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SIP 2022 - 2023 साठी भारतातील सर्वोत्तम म्युच्युअल फंड

Updated on May 30, 2026 , 25342 views

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Largecap Fund Growth ₹67.8
↑ 0.46 		₹1,722 100 -2.2-6.3-1.213.7125.5
Nippon India Large Cap Fund Growth ₹86.7659
↑ 0.25 		₹51,690 100 -6.1-8.3-2.813.614.79.2
ICICI Prudential Bluechip Fund Growth ₹104.67
↑ 0.12 		₹75,650 100 -6.8-9.9-3.713.612.911.3
Bandhan Large Cap Fund Growth ₹74.521
↑ 0.26 		₹2,007 100 -4.8-8-112.911.18.2
DSP TOP 100 Equity Growth ₹442.938
↑ 0.80 		₹7,192 500 -6.9-9.4-6.212.810.58.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Largecap FundNippon India Large Cap FundICICI Prudential Bluechip FundBandhan Large Cap FundDSP TOP 100 Equity
Point 1Bottom quartile AUM (₹1,722 Cr).Upper mid AUM (₹51,690 Cr).Highest AUM (₹75,650 Cr).Bottom quartile AUM (₹2,007 Cr).Lower mid AUM (₹7,192 Cr).
Point 2Established history (16+ yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 11.97% (lower mid).5Y return: 14.74% (top quartile).5Y return: 12.94% (upper mid).5Y return: 11.14% (bottom quartile).5Y return: 10.53% (bottom quartile).
Point 63Y return: 13.72% (top quartile).3Y return: 13.61% (upper mid).3Y return: 13.59% (lower mid).3Y return: 12.90% (bottom quartile).3Y return: 12.80% (bottom quartile).
Point 71Y return: -1.16% (upper mid).1Y return: -2.78% (lower mid).1Y return: -3.68% (bottom quartile).1Y return: -1.05% (top quartile).1Y return: -6.20% (bottom quartile).
Point 8Alpha: 1.01 (lower mid).Alpha: 1.61 (top quartile).Alpha: -1.90 (bottom quartile).Alpha: 1.34 (upper mid).Alpha: -4.44 (bottom quartile).
Point 9Sharpe: -0.11 (lower mid).Sharpe: -0.07 (top quartile).Sharpe: -0.29 (bottom quartile).Sharpe: -0.09 (upper mid).Sharpe: -0.47 (bottom quartile).
Point 10Information ratio: 0.75 (lower mid).Information ratio: 1.16 (top quartile).Information ratio: 0.86 (upper mid).Information ratio: 0.66 (bottom quartile).Information ratio: 0.62 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,722 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.97% (lower mid).
  • 3Y return: 13.72% (top quartile).
  • 1Y return: -1.16% (upper mid).
  • Alpha: 1.01 (lower mid).
  • Sharpe: -0.11 (lower mid).
  • Information ratio: 0.75 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹51,690 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.74% (top quartile).
  • 3Y return: 13.61% (upper mid).
  • 1Y return: -2.78% (lower mid).
  • Alpha: 1.61 (top quartile).
  • Sharpe: -0.07 (top quartile).
  • Information ratio: 1.16 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹75,650 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.94% (upper mid).
  • 3Y return: 13.59% (lower mid).
  • 1Y return: -3.68% (bottom quartile).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: -0.29 (bottom quartile).
  • Information ratio: 0.86 (upper mid).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,007 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.14% (bottom quartile).
  • 3Y return: 12.90% (bottom quartile).
  • 1Y return: -1.05% (top quartile).
  • Alpha: 1.34 (upper mid).
  • Sharpe: -0.09 (upper mid).
  • Information ratio: 0.66 (bottom quartile).

DSP TOP 100 Equity

  • Lower mid AUM (₹7,192 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.53% (bottom quartile).
  • 3Y return: 12.80% (bottom quartile).
  • 1Y return: -6.20% (bottom quartile).
  • Alpha: -4.44 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: 0.62 (bottom quartile).

SIP साठी सर्वोत्तम मल्टी कॅप फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹36.34
↑ 0.24 		₹1,158 1,000 6.67.815.221.514.33.5
ICICI Prudential Multicap Fund Growth ₹829.76
↑ 1.27 		₹16,997 100 3.33.35.519.116.35.7
Mahindra Badhat Yojana Growth ₹36.6158
↑ 0.08 		₹6,439 500 2.316.418.816.33.4
Motilal Oswal Multicap 35 Fund Growth ₹56.8836
↑ 0.52 		₹12,770 500 0-9.5-617.911.7-5.6
Nippon India Multi Cap Fund Growth ₹292.708
↑ 0.50 		₹52,634 100 -1.5-3.6-0.817.519.44.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundICICI Prudential Multicap FundMahindra Badhat YojanaMotilal Oswal Multicap 35 FundNippon India Multi Cap Fund
Point 1Bottom quartile AUM (₹1,158 Cr).Upper mid AUM (₹16,997 Cr).Bottom quartile AUM (₹6,439 Cr).Lower mid AUM (₹12,770 Cr).Highest AUM (₹52,634 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (31 yrs).Established history (9+ yrs).Established history (12+ yrs).Established history (21+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Not Rated.Top rated.Rating: 2★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 14.29% (bottom quartile).5Y return: 16.33% (upper mid).5Y return: 16.27% (lower mid).5Y return: 11.67% (bottom quartile).5Y return: 19.44% (top quartile).
Point 63Y return: 21.45% (top quartile).3Y return: 19.07% (upper mid).3Y return: 18.82% (lower mid).3Y return: 17.87% (bottom quartile).3Y return: 17.53% (bottom quartile).
Point 71Y return: 15.19% (top quartile).1Y return: 5.52% (lower mid).1Y return: 6.43% (upper mid).1Y return: -6.03% (bottom quartile).1Y return: -0.83% (bottom quartile).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 1.73 (upper mid).Alpha: 3.76 (top quartile).Alpha: -6.56 (bottom quartile).Alpha: 1.17 (lower mid).
Point 9Sharpe: 0.76 (top quartile).Sharpe: 0.19 (lower mid).Sharpe: 0.30 (upper mid).Sharpe: -0.37 (bottom quartile).Sharpe: 0.16 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.63 (top quartile).Information ratio: 0.62 (upper mid).Information ratio: 0.45 (bottom quartile).Information ratio: 0.54 (lower mid).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,158 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.29% (bottom quartile).
  • 3Y return: 21.45% (top quartile).
  • 1Y return: 15.19% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.76 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

ICICI Prudential Multicap Fund

  • Upper mid AUM (₹16,997 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.33% (upper mid).
  • 3Y return: 19.07% (upper mid).
  • 1Y return: 5.52% (lower mid).
  • Alpha: 1.73 (upper mid).
  • Sharpe: 0.19 (lower mid).
  • Information ratio: 0.63 (top quartile).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,439 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.27% (lower mid).
  • 3Y return: 18.82% (lower mid).
  • 1Y return: 6.43% (upper mid).
  • Alpha: 3.76 (top quartile).
  • Sharpe: 0.30 (upper mid).
  • Information ratio: 0.62 (upper mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹12,770 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.67% (bottom quartile).
  • 3Y return: 17.87% (bottom quartile).
  • 1Y return: -6.03% (bottom quartile).
  • Alpha: -6.56 (bottom quartile).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.45 (bottom quartile).

Nippon India Multi Cap Fund

  • Highest AUM (₹52,634 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.44% (top quartile).
  • 3Y return: 17.53% (bottom quartile).
  • 1Y return: -0.83% (bottom quartile).
  • Alpha: 1.17 (lower mid).
  • Sharpe: 0.16 (bottom quartile).
  • Information ratio: 0.54 (lower mid).

SIP साठी सर्वोत्तम मिड कॅप फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential MidCap Fund Growth ₹332.28
↓ -0.01 		₹7,557 100 3.86.415.825.219.111.1
BNP Paribas Mid Cap Fund Growth ₹107.078
↓ -0.18 		₹2,389 300 1.71.78.520.116.72.5
Aditya Birla Sun Life Midcap Fund Growth ₹801.85
↑ 3.64 		₹6,290 1,000 2.2-0.54.618.216.24.4
TATA Mid Cap Growth Fund Growth ₹441.284
↑ 0.90 		₹5,604 150 -0.7-2.16.418.116.45.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential MidCap FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap FundTATA Mid Cap Growth Fund
Point 1Highest AUM (₹7,557 Cr).Bottom quartile AUM (₹2,389 Cr).Upper mid AUM (₹6,290 Cr).Lower mid AUM (₹5,604 Cr).
Point 2Established history (21+ yrs).Established history (20+ yrs).Established history (23+ yrs).Oldest track record among peers (31 yrs).
Point 3Rating: 2★ (lower mid).Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 19.12% (top quartile).5Y return: 16.72% (upper mid).5Y return: 16.22% (bottom quartile).5Y return: 16.37% (lower mid).
Point 63Y return: 25.18% (top quartile).3Y return: 20.05% (upper mid).3Y return: 18.19% (lower mid).3Y return: 18.12% (bottom quartile).
Point 71Y return: 15.77% (top quartile).1Y return: 8.49% (upper mid).1Y return: 4.64% (bottom quartile).1Y return: 6.35% (lower mid).
Point 8Alpha: 11.02 (top quartile).Alpha: 1.99 (upper mid).Alpha: -2.10 (bottom quartile).Alpha: -0.51 (lower mid).
Point 9Sharpe: 0.85 (top quartile).Sharpe: 0.46 (upper mid).Sharpe: 0.24 (bottom quartile).Sharpe: 0.32 (lower mid).
Point 10Information ratio: 0.64 (top quartile).Information ratio: -0.52 (upper mid).Information ratio: -0.61 (lower mid).Information ratio: -0.64 (bottom quartile).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,557 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.12% (top quartile).
  • 3Y return: 25.18% (top quartile).
  • 1Y return: 15.77% (top quartile).
  • Alpha: 11.02 (top quartile).
  • Sharpe: 0.85 (top quartile).
  • Information ratio: 0.64 (top quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,389 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 16.72% (upper mid).
  • 3Y return: 20.05% (upper mid).
  • 1Y return: 8.49% (upper mid).
  • Alpha: 1.99 (upper mid).
  • Sharpe: 0.46 (upper mid).
  • Information ratio: -0.52 (upper mid).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,290 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.22% (bottom quartile).
  • 3Y return: 18.19% (lower mid).
  • 1Y return: 4.64% (bottom quartile).
  • Alpha: -2.10 (bottom quartile).
  • Sharpe: 0.24 (bottom quartile).
  • Information ratio: -0.61 (lower mid).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹5,604 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.37% (lower mid).
  • 3Y return: 18.12% (bottom quartile).
  • 1Y return: 6.35% (lower mid).
  • Alpha: -0.51 (lower mid).
  • Sharpe: 0.32 (lower mid).
  • Information ratio: -0.64 (bottom quartile).

SIP साठी सर्वोत्तम स्मॉल कॅप फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Small Cap Fund  Growth ₹206.951
↑ 1.88 		₹17,906 500 5.446.118.918.2-2.8
Nippon India Small Cap Fund Growth ₹171.956
↑ 0.89 		₹72,673 100 5.51.63.218.520.7-4.7
Sundaram Small Cap Fund Growth ₹273.397
↑ 1.45 		₹3,563 100 83.18.118.417.70.4
IDBI Small Cap Fund Growth ₹31.4256
↑ 0.09 		₹660 500 10.36.15.617.117.7-13.4
Aditya Birla Sun Life Small Cap Fund Growth ₹90.9304
↑ 0.37 		₹5,253 1,000 7.84.97.816.913.8-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Small Cap Fund Nippon India Small Cap FundSundaram Small Cap FundIDBI Small Cap FundAditya Birla Sun Life Small Cap Fund
Point 1Upper mid AUM (₹17,906 Cr).Highest AUM (₹72,673 Cr).Bottom quartile AUM (₹3,563 Cr).Bottom quartile AUM (₹660 Cr).Lower mid AUM (₹5,253 Cr).
Point 2Established history (18+ yrs).Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (8+ yrs).Established history (19+ yrs).
Point 3Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Not Rated.Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 18.22% (upper mid).5Y return: 20.65% (top quartile).5Y return: 17.65% (bottom quartile).5Y return: 17.74% (lower mid).5Y return: 13.84% (bottom quartile).
Point 63Y return: 18.85% (top quartile).3Y return: 18.51% (upper mid).3Y return: 18.45% (lower mid).3Y return: 17.09% (bottom quartile).3Y return: 16.93% (bottom quartile).
Point 71Y return: 6.06% (lower mid).1Y return: 3.15% (bottom quartile).1Y return: 8.06% (top quartile).1Y return: 5.64% (bottom quartile).1Y return: 7.85% (upper mid).
Point 8Alpha: 0.00 (bottom quartile).Alpha: 0.91 (lower mid).Alpha: 5.65 (top quartile).Alpha: 1.25 (upper mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.60 (top quartile).Sharpe: 0.29 (bottom quartile).Sharpe: 0.48 (upper mid).Sharpe: 0.30 (bottom quartile).Sharpe: 0.46 (lower mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.16 (lower mid).Information ratio: -0.23 (bottom quartile).Information ratio: -0.45 (bottom quartile).Information ratio: 0.00 (upper mid).

DSP Small Cap Fund 

  • Upper mid AUM (₹17,906 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.22% (upper mid).
  • 3Y return: 18.85% (top quartile).
  • 1Y return: 6.06% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.60 (top quartile).
  • Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹72,673 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.65% (top quartile).
  • 3Y return: 18.51% (upper mid).
  • 1Y return: 3.15% (bottom quartile).
  • Alpha: 0.91 (lower mid).
  • Sharpe: 0.29 (bottom quartile).
  • Information ratio: -0.16 (lower mid).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,563 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.65% (bottom quartile).
  • 3Y return: 18.45% (lower mid).
  • 1Y return: 8.06% (top quartile).
  • Alpha: 5.65 (top quartile).
  • Sharpe: 0.48 (upper mid).
  • Information ratio: -0.23 (bottom quartile).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹660 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.74% (lower mid).
  • 3Y return: 17.09% (bottom quartile).
  • 1Y return: 5.64% (bottom quartile).
  • Alpha: 1.25 (upper mid).
  • Sharpe: 0.30 (bottom quartile).
  • Information ratio: -0.45 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹5,253 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.84% (bottom quartile).
  • 3Y return: 16.93% (bottom quartile).
  • 1Y return: 7.85% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.46 (lower mid).
  • Information ratio: 0.00 (upper mid).

SIP साठी सर्वोत्तम ELSS (टॅक्स सेव्हिंग म्युच्युअल फंड).

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹53.5388
↑ 0.39 		₹4,659 500 9.92.62.522.317.9-9.1
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹485 500 9.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 		₹1,318 500 1.215.435.520.617.4
SBI Magnum Tax Gain Fund Growth ₹422.735
↑ 1.04 		₹31,094 500 -5.2-6.5-2.718.516.66.6
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 		₹210 500 -6.1-3.517.616.711.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundIDBI Equity Advantage FundHDFC Long Term Advantage FundSBI Magnum Tax Gain FundBaroda Pioneer ELSS 96
Point 1Upper mid AUM (₹4,659 Cr).Bottom quartile AUM (₹485 Cr).Lower mid AUM (₹1,318 Cr).Highest AUM (₹31,094 Cr).Bottom quartile AUM (₹210 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Oldest track record among peers (25 yrs).Established history (19+ yrs).Established history (11+ yrs).
Point 3Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 2★ (lower mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 17.87% (top quartile).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (upper mid).5Y return: 16.60% (lower mid).5Y return: 11.62% (bottom quartile).
Point 63Y return: 22.26% (top quartile).3Y return: 20.84% (upper mid).3Y return: 20.64% (lower mid).3Y return: 18.49% (bottom quartile).3Y return: 16.70% (bottom quartile).
Point 71Y return: 2.51% (bottom quartile).1Y return: 16.92% (lower mid).1Y return: 35.51% (top quartile).1Y return: -2.69% (bottom quartile).1Y return: 17.56% (upper mid).
Point 8Alpha: 11.45 (top quartile).Alpha: 1.78 (lower mid).Alpha: 1.75 (bottom quartile).Alpha: -1.51 (bottom quartile).Alpha: 5.69 (upper mid).
Point 9Sharpe: 0.48 (bottom quartile).Sharpe: 1.21 (lower mid).Sharpe: 2.27 (upper mid).Sharpe: -0.11 (bottom quartile).Sharpe: 2.51 (top quartile).
Point 10Information ratio: 0.80 (upper mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 1.48 (top quartile).Information ratio: -0.09 (lower mid).

Motilal Oswal Long Term Equity Fund

  • Upper mid AUM (₹4,659 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.87% (top quartile).
  • 3Y return: 22.26% (top quartile).
  • 1Y return: 2.51% (bottom quartile).
  • Alpha: 11.45 (top quartile).
  • Sharpe: 0.48 (bottom quartile).
  • Information ratio: 0.80 (upper mid).

IDBI Equity Advantage Fund

  • Bottom quartile AUM (₹485 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.97% (bottom quartile).
  • 3Y return: 20.84% (upper mid).
  • 1Y return: 16.92% (lower mid).
  • Alpha: 1.78 (lower mid).
  • Sharpe: 1.21 (lower mid).
  • Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

  • Lower mid AUM (₹1,318 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (upper mid).
  • 3Y return: 20.64% (lower mid).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (upper mid).
  • Information ratio: -0.15 (bottom quartile).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹31,094 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.60% (lower mid).
  • 3Y return: 18.49% (bottom quartile).
  • 1Y return: -2.69% (bottom quartile).
  • Alpha: -1.51 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 1.48 (top quartile).

Baroda Pioneer ELSS 96

  • Bottom quartile AUM (₹210 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.62% (bottom quartile).
  • 3Y return: 16.70% (bottom quartile).
  • 1Y return: 17.56% (upper mid).
  • Alpha: 5.69 (upper mid).
  • Sharpe: 2.51 (top quartile).
  • Information ratio: -0.09 (lower mid).

SIP साठी सर्वोत्तम सेक्टर फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹110.823
↑ 0.22 		₹2,343 500 0.615.726.224.617.217.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹62.86
↓ -0.20 		₹755 1,000 67.115.224.921.47.8
SBI Magnum COMMA Fund Growth ₹117.196
↑ 0.47 		₹1,081 500 1.59.714.721.212.712.3
DSP India T.I.G.E.R Fund Growth ₹349.425
↑ 0.15 		₹5,789 500 6.810.613.12623.7-2.5
TATA Resources & Energy Fund Growth ₹49.0376
↑ 0.07 		₹1,343 150 3.58.411.618.81410.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundBOI AXA Manufacturing and Infrastructure FundSBI Magnum COMMA FundDSP India T.I.G.E.R FundTATA Resources & Energy Fund
Point 1Upper mid AUM (₹2,343 Cr).Bottom quartile AUM (₹755 Cr).Bottom quartile AUM (₹1,081 Cr).Highest AUM (₹5,789 Cr).Lower mid AUM (₹1,343 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (20+ yrs).Oldest track record among peers (21 yrs).Established history (10+ yrs).
Point 3Top rated.Not Rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 17.17% (lower mid).5Y return: 21.35% (upper mid).5Y return: 12.66% (bottom quartile).5Y return: 23.74% (top quartile).5Y return: 13.97% (bottom quartile).
Point 63Y return: 24.60% (lower mid).3Y return: 24.85% (upper mid).3Y return: 21.18% (bottom quartile).3Y return: 26.02% (top quartile).3Y return: 18.75% (bottom quartile).
Point 71Y return: 26.16% (top quartile).1Y return: 15.16% (upper mid).1Y return: 14.73% (lower mid).1Y return: 13.12% (bottom quartile).1Y return: 11.62% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 1.36 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: -5.86 (bottom quartile).
Point 9Sharpe: 1.74 (top quartile).Sharpe: 0.90 (lower mid).Sharpe: 0.91 (upper mid).Sharpe: 0.68 (bottom quartile).Sharpe: 0.53 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.08 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: -0.52 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Upper mid AUM (₹2,343 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 17.17% (lower mid).
  • 3Y return: 24.60% (lower mid).
  • 1Y return: 26.16% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.74 (top quartile).
  • Information ratio: 0.00 (top quartile).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹755 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 21.35% (upper mid).
  • 3Y return: 24.85% (upper mid).
  • 1Y return: 15.16% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.90 (lower mid).
  • Information ratio: 0.00 (upper mid).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹1,081 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 12.66% (bottom quartile).
  • 3Y return: 21.18% (bottom quartile).
  • 1Y return: 14.73% (lower mid).
  • Alpha: 1.36 (top quartile).
  • Sharpe: 0.91 (upper mid).
  • Information ratio: -0.08 (bottom quartile).

DSP India T.I.G.E.R Fund

  • Highest AUM (₹5,789 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 23.74% (top quartile).
  • 3Y return: 26.02% (top quartile).
  • 1Y return: 13.12% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.68 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

TATA Resources & Energy Fund

  • Lower mid AUM (₹1,343 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 13.97% (bottom quartile).
  • 3Y return: 18.75% (bottom quartile).
  • 1Y return: 11.62% (bottom quartile).
  • Alpha: -5.86 (bottom quartile).
  • Sharpe: 0.53 (bottom quartile).
  • Information ratio: -0.52 (bottom quartile).

एसआयपीसाठी सर्वोत्तम केंद्रित निधी

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Focused Equity Fund Growth ₹88.99
↑ 0.28 		₹16,009 100 -5.8-9-117.915.815.4
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
SBI Focused Equity Fund Growth ₹381.755
↓ -4.56 		₹46,042 500 2.50.311.116.913.615.7
HDFC Focused 30 Fund Growth ₹219.14
↑ 0.36 		₹26,182 300 -8.1-8.9-316.31810.9
DSP Focus Fund Growth ₹51.74
↓ -0.03 		₹2,490 500 -5.5-8.1-4.414.510.77.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundSundaram Select Focus FundSBI Focused Equity FundHDFC Focused 30 FundDSP Focus Fund
Point 1Lower mid AUM (₹16,009 Cr).Bottom quartile AUM (₹1,354 Cr).Highest AUM (₹46,042 Cr).Upper mid AUM (₹26,182 Cr).Bottom quartile AUM (₹2,490 Cr).
Point 2Established history (17+ yrs).Oldest track record among peers (23 yrs).Established history (21+ yrs).Established history (21+ yrs).Established history (15+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 15.77% (lower mid).5Y return: 17.29% (upper mid).5Y return: 13.62% (bottom quartile).5Y return: 17.98% (top quartile).5Y return: 10.75% (bottom quartile).
Point 63Y return: 17.86% (top quartile).3Y return: 17.03% (upper mid).3Y return: 16.87% (lower mid).3Y return: 16.31% (bottom quartile).3Y return: 14.48% (bottom quartile).
Point 71Y return: -0.99% (lower mid).1Y return: 24.49% (top quartile).1Y return: 11.09% (upper mid).1Y return: -2.97% (bottom quartile).1Y return: -4.36% (bottom quartile).
Point 8Alpha: -0.51 (upper mid).Alpha: -5.62 (bottom quartile).Alpha: 11.44 (top quartile).Alpha: -3.83 (bottom quartile).Alpha: -3.58 (lower mid).
Point 9Sharpe: -0.05 (lower mid).Sharpe: 1.85 (top quartile).Sharpe: 0.56 (upper mid).Sharpe: -0.25 (bottom quartile).Sharpe: -0.21 (bottom quartile).
Point 10Information ratio: 1.24 (top quartile).Information ratio: -0.52 (bottom quartile).Information ratio: 0.59 (upper mid).Information ratio: 0.51 (lower mid).Information ratio: 0.35 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹16,009 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.77% (lower mid).
  • 3Y return: 17.86% (top quartile).
  • 1Y return: -0.99% (lower mid).
  • Alpha: -0.51 (upper mid).
  • Sharpe: -0.05 (lower mid).
  • Information ratio: 1.24 (top quartile).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (upper mid).
  • 3Y return: 17.03% (upper mid).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

SBI Focused Equity Fund

  • Highest AUM (₹46,042 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.62% (bottom quartile).
  • 3Y return: 16.87% (lower mid).
  • 1Y return: 11.09% (upper mid).
  • Alpha: 11.44 (top quartile).
  • Sharpe: 0.56 (upper mid).
  • Information ratio: 0.59 (upper mid).

HDFC Focused 30 Fund

  • Upper mid AUM (₹26,182 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.98% (top quartile).
  • 3Y return: 16.31% (bottom quartile).
  • 1Y return: -2.97% (bottom quartile).
  • Alpha: -3.83 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: 0.51 (lower mid).

DSP Focus Fund

  • Bottom quartile AUM (₹2,490 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.75% (bottom quartile).
  • 3Y return: 14.48% (bottom quartile).
  • 1Y return: -4.36% (bottom quartile).
  • Alpha: -3.58 (lower mid).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 0.35 (bottom quartile).

एसआयपीसाठी सर्वोत्तम मूल्य निधी

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Pure Value Fund Growth ₹131.51
↑ 0.85 		₹6,388 1,000 3.21.5618.314.82.6
Nippon India Value Fund Growth ₹218.566
↑ 0.84 		₹8,919 100 -4.4-6.8-21815.84.2
HDFC Capital Builder Value Fund Growth ₹737.176
↑ 3.05 		₹7,324 300 -3-51.716.514.58.6
ICICI Prudential Value Discovery Fund Growth ₹453.38
↑ 1.94 		₹59,588 100 -6.8-9.3-2.516.116.513.8
JM Value Fund Growth ₹90.9993
↑ 0.64 		₹826 500 -2.1-7-7.715.315.3-4.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Pure Value FundNippon India Value FundHDFC Capital Builder Value FundICICI Prudential Value Discovery FundJM Value Fund
Point 1Bottom quartile AUM (₹6,388 Cr).Upper mid AUM (₹8,919 Cr).Lower mid AUM (₹7,324 Cr).Highest AUM (₹59,588 Cr).Bottom quartile AUM (₹826 Cr).
Point 2Established history (18+ yrs).Established history (21+ yrs).Oldest track record among peers (32 yrs).Established history (21+ yrs).Established history (29+ yrs).
Point 3Rating: 3★ (upper mid).Not Rated.Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 14.78% (bottom quartile).5Y return: 15.80% (upper mid).5Y return: 14.47% (bottom quartile).5Y return: 16.46% (top quartile).5Y return: 15.28% (lower mid).
Point 63Y return: 18.27% (top quartile).3Y return: 18.00% (upper mid).3Y return: 16.54% (lower mid).3Y return: 16.14% (bottom quartile).3Y return: 15.34% (bottom quartile).
Point 71Y return: 6.00% (top quartile).1Y return: -1.97% (lower mid).1Y return: 1.70% (upper mid).1Y return: -2.50% (bottom quartile).1Y return: -7.75% (bottom quartile).
Point 8Alpha: 6.63 (top quartile).Alpha: -0.16 (lower mid).Alpha: 1.67 (upper mid).Alpha: -2.49 (bottom quartile).Alpha: -2.81 (bottom quartile).
Point 9Sharpe: 0.32 (top quartile).Sharpe: -0.01 (lower mid).Sharpe: 0.09 (upper mid).Sharpe: -0.18 (bottom quartile).Sharpe: -0.15 (bottom quartile).
Point 10Information ratio: 0.64 (lower mid).Information ratio: 1.64 (top quartile).Information ratio: 1.44 (upper mid).Information ratio: 0.46 (bottom quartile).Information ratio: 0.39 (bottom quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,388 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.78% (bottom quartile).
  • 3Y return: 18.27% (top quartile).
  • 1Y return: 6.00% (top quartile).
  • Alpha: 6.63 (top quartile).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.64 (lower mid).

Nippon India Value Fund

  • Upper mid AUM (₹8,919 Cr).
  • Established history (21+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.80% (upper mid).
  • 3Y return: 18.00% (upper mid).
  • 1Y return: -1.97% (lower mid).
  • Alpha: -0.16 (lower mid).
  • Sharpe: -0.01 (lower mid).
  • Information ratio: 1.64 (top quartile).

HDFC Capital Builder Value Fund

  • Lower mid AUM (₹7,324 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.47% (bottom quartile).
  • 3Y return: 16.54% (lower mid).
  • 1Y return: 1.70% (upper mid).
  • Alpha: 1.67 (upper mid).
  • Sharpe: 0.09 (upper mid).
  • Information ratio: 1.44 (upper mid).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹59,588 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.46% (top quartile).
  • 3Y return: 16.14% (bottom quartile).
  • 1Y return: -2.50% (bottom quartile).
  • Alpha: -2.49 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: 0.46 (bottom quartile).

JM Value Fund

  • Bottom quartile AUM (₹826 Cr).
  • Established history (29+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.28% (lower mid).
  • 3Y return: 15.34% (bottom quartile).
  • 1Y return: -7.75% (bottom quartile).
  • Alpha: -2.81 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: 0.39 (bottom quartile).

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

SIP-Calculator

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.

सर्वोत्तम म्युच्युअल फंडात गुंतवणूक कशी करावी?

  1. Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

  2. तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

  3. दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

    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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