+91-22-489139093 సంవత్సరాల పెట్టుబడి కోసం ఉత్తమ SIP ప్లాన్లు 2022
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.
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FY 22 - 23లో 3 సంవత్సరాల పెట్టుబడి కోసం ఉత్తమ SIP ప్లాన్లు
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Bandhan Core Equity Fund Growth ₹133.567
↑ 0.64 ₹13,636 -4.2 0.3 12 22.9 20.6 7.5 Invesco India Growth Opportunities Fund Growth ₹93.9
↑ 0.28 ₹9,344 -10.1 -7.9 9.9 22.5 17.6 4.7 Nippon India Value Fund Growth ₹224.294
↑ 0.87 ₹9,153 -3.9 -0.1 9.6 21.9 20.6 4.2 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 HDFC Equity Fund Growth ₹2,035.46
↑ 14.91 ₹96,295 -2.2 3.1 15.2 21.8 22.8 11.4 Motilal Oswal Multicap 35 Fund Growth ₹56.9831
↑ 0.05 ₹13,862 -9.7 -6.8 4 21.8 13.6 -5.6 UTI Core Equity Fund Growth ₹181.594
↑ 0.95 ₹5,635 -1.1 1.6 11.7 21.6 20.7 7.4 ICICI Prudential Large & Mid Cap Fund Growth ₹1,008.4
↑ 3.83 ₹27,745 -3.7 1.9 11.8 20.6 22 14.4 Mahindra Badhat Yojana Growth ₹34.7096
↑ 0.10 ₹6,133 -4.2 -2.6 10.5 20.5 20.5 3.4 Nippon India Multi Cap Fund Growth ₹281.653
↑ 0.48 ₹50,352 -7.7 -5.8 7.8 20.5 23.5 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Bandhan Core Equity Fund Invesco India Growth Opportunities Fund Nippon India Value Fund IDBI India Top 100 Equity Fund HDFC Equity Fund Motilal Oswal Multicap 35 Fund UTI Core Equity Fund ICICI Prudential Large & Mid Cap Fund Mahindra Badhat Yojana Nippon India Multi Cap Fund Point 1 Upper mid AUM (₹13,636 Cr). Lower mid AUM (₹9,344 Cr). Lower mid AUM (₹9,153 Cr). Bottom quartile AUM (₹655 Cr). Highest AUM (₹96,295 Cr). Upper mid AUM (₹13,862 Cr). Bottom quartile AUM (₹5,635 Cr). Upper mid AUM (₹27,745 Cr). Bottom quartile AUM (₹6,133 Cr). Top quartile AUM (₹50,352 Cr). Point 2 Established history (20+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (13+ yrs). Oldest track record among peers (31 yrs). Established history (11+ yrs). Established history (16+ yrs). Established history (27+ yrs). Established history (8+ yrs). Established history (20+ yrs). Point 3 Rating: 4★ (upper mid). Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 5★ (top quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Not Rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately 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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.63% (upper mid). 5Y return: 17.58% (bottom quartile). 5Y return: 20.58% (lower mid). 5Y return: 12.61% (bottom quartile). 5Y return: 22.82% (top quartile). 5Y return: 13.63% (bottom quartile). 5Y return: 20.65% (upper mid). 5Y return: 22.00% (upper mid). 5Y return: 20.46% (lower mid). 5Y return: 23.50% (top quartile). Point 6 3Y return: 22.86% (top quartile). 3Y return: 22.48% (top quartile). 3Y return: 21.92% (upper mid). 3Y return: 21.88% (upper mid). 3Y return: 21.81% (upper mid). 3Y return: 21.79% (lower mid). 3Y return: 21.63% (lower mid). 3Y return: 20.59% (bottom quartile). 3Y return: 20.55% (bottom quartile). 3Y return: 20.47% (bottom quartile). Point 7 1Y return: 11.99% (upper mid). 1Y return: 9.90% (lower mid). 1Y return: 9.59% (bottom quartile). 1Y return: 15.39% (top quartile). 1Y return: 15.18% (top quartile). 1Y return: 4.03% (bottom quartile). 1Y return: 11.67% (upper mid). 1Y return: 11.82% (upper mid). 1Y return: 10.53% (lower mid). 1Y return: 7.75% (bottom quartile). Point 8 Alpha: -0.51 (upper mid). Alpha: -3.20 (bottom quartile). Alpha: -3.34 (bottom quartile). Alpha: 2.11 (upper mid). Alpha: 3.70 (top quartile). Alpha: -12.91 (bottom quartile). Alpha: -0.64 (upper mid). Alpha: 6.09 (top quartile). Alpha: -1.73 (lower mid). Alpha: -1.30 (lower mid). Point 9 Sharpe: 0.16 (upper mid). Sharpe: 0.01 (lower mid). Sharpe: -0.07 (bottom quartile). Sharpe: 1.09 (top quartile). Sharpe: 0.53 (upper mid). Sharpe: -0.51 (bottom quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.74 (top quartile). Sharpe: -0.07 (bottom quartile). Sharpe: -0.05 (lower mid). Point 10 Information ratio: 1.23 (upper mid). Information ratio: 0.75 (upper mid). Information ratio: 1.54 (top quartile). Information ratio: 0.14 (bottom quartile). Information ratio: 1.24 (top quartile). Information ratio: 0.54 (lower mid). Information ratio: 0.92 (upper mid). Information ratio: 0.42 (bottom quartile). Information ratio: 0.17 (bottom quartile). Information ratio: 0.64 (lower mid). Bandhan Core Equity Fund
Invesco India Growth Opportunities Fund
Nippon India Value Fund
IDBI India Top 100 Equity Fund
HDFC Equity Fund
Motilal Oswal Multicap 35 Fund
UTI Core Equity Fund
ICICI Prudential Large & Mid Cap Fund
Mahindra Badhat Yojana
Nippon India Multi Cap Fund
* దిగువన ఉన్న నిధులు ఉత్తమమైనవిగా పరిగణించబడుతున్నాయిCAGR 3 సంవత్సరాలకు పైగా రాబడి మరియు కనీసం కలిగి ఉన్న ఫండ్సంత 1 సంవత్సరం చరిత్ర (ఫండ్ వయస్సు) మరియు 3 సంవత్సరాల ఫండ్కు వ్యవధిగా నిర్వహణలో కనీసం 500 కోట్ల ఆస్తిని కలిగి ఉంటుంది. మల్టీ క్యాప్, లార్జ్ క్యాప్, లార్జ్ & నుండి సూచించబడినవిమిడ్ క్యాప్ మరియు విలువ ఉప వర్గాలు.
(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 Below is the key information for Bandhan Core Equity Fund Returns up to 1 year are on (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 Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Value Fund Returns up to 1 year are on 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 Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (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 Below is the key information for UTI Core Equity Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Top 100 Fund) To generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities Research Highlights for ICICI Prudential Large & Mid Cap Fund Below is the key information for ICICI Prudential Large & Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (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 Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on 1. Bandhan Core Equity Fund
Bandhan Core Equity Fund
Growth Launch Date 9 Aug 05 NAV (27 Jan 26) ₹133.567 ↑ 0.64 (0.48 %) Net Assets (Cr) ₹13,636 on 31 Dec 25 Category Equity - Large & Mid Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 0.16 Information Ratio 1.23 Alpha Ratio -0.51 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 Returns for Bandhan Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4.1% 3 Month -4.2% 6 Month 0.3% 1 Year 12% 3 Year 22.9% 5 Year 20.6% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Bandhan Core Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Invesco India Growth Opportunities Fund
Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (27 Jan 26) ₹93.9 ↑ 0.28 (0.30 %) Net Assets (Cr) ₹9,344 on 31 Dec 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.01 Information Ratio 0.75 Alpha Ratio -3.2 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 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -6.8% 3 Month -10.1% 6 Month -7.9% 1 Year 9.9% 3 Year 22.5% 5 Year 17.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Invesco India Growth Opportunities Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Nippon India Value Fund
Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (27 Jan 26) ₹224.294 ↑ 0.87 (0.39 %) Net Assets (Cr) ₹9,153 on 31 Dec 25 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.07 Information Ratio 1.54 Alpha Ratio -3.34 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.
Date Value Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -2.9% 3 Month -3.9% 6 Month -0.1% 1 Year 9.6% 3 Year 21.9% 5 Year 20.6% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Nippon India Value Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. 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.
Date Value Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (27 Jan 26) ₹2,035.46 ↑ 14.91 (0.74 %) Net Assets (Cr) ₹96,295 on 31 Dec 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 0.53 Information Ratio 1.24 Alpha Ratio 3.7 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 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -1.2% 3 Month -2.2% 6 Month 3.1% 1 Year 15.2% 3 Year 21.8% 5 Year 22.8% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 23.5% 2022 30.6% 2021 18.3% 2020 36.2% 2019 6.4% 2018 6.8% 2017 -3.5% 2016 36.9% 2015 7.3% Fund Manager information for HDFC Equity Fund
Name Since Tenure Data below for HDFC Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (27 Jan 26) ₹56.9831 ↑ 0.05 (0.09 %) Net Assets (Cr) ₹13,862 on 31 Dec 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.51 Information Ratio 0.54 Alpha Ratio -12.91 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 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.8% 3 Month -9.7% 6 Month -6.8% 1 Year 4% 3 Year 21.8% 5 Year 13.6% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Motilal Oswal Multicap 35 Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (27 Jan 26) ₹181.594 ↑ 0.95 (0.53 %) Net Assets (Cr) ₹5,635 on 31 Dec 25 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.15 Information Ratio 0.92 Alpha Ratio -0.64 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 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -2.9% 3 Month -1.1% 6 Month 1.6% 1 Year 11.7% 3 Year 21.6% 5 Year 20.7% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for UTI Core Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. ICICI Prudential Large & Mid Cap Fund
ICICI Prudential Large & Mid Cap Fund
Growth Launch Date 9 Jul 98 NAV (27 Jan 26) ₹1,008.4 ↑ 3.83 (0.38 %) Net Assets (Cr) ₹27,745 on 31 Dec 25 Category Equity - Large & Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 0.74 Information Ratio 0.42 Alpha Ratio 6.09 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 Returns for ICICI Prudential Large & Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -3.3% 3 Month -3.7% 6 Month 1.9% 1 Year 11.8% 3 Year 20.6% 5 Year 22% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.4% 2023 20.4% 2022 29.9% 2021 11.7% 2020 41.8% 2019 11.7% 2018 5.7% 2017 -6.2% 2016 29.8% 2015 10.3% Fund Manager information for ICICI Prudential Large & Mid Cap Fund
Name Since Tenure Data below for ICICI Prudential Large & Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (27 Jan 26) ₹34.7096 ↑ 0.10 (0.30 %) Net Assets (Cr) ₹6,133 on 31 Dec 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.07 Information Ratio 0.17 Alpha Ratio -1.73 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.
Date Value Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -3.3% 3 Month -4.2% 6 Month -2.6% 1 Year 10.5% 3 Year 20.5% 5 Year 20.5% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Mahindra Badhat Yojana as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (27 Jan 26) ₹281.653 ↑ 0.48 (0.17 %) Net Assets (Cr) ₹50,352 on 31 Dec 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.06 Information Ratio 0.64 Alpha Ratio -1.3 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 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -6.1% 3 Month -7.7% 6 Month -5.8% 1 Year 7.8% 3 Year 20.5% 5 Year 23.5% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Nippon India Multi Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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.
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Really very informative
Knowing more