+91-22-48913909
ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »10+ సంవత్సరాలకు ఉత్తమ SIP ప్లాన్‌లు
Table of Contents
10, 20 సంవత్సరాల పెట్టుబడి 2022 కోసం 10 ఉత్తమ SIP ప్లాన్‌లు
ఉత్తమ SIP ప్రణాళికలు? వాటిని ఎలా ఎంచుకోవాలి? ఇలా ఆలోచిస్తున్నప్పుడు పెట్టుబడిదారుల మదిలో వచ్చే కొన్ని సాధారణ ప్రశ్నలుమ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టడం a ద్వారాSIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక.SIP పెట్టుబడి అత్యంత క్రమశిక్షణ కలిగిన వాటిలో ఒకటిపెట్టుబడి పెడుతున్నారు పెట్టుబడి పెట్టేటప్పుడు ఎంపికలుమ్యూచువల్ ఫండ్స్.
అంతేకాకుండా, SIP మ్యూచువల్ ఫండ్‌లో పెట్టుబడి పెట్టే కనీస మొత్తం INR 500 కంటే తక్కువగా ఉంటుంది. ఇది పెట్టుబడి పెట్టేలా చేస్తుందిటాప్ SIP చాలా సౌకర్యవంతంగా ప్లాన్ చేస్తుంది.
మీరు SIP లేదా సిస్టమాటిక్ ఇన్వెస్ట్‌మెంట్ ప్లాన్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?
వాటిలో కొన్నిపెట్టుబడి ప్రయోజనాలు SIPలో ఇవి ఉన్నాయి:
సమ్మేళనం యొక్క శక్తి
సిస్టమాటిక్ ఇన్వెస్ట్‌మెంట్ ప్లాన్‌లు కూడా ప్రయోజనాలను అందిస్తాయిసమ్మేళనం యొక్క శక్తి. మీరు ప్రిన్సిపల్‌పై మాత్రమే వడ్డీని పొందినప్పుడు సాధారణ ఆసక్తి. చక్రవడ్డీ విషయంలో, వడ్డీ మొత్తం అసలుకు జోడించబడుతుంది మరియు కొత్త ప్రిన్సిపాల్ (పాత ప్రిన్సిపల్ ప్లస్ లాభాలు)పై వడ్డీ లెక్కించబడుతుంది. ఈ ప్రక్రియ ప్రతిసారీ కొనసాగుతుంది. SIPలోని మ్యూచువల్ ఫండ్‌లు వాయిదాలలో ఉన్నందున, అవి సమ్మేళనం చేయబడతాయి, ఇది ప్రారంభంలో పెట్టుబడి పెట్టిన మొత్తానికి మరింత జోడిస్తుంది.
రూపాయి ఖర్చు సగటు
క్రమబద్ధమైన పెట్టుబడి ప్రణాళిక అందించే అతిపెద్ద ప్రయోజనం రూపాయి ధర సగటు, ఇది ఆస్తి కొనుగోలు ఖర్చును సగటున పొందడానికి వ్యక్తికి సహాయపడుతుంది. మ్యూచువల్ ఫండ్‌లో ఒకేసారి పెట్టుబడి పెట్టేటప్పుడు నిర్దిష్ట సంఖ్యలో యూనిట్లను కొనుగోలు చేస్తారుపెట్టుబడిదారుడు ఒకేసారి, SIP విషయంలో యూనిట్ల కొనుగోలు చాలా కాలం పాటు జరుగుతుంది మరియు ఇవి నెలవారీ వ్యవధిలో (సాధారణంగా) సమానంగా విస్తరించబడతాయి. కాలక్రమేణా పెట్టుబడి విస్తరించడం వల్ల, పెట్టుబడి స్టాక్‌లోకి చేయబడుతుందిసంత వివిధ ధరల పాయింట్ల వద్ద పెట్టుబడిదారునికి సగటు వ్యయం యొక్క ప్రయోజనాన్ని అందజేస్తుంది, అందుకే రూపాయి ఖర్చు సగటు అనే పదం.
స్థోమత
SIPలు ప్రజలకు పొదుపును ప్రారంభించడానికి చాలా సరసమైన ఎంపిక, ఎందుకంటే ప్రతి ఇన్‌స్టాల్‌మెంట్‌కు అవసరమైన కనీస మొత్తం (అది కూడా నెలవారీ!) INR 500 కంటే తక్కువగా ఉంటుంది. కొన్ని మ్యూచువల్ ఫండ్ కంపెనీలు కూడా వీటిని ఆఫర్ చేస్తాయి.మైక్రోసిప్ ఇక్కడ టిక్కెట్ పరిమాణం INR 100 కంటే తక్కువగా ఉంటుంది.
Talk to our investment specialist
రిస్క్ తగ్గింపు
క్రమబద్ధమైన పెట్టుబడి ప్రణాళిక చాలా కాలం పాటు విస్తరించి ఉన్నందున, స్టాక్ మార్కెట్ యొక్క అన్ని కాలాలు, హెచ్చుతగ్గులు మరియు మరీ ముఖ్యంగా తిరోగమనాలను పట్టుకుంటారు. తిరోగమనాలలో, చాలా మంది పెట్టుబడిదారులకు భయం పట్టుకున్నప్పుడు, SIP వాయిదాలు పెట్టుబడిదారుల కొనుగోలుకు భరోసానిస్తూనే ఉంటాయితక్కువ.
FY 22 - 23లో 10, 20 సంవత్సరాల పెట్టుబడి కోసం ఉత్తమ SIP ప్లాన్‌లు
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a Below is the key information for DSP BlackRock India T.I.G.E.R Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a Below is the key information for Franklin Build India Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Infrastructure Fund Growth ₹194.45
↑ 1.22 ₹8,043 100 7.3 10.6 -0.8 31.2 36.7 27.4 Nippon India Small Cap Fund Growth ₹170.233
↑ 1.56 ₹66,602 100 8.8 9.3 -4.9 26 36.3 26.1 HDFC Infrastructure Fund Growth ₹47.731
↑ 0.45 ₹2,591 300 6.6 10.5 -3.8 31 35.4 23 Motilal Oswal Midcap 30 Fund Growth ₹101.594
↑ 0.56 ₹33,053 500 7.1 6 2.2 29.3 35 57.1 IDFC Infrastructure Fund Growth ₹50.248
↑ 0.46 ₹1,749 100 6.1 9.8 -11.7 29.7 34.1 39.3 L&T Emerging Businesses Fund Growth ₹82.1563
↑ 0.68 ₹16,061 500 10.4 7.3 -5.5 22.7 34 28.5 DSP BlackRock India T.I.G.E.R Fund Growth ₹312.206
↑ 2.94 ₹5,517 500 7.9 9.3 -8.4 28.5 33.3 32.4 HDFC Small Cap Fund Growth ₹141.656
↑ 1.27 ₹35,781 300 13.5 12.5 1.9 25.9 33.3 20.4 Franklin India Smaller Companies Fund Growth ₹173.278
↑ 1.03 ₹13,995 500 8.4 8 -6.5 25.5 33.1 23.2 Franklin Build India Fund Growth ₹141.283
↑ 1.06 ₹2,968 500 6.4 10 -3.3 30 33 27.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 25 CAGR 5 సంవత్సరాలకు పైగా రాబడి మరియు ఫండ్ కనీసం 5 సంవత్సరాల మార్కెట్ చరిత్ర (ఫండ్ వయస్సు) కలిగి ఉంటుంది మరియు కనీసం కలిగి ఉంటుంది500 కోట్లు నిర్వహణలో ఉన్న ఆస్తి.1. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (29 Jul 25) ₹194.45 ↑ 1.22 (0.63 %) Net Assets (Cr) ₹8,043 on 30 Jun 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 0.01 Information Ratio 0 Alpha Ratio 0 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹17,499 30 Jun 22 ₹20,184 30 Jun 23 ₹28,605 30 Jun 24 ₹47,767 30 Jun 25 ₹50,298 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -2.5% 3 Month 7.3% 6 Month 10.6% 1 Year -0.8% 3 Year 31.2% 5 Year 36.7% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 8.08 Yr. Sharmila D’mello 30 Jun 22 3 Yr. Data below for ICICI Prudential Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 38.68% Basic Materials 16.98% Financial Services 16.27% Utility 9.82% Energy 7.24% Real Estate 2.75% Consumer Cyclical 1.63% Communication Services 1.14% Asset Allocation
Asset Class Value Cash 5.5% Equity 94.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT9% ₹727 Cr 1,980,204
↓ -150,000 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹358 Cr 10,679,473
↑ 3,079,473 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS4% ₹329 Cr 2,268,659
↓ -200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE4% ₹290 Cr 1,929,725
↑ 266,998 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC4% ₹289 Cr 12,522,005 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5002954% ₹284 Cr 6,158,750
↑ 935,088 JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL3% ₹247 Cr 15,506,510
↓ -2,256,731 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹227 Cr 1,896,057
↑ 400,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹221 Cr 1,803,566
↓ -100,000 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹219 Cr 660,770
↑ 120,000 2. Nippon India Small Cap Fund
CAGR/Annualized return of 21% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (29 Jul 25) ₹170.233 ↑ 1.56 (0.93 %) Net Assets (Cr) ₹66,602 on 30 Jun 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.11 Information Ratio -0.1 Alpha Ratio -2.86 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,852 30 Jun 22 ₹22,645 30 Jun 23 ₹31,630 30 Jun 24 ₹49,254 30 Jun 25 ₹50,312 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1.1% 3 Month 8.8% 6 Month 9.3% 1 Year -4.9% 3 Year 26% 5 Year 36.3% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.5 Yr. Kinjal Desai 25 May 18 7.11 Yr. Data below for Nippon India Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.43% Financial Services 14.84% Consumer Cyclical 14.65% Basic Materials 12.82% Health Care 8.57% Consumer Defensive 8.11% Technology 7.37% Utility 2.24% Energy 1.77% Communication Services 1.45% Real Estate 0.69% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,656 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,331 Cr 6,650,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS2% ₹1,054 Cr 4,472,130 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹850 Cr 31,784,062 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹827 Cr 651,246
↑ 36,498 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹784 Cr 899,271 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹777 Cr 2,499,222 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹747 Cr 9,100,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹732 Cr 27,500,000 Pfizer Ltd (Healthcare)
Equity, Since 28 Feb 22 | PFIZER1% ₹685 Cr 1,206,103 3. HDFC Infrastructure Fund
CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% . HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (29 Jul 25) ₹47.731 ↑ 0.45 (0.94 %) Net Assets (Cr) ₹2,591 on 30 Jun 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio -0.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹17,250 30 Jun 22 ₹18,065 30 Jun 23 ₹25,910 30 Jun 24 ₹45,550 30 Jun 25 ₹45,892 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1.4% 3 Month 6.6% 6 Month 10.5% 1 Year -3.8% 3 Year 31% 5 Year 35.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Srinivasan Ramamurthy 12 Jan 24 1.47 Yr. Dhruv Muchhal 22 Jun 23 2.03 Yr. Data below for HDFC Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 39.21% Financial Services 19.99% Basic Materials 10.82% Utility 6.94% Energy 6.55% Communication Services 3.93% Real Estate 2.13% Health Care 1.68% Technology 1.43% Consumer Cyclical 0.5% Asset Allocation
Asset Class Value Cash 6.83% Equity 93.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321747% ₹188 Cr 1,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK5% ₹140 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT5% ₹139 Cr 380,000 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL4% ₹101 Cr 1,400,000
↓ -50,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL4% ₹93 Cr 758,285 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹90 Cr 150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹75 Cr 500,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 5325553% ₹74 Cr 2,200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL3% ₹70 Cr 350,000 G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433172% ₹62 Cr 470,000 4. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 22.5% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (29 Jul 25) ₹101.594 ↑ 0.56 (0.55 %) Net Assets (Cr) ₹33,053 on 30 Jun 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.23 Information Ratio 0.44 Alpha Ratio 3.89 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,285 30 Jun 22 ₹19,393 30 Jun 23 ₹26,738 30 Jun 24 ₹43,870 30 Jun 25 ₹48,048 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1.9% 3 Month 7.1% 6 Month 6% 1 Year 2.2% 3 Year 29.3% 5 Year 35% 10 Year 15 Year Since launch 22.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.75 Yr. Niket Shah 1 Jul 20 5 Yr. Rakesh Shetty 22 Nov 22 2.61 Yr. Sunil Sawant 1 Jul 24 1 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Technology 33.7% Industrials 18.11% Consumer Cyclical 17.65% Health Care 4.49% Communication Services 3.99% Real Estate 2.83% Financial Services 2.61% Asset Allocation
Asset Class Value Cash 17.17% Equity 82.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,464 Cr 18,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,172 Cr 5,250,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002519% ₹3,104 Cr 4,992,139
↑ 2,848,945 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON9% ₹2,997 Cr 1,999,999
↑ 1,164,799 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,501 Cr 45,000,000
↑ 1,509,750 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,671 Cr 2,550,000
↑ 50,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,327 Cr 3,500,000
↑ 750,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,318 Cr 6,750,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,272 Cr 9,969,361 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES3% ₹975 Cr 1,599,306
↑ 1,599,306 5. IDFC Infrastructure Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (29 Jul 25) ₹50.248 ↑ 0.46 (0.92 %) Net Assets (Cr) ₹1,749 on 30 Jun 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio -0.3 Information Ratio 0 Alpha Ratio 0 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹18,739 30 Jun 22 ₹17,927 30 Jun 23 ₹25,177 30 Jun 24 ₹46,897 30 Jun 25 ₹45,046 Returns for IDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -3.2% 3 Month 6.1% 6 Month 9.8% 1 Year -11.7% 3 Year 29.7% 5 Year 34.1% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.44 Yr. Ritika Behera 7 Oct 23 1.73 Yr. Gaurav Satra 7 Jun 24 1.07 Yr. Data below for IDFC Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 53.42% Utility 12.27% Basic Materials 7.58% Communication Services 4.88% Energy 3.88% Financial Services 3.7% Technology 2.53% Health Care 1.87% Consumer Cyclical 1.71% Real Estate 0.63% Asset Allocation
Asset Class Value Cash 7.52% Equity 92.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS6% ₹105 Cr 443,385 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹76 Cr 206,262
↑ 23,089 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹68 Cr 452,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹66 Cr 330,018 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹61 Cr 4,782,533
↓ -14,610 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325383% ₹61 Cr 50,452 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL3% ₹60 Cr 1,431,700 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹53 Cr 365,137 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹53 Cr 12,400,122 KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 5327143% ₹47 Cr 512,915 6. L&T Emerging Businesses Fund
CAGR/Annualized return of 20.7% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (29 Jul 25) ₹82.1563 ↑ 0.68 (0.84 %) Net Assets (Cr) ₹16,061 on 31 May 25 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 0.02 Information Ratio -0.39 Alpha Ratio -3.97 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,185 30 Jun 22 ₹22,103 30 Jun 23 ₹29,592 30 Jun 24 ₹45,892 30 Jun 25 ₹45,349 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1.4% 3 Month 10.4% 6 Month 7.3% 1 Year -5.5% 3 Year 22.7% 5 Year 34% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 5.54 Yr. Sonal Gupta 1 Oct 23 1.75 Yr. Data below for L&T Emerging Businesses Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 28.92% Financial Services 16.18% Consumer Cyclical 15.6% Basic Materials 11.06% Technology 8.65% Health Care 7.18% Consumer Defensive 4.31% Real Estate 3.79% Energy 0.9% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | ABREL2% ₹348 Cr 1,595,574 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹340 Cr 2,414,100
↑ 129,138 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹335 Cr 2,972,250
↓ -545,950 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA2% ₹329 Cr 4,446,300 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX2% ₹316 Cr 479,200
↑ 24,050 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK2% ₹314 Cr 15,544,000 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC2% ₹300 Cr 2,317,401 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹268 Cr 2,566,200 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | NEULANDLAB2% ₹266 Cr 231,110
↓ -30,267 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KARURVYSYA2% ₹264 Cr 11,912,400 7. DSP BlackRock India T.I.G.E.R Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 12 in Sectoral category. Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% . DSP BlackRock India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (29 Jul 25) ₹312.206 ↑ 2.94 (0.95 %) Net Assets (Cr) ₹5,517 on 30 Jun 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio -0.36 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 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 Jun 20 ₹10,000 30 Jun 21 ₹17,690 30 Jun 22 ₹18,664 30 Jun 23 ₹25,666 30 Jun 24 ₹45,959 30 Jun 25 ₹44,312 Returns for DSP BlackRock India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1.9% 3 Month 7.9% 6 Month 9.3% 1 Year -8.4% 3 Year 28.5% 5 Year 33.3% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% 2015 0.7% Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.04 Yr. Data below for DSP BlackRock India T.I.G.E.R Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 28.5% Basic Materials 15.17% Utility 10.47% Financial Services 10.42% Consumer Cyclical 8.59% Health Care 6.63% Energy 5.45% Communication Services 2.61% Technology 2.16% Real Estate 1.62% Consumer Defensive 1.27% Asset Allocation
Asset Class Value Cash 7.11% Equity 92.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT5% ₹256 Cr 697,669 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325554% ₹239 Cr 7,145,883 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP3% ₹178 Cr 245,928 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹167 Cr 5,567,574 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹147 Cr 164,204 Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 5435243% ₹146 Cr 935,870 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹140 Cr 207,277 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹138 Cr 688,435 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹137 Cr 1,608,534 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Mar 14 | SOLARINDS2% ₹132 Cr 75,291 8. HDFC Small Cap Fund
CAGR/Annualized return of 16.5% since its launch. Ranked 9 in Small Cap category. Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (29 Jul 25) ₹141.656 ↑ 1.27 (0.91 %) Net Assets (Cr) ₹35,781 on 30 Jun 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 0.07 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,663 30 Jun 22 ₹20,250 30 Jun 23 ₹29,345 30 Jun 24 ₹41,471 30 Jun 25 ₹44,032 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month 1.4% 3 Month 13.5% 6 Month 12.5% 1 Year 1.9% 3 Year 25.9% 5 Year 33.3% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.01 Yr. Dhruv Muchhal 22 Jun 23 2.02 Yr. Data below for HDFC Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.98% Consumer Cyclical 17.8% Financial Services 14.12% Technology 13.89% Health Care 12.19% Basic Materials 7.29% Consumer Defensive 1.93% Communication Services 1.81% Utility 0.37% Asset Allocation
Asset Class Value Cash 6.62% Equity 93.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹2,040 Cr 54,453,120 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 5409754% ₹1,454 Cr 24,394,493 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,320 Cr 3,769,293 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,165 Cr 46,828,792 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹1,016 Cr 6,035,882 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹850 Cr 12,106,772 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹829 Cr 2,469,936 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹800 Cr 10,073,132 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹771 Cr 11,442,105 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW2% ₹757 Cr 18,452,919
↑ 286,552 9. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (29 Jul 25) ₹173.278 ↑ 1.03 (0.60 %) Net Assets (Cr) ₹13,995 on 30 Jun 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.34 Information Ratio -0.13 Alpha Ratio -7.46 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹19,651 30 Jun 22 ₹20,254 30 Jun 23 ₹28,568 30 Jun 24 ₹45,688 30 Jun 25 ₹44,619 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1% 3 Month 8.4% 6 Month 8% 1 Year -6.5% 3 Year 25.5% 5 Year 33.1% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.42 Yr. Sandeep Manam 18 Oct 21 3.7 Yr. Akhil Kalluri 8 Sep 22 2.81 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 19.22% Consumer Cyclical 17.77% Industrials 17.76% Health Care 11.03% Basic Materials 9.91% Technology 6.38% Real Estate 4.65% Consumer Defensive 3.77% Utility 2.87% Energy 0.96% Asset Allocation
Asset Class Value Cash 5.52% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 5409753% ₹437 Cr 7,329,408
↓ -605,375 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹429 Cr 3,868,691 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹371 Cr 13,859,043
↓ -139,874 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹323 Cr 48,064,081 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹314 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹277 Cr 3,260,279 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹276 Cr 4,963,469 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹276 Cr 1,387,967 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹271 Cr 3,220,340 PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING2% ₹250 Cr 2,256,472 10. Franklin Build India Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (29 Jul 25) ₹141.283 ↑ 1.06 (0.76 %) Net Assets (Cr) ₹2,968 on 30 Jun 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio -0.29 Information Ratio 0 Alpha Ratio 0 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹17,043 30 Jun 22 ₹17,797 30 Jun 23 ₹24,303 30 Jun 24 ₹43,144 30 Jun 25 ₹43,110 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1.3% 3 Month 6.4% 6 Month 10% 1 Year -3.3% 3 Year 30% 5 Year 33% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 8.4% 2015 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.7 Yr. Kiran Sebastian 7 Feb 22 3.4 Yr. Sandeep Manam 18 Oct 21 3.7 Yr. Data below for Franklin Build India Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 36.15% Energy 12.74% Utility 12.5% Financial Services 11.47% Communication Services 8.4% Basic Materials 6.9% Real Estate 3.07% Consumer Cyclical 2.66% Technology 1.91% Asset Allocation
Asset Class Value Cash 4.19% Equity 95.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT8% ₹244 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹180 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹179 Cr 300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5321746% ₹173 Cr 1,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹147 Cr 6,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹143 Cr 710,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹138 Cr 4,125,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹120 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹108 Cr 3,600,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹81 Cr 2,000,000
మ్యూచువల్ ఫండ్ SIP ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
తరచుగా అడిగే ప్రశ్నలు
1. మొత్తం డెబిట్ చేయబడే సమయాన్ని నేను ఎంచుకోవచ్చా?
జ: లేదు, మీ నుండి మొత్తం డెబిట్ చేయబడే కాలంబ్యాంక్ ఖాతా మీరు పెట్టుబడి పెట్టాలని నిర్ణయించుకున్న SIPపై ఆధారపడి ఉంటుంది. మీరు దీన్ని ఎంచుకోవచ్చుSIPలో పెట్టుబడి పెట్టండి ఒక సంవత్సరం కాలం నుండి 10+ సంవత్సరాల వరకు హక్కు. SIP యొక్క కాలవ్యవధిపై ఆధారపడి, మీ ఖాతా నుండి మొత్తం తీసివేయబడుతుంది.
2. SIP కోసం వ్యవధి మరియు పదవీకాలం ఒకే విషయం/పదమా?
జ: అవును, అవి ఒకేలా ఉన్నాయి. మీరు ఆఫర్ డాక్యుమెంట్‌ను చదివినప్పుడు, SIP పదాన్ని జాగ్రత్తగా తనిఖీ చేయండి, ఇది మీ ఖాతా నుండి డబ్బు తీసివేయబడే కాలం/పదవీకాలం మీకు తెలియజేస్తుంది. పదవీకాలాన్ని ఎంచుకోవడం పూర్తిగా పెట్టుబడిదారుడి ఎంపిక.
3. SIPల పదవీకాలాన్ని మార్చవచ్చా?
జ: మీరు SIPని తప్పనిసరి చేసే ప్లాన్‌ని ఎంచుకున్నట్లయితే, మీరు ఆ పదవీకాలాన్ని పూర్తి చేయాలి. పదవీకాలం తర్వాత, మీరు మొత్తం మొత్తాన్ని విత్‌డ్రా చేసుకోవచ్చు. అయితే, మీరు పెట్టుబడిని పునరుద్ధరించాలనుకుంటే, మీరు పదవీకాలాన్ని మార్చుకోవచ్చు మరియు మరింత పొడిగించిన ఆదేశంతో వేరే SIPని ఎంచుకోవచ్చు.
4. నేను SIPల కోసం పెట్టుబడి మొత్తాన్ని మార్చవచ్చా?
జ: మీరు సౌకర్యవంతమైన SIPలలో పెట్టుబడి పెట్టడాన్ని ఎంచుకోవచ్చు. ఈ SIPలు పెట్టుబడి వ్యవధిలో మీరు పెట్టుబడి పెట్టగల డబ్బు మొత్తాన్ని మార్చడానికి మిమ్మల్ని అనుమతిస్తాయి. మీ పదవీ కాలంలో, మీరు SIPలలో పెట్టుబడి పెట్టాలనుకునే మొత్తాన్ని మీపై ఆధారపడి మార్చుకోవచ్చునగదు ప్రవాహం.
5. దీర్ఘకాలిక SIPలు అంటే ఏమిటి?
జ: దీర్ఘకాలిక SIP అంటే మీరు దాదాపు 5 నుండి 10 సంవత్సరాల పాటు పెట్టుబడి పెట్టవచ్చు. ఆదర్శవంతంగా, దీర్ఘకాలిక SIPలు మంచి రాబడిని ఇవ్వడానికి ఎక్కువ అవకాశాలను కలిగి ఉంటాయి.
6. పదవీ కాలానికి ముందు నేను SIP నుండి వైదొలగవచ్చా?
జ: మీరు SIP పదవీకాలాన్ని పూర్తి చేయడానికి ముందు దాని నుండి వైదొలగకుంటే ఉత్తమం. కొన్నిసార్లు పెట్టుబడికి నిష్క్రమణ లోడ్ ఉండకపోవచ్చు, కానీ అది పూర్తిగా నిర్దిష్ట SIPపై ఆధారపడి ఉంటుంది. మీరు చేస్తున్న పెట్టుబడి గురించి మీకు ఖచ్చితంగా తెలియకుంటే, మీరు ఒక సంవత్సరానికి కేవలం INR 500 మాత్రమే పెట్టుబడి పెట్టడం ద్వారా చిన్నగా ప్రారంభించాలి. మీ రిస్క్ తీసుకునే ఆకలి పెరిగే కొద్దీ, మీరు మీ పెట్టుబడిని పెంచుకోవచ్చు.
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Well explanation with indepth details.very inspirational information for investment in MF. Thanks.
Great! Informative SIP Thread. Very well covered and presented.