+91-22-489139095 ವರ್ಷಗಳ ಹೂಡಿಕೆಗಾಗಿ ಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಗಳು 2022
ಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಗಳು? ಅವರನ್ನು ಆಯ್ಕೆ ಮಾಡುವುದು ಹೇಗೆ? ಹೂಡಿಕೆದಾರರ ಮನಸ್ಸಿನಲ್ಲಿ ಉದ್ಭವಿಸುವ ಕೆಲವು ಸಾಮಾನ್ಯ ಪ್ರಶ್ನೆಗಳು ಇವು.SIP ಹೂಡಿಕೆ ಅತ್ಯಂತ ಶಿಸ್ತುಬದ್ಧವಾಗಿದೆಹೂಡಿಕೆ ಯಾವಾಗ ಆಯ್ಕೆಗಳುಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ. ಇದಲ್ಲದೆ, ಹೂಡಿಕೆಯ ಕನಿಷ್ಠ ಮೊತ್ತ ಎSIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ INR 500 ರಷ್ಟು ಕಡಿಮೆಯಾಗಿದೆ. ಇದು ಹೂಡಿಕೆ ಮಾಡುವಂತೆ ಮಾಡುತ್ತದೆಉನ್ನತ SIP ಹೆಚ್ಚು ಅನುಕೂಲಕರ ಯೋಜನೆಗಳು.
SIP ಹೂಡಿಕೆಯನ್ನು ಏಕೆ ಮಾಡಬೇಕು?
ನೀವು SIP ಹೂಡಿಕೆಯಲ್ಲಿ ಮಾಸಿಕ ಹೂಡಿಕೆಯನ್ನು ಪ್ರಾರಂಭಿಸಿದ ನಂತರ, ನಿಮ್ಮ ಹಣವು ಪ್ರತಿದಿನ ಬೆಳೆಯಲು ಪ್ರಾರಂಭಿಸುತ್ತದೆ (ಸ್ಟಾಕ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತಿದೆಮಾರುಕಟ್ಟೆ) ಇದು ನಿಮ್ಮ ಹಣವನ್ನು ಉಳಿಸುವುದಲ್ಲದೆ, ಬೆಳೆಯುತ್ತದೆ ಎಂದು ಖಚಿತಪಡಿಸುತ್ತದೆ. ಸರಕುಗಳ ಮೌಲ್ಯವು ಪ್ರತಿದಿನ ಹೆಚ್ಚುತ್ತಿರುವಂತೆ, ನಿಮ್ಮ ಹಣದ ಮೌಲ್ಯವೂ ಹೆಚ್ಚಾಗಬೇಕು ಎಂದು ನೀವು ಯೋಚಿಸುವುದಿಲ್ಲವೇ? ಸರಿ, SIPಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ನಿಮಗಾಗಿ ಅದನ್ನು ಮಾಡಿ.
ಈ ಹೂಡಿಕೆಯ ವಿಧಾನದಿಂದ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಎಲ್ಲಾ ಗುರಿಗಳನ್ನು ಪೂರೈಸಿಕೊಳ್ಳಬಹುದು. ಅದು ಮದುವೆ ಅಥವಾ ಹೊಸ ವಾಹನವನ್ನು ಖರೀದಿಸುವುದು, SIP ನಿಮಗೆ ಸುಲಭವಾಗಿಸುತ್ತದೆ. ನಿಮ್ಮ ಗುರಿಗಳ ಪ್ರಕಾರ (ಅಲ್ಪಾವಧಿಯ ಅಥವಾ ದೀರ್ಘಾವಧಿಯ) ಹೂಡಿಕೆಯನ್ನು ನೀವು ಪ್ರಾರಂಭಿಸಬಹುದು ಮತ್ತು ನಿರ್ದಿಷ್ಟ ಸಮಯದ ನಂತರ ಸಂಪತ್ತಿನ ಹೆಚ್ಚಳವನ್ನು ಸಾಧಿಸಬಹುದು. ಎಂಬ ಉಪಕರಣವಿದೆಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಇದನ್ನು ಬಳಸಿಕೊಂಡು ನೀವು ಒಂದು ನಿರ್ದಿಷ್ಟ ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ನೀವು ಹೂಡಿಕೆ ಮಾಡಬೇಕಾದ ಮೊತ್ತವನ್ನು ಸಹ ಲೆಕ್ಕ ಹಾಕಬಹುದು.
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FY 22 - 23 ರಲ್ಲಿ 5 ವರ್ಷಗಳ ಹೂಡಿಕೆಗಾಗಿ ಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಗಳು
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Below is the key information for DSP World Gold Fund Returns up to 1 year are on The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). Research Highlights for SBI Gold Fund Below is the key information for SBI Gold Fund Returns up to 1 year are on ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF).
However, there can be no assurance that the investment objectives of the Scheme will be realized. Research Highlights for ICICI Prudential Regular Gold Savings Fund Below is the key information for ICICI Prudential Regular Gold Savings Fund Returns up to 1 year are on To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund (HGETF). Research Highlights for HDFC Gold Fund Below is the key information for HDFC Gold Fund Returns up to 1 year are on To generate returns that closely correspond to returns generated by Axis Gold ETF. Research Highlights for Axis Gold Fund Below is the key information for Axis Gold Fund Returns up to 1 year are on An Open ended Fund of Funds Scheme with the investment objective to provide returns that tracks returns provided by Birla Sun Life Gold ETF (BSL Gold ETF). Research Highlights for Aditya Birla Sun Life Gold Fund Below is the key information for Aditya Birla Sun Life Gold Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES. Research Highlights for Nippon India Gold Savings Fund Below is the key information for Nippon India Gold Savings Fund Returns up to 1 year are on The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund. Research Highlights for Kotak Gold Fund Below is the key information for Kotak Gold Fund Returns up to 1 year are on The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Research Highlights for Franklin India Opportunities Fund Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU 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 (%) 2024 (%) DSP World Gold Fund Growth ₹47.8166
↑ 1.54 ₹1,498 500 33.8 63.2 126.1 45.4 21.3 15.9 SBI Gold Fund Growth ₹36.6966
↓ -0.03 ₹8,457 500 24.3 30.6 64.1 32.1 19.2 19.6 ICICI Prudential Regular Gold Savings Fund Growth ₹38.8161
↓ 0.00 ₹3,770 100 24.1 30.8 62 32 19.1 19.5 HDFC Gold Fund Growth ₹37.509
↓ -0.04 ₹7,092 300 24.3 30.3 63.8 31.9 19.1 18.9 Axis Gold Fund Growth ₹36.4138
↓ -0.08 ₹1,800 1,000 24.2 30 63.1 31.9 19.2 19.2 Aditya Birla Sun Life Gold Fund Growth ₹36.4956
↓ -0.07 ₹1,042 100 24.4 31.3 64.2 31.9 19.2 18.7 Nippon India Gold Savings Fund Growth ₹48.0006
↓ -0.03 ₹4,545 100 24.1 30.3 63.7 31.8 19 19 Kotak Gold Fund Growth ₹48.2277
↓ -0.06 ₹4,540 1,000 24.3 30.2 63.9 31.8 19 18.9 Franklin India Opportunities Fund Growth ₹262.306
↑ 2.73 ₹8,189 500 3.1 6.5 6.2 29 25.2 37.3 SBI PSU Fund Growth ₹33.767
↓ -0.19 ₹5,714 500 11 6.3 6.7 28.2 30.8 23.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 10 Funds showcased
Commentary DSP World Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Axis Gold Fund Aditya Birla Sun Life Gold Fund Nippon India Gold Savings Fund Kotak Gold Fund Franklin India Opportunities Fund SBI PSU Fund Point 1 Bottom quartile AUM (₹1,498 Cr). Highest AUM (₹8,457 Cr). Lower mid AUM (₹3,770 Cr). Upper mid AUM (₹7,092 Cr). Bottom quartile AUM (₹1,800 Cr). Bottom quartile AUM (₹1,042 Cr). Upper mid AUM (₹4,545 Cr). Lower mid AUM (₹4,540 Cr). Top quartile AUM (₹8,189 Cr). Upper mid AUM (₹5,714 Cr). Point 2 Established history (18+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (14+ yrs). Oldest track record among peers (25 yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 2★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 3★ (top quartile). Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 21.32% (upper mid). 5Y return: 19.24% (upper mid). 5Y return: 19.09% (bottom quartile). 5Y return: 19.11% (lower mid). 5Y return: 19.22% (upper mid). 5Y return: 19.22% (lower mid). 5Y return: 18.95% (bottom quartile). 5Y return: 19.01% (bottom quartile). 5Y return: 25.22% (top quartile). 5Y return: 30.83% (top quartile). Point 6 3Y return: 45.39% (top quartile). 3Y return: 32.11% (top quartile). 3Y return: 32.01% (upper mid). 3Y return: 31.91% (upper mid). 3Y return: 31.90% (upper mid). 3Y return: 31.87% (lower mid). 3Y return: 31.84% (lower mid). 3Y return: 31.77% (bottom quartile). 3Y return: 28.95% (bottom quartile). 3Y return: 28.23% (bottom quartile). Point 7 1Y return: 126.05% (top quartile). 1Y return: 64.06% (upper mid). 1Y return: 62.04% (bottom quartile). 1Y return: 63.77% (upper mid). 1Y return: 63.13% (lower mid). 1Y return: 64.20% (top quartile). 1Y return: 63.73% (lower mid). 1Y return: 63.92% (upper mid). 1Y return: 6.21% (bottom quartile). 1Y return: 6.75% (bottom quartile). Point 8 Alpha: -4.16 (bottom quartile). 1M return: 3.81% (lower mid). 1M return: 4.16% (upper mid). 1M return: 4.18% (upper mid). 1M return: 4.07% (upper mid). 1M return: 4.26% (top quartile). 1M return: 3.72% (bottom quartile). 1M return: 3.97% (lower mid). Alpha: 0.68 (top quartile). Alpha: -0.58 (bottom quartile). Point 9 Sharpe: 1.83 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Sharpe: 0.06 (bottom quartile). Sharpe: 0.09 (bottom quartile). Point 10 Information ratio: -1.04 (bottom quartile). Sharpe: 2.42 (upper mid). Sharpe: 2.38 (lower mid). Sharpe: 2.41 (lower mid). Sharpe: 2.42 (upper mid). Sharpe: 2.45 (top quartile). Sharpe: 2.41 (upper mid). Sharpe: 2.49 (top quartile). Information ratio: 1.78 (top quartile). Information ratio: -0.57 (bottom quartile). DSP World Gold Fund
SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
Axis Gold Fund
Aditya Birla Sun Life Gold Fund
Nippon India Gold Savings Fund
Kotak Gold Fund
Franklin India Opportunities Fund
SBI PSU Fund
ಸಿಎಜಿಆರ್ 3 ವರ್ಷಗಳಿಗೂ ಹೆಚ್ಚಿನ ಆದಾಯ ಮತ್ತು ನಿಧಿಯು ಕನಿಷ್ಟ 3 ವರ್ಷಗಳ ಮಾರುಕಟ್ಟೆ ಇತಿಹಾಸವನ್ನು (ನಿಧಿಯ ವಯಸ್ಸು) ಹೊಂದಿದೆ ಮತ್ತು ನಿರ್ವಹಣೆಯ ಅಡಿಯಲ್ಲಿ ಕನಿಷ್ಠ 500 ಕೋಟಿ ಆಸ್ತಿಯನ್ನು ಹೊಂದಿರುತ್ತದೆ.1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (26 Nov 25) ₹47.8166 ↑ 1.54 (3.32 %) Net Assets (Cr) ₹1,498 on 31 Oct 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.83 Information Ratio -1.04 Alpha Ratio -4.16 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 12.4% 3 Month 33.8% 6 Month 63.2% 1 Year 126.1% 3 Year 45.4% 5 Year 21.3% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% Fund Manager information for DSP World Gold Fund
Name Since Tenure Data below for DSP World Gold Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Gold Fund
SBI Gold Fund
Growth Launch Date 12 Sep 11 NAV (27 Nov 25) ₹36.6966 ↓ -0.03 (-0.09 %) Net Assets (Cr) ₹8,457 on 31 Oct 25 Category Gold - Gold AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.3 Sharpe Ratio 2.42 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 3.8% 3 Month 24.3% 6 Month 30.6% 1 Year 64.1% 3 Year 32.1% 5 Year 19.2% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.6% 2023 14.1% 2022 12.6% 2021 -5.7% 2020 27.4% 2019 22.8% 2018 6.4% 2017 3.5% 2016 10% 2015 -8.1% Fund Manager information for SBI Gold Fund
Name Since Tenure Data below for SBI Gold Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. ICICI Prudential Regular Gold Savings Fund
ICICI Prudential Regular Gold Savings Fund
Growth Launch Date 11 Oct 11 NAV (27 Nov 25) ₹38.8161 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹3,770 on 31 Oct 25 Category Gold - Gold AMC ICICI Prudential Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.38 Sharpe Ratio 2.38 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-15 Months (2%),15 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Regular Gold Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 4.2% 3 Month 24.1% 6 Month 30.8% 1 Year 62% 3 Year 32% 5 Year 19.1% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 13.5% 2022 12.7% 2021 -5.4% 2020 26.6% 2019 22.7% 2018 7.4% 2017 0.8% 2016 8.9% 2015 -5.1% Fund Manager information for ICICI Prudential Regular Gold Savings Fund
Name Since Tenure Data below for ICICI Prudential Regular Gold Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Gold Fund
HDFC Gold Fund
Growth Launch Date 24 Oct 11 NAV (27 Nov 25) ₹37.509 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹7,092 on 31 Oct 25 Category Gold - Gold AMC HDFC Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.49 Sharpe Ratio 2.41 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 4.2% 3 Month 24.3% 6 Month 30.3% 1 Year 63.8% 3 Year 31.9% 5 Year 19.1% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.9% 2023 14.1% 2022 12.7% 2021 -5.5% 2020 27.5% 2019 21.7% 2018 6.6% 2017 2.8% 2016 10.1% 2015 -7.3% Fund Manager information for HDFC Gold Fund
Name Since Tenure Data below for HDFC Gold Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Axis Gold Fund
Axis Gold Fund
Growth Launch Date 20 Oct 11 NAV (27 Nov 25) ₹36.4138 ↓ -0.08 (-0.21 %) Net Assets (Cr) ₹1,800 on 31 Oct 25 Category Gold - Gold AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.5 Sharpe Ratio 2.43 Information Ratio 0 Alpha Ratio 0 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 Returns for Axis Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 4.1% 3 Month 24.2% 6 Month 30% 1 Year 63.1% 3 Year 31.9% 5 Year 19.2% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.2% 2023 14.7% 2022 12.5% 2021 -4.7% 2020 26.9% 2019 23.1% 2018 8.3% 2017 0.7% 2016 10.7% 2015 -11.9% Fund Manager information for Axis Gold Fund
Name Since Tenure Data below for Axis Gold Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Aditya Birla Sun Life Gold Fund
Aditya Birla Sun Life Gold Fund
Growth Launch Date 20 Mar 12 NAV (27 Nov 25) ₹36.4956 ↓ -0.07 (-0.20 %) Net Assets (Cr) ₹1,042 on 31 Oct 25 Category Gold - Gold AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.51 Sharpe Ratio 2.45 Information Ratio 0 Alpha Ratio 0 Min Investment 100 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 Returns for Aditya Birla Sun Life Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 4.3% 3 Month 24.4% 6 Month 31.3% 1 Year 64.2% 3 Year 31.9% 5 Year 19.2% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 14.5% 2022 12.3% 2021 -5% 2020 26% 2019 21.3% 2018 6.8% 2017 1.6% 2016 11.5% 2015 -7.2% Fund Manager information for Aditya Birla Sun Life Gold Fund
Name Since Tenure Data below for Aditya Birla Sun Life Gold Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Nippon India Gold Savings Fund
Nippon India Gold Savings Fund
Growth Launch Date 7 Mar 11 NAV (27 Nov 25) ₹48.0006 ↓ -0.03 (-0.07 %) Net Assets (Cr) ₹4,545 on 31 Oct 25 Category Gold - Gold AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.35 Sharpe Ratio 2.41 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (2%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Gold Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 3.7% 3 Month 24.1% 6 Month 30.3% 1 Year 63.7% 3 Year 31.8% 5 Year 19% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 19% 2023 14.3% 2022 12.3% 2021 -5.5% 2020 26.6% 2019 22.5% 2018 6% 2017 1.7% 2016 11.6% 2015 -8.1% Fund Manager information for Nippon India Gold Savings Fund
Name Since Tenure Data below for Nippon India Gold Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Kotak Gold Fund
Kotak Gold Fund
Growth Launch Date 25 Mar 11 NAV (27 Nov 25) ₹48.2277 ↓ -0.06 (-0.12 %) Net Assets (Cr) ₹4,540 on 31 Oct 25 Category Gold - Gold AMC Kotak Mahindra Asset Management Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.5 Sharpe Ratio 2.49 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 4% 3 Month 24.3% 6 Month 30.2% 1 Year 63.9% 3 Year 31.8% 5 Year 19% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.9% 2023 13.9% 2022 11.7% 2021 -4.7% 2020 26.6% 2019 24.1% 2018 7.3% 2017 2.5% 2016 10.2% 2015 -8.4% Fund Manager information for Kotak Gold Fund
Name Since Tenure Data below for Kotak Gold Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (26 Nov 25) ₹262.306 ↑ 2.73 (1.05 %) Net Assets (Cr) ₹8,189 on 31 Oct 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.06 Information Ratio 1.78 Alpha Ratio 0.68 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 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.4% 3 Month 3.1% 6 Month 6.5% 1 Year 6.2% 3 Year 29% 5 Year 25.2% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.3% 2023 53.6% 2022 -1.9% 2021 29.7% 2020 27.3% 2019 5.4% 2018 -10.1% 2017 35.6% 2016 4.2% 2015 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Data below for Franklin India Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (27 Nov 25) ₹33.767 ↓ -0.19 (-0.55 %) Net Assets (Cr) ₹5,714 on 31 Oct 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.09 Information Ratio -0.57 Alpha Ratio -0.58 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 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 2.7% 3 Month 11% 6 Month 6.3% 1 Year 6.7% 3 Year 28.2% 5 Year 30.8% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% 2015 -11.1% Fund Manager information for SBI PSU Fund
Name Since Tenure Data below for SBI PSU Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ಮ್ಯೂಚುವಲ್ ಫಂಡ್ SIP ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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