+91-22-48913909SIP 2022 - 2023 साठी भारतातील सर्वोत्तम म्युच्युअल फंड
एक पद्धतशीरगुंतवणूक योजना (SIP) हा सर्वात प्रभावी मार्ग मानला जातोम्युच्युअल फंडात गुंतवणूक करा, विशेषतः लांब साठी -मुदत योजना. दीर्घकालीन बचत योजना लागू करण्यासाठी गुंतवणूकदारांना दर महिन्याच्या एका विशिष्ट तारखेला युनिट खरेदी करण्याची परवानगी देते. गुंतवणूकदारांना सोयीस्कर वाटण्याचे एक कारण आहेगुंतवणूक SIP मध्ये ते देतात लवचिकता. गुंतवणूकदार करू शकतातSIP मध्ये गुंतवणूक करा एकतर मासिक, त्रैमासिक किंवा साप्ताहिक वरआधार, त्यांच्या सोयीनुसार. ते कसे साध्य करू शकतात याबद्दल अधिक जाणून घेऊयाआर्थिक उद्दिष्टे पद्धतशीर गुंतवणूक योजनांसह, कसेसिप कॅल्क्युलेटर सोबत गुंतवणुकीसाठी उपयुक्त आहेसर्वोत्तम म्युच्युअल फंड SIP साठी भारतात.
SIP- आर्थिक उद्दिष्टे साध्य करण्याचा इष्टतम मार्ग
SIP ची रचना अशा प्रकारे केली आहे की एखादी व्यक्ती त्यांच्या गुंतवणुकीची पूर्व-नियोजन करू शकते आणि त्यांच्या आर्थिक उद्दिष्टांनुसार गुंतवणूक करू शकते. परंतु, एसआयपीद्वारे उद्दिष्टे साध्य करण्यासाठी दीर्घकाळ गुंतवणूक करावी लागते. साधारणपणे, SIP चा वापर मोठ्या प्रमाणावर लक्ष्यांच्या नियोजनासाठी केला जातो जसे-
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किमान INR 500 आणि INR 1000 एवढ्या रकमेतून कोणीही SIP मध्ये गुंतवणूक करण्यास सुरुवात करू शकते. एकदा का तुम्ही SIP मध्ये गुंतवणूक करायला सुरुवात केली की तुमचे पैसे स्टॉकच्या संपर्कात आल्याने दररोज जाऊ लागतात.बाजार. म्हणूनच मार्ग म्हणून SIPs ला प्राधान्य दिले जातेइक्विटी फंड. शिवाय, ऐतिहासिकदृष्ट्या, इक्विटी स्टॉकमधील गुंतवणुकीने इतर सर्व मालमत्ता वर्गांमध्ये प्रभावी परतावा दिला आहे, जर गुंतवणूक शिस्तीने आणि दीर्घकालीन क्षितिजासह केली गेली असेल.
इक्विटीमधील एसआयपी बाजाराच्या वेळेचा धोका टाळण्यास आणि गुंतवणुकीच्या खर्चाची सरासरी काढून संपत्ती निर्माण करण्यास मदत करते. आणखी काही पाहूSIP चे फायदे जे दीर्घकालीन उद्दिष्टे साध्य करण्यात मदत करते:
कंपाउंडिंगची शक्ती- जेव्हा तुम्ही फक्त मुद्दलावर व्याज मिळवता तेव्हा साधे व्याज असते. चक्रवाढ व्याजाच्या बाबतीत, व्याजाची रक्कम मुद्दलामध्ये जोडली जाते आणि व्याज नवीन मुद्दल (जुने मुद्दल अधिक नफा) वर मोजले जाते. ही प्रक्रिया प्रत्येक वेळी चालू राहते. मध्ये SIP पासूनम्युच्युअल फंड हप्त्यांमध्ये आहेत, ते चक्रवाढ आहेत, जे सुरुवातीला गुंतवलेल्या रकमेमध्ये अधिक जोडतात.
जोखीम कमी करणे- एसआयपी दीर्घ कालावधीसाठी पसरलेली असते हे लक्षात घेता, शेअर बाजारातील सर्व कालावधी, चढ-उतार आणि सर्वात महत्त्वाचे म्हणजे मंदीचा समावेश होतो. मंदीच्या काळात, जेव्हा बहुतेक गुंतवणूकदारांना भीती वाटते तेव्हा, गुंतवणूकदार “कमी” खरेदी करतात याची खात्री करून SIP हप्ते चालू राहतात.
SIP ची सोय- सुविधा हा SIP चा सर्वात मोठा फायदा आहे. वापरकर्त्यास एकदाच साइन-अप करावे लागेल आणि कागदपत्रांमधून जावे लागेल. एकदा पूर्ण झाल्यानंतर, त्यानंतरच्या गुंतवणुकीसाठी डेबिट आपोआप होतात आणिगुंतवणूकदार फक्त गुंतवणुकीचे निरीक्षण करावे लागेल.
SIP 2022 - 2023 साठी भारतातील सर्वोत्तम म्युच्युअल फंड
SIP साठी सर्वोत्तम लार्ज कॅप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Large Cap Fund Growth ₹86.5421
↓ -1.80 ₹46,521 100 -7.6 -7.5 -1.6 14.4 16 9.2 Invesco India Largecap Fund Growth ₹66.57
↓ -1.53 ₹1,537 100 -5.7 -7.1 -1.1 14.3 13.2 5.5 ICICI Prudential Bluechip Fund Growth ₹104.66
↓ -1.90 ₹69,948 100 -8.3 -8.7 -3.4 14.1 13.9 11.3 DSP TOP 100 Equity Growth ₹444.454
↓ -6.95 ₹6,620 500 -7.5 -8.3 -5.6 13.5 11.5 8.4 Bandhan Large Cap Fund Growth ₹74.104
↓ -1.60 ₹1,821 100 -7.3 -7.3 -0.8 13.2 12.4 8.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund Invesco India Largecap Fund ICICI Prudential Bluechip Fund DSP TOP 100 Equity Bandhan Large Cap Fund Point 1 Upper mid AUM (₹46,521 Cr). Bottom quartile AUM (₹1,537 Cr). Highest AUM (₹69,948 Cr). Lower mid AUM (₹6,620 Cr). Bottom quartile AUM (₹1,821 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.03% (top quartile). 5Y return: 13.20% (lower mid). 5Y return: 13.94% (upper mid). 5Y return: 11.54% (bottom quartile). 5Y return: 12.41% (bottom quartile). Point 6 3Y return: 14.40% (top quartile). 3Y return: 14.30% (upper mid). 3Y return: 14.08% (lower mid). 3Y return: 13.46% (bottom quartile). 3Y return: 13.20% (bottom quartile). Point 7 1Y return: -1.55% (lower mid). 1Y return: -1.14% (upper mid). 1Y return: -3.38% (bottom quartile). 1Y return: -5.61% (bottom quartile). 1Y return: -0.83% (top quartile). Point 8 Alpha: 0.82 (lower mid). Alpha: 0.93 (top quartile). Alpha: 0.19 (bottom quartile). Alpha: -3.18 (bottom quartile). Alpha: 0.86 (upper mid). Point 9 Sharpe: -0.49 (top quartile). Sharpe: -0.50 (lower mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.78 (bottom quartile). Sharpe: -0.49 (upper mid). Point 10 Information ratio: 1.17 (top quartile). Information ratio: 0.54 (bottom quartile). Information ratio: 1.02 (upper mid). Information ratio: 0.75 (lower mid). Information ratio: 0.65 (bottom quartile). Nippon India Large Cap Fund
Invesco India Largecap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
Bandhan Large Cap Fund
SIP साठी सर्वोत्तम मल्टी कॅप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹35.18
↓ -0.65 ₹1,016 1,000 3 4.5 16.9 21.4 14.1 3.5 Mahindra Badhat Yojana Growth ₹35.9067
↓ -0.84 ₹5,661 500 -1 -1.1 7.3 19.6 17.1 3.4 ICICI Prudential Multicap Fund Growth ₹814.2
↓ -18.42 ₹14,681 100 -0.2 0.6 6.2 19.2 17.3 5.7 Nippon India Multi Cap Fund Growth ₹291.141
↓ -7.07 ₹46,321 100 -3.1 -4.2 3.3 18.6 20.5 4.1 Motilal Oswal Multicap 35 Fund Growth ₹54.953
↓ -1.50 ₹11,679 500 -6.9 -12.1 -8.1 17.9 12 -5.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Nippon India Multi Cap Fund Motilal Oswal Multicap 35 Fund Point 1 Bottom quartile AUM (₹1,016 Cr). Bottom quartile AUM (₹5,661 Cr). Upper mid AUM (₹14,681 Cr). Highest AUM (₹46,321 Cr). Lower mid AUM (₹11,679 Cr). Point 2 Established history (11+ yrs). Established history (9+ yrs). Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (12+ yrs). Point 3 Not Rated. Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Top rated. Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.14% (bottom quartile). 5Y return: 17.06% (lower mid). 5Y return: 17.27% (upper mid). 5Y return: 20.45% (top quartile). 5Y return: 12.02% (bottom quartile). Point 6 3Y return: 21.45% (top quartile). 3Y return: 19.64% (upper mid). 3Y return: 19.21% (lower mid). 3Y return: 18.62% (bottom quartile). 3Y return: 17.91% (bottom quartile). Point 7 1Y return: 16.92% (top quartile). 1Y return: 7.28% (upper mid). 1Y return: 6.17% (lower mid). 1Y return: 3.29% (bottom quartile). 1Y return: -8.07% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 2.90 (top quartile). Alpha: -1.27 (bottom quartile). Alpha: 0.48 (upper mid). Alpha: -8.96 (bottom quartile). Point 9 Sharpe: 0.06 (top quartile). Sharpe: -0.24 (upper mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.40 (lower mid). Sharpe: -1.03 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.38 (lower mid). Information ratio: 0.23 (bottom quartile). Information ratio: 0.49 (upper mid). Information ratio: 0.51 (top quartile). Aditya Birla Sun Life Manufacturing Equity Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
Nippon India Multi Cap Fund
Motilal Oswal Multicap 35 Fund
SIP साठी सर्वोत्तम मिड कॅप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential MidCap Fund Growth ₹328.23
↓ -7.84 ₹6,569 100 0.6 5 19.9 25.3 20.1 11.1 Invesco India Mid Cap Fund Growth ₹179.82
↓ -5.53 ₹9,895 500 -1.8 -2.8 11.2 24.9 21 6.3 BNP Paribas Mid Cap Fund Growth ₹106.618
↓ -2.44 ₹2,129 300 -0.1 1.5 11.6 20.6 17.5 2.5 TATA Mid Cap Growth Fund Growth ₹439.949
↓ -11.16 ₹4,993 150 -1.8 -1.8 8.9 19.9 17.1 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹792.63
↓ -22.94 ₹5,493 1,000 -0.6 -1.3 7 19.4 16.9 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential MidCap Fund Invesco India Mid Cap Fund BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Point 1 Upper mid AUM (₹6,569 Cr). Highest AUM (₹9,895 Cr). Bottom quartile AUM (₹2,129 Cr). Bottom quartile AUM (₹4,993 Cr). Lower mid AUM (₹5,493 Cr). Point 2 Established history (21+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (23+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.11% (upper mid). 5Y return: 20.95% (top quartile). 5Y return: 17.50% (lower mid). 5Y return: 17.09% (bottom quartile). 5Y return: 16.90% (bottom quartile). Point 6 3Y return: 25.29% (top quartile). 3Y return: 24.92% (upper mid). 3Y return: 20.62% (lower mid). 3Y return: 19.94% (bottom quartile). 3Y return: 19.36% (bottom quartile). Point 7 1Y return: 19.94% (top quartile). 1Y return: 11.22% (lower mid). 1Y return: 11.58% (upper mid). 1Y return: 8.92% (bottom quartile). 1Y return: 7.04% (bottom quartile). Point 8 Alpha: 8.43 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.48 (upper mid). Alpha: -0.90 (bottom quartile). Alpha: -4.81 (bottom quartile). Point 9 Sharpe: 0.37 (top quartile). Sharpe: -0.08 (upper mid). Sharpe: -0.09 (lower mid). Sharpe: -0.18 (bottom quartile). Sharpe: -0.44 (bottom quartile). Point 10 Information ratio: 0.42 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.49 (lower mid). Information ratio: -0.59 (bottom quartile). Information ratio: -0.74 (bottom quartile). ICICI Prudential MidCap Fund
Invesco India Mid Cap Fund
BNP Paribas Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
SIP साठी सर्वोत्तम स्मॉल कॅप फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Small Cap Fund Growth ₹170.269
↓ -3.95 ₹61,809 100 3.5 0 8.2 20 21.6 -4.7 Sundaram Small Cap Fund Growth ₹270.224
↓ -6.45 ₹2,983 100 3.7 1.7 12.5 19.9 18.7 0.4 DSP Small Cap Fund Growth ₹201.471
↓ -5.16 ₹15,300 500 1.6 1.5 14.7 19.8 18.7 -2.8 IDBI Small Cap Fund Growth ₹31.0406
↓ -1.03 ₹552 500 6.9 2.5 10 18.3 18.5 -13.4 Aditya Birla Sun Life Small Cap Fund Growth ₹88.7621
↓ -2.33 ₹4,449 1,000 3.2 1.1 11.4 17.7 14.6 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Small Cap Fund Sundaram Small Cap Fund DSP Small Cap Fund IDBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹61,809 Cr). Bottom quartile AUM (₹2,983 Cr). Upper mid AUM (₹15,300 Cr). Bottom quartile AUM (₹552 Cr). Lower mid AUM (₹4,449 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (21 yrs). Established history (18+ yrs). Established history (8+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.59% (top quartile). 5Y return: 18.74% (upper mid). 5Y return: 18.72% (lower mid). 5Y return: 18.51% (bottom quartile). 5Y return: 14.56% (bottom quartile). Point 6 3Y return: 19.97% (top quartile). 3Y return: 19.90% (upper mid). 3Y return: 19.83% (lower mid). 3Y return: 18.32% (bottom quartile). 3Y return: 17.71% (bottom quartile). Point 7 1Y return: 8.19% (bottom quartile). 1Y return: 12.53% (upper mid). 1Y return: 14.66% (top quartile). 1Y return: 9.97% (bottom quartile). 1Y return: 11.44% (lower mid). Point 8 Alpha: 0.92 (upper mid). Alpha: 4.51 (top quartile). Alpha: 0.00 (lower mid). Alpha: -4.18 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.42 (bottom quartile). Sharpe: -0.20 (upper mid). Sharpe: -0.05 (top quartile). Sharpe: -0.75 (bottom quartile). Sharpe: -0.21 (lower mid). Point 10 Information ratio: -0.21 (lower mid). Information ratio: -0.39 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.61 (bottom quartile). Information ratio: 0.00 (upper mid). Nippon India Small Cap Fund
Sundaram Small Cap Fund
DSP Small Cap Fund
IDBI Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
SIP साठी सर्वोत्तम ELSS (टॅक्स सेव्हिंग म्युच्युअल फंड).
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Long Term Equity Fund Growth ₹53.4748
↓ -1.50 ₹3,969 500 5.8 1.7 12.6 23.5 19.4 -9.1 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 500 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 SBI Magnum Tax Gain Fund Growth ₹420.102
↓ -7.54 ₹28,441 500 -6.8 -6.1 -1 19.3 17.5 6.6 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 500 -6.1 -3.5 17.6 16.7 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund SBI Magnum Tax Gain Fund Baroda Pioneer ELSS 96 Point 1 Upper mid AUM (₹3,969 Cr). Bottom quartile AUM (₹485 Cr). Lower mid AUM (₹1,318 Cr). Highest AUM (₹28,441 Cr). Bottom quartile AUM (₹210 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Oldest track record among peers (25 yrs). Established history (19+ yrs). Established history (11+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.45% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (lower mid). 5Y return: 17.51% (upper mid). 5Y return: 11.62% (bottom quartile). Point 6 3Y return: 23.55% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (lower mid). 3Y return: 19.28% (bottom quartile). 3Y return: 16.70% (bottom quartile). Point 7 1Y return: 12.58% (bottom quartile). 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: -0.99% (bottom quartile). 1Y return: 17.56% (upper mid). Point 8 Alpha: 1.62 (bottom quartile). Alpha: 1.78 (upper mid). Alpha: 1.75 (lower mid). Alpha: -1.33 (bottom quartile). Alpha: 5.69 (top quartile). Point 9 Sharpe: -0.25 (bottom quartile). Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: -0.59 (bottom quartile). Sharpe: 2.51 (top quartile). Point 10 Information ratio: 0.55 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 1.57 (top quartile). Information ratio: -0.09 (lower mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
SBI Magnum Tax Gain Fund
Baroda Pioneer ELSS 96
SIP साठी सर्वोत्तम सेक्टर फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Natural Resources and New Energy Fund Growth ₹110.122
↓ -0.93 ₹2,044 500 1.3 12.6 32.7 23.4 16.4 17.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹62.14
↓ -1.04 ₹647 1,000 3.1 5.6 19.1 24.5 21.6 7.8 DSP India T.I.G.E.R Fund Growth ₹342.851
↓ -6.44 ₹4,979 500 5.1 7.6 16.8 25.9 24.4 -2.5 SBI Magnum COMMA Fund Growth ₹115.698
↓ -1.05 ₹939 500 0.8 7 15.5 20.8 12.8 12.3 LIC MF Infrastructure Fund Growth ₹51.2653
↓ -1.31 ₹905 1,000 1.3 2 14.1 27.1 24.1 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund BOI AXA Manufacturing and Infrastructure Fund DSP India T.I.G.E.R Fund SBI Magnum COMMA Fund LIC MF Infrastructure Fund Point 1 Upper mid AUM (₹2,044 Cr). Bottom quartile AUM (₹647 Cr). Highest AUM (₹4,979 Cr). Lower mid AUM (₹939 Cr). Bottom quartile AUM (₹905 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (18+ yrs). Point 3 Top rated. Not Rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 16.40% (bottom quartile). 5Y return: 21.61% (lower mid). 5Y return: 24.45% (top quartile). 5Y return: 12.77% (bottom quartile). 5Y return: 24.07% (upper mid). Point 6 3Y return: 23.37% (bottom quartile). 3Y return: 24.54% (lower mid). 3Y return: 25.92% (upper mid). 3Y return: 20.85% (bottom quartile). 3Y return: 27.12% (top quartile). Point 7 1Y return: 32.70% (top quartile). 1Y return: 19.11% (upper mid). 1Y return: 16.78% (lower mid). 1Y return: 15.52% (bottom quartile). 1Y return: 14.11% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.28 (top quartile). Alpha: 2.02 (upper mid). Point 9 Sharpe: 1.19 (top quartile). Sharpe: 0.31 (lower mid). Sharpe: -0.01 (bottom quartile). Sharpe: 0.42 (upper mid). Sharpe: -0.01 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.06 (bottom quartile). Information ratio: 0.34 (top quartile). DSP Natural Resources and New Energy Fund
BOI AXA Manufacturing and Infrastructure Fund
DSP India T.I.G.E.R Fund
SBI Magnum COMMA Fund
LIC MF Infrastructure Fund
एसआयपीसाठी सर्वोत्तम केंद्रित निधी
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Focused Equity Fund Growth ₹88.68
↓ -2.09 ₹14,571 100 -9.3 -8 0 18.6 16.7 15.4 SBI Focused Equity Fund Growth ₹381.596
↓ -5.91 ₹39,739 500 0.2 3.1 15.5 17.8 14.6 15.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 HDFC Focused 30 Fund Growth ₹218.301
↓ -3.83 ₹24,170 300 -9.7 -8.2 -2.7 16.8 19.2 10.9 DSP Focus Fund Growth ₹51.553
↓ -1.03 ₹2,295 500 -7.7 -7.1 -2.9 15.1 11.5 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund SBI Focused Equity Fund Sundaram Select Focus Fund HDFC Focused 30 Fund DSP Focus Fund Point 1 Lower mid AUM (₹14,571 Cr). Highest AUM (₹39,739 Cr). Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹24,170 Cr). Bottom quartile AUM (₹2,295 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Established history (21+ yrs). Established history (15+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.72% (lower mid). 5Y return: 14.59% (bottom quartile). 5Y return: 17.29% (upper mid). 5Y return: 19.21% (top quartile). 5Y return: 11.53% (bottom quartile). Point 6 3Y return: 18.57% (top quartile). 3Y return: 17.77% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 16.78% (bottom quartile). 3Y return: 15.08% (bottom quartile). Point 7 1Y return: -0.02% (lower mid). 1Y return: 15.50% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: -2.74% (bottom quartile). 1Y return: -2.90% (bottom quartile). Point 8 Alpha: 2.38 (upper mid). Alpha: 5.25 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: -0.27 (lower mid). Alpha: -4.18 (bottom quartile). Point 9 Sharpe: -0.34 (lower mid). Sharpe: -0.11 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: -0.49 (bottom quartile). Sharpe: -0.75 (bottom quartile). Point 10 Information ratio: 1.25 (top quartile). Information ratio: 0.45 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.75 (upper mid). Information ratio: 0.39 (bottom quartile). ICICI Prudential Focused Equity Fund
SBI Focused Equity Fund
Sundaram Select Focus Fund
HDFC Focused 30 Fund
DSP Focus Fund
एसआयपीसाठी सर्वोत्तम मूल्य निधी
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Value Fund Growth ₹218.744
↓ -5.44 ₹7,993 100 -5.7 -6.5 -0.1 19.2 17.1 4.2 Aditya Birla Sun Life Pure Value Fund Growth ₹128.361
↓ -3.02 ₹5,639 1,000 -0.7 0 8.3 18.8 15 2.6 HDFC Capital Builder Value Fund Growth ₹729.924
↓ -14.63 ₹6,588 300 -5.8 -5 2.3 17.2 15.5 8.6 JM Value Fund Growth ₹90.5421
↓ -2.25 ₹721 500 -4.1 -7.2 -4.2 17 16.2 -4.4 ICICI Prudential Value Discovery Fund Growth ₹453.03
↓ -7.69 ₹55,852 100 -7.7 -8.1 -1.2 16.6 17.1 13.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Value Fund Aditya Birla Sun Life Pure Value Fund HDFC Capital Builder Value Fund JM Value Fund ICICI Prudential Value Discovery Fund Point 1 Upper mid AUM (₹7,993 Cr). Bottom quartile AUM (₹5,639 Cr). Lower mid AUM (₹6,588 Cr). Bottom quartile AUM (₹721 Cr). Highest AUM (₹55,852 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Oldest track record among peers (32 yrs). Established history (28+ yrs). Established history (21+ yrs). Point 3 Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 17.12% (top quartile). 5Y return: 14.96% (bottom quartile). 5Y return: 15.50% (bottom quartile). 5Y return: 16.19% (lower mid). 5Y return: 17.06% (upper mid). Point 6 3Y return: 19.23% (top quartile). 3Y return: 18.83% (upper mid). 3Y return: 17.20% (lower mid). 3Y return: 16.99% (bottom quartile). 3Y return: 16.58% (bottom quartile). Point 7 1Y return: -0.11% (lower mid). 1Y return: 8.28% (top quartile). 1Y return: 2.34% (upper mid). 1Y return: -4.15% (bottom quartile). 1Y return: -1.17% (bottom quartile). Point 8 Alpha: -0.79 (bottom quartile). Alpha: 1.05 (lower mid). Alpha: 3.06 (top quartile). Alpha: -5.10 (bottom quartile). Alpha: 1.21 (upper mid). Point 9 Sharpe: -0.54 (bottom quartile). Sharpe: -0.39 (lower mid). Sharpe: -0.28 (top quartile). Sharpe: -0.79 (bottom quartile). Sharpe: -0.38 (upper mid). Point 10 Information ratio: 1.54 (top quartile). Information ratio: 0.58 (bottom quartile). Information ratio: 1.00 (upper mid). Information ratio: 0.16 (bottom quartile). Information ratio: 0.77 (lower mid). Nippon India Value Fund
Aditya Birla Sun Life Pure Value Fund
HDFC Capital Builder Value Fund
JM Value Fund
ICICI Prudential Value Discovery Fund
एसआयपी कॅल्क्युलेटर
एसआयपी कॅल्क्युलेटर हे म्युच्युअल फंडामध्ये गुंतवणूक करताना गुंतवणूकदार वापरू शकतो अशा कार्यक्षम साधनांपैकी एक आहे. एखाद्याला कार/घर, सेवानिवृत्तीची योजना, मुलाचे उच्च शिक्षण किंवा इतर कोणतीही मालमत्ता खरेदी करण्यासाठी गुंतवणूक करायची असेल, त्यासाठी SIP कॅल्क्युलेटरचा वापर केला जाऊ शकतो. विशिष्ट आर्थिक उद्दिष्ट गाठण्यासाठी गुंतवणुकीसाठी आवश्यक असलेल्या गुंतवणुकीची रक्कम आणि कालावधीची गणना करण्यात हे मदत करते. तर, सामान्य प्रश्न जसे की "कितीSIP मध्ये गुंतवणूक करा किंवा तोपर्यंत मी गुंतवणूक कशी करावी", हे कॅल्क्युलेटर वापरून निराकरण करते.
एसआयपी कॅल्क्युलेटर वापरताना, विशिष्ट व्हेरिएबल्स भरावे लागतील, ज्यामध्ये समाविष्ट आहे (चित्र खाली दिलेले आहे)-
- इच्छित गुंतवणूक कालावधी
- अंदाजे मासिक SIP रक्कम
- अपेक्षितमहागाई पुढील वर्षांसाठी दर (वार्षिक).
- गुंतवणुकीवर दीर्घकालीन वाढीचा दर
एकदा तुम्ही वर नमूद केलेली सर्व माहिती फीड केल्यावर, कॅल्क्युलेटर तुम्हाला नमूद केलेल्या वर्षांच्या संख्येनंतर तुम्हाला मिळणारी रक्कम (तुमचा SIP परतावा) देईल. तुमचा निव्वळ नफा देखील हायलाइट केला जाईल जेणेकरून तुम्ही त्यानुसार तुमच्या ध्येयपूर्तीचा अंदाज लावू शकता.
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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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