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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on September 26, 2025 , 24754 views

ایک منظمسرمایہ کاری کا منصوبہ (گھونٹ) کا سب سے موثر طریقہ سمجھا جاتا ہے۔میوچل فنڈز میں سرمایہ کاری کریں۔خاص طور پر طویل عرصے کے لیےمدتی منصوبہ. یہ سرمایہ کاروں کو طویل مدتی بچت کے منصوبے کو لاگو کرنے کے لیے ہر ماہ ایک مخصوص تاریخ کو یونٹ خریدنے کی اجازت دیتا ہے۔ سرمایہ کاروں کی طرف راحت محسوس کرنے کی ایک وجہسرمایہ کاری SIP میں وہ لچک ہے جو وہ پیش کرتے ہیں۔ سرمایہ کار کر سکتے ہیں۔SIP میں سرمایہ کاری کریں۔ ماہانہ، سہ ماہی یا ہفتہ واربنیاد، ان کی سہولت کے مطابق۔ آئیے اس بارے میں مزید جانیں کہ کوئی ان کو کیسے حاصل کرسکتا ہے۔مالی اہداف منظم سرمایہ کاری کے منصوبوں کے ساتھ، کیسےگھونٹ کیلکولیٹر کے ساتھ ساتھ سرمایہ کاری میں مددگار ہے۔بہترین باہمی فنڈز SIP کے لیے ہندوستان میں۔

SIP- مالی اہداف کے حصول کا بہترین طریقہ

ایس آئی پی کو اس طرح سے ڈیزائن کیا گیا ہے کہ کوئی آسانی سے اپنی سرمایہ کاری کی پہلے سے منصوبہ بندی کر سکتا ہے اور اپنے مالی اہداف کے مطابق سرمایہ کاری کر سکتا ہے۔ لیکن، SIP کے ذریعے اہداف حاصل کرنے کے لیے ایک طویل عرصے تک سرمایہ کاری کرنی پڑتی ہے۔ عام طور پر، SIP بڑے پیمانے پر اہداف کی منصوبہ بندی کے لیے استعمال کیا جاتا ہے جیسے:

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  • کار خریدنا
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کوئی بھی کم از کم INR 500 اور INR 1000 کی رقم کے ساتھ SIPs میں سرمایہ کاری شروع کر سکتا ہے۔ ایک بار جب آپ SIP میں سرمایہ کاری کرنا شروع کر دیتے ہیں تو آپ کی رقم ہر روز جانا شروع ہو جاتی ہے کیونکہ یہ اسٹاک کے سامنے آتا ہے۔مارکیٹ. یہی وجہ ہے کہ SIPs کو بطور روٹ زیادہ تر ترجیح دی جاتی ہے۔ایکویٹی فنڈز. مزید برآں، تاریخی طور پر، ایکویٹی اسٹاک میں سرمایہ کاری نے دیگر تمام اثاثوں کے طبقوں کے درمیان متاثر کن منافع دیا ہے، اگر سرمایہ کاری نظم و ضبط کے ساتھ اور طویل مدتی افق کے ساتھ کی گئی ہو۔

ایکویٹی میں ایس آئی پی مارکیٹ کے وقت کے خطرے سے بچنے اور سرمایہ کاری کی اوسط لاگت کے ذریعہ دولت کی تخلیق میں سہولت فراہم کرتا ہے۔ آئیے کچھ اور دیکھتے ہیں۔ایس آئی پی کے فوائد جو طویل مدتی اہداف کے حصول میں مدد کرتا ہے:

  • کمپاؤنڈنگ کی طاقت- سادہ سود وہ ہے جب آپ صرف اصل پر سود حاصل کرتے ہیں۔ مرکب سود کی صورت میں، سود کی رقم پرنسپل میں شامل کی جاتی ہے، اور سود کا حساب نئے پرنسپل (پرانے پرنسپل کے علاوہ منافع) پر کیا جاتا ہے۔ یہ عمل ہر بار جاری رہتا ہے۔ چونکہ ایس آئی پی میںباہمی چندہ قسطوں میں ہیں، وہ مرکب ہیں، جو ابتدائی طور پر سرمایہ کاری کی رقم میں مزید اضافہ کرتا ہے۔

  • خطرے میں کمی- یہ دیکھتے ہوئے کہ ایک SIP طویل عرصے تک پھیلا ہوا ہے، کوئی اسٹاک مارکیٹ کے تمام ادوار، اتار چڑھاؤ اور اس سے بھی اہم طور پر مندی کو پکڑتا ہے۔ مندی میں، جب زیادہ تر سرمایہ کاروں کو خوف لاحق ہو جاتا ہے، SIP کی قسطیں اس بات کو یقینی بناتی ہیں کہ سرمایہ کار "کم" خریدیں۔

  • SIPs کی سہولت- سہولت SIP کے سب سے بڑے فوائد میں سے ایک ہے۔ صارف کو ایک بار سائن اپ کرنا ہوگا اور دستاویزات سے گزرنا ہوگا۔ ایک بار مکمل ہو جانے کے بعد، اس کے بعد کی سرمایہ کاری کے لیے ڈیبٹ خود بخود ہو جاتے ہیں۔سرمایہ کار صرف سرمایہ کاری کی نگرانی کرنا ہے.

SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

ایس آئی پی کے لیے بہترین لارج کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹90.6724
↓ -1.04 		₹45,012 100 -18.9-2.220.225.318.2
ICICI Prudential Bluechip Fund Growth ₹109.94
↓ -0.90 		₹71,840 100 -1.47.1-3.519.122.316.9
DSP TOP 100 Equity Growth ₹466.331
↓ -4.98 		₹6,398 500 -34.3-4.118.31920.5
Invesco India Largecap Fund Growth ₹68.43
↓ -1.14 		₹1,555 100 -3.38.8-5.117.319.120
HDFC Top 100 Fund Growth ₹1,122.58
↓ -12.68 		₹37,659 300 -2.64.3-7.717.121.911.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundDSP TOP 100 EquityInvesco India Largecap FundHDFC Top 100 Fund
Point 1Upper mid AUM (₹45,012 Cr).Highest AUM (₹71,840 Cr).Bottom quartile AUM (₹6,398 Cr).Bottom quartile AUM (₹1,555 Cr).Lower mid AUM (₹37,659 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Established history (22+ yrs).Established history (16+ yrs).Oldest track record among peers (28 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.25% (top quartile).5Y return: 22.26% (upper mid).5Y return: 19.03% (bottom quartile).5Y return: 19.11% (bottom quartile).5Y return: 21.89% (lower mid).
Point 63Y return: 20.25% (top quartile).3Y return: 19.12% (upper mid).3Y return: 18.25% (lower mid).3Y return: 17.33% (bottom quartile).3Y return: 17.13% (bottom quartile).
Point 71Y return: -2.17% (top quartile).1Y return: -3.54% (upper mid).1Y return: -4.10% (lower mid).1Y return: -5.12% (bottom quartile).1Y return: -7.74% (bottom quartile).
Point 8Alpha: 2.49 (top quartile).Alpha: 1.67 (lower mid).Alpha: -0.52 (bottom quartile).Alpha: 1.96 (upper mid).Alpha: -2.93 (bottom quartile).
Point 9Sharpe: -0.40 (top quartile).Sharpe: -0.51 (lower mid).Sharpe: -0.64 (bottom quartile).Sharpe: -0.50 (upper mid).Sharpe: -0.87 (bottom quartile).
Point 10Information ratio: 1.96 (top quartile).Information ratio: 1.64 (upper mid).Information ratio: 0.83 (bottom quartile).Information ratio: 0.70 (bottom quartile).Information ratio: 0.92 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹45,012 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.25% (top quartile).
  • 3Y return: 20.25% (top quartile).
  • 1Y return: -2.17% (top quartile).
  • Alpha: 2.49 (top quartile).
  • Sharpe: -0.40 (top quartile).
  • Information ratio: 1.96 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹71,840 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.26% (upper mid).
  • 3Y return: 19.12% (upper mid).
  • 1Y return: -3.54% (upper mid).
  • Alpha: 1.67 (lower mid).
  • Sharpe: -0.51 (lower mid).
  • Information ratio: 1.64 (upper mid).

DSP TOP 100 Equity

  • Bottom quartile AUM (₹6,398 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.03% (bottom quartile).
  • 3Y return: 18.25% (lower mid).
  • 1Y return: -4.10% (lower mid).
  • Alpha: -0.52 (bottom quartile).
  • Sharpe: -0.64 (bottom quartile).
  • Information ratio: 0.83 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,555 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.11% (bottom quartile).
  • 3Y return: 17.33% (bottom quartile).
  • 1Y return: -5.12% (bottom quartile).
  • Alpha: 1.96 (upper mid).
  • Sharpe: -0.50 (upper mid).
  • Information ratio: 0.70 (bottom quartile).

HDFC Top 100 Fund

  • Lower mid AUM (₹37,659 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.89% (lower mid).
  • 3Y return: 17.13% (bottom quartile).
  • 1Y return: -7.74% (bottom quartile).
  • Alpha: -2.93 (bottom quartile).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.92 (lower mid).

ایس آئی پی کے لیے بہترین ملٹی کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Equity Fund Growth ₹2,008.17
↓ -21.34 		₹81,936 300 0.591.423.729.423.5
JM Multicap Fund Growth ₹96.6438
↓ -1.56 		₹5,943 500 -2.16.7-11.822.926.533.3
Nippon India Multi Cap Fund Growth ₹297.121
↓ -4.09 		₹46,216 100 -1.610.8-3.822.830.625.8
Motilal Oswal Multicap 35 Fund Growth ₹60.2919
↓ -1.27 		₹13,679 500 -3.96-4.921.519.545.7
ICICI Prudential Multicap Fund Growth ₹776.09
↓ -13.14 		₹15,281 100 -2.96.2-6.820.524.720.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Equity FundJM Multicap FundNippon India Multi Cap FundMotilal Oswal Multicap 35 FundICICI Prudential Multicap Fund
Point 1Highest AUM (₹81,936 Cr).Bottom quartile AUM (₹5,943 Cr).Upper mid AUM (₹46,216 Cr).Bottom quartile AUM (₹13,679 Cr).Lower mid AUM (₹15,281 Cr).
Point 2Established history (30+ yrs).Established history (17+ yrs).Established history (20+ yrs).Established history (11+ yrs).Oldest track record among peers (31 yrs).
Point 3Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 29.44% (upper mid).5Y return: 26.49% (lower mid).5Y return: 30.63% (top quartile).5Y return: 19.54% (bottom quartile).5Y return: 24.70% (bottom quartile).
Point 63Y return: 23.68% (top quartile).3Y return: 22.92% (upper mid).3Y return: 22.81% (lower mid).3Y return: 21.53% (bottom quartile).3Y return: 20.47% (bottom quartile).
Point 71Y return: 1.39% (top quartile).1Y return: -11.82% (bottom quartile).1Y return: -3.84% (upper mid).1Y return: -4.88% (lower mid).1Y return: -6.82% (bottom quartile).
Point 8Alpha: 4.96 (upper mid).Alpha: -8.50 (bottom quartile).Alpha: 3.10 (lower mid).Alpha: 9.76 (top quartile).Alpha: -2.00 (bottom quartile).
Point 9Sharpe: -0.16 (upper mid).Sharpe: -1.13 (bottom quartile).Sharpe: -0.38 (lower mid).Sharpe: -0.06 (top quartile).Sharpe: -0.71 (bottom quartile).
Point 10Information ratio: 1.74 (top quartile).Information ratio: 1.09 (lower mid).Information ratio: 1.10 (upper mid).Information ratio: 0.79 (bottom quartile).Information ratio: 0.53 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹81,936 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.44% (upper mid).
  • 3Y return: 23.68% (top quartile).
  • 1Y return: 1.39% (top quartile).
  • Alpha: 4.96 (upper mid).
  • Sharpe: -0.16 (upper mid).
  • Information ratio: 1.74 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹5,943 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 26.49% (lower mid).
  • 3Y return: 22.92% (upper mid).
  • 1Y return: -11.82% (bottom quartile).
  • Alpha: -8.50 (bottom quartile).
  • Sharpe: -1.13 (bottom quartile).
  • Information ratio: 1.09 (lower mid).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹46,216 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 30.63% (top quartile).
  • 3Y return: 22.81% (lower mid).
  • 1Y return: -3.84% (upper mid).
  • Alpha: 3.10 (lower mid).
  • Sharpe: -0.38 (lower mid).
  • Information ratio: 1.10 (upper mid).

Motilal Oswal Multicap 35 Fund

  • Bottom quartile AUM (₹13,679 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.54% (bottom quartile).
  • 3Y return: 21.53% (bottom quartile).
  • 1Y return: -4.88% (lower mid).
  • Alpha: 9.76 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.79 (bottom quartile).

ICICI Prudential Multicap Fund

  • Lower mid AUM (₹15,281 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.70% (bottom quartile).
  • 3Y return: 20.47% (bottom quartile).
  • 1Y return: -6.82% (bottom quartile).
  • Alpha: -2.00 (bottom quartile).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.53 (bottom quartile).

ایس آئی پی کے لیے بہترین مڈ کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹176.88
↓ -3.24 		₹8,062 500 -1.517.11.827.427.543.1
ICICI Prudential MidCap Fund Growth ₹291.92
↓ -5.81 		₹6,492 100 -3.513.3-3.621.926.327
TATA Mid Cap Growth Fund Growth ₹423.005
↓ -7.55 		₹4,946 150 -1.98.7-7.920.824.222.7
BNP Paribas Mid Cap Fund Growth ₹99.2056
↓ -1.49 		₹2,157 300 -1.67.4-6.819.424.428.5
Aditya Birla Sun Life Midcap Fund Growth ₹767.24
↓ -14.47 		₹5,970 1,000 -3.48.4-8.319.124.122
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundICICI Prudential MidCap FundTATA Mid Cap Growth FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap Fund
Point 1Highest AUM (₹8,062 Cr).Upper mid AUM (₹6,492 Cr).Bottom quartile AUM (₹4,946 Cr).Bottom quartile AUM (₹2,157 Cr).Lower mid AUM (₹5,970 Cr).
Point 2Established history (18+ yrs).Established history (20+ yrs).Oldest track record among peers (31 yrs).Established history (19+ yrs).Established history (23+ yrs).
Point 3Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 27.54% (top quartile).5Y return: 26.27% (upper mid).5Y return: 24.24% (bottom quartile).5Y return: 24.39% (lower mid).5Y return: 24.14% (bottom quartile).
Point 63Y return: 27.42% (top quartile).3Y return: 21.91% (upper mid).3Y return: 20.80% (lower mid).3Y return: 19.41% (bottom quartile).3Y return: 19.10% (bottom quartile).
Point 71Y return: 1.80% (top quartile).1Y return: -3.60% (upper mid).1Y return: -7.88% (bottom quartile).1Y return: -6.83% (lower mid).1Y return: -8.27% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 3.29 (top quartile).Alpha: -3.10 (bottom quartile).Alpha: -3.80 (bottom quartile).Alpha: -0.40 (lower mid).
Point 9Sharpe: 0.14 (top quartile).Sharpe: -0.32 (upper mid).Sharpe: -0.66 (bottom quartile).Sharpe: -0.72 (bottom quartile).Sharpe: -0.49 (lower mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.16 (upper mid).Information ratio: -0.56 (lower mid).Information ratio: -0.66 (bottom quartile).Information ratio: -0.78 (bottom quartile).

Invesco India Mid Cap Fund

  • Highest AUM (₹8,062 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.54% (top quartile).
  • 3Y return: 27.42% (top quartile).
  • 1Y return: 1.80% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: 0.00 (top quartile).

ICICI Prudential MidCap Fund

  • Upper mid AUM (₹6,492 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.27% (upper mid).
  • 3Y return: 21.91% (upper mid).
  • 1Y return: -3.60% (upper mid).
  • Alpha: 3.29 (top quartile).
  • Sharpe: -0.32 (upper mid).
  • Information ratio: -0.16 (upper mid).

TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,946 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.24% (bottom quartile).
  • 3Y return: 20.80% (lower mid).
  • 1Y return: -7.88% (bottom quartile).
  • Alpha: -3.10 (bottom quartile).
  • Sharpe: -0.66 (bottom quartile).
  • Information ratio: -0.56 (lower mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,157 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 24.39% (lower mid).
  • 3Y return: 19.41% (bottom quartile).
  • 1Y return: -6.83% (lower mid).
  • Alpha: -3.80 (bottom quartile).
  • Sharpe: -0.72 (bottom quartile).
  • Information ratio: -0.66 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

  • Lower mid AUM (₹5,970 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.14% (bottom quartile).
  • 3Y return: 19.10% (bottom quartile).
  • 1Y return: -8.27% (bottom quartile).
  • Alpha: -0.40 (lower mid).
  • Sharpe: -0.49 (lower mid).
  • Information ratio: -0.78 (bottom quartile).

SIP کے لیے بہترین سمال کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Small Cap Fund Growth ₹140.46
↓ -2.36 		₹36,294 300 1.117.3-1.223.930.320.4
Nippon India Small Cap Fund Growth ₹166.28
↓ -2.82 		₹64,821 100 -2.911.3-8.623.432.226.1
Franklin India Smaller Companies Fund Growth ₹165.805
↓ -3.09 		₹13,302 500 -4.79.7-10.821.928.823.2
Sundaram Small Cap Fund Growth ₹255.408
↓ -4.78 		₹3,282 100 -1.114.7-5.620.527.719.1
DSP Small Cap Fund  Growth ₹193.059
↓ -3.65 		₹16,628 500 -3.314.4-4.920.127.125.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Small Cap FundNippon India Small Cap FundFranklin India Smaller Companies FundSundaram Small Cap FundDSP Small Cap Fund 
Point 1Upper mid AUM (₹36,294 Cr).Highest AUM (₹64,821 Cr).Bottom quartile AUM (₹13,302 Cr).Bottom quartile AUM (₹3,282 Cr).Lower mid AUM (₹16,628 Cr).
Point 2Established history (17+ yrs).Established history (15+ yrs).Established history (19+ yrs).Oldest track record among peers (20 yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 30.32% (upper mid).5Y return: 32.24% (top quartile).5Y return: 28.80% (lower mid).5Y return: 27.72% (bottom quartile).5Y return: 27.11% (bottom quartile).
Point 63Y return: 23.90% (top quartile).3Y return: 23.36% (upper mid).3Y return: 21.94% (lower mid).3Y return: 20.52% (bottom quartile).3Y return: 20.09% (bottom quartile).
Point 71Y return: -1.19% (top quartile).1Y return: -8.58% (bottom quartile).1Y return: -10.85% (bottom quartile).1Y return: -5.56% (lower mid).1Y return: -4.93% (upper mid).
Point 8Alpha: 0.00 (upper mid).Alpha: -2.55 (bottom quartile).Alpha: -5.08 (bottom quartile).Alpha: 0.97 (top quartile).Alpha: 0.00 (lower mid).
Point 9Sharpe: -0.33 (upper mid).Sharpe: -0.65 (bottom quartile).Sharpe: -0.76 (bottom quartile).Sharpe: -0.47 (lower mid).Sharpe: -0.30 (top quartile).
Point 10Information ratio: 0.00 (lower mid).Information ratio: 0.10 (top quartile).Information ratio: 0.02 (upper mid).Information ratio: -0.47 (bottom quartile).Information ratio: 0.00 (bottom quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,294 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 30.32% (upper mid).
  • 3Y return: 23.90% (top quartile).
  • 1Y return: -1.19% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.33 (upper mid).
  • Information ratio: 0.00 (lower mid).

Nippon India Small Cap Fund

  • Highest AUM (₹64,821 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.24% (top quartile).
  • 3Y return: 23.36% (upper mid).
  • 1Y return: -8.58% (bottom quartile).
  • Alpha: -2.55 (bottom quartile).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.10 (top quartile).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,302 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.80% (lower mid).
  • 3Y return: 21.94% (lower mid).
  • 1Y return: -10.85% (bottom quartile).
  • Alpha: -5.08 (bottom quartile).
  • Sharpe: -0.76 (bottom quartile).
  • Information ratio: 0.02 (upper mid).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,282 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.72% (bottom quartile).
  • 3Y return: 20.52% (bottom quartile).
  • 1Y return: -5.56% (lower mid).
  • Alpha: 0.97 (top quartile).
  • Sharpe: -0.47 (lower mid).
  • Information ratio: -0.47 (bottom quartile).

DSP Small Cap Fund 

  • Lower mid AUM (₹16,628 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.11% (bottom quartile).
  • 3Y return: 20.09% (bottom quartile).
  • 1Y return: -4.93% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.30 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

بہترین ELSS (ٹیکس سیونگ میوچل فنڈز) SIP کے لیے

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹51.267
↓ -1.22 		₹4,223 500 -2.112.6-6.725.726.447.7
SBI Magnum Tax Gain Fund Growth ₹427.917
↓ -5.39 		₹29,937 500 -3.44.7-6.824.525.327.7
HDFC Tax Saver Fund Growth ₹1,415.59
↓ -16.47 		₹16,525 500 -0.78.4-1.322.725.921.3
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹485 500 9.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 		₹1,318 500 1.215.435.520.617.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundSBI Magnum Tax Gain FundHDFC Tax Saver FundIDBI Equity Advantage FundHDFC Long Term Advantage Fund
Point 1Lower mid AUM (₹4,223 Cr).Highest AUM (₹29,937 Cr).Upper mid AUM (₹16,525 Cr).Bottom quartile AUM (₹485 Cr).Bottom quartile AUM (₹1,318 Cr).
Point 2Established history (10+ yrs).Established history (18+ yrs).Oldest track record among peers (29 yrs).Established history (12+ yrs).Established history (24+ yrs).
Point 3Not Rated.Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 26.42% (top quartile).5Y return: 25.31% (lower mid).5Y return: 25.86% (upper mid).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (bottom quartile).
Point 63Y return: 25.72% (top quartile).3Y return: 24.52% (upper mid).3Y return: 22.68% (lower mid).3Y return: 20.84% (bottom quartile).3Y return: 20.64% (bottom quartile).
Point 71Y return: -6.67% (bottom quartile).1Y return: -6.79% (bottom quartile).1Y return: -1.34% (lower mid).1Y return: 16.92% (upper mid).1Y return: 35.51% (top quartile).
Point 8Alpha: 7.18 (top quartile).Alpha: -2.40 (bottom quartile).Alpha: 3.05 (upper mid).Alpha: 1.78 (lower mid).Alpha: 1.75 (bottom quartile).
Point 9Sharpe: -0.26 (lower mid).Sharpe: -0.83 (bottom quartile).Sharpe: -0.35 (bottom quartile).Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).
Point 10Information ratio: 0.80 (lower mid).Information ratio: 2.12 (top quartile).Information ratio: 1.80 (upper mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,223 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.42% (top quartile).
  • 3Y return: 25.72% (top quartile).
  • 1Y return: -6.67% (bottom quartile).
  • Alpha: 7.18 (top quartile).
  • Sharpe: -0.26 (lower mid).
  • Information ratio: 0.80 (lower mid).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹29,937 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.31% (lower mid).
  • 3Y return: 24.52% (upper mid).
  • 1Y return: -6.79% (bottom quartile).
  • Alpha: -2.40 (bottom quartile).
  • Sharpe: -0.83 (bottom quartile).
  • Information ratio: 2.12 (top quartile).

HDFC Tax Saver Fund

  • Upper mid AUM (₹16,525 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.86% (upper mid).
  • 3Y return: 22.68% (lower mid).
  • 1Y return: -1.34% (lower mid).
  • Alpha: 3.05 (upper mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 1.80 (upper mid).

IDBI Equity Advantage Fund

  • Bottom quartile AUM (₹485 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.97% (bottom quartile).
  • 3Y return: 20.84% (bottom quartile).
  • 1Y return: 16.92% (upper mid).
  • Alpha: 1.78 (lower mid).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

  • Bottom quartile AUM (₹1,318 Cr).
  • Established history (24+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (bottom quartile).
  • 3Y return: 20.64% (bottom quartile).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (bottom quartile).

SIP کے لیے بہترین سیکٹر فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Banking & Financial Services Fund Growth ₹42.1578
↓ -0.46 		₹8,371 500 -2.4105.919.222.819.6
Mahindra Dhan Sanchay Equity Savings Yojana Growth ₹20.6543
↓ -0.06 		₹547 500 0.85.32.39.911.88.3
SBI Healthcare Opportunities Fund Growth ₹427.923
↓ -2.41 		₹3,963 500 1.32.72.225.619.942.2
UTI Banking and Financial Services Fund Growth ₹185.364
↓ -2.14 		₹1,255 500 -4.86.51.316.422.511.1
TATA Banking and Financial Services Fund Growth ₹41.8739
↓ -0.50 		₹2,819 150 -5.67.31.217.921.29
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Banking & Financial Services FundMahindra Dhan Sanchay Equity Savings YojanaSBI Healthcare Opportunities FundUTI Banking and Financial Services FundTATA Banking and Financial Services Fund
Point 1Highest AUM (₹8,371 Cr).Bottom quartile AUM (₹547 Cr).Upper mid AUM (₹3,963 Cr).Bottom quartile AUM (₹1,255 Cr).Lower mid AUM (₹2,819 Cr).
Point 2Established history (10+ yrs).Established history (8+ yrs).Established history (20+ yrs).Oldest track record among peers (21 yrs).Established history (9+ yrs).
Point 3Not Rated.Not Rated.Rating: 2★ (upper mid).Top rated.Not Rated.
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 22.77% (top quartile).5Y return: 11.84% (bottom quartile).5Y return: 19.90% (bottom quartile).5Y return: 22.45% (upper mid).5Y return: 21.15% (lower mid).
Point 63Y return: 19.15% (upper mid).3Y return: 9.94% (bottom quartile).3Y return: 25.64% (top quartile).3Y return: 16.40% (bottom quartile).3Y return: 17.94% (lower mid).
Point 71Y return: 5.88% (top quartile).1Y return: 2.33% (upper mid).1Y return: 2.16% (lower mid).1Y return: 1.27% (bottom quartile).1Y return: 1.17% (bottom quartile).
Point 8Alpha: 0.46 (upper mid).Alpha: 0.00 (lower mid).Alpha: 2.04 (top quartile).Alpha: -3.36 (bottom quartile).Alpha: -3.57 (bottom quartile).
Point 9Sharpe: 0.28 (top quartile).Sharpe: -0.87 (bottom quartile).Sharpe: -0.05 (bottom quartile).Sharpe: 0.01 (upper mid).Sharpe: -0.01 (lower mid).
Point 10Information ratio: 0.69 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.38 (lower mid).Information ratio: 0.28 (bottom quartile).Information ratio: 0.56 (upper mid).

SBI Banking & Financial Services Fund

  • Highest AUM (₹8,371 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.77% (top quartile).
  • 3Y return: 19.15% (upper mid).
  • 1Y return: 5.88% (top quartile).
  • Alpha: 0.46 (upper mid).
  • Sharpe: 0.28 (top quartile).
  • Information ratio: 0.69 (top quartile).

Mahindra Dhan Sanchay Equity Savings Yojana

  • Bottom quartile AUM (₹547 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.84% (bottom quartile).
  • 3Y return: 9.94% (bottom quartile).
  • 1Y return: 2.33% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹3,963 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 19.90% (bottom quartile).
  • 3Y return: 25.64% (top quartile).
  • 1Y return: 2.16% (lower mid).
  • Alpha: 2.04 (top quartile).
  • Sharpe: -0.05 (bottom quartile).
  • Information ratio: 0.38 (lower mid).

UTI Banking and Financial Services Fund

  • Bottom quartile AUM (₹1,255 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.45% (upper mid).
  • 3Y return: 16.40% (bottom quartile).
  • 1Y return: 1.27% (bottom quartile).
  • Alpha: -3.36 (bottom quartile).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: 0.28 (bottom quartile).

TATA Banking and Financial Services Fund

  • Lower mid AUM (₹2,819 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 21.15% (lower mid).
  • 3Y return: 17.94% (lower mid).
  • 1Y return: 1.17% (bottom quartile).
  • Alpha: -3.57 (bottom quartile).
  • Sharpe: -0.01 (lower mid).
  • Information ratio: 0.56 (upper mid).

ایس آئی پی کے لیے بہترین فوکسڈ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Focused Equity Fund Growth ₹91.6
↓ -1.48 		₹12,560 100 -1.110.1-1.323.42526.5
HDFC Focused 30 Fund Growth ₹232.022
↓ -2.59 		₹22,444 300 0.48.61.423.129.124
DSP Focus Fund Growth ₹53.282
↓ -0.87 		₹2,513 500 -3.14.2-5.717.118.518.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
Franklin India Focused Equity Fund Growth ₹107.265
↓ -1.42 		₹12,263 500 -1.38.5-6.616.825.319.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundHDFC Focused 30 FundDSP Focus FundSundaram Select Focus FundFranklin India Focused Equity Fund
Point 1Upper mid AUM (₹12,560 Cr).Highest AUM (₹22,444 Cr).Bottom quartile AUM (₹2,513 Cr).Bottom quartile AUM (₹1,354 Cr).Lower mid AUM (₹12,263 Cr).
Point 2Established history (16+ yrs).Established history (21+ yrs).Established history (15+ yrs).Oldest track record among peers (23 yrs).Established history (18+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.00% (lower mid).5Y return: 29.13% (top quartile).5Y return: 18.49% (bottom quartile).5Y return: 17.29% (bottom quartile).5Y return: 25.25% (upper mid).
Point 63Y return: 23.40% (top quartile).3Y return: 23.08% (upper mid).3Y return: 17.14% (lower mid).3Y return: 17.03% (bottom quartile).3Y return: 16.81% (bottom quartile).
Point 71Y return: -1.26% (lower mid).1Y return: 1.37% (upper mid).1Y return: -5.75% (bottom quartile).1Y return: 24.49% (top quartile).1Y return: -6.62% (bottom quartile).
Point 8Alpha: 5.63 (upper mid).Alpha: 5.69 (top quartile).Alpha: -2.48 (bottom quartile).Alpha: -5.62 (bottom quartile).Alpha: -0.97 (lower mid).
Point 9Sharpe: -0.26 (lower mid).Sharpe: -0.07 (upper mid).Sharpe: -0.77 (bottom quartile).Sharpe: 1.85 (top quartile).Sharpe: -0.65 (bottom quartile).
Point 10Information ratio: 1.77 (top quartile).Information ratio: 1.54 (upper mid).Information ratio: 0.17 (bottom quartile).Information ratio: -0.52 (bottom quartile).Information ratio: 0.26 (lower mid).

ICICI Prudential Focused Equity Fund

  • Upper mid AUM (₹12,560 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.00% (lower mid).
  • 3Y return: 23.40% (top quartile).
  • 1Y return: -1.26% (lower mid).
  • Alpha: 5.63 (upper mid).
  • Sharpe: -0.26 (lower mid).
  • Information ratio: 1.77 (top quartile).

HDFC Focused 30 Fund

  • Highest AUM (₹22,444 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 29.13% (top quartile).
  • 3Y return: 23.08% (upper mid).
  • 1Y return: 1.37% (upper mid).
  • Alpha: 5.69 (top quartile).
  • Sharpe: -0.07 (upper mid).
  • Information ratio: 1.54 (upper mid).

DSP Focus Fund

  • Bottom quartile AUM (₹2,513 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.49% (bottom quartile).
  • 3Y return: 17.14% (lower mid).
  • 1Y return: -5.75% (bottom quartile).
  • Alpha: -2.48 (bottom quartile).
  • Sharpe: -0.77 (bottom quartile).
  • Information ratio: 0.17 (bottom quartile).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (bottom quartile).
  • 3Y return: 17.03% (bottom quartile).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

Franklin India Focused Equity Fund

  • Lower mid AUM (₹12,263 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.25% (upper mid).
  • 3Y return: 16.81% (bottom quartile).
  • 1Y return: -6.62% (bottom quartile).
  • Alpha: -0.97 (lower mid).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.26 (lower mid).

ایس آئی پی کے لیے بہترین ویلیو فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Value Fund Growth ₹95.6808
↓ -1.71 		₹1,019 500 -3.88.8-12.524.626.625.1
Nippon India Value Fund Growth ₹222.787
↓ -3.29 		₹8,584 100 -2.27.5-6.722.426.122.3
ICICI Prudential Value Discovery Fund Growth ₹471.58
↓ -2.86 		₹53,750 100 0.47.2-0.922.226.720
Aditya Birla Sun Life Pure Value Fund Growth ₹120.814
↓ -1.78 		₹5,879 1,000 -4.94.9-11.220.422.718.5
HDFC Capital Builder Value Fund Growth ₹729.896
↓ -10.11 		₹7,179 300 -2.89.1-5.519.722.820.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryJM Value FundNippon India Value FundICICI Prudential Value Discovery FundAditya Birla Sun Life Pure Value FundHDFC Capital Builder Value Fund
Point 1Bottom quartile AUM (₹1,019 Cr).Upper mid AUM (₹8,584 Cr).Highest AUM (₹53,750 Cr).Bottom quartile AUM (₹5,879 Cr).Lower mid AUM (₹7,179 Cr).
Point 2Established history (28+ yrs).Established history (20+ yrs).Established history (21+ yrs).Established history (17+ yrs).Oldest track record among peers (31 yrs).
Point 3Top rated.Not Rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 26.58% (upper mid).5Y return: 26.07% (lower mid).5Y return: 26.73% (top quartile).5Y return: 22.74% (bottom quartile).5Y return: 22.75% (bottom quartile).
Point 63Y return: 24.64% (top quartile).3Y return: 22.36% (upper mid).3Y return: 22.16% (lower mid).3Y return: 20.41% (bottom quartile).3Y return: 19.67% (bottom quartile).
Point 71Y return: -12.48% (bottom quartile).1Y return: -6.69% (lower mid).1Y return: -0.94% (top quartile).1Y return: -11.16% (bottom quartile).1Y return: -5.53% (upper mid).
Point 8Alpha: -10.12 (bottom quartile).Alpha: -2.33 (lower mid).Alpha: 0.62 (top quartile).Alpha: -6.25 (bottom quartile).Alpha: 0.37 (upper mid).
Point 9Sharpe: -1.17 (bottom quartile).Sharpe: -0.77 (lower mid).Sharpe: -0.55 (top quartile).Sharpe: -0.92 (bottom quartile).Sharpe: -0.58 (upper mid).
Point 10Information ratio: 1.05 (bottom quartile).Information ratio: 1.65 (top quartile).Information ratio: 1.25 (lower mid).Information ratio: 0.49 (bottom quartile).Information ratio: 1.35 (upper mid).

JM Value Fund

  • Bottom quartile AUM (₹1,019 Cr).
  • Established history (28+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 26.58% (upper mid).
  • 3Y return: 24.64% (top quartile).
  • 1Y return: -12.48% (bottom quartile).
  • Alpha: -10.12 (bottom quartile).
  • Sharpe: -1.17 (bottom quartile).
  • Information ratio: 1.05 (bottom quartile).

Nippon India Value Fund

  • Upper mid AUM (₹8,584 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.07% (lower mid).
  • 3Y return: 22.36% (upper mid).
  • 1Y return: -6.69% (lower mid).
  • Alpha: -2.33 (lower mid).
  • Sharpe: -0.77 (lower mid).
  • Information ratio: 1.65 (top quartile).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹53,750 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.73% (top quartile).
  • 3Y return: 22.16% (lower mid).
  • 1Y return: -0.94% (top quartile).
  • Alpha: 0.62 (top quartile).
  • Sharpe: -0.55 (top quartile).
  • Information ratio: 1.25 (lower mid).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹5,879 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.74% (bottom quartile).
  • 3Y return: 20.41% (bottom quartile).
  • 1Y return: -11.16% (bottom quartile).
  • Alpha: -6.25 (bottom quartile).
  • Sharpe: -0.92 (bottom quartile).
  • Information ratio: 0.49 (bottom quartile).

HDFC Capital Builder Value Fund

  • Lower mid AUM (₹7,179 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.75% (bottom quartile).
  • 3Y return: 19.67% (bottom quartile).
  • 1Y return: -5.53% (upper mid).
  • Alpha: 0.37 (upper mid).
  • Sharpe: -0.58 (upper mid).
  • Information ratio: 1.35 (upper mid).

ایس آئی پی کیلکولیٹر

SIP کیلکولیٹر ان موثر ٹولز میں سے ایک ہے جو ایک سرمایہ کار میوچل فنڈز میں سرمایہ کاری کے دوران استعمال کر سکتا ہے۔ چاہے کوئی گاڑی/گھر خریدنے، ریٹائرمنٹ کا منصوبہ، بچے کی اعلیٰ تعلیم یا کوئی اور اثاثہ خریدنے کے لیے سرمایہ کاری کرنا چاہتا ہو، اس کے لیے SIP کیلکولیٹر استعمال کیا جا سکتا ہے۔ یہ سرمایہ کاری کی مقدار اور وقت کی مدت کا حساب لگانے میں مدد کرتا ہے جو مخصوص مالیاتی ہدف تک پہنچنے کے لیے سرمایہ کاری کے لیے درکار ہے۔ لہذا، عام سوالات جیسے "کتنا کرناSIP میں سرمایہ کاری کریں۔ یا اس وقت تک میں کیسے سرمایہ کاری کروں"، اس کیلکولیٹر کا استعمال کرتے ہوئے حل کرتا ہے۔

ایس آئی پی کیلکولیٹر کا استعمال کرتے وقت، کسی کو کچھ متغیرات کو پُر کرنا پڑتا ہے، جن میں شامل ہیں (مثال ذیل میں دی گئی ہے)-

  • مطلوبہ سرمایہ کاری کی مدت
  • تخمینہ شدہ ماہانہ SIP رقم
  • متوقعمہنگائی آنے والے سالوں کے لیے شرح (سالانہ)
  • سرمایہ کاری پر طویل مدتی ترقی کی شرح

SIP-Calculator

ایک بار جب آپ اوپر دی گئی تمام معلومات کو فیڈ کر دیں گے، تو کیلکولیٹر آپ کو وہ رقم دے گا جو آپ کو سال کی تعداد کے بعد موصول ہو گی (آپ کی ایس آئی پی کی واپسی)۔ آپ کے خالص منافع کو بھی نمایاں کیا جائے گا تاکہ آپ اس کے مطابق اپنے ہدف کی تکمیل کا اندازہ لگا سکیں۔

بہترین میوچل فنڈز میں کیسے سرمایہ کاری کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
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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