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فنکاش »باہمی چندہ »ایس آئی پی کے لیے بہترین میوچل فنڈز

SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on May 8, 2026 , 25294 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 ₹68.95
↓ -0.21 		₹1,537 100 -1.4-2.651613.95.5
Nippon India Large Cap Fund Growth ₹89.5002
↓ -0.71 		₹46,521 100 -3.5-3.44.815.816.99.2
ICICI Prudential Bluechip Fund Growth ₹107.98
↓ -0.50 		₹69,948 100 -5.2-4.2215.314.611.3
Bandhan Large Cap Fund Growth ₹76.799
↓ -0.34 		₹1,821 100 -2.7-2.95.614.9138.2
DSP TOP 100 Equity Growth ₹456.354
↓ -2.75 		₹6,620 500 -4.5-4.8-114.912.28.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Largecap FundNippon India Large Cap FundICICI Prudential Bluechip FundBandhan Large Cap FundDSP TOP 100 Equity
Point 1Bottom quartile AUM (₹1,537 Cr).Upper mid AUM (₹46,521 Cr).Highest AUM (₹69,948 Cr).Bottom quartile AUM (₹1,821 Cr).Lower mid AUM (₹6,620 Cr).
Point 2Established history (16+ yrs).Established history (18+ yrs).Established history (17+ yrs).Established history (19+ yrs).Oldest track record among peers (23 yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).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: 13.89% (lower mid).5Y return: 16.86% (top quartile).5Y return: 14.57% (upper mid).5Y return: 13.01% (bottom quartile).5Y return: 12.24% (bottom quartile).
Point 63Y return: 15.95% (top quartile).3Y return: 15.83% (upper mid).3Y return: 15.25% (lower mid).3Y return: 14.93% (bottom quartile).3Y return: 14.91% (bottom quartile).
Point 71Y return: 4.98% (upper mid).1Y return: 4.76% (lower mid).1Y return: 2.04% (bottom quartile).1Y return: 5.56% (top quartile).1Y return: -0.99% (bottom quartile).
Point 8Alpha: 0.93 (top quartile).Alpha: 0.82 (lower mid).Alpha: 0.19 (bottom quartile).Alpha: 0.86 (upper mid).Alpha: -3.18 (bottom quartile).
Point 9Sharpe: -0.50 (lower mid).Sharpe: -0.49 (top quartile).Sharpe: -0.55 (bottom quartile).Sharpe: -0.49 (upper mid).Sharpe: -0.78 (bottom quartile).
Point 10Information ratio: 0.54 (bottom quartile).Information ratio: 1.17 (top quartile).Information ratio: 1.02 (upper mid).Information ratio: 0.65 (bottom quartile).Information ratio: 0.75 (lower mid).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,537 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.89% (lower mid).
  • 3Y return: 15.95% (top quartile).
  • 1Y return: 4.98% (upper mid).
  • Alpha: 0.93 (top quartile).
  • Sharpe: -0.50 (lower mid).
  • Information ratio: 0.54 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹46,521 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.86% (top quartile).
  • 3Y return: 15.83% (upper mid).
  • 1Y return: 4.76% (lower mid).
  • Alpha: 0.82 (lower mid).
  • Sharpe: -0.49 (top quartile).
  • Information ratio: 1.17 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹69,948 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.57% (upper mid).
  • 3Y return: 15.25% (lower mid).
  • 1Y return: 2.04% (bottom quartile).
  • Alpha: 0.19 (bottom quartile).
  • Sharpe: -0.55 (bottom quartile).
  • Information ratio: 1.02 (upper mid).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹1,821 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.01% (bottom quartile).
  • 3Y return: 14.93% (bottom quartile).
  • 1Y return: 5.56% (top quartile).
  • Alpha: 0.86 (upper mid).
  • Sharpe: -0.49 (upper mid).
  • Information ratio: 0.65 (bottom quartile).

DSP TOP 100 Equity

  • Lower mid AUM (₹6,620 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.24% (bottom quartile).
  • 3Y return: 14.91% (bottom quartile).
  • 1Y return: -0.99% (bottom quartile).
  • Alpha: -3.18 (bottom quartile).
  • Sharpe: -0.78 (bottom quartile).
  • Information ratio: 0.75 (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 ₹36.24
↓ -0.06 		₹1,016 1,000 10.19.224.122.815.13.5
Mahindra Badhat Yojana Growth ₹37.125
↓ -0.13 		₹5,661 500 4.53.314.121.118.13.4
ICICI Prudential Multicap Fund Growth ₹842.5
↓ -4.38 		₹14,681 100 5.35.312.62118.35.7
Nippon India Multi Cap Fund Growth ₹302.494
↓ -1.18 		₹46,321 100 2.30.410.420.421.54.1
Motilal Oswal Multicap 35 Fund Growth ₹57.663
↑ 0.48 		₹11,679 500 -1.7-6.3-0.120.312.8-5.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryAditya Birla Sun Life Manufacturing Equity FundMahindra Badhat YojanaICICI Prudential Multicap FundNippon India Multi Cap FundMotilal Oswal Multicap 35 Fund
Point 1Bottom quartile AUM (₹1,016 Cr).Bottom quartile AUM (₹5,661 Cr).Upper mid AUM (₹14,681 Cr).Highest AUM (₹46,321 Cr).Lower mid AUM (₹11,679 Cr).
Point 2Established history (11+ yrs).Established history (9+ yrs).Oldest track record among peers (31 yrs).Established history (21+ yrs).Established history (12+ yrs).
Point 3Not Rated.Not Rated.Rating: 3★ (upper mid).Rating: 2★ (lower mid).Top rated.
Point 4Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 15.13% (bottom quartile).5Y return: 18.06% (lower mid).5Y return: 18.28% (upper mid).5Y return: 21.54% (top quartile).5Y return: 12.77% (bottom quartile).
Point 63Y return: 22.82% (top quartile).3Y return: 21.15% (upper mid).3Y return: 20.96% (lower mid).3Y return: 20.38% (bottom quartile).3Y return: 20.28% (bottom quartile).
Point 71Y return: 24.11% (top quartile).1Y return: 14.10% (upper mid).1Y return: 12.62% (lower mid).1Y return: 10.45% (bottom quartile).1Y return: -0.12% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 2.90 (top quartile).Alpha: -1.27 (bottom quartile).Alpha: 0.48 (upper mid).Alpha: -8.96 (bottom quartile).
Point 9Sharpe: 0.06 (top quartile).Sharpe: -0.24 (upper mid).Sharpe: -0.52 (bottom quartile).Sharpe: -0.40 (lower mid).Sharpe: -1.03 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.38 (lower mid).Information ratio: 0.23 (bottom quartile).Information ratio: 0.49 (upper mid).Information ratio: 0.51 (top quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,016 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.13% (bottom quartile).
  • 3Y return: 22.82% (top quartile).
  • 1Y return: 24.11% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.06 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹5,661 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.06% (lower mid).
  • 3Y return: 21.15% (upper mid).
  • 1Y return: 14.10% (upper mid).
  • Alpha: 2.90 (top quartile).
  • Sharpe: -0.24 (upper mid).
  • Information ratio: 0.38 (lower mid).

ICICI Prudential Multicap Fund

  • Upper mid AUM (₹14,681 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.28% (upper mid).
  • 3Y return: 20.96% (lower mid).
  • 1Y return: 12.62% (lower mid).
  • Alpha: -1.27 (bottom quartile).
  • Sharpe: -0.52 (bottom quartile).
  • Information ratio: 0.23 (bottom quartile).

Nippon India Multi Cap Fund

  • Highest AUM (₹46,321 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.54% (top quartile).
  • 3Y return: 20.38% (bottom quartile).
  • 1Y return: 10.45% (bottom quartile).
  • Alpha: 0.48 (upper mid).
  • Sharpe: -0.40 (lower mid).
  • Information ratio: 0.49 (upper mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹11,679 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.77% (bottom quartile).
  • 3Y return: 20.28% (bottom quartile).
  • 1Y return: -0.12% (bottom quartile).
  • Alpha: -8.96 (bottom quartile).
  • Sharpe: -1.03 (bottom quartile).
  • Information ratio: 0.51 (top quartile).

ایس آئی پی کے لیے بہترین مڈ کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹187.65
↑ 0.52 		₹9,895 500 5.31.420.126.821.96.3
ICICI Prudential MidCap Fund Growth ₹338.89
↓ -2.34 		₹6,569 100 6.910.428.326.72111.1
BNP Paribas Mid Cap Fund Growth ₹110.423
↓ -0.45 		₹2,129 300 56.118.82218.42.5
TATA Mid Cap Growth Fund Growth ₹455.371
↑ 0.66 		₹4,993 150 2.92.915.721.617.85.8
Aditya Birla Sun Life Midcap Fund Growth ₹826
↑ 3.61 		₹5,493 1,000 4.9414.421.118.14.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundICICI Prudential MidCap FundBNP Paribas Mid Cap FundTATA Mid Cap Growth FundAditya Birla Sun Life Midcap Fund
Point 1Highest AUM (₹9,895 Cr).Upper mid AUM (₹6,569 Cr).Bottom quartile AUM (₹2,129 Cr).Bottom quartile AUM (₹4,993 Cr).Lower mid AUM (₹5,493 Cr).
Point 2Established history (19+ yrs).Established history (21+ yrs).Established history (20+ yrs).Oldest track record among peers (31 yrs).Established history (23+ yrs).
Point 3Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.88% (top quartile).5Y return: 20.97% (upper mid).5Y return: 18.39% (lower mid).5Y return: 17.82% (bottom quartile).5Y return: 18.06% (bottom quartile).
Point 63Y return: 26.81% (top quartile).3Y return: 26.75% (upper mid).3Y return: 21.99% (lower mid).3Y return: 21.62% (bottom quartile).3Y return: 21.14% (bottom quartile).
Point 71Y return: 20.12% (upper mid).1Y return: 28.27% (top quartile).1Y return: 18.83% (lower mid).1Y return: 15.66% (bottom quartile).1Y return: 14.36% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 8.43 (top quartile).Alpha: 0.48 (upper mid).Alpha: -0.90 (bottom quartile).Alpha: -4.81 (bottom quartile).
Point 9Sharpe: -0.08 (upper mid).Sharpe: 0.37 (top quartile).Sharpe: -0.09 (lower mid).Sharpe: -0.18 (bottom quartile).Sharpe: -0.44 (bottom quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.42 (top quartile).Information ratio: -0.49 (lower mid).Information ratio: -0.59 (bottom quartile).Information ratio: -0.74 (bottom quartile).

Invesco India Mid Cap Fund

  • Highest AUM (₹9,895 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.88% (top quartile).
  • 3Y return: 26.81% (top quartile).
  • 1Y return: 20.12% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.08 (upper mid).
  • Information ratio: 0.00 (upper mid).

ICICI Prudential MidCap Fund

  • Upper mid AUM (₹6,569 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.97% (upper mid).
  • 3Y return: 26.75% (upper mid).
  • 1Y return: 28.27% (top quartile).
  • Alpha: 8.43 (top quartile).
  • Sharpe: 0.37 (top quartile).
  • Information ratio: 0.42 (top quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,129 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.39% (lower mid).
  • 3Y return: 21.99% (lower mid).
  • 1Y return: 18.83% (lower mid).
  • Alpha: 0.48 (upper mid).
  • Sharpe: -0.09 (lower mid).
  • Information ratio: -0.49 (lower mid).

TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,993 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.82% (bottom quartile).
  • 3Y return: 21.62% (bottom quartile).
  • 1Y return: 15.66% (bottom quartile).
  • Alpha: -0.90 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -0.59 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

  • Lower mid AUM (₹5,493 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.06% (bottom quartile).
  • 3Y return: 21.14% (bottom quartile).
  • 1Y return: 14.36% (bottom quartile).
  • Alpha: -4.81 (bottom quartile).
  • Sharpe: -0.44 (bottom quartile).
  • Information ratio: -0.74 (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 ₹208.802
↓ -0.18 		₹15,300 500 9.1722.521.720-2.8
Nippon India Small Cap Fund Growth ₹175.952
↓ -0.26 		₹61,809 100 9.14.315.221.622.6-4.7
Sundaram Small Cap Fund Growth ₹279.716
↑ 0.38 		₹2,983 100 9.65.820.821.419.70.4
IDBI Small Cap Fund Growth ₹32.3802
↑ 0.03 		₹552 500 13.67.218.920.519.7-13.4
Aditya Birla Sun Life Small Cap Fund Growth ₹92.103
↓ -0.03 		₹4,449 1,000 9.45.419.619.715.4-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Small Cap Fund Nippon India Small Cap FundSundaram Small Cap FundIDBI Small Cap FundAditya Birla Sun Life Small Cap Fund
Point 1Upper mid AUM (₹15,300 Cr).Highest AUM (₹61,809 Cr).Bottom quartile AUM (₹2,983 Cr).Bottom quartile AUM (₹552 Cr).Lower mid AUM (₹4,449 Cr).
Point 2Established history (18+ yrs).Established history (15+ yrs).Oldest track record among peers (21 yrs).Established history (8+ yrs).Established history (18+ yrs).
Point 3Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Not Rated.Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.03% (upper mid).5Y return: 22.65% (top quartile).5Y return: 19.71% (bottom quartile).5Y return: 19.75% (lower mid).5Y return: 15.43% (bottom quartile).
Point 63Y return: 21.65% (top quartile).3Y return: 21.60% (upper mid).3Y return: 21.42% (lower mid).3Y return: 20.47% (bottom quartile).3Y return: 19.72% (bottom quartile).
Point 71Y return: 22.50% (top quartile).1Y return: 15.22% (bottom quartile).1Y return: 20.85% (upper mid).1Y return: 18.94% (bottom quartile).1Y return: 19.63% (lower mid).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.92 (upper mid).Alpha: 4.51 (top quartile).Alpha: -4.18 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: -0.05 (top quartile).Sharpe: -0.42 (bottom quartile).Sharpe: -0.20 (upper mid).Sharpe: -0.75 (bottom quartile).Sharpe: -0.21 (lower mid).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.21 (lower mid).Information ratio: -0.39 (bottom quartile).Information ratio: -0.61 (bottom quartile).Information ratio: 0.00 (upper mid).

DSP Small Cap Fund 

  • Upper mid AUM (₹15,300 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.03% (upper mid).
  • 3Y return: 21.65% (top quartile).
  • 1Y return: 22.50% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.05 (top quartile).
  • Information ratio: 0.00 (top quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹61,809 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.65% (top quartile).
  • 3Y return: 21.60% (upper mid).
  • 1Y return: 15.22% (bottom quartile).
  • Alpha: 0.92 (upper mid).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: -0.21 (lower mid).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹2,983 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.71% (bottom quartile).
  • 3Y return: 21.42% (lower mid).
  • 1Y return: 20.85% (upper mid).
  • Alpha: 4.51 (top quartile).
  • Sharpe: -0.20 (upper mid).
  • Information ratio: -0.39 (bottom quartile).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹552 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.75% (lower mid).
  • 3Y return: 20.47% (bottom quartile).
  • 1Y return: 18.94% (bottom quartile).
  • Alpha: -4.18 (bottom quartile).
  • Sharpe: -0.75 (bottom quartile).
  • Information ratio: -0.61 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹4,449 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.43% (bottom quartile).
  • 3Y return: 19.72% (bottom quartile).
  • 1Y return: 19.63% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.21 (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 (%)
Motilal Oswal Long Term Equity Fund Growth ₹55.4029
↑ 0.39 		₹3,969 500 12.97.121.225.520-9.1
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
SBI Magnum Tax Gain Fund Growth ₹433.635
↓ -2.34 		₹28,441 500 -3-24.820.518.46.6
BNP Paribas Long Term Equity Fund (ELSS) Growth ₹98.2461
↓ -0.54 		₹809 500 0.20.410.118.413.84.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundIDBI Equity Advantage FundHDFC Long Term Advantage FundSBI Magnum Tax Gain FundBNP Paribas Long Term Equity Fund (ELSS)
Point 1Upper mid AUM (₹3,969 Cr).Bottom quartile AUM (₹485 Cr).Lower mid AUM (₹1,318 Cr).Highest AUM (₹28,441 Cr).Bottom quartile AUM (₹809 Cr).
Point 2Established history (11+ yrs).Established history (12+ yrs).Oldest track record among peers (25 yrs).Established history (19+ yrs).Established history (20+ yrs).
Point 3Not Rated.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: 20.02% (top quartile).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (lower mid).5Y return: 18.42% (upper mid).5Y return: 13.82% (bottom quartile).
Point 63Y return: 25.51% (top quartile).3Y return: 20.84% (upper mid).3Y return: 20.64% (lower mid).3Y return: 20.51% (bottom quartile).3Y return: 18.39% (bottom quartile).
Point 71Y return: 21.23% (upper mid).1Y return: 16.92% (lower mid).1Y return: 35.51% (top quartile).1Y return: 4.78% (bottom quartile).1Y return: 10.08% (bottom quartile).
Point 8Alpha: 1.62 (lower mid).Alpha: 1.78 (top quartile).Alpha: 1.75 (upper mid).Alpha: -1.33 (bottom quartile).Alpha: 1.05 (bottom quartile).
Point 9Sharpe: -0.25 (lower mid).Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).Sharpe: -0.59 (bottom quartile).Sharpe: -0.40 (bottom quartile).
Point 10Information ratio: 0.55 (lower mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 1.57 (top quartile).Information ratio: 0.57 (upper mid).

Motilal Oswal Long Term Equity Fund

  • Upper mid AUM (₹3,969 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.02% (top quartile).
  • 3Y return: 25.51% (top quartile).
  • 1Y return: 21.23% (upper mid).
  • Alpha: 1.62 (lower mid).
  • Sharpe: -0.25 (lower mid).
  • Information ratio: 0.55 (lower 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% (upper mid).
  • 1Y return: 16.92% (lower mid).
  • Alpha: 1.78 (top quartile).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: -1.13 (bottom quartile).

HDFC Long Term Advantage Fund

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

SBI Magnum Tax Gain Fund

  • Highest AUM (₹28,441 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.42% (upper mid).
  • 3Y return: 20.51% (bottom quartile).
  • 1Y return: 4.78% (bottom quartile).
  • Alpha: -1.33 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: 1.57 (top quartile).

BNP Paribas Long Term Equity Fund (ELSS)

  • Bottom quartile AUM (₹809 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.82% (bottom quartile).
  • 3Y return: 18.39% (bottom quartile).
  • 1Y return: 10.08% (bottom quartile).
  • Alpha: 1.05 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: 0.57 (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 ₹111.949
↓ -0.34 		₹2,044 500 4.716.132.824.317.117.5
BOI AXA Manufacturing and Infrastructure Fund Growth ₹64.02
↓ -0.24 		₹647 1,000 8.19.527.825.622.77.8
LIC MF Infrastructure Fund Growth ₹53.3704
↓ -0.04 		₹905 1,000 7.76.723.929.425.2-3.7
DSP India T.I.G.E.R Fund Growth ₹353.115
↓ -0.11 		₹4,979 500 11.812.123.827.225.6-2.5
SBI Magnum COMMA Fund Growth ₹118.117
↓ -0.99 		₹939 500 4.19.521.721.413.312.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundBOI AXA Manufacturing and Infrastructure FundLIC MF Infrastructure FundDSP India T.I.G.E.R FundSBI Magnum COMMA Fund
Point 1Upper mid AUM (₹2,044 Cr).Bottom quartile AUM (₹647 Cr).Bottom quartile AUM (₹905 Cr).Highest AUM (₹4,979 Cr).Lower mid AUM (₹939 Cr).
Point 2Established history (18+ yrs).Established history (16+ yrs).Established history (18+ yrs).Oldest track record among peers (21 yrs).Established history (20+ yrs).
Point 3Top rated.Not Rated.Not Rated.Rating: 4★ (upper mid).Rating: 4★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 17.12% (bottom quartile).5Y return: 22.74% (lower mid).5Y return: 25.16% (upper mid).5Y return: 25.57% (top quartile).5Y return: 13.30% (bottom quartile).
Point 63Y return: 24.26% (bottom quartile).3Y return: 25.63% (lower mid).3Y return: 29.43% (top quartile).3Y return: 27.24% (upper mid).3Y return: 21.35% (bottom quartile).
Point 71Y return: 32.79% (top quartile).1Y return: 27.76% (upper mid).1Y return: 23.93% (lower mid).1Y return: 23.78% (bottom quartile).1Y return: 21.72% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 2.02 (upper mid).Alpha: 0.00 (bottom quartile).Alpha: 2.28 (top quartile).
Point 9Sharpe: 1.19 (top quartile).Sharpe: 0.31 (lower mid).Sharpe: -0.01 (bottom quartile).Sharpe: -0.01 (bottom quartile).Sharpe: 0.42 (upper mid).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.34 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: -0.06 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Upper mid AUM (₹2,044 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 17.12% (bottom quartile).
  • 3Y return: 24.26% (bottom quartile).
  • 1Y return: 32.79% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.19 (top quartile).
  • Information ratio: 0.00 (upper mid).

BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹647 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.74% (lower mid).
  • 3Y return: 25.63% (lower mid).
  • 1Y return: 27.76% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.31 (lower mid).
  • Information ratio: 0.00 (lower mid).

LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹905 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 25.16% (upper mid).
  • 3Y return: 29.43% (top quartile).
  • 1Y return: 23.93% (lower mid).
  • Alpha: 2.02 (upper mid).
  • Sharpe: -0.01 (bottom quartile).
  • Information ratio: 0.34 (top quartile).

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

  • Highest AUM (₹4,979 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 25.57% (top quartile).
  • 3Y return: 27.24% (upper mid).
  • 1Y return: 23.78% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.01 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

SBI Magnum COMMA Fund

  • Lower mid AUM (₹939 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 13.30% (bottom quartile).
  • 3Y return: 21.35% (bottom quartile).
  • 1Y return: 21.72% (bottom quartile).
  • Alpha: 2.28 (top quartile).
  • Sharpe: 0.42 (upper mid).
  • Information ratio: -0.06 (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 ₹92.3
↓ -0.11 		₹14,571 100 -4.5-36.920.317.715.4
SBI Focused Equity Fund Growth ₹390.51
↓ -0.44 		₹39,739 500 46.116.919.315.315.7
HDFC Focused 30 Fund Growth ₹225.168
↓ -1.96 		₹24,170 300 -5.7-4.72.51820.110.9
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
DSP Focus Fund Growth ₹53.295
↓ -0.28 		₹2,295 500 -3.7-32.916.812.47.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundSBI Focused Equity FundHDFC Focused 30 FundSundaram Select Focus FundDSP Focus Fund
Point 1Lower mid AUM (₹14,571 Cr).Highest AUM (₹39,739 Cr).Upper mid AUM (₹24,170 Cr).Bottom quartile AUM (₹1,354 Cr).Bottom quartile AUM (₹2,295 Cr).
Point 2Established history (16+ yrs).Established history (21+ yrs).Established history (21+ yrs).Oldest track record among peers (23 yrs).Established history (15+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.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: 17.74% (upper mid).5Y return: 15.27% (bottom quartile).5Y return: 20.15% (top quartile).5Y return: 17.29% (lower mid).5Y return: 12.42% (bottom quartile).
Point 63Y return: 20.27% (top quartile).3Y return: 19.25% (upper mid).3Y return: 18.02% (lower mid).3Y return: 17.03% (bottom quartile).3Y return: 16.82% (bottom quartile).
Point 71Y return: 6.90% (lower mid).1Y return: 16.86% (upper mid).1Y return: 2.51% (bottom quartile).1Y return: 24.49% (top quartile).1Y return: 2.87% (bottom quartile).
Point 8Alpha: 2.38 (upper mid).Alpha: 5.25 (top quartile).Alpha: -0.27 (lower mid).Alpha: -5.62 (bottom quartile).Alpha: -4.18 (bottom quartile).
Point 9Sharpe: -0.34 (lower mid).Sharpe: -0.11 (upper mid).Sharpe: -0.49 (bottom quartile).Sharpe: 1.85 (top quartile).Sharpe: -0.75 (bottom quartile).
Point 10Information ratio: 1.25 (top quartile).Information ratio: 0.45 (lower mid).Information ratio: 0.75 (upper mid).Information ratio: -0.52 (bottom quartile).Information ratio: 0.39 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹14,571 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.74% (upper mid).
  • 3Y return: 20.27% (top quartile).
  • 1Y return: 6.90% (lower mid).
  • Alpha: 2.38 (upper mid).
  • Sharpe: -0.34 (lower mid).
  • Information ratio: 1.25 (top quartile).

SBI Focused Equity Fund

  • Highest AUM (₹39,739 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.27% (bottom quartile).
  • 3Y return: 19.25% (upper mid).
  • 1Y return: 16.86% (upper mid).
  • Alpha: 5.25 (top quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.45 (lower mid).

HDFC Focused 30 Fund

  • Upper mid AUM (₹24,170 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.15% (top quartile).
  • 3Y return: 18.02% (lower mid).
  • 1Y return: 2.51% (bottom quartile).
  • Alpha: -0.27 (lower mid).
  • Sharpe: -0.49 (bottom quartile).
  • Information ratio: 0.75 (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% (lower mid).
  • 3Y return: 17.03% (bottom quartile).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

DSP Focus Fund

  • Bottom quartile AUM (₹2,295 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.42% (bottom quartile).
  • 3Y return: 16.82% (bottom quartile).
  • 1Y return: 2.87% (bottom quartile).
  • Alpha: -4.18 (bottom quartile).
  • Sharpe: -0.75 (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 (%)
Nippon India Value Fund Growth ₹227.6
↓ -1.15 		₹7,993 100 -0.6-1.47.22118.24.2
Aditya Birla Sun Life Pure Value Fund Growth ₹132.674
↑ 0.06 		₹5,639 1,000 4.24.815.32016.12.6
JM Value Fund Growth ₹94.4379
↓ -0.13 		₹721 500 1.5-2.53.518.617.1-4.4
HDFC Capital Builder Value Fund Growth ₹753.039
↓ -4.62 		₹6,588 300 -1.5-1.28.218.516.38.6
ICICI Prudential Value Discovery Fund Growth ₹464.51
↓ -2.42 		₹55,852 100 -5.4-3.93.617.617.913.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Value FundAditya Birla Sun Life Pure Value FundJM Value FundHDFC Capital Builder Value FundICICI Prudential Value Discovery Fund
Point 1Upper mid AUM (₹7,993 Cr).Bottom quartile AUM (₹5,639 Cr).Bottom quartile AUM (₹721 Cr).Lower mid AUM (₹6,588 Cr).Highest AUM (₹55,852 Cr).
Point 2Established history (20+ yrs).Established history (18+ yrs).Established history (28+ yrs).Oldest track record among peers (32 yrs).Established history (21+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Top rated.Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 18.18% (top quartile).5Y return: 16.11% (bottom quartile).5Y return: 17.14% (lower mid).5Y return: 16.29% (bottom quartile).5Y return: 17.87% (upper mid).
Point 63Y return: 20.95% (top quartile).3Y return: 19.96% (upper mid).3Y return: 18.62% (lower mid).3Y return: 18.55% (bottom quartile).3Y return: 17.58% (bottom quartile).
Point 71Y return: 7.23% (lower mid).1Y return: 15.35% (top quartile).1Y return: 3.55% (bottom quartile).1Y return: 8.24% (upper mid).1Y return: 3.62% (bottom quartile).
Point 8Alpha: -0.79 (bottom quartile).Alpha: 1.05 (lower mid).Alpha: -5.10 (bottom quartile).Alpha: 3.06 (top quartile).Alpha: 1.21 (upper mid).
Point 9Sharpe: -0.54 (bottom quartile).Sharpe: -0.39 (lower mid).Sharpe: -0.79 (bottom quartile).Sharpe: -0.28 (top quartile).Sharpe: -0.38 (upper mid).
Point 10Information ratio: 1.54 (top quartile).Information ratio: 0.58 (bottom quartile).Information ratio: 0.16 (bottom quartile).Information ratio: 1.00 (upper mid).Information ratio: 0.77 (lower mid).

Nippon India Value Fund

  • Upper mid AUM (₹7,993 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.18% (top quartile).
  • 3Y return: 20.95% (top quartile).
  • 1Y return: 7.23% (lower mid).
  • Alpha: -0.79 (bottom quartile).
  • Sharpe: -0.54 (bottom quartile).
  • Information ratio: 1.54 (top quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹5,639 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.11% (bottom quartile).
  • 3Y return: 19.96% (upper mid).
  • 1Y return: 15.35% (top quartile).
  • Alpha: 1.05 (lower mid).
  • Sharpe: -0.39 (lower mid).
  • Information ratio: 0.58 (bottom quartile).

JM Value Fund

  • Bottom quartile AUM (₹721 Cr).
  • Established history (28+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 17.14% (lower mid).
  • 3Y return: 18.62% (lower mid).
  • 1Y return: 3.55% (bottom quartile).
  • Alpha: -5.10 (bottom quartile).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.16 (bottom quartile).

HDFC Capital Builder Value Fund

  • Lower mid AUM (₹6,588 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.29% (bottom quartile).
  • 3Y return: 18.55% (bottom quartile).
  • 1Y return: 8.24% (upper mid).
  • Alpha: 3.06 (top quartile).
  • Sharpe: -0.28 (top quartile).
  • Information ratio: 1.00 (upper mid).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹55,852 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.87% (upper mid).
  • 3Y return: 17.58% (bottom quartile).
  • 1Y return: 3.62% (bottom quartile).
  • Alpha: 1.21 (upper mid).
  • Sharpe: -0.38 (upper mid).
  • Information ratio: 0.77 (lower mid).

ایس آئی پی کیلکولیٹر

SIP کیلکولیٹر ان موثر ٹولز میں سے ایک ہے جو ایک سرمایہ کار میوچل فنڈز میں سرمایہ کاری کے دوران استعمال کر سکتا ہے۔ چاہے کوئی گاڑی/گھر خریدنے، ریٹائرمنٹ کا منصوبہ، بچے کی اعلیٰ تعلیم یا کوئی اور اثاثہ خریدنے کے لیے سرمایہ کاری کرنا چاہتا ہو، اس کے لیے SIP کیلکولیٹر استعمال کیا جا سکتا ہے۔ یہ سرمایہ کاری کی مقدار اور وقت کی مدت کا حساب لگانے میں مدد کرتا ہے جو مخصوص مالیاتی ہدف تک پہنچنے کے لیے سرمایہ کاری کے لیے درکار ہے۔ لہذا، عام سوالات جیسے "کتنا کرناSIP میں سرمایہ کاری کریں۔ یا اس وقت تک میں کیسے سرمایہ کاری کروں"، اس کیلکولیٹر کا استعمال کرتے ہوئے حل کرتا ہے۔

ایس آئی پی کیلکولیٹر کا استعمال کرتے وقت، کسی کو کچھ متغیرات کو پُر کرنا پڑتا ہے، جن میں شامل ہیں (مثال ذیل میں دی گئی ہے)-

  • مطلوبہ سرمایہ کاری کی مدت
  • تخمینہ شدہ ماہانہ SIP رقم
  • متوقعمہنگائی آنے والے سالوں کے لیے شرح (سالانہ)
  • سرمایہ کاری پر طویل مدتی ترقی کی شرح

SIP-Calculator

ایک بار جب آپ اوپر دی گئی تمام معلومات کو فیڈ کر دیں گے، تو کیلکولیٹر آپ کو وہ رقم دے گا جو آپ کو سال کی تعداد کے بعد موصول ہو گی (آپ کی ایس آئی پی کی واپسی)۔ آپ کے خالص منافع کو بھی نمایاں کیا جائے گا تاکہ آپ اس کے مطابق اپنے ہدف کی تکمیل کا اندازہ لگا سکیں۔

بہترین میوچل فنڈز میں کیسے سرمایہ کاری کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔

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Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

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