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ഫിൻകാഷ് »കാനറ റോബെക്കോ മ്യൂച്വൽ ഫണ്ട് »Canara Robeco SIP ഫണ്ടുകൾ
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5 മികച്ച Canara Robeco SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
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.
കാനറ റോബെക്കോ എസ്ഐപി ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
ഒരു SIP-യുടെ ചില ഗുണങ്ങൾ ഇവയാണ്:
- രൂപയുടെ ശരാശരി ചെലവ്
- സംയുക്തത്തിന്റെ ശക്തി
- ദീർഘകാല സമ്പാദ്യശീലം
- വഴക്കമുള്ളതും താങ്ങാനാവുന്നതും
- മാർക്കറ്റ് സമയമെടുക്കേണ്ടതില്ല
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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ഇക്വിറ്റികൾക്കായുള്ള കാനറ റോബെക്കോയുടെ മികച്ച SIP മ്യൂച്വൽ ഫണ്ട്
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹158.51
↓ -0.81 ₹848 1,000 -3.4 3.8 53.6 29.8 28.8 41.2 Canara Robeco Consumer Trends Fund Growth ₹107.89
↓ -0.16 ₹1,747 1,000 -4.5 9 28.5 18.2 20.4 26.4 Canara Robeco Emerging Equities Growth ₹251.05
↓ -1.99 ₹24,108 1,000 -2.2 11.1 34.6 16.3 21.2 24 Canara Robeco Equity Tax Saver Growth ₹172.43
↓ -1.44 ₹8,791 500 -3 8 28.8 14.9 20.5 23.7 Canara Robeco Bluechip Equity Fund Growth ₹60.55
↓ -0.76 ₹14,581 1,000 -2.7 7.8 28.6 14.1 17.6 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 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 15.7% 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 (28 Nov 24) ₹158.51 ↓ -0.81 (-0.51 %) Net Assets (Cr) ₹848 on 31 Oct 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 2.54 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 Oct 19 ₹10,000 31 Oct 20 ₹9,008 31 Oct 21 ₹16,390 31 Oct 22 ₹18,486 31 Oct 23 ₹21,810 31 Oct 24 ₹35,302 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24 Duration Returns 1 Month 1.5% 3 Month -3.4% 6 Month 3.8% 1 Year 53.6% 3 Year 29.8% 5 Year 28.8% 10 Year 15 Year Since launch 15.7% 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 3.35 Yr. Shridatta Bhandwaldar 29 Sep 18 6.09 Yr. Data below for Canara Robeco Infrastructure as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 47.56% Utility 12.52% Energy 8.52% Technology 7.58% Financial Services 6.13% Basic Materials 5.74% Communication Services 3.16% Real Estate 1.74% Consumer Cyclical 1.68% Asset Allocation
Asset Class Value Cash 5.38% Equity 94.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325555% ₹46 Cr 1,131,666
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT5% ₹45 Cr 123,401
↓ -20,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹33 Cr 244,750 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹31 Cr 977,546 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA4% ₹30 Cr 21,500
↓ -1,500 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹29 Cr 650,000
↑ 250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL3% ₹27 Cr 166,100 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN3% ₹26 Cr 320,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹26 Cr 565,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON3% ₹25 Cr 17,450
↑ 2,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized return of 16.9% 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 (28 Nov 24) ₹107.89 ↓ -0.16 (-0.15 %) Net Assets (Cr) ₹1,747 on 31 Oct 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 1.97 Information Ratio 0.63 Alpha Ratio 6.16 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 31 Oct 19 ₹10,000 31 Oct 20 ₹10,093 31 Oct 21 ₹15,629 31 Oct 22 ₹16,963 31 Oct 23 ₹18,431 31 Oct 24 ₹25,534 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24 Duration Returns 1 Month -1% 3 Month -4.5% 6 Month 9% 1 Year 28.5% 3 Year 18.2% 5 Year 20.4% 10 Year 15 Year Since launch 16.9% 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 5.09 Yr. Ennette Fernandes 1 Oct 21 3.09 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Consumer Cyclical 29.96% Financial Services 29.71% Consumer Defensive 19.29% Industrials 8.11% Communication Services 6.06% Health Care 2.38% Asset Allocation
Asset Class Value Cash 4.5% Equity 95.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC6% ₹104 Cr 2,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹81 Cr 503,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK4% ₹78 Cr 452,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹66 Cr 2,750,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5002514% ₹64 Cr 90,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK3% ₹57 Cr 442,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5329773% ₹49 Cr 49,390 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹45 Cr 350,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹45 Cr 750,000
↑ 75,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UNITDSPR2% ₹43 Cr 300,000 3. Canara Robeco Emerging Equities
CAGR/Annualized return of 17.8% 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 (28 Nov 24) ₹251.05 ↓ -1.99 (-0.79 %) Net Assets (Cr) ₹24,108 on 31 Oct 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 2.16 Information Ratio -0.86 Alpha Ratio 4.41 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 Oct 19 ₹10,000 31 Oct 20 ₹10,722 31 Oct 21 ₹17,309 31 Oct 22 ₹17,557 31 Oct 23 ₹18,680 31 Oct 24 ₹26,236 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24 Duration Returns 1 Month 2.2% 3 Month -2.2% 6 Month 11.1% 1 Year 34.6% 3 Year 16.3% 5 Year 21.2% 10 Year 15 Year Since launch 17.8% 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 5.09 Yr. Amit Nadekar 28 Aug 23 1.18 Yr. Data below for Canara Robeco Emerging Equities as on 31 Oct 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.89% Financial Services 19.53% Industrials 13.13% Technology 9.11% Health Care 8.48% Basic Materials 7.36% Consumer Defensive 3.31% Communication Services 2.33% Utility 2.13% Real Estate 0.8% Asset Allocation
Asset Class Value Cash 1.93% Equity 98.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,698 Cr 13,141,765
↓ -1,511,858 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008505% ₹1,146 Cr 16,938,108
↑ 301,566 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹1,080 Cr 37,908,293
↑ 94,166 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002514% ₹1,066 Cr 1,495,576
↑ 83,767 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹951 Cr 9,676,216
↑ 121,075 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON4% ₹915 Cr 650,661
↓ -18,268 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH3% ₹815 Cr 5,846,830
↑ 115,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN3% ₹786 Cr 6,177,332
↑ 199,694 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹743 Cr 2,980,739
↑ 168,866 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹639 Cr 26,424,287
↑ 2,053,475 4. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 19.7% 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 (28 Nov 24) ₹172.43 ↓ -1.44 (-0.83 %) Net Assets (Cr) ₹8,791 on 31 Oct 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.17 Information Ratio -0.55 Alpha Ratio 3.98 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,944 31 Oct 21 ₹17,411 31 Oct 22 ₹17,614 31 Oct 23 ₹18,822 31 Oct 24 ₹25,753 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24 Duration Returns 1 Month -0.1% 3 Month -3% 6 Month 8% 1 Year 28.8% 3 Year 14.9% 5 Year 20.5% 10 Year 15 Year Since launch 19.7% 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 3.35 Yr. Shridatta Bhandwaldar 1 Oct 19 5.09 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 27.3% Consumer Cyclical 14.45% Industrials 10.64% Technology 9.09% Basic Materials 6.63% Health Care 6.53% Consumer Defensive 6.47% Energy 5.56% Communication Services 3.89% Utility 3.62% Real Estate 1.3% Asset Allocation
Asset Class Value Cash 4.53% Equity 95.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹588 Cr 3,387,584
↑ 250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹559 Cr 4,326,000
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹371 Cr 2,111,310 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹315 Cr 2,362,000
↓ -500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹289 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹232 Cr 639,369
↓ -50,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹231 Cr 5,650,988 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹205 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹177 Cr 1,528,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹165 Cr 415,073 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized return of 13.4% 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 (28 Nov 24) ₹60.55 ↓ -0.76 (-1.24 %) Net Assets (Cr) ₹14,581 on 31 Oct 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 1.96 Information Ratio -0.53 Alpha Ratio 3.45 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 Oct 19 ₹10,000 31 Oct 20 ₹10,603 31 Oct 21 ₹15,922 31 Oct 22 ₹15,948 31 Oct 23 ₹17,079 31 Oct 24 ₹22,819 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24 Duration Returns 1 Month -0.2% 3 Month -2.7% 6 Month 7.8% 1 Year 28.6% 3 Year 14.1% 5 Year 17.6% 10 Year 15 Year Since launch 13.4% 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 3.42 Yr. Shridatta Bhandwaldar 5 Jul 16 8.33 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 30.05% Consumer Cyclical 10.98% Technology 10.58% Health Care 8.91% Industrials 8.9% Consumer Defensive 7.97% Energy 5.31% Communication Services 5% Basic Materials 4.53% Utility 3.66% Real Estate 0.43% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK9% ₹1,272 Cr 7,326,256
↑ 230,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,200 Cr 9,285,600 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY5% ₹721 Cr 4,104,142
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE5% ₹695 Cr 5,216,500
↓ -130,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹623 Cr 3,860,316
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹515 Cr 1,420,992 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹457 Cr 5,575,000
↑ 200,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC3% ₹430 Cr 8,800,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325383% ₹389 Cr 351,652
↓ -10,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹382 Cr 9,350,000
SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
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!
Canara Robeco SIP ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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