fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
5 ಅತ್ಯುತ್ತಮ ಬರೋಡಾ MF SIP ಯೋಜನೆಗಳು 2022 - Fincash.com

ಫಿನ್ಕಾಶ್ »ಬರೋಡಾ ಪಯೋನೀರ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಅತ್ಯುತ್ತಮ ಬರೋಡಾ SIP ನಿಧಿಗಳು

5 ಅತ್ಯುತ್ತಮ ಬರೋಡಾ MF SIP ಯೋಜನೆಗಳು 2022

Updated on September 16, 2024 , 50323 views

ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಅಥವಾSIP ಒಂದು ವಿಧಾನವಾಗಿದೆಹೂಡಿಕೆ ನಿಗದಿತ ಸಮಯದಲ್ಲಿ ನಿಯಮಿತವಾಗಿ ನಿಗದಿತ ಮೊತ್ತ. ಇದು ಅತ್ಯಂತ ಸುಲಭವಾಗಿ ಮತ್ತು ಸುಲಭವಾದ ಹೂಡಿಕೆ ಯೋಜನೆಯಾಗಿದೆ. ನಿಮ್ಮ ಹಣವನ್ನು ನಿಮ್ಮಿಂದ ಸ್ವಯಂ-ಡೆಬಿಟ್ ಮಾಡಲಾಗಿದೆಬ್ಯಾಂಕ್ ಖಾತೆ ಮತ್ತು ಯೋಜನೆಗೆ ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆ. SIP ಯ ಹೂಡಿಕೆಯ ಶೈಲಿಯಿಂದಾಗಿ, ಹೂಡಿಕೆದಾರರಿಗೆ ಸಮಯ ಬೇಕಾಗಿಲ್ಲಮಾರುಕಟ್ಟೆ.

ಬರೋಡಾಮ್ಯೂಚುಯಲ್ ಫಂಡ್, ಭಾರತದ ಪ್ರಮುಖರಲ್ಲಿ ಒಂದಾಗಿದೆAMC ಗಳು, ಹೂಡಿಕೆದಾರರು ಯಾವಾಗಲೂ ಕಂಪನಿಯು ನೀಡುವ SIP ನಿಧಿಗಳಿಗೆ ಆದ್ಯತೆ ನೀಡುತ್ತಾರೆ. ನೀವು ಕೇವಲ INR 500 ನೊಂದಿಗೆ SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಪ್ರಾರಂಭಿಸಬಹುದು. ಇದರ ಇತರ ಪ್ರಯೋಜನಗಳಲ್ಲಿ ಒಂದುSIP ಹೂಡಿಕೆ ನೀವು ಯೋಜಿಸಬಹುದು ಮತ್ತು ನಿಮ್ಮದನ್ನು ಪೂರೈಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು.

ಮದುವೆಯಂತಹ ಗುರಿಗಳು,ನಿವೃತ್ತಿ ಯೋಜನೆ, ಮನೆ/ವಾಹನ ಖರೀದಿ ಇತ್ಯಾದಿಗಳನ್ನು ಚೆನ್ನಾಗಿ ಯೋಜಿಸಬಹುದು ಮತ್ತು SIP ಮಾರ್ಗದೊಂದಿಗೆ ಸಮಯಕ್ಕೆ ಸರಿಯಾಗಿ ಸಾಧಿಸಬಹುದು.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Baroda

ಬರೋಡಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ SIP ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?

ಬರೋಡಾ SIP ಕಂಪನಿಯು ನೀಡುವ ಅತ್ಯಂತ ಜನಪ್ರಿಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. ಒಂದು SIP ಕೇವಲ ಒಂದುಮರುಕಳಿಸುವ ಠೇವಣಿ. ಪ್ರತಿ ತಿಂಗಳು ನಿರ್ದಿಷ್ಟ ದಿನಾಂಕದಂದು ನೀವು ಆಯ್ಕೆ ಮಾಡಿದ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ನಿಮ್ಮ ಆಯ್ಕೆಯ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಯೋಜನೆಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆ. SIP ಹೂಡಿಕೆಗೆ ಲಭ್ಯವಿರುವ ದಿನಾಂಕಗಳನ್ನು ಕಂಪನಿಯ ವೆಬ್‌ಸೈಟ್‌ನಲ್ಲಿ ನೀಡಲಾಗಿದೆ. ಬಹು ಇವೆಹೂಡಿಕೆಯ ಪ್ರಯೋಜನಗಳು ಬರೋಡಾ MF SIP ಮೂಲಕ. ಅವುಗಳಲ್ಲಿ ಕೆಲವು ಸೇರಿವೆ:

  • ಶಿಸ್ತುಬದ್ಧ ಹೂಡಿಕೆಯ ಅಭ್ಯಾಸ
  • ನಿಮ್ಮ ಹಣಕಾಸಿನ ಗುರಿಯನ್ನು ಸಾಧಿಸುವುದು
  • ರೂಪಾಯಿ ವೆಚ್ಚದ ಸರಾಸರಿ ಲಾಭವನ್ನು ಪಡೆದುಕೊಳ್ಳುವುದು
  • ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಉತ್ಪಾದಿಸುವ ಸಮಯದ ಅವಧಿಯಲ್ಲಿ ಹೂಡಿಕೆಯ ಬೆಳವಣಿಗೆ
  • ಕೇವಲ INR 500 ಮಾಸಿಕ ಕನಿಷ್ಠ SIP ಹೂಡಿಕೆ

ಕೆಳಗಿನವುಗಳು ಅತ್ಯುತ್ತಮ ಬರೋಡಾ SIP ನಿಧಿಗಳು (ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು) 2022 - 2023 ವರ್ಷಕ್ಕೆ. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಇತ್ಯಾದಿ.

ಅತ್ಯುತ್ತಮ ಬರೋಡಾ ಇಕ್ವಿಟಿ SIP ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Baroda Pioneer Mid-Cap Fund Growth ₹16.5124
↑ 0.15
₹97 500 -8.10.126.222.515.9
Baroda Pioneer Multi Cap Fund Growth ₹296.774
↓ -1.08
₹2,690 500 7.127.447.220.926.330.8
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33
₹210 500 -6.1-3.517.616.711.6
Baroda Pioneer Banking And Financial Services Fund Growth ₹45.7379
↑ 0.32
₹165 500 10.622.331.814.915.720.5
Baroda Pioneer Large Cap Fund Growth ₹20.532
↑ 0.03
₹51 500 -5.7-7.35.913.810.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22

1. Baroda Pioneer Mid-Cap Fund

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 CAGR/Annualized return of 4.5% since its launch.  Ranked 42 in Mid Cap category. .

Below is the key information for Baroda Pioneer Mid-Cap Fund

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.

DateValue
31 Aug 19₹10,000
31 Aug 20₹11,293
31 Aug 21₹18,982

Baroda Pioneer Mid-Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Baroda Pioneer Mid-Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Baroda Pioneer Mid-Cap Fund
NameSinceTenure

Data below for Baroda Pioneer Mid-Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Baroda Pioneer Multi Cap Fund

(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 CAGR/Annualized return of 17.5% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (18 Sep 24) ₹296.774 ↓ -1.08   (-0.36 %)
Net Assets (Cr) ₹2,690 on 31 Jul 24
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 2.79
Information Ratio -0.08
Alpha Ratio 4.01
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.

DateValue
31 Aug 19₹10,000
31 Aug 20₹10,444
31 Aug 21₹17,266
31 Aug 22₹18,189
31 Aug 23₹21,251
31 Aug 24₹31,485

Baroda Pioneer Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Baroda Pioneer Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 5.4%
3 Month 7.1%
6 Month 27.4%
1 Year 47.2%
3 Year 20.9%
5 Year 26.3%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sanjay Chawla1 Nov 158.84 Yr.
Sandeep Jain14 Mar 222.47 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Jul 24

Equity Sector Allocation
SectorValue
Financial Services22.3%
Technology15.06%
Industrials14.23%
Consumer Cyclical9.87%
Basic Materials7.93%
Health Care7.82%
Consumer Defensive7.07%
Energy4.63%
Communication Services3%
Utility2.7%
Real Estate1.8%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 532174
4%₹98 Cr799,815
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 500180
3%₹82 Cr499,736
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 500325
3%₹79 Cr262,500
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC
3%₹72 Cr579,492
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
2%₹68 Cr2,723,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | TRENT
2%₹64 Cr90,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | 500209
2%₹62 Cr320,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹62 Cr340,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 532343
2%₹61 Cr218,000
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | 543253
2%₹61 Cr379,226

3. Baroda Pioneer ELSS 96

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 CAGR/Annualized return of 8.4% since its launch. .

Below is the key information for Baroda Pioneer ELSS 96

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 Not Rated
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.

DateValue
31 Aug 19₹10,000
31 Aug 20₹10,395
31 Aug 21₹16,604

Baroda Pioneer ELSS 96 SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Baroda Pioneer ELSS 96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Baroda Pioneer ELSS 96
NameSinceTenure

Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Baroda Pioneer Banking And Financial Services Fund

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 CAGR/Annualized return of 13.2% since its launch.  Ranked 32 in Sectoral category.  Return for 2023 was 20.5% , 2022 was 15.7% and 2021 was 8% .

Below is the key information for Baroda Pioneer Banking And Financial Services Fund

Baroda Pioneer Banking And Financial Services Fund
Growth
Launch Date 22 Jun 12
NAV (18 Sep 24) ₹45.7379 ↑ 0.32   (0.70 %)
Net Assets (Cr) ₹165 on 31 Jul 24
Category Equity - Sectoral
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.37
Sharpe Ratio 1.1
Information Ratio 0.32
Alpha Ratio 6.99
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.

DateValue
31 Aug 19₹10,000
31 Aug 20₹8,965
31 Aug 21₹13,048
31 Aug 22₹13,665
31 Aug 23₹14,996
31 Aug 24₹19,196

Baroda Pioneer Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Baroda Pioneer Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 9.7%
3 Month 10.6%
6 Month 22.3%
1 Year 31.8%
3 Year 14.9%
5 Year 15.7%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sandeep Jain14 Mar 222.47 Yr.
Miten Vora1 Dec 221.75 Yr.

Data below for Baroda Pioneer Banking And Financial Services Fund as on 31 Jul 24

Equity Sector Allocation
SectorValue
Financial Services92.66%
Technology2.55%
Asset Allocation
Asset ClassValue
Cash2.98%
Equity97.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | 532174
19%₹32 Cr260,000
↓ -15,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | 500180
18%₹30 Cr182,950
↑ 15,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 12 | 500112
8%₹13 Cr161,500
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532215
7%₹12 Cr100,000
↓ -11,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | 500034
4%₹6 Cr8,976
↑ 4,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | 500247
3%₹5 Cr27,900
↑ 3,500
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN
3%₹5 Cr15,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540777
2%₹4 Cr50,000
India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Jul 24 | 544044
2%₹4 Cr50,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540716
2%₹4 Cr16,500
↓ -9,500

5. Baroda Pioneer Large Cap Fund

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 CAGR/Annualized return of 6.3% since its launch.  Ranked 59 in Large Cap category. .

Below is the key information for Baroda Pioneer Large Cap Fund

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.

DateValue
31 Aug 19₹10,000
31 Aug 20₹10,497
31 Aug 21₹15,720

Baroda Pioneer Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Baroda Pioneer Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Baroda Pioneer Large Cap Fund
NameSinceTenure

Data below for Baroda Pioneer Large Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?

ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಗೆ ಮಾಸಿಕ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಿದರೆ ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂದು ತಿಳಿಯಲು ಬಯಸುವಿರಾ? ನಾವು ನಿಮಗೆ ಒಂದು ಉದಾಹರಣೆಯೊಂದಿಗೆ ವಿವರಿಸುತ್ತೇವೆ.

SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್

SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್‌ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಇನ್‌ಪುಟ್‌ಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳುತ್ತಾರೆ ಉದಾಹರಣೆಗೆ SIP ಹೂಡಿಕೆ ಮೊತ್ತ (ಗುರಿ) ಒಬ್ಬರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುತ್ತಾರೆ, ಎಷ್ಟು ವರ್ಷಗಳ ಹೂಡಿಕೆ ಅಗತ್ಯವಿದೆ, ನಿರೀಕ್ಷಿಸಲಾಗಿದೆಹಣದುಬ್ಬರ ದರಗಳು (ಇದಕ್ಕಾಗಿ ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬೇಕು!) ಮತ್ತು ನಿರೀಕ್ಷಿತ ಆದಾಯ. ಆದ್ದರಿಂದ, ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ಅಗತ್ಯವಿರುವ SIP ರಿಟರ್ನ್‌ಗಳನ್ನು ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬಹುದು!

ನೀವು INR 10 ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ಊಹಿಸೋಣ.000 10 ವರ್ಷಗಳವರೆಗೆ, ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂಬುದನ್ನು ನೋಡಿ-

ಮಾಸಿಕ ಹೂಡಿಕೆ: INR 10,000

ಹೂಡಿಕೆಯ ಅವಧಿ: 10 ವರ್ಷಗಳು

ಹೂಡಿಕೆ ಮಾಡಿದ ಒಟ್ಟು ಮೊತ್ತ: INR 12,00,000

ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯ ದರ (ಅಂದಾಜು.): 15%

ಪ್ರಕಾರ ನಿರೀಕ್ಷಿತ ಆದಾಯಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್: INR 27,86,573

ನಿವ್ವಳ ಲಾಭ: INR 15,86,573 (ಸಂಪೂರ್ಣ ರಿಟರ್ನ್= 132.2%)

ಮೇಲಿನ ಲೆಕ್ಕಾಚಾರಗಳು ನೀವು 10 ವರ್ಷಗಳವರೆಗೆ ಮಾಸಿಕ INR 10,000 ಹೂಡಿಕೆ ಮಾಡಿದರೆ (ಒಟ್ಟು INR12,00,000) ನೀವು ಗಳಿಸುವಿರಿINR 27,86,573, ಅಂದರೆ ನೀವು ಮಾಡುವ ನಿವ್ವಳ ಲಾಭINR 15,86,573. ಇದು ಅದ್ಭುತವಲ್ಲವೇ!

ಬರೋಡಾ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

  1. Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.

  2. ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ

  3. ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!

    ಪ್ರಾರಂಭಿಸಿ

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
How helpful was this page ?
Rated 4.8, based on 4 reviews.
POST A COMMENT