एसआईपी 2022 - 2023 के लिए भारत में सर्वश्रेष्ठ म्यूचुअल फंड

Updated on June 22, 2026 , 25389 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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घर ख़रीदना
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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 (%)	2024 (%)
Invesco India Largecap Fund Growth	₹70.65 ↑ 0.52	₹1,749	100	12.5	-1	1.7	14.6	12.8	5.5
Nippon India Large Cap Fund Growth	₹89.8939 ↑ 0.51	₹51,660	100	7.5	-4.5	-0.3	14.5	15.3	9.2
ICICI Prudential Bluechip Fund Growth	₹108.19 ↑ 0.59	₹76,297	100	5.8	-6.3	-1.3	14.1	13.4	11.3
DSP TOP 100 Equity Growth	₹458.498 ↑ 3.09	₹7,175	500	6.2	-5.8	-3.4	13.7	10.8	8.4
Bandhan Large Cap Fund Growth	₹76.868 ↑ 0.47	₹2,001	100	7.9	-4.2	0.8	13.5	11.6	8.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Largecap Fund	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	DSP TOP 100 Equity	Bandhan Large Cap Fund
Point 1	Bottom quartile AUM (₹1,749 Cr).	Upper mid AUM (₹51,660 Cr).	Highest AUM (₹76,297 Cr).	Lower mid AUM (₹7,175 Cr).	Bottom quartile AUM (₹2,001 Cr).
Point 2	Established history (16+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (20+ yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).
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: 12.79% (lower mid).	5Y return: 15.29% (top quartile).	5Y return: 13.35% (upper mid).	5Y return: 10.83% (bottom quartile).	5Y return: 11.58% (bottom quartile).
Point 6	3Y return: 14.60% (top quartile).	3Y return: 14.50% (upper mid).	3Y return: 14.13% (lower mid).	3Y return: 13.69% (bottom quartile).	3Y return: 13.54% (bottom quartile).
Point 7	1Y return: 1.71% (top quartile).	1Y return: -0.31% (lower mid).	1Y return: -1.31% (bottom quartile).	1Y return: -3.41% (bottom quartile).	1Y return: 0.79% (upper mid).
Point 8	Alpha: 1.94 (upper mid).	Alpha: 0.46 (lower mid).	Alpha: -1.97 (bottom quartile).	Alpha: -4.25 (bottom quartile).	Alpha: 1.95 (top quartile).
Point 9	Sharpe: -0.24 (top quartile).	Sharpe: -0.35 (lower mid).	Sharpe: -0.48 (bottom quartile).	Sharpe: -0.67 (bottom quartile).	Sharpe: -0.26 (upper mid).
Point 10	Information ratio: 0.75 (lower mid).	Information ratio: 1.03 (top quartile).	Information ratio: 0.90 (upper mid).	Information ratio: 0.56 (bottom quartile).	Information ratio: 0.66 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,749 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.79% (lower mid).
3Y return: 14.60% (top quartile).
1Y return: 1.71% (top quartile).
Alpha: 1.94 (upper mid).
Sharpe: -0.24 (top quartile).
Information ratio: 0.75 (lower mid).

Nippon India Large Cap Fund

Upper mid AUM (₹51,660 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.29% (top quartile).
3Y return: 14.50% (upper mid).
1Y return: -0.31% (lower mid).
Alpha: 0.46 (lower mid).
Sharpe: -0.35 (lower mid).
Information ratio: 1.03 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹76,297 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.35% (upper mid).
3Y return: 14.13% (lower mid).
1Y return: -1.31% (bottom quartile).
Alpha: -1.97 (bottom quartile).
Sharpe: -0.48 (bottom quartile).
Information ratio: 0.90 (upper mid).

DSP TOP 100 Equity

Lower mid AUM (₹7,175 Cr).
Oldest track record among peers (23 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.83% (bottom quartile).
3Y return: 13.69% (bottom quartile).
1Y return: -3.41% (bottom quartile).
Alpha: -4.25 (bottom quartile).
Sharpe: -0.67 (bottom quartile).
Information ratio: 0.56 (bottom quartile).

Bandhan Large Cap Fund

Bottom quartile AUM (₹2,001 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.58% (bottom quartile).
3Y return: 13.54% (bottom quartile).
1Y return: 0.79% (upper mid).
Alpha: 1.95 (top quartile).
Sharpe: -0.26 (upper mid).
Information ratio: 0.66 (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 (%)	2024 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth	₹36.87 ↓ -0.19	₹1,198	1,000	17	10.9	17.4	21.2	14	3.5
ICICI Prudential Multicap Fund Growth	₹854.04 ↑ 1.57	₹17,676	100	17.2	6.4	8.4	19.1	16.5	5.7
Mahindra Badhat Yojana Growth	₹37.7921 ↑ 0.23	₹6,643	500	15.1	4.9	7.4	18.9	16.2	3.4
Motilal Oswal Multicap 35 Fund Growth	₹57.8139 ↓ -0.06	₹12,937	500	11	-5.1	-6.5	17.9	11.7	-5.6
Nippon India Multi Cap Fund Growth	₹303.38 ↑ 0.23	₹53,411	100	11.3	0.8	2	17.8	19.7	4.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Manufacturing Equity Fund	ICICI Prudential Multicap Fund	Mahindra Badhat Yojana	Motilal Oswal Multicap 35 Fund	Nippon India Multi Cap Fund
Point 1	Bottom quartile AUM (₹1,198 Cr).	Upper mid AUM (₹17,676 Cr).	Bottom quartile AUM (₹6,643 Cr).	Lower mid AUM (₹12,937 Cr).	Highest AUM (₹53,411 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (31 yrs).	Established history (9+ yrs).	Established history (12+ yrs).	Established history (21+ yrs).
Point 3	Not Rated.	Rating: 3★ (upper mid).	Not Rated.	Top rated.	Rating: 2★ (lower 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: 14.00% (bottom quartile).	5Y return: 16.52% (upper mid).	5Y return: 16.21% (lower mid).	5Y return: 11.71% (bottom quartile).	5Y return: 19.68% (top quartile).
Point 6	3Y return: 21.24% (top quartile).	3Y return: 19.12% (upper mid).	3Y return: 18.90% (lower mid).	3Y return: 17.92% (bottom quartile).	3Y return: 17.82% (bottom quartile).
Point 7	1Y return: 17.42% (top quartile).	1Y return: 8.42% (upper mid).	1Y return: 7.39% (lower mid).	1Y return: -6.48% (bottom quartile).	1Y return: 2.04% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 5.38 (top quartile).	Alpha: 4.99 (upper mid).	Alpha: -5.87 (bottom quartile).	Alpha: -1.22 (bottom quartile).
Point 9	Sharpe: 0.59 (top quartile).	Sharpe: 0.15 (upper mid).	Sharpe: 0.15 (lower mid).	Sharpe: -0.52 (bottom quartile).	Sharpe: -0.19 (bottom quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.79 (top quartile).	Information ratio: 0.65 (upper mid).	Information ratio: 0.47 (lower mid).	Information ratio: 0.39 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

Bottom quartile AUM (₹1,198 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 14.00% (bottom quartile).
3Y return: 21.24% (top quartile).
1Y return: 17.42% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.59 (top quartile).
Information ratio: 0.00 (bottom quartile).

ICICI Prudential Multicap Fund

Upper mid AUM (₹17,676 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.52% (upper mid).
3Y return: 19.12% (upper mid).
1Y return: 8.42% (upper mid).
Alpha: 5.38 (top quartile).
Sharpe: 0.15 (upper mid).
Information ratio: 0.79 (top quartile).

Mahindra Badhat Yojana

Bottom quartile AUM (₹6,643 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.21% (lower mid).
3Y return: 18.90% (lower mid).
1Y return: 7.39% (lower mid).
Alpha: 4.99 (upper mid).
Sharpe: 0.15 (lower mid).
Information ratio: 0.65 (upper mid).

Motilal Oswal Multicap 35 Fund

Lower mid AUM (₹12,937 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.71% (bottom quartile).
3Y return: 17.92% (bottom quartile).
1Y return: -6.48% (bottom quartile).
Alpha: -5.87 (bottom quartile).
Sharpe: -0.52 (bottom quartile).
Information ratio: 0.47 (lower mid).

Nippon India Multi Cap Fund

Highest AUM (₹53,411 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.68% (top quartile).
3Y return: 17.82% (bottom quartile).
1Y return: 2.04% (bottom quartile).
Alpha: -1.22 (bottom quartile).
Sharpe: -0.19 (bottom quartile).
Information ratio: 0.39 (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 (%)	2024 (%)
ICICI Prudential MidCap Fund Growth	₹341.71 ↓ -0.02	₹7,789	100	16.2	8.8	14.3	25	18.9	11.1
BNP Paribas Mid Cap Fund Growth	₹110.628 ↓ -0.08	₹2,461	300	14	5.8	10.9	20.1	16.3	2.5
Aditya Birla Sun Life Midcap Fund Growth	₹837.15 ↑ 6.45	₹6,398	1,000	17.4	4	6.5	19.2	16.2	4.4
TATA Mid Cap Growth Fund Growth	₹454.934 ↑ 2.27	₹5,732	150	11.8	1.2	6.9	18.6	16.4	5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 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 (₹7,789 Cr).	Bottom quartile AUM (₹2,461 Cr).	Upper mid AUM (₹6,398 Cr).	Lower mid AUM (₹5,732 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: 18.88% (top quartile).	5Y return: 16.27% (lower mid).	5Y return: 16.19% (bottom quartile).	5Y return: 16.38% (upper mid).
Point 6	3Y return: 24.97% (top quartile).	3Y return: 20.05% (upper mid).	3Y return: 19.18% (lower mid).	3Y return: 18.60% (bottom quartile).
Point 7	1Y return: 14.30% (top quartile).	1Y return: 10.87% (upper mid).	1Y return: 6.51% (bottom quartile).	1Y return: 6.88% (lower mid).
Point 8	Alpha: 9.08 (top quartile).	Alpha: 2.64 (upper mid).	Alpha: -1.82 (bottom quartile).	Alpha: 0.38 (lower mid).
Point 9	Sharpe: 0.61 (top quartile).	Sharpe: 0.34 (upper mid).	Sharpe: 0.09 (bottom quartile).	Sharpe: 0.20 (lower mid).
Point 10	Information ratio: 0.84 (top quartile).	Information ratio: -0.33 (upper mid).	Information ratio: -0.78 (lower mid).	Information ratio: -0.87 (bottom quartile).

ICICI Prudential MidCap Fund

Highest AUM (₹7,789 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.88% (top quartile).
3Y return: 24.97% (top quartile).
1Y return: 14.30% (top quartile).
Alpha: 9.08 (top quartile).
Sharpe: 0.61 (top quartile).
Information ratio: 0.84 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,461 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.27% (lower mid).
3Y return: 20.05% (upper mid).
1Y return: 10.87% (upper mid).
Alpha: 2.64 (upper mid).
Sharpe: 0.34 (upper mid).
Information ratio: -0.33 (upper mid).

Aditya Birla Sun Life Midcap Fund

Upper mid AUM (₹6,398 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.19% (bottom quartile).
3Y return: 19.18% (lower mid).
1Y return: 6.51% (bottom quartile).
Alpha: -1.82 (bottom quartile).
Sharpe: 0.09 (bottom quartile).
Information ratio: -0.78 (lower mid).

TATA Mid Cap Growth Fund

Lower mid AUM (₹5,732 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.38% (upper mid).
3Y return: 18.60% (bottom quartile).
1Y return: 6.88% (lower mid).
Alpha: 0.38 (lower mid).
Sharpe: 0.20 (lower mid).
Information ratio: -0.87 (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 (%)	2024 (%)
Sundaram Small Cap Fund Growth	₹286.511 ↓ -0.04	₹3,681	100	24.9	10.6	12.5	19.4	17.9	0.4
DSP Small Cap Fund Growth	₹216.824 ↑ 0.52	₹18,358	500	21.5	10.1	10.4	19.3	18.5	-2.8
Nippon India Small Cap Fund Growth	₹180.841 ↑ 0.23	₹74,604	100	20.6	8.8	7.7	19.1	20.8	-4.7
IDBI Small Cap Fund Growth	₹33.4899 ↑ 0.07	₹695	500	26.2	14	12.2	18.4	18.7	-13.4
Aditya Birla Sun Life Small Cap Fund Growth	₹94.8272 ↑ 0.29	₹5,453	1,000	22	11.6	11.1	17.6	14.1	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Small Cap Fund	DSP Small Cap Fund	Nippon India Small Cap Fund	IDBI Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Bottom quartile AUM (₹3,681 Cr).	Upper mid AUM (₹18,358 Cr).	Highest AUM (₹74,604 Cr).	Bottom quartile AUM (₹695 Cr).	Lower mid AUM (₹5,453 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (19+ yrs).	Established history (15+ yrs).	Established history (9+ yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Not Rated.	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: 17.86% (bottom quartile).	5Y return: 18.54% (lower mid).	5Y return: 20.78% (top quartile).	5Y return: 18.67% (upper mid).	5Y return: 14.12% (bottom quartile).
Point 6	3Y return: 19.36% (top quartile).	3Y return: 19.25% (upper mid).	3Y return: 19.07% (lower mid).	3Y return: 18.41% (bottom quartile).	3Y return: 17.65% (bottom quartile).
Point 7	1Y return: 12.46% (top quartile).	1Y return: 10.37% (bottom quartile).	1Y return: 7.66% (bottom quartile).	1Y return: 12.18% (upper mid).	1Y return: 11.06% (lower mid).
Point 8	Alpha: 7.77 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 2.35 (lower mid).	Alpha: 5.40 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.26 (top quartile).	Sharpe: 0.13 (bottom quartile).	Sharpe: 0.05 (bottom quartile).	Sharpe: 0.17 (lower mid).	Sharpe: 0.23 (upper mid).
Point 10	Information ratio: -0.16 (lower mid).	Information ratio: 0.00 (top quartile).	Information ratio: -0.24 (bottom quartile).	Information ratio: -0.35 (bottom quartile).	Information ratio: 0.00 (upper mid).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,681 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.86% (bottom quartile).
3Y return: 19.36% (top quartile).
1Y return: 12.46% (top quartile).
Alpha: 7.77 (top quartile).
Sharpe: 0.26 (top quartile).
Information ratio: -0.16 (lower mid).

DSP Small Cap Fund

Upper mid AUM (₹18,358 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.54% (lower mid).
3Y return: 19.25% (upper mid).
1Y return: 10.37% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.13 (bottom quartile).
Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

Highest AUM (₹74,604 Cr).
Established history (15+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.78% (top quartile).
3Y return: 19.07% (lower mid).
1Y return: 7.66% (bottom quartile).
Alpha: 2.35 (lower mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.24 (bottom quartile).

IDBI Small Cap Fund

Bottom quartile AUM (₹695 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 18.67% (upper mid).
3Y return: 18.41% (bottom quartile).
1Y return: 12.18% (upper mid).
Alpha: 5.40 (upper mid).
Sharpe: 0.17 (lower mid).
Information ratio: -0.35 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹5,453 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.12% (bottom quartile).
3Y return: 17.65% (bottom quartile).
1Y return: 11.06% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.23 (upper mid).
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 (%)	2024 (%)
Motilal Oswal Long Term Equity Fund Growth	₹55.4038 ↓ -0.05	₹4,663	500	18.5	8.7	7	22.8	18	-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
SBI Magnum Tax Gain Fund Growth	₹437.306 ↑ 3.42	₹30,955	500	8.9	-3.1	0.4	18.8	16.9	6.6
DSP Tax Saver Fund Growth	₹139.3 ↑ 1.41	₹16,156	500	8.9	-3.8	0.1	16.9	13.7	7.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Motilal Oswal Long Term Equity Fund	IDBI Equity Advantage Fund	HDFC Long Term Advantage Fund	SBI Magnum Tax Gain Fund	DSP Tax Saver Fund
Point 1	Lower mid AUM (₹4,663 Cr).	Bottom quartile AUM (₹485 Cr).	Bottom quartile AUM (₹1,318 Cr).	Highest AUM (₹30,955 Cr).	Upper mid AUM (₹16,156 Cr).
Point 2	Established history (11+ yrs).	Established history (12+ yrs).	Oldest track record among peers (25 yrs).	Established history (19+ yrs).	Established history (19+ yrs).
Point 3	Not Rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	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: 17.97% (top quartile).	5Y return: 9.97% (bottom quartile).	5Y return: 17.39% (upper mid).	5Y return: 16.85% (lower mid).	5Y return: 13.74% (bottom quartile).
Point 6	3Y return: 22.76% (top quartile).	3Y return: 20.84% (upper mid).	3Y return: 20.64% (lower mid).	3Y return: 18.77% (bottom quartile).	3Y return: 16.91% (bottom quartile).
Point 7	1Y return: 6.98% (lower mid).	1Y return: 16.92% (upper mid).	1Y return: 35.51% (top quartile).	1Y return: 0.37% (bottom quartile).	1Y return: 0.06% (bottom quartile).
Point 8	Alpha: 3.21 (top quartile).	Alpha: 1.78 (upper mid).	Alpha: 1.75 (lower mid).	Alpha: -2.25 (bottom quartile).	Alpha: -3.11 (bottom quartile).
Point 9	Sharpe: -0.02 (lower mid).	Sharpe: 1.21 (upper mid).	Sharpe: 2.27 (top quartile).	Sharpe: -0.36 (bottom quartile).	Sharpe: -0.38 (bottom quartile).
Point 10	Information ratio: 0.73 (upper mid).	Information ratio: -1.13 (bottom quartile).	Information ratio: -0.15 (bottom quartile).	Information ratio: 1.38 (top quartile).	Information ratio: 0.60 (lower mid).

Motilal Oswal Long Term Equity Fund

Lower mid AUM (₹4,663 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.97% (top quartile).
3Y return: 22.76% (top quartile).
1Y return: 6.98% (lower mid).
Alpha: 3.21 (top quartile).
Sharpe: -0.02 (lower mid).
Information ratio: 0.73 (upper mid).

IDBI Equity Advantage Fund

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

HDFC Long Term Advantage Fund

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

SBI Magnum Tax Gain Fund

Highest AUM (₹30,955 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.85% (lower mid).
3Y return: 18.77% (bottom quartile).
1Y return: 0.37% (bottom quartile).
Alpha: -2.25 (bottom quartile).
Sharpe: -0.36 (bottom quartile).
Information ratio: 1.38 (top quartile).

DSP Tax Saver Fund

Upper mid AUM (₹16,156 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.74% (bottom quartile).
3Y return: 16.91% (bottom quartile).
1Y return: 0.06% (bottom quartile).
Alpha: -3.11 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: 0.60 (lower mid).

एसआईपी के लिए बेस्ट सेक्टर फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
DSP Natural Resources and New Energy Fund Growth	₹108.279 ↑ 0.36	₹2,457	500	3.3	11.2	23.5	22.3	16.3	17.5
BOI AXA Manufacturing and Infrastructure Fund Growth	₹65.44 ↑ 0.13	₹789	1,000	17.2	10.4	17.4	24.4	21.3	7.8
DSP India T.I.G.E.R Fund Growth	₹363.667 ↓ -1.56	₹6,019	500	20.3	15.7	17.3	26	23.8	-2.5
SBI Healthcare Opportunities Fund Growth	₹483.58 ↑ 3.01	₹4,566	500	18.5	13.9	15.8	24.4	16.6	-3.5
UTI Healthcare Fund Growth	₹322.059 ↑ 1.64	₹1,217	500	18.3	12.9	15.4	26.3	15.1	-3.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	BOI AXA Manufacturing and Infrastructure Fund	DSP India T.I.G.E.R Fund	SBI Healthcare Opportunities Fund	UTI Healthcare Fund
Point 1	Lower mid AUM (₹2,457 Cr).	Bottom quartile AUM (₹789 Cr).	Highest AUM (₹6,019 Cr).	Upper mid AUM (₹4,566 Cr).	Bottom quartile AUM (₹1,217 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (22+ yrs).	Established history (21+ yrs).	Oldest track record among peers (27 yrs).
Point 3	Top rated.	Not Rated.	Rating: 4★ (upper mid).	Rating: 2★ (lower mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 16.29% (bottom quartile).	5Y return: 21.26% (upper mid).	5Y return: 23.82% (top quartile).	5Y return: 16.63% (lower mid).	5Y return: 15.08% (bottom quartile).
Point 6	3Y return: 22.35% (bottom quartile).	3Y return: 24.42% (lower mid).	3Y return: 26.02% (upper mid).	3Y return: 24.40% (bottom quartile).	3Y return: 26.27% (top quartile).
Point 7	1Y return: 23.47% (top quartile).	1Y return: 17.42% (upper mid).	1Y return: 17.26% (lower mid).	1Y return: 15.78% (bottom quartile).	1Y return: 15.45% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: -0.04 (bottom quartile).	Alpha: 0.91 (top quartile).
Point 9	Sharpe: 1.33 (top quartile).	Sharpe: 0.60 (upper mid).	Sharpe: 0.48 (lower mid).	Sharpe: 0.36 (bottom quartile).	Sharpe: 0.42 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: -0.40 (bottom quartile).	Information ratio: 0.08 (top quartile).

DSP Natural Resources and New Energy Fund

Lower mid AUM (₹2,457 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.29% (bottom quartile).
3Y return: 22.35% (bottom quartile).
1Y return: 23.47% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.33 (top quartile).
Information ratio: 0.00 (upper mid).

BOI AXA Manufacturing and Infrastructure Fund

Bottom quartile AUM (₹789 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: High.
5Y return: 21.26% (upper mid).
3Y return: 24.42% (lower mid).
1Y return: 17.42% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.60 (upper mid).
Information ratio: 0.00 (lower mid).

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

Highest AUM (₹6,019 Cr).
Established history (22+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 23.82% (top quartile).
3Y return: 26.02% (upper mid).
1Y return: 17.26% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.48 (lower mid).
Information ratio: 0.00 (bottom quartile).

SBI Healthcare Opportunities Fund

Upper mid AUM (₹4,566 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 16.63% (lower mid).
3Y return: 24.40% (bottom quartile).
1Y return: 15.78% (bottom quartile).
Alpha: -0.04 (bottom quartile).
Sharpe: 0.36 (bottom quartile).
Information ratio: -0.40 (bottom quartile).

UTI Healthcare Fund

Bottom quartile AUM (₹1,217 Cr).
Oldest track record among peers (27 yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 15.08% (bottom quartile).
3Y return: 26.27% (top quartile).
1Y return: 15.45% (bottom quartile).
Alpha: 0.91 (top quartile).
Sharpe: 0.42 (bottom quartile).
Information ratio: 0.08 (top 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 (%)	2024 (%)
ICICI Prudential Focused Equity Fund Growth	₹93.3 ↑ 0.70	₹16,147	100	9.5	-4.8	2.4	19	16.7	15.4
HDFC Focused 30 Fund Growth	₹230.049 ↑ 1.76	₹26,082	300	7.6	-3.3	0.7	17.4	18.9	10.9
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	100	-5	8.5	24.5	17	17.3
DSP Focus Fund Growth	₹55.105 ↑ 0.59	₹2,478	500	12.4	-2.3	1.6	16.4	11.3	7.3
SBI Focused Equity Fund Growth	₹383.267 ↓ -3.66	₹46,623	500	12.7	0.1	10.5	16.4	12.9	15.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Focused Equity Fund	HDFC Focused 30 Fund	Sundaram Select Focus Fund	DSP Focus Fund	SBI Focused Equity Fund
Point 1	Lower mid AUM (₹16,147 Cr).	Upper mid AUM (₹26,082 Cr).	Bottom quartile AUM (₹1,354 Cr).	Bottom quartile AUM (₹2,478 Cr).	Highest AUM (₹46,623 Cr).
Point 2	Established history (17+ yrs).	Established history (21+ yrs).	Oldest track record among peers (23 yrs).	Established history (16+ yrs).	Established history (21+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).
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: 16.69% (lower mid).	5Y return: 18.85% (top quartile).	5Y return: 17.29% (upper mid).	5Y return: 11.28% (bottom quartile).	5Y return: 12.85% (bottom quartile).
Point 6	3Y return: 19.02% (top quartile).	3Y return: 17.37% (upper mid).	3Y return: 17.03% (lower mid).	3Y return: 16.42% (bottom quartile).	3Y return: 16.36% (bottom quartile).
Point 7	1Y return: 2.44% (lower mid).	1Y return: 0.74% (bottom quartile).	1Y return: 24.49% (top quartile).	1Y return: 1.55% (bottom quartile).	1Y return: 10.52% (upper mid).
Point 8	Alpha: -0.18 (upper mid).	Alpha: -3.45 (lower mid).	Alpha: -5.62 (bottom quartile).	Alpha: -4.56 (bottom quartile).	Alpha: 12.40 (top quartile).
Point 9	Sharpe: -0.23 (lower mid).	Sharpe: -0.41 (bottom quartile).	Sharpe: 1.85 (top quartile).	Sharpe: -0.47 (bottom quartile).	Sharpe: 0.41 (upper mid).
Point 10	Information ratio: 1.19 (top quartile).	Information ratio: 0.53 (lower mid).	Information ratio: -0.52 (bottom quartile).	Information ratio: 0.17 (bottom quartile).	Information ratio: 0.58 (upper mid).

ICICI Prudential Focused Equity Fund

Lower mid AUM (₹16,147 Cr).
Established history (17+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.69% (lower mid).
3Y return: 19.02% (top quartile).
1Y return: 2.44% (lower mid).
Alpha: -0.18 (upper mid).
Sharpe: -0.23 (lower mid).
Information ratio: 1.19 (top quartile).

HDFC Focused 30 Fund

Upper mid AUM (₹26,082 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.85% (top quartile).
3Y return: 17.37% (upper mid).
1Y return: 0.74% (bottom quartile).
Alpha: -3.45 (lower mid).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.53 (lower mid).

Sundaram Select Focus Fund

Bottom quartile AUM (₹1,354 Cr).
Oldest track record among peers (23 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (upper mid).
3Y return: 17.03% (lower mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

DSP Focus Fund

Bottom quartile AUM (₹2,478 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.28% (bottom quartile).
3Y return: 16.42% (bottom quartile).
1Y return: 1.55% (bottom quartile).
Alpha: -4.56 (bottom quartile).
Sharpe: -0.47 (bottom quartile).
Information ratio: 0.17 (bottom quartile).

SBI Focused Equity Fund

Highest AUM (₹46,623 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.85% (bottom quartile).
3Y return: 16.36% (bottom quartile).
1Y return: 10.52% (upper mid).
Alpha: 12.40 (top quartile).
Sharpe: 0.41 (upper mid).
Information ratio: 0.58 (upper mid).

एसआईपी के लिए बेस्ट वैल्यू फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Pure Value Fund Growth	₹133.651 ↑ 0.75	₹6,530	1,000	14.8	3.4	7.2	18.5	15.2	2.6
Nippon India Value Fund Growth	₹224.982 ↑ 1.67	₹8,821	100	9.1	-3	0.2	18.4	15.9	4.2
HDFC Capital Builder Value Fund Growth	₹770.707 ↑ 5.78	₹7,314	300	11.8	-0.1	4.3	17.8	15.1	8.6
JM Value Fund Growth	₹95.261 ↑ 0.82	₹805	500	15.9	-1.5	-2.3	16.5	15.9	-4.4
ICICI Prudential Value Discovery Fund Growth	₹462.05 ↑ 3.10	₹58,954	100	3.6	-7.3	-1	16.3	16.7	13.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Pure Value Fund	Nippon India Value Fund	HDFC Capital Builder Value Fund	JM Value Fund	ICICI Prudential Value Discovery Fund
Point 1	Bottom quartile AUM (₹6,530 Cr).	Upper mid AUM (₹8,821 Cr).	Lower mid AUM (₹7,314 Cr).	Bottom quartile AUM (₹805 Cr).	Highest AUM (₹58,954 Cr).
Point 2	Established history (18+ yrs).	Established history (21+ yrs).	Oldest track record among peers (32 yrs).	Established history (29+ yrs).	Established history (21+ yrs).
Point 3	Rating: 3★ (upper mid).	Not Rated.	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.
Point 5	5Y return: 15.15% (bottom quartile).	5Y return: 15.94% (upper mid).	5Y return: 15.07% (bottom quartile).	5Y return: 15.92% (lower mid).	5Y return: 16.66% (top quartile).
Point 6	3Y return: 18.53% (top quartile).	3Y return: 18.36% (upper mid).	3Y return: 17.75% (lower mid).	3Y return: 16.46% (bottom quartile).	3Y return: 16.27% (bottom quartile).
Point 7	1Y return: 7.23% (top quartile).	1Y return: 0.20% (lower mid).	1Y return: 4.28% (upper mid).	1Y return: -2.28% (bottom quartile).	1Y return: -0.96% (bottom quartile).
Point 8	Alpha: 6.66 (top quartile).	Alpha: -1.04 (lower mid).	Alpha: 2.21 (upper mid).	Alpha: -5.51 (bottom quartile).	Alpha: -3.74 (bottom quartile).
Point 9	Sharpe: 0.14 (top quartile).	Sharpe: -0.26 (lower mid).	Sharpe: -0.08 (upper mid).	Sharpe: -0.48 (bottom quartile).	Sharpe: -0.47 (bottom quartile).
Point 10	Information ratio: 0.75 (lower mid).	Information ratio: 1.30 (upper mid).	Information ratio: 1.34 (top quartile).	Information ratio: 0.30 (bottom quartile).	Information ratio: 0.46 (bottom quartile).

Aditya Birla Sun Life Pure Value Fund

Bottom quartile AUM (₹6,530 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.15% (bottom quartile).
3Y return: 18.53% (top quartile).
1Y return: 7.23% (top quartile).
Alpha: 6.66 (top quartile).
Sharpe: 0.14 (top quartile).
Information ratio: 0.75 (lower mid).

Nippon India Value Fund

Upper mid AUM (₹8,821 Cr).
Established history (21+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.94% (upper mid).
3Y return: 18.36% (upper mid).
1Y return: 0.20% (lower mid).
Alpha: -1.04 (lower mid).
Sharpe: -0.26 (lower mid).
Information ratio: 1.30 (upper mid).

HDFC Capital Builder Value Fund

Lower mid AUM (₹7,314 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.07% (bottom quartile).
3Y return: 17.75% (lower mid).
1Y return: 4.28% (upper mid).
Alpha: 2.21 (upper mid).
Sharpe: -0.08 (upper mid).
Information ratio: 1.34 (top quartile).

JM Value Fund

Bottom quartile AUM (₹805 Cr).
Established history (29+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.92% (lower mid).
3Y return: 16.46% (bottom quartile).
1Y return: -2.28% (bottom quartile).
Alpha: -5.51 (bottom quartile).
Sharpe: -0.48 (bottom quartile).
Information ratio: 0.30 (bottom quartile).

ICICI Prudential Value Discovery Fund

Highest AUM (₹58,954 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.66% (top quartile).
3Y return: 16.27% (bottom quartile).
1Y return: -0.96% (bottom quartile).
Alpha: -3.74 (bottom quartile).
Sharpe: -0.47 (bottom quartile).
Information ratio: 0.46 (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।