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ફિન્કેશ »મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટર

મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટર

Updated on November 18, 2024 , 43715 views

મ્યુચ્યુઅલ ફંડ શું છે?

મ્યુચ્યુઅલ ફંડ એ વ્યવસાયિક રીતે સંચાલિત રોકાણ યોજના છે. તે એસેટ મેનેજમેન્ટ કંપની દ્વારા ચલાવવામાં આવે છે (AMC) જે રિટેલ રોકાણકારો માટે મધ્યસ્થી તરીકે કામ કરે છે. AMC મોટી સંખ્યામાં રોકાણકારો પાસેથી નાણાં એકત્રિત કરે છે અને તેને ઇક્વિટી શેર્સમાં રોકાણ કરે છે,બોન્ડ,મની માર્કેટ સાધનો અને અન્ય પ્રકારની સિક્યોરિટીઝ. મ્યુચ્યુઅલ ફંડ ખરીદવું એ મોટા પિઝાની નાની સ્લાઈસ ખરીદવા જેવું છે. દરેકરોકાણકાર, બદલામાં, ફંડમાં તેની રોકાણ કરેલી રકમના પ્રમાણમાં ચોક્કસ સંખ્યામાં એકમો સોંપવામાં આવે છે. રોકાણકારને યુનિટ ધારક તરીકે ઓળખવામાં આવે છે. યુનિટ ધારક નફો, નુકસાન,આવક અને ફંડમાં તેના રોકાણના પ્રમાણમાં ફંડનો ખર્ચ.

મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટર શું છે?

મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટર અમને અમારા વ્યાજના વળતરની ગણતરી કરવામાં મદદ કરે છેSIP નીચે ફિન્કેશ મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટરની મદદથી રોકાણ અથવા એકસાથે રોકાણ.

મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટર કેવી રીતે કામ કરે છે?

શું તમારી મ્યુચ્યુઅલ ફંડ સ્કીમ તમારી અપેક્ષા પ્રમાણે વળતર જનરેટ કરી રહી છે? શું તમે વિચારી રહ્યા છો કે SIP ની કેટલી રકમ તમને વ્યક્તિગત ધ્યેય સિદ્ધ કરવામાં મદદ કરશે? અમારા મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટરનો ઉપયોગ કરીને તમારા જવાબો મેળવો! મ્યુચ્યુઅલ ફંડ કેલ્ક્યુલેટર તમારા રોકાણની ક્ષિતિજ અનુસાર ફંડ રિટર્નની ગણતરી કરીને પરિપક્વતા પર તમને રોકાણ મૂલ્ય આપશે. તમે કેલ્ક્યુલેટરના ચલોને સમાયોજિત કરી શકો છો જેમ કે એસઆઈપી/લમ્પ સમ, રોકાણની રકમ, એસઆઈપીની આવર્તન, વળતરનો અપેક્ષિત દર અને એસઆઈપીનો સમયગાળો

રોકાણની પ્રકૃતિ ( SIP / Lumpsum )

ત્યાં મૂળભૂત રીતે બે માર્ગો છેરોકાણ તમારા મનપસંદમાં પૈસામ્યુચ્યુઅલ ફંડ. તમે SIP અથવા લમ્પ સમ રૂટ દ્વારા જઈ શકો છો

1. એકસાથે રોકાણ

એક સામટી રકમ હેઠળ, તમે તમારા ફંડનો એક મોટો હિસ્સો તમારી પસંદગીની મ્યુચ્યુઅલ ફંડ સ્કીમમાં રોકાણ કરો છો. તે સામાન્ય રીતે ત્યારે થાય છે જ્યારે તમને કોઈ સંપત્તિના વેચાણથી જંગી ભંડોળ પ્રાપ્ત થાય છે અથવાનિવૃત્તિ લાભો. પરંતુ એકસાથે રોકાણ કરવામાં વધુ જોખમ શામેલ છે. તેથી જ હંમેશા SIP રૂટ દ્વારા જવાની ભલામણ કરવામાં આવે છે

2. સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન (SIP)

SIP હેઠળ, તમે સૂચના આપોબેંક કપાત કરવા માટે? તમારી પાસેથી નિશ્ચિત રકમબચત ખાતું દર મહિને અને તે મ્યુચ્યુઅલ ફંડ યોજનામાં રોકાણ કરો. આ રીતે, તમે પ્રવેશવાના યોગ્ય સમયની ચિંતા કર્યા વિના સતત એકમો ખરીદી શકો છોબજાર. તમને રૂપિયાની સરેરાશ કિંમતનો લાભ મળે છે અને તેનો આનંદ માણોસંયોજન શક્તિ

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કેલ્ક્યુલેટરના પ્રકાર

લમ્પસમ કેલ્ક્યુલેટર

Know Your Lumpsum Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%

₹566,709 one time (Lumpsum)  for 10 Years
to achieve ₹2,500,000
Invest Now

SIP કેલ્ક્યુલેટર

Know Your SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹1,200,000
expected amount after 10 Years is ₹2,775,293.
Net Profit of ₹1,575,293
Invest Now

2022 માટે ટોચના ભંડોળ

*1 વર્ષની કામગીરીના આધારે શ્રેષ્ઠ ભંડોળ.

1. LIC MF Infrastructure Fund

The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector.

LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 10% since its launch.  Return for 2023 was 44.4% , 2022 was 7.9% and 2021 was 46.6% .

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (19 Nov 24) ₹49.1207 ↑ 0.72   (1.49 %)
Net Assets (Cr) ₹786 on 31 Oct 24
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio 2.93
Information Ratio 1.03
Alpha Ratio 26.1
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,857
31 Oct 21₹15,041
31 Oct 22₹16,473
31 Oct 23₹20,435
31 Oct 24₹34,608

LIC MF Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -5.1%
3 Month -4.6%
6 Month 10%
1 Year 56.9%
3 Year 29.9%
5 Year 27.1%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.4%
2022 7.9%
2021 46.6%
2020 -0.1%
2019 13.3%
2018 -14.6%
2017 42.2%
2016 -2.2%
2015 -6.2%
2014 49.6%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Yogesh Patil18 Sep 204.12 Yr.
Mahesh Bendre1 Jul 240.34 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials52.08%
Basic Materials11.24%
Utility7.02%
Consumer Cyclical6.98%
Financial Services6.04%
Technology2.96%
Real Estate2.5%
Communication Services2.16%
Health Care1.79%
Energy1.13%
Asset Allocation
Asset ClassValue
Cash5.23%
Equity94.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
4%₹35 Cr86,410
↑ 7,043
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹29 Cr65,192
↑ 702
Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER
3%₹26 Cr328,026
↑ 3,536
Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 500480
3%₹23 Cr66,145
↑ 713
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
3%₹23 Cr432,722
↑ 149,844
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL
3%₹22 Cr47,325
↑ 3,206
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 522275
3%₹21 Cr120,063
↓ -7,340
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
3%₹21 Cr473,536
↑ 66,616
ISGEC Heavy Engineering Ltd (Industrials)
Equity, Since 31 Jul 24 | 533033
3%₹20 Cr149,711
↑ 1,614
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 24 | 500103
3%₹20 Cr838,269
↑ 239,812

2. SBI PSU Fund

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 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% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (19 Nov 24) ₹30.661 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹4,471 on 31 Oct 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 1.96
Information Ratio -0.44
Alpha Ratio -0.34
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹7,320
31 Oct 21₹11,991
31 Oct 22₹14,035
31 Oct 23₹17,801
31 Oct 24₹29,315

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -6.9%
3 Month -9.6%
6 Month -3.4%
1 Year 49.8%
3 Year 33%
5 Year 23.5%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Shimpi1 Jun 240.42 Yr.

Data below for SBI PSU Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services36.78%
Utility23.95%
Energy17.87%
Industrials10.89%
Basic Materials7.16%
Asset Allocation
Asset ClassValue
Cash3.36%
Equity96.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
15%₹679 Cr8,277,500
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
9%₹404 Cr12,585,554
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
8%₹367 Cr18,350,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
8%₹341 Cr11,975,000
↑ 1,600,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
6%₹277 Cr8,900,000
↑ 700,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
5%₹222 Cr5,443,244
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371
5%₹206 Cr9,300,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
4%₹196 Cr7,800,000
Petronet LNG Ltd (Energy)
Equity, Since 30 Jun 24 | 532522
3%₹137 Cr4,100,000
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE
3%₹133 Cr3,600,000

3. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.1% since its launch.  Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (19 Nov 24) ₹51.3947 ↑ 0.75   (1.48 %)
Net Assets (Cr) ₹4,074 on 31 Oct 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 3.58
Information Ratio 1.56
Alpha Ratio 22.87
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,099
31 Oct 21₹14,648
31 Oct 22₹14,723
31 Oct 23₹17,301
31 Oct 24₹28,444

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -6.1%
3 Month 0.6%
6 Month 14.6%
1 Year 49.6%
3 Year 23.2%
5 Year 22.7%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 230.89 Yr.
Niket Shah17 Oct 231.04 Yr.
Santosh Singh1 Oct 240.08 Yr.
Rakesh Shetty22 Nov 221.94 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials32.36%
Consumer Cyclical25.26%
Financial Services17.45%
Technology7.49%
Real Estate6.96%
Health Care5.64%
Basic Materials4.32%
Asset Allocation
Asset ClassValue
Cash0.53%
Equity99.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
7%₹303 Cr425,260
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
6%₹259 Cr10,702,790
↓ -1,075,547
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL
5%₹217 Cr3,296,932
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND
4%₹178 Cr7,946,960
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹176 Cr408,886
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹173 Cr1,055,205
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹162 Cr297,751
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹161 Cr24,068,813
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
4%₹153 Cr235,083
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹149 Cr148,305

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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