+91-22-489139092022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 5 म्युच्युअल फंड
म्युच्युअल फंड उशीरा गुंतवणुकीची लोकप्रिय पद्धत बनली आहे आणि बरेच गुंतवणूकदार त्याकडे झुकत आहेतगुंतवणूक त्यात. म्युच्युअल फंड केवळ चांगला परतावा देत नाहीत तर ते साध्य करण्याची पद्धतशीर संधी देखील देतातआर्थिक उद्दिष्टे, जे अलीकडच्या काळात त्यांच्या लोकप्रियतेचे एक कारण आहे. तथापि, इच्छित गुंतवणुकीचे उद्दिष्ट साध्य करण्यासाठी किंवा चांगला परतावा मिळविण्यासाठी, योग्य फंडात गुंतवणूक करणे महत्त्वाचे आहे. म्हणूनच आम्ही येथे आहोत! गुंतवणूकदार योजना करत आहेतम्युच्युअल फंडात गुंतवणूक करा, आम्ही तुमच्यासाठी काही आणतोसर्वोत्तम कामगिरी करणारे म्युच्युअल फंड ज्याचा तुम्ही गुंतवणूक करताना विचार केला पाहिजे. हे फंड एयूएम सारखे महत्त्वाचे पॅरामीटर्स हाती घेऊन शॉर्टलिस्ट केले गेले आहेत.नाही, मागील कामगिरी, समवयस्क सरासरी परतावा, माहिती गुणोत्तर इ.
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भारतातील शीर्ष 5 सर्वोत्तम कामगिरी करणारे म्युच्युअल फंड
सर्वोत्कृष्ट इक्विटी म्युच्युअल फंड 2022
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Information Ratio Sharpe Ratio DSP World Gold Fund Growth ₹63.6894
↑ 2.34 ₹1,769 1,000 500 -0.4 41 122.2 50.5 26.9 167.1 -0.83 2.16 DSP US Flexible Equity Fund Growth ₹94.2394
↑ 1.57 ₹1,055 1,000 500 19.7 26.1 69.9 30 19.1 33.8 -0.27 1.98 SBI PSU Fund Growth ₹34.7877
↓ -0.29 ₹5,891 5,000 500 -4.2 2.6 12.6 29.9 24.2 11.3 -0.31 0.27 Kotak Global Emerging Market Fund Growth ₹40.364
↑ 0.74 ₹935 5,000 1,000 16.8 32.6 72.6 28.5 12 39.1 -0.73 1.75 LIC MF Infrastructure Fund Growth ₹51.2653
↓ -1.31 ₹905 5,000 1,000 1.3 2 14.1 27.1 24.1 -3.7 0.34 -0.01 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 May 26 Note: Ratio's shown as on 31 Mar 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund DSP US Flexible Equity Fund SBI PSU Fund Kotak Global Emerging Market Fund LIC MF Infrastructure Fund Point 1 Upper mid AUM (₹1,769 Cr). Lower mid AUM (₹1,055 Cr). Highest AUM (₹5,891 Cr). Bottom quartile AUM (₹935 Cr). Bottom quartile AUM (₹905 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (13+ yrs). Established history (15+ yrs). Established history (18+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 26.90% (top quartile). 5Y return: 19.14% (bottom quartile). 5Y return: 24.17% (upper mid). 5Y return: 12.00% (bottom quartile). 5Y return: 24.07% (lower mid). Point 6 3Y return: 50.47% (top quartile). 3Y return: 30.00% (upper mid). 3Y return: 29.88% (lower mid). 3Y return: 28.47% (bottom quartile). 3Y return: 27.12% (bottom quartile). Point 7 1Y return: 122.15% (top quartile). 1Y return: 69.89% (lower mid). 1Y return: 12.62% (bottom quartile). 1Y return: 72.62% (upper mid). 1Y return: 14.11% (bottom quartile). Point 8 Alpha: 1.04 (upper mid). Alpha: -1.33 (bottom quartile). Alpha: -1.15 (bottom quartile). Alpha: -0.92 (lower mid). Alpha: 2.02 (top quartile). Point 9 Sharpe: 2.16 (top quartile). Sharpe: 1.98 (upper mid). Sharpe: 0.27 (bottom quartile). Sharpe: 1.75 (lower mid). Sharpe: -0.01 (bottom quartile). Point 10 Information ratio: -0.83 (bottom quartile). Information ratio: -0.27 (upper mid). Information ratio: -0.31 (lower mid). Information ratio: -0.73 (bottom quartile). Information ratio: 0.34 (top quartile). DSP World Gold Fund
DSP US Flexible Equity Fund
SBI PSU Fund
Kotak Global Emerging Market Fund
LIC MF Infrastructure Fund
सर्वोत्कृष्ट कर्ज निधी 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Credit Risk Fund Growth ₹14.1494
↓ 0.00 ₹100 6.8 13.3 17 9.6 6.5 5.67% 6M 9M 29D Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D Aditya Birla Sun Life Credit Risk Fund Growth ₹24.645
↓ -0.01 ₹1,178 1.5 6.4 12 11.8 13.4 8.59% 2Y 14D 2Y 8M 19D Sundaram Low Duration Fund Growth ₹28.8391
↑ 0.01 ₹550 1 10.2 11.8 5 4.19% 5M 18D 8M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Credit Risk Fund Franklin India Ultra Short Bond Fund - Super Institutional Plan Sundaram Short Term Debt Fund Aditya Birla Sun Life Credit Risk Fund Sundaram Low Duration Fund Point 1 Bottom quartile AUM (₹100 Cr). Bottom quartile AUM (₹297 Cr). Lower mid AUM (₹362 Cr). Highest AUM (₹1,178 Cr). Upper mid AUM (₹550 Cr). Point 2 Established history (11+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (19+ yrs). Point 3 Not Rated. Rating: 1★ (lower mid). Top rated. Not Rated. Rating: 2★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 16.97% (top quartile). 1Y return: 13.69% (upper mid). 1Y return: 12.83% (lower mid). 1Y return: 11.99% (bottom quartile). 1Y return: 11.79% (bottom quartile). Point 6 1M return: 5.69% (top quartile). 1M return: 0.59% (upper mid). 1M return: 0.20% (bottom quartile). 1M return: 0.21% (bottom quartile). 1M return: 0.28% (lower mid). Point 7 Sharpe: 1.19 (lower mid). Sharpe: 2.57 (top quartile). Sharpe: 0.98 (bottom quartile). Sharpe: 2.01 (upper mid). Sharpe: 0.99 (bottom quartile). Point 8 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). Point 9 Yield to maturity (debt): 5.67% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 4.52% (lower mid). Yield to maturity (debt): 8.59% (top quartile). Yield to maturity (debt): 4.19% (bottom quartile). Point 10 Modified duration: 0.50 yrs (lower mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 1.20 yrs (bottom quartile). Modified duration: 2.04 yrs (bottom quartile). Modified duration: 0.47 yrs (upper mid). BOI AXA Credit Risk Fund
Franklin India Ultra Short Bond Fund - Super Institutional Plan
Sundaram Short Term Debt Fund
Aditya Birla Sun Life Credit Risk Fund
Sundaram Low Duration Fund
सर्वोत्कृष्ट हायब्रिड फंड 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.99
↓ -0.70 ₹1,282 3.8 4.2 10.8 19.8 17 -0.9 SBI Multi Asset Allocation Fund Growth ₹65.9672
↓ -0.35 ₹16,150 -1.9 3.7 17.1 17.4 14 18.6 ICICI Prudential Multi-Asset Fund Growth ₹801.634
↓ -7.81 ₹77,658 -3.7 0 9.8 17.1 17.8 18.6 UTI Multi Asset Fund Growth ₹76.5663
↓ -0.98 ₹6,379 -4.7 -2.4 5.3 16.8 13.7 11.1 ICICI Prudential Equity and Debt Fund Growth ₹393.88
↓ -5.22 ₹46,700 -4.4 -3.6 2.5 16.5 16.9 13.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund SBI Multi Asset Allocation Fund ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund ICICI Prudential Equity and Debt Fund Point 1 Bottom quartile AUM (₹1,282 Cr). Lower mid AUM (₹16,150 Cr). Highest AUM (₹77,658 Cr). Bottom quartile AUM (₹6,379 Cr). Upper mid AUM (₹46,700 Cr). Point 2 Established history (9+ yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (17+ yrs). Oldest track record among peers (26 yrs). Point 3 Not Rated. Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.96% (upper mid). 5Y return: 13.97% (bottom quartile). 5Y return: 17.79% (top quartile). 5Y return: 13.73% (bottom quartile). 5Y return: 16.92% (lower mid). Point 6 3Y return: 19.76% (top quartile). 3Y return: 17.40% (upper mid). 3Y return: 17.14% (lower mid). 3Y return: 16.78% (bottom quartile). 3Y return: 16.55% (bottom quartile). Point 7 1Y return: 10.81% (upper mid). 1Y return: 17.09% (top quartile). 1Y return: 9.80% (lower mid). 1Y return: 5.25% (bottom quartile). 1Y return: 2.53% (bottom quartile). Point 8 1M return: 4.30% (top quartile). 1M return: 1.11% (upper mid). 1M return: 0.21% (lower mid). 1M return: -0.66% (bottom quartile). 1M return: -0.93% (bottom quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 2.02 (top quartile). Point 10 Sharpe: -0.22 (bottom quartile). Sharpe: 0.73 (top quartile). Sharpe: -0.01 (upper mid). Sharpe: -0.15 (lower mid). Sharpe: -0.33 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset Fund
ICICI Prudential Equity and Debt Fund
सर्वोत्कृष्ट गोल्ड म्युच्युअल फंड 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP World Gold Fund Growth ₹63.6894
↑ 2.34 ₹1,769 -0.4 41 122.2 50.5 26.9 167.1 SBI Gold Fund Growth ₹43.8511
↑ 0.42 ₹14,998 -3.3 21.1 53.5 33.6 24.4 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹46.4189
↑ 0.54 ₹6,164 -3.3 21.2 53.5 33.5 24.3 72 Aditya Birla Sun Life Gold Fund Growth ₹43.5453
↑ 0.38 ₹1,668 -3.2 21 59.7 33.5 24.3 72 IDBI Gold Fund Growth ₹38.9156
↓ -0.03 ₹740 -3.3 20.7 53 33.4 24.6 79 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Aditya Birla Sun Life Gold Fund IDBI Gold Fund Point 1 Lower mid AUM (₹1,769 Cr). Highest AUM (₹14,998 Cr). Upper mid AUM (₹6,164 Cr). Bottom quartile AUM (₹1,668 Cr). Bottom quartile AUM (₹740 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 26.90% (top quartile). 5Y return: 24.40% (lower mid). 5Y return: 24.30% (bottom quartile). 5Y return: 24.27% (bottom quartile). 5Y return: 24.63% (upper mid). Point 6 3Y return: 50.47% (top quartile). 3Y return: 33.63% (upper mid). 3Y return: 33.51% (lower mid). 3Y return: 33.47% (bottom quartile). 3Y return: 33.41% (bottom quartile). Point 7 1Y return: 122.15% (top quartile). 1Y return: 53.46% (bottom quartile). 1Y return: 53.47% (lower mid). 1Y return: 59.69% (upper mid). 1Y return: 52.99% (bottom quartile). Point 8 Alpha: 1.04 (top quartile). 1M return: 0.73% (bottom quartile). 1M return: 0.79% (lower mid). 1M return: 0.69% (bottom quartile). 1M return: 1.16% (top quartile). Point 9 Sharpe: 2.16 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Information ratio: -0.83 (bottom quartile). Sharpe: 1.95 (upper mid). Sharpe: 1.82 (lower mid). Sharpe: 1.73 (bottom quartile). Sharpe: 1.75 (bottom quartile). DSP World Gold Fund
SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Aditya Birla Sun Life Gold Fund
IDBI Gold Fund
म्युच्युअल फंडाचे प्रकार: जोखीम आणि परतावा
तुम्ही गुंतवणूक करण्यापूर्वी, खालील म्युच्युअल फंड श्रेणीतील मूलभूत जोखीम आणि सरासरी परतावा जाणून घ्या:
| म्युच्युअल फंड श्रेणी | सरासरी परतावा | धोका | जोखमीचा प्रकार |
|---|---|---|---|
| इक्विटी फंड | 2% -20% | उच्च ते मध्यम | अस्थिरता जोखीम, कामगिरी जोखीम, एकाग्रता जोखीम |
| कर्ज/बंध | ८-१४% | कमी ते मध्यम | व्याजदर जोखीम, क्रेडिट जोखीम |
| मनी मार्केट फंड | ४%-८% | कमी | महागाई जोखीम, संधी गमावणे |
| संतुलित निधी | ५-१५% | मध्यम | इक्विटी, डेट होल्डिंग्समध्ये जास्त एक्सपोजर |
म्युच्युअल फंड कॅल्क्युलेटर: तुमच्या गुंतवणुकीचा परतावा पूर्व-निर्धारित करा
एसिप कॅल्क्युलेटर हे एक स्मार्ट साधन आहे जे गुंतवणूकदारांच्या प्रमुख प्रश्नांचे निराकरण करते जसे की ‘किती गुंतवणूक करावी’, ‘मी किती कमवू’, ‘माझा नफा किती होईल’, इ.म्युच्युअल फंड कॅल्क्युलेटर, खास करून,SIP कॅल्क्युलेटर तुम्ही ज्या कालावधीसाठी गुंतवणूक करू इच्छिता त्या कालावधीसाठी तुमची गुंतवणूक रक्कम पूर्व-निर्धारित करते. हे प्रभावी साधनांपैकी एक आहेआर्थिक नियोजन. एखाद्याला कार, घर खरेदी करण्याची योजना करायची आहे की नाही, यासाठी योजना करासेवानिवृत्ती, मुलाचे उच्च शिक्षण किंवा इतर कोणतेही आर्थिक उद्दिष्ट, त्यासाठी SIP कॅल्क्युलेटर वापरले जाऊ शकते. कॅल्क्युलेटर कसे कार्य करते ते येथे आहे:
चित्रण:
मासिक गुंतवणूक: ₹ 2,000
गुंतवणुकीचा कालावधी: 10 वर्षे
गुंतवणूक केलेली एकूण रक्कम: ₹ 2,40,000
दीर्घकालीन महागाई: ५% (अंदाजे)
दीर्घकालीन वाढीचा दर: 14% (अंदाजे)
एसआयपी कॅल्क्युलेटरनुसार अपेक्षित परतावा: ₹ ४,९८,५८५
SIP कॅल्क्युलेटरमध्ये तुम्हाला फक्त गुंतवणुकीची रक्कम आणि गुंतवणुकीचा कालावधी (अतिरिक्त इनपुट जसे महागाई आणि अपेक्षित) यासारखे काही मूलभूत इनपुट प्रविष्ट करणे आवश्यक आहेबाजार परतावा अधिक वास्तववादी चित्र देईल). या नोंदींचे आउटपुट ही मुदतपूर्ती आणि मिळालेल्या नफ्यावर अंतिम रक्कम असेल.
ध्येय लक्षात घेऊन अशीच गणना ध्येय गाठण्यासाठी एखाद्याने किती गुंतवणूक करावी हे ठरवण्यासाठी देखील केली जाऊ शकते. तुम्हाला खालीलप्रमाणे विशिष्ट ध्येय निवडावे लागेल आणि लक्ष्य कॅल्क्युलेटर वापरून तपशीलांचा अंदाज लावावा लागेल.
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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