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10, 20 साल के निवेश 2022 के लिए 10 सर्वश्रेष्ठ एसआईपी योजनाएं
सर्वश्रेष्ठ एसआईपी योजनाएं? उन्हें कैसे चुनें? ये कुछ सामान्य प्रश्न हैं जो सोचते समय निवेशकों के मन में उठते हैंम्यूचुअल फंड में निवेश किसी के जरिएसिप या व्यवस्थितनिवेश योजना.एसआईपी निवेश सबसे अनुशासित में से एक हैनिवेश में निवेश करते समय विकल्पम्यूचुअल फंड्स.
इसके अलावा, एक एसआईपी म्युचुअल फंड में निवेश की न्यूनतम राशि INR 500 जितनी कम है। यह निवेश करता हैशीर्ष एसआईपी बहुत सुविधाजनक योजनाएँ।
आपको SIP या सिस्टमैटिक इन्वेस्टमेंट प्लान में निवेश क्यों करना चाहिए?
कुछ केनिवेश के लाभ एक एसआईपी में हैं:
कंपाउंडिंग की शक्ति
व्यवस्थित निवेश योजनाएँ भी का लाभ प्रदान करती हैंकंपाउंडिंग की शक्ति. साधारण ब्याज तब होता है जब आप केवल मूलधन पर ब्याज प्राप्त करते हैं। चक्रवृद्धि ब्याज के मामले में, ब्याज राशि मूलधन में जोड़ दी जाती है, और ब्याज की गणना नए मूलधन (पुराने मूलधन और लाभ) पर की जाती है। यह प्रक्रिया हर बार जारी रहती है। चूंकि एसआईपी में म्युचुअल फंड किश्तों में होते हैं, इसलिए वे चक्रवृद्धि होते हैं, जो शुरू में निवेश की गई राशि में अधिक जोड़ता है।
रुपया लागत औसत
एक व्यवस्थित निवेश योजना का सबसे बड़ा लाभ रुपया लागत औसत है जो किसी व्यक्ति को संपत्ति की खरीद की लागत का औसत निकालने में मदद करता है। म्यूचुअल फंड में एकमुश्त निवेश करते समय एक निश्चित संख्या में इकाइयाँ खरीदी जाती हैंइन्वेस्टर सभी एक साथ, एक एसआईपी के मामले में इकाइयों की खरीद लंबी अवधि में की जाती है और ये मासिक अंतराल (आमतौर पर) में समान रूप से फैली हुई हैं। समय के साथ फैले निवेश के कारण स्टॉक में निवेश किया जाता हैमंडी अलग-अलग मूल्य बिंदुओं पर निवेशक को औसत लागत का लाभ मिलता है, इसलिए रुपये की लागत औसत।
सामर्थ्य
जनता के लिए बचत शुरू करने के लिए SIP एक बहुत ही किफायती विकल्प है क्योंकि प्रत्येक किस्त के लिए आवश्यक न्यूनतम राशि (वह भी मासिक!) INR 500 जितनी कम हो सकती है। कुछ म्यूचुअल फंड कंपनियां कुछ ऐसी भी पेशकश करती हैं, जिसे a कहा जाता है।माइक्रोएसआईपी जहां टिकट का आकार INR 100 जितना कम है।
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जोखिम में कटौती
यह देखते हुए कि एक व्यवस्थित निवेश योजना लंबी अवधि में फैली हुई है, कोई भी शेयर बाजार की सभी अवधियों, उतार-चढ़ाव और अधिक महत्वपूर्ण रूप से मंदी को पकड़ लेता है। मंदी में, जब अधिकांश निवेशकों को डर लगता है, एसआईपी की किस्तें निवेशकों को खरीदना सुनिश्चित करती हैंकम.
वित्त वर्ष 22 - 23 में 10, 20 साल के निवेश के लिए सर्वश्रेष्ठ एसआईपी योजनाएं
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a Below is the key information for Invesco India Infrastructure Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Contra Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹183.185
↑ 0.16 ₹61,000 100 3.8 25.4 47.1 28.7 38.1 48.9 Motilal Oswal Midcap 30 Fund Growth ₹109.149
↓ -0.62 ₹15,940 500 11.2 36.4 71.6 34.9 34.3 41.7 Kotak Small Cap Fund Growth ₹289.645
↑ 0.88 ₹17,639 1,000 5.9 28.1 44.6 19.7 33.4 34.8 DSP BlackRock Small Cap Fund Growth ₹206.3
↑ 1.30 ₹16,572 500 7.5 25.6 40.3 22.8 33.1 41.2 L&T Emerging Businesses Fund Growth ₹91.4088
↑ 0.02 ₹16,905 500 5.5 26.5 44.8 26 33 46.1 ICICI Prudential Infrastructure Fund Growth ₹198.13
↑ 0.67 ₹6,143 100 1.7 17.5 55.9 32.9 32.9 44.6 Invesco India Infrastructure Fund Growth ₹68.52
↓ -0.11 ₹1,660 500 -0.1 21.4 64.2 29.3 32.7 51.1 Nippon India Power and Infra Fund Growth ₹372.94
↓ -0.09 ₹7,638 100 -1.5 18.5 57.5 31.9 32.3 58 SBI Contra Fund Growth ₹395.378
↓ -0.62 ₹39,433 500 2.1 14.5 41 24.7 32.2 38.2 IDFC Infrastructure Fund Growth ₹55.136
↑ 0.12 ₹1,965 100 -2.5 22.3 67.1 31 32.1 50.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 24 सीएजीआर 5 साल से अधिक के लिए रिटर्न और कम से कम 5 साल का बाजार इतिहास (फंड की उम्र) वाले फंड का न्यूनतम है500 करोड़ प्रबंधन के तहत संपत्ति की।1. Nippon India Small Cap Fund
CAGR/Annualized return of 22.9% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (16 Oct 24) ₹183.185 ↑ 0.16 (0.09 %) Net Assets (Cr) ₹61,000 on 31 Aug 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.47 Information Ratio 0.74 Alpha Ratio 6.23 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 30 Sep 19 ₹10,000 30 Sep 20 ₹11,234 30 Sep 21 ₹21,613 30 Sep 22 ₹24,139 30 Sep 23 ₹32,681 30 Sep 24 ₹48,529 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 0.5% 3 Month 3.8% 6 Month 25.4% 1 Year 47.1% 3 Year 28.7% 5 Year 38.1% 10 Year 15 Year Since launch 22.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 7.75 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Small Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 27.19% Financial Services 13.15% Basic Materials 12.56% Consumer Cyclical 12.32% Technology 9.2% Consumer Defensive 8.3% Health Care 7.47% Utility 1.97% Communication Services 1.57% Energy 0.93% Real Estate 0.67% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,152 Cr 6,650,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹1,084 Cr 2,499,222 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,048 Cr 1,851,010 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP1% ₹857 Cr 650,444 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹857 Cr 899,271
↓ -50,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹829 Cr 4,472,130
↑ 5,124 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹769 Cr 27,500,000 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹768 Cr 27,190,940 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹738 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹717 Cr 9,100,000 2. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 25.2% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (16 Oct 24) ₹109.149 ↓ -0.62 (-0.56 %) Net Assets (Cr) ₹15,940 on 31 Aug 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 2.94 Information Ratio 1.11 Alpha Ratio 15.07 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,728 30 Sep 21 ₹16,314 30 Sep 22 ₹20,069 30 Sep 23 ₹24,293 30 Sep 24 ₹41,736 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 2.9% 3 Month 11.2% 6 Month 36.4% 1 Year 71.6% 3 Year 34.9% 5 Year 34.3% 10 Year 15 Year Since launch 25.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ajay Khandelwal 1 Oct 24 0 Yr. Niket Shah 1 Jul 20 4.25 Yr. Santosh Singh 1 Oct 24 0 Yr. Rakesh Shetty 22 Nov 22 1.86 Yr. Sunil Sawant 1 Jul 24 0.25 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 22.85% Technology 20.91% Consumer Cyclical 17.5% Financial Services 8.81% Health Care 4.47% Basic Materials 3.7% Real Estate 2.73% Asset Allocation
Asset Class Value Cash 19.02% Equity 80.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹1,855 Cr 25,400,000
↑ 400,000 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB10% ₹1,774 Cr 2,550,000
↑ 450,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN9% ₹1,640 Cr 46,773,159
↑ 13,873,159 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE8% ₹1,579 Cr 2,250,000
↑ 650,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹1,472 Cr 2,700,000
↓ -13,800 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA6% ₹1,070 Cr 2,467,811
↑ 217,811 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS5% ₹923 Cr 5,000,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND4% ₹717 Cr 2,350,000
↑ 124,002 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433204% ₹683 Cr 25,000,000
↓ -500,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH3% ₹540 Cr 5,481,171
↑ 981,171 3. Kotak Small Cap Fund
CAGR/Annualized return of 18.7% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (16 Oct 24) ₹289.645 ↑ 0.88 (0.31 %) Net Assets (Cr) ₹17,639 on 31 Aug 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 1.97 Information Ratio -0.72 Alpha Ratio 2.16 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.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹11,391 30 Sep 21 ₹22,858 30 Sep 22 ₹23,660 30 Sep 23 ₹28,407 30 Sep 24 ₹41,275 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 1.3% 3 Month 5.9% 6 Month 28.1% 1 Year 44.6% 3 Year 19.7% 5 Year 33.4% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 0.95 Yr. Data below for Kotak Small Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 33.42% Consumer Cyclical 20.77% Basic Materials 14.45% Health Care 12.7% Financial Services 3.67% Real Estate 3.63% Consumer Defensive 3.17% Communication Services 2.54% Technology 2.1% Asset Allocation
Asset Class Value Cash 3.55% Equity 96.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹597 Cr 3,174,852 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹570 Cr 3,559,792 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹565 Cr 6,353,571 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹540 Cr 2,616,673
↓ -240,679 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹487 Cr 1,328,764 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹451 Cr 8,096,930 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹434 Cr 2,596,496 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433502% ₹422 Cr 4,397,621
↑ 9,120 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹413 Cr 3,427,766 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV2% ₹407 Cr 2,718,155 4. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 19.1% since its launch. Ranked 7 in Small Cap category. Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (16 Oct 24) ₹206.3 ↑ 1.30 (0.63 %) Net Assets (Cr) ₹16,572 on 31 Aug 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.63 Information Ratio 0 Alpha Ratio 0 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 30 Sep 19 ₹10,000 30 Sep 20 ₹11,761 30 Sep 21 ₹20,730 30 Sep 22 ₹22,100 30 Sep 23 ₹28,336 30 Sep 24 ₹39,924 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 0.3% 3 Month 7.5% 6 Month 25.6% 1 Year 40.3% 3 Year 22.8% 5 Year 33.1% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% 2014 101.8% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.29 Yr. Resham Jain 16 Mar 18 6.55 Yr. Data below for DSP BlackRock Small Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.87% Basic Materials 18.91% Industrials 17.95% Health Care 8.38% Consumer Defensive 7.45% Financial Services 4.13% Technology 3.14% Communication Services 1.07% Utility 0.21% Asset Allocation
Asset Class Value Cash 5.89% Equity 94.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹616 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹525 Cr 1,746,352 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹483 Cr 6,296,696
↓ -100,000 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹480 Cr 9,260,495
↓ -99,109 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323563% ₹435 Cr 9,143,737 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433062% ₹411 Cr 3,538,190 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹400 Cr 2,500,000
↓ -335,306 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹399 Cr 10,000,000
↓ -1,568,344 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹383 Cr 1,629,601 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹351 Cr 2,341,299 5. L&T Emerging Businesses Fund
CAGR/Annualized return of 23.6% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (16 Oct 24) ₹91.4088 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹16,905 on 31 Jul 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 2.26 Information Ratio 0.54 Alpha Ratio 0.29 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,813 30 Sep 21 ₹18,975 30 Sep 22 ₹20,759 30 Sep 23 ₹27,451 30 Sep 24 ₹39,650 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 1.8% 3 Month 5.5% 6 Month 26.5% 1 Year 44.8% 3 Year 26% 5 Year 33% 10 Year 15 Year Since launch 23.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.79 Yr. Cheenu Gupta 1 Oct 23 1 Yr. Sonal Gupta 1 Oct 23 1 Yr. Data below for L&T Emerging Businesses Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Industrials 32.47% Consumer Cyclical 15.46% Basic Materials 13.32% Financial Services 12.83% Technology 8.01% Real Estate 5.56% Health Care 3.49% Consumer Defensive 3.47% Energy 1.41% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹482 Cr 505,400
↓ -130,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000403% ₹458 Cr 1,607,279 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002513% ₹440 Cr 580,400 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹410 Cr 2,891,084
↓ -138,011 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹396 Cr 2,473,042
↓ -100,000 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹348 Cr 281,022
↓ -20,000 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹341 Cr 11,291,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹329 Cr 238,273 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹314 Cr 3,286,897 Supreme Petrochem Ltd (Basic Materials)
Equity, Since 30 Sep 16 | SPLPETRO2% ₹309 Cr 3,565,768 6. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 27 in Sectoral category. Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (16 Oct 24) ₹198.13 ↑ 0.67 (0.34 %) Net Assets (Cr) ₹6,143 on 31 Aug 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 3.45 Information Ratio 0 Alpha Ratio 0 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 30 Sep 19 ₹10,000 30 Sep 20 ₹8,189 30 Sep 21 ₹16,429 30 Sep 22 ₹18,446 30 Sep 23 ₹25,595 30 Sep 24 ₹41,192 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -0.4% 3 Month 1.7% 6 Month 17.5% 1 Year 55.9% 3 Year 32.9% 5 Year 32.9% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% 2014 56.2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 7.33 Yr. Sharmila D’mello 30 Jun 22 2.26 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 31.81% Basic Materials 19.74% Financial Services 19.22% Utility 11.96% Energy 5.54% Consumer Cyclical 1.41% Real Estate 1.27% Communication Services 0.82% Asset Allocation
Asset Class Value Cash 7.51% Equity 91.77% Debt 0.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹441 Cr 1,199,683
↑ 83,564 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325555% ₹293 Cr 6,615,698
↓ -2,550,000 JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL4% ₹262 Cr 17,363,241
↑ 1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK4% ₹253 Cr 1,990,000
↓ -210,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK4% ₹241 Cr 1,390,000
↓ -220,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL4% ₹233 Cr 1,702,912
↓ -55,364 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹184 Cr 6,100,157 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5329783% ₹179 Cr 905,683
↓ -8,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003873% ₹178 Cr 67,622 Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 28 Feb 23 | 5433343% ₹176 Cr 4,887,713 7. Invesco India Infrastructure Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 24 in Sectoral category. Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% . Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (16 Oct 24) ₹68.52 ↓ -0.11 (-0.16 %) Net Assets (Cr) ₹1,660 on 31 Aug 24 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.34 Sharpe Ratio 3.11 Information Ratio 0 Alpha Ratio 0 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 30 Sep 19 ₹10,000 30 Sep 20 ₹10,077 30 Sep 21 ₹18,035 30 Sep 22 ₹18,946 30 Sep 23 ₹24,652 30 Sep 24 ₹40,822 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 0.2% 3 Month -0.1% 6 Month 21.4% 1 Year 64.2% 3 Year 29.3% 5 Year 32.7% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 51.1% 2022 2.3% 2021 55.4% 2020 16.2% 2019 6.1% 2018 -15.8% 2017 48.1% 2016 0.8% 2015 -2.6% 2014 83.6% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.08 Yr. Data below for Invesco India Infrastructure Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 54% Utility 12.76% Consumer Cyclical 9.08% Basic Materials 7.62% Health Care 4.53% Technology 3.31% Energy 3% Financial Services 2.19% Real Estate 1.08% Communication Services 1.04% Asset Allocation
Asset Class Value Cash 1.39% Equity 98.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹93 Cr 252,200 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 5328985% ₹87 Cr 2,478,858
↓ -464,922 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC4% ₹63 Cr 550,844 NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 5325553% ₹55 Cr 1,234,119 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 5004003% ₹54 Cr 1,114,602 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Dec 23 | SOLARINDS3% ₹50 Cr 43,689 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 5005473% ₹50 Cr 1,351,085 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Aug 23 | SUZLON3% ₹49 Cr 6,152,057
↓ -349,033 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL3% ₹49 Cr 1,717,480
↑ 322,266 Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX3% ₹49 Cr 95,821
↓ -10,274 8. Nippon India Power and Infra Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 13 in Sectoral category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (16 Oct 24) ₹372.94 ↓ -0.09 (-0.02 %) Net Assets (Cr) ₹7,638 on 31 Aug 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio 3.24 Information Ratio 1.37 Alpha Ratio 5.67 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,185 30 Sep 21 ₹16,316 30 Sep 22 ₹17,257 30 Sep 23 ₹24,520 30 Sep 24 ₹40,100 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 0.2% 3 Month -1.5% 6 Month 18.5% 1 Year 57.5% 3 Year 31.9% 5 Year 32.3% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% 2015 0.3% 2014 50.8% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 6.36 Yr. Rahul Modi 19 Aug 24 0.12 Yr. Data below for Nippon India Power and Infra Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 42.3% Utility 17.06% Basic Materials 10.26% Communication Services 7.78% Energy 7.14% Real Estate 4.78% Consumer Cyclical 3.83% Technology 3.22% Health Care 2.29% Asset Allocation
Asset Class Value Cash 1.35% Equity 98.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT9% ₹735 Cr 2,000,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹561 Cr 1,900,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹554 Cr 12,500,000
↑ 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹444 Cr 2,600,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES5% ₹367 Cr 675,741
↓ -253,946 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹319 Cr 270,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5005304% ₹301 Cr 80,000
↓ -20,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV3% ₹270 Cr 1,800,000 Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 5005503% ₹254 Cr 350,000 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR3% ₹230 Cr 2,500,000 9. SBI Contra Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 48 in Contra category. Return for 2023 was 38.2% , 2022 was 12.8% and 2021 was 49.9% . SBI Contra Fund
Growth Launch Date 6 May 05 NAV (15 Oct 24) ₹395.378 ↓ -0.62 (-0.16 %) Net Assets (Cr) ₹39,433 on 31 Aug 24 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.75 Information Ratio 0 Alpha Ratio 0 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 30 Sep 19 ₹10,000 30 Sep 20 ₹10,284 30 Sep 21 ₹19,134 30 Sep 22 ₹21,296 30 Sep 23 ₹27,473 30 Sep 24 ₹39,610 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -0.9% 3 Month 2.1% 6 Month 14.5% 1 Year 41% 3 Year 24.7% 5 Year 32.2% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 12.8% 2021 49.9% 2020 30.6% 2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% 2014 47.7% Fund Manager information for SBI Contra Fund
Name Since Tenure Dinesh Balachandran 7 May 18 6.41 Yr. Pradeep Kesavan 1 Dec 23 0.84 Yr. Data below for SBI Contra Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 20.95% Basic Materials 10.04% Technology 9.03% Consumer Cyclical 8.4% Industrials 7.45% Energy 7.27% Health Care 7.22% Utility 5.75% Consumer Defensive 5.33% Communication Services 4.17% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 13.1% Equity 86.15% Debt 0.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK5% ₹2,204 Cr 12,723,129 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE3% ₹1,400 Cr 4,739,125
↑ 1,943,750 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321552% ₹989 Cr 41,173,788 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK2% ₹951 Cr 5,128,168 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002382% ₹925 Cr 4,040,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 5327552% ₹913 Cr 5,786,409 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL2% ₹893 Cr 52,995,525
↑ 12,650,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC2% ₹869 Cr 16,766,741 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | 5000962% ₹818 Cr 13,077,467 State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN2% ₹808 Cr 10,254,269 10. IDFC Infrastructure Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 1 in Sectoral category. Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (16 Oct 24) ₹55.136 ↑ 0.12 (0.21 %) Net Assets (Cr) ₹1,965 on 31 Aug 24 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio 3.46 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹8,263 30 Sep 21 ₹16,596 30 Sep 22 ₹17,012 30 Sep 23 ₹22,925 30 Sep 24 ₹39,511 Returns for IDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -1.3% 3 Month -2.5% 6 Month 22.3% 1 Year 67.1% 3 Year 31% 5 Year 32.1% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% 2014 43.2% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 0.69 Yr. Ritika Behera 7 Oct 23 0.99 Yr. Gaurav Satra 7 Jun 24 0.32 Yr. Data below for IDFC Infrastructure Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 52.47% Utility 10.82% Basic Materials 10.6% Communication Services 6.43% Energy 3.99% Consumer Cyclical 3.87% Financial Services 3.58% Technology 2.29% Health Care 1.41% Asset Allocation
Asset Class Value Cash 4.54% Equity 95.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | 5002414% ₹80 Cr 443,385
↑ 8,933 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | 5337614% ₹77 Cr 4,384,900
↑ 1,145,000 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS4% ₹70 Cr 12,200,218
↑ 1,724,925 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | 5003253% ₹68 Cr 226,353
↑ 65,263 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | 5329213% ₹64 Cr 434,979 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | 5005103% ₹64 Cr 171,447 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹60 Cr 470,125
↑ 38,887 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Dec 23 | 5348163% ₹57 Cr 1,252,522
↓ -58,513 H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA3% ₹50 Cr 321,984
↑ 190,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | 5324542% ₹46 Cr 289,163
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पूछे जाने वाले प्रश्न
1. क्या मैं वह समय चुन सकता हूं जब राशि डेबिट की जाएगी?
ए: नहीं, वह अवधि जब राशि आपके से डेबिट की जाएगीबैंक खाता उस एसआईपी पर निर्भर करेगा जिसमें आपने निवेश करने का फैसला किया है। आप चुन सकते हैंSIP में निवेश करें एक वर्ष की अवधि के लिए 10+ वर्ष तक का अधिकार। एसआईपी की अवधि के आधार पर, राशि आपके खाते से काट ली जाएगी।
2. क्या एसआईपी की अवधि और कार्यकाल एक ही चीज/अवधि है?
ए: हाँ, वे वही हैं। जब आप ऑफ़र दस्तावेज़ पढ़ते हैं, तो एसआईपी अवधि को ध्यान से देखें, क्योंकि इससे आपको पता चल जाएगा कि आपके खाते से पैसे काटे जाने की अवधि/अवधि क्या होगी। कार्यकाल चुनना पूरी तरह से निवेशक की पसंद है।
3. क्या SIP की अवधि बदली जा सकती है?
ए: यदि आपने कोई ऐसी योजना चुनी है जिसमें SIP अनिवार्य है, तो आपको वह कार्यकाल पूरा करना होगा। कार्यकाल के बाद, आप पूरी राशि निकाल सकते हैं। हालाँकि, यदि आप निवेश को नवीनीकृत करना चाहते हैं, तो आप कार्यकाल बदल सकते हैं और अधिक विस्तारित जनादेश के साथ एक अलग एसआईपी का चयन कर सकते हैं।
4. क्या मैं एसआईपी के लिए निवेश राशि बदल सकता हूं?
ए: आप लचीले एसआईपी में निवेश करना चुन सकते हैं। ये एसआईपी आपको निवेश की अवधि के दौरान निवेश की जा सकने वाली राशि को बदलने की अनुमति देते हैं। अपने कार्यकाल के दौरान, आप अपनी राशि के आधार पर एसआईपी में निवेश की जाने वाली राशि को बदल सकते हैंनकदी प्रवाह.
5. लंबी अवधि के एसआईपी क्या हैं?
ए: एक लंबी अवधि का एसआईपी वह होगा जिसमें आप लगभग 5 से 10 वर्षों के लिए निवेश करते हैं। आदर्श रूप से, लंबी अवधि के एसआईपी में अच्छा रिटर्न देने की संभावना अधिक होती है।
6. क्या मैं कार्यकाल से पहले एसआईपी से बाहर निकल सकता हूं?
ए: यह सबसे अच्छा होगा यदि आपने अपना कार्यकाल पूरा करने से पहले एसआईपी से बाहर नहीं निकाला। कभी-कभी निवेश पर एक्जिट लोड नहीं हो सकता है, लेकिन यह पूरी तरह से विशेष एसआईपी पर निर्भर करता है। यदि आप अपने द्वारा किए जा रहे निवेश के बारे में अनिश्चित हैं, तो आपको एक वर्ष के लिए केवल INR 500 का निवेश करके छोटी शुरुआत करनी चाहिए। जैसे-जैसे आपकी जोखिम लेने की भूख बढ़ती है, आप अपना निवेश बढ़ा सकते हैं।
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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Well explanation with indepth details.very inspirational information for investment in MF. Thanks.
Great! Informative SIP Thread. Very well covered and presented.