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Table of Contents
- टॉप 11 एसआईपी फंड में निवेश क्यों करें?
- एसआईपी में निवेश कैसे करें?
- भारत में शीर्ष 11 एसआईपी म्युचुअल फंड वित्त वर्ष 22 - 23
- सर्वोत्तम व्यवस्थित निवेश योजनाओं में निवेश करते समय विचार करने के लिए मानदंड
- एसआईपी एमएफ ऑनलाइन में निवेश कैसे करें?
- पूछे जाने वाले प्रश्न
- 1. म्यूचुअल फंड क्या हैं?
- 2. म्यूचुअल फंड के विभिन्न प्रकार क्या हैं?
- 3. ग्रोथ इक्विटी फंड क्या हैं?
- 4. आपको डेट फंड में निवेश क्यों करना चाहिए?
- 5. आपको SIP में निवेश क्यों करना चाहिए?
- 6. टैक्स सेविंग म्यूचुअल फंड में निवेश क्यों करें?
- 7. क्या मुझे म्युचुअल फंड में निवेश करने के लिए ब्रोकर की आवश्यकता है?
Top 11 Funds
- ICICI Prudential Technology Fund
- SBI Technology Opportunities Fund
- TATA Digital India Fund
- Aditya Birla Sun Life Digital India Fund
- Principal Emerging Bluechip Fund
- Sundaram Select Focus Fund
- PGIM India Midcap Opportunities Fund
- Franklin India Technology Fund
- IIFL Focused Equity Fund
- ICICI Prudential US Bluechip Equity Fund
- Kotak Small Cap Fund
एसआईपी 2022 के लिए 11 सर्वश्रेष्ठ म्युचुअल फंड
सिप म्यूचुअल फंड्स (या शीर्ष 11 एसआईपी म्यूचुअल फंड) ऐसे फंड हैं जो शेयर बाजार के अपरिहार्य उतार-चढ़ाव के दौरान घबराहट से बचने के लिए आवधिक निवेश के सरल फार्मूले का पालन करते हैं।
आमतौर पर, एसआईपी या व्यवस्थितनिवेश योजना म्यूचुअल फंड में पैसा निवेश करने का एक तरीका है।निवेश शीर्ष 11 में एसआईपी म्युचुअल फंड आपके निवेश के लिए एक व्यवस्थित और अनुशासित दृष्टिकोण लाता है। यह आपके निवेश को दैनिक रूप से प्रबंधित करने के आपके प्रयास को कम करता हैआधार. इसके अलावा, यह का उत्तोलन प्रदान करता हैकंपाउंडिंग की शक्ति समय के साथ वांछित रिटर्न की ओर अग्रसर।
वह अलग अलग हैम्यूचुअल फंड के प्रकार एसआईपी के लिए जिसमें इक्विटी, डेट, बैलेंस्ड, अल्ट्रा-शॉर्ट टर्म फंड्स, आदि। हालांकि, इक्विटी म्यूचुअल फंड एसआईपी के माध्यम से निवेश करने पर अधिकतम रिटर्न प्रदान करते हैं। वित्तीय सलाहकारों का सुझाव है कि, निवेशकों को इसमें निवेश करना चाहिएसर्वश्रेष्ठ म्युचुअल फंड एसआईपी के आधार पर उनके निवेश के उद्देश्य और अवधिएसआईपी निवेश.
टॉप 11 एसआईपी फंड में निवेश क्यों करें?
एसआईपी म्यूचुअल फंड में निवेश करने के लिए अनुशासित दृष्टिकोण देते हैं
व्यवस्थित निवेश भविष्य के सपने और प्रमुख लक्ष्यों जैसे- सेवानिवृत्ति, बच्चे का करियर, घर, कार या किसी अन्य संपत्ति की खरीद के वित्तपोषण में मदद करता है।
एसआईपी कंपाउंडिंग का अधिकतम लाभ उठाने में मदद करते हैं और युवा निवेशकों के लिए आदर्श हैं
व्यवस्थित निवेश योजनाएं इक्विटी में उतार-चढ़ाव के जोखिम को कम करती हैं
एसआईपी में निवेश कैसे करें?
पैसा निवेश करना एक कला है, अगर इसे सही तरीके से किया जाए तो यह अद्भुत काम कर सकता है। अब जब आप जानते हैंशीर्ष एसआईपी योजनाओं में आपको पता होना चाहिए कि इसमें निवेश कैसे करें। हमने नीचे SIP में निवेश करने के चरणों का उल्लेख किया है।
1. अपने वित्तीय लक्ष्यों का विश्लेषण करें
एक एसआईपी निवेश चुनें जो आपके अनुकूल होवित्तीय लक्ष्यों. उदाहरण के लिए, यदि आपका लक्ष्य अल्पकालिक है (यदि आप अगले 2 वर्षों में कार खरीदना चाहते हैं), तो आपको डेट म्यूचुअल फंड में निवेश करना चाहिए। और, यदि आपका लक्ष्य दीर्घकालिक है (जैसेसेवानिवृत्ति योजना) तो इक्विटी म्युचुअल फंड में निवेश करना पसंद करते हैं।
2. निवेश का समय चुनें
यह सुनिश्चित करेगा कि आप सही समय के लिए सही राशि का निवेश करें।
3. वह राशि तय करें जिसे आप मासिक निवेश करना चाहते हैं
चूंकि एसआईपी एक मासिक निवेश है, इसलिए आपको एक ऐसी राशि का चयन करना चाहिए, जिसके बिना आप मासिक रूप से निवेश कर सकेंविफल. आप अपने लक्ष्य के अनुसार उपयुक्त राशि की गणना भी कर सकते हैंघूंट कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर।
4. सबसे अच्छा SIP प्लान चुनें
सलाह-मशविरा करके निवेश का बुद्धिमानी से चुनाव करेंवित्तीय सलाहकार या चुनकरसर्वश्रेष्ठ एसआईपी योजनाएं विभिन्न ऑनलाइन निवेश प्लेटफार्मों द्वारा की पेशकश की।
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भारत में शीर्ष 11 एसआईपी म्युचुअल फंड वित्त वर्ष 22 - 23
To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Digital India Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized. PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Technology Fund Returns up to 1 year are on (Erstwhile IIFL India Growth Fund) The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a Below is the key information for ICICI Prudential US Bluechip Equity Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Technology Fund Growth ₹137.37
↓ -0.97 ₹8,794 100 2.8 5 -12.6 30.6 21.4 -23.2 SBI Technology Opportunities Fund Growth ₹144.853
↓ -0.55 ₹2,741 500 6.2 10.4 -1.9 26.7 20.8 -15.5 TATA Digital India Fund Growth ₹32.2986
↓ -0.26 ₹6,464 150 1.9 4.4 -12.4 26.5 20.6 -23.3 Aditya Birla Sun Life Digital India Fund Growth ₹119.51
↓ -1.25 ₹3,244 100 2.2 5.6 -11.1 26.7 20 -21.6 Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 100 2.9 13.6 38.9 21.9 19.2 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 PGIM India Midcap Opportunities Fund Growth ₹42.59
↓ -0.57 ₹7,558 1,000 -4.3 0.7 -1.4 29.5 15.5 -1.7 Franklin India Technology Fund Growth ₹294.713
↑ 1.19 ₹679 500 6.2 4.6 -11 18.6 15.2 -22.3 IIFL Focused Equity Fund Growth ₹30.1701
↓ -0.35 ₹3,417 1,000 -0.4 8 0.3 17.2 14.6 -0.9 ICICI Prudential US Bluechip Equity Fund Growth ₹46.75
↓ -0.09 ₹2,121 100 14.4 7.4 3.3 13.1 14.1 -7.1 Kotak Small Cap Fund Growth ₹159.855
↓ -1.18 ₹8,498 1,000 -2.8 1.4 -1.5 26.1 13.9 -3.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jan 23 200 करोड़ 5 साल के कैलेंडर वर्ष के रिटर्न के आधार पर ऑर्डर किए गए म्यूचुअल फंड की इक्विटी श्रेणी में।1. ICICI Prudential Technology Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 37 in Sectoral category. Return for 2022 was -23.2% , 2021 was 75.7% and 2020 was 70.6% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (25 Jan 23) ₹137.37 ↓ -0.97 (-0.70 %) Net Assets (Cr) ₹8,794 on 31 Dec 22 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -1.37 Information Ratio 1.06 Alpha Ratio -7.36 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.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹11,912 31 Dec 19 ₹12,191 31 Dec 20 ₹20,797 31 Dec 21 ₹36,549 31 Dec 22 ₹28,061 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 4.2% 3 Month 2.8% 6 Month 5% 1 Year -12.6% 3 Year 30.6% 5 Year 21.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 -23.2% 2021 75.7% 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 2.67 Yr. Sharmila D’mello 30 Jun 22 0.51 Yr. Data below for ICICI Prudential Technology Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Technology 80% Communication Services 13.78% Industrials 1.98% Consumer Cyclical 1.46% Financial Services 0.21% Energy 0.1% Consumer Defensive 0.05% Asset Allocation
Asset Class Value Cash 2.41% Equity 97.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY34% ₹3,212 Cr 19,645,184
↑ 1,432,476 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS18% ₹1,652 Cr 4,872,492
↑ 3,710 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH10% ₹948 Cr 8,462,176 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹712 Cr 8,384,200
↑ 720,201 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076855% ₹454 Cr 11,146,084
↓ -3,478,614 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327553% ₹324 Cr 3,011,906
↓ -268,878 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM2% ₹194 Cr 401,895
↑ 61,390 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL2% ₹141 Cr 5,340,571
↑ 1,735,008 Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN1% ₹102 Cr 43,600 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901571% ₹74 Cr 1,590,489 2. SBI Technology Opportunities Fund
CAGR/Annualized return of 20.1% since its launch. Ranked 42 in Sectoral category. Return for 2022 was -15.5% , 2021 was 66.4% and 2020 was 47.3% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (25 Jan 23) ₹144.853 ↓ -0.55 (-0.38 %) Net Assets (Cr) ₹2,741 on 31 Dec 22 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio -0.93 Information Ratio 0.78 Alpha Ratio 1.46 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹11,714 31 Dec 19 ₹13,148 31 Dec 20 ₹19,371 31 Dec 21 ₹32,238 31 Dec 22 ₹27,252 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 4.8% 3 Month 6.2% 6 Month 10.4% 1 Year -1.9% 3 Year 26.7% 5 Year 20.8% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Saurabh Pant 1 Jan 22 1 Yr. Mohit Jain 1 Jan 22 1 Yr. Data below for SBI Technology Opportunities Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Technology 75.23% Communication Services 20.08% Consumer Cyclical 0.39% Health Care 0.21% Consumer Defensive 0.19% Industrials 0.14% Utility 0.04% Financial Services 0.02% Asset Allocation
Asset Class Value Cash 3.7% Equity 96.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY30% ₹850 Cr 5,200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS13% ₹373 Cr 1,100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL10% ₹280 Cr 3,300,000 NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA7% ₹200 Cr 157,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH7% ₹191 Cr 1,700,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX6% ₹181 Cr 78,955
↓ -13,045 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT5% ₹127 Cr 65,000
↓ -27,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076854% ₹125 Cr 3,080,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 5327553% ₹89 Cr 830,000 Invesco QQQ Trust
- | QQQ3% ₹78 Cr 34,000 3. TATA Digital India Fund
CAGR/Annualized return of 18% since its launch. Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (25 Jan 23) ₹32.2986 ↓ -0.26 (-0.80 %) Net Assets (Cr) ₹6,464 on 31 Dec 22 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 0 Sharpe Ratio -1.37 Information Ratio 0.51 Alpha Ratio -2.44 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹12,492 31 Dec 19 ₹13,425 31 Dec 20 ₹20,786 31 Dec 21 ₹36,260 31 Dec 22 ₹27,815 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 4.5% 3 Month 1.9% 6 Month 4.4% 1 Year -12.4% 3 Year 26.5% 5 Year 20.6% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 1.82 Yr. Venkat Samala 26 Nov 20 2.1 Yr. Data below for TATA Digital India Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Technology 77.43% Communication Services 10.43% Industrials 3.95% Consumer Cyclical 1.5% Asset Allocation
Asset Class Value Cash 6.69% Equity 93.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY26% ₹1,793 Cr 10,964,598 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS17% ₹1,161 Cr 3,423,371
↑ 730,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH9% ₹646 Cr 5,765,373
↑ 250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL8% ₹511 Cr 6,019,200 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM7% ₹448 Cr 925,479
↓ -6,839 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327556% ₹440 Cr 4,087,094 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076853% ₹204 Cr 5,013,632 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT2% ₹106 Cr 254,212
↓ -75,000 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT2% ₹103 Cr 1,230,889
↑ 50,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI1% ₹78 Cr 194,830 4. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 33 in Sectoral category. Return for 2022 was -21.6% , 2021 was 70.5% and 2020 was 59% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (25 Jan 23) ₹119.51 ↓ -1.25 (-1.04 %) Net Assets (Cr) ₹3,244 on 31 Dec 22 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.19 Sharpe Ratio -1.26 Information Ratio 0.88 Alpha Ratio -5.28 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹11,563 31 Dec 19 ₹12,670 31 Dec 20 ₹20,148 31 Dec 21 ₹34,346 31 Dec 22 ₹26,914 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 5% 3 Month 2.2% 6 Month 5.6% 1 Year -11.1% 3 Year 26.7% 5 Year 20% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 -21.6% 2021 70.5% 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% 2014 21.1% 2013 50.2% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 8.97 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Technology 79.35% Communication Services 10.1% Industrials 6.79% Consumer Cyclical 2.21% Financial Services 0.66% Asset Allocation
Asset Class Value Cash 0.89% Equity 99.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY26% ₹879 Cr 5,378,401
↓ -50,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹354 Cr 1,045,450 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH9% ₹311 Cr 2,771,227 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹276 Cr 2,563,833
↓ -300,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM6% ₹208 Cr 430,179
↓ -40 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹201 Cr 2,364,697 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE3% ₹111 Cr 275,281 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹109 Cr 1,306,398
↑ 84,673 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Jun 21 | ZEEL3% ₹86 Cr 3,236,967 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076852% ₹73 Cr 1,800,817
↓ -400,000 5. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 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.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹8,901 31 Dec 19 ₹9,503 31 Dec 20 ₹11,623 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹10,116 31 Dec 19 ₹11,631 31 Dec 20 ₹13,017 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 40 in Mid Cap category. Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (25 Jan 23) ₹42.59 ↓ -0.57 (-1.32 %) Net Assets (Cr) ₹7,558 on 31 Dec 22 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 0 Sharpe Ratio -0.31 Information Ratio 1.24 Alpha Ratio -5.7 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹8,390 31 Dec 19 ₹8,689 31 Dec 20 ₹12,893 31 Dec 21 ₹21,116 31 Dec 22 ₹20,765 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month -0.3% 3 Month -4.3% 6 Month 0.7% 1 Year -1.4% 3 Year 29.5% 5 Year 15.5% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.7% 2021 63.8% 2020 48.4% 2019 3.6% 2018 -16.1% 2017 37% 2016 -1.3% 2015 7.9% 2014 42.8% 2013 Fund Manager information for PGIM India Midcap Opportunities Fund
Name Since Tenure Aniruddha Naha 1 Jun 21 1.59 Yr. Puneet Pal 16 Jul 22 0.46 Yr. Vivek Sharma 1 Jun 21 1.59 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 23.83% Financial Services 20.03% Consumer Cyclical 17.26% Basic Materials 10.97% Health Care 6.83% Consumer Defensive 4.95% Technology 3.94% Real Estate 3.25% Utility 1.33% Communication Services 1.24% Asset Allocation
Asset Class Value Cash 6.21% Equity 93.62% Debt 0.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 5221134% ₹299 Cr 905,274
↑ 52,793 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK4% ₹291 Cr 1,808,204
↑ 750,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK4% ₹286 Cr 3,000,000
↓ -445,500 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004804% ₹286 Cr 2,022,298
↑ 150,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | 5002333% ₹262 Cr 2,276,766
↑ 781,000 Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA3% ₹246 Cr 1,429,700
↑ 425,000 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT3% ₹227 Cr 1,247,176 Canara Bank (Financial Services)
Equity, Since 31 Oct 22 | 5324833% ₹221 Cr 7,035,000
↑ 800,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD3% ₹216 Cr 3,948,000
↑ 200,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹209 Cr 15,906,857
↑ 2,406,857 8. Franklin India Technology Fund
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% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (24 Jan 23) ₹294.713 ↑ 1.19 (0.41 %) Net Assets (Cr) ₹679 on 31 Dec 22 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio -1.56 Information Ratio -0.42 Alpha Ratio -10.48 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.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹11,192 31 Dec 19 ₹12,580 31 Dec 20 ₹19,721 31 Dec 21 ₹27,419 31 Dec 22 ₹21,304 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 6.2% 3 Month 6.2% 6 Month 4.6% 1 Year -11% 3 Year 18.6% 5 Year 15.2% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anand Radhakrishnan 3 Mar 07 15.84 Yr. Varun Sharma 30 Nov 15 7.09 Yr. Sandeep Manam 18 Oct 21 1.21 Yr. Data below for Franklin India Technology Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Technology 64.98% Communication Services 15.41% Consumer Cyclical 9.8% Industrials 3.06% Financial Services 2.91% Basic Materials 0.82% Real Estate 0.28% Health Care 0.15% Energy 0.04% Consumer Defensive 0% Asset Allocation
Asset Class Value Cash 2.12% Equity 97.59% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY17% ₹118 Cr 722,794
↓ -5,751 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS13% ₹95 Cr 280,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH10% ₹70 Cr 628,738
↓ -1,262 Franklin Technology I Acc USD
Investment Fund | -8% ₹59 Cr 175,810 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL7% ₹47 Cr 558,417
↓ -12,408 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹31 Cr 284,336 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI3% ₹24 Cr 60,265 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹21 Cr 255,722 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹20 Cr 3,044,107
↑ 243,939 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT3% ₹20 Cr 82,135 9. IIFL Focused Equity Fund
CAGR/Annualized return of 14.3% since its launch. Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (25 Jan 23) ₹30.1701 ↓ -0.35 (-1.13 %) Net Assets (Cr) ₹3,417 on 31 Dec 22 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.29 Information Ratio 0.16 Alpha Ratio -5.58 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Months (2%),2 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹9,319 31 Dec 19 ₹11,865 31 Dec 20 ₹14,692 31 Dec 21 ₹20,047 31 Dec 22 ₹19,862 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 1.4% 3 Month -0.4% 6 Month 8% 1 Year 0.3% 3 Year 17.2% 5 Year 14.6% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 -0.9% 2021 36.4% 2020 23.8% 2019 27.3% 2018 -6.8% 2017 30% 2016 9.9% 2015 1.8% 2014 2013 Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 3.14 Yr. Data below for IIFL Focused Equity Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 33.85% Industrials 13.72% Consumer Cyclical 12.88% Technology 8.87% Basic Materials 8.26% Health Care 6.22% Communication Services 5.03% Consumer Defensive 2.86% Utility 2.76% Energy 1.96% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹313 Cr 3,287,614 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK9% ₹300 Cr 1,866,907
↑ 127,716 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY6% ₹227 Cr 1,390,858 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹171 Cr 2,020,031 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 5322155% ₹166 Cr 1,845,709
↑ 157,469 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹163 Cr 784,154 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹157 Cr 2,603,526 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS3% ₹116 Cr 2,643,181 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 22 | 5004803% ₹107 Cr 758,163 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO3% ₹100 Cr 896,883 10. ICICI Prudential US Bluechip Equity Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 7 in Global category. Return for 2022 was -7.1% , 2021 was 22.5% and 2020 was 18.6% . ICICI Prudential US Bluechip Equity Fund
Growth Launch Date 6 Jul 12 NAV (24 Jan 23) ₹46.75 ↓ -0.09 (-0.19 %) Net Assets (Cr) ₹2,121 on 31 Dec 22 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.26 Sharpe Ratio -0.44 Information Ratio -0.37 Alpha Ratio 1.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹10,515 31 Dec 19 ₹14,117 31 Dec 20 ₹16,737 31 Dec 21 ₹20,498 31 Dec 22 ₹19,044 Returns for ICICI Prudential US Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 7.9% 3 Month 14.4% 6 Month 7.4% 1 Year 3.3% 3 Year 13.1% 5 Year 14.1% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 -7.1% 2021 22.5% 2020 18.6% 2019 34.3% 2018 5.2% 2017 14.1% 2016 11.6% 2015 0.7% 2014 12.7% 2013 45.7% Fund Manager information for ICICI Prudential US Bluechip Equity Fund
Name Since Tenure Rohan Maru 19 Sep 13 9.29 Yr. Sharmila D’mello 1 Jul 22 0.5 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Technology 28.8% Industrials 18.12% Financial Services 13.17% Consumer Cyclical 10.92% Health Care 10.77% Communication Services 10.31% Basic Materials 3.64% Consumer Defensive 1.37% Asset Allocation
Asset Class Value Cash 2.9% Equity 97.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Etsy Inc (Consumer Cyclical)
Equity, Since 31 Mar 22 | ETSY3% ₹83 Cr 76,696
↓ -5,925 Wells Fargo & Co (Financial Services)
Equity, Since 30 Jun 16 | WFC3% ₹76 Cr 193,795
↓ -15,190 Microsoft Corp (Technology)
Equity, Since 30 Jun 16 | MSFT3% ₹73 Cr 35,114 Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA3% ₹73 Cr 49,907
↓ -600 MercadoLibre Inc (Consumer Cyclical)
Equity, Since 31 Dec 21 | MELI3% ₹72 Cr 9,536 Veeva Systems Inc Class A (Healthcare)
Equity, Since 31 Oct 21 | VEEV3% ₹72 Cr 46,566 The Walt Disney Co (Communication Services)
Equity, Since 31 Dec 21 | DIS3% ₹71 Cr 88,803
↑ 22,125 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Mar 21 | META3% ₹68 Cr 70,922
↑ 16,700 Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB3% ₹68 Cr 27,263
↓ -3,607 Equifax Inc (Industrials)
Equity, Since 30 Sep 21 | EFX3% ₹67 Cr 41,664
↓ -1,580 11. Kotak Small Cap Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 23 in Small Cap category. Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (25 Jan 23) ₹159.855 ↓ -1.18 (-0.73 %) Net Assets (Cr) ₹8,498 on 31 Dec 22 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.49 Information Ratio 0.57 Alpha Ratio -3.22 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹8,270 31 Dec 19 ₹8,687 31 Dec 20 ₹11,659 31 Dec 21 ₹19,930 31 Dec 22 ₹19,317 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23 Duration Returns 1 Month 1.4% 3 Month -2.8% 6 Month 1.4% 1 Year -1.5% 3 Year 26.1% 5 Year 13.9% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% 2013 -4.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Pankaj Tibrewal 21 Jan 10 12.95 Yr. Arjun Khanna 30 Apr 22 0.67 Yr. Data below for Kotak Small Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 33.74% Consumer Cyclical 26.81% Basic Materials 20.27% Financial Services 5.22% Health Care 3.63% Technology 3.39% Real Estate 1.34% Consumer Defensive 1.28% Energy 0.28% Asset Allocation
Asset Class Value Cash 3.32% Equity 96.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV4% ₹357 Cr 4,186,972 Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 5325484% ₹305 Cr 5,620,490 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹279 Cr 1,440,380 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF3% ₹278 Cr 992,909 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹256 Cr 3,061,007
↑ 78,061 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL3% ₹249 Cr 963,836 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹243 Cr 1,978,982 Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 5099303% ₹241 Cr 988,175
↓ -2,595 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES3% ₹238 Cr 700,383
↑ 20,595 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS2% ₹207 Cr 533,840
↓ -6,101
निवेशकों को अपनी पसंद के SIP प्लान में निवेश करने की सलाह दी जाती है। उपर्युक्त शीर्ष 11 म्यूचुअल फंड सभी प्रकार के निवेशकों के लिए उपयुक्त हैं। तो, या तो आप एक उच्च जोखिम वाले हैंइन्वेस्टर या अपेक्षाकृत कम एक, ये एसआईपी फंड हैंनिवेश करने के लिए सर्वश्रेष्ठ म्युचुअल फंड. तो, प्रतीक्षा न करें, अभी निवेश करें!
सर्वोत्तम व्यवस्थित निवेश योजनाओं में निवेश करते समय विचार करने के लिए मानदंड
सबसे अच्छा प्रदर्शन करने वाले एसआईपी फंड का मूल्यांकन करने के लिए, आइए जानते हैं कि निवेश करने से पहले किन कारकों पर विचार करना चाहिए।
शीर्ष एसआईपी में निवेश करने के लिए मात्रात्मक कारक
एसआईपी के माध्यम से निवेश करने से पहले जिन मात्रात्मक कारकों पर विचार करना चाहिए, उनमें प्रदर्शन रेटिंग (क्रिसिल, वैल्यू रिसर्च आदि के अनुसार), फंड की उम्र, पिछले रिटर्न और फंड की अस्थिरता, व्यय अनुपात और एक्जिट लोड शामिल हैं।
शीर्ष एसआईपी में निवेश करने के लिए गुणात्मक कारक
विश्लेषण करने के लिए गुणात्मक प्रमुख आंकड़ों में फंड मैनेजर का ट्रैक रिकॉर्ड, फंड हाउस की प्रतिष्ठा और एसआईपी फंड की निवेश प्रक्रिया शामिल है।
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पूछे जाने वाले प्रश्न
1. म्यूचुअल फंड क्या हैं?
ए: म्युचुअल फंड सिस्टमैटिक इन्वेस्टमेंट प्लान या एसआईपी का एक हिस्सा हैं जो आमतौर पर बाद में उत्कृष्ट रिटर्न देते हैं। जब आपम्युचुअल फंड में निवेश, आप अपने निवेश पोर्टफोलियो में विविधता लाते हैं। एक म्युचुअल फंड को एक निवेश उपकरण माना जा सकता है जिसे द्वारा विकसित किया गया हैएसेट मैनेजमेंट कंपनी कई निवेशकों और कंपनियों के निवेश में पूलिंग करके।
2. म्यूचुअल फंड के विभिन्न प्रकार क्या हैं?
ए: म्युचुअल फंड को मोटे तौर पर निम्नलिखित प्रकारों में वर्गीकृत किया जा सकता है:
- इक्विटी या ग्रोथ फंड
- फिक्स्ड इनकम फंड याडेट फंड
- टैक्स सेविंग फंड
- लिक्विड फंड
- बैलेंस्ड फंड
- गिल्ट फंड
- एक्सचेंज-ट्रेडेड फंड याईटीएफ
3. ग्रोथ इक्विटी फंड क्या हैं?
ए: विकासइक्विटी फ़ंड सबसे आम म्यूचुअल फंड हैं। हालांकि, इस पोर्टफोलियो में अस्थिर निवेश शामिल होंगे। फिर भी, निवेशक अक्सर ग्रोथ इक्विटी फंडों को पसंद करते हैं क्योंकि इनमें अधिक रिटर्न होता है और इन्हें कम अवधि के लिए निवेश किया जा सकता है।
4. आपको डेट फंड में निवेश क्यों करना चाहिए?
ए: ये निवेश उन व्यक्तियों के लिए आदर्श हैं जो निवेश पर निश्चित रिटर्न की तलाश में हैं। निश्चित आय डिबेंचर, ऋण प्रतिभूतियों, वाणिज्यिक पत्रों और सरकारी प्रतिभूतियों से अर्जित की जा सकती है। म्युचुअल फंड विभिन्न प्रकार के निवेशों का एक पोर्टफोलियो तैयार करेंगे और जोखिम को कम करेंगे।
5. आपको SIP में निवेश क्यों करना चाहिए?
ए: एसआईपी निवेशक को सुनिश्चित आय प्रदान कर सकता है। यदि आप निष्क्रिय आय अर्जित करने में रुचि रखते हैं और यह सुनिश्चित करना चाहते हैं कि आपका निवेश नियमित आय उत्पन्न करे, तो आप एसआईपी में निवेश करने पर विचार कर सकते हैं। .
6. टैक्स सेविंग म्यूचुअल फंड में निवेश क्यों करें?
ए: यदि आप अपना विकास करना चाहते हैंराजधानी और साथ ही टैक्स छूट का आनंद लेना चाहते हैं, तो आप टैक्स सेविंग म्यूचुअल फंड में निवेश कर सकते हैं। अंतर्गतधारा 80सी काआयकर 1861 का अधिनियम, यदि आप इक्विटी-लिंक्ड टैक्स सेविंग म्यूचुअल फंड में निवेश करते हैं, तो आप अपने निवेश पर कर छूट का आनंद ले सकते हैं।
7. क्या मुझे म्युचुअल फंड में निवेश करने के लिए ब्रोकर की आवश्यकता है?
ए: निवेश में आपकी सहायता के लिए आपको किसी ब्रोकर या वित्तीय संस्थान के समर्थन की आवश्यकता होगी। आपको उपयुक्त एसआईपी की पहचान करने और यह सुनिश्चित करने के लिए समर्थन की आवश्यकता होगी कि निवेश सही तरीके से किया गया है।
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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