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3 ਸਾਲ ਦੇ ਨਿਵੇਸ਼ 2022 ਲਈ ਵਧੀਆ SIP ਯੋਜਨਾਵਾਂ

Updated on March 30, 2026 , 91978 views

ਵਧੀਆ SIP ਯੋਜਨਾਵਾਂ? ਉਹਨਾਂ ਨੂੰ ਕਿਵੇਂ ਚੁਣਨਾ ਹੈ? ਇਹ ਕੁਝ ਆਮ ਸਵਾਲ ਹਨ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਦੇ ਮਨ ਵਿੱਚ ਹੁੰਦੇ ਹਨ ਜਦੋਂ ਸੋਚਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਦੁਆਰਾ ਏSIP ਜਾਂ ਯੋਜਨਾਬੱਧਨਿਵੇਸ਼ ਯੋਜਨਾ.SIP ਨਿਵੇਸ਼ ਸਭ ਤੋਂ ਵੱਧ ਅਨੁਸ਼ਾਸਿਤ ਵਿੱਚੋਂ ਇੱਕ ਹੈਨਿਵੇਸ਼ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਵੇਲੇ ਵਿਕਲਪਮਿਉਚੁਅਲ ਫੰਡ. ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇੱਕ SIP ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਦੀ ਘੱਟੋ-ਘੱਟ ਰਕਮ INR 500 ਜਿੰਨੀ ਘੱਟ ਹੈ। ਇਹ ਇਸ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈਸਿਖਰ SIP ਬਹੁਤ ਸੁਵਿਧਾਜਨਕ ਯੋਜਨਾਵਾਂ.

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ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ 3 ਸਾਲਾਂ ਦੇ ਨਿਵੇਸ਼ ਲਈ ਵਧੀਆ SIP ਯੋਜਨਾਵਾਂ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
Bandhan Core Equity Fund Growth ₹125.238
↑ 2.54
₹14,780-10.4-6.63.920.716.97.5
Invesco India Growth Opportunities Fund Growth ₹88.63
↑ 1.96
₹9,392-12.3-11.42.720.6154.7
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹31.67
↑ 0.64
₹1,107-5.5-1.99.519.713.13.5
Nippon India Value Fund Growth ₹204.804
↑ 3.72
₹9,034-12-8.8-0.619.2164.2
Motilal Oswal Multicap 35 Fund Growth ₹52.1077
↑ 1.05
₹12,890-13.7-13.8-7.318.710.3-5.6
UTI Core Equity Fund Growth ₹168.236
↑ 3.77
₹5,724-12.6-6.20.418.515.87.4
Nippon India Multi Cap Fund Growth ₹270.79
↑ 5.36
₹50,820-10-9.41.718.518.84.1
Mahindra Badhat Yojana Growth ₹32.8852
↑ 0.64
₹6,174-9-5.4417.8163.4
Aditya Birla Sun Life Pure Value Fund Growth ₹116.341
↑ 2.41
₹6,259-10.6-4.81.617.614.12.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 10 Funds showcased

CommentaryIDBI India Top 100 Equity FundBandhan Core Equity FundInvesco India Growth Opportunities FundAditya Birla Sun Life Manufacturing Equity FundNippon India Value FundMotilal Oswal Multicap 35 FundUTI Core Equity FundNippon India Multi Cap FundMahindra Badhat YojanaAditya Birla Sun Life Pure Value Fund
Point 1Bottom quartile AUM (₹655 Cr).Top quartile AUM (₹14,780 Cr).Upper mid AUM (₹9,392 Cr).Bottom quartile AUM (₹1,107 Cr).Upper mid AUM (₹9,034 Cr).Upper mid AUM (₹12,890 Cr).Bottom quartile AUM (₹5,724 Cr).Highest AUM (₹50,820 Cr).Lower mid AUM (₹6,174 Cr).Lower mid AUM (₹6,259 Cr).
Point 2Established history (13+ yrs).Established history (20+ yrs).Established history (18+ yrs).Established history (11+ yrs).Established history (20+ yrs).Established history (11+ yrs).Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (8+ yrs).Established history (18+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 4★ (upper mid).Top rated.Not Rated.Not Rated.Rating: 5★ (top quartile).Rating: 3★ (upper mid).Rating: 2★ (lower mid).Not Rated.Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 12.61% (bottom quartile).5Y return: 16.87% (top quartile).5Y return: 15.02% (lower mid).5Y return: 13.09% (bottom quartile).5Y return: 16.04% (upper mid).5Y return: 10.35% (bottom quartile).5Y return: 15.80% (upper mid).5Y return: 18.82% (top quartile).5Y return: 16.00% (upper mid).5Y return: 14.11% (lower mid).
Point 63Y return: 21.88% (top quartile).3Y return: 20.69% (top quartile).3Y return: 20.64% (upper mid).3Y return: 19.71% (upper mid).3Y return: 19.17% (upper mid).3Y return: 18.65% (lower mid).3Y return: 18.48% (lower mid).3Y return: 18.46% (bottom quartile).3Y return: 17.82% (bottom quartile).3Y return: 17.58% (bottom quartile).
Point 71Y return: 15.39% (top quartile).1Y return: 3.86% (upper mid).1Y return: 2.72% (upper mid).1Y return: 9.51% (top quartile).1Y return: -0.60% (bottom quartile).1Y return: -7.31% (bottom quartile).1Y return: 0.37% (bottom quartile).1Y return: 1.75% (lower mid).1Y return: 4.00% (upper mid).1Y return: 1.55% (lower mid).
Point 8Alpha: 2.11 (top quartile).Alpha: 1.75 (upper mid).Alpha: -0.77 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: -0.10 (bottom quartile).Alpha: -11.42 (bottom quartile).Alpha: 0.69 (upper mid).Alpha: 1.47 (upper mid).Alpha: 2.49 (top quartile).Alpha: 0.13 (lower mid).
Point 9Sharpe: 1.09 (upper mid).Sharpe: 1.35 (top quartile).Sharpe: 1.02 (lower mid).Sharpe: 1.35 (top quartile).Sharpe: 0.99 (bottom quartile).Sharpe: 0.13 (bottom quartile).Sharpe: 1.21 (upper mid).Sharpe: 1.02 (lower mid).Sharpe: 1.15 (upper mid).Sharpe: 0.96 (bottom quartile).
Point 10Information ratio: 0.14 (bottom quartile).Information ratio: 1.07 (top quartile).Information ratio: 0.70 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 1.57 (top quartile).Information ratio: 0.33 (bottom quartile).Information ratio: 0.72 (upper mid).Information ratio: 0.52 (lower mid).Information ratio: 0.39 (lower mid).Information ratio: 0.56 (upper mid).

IDBI India Top 100 Equity Fund

  • Bottom quartile AUM (₹655 Cr).
  • Established history (13+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.61% (bottom quartile).
  • 3Y return: 21.88% (top quartile).
  • 1Y return: 15.39% (top quartile).
  • Alpha: 2.11 (top quartile).
  • Sharpe: 1.09 (upper mid).
  • Information ratio: 0.14 (bottom quartile).

Bandhan Core Equity Fund

  • Top quartile AUM (₹14,780 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.87% (top quartile).
  • 3Y return: 20.69% (top quartile).
  • 1Y return: 3.86% (upper mid).
  • Alpha: 1.75 (upper mid).
  • Sharpe: 1.35 (top quartile).
  • Information ratio: 1.07 (top quartile).

Invesco India Growth Opportunities Fund

  • Upper mid AUM (₹9,392 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.02% (lower mid).
  • 3Y return: 20.64% (upper mid).
  • 1Y return: 2.72% (upper mid).
  • Alpha: -0.77 (bottom quartile).
  • Sharpe: 1.02 (lower mid).
  • Information ratio: 0.70 (upper mid).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,107 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 13.09% (bottom quartile).
  • 3Y return: 19.71% (upper mid).
  • 1Y return: 9.51% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.35 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Value Fund

  • Upper mid AUM (₹9,034 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.04% (upper mid).
  • 3Y return: 19.17% (upper mid).
  • 1Y return: -0.60% (bottom quartile).
  • Alpha: -0.10 (bottom quartile).
  • Sharpe: 0.99 (bottom quartile).
  • Information ratio: 1.57 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹12,890 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.35% (bottom quartile).
  • 3Y return: 18.65% (lower mid).
  • 1Y return: -7.31% (bottom quartile).
  • Alpha: -11.42 (bottom quartile).
  • Sharpe: 0.13 (bottom quartile).
  • Information ratio: 0.33 (bottom quartile).

UTI Core Equity Fund

  • Bottom quartile AUM (₹5,724 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.80% (upper mid).
  • 3Y return: 18.48% (lower mid).
  • 1Y return: 0.37% (bottom quartile).
  • Alpha: 0.69 (upper mid).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: 0.72 (upper mid).

Nippon India Multi Cap Fund

  • Highest AUM (₹50,820 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.82% (top quartile).
  • 3Y return: 18.46% (bottom quartile).
  • 1Y return: 1.75% (lower mid).
  • Alpha: 1.47 (upper mid).
  • Sharpe: 1.02 (lower mid).
  • Information ratio: 0.52 (lower mid).

Mahindra Badhat Yojana

  • Lower mid AUM (₹6,174 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.00% (upper mid).
  • 3Y return: 17.82% (bottom quartile).
  • 1Y return: 4.00% (upper mid).
  • Alpha: 2.49 (top quartile).
  • Sharpe: 1.15 (upper mid).
  • Information ratio: 0.39 (lower mid).

Aditya Birla Sun Life Pure Value Fund

  • Lower mid AUM (₹6,259 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.11% (lower mid).
  • 3Y return: 17.58% (bottom quartile).
  • 1Y return: 1.55% (lower mid).
  • Alpha: 0.13 (lower mid).
  • Sharpe: 0.96 (bottom quartile).
  • Information ratio: 0.56 (upper mid).

*ਹੇਠਾਂ ਦਿੱਤੇ ਫੰਡਾਂ ਨੂੰ ਸਭ ਤੋਂ ਵਧੀਆ ਮੰਨਿਆ ਜਾ ਰਿਹਾ ਹੈਸੀ.ਏ.ਜੀ.ਆਰ 3 ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਸਮੇਂ ਲਈ ਰਿਟਰਨ ਅਤੇ ਘੱਟੋ-ਘੱਟ ਹੋਣ ਵਾਲੇ ਫੰਡਬਜ਼ਾਰ 1 ਸਾਲ ਦਾ ਇਤਿਹਾਸ (ਫੰਡ ਦੀ ਉਮਰ) ਅਤੇ ਘੱਟੋ-ਘੱਟ 500 ਕਰੋੜ ਦੀ ਸੰਪਤੀ ਪ੍ਰਬੰਧਨ ਅਧੀਨ ਹੈ, ਜੇਕਰ 3 ਸਾਲ ਦਾ ਫੰਡ ਹੈ। ਸੁਝਾਏ ਗਏ ਮਲਟੀ ਕੈਪ, ਲਾਰਜ ਕੈਪ, ਵੱਡੇ ਅਤੇਮਿਡ-ਕੈਪ ਅਤੇ ਮੁੱਲ ਉਪ ਸ਼੍ਰੇਣੀਆਂ।

1. IDBI India Top 100 Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

Research Highlights for IDBI India Top 100 Equity Fund

  • Bottom quartile AUM (₹655 Cr).
  • Established history (13+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.61% (bottom quartile).
  • 3Y return: 21.88% (top quartile).
  • 1Y return: 15.39% (top quartile).
  • Alpha: 2.11 (top quartile).
  • Sharpe: 1.09 (upper mid).
  • Information ratio: 0.14 (bottom quartile).

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (28 Jul 23) ₹44.16 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹655 on 30 Jun 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.09
Information Ratio 0.14
Alpha Ratio 2.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹12,382
31 Mar 23₹12,256

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI India Top 100 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 28 Jul 23

DurationReturns
1 Month 3%
3 Month 9.2%
6 Month 12.5%
1 Year 15.4%
3 Year 21.9%
5 Year 12.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Bandhan Core Equity Fund

(Erstwhile IDFC Classic Equity Fund)

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related instruments. However, there is no assurance or guarantee that the objectives of the scheme will be realized.

Research Highlights for Bandhan Core Equity Fund

  • Top quartile AUM (₹14,780 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.87% (top quartile).
  • 3Y return: 20.69% (top quartile).
  • 1Y return: 3.86% (upper mid).
  • Alpha: 1.75 (upper mid).
  • Sharpe: 1.35 (top quartile).
  • Information ratio: 1.07 (top quartile).

Below is the key information for Bandhan Core Equity Fund

Bandhan Core Equity Fund
Growth
Launch Date 9 Aug 05
NAV (01 Apr 26) ₹125.238 ↑ 2.54   (2.07 %)
Net Assets (Cr) ₹14,780 on 28 Feb 26
Category Equity - Large & Mid Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio 1.35
Information Ratio 1.07
Alpha Ratio 1.75
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹12,051
31 Mar 23₹12,554
31 Mar 24₹19,195
31 Mar 25₹21,459
31 Mar 26₹21,624

Bandhan Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Bandhan Core 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 28 Jul 23

DurationReturns
1 Month -8.6%
3 Month -10.4%
6 Month -6.6%
1 Year 3.9%
3 Year 20.7%
5 Year 16.9%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.5%
2023 28.8%
2022 36.2%
2021 6.9%
2020 34.1%
2019 12.9%
2018 3.7%
2017 -5.1%
2016 37.3%
2015 8%
Fund Manager information for Bandhan Core Equity Fund
NameSinceTenure
Manish Gunwani28 Jan 233.09 Yr.
Ritika Behera7 Oct 232.4 Yr.
Gaurav Satra7 Jun 241.73 Yr.
Rahul Agarwal28 Aug 232.51 Yr.

Data below for Bandhan Core Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services33.21%
Industrials14.2%
Health Care7.6%
Basic Materials7.37%
Technology6.49%
Energy5.95%
Consumer Cyclical5.53%
Communication Services4.94%
Utility3.57%
Real Estate2.43%
Consumer Defensive2.15%
Asset Allocation
Asset ClassValue
Cash6.81%
Equity93.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
5%₹671 Cr7,555,393
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 25 | SBIN
3%₹456 Cr3,791,175
↓ -900,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK
3%₹446 Cr3,238,015
↑ 200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | AXISBANK
3%₹434 Cr3,135,063
↑ 300,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | HDFCAMC
3%₹390 Cr1,443,478
↑ 200,000
One97 Communications Ltd (Technology)
Equity, Since 31 Mar 24 | 543396
3%₹388 Cr3,530,400
↑ 425,000
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 30 Jun 25 | GESHIP
2%₹336 Cr2,510,551
↑ 50,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 25 | ICICIGI
2%₹320 Cr1,684,947
↑ 150,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 23 | LT
2%₹289 Cr676,012
↓ -15,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE
2%₹283 Cr2,029,500
↑ 950,000

3. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Research Highlights for Invesco India Growth Opportunities Fund

  • Upper mid AUM (₹9,392 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.02% (lower mid).
  • 3Y return: 20.64% (upper mid).
  • 1Y return: 2.72% (upper mid).
  • Alpha: -0.77 (bottom quartile).
  • Sharpe: 1.02 (lower mid).
  • Information ratio: 0.70 (upper mid).

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (01 Apr 26) ₹88.63 ↑ 1.96   (2.26 %)
Net Assets (Cr) ₹9,392 on 28 Feb 26
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 1.03
Information Ratio 0.7
Alpha Ratio -0.77
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,705
31 Mar 23₹11,599
31 Mar 24₹17,431
31 Mar 25₹19,995
31 Mar 26₹19,915

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -9.7%
3 Month -12.3%
6 Month -11.4%
1 Year 2.7%
3 Year 20.6%
5 Year 15%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 4.7%
2023 37.5%
2022 31.6%
2021 -0.4%
2020 29.7%
2019 13.3%
2018 10.7%
2017 -0.2%
2016 39.6%
2015 3.3%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Aditya Khemani9 Nov 232.31 Yr.

Data below for Invesco India Growth Opportunities Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services29.53%
Health Care20.7%
Consumer Cyclical19.39%
Industrials13.51%
Real Estate6.48%
Basic Materials4.43%
Technology2.8%
Communication Services1.49%
Asset Allocation
Asset ClassValue
Cash1.65%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
7%₹674 Cr6,175,405
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO
6%₹559 Cr1,158,441
↑ 28,156
BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE
5%₹428 Cr1,580,775
Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE
5%₹428 Cr4,283,799
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT
5%₹425 Cr1,089,122
↑ 105,600
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 543320
4%₹406 Cr16,475,309
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
4%₹375 Cr2,718,707
↑ 156,695
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
4%₹332 Cr11,008,816
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK
4%₹329 Cr10,987,013
↓ -1,462,108
L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF
3%₹322 Cr11,339,315
↓ -2,065,282

4. Aditya Birla Sun Life Manufacturing Equity Fund

The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,107 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 13.09% (bottom quartile).
  • 3Y return: 19.71% (upper mid).
  • 1Y return: 9.51% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.35 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund

Aditya Birla Sun Life Manufacturing Equity Fund
Growth
Launch Date 31 Jan 15
NAV (01 Apr 26) ₹31.67 ↑ 0.64   (2.06 %)
Net Assets (Cr) ₹1,107 on 28 Feb 26
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.26
Sharpe Ratio 1.35
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,396
31 Mar 23₹10,917
31 Mar 24₹16,026
31 Mar 25₹17,368
31 Mar 26₹18,350

Aditya Birla Sun Life Manufacturing Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life Manufacturing 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 28 Jul 23

DurationReturns
1 Month -6.5%
3 Month -5.5%
6 Month -1.9%
1 Year 9.5%
3 Year 19.7%
5 Year 13.1%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.5%
2023 25%
2022 32.5%
2021 -1.4%
2020 22.1%
2019 26.3%
2018 -4%
2017 -12.9%
2016 41.7%
2015 9.2%
Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 232.32 Yr.

Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Consumer Cyclical30.29%
Industrials25.09%
Basic Materials21.26%
Health Care11.76%
Energy4.62%
Consumer Defensive3.84%
Technology1.38%
Utility0.67%
Asset Allocation
Asset ClassValue
Cash1.08%
Equity98.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO
5%₹55 Cr600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE
5%₹51 Cr366,616
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
4%₹49 Cr144,570
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI
4%₹46 Cr30,843
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | CUMMINSIND
4%₹42 Cr85,582
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL
4%₹40 Cr550,000
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL
3%₹38 Cr1,795,574
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA
3%₹33 Cr190,238
Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jul 24 | JINDALSTEL
3%₹32 Cr256,435
Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 15 | BEL
3%₹30 Cr678,274

5. Nippon India Value Fund

(Erstwhile Reliance Regular Savings Fund - Equity Plan)

The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities.

Research Highlights for Nippon India Value Fund

  • Upper mid AUM (₹9,034 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.04% (upper mid).
  • 3Y return: 19.17% (upper mid).
  • 1Y return: -0.60% (bottom quartile).
  • Alpha: -0.10 (bottom quartile).
  • Sharpe: 0.99 (bottom quartile).
  • Information ratio: 1.57 (top quartile).

Below is the key information for Nippon India Value Fund

Nippon India Value Fund
Growth
Launch Date 8 Jun 05
NAV (01 Apr 26) ₹204.804 ↑ 3.72   (1.85 %)
Net Assets (Cr) ₹9,034 on 28 Feb 26
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.99
Information Ratio 1.57
Alpha Ratio -0.1
Min Investment 500
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹12,763
31 Mar 23₹12,547
31 Mar 24₹19,751
31 Mar 25₹21,613
31 Mar 26₹20,847

Nippon India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Nippon India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -10.1%
3 Month -12%
6 Month -8.8%
1 Year -0.6%
3 Year 19.2%
5 Year 16%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 4.2%
2023 22.3%
2022 42.4%
2021 4.8%
2020 39.4%
2019 16.3%
2018 5.7%
2017 -8.4%
2016 45.7%
2015 -1.6%
Fund Manager information for Nippon India Value Fund
NameSinceTenure
Meenakshi Dawar7 May 187.82 Yr.
Dhrumil Shah1 Jan 233.16 Yr.
Kinjal Desai25 May 187.77 Yr.
Lokesh Maru5 Sep 250.48 Yr.
Divya Sharma5 Sep 250.48 Yr.

Data below for Nippon India Value Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services36.53%
Technology12.61%
Energy9.12%
Consumer Cyclical9.1%
Industrials8.28%
Basic Materials6.67%
Utility6.48%
Health Care3.23%
Communication Services2.97%
Consumer Defensive2.3%
Real Estate0.23%
Asset Allocation
Asset ClassValue
Cash2.46%
Equity97.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
7%₹637 Cr7,179,200
State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN
4%₹392 Cr3,261,159
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | NTPC
4%₹379 Cr9,934,650
↑ 1,500,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | ONGC
4%₹378 Cr13,524,956
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK
4%₹344 Cr3,594,522
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
4%₹323 Cr2,335,825
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
4%₹318 Cr2,304,797
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK
3%₹276 Cr6,650,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹269 Cr628,547
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
3%₹268 Cr1,920,396

6. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹12,890 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.35% (bottom quartile).
  • 3Y return: 18.65% (lower mid).
  • 1Y return: -7.31% (bottom quartile).
  • Alpha: -11.42 (bottom quartile).
  • Sharpe: 0.13 (bottom quartile).
  • Information ratio: 0.33 (bottom quartile).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (01 Apr 26) ₹52.1077 ↑ 1.05   (2.06 %)
Net Assets (Cr) ₹12,890 on 28 Feb 26
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.13
Information Ratio 0.33
Alpha Ratio -11.42
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹10,237
31 Mar 23₹9,901
31 Mar 24₹15,288
31 Mar 25₹18,108
31 Mar 26₹16,204

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -7.5%
3 Month -13.7%
6 Month -13.8%
1 Year -7.3%
3 Year 18.7%
5 Year 10.3%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -5.6%
2023 45.7%
2022 31%
2021 -3%
2020 15.3%
2019 10.3%
2018 7.9%
2017 -7.8%
2016 43.1%
2015 8.5%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Varun Sharma21 Jan 260.1 Yr.
Swapnil Mayekar18 Nov 250.28 Yr.
Ajay Khandelwal1 Oct 241.41 Yr.
Ankit Agarwal21 Jan 260.1 Yr.
Rakesh Shetty22 Nov 223.27 Yr.
Atul Mehra1 Oct 241.41 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services27.58%
Technology17.52%
Industrials16.52%
Consumer Cyclical14.45%
Communication Services4.59%
Energy2.13%
Health Care0.49%
Consumer Defensive0.14%
Asset Allocation
Asset ClassValue
Cash7.65%
Equity92.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty March 2026 Future
- | -
9%₹1,151 Cr454,090
↑ 454,090
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
7%₹934 Cr22,782,390
↑ 509,414
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER
7%₹909 Cr12,534,629
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
6%₹820 Cr6,911,442
↓ -588,558
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320
6%₹800 Cr32,498,890
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
6%₹742 Cr5,382,830
↓ -975,391
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
6%₹716 Cr1,512,841
↓ -401,945
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK
5%₹665 Cr7,493,754
↓ -1,506,246
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹591 Cr4,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹590 Cr3,410,824
↓ -1,940,920

7. UTI Core Equity Fund

(Erstwhile UTI Top 100 Fund)

The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

Research Highlights for UTI Core Equity Fund

  • Bottom quartile AUM (₹5,724 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.80% (upper mid).
  • 3Y return: 18.48% (lower mid).
  • 1Y return: 0.37% (bottom quartile).
  • Alpha: 0.69 (upper mid).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: 0.72 (upper mid).

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (01 Apr 26) ₹168.236 ↑ 3.77   (2.29 %)
Net Assets (Cr) ₹5,724 on 28 Feb 26
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 1.21
Information Ratio 0.72
Alpha Ratio 0.69
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹12,165
31 Mar 23₹12,523
31 Mar 24₹18,478
31 Mar 25₹20,749
31 Mar 26₹20,825

UTI Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for UTI Core 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 28 Jul 23

DurationReturns
1 Month -10.6%
3 Month -12.6%
6 Month -6.2%
1 Year 0.4%
3 Year 18.5%
5 Year 15.8%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.4%
2023 27.2%
2022 34.4%
2021 4.6%
2020 40.8%
2019 12.8%
2018 1.5%
2017 -7.9%
2016 35.2%
2015 3.4%
Fund Manager information for UTI Core Equity Fund
NameSinceTenure
V Srivatsa17 May 178.79 Yr.

Data below for UTI Core Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services28.14%
Technology9.46%
Industrials9.07%
Consumer Cyclical8.58%
Health Care7.75%
Energy7.28%
Basic Materials7.23%
Communication Services6.32%
Consumer Defensive5.26%
Real Estate3.77%
Utility2.75%
Asset Allocation
Asset ClassValue
Cash4.39%
Equity95.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
5%₹271 Cr3,049,721
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
3%₹197 Cr1,427,555
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
3%₹176 Cr1,353,225
↑ 140,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL
3%₹158 Cr2,204,603
↓ -85,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | POWERGRID
3%₹157 Cr5,264,807
↑ 346,090
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 14 | LT
3%₹155 Cr363,456
↑ 28,500
Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE
2%₹140 Cr1,006,380
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 28 Feb 21 | AUROPHARMA
2%₹131 Cr1,076,436
↑ 90,000
Wipro Ltd (Technology)
Equity, Since 30 Jun 24 | WIPRO
2%₹131 Cr6,508,877
↑ 835,222
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
2%₹125 Cr3,979,906
↑ 420,000

8. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Research Highlights for Nippon India Multi Cap Fund

  • Highest AUM (₹50,820 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.82% (top quartile).
  • 3Y return: 18.46% (bottom quartile).
  • 1Y return: 1.75% (lower mid).
  • Alpha: 1.47 (upper mid).
  • Sharpe: 1.02 (lower mid).
  • Information ratio: 0.52 (lower mid).

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (01 Apr 26) ₹270.79 ↑ 5.36   (2.02 %)
Net Assets (Cr) ₹50,820 on 28 Feb 26
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.57
Sharpe Ratio 1.02
Information Ratio 0.52
Alpha Ratio 1.47
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹13,437
31 Mar 23₹14,464
31 Mar 24₹21,718
31 Mar 25₹23,904
31 Mar 26₹23,567

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon India 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 28 Jul 23

DurationReturns
1 Month -8.7%
3 Month -10%
6 Month -9.4%
1 Year 1.7%
3 Year 18.5%
5 Year 18.8%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2024 4.1%
2023 25.8%
2022 38.1%
2021 14.1%
2020 48.9%
2019 0%
2018 2.2%
2017 -2.2%
2016 40.9%
2015 -6.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0520.93 Yr.
Kinjal Desai25 May 187.77 Yr.
Lokesh Maru5 Sep 250.48 Yr.
Divya Sharma5 Sep 250.48 Yr.

Data below for Nippon India Multi Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services25.38%
Consumer Cyclical21.18%
Industrials18.03%
Health Care9.43%
Utility6.2%
Consumer Defensive5.56%
Basic Materials5.45%
Technology4.77%
Energy2.21%
Communication Services1.19%
Asset Allocation
Asset ClassValue
Cash0.6%
Equity99.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,891 Cr32,569,796
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹2,219 Cr16,093,364
↑ 1,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK
4%₹1,957 Cr14,140,351
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GVT&D
3%₹1,545 Cr4,012,397
↓ -83,218
Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY
3%₹1,292 Cr9,939,713
↑ 1,000,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | MFSL
2%₹1,261 Cr6,953,107
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC
2%₹1,137 Cr29,762,573
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
2%₹1,125 Cr8,068,975
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA
2%₹1,026 Cr1,524,539
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
2%₹982 Cr2,294,471

9. Mahindra Badhat Yojana

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Research Highlights for Mahindra Badhat Yojana

  • Lower mid AUM (₹6,174 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.00% (upper mid).
  • 3Y return: 17.82% (bottom quartile).
  • 1Y return: 4.00% (upper mid).
  • Alpha: 2.49 (top quartile).
  • Sharpe: 1.15 (upper mid).
  • Information ratio: 0.39 (lower mid).

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (01 Apr 26) ₹32.8852 ↑ 0.64   (1.97 %)
Net Assets (Cr) ₹6,174 on 28 Feb 26
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.15
Information Ratio 0.39
Alpha Ratio 2.49
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹13,364
31 Mar 23₹13,036
31 Mar 24₹19,401
31 Mar 25₹20,699
31 Mar 26₹20,911

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -7.9%
3 Month -9%
6 Month -5.4%
1 Year 4%
3 Year 17.8%
5 Year 16%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.4%
2023 23.4%
2022 34.2%
2021 1.6%
2020 50.8%
2019 16.6%
2018 13.8%
2017 -9.9%
2016
2015
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Fatema Pacha16 Oct 205.37 Yr.
Vishal Jajoo3 Nov 250.32 Yr.

Data below for Mahindra Badhat Yojana as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services29.75%
Industrials14.57%
Health Care13.5%
Basic Materials11.19%
Consumer Cyclical10.57%
Communication Services5.22%
Technology4.85%
Energy2.9%
Consumer Defensive1.39%
Asset Allocation
Asset ClassValue
Cash6.05%
Equity93.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK
4%₹235 Cr1,703,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | GLENMARK
3%₹211 Cr989,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | INDUSTOWER
3%₹202 Cr4,430,000
↓ -60,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 25 | LT
3%₹186 Cr434,228
↑ 225,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB
3%₹183 Cr285,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB
3%₹166 Cr193,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | ULTRACEMCO
3%₹158 Cr125,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Nov 25 | MCX
2%₹138 Cr565,000
Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN
2%₹133 Cr764,377
Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | LAURUSLABS
2%₹118 Cr1,100,000

10. Aditya Birla Sun Life Pure Value Fund

An Open ended Diversified Equity Scheme with the objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

Research Highlights for Aditya Birla Sun Life Pure Value Fund

  • Lower mid AUM (₹6,259 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.11% (lower mid).
  • 3Y return: 17.58% (bottom quartile).
  • 1Y return: 1.55% (lower mid).
  • Alpha: 0.13 (lower mid).
  • Sharpe: 0.96 (bottom quartile).
  • Information ratio: 0.56 (upper mid).

Below is the key information for Aditya Birla Sun Life Pure Value Fund

Aditya Birla Sun Life Pure Value Fund
Growth
Launch Date 27 Mar 08
NAV (01 Apr 26) ₹116.341 ↑ 2.41   (2.12 %)
Net Assets (Cr) ₹6,259 on 28 Feb 26
Category Equity - Value
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 0.96
Information Ratio 0.56
Alpha Ratio 0.13
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,911
31 Mar 23₹12,109
31 Mar 24₹18,903
31 Mar 25₹19,579
31 Mar 26₹19,274

Aditya Birla Sun Life Pure Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Aditya Birla Sun Life Pure Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -8.1%
3 Month -10.6%
6 Month -4.8%
1 Year 1.6%
3 Year 17.6%
5 Year 14.1%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.6%
2023 18.5%
2022 43%
2021 3.5%
2020 34.5%
2019 15.6%
2018 -10.7%
2017 -23.5%
2016 56%
2015 9%
Fund Manager information for Aditya Birla Sun Life Pure Value Fund
NameSinceTenure
Kunal Sangoi22 Sep 223.44 Yr.

Data below for Aditya Birla Sun Life Pure Value Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services26.93%
Industrials15.14%
Basic Materials12.08%
Consumer Cyclical10.43%
Technology9.95%
Health Care8.62%
Energy4.78%
Utility4.13%
Real Estate2.25%
Consumer Defensive1%
Asset Allocation
Asset ClassValue
Cash1.8%
Equity98.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 21 | RELIANCE
4%₹242 Cr1,737,530
Infosys Ltd (Technology)
Equity, Since 31 May 22 | INFY
4%₹228 Cr1,751,456
↑ 363,522
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN
4%₹221 Cr2,050,071
↓ -239,245
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | AXISBANK
3%₹207 Cr1,498,388
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 21 | MCX
3%₹183 Cr748,800
↓ -59,755
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC
3%₹179 Cr4,681,144
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 24 | TECHM
3%₹178 Cr1,307,704
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Dec 21 | WELCORP
3%₹166 Cr2,007,022
Minda Corp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | MINDACORP
3%₹166 Cr2,981,058
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | KOTAKBANK
3%₹163 Cr3,915,207

Disclaimer:
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।
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vinod kumar verma, posted on 5 Oct 21 12:14 AM

Really very informative

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