Table of Contents
सर्वोत्तम SIP योजना? त्यांना कसे निवडायचे? विचार करताना गुंतवणूकदारांच्या मनात हे काही सामान्य प्रश्न आहेतम्युच्युअल फंडात गुंतवणूक a द्वारेSIP किंवा पद्धतशीरगुंतवणूक योजना.एसआयपी गुंतवणूक सर्वात शिस्तबद्ध एक आहेगुंतवणूक गुंतवणूक करताना पर्यायम्युच्युअल फंड. शिवाय, SIP म्युच्युअल फंडातील गुंतवणूकीची किमान रक्कम INR 500 इतकी कमी आहे. यामुळे गुंतवणूक करणे शक्य होते.शीर्ष SIP खूप सोयीस्कर योजना.
Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.
तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा
दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!
Talk to our investment specialist
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 2.9 13.6 38.9 21.9 19.2 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 HDFC Equity Fund Growth ₹1,794.47
↑ 1.46 ₹65,967 -2.5 -3 12.2 21.7 22.1 23.5 Nippon India Multi Cap Fund Growth ₹260.317
↑ 1.99 ₹37,594 -8.4 -11.2 7.9 21.6 21.1 25.8 JM Multicap Fund Growth ₹91.2141
↓ -0.02 ₹5,255 -8.7 -14.3 6.5 21.2 20.5 33.3 IDFC Core Equity Fund Growth ₹119.27
↑ 0.66 ₹7,574 -5 -10.5 9.3 20.7 20.1 28.8 JM Value Fund Growth ₹88.9377
↑ 0.24 ₹1,027 -9.6 -17.6 0.9 20.4 20.6 25.1 ICICI Prudential Large & Mid Cap Fund Growth ₹905.87
↑ 0.37 ₹18,624 -1.5 -5.5 10.2 19.8 22 20.4 Nippon India Value Fund Growth ₹204.958
↑ 1.15 ₹8,170 -4.8 -9.1 6.8 19.4 21.7 22.3 L&T India Value Fund Growth ₹96.245
↑ 0.38 ₹12,849 -8.2 -11.1 4.3 19.2 20.9 25.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21
*खालील फंड सर्वोत्तम विचारात घेत आहेतCAGR
3 वर्षांहून अधिक कालावधीसाठी परतावा आणि निधी किमान आहेबाजार 1 वर्षाचा इतिहास (निधी वय) आणि 3 वर्षांचा निधी असल्यास व्यवस्थापनाखालील मालमत्ता किमान 500 कोटी आहे. मल्टी कॅप, लार्ज कॅप, लार्ज आणि मधून सुचवलेले आहेतमिड-कॅप आणि मूल्य उपवर्ग.
The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip 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 Large Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on (Erstwhile IDFC Classic Equity Fund) The investment objective of the Scheme is to seek to generate
long term capital growth from a diversified portfolio of predominantly equity and equity related instruments. However, there is no assurance or guarantee that the objectives of the scheme will be realized. IDFC Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 05. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Core Equity Fund Returns up to 1 year are on (Erstwhile JM Basic Fund) The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus. JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a Below is the key information for JM Value Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Top 100 Fund) To generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities ICICI Prudential Large & Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 98. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Large & Mid Cap Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Equity Plan) The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities. Nippon India Value Fund is a Equity - Value fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Value Fund Returns up to 1 year are on To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets. L&T India Value Fund is a Equity - Value fund was launched on 8 Jan 10. It is a fund with Moderately High risk and has given a Below is the key information for L&T India Value Fund Returns up to 1 year are on 1. Principal Emerging Bluechip Fund
CAGR/Annualized
return of 24.8% since its launch. Ranked 1 in Large & Mid Cap
category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 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 Returns for Principal Emerging Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. IDBI India Top 100 Equity Fund
CAGR/Annualized
return of 14.2% since its launch. Ranked 45 in Large Cap
category. . IDBI India Top 100 Equity Fund
Growth Launch Date 15 May 12 NAV (28 Jul 23) ₹44.16 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹655 on 30 Jun 23 Category Equity - Large Cap AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio 1.09 Information Ratio 0.14 Alpha Ratio 2.11 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 Returns for IDBI India Top 100 Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month 3% 3 Month 9.2% 6 Month 12.5% 1 Year 15.4% 3 Year 21.9% 5 Year 12.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Equity Fund
CAGR/Annualized
return of 18.8% since its launch. Ranked 34 in Multi Cap
category. Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (20 Feb 25) ₹1,794.47 ↑ 1.46 (0.08 %) Net Assets (Cr) ₹65,967 on 31 Jan 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 1.03 Information Ratio 2.14 Alpha Ratio 7.41 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -1.3% 3 Month -2.5% 6 Month -3% 1 Year 12.2% 3 Year 21.7% 5 Year 22.1% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.5% 2022 30.6% 2021 18.3% 2020 36.2% 2019 6.4% 2018 6.8% 2017 -3.5% 2016 36.9% 2015 7.3% 2014 -5.1% Fund Manager information for HDFC Equity Fund
Name Since Tenure Data below for HDFC Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Nippon India Multi Cap Fund
CAGR/Annualized
return of 17.8% since its launch. Ranked 63 in Multi Cap
category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (20 Feb 25) ₹260.317 ↑ 1.99 (0.77 %) Net Assets (Cr) ₹37,594 on 31 Jan 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.6 Information Ratio 1.22 Alpha Ratio 5.08 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 Returns for Nippon India Multi Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -6.1% 3 Month -8.4% 6 Month -11.2% 1 Year 7.9% 3 Year 21.6% 5 Year 21.1% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.8% 2022 38.1% 2021 14.1% 2020 48.9% 2019 0% 2018 2.2% 2017 -2.2% 2016 40.9% 2015 -6.7% 2014 0.5% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Data below for Nippon India Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. JM Multicap Fund
CAGR/Annualized
return of 14.4% since its launch. Ranked 16 in Multi Cap
category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (20 Feb 25) ₹91.2141 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹5,255 on 31 Jan 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.67 Information Ratio 1.42 Alpha Ratio 7.28 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for JM Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -8.4% 3 Month -8.7% 6 Month -14.3% 1 Year 6.5% 3 Year 21.2% 5 Year 20.5% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.3% 2022 40% 2021 7.8% 2020 32.9% 2019 11.4% 2018 16.6% 2017 -5.4% 2016 39.5% 2015 10.5% 2014 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Data below for JM Multicap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. IDFC Core Equity Fund
CAGR/Annualized
return of 13.5% since its launch. Ranked 23 in Large & Mid Cap
category. Return for 2024 was 28.8% , 2023 was 36.2% and 2022 was 6.9% . IDFC Core Equity Fund
Growth Launch Date 9 Aug 05 NAV (20 Feb 25) ₹119.27 ↑ 0.66 (0.56 %) Net Assets (Cr) ₹7,574 on 31 Jan 25 Category Equity - Large & Mid Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.62 Information Ratio 1.08 Alpha Ratio 4.02 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for IDFC Core Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -4.3% 3 Month -5% 6 Month -10.5% 1 Year 9.3% 3 Year 20.7% 5 Year 20.1% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.8% 2022 36.2% 2021 6.9% 2020 34.1% 2019 12.9% 2018 3.7% 2017 -5.1% 2016 37.3% 2015 8% 2014 5.2% Fund Manager information for IDFC Core Equity Fund
Name Since Tenure Data below for IDFC Core Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. JM Value Fund
CAGR/Annualized
return of 16.4% since its launch. Ranked 15 in Value
category. Return for 2024 was 25.1% , 2023 was 47.7% and 2022 was 5.3% . JM Value Fund
Growth Launch Date 2 Jun 97 NAV (20 Feb 25) ₹88.9377 ↑ 0.24 (0.27 %) Net Assets (Cr) ₹1,027 on 31 Jan 25 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.47 Sharpe Ratio 0.11 Information Ratio 1 Alpha Ratio -1.97 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for JM Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -7.9% 3 Month -9.6% 6 Month -17.6% 1 Year 0.9% 3 Year 20.4% 5 Year 20.6% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.1% 2022 47.7% 2021 5.3% 2020 36.3% 2019 13.4% 2018 11.9% 2017 -11.2% 2016 44.6% 2015 12.1% 2014 3.5% Fund Manager information for JM Value Fund
Name Since Tenure Data below for JM Value Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. ICICI Prudential Large & Mid Cap Fund
CAGR/Annualized
return of 18.4% since its launch. Ranked 31 in Large & Mid Cap
category. Return for 2024 was 20.4% , 2023 was 29.9% and 2022 was 11.7% . ICICI Prudential Large & Mid Cap Fund
Growth Launch Date 9 Jul 98 NAV (20 Feb 25) ₹905.87 ↑ 0.37 (0.04 %) Net Assets (Cr) ₹18,624 on 31 Jan 25 Category Equity - Large & Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio 0.82 Information Ratio 0.54 Alpha Ratio 6.06 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 Returns for ICICI Prudential Large & Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -2.2% 3 Month -1.5% 6 Month -5.5% 1 Year 10.2% 3 Year 19.8% 5 Year 22% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.4% 2022 29.9% 2021 11.7% 2020 41.8% 2019 11.7% 2018 5.7% 2017 -6.2% 2016 29.8% 2015 10.3% 2014 -0.6% Fund Manager information for ICICI Prudential Large & Mid Cap Fund
Name Since Tenure Data below for ICICI Prudential Large & Mid Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Nippon India Value Fund
CAGR/Annualized
return of 16.6% since its launch. Return for 2024 was 22.3% , 2023 was 42.4% and 2022 was 4.8% . Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (20 Feb 25) ₹204.958 ↑ 1.15 (0.56 %) Net Assets (Cr) ₹8,170 on 31 Jan 25 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.49 Information Ratio 1.57 Alpha Ratio 2.66 Min Investment 500 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 Returns for Nippon India Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -4.9% 3 Month -4.8% 6 Month -9.1% 1 Year 6.8% 3 Year 19.4% 5 Year 21.7% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.3% 2022 42.4% 2021 4.8% 2020 39.4% 2019 16.3% 2018 5.7% 2017 -8.4% 2016 45.7% 2015 -1.6% 2014 6.1% Fund Manager information for Nippon India Value Fund
Name Since Tenure Data below for Nippon India Value Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. L&T India Value Fund
CAGR/Annualized
return of 16.2% since its launch. Ranked 4 in Value
category. Return for 2024 was 25.9% , 2023 was 39.4% and 2022 was 5.2% . L&T India Value Fund
Growth Launch Date 8 Jan 10 NAV (20 Feb 25) ₹96.245 ↑ 0.38 (0.39 %) Net Assets (Cr) ₹12,849 on 31 Jan 25 Category Equity - Value AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.5 Information Ratio 1.17 Alpha Ratio 3.07 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 Returns for L&T India Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -6.3% 3 Month -8.2% 6 Month -11.1% 1 Year 4.3% 3 Year 19.2% 5 Year 20.9% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.9% 2022 39.4% 2021 5.2% 2020 40.3% 2019 14.6% 2018 4.6% 2017 -11.4% 2016 41.3% 2015 8.1% 2014 12.9% Fund Manager information for L&T India Value Fund
Name Since Tenure Data below for L&T India Value Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
Really very informative
Knowing more