ഫിൻകാഷ് »കാനറ റോബെക്കോ മ്യൂച്വൽ ഫണ്ട് »Canara Robeco SIP ഫണ്ടുകൾ
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കാനറ റോബെക്കോഎസ്.ഐ.പി എന്നതാണ് ഏറ്റവും ഫലപ്രദമായ മാർഗംമ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക. SIP അല്ലെങ്കിൽ സിസ്റ്റമാറ്റിക്നിക്ഷേപ പദ്ധതി എ പോലെ പ്രവർത്തിക്കുന്നുആവർത്തന നിക്ഷേപം, ഒരു നിശ്ചിത ഇടവേളയ്ക്കായി നിങ്ങൾ പ്രതിമാസം ഒരു ചെറിയ തുക നിക്ഷേപിക്കേണ്ടതുണ്ട്.
SIP, ഏറ്റവും താങ്ങാനാവുന്ന നിക്ഷേപ രീതിയായതിനാൽ, ഒരാൾക്ക് ആരംഭിക്കാംനിക്ഷേപിക്കുന്നു വെറും INR 500. ഒരു SIP ഉപയോഗിച്ച്, ഒരാൾക്ക് അവരുടെ പ്ലാൻ ചെയ്യാനും കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ പോലെവിരമിക്കൽ ആസൂത്രണം, വിവാഹം, വീട്/കാർ വാങ്ങൽ, ഉന്നത വിദ്യാഭ്യാസം മുതലായവ.
നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർഇക്വിറ്റി ഫണ്ടുകൾ, നിക്ഷേപത്തിന് അനുയോജ്യമായ രീതിയിൽ SIP. അവർ ഇക്വിറ്റിയുടെ അപകടങ്ങളെ സന്തുലിതമാക്കുന്നുവിപണി സ്ഥിരതയുള്ള റിട്ടേണുകൾ നൽകുമെന്ന് ഉറപ്പാക്കുകയും ചെയ്യുക.
ഒരു SIP-യുടെ ചില ഗുണങ്ങൾ ഇവയാണ്:
അതിനാൽ, നിക്ഷേപകർക്ക് താൽപ്പര്യമുണ്ട്ഒരു എസ്ഐപിയിൽ നിക്ഷേപിക്കുക മികച്ച Canara Robeco SIP തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ടുകൾ താഴെ സൂചിപ്പിച്ചിരിക്കുന്നു. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹166.18
↓ -0.50 ₹884 1,000 2.4 38.1 64.3 31.7 32 41.2 Canara Robeco Consumer Trends Fund Growth ₹117.08
↑ 0.44 ₹1,694 1,000 12 29 43.7 20.6 25.4 26.4 Canara Robeco Emerging Equities Growth ₹260.56
↓ -1.11 ₹24,594 1,000 6.8 27.7 40.6 16.8 24.8 24 Canara Robeco Equity Tax Saver Growth ₹181.21
↓ -0.15 ₹8,876 500 8.8 23.3 36.4 15.9 24.3 23.7 Canara Robeco Bluechip Equity Fund Growth ₹63.27
↓ -0.10 ₹14,529 1,000 8.4 19.8 33.3 14.4 21.5 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Sep 24
T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on (Erstwhile Canara Robeco F.O.R.C.E Fund) The objective of the Fund is to provide long - term capital appreciation by
primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no
assurance that the investment objective of the scheme will be realized. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on To generate capital appreciation by primarily investing in diversified
mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on (Erstwhile Canara Robeco Large Cap+ Fund) The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized
return of 16.1% since its launch. Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (18 Sep 24) ₹166.18 ↓ -0.50 (-0.30 %) Net Assets (Cr) ₹884 on 31 Jul 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 3.07 Information Ratio 0 Alpha Ratio 0 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 31 Aug 19 ₹10,000 31 Aug 20 ₹9,995 31 Aug 21 ₹17,130 31 Aug 22 ₹20,320 31 Aug 23 ₹23,794 31 Aug 24 ₹39,888 Returns for Canara Robeco Infrastructure
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Sep 24 Duration Returns 1 Month 3% 3 Month 2.4% 6 Month 38.1% 1 Year 64.3% 3 Year 31.7% 5 Year 32% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% 2015 6.7% 2014 69.9% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 3.19 Yr. Shridatta Bhandwaldar 29 Sep 18 5.93 Yr. Data below for Canara Robeco Infrastructure as on 31 Jul 24
Equity Sector Allocation
Sector Value Industrials 52.82% Utility 9.35% Energy 8.47% Basic Materials 6.58% Financial Services 6.44% Technology 5.43% Communication Services 3.22% Consumer Cyclical 1.85% Real Estate 1.8% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | 5005107% ₹62 Cr 168,401
↑ 4,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325556% ₹50 Cr 1,200,716 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | 5003255% ₹42 Cr 137,500 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | POWERGRID4% ₹33 Cr 977,546 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | PFC4% ₹31 Cr 565,000
↑ 40,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | 5324543% ₹29 Cr 180,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹28 Cr 23,000 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005503% ₹27 Cr 38,550 Voltas Ltd (Industrials)
Equity, Since 31 Mar 24 | 5005753% ₹26 Cr 150,500
↑ 20,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000933% ₹26 Cr 375,000
↑ 20,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized
return of 17.8% since its launch. Ranked 16 in Sectoral
category. Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (18 Sep 24) ₹117.08 ↑ 0.44 (0.38 %) Net Assets (Cr) ₹1,694 on 31 Jul 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 2.42 Information Ratio 0 Alpha Ratio 0 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 31 Aug 19 ₹10,000 31 Aug 20 ₹10,914 31 Aug 21 ₹17,033 31 Aug 22 ₹18,844 31 Aug 23 ₹20,885 31 Aug 24 ₹29,900 Returns for Canara Robeco Consumer Trends Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Sep 24 Duration Returns 1 Month 7.8% 3 Month 12% 6 Month 29% 1 Year 43.7% 3 Year 20.6% 5 Year 25.4% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.4% 2022 6.1% 2021 30.2% 2020 20.5% 2019 12.8% 2018 2% 2017 41% 2016 3.4% 2015 1.8% 2014 56.3% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.92 Yr. Ennette Fernandes 1 Oct 21 2.92 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.65% Financial Services 26.95% Consumer Defensive 21.21% Industrials 8.93% Communication Services 5.68% Health Care 2.31% Asset Allocation
Asset Class Value Cash 3.27% Equity 96.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | 5008756% ₹107 Cr 2,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | 5324545% ₹80 Cr 503,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5001804% ₹74 Cr 452,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹69 Cr 2,750,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT4% ₹64 Cr 90,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | BAJAJ-AUTO3% ₹54 Cr 49,390 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | GODREJCP3% ₹52 Cr 350,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | 5324783% ₹48 Cr 232,000 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 5000963% ₹47 Cr 735,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 21 | 5175693% ₹47 Cr 101,500 3. Canara Robeco Emerging Equities
CAGR/Annualized
return of 18.2% since its launch. Ranked 10 in Large & Mid Cap
category. Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (18 Sep 24) ₹260.56 ↓ -1.11 (-0.42 %) Net Assets (Cr) ₹24,594 on 31 Jul 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 2.35 Information Ratio -1.19 Alpha Ratio -0.78 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 31 Aug 19 ₹10,000 31 Aug 20 ₹11,464 31 Aug 21 ₹18,349 31 Aug 22 ₹19,043 31 Aug 23 ₹20,989 31 Aug 24 ₹29,915 Returns for Canara Robeco Emerging Equities
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Sep 24 Duration Returns 1 Month 4% 3 Month 6.8% 6 Month 27.7% 1 Year 40.6% 3 Year 16.8% 5 Year 24.8% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 2022 -1.6% 2021 37% 2020 24.5% 2019 8.7% 2018 -9.3% 2017 52.1% 2016 2.6% 2015 13.1% 2014 96% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.92 Yr. Amit Nadekar 28 Aug 23 1.01 Yr. Data below for Canara Robeco Emerging Equities as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.87% Financial Services 18.55% Industrials 12.89% Technology 9.13% Health Care 8.85% Basic Materials 7.55% Communication Services 3.02% Consumer Defensive 2.84% Utility 1.5% Real Estate 0.7% Asset Allocation
Asset Class Value Cash 2.11% Equity 97.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5321747% ₹1,777 Cr 14,453,623
↑ 348,015 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 5325394% ₹1,123 Cr 9,564,733
↓ -163,391 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008504% ₹1,119 Cr 17,283,609
↑ 1,143,222 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹1,093 Cr 36,514,127
↑ 1,548,195 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT4% ₹1,011 Cr 1,411,809
↓ -342,394 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹1,006 Cr 5,540,754
↑ 84,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5112434% ₹880 Cr 6,046,951
↑ 192,992 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON3% ₹858 Cr 651,281
↑ 59,168 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹798 Cr 2,837,796
↓ -186,548 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK2% ₹598 Cr 30,689,349
↑ 3,633,123 4. Canara Robeco Equity Tax Saver
CAGR/Annualized
return of 20.4% since its launch. Ranked 36 in ELSS
category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (18 Sep 24) ₹181.21 ↓ -0.15 (-0.08 %) Net Assets (Cr) ₹8,876 on 31 Jul 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.25 Information Ratio -0.9 Alpha Ratio -0.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹11,227 31 Aug 21 ₹18,362 31 Aug 22 ₹18,971 31 Aug 23 ₹20,685 31 Aug 24 ₹28,891 Returns for Canara Robeco Equity Tax Saver
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Sep 24 Duration Returns 1 Month 4.7% 3 Month 8.8% 6 Month 23.3% 1 Year 36.4% 3 Year 15.9% 5 Year 24.3% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 3.19 Yr. Shridatta Bhandwaldar 1 Oct 19 4.92 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 26.68% Consumer Cyclical 13.92% Industrials 11.27% Technology 11.09% Basic Materials 6.77% Consumer Defensive 6.74% Energy 6.34% Health Care 5.89% Communication Services 3.71% Utility 2.6% Real Estate 1.07% Asset Allocation
Asset Class Value Cash 3.93% Equity 96.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | 5001806% ₹514 Cr 3,137,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5321746% ₹507 Cr 4,126,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | 5003255% ₹432 Cr 1,431,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | 5002095% ₹430 Cr 2,211,310 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | 5324543% ₹284 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | 5005103% ₹255 Cr 689,369 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹235 Cr 5,650,988 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹223 Cr 490,073 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | 5001122% ₹203 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹180 Cr 1,528,000 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized
return of 14% since its launch. Ranked 52 in Large Cap
category. Return for 2023 was 22.2% , 2022 was 0.8% and 2021 was 24.5% . Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (18 Sep 24) ₹63.27 ↓ -0.10 (-0.16 %) Net Assets (Cr) ₹14,529 on 31 Jul 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 2.07 Information Ratio -1 Alpha Ratio 1.54 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 31 Aug 19 ₹10,000 31 Aug 20 ₹11,340 31 Aug 21 ₹17,084 31 Aug 22 ₹17,175 31 Aug 23 ₹18,912 31 Aug 24 ₹25,918 Returns for Canara Robeco Bluechip Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Sep 24 Duration Returns 1 Month 4% 3 Month 8.4% 6 Month 19.8% 1 Year 33.3% 3 Year 14.4% 5 Year 21.5% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.2% 2022 0.8% 2021 24.5% 2020 23.1% 2019 15.7% 2018 3.4% 2017 31.4% 2016 1.9% 2015 -0.5% 2014 35.9% Fund Manager information for Canara Robeco Bluechip Equity Fund
Name Since Tenure Vishal Mishra 1 Jun 21 3.25 Yr. Shridatta Bhandwaldar 5 Jul 16 8.16 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 28.78% Consumer Cyclical 11.75% Technology 11.29% Industrials 9.56% Health Care 9.34% Consumer Defensive 7.12% Energy 6.04% Communication Services 5.01% Basic Materials 4.69% Utility 2.81% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | 5001808% ₹1,149 Cr 7,021,256
↑ 350,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 5321748% ₹1,125 Cr 9,155,600
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | 5003255% ₹807 Cr 2,673,250
↓ -50,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | 5002095% ₹778 Cr 4,004,142 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | 5324544% ₹629 Cr 3,960,316 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | 5005104% ₹551 Cr 1,485,992 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS3% ₹484 Cr 1,063,055 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | 5001123% ₹438 Cr 5,375,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹418 Cr 10,050,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO3% ₹409 Cr 361,652
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
എസ്ഐപി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്ഐപി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ എണ്ണം, പ്രതീക്ഷിച്ചത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!
നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-
പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ
നിക്ഷേപ കാലയളവ്: 10 വർഷം
നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ
ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%
അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ
മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)
നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000
) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ
, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ
. അത് ഗംഭീരമല്ലേ!
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
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