+91-22-48913909
ഫിൻകാഷ് »നിപ്പോൺ ഇന്ത്യ മ്യൂച്വൽ ഫണ്ട് »മികച്ച നിപ്പോൺ ഇന്ത്യ SIP ഫണ്ടുകൾ
Table of Contents
10 മികച്ച നിപ്പോൺ/റിലയൻസ് MF SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
റിലയൻസ്എസ്.ഐ.പി മ്യൂച്വൽ ഫണ്ട് ഒരു മികച്ച മാർഗമാണ്മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക, പ്രത്യേകിച്ച് ദീർഘകാലത്തേക്ക്-ടേം പ്ലാൻ. ഒരു എസ്‌ഐ‌പിയിൽ, നിശ്ചിത ഇടവേളയിൽ നിങ്ങൾക്ക് ഒരു ചെറിയ തുക നിക്ഷേപിക്കാം, ഇത് വർഷങ്ങളായി ഗണ്യമായ കോർപ്പസ് നിർമ്മിക്കാനുള്ള സാധ്യത സൃഷ്ടിക്കുന്നു.
റിലയൻസ് എസ്ഐപി വഴി നിങ്ങൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന സ്കീമിൽ എല്ലാ മാസവും 100 രൂപ വരെ നിക്ഷേപിക്കാം.നിക്ഷേപിക്കുന്നു ഒരു ചെറിയ തുക പതിവായി, നിങ്ങൾക്ക് നേടാനും കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ സമയത്ത്. തുടങ്ങിയ ലക്ഷ്യങ്ങൾവിരമിക്കൽ ആസൂത്രണം, വിവാഹം, ഒരു വീട്/കാർ വാങ്ങൽ മുതലായവ ഒരു SIP വഴി നേടാം.
റിലയൻസ് എസ്ഐപി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
ഒരു SIP-യുടെ ചില പ്രധാന ഗുണങ്ങൾ ഇവയാണ്-
- ഇത് രൂപയുടെ ചെലവ് ശരാശരി വാഗ്ദാനം ചെയ്യുന്നു
- അതിൽ നിന്ന് പ്രയോജനം നേടുന്നുസംയുക്തത്തിന്റെ ശക്തി
- ആവശ്യമില്ലവിപണി സമയത്തിന്റെ
- യൂണിറ്റിന് കുറഞ്ഞ ചെലവ്
ഇവിടെ നിക്ഷേപിക്കാൻ താൽപ്പര്യമുള്ള നിക്ഷേപകർ മികച്ച റിലയൻസ് എസ്ഐപിയാണ്മ്യൂച്വൽ ഫണ്ടുകൾ ഇക്വിറ്റി വിഭാഗത്തിൽ. AUM പോലുള്ള പാരാമീറ്ററുകൾ എടുത്താണ് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്യുന്നത്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.
Talk to our investment specialist
പ്രധാനപ്പെട്ട വിവരം
2019 ഒക്ടോബർ മുതൽ,റിലയൻസ് മ്യൂച്വൽ ഫണ്ട് നിപ്പോൺ ഇന്ത്യ മ്യൂച്വൽ ഫണ്ട് എന്ന് പുനർനാമകരണം ചെയ്തിട്ടുണ്ട്. റിലയൻസ് നിപ്പോൺ അസറ്റ് മാനേജ്‌മെന്റിന്റെ (RNAM) ഭൂരിഭാഗം (75%) ഓഹരികളും നിപ്പോൺ ലൈഫ് സ്വന്തമാക്കി. ഘടനയിലും മാനേജ്‌മെന്റിലും ഒരു മാറ്റവുമില്ലാതെ കമ്പനി അതിന്റെ പ്രവർത്തനങ്ങൾ തുടരും.
ഇക്വിറ്റി ഫണ്ടുകൾക്കായുള്ള മികച്ച നിപ്പോൺ അല്ലെങ്കിൽ റിലയൻസ് മ്യൂച്വൽ ഫണ്ട് എസ്ഐപി
(Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Equity Plan) The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities. Nippon India Value Fund is a Equity - Value fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Value Fund Returns up to 1 year are on The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies. Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a Below is the key information for Nippon India Pharma Fund Returns up to 1 year are on (Erstwhile Reliance Media & Entertainment Fund) The primary investment objective of the scheme is to generate continuous returns by investing in equity and equity related or fixed income securities of Media & Entertainment and other associated companies. Nippon India Consumption Fund is a Equity - Sectoral fund was launched on 30 Sep 04. It is a fund with High risk and has given a Below is the key information for Nippon India Consumption Fund Returns up to 1 year are on (Erstwhile Reliance Top 200 Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s
investment objective shall be achieved. Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Tax Saver Fund (ELSS) Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of
companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or
partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no
assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends. Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a Below is the key information for Nippon India Banking Fund Returns up to 1 year are on (Erstwhile Reliance Mid & Small Cap Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in
a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective
is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends. Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Power and Infra Fund Growth ₹350.804
↓ -3.61 ₹7,863 100 -2.9 8.6 49.2 29 30 58 Nippon India Small Cap Fund Growth ₹175.936
↓ -2.46 ₹62,260 100 1.7 16 41.3 27.8 35.8 48.9 Nippon India Multi Cap Fund Growth ₹291.898
↓ -2.12 ₹39,622 100 1.6 13 39 24.2 25.1 38.1 Nippon India Value Fund Growth ₹224.002
↓ -1.76 ₹8,962 100 2.4 13.2 44.9 20.6 24.8 42.4 Nippon India Pharma Fund Growth ₹514.63
↑ 0.26 ₹8,769 100 3.8 20.9 43.6 19.7 28.6 39.2 Nippon India Consumption Fund Growth ₹196.473
↑ 0.07 ₹2,023 100 -2.7 9.3 31.8 18.6 23.6 26.9 Nippon India Large Cap Fund Growth ₹86.9725
↓ -0.34 ₹34,432 100 0.3 9.2 33 18.6 20.2 32.1 Nippon India Tax Saver Fund (ELSS) Growth ₹125.635
↓ -1.11 ₹16,711 500 -0.2 10.2 35.2 16.1 18.4 28.6 Nippon India Banking Fund Growth ₹575.149
↓ -3.12 ₹6,389 100 3.8 10.6 23.5 15.1 15.5 24.2 Nippon India Focused Equity Fund Growth ₹116.857
↓ -0.70 ₹8,979 100 -0.6 11.2 25.7 12.9 20.1 27.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Nov 24 ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.1. Nippon India Power and Infra Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 13 in Sectoral category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (08 Nov 24) ₹350.804 ↓ -3.61 (-1.02 %) Net Assets (Cr) ₹7,863 on 30 Sep 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio 3.08 Information Ratio 1.62 Alpha Ratio 7.02 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,028 31 Oct 21 ₹16,311 31 Oct 22 ₹18,118 31 Oct 23 ₹23,696 31 Oct 24 ₹36,933 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -4.3% 3 Month -2.9% 6 Month 8.6% 1 Year 49.2% 3 Year 29% 5 Year 30% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% 2015 0.3% 2014 50.8% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 6.36 Yr. Rahul Modi 19 Aug 24 0.12 Yr. Data below for Nippon India Power and Infra Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 42.3% Utility 17.06% Basic Materials 10.26% Communication Services 7.78% Energy 7.14% Real Estate 4.78% Consumer Cyclical 3.83% Technology 3.22% Health Care 2.29% Asset Allocation
Asset Class Value Cash 1.35% Equity 98.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT9% ₹735 Cr 2,000,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹561 Cr 1,900,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹554 Cr 12,500,000
↑ 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹444 Cr 2,600,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES5% ₹367 Cr 675,741
↓ -253,946 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹319 Cr 270,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5005304% ₹301 Cr 80,000
↓ -20,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV3% ₹270 Cr 1,800,000 Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 5005503% ₹254 Cr 350,000 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR3% ₹230 Cr 2,500,000 2. Nippon India Small Cap Fund
CAGR/Annualized return of 22.5% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (08 Nov 24) ₹175.936 ↓ -2.46 (-1.38 %) Net Assets (Cr) ₹62,260 on 30 Sep 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.46 Information Ratio 0.85 Alpha Ratio 7.04 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,780 31 Oct 21 ₹21,000 31 Oct 22 ₹24,010 31 Oct 23 ₹31,500 31 Oct 24 ₹46,003 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -0.9% 3 Month 1.7% 6 Month 16% 1 Year 41.3% 3 Year 27.8% 5 Year 35.8% 10 Year 15 Year Since launch 22.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 7.75 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 27.19% Financial Services 13.15% Basic Materials 12.56% Consumer Cyclical 12.32% Technology 9.2% Consumer Defensive 8.3% Health Care 7.47% Utility 1.97% Communication Services 1.57% Energy 0.93% Real Estate 0.67% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,152 Cr 6,650,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹1,084 Cr 2,499,222 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,048 Cr 1,851,010 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP1% ₹857 Cr 650,444 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹857 Cr 899,271
↓ -50,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹829 Cr 4,472,130
↑ 5,124 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹769 Cr 27,500,000 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹768 Cr 27,190,940 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹738 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹717 Cr 9,100,000 3. Nippon India Multi Cap Fund
CAGR/Annualized return of 18.8% since its launch. Ranked 63 in Multi Cap category. Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (08 Nov 24) ₹291.898 ↓ -2.12 (-0.72 %) Net Assets (Cr) ₹39,622 on 30 Sep 24 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 3.21 Information Ratio 1.38 Alpha Ratio 8.77 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,272 31 Oct 21 ₹15,015 31 Oct 22 ₹17,341 31 Oct 23 ₹21,201 31 Oct 24 ₹30,265 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -2.2% 3 Month 1.6% 6 Month 13% 1 Year 39% 3 Year 24.2% 5 Year 25.1% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% 2014 59.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 19.52 Yr. Ashutosh Bhargava 1 Sep 21 3.08 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Multi Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 27.1% Industrials 18.88% Consumer Cyclical 18.27% Health Care 7.18% Technology 6.06% Basic Materials 5.62% Utility 5.23% Consumer Defensive 3.88% Communication Services 3.02% Energy 2.76% Real Estate 0.09% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,425 Cr 14,000,448
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,428 Cr 11,217,355
↑ 1,017,040 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234573% ₹1,294 Cr 1,524,539 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,182 Cr 6,300,504 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹1,121 Cr 9,100,121
↑ 800,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,093 Cr 3,700,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325553% ₹1,019 Cr 23,000,000 GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222752% ₹961 Cr 5,716,917
↓ -39,175 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008402% ₹953 Cr 25,187,817
↑ 371,510 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹893 Cr 7,500,000 4. Nippon India Value Fund
CAGR/Annualized return of 17.4% since its launch. Return for 2023 was 42.4% , 2022 was 4.8% and 2021 was 39.4% . Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (08 Nov 24) ₹224.002 ↓ -1.76 (-0.78 %) Net Assets (Cr) ₹8,962 on 30 Sep 24 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 3.1 Information Ratio 1.82 Alpha Ratio 7.53 Min Investment 500 Min SIP Investment 100 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 ₹9,726 31 Oct 21 ₹16,612 31 Oct 22 ₹17,251 31 Oct 23 ₹20,227 31 Oct 24 ₹30,085 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -2.6% 3 Month 2.4% 6 Month 13.2% 1 Year 44.9% 3 Year 20.6% 5 Year 24.8% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 42.4% 2022 4.8% 2021 39.4% 2020 16.3% 2019 5.7% 2018 -8.4% 2017 45.7% 2016 -1.6% 2015 6.1% 2014 56.1% Fund Manager information for Nippon India Value Fund
Name Since Tenure Meenakshi Dawar 7 May 18 6.41 Yr. Dhrumil Shah 1 Jan 23 1.75 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Value Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 31.09% Technology 12.42% Industrials 12.05% Basic Materials 8.04% Consumer Cyclical 7.88% Energy 7.06% Utility 5.29% Health Care 4.56% Communication Services 3.37% Real Estate 1.7% Consumer Defensive 1.51% Asset Allocation
Asset Class Value Cash 3.97% Equity 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK8% ₹674 Cr 3,889,600 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK5% ₹472 Cr 3,704,797 Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY4% ₹375 Cr 2,000,779 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 5325553% ₹307 Cr 6,934,650 Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | DIXON3% ₹283 Cr 204,713
↓ -3,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL3% ₹276 Cr 1,617,248 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT3% ₹231 Cr 628,547 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 23 | 5001032% ₹199 Cr 7,108,367
↑ 2,028,029 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE2% ₹195 Cr 660,198 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 5003122% ₹194 Cr 6,524,956
↓ -2,675,044 5. Nippon India Pharma Fund
CAGR/Annualized return of 21.3% since its launch. Ranked 35 in Sectoral category. Return for 2023 was 39.2% , 2022 was -9.9% and 2021 was 23.9% . Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (08 Nov 24) ₹514.63 ↑ 0.26 (0.05 %) Net Assets (Cr) ₹8,769 on 30 Sep 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio 2.35 Information Ratio -0.2 Alpha Ratio -0.38 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹14,942 31 Oct 21 ₹20,150 31 Oct 22 ₹19,522 31 Oct 23 ₹22,948 31 Oct 24 ₹34,675 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -1.1% 3 Month 3.8% 6 Month 20.9% 1 Year 43.6% 3 Year 19.7% 5 Year 28.6% 10 Year 15 Year Since launch 21.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 39.2% 2022 -9.9% 2021 23.9% 2020 66.4% 2019 1.7% 2018 3.6% 2017 7.6% 2016 -10.6% 2015 19.4% 2014 49.5% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 19.51 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Pharma Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Health Care 96.26% Asset Allocation
Asset Class Value Cash 3.74% Equity 96.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA14% ₹1,263 Cr 6,556,349 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB8% ₹735 Cr 1,350,808 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002578% ₹702 Cr 3,203,676 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000876% ₹513 Cr 3,100,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY5% ₹473 Cr 700,030 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP5% ₹467 Cr 648,795 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5323314% ₹307 Cr 959,323 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 5433503% ₹290 Cr 3,027,149 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹269 Cr 1,500,000 Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | ABBOTINDIA3% ₹252 Cr 86,390 6. Nippon India Consumption Fund
CAGR/Annualized return of 16% since its launch. Ranked 30 in Sectoral category. Return for 2023 was 26.9% , 2022 was 14.2% and 2021 was 31.9% . Nippon India Consumption Fund
Growth Launch Date 30 Sep 04 NAV (08 Nov 24) ₹196.473 ↑ 0.07 (0.04 %) Net Assets (Cr) ₹2,023 on 30 Sep 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 2.43 Sharpe Ratio 3.86 Information Ratio 0.34 Alpha Ratio 5.13 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,009 31 Oct 21 ₹16,409 31 Oct 22 ₹18,993 31 Oct 23 ₹20,913 31 Oct 24 ₹28,250 Returns for Nippon India Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -7.1% 3 Month -2.7% 6 Month 9.3% 1 Year 31.8% 3 Year 18.6% 5 Year 23.6% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.9% 2022 14.2% 2021 31.9% 2020 24.9% 2019 7.3% 2018 -10.4% 2017 24.7% 2016 -3.3% 2015 8.3% 2014 41.2% Fund Manager information for Nippon India Consumption Fund
Name Since Tenure Kinjal Desai 1 Nov 20 3.92 Yr. Amar Kalkundrikar 20 Oct 20 3.95 Yr. Data below for Nippon India Consumption Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 39.52% Consumer Defensive 34.79% Communication Services 8.75% Industrials 6.77% Basic Materials 6.73% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL7% ₹149 Cr 870,000
↑ 50,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR7% ₹133 Cr 448,000
↑ 33,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC6% ₹124 Cr 2,400,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M5% ₹109 Cr 351,000
↑ 91,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 5324245% ₹91 Cr 653,653
↑ 53,653 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5329774% ₹80 Cr 65,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | 5403764% ₹78 Cr 153,506
↓ -3,494 United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | UBL4% ₹78 Cr 358,537 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹73 Cr 1,170,000
↑ 100,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI3% ₹69 Cr 52,229
↑ 22,229 7. Nippon India Large Cap Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 20 in Large Cap category. Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (08 Nov 24) ₹86.9725 ↓ -0.34 (-0.39 %) Net Assets (Cr) ₹34,432 on 30 Sep 24 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.59 Information Ratio 1.76 Alpha Ratio 2.61 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,645 31 Oct 21 ₹14,406 31 Oct 22 ₹15,733 31 Oct 23 ₹18,203 31 Oct 24 ₹24,807 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -2.3% 3 Month 0.3% 6 Month 9.2% 1 Year 33% 3 Year 18.6% 5 Year 20.2% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.1% 2022 11.3% 2021 32.4% 2020 4.9% 2019 7.3% 2018 -0.2% 2017 38.4% 2016 2.2% 2015 1.1% 2014 54.6% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 17.16 Yr. Kinjal Desai 25 May 18 6.36 Yr. Bhavik Dave 19 Aug 24 0.12 Yr. Data below for Nippon India Large Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 33.82% Consumer Cyclical 10.61% Technology 10.15% Consumer Defensive 9.85% Industrials 9.62% Energy 6.49% Utility 6.43% Basic Materials 5.86% Health Care 4.25% Communication Services 1.24% Asset Allocation
Asset Class Value Cash 1.67% Equity 98.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK10% ₹3,291 Cr 19,000,529
↑ 1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹2,100 Cr 16,500,000
↑ 500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹1,979 Cr 6,700,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC6% ₹1,956 Cr 37,750,240 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY5% ₹1,594 Cr 8,500,084 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,323 Cr 3,600,529
↑ 400,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹1,261 Cr 16,000,644 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹1,232 Cr 10,000,080 Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 5004003% ₹1,086 Cr 22,500,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS3% ₹982 Cr 2,300,000 8. Nippon India Tax Saver Fund (ELSS)
CAGR/Annualized return of 14.1% since its launch. Ranked 16 in ELSS category. Return for 2023 was 28.6% , 2022 was 6.9% and 2021 was 37.6% . Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (08 Nov 24) ₹125.635 ↓ -1.11 (-0.87 %) Net Assets (Cr) ₹16,711 on 30 Sep 24 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 2.75 Information Ratio 0.74 Alpha Ratio 1.99 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 ₹8,399 31 Oct 21 ₹14,264 31 Oct 22 ₹14,773 31 Oct 23 ₹16,609 31 Oct 24 ₹23,153 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -3.2% 3 Month -0.2% 6 Month 10.2% 1 Year 35.2% 3 Year 16.1% 5 Year 18.4% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.6% 2022 6.9% 2021 37.6% 2020 -0.4% 2019 1.5% 2018 -20.7% 2017 46% 2016 4.2% 2015 -2.9% 2014 83% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 3.25 Yr. Ritesh Rathod 19 Aug 24 0.12 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 34.78% Consumer Cyclical 13.51% Industrials 10% Consumer Defensive 8.22% Utility 6.77% Technology 6.13% Basic Materials 4.88% Energy 4.74% Health Care 4.27% Communication Services 4.24% Real Estate 0.91% Asset Allocation
Asset Class Value Cash 1.57% Equity 98.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK7% ₹1,248 Cr 9,800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK6% ₹1,022 Cr 5,900,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY5% ₹769 Cr 4,100,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325554% ₹665 Cr 15,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322154% ₹598 Cr 4,850,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON3% ₹571 Cr 27,000,000
↓ -1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹506 Cr 1,377,783 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN3% ₹496 Cr 6,300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹473 Cr 1,600,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901573% ₹431 Cr 3,300,000 9. Nippon India Banking Fund
CAGR/Annualized return of 20.8% since its launch. Ranked 15 in Sectoral category. Return for 2023 was 24.2% , 2022 was 20.7% and 2021 was 29.7% . Nippon India Banking Fund
Growth Launch Date 26 May 03 NAV (08 Nov 24) ₹575.149 ↓ -3.12 (-0.54 %) Net Assets (Cr) ₹6,389 on 30 Sep 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.94 Sharpe Ratio 1.77 Information Ratio 1.26 Alpha Ratio 6.68 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹7,563 31 Oct 21 ₹13,576 31 Oct 22 ₹14,495 31 Oct 23 ₹16,826 31 Oct 24 ₹21,245 Returns for Nippon India Banking Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month 0% 3 Month 3.8% 6 Month 10.6% 1 Year 23.5% 3 Year 15.1% 5 Year 15.5% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.2% 2022 20.7% 2021 29.7% 2020 -10.6% 2019 10.7% 2018 -1.2% 2017 44.1% 2016 11.5% 2015 -6% 2014 64.9% Fund Manager information for Nippon India Banking Fund
Name Since Tenure Vinay Sharma 9 Apr 18 6.48 Yr. Kinjal Desai 25 May 18 6.36 Yr. Bhavik Dave 18 Jun 21 3.29 Yr. Data below for Nippon India Banking Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 96.16% Technology 2.19% Asset Allocation
Asset Class Value Cash 1.66% Equity 98.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK21% ₹1,336 Cr 7,714,660 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK16% ₹1,008 Cr 7,915,358 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5322158% ₹535 Cr 4,340,216 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK5% ₹308 Cr 2,127,608
↑ 53,857 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK5% ₹306 Cr 1,650,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN4% ₹272 Cr 3,456,809 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE4% ₹240 Cr 1,300,170
↓ -116,959 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK4% ₹235 Cr 11,943,710 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG3% ₹203 Cr 995,599
↓ -100,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD3% ₹195 Cr 2,520,827 10. Nippon India Focused Equity Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 30 in Focused category. Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% . Nippon India Focused Equity Fund
Growth Launch Date 26 Dec 06 NAV (08 Nov 24) ₹116.857 ↓ -0.70 (-0.59 %) Net Assets (Cr) ₹8,979 on 30 Sep 24 Category Equity - Focused AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 1.74 Information Ratio -0.22 Alpha Ratio -8.63 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,536 31 Oct 21 ₹16,852 31 Oct 22 ₹17,787 31 Oct 23 ₹19,573 31 Oct 24 ₹25,273 Returns for Nippon India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Nov 24 Duration Returns 1 Month -3.2% 3 Month -0.6% 6 Month 11.2% 1 Year 25.7% 3 Year 12.9% 5 Year 20.1% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.1% 2022 7.7% 2021 36.6% 2020 16.1% 2019 7% 2018 -12.7% 2017 42.7% 2016 2.9% 2015 8.3% 2014 81.5% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 6.41 Yr. Kinjal Desai 25 May 18 6.36 Yr. Rishit Parikh 19 Aug 24 0.12 Yr. Data below for Nippon India Focused Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 35.89% Consumer Cyclical 21.27% Industrials 9.73% Energy 7.34% Technology 4.73% Communication Services 4.42% Health Care 4.23% Consumer Defensive 3.96% Basic Materials 1.77% Asset Allocation
Asset Class Value Cash 6.65% Equity 93.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹778 Cr 4,489,641 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5322157% ₹585 Cr 4,746,933
↑ 1,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK6% ₹574 Cr 4,511,739
↓ -800,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY5% ₹425 Cr 2,266,749
↓ -100,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹421 Cr 1,424,000
↑ 180,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | HONAUT4% ₹360 Cr 73,452 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC4% ₹355 Cr 6,858,289 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO4% ₹346 Cr 605,344
↓ -3,699 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹332 Cr 4,287,882
↓ -108,645 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5329784% ₹316 Cr 1,600,000
↑ 1,600,000
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!
നിപ്പോൺ ഇന്ത്യ മ്യൂച്വൽ ഫണ്ടിൽ 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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2024 Shepard Technologies Private Limited. All Rights Reserved