ਸਰਬੋਤਮ ਐਡਲਵਾਈਸ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022

Updated on September 29, 2026 , 5419 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 (%)	2024 (%)
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth	₹28.2576 ↑ 0.01	₹275	1,000	-1.8	22.7	42.9	28.7	11.3	41.1
Edelweiss Mid Cap Fund Growth	₹102.822 ↓ -0.95	₹19,891	500	-4.3	9.9	3.2	17.4	15.6	3.8
Edelweiss ASEAN Equity Off-shore Fund Growth	₹37.175 ↓ -0.30	₹165	1,000	5.1	10.2	19.1	16.3	9.9	17.6
Edelweiss Multi Cap Fund Growth	₹36.653 ↓ -0.34	₹3,722	1,000	-4.8	4.2	-3.2	11.2	10	5.4
Edelweiss Large and Mid Cap Fund Growth	₹85.23 ↓ -0.68	₹4,942	1,000	-4.3	6.1	-0.3	11.2	10.3	4.1
Edelweiss Long Term Equity Fund Growth	₹108.55 ↓ -0.88	₹462	500	-4.4	5.6	-0.6	10.2	9.2	6.7
Edelweiss Large Cap Fund Growth	₹79.14 ↓ -0.49	₹1,434	100	-3.5	3.1	-5.2	7.3	7.6	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 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 Multi Cap Fund	Edelweiss Large and Mid Cap Fund	Edelweiss Long Term Equity Fund	Edelweiss Large Cap Fund
Point 1	Bottom quartile AUM (₹275 Cr).	Highest AUM (₹19,891 Cr).	Bottom quartile AUM (₹165 Cr).	Upper mid AUM (₹3,722 Cr).	Upper mid AUM (₹4,942 Cr).	Lower mid AUM (₹462 Cr).	Lower mid AUM (₹1,434 Cr).
Point 2	Established history (12+ yrs).	Established history (18+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Oldest track record among peers (19 yrs).	Established history (17+ yrs).	Established history (17+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Not Rated.	Top rated.	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 11.26% (upper mid).	5Y return: 15.64% (top quartile).	5Y return: 9.87% (lower mid).	5Y return: 10.00% (lower mid).	5Y return: 10.34% (upper mid).	5Y return: 9.17% (bottom quartile).	5Y return: 7.65% (bottom quartile).
Point 6	3Y return: 28.73% (top quartile).	3Y return: 17.45% (upper mid).	3Y return: 16.34% (upper mid).	3Y return: 11.22% (lower mid).	3Y return: 11.17% (lower mid).	3Y return: 10.20% (bottom quartile).	3Y return: 7.33% (bottom quartile).
Point 7	1Y return: 42.92% (top quartile).	1Y return: 3.21% (upper mid).	1Y return: 19.13% (upper mid).	1Y return: -3.16% (bottom quartile).	1Y return: -0.27% (lower mid).	1Y return: -0.61% (lower mid).	1Y return: -5.16% (bottom quartile).
Point 8	Alpha: 4.19 (upper mid).	Alpha: -0.37 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 1.32 (lower mid).	Alpha: 1.98 (upper mid).	Alpha: 4.87 (top quartile).	Alpha: 0.68 (lower mid).
Point 9	Sharpe: 1.80 (top quartile).	Sharpe: 0.47 (upper mid).	Sharpe: 1.61 (upper mid).	Sharpe: 0.15 (bottom quartile).	Sharpe: 0.33 (lower mid).	Sharpe: 0.36 (lower mid).	Sharpe: -0.09 (bottom quartile).
Point 10	Information ratio: -0.37 (bottom quartile).	Information ratio: 0.78 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.74 (upper mid).	Information ratio: 0.10 (lower mid).	Information ratio: 0.48 (upper mid).	Information ratio: -0.19 (bottom quartile).

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Bottom quartile AUM (₹275 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 11.26% (upper mid).
3Y return: 28.73% (top quartile).
1Y return: 42.92% (top quartile).
Alpha: 4.19 (upper mid).
Sharpe: 1.80 (top quartile).
Information ratio: -0.37 (bottom quartile).

Edelweiss Mid Cap Fund

Highest AUM (₹19,891 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 15.64% (top quartile).
3Y return: 17.45% (upper mid).
1Y return: 3.21% (upper mid).
Alpha: -0.37 (bottom quartile).
Sharpe: 0.47 (upper mid).
Information ratio: 0.78 (top quartile).

Edelweiss ASEAN Equity Off-shore Fund

Bottom quartile AUM (₹165 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 9.87% (lower mid).
3Y return: 16.34% (upper mid).
1Y return: 19.13% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.61 (upper mid).
Information ratio: 0.00 (lower mid).

Edelweiss Multi Cap Fund

Upper mid AUM (₹3,722 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 10.00% (lower mid).
3Y return: 11.22% (lower mid).
1Y return: -3.16% (bottom quartile).
Alpha: 1.32 (lower mid).
Sharpe: 0.15 (bottom quartile).
Information ratio: 0.74 (upper mid).

Edelweiss Large and Mid Cap Fund

Upper mid AUM (₹4,942 Cr).
Oldest track record among peers (19 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.34% (upper mid).
3Y return: 11.17% (lower mid).
1Y return: -0.27% (lower mid).
Alpha: 1.98 (upper mid).
Sharpe: 0.33 (lower mid).
Information ratio: 0.10 (lower mid).

Edelweiss Long Term Equity Fund

Lower mid AUM (₹462 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.17% (bottom quartile).
3Y return: 10.20% (bottom quartile).
1Y return: -0.61% (lower mid).
Alpha: 4.87 (top quartile).
Sharpe: 0.36 (lower mid).
Information ratio: 0.48 (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: 7.65% (bottom quartile).
3Y return: 7.33% (bottom quartile).
1Y return: -5.16% (bottom quartile).
Alpha: 0.68 (lower mid).
Sharpe: -0.09 (bottom quartile).
Information ratio: -0.19 (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 (₹275 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 11.26% (upper mid).
3Y return: 28.73% (top quartile).
1Y return: 42.92% (top quartile).
Alpha: 4.19 (upper mid).
Sharpe: 1.80 (top quartile).
Information ratio: -0.37 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding JPM Emerging Mkts Opps I acc USD (~96.0%).
Top-3 holdings concentration ~100.3%.

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 Sep 26)	₹28.2576 ↑ 0.01 (0.04 %)
Net Assets (Cr)	₹275 on 31 Aug 26
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.44
Sharpe Ratio	1.8
Information Ratio	-0.37
Alpha Ratio	4.19
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
30 Sep 21	₹10,000
30 Sep 22	₹7,237
30 Sep 23	₹7,991
30 Sep 24	₹9,608
30 Sep 25	₹11,929
30 Sep 26	₹17,049

Edelweiss Emerging Markets Opportunities 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 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 Sep 26

Duration	Returns
1 Month	-0.4%
3 Month	-1.8%
6 Month	22.7%
1 Year	42.9%
3 Year	28.7%
5 Year	11.3%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	41.1%
2023	5.9%
2022	5.5%
2021	-16.8%
2020	-5.9%
2019	21.7%
2018	25.1%
2017	-7.2%
2016	30%
2015	9.8%

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

Name	Since	Tenure
Bhavesh Jain	9 Apr 18	8.4 Yr.
Bharat Lahoti	1 Oct 21	4.92 Yr.

Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Technology	36.75%
Financial Services	23.82%
Consumer Cyclical	9.38%
Communication Services	6.79%
Industrials	6.01%
Energy	3.77%
Basic Materials	2.33%
Consumer Defensive	2.2%
Utility	2%
Health Care	0.51%

Asset Allocation

Asset Class	Value
Cash	5.17%
Equity	94.83%
Debt	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM Emerging Mkts Opps I acc USD Investment Fund \| -	96%	₹264 Cr	114,732 ↑ 2,676
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	4%	₹11 Cr
Net Receivables/(Payables) CBLO \| -	0%	₹0 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 (₹19,891 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 15.64% (top quartile).
3Y return: 17.45% (upper mid).
1Y return: 3.21% (upper mid).
Alpha: -0.37 (bottom quartile).
Sharpe: 0.47 (upper mid).
Information ratio: 0.78 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding The Federal Bank Ltd (~3.7%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (01 Oct 26)	₹102.822 ↓ -0.95 (-0.91 %)
Net Assets (Cr)	₹19,891 on 31 Aug 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.68
Sharpe Ratio	0.47
Information Ratio	0.78
Alpha Ratio	-0.37
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
30 Sep 21	₹10,000
30 Sep 22	₹10,510
30 Sep 23	₹12,753
30 Sep 24	₹20,437
30 Sep 25	₹19,854
30 Sep 26	₹20,850

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 Sep 26

Duration	Returns
1 Month	-6.7%
3 Month	-4.3%
6 Month	9.9%
1 Year	3.2%
3 Year	17.4%
5 Year	15.6%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.8%
2023	38.9%
2022	38.4%
2021	2.4%
2020	50.3%
2019	26.4%
2018	5.2%
2017	-15.7%
2016	52.3%
2015	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.88 Yr.
Trideep Bhattacharya	1 Oct 21	4.92 Yr.
Mehul Dalmia	3 Aug 26	0.08 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	27.43%
Consumer Cyclical	14.68%
Industrials	12.88%
Health Care	9.41%
Basic Materials	9.32%
Technology	7.72%
Consumer Defensive	4.18%
Real Estate	3.9%
Communication Services	2.54%
Utility	1.8%
Energy	1.44%

Asset Allocation

Asset Class	Value
Cash	4.69%
Equity	95.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	4%	₹743 Cr	20,823,817
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹534 Cr	1,571,687
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹433 Cr	2,179,829
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹410 Cr	203,930
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹406 Cr	724,918
City Union Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| CUB	2%	₹393 Cr	17,152,756 ↑ 2,030,511
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹393 Cr	1,196,328
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹386 Cr	4,701,724
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹379 Cr	4,181,418
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Jun 24 \| 524494	2%	₹362 Cr	1,833,465

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 (₹165 Cr).
Established history (15+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 9.87% (lower mid).
3Y return: 16.34% (upper mid).
1Y return: 19.13% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.61 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding JPM ASEAN Equity I acc USD (~96.0%).
Top-3 holdings concentration ~100.1%.

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 Sep 26)	₹37.175 ↓ -0.30 (-0.79 %)
Net Assets (Cr)	₹165 on 31 Aug 26
Category	Equity - Global
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.47
Sharpe Ratio	1.61
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
30 Sep 21	₹10,000
30 Sep 22	₹9,598
30 Sep 23	₹10,167
30 Sep 24	₹12,463
30 Sep 25	₹13,440
30 Sep 26	₹16,011

Edelweiss ASEAN 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 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 Sep 26

Duration	Returns
1 Month	-3.1%
3 Month	5.1%
6 Month	10.2%
1 Year	19.1%
3 Year	16.3%
5 Year	9.9%
10 Year
15 Year
Since launch	9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.6%
2023	14.5%
2022	-1.4%
2021	4.8%
2020	6.3%
2019	2.3%
2018	12%
2017	-2.1%
2016	21.9%
2015	9.6%

Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund

Name	Since	Tenure
Bhavesh Jain	27 Sep 19	6.93 Yr.
Bharat Lahoti	1 Oct 21	4.92 Yr.

Data below for Edelweiss ASEAN Equity Off-shore Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	43.13%
Industrials	22.91%
Communication Services	8.3%
Consumer Cyclical	6.84%
Real Estate	3.41%
Technology	2.32%
Health Care	2.25%
Utility	2.12%
Basic Materials	2.11%
Consumer Defensive	1.56%

Asset Allocation

Asset Class	Value
Cash	5.06%
Equity	94.94%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JPM ASEAN Equity I acc USD Investment Fund \| -	96%	₹158 Cr	68,330
Clearing Corporation Of India Ltd. CBLO/Reverse Repo \| -	4%	₹7 Cr
Net Receivables/(Payables) CBLO \| -	0%	₹0 Cr
Accrued Interest CBLO \| -	0%	₹0 Cr

4. 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 (₹3,722 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 10.00% (lower mid).
3Y return: 11.22% (lower mid).
1Y return: -3.16% (bottom quartile).
Alpha: 1.32 (lower mid).
Sharpe: 0.15 (bottom quartile).
Information ratio: 0.74 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Icici Bank Ltd.29/09/2026 (~5.4%).

Below is the key information for Edelweiss Multi Cap Fund

Edelweiss Multi Cap Fund Growth
Launch Date	3 Feb 15
NAV (01 Oct 26)	₹36.653 ↓ -0.34 (-0.92 %)
Net Assets (Cr)	₹3,722 on 31 Aug 26
Category	Equity - Multi Cap
AMC	Edelweiss Asset Management Limited
Rating	Not Rated
Risk	High
Expense Ratio	1.91
Sharpe Ratio	0.15
Information Ratio	0.74
Alpha Ratio	1.32
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
30 Sep 21	₹10,000
30 Sep 22	₹9,926
30 Sep 23	₹11,663
30 Sep 24	₹17,589
30 Sep 25	₹16,443
30 Sep 26	₹16,195

Edelweiss Multi 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 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 Sep 26

Duration	Returns
1 Month	-7.1%
3 Month	-4.8%
6 Month	4.2%
1 Year	-3.2%
3 Year	11.2%
5 Year	10%
10 Year
15 Year
Since launch	11.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.4%
2023	25.4%
2022	29.3%
2021	0.7%
2020	34.7%
2019	14.4%
2018	8.4%
2017	-4.9%
2016	47.4%
2015	0.4%

Fund Manager information for Edelweiss Multi Cap Fund

Name	Since	Tenure
Ashwani Agarwalla	15 Jun 22	4.21 Yr.
Trideep Bhattacharya	1 Oct 21	4.92 Yr.
Mehul Dalmia	3 Aug 26	0.08 Yr.

Data below for Edelweiss Multi Cap Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	27.07%
Consumer Cyclical	16.03%
Industrials	9.75%
Technology	8.96%
Basic Materials	7.49%
Health Care	7.35%
Consumer Defensive	5.36%
Energy	4.35%
Real Estate	2%
Utility	1.78%
Communication Services	1.68%

Asset Allocation

Asset Class	Value
Cash	2.32%
Equity	97.68%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Icici Bank Ltd.29/09/2026 Derivatives, Since 31 Aug 26 \| ICICIBANK	5%	₹200 Cr	1,376,200 ↑ 1,376,200
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| HDFCBANK	5%	₹175 Cr	2,468,392
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 15 \| LT	4%	₹139 Cr	344,864
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 17 \| RELIANCE	4%	₹136 Cr	1,063,554
State Bank of India (Financial Services) Equity, Since 31 Aug 18 \| SBIN	3%	₹93 Cr	881,230
Tata Steel Ltd (Basic Materials) Equity, Since 31 May 25 \| TATASTEEL	2%	₹77 Cr	4,195,668
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 22 \| M&M	2%	₹75 Cr	227,798
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 25 \| DIVISLAB	2%	₹73 Cr	76,872
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| TITAN	2%	₹69 Cr	134,280
NTPC Ltd (Utilities) Equity, Since 31 Oct 22 \| 532555	2%	₹66 Cr	2,023,619

5. 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 (₹4,942 Cr).
Oldest track record among peers (19 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.34% (upper mid).
3Y return: 11.17% (lower mid).
1Y return: -0.27% (lower mid).
Alpha: 1.98 (upper mid).
Sharpe: 0.33 (lower mid).
Information ratio: 0.10 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding HDFC Bank Ltd (~4.5%).

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 (01 Oct 26)	₹85.23 ↓ -0.68 (-0.79 %)
Net Assets (Cr)	₹4,942 on 31 Aug 26
Category	Equity - Large & Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.85
Sharpe Ratio	0.33
Information Ratio	0.1
Alpha Ratio	1.98
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
30 Sep 21	₹10,000
30 Sep 22	₹10,125
30 Sep 23	₹11,873
30 Sep 24	₹17,267
30 Sep 25	₹16,250
30 Sep 26	₹16,444

Edelweiss Large and Mid 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 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 Sep 26

Duration	Returns
1 Month	-7%
3 Month	-4.3%
6 Month	6.1%
1 Year	-0.3%
3 Year	11.2%
5 Year	10.3%
10 Year
15 Year
Since launch	11.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	24.5%
2022	29.7%
2021	1.3%
2020	37%
2019	17%
2018	11.1%
2017	-3.3%
2016	38.1%
2015	0.5%

Fund Manager information for Edelweiss Large and Mid Cap Fund

Name	Since	Tenure
Sumanta Khan	1 Apr 24	2.42 Yr.
Trideep Bhattacharya	1 Oct 21	4.92 Yr.
Ashish Sood	3 Aug 26	0.08 Yr.

Data below for Edelweiss Large and Mid Cap Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	30.79%
Consumer Cyclical	18.11%
Industrials	15.06%
Basic Materials	10.26%
Technology	7.47%
Health Care	5.07%
Real Estate	2.92%
Communication Services	2.45%
Utility	2.16%
Energy	1.87%
Consumer Defensive	1.68%

Asset Allocation

Asset Class	Value
Cash	2.17%
Equity	97.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 07 \| HDFCBANK	4%	₹220 Cr	3,105,936
Ather Energy Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| ATHERENERG	3%	₹139 Cr	806,725
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 24 \| 500103	3%	₹126 Cr	2,845,450
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹115 Cr	337,090
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 22 \| FEDERALBNK	2%	₹107 Cr	3,007,074
State Bank of India (Financial Services) Equity, Since 31 Aug 18 \| SBIN	2%	₹104 Cr	978,280
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	2%	₹96 Cr	236,403
Phoenix Mills Ltd (Real Estate) Equity, Since 28 Feb 19 \| 503100	2%	₹95 Cr	502,445
Ashok Leyland Ltd (Industrials) Equity, Since 30 Sep 25 \| 500477	2%	₹95 Cr	5,417,403
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| ETERNAL	2%	₹94 Cr	2,877,966

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 (₹462 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.17% (bottom quartile).
3Y return: 10.20% (bottom quartile).
1Y return: -0.61% (lower mid).
Alpha: 4.87 (top quartile).
Sharpe: 0.36 (lower mid).
Information ratio: 0.48 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding ICICI Bank Ltd (~4.9%).

Below is the key information for Edelweiss Long Term Equity Fund

Edelweiss Long Term Equity Fund Growth
Launch Date	30 Dec 08
NAV (01 Oct 26)	₹108.55 ↓ -0.88 (-0.80 %)
Net Assets (Cr)	₹462 on 31 Aug 26
Category	Equity - ELSS
AMC	Edelweiss Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.34
Sharpe Ratio	0.36
Information Ratio	0.48
Alpha Ratio	4.87
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,903
30 Sep 23	₹11,546
30 Sep 24	₹16,404
30 Sep 25	₹15,406
30 Sep 26	₹15,577

Edelweiss Long Term Equity 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 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 Sep 26

Duration	Returns
1 Month	-7.6%
3 Month	-4.4%
6 Month	5.6%
1 Year	-0.6%
3 Year	10.2%
5 Year	9.2%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.7%
2023	20%
2022	26.8%
2021	-0.1%
2020	30.4%
2019	13.7%
2018	9.2%
2017	-9.1%
2016	37.7%
2015	-1.1%

Fund Manager information for Edelweiss Long Term Equity Fund

Name	Since	Tenure
Ashwani Agarwalla	1 Aug 23	3.09 Yr.
Trideep Bhattacharya	1 Aug 23	3.09 Yr.
Raj Koradia	1 Aug 24	2.08 Yr.

Data below for Edelweiss Long Term Equity Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	34.64%
Consumer Cyclical	15.03%
Industrials	10.53%
Technology	10.44%
Health Care	7.06%
Basic Materials	6.57%
Energy	5.34%
Communication Services	3.29%
Consumer Defensive	3.12%
Utility	2.26%
Real Estate	1.14%

Asset Allocation

Asset Class	Value
Cash	0.58%
Equity	99.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 17 \| ICICIBANK	5%	₹23 Cr	156,659
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 15 \| RELIANCE	4%	₹20 Cr	154,769
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 10 \| HDFCBANK	4%	₹18 Cr	249,864
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	3%	₹15 Cr	84,003
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 15 \| LT	3%	₹14 Cr	33,431
State Bank of India (Financial Services) Equity, Since 31 May 18 \| SBIN	3%	₹12 Cr	111,376
Ather Energy Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| ATHERENERG	2%	₹11 Cr	64,574 ↓ -15,937
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Aug 24 \| MCX	2%	₹11 Cr	31,308
Bharat Electronics Ltd (Industrials) Equity, Since 31 Aug 22 \| BEL	2%	₹9 Cr	219,943
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹9 Cr	26,792

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: 7.65% (bottom quartile).
3Y return: 7.33% (bottom quartile).
1Y return: -5.16% (bottom quartile).
Alpha: 0.68 (lower mid).
Sharpe: -0.09 (bottom quartile).
Information ratio: -0.19 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.1%).

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund Growth
Launch Date	20 May 09
NAV (01 Oct 26)	₹79.14 ↓ -0.49 (-0.62 %)
Net Assets (Cr)	₹1,434 on 31 Aug 26
Category	Equity - Large Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.11
Sharpe Ratio	-0.09
Information Ratio	-0.19
Alpha Ratio	0.68
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
30 Sep 21	₹10,000
30 Sep 22	₹9,736
30 Sep 23	₹11,638
30 Sep 24	₹16,088
30 Sep 25	₹15,052
30 Sep 26	₹14,481

Edelweiss Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 Sep 26

Duration	Returns
1 Month	-5.8%
3 Month	-3.5%
6 Month	3.1%
1 Year	-5.2%
3 Year	7.3%
5 Year	7.6%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.2%
2023	14.6%
2022	25.7%
2021	3.4%
2020	23.4%
2019	17.3%
2018	11.5%
2017	1.7%
2016	33.8%
2015	0.4%

Fund Manager information for Edelweiss Large Cap Fund

Name	Since	Tenure
Bhavesh Jain	2 May 17	9.34 Yr.
Bharat Lahoti	1 Oct 21	4.92 Yr.

Data below for Edelweiss Large Cap Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	28.1%
Consumer Cyclical	13.99%
Health Care	10.63%
Industrials	9.24%
Technology	8.85%
Energy	7.47%
Consumer Defensive	7.29%
Basic Materials	7.17%
Communication Services	4.3%
Utility	2.33%

Asset Allocation

Asset Class	Value
Cash	0.64%
Equity	99.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 18 \| ICICIBANK	8%	₹117 Cr	801,695 ↑ 32,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| HDFCBANK	7%	₹97 Cr	1,370,267 ↑ 40,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 10 \| RELIANCE	5%	₹78 Cr	613,611
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	3%	₹48 Cr	265,000 ↓ -18,539
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹46 Cr	138,737 ↑ 20,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	3%	₹45 Cr	345,696 ↑ 35,000
Infosys Ltd (Technology) Equity, Since 30 Nov 10 \| INFY	3%	₹44 Cr	383,961 ↑ 118,400
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| TITAN	3%	₹43 Cr	84,212
State Bank of India (Financial Services) Equity, Since 31 Dec 14 \| SBIN	3%	₹42 Cr	395,000 ↓ -4,118

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।