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10 ಅತ್ಯುತ್ತಮ UTI SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
UTI SIP ಗಳು ಅತ್ಯಂತ ಪರಿಣಾಮಕಾರಿ ಮಾರ್ಗವಾಗಿದೆಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ ಯೋಜನೆಗಳು.SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಹಾಗೆ ಕೆಲಸ ಮಾಡುತ್ತದೆಮರುಕಳಿಸುವ ಠೇವಣಿ, ಇದರಲ್ಲಿ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ನಿಗದಿತ ಮಧ್ಯಂತರದಲ್ಲಿ (ಸಾಪ್ತಾಹಿಕ/ಮಾಸಿಕ/ತ್ರೈಮಾಸಿಕ) ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆ. ಒಬ್ಬರು ಕೇವಲ INR 500 ನಲ್ಲಿ SIP ಅನ್ನು ಪ್ರಾರಂಭಿಸಬಹುದು, ಇದು ಹೂಡಿಕೆಯ ಅತ್ಯಂತ ಕೈಗೆಟುಕುವ ಸಾಧನವಾಗಿದೆ. ನೀವು ನಿಯಮಿತರಾಗಿರುವುದರಿಂದಹೂಡಿಕೆದಾರ SIP ಮೂಲಕ, ನೀವು ಸುಲಭವಾಗಿ ದೀರ್ಘಾವಧಿಯ ಉಳಿತಾಯದ ಅಭ್ಯಾಸವನ್ನು ಪಡೆಯಬಹುದು. ಅಲ್ಲದೆ,SIP ಹೂಡಿಕೆ ದೀರ್ಘಾವಧಿಯಲ್ಲಿ, ವಿಶೇಷವಾಗಿ ಲಾಭಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು. ಇದು ಈಕ್ವಿಟಿಯ ಅಪಾಯವನ್ನು ಸಮತೋಲನಗೊಳಿಸುತ್ತದೆಮಾರುಕಟ್ಟೆ ಅಲ್ಲದೆ, ಆದ್ದರಿಂದ ನಿಮಗೆ ಸ್ಥಿರತೆಯನ್ನು ನೀಡುತ್ತದೆಆದಾಯ ಪ್ರಕ್ಷುಬ್ಧ ಮಾರುಕಟ್ಟೆ ಪರಿಸ್ಥಿತಿಗಳಲ್ಲಿಯೂ ಸಹ.
ಅತ್ಯುತ್ತಮ UTI SIP ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ನೀವು ಪಡೆದುಕೊಳ್ಳಬಹುದಾದ SIP ಯ ಕೆಲವು ಪ್ರಮುಖ ಪ್ರಯೋಜನಗಳುಹೂಡಿಕೆ ಯುಟಿಐ ಯೋಜನೆಗಳಲ್ಲಿ:
- ರೂಪಾಯಿ ವೆಚ್ಚ ಸರಾಸರಿ
- ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
- ದೀರ್ಘಾವಧಿಯ ಉಳಿತಾಯದ ಅಭ್ಯಾಸ
- ಮಾರುಕಟ್ಟೆಗೆ ಸಮಯ ತೆಗೆದುಕೊಳ್ಳುವ ಅಗತ್ಯವಿಲ್ಲ
- ಸಾಧಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆಹಣಕಾಸಿನ ಗುರಿಗಳು
SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ಸುಕರಾಗಿರುವ ಹೂಡಿಕೆದಾರರು, ಇಲ್ಲಿ ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ UTI SIPಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಹೂಡಿಕೆ ಮಾಡಲು. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.
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ಹೂಡಿಕೆ ಮಾಡಲು ಅತ್ಯುತ್ತಮ UTI SIP ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved. UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a Below is the key information for UTI Infrastructure Fund Returns up to 1 year are on (Erstwhile UTI Top 100 Fund) The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised. UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a Below is the key information for UTI Core Equity Fund Returns up to 1 year are on (Erstwhile UTI Opportunities Fund) This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change. UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a Below is the key information for UTI Value Opportunities Fund Returns up to 1 year are on (Erstwhile UTI - Dividend Yield Fund) The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised. UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a Below is the key information for UTI Dividend Yield Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on (Erstwhile UTI Pharma & Healthcare Fund) The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors. UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a Below is the key information for UTI Healthcare Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved. UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a Below is the key information for UTI India Lifestyle Fund Returns up to 1 year are on (Erstwhile UTI - MNC Fund) The Funds collected under the scheme shall be invested predominantly in stocks of Multinational Corporations and other liquid stocks. The funds collected under the scheme shall be invested in equities and equity related instruments. The risk profile of investment could be high. UTI MNC Fund is a Equity - Sectoral fund was launched on 29 May 98. It is a fund with Moderately High risk and has given a Below is the key information for UTI MNC Fund Returns up to 1 year are on (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a Below is the key information for UTI Long Term Equity 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 (%) UTI Transportation & Logistics Fund Growth ₹279.81
↑ 0.46 ₹3,873 500 1.5 24.8 50 31.1 27.7 40.1 UTI Infrastructure Fund Growth ₹149.671
↓ -0.73 ₹2,491 500 2.2 23.5 49 24.2 25.2 38.2 UTI Core Equity Fund Growth ₹183.171
↓ -0.42 ₹3,749 500 10.8 28.7 46.5 22.9 26.1 34.4 UTI Value Opportunities Fund Growth ₹173.177
↑ 0.01 ₹10,356 500 10.8 29.8 44.4 19.9 24.7 26.7 UTI Dividend Yield Fund Growth ₹185.258
↓ -0.32 ₹4,371 500 10.9 29.9 48.3 19.4 24.3 35.4 UTI Mid Cap Fund Growth ₹320.069
↑ 0.57 ₹12,400 500 7.6 30.8 38.6 19.3 28.4 30.5 UTI Healthcare Fund Growth ₹284.638
↓ -0.70 ₹1,089 500 20.5 30.9 54.2 18.5 29.2 38.2 UTI India Lifestyle Fund Growth ₹63.8518
↑ 0.31 ₹700 500 11.6 31 44.6 17.5 21.3 23 UTI MNC Fund Growth ₹417.097
↑ 0.20 ₹3,206 500 4.5 22.1 32.5 14.3 18.1 22.6 UTI Long Term Equity Fund Growth ₹217.964
↑ 1.01 ₹4,058 500 7.9 25.1 33.5 14.2 21.7 24.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 24 ಆಸ್ತಿ >= 100 ಕೋಟಿ & ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿಸುತ್ತದೆ.1. UTI Transportation & Logistics Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 19 in Sectoral category. Return for 2023 was 40.1% , 2022 was 14.7% and 2021 was 24.3% . UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (19 Sep 24) ₹279.81 ↑ 0.46 (0.16 %) Net Assets (Cr) ₹3,873 on 31 Jul 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 3.63 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) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,689 31 Aug 21 ₹14,598 31 Aug 22 ₹18,966 31 Aug 23 ₹21,797 31 Aug 24 ₹34,177 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 1.9% 3 Month 1.5% 6 Month 24.8% 1 Year 50% 3 Year 31.1% 5 Year 27.7% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.1% 2022 14.7% 2021 24.3% 2020 11% 2019 -8.7% 2018 -19.5% 2017 39.6% 2016 4.8% 2015 5.7% 2014 104% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 7.95 Yr. Data below for UTI Transportation & Logistics Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Cyclical 77.2% Industrials 16.69% Financial Services 0.73% Asset Allocation
Asset Class Value Cash 5.32% Equity 94.62% Debt 0.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M13% ₹510 Cr 1,818,291 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS11% ₹432 Cr 3,885,379
↓ -429,099 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | 5325009% ₹346 Cr 279,283 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO9% ₹333 Cr 305,802 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | 5052008% ₹289 Cr 582,702 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | 5001826% ₹214 Cr 392,292
↓ -40,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | 5329215% ₹188 Cr 1,267,853
↑ 39,939 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | 5394485% ₹182 Cr 377,639 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5323433% ₹106 Cr 376,693 Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Jan 14 | APOLLOTYRE2% ₹75 Cr 1,525,725 2. UTI Infrastructure Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 28 in Sectoral category. Return for 2023 was 38.2% , 2022 was 8.8% and 2021 was 39.4% . UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (19 Sep 24) ₹149.671 ↓ -0.73 (-0.49 %) Net Assets (Cr) ₹2,491 on 31 Jul 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.25 Sharpe Ratio 3.42 Information Ratio -0.41 Alpha Ratio 9.94 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹9,444 31 Aug 21 ₹15,630 31 Aug 22 ₹16,722 31 Aug 23 ₹19,842 31 Aug 24 ₹30,883 Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.6% 3 Month 2.2% 6 Month 23.5% 1 Year 49% 3 Year 24.2% 5 Year 25.2% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 8.8% 2021 39.4% 2020 3.4% 2019 6.7% 2018 -15.6% 2017 41.4% 2016 4% 2015 -5.5% 2014 60.1% Fund Manager information for UTI Infrastructure Fund
Name Since Tenure Sachin Trivedi 1 Sep 21 3 Yr. Data below for UTI Infrastructure Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Industrials 40.58% Utility 12.47% Communication Services 11.8% Energy 10.8% Basic Materials 6.19% Financial Services 5.9% Consumer Cyclical 4.07% Real Estate 3.02% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.84% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | 53245411% ₹273 Cr 1,718,302 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | 50051010% ₹247 Cr 667,396 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 5325557% ₹174 Cr 4,178,944 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | 5003255% ₹126 Cr 415,725 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO4% ₹109 Cr 96,500 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 5003124% ₹95 Cr 2,886,087
↑ 108,639 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | 5394483% ₹80 Cr 166,085
↑ 16,527 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | 5329213% ₹73 Cr 491,713
↑ 24,578 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 5322153% ₹68 Cr 581,655 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Jun 12 | BHARATFORG2% ₹57 Cr 360,000 3. UTI Core Equity Fund
CAGR/Annualized return of 15% since its launch. Ranked 29 in Large & Mid Cap category. Return for 2023 was 34.4% , 2022 was 4.6% and 2021 was 40.8% . UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (19 Sep 24) ₹183.171 ↓ -0.42 (-0.23 %) Net Assets (Cr) ₹3,749 on 31 Jul 24 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 2.97 Information Ratio 0.07 Alpha Ratio 4.45 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,166 31 Aug 21 ₹16,773 31 Aug 22 ₹17,591 31 Aug 23 ₹20,985 31 Aug 24 ₹31,884 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 4.1% 3 Month 10.8% 6 Month 28.7% 1 Year 46.5% 3 Year 22.9% 5 Year 26.1% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.4% 2022 4.6% 2021 40.8% 2020 12.8% 2019 1.5% 2018 -7.9% 2017 35.2% 2016 3.4% 2015 0.5% 2014 41.7% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 7.3 Yr. Data below for UTI Core Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 31.83% Consumer Cyclical 10.24% Technology 10.18% Basic Materials 8.9% Health Care 8.87% Consumer Defensive 6.16% Communication Services 5.87% Industrials 4.49% Utility 3.91% Energy 2.33% Real Estate 1.74% Asset Allocation
Asset Class Value Cash 4.8% Equity 95.11% Debt 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 5001807% ₹281 Cr 1,715,081
↑ 90,288 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | 5321744% ₹176 Cr 1,434,013 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | 5008754% ₹151 Cr 3,002,100
↑ 163,109 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | 5002093% ₹132 Cr 677,037
↑ 78,813 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 5348162% ₹97 Cr 2,114,376
↑ 53,428 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5002712% ₹96 Cr 892,127
↑ 91,459 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | 5003252% ₹92 Cr 303,876 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Jun 21 | DALBHARAT2% ₹91 Cr 482,921
↑ 55,160 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL2% ₹85 Cr 3,864,089
↑ 780,404 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Aug 21 | 5324662% ₹81 Cr 73,903
↓ -10,942 4. UTI Value Opportunities Fund
CAGR/Annualized return of 16% since its launch. Ranked 82 in Value category. Return for 2023 was 26.7% , 2022 was 4.3% and 2021 was 30.4% . UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (19 Sep 24) ₹173.177 ↑ 0.01 (0.00 %) Net Assets (Cr) ₹10,356 on 31 Jul 24 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.85 Sharpe Ratio 2.61 Information Ratio 0.02 Alpha Ratio 4.15 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Value Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,841 31 Aug 21 ₹17,040 31 Aug 22 ₹17,686 31 Aug 23 ₹19,964 31 Aug 24 ₹29,692 Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 4.2% 3 Month 10.8% 6 Month 29.8% 1 Year 44.4% 3 Year 19.9% 5 Year 24.7% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.7% 2022 4.3% 2021 30.4% 2020 19% 2019 10.4% 2018 -2.4% 2017 29.1% 2016 2.6% 2015 -5.9% 2014 41.2% Fund Manager information for UTI Value Opportunities Fund
Name Since Tenure Amit Premchandani 1 Feb 18 6.58 Yr. Data below for UTI Value Opportunities Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 29.6% Technology 11.49% Consumer Cyclical 11.36% Health Care 9.65% Basic Materials 9.02% Communication Services 6.19% Energy 5.14% Industrials 5.05% Consumer Defensive 3.68% Utility 3.43% Real Estate 1.5% Asset Allocation
Asset Class Value Cash 3.07% Equity 96.75% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5001808% ₹876 Cr 5,350,000
↑ 50,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | 5002095% ₹573 Cr 2,950,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5321745% ₹541 Cr 4,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | 5324543% ₹365 Cr 2,300,000
↓ -100,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322153% ₹306 Cr 2,600,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5002473% ₹303 Cr 1,700,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | TECHM3% ₹299 Cr 1,825,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | 5001123% ₹277 Cr 3,400,000
↑ 125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | 5003252% ₹242 Cr 800,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M2% ₹231 Cr 825,000
↑ 25,000 5. UTI Dividend Yield Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 75 in Dividend Yield category. Return for 2023 was 35.4% , 2022 was -5.3% and 2021 was 38.8% . UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (19 Sep 24) ₹185.258 ↓ -0.32 (-0.17 %) Net Assets (Cr) ₹4,371 on 31 Jul 24 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 2.75 Information Ratio 0.19 Alpha Ratio 6.67 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Dividend Yield Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,607 31 Aug 21 ₹16,935 31 Aug 22 ₹16,521 31 Aug 23 ₹19,174 31 Aug 24 ₹29,858 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.3% 3 Month 10.9% 6 Month 29.9% 1 Year 48.3% 3 Year 19.4% 5 Year 24.3% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 35.4% 2022 -5.3% 2021 38.8% 2020 18.9% 2019 3.3% 2018 0.5% 2017 28.5% 2016 6.1% 2015 -5.1% 2014 41.2% Fund Manager information for UTI Dividend Yield Fund
Name Since Tenure Amit Premchandani 16 Nov 22 1.79 Yr. Data below for UTI Dividend Yield Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 22.64% Technology 15.38% Health Care 9.82% Consumer Defensive 9.15% Consumer Cyclical 9.07% Utility 8.19% Energy 6.9% Industrials 5.75% Basic Materials 5.33% Communication Services 1.07% Asset Allocation
Asset Class Value Cash 6.18% Equity 93.61% Debt 0.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5001807% ₹299 Cr 1,825,000
↑ 25,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | 5002094% ₹185 Cr 950,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | TECHM4% ₹164 Cr 1,000,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS3% ₹123 Cr 270,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | 5008753% ₹120 Cr 2,400,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹119 Cr 425,000
↑ 25,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 05 | 5325553% ₹112 Cr 2,700,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | 5321742% ₹111 Cr 900,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | BAJAJ-AUTO2% ₹109 Cr 100,000
↓ -10,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5002472% ₹107 Cr 600,000 6. UTI Mid Cap Fund
CAGR/Annualized return of 19% since its launch. Ranked 36 in Mid Cap category. Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% . UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (19 Sep 24) ₹320.069 ↑ 0.57 (0.18 %) Net Assets (Cr) ₹12,400 on 31 Jul 24 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 2.42 Information Ratio -1.62 Alpha Ratio -3.48 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹11,685 31 Aug 21 ₹19,811 31 Aug 22 ₹21,096 31 Aug 23 ₹24,869 31 Aug 24 ₹35,378 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 3.3% 3 Month 7.6% 6 Month 30.8% 1 Year 38.6% 3 Year 19.3% 5 Year 28.4% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% 2015 6.6% 2014 90.4% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Ankit Agarwal 30 Aug 19 5.01 Yr. Data below for UTI Mid Cap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Cyclical 19.79% Industrials 18.23% Financial Services 17.7% Health Care 10.85% Technology 10.53% Basic Materials 8.82% Communication Services 3.09% Consumer Defensive 2.27% Real Estate 2.23% Utility 2.17% Energy 2% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.69% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD2% ₹282 Cr 748,769 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹259 Cr 501,036 Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | 5005752% ₹259 Cr 1,482,896 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | BHARATFORG2% ₹257 Cr 1,620,419 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | 5395232% ₹257 Cr 416,587 Oil India Ltd (Energy)
Equity, Since 31 Oct 23 | 5331062% ₹253 Cr 3,415,877
↓ -1,006,354 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹250 Cr 394,800
↑ 30,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | AJANTPHARM2% ₹240 Cr 738,678 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹231 Cr 1,301,859
↓ -200,000 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹229 Cr 336,193
↑ 20,000 7. UTI Healthcare Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 40 in Sectoral category. Return for 2023 was 38.2% , 2022 was -12.3% and 2021 was 19.1% . UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (19 Sep 24) ₹284.638 ↓ -0.70 (-0.25 %) Net Assets (Cr) ₹1,089 on 31 Jul 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.38 Sharpe Ratio 2.12 Information Ratio -0.19 Alpha Ratio 1.22 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹15,187 31 Aug 21 ₹21,541 31 Aug 22 ₹18,810 31 Aug 23 ₹22,922 31 Aug 24 ₹35,670 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 7.1% 3 Month 20.5% 6 Month 30.9% 1 Year 54.2% 3 Year 18.5% 5 Year 29.2% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 -12.3% 2021 19.1% 2020 67.4% 2019 1.2% 2018 -7.5% 2017 6.2% 2016 -9.7% 2015 12.4% 2014 43.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 2.34 Yr. Data below for UTI Healthcare Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Health Care 95.09% Financial Services 1.33% Basic Materials 1.06% Asset Allocation
Asset Class Value Cash 2.41% Equity 97.48% Debt 0.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA11% ₹134 Cr 735,274 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 5000877% ₹78 Cr 469,180 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | AJANTPHARM6% ₹65 Cr 200,000
↓ -35,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY5% ₹61 Cr 87,100 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP4% ₹45 Cr 64,796 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹43 Cr 250,331 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | ERIS4% ₹41 Cr 297,746 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Oct 13 | AUROPHARMA3% ₹39 Cr 250,000
↓ -5,167 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | 5001263% ₹39 Cr 74,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 5328433% ₹35 Cr 634,445 8. UTI India Lifestyle Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 64 in Sectoral category. Return for 2023 was 23% , 2022 was -2.3% and 2021 was 26.4% . UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (19 Sep 24) ₹63.8518 ↑ 0.31 (0.49 %) Net Assets (Cr) ₹700 on 31 Jul 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.51 Sharpe Ratio 2.53 Information Ratio -1.22 Alpha Ratio 1.04 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,963 31 Aug 21 ₹15,734 31 Aug 22 ₹16,948 31 Aug 23 ₹17,699 31 Aug 24 ₹25,430 Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 6.9% 3 Month 11.6% 6 Month 31% 1 Year 44.6% 3 Year 17.5% 5 Year 21.3% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 23% 2022 -2.3% 2021 26.4% 2020 15.2% 2019 5.8% 2018 -2.5% 2017 32.6% 2016 3.2% 2015 -1.9% 2014 32.6% Fund Manager information for UTI India Lifestyle Fund
Name Since Tenure Vishal Chopda 28 Feb 18 6.51 Yr. Data below for UTI India Lifestyle Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Cyclical 36.55% Consumer Defensive 30.33% Communication Services 10.15% Industrials 6.65% Financial Services 5.1% Real Estate 2.28% Basic Materials 2.13% Health Care 1.04% Asset Allocation
Asset Class Value Cash 5.03% Equity 94.77% Debt 0.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT7% ₹50 Cr 70,000
↓ -2,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | 5324546% ₹47 Cr 297,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | 5325006% ₹44 Cr 35,200 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹36 Cr 72,900 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | GODREJCP5% ₹35 Cr 237,600 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | 5008754% ₹32 Cr 645,000
↑ 25,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | NESTLEIND4% ₹28 Cr 110,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M3% ₹23 Cr 82,200 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5001823% ₹23 Cr 41,445 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR3% ₹21 Cr 76,200 9. UTI MNC Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 36 in Sectoral category. Return for 2023 was 22.6% , 2022 was -1.4% and 2021 was 24.1% . UTI MNC Fund
Growth Launch Date 29 May 98 NAV (19 Sep 24) ₹417.097 ↑ 0.20 (0.05 %) Net Assets (Cr) ₹3,206 on 31 Jul 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 2.44 Information Ratio -1.04 Alpha Ratio 3.63 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,894 31 Aug 21 ₹14,853 31 Aug 22 ₹15,495 31 Aug 23 ₹16,871 31 Aug 24 ₹22,653 Returns for UTI MNC Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.8% 3 Month 4.5% 6 Month 22.1% 1 Year 32.5% 3 Year 14.3% 5 Year 18.1% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.6% 2022 -1.4% 2021 24.1% 2020 12.9% 2019 -1.7% 2018 -0.3% 2017 37.3% 2016 -3% 2015 12.7% 2014 62.9% Fund Manager information for UTI MNC Fund
Name Since Tenure Karthikraj Lakshmanan 16 Nov 22 1.79 Yr. Data below for UTI MNC Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Defensive 26.45% Consumer Cyclical 18.55% Industrials 15.88% Health Care 10.99% Financial Services 9.57% Basic Materials 8.92% Technology 4.98% Asset Allocation
Asset Class Value Cash 4.19% Equity 95.34% Debt 0.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 06 | 5325006% ₹186 Cr 150,278 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 5008256% ₹180 Cr 307,749 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 5324785% ₹150 Cr 732,156 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND4% ₹143 Cr 570,000
↑ 60,000 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 13 | WHIRLPOOL4% ₹131 Cr 600,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Mar 13 | UNITDSPR4% ₹128 Cr 870,000 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5001264% ₹125 Cr 240,378
↑ 150 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL4% ₹115 Cr 2,450,000
↑ 300,000 3M India Ltd (Industrials)
Equity, Since 30 Apr 20 | 5233953% ₹100 Cr 27,961 Siemens Ltd (Industrials)
Equity, Since 31 Jan 03 | 5005503% ₹86 Cr 125,000 10. UTI Long Term Equity Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 29 in ELSS category. Return for 2023 was 24.3% , 2022 was -3.5% and 2021 was 33.1% . UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (19 Sep 24) ₹217.964 ↑ 1.01 (0.46 %) Net Assets (Cr) ₹4,058 on 31 Jul 24 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 1.99 Information Ratio -1.2 Alpha Ratio -2.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,940 31 Aug 21 ₹17,390 31 Aug 22 ₹17,660 31 Aug 23 ₹19,124 31 Aug 24 ₹26,234 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 4.3% 3 Month 7.9% 6 Month 25.1% 1 Year 33.5% 3 Year 14.2% 5 Year 21.7% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.3% 2022 -3.5% 2021 33.1% 2020 20.2% 2019 10.4% 2018 -6.5% 2017 33.1% 2016 3.3% 2015 2.6% 2014 40.7% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Vishal Chopda 30 Aug 19 5.01 Yr. Data below for UTI Long Term Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 27.23% Consumer Cyclical 14.76% Technology 10.49% Consumer Defensive 8.84% Industrials 8.06% Health Care 5.94% Basic Materials 5.91% Communication Services 5.72% Utility 4.37% Energy 2.75% Real Estate 2.58% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.63% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5321747% ₹295 Cr 2,403,539
↓ -4,657 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | 5001807% ₹290 Cr 1,768,650
↓ -3,465 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | 5002096% ₹240 Cr 1,232,207
↓ -1,842 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | 5324544% ₹179 Cr 1,123,978 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 5322153% ₹127 Cr 1,084,411 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | 5003253% ₹113 Cr 375,383 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5403763% ₹113 Cr 228,371 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | GODREJCP3% ₹109 Cr 736,080 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | WHIRLPOOL2% ₹95 Cr 435,852 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | 5321872% ₹93 Cr 652,920
↑ 14,624
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!
ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಯುಟಿಐ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
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.
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