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2022 के लिए 11 सर्वश्रेष्ठ प्रदर्शन करने वाले SIP - Fincash

फिनकैश »म्यूचुअल फंड्स »शीर्ष 11 एसआईपी फंड

एसआईपी 2022 के लिए 11 सर्वश्रेष्ठ म्युचुअल फंड

Updated on January 23, 2023 , 234780 views

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।

Best SIP Plans

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Technology Fund Growth ₹137.37
↓ -0.97
₹8,794 100 2.85-12.630.621.4-23.2
SBI Technology Opportunities Fund Growth ₹144.853
↓ -0.55
₹2,741 500 6.210.4-1.926.720.8-15.5
TATA Digital India Fund Growth ₹32.2986
↓ -0.26
₹6,464 150 1.94.4-12.426.520.6-23.3
Aditya Birla Sun Life Digital India Fund Growth ₹119.51
↓ -1.25
₹3,244 100 2.25.6-11.126.720-21.6
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,124 100 2.913.638.921.919.2
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
PGIM India Midcap Opportunities Fund Growth ₹42.59
↓ -0.57
₹7,558 1,000 -4.30.7-1.429.515.5-1.7
Franklin India Technology Fund Growth ₹294.713
↑ 1.19
₹679 500 6.24.6-1118.615.2-22.3
IIFL Focused Equity Fund Growth ₹30.1701
↓ -0.35
₹3,417 1,000 -0.480.317.214.6-0.9
ICICI Prudential US Bluechip Equity Fund Growth ₹46.75
↓ -0.09
₹2,121 100 14.47.43.313.114.1-7.1
Kotak Small Cap Fund Growth ₹159.855
↓ -1.18
₹8,498 1,000 -2.81.4-1.526.113.9-3.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jan 23
*सर्वश्रेष्ठ म्युचुअल फंड एसआईपी की सूची जिसमें शुद्ध संपत्ति/एयूएम से अधिक है200 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

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 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% .

Below is the key information for ICICI Prudential Technology Fund

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.

DateValue
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

ICICI Prudential 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for ICICI Prudential 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 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Vaibhav Dusad2 May 202.67 Yr.
Sharmila D’mello30 Jun 220.51 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology80%
Communication Services13.78%
Industrials1.98%
Consumer Cyclical1.46%
Financial Services0.21%
Energy0.1%
Consumer Defensive0.05%
Asset Allocation
Asset ClassValue
Cash2.41%
Equity97.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
34%₹3,212 Cr19,645,184
↑ 1,432,476
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
18%₹1,652 Cr4,872,492
↑ 3,710
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹948 Cr8,462,176
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹712 Cr8,384,200
↑ 720,201
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
5%₹454 Cr11,146,084
↓ -3,478,614
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
3%₹324 Cr3,011,906
↓ -268,878
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
2%₹194 Cr401,895
↑ 61,390
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL
2%₹141 Cr5,340,571
↑ 1,735,008
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹102 Cr43,600
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
1%₹74 Cr1,590,489

2. SBI Technology Opportunities Fund

(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 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% .

Below is the key information for SBI Technology Opportunities Fund

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.

DateValue
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

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Saurabh Pant1 Jan 221 Yr.
Mohit Jain1 Jan 221 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology75.23%
Communication Services20.08%
Consumer Cyclical0.39%
Health Care0.21%
Consumer Defensive0.19%
Industrials0.14%
Utility0.04%
Financial Services0.02%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
30%₹850 Cr5,200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
13%₹373 Cr1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
10%₹280 Cr3,300,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
7%₹200 Cr157,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
7%₹191 Cr1,700,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
6%₹181 Cr78,955
↓ -13,045
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹127 Cr65,000
↓ -27,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
4%₹125 Cr3,080,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 532755
3%₹89 Cr830,000
Invesco QQQ Trust
- | QQQ
3%₹78 Cr34,000

3. TATA Digital India Fund

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 CAGR/Annualized return of 18% since its launch.  Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% .

Below is the key information for TATA Digital India Fund

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 Not Rated
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.

DateValue
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

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Meeta Shetty9 Mar 211.82 Yr.
Venkat Samala26 Nov 202.1 Yr.

Data below for TATA Digital India Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology77.43%
Communication Services10.43%
Industrials3.95%
Consumer Cyclical1.5%
Asset Allocation
Asset ClassValue
Cash6.69%
Equity93.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
26%₹1,793 Cr10,964,598
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
17%₹1,161 Cr3,423,371
↑ 730,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹646 Cr5,765,373
↑ 250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
8%₹511 Cr6,019,200
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
7%₹448 Cr925,479
↓ -6,839
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
6%₹440 Cr4,087,094
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹204 Cr5,013,632
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
2%₹106 Cr254,212
↓ -75,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
2%₹103 Cr1,230,889
↑ 50,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
1%₹78 Cr194,830

4. Aditya Birla Sun Life Digital India Fund

(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 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% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

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.

DateValue
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

Aditya Birla Sun Life Digital India 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 Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Kunal Sangoi15 Jan 148.97 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology79.35%
Communication Services10.1%
Industrials6.79%
Consumer Cyclical2.21%
Financial Services0.66%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
26%₹879 Cr5,378,401
↓ -50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹354 Cr1,045,450
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
9%₹311 Cr2,771,227
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹276 Cr2,563,833
↓ -300,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
6%₹208 Cr430,179
↓ -40
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹201 Cr2,364,697
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
3%₹111 Cr275,281
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹109 Cr1,306,398
↑ 84,673
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Jun 21 | ZEEL
3%₹86 Cr3,236,967
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
2%₹73 Cr1,800,817
↓ -400,000

5. Principal Emerging Bluechip Fund

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 CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,901
31 Dec 19₹9,503
31 Dec 20₹11,623

Principal Emerging Bluechip 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 Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Sundaram Select Focus Fund

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 CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹10,116
31 Dec 19₹11,631
31 Dec 20₹13,017

Sundaram Select Focus 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 Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. PGIM India Midcap Opportunities Fund

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 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% .

Below is the key information for PGIM India Midcap Opportunities Fund

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.

DateValue
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

PGIM India Midcap Opportunities 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 PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Aniruddha Naha1 Jun 211.59 Yr.
Puneet Pal16 Jul 220.46 Yr.
Vivek Sharma1 Jun 211.59 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials23.83%
Financial Services20.03%
Consumer Cyclical17.26%
Basic Materials10.97%
Health Care6.83%
Consumer Defensive4.95%
Technology3.94%
Real Estate3.25%
Utility1.33%
Communication Services1.24%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.62%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
4%₹299 Cr905,274
↑ 52,793
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹291 Cr1,808,204
↑ 750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK
4%₹286 Cr3,000,000
↓ -445,500
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
4%₹286 Cr2,022,298
↑ 150,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | 500233
3%₹262 Cr2,276,766
↑ 781,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA
3%₹246 Cr1,429,700
↑ 425,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹227 Cr1,247,176
Canara Bank (Financial Services)
Equity, Since 31 Oct 22 | 532483
3%₹221 Cr7,035,000
↑ 800,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹216 Cr3,948,000
↑ 200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹209 Cr15,906,857
↑ 2,406,857

8. 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 (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.

DateValue
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

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 25 Jan 23

DurationReturns
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
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 0715.84 Yr.
Varun Sharma30 Nov 157.09 Yr.
Sandeep Manam18 Oct 211.21 Yr.

Data below for Franklin India Technology Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology64.98%
Communication Services15.41%
Consumer Cyclical9.8%
Industrials3.06%
Financial Services2.91%
Basic Materials0.82%
Real Estate0.28%
Health Care0.15%
Energy0.04%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash2.12%
Equity97.59%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
17%₹118 Cr722,794
↓ -5,751
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
13%₹95 Cr280,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
10%₹70 Cr628,738
↓ -1,262
Franklin Technology I Acc USD
Investment Fund | -
8%₹59 Cr175,810
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹47 Cr558,417
↓ -12,408
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹31 Cr284,336
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
3%₹24 Cr60,265
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹21 Cr255,722
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹20 Cr3,044,107
↑ 243,939
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹20 Cr82,135

9. IIFL Focused Equity Fund

(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 CAGR/Annualized return of 14.3% since its launch.  Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% .

Below is the key information for IIFL Focused Equity Fund

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 Not Rated
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.

DateValue
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

IIFL Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for IIFL Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Mayur Patel11 Nov 193.14 Yr.

Data below for IIFL Focused Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services33.85%
Industrials13.72%
Consumer Cyclical12.88%
Technology8.87%
Basic Materials8.26%
Health Care6.22%
Communication Services5.03%
Consumer Defensive2.86%
Utility2.76%
Energy1.96%
Asset Allocation
Asset ClassValue
Cash3.58%
Equity96.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹313 Cr3,287,614
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹300 Cr1,866,907
↑ 127,716
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹227 Cr1,390,858
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹171 Cr2,020,031
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
5%₹166 Cr1,845,709
↑ 157,469
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹163 Cr784,154
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹157 Cr2,603,526
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
3%₹116 Cr2,643,181
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 22 | 500480
3%₹107 Cr758,163
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO
3%₹100 Cr896,883

10. ICICI Prudential US Bluechip Equity Fund

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 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% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

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.

DateValue
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

ICICI Prudential US Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential US Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Rohan Maru19 Sep 139.29 Yr.
Sharmila D’mello1 Jul 220.5 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology28.8%
Industrials18.12%
Financial Services13.17%
Consumer Cyclical10.92%
Health Care10.77%
Communication Services10.31%
Basic Materials3.64%
Consumer Defensive1.37%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity97.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Etsy Inc (Consumer Cyclical)
Equity, Since 31 Mar 22 | ETSY
3%₹83 Cr76,696
↓ -5,925
Wells Fargo & Co (Financial Services)
Equity, Since 30 Jun 16 | WFC
3%₹76 Cr193,795
↓ -15,190
Microsoft Corp (Technology)
Equity, Since 30 Jun 16 | MSFT
3%₹73 Cr35,114
Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA
3%₹73 Cr49,907
↓ -600
MercadoLibre Inc (Consumer Cyclical)
Equity, Since 31 Dec 21 | MELI
3%₹72 Cr9,536
Veeva Systems Inc Class A (Healthcare)
Equity, Since 31 Oct 21 | VEEV
3%₹72 Cr46,566
The Walt Disney Co (Communication Services)
Equity, Since 31 Dec 21 | DIS
3%₹71 Cr88,803
↑ 22,125
Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Mar 21 | META
3%₹68 Cr70,922
↑ 16,700
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹68 Cr27,263
↓ -3,607
Equifax Inc (Industrials)
Equity, Since 30 Sep 21 | EFX
3%₹67 Cr41,664
↓ -1,580

11. Kotak Small Cap Fund

(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 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% .

Below is the key information for Kotak Small Cap Fund

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.

DateValue
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

Kotak 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Kotak 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 25 Jan 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.95 Yr.
Arjun Khanna30 Apr 220.67 Yr.

Data below for Kotak Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials33.74%
Consumer Cyclical26.81%
Basic Materials20.27%
Financial Services5.22%
Health Care3.63%
Technology3.39%
Real Estate1.34%
Consumer Defensive1.28%
Energy0.28%
Asset Allocation
Asset ClassValue
Cash3.32%
Equity96.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹357 Cr4,186,972
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
4%₹305 Cr5,620,490
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹279 Cr1,440,380
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹278 Cr992,909
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹256 Cr3,061,007
↑ 78,061
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
3%₹249 Cr963,836
Blue Star Ltd (Industrials)
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2%₹207 Cr533,840
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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।

Factors-Determining-top-11-sip

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।

एसआईपी एमएफ ऑनलाइन में निवेश कैसे करें?

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आज ही SIP के साथ अपनी निवेश यात्रा शुरू करें!

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:

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।

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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