SIP किंवा पद्धतशीरगुंतवणूक योजना हा एक गुंतवणूक मोड आहे जो तुम्हाला तुमचे पैसे ठराविक कालावधीत गुंतवू देतो. साधारणपणे, एसआयपी गुंतवणूक मासिक, त्रैमासिक आणि वार्षिक अशा वेळेच्या नियमित अंतराने संपत्ती निर्माण करण्याची प्रक्रिया सुरू करते. एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅनद्वारे केलेली गुंतवणूक स्टॉक मार्केटमध्ये गुंतवली जाते, अशा प्रकारे दीर्घ कालावधीसाठी गुंतवणूक केल्यावर चांगला परतावा मिळतो. एसआयपी गुंतवणूक ही त्यापैकी एक मानली जातेपैसे गुंतवण्याचे सर्वोत्तम मार्ग गुंतवलेले पैसे ठराविक कालावधीत वितरीत केले जातात. एकरकमी गुंतवणुकीच्या विपरीत, SIP गुंतवणूक एकाच वेळी होत नाही, त्यामुळे गुंतवणूकदारांसाठी ती सोयीची असते. साध्या SIP गुंतवणुकीसह, एखादी व्यक्ती सुरुवात करू शकतेगुंतवणूक लहानपणापासूनच अल्प रक्कम. आमच्याकडे त्यापैकी काहींची यादी आहेशीर्ष SIP तुमच्यासाठी गुंतवणूक. हे बघा!
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एसआयपी गुंतवणूक करण्यासाठी हे समजून घेणे महत्त्वाचे आहेसर्वोत्तम SIP योजना तुमच्यावर आधारितजोखीम भूक. इक्विटीची एक मोठी श्रेणी आहेम्युच्युअल फंड ज्यामध्ये तुम्ही SIP द्वारे गुंतवणूक करू शकता. यामध्ये लार्ज कॅप,मिड कॅप फंड,स्मॉल कॅप फंड, मल्टी कॅप फंड. बॅलन्स्ड फंड्समध्ये एसआयपीद्वारे गुंतवणूकही करता येते. परंतु, प्रथमच गुंतवणूकदारांसाठी, SIP साठी सर्वोत्तम गुंतवणूक पर्याय असू शकतात-
मध्ये गुंतवणूक करत आहेलार्ज कॅप फंड SIP किंवा पद्धतशीर गुंतवणूक योजना द्वारे फायदेशीर आहे. सहसा, लार्ज-कॅप फंड अशा कंपन्यांमध्ये गुंतवणूक करतात ज्यांना स्थिर वाढ आणि वर्षानुवर्षे उच्च नफा कमावण्याची शक्यता असते. हे फंड सामान्यतः स्थिर असतात आणि दीर्घ कालावधीत गुंतवणूक केल्यावर स्थिर परतावा देतात.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Large Cap Fund Growth ₹93.4064
↓ -0.18 ₹45,012 100 4.8 14.2 3.6 20 24.7 18.2 ICICI Prudential Bluechip Fund Growth ₹112.45
↓ -0.24 ₹71,840 100 3.3 12.2 1.7 18.8 21.8 16.9 SBI Bluechip Fund Growth ₹93.9936
↓ -0.25 ₹52,421 500 3.3 11.5 0.8 14.6 19 12.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹535.55
↓ -1.64 ₹29,867 100 2.9 12.2 -0.2 15.7 19.6 15.6 Indiabulls Blue Chip Fund Growth ₹43.82
↓ -0.09 ₹127 500 4.4 14 -1.7 14.3 16.6 12.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Indiabulls Blue Chip Fund Point 1 Lower mid AUM (₹45,012 Cr). Highest AUM (₹71,840 Cr). Upper mid AUM (₹52,421 Cr). Bottom quartile AUM (₹29,867 Cr). Bottom quartile AUM (₹127 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.69% (top quartile). 5Y return: 21.77% (upper mid). 5Y return: 19.00% (bottom quartile). 5Y return: 19.55% (lower mid). 5Y return: 16.57% (bottom quartile). Point 6 3Y return: 20.01% (top quartile). 3Y return: 18.81% (upper mid). 3Y return: 14.57% (bottom quartile). 3Y return: 15.69% (lower mid). 3Y return: 14.31% (bottom quartile). Point 7 1Y return: 3.57% (top quartile). 1Y return: 1.68% (upper mid). 1Y return: 0.77% (lower mid). 1Y return: -0.20% (bottom quartile). 1Y return: -1.75% (bottom quartile). Point 8 Alpha: 2.49 (top quartile). Alpha: 1.67 (upper mid). Alpha: 1.27 (lower mid). Alpha: 0.89 (bottom quartile). Alpha: -0.05 (bottom quartile). Point 9 Sharpe: -0.40 (top quartile). Sharpe: -0.51 (lower mid). Sharpe: -0.50 (upper mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.63 (bottom quartile). Point 10 Information ratio: 1.96 (top quartile). Information ratio: 1.64 (upper mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.84 (lower mid). Information ratio: 0.12 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Indiabulls Blue Chip Fund
मिड-कॅप फंड बहुतेक उदयोन्मुख कंपन्यांमध्ये गुंतवणूक करतात. चांगला परतावा मिळविण्यासाठी या फंडांमध्ये दीर्घ कालावधीसाठी गुंतवणूक करावी. लार्ज-कॅप फंडांपेक्षा जास्त. त्यामुळे एसआयपीचा सर्वाधिक फायदा होतो. SIP द्वारे गुंतवणूक केल्याने जोखीम कमी होते आणि परताव्याची स्थिरता कायम राहते.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Emerging Equity Scheme Growth ₹140.357
↑ 0.45 ₹56,988 1,000 7.1 21.2 4.7 22.1 27.3 33.6 Sundaram Mid Cap Fund Growth ₹1,417.37
↓ -0.74 ₹12,501 100 6 17.4 0.6 23 26.2 32 Taurus Discovery (Midcap) Fund Growth ₹124.6
↓ -0.06 ₹128 1,000 4.9 17.2 -2 18.1 20.6 11.3 HDFC Mid-Cap Opportunities Fund Growth ₹198.443
↑ 0.39 ₹83,105 300 5.2 16.8 3.6 25.6 28.9 28.6 Edelweiss Mid Cap Fund Growth ₹103.003
↑ 0.14 ₹11,297 500 3.9 16.9 2.5 24.4 28.8 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Emerging Equity Scheme Sundaram Mid Cap Fund Taurus Discovery (Midcap) Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Upper mid AUM (₹56,988 Cr). Lower mid AUM (₹12,501 Cr). Bottom quartile AUM (₹128 Cr). Highest AUM (₹83,105 Cr). Bottom quartile AUM (₹11,297 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 27.34% (lower mid). 5Y return: 26.20% (bottom quartile). 5Y return: 20.59% (bottom quartile). 5Y return: 28.89% (top quartile). 5Y return: 28.81% (upper mid). Point 6 3Y return: 22.06% (bottom quartile). 3Y return: 23.03% (lower mid). 3Y return: 18.12% (bottom quartile). 3Y return: 25.58% (top quartile). 3Y return: 24.39% (upper mid). Point 7 1Y return: 4.71% (top quartile). 1Y return: 0.65% (bottom quartile). 1Y return: -1.95% (bottom quartile). 1Y return: 3.59% (upper mid). 1Y return: 2.47% (lower mid). Point 8 Alpha: 5.63 (top quartile). Alpha: 2.99 (bottom quartile). Alpha: -4.47 (bottom quartile). Alpha: 3.39 (lower mid). Alpha: 3.95 (upper mid). Point 9 Sharpe: -0.21 (top quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.28 (lower mid). Sharpe: -0.28 (upper mid). Point 10 Information ratio: -0.12 (bottom quartile). Information ratio: 0.22 (lower mid). Information ratio: -0.84 (bottom quartile). Information ratio: 0.88 (top quartile). Information ratio: 0.39 (upper mid). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
ELSS किंवा इक्विटी लिंक्ड सेव्हिंग्ज स्कीम ही इक्विटी डायव्हर्सिफाइड म्युच्युअल फंड आहे जी फंड कॉर्पसचा मोठा भाग, साधारणपणे 80% पेक्षा जास्त, इक्विटी साधनांमध्ये गुंतवते आणि प्रदान करते.बाजार जोडलेले परतावे. अंतर्गतकलम 80C याआयकर कायदा, ELSS फंड कर बचत करणारे म्युच्युअल फंड म्हणून काम करतात आणि INR 1,50 पर्यंत कर कपातीची परवानगी देतात,000 करपात्र साठीउत्पन्न. तर, ज्यांना तुम्ही नुकतेच कमवायला सुरुवात केली आहेकरपात्र उत्पन्न कर वाचवण्यासाठी आणि चांगला परतावा मिळवण्यासाठी आता ELSS फंडांमध्ये गुंतवणूक करू शकता.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹44.9074
↓ -0.06 ₹4,472 500 3.5 11.5 -2.5 15.6 19.8 19.5 Bandhan Tax Advantage (ELSS) Fund Growth ₹154.753
↓ -0.26 ₹6,899 500 3.2 11.4 -2.7 15.9 22.9 13.1 Aditya Birla Sun Life Tax Relief '96 Growth ₹62.02
↓ -0.11 ₹15,216 500 4.7 15.9 0.6 14.5 13.9 16.4 DSP Tax Saver Fund Growth ₹140.422
↓ -0.18 ₹16,475 500 2.2 10 -1.1 19.5 23.2 23.9 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Bottom quartile AUM (₹4,472 Cr). Lower mid AUM (₹6,899 Cr). Upper mid AUM (₹15,216 Cr). Highest AUM (₹16,475 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (10+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.80% (lower mid). 5Y return: 22.93% (upper mid). 5Y return: 13.90% (bottom quartile). 5Y return: 23.16% (top quartile). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 15.56% (bottom quartile). 3Y return: 15.89% (lower mid). 3Y return: 14.48% (bottom quartile). 3Y return: 19.48% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: -2.53% (bottom quartile). 1Y return: -2.74% (bottom quartile). 1Y return: 0.65% (upper mid). 1Y return: -1.09% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: -1.62 (lower mid). Alpha: -3.02 (bottom quartile). Alpha: 1.87 (top quartile). Alpha: -1.92 (bottom quartile). Alpha: 1.75 (upper mid). Point 9 Sharpe: -0.71 (lower mid). Sharpe: -0.87 (bottom quartile). Sharpe: -0.49 (upper mid). Sharpe: -0.75 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.22 (bottom quartile). Information ratio: 0.02 (upper mid). Information ratio: -0.71 (bottom quartile). Information ratio: 0.99 (top quartile). Information ratio: -0.15 (lower mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
Aditya Birla Sun Life Tax Relief '96
DSP Tax Saver Fund
HDFC Long Term Advantage Fund
लार्ज आणि मिड कॅप फंडांनंतर स्मॉल कॅप फंड येतात. हे फंड स्टार्टअप्स किंवा लहान आकाराच्या कंपन्यांमध्ये गुंतवणूक करतात, म्हणून या फंडांना वाढण्यास आणि परतावा निर्माण करण्यास वेळ लागतो. फंडाची कामगिरी कंपन्यांच्या वाढीवर अवलंबून असते. अशा प्रकारे, गुंतवणूकदारांना SIP मार्ग स्वीकारण्याचा सल्ला दिला जातो आणि दीर्घ मुदतीसाठी, आदर्शतः 7 वर्षांहून अधिक काळ गुंतवणूक करत रहा.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹86.7983
↑ 0.21 ₹4,824 1,000 3.1 17.5 -5 17.7 23 21.5 SBI Small Cap Fund Growth ₹175.66
↓ -0.21 ₹35,245 500 4.5 13.7 -5.5 15.2 23.9 24.1 HDFC Small Cap Fund Growth ₹145.681
↑ 0.69 ₹36,294 300 8.2 24 3 23.6 30 20.4 DSP Small Cap Fund Growth ₹200.01
↑ 0.09 ₹16,628 500 3.2 18.7 -0.9 20 26.6 25.6 Nippon India Small Cap Fund Growth ₹172.519
↑ 0.16 ₹64,821 100 4.3 16.6 -4.2 23.4 31.8 26.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund HDFC Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹4,824 Cr). Lower mid AUM (₹35,245 Cr). Upper mid AUM (₹36,294 Cr). Bottom quartile AUM (₹16,628 Cr). Highest AUM (₹64,821 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 22.99% (bottom quartile). 5Y return: 23.86% (bottom quartile). 5Y return: 29.97% (upper mid). 5Y return: 26.55% (lower mid). 5Y return: 31.76% (top quartile). Point 6 3Y return: 17.66% (bottom quartile). 3Y return: 15.23% (bottom quartile). 3Y return: 23.58% (top quartile). 3Y return: 20.02% (lower mid). 3Y return: 23.42% (upper mid). Point 7 1Y return: -5.04% (bottom quartile). 1Y return: -5.54% (bottom quartile). 1Y return: 2.97% (top quartile). 1Y return: -0.91% (upper mid). 1Y return: -4.18% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -2.55 (bottom quartile). Point 9 Sharpe: -0.56 (lower mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.33 (upper mid). Sharpe: -0.30 (top quartile). Sharpe: -0.65 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.10 (top quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
HDFC Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
हे फंड मोठ्या, मिड आणि स्मॉल कॅपमध्ये गुंतवणूक करतात, अशा प्रकारे नाव-मल्टी-कॅप. पोर्टफोलिओमध्ये विविधता आणण्यासाठी मल्टी-कॅप फंड हा एक चांगला पर्याय आहे. हे फंड मार्केट कॅपिटलायझेशनमध्ये गुंतवणूक करतात म्हणून, ते जोखीम संतुलित करतात आणि परतावा खूप चांगल्या प्रकारे देतात. SIP मार्ग घेतल्याने दीर्घकाळात स्थिर परतावा मिळून फायदा होऊ शकतो.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹63.9241
↓ -0.40 ₹13,679 500 7 13.7 3.6 22.4 20 45.7 Kotak Standard Multicap Fund Growth ₹86.026
↓ -0.25 ₹53,626 500 2.5 14.2 2.9 16.8 19.4 16.5 Mirae Asset India Equity Fund Growth ₹115.058
↓ -0.32 ₹39,477 1,000 4.1 12.4 0.7 13.4 16.9 12.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,827.38
↓ -2.87 ₹22,962 100 3.6 13.6 1.3 17.8 20.1 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Kotak Standard Multicap Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Bottom quartile AUM (₹13,679 Cr). Highest AUM (₹53,626 Cr). Upper mid AUM (₹39,477 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹22,962 Cr). Point 2 Established history (11+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.03% (upper mid). 5Y return: 19.40% (lower mid). 5Y return: 16.91% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 20.12% (top quartile). Point 6 3Y return: 22.44% (top quartile). 3Y return: 16.84% (bottom quartile). 3Y return: 13.39% (bottom quartile). 3Y return: 17.28% (lower mid). 3Y return: 17.80% (upper mid). Point 7 1Y return: 3.60% (upper mid). 1Y return: 2.86% (lower mid). 1Y return: 0.72% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 1.26% (bottom quartile). Point 8 Alpha: 9.76 (top quartile). Alpha: 3.91 (upper mid). Alpha: 1.60 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.31 (lower mid). Point 9 Sharpe: -0.06 (upper mid). Sharpe: -0.37 (lower mid). Sharpe: -0.52 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: -0.46 (bottom quartile). Point 10 Information ratio: 0.79 (top quartile). Information ratio: 0.19 (lower mid). Information ratio: -0.17 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.70 (upper mid). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
आणखी एक म्युच्युअल फंड जो प्रथमच एसआयपी गुंतवणुकीसाठी योग्य आहेसंतुलित निधी. बॅलन्स्ड म्युच्युअल फंड त्यांच्या मालमत्तेपैकी 65% पेक्षा जास्त इक्विटी साधनांमध्ये आणि उर्वरित मालमत्ता कर्ज साधनांमध्ये गुंतवतात. हे निधी पेक्षा कमी धोकादायक आहेतइक्विटी फंड इक्विटी तुलनात्मक परतावा प्रदान करताना. यामुळे नवशिक्यांसाठी संतुलित फंड हा एक आदर्श गुंतवणूक पर्याय बनतो.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Edelweiss Arbitrage Fund Growth ₹19.5911
↑ 0.01 ₹15,931 500 1.2 3.1 6.6 7 5.7 7.7 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,547.73
↓ -4.34 ₹7,372 100 2.8 10.9 1.1 13.5 16.3 15.3 SBI Multi Asset Allocation Fund Growth ₹61.0605
↑ 0.06 ₹10,262 500 3.8 12 8.5 16.6 14.8 12.8 SBI Equity Hybrid Fund Growth ₹305.048
↑ 0.61 ₹77,256 500 2.4 11 6.7 13.8 16.5 14.2 ICICI Prudential Equity Arbitrage Fund Growth ₹34.6893
↑ 0.01 ₹32,593 1,000 1.2 3.2 6.7 7 5.7 7.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Edelweiss Arbitrage Fund Aditya Birla Sun Life Equity Hybrid 95 Fund SBI Multi Asset Allocation Fund SBI Equity Hybrid Fund ICICI Prudential Equity Arbitrage Fund Point 1 Lower mid AUM (₹15,931 Cr). Bottom quartile AUM (₹7,372 Cr). Bottom quartile AUM (₹10,262 Cr). Highest AUM (₹77,256 Cr). Upper mid AUM (₹32,593 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (30 yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 5.70% (bottom quartile). 5Y return: 16.25% (upper mid). 5Y return: 14.76% (lower mid). 5Y return: 16.52% (top quartile). 5Y return: 5.68% (bottom quartile). Point 6 3Y return: 7.00% (bottom quartile). 3Y return: 13.52% (lower mid). 3Y return: 16.59% (top quartile). 3Y return: 13.81% (upper mid). 3Y return: 6.99% (bottom quartile). Point 7 1Y return: 6.57% (bottom quartile). 1Y return: 1.06% (bottom quartile). 1Y return: 8.50% (top quartile). 1Y return: 6.73% (upper mid). 1Y return: 6.66% (lower mid). Point 8 1M return: 0.36% (bottom quartile). 1M return: 1.44% (upper mid). 1M return: 2.75% (top quartile). 1M return: 1.18% (lower mid). 1M return: 0.38% (bottom quartile). Point 9 Alpha: -0.22 (bottom quartile). Alpha: 0.62 (upper mid). Alpha: 0.00 (lower mid). Alpha: 5.33 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.64 (upper mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.10 (lower mid). Sharpe: -0.11 (bottom quartile). Sharpe: 0.92 (top quartile). Edelweiss Arbitrage Fund
Aditya Birla Sun Life Equity Hybrid 95 Fund
SBI Multi Asset Allocation Fund
SBI Equity Hybrid Fund
ICICI Prudential Equity Arbitrage Fund
साधारणपणे, एसआयपी गुंतवणूक हा एक आदर्श मार्ग मानला जातो, जेव्हाम्युच्युअल फंडात गुंतवणूक प्रथमच. नवशिक्यांसाठी गुंतवणूक करणे हे सहसा खूप क्लिष्ट आणि गोंधळलेले असते. त्यांच्या बचतीचे गुंतवणुकीत रुपांतर करण्यासाठी त्यांना अनेकदा आव्हानांचा सामना करावा लागतो. वर नमूद केलेल्या गोष्टींचा विचार करासर्वोत्तम म्युच्युअल फंड तुमची पहिली SIP गुंतवणूक करण्यासाठी SIP साठी. पहिले पाऊल उचलण्याची भीती बाळगून मोठी बचत करण्याची संधी गमावू नका. तुमचा पहिला पगार जमा झाला, आत्ताच योग्य SIP गुंतवणूक करा!