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फिनकैश »जेएम फाइनेंशियल म्यूचुअल फंड »बेस्ट जेएम फाइनेंशियल एसआईपी फंड
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5 सर्वश्रेष्ठ जेएम वित्तीय एसआईपी फंड 2022
जेएम फाइनेंशियलसिप करने का एक कारगर तरीका हैम्युचुअल फंड में निवेश. SIP एक तरीका हैनिवेश एक निश्चित राशि, नियमित रूप सेआधार, मेंम्यूचुअल फंड योजना। यह नियमित बचत योजनाओं के समान है जैसे aआवर्ती जमा. यहां, आप एक निर्धारित अंतराल पर एक छोटी राशि का निवेश कर सकते हैं। SIP आपको दीर्घावधि हासिल करने में मदद करता हैवित्तीय लक्ष्यों मासिक निवेश की एक छोटी राशि के साथ भी। एकइन्वेस्टर मासिक / त्रैमासिक जैसे निवेश के आवधिक अंतराल के साथ INR 500 जितना कम निवेश कर सकते हैं। यह इतना आसान और किफायती है। जो निवेशक इक्विटी में निवेश करना चाहते हैं, सिस्टमैटिकनिवेश योजना के माध्यम से निवेश करने का एक आदर्श तरीका है। एसआईपी इक्विटी निवेश के नुकसान को संतुलित करता है।
जेएम फाइनेंशियल एसआईपी फंड में निवेश क्यों करें?
कुछ केएसआईपी के लाभ हैं:
- रुपया लागत औसत
- कंपाउंडिंग की शक्ति
- लंबी अवधि की बचत की आदत
- वहनीय और लचीला
- समय की आवश्यकता नहीं हैमंडी
निवेशक जो इच्छुक हैंSIP में निवेश करें, यहां निवेश करने के लिए सबसे अच्छे जेएम फाइनेंशियल एसआईपी फंड हैंइक्विटी फंड. इन फंडों को एयूएम, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न और अन्य सूचना अनुपात आदि जैसे विभिन्न मानकों को पूरा करके शॉर्टलिस्ट किया गया है।
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बेस्ट जेएम फाइनेंशियल एसआईपी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Multicap Fund Growth ₹90.3133
↓ -0.90 ₹5,255 500 -9 -15.8 5.9 21.1 20.3 33.3 JM Value Fund Growth ₹88.1237
↓ -0.81 ₹1,027 500 -9.7 -19 0.7 20.4 20.3 25.1 JM Tax Gain Fund Growth ₹43.6176
↓ -0.16 ₹180 500 -7.6 -14.6 8.2 16.3 17.9 29 JM Core 11 Fund Growth ₹17.9378
↓ -0.04 ₹228 500 -9 -14.7 2 16 13 24.3 JM Large Cap Fund Growth ₹139.847
↓ -1.08 ₹491 500 -7.8 -15.9 -1.9 13.4 15.5 15.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25
(Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on (Erstwhile JM Basic Fund) The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus. JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a Below is the key information for JM Value Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Tax Gain 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 (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. JM Multicap Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (21 Feb 25) ₹90.3133 ↓ -0.90 (-0.99 %) Net Assets (Cr) ₹5,255 on 31 Jan 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.67 Information Ratio 1.42 Alpha Ratio 7.28 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 ₹10,914 31 Jan 22 ₹14,789 31 Jan 23 ₹15,466 31 Jan 24 ₹23,307 31 Jan 25 ₹27,469 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -7% 3 Month -9% 6 Month -15.8% 1 Year 5.9% 3 Year 21.1% 5 Year 20.3% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.3% 2022 40% 2021 7.8% 2020 32.9% 2019 11.4% 2018 16.6% 2017 -5.4% 2016 39.5% 2015 10.5% 2014 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.45 Yr. Asit Bhandarkar 1 Oct 24 0.34 Yr. Chaitanya Choksi 31 Dec 21 3.09 Yr. Ruchi Fozdar 4 Oct 24 0.33 Yr. Data below for JM Multicap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 21.24% Consumer Cyclical 14.77% Health Care 12.02% Technology 11.7% Industrials 11.46% Basic Materials 8.76% Consumer Defensive 5.45% Utility 4.04% Communication Services 2.97% Energy 1.77% Asset Allocation
Asset Class Value Cash 4.21% Equity 95.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹309 Cr 1,745,500
↓ -283,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY5% ₹249 Cr 1,322,750
↑ 140,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹221 Cr 1,725,800
↓ -195,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹201 Cr 2,525,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹183 Cr 1,320,801
↑ 300,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC3% ₹174 Cr 3,606,000
↑ 1,150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹159 Cr 1,000,000
↓ -53,335 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327553% ₹148 Cr 869,300
↑ 68,000 Biocon Ltd (Healthcare)
Equity, Since 29 Feb 24 | BIOCON3% ₹147 Cr 4,020,318
↑ 720,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹132 Cr 366,022 2. JM Value Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 15 in Value category. Return for 2024 was 25.1% , 2023 was 47.7% and 2022 was 5.3% . JM Value Fund
Growth Launch Date 2 Jun 97 NAV (21 Feb 25) ₹88.1237 ↓ -0.81 (-0.92 %) Net Assets (Cr) ₹1,027 on 31 Jan 25 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.47 Sharpe Ratio 0.11 Information Ratio 1 Alpha Ratio -1.97 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 ₹10,992 31 Jan 22 ₹15,045 31 Jan 23 ₹15,806 31 Jan 24 ₹25,376 31 Jan 25 ₹27,315 Returns for JM Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -6.7% 3 Month -9.7% 6 Month -19% 1 Year 0.7% 3 Year 20.4% 5 Year 20.3% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.1% 2022 47.7% 2021 5.3% 2020 36.3% 2019 13.4% 2018 11.9% 2017 -11.2% 2016 44.6% 2015 12.1% 2014 3.5% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.45 Yr. Asit Bhandarkar 11 Dec 06 18.15 Yr. Chaitanya Choksi 1 Oct 24 0.33 Yr. Ruchi Fozdar 4 Oct 24 0.33 Yr. Data below for JM Value Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 24.69% Consumer Cyclical 21.32% Health Care 11.45% Technology 11.09% Industrials 9.02% Basic Materials 8.43% Utility 4.41% Communication Services 2.9% Energy 2.6% Real Estate 2.09% Consumer Defensive 1.42% Asset Allocation
Asset Class Value Cash 0.59% Equity 99.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY6% ₹63 Cr 334,105
↑ 70,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK6% ₹62 Cr 350,605
↓ -80,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 24 | DRREDDY4% ₹42 Cr 305,000
↑ 25,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹38 Cr 300,000
↓ -40,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 24 | 5076853% ₹30 Cr 1,000,000
↑ 300,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 23 | AMBER3% ₹28 Cr 38,121 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN3% ₹28 Cr 350,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Jun 24 | 5327553% ₹27 Cr 160,000
↑ 20,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL2% ₹26 Cr 161,825
↑ 45,000 Gokaldas Exports Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | GOKEX2% ₹26 Cr 226,914
↑ 70,000 3. JM Tax Gain Fund
CAGR/Annualized return of 9.1% since its launch. Ranked 18 in ELSS category. Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (21 Feb 25) ₹43.6176 ↓ -0.16 (-0.37 %) Net Assets (Cr) ₹180 on 31 Jan 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 0.61 Information Ratio 0.53 Alpha Ratio 5.9 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹11,324 31 Jan 22 ₹15,243 31 Jan 23 ₹14,987 31 Jan 24 ₹21,107 31 Jan 25 ₹24,605 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -4.9% 3 Month -7.6% 6 Month -14.6% 1 Year 8.2% 3 Year 16.3% 5 Year 17.9% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% 2014 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.33 Yr. Asit Bhandarkar 31 Dec 21 3.09 Yr. Chaitanya Choksi 18 Jul 14 10.55 Yr. Ruchi Fozdar 4 Oct 24 0.33 Yr. Data below for JM Tax Gain Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 17.9% Financial Services 16.17% Technology 14.68% Consumer Cyclical 14.13% Basic Materials 12.77% Health Care 7.91% Consumer Defensive 6.39% Communication Services 2.62% Utility 1.43% Real Estate 1% Asset Allocation
Asset Class Value Cash 2.87% Equity 97.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY5% ₹9 Cr 48,465 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹9 Cr 48,631
↓ -6,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹6 Cr 50,475
↓ -5,500 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹6 Cr 72,900 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹5 Cr 14,447 Newgen Software Technologies Ltd (Technology)
Equity, Since 30 Nov 23 | NEWGEN3% ₹5 Cr 30,250 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹5 Cr 30,700 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5329772% ₹4 Cr 5,050 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327552% ₹4 Cr 23,750
↓ -2,750 PG Electroplast Ltd (Technology)
Equity, Since 31 Jul 24 | PGEL2% ₹4 Cr 40,487 4. 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 (21 Feb 25) ₹17.9378 ↓ -0.04 (-0.24 %) 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 21 Feb 25 Duration Returns 1 Month -4.9% 3 Month -9% 6 Month -14.7% 1 Year 2% 3 Year 16% 5 Year 13% 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 5. JM Large Cap Fund
CAGR/Annualized return of 9.2% since its launch. Ranked 73 in Large Cap category. Return for 2024 was 15.1% , 2023 was 29.6% and 2022 was 3.4% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (21 Feb 25) ₹139.847 ↓ -1.08 (-0.77 %) Net Assets (Cr) ₹491 on 31 Jan 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.09 Information Ratio 0.16 Alpha Ratio -5.06 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 ₹11,680 31 Jan 22 ₹14,492 31 Jan 23 ₹14,972 31 Jan 24 ₹20,490 31 Jan 25 ₹21,544 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -3.4% 3 Month -7.8% 6 Month -15.9% 1 Year -1.9% 3 Year 13.4% 5 Year 15.5% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.1% 2022 29.6% 2021 3.4% 2020 23.2% 2019 18.1% 2018 4.9% 2017 0.8% 2016 20.9% 2015 1.8% 2014 -1.3% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.45 Yr. Asit Bhandarkar 5 Oct 17 7.33 Yr. Ruchi Fozdar 4 Oct 24 0.33 Yr. Deepak Gupta 27 Jan 25 0.01 Yr. Data below for JM Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 19.52% Technology 16.37% Consumer Cyclical 13.69% Industrials 10.09% Basic Materials 9.93% Communication Services 7.07% Health Care 6.74% Energy 4.97% Consumer Defensive 4.5% Utility 3.07% Real Estate 2.06% Asset Allocation
Asset Class Value Cash 0.67% Equity 99.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY7% ₹36 Cr 190,898
↑ 63,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK6% ₹29 Cr 229,587
↓ -23,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL6% ₹27 Cr 170,000
↓ -14,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK5% ₹25 Cr 138,472
↓ -101,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN5% ₹23 Cr 294,397 Wipro Ltd (Technology)
Equity, Since 30 Sep 24 | 5076854% ₹20 Cr 647,000
↑ 257,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE4% ₹18 Cr 147,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC3% ₹14 Cr 297,000
↑ 105,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS3% ₹14 Cr 34,150 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 29 Feb 24 | DRREDDY3% ₹14 Cr 99,500
↑ 28,000
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? 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, निवेश करने के लिए आवश्यक 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 साल
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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