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3 सर्वोत्तम IDBI SIP म्युच्युअल फंड 2022 - Fincash

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3 सर्वोत्कृष्ट IDBI SIP म्युच्युअल फंड 2022

Updated on May 17, 2025 , 12082 views

IDBISIP सर्वात कार्यक्षम मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा. SIP किंवा पद्धतशीरगुंतवणूक योजना ए सारखे कार्य करतेआवर्ती ठेव, ज्यामध्ये तुम्हाला ठराविक अंतरासाठी मासिक थोडे पैसे गुंतवणे आवश्यक आहे.

एसआयपी ही सर्वात परवडणारी गुंतवणुकीची पद्धत असल्याने कोणीही सुरुवात करू शकतोगुंतवणूक फक्त INR 500. SIP सह, कोणीही त्यांची योजना देखील करू शकतोआर्थिक उद्दिष्टे जसेनिवृत्ती नियोजन, लग्न, घर/कार खरेदी, उच्च शिक्षण इ.

IDBI

गुंतवणुकदार गुंतवणूक करण्याचा विचार करत आहेतइक्विटी फंड, गुंतवणूक करण्यासाठी आदर्श मार्गाने SIP. ते इक्विटीचे नुकसान संतुलित करतातबाजार आणि स्थिर परतावा देण्याची खात्री करा.

आयडीबीआय म्युच्युअल फंड एसआयपीची निवड का करावी?

च्या बहुतेक म्युच्युअल फंड योजनाIDBI म्युच्युअल फंड SIP पर्याय आहे. एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅन ही एक गुंतवणूक पद्धत आहे जिथे ठराविक रक्कम म्युच्युअल फंड योजनेत नियमित अंतराने जमा केली जाते. गुंतवणुकीच्या एसआयपी पद्धतीचा वापर करून, बचतीची रक्कम त्याच्या/तिच्या खिशाला चुटकीसरशी करणार नाही याची खात्री करू शकते. व्यक्ती SIP मध्ये गुंतवणूक करू शकतातम्युच्युअल फंड ऑफलाइन मोडद्वारे किंवा ऑनलाइन मोडद्वारे.

SIP चे काही फायदे आहेत:

  • रुपयाची सरासरी किंमत
  • कंपाउंडिंगची शक्ती
  • दीर्घकालीन बचतीची सवय
  • लवचिक आणि परवडणारे
  • बाजाराला वेळ देण्याची गरज नाही

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इक्विटीजसाठी IDBI म्युच्युअल फंड द्वारे सर्वोत्तम SIP म्युच्युअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI Midcap Fund Growth ₹28.2202
↓ -0.36
₹306 500 11.30.29.224.52929.1
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹382 500 10.213.213.522.712
IDBI Small Cap Fund Growth ₹29.2309
↓ -0.18
₹518 500 8-7.64.422.334.540
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 25

1. IDBI Midcap Fund

The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized.

IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Return for 2024 was 29.1% , 2023 was 35.9% and 2022 was -4.1% .

Below is the key information for IDBI Midcap Fund

IDBI Midcap Fund
Growth
Launch Date 25 Jan 17
NAV (20 May 25) ₹28.2202 ↓ -0.36   (-1.25 %)
Net Assets (Cr) ₹306 on 30 Apr 25
Category Equity - Mid Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.05
Information Ratio -1.05
Alpha Ratio 0.32
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
30 Apr 20₹10,000
30 Apr 21₹16,361
30 Apr 22₹18,944
30 Apr 23₹19,082
30 Apr 24₹28,904
30 Apr 25₹30,588

IDBI Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for IDBI Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25

DurationReturns
1 Month 8.4%
3 Month 11.3%
6 Month 0.2%
1 Year 9.2%
3 Year 24.5%
5 Year 29%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29.1%
2023 35.9%
2022 -4.1%
2021 36.6%
2020 24.3%
2019 -2.5%
2018 -14.5%
2017
2016
2015
Fund Manager information for IDBI Midcap Fund
NameSinceTenure
Karan Doshi31 Jul 231.75 Yr.
Dikshit Mittal31 Jul 231.75 Yr.

Data below for IDBI Midcap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical26.71%
Industrials19.22%
Financial Services14.3%
Basic Materials9.15%
Technology7.72%
Health Care6.51%
Consumer Defensive4.65%
Communication Services4.23%
Real Estate2.44%
Utility1.85%
Energy1.41%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹12 Cr143,945
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA
3%₹9 Cr105,773
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK
3%₹9 Cr449,570
SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF
3%₹8 Cr28,237
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500251
3%₹8 Cr16,206
↓ -2,942
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹8 Cr253,539
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500850
3%₹8 Cr97,473
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 506395
2%₹7 Cr31,880
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM
2%₹7 Cr12,978
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974
2%₹6 Cr49,316
↓ -4,457

2. IDBI Diversified Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing in a diversified portfolio of Equity and Equity related Instruments across market capitalization. However there can be no assurance that the investment objective under the Scheme will be realized

IDBI Diversified Equity Fund is a Equity - Multi Cap fund was launched on 28 Mar 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 56 in Multi Cap category. .

Below is the key information for IDBI Diversified Equity Fund

IDBI Diversified Equity Fund
Growth
Launch Date 28 Mar 14
NAV (28 Jul 23) ₹37.99 ↑ 0.14   (0.37 %)
Net Assets (Cr) ₹382 on 30 Jun 23
Category Equity - Multi Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.01
Information Ratio -0.53
Alpha Ratio -1.07
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
30 Apr 20₹10,000
30 Apr 21₹14,544
30 Apr 22₹18,055
30 Apr 23₹18,478

IDBI Diversified 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI Diversified 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 20 May 25

DurationReturns
1 Month 2.4%
3 Month 10.2%
6 Month 13.2%
1 Year 13.5%
3 Year 22.7%
5 Year 12%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for IDBI Diversified Equity Fund
NameSinceTenure

Data below for IDBI Diversified Equity Fund as on 30 Jun 23

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

3. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (20 May 25) ₹29.2309 ↓ -0.18   (-0.61 %)
Net Assets (Cr) ₹518 on 30 Apr 25
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.07
Information Ratio -0.26
Alpha Ratio 5.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹18,100
30 Apr 22₹24,313
30 Apr 23₹25,270
30 Apr 24₹37,716
30 Apr 25₹38,352

IDBI 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 ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for IDBI 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 20 May 25

DurationReturns
1 Month 3.4%
3 Month 8%
6 Month -7.6%
1 Year 4.4%
3 Year 22.3%
5 Year 34.5%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 40%
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Nikhil Rungta1 Jul 240.83 Yr.
Mahesh Bendre1 Jul 240.83 Yr.

Data below for IDBI Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials34.47%
Consumer Cyclical18.99%
Basic Materials9.6%
Consumer Defensive8.03%
Utility6.81%
Financial Services5.3%
Health Care4.9%
Technology4.1%
Communication Services3.36%
Real Estate0.41%
Energy0.01%
Asset Allocation
Asset ClassValue
Cash4%
Equity96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN
3%₹17 Cr401,251
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
3%₹16 Cr2,506,932
↑ 480,066
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO
3%₹16 Cr711,662
↓ -40,456
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974
3%₹15 Cr115,327
↑ 8,520
TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS
3%₹14 Cr327,391
↑ 11,229
Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER
3%₹14 Cr270,441
Hindustan Foods Ltd (Industrials)
Equity, Since 31 Jul 24 | 519126
2%₹12 Cr220,054
↑ 74,304
International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL
2%₹12 Cr337,832
Praveg Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Dec 24 | 531637
2%₹12 Cr212,056
↑ 16,354
Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | NAVKARCORP
2%₹11 Cr1,084,277

SIP गुंतवणूक कशी वाढते?

आपले कसे हे जाणून घ्यायचे आहेएसआयपी गुंतवणूक तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास वाढ होईल? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.

SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर

SIP कॅल्क्युलेटर सहसा गुंतवणूक करू इच्छित असलेल्या SIP गुंतवणुकीची रक्कम(ध्येय), आवश्यक गुंतवणुकीची वर्षांची संख्या, अपेक्षित असे इनपुट घेतात.महागाई दर (याचा हिशेब असणे आवश्यक आहे!) आणि अपेक्षित परतावा. म्हणून, एक ध्येय साध्य करण्यासाठी आवश्यक असलेल्या SIP परताव्याची गणना करू शकते!

समजा, तुम्ही 10 रुपये गुंतवले तर,000 10 वर्षांसाठी, तुमची SIP गुंतवणूक कशी वाढते ते पहा-

मासिक गुंतवणूक: INR 10,000

गुंतवणुकीचा कालावधी: 10 वर्षे

एकूण गुंतवणूक केलेली रक्कम: INR 12,00,000

दीर्घकालीन वाढीचा दर (अंदाजे): १५%

नुसार अपेक्षित परतावासिप कॅल्क्युलेटर: 27,86,573 रुपये

निव्वळ नफा: 15,86,573 रुपये (निरपेक्ष परतावा= 132.2%)

वरील गणिते दाखवतात की जर तुम्ही 10 वर्षांसाठी मासिक 10,000 रुपये गुंतवले तर (एकूण INR12,00,000) तुम्ही कमवालINR 27,86,573, याचा अर्थ तुम्ही कमावलेला निव्वळ नफा आहेINR १५,८६,५७३. छान आहे ना!

IDBI SIP MF मध्ये ऑनलाइन गुंतवणूक कशी करावी?

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    सुरु करूया

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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