: -0.36 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.29 (upper mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,727 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.59% (top quartile).
  • 3Y return: 22.96% (top quartile).
  • 1Y return: 4.20% (upper mid).
  • Alpha: 10.18 (upper mid).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: 0.80 (top quartile).

Kotak Standard Multicap Fund

  • Highest AUM (₹53,293 Cr).
  • Established history (15+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.97% (upper mid).
  • 3Y return: 16.32% (bottom quartile).
  • 1Y return: 1.04% (bottom quartile).
  • Alpha: 2.01 (lower mid).
  • Sharpe: -0.31 (bottom quartile).
  • Information ratio: 0.24 (lower mid).

Mirae Asset India Equity Fund 

  • Upper mid AUM (₹39,975 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.44% (bottom quartile).
  • 3Y return: 12.88% (bottom quartile).
  • 1Y return: -0.41% (bottom quartile).
  • Alpha: 1.71 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: -0.36 (bottom quartile).

BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (bottom quartile).
  • 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).

Bandhan Focused Equity Fund

  • Bottom quartile AUM (₹1,974 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.12% (lower mid).
  • 3Y return: 17.34% (upper mid).
  • 1Y return: 1.57% (lower mid).
  • Alpha: 10.39 (top quartile).
  • Sharpe: 0.24 (upper mid).
  • Information ratio: 0.29 (upper mid).

बेस्ट सेक्टर इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹130.88
↑ 0.60
₹9,930 100 -1.113.75.514.919.811.6
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹58.73
↑ 0.35
₹3,497 1,000 -213.92.714.319.78.7
Sundaram Rural and Consumption Fund Growth ₹100.262
↑ 0.82
₹1,576 100 4.916.6-0.616.519.120.1
Franklin Build India Fund Growth ₹140.275
↑ 0.67
₹2,950 500 1.518.8-427.231.627.8
DSP Natural Resources and New Energy Fund Growth ₹89.233
↑ 0.63
₹1,310 500 1.814.2-7.319.823.913.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Banking and Financial Services FundAditya Birla Sun Life Banking And Financial Services FundSundaram Rural and Consumption FundFranklin Build India FundDSP Natural Resources and New Energy Fund
Point 1Highest AUM (₹9,930 Cr).Upper mid AUM (₹3,497 Cr).Bottom quartile AUM (₹1,576 Cr).Lower mid AUM (₹2,950 Cr).Bottom quartile AUM (₹1,310 Cr).
Point 2Established history (17+ yrs).Established history (11+ yrs).Oldest track record among peers (19 yrs).Established history (16+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.
Point 55Y return: 19.85% (lower mid).5Y return: 19.69% (bottom quartile).5Y return: 19.15% (bottom quartile).5Y return: 31.55% (top quartile).5Y return: 23.92% (upper mid).
Point 63Y return: 14.93% (bottom quartile).3Y return: 14.34% (bottom quartile).3Y return: 16.55% (lower mid).3Y return: 27.17% (top quartile).3Y return: 19.83% (upper mid).
Point 71Y return: 5.51% (top quartile).1Y return: 2.67% (upper mid).1Y return: -0.65% (lower mid).1Y return: -4.03% (bottom quartile).1Y return: -7.25% (bottom quartile).
Point 8Alpha: -3.35 (bottom quartile).Alpha: -8.11 (bottom quartile).Alpha: -0.72 (lower mid).Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).
Point 9Sharpe: 0.37 (top quartile).Sharpe: 0.09 (upper mid).Sharpe: -0.27 (lower mid).Sharpe: -0.51 (bottom quartile).Sharpe: -0.82 (bottom quartile).
Point 10Information ratio: 0.18 (upper mid).Information ratio: 0.19 (top quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

  • Highest AUM (₹9,930 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.85% (lower mid).
  • 3Y return: 14.93% (bottom quartile).
  • 1Y return: 5.51% (top quartile).
  • Alpha: -3.35 (bottom quartile).
  • Sharpe: 0.37 (top quartile).
  • Information ratio: 0.18 (upper mid).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Upper mid AUM (₹3,497 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 19.69% (bottom quartile).
  • 3Y return: 14.34% (bottom quartile).
  • 1Y return: 2.67% (upper mid).
  • Alpha: -8.11 (bottom quartile).
  • Sharpe: 0.09 (upper mid).
  • Information ratio: 0.19 (top quartile).

Sundaram Rural and Consumption Fund

  • Bottom quartile AUM (₹1,576 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.15% (bottom quartile).
  • 3Y return: 16.55% (lower mid).
  • 1Y return: -0.65% (lower mid).
  • Alpha: -0.72 (lower mid).
  • Sharpe: -0.27 (lower mid).
  • Information ratio: 0.00 (lower mid).

Franklin Build India Fund

  • Lower mid AUM (₹2,950 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 31.55% (top quartile).
  • 3Y return: 27.17% (top quartile).
  • 1Y return: -4.03% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,310 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 23.92% (upper mid).
  • 3Y return: 19.83% (upper mid).
  • 1Y return: -7.25% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.82 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

सर्वश्रेष्ठ ईएलएसएस एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata India Tax Savings Fund Growth ₹43.5285
↑ 0.21
₹4,595 500 013.7-4.414.719.219.5
Bandhan Tax Advantage (ELSS) Fund Growth ₹150.537
↑ 0.79
₹6,974 500 1.412.9-4.915.122.613.1
Aditya Birla Sun Life Tax Relief '96 Growth ₹60.56
↑ 0.38
₹15,457 500 2.917.6-0.913.813.616.4
DSP Tax Saver Fund Growth ₹136.476
↑ 0.56
₹16,981 500 -0.712.4-4.118.822.523.9
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,318 500 1.215.435.520.617.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata India Tax Savings FundBandhan Tax Advantage (ELSS) FundAditya Birla Sun Life Tax Relief '96DSP Tax Saver FundHDFC Long Term Advantage Fund
Point 1Bottom quartile AUM (₹4,595 Cr).Lower mid AUM (₹6,974 Cr).Upper mid AUM (₹15,457 Cr).Highest AUM (₹16,981 Cr).Bottom quartile AUM (₹1,318 Cr).
Point 2Established history (10+ yrs).Established history (16+ yrs).Established history (17+ yrs).Established history (18+ yrs).Oldest track record among peers (24 yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 3★ (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: 19.23% (lower mid).5Y return: 22.61% (top quartile).5Y return: 13.64% (bottom quartile).5Y return: 22.54% (upper mid).5Y return: 17.39% (bottom quartile).
Point 63Y return: 14.74% (bottom quartile).3Y return: 15.07% (lower mid).3Y return: 13.76% (bottom quartile).3Y return: 18.81% (upper mid).3Y return: 20.64% (top quartile).
Point 71Y return: -4.44% (bottom quartile).1Y return: -4.88% (bottom quartile).1Y return: -0.92% (upper mid).1Y return: -4.09% (lower mid).1Y return: 35.51% (top quartile).
Point 8Alpha: 0.24 (lower mid).Alpha: -3.48 (bottom quartile).Alpha: 1.19 (upper mid).Alpha: -0.09 (bottom quartile).Alpha: 1.75 (top quartile).
Point 9Sharpe: -0.42 (lower mid).Sharpe: -0.74 (bottom quartile).Sharpe: -0.36 (upper mid).Sharpe: -0.45 (bottom quartile).Sharpe: 2.27 (top quartile).
Point 10Information ratio: -0.22 (bottom quartile).Information ratio: -0.12 (upper mid).Information ratio: -0.94 (bottom quartile).Information ratio: 0.88 (top quartile).Information ratio: -0.15 (lower mid).

Tata India Tax Savings Fund

  • Bottom quartile AUM (₹4,595 Cr).
  • Established history (10+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.23% (lower mid).
  • 3Y return: 14.74% (bottom quartile).
  • 1Y return: -4.44% (bottom quartile).
  • Alpha: 0.24 (lower mid).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: -0.22 (bottom quartile).

Bandhan Tax Advantage (ELSS) Fund

  • Lower mid AUM (₹6,974 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.61% (top quartile).
  • 3Y return: 15.07% (lower mid).
  • 1Y return: -4.88% (bottom quartile).
  • Alpha: -3.48 (bottom quartile).
  • Sharpe: -0.74 (bottom quartile).
  • Information ratio: -0.12 (upper mid).

Aditya Birla Sun Life Tax Relief '96

  • Upper mid AUM (₹15,457 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.64% (bottom quartile).
  • 3Y return: 13.76% (bottom quartile).
  • 1Y return: -0.92% (upper mid).
  • Alpha: 1.19 (upper mid).
  • Sharpe: -0.36 (upper mid).
  • Information ratio: -0.94 (bottom quartile).

DSP Tax Saver Fund

  • Highest AUM (₹16,981 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.54% (upper mid).
  • 3Y return: 18.81% (upper mid).
  • 1Y return: -4.09% (lower mid).
  • Alpha: -0.09 (bottom quartile).
  • Sharpe: -0.45 (bottom quartile).
  • Information ratio: 0.88 (top quartile).

HDFC Long Term Advantage Fund

  • Bottom quartile AUM (₹1,318 Cr).
  • Oldest track record among peers (24 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (bottom quartile).
  • 3Y return: 20.64% (top quartile).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (top quartile).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (lower mid).

बेस्ट वैल्यू इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata Equity PE Fund Growth ₹340.689
↑ 1.94
₹8,608 150 0.713.3-9.518.420.921.7
JM Value Fund Growth ₹96.2229
↑ 0.45
₹1,062 500 -114.9-1323.725.225.1
HDFC Capital Builder Value Fund Growth ₹730.665
↑ 2.81
₹7,348 300 1.216-2.418.92220.7
Bandhan Sterling Value Fund Growth ₹145.541
↑ 0.69
₹9,964 100 0.711.3-6.51726.718
Templeton India Value Fund Growth ₹704.34
↑ 2.00
₹2,237 500 0.611.9-7.717.725.915.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTata Equity PE FundJM Value FundHDFC Capital Builder Value FundBandhan Sterling Value FundTempleton India Value Fund
Point 1Upper mid AUM (₹8,608 Cr).Bottom quartile AUM (₹1,062 Cr).Lower mid AUM (₹7,348 Cr).Highest AUM (₹9,964 Cr).Bottom quartile AUM (₹2,237 Cr).
Point 2Established history (21+ yrs).Established history (28+ yrs).Oldest track record among peers (31 yrs).Established history (17+ yrs).Established history (29+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.93% (bottom quartile).5Y return: 25.24% (lower mid).5Y return: 22.02% (bottom quartile).5Y return: 26.72% (top quartile).5Y return: 25.92% (upper mid).
Point 63Y return: 18.39% (lower mid).3Y return: 23.69% (top quartile).3Y return: 18.93% (upper mid).3Y return: 17.04% (bottom quartile).3Y return: 17.71% (bottom quartile).
Point 71Y return: -9.50% (bottom quartile).1Y return: -12.96% (bottom quartile).1Y return: -2.36% (top quartile).1Y return: -6.54% (upper mid).1Y return: -7.73% (lower mid).
Point 8Alpha: -5.15 (lower mid).Alpha: -8.41 (bottom quartile).Alpha: 1.74 (top quartile).Alpha: -4.74 (upper mid).Alpha: -6.86 (bottom quartile).
Point 9Sharpe: -0.76 (upper mid).Sharpe: -0.92 (bottom quartile).Sharpe: -0.32 (top quartile).Sharpe: -0.84 (lower mid).Sharpe: -0.95 (bottom quartile).
Point 10Information ratio: 1.12 (upper mid).Information ratio: 1.11 (lower mid).Information ratio: 1.34 (top quartile).Information ratio: 0.42 (bottom quartile).Information ratio: 0.71 (bottom quartile).

Tata Equity PE Fund

  • Upper mid AUM (₹8,608 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.93% (bottom quartile).
  • 3Y return: 18.39% (lower mid).
  • 1Y return: -9.50% (bottom quartile).
  • Alpha: -5.15 (lower mid).
  • Sharpe: -0.76 (upper mid).
  • Information ratio: 1.12 (upper mid).

JM Value Fund

  • Bottom quartile AUM (₹1,062 Cr).
  • Established history (28+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 25.24% (lower mid).
  • 3Y return: 23.69% (top quartile).
  • 1Y return: -12.96% (bottom quartile).
  • Alpha: -8.41 (bottom quartile).
  • Sharpe: -0.92 (bottom quartile).
  • Information ratio: 1.11 (lower mid).

HDFC Capital Builder Value Fund

  • Lower mid AUM (₹7,348 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.02% (bottom quartile).
  • 3Y return: 18.93% (upper mid).
  • 1Y return: -2.36% (top quartile).
  • Alpha: 1.74 (top quartile).
  • Sharpe: -0.32 (top quartile).
  • Information ratio: 1.34 (top quartile).

Bandhan Sterling Value Fund

  • Highest AUM (₹9,964 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.72% (top quartile).
  • 3Y return: 17.04% (bottom quartile).
  • 1Y return: -6.54% (upper mid).
  • Alpha: -4.74 (upper mid).
  • Sharpe: -0.84 (lower mid).
  • Information ratio: 0.42 (bottom quartile).

Templeton India Value Fund

  • Bottom quartile AUM (₹2,237 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.92% (upper mid).
  • 3Y return: 17.71% (bottom quartile).
  • 1Y return: -7.73% (lower mid).
  • Alpha: -6.86 (bottom quartile).
  • Sharpe: -0.95 (bottom quartile).
  • Information ratio: 0.71 (bottom quartile).

बेस्ट फोकस्ड इक्विटी एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Axis Focused 25 Fund Growth ₹54.77
↑ 0.30
₹12,585 500 1.414.6-0.99.112.914.8
Aditya Birla Sun Life Focused Equity Fund Growth ₹139.421
↑ 0.28
₹7,731 1,000 0.312.4-1.915.218.218.7
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
HDFC Focused 30 Fund Growth ₹231.97
↑ 1.66
₹21,456 300 3.614.9622.327.424
Franklin India Focused Equity Fund Growth ₹108.026
↑ 0.65
₹12,421 500 3.114.1-2.216.423.219.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryAxis Focused 25 FundAditya Birla Sun Life Focused Equity FundSundaram Select Focus FundHDFC Focused 30 FundFranklin India Focused Equity Fund
Point 1Upper mid AUM (₹12,585 Cr).Bottom quartile AUM (₹7,731 Cr).Bottom quartile AUM (₹1,354 Cr).Highest AUM (₹21,456 Cr).Lower mid AUM (₹12,421 Cr).
Point 2Established history (13+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).Established history (20+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 12.93% (bottom quartile).5Y return: 18.20% (lower mid).5Y return: 17.29% (bottom quartile).5Y return: 27.40% (top quartile).5Y return: 23.20% (upper mid).
Point 63Y return: 9.07% (bottom quartile).3Y return: 15.15% (bottom quartile).3Y return: 17.03% (upper mid).3Y return: 22.33% (top quartile).3Y return: 16.43% (lower mid).
Point 71Y return: -0.92% (lower mid).1Y return: -1.91% (bottom quartile).1Y return: 24.49% (top quartile).1Y return: 6.03% (upper mid).1Y return: -2.24% (bottom quartile).
Point 8Alpha: 3.17 (upper mid).Alpha: 0.31 (lower mid).Alpha: -5.62 (bottom quartile).Alpha: 4.74 (top quartile).Alpha: -0.18 (bottom quartile).
Point 9Sharpe: -0.23 (lower mid).Sharpe: -0.42 (bottom quartile).Sharpe: 1.85 (top quartile).Sharpe: 0.01 (upper mid).Sharpe: -0.43 (bottom quartile).
Point 10Information ratio: -1.12 (bottom quartile).Information ratio: -0.36 (lower mid).Information ratio: -0.52 (bottom quartile).Information ratio: 1.44 (top quartile).Information ratio: 0.15 (upper mid).

Axis Focused 25 Fund

  • Upper mid AUM (₹12,585 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.93% (bottom quartile).
  • 3Y return: 9.07% (bottom quartile).
  • 1Y return: -0.92% (lower mid).
  • Alpha: 3.17 (upper mid).
  • Sharpe: -0.23 (lower mid).
  • Information ratio: -1.12 (bottom quartile).

Aditya Birla Sun Life Focused Equity Fund

  • Bottom quartile AUM (₹7,731 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.20% (lower mid).
  • 3Y return: 15.15% (bottom quartile).
  • 1Y return: -1.91% (bottom quartile).
  • Alpha: 0.31 (lower mid).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: -0.36 (lower mid).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (bottom 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).

HDFC Focused 30 Fund

  • Highest AUM (₹21,456 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.40% (top quartile).
  • 3Y return: 22.33% (top quartile).
  • 1Y return: 6.03% (upper mid).
  • Alpha: 4.74 (top quartile).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: 1.44 (top quartile).

Franklin India Focused Equity Fund

  • Lower mid AUM (₹12,421 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.20% (upper mid).
  • 3Y return: 16.43% (lower mid).
  • 1Y return: -2.24% (bottom quartile).
  • Alpha: -0.18 (bottom quartile).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.15 (upper mid).

इक्विटी फंड पर कराधान

बजट 2018 के भाषण के अनुसार, एक नया दीर्घकालिकराजधानी इक्विटी उन्मुख पर लाभ (LTCG) करम्यूचुअल फंड्स और स्टॉक 1 अप्रैल से लागू होंगे। वित्त विधेयक 2018 को 14 मार्च 2018 को लोकसभा में ध्वनि मत से पारित किया गया था। यहां बताया गया है कि कितना नया हैआयकर परिवर्तन 1 अप्रैल 2018 से इक्विटी निवेश को प्रभावित करेंगे। *

1. लॉन्ग टर्म कैपिटल गेन्स

INR 1 लाख से अधिक का LTCG से उत्पन्न होता हैमोचन 1 अप्रैल 2018 को या उसके बाद म्यूचुअल फंड इकाइयों या इक्विटी पर 10 प्रतिशत (प्लस सेस) या 10.4 प्रतिशत पर कर लगाया जाएगा। दीर्घावधिपूंजीगत लाभ INR 1 लाख तक की छूट दी जाएगी। उदाहरण के लिए, यदि आप एक वित्तीय वर्ष में स्टॉक या म्यूचुअल फंड निवेश से संयुक्त दीर्घकालिक पूंजीगत लाभ में INR 3 लाख कमाते हैं। कर योग्य LTCG INR 2 लाख (INR 3 लाख - 1 लाख) होंगे औरवित्त दायित्व INR 20 होगा,000 (INR 2 लाख का 10 प्रतिशत)।

लंबी अवधि के पूंजीगत लाभ बिक्री या मोचन से उत्पन्न होने वाले लाभ हैंइक्विटी फ़ंड एक वर्ष से अधिक समय तक आयोजित किया गया।

2. शॉर्ट टर्म कैपिटल गेन्स

यदि म्युचुअल फंड इकाइयां होल्डिंग के एक वर्ष से पहले बेची जाती हैं, तो शॉर्ट टर्म कैपिटल गेन्स (STCGs) कर लागू होगा। STCGs कर को 15 प्रतिशत पर अपरिवर्तित रखा गया है।

इक्विटी योजनाएं इंतेज़ार की अवधि कर की दर
लॉन्ग टर्म कैपिटल गेन्स (LTCG .)) 1 वर्ष से अधिक 10% (बिना इंडेक्सेशन के)*****
शॉर्ट टर्म कैपिटल गेन्स (STCG) एक वर्ष से कम या उसके बराबर 15%
वितरित लाभांश पर कर - 10%#

* INR 1 लाख तक का लाभ कर मुक्त है। INR 1 लाख से अधिक के लाभ पर 10% की दर से कर लागू होता है। पहले की दर 0% लागत की गणना 31 जनवरी, 2018 को समापन मूल्य के रूप में की गई थी। # 10% का लाभांश कर + अधिभार 12% + उपकर 4% = 11.648% 4% का स्वास्थ्य और शिक्षा उपकर पेश किया गया। पहले शिक्षा उपकर 3 . था%.

एसआईपी निवेश के लाभ

कुछ महत्वपूर्णव्यवस्थित निवेश योजनाओं के लाभ हैं:

रुपया लागत औसत

एक एसआईपी ऑफ़र का सबसे बड़ा लाभ रुपया लागत औसत है, जो किसी व्यक्ति को संपत्ति खरीद की लागत का औसत निकालने में मदद करता है। म्यूचुअल फंड में एकमुश्त निवेश करते समय एक निश्चित संख्या में इकाइयाँ खरीदी जाती हैंइन्वेस्टर एक बार में, एक एसआईपी के मामले में इकाइयों की खरीद लंबी अवधि में की जाती है और ये मासिक अंतराल (आमतौर पर) में समान रूप से फैली हुई हैं। समय के साथ निवेश के फैलाव के कारण, शेयर बाजार में अलग-अलग मूल्य बिंदुओं पर निवेश किया जाता है, जिससे निवेशक को औसत लागत का लाभ मिलता है, इसलिए रुपये की लागत औसत।

कंपाउंडिंग की शक्ति

SIPs का लाभ प्रदान करते हैंकंपाउंडिंग की शक्ति. साधारण ब्याज तब होता है जब आप केवल मूलधन पर ब्याज प्राप्त करते हैं। चक्रवृद्धि ब्याज के मामले में, ब्याज राशि मूलधन में जोड़ दी जाती है, और ब्याज की गणना नए मूलधन (पुराने मूलधन और लाभ) पर की जाती है। यह प्रक्रिया हर बार जारी रहती है। चूंकि एसआईपी में म्युचुअल फंड किश्तों में होते हैं, वे चक्रवृद्धि होते हैं, जो शुरू में निवेश की गई राशि में अधिक जोड़ता है।

सामर्थ्य

एसआईपी काफी किफायती होते हैं। SIP में मासिक न्यूनतम निवेश राशि INR 500 जितनी कम हो सकती है। कुछ फंड हाउस "MicroSIP" नामक कुछ भी प्रदान करते हैं, जहां टिकट का आकार INR 100 जितना कम होता है। यह युवा लोगों को अपनी लंबी शुरुआत करने के लिए एक अच्छा विकल्प देता है। -जीवन के प्रारंभिक चरण में टर्म निवेश।

एसआईपी कैलकुलेटर

एसआईपी कैलकुलेटर आपके निवेश में सबसे उपयोगी उपकरण हो सकता है। यह आपके एसआईपी निवेश की वृद्धि का अनुमान तब तक लगाता है जब तक आप निवेशित रहना चाहते हैं। तो, पहले भीनिवेश एक फंड में, कोई भी अपने कुल एसआईपी को पूर्व निर्धारित कर सकता हैआय एसआईपी कैलकुलेटर के माध्यम से। कैलकुलेटर आम तौर पर इनपुट लेते हैं जैसे कि एसआईपी निवेश राशि जो निवेश करना चाहता है, निवेश की अवधि, अपेक्षितमुद्रास्फीति दरें (किसी को इसके लिए खाते की आवश्यकता है)। इसका उदाहरण नीचे दिया गया है:

मान लीजिए, अगर आप 10 साल के लिए 5,000 रुपये का निवेश करते हैं, तो देखें कि आपका एसआईपी निवेश कैसे बढ़ता है-

  • मासिक निवेश: INR 5,000

  • निवेश अवधि: 10 वर्ष

  • निवेश की गई कुल राशि: INR 6,00,000

  • दीर्घकालिक विकास दर (लगभग): 14%

  • एसआईपी कैलकुलेटर के अनुसार अपेक्षित रिटर्न: INR 12,46,462

  • शुद्ध लाभ: INR 6,46,462

SIP-Calculator

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए मासिक रूप से 5,000 रुपये (कुल 6,00,000 रुपये) का निवेश करते हैं तो आप कमाएंगेINR 12,46,462 जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 6,46,462। बढ़िया है ना!

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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