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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on February 16, 2026 , 25049 views

ایک منظمسرمایہ کاری کا منصوبہ (گھونٹ) کا سب سے موثر طریقہ سمجھا جاتا ہے۔میوچل فنڈز میں سرمایہ کاری کریں۔خاص طور پر طویل عرصے کے لیےمدتی منصوبہ. یہ سرمایہ کاروں کو طویل مدتی بچت کے منصوبے کو لاگو کرنے کے لیے ہر ماہ ایک مخصوص تاریخ کو یونٹ خریدنے کی اجازت دیتا ہے۔ سرمایہ کاروں کی طرف راحت محسوس کرنے کی ایک وجہسرمایہ کاری SIP میں وہ لچک ہے جو وہ پیش کرتے ہیں۔ سرمایہ کار کر سکتے ہیں۔SIP میں سرمایہ کاری کریں۔ ماہانہ، سہ ماہی یا ہفتہ واربنیاد، ان کی سہولت کے مطابق۔ آئیے اس بارے میں مزید جانیں کہ کوئی ان کو کیسے حاصل کرسکتا ہے۔مالی اہداف منظم سرمایہ کاری کے منصوبوں کے ساتھ، کیسےگھونٹ کیلکولیٹر کے ساتھ ساتھ سرمایہ کاری میں مددگار ہے۔بہترین باہمی فنڈز SIP کے لیے ہندوستان میں۔

SIP- مالی اہداف کے حصول کا بہترین طریقہ

ایس آئی پی کو اس طرح سے ڈیزائن کیا گیا ہے کہ کوئی آسانی سے اپنی سرمایہ کاری کی پہلے سے منصوبہ بندی کر سکتا ہے اور اپنے مالی اہداف کے مطابق سرمایہ کاری کر سکتا ہے۔ لیکن، SIP کے ذریعے اہداف حاصل کرنے کے لیے ایک طویل عرصے تک سرمایہ کاری کرنی پڑتی ہے۔ عام طور پر، SIP بڑے پیمانے پر اہداف کی منصوبہ بندی کے لیے استعمال کیا جاتا ہے جیسے:

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کوئی بھی کم از کم INR 500 اور INR 1000 کی رقم کے ساتھ SIPs میں سرمایہ کاری شروع کر سکتا ہے۔ ایک بار جب آپ SIP میں سرمایہ کاری کرنا شروع کر دیتے ہیں تو آپ کی رقم ہر روز جانا شروع ہو جاتی ہے کیونکہ یہ اسٹاک کے سامنے آتا ہے۔مارکیٹ. یہی وجہ ہے کہ SIPs کو بطور روٹ زیادہ تر ترجیح دی جاتی ہے۔ایکویٹی فنڈز. مزید برآں، تاریخی طور پر، ایکویٹی اسٹاک میں سرمایہ کاری نے دیگر تمام اثاثوں کے طبقوں کے درمیان متاثر کن منافع دیا ہے، اگر سرمایہ کاری نظم و ضبط کے ساتھ اور طویل مدتی افق کے ساتھ کی گئی ہو۔

ایکویٹی میں ایس آئی پی مارکیٹ کے وقت کے خطرے سے بچنے اور سرمایہ کاری کی اوسط لاگت کے ذریعہ دولت کی تخلیق میں سہولت فراہم کرتا ہے۔ آئیے کچھ اور دیکھتے ہیں۔ایس آئی پی کے فوائد جو طویل مدتی اہداف کے حصول میں مدد کرتا ہے:

  • کمپاؤنڈنگ کی طاقت- سادہ سود وہ ہے جب آپ صرف اصل پر سود حاصل کرتے ہیں۔ مرکب سود کی صورت میں، سود کی رقم پرنسپل میں شامل کی جاتی ہے، اور سود کا حساب نئے پرنسپل (پرانے پرنسپل کے علاوہ منافع) پر کیا جاتا ہے۔ یہ عمل ہر بار جاری رہتا ہے۔ چونکہ ایس آئی پی میںباہمی چندہ قسطوں میں ہیں، وہ مرکب ہیں، جو ابتدائی طور پر سرمایہ کاری کی رقم میں مزید اضافہ کرتا ہے۔

  • خطرے میں کمی- یہ دیکھتے ہوئے کہ ایک SIP طویل عرصے تک پھیلا ہوا ہے، کوئی اسٹاک مارکیٹ کے تمام ادوار، اتار چڑھاؤ اور اس سے بھی اہم طور پر مندی کو پکڑتا ہے۔ مندی میں، جب زیادہ تر سرمایہ کاروں کو خوف لاحق ہو جاتا ہے، SIP کی قسطیں اس بات کو یقینی بناتی ہیں کہ سرمایہ کار "کم" خریدیں۔

  • SIPs کی سہولت- سہولت SIP کے سب سے بڑے فوائد میں سے ایک ہے۔ صارف کو ایک بار سائن اپ کرنا ہوگا اور دستاویزات سے گزرنا ہوگا۔ ایک بار مکمل ہو جانے کے بعد، اس کے بعد کی سرمایہ کاری کے لیے ڈیبٹ خود بخود ہو جاتے ہیں۔سرمایہ کار صرف سرمایہ کاری کی نگرانی کرنا ہے.

SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

ایس آئی پی کے لیے بہترین لارج کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹93.8953
↑ 0.49 		₹50,876 100 0.43.116.619.317.49.2
ICICI Prudential Bluechip Fund Growth ₹114.46
↑ 0.46 		₹78,502 100 -0.53.314.618.215.511.3
DSP TOP 100 Equity Growth ₹483.231
↑ 2.93 		₹7,285 500 -0.22.811.61813.58.4
Bandhan Large Cap Fund Growth ₹79.957
↑ 0.37 		₹2,051 100 0.23.816.817.813.18.2
Invesco India Largecap Fund Growth ₹70.44
↑ 0.21 		₹1,718 100 -1.32.415.417.7145.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundDSP TOP 100 EquityBandhan Large Cap FundInvesco India Largecap Fund
Point 1Upper mid AUM (₹50,876 Cr).Highest AUM (₹78,502 Cr).Lower mid AUM (₹7,285 Cr).Bottom quartile AUM (₹2,051 Cr).Bottom quartile AUM (₹1,718 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (22 yrs).Established history (19+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 17.39% (top quartile).5Y return: 15.55% (upper mid).5Y return: 13.50% (bottom quartile).5Y return: 13.15% (bottom quartile).5Y return: 13.96% (lower mid).
Point 63Y return: 19.34% (top quartile).3Y return: 18.21% (upper mid).3Y return: 18.00% (lower mid).3Y return: 17.77% (bottom quartile).3Y return: 17.70% (bottom quartile).
Point 71Y return: 16.58% (upper mid).1Y return: 14.55% (bottom quartile).1Y return: 11.61% (bottom quartile).1Y return: 16.85% (top quartile).1Y return: 15.40% (lower mid).
Point 8Alpha: -0.94 (upper mid).Alpha: 1.30 (top quartile).Alpha: -1.17 (lower mid).Alpha: -2.13 (bottom quartile).Alpha: -5.05 (bottom quartile).
Point 9Sharpe: 0.29 (upper mid).Sharpe: 0.48 (top quartile).Sharpe: 0.26 (lower mid).Sharpe: 0.21 (bottom quartile).Sharpe: 0.04 (bottom quartile).
Point 10Information ratio: 1.37 (top quartile).Information ratio: 1.26 (upper mid).Information ratio: 0.74 (lower mid).Information ratio: 0.72 (bottom quartile).Information ratio: 0.67 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹50,876 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (top quartile).
  • 3Y return: 19.34% (top quartile).
  • 1Y return: 16.58% (upper mid).
  • Alpha: -0.94 (upper mid).
  • Sharpe: 0.29 (upper mid).
  • Information ratio: 1.37 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹78,502 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.55% (upper mid).
  • 3Y return: 18.21% (upper mid).
  • 1Y return: 14.55% (bottom quartile).
  • Alpha: 1.30 (top quartile).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: 1.26 (upper mid).

DSP TOP 100 Equity

  • Lower mid AUM (₹7,285 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.50% (bottom quartile).
  • 3Y return: 18.00% (lower mid).
  • 1Y return: 11.61% (bottom quartile).
  • Alpha: -1.17 (lower mid).
  • Sharpe: 0.26 (lower mid).
  • Information ratio: 0.74 (lower mid).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,051 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.15% (bottom quartile).
  • 3Y return: 17.77% (bottom quartile).
  • 1Y return: 16.85% (top quartile).
  • Alpha: -2.13 (bottom quartile).
  • Sharpe: 0.21 (bottom quartile).
  • Information ratio: 0.72 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,718 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.96% (lower mid).
  • 3Y return: 17.70% (bottom quartile).
  • 1Y return: 15.40% (lower mid).
  • Alpha: -5.05 (bottom quartile).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: 0.67 (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 (%)
HDFC Equity Fund Growth ₹2,096.5
↑ 6.02 		₹96,295 300 1.14.817.422.320.211.4
Motilal Oswal Multicap 35 Fund Growth ₹58.5129
↓ -0.02 		₹13,862 500 -6.6-4.57.422.213-5.6
Nippon India Multi Cap Fund Growth ₹301.432
↑ 1.28 		₹50,352 100 -0.80.517.922.121.64.1
Mahindra Badhat Yojana Growth ₹36.2846
↑ 0.15 		₹6,133 500 -0.13.418.721.418.63.4
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹33.99
↑ 0.23 		₹1,099 1,000 1.97.421.821.315.33.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Equity FundMotilal Oswal Multicap 35 FundNippon India Multi Cap FundMahindra Badhat YojanaAditya Birla Sun Life Manufacturing Equity Fund
Point 1Highest AUM (₹96,295 Cr).Lower mid AUM (₹13,862 Cr).Upper mid AUM (₹50,352 Cr).Bottom quartile AUM (₹6,133 Cr).Bottom quartile AUM (₹1,099 Cr).
Point 2Oldest track record among peers (31 yrs).Established history (11+ yrs).Established history (20+ yrs).Established history (8+ yrs).Established history (11+ yrs).
Point 3Rating: 3★ (upper mid).Top rated.Rating: 2★ (lower mid).Not Rated.Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 20.17% (upper mid).5Y return: 13.02% (bottom quartile).5Y return: 21.55% (top quartile).5Y return: 18.62% (lower mid).5Y return: 15.29% (bottom quartile).
Point 63Y return: 22.33% (top quartile).3Y return: 22.15% (upper mid).3Y return: 22.09% (lower mid).3Y return: 21.36% (bottom quartile).3Y return: 21.31% (bottom quartile).
Point 71Y return: 17.44% (bottom quartile).1Y return: 7.39% (bottom quartile).1Y return: 17.87% (lower mid).1Y return: 18.72% (upper mid).1Y return: 21.83% (top quartile).
Point 8Alpha: 3.70 (top quartile).Alpha: -12.91 (bottom quartile).Alpha: -1.30 (lower mid).Alpha: -1.73 (bottom quartile).Alpha: 0.00 (upper mid).
Point 9Sharpe: 0.53 (top quartile).Sharpe: -0.51 (bottom quartile).Sharpe: -0.05 (lower mid).Sharpe: -0.07 (bottom quartile).Sharpe: -0.05 (upper mid).
Point 10Information ratio: 1.24 (top quartile).Information ratio: 0.54 (lower mid).Information ratio: 0.64 (upper mid).Information ratio: 0.17 (bottom quartile).Information ratio: 0.00 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹96,295 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.17% (upper mid).
  • 3Y return: 22.33% (top quartile).
  • 1Y return: 17.44% (bottom quartile).
  • Alpha: 3.70 (top quartile).
  • Sharpe: 0.53 (top quartile).
  • Information ratio: 1.24 (top quartile).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,862 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.02% (bottom quartile).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 7.39% (bottom quartile).
  • Alpha: -12.91 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.54 (lower mid).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,352 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.55% (top quartile).
  • 3Y return: 22.09% (lower mid).
  • 1Y return: 17.87% (lower mid).
  • Alpha: -1.30 (lower mid).
  • Sharpe: -0.05 (lower mid).
  • Information ratio: 0.64 (upper mid).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,133 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.62% (lower mid).
  • 3Y return: 21.36% (bottom quartile).
  • 1Y return: 18.72% (upper mid).
  • Alpha: -1.73 (bottom quartile).
  • Sharpe: -0.07 (bottom quartile).
  • Information ratio: 0.17 (bottom quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,099 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.29% (bottom quartile).
  • 3Y return: 21.31% (bottom quartile).
  • 1Y return: 21.83% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • 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 ₹321.25
↑ 3.53 		₹7,132 100 2.98.129.425.320.611.1
TATA Mid Cap Growth Fund Growth ₹450.965
↑ 1.81 		₹5,497 150 0.65.421.222.618.45.8
BNP Paribas Mid Cap Fund Growth ₹106.439
↑ 0.83 		₹2,313 300 1.26.519.121.718.52.5
Aditya Birla Sun Life Midcap Fund Growth ₹798.55
↑ 3.10 		₹6,301 1,000 -0.81.918.820.918.14.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 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 (₹7,132 Cr).Lower mid AUM (₹5,497 Cr).Bottom quartile AUM (₹2,313 Cr).Upper mid AUM (₹6,301 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: 20.64% (top quartile).5Y return: 18.39% (lower mid).5Y return: 18.48% (upper mid).5Y return: 18.07% (bottom quartile).
Point 63Y return: 25.32% (top quartile).3Y return: 22.61% (upper mid).3Y return: 21.65% (lower mid).3Y return: 20.94% (bottom quartile).
Point 71Y return: 29.36% (top quartile).1Y return: 21.18% (upper mid).1Y return: 19.06% (lower mid).1Y return: 18.80% (bottom quartile).
Point 8Alpha: 4.76 (top quartile).Alpha: -0.26 (upper mid).Alpha: -3.59 (bottom quartile).Alpha: -1.66 (lower mid).
Point 9Sharpe: 0.33 (top quartile).Sharpe: 0.07 (upper mid).Sharpe: -0.14 (bottom quartile).Sharpe: -0.01 (lower mid).
Point 10Information ratio: -0.16 (top quartile).Information ratio: -0.48 (upper mid).Information ratio: -0.91 (bottom quartile).Information ratio: -0.60 (lower mid).

ICICI Prudential MidCap Fund

  • Highest AUM (₹7,132 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.64% (top quartile).
  • 3Y return: 25.32% (top quartile).
  • 1Y return: 29.36% (top quartile).
  • Alpha: 4.76 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: -0.16 (top quartile).

TATA Mid Cap Growth Fund

  • Lower mid AUM (₹5,497 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.39% (lower mid).
  • 3Y return: 22.61% (upper mid).
  • 1Y return: 21.18% (upper mid).
  • Alpha: -0.26 (upper mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: -0.48 (upper mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,313 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.48% (upper mid).
  • 3Y return: 21.65% (lower mid).
  • 1Y return: 19.06% (lower mid).
  • Alpha: -3.59 (bottom quartile).
  • Sharpe: -0.14 (bottom quartile).
  • Information ratio: -0.91 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,301 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.07% (bottom quartile).
  • 3Y return: 20.94% (bottom quartile).
  • 1Y return: 18.80% (bottom quartile).
  • Alpha: -1.66 (lower mid).
  • Sharpe: -0.01 (lower mid).
  • Information ratio: -0.60 (lower mid).

SIP کے لیے بہترین سمال کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹164.458
↑ 0.53 		₹68,287 100 -3.6-1.714.321.223.6-4.7
DSP Small Cap Fund  Growth ₹196.515
↑ 0.84 		₹16,935 500 -0.812020.620.5-2.8
Sundaram Small Cap Fund Growth ₹259.069
↓ -0.24 		₹3,401 100 -2.3220.820.520.20.4
Franklin India Smaller Companies Fund Growth ₹164.073
↑ 0.31 		₹13,238 500 -4.2-2.611.319.419.8-8.4
HDFC Small Cap Fund Growth ₹135.293
↑ 0.33 		₹37,753 300 -4.7-3.815.518.820.8-0.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Small Cap FundDSP Small Cap Fund Sundaram Small Cap FundFranklin India Smaller Companies FundHDFC Small Cap Fund
Point 1Highest AUM (₹68,287 Cr).Lower mid AUM (₹16,935 Cr).Bottom quartile AUM (₹3,401 Cr).Bottom quartile AUM (₹13,238 Cr).Upper mid AUM (₹37,753 Cr).
Point 2Established history (15+ yrs).Established history (18+ yrs).Oldest track record among peers (21 yrs).Established history (20+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 23.59% (top quartile).5Y return: 20.47% (lower mid).5Y return: 20.17% (bottom quartile).5Y return: 19.83% (bottom quartile).5Y return: 20.83% (upper mid).
Point 63Y return: 21.19% (top quartile).3Y return: 20.64% (upper mid).3Y return: 20.53% (lower mid).3Y return: 19.36% (bottom quartile).3Y return: 18.83% (bottom quartile).
Point 71Y return: 14.26% (bottom quartile).1Y return: 20.03% (upper mid).1Y return: 20.77% (top quartile).1Y return: 11.27% (bottom quartile).1Y return: 15.51% (lower mid).
Point 8Alpha: -1.23 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 3.98 (top quartile).Alpha: -5.23 (bottom quartile).Alpha: 0.00 (lower mid).
Point 9Sharpe: -0.42 (bottom quartile).Sharpe: -0.25 (lower mid).Sharpe: -0.16 (top quartile).Sharpe: -0.60 (bottom quartile).Sharpe: -0.23 (upper mid).
Point 10Information ratio: -0.02 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: -0.20 (bottom quartile).Information ratio: -0.26 (bottom quartile).Information ratio: 0.00 (upper mid).

Nippon India Small Cap Fund

  • Highest AUM (₹68,287 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.59% (top quartile).
  • 3Y return: 21.19% (top quartile).
  • 1Y return: 14.26% (bottom quartile).
  • Alpha: -1.23 (bottom quartile).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: -0.02 (lower mid).

DSP Small Cap Fund 

  • Lower mid AUM (₹16,935 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.47% (lower mid).
  • 3Y return: 20.64% (upper mid).
  • 1Y return: 20.03% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.25 (lower mid).
  • Information ratio: 0.00 (top quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,401 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.17% (bottom quartile).
  • 3Y return: 20.53% (lower mid).
  • 1Y return: 20.77% (top quartile).
  • Alpha: 3.98 (top quartile).
  • Sharpe: -0.16 (top quartile).
  • Information ratio: -0.20 (bottom quartile).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,238 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.83% (bottom quartile).
  • 3Y return: 19.36% (bottom quartile).
  • 1Y return: 11.27% (bottom quartile).
  • Alpha: -5.23 (bottom quartile).
  • Sharpe: -0.60 (bottom quartile).
  • Information ratio: -0.26 (bottom quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹37,753 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.83% (upper mid).
  • 3Y return: 18.83% (bottom quartile).
  • 1Y return: 15.51% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.23 (upper 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 (%)
SBI Magnum Tax Gain Fund Growth ₹451.682
↑ 2.46 		₹32,609 500 0.74.213.523.919.26.6
Motilal Oswal Long Term Equity Fund Growth ₹49.4264
↑ 0.29 		₹4,341 500 -7.5-2.715.621.916.9-9.1
HDFC Tax Saver Fund Growth ₹1,456.65
↑ 5.11 		₹17,163 500 -0.22.614.721.319.410.3
DSP Tax Saver Fund Growth ₹145.728
↑ 0.56 		₹17,609 500 1.5616.420.917.17.5
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹485 500 9.715.116.920.810
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Magnum Tax Gain FundMotilal Oswal Long Term Equity FundHDFC Tax Saver FundDSP Tax Saver FundIDBI Equity Advantage Fund
Point 1Highest AUM (₹32,609 Cr).Bottom quartile AUM (₹4,341 Cr).Lower mid AUM (₹17,163 Cr).Upper mid AUM (₹17,609 Cr).Bottom quartile AUM (₹485 Cr).
Point 2Established history (18+ yrs).Established history (11+ yrs).Oldest track record among peers (29 yrs).Established history (19+ yrs).Established history (12+ yrs).
Point 3Rating: 2★ (lower mid).Not Rated.Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 19.21% (upper mid).5Y return: 16.94% (bottom quartile).5Y return: 19.40% (top quartile).5Y return: 17.06% (lower mid).5Y return: 9.97% (bottom quartile).
Point 63Y return: 23.90% (top quartile).3Y return: 21.95% (upper mid).3Y return: 21.34% (lower mid).3Y return: 20.87% (bottom quartile).3Y return: 20.84% (bottom quartile).
Point 71Y return: 13.49% (bottom quartile).1Y return: 15.59% (lower mid).1Y return: 14.72% (bottom quartile).1Y return: 16.45% (upper mid).1Y return: 16.92% (top quartile).
Point 8Alpha: -0.86 (bottom quartile).Alpha: -16.15 (bottom quartile).Alpha: 2.58 (top quartile).Alpha: -0.15 (lower mid).Alpha: 1.78 (upper mid).
Point 9Sharpe: 0.10 (bottom quartile).Sharpe: -0.43 (bottom quartile).Sharpe: 0.41 (upper mid).Sharpe: 0.16 (lower mid).Sharpe: 1.21 (top quartile).
Point 10Information ratio: 1.95 (top quartile).Information ratio: 0.53 (bottom quartile).Information ratio: 1.27 (upper mid).Information ratio: 0.96 (lower mid).Information ratio: -1.13 (bottom quartile).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹32,609 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.21% (upper mid).
  • 3Y return: 23.90% (top quartile).
  • 1Y return: 13.49% (bottom quartile).
  • Alpha: -0.86 (bottom quartile).
  • Sharpe: 0.10 (bottom quartile).
  • Information ratio: 1.95 (top quartile).

Motilal Oswal Long Term Equity Fund

  • Bottom quartile AUM (₹4,341 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.94% (bottom quartile).
  • 3Y return: 21.95% (upper mid).
  • 1Y return: 15.59% (lower mid).
  • Alpha: -16.15 (bottom quartile).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.53 (bottom quartile).

HDFC Tax Saver Fund

  • Lower mid AUM (₹17,163 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.40% (top quartile).
  • 3Y return: 21.34% (lower mid).
  • 1Y return: 14.72% (bottom quartile).
  • Alpha: 2.58 (top quartile).
  • Sharpe: 0.41 (upper mid).
  • Information ratio: 1.27 (upper mid).

DSP Tax Saver Fund

  • Upper mid AUM (₹17,609 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.06% (lower mid).
  • 3Y return: 20.87% (bottom quartile).
  • 1Y return: 16.45% (upper mid).
  • Alpha: -0.15 (lower mid).
  • Sharpe: 0.16 (lower mid).
  • Information ratio: 0.96 (lower mid).

IDBI Equity Advantage Fund

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

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 ₹106.79
↓ -0.56 		₹1,573 500 9.221.734.422.921.417.5
SBI PSU Fund Growth ₹36.7055
↑ 0.18 		₹5,817 500 7.817.733.334.327.511.3
Invesco India PSU Equity Fund Growth ₹68.86
↑ 0.52 		₹1,449 500 3.111.233.132.225.910.3
UTI Transportation & Logistics Fund Growth ₹295.897
↑ 0.66 		₹4,084 500 0.86.92925.419.119.5
SBI Banking & Financial Services Fund Growth ₹46.82
↑ 0.28 		₹10,106 500 3.49.328.422.614.120.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundSBI PSU FundInvesco India PSU Equity FundUTI Transportation & Logistics FundSBI Banking & Financial Services Fund
Point 1Bottom quartile AUM (₹1,573 Cr).Upper mid AUM (₹5,817 Cr).Bottom quartile AUM (₹1,449 Cr).Lower mid AUM (₹4,084 Cr).Highest AUM (₹10,106 Cr).
Point 2Established history (17+ yrs).Established history (15+ yrs).Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (10+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not Rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 21.39% (lower mid).5Y return: 27.55% (top quartile).5Y return: 25.92% (upper mid).5Y return: 19.13% (bottom quartile).5Y return: 14.11% (bottom quartile).
Point 63Y return: 22.86% (bottom quartile).3Y return: 34.34% (top quartile).3Y return: 32.18% (upper mid).3Y return: 25.42% (lower mid).3Y return: 22.60% (bottom quartile).
Point 71Y return: 34.36% (top quartile).1Y return: 33.34% (upper mid).1Y return: 33.14% (lower mid).1Y return: 29.01% (bottom quartile).1Y return: 28.43% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: -0.22 (bottom quartile).Alpha: -1.90 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 1.96 (top quartile).
Point 9Sharpe: 0.74 (lower mid).Sharpe: 0.33 (bottom quartile).Sharpe: 0.27 (bottom quartile).Sharpe: 0.90 (upper mid).Sharpe: 1.08 (top quartile).
Point 10Information ratio: 0.00 (upper mid).Information ratio: -0.47 (bottom quartile).Information ratio: -0.37 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.89 (top quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,573 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 21.39% (lower mid).
  • 3Y return: 22.86% (bottom quartile).
  • 1Y return: 34.36% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.74 (lower mid).
  • Information ratio: 0.00 (upper mid).

SBI PSU Fund

  • Upper mid AUM (₹5,817 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 27.55% (top quartile).
  • 3Y return: 34.34% (top quartile).
  • 1Y return: 33.34% (upper mid).
  • Alpha: -0.22 (bottom quartile).
  • Sharpe: 0.33 (bottom quartile).
  • Information ratio: -0.47 (bottom quartile).

Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,449 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 25.92% (upper mid).
  • 3Y return: 32.18% (upper mid).
  • 1Y return: 33.14% (lower mid).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: 0.27 (bottom quartile).
  • Information ratio: -0.37 (bottom quartile).

UTI Transportation & Logistics Fund

  • Lower mid AUM (₹4,084 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.13% (bottom quartile).
  • 3Y return: 25.42% (lower mid).
  • 1Y return: 29.01% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.90 (upper mid).
  • Information ratio: 0.00 (lower mid).

SBI Banking & Financial Services Fund

  • Highest AUM (₹10,106 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.11% (bottom quartile).
  • 3Y return: 22.60% (bottom quartile).
  • 1Y return: 28.43% (bottom quartile).
  • Alpha: 1.96 (top quartile).
  • Sharpe: 1.08 (top quartile).
  • Information ratio: 0.89 (top 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 ₹97.41
↑ 0.05 		₹14,569 100 1.3621.823.61915.4
HDFC Focused 30 Fund Growth ₹242.704
↑ 0.83 		₹26,537 300 1.44.717.42221.510.9
SBI Focused Equity Fund Growth ₹376.732
↑ 0.23 		₹43,173 500 0.28.518.119.414.615.7
DSP Focus Fund Growth ₹56.092
↑ 0.16 		₹2,687 500 0.35.21519.213.57.3
Aditya Birla Sun Life Focused Equity Fund Growth ₹149.707
↑ 0.44 		₹8,209 1,000 1.87.317.217.913.910.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundHDFC Focused 30 FundSBI Focused Equity FundDSP Focus FundAditya Birla Sun Life Focused Equity Fund
Point 1Lower mid AUM (₹14,569 Cr).Upper mid AUM (₹26,537 Cr).Highest AUM (₹43,173 Cr).Bottom quartile AUM (₹2,687 Cr).Bottom quartile AUM (₹8,209 Cr).
Point 2Established history (16+ yrs).Oldest track record among peers (21 yrs).Established history (21+ yrs).Established history (15+ yrs).Established history (20+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (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: 19.03% (upper mid).5Y return: 21.52% (top quartile).5Y return: 14.61% (lower mid).5Y return: 13.49% (bottom quartile).5Y return: 13.91% (bottom quartile).
Point 63Y return: 23.56% (top quartile).3Y return: 22.03% (upper mid).3Y return: 19.41% (lower mid).3Y return: 19.21% (bottom quartile).3Y return: 17.89% (bottom quartile).
Point 71Y return: 21.82% (top quartile).1Y return: 17.37% (lower mid).1Y return: 18.11% (upper mid).1Y return: 14.95% (bottom quartile).1Y return: 17.15% (bottom quartile).
Point 8Alpha: 7.16 (upper mid).Alpha: 3.31 (lower mid).Alpha: 7.50 (top quartile).Alpha: -0.18 (bottom quartile).Alpha: 2.34 (bottom quartile).
Point 9Sharpe: 0.70 (upper mid).Sharpe: 0.52 (lower mid).Sharpe: 0.79 (top quartile).Sharpe: 0.15 (bottom quartile).Sharpe: 0.35 (bottom quartile).
Point 10Information ratio: 1.72 (top quartile).Information ratio: 0.99 (upper mid).Information ratio: 0.32 (bottom quartile).Information ratio: 0.52 (lower mid).Information ratio: 0.15 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹14,569 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.03% (upper mid).
  • 3Y return: 23.56% (top quartile).
  • 1Y return: 21.82% (top quartile).
  • Alpha: 7.16 (upper mid).
  • Sharpe: 0.70 (upper mid).
  • Information ratio: 1.72 (top quartile).

HDFC Focused 30 Fund

  • Upper mid AUM (₹26,537 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.52% (top quartile).
  • 3Y return: 22.03% (upper mid).
  • 1Y return: 17.37% (lower mid).
  • Alpha: 3.31 (lower mid).
  • Sharpe: 0.52 (lower mid).
  • Information ratio: 0.99 (upper mid).

SBI Focused Equity Fund

  • Highest AUM (₹43,173 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.61% (lower mid).
  • 3Y return: 19.41% (lower mid).
  • 1Y return: 18.11% (upper mid).
  • Alpha: 7.50 (top quartile).
  • Sharpe: 0.79 (top quartile).
  • Information ratio: 0.32 (bottom quartile).

DSP Focus Fund

  • Bottom quartile AUM (₹2,687 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.49% (bottom quartile).
  • 3Y return: 19.21% (bottom quartile).
  • 1Y return: 14.95% (bottom quartile).
  • Alpha: -0.18 (bottom quartile).
  • Sharpe: 0.15 (bottom quartile).
  • Information ratio: 0.52 (lower mid).

Aditya Birla Sun Life Focused Equity Fund

  • Bottom quartile AUM (₹8,209 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.91% (bottom quartile).
  • 3Y return: 17.89% (bottom quartile).
  • 1Y return: 17.15% (bottom quartile).
  • Alpha: 2.34 (bottom quartile).
  • Sharpe: 0.35 (bottom quartile).
  • Information ratio: 0.15 (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 ₹232.309
↑ 0.64 		₹9,153 100 -0.94.514.92318.94.2
Aditya Birla Sun Life Pure Value Fund Growth ₹128.721
↑ 0.56 		₹6,411 1,000 0.56.316.720.816.62.6
ICICI Prudential Value Discovery Fund Growth ₹492
↑ 1.61 		₹61,272 100 -0.24.815.320.720.213.8
HDFC Capital Builder Value Fund Growth ₹775.081
↑ 1.83 		₹7,652 300 0.5518.820.316.68.6
Tata Equity PE Fund Growth ₹358.373
↑ 0.46 		₹9,061 150 -14.615.519.916.33.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Value FundAditya Birla Sun Life Pure Value FundICICI Prudential Value Discovery FundHDFC Capital Builder Value FundTata Equity PE Fund
Point 1Upper mid AUM (₹9,153 Cr).Bottom quartile AUM (₹6,411 Cr).Highest AUM (₹61,272 Cr).Bottom quartile AUM (₹7,652 Cr).Lower mid AUM (₹9,061 Cr).
Point 2Established history (20+ yrs).Established history (17+ yrs).Established history (21+ yrs).Oldest track record among peers (32 yrs).Established history (21+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (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: 18.86% (upper mid).5Y return: 16.56% (bottom quartile).5Y return: 20.19% (top quartile).5Y return: 16.63% (lower mid).5Y return: 16.29% (bottom quartile).
Point 63Y return: 23.01% (top quartile).3Y return: 20.82% (upper mid).3Y return: 20.66% (lower mid).3Y return: 20.33% (bottom quartile).3Y return: 19.92% (bottom quartile).
Point 71Y return: 14.85% (bottom quartile).1Y return: 16.66% (upper mid).1Y return: 15.33% (bottom quartile).1Y return: 18.83% (top quartile).1Y return: 15.52% (lower mid).
Point 8Alpha: -3.34 (lower mid).Alpha: -4.92 (bottom quartile).Alpha: 5.80 (top quartile).Alpha: 0.83 (upper mid).Alpha: -3.79 (bottom quartile).
Point 9Sharpe: -0.07 (lower mid).Sharpe: -0.08 (bottom quartile).Sharpe: 0.74 (top quartile).Sharpe: 0.23 (upper mid).Sharpe: -0.07 (bottom quartile).
Point 10Information ratio: 1.54 (top quartile).Information ratio: 0.58 (bottom quartile).Information ratio: 0.97 (lower mid).Information ratio: 1.10 (upper mid).Information ratio: 0.96 (bottom quartile).

Nippon India Value Fund

  • Upper mid AUM (₹9,153 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.86% (upper mid).
  • 3Y return: 23.01% (top quartile).
  • 1Y return: 14.85% (bottom quartile).
  • Alpha: -3.34 (lower mid).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 1.54 (top quartile).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,411 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.56% (bottom quartile).
  • 3Y return: 20.82% (upper mid).
  • 1Y return: 16.66% (upper mid).
  • Alpha: -4.92 (bottom quartile).
  • Sharpe: -0.08 (bottom quartile).
  • Information ratio: 0.58 (bottom quartile).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹61,272 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.19% (top quartile).
  • 3Y return: 20.66% (lower mid).
  • 1Y return: 15.33% (bottom quartile).
  • Alpha: 5.80 (top quartile).
  • Sharpe: 0.74 (top quartile).
  • Information ratio: 0.97 (lower mid).

HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹7,652 Cr).
  • Oldest track record among peers (32 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.63% (lower mid).
  • 3Y return: 20.33% (bottom quartile).
  • 1Y return: 18.83% (top quartile).
  • Alpha: 0.83 (upper mid).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 1.10 (upper mid).

Tata Equity PE Fund

  • Lower mid AUM (₹9,061 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.29% (bottom quartile).
  • 3Y return: 19.92% (bottom quartile).
  • 1Y return: 15.52% (lower mid).
  • Alpha: -3.79 (bottom quartile).
  • Sharpe: -0.07 (bottom quartile).
  • Information ratio: 0.96 (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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