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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on September 1, 2025 , 24698 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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  • شادی
  • بچے کی تعلیم
  • بین الاقوامی سفر کے لیے بچت کریں۔
  • ریٹائرمنٹ
  • طبی ایمرجنسی وغیرہ۔

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 ₹90.9686
↑ 0.54
₹44,165 100 2.716.3119.323.418.2
ICICI Prudential Bluechip Fund Growth ₹109.96
↑ 0.46
₹71,788 100 214.1-0.218.12116.9
DSP TOP 100 Equity Growth ₹464.781
↑ 1.27
₹6,399 500 -0.610.5-1.317.218.220.5
Invesco India Largecap Fund Growth ₹69.11
↑ 0.42
₹1,528 100 217.4-1.216.318.720
HDFC Top 100 Fund Growth ₹1,128.57
↑ 7.03
₹38,117 300 1.611-3.91620.411.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 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 (₹44,165 Cr).Highest AUM (₹71,788 Cr).Bottom quartile AUM (₹6,399 Cr).Bottom quartile AUM (₹1,528 Cr).Lower mid AUM (₹38,117 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: 23.45% (top quartile).5Y return: 20.96% (upper mid).5Y return: 18.20% (bottom quartile).5Y return: 18.71% (bottom quartile).5Y return: 20.37% (lower mid).
Point 63Y return: 19.28% (top quartile).3Y return: 18.10% (upper mid).3Y return: 17.24% (lower mid).3Y return: 16.31% (bottom quartile).3Y return: 16.03% (bottom quartile).
Point 71Y return: 1.03% (top quartile).1Y return: -0.18% (upper mid).1Y return: -1.29% (bottom quartile).1Y return: -1.23% (lower mid).1Y return: -3.93% (bottom quartile).
Point 8Alpha: 0.61 (lower mid).Alpha: 1.58 (upper mid).Alpha: 0.42 (bottom quartile).Alpha: 2.28 (top quartile).Alpha: -2.13 (bottom quartile).
Point 9Sharpe: -0.37 (lower mid).Sharpe: -0.35 (upper mid).Sharpe: -0.38 (bottom quartile).Sharpe: -0.32 (top quartile).Sharpe: -0.64 (bottom quartile).
Point 10Information ratio: 1.84 (top quartile).Information ratio: 1.50 (upper mid).Information ratio: 0.84 (bottom quartile).Information ratio: 0.62 (bottom quartile).Information ratio: 0.96 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹44,165 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.45% (top quartile).
  • 3Y return: 19.28% (top quartile).
  • 1Y return: 1.03% (top quartile).
  • Alpha: 0.61 (lower mid).
  • Sharpe: -0.37 (lower mid).
  • Information ratio: 1.84 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹71,788 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.96% (upper mid).
  • 3Y return: 18.10% (upper mid).
  • 1Y return: -0.18% (upper mid).
  • Alpha: 1.58 (upper mid).
  • Sharpe: -0.35 (upper mid).
  • Information ratio: 1.50 (upper mid).

DSP TOP 100 Equity

  • Bottom quartile AUM (₹6,399 Cr).
  • Established history (22+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.20% (bottom quartile).
  • 3Y return: 17.24% (lower mid).
  • 1Y return: -1.29% (bottom quartile).
  • Alpha: 0.42 (bottom quartile).
  • Sharpe: -0.38 (bottom quartile).
  • Information ratio: 0.84 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,528 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.71% (bottom quartile).
  • 3Y return: 16.31% (bottom quartile).
  • 1Y return: -1.23% (lower mid).
  • Alpha: 2.28 (top quartile).
  • Sharpe: -0.32 (top quartile).
  • Information ratio: 0.62 (bottom quartile).

HDFC Top 100 Fund

  • Lower mid AUM (₹38,117 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.37% (lower mid).
  • 3Y return: 16.03% (bottom quartile).
  • 1Y return: -3.93% (bottom quartile).
  • Alpha: -2.13 (bottom quartile).
  • Sharpe: -0.64 (bottom quartile).
  • Information ratio: 0.96 (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 (%)
Motilal Oswal Multicap 35 Fund Growth ₹62.6902
↑ 0.11
₹13,727 500 5.417.94.22319.645.7
Nippon India Multi Cap Fund Growth ₹300.655
↑ 1.86
₹45,881 100 2.219.90.322.929.125.8
HDFC Equity Fund Growth ₹1,998.1
↑ 15.26
₹80,642 300 3.315.2522.427.423.5
JM Multicap Fund Growth ₹96.948
↑ 0.53
₹5,957 500 1.311.9-10.521.824.833.3
ICICI Prudential Multicap Fund Growth ₹787.39
↑ 4.21
₹15,523 100 0.614.5-3.520.123.520.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Multicap 35 FundNippon India Multi Cap FundHDFC Equity FundJM Multicap FundICICI Prudential Multicap Fund
Point 1Bottom quartile AUM (₹13,727 Cr).Upper mid AUM (₹45,881 Cr).Highest AUM (₹80,642 Cr).Bottom quartile AUM (₹5,957 Cr).Lower mid AUM (₹15,523 Cr).
Point 2Established history (11+ yrs).Established history (20+ yrs).Oldest track record among peers (30 yrs).Established history (16+ yrs).Established history (30+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper 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: 19.59% (bottom quartile).5Y return: 29.08% (top quartile).5Y return: 27.39% (upper mid).5Y return: 24.83% (lower mid).5Y return: 23.48% (bottom quartile).
Point 63Y return: 22.96% (top quartile).3Y return: 22.91% (upper mid).3Y return: 22.37% (lower mid).3Y return: 21.78% (bottom quartile).3Y return: 20.08% (bottom quartile).
Point 71Y return: 4.20% (upper mid).1Y return: 0.26% (lower mid).1Y return: 5.00% (top quartile).1Y return: -10.50% (bottom quartile).1Y return: -3.46% (bottom quartile).
Point 8Alpha: 10.18 (top quartile).Alpha: 2.00 (lower mid).Alpha: 4.65 (upper mid).Alpha: -9.56 (bottom quartile).Alpha: -0.54 (bottom quartile).
Point 9Sharpe: 0.11 (top quartile).Sharpe: -0.27 (lower mid).Sharpe: -0.02 (upper mid).Sharpe: -1.04 (bottom quartile).Sharpe: -0.43 (bottom quartile).
Point 10Information ratio: 0.80 (bottom quartile).Information ratio: 0.95 (upper mid).Information ratio: 1.60 (top quartile).Information ratio: 0.94 (lower mid).Information ratio: 0.37 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Bottom quartile AUM (₹13,727 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.59% (bottom quartile).
  • 3Y return: 22.96% (top quartile).
  • 1Y return: 4.20% (upper mid).
  • Alpha: 10.18 (top quartile).
  • Sharpe: 0.11 (top quartile).
  • Information ratio: 0.80 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹45,881 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.08% (top quartile).
  • 3Y return: 22.91% (upper mid).
  • 1Y return: 0.26% (lower mid).
  • Alpha: 2.00 (lower mid).
  • Sharpe: -0.27 (lower mid).
  • Information ratio: 0.95 (upper mid).

HDFC Equity Fund

  • Highest AUM (₹80,642 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.39% (upper mid).
  • 3Y return: 22.37% (lower mid).
  • 1Y return: 5.00% (top quartile).
  • Alpha: 4.65 (upper mid).
  • Sharpe: -0.02 (upper mid).
  • Information ratio: 1.60 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹5,957 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.83% (lower mid).
  • 3Y return: 21.78% (bottom quartile).
  • 1Y return: -10.50% (bottom quartile).
  • Alpha: -9.56 (bottom quartile).
  • Sharpe: -1.04 (bottom quartile).
  • Information ratio: 0.94 (lower mid).

ICICI Prudential Multicap Fund

  • Lower mid AUM (₹15,523 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.48% (bottom quartile).
  • 3Y return: 20.08% (bottom quartile).
  • 1Y return: -3.46% (bottom quartile).
  • Alpha: -0.54 (bottom quartile).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.37 (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 ₹180.32
↑ 1.25
₹7,802 500 6279.227.227.843.1
ICICI Prudential MidCap Fund Growth ₹296.61
↑ 3.09
₹6,654 100 2.422.5121.525.827
TATA Mid Cap Growth Fund Growth ₹428.437
↑ 1.58
₹4,984 150 2.918.6-5.219.824.122.7
BNP Paribas Mid Cap Fund Growth ₹100.889
↑ 0.78
₹2,183 300 1.916.3-3.81923.928.5
Aditya Birla Sun Life Midcap Fund Growth ₹781.12
↑ 4.27
₹6,106 1,000 1.718.5-2.818.423.922
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 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 (₹7,802 Cr).Upper mid AUM (₹6,654 Cr).Bottom quartile AUM (₹4,984 Cr).Bottom quartile AUM (₹2,183 Cr).Lower mid AUM (₹6,106 Cr).
Point 2Established history (18+ yrs).Established history (20+ yrs).Oldest track record among peers (31 yrs).Established history (19+ yrs).Established history (22+ 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: 27.79% (top quartile).5Y return: 25.83% (upper mid).5Y return: 24.07% (lower mid).5Y return: 23.93% (bottom quartile).5Y return: 23.88% (bottom quartile).
Point 63Y return: 27.15% (top quartile).3Y return: 21.49% (upper mid).3Y return: 19.75% (lower mid).3Y return: 19.03% (bottom quartile).3Y return: 18.35% (bottom quartile).
Point 71Y return: 9.25% (top quartile).1Y return: 1.02% (upper mid).1Y return: -5.18% (bottom quartile).1Y return: -3.79% (bottom quartile).1Y return: -2.80% (lower mid).
Point 8Alpha: 0.00 (upper mid).Alpha: 2.10 (top quartile).Alpha: -4.59 (bottom quartile).Alpha: -2.60 (bottom quartile).Alpha: -0.08 (lower mid).
Point 9Sharpe: 0.32 (top quartile).Sharpe: -0.22 (upper mid).Sharpe: -0.59 (bottom quartile).Sharpe: -0.49 (bottom quartile).Sharpe: -0.33 (lower mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.41 (upper mid).Information ratio: -0.81 (lower mid).Information ratio: -0.92 (bottom quartile).Information ratio: -1.00 (bottom quartile).

Invesco India Mid Cap Fund

  • Highest AUM (₹7,802 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.79% (top quartile).
  • 3Y return: 27.15% (top quartile).
  • 1Y return: 9.25% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.00 (top quartile).

ICICI Prudential MidCap Fund

  • Upper mid AUM (₹6,654 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.83% (upper mid).
  • 3Y return: 21.49% (upper mid).
  • 1Y return: 1.02% (upper mid).
  • Alpha: 2.10 (top quartile).
  • Sharpe: -0.22 (upper mid).
  • Information ratio: -0.41 (upper mid).

TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,984 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.07% (lower mid).
  • 3Y return: 19.75% (lower mid).
  • 1Y return: -5.18% (bottom quartile).
  • Alpha: -4.59 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.81 (lower mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,183 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 23.93% (bottom quartile).
  • 3Y return: 19.03% (bottom quartile).
  • 1Y return: -3.79% (bottom quartile).
  • Alpha: -2.60 (bottom quartile).
  • Sharpe: -0.49 (bottom quartile).
  • Information ratio: -0.92 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

  • Lower mid AUM (₹6,106 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.88% (bottom quartile).
  • 3Y return: 18.35% (bottom quartile).
  • 1Y return: -2.80% (lower mid).
  • Alpha: -0.08 (lower mid).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: -1.00 (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 ₹142.389
↑ 0.08
₹36,353 300 4.826-0.323.430.120.4
Nippon India Small Cap Fund Growth ₹168.628
↑ 1.18
₹65,922 100 1.421.6-6.423.232.326.1
Franklin India Smaller Companies Fund Growth ₹169.025
↑ 0.73
₹13,825 500 -1.418.8-9.422.729.223.2
DSP Small Cap Fund  Growth ₹197.356
↑ 0.38
₹17,005 500 1.325.7-2.320.427.325.6
Sundaram Small Cap Fund Growth ₹256.247
↑ 2.01
₹3,394 100 1.423.7-3.819.827.419.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Small Cap FundNippon India Small Cap FundFranklin India Smaller Companies FundDSP Small Cap Fund Sundaram Small Cap Fund
Point 1Upper mid AUM (₹36,353 Cr).Highest AUM (₹65,922 Cr).Bottom quartile AUM (₹13,825 Cr).Lower mid AUM (₹17,005 Cr).Bottom quartile AUM (₹3,394 Cr).
Point 2Established history (17+ yrs).Established history (14+ yrs).Established history (19+ yrs).Established history (18+ yrs).Oldest track record among peers (20 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).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: 30.14% (upper mid).5Y return: 32.32% (top quartile).5Y return: 29.20% (lower mid).5Y return: 27.28% (bottom quartile).5Y return: 27.45% (bottom quartile).
Point 63Y return: 23.42% (top quartile).3Y return: 23.20% (upper mid).3Y return: 22.74% (lower mid).3Y return: 20.43% (bottom quartile).3Y return: 19.80% (bottom quartile).
Point 71Y return: -0.26% (top quartile).1Y return: -6.43% (bottom quartile).1Y return: -9.42% (bottom quartile).1Y return: -2.28% (upper mid).1Y return: -3.80% (lower mid).
Point 8Alpha: 0.00 (upper mid).Alpha: -3.84 (bottom quartile).Alpha: -5.51 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 3.14 (top quartile).
Point 9Sharpe: -0.17 (upper mid).Sharpe: -0.51 (bottom quartile).Sharpe: -0.59 (bottom quartile).Sharpe: -0.06 (top quartile).Sharpe: -0.17 (lower mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.06 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: -0.51 (bottom quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 30.14% (upper mid).
  • 3Y return: 23.42% (top quartile).
  • 1Y return: -0.26% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹65,922 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.32% (top quartile).
  • 3Y return: 23.20% (upper mid).
  • 1Y return: -6.43% (bottom quartile).
  • Alpha: -3.84 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,825 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.20% (lower mid).
  • 3Y return: 22.74% (lower mid).
  • 1Y return: -9.42% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).

DSP Small Cap Fund 

  • Lower mid AUM (₹17,005 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.28% (bottom quartile).
  • 3Y return: 20.43% (bottom quartile).
  • 1Y return: -2.28% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.00 (lower mid).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,394 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.45% (bottom quartile).
  • 3Y return: 19.80% (bottom quartile).
  • 1Y return: -3.80% (lower mid).
  • Alpha: 3.14 (top quartile).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: -0.51 (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 ₹51.2326
↑ 0.50
₹4,402 500 -0.624.5-1.624.824.847.7
SBI Magnum Tax Gain Fund Growth ₹432.631
↑ 3.02
₹30,271 500 0.612.1-3.423.624.627.7
HDFC Tax Saver Fund Growth ₹1,414.37
↑ 9.06
₹16,579 500 2.715.32.121.624.421.3
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 3 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 (₹4,402 Cr).Highest AUM (₹30,271 Cr).Upper mid AUM (₹16,579 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 (11+ 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: 24.79% (top quartile).5Y return: 24.60% (upper mid).5Y return: 24.39% (lower mid).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (bottom quartile).
Point 63Y return: 24.77% (top quartile).3Y return: 23.57% (upper mid).3Y return: 21.62% (lower mid).3Y return: 20.84% (bottom quartile).3Y return: 20.64% (bottom quartile).
Point 71Y return: -1.60% (bottom quartile).1Y return: -3.41% (bottom quartile).1Y return: 2.12% (lower mid).1Y return: 16.92% (upper mid).1Y return: 35.51% (top quartile).
Point 8Alpha: 11.36 (top quartile).Alpha: -1.89 (bottom quartile).Alpha: 3.09 (upper mid).Alpha: 1.78 (lower mid).Alpha: 1.75 (bottom quartile).
Point 9Sharpe: 0.04 (lower mid).Sharpe: -0.62 (bottom quartile).Sharpe: -0.18 (bottom quartile).Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).
Point 10Information ratio: 0.92 (lower mid).Information ratio: 2.16 (top quartile).Information ratio: 1.67 (upper mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,402 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 24.79% (top quartile).
  • 3Y return: 24.77% (top quartile).
  • 1Y return: -1.60% (bottom quartile).
  • Alpha: 11.36 (top quartile).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: 0.92 (lower mid).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹30,271 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.60% (upper mid).
  • 3Y return: 23.57% (upper mid).
  • 1Y return: -3.41% (bottom quartile).
  • Alpha: -1.89 (bottom quartile).
  • Sharpe: -0.62 (bottom quartile).
  • Information ratio: 2.16 (top quartile).

HDFC Tax Saver Fund

  • Upper mid AUM (₹16,579 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.39% (lower mid).
  • 3Y return: 21.62% (lower mid).
  • 1Y return: 2.12% (lower mid).
  • Alpha: 3.09 (upper mid).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: 1.67 (upper mid).

IDBI Equity Advantage Fund

  • Bottom quartile AUM (₹485 Cr).
  • Established history (11+ 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 ₹41.6954
↑ 0.24
₹8,450 500 1.616.99.517.820.519.6
Baroda Pioneer Banking And Financial Services Fund Growth ₹46.6136
↑ 0.30
₹297 500 -1.713.97.815.318.512.5
TATA Banking and Financial Services Fund Growth ₹41.6767
↑ 0.29
₹2,895 150 -1.214.35.816.719.19
SBI Healthcare Opportunities Fund Growth ₹429.143
↑ 0.38
₹4,027 500 312.15.526.320.542.2
ICICI Prudential Banking and Financial Services Fund Growth ₹130.88
↑ 0.60
₹9,930 100 -1.113.75.514.919.811.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Banking & Financial Services FundBaroda Pioneer Banking And Financial Services FundTATA Banking and Financial Services FundSBI Healthcare Opportunities FundICICI Prudential Banking and Financial Services Fund
Point 1Upper mid AUM (₹8,450 Cr).Bottom quartile AUM (₹297 Cr).Bottom quartile AUM (₹2,895 Cr).Lower mid AUM (₹4,027 Cr).Highest AUM (₹9,930 Cr).
Point 2Established history (10+ yrs).Established history (13+ yrs).Established history (9+ yrs).Oldest track record among peers (20 yrs).Established history (17+ yrs).
Point 3Not Rated.Rating: 2★ (upper mid).Not Rated.Rating: 2★ (lower mid).Top rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 20.45% (upper mid).5Y return: 18.46% (bottom quartile).5Y return: 19.15% (bottom quartile).5Y return: 20.50% (top quartile).5Y return: 19.85% (lower mid).
Point 63Y return: 17.80% (upper mid).3Y return: 15.29% (bottom quartile).3Y return: 16.74% (lower mid).3Y return: 26.34% (top quartile).3Y return: 14.93% (bottom quartile).
Point 71Y return: 9.55% (top quartile).1Y return: 7.77% (upper mid).1Y return: 5.75% (lower mid).1Y return: 5.52% (bottom quartile).1Y return: 5.51% (bottom quartile).
Point 8Alpha: -2.42 (lower mid).Alpha: -2.36 (upper mid).Alpha: -4.10 (bottom quartile).Alpha: 3.04 (top quartile).Alpha: -3.35 (bottom quartile).
Point 9Sharpe: 0.48 (lower mid).Sharpe: 0.50 (upper mid).Sharpe: 0.36 (bottom quartile).Sharpe: 0.60 (top quartile).Sharpe: 0.37 (bottom quartile).
Point 10Information ratio: 0.59 (top quartile).Information ratio: 0.33 (bottom quartile).Information ratio: 0.59 (upper mid).Information ratio: 0.38 (lower mid).Information ratio: 0.18 (bottom quartile).

SBI Banking & Financial Services Fund

  • Upper mid AUM (₹8,450 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.45% (upper mid).
  • 3Y return: 17.80% (upper mid).
  • 1Y return: 9.55% (top quartile).
  • Alpha: -2.42 (lower mid).
  • Sharpe: 0.48 (lower mid).
  • Information ratio: 0.59 (top quartile).

Baroda Pioneer Banking And Financial Services Fund

  • Bottom quartile AUM (₹297 Cr).
  • Established history (13+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.46% (bottom quartile).
  • 3Y return: 15.29% (bottom quartile).
  • 1Y return: 7.77% (upper mid).
  • Alpha: -2.36 (upper mid).
  • Sharpe: 0.50 (upper mid).
  • Information ratio: 0.33 (bottom quartile).

TATA Banking and Financial Services Fund

  • Bottom quartile AUM (₹2,895 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 19.15% (bottom quartile).
  • 3Y return: 16.74% (lower mid).
  • 1Y return: 5.75% (lower mid).
  • Alpha: -4.10 (bottom quartile).
  • Sharpe: 0.36 (bottom quartile).
  • Information ratio: 0.59 (upper mid).

SBI Healthcare Opportunities Fund

  • Lower mid AUM (₹4,027 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.50% (top quartile).
  • 3Y return: 26.34% (top quartile).
  • 1Y return: 5.52% (bottom quartile).
  • Alpha: 3.04 (top quartile).
  • Sharpe: 0.60 (top quartile).
  • Information ratio: 0.38 (lower mid).

ICICI Prudential Banking and Financial Services Fund

  • Highest AUM (₹9,930 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.85% (lower mid).
  • 3Y return: 14.93% (bottom quartile).
  • 1Y return: 5.51% (bottom quartile).
  • Alpha: -3.35 (bottom quartile).
  • Sharpe: 0.37 (bottom quartile).
  • Information ratio: 0.18 (bottom quartile).

ایس آئی پی کے لیے بہترین فوکسڈ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Focused 30 Fund Growth ₹231.97
↑ 1.66
₹21,456 300 3.614.9622.327.424
ICICI Prudential Focused Equity Fund Growth ₹92.16
↑ 0.46
₹12,380 100 3.1192.922.323.926.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
DSP Focus Fund Growth ₹53.229
↑ 0.04
₹2,595 500 -0.711.3-4.316.517.818.5
Franklin India Focused Equity Fund Growth ₹108.026
↑ 0.65
₹12,421 500 3.114.1-2.216.423.219.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Focused 30 FundICICI Prudential Focused Equity FundSundaram Select Focus FundDSP Focus FundFranklin India Focused Equity Fund
Point 1Highest AUM (₹21,456 Cr).Lower mid AUM (₹12,380 Cr).Bottom quartile AUM (₹1,354 Cr).Bottom quartile AUM (₹2,595 Cr).Upper mid AUM (₹12,421 Cr).
Point 2Established history (20+ yrs).Established history (16+ yrs).Oldest track record among peers (23 yrs).Established history (15+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).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: 27.40% (top quartile).5Y return: 23.94% (upper mid).5Y return: 17.29% (bottom quartile).5Y return: 17.78% (bottom quartile).5Y return: 23.20% (lower mid).
Point 63Y return: 22.33% (top quartile).3Y return: 22.30% (upper mid).3Y return: 17.03% (lower mid).3Y return: 16.46% (bottom quartile).3Y return: 16.43% (bottom quartile).
Point 71Y return: 6.03% (upper mid).1Y return: 2.86% (lower mid).1Y return: 24.49% (top quartile).1Y return: -4.33% (bottom quartile).1Y return: -2.24% (bottom quartile).
Point 8Alpha: 4.74 (upper mid).Alpha: 5.93 (top quartile).Alpha: -5.62 (bottom quartile).Alpha: 2.09 (lower mid).Alpha: -0.18 (bottom quartile).
Point 9Sharpe: 0.01 (upper mid).Sharpe: -0.08 (lower mid).Sharpe: 1.85 (top quartile).Sharpe: -0.28 (bottom quartile).Sharpe: -0.43 (bottom quartile).
Point 10Information ratio: 1.44 (upper mid).Information ratio: 1.48 (top quartile).Information ratio: -0.52 (bottom quartile).Information ratio: 0.26 (lower mid).Information ratio: 0.15 (bottom quartile).

HDFC Focused 30 Fund

  • Highest AUM (₹21,456 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.40% (top quartile).
  • 3Y return: 22.33% (top quartile).
  • 1Y return: 6.03% (upper mid).
  • Alpha: 4.74 (upper mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: 1.44 (upper mid).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹12,380 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.94% (upper mid).
  • 3Y return: 22.30% (upper mid).
  • 1Y return: 2.86% (lower mid).
  • Alpha: 5.93 (top quartile).
  • Sharpe: -0.08 (lower mid).
  • Information ratio: 1.48 (top quartile).

Sundaram Select Focus Fund

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

DSP Focus Fund

  • Bottom quartile AUM (₹2,595 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.78% (bottom quartile).
  • 3Y return: 16.46% (bottom quartile).
  • 1Y return: -4.33% (bottom quartile).
  • Alpha: 2.09 (lower mid).
  • Sharpe: -0.28 (bottom quartile).
  • Information ratio: 0.26 (lower mid).

Franklin India Focused Equity Fund

  • Upper mid AUM (₹12,421 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.20% (lower mid).
  • 3Y return: 16.43% (bottom quartile).
  • 1Y return: -2.24% (bottom quartile).
  • Alpha: -0.18 (bottom quartile).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.15 (bottom quartile).

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 ₹96.2229
↑ 0.45
₹1,062 500 -114.9-1323.725.225.1
ICICI Prudential Value Discovery Fund Growth ₹467.06
↓ -0.11
₹53,716 100 113.2-0.121.625.520
Nippon India Value Fund Growth ₹222.859
↑ 1.35
₹8,768 100 1.213.6-3.721.22522.3
HDFC Capital Builder Value Fund Growth ₹730.665
↑ 2.81
₹7,348 300 1.216-2.418.92220.7
Aditya Birla Sun Life Pure Value Fund Growth ₹120.525
↑ 0.76
₹6,099 1,000 -213.8-10.318.621.418.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryJM Value FundICICI Prudential Value Discovery FundNippon India Value FundHDFC Capital Builder Value FundAditya Birla Sun Life Pure Value Fund
Point 1Bottom quartile AUM (₹1,062 Cr).Highest AUM (₹53,716 Cr).Upper mid AUM (₹8,768 Cr).Lower mid AUM (₹7,348 Cr).Bottom quartile AUM (₹6,099 Cr).
Point 2Established history (28+ yrs).Established history (21+ yrs).Established history (20+ yrs).Oldest track record among peers (31 yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Not Rated.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: 25.24% (upper mid).5Y return: 25.53% (top quartile).5Y return: 25.01% (lower mid).5Y return: 22.02% (bottom quartile).5Y return: 21.37% (bottom quartile).
Point 63Y return: 23.69% (top quartile).3Y return: 21.62% (upper mid).3Y return: 21.20% (lower mid).3Y return: 18.93% (bottom quartile).3Y return: 18.65% (bottom quartile).
Point 71Y return: -12.96% (bottom quartile).1Y return: -0.06% (top quartile).1Y return: -3.67% (lower mid).1Y return: -2.36% (upper mid).1Y return: -10.31% (bottom quartile).
Point 8Alpha: -8.41 (bottom quartile).Alpha: 1.35 (upper mid).Alpha: -0.35 (lower mid).Alpha: 1.74 (top quartile).Alpha: -3.62 (bottom quartile).
Point 9Sharpe: -0.92 (bottom quartile).Sharpe: -0.31 (top quartile).Sharpe: -0.46 (lower mid).Sharpe: -0.32 (upper mid).Sharpe: -0.62 (bottom quartile).
Point 10Information ratio: 1.11 (lower mid).Information ratio: 1.04 (bottom quartile).Information ratio: 1.73 (top quartile).Information ratio: 1.34 (upper mid).Information ratio: 0.59 (bottom quartile).

JM Value Fund

  • Bottom quartile AUM (₹1,062 Cr).
  • Established history (28+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 25.24% (upper mid).
  • 3Y return: 23.69% (top quartile).
  • 1Y return: -12.96% (bottom quartile).
  • Alpha: -8.41 (bottom quartile).
  • Sharpe: -0.92 (bottom quartile).
  • Information ratio: 1.11 (lower mid).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹53,716 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.53% (top quartile).
  • 3Y return: 21.62% (upper mid).
  • 1Y return: -0.06% (top quartile).
  • Alpha: 1.35 (upper mid).
  • Sharpe: -0.31 (top quartile).
  • Information ratio: 1.04 (bottom quartile).

Nippon India Value Fund

  • Upper mid AUM (₹8,768 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.01% (lower mid).
  • 3Y return: 21.20% (lower mid).
  • 1Y return: -3.67% (lower mid).
  • Alpha: -0.35 (lower mid).
  • Sharpe: -0.46 (lower mid).
  • Information ratio: 1.73 (top quartile).

HDFC Capital Builder Value Fund

  • Lower mid AUM (₹7,348 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.02% (bottom quartile).
  • 3Y return: 18.93% (bottom quartile).
  • 1Y return: -2.36% (upper mid).
  • Alpha: 1.74 (top quartile).
  • Sharpe: -0.32 (upper mid).
  • Information ratio: 1.34 (upper mid).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,099 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.37% (bottom quartile).
  • 3Y return: 18.65% (bottom quartile).
  • 1Y return: -10.31% (bottom quartile).
  • Alpha: -3.62 (bottom quartile).
  • Sharpe: -0.62 (bottom quartile).
  • Information ratio: 0.59 (bottom quartile).

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!

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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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