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Table of Contents
- DSPBR SIP ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
- ഇക്വിറ്റികൾക്കായി DSP ബ്ലാക്ക്‌റോക്കിന്റെ മികച്ച SIP മ്യൂച്വൽ ഫണ്ട്
- SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
- DSP BlackRock MF ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Top 10 Funds
- DSP BlackRock India T.I.G.E.R Fund
- DSP BlackRock Equity Opportunities Fund
- DSP BlackRock Small Cap Fund
- DSP BlackRock Tax Saver Fund
- DSP BlackRock US Flexible Equity Fund
- DSP BlackRock Natural Resources and New Energy Fund
- DSP BlackRock TOP 100 Equity
- DSP BlackRock World Gold Fund
- DSP BlackRock Focus Fund
- DSP BlackRock Midcap Fund
10 മികച്ച DSP BlackRock SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
ഡിഎസ്പി ബ്ലാക്ക് റോക്ക് എസ്.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.
DSPBR SIP 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 DSP BlackRock SIP തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ടുകൾ താഴെ സൂചിപ്പിച്ചിരിക്കുന്നു. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.
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ഇക്വിറ്റികൾക്കായി DSP ബ്ലാക്ക്‌റോക്കിന്റെ മികച്ച SIP മ്യൂച്വൽ ഫണ്ട്
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) DSP BlackRock India T.I.G.E.R Fund Growth ₹283.406
↓ -3.92 ₹5,454 500 -14.3 -15.2 10.4 25.3 25 32.4 DSP BlackRock Equity Opportunities Fund Growth ₹569.659
↓ -7.69 ₹13,983 500 -6.1 -6.3 13.6 16.8 18.8 23.9 DSP BlackRock Small Cap Fund Growth ₹178.172
↓ -3.50 ₹16,634 500 -10 -8.3 8.9 16.6 25.4 25.6 DSP BlackRock Tax Saver Fund Growth ₹128.788
↓ -1.54 ₹16,610 500 -5.8 -5.3 14.5 15.9 19.7 23.9 DSP BlackRock US Flexible Equity Fund Growth ₹62.0323
↑ 0.09 ₹867 500 9.1 18.5 22.7 15.2 16.9 17.8 DSP BlackRock Natural Resources and New Energy Fund Growth ₹83.149
↑ 0.71 ₹1,212 500 -9.8 -11.3 1.8 15.1 21.8 13.9 DSP BlackRock TOP 100 Equity Growth ₹441.537
↓ -4.58 ₹4,504 500 -3.6 -2.8 16.8 14.9 14.1 20.5 DSP BlackRock World Gold Fund Growth ₹24.7177
↑ 0.33 ₹947 500 11.5 26 61.8 14.3 11.3 15.9 DSP BlackRock Focus Fund Growth ₹50.537
↓ -0.87 ₹2,482 500 -5.1 -3.2 13 14.1 14.3 18.5 DSP BlackRock Midcap Fund Growth ₹132.812
↓ -2.21 ₹19,297 500 -8.4 -8.6 11.4 13.8 16.9 22.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 25
To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a Below is the key information for DSP BlackRock India T.I.G.E.R Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Opportunities 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 large and midcap 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 Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Equity Opportunities 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 The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Tax Saver Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a Below is the key information for DSP BlackRock US Flexible Equity Fund Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a Below is the key information for DSP BlackRock Natural Resources and New Energy Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock TOP 100 Equity Returns up to 1 year are on "The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Gold Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Focus Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Small and Mid 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 midcap 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 Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Midcap Fund Returns up to 1 year are on 1. DSP BlackRock India T.I.G.E.R Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 12 in Sectoral category. Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% . DSP BlackRock India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (10 Feb 25) ₹283.406 ↓ -3.92 (-1.36 %) Net Assets (Cr) ₹5,454 on 31 Dec 24 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 1.5 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,312 31 Jan 22 ₹15,497 31 Jan 23 ₹17,340 31 Jan 24 ₹27,320 31 Jan 25 ₹31,163 Returns for DSP BlackRock India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -7.3% 3 Month -14.3% 6 Month -15.2% 1 Year 10.4% 3 Year 25.3% 5 Year 25% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.4% 2022 49% 2021 13.9% 2020 51.6% 2019 2.7% 2018 6.7% 2017 -17.2% 2016 47% 2015 4.1% 2014 0.7% Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 14.63 Yr. Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Industrials 43.51% Basic Materials 15.98% Consumer Cyclical 8.86% Utility 6.5% Energy 5.52% Financial Services 4.7% Technology 3.54% Communication Services 3.23% Consumer Defensive 1.54% Health Care 1.45% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 3.94% Equity 96.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹269 Cr 8,078,568 Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 5005504% ₹241 Cr 369,482 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹213 Cr 591,385 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹172 Cr 1,080,606 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL3% ₹163 Cr 1,253,711 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹154 Cr 1,502,475 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB3% ₹148 Cr 204,150 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹128 Cr 3,321,453 Avalon Technologies Ltd (Technology)
Equity, Since 30 Sep 24 | AVALON2% ₹127 Cr 1,316,308 KEC International Ltd (Industrials)
Equity, Since 30 Sep 22 | 5327142% ₹111 Cr 924,629 2. DSP BlackRock Equity Opportunities Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 4 in Large & Mid Cap category. Return for 2024 was 23.9% , 2023 was 32.5% and 2022 was 4.4% . DSP BlackRock Equity Opportunities Fund
Growth Launch Date 16 May 00 NAV (10 Feb 25) ₹569.659 ↓ -7.69 (-1.33 %) Net Assets (Cr) ₹13,983 on 31 Dec 24 Category Equity - Large & Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.17 Information Ratio 0.42 Alpha Ratio 3.59 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,215 31 Jan 22 ₹14,818 31 Jan 23 ₹15,080 31 Jan 24 ₹20,634 31 Jan 25 ₹23,960 Returns for DSP BlackRock Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -2.5% 3 Month -6.1% 6 Month -6.3% 1 Year 13.6% 3 Year 16.8% 5 Year 18.8% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 32.5% 2021 4.4% 2020 31.2% 2019 14.2% 2018 11.4% 2017 -9.2% 2016 40.1% 2015 11.2% 2014 6.1% Fund Manager information for DSP BlackRock Equity Opportunities Fund
Name Since Tenure Rohit Singhania 1 Jun 15 9.68 Yr. Data below for DSP BlackRock Equity Opportunities Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 30.96% Consumer Cyclical 10.95% Basic Materials 10.43% Health Care 10.36% Technology 7.5% Industrials 7.16% Energy 5.94% Utility 4.56% Consumer Defensive 3.89% Communication Services 3.07% Real Estate 1.09% Asset Allocation
Asset Class Value Cash 4.08% Equity 95.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK5% ₹688 Cr 5,367,251
↓ -571,712 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK5% ₹683 Cr 3,850,151
↓ -846,138 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5322153% ₹488 Cr 4,587,660
↑ 721,539 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹447 Cr 2,502,633
↑ 280,160 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹365 Cr 4,586,748
↓ -616,947 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | 5244942% ₹322 Cr 1,901,164
↑ 137,407 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY2% ₹322 Cr 1,714,083 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO2% ₹305 Cr 7,467,770
↑ 141,879 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹301 Cr 999,521 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 21 | HCLTECH2% ₹287 Cr 1,497,647 3. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (10 Feb 25) ₹178.172 ↓ -3.50 (-1.92 %) Net Assets (Cr) ₹16,634 on 31 Dec 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.09 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 31 Jan 20 ₹10,000 31 Jan 21 ₹12,249 31 Jan 22 ₹19,631 31 Jan 23 ₹19,487 31 Jan 24 ₹28,654 31 Jan 25 ₹31,355 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -7.4% 3 Month -10% 6 Month -8.3% 1 Year 8.9% 3 Year 16.6% 5 Year 25.4% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% 2014 20.4% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.63 Yr. Resham Jain 16 Mar 18 6.89 Yr. Data below for DSP BlackRock Small Cap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.19% Basic Materials 20% Industrials 17.18% Health Care 8.21% Consumer Defensive 7.69% Technology 3.87% Financial Services 3.79% Communication Services 0.92% Utility 0.17% Asset Allocation
Asset Class Value Cash 5.99% Equity 94.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹653 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹553 Cr 1,586,315
↓ -175,035 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹529 Cr 6,500,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹463 Cr 3,638,348
↑ 17,379 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT3% ₹450 Cr 2,447,699
↑ 347,699 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹425 Cr 9,260,495 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230253% ₹424 Cr 1,629,601 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹414 Cr 9,143,737 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹402 Cr 9,587,705
↓ -35,413 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH2% ₹397 Cr 6,150,000 4. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 15.2% since its launch. Ranked 12 in ELSS category. Return for 2024 was 23.9% , 2023 was 30% and 2022 was 4.5% . DSP BlackRock Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (10 Feb 25) ₹128.788 ↓ -1.54 (-1.18 %) Net Assets (Cr) ₹16,610 on 31 Dec 24 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 1.24 Information Ratio 0.97 Alpha Ratio 6.14 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹11,420 31 Jan 22 ₹15,732 31 Jan 23 ₹15,872 31 Jan 24 ₹21,391 31 Jan 25 ₹24,971 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -1.8% 3 Month -5.8% 6 Month -5.3% 1 Year 14.5% 3 Year 15.9% 5 Year 19.7% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 30% 2021 4.5% 2020 35.1% 2019 15% 2018 14.8% 2017 -7.6% 2016 36.3% 2015 11.3% 2014 4.4% Fund Manager information for DSP BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 9.56 Yr. Data below for DSP BlackRock Tax Saver Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 34.82% Consumer Cyclical 10.33% Health Care 9.59% Basic Materials 8.6% Technology 8.12% Industrials 7.71% Consumer Defensive 4.82% Communication Services 4.18% Utility 4.17% Energy 3.89% Asset Allocation
Asset Class Value Cash 3.77% Equity 96.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK8% ₹1,349 Cr 7,610,106
↓ -1,244,924 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹1,060 Cr 8,269,690
↓ -1,006,309 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322154% ₹637 Cr 5,986,852
↑ 864,890 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY4% ₹632 Cr 3,360,017 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹566 Cr 7,124,570
↓ -740,167 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹559 Cr 3,131,648
↑ 335,521 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M3% ₹445 Cr 1,480,193 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH3% ₹435 Cr 2,270,114 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL2% ₹400 Cr 2,517,085
↑ 272,726 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT2% ₹380 Cr 1,052,137
↓ -17,320 5. DSP BlackRock US Flexible Equity Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (07 Feb 25) ₹62.0323 ↑ 0.09 (0.14 %) Net Assets (Cr) ₹867 on 31 Dec 24 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.54 Sharpe Ratio 1.32 Information Ratio -0.5 Alpha Ratio -0.77 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 31 Jan 20 ₹10,000 31 Jan 21 ₹12,429 31 Jan 22 ₹14,551 31 Jan 23 ₹15,088 31 Jan 24 ₹17,967 31 Jan 25 ₹21,879 Returns for DSP BlackRock US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month 6.1% 3 Month 9.1% 6 Month 18.5% 1 Year 22.7% 3 Year 15.2% 5 Year 16.9% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.8% 2022 22% 2021 -5.9% 2020 24.2% 2019 22.6% 2018 27.5% 2017 -1.1% 2016 15.5% 2015 9.8% 2014 2.5% Fund Manager information for DSP BlackRock US Flexible Equity Fund
Name Since Tenure Jay Kothari 1 Mar 13 11.93 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Technology 36.36% Financial Services 13.92% Health Care 13.9% Communication Services 10.85% Consumer Cyclical 7.36% Industrials 5.84% Energy 3.74% Basic Materials 3.49% Real Estate 1.72% Asset Allocation
Asset Class Value Cash 2.79% Equity 97.18% Debt 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -99% ₹856 Cr 2,085,707 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹13 Cr Net Receivables/Payables
Net Current Assets | -0% -₹2 Cr 6. DSP BlackRock Natural Resources and New Energy Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 13.9% , 2023 was 31.2% and 2022 was 9.8% . DSP BlackRock Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (07 Feb 25) ₹83.149 ↑ 0.71 (0.86 %) Net Assets (Cr) ₹1,212 on 31 Dec 24 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.5 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,915 31 Jan 22 ₹17,532 31 Jan 23 ₹19,239 31 Jan 24 ₹25,912 31 Jan 25 ₹27,553 Returns for DSP BlackRock Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -3% 3 Month -9.8% 6 Month -11.3% 1 Year 1.8% 3 Year 15.1% 5 Year 21.8% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 13.9% 2022 31.2% 2021 9.8% 2020 42.8% 2019 11.5% 2018 4.4% 2017 -15.3% 2016 43.1% 2015 43.1% 2014 -1.7% Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 12.6 Yr. Data below for DSP BlackRock Natural Resources and New Energy Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Basic Materials 42.04% Energy 37.53% Utility 11.47% Industrials 2.27% Technology 1.76% Consumer Cyclical 0.04% Asset Allocation
Asset Class Value Cash 4.89% Equity 95.11% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO8% ₹99 Cr 1,640,492 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5322868% ₹98 Cr 1,049,972 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA7% ₹85 Cr 2,216,109 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 5322347% ₹80 Cr 3,788,525
↓ -150,889 BGF Sustainable Energy I2
Investment Fund | -6% ₹69 Cr 443,474 BGF World Energy I2
Investment Fund | -6% ₹69 Cr 282,831 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 5263716% ₹67 Cr 10,156,488 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003125% ₹65 Cr 2,722,768
↑ 494,753 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 5005475% ₹57 Cr 1,959,507
↑ 309,406 GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 5321555% ₹57 Cr 2,961,798 7. DSP BlackRock TOP 100 Equity
CAGR/Annualized return of 18.9% since its launch. Ranked 60 in Large Cap category. Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% . DSP BlackRock TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (10 Feb 25) ₹441.537 ↓ -4.58 (-1.03 %) Net Assets (Cr) ₹4,504 on 31 Dec 24 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 1.12 Information Ratio 0.4 Alpha Ratio 6.58 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,627 31 Jan 22 ₹12,756 31 Jan 23 ₹12,933 31 Jan 24 ₹16,662 31 Jan 25 ₹19,678 Returns for DSP BlackRock TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -0.2% 3 Month -3.6% 6 Month -2.8% 1 Year 16.8% 3 Year 14.9% 5 Year 14.1% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.5% 2022 26.6% 2021 1.4% 2020 19.5% 2019 7.5% 2018 14.8% 2017 -2.7% 2016 26.5% 2015 4.9% 2014 -2.3% Fund Manager information for DSP BlackRock TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 2.67 Yr. Data below for DSP BlackRock TOP 100 Equity as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 43.78% Consumer Cyclical 14.18% Health Care 10.3% Technology 6.96% Consumer Defensive 5.67% Utility 3.29% Basic Materials 2.73% Energy 2.38% Communication Services 1.33% Industrials 0.66% Asset Allocation
Asset Class Value Cash 8.73% Equity 91.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK10% ₹434 Cr 2,446,354 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK9% ₹426 Cr 3,325,610
↓ -73,895 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M6% ₹260 Cr 863,416 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹255 Cr 5,282,635 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5000345% ₹234 Cr 343,431 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000874% ₹190 Cr 1,244,766
↑ 348,441 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322154% ₹189 Cr 1,770,802 State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN4% ₹188 Cr 2,369,151 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹170 Cr 1,224,579
↑ 81,838 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK4% ₹159 Cr 889,249 8. DSP BlackRock World Gold Fund
CAGR/Annualized return of 5.3% since its launch. Ranked 11 in Global category. Return for 2024 was 15.9% , 2023 was 7% and 2022 was -7.7% . DSP BlackRock World Gold Fund
Growth Launch Date 14 Sep 07 NAV (07 Feb 25) ₹24.7177 ↑ 0.33 (1.34 %) Net Assets (Cr) ₹947 on 31 Dec 24 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.35 Sharpe Ratio 0.41 Information Ratio -0.29 Alpha Ratio 3.62 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 31 Jan 20 ₹10,000 31 Jan 21 ₹12,564 31 Jan 22 ₹11,065 31 Jan 23 ₹11,837 31 Jan 24 ₹10,700 31 Jan 25 ₹15,766 Returns for DSP BlackRock World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month 18.6% 3 Month 11.5% 6 Month 26% 1 Year 61.8% 3 Year 14.3% 5 Year 11.3% 10 Year 15 Year Since launch 5.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% 2014 -18.5% Fund Manager information for DSP BlackRock World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 11.93 Yr. Data below for DSP BlackRock World Gold Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Basic Materials 93.34% Asset Allocation
Asset Class Value Cash 2.73% Equity 93.37% Debt 0.03% Other 3.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -81% ₹771 Cr 1,999,942
↓ -40,244 VanEck Gold Miners ETF
- | GDX18% ₹167 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹18 Cr Net Receivables/Payables
Net Current Assets | -1% -₹8 Cr 9. DSP BlackRock Focus Fund
CAGR/Annualized return of 11.7% since its launch. Ranked 27 in Focused category. Return for 2024 was 18.5% , 2023 was 34.2% and 2022 was -4.5% . DSP BlackRock Focus Fund
Growth Launch Date 10 Jun 10 NAV (10 Feb 25) ₹50.537 ↓ -0.87 (-1.69 %) Net Assets (Cr) ₹2,482 on 31 Dec 24 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.89 Information Ratio -0.08 Alpha Ratio 2.02 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,870 31 Jan 22 ₹13,187 31 Jan 23 ₹12,555 31 Jan 24 ₹17,096 31 Jan 25 ₹19,524 Returns for DSP BlackRock Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -1.7% 3 Month -5.1% 6 Month -3.2% 1 Year 13% 3 Year 14.1% 5 Year 14.3% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.5% 2022 34.2% 2021 -4.5% 2020 22.3% 2019 9% 2018 18% 2017 -5.6% 2016 29.2% 2015 6.1% 2014 2% Fund Manager information for DSP BlackRock Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 4.67 Yr. Bhavin Gandhi 1 Feb 24 1 Yr. Data below for DSP BlackRock Focus Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 28.89% Health Care 12.73% Technology 11.44% Basic Materials 9.95% Consumer Cyclical 9.22% Industrials 7.21% Energy 3.72% Real Estate 3.68% Consumer Defensive 2.69% Utility 2.13% Asset Allocation
Asset Class Value Cash 8.34% Equity 91.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000346% ₹151 Cr 221,914 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹147 Cr 1,148,242 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244945% ₹128 Cr 753,714 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE5% ₹125 Cr 129,453
↓ -14,081 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹120 Cr 677,687 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY4% ₹95 Cr 507,785 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322154% ₹94 Cr 885,319 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031004% ₹91 Cr 558,910 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹91 Cr 766,081 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 22 | POLYCAB4% ₹90 Cr 123,815 10. DSP BlackRock Midcap Fund
CAGR/Annualized return of 15.2% since its launch. Ranked 20 in Mid Cap category. Return for 2024 was 22.4% , 2023 was 38.4% and 2022 was -4.9% . DSP BlackRock Midcap Fund
Growth Launch Date 14 Nov 06 NAV (10 Feb 25) ₹132.812 ↓ -2.21 (-1.64 %) Net Assets (Cr) ₹19,297 on 31 Dec 24 Category Equity - Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 1.02 Information Ratio -1.2 Alpha Ratio -0.9 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,587 31 Jan 22 ₹14,896 31 Jan 23 ₹14,039 31 Jan 24 ₹19,486 31 Jan 25 ₹22,127 Returns for DSP BlackRock Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25 Duration Returns 1 Month -6% 3 Month -8.4% 6 Month -8.6% 1 Year 11.4% 3 Year 13.8% 5 Year 16.9% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.4% 2022 38.4% 2021 -4.9% 2020 28.3% 2019 23.6% 2018 9.2% 2017 -10.2% 2016 39.8% 2015 11.4% 2014 7.3% Fund Manager information for DSP BlackRock Midcap Fund
Name Since Tenure Vinit Sambre 1 Jul 12 12.6 Yr. Abhishek Ghosh 1 Sep 22 2.42 Yr. Data below for DSP BlackRock Midcap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Consumer Cyclical 18.66% Industrials 16.69% Basic Materials 15.27% Financial Services 13.93% Health Care 10.5% Technology 10.06% Energy 3.12% Consumer Defensive 2.79% Real Estate 2.59% Utility 1.97% Asset Allocation
Asset Class Value Cash 4.43% Equity 95.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE5% ₹949 Cr 981,642
↓ -109,840 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 5244944% ₹786 Cr 4,637,728
↑ 328,318 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 5063953% ₹620 Cr 3,297,505 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 5004933% ₹576 Cr 4,433,406 Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 5099303% ₹546 Cr 1,162,439 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328103% ₹520 Cr 11,595,035 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | 5031003% ₹500 Cr 3,061,940 JK Cement Ltd (Basic Materials)
Equity, Since 30 Nov 21 | JKCEMENT3% ₹497 Cr 1,081,342 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 5406113% ₹497 Cr 8,887,244 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 5002713% ₹496 Cr 4,455,570
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!
DSP BlackRock MF 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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