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2022 - 2023 के लिए भारत में सर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड

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सर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड 2022 - 2023

Updated on June 6, 2023 , 171335 views

म्यूचुअल फंड्स भारत में वर्षों में वृद्धि हुई है। नतीजतन, में सबसे अच्छा प्रदर्शन करने वाले फंडमंडी बदलते रहो। क्रिसिल, मॉर्निंग स्टार, आईसीआरए जैसी एमएफ योजनाओं का आकलन करने के लिए विभिन्न रेटिंग सिस्टम मौजूद हैं। ये सिस्टम गुणात्मक और मात्रात्मक कारकों जैसे रिटर्न, एसेट साइज, एक्सपेंस रेशियो, के आधार पर फंड का मूल्यांकन करते हैं।मानक विचलन, आदि।

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इन सभी कारकों का योग भारत में सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड की रेटिंग की ओर जाता है। हालांकि, की प्रक्रिया बनाने के लिएनिवेश निवेशकों के लिए आसान, हमने सर्वोत्तम फंड चुनने के दिशा-निर्देशों के साथ भारत में सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड को शॉर्टलिस्ट किया है।

म्यूचुअल फंड में निवेश क्यों करें?

म्युचुअल फंड में निवेश करने का केवल एक ही लाभ नहीं है, यह कई लाभों के साथ आता है जो निवेशकों को अपना पैसा बढ़ाने में मदद करते हैं। यह लघु, मध्य और लंबी अवधि के निवेश लक्ष्यों को पूरा करता है। ऐसे कई फंड विकल्प हैं जिन्हें आप निवेश करने के लिए चुन सकते हैं, कम जोखिम से लेकर उच्च जोखिम वाली योजनाओं जैसे ऋण औरइक्विटी फ़ंड.

म्यूचुअल फंड की ओर लोगों का ध्यान खींचने वाली महत्वपूर्ण विशेषताओं में से एक न्यूनतम निवेश राशि है। आप में निवेश शुरू कर सकते हैंसिप सिर्फ 500 रुपये में।

आइए कुछ और कारणों पर गौर करें कि आपको ऐसा क्यों करना चाहिएम्युचुअल फंड में निवेश:

1. चलनिधि

ओपन-एंडेड योजनाओं में, किसी योजना को खरीदना और उससे बाहर निकलना आसान होता है। कोई भी अपनी इकाइयों को किसी भी समय बेच सकता है (यह आदर्श रूप से तब सुझाया जाता है जब बाजार ऊंचे हों)। लेकिन, जब आप किसी फंड में निवेश करते हैं, तो आपको एक्जिट लोड शुल्क पता होना चाहिए। म्युचुअल फंड में, लेन-देन उस दिन के फंड हाउस द्वारा जारी किए जाने के एक दिन बाद होता है, जिस दिन नेट एसेट वैल्यू (नहीं हैं)

2. विविधीकरण

म्यूचुअल फंड विभिन्न वित्तीय साधन रखता है जैसे स्टॉक, फिक्स्डआय उपकरण, सोना आदि। जिससे आप सिर्फ एक योजना में निवेश करके विविधीकरण का लाभ उठा सकते हैं। इसके विपरीत, यदि व्यक्ति शेयरों में सीधे निवेश करना चुनते हैं तो उन्हें पैसा लगाने से पहले विभिन्न कंपनियों के शेयरों पर शोध करने की आवश्यकता होती है।

3. अच्छी तरह से विनियमित

भारत में म्युचुअल फंड उद्योग अच्छी तरह से विनियमित हैसेबी (भारतीय प्रतिभूति और विनिमय बोर्ड)। यह सभी म्यूचुअल फंड के कामकाज पर नजर रखता है। इसके अलावा, ये फंड हाउस पारदर्शी भी हैं जिनमें; उन्हें नियमित अंतराल पर अपनी प्रदर्शन रिपोर्ट प्रकाशित करने की आवश्यकता है।

4. विशेषज्ञ प्रबंधन

प्रत्येक एमएफ योजना का प्रबंधन एक समर्पित फंड मैनेजर द्वारा किया जाता है। फंड मैनेजर का उद्देश्य यह सुनिश्चित करना है कि निवेशक प्रदर्शन पर निरंतर नजर रखते हुए और परिवर्तन करके योजना से अधिकतम रिटर्न अर्जित करें।परिसंपत्ति आवंटन बाजार की आवश्यकता के अनुसार समय पर।

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बेस्ट इक्विटी म्यूचुअल फंड 2022 - 2023

अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैंइक्विटी फंड जैसे लार्ज-, मिड-, स्मॉल-, मल्टी-कैप,ईएलएसएस और क्षेत्रीय निधि।

शीर्ष 5 लार्ज कैप इक्विटी फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Large Cap Fund Growth ₹59.8054
↓ -0.28
₹13,4328.55.324.628.413.111.3
HDFC Top 100 Fund Growth ₹796.108
↓ -2.76
₹23,1925.53.118.825.312.210.6
SBI Bluechip Fund Growth ₹67.9322
↓ -0.37
₹35,7707.84.219.824.812.14.4
ICICI Prudential Bluechip Fund Growth ₹72.45
↓ -0.26
₹35,8775.61.416.92412.46.9
TATA Large Cap Fund Growth ₹357.035
↓ -1.67
₹1,4436.11.216.523.711.53.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 मिड कैप इक्विटी फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
PGIM India Midcap Opportunities Fund Growth ₹45.21
↓ -0.44
₹8,0725.1-0.81536.918-1.7
Motilal Oswal Midcap 30 Fund  Growth ₹56.7079
↓ -0.29
₹4,033117.234.439.317.310.7
SBI Magnum Mid Cap Fund Growth ₹163.387
↓ -1.13
₹9,37010.69.325.337.816.63
Axis Mid Cap Fund Growth ₹72.04
↓ -0.54
₹19,53994.917.824.815.5-5.1
Kotak Emerging Equity Scheme Growth ₹81.267
↓ -0.44
₹25,9726.2421.332.915.55.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 स्मॉल कैप इक्विटी फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Small Cap Fund Growth ₹105.163
↓ -0.57
₹26,29412.49.832.346.719.56.5
Kotak Small Cap Fund Growth ₹176.396
↓ -0.10
₹9,2308.75.916.841.618-3.1
ICICI Prudential Smallcap Fund Growth ₹59.28
↓ -0.34
₹5,03611.17.420.642.717.45.7
SBI Small Cap Fund Growth ₹119.907
↓ -0.38
₹16,5927.61.920.336.117.48.1
DSP BlackRock Small Cap Fund  Growth ₹124.94
↓ -0.63
₹9,40910.77.921.238.815.50.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 विविध/मल्टी-कैप इक्विटी फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Multi Cap Fund Growth ₹182.507
↓ -1.03
₹15,0889.66.728.735.415.114.1
HDFC Equity Fund Growth ₹1,216.06
↓ -3.28
₹33,2226.32.922.731.314.818.3
Mahindra Badhat Yojana Growth ₹22.0298
↓ -0.18
₹1,6337.11.615.628.815.61.6
Baroda Pioneer Multi Cap Fund Growth ₹183.623
↓ -1.42
₹1,6787.13.718.728.513.3-3
PGIM India Diversified Equity Fund Growth ₹26.57
↓ -0.18
₹5,4576.61.214.727.315.1-6.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

टॉप 5 (ईएलएसएस) इक्विटी लिंक्ड सेविंग स्कीम्स

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
IDFC Tax Advantage (ELSS) Fund Growth ₹108.606
↓ -0.33
₹4,3338.24.219.833.413.54.2
BOI AXA Tax Advantage Fund Growth ₹105.89
↓ -0.55
₹7396.11.519.927.713.9-1.3
SBI Magnum Tax Gain Fund Growth ₹258.938
↓ -1.39
₹12,9988.75.224.227.513.26.9
PGIM India Tax Savings Fund Growth ₹25.96
↓ -0.17
₹4945.22.117.426.913.14.7
HDFC Tax Saver Fund Growth ₹863.581
↓ -2.25
₹10,1796.12.620.726.711.210.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 सेक्टर इक्विटी फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Infrastructure Fund Growth ₹110.47
↓ -0.04
₹2,3737.78.231.940.616.828.8
Kotak Infrastructure & Economic Reform Fund Growth ₹42.04
↓ -0.09
₹8028.510.132.337.615.115.6
DSP BlackRock India T.I.G.E.R Fund Growth ₹179.744
↑ 0.06
₹1,9079.57.828.836.514.213.9
TATA Infrastructure Fund Growth ₹113.311
↓ -0.24
₹1,008117.629.136.115.17.6
IDFC Infrastructure Fund Growth ₹28.449
↓ -0.22
₹65113.110.231.635.710.81.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 वैल्यू इक्विटी फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
IDFC Sterling Value Fund Growth ₹100.844
↓ -0.41
₹5,4308.35.922.640.2133.2
Templeton India Value Fund Growth ₹477.869
↓ -2.20
₹9545.82.723.634.812.715.5
ICICI Prudential Value Discovery Fund Growth ₹292.56
↓ -0.35
₹28,4714.7418.529.815.215
L&T India Value Fund Growth ₹65.086
↓ -0.25
₹8,0885.3423.329.712.35.2
JM Value Fund Growth ₹59.8015
↓ -0.32
₹1687.37.628.32913.65.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 फोकस्ड इक्विटी फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Focused 30 Fund Growth ₹141.412
↓ -0.35
₹4,3805.9323.931.512.618.3
Nippon India Focused Equity Fund Growth ₹84.6771
↓ -0.43
₹6,1126.8-0.41528.912.77.7
IIFL Focused Equity Fund Growth ₹32.6575
↓ -0.13
₹3,6727.4422.32717.2-0.9
Franklin India Focused Equity Fund Growth ₹73.4523
↓ -0.38
₹8,2686.10.419.726.313.88.9
ICICI Prudential Focused Equity Fund Growth ₹55.22
↓ -0.25
₹4,1727.93.119.22513.66
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

बेस्ट डेट फंड 2022 - 2023

अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैं जैसे। लिक्विड, अल्ट्रा शॉर्ट, शॉर्ट टर्म, GILT, क्रेडिट रिस्क और कॉर्पोरेट डेट सेकर्ज़.

शीर्ष 5 अल्ट्रा शॉर्ट टर्म डेट फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹470.848
↑ 0.07
₹14,52523.66.55.24.87.56%5M 8D5M 16D
Nippon India Ultra Short Duration Fund Growth ₹3,497.83
↑ 0.41
₹5,1031.93.46.164.67.62%5M 5D5M 22D
ICICI Prudential Ultra Short Term Fund Growth ₹23.9417
↑ 0.00
₹12,64523.56.35.14.57.57%4M 17D5M 5D
Kotak Savings Fund Growth ₹37.2054
↑ 0.00
₹10,60623.56.24.54.57.54%6M 25D9M 18D
SBI Magnum Ultra Short Duration Fund Growth ₹5,166.05
↑ 0.56
₹11,49323.56.34.64.57.44%5M 12D5M 26D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 शॉर्ट टर्म डेट फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Short Term Income Plan - Retail Plan Growth ₹5,047.28
↓ -0.66
₹4392.95.17.910.58.60%1Y 3M 25D
IDBI Short Term Bond Fund Growth ₹23.6733
↓ 0.00
₹262.13.36.67.936.99%1Y 1M 2D1Y 3M 18D
Principal Short Term Debt Fund Growth ₹38.0925
↓ -0.02
₹1902.73.86.67.23.57.44%2Y 2M 11D3Y 2M 8D
UTI Short Term Income Fund Growth ₹27.2208
↓ -0.01
₹2,3572.53.76.66.93.87.7%1Y 10M 2D2Y 3M
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹2580.61.34.66.5 5.16%1Y 11M 26D2Y 3M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 लिक्विड फंड

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Baroda Pioneer Liquid Fund Growth ₹2,604.08
↑ 0.41
₹7,1110.61.83.56.34.97.15%26D29D
Axis Liquid Fund Growth ₹2,516.92
↑ 0.40
₹25,7390.61.83.56.34.97.09%1M 8D1M 8D
UTI Liquid Cash Plan Growth ₹3,711.49
↑ 0.57
₹27,7720.61.83.56.34.87.23%1M 27D1M 27D
Invesco India Liquid Fund Growth ₹3,108.58
↑ 0.49
₹6,6440.61.83.46.34.87.12%1M 24D1M 28D
DSP BlackRock Liquidity Fund Growth ₹3,229.29
↑ 0.50
₹9,3750.61.83.46.34.87.05%1M 2D1M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 बैंकिंग और पीएसयू डेट फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Banking and PSU Debt Fund Growth ₹28.0041
↓ -0.01
₹7,9512.43.77.35.74.37.85%2Y 7M 20D10Y 2M 1D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹314.759
↓ -0.07
₹8,2582.53.76.75.53.77.48%2Y 3M 11D4Y 10M 6D
Kotak Banking and PSU Debt fund Growth ₹56.0485
↓ -0.03
₹6,4162.53.67.15.53.67.79%2Y 9M 7D9Y 9M 29D
HDFC Banking and PSU Debt Fund Growth ₹19.749
↓ -0.01
₹5,8312.63.76.75.53.37.48%2Y 6D3Y 1M 27D
Nippon India Banking & PSU Debt Fund Growth ₹17.8451
↓ -0.01
₹5,2552.83.96.95.33.27.44%2Y 10M 24D3Y 9M 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 क्रेडिट जोखिम फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BOI AXA Credit Risk Fund Growth ₹10.8053
↑ 0.00
₹1581.82.85.343143.16.81%8M 23D11M 8D
Baroda Pioneer Credit Risk Fund Growth ₹18.9169
↓ -0.01
₹1822.33.87.311.64.68.36%1Y 8M 16D3Y 1M 10D
Franklin India Credit Risk Fund Growth ₹25.2405
↑ 0.00
₹1382.74.67.111.16.50%1Y 1M 15D
Nippon India Credit Risk Fund Growth ₹29.6138
↓ 0.00
₹1,0112.84.17.49.23.98.97%1Y 10M 6D2Y 2M 8D
Aditya Birla Sun Life Credit Risk Fund Growth ₹17.7481
↓ 0.00
₹1,0372.43.89.78.47.18.3%1Y 8M 26D4Y 5M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 कॉर्पोरेट बॉन्ड फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Nippon India Prime Debt Fund Growth ₹51.1234
↓ -0.01
₹2,14034.17.66.24.37.58%2Y 11M 5D3Y 10M 13D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹96.0178
↓ -0.01
₹16,8972.53.87.464.17.69%1Y 3M 11D1Y 7M 6D
ICICI Prudential Corporate Bond Fund Growth ₹25.4164
↓ -0.01
₹20,8122.43.97.55.94.57.91%1Y 9M 18D4Y 8M 23D
HDFC Corporate Bond Fund Growth ₹27.7097
↓ -0.01
₹26,6122.73.97.55.63.37.65%2Y 7M 16D5Y 19D
Franklin India Corporate Debt Fund Growth ₹84.84
↓ -0.05
₹7662.33.56.25.63.27.31%1Y 7M 20D1Y 11M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 गिल्ट फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Edelweiss Government Securities Fund Growth ₹21.0604
↓ -0.05
₹1343.23.77.75.32.57.04%4Y 6M 29D6Y 29D
SBI Magnum Gilt Fund Growth ₹56.5989
↓ -0.10
₹6,4644.34.69.354.27.38%4Y 1M 17D5Y 10M 20D
ICICI Prudential Gilt Fund Growth ₹87.1121
↓ -0.09
₹3,3792.74.28.853.77.98%2Y 11M 26D9Y 1M 13D
DSP BlackRock Government Securities Fund Growth ₹81.5252
↓ -0.10
₹5813.64.37.94.62.77.32%4Y 5M 16D7Y 2M 19D
Axis Gilt Fund Growth ₹21.6272
↓ -0.04
₹2093.33.87.14.32.47.21%3Y 11M 5D5Y 10M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

बेस्ट हाइब्रिड फंड 2022 - 2023

अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैं जैसे। आक्रामक, रूढ़िवादी, मध्यस्थता, गतिशील आवंटन, बहु संपत्ति, इक्विटी बचत और समाधान उन्मुखहाइब्रिड योजनाएं

शीर्ष 5 बैलेंस्ड फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹24.14
↓ -0.08
₹3924.82.416.328.511.6-4.8
ICICI Prudential Equity and Debt Fund Growth ₹254.29
↓ -0.30
₹22,1454.63.615.327.11511.7
HDFC Balanced Advantage Fund Growth ₹343.302
↓ -0.57
₹54,4134.84.120.226.213.318.8
ICICI Prudential Multi-Asset Fund Growth ₹505.618
↓ -0.06
₹17,8125.35.217.226.114.716.8
HDFC Hybrid Equity Fund Growth ₹90.446
↓ -0.30
₹19,4395.73.418.723.5128.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 आक्रामक हाइब्रिड फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹24.14
↓ -0.08
₹3924.82.416.328.511.6-4.8
ICICI Prudential Equity and Debt Fund Growth ₹254.29
↓ -0.30
₹22,1454.63.615.327.11511.7
HDFC Hybrid Equity Fund Growth ₹90.446
↓ -0.30
₹19,4395.73.418.723.5128.9
Kotak Equity Hybrid Fund Growth ₹43.458
↓ -0.15
₹3,4684.62.314.323.212.55
UTI Hybrid Equity Fund Growth ₹277.528
↓ -0.89
₹4,4416.13.616.523.110.55.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 कंजर्वेटिव हाइब्रिड फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹24.14
↓ -0.08
₹3924.82.416.328.511.6-4.8
ICICI Prudential Equity and Debt Fund Growth ₹254.29
↓ -0.30
₹22,1454.63.615.327.11511.7
HDFC Balanced Advantage Fund Growth ₹343.302
↓ -0.57
₹54,4134.84.120.226.213.318.8
ICICI Prudential Multi-Asset Fund Growth ₹505.618
↓ -0.06
₹17,8125.35.217.226.114.716.8
HDFC Hybrid Equity Fund Growth ₹90.446
↓ -0.30
₹19,4395.73.418.723.5128.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 आर्बिट्राज फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Invesco India Arbitrage Fund Growth ₹27.5448
↑ 0.03
₹3,5071.83.86.34.555.1
Kotak Equity Arbitrage Fund Growth ₹32.2551
↑ 0.02
₹20,5871.83.95.94.55.14.5
SBI Arbitrage Opportunities Fund Growth ₹29.1909
↑ 0.02
₹8,0861.946.24.44.94.6
Edelweiss Arbitrage Fund Growth ₹16.7396
↑ 0.02
₹4,6881.83.85.84.35.14.4
ICICI Prudential Equity Arbitrage Fund Growth ₹29.6266
↑ 0.02
₹10,1891.83.75.84.354.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 गतिशील आवंटन निधि

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Balanced Advantage Fund Growth ₹343.302
↓ -0.57
₹54,4134.84.120.226.213.318.8
ICICI Prudential Balanced Advantage Fund Growth ₹54.82
↓ -0.09
₹45,5843.63.211.616.110.37.9
Edelweiss Balanced Advantage Fund Growth ₹38.33
↓ -0.16
₹8,9074.72.512.216112.1
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹79.14
↓ -0.25
₹6,3574.72.912.415.19.54.2
Nippon India Balanced Advantage Fund Growth ₹131.464
↓ -0.38
₹6,7124.41.411158.95.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 मल्टी एसेट एलोकेशन फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Multi-Asset Fund Growth ₹505.618
↓ -0.06
₹17,8125.35.217.226.114.716.8
Edelweiss Multi Asset Allocation Fund Growth ₹43.1
↓ -0.15
₹5395.53.71721.5125.3
HDFC Multi-Asset Fund Growth ₹52.205
↓ -0.18
₹1,7354.83.413.218.110.84.3
Axis Triple Advantage Fund Growth ₹29.9995
↓ -0.19
₹1,4705.20.27.915.29.9-5.8
UTI Multi Asset Fund Growth ₹49.4423
↓ -0.17
₹8917.26.318.914.484.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 इक्विटी बचत कोष

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
L&T Equity Savings Fund Growth ₹24.9515
↓ -0.07
₹1415.55.910.514.97.62
Principal Equity Savings Fund Growth ₹54.0982
↓ -0.07
₹4233.82.51014.59.24.1
HDFC Equity Savings Fund Growth ₹52.269
↓ -0.07
₹2,5693.32.510.213.88.46
SBI Equity Savings Fund Growth ₹18.6469
↓ -0.01
₹2,2565.64.710.313.28.21.9
DSP BlackRock Equity Savings Fund Growth ₹17.303
↑ 0.01
₹5563.83.49.412.574.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 समाधान उन्मुख योजनाएं

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Retirement Savings Fund - Equity Plan Growth ₹34.367
↓ -0.16
₹2,9648.17.224.13215.58.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹28.353
↓ -0.09
₹9926.66.119.622.412.34.8
ICICI Prudential Child Care Plan (Gift) Growth ₹212.07
↓ -1.11
₹8898.62.414.718.69.62.6
Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹20.0199
↓ -0.10
₹708517.915.79.4-7.3
Tata Retirement Savings Fund - Progressive Growth ₹44.6346
↓ -0.25
₹1,3147.9314.517.78.8-3.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

शीर्ष 5 गोल्ड फंड 2022 - 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Axis Gold Fund Growth ₹18.0428
↓ -0.14
₹316810.815.97.81312.5
SBI Gold Fund Growth ₹17.9861
↓ -0.12
₹1,3667.510.315.37.512.712.6
Aditya Birla Sun Life Gold Fund Growth ₹18.0307
↓ -0.08
₹2816.311.316.47.412.912.3
HDFC Gold Fund Growth ₹18.4333
↓ -0.14
₹1,5427.310.215.47.412.612.7
Nippon India Gold Savings Fund Growth ₹23.5832
↓ -0.14
₹1,5567.59.915.17.212.412.3
ICICI Prudential Regular Gold Savings Fund Growth ₹19.0492
↓ -0.11
₹7117.610.615.17.212.512.7
Kotak Gold Fund Growth ₹23.7819
↓ -0.09
₹1,5347.710.414.77.212.911.7
Invesco India Gold Fund Growth ₹17.4057
↓ -0.22
₹646.910.314.46.812.512.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23

1 महीने के प्रदर्शन के आधार पर सर्वश्रेष्ठ म्युचुअल फंड

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (08 Jun 23) ₹56.7079 ↓ -0.29   (-0.51 %)
Net Assets (Cr) ₹4,033 on 30 Apr 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.35
Information Ratio 0.31
Alpha Ratio 3.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,729
31 May 20₹7,728
31 May 21₹13,245
31 May 22₹16,931
31 May 23₹21,635

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23

DurationReturns
1 Month 8.7%
3 Month 11%
6 Month 7.2%
1 Year 34.4%
3 Year 39.3%
5 Year 17.3%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 202.83 Yr.
Ankush Sood11 Nov 220.47 Yr.
Rakesh Shetty22 Nov 220.44 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical27.97%
Technology17.09%
Industrials13.63%
Basic Materials13.07%
Financial Services8.28%
Health Care5.2%
Real Estate4.3%
Consumer Defensive1.1%
Asset Allocation
Asset ClassValue
Cash9.36%
Equity90.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
10%₹401 Cr1,550,000
↑ 26,983
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
6%₹261 Cr550,000
↑ 119,950
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
6%₹254 Cr2,775,000
↑ 675,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
6%₹232 Cr7,500,000
↑ 200,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
5%₹206 Cr425,000
↑ 25,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
5%₹198 Cr1,050,000
↑ 125,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
5%₹182 Cr28,000,000
↑ 28,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
4%₹174 Cr2,000,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | PHOENIXLTD
4%₹173 Cr1,200,000
↓ -90,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL
4%₹170 Cr5,000,000

2. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 41 in Sectoral category.  Return for 2022 was -22.3% , 2021 was 39% and 2020 was 56.8% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (08 Jun 23) ₹314.211 ↓ -1.11   (-0.35 %)
Net Assets (Cr) ₹715 on 30 Apr 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -0.68
Information Ratio -0.06
Alpha Ratio 5.17
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,760
31 May 20₹10,788
31 May 21₹18,998
31 May 22₹19,610
31 May 23₹20,831

Franklin India Technology Fund SIP Returns

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

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23

DurationReturns
1 Month 7.8%
3 Month 6%
6 Month 7.8%
1 Year 9%
3 Year 23.1%
5 Year 15.9%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -22.3%
2021 39%
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0716.17 Yr.
Varun Sharma30 Nov 157.42 Yr.
Sandeep Manam18 Oct 211.53 Yr.

Data below for Franklin India Technology Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Technology65.22%
Communication Services13.15%
Consumer Cyclical9.26%
Financial Services4.2%
Industrials2.51%
Basic Materials0.81%
Health Care0.13%
Real Estate0.12%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Aug 04 | TCS
12%₹85 Cr264,394
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
11%₹75 Cr600,289
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹67 Cr628,738
Franklin Technology I Acc USD
Investment Fund | -
9%₹64 Cr175,810
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹38 Cr470,047
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | TECHM
4%₹30 Cr297,106
↑ 8,700
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
4%₹28 Cr4,388,580
↑ 619,176
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
4%₹27 Cr442,747
↑ 52,231
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jan 23 | CTSH
4%₹26 Cr54,229
Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH
3%₹22 Cr795,209
↑ 140,847

3. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 19 in Sectoral category.  Return for 2022 was 14.7% , 2021 was 24.3% and 2020 was 11% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (08 Jun 23) ₹169.005 ↓ -1.10   (-0.64 %)
Net Assets (Cr) ₹2,019 on 30 Apr 23
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 0.54
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹7,772
31 May 20₹5,841
31 May 21₹10,135
31 May 22₹11,338
31 May 23₹13,548

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23

DurationReturns
1 Month 7.8%
3 Month 12.9%
6 Month 10.8%
1 Year 25.3%
3 Year 30.8%
5 Year 6.8%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 14.7%
2021 24.3%
2020 11%
2019 -8.7%
2018 -19.5%
2017 39.6%
2016 4.8%
2015 5.7%
2014 104%
2013 24.7%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 166.61 Yr.

Data below for UTI Transportation & Logistics Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical76.38%
Industrials17.07%
Financial Services1.45%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity94.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
13%₹260 Cr302,653
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
13%₹258 Cr2,102,981
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
10%₹212 Cr4,361,951
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
10%₹196 Cr592,702
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO
7%₹142 Cr319,911
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
5%₹106 Cr1,553,961
Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 17 | 500477
4%₹86 Cr5,883,869
↑ 400,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
3%₹67 Cr262,963
TVS Motor Co Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 30 Sep 19 | TVSMOTOR
3%₹60 Cr523,301
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
3%₹55 Cr274,120

4. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 7 in Small Cap category.  Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (08 Jun 23) ₹124.94 ↓ -0.63   (-0.50 %)
Net Assets (Cr) ₹9,409 on 30 Apr 23
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.2
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,070
31 May 20₹6,865
31 May 21₹14,310
31 May 22₹16,876
31 May 23₹19,436

DSP BlackRock Small Cap Fund  SIP Returns

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

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23

DurationReturns
1 Month 7.7%
3 Month 10.7%
6 Month 7.9%
1 Year 21.2%
3 Year 38.8%
5 Year 15.5%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.87 Yr.
Jay Kothari1 Mar 1310.17 Yr.
Resham Jain16 Mar 185.13 Yr.
Abhishek Ghosh1 Sep 220.66 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical32.67%
Basic Materials20.38%
Industrials15.57%
Health Care7.95%
Consumer Defensive7.83%
Financial Services6.7%
Technology2.13%
Communication Services1.96%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
5%₹458 Cr3,879,027
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
4%₹333 Cr9,323,935
↑ 38,019
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹308 Cr1,432,277
↓ -21,114
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI
3%₹286 Cr9,987,384
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹276 Cr4,594,316
Nilkamal Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹265 Cr1,289,228
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
3%₹248 Cr8,684,412
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
2%₹226 Cr328,304
↑ 15,758
La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA
2%₹220 Cr5,728,747
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
2%₹201 Cr1,479,647

5. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.3% since its launch.  Ranked 6 in Small Cap category.  Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (08 Jun 23) ₹105.163 ↓ -0.57   (-0.54 %)
Net Assets (Cr) ₹26,294 on 30 Apr 23
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.36
Information Ratio 1.25
Alpha Ratio 8.78
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,349
31 May 20₹6,969
31 May 21₹15,355
31 May 22₹18,355
31 May 23₹23,287

Nippon India Small Cap Fund SIP Returns

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

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23

DurationReturns
1 Month 7.5%
3 Month 12.4%
6 Month 9.8%
1 Year 32.3%
3 Year 46.7%
5 Year 19.5%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176.33 Yr.
Kinjal Desai25 May 184.94 Yr.
Tejas Sheth1 Feb 230.24 Yr.
Akshay Sharma1 Dec 220.41 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials27.86%
Consumer Cyclical15.11%
Financial Services14.37%
Basic Materials14.33%
Consumer Defensive7.77%
Technology7.22%
Health Care5.4%
Energy1.46%
Communication Services1.21%
Utility0.47%
Real Estate0.43%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
3%₹846 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹456 Cr2,700,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹436 Cr4,756,932
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | BANKBARODA
2%₹433 Cr23,045,248
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
2%₹401 Cr11,111,066
↑ 15,650
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
1%₹386 Cr9,291,212
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
1%₹382 Cr787,244
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹380 Cr5,763,697
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
1%₹374 Cr1,583,030
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL
1%₹369 Cr2,373,458

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सर्वश्रेष्ठ म्यूचुअल फंड में निवेश करने के लिए स्मार्ट टिप्स: एकमुश्त और एसआईपी निवेश

सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने का एक सही तरीका इसके गुणात्मक और मात्रात्मक दोनों उपायों को देखना है, जैसे:

1. योजना संपत्ति का आकार

निवेशकों को हमेशा ऐसे फंड में जाना चाहिए जो न तो बहुत बड़ा हो और न ही बहुत छोटा हो। जबकि फंड के आकार के बीच कोई सटीक परिभाषा और संबंध नहीं है, यह कहा जाता है कि बहुत छोटा या बहुत बड़ा, दोनों ही फंड के प्रदर्शन में बाधा डाल सकते हैं। किसी भी योजना में कम परिसंपत्ति प्रबंधन (एयूएम) बहुत जोखिम भरा होता है क्योंकि आप नहीं जानते कि निवेशक कौन हैं और किसी विशेष योजना में उनका कितना निवेश है। इस प्रकार, एक फंड चुनते समय, उसी के लिए जाने की सलाह दी जाती है जिसका एयूएम लगभग श्रेणी के समान है।

2. फंड प्रदर्शन

सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने के लिए, निवेशकों को समय की अवधि के लिए फंड के प्रदर्शन का उचित मूल्यांकन करना चाहिए। इसके अलावा, ऐसी योजना के लिए जाने का सुझाव दिया जाता है जो लगातार 4-5 वर्षों में अपने बेंचमार्क को पीछे छोड़ती है, इसके अतिरिक्त, प्रत्येक अवधि को यह देखने के लिए देखना चाहिए कि क्या फंड बेंचमार्क को मात देने में सक्षम है।

3. कुल व्यय अनुपात

जो निवेशक म्यूचुअल फंड में निवेश करना चाहते हैं, उन्हें एसेट मैनेजमेंट कंपनी द्वारा लगाए गए प्रबंधन शुल्क, संचालन लागत आदि जैसे कुछ शुल्क वहन करने पड़ते हैं (एएमसी) कई बार, निवेशक ऐसे फंड के लिए जाते हैं जिसका व्यय अनुपात कम होता है, लेकिन यह ऐसा कुछ है जो अन्य महत्वपूर्ण कारकों जैसे कि फंड के प्रदर्शन आदि को प्रभावित नहीं करना चाहिए।

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