+91-22-489139091 वर्षाच्या गुंतवणूक 2022 साठी 9 सर्वोत्तम SIP योजना
सर्वोत्तम SIP योजना? त्यांना कसे निवडायचे? विचार करताना गुंतवणूकदारांच्या मनात हे काही सामान्य प्रश्न आहेतम्युच्युअल फंडात गुंतवणूक a द्वारेSIP किंवा पद्धतशीरगुंतवणूक योजना.
एसआयपी गुंतवणूक सर्वात शिस्तबद्ध एक आहेगुंतवणूक गुंतवणूक करताना पर्यायम्युच्युअल फंड. शिवाय, SIP म्युच्युअल फंडातील गुंतवणूकीची किमान रक्कम INR 500 इतकी कमी आहे. यामुळे गुंतवणूक करणे शक्य होते.शीर्ष SIP खूप सोयीस्कर योजना.
SIP मध्ये गुंतवणूक का करावी?
बचतीची सवय लावण्यासाठी म्युच्युअल फंडातील SIP गुंतवणूक हा सर्वात सोयीचा मार्ग आहे. बर्याचदा कमावत्या लोकांची तरुण पिढी जास्त बचत करत नाही. सिस्टीमॅटिक इन्व्हेस्टमेंट प्लॅन असण्यासाठी एखाद्याला मोठ्या प्रमाणात गुंतवणूक करण्याची आवश्यकता नाही कारण सुरुवातीची रक्कम रु 500 इतकी कमी आहे आणि काही फंड INR 100 साठी मासिक SIP देखील देतात. लहानपणापासूनच, एखाद्याला आपली बचत गुंतवणुकीचा एक प्रकार म्हणून करण्याची सवय लागू शकते. एसआयपी, त्याद्वारे प्रत्येक महिन्यात बचत करण्यासाठी निश्चित रक्कम बाजूला ठेवते. पद्धतशीर गुंतवणूक योजना हे स्मार्ट गुंतवणुकीचे सर्वात महत्वाचे साधन आहे.
एसआयपी तुम्हाला तुमच्यासाठी तयार करण्यात मदत करतेआर्थिक उद्दिष्टे त्रास-मुक्त पद्धतीने. एसआयपी असणे अत्यंत सोयीचे आहे कारण म्युच्युअल फंडांना कागदपत्रे फक्त एकदाच करावी लागतात ज्यानंतर मासिक रक्कम डेबिट केली जातेबँक हस्तक्षेप न करता थेट खाते. परिणामी, SIP ला इतर गुंतवणूक आणि बचत पर्यायांसाठी आवश्यक प्रयत्नांची आवश्यकता नसते.
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आर्थिक वर्ष 22 - 23 मध्ये 1 वर्षाच्या गुंतवणुकीसाठी सर्वोत्तम SIP योजना
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹563.709
↑ 0.12 ₹22,389 1,000 1.6 3.4 7.7 7.5 7.9 6.81% 5M 19D 6M 22D ICICI Prudential Ultra Short Term Fund Growth ₹28.4403
↑ 0.01 ₹17,841 1,000 1.6 3.2 7.3 7.2 7.5 6.64% 4M 24D 6M 11D Invesco India Ultra Short Term Fund Growth ₹2,764.18
↑ 0.43 ₹1,259 1,000 1.4 3 7 7 7.5 6.37% 4M 23D 5M 2D Kotak Savings Fund Growth ₹43.9591
↑ 0.01 ₹15,149 1,000 1.5 3.1 7 7 7.2 6.49% 5M 12D 6M 11D Nippon India Ultra Short Duration Fund Growth ₹4,130.49
↑ 0.81 ₹12,641 100 1.5 3.1 7 6.9 7.2 6.81% 5M 17D 7M 19D DSP Money Manager Fund Growth ₹3,488.21
↑ 0.54 ₹3,960 500 1.4 2.9 6.8 6.8 6.9 6.54% 5M 12D 7M 20D UTI Ultra Short Term Fund Growth ₹4,343.05
↑ 0.72 ₹4,097 500 1.4 3 6.8 6.9 7.2 6.63% 5M 15D 6M 13D BOI AXA Liquid Fund Growth ₹3,078.9
↑ 0.37 ₹1,513 1,000 1.5 3 6.7 7 7.4 5.95% 1M 10D 1M 10D Indiabulls Liquid Fund Growth ₹2,585.24
↑ 0.41 ₹155 500 1.4 2.9 6.6 6.9 7.4 6.03% 1M 9D 1M 9D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 25 Research Highlights & Commentary of 9 Funds showcased
Commentary Aditya Birla Sun Life Savings Fund ICICI Prudential Ultra Short Term Fund Invesco India Ultra Short Term Fund Kotak Savings Fund Nippon India Ultra Short Duration Fund DSP Money Manager Fund UTI Ultra Short Term Fund BOI AXA Liquid Fund Indiabulls Liquid Fund Point 1 Highest AUM (₹22,389 Cr). Top quartile AUM (₹17,841 Cr). Bottom quartile AUM (₹1,259 Cr). Upper mid AUM (₹15,149 Cr). Upper mid AUM (₹12,641 Cr). Lower mid AUM (₹3,960 Cr). Lower mid AUM (₹4,097 Cr). Bottom quartile AUM (₹1,513 Cr). Bottom quartile AUM (₹155 Cr). Point 2 Established history (22+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (22+ yrs). Established history (17+ yrs). Established history (14+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 5★ (top quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 7.65% (top quartile). 1Y return: 7.25% (top quartile). 1Y return: 6.99% (upper mid). 1Y return: 6.96% (upper mid). 1Y return: 6.95% (lower mid). 1Y return: 6.85% (lower mid). 1Y return: 6.79% (bottom quartile). 1Y return: 6.66% (bottom quartile). 1Y return: 6.65% (bottom quartile). Point 6 1M return: 0.57% (top quartile). 1M return: 0.54% (top quartile). 1M return: 0.49% (lower mid). 1M return: 0.51% (upper mid). 1M return: 0.52% (upper mid). 1M return: 0.49% (bottom quartile). 1M return: 0.50% (lower mid). 1M return: 0.49% (bottom quartile). 1M return: 0.49% (bottom quartile). Point 7 Sharpe: 3.40 (top quartile). Sharpe: 2.79 (upper mid). Sharpe: 2.37 (lower mid). Sharpe: 1.86 (bottom quartile). Sharpe: 2.13 (lower mid). Sharpe: 1.47 (bottom quartile). Sharpe: 1.70 (bottom quartile). Sharpe: 3.61 (top quartile). Sharpe: 2.76 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 1.09 (top quartile). Information ratio: -1.01 (bottom quartile). Point 9 Yield to maturity (debt): 6.81% (top quartile). Yield to maturity (debt): 6.64% (upper mid). Yield to maturity (debt): 6.37% (bottom quartile). Yield to maturity (debt): 6.49% (lower mid). Yield to maturity (debt): 6.81% (top quartile). Yield to maturity (debt): 6.54% (lower mid). Yield to maturity (debt): 6.63% (upper mid). Yield to maturity (debt): 5.95% (bottom quartile). Yield to maturity (debt): 6.03% (bottom quartile). Point 10 Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.40 yrs (upper mid). Modified duration: 0.40 yrs (upper mid). Modified duration: 0.45 yrs (lower mid). Modified duration: 0.46 yrs (bottom quartile). Modified duration: 0.45 yrs (lower mid). Modified duration: 0.46 yrs (bottom quartile). Modified duration: 0.11 yrs (top quartile). Modified duration: 0.11 yrs (top quartile). Aditya Birla Sun Life Savings Fund
ICICI Prudential Ultra Short Term Fund
Invesco India Ultra Short Term Fund
Kotak Savings Fund
Nippon India Ultra Short Duration Fund
DSP Money Manager Fund
UTI Ultra Short Term Fund
BOI AXA Liquid Fund
Indiabulls Liquid Fund
The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents. Below is the key information for Aditya Birla Sun Life Savings Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Regular Income Fund) The fund’s objective is to generate regular income through investments primarily in debt and money market instruments. As a secondary objective, the Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the Scheme. Research Highlights for ICICI Prudential Ultra Short Term Fund Below is the key information for ICICI Prudential Ultra Short Term Fund Returns up to 1 year are on (Erstwhile Invesco India Medium Term Bond Fund) The objective is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. Research Highlights for Invesco India Ultra Short Term Fund Below is the key information for Invesco India Ultra Short Term Fund Returns up to 1 year are on (Erstwhile Kotak Treasury Advantage Fund) The investment objective of the Scheme is to generate returns through investments in debt and money market instruments with a view to reduce the interest rate risk. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. Research Highlights for Kotak Savings Fund Below is the key information for Kotak Savings Fund Returns up to 1 year are on (Erstwhile Reliance Liquid Fund - Cash Plan) The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and high liquidity. Accordingly, investments shall predominantly be made in Debt and Money Market Instruments. Research Highlights for Nippon India Ultra Short Duration Fund Below is the key information for Nippon India Ultra Short Duration Fund Returns up to 1 year are on "The primary investment objective of the Scheme is to seek to generate reasonable returns commensurate with low risk and a high degree of liquidity, from a portfolio constituted of money market securities and high quality debt securities. However, there can be no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP Money Manager Fund Below is the key information for DSP Money Manager Fund Returns up to 1 year are on (Erstwhile UTI - Floating Rate Fund - Short Term Plan) To generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, fixed rate debt / money market instruments swapped for floating rate returns. The Scheme may also invest a portion of its net assets in fixed rate debt securities and money market instruments .However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for UTI Ultra Short Term Fund Below is the key information for UTI Ultra Short Term Fund Returns up to 1 year are on Objective The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of debt and money market instruments.
However there can be no assurance that the investment objectives of the Scheme will be realized. Research Highlights for BOI AXA Liquid Fund Below is the key information for BOI AXA Liquid Fund Returns up to 1 year are on To provide a high level of liquidity with returns commensurate with low risk through a portfolio of money market and debt securities with maturity of up to 91days. However, there can be no assurance that the investment objective of the scheme will be achieved. Research Highlights for Indiabulls Liquid Fund Below is the key information for Indiabulls Liquid Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Savings Fund
Aditya Birla Sun Life Savings Fund
Growth Launch Date 16 Apr 03 NAV (28 Nov 25) ₹563.709 ↑ 0.12 (0.02 %) Net Assets (Cr) ₹22,389 on 31 Oct 25 Category Debt - Ultrashort Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.55 Sharpe Ratio 3.4 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.81% Effective Maturity 6 Months 22 Days Modified Duration 5 Months 19 Days Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.6% 3 Month 1.6% 6 Month 3.4% 1 Year 7.7% 3 Year 7.5% 5 Year 6.2% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.9% 2023 7.2% 2022 4.8% 2021 3.9% 2020 7% 2019 8.5% 2018 7.6% 2017 7.2% 2016 9.2% 2015 8.9% Fund Manager information for Aditya Birla Sun Life Savings Fund
Name Since Tenure Data below for Aditya Birla Sun Life Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential Ultra Short Term Fund
ICICI Prudential Ultra Short Term Fund
Growth Launch Date 3 May 11 NAV (28 Nov 25) ₹28.4403 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹17,841 on 31 Oct 25 Category Debt - Ultrashort Bond AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 0.8 Sharpe Ratio 2.79 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (0.5%),1 Months and above(NIL) Yield to Maturity 6.64% Effective Maturity 6 Months 11 Days Modified Duration 4 Months 24 Days Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.6% 6 Month 3.2% 1 Year 7.3% 3 Year 7.2% 5 Year 6% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 6.9% 2022 4.5% 2021 4% 2020 6.5% 2019 8.4% 2018 7.5% 2017 6.9% 2016 9.8% 2015 9.1% Fund Manager information for ICICI Prudential Ultra Short Term Fund
Name Since Tenure Data below for ICICI Prudential Ultra Short Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India Ultra Short Term Fund
Invesco India Ultra Short Term Fund
Growth Launch Date 30 Dec 10 NAV (28 Nov 25) ₹2,764.18 ↑ 0.43 (0.02 %) Net Assets (Cr) ₹1,259 on 31 Oct 25 Category Debt - Ultrashort Bond AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 0.74 Sharpe Ratio 2.37 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.37% Effective Maturity 5 Months 2 Days Modified Duration 4 Months 23 Days Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 7% 3 Year 7% 5 Year 5.6% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 6.6% 2022 4.1% 2021 3% 2020 5.1% 2019 7.6% 2018 7.3% 2017 7.1% 2016 9.1% 2015 8.3% Fund Manager information for Invesco India Ultra Short Term Fund
Name Since Tenure Data below for Invesco India Ultra Short Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Kotak Savings Fund
Kotak Savings Fund
Growth Launch Date 13 Aug 04 NAV (28 Nov 25) ₹43.9591 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹15,149 on 31 Oct 25 Category Debt - Ultrashort Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.81 Sharpe Ratio 1.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.49% Effective Maturity 6 Months 11 Days Modified Duration 5 Months 12 Days Growth of 10,000 investment over the years.
Date Value Returns for Kotak Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3.1% 1 Year 7% 3 Year 7% 5 Year 5.7% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.2% 2023 6.8% 2022 4.5% 2021 3.2% 2020 5.8% 2019 7.8% 2018 7.4% 2017 6.7% 2016 8.2% 2015 8.6% Fund Manager information for Kotak Savings Fund
Name Since Tenure Data below for Kotak Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Nippon India Ultra Short Duration Fund
Nippon India Ultra Short Duration Fund
Growth Launch Date 7 Dec 01 NAV (28 Nov 25) ₹4,130.49 ↑ 0.81 (0.02 %) Net Assets (Cr) ₹12,641 on 31 Oct 25 Category Debt - Ultrashort Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Low Expense Ratio 1.12 Sharpe Ratio 2.13 Information Ratio 0 Alpha Ratio 0 Min Investment 100 Min SIP Investment 100 Exit Load NIL Yield to Maturity 6.81% Effective Maturity 7 Months 19 Days Modified Duration 5 Months 17 Days Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Ultra Short Duration Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3.1% 1 Year 7% 3 Year 6.9% 5 Year 6.6% 10 Year 15 Year Since launch 6.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.2% 2023 6.7% 2022 4.6% 2021 7.8% 2020 4.9% 2019 0.9% 2018 7.3% 2017 5.8% 2016 6.8% 2015 7.6% Fund Manager information for Nippon India Ultra Short Duration Fund
Name Since Tenure Data below for Nippon India Ultra Short Duration Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. DSP Money Manager Fund
DSP Money Manager Fund
Growth Launch Date 31 Jul 06 NAV (28 Nov 25) ₹3,488.21 ↑ 0.54 (0.02 %) Net Assets (Cr) ₹3,960 on 31 Oct 25 Category Debt - Ultrashort Bond AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately Low Expense Ratio 1.02 Sharpe Ratio 1.47 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.54% Effective Maturity 7 Months 20 Days Modified Duration 5 Months 12 Days Growth of 10,000 investment over the years.
Date Value Returns for DSP Money Manager Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 2.9% 1 Year 6.8% 3 Year 6.8% 5 Year 5.4% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.9% 2023 6.7% 2022 4.1% 2021 2.9% 2020 4.7% 2019 7.3% 2018 5% 2017 6% 2016 7.5% 2015 7.9% Fund Manager information for DSP Money Manager Fund
Name Since Tenure Data below for DSP Money Manager Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. UTI Ultra Short Term Fund
UTI Ultra Short Term Fund
Growth Launch Date 29 Aug 03 NAV (28 Nov 25) ₹4,343.05 ↑ 0.72 (0.02 %) Net Assets (Cr) ₹4,097 on 31 Oct 25 Category Debt - Ultrashort Bond AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.93 Sharpe Ratio 1.7 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.63% Effective Maturity 6 Months 13 Days Modified Duration 5 Months 15 Days Growth of 10,000 investment over the years.
Date Value Returns for UTI Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 6.8% 3 Year 6.9% 5 Year 6.2% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.2% 2023 6.7% 2022 4.2% 2021 6.1% 2020 5.3% 2019 3.3% 2018 7% 2017 6.6% 2016 8.9% 2015 8.5% Fund Manager information for UTI Ultra Short Term Fund
Name Since Tenure Data below for UTI Ultra Short Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. BOI AXA Liquid Fund
BOI AXA Liquid Fund
Growth Launch Date 16 Jul 08 NAV (28 Nov 25) ₹3,078.9 ↑ 0.37 (0.01 %) Net Assets (Cr) ₹1,513 on 31 Oct 25 Category Debt - Liquid Fund AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Low Expense Ratio 0.13 Sharpe Ratio 3.61 Information Ratio 1.09 Alpha Ratio 0.06 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 5.95% Effective Maturity 1 Month 10 Days Modified Duration 1 Month 10 Days Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3% 1 Year 6.7% 3 Year 7% 5 Year 5.8% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7% 2022 4.9% 2021 3.3% 2020 4.1% 2019 6.4% 2018 7.4% 2017 6.7% 2016 7.6% 2015 8.3% Fund Manager information for BOI AXA Liquid Fund
Name Since Tenure Data below for BOI AXA Liquid Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Indiabulls Liquid Fund
Indiabulls Liquid Fund
Growth Launch Date 27 Oct 11 NAV (28 Nov 25) ₹2,585.24 ↑ 0.41 (0.02 %) Net Assets (Cr) ₹155 on 31 Oct 25 Category Debt - Liquid Fund AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.2 Sharpe Ratio 2.76 Information Ratio -1.01 Alpha Ratio -0.01 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.03% Effective Maturity 1 Month 9 Days Modified Duration 1 Month 9 Days Growth of 10,000 investment over the years.
Date Value Returns for Indiabulls Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 2.9% 1 Year 6.6% 3 Year 6.9% 5 Year 5.6% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 6.8% 2022 4.6% 2021 3.1% 2020 3.9% 2019 6.6% 2018 7.3% 2017 6.7% 2016 7.8% 2015 8.5% Fund Manager information for Indiabulls Liquid Fund
Name Since Tenure Data below for Indiabulls Liquid Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
म्युच्युअल फंड SIP मध्ये ऑनलाइन गुंतवणूक कशी करावी?
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वारंवार विचारले जाणारे प्रश्न
1. SIP मध्ये कार्यकाळाचे महत्त्व काय आहे?
अ: जेव्हा तुम्ही SIP निवडता, तेव्हा तुम्ही पहिली गोष्ट विचारात घेतली पाहिजे ती म्हणजे कार्यकाळ. कार्यकाळ तपासणे आणि नंतर गुंतवणूक करणे ही चांगली कल्पना आहे कारण कार्यकाळ पूर्ण करण्यापूर्वी तुम्ही तुमची गुंतवणूक बंद करू नये. तुम्ही असे केल्यास, तुम्हाला एक्झिट लोडच्या स्वरूपात दंड भरावा लागेल.
2. एक वर्षाच्या एसआयपी चांगल्या आहेत का?
अ: होय, एक वर्षाची एसआयपी चांगली आहे, विशेषत: जर तुम्ही जलद परतावा शोधत असाल. सहसा, एक वर्षाच्या SIP च्या मदतीने, तुम्ही तुमच्या फंड पोर्टफोलिओवर अवलंबून, तुमच्या गुंतवणुकीवर 4.2% ते 6.2% पर्यंत ROI ची अपेक्षा करू शकता.
३. मी एक वर्षाच्या SIP मध्ये गुंतवणूक का करावी?
अ: जर तुम्ही म्युच्युअल फंड गुंतवणुकीसाठी नवीन असाल आणि गुंतवणुकीच्या पोर्टफोलिओमध्ये विविधता आणण्याची योजना आखत असाल तर एक वर्षाच्या एसआयपी उपयुक्त आहेत.
4. एका वर्षाच्या एसआयपीमुळे चांगला परतावा मिळतो का?
अ: एक वर्षाच्या SIPs तरुण गुंतवणूकदारांमध्ये लोकप्रिय होत आहेत कारण ते चांगले आणि जलद परतावा देतात. म्युच्युअल फंड समजून घ्यायचे असल्यासबाजार, तर एक वर्षाच्या SIP ही चांगली कल्पना आहे.
5. सर्व SIP चांगले परतावा देतात का?
अ: एसआयपी हा तुमच्या गुंतवणुकीच्या पोर्टफोलिओमध्ये विविधता आणण्याचा सर्वोत्तम मार्ग आहे आणि चांगला परतावा देण्यासाठी ओळखला जातो. हे तुम्हाला तुम्हाला गुंतवायचे असलेल्या निधीची आणि रकमेची देखील निवड करू देते. तुम्हाला ठराविक अंतराने थोड्या प्रमाणात गुंतवणूक करण्याची संधी मिळते.
6. सर्व SIP मध्ये लार्ज-कॅप स्टॉकचा समावेश होतो का?
अ: नुसारसेबी आदेश, SIP गुंतवणूकदारांना गुंतवणूकदार आणि कंपन्यांचे संरक्षण करण्यासाठी 70:20:10 प्रोटोकॉलचे पालन करावे लागेल. या नियमानुसार, 70% इक्विटी गुंतवणूक लार्ज-कॅप समभागांमध्ये, 20%मिड-कॅप साठा, आणि 10% मध्येलहान टोपी साठा त्यामुळे एसआयपी गुंतवणुकीत विविधता आणतात आणि सर्व फक्त लार्ज-कॅप समभागांमध्ये केंद्रित नसतात.
7. SIP मध्ये जास्तीत जास्त आणि किमान रक्कम गुंतवली जाऊ शकते का?
अ: SIP मध्ये तुम्ही गुंतवू शकता अशी किमान रक्कम रु. 500 आहे. तथापि, SIP मध्ये गुंतवणूक करण्यासाठी कोणतीही उच्च मर्यादा नाही. तुम्ही तुमच्या फंड मॅनेजरसोबत याची योजना करू शकता.
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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