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5 सर्वश्रेष्ठ बड़ौदा एमएफ एसआईपी योजनाएं 2022
व्यवस्थितनिवेश योजना यासिप की एक विधि हैनिवेश एक निश्चित समय पर नियमित रूप से एक निश्चित राशि। यह सबसे लचीली और आसान निवेश योजना है। आपका पैसा आपसे स्वतः डेबिट हो जाता हैबैंक खाते और योजना में निवेश किया जाता है। SIP की निवेश शैली के कारण, निवेशकों को समय की आवश्यकता नहीं हैमंडी.
बड़ौदाम्यूचुअल फंड, भारत के प्रमुखों में से एक होने के नातेएएमसी, निवेशक हमेशा कंपनी द्वारा पेश किए गए एसआईपी फंड को पसंद करते हैं। आप केवल INR 500 से SIP में निवेश शुरू कर सकते हैं। a . के अन्य लाभों में से एकएसआईपी निवेश क्या आप अपनी योजना बना सकते हैं और उसे पूरा कर सकते हैंवित्तीय लक्ष्यों.
शादी जैसे लक्ष्य,सेवानिवृत्ति योजनाघर/वाहन आदि की खरीद सुनियोजित तरीके से की जा सकती है और एसआईपी के जरिए समय पर हासिल की जा सकती है।
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बड़ौदा म्यूचुअल फंड एसआईपी में निवेश क्यों करें?
बड़ौदा एसआईपी कंपनी द्वारा दी जाने वाली सबसे लोकप्रिय म्यूचुअल फंड योजनाओं में से एक है। एक एसआईपी एक की तरह हैआवर्ती जमा. प्रत्येक महीने एक विशिष्ट तिथि पर आपके द्वारा चुनी गई एक निश्चित राशि आपकी पसंद की म्यूचुअल फंड योजना में निवेश की जाती है। एसआईपी निवेश के लिए उपलब्ध तारीखें कंपनी की वेबसाइट पर दी गई हैं। कई हैंनिवेश के लाभ बड़ौदा एमएफ एसआईपी के माध्यम से। उनमें से कुछ में शामिल हैं:
- अनुशासित निवेश की आदत
- अपने वित्तीय लक्ष्य को प्राप्त करना
- रुपये की औसत लागत का फायदा उठाते हुए
- समय की अवधि में निवेश की वृद्धि जो अधिक रिटर्न उत्पन्न करती है
- केवल INR 500 मासिक का न्यूनतम SIP निवेश
सर्वश्रेष्ठ बड़ौदा एसआईपी फंड निम्नलिखित हैं (इक्विटी फ़ंड) वर्ष 2022 - 2023 के लिए। इन फंडों को एयूएम जैसे कुछ मापदंडों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, सहकर्मी औसत रिटर्न, पिछले प्रदर्शन, आदि।
बेस्ट बड़ौदा इक्विटी एसआईपी फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15 ₹97 500 -8.1 0.1 26.2 22.5 15.9 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 500 -6.1 -3.5 17.6 16.7 11.6 Baroda Pioneer Multi Cap Fund Growth ₹280.694
↑ 2.22 ₹2,739 500 -1 7.6 34.1 16.6 23.1 30.8 Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03 ₹51 500 -5.7 -7.3 5.9 13.8 10.5 Baroda Pioneer Banking And Financial Services Fund Growth ₹42.9867
↑ 0.19 ₹192 500 3.1 7.7 24.4 12.9 11.2 20.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22
The primary objective of the Scheme will be to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized. Baroda Pioneer Mid-Cap Fund is a Equity - Mid Cap fund was launched on 4 Oct 10. It is a fund with High risk and has given a Below is the key information for Baroda Pioneer Mid-Cap Fund Returns up to 1 year are on The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961. Baroda Pioneer ELSS 96 is a Equity - ELSS fund was launched on 2 Mar 15. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer ELSS 96 Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies. The Scheme may also invest in debt and
money market securities. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized. Baroda Pioneer Large Cap Fund is a Equity - Large Cap fund was launched on 22 Jun 10. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer Large Cap Fund Returns up to 1 year are on The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector. Baroda Pioneer Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 22 Jun 12. It is a fund with High risk and has given a Below is the key information for Baroda Pioneer Banking And Financial Services Fund Returns up to 1 year are on 1. Baroda Pioneer Mid-Cap Fund
CAGR/Annualized return of 4.5% since its launch. Ranked 42 in Mid Cap category. . Baroda Pioneer Mid-Cap Fund
Growth Launch Date 4 Oct 10 NAV (11 Mar 22) ₹16.5124 ↑ 0.15 (0.91 %) Net Assets (Cr) ₹97 on 31 Jan 22 Category Equity - Mid Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆ Risk High Expense Ratio 2.54 Sharpe Ratio 3.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹11,076 31 Oct 21 ₹19,592 Returns for Baroda Pioneer Mid-Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -3.8% 3 Month -8.1% 6 Month 0.1% 1 Year 26.2% 3 Year 22.5% 5 Year 15.9% 10 Year 15 Year Since launch 4.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Baroda Pioneer Mid-Cap Fund
Name Since Tenure Data below for Baroda Pioneer Mid-Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Baroda Pioneer ELSS 96
CAGR/Annualized return of 8.4% since its launch. . Baroda Pioneer ELSS 96
Growth Launch Date 2 Mar 15 NAV (11 Mar 22) ₹68.6676 ↑ 0.33 (0.48 %) Net Assets (Cr) ₹210 on 31 Jan 22 Category Equity - ELSS AMC Baroda Pioneer Asset Management Co. Ltd. Rating Risk Moderately High Expense Ratio 2.55 Sharpe Ratio 2.51 Information Ratio -0.09 Alpha Ratio 5.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,931 31 Oct 21 ₹16,353 Returns for Baroda Pioneer ELSS 96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -3.9% 3 Month -6.1% 6 Month -3.5% 1 Year 17.6% 3 Year 16.7% 5 Year 11.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Baroda Pioneer ELSS 96
Name Since Tenure Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (19 Nov 24) ₹280.694 ↑ 2.22 (0.80 %) Net Assets (Cr) ₹2,739 on 31 Oct 24 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 3.05 Information Ratio -0.05 Alpha Ratio 13.08 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,932 31 Oct 21 ₹17,459 31 Oct 22 ₹17,318 31 Oct 23 ₹19,446 31 Oct 24 ₹28,967 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -5.2% 3 Month -1% 6 Month 7.6% 1 Year 34.1% 3 Year 16.6% 5 Year 23.1% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% 2014 46.5% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.01 Yr. Sandeep Jain 14 Mar 22 2.64 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 22.5% Technology 15.61% Industrials 12.38% Consumer Cyclical 9.89% Health Care 8.26% Basic Materials 7.96% Consumer Defensive 7.5% Utility 3.62% Energy 3.46% Communication Services 2.9% Real Estate 1.5% Asset Allocation
Asset Class Value Cash 3.22% Equity 96.43% Debt 0.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹102 Cr 799,815 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹87 Cr 499,736 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹78 Cr 262,500 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5433203% ₹74 Cr 2,723,000 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD3% ₹72 Cr 379,226 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5002512% ₹68 Cr 90,000 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC2% ₹66 Cr 579,492 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹66 Cr 340,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹62 Cr 218,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5406112% ₹61 Cr 825,000
↑ 825,000 4. Baroda Pioneer Large Cap Fund
CAGR/Annualized return of 6.3% since its launch. Ranked 59 in Large Cap category. . Baroda Pioneer Large Cap Fund
Growth Launch Date 22 Jun 10 NAV (11 Mar 22) ₹20.532 ↑ 0.03 (0.13 %) Net Assets (Cr) ₹51 on 31 Jan 22 Category Equity - Large Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.59 Sharpe Ratio 1.53 Information Ratio -0.52 Alpha Ratio -3.15 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,755 31 Oct 21 ₹14,775 Returns for Baroda Pioneer Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -4.9% 3 Month -5.7% 6 Month -7.3% 1 Year 5.9% 3 Year 13.8% 5 Year 10.5% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Baroda Pioneer Large Cap Fund
Name Since Tenure Data below for Baroda Pioneer Large Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Baroda Pioneer Banking And Financial Services Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 32 in Sectoral category. Return for 2023 was 20.5% , 2022 was 15.7% and 2021 was 8% . Baroda Pioneer Banking And Financial Services Fund
Growth Launch Date 22 Jun 12 NAV (19 Nov 24) ₹42.9867 ↑ 0.19 (0.45 %) Net Assets (Cr) ₹192 on 31 Oct 24 Category Equity - Sectoral AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆ Risk High Expense Ratio 2.37 Sharpe Ratio 1.64 Information Ratio 0.64 Alpha Ratio 6.71 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,299 31 Oct 21 ₹12,675 31 Oct 22 ₹12,783 31 Oct 23 ₹13,695 31 Oct 24 ₹18,129 Returns for Baroda Pioneer Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22 Duration Returns 1 Month -3.6% 3 Month 3.1% 6 Month 7.7% 1 Year 24.4% 3 Year 12.9% 5 Year 11.2% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.5% 2022 15.7% 2021 8% 2020 -1% 2019 23.1% 2018 1.2% 2017 32.9% 2016 8.7% 2015 -11.8% 2014 59% Fund Manager information for Baroda Pioneer Banking And Financial Services Fund
Name Since Tenure Sandeep Jain 14 Mar 22 2.64 Yr. Arjun Bagga 21 Oct 24 0.03 Yr. Data below for Baroda Pioneer Banking And Financial Services Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 94.39% Technology 1.39% Asset Allocation
Asset Class Value Cash 2.04% Equity 97.6% Debt 0.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK19% ₹37 Cr 285,000
↑ 25,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK19% ₹37 Cr 210,450
↑ 27,500 State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | SBIN7% ₹14 Cr 171,500
↑ 10,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 5322156% ₹12 Cr 100,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK4% ₹7 Cr 38,900
↑ 11,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5329783% ₹7 Cr 37,500
↑ 12,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5000343% ₹5 Cr 7,476 Bajaj Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJAJHFL3% ₹5 Cr 374,965
↓ -374,964 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN3% ₹5 Cr 16,000
↓ -2,000 CRISIL Ltd (Financial Services)
Equity, Since 31 Jul 24 | CRISIL2% ₹5 Cr 8,500
↑ 2,500
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो आपका एसआईपी निवेश कैसे बढ़ेगा? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 वर्ष
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!
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