ਸਰਬੋਤਮ ਐਡਲਵਾਈਸ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022

Updated on July 29, 2026 , 5268 views

ਐਡਲਵਾਈਸ SIP ਦਾ ਇੱਕ ਕੁਸ਼ਲ ਤਰੀਕਾ ਹੈਨਿਵੇਸ਼ ਇੱਕ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮ ਵਿੱਚ. ਇੱਕ SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਏ ਵਾਂਗ ਕੰਮ ਕਰਦਾ ਹੈਆਵਰਤੀ ਡਿਪਾਜ਼ਿਟ (RD), ਜਿਸ ਵਿੱਚ ਤੁਹਾਨੂੰ ਮਹੀਨਾਵਾਰ ਥੋੜ੍ਹੀ ਜਿਹੀ ਰਕਮ ਜਮ੍ਹਾ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।

SIP ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਯੋਜਨਾ ਹੈ, ਖਾਸ ਕਰਕੇ ਜਦੋਂ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋਇਕੁਇਟੀ ਫੰਡ. ਇਸਦੇ ਵਿਵਸਥਿਤ ਨਿਵੇਸ਼ ਦੇ ਕਾਰਨ, ਇਹ ਇਕੁਇਟੀ ਨਿਵੇਸ਼ ਦੀਆਂ ਕਮੀਆਂ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਦਾ ਹੈ।

ਇਹ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਸਥਿਰ ਰਿਟਰਨ ਨੂੰ ਯਕੀਨੀ ਬਣਾਉਂਦਾ ਹੈ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਨਿਵੇਸ਼ਕ ਵੀ ਆਪਣੀ ਪੂਰਤੀ ਕਰ ਸਕਦੇ ਹਨਵਿੱਤੀ ਟੀਚੇ ਇੱਕ SIP ਨਾਲ.

ਐਡਲਵਾਈਸ ਐਸਆਈਪੀ ਫੰਡਾਂ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?

ਤੁਸੀਂ ਆਪਣੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹੋਸੇਵਾਮੁਕਤੀ, ਵਿਆਹ, ਜੇਕਰ ਤੁਸੀਂ ਐਡਲਵਾਈਸ SIP ਫੰਡਾਂ ਨਾਲ ਯੋਜਨਾਬੱਧ ਢੰਗ ਨਾਲ ਘਰ ਜਾਂ ਕਾਰ ਆਦਿ ਖਰੀਦਣਾ ਚਾਹੁੰਦੇ ਹੋ। SIP ਦੇ ਕੁਝ ਪ੍ਰਮੁੱਖ ਫਾਇਦੇ ਹਨ:

ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ
ਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ
ਸਮੇਂ ਦੀ ਲੋੜ ਨਹੀਂ ਹੈਬਜ਼ਾਰ
ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ
ਕਿਫਾਇਤੀ ਅਤੇ ਲਚਕਦਾਰ

ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਜੋ ਚਾਹਵਾਨ ਹਨਇੱਕ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ, ਇੱਥੇ ਸਭ ਤੋਂ ਵਧੀਆ ਐਡਲਵਾਈਸ SIP ਹਨਮਿਉਚੁਅਲ ਫੰਡ 2022 ਲਈ। ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਵੱਖ-ਵੱਖ ਮਾਪਦੰਡਾਂ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ., ਪਿਛਲੀਆਂ ਕਾਰਗੁਜ਼ਾਰੀਆਂ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਗਿਆ ਹੈ।

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ਇਕੁਇਟੀਜ਼ ਲਈ ਐਡਲਵਾਈਸ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਵਧੀਆ SIP ਫੰਡ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth	₹26.7341 ↑ 0.45	₹259	1,000	0.6	12	50.9	22.8	9.7	41.1
Edelweiss Mid Cap Fund Growth	₹108.69 ↑ 0.44	₹17,748	500	5.6	6.5	9.2	21.6	18	3.8
Edelweiss ASEAN Equity Off-shore Fund Growth	₹37.584 ↓ -0.10	₹150	1,000	7.8	8.8	24.9	14.2	11.1	17.6
Edelweiss Large and Mid Cap Fund Growth	₹90.243 ↑ 0.43	₹4,683	1,000	3.9	2.6	5.5	14.2	12.9	4.1
Edelweiss Multi Cap Fund Growth	₹39.162 ↑ 0.20	₹3,484	1,000	3.5	0.3	4.6	14	12.8	5.4
Edelweiss Long Term Equity Fund Growth	₹116.26 ↑ 0.78	₹443	500	4.3	2.8	7.2	12.8	11.9	6.7
Edelweiss Large Cap Fund Growth	₹84.21 ↑ 0.45	₹1,434	100	3.7	-0.8	1.9	9.7	10.7	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Edelweiss Emerging Markets Opportunities Equity Off-shore Fund	Edelweiss Mid Cap Fund	Edelweiss ASEAN Equity Off-shore Fund	Edelweiss Large and Mid Cap Fund	Edelweiss Multi Cap Fund	Edelweiss Long Term Equity Fund	Edelweiss Large Cap Fund
Point 1	Bottom quartile AUM (₹259 Cr).	Highest AUM (₹17,748 Cr).	Bottom quartile AUM (₹150 Cr).	Upper mid AUM (₹4,683 Cr).	Upper mid AUM (₹3,484 Cr).	Lower mid AUM (₹443 Cr).	Lower mid AUM (₹1,434 Cr).
Point 2	Established history (12+ yrs).	Established history (18+ yrs).	Established history (15+ yrs).	Oldest track record among peers (19 yrs).	Established history (11+ yrs).	Established history (17+ yrs).	Established history (17+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Top rated.	Not Rated.	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 9.67% (bottom quartile).	5Y return: 17.97% (top quartile).	5Y return: 11.13% (lower mid).	5Y return: 12.91% (upper mid).	5Y return: 12.80% (upper mid).	5Y return: 11.92% (lower mid).	5Y return: 10.75% (bottom quartile).
Point 6	3Y return: 22.75% (top quartile).	3Y return: 21.55% (upper mid).	3Y return: 14.23% (upper mid).	3Y return: 14.16% (lower mid).	3Y return: 13.95% (lower mid).	3Y return: 12.78% (bottom quartile).	3Y return: 9.71% (bottom quartile).
Point 7	1Y return: 50.92% (top quartile).	1Y return: 9.21% (upper mid).	1Y return: 24.88% (upper mid).	1Y return: 5.54% (lower mid).	1Y return: 4.60% (bottom quartile).	1Y return: 7.17% (lower mid).	1Y return: 1.86% (bottom quartile).
Point 8	Alpha: 6.30 (top quartile).	Alpha: -1.09 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: -0.50 (lower mid).	Alpha: 0.13 (upper mid).	Alpha: 1.85 (upper mid).	Alpha: -1.33 (bottom quartile).
Point 9	Sharpe: 2.20 (top quartile).	Sharpe: -0.04 (upper mid).	Sharpe: 1.64 (upper mid).	Sharpe: -0.23 (lower mid).	Sharpe: -0.31 (bottom quartile).	Sharpe: -0.22 (lower mid).	Sharpe: -0.55 (bottom quartile).
Point 10	Information ratio: -0.41 (bottom quartile).	Information ratio: 0.48 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.13 (lower mid).	Information ratio: 0.49 (top quartile).	Information ratio: 0.06 (upper mid).	Information ratio: -0.30 (bottom quartile).

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Bottom quartile AUM (₹259 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 9.67% (bottom quartile).
3Y return: 22.75% (top quartile).
1Y return: 50.92% (top quartile).
Alpha: 6.30 (top quartile).
Sharpe: 2.20 (top quartile).
Information ratio: -0.41 (bottom quartile).

Edelweiss Mid Cap Fund

Highest AUM (₹17,748 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 17.97% (top quartile).
3Y return: 21.55% (upper mid).
1Y return: 9.21% (upper mid).
Alpha: -1.09 (bottom quartile).
Sharpe: -0.04 (upper mid).
Information ratio: 0.48 (upper mid).

Edelweiss ASEAN Equity Off-shore Fund

Bottom quartile AUM (₹150 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 11.13% (lower mid).
3Y return: 14.23% (upper mid).
1Y return: 24.88% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.64 (upper mid).
Information ratio: 0.00 (lower mid).

Edelweiss Large and Mid Cap Fund

Upper mid AUM (₹4,683 Cr).
Oldest track record among peers (19 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.91% (upper mid).
3Y return: 14.16% (lower mid).
1Y return: 5.54% (lower mid).
Alpha: -0.50 (lower mid).
Sharpe: -0.23 (lower mid).
Information ratio: -0.13 (lower mid).

Edelweiss Multi Cap Fund

Upper mid AUM (₹3,484 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 12.80% (upper mid).
3Y return: 13.95% (lower mid).
1Y return: 4.60% (bottom quartile).
Alpha: 0.13 (upper mid).
Sharpe: -0.31 (bottom quartile).
Information ratio: 0.49 (top quartile).

Edelweiss Long Term Equity Fund

Lower mid AUM (₹443 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.92% (lower mid).
3Y return: 12.78% (bottom quartile).
1Y return: 7.17% (lower mid).
Alpha: 1.85 (upper mid).
Sharpe: -0.22 (lower mid).
Information ratio: 0.06 (upper mid).

Edelweiss Large Cap Fund

Lower mid AUM (₹1,434 Cr).
Established history (17+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.75% (bottom quartile).
3Y return: 9.71% (bottom quartile).
1Y return: 1.86% (bottom quartile).
Alpha: -1.33 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.30 (bottom quartile).

1. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies

Research Highlights for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Bottom quartile AUM (₹259 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 9.67% (bottom quartile).
3Y return: 22.75% (top quartile).
1Y return: 50.92% (top quartile).
Alpha: 6.30 (top quartile).
Sharpe: 2.20 (top quartile).
Information ratio: -0.41 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding JPM Emerging Mkts Opps I acc USD (~96.2%).
Top-3 holdings concentration ~100.5%.

Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth
Launch Date	7 Jul 14
NAV (30 Jul 26)	₹26.7341 ↑ 0.45 (1.70 %)
Net Assets (Cr)	₹259 on 30 Jun 26
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.04
Sharpe Ratio	2.2
Information Ratio	-0.41
Alpha Ratio	6.3
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹7,821
31 Jul 23	₹8,604
31 Jul 24	₹9,029
31 Jul 25	₹10,507

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 26

Duration	Returns
1 Month	-7.1%
3 Month	0.6%
6 Month	12%
1 Year	50.9%
3 Year	22.8%
5 Year	9.7%
10 Year
15 Year
Since launch	8.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	41.1%
2024	5.9%
2023	5.5%
2022	-16.8%
2021	-5.9%
2020	21.7%
2019	25.1%
2018	-7.2%
2017	30%
2016	9.8%

Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Name	Since	Tenure
Bhavesh Jain	9 Apr 18	8.23 Yr.
Bharat Lahoti	1 Oct 21	4.75 Yr.

Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	35.88%
Financial Services	20.6%
Consumer Cyclical	10.01%
Communication Services	7.79%
Industrials	5.82%
Energy	5.13%
Basic Materials	2.8%
Consumer Defensive	1.98%
Utility	1.27%
Health Care	0.52%

Asset Allocation

Asset Class	Value
Cash	6.04%
Equity	93.14%
Debt	0.01%
Other	0.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Emerging Mkts Opps I acc USD Investment Fund \| -	96%	₹241 Cr	102,137 ↑ 3,897
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	4%	₹10 Cr
Net Receivables/(Payables) CBLO \| -	0%	-₹1 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

2. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Mid Cap Fund

Highest AUM (₹17,748 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 17.97% (top quartile).
3Y return: 21.55% (upper mid).
1Y return: 9.21% (upper mid).
Alpha: -1.09 (bottom quartile).
Sharpe: -0.04 (upper mid).
Information ratio: 0.48 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Multi Commodity Exchange of India Ltd (~3.0%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (31 Jul 26)	₹108.69 ↑ 0.44 (0.41 %)
Net Assets (Cr)	₹17,748 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.04
Information Ratio	0.48
Alpha Ratio	-1.09
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,533
31 Jul 23	₹12,719
31 Jul 24	₹20,245
31 Jul 25	₹20,918

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 26

Duration	Returns
1 Month	1.4%
3 Month	5.6%
6 Month	6.5%
1 Year	9.2%
3 Year	21.6%
5 Year	18%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.8%
2024	38.9%
2023	38.4%
2022	2.4%
2021	50.3%
2020	26.4%
2019	5.2%
2018	-15.7%
2017	52.3%
2016	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.71 Yr.
Trideep Bhattacharya	1 Oct 21	4.75 Yr.
Raj Koradia	1 Aug 24	1.91 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	27.76%
Industrials	16.13%
Consumer Cyclical	11.71%
Basic Materials	10.96%
Health Care	8.98%
Technology	5.53%
Consumer Defensive	4.76%
Utility	3.24%
Communication Services	3.08%
Real Estate	2.12%
Energy	1.79%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹511 Cr	1,730,477 ↑ 43,058
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹496 Cr	1,196,328 ↑ 36,706
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹488 Cr	16,902,169 ↑ 912,401
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹376 Cr	4,052,573 ↑ 470,404
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹374 Cr	4,556,846 ↑ 139,814
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹361 Cr	197,647 ↑ 6,064
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Mar 26 \| BHEL	2%	₹337 Cr	8,077,656 ↑ 247,841
JSW Energy Ltd (Utilities) Equity, Since 30 Apr 26 \| JSWENERGY	2%	₹321 Cr	5,395,645 ↑ 2,490,497
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹278 Cr	3,338,157 ↑ 102,422
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹275 Cr	1,937,427

3. Edelweiss ASEAN Equity Off-shore Fund

The primary investment objective of the Scheme is to provide long term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund which invests primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized.

Research Highlights for Edelweiss ASEAN Equity Off-shore Fund

Bottom quartile AUM (₹150 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 11.13% (lower mid).
3Y return: 14.23% (upper mid).
1Y return: 24.88% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.64 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding JPM ASEAN Equity I acc USD (~98.0%).
Top-3 holdings concentration ~100.3%.

Below is the key information for Edelweiss ASEAN Equity Off-shore Fund

Edelweiss ASEAN Equity Off-shore Fund Growth
Launch Date	1 Jul 11
NAV (30 Jul 26)	₹37.584 ↓ -0.10 (-0.26 %)
Net Assets (Cr)	₹150 on 30 Jun 26
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.42
Sharpe Ratio	1.64
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,100
31 Jul 23	₹11,438
31 Jul 24	₹11,479
31 Jul 25	₹13,454

Edelweiss ASEAN Equity Off-shore Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Edelweiss ASEAN Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 26

Duration	Returns
1 Month	6.2%
3 Month	7.8%
6 Month	8.8%
1 Year	24.9%
3 Year	14.2%
5 Year	11.1%
10 Year
15 Year
Since launch	9.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	17.6%
2024	14.5%
2023	-1.4%
2022	4.8%
2021	6.3%
2020	2.3%
2019	12%
2018	-2.1%
2017	21.9%
2016	9.6%

Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund

Name	Since	Tenure
Bhavesh Jain	27 Sep 19	6.76 Yr.
Bharat Lahoti	1 Oct 21	4.75 Yr.

Data below for Edelweiss ASEAN Equity Off-shore Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	39.62%
Industrials	23.47%
Communication Services	7.09%
Consumer Cyclical	6.1%
Technology	4.79%
Basic Materials	4.7%
Utility	2.99%
Real Estate	2.95%
Health Care	2.48%
Consumer Defensive	1.38%
Energy	0.82%

Asset Allocation

Asset Class	Value
Cash	3.6%
Equity	96.4%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM ASEAN Equity I acc USD Investment Fund \| -	98%	₹148 Cr	68,777
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	2%	₹3 Cr
Net Receivables/(Payables) CBLO \| -	0%	₹0 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

4. Edelweiss Large and Mid Cap Fund

(Erstwhile Edelweiss Equity Opportunities Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. However, there is no assurance that the investment objective of the scheme will be realised.

Research Highlights for Edelweiss Large and Mid Cap Fund

Upper mid AUM (₹4,683 Cr).
Oldest track record among peers (19 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.91% (upper mid).
3Y return: 14.16% (lower mid).
1Y return: 5.54% (lower mid).
Alpha: -0.50 (lower mid).
Sharpe: -0.23 (lower mid).
Information ratio: -0.13 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~4.6%).

Below is the key information for Edelweiss Large and Mid Cap Fund

Edelweiss Large and Mid Cap Fund Growth
Launch Date	14 Jun 07
NAV (31 Jul 26)	₹90.243 ↑ 0.43 (0.48 %)
Net Assets (Cr)	₹4,683 on 30 Jun 26
Category	Equity - Large & Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.23
Information Ratio	-0.13
Alpha Ratio	-0.5
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,500
31 Jul 23	₹12,334
31 Jul 24	₹17,531
31 Jul 25	₹17,388

Edelweiss Large and Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Edelweiss Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 26

Duration	Returns
1 Month	1.7%
3 Month	3.9%
6 Month	2.6%
1 Year	5.5%
3 Year	14.2%
5 Year	12.9%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.1%
2024	24.5%
2023	29.7%
2022	1.3%
2021	37%
2020	17%
2019	11.1%
2018	-3.3%
2017	38.1%
2016	0.5%

Fund Manager information for Edelweiss Large and Mid Cap Fund

Name	Since	Tenure
Sumanta Khan	1 Apr 24	2.25 Yr.
Trideep Bhattacharya	1 Oct 21	4.75 Yr.
Raj Koradia	1 Aug 24	1.91 Yr.

Data below for Edelweiss Large and Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	30.49%
Industrials	15.31%
Consumer Cyclical	15.11%
Basic Materials	11.48%
Technology	8.04%
Health Care	6.19%
Communication Services	3.28%
Energy	2.42%
Utility	2.36%
Real Estate	1.69%
Consumer Defensive	1%

Asset Allocation

Asset Class	Value
Cash	2.64%
Equity	97.36%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 07 \| HDFCBANK	5%	₹209 Cr	2,804,559
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 24 \| BHEL	3%	₹119 Cr	2,845,450
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	2%	₹96 Cr	236,403
State Bank of India (Financial Services) Equity, Since 31 Aug 18 \| SBIN	2%	₹94 Cr	978,280
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 22 \| FEDERALBNK	2%	₹87 Cr	3,007,074 ↓ -631,698
Cummins India Ltd (Industrials) Equity, Since 31 Dec 20 \| CUMMINSIND	2%	₹84 Cr	143,278
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	2%	₹84 Cr	457,817
Ather Energy Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| ATHERENERG	2%	₹78 Cr	806,725
Phoenix Mills Ltd (Real Estate) Equity, Since 28 Feb 19 \| PHOENIXLTD	2%	₹77 Cr	434,783
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 09 \| ICICIBANK	2%	₹76 Cr	607,905

5. Edelweiss Multi Cap Fund

(Erstwhile Edelweiss Economic Resurgence Fund )

The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Multi Cap Fund

Upper mid AUM (₹3,484 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 12.80% (upper mid).
3Y return: 13.95% (lower mid).
1Y return: 4.60% (bottom quartile).
Alpha: 0.13 (upper mid).
Sharpe: -0.31 (bottom quartile).
Information ratio: 0.49 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~5.5%).

Below is the key information for Edelweiss Multi Cap Fund

Edelweiss Multi Cap Fund Growth
Launch Date	3 Feb 15
NAV (31 Jul 26)	₹39.162 ↑ 0.20 (0.51 %)
Net Assets (Cr)	₹3,484 on 30 Jun 26
Category	Equity - Multi Cap
AMC	Edelweiss Asset Management Limited
Rating	Not Rated
Risk	High
Expense Ratio	1.98
Sharpe Ratio	-0.31
Information Ratio	0.49
Alpha Ratio	0.13
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,439
31 Jul 23	₹12,343
31 Jul 24	₹17,906
31 Jul 25	₹17,461

Edelweiss Multi Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Edelweiss Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 26

Duration	Returns
1 Month	2.2%
3 Month	3.5%
6 Month	0.3%
1 Year	4.6%
3 Year	14%
5 Year	12.8%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	5.4%
2024	25.4%
2023	29.3%
2022	0.7%
2021	34.7%
2020	14.4%
2019	8.4%
2018	-4.9%
2017	47.4%
2016	0.4%

Fund Manager information for Edelweiss Multi Cap Fund

Name	Since	Tenure
Ashwani Agarwalla	15 Jun 22	4.04 Yr.
Trideep Bhattacharya	1 Oct 21	4.75 Yr.
Raj Koradia	1 Aug 24	1.91 Yr.

Data below for Edelweiss Multi Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	34.33%
Industrials	12.96%
Consumer Cyclical	11.36%
Basic Materials	8.09%
Health Care	7.32%
Consumer Defensive	5.85%
Technology	5.22%
Energy	4.45%
Utility	3.88%
Communication Services	1.82%
Real Estate	1.22%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.66%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| ICICIBANK	5%	₹184 Cr	1,467,725 ↑ 218,094
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| HDFCBANK	5%	₹184 Cr	2,468,392 ↑ 220,106
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 15 \| LT	4%	₹136 Cr	333,866
NTPC Ltd (Utilities) Equity, Since 31 Oct 22 \| NTPC	3%	₹113 Cr	2,929,666
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 17 \| RELIANCE	3%	₹105 Cr	794,855
Tata Steel Ltd (Basic Materials) Equity, Since 31 May 25 \| TATASTEEL	3%	₹84 Cr	4,061,862
State Bank of India (Financial Services) Equity, Since 31 Aug 18 \| SBIN	2%	₹82 Cr	853,127 ↓ -97,399
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Jun 24 \| MCX	2%	₹72 Cr	244,224 ↓ -2,989
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 May 19 \| ULTRACEMCO	2%	₹63 Cr	55,082
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	2%	₹61 Cr	334,830

6. Edelweiss Long Term Equity Fund

(Erstwhile Edelweiss ELSS Fund)

The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments.

Research Highlights for Edelweiss Long Term Equity Fund

Lower mid AUM (₹443 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.92% (lower mid).
3Y return: 12.78% (bottom quartile).
1Y return: 7.17% (lower mid).
Alpha: 1.85 (upper mid).
Sharpe: -0.22 (lower mid).
Information ratio: 0.06 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Reliance Industries Ltd (~4.7%).

Below is the key information for Edelweiss Long Term Equity Fund

Edelweiss Long Term Equity Fund Growth
Launch Date	30 Dec 08
NAV (31 Jul 26)	₹116.26 ↑ 0.78 (0.68 %)
Net Assets (Cr)	₹443 on 30 Jun 26
Category	Equity - ELSS
AMC	Edelweiss Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.34
Sharpe Ratio	-0.22
Information Ratio	0.06
Alpha Ratio	1.85
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,393
31 Jul 23	₹12,238
31 Jul 24	₹16,735
31 Jul 25	₹16,382

Edelweiss Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Edelweiss Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 26

Duration	Returns
1 Month	2.8%
3 Month	4.3%
6 Month	2.8%
1 Year	7.2%
3 Year	12.8%
5 Year	11.9%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.7%
2024	20%
2023	26.8%
2022	-0.1%
2021	30.4%
2020	13.7%
2019	9.2%
2018	-9.1%
2017	37.7%
2016	-1.1%

Fund Manager information for Edelweiss Long Term Equity Fund

Name	Since	Tenure
Ashwani Agarwalla	1 Aug 23	2.92 Yr.
Trideep Bhattacharya	1 Aug 23	2.92 Yr.
Raj Koradia	1 Aug 24	1.91 Yr.

Data below for Edelweiss Long Term Equity Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	35.37%
Consumer Cyclical	11.42%
Industrials	9.92%
Technology	9.15%
Energy	7.08%
Health Care	6.65%
Basic Materials	6.48%
Consumer Defensive	3.89%
Communication Services	3.52%
Utility	3.27%
Real Estate	1.02%

Asset Allocation

Asset Class	Value
Cash	2.23%
Equity	97.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 15 \| RELIANCE	5%	₹20 Cr	154,769
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 10 \| HDFCBANK	4%	₹19 Cr	249,864
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	4%	₹15 Cr	84,003
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹14 Cr	34,841
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 15 \| LT	3%	₹14 Cr	33,431
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 17 \| ICICIBANK	3%	₹13 Cr	102,311
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Aug 24 \| MCX	3%	₹13 Cr	42,695
State Bank of India (Financial Services) Equity, Since 31 May 18 \| SBIN	2%	₹11 Cr	111,376
Muthoot Finance Ltd (Financial Services) Equity, Since 31 Dec 24 \| MUTHOOTFIN	2%	₹10 Cr	28,474
NTPC Ltd (Utilities) Equity, Since 31 Oct 22 \| NTPC	2%	₹9 Cr	243,851

7. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Research Highlights for Edelweiss Large Cap Fund

Lower mid AUM (₹1,434 Cr).
Established history (17+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.75% (bottom quartile).
3Y return: 9.71% (bottom quartile).
1Y return: 1.86% (bottom quartile).
Alpha: -1.33 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.30 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~7.0%).

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund Growth
Launch Date	20 May 09
NAV (31 Jul 26)	₹84.21 ↑ 0.45 (0.54 %)
Net Assets (Cr)	₹1,434 on 30 Jun 26
Category	Equity - Large Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.19
Sharpe Ratio	-0.55
Information Ratio	-0.3
Alpha Ratio	-1.33
Min Investment	1,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,512
31 Jul 23	₹12,615
31 Jul 24	₹16,876
31 Jul 25	₹16,354

Edelweiss Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 26

Duration	Returns
1 Month	2.9%
3 Month	3.7%
6 Month	-0.8%
1 Year	1.9%
3 Year	9.7%
5 Year	10.7%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	7.2%
2024	14.6%
2023	25.7%
2022	3.4%
2021	23.4%
2020	17.3%
2019	11.5%
2018	1.7%
2017	33.8%
2016	0.4%

Fund Manager information for Edelweiss Large Cap Fund

Name	Since	Tenure
Bhavesh Jain	2 May 17	9.17 Yr.
Bharat Lahoti	1 Oct 21	4.75 Yr.

Data below for Edelweiss Large Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	30.52%
Consumer Cyclical	12.38%
Industrials	11.13%
Health Care	9.99%
Energy	7.69%
Basic Materials	6.04%
Consumer Defensive	5.46%
Communication Services	5.37%
Technology	4.61%
Utility	3.54%

Asset Allocation

Asset Class	Value
Cash	1.21%
Equity	98.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| HDFCBANK	7%	₹99 Cr	1,330,267 ↑ 67,435
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 18 \| ICICIBANK	7%	₹97 Cr	769,695 ↑ 60,072
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 10 \| RELIANCE	6%	₹81 Cr	613,611 ↑ 29,405
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 10 \| LT	5%	₹65 Cr	160,407
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 20 \| BHARTIARTL	4%	₹52 Cr	283,539
State Bank of India (Financial Services) Equity, Since 31 Dec 14 \| SBIN	3%	₹47 Cr	489,173
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Aug 21 \| BAJFINANCE	3%	₹44 Cr	489,513
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| AXISBANK	3%	₹40 Cr	310,696 ↑ 40,696
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹36 Cr	118,737 ↓ -21,263
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| TITAN	2%	₹34 Cr	84,212

SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?

ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਤੁਹਾਡਾ ਕਿਵੇਂSIP ਨਿਵੇਸ਼ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।

SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ

SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!

ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-

ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000

ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ

ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000

ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%

ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ

ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)

ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!

ਐਡਲਵਾਈਸ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?

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ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।