fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
5 सर्वोत्कृष्ट जेएम वित्तीय एसआयपी फंड 2020 | सर्वोत्कृष्ट एसआयपी फंड

फिन्कॅश »जेएम फायनान्स म्युच्युअल फंड »बेस्ट जेएम फायनान्शियल एसआयपी फंड्स

5 सर्वोत्तम जेएम फायनान्शियल एसआयपी फंड 2020

Updated on November 1, 2024 , 1218 views

जेएम फायनान्शियलएसआयपी हा एक कार्यक्षम मार्ग आहेम्युच्युअल फंडामध्ये गुंतवणूक करा. एसआयपी ही एक पद्धत आहेगुंतवणूक एक निश्चित रक्कम, नियमितपणे, ए मध्येम्युच्युअल फंड योजना. हे जसे की नियमित बचत योजनांसारखेच आहेआवर्ती ठेव. येथे, तुम्ही ठरलेल्या मध्यांतर थोड्या पैशांची गुंतवणूक करु शकता. एसआयपी आपल्याला दीर्घ मुदतीसाठी मदत करतेआर्थिक लक्ष्ये अगदी मासिक गुंतवणूकीच्या अगदी थोड्या रकमेसह. एकगुंतवणूकदार मासिक / तिमाहीसारख्या गुंतवणूकीच्या ठराविक अंतराने 500 पेक्षा कमी गुंतवणूक करु शकते. हे सोपे आणि परवडणारे आहे. गुंतवणूकदार ज्यांना इक्विटीमध्ये गुंतवणूक करायची आहे, ती सिस्टीमॅटिकगुंतवणूकीची योजना गुंतवणूक करण्याचा एक आदर्श मार्ग आहे. एसआयपी इक्विटी गुंतवणूकीतील नुकसान संतुलित करते.

जेएम फायनान्शियल एसआयपी फंडात गुंतवणूक का करावी?

काहीएसआयपीचे फायदे आहेत:

  • रुपयाची सरासरी किंमत
  • कंपाऊंडिंगची शक्ती
  • दीर्घ मुदतीच्या बचतीची सवय
  • स्वस्त आणि लवचिक
  • बाजाराची वेळ करण्याची गरज नाही

ज्या गुंतवणूकदारांना उत्सुकता आहेएसआयपीमध्ये गुंतवणूक करा, गुंतवणूकीसाठी येथे सर्वोत्तम जेएम फायनान्शियल एसआयपी फंड आहेतइक्विटी फंड. एयूएम, मागील कामगिरी, पीअर एव्हरेज रिटर्न आणि इतर माहिती गुणोत्तर इत्यादीसारख्या विविध बाबींचा अवलंब करुन हे फंड शॉर्टलिस्ट केले गेले आहेत.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

बेस्ट जेएम फायनान्शियल एसआयपी म्युच्युअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹104.36
↑ 0.70
₹4,531 500 -3.313.154.826.424.640
JM Value Fund Growth ₹103.127
↑ 0.31
₹1,085 500 -5.411.548.525.725.247.7
JM Tax Gain Fund Growth ₹49.5242
↑ 0.15
₹187 500 -2.613.149.519.321.830.9
JM Core 11 Fund Growth ₹20.3515
↓ -0.10
₹177 500 -2.27.64219.116.232.9
JM Large Cap Fund Growth ₹157.806
↓ -0.69
₹429 500 -5.96.138.716.718.529.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24

1. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (31 Oct 24) ₹104.36 ↑ 0.70   (0.67 %)
Net Assets (Cr) ₹4,531 on 30 Sep 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 3.21
Information Ratio 1.8
Alpha Ratio 13.45
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,949
31 Oct 21₹14,858
31 Oct 22₹15,724
31 Oct 23₹19,376
31 Oct 24₹30,001

JM Multicap Fund SIP Returns

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

Returns for JM Multicap Fund

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

DurationReturns
1 Month -4.2%
3 Month -3.3%
6 Month 13.1%
1 Year 54.8%
3 Year 26.4%
5 Year 24.6%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.12 Yr.
Asit Bhandarkar1 Oct 240 Yr.
Chaitanya Choksi31 Dec 212.75 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Multicap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services23.63%
Basic Materials14.83%
Industrials14.15%
Consumer Cyclical13.39%
Technology9.68%
Health Care9.21%
Consumer Defensive5.28%
Utility4.63%
Energy1.68%
Communication Services1.51%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash0.97%
Equity99.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹293 Cr1,690,500
↑ 910,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹200 Cr1,570,800
↑ 690,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹168 Cr897,750
↑ 225,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹138 Cr375,231
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹136 Cr1,725,000
↑ 725,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY
3%₹132 Cr195,522
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500820
3%₹117 Cr350,500
↑ 170,500
CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC
3%₹115 Cr5,711,774
↓ -200,000
KEC International Ltd (Industrials)
Equity, Since 31 Mar 24 | 532714
2%₹106 Cr1,023,531
↑ 90,325
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON
2%₹106 Cr5,026,315
↑ 526,315

2. JM Value Fund

(Erstwhile JM Basic Fund)

The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus.

JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 15 in Value category.  Return for 2023 was 47.7% , 2022 was 5.3% and 2021 was 36.3% .

Below is the key information for JM Value Fund

JM Value Fund
Growth
Launch Date 2 Jun 97
NAV (31 Oct 24) ₹103.127 ↑ 0.31   (0.30 %)
Net Assets (Cr) ₹1,085 on 30 Sep 24
Category Equity - Value
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.47
Sharpe Ratio 2.54
Information Ratio 1.42
Alpha Ratio 8.74
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,288
31 Oct 21₹15,503
31 Oct 22₹15,675
31 Oct 23₹20,708
31 Oct 24₹30,759

JM Value 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 JM Value 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%
3 Month -5.4%
6 Month 11.5%
1 Year 48.5%
3 Year 25.7%
5 Year 25.2%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 47.7%
2022 5.3%
2021 36.3%
2020 13.4%
2019 11.9%
2018 -11.2%
2017 44.6%
2016 12.1%
2015 3.5%
2014 52.4%
Fund Manager information for JM Value Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.12 Yr.
Asit Bhandarkar11 Dec 0617.82 Yr.
Chaitanya Choksi1 Oct 240 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Value Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services21.2%
Consumer Cyclical19.39%
Industrials15.17%
Health Care11.77%
Utility7.83%
Basic Materials6.69%
Technology5.58%
Energy5.04%
Consumer Defensive3.43%
Real Estate3.18%
Communication Services0.6%
Asset Allocation
Asset ClassValue
Cash0.14%
Equity99.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
6%₹68 Cr390,605
↑ 195,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
3%₹35 Cr780,000
↑ 180,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 24 | DRREDDY
3%₹32 Cr48,000
↑ 23,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹32 Cr250,000
↑ 50,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 24 | HINDPETRO
3%₹30 Cr690,000
↑ 125,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
3%₹28 Cr149,105
Restaurant Brands Asia Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 24 | RBA
2%₹25 Cr2,231,360
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | LICHSGFIN
2%₹24 Cr361,050
↑ 68,500
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
2%₹24 Cr300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
2%₹22 Cr60,000
↑ 2,500

3. JM Tax Gain Fund

The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 18 in ELSS category.  Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (31 Oct 24) ₹49.5242 ↑ 0.15   (0.31 %)
Net Assets (Cr) ₹187 on 30 Sep 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 2.88
Information Ratio 0.66
Alpha Ratio 8.38
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₹9,702
31 Oct 21₹15,817
31 Oct 22₹15,662
31 Oct 23₹17,953
31 Oct 24₹26,849

JM Tax Gain 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 JM Tax Gain 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 -5.5%
3 Month -2.6%
6 Month 13.1%
1 Year 49.5%
3 Year 19.3%
5 Year 21.8%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
2014 54.9%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240 Yr.
Asit Bhandarkar31 Dec 212.75 Yr.
Chaitanya Choksi18 Jul 1410.21 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Tax Gain Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.11%
Industrials19.67%
Consumer Cyclical13.61%
Basic Materials13.58%
Technology11.18%
Consumer Defensive8.27%
Health Care5.99%
Communication Services3.49%
Utility1.9%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹10 Cr58,131
↑ 20,500
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
5%₹9 Cr49,465
↑ 14,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
3%₹6 Cr50,975
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹6 Cr16,750
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹5 Cr62,900
↑ 22,500
Newgen Software Technologies Ltd (Technology)
Equity, Since 30 Nov 23 | NEWGEN
2%₹4 Cr31,750
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹4 Cr150,500
Hindalco Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | HINDALCO
2%₹4 Cr54,000
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
2%₹4 Cr23,200
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
2%₹4 Cr5,096

4. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 4.4% since its launch.  Ranked 18 in Large Cap category.  Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (31 Oct 24) ₹20.3515 ↓ -0.10   (-0.46 %)
Net Assets (Cr) ₹177 on 30 Sep 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio 2.49
Information Ratio 0.58
Alpha Ratio 3.93
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,395
31 Oct 21₹12,562
31 Oct 22₹12,762
31 Oct 23₹14,949
31 Oct 24₹21,223

JM Core 11 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 JM Core 11 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 -4.3%
3 Month -2.2%
6 Month 7.6%
1 Year 42%
3 Year 19.1%
5 Year 16.2%
10 Year
15 Year
Since launch 4.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.9%
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Satish Ramanathan1 Oct 240 Yr.
Asit Bhandarkar25 Feb 0915.61 Yr.
Chaitanya Choksi18 Jul 1410.21 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Core 11 Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services24.81%
Consumer Cyclical22.42%
Industrials15.58%
Technology9.04%
Basic Materials8.85%
Health Care5.72%
Consumer Defensive4.09%
Utility2.75%
Energy2.68%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK
6%₹11 Cr66,000
↑ 66,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK
6%₹11 Cr83,000
↑ 35,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY
5%₹9 Cr49,110
↑ 22,500
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500251
4%₹8 Cr10,109
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | NESTLEIND
4%₹7 Cr27,000
↑ 7,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543320
4%₹7 Cr260,000
↓ -60,000
Havells India Ltd (Industrials)
Equity, Since 30 Jun 24 | 517354
4%₹7 Cr34,697
↑ 1,500
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | TITAN
4%₹7 Cr18,000
↑ 18,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 24 | BSOFT
4%₹7 Cr113,500
↑ 22,500
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER
4%₹7 Cr14,000
↑ 1,300

5. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.8% since its launch.  Ranked 73 in Large Cap category.  Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (31 Oct 24) ₹157.806 ↓ -0.69   (-0.44 %)
Net Assets (Cr) ₹429 on 30 Sep 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 2.59
Information Ratio 0.6
Alpha Ratio 5.94
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,562
31 Oct 21₹14,723
31 Oct 22₹15,175
31 Oct 23₹16,851
31 Oct 24₹23,378

JM Large 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for JM Large 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 -5.7%
3 Month -5.9%
6 Month 6.1%
1 Year 38.7%
3 Year 16.7%
5 Year 18.5%
10 Year
15 Year
Since launch 9.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.12 Yr.
Asit Bhandarkar5 Oct 176.99 Yr.
Chaitanya Choksi1 Oct 240 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Large Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services28.87%
Consumer Cyclical15.17%
Basic Materials14.88%
Technology10.3%
Industrials6.87%
Utility6.19%
Consumer Defensive5.89%
Energy4.59%
Health Care4.18%
Communication Services1.39%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
9%₹37 Cr211,472
↑ 71,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
6%₹28 Cr216,087
↑ 79,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
5%₹20 Cr105,398
↑ 40,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555
4%₹16 Cr353,200
↓ -27,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
3%₹14 Cr179,397
↑ 50,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 500820
3%₹14 Cr42,165
↓ -10,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC
3%₹14 Cr270,000
↑ 130,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
3%₹14 Cr46,500
↑ 15,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
3%₹13 Cr35,807
↓ -10,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TITAN
3%₹13 Cr33,700
↑ 2,700

एसआयपी गुंतवणूक कशी वाढेल?

कसे ते जाणून घेऊ इच्छितएसआयपी गुंतवणूक आपण विशिष्ट कालावधीसाठी विशिष्ट रक्कम मासिक गुंतवणूक केल्यास वाढेल? आम्ही एक उदाहरण देऊन आपले स्पष्टीकरण देऊ.

एसआयपी कॅल्क्युलेटर किंवा एसआयपी रिटर्न कॅल्क्युलेटर

एसआयपी कॅल्क्युलेटर सहसा इनपुट घेतात जसे की एसआयपी गुंतवणूकीची रक्कम (ध्येय) एखाद्याने गुंतवणूकीची अपेक्षा केली तर किती वर्षांची गुंतवणूक अपेक्षित आहेमहागाई दर (एखाद्याने याचा हिसाब करणे आवश्यक आहे!) आणि अपेक्षित उत्पन्न. म्हणूनच, एखादे उद्दीष्ट साध्य करण्यासाठी आवश्यक एसआयपी परताव्याची मोजणी करता येते!

समजा, आपण 10 वर्षांसाठी 10,000 रुपये गुंतवले तर आपली एसआयपी गुंतवणूक कशी वाढेल ते पहा-

मासिक गुंतवणूक: 10,000 रुपये

गुंतवणूकीचा कालावधी: 10 वर्षे

एकूण रक्कम गुंतविली: INR 12,00,000

दीर्घकालीन वाढीचा दर (अंदाजे): 15%

अपेक्षेनुसार परतावासिप कॅल्क्युलेटर: INR 27,86,573

निव्वळ नफा: INR 15,86,573 (परिपूर्ण परतावा= 132.2%)

वरील गणिते दर्शविते की आपण 10 वर्षांसाठी दरमहा १०,००० रुपये गुंतवले तर (एकूण INR12,00,000) आपण कमवालINR 27,86,573, ज्याचा अर्थ आपण कमावलेला निव्वळ नफा आहेINR 15,86,573. छान आहे ना!

जेएम म्युच्युअल फंड एसआयपी ऑनलाईनमध्ये गुंतवणूक कशी करावी?

  1. Fincash.com वर लाइफटाइमसाठी विनामूल्य गुंतवणूक खाते उघडा.

  2. आपली नोंदणी आणि केवायसी प्रक्रिया पूर्ण करा

  3. कागदपत्रे अपलोड करा (पॅन, आधार इ.)आणि, आपण गुंतवणूकीसाठी सज्ज आहात!

    सुरु करूया

Disclaimer:
येथे प्रदान केलेली माहिती अचूक आहे हे सुनिश्चित करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या शुद्धतेबद्दल कोणतीही हमी दिलेली नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT