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SIP 2022 - 2023 کے لیے ہندوستان میں بہترین میوچل فنڈز

Updated on December 7, 2025 , 24875 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 ₹93.1584
↓ -0.10 		₹48,871 100 22.43.918.220.718.2
DSP TOP 100 Equity Growth ₹484.231
↓ -1.12 		₹6,934 500 3.21.44.517.315.620.5
ICICI Prudential Bluechip Fund Growth ₹114.56
↓ -0.63 		₹75,863 100 3.84.16.117.318.516.9
Bandhan Large Cap Fund Growth ₹79.446
↓ -0.04 		₹2,017 100 3.43.73.716.215.518.7
Invesco India Largecap Fund Growth ₹70.59
↓ -0.11 		₹1,686 100 1.11.41.116.216.320
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundDSP TOP 100 EquityICICI Prudential Bluechip FundBandhan Large Cap FundInvesco India Largecap Fund
Point 1Upper mid AUM (₹48,871 Cr).Lower mid AUM (₹6,934 Cr).Highest AUM (₹75,863 Cr).Bottom quartile AUM (₹2,017 Cr).Bottom quartile AUM (₹1,686 Cr).
Point 2Established history (18+ yrs).Oldest track record among peers (22 yrs).Established history (17+ yrs).Established history (19+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.69% (top quartile).5Y return: 15.62% (bottom quartile).5Y return: 18.46% (upper mid).5Y return: 15.52% (bottom quartile).5Y return: 16.33% (lower mid).
Point 63Y return: 18.16% (top quartile).3Y return: 17.32% (upper mid).3Y return: 17.30% (lower mid).3Y return: 16.22% (bottom quartile).3Y return: 16.18% (bottom quartile).
Point 71Y return: 3.89% (lower mid).1Y return: 4.51% (upper mid).1Y return: 6.07% (top quartile).1Y return: 3.70% (bottom quartile).1Y return: 1.07% (bottom quartile).
Point 8Alpha: 0.46 (upper mid).Alpha: -2.26 (bottom quartile).Alpha: 0.55 (top quartile).Alpha: -0.04 (bottom quartile).Alpha: 0.09 (lower mid).
Point 9Sharpe: 0.15 (top quartile).Sharpe: -0.10 (bottom quartile).Sharpe: 0.12 (upper mid).Sharpe: 0.11 (lower mid).Sharpe: 0.08 (bottom quartile).
Point 10Information ratio: 1.44 (top quartile).Information ratio: 0.51 (bottom quartile).Information ratio: 1.23 (upper mid).Information ratio: 0.53 (bottom quartile).Information ratio: 0.72 (lower mid).

Nippon India Large Cap Fund

  • Upper mid AUM (₹48,871 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.69% (top quartile).
  • 3Y return: 18.16% (top quartile).
  • 1Y return: 3.89% (lower mid).
  • Alpha: 0.46 (upper mid).
  • Sharpe: 0.15 (top quartile).
  • Information ratio: 1.44 (top quartile).

DSP TOP 100 Equity

  • Lower mid AUM (₹6,934 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.62% (bottom quartile).
  • 3Y return: 17.32% (upper mid).
  • 1Y return: 4.51% (upper mid).
  • Alpha: -2.26 (bottom quartile).
  • Sharpe: -0.10 (bottom quartile).
  • Information ratio: 0.51 (bottom quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹75,863 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.46% (upper mid).
  • 3Y return: 17.30% (lower mid).
  • 1Y return: 6.07% (top quartile).
  • Alpha: 0.55 (top quartile).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: 1.23 (upper mid).

Bandhan Large Cap Fund

  • Bottom quartile AUM (₹2,017 Cr).
  • Established history (19+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.52% (bottom quartile).
  • 3Y return: 16.22% (bottom quartile).
  • 1Y return: 3.70% (bottom quartile).
  • Alpha: -0.04 (bottom quartile).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: 0.53 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,686 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.33% (lower mid).
  • 3Y return: 16.18% (bottom quartile).
  • 1Y return: 1.07% (bottom quartile).
  • Alpha: 0.09 (lower mid).
  • Sharpe: 0.08 (bottom quartile).
  • Information ratio: 0.72 (lower mid).

ایس آئی پی کے لیے بہترین ملٹی کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹299.153
↑ 1.22 		₹49,314 100 -0.7-0.6-0.220.825.525.8
Motilal Oswal Multicap 35 Fund Growth ₹60.9732
↑ 0.01 		₹14,319 500 -1.90.1-5.220.61645.7
HDFC Equity Fund Growth ₹2,058.24
↓ -5.47 		₹91,041 300 2.74.37.620.624.123.5
JM Multicap Fund Growth ₹96.2568
↑ 0.29 		₹6,080 500 -1.6-2.1-10.319.120.633.3
Mahindra Badhat Yojana Growth ₹35.4233
↑ 0.22 		₹6,055 500 1.30-0.118.321.623.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Multi Cap FundMotilal Oswal Multicap 35 FundHDFC Equity FundJM Multicap FundMahindra Badhat Yojana
Point 1Upper mid AUM (₹49,314 Cr).Lower mid AUM (₹14,319 Cr).Highest AUM (₹91,041 Cr).Bottom quartile AUM (₹6,080 Cr).Bottom quartile AUM (₹6,055 Cr).
Point 2Established history (20+ yrs).Established history (11+ yrs).Oldest track record among peers (30 yrs).Established history (17+ yrs).Established history (8+ yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.51% (top quartile).5Y return: 16.00% (bottom quartile).5Y return: 24.10% (upper mid).5Y return: 20.59% (bottom quartile).5Y return: 21.61% (lower mid).
Point 63Y return: 20.82% (top quartile).3Y return: 20.62% (upper mid).3Y return: 20.61% (lower mid).3Y return: 19.05% (bottom quartile).3Y return: 18.25% (bottom quartile).
Point 71Y return: -0.19% (lower mid).1Y return: -5.17% (bottom quartile).1Y return: 7.61% (top quartile).1Y return: -10.30% (bottom quartile).1Y return: -0.14% (upper mid).
Point 8Alpha: -0.58 (bottom quartile).Alpha: 0.60 (upper mid).Alpha: 3.93 (top quartile).Alpha: -10.27 (bottom quartile).Alpha: 0.43 (lower mid).
Point 9Sharpe: -0.07 (bottom quartile).Sharpe: 0.05 (upper mid).Sharpe: 0.39 (top quartile).Sharpe: -0.64 (bottom quartile).Sharpe: 0.00 (lower mid).
Point 10Information ratio: 0.64 (lower mid).Information ratio: 0.57 (bottom quartile).Information ratio: 1.44 (top quartile).Information ratio: 0.89 (upper mid).Information ratio: 0.13 (bottom quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹49,314 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.51% (top quartile).
  • 3Y return: 20.82% (top quartile).
  • 1Y return: -0.19% (lower mid).
  • Alpha: -0.58 (bottom quartile).
  • Sharpe: -0.07 (bottom quartile).
  • Information ratio: 0.64 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹14,319 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.00% (bottom quartile).
  • 3Y return: 20.62% (upper mid).
  • 1Y return: -5.17% (bottom quartile).
  • Alpha: 0.60 (upper mid).
  • Sharpe: 0.05 (upper mid).
  • Information ratio: 0.57 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹91,041 Cr).
  • Oldest track record among peers (30 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.10% (upper mid).
  • 3Y return: 20.61% (lower mid).
  • 1Y return: 7.61% (top quartile).
  • Alpha: 3.93 (top quartile).
  • Sharpe: 0.39 (top quartile).
  • Information ratio: 1.44 (top quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹6,080 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.59% (bottom quartile).
  • 3Y return: 19.05% (bottom quartile).
  • 1Y return: -10.30% (bottom quartile).
  • Alpha: -10.27 (bottom quartile).
  • Sharpe: -0.64 (bottom quartile).
  • Information ratio: 0.89 (upper mid).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,055 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 21.61% (lower mid).
  • 3Y return: 18.25% (bottom quartile).
  • 1Y return: -0.14% (upper mid).
  • Alpha: 0.43 (lower mid).
  • Sharpe: 0.00 (lower mid).
  • Information ratio: 0.13 (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 (%)
Invesco India Mid Cap Fund Growth ₹183.28
↑ 1.73 		₹9,320 500 1.32.94.92624.843.1
ICICI Prudential MidCap Fund Growth ₹306.06
↑ 1.56 		₹6,964 100 2.91.33.621.122.727
TATA Mid Cap Growth Fund Growth ₹440.83
↑ 1.20 		₹5,283 150 2.52.90.820.62122.7
Aditya Birla Sun Life Midcap Fund Growth ₹789.2
↑ 5.24 		₹6,271 1,000 0.9-0.7-119.120.822
BNP Paribas Mid Cap Fund Growth ₹103.193
↑ 0.69 		₹2,276 300 2.42.4-0.619.121.328.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundICICI Prudential MidCap FundTATA Mid Cap Growth FundAditya Birla Sun Life Midcap FundBNP Paribas Mid Cap Fund
Point 1Highest AUM (₹9,320 Cr).Upper mid AUM (₹6,964 Cr).Bottom quartile AUM (₹5,283 Cr).Lower mid AUM (₹6,271 Cr).Bottom quartile AUM (₹2,276 Cr).
Point 2Established history (18+ yrs).Established history (21+ yrs).Oldest track record among peers (31 yrs).Established history (23+ yrs).Established history (19+ yrs).
Point 3Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).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: High.
Point 55Y return: 24.79% (top quartile).5Y return: 22.74% (upper mid).5Y return: 20.95% (bottom quartile).5Y return: 20.83% (bottom quartile).5Y return: 21.28% (lower mid).
Point 63Y return: 25.99% (top quartile).3Y return: 21.12% (upper mid).3Y return: 20.61% (lower mid).3Y return: 19.11% (bottom quartile).3Y return: 19.10% (bottom quartile).
Point 71Y return: 4.92% (top quartile).1Y return: 3.57% (upper mid).1Y return: 0.78% (lower mid).1Y return: -0.95% (bottom quartile).1Y return: -0.56% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 2.69 (top quartile).Alpha: -3.43 (lower mid).Alpha: -4.40 (bottom quartile).Alpha: -3.98 (bottom quartile).
Point 9Sharpe: 0.43 (top quartile).Sharpe: 0.22 (upper mid).Sharpe: -0.12 (lower mid).Sharpe: -0.17 (bottom quartile).Sharpe: -0.17 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: -0.29 (upper mid).Information ratio: -0.66 (lower mid).Information ratio: -0.80 (bottom quartile).Information ratio: -1.03 (bottom quartile).

Invesco India Mid Cap Fund

  • Highest AUM (₹9,320 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.79% (top quartile).
  • 3Y return: 25.99% (top quartile).
  • 1Y return: 4.92% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.43 (top quartile).
  • Information ratio: 0.00 (top quartile).

ICICI Prudential MidCap Fund

  • Upper mid AUM (₹6,964 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.74% (upper mid).
  • 3Y return: 21.12% (upper mid).
  • 1Y return: 3.57% (upper mid).
  • Alpha: 2.69 (top quartile).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: -0.29 (upper mid).

TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹5,283 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.95% (bottom quartile).
  • 3Y return: 20.61% (lower mid).
  • 1Y return: 0.78% (lower mid).
  • Alpha: -3.43 (lower mid).
  • Sharpe: -0.12 (lower mid).
  • Information ratio: -0.66 (lower mid).

Aditya Birla Sun Life Midcap Fund

  • Lower mid AUM (₹6,271 Cr).
  • Established history (23+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.83% (bottom quartile).
  • 3Y return: 19.11% (bottom quartile).
  • 1Y return: -0.95% (bottom quartile).
  • Alpha: -4.40 (bottom quartile).
  • Sharpe: -0.17 (bottom quartile).
  • Information ratio: -0.80 (bottom quartile).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,276 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.28% (lower mid).
  • 3Y return: 19.10% (bottom quartile).
  • 1Y return: -0.56% (bottom quartile).
  • Alpha: -3.98 (bottom quartile).
  • Sharpe: -0.17 (bottom quartile).
  • Information ratio: -1.03 (bottom quartile).

SIP کے لیے بہترین سمال کیپ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹164.09
↑ 1.41 		₹68,969 100 -2.6-3.6-9.62027.826.1
HDFC Small Cap Fund Growth ₹137.889
↑ 1.29 		₹38,412 300 -2.9-0.3-519.425.420.4
Sundaram Small Cap Fund Growth ₹257.176
↑ 2.07 		₹3,496 100 -0.1-1.3-419.22319.1
DSP Small Cap Fund  Growth ₹193.838
↑ 2.60 		₹16,868 500 -1.5-2.6-5.619.122.725.6
Franklin India Smaller Companies Fund Growth ₹163.335
↑ 1.47 		₹13,790 500 -3.2-6.6-11.618.723.523.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Small Cap FundHDFC Small Cap FundSundaram Small Cap FundDSP Small Cap Fund Franklin India Smaller Companies Fund
Point 1Highest AUM (₹68,969 Cr).Upper mid AUM (₹38,412 Cr).Bottom quartile AUM (₹3,496 Cr).Lower mid AUM (₹16,868 Cr).Bottom quartile AUM (₹13,790 Cr).
Point 2Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (20 yrs).Established history (18+ yrs).Established history (19+ 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: 27.77% (top quartile).5Y return: 25.37% (upper mid).5Y return: 23.01% (bottom quartile).5Y return: 22.72% (bottom quartile).5Y return: 23.55% (lower mid).
Point 63Y return: 19.97% (top quartile).3Y return: 19.44% (upper mid).3Y return: 19.24% (lower mid).3Y return: 19.09% (bottom quartile).3Y return: 18.66% (bottom quartile).
Point 71Y return: -9.58% (bottom quartile).1Y return: -5.05% (upper mid).1Y return: -3.97% (top quartile).1Y return: -5.63% (lower mid).1Y return: -11.63% (bottom quartile).
Point 8Alpha: -2.66 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 2.09 (top quartile).Alpha: 0.00 (lower mid).Alpha: -3.92 (bottom quartile).
Point 9Sharpe: -0.35 (bottom quartile).Sharpe: -0.07 (top quartile).Sharpe: -0.12 (upper mid).Sharpe: -0.17 (lower mid).Sharpe: -0.40 (bottom quartile).
Point 10Information ratio: -0.11 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: -0.43 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.26 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹68,969 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.77% (top quartile).
  • 3Y return: 19.97% (top quartile).
  • 1Y return: -9.58% (bottom quartile).
  • Alpha: -2.66 (bottom quartile).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: -0.11 (lower mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹38,412 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.37% (upper mid).
  • 3Y return: 19.44% (upper mid).
  • 1Y return: -5.05% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.07 (top quartile).
  • Information ratio: 0.00 (top quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,496 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.01% (bottom quartile).
  • 3Y return: 19.24% (lower mid).
  • 1Y return: -3.97% (top quartile).
  • Alpha: 2.09 (top quartile).
  • Sharpe: -0.12 (upper mid).
  • Information ratio: -0.43 (bottom quartile).

DSP Small Cap Fund 

  • Lower mid AUM (₹16,868 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.72% (bottom quartile).
  • 3Y return: 19.09% (bottom quartile).
  • 1Y return: -5.63% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

  • Bottom quartile AUM (₹13,790 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.55% (lower mid).
  • 3Y return: 18.66% (bottom quartile).
  • 1Y return: -11.63% (bottom quartile).
  • Alpha: -3.92 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: -0.26 (bottom quartile).

بہترین ELSS (ٹیکس سیونگ میوچل فنڈز) SIP کے لیے

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Magnum Tax Gain Fund Growth ₹444.964
↓ -0.04 		₹31,783 500 2.41.3122.22227.7
Motilal Oswal Long Term Equity Fund Growth ₹49.8987
↑ 0.39 		₹4,515 500 -2.2-5.5-11.52120.647.7
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 		₹485 500 9.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 		₹1,318 500 1.215.435.520.617.4
HDFC Tax Saver Fund Growth ₹1,447.8
↓ -4.96 		₹17,194 500 2.13.1620.122.321.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Magnum Tax Gain FundMotilal Oswal Long Term Equity FundIDBI Equity Advantage FundHDFC Long Term Advantage FundHDFC Tax Saver Fund
Point 1Highest AUM (₹31,783 Cr).Lower mid AUM (₹4,515 Cr).Bottom quartile AUM (₹485 Cr).Bottom quartile AUM (₹1,318 Cr).Upper mid AUM (₹17,194 Cr).
Point 2Established history (18+ yrs).Established history (10+ yrs).Established history (12+ yrs).Established history (24+ yrs).Oldest track record among peers (29 yrs).
Point 3Rating: 2★ (lower mid).Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.96% (upper mid).5Y return: 20.59% (lower mid).5Y return: 9.97% (bottom quartile).5Y return: 17.39% (bottom quartile).5Y return: 22.33% (top quartile).
Point 63Y return: 22.15% (top quartile).3Y return: 21.05% (upper mid).3Y return: 20.84% (lower mid).3Y return: 20.64% (bottom quartile).3Y return: 20.08% (bottom quartile).
Point 71Y return: 0.98% (bottom quartile).1Y return: -11.55% (bottom quartile).1Y return: 16.92% (upper mid).1Y return: 35.51% (top quartile).1Y return: 6.01% (lower mid).
Point 8Alpha: -2.21 (bottom quartile).Alpha: -2.71 (bottom quartile).Alpha: 1.78 (upper mid).Alpha: 1.75 (lower mid).Alpha: 2.58 (top quartile).
Point 9Sharpe: -0.18 (bottom quartile).Sharpe: -0.08 (bottom quartile).Sharpe: 1.21 (upper mid).Sharpe: 2.27 (top quartile).Sharpe: 0.25 (lower mid).
Point 10Information ratio: 1.86 (top quartile).Information ratio: 0.75 (lower mid).Information ratio: -1.13 (bottom quartile).Information ratio: -0.15 (bottom quartile).Information ratio: 1.38 (upper mid).

SBI Magnum Tax Gain Fund

  • Highest AUM (₹31,783 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.96% (upper mid).
  • 3Y return: 22.15% (top quartile).
  • 1Y return: 0.98% (bottom quartile).
  • Alpha: -2.21 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: 1.86 (top quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,515 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.59% (lower mid).
  • 3Y return: 21.05% (upper mid).
  • 1Y return: -11.55% (bottom quartile).
  • Alpha: -2.71 (bottom quartile).
  • Sharpe: -0.08 (bottom quartile).
  • Information ratio: 0.75 (lower mid).

IDBI Equity Advantage Fund

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

HDFC Long Term Advantage Fund

  • Bottom quartile AUM (₹1,318 Cr).
  • Established history (24+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (bottom quartile).
  • 3Y return: 20.64% (bottom quartile).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (lower mid).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (bottom quartile).

HDFC Tax Saver Fund

  • Upper mid AUM (₹17,194 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.33% (top quartile).
  • 3Y return: 20.08% (bottom quartile).
  • 1Y return: 6.01% (lower mid).
  • Alpha: 2.58 (top quartile).
  • Sharpe: 0.25 (lower mid).
  • Information ratio: 1.38 (upper mid).

SIP کے لیے بہترین سیکٹر فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Banking & Financial Services Fund Growth ₹45.4018
↑ 0.08 		₹9,273 500 8.26.614.318.917.219.6
UTI Transportation & Logistics Fund Growth ₹291.049
↓ -0.16 		₹4,008 500 -1.2121324.322.718.7
Nippon India Banking Fund Growth ₹659.143
↑ 0.41 		₹7,543 100 8.22.611.716.920.510.3
TATA Banking and Financial Services Fund Growth ₹44.8895
↑ 0.04 		₹3,125 150 7.32.411.415.815.99
ICICI Prudential Banking and Financial Services Fund Growth ₹138.62
↓ -0.07 		₹10,593 100 5.62.611.114.516.411.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI Banking & Financial Services FundUTI Transportation & Logistics FundNippon India Banking FundTATA Banking and Financial Services FundICICI Prudential Banking and Financial Services Fund
Point 1Upper mid AUM (₹9,273 Cr).Bottom quartile AUM (₹4,008 Cr).Lower mid AUM (₹7,543 Cr).Bottom quartile AUM (₹3,125 Cr).Highest AUM (₹10,593 Cr).
Point 2Established history (10+ yrs).Established history (21+ yrs).Oldest track record among peers (22 yrs).Established history (9+ yrs).Established history (17+ yrs).
Point 3Not Rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not Rated.Top rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 17.20% (lower mid).5Y return: 22.69% (top quartile).5Y return: 20.46% (upper mid).5Y return: 15.94% (bottom quartile).5Y return: 16.41% (bottom quartile).
Point 63Y return: 18.86% (upper mid).3Y return: 24.26% (top quartile).3Y return: 16.89% (lower mid).3Y return: 15.79% (bottom quartile).3Y return: 14.54% (bottom quartile).
Point 71Y return: 14.31% (top quartile).1Y return: 12.98% (upper mid).1Y return: 11.67% (lower mid).1Y return: 11.39% (bottom quartile).1Y return: 11.12% (bottom quartile).
Point 8Alpha: 0.79 (top quartile).Alpha: 0.00 (upper mid).Alpha: -2.56 (bottom quartile).Alpha: -2.40 (bottom quartile).Alpha: -2.18 (lower mid).
Point 9Sharpe: 0.70 (top quartile).Sharpe: 0.60 (upper mid).Sharpe: 0.45 (bottom quartile).Sharpe: 0.47 (lower mid).Sharpe: 0.44 (bottom quartile).
Point 10Information ratio: 0.74 (top quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 0.64 (upper mid).Information ratio: 0.47 (lower mid).Information ratio: 0.26 (bottom quartile).

SBI Banking & Financial Services Fund

  • Upper mid AUM (₹9,273 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 17.20% (lower mid).
  • 3Y return: 18.86% (upper mid).
  • 1Y return: 14.31% (top quartile).
  • Alpha: 0.79 (top quartile).
  • Sharpe: 0.70 (top quartile).
  • Information ratio: 0.74 (top quartile).

UTI Transportation & Logistics Fund

  • Bottom quartile AUM (₹4,008 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.69% (top quartile).
  • 3Y return: 24.26% (top quartile).
  • 1Y return: 12.98% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.60 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

Nippon India Banking Fund

  • Lower mid AUM (₹7,543 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.46% (upper mid).
  • 3Y return: 16.89% (lower mid).
  • 1Y return: 11.67% (lower mid).
  • Alpha: -2.56 (bottom quartile).
  • Sharpe: 0.45 (bottom quartile).
  • Information ratio: 0.64 (upper mid).

TATA Banking and Financial Services Fund

  • Bottom quartile AUM (₹3,125 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.94% (bottom quartile).
  • 3Y return: 15.79% (bottom quartile).
  • 1Y return: 11.39% (bottom quartile).
  • Alpha: -2.40 (bottom quartile).
  • Sharpe: 0.47 (lower mid).
  • Information ratio: 0.47 (lower mid).

ICICI Prudential Banking and Financial Services Fund

  • Highest AUM (₹10,593 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 16.41% (bottom quartile).
  • 3Y return: 14.54% (bottom quartile).
  • 1Y return: 11.12% (bottom quartile).
  • Alpha: -2.18 (lower mid).
  • Sharpe: 0.44 (bottom quartile).
  • Information ratio: 0.26 (bottom quartile).

ایس آئی پی کے لیے بہترین فوکسڈ فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Focused Equity Fund Growth ₹96.63
↑ 0.07 		₹13,471 100 4.15.610.22222.226.5
HDFC Focused 30 Fund Growth ₹236.919
↓ -0.73 		₹25,140 300 1.93.87.320.22524
DSP Focus Fund Growth ₹55.994
↑ 0.03 		₹2,638 500 4.41.8318.315.718.5
SBI Focused Equity Fund Growth ₹376.047
↓ -5.09 		₹40,824 500 5.87.512.1171717.2
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 		₹1,354 100 -58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Focused Equity FundHDFC Focused 30 FundDSP Focus FundSBI Focused Equity FundSundaram Select Focus Fund
Point 1Lower mid AUM (₹13,471 Cr).Upper mid AUM (₹25,140 Cr).Bottom quartile AUM (₹2,638 Cr).Highest AUM (₹40,824 Cr).Bottom quartile AUM (₹1,354 Cr).
Point 2Established history (16+ yrs).Established history (21+ yrs).Established history (15+ yrs).Established history (21+ yrs).Oldest track record among peers (23 yrs).
Point 3Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 22.20% (upper mid).5Y return: 25.02% (top quartile).5Y return: 15.67% (bottom quartile).5Y return: 17.02% (bottom quartile).5Y return: 17.29% (lower mid).
Point 63Y return: 21.99% (top quartile).3Y return: 20.19% (upper mid).3Y return: 18.26% (lower mid).3Y return: 17.05% (bottom quartile).3Y return: 17.03% (bottom quartile).
Point 71Y return: 10.17% (lower mid).1Y return: 7.28% (bottom quartile).1Y return: 2.95% (bottom quartile).1Y return: 12.11% (upper mid).1Y return: 24.49% (top quartile).
Point 8Alpha: 3.93 (upper mid).Alpha: 3.49 (lower mid).Alpha: -2.15 (bottom quartile).Alpha: 5.61 (top quartile).Alpha: -5.62 (bottom quartile).
Point 9Sharpe: 0.29 (bottom quartile).Sharpe: 0.38 (lower mid).Sharpe: -0.15 (bottom quartile).Sharpe: 0.47 (upper mid).Sharpe: 1.85 (top quartile).
Point 10Information ratio: 1.47 (top quartile).Information ratio: 1.14 (upper mid).Information ratio: 0.09 (lower mid).Information ratio: 0.01 (bottom quartile).Information ratio: -0.52 (bottom quartile).

ICICI Prudential Focused Equity Fund

  • Lower mid AUM (₹13,471 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.20% (upper mid).
  • 3Y return: 21.99% (top quartile).
  • 1Y return: 10.17% (lower mid).
  • Alpha: 3.93 (upper mid).
  • Sharpe: 0.29 (bottom quartile).
  • Information ratio: 1.47 (top quartile).

HDFC Focused 30 Fund

  • Upper mid AUM (₹25,140 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.02% (top quartile).
  • 3Y return: 20.19% (upper mid).
  • 1Y return: 7.28% (bottom quartile).
  • Alpha: 3.49 (lower mid).
  • Sharpe: 0.38 (lower mid).
  • Information ratio: 1.14 (upper mid).

DSP Focus Fund

  • Bottom quartile AUM (₹2,638 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.67% (bottom quartile).
  • 3Y return: 18.26% (lower mid).
  • 1Y return: 2.95% (bottom quartile).
  • Alpha: -2.15 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: 0.09 (lower mid).

SBI Focused Equity Fund

  • Highest AUM (₹40,824 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 17.02% (bottom quartile).
  • 3Y return: 17.05% (bottom quartile).
  • 1Y return: 12.11% (upper mid).
  • Alpha: 5.61 (top quartile).
  • Sharpe: 0.47 (upper mid).
  • Information ratio: 0.01 (bottom quartile).

Sundaram Select Focus Fund

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

ایس آئی پی کے لیے بہترین ویلیو فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Value Discovery Fund Growth ₹496.81
↓ -3.05 		₹57,935 100 6.36.69.220.923.820
Nippon India Value Fund Growth ₹229.171
↑ 0.81 		₹9,173 100 2.51.3-0.620.52222.3
JM Value Fund Growth ₹94.6845
↑ 0.72 		₹1,012 500 -2.4-4.7-9.519.620.625.1
Aditya Birla Sun Life Pure Value Fund Growth ₹127.496
↑ 1.26 		₹6,304 1,000 5.50.6-3.319.219.318.5
Tata Equity PE Fund Growth ₹356.415
↑ 0.20 		₹8,882 150 4.21.5-1.918.518.621.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Dec 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Value Discovery FundNippon India Value FundJM Value FundAditya Birla Sun Life Pure Value FundTata Equity PE Fund
Point 1Highest AUM (₹57,935 Cr).Upper mid AUM (₹9,173 Cr).Bottom quartile AUM (₹1,012 Cr).Bottom quartile AUM (₹6,304 Cr).Lower mid AUM (₹8,882 Cr).
Point 2Established history (21+ yrs).Established history (20+ yrs).Oldest track record among peers (28 yrs).Established history (17+ yrs).Established history (21+ yrs).
Point 3Rating: 2★ (bottom quartile).Not Rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 23.78% (top quartile).5Y return: 22.04% (upper mid).5Y return: 20.61% (lower mid).5Y return: 19.30% (bottom quartile).5Y return: 18.64% (bottom quartile).
Point 63Y return: 20.89% (top quartile).3Y return: 20.48% (upper mid).3Y return: 19.61% (lower mid).3Y return: 19.16% (bottom quartile).3Y return: 18.47% (bottom quartile).
Point 71Y return: 9.22% (top quartile).1Y return: -0.64% (upper mid).1Y return: -9.51% (bottom quartile).1Y return: -3.27% (bottom quartile).1Y return: -1.85% (lower mid).
Point 8Alpha: 1.53 (top quartile).Alpha: -1.68 (upper mid).Alpha: -9.82 (bottom quartile).Alpha: -6.31 (bottom quartile).Alpha: -5.82 (lower mid).
Point 9Sharpe: 0.16 (top quartile).Sharpe: -0.10 (upper mid).Sharpe: -0.57 (bottom quartile).Sharpe: -0.31 (lower mid).Sharpe: -0.35 (bottom quartile).
Point 10Information ratio: 0.97 (upper mid).Information ratio: 1.59 (top quartile).Information ratio: 0.85 (lower mid).Information ratio: 0.58 (bottom quartile).Information ratio: 0.81 (bottom quartile).

ICICI Prudential Value Discovery Fund

  • Highest AUM (₹57,935 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.78% (top quartile).
  • 3Y return: 20.89% (top quartile).
  • 1Y return: 9.22% (top quartile).
  • Alpha: 1.53 (top quartile).
  • Sharpe: 0.16 (top quartile).
  • Information ratio: 0.97 (upper mid).

Nippon India Value Fund

  • Upper mid AUM (₹9,173 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 22.04% (upper mid).
  • 3Y return: 20.48% (upper mid).
  • 1Y return: -0.64% (upper mid).
  • Alpha: -1.68 (upper mid).
  • Sharpe: -0.10 (upper mid).
  • Information ratio: 1.59 (top quartile).

JM Value Fund

  • Bottom quartile AUM (₹1,012 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 20.61% (lower mid).
  • 3Y return: 19.61% (lower mid).
  • 1Y return: -9.51% (bottom quartile).
  • Alpha: -9.82 (bottom quartile).
  • Sharpe: -0.57 (bottom quartile).
  • Information ratio: 0.85 (lower mid).

Aditya Birla Sun Life Pure Value Fund

  • Bottom quartile AUM (₹6,304 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.30% (bottom quartile).
  • 3Y return: 19.16% (bottom quartile).
  • 1Y return: -3.27% (bottom quartile).
  • Alpha: -6.31 (bottom quartile).
  • Sharpe: -0.31 (lower mid).
  • Information ratio: 0.58 (bottom quartile).

Tata Equity PE Fund

  • Lower mid AUM (₹8,882 Cr).
  • Established history (21+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.64% (bottom quartile).
  • 3Y return: 18.47% (bottom quartile).
  • 1Y return: -1.85% (lower mid).
  • Alpha: -5.82 (lower mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: 0.81 (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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