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फिनकैश »एचडीएफसी म्यूचुअल फंड »बेस्ट एचडीएफसी एसआईपी फंड

10 सर्वश्रेष्ठ एचडीएफसी एमएफ एसआईपी फंड 2022

Updated on March 28, 2026 , 150816 views

व्यवस्थितनिवेश योजना यासिप की एक विधि हैनिवेश एक निश्चित समय पर नियमित रूप से एक निश्चित राशि। यह सबसे लचीली और आसान निवेश योजना है। आपका पैसा आपसे स्वतः डेबिट हो जाता हैबैंक खाते और योजना में निवेश किया जाता है। SIP की निवेश शैली के कारण, निवेशकों को समय की आवश्यकता नहीं हैमंडी.

एचडीएफसी म्यूचुअल फंड, भारत के प्रमुखों में से एक होने के नातेएएमसी, निवेशक हमेशा कंपनी द्वारा पेश किए गए एसआईपी फंड को पसंद करते हैं। आप केवल INR 500 से SIP में निवेश शुरू कर सकते हैं। a . के अन्य लाभों में से एकएसआईपी निवेश क्या आप अपनी योजना बना सकते हैं और उसे पूरा कर सकते हैंवित्तीय लक्ष्यों.

शादी जैसे लक्ष्य,सेवानिवृत्ति योजनाघर/वाहन आदि की खरीद सुनियोजित तरीके से की जा सकती है और एसआईपी के जरिए समय पर हासिल की जा सकती है।

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HDFC

एचडीएफसी म्यूचुअल फंड एसआईपी में निवेश क्यों करें?

एचडीएफसी एसआईपी सबसे लोकप्रिय में से एक हैम्यूचुअल फंड कंपनी द्वारा दी जाने वाली योजनाएं। एक एसआईपी एक की तरह हैआवर्ती जमा. प्रत्येक महीने एक विशिष्ट तिथि पर आपके द्वारा चुनी गई एक निश्चित राशि आपकी पसंद की म्यूचुअल फंड योजना में निवेश की जाती है। एसआईपी निवेश के लिए उपलब्ध तारीखें कंपनी की वेबसाइट पर दी गई हैं। कई हैंनिवेश के लाभ एचडीएफसी एमएफ एसआईपी के माध्यम से। उनमें से कुछ में शामिल हैं:

  • अनुशासित निवेश की आदत
  • अपने वित्तीय लक्ष्य को प्राप्त करना
  • रुपये की औसत लागत का फायदा उठाते हुए
  • समय की अवधि में निवेश की वृद्धि जो अधिक रिटर्न उत्पन्न करती है
  • केवल INR 500 मासिक का न्यूनतम SIP निवेश

सर्वश्रेष्ठ एचडीएफसी एसआईपी फंड निम्नलिखित हैं (इक्विटी फ़ंड) वर्ष 2022 - 2023 के लिए। इन फंडों को एयूएम जैसे कुछ मापदंडों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, सहकर्मी औसत रिटर्न, पिछले प्रदर्शन, आदि।

बेस्ट एचडीएफसी इक्विटी एसआईपी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Infrastructure Fund Growth ₹41.908
↓ -0.79 		₹2,417 300 -10.9-11.3-3.222.621.52.2
HDFC Mid-Cap Opportunities Fund Growth ₹180.281
↓ -4.19 		₹94,257 300 -10.5-6.13.922.219.96.8
HDFC Focused 30 Fund Growth ₹208.555
↓ -5.10 		₹27,136 300 -11.9-9.8-2.517.118.510.9
HDFC Tax Saver Fund Growth ₹1,252.95
↓ -28.50 		₹16,618 500 -13.3-11.1-4.116.816.410.3
HDFC Growth Opportunities Fund Growth ₹299.403
↓ -7.74 		₹28,580 300 -13.4-10.9-3.416.415.46.1
HDFC Capital Builder Value Fund Growth ₹671.369
↓ -17.12 		₹7,413 300 -12.2-8.10.116.113.88.6
HDFC Small Cap Fund Growth ₹118.363
↓ -3.05 		₹37,424 300 -13.4-15.3-2.414.517.6-0.6
HDFC Top 100 Fund Growth ₹1,019.51
↓ -25.13 		₹40,085 300 -12.9-9.2-5.412127.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Mar 26

Research Highlights & Commentary of 8 Funds showcased

CommentaryHDFC Infrastructure FundHDFC Mid-Cap Opportunities FundHDFC Focused 30 FundHDFC Tax Saver FundHDFC Growth Opportunities FundHDFC Capital Builder Value FundHDFC Small Cap FundHDFC Top 100 Fund
Point 1Bottom quartile AUM (₹2,417 Cr).Highest AUM (₹94,257 Cr).Lower mid AUM (₹27,136 Cr).Lower mid AUM (₹16,618 Cr).Upper mid AUM (₹28,580 Cr).Bottom quartile AUM (₹7,413 Cr).Upper mid AUM (₹37,424 Cr).Top quartile AUM (₹40,085 Cr).
Point 2Established history (18+ yrs).Established history (18+ yrs).Established history (21+ yrs).Established history (30+ yrs).Oldest track record among peers (32 yrs).Established history (32+ yrs).Established history (18+ yrs).Established history (29+ yrs).
Point 3Rating: 3★ (top quartile).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Top rated.Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.49% (top quartile).5Y return: 19.87% (top quartile).5Y return: 18.55% (upper mid).5Y return: 16.36% (lower mid).5Y return: 15.37% (lower mid).5Y return: 13.83% (bottom quartile).5Y return: 17.57% (upper mid).5Y return: 12.02% (bottom quartile).
Point 63Y return: 22.60% (top quartile).3Y return: 22.25% (top quartile).3Y return: 17.14% (upper mid).3Y return: 16.78% (upper mid).3Y return: 16.45% (lower mid).3Y return: 16.14% (lower mid).3Y return: 14.50% (bottom quartile).3Y return: 11.97% (bottom quartile).
Point 71Y return: -3.16% (lower mid).1Y return: 3.89% (top quartile).1Y return: -2.52% (upper mid).1Y return: -4.11% (bottom quartile).1Y return: -3.43% (lower mid).1Y return: 0.09% (top quartile).1Y return: -2.43% (upper mid).1Y return: -5.43% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 3.83 (top quartile).Alpha: 3.77 (top quartile).Alpha: 1.08 (upper mid).Alpha: -1.37 (bottom quartile).Alpha: 3.01 (upper mid).Alpha: 0.00 (lower mid).Alpha: -0.67 (bottom quartile).
Point 9Sharpe: 1.06 (lower mid).Sharpe: 1.65 (top quartile).Sharpe: 1.45 (top quartile).Sharpe: 1.09 (upper mid).Sharpe: 1.05 (lower mid).Sharpe: 1.27 (upper mid).Sharpe: 0.86 (bottom quartile).Sharpe: 0.90 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.45 (upper mid).Information ratio: 0.94 (upper mid).Information ratio: 1.04 (top quartile).Information ratio: 0.19 (lower mid).Information ratio: 1.02 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.18 (lower mid).

HDFC Infrastructure Fund

  • Bottom quartile AUM (₹2,417 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 21.49% (top quartile).
  • 3Y return: 22.60% (top quartile).
  • 1Y return: -3.16% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.06 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹94,257 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.87% (top quartile).
  • 3Y return: 22.25% (top quartile).
  • 1Y return: 3.89% (top quartile).
  • Alpha: 3.83 (top quartile).
  • Sharpe: 1.65 (top quartile).
  • Information ratio: 0.45 (upper mid).

HDFC Focused 30 Fund

  • Lower mid AUM (₹27,136 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.55% (upper mid).
  • 3Y return: 17.14% (upper mid).
  • 1Y return: -2.52% (upper mid).
  • Alpha: 3.77 (top quartile).
  • Sharpe: 1.45 (top quartile).
  • Information ratio: 0.94 (upper mid).

HDFC Tax Saver Fund

  • Lower mid AUM (₹16,618 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.36% (lower mid).
  • 3Y return: 16.78% (upper mid).
  • 1Y return: -4.11% (bottom quartile).
  • Alpha: 1.08 (upper mid).
  • Sharpe: 1.09 (upper mid).
  • Information ratio: 1.04 (top quartile).

HDFC Growth Opportunities Fund

  • Upper mid AUM (₹28,580 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.37% (lower mid).
  • 3Y return: 16.45% (lower mid).
  • 1Y return: -3.43% (lower mid).
  • Alpha: -1.37 (bottom quartile).
  • Sharpe: 1.05 (lower mid).
  • Information ratio: 0.19 (lower mid).

HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹7,413 Cr).
  • Established history (32+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.83% (bottom quartile).
  • 3Y return: 16.14% (lower mid).
  • 1Y return: 0.09% (top quartile).
  • Alpha: 3.01 (upper mid).
  • Sharpe: 1.27 (upper mid).
  • Information ratio: 1.02 (top quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹37,424 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.57% (upper mid).
  • 3Y return: 14.50% (bottom quartile).
  • 1Y return: -2.43% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.86 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

HDFC Top 100 Fund

  • Top quartile AUM (₹40,085 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.02% (bottom quartile).
  • 3Y return: 11.97% (bottom quartile).
  • 1Y return: -5.43% (bottom quartile).
  • Alpha: -0.67 (bottom quartile).
  • Sharpe: 0.90 (bottom quartile).
  • Information ratio: 0.18 (lower mid).

1. 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

  • Bottom quartile AUM (₹2,417 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 21.49% (top quartile).
  • 3Y return: 22.60% (top quartile).
  • 1Y return: -3.16% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.06 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (30 Mar 26) ₹41.908 ↓ -0.79   (-1.86 %)
Net Assets (Cr) ₹2,417 on 28 Feb 26
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 2.06
Sharpe Ratio 1.06
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
28 Feb 21₹10,000
28 Feb 22₹11,903
28 Feb 23₹13,888
29 Feb 24₹25,247
28 Feb 25₹24,286
28 Feb 26₹29,124

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 ₹518,033.
Net Profit of ₹218,033 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 30 Mar 26

DurationReturns
1 Month -11.8%
3 Month -10.9%
6 Month -11.3%
1 Year -3.2%
3 Year 22.6%
5 Year 21.5%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.2%
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%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Dhruv Muchhal22 Jun 232.69 Yr.
Ashish Shah1 Nov 250.33 Yr.

Data below for HDFC Infrastructure Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Industrials40.41%
Financial Services21.13%
Basic Materials9.71%
Utility8.12%
Energy7.29%
Communication Services4.13%
Real Estate3.07%
Health Care2.03%
Technology1.29%
Consumer Cyclical0.75%
Asset Allocation
Asset ClassValue
Cash2.06%
Equity97.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT		7%₹173 Cr403,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK		6%₹152 Cr1,100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK		5%₹124 Cr1,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL		4%₹97 Cr778,285
↑ 20,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN		4%₹85 Cr704,361
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | NTPC		3%₹84 Cr2,200,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL		3%₹74 Cr1,400,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO		3%₹72 Cr150,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE		3%₹70 Cr500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | AXISBANK		3%₹69 Cr500,000

2. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Research Highlights for HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹94,257 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.87% (top quartile).
  • 3Y return: 22.25% (top quartile).
  • 1Y return: 3.89% (top quartile).
  • Alpha: 3.83 (top quartile).
  • Sharpe: 1.65 (top quartile).
  • Information ratio: 0.45 (upper mid).

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (30 Mar 26) ₹180.281 ↓ -4.19   (-2.27 %)
Net Assets (Cr) ₹94,257 on 28 Feb 26
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 1.65
Information Ratio 0.45
Alpha Ratio 3.83
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
28 Feb 21₹10,000
28 Feb 22₹12,075
28 Feb 23₹13,751
29 Feb 24₹21,632
28 Feb 25₹22,402
28 Feb 26₹27,912

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26

DurationReturns
1 Month -11%
3 Month -10.5%
6 Month -6.1%
1 Year 3.9%
3 Year 22.2%
5 Year 19.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.8%
2023 28.6%
2022 44.5%
2021 12.3%
2020 39.9%
2019 21.7%
2018 0.2%
2017 -11.2%
2016 41.7%
2015 11.3%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0718.69 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services28.67%
Consumer Cyclical16.45%
Health Care13.6%
Industrials9.76%
Technology7.74%
Consumer Defensive6.96%
Basic Materials5.12%
Energy2.58%
Communication Services2.42%
Utility0.93%
Asset Allocation
Asset ClassValue
Cash5.77%
Equity94.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | MFSL		5%₹4,677 Cr25,792,853
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK		4%₹3,833 Cr127,825,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK		4%₹3,766 Cr39,301,056
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB		4%₹3,650 Cr36,854,482
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND		3%₹3,185 Cr13,361,745
↑ 137,445
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | FORTIS		3%₹2,912 Cr30,887,194
↑ 2,499,854
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | IPCALAB		3%₹2,751 Cr17,994,512
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | GLENMARK		3%₹2,738 Cr12,815,305
↑ 139,865
Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | VMM		3%₹2,513 Cr213,395,832
↑ 39,978,023
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO		3%₹2,436 Cr55,530,830

3. HDFC Focused 30 Fund

(Erstwhile HDFC Core & Satellite Fund)

To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value.

Research Highlights for HDFC Focused 30 Fund

  • Lower mid AUM (₹27,136 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.55% (upper mid).
  • 3Y return: 17.14% (upper mid).
  • 1Y return: -2.52% (upper mid).
  • Alpha: 3.77 (top quartile).
  • Sharpe: 1.45 (top quartile).
  • Information ratio: 0.94 (upper mid).

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (30 Mar 26) ₹208.555 ↓ -5.10   (-2.39 %)
Net Assets (Cr) ₹27,136 on 28 Feb 26
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 1.45
Information Ratio 0.94
Alpha Ratio 3.77
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
28 Feb 21₹10,000
28 Feb 22₹12,367
28 Feb 23₹14,617
29 Feb 24₹20,447
28 Feb 25₹22,636
28 Feb 26₹26,679

HDFC Focused 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 ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for HDFC Focused 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 30 Mar 26

DurationReturns
1 Month -12.4%
3 Month -11.9%
6 Month -9.8%
1 Year -2.5%
3 Year 17.1%
5 Year 18.5%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.9%
2023 24%
2022 29.6%
2021 18.3%
2020 40.1%
2019 4.2%
2018 3.8%
2017 -14.6%
2016 38.7%
2015 2.1%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Amit Ganatra1 Feb 260.07 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Focused 30 Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services43.96%
Consumer Cyclical19.7%
Health Care6.72%
Industrials6.47%
Technology3.97%
Communication Services3.54%
Utility2.97%
Basic Materials2.5%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash8.19%
Equity91.62%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK		10%₹2,579 Cr18,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK		9%₹2,488 Cr28,026,520
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK		8%₹2,076 Cr15,000,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN		6%₹1,646 Cr13,700,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK		6%₹1,568 Cr37,772,860
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH		4%₹1,077 Cr7,751,941
↑ 301,941
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | CIPLA		4%₹1,029 Cr7,635,011
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI		4%₹1,016 Cr683,589
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL		4%₹961 Cr5,114,949
↑ 300,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE		4%₹957 Cr4,700,000

4. HDFC Tax Saver Fund

The fund plans to provide long term growth of capital.

Research Highlights for HDFC Tax Saver Fund

  • Lower mid AUM (₹16,618 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.36% (lower mid).
  • 3Y return: 16.78% (upper mid).
  • 1Y return: -4.11% (bottom quartile).
  • Alpha: 1.08 (upper mid).
  • Sharpe: 1.09 (upper mid).
  • Information ratio: 1.04 (top quartile).

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund
Growth
Launch Date 31 Mar 96
NAV (30 Mar 26) ₹1,252.95 ↓ -28.50   (-2.22 %)
Net Assets (Cr) ₹16,618 on 28 Feb 26
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 1.09
Information Ratio 1.04
Alpha Ratio 1.08
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 21₹10,000
28 Feb 22₹12,042
28 Feb 23₹13,613
29 Feb 24₹19,738
28 Feb 25₹21,085
28 Feb 26₹24,469

HDFC Tax Saver Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for HDFC Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26

DurationReturns
1 Month -12.1%
3 Month -13.3%
6 Month -11.1%
1 Year -4.1%
3 Year 16.8%
5 Year 16.4%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.3%
2023 21.3%
2022 33.2%
2021 10.5%
2020 35.3%
2019 5.8%
2018 3.7%
2017 -10.9%
2016 38.7%
2015 7.6%
Fund Manager information for HDFC Tax Saver Fund
NameSinceTenure
Amar Kalkundrikar8 Dec 250.22 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Tax Saver Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services44.47%
Consumer Cyclical16.78%
Technology6.46%
Health Care6.21%
Industrials5.57%
Basic Materials4.75%
Communication Services4.22%
Energy3.97%
Consumer Defensive3.89%
Utility1.98%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.29%
Debt0.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK		9%₹1,517 Cr11,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK		9%₹1,474 Cr16,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK		7%₹1,227 Cr8,863,395
↓ -1,680,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE		6%₹917 Cr4,500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN		5%₹841 Cr7,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI		5%₹817 Cr550,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK		4%₹727 Cr17,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL		4%₹639 Cr3,400,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | BAJAJ-AUTO		3%₹474 Cr475,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH		3%₹465 Cr3,350,000

5. HDFC Growth Opportunities Fund

(Erstwhile HDFC Large Cap Fund)

The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization.

Research Highlights for HDFC Growth Opportunities Fund

  • Upper mid AUM (₹28,580 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.37% (lower mid).
  • 3Y return: 16.45% (lower mid).
  • 1Y return: -3.43% (lower mid).
  • Alpha: -1.37 (bottom quartile).
  • Sharpe: 1.05 (lower mid).
  • Information ratio: 0.19 (lower mid).

Below is the key information for HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund
Growth
Launch Date 18 Feb 94
NAV (30 Mar 26) ₹299.403 ↓ -7.74   (-2.52 %)
Net Assets (Cr) ₹28,580 on 28 Feb 26
Category Equity - Large & Mid Cap
AMC HDFC Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio 1.05
Information Ratio 0.19
Alpha Ratio -1.37
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
28 Feb 21₹10,000
28 Feb 22₹12,128
28 Feb 23₹13,183
29 Feb 24₹19,634
28 Feb 25₹19,733
28 Feb 26₹23,327

HDFC Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for HDFC Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26

DurationReturns
1 Month -12.1%
3 Month -13.4%
6 Month -10.9%
1 Year -3.4%
3 Year 16.4%
5 Year 15.4%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.1%
2023 19.4%
2022 37.7%
2021 8.2%
2020 43.1%
2019 11.4%
2018 6.6%
2017 -3.8%
2016 29.4%
2015 3.9%
Fund Manager information for HDFC Growth Opportunities Fund
NameSinceTenure
Gopal Agrawal16 Jul 205.62 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Growth Opportunities Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services31.74%
Consumer Cyclical14.15%
Health Care12.56%
Industrials9.82%
Technology8.81%
Basic Materials7.28%
Utility3.54%
Energy3.2%
Consumer Defensive3.04%
Communication Services2.97%
Real Estate2.08%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK		5%₹1,302 Cr14,664,794
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 12 | ICICIBANK		3%₹952 Cr6,900,836
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | AXISBANK		2%₹588 Cr4,250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 22 | BHARTIARTL		2%₹537 Cr2,857,420
State Bank of India (Financial Services)
Equity, Since 30 Jun 14 | SBIN		2%₹506 Cr4,210,091
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | MFSL		2%₹472 Cr2,602,017
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | FORTIS		2%₹446 Cr4,733,349
Infosys Ltd (Technology)
Equity, Since 30 Jun 04 | INFY		1%₹420 Cr3,231,484
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 21 | M&MFIN		1%₹368 Cr9,829,103
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI		1%₹362 Cr243,447

6. HDFC Capital Builder Value Fund

(Erstwhile HDFC Capital Builder Fund)

The fund plans to achieve long term capital appreciation.

Research Highlights for HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹7,413 Cr).
  • Established history (32+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.83% (bottom quartile).
  • 3Y return: 16.14% (lower mid).
  • 1Y return: 0.09% (top quartile).
  • Alpha: 3.01 (upper mid).
  • Sharpe: 1.27 (upper mid).
  • Information ratio: 1.02 (top quartile).

Below is the key information for HDFC Capital Builder Value Fund

HDFC Capital Builder Value Fund
Growth
Launch Date 1 Feb 94
NAV (30 Mar 26) ₹671.369 ↓ -17.12   (-2.49 %)
Net Assets (Cr) ₹7,413 on 28 Feb 26
Category Equity - Value
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 1.28
Information Ratio 1.02
Alpha Ratio 3.01
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
28 Feb 21₹10,000
28 Feb 22₹11,927
28 Feb 23₹12,406
29 Feb 24₹17,580
28 Feb 25₹18,016
28 Feb 26₹21,659

HDFC Capital Builder Value Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for HDFC Capital Builder Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26

DurationReturns
1 Month -11.3%
3 Month -12.2%
6 Month -8.1%
1 Year 0.1%
3 Year 16.1%
5 Year 13.8%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.6%
2023 20.7%
2022 29.6%
2021 3.6%
2020 35.6%
2019 12.9%
2018 0%
2017 -5.5%
2016 42.3%
2015 3.8%
Fund Manager information for HDFC Capital Builder Value Fund
NameSinceTenure
Anand Laddha1 Feb 242.08 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Capital Builder Value Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services37.01%
Consumer Cyclical10.66%
Industrials9.54%
Technology8.47%
Health Care7.55%
Consumer Defensive6%
Utility4.86%
Communication Services4.09%
Basic Materials3.97%
Energy3.8%
Real Estate3.66%
Asset Allocation
Asset ClassValue
Cash0.4%
Equity99.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK		7%₹517 Cr3,750,000
↓ -200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | HDFCBANK		6%₹459 Cr5,170,000
↓ -130,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | AXISBANK		5%₹339 Cr2,450,000
↓ -50,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN		4%₹330 Cr2,750,000
↓ -50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL		3%₹244 Cr1,300,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 09 | INFY		3%₹227 Cr1,749,077
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT		3%₹225 Cr525,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 20 | SUNPHARMA		3%₹191 Cr1,100,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | NTPC		3%₹191 Cr5,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | AUBANK		3%₹189 Cr1,970,000
↓ -130,000

7. 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

  • Upper mid AUM (₹37,424 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.57% (upper mid).
  • 3Y return: 14.50% (bottom quartile).
  • 1Y return: -2.43% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.86 (bottom 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 (30 Mar 26) ₹118.363 ↓ -3.05   (-2.51 %)
Net Assets (Cr) ₹37,424 on 28 Feb 26
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio 0.86
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
28 Feb 21₹10,000
28 Feb 22₹13,233
28 Feb 23₹15,045
29 Feb 24₹23,066
28 Feb 25₹21,746
28 Feb 26₹25,584

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 ₹470,047.
Net Profit of ₹170,047 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 30 Mar 26

DurationReturns
1 Month -11.6%
3 Month -13.4%
6 Month -15.3%
1 Year -2.4%
3 Year 14.5%
5 Year 17.6%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -0.6%
2023 20.4%
2022 44.8%
2021 4.6%
2020 64.9%
2019 20.2%
2018 -9.5%
2017 -8.1%
2016 60.8%
2015 5.4%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1411.68 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Industrials22.97%
Consumer Cyclical20.17%
Financial Services13.84%
Health Care11.71%
Technology9.89%
Basic Materials7.46%
Consumer Defensive4.29%
Communication Services1.6%
Asset Allocation
Asset ClassValue
Cash8.07%
Equity91.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM		4%₹1,575 Cr24,067,031
↑ 139,897
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA		4%₹1,508 Cr46,828,792
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL		3%₹1,197 Cr56,160,355
↑ 895,993
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX		3%₹967 Cr3,046,989
↑ 45,000
Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | INDIANB		3%₹960 Cr9,688,128
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL		2%₹928 Cr9,293,189
↑ 50,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS		2%₹897 Cr6,601,945
↑ 45,294
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS		2%₹890 Cr9,440,132
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308		2%₹830 Cr11,133,566
↑ 6,400
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP		2%₹700 Cr5,229,582

8. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

Research Highlights for HDFC Top 100 Fund

  • Top quartile AUM (₹40,085 Cr).
  • Established history (29+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.02% (bottom quartile).
  • 3Y return: 11.97% (bottom quartile).
  • 1Y return: -5.43% (bottom quartile).
  • Alpha: -0.67 (bottom quartile).
  • Sharpe: 0.90 (bottom quartile).
  • Information ratio: 0.18 (lower mid).

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (30 Mar 26) ₹1,019.51 ↓ -25.13   (-2.41 %)
Net Assets (Cr) ₹40,085 on 28 Feb 26
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.9
Information Ratio 0.18
Alpha Ratio -0.67
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
28 Feb 21₹10,000
28 Feb 22₹11,409
28 Feb 23₹12,534
29 Feb 24₹17,285
28 Feb 25₹17,397
28 Feb 26₹19,836

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26

DurationReturns
1 Month -12%
3 Month -12.9%
6 Month -9.2%
1 Year -5.4%
3 Year 12%
5 Year 12%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.9%
2023 11.6%
2022 30%
2021 10.6%
2020 28.5%
2019 5.9%
2018 7.7%
2017 0.1%
2016 32%
2015 8.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 223.59 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Top 100 Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services37.44%
Consumer Cyclical19.11%
Health Care9.51%
Industrials7.82%
Communication Services5.59%
Energy4.96%
Basic Materials4.02%
Consumer Defensive3.97%
Technology3.67%
Utility2.13%
Real Estate0.32%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity98.53%
Debt0.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK		9%₹3,808 Cr27,615,474
↑ 400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK		9%₹3,440 Cr38,752,638
↑ 500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL		6%₹2,240 Cr11,921,785
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK		5%₹2,139 Cr51,513,703
↑ 500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE		5%₹1,986 Cr14,250,234
↓ -1,500,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | TITAN		4%₹1,784 Cr4,121,802
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | AXISBANK		4%₹1,482 Cr10,711,912
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY		4%₹1,471 Cr11,316,149
↑ 2,700,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 25 | TORNTPHARM		3%₹1,378 Cr3,180,904
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | BAJAJ-AUTO		3%₹1,243 Cr1,246,298
↑ 50,371

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो आपका एसआईपी निवेश कैसे बढ़ेगा? हम आपको एक उदाहरण के साथ समझाएंगे।

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

एचडीएफसी म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

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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