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Table of Contents
- पद्धतशीर गुंतवणूक योजनेत गुंतवणूक का करावी?
- पद्धतशीर गुंतवणूक योजनेत गुंतवणूक कशी करावी?
- आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम SIP योजना
- सर्वोत्तम SIP गुंतवणूक कशी निवडावी?
- एसआयपी कॅल्क्युलेटर (एसआयपी रिटर्न कॅल्क्युलेटर)
- वारंवार विचारले जाणारे प्रश्न
- 1. SIP म्हणजे काय?
- 2. SIP चे फायदे काय आहेत?
- 3. SIP मध्ये कोण गुंतवणूक करू शकते?
- 4. ऑफलाइन मोडमध्ये एसआयपीमध्ये गुंतवणूक करण्यासाठी कोणत्या पायऱ्या आहेत?
- 5. मी ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक का करावी?
- 6. मी SBI ब्लूचिप फंड रेग्युलर ग्रोथमध्ये गुंतवणूक का करावी?
- 7. SIP मध्ये गुंतवणूक करताना तुम्ही कशाचा विचार केला पाहिजे?
- 8. SIP साठी KYC महत्वाचे आहे का?
- 9. SIP मध्ये किमान गुंतवणुकीची आवश्यकता असते का?
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भारतातील सर्वोत्कृष्ट SIP योजना 2022
सर्वोत्तमSIP योजना? त्यांना कसे निवडायचे? विचार करताना गुंतवणूकदारांच्या मनात हे काही सामान्य प्रश्न आहेतगुंतवणूक मध्येम्युच्युअल फंड SIP किंवा पद्धतशीर द्वारेगुंतवणूक योजना.
एसआयपी गुंतवणूक म्युच्युअल फंडात गुंतवणूक करताना सर्वात शिस्तबद्ध गुंतवणूक पर्यायांपैकी एक आहे. शिवाय, SIP म्युच्युअल फंडातील गुंतवणूकीची किमान रक्कम INR 500 इतकी कमी आहे. यामुळे गुंतवणूक करणे शक्य होते.शीर्ष SIP खूप सोयीस्कर योजना.
सामान्यतः, भारतातील काही सर्वोत्तम SIP योजना दीर्घ कालावधीसाठी गुंतवणूक केल्यावर चांगला परतावा देतात. एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅनमध्ये गुंतवणूक करून किती कमाई होऊ शकते हे जाणून घेण्यासाठी, तपासासिप कॅल्क्युलेटर (ज्याला SIP रिटर्न कॅल्क्युलेटर असेही म्हणतात) खालील विभाग.
पद्धतशीर गुंतवणूक योजनेत गुंतवणूक का करावी?
पद्धतशीर गुंतवणूक योजना अनेक फायद्यांसह येते. त्याची किमान गुंतवणूक रक्कमINR 500 म्युच्युअल फंडांमध्ये गुंतवणूकीचा प्रवास सुरू करण्यासाठी केवळ बहुतेक लोकांचेच नव्हे तर अनेक तरुणांचेही लक्ष वेधून घेतले आहे. अगुंतवणूकदार कोणाला हवे आहेSIP मध्ये गुंतवणूक करा त्यांचे प्रमुख नियोजन करू शकतातआर्थिक उद्दिष्टे जसे- मुलाचे शिक्षण, लग्नाचा खर्च, घर/गाडी खरेदी इ. शिस्तबद्ध पद्धतीने. एखादी व्यक्ती त्यांच्या उद्दिष्टांनुसार (अल्प-मुदती, मध्य-मुदती आणि दीर्घकालीन) गुंतवणूक सुरू करू शकते आणि ठराविक कालावधीत संपत्तीत वाढ करू शकते.
एसआयपी प्रमुख फायदे देतात जसे की रुपयाची सरासरी किंमत आणिकंपाउंडिंगची शक्ती. रुपयाची सरासरी किंमत एखाद्या व्यक्तीला मालमत्ता खरेदीच्या खर्चाची सरासरी काढण्यास मदत करते. एसआयपीमध्ये, युनिट्सची खरेदी दीर्घ कालावधीसाठी केली जाते आणि ती मासिक अंतराने (सामान्यत:) समान प्रमाणात पसरविली जाते. कालांतराने गुंतवणुकीचा प्रसार होत असल्याने ही गुंतवणूक स्टॉकमध्ये केली जातेबाजार वेगवेगळ्या किमतीच्या बिंदूंवर गुंतवणूकदाराला सरासरी खर्चाचा फायदा मिळतो, म्हणून रुपयाची सरासरी किंमत.
चक्रवाढ व्याजाच्या बाबतीत, साध्या व्याजाच्या विपरीत जेथे तुम्हाला फक्त मुद्दलावर व्याज मिळते, येथे व्याजाची रक्कम मुद्दलामध्ये जोडली जाते आणि व्याज नवीन मुद्दल (जुने मुद्दल अधिक नफा) वर मोजले जाते. ही प्रक्रिया प्रत्येक वेळी चालू राहते. SIP मधील म्युच्युअल फंड हप्त्यांमध्ये असल्याने, ते चक्रवाढ केले जातात, ज्यामुळे सुरुवातीला गुंतवलेल्या रकमेत अधिक भर पडते.
पद्धतशीर गुंतवणूक योजनेत गुंतवणूक कशी करावी?
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आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम SIP योजना
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns BOI AXA Manufacturing and Infrastructure Fund is a Equity - Sectoral fund was launched on 5 Mar 10. It is a fund with High risk and has given a Below is the key information for BOI AXA Manufacturing and Infrastructure Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹175.149
↓ -3.89 ₹61,646 100 -3.5 3.6 31.1 29.3 35.8 48.9 Motilal Oswal Midcap 30 Fund Growth ₹110.263
↓ -3.47 ₹22,898 500 2.7 18.1 58.4 36.7 33.1 41.7 L&T Emerging Businesses Fund Growth ₹89.2118
↓ -1.79 ₹16,920 500 -0.3 6.4 32.8 27.3 31.8 46.1 DSP BlackRock Small Cap Fund Growth ₹199.969
↓ -4.09 ₹16,307 500 -1.4 9.5 29.3 23.3 31.1 41.2 Kotak Small Cap Fund Growth ₹274.856
↓ -4.95 ₹17,732 1,000 -3.7 5.3 29.3 19.7 30.9 34.8 IDBI Small Cap Fund Growth ₹33.6557
↓ -0.54 ₹411 500 0.4 8.8 43.3 26.3 30.6 33.4 ICICI Prudential Technology Fund Growth ₹220.59
↓ -2.50 ₹13,990 100 4.1 24.1 30.3 10 30.5 27.5 ICICI Prudential Infrastructure Fund Growth ₹186.07
↓ -3.49 ₹6,990 100 -6.4 -0.9 33.5 35.5 30.5 44.6 BOI AXA Manufacturing and Infrastructure Fund Growth ₹55.99
↓ -1.06 ₹539 1,000 -5.5 0.4 33.4 26.4 30.5 44.7 Edelweiss Mid Cap Fund Growth ₹100.255
↓ -2.33 ₹8,280 500 -1.6 9.5 43.1 27.5 30.4 38.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24 मालमत्ता >= 200 कोटी & क्रमवारी लावली5 वर्षाचा परतावा.1. Nippon India Small Cap Fund
CAGR/Annualized return of 22.2% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (20 Dec 24) ₹175.149 ↓ -3.89 (-2.18 %) Net Assets (Cr) ₹61,646 on 30 Nov 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 1.72 Information Ratio 0.79 Alpha Ratio 5.3 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,157 30 Nov 21 ₹21,339 30 Nov 22 ₹24,664 30 Nov 23 ₹34,135 30 Nov 24 ₹45,838 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.6% 3 Month -3.5% 6 Month 3.6% 1 Year 31.1% 3 Year 29.3% 5 Year 35.8% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 7.92 Yr. Kinjal Desai 25 May 18 6.53 Yr. Data below for Nippon India Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 26.18% Financial Services 13.18% Basic Materials 12.06% Consumer Cyclical 11.88% Technology 9.71% Consumer Defensive 8.09% Health Care 7.17% Communication Services 1.9% Utility 1.79% Energy 1.7% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 4.95% Equity 95.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,194 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,145 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS2% ₹1,020 Cr 4,472,130 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹908 Cr 899,271 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹897 Cr 2,499,222 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹810 Cr 512,355 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹794 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹763 Cr 9,100,000 Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET1% ₹761 Cr 5,763,697 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹752 Cr 31,784,062 2. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (20 Dec 24) ₹110.263 ↓ -3.47 (-3.05 %) Net Assets (Cr) ₹22,898 on 30 Nov 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 2.78 Information Ratio 1.28 Alpha Ratio 24.05 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,587 30 Nov 21 ₹16,512 30 Nov 22 ₹19,659 30 Nov 23 ₹25,566 30 Nov 24 ₹40,921 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 5.8% 3 Month 2.7% 6 Month 18.1% 1 Year 58.4% 3 Year 36.7% 5 Year 33.1% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% 2014 Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.17 Yr. Niket Shah 1 Jul 20 4.42 Yr. Santosh Singh 1 Oct 24 0.17 Yr. Rakesh Shetty 22 Nov 22 2.03 Yr. Sunil Sawant 1 Jul 24 0.42 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Consumer Cyclical 37.33% Technology 24.3% Industrials 20.33% Financial Services 6.71% Health Care 3.21% Basic Materials 3.07% Communication Services 2.24% Real Estate 2.2% Asset Allocation
Asset Class Value Cash 0.61% Equity 99.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB10% ₹2,281 Cr 3,125,018
↑ 250,018 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,258 Cr 2,600,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹2,210 Cr 30,500,000
↑ 1,516,281 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433209% ₹2,168 Cr 77,500,000
↑ 45,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹1,772 Cr 3,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M6% ₹1,409 Cr 4,750,000
↑ 944,245 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN6% ₹1,395 Cr 42,500,000
↓ -7,500,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT5% ₹1,189 Cr 1,749,600
↑ 1,749,600 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | BAJAJ-AUTO4% ₹1,016 Cr 1,125,000
↓ -242,958 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS4% ₹829 Cr 4,999,745
↓ -255 3. L&T Emerging Businesses Fund
CAGR/Annualized return of 22.9% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (20 Dec 24) ₹89.2118 ↓ -1.79 (-1.96 %) Net Assets (Cr) ₹16,920 on 31 Oct 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 1.51 Information Ratio 0.26 Alpha Ratio 2.49 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,894 30 Nov 21 ₹19,240 30 Nov 22 ₹21,023 30 Nov 23 ₹29,366 30 Nov 24 ₹38,725 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 6.5% 3 Month -0.3% 6 Month 6.4% 1 Year 32.8% 3 Year 27.3% 5 Year 31.8% 10 Year 15 Year Since launch 22.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.96 Yr. Cheenu Gupta 1 Oct 23 1.17 Yr. Sonal Gupta 1 Oct 23 1.17 Yr. Data below for L&T Emerging Businesses Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 31.33% Consumer Cyclical 15.35% Financial Services 14.41% Basic Materials 12.12% Technology 8.54% Real Estate 5.16% Health Care 3.86% Consumer Defensive 3.52% Energy 1.51% Asset Allocation
Asset Class Value Cash 1.78% Equity 98.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹458 Cr 455,400
↓ -50,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000403% ₹441 Cr 1,607,279 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹410 Cr 281,022 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹406 Cr 2,444,924
↑ 127,474 BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE2% ₹395 Cr 884,500
↑ 108,253 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹387 Cr 2,473,042 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002512% ₹383 Cr 537,550
↓ -42,850 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹341 Cr 2,891,084 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹337 Cr 11,291,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹335 Cr 238,273 4. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 7 in Small Cap category. Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (20 Dec 24) ₹199.969 ↓ -4.09 (-2.00 %) Net Assets (Cr) ₹16,307 on 30 Nov 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.19 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,943 30 Nov 21 ₹20,662 30 Nov 22 ₹22,033 30 Nov 23 ₹29,861 30 Nov 24 ₹38,118 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 5.2% 3 Month -1.4% 6 Month 9.5% 1 Year 29.3% 3 Year 23.3% 5 Year 31.1% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% 2014 101.8% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.46 Yr. Resham Jain 16 Mar 18 6.72 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.74% Basic Materials 20.49% Industrials 16.97% Health Care 8.7% Consumer Defensive 7.34% Financial Services 4.08% Technology 3.74% Communication Services 1.09% Utility 0.2% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹569 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹508 Cr 1,746,352 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹476 Cr 9,260,495 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹473 Cr 6,500,000
↑ 203,304 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹431 Cr 3,620,969
↑ 82,779 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹391 Cr 2,500,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹379 Cr 9,143,737 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹375 Cr 9,623,118
↓ -376,882 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹360 Cr 1,629,601 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹358 Cr 2,254,904
↓ -86,395 5. Kotak Small Cap Fund
CAGR/Annualized return of 18.2% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (20 Dec 24) ₹274.856 ↓ -4.95 (-1.77 %) Net Assets (Cr) ₹17,732 on 30 Nov 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 1.62 Information Ratio -0.75 Alpha Ratio 5.83 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,833 30 Nov 21 ₹22,884 30 Nov 22 ₹22,932 30 Nov 23 ₹29,052 30 Nov 24 ₹38,342 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.2% 3 Month -3.7% 6 Month 5.3% 1 Year 29.3% 3 Year 19.7% 5 Year 30.9% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 1.12 Yr. Data below for Kotak Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 33% Consumer Cyclical 20.66% Basic Materials 14.66% Health Care 13.16% Technology 3.54% Real Estate 3.51% Financial Services 3.51% Consumer Defensive 3.23% Communication Services 2.54% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹583 Cr 3,174,852 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹557 Cr 3,559,792 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹539 Cr 6,353,571 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹489 Cr 1,328,764 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹471 Cr 2,518,929
↓ -97,744 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹441 Cr 8,096,930 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433502% ₹439 Cr 4,397,621 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹395 Cr 2,596,496 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹387 Cr 3,427,766 V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | VMART2% ₹384 Cr 902,098 6. IDBI Small Cap Fund
CAGR/Annualized return of 17.6% since its launch. Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (20 Dec 24) ₹33.6557 ↓ -0.54 (-1.59 %) Net Assets (Cr) ₹411 on 30 Nov 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 2.03 Information Ratio 0.03 Alpha Ratio 10.9 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,205 30 Nov 21 ₹19,152 30 Nov 22 ₹21,049 30 Nov 23 ₹26,022 30 Nov 24 ₹37,374 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 5.8% 3 Month 0.4% 6 Month 8.8% 1 Year 43.3% 3 Year 26.3% 5 Year 30.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 2014 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 0.42 Yr. Mahesh Bendre 1 Jul 24 0.42 Yr. Data below for IDBI Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 37.66% Consumer Cyclical 15.15% Basic Materials 12.28% Health Care 7.12% Technology 5.65% Utility 5% Financial Services 4.58% Consumer Defensive 4.27% Real Estate 2.79% Communication Services 2.2% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹13 Cr 1,263,574
↑ 291,276 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹11 Cr 142,830
↓ -8,310 Kilburn Engineering Ltd (Industrials)
Equity, Since 30 Nov 24 | 5221013% ₹11 Cr 215,000
↑ 215,000 Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HIMATSEIDE2% ₹10 Cr 545,700 TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS2% ₹10 Cr 224,441 Artemis Medicare Services Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Oct 23 | 5429192% ₹10 Cr 296,517 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG2% ₹10 Cr 86,263 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA2% ₹10 Cr 358,586 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006552% ₹10 Cr 19,459
↓ -8,280 Hi-Tech Pipes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | HITECH2% ₹10 Cr 582,210 7. ICICI Prudential Technology Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 37 in Sectoral category. Return for 2023 was 27.5% , 2022 was -23.2% and 2021 was 75.7% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (19 Dec 24) ₹220.59 ↓ -2.50 (-1.12 %) Net Assets (Cr) ₹13,990 on 30 Nov 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.96 Sharpe Ratio 1.34 Information Ratio -0.23 Alpha Ratio 1.05 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹15,582 30 Nov 21 ₹28,691 30 Nov 22 ₹25,112 30 Nov 23 ₹28,151 30 Nov 24 ₹37,903 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 7.4% 3 Month 4.1% 6 Month 24.1% 1 Year 30.3% 3 Year 10% 5 Year 30.5% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.5% 2022 -23.2% 2021 75.7% 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 4.59 Yr. Sharmila D’mello 30 Jun 22 2.42 Yr. Data below for ICICI Prudential Technology Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Technology 70.53% Communication Services 17.18% Consumer Cyclical 5.04% Industrials 3.51% Financial Services 0.21% Consumer Defensive 0.2% Health Care 0% Asset Allocation
Asset Class Value Cash 3.11% Equity 96.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY22% ₹2,998 Cr 17,060,916
↓ -519,128 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS12% ₹1,581 Cr 3,984,724
↑ 250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL9% ₹1,153 Cr 7,148,806 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹733 Cr 4,149,450 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM5% ₹733 Cr 1,283,184
↑ 413 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327555% ₹638 Cr 3,965,218
↓ -330,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901574% ₹561 Cr 4,645,340
↑ 1,000,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5433203% ₹398 Cr 16,458,409
↑ 2,100,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076853% ₹382 Cr 6,924,382
↓ -320,740 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT2% ₹310 Cr 577,218
↓ -33,312 8. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 27 in Sectoral category. Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (20 Dec 24) ₹186.07 ↓ -3.49 (-1.84 %) Net Assets (Cr) ₹6,990 on 30 Nov 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 2.1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹9,351 30 Nov 21 ₹15,464 30 Nov 22 ₹20,034 30 Nov 23 ₹26,508 30 Nov 24 ₹37,571 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 1.7% 3 Month -6.4% 6 Month -0.9% 1 Year 33.5% 3 Year 35.5% 5 Year 30.5% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% 2014 56.2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 7.5 Yr. Sharmila D’mello 30 Jun 22 2.42 Yr. Data below for ICICI Prudential Infrastructure Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 36.67% Basic Materials 19.58% Financial Services 17.95% Utility 10.37% Energy 7.21% Consumer Cyclical 1.19% Real Estate 0.87% Communication Services 0.74% Asset Allocation
Asset Class Value Cash 4.73% Equity 94.58% Debt 0.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT9% ₹634 Cr 1,749,683
↑ 550,000 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹270 Cr 6,615,698 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK4% ₹257 Cr 1,990,000 JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL4% ₹244 Cr 17,363,241 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003874% ₹240 Cr 95,657
↑ 28,035 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK3% ₹226 Cr 1,300,000
↓ -90,000 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹210 Cr 7,012,665
↑ 912,508 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹204 Cr 1,602,254
↓ -100,658 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹201 Cr 1,509,486
↑ 1,000,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS3% ₹191 Cr 1,387,644
↑ 400,000 9. BOI AXA Manufacturing and Infrastructure Fund
CAGR/Annualized return of 12.3% since its launch. Return for 2023 was 44.7% , 2022 was 3.3% and 2021 was 52.5% . BOI AXA Manufacturing and Infrastructure Fund
Growth Launch Date 5 Mar 10 NAV (20 Dec 24) ₹55.99 ↓ -1.06 (-1.86 %) Net Assets (Cr) ₹539 on 30 Nov 24 Category Equity - Sectoral AMC BOI AXA Investment Mngrs Private Ltd Rating Risk High Expense Ratio 2.57 Sharpe Ratio 1.93 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,179 30 Nov 21 ₹18,654 30 Nov 22 ₹20,480 30 Nov 23 ₹27,562 30 Nov 24 ₹37,695 Returns for BOI AXA Manufacturing and Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.2% 3 Month -5.5% 6 Month 0.4% 1 Year 33.4% 3 Year 26.4% 5 Year 30.5% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.7% 2022 3.3% 2021 52.5% 2020 28.1% 2019 2.5% 2018 -22.8% 2017 56% 2016 1% 2015 0.3% 2014 54.1% Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
Name Since Tenure Nitin Gosar 27 Sep 22 2.18 Yr. Data below for BOI AXA Manufacturing and Infrastructure Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 25.46% Basic Materials 21.23% Consumer Cyclical 11.74% Utility 6.67% Energy 5.7% Health Care 5.68% Technology 5.04% Consumer Defensive 4.71% Communication Services 3.32% Real Estate 2.66% Asset Allocation
Asset Class Value Cash 7.8% Equity 92.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 31 May 21 | 5325556% ₹32 Cr 773,906 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT5% ₹27 Cr 75,802
↑ 7,277 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹22 Cr 477,680 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹20 Cr 150,806
↑ 29,060 Sterling and Wilson Renewable Energy Ltd (Technology)
Equity, Since 31 Mar 24 | SWSOLAR3% ₹14 Cr 244,992
↑ 43,974 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 May 24 | 5419743% ₹14 Cr 137,935
↑ 10,162 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 24 | 5348162% ₹13 Cr 375,411 Senco Gold Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SENCO2% ₹12 Cr 100,421
↑ 9,427 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO2% ₹12 Cr 23,073 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹11 Cr 84,903
↑ 7,343 10. Edelweiss Mid Cap Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 22 in Mid Cap category. Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (20 Dec 24) ₹100.255 ↓ -2.33 (-2.28 %) Net Assets (Cr) ₹8,280 on 30 Nov 24 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 2.53 Information Ratio 0.54 Alpha Ratio 13.46 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,071 30 Nov 21 ₹18,316 30 Nov 22 ₹19,969 30 Nov 23 ₹25,352 30 Nov 24 ₹36,872 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 4.9% 3 Month -1.6% 6 Month 9.5% 1 Year 43.1% 3 Year 27.5% 5 Year 30.4% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% 2014 83.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.13 Yr. Trideep Bhattacharya 1 Oct 21 3.17 Yr. Raj Koradia 1 Aug 24 0.33 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 21.61% Industrials 17.3% Consumer Cyclical 14.67% Health Care 12.12% Technology 11.32% Basic Materials 7.32% Consumer Defensive 4.13% Real Estate 3.65% Communication Services 1.81% Utility 1.66% Energy 1.53% Asset Allocation
Asset Class Value Cash 2.89% Equity 97.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT4% ₹309 Cr 576,038
↓ -64,993 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹283 Cr 201,347
↓ -39,358 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002573% ₹233 Cr 1,063,139
↑ 58,783 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433903% ₹195 Cr 1,148,385
↑ 63,497 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹195 Cr 9,547,933
↑ 1,793,993 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹184 Cr 179,636
↑ 9,932 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 5000932% ₹171 Cr 2,433,091
↑ 134,533 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008502% ₹162 Cr 2,393,428
↑ 132,340 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹162 Cr 361,854 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE2% ₹161 Cr 211,198
↑ 11,677
सर्वोत्तम SIP गुंतवणूक कशी निवडावी?
असे विविध म्युच्युअल फंड आहेत जे तुम्हाला एसआयपीद्वारे गुंतवणूक करण्याची परवानगी देतात. परंतु मुख्य समस्या निवडणे आहेसर्वोत्तम म्युच्युअल फंड SIP साठी. सर्वोत्कृष्ट म्युच्युअल फंड व्यक्तीपरत्वे बदलू शकतात, तरीही गुंतवणूकदार सर्वोत्तम SIP म्युच्युअल फंड निवडण्यापूर्वी विचारात घेऊ शकतात अशा काही मुद्द्यांची यादी खाली दिली आहे.
SIP गुंतवणुकीचे उद्दिष्ट समजून घ्या
जेव्हा गुंतवणुकीचा प्रश्न येतो तेव्हा आपल्यापैकी प्रत्येकाचे उद्दिष्ट वेगळे असते. त्यामुळे म्युच्युअल फंडामध्ये एसआयपीद्वारे गुंतवणूक करण्यापूर्वी, तुमच्या गुंतवणुकीच्या उद्दिष्टांचे स्पष्ट चित्र मिळवण्याचा सल्ला दिला जातो.जोखीम प्रोफाइल. साधारणपणे,इक्विटी म्युच्युअल फंड दीर्घकालीन उद्दिष्टांसाठी फायदेशीर मानले जातेपैसा बाजार आणिकर्ज निधी अल्पकालीन उद्दिष्टांसाठी योग्य आहेत.
फंड हाऊस जाणून घ्या
SIP रिटर्न्सचा मोठा भाग तुमच्या वतीने तुमचे पैसे व्यवस्थापित करणाऱ्या फंड हाऊसवर अवलंबून असतो. फंड हाऊसचे उद्दिष्ट अयशस्वी झाल्यास, तुम्ही तुमचे पैसे गमावाल. तुमच्याकडे सर्वोत्तम एसआयपी योजना असल्याची खात्री करण्यासाठी एक नामांकित फंड हाऊस निवडा.
SIP म्युच्युअल फंडाच्या फंड कामगिरीचे निरीक्षण करा
मूलभूत कारणांपैकी एक कारण जे लोकम्युच्युअल फंडात गुंतवणूक करा SIP च्या माध्यमातून पैसे कमवायचे आहेत. म्हणून, सर्वोत्तम फंड निवडण्यासाठी आणि नंतर सर्वोत्तम SIP योजनांमध्ये गुंतवणूक करण्यासाठी ठराविक कालावधीत निधीच्या कामगिरीचे विश्लेषण करणे महत्त्वाचे आहे. सामान्यतः, इक्विटी म्युच्युअल फंडांसाठी दीर्घकालीन कामगिरीकडे लक्ष दिले जाते, तर कर्जासाठी म्युच्युअल फंड्ससाठी अल्प ते मध्यम मुदतीच्या परताव्याचा विचार केला जातो.
SIP चे भार आणि आवर्ती खर्चाचे विश्लेषण करा
शेवटचे परंतु किमान नाही, निर्गमन भार आणि खर्चाचे प्रमाण जर विनिर्दिष्ट कालावधीपूर्वी (सामान्यतः लॉक-इन कालावधी म्हणतात) मधील गुंतवणूकीची पूर्तता केली असेल तर.
म्हणून, हे पॅरामीटर्स लक्षात घेऊन सर्वोत्तम SIP योजना निवडण्याचा सल्ला दिला जातो. गुंतवणूक करण्यापूर्वी विचार करा!
एसआयपी कॅल्क्युलेटर (एसआयपी रिटर्न कॅल्क्युलेटर)
च्या साठीआर्थिक नियोजन, SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर हे सर्वोत्तम साधनांपैकी एक आहे.
कंपाउंडिंगच्या सामर्थ्याने तुमचा SIP कसा वाढतो यावर नजर ठेवण्यासाठी खालील उदाहरणाचा विचार करा.
| मासिक गुंतवणूक | गुंतवणुकीचा कालावधी | एकूण गुंतवणूक केलेली रक्कम | अंतिम मूल्य @ 14% p.a. |
|---|---|---|---|
| १,000 | 5 वर्षे | 60,000 | ८७,२०० |
| 1,000 | 10 वर्षे | 1,20,000 | २,६२,०९१ |
| 1,000 | 15 वर्षे | 1,80,000 | ६,१२,८५३ |
वरील तक्त्यामध्ये नमूद केले आहे की जर तुम्ही SIP म्युच्युअल फंडामध्ये दरमहा INR 1,000 ची गुंतवणूक केली तर, 5 वर्षातील तुमची एकूण गुंतवणूक INR 60,000 असेल आणि तुमची SIP 14% p.a च्या गृहित परताव्याच्या टक्केवारीने परत येईल. होईल87,2001 रुपये, अनुक्रमे. त्याचप्रमाणे 10 वर्षांत एकूण गुंतवणूक होईलINR 1,20,000 आणि 14% p.a च्या गृहित टक्केवारीवर SIP परतावा. होईलINR 2,62,091.
त्याच प्रकारे, 15 वर्षांत गुंतवणूक होईलINR 1,80,000 आणि 14% p.a च्या परताव्याच्या टक्केवारीचे अंतिम मूल्य असेलINR 6,12,853, अनुक्रमे.
तर, एका महिन्यात फक्त INR 1,000 ची गुंतवणूक करून, पुढील वर्षांमध्ये तुमचे पैसे कसे वाढतील ते पहा. गुंतवणुकीसाठी सर्वोत्तम SIP म्युच्युअल फंड निवडताना वरील गणिते विचारात घ्या.
वारंवार विचारले जाणारे प्रश्न
1. SIP म्हणजे काय?
अ: एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅन हा म्युच्युअल फंड योजनेंतर्गत ऑफर केलेला गुंतवणूक मार्ग आहे, जेथे ठराविक रक्कम नियमित अंतराने योजनेअंतर्गत गुंतवली जाते. हा हप्ता रु. 500 इतका लहान असू शकतो.
2. SIP चे फायदे काय आहेत?
अ: SIP चा प्राथमिक फायदा हा आहे की ते गुंतवणूक अधिक शिस्तबद्ध करते. हे गुंतवणूकदारांना करू देतेआर्थिक योजना उपयुक्त आणि गुंतवणुकदाराला गुंतवणूकदारामध्ये गुंतवणुकीची सवय विकसित करण्यास मदत करते.
3. SIP मध्ये कोण गुंतवणूक करू शकते?
अ: SIP मध्ये कोणीही गुंतवणूक करू शकतो. परंतु, तुम्ही तुमचे जोखीम विश्लेषण करणे आवश्यक आहे, म्हणजे तुम्हाला किती जोखीम घ्यायची आहे. तसेच, सुरू करण्यासाठी, तुम्हाला पॅन तपशील, पत्ता पुरावा आणि आवश्यक आहेबँक तपशील
4. ऑफलाइन मोडमध्ये एसआयपीमध्ये गुंतवणूक करण्यासाठी कोणत्या पायऱ्या आहेत?
अ: ऑफलाइन मोडमध्ये गुंतवणूक करण्यासाठी, तुम्हाला अर्ज भरावा लागेल, मासिक किंवा त्रैमासिक SIP रकमेसाठी चेक सबमिट करावा लागेल, त्याची एक प्रत प्रदान करावी लागेल.पॅन कार्ड, पत्त्याचा पुरावा आणि तुमच्या बँक तपशीलांचा पुरावा म्हणून रद्द केलेला चेक.
5. मी ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक का करावी?
अ: ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडाने 3 मार्च 2000 रोजी लाँच झाल्यापासून 11.9% परतावा दर्शविला आहे. इतर फंडांच्या विपरीत, 2020 मध्ये, त्याने 70.6% परतावा स्थापित केला आहे. म्हणून, ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक करणे फायदेशीर ठरले आहे आणि पाच वर्षांसाठी एसआयपीमध्ये गुंतवणूक केली आहे.
6. मी SBI ब्लूचिप फंड रेग्युलर ग्रोथमध्ये गुंतवणूक का करावी?
अ: एसबीआय ब्लूचिप फंड रेग्युलर ग्रोथने पाच वर्षांच्या वाढीचा दर दर्शविला आहे५.२९%, जे तुलनेने जास्त आहे.
7. SIP मध्ये गुंतवणूक करताना तुम्ही कशाचा विचार केला पाहिजे?
अ: जेव्हा तुम्ही SIP मध्ये गुंतवणूक करता तेव्हा तुम्ही नेट अॅसेट व्हॅल्यू किंवानाही. तुम्ही योजनेसाठी केलेली ही गुंतवणूक आहे. तुम्ही त्याचे रेटिंग आणि त्याची ऐतिहासिक कामगिरी देखील तपासली पाहिजे. तुमची गुंतवणूक सुरक्षित आहे याची खात्री करण्यासाठी SIP द्वारे मिळणारे परतावा समजून घेणे आवश्यक आहे.
8. SIP साठी KYC महत्वाचे आहे का?
अ: होय, एसआयपीसाठीही केवायसी आवश्यक आहे. एसआयपी म्युच्युअल फंडाच्या योजनेंतर्गत येत असल्याने, तुम्हाला एसआयपीमध्ये गुंतवणूक करण्यासाठी केवायसी कागदपत्रे प्रदान करावी लागतील.
9. SIP मध्ये किमान गुंतवणुकीची आवश्यकता असते का?
अ: होय, काही SIP साठी किमान गुंतवणूक आवश्यक असते. उदाहरणार्थ, आदित्य बिर्ला सन लाइफ डिजिटल इंडिया फंडासाठी किमान SIP गुंतवणुकीची आवश्यकता रु. 1000 आहे. SBI ब्लूचिप फंड नियमित वाढीसाठी किमान रु. 5000 ची आवश्यकता आहे. अशा प्रकारे, तुम्ही ज्या एसआयपीमध्ये गुंतवणूक करत आहात त्यावर अवलंबून, तुम्हाला तुमची गुंतवणूक रक्कम वाढवावी लागेल.
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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