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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on July 28, 2026 , 25466 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 (%)
Invesco India Largecap Fund Growth ₹71.9
↓ -0.13 		₹1,847 100 6.74.24.813.511.95.5
Bandhan Large Cap Fund Growth ₹78.49
↑ 0.17 		₹2,061 100 40.81.812.511.68.2
ICICI Prudential Bluechip Fund Growth ₹109.42
↑ 0.39 		₹79,421 100 2.6-2.1-0.712.213.111.3
Nippon India Large Cap Fund Growth ₹90.2869
↑ 0.11 		₹53,227 100 1.8-10.112.114.99.2
DSP TOP 100 Equity Growth ₹461.724
↑ 0.93 		₹7,190 500 2.2-2.7-2.211.610.38.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Largecap FundBandhan Large Cap FundICICI Prudential Bluechip FundNippon India Large Cap FundDSP TOP 100 Equity
Point 1Bottom quartile AUM (₹1,847 Cr).Bottom quartile AUM (₹2,061 Cr).Highest AUM (₹79,421 Cr).Upper mid AUM (₹53,227 Cr).Lower mid AUM (₹7,190 Cr).
Point 2Established history (16+ yrs).Established history (20+ yrs).Established history (18+ yrs).Established history (18+ yrs).Oldest track record among peers (23 yrs).
Point 3Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Top rated.Rating: 4★ (upper mid).Rating: 2★ (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: 11.94% (lower mid).5Y return: 11.59% (bottom quartile).5Y return: 13.14% (upper mid).5Y return: 14.89% (top quartile).5Y return: 10.33% (bottom quartile).
Point 63Y return: 13.53% (top quartile).3Y return: 12.49% (upper mid).3Y return: 12.24% (lower mid).3Y return: 12.05% (bottom quartile).3Y return: 11.55% (bottom quartile).
Point 71Y return: 4.81% (top quartile).1Y return: 1.79% (upper mid).1Y return: -0.73% (bottom quartile).1Y return: 0.06% (lower mid).1Y return: -2.19% (bottom quartile).
Point 8Alpha: 3.75 (top quartile).Alpha: 2.34 (upper mid).Alpha: -1.21 (bottom quartile).Alpha: 1.07 (lower mid).Alpha: -2.70 (bottom quartile).
Point 9Sharpe: -0.25 (top quartile).Sharpe: -0.35 (upper mid).Sharpe: -0.55 (bottom quartile).Sharpe: -0.43 (lower mid).Sharpe: -0.68 (bottom quartile).
Point 10Information ratio: 0.82 (lower mid).Information ratio: 0.63 (bottom quartile).Information ratio: 0.85 (upper mid).Information ratio: 0.98 (top quartile).Information ratio: 0.53 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,847 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.94% (lower mid).
  • 3Y return: 13.53% (top quartile).
  • 1Y return: 4.81% (top quartile).
  • Alpha: 3.75 (top quartile).
  • Sharpe: -0.25 (top quartile).
  • Information ratio: 0.82 (lower mid).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,061 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.59% (bottom quartile).
  • 3Y return: 12.49% (upper mid).
  • 1Y return: 1.79% (upper mid).
  • Alpha: 2.34 (upper mid).
  • Sharpe: -0.35 (upper mid).
  • Information ratio: 0.63 (bottom quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹79,421 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.14% (upper mid).
  • 3Y return: 12.24% (lower mid).
  • 1Y return: -0.73% (bottom quartile).
  • Alpha: -1.21 (bottom quartile).
  • Sharpe: -0.55 (bottom quartile).
  • Information ratio: 0.85 (upper mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹53,227 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.89% (top quartile).
  • 3Y return: 12.05% (bottom quartile).
  • 1Y return: 0.06% (lower mid).
  • Alpha: 1.07 (lower mid).
  • Sharpe: -0.43 (lower mid).
  • Information ratio: 0.98 (top quartile).

DSP TOP 100 Equity

  • Lower mid AUM (₹7,190 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.33% (bottom quartile).
  • 3Y return: 11.55% (bottom quartile).
  • 1Y return: -2.19% (bottom quartile).
  • Alpha: -2.70 (bottom quartile).
  • Sharpe: -0.68 (bottom quartile).
  • Information ratio: 0.53 (bottom quartile).

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 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.13
↑ 0.16 		₹1,229 1,000 818.719.619.714.23.5
Motilal Oswal Multicap 35 Fund Growth ₹61.2017
↓ -0.37 		₹13,294 500 9.96.5-1.218.612.3-5.6
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 		₹588 300 -4.6-2.619.317.313.6
Mahindra Badhat Yojana Growth ₹38.357
↓ -0.08 		₹6,926 500 6.48.77.616.915.33.4
ICICI Prudential Multicap Fund Growth ₹851.42
↓ -2.27 		₹18,194 100 4.38.86.616.515.15.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundMotilal Oswal Multicap 35 FundBNP Paribas Multi Cap FundMahindra Badhat YojanaICICI Prudential Multicap Fund
Point 1Bottom quartile AUM (₹1,229 Cr).Upper mid AUM (₹13,294 Cr).Bottom quartile AUM (₹588 Cr).Lower mid AUM (₹6,926 Cr).Highest AUM (₹18,194 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (20+ yrs).Established history (9+ yrs).Oldest track record among peers (31 yrs).
Point 3Not Rated.Top rated.Rating: 4★ (upper mid).Not Rated.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: 14.20% (lower mid).5Y return: 12.30% (bottom quartile).5Y return: 13.57% (bottom quartile).5Y return: 15.26% (top quartile).5Y return: 15.11% (upper mid).
Point 63Y return: 19.70% (top quartile).3Y return: 18.62% (upper mid).3Y return: 17.28% (lower mid).3Y return: 16.88% (bottom quartile).3Y return: 16.54% (bottom quartile).
Point 71Y return: 19.64% (top quartile).1Y return: -1.24% (bottom quartile).1Y return: 19.34% (upper mid).1Y return: 7.59% (lower mid).1Y return: 6.56% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: -7.36 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: 4.46 (upper mid).Alpha: 6.49 (top quartile).
Point 9Sharpe: 0.54 (upper mid).Sharpe: -0.74 (bottom quartile).Sharpe: 2.86 (top quartile).Sharpe: 0.01 (bottom quartile).Sharpe: 0.09 (lower mid).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.53 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.64 (top quartile).Information ratio: 0.61 (upper mid).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,229 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.20% (lower mid).
  • 3Y return: 19.70% (top quartile).
  • 1Y return: 19.64% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.54 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,294 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.30% (bottom quartile).
  • 3Y return: 18.62% (upper mid).
  • 1Y return: -1.24% (bottom quartile).
  • Alpha: -7.36 (bottom quartile).
  • Sharpe: -0.74 (bottom quartile).
  • Information ratio: 0.53 (lower mid).

BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (bottom quartile).
  • 3Y return: 17.28% (lower mid).
  • 1Y return: 19.34% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.86 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Mahindra Badhat Yojana

  • Lower mid AUM (₹6,926 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.26% (top quartile).
  • 3Y return: 16.88% (bottom quartile).
  • 1Y return: 7.59% (lower mid).
  • Alpha: 4.46 (upper mid).
  • Sharpe: 0.01 (bottom quartile).
  • Information ratio: 0.64 (top quartile).

ICICI Prudential Multicap Fund

  • Highest AUM (₹18,194 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.11% (upper mid).
  • 3Y return: 16.54% (bottom quartile).
  • 1Y return: 6.56% (bottom quartile).
  • Alpha: 6.49 (top quartile).
  • Sharpe: 0.09 (lower mid).
  • Information ratio: 0.61 (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 ₹335.27
↓ -1.63 		₹7,846 100 1.89.111.721.916.911.1
BNP Paribas Mid Cap Fund Growth ₹110.855
↓ -0.42 		₹2,513 300 47.59.717.814.62.5
Aditya Birla Sun Life Midcap Fund Growth ₹839.11
↓ -6.52 		₹6,624 1,000 5.78.76.316.614.34.4
TATA Mid Cap Growth Fund Growth ₹461.011
↓ -1.76 		₹5,868 150 4.75.96.216.315.15.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential MidCap FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap FundTATA Mid Cap Growth Fund
Point 1Highest AUM (₹7,846 Cr).Bottom quartile AUM (₹2,513 Cr).Upper mid AUM (₹6,624 Cr).Lower mid AUM (₹5,868 Cr).
Point 2Established history (21+ yrs).Established history (20+ yrs).Established history (23+ yrs).Oldest track record among peers (32 yrs).
Point 3Rating: 2★ (lower mid).Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 16.90% (top quartile).5Y return: 14.65% (lower mid).5Y return: 14.31% (bottom quartile).5Y return: 15.09% (upper mid).
Point 63Y return: 21.86% (top quartile).3Y return: 17.78% (upper mid).3Y return: 16.57% (lower mid).3Y return: 16.31% (bottom quartile).
Point 71Y return: 11.70% (top quartile).1Y return: 9.70% (upper mid).1Y return: 6.27% (lower mid).1Y return: 6.25% (bottom quartile).
Point 8Alpha: 6.02 (top quartile).Alpha: 3.32 (upper mid).Alpha: -0.17 (lower mid).Alpha: -0.52 (bottom quartile).
Point 9Sharpe: 0.32 (top quartile).Sharpe: 0.22 (upper mid).Sharpe: 0.01 (lower mid).Sharpe: -0.01 (bottom quartile).
Point 10Information ratio: 0.87 (top quartile).Information ratio: -0.21 (upper mid).Information ratio: -0.44 (lower mid).Information ratio: -0.66 (bottom quartile).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,846 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.90% (top quartile).
  • 3Y return: 21.86% (top quartile).
  • 1Y return: 11.70% (top quartile).
  • Alpha: 6.02 (top quartile).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.87 (top quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,513 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 14.65% (lower mid).
  • 3Y return: 17.78% (upper mid).
  • 1Y return: 9.70% (upper mid).
  • Alpha: 3.32 (upper mid).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: -0.21 (upper mid).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,624 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.31% (bottom quartile).
  • 3Y return: 16.57% (lower mid).
  • 1Y return: 6.27% (lower mid).
  • Alpha: -0.17 (lower mid).
  • Sharpe: 0.01 (lower mid).
  • Information ratio: -0.44 (lower mid).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹5,868 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.09% (upper mid).
  • 3Y return: 16.31% (bottom quartile).
  • 1Y return: 6.25% (bottom quartile).
  • Alpha: -0.52 (bottom quartile).
  • Sharpe: -0.01 (bottom quartile).
  • Information ratio: -0.66 (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 (%)
Sundaram Small Cap Fund Growth ₹284.958
↓ -2.59 		₹3,872 100 6.113.69.317.115.90.4
IDBI Small Cap Fund Growth ₹33.1192
↓ -0.11 		₹743 500 8.219.17.616.716.8-13.4
DSP Small Cap Fund  Growth ₹219.772
↓ -2.15 		₹19,635 500 8.618.28.816.516.5-2.8
Nippon India Small Cap Fund Growth ₹178.759
↓ -0.94 		₹78,407 100 4.912.24.91618.3-4.7
Aditya Birla Sun Life Small Cap Fund Growth ₹95.9809
↓ -0.64 		₹5,731 1,000 816.711.115.312.3-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySundaram Small Cap FundIDBI Small Cap FundDSP Small Cap Fund Nippon India Small Cap FundAditya Birla Sun Life Small Cap Fund
Point 1Bottom quartile AUM (₹3,872 Cr).Bottom quartile AUM (₹743 Cr).Upper mid AUM (₹19,635 Cr).Highest AUM (₹78,407 Cr).Lower mid AUM (₹5,731 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (9+ yrs).Established history (19+ yrs).Established history (15+ yrs).Established history (19+ yrs).
Point 3Rating: 3★ (bottom quartile).Not Rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).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: 15.86% (bottom quartile).5Y return: 16.82% (upper mid).5Y return: 16.46% (lower mid).5Y return: 18.27% (top quartile).5Y return: 12.28% (bottom quartile).
Point 63Y return: 17.05% (top quartile).3Y return: 16.70% (upper mid).3Y return: 16.46% (lower mid).3Y return: 16.02% (bottom quartile).3Y return: 15.30% (bottom quartile).
Point 71Y return: 9.26% (upper mid).1Y return: 7.58% (bottom quartile).1Y return: 8.78% (lower mid).1Y return: 4.86% (bottom quartile).1Y return: 11.13% (top quartile).
Point 8Alpha: 8.89 (upper mid).Alpha: 9.18 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 3.21 (lower mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.25 (upper mid).Sharpe: 0.27 (top quartile).Sharpe: 0.19 (bottom quartile).Sharpe: 0.02 (bottom quartile).Sharpe: 0.22 (lower mid).
Point 10Information ratio: -0.17 (lower mid).Information ratio: -0.23 (bottom quartile).Information ratio: 0.00 (top quartile).Information ratio: -0.27 (bottom quartile).Information ratio: 0.00 (upper mid).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,872 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.86% (bottom quartile).
  • 3Y return: 17.05% (top quartile).
  • 1Y return: 9.26% (upper mid).
  • Alpha: 8.89 (upper mid).
  • Sharpe: 0.25 (upper mid).
  • Information ratio: -0.17 (lower mid).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹743 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.82% (upper mid).
  • 3Y return: 16.70% (upper mid).
  • 1Y return: 7.58% (bottom quartile).
  • Alpha: 9.18 (top quartile).
  • Sharpe: 0.27 (top quartile).
  • Information ratio: -0.23 (bottom quartile).

DSP Small Cap Fund 

  • Upper mid AUM (₹19,635 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.46% (lower mid).
  • 3Y return: 16.46% (lower mid).
  • 1Y return: 8.78% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.19 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹78,407 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.27% (top quartile).
  • 3Y return: 16.02% (bottom quartile).
  • 1Y return: 4.86% (bottom quartile).
  • Alpha: 3.21 (lower mid).
  • Sharpe: 0.02 (bottom quartile).
  • Information ratio: -0.27 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹5,731 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.28% (bottom quartile).
  • 3Y return: 15.30% (bottom quartile).
  • 1Y return: 11.13% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.22 (lower mid).
  • Information ratio: 0.00 (upper 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 (%)
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
Motilal Oswal Long Term Equity Fund Growth ₹54.0004
↓ -0.58 		₹4,862 500 0.71132016.1-9.1
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 		₹210 500 -6.1-3.517.616.711.6
JM Tax Gain Fund Growth ₹51.5311
↑ 0.15 		₹232 500 9.28.86.91614.72.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 5 Funds showcased

CommentaryIDBI Equity Advantage FundHDFC Long Term Advantage FundMotilal Oswal Long Term Equity FundBaroda Pioneer ELSS 96JM Tax Gain Fund
Point 1Lower mid AUM (₹485 Cr).Upper mid AUM (₹1,318 Cr).Highest AUM (₹4,862 Cr).Bottom quartile AUM (₹210 Cr).Bottom quartile AUM (₹232 Cr).
Point 2Established history (12+ yrs).Oldest track record among peers (25 yrs).Established history (11+ yrs).Established history (11+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Not Rated.Not Rated.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: 9.97% (bottom quartile).5Y return: 17.39% (top quartile).5Y return: 16.06% (upper mid).5Y return: 11.62% (bottom quartile).5Y return: 14.69% (lower mid).
Point 63Y return: 20.84% (top quartile).3Y return: 20.64% (upper mid).3Y return: 20.03% (lower mid).3Y return: 16.70% (bottom quartile).3Y return: 15.96% (bottom quartile).
Point 71Y return: 16.92% (lower mid).1Y return: 35.51% (top quartile).1Y return: 3.04% (bottom quartile).1Y return: 17.56% (upper mid).1Y return: 6.88% (bottom quartile).
Point 8Alpha: 1.78 (bottom quartile).Alpha: 1.75 (bottom quartile).Alpha: 6.27 (top quartile).Alpha: 5.69 (upper mid).Alpha: 4.31 (lower mid).
Point 9Sharpe: 1.21 (lower mid).Sharpe: 2.27 (upper mid).Sharpe: 0.02 (bottom quartile).Sharpe: 2.51 (top quartile).Sharpe: -0.11 (bottom quartile).
Point 10Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 0.76 (top quartile).Information ratio: -0.09 (lower mid).Information ratio: 0.50 (upper mid).

IDBI Equity Advantage Fund

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

HDFC Long Term Advantage Fund

  • Upper mid AUM (₹1,318 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (top quartile).
  • 3Y return: 20.64% (upper mid).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (upper mid).
  • Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Highest AUM (₹4,862 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.06% (upper mid).
  • 3Y return: 20.03% (lower mid).
  • 1Y return: 3.04% (bottom quartile).
  • Alpha: 6.27 (top quartile).
  • Sharpe: 0.02 (bottom quartile).
  • Information ratio: 0.76 (top quartile).

Baroda Pioneer ELSS 96

  • Bottom quartile AUM (₹210 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.62% (bottom quartile).
  • 3Y return: 16.70% (bottom quartile).
  • 1Y return: 17.56% (upper mid).
  • Alpha: 5.69 (upper mid).
  • Sharpe: 2.51 (top quartile).
  • Information ratio: -0.09 (lower mid).

JM Tax Gain Fund

  • Bottom quartile AUM (₹232 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.69% (lower mid).
  • 3Y return: 15.96% (bottom quartile).
  • 1Y return: 6.88% (bottom quartile).
  • Alpha: 4.31 (lower mid).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 0.50 (upper mid).

SIP کے لیے بہترین سیکٹر فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹105.999
↑ 0.72 		₹2,401 500 -5.9-2.617.919.114.817.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.44
↓ -0.07 		₹837 1,000 5.814.716.822.820.27.8
SBI Healthcare Opportunities Fund Growth ₹511.325
↓ -1.27 		₹4,998 500 16.42615.122.916.9-3.5
DSP India T.I.G.E.R Fund Growth ₹357.046
↓ -0.11 		₹6,264 500 3.815.813.721.521.4-2.5
UTI Transportation & Logistics Fund Growth ₹297.044
↑ 2.62 		₹3,962 500 9.55.312.618.72019.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundBOI AXA Manufacturing and Infrastructure FundSBI Healthcare Opportunities FundDSP India T.I.G.E.R FundUTI Transportation & Logistics Fund
Point 1Bottom quartile AUM (₹2,401 Cr).Bottom quartile AUM (₹837 Cr).Upper mid AUM (₹4,998 Cr).Highest AUM (₹6,264 Cr).Lower mid AUM (₹3,962 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (21+ yrs).Oldest track record among peers (22 yrs).Established history (22+ yrs).
Point 3Top rated.Not Rated.Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 14.76% (bottom quartile).5Y return: 20.22% (upper mid).5Y return: 16.88% (bottom quartile).5Y return: 21.45% (top quartile).5Y return: 19.98% (lower mid).
Point 63Y return: 19.09% (bottom quartile).3Y return: 22.79% (upper mid).3Y return: 22.95% (top quartile).3Y return: 21.50% (lower mid).3Y return: 18.69% (bottom quartile).
Point 71Y return: 17.85% (top quartile).1Y return: 16.83% (upper mid).1Y return: 15.09% (lower mid).1Y return: 13.73% (bottom quartile).1Y return: 12.63% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 2.23 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.72 (top quartile).Sharpe: 0.53 (lower mid).Sharpe: 0.59 (upper mid).Sharpe: 0.44 (bottom quartile).Sharpe: 0.12 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.17 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹2,401 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 14.76% (bottom quartile).
  • 3Y return: 19.09% (bottom quartile).
  • 1Y return: 17.85% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.72 (top quartile).
  • Information ratio: 0.00 (top quartile).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹837 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.22% (upper mid).
  • 3Y return: 22.79% (upper mid).
  • 1Y return: 16.83% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.53 (lower mid).
  • Information ratio: 0.00 (upper mid).

SBI Healthcare Opportunities Fund

  • Upper mid AUM (₹4,998 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 16.88% (bottom quartile).
  • 3Y return: 22.95% (top quartile).
  • 1Y return: 15.09% (lower mid).
  • Alpha: 2.23 (top quartile).
  • Sharpe: 0.59 (upper mid).
  • Information ratio: -0.17 (bottom quartile).

DSP India T.I.G.E.R Fund

  • Highest AUM (₹6,264 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.45% (top quartile).
  • 3Y return: 21.50% (lower mid).
  • 1Y return: 13.73% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.44 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

UTI Transportation & Logistics Fund

  • Lower mid AUM (₹3,962 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.98% (lower mid).
  • 3Y return: 18.69% (bottom quartile).
  • 1Y return: 12.63% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: 0.00 (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 (%)
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
ICICI Prudential Focused Equity Fund Growth ₹95.44
↓ -0.06 		₹17,012 100 5.70.7416.816.115.4
HDFC Focused 30 Fund Growth ₹234.64
↑ 0.48 		₹27,303 300 5.50.32.71618.310.9
SBI Focused Equity Fund Growth ₹394.258
↑ 2.86 		₹47,274 500 3.15.412.71512.915.7
DSP Focus Fund Growth ₹55.495
↑ 0.00 		₹2,601 500 6.21.61.413.810.77.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21

Research Highlights & Commentary of 5 Funds showcased

CommentarySundaram Select Focus FundICICI Prudential Focused Equity FundHDFC Focused 30 FundSBI Focused Equity FundDSP Focus Fund
Point 1Bottom quartile AUM (₹1,354 Cr).Lower mid AUM (₹17,012 Cr).Upper mid AUM (₹27,303 Cr).Highest AUM (₹47,274 Cr).Bottom quartile AUM (₹2,601 Cr).
Point 2Oldest track record among peers (24 yrs).Established history (17+ yrs).Established history (21+ yrs).Established history (21+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).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: 17.29% (upper mid).5Y return: 16.12% (lower mid).5Y return: 18.35% (top quartile).5Y return: 12.87% (bottom quartile).5Y return: 10.73% (bottom quartile).
Point 63Y return: 17.03% (top quartile).3Y return: 16.78% (upper mid).3Y return: 16.01% (lower mid).3Y return: 14.97% (bottom quartile).3Y return: 13.82% (bottom quartile).
Point 71Y return: 24.49% (top quartile).1Y return: 4.01% (lower mid).1Y return: 2.72% (bottom quartile).1Y return: 12.73% (upper mid).1Y return: 1.42% (bottom quartile).
Point 8Alpha: -5.62 (bottom quartile).Alpha: 2.26 (upper mid).Alpha: -0.27 (bottom quartile).Alpha: 10.04 (top quartile).Alpha: 0.68 (lower mid).
Point 9Sharpe: 1.85 (top quartile).Sharpe: -0.20 (lower mid).Sharpe: -0.32 (bottom quartile).Sharpe: 0.18 (upper mid).Sharpe: -0.27 (bottom quartile).
Point 10Information ratio: -0.52 (bottom quartile).Information ratio: 1.27 (top quartile).Information ratio: 0.67 (upper mid).Information ratio: 0.49 (lower mid).Information ratio: 0.39 (bottom quartile).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (24 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (upper mid).
  • 3Y return: 17.03% (top quartile).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹17,012 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.12% (lower mid).
  • 3Y return: 16.78% (upper mid).
  • 1Y return: 4.01% (lower mid).
  • Alpha: 2.26 (upper mid).
  • Sharpe: -0.20 (lower mid).
  • Information ratio: 1.27 (top quartile).

HDFC Focused 30 Fund

  • Upper mid AUM (₹27,303 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.35% (top quartile).
  • 3Y return: 16.01% (lower mid).
  • 1Y return: 2.72% (bottom quartile).
  • Alpha: -0.27 (bottom quartile).
  • Sharpe: -0.32 (bottom quartile).
  • Information ratio: 0.67 (upper mid).

SBI Focused Equity Fund

  • Highest AUM (₹47,274 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.87% (bottom quartile).
  • 3Y return: 14.97% (bottom quartile).
  • 1Y return: 12.73% (upper mid).
  • Alpha: 10.04 (top quartile).
  • Sharpe: 0.18 (upper mid).
  • Information ratio: 0.49 (lower mid).

DSP Focus Fund

  • Bottom quartile AUM (₹2,601 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.73% (bottom quartile).
  • 3Y return: 13.82% (bottom quartile).
  • 1Y return: 1.42% (bottom quartile).
  • Alpha: 0.68 (lower mid).
  • Sharpe: -0.27 (bottom quartile).
  • Information ratio: 0.39 (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 (%)
HDFC Capital Builder Value Fund Growth ₹785.947
↓ -0.49 		₹7,583 300 5.74.15.91614.68.6
Aditya Birla Sun Life Pure Value Fund Growth ₹135.724
↓ -0.55 		₹6,603 1,000 5.47.59.715.814.22.6
Nippon India Value Fund Growth ₹225.627
↑ 0.32 		₹8,962 100 1.1-0.40.415.614.74.2
ICICI Prudential Value Discovery Fund Growth ₹465.54
↑ 0.68 		₹60,198 100 0.9-4.1-0.813.71613.8
UTI Value Opportunities Fund Growth ₹167.303
↑ 0.07 		₹9,440 500 2.9-1.2-0.313.612.27
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Capital Builder Value FundAditya Birla Sun Life Pure Value FundNippon India Value FundICICI Prudential Value Discovery FundUTI Value Opportunities Fund
Point 1Bottom quartile AUM (₹7,583 Cr).Bottom quartile AUM (₹6,603 Cr).Lower mid AUM (₹8,962 Cr).Highest AUM (₹60,198 Cr).Upper mid AUM (₹9,440 Cr).
Point 2Oldest track record among peers (32 yrs).Established history (18+ yrs).Established history (21+ yrs).Established history (21+ yrs).Established history (21+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Not Rated.Rating: 2★ (lower mid).Rating: 1★ (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: 14.57% (lower mid).5Y return: 14.18% (bottom quartile).5Y return: 14.74% (upper mid).5Y return: 16.03% (top quartile).5Y return: 12.22% (bottom quartile).
Point 63Y return: 16.03% (top quartile).3Y return: 15.83% (upper mid).3Y return: 15.56% (lower mid).3Y return: 13.74% (bottom quartile).3Y return: 13.64% (bottom quartile).
Point 71Y return: 5.89% (upper mid).1Y return: 9.74% (top quartile).1Y return: 0.40% (lower mid).1Y return: -0.82% (bottom quartile).1Y return: -0.34% (bottom quartile).
Point 8Alpha: 3.42 (upper mid).Alpha: 6.28 (top quartile).Alpha: -0.61 (lower mid).Alpha: -3.68 (bottom quartile).Alpha: -3.38 (bottom quartile).
Point 9Sharpe: -0.13 (upper mid).Sharpe: 0.01 (top quartile).Sharpe: -0.36 (lower mid).Sharpe: -0.58 (bottom quartile).Sharpe: -0.53 (bottom quartile).
Point 10Information ratio: 1.47 (top quartile).Information ratio: 0.70 (lower mid).Information ratio: 1.12 (upper mid).Information ratio: 0.38 (bottom quartile).Information ratio: 0.27 (bottom quartile).

HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹7,583 Cr).
  • Oldest track record among peers (32 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.57% (lower mid).
  • 3Y return: 16.03% (top quartile).
  • 1Y return: 5.89% (upper mid).
  • Alpha: 3.42 (upper mid).
  • Sharpe: -0.13 (upper mid).
  • Information ratio: 1.47 (top quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,603 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.18% (bottom quartile).
  • 3Y return: 15.83% (upper mid).
  • 1Y return: 9.74% (top quartile).
  • Alpha: 6.28 (top quartile).
  • Sharpe: 0.01 (top quartile).
  • Information ratio: 0.70 (lower mid).

Nippon India Value Fund

  • Lower mid AUM (₹8,962 Cr).
  • Established history (21+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.74% (upper mid).
  • 3Y return: 15.56% (lower mid).
  • 1Y return: 0.40% (lower mid).
  • Alpha: -0.61 (lower mid).
  • Sharpe: -0.36 (lower mid).
  • Information ratio: 1.12 (upper mid).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹60,198 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.03% (top quartile).
  • 3Y return: 13.74% (bottom quartile).
  • 1Y return: -0.82% (bottom quartile).
  • Alpha: -3.68 (bottom quartile).
  • Sharpe: -0.58 (bottom quartile).
  • Information ratio: 0.38 (bottom quartile).

UTI Value Opportunities Fund

  • Upper mid AUM (₹9,440 Cr).
  • Established history (21+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.22% (bottom quartile).
  • 3Y return: 13.64% (bottom quartile).
  • 1Y return: -0.34% (bottom quartile).
  • Alpha: -3.38 (bottom quartile).
  • Sharpe: -0.53 (bottom quartile).
  • Information ratio: 0.27 (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!

    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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