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10, 20 वर्षांच्या गुंतवणुकी 2022 साठी 10 सर्वोत्तम कामगिरी करणाऱ्या SIP योजना

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10, 20 वर्षांच्या गुंतवणूक 2022 साठी 10 सर्वोत्तम SIP योजना

Updated on June 28, 2025 , 232207 views

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.

SIP

शिवाय, SIP म्युच्युअल फंडातील गुंतवणूकीची किमान रक्कम INR 500 इतकी कमी आहे. यामुळे गुंतवणूक करणे शक्य होते.शीर्ष SIP खूप सोयीस्कर योजना.

तुम्ही एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅनमध्ये गुंतवणूक का करावी?

काहीगुंतवणुकीचे फायदे SIP मध्ये आहेत:

कंपाउंडिंगची शक्ती

पद्धतशीर गुंतवणूक योजना देखील लाभ देतातकंपाउंडिंगची 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. SIP मधील म्युच्युअल फंड हप्त्यांमध्ये असल्याने, ते चक्रवाढ केले जातात, ज्यामुळे सुरुवातीला गुंतवलेल्या रकमेत अधिक भर पडते.

रुपया खर्च सरासरी

पद्धतशीर गुंतवणूक योजना ऑफर करणारा सर्वात मोठा फायदा म्हणजे रुपयाची किंमत सरासरी जी एखाद्या व्यक्तीला मालमत्ता खरेदीच्या खर्चाची सरासरी काढण्यास मदत करते. म्युच्युअल फंडात एकरकमी गुंतवणूक करताना काही युनिट्सची खरेदी केली जातेगुंतवणूकदार सर्व एकाच वेळी, एसआयपीच्या बाबतीत युनिट्सची खरेदी दीर्घ कालावधीसाठी केली जाते आणि ती मासिक अंतराने (सामान्यतः) 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.

परवडणारी

बचत सुरू करण्यासाठी एसआयपी हा एक अतिशय परवडणारा पर्याय आहे कारण प्रत्येक हप्त्यासाठी आवश्यक असलेली किमान रक्कम (तेही मासिक!) INR 500 एवढी कमी असू शकते. काही म्युच्युअल फंड कंपन्या सुद्धा एक नावाचे काहीतरी ऑफर करतात.मायक्रोएसआयपी जेथे तिकिटाचा आकार INR 100 इतका कमी आहे.

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जोखीम कमी करणे

एक पद्धतशीर गुंतवणुकीची योजना दीर्घ कालावधीत पसरलेली असते, हे लक्षात घेता, शेअर बाजारातील सर्व काळ, चढ-उतार आणि त्याहूनही महत्त्वाचे म्हणजे पडझड लक्षात येते. मंदीच्या काळात, जेव्हा बहुतेक गुंतवणूकदारांना भीती वाटते, तेव्हा SIP हप्ते गुंतवणुकदारांची खरेदी सुनिश्चित करत राहतातकमी.

आर्थिक वर्ष 22 - 23 मध्ये 10, 20 वर्षांच्या गुंतवणुकीसाठी सर्वोत्तम SIP योजना

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹173.344
↑ 1.25
₹63,007 100 15.7-0.72.130.538.126.1
ICICI Prudential Infrastructure Fund Growth ₹199.33
↓ -0.10
₹7,920 100 11.77.65.335.638.127.4
Motilal Oswal Midcap 30 Fund  Growth ₹104.642
↑ 1.13
₹30,401 500 13-79.535.336.957.1
HDFC Infrastructure Fund Growth ₹48.361
↓ -0.06
₹2,540 300 11.84.10.736.435.623
L&T Emerging Businesses Fund Growth ₹83.9765
↑ 0.68
₹16,061 500 15.7-5.2-1.227.135.328.5
IDFC Infrastructure Fund Growth ₹52.163
↑ 0.27
₹1,701 100 13.60.7-3.935.935.139.3
Franklin India Smaller Companies Fund Growth ₹175.734
↑ 0.78
₹13,545 500 15.9-2.1-2.330.134.923.2
DSP BlackRock India T.I.G.E.R Fund Growth ₹319.094
↑ 0.98
₹5,319 500 11.8-0.9-3.633.434.732.4
HDFC Small Cap Fund Growth ₹140.691
↑ 1.01
₹34,032 300 161.16.229.634.520.4
Franklin Build India Fund Growth ₹143.121
↑ 0.04
₹2,857 500 113.5-0.134.333.927.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 25
*खालील फंड सर्वोत्तम विचारात घेत आहेतCAGR 5 वर्षांपेक्षा जास्त कालावधीसाठी परतावा आणि किमान 5 वर्षांचा बाजार इतिहास (फंड वय) असलेला फंड आणि किमान आहे500 कोटी व्यवस्थापन अंतर्गत मालमत्ता.

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 21.3% 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 (30 Jun 25) ₹173.344 ↑ 1.25   (0.73 %)
Net Assets (Cr) ₹63,007 on 31 May 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.08
Information Ratio 0.28
Alpha Ratio -2.16
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹20,852
30 Jun 22₹22,645
30 Jun 23₹31,630
30 Jun 24₹49,254

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
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 30 Jun 25

DurationReturns
1 Month 4.5%
3 Month 15.7%
6 Month -0.7%
1 Year 2.1%
3 Year 30.5%
5 Year 38.1%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Samir Rachh2 Jan 178.42 Yr.
Kinjal Desai25 May 187.02 Yr.

Data below for Nippon India Small Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials23.88%
Consumer Cyclical14.65%
Financial Services13.99%
Basic Materials12.74%
Consumer Defensive8.53%
Health Care8.18%
Technology7.39%
Utility2.18%
Energy1.83%
Communication Services1.41%
Real Estate0.53%
Asset Allocation
Asset ClassValue
Cash4.29%
Equity95.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,293 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,222 Cr1,851,010
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹810 Cr4,472,130
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹765 Cr2,499,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹739 Cr9,100,000
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹730 Cr899,271
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL
1%₹715 Cr27,500,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹705 Cr31,784,062
Pfizer Ltd (Healthcare)
Equity, Since 28 Feb 22 | PFIZER
1%₹677 Cr1,206,103
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 543530
1%₹673 Cr39,044,326

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 16.3% 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 (30 Jun 25) ₹199.33 ↓ -0.10   (-0.05 %)
Net Assets (Cr) ₹7,920 on 31 May 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.15
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,499
30 Jun 22₹20,184
30 Jun 23₹28,605
30 Jun 24₹47,767

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
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 30 Jun 25

DurationReturns
1 Month 3.3%
3 Month 11.7%
6 Month 7.6%
1 Year 5.3%
3 Year 35.6%
5 Year 38.1%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ihab Dalwai3 Jun 178 Yr.
Sharmila D’mello30 Jun 222.92 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials40.97%
Basic Materials16.41%
Financial Services15.57%
Utility8.44%
Energy6.25%
Real Estate3.35%
Communication Services1.59%
Consumer Cyclical0.92%
Asset Allocation
Asset ClassValue
Cash6.4%
Equity93.51%
Other0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
10%₹783 Cr2,130,204
↓ -30,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹354 Cr2,468,659
↓ -47,200
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
4%₹289 Cr12,522,005
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
3%₹254 Cr7,600,000
↑ 1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹236 Cr1,662,727
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL
3%₹228 Cr5,223,662
JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL
3%₹227 Cr17,763,241
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹217 Cr1,903,566
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹206 Cr1,425,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SHREECEM
2%₹195 Cr66,000
↓ -9,408

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 23% 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 (30 Jun 25) ₹104.642 ↑ 1.13   (1.09 %)
Net Assets (Cr) ₹30,401 on 31 May 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.56
Information Ratio 0.47
Alpha Ratio 9.44
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,285
30 Jun 22₹19,393
30 Jun 23₹26,738
30 Jun 24₹43,870

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
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 30 Jun 25

DurationReturns
1 Month 4.9%
3 Month 13%
6 Month -7%
1 Year 9.5%
3 Year 35.3%
5 Year 36.9%
10 Year
15 Year
Since launch 23%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.67 Yr.
Niket Shah1 Jul 204.92 Yr.
Rakesh Shetty22 Nov 222.53 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 May 25

Equity Sector Allocation
SectorValue
Technology29.87%
Consumer Cyclical16.01%
Industrials15.27%
Health Care4.44%
Communication Services4.06%
Real Estate2.81%
Basic Materials2%
Utility0.24%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash31.18%
Equity68.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,078 Cr3,600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,960 Cr5,250,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,437 Cr43,490,250
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,498 Cr2,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,236 Cr6,750,000
↑ 250,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,227 Cr835,200
↑ 100,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
4%₹1,210 Cr2,143,194
↑ 7,450
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,149 Cr12,900,814
↑ 512,314
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,122 Cr9,969,361
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹993 Cr2,750,000
↑ 50,000

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 (30 Jun 25) ₹48.361 ↓ -0.06   (-0.11 %)
Net Assets (Cr) ₹2,540 on 31 May 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.02
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,250
30 Jun 22₹18,065
30 Jun 23₹25,910
30 Jun 24₹45,550

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
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 30 Jun 25

DurationReturns
1 Month 2.1%
3 Month 11.8%
6 Month 4.1%
1 Year 0.7%
3 Year 36.4%
5 Year 35.6%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.39 Yr.
Dhruv Muchhal22 Jun 231.95 Yr.

Data below for HDFC Infrastructure Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials39.5%
Financial Services20.04%
Basic Materials11.19%
Utility6.94%
Energy6.49%
Communication Services3.69%
Real Estate2.11%
Health Care1.63%
Technology1.52%
Consumer Cyclical0.49%
Asset Allocation
Asset ClassValue
Cash6.4%
Equity93.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹188 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
5%₹140 Cr380,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹136 Cr700,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
4%₹103 Cr1,450,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
3%₹86 Cr758,285
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹80 Cr150,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | NTPC
3%₹73 Cr2,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹71 Cr500,000
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 543530
3%₹65 Cr3,800,000
↓ -500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹65 Cr350,000

5. 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 21.1% 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 (30 Jun 25) ₹83.9765 ↑ 0.68   (0.82 %)
Net Assets (Cr) ₹16,061 on 31 May 25
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 0.02
Information Ratio -0.39
Alpha Ratio -3.97
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹20,185
30 Jun 22₹22,103
30 Jun 23₹29,592
30 Jun 24₹45,892

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
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 30 Jun 25

DurationReturns
1 Month 5.1%
3 Month 15.7%
6 Month -5.2%
1 Year -1.2%
3 Year 27.1%
5 Year 35.3%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat17 Dec 195.46 Yr.
Sonal Gupta1 Oct 231.67 Yr.

Data below for L&T Emerging Businesses Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials28.92%
Financial Services16.18%
Consumer Cyclical15.6%
Basic Materials11.06%
Technology8.65%
Health Care7.18%
Consumer Defensive4.31%
Real Estate3.79%
Energy0.9%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | ABREL
2%₹348 Cr1,595,574
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹340 Cr2,414,100
↑ 129,138
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹335 Cr2,972,250
↓ -545,950
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA
2%₹329 Cr4,446,300
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
2%₹316 Cr479,200
↑ 24,050
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK
2%₹314 Cr15,544,000
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC
2%₹300 Cr2,317,401
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹268 Cr2,566,200
Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | NEULANDLAB
2%₹266 Cr231,110
↓ -30,267
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KARURVYSYA
2%₹264 Cr11,912,400

6. 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 12.2% 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 (30 Jun 25) ₹52.163 ↑ 0.27   (0.51 %)
Net Assets (Cr) ₹1,701 on 31 May 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio -0.09
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹18,739
30 Jun 22₹17,927
30 Jun 23₹25,177
30 Jun 24₹46,897

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
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 30 Jun 25

DurationReturns
1 Month 3.4%
3 Month 13.6%
6 Month 0.7%
1 Year -3.9%
3 Year 35.9%
5 Year 35.1%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Biraia24 Jan 241.35 Yr.
Ritika Behera7 Oct 231.65 Yr.
Gaurav Satra7 Jun 240.98 Yr.

Data below for IDFC Infrastructure Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials54.62%
Utility11.75%
Basic Materials8.33%
Communication Services4.62%
Energy3.78%
Financial Services2.9%
Technology2.63%
Consumer Cyclical2.13%
Health Care1.81%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash6.61%
Equity93.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹80 Cr443,385
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
4%₹68 Cr4,797,143
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹67 Cr183,173
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹64 Cr452,706
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹61 Cr330,018
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹57 Cr50,452
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹55 Cr1,431,700
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹52 Cr365,137
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹46 Cr12,400,122
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
3%₹45 Cr462,949
↓ -5,288

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 15.9% 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 (30 Jun 25) ₹175.734 ↑ 0.78   (0.45 %)
Net Assets (Cr) ₹13,545 on 31 May 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.02
Information Ratio 0.23
Alpha Ratio -4.29
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹19,651
30 Jun 22₹20,254
30 Jun 23₹28,568
30 Jun 24₹45,688

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
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 30 Jun 25

DurationReturns
1 Month 3.1%
3 Month 15.9%
6 Month -2.1%
1 Year -2.3%
3 Year 30.1%
5 Year 34.9%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.34 Yr.
Sandeep Manam18 Oct 213.62 Yr.
Akhil Kalluri8 Sep 222.73 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials18.72%
Financial Services18.38%
Consumer Cyclical16.33%
Health Care11.28%
Basic Materials9.4%
Technology6.37%
Real Estate4.56%
Consumer Defensive4.01%
Utility2.74%
Energy0.8%
Asset Allocation
Asset ClassValue
Cash7.26%
Equity92.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹444 Cr7,934,783
↓ -83,847
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
3%₹423 Cr3,868,691
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
2%₹310 Cr13,998,917
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹306 Cr48,064,081
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹295 Cr1,866,828
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹288 Cr3,260,279
↑ 200,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹281 Cr1,387,967
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹278 Cr4,963,469
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹268 Cr3,220,340
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹244 Cr6,900,000

8. 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 17.9% 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 (30 Jun 25) ₹319.094 ↑ 0.98   (0.31 %)
Net Assets (Cr) ₹5,319 on 31 May 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio -0.26
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,690
30 Jun 22₹18,664
30 Jun 23₹25,666
30 Jun 24₹45,959

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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
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 30 Jun 25

DurationReturns
1 Month 3.3%
3 Month 11.8%
6 Month -0.9%
1 Year -3.6%
3 Year 33.4%
5 Year 34.7%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Singhania21 Jun 1014.96 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials29.11%
Basic Materials14.96%
Financial Services9.96%
Consumer Cyclical8.85%
Utility8.65%
Health Care6.47%
Energy5.54%
Communication Services2.5%
Technology2.28%
Real Estate1.59%
Consumer Defensive1.52%
Asset Allocation
Asset ClassValue
Cash6.84%
Equity93.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
5%₹256 Cr697,669
↑ 138,383
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | NTPC
4%₹239 Cr7,145,883
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
3%₹169 Cr245,928
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | POWERGRID
3%₹161 Cr5,567,574
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | 533293
3%₹146 Cr1,608,534
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER
3%₹135 Cr207,277
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
2%₹132 Cr3,321,453
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 543524
2%₹131 Cr935,870
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹128 Cr688,435
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Mar 14 | SOLARINDS
2%₹121 Cr75,291
↑ 8,793

9. 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 16.6% 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 (30 Jun 25) ₹140.691 ↑ 1.01   (0.72 %)
Net Assets (Cr) ₹34,032 on 31 May 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 0.22
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹20,663
30 Jun 22₹20,250
30 Jun 23₹29,345
30 Jun 24₹41,471

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
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 30 Jun 25

DurationReturns
1 Month 4.2%
3 Month 16%
6 Month 1.1%
1 Year 6.2%
3 Year 29.6%
5 Year 34.5%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad28 Jun 1410.93 Yr.
Dhruv Muchhal22 Jun 231.95 Yr.

Data below for HDFC Small Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials23.88%
Consumer Cyclical18.3%
Technology14.28%
Financial Services13.4%
Health Care12.17%
Basic Materials7.29%
Consumer Defensive1.88%
Communication Services1.87%
Utility0.35%
Asset Allocation
Asset ClassValue
Cash6.59%
Equity93.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
6%₹2,023 Cr54,453,120
↑ 67,853
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
4%₹1,364 Cr24,394,493
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
4%₹1,335 Cr3,769,293
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
3%₹1,169 Cr46,828,792
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
3%₹955 Cr6,035,882
↑ 61,086
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
2%₹797 Cr12,106,772
↑ 1,668
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹783 Cr11,442,105
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹767 Cr2,469,936
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
2%₹743 Cr18,166,367
↓ -335,332
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS
2%₹711 Cr10,073,132
↓ -1,267,000

10. 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 18.3% 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 (30 Jun 25) ₹143.121 ↑ 0.04   (0.03 %)
Net Assets (Cr) ₹2,857 on 31 May 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio -0.14
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,043
30 Jun 22₹17,797
30 Jun 23₹24,303
30 Jun 24₹43,144

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 30 Jun 25

DurationReturns
1 Month 3.5%
3 Month 11%
6 Month 3.5%
1 Year -0.1%
3 Year 34.3%
5 Year 33.9%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal18 Oct 213.62 Yr.
Kiran Sebastian7 Feb 223.31 Yr.
Sandeep Manam18 Oct 213.62 Yr.

Data below for Franklin Build India Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials35.72%
Energy12.72%
Utility12.48%
Financial Services11.88%
Communication Services8%
Basic Materials7.23%
Real Estate3.12%
Consumer Cyclical2.68%
Technology1.89%
Asset Allocation
Asset ClassValue
Cash4.27%
Equity95.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹244 Cr665,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹173 Cr1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹171 Cr1,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
6%₹160 Cr300,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC
5%₹144 Cr6,000,000
↑ 500,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
5%₹138 Cr4,125,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹132 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
4%₹119 Cr1,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID
4%₹104 Cr3,600,000
↑ 235,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | TATAPOWER
3%₹79 Cr2,000,000

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

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वारंवार विचारले जाणारे प्रश्न

१. रक्कम कधी डेबिट केली जाईल ती वेळ मी निवडू शकतो का?

अ: नाही, ज्या कालावधीत रक्कम तुमच्याकडून डेबिट केली जाईलबँक खाते तुम्ही गुंतवणूक करण्याचा निर्णय घेतलेल्या SIP वर अवलंबून असेल. तुम्ही ते निवडू शकताSIP मध्ये गुंतवणूक करा एक वर्ष कालावधी ते 10+ वर्षांसाठी योग्य. एसआयपीच्या कालावधीनुसार, तुमच्या खात्यातून रक्कम कापली जाईल.

2. SIP साठी कालावधी आणि कार्यकाळ एकच गोष्ट/टर्म आहे का?

अ: होय, ते समान आहेत. जेव्हा तुम्ही ऑफर दस्तऐवज वाचता, तेव्हा SIP टर्म काळजीपूर्वक तपासा, कारण हे तुम्हाला तुमच्या खात्यातून पैसे कापले जाण्याचा कालावधी/कालावधी सांगेल. कार्यकाळ निवडणे ही पूर्णपणे गुंतवणूकदाराची निवड आहे.

3. SIP चा कार्यकाळ बदलता येईल का?

अ: जर तुम्ही एसआयपी अनिवार्य करणारी योजना निवडली असेल, तर तुम्हाला ती मुदत पूर्ण करावी लागेल. कार्यकाळानंतर, तुम्ही संपूर्ण रक्कम काढू शकता. तथापि, तुम्हाला गुंतवणुकीचे नूतनीकरण करायचे असल्यास, तुम्ही कार्यकाळ बदलू शकता आणि अधिक विस्तारित आदेशासह भिन्न SIP निवडू शकता.

4. मी SIP साठी गुंतवणूकीची रक्कम बदलू शकतो का?

अ: तुम्ही लवचिक SIP मध्ये गुंतवणूक करणे निवडू शकता. हे SIP तुम्हाला गुंतवणुकीच्या कालावधीत गुंतवलेल्या पैशाची रक्कम बदलण्याची परवानगी देतात. तुमच्‍या कार्यकाळात, तुम्‍हाला तुमच्‍या आधारावर एसआयपीमध्‍ये किती पैसे गुंतवायचे आहेत ते बदलू शकतारोख प्रवाह.

5. दीर्घकालीन SIP म्हणजे काय?

अ: दीर्घकालीन एसआयपी एक असेल ज्यामध्ये तुम्ही जवळपास 5 ते 10 वर्षे गुंतवणूक करता. तद्वतच, दीर्घकालीन SIP मध्ये चांगला परतावा देण्याची अधिक शक्यता असते.

6. मी कार्यकाळापूर्वी एसआयपीमधून बाहेर पडू शकतो का?

अ: एसआयपीचा कार्यकाळ पूर्ण करण्याआधी तुम्ही बाहेर काढले नाही तर उत्तम. कधीकधी गुंतवणुकीवर एक्झिट लोड नसतो, परंतु ते पूर्णपणे विशिष्ट SIP वर अवलंबून असते. तुम्ही करत असलेल्या गुंतवणुकीबद्दल तुम्हाला खात्री नसल्यास, तुम्ही एका वर्षासाठी फक्त INR 500 गुंतवून छोटी सुरुवात करावी. तुमची जोखीम घेण्याची भूक वाढत असताना तुम्ही तुमची गुंतवणूक वाढवू शकता.

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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SHiva, posted on 28 Oct 19 9:03 AM

Well explanation with indepth details.very inspirational information for investment in MF. Thanks.

Heera, posted on 5 Jan 19 4:26 PM

Great! Informative SIP Thread. Very well covered and presented.

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