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ഫിൻകാഷ് »നിപ്പോൺ ഇന്ത്യ മ്യൂച്വൽ ഫണ്ട് »മികച്ച നിപ്പോൺ ഇന്ത്യ SIP ഫണ്ടുകൾ
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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.
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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 (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 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 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 (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 (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 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 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 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 Reliance US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Nippon India US Equity Opportunites Fund is a Equity - Global fund was launched on 23 Jul 15. It is a fund with High risk and has given a Below is the key information for Nippon India US Equity Opportunites 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 ₹295.461
↓ -2.23 ₹7,001 100 -19.1 -20.5 1.9 26.7 30.6 26.9 Nippon India Multi Cap Fund Growth ₹254.543
↓ -1.58 ₹37,594 100 -15 -16.4 8.3 21.8 26.1 25.8 Nippon India Small Cap Fund Growth ₹142.23
↓ -1.01 ₹57,010 100 -21.4 -21.9 7.1 20.5 33.2 26.1 Nippon India Value Fund Growth ₹197.51
↓ -1.09 ₹8,170 100 -15 -15.5 7.9 19 25.7 22.3 Nippon India Large Cap Fund Growth ₹79.1801
↓ -0.28 ₹35,667 100 -11.9 -12.4 4.6 18.2 22.5 18.2 Nippon India Consumption Fund Growth ₹174.781
↓ -0.65 ₹2,184 100 -11.7 -19.5 6.1 18 23.4 18.7 Nippon India Pharma Fund Growth ₹464.058
↓ -0.45 ₹8,161 100 -8.8 -12.1 11.5 17.4 25.8 34 Nippon India Banking Fund Growth ₹534.718
↓ -1.60 ₹6,226 100 -9.4 -9.4 6.1 16.9 18.7 10.3 Nippon India Tax Saver Fund (ELSS) Growth ₹110.929
↓ -0.46 ₹14,449 500 -14.2 -16 4.3 15 20.7 17.6 Nippon India US Equity Opportunites Fund Growth ₹32.7571
↓ -0.73 ₹751 100 -5.9 3 7 13.1 16.2 21.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25 ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.1. Nippon India Power and Infra Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 13 in Sectoral category. Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (13 Mar 25) ₹295.461 ↓ -2.23 (-0.75 %) Net Assets (Cr) ₹7,001 on 31 Jan 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio 0.29 Information Ratio 1.18 Alpha Ratio 3.79 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,579 28 Feb 22 ₹16,253 28 Feb 23 ₹19,189 29 Feb 24 ₹34,107 28 Feb 25 ₹31,913 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -1.8% 3 Month -19.1% 6 Month -20.5% 1 Year 1.9% 3 Year 26.7% 5 Year 30.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% 2014 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 6.77 Yr. Rahul Modi 19 Aug 24 0.53 Yr. Data below for Nippon India Power and Infra Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 42.76% Utility 17.64% Basic Materials 9.73% Energy 7.95% Communication Services 7.7% Real Estate 3.94% Consumer Cyclical 3.24% Technology 2.27% Health Care 2.04% Financial Services 1.81% Asset Allocation
Asset Class Value Cash 0.91% Equity 99.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT8% ₹532 Cr 1,492,001
↓ -205,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹499 Cr 15,400,000
↑ 1,400,001 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹474 Cr 3,750,000
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹423 Cr 2,600,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹276 Cr 240,038
↓ -29,962 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004003% ₹236 Cr 6,475,789
↑ 1,511,030 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV3% ₹214 Cr 1,800,000 Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 5005503% ₹213 Cr 350,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES3% ₹203 Cr 423,938
↓ -68,266 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR3% ₹195 Cr 2,500,000 2. Nippon India Multi Cap Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 63 in Multi Cap category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (13 Mar 25) ₹254.543 ↓ -1.58 (-0.62 %) Net Assets (Cr) ₹37,594 on 31 Jan 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.6 Information Ratio 1.22 Alpha Ratio 5.08 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,217 28 Feb 22 ₹15,173 28 Feb 23 ₹17,487 29 Feb 24 ₹25,924 28 Feb 25 ₹27,069 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -2.4% 3 Month -15% 6 Month -16.4% 1 Year 8.3% 3 Year 21.8% 5 Year 26.1% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.8% 2022 38.1% 2021 14.1% 2020 48.9% 2019 0% 2018 2.2% 2017 -2.2% 2016 40.9% 2015 -6.7% 2014 0.5% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 19.93 Yr. Ashutosh Bhargava 1 Sep 21 3.5 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 30.16% Consumer Cyclical 18.15% Industrials 17.72% Health Care 7.01% Technology 6.03% Utility 5.61% Basic Materials 5.17% Energy 3.15% Consumer Defensive 2.39% Communication Services 1.82% Real Estate 0.2% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,259 Cr 13,300,448 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,501 Cr 11,981,360 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,390 Cr 14,099,895
↑ 3,599,774 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,185 Cr 9,368,975
↑ 368,975 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,157 Cr 6,471,917
↑ 130,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,090 Cr 5,800,504
↓ -500,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000343% ₹1,080 Cr 1,369,397 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234573% ₹956 Cr 1,524,539 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹933 Cr 28,791,467
↑ 5,791,467 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008402% ₹907 Cr 24,478,983
↓ -693,671 3. Nippon India Small Cap Fund
CAGR/Annualized return of 20.1% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (13 Mar 25) ₹142.23 ↓ -1.01 (-0.71 %) Net Assets (Cr) ₹57,010 on 31 Jan 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.26 Information Ratio 0.78 Alpha Ratio 3.88 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 29 Feb 20 ₹10,000 28 Feb 21 ₹14,616 28 Feb 22 ₹20,593 28 Feb 23 ₹23,276 29 Feb 24 ₹36,606 28 Feb 25 ₹35,820 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -4.9% 3 Month -21.4% 6 Month -21.9% 1 Year 7.1% 3 Year 20.5% 5 Year 33.2% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% 2014 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.16 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Small Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 23.92% Financial Services 13.39% Consumer Cyclical 12.69% Basic Materials 12.3% Technology 9.17% Consumer Defensive 8.8% Health Care 7.92% Utility 1.94% Communication Services 1.89% Energy 1.82% Real Estate 0.61% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,130 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,061 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹831 Cr 4,472,130 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹830 Cr 2,499,222 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹757 Cr 31,784,062 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹705 Cr 470,144
↓ -42,211 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹703 Cr 9,100,000 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹674 Cr 899,271 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹620 Cr 614,648
↑ 23 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹603 Cr 27,190,940 4. Nippon India Value Fund
CAGR/Annualized return of 16.3% since its launch. Return for 2024 was 22.3% , 2023 was 42.4% and 2022 was 4.8% . Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (13 Mar 25) ₹197.51 ↓ -1.09 (-0.55 %) Net Assets (Cr) ₹8,170 on 31 Jan 25 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.49 Information Ratio 1.57 Alpha Ratio 2.66 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,343 28 Feb 22 ₹16,474 28 Feb 23 ₹16,965 29 Feb 24 ₹26,457 28 Feb 25 ₹27,433 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -3.8% 3 Month -15% 6 Month -15.5% 1 Year 7.9% 3 Year 19% 5 Year 25.7% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.3% 2022 42.4% 2021 4.8% 2020 39.4% 2019 16.3% 2018 5.7% 2017 -8.4% 2016 45.7% 2015 -1.6% 2014 6.1% Fund Manager information for Nippon India Value Fund
Name Since Tenure Meenakshi Dawar 7 May 18 6.82 Yr. Dhrumil Shah 1 Jan 23 2.16 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Value Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.72% Technology 15.33% Industrials 11.27% Basic Materials 8.9% Energy 7.8% Utility 5.66% Consumer Cyclical 5.18% Health Care 4.28% Communication Services 3.5% Consumer Defensive 1.24% Real Estate 0.76% Asset Allocation
Asset Class Value Cash 3.37% Equity 96.39% Other 0.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK8% ₹678 Cr 3,989,600
↓ -100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK6% ₹464 Cr 3,704,797 Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY5% ₹414 Cr 2,200,779 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL3% ₹263 Cr 1,617,248 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 5325553% ₹241 Cr 7,434,650 Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | DIXON3% ₹240 Cr 160,369
↓ -23,333 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT3% ₹224 Cr 628,547 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 5003122% ₹198 Cr 7,524,956
↑ 1,000,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK2% ₹188 Cr 1,898,495
↑ 450,000 PG Electroplast Ltd (Technology)
Equity, Since 30 Sep 23 | PGEL2% ₹181 Cr 2,312,367
↑ 120,000 5. Nippon India Large Cap Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 20 in Large Cap category. Return for 2024 was 18.2% , 2023 was 32.1% and 2022 was 11.3% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (13 Mar 25) ₹79.1801 ↓ -0.28 (-0.35 %) Net Assets (Cr) ₹35,667 on 31 Jan 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.55 Information Ratio 1.58 Alpha Ratio 2.3 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,511 28 Feb 22 ₹14,661 28 Feb 23 ₹16,345 29 Feb 24 ₹23,242 28 Feb 25 ₹23,822 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -2.6% 3 Month -11.9% 6 Month -12.4% 1 Year 4.6% 3 Year 18.2% 5 Year 22.5% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.2% 2022 32.1% 2021 11.3% 2020 32.4% 2019 4.9% 2018 7.3% 2017 -0.2% 2016 38.4% 2015 2.2% 2014 1.1% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 17.58 Yr. Kinjal Desai 25 May 18 6.77 Yr. Bhavik Dave 19 Aug 24 0.53 Yr. Data below for Nippon India Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 34.94% Consumer Cyclical 13.75% Technology 10.17% Industrials 9.63% Energy 7.6% Consumer Defensive 6.17% Utility 5.52% Basic Materials 5.39% Health Care 4.3% Communication Services 0.29% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹3,217 Cr 18,940,367 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹2,282 Cr 18,036,077
↑ 2,673,940 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹2,130 Cr 17,000,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY4% ₹1,598 Cr 8,500,084 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000344% ₹1,441 Cr 1,826,882
↑ 65,270 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹1,407 Cr 14,265,022
↑ 3,264,942 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹1,368 Cr 17,700,644
↑ 500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,284 Cr 3,600,529 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS3% ₹1,028 Cr 2,500,000
↑ 200,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 5222753% ₹935 Cr 5,229,540
↑ 198,071 6. Nippon India Consumption Fund
CAGR/Annualized return of 15% since its launch. Ranked 30 in Sectoral category. Return for 2024 was 18.7% , 2023 was 26.9% and 2022 was 14.2% . Nippon India Consumption Fund
Growth Launch Date 30 Sep 04 NAV (13 Mar 25) ₹174.781 ↓ -0.65 (-0.37 %) Net Assets (Cr) ₹2,184 on 31 Jan 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 2.43 Sharpe Ratio 0.47 Information Ratio 0.09 Alpha Ratio -1.94 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,885 28 Feb 22 ₹15,743 28 Feb 23 ₹17,887 29 Feb 24 ₹24,619 28 Feb 25 ₹25,468 Returns for Nippon India Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -4.8% 3 Month -11.7% 6 Month -19.5% 1 Year 6.1% 3 Year 18% 5 Year 23.4% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.7% 2022 26.9% 2021 14.2% 2020 31.9% 2019 24.9% 2018 7.3% 2017 -10.4% 2016 24.7% 2015 -3.3% 2014 8.3% Fund Manager information for Nippon India Consumption Fund
Name Since Tenure Kinjal Desai 1 Nov 20 4.33 Yr. Amar Kalkundrikar 20 Oct 20 4.36 Yr. Data below for Nippon India Consumption Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.06% Consumer Defensive 35.08% Communication Services 7.19% Industrials 6.97% Basic Materials 5.31% Financial Services 0.72% Technology 0.67% Asset Allocation
Asset Class Value Cash 3% Equity 97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL7% ₹157 Cr 965,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR7% ₹146 Cr 592,469
↑ 9,469 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M6% ₹142 Cr 474,552
↑ 25,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC5% ₹107 Cr 2,400,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 5324245% ₹99 Cr 882,401 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | JUBLFOOD4% ₹97 Cr 1,384,227
↑ 75,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | 5403764% ₹77 Cr 210,201
↑ 15,877 United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | UBL4% ₹77 Cr 358,537 Havells India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5173544% ₹77 Cr 490,569 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 May 19 | UNITDSPR3% ₹73 Cr 515,640
↑ 55,000 7. Nippon India Pharma Fund
CAGR/Annualized return of 20.3% since its launch. Ranked 35 in Sectoral category. Return for 2024 was 34% , 2023 was 39.2% and 2022 was -9.9% . Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (13 Mar 25) ₹464.058 ↓ -0.45 (-0.10 %) Net Assets (Cr) ₹8,161 on 31 Jan 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio 0.55 Information Ratio -0.64 Alpha Ratio -6.95 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 29 Feb 20 ₹10,000 28 Feb 21 ₹15,566 28 Feb 22 ₹17,934 28 Feb 23 ₹17,124 29 Feb 24 ₹27,592 28 Feb 25 ₹29,006 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -2.3% 3 Month -8.8% 6 Month -12.1% 1 Year 11.5% 3 Year 17.4% 5 Year 25.8% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 34% 2022 39.2% 2021 -9.9% 2020 23.9% 2019 66.4% 2018 1.7% 2017 3.6% 2016 7.6% 2015 -10.6% 2014 19.4% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 19.93 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Pharma Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Health Care 98.64% Asset Allocation
Asset Class Value Cash 1.36% Equity 98.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA14% ₹1,143 Cr 6,556,349 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB9% ₹753 Cr 1,350,808 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002578% ₹666 Cr 3,200,693
↓ -2,983 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000876% ₹459 Cr 3,100,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY5% ₹446 Cr 3,662,170 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP5% ₹442 Cr 648,795 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 5433504% ₹294 Cr 2,843,231
↓ -182,067 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5323313% ₹258 Cr 959,323 Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | 5434273% ₹258 Cr 3,564,680 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹233 Cr 1,529,352
↑ 29,352 8. Nippon India Banking Fund
CAGR/Annualized return of 20% since its launch. Ranked 15 in Sectoral category. Return for 2024 was 10.3% , 2023 was 24.2% and 2022 was 20.7% . Nippon India Banking Fund
Growth Launch Date 26 May 03 NAV (13 Mar 25) ₹534.718 ↓ -1.60 (-0.30 %) Net Assets (Cr) ₹6,226 on 31 Jan 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.94 Sharpe Ratio 0.31 Information Ratio 0.77 Alpha Ratio -3.91 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,364 28 Feb 22 ₹12,903 28 Feb 23 ₹14,400 29 Feb 24 ₹18,932 28 Feb 25 ₹20,225 Returns for Nippon India Banking Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -3.1% 3 Month -9.4% 6 Month -9.4% 1 Year 6.1% 3 Year 16.9% 5 Year 18.7% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 2023 10.3% 2022 24.2% 2021 20.7% 2020 29.7% 2019 -10.6% 2018 10.7% 2017 -1.2% 2016 44.1% 2015 11.5% 2014 -6% Fund Manager information for Nippon India Banking Fund
Name Since Tenure Vinay Sharma 9 Apr 18 6.9 Yr. Kinjal Desai 25 May 18 6.77 Yr. Bhavik Dave 18 Jun 21 3.7 Yr. Data below for Nippon India Banking Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 96.09% Technology 2.76% Asset Allocation
Asset Class Value Cash 1.15% Equity 98.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK21% ₹1,311 Cr 7,714,660 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK16% ₹992 Cr 7,915,358 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5322159% ₹572 Cr 5,800,228
↑ 500,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN6% ₹345 Cr 4,459,330
↑ 864,521 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK5% ₹287 Cr 1,510,000
↓ -140,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK4% ₹260 Cr 2,627,608 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD3% ₹212 Cr 2,720,827
↑ 200,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5329783% ₹199 Cr 1,146,038
↑ 233,354 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE3% ₹193 Cr 1,300,170 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG3% ₹176 Cr 1,160,355
↑ 150,000 9. Nippon India Tax Saver Fund (ELSS)
CAGR/Annualized return of 13.2% since its launch. Ranked 16 in ELSS category. Return for 2024 was 17.6% , 2023 was 28.6% and 2022 was 6.9% . Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (13 Mar 25) ₹110.929 ↓ -0.46 (-0.41 %) Net Assets (Cr) ₹14,449 on 31 Jan 25 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.28 Information Ratio 0.27 Alpha Ratio 0.03 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,481 28 Feb 22 ₹14,987 28 Feb 23 ₹15,647 29 Feb 24 ₹21,952 28 Feb 25 ₹22,044 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -2.4% 3 Month -14.2% 6 Month -16% 1 Year 4.3% 3 Year 15% 5 Year 20.7% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.6% 2022 28.6% 2021 6.9% 2020 37.6% 2019 -0.4% 2018 1.5% 2017 -20.7% 2016 46% 2015 4.2% 2014 -2.9% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 3.67 Yr. Ritesh Rathod 19 Aug 24 0.53 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 36.52% Consumer Cyclical 12.42% Industrials 10.86% Consumer Defensive 8.3% Technology 6.95% Utility 6.1% Health Care 4.69% Energy 4.43% Basic Materials 4.27% Communication Services 4.18% Asset Allocation
Asset Class Value Cash 1.27% Equity 98.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK8% ₹1,203 Cr 9,600,000
↓ -200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹1,002 Cr 5,900,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY5% ₹733 Cr 3,900,000
↓ -100,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325553% ₹470 Cr 14,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹464 Cr 1,300,000
↓ -77,783 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN3% ₹464 Cr 6,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322153% ₹424 Cr 4,300,000
↑ 300,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901573% ₹396 Cr 3,300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹392 Cr 3,100,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5328103% ₹385 Cr 9,111,111 10. Nippon India US Equity Opportunites Fund
CAGR/Annualized return of 13.1% since its launch. Return for 2024 was 21.3% , 2023 was 32.4% and 2022 was -19% . Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (13 Mar 25) ₹32.7571 ↓ -0.73 (-2.17 %) Net Assets (Cr) ₹751 on 31 Jan 25 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.4 Sharpe Ratio 1.55 Information Ratio -0.76 Alpha Ratio -3.23 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,329 28 Feb 22 ₹14,382 28 Feb 23 ₹13,301 29 Feb 24 ₹18,324 28 Feb 25 ₹21,447 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25 Duration Returns 1 Month -9.9% 3 Month -5.9% 6 Month 3% 1 Year 7% 3 Year 13.1% 5 Year 16.2% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 21.3% 2022 32.4% 2021 -19% 2020 22.2% 2019 22.4% 2018 31.8% 2017 7.7% 2016 16.9% 2015 8.2% 2014 Fund Manager information for Nippon India US Equity Opportunites Fund
Name Since Tenure Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India US Equity Opportunites Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Technology 29.02% Consumer Cyclical 18.42% Communication Services 16.57% Health Care 13.71% Financial Services 13.63% Basic Materials 3.48% Consumer Defensive 2.83% Asset Allocation
Asset Class Value Cash 2.33% Equity 97.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN7% ₹53 Cr 25,771
↓ -368 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Oct 16 | META7% ₹50 Cr 8,452
↓ -121 Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL6% ₹49 Cr 27,502
↓ -393 Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology)
Equity, Since 31 Jan 23 | TSM5% ₹40 Cr 22,043
↓ -315 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT5% ₹40 Cr 11,041
↓ -158 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG5% ₹37 Cr 893
↓ -12 Charles Schwab Corp (Financial Services)
Equity, Since 31 Jul 22 | SCHW5% ₹36 Cr 50,497
↓ -723 Mastercard Inc Class A (Financial Services)
Equity, Since 31 Jul 15 | MA5% ₹35 Cr 7,332
↓ -104 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V4% ₹31 Cr 10,430
↓ -149 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV4% ₹31 Cr 17,675
↓ -252
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.
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