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ટોચના 4 મોતીલાલ SIP મ્યુચ્યુઅલ ફંડ્સ 2022 - Fincash.com

ફિન્કેશ »મોતીલાલ ઓસ્વાલ મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ મોતીલાલ SIP ફંડ્સ

ટોચના 4 મોતીલાલ SIP મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on November 19, 2024 , 7892 views

SIP અથવા વ્યવસ્થિતરોકાણ યોજના માટે એક સરસ રીત છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો. મોતીલાલ દ્વારા ઓફર કરાયેલ SIP યોજનાઓમ્યુચ્યુઅલ ફંડ નિયમિત રીતે ચોક્કસ રકમ બચાવવાની એક સરસ રીત છેઆધાર જેમ કે સાપ્તાહિક/માસિક/ત્રિમાસિક. આ નિયમિત બચતને પ્રોત્સાહન આપે છે અને લાભો પણ આપે છેસંયોજન શક્તિ.

SIP પ્લાન સાથે તમે મજબૂત સંપત્તિ બનાવવા માટે લાંબા સમય સુધી સરળતાથી રોકાણ કરી શકો છો. કારણ કે, રકમ નિયમિત અંતરાલ પર રોકાણ કરવામાં આવે છે, તે અસરને પણ ઘટાડે છેબજાર અસ્થિરતા સાથે એSIP રોકાણ, રોકાણકારો તેમના વિવિધ ધ્યેયો જેવા કે નિવૃત્તિ, લગ્ન, મકાન/વાહન ખરીદવા અથવા તો ઉચ્ચ શિક્ષણ વગેરેની પણ યોજના બનાવી શકે છે.

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Motilal-SIP-Mutual-Funds

મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP માં શા માટે રોકાણ કરો?

  • મોતીલાલ MF સાથે સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન ધરાવવા માટે મોટી રકમની જરૂર નથીરોકાણ કારણ કે પ્રારંભિક રકમ રૂ. 500 જેટલી ઓછી છે.

  • મોતીલાલ SIP મ્યુચ્યુઅલ ફંડ નાની ઉંમરથી જ બચતની આદત બનાવવા માટે પ્રોત્સાહિત કરે છે

  • SIPમાં રોકાણ કરીને વ્યક્તિ તેમના લાંબા ગાળાની યોજના બનાવી શકે છેનાણાકીય લક્ષ્યો જેમ કે કાર/હાઉસ ખરીદવું, આંતરરાષ્ટ્રીય પ્રવાસ માટે બચત કરવી, બાળકના શિક્ષણ માટે બચત કરવી,નિવૃત્તિ આયોજન અથવા અન્ય કોઈપણ સંપત્તિ ખરીદવા માટે.

  • વ્યવસ્થિત રોકાણ યોજના લાંબા ગાળામાં ફેલાયેલી હોય છે તે જોતાં, વ્યક્તિ શેરબજારના તમામ સમયગાળા, ઉતાર-ચઢાવ અને વધુ મહત્ત્વની મંદીને પકડે છે. મંદીમાં, જ્યારે મોટાભાગના રોકાણકારોને ડર લાગે છે, ત્યારે રોકાણકારો "નીચી" ખરીદી કરે તેની ખાતરી કરવા SIP હપ્તાઓ ચાલુ રહે છે.

તેથી, આજે જ SIP શરૂ કરોઇક્વિટી ફંડ્સ આ ટોચના 4 શ્રેષ્ઠ મોતીલાલ SIP ફંડ્સમાં રોકાણ કરીને. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

ઇક્વિટી ફંડ્સમાં રોકાણ કરવા માટે શ્રેષ્ઠ મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹104.047
↓ -0.16
₹20,056 500 3.823.658.431.931.641.7
Motilal Oswal Long Term Equity Fund Growth ₹51.4909
↑ 0.10
₹4,074 500 0.714.749.923.322.837
Motilal Oswal Multicap 35 Fund Growth ₹59.2598
↓ -0.21
₹12,024 500 315.645.718.717.131
Motilal Oswal Focused 25 Fund  Growth ₹45.2627
↓ -0.28
₹1,925 500 -7.97.619.91013.818.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 24

1. Motilal Oswal Midcap 30 Fund 

(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 CAGR/Annualized return of 24.4% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (21 Nov 24) ₹104.047 ↓ -0.16   (-0.15 %)
Net Assets (Cr) ₹20,056 on 31 Oct 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 2.88
Information Ratio 1.19
Alpha Ratio 19.69
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₹9,551
31 Oct 21₹16,394
31 Oct 22₹19,861
31 Oct 23₹23,514
31 Oct 24₹39,059

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -1.4%
3 Month 3.8%
6 Month 23.6%
1 Year 58.4%
3 Year 31.9%
5 Year 31.6%
10 Year
15 Year
Since launch 24.4%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.08 Yr.
Niket Shah1 Jul 204.34 Yr.
Santosh Singh1 Oct 240.08 Yr.
Rakesh Shetty22 Nov 221.94 Yr.
Sunil Sawant1 Jul 240.34 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical28.84%
Technology25.23%
Industrials22.07%
Financial Services9.82%
Health Care5.2%
Basic Materials3.46%
Real Estate2.4%
Communication Services0.59%
Asset Allocation
Asset ClassValue
Cash2.4%
Equity97.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹1,982 Cr2,600,000
↑ 350,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
9%₹1,905 Cr28,983,719
↑ 3,583,719
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
9%₹1,863 Cr2,875,000
↑ 325,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹1,612 Cr3,000,000
↑ 300,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
8%₹1,612 Cr50,000,000
↑ 3,226,841
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532977
7%₹1,346 Cr1,367,958
↑ 1,367,958
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
6%₹1,210 Cr2,700,000
↑ 232,189
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
5%₹1,038 Cr3,805,755
↑ 3,805,755
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
4%₹825 Cr5,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹786 Cr32,500,000
↑ 7,500,000

2. 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 (21 Nov 24) ₹51.4909 ↑ 0.10   (0.19 %)
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 21 Nov 24

DurationReturns
1 Month -5.3%
3 Month 0.7%
6 Month 14.7%
1 Year 49.9%
3 Year 23.3%
5 Year 22.8%
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

3. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 5 in Multi Cap category.  Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (21 Nov 24) ₹59.2598 ↓ -0.21   (-0.36 %)
Net Assets (Cr) ₹12,024 on 31 Oct 24
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 2.69
Information Ratio 0.49
Alpha Ratio 14.05
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,454
31 Oct 21₹12,879
31 Oct 22₹12,784
31 Oct 23₹14,304
31 Oct 24₹21,891

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -3.2%
3 Month 3%
6 Month 15.6%
1 Year 45.7%
3 Year 18.7%
5 Year 17.1%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240.08 Yr.
Niket Shah1 Jul 222.34 Yr.
Santosh Singh1 Aug 231.25 Yr.
Rakesh Shetty22 Nov 221.94 Yr.
Atul Mehra1 Oct 240.08 Yr.
Sunil Sawant1 Jul 240.34 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical30.36%
Financial Services19.14%
Technology18.68%
Industrials18.29%
Communication Services9.04%
Health Care1.69%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
10%₹1,166 Cr1,800,000
↑ 400,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500251
10%₹1,158 Cr1,625,000
↑ 875,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
10%₹1,150 Cr17,500,000
↑ 136,819
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | JIOFIN
9%₹1,128 Cr35,000,000
↑ 3,028,653
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
9%₹1,067 Cr1,400,000
↑ 100,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
9%₹1,048 Cr1,950,000
↑ 75,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
6%₹709 Cr2,600,000
↑ 2,600,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
5%₹633 Cr26,178,026
↑ 7,678,026
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹603 Cr5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹573 Cr4,500,000
↑ 600,000

4. Motilal Oswal Focused 25 Fund 

(Erstwhile Motilal Oswal MOSt Focused 25 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Focused 25 Fund  is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 18.8% , 2022 was 2% and 2021 was 14.6% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (21 Nov 24) ₹45.2627 ↓ -0.28   (-0.62 %)
Net Assets (Cr) ₹1,925 on 31 Oct 24
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 1.33
Information Ratio -0.67
Alpha Ratio -3.51
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₹10,149
31 Oct 21₹14,260
31 Oct 22₹14,297
31 Oct 23₹15,120
31 Oct 24₹19,622

Motilal Oswal Focused 25 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Motilal Oswal Focused 25 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -6.4%
3 Month -7.9%
6 Month 7.6%
1 Year 19.9%
3 Year 10%
5 Year 13.8%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.8%
2022 2%
2021 14.6%
2020 17.3%
2019 17.1%
2018 -4.2%
2017 32.2%
2016 2.8%
2015 5.9%
2014 44.2%
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.08 Yr.
Santosh Singh1 Aug 231.25 Yr.
Rakesh Shetty22 Nov 221.95 Yr.
Atul Mehra1 Oct 240.08 Yr.
Sunil Sawant1 Jul 240.34 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services37.59%
Consumer Cyclical35.62%
Technology15.05%
Industrials8.36%
Basic Materials1.98%
Health Care1.31%
Asset Allocation
Asset ClassValue
Cash0.1%
Equity99.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ZFCVINDIA
10%₹197 Cr136,908
↑ 11,000
Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | RELIGARE
10%₹188 Cr7,630,883
↑ 112,288
FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543384
10%₹187 Cr10,307,099
↑ 739,377
L&T Technology Services Ltd (Technology)
Equity, Since 30 Apr 23 | LTTS
9%₹179 Cr361,491
↑ 105,000
Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543412
9%₹177 Cr3,518,128
↑ 125,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MOTHERSON
9%₹176 Cr9,736,042
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 500302
9%₹169 Cr1,595,694
↑ 224,734
Dreamfolks Services Ltd (Industrials)
Equity, Since 31 Oct 23 | DREAMFOLKS
6%₹114 Cr2,501,046
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
5%₹92 Cr1,207,917
↑ 300,000
Fino Payments Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543386
3%₹67 Cr1,753,880

SIP રોકાણ કેવી રીતે વધે છે?

જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરો તો તમારું SIP રોકાણ કેવી રીતે વધશે તે જાણવા માગો છો? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP માં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

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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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