+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 (%) 2024 (%) Invesco India Largecap Fund Growth ₹70.16
↓ -1.40 ₹1,847 100 1.1 10.7 -0.2 11.2 9.6 5.5 Bandhan Large Cap Fund Growth ₹75.949
↓ -1.40 ₹2,061 100 -0.2 5.7 -2 10.2 8.7 8.2 BNP Paribas Large Cap Fund Growth ₹215.043
↓ -3.15 ₹2,632 300 -0.6 4.4 -2.2 9.1 8.9 4.4 Nippon India Large Cap Fund Growth ₹86.3642
↓ -1.08 ₹54,225 100 -2.3 1.8 -6.5 8.8 11.7 9.2 ICICI Prudential Bluechip Fund Growth ₹103.85
↓ -1.45 ₹80,962 100 -3.1 0.4 -6.6 8.7 10 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Largecap Fund Bandhan Large Cap Fund BNP Paribas Large Cap Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund Point 1 Bottom quartile AUM (₹1,847 Cr). Bottom quartile AUM (₹2,061 Cr). Lower mid AUM (₹2,632 Cr). Upper mid AUM (₹54,225 Cr). Highest AUM (₹80,962 Cr). Point 2 Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (19+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper 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: 9.61% (lower mid). 5Y return: 8.69% (bottom quartile). 5Y return: 8.88% (bottom quartile). 5Y return: 11.66% (top quartile). 5Y return: 10.04% (upper mid). Point 6 3Y return: 11.22% (top quartile). 3Y return: 10.23% (upper mid). 3Y return: 9.12% (lower mid). 3Y return: 8.80% (bottom quartile). 3Y return: 8.71% (bottom quartile). Point 7 1Y return: -0.21% (top quartile). 1Y return: -2.00% (upper mid). 1Y return: -2.19% (lower mid). 1Y return: -6.47% (bottom quartile). 1Y return: -6.56% (bottom quartile). Point 8 Alpha: 3.75 (top quartile). Alpha: 2.34 (upper mid). Alpha: 0.42 (lower mid). Alpha: -1.21 (bottom quartile). Alpha: -2.08 (bottom quartile). Point 9 Sharpe: -0.25 (lower mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.13 (top quartile). Sharpe: -0.24 (upper mid). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.82 (top quartile). Information ratio: 0.63 (lower mid). Information ratio: 0.42 (bottom quartile). Information ratio: 0.58 (bottom quartile). Information ratio: 0.67 (upper mid). Invesco India Largecap Fund
Bandhan Large Cap Fund
BNP Paribas Large Cap Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip 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 (%) 2024 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.7
↓ -1.27 ₹1,288 1,000 6.2 21.3 17.7 18.7 13.3 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹62.7442
↓ -1.57 ₹13,940 500 9.5 20.1 -0.2 16 11.6 -5.6 Mahindra Badhat Yojana Growth ₹38.9848
↓ -0.81 ₹7,184 500 4.4 17.5 10.1 15 13.9 3.4 Bandhan Focused Equity Fund Growth ₹90.327
↓ -1.52 ₹2,067 100 3.9 11.3 3.4 13.6 10.9 -1.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Bandhan Focused Equity Fund Point 1 Bottom quartile AUM (₹1,288 Cr). Bottom quartile AUM (₹588 Cr). Highest AUM (₹13,940 Cr). Upper mid AUM (₹7,184 Cr). Lower mid AUM (₹2,067 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (12+ yrs). Established history (9+ yrs). Established history (20+ yrs). Point 3 Not Rated. Rating: 4★ (upper mid). Top rated. Not Rated. Rating: 4★ (lower mid). 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: 13.34% (lower mid). 5Y return: 13.57% (upper mid). 5Y return: 11.55% (bottom quartile). 5Y return: 13.88% (top quartile). 5Y return: 10.86% (bottom quartile). Point 6 3Y return: 18.70% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 16.01% (lower mid). 3Y return: 14.96% (bottom quartile). 3Y return: 13.63% (bottom quartile). Point 7 1Y return: 17.74% (upper mid). 1Y return: 19.34% (top quartile). 1Y return: -0.25% (bottom quartile). 1Y return: 10.13% (lower mid). 1Y return: 3.42% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -3.79 (bottom quartile). Alpha: 3.91 (top quartile). Alpha: 1.47 (upper mid). Point 9 Sharpe: 0.85 (upper mid). Sharpe: 2.86 (top quartile). Sharpe: -0.26 (bottom quartile). Sharpe: 0.25 (lower mid). Sharpe: -0.25 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.70 (top quartile). Information ratio: 0.62 (upper mid). Information ratio: 0.22 (lower mid). Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
Bandhan Focused Equity 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 (%) 2024 (%) ICICI Prudential MidCap Fund Growth ₹330.63
↓ -9.61 ₹7,954 100 -2.8 11.4 10 18.9 15.6 11.1 BNP Paribas Mid Cap Fund Growth ₹108.961
↓ -2.30 ₹2,584 300 0.3 11.1 7.3 14.5 13.1 2.5 TATA Mid Cap Growth Fund Growth ₹449.539
↓ -10.64 ₹6,056 150 0.3 9.1 3.3 12.9 12.8 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹824.34
↓ -17.60 ₹6,723 1,000 0.3 14.2 4 12.9 12.3 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Sep 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential MidCap Fund BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Point 1 Highest AUM (₹7,954 Cr). Bottom quartile AUM (₹2,584 Cr). Lower mid AUM (₹6,056 Cr). Upper mid AUM (₹6,723 Cr). Point 2 Established history (21+ yrs). Established history (20+ yrs). Oldest track record among peers (32 yrs). Established history (23+ yrs). Point 3 Rating: 2★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.61% (top quartile). 5Y return: 13.07% (upper mid). 5Y return: 12.83% (lower mid). 5Y return: 12.26% (bottom quartile). Point 6 3Y return: 18.95% (top quartile). 3Y return: 14.46% (upper mid). 3Y return: 12.90% (lower mid). 3Y return: 12.86% (bottom quartile). Point 7 1Y return: 10.04% (top quartile). 1Y return: 7.32% (upper mid). 1Y return: 3.33% (bottom quartile). 1Y return: 4.01% (lower mid). Point 8 Alpha: 4.57 (top quartile). Alpha: 2.17 (upper mid). Alpha: -1.11 (lower mid). Alpha: -1.60 (bottom quartile). Point 9 Sharpe: 0.48 (top quartile). Sharpe: 0.38 (upper mid). Sharpe: 0.19 (lower mid). Sharpe: 0.17 (bottom quartile). Point 10 Information ratio: 0.73 (top quartile). Information ratio: -0.22 (upper mid). Information ratio: -0.72 (bottom quartile). Information ratio: -0.51 (lower mid). ICICI Prudential MidCap 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 (%) 2024 (%) IDBI Small Cap Fund Growth ₹34.7692
↓ -1.13 ₹758 500 6.8 29.7 11.9 16.6 16.2 -13.4 DSP Small Cap Fund Growth ₹226.443
↓ -5.50 ₹20,221 500 7 25.8 14.1 15.7 16.7 -2.8 Sundaram Small Cap Fund Growth ₹293.415
↓ -7.05 ₹3,922 100 4.2 26.4 12.1 15.1 15.3 0.4 Aditya Birla Sun Life Small Cap Fund Growth ₹98.7835
↓ -2.84 ₹5,865 1,000 6.4 26.6 15.1 13.5 12.4 -3.7 Nippon India Small Cap Fund Growth ₹180.96
↓ -4.42 ₹78,957 100 3 18.9 6 13.4 17.2 -4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Small Cap Fund DSP Small Cap Fund Sundaram Small Cap Fund Aditya Birla Sun Life Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹758 Cr). Upper mid AUM (₹20,221 Cr). Bottom quartile AUM (₹3,922 Cr). Lower mid AUM (₹5,865 Cr). Highest AUM (₹78,957 Cr). Point 2 Established history (9+ yrs). Established history (19+ yrs). Oldest track record among peers (21 yrs). Established history (19+ yrs). Established history (16+ yrs). Point 3 Not Rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (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: 16.19% (lower mid). 5Y return: 16.69% (upper mid). 5Y return: 15.29% (bottom quartile). 5Y return: 12.44% (bottom quartile). 5Y return: 17.18% (top quartile). Point 6 3Y return: 16.57% (top quartile). 3Y return: 15.71% (upper mid). 3Y return: 15.08% (lower mid). 3Y return: 13.52% (bottom quartile). 3Y return: 13.42% (bottom quartile). Point 7 1Y return: 11.86% (bottom quartile). 1Y return: 14.11% (upper mid). 1Y return: 12.13% (lower mid). 1Y return: 15.06% (top quartile). 1Y return: 6.04% (bottom quartile). Point 8 Alpha: 4.12 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 5.33 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.80 (lower mid). Point 9 Sharpe: 0.26 (bottom quartile). Sharpe: 0.30 (lower mid). Sharpe: 0.31 (upper mid). Sharpe: 0.40 (top quartile). Sharpe: 0.12 (bottom quartile). Point 10 Information ratio: -0.07 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.05 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.26 (bottom quartile). IDBI Small Cap Fund
DSP Small Cap Fund
Sundaram Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Nippon India 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 (%) 2024 (%) 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 Motilal Oswal Long Term Equity Fund Growth ₹56.6635
↓ -1.80 ₹4,784 500 3.4 22 7.5 19.6 15.4 -9.1 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 500 -6.1 -3.5 17.6 16.7 11.6 JM Tax Gain Fund Growth ₹51.3505
↓ -1.24 ₹242 500 5.1 18.4 4.7 13.9 12.6 2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Equity Advantage Fund HDFC Long Term Advantage Fund Motilal Oswal Long Term Equity Fund Baroda Pioneer ELSS 96 JM Tax Gain Fund Point 1 Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Highest AUM (₹4,784 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹242 Cr). Point 2 Established history (13+ yrs). Oldest track record among peers (25 yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Not Rated. 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: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 15.44% (upper mid). 5Y return: 11.62% (bottom quartile). 5Y return: 12.55% (lower mid). Point 6 3Y return: 20.84% (top quartile). 3Y return: 20.64% (upper mid). 3Y return: 19.61% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 13.89% (bottom quartile). Point 7 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 7.54% (bottom quartile). 1Y return: 17.56% (upper mid). 1Y return: 4.68% (bottom quartile). Point 8 Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 2.11 (lower mid). Alpha: 5.69 (top quartile). Alpha: 5.40 (upper mid). Point 9 Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 0.07 (bottom quartile). Sharpe: 2.51 (top quartile). Sharpe: 0.22 (bottom quartile). Point 10 Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.65 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: 0.70 (top quartile). IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
Motilal Oswal Long Term Equity Fund
Baroda Pioneer ELSS 96
JM Tax Gain Fund
SIP साठी सर्वोत्तम सेक्टर फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Healthcare Opportunities Fund Growth ₹514.716
↓ -8.34 ₹5,400 500 9.6 23.3 18.5 22.4 16.6 -3.5 DSP Natural Resources and New Energy Fund Growth ₹107.428
↓ -0.95 ₹2,441 500 1.4 0.7 17.6 17.7 15.1 17.5 UTI Healthcare Fund Growth ₹336.173
↓ -5.14 ₹1,371 500 7.9 21.5 13.8 21.9 14.2 -3.1 BOI AXA Manufacturing and Infrastructure Fund Growth ₹64.87
↓ -1.22 ₹893 1,000 1 15.8 13.1 18.9 18.4 7.8 SBI Magnum Global Fund Growth ₹400.425
↓ -9.67 ₹6,481 500 4.8 18.5 11.7 5.7 6.9 -5.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Healthcare Opportunities Fund DSP Natural Resources and New Energy Fund UTI Healthcare Fund BOI AXA Manufacturing and Infrastructure Fund SBI Magnum Global Fund Point 1 Upper mid AUM (₹5,400 Cr). Lower mid AUM (₹2,441 Cr). Bottom quartile AUM (₹1,371 Cr). Bottom quartile AUM (₹893 Cr). Highest AUM (₹6,481 Cr). Point 2 Established history (21+ yrs). Established history (18+ yrs). Oldest track record among peers (27 yrs). Established history (16+ yrs). Established history (21+ yrs). Point 3 Rating: 2★ (upper mid). Top rated. Rating: 1★ (bottom quartile). Not Rated. Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 16.57% (upper mid). 5Y return: 15.08% (lower mid). 5Y return: 14.15% (bottom quartile). 5Y return: 18.42% (top quartile). 5Y return: 6.94% (bottom quartile). Point 6 3Y return: 22.39% (top quartile). 3Y return: 17.70% (bottom quartile). 3Y return: 21.90% (upper mid). 3Y return: 18.94% (lower mid). 3Y return: 5.73% (bottom quartile). Point 7 1Y return: 18.47% (top quartile). 1Y return: 17.61% (upper mid). 1Y return: 13.82% (lower mid). 1Y return: 13.13% (bottom quartile). 1Y return: 11.73% (bottom quartile). Point 8 Alpha: 3.75 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.66 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: -2.12 (bottom quartile). Point 9 Sharpe: 0.71 (upper mid). Sharpe: 0.93 (top quartile). Sharpe: 0.51 (bottom quartile). Sharpe: 0.70 (lower mid). Sharpe: 0.39 (bottom quartile). Point 10 Information ratio: 0.02 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.05 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: -0.77 (bottom quartile). SBI Healthcare Opportunities Fund
DSP Natural Resources and New Energy Fund
UTI Healthcare Fund
BOI AXA Manufacturing and Infrastructure Fund
SBI Magnum Global Fund
एसआयपीसाठी सर्वोत्तम केंद्रित निधी
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 SBI Focused Equity Fund Growth ₹399.426
↓ -1.43 ₹50,041 500 7.2 12.2 11.9 14.5 11.2 15.7 ICICI Prudential Focused Equity Fund Growth ₹91.8
↓ -1.42 ₹17,764 100 -0.2 6.4 -1.9 14.2 13.5 15.4 HDFC Focused 30 Fund Growth ₹225.998
↓ -3.67 ₹27,925 300 0.1 4.3 -3.4 12.7 16.2 10.9 Motilal Oswal Focused 25 Fund Growth ₹52.6999
↓ -1.38 ₹1,693 500 10.6 31.2 21.5 11.9 8.9 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Select Focus Fund SBI Focused Equity Fund ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund Motilal Oswal Focused 25 Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Highest AUM (₹50,041 Cr). Lower mid AUM (₹17,764 Cr). Upper mid AUM (₹27,925 Cr). Bottom quartile AUM (₹1,693 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (21+ yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). 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: 17.29% (top quartile). 5Y return: 11.18% (bottom quartile). 5Y return: 13.54% (lower mid). 5Y return: 16.19% (upper mid). 5Y return: 8.87% (bottom quartile). Point 6 3Y return: 17.03% (top quartile). 3Y return: 14.47% (upper mid). 3Y return: 14.16% (lower mid). 3Y return: 12.73% (bottom quartile). 3Y return: 11.94% (bottom quartile). Point 7 1Y return: 24.49% (top quartile). 1Y return: 11.93% (lower mid). 1Y return: -1.94% (bottom quartile). 1Y return: -3.44% (bottom quartile). 1Y return: 21.46% (upper mid). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 11.68 (upper mid). Alpha: 1.94 (lower mid). Alpha: -0.60 (bottom quartile). Alpha: 12.26 (top quartile). Point 9 Sharpe: 1.85 (top quartile). Sharpe: 0.54 (lower mid). Sharpe: 0.05 (bottom quartile). Sharpe: -0.08 (bottom quartile). Sharpe: 0.61 (upper mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 0.54 (lower mid). Information ratio: 1.18 (top quartile). Information ratio: 0.69 (upper mid). Information ratio: -0.07 (bottom quartile). Sundaram Select Focus Fund
SBI Focused Equity Fund
ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
Motilal Oswal Focused 25 Fund
एसआयपीसाठी सर्वोत्तम मूल्य निधी
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Capital Builder Value Fund Growth ₹772.625
↓ -11.85 ₹7,934 300 2.1 10.9 4.1 13.7 12.5 8.6 Aditya Birla Sun Life Pure Value Fund Growth ₹134.528
↓ -2.98 ₹6,739 1,000 1.3 13.9 9.3 12.3 12.8 2.6 Nippon India Value Fund Growth ₹216.135
↓ -3.42 ₹9,098 100 -2.9 2.9 -4.6 12 12.2 4.2 Tata Equity PE Fund Growth ₹342.02
↓ -6.66 ₹8,492 150 -0.5 2.8 -1.3 10.5 11.8 3.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹127.225
↓ -2.48 ₹8,492 150 -0.5 2.8 -1.3 10.5 11.7 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Capital Builder Value Fund Aditya Birla Sun Life Pure Value Fund Nippon India Value Fund Tata Equity PE Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Point 1 Bottom quartile AUM (₹7,934 Cr). Bottom quartile AUM (₹6,739 Cr). Highest AUM (₹9,098 Cr). Upper mid AUM (₹8,492 Cr). Lower mid AUM (₹8,492 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (16+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Not Rated. Top rated. 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: 12.49% (upper mid). 5Y return: 12.77% (top quartile). 5Y return: 12.22% (lower mid). 5Y return: 11.75% (bottom quartile). 5Y return: 11.71% (bottom quartile). Point 6 3Y return: 13.71% (top quartile). 3Y return: 12.27% (upper mid). 3Y return: 11.99% (lower mid). 3Y return: 10.51% (bottom quartile). 3Y return: 10.49% (bottom quartile). Point 7 1Y return: 4.09% (upper mid). 1Y return: 9.29% (top quartile). 1Y return: -4.59% (bottom quartile). 1Y return: -1.29% (bottom quartile). 1Y return: -1.29% (lower mid). Point 8 Alpha: 3.35 (upper mid). Alpha: 7.11 (top quartile). Alpha: -2.02 (bottom quartile). Alpha: -1.97 (lower mid). Alpha: -1.97 (bottom quartile). Point 9 Sharpe: 0.15 (upper mid). Sharpe: 0.34 (top quartile). Sharpe: -0.15 (lower mid). Sharpe: -0.17 (bottom quartile). Sharpe: -0.17 (bottom quartile). Point 10 Information ratio: 1.50 (top quartile). Information ratio: 0.52 (lower mid). Information ratio: 0.91 (upper mid). Information ratio: 0.12 (bottom quartile). Information ratio: 0.11 (bottom quartile). HDFC Capital Builder Value Fund
Aditya Birla Sun Life Pure Value Fund
Nippon India Value Fund
Tata Equity PE Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
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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