+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!
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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 ₹90.8924
↑ 0.84 ₹50,876 100 -3.3 1.7 11.9 19 19.4 9.2 ICICI Prudential Bluechip Fund Growth ₹111.73
↑ 0.69 ₹78,502 100 -2.2 2.4 11.7 17.9 17.2 11.3 SBI Bluechip Fund Growth ₹94.3923
↑ 0.75 ₹55,879 500 -0.8 3.1 11.5 14.8 14.5 9.7 Indiabulls Blue Chip Fund Growth ₹43
↑ 0.38 ₹132 500 -3.2 1.5 11.2 14.3 12.8 7.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹531.19
↑ 3.72 ₹31,386 100 -2.6 1.7 11 15.8 14.9 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Indiabulls Blue Chip Fund Aditya Birla Sun Life Frontline Equity Fund Point 1 Lower mid AUM (₹50,876 Cr). Highest AUM (₹78,502 Cr). Upper mid AUM (₹55,879 Cr). Bottom quartile AUM (₹132 Cr). Bottom quartile AUM (₹31,386 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (13+ yrs). Oldest track record among peers (23 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: 19.35% (top quartile). 5Y return: 17.20% (upper mid). 5Y return: 14.53% (bottom quartile). 5Y return: 12.80% (bottom quartile). 5Y return: 14.94% (lower mid). Point 6 3Y return: 19.03% (top quartile). 3Y return: 17.87% (upper mid). 3Y return: 14.78% (bottom quartile). 3Y return: 14.25% (bottom quartile). 3Y return: 15.84% (lower mid). Point 7 1Y return: 11.93% (top quartile). 1Y return: 11.65% (upper mid). 1Y return: 11.54% (lower mid). 1Y return: 11.20% (bottom quartile). 1Y return: 11.00% (bottom quartile). Point 8 Alpha: -0.94 (bottom quartile). Alpha: 1.30 (top quartile). Alpha: -0.41 (upper mid). Alpha: -2.54 (bottom quartile). Alpha: -0.70 (lower mid). Point 9 Sharpe: 0.29 (bottom quartile). Sharpe: 0.48 (top quartile). Sharpe: 0.34 (upper mid). Sharpe: 0.16 (bottom quartile). Sharpe: 0.31 (lower mid). Point 10 Information ratio: 1.37 (top quartile). Information ratio: 1.26 (upper mid). Information ratio: -0.28 (bottom quartile). Information ratio: -0.28 (bottom quartile). Information ratio: 0.58 (lower mid). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Indiabulls Blue Chip Fund
Aditya Birla Sun Life Frontline Equity 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 ₹1,381.72
↑ 20.69 ₹13,293 100 -3.9 1.4 13.5 24.6 21.5 4.1 Kotak Emerging Equity Scheme Growth ₹130.881
↑ 2.14 ₹60,637 1,000 -6.1 -2.7 11.2 21.1 21.1 1.8 Taurus Discovery (Midcap) Fund Growth ₹115.51
↑ 2.13 ₹129 1,000 -7.2 -4.7 5.7 15.9 16.4 0.8 HDFC Mid-Cap Opportunities Fund Growth ₹198.979
↑ 1.83 ₹92,642 300 -1 2.8 15.4 25.8 24.9 6.8 Edelweiss Mid Cap Fund Growth ₹101.654
↑ 1.54 ₹13,650 500 -1.7 2.5 14 26.4 24 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Mid Cap Fund Kotak Emerging Equity Scheme Taurus Discovery (Midcap) Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Point 1 Bottom quartile AUM (₹13,293 Cr). Upper mid AUM (₹60,637 Cr). Bottom quartile AUM (₹129 Cr). Highest AUM (₹92,642 Cr). Lower mid AUM (₹13,650 Cr). Point 2 Established history (23+ yrs). Established history (18+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (18+ 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: 21.52% (lower mid). 5Y return: 21.09% (bottom quartile). 5Y return: 16.39% (bottom quartile). 5Y return: 24.91% (top quartile). 5Y return: 23.99% (upper mid). Point 6 3Y return: 24.63% (lower mid). 3Y return: 21.11% (bottom quartile). 3Y return: 15.95% (bottom quartile). 3Y return: 25.80% (upper mid). 3Y return: 26.35% (top quartile). Point 7 1Y return: 13.48% (lower mid). 1Y return: 11.19% (bottom quartile). 1Y return: 5.73% (bottom quartile). 1Y return: 15.40% (top quartile). 1Y return: 13.97% (upper mid). Point 8 Alpha: -1.77 (upper mid). Alpha: -3.77 (bottom quartile). Alpha: -5.00 (bottom quartile). Alpha: 0.63 (top quartile). Alpha: -1.98 (lower mid). Point 9 Sharpe: -0.01 (upper mid). Sharpe: -0.11 (bottom quartile). Sharpe: -0.18 (bottom quartile). Sharpe: 0.12 (top quartile). Sharpe: -0.02 (lower mid). Point 10 Information ratio: 0.13 (lower mid). Information ratio: -0.44 (bottom quartile). Information ratio: -1.62 (bottom quartile). Information ratio: 0.44 (top quartile). Information ratio: 0.40 (upper mid). Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
Taurus Discovery (Midcap) Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap 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 (%) Bandhan Tax Advantage (ELSS) Fund Growth ₹153.415
↑ 1.87 ₹7,333 500 -2.1 2.3 10.7 15.9 18.1 8 Tata India Tax Savings Fund Growth ₹44.575
↑ 0.55 ₹4,748 500 -2.5 1.9 10.6 15.9 15.6 4.9 Aditya Birla Sun Life Tax Relief '96 Growth ₹60.85
↑ 0.52 ₹15,415 500 -3.3 1.2 14.1 15.6 10.9 9.3 DSP Tax Saver Fund Growth ₹141.759
↑ 1.58 ₹17,609 500 -0.5 2.5 12.3 20.2 18.8 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 28 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Bandhan Tax Advantage (ELSS) Fund Tata India Tax Savings Fund Aditya Birla Sun Life Tax Relief '96 DSP Tax Saver Fund HDFC Long Term Advantage Fund Point 1 Lower mid AUM (₹7,333 Cr). Bottom quartile AUM (₹4,748 Cr). Upper mid AUM (₹15,415 Cr). Highest AUM (₹17,609 Cr). Bottom quartile AUM (₹1,318 Cr). Point 2 Established history (17+ yrs). Established history (11+ yrs). Established history (17+ 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: 18.12% (upper mid). 5Y return: 15.62% (bottom quartile). 5Y return: 10.90% (bottom quartile). 5Y return: 18.83% (top quartile). 5Y return: 17.39% (lower mid). Point 6 3Y return: 15.88% (bottom quartile). 3Y return: 15.89% (lower mid). 3Y return: 15.63% (bottom quartile). 3Y return: 20.21% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: 10.68% (bottom quartile). 1Y return: 10.60% (bottom quartile). 1Y return: 14.14% (upper mid). 1Y return: 12.32% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: 0.45 (lower mid). Alpha: -2.63 (bottom quartile). Alpha: 1.55 (upper mid). Alpha: -0.15 (bottom quartile). Alpha: 1.75 (top quartile). Point 9 Sharpe: 0.21 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.16 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.08 (upper mid). Information ratio: -0.26 (bottom quartile). Information ratio: -0.74 (bottom quartile). Information ratio: 0.96 (top quartile). Information ratio: -0.15 (lower mid). Bandhan Tax Advantage (ELSS) Fund
Tata India Tax Savings 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 ₹81.3708
↑ 1.35 ₹4,938 1,000 -6.5 -5.1 7.9 16.9 17.2 -3.7 SBI Small Cap Fund Growth ₹157.553
↑ 1.33 ₹36,268 500 -9.9 -8.7 -0.2 12.8 17.3 -4.9 HDFC Small Cap Fund Growth ₹131.925
↑ 1.64 ₹37,753 300 -8.4 -6 7.7 19.6 23.1 -0.6 DSP Small Cap Fund Growth ₹183.582
↑ 2.36 ₹16,935 500 -6.4 -7.4 6 18.5 21 -2.8 Nippon India Small Cap Fund Growth ₹157.628
↑ 2.23 ₹68,287 100 -7.9 -6.5 3.9 20.8 25.8 -4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 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 (₹4,938 Cr). Lower mid AUM (₹36,268 Cr). Upper mid AUM (₹37,753 Cr). Bottom quartile AUM (₹16,935 Cr). Highest AUM (₹68,287 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: 17.20% (bottom quartile). 5Y return: 17.29% (bottom quartile). 5Y return: 23.12% (upper mid). 5Y return: 21.05% (lower mid). 5Y return: 25.76% (top quartile). Point 6 3Y return: 16.91% (bottom quartile). 3Y return: 12.80% (bottom quartile). 3Y return: 19.61% (upper mid). 3Y return: 18.54% (lower mid). 3Y return: 20.75% (top quartile). Point 7 1Y return: 7.88% (top quartile). 1Y return: -0.23% (bottom quartile). 1Y return: 7.69% (upper mid). 1Y return: 5.97% (lower mid). 1Y return: 3.93% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -1.23 (bottom quartile). Point 9 Sharpe: -0.32 (lower mid). Sharpe: -0.54 (bottom quartile). Sharpe: -0.23 (top quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.42 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.02 (bottom 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
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 ₹86.76
↑ 1.58 ₹56,460 500 -0.8 2.8 15.8 17.8 15.6 9.5 Mirae Asset India Equity Fund Growth ₹113.466
↑ 0.89 ₹41,802 1,000 -2.7 1.6 11.1 13.5 12.9 10.2 Motilal Oswal Multicap 35 Fund Growth ₹57.6781
↑ 0.70 ₹13,862 500 -8 -5.7 5.9 22.3 14.2 -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 ₹1,833.45
↑ 13.27 ₹25,098 100 -2 4.1 14.3 18.6 15.8 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 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 (₹56,460 Cr). Upper mid AUM (₹41,802 Cr). Bottom quartile AUM (₹13,862 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹25,098 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: 15.59% (upper mid). 5Y return: 12.91% (bottom quartile). 5Y return: 14.19% (lower mid). 5Y return: 13.57% (bottom quartile). 5Y return: 15.82% (top quartile). Point 6 3Y return: 17.80% (lower mid). 3Y return: 13.46% (bottom quartile). 3Y return: 22.28% (top quartile). 3Y return: 17.28% (bottom quartile). 3Y return: 18.55% (upper mid). Point 7 1Y return: 15.77% (upper mid). 1Y return: 11.13% (bottom quartile). 1Y return: 5.93% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 14.28% (lower mid). Point 8 Alpha: 1.61 (upper mid). Alpha: 0.23 (lower mid). Alpha: -12.91 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 3.22 (top quartile). Point 9 Sharpe: 0.28 (bottom quartile). Sharpe: 0.38 (lower mid). Sharpe: -0.51 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.41 (upper mid). Point 10 Information ratio: -0.04 (bottom quartile). Information ratio: -0.35 (bottom quartile). Information ratio: 0.54 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.82 (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 ₹1,534.49
↑ 11.11 ₹7,533 100 -2.1 1.3 9.5 14.7 12.4 7.2 Edelweiss Arbitrage Fund Growth ₹20.0193
↑ 0.02 ₹16,270 500 1.5 2.9 6.2 7 5.9 6.3 SBI Multi Asset Allocation Fund Growth ₹67.4858
↑ 0.73 ₹13,033 500 7.8 13.6 24.7 20.2 15.6 18.6 ICICI Prudential Equity and Debt Fund Growth ₹402.82
↑ 3.09 ₹49,641 100 -1.6 3.6 13.7 18.9 21.2 13.3 SBI Equity Hybrid Fund Growth ₹302.983
↑ 2.71 ₹82,847 500 -2.6 1.3 12.4 14.6 13.2 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 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 SBI Equity Hybrid Fund Point 1 Bottom quartile AUM (₹7,533 Cr). Lower mid AUM (₹16,270 Cr). Bottom quartile AUM (₹13,033 Cr). Upper mid AUM (₹49,641 Cr). Highest AUM (₹82,847 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (26+ yrs). Established history (21+ 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: 12.38% (bottom quartile). 5Y return: 5.91% (bottom quartile). 5Y return: 15.56% (upper mid). 5Y return: 21.19% (top quartile). 5Y return: 13.19% (lower mid). Point 6 3Y return: 14.74% (lower mid). 3Y return: 7.01% (bottom quartile). 3Y return: 20.18% (top quartile). 3Y return: 18.92% (upper mid). 3Y return: 14.65% (bottom quartile). Point 7 1Y return: 9.52% (bottom quartile). 1Y return: 6.23% (bottom quartile). 1Y return: 24.67% (top quartile). 1Y return: 13.65% (upper mid). 1Y return: 12.35% (lower mid). Point 8 1M return: -2.09% (bottom quartile). 1M return: 0.53% (upper mid). 1M return: 2.75% (top quartile). 1M return: -1.65% (lower mid). 1M return: -2.31% (bottom quartile). Point 9 Alpha: -1.63 (bottom quartile). Alpha: -0.82 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 4.49 (top quartile). Alpha: 3.30 (upper mid). Point 10 Sharpe: 0.15 (bottom quartile). Sharpe: 0.73 (lower mid). Sharpe: 1.60 (top quartile). Sharpe: 0.83 (upper mid). Sharpe: 0.63 (bottom quartile). Aditya Birla Sun Life Equity Hybrid 95 Fund
Edelweiss Arbitrage Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Equity and Debt Fund
SBI 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.
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