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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on March 31, 2026 , 25152 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 ₹83.0948
↑ 0.28 		₹51,404 100 -12.3-9015.515.19.2
ICICI Prudential Bluechip Fund Growth ₹101.2
↑ 1.33 		₹77,452 100 -12.6-8.4-0.414.413.311.3
DSP TOP 100 Equity Growth ₹427.723
↑ 0.54 		₹7,270 500 -12.6-9.2-414.410.98.4
Invesco India Largecap Fund Growth ₹62.49
↑ 0.04 		₹1,702 100 -12.6-9.5-0.51411.85.5
Bandhan Large Cap Fund Growth ₹70.65
↓ 0.00 		₹2,024 100 -13-7.9013.911.18.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundDSP TOP 100 EquityInvesco India Largecap FundBandhan Large Cap Fund
Point 1Upper mid AUM (₹51,404 Cr).Highest AUM (₹77,452 Cr).Lower mid AUM (₹7,270 Cr).Bottom quartile AUM (₹1,702 Cr).Bottom quartile AUM (₹2,024 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (23 yrs).Established history (16+ yrs).Established history (19+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower 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: 15.10% (top quartile).5Y return: 13.26% (upper mid).5Y return: 10.85% (bottom quartile).5Y return: 11.80% (lower mid).5Y return: 11.05% (bottom quartile).
Point 63Y return: 15.46% (top quartile).3Y return: 14.44% (upper mid).3Y return: 14.39% (lower mid).3Y return: 13.98% (bottom quartile).3Y return: 13.92% (bottom quartile).
Point 71Y return: 0.05% (top quartile).1Y return: -0.35% (lower mid).1Y return: -4.00% (bottom quartile).1Y return: -0.53% (bottom quartile).1Y return: 0.05% (upper mid).
Point 8Alpha: 2.67 (top quartile).Alpha: 0.83 (lower mid).Alpha: -1.67 (bottom quartile).Alpha: -0.05 (bottom quartile).Alpha: 1.64 (upper mid).
Point 9Sharpe: 1.23 (top quartile).Sharpe: 1.07 (lower mid).Sharpe: 0.75 (bottom quartile).Sharpe: 0.97 (bottom quartile).Sharpe: 1.11 (upper mid).
Point 10Information ratio: 1.27 (top quartile).Information ratio: 0.92 (upper mid).Information ratio: 0.58 (bottom quartile).Information ratio: 0.44 (bottom quartile).Information ratio: 0.67 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹51,404 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.10% (top quartile).
  • 3Y return: 15.46% (top quartile).
  • 1Y return: 0.05% (top quartile).
  • Alpha: 2.67 (top quartile).
  • Sharpe: 1.23 (top quartile).
  • Information ratio: 1.27 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹77,452 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.26% (upper mid).
  • 3Y return: 14.44% (upper mid).
  • 1Y return: -0.35% (lower mid).
  • Alpha: 0.83 (lower mid).
  • Sharpe: 1.07 (lower mid).
  • Information ratio: 0.92 (upper mid).

DSP TOP 100 Equity

  • Lower mid AUM (₹7,270 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.85% (bottom quartile).
  • 3Y return: 14.39% (lower mid).
  • 1Y return: -4.00% (bottom quartile).
  • Alpha: -1.67 (bottom quartile).
  • Sharpe: 0.75 (bottom quartile).
  • Information ratio: 0.58 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,702 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.80% (lower mid).
  • 3Y return: 13.98% (bottom quartile).
  • 1Y return: -0.53% (bottom quartile).
  • Alpha: -0.05 (bottom quartile).
  • Sharpe: 0.97 (bottom quartile).
  • Information ratio: 0.44 (bottom quartile).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,024 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 11.05% (bottom quartile).
  • 3Y return: 13.92% (bottom quartile).
  • 1Y return: 0.05% (upper mid).
  • Alpha: 1.64 (upper mid).
  • Sharpe: 1.11 (upper mid).
  • Information ratio: 0.67 (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 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹31.52
↓ -0.15 		₹1,107 1,000 -6.9-2.48.319.5133.5
Motilal Oswal Multicap 35 Fund Growth ₹52.1974
↑ 0.09 		₹12,890 500 -14.2-13.6-8.518.710.4-5.6
Nippon India Multi Cap Fund Growth ₹271.95
↑ 1.16 		₹50,820 100 -10.2-91.318.618.94.1
Mahindra Badhat Yojana Growth ₹32.7941
↓ -0.09 		₹6,174 500 -10.1-5.62.717.715.93.4
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 2 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundMotilal Oswal Multicap 35 FundNippon India Multi Cap FundMahindra Badhat YojanaBNP Paribas Multi Cap Fund
Point 1Bottom quartile AUM (₹1,107 Cr).Upper mid AUM (₹12,890 Cr).Highest AUM (₹50,820 Cr).Lower mid AUM (₹6,174 Cr).Bottom quartile AUM (₹588 Cr).
Point 2Established history (11+ yrs).Established history (11+ yrs).Oldest track record among peers (21 yrs).Established history (8+ yrs).Established history (20+ yrs).
Point 3Not Rated.Top rated.Rating: 2★ (lower mid).Not Rated.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: 12.98% (bottom quartile).5Y return: 10.38% (bottom quartile).5Y return: 18.93% (top quartile).5Y return: 15.93% (upper mid).5Y return: 13.57% (lower mid).
Point 63Y return: 19.52% (top quartile).3Y return: 18.72% (upper mid).3Y return: 18.63% (lower mid).3Y return: 17.71% (bottom quartile).3Y return: 17.28% (bottom quartile).
Point 71Y return: 8.28% (upper mid).1Y return: -8.54% (bottom quartile).1Y return: 1.30% (bottom quartile).1Y return: 2.71% (lower mid).1Y return: 19.34% (top quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: -11.42 (bottom quartile).Alpha: 1.47 (upper mid).Alpha: 2.49 (top quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 1.35 (upper mid).Sharpe: 0.13 (bottom quartile).Sharpe: 1.02 (bottom quartile).Sharpe: 1.15 (lower mid).Sharpe: 2.86 (top quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.33 (lower mid).Information ratio: 0.52 (top quartile).Information ratio: 0.39 (upper mid).Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,107 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 12.98% (bottom quartile).
  • 3Y return: 19.52% (top quartile).
  • 1Y return: 8.28% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.35 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Upper mid AUM (₹12,890 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.38% (bottom quartile).
  • 3Y return: 18.72% (upper mid).
  • 1Y return: -8.54% (bottom quartile).
  • Alpha: -11.42 (bottom quartile).
  • Sharpe: 0.13 (bottom quartile).
  • Information ratio: 0.33 (lower mid).

Nippon India Multi Cap Fund

  • Highest AUM (₹50,820 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.93% (top quartile).
  • 3Y return: 18.63% (lower mid).
  • 1Y return: 1.30% (bottom quartile).
  • Alpha: 1.47 (upper mid).
  • Sharpe: 1.02 (bottom quartile).
  • Information ratio: 0.52 (top quartile).

Mahindra Badhat Yojana

  • Lower mid AUM (₹6,174 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.93% (upper mid).
  • 3Y return: 17.71% (bottom quartile).
  • 1Y return: 2.71% (lower mid).
  • Alpha: 2.49 (top quartile).
  • Sharpe: 1.15 (lower mid).
  • Information ratio: 0.39 (upper 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% (lower mid).
  • 3Y return: 17.28% (bottom quartile).
  • 1Y return: 19.34% (top quartile).
  • 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 ₹293.52
↑ 5.59 		₹7,280 100 -7.3-0.715.123.11811.1
TATA Mid Cap Growth Fund Growth ₹404.372
↓ -0.21 		₹5,505 150 -11.4-5.43.718.915.45.8
BNP Paribas Mid Cap Fund Growth ₹96.629
↓ -0.52 		₹2,341 300 -8.9-3.85.118.715.42.5
Aditya Birla Sun Life Midcap Fund Growth ₹707.98
↓ -2.64 		₹6,130 1,000 -12.8-8.5-0.417.614.84.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 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 (₹7,280 Cr).Lower mid AUM (₹5,505 Cr).Bottom quartile AUM (₹2,341 Cr).Upper mid AUM (₹6,130 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: 18.01% (top quartile).5Y return: 15.38% (lower mid).5Y return: 15.42% (upper mid).5Y return: 14.80% (bottom quartile).
Point 63Y return: 23.07% (top quartile).3Y return: 18.91% (upper mid).3Y return: 18.68% (lower mid).3Y return: 17.64% (bottom quartile).
Point 71Y return: 15.11% (top quartile).1Y return: 3.73% (lower mid).1Y return: 5.09% (upper mid).1Y return: -0.39% (bottom quartile).
Point 8Alpha: 7.09 (top quartile).Alpha: 2.00 (lower mid).Alpha: 2.75 (upper mid).Alpha: -2.93 (bottom quartile).
Point 9Sharpe: 1.77 (top quartile).Sharpe: 1.43 (lower mid).Sharpe: 1.59 (upper mid).Sharpe: 1.02 (bottom quartile).
Point 10Information ratio: 0.34 (top quartile).Information ratio: -0.61 (upper mid).Information ratio: -0.68 (lower mid).Information ratio: -0.93 (bottom quartile).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,280 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.01% (top quartile).
  • 3Y return: 23.07% (top quartile).
  • 1Y return: 15.11% (top quartile).
  • Alpha: 7.09 (top quartile).
  • Sharpe: 1.77 (top quartile).
  • Information ratio: 0.34 (top quartile).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹5,505 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.38% (lower mid).
  • 3Y return: 18.91% (upper mid).
  • 1Y return: 3.73% (lower mid).
  • Alpha: 2.00 (lower mid).
  • Sharpe: 1.43 (lower mid).
  • Information ratio: -0.61 (upper mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,341 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.42% (upper mid).
  • 3Y return: 18.68% (lower mid).
  • 1Y return: 5.09% (upper mid).
  • Alpha: 2.75 (upper mid).
  • Sharpe: 1.59 (upper mid).
  • Information ratio: -0.68 (lower mid).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,130 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.80% (bottom quartile).
  • 3Y return: 17.64% (bottom quartile).
  • 1Y return: -0.39% (bottom quartile).
  • Alpha: -2.93 (bottom quartile).
  • Sharpe: 1.02 (bottom quartile).
  • Information ratio: -0.93 (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 (%)
DSP Small Cap Fund  Growth ₹181.132
↑ 0.62 		₹16,886 500 -8.5-6.66.118.717.7-2.8
Nippon India Small Cap Fund Growth ₹150.855
↑ 0.00 		₹67,642 100 -9.9-9.7-0.118.420.2-4.7
Sundaram Small Cap Fund Growth ₹235.057
↑ 0.55 		₹3,306 100 -10.5-9417.3170.4
Aditya Birla Sun Life Small Cap Fund Growth ₹78.0308
↓ -0.11 		₹4,882 1,000 -9-6.92.816.412.5-3.7
Franklin India Smaller Companies Fund Growth ₹149.531
↑ 0.28 		₹12,934 500 -10.1-10-2.415.817.1-8.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Small Cap Fund Nippon India Small Cap FundSundaram Small Cap FundAditya Birla Sun Life Small Cap FundFranklin India Smaller Companies Fund
Point 1Upper mid AUM (₹16,886 Cr).Highest AUM (₹67,642 Cr).Bottom quartile AUM (₹3,306 Cr).Bottom quartile AUM (₹4,882 Cr).Lower mid AUM (₹12,934 Cr).
Point 2Established history (18+ yrs).Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (18+ yrs).Established history (20+ yrs).
Point 3Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Top rated.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: 17.66% (upper mid).5Y return: 20.20% (top quartile).5Y return: 17.00% (bottom quartile).5Y return: 12.53% (bottom quartile).5Y return: 17.09% (lower mid).
Point 63Y return: 18.69% (top quartile).3Y return: 18.38% (upper mid).3Y return: 17.33% (lower mid).3Y return: 16.39% (bottom quartile).3Y return: 15.77% (bottom quartile).
Point 71Y return: 6.06% (top quartile).1Y return: -0.06% (bottom quartile).1Y return: 4.05% (upper mid).1Y return: 2.81% (lower mid).1Y return: -2.44% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 2.58 (upper mid).Alpha: 6.09 (top quartile).Alpha: 0.00 (bottom quartile).Alpha: -0.83 (bottom quartile).
Point 9Sharpe: 0.90 (lower mid).Sharpe: 0.76 (bottom quartile).Sharpe: 1.01 (top quartile).Sharpe: 0.95 (upper mid).Sharpe: 0.48 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.10 (lower mid).Information ratio: -0.31 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.58 (bottom quartile).

DSP Small Cap Fund 

  • Upper mid AUM (₹16,886 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.66% (upper mid).
  • 3Y return: 18.69% (top quartile).
  • 1Y return: 6.06% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.90 (lower mid).
  • Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹67,642 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.20% (top quartile).
  • 3Y return: 18.38% (upper mid).
  • 1Y return: -0.06% (bottom quartile).
  • Alpha: 2.58 (upper mid).
  • Sharpe: 0.76 (bottom quartile).
  • Information ratio: -0.10 (lower mid).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,306 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.00% (bottom quartile).
  • 3Y return: 17.33% (lower mid).
  • 1Y return: 4.05% (upper mid).
  • Alpha: 6.09 (top quartile).
  • Sharpe: 1.01 (top quartile).
  • Information ratio: -0.31 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹4,882 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.53% (bottom quartile).
  • 3Y return: 16.39% (bottom quartile).
  • 1Y return: 2.81% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.95 (upper mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

  • Lower mid AUM (₹12,934 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.09% (lower mid).
  • 3Y return: 15.77% (bottom quartile).
  • 1Y return: -2.44% (bottom quartile).
  • Alpha: -0.83 (bottom quartile).
  • Sharpe: 0.48 (bottom quartile).
  • Information ratio: -0.58 (bottom quartile).

بہترین ELSS (ٹیکس سیونگ میوچل فنڈز) SIP کے لیے

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
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 ₹46.8635
↓ -0.24 		₹4,175 500 -7.8-9.32.820.515.9-9.1
SBI Magnum Tax Gain Fund Growth ₹397.951
↑ 0.01 		₹32,171 500 -13-7.8-2.319.516.76.6
HDFC Tax Saver Fund Growth ₹1,271.95
↑ 2.23 		₹16,618 500 -13.3-10.4-2.316.816.610.3
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 FundSBI Magnum Tax Gain FundHDFC Tax Saver Fund
Point 1Bottom quartile AUM (₹485 Cr).Bottom quartile AUM (₹1,318 Cr).Lower mid AUM (₹4,175 Cr).Highest AUM (₹32,171 Cr).Upper mid AUM (₹16,618 Cr).
Point 2Established history (12+ yrs).Established history (25+ yrs).Established history (11+ yrs).Established history (18+ yrs).Oldest track record among peers (30 yrs).
Point 3Top rated.Rating: 3★ (upper mid).Not Rated.Rating: 2★ (lower 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: 9.97% (bottom quartile).5Y return: 17.39% (top quartile).5Y return: 15.91% (bottom quartile).5Y return: 16.75% (upper mid).5Y return: 16.59% (lower mid).
Point 63Y return: 20.84% (top quartile).3Y return: 20.64% (upper mid).3Y return: 20.47% (lower mid).3Y return: 19.52% (bottom quartile).3Y return: 16.84% (bottom quartile).
Point 71Y return: 16.92% (upper mid).1Y return: 35.51% (top quartile).1Y return: 2.83% (lower mid).1Y return: -2.25% (bottom quartile).1Y return: -2.28% (bottom quartile).
Point 8Alpha: 1.78 (top quartile).Alpha: 1.75 (upper mid).Alpha: -3.97 (bottom quartile).Alpha: 0.04 (bottom quartile).Alpha: 1.08 (lower mid).
Point 9Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).Sharpe: 0.64 (bottom quartile).Sharpe: 0.99 (bottom quartile).Sharpe: 1.09 (lower mid).
Point 10Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 0.36 (lower mid).Information ratio: 1.74 (top quartile).Information ratio: 1.04 (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% (top quartile).
  • 1Y return: 16.92% (upper mid).
  • Alpha: 1.78 (top quartile).
  • 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% (top quartile).
  • 3Y return: 20.64% (upper mid).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (upper mid).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,175 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.91% (bottom quartile).
  • 3Y return: 20.47% (lower mid).
  • 1Y return: 2.83% (lower mid).
  • Alpha: -3.97 (bottom quartile).
  • Sharpe: 0.64 (bottom quartile).
  • Information ratio: 0.36 (lower mid).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹32,171 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.75% (upper mid).
  • 3Y return: 19.52% (bottom quartile).
  • 1Y return: -2.25% (bottom quartile).
  • Alpha: 0.04 (bottom quartile).
  • Sharpe: 0.99 (bottom quartile).
  • Information ratio: 1.74 (top quartile).

HDFC Tax Saver Fund

  • Upper mid AUM (₹16,618 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.59% (lower mid).
  • 3Y return: 16.84% (bottom quartile).
  • 1Y return: -2.28% (bottom quartile).
  • Alpha: 1.08 (lower mid).
  • Sharpe: 1.09 (lower mid).
  • Information ratio: 1.04 (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 ₹105.103
↑ 0.87 		₹1,990 500 4.712.623.923.119.117.5
SBI Magnum COMMA Fund Growth ₹107.284
↑ 0.03 		₹999 500 -4.12.312.219.41412.3
SBI PSU Fund Growth ₹33.2421
↓ -0.13 		₹6,545 500 -3.9311.430.125.311.3
BOI AXA Manufacturing and Infrastructure Fund Growth ₹56.2
↓ -0.09 		₹689 1,000 -7.1-110.923.220.37.8
UTI Transportation & Logistics Fund Growth ₹253.688
↓ -2.10 		₹4,047 500 -15.6-13.19.521.416.719.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundSBI Magnum COMMA FundSBI PSU FundBOI AXA Manufacturing and Infrastructure FundUTI Transportation & Logistics Fund
Point 1Lower mid AUM (₹1,990 Cr).Bottom quartile AUM (₹999 Cr).Highest AUM (₹6,545 Cr).Bottom quartile AUM (₹689 Cr).Upper mid AUM (₹4,047 Cr).
Point 2Established history (17+ yrs).Established history (20+ yrs).Established history (15+ yrs).Established history (16+ yrs).Oldest track record among peers (21 yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Not Rated.Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 19.10% (lower mid).5Y return: 14.04% (bottom quartile).5Y return: 25.33% (top quartile).5Y return: 20.25% (upper mid).5Y return: 16.67% (bottom quartile).
Point 63Y return: 23.08% (lower mid).3Y return: 19.37% (bottom quartile).3Y return: 30.11% (top quartile).3Y return: 23.22% (upper mid).3Y return: 21.35% (bottom quartile).
Point 71Y return: 23.88% (top quartile).1Y return: 12.24% (upper mid).1Y return: 11.43% (lower mid).1Y return: 10.94% (bottom quartile).1Y return: 9.45% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 5.27 (top quartile).Alpha: 0.92 (upper mid).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 2.40 (top quartile).Sharpe: 1.99 (lower mid).Sharpe: 1.90 (bottom quartile).Sharpe: 1.56 (bottom quartile).Sharpe: 2.18 (upper mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.25 (bottom quartile).Information ratio: -0.27 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).

DSP Natural Resources and New Energy Fund

  • Lower mid AUM (₹1,990 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 19.10% (lower mid).
  • 3Y return: 23.08% (lower mid).
  • 1Y return: 23.88% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 2.40 (top quartile).
  • Information ratio: 0.00 (top quartile).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹999 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 14.04% (bottom quartile).
  • 3Y return: 19.37% (bottom quartile).
  • 1Y return: 12.24% (upper mid).
  • Alpha: 5.27 (top quartile).
  • Sharpe: 1.99 (lower mid).
  • Information ratio: -0.25 (bottom quartile).

SBI PSU Fund

  • Highest AUM (₹6,545 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.33% (top quartile).
  • 3Y return: 30.11% (top quartile).
  • 1Y return: 11.43% (lower mid).
  • Alpha: 0.92 (upper mid).
  • Sharpe: 1.90 (bottom quartile).
  • Information ratio: -0.27 (bottom quartile).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹689 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.25% (upper mid).
  • 3Y return: 23.22% (upper mid).
  • 1Y return: 10.94% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.56 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

UTI Transportation & Logistics Fund

  • Upper mid AUM (₹4,047 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 16.67% (bottom quartile).
  • 3Y return: 21.35% (bottom quartile).
  • 1Y return: 9.45% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 2.18 (upper mid).
  • Information ratio: 0.00 (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 ₹84.54
↑ 1.64 		₹15,145 100 -14-8.72.918.716.115.4
HDFC Focused 30 Fund Growth ₹211.593
↑ 0.12 		₹27,136 300 -12.3-9.3-0.817.218.610.9
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
SBI Focused Equity Fund Growth ₹343.453
↑ 7.01 		₹43,311 500 -10.1-3.56.616.412.815.7
DSP Focus Fund Growth ₹48.79
↑ 0.05 		₹2,607 500 -14.1-9.3-4.315.710.57.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundHDFC Focused 30 FundSundaram Select Focus FundSBI Focused Equity FundDSP Focus Fund
Point 1Lower mid AUM (₹15,145 Cr).Upper mid AUM (₹27,136 Cr).Bottom quartile AUM (₹1,354 Cr).Highest AUM (₹43,311 Cr).Bottom quartile AUM (₹2,607 Cr).
Point 2Established history (16+ yrs).Established history (21+ yrs).Oldest track record among peers (23 yrs).Established history (21+ yrs).Established history (15+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.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: 16.06% (lower mid).5Y return: 18.64% (top quartile).5Y return: 17.29% (upper mid).5Y return: 12.77% (bottom quartile).5Y return: 10.48% (bottom quartile).
Point 63Y return: 18.68% (top quartile).3Y return: 17.20% (upper mid).3Y return: 17.03% (lower mid).3Y return: 16.41% (bottom quartile).3Y return: 15.67% (bottom quartile).
Point 71Y return: 2.95% (lower mid).1Y return: -0.83% (bottom quartile).1Y return: 24.49% (top quartile).1Y return: 6.59% (upper mid).1Y return: -4.30% (bottom quartile).
Point 8Alpha: 4.93 (upper mid).Alpha: 3.77 (lower mid).Alpha: -5.62 (bottom quartile).Alpha: 5.02 (top quartile).Alpha: -1.19 (bottom quartile).
Point 9Sharpe: 1.41 (bottom quartile).Sharpe: 1.45 (lower mid).Sharpe: 1.85 (top quartile).Sharpe: 1.50 (upper mid).Sharpe: 0.82 (bottom quartile).
Point 10Information ratio: 1.38 (top quartile).Information ratio: 0.94 (upper mid).Information ratio: -0.52 (bottom quartile).Information ratio: 0.33 (lower mid).Information ratio: 0.24 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹15,145 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 16.06% (lower mid).
  • 3Y return: 18.68% (top quartile).
  • 1Y return: 2.95% (lower mid).
  • Alpha: 4.93 (upper mid).
  • Sharpe: 1.41 (bottom quartile).
  • Information ratio: 1.38 (top quartile).

HDFC Focused 30 Fund

  • Upper mid AUM (₹27,136 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.64% (top quartile).
  • 3Y return: 17.20% (upper mid).
  • 1Y return: -0.83% (bottom quartile).
  • Alpha: 3.77 (lower mid).
  • Sharpe: 1.45 (lower mid).
  • Information ratio: 0.94 (upper mid).

Sundaram Select Focus Fund

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

SBI Focused Equity Fund

  • Highest AUM (₹43,311 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.77% (bottom quartile).
  • 3Y return: 16.41% (bottom quartile).
  • 1Y return: 6.59% (upper mid).
  • Alpha: 5.02 (top quartile).
  • Sharpe: 1.50 (upper mid).
  • Information ratio: 0.33 (lower mid).

DSP Focus Fund

  • Bottom quartile AUM (₹2,607 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.48% (bottom quartile).
  • 3Y return: 15.67% (bottom quartile).
  • 1Y return: -4.30% (bottom quartile).
  • Alpha: -1.19 (bottom quartile).
  • Sharpe: 0.82 (bottom quartile).
  • Information ratio: 0.24 (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 ₹204.547
↓ -0.26 		₹9,034 100 -13.1-8.9-1.519.1164.2
Aditya Birla Sun Life Pure Value Fund Growth ₹116.496
↑ 0.15 		₹6,259 1,000 -11.3-4.61.117.614.12.6
ICICI Prudential Value Discovery Fund Growth ₹440.27
↑ 4.08 		₹60,571 100 -11.5-6.61.917.217.613.8
Tata Equity PE Fund Growth ₹322.46
↓ -0.82 		₹8,774 150 -11.9-6.9016.414.23.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹119.949
↓ -0.30 		₹8,774 150 -11.9-6.9016.414.23.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Value FundAditya Birla Sun Life Pure Value FundICICI Prudential Value Discovery FundTata Equity PE FundTata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Point 1Upper mid AUM (₹9,034 Cr).Bottom quartile AUM (₹6,259 Cr).Highest AUM (₹60,571 Cr).Lower mid AUM (₹8,774 Cr).Bottom quartile AUM (₹8,774 Cr).
Point 2Established history (20+ yrs).Established history (18+ yrs).Oldest track record among peers (21 yrs).Established history (21+ yrs).Established history (16+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Rating: 2★ (lower mid).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: 16.01% (upper mid).5Y return: 14.14% (bottom quartile).5Y return: 17.59% (top quartile).5Y return: 14.21% (lower mid).5Y return: 14.16% (bottom quartile).
Point 63Y return: 19.12% (top quartile).3Y return: 17.63% (upper mid).3Y return: 17.16% (lower mid).3Y return: 16.44% (bottom quartile).3Y return: 16.40% (bottom quartile).
Point 71Y return: -1.48% (bottom quartile).1Y return: 1.07% (upper mid).1Y return: 1.92% (top quartile).1Y return: 0.01% (bottom quartile).1Y return: 0.01% (lower mid).
Point 8Alpha: -0.10 (bottom quartile).Alpha: 0.13 (upper mid).Alpha: 2.51 (top quartile).Alpha: 0.08 (lower mid).Alpha: 0.08 (bottom quartile).
Point 9Sharpe: 0.99 (bottom quartile).Sharpe: 0.96 (bottom quartile).Sharpe: 1.27 (top quartile).Sharpe: 1.00 (upper mid).Sharpe: 1.00 (lower mid).
Point 10Information ratio: 1.57 (top quartile).Information ratio: 0.56 (bottom quartile).Information ratio: 0.65 (upper mid).Information ratio: 0.62 (lower mid).Information ratio: 0.60 (bottom quartile).

Nippon India Value Fund

  • Upper mid AUM (₹9,034 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.01% (upper mid).
  • 3Y return: 19.12% (top quartile).
  • 1Y return: -1.48% (bottom quartile).
  • Alpha: -0.10 (bottom quartile).
  • Sharpe: 0.99 (bottom quartile).
  • Information ratio: 1.57 (top quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,259 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.14% (bottom quartile).
  • 3Y return: 17.63% (upper mid).
  • 1Y return: 1.07% (upper mid).
  • Alpha: 0.13 (upper mid).
  • Sharpe: 0.96 (bottom quartile).
  • Information ratio: 0.56 (bottom quartile).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹60,571 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.59% (top quartile).
  • 3Y return: 17.16% (lower mid).
  • 1Y return: 1.92% (top quartile).
  • Alpha: 2.51 (top quartile).
  • Sharpe: 1.27 (top quartile).
  • Information ratio: 0.65 (upper mid).

Tata Equity PE Fund

  • Lower mid AUM (₹8,774 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.21% (lower mid).
  • 3Y return: 16.44% (bottom quartile).
  • 1Y return: 0.01% (bottom quartile).
  • Alpha: 0.08 (lower mid).
  • Sharpe: 1.00 (upper mid).
  • Information ratio: 0.62 (lower mid).

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

  • Bottom quartile AUM (₹8,774 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.16% (bottom quartile).
  • 3Y return: 16.40% (bottom quartile).
  • 1Y return: 0.01% (lower mid).
  • Alpha: 0.08 (bottom quartile).
  • Sharpe: 1.00 (lower mid).
  • Information ratio: 0.60 (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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