+91-22-489139092022 में निवेश करने के लिए 5 सर्वश्रेष्ठ समाधान उन्मुख योजनाएं
भारतीय सुरक्षा और विनिमय बोर्ड (सेबी) ने के तहत एक नया वर्गीकरण 'समाधान उन्मुख योजनाओं' की शुरुआत की हैम्यूचुअल फंड्स. ये फंड लंबी अवधि के लक्ष्य नियोजन के लिए महत्वपूर्ण हैं, खासकर के लिए-सेवानिवृत्ति योजना और एक बच्चे की शिक्षा। इसलिए, यदि आप समान लक्ष्य-वार किसी चीज़ को देख रहे हैंनिवेश, फिर आप सही स्थान पर हैं। आइए निवेश करने के लिए कुछ बेहतरीन समाधान उन्मुख योजनाओं के साथ इन फंडों को विस्तृत तरीके से देखें।
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समाधान उन्मुख योजनाएं क्या हैं?
समाधान उन्मुख योजनाएं उन निवेशकों के लिए सहायक होती हैं जो लंबी अवधि की संपत्ति बनाना चाहते हैं जिसमें मुख्य रूप से सेवानिवृत्ति योजना और बच्चे की भविष्य की शिक्षा शामिल है।म्यूचुअल फंड में निवेश. पहले, ये योजनाएँ इक्विटी या संतुलित योजनाओं का एक हिस्सा थीं, लेकिन सेबी के नए प्रचलन के अनुसार, इन फंडों को समाधान उन्मुख योजनाओं के तहत अलग से वर्गीकृत किया गया है।
साथ ही इन योजनाओं में तीन साल के लिए लॉक-इन होता था, लेकिन अब इन फंडों में पांच साल का अनिवार्य लॉक-इन है। इन निवेश लक्ष्यों को प्राप्त करने के लिए निवेशकों को लंबी अवधि के लिए निवेशित रखने का यह आदर्श रूप से एक अच्छा तरीका है। यह निवेश में अनुशासन बनाए रखता है।
शीर्ष 5 सर्वश्रेष्ठ प्रदर्शन समाधान उन्मुख योजनाएं वित्तीय वर्ष 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Magnum Children's Benefit Plan Growth ₹109.163
↑ 0.29 ₹128 0.2 4.1 5 12.5 13.2 17.4 Tata Retirement Savings Fund-Moderate Growth ₹63.6465
↑ 0.15 ₹2,230 1.7 8.3 1.9 14.2 15.1 19.5 Tata Retirement Savings Fund - Progressive Growth ₹64.3877
↑ 0.14 ₹2,178 1.6 8.5 -0.2 15.1 16.1 21.7 Tata Retirement Savings Fund - Conservative Growth ₹31.5745
↑ 0.08 ₹180 0.9 5 3.6 8.2 7.6 9.9 ICICI Prudential Child Care Plan (Gift) Growth ₹327.63
↑ 0.17 ₹1,424 5.4 11.5 6.3 18.6 19.2 16.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Magnum Children's Benefit Plan Tata Retirement Savings Fund-Moderate Tata Retirement Savings Fund - Progressive Tata Retirement Savings Fund - Conservative ICICI Prudential Child Care Plan (Gift) Point 1 Bottom quartile AUM (₹128 Cr). Highest AUM (₹2,230 Cr). Upper mid AUM (₹2,178 Cr). Bottom quartile AUM (₹180 Cr). Lower mid AUM (₹1,424 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 4★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.21% (bottom quartile). 5Y return: 15.07% (lower mid). 5Y return: 16.14% (upper mid). 5Y return: 7.56% (bottom quartile). 5Y return: 19.19% (top quartile). Point 6 3Y return: 12.47% (bottom quartile). 3Y return: 14.15% (lower mid). 3Y return: 15.07% (upper mid). 3Y return: 8.18% (bottom quartile). 3Y return: 18.56% (top quartile). Point 7 1Y return: 4.98% (upper mid). 1Y return: 1.89% (bottom quartile). 1Y return: -0.23% (bottom quartile). 1Y return: 3.61% (lower mid). 1Y return: 6.26% (top quartile). Point 8 1M return: -1.34% (lower mid). 1M return: -1.82% (bottom quartile). 1M return: -2.40% (bottom quartile). 1M return: -0.82% (upper mid). 1M return: -0.65% (top quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 1.79 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.64 (top quartile). Sharpe: 0.18 (lower mid). Sharpe: 0.12 (bottom quartile). Sharpe: -0.01 (bottom quartile). Sharpe: 0.19 (upper mid). SBI Magnum Children's Benefit Plan
Tata Retirement Savings Fund-Moderate
Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund - Conservative
ICICI Prudential Child Care Plan (Gift)
To provide attractive returns to the Magnum holders / Unit holders by means
of capital appreciation through an actively managed portfolio of debt, equity
and money market instruments. Income generated through the receipt of coupon payments, the amortization of the discount on the debt instruments, receipt of dividends or purchase and sale of securities in the underlying portfolio, will be reinvested. Below is the key information for SBI Magnum Children's Benefit Plan Returns up to 1 year are on To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance
that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Tata Retirement Savings Fund-Moderate Below is the key information for Tata Retirement Savings Fund-Moderate Returns up to 1 year are on To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance
that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Tata Retirement Savings Fund - Progressive Below is the key information for Tata Retirement Savings Fund - Progressive Returns up to 1 year are on To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance
that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Tata Retirement Savings Fund - Conservative Below is the key information for Tata Retirement Savings Fund - Conservative Returns up to 1 year are on The primary investment objective of the Study Plan is to seek generation of current income by creating a portfolio that is invested in debt, money market instruments and equity and equity related securities. Research Highlights for ICICI Prudential Child Care Plan (Gift) Below is the key information for ICICI Prudential Child Care Plan (Gift) Returns up to 1 year are on 1. SBI Magnum Children's Benefit Plan
SBI Magnum Children's Benefit Plan
Growth Launch Date 21 Feb 02 NAV (14 Aug 25) ₹109.163 ↑ 0.29 (0.27 %) Net Assets (Cr) ₹128 on 30 Jun 25 Category Solutions - Childrens Fund AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.2 Sharpe Ratio 0.64 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (3%),1-2 Years (2%),2-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for SBI Magnum Children's Benefit Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.3% 3 Month 0.2% 6 Month 4.1% 1 Year 5% 3 Year 12.5% 5 Year 13.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 17.4% 2023 16.9% 2022 1.9% 2021 18.3% 2020 14.8% 2019 2.6% 2018 0.1% 2017 24.3% 2016 16.1% 2015 7% Fund Manager information for SBI Magnum Children's Benefit Plan
Name Since Tenure Data below for SBI Magnum Children's Benefit Plan as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Tata Retirement Savings Fund-Moderate
Tata Retirement Savings Fund-Moderate
Growth Launch Date 1 Nov 11 NAV (14 Aug 25) ₹63.6465 ↑ 0.15 (0.24 %) Net Assets (Cr) ₹2,230 on 30 Jun 25 Category Solutions - Retirement Fund AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.18 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-60 Years (1%),60 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Tata Retirement Savings Fund-Moderate
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.8% 3 Month 1.7% 6 Month 8.3% 1 Year 1.9% 3 Year 14.2% 5 Year 15.1% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 25.3% 2022 -1.9% 2021 20.5% 2020 15.1% 2019 8.6% 2018 -3.6% 2017 38.8% 2016 6.7% 2015 7.7% Fund Manager information for Tata Retirement Savings Fund-Moderate
Name Since Tenure Data below for Tata Retirement Savings Fund-Moderate as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund - Progressive
Growth Launch Date 1 Nov 11 NAV (14 Aug 25) ₹64.3877 ↑ 0.14 (0.22 %) Net Assets (Cr) ₹2,178 on 30 Jun 25 Category Solutions - Retirement Fund AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.12 Information Ratio -0.13 Alpha Ratio 1.79 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-60 Years (1%),60 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Tata Retirement Savings Fund - Progressive
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -2.4% 3 Month 1.6% 6 Month 8.5% 1 Year -0.2% 3 Year 15.1% 5 Year 16.1% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.7% 2023 29% 2022 -3.9% 2021 23.3% 2020 14.4% 2019 11.5% 2018 -6.1% 2017 49.1% 2016 3.1% 2015 7.8% Fund Manager information for Tata Retirement Savings Fund - Progressive
Name Since Tenure Data below for Tata Retirement Savings Fund - Progressive as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Tata Retirement Savings Fund - Conservative
Tata Retirement Savings Fund - Conservative
Growth Launch Date 1 Nov 11 NAV (14 Aug 25) ₹31.5745 ↑ 0.08 (0.26 %) Net Assets (Cr) ₹180 on 30 Jun 25 Category Solutions - Retirement Fund AMC Tata Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.01 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Years (1%),60 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Tata Retirement Savings Fund - Conservative
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -0.8% 3 Month 0.9% 6 Month 5% 1 Year 3.6% 3 Year 8.2% 5 Year 7.6% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.9% 2023 12.1% 2022 0.1% 2021 7.6% 2020 11.8% 2019 7.6% 2018 0.8% 2017 15.1% 2016 10.6% 2015 6.4% Fund Manager information for Tata Retirement Savings Fund - Conservative
Name Since Tenure Data below for Tata Retirement Savings Fund - Conservative as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. ICICI Prudential Child Care Plan (Gift)
ICICI Prudential Child Care Plan (Gift)
Growth Launch Date 31 Aug 01 NAV (14 Aug 25) ₹327.63 ↑ 0.17 (0.05 %) Net Assets (Cr) ₹1,424 on 30 Jun 25 Category Solutions - Childrens Fund AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 0.19 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (3%),1-2 Years (2%),2-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Child Care Plan (Gift)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -0.7% 3 Month 5.4% 6 Month 11.5% 1 Year 6.3% 3 Year 18.6% 5 Year 19.2% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.9% 2023 29.2% 2022 2.6% 2021 24.8% 2020 8.8% 2019 8.5% 2018 -1.9% 2017 25% 2016 6.9% 2015 0.2% Fund Manager information for ICICI Prudential Child Care Plan (Gift)
Name Since Tenure Data below for ICICI Prudential Child Care Plan (Gift) as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for SBI Magnum Children's Benefit Plan