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10 सर्वोत्तम DSP BlackRock SIP म्युच्युअल फंड 2022 | सर्वोत्तम एसआयपी फंड

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10 सर्वोत्कृष्ट DSP BlackRock SIP म्युच्युअल फंड 2022

Updated on November 1, 2024 , 7039 views

डीएसपी ब्लॅकरॉक SIP सर्वात कार्यक्षम मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा. SIP किंवा पद्धतशीरगुंतवणूक योजना ए सारखे कार्य करतेआवर्ती ठेव, ज्यामध्ये तुम्हाला ठराविक अंतरासाठी मासिक थोडे पैसे गुंतवणे आवश्यक आहे.

एसआयपी ही सर्वात परवडणारी गुंतवणुकीची पद्धत असल्याने कोणीही सुरुवात करू शकतोगुंतवणूक फक्त INR 500. SIP सह, कोणीही त्यांची योजना देखील करू शकतोआर्थिक उद्दिष्टे जसेनिवृत्ती नियोजन, लग्न, घर/कार खरेदी, उच्च शिक्षण इ.

गुंतवणुकदार गुंतवणूक करण्याचा विचार करत आहेतइक्विटी फंड, गुंतवणूक करण्यासाठी आदर्श मार्गाने SIP. ते इक्विटीचे नुकसान संतुलित करतातबाजार आणि स्थिर परतावा देण्याची खात्री करा.

DSPBR

डीएसपीबीआर एसआयपी फंडात गुंतवणूक का करावी?

SIP चे काही फायदे आहेत:

  • रुपयाची सरासरी किंमत
  • कंपाउंडिंगची शक्ती
  • दीर्घकालीन बचतीची सवय
  • लवचिक आणि परवडणारे
  • बाजाराला वेळ देण्याची गरज नाही

त्यामुळे गुंतवणूकदार उत्सुक आहेतSIP मध्ये गुंतवणूक करा सर्वोत्तम DSP BlackRock SIP निवडू शकताम्युच्युअल फंड खालील प्रमाणे. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.

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इक्विटीजसाठी डीएसपी ब्लॅकरॉकद्वारे सर्वोत्तम एसआयपी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
DSP BlackRock India T.I.G.E.R Fund Growth ₹328.947
↑ 4.06
₹5,646 500 -4.411.96232.228.949
DSP BlackRock Small Cap Fund  Growth ₹196.999
↑ 3.20
₹16,705 500 0.816.239.722.930.441.2
DSP BlackRock Equity Opportunities Fund Growth ₹607.428
↑ 0.28
₹14,486 500 -2.913.545.918.621.432.5
DSP BlackRock Tax Saver Fund Growth ₹136.931
↑ 0.12
₹17,771 500 -21546.518.621.830
DSP BlackRock Natural Resources and New Energy Fund Growth ₹90.351
↓ -0.05
₹1,336 500 -6.12.744.518.522.831.2
DSP BlackRock Midcap Fund Growth ₹144.425
↑ 0.63
₹20,237 500 -3.515.441.315.920.838.4
DSP BlackRock TOP 100 Equity Growth ₹458.443
↓ -0.32
₹4,613 500 -0.91339.515.715.726.6
DSP BlackRock Focus Fund Growth ₹53.27
↓ -0.09
₹2,704 500 -0.415.141.115.716.434.2
DSP BlackRock Equity Fund Growth ₹102.262
↑ 0.26
₹12,416 500 -0.615.137.914.719.232.2
DSP BlackRock US Flexible Equity Fund Growth ₹54.3392
↓ -1.27
₹872 500 0.15.226.29.415.722
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24

1. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 12 in Sectoral category.  Return for 2023 was 49% , 2022 was 13.9% and 2021 was 51.6% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (31 Oct 24) ₹328.947 ↑ 4.06   (1.25 %)
Net Assets (Cr) ₹5,646 on 30 Sep 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 2.89
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,260
31 Oct 21₹15,439
31 Oct 22₹17,292
31 Oct 23₹22,000
31 Oct 24₹35,645

DSP BlackRock India T.I.G.E.R Fund SIP Returns

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

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.6%
3 Month -4.4%
6 Month 11.9%
1 Year 62%
3 Year 32.2%
5 Year 28.9%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
2014 61.3%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1014.29 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials42.04%
Basic Materials16.63%
Consumer Cyclical8.72%
Energy7.53%
Utility6.34%
Technology4.94%
Communication Services4.25%
Financial Services3.37%
Consumer Defensive1.32%
Real Estate0.81%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
6%₹358 Cr8,078,568
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
5%₹268 Cr369,482
↑ 23,519
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹217 Cr591,385
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹185 Cr1,080,606
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
3%₹185 Cr1,502,475
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹171 Cr1,253,711
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹169 Cr3,321,453
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
3%₹142 Cr204,150
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MOTHERSON
2%₹111 Cr5,231,754
↑ 1,357,445
KFin Technologies Ltd (Technology)
Equity, Since 31 Jan 24 | KFINTECH
2%₹104 Cr1,022,718
↓ -80,636

2. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (31 Oct 24) ₹196.999 ↑ 3.20   (1.65 %)
Net Assets (Cr) ₹16,705 on 30 Sep 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.69
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,638
31 Oct 21₹20,307
31 Oct 22₹21,585
31 Oct 23₹27,015
31 Oct 24₹37,727

DSP BlackRock Small Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -3.3%
3 Month 0.8%
6 Month 16.2%
1 Year 39.7%
3 Year 22.9%
5 Year 30.4%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1014.29 Yr.
Resham Jain16 Mar 186.55 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical32.87%
Basic Materials18.91%
Industrials17.95%
Health Care8.38%
Consumer Defensive7.45%
Financial Services4.13%
Technology3.14%
Communication Services1.07%
Utility0.21%
Asset Allocation
Asset ClassValue
Cash5.89%
Equity94.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
4%₹616 Cr7,937,996
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹525 Cr1,746,352
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹483 Cr6,296,696
↓ -100,000
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹480 Cr9,260,495
↓ -99,109
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹435 Cr9,143,737
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
2%₹411 Cr3,538,190
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹400 Cr2,500,000
↓ -335,306
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹399 Cr10,000,000
↓ -1,568,344
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹383 Cr1,629,601
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
2%₹351 Cr2,341,299

3. DSP BlackRock Equity Opportunities Fund

(Erstwhile DSP BlackRock Opportunities Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 4 in Large & Mid Cap category.  Return for 2023 was 32.5% , 2022 was 4.4% and 2021 was 31.2% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (31 Oct 24) ₹607.428 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹14,486 on 30 Sep 24
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.65
Information Ratio -0.02
Alpha Ratio 2.42
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,673
31 Oct 21₹15,772
31 Oct 22₹15,824
31 Oct 23₹18,054
31 Oct 24₹26,335

DSP BlackRock Equity Opportunities Fund SIP Returns

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

Returns for DSP BlackRock Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.7%
3 Month -2.9%
6 Month 13.5%
1 Year 45.9%
3 Year 18.6%
5 Year 21.4%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.5%
2022 4.4%
2021 31.2%
2020 14.2%
2019 11.4%
2018 -9.2%
2017 40.1%
2016 11.2%
2015 6.1%
2014 45.4%
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 159.34 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services32.78%
Basic Materials10.93%
Consumer Cyclical10.33%
Health Care8.24%
Industrials7.9%
Technology7.46%
Energy6.51%
Consumer Defensive4.56%
Utility4.51%
Communication Services2.87%
Real Estate1.18%
Asset Allocation
Asset ClassValue
Cash2.72%
Equity97.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
6%₹820 Cr4,734,109
↑ 795,474
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹783 Cr6,147,373
↑ 398,876
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
3%₹435 Cr3,533,515
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹408 Cr5,177,035
↓ -450,129
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
3%₹395 Cr8,970,842
↑ 349,846
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK
2%₹333 Cr1,797,495
↑ 392,130
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
2%₹319 Cr6,544,329
↓ -749,924
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
2%₹299 Cr1,596,312
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹293 Cr13,852,049
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
2%₹287 Cr408,776

4. DSP BlackRock Tax Saver Fund

The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.

DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 12 in ELSS category.  Return for 2023 was 30% , 2022 was 4.5% and 2021 was 35.1% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (31 Oct 24) ₹136.931 ↑ 0.12   (0.08 %)
Net Assets (Cr) ₹17,771 on 30 Sep 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.71
Information Ratio 0.71
Alpha Ratio 2.74
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,666
31 Oct 21₹16,099
31 Oct 22₹16,365
31 Oct 23₹18,337
31 Oct 24₹26,861

DSP BlackRock Tax Saver 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 DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.2%
3 Month -2%
6 Month 15%
1 Year 46.5%
3 Year 18.6%
5 Year 21.8%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 4.5%
2021 35.1%
2020 15%
2019 14.8%
2018 -7.6%
2017 36.3%
2016 11.3%
2015 4.4%
2014 52.2%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 159.22 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services35.6%
Consumer Cyclical9.98%
Basic Materials9.24%
Industrials8.16%
Technology7.94%
Health Care7.43%
Consumer Defensive5.49%
Energy4.88%
Utility4.11%
Communication Services3.9%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹1,541 Cr8,899,468
↑ 980,097
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹1,213 Cr9,528,194
↑ 491,010
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹616 Cr7,824,291
↓ -552,125
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹603 Cr3,215,957
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹581 Cr4,716,056
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹442 Cr1,495,324
↑ 33,982
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK
2%₹423 Cr2,279,605
↑ 240,409
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹401 Cr1,294,144
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹396 Cr18,718,335
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
2%₹395 Cr8,907,565

5. DSP BlackRock Natural Resources and New Energy Fund

To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes.

DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 31.2% , 2022 was 9.8% and 2021 was 42.8% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (31 Oct 24) ₹90.351 ↓ -0.05   (-0.05 %)
Net Assets (Cr) ₹1,336 on 30 Sep 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.7
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,695
31 Oct 21₹16,770
31 Oct 22₹16,195
31 Oct 23₹19,298
31 Oct 24₹27,882

DSP BlackRock Natural Resources and New Energy 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 DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -8.4%
3 Month -6.1%
6 Month 2.7%
1 Year 44.5%
3 Year 18.5%
5 Year 22.8%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 9.8%
2021 42.8%
2020 11.5%
2019 4.4%
2018 -15.3%
2017 43.1%
2016 43.1%
2015 -1.7%
2014 46.8%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 1212.26 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Basic Materials45.88%
Energy36.16%
Utility11.1%
Industrials1.97%
Technology1.81%
Consumer Cyclical0.07%
Asset Allocation
Asset ClassValue
Cash3.02%
Equity96.98%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹124 Cr1,640,492
↑ 141,979
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
8%₹113 Cr2,216,109
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
8%₹110 Cr6,535,439
↑ 617,757
BGF World Energy I2
Investment Fund | -
7%₹97 Cr404,694
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
7%₹93 Cr898,497
↑ 94,947
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 532234
6%₹79 Cr3,736,047
↑ 440,465
BGF Sustainable Energy I2
Investment Fund | -
6%₹76 Cr443,474
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
5%₹69 Cr2,807,599
↑ 775,598
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
5%₹60 Cr2,501,323
↓ -545,270
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
4%₹55 Cr940,954
↓ -199,560

6. DSP BlackRock Midcap Fund

(Erstwhile DSP BlackRock Small and Mid Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 20 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was -4.9% and 2021 was 28.3% .

Below is the key information for DSP BlackRock Midcap Fund

DSP BlackRock Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (31 Oct 24) ₹144.425 ↑ 0.63   (0.44 %)
Net Assets (Cr) ₹20,237 on 30 Sep 24
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.03
Information Ratio -1.58
Alpha Ratio -2.77
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,947
31 Oct 21₹16,494
31 Oct 22₹15,756
31 Oct 23₹18,182
31 Oct 24₹25,698

DSP BlackRock 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for DSP BlackRock 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 31 Oct 24

DurationReturns
1 Month -5.7%
3 Month -3.5%
6 Month 15.4%
1 Year 41.3%
3 Year 15.9%
5 Year 20.8%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 -4.9%
2021 28.3%
2020 23.6%
2019 9.2%
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
2014 70.5%
Fund Manager information for DSP BlackRock Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 1212.26 Yr.
Abhishek Ghosh1 Sep 222.08 Yr.

Data below for DSP BlackRock Midcap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical18.7%
Industrials18.55%
Financial Services15.2%
Basic Materials13.56%
Technology9.42%
Health Care8.45%
Consumer Defensive3.47%
Energy2.96%
Real Estate2.62%
Utility2.18%
Communication Services0%
Asset Allocation
Asset ClassValue
Cash4.88%
Equity95.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
4%₹766 Cr1,091,482
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 540611
3%₹658 Cr8,887,244
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
3%₹646 Cr4,309,410
↓ -372,932
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 500493
3%₹613 Cr4,044,324
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
3%₹579 Cr3,454,827
↓ -97,333
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹566 Cr11,595,035
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 500271
3%₹531 Cr4,455,570
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | 503100
3%₹529 Cr2,867,502
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 16 | FEDERALBNK
3%₹516 Cr26,232,248
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | HEROMOTOCO
2%₹493 Cr862,348

7. DSP BlackRock TOP 100 Equity

The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India.

DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 60 in Large Cap category.  Return for 2023 was 26.6% , 2022 was 1.4% and 2021 was 19.5% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (31 Oct 24) ₹458.443 ↓ -0.32   (-0.07 %)
Net Assets (Cr) ₹4,613 on 30 Sep 24
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.71
Information Ratio 0.05
Alpha Ratio 5.09
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,306
31 Oct 21₹13,385
31 Oct 22₹13,536
31 Oct 23₹14,874
31 Oct 24₹20,754

DSP BlackRock TOP 100 Equity 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 DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -4.4%
3 Month -0.9%
6 Month 13%
1 Year 39.5%
3 Year 15.7%
5 Year 15.7%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.6%
2022 1.4%
2021 19.5%
2020 7.5%
2019 14.8%
2018 -2.7%
2017 26.5%
2016 4.9%
2015 -2.3%
2014 37.5%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Abhishek Singh1 Jun 222.33 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services43.21%
Consumer Cyclical13.86%
Health Care10.4%
Technology7.42%
Consumer Defensive5.93%
Utility3.5%
Basic Materials2.67%
Energy1.93%
Communication Services1.2%
Industrials0.32%
Asset Allocation
Asset ClassValue
Cash9.48%
Equity90.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹424 Cr2,446,354
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
9%₹421 Cr3,310,445
↑ 181,295
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹274 Cr5,282,635
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹237 Cr765,267
↑ 33,111
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹229 Cr296,665
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
5%₹213 Cr1,725,306
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹195 Cr1,056,648
State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN
4%₹187 Cr2,369,151
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
4%₹165 Cr889,249
↑ 74,835
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 532555
3%₹161 Cr3,641,621
↑ 280,050

8. DSP BlackRock Focus Fund

(Erstwhile DSP BlackRock Focus 25 Fund)

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.

DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 27 in Focused category.  Return for 2023 was 34.2% , 2022 was -4.5% and 2021 was 22.3% .

Below is the key information for DSP BlackRock Focus Fund

DSP BlackRock Focus Fund
Growth
Launch Date 10 Jun 10
NAV (31 Oct 24) ₹53.27 ↓ -0.09   (-0.16 %)
Net Assets (Cr) ₹2,704 on 30 Sep 24
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 2.42
Information Ratio -0.09
Alpha Ratio 1.31
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,543
31 Oct 21₹13,812
31 Oct 22₹13,818
31 Oct 23₹15,167
31 Oct 24₹21,394

DSP BlackRock Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for DSP BlackRock Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.7%
3 Month -0.4%
6 Month 15.1%
1 Year 41.1%
3 Year 15.7%
5 Year 16.4%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.2%
2022 -4.5%
2021 22.3%
2020 9%
2019 18%
2018 -5.6%
2017 29.2%
2016 6.1%
2015 2%
2014 49.9%
Fund Manager information for DSP BlackRock Focus Fund
NameSinceTenure
Vinit Sambre1 Jun 204.34 Yr.
Bhavin Gandhi1 Feb 240.67 Yr.

Data below for DSP BlackRock Focus Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services29.63%
Health Care10.78%
Consumer Cyclical10.75%
Technology10.26%
Basic Materials10.01%
Industrials7.12%
Energy5.28%
Real Estate3.81%
Consumer Defensive2.87%
Utility2.46%
Asset Allocation
Asset ClassValue
Cash7.02%
Equity92.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
6%₹171 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹146 Cr1,148,242
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
5%₹123 Cr175,963
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN
5%₹123 Cr766,081
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
4%₹119 Cr791,597
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹117 Cr677,687
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532215
4%₹109 Cr885,319
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
4%₹106 Cr865,160
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 503100
4%₹103 Cr558,910
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Nov 23 | SUVENPHAR
4%₹101 Cr856,837

9. DSP BlackRock Equity Fund

Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities.

DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 42 in Multi Cap category.  Return for 2023 was 32.2% , 2022 was -4.5% and 2021 was 32.4% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (31 Oct 24) ₹102.262 ↑ 0.26   (0.26 %)
Net Assets (Cr) ₹12,416 on 30 Sep 24
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.27
Information Ratio -0.31
Alpha Ratio -2.43
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,904
31 Oct 21₹15,972
31 Oct 22₹15,212
31 Oct 23₹17,469
31 Oct 24₹24,099

DSP BlackRock Equity Fund SIP Returns

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

Returns for DSP BlackRock Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5%
3 Month -0.6%
6 Month 15.1%
1 Year 37.9%
3 Year 14.7%
5 Year 19.2%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.2%
2022 -4.5%
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Bhavin Gandhi1 Mar 240.58 Yr.

Data below for DSP BlackRock Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services33.88%
Consumer Cyclical11.46%
Industrials11.23%
Basic Materials9.99%
Technology9.44%
Health Care7.64%
Consumer Defensive7.2%
Energy2.75%
Communication Services2.11%
Utility1.41%
Asset Allocation
Asset ClassValue
Cash2.88%
Equity97.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹752 Cr975,974
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
5%₹676 Cr5,312,410
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
5%₹562 Cr3,246,376
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹494 Cr4,007,260
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹418 Cr2,226,337
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
3%₹417 Cr19,711,504
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 24 | CHOLAFIN
3%₹347 Cr2,159,903
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹313 Cr614,240
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
3%₹313 Cr1,057,639
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
2%₹296 Cr421,768

10. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 3 in Global category.  Return for 2023 was 22% , 2022 was -5.9% and 2021 was 24.2% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (31 Oct 24) ₹54.3392 ↓ -1.27   (-2.29 %)
Net Assets (Cr) ₹872 on 30 Sep 24
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.54
Sharpe Ratio 1.37
Information Ratio -0.65
Alpha Ratio -6.17
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,618
31 Oct 21₹15,829
31 Oct 22₹15,229
31 Oct 23₹16,428
31 Oct 24₹20,733

DSP BlackRock US Flexible Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for DSP BlackRock US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -1.8%
3 Month 0.1%
6 Month 5.2%
1 Year 26.2%
3 Year 9.4%
5 Year 15.7%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22%
2022 -5.9%
2021 24.2%
2020 22.6%
2019 27.5%
2018 -1.1%
2017 15.5%
2016 9.8%
2015 2.5%
2014 13.1%
Fund Manager information for DSP BlackRock US Flexible Equity Fund
NameSinceTenure
Jay Kothari1 Mar 1311.59 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Technology31.9%
Health Care16.3%
Communication Services12.92%
Financial Services12.36%
Consumer Cyclical9.97%
Basic Materials3.65%
Energy3.63%
Industrials2.74%
Consumer Defensive2.72%
Real Estate1.66%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.84%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
99%₹899 Cr2,295,909
↓ -21,355
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹12 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹2 Cr

SIP गुंतवणूक कशी वाढते?

आपले कसे हे जाणून घ्यायचे आहेएसआयपी गुंतवणूक तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास वाढ होईल? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.

SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर

SIP कॅल्क्युलेटर सहसा गुंतवणूक करू इच्छित असलेल्या SIP गुंतवणुकीची रक्कम(ध्येय), आवश्यक गुंतवणुकीची वर्षांची संख्या, अपेक्षित असे इनपुट घेतात.महागाई दर (याचा हिशेब असणे आवश्यक आहे!) आणि अपेक्षित परतावा. म्हणून, एक ध्येय साध्य करण्यासाठी आवश्यक असलेल्या SIP परताव्याची गणना करू शकते!

समजा, तुम्ही 10 रुपये गुंतवले तर,000 10 वर्षांसाठी, तुमची SIP गुंतवणूक कशी वाढते ते पहा-

मासिक गुंतवणूक: INR 10,000

गुंतवणुकीचा कालावधी: 10 वर्षे

एकूण गुंतवणूक केलेली रक्कम: INR 12,00,000

दीर्घकालीन वाढीचा दर (अंदाजे): १५%

नुसार अपेक्षित परतावासिप कॅल्क्युलेटर: 27,86,573 रुपये

निव्वळ नफा: 15,86,573 रुपये (निरपेक्ष परतावा= 132.2%)

वरील गणिते दाखवतात की जर तुम्ही 10 वर्षांसाठी मासिक 10,000 रुपये गुंतवले तर (एकूण INR12,00,000) तुम्ही कमवालINR 27,86,573, याचा अर्थ तुम्ही कमावलेला निव्वळ नफा आहेINR १५,८६,५७३. छान आहे ना!

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