एसआईपी 2022 - 2023 के लिए भारत में सर्वश्रेष्ठ म्यूचुअल फंड

Updated on August 5, 2026 , 25487 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-

Ready to Invest?
Talk to our investment specialist

कार ख़रीदना
घर ख़रीदना
शादी
बच्चे की शिक्षा
अंतरराष्ट्रीय यात्रा के लिए बचत करें
निवृत्ति
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	₹73.17 ↓ -0.35	₹1,847	100	5.8	4.6	7.7	14.1	11.9	5.5
Bandhan Large Cap Fund Growth	₹79.994 ↓ -0.18	₹2,061	100	3.7	1.4	5.3	13.3	11.5	8.2
Nippon India Large Cap Fund Growth	₹91.3445 ↓ -0.19	₹53,227	100	1.3	-1.5	2	12.6	14.7	9.2
ICICI Prudential Bluechip Fund Growth	₹110.32 ↓ -0.22	₹79,421	100	1.7	-3.1	1.2	12.6	12.7	11.3
BNP Paribas Large Cap Fund Growth	₹224.956 ↓ -0.28	₹2,571	300	1.8	0.3	4	12.1	11.3	4.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Invesco India Largecap Fund	Bandhan Large Cap Fund	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	BNP Paribas Large Cap Fund
Point 1	Bottom quartile AUM (₹1,847 Cr).	Bottom quartile AUM (₹2,061 Cr).	Upper mid AUM (₹53,227 Cr).	Highest AUM (₹79,421 Cr).	Lower mid AUM (₹2,571 Cr).
Point 2	Established history (16+ yrs).	Established history (20+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (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: 11.89% (lower mid).	5Y return: 11.50% (bottom quartile).	5Y return: 14.70% (top quartile).	5Y return: 12.75% (upper mid).	5Y return: 11.33% (bottom quartile).
Point 6	3Y return: 14.14% (top quartile).	3Y return: 13.34% (upper mid).	3Y return: 12.56% (lower mid).	3Y return: 12.56% (bottom quartile).	3Y return: 12.15% (bottom quartile).
Point 7	1Y return: 7.70% (top quartile).	1Y return: 5.30% (upper mid).	1Y return: 2.04% (bottom quartile).	1Y return: 1.16% (bottom quartile).	1Y return: 4.03% (lower mid).
Point 8	Alpha: 3.75 (top quartile).	Alpha: 2.34 (upper mid).	Alpha: 1.07 (lower mid).	Alpha: -1.21 (bottom quartile).	Alpha: -0.07 (bottom quartile).
Point 9	Sharpe: -0.25 (top quartile).	Sharpe: -0.35 (upper mid).	Sharpe: -0.43 (lower mid).	Sharpe: -0.55 (bottom quartile).	Sharpe: -0.47 (bottom quartile).
Point 10	Information ratio: 0.82 (lower mid).	Information ratio: 0.63 (bottom quartile).	Information ratio: 0.98 (top quartile).	Information ratio: 0.85 (upper mid).	Information ratio: 0.51 (bottom quartile).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,847 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.89% (lower mid).
3Y return: 14.14% (top quartile).
1Y return: 7.70% (top quartile).
Alpha: 3.75 (top quartile).
Sharpe: -0.25 (top quartile).
Information ratio: 0.82 (lower mid).

Bandhan Large Cap Fund

Bottom quartile AUM (₹2,061 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.50% (bottom quartile).
3Y return: 13.34% (upper mid).
1Y return: 5.30% (upper mid).
Alpha: 2.34 (upper mid).
Sharpe: -0.35 (upper mid).
Information ratio: 0.63 (bottom quartile).

Nippon India Large Cap Fund

Upper mid AUM (₹53,227 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.70% (top quartile).
3Y return: 12.56% (lower mid).
1Y return: 2.04% (bottom quartile).
Alpha: 1.07 (lower mid).
Sharpe: -0.43 (lower mid).
Information ratio: 0.98 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹79,421 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.75% (upper mid).
3Y return: 12.56% (bottom quartile).
1Y return: 1.16% (bottom quartile).
Alpha: -1.21 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: 0.85 (upper mid).

BNP Paribas Large Cap Fund

Lower mid AUM (₹2,571 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.33% (bottom quartile).
3Y return: 12.15% (bottom quartile).
1Y return: 4.03% (lower mid).
Alpha: -0.07 (bottom quartile).
Sharpe: -0.47 (bottom quartile).
Information ratio: 0.51 (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	₹39.89 ↑ 0.42	₹1,229	1,000	9.9	21.2	27.6	21.6	15.1	3.5
Motilal Oswal Multicap 35 Fund Growth	₹63.6137 ↑ 0.44	₹13,294	500	11.2	8.4	3	19.5	12.8	-5.6
Mahindra Badhat Yojana Growth	₹39.2101 ↑ 0.12	₹6,926	500	5.3	10.3	12.7	17.6	15.4	3.4
ICICI Prudential Multicap Fund Growth	₹876.35 ↑ 1.15	₹18,194	100	3.5	9.6	12	17.4	15.6	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 7 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 (₹1,229 Cr).	Upper mid AUM (₹13,294 Cr).	Lower mid AUM (₹6,926 Cr).	Highest AUM (₹18,194 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: 15.11% (lower mid).	5Y return: 12.80% (bottom quartile).	5Y return: 15.45% (upper mid).	5Y return: 15.59% (top quartile).	5Y return: 13.57% (bottom quartile).
Point 6	3Y return: 21.61% (top quartile).	3Y return: 19.49% (upper mid).	3Y return: 17.57% (lower mid).	3Y return: 17.39% (bottom quartile).	3Y return: 17.28% (bottom quartile).
Point 7	1Y return: 27.57% (top quartile).	1Y return: 2.97% (bottom quartile).	1Y return: 12.69% (lower mid).	1Y return: 12.05% (bottom quartile).	1Y return: 19.34% (upper mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: -7.36 (bottom quartile).	Alpha: 4.46 (upper mid).	Alpha: 6.49 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.54 (upper mid).	Sharpe: -0.74 (bottom quartile).	Sharpe: 0.01 (bottom quartile).	Sharpe: 0.09 (lower mid).	Sharpe: 2.86 (top quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.53 (lower mid).	Information ratio: 0.64 (top quartile).	Information ratio: 0.61 (upper mid).	Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

Bottom quartile AUM (₹1,229 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 15.11% (lower mid).
3Y return: 21.61% (top quartile).
1Y return: 27.57% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.54 (upper mid).
Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Upper mid AUM (₹13,294 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.80% (bottom quartile).
3Y return: 19.49% (upper mid).
1Y return: 2.97% (bottom quartile).
Alpha: -7.36 (bottom quartile).
Sharpe: -0.74 (bottom quartile).
Information ratio: 0.53 (lower mid).

Mahindra Badhat Yojana

Lower mid AUM (₹6,926 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.45% (upper mid).
3Y return: 17.57% (lower mid).
1Y return: 12.69% (lower mid).
Alpha: 4.46 (upper mid).
Sharpe: 0.01 (bottom quartile).
Information ratio: 0.64 (top quartile).

ICICI Prudential Multicap Fund

Highest AUM (₹18,194 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.59% (top quartile).
3Y return: 17.39% (bottom quartile).
1Y return: 12.05% (bottom quartile).
Alpha: 6.49 (top quartile).
Sharpe: 0.09 (lower mid).
Information ratio: 0.61 (upper 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	₹344.02 ↑ 0.78	₹7,846	100	0.8	8.5	16.8	23.1	17.5	11.1
BNP Paribas Mid Cap Fund Growth	₹113.018 ↑ 0.21	₹2,513	300	1.9	7.5	14.3	18.1	15	2.5
Aditya Birla Sun Life Midcap Fund Growth	₹856.94 ↑ 1.11	₹6,624	1,000	4.2	8.9	10.5	17.2	14.7	4.4
TATA Mid Cap Growth Fund Growth	₹466.207 ↑ 1.19	₹5,868	150	2.5	5.4	10.3	16.2	15.1	5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 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 (₹7,846 Cr).	Bottom quartile AUM (₹2,513 Cr).	Upper mid AUM (₹6,624 Cr).	Lower mid AUM (₹5,868 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: 17.48% (top quartile).	5Y return: 14.99% (lower mid).	5Y return: 14.73% (bottom quartile).	5Y return: 15.08% (upper mid).
Point 6	3Y return: 23.08% (top quartile).	3Y return: 18.12% (upper mid).	3Y return: 17.22% (lower mid).	3Y return: 16.24% (bottom quartile).
Point 7	1Y return: 16.80% (top quartile).	1Y return: 14.34% (upper mid).	1Y return: 10.49% (lower mid).	1Y return: 10.32% (bottom quartile).
Point 8	Alpha: 6.02 (top quartile).	Alpha: 3.32 (upper mid).	Alpha: -0.17 (lower mid).	Alpha: -0.52 (bottom quartile).
Point 9	Sharpe: 0.32 (top quartile).	Sharpe: 0.22 (upper mid).	Sharpe: 0.01 (lower mid).	Sharpe: -0.01 (bottom quartile).
Point 10	Information ratio: 0.87 (top quartile).	Information ratio: -0.21 (upper mid).	Information ratio: -0.44 (lower mid).	Information ratio: -0.66 (bottom quartile).

ICICI Prudential MidCap Fund

Highest AUM (₹7,846 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.48% (top quartile).
3Y return: 23.08% (top quartile).
1Y return: 16.80% (top quartile).
Alpha: 6.02 (top quartile).
Sharpe: 0.32 (top quartile).
Information ratio: 0.87 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,513 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 14.99% (lower mid).
3Y return: 18.12% (upper mid).
1Y return: 14.34% (upper mid).
Alpha: 3.32 (upper mid).
Sharpe: 0.22 (upper mid).
Information ratio: -0.21 (upper mid).

Aditya Birla Sun Life Midcap Fund

Upper mid AUM (₹6,624 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.73% (bottom quartile).
3Y return: 17.22% (lower mid).
1Y return: 10.49% (lower mid).
Alpha: -0.17 (lower mid).
Sharpe: 0.01 (lower mid).
Information ratio: -0.44 (lower mid).

TATA Mid Cap Growth Fund

Lower mid AUM (₹5,868 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.08% (upper mid).
3Y return: 16.24% (bottom quartile).
1Y return: 10.32% (bottom quartile).
Alpha: -0.52 (bottom quartile).
Sharpe: -0.01 (bottom quartile).
Information ratio: -0.66 (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 (%)
Sundaram Small Cap Fund Growth	₹297.081 ↑ 1.02	₹3,872	100	6.4	16.4	18.3	18.1	16.7	0.4
IDBI Small Cap Fund Growth	₹34.326 ↑ 0.01	₹743	500	6.1	20.5	15.8	18	17.6	-13.4
DSP Small Cap Fund Growth	₹226.123 ↑ 0.00	₹19,635	500	8.2	18.2	17.3	17.5	17	-2.8
Nippon India Small Cap Fund Growth	₹184.442 ↑ 0.18	₹78,407	100	4.7	14.3	10.8	16.8	19	-4.7
Aditya Birla Sun Life Small Cap Fund Growth	₹99.3187 ↑ 0.10	₹5,731	1,000	7.8	18	18.5	16	13.2	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Small Cap Fund	IDBI Small Cap Fund	DSP Small Cap Fund	Nippon India Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Bottom quartile AUM (₹3,872 Cr).	Bottom quartile AUM (₹743 Cr).	Upper mid AUM (₹19,635 Cr).	Highest AUM (₹78,407 Cr).	Lower mid AUM (₹5,731 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (9+ yrs).	Established history (19+ yrs).	Established history (15+ yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (bottom quartile).	Not Rated.	Rating: 4★ (upper mid).	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: 16.72% (bottom quartile).	5Y return: 17.59% (upper mid).	5Y return: 17.03% (lower mid).	5Y return: 19.05% (top quartile).	5Y return: 13.17% (bottom quartile).
Point 6	3Y return: 18.15% (top quartile).	3Y return: 18.00% (upper mid).	3Y return: 17.49% (lower mid).	3Y return: 16.85% (bottom quartile).	3Y return: 16.02% (bottom quartile).
Point 7	1Y return: 18.28% (upper mid).	1Y return: 15.77% (bottom quartile).	1Y return: 17.33% (lower mid).	1Y return: 10.79% (bottom quartile).	1Y return: 18.51% (top quartile).
Point 8	Alpha: 8.89 (upper mid).	Alpha: 9.18 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 3.21 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.25 (upper mid).	Sharpe: 0.27 (top quartile).	Sharpe: 0.19 (bottom quartile).	Sharpe: 0.02 (bottom quartile).	Sharpe: 0.22 (lower mid).
Point 10	Information ratio: -0.17 (lower mid).	Information ratio: -0.23 (bottom quartile).	Information ratio: 0.00 (top quartile).	Information ratio: -0.27 (bottom quartile).	Information ratio: 0.00 (upper mid).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,872 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.72% (bottom quartile).
3Y return: 18.15% (top quartile).
1Y return: 18.28% (upper mid).
Alpha: 8.89 (upper mid).
Sharpe: 0.25 (upper mid).
Information ratio: -0.17 (lower mid).

IDBI Small Cap Fund

Bottom quartile AUM (₹743 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.59% (upper mid).
3Y return: 18.00% (upper mid).
1Y return: 15.77% (bottom quartile).
Alpha: 9.18 (top quartile).
Sharpe: 0.27 (top quartile).
Information ratio: -0.23 (bottom quartile).

DSP Small Cap Fund

Upper mid AUM (₹19,635 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.03% (lower mid).
3Y return: 17.49% (lower mid).
1Y return: 17.33% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.19 (bottom quartile).
Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

Highest AUM (₹78,407 Cr).
Established history (15+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.05% (top quartile).
3Y return: 16.85% (bottom quartile).
1Y return: 10.79% (bottom quartile).
Alpha: 3.21 (lower mid).
Sharpe: 0.02 (bottom quartile).
Information ratio: -0.27 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹5,731 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.17% (bottom quartile).
3Y return: 16.02% (bottom quartile).
1Y return: 18.51% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.22 (lower 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 (%)	2025 (%)
Motilal Oswal Long Term Equity Fund Growth	₹55.8856 ↓ -0.22	₹4,862	500	1.6	13.9	9.1	21.5	16.6	-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
JM Tax Gain Fund Growth	₹52.9596 ↑ 0.08	₹232	500	7.8	9.9	12.1	16.8	15	2.5
Baroda Pioneer ELSS 96 Growth	₹68.6676 ↑ 0.33	₹210	500	-6.1	-3.5	17.6	16.7	11.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 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	JM Tax Gain Fund	Baroda Pioneer ELSS 96
Point 1	Highest AUM (₹4,862 Cr).	Lower mid AUM (₹485 Cr).	Upper mid AUM (₹1,318 Cr).	Bottom quartile AUM (₹232 Cr).	Bottom quartile AUM (₹210 Cr).
Point 2	Established history (11+ yrs).	Established history (12+ yrs).	Oldest track record among peers (25 yrs).	Established history (18+ yrs).	Established history (11+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	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: 16.56% (upper mid).	5Y return: 9.97% (bottom quartile).	5Y return: 17.39% (top quartile).	5Y return: 14.96% (lower mid).	5Y return: 11.62% (bottom quartile).
Point 6	3Y return: 21.49% (top quartile).	3Y return: 20.84% (upper mid).	3Y return: 20.64% (lower mid).	3Y return: 16.80% (bottom quartile).	3Y return: 16.70% (bottom quartile).
Point 7	1Y return: 9.12% (bottom quartile).	1Y return: 16.92% (lower mid).	1Y return: 35.51% (top quartile).	1Y return: 12.11% (bottom quartile).	1Y return: 17.56% (upper mid).
Point 8	Alpha: 6.27 (top quartile).	Alpha: 1.78 (bottom quartile).	Alpha: 1.75 (bottom quartile).	Alpha: 4.31 (lower mid).	Alpha: 5.69 (upper mid).
Point 9	Sharpe: 0.02 (bottom quartile).	Sharpe: 1.21 (lower mid).	Sharpe: 2.27 (upper mid).	Sharpe: -0.11 (bottom quartile).	Sharpe: 2.51 (top quartile).
Point 10	Information ratio: 0.76 (top quartile).	Information ratio: -1.13 (bottom quartile).	Information ratio: -0.15 (bottom quartile).	Information ratio: 0.50 (upper mid).	Information ratio: -0.09 (lower mid).

Motilal Oswal Long Term Equity Fund

Highest AUM (₹4,862 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.56% (upper mid).
3Y return: 21.49% (top quartile).
1Y return: 9.12% (bottom quartile).
Alpha: 6.27 (top quartile).
Sharpe: 0.02 (bottom quartile).
Information ratio: 0.76 (top quartile).

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).

JM Tax Gain Fund

Bottom quartile AUM (₹232 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.96% (lower mid).
3Y return: 16.80% (bottom quartile).
1Y return: 12.11% (bottom quartile).
Alpha: 4.31 (lower mid).
Sharpe: -0.11 (bottom quartile).
Information ratio: 0.50 (upper mid).

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 (upper mid).
Sharpe: 2.51 (top quartile).
Information ratio: -0.09 (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 (%)	2025 (%)
DSP Natural Resources and New Energy Fund Growth	₹108.262 ↓ -0.30	₹2,401	500	-3.6	1.2	23.2	20.3	15.4	17.5
BOI AXA Manufacturing and Infrastructure Fund Growth	₹67.45 ↑ 0.01	₹837	1,000	5	13.9	22.1	23	20.6	7.8
SBI Healthcare Opportunities Fund Growth	₹518.614 ↑ 0.97	₹4,998	500	13.8	26.1	21.4	23	17.1	-3.5
SBI Magnum Global Fund Growth	₹417.147 ↑ 2.00	₹6,290	500	9.3	18.7	18.5	8.4	9.4	-5.6
DSP India T.I.G.E.R Fund Growth	₹364.802 ↑ 1.07	₹6,264	500	3.3	15.5	18.3	22.2	21.9	-2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 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 (₹2,401 Cr).	Bottom quartile AUM (₹837 Cr).	Lower mid AUM (₹4,998 Cr).	Highest AUM (₹6,290 Cr).	Upper mid AUM (₹6,264 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: 15.36% (bottom quartile).	5Y return: 20.58% (upper mid).	5Y return: 17.15% (lower mid).	5Y return: 9.36% (bottom quartile).	5Y return: 21.94% (top quartile).
Point 6	3Y return: 20.29% (bottom quartile).	3Y return: 23.03% (top quartile).	3Y return: 23.02% (upper mid).	3Y return: 8.40% (bottom quartile).	3Y return: 22.19% (lower mid).
Point 7	1Y return: 23.21% (top quartile).	1Y return: 22.13% (upper mid).	1Y return: 21.40% (lower mid).	1Y return: 18.48% (bottom quartile).	1Y return: 18.30% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 2.23 (top quartile).	Alpha: -4.64 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.72 (top quartile).	Sharpe: 0.53 (lower mid).	Sharpe: 0.59 (upper mid).	Sharpe: 0.15 (bottom quartile).	Sharpe: 0.44 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.17 (bottom quartile).	Information ratio: -0.82 (bottom quartile).	Information ratio: 0.00 (lower mid).

DSP Natural Resources and New Energy Fund

Bottom quartile AUM (₹2,401 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.36% (bottom quartile).
3Y return: 20.29% (bottom quartile).
1Y return: 23.21% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.72 (top quartile).
Information ratio: 0.00 (top quartile).

BOI AXA Manufacturing and Infrastructure Fund

Bottom quartile AUM (₹837 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: High.
5Y return: 20.58% (upper mid).
3Y return: 23.03% (top quartile).
1Y return: 22.13% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.53 (lower mid).
Information ratio: 0.00 (upper mid).

SBI Healthcare Opportunities Fund

Lower mid AUM (₹4,998 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 17.15% (lower mid).
3Y return: 23.02% (upper mid).
1Y return: 21.40% (lower mid).
Alpha: 2.23 (top quartile).
Sharpe: 0.59 (upper mid).
Information ratio: -0.17 (bottom quartile).

SBI Magnum Global Fund

Highest AUM (₹6,290 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.36% (bottom quartile).
3Y return: 8.40% (bottom quartile).
1Y return: 18.48% (bottom quartile).
Alpha: -4.64 (bottom quartile).
Sharpe: 0.15 (bottom quartile).
Information ratio: -0.82 (bottom quartile).

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

Upper mid AUM (₹6,264 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 21.94% (top quartile).
3Y return: 22.19% (lower mid).
1Y return: 18.30% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.44 (bottom quartile).
Information ratio: 0.00 (lower mid).

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	₹96.8 ↓ -0.50	₹17,012	100	4.8	0.2	6.7	17.4	16	15.4
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	100	-5	8.5	24.5	17	17.3
HDFC Focused 30 Fund Growth	₹236.973 ↓ -0.38	₹27,303	300	4.3	-0.7	4.4	16.4	18.3	10.9
SBI Focused Equity Fund Growth	₹400.931 ↓ -4.35	₹47,274	500	2.6	6.7	15.8	16	12.9	15.7
DSP Focus Fund Growth	₹56.274 ↓ -0.06	₹2,601	500	5	1.7	5.4	14.3	10.7	7.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Focused Equity Fund	Sundaram Select Focus Fund	HDFC Focused 30 Fund	SBI Focused Equity Fund	DSP Focus Fund
Point 1	Lower mid AUM (₹17,012 Cr).	Bottom quartile AUM (₹1,354 Cr).	Upper mid AUM (₹27,303 Cr).	Highest AUM (₹47,274 Cr).	Bottom quartile AUM (₹2,601 Cr).
Point 2	Established history (17+ yrs).	Oldest track record among peers (24 yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (16+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	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: 16.01% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 18.30% (top quartile).	5Y return: 12.88% (bottom quartile).	5Y return: 10.72% (bottom quartile).
Point 6	3Y return: 17.43% (top quartile).	3Y return: 17.03% (upper mid).	3Y return: 16.39% (lower mid).	3Y return: 15.99% (bottom quartile).	3Y return: 14.27% (bottom quartile).
Point 7	1Y return: 6.74% (lower mid).	1Y return: 24.49% (top quartile).	1Y return: 4.43% (bottom quartile).	1Y return: 15.76% (upper mid).	1Y return: 5.41% (bottom quartile).
Point 8	Alpha: 2.26 (upper mid).	Alpha: -5.62 (bottom quartile).	Alpha: -0.27 (bottom quartile).	Alpha: 10.04 (top quartile).	Alpha: 0.68 (lower mid).
Point 9	Sharpe: -0.20 (lower mid).	Sharpe: 1.85 (top quartile).	Sharpe: -0.32 (bottom quartile).	Sharpe: 0.18 (upper mid).	Sharpe: -0.27 (bottom quartile).
Point 10	Information ratio: 1.27 (top quartile).	Information ratio: -0.52 (bottom quartile).	Information ratio: 0.67 (upper mid).	Information ratio: 0.49 (lower mid).	Information ratio: 0.39 (bottom quartile).

ICICI Prudential Focused Equity Fund

Lower mid AUM (₹17,012 Cr).
Established history (17+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.01% (lower mid).
3Y return: 17.43% (top quartile).
1Y return: 6.74% (lower mid).
Alpha: 2.26 (upper mid).
Sharpe: -0.20 (lower mid).
Information ratio: 1.27 (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% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

HDFC Focused 30 Fund

Upper mid AUM (₹27,303 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.30% (top quartile).
3Y return: 16.39% (lower mid).
1Y return: 4.43% (bottom quartile).
Alpha: -0.27 (bottom quartile).
Sharpe: -0.32 (bottom quartile).
Information ratio: 0.67 (upper mid).

SBI Focused Equity Fund

Highest AUM (₹47,274 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.88% (bottom quartile).
3Y return: 15.99% (bottom quartile).
1Y return: 15.76% (upper mid).
Alpha: 10.04 (top quartile).
Sharpe: 0.18 (upper mid).
Information ratio: 0.49 (lower mid).

DSP Focus Fund

Bottom quartile AUM (₹2,601 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.72% (bottom quartile).
3Y return: 14.27% (bottom quartile).
1Y return: 5.41% (bottom quartile).
Alpha: 0.68 (lower mid).
Sharpe: -0.27 (bottom quartile).
Information ratio: 0.39 (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	₹801.783 ↓ -0.47	₹7,583	300	5.8	4.9	10.1	16.9	14.7	8.6
Aditya Birla Sun Life Pure Value Fund Growth	₹138.066 ↓ -0.10	₹6,603	1,000	4.1	8.4	15.3	16.2	14.2	2.6
Nippon India Value Fund Growth	₹228.304 ↓ -0.49	₹8,962	100	-0.2	-0.3	3.2	16	14.7	4.2
UTI Value Opportunities Fund Growth	₹168.838 ↑ 0.26	₹9,440	500	2.1	-1.3	1.9	13.8	12	7
ICICI Prudential Value Discovery Fund Growth	₹468.54 ↓ -0.90	₹60,198	100	0.3	-4.6	1.2	13.7	15.8	13.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 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	UTI Value Opportunities Fund	ICICI Prudential Value Discovery Fund
Point 1	Bottom quartile AUM (₹7,583 Cr).	Bottom quartile AUM (₹6,603 Cr).	Lower mid AUM (₹8,962 Cr).	Upper mid AUM (₹9,440 Cr).	Highest AUM (₹60,198 Cr).
Point 2	Oldest track record among peers (32 yrs).	Established history (18+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Not Rated.	Rating: 1★ (bottom quartile).	Rating: 2★ (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: 14.68% (lower mid).	5Y return: 14.25% (bottom quartile).	5Y return: 14.70% (upper mid).	5Y return: 12.02% (bottom quartile).	5Y return: 15.76% (top quartile).
Point 6	3Y return: 16.87% (top quartile).	3Y return: 16.23% (upper mid).	3Y return: 16.05% (lower mid).	3Y return: 13.78% (bottom quartile).	3Y return: 13.72% (bottom quartile).
Point 7	1Y return: 10.08% (upper mid).	1Y return: 15.31% (top quartile).	1Y return: 3.17% (lower mid).	1Y return: 1.88% (bottom quartile).	1Y return: 1.24% (bottom quartile).
Point 8	Alpha: 3.42 (upper mid).	Alpha: 6.28 (top quartile).	Alpha: -0.61 (lower mid).	Alpha: -3.38 (bottom quartile).	Alpha: -3.68 (bottom quartile).
Point 9	Sharpe: -0.13 (upper mid).	Sharpe: 0.01 (top quartile).	Sharpe: -0.36 (lower mid).	Sharpe: -0.53 (bottom quartile).	Sharpe: -0.58 (bottom quartile).
Point 10	Information ratio: 1.47 (top quartile).	Information ratio: 0.70 (lower mid).	Information ratio: 1.12 (upper mid).	Information ratio: 0.27 (bottom quartile).	Information ratio: 0.38 (bottom quartile).

HDFC Capital Builder Value Fund

Bottom quartile AUM (₹7,583 Cr).
Oldest track record among peers (32 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.68% (lower mid).
3Y return: 16.87% (top quartile).
1Y return: 10.08% (upper mid).
Alpha: 3.42 (upper mid).
Sharpe: -0.13 (upper mid).
Information ratio: 1.47 (top quartile).

Aditya Birla Sun Life Pure Value Fund

Bottom quartile AUM (₹6,603 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.25% (bottom quartile).
3Y return: 16.23% (upper mid).
1Y return: 15.31% (top quartile).
Alpha: 6.28 (top quartile).
Sharpe: 0.01 (top quartile).
Information ratio: 0.70 (lower mid).

Nippon India Value Fund

Lower mid AUM (₹8,962 Cr).
Established history (21+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.70% (upper mid).
3Y return: 16.05% (lower mid).
1Y return: 3.17% (lower mid).
Alpha: -0.61 (lower mid).
Sharpe: -0.36 (lower mid).
Information ratio: 1.12 (upper mid).

UTI Value Opportunities Fund

Upper mid AUM (₹9,440 Cr).
Established history (21+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.02% (bottom quartile).
3Y return: 13.78% (bottom quartile).
1Y return: 1.88% (bottom quartile).
Alpha: -3.38 (bottom quartile).
Sharpe: -0.53 (bottom quartile).
Information ratio: 0.27 (bottom quartile).

ICICI Prudential Value Discovery Fund

Highest AUM (₹60,198 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.76% (top quartile).
3Y return: 13.72% (bottom quartile).
1Y return: 1.24% (bottom quartile).
Alpha: -3.68 (bottom quartile).
Sharpe: -0.58 (bottom quartile).
Information ratio: 0.38 (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।

सर्वश्रेष्ठ म्यूचुअल फंड में निवेश कैसे करें?

Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

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।