+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 ₹89.8671
↓ -0.18 ₹44,165 100 0.7 15 0.6 19.7 22.6 18.2 ICICI Prudential Bluechip Fund Growth ₹108.84
↓ -0.36 ₹71,788 100 -0.1 13 -0.6 18.1 20.5 16.9 SBI Bluechip Fund Growth ₹90.7285
↓ -0.17 ₹53,030 500 -0.7 12.1 -0.8 13.9 17.7 12.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹516.88
↓ -1.41 ₹30,235 100 -0.6 12.9 -2.1 15.1 18.2 15.6 Essel Large Cap Equity Fund Growth ₹30.7626
↑ 0.20 ₹96 500 -8 -14.5 -2.6 10 7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 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 Essel Large Cap Equity Fund Point 1 Lower mid AUM (₹44,165 Cr). Highest AUM (₹71,788 Cr). Upper mid AUM (₹53,030 Cr). Bottom quartile AUM (₹30,235 Cr). Bottom quartile AUM (₹96 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: 22.63% (top quartile). 5Y return: 20.51% (upper mid). 5Y return: 17.68% (bottom quartile). 5Y return: 18.22% (lower mid). 5Y return: 7.00% (bottom quartile). Point 6 3Y return: 19.70% (top quartile). 3Y return: 18.10% (upper mid). 3Y return: 13.93% (bottom quartile). 3Y return: 15.12% (lower mid). 3Y return: 10.00% (bottom quartile). Point 7 1Y return: 0.57% (top quartile). 1Y return: -0.58% (upper mid). 1Y return: -0.80% (lower mid). 1Y return: -2.12% (bottom quartile). 1Y return: -2.56% (bottom quartile). Point 8 Alpha: 0.61 (bottom quartile). Alpha: 1.58 (top quartile). Alpha: 1.05 (lower mid). Alpha: 1.34 (upper mid). Alpha: -3.02 (bottom quartile). Point 9 Sharpe: -0.37 (bottom quartile). Sharpe: -0.35 (lower mid). Sharpe: -0.34 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: 0.10 (top quartile). Point 10 Information ratio: 1.84 (top quartile). Information ratio: 1.50 (upper mid). Information ratio: -0.12 (bottom quartile). Information ratio: 0.80 (lower mid). Information ratio: -0.82 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Essel Large Cap 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 (%) Kotak Emerging Equity Scheme Growth ₹133.861
↓ -0.55 ₹57,375 1,000 3.2 23.1 0.8 21 26.4 33.6 Sundaram Mid Cap Fund Growth ₹1,359.76
↓ -3.59 ₹12,596 100 0.9 19.3 -0.9 22.8 25.2 32 Taurus Discovery (Midcap) Fund Growth ₹119.23
↓ -0.09 ₹130 1,000 -0.9 19.3 -8.9 17.3 19.8 11.3 HDFC Mid-Cap Opportunities Fund Growth ₹189.956
↓ -0.71 ₹83,847 300 0.7 16.8 1.1 25.2 27.6 28.6 Motilal Oswal Midcap 30 Fund Growth ₹101.99
↓ -0.51 ₹33,609 500 1.9 15 0.1 28.1 32.2 57.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 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 Motilal Oswal Midcap 30 Fund Point 1 Upper mid AUM (₹57,375 Cr). Bottom quartile AUM (₹12,596 Cr). Bottom quartile AUM (₹130 Cr). Highest AUM (₹83,847 Cr). Lower mid AUM (₹33,609 Cr). Point 2 Established history (18+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Established history (11+ 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: Moderately High. Point 5 5Y return: 26.40% (lower mid). 5Y return: 25.20% (bottom quartile). 5Y return: 19.82% (bottom quartile). 5Y return: 27.61% (upper mid). 5Y return: 32.15% (top quartile). Point 6 3Y return: 21.05% (bottom quartile). 3Y return: 22.85% (lower mid). 3Y return: 17.32% (bottom quartile). 3Y return: 25.19% (upper mid). 3Y return: 28.09% (top quartile). Point 7 1Y return: 0.78% (upper mid). 1Y return: -0.94% (bottom quartile). 1Y return: -8.89% (bottom quartile). 1Y return: 1.08% (top quartile). 1Y return: 0.15% (lower mid). Point 8 Alpha: 4.96 (top quartile). Alpha: 3.17 (lower mid). Alpha: -6.42 (bottom quartile). Alpha: 2.03 (bottom quartile). Alpha: 3.70 (upper mid). Point 9 Sharpe: -0.09 (top quartile). Sharpe: -0.17 (lower mid). Sharpe: -0.66 (bottom quartile). Sharpe: -0.21 (bottom quartile). Sharpe: -0.11 (upper mid). Point 10 Information ratio: -0.29 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -1.11 (bottom quartile). Information ratio: 0.76 (top quartile). Information ratio: 0.44 (upper mid). Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
Taurus Discovery (Midcap) Fund
HDFC Mid-Cap Opportunities Fund
Motilal Oswal Midcap 30 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 ₹42.8712
↓ -0.14 ₹4,595 500 -1.8 11.9 -5 14.8 18.5 19.5 Bandhan Tax Advantage (ELSS) Fund Growth ₹148.667
↓ -0.27 ₹6,974 500 -0.9 11.3 -5.4 15.2 21.9 13.1 Aditya Birla Sun Life Tax Relief '96 Growth ₹59.75
↓ -0.24 ₹15,457 500 1.2 16.4 -1.4 13.7 12.9 16.4 DSP Tax Saver Fund Growth ₹134.666
↓ -0.40 ₹16,981 500 -3 10.8 -4.4 18.8 21.8 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 29 Aug 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 (₹4,595 Cr). Lower mid AUM (₹6,974 Cr). Upper mid AUM (₹15,457 Cr). Highest AUM (₹16,981 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: 18.52% (lower mid). 5Y return: 21.90% (top quartile). 5Y return: 12.92% (bottom quartile). 5Y return: 21.78% (upper mid). 5Y return: 17.39% (bottom quartile). Point 6 3Y return: 14.78% (bottom quartile). 3Y return: 15.24% (lower mid). 3Y return: 13.65% (bottom quartile). 3Y return: 18.79% (upper mid). 3Y return: 20.64% (top quartile). Point 7 1Y return: -5.05% (bottom quartile). 1Y return: -5.38% (bottom quartile). 1Y return: -1.42% (upper mid). 1Y return: -4.40% (lower mid). 1Y return: 35.51% (top quartile). Point 8 Alpha: 0.24 (lower mid). Alpha: -3.48 (bottom quartile). Alpha: 1.19 (upper mid). Alpha: -0.09 (bottom quartile). Alpha: 1.75 (top quartile). Point 9 Sharpe: -0.42 (lower mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.36 (upper mid). Sharpe: -0.45 (bottom quartile). Sharpe: 2.27 (top quartile). Point 10 Information ratio: -0.22 (bottom quartile). Information ratio: -0.12 (upper mid). Information ratio: -0.94 (bottom quartile). Information ratio: 0.88 (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
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 (%) SBI Small Cap Fund Growth ₹169.15
↓ -0.65 ₹35,563 500 0.4 15.3 -7.2 15.2 23.2 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹82.2854
↓ -0.29 ₹5,011 1,000 -1.9 18.1 -7.5 16.9 22.1 21.5 HDFC Small Cap Fund Growth ₹139.273
↓ -0.17 ₹36,353 300 3.2 22.4 -1 23 28.9 20.4 DSP Small Cap Fund Growth ₹194.34
↓ -0.30 ₹17,005 500 1 22.1 -2.7 20.4 26.4 25.6 Nippon India Small Cap Fund Growth ₹164.4
↓ -0.52 ₹65,922 100 -0.6 17.9 -7.9 23 31 26.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund HDFC Small Cap Fund DSP Small Cap Fund Nippon India Small Cap Fund Point 1 Lower mid AUM (₹35,563 Cr). Bottom quartile AUM (₹5,011 Cr). Upper mid AUM (₹36,353 Cr). Bottom quartile AUM (₹17,005 Cr). Highest AUM (₹65,922 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (18 yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (14+ 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: 23.17% (bottom quartile). 5Y return: 22.05% (bottom quartile). 5Y return: 28.86% (upper mid). 5Y return: 26.42% (lower mid). 5Y return: 31.05% (top quartile). Point 6 3Y return: 15.16% (bottom quartile). 3Y return: 16.90% (bottom quartile). 3Y return: 22.95% (upper mid). 3Y return: 20.36% (lower mid). 3Y return: 22.96% (top quartile). Point 7 1Y return: -7.23% (lower mid). 1Y return: -7.47% (bottom quartile). 1Y return: -0.95% (top quartile). 1Y return: -2.72% (upper mid). 1Y return: -7.92% (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: -3.84 (bottom quartile). Point 9 Sharpe: -0.63 (bottom quartile). Sharpe: -0.43 (lower mid). Sharpe: -0.17 (upper mid). Sharpe: -0.06 (top quartile). Sharpe: -0.51 (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: 0.00 (bottom quartile). SBI Small Cap Fund
Aditya Birla Sun Life 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 (%) Motilal Oswal Multicap 35 Fund Growth ₹61.1164
↑ 0.04 ₹13,727 500 1.4 15.8 3.4 23 18.8 45.7 Kotak Standard Multicap Fund Growth ₹82.518
↓ -0.19 ₹53,293 500 -1.3 15.3 -0.2 16.2 18.2 16.5 Mirae Asset India Equity Fund Growth ₹110.982
↓ -0.40 ₹39,975 1,000 -0.1 13.1 -1 12.9 15.9 12.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Bandhan Focused Equity Fund Growth ₹84.667
↓ -0.57 ₹1,974 100 -0.5 11.7 -0.2 17.2 16.4 30.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 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 Bandhan Focused Equity Fund Point 1 Lower mid AUM (₹13,727 Cr). Highest AUM (₹53,293 Cr). Upper mid AUM (₹39,975 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,974 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (19 yrs). Established history (19+ 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: 18.76% (top quartile). 5Y return: 18.25% (upper mid). 5Y return: 15.90% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 16.42% (lower mid). Point 6 3Y return: 22.96% (top quartile). 3Y return: 16.19% (bottom quartile). 3Y return: 12.88% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 17.19% (lower mid). Point 7 1Y return: 3.43% (upper mid). 1Y return: -0.16% (lower mid). 1Y return: -0.97% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: -0.22% (bottom quartile). Point 8 Alpha: 10.18 (upper mid). Alpha: 2.01 (lower mid). Alpha: 1.71 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 10.39 (top quartile). Point 9 Sharpe: 0.11 (lower mid). Sharpe: -0.31 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.24 (upper mid). Point 10 Information ratio: 0.80 (top quartile). Information ratio: 0.24 (lower mid). Information ratio: -0.36 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.29 (upper mid). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
BNP Paribas Multi Cap Fund
Bandhan Focused 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 (%) Edelweiss Arbitrage Fund Growth ₹19.5537
↓ 0.00 ₹15,550 500 1.5 3.2 6.8 7 5.7 7.7 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,501.53
↓ -3.90 ₹7,480 100 0.1 11.5 -0.3 12.9 15.5 15.3 Kotak Equity Arbitrage Fund Growth ₹37.8154
↓ 0.00 ₹71,608 500 1.5 3.2 6.9 7.2 5.9 7.8 ICICI Prudential Equity Arbitrage Fund Growth ₹34.622
↑ 0.00 ₹31,526 1,000 1.5 3.3 6.9 7 5.7 7.6 Nippon India Arbitrage Fund Growth ₹26.7717
↑ 0.00 ₹15,383 100 1.5 3.1 6.6 6.8 5.6 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Edelweiss Arbitrage Fund Aditya Birla Sun Life Equity Hybrid 95 Fund Kotak Equity Arbitrage Fund ICICI Prudential Equity Arbitrage Fund Nippon India Arbitrage Fund Point 1 Lower mid AUM (₹15,550 Cr). Bottom quartile AUM (₹7,480 Cr). Highest AUM (₹71,608 Cr). Upper mid AUM (₹31,526 Cr). Bottom quartile AUM (₹15,383 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (30 yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (14+ 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: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 5Y return: 5.71% (lower mid). 5Y return: 15.50% (top quartile). 5Y return: 5.88% (upper mid). 5Y return: 5.70% (bottom quartile). 5Y return: 5.58% (bottom quartile). Point 6 3Y return: 7.01% (bottom quartile). 3Y return: 12.89% (top quartile). 3Y return: 7.19% (upper mid). 3Y return: 7.02% (lower mid). 3Y return: 6.84% (bottom quartile). Point 7 1Y return: 6.79% (lower mid). 1Y return: -0.26% (bottom quartile). 1Y return: 6.89% (top quartile). 1Y return: 6.88% (upper mid). 1Y return: 6.56% (bottom quartile). Point 8 1M return: 0.49% (lower mid). 1M return: -1.27% (bottom quartile). 1M return: 0.51% (top quartile). 1M return: 0.50% (upper mid). 1M return: 0.49% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.09 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.90 (lower mid). Sharpe: -0.38 (bottom quartile). Sharpe: 1.19 (upper mid). Sharpe: 1.21 (top quartile). Sharpe: 0.26 (bottom quartile). Edelweiss Arbitrage Fund
Aditya Birla Sun Life Equity Hybrid 95 Fund
Kotak Equity Arbitrage Fund
ICICI Prudential Equity Arbitrage Fund
Nippon India Arbitrage 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.
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.
©2025 Shepard Technologies Private Limited. All Rights Reserved