Table of Contents
- एकमुश्त निवेश के लाभ
- 2022 के लिए सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त फंड
- एकमुश्त कैलकुलेटर
Top 5 Equity - Large Cap Funds
म्यूचुअल फंड में एकमुश्त निवेश के लाभ
एकमुश्त निवेश संदर्भित करता हैनिवेश म्युचुअल फंड योजना में काफी राशि। एकमुश्त निवेश में, पैसा एकमुश्त डाउन पेमेंट के रूप में जमा किया जाता है। जिन व्यक्तियों के पास बड़ी राशि है, वे म्यूचुअल फंड में एक महत्वपूर्ण अनुपात जमा कर सकते हैं। निवेश का एकमुश्त तरीका सिस्टमेटिक के विपरीत हैनिवेश योजना यासिप तरीका। कोई एकमुश्त राशि या तो निश्चित में निवेश कर सकता हैआय याइक्विटी फ़ंड उनकी जोखिम-भूख, निवेश अवधि और निवेश के उद्देश्य के आधार पर। हालांकि अधिकांश व्यक्ति पसंद करते हैंम्यूचुअल फंड में निवेश SIP के माध्यम से अभी तक, एकमुश्त निवेश के कुछ फायदे हैं। तो, आइए एकमुश्त निवेश के लाभों को समझते हैंम्यूचुअल फंड्स.
एकमुश्त निवेश के लाभ
म्यूचुअल फंड में एकमुश्त निवेश के कुछ लाभ इस प्रकार हैं:
बड़ी राशि का निवेश
एकमुश्त मोड के विकल्प के द्वारा, व्यक्ति म्यूचुअल फंड में काफी राशि का निवेश कर सकते हैं। परिणामस्वरूप, जबमंडी एक विकास अवधि को दर्शाता है, तो निवेश मूल्य भी के मूल्य की तुलना में काफी हद तक बढ़ जाता हैएसआईपी निवेश.
लंबी अवधि के कार्यकाल के लिए आदर्श
एकमुश्त निवेश उन व्यक्तियों के लिए उपयुक्त है जो लंबी अवधि के माध्यम से निवेश करना पसंद करते हैं। एकमुश्त निवेश के मामले में लंबी अवधि के निवेश पर 10 साल या उससे अधिक की अनुमानित निवेश अवधि के लिए विचार किया जा सकता है। हालांकि, में एकमुश्त निवेश के लिएडेट फंड, व्यक्ति मध्यम अवधि के कार्यकाल के लिए निवेश करना भी चुन सकते हैं।
सुविधा
एकमुश्त मोड आम तौर पर व्यक्तियों के लिए सुविधाजनक होता है क्योंकि जिन लोगों के पास बड़ी राशि होती है वे अपना निवेश फैला सकते हैं। हालांकि, यदि निवेश एसआईपी मोड के माध्यम से किया जाता है तो उन्हें सावधान रहना होगा कि राशि नियमित अंतराल पर निवेश की जाती है।
समय के लिए निवेश करें
जब भी निवेशक लंबी अवधि के निवेश के लिए चुनते हैं, तो उन्हें हमेशा बाजार का समय देखना चाहिए। व्यक्तियों को आम तौर पर निवेश करना चाहिए जब बाजार पहले से ही मंदी में हो और विकास क्षमता दिखा रहा हो। इस स्थिति में, व्यक्ति एसआईपी मोड की तुलना में एकमुश्त मोड के माध्यम से अधिक रिटर्न अर्जित कर सकते हैं। हालांकि, अगर एकमुश्त निवेश तब किया जाता है जब बाजार पहले ही चरम पर पहुंच गया हो, उस स्थिति में, व्यक्तियों को नुकसान हो सकता है।
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2022 के लिए सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त फंड
चूंकि एकमुश्त निवेश लंबी अवधि के लिए किया जाता है, परिणामस्वरूप, हम विशेष रूप से इक्विटी श्रेणी में निवेश करना चुन सकते हैंलार्ज कैप फंड. तो, आइए कुछ बेहतरीन प्रदर्शन करने वाली लार्ज-कैप म्यूचुअल फंड योजनाओं को देखें जिन्हें एकमुश्त मोड के माध्यम से लंबी अवधि के निवेश के लिए चुना जा सकता है।
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹80.9968
↑ 0.45 ₹35,667 5,000 -4.5 -7.7 6.6 17.6 18 18.2 JM Core 11 Fund Growth ₹17.867
↑ 0.09 ₹228 5,000 -9.5 -14.2 0.7 15.7 12.8 24.3 DSP BlackRock TOP 100 Equity Growth ₹434.901
↑ 1.94 ₹4,600 1,000 -3.2 -4.2 12.8 15.6 13.7 20.5 HDFC Top 100 Fund Growth ₹1,053.67
↑ 2.68 ₹35,673 5,000 -3.2 -7.9 4.1 15.4 16.8 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 एकमुश्त ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.
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 (Erstwhile Reliance Top 200 Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a Below is the key information for JM Core 11 Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock TOP 100 Equity Returns up to 1 year are on (Erstwhile HDFC Top 200) To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index.
Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market
capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation. HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Top 100 Fund Returns up to 1 year are on 1. 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,380 31 Jan 22 ₹15,236 31 Jan 23 ₹15,306 Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 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 2. Nippon India Large Cap Fund
CAGR/Annualized return of 12.7% since its launch. Ranked 20 in Large Cap category. Return for 2024 was 18.2% , 2023 was 32.1% and 2022 was 11.3% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (19 Feb 25) ₹80.9968 ↑ 0.45 (0.56 %) Net Assets (Cr) ₹35,667 on 31 Jan 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.55 Information Ratio 1.58 Alpha Ratio 2.3 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,517 31 Jan 22 ₹14,304 31 Jan 23 ₹15,366 31 Jan 24 ₹20,939 31 Jan 25 ₹23,647 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -3.7% 3 Month -4.5% 6 Month -7.7% 1 Year 6.6% 3 Year 17.6% 5 Year 18% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.2% 2022 32.1% 2021 11.3% 2020 32.4% 2019 4.9% 2018 7.3% 2017 -0.2% 2016 38.4% 2015 2.2% 2014 1.1% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 17.5 Yr. Kinjal Desai 25 May 18 6.7 Yr. Bhavik Dave 19 Aug 24 0.45 Yr. Data below for Nippon India Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 34.56% Consumer Cyclical 12.22% Industrials 10.27% Technology 10.02% Consumer Defensive 9.73% Energy 5.77% Utility 5.39% Health Care 4.95% Basic Materials 4.33% Communication Services 0.91% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹3,358 Cr 18,940,367 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹2,179 Cr 17,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE5% ₹1,867 Cr 15,362,137
↑ 500,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC5% ₹1,826 Cr 37,750,240 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY4% ₹1,598 Cr 8,500,084 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹1,367 Cr 17,200,644 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,299 Cr 3,600,529 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹1,202 Cr 1,761,612
↑ 162,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322153% ₹1,171 Cr 11,000,080 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 5222753% ₹1,044 Cr 5,031,469 3. JM Core 11 Fund
CAGR/Annualized return of 3.5% since its launch. Ranked 18 in Large Cap category. Return for 2024 was 24.3% , 2023 was 32.9% and 2022 was 7.1% . JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (19 Feb 25) ₹17.867 ↑ 0.09 (0.50 %) Net Assets (Cr) ₹228 on 31 Jan 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.3 Information Ratio 0.59 Alpha Ratio 1 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,048 31 Jan 22 ₹12,329 31 Jan 23 ₹12,604 31 Jan 24 ₹18,198 31 Jan 25 ₹20,109 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -7.3% 3 Month -9.5% 6 Month -14.2% 1 Year 0.7% 3 Year 15.7% 5 Year 12.8% 10 Year 15 Year Since launch 3.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.3% 2022 32.9% 2021 7.1% 2020 16.3% 2019 6.3% 2018 10.6% 2017 -5% 2016 43.1% 2015 11.1% 2014 -2.4% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.33 Yr. Asit Bhandarkar 25 Feb 09 15.94 Yr. Chaitanya Choksi 18 Jul 14 10.55 Yr. Ruchi Fozdar 4 Oct 24 0.33 Yr. Data below for JM Core 11 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 24.87% Consumer Cyclical 20.62% Industrials 17.7% Technology 9.13% Health Care 7.87% Basic Materials 4.96% Communication Services 3.15% Consumer Defensive 2.82% Energy 2.12% Asset Allocation
Asset Class Value Cash 6.75% Equity 93.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER7% ₹15 Cr 20,798
↑ 6,798 Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY6% ₹14 Cr 76,110
↑ 20,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK5% ₹12 Cr 92,676
↓ -25,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK5% ₹12 Cr 66,000 Canara Bank (Financial Services)
Equity, Since 30 Sep 24 | 5324834% ₹10 Cr 1,015,000
↑ 25,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | TITAN4% ₹9 Cr 28,600
↑ 9,600 REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5329554% ₹9 Cr 178,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5433904% ₹9 Cr 42,218 ABB India Ltd (Industrials)
Equity, Since 31 Oct 24 | ABB4% ₹9 Cr 12,700 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 24 | BEL3% ₹8 Cr 265,683 4. DSP BlackRock TOP 100 Equity
CAGR/Annualized return of 18.8% since its launch. Ranked 60 in Large Cap category. Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% . DSP BlackRock TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (19 Feb 25) ₹434.901 ↑ 1.94 (0.45 %) Net Assets (Cr) ₹4,600 on 31 Jan 25 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 0.91 Information Ratio 0.53 Alpha Ratio 6.66 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,627 31 Jan 22 ₹12,756 31 Jan 23 ₹12,933 31 Jan 24 ₹16,662 31 Jan 25 ₹19,678 Returns for DSP BlackRock TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -1.1% 3 Month -3.2% 6 Month -4.2% 1 Year 12.8% 3 Year 15.6% 5 Year 13.7% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.5% 2022 26.6% 2021 1.4% 2020 19.5% 2019 7.5% 2018 14.8% 2017 -2.7% 2016 26.5% 2015 4.9% 2014 -2.3% Fund Manager information for DSP BlackRock TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 2.67 Yr. Data below for DSP BlackRock TOP 100 Equity as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 43.78% Consumer Cyclical 14.18% Health Care 10.3% Technology 6.96% Consumer Defensive 5.67% Utility 3.29% Basic Materials 2.73% Energy 2.38% Communication Services 1.33% Industrials 0.66% Asset Allocation
Asset Class Value Cash 8.73% Equity 91.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK10% ₹434 Cr 2,446,354 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK9% ₹426 Cr 3,325,610
↓ -73,895 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M6% ₹260 Cr 863,416 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹255 Cr 5,282,635 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5000345% ₹234 Cr 343,431 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000874% ₹190 Cr 1,244,766
↑ 348,441 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322154% ₹189 Cr 1,770,802 State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN4% ₹188 Cr 2,369,151 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹170 Cr 1,224,579
↑ 81,838 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK4% ₹159 Cr 889,249 5. HDFC Top 100 Fund
CAGR/Annualized return of 18.7% since its launch. Ranked 43 in Large Cap category. Return for 2024 was 11.6% , 2023 was 30% and 2022 was 10.6% . HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (19 Feb 25) ₹1,053.67 ↑ 2.68 (0.25 %) Net Assets (Cr) ₹35,673 on 31 Jan 25 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.16 Information Ratio 1.11 Alpha Ratio -1.69 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,883 31 Jan 22 ₹14,334 31 Jan 23 ₹15,279 31 Jan 24 ₹20,460 31 Jan 25 ₹22,153 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -1.6% 3 Month -3.2% 6 Month -7.9% 1 Year 4.1% 3 Year 15.4% 5 Year 16.8% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 11.6% 2022 30% 2021 10.6% 2020 28.5% 2019 5.9% 2018 7.7% 2017 0.1% 2016 32% 2015 8.5% 2014 -6.1% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Rahul Baijal 29 Jul 22 2.51 Yr. Dhruv Muchhal 22 Jun 23 1.62 Yr. Data below for HDFC Top 100 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 32.09% Consumer Cyclical 11.99% Technology 8.53% Consumer Defensive 8.02% Health Care 7.37% Industrials 7.37% Energy 6.88% Communication Services 5.26% Utility 5.07% Basic Materials 3.33% Real Estate 0.69% Asset Allocation
Asset Class Value Cash 3.39% Equity 96.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹3,568 Cr 20,126,319 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK9% ₹3,382 Cr 26,390,474
↓ -1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT6% ₹2,018 Cr 5,593,954
↓ -229,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹1,893 Cr 11,921,785 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325555% ₹1,822 Cr 54,669,743 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY5% ₹1,627 Cr 8,655,728
↓ -1,023,920 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322154% ₹1,588 Cr 14,918,255 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹1,533 Cr 31,691,145 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK4% ₹1,311 Cr 7,341,626 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE3% ₹1,167 Cr 9,601,236
एकमुश्त कैलकुलेटर
एकमुश्त कैलकुलेटर एक ऐसा उपकरण है जो व्यक्तियों को यह समझने में मदद करता है कि उनका मूल्य कितना होगाम्यूचुअल फंड में एकमुश्त निवेश निवेश अवधि के अंत में। कैलकुलेटर में फीड किए जाने वाले इनपुट डेटा में एकमुश्त निवेश की अवधि, एकमुश्त निवेश की राशि, इक्विटी बाजारों में अपेक्षित दीर्घकालिक विकास दर, अपेक्षित दीर्घकालिक शामिल हैं।मुद्रास्फीति भाव। तो, आइए एकमुश्त कैलकुलेटर का उपयोग करने की अवधारणा को समझते हैं।
एकमुश्त निवेश: INR 35,000
निवेश अवधि: 20 साल
दीर्घकालिक विकास दर (लगभग): 15%
दीर्घकालिक मुद्रास्फीति दर (लगभग): 4%
एकमुश्त कैलकुलेटर के अनुसार अपेक्षित रिटर्न: INR 2,82,181
निवेश पर शुद्ध लाभ: INR 2,47,181
इस प्रकार, उपरोक्त गणना से पता चलता है कि आपके निवेश पर निवेश पर शुद्ध लाभ INR 2,47,181 है जबकि आपके निवेश का कुल मूल्य INR 2,82,181 है.
इस प्रकार, उपरोक्त बिंदुओं से, यह कहा जा सकता है कि निवेश के एकमुश्त तरीके के भी अपने फायदे हैं। हालांकि, व्यक्तियों को निवेश का एकमुश्त तरीका चुनते समय सतर्क रहना चाहिए। उन्हें यह जांचना चाहिए कि ऐसी विधा उनके लिए उपयुक्त है या नहीं। यदि व्यक्ति एकमुश्त मोड के साथ बहुत सहज नहीं हैं, तो वे एसटीपी या . के लिए चुन सकते हैंव्यवस्थित स्थानांतरण योजना जिसमें वे पहले एकमुश्त राशि का निवेश करते हैं aलिक्विड फंड और फिर इसे नियमित अंतराल पर व्यवस्थित रूप से इक्विटी फंड में ट्रांसफर करें।
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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