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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on August 19, 2026 , 25518 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 ₹73.29
↓ -0.03 		₹1,847 100 8.75.25.514.411.95.5
Bandhan Large Cap Fund Growth ₹79.587
↑ 0.04 		₹2,061 100 6.20.72.313.411.18.2
ICICI Prudential Bluechip Fund Growth ₹109.39
↑ 0.04 		₹80,962 100 3.5-3.6-212.412.611.3
BNP Paribas Large Cap Fund Growth ₹225.148
↑ 0.48 		₹2,632 300 4.50.2212.411.34.4
Nippon India Large Cap Fund Growth ₹90.2743
↓ -0.03 		₹54,225 100 3.1-2.9-1.912.114.49.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Largecap FundBandhan Large Cap FundICICI Prudential Bluechip FundBNP Paribas Large Cap FundNippon India Large Cap Fund
Point 1Bottom quartile AUM (₹1,847 Cr).Bottom quartile AUM (₹2,061 Cr).Highest AUM (₹80,962 Cr).Lower mid AUM (₹2,632 Cr).Upper mid AUM (₹54,225 Cr).
Point 2Established history (17+ yrs).Established history (20+ yrs).Established history (18+ yrs).Oldest track record among peers (21 yrs).Established history (19+ yrs).
Point 3Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (bottom quartile).Rating: 4★ (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: 11.89% (lower mid).5Y return: 11.09% (bottom quartile).5Y return: 12.60% (upper mid).5Y return: 11.33% (bottom quartile).5Y return: 14.41% (top quartile).
Point 63Y return: 14.39% (top quartile).3Y return: 13.39% (upper mid).3Y return: 12.43% (lower mid).3Y return: 12.36% (bottom quartile).3Y return: 12.11% (bottom quartile).
Point 71Y return: 5.51% (top quartile).1Y return: 2.29% (upper mid).1Y return: -1.99% (bottom quartile).1Y return: 1.98% (lower mid).1Y return: -1.89% (bottom quartile).
Point 8Alpha: 3.75 (top quartile).Alpha: 2.34 (upper mid).Alpha: -2.08 (bottom quartile).Alpha: 0.42 (lower mid).Alpha: -1.21 (bottom quartile).
Point 9Sharpe: -0.25 (lower mid).Sharpe: -0.35 (bottom quartile).Sharpe: -0.30 (bottom quartile).Sharpe: -0.13 (top quartile).Sharpe: -0.24 (upper mid).
Point 10Information ratio: 0.82 (top quartile).Information ratio: 0.63 (lower mid).Information ratio: 0.67 (upper mid).Information ratio: 0.42 (bottom quartile).Information ratio: 0.58 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,847 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.89% (lower mid).
  • 3Y return: 14.39% (top quartile).
  • 1Y return: 5.51% (top quartile).
  • Alpha: 3.75 (top quartile).
  • Sharpe: -0.25 (lower mid).
  • Information ratio: 0.82 (top quartile).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,061 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.09% (bottom quartile).
  • 3Y return: 13.39% (upper mid).
  • 1Y return: 2.29% (upper mid).
  • Alpha: 2.34 (upper mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.63 (lower mid).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹80,962 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.60% (upper mid).
  • 3Y return: 12.43% (lower mid).
  • 1Y return: -1.99% (bottom quartile).
  • Alpha: -2.08 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.67 (upper mid).

BNP Paribas Large Cap Fund

  • Lower mid AUM (₹2,632 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.33% (bottom quartile).
  • 3Y return: 12.36% (bottom quartile).
  • 1Y return: 1.98% (lower mid).
  • Alpha: 0.42 (lower mid).
  • Sharpe: -0.13 (top quartile).
  • Information ratio: 0.42 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹54,225 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.41% (top quartile).
  • 3Y return: 12.11% (bottom quartile).
  • 1Y return: -1.89% (bottom quartile).
  • Alpha: -1.21 (bottom quartile).
  • Sharpe: -0.24 (upper mid).
  • Information ratio: 0.58 (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 ₹40.46
↑ 0.07 		₹1,288 1,000 12.519.826.222.5163.5
Motilal Oswal Multicap 35 Fund Growth ₹63.7383
↑ 0.16 		₹13,940 500 14.311320.412.8-5.6
Mahindra Badhat Yojana Growth ₹39.9089
↑ 0.15 		₹7,184 500 9.611.112.717.716.43.4
ICICI Prudential Multicap Fund Growth ₹872.72
↑ 1.71 		₹18,769 100 4.98.49.317.516.15.7
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 		₹588 300 -4.6-2.619.317.313.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundMotilal Oswal Multicap 35 FundMahindra Badhat YojanaICICI Prudential Multicap FundBNP Paribas Multi Cap Fund
Point 1Bottom quartile AUM (₹1,288 Cr).Upper mid AUM (₹13,940 Cr).Lower mid AUM (₹7,184 Cr).Highest AUM (₹18,769 Cr).Bottom quartile AUM (₹588 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Established history (9+ yrs).Oldest track record among peers (31 yrs).Established history (20+ yrs).
Point 3Not Rated.Top rated.Not Rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 16.00% (lower mid).5Y return: 12.82% (bottom quartile).5Y return: 16.40% (top quartile).5Y return: 16.10% (upper mid).5Y return: 13.57% (bottom quartile).
Point 63Y return: 22.46% (top quartile).3Y return: 20.44% (upper mid).3Y return: 17.69% (lower mid).3Y return: 17.46% (bottom quartile).3Y return: 17.28% (bottom quartile).
Point 71Y return: 26.20% (top quartile).1Y return: 2.98% (bottom quartile).1Y return: 12.73% (lower mid).1Y return: 9.32% (bottom quartile).1Y return: 19.34% (upper mid).
Point 8Alpha: 0.00 (lower mid).Alpha: -3.79 (bottom quartile).Alpha: 3.91 (top quartile).Alpha: 3.61 (upper mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.85 (upper mid).Sharpe: -0.26 (bottom quartile).Sharpe: 0.25 (lower mid).Sharpe: 0.21 (bottom quartile).Sharpe: 2.86 (top quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.70 (top quartile).Information ratio: 0.62 (upper mid).Information ratio: 0.54 (lower mid).Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,288 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 16.00% (lower mid).
  • 3Y return: 22.46% (top quartile).
  • 1Y return: 26.20% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.85 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹13,940 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.82% (bottom quartile).
  • 3Y return: 20.44% (upper mid).
  • 1Y return: 2.98% (bottom quartile).
  • Alpha: -3.79 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: 0.70 (top quartile).

Mahindra Badhat Yojana

  • Lower mid AUM (₹7,184 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.40% (top quartile).
  • 3Y return: 17.69% (lower mid).
  • 1Y return: 12.73% (lower mid).
  • Alpha: 3.91 (top quartile).
  • Sharpe: 0.25 (lower mid).
  • Information ratio: 0.62 (upper mid).

ICICI Prudential Multicap Fund

  • Highest AUM (₹18,769 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.10% (upper mid).
  • 3Y return: 17.46% (bottom quartile).
  • 1Y return: 9.32% (bottom quartile).
  • Alpha: 3.61 (upper mid).
  • Sharpe: 0.21 (bottom quartile).
  • Information ratio: 0.54 (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% (bottom quartile).
  • 1Y return: 19.34% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.86 (top quartile).
  • Information ratio: 0.00 (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 (%)
ICICI Prudential MidCap Fund Growth ₹348.73
↑ 0.77 		₹7,954 100 3.4916.623.218.611.1
BNP Paribas Mid Cap Fund Growth ₹113.204
↑ 0.17 		₹2,584 300 3.67.611.617.715.52.5
Aditya Birla Sun Life Midcap Fund Growth ₹868.49
↓ -0.93 		₹6,723 1,000 8.3101017.515.44.4
TATA Mid Cap Growth Fund Growth ₹469.315
↑ 0.61 		₹6,056 150 5.34.98.515.815.55.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 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 (₹7,954 Cr).Bottom quartile AUM (₹2,584 Cr).Upper mid AUM (₹6,723 Cr).Lower mid AUM (₹6,056 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: 18.55% (top quartile).5Y return: 15.46% (lower mid).5Y return: 15.37% (bottom quartile).5Y return: 15.51% (upper mid).
Point 63Y return: 23.24% (top quartile).3Y return: 17.71% (upper mid).3Y return: 17.48% (lower mid).3Y return: 15.75% (bottom quartile).
Point 71Y return: 16.56% (top quartile).1Y return: 11.58% (upper mid).1Y return: 9.95% (lower mid).1Y return: 8.53% (bottom quartile).
Point 8Alpha: 4.57 (top quartile).Alpha: 2.17 (upper mid).Alpha: -1.60 (bottom quartile).Alpha: -1.11 (lower mid).
Point 9Sharpe: 0.48 (top quartile).Sharpe: 0.38 (upper mid).Sharpe: 0.17 (bottom quartile).Sharpe: 0.19 (lower mid).
Point 10Information ratio: 0.73 (top quartile).Information ratio: -0.22 (upper mid).Information ratio: -0.51 (lower mid).Information ratio: -0.72 (bottom quartile).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,954 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.55% (top quartile).
  • 3Y return: 23.24% (top quartile).
  • 1Y return: 16.56% (top quartile).
  • Alpha: 4.57 (top quartile).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: 0.73 (top quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,584 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.46% (lower mid).
  • 3Y return: 17.71% (upper mid).
  • 1Y return: 11.58% (upper mid).
  • Alpha: 2.17 (upper mid).
  • Sharpe: 0.38 (upper mid).
  • Information ratio: -0.22 (upper mid).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,723 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.37% (bottom quartile).
  • 3Y return: 17.48% (lower mid).
  • 1Y return: 9.95% (lower mid).
  • Alpha: -1.60 (bottom quartile).
  • Sharpe: 0.17 (bottom quartile).
  • Information ratio: -0.51 (lower mid).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹6,056 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.51% (upper mid).
  • 3Y return: 15.75% (bottom quartile).
  • 1Y return: 8.53% (bottom quartile).
  • Alpha: -1.11 (lower mid).
  • Sharpe: 0.19 (lower mid).
  • Information ratio: -0.72 (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 (%)
IDBI Small Cap Fund Growth ₹35.1342
↑ 0.03 		₹758 500 12.322.617.519.118.8-13.4
DSP Small Cap Fund  Growth ₹232.052
↑ 0.58 		₹20,221 500 13.619.217.818.518.7-2.8
Sundaram Small Cap Fund Growth ₹301.194
↑ 0.41 		₹3,922 100 9.518.11718.317.60.4
Nippon India Small Cap Fund Growth ₹186.219
↓ -0.02 		₹78,957 100 7.814.39.916.920.1-4.7
Aditya Birla Sun Life Small Cap Fund Growth ₹100.787
↑ 0.08 		₹5,865 1,000 11.218.718.116.414.8-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryIDBI Small Cap FundDSP Small Cap Fund Sundaram Small Cap FundNippon India Small Cap FundAditya Birla Sun Life Small Cap Fund
Point 1Bottom quartile AUM (₹758 Cr).Upper mid AUM (₹20,221 Cr).Bottom quartile AUM (₹3,922 Cr).Highest AUM (₹78,957 Cr).Lower mid AUM (₹5,865 Cr).
Point 2Established history (9+ yrs).Established history (19+ yrs).Oldest track record among peers (21 yrs).Established history (15+ yrs).Established history (19+ yrs).
Point 3Not Rated.Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).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: 18.76% (upper mid).5Y return: 18.75% (lower mid).5Y return: 17.62% (bottom quartile).5Y return: 20.10% (top quartile).5Y return: 14.79% (bottom quartile).
Point 63Y return: 19.07% (top quartile).3Y return: 18.50% (upper mid).3Y return: 18.34% (lower mid).3Y return: 16.86% (bottom quartile).3Y return: 16.38% (bottom quartile).
Point 71Y return: 17.52% (lower mid).1Y return: 17.79% (upper mid).1Y return: 17.04% (bottom quartile).1Y return: 9.90% (bottom quartile).1Y return: 18.15% (top quartile).
Point 8Alpha: 4.12 (upper mid).Alpha: 0.00 (bottom quartile).Alpha: 5.33 (top quartile).Alpha: 0.80 (lower mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.26 (bottom quartile).Sharpe: 0.30 (lower mid).Sharpe: 0.31 (upper mid).Sharpe: 0.12 (bottom quartile).Sharpe: 0.40 (top quartile).
Point 10Information ratio: -0.07 (bottom quartile).Information ratio: 0.00 (top quartile).Information ratio: -0.05 (lower mid).Information ratio: -0.26 (bottom quartile).Information ratio: 0.00 (upper mid).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹758 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.76% (upper mid).
  • 3Y return: 19.07% (top quartile).
  • 1Y return: 17.52% (lower mid).
  • Alpha: 4.12 (upper mid).
  • Sharpe: 0.26 (bottom quartile).
  • Information ratio: -0.07 (bottom quartile).

DSP Small Cap Fund 

  • Upper mid AUM (₹20,221 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.75% (lower mid).
  • 3Y return: 18.50% (upper mid).
  • 1Y return: 17.79% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.30 (lower mid).
  • Information ratio: 0.00 (top quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,922 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.62% (bottom quartile).
  • 3Y return: 18.34% (lower mid).
  • 1Y return: 17.04% (bottom quartile).
  • Alpha: 5.33 (top quartile).
  • Sharpe: 0.31 (upper mid).
  • Information ratio: -0.05 (lower mid).

Nippon India Small Cap Fund

  • Highest AUM (₹78,957 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.10% (top quartile).
  • 3Y return: 16.86% (bottom quartile).
  • 1Y return: 9.90% (bottom quartile).
  • Alpha: 0.80 (lower mid).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: -0.26 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹5,865 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.79% (bottom quartile).
  • 3Y return: 16.38% (bottom quartile).
  • 1Y return: 18.15% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.40 (top quartile).
  • 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 (%)
Motilal Oswal Long Term Equity Fund Growth ₹57.6097
↑ 0.36 		₹4,784 500 8.817.913.622.417.3-9.1
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
JM Tax Gain Fund Growth ₹53.0455
↑ 0.12 		₹242 500 11.910.78.416.815.12.5
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 		₹210 500 -6.1-3.517.616.711.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundIDBI Equity Advantage FundHDFC Long Term Advantage FundJM Tax Gain FundBaroda Pioneer ELSS 96
Point 1Highest AUM (₹4,784 Cr).Lower mid AUM (₹485 Cr).Upper mid AUM (₹1,318 Cr).Bottom quartile AUM (₹242 Cr).Bottom quartile AUM (₹210 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Oldest track record among peers (25 yrs).Established history (18+ yrs).Established history (11+ yrs).
Point 3Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not 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: 17.32% (upper mid).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (top quartile).5Y return: 15.10% (lower mid).5Y return: 11.62% (bottom quartile).
Point 63Y return: 22.38% (top quartile).3Y return: 20.84% (upper mid).3Y return: 20.64% (lower mid).3Y return: 16.80% (bottom quartile).3Y return: 16.70% (bottom quartile).
Point 71Y return: 13.56% (bottom quartile).1Y return: 16.92% (lower mid).1Y return: 35.51% (top quartile).1Y return: 8.44% (bottom quartile).1Y return: 17.56% (upper mid).
Point 8Alpha: 2.11 (lower mid).Alpha: 1.78 (bottom quartile).Alpha: 1.75 (bottom quartile).Alpha: 5.40 (upper mid).Alpha: 5.69 (top quartile).
Point 9Sharpe: 0.07 (bottom quartile).Sharpe: 1.21 (lower mid).Sharpe: 2.27 (upper mid).Sharpe: 0.22 (bottom quartile).Sharpe: 2.51 (top quartile).
Point 10Information ratio: 0.65 (upper mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 0.70 (top quartile).Information ratio: -0.09 (lower mid).

Motilal Oswal Long Term Equity Fund

  • Highest AUM (₹4,784 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.32% (upper mid).
  • 3Y return: 22.38% (top quartile).
  • 1Y return: 13.56% (bottom quartile).
  • Alpha: 2.11 (lower mid).
  • Sharpe: 0.07 (bottom quartile).
  • Information ratio: 0.65 (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% (upper mid).
  • 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% (lower mid).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (bottom quartile).
  • Sharpe: 2.27 (upper mid).
  • Information ratio: -0.15 (bottom quartile).

JM Tax Gain Fund

  • Bottom quartile AUM (₹242 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.10% (lower mid).
  • 3Y return: 16.80% (bottom quartile).
  • 1Y return: 8.44% (bottom quartile).
  • Alpha: 5.40 (upper mid).
  • Sharpe: 0.22 (bottom quartile).
  • Information ratio: 0.70 (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 (top quartile).
  • Sharpe: 2.51 (top quartile).
  • Information ratio: -0.09 (lower 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 ₹108.449
↑ 0.42 		₹2,441 500 -2.80.121.42116.517.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹67.44
↓ -0.01 		₹893 1,000 6.913.519.922.821.17.8
SBI Healthcare Opportunities Fund Growth ₹515.702
↓ -2.11 		₹5,400 500 9.622.517.922.918-3.5
DSP India T.I.G.E.R Fund Growth ₹365.749
↑ 1.07 		₹6,325 500 412.516.321.522.5-2.5
SBI Magnum Global Fund Growth ₹414.659
↑ 0.14 		₹6,481 500 10.316.615.38.39.2-5.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Aug 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 FundSBI Magnum Global Fund
Point 1Bottom quartile AUM (₹2,441 Cr).Bottom quartile AUM (₹893 Cr).Lower mid AUM (₹5,400 Cr).Upper mid AUM (₹6,325 Cr).Highest AUM (₹6,481 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (21+ yrs).Oldest track record among peers (22 yrs).Established history (21+ yrs).
Point 3Top rated.Not Rated.Rating: 2★ (lower mid).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 16.52% (bottom quartile).5Y return: 21.08% (upper mid).5Y return: 18.01% (lower mid).5Y return: 22.49% (top quartile).5Y return: 9.15% (bottom quartile).
Point 63Y return: 20.97% (bottom quartile).3Y return: 22.83% (upper mid).3Y return: 22.87% (top quartile).3Y return: 21.55% (lower mid).3Y return: 8.27% (bottom quartile).
Point 71Y return: 21.41% (top quartile).1Y return: 19.91% (upper mid).1Y return: 17.93% (lower mid).1Y return: 16.31% (bottom quartile).1Y return: 15.34% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 3.75 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: -2.12 (bottom quartile).
Point 9Sharpe: 0.93 (top quartile).Sharpe: 0.70 (lower mid).Sharpe: 0.71 (upper mid).Sharpe: 0.52 (bottom quartile).Sharpe: 0.39 (bottom quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.02 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: -0.77 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹2,441 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 16.52% (bottom quartile).
  • 3Y return: 20.97% (bottom quartile).
  • 1Y return: 21.41% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.93 (top quartile).
  • Information ratio: 0.00 (upper mid).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹893 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 21.08% (upper mid).
  • 3Y return: 22.83% (upper mid).
  • 1Y return: 19.91% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.70 (lower mid).
  • Information ratio: 0.00 (lower mid).

SBI Healthcare Opportunities Fund

  • Lower mid AUM (₹5,400 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.01% (lower mid).
  • 3Y return: 22.87% (top quartile).
  • 1Y return: 17.93% (lower mid).
  • Alpha: 3.75 (top quartile).
  • Sharpe: 0.71 (upper mid).
  • Information ratio: 0.02 (top quartile).

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

  • Upper mid AUM (₹6,325 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.49% (top quartile).
  • 3Y return: 21.55% (lower mid).
  • 1Y return: 16.31% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.52 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

SBI Magnum Global Fund

  • Highest AUM (₹6,481 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.15% (bottom quartile).
  • 3Y return: 8.27% (bottom quartile).
  • 1Y return: 15.34% (bottom quartile).
  • Alpha: -2.12 (bottom quartile).
  • Sharpe: 0.39 (bottom quartile).
  • Information ratio: -0.77 (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 (%)
ICICI Prudential Focused Equity Fund Growth ₹96.19
₹17,764 100 7.10.33.217.61615.4
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
SBI Focused Equity Fund Growth ₹402.67
↑ 3.23 		₹50,041 500 57.214.616.51315.7
HDFC Focused 30 Fund Growth ₹235.635
↑ 0.05 		₹27,925 300 7.2-21.116.118.710.9
Motilal Oswal Focused 25 Fund  Growth ₹53.5238
↑ 0.21 		₹1,693 500 18.224.725.414.410.5-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundSundaram Select Focus FundSBI Focused Equity FundHDFC Focused 30 FundMotilal Oswal Focused 25 Fund 
Point 1Lower mid AUM (₹17,764 Cr).Bottom quartile AUM (₹1,354 Cr).Highest AUM (₹50,041 Cr).Upper mid AUM (₹27,925 Cr).Bottom quartile AUM (₹1,693 Cr).
Point 2Established history (17+ yrs).Oldest track record among peers (24 yrs).Established history (21+ yrs).Established history (21+ yrs).Established history (13+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).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: 16.01% (lower mid).5Y return: 17.29% (upper mid).5Y return: 12.98% (bottom quartile).5Y return: 18.74% (top quartile).5Y return: 10.54% (bottom quartile).
Point 63Y return: 17.59% (top quartile).3Y return: 17.03% (upper mid).3Y return: 16.53% (lower mid).3Y return: 16.12% (bottom quartile).3Y return: 14.36% (bottom quartile).
Point 71Y return: 3.16% (bottom quartile).1Y return: 24.49% (upper mid).1Y return: 14.63% (lower mid).1Y return: 1.10% (bottom quartile).1Y return: 25.37% (top quartile).
Point 8Alpha: 1.94 (lower mid).Alpha: -5.62 (bottom quartile).Alpha: 11.68 (upper mid).Alpha: -0.60 (bottom quartile).Alpha: 12.26 (top quartile).
Point 9Sharpe: 0.05 (bottom quartile).Sharpe: 1.85 (top quartile).Sharpe: 0.54 (lower mid).Sharpe: -0.08 (bottom quartile).Sharpe: 0.61 (upper mid).
Point 10Information ratio: 1.18 (top quartile).Information ratio: -0.52 (bottom quartile).Information ratio: 0.54 (lower mid).Information ratio: 0.69 (upper mid).Information ratio: -0.07 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹17,764 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.01% (lower mid).
  • 3Y return: 17.59% (top quartile).
  • 1Y return: 3.16% (bottom quartile).
  • Alpha: 1.94 (lower mid).
  • Sharpe: 0.05 (bottom quartile).
  • Information ratio: 1.18 (top 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% (upper mid).
  • 1Y return: 24.49% (upper mid).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

SBI Focused Equity Fund

  • Highest AUM (₹50,041 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.98% (bottom quartile).
  • 3Y return: 16.53% (lower mid).
  • 1Y return: 14.63% (lower mid).
  • Alpha: 11.68 (upper mid).
  • Sharpe: 0.54 (lower mid).
  • Information ratio: 0.54 (lower mid).

HDFC Focused 30 Fund

  • Upper mid AUM (₹27,925 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.74% (top quartile).
  • 3Y return: 16.12% (bottom quartile).
  • 1Y return: 1.10% (bottom quartile).
  • Alpha: -0.60 (bottom quartile).
  • Sharpe: -0.08 (bottom quartile).
  • Information ratio: 0.69 (upper mid).

Motilal Oswal Focused 25 Fund 

  • Bottom quartile AUM (₹1,693 Cr).
  • Established history (13+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.54% (bottom quartile).
  • 3Y return: 14.36% (bottom quartile).
  • 1Y return: 25.37% (top quartile).
  • Alpha: 12.26 (top quartile).
  • Sharpe: 0.61 (upper mid).
  • Information ratio: -0.07 (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 ₹800.961
↑ 0.27 		₹7,934 300 8.54.47.817.114.88.6
Aditya Birla Sun Life Pure Value Fund Growth ₹139.06
↑ 0.62 		₹6,739 1,000 6.7913.616.215.42.6
Nippon India Value Fund Growth ₹226.69
↑ 0.32 		₹9,098 100 3.1-1.61.115.7154.2
Tata Equity PE Fund Growth ₹357.682
↑ 2.65 		₹8,492 150 5.50.73.914.114.33.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹133.051
↑ 0.98 		₹8,492 150 5.50.73.91414.23.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Capital Builder Value FundAditya Birla Sun Life Pure Value FundNippon India Value FundTata Equity PE FundTata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Point 1Bottom quartile AUM (₹7,934 Cr).Bottom quartile AUM (₹6,739 Cr).Highest AUM (₹9,098 Cr).Upper mid AUM (₹8,492 Cr).Lower mid AUM (₹8,492 Cr).
Point 2Oldest track record among peers (32 yrs).Established history (18+ yrs).Established history (21+ yrs).Established history (22+ yrs).Established history (16+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not Rated.Top rated.Not 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: 14.84% (lower mid).5Y return: 15.38% (top quartile).5Y return: 15.04% (upper mid).5Y return: 14.27% (bottom quartile).5Y return: 14.23% (bottom quartile).
Point 63Y return: 17.05% (top quartile).3Y return: 16.23% (upper mid).3Y return: 15.65% (lower mid).3Y return: 14.08% (bottom quartile).3Y return: 14.05% (bottom quartile).
Point 71Y return: 7.81% (upper mid).1Y return: 13.63% (top quartile).1Y return: 1.10% (bottom quartile).1Y return: 3.91% (bottom quartile).1Y return: 3.92% (lower mid).
Point 8Alpha: 3.35 (upper mid).Alpha: 7.11 (top quartile).Alpha: -2.02 (bottom quartile).Alpha: -1.97 (lower mid).Alpha: -1.97 (bottom quartile).
Point 9Sharpe: 0.15 (upper mid).Sharpe: 0.34 (top quartile).Sharpe: -0.15 (lower mid).Sharpe: -0.17 (bottom quartile).Sharpe: -0.17 (bottom quartile).
Point 10Information ratio: 1.50 (top quartile).Information ratio: 0.52 (lower mid).Information ratio: 0.91 (upper mid).Information ratio: 0.12 (bottom quartile).Information ratio: 0.11 (bottom quartile).

HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹7,934 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.84% (lower mid).
  • 3Y return: 17.05% (top quartile).
  • 1Y return: 7.81% (upper mid).
  • Alpha: 3.35 (upper mid).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: 1.50 (top quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,739 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.38% (top quartile).
  • 3Y return: 16.23% (upper mid).
  • 1Y return: 13.63% (top quartile).
  • Alpha: 7.11 (top quartile).
  • Sharpe: 0.34 (top quartile).
  • Information ratio: 0.52 (lower mid).

Nippon India Value Fund

  • Highest AUM (₹9,098 Cr).
  • Established history (21+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.04% (upper mid).
  • 3Y return: 15.65% (lower mid).
  • 1Y return: 1.10% (bottom quartile).
  • Alpha: -2.02 (bottom quartile).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: 0.91 (upper mid).

Tata Equity PE Fund

  • Upper mid AUM (₹8,492 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.27% (bottom quartile).
  • 3Y return: 14.08% (bottom quartile).
  • 1Y return: 3.91% (bottom quartile).
  • Alpha: -1.97 (lower mid).
  • Sharpe: -0.17 (bottom quartile).
  • Information ratio: 0.12 (bottom quartile).

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

  • Lower mid AUM (₹8,492 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.23% (bottom quartile).
  • 3Y return: 14.05% (bottom quartile).
  • 1Y return: 3.92% (lower mid).
  • Alpha: -1.97 (bottom quartile).
  • Sharpe: -0.17 (bottom quartile).
  • Information ratio: 0.11 (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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