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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on January 6, 2026 , 24951 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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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 ₹93.1574
↓ -1.14 		₹50,312 100 1.71.88.419.519.19.2
ICICI Prudential Bluechip Fund Growth ₹114.7
↓ -1.35 		₹78,160 100 3.42.610.618.41711.3
DSP TOP 100 Equity Growth ₹483.481
↓ -3.62 		₹7,187 500 2.50.77.518.2148.4
Bandhan Large Cap Fund Growth ₹79.993
↓ -1.02 		₹2,051 100 3.33.38.81814.38.2
Invesco India Largecap Fund Growth ₹70.65
↓ -0.78 		₹1,723 100 0.90.15.517.815.15.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundDSP TOP 100 EquityBandhan Large Cap FundInvesco India Largecap Fund
Point 1Upper mid AUM (₹50,312 Cr).Highest AUM (₹78,160 Cr).Lower mid AUM (₹7,187 Cr).Bottom quartile AUM (₹2,051 Cr).Bottom quartile AUM (₹1,723 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (22 yrs).Established history (19+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 3★ (lower 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: 19.15% (top quartile).5Y return: 16.97% (upper mid).5Y return: 13.98% (bottom quartile).5Y return: 14.29% (bottom quartile).5Y return: 15.11% (lower mid).
Point 63Y return: 19.48% (top quartile).3Y return: 18.40% (upper mid).3Y return: 18.22% (lower mid).3Y return: 17.95% (bottom quartile).3Y return: 17.84% (bottom quartile).
Point 71Y return: 8.43% (lower mid).1Y return: 10.60% (top quartile).1Y return: 7.45% (bottom quartile).1Y return: 8.78% (upper mid).1Y return: 5.48% (bottom quartile).
Point 8Alpha: -0.13 (upper mid).Alpha: 1.62 (top quartile).Alpha: -1.23 (bottom quartile).Alpha: -0.76 (lower mid).Alpha: -2.03 (bottom quartile).
Point 9Sharpe: 0.22 (upper mid).Sharpe: 0.33 (top quartile).Sharpe: 0.12 (bottom quartile).Sharpe: 0.17 (lower mid).Sharpe: 0.06 (bottom quartile).
Point 10Information ratio: 1.45 (top quartile).Information ratio: 1.40 (upper mid).Information ratio: 0.76 (bottom quartile).Information ratio: 0.73 (bottom quartile).Information ratio: 0.84 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹50,312 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.15% (top quartile).
  • 3Y return: 19.48% (top quartile).
  • 1Y return: 8.43% (lower mid).
  • Alpha: -0.13 (upper mid).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: 1.45 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹78,160 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.97% (upper mid).
  • 3Y return: 18.40% (upper mid).
  • 1Y return: 10.60% (top quartile).
  • Alpha: 1.62 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 1.40 (upper mid).

DSP TOP 100 Equity

  • Lower mid AUM (₹7,187 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.98% (bottom quartile).
  • 3Y return: 18.22% (lower mid).
  • 1Y return: 7.45% (bottom quartile).
  • Alpha: -1.23 (bottom quartile).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: 0.76 (bottom quartile).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,051 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.29% (bottom quartile).
  • 3Y return: 17.95% (bottom quartile).
  • 1Y return: 8.78% (upper mid).
  • Alpha: -0.76 (lower mid).
  • Sharpe: 0.17 (lower mid).
  • Information ratio: 0.73 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,723 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.11% (lower mid).
  • 3Y return: 17.84% (bottom quartile).
  • 1Y return: 5.48% (bottom quartile).
  • Alpha: -2.03 (bottom quartile).
  • Sharpe: 0.06 (bottom quartile).
  • Information ratio: 0.84 (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 ₹61.421
↑ 0.57 		₹14,312 500 -1-2.6-323.315-5.6
HDFC Equity Fund Growth ₹2,080.06
↓ -15.93 		₹94,069 300 2.54.412.52222.811.4
Nippon India Multi Cap Fund Growth ₹296.978
↓ -4.52 		₹50,048 100 -1.1-1.33.921.723.84.1
Mahindra Badhat Yojana Growth ₹36.7065
↑ 0.15 		₹6,125 500 3.81.9621213.4
Edelweiss Multi Cap Fund  Growth ₹40.246
↑ 0.00 		₹3,073 1,000 4.84.56.720.417.95.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Multicap 35 FundHDFC Equity FundNippon India Multi Cap FundMahindra Badhat YojanaEdelweiss Multi Cap Fund 
Point 1Lower mid AUM (₹14,312 Cr).Highest AUM (₹94,069 Cr).Upper mid AUM (₹50,048 Cr).Bottom quartile AUM (₹6,125 Cr).Bottom quartile AUM (₹3,073 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (31 yrs).Established history (20+ yrs).Established history (8+ yrs).Established history (10+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 2★ (lower mid).Not Rated.Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 14.97% (bottom quartile).5Y return: 22.77% (upper mid).5Y return: 23.77% (top quartile).5Y return: 21.04% (lower mid).5Y return: 17.90% (bottom quartile).
Point 63Y return: 23.30% (top quartile).3Y return: 22.04% (upper mid).3Y return: 21.74% (lower mid).3Y return: 21.00% (bottom quartile).3Y return: 20.36% (bottom quartile).
Point 71Y return: -3.03% (bottom quartile).1Y return: 12.45% (top quartile).1Y return: 3.88% (bottom quartile).1Y return: 6.01% (lower mid).1Y return: 6.69% (upper mid).
Point 8Alpha: -5.55 (bottom quartile).Alpha: 3.46 (top quartile).Alpha: -0.86 (lower mid).Alpha: 0.72 (upper mid).Alpha: -2.34 (bottom quartile).
Point 9Sharpe: -0.21 (bottom quartile).Sharpe: 0.42 (top quartile).Sharpe: -0.06 (lower mid).Sharpe: 0.04 (upper mid).Sharpe: -0.06 (bottom quartile).
Point 10Information ratio: 0.66 (bottom quartile).Information ratio: 1.30 (top quartile).Information ratio: 0.71 (lower mid).Information ratio: 0.23 (bottom quartile).Information ratio: 0.75 (upper mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹14,312 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.97% (bottom quartile).
  • 3Y return: 23.30% (top quartile).
  • 1Y return: -3.03% (bottom quartile).
  • Alpha: -5.55 (bottom quartile).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 0.66 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹94,069 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.77% (upper mid).
  • 3Y return: 22.04% (upper mid).
  • 1Y return: 12.45% (top quartile).
  • Alpha: 3.46 (top quartile).
  • Sharpe: 0.42 (top quartile).
  • Information ratio: 1.30 (top quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,048 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.77% (top quartile).
  • 3Y return: 21.74% (lower mid).
  • 1Y return: 3.88% (bottom quartile).
  • Alpha: -0.86 (lower mid).
  • Sharpe: -0.06 (lower mid).
  • Information ratio: 0.71 (lower mid).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,125 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 21.04% (lower mid).
  • 3Y return: 21.00% (bottom quartile).
  • 1Y return: 6.01% (lower mid).
  • Alpha: 0.72 (upper mid).
  • Sharpe: 0.04 (upper mid).
  • Information ratio: 0.23 (bottom quartile).

Edelweiss Multi Cap Fund 

  • Bottom quartile AUM (₹3,073 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 17.90% (bottom quartile).
  • 3Y return: 20.36% (bottom quartile).
  • 1Y return: 6.69% (upper mid).
  • Alpha: -2.34 (bottom quartile).
  • Sharpe: -0.06 (bottom quartile).
  • Information ratio: 0.75 (upper mid).

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 (%)
ICICI Prudential MidCap Fund Growth ₹313.13
↓ -6.66 		₹7,055 100 53.412.423.121.211.1
TATA Mid Cap Growth Fund Growth ₹450.025
↓ -7.30 		₹5,420 150 4.636.922.319.55.8
BNP Paribas Mid Cap Fund Growth ₹106.469
↑ 0.29 		₹2,320 300 4.44.94.721.520.42.5
Aditya Birla Sun Life Midcap Fund Growth ₹799.35
↓ -14.57 		₹6,278 1,000 2.70.6521.319.14.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jan 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential MidCap FundTATA Mid Cap Growth FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap Fund
Point 1Highest AUM (₹7,055 Cr).Lower mid AUM (₹5,420 Cr).Bottom quartile AUM (₹2,320 Cr).Upper mid AUM (₹6,278 Cr).
Point 2Established history (21+ 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).Top rated.Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 21.24% (top quartile).5Y return: 19.49% (lower mid).5Y return: 20.35% (upper mid).5Y return: 19.14% (bottom quartile).
Point 63Y return: 23.08% (top quartile).3Y return: 22.28% (upper mid).3Y return: 21.51% (lower mid).3Y return: 21.31% (bottom quartile).
Point 71Y return: 12.40% (top quartile).1Y return: 6.88% (upper mid).1Y return: 4.72% (bottom quartile).1Y return: 4.98% (lower mid).
Point 8Alpha: 1.70 (top quartile).Alpha: -2.69 (upper mid).Alpha: -3.13 (lower mid).Alpha: -3.78 (bottom quartile).
Point 9Sharpe: 0.25 (top quartile).Sharpe: 0.01 (upper mid).Sharpe: -0.03 (lower mid).Sharpe: -0.06 (bottom quartile).
Point 10Information ratio: -0.30 (top quartile).Information ratio: -0.59 (upper mid).Information ratio: -0.86 (bottom quartile).Information ratio: -0.80 (lower mid).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,055 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.24% (top quartile).
  • 3Y return: 23.08% (top quartile).
  • 1Y return: 12.40% (top quartile).
  • Alpha: 1.70 (top quartile).
  • Sharpe: 0.25 (top quartile).
  • Information ratio: -0.30 (top quartile).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹5,420 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.49% (lower mid).
  • 3Y return: 22.28% (upper mid).
  • 1Y return: 6.88% (upper mid).
  • Alpha: -2.69 (upper mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: -0.59 (upper mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,320 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 20.35% (upper mid).
  • 3Y return: 21.51% (lower mid).
  • 1Y return: 4.72% (bottom quartile).
  • Alpha: -3.13 (lower mid).
  • Sharpe: -0.03 (lower mid).
  • Information ratio: -0.86 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,278 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.14% (bottom quartile).
  • 3Y return: 21.31% (bottom quartile).
  • 1Y return: 4.98% (lower mid).
  • Alpha: -3.78 (bottom quartile).
  • Sharpe: -0.06 (bottom quartile).
  • Information ratio: -0.80 (lower mid).

SIP کے لیے بہترین سمال کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹164.094
↓ -2.90 		₹68,572 100 -2.2-5-4.52125.6-4.7
Sundaram Small Cap Fund Growth ₹259.633
↓ -3.55 		₹3,450 100 -0.3-11.520.321.40.4
Franklin India Smaller Companies Fund Growth ₹164.698
↓ -2.08 		₹13,529 500 -1.5-6.5-6.42021.6-8.4
DSP Small Cap Fund  Growth ₹195.58
↓ -3.33 		₹17,010 500 0.9-2.7-1.719.921.4-2.8
HDFC Small Cap Fund Growth ₹137.248
↓ -2.17 		₹38,020 300 -3-3-0.619.923.4-0.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Small Cap FundSundaram Small Cap FundFranklin India Smaller Companies FundDSP Small Cap Fund HDFC Small Cap Fund
Point 1Highest AUM (₹68,572 Cr).Bottom quartile AUM (₹3,450 Cr).Bottom quartile AUM (₹13,529 Cr).Lower mid AUM (₹17,010 Cr).Upper mid AUM (₹38,020 Cr).
Point 2Established history (15+ yrs).Oldest track record among peers (20 yrs).Established history (20+ yrs).Established history (18+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (lower mid).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: 25.63% (top quartile).5Y return: 21.37% (bottom quartile).5Y return: 21.56% (lower mid).5Y return: 21.36% (bottom quartile).5Y return: 23.37% (upper mid).
Point 63Y return: 21.04% (top quartile).3Y return: 20.32% (upper mid).3Y return: 20.00% (lower mid).3Y return: 19.92% (bottom quartile).3Y return: 19.85% (bottom quartile).
Point 71Y return: -4.49% (bottom quartile).1Y return: 1.51% (top quartile).1Y return: -6.36% (bottom quartile).1Y return: -1.73% (lower mid).1Y return: -0.58% (upper mid).
Point 8Alpha: -1.19 (bottom quartile).Alpha: 4.26 (top quartile).Alpha: -3.60 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).
Point 9Sharpe: -0.40 (bottom quartile).Sharpe: -0.13 (top quartile).Sharpe: -0.51 (bottom quartile).Sharpe: -0.16 (upper mid).Sharpe: -0.18 (lower mid).
Point 10Information ratio: 0.05 (top quartile).Information ratio: -0.14 (bottom quartile).Information ratio: -0.13 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).

Nippon India Small Cap Fund

  • Highest AUM (₹68,572 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.63% (top quartile).
  • 3Y return: 21.04% (top quartile).
  • 1Y return: -4.49% (bottom quartile).
  • Alpha: -1.19 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: 0.05 (top quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,450 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.37% (bottom quartile).
  • 3Y return: 20.32% (upper mid).
  • 1Y return: 1.51% (top quartile).
  • Alpha: 4.26 (top quartile).
  • Sharpe: -0.13 (top quartile).
  • Information ratio: -0.14 (bottom quartile).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,529 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.56% (lower mid).
  • 3Y return: 20.00% (lower mid).
  • 1Y return: -6.36% (bottom quartile).
  • Alpha: -3.60 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).

DSP Small Cap Fund 

  • Lower mid AUM (₹17,010 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.36% (bottom quartile).
  • 3Y return: 19.92% (bottom quartile).
  • 1Y return: -1.73% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.16 (upper mid).
  • Information ratio: 0.00 (upper mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹38,020 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.37% (upper mid).
  • 3Y return: 19.85% (bottom quartile).
  • 1Y return: -0.58% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.18 (lower mid).
  • Information ratio: 0.00 (lower mid).

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 (%)
SBI Magnum Tax Gain Fund Growth ₹447.044
↓ -5.55 		₹32,327 500 2.90.35.423.420.36.6
Motilal Oswal Long Term Equity Fund Growth ₹50.6918
↓ 0.00 		₹4,444 500 -3-3.6-823.219.3-9.1
HDFC Tax Saver Fund Growth ₹1,456.79
↓ -11.19 		₹17,241 500 1.92.310.521.420.910.3
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 8 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Magnum Tax Gain FundMotilal Oswal Long Term Equity FundHDFC Tax Saver FundIDBI Equity Advantage FundHDFC Long Term Advantage Fund
Point 1Highest AUM (₹32,327 Cr).Lower mid AUM (₹4,444 Cr).Upper mid AUM (₹17,241 Cr).Bottom quartile AUM (₹485 Cr).Bottom quartile AUM (₹1,318 Cr).
Point 2Established history (18+ yrs).Established history (10+ yrs).Oldest track record among peers (29 yrs).Established history (12+ yrs).Established history (25+ yrs).
Point 3Rating: 2★ (lower mid).Not Rated.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: 20.30% (upper mid).5Y return: 19.32% (lower mid).5Y return: 20.94% (top quartile).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (bottom quartile).
Point 63Y return: 23.44% (top quartile).3Y return: 23.24% (upper mid).3Y return: 21.45% (lower mid).3Y return: 20.84% (bottom quartile).3Y return: 20.64% (bottom quartile).
Point 71Y return: 5.44% (bottom quartile).1Y return: -8.01% (bottom quartile).1Y return: 10.49% (lower mid).1Y return: 16.92% (upper mid).1Y return: 35.51% (top quartile).
Point 8Alpha: -1.43 (bottom quartile).Alpha: -7.87 (bottom quartile).Alpha: 2.31 (top quartile).Alpha: 1.78 (upper mid).Alpha: 1.75 (lower mid).
Point 9Sharpe: -0.04 (bottom quartile).Sharpe: -0.21 (bottom quartile).Sharpe: 0.30 (lower mid).Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).
Point 10Information ratio: 1.89 (top quartile).Information ratio: 0.66 (lower mid).Information ratio: 1.26 (upper mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹32,327 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.30% (upper mid).
  • 3Y return: 23.44% (top quartile).
  • 1Y return: 5.44% (bottom quartile).
  • Alpha: -1.43 (bottom quartile).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 1.89 (top quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,444 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.32% (lower mid).
  • 3Y return: 23.24% (upper mid).
  • 1Y return: -8.01% (bottom quartile).
  • Alpha: -7.87 (bottom quartile).
  • Sharpe: -0.21 (bottom quartile).
  • Information ratio: 0.66 (lower mid).

HDFC Tax Saver Fund

  • Upper mid AUM (₹17,241 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.94% (top quartile).
  • 3Y return: 21.45% (lower mid).
  • 1Y return: 10.49% (lower mid).
  • Alpha: 2.31 (top quartile).
  • Sharpe: 0.30 (lower mid).
  • Information ratio: 1.26 (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 (upper 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 (25+ 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 (lower mid).
  • 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 ₹46.2506
↓ -0.12 		₹9,813 500 6.67.822.520.416.420.4
LIC MF Banking & Financial Services Fund Growth ₹22.7619
↓ -0.06 		₹293 1,000 7.17.32013.413.216.5
UTI Transportation & Logistics Fund Growth ₹298.067
↓ -2.22 		₹4,067 500 2.11319.926.12219.5
TATA Banking and Financial Services Fund Growth ₹45.7303
↓ -0.16 		₹3,214 150 5.64.119.416.81517.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹64.73
↓ -0.50 		₹3,708 1,000 6.34.319.116.714.617.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Banking & Financial Services FundLIC MF Banking & Financial Services FundUTI Transportation & Logistics FundTATA Banking and Financial Services FundAditya Birla Sun Life Banking And Financial Services Fund
Point 1Highest AUM (₹9,813 Cr).Bottom quartile AUM (₹293 Cr).Upper mid AUM (₹4,067 Cr).Bottom quartile AUM (₹3,214 Cr).Lower mid AUM (₹3,708 Cr).
Point 2Established history (10+ yrs).Established history (10+ yrs).Oldest track record among peers (21 yrs).Established history (10+ yrs).Established history (12+ yrs).
Point 3Not Rated.Not Rated.Rating: 3★ (upper mid).Not Rated.Top rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 16.38% (upper mid).5Y return: 13.22% (bottom quartile).5Y return: 22.01% (top quartile).5Y return: 14.99% (lower mid).5Y return: 14.61% (bottom quartile).
Point 63Y return: 20.44% (upper mid).3Y return: 13.42% (bottom quartile).3Y return: 26.05% (top quartile).3Y return: 16.75% (lower mid).3Y return: 16.65% (bottom quartile).
Point 71Y return: 22.53% (top quartile).1Y return: 20.01% (upper mid).1Y return: 19.95% (lower mid).1Y return: 19.44% (bottom quartile).1Y return: 19.05% (bottom quartile).
Point 8Alpha: 0.83 (top quartile).Alpha: -3.02 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: -1.76 (lower mid).Alpha: -2.82 (bottom quartile).
Point 9Sharpe: 0.88 (top quartile).Sharpe: 0.59 (bottom quartile).Sharpe: 0.72 (upper mid).Sharpe: 0.69 (lower mid).Sharpe: 0.63 (bottom quartile).
Point 10Information ratio: 0.94 (top quartile).Information ratio: -0.31 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.44 (upper mid).Information ratio: 0.29 (lower mid).

SBI Banking & Financial Services Fund

  • Highest AUM (₹9,813 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 16.38% (upper mid).
  • 3Y return: 20.44% (upper mid).
  • 1Y return: 22.53% (top quartile).
  • Alpha: 0.83 (top quartile).
  • Sharpe: 0.88 (top quartile).
  • Information ratio: 0.94 (top quartile).

LIC MF Banking & Financial Services Fund

  • Bottom quartile AUM (₹293 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 13.22% (bottom quartile).
  • 3Y return: 13.42% (bottom quartile).
  • 1Y return: 20.01% (upper mid).
  • Alpha: -3.02 (bottom quartile).
  • Sharpe: 0.59 (bottom quartile).
  • Information ratio: -0.31 (bottom quartile).

UTI Transportation & Logistics Fund

  • Upper mid AUM (₹4,067 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.01% (top quartile).
  • 3Y return: 26.05% (top quartile).
  • 1Y return: 19.95% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.72 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

TATA Banking and Financial Services Fund

  • Bottom quartile AUM (₹3,214 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.99% (lower mid).
  • 3Y return: 16.75% (lower mid).
  • 1Y return: 19.44% (bottom quartile).
  • Alpha: -1.76 (lower mid).
  • Sharpe: 0.69 (lower mid).
  • Information ratio: 0.44 (upper mid).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Lower mid AUM (₹3,708 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 14.61% (bottom quartile).
  • 3Y return: 16.65% (bottom quartile).
  • 1Y return: 19.05% (bottom quartile).
  • Alpha: -2.82 (bottom quartile).
  • Sharpe: 0.63 (bottom quartile).
  • Information ratio: 0.29 (lower 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 ₹98.26
↓ -1.03 		₹14,146 100 5.5616.823.620.915.4
HDFC Focused 30 Fund Growth ₹240.014
↓ -1.45 		₹26,230 300 2.2412.321.823.510.9
DSP Focus Fund Growth ₹56.228
↓ -0.68 		₹2,707 500 3.42.2720.3147.3
SBI Focused Equity Fund Growth ₹383.981
↓ -1.09 		₹42,773 500 6.67.815.919.316.615.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹149.407
↓ -1.74 		₹8,211 1,000 6.23.810.217.614.710.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundHDFC Focused 30 FundDSP Focus FundSBI Focused Equity FundAditya Birla Sun Life Focused Equity Fund
Point 1Lower mid AUM (₹14,146 Cr).Upper mid AUM (₹26,230 Cr).Bottom quartile AUM (₹2,707 Cr).Highest AUM (₹42,773 Cr).Bottom quartile AUM (₹8,211 Cr).
Point 2Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (15+ yrs).Established history (21+ yrs).Established history (20+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.87% (upper mid).5Y return: 23.51% (top quartile).5Y return: 14.03% (bottom quartile).5Y return: 16.60% (lower mid).5Y return: 14.74% (bottom quartile).
Point 63Y return: 23.65% (top quartile).3Y return: 21.75% (upper mid).3Y return: 20.26% (lower mid).3Y return: 19.27% (bottom quartile).3Y return: 17.64% (bottom quartile).
Point 71Y return: 16.82% (top quartile).1Y return: 12.28% (lower mid).1Y return: 7.02% (bottom quartile).1Y return: 15.85% (upper mid).1Y return: 10.22% (bottom quartile).
Point 8Alpha: 6.72 (upper mid).Alpha: 2.74 (lower mid).Alpha: -0.10 (bottom quartile).Alpha: 8.28 (top quartile).Alpha: 1.77 (bottom quartile).
Point 9Sharpe: 0.57 (upper mid).Sharpe: 0.37 (lower mid).Sharpe: 0.08 (bottom quartile).Sharpe: 0.76 (top quartile).Sharpe: 0.23 (bottom quartile).
Point 10Information ratio: 1.65 (top quartile).Information ratio: 1.06 (upper mid).Information ratio: 0.45 (lower mid).Information ratio: 0.35 (bottom quartile).Information ratio: 0.02 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹14,146 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.87% (upper mid).
  • 3Y return: 23.65% (top quartile).
  • 1Y return: 16.82% (top quartile).
  • Alpha: 6.72 (upper mid).
  • Sharpe: 0.57 (upper mid).
  • Information ratio: 1.65 (top quartile).

HDFC Focused 30 Fund

  • Upper mid AUM (₹26,230 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.51% (top quartile).
  • 3Y return: 21.75% (upper mid).
  • 1Y return: 12.28% (lower mid).
  • Alpha: 2.74 (lower mid).
  • Sharpe: 0.37 (lower mid).
  • Information ratio: 1.06 (upper mid).

DSP Focus Fund

  • Bottom quartile AUM (₹2,707 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.03% (bottom quartile).
  • 3Y return: 20.26% (lower mid).
  • 1Y return: 7.02% (bottom quartile).
  • Alpha: -0.10 (bottom quartile).
  • Sharpe: 0.08 (bottom quartile).
  • Information ratio: 0.45 (lower mid).

SBI Focused Equity Fund

  • Highest AUM (₹42,773 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.60% (lower mid).
  • 3Y return: 19.27% (bottom quartile).
  • 1Y return: 15.85% (upper mid).
  • Alpha: 8.28 (top quartile).
  • Sharpe: 0.76 (top quartile).
  • Information ratio: 0.35 (bottom quartile).

Aditya Birla Sun Life Focused Equity Fund

  • Bottom quartile AUM (₹8,211 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.74% (bottom quartile).
  • 3Y return: 17.64% (bottom quartile).
  • 1Y return: 10.22% (bottom quartile).
  • Alpha: 1.77 (bottom quartile).
  • Sharpe: 0.23 (bottom quartile).
  • Information ratio: 0.02 (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 (%)
Nippon India Value Fund Growth ₹230.883
↓ -4.00 		₹9,246 100 1.80.94.922.120.34.2
ICICI Prudential Value Discovery Fund Growth ₹494.98
↓ -5.38 		₹60,391 100 4.74.212.221.221.913.8
Aditya Birla Sun Life Pure Value Fund Growth ₹128.878
↓ -2.22 		₹6,361 1,000 4.91.52.320.4182.6
JM Value Fund Growth ₹94.2108
↓ -1.81 		₹987 500 -2.4-5.7-5.120.218.7-4.4
Tata Equity PE Fund Growth ₹359.302
↓ -5.02 		₹9,032 150 2.81.24.719.917.43.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Value FundICICI Prudential Value Discovery FundAditya Birla Sun Life Pure Value FundJM Value FundTata Equity PE Fund
Point 1Upper mid AUM (₹9,246 Cr).Highest AUM (₹60,391 Cr).Bottom quartile AUM (₹6,361 Cr).Bottom quartile AUM (₹987 Cr).Lower mid AUM (₹9,032 Cr).
Point 2Established history (20+ yrs).Established history (21+ yrs).Established history (17+ yrs).Oldest track record among peers (28 yrs).Established history (21+ yrs).
Point 3Not Rated.Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 4★ (upper mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 20.31% (upper mid).5Y return: 21.88% (top quartile).5Y return: 17.98% (bottom quartile).5Y return: 18.67% (lower mid).5Y return: 17.44% (bottom quartile).
Point 63Y return: 22.13% (top quartile).3Y return: 21.25% (upper mid).3Y return: 20.45% (lower mid).3Y return: 20.17% (bottom quartile).3Y return: 19.85% (bottom quartile).
Point 71Y return: 4.93% (upper mid).1Y return: 12.16% (top quartile).1Y return: 2.35% (bottom quartile).1Y return: -5.11% (bottom quartile).1Y return: 4.67% (lower mid).
Point 8Alpha: -1.42 (upper mid).Alpha: 4.42 (top quartile).Alpha: -5.62 (bottom quartile).Alpha: -9.62 (bottom quartile).Alpha: -4.05 (lower mid).
Point 9Sharpe: -0.01 (upper mid).Sharpe: 0.50 (top quartile).Sharpe: -0.20 (bottom quartile).Sharpe: -0.49 (bottom quartile).Sharpe: -0.17 (lower mid).
Point 10Information ratio: 1.63 (top quartile).Information ratio: 1.05 (upper mid).Information ratio: 0.62 (bottom quartile).Information ratio: 0.70 (bottom quartile).Information ratio: 0.91 (lower mid).

Nippon India Value Fund

  • Upper mid AUM (₹9,246 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.31% (upper mid).
  • 3Y return: 22.13% (top quartile).
  • 1Y return: 4.93% (upper mid).
  • Alpha: -1.42 (upper mid).
  • Sharpe: -0.01 (upper mid).
  • Information ratio: 1.63 (top quartile).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹60,391 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.88% (top quartile).
  • 3Y return: 21.25% (upper mid).
  • 1Y return: 12.16% (top quartile).
  • Alpha: 4.42 (top quartile).
  • Sharpe: 0.50 (top quartile).
  • Information ratio: 1.05 (upper mid).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,361 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.98% (bottom quartile).
  • 3Y return: 20.45% (lower mid).
  • 1Y return: 2.35% (bottom quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: -0.20 (bottom quartile).
  • Information ratio: 0.62 (bottom quartile).

JM Value Fund

  • Bottom quartile AUM (₹987 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.67% (lower mid).
  • 3Y return: 20.17% (bottom quartile).
  • 1Y return: -5.11% (bottom quartile).
  • Alpha: -9.62 (bottom quartile).
  • Sharpe: -0.49 (bottom quartile).
  • Information ratio: 0.70 (bottom quartile).

Tata Equity PE Fund

  • Lower mid AUM (₹9,032 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.44% (bottom quartile).
  • 3Y return: 19.85% (bottom quartile).
  • 1Y return: 4.67% (lower mid).
  • Alpha: -4.05 (lower mid).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.91 (lower 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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