SOLUTIONS
EXPLORE FUNDS
 CALCULATORS
fincash number+91-22-48913909Dashboard

फिनकैश »म्यूचुअल फंड्स »एसआईपी के लिए सर्वश्रेष्ठ म्युचुअल फंड

एसआईपी 2022 - 2023 के लिए भारत में सर्वश्रेष्ठ म्यूचुअल फंड

Updated on October 11, 2026 , 25670 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
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

  • 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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
Invesco India Largecap Fund Growth ₹68.91
↑ 0.86 		₹2,021 100 -3.72.7-2.211.38.55.5
Bandhan Large Cap Fund Growth ₹74.69
↑ 0.91 		₹2,145 100 -4.70-4.610.47.88.2
Nippon India Large Cap Fund Growth ₹85.1762
↑ 1.23 		₹54,134 100 -5.4-2.6-7.58.810.39.2
DSP TOP 100 Equity Growth ₹433.487
↑ 5.28 		₹7,101 500 -6-4-98.87.48.4
ICICI Prudential Bluechip Fund Growth ₹102.39
↑ 1.18 		₹80,206 100 -6-3.9-8.48.88.911.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Oct 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Largecap FundBandhan Large Cap FundNippon India Large Cap FundDSP TOP 100 EquityICICI Prudential Bluechip Fund
Point 1Bottom quartile AUM (₹2,021 Cr).Bottom quartile AUM (₹2,145 Cr).Upper mid AUM (₹54,134 Cr).Lower mid AUM (₹7,101 Cr).Highest AUM (₹80,206 Cr).
Point 2Established history (17+ yrs).Established history (20+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).Established history (18+ yrs).
Point 3Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Top rated.Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 8.46% (lower mid).5Y return: 7.76% (bottom quartile).5Y return: 10.33% (top quartile).5Y return: 7.41% (bottom quartile).5Y return: 8.94% (upper mid).
Point 63Y return: 11.33% (top quartile).3Y return: 10.38% (upper mid).3Y return: 8.82% (lower mid).3Y return: 8.81% (bottom quartile).3Y return: 8.78% (bottom quartile).
Point 71Y return: -2.21% (top quartile).1Y return: -4.57% (upper mid).1Y return: -7.54% (lower mid).1Y return: -9.00% (bottom quartile).1Y return: -8.35% (bottom quartile).
Point 8Alpha: 6.54 (top quartile).Alpha: 2.93 (upper mid).Alpha: -1.78 (lower mid).Alpha: -3.61 (bottom quartile).Alpha: -2.61 (bottom quartile).
Point 9Sharpe: 0.25 (top quartile).Sharpe: 0.05 (upper mid).Sharpe: -0.24 (lower mid).Sharpe: -0.38 (bottom quartile).Sharpe: -0.30 (bottom quartile).
Point 10Information ratio: 0.98 (top quartile).Information ratio: 0.90 (upper mid).Information ratio: 0.46 (bottom quartile).Information ratio: 0.13 (bottom quartile).Information ratio: 0.51 (lower mid).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹2,021 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.46% (lower mid).
  • 3Y return: 11.33% (top quartile).
  • 1Y return: -2.21% (top quartile).
  • Alpha: 6.54 (top quartile).
  • Sharpe: 0.25 (top quartile).
  • Information ratio: 0.98 (top quartile).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,145 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 7.76% (bottom quartile).
  • 3Y return: 10.38% (upper mid).
  • 1Y return: -4.57% (upper mid).
  • Alpha: 2.93 (upper mid).
  • Sharpe: 0.05 (upper mid).
  • Information ratio: 0.90 (upper mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹54,134 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.33% (top quartile).
  • 3Y return: 8.82% (lower mid).
  • 1Y return: -7.54% (lower mid).
  • Alpha: -1.78 (lower mid).
  • Sharpe: -0.24 (lower mid).
  • Information ratio: 0.46 (bottom quartile).

DSP TOP 100 Equity

  • Lower mid AUM (₹7,101 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 7.41% (bottom quartile).
  • 3Y return: 8.81% (bottom quartile).
  • 1Y return: -9.00% (bottom quartile).
  • Alpha: -3.61 (bottom quartile).
  • Sharpe: -0.38 (bottom quartile).
  • Information ratio: 0.13 (bottom quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹80,206 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.94% (upper mid).
  • 3Y return: 8.78% (bottom quartile).
  • 1Y return: -8.35% (bottom quartile).
  • Alpha: -2.61 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.51 (lower mid).

SIP के लिए बेस्ट मल्टी कैप फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.35
↑ 0.09 		₹1,402 1,000 2.514.217.418.712.63.5
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 		₹588 300 -4.6-2.619.317.313.6
Motilal Oswal Multicap 35 Fund Growth ₹62.4483
↑ 0.33 		₹14,160 500 4.113.10.216.511.5-5.6
Mahindra Badhat Yojana Growth ₹38.0557
↑ 0.33 		₹7,662 500 -0.79.27.314.512.13.4
Aditya Birla Sun Life Equity Fund Growth ₹1,888.09
↑ 20.09 		₹29,044 100 -1.75.54.313.19.411.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Oct 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundBNP Paribas Multi Cap FundMotilal Oswal Multicap 35 FundMahindra Badhat YojanaAditya Birla Sun Life Equity Fund
Point 1Bottom quartile AUM (₹1,402 Cr).Bottom quartile AUM (₹588 Cr).Upper mid AUM (₹14,160 Cr).Lower mid AUM (₹7,662 Cr).Highest AUM (₹29,044 Cr).
Point 2Established history (11+ yrs).Established history (21+ yrs).Established history (12+ yrs).Established history (9+ yrs).Oldest track record among peers (28 yrs).
Point 3Not Rated.Rating: 4★ (upper mid).Top rated.Not Rated.Rating: 4★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 12.63% (upper mid).5Y return: 13.57% (top quartile).5Y return: 11.50% (bottom quartile).5Y return: 12.12% (lower mid).5Y return: 9.45% (bottom quartile).
Point 63Y return: 18.70% (top quartile).3Y return: 17.28% (upper mid).3Y return: 16.45% (lower mid).3Y return: 14.52% (bottom quartile).3Y return: 13.06% (bottom quartile).
Point 71Y return: 17.42% (upper mid).1Y return: 19.34% (top quartile).1Y return: 0.21% (bottom quartile).1Y return: 7.32% (lower mid).1Y return: 4.30% (bottom quartile).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 1.30 (lower mid).Alpha: 9.37 (top quartile).Alpha: 7.21 (upper mid).
Point 9Sharpe: 1.22 (upper mid).Sharpe: 2.86 (top quartile).Sharpe: 0.13 (bottom quartile).Sharpe: 0.72 (lower mid).Sharpe: 0.50 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.71 (upper mid).Information ratio: 0.71 (lower mid).Information ratio: 1.48 (top quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,402 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 12.63% (upper mid).
  • 3Y return: 18.70% (top quartile).
  • 1Y return: 17.42% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.22 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (top quartile).
  • 3Y return: 17.28% (upper mid).
  • 1Y return: 19.34% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.86 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹14,160 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.50% (bottom quartile).
  • 3Y return: 16.45% (lower mid).
  • 1Y return: 0.21% (bottom quartile).
  • Alpha: 1.30 (lower mid).
  • Sharpe: 0.13 (bottom quartile).
  • Information ratio: 0.71 (upper mid).

Mahindra Badhat Yojana

  • Lower mid AUM (₹7,662 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.12% (lower mid).
  • 3Y return: 14.52% (bottom quartile).
  • 1Y return: 7.32% (lower mid).
  • Alpha: 9.37 (top quartile).
  • Sharpe: 0.72 (lower mid).
  • Information ratio: 0.71 (lower mid).

Aditya Birla Sun Life Equity Fund

  • Highest AUM (₹29,044 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.45% (bottom quartile).
  • 3Y return: 13.06% (bottom quartile).
  • 1Y return: 4.30% (bottom quartile).
  • Alpha: 7.21 (upper mid).
  • Sharpe: 0.50 (bottom quartile).
  • Information ratio: 1.48 (top quartile).

SIP के लिए बेस्ट मिड कैप फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
ICICI Prudential MidCap Fund Growth ₹324.14
↑ 1.22 		₹8,403 100 -3.937.218.513.911.1
BNP Paribas Mid Cap Fund Growth ₹105.881
↑ 1.02 		₹2,658 300 -5.72.8413.611.52.5
Aditya Birla Sun Life Midcap Fund Growth ₹815.28
↑ 6.55 		₹6,966 1,000 -3.37.33.812.710.94.4
TATA Mid Cap Growth Fund Growth ₹436.823
↑ 3.81 		₹6,240 150 -6.21.6111.711.45.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Oct 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential MidCap FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap FundTATA Mid Cap Growth Fund
Point 1Highest AUM (₹8,403 Cr).Bottom quartile AUM (₹2,658 Cr).Upper mid AUM (₹6,966 Cr).Lower mid AUM (₹6,240 Cr).
Point 2Established history (21+ yrs).Established history (20+ yrs).Established history (24+ yrs).Oldest track record among peers (32 yrs).
Point 3Rating: 2★ (lower mid).Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 13.92% (top quartile).5Y return: 11.51% (upper mid).5Y return: 10.94% (bottom quartile).5Y return: 11.40% (lower mid).
Point 63Y return: 18.45% (top quartile).3Y return: 13.58% (upper mid).3Y return: 12.68% (lower mid).3Y return: 11.70% (bottom quartile).
Point 71Y return: 7.19% (top quartile).1Y return: 3.96% (upper mid).1Y return: 3.83% (lower mid).1Y return: 1.01% (bottom quartile).
Point 8Alpha: 6.99 (top quartile).Alpha: 2.09 (upper mid).Alpha: -0.53 (lower mid).Alpha: -1.08 (bottom quartile).
Point 9Sharpe: 0.84 (top quartile).Sharpe: 0.62 (upper mid).Sharpe: 0.46 (lower mid).Sharpe: 0.43 (bottom quartile).
Point 10Information ratio: 1.17 (top quartile).Information ratio: -0.14 (upper mid).Information ratio: -0.35 (lower mid).Information ratio: -0.64 (bottom quartile).

ICICI Prudential MidCap Fund

  • Highest AUM (₹8,403 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.92% (top quartile).
  • 3Y return: 18.45% (top quartile).
  • 1Y return: 7.19% (top quartile).
  • Alpha: 6.99 (top quartile).
  • Sharpe: 0.84 (top quartile).
  • Information ratio: 1.17 (top quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,658 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 11.51% (upper mid).
  • 3Y return: 13.58% (upper mid).
  • 1Y return: 3.96% (upper mid).
  • Alpha: 2.09 (upper mid).
  • Sharpe: 0.62 (upper mid).
  • Information ratio: -0.14 (upper mid).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,966 Cr).
  • Established history (24+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.94% (bottom quartile).
  • 3Y return: 12.68% (lower mid).
  • 1Y return: 3.83% (lower mid).
  • Alpha: -0.53 (lower mid).
  • Sharpe: 0.46 (lower mid).
  • Information ratio: -0.35 (lower mid).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹6,240 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.40% (lower mid).
  • 3Y return: 11.70% (bottom quartile).
  • 1Y return: 1.01% (bottom quartile).
  • Alpha: -1.08 (bottom quartile).
  • Sharpe: 0.43 (bottom quartile).
  • Information ratio: -0.64 (bottom quartile).

SIP के लिए बेस्ट स्मॉल कैप फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
IDBI Small Cap Fund Growth ₹34.5723
↑ 0.07 		₹832 500 2.120.613.415.614.7-13.4
DSP Small Cap Fund  Growth ₹225.738
↓ -0.09 		₹21,659 500 1.216.516.715.315.2-2.8
Sundaram Small Cap Fund Growth ₹290.069
↑ 1.68 		₹4,155 100 -1.315.111.814.113.60.4
Aditya Birla Sun Life Small Cap Fund Growth ₹98.3256
↑ 0.23 		₹6,226 1,000 2.118.615.913.511-3.7
Nippon India Small Cap Fund Growth ₹180.367
↑ 0.41 		₹82,580 100 -0.912.27.113.316.1-4.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Oct 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryIDBI Small Cap FundDSP Small Cap Fund Sundaram Small Cap FundAditya Birla Sun Life Small Cap FundNippon India Small Cap Fund
Point 1Bottom quartile AUM (₹832 Cr).Upper mid AUM (₹21,659 Cr).Bottom quartile AUM (₹4,155 Cr).Lower mid AUM (₹6,226 Cr).Highest AUM (₹82,580 Cr).
Point 2Established history (9+ yrs).Established history (19+ yrs).Oldest track record among peers (21 yrs).Established history (19+ yrs).Established history (16+ yrs).
Point 3Not Rated.Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Top rated.Rating: 4★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 14.71% (lower mid).5Y return: 15.23% (upper mid).5Y return: 13.62% (bottom quartile).5Y return: 10.98% (bottom quartile).5Y return: 16.09% (top quartile).
Point 63Y return: 15.61% (top quartile).3Y return: 15.34% (upper mid).3Y return: 14.09% (lower mid).3Y return: 13.48% (bottom quartile).3Y return: 13.26% (bottom quartile).
Point 71Y return: 13.40% (lower mid).1Y return: 16.72% (top quartile).1Y return: 11.78% (bottom quartile).1Y return: 15.93% (upper mid).1Y return: 7.14% (bottom quartile).
Point 8Alpha: 8.28 (upper mid).Alpha: 9.89 (top quartile).Alpha: 6.87 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 1.64 (bottom quartile).
Point 9Sharpe: 0.70 (lower mid).Sharpe: 0.71 (upper mid).Sharpe: 0.65 (bottom quartile).Sharpe: 0.84 (top quartile).Sharpe: 0.44 (bottom quartile).
Point 10Information ratio: 0.29 (upper mid).Information ratio: 0.47 (top quartile).Information ratio: 0.12 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.15 (bottom quartile).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹832 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.71% (lower mid).
  • 3Y return: 15.61% (top quartile).
  • 1Y return: 13.40% (lower mid).
  • Alpha: 8.28 (upper mid).
  • Sharpe: 0.70 (lower mid).
  • Information ratio: 0.29 (upper mid).

DSP Small Cap Fund 

  • Upper mid AUM (₹21,659 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.23% (upper mid).
  • 3Y return: 15.34% (upper mid).
  • 1Y return: 16.72% (top quartile).
  • Alpha: 9.89 (top quartile).
  • Sharpe: 0.71 (upper mid).
  • Information ratio: 0.47 (top quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹4,155 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.62% (bottom quartile).
  • 3Y return: 14.09% (lower mid).
  • 1Y return: 11.78% (bottom quartile).
  • Alpha: 6.87 (lower mid).
  • Sharpe: 0.65 (bottom quartile).
  • Information ratio: 0.12 (lower mid).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹6,226 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.98% (bottom quartile).
  • 3Y return: 13.48% (bottom quartile).
  • 1Y return: 15.93% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.84 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹82,580 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.09% (top quartile).
  • 3Y return: 13.26% (bottom quartile).
  • 1Y return: 7.14% (bottom quartile).
  • Alpha: 1.64 (bottom quartile).
  • Sharpe: 0.44 (bottom quartile).
  • Information ratio: -0.15 (bottom quartile).

एसआईपी के लिए सर्वश्रेष्ठ ईएलएसएस (टैक्स सेविंग म्यूचुअल फंड)

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹485 500 9.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 		₹1,318 500 1.215.435.520.617.4
Motilal Oswal Long Term Equity Fund Growth ₹56.187
↑ 0.13 		₹5,134 500 1.710.17.119.115.2-9.1
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 		₹210 500 -6.1-3.517.616.711.6
JM Tax Gain Fund Growth ₹51.0519
↑ 0.54 		₹242 500 0.212.12.913.911.22.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 5 Funds showcased

CommentaryIDBI Equity Advantage FundHDFC Long Term Advantage FundMotilal Oswal Long Term Equity FundBaroda Pioneer ELSS 96JM Tax Gain Fund
Point 1Lower mid AUM (₹485 Cr).Upper mid AUM (₹1,318 Cr).Highest AUM (₹5,134 Cr).Bottom quartile AUM (₹210 Cr).Bottom quartile AUM (₹242 Cr).
Point 2Established history (13+ yrs).Oldest track record among peers (25 yrs).Established history (11+ yrs).Established history (11+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Not Rated.Not Rated.Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 9.97% (bottom quartile).5Y return: 17.39% (top quartile).5Y return: 15.24% (upper mid).5Y return: 11.62% (lower mid).5Y return: 11.25% (bottom quartile).
Point 63Y return: 20.84% (top quartile).3Y return: 20.64% (upper mid).3Y return: 19.14% (lower mid).3Y return: 16.70% (bottom quartile).3Y return: 13.93% (bottom quartile).
Point 71Y return: 16.92% (lower mid).1Y return: 35.51% (top quartile).1Y return: 7.07% (bottom quartile).1Y return: 17.56% (upper mid).1Y return: 2.94% (bottom quartile).
Point 8Alpha: 1.78 (bottom quartile).Alpha: 1.75 (bottom quartile).Alpha: 11.90 (top quartile).Alpha: 5.69 (upper mid).Alpha: 5.40 (lower mid).
Point 9Sharpe: 1.21 (lower mid).Sharpe: 2.27 (upper mid).Sharpe: 0.62 (bottom quartile).Sharpe: 2.51 (top quartile).Sharpe: 0.22 (bottom quartile).
Point 10Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 0.76 (top quartile).Information ratio: -0.09 (lower mid).Information ratio: 0.70 (upper mid).

IDBI Equity Advantage Fund

  • Lower mid AUM (₹485 Cr).
  • Established history (13+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.97% (bottom quartile).
  • 3Y return: 20.84% (top quartile).
  • 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% (upper mid).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (upper mid).
  • Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Highest AUM (₹5,134 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.24% (upper mid).
  • 3Y return: 19.14% (lower mid).
  • 1Y return: 7.07% (bottom quartile).
  • Alpha: 11.90 (top quartile).
  • Sharpe: 0.62 (bottom quartile).
  • Information ratio: 0.76 (top quartile).

Baroda Pioneer ELSS 96

  • Bottom quartile AUM (₹210 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.62% (lower mid).
  • 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).

JM Tax Gain Fund

  • Bottom quartile AUM (₹242 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.25% (bottom quartile).
  • 3Y return: 13.93% (bottom quartile).
  • 1Y return: 2.94% (bottom quartile).
  • Alpha: 5.40 (lower mid).
  • Sharpe: 0.22 (bottom quartile).
  • Information ratio: 0.70 (upper mid).

एसआईपी के लिए बेस्ट सेक्टर फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
SBI Healthcare Opportunities Fund Growth ₹492.344
↓ -1.92 		₹5,796 500 -1.416.613.420.816.1-3.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹65.18
↑ 0.26 		₹949 1,000 -2.19.913.318.917.87.8
SBI Magnum Global Fund Growth ₹392.432
↓ -0.01 		₹6,718 500 0.111.711.75.36.4-5.6
Aditya Birla Sun Life Infrastructure Fund Growth ₹105.1
↑ 0.51 		₹1,251 1,000 -1.39.610.914.815.30.7
UTI Healthcare Fund Growth ₹323.664
↓ -1.23 		₹1,444 500 -2.115.810.620.513.5-3.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Oct 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Healthcare Opportunities FundBOI AXA Manufacturing and Infrastructure FundSBI Magnum Global FundAditya Birla Sun Life Infrastructure FundUTI Healthcare Fund
Point 1Upper mid AUM (₹5,796 Cr).Bottom quartile AUM (₹949 Cr).Highest AUM (₹6,718 Cr).Bottom quartile AUM (₹1,251 Cr).Lower mid AUM (₹1,444 Cr).
Point 2Established history (21+ yrs).Established history (16+ yrs).Established history (21+ yrs).Established history (20+ yrs).Oldest track record among peers (27 yrs).
Point 3Rating: 2★ (upper mid).Not Rated.Rating: 2★ (lower mid).Top rated.Rating: 1★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.
Point 55Y return: 16.07% (upper mid).5Y return: 17.79% (top quartile).5Y return: 6.35% (bottom quartile).5Y return: 15.29% (lower mid).5Y return: 13.55% (bottom quartile).
Point 63Y return: 20.82% (top quartile).3Y return: 18.89% (lower mid).3Y return: 5.29% (bottom quartile).3Y return: 14.79% (bottom quartile).3Y return: 20.52% (upper mid).
Point 71Y return: 13.45% (top quartile).1Y return: 13.34% (upper mid).1Y return: 11.66% (lower mid).1Y return: 10.85% (bottom quartile).1Y return: 10.63% (bottom quartile).
Point 8Alpha: 4.67 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 6.24 (upper mid).Alpha: 12.80 (top quartile).Alpha: 1.26 (bottom quartile).
Point 9Sharpe: 1.17 (top quartile).Sharpe: 0.91 (lower mid).Sharpe: 0.78 (bottom quartile).Sharpe: 0.60 (bottom quartile).Sharpe: 0.94 (upper mid).
Point 10Information ratio: 0.08 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.80 (bottom quartile).Information ratio: 0.10 (upper mid).Information ratio: 0.18 (top quartile).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹5,796 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 16.07% (upper mid).
  • 3Y return: 20.82% (top quartile).
  • 1Y return: 13.45% (top quartile).
  • Alpha: 4.67 (lower mid).
  • Sharpe: 1.17 (top quartile).
  • Information ratio: 0.08 (lower mid).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹949 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 17.79% (top quartile).
  • 3Y return: 18.89% (lower mid).
  • 1Y return: 13.34% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.91 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

SBI Magnum Global Fund

  • Highest AUM (₹6,718 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.35% (bottom quartile).
  • 3Y return: 5.29% (bottom quartile).
  • 1Y return: 11.66% (lower mid).
  • Alpha: 6.24 (upper mid).
  • Sharpe: 0.78 (bottom quartile).
  • Information ratio: -0.80 (bottom quartile).

Aditya Birla Sun Life Infrastructure Fund

  • Bottom quartile AUM (₹1,251 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.29% (lower mid).
  • 3Y return: 14.79% (bottom quartile).
  • 1Y return: 10.85% (bottom quartile).
  • Alpha: 12.80 (top quartile).
  • Sharpe: 0.60 (bottom quartile).
  • Information ratio: 0.10 (upper mid).

UTI Healthcare Fund

  • Lower mid AUM (₹1,444 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 13.55% (bottom quartile).
  • 3Y return: 20.52% (upper mid).
  • 1Y return: 10.63% (bottom quartile).
  • Alpha: 1.26 (bottom quartile).
  • Sharpe: 0.94 (upper mid).
  • Information ratio: 0.18 (top quartile).

एसआईपी के लिए सर्वश्रेष्ठ फोकस्ड फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
ICICI Prudential Focused Equity Fund Growth ₹91.4
↑ 1.34 		₹17,949 100 -4.91.5-2.714.712.515.4
Motilal Oswal Focused 25 Fund  Growth ₹54.0474
↑ 0.57 		₹1,827 500 8.827.124.213.49.6-1.7
HDFC Focused 30 Fund Growth ₹224.843
↑ 2.01 		₹28,201 300 -3.70.4-4.913.314.510.9
SBI Focused Equity Fund Growth ₹383.755
↓ -1.48 		₹51,248 500 -2.24.97.112.89.315.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21

Research Highlights & Commentary of 5 Funds showcased

CommentarySundaram Select Focus FundICICI Prudential Focused Equity FundMotilal Oswal Focused 25 Fund HDFC Focused 30 FundSBI Focused Equity Fund
Point 1Bottom quartile AUM (₹1,354 Cr).Lower mid AUM (₹17,949 Cr).Bottom quartile AUM (₹1,827 Cr).Upper mid AUM (₹28,201 Cr).Highest AUM (₹51,248 Cr).
Point 2Oldest track record among peers (24 yrs).Established history (17+ yrs).Established history (13+ yrs).Established history (22+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 17.29% (top quartile).5Y return: 12.52% (lower mid).5Y return: 9.60% (bottom quartile).5Y return: 14.47% (upper mid).5Y return: 9.33% (bottom quartile).
Point 63Y return: 17.03% (top quartile).3Y return: 14.66% (upper mid).3Y return: 13.44% (lower mid).3Y return: 13.32% (bottom quartile).3Y return: 12.85% (bottom quartile).
Point 71Y return: 24.49% (top quartile).1Y return: -2.65% (bottom quartile).1Y return: 24.15% (upper mid).1Y return: -4.86% (bottom quartile).1Y return: 7.12% (lower mid).
Point 8Alpha: -5.62 (bottom quartile).Alpha: 0.82 (lower mid).Alpha: 21.70 (top quartile).Alpha: -1.72 (bottom quartile).Alpha: 11.09 (upper mid).
Point 9Sharpe: 1.85 (top quartile).Sharpe: 0.08 (bottom quartile).Sharpe: 1.22 (upper mid).Sharpe: -0.04 (bottom quartile).Sharpe: 0.61 (lower mid).
Point 10Information ratio: -0.52 (bottom quartile).Information ratio: 1.30 (top quartile).Information ratio: 0.14 (bottom quartile).Information ratio: 0.69 (upper mid).Information ratio: 0.60 (lower mid).

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% (top quartile).
  • 3Y return: 17.03% (top quartile).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹17,949 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.52% (lower mid).
  • 3Y return: 14.66% (upper mid).
  • 1Y return: -2.65% (bottom quartile).
  • Alpha: 0.82 (lower mid).
  • Sharpe: 0.08 (bottom quartile).
  • Information ratio: 1.30 (top quartile).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,827 Cr).
  • Established history (13+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.60% (bottom quartile).
  • 3Y return: 13.44% (lower mid).
  • 1Y return: 24.15% (upper mid).
  • Alpha: 21.70 (top quartile).
  • Sharpe: 1.22 (upper mid).
  • Information ratio: 0.14 (bottom quartile).

HDFC Focused 30 Fund

  • Upper mid AUM (₹28,201 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.47% (upper mid).
  • 3Y return: 13.32% (bottom quartile).
  • 1Y return: -4.86% (bottom quartile).
  • Alpha: -1.72 (bottom quartile).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 0.69 (upper mid).

SBI Focused Equity Fund

  • Highest AUM (₹51,248 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.33% (bottom quartile).
  • 3Y return: 12.85% (bottom quartile).
  • 1Y return: 7.12% (lower mid).
  • Alpha: 11.09 (upper mid).
  • Sharpe: 0.61 (lower mid).
  • Information ratio: 0.60 (lower mid).

एसआईपी के लिए बेस्ट वैल्यू फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
HDFC Capital Builder Value Fund Growth ₹762.939
↑ 7.48 		₹8,266 300 -2.64.4213.611.38.6
Aditya Birla Sun Life Pure Value Fund Growth ₹132.562
↑ 1.62 		₹6,925 1,000 -36.77.311.811.62.6
Nippon India Value Fund Growth ₹210.576
↑ 2.29 		₹9,043 100 -7.2-2.8-7.911.110.44.2
Tata Equity PE Fund Growth ₹339.998
↑ 3.41 		₹8,656 150 -3-0.2-3.410.710.53.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹126.472
↑ 1.27 		₹8,656 150 -3-0.2-3.410.710.53.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Oct 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Capital Builder Value FundAditya Birla Sun Life Pure Value FundNippon India Value FundTata Equity PE FundTata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Point 1Bottom quartile AUM (₹8,266 Cr).Bottom quartile AUM (₹6,925 Cr).Highest AUM (₹9,043 Cr).Upper mid AUM (₹8,656 Cr).Lower mid AUM (₹8,656 Cr).
Point 2Oldest track record among peers (32 yrs).Established history (18+ yrs).Established history (21+ yrs).Established history (22+ yrs).Established history (17+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not Rated.Top rated.Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 11.28% (upper mid).5Y return: 11.62% (top quartile).5Y return: 10.39% (bottom quartile).5Y return: 10.54% (lower mid).5Y return: 10.50% (bottom quartile).
Point 63Y return: 13.64% (top quartile).3Y return: 11.79% (upper mid).3Y return: 11.10% (lower mid).3Y return: 10.75% (bottom quartile).3Y return: 10.72% (bottom quartile).
Point 71Y return: 2.05% (upper mid).1Y return: 7.25% (top quartile).1Y return: -7.87% (bottom quartile).1Y return: -3.37% (bottom quartile).1Y return: -3.37% (lower mid).
Point 8Alpha: 5.61 (upper mid).Alpha: 11.48 (top quartile).Alpha: -1.87 (bottom quartile).Alpha: 1.44 (lower mid).Alpha: 1.44 (bottom quartile).
Point 9Sharpe: 0.38 (upper mid).Sharpe: 0.70 (top quartile).Sharpe: -0.04 (bottom quartile).Sharpe: 0.16 (lower mid).Sharpe: 0.16 (bottom quartile).
Point 10Information ratio: 1.76 (top quartile).Information ratio: 0.47 (lower mid).Information ratio: 0.72 (upper mid).Information ratio: 0.31 (bottom quartile).Information ratio: 0.30 (bottom quartile).

HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹8,266 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.28% (upper mid).
  • 3Y return: 13.64% (top quartile).
  • 1Y return: 2.05% (upper mid).
  • Alpha: 5.61 (upper mid).
  • Sharpe: 0.38 (upper mid).
  • Information ratio: 1.76 (top quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,925 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.62% (top quartile).
  • 3Y return: 11.79% (upper mid).
  • 1Y return: 7.25% (top quartile).
  • Alpha: 11.48 (top quartile).
  • Sharpe: 0.70 (top quartile).
  • Information ratio: 0.47 (lower mid).

Nippon India Value Fund

  • Highest AUM (₹9,043 Cr).
  • Established history (21+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.39% (bottom quartile).
  • 3Y return: 11.10% (lower mid).
  • 1Y return: -7.87% (bottom quartile).
  • Alpha: -1.87 (bottom quartile).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 0.72 (upper mid).

Tata Equity PE Fund

  • Upper mid AUM (₹8,656 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.54% (lower mid).
  • 3Y return: 10.75% (bottom quartile).
  • 1Y return: -3.37% (bottom quartile).
  • Alpha: 1.44 (lower mid).
  • Sharpe: 0.16 (lower mid).
  • Information ratio: 0.31 (bottom quartile).

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

  • Lower mid AUM (₹8,656 Cr).
  • Established history (17+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.50% (bottom quartile).
  • 3Y return: 10.72% (bottom quartile).
  • 1Y return: -3.37% (lower mid).
  • Alpha: 1.44 (bottom quartile).
  • Sharpe: 0.16 (bottom quartile).
  • Information ratio: 0.30 (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

SIP-Calculator

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?

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

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

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

    शुरू हो जाओ

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

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 4, based on 3 reviews.
POST A COMMENT

Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2026 Shepard Technologies Private Limited. All Rights Reserved