+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 (%) 2025 (%) Information Ratio Sharpe Ratio DSP World Gold Fund Growth ₹57.7406
↓ -0.83 ₹1,828 1,000 500 16 -0.4 27.6 55.7 29.5 167.1 -1.01 1.25 DSP US Flexible Equity Fund Growth ₹92.8595
↓ -0.48 ₹1,270 1,000 500 -1.2 21.6 30.3 27.6 18.7 33.8 -0.07 1.42 Kotak Global Emerging Market Fund Growth ₹40.032
↑ 0.10 ₹1,730 5,000 1,000 -1.9 19.3 35.1 26.9 12.4 39.1 -0.83 1.39 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹94.6354
↑ 0.82 ₹5,955 5,000 500 2.2 22.2 16.5 24.1 10.5 11.4 -1.35 0.58 Franklin Asian Equity Fund Growth ₹45.1495
↑ 0.51 ₹996 5,000 500 -0.7 26.5 31.5 23.9 8.9 23.7 0 1.39 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26 Note: Ratio's shown as on 31 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund DSP US Flexible Equity Fund Kotak Global Emerging Market Fund Franklin India Feeder - Franklin U S Opportunities Fund Franklin Asian Equity Fund Point 1 Upper mid AUM (₹1,828 Cr). Bottom quartile AUM (₹1,270 Cr). Lower mid AUM (₹1,730 Cr). Highest AUM (₹5,955 Cr). Bottom quartile AUM (₹996 Cr). Point 2 Oldest track record among peers (19 yrs). Established history (14+ yrs). Established history (19+ yrs). Established history (14+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Rating: 5★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 29.51% (top quartile). 5Y return: 18.65% (upper mid). 5Y return: 12.44% (lower mid). 5Y return: 10.47% (bottom quartile). 5Y return: 8.86% (bottom quartile). Point 6 3Y return: 55.69% (top quartile). 3Y return: 27.55% (upper mid). 3Y return: 26.95% (lower mid). 3Y return: 24.11% (bottom quartile). 3Y return: 23.91% (bottom quartile). Point 7 1Y return: 27.61% (bottom quartile). 1Y return: 30.32% (lower mid). 1Y return: 35.12% (top quartile). 1Y return: 16.52% (bottom quartile). 1Y return: 31.45% (upper mid). Point 8 Alpha: 4.18 (top quartile). Alpha: -7.01 (bottom quartile). Alpha: -6.20 (bottom quartile). Alpha: -3.26 (lower mid). Alpha: 0.00 (upper mid). Point 9 Sharpe: 1.25 (bottom quartile). Sharpe: 1.42 (top quartile). Sharpe: 1.39 (lower mid). Sharpe: 0.58 (bottom quartile). Sharpe: 1.39 (upper mid). Point 10 Information ratio: -1.01 (bottom quartile). Information ratio: -0.07 (upper mid). Information ratio: -0.83 (lower mid). Information ratio: -1.35 (bottom quartile). Information ratio: 0.00 (top quartile). DSP World Gold Fund
DSP US Flexible Equity Fund
Kotak Global Emerging Market Fund
Franklin India Feeder - Franklin U S Opportunities Fund
Franklin Asian Equity Fund
सर्वोत्कृष्ट कर्ज निधी 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity 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 Sundaram Low Duration Fund Growth ₹28.8391
↑ 0.01 ₹550 1 10.2 11.8 5 4.19% 5M 18D 8M 1D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.4556
↑ 0.02 ₹1,600 1 4.4 11 12.1 13.4 8.03% 1Y 11M 16D 2Y 7M 17D DSP Credit Risk Fund Growth ₹55.2656
↑ 0.05 ₹310 0.8 9.7 10 15.8 21 8.21% 2Y 2M 26D 2Y 4M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 22 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Ultra Short Bond Fund - Super Institutional Plan Sundaram Short Term Debt Fund Sundaram Low Duration Fund Aditya Birla Sun Life Credit Risk Fund DSP Credit Risk Fund Point 1 Bottom quartile AUM (₹297 Cr). Lower mid AUM (₹362 Cr). Upper mid AUM (₹550 Cr). Highest AUM (₹1,600 Cr). Bottom quartile AUM (₹310 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (19+ yrs). Established history (11+ yrs). Established history (23+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Rating: 2★ (lower mid). Not Rated. Top rated. Point 4 Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 13.69% (top quartile). 1Y return: 12.83% (upper mid). 1Y return: 11.79% (lower mid). 1Y return: 11.01% (bottom quartile). 1Y return: 9.97% (bottom quartile). Point 6 1M return: 0.59% (top quartile). 1M return: 0.20% (lower mid). 1M return: 0.28% (upper mid). 1M return: 0.08% (bottom quartile). 1M return: 0.11% (bottom quartile). Point 7 Sharpe: 2.57 (top quartile). Sharpe: 0.98 (bottom quartile). Sharpe: 0.99 (lower mid). Sharpe: 1.89 (upper mid). Sharpe: 0.80 (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): 0.00% (bottom quartile). Yield to maturity (debt): 4.52% (lower mid). Yield to maturity (debt): 4.19% (bottom quartile). Yield to maturity (debt): 8.03% (upper mid). Yield to maturity (debt): 8.21% (top quartile). Point 10 Modified duration: 0.00 yrs (top quartile). Modified duration: 1.20 yrs (lower mid). Modified duration: 0.47 yrs (upper mid). Modified duration: 1.96 yrs (bottom quartile). Modified duration: 2.24 yrs (bottom quartile). Franklin India Ultra Short Bond Fund - Super Institutional Plan
Sundaram Short Term Debt Fund
Sundaram Low Duration Fund
Aditya Birla Sun Life Credit Risk Fund
DSP Credit Risk Fund
सर्वोत्कृष्ट हायब्रिड फंड 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.47
↑ 0.16 ₹2,051 1.8 17 11.4 14.9 13 -0.9 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 UTI Multi Asset Fund Growth ₹75.7519
↑ 0.26 ₹7,063 -3.7 3.2 0.9 13.4 11.4 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund UTI Multi Asset Fund Point 1 Lower mid AUM (₹1,954 Cr). Upper mid AUM (₹2,051 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Highest AUM (₹7,063 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (23+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Not Rated. Top rated. Rating: 1★ (lower mid). 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: 14.20% (top quartile). 5Y return: 12.95% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (bottom quartile). 5Y return: 11.40% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.88% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 13.41% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 11.35% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 0.89% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: -1.74% (lower mid). 1M return: 2.10% (top quartile). 1M return: -2.79% (bottom quartile). 1M return: -4.32% (bottom quartile). Point 9 Alpha: 5.81 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (top quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.71 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.30 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
UTI Multi Asset Fund
सर्वोत्कृष्ट गोल्ड म्युच्युअल फंड 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP World Gold Fund Growth ₹57.7406
↓ -0.83 ₹1,828 16 -0.4 27.6 55.7 29.5 167.1 ICICI Prudential Regular Gold Savings Fund Growth ₹45.2376
↑ 0.07 ₹7,149 0.8 0.9 25.5 35.7 24.3 72 SBI Gold Fund Growth ₹42.7979
↑ 0.02 ₹17,647 0.9 0.7 25 35.6 24.4 71.5 Nippon India Gold Savings Fund Growth ₹55.8933
↑ 0.07 ₹7,602 1 0.7 24.8 35.6 24.2 71.2 Aditya Birla Sun Life Gold Fund Growth ₹42.4957
↑ 0.06 ₹1,843 1.1 0.8 24.5 35.6 24.2 72 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund ICICI Prudential Regular Gold Savings Fund SBI Gold Fund Nippon India Gold Savings Fund Aditya Birla Sun Life Gold Fund Point 1 Bottom quartile AUM (₹1,828 Cr). Lower mid AUM (₹7,149 Cr). Highest AUM (₹17,647 Cr). Upper mid AUM (₹7,602 Cr). Bottom quartile AUM (₹1,843 Cr). Point 2 Oldest track record among peers (19 yrs). Established history (14+ yrs). Established history (15+ yrs). Established history (15+ yrs). Established history (14+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). 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: 29.51% (top quartile). 5Y return: 24.31% (lower mid). 5Y return: 24.43% (upper mid). 5Y return: 24.23% (bottom quartile). 5Y return: 24.22% (bottom quartile). Point 6 3Y return: 55.69% (top quartile). 3Y return: 35.71% (upper mid). 3Y return: 35.63% (lower mid). 3Y return: 35.59% (bottom quartile). 3Y return: 35.57% (bottom quartile). Point 7 1Y return: 27.61% (top quartile). 1Y return: 25.51% (upper mid). 1Y return: 25.04% (lower mid). 1Y return: 24.81% (bottom quartile). 1Y return: 24.53% (bottom quartile). Point 8 Alpha: 4.18 (top quartile). 1M return: -4.44% (lower mid). 1M return: -4.46% (bottom quartile). 1M return: -4.42% (top quartile). 1M return: -4.42% (upper mid). Point 9 Sharpe: 1.25 (bottom 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: -1.01 (bottom quartile). Sharpe: 1.30 (upper mid). Sharpe: 1.38 (top quartile). Sharpe: 1.27 (bottom quartile). Sharpe: 1.28 (lower mid). DSP World Gold Fund
ICICI Prudential Regular Gold Savings Fund
SBI Gold Fund
Nippon India Gold Savings Fund
Aditya Birla Sun Life 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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