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10 മികച്ച ഇൻവെസ്‌കോ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച SIP ഫണ്ടുകൾ

ഫിൻകാഷ് »ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ട് »മികച്ച ഇൻവെസ്കോ എസ്ഐപി ഫണ്ടുകൾ

മികച്ച ഇൻവെസ്‌കോ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on January 4, 2025 , 11118 views

ഇൻവെസ്കോ എസ്.ഐ.പി അനുയോജ്യമായ ഒരു മാർഗമാണ്മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക. ദീർഘകാല നിക്ഷേപങ്ങൾക്കായുള്ള ചിട്ടയായ രീതിയാണ് ഇത്സാമ്പത്തിക ലക്ഷ്യങ്ങൾ. ഒരു SIP അല്ലെങ്കിൽ വ്യവസ്ഥാപിതമായിനിക്ഷേപ പദ്ധതി, നിങ്ങൾക്ക് ഒരു നിശ്ചിത ഇടവേളയിൽ ഒരു ചെറിയ തുക നിക്ഷേപിക്കാം. ഏറ്റവും താങ്ങാനാവുന്ന നിക്ഷേപ മാർഗമായതിനാൽ, നിങ്ങൾക്ക് ആരംഭിക്കാംനിക്ഷേപിക്കുന്നു ഒരു SIP-ൽ വെറും 500 രൂപ. നിക്ഷേപകർക്ക് അവരുടെ ദീർഘകാല ലക്ഷ്യങ്ങൾ ആസൂത്രണം ചെയ്യാൻ കഴിയുംവിരമിക്കൽ, ഒരു വീട്/കാർ വാങ്ങൽ, വിവാഹം മുതലായവ, ഒരു SIP ഉപയോഗിച്ച്. നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർഇക്വിറ്റി ഫണ്ടുകൾ, ഒരു എസ്‌ഐ‌പിയാണ് നിക്ഷേപിക്കാനുള്ള ഏറ്റവും അനുയോജ്യമായ മാർഗം. അതിന്റെ നിക്ഷേപ ശൈലി കാരണം, ഇത് ഇക്വിറ്റിയുടെ അപകടങ്ങളെ സന്തുലിതമാക്കുന്നുവിപണി.

Invesco

ഇൻവെസ്‌കോ എസ്‌ഐപി മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

SIP-കളുടെ ചില നേട്ടങ്ങൾ ഇവയാണ്:

നിക്ഷേപകർക്ക് താൽപ്പര്യമുണ്ട്ഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക, മികച്ച ഇൻവെസ്‌കോ എസ്‌ഐപി ഇതാമ്യൂച്വൽ ഫണ്ടുകൾ ഓഹരി നിക്ഷേപങ്ങൾക്ക്. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

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ഇക്വിറ്റികൾക്കായുള്ള ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ടിന്റെ മികച്ച SIP ഫണ്ടുകൾ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India PSU Equity Fund Growth ₹58.58
↓ -2.08
₹1,345 500 -10.1-16.619.430.226.125.6
Invesco India Infrastructure Fund Growth ₹64.22
↓ -1.52
₹1,609 500 -3.5-7.629.426.329.833.2
Invesco India Mid Cap Fund Growth ₹170.91
↓ -4.01
₹5,863 500 2.18.939.523.728.143.1
Invesco India Growth Opportunities Fund Growth ₹94.97
↓ -2.32
₹6,340 100 -0.35.733.720.521.537.5
Invesco India Contra Fund Growth ₹133.39
↓ -2.50
₹18,019 500 -34.22819.622.430.1
Invesco India Multicap Fund Growth ₹134.62
↓ -2.85
₹3,897 500 -0.66.227.517.82329.8
Invesco India Financial Services Fund Growth ₹125.04
↓ -2.87
₹1,110 100 -1.4216.117.11519.8
Invesco India Tax Plan Growth ₹128.15
↓ -2.33
₹2,954 500 -0.13.424.314.219.425.2
Invesco India Largecap Fund Growth ₹67.29
↓ -1.08
₹1,317 100 -2.80.219.613.517.920
Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹26.3208
↑ 0.31
₹26 500 -0.27.518.712.81313.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 25

1. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 33 in Sectoral category.  Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (06 Jan 25) ₹58.58 ↓ -2.08   (-3.43 %)
Net Assets (Cr) ₹1,345 on 30 Nov 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 1.74
Information Ratio -0.72
Alpha Ratio 4.57
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,607
31 Dec 21₹13,900
31 Dec 22₹16,755
31 Dec 23₹25,883
31 Dec 24₹32,519

Invesco India PSU Equity Fund SIP Returns

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

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -9.4%
3 Month -10.1%
6 Month -16.6%
1 Year 19.4%
3 Year 30.2%
5 Year 26.1%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.6%
2022 54.5%
2021 20.5%
2020 31.1%
2019 6.1%
2018 10.1%
2017 -16.9%
2016 24.3%
2015 17.9%
2014 2.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 204.62 Yr.

Data below for Invesco India PSU Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials32.5%
Financial Services25.06%
Utility15.92%
Energy13.66%
Basic Materials6.48%
Asset Allocation
Asset ClassValue
Cash4.22%
Equity95.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
10%₹134 Cr4,338,255
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | POWERGRID
8%₹109 Cr3,314,683
↑ 1,425,413
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹105 Cr1,251,543
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL
6%₹81 Cr2,775,528
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
5%₹67 Cr465,309
BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | BEML
5%₹65 Cr152,998
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | NATIONALUM
5%₹63 Cr2,604,332
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | ONGC
5%₹62 Cr2,429,688
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
4%₹59 Cr130,981
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 30 Apr 24 | IRCTC
4%₹53 Cr650,971

2. Invesco India Infrastructure Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Ranked 24 in Sectoral category.  Return for 2024 was 33.2% , 2023 was 51.1% and 2022 was 2.3% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (06 Jan 25) ₹64.22 ↓ -1.52   (-2.31 %)
Net Assets (Cr) ₹1,609 on 30 Nov 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.34
Sharpe Ratio 2.1
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)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,615
31 Dec 21₹18,053
31 Dec 22₹18,465
31 Dec 23₹27,904
31 Dec 24₹37,171

Invesco India Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Invesco India Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -4.4%
3 Month -3.5%
6 Month -7.6%
1 Year 29.4%
3 Year 26.3%
5 Year 29.8%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.2%
2022 51.1%
2021 2.3%
2020 55.4%
2019 16.2%
2018 6.1%
2017 -15.8%
2016 48.1%
2015 0.8%
2014 -2.6%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 204.33 Yr.

Data below for Invesco India Infrastructure Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials56.84%
Utility8.48%
Consumer Cyclical8.11%
Basic Materials7.36%
Technology3.99%
Health Care3.96%
Energy2.56%
Financial Services2.18%
Real Estate1.62%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Cash2.06%
Equity97.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹88 Cr237,254
↓ -14,946
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | POWERGRID
5%₹78 Cr2,358,718
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC
4%₹57 Cr460,100
↓ -90,744
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL
3%₹53 Cr1,717,480
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 22 | HAL
3%₹51 Cr112,968
↑ 22,278
BEML Ltd (Industrials)
Equity, Since 31 May 23 | BEML
3%₹50 Cr119,030
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 19 | KEI
3%₹47 Cr108,188
↑ 6,790
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | TATAPOWER
3%₹46 Cr1,114,602
Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX
3%₹45 Cr98,357
↑ 7,781
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Dec 23 | SOLARINDS
3%₹45 Cr41,940
↓ -2,781

3. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (06 Jan 25) ₹170.91 ↓ -4.01   (-2.29 %)
Net Assets (Cr) ₹5,863 on 30 Nov 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.35
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)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,438
31 Dec 21₹17,803
31 Dec 22₹17,895
31 Dec 23₹24,001
31 Dec 24₹34,358

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -1.9%
3 Month 2.1%
6 Month 8.9%
1 Year 39.5%
3 Year 23.7%
5 Year 28.1%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 43.1%
2022 34.1%
2021 0.5%
2020 43.1%
2019 24.4%
2018 3.8%
2017 -5.3%
2016 44.3%
2015 1.1%
2014 6.4%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.15 Yr.
Amit Ganatra1 Sep 231.34 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical25.45%
Financial Services18.03%
Health Care14.1%
Industrials13.37%
Technology11%
Real Estate7.62%
Basic Materials5.95%
Communication Services1.29%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹264 Cr12,506,782
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹246 Cr155,335
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
4%₹227 Cr334,743
↑ 22,209
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹220 Cr2,246,434
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹216 Cr1,305,659
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹204 Cr234,918
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
3%₹204 Cr436,534
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
3%₹192 Cr13,455,088
↑ 490,532
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
3%₹161 Cr376,558
Ethos Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543532
3%₹157 Cr479,675

4. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (06 Jan 25) ₹94.97 ↓ -2.32   (-2.38 %)
Net Assets (Cr) ₹6,340 on 30 Nov 24
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.31
Information Ratio 0.72
Alpha Ratio 12.09
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,327
31 Dec 21₹14,687
31 Dec 22₹14,632
31 Dec 23₹19,251
31 Dec 24₹26,467

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -3%
3 Month -0.3%
6 Month 5.7%
1 Year 33.7%
3 Year 20.5%
5 Year 21.5%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.5%
2022 31.6%
2021 -0.4%
2020 29.7%
2019 13.3%
2018 10.7%
2017 -0.2%
2016 39.6%
2015 3.3%
2014 3.8%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Aditya Khemani9 Nov 231.15 Yr.
Amit Ganatra21 Jan 222.95 Yr.

Data below for Invesco India Growth Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services26.72%
Consumer Cyclical22.13%
Health Care11.53%
Industrials10.5%
Technology10.03%
Real Estate7.49%
Basic Materials4.51%
Communication Services1.96%
Consumer Defensive1.31%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT
5%₹286 Cr420,950
↑ 74,717
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO
4%₹227 Cr517,883
↑ 117,866
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
3%₹218 Cr1,678,403
↓ -302,011
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE
3%₹215 Cr1,303,411
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK
3%₹212 Cr10,039,804
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON
3%₹206 Cr130,340
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
3%₹200 Cr1,619,818
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹195 Cr1,993,259
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹195 Cr224,767
↓ -33,286
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | HDFCBANK
3%₹191 Cr1,063,368

5. Invesco India Contra Fund

The investment objective of the Scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing.

Invesco India Contra Fund is a Equity - Contra fund was launched on 11 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 11 in Contra category.  Return for 2024 was 30.1% , 2023 was 28.8% and 2022 was 3.8% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund
Growth
Launch Date 11 Apr 07
NAV (06 Jan 25) ₹133.39 ↓ -2.50   (-1.84 %)
Net Assets (Cr) ₹18,019 on 30 Nov 24
Category Equity - Contra
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.31
Information Ratio 1.28
Alpha Ratio 11.38
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,118
31 Dec 21₹15,701
31 Dec 22₹16,296
31 Dec 23₹20,993
31 Dec 24₹27,320

Invesco India Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Invesco India Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -3.6%
3 Month -3%
6 Month 4.2%
1 Year 28%
3 Year 19.6%
5 Year 22.4%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.1%
2022 28.8%
2021 3.8%
2020 29.6%
2019 21.2%
2018 5.9%
2017 -3.3%
2016 45.6%
2015 6.7%
2014 4%
Fund Manager information for Invesco India Contra Fund
NameSinceTenure
Amit Ganatra1 Dec 231.09 Yr.
Taher Badshah13 Jan 177.97 Yr.

Data below for Invesco India Contra Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services30.64%
Consumer Cyclical14.73%
Health Care13.64%
Technology10.52%
Industrials9.2%
Basic Materials4.9%
Utility3.76%
Consumer Defensive2.97%
Communication Services2.43%
Energy2.29%
Real Estate1.38%
Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
7%₹1,323 Cr7,366,524
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
7%₹1,288 Cr9,908,135
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
6%₹1,141 Cr6,141,812
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | AXISBANK
3%₹629 Cr5,535,787
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | NTPC
3%₹564 Cr15,520,651
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹468 Cr538,619
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M
3%₹467 Cr1,575,803
REC Ltd (Financial Services)
Equity, Since 31 Jan 24 | RECLTD
3%₹465 Cr8,727,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT
2%₹439 Cr1,178,799
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 543320
2%₹435 Cr15,548,917

6. Invesco India Multicap Fund

(Erstwhile Invesco India Mid N Small Cap Fund)

The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 37 in Multi Cap category.  Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (06 Jan 25) ₹134.62 ↓ -2.85   (-2.07 %)
Net Assets (Cr) ₹3,897 on 30 Nov 24
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.14
Information Ratio -0.05
Alpha Ratio 8.05
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,882
31 Dec 21₹16,713
31 Dec 22₹16,346
31 Dec 23₹21,544
31 Dec 24₹27,968

Invesco India Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Invesco India Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -2.9%
3 Month -0.6%
6 Month 6.2%
1 Year 27.5%
3 Year 17.8%
5 Year 23%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.8%
2022 31.8%
2021 -2.2%
2020 40.7%
2019 18.8%
2018 4.6%
2017 -12.5%
2016 46.2%
2015 0.7%
2014 6.7%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 204.33 Yr.
Dhimant Kothari1 Dec 231.09 Yr.

Data below for Invesco India Multicap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services19.21%
Industrials17.72%
Consumer Cyclical14.53%
Technology13.07%
Health Care11.16%
Basic Materials7.94%
Consumer Defensive7.85%
Real Estate2.84%
Communication Services1.85%
Asset Allocation
Asset ClassValue
Cash3.27%
Equity96.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹198 Cr1,524,774
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
5%₹185 Cr995,056
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TRENT
3%₹108 Cr158,624
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 May 24 | JYOTICNC
2%₹91 Cr730,877
Coforge Ltd (Technology)
Equity, Since 30 Apr 23 | COFORGE
2%₹90 Cr103,675
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
2%₹85 Cr53,471
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320
2%₹81 Cr2,890,925
↓ -153,171
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN
2%₹80 Cr644,407
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 24 | KPITTECH
2%₹77 Cr563,817
Concord Biotech Ltd (Healthcare)
Equity, Since 29 Feb 24 | CONCORDBIO
2%₹75 Cr350,565
↓ -38,133

7. Invesco India Financial Services Fund

(Erstwhile Invesco India Banking Fund)

The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 5 in Sectoral category.  Return for 2024 was 19.8% , 2023 was 26% and 2022 was 12.8% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (06 Jan 25) ₹125.04 ↓ -2.87   (-2.24 %)
Net Assets (Cr) ₹1,110 on 30 Nov 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 1.84
Information Ratio 1.07
Alpha Ratio 11.12
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,236
31 Dec 21₹11,671
31 Dec 22₹13,166
31 Dec 23₹16,588
31 Dec 24₹19,879

Invesco India Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Invesco India Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -6.2%
3 Month -1.4%
6 Month 2%
1 Year 16.1%
3 Year 17.1%
5 Year 15%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.8%
2022 26%
2021 12.8%
2020 14%
2019 2.4%
2018 21.2%
2017 -0.3%
2016 45.2%
2015 10.4%
2014 -2.1%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Dhimant Kothari1 Jun 186.59 Yr.
Hiten Jain19 May 204.62 Yr.

Data below for Invesco India Financial Services Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services94.07%
Health Care1.59%
Asset Allocation
Asset ClassValue
Cash1.42%
Equity98.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
19%₹214 Cr1,648,550
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
15%₹163 Cr909,668
↑ 163,926
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
7%₹73 Cr645,964
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
6%₹70 Cr838,841
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC
4%₹46 Cr109,648
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹38 Cr202,712
Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Aug 23 | CDSL
3%₹34 Cr207,124
Computer Age Management Services Limited
Derivatives, Since 30 Sep 23 | -
3%₹32 Cr65,872
↑ 65,872
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | KARURVYSYA
3%₹32 Cr1,332,287
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX
3%₹30 Cr49,069

8. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 17 in ELSS category.  Return for 2024 was 25.2% , 2023 was 30.9% and 2022 was -7.7% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (06 Jan 25) ₹128.15 ↓ -2.33   (-1.79 %)
Net Assets (Cr) ₹2,954 on 30 Nov 24
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.97
Information Ratio -0.24
Alpha Ratio 6.98
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,916
31 Dec 21₹15,795
31 Dec 22₹14,586
31 Dec 23₹19,093
31 Dec 24₹23,899

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -3.1%
3 Month -0.1%
6 Month 3.4%
1 Year 24.3%
3 Year 14.2%
5 Year 19.4%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.2%
2022 30.9%
2021 -7.7%
2020 32.6%
2019 19.2%
2018 9.4%
2017 -1.3%
2016 35.7%
2015 3.4%
2014 5.8%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 204.33 Yr.
Dhimant Kothari29 Mar 186.77 Yr.

Data below for Invesco India Tax Plan as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services25.45%
Industrials15.41%
Consumer Cyclical13.92%
Health Care12.93%
Technology12.41%
Basic Materials6.35%
Consumer Defensive5.28%
Energy3.03%
Communication Services1.05%
Real Estate0.79%
Utility0.4%
Asset Allocation
Asset ClassValue
Cash1.03%
Equity98.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
7%₹193 Cr1,072,903
↑ 40,483
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹158 Cr1,212,581
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS
4%₹121 Cr282,965
↓ -5,347
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK
3%₹88 Cr776,621
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | FEDERALBNK
2%₹73 Cr3,467,704
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB
2%₹73 Cr118,279
↓ -9,443
Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 543426
2%₹69 Cr561,196
Coforge Ltd (Technology)
Equity, Since 31 May 24 | COFORGE
2%₹67 Cr77,702
↓ -7,525
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP
2%₹65 Cr95,425
↓ -5,329
Poly Medicure Ltd (Healthcare)
Equity, Since 30 Jun 24 | POLYMED
2%₹65 Cr232,245
↓ -21,199

9. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 39 in Large Cap category.  Return for 2024 was 20% , 2023 was 27.8% and 2022 was -3% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (06 Jan 25) ₹67.29 ↓ -1.08   (-1.58 %)
Net Assets (Cr) ₹1,317 on 30 Nov 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 1.73
Information Ratio 0.26
Alpha Ratio 5.87
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,405
31 Dec 21₹15,115
31 Dec 22₹14,664
31 Dec 23₹18,739
31 Dec 24₹22,486

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -4%
3 Month -2.8%
6 Month 0.2%
1 Year 19.6%
3 Year 13.5%
5 Year 17.9%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20%
2022 27.8%
2021 -3%
2020 32.5%
2019 14.1%
2018 10.5%
2017 -0.4%
2016 28.3%
2015 2.8%
2014 4.6%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 204.33 Yr.
Hiten Jain1 Dec 231.09 Yr.

Data below for Invesco India Largecap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services30.33%
Consumer Cyclical15.57%
Technology12.9%
Industrials12.13%
Consumer Defensive8.77%
Health Care6.29%
Energy5.92%
Communication Services2.86%
Basic Materials1.75%
Utility0.79%
Asset Allocation
Asset ClassValue
Cash1.66%
Equity98.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹118 Cr657,376
↑ 33,660
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹105 Cr809,462
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹65 Cr349,212
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹53 Cr124,242
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹52 Cr406,047
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | AXISBANK
4%₹50 Cr441,645
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | TATACONSUM
3%₹39 Cr407,898
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹38 Cr231,311
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹37 Cr114,075
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | UNITDSPR
3%₹36 Cr237,920

10. Invesco India Feeder- Invesco Global Equity Income Fund

(Erstwhile Invesco India Global Equity Income Fund)

To provide capital appreciation and/or income by investing predominantly in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets.

Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 9.5% since its launch.  Ranked 12 in Global category.  Return for 2024 was 13.7% , 2023 was 27% and 2022 was -2.1% .

Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund

Invesco India Feeder- Invesco Global Equity Income Fund
Growth
Launch Date 5 May 14
NAV (06 Jan 25) ₹26.3208 ↑ 0.31   (1.19 %)
Net Assets (Cr) ₹26 on 30 Nov 24
Category Equity - Global
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 1.4
Sharpe Ratio 1.88
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)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,732
31 Dec 21₹12,983
31 Dec 22₹12,714
31 Dec 23₹16,152
31 Dec 24₹18,368

Invesco India Feeder- Invesco Global Equity Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Invesco India Feeder- Invesco Global Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25

DurationReturns
1 Month -1.6%
3 Month -0.2%
6 Month 7.5%
1 Year 18.7%
3 Year 12.8%
5 Year 13%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 13.7%
2022 27%
2021 -2.1%
2020 21%
2019 7.3%
2018 24.7%
2017 -7.5%
2016 13.2%
2015 2.6%
2014 4%
Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
NameSinceTenure
Herin Shah1 Aug 240.42 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services19.62%
Technology17.23%
Industrials17.02%
Health Care10.13%
Consumer Cyclical8.83%
Consumer Defensive7.03%
Real Estate4.87%
Communication Services3.2%
Basic Materials2.97%
Energy1.77%
Asset Allocation
Asset ClassValue
Cash1.36%
Equity92.66%
Other5.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco Global Equity Income C USD Acc
Investment Fund | -
99%₹25 Cr20,159
↑ 832
Triparty Repo
CBLO/Reverse Repo | -
1%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

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), എത്ര വർഷം നിക്ഷേപം ആവശ്യമാണ്, പ്രതീക്ഷിക്കുന്നത് 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!

ഇൻവെസ്കോ മ്യൂച്വൽ ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

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