एसआईपी 2022 - 2023 के लिए भारत में सर्वश्रेष्ठ म्यूचुअल फंड

Updated on August 23, 2026 , 25528 views

एक व्यवस्थितनिवेश योजना (सिप) को सबसे कारगर तरीका माना जाता हैम्युचुअल फंड में निवेश, विशेष रूप से लंबे समय के लिए-टर्म प्लान. यह लंबी अवधि की बचत योजना को लागू करने के लिए निवेशकों को हर महीने एक विशेष तारीख को एक इकाई खरीदने की अनुमति देता है। निवेशकों के प्रति सहज महसूस करने का एक कारणनिवेश एसआईपी में वे लचीलेपन की पेशकश करते हैं। निवेशक कर सकते हैंएसआईपी में निवेश करें मासिक, त्रैमासिक या साप्ताहिकआधार, उनकी सुविधा के अनुसार। आइए इस बारे में अधिक जानें कि कोई व्यक्ति अपने लक्ष्य को कैसे प्राप्त कर सकता हैवित्तीय लक्ष्यों व्यवस्थित निवेश योजनाओं के साथ, कैसेघूंट कैलकुलेटर निवेश के साथ-साथ सहायक हैसर्वश्रेष्ठ म्युचुअल फंड भारत में एसआईपी के लिए।

एसआईपी- वित्तीय लक्ष्यों को प्राप्त करने का इष्टतम तरीका

SIP को इस तरह से डिज़ाइन किया गया है कि कोई भी आसानी से अपने निवेश की पूर्व-योजना बना सकता है और अपने वित्तीय लक्ष्यों के अनुसार निवेश कर सकता है। लेकिन, एसआईपी के जरिए लक्ष्य हासिल करने के लिए लंबे समय के लिए निवेश करना पड़ता है। आमतौर पर, SIP का उपयोग व्यापक रूप से लक्ष्यों की योजना बनाने के लिए किया जाता है जैसे-

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चिकित्सा आपात स्थिति आदि।

कोई भी न्यूनतम 500 रुपये और 1000 रुपये की राशि से एसआईपी में निवेश शुरू कर सकता है। एक बार जब आप एसआईपी में निवेश करना शुरू कर देते हैं तो आपका पैसा हर दिन जाना शुरू हो जाता है क्योंकि यह स्टॉक के संपर्क में आता है।मंडी. यही कारण है कि एसआईपी को एक मार्ग के रूप में ज्यादातर पसंद किया जाता हैइक्विटी फ़ंड. इसके अलावा, ऐतिहासिक रूप से, इक्विटी शेयरों में निवेश ने अन्य सभी परिसंपत्ति वर्गों के बीच प्रभावशाली रिटर्न दिया है, अगर निवेश अनुशासन के साथ और लंबी अवधि के क्षितिज के साथ किया गया था।

इक्विटी में एसआईपी बाजार के समय के जोखिम से बचने में मदद करता है और निवेश की लागत के औसत से धन सृजन की सुविधा प्रदान करता है। आइए कुछ और देखेंएसआईपी के लाभ जो दीर्घकालिक लक्ष्यों को प्राप्त करने में मदद करता है:

कंपाउंडिंग 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। एसआईपी के बाद सेम्यूचुअल फंड्स किश्तों में हैं, उन्हें संयोजित किया जाता है, जो आरंभ में निवेश की गई राशि में अधिक जोड़ता है।
जोखिम में कटौती- यह देखते हुए कि एक एसआईपी लंबी अवधि में फैला हुआ है, कोई भी शेयर बाजार की सभी अवधियों, उतार-चढ़ाव और अधिक महत्वपूर्ण रूप से मंदी को पकड़ लेता है। मंदी में, जब अधिकांश निवेशकों को डर लगता है, एसआईपी की किस्तें निवेशकों को "कम" खरीदना सुनिश्चित करती हैं।
एसआईपी की सुविधा- सुविधा एक एसआईपी के सबसे बड़े लाभों में से एक है। एक उपयोगकर्ता को एक बार साइन-अप करना होता है और दस्तावेज़ीकरण से गुजरना पड़ता है। एक बार हो जाने के बाद, बाद के निवेशों के लिए डेबिट स्वतः हो जाता है औरइन्वेस्टर बस निवेश की निगरानी करनी है।

SIP 2022 - 2023 के लिए भारत में सर्वश्रेष्ठ म्यूचुअल फंड

SIP के लिए बेस्ट लार्ज कैप फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Invesco India Largecap Fund Growth	₹73.47 ↓ -0.27	₹1,847	100	7.3	5.9	6.1	14.7	11.8	5.5
Bandhan Large Cap Fund Growth	₹79.597 ↓ -0.30	₹2,061	100	5	1.2	2.9	13.6	11	8.2
ICICI Prudential Bluechip Fund Growth	₹109.35 ↓ -0.37	₹80,962	100	2.2	-3.3	-1.3	12.7	12.4	11.3
BNP Paribas Large Cap Fund Growth	₹225.028 ↓ -0.51	₹2,632	300	3.3	-0.2	3.3	12.4	11.1	4.4
Nippon India Large Cap Fund Growth	₹90.3417 ↓ -0.26	₹54,225	100	2.1	-3.1	-0.5	12.2	14.1	9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Largecap Fund	Bandhan Large Cap Fund	ICICI Prudential Bluechip Fund	BNP Paribas Large Cap Fund	Nippon India Large Cap Fund
Point 1	Bottom quartile AUM (₹1,847 Cr).	Bottom quartile AUM (₹2,061 Cr).	Highest AUM (₹80,962 Cr).	Lower mid AUM (₹2,632 Cr).	Upper mid AUM (₹54,225 Cr).
Point 2	Established history (17+ yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Oldest track record among peers (21 yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 11.85% (lower mid).	5Y return: 11.02% (bottom quartile).	5Y return: 12.41% (upper mid).	5Y return: 11.05% (bottom quartile).	5Y return: 14.13% (top quartile).
Point 6	3Y return: 14.67% (top quartile).	3Y return: 13.62% (upper mid).	3Y return: 12.68% (lower mid).	3Y return: 12.41% (bottom quartile).	3Y return: 12.17% (bottom quartile).
Point 7	1Y return: 6.15% (top quartile).	1Y return: 2.86% (lower mid).	1Y return: -1.34% (bottom quartile).	1Y return: 3.34% (upper mid).	1Y return: -0.46% (bottom quartile).
Point 8	Alpha: 3.75 (top quartile).	Alpha: 2.34 (upper mid).	Alpha: -2.08 (bottom quartile).	Alpha: 0.42 (lower mid).	Alpha: -1.21 (bottom quartile).
Point 9	Sharpe: -0.25 (lower mid).	Sharpe: -0.35 (bottom quartile).	Sharpe: -0.30 (bottom quartile).	Sharpe: -0.13 (top quartile).	Sharpe: -0.24 (upper mid).
Point 10	Information ratio: 0.82 (top quartile).	Information ratio: 0.63 (lower mid).	Information ratio: 0.67 (upper mid).	Information ratio: 0.42 (bottom quartile).	Information ratio: 0.58 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,847 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.85% (lower mid).
3Y return: 14.67% (top quartile).
1Y return: 6.15% (top quartile).
Alpha: 3.75 (top quartile).
Sharpe: -0.25 (lower mid).
Information ratio: 0.82 (top quartile).

Bandhan Large Cap Fund

Bottom quartile AUM (₹2,061 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.02% (bottom quartile).
3Y return: 13.62% (upper mid).
1Y return: 2.86% (lower mid).
Alpha: 2.34 (upper mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.63 (lower mid).

ICICI Prudential Bluechip Fund

Highest AUM (₹80,962 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.41% (upper mid).
3Y return: 12.68% (lower mid).
1Y return: -1.34% (bottom quartile).
Alpha: -2.08 (bottom quartile).
Sharpe: -0.30 (bottom quartile).
Information ratio: 0.67 (upper mid).

BNP Paribas Large Cap Fund

Lower mid AUM (₹2,632 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.05% (bottom quartile).
3Y return: 12.41% (bottom quartile).
1Y return: 3.34% (upper mid).
Alpha: 0.42 (lower mid).
Sharpe: -0.13 (top quartile).
Information ratio: 0.42 (bottom quartile).

Nippon India Large Cap Fund

Upper mid AUM (₹54,225 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.13% (top quartile).
3Y return: 12.17% (bottom quartile).
1Y return: -0.46% (bottom quartile).
Alpha: -1.21 (bottom quartile).
Sharpe: -0.24 (upper mid).
Information ratio: 0.58 (bottom quartile).

SIP के लिए बेस्ट मल्टी कैप फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth	₹40.49 ↑ 0.03	₹1,288	1,000	11.6	18.8	26.7	22.3	16	3.5
Motilal Oswal Multicap 35 Fund Growth	₹63.973 ↓ -0.08	₹13,940	500	13.2	13.2	2.9	20	12.9	-5.6
Mahindra Badhat Yojana Growth	₹40.4011 ↑ 0.22	₹7,184	500	9.1	11.8	16.2	17.8	16.5	3.4
ICICI Prudential Multicap Fund Growth	₹880.83 ↑ 4.20	₹18,769	100	4.2	8.3	10.1	17.5	15.9	5.7
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	300	-4.6	-2.6	19.3	17.3	13.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Manufacturing Equity Fund	Motilal Oswal Multicap 35 Fund	Mahindra Badhat Yojana	ICICI Prudential Multicap Fund	BNP Paribas Multi Cap Fund
Point 1	Bottom quartile AUM (₹1,288 Cr).	Upper mid AUM (₹13,940 Cr).	Lower mid AUM (₹7,184 Cr).	Highest AUM (₹18,769 Cr).	Bottom quartile AUM (₹588 Cr).
Point 2	Established history (11+ yrs).	Established history (12+ yrs).	Established history (9+ yrs).	Oldest track record among peers (31 yrs).	Established history (20+ yrs).
Point 3	Not Rated.	Top rated.	Not Rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 15.97% (upper mid).	5Y return: 12.89% (bottom quartile).	5Y return: 16.51% (top quartile).	5Y return: 15.94% (lower mid).	5Y return: 13.57% (bottom quartile).
Point 6	3Y return: 22.33% (top quartile).	3Y return: 19.99% (upper mid).	3Y return: 17.79% (lower mid).	3Y return: 17.52% (bottom quartile).	3Y return: 17.28% (bottom quartile).
Point 7	1Y return: 26.71% (top quartile).	1Y return: 2.92% (bottom quartile).	1Y return: 16.19% (lower mid).	1Y return: 10.11% (bottom quartile).	1Y return: 19.34% (upper mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -3.79 (bottom quartile).	Alpha: 3.91 (top quartile).	Alpha: 3.61 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.85 (upper mid).	Sharpe: -0.26 (bottom quartile).	Sharpe: 0.25 (lower mid).	Sharpe: 0.21 (bottom quartile).	Sharpe: 2.86 (top quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.70 (top quartile).	Information ratio: 0.62 (upper mid).	Information ratio: 0.54 (lower mid).	Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

Bottom quartile AUM (₹1,288 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 15.97% (upper mid).
3Y return: 22.33% (top quartile).
1Y return: 26.71% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.85 (upper mid).
Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Upper mid AUM (₹13,940 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.89% (bottom quartile).
3Y return: 19.99% (upper mid).
1Y return: 2.92% (bottom quartile).
Alpha: -3.79 (bottom quartile).
Sharpe: -0.26 (bottom quartile).
Information ratio: 0.70 (top quartile).

Mahindra Badhat Yojana

Lower mid AUM (₹7,184 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.51% (top quartile).
3Y return: 17.79% (lower mid).
1Y return: 16.19% (lower mid).
Alpha: 3.91 (top quartile).
Sharpe: 0.25 (lower mid).
Information ratio: 0.62 (upper mid).

ICICI Prudential Multicap Fund

Highest AUM (₹18,769 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.94% (lower mid).
3Y return: 17.52% (bottom quartile).
1Y return: 10.11% (bottom quartile).
Alpha: 3.61 (upper mid).
Sharpe: 0.21 (bottom quartile).
Information ratio: 0.54 (lower mid).

BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.57% (bottom quartile).
3Y return: 17.28% (bottom quartile).
1Y return: 19.34% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (bottom quartile).

SIP के लिए बेस्ट मिड कैप फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential MidCap Fund Growth	₹353.18 ↑ 2.09	₹7,954	100	3	8.7	17.3	23.4	18.7	11.1
BNP Paribas Mid Cap Fund Growth	₹113.874 ↑ 0.29	₹2,584	300	3.5	6.6	14.2	17.7	15.6	2.5
Aditya Birla Sun Life Midcap Fund Growth	₹871.87 ↑ 1.48	₹6,723	1,000	7.3	10.5	10.4	17	15.4	4.4
TATA Mid Cap Growth Fund Growth	₹472.144 ↓ -0.63	₹6,056	150	4.9	6.1	9.3	16	15.7	5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential MidCap Fund	BNP Paribas Mid Cap Fund	Aditya Birla Sun Life Midcap Fund	TATA Mid Cap Growth Fund
Point 1	Highest AUM (₹7,954 Cr).	Bottom quartile AUM (₹2,584 Cr).	Upper mid AUM (₹6,723 Cr).	Lower mid AUM (₹6,056 Cr).
Point 2	Established history (21+ yrs).	Established history (20+ yrs).	Established history (23+ yrs).	Oldest track record among peers (32 yrs).
Point 3	Rating: 2★ (lower mid).	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 18.65% (top quartile).	5Y return: 15.62% (lower mid).	5Y return: 15.38% (bottom quartile).	5Y return: 15.66% (upper mid).
Point 6	3Y return: 23.45% (top quartile).	3Y return: 17.66% (upper mid).	3Y return: 17.00% (lower mid).	3Y return: 15.98% (bottom quartile).
Point 7	1Y return: 17.26% (top quartile).	1Y return: 14.16% (upper mid).	1Y return: 10.36% (lower mid).	1Y return: 9.33% (bottom quartile).
Point 8	Alpha: 4.57 (top quartile).	Alpha: 2.17 (upper mid).	Alpha: -1.60 (bottom quartile).	Alpha: -1.11 (lower mid).
Point 9	Sharpe: 0.48 (top quartile).	Sharpe: 0.38 (upper mid).	Sharpe: 0.17 (bottom quartile).	Sharpe: 0.19 (lower mid).
Point 10	Information ratio: 0.73 (top quartile).	Information ratio: -0.22 (upper mid).	Information ratio: -0.51 (lower mid).	Information ratio: -0.72 (bottom quartile).

ICICI Prudential MidCap Fund

Highest AUM (₹7,954 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.65% (top quartile).
3Y return: 23.45% (top quartile).
1Y return: 17.26% (top quartile).
Alpha: 4.57 (top quartile).
Sharpe: 0.48 (top quartile).
Information ratio: 0.73 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,584 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.62% (lower mid).
3Y return: 17.66% (upper mid).
1Y return: 14.16% (upper mid).
Alpha: 2.17 (upper mid).
Sharpe: 0.38 (upper mid).
Information ratio: -0.22 (upper mid).

Aditya Birla Sun Life Midcap Fund

Upper mid AUM (₹6,723 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.38% (bottom quartile).
3Y return: 17.00% (lower mid).
1Y return: 10.36% (lower mid).
Alpha: -1.60 (bottom quartile).
Sharpe: 0.17 (bottom quartile).
Information ratio: -0.51 (lower mid).

TATA Mid Cap Growth Fund

Lower mid AUM (₹6,056 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.66% (upper mid).
3Y return: 15.98% (bottom quartile).
1Y return: 9.33% (bottom quartile).
Alpha: -1.11 (lower mid).
Sharpe: 0.19 (lower mid).
Information ratio: -0.72 (bottom quartile).

SIP के लिए बेस्ट स्मॉल कैप फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
IDBI Small Cap Fund Growth	₹35.1964 ↑ 0.21	₹758	500	10.2	22.8	16	18.3	18.5	-13.4
DSP Small Cap Fund Growth	₹232.261 ↑ 0.80	₹20,221	500	12.4	18.5	17.1	18.2	18.7	-2.8
Sundaram Small Cap Fund Growth	₹301.007 ↑ 1.08	₹3,922	100	7.8	18.3	16.7	17.7	17.7	0.4
Nippon India Small Cap Fund Growth	₹186.525 ↑ 0.81	₹78,957	100	6.9	14.3	12.2	16.5	19.9	-4.7
Aditya Birla Sun Life Small Cap Fund Growth	₹101.007 ↑ 0.61	₹5,865	1,000	9.6	18.4	18	15.8	14.6	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	IDBI Small Cap Fund	DSP Small Cap Fund	Sundaram Small Cap Fund	Nippon India Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Bottom quartile AUM (₹758 Cr).	Upper mid AUM (₹20,221 Cr).	Bottom quartile AUM (₹3,922 Cr).	Highest AUM (₹78,957 Cr).	Lower mid AUM (₹5,865 Cr).
Point 2	Established history (9+ yrs).	Established history (19+ yrs).	Oldest track record among peers (21 yrs).	Established history (15+ yrs).	Established history (19+ yrs).
Point 3	Not Rated.	Rating: 4★ (upper mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (lower mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 18.45% (lower mid).	5Y return: 18.65% (upper mid).	5Y return: 17.67% (bottom quartile).	5Y return: 19.95% (top quartile).	5Y return: 14.55% (bottom quartile).
Point 6	3Y return: 18.34% (top quartile).	3Y return: 18.15% (upper mid).	3Y return: 17.74% (lower mid).	3Y return: 16.46% (bottom quartile).	3Y return: 15.84% (bottom quartile).
Point 7	1Y return: 15.96% (bottom quartile).	1Y return: 17.11% (upper mid).	1Y return: 16.67% (lower mid).	1Y return: 12.15% (bottom quartile).	1Y return: 18.02% (top quartile).
Point 8	Alpha: 4.12 (upper mid).	Alpha: 0.00 (bottom quartile).	Alpha: 5.33 (top quartile).	Alpha: 0.80 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.26 (bottom quartile).	Sharpe: 0.30 (lower mid).	Sharpe: 0.31 (upper mid).	Sharpe: 0.12 (bottom quartile).	Sharpe: 0.40 (top quartile).
Point 10	Information ratio: -0.07 (bottom quartile).	Information ratio: 0.00 (top quartile).	Information ratio: -0.05 (lower mid).	Information ratio: -0.26 (bottom quartile).	Information ratio: 0.00 (upper mid).

IDBI Small Cap Fund

Bottom quartile AUM (₹758 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 18.45% (lower mid).
3Y return: 18.34% (top quartile).
1Y return: 15.96% (bottom quartile).
Alpha: 4.12 (upper mid).
Sharpe: 0.26 (bottom quartile).
Information ratio: -0.07 (bottom quartile).

DSP Small Cap Fund

Upper mid AUM (₹20,221 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.65% (upper mid).
3Y return: 18.15% (upper mid).
1Y return: 17.11% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.30 (lower mid).
Information ratio: 0.00 (top quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,922 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.67% (bottom quartile).
3Y return: 17.74% (lower mid).
1Y return: 16.67% (lower mid).
Alpha: 5.33 (top quartile).
Sharpe: 0.31 (upper mid).
Information ratio: -0.05 (lower mid).

Nippon India Small Cap Fund

Highest AUM (₹78,957 Cr).
Established history (15+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.95% (top quartile).
3Y return: 16.46% (bottom quartile).
1Y return: 12.15% (bottom quartile).
Alpha: 0.80 (lower mid).
Sharpe: 0.12 (bottom quartile).
Information ratio: -0.26 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹5,865 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.55% (bottom quartile).
3Y return: 15.84% (bottom quartile).
1Y return: 18.02% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.40 (top quartile).
Information ratio: 0.00 (upper mid).

एसआईपी के लिए सर्वश्रेष्ठ ईएलएसएस (टैक्स सेविंग म्यूचुअल फंड)

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Motilal Oswal Long Term Equity Fund Growth	₹57.9165 ↑ 0.15	₹4,784	500	8.4	19.3	13.4	22.1	17.4	-9.1
IDBI Equity Advantage Fund Growth	₹43.39 ↑ 0.04	₹485	500	9.7	15.1	16.9	20.8	10
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	500	1.2	15.4	35.5	20.6	17.4
Baroda Pioneer ELSS 96 Growth	₹68.6676 ↑ 0.33	₹210	500	-6.1	-3.5	17.6	16.7	11.6
JM Tax Gain Fund Growth	₹53.213 ↑ 0.07	₹242	500	10.4	11.5	8.5	16.6	15	2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Motilal Oswal Long Term Equity Fund	IDBI Equity Advantage Fund	HDFC Long Term Advantage Fund	Baroda Pioneer ELSS 96	JM Tax Gain Fund
Point 1	Highest AUM (₹4,784 Cr).	Lower mid AUM (₹485 Cr).	Upper mid AUM (₹1,318 Cr).	Bottom quartile AUM (₹210 Cr).	Bottom quartile AUM (₹242 Cr).
Point 2	Established history (11+ yrs).	Established history (12+ yrs).	Oldest track record among peers (25 yrs).	Established history (11+ yrs).	Established history (18+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Not Rated.	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.38% (upper mid).	5Y return: 9.97% (bottom quartile).	5Y return: 17.39% (top quartile).	5Y return: 11.62% (bottom quartile).	5Y return: 14.98% (lower mid).
Point 6	3Y return: 22.05% (top quartile).	3Y return: 20.84% (upper mid).	3Y return: 20.64% (lower mid).	3Y return: 16.70% (bottom quartile).	3Y return: 16.63% (bottom quartile).
Point 7	1Y return: 13.36% (bottom quartile).	1Y return: 16.92% (lower mid).	1Y return: 35.51% (top quartile).	1Y return: 17.56% (upper mid).	1Y return: 8.47% (bottom quartile).
Point 8	Alpha: 2.11 (lower mid).	Alpha: 1.78 (bottom quartile).	Alpha: 1.75 (bottom quartile).	Alpha: 5.69 (top quartile).	Alpha: 5.40 (upper mid).
Point 9	Sharpe: 0.07 (bottom quartile).	Sharpe: 1.21 (lower mid).	Sharpe: 2.27 (upper mid).	Sharpe: 2.51 (top quartile).	Sharpe: 0.22 (bottom quartile).
Point 10	Information ratio: 0.65 (upper mid).	Information ratio: -1.13 (bottom quartile).	Information ratio: -0.15 (bottom quartile).	Information ratio: -0.09 (lower mid).	Information ratio: 0.70 (top quartile).

Motilal Oswal Long Term Equity Fund

Highest AUM (₹4,784 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.38% (upper mid).
3Y return: 22.05% (top quartile).
1Y return: 13.36% (bottom quartile).
Alpha: 2.11 (lower mid).
Sharpe: 0.07 (bottom quartile).
Information ratio: 0.65 (upper mid).

IDBI Equity Advantage Fund

Lower mid AUM (₹485 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 9.97% (bottom quartile).
3Y return: 20.84% (upper mid).
1Y return: 16.92% (lower mid).
Alpha: 1.78 (bottom quartile).
Sharpe: 1.21 (lower mid).
Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

Upper mid AUM (₹1,318 Cr).
Oldest track record among peers (25 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (lower mid).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (bottom quartile).
Sharpe: 2.27 (upper mid).
Information ratio: -0.15 (bottom quartile).

Baroda Pioneer ELSS 96

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

JM Tax Gain Fund

Bottom quartile AUM (₹242 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.98% (lower mid).
3Y return: 16.63% (bottom quartile).
1Y return: 8.47% (bottom quartile).
Alpha: 5.40 (upper mid).
Sharpe: 0.22 (bottom quartile).
Information ratio: 0.70 (top quartile).

एसआईपी के लिए बेस्ट सेक्टर फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
DSP Natural Resources and New Energy Fund Growth	₹109.308 ↓ -0.27	₹2,441	500	-1.9	-0.7	22.4	21.1	16.2	17.5
BOI AXA Manufacturing and Infrastructure Fund Growth	₹67.28 ↓ -0.21	₹893	1,000	5.3	12.3	21.2	22.8	20.9	7.8
SBI Healthcare Opportunities Fund Growth	₹519.928 ↑ 0.90	₹5,400	500	11.4	20.5	18.6	23.5	18.1	-3.5
SBI Magnum Global Fund Growth	₹417.698 ↑ 2.06	₹6,481	500	10.4	14.9	16.5	8.5	9	-5.6
DSP India T.I.G.E.R Fund Growth	₹364.14 ↓ -0.88	₹6,325	500	2.9	11	16.3	21.1	22.3	-2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	BOI AXA Manufacturing and Infrastructure Fund	SBI Healthcare Opportunities Fund	SBI Magnum Global Fund	DSP India T.I.G.E.R Fund
Point 1	Bottom quartile AUM (₹2,441 Cr).	Bottom quartile AUM (₹893 Cr).	Lower mid AUM (₹5,400 Cr).	Highest AUM (₹6,481 Cr).	Upper mid AUM (₹6,325 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Oldest track record among peers (22 yrs).
Point 3	Top rated.	Not Rated.	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 16.25% (bottom quartile).	5Y return: 20.91% (upper mid).	5Y return: 18.10% (lower mid).	5Y return: 9.02% (bottom quartile).	5Y return: 22.31% (top quartile).
Point 6	3Y return: 21.09% (lower mid).	3Y return: 22.81% (upper mid).	3Y return: 23.52% (top quartile).	3Y return: 8.45% (bottom quartile).	3Y return: 21.06% (bottom quartile).
Point 7	1Y return: 22.37% (top quartile).	1Y return: 21.25% (upper mid).	1Y return: 18.55% (lower mid).	1Y return: 16.54% (bottom quartile).	1Y return: 16.33% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 3.75 (top quartile).	Alpha: -2.12 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.93 (top quartile).	Sharpe: 0.70 (lower mid).	Sharpe: 0.71 (upper mid).	Sharpe: 0.39 (bottom quartile).	Sharpe: 0.52 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.02 (top quartile).	Information ratio: -0.77 (bottom quartile).	Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

Bottom quartile AUM (₹2,441 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.25% (bottom quartile).
3Y return: 21.09% (lower mid).
1Y return: 22.37% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.93 (top quartile).
Information ratio: 0.00 (upper mid).

BOI AXA Manufacturing and Infrastructure Fund

Bottom quartile AUM (₹893 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: High.
5Y return: 20.91% (upper mid).
3Y return: 22.81% (upper mid).
1Y return: 21.25% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.70 (lower mid).
Information ratio: 0.00 (lower mid).

SBI Healthcare Opportunities Fund

Lower mid AUM (₹5,400 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 18.10% (lower mid).
3Y return: 23.52% (top quartile).
1Y return: 18.55% (lower mid).
Alpha: 3.75 (top quartile).
Sharpe: 0.71 (upper mid).
Information ratio: 0.02 (top quartile).

SBI Magnum Global Fund

Highest AUM (₹6,481 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.02% (bottom quartile).
3Y return: 8.45% (bottom quartile).
1Y return: 16.54% (bottom quartile).
Alpha: -2.12 (bottom quartile).
Sharpe: 0.39 (bottom quartile).
Information ratio: -0.77 (bottom quartile).

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

Upper mid AUM (₹6,325 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 22.31% (top quartile).
3Y return: 21.06% (bottom quartile).
1Y return: 16.33% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.52 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

एसआईपी के लिए सर्वश्रेष्ठ फोकस्ड फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential Focused Equity Fund Growth	₹96.5 ↓ -0.12	₹17,764	100	6	1.3	3.6	18	15.9	15.4
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	100	-5	8.5	24.5	17	17.3
SBI Focused Equity Fund Growth	₹407.901 ↑ 1.96	₹50,041	500	5.3	8.7	16	16.8	12.9	15.7
HDFC Focused 30 Fund Growth	₹237.102 ↑ 0.38	₹27,925	300	5.7	-1.9	1.8	16.3	18.5	10.9
Motilal Oswal Focused 25 Fund Growth	₹53.8971 ↓ 0.00	₹1,693	500	17.1	25.4	25.6	14.5	10.7	-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Focused Equity Fund	Sundaram Select Focus Fund	SBI Focused Equity Fund	HDFC Focused 30 Fund	Motilal Oswal Focused 25 Fund
Point 1	Lower mid AUM (₹17,764 Cr).	Bottom quartile AUM (₹1,354 Cr).	Highest AUM (₹50,041 Cr).	Upper mid AUM (₹27,925 Cr).	Bottom quartile AUM (₹1,693 Cr).
Point 2	Established history (17+ yrs).	Oldest track record among peers (24 yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (13+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 15.91% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 12.89% (bottom quartile).	5Y return: 18.52% (top quartile).	5Y return: 10.68% (bottom quartile).
Point 6	3Y return: 17.97% (top quartile).	3Y return: 17.03% (upper mid).	3Y return: 16.76% (lower mid).	3Y return: 16.28% (bottom quartile).	3Y return: 14.51% (bottom quartile).
Point 7	1Y return: 3.56% (bottom quartile).	1Y return: 24.49% (upper mid).	1Y return: 15.99% (lower mid).	1Y return: 1.81% (bottom quartile).	1Y return: 25.61% (top quartile).
Point 8	Alpha: 1.94 (lower mid).	Alpha: -5.62 (bottom quartile).	Alpha: 11.68 (upper mid).	Alpha: -0.60 (bottom quartile).	Alpha: 12.26 (top quartile).
Point 9	Sharpe: 0.05 (bottom quartile).	Sharpe: 1.85 (top quartile).	Sharpe: 0.54 (lower mid).	Sharpe: -0.08 (bottom quartile).	Sharpe: 0.61 (upper mid).
Point 10	Information ratio: 1.18 (top quartile).	Information ratio: -0.52 (bottom quartile).	Information ratio: 0.54 (lower mid).	Information ratio: 0.69 (upper mid).	Information ratio: -0.07 (bottom quartile).

ICICI Prudential Focused Equity Fund

Lower mid AUM (₹17,764 Cr).
Established history (17+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.91% (lower mid).
3Y return: 17.97% (top quartile).
1Y return: 3.56% (bottom quartile).
Alpha: 1.94 (lower mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: 1.18 (top quartile).

Sundaram Select Focus Fund

Bottom quartile AUM (₹1,354 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.29% (upper mid).
3Y return: 17.03% (upper mid).
1Y return: 24.49% (upper mid).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

SBI Focused Equity Fund

Highest AUM (₹50,041 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.89% (bottom quartile).
3Y return: 16.76% (lower mid).
1Y return: 15.99% (lower mid).
Alpha: 11.68 (upper mid).
Sharpe: 0.54 (lower mid).
Information ratio: 0.54 (lower mid).

HDFC Focused 30 Fund

Upper mid AUM (₹27,925 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.52% (top quartile).
3Y return: 16.28% (bottom quartile).
1Y return: 1.81% (bottom quartile).
Alpha: -0.60 (bottom quartile).
Sharpe: -0.08 (bottom quartile).
Information ratio: 0.69 (upper mid).

Motilal Oswal Focused 25 Fund

Bottom quartile AUM (₹1,693 Cr).
Established history (13+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.68% (bottom quartile).
3Y return: 14.51% (bottom quartile).
1Y return: 25.61% (top quartile).
Alpha: 12.26 (top quartile).
Sharpe: 0.61 (upper mid).
Information ratio: -0.07 (bottom quartile).

एसआईपी के लिए बेस्ट वैल्यू फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
HDFC Capital Builder Value Fund Growth	₹802.371 ↓ -0.68	₹7,934	300	7	5	8.3	17.2	14.7	8.6
Aditya Birla Sun Life Pure Value Fund Growth	₹139.437 ↓ -0.12	₹6,739	1,000	5.5	9.3	14.3	16.2	15.3	2.6
Nippon India Value Fund Growth	₹226.745 ↓ -0.47	₹9,098	100	1.7	-1.5	2.6	15.5	14.8	4.2
Tata Equity PE Fund Growth	₹359.338 ↑ 0.07	₹8,492	150	4.5	0.8	4.9	14.3	14.2	3.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment	₹133.667 ↑ 0.03	₹8,492	150	4.5	0.8	4.9	14.3	13.8	3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	HDFC Capital Builder Value Fund	Aditya Birla Sun Life Pure Value Fund	Nippon India Value Fund	Tata Equity PE Fund	Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Point 1	Bottom quartile AUM (₹7,934 Cr).	Bottom quartile AUM (₹6,739 Cr).	Highest AUM (₹9,098 Cr).	Upper mid AUM (₹8,492 Cr).	Lower mid AUM (₹8,492 Cr).
Point 2	Oldest track record among peers (32 yrs).	Established history (18+ yrs).	Established history (21+ yrs).	Established history (22+ yrs).	Established history (16+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Not Rated.	Top rated.	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.70% (lower mid).	5Y return: 15.30% (top quartile).	5Y return: 14.84% (upper mid).	5Y return: 14.16% (bottom quartile).	5Y return: 13.82% (bottom quartile).
Point 6	3Y return: 17.22% (top quartile).	3Y return: 16.17% (upper mid).	3Y return: 15.54% (lower mid).	3Y return: 14.32% (bottom quartile).	3Y return: 14.29% (bottom quartile).
Point 7	1Y return: 8.35% (upper mid).	1Y return: 14.34% (top quartile).	1Y return: 2.61% (bottom quartile).	1Y return: 4.90% (bottom quartile).	1Y return: 4.90% (lower mid).
Point 8	Alpha: 3.35 (upper mid).	Alpha: 7.11 (top quartile).	Alpha: -2.02 (bottom quartile).	Alpha: -1.97 (lower mid).	Alpha: -1.97 (bottom quartile).
Point 9	Sharpe: 0.15 (upper mid).	Sharpe: 0.34 (top quartile).	Sharpe: -0.15 (lower mid).	Sharpe: -0.17 (bottom quartile).	Sharpe: -0.17 (bottom quartile).
Point 10	Information ratio: 1.50 (top quartile).	Information ratio: 0.52 (lower mid).	Information ratio: 0.91 (upper mid).	Information ratio: 0.12 (bottom quartile).	Information ratio: 0.11 (bottom quartile).

HDFC Capital Builder Value Fund

Bottom quartile AUM (₹7,934 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.70% (lower mid).
3Y return: 17.22% (top quartile).
1Y return: 8.35% (upper mid).
Alpha: 3.35 (upper mid).
Sharpe: 0.15 (upper mid).
Information ratio: 1.50 (top quartile).

Aditya Birla Sun Life Pure Value Fund

Bottom quartile AUM (₹6,739 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.30% (top quartile).
3Y return: 16.17% (upper mid).
1Y return: 14.34% (top quartile).
Alpha: 7.11 (top quartile).
Sharpe: 0.34 (top quartile).
Information ratio: 0.52 (lower mid).

Nippon India Value Fund

Highest AUM (₹9,098 Cr).
Established history (21+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.84% (upper mid).
3Y return: 15.54% (lower mid).
1Y return: 2.61% (bottom quartile).
Alpha: -2.02 (bottom quartile).
Sharpe: -0.15 (lower mid).
Information ratio: 0.91 (upper mid).

Tata Equity PE Fund

Upper mid AUM (₹8,492 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.16% (bottom quartile).
3Y return: 14.32% (bottom quartile).
1Y return: 4.90% (bottom quartile).
Alpha: -1.97 (lower mid).
Sharpe: -0.17 (bottom quartile).
Information ratio: 0.12 (bottom quartile).

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Lower mid AUM (₹8,492 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.82% (bottom quartile).
3Y return: 14.29% (bottom quartile).
1Y return: 4.90% (lower mid).
Alpha: -1.97 (bottom quartile).
Sharpe: -0.17 (bottom quartile).
Information ratio: 0.11 (bottom quartile).

एसआईपी कैलकुलेटर

एसआईपी कैलकुलेटर एक कुशल उपकरण है जिसका उपयोग निवेशक म्यूचुअल फंड में निवेश करते समय कर सकता है। चाहे कोई कार/घर खरीदने के लिए निवेश करना चाहता हो, सेवानिवृत्ति की योजना बनाना चाहता हो, किसी बच्चे की उच्च शिक्षा या किसी अन्य संपत्ति में निवेश करना चाहता हो, उसके लिए SIP कैलकुलेटर का उपयोग किया जा सकता है। यह विशेष वित्तीय लक्ष्य तक पहुंचने के लिए निवेश के लिए आवश्यक निवेश की मात्रा और समय अवधि की गणना करने में मदद करता है। तो, सामान्य प्रश्न जैसे "कितना करेंSIP में निवेश करें या उस समय तक मुझे कैसे निवेश करना चाहिए", इस कैलकुलेटर का उपयोग करके हल करता है।

SIP कैलकुलेटर का उपयोग करते समय, किसी को कुछ चर भरने होते हैं, जिनमें शामिल हैं (चित्रण नीचे दिया गया है) -

वांछित निवेश अवधि
अनुमानित मासिक एसआईपी राशि
अपेक्षित होनामुद्रास्फीति आने वाले वर्षों के लिए दर (वार्षिक)
निवेश पर दीर्घकालिक विकास दर

एक बार जब आप उपरोक्त सभी जानकारी फीड कर लेते हैं, तो कैलकुलेटर आपको वह राशि देगा जो आपको उल्लिखित वर्षों की संख्या के बाद प्राप्त होगी (आपका एसआईपी रिटर्न)। आपके शुद्ध लाभ को भी हाइलाइट किया जाएगा ताकि आप अपने लक्ष्य की पूर्ति का अनुमान लगा सकें।

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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।