2022 - 2023 च्या टॉप 10 सर्वोत्कृष्ट SIP योजना

Table of Contents

पद्धतशीर गुंतवणूक योजनेत गुंतवणूक का करावी?
पद्धतशीर गुंतवणूक योजनेत गुंतवणूक कशी करावी?
आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम SIP योजना
सर्वोत्तम SIP गुंतवणूक कशी निवडावी?
एसआयपी कॅल्क्युलेटर (एसआयपी रिटर्न कॅल्क्युलेटर)
वारंवार विचारले जाणारे प्रश्न
Top 10 Funds

भारतातील सर्वोत्कृष्ट SIP योजना 2022

Updated on May 17, 2025 , 192951 views

सर्वोत्तमSIP योजना? त्यांना कसे निवडायचे? विचार करताना गुंतवणूकदारांच्या मनात हे काही सामान्य प्रश्न आहेतगुंतवणूक मध्येम्युच्युअल फंड SIP किंवा पद्धतशीर द्वारेगुंतवणूक योजना.

एसआयपी गुंतवणूक म्युच्युअल फंडात गुंतवणूक करताना सर्वात शिस्तबद्ध गुंतवणूक पर्यायांपैकी एक आहे. शिवाय, SIP म्युच्युअल फंडातील गुंतवणूकीची किमान रक्कम INR 500 इतकी कमी आहे. यामुळे गुंतवणूक करणे शक्य होते.शीर्ष SIP खूप सोयीस्कर योजना.

सामान्यतः, भारतातील काही सर्वोत्तम SIP योजना दीर्घ कालावधीसाठी गुंतवणूक केल्यावर चांगला परतावा देतात. एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅनमध्ये गुंतवणूक करून किती कमाई होऊ शकते हे जाणून घेण्यासाठी, तपासासिप कॅल्क्युलेटर (ज्याला SIP रिटर्न कॅल्क्युलेटर असेही म्हणतात) खालील विभाग.

पद्धतशीर गुंतवणूक योजनेत गुंतवणूक का करावी?

पद्धतशीर गुंतवणूक योजना अनेक फायद्यांसह येते. त्याची किमान गुंतवणूक रक्कमINR 500 म्युच्युअल फंडांमध्ये गुंतवणूकीचा प्रवास सुरू करण्यासाठी केवळ बहुतेक लोकांचेच नव्हे तर अनेक तरुणांचेही लक्ष वेधून घेतले आहे. अगुंतवणूकदार कोणाला हवे आहेSIP मध्ये गुंतवणूक करा त्यांचे प्रमुख नियोजन करू शकतातआर्थिक उद्दिष्टे जसे- मुलाचे शिक्षण, लग्नाचा खर्च, घर/गाडी खरेदी इ. शिस्तबद्ध पद्धतीने. एखादी व्यक्ती त्यांच्या उद्दिष्टांनुसार (अल्प-मुदती, मध्य-मुदती आणि दीर्घकालीन) गुंतवणूक सुरू करू शकते आणि ठराविक कालावधीत संपत्तीत वाढ करू शकते.

एसआयपी प्रमुख फायदे देतात जसे की रुपयाची सरासरी किंमत आणिकंपाउंडिंगची शक्ती. रुपयाची सरासरी किंमत एखाद्या व्यक्तीला मालमत्ता खरेदीच्या खर्चाची सरासरी काढण्यास मदत करते. एसआयपीमध्ये, युनिट्सची खरेदी दीर्घ कालावधीसाठी केली जाते आणि ती मासिक अंतराने (सामान्यत:) समान प्रमाणात पसरविली जाते. कालांतराने गुंतवणुकीचा प्रसार होत असल्याने ही गुंतवणूक स्टॉकमध्ये केली जातेबाजार वेगवेगळ्या किमतीच्या बिंदूंवर गुंतवणूकदाराला सरासरी खर्चाचा फायदा मिळतो, म्हणून रुपयाची सरासरी किंमत.

चक्रवाढ व्याजाच्या बाबतीत, साध्या व्याजाच्या विपरीत जेथे तुम्हाला फक्त मुद्दलावर व्याज मिळते, येथे व्याजाची रक्कम मुद्दलामध्ये जोडली जाते आणि व्याज नवीन मुद्दल (जुने मुद्दल अधिक नफा) वर मोजले जाते. ही प्रक्रिया प्रत्येक वेळी चालू राहते. SIP मधील म्युच्युअल फंड हप्त्यांमध्ये असल्याने, ते चक्रवाढ केले जातात, ज्यामुळे सुरुवातीला गुंतवलेल्या रकमेत अधिक भर पडते.

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सुरु करूया

तर, तुम्ही कशाची वाट पाहत आहात? तुमची SIP किंवा पद्धतशीर गुंतवणूक योजना सुरू करा आणि आता चांगली बचत करा!

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आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम SIP योजना

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Small Cap Fund Growth	₹162.873 ↓ -1.41	₹58,029	100	12.6	-2.8	4.1	28.1	41.6	26.1
ICICI Prudential Infrastructure Fund Growth	₹190.69 ↓ -1.32	₹7,416	100	13.3	5	7.6	32.9	41.2	27.4
Motilal Oswal Midcap 30 Fund Growth	₹98.3751 ↓ -0.97	₹27,780	500	7.4	-4.7	18.5	33.1	39.4	57.1
HDFC Infrastructure Fund Growth	₹46.793 ↓ -0.54	₹2,392	300	15.8	4	6.2	35.2	39.4	23
IDFC Infrastructure Fund Growth	₹49.501 ↓ -0.71	₹1,577	100	17.2	0.1	1.6	32	38.4	39.3
L&T Emerging Businesses Fund Growth	₹78.2281 ↓ -0.73	₹14,737	500	11.2	-5.7	2.2	24	38.3	28.5
Franklin India Smaller Companies Fund Growth	₹168.865 ↓ -0.95	₹12,530	500	13.3	-1.1	3.3	27.7	38.1	23.2
HDFC Small Cap Fund Growth	₹132.137 ↓ -1.12	₹30,880	300	11.8	-0.6	6.5	26.3	37.9	20.4
Franklin Build India Fund Growth	₹137.422 ↓ -1.11	₹2,726	500	13.5	1.5	2.4	33	37.5	27.8
DSP BlackRock India T.I.G.E.R Fund Growth	₹302.522 ↓ -2.02	₹4,950	500	13.4	-3.8	-2.3	30.3	37.4	32.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 25

* आधारीत निधीची यादीमालमत्ता >= 200 कोटी & क्रमवारी लावली5 वर्षाचा परतावा.

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (20 May 25)	₹162.873 ↓ -1.41 (-0.86 %)
Net Assets (Cr)	₹58,029 on 30 Apr 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.55
Sharpe Ratio	-0.21
Information Ratio	0.55
Alpha Ratio	1.49
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹19,886
30 Apr 22	₹27,720
30 Apr 23	₹30,657
30 Apr 24	₹49,376
30 Apr 25	₹49,414

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹828,779.
Net Profit of ₹528,779 Invest Now

Returns for Nippon India 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

Duration	Returns
1 Month	6.7%
3 Month	12.6%
6 Month	-2.8%
1 Year	4.1%
3 Year	28.1%
5 Year	41.6%
10 Year
15 Year
Since launch	21%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	26.1%
2023	48.9%
2022	6.5%
2021	74.3%
2020	29.2%
2019	-2.5%
2018	-16.7%
2017	63%
2016	5.6%
2015	15.1%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	8.33 Yr.
Kinjal Desai	25 May 18	6.94 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	22.85%
Consumer Cyclical	14.12%
Financial Services	13.91%
Basic Materials	12.5%
Consumer Defensive	9.15%
Health Care	8.25%
Technology	8.09%
Energy	1.92%
Utility	1.9%
Communication Services	1.47%
Real Estate	0.5%

Asset Allocation

Asset Class	Value
Cash	5.34%
Equity	94.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,280 Cr	6,650,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,134 Cr	1,851,010
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 18 \| DIXON	1%	₹773 Cr	470,144
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹766 Cr	4,472,130
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹724 Cr	2,499,222
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹718 Cr	9,100,000
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹693 Cr	31,784,062
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	1%	₹624 Cr	27,500,000
Emami Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| 531162	1%	₹623 Cr	9,970,126
NLC India Ltd (Utilities) Equity, Since 31 Oct 22 \| NLCINDIA	1%	₹619 Cr	27,190,940

2. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (20 May 25)	₹190.69 ↓ -1.32 (-0.69 %)
Net Assets (Cr)	₹7,416 on 30 Apr 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.22
Sharpe Ratio	-0.12
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹16,713
30 Apr 22	₹23,306
30 Apr 23	₹28,575
30 Apr 24	₹47,499
30 Apr 25	₹49,018

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹828,779.
Net Profit of ₹528,779 Invest Now

Returns for ICICI Prudential Infrastructure 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

Duration	Returns
1 Month	6.8%
3 Month	13.3%
6 Month	5%
1 Year	7.6%
3 Year	32.9%
5 Year	41.2%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.4%
2023	44.6%
2022	28.8%
2021	50.1%
2020	3.6%
2019	2.6%
2018	-14%
2017	40.8%
2016	2%
2015	-3.4%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	7.91 Yr.
Sharmila D’mello	30 Jun 22	2.84 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	37.76%
Basic Materials	20.96%
Financial Services	15.36%
Utility	9.33%
Energy	6.59%
Communication Services	1.87%
Consumer Cyclical	0.9%
Real Estate	0.82%

Asset Allocation

Asset Class	Value
Cash	5.82%
Equity	93.59%
Debt	0.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	9%	₹678 Cr	1,940,000 ↓ -112,790
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 May 24 \| ADANIPORTS	4%	₹312 Cr	2,637,644 ↓ -57,680
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	4%	₹264 Cr	86,408 ↓ -12,000
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	4%	₹262 Cr	12,522,005 ↑ 515,888
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	3%	₹250 Cr	7,000,000 ↓ -260,775
Vedanta Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 500295	3%	₹219 Cr	4,723,662 ↓ -200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	3%	₹216 Cr	1,600,000 ↓ -390,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹199 Cr	1,559,486 ↓ -150,000
Cummins India Ltd (Industrials) Equity, Since 31 May 17 \| 500480	3%	₹194 Cr	635,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| 522287	3%	₹186 Cr	1,903,566

3. Motilal Oswal Midcap 30 Fund

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.7% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (20 May 25)	₹98.3751 ↓ -0.97 (-0.98 %)
Net Assets (Cr)	₹27,780 on 30 Apr 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	0.38
Information Ratio	0.46
Alpha Ratio	8.89
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹15,779
30 Apr 22	₹22,526
30 Apr 23	₹24,941
30 Apr 24	₹40,218
30 Apr 25	₹45,886

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹791,728.
Net Profit of ₹491,728 Invest Now

Returns for Motilal Oswal Midcap 30 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

Duration	Returns
1 Month	9.3%
3 Month	7.4%
6 Month	-4.7%
1 Year	18.5%
3 Year	33.1%
5 Year	39.4%
10 Year
15 Year
Since launch	22.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	57.1%
2023	41.7%
2022	10.7%
2021	55.8%
2020	9.3%
2019	9.7%
2018	-12.7%
2017	30.8%
2016	5.2%
2015	16.5%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.58 Yr.
Niket Shah	1 Jul 20	4.83 Yr.
Rakesh Shetty	22 Nov 22	2.44 Yr.
Sunil Sawant	1 Jul 24	0.83 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Technology	29.99%
Consumer Cyclical	16.64%
Industrials	14.58%
Health Care	4.76%
Communication Services	3.95%
Real Estate	3.03%
Basic Materials	2.07%
Utility	0.35%
Financial Services	0.09%

Asset Allocation

Asset Class	Value
Cash	32.1%
Equity	67.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹2,794 Cr	5,250,000 ↑ 750,200
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	9%	₹2,630 Cr	3,600,000 ↑ 350,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹2,246 Cr	43,490,250 ↑ 3,495,625
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	5%	₹1,380 Cr	2,500,000 ↑ 275,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	4%	₹1,210 Cr	735,200
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500251	4%	₹1,105 Cr	2,135,744
Bharti Hexacom Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIHEXA	4%	₹1,098 Cr	6,500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	4%	₹1,095 Cr	9,969,361
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	4%	₹1,071 Cr	12,388,500
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	3%	₹827 Cr	2,700,000 ↑ 200,000

4. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund Growth
Launch Date	10 Mar 08
NAV (20 May 25)	₹46.793 ↓ -0.54 (-1.15 %)
Net Assets (Cr)	₹2,392 on 30 Apr 25
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.31
Sharpe Ratio	-0.27
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹15,304
30 Apr 22	₹20,191
30 Apr 23	₹23,618
30 Apr 24	₹43,071
30 Apr 25	₹43,168

HDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹791,728.
Net Profit of ₹491,728 Invest Now

Returns for HDFC Infrastructure 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

Duration	Returns
1 Month	6.3%
3 Month	15.8%
6 Month	4%
1 Year	6.2%
3 Year	35.2%
5 Year	39.4%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23%
2023	55.4%
2022	19.3%
2021	43.2%
2020	-7.5%
2019	-3.4%
2018	-29%
2017	43.3%
2016	-1.9%
2015	-2.5%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Srinivasan Ramamurthy	12 Jan 24	1.3 Yr.
Dhruv Muchhal	22 Jun 23	1.86 Yr.

Data below for HDFC Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	38.73%
Financial Services	20.42%
Basic Materials	10.95%
Utility	7.64%
Energy	7.08%
Communication Services	3.68%
Health Care	1.7%
Technology	1.31%
Real Estate	0.84%
Consumer Cyclical	0.48%

Asset Allocation

Asset Class	Value
Cash	6.07%
Equity	92.83%
Debt	1.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹175 Cr	1,300,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	6%	₹133 Cr	380,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| HDFCBANK	5%	₹128 Cr	700,000
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	4%	₹92 Cr	1,450,000
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| 532555	3%	₹79 Cr	2,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹77 Cr	150,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| 522287	3%	₹74 Cr	758,285
Coal India Ltd (Energy) Equity, Since 31 Oct 18 \| COALINDIA	3%	₹68 Cr	1,700,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹64 Cr	500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 20 \| BHARTIARTL	3%	₹61 Cr	350,000

5. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 12% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund Growth
Launch Date	8 Mar 11
NAV (20 May 25)	₹49.501 ↓ -0.71 (-1.41 %)
Net Assets (Cr)	₹1,577 on 30 Apr 25
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.33
Sharpe Ratio	-0.13
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹17,502
30 Apr 22	₹22,498
30 Apr 23	₹24,884
30 Apr 24	₹44,570
30 Apr 25	₹44,537

IDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746 Invest Now

Returns for IDFC Infrastructure 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

Duration	Returns
1 Month	6.8%
3 Month	17.2%
6 Month	0.1%
1 Year	1.6%
3 Year	32%
5 Year	38.4%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	39.3%
2023	50.3%
2022	1.7%
2021	64.8%
2020	6.3%
2019	-5.3%
2018	-25.9%
2017	58.7%
2016	10.7%
2015	-0.2%

Fund Manager information for IDFC Infrastructure Fund

Name	Since	Tenure
Vishal Biraia	24 Jan 24	1.27 Yr.
Ritika Behera	7 Oct 23	1.57 Yr.
Gaurav Satra	7 Jun 24	0.9 Yr.

Data below for IDFC Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	56.16%
Utility	13.16%
Basic Materials	9.87%
Communication Services	4.63%
Energy	3.69%
Financial Services	2.72%
Consumer Cyclical	2.55%
Technology	2.5%
Health Care	1.93%

Asset Allocation

Asset Class	Value
Cash	2.79%
Equity	97.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| KIRLOSBROS	5%	₹76 Cr	443,385
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹64 Cr	183,173
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| 532538	4%	₹58 Cr	50,452
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| RELIANCE	4%	₹58 Cr	452,706
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| GPTINFRA	4%	₹57 Cr	4,797,143
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹57 Cr	330,018
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| ADANIPORTS	3%	₹43 Cr	365,137
Bharat Electronics Ltd (Industrials) Equity, Since 31 Oct 19 \| BEL	3%	₹43 Cr	1,431,700
KEC International Ltd (Industrials) Equity, Since 30 Jun 24 \| 532714	3%	₹40 Cr	512,915
PTC India Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| PFS	2%	₹39 Cr	12,400,122

6. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 20.6% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund Growth
Launch Date	12 May 14
NAV (20 May 25)	₹78.2281 ↓ -0.73 (-0.92 %)
Net Assets (Cr)	₹14,737 on 30 Apr 25
Category	Equity - Small Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.73
Sharpe Ratio	-0.3
Information Ratio	-0.1
Alpha Ratio	-0.46
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹19,121
30 Apr 22	₹26,796
30 Apr 23	₹29,556
30 Apr 24	₹45,159
30 Apr 25	₹43,663

L&T Emerging Businesses Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746 Invest Now

Returns for L&T Emerging Businesses 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

Duration	Returns
1 Month	7.5%
3 Month	11.2%
6 Month	-5.7%
1 Year	2.2%
3 Year	24%
5 Year	38.3%
10 Year
15 Year
Since launch	20.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	28.5%
2023	46.1%
2022	1%
2021	77.4%
2020	15.5%
2019	-8.1%
2018	-13.7%
2017	66.5%
2016	10.2%
2015	12.3%

Fund Manager information for L&T Emerging Businesses Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	5.37 Yr.
Cheenu Gupta	1 Oct 23	1.58 Yr.
Sonal Gupta	1 Oct 23	1.58 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	26.11%
Consumer Cyclical	15.8%
Financial Services	13.58%
Basic Materials	10.91%
Technology	9.31%
Health Care	5.7%
Real Estate	4.71%
Consumer Defensive	4.25%
Energy	1.01%

Asset Allocation

Asset Class	Value
Cash	6.28%
Equity	93.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Neuland Laboratories Limited Equity, Since 31 Jan 24 \| -	2%	₹339 Cr	280,946 ↓ -11,533
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 30 Sep 22 \| 500040	2%	₹313 Cr	1,595,574
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 28 Feb 15 \| KPRMILL	2%	₹312 Cr	3,445,300 ↑ 158,403
The Federal Bank Ltd (Financial Services) Equity, Since 30 Sep 22 \| FEDERALBNK	2%	₹300 Cr	15,544,000 ↑ 2,257,421
Time Technoplast Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| TIMETECHNO	2%	₹284 Cr	6,810,500
Suven Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 20 \| SUVENPHAR	2%	₹265 Cr	2,298,085
Sumitomo Chemical India Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Oct 20 \| SUMICHEM	2%	₹261 Cr	4,672,221
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Jan 20 \| AMBER	2%	₹257 Cr	356,138
KFin Technologies Ltd (Technology) Equity, Since 31 Aug 24 \| KFINTECH	2%	₹250 Cr	2,429,736
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| 590003	2%	₹249 Cr	11,912,400

7. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (20 May 25)	₹168.865 ↓ -0.95 (-0.56 %)
Net Assets (Cr)	₹12,530 on 30 Apr 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	-0.31
Information Ratio	0.37
Alpha Ratio	-0.69
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹18,368
30 Apr 22	₹24,081
30 Apr 23	₹26,893
30 Apr 24	₹43,206
30 Apr 25	₹42,389

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746 Invest Now

Returns for Franklin India Smaller Companies 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

Duration	Returns
1 Month	8.2%
3 Month	13.3%
6 Month	-1.1%
1 Year	3.3%
3 Year	27.7%
5 Year	38.1%
10 Year
15 Year
Since launch	15.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.2%
2023	52.1%
2022	3.6%
2021	56.4%
2020	18.7%
2019	-5%
2018	-17.4%
2017	43.5%
2016	10.2%
2015	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.25 Yr.
Sandeep Manam	18 Oct 21	3.54 Yr.
Akhil Kalluri	8 Sep 22	2.64 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	19.26%
Financial Services	18.94%
Consumer Cyclical	15.15%
Health Care	11.27%
Basic Materials	10.48%
Technology	4.67%
Real Estate	4.54%
Consumer Defensive	3.5%
Utility	2.72%
Energy	0.93%
Communication Services	0.01%

Asset Allocation

Asset Class	Value
Cash	7.22%
Equity	92.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹388 Cr	8,018,630
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	3%	₹378 Cr	3,868,691
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| 590003	2%	₹293 Cr	13,998,917
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹275 Cr	1,387,967
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹265 Cr	1,866,828
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹264 Cr	48,064,081
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| CROMPTON	2%	₹244 Cr	6,900,000
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 21 \| ICICIBANK	2%	₹237 Cr	1,759,945
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹235 Cr	1,448,723
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹232 Cr	4,963,469

8. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch. Ranked 9 in Small Cap category. Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (20 May 25)	₹132.137 ↓ -1.12 (-0.84 %)
Net Assets (Cr)	₹30,880 on 30 Apr 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.64
Sharpe Ratio	-0.39
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹19,025
30 Apr 22	₹25,051
30 Apr 23	₹28,876
30 Apr 24	₹43,622
30 Apr 25	₹42,575

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118 Invest Now

Returns for HDFC 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

Duration	Returns
1 Month	8.6%
3 Month	11.8%
6 Month	-0.6%
1 Year	6.5%
3 Year	26.3%
5 Year	37.9%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.4%
2023	44.8%
2022	4.6%
2021	64.9%
2020	20.2%
2019	-9.5%
2018	-8.1%
2017	60.8%
2016	5.4%
2015	6.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	10.85 Yr.
Dhruv Muchhal	22 Jun 23	1.86 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	23.44%
Consumer Cyclical	18.16%
Technology	13.98%
Health Care	13.25%
Financial Services	12.89%
Basic Materials	7.16%
Consumer Defensive	1.98%
Communication Services	1.95%
Utility	0.3%

Asset Allocation

Asset Class	Value
Cash	6.88%
Equity	93.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	6%	₹1,847 Cr	54,282,581 ↓ -584,260
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,176 Cr	24,326,653
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| 532134	4%	₹1,070 Cr	46,828,792
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	3%	₹1,041 Cr	3,750,096 ↑ 5,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| 532843	3%	₹870 Cr	12,453,275
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	3%	₹847 Cr	5,974,796 ↑ 3,139
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹732 Cr	11,442,105
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	2%	₹699 Cr	12,056,000
Power Mech Projects Ltd (Industrials) Equity, Since 31 Aug 15 \| POWERMECH	2%	₹671 Cr	2,469,936
Sonata Software Ltd (Technology) Equity, Since 31 Oct 17 \| SONATSOFTW	2%	₹601 Cr	17,380,423 ↑ 541,352

9. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.2% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (20 May 25)	₹137.422 ↓ -1.11 (-0.80 %)
Net Assets (Cr)	₹2,726 on 30 Apr 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.13
Sharpe Ratio	-0.22
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹16,108
30 Apr 22	₹20,532
30 Apr 23	₹23,797
30 Apr 24	₹42,406
30 Apr 25	₹42,952

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118 Invest Now

Returns for Franklin Build India 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

Duration	Returns
1 Month	5.5%
3 Month	13.5%
6 Month	1.5%
1 Year	2.4%
3 Year	33%
5 Year	37.5%
10 Year
15 Year
Since launch	18.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.8%
2023	51.1%
2022	11.2%
2021	45.9%
2020	5.4%
2019	6%
2018	-10.7%
2017	43.3%
2016	8.4%
2015	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.54 Yr.
Kiran Sebastian	7 Feb 22	3.23 Yr.
Sandeep Manam	18 Oct 21	3.54 Yr.

Data below for Franklin Build India Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	34.52%
Utility	13.44%
Energy	12.09%
Financial Services	11.98%
Communication Services	7.87%
Basic Materials	7.07%
Consumer Cyclical	3.06%
Real Estate	2.9%
Technology	1.74%

Asset Allocation

Asset Class	Value
Cash	5.33%
Equity	94.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹232 Cr	665,000 ↓ -55,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	6%	₹162 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹153 Cr	300,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹153 Cr	1,200,000 ↑ 150,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	6%	₹148 Cr	4,125,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	5%	₹123 Cr	5,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹123 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹110 Cr	1,000,000 ↑ 100,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	4%	₹98 Cr	3,365,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	3%	₹75 Cr	2,000,000

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

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.7% since its launch. Ranked 12 in Sectoral category. Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund Growth
Launch Date	11 Jun 04
NAV (20 May 25)	₹302.522 ↓ -2.02 (-0.66 %)
Net Assets (Cr)	₹4,950 on 30 Apr 25
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.24
Sharpe Ratio	-0.29
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 20	₹10,000
30 Apr 21	₹16,255
30 Apr 22	₹21,383
30 Apr 23	₹24,503
30 Apr 24	₹43,134
30 Apr 25	₹42,251

DSP BlackRock India T.I.G.E.R Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118 Invest Now

Returns for DSP BlackRock India T.I.G.E.R 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

Duration	Returns
1 Month	5.7%
3 Month	13.4%
6 Month	-3.8%
1 Year	-2.3%
3 Year	30.3%
5 Year	37.4%
10 Year
15 Year
Since launch	17.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	32.4%
2023	49%
2022	13.9%
2021	51.6%
2020	2.7%
2019	6.7%
2018	-17.2%
2017	47%
2016	4.1%
2015	0.7%

Fund Manager information for DSP BlackRock India T.I.G.E.R Fund

Name	Since	Tenure
Rohit Singhania	21 Jun 10	14.87 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 30 Apr 25

Equity Sector Allocation

Sector	Value
Industrials	31.06%
Basic Materials	15.26%
Consumer Cyclical	9.15%
Utility	8.67%
Financial Services	6.66%
Health Care	6.6%
Energy	5.71%
Communication Services	4.44%
Technology	2.67%
Real Estate	1.73%
Consumer Defensive	1.46%

Asset Allocation

Asset Class	Value
Cash	6.59%
Equity	93.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| 532555	5%	₹256 Cr	7,145,883
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	4%	₹212 Cr	1,223,115 ↑ 142,509
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	4%	₹195 Cr	559,286
Siemens Ltd (Industrials) Equity, Since 30 Nov 18 \| 500550	4%	₹195 Cr	369,482
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	3%	₹163 Cr	245,928 ↑ 94,969
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 24 \| AMBER	3%	₹148 Cr	205,752 ↑ 76,624
Coal India Ltd (Energy) Equity, Since 31 Dec 23 \| COALINDIA	3%	₹132 Cr	3,321,453
Rainbow Childrens Medicare Ltd (Healthcare) Equity, Since 31 Jan 25 \| 543524	3%	₹131 Cr	935,870 ↑ 587,697
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 25 \| 532898	2%	₹114 Cr	3,920,048 ↑ 2,342,026
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	2%	₹113 Cr	1,570,529 ↑ 68,054

सर्वोत्तम SIP गुंतवणूक कशी निवडावी?

असे विविध म्युच्युअल फंड आहेत जे तुम्हाला एसआयपीद्वारे गुंतवणूक करण्याची परवानगी देतात. परंतु मुख्य समस्या निवडणे आहेसर्वोत्तम म्युच्युअल फंड SIP साठी. सर्वोत्कृष्ट म्युच्युअल फंड व्यक्तीपरत्वे बदलू शकतात, तरीही गुंतवणूकदार सर्वोत्तम SIP म्युच्युअल फंड निवडण्यापूर्वी विचारात घेऊ शकतात अशा काही मुद्द्यांची यादी खाली दिली आहे.

SIP गुंतवणुकीचे उद्दिष्ट समजून घ्या

जेव्हा गुंतवणुकीचा प्रश्न येतो तेव्हा आपल्यापैकी प्रत्येकाचे उद्दिष्ट वेगळे असते. त्यामुळे म्युच्युअल फंडामध्ये एसआयपीद्वारे गुंतवणूक करण्यापूर्वी, तुमच्या गुंतवणुकीच्या उद्दिष्टांचे स्पष्ट चित्र मिळवण्याचा सल्ला दिला जातो.जोखीम प्रोफाइल. साधारणपणे,इक्विटी म्युच्युअल फंड दीर्घकालीन उद्दिष्टांसाठी फायदेशीर मानले जातेपैसा बाजार आणिकर्ज निधी अल्पकालीन उद्दिष्टांसाठी योग्य आहेत.

फंड हाऊस जाणून घ्या

SIP रिटर्न्सचा मोठा भाग तुमच्या वतीने तुमचे पैसे व्यवस्थापित करणाऱ्या फंड हाऊसवर अवलंबून असतो. फंड हाऊसचे उद्दिष्ट अयशस्वी झाल्यास, तुम्ही तुमचे पैसे गमावाल. तुमच्याकडे सर्वोत्तम एसआयपी योजना असल्याची खात्री करण्यासाठी एक नामांकित फंड हाऊस निवडा.

SIP म्युच्युअल फंडाच्या फंड कामगिरीचे निरीक्षण करा

मूलभूत कारणांपैकी एक कारण जे लोकम्युच्युअल फंडात गुंतवणूक करा SIP च्या माध्यमातून पैसे कमवायचे आहेत. म्हणून, सर्वोत्तम फंड निवडण्यासाठी आणि नंतर सर्वोत्तम SIP योजनांमध्ये गुंतवणूक करण्यासाठी ठराविक कालावधीत निधीच्या कामगिरीचे विश्लेषण करणे महत्त्वाचे आहे. सामान्यतः, इक्विटी म्युच्युअल फंडांसाठी दीर्घकालीन कामगिरीकडे लक्ष दिले जाते, तर कर्जासाठी म्युच्युअल फंड्ससाठी अल्प ते मध्यम मुदतीच्या परताव्याचा विचार केला जातो.

SIP चे भार आणि आवर्ती खर्चाचे विश्लेषण करा

शेवटचे परंतु किमान नाही, निर्गमन भार आणि खर्चाचे प्रमाण जर विनिर्दिष्ट कालावधीपूर्वी (सामान्यतः लॉक-इन कालावधी म्हणतात) मधील गुंतवणूकीची पूर्तता केली असेल तर.

म्हणून, हे पॅरामीटर्स लक्षात घेऊन सर्वोत्तम SIP योजना निवडण्याचा सल्ला दिला जातो. गुंतवणूक करण्यापूर्वी विचार करा!

एसआयपी कॅल्क्युलेटर (एसआयपी रिटर्न कॅल्क्युलेटर)

च्या साठीआर्थिक नियोजन, SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर हे सर्वोत्तम साधनांपैकी एक आहे.

कंपाउंडिंगच्या सामर्थ्याने तुमचा SIP कसा वाढतो यावर नजर ठेवण्यासाठी खालील उदाहरणाचा विचार करा.

मासिक गुंतवणूक	गुंतवणुकीचा कालावधी	एकूण गुंतवणूक केलेली रक्कम	अंतिम मूल्य @ 14% p.a.
१,000	5 वर्षे	60,000	८७,२००
1,000	10 वर्षे	1,20,000	२,६२,०९१
1,000	15 वर्षे	1,80,000	६,१२,८५३

वरील तक्त्यामध्ये नमूद केले आहे की जर तुम्ही SIP म्युच्युअल फंडामध्ये दरमहा INR 1,000 ची गुंतवणूक केली तर, 5 वर्षातील तुमची एकूण गुंतवणूक INR 60,000 असेल आणि तुमची SIP 14% p.a च्या गृहित परताव्याच्या टक्केवारीने परत येईल. होईल87,2001 रुपये, अनुक्रमे. त्याचप्रमाणे 10 वर्षांत एकूण गुंतवणूक होईलINR 1,20,000 आणि 14% p.a च्या गृहित टक्केवारीवर SIP परतावा. होईलINR 2,62,091.

त्याच प्रकारे, 15 वर्षांत गुंतवणूक होईलINR 1,80,000 आणि 14% p.a च्या परताव्याच्या टक्केवारीचे अंतिम मूल्य असेलINR 6,12,853, अनुक्रमे.

तर, एका महिन्यात फक्त INR 1,000 ची गुंतवणूक करून, पुढील वर्षांमध्ये तुमचे पैसे कसे वाढतील ते पहा. गुंतवणुकीसाठी सर्वोत्तम SIP म्युच्युअल फंड निवडताना वरील गणिते विचारात घ्या.

वारंवार विचारले जाणारे प्रश्न

1. SIP म्हणजे काय?

अ: एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅन हा म्युच्युअल फंड योजनेंतर्गत ऑफर केलेला गुंतवणूक मार्ग आहे, जेथे ठराविक रक्कम नियमित अंतराने योजनेअंतर्गत गुंतवली जाते. हा हप्ता रु. 500 इतका लहान असू शकतो.

2. SIP चे फायदे काय आहेत?

अ: SIP चा प्राथमिक फायदा हा आहे की ते गुंतवणूक अधिक शिस्तबद्ध करते. हे गुंतवणूकदारांना करू देतेआर्थिक योजना उपयुक्त आणि गुंतवणुकदाराला गुंतवणूकदारामध्ये गुंतवणुकीची सवय विकसित करण्यास मदत करते.

3. SIP मध्ये कोण गुंतवणूक करू शकते?

अ: SIP मध्ये कोणीही गुंतवणूक करू शकतो. परंतु, तुम्ही तुमचे जोखीम विश्लेषण करणे आवश्यक आहे, म्हणजे तुम्हाला किती जोखीम घ्यायची आहे. तसेच, सुरू करण्यासाठी, तुम्हाला पॅन तपशील, पत्ता पुरावा आणि आवश्यक आहेबँक तपशील

4. ऑफलाइन मोडमध्ये एसआयपीमध्ये गुंतवणूक करण्यासाठी कोणत्या पायऱ्या आहेत?

अ: ऑफलाइन मोडमध्ये गुंतवणूक करण्यासाठी, तुम्हाला अर्ज भरावा लागेल, मासिक किंवा त्रैमासिक SIP रकमेसाठी चेक सबमिट करावा लागेल, त्याची एक प्रत प्रदान करावी लागेल.पॅन कार्ड, पत्त्याचा पुरावा आणि तुमच्या बँक तपशीलांचा पुरावा म्हणून रद्द केलेला चेक.

5. मी ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक का करावी?

अ: ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडाने 3 मार्च 2000 रोजी लाँच झाल्यापासून 11.9% परतावा दर्शविला आहे. इतर फंडांच्या विपरीत, 2020 मध्ये, त्याने 70.6% परतावा स्थापित केला आहे. म्हणून, ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक करणे फायदेशीर ठरले आहे आणि पाच वर्षांसाठी एसआयपीमध्ये गुंतवणूक केली आहे.

6. मी SBI ब्लूचिप फंड रेग्युलर ग्रोथमध्ये गुंतवणूक का करावी?

अ: एसबीआय ब्लूचिप फंड रेग्युलर ग्रोथने पाच वर्षांच्या वाढीचा दर दर्शविला आहे५.२९%, जे तुलनेने जास्त आहे.

7. SIP मध्ये गुंतवणूक करताना तुम्ही कशाचा विचार केला पाहिजे?

अ: जेव्हा तुम्ही SIP मध्ये गुंतवणूक करता तेव्हा तुम्ही नेट अॅसेट व्हॅल्यू किंवानाही. तुम्ही योजनेसाठी केलेली ही गुंतवणूक आहे. तुम्ही त्याचे रेटिंग आणि त्याची ऐतिहासिक कामगिरी देखील तपासली पाहिजे. तुमची गुंतवणूक सुरक्षित आहे याची खात्री करण्यासाठी SIP द्वारे मिळणारे परतावा समजून घेणे आवश्यक आहे.

8. SIP साठी KYC महत्वाचे आहे का?

अ: होय, एसआयपीसाठीही केवायसी आवश्यक आहे. एसआयपी म्युच्युअल फंडाच्या योजनेंतर्गत येत असल्याने, तुम्हाला एसआयपीमध्ये गुंतवणूक करण्यासाठी केवायसी कागदपत्रे प्रदान करावी लागतील.

9. SIP मध्ये किमान गुंतवणुकीची आवश्यकता असते का?

अ: होय, काही SIP साठी किमान गुंतवणूक आवश्यक असते. उदाहरणार्थ, आदित्य बिर्ला सन लाइफ डिजिटल इंडिया फंडासाठी किमान SIP गुंतवणुकीची आवश्यकता रु. 1000 आहे. SBI ब्लूचिप फंड नियमित वाढीसाठी किमान रु. 5000 ची आवश्यकता आहे. अशा प्रकारे, तुम्ही ज्या एसआयपीमध्ये गुंतवणूक करत आहात त्यावर अवलंबून, तुम्हाला तुमची गुंतवणूक रक्कम वाढवावी लागेल.

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.