+91-22-48913909एसआयपी गुंतवणूक: प्रथमच गुंतवणूकदारांसाठी
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!
Talk to our investment specialist
SIP 2022 साठी सर्वोत्तम म्युच्युअल फंड
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-
1. लार्ज-कॅप म्युच्युअल फंड
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 ₹89.2487
↓ -0.95 ₹50,107 100 -4.2 -0.8 13.6 18.3 16.7 9.2 ICICI Prudential Bluechip Fund Growth ₹108.85
↓ -1.20 ₹76,646 100 -5.3 0.1 13 17.3 14.9 11.3 Indiabulls Blue Chip Fund Growth ₹42.48
↓ -0.52 ₹129 500 -4.6 -0.4 12.4 13.5 10.8 7.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹510.43
↓ -5.53 ₹30,392 100 -5.9 -1.2 11.1 14.6 12.5 9.4 SBI Bluechip Fund Growth ₹91.7862
↓ -1.03 ₹54,821 500 -4.5 -0.1 10.9 13.5 11.6 9.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund Indiabulls Blue Chip Fund Aditya Birla Sun Life Frontline Equity Fund SBI Bluechip Fund Point 1 Lower mid AUM (₹50,107 Cr). Highest AUM (₹76,646 Cr). Bottom quartile AUM (₹129 Cr). Bottom quartile AUM (₹30,392 Cr). Upper mid AUM (₹54,821 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (23 yrs). Established history (20+ 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: 16.67% (top quartile). 5Y return: 14.90% (upper mid). 5Y return: 10.78% (bottom quartile). 5Y return: 12.51% (lower mid). 5Y return: 11.59% (bottom quartile). Point 6 3Y return: 18.26% (top quartile). 3Y return: 17.35% (upper mid). 3Y return: 13.49% (bottom quartile). 3Y return: 14.63% (lower mid). 3Y return: 13.47% (bottom quartile). Point 7 1Y return: 13.65% (top quartile). 1Y return: 12.99% (upper mid). 1Y return: 12.38% (lower mid). 1Y return: 11.14% (bottom quartile). 1Y return: 10.93% (bottom quartile). Point 8 Alpha: 0.30 (upper mid). Alpha: 0.35 (top quartile). Alpha: 0.28 (lower mid). Alpha: -0.21 (bottom quartile). Alpha: 0.16 (bottom quartile). Point 9 Sharpe: 0.30 (top quartile). Sharpe: 0.30 (upper mid). Sharpe: 0.29 (bottom quartile). Sharpe: 0.26 (bottom quartile). Sharpe: 0.29 (lower mid). Point 10 Information ratio: 1.22 (top quartile). Information ratio: 1.01 (upper mid). Information ratio: -0.32 (bottom quartile). Information ratio: 0.31 (lower mid). Information ratio: -0.33 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
Indiabulls Blue Chip Fund
Aditya Birla Sun Life Frontline Equity Fund
SBI Bluechip Fund
2. मिड-कॅप म्युच्युअल फंड
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 (%) Sundaram Mid Cap Fund Growth ₹1,381.45
↓ -8.42 ₹12,917 100 -3.1 0.8 18.5 24 18.6 4.1 Kotak Emerging Equity Scheme Growth ₹133.007
↓ -0.79 ₹59,041 1,000 -2.1 -2 17.3 20.3 18.1 1.8 Taurus Discovery (Midcap) Fund Growth ₹111.4
↓ -0.62 ₹123 1,000 -8.6 -7.9 6.5 13.8 12.6 0.8 Edelweiss Mid Cap Fund Growth ₹100.672
↓ -0.49 ₹13,802 500 -2.8 1 18.7 25.1 20.5 3.8 DSP Midcap Fund Growth ₹144.935
↓ -1.34 ₹19,047 500 -2.3 0.1 17.9 20 13.6 1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Mid Cap Fund Kotak Emerging Equity Scheme Taurus Discovery (Midcap) Fund Edelweiss Mid Cap Fund DSP Midcap Fund Point 1 Bottom quartile AUM (₹12,917 Cr). Highest AUM (₹59,041 Cr). Bottom quartile AUM (₹123 Cr). Lower mid AUM (₹13,802 Cr). Upper mid AUM (₹19,047 Cr). Point 2 Established history (23+ yrs). Established history (18+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (19+ 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: High. Risk profile: Moderately High. Point 5 5Y return: 18.59% (upper mid). 5Y return: 18.10% (lower mid). 5Y return: 12.64% (bottom quartile). 5Y return: 20.46% (top quartile). 5Y return: 13.61% (bottom quartile). Point 6 3Y return: 24.01% (upper mid). 3Y return: 20.30% (lower mid). 3Y return: 13.79% (bottom quartile). 3Y return: 25.07% (top quartile). 3Y return: 20.05% (bottom quartile). Point 7 1Y return: 18.54% (upper mid). 1Y return: 17.25% (bottom quartile). 1Y return: 6.53% (bottom quartile). 1Y return: 18.71% (top quartile). 1Y return: 17.92% (lower mid). Point 8 Alpha: 0.78 (upper mid). Alpha: -0.96 (lower mid). Alpha: -5.93 (bottom quartile). Alpha: 1.70 (top quartile). Alpha: -1.04 (bottom quartile). Point 9 Sharpe: 0.28 (upper mid). Sharpe: 0.18 (lower mid). Sharpe: -0.09 (bottom quartile). Sharpe: 0.33 (top quartile). Sharpe: 0.17 (bottom quartile). Point 10 Information ratio: 0.23 (upper mid). Information ratio: -0.44 (lower mid). Information ratio: -1.68 (bottom quartile). Information ratio: 0.49 (top quartile). Information ratio: -0.88 (bottom quartile). Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
Taurus Discovery (Midcap) Fund
Edelweiss Mid Cap Fund
DSP Midcap Fund
3. ELSS किंवा टॅक्स सेव्हिंग म्युच्युअल फंड
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 ₹44.2385
↓ -0.47 ₹4,566 500 -2.9 2.9 14.5 15.7 13.4 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹150.525
↓ -0.83 ₹7,060 500 -4.6 0.7 12.1 15.1 14.7 8 Aditya Birla Sun Life Tax Relief '96 Growth ₹58.98
↓ -0.72 ₹14,993 500 -4.8 -1.4 13.6 15.1 8.5 9.3 DSP Tax Saver Fund Growth ₹137.34
↓ -2.06 ₹17,223 500 -3.6 2.5 12.3 19.4 16.1 7.5 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 6 Mar 26 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 (₹4,566 Cr). Lower mid AUM (₹7,060 Cr). Upper mid AUM (₹14,993 Cr). Highest AUM (₹17,223 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (19+ yrs). Oldest track record among peers (25 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: 13.43% (bottom quartile). 5Y return: 14.71% (lower mid). 5Y return: 8.52% (bottom quartile). 5Y return: 16.06% (upper mid). 5Y return: 17.39% (top quartile). Point 6 3Y return: 15.72% (lower mid). 3Y return: 15.08% (bottom quartile). 3Y return: 15.05% (bottom quartile). 3Y return: 19.38% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 14.46% (upper mid). 1Y return: 12.11% (bottom quartile). 1Y return: 13.63% (lower mid). 1Y return: 12.31% (bottom quartile). 1Y return: 35.51% (top quartile). Point 8 Alpha: -0.76 (bottom quartile). Alpha: 0.34 (bottom quartile). Alpha: 3.77 (top quartile). Alpha: 1.75 (upper mid). Alpha: 1.75 (lower mid). Point 9 Sharpe: 0.14 (bottom quartile). Sharpe: 0.21 (bottom quartile). Sharpe: 0.50 (upper mid). Sharpe: 0.33 (lower mid). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.35 (bottom quartile). Information ratio: -0.30 (lower mid). Information ratio: -0.43 (bottom quartile). Information ratio: 0.93 (top quartile). Information ratio: -0.15 (upper 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
4. स्मॉल-कॅप म्युच्युअल फंड
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 ₹81.7082
↓ -0.50 ₹4,778 1,000 -2.9 -2.3 14.6 17.1 13.7 -3.7 SBI Small Cap Fund Growth ₹155.589
↓ -0.30 ₹34,449 500 -7.5 -9.8 2.6 11.7 14.1 -4.9 DSP Small Cap Fund Growth ₹186.927
↓ -0.94 ₹16,135 500 -3.5 -4.1 15.6 18.8 18.5 -2.8 Nippon India Small Cap Fund Growth ₹157.625
↓ -0.54 ₹65,812 100 -4.4 -5.8 10.3 19.7 21.7 -4.7 HDFC Small Cap Fund Growth ₹128.818
↓ -0.85 ₹36,941 300 -7.2 -8.9 8.7 16.4 19.2 -0.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund HDFC Small Cap Fund Point 1 Bottom quartile AUM (₹4,778 Cr). Lower mid AUM (₹34,449 Cr). Bottom quartile AUM (₹16,135 Cr). Highest AUM (₹65,812 Cr). Upper mid AUM (₹36,941 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (15+ yrs). Established history (17+ 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: 13.70% (bottom quartile). 5Y return: 14.08% (bottom quartile). 5Y return: 18.54% (lower mid). 5Y return: 21.67% (top quartile). 5Y return: 19.22% (upper mid). Point 6 3Y return: 17.13% (lower mid). 3Y return: 11.73% (bottom quartile). 3Y return: 18.79% (upper mid). 3Y return: 19.67% (top quartile). 3Y return: 16.41% (bottom quartile). Point 7 1Y return: 14.57% (upper mid). 1Y return: 2.57% (bottom quartile). 1Y return: 15.57% (top quartile). 1Y return: 10.28% (lower mid). 1Y return: 8.68% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.64 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.01 (upper mid). Sharpe: -0.41 (bottom quartile). Sharpe: -0.02 (lower mid). Sharpe: -0.19 (bottom quartile). Sharpe: 0.05 (top quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.02 (top quartile). Information ratio: 0.00 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
Nippon India Small Cap Fund
HDFC Small Cap Fund
5. मल्टी-कॅप म्युच्युअल फंड
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 (%) Kotak Standard Multicap Fund Growth ₹84.89
↓ -0.72 ₹56,479 500 -2.6 1.6 15.2 16.5 13 9.5 Mirae Asset India Equity Fund Growth ₹109.706
↓ -1.28 ₹40,371 1,000 -7.1 -2.3 8.9 11.8 10.5 10.2 Motilal Oswal Multicap 35 Fund Growth ₹54.936
↓ -0.41 ₹13,180 500 -10.7 -11.2 0.9 19.8 11.4 -5.6 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 ₹1,799.17
↓ -11.93 ₹24,700 100 -3.9 2.2 16.3 17.8 13.7 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Highest AUM (₹56,479 Cr). Upper mid AUM (₹40,371 Cr). Bottom quartile AUM (₹13,180 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹24,700 Cr). Point 2 Established history (16+ yrs). Established history (17+ yrs). Established history (11+ 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: 13.01% (lower mid). 5Y return: 10.45% (bottom quartile). 5Y return: 11.44% (bottom quartile). 5Y return: 13.57% (upper mid). 5Y return: 13.75% (top quartile). Point 6 3Y return: 16.53% (bottom quartile). 3Y return: 11.84% (bottom quartile). 3Y return: 19.83% (top quartile). 3Y return: 17.28% (lower mid). 3Y return: 17.84% (upper mid). Point 7 1Y return: 15.17% (lower mid). 1Y return: 8.88% (bottom quartile). 1Y return: 0.91% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 16.26% (upper mid). Point 8 Alpha: 3.74 (top quartile). Alpha: 0.02 (lower mid). Alpha: -5.98 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 3.72 (upper mid). Point 9 Sharpe: 0.46 (lower mid). Sharpe: 0.27 (bottom quartile). Sharpe: -0.19 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.48 (upper mid). Point 10 Information ratio: 0.19 (lower mid). Information ratio: -0.62 (bottom quartile). Information ratio: 0.56 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.76 (top quartile). Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
6. संतुलित निधी किंवा संकरित निधी
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 (%) Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,498.67
↓ -10.78 ₹7,334 100 -4.2 -0.3 10.6 13.6 10.4 7.2 Edelweiss Arbitrage Fund Growth ₹20.1517
↑ 0.01 ₹15,619 500 1.5 2.9 6.2 7 6 6.3 SBI Multi Asset Allocation Fund Growth ₹66.0147
↓ -0.23 ₹14,944 500 2.5 10.5 21.9 19 14.7 18.6 ICICI Prudential Equity and Debt Fund Growth ₹398.48
↓ -2.68 ₹49,257 100 -2.7 1.4 14.2 18.5 18.2 13.3 Nippon India Equity Hybrid Fund Growth ₹103.875
↓ -0.75 ₹4,025 100 -3.1 0.3 11.3 14.8 12.9 6.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Equity Hybrid 95 Fund Edelweiss Arbitrage Fund SBI Multi Asset Allocation Fund ICICI Prudential Equity and Debt Fund Nippon India Equity Hybrid Fund Point 1 Bottom quartile AUM (₹7,334 Cr). Upper mid AUM (₹15,619 Cr). Lower mid AUM (₹14,944 Cr). Highest AUM (₹49,257 Cr). Bottom quartile AUM (₹4,025 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (26+ yrs). Established history (20+ 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 Low. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 10.41% (bottom quartile). 5Y return: 5.97% (bottom quartile). 5Y return: 14.68% (upper mid). 5Y return: 18.21% (top quartile). 5Y return: 12.94% (lower mid). Point 6 3Y return: 13.56% (bottom quartile). 3Y return: 7.04% (bottom quartile). 3Y return: 19.00% (top quartile). 3Y return: 18.47% (upper mid). 3Y return: 14.76% (lower mid). Point 7 1Y return: 10.60% (bottom quartile). 1Y return: 6.22% (bottom quartile). 1Y return: 21.92% (top quartile). 1Y return: 14.22% (upper mid). 1Y return: 11.33% (lower mid). Point 8 1M return: -2.88% (bottom quartile). 1M return: 0.46% (top quartile). 1M return: -0.73% (upper mid). 1M return: -2.00% (bottom quartile). 1M return: -1.83% (lower mid). Point 9 Alpha: -0.23 (bottom quartile). Alpha: -0.54 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 3.54 (top quartile). Alpha: 0.23 (upper mid). Point 10 Sharpe: 0.21 (bottom quartile). Sharpe: 0.72 (upper mid). Sharpe: 2.05 (top quartile). Sharpe: 0.62 (lower mid). Sharpe: 0.25 (bottom quartile). Aditya Birla Sun Life Equity Hybrid 95 Fund
Edelweiss Arbitrage Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Equity and Debt Fund
Nippon India Equity Hybrid Fund
SIP गुंतवणुकीचे फायदे
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!
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.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved