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લગ્ન એ જીવનની સૌથી વધુ રાહ જોવાતી ઘટનાઓમાંની એક છે અને દરેક માતાપિતા જેની રાહ જુએ છે. જો કે, લગ્નો દિવસે દિવસે ભવ્ય બની રહ્યા છે અને વધતા દર સાથેફુગાવો, તમે કરી શકો છોજમીન જો તમે તમારા ખર્ચની પૂર્વ-યોજના ન કરો તો ચુસ્ત સ્થાન પર. તેથી, લગ્ન આયોજન કેલ્ક્યુલેટર તમને મોટા દિવસ માટે અગાઉથી તમારા નાણાંનું આયોજન અને રોકાણ કરવામાં મદદ કરે છે.
કેલ્ક્યુલેટર તમને લગ્ન માટેના તમારા રોકાણમાંથી કેટલા વળતરની અપેક્ષા રાખી શકે તેનો અંદાજ આપે છે.
Know Your Monthly SIP Amount
કેલ્ક્યુલેટરનું કામ એકદમ સરળ છે. તમારે ફક્ત તમારા બાળકની ઉંમર, તેની/તેણીની લગ્નની અંદાજિત ઉંમર, લગ્ન માટે જરૂરી રકમ અને વ્યાજ દરની વિગતો દાખલ કરવાની છે. કેલ્ક્યુલેટર દાખલ કરેલ મૂલ્યોના આધારે ઝડપથી પરિણામો જનરેટ કરશે અને તમને ખ્યાલ આવશે કે તમારે લક્ષ્ય સુધી પહોંચવા માટે માસિક કેટલી બચત કરવાની જરૂર છે.
નોંધ / અસ્વીકરણ: 6% ના ફુગાવાનો દર ધારીને ગણતરીઓ જનરેટ કરવામાં આવે છે અને મૂલ્યો દૃષ્ટાંતરૂપ છે. ખર્ચવામાં આવેલ વાસ્તવિક ખર્ચ તમારા રોકાણના ભાવિ પ્રદર્શન પર નિર્ભર રહેશે અને તેને આધીન છેબજાર શરતો
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*3 વર્ષના પ્રદર્શન પર આધારિત શ્રેષ્ઠ ભંડોળ.
The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a Below is the key information for SBI PSU Fund Returns up to 1 year are on To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on 1. SBI PSU Fund
CAGR/Annualized
return of 8.1% since its launch. Ranked 31 in Sectoral
category. Return for 2023 was 54% , 2022 was 29% and 2021 was 32.4% . SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (24 Dec 24) ₹30.9128 ↓ -0.08 (-0.27 %) Net Assets (Cr) ₹4,686 on 30 Nov 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 2.3 Sharpe Ratio 1.63 Information Ratio -0.36 Alpha Ratio 0.68 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 ₹8,382 30 Nov 21 ₹11,639 30 Nov 22 ₹15,358 30 Nov 23 ₹20,094 30 Nov 24 ₹30,427 Returns for SBI PSU Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Dec 24 Duration Returns 1 Month -0.6% 3 Month -7.1% 6 Month -5.4% 1 Year 32% 3 Year 36.2% 5 Year 24.5% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% 2015 -11.1% 2014 41.5% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 0.5 Yr. Data below for SBI PSU Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 35.74% Utility 23.41% Energy 16.47% Industrials 11.12% Basic Materials 7.15% Asset Allocation
Asset Class Value Cash 6.1% Equity 93.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN15% ₹694 Cr 8,277,500 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID9% ₹415 Cr 12,585,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL9% ₹414 Cr 20,750,000
↑ 2,400,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL8% ₹369 Cr 11,975,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL6% ₹260 Cr 8,900,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC5% ₹214 Cr 9,300,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC4% ₹198 Cr 5,443,244 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA4% ₹192 Cr 7,800,000 General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | 5407553% ₹144 Cr 3,600,000 Petronet LNG Ltd (Energy)
Equity, Since 30 Jun 24 | PETRONET3% ₹137 Cr 4,100,000 2. Invesco India PSU Equity Fund
CAGR/Annualized
return of 12.7% since its launch. Ranked 33 in Sectoral
category. Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% . Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (24 Dec 24) ₹60.65 ↓ -0.20 (-0.33 %) Net Assets (Cr) ₹1,345 on 30 Nov 24 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio 1.74 Information Ratio -0.72 Alpha Ratio 4.57 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 ₹10,204 30 Nov 21 ₹13,808 30 Nov 22 ₹16,912 30 Nov 23 ₹22,358 30 Nov 24 ₹33,776 Returns for Invesco India PSU Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Dec 24 Duration Returns 1 Month 0.4% 3 Month -8.1% 6 Month -9.3% 1 Year 30.9% 3 Year 33.9% 5 Year 27.2% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% 2015 2.5% 2014 54.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Dhimant Kothari 19 May 20 4.54 Yr. Data below for Invesco India PSU Equity Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 31.27% Financial Services 26.03% Utility 21.36% Energy 14.34% Basic Materials 6.23% Asset Allocation
Asset Class Value Cash 0.76% Equity 99.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹124 Cr 4,338,255 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325559% ₹120 Cr 2,949,113 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹103 Cr 1,251,543
↓ -179,403 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005476% ₹86 Cr 2,775,528 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE6% ₹75 Cr 465,309 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003125% ₹65 Cr 2,429,688
↓ -524,004 BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 5000485% ₹62 Cr 152,998
↑ 28,181 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 5328985% ₹61 Cr 1,889,270 National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 5322344% ₹59 Cr 2,604,332 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL4% ₹56 Cr 130,981
↓ -12,047