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 മികച്ച ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച പ്രകടനം നടത്തുന്ന SIP ഫണ്ടുകൾ

ഫിൻകാഷ് »ടാറ്റ മ്യൂച്വൽ ഫണ്ട് »മികച്ച ടാറ്റ SIP ഫണ്ടുകൾ

മികച്ച ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on March 14, 2025 , 49170 views

സിസ്റ്റംഎസ്.ഐ.പി നിക്ഷേപകരെ സ്ഥിരമായി പണം നിക്ഷേപിക്കാൻ സഹായിക്കുന്ന ഒരു എളുപ്പമാർഗമാണ്. ഇത് ഒരു പോലെയാണ്ആവർത്തന നിക്ഷേപം (RD), അവിടെ നിങ്ങൾ എല്ലാ മാസവും ഒരു നിശ്ചിത തുക നിക്ഷേപിക്കുന്നു. അങ്ങനെ, അച്ചടക്കമുള്ള ശീലം വളർത്തിയെടുക്കാൻ ഇത് സഹായിക്കുന്നുനിക്ഷേപിക്കുന്നു ദീർഘകാലത്തേക്ക്. ഒരു SIP അല്ലെങ്കിൽ വ്യവസ്ഥാപിതമായിനിക്ഷേപ പദ്ധതി നിങ്ങൾക്ക് ഒരു നിശ്ചിത ആവൃത്തിയിൽ 500 രൂപ വരെ കുറഞ്ഞ തുക ലഭിക്കും, ഉദാ- പ്രതിമാസ/ത്രൈമാസത്തിൽ. കൂടാതെ, നിങ്ങളുടെ നേട്ടം കൈവരിക്കുന്നതിനുള്ള മികച്ച ഉപകരണമാണ് SIPസാമ്പത്തിക ലക്ഷ്യങ്ങൾ. നിങ്ങളുടെ സാമ്പത്തിക ലക്ഷ്യങ്ങൾ തിരിച്ചറിയാൻ ഇത് സഹായിക്കുന്നുവിരമിക്കൽ, ഒരു വീട്/കാർ വാങ്ങൽ, വിവാഹം മുതലായവ. അതിനാൽ, ഈ ലക്ഷ്യങ്ങൾ നിറവേറ്റുന്നതിനായി നിങ്ങൾക്ക് സ്ഥിരമായി ഒരു നിശ്ചിത തുക നീക്കിവെക്കാം.

Tata

ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ടാറ്റ എസ്‌ഐ‌പിയിൽ ഇവയാണ്:

നിക്ഷേപകർക്ക് താൽപ്പര്യമുണ്ട്ഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക പ്ലാൻ, താഴെ സൂചിപ്പിച്ച മികച്ച ടാറ്റ എസ്‌ഐപിയിൽ നിന്ന് തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ടുകൾ. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

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ഇക്വിറ്റികളിലെ മികച്ച ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകൾ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
TATA Infrastructure Fund Growth ₹147.057
↓ -0.99
₹2,141 150 -21.9-25.8-3.818.925.522.9
Tata Equity PE Fund Growth ₹303.991
↓ -1.47
₹8,068 150 -16.3-19.74.317.621.621.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹101.754
↓ -0.49
₹8,068 150 -16.3-19.74.217.521.521.6
TATA India Pharma & Healthcare Fund Growth ₹27.3567
↓ -0.11
₹1,212 150 -10-13.312.817.324.740.4
TATA Mid Cap Growth Fund Growth ₹366.383
↓ -1.79
₹4,354 150 -16-19.66.316.522.922.7
TATA Banking and Financial Services Fund Growth ₹36.5891
↓ -0.08
₹2,324 150 -9-8.410.616.415.19
TATA India Consumer Fund Growth ₹38.8606
↓ -0.18
₹2,268 150 -16.7-18.29.716.319.626.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹113.079
↓ -0.55
₹8,068 150 -16.3-20.72.916.119.820.1
Tata Large and Midcap Fund Growth ₹466.504
↓ -2.13
₹7,943 150 -12.6-15.83.815.219.815.5
Tata India Tax Savings Fund Growth ₹38.9107
↓ -0.19
₹4,398 500 -14.6-15713.31919.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25

1. TATA Infrastructure Fund

To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector.

TATA Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 15 in Sectoral category.  Return for 2024 was 22.9% , 2023 was 45.1% and 2022 was 7.6% .

Below is the key information for TATA Infrastructure Fund

TATA Infrastructure Fund
Growth
Launch Date 31 Dec 04
NAV (13 Mar 25) ₹147.057 ↓ -0.99   (-0.67 %)
Net Assets (Cr) ₹2,141 on 31 Jan 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio 0.02
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 150
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,353
28 Feb 22₹16,958
28 Feb 23₹18,946
29 Feb 24₹30,911
28 Feb 25₹27,470

TATA 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for TATA 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 13 Mar 25

DurationReturns
1 Month -2.8%
3 Month -21.9%
6 Month -25.8%
1 Year -3.8%
3 Year 18.9%
5 Year 25.5%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.9%
2022 45.1%
2021 7.6%
2020 53.5%
2019 11.1%
2018 2.8%
2017 -15.7%
2016 42.2%
2015 5.3%
2014 -0.2%
Fund Manager information for TATA Infrastructure Fund
NameSinceTenure
Abhinav Sharma9 Mar 213.98 Yr.

Data below for TATA Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials49.06%
Basic Materials15.25%
Utility14.51%
Real Estate7.06%
Consumer Cyclical3.71%
Technology3.19%
Communication Services1.46%
Energy1.12%
Asset Allocation
Asset ClassValue
Cash3.83%
Equity95.37%
Debt0.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 05 | LT
6%₹125 Cr349,889
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
4%₹75 Cr2,325,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 22 | RAMCOCEM
3%₹64 Cr696,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | 532538
3%₹54 Cr47,300
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Jan 21 | ADANIPORTS
2%₹51 Cr460,000
G R Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 23 | 543317
2%₹48 Cr377,647
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
2%₹48 Cr78,880
DLF Ltd (Real Estate)
Equity, Since 30 Sep 20 | 532868
2%₹48 Cr640,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Jan 22 | 532779
2%₹47 Cr320,000
Cummins India Ltd (Industrials)
Equity, Since 30 Nov 20 | 500480
2%₹40 Cr136,168

2. Tata Equity PE Fund

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity PE Fund is a Equity - Value fund was launched on 29 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 7 in Value category.  Return for 2024 was 21.7% , 2023 was 37% and 2022 was 5.9% .

Below is the key information for Tata Equity PE Fund

Tata Equity PE Fund
Growth
Launch Date 29 Jun 04
NAV (13 Mar 25) ₹303.991 ↓ -1.47   (-0.48 %)
Net Assets (Cr) ₹8,068 on 31 Jan 25
Category Equity - Value
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.3
Information Ratio 1.09
Alpha Ratio 0.37
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,774
28 Feb 22₹14,675
28 Feb 23₹15,946
29 Feb 24₹23,481
28 Feb 25₹23,627

Tata Equity PE 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 Tata Equity PE Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -3.8%
3 Month -16.3%
6 Month -19.7%
1 Year 4.3%
3 Year 17.6%
5 Year 21.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.7%
2022 37%
2021 5.9%
2020 28%
2019 12.5%
2018 5.3%
2017 -7.1%
2016 39.4%
2015 16.2%
2014 0.3%
Fund Manager information for Tata Equity PE Fund
NameSinceTenure
Sonam Udasi1 Apr 168.92 Yr.
Amey Sathe18 Jun 186.71 Yr.

Data below for Tata Equity PE Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services36.02%
Consumer Cyclical10.3%
Energy9.95%
Technology7.93%
Consumer Defensive6.9%
Utility6.28%
Health Care5.89%
Communication Services4.56%
Basic Materials4.3%
Industrials0.6%
Asset Allocation
Asset ClassValue
Cash7.28%
Equity92.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
9%₹760 Cr4,473,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500547
4%₹355 Cr13,590,000
Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 507685
4%₹342 Cr10,980,000
↓ -900,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹342 Cr8,640,000
↑ 180,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | 533398
4%₹299 Cr1,323,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹288 Cr2,300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
4%₹282 Cr6,310,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | DRREDDY
3%₹279 Cr2,295,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
3%₹274 Cr1,257,971
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 24 | 534816
3%₹247 Cr7,119,000
↑ 737,191

3. Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) is a Equity - Value fund was launched on 30 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Return for 2024 was 21.6% , 2023 was 36.8% and 2022 was 5.9% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Normal Dividend, Reinvestment
Launch Date 30 Jun 04
NAV (13 Mar 25) ₹101.754 ↓ -0.49   (-0.48 %)
Net Assets (Cr) ₹8,068 on 31 Jan 25
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.29
Information Ratio 1.06
Alpha Ratio 0.27
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,758
28 Feb 22₹14,638
28 Feb 23₹15,898
29 Feb 24₹23,374
28 Feb 25₹23,494

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) 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 Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -3.8%
3 Month -16.3%
6 Month -19.7%
1 Year 4.2%
3 Year 17.5%
5 Year 21.5%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.6%
2022 36.8%
2021 5.9%
2020 27.8%
2019 12.4%
2018 5.3%
2017 -7.1%
2016 39.4%
2015 16.2%
2014 0.3%
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
NameSinceTenure
Sonam Udasi1 Apr 168.92 Yr.
Amey Sathe18 Jun 186.71 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services36.02%
Consumer Cyclical10.3%
Energy9.95%
Technology7.93%
Consumer Defensive6.9%
Utility6.28%
Health Care5.89%
Communication Services4.56%
Basic Materials4.3%
Industrials0.6%
Asset Allocation
Asset ClassValue
Cash7.28%
Equity92.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
9%₹760 Cr4,473,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500547
4%₹355 Cr13,590,000
Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 507685
4%₹342 Cr10,980,000
↓ -900,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹342 Cr8,640,000
↑ 180,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | 533398
4%₹299 Cr1,323,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹288 Cr2,300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
4%₹282 Cr6,310,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | DRREDDY
3%₹279 Cr2,295,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
3%₹274 Cr1,257,971
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 24 | 534816
3%₹247 Cr7,119,000
↑ 737,191

4. TATA India Pharma & Healthcare Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.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.

TATA India Pharma & Healthcare Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Return for 2024 was 40.4% , 2023 was 36.6% and 2022 was -8% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (13 Mar 25) ₹27.3567 ↓ -0.11   (-0.41 %)
Net Assets (Cr) ₹1,212 on 31 Jan 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.9
Information Ratio 0.56
Alpha Ratio 2.72
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹14,904
28 Feb 22₹17,032
28 Feb 23₹16,283
29 Feb 24₹26,062
28 Feb 25₹27,619

TATA India Pharma & Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for TATA India Pharma & Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -4.7%
3 Month -10%
6 Month -13.3%
1 Year 12.8%
3 Year 17.3%
5 Year 24.7%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 36.6%
2021 -8%
2020 19.1%
2019 64.4%
2018 5.5%
2017 -2.6%
2016 4.7%
2015 -14.7%
2014
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure
Meeta Shetty9 Mar 213.98 Yr.
Rajat Srivastava16 Sep 240.45 Yr.

Data below for TATA India Pharma & Healthcare Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Health Care93.44%
Basic Materials2.22%
Asset Allocation
Asset ClassValue
Cash4.34%
Equity95.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA
12%₹140 Cr804,300
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DRREDDY
7%₹87 Cr714,555
↑ 100,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
7%₹87 Cr741,000
Lupin Ltd (Healthcare)
Equity, Since 30 Nov 17 | 500257
6%₹75 Cr360,240
↓ -50,000
Cipla Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500087
6%₹72 Cr490,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
5%₹59 Cr104,965
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Oct 20 | 532843
5%₹55 Cr855,100
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Dec 22 | 532321
4%₹46 Cr471,287
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP
3%₹40 Cr58,903
Wockhardt Ltd (Healthcare)
Equity, Since 31 Mar 24 | WOCKPHARMA
3%₹39 Cr274,871

5. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (13 Mar 25) ₹366.383 ↓ -1.79   (-0.49 %)
Net Assets (Cr) ₹4,354 on 31 Jan 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.35
Information Ratio -0.76
Alpha Ratio 0.05
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,070
28 Feb 22₹15,829
28 Feb 23₹16,477
29 Feb 24₹24,895
28 Feb 25₹24,735

TATA Mid Cap Growth 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 TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -3.8%
3 Month -16%
6 Month -19.6%
1 Year 6.3%
3 Year 16.5%
5 Year 22.9%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.7%
2022 40.5%
2021 0.6%
2020 40%
2019 24.3%
2018 6.5%
2017 -13%
2016 49.8%
2015 -2.2%
2014 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.98 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials23.38%
Financial Services20.39%
Health Care14.75%
Consumer Cyclical10.86%
Basic Materials9.49%
Technology5.68%
Real Estate4.84%
Communication Services2.98%
Utility1.87%
Energy1.69%
Consumer Defensive1.13%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹145 Cr1,300,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹127 Cr561,497
↓ -138,503
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹127 Cr1,800,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹127 Cr250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹125 Cr600,000
↑ 100,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹117 Cr1,000,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
3%₹112 Cr600,000
↑ 250,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
2%₹108 Cr369,694
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹104 Cr1,100,000
↑ 100,000
Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | 526299
2%₹101 Cr353,648
↑ 3,648

6. TATA Banking and Financial Services Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India.

TATA Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Return for 2024 was 9% , 2023 was 22% and 2022 was 16.9% .

Below is the key information for TATA Banking and Financial Services Fund

TATA Banking and Financial Services Fund
Growth
Launch Date 28 Dec 15
NAV (13 Mar 25) ₹36.5891 ↓ -0.08   (-0.22 %)
Net Assets (Cr) ₹2,324 on 31 Jan 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.17
Information Ratio 0.59
Alpha Ratio -5.9
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,895
28 Feb 22₹11,909
28 Feb 23₹13,452
29 Feb 24₹16,864
28 Feb 25₹18,185

TATA Banking and 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for TATA Banking and 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 13 Mar 25

DurationReturns
1 Month -2%
3 Month -9%
6 Month -8.4%
1 Year 10.6%
3 Year 16.4%
5 Year 15.1%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 9%
2022 22%
2021 16.9%
2020 11.9%
2019 2.7%
2018 25.7%
2017 -0.1%
2016 45%
2015 17.8%
2014
Fund Manager information for TATA Banking and Financial Services Fund
NameSinceTenure
Amey Sathe14 Oct 213.38 Yr.

Data below for TATA Banking and Financial Services Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services96.49%
Technology1.84%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK
23%₹544 Cr3,200,000
↑ 50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
9%₹219 Cr1,150,000
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹209 Cr1,665,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
8%₹197 Cr2,000,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹77 Cr990,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 20 | SBICARD
3%₹68 Cr880,000
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | PNBHOUSING
3%₹66 Cr750,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIGI
3%₹60 Cr325,000
↑ 25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 24 | 500034
2%₹55 Cr70,000
↑ 10,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFCLIFE
2%₹51 Cr800,000

7. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.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.

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Return for 2024 was 26.7% , 2023 was 35.8% and 2022 was 1% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (13 Mar 25) ₹38.8606 ↓ -0.18   (-0.45 %)
Net Assets (Cr) ₹2,268 on 31 Jan 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.58
Information Ratio -0.07
Alpha Ratio 1.16
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,018
28 Feb 22₹14,251
28 Feb 23₹14,872
29 Feb 24₹20,796
28 Feb 25₹22,082

TATA India Consumer Fund 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 TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -4.4%
3 Month -16.7%
6 Month -18.2%
1 Year 9.7%
3 Year 16.3%
5 Year 19.6%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.7%
2022 35.8%
2021 1%
2020 27.5%
2019 21%
2018 -2%
2017 -2.1%
2016 73.3%
2015 3.1%
2014
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 168.92 Yr.
Aditya Bagul3 Oct 231.41 Yr.

Data below for TATA India Consumer Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Consumer Cyclical33.76%
Consumer Defensive32.59%
Industrials13.86%
Technology5.15%
Financial Services3.44%
Basic Materials3.06%
Asset Allocation
Asset ClassValue
Cash8.14%
Equity91.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
10%₹238 Cr5,319,000
↑ 50,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
8%₹189 Cr8,568,000
↑ 180,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
6%₹130 Cr596,500
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500251
5%₹124 Cr216,000
↑ 72,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500800
4%₹94 Cr918,000
↓ -100,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
4%₹84 Cr365,000
Bikaji Foods International Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | BIKAJI
4%₹83 Cr1,207,774
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹78 Cr315,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | MARUTI
3%₹73 Cr59,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
3%₹69 Cr197,100
↑ 63,200

8. Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) is a Equity - Value fund was launched on 5 Oct 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Return for 2024 was 20.1% , 2023 was 35.2% and 2022 was 4.6% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Normal Dividend, Reinvestment
Launch Date 5 Oct 09
NAV (13 Mar 25) ₹113.079 ↓ -0.55   (-0.48 %)
Net Assets (Cr) ₹8,068 on 31 Jan 25
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.21
Information Ratio 0.67
Alpha Ratio -1.06
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,607
28 Feb 22₹14,118
28 Feb 23₹15,144
29 Feb 24₹22,012
28 Feb 25₹21,862

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) 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 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -3.8%
3 Month -16.3%
6 Month -20.7%
1 Year 2.9%
3 Year 16.1%
5 Year 19.8%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.1%
2022 35.2%
2021 4.6%
2020 24.8%
2019 11%
2018 5.3%
2017 -7.1%
2016 39.4%
2015 16.2%
2014 0.3%
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
NameSinceTenure
Sonam Udasi1 Apr 168.92 Yr.
Amey Sathe18 Jun 186.71 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services36.02%
Consumer Cyclical10.3%
Energy9.95%
Technology7.93%
Consumer Defensive6.9%
Utility6.28%
Health Care5.89%
Communication Services4.56%
Basic Materials4.3%
Industrials0.6%
Asset Allocation
Asset ClassValue
Cash7.28%
Equity92.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
9%₹760 Cr4,473,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500547
4%₹355 Cr13,590,000
Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 507685
4%₹342 Cr10,980,000
↓ -900,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹342 Cr8,640,000
↑ 180,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | 533398
4%₹299 Cr1,323,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹288 Cr2,300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
4%₹282 Cr6,310,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | DRREDDY
3%₹279 Cr2,295,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
3%₹274 Cr1,257,971
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 24 | 534816
3%₹247 Cr7,119,000
↑ 737,191

9. Tata Large and Midcap Fund

(Erstwhile Tata Equity Opportunities Fund)

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Tata Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 51 in Large & Mid Cap category.  Return for 2024 was 15.5% , 2023 was 22.9% and 2022 was 11.2% .

Below is the key information for Tata Large and Midcap Fund

Tata Large and Midcap Fund
Growth
Launch Date 25 Feb 93
NAV (13 Mar 25) ₹466.504 ↓ -2.13   (-0.45 %)
Net Assets (Cr) ₹7,943 on 31 Jan 25
Category Equity - Large & Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.16
Information Ratio -0.57
Alpha Ratio -2.24
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,157
28 Feb 22₹14,631
28 Feb 23₹16,384
29 Feb 24₹21,746
28 Feb 25₹21,613

Tata Large and Midcap Fund 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 Tata Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -1.8%
3 Month -12.6%
6 Month -15.8%
1 Year 3.8%
3 Year 15.2%
5 Year 19.8%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 15.5%
2022 22.9%
2021 11.2%
2020 28.5%
2019 15.5%
2018 13.9%
2017 -5.3%
2016 31.9%
2015 1.5%
2014 6.6%
Fund Manager information for Tata Large and Midcap Fund
NameSinceTenure
Chandraprakash Padiyar3 Sep 186.49 Yr.
Meeta Shetty1 Nov 195.33 Yr.

Data below for Tata Large and Midcap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services32.65%
Basic Materials11.07%
Industrials10.84%
Consumer Cyclical7.27%
Consumer Defensive6.92%
Health Care6.79%
Communication Services5.28%
Technology4.55%
Energy4.46%
Real Estate2.2%
Utility1.94%
Asset Allocation
Asset ClassValue
Cash6.03%
Equity93.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
10%₹759 Cr4,466,799
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | VBL
5%₹364 Cr6,786,250
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 17 | RELIANCE
4%₹354 Cr2,800,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
4%₹336 Cr4,350,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
4%₹319 Cr2,550,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 18 | PIIND
4%₹296 Cr850,000
↑ 100,000
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | IDFCFIRSTB
3%₹275 Cr43,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹256 Cr1,573,632
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 24 | SBICARD
3%₹250 Cr3,209,286
↑ 209,286
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Jun 21 | 532843
3%₹229 Cr3,574,802
↓ -226,898

10. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 1 in ELSS category.  Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (13 Mar 25) ₹38.9107 ↓ -0.19   (-0.49 %)
Net Assets (Cr) ₹4,398 on 31 Jan 25
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.42
Information Ratio -0.14
Alpha Ratio 1.91
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,766
28 Feb 22₹14,740
28 Feb 23₹15,561
29 Feb 24₹20,463
28 Feb 25₹20,965

Tata India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -3.8%
3 Month -14.6%
6 Month -15%
1 Year 7%
3 Year 13.3%
5 Year 19%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.5%
2022 24%
2021 5.9%
2020 30.4%
2019 11.9%
2018 13.6%
2017 -8.4%
2016 46%
2015 2.1%
2014 13.3%
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Sailesh Jain16 Dec 213.21 Yr.
Tejas Gutka9 Mar 213.98 Yr.

Data below for Tata India Tax Savings Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services31.02%
Consumer Cyclical15.05%
Industrials14.96%
Technology7.95%
Basic Materials7.21%
Energy5.19%
Communication Services3.74%
Health Care3.54%
Real Estate2.78%
Utility2.54%
Consumer Defensive1.49%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹293 Cr1,725,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
6%₹266 Cr2,125,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
5%₹218 Cr1,160,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹171 Cr1,350,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
4%₹168 Cr2,175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹153 Cr940,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹128 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹126 Cr352,147
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
3%₹112 Cr3,451,000
Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD
2%₹103 Cr2,037,000

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), 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!

ടാറ്റ മ്യൂച്വൽ ഫണ്ട് SIP 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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