+91-22-4891390910 بہترین HDFC MF SIP فنڈز 2022
منظمسرمایہ کاری کا منصوبہ یاگھونٹ کا ایک طریقہ ہےسرمایہ کاری ایک مقررہ وقت پر باقاعدگی سے ایک مقررہ رقم۔ یہ سب سے زیادہ لچکدار اور آسان سرمایہ کاری کا منصوبہ ہے۔ آپ کی رقم آپ سے خود بخود ڈیبٹ ہو جاتی ہے۔بینک اکاؤنٹ اور اسکیم میں سرمایہ کاری کی جاتی ہے۔ SIP کے سرمایہ کاری کے انداز کی وجہ سے، سرمایہ کاروں کو وقت دینے کی ضرورت نہیں ہے۔مارکیٹ.
ایچ ڈی ایف سی میوچل فنڈ، ہندوستان کا ایک نمایاں ہوناAMCs، سرمایہ کار ہمیشہ کمپنی کی طرف سے پیش کردہ SIP فنڈز کو ترجیح دیتے ہیں۔ آپ صرف INR 500 کے ساتھ SIP میں سرمایہ کاری شروع کر سکتے ہیں۔ a کے دیگر فوائد میں سے ایکSIP سرمایہ کاری یہ ہے کہ آپ اپنی منصوبہ بندی اور تکمیل کر سکتے ہیں۔مالی اہداف.
شادی جیسے مقاصدریٹائرمنٹ پلاننگ، گھر/گاڑی وغیرہ کی خریداری اچھی طرح سے منصوبہ بندی کی جا سکتی ہے اور SIP روٹ کے ساتھ وقت پر حاصل کی جا سکتی ہے۔
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ایچ ڈی ایف سی میوچل فنڈ ایس آئی پی میں کیوں سرمایہ کاری کریں؟
HDFC SIP سب سے زیادہ مقبول میں سے ایک ہے۔مشترکہ فنڈ کمپنی کی طرف سے پیش کردہ اسکیمیں۔ ایک SIP بالکل اسی طرح ہے جیسے aریکرنگ ڈپازٹ. ہر ماہ ایک مخصوص تاریخ پر ایک مخصوص رقم جو آپ کے ذریعہ منتخب کی جاتی ہے آپ کی پسند کی میوچل فنڈ اسکیم میں لگائی جاتی ہے۔ SIP سرمایہ کاری کے لیے دستیاب تاریخیں کمپنی کی ویب سائٹ پر دی گئی ہیں۔ متعدد ہیں۔سرمایہ کاری کے فوائد HDFC MF SIP کے ذریعے۔ ان میں سے کچھ میں شامل ہیں:
- نظم و ضبط کے ساتھ سرمایہ کاری کی عادت
- اپنے مالی مقصد کو حاصل کرنا
- روپے کی اوسط لاگت کا فائدہ اٹھانا
- ایک مدت کے دوران سرمایہ کاری میں اضافہ جو زیادہ منافع پیدا کرتا ہے۔
- صرف INR 500 ماہانہ کی کم از کم SIP سرمایہ کاری
ذیل میں بہترین HDFC SIP فنڈز ہیں (ایکویٹی فنڈز) سال 2022 - 2023 کے لیے۔ ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا جاتا ہے۔نہیں ہیں، ہم مرتبہ اوسط واپسی، ماضی کی کارکردگی، وغیرہ۔
بہترین HDFC Equity SIP میوچل فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Capital Builder Value Fund Growth ₹783.676
↓ -5.14 ₹7,934 300 6.4 9.1 7 14.6 13.2 8.6 HDFC Focused 30 Fund Growth ₹230.588
↓ -1.45 ₹27,925 300 4.9 2.9 -0.8 14 17 10.9 HDFC Infrastructure Fund Growth ₹46.795
↓ -0.04 ₹2,375 300 1.4 5 -0.3 13 19.2 2.2 HDFC Tax Saver Fund Growth ₹1,348.56
↓ -11.11 ₹16,095 500 3 0.3 -4.9 11.9 13.4 10.3 HDFC Growth Opportunities Fund Growth ₹345.108
↓ -2.21 ₹30,099 300 4.6 7 2.3 11.8 14 6.1 HDFC Small Cap Fund Growth ₹139.287
↓ -0.62 ₹41,679 300 4.4 10.9 -1.9 9.5 14.3 -0.6 HDFC Top 100 Fund Growth ₹1,110.58
↓ -8.37 ₹40,198 300 3.9 0.9 -2.2 8.3 10.7 7.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Sep 26 Research Highlights & Commentary of 7 Funds showcased
Commentary HDFC Capital Builder Value Fund HDFC Focused 30 Fund HDFC Infrastructure Fund HDFC Tax Saver Fund HDFC Growth Opportunities Fund HDFC Small Cap Fund HDFC Top 100 Fund Point 1 Bottom quartile AUM (₹7,934 Cr). Lower mid AUM (₹27,925 Cr). Bottom quartile AUM (₹2,375 Cr). Lower mid AUM (₹16,095 Cr). Upper mid AUM (₹30,099 Cr). Highest AUM (₹41,679 Cr). Upper mid AUM (₹40,198 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (30+ yrs). Established history (32+ yrs). Established history (18+ yrs). Established history (29+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Point 4 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. Point 5 5Y return: 13.17% (bottom quartile). 5Y return: 17.01% (upper mid). 5Y return: 19.20% (top quartile). 5Y return: 13.42% (lower mid). 5Y return: 14.01% (lower mid). 5Y return: 14.33% (upper mid). 5Y return: 10.66% (bottom quartile). Point 6 3Y return: 14.61% (top quartile). 3Y return: 13.98% (upper mid). 3Y return: 12.95% (upper mid). 3Y return: 11.90% (lower mid). 3Y return: 11.77% (lower mid). 3Y return: 9.50% (bottom quartile). 3Y return: 8.32% (bottom quartile). Point 7 1Y return: 7.02% (top quartile). 1Y return: -0.85% (lower mid). 1Y return: -0.30% (upper mid). 1Y return: -4.93% (bottom quartile). 1Y return: 2.30% (upper mid). 1Y return: -1.93% (lower mid). 1Y return: -2.18% (bottom quartile). Point 8 Alpha: 3.35 (top quartile). Alpha: -0.60 (lower mid). Alpha: 0.00 (upper mid). Alpha: -4.53 (bottom quartile). Alpha: -1.29 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -0.24 (lower mid). Point 9 Sharpe: 0.15 (top quartile). Sharpe: -0.08 (upper mid). Sharpe: -0.25 (lower mid). Sharpe: -0.33 (bottom quartile). Sharpe: -0.01 (upper mid). Sharpe: -0.26 (bottom quartile). Sharpe: -0.17 (lower mid). Point 10 Information ratio: 1.50 (top quartile). Information ratio: 0.69 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.48 (upper mid). Information ratio: -0.22 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.02 (lower mid). HDFC Capital Builder Value Fund
HDFC Focused 30 Fund
HDFC Infrastructure Fund
HDFC Tax Saver Fund
HDFC Growth Opportunities Fund
HDFC Small Cap Fund
HDFC Top 100 Fund
(Erstwhile HDFC Capital Builder Fund) The fund plans to achieve long term capital appreciation. Below is the key information for HDFC Capital Builder Value Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 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. Research Highlights for HDFC Infrastructure Fund Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. Research Highlights for HDFC Tax Saver Fund Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on (Erstwhile HDFC Large Cap Fund) The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization. Research Highlights for HDFC Growth Opportunities Fund Below is the key information for HDFC Growth Opportunities Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (Erstwhile HDFC Top 200) To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index.
Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market
capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation. Research Highlights for HDFC Top 100 Fund Below is the key information for HDFC Top 100 Fund Returns up to 1 year are on 1. HDFC Capital Builder Value Fund
HDFC Capital Builder Value Fund
Growth Launch Date 1 Feb 94 NAV (09 Sep 26) ₹783.676 ↓ -5.14 (-0.65 %) Net Assets (Cr) ₹7,934 on 31 Jul 26 Category Equity - Value AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.15 Information Ratio 1.5 Alpha Ratio 3.35 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 Capital Builder Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -2.3% 3 Month 6.4% 6 Month 9.1% 1 Year 7% 3 Year 14.6% 5 Year 13.2% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.6% 2024 20.7% 2023 29.6% 2022 3.6% 2021 35.6% 2020 12.9% 2019 0% 2018 -5.5% 2017 42.3% 2016 3.8% Fund Manager information for HDFC Capital Builder Value Fund
Name Since Tenure Data below for HDFC Capital Builder Value Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (09 Sep 26) ₹230.588 ↓ -1.45 (-0.63 %) Net Assets (Cr) ₹27,925 on 31 Jul 26 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.08 Information Ratio 0.69 Alpha Ratio -0.6 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 Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -2.7% 3 Month 4.9% 6 Month 2.9% 1 Year -0.8% 3 Year 14% 5 Year 17% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.9% 2024 24% 2023 29.6% 2022 18.3% 2021 40.1% 2020 4.2% 2019 3.8% 2018 -14.6% 2017 38.7% 2016 2.1% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Data below for HDFC Focused 30 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (09 Sep 26) ₹46.795 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹2,375 on 31 Jul 26 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio -0.25 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 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.4% 3 Month 1.4% 6 Month 5% 1 Year -0.3% 3 Year 13% 5 Year 19.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 2.2% 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% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Data below for HDFC Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Tax Saver Fund
HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (09 Sep 26) ₹1,348.56 ↓ -11.11 (-0.82 %) Net Assets (Cr) ₹16,095 on 31 Jul 26 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.33 Information Ratio 0.48 Alpha Ratio -4.53 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -3.7% 3 Month 3% 6 Month 0.3% 1 Year -4.9% 3 Year 11.9% 5 Year 13.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 10.3% 2024 21.3% 2023 33.2% 2022 10.5% 2021 35.3% 2020 5.8% 2019 3.7% 2018 -10.9% 2017 38.7% 2016 7.6% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Data below for HDFC Tax Saver Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Growth Opportunities Fund
HDFC Growth Opportunities Fund
Growth Launch Date 18 Feb 94 NAV (09 Sep 26) ₹345.108 ↓ -2.21 (-0.64 %) Net Assets (Cr) ₹30,099 on 31 Jul 26 Category Equity - Large & Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.01 Information Ratio -0.22 Alpha Ratio -1.29 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 Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -2.6% 3 Month 4.6% 6 Month 7% 1 Year 2.3% 3 Year 11.8% 5 Year 14% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.1% 2024 19.4% 2023 37.7% 2022 8.2% 2021 43.1% 2020 11.4% 2019 6.6% 2018 -3.8% 2017 29.4% 2016 3.9% Fund Manager information for HDFC Growth Opportunities Fund
Name Since Tenure Data below for HDFC Growth Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (09 Sep 26) ₹139.287 ↓ -0.62 (-0.44 %) Net Assets (Cr) ₹41,679 on 31 Jul 26 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.26 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 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -2.4% 3 Month 4.4% 6 Month 10.9% 1 Year -1.9% 3 Year 9.5% 5 Year 14.3% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.6% 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% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. HDFC Top 100 Fund
HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (09 Sep 26) ₹1,110.58 ↓ -8.37 (-0.75 %) Net Assets (Cr) ₹40,198 on 31 Jul 26 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio -0.17 Information Ratio 0.02 Alpha Ratio -0.24 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 Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -3.4% 3 Month 3.9% 6 Month 0.9% 1 Year -2.2% 3 Year 8.3% 5 Year 10.7% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.9% 2024 11.6% 2023 30% 2022 10.6% 2021 28.5% 2020 5.9% 2019 7.7% 2018 0.1% 2017 32% 2016 8.5% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Data below for HDFC Top 100 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
SIP سرمایہ کاری کیسے بڑھتی ہے؟
جاننا چاہتے ہیں کہ اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک مخصوص رقم کی سرمایہ کاری کرتے ہیں تو آپ کی SIP سرمایہ کاری کیسے بڑھے گی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔
ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر
SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!
فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-
ماہانہ سرمایہ کاری: INR 10,000
سرمایہ کاری کی مدت: 10 سال
سرمایہ کاری کی کل رقم: INR 12,00,000
طویل مدتی ترقی کی شرح (تقریباً): 15%
کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573
خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)
مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!
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دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Research Highlights for HDFC Capital Builder Value Fund