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टॉप 10 बेस्ट रिलायन्स/निप्पॉन एसआयपी म्युच्युअल फंड 2022 | सर्वोत्तम एसआयपी फंड

Fincash »निप्पॉन इंडिया म्युच्युअल फंड »सर्वोत्तम निप्पॉन इंडिया एसआयपी फंड

10 सर्वोत्तम निप्पॉन/रिलायन्स MF SIP म्युच्युअल फंड 2022

Updated on November 17, 2024 , 59032 views

रिलायन्सSIP म्युच्युअल फंड हा एक आदर्श मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा, विशेषतः दीर्घ काळासाठी -मुदत योजना. एसआयपीमध्ये, तुम्ही ठराविक अंतराने अल्प रक्कम गुंतवू शकता, ज्यामुळे वर्षानुवर्षे भरीव निधी उभारण्याची शक्यता निर्माण होते.

रिलायन्स एसआयपीद्वारे तुम्ही ज्या योजनेत गुंतवणूक करू इच्छिता त्या योजनेत तुम्ही दरमहा INR 100 इतके कमी जमा करू शकता.गुंतवणूक नियमितपणे एक लहान रक्कम, आपण देखील साध्य करू शकताआर्थिक उद्दिष्टे वेळे वर. सारखे गोलनिवृत्ती नियोजन, लग्न, घर/कार खरेदी इ., SIP द्वारे साध्य करता येते.

NipponIndia-MF

रिलायन्स एसआयपी फंडात गुंतवणूक का करावी?

SIP चे काही प्रमुख फायदे आहेत-

येथे गुंतवणूक करण्यास उत्सुक असलेले गुंतवणूकदार सर्वोत्तम रिलायन्स एसआयपी आहेतम्युच्युअल फंड इक्विटी श्रेणीमध्ये. हे फंड एयूएम सारखे पॅरामीटर्स घेऊन शॉर्टलिस्ट केले जातात.नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.

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महत्वाची माहिती

ऑक्टोबर 2019 पासून,रिलायन्स म्युच्युअल फंड निप्पॉन इंडिया म्युच्युअल फंड असे नामकरण करण्यात आले आहे. निप्पॉन लाइफने रिलायन्स निप्पॉन अॅसेट मॅनेजमेंट (RNAM) मध्ये बहुसंख्य (75%) स्टेक विकत घेतले आहेत. संरचनेत आणि व्यवस्थापनात कोणताही बदल न करता कंपनी आपले कार्य चालू ठेवेल.

इक्विटी फंडांसाठी बेस्ट निप्पॉन किंवा रिलायन्स म्युच्युअल फंड एसआयपी

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Power and Infra Fund Growth ₹337.889
↑ 0.77
₹7,402 100 -8-1.339.528.12958
Nippon India Small Cap Fund Growth ₹169.046
↑ 1.79
₹61,027 100 -3.57.132.52634.648.9
Nippon India Multi Cap Fund Growth ₹284.292
↑ 2.04
₹38,678 100 -2.55.833.623.724.138.1
Nippon India Value Fund Growth ₹215.373
↑ 0.82
₹8,542 100 -3.85.834.920.123.742.4
Nippon India Large Cap Fund Growth ₹84.8386
↑ 0.28
₹34,105 100 -3.35.128.518.419.232.1
Nippon India Pharma Fund Growth ₹499.194
↑ 4.57
₹8,689 100 0.114.935.718.327.439.2
Nippon India Consumption Fund Growth ₹191.639
↑ 0.91
₹2,073 100 -6.94.826.318.222.926.9
Nippon India Tax Saver Fund (ELSS) Growth ₹122.847
↑ 0.66
₹15,673 500 -3.35.430.216.117.728.6
Nippon India Banking Fund Growth ₹562.294
↑ 3.53
₹6,238 100 0.67.219.915.514.424.2
Nippon India Focused Equity Fund Growth ₹113.317
↑ 0.67
₹8,477 100 -54.419.612.519.527.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24
* आधारीत निधीची यादीमालमत्ता >= 100 कोटी आणि क्रमवारी लावली3 वर्षCAGR परतावा.

1. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (19 Nov 24) ₹337.889 ↑ 0.77   (0.23 %)
Net Assets (Cr) ₹7,402 on 31 Oct 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 2.3
Information Ratio 1.6
Alpha Ratio 8.1
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,028
31 Oct 21₹16,311
31 Oct 22₹18,118
31 Oct 23₹23,696
31 Oct 24₹36,933

Nippon India Power and Infra 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 Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -8.2%
3 Month -8%
6 Month -1.3%
1 Year 39.5%
3 Year 28.1%
5 Year 29%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 186.44 Yr.
Rahul Modi19 Aug 240.2 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials43.35%
Utility16.65%
Basic Materials10.18%
Communication Services7.62%
Energy6.39%
Real Estate3.8%
Consumer Cyclical3.73%
Technology2.82%
Health Care2.37%
Financial Services1.11%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
10%₹724 Cr2,000,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
7%₹510 Cr12,500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹473 Cr3,550,000
↓ -250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
6%₹419 Cr2,600,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹299 Cr270,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
4%₹299 Cr548,716
↓ -127,025
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
3%₹256 Cr73,000
↓ -7,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹248 Cr1,800,000
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹244 Cr350,000
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹212 Cr2,500,000

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.1% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (19 Nov 24) ₹169.046 ↑ 1.79   (1.07 %)
Net Assets (Cr) ₹61,027 on 31 Oct 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 2.23
Information Ratio 0.95
Alpha Ratio 6.45
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,780
31 Oct 21₹21,000
31 Oct 22₹24,010
31 Oct 23₹31,500
31 Oct 24₹46,003

Nippon India 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 ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for Nippon India 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 19 Nov 24

DurationReturns
1 Month -6.6%
3 Month -3.5%
6 Month 7.1%
1 Year 32.5%
3 Year 26%
5 Year 34.6%
10 Year
15 Year
Since launch 22.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.84 Yr.
Kinjal Desai25 May 186.44 Yr.

Data below for Nippon India Small Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials26.53%
Financial Services13.41%
Basic Materials12.59%
Consumer Cyclical12.01%
Technology9.17%
Consumer Defensive8.08%
Health Care7.17%
Communication Services1.91%
Utility1.83%
Energy0.83%
Real Estate0.59%
Asset Allocation
Asset ClassValue
Cash5.18%
Equity94.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,206 Cr1,851,010
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,154 Cr6,650,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
2%₹1,120 Cr2,499,222
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹905 Cr899,271
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹864 Cr4,472,130
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹827 Cr614,625
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹773 Cr5,763,697
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹746 Cr9,100,000
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
1%₹745 Cr642,476
↓ -7,968
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹720 Cr512,355

3. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (19 Nov 24) ₹284.292 ↑ 2.04   (0.72 %)
Net Assets (Cr) ₹38,678 on 31 Oct 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 2.64
Information Ratio 1.51
Alpha Ratio 8.84
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,272
31 Oct 21₹15,015
31 Oct 22₹17,341
31 Oct 23₹21,201
31 Oct 24₹30,265

Nippon India Multi 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Nippon India Multi 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 19 Nov 24

DurationReturns
1 Month -6%
3 Month -2.5%
6 Month 5.8%
1 Year 33.6%
3 Year 23.7%
5 Year 24.1%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.6 Yr.
Ashutosh Bhargava1 Sep 213.17 Yr.
Kinjal Desai25 May 186.44 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services28.71%
Industrials18.78%
Consumer Cyclical17.01%
Health Care7.25%
Technology6%
Basic Materials5.31%
Utility5.09%
Consumer Defensive3.7%
Energy3.1%
Communication Services2.84%
Real Estate0.08%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,430 Cr14,000,448
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,548 Cr11,981,360
↑ 764,005
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹1,199 Cr9,000,000
↑ 1,600,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
3%₹1,167 Cr1,524,539
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹1,160 Cr10,000,121
↑ 900,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY
3%₹1,107 Cr6,300,504
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
3%₹1,021 Cr5,716,917
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
2%₹962 Cr7,500,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 532555
2%₹939 Cr23,000,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
2%₹918 Cr25,187,817

4. Nippon India Value Fund

(Erstwhile Reliance Regular Savings Fund - Equity Plan)

The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities.

Nippon India Value Fund is a Equity - Value fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Return for 2023 was 42.4% , 2022 was 4.8% and 2021 was 39.4% .

Below is the key information for Nippon India Value Fund

Nippon India Value Fund
Growth
Launch Date 8 Jun 05
NAV (19 Nov 24) ₹215.373 ↑ 0.82   (0.38 %)
Net Assets (Cr) ₹8,542 on 31 Oct 24
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 2.37
Information Ratio 1.8
Alpha Ratio 7.78
Min Investment 500
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,726
31 Oct 21₹16,612
31 Oct 22₹17,251
31 Oct 23₹20,227
31 Oct 24₹30,085

Nippon India 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 ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Nippon India 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 19 Nov 24

DurationReturns
1 Month -6.9%
3 Month -3.8%
6 Month 5.8%
1 Year 34.9%
3 Year 20.1%
5 Year 23.7%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.4%
2022 4.8%
2021 39.4%
2020 16.3%
2019 5.7%
2018 -8.4%
2017 45.7%
2016 -1.6%
2015 6.1%
2014 56.1%
Fund Manager information for Nippon India Value Fund
NameSinceTenure
Meenakshi Dawar7 May 186.49 Yr.
Dhrumil Shah1 Jan 231.84 Yr.
Kinjal Desai25 May 186.44 Yr.

Data below for Nippon India Value Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services32.49%
Technology12.61%
Industrials11.81%
Basic Materials8.2%
Energy6.69%
Consumer Cyclical6.67%
Utility5.85%
Health Care4.39%
Communication Services3.33%
Real Estate1.52%
Consumer Defensive1.5%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.72%
Other0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
8%₹675 Cr3,889,600
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
6%₹479 Cr3,704,797
Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY
4%₹352 Cr2,000,779
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 532555
4%₹303 Cr7,434,650
↑ 500,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | DIXON
3%₹281 Cr199,702
↓ -5,011
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL
3%₹261 Cr1,617,248
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹228 Cr628,547
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
2%₹176 Cr1,320,396
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500312
2%₹174 Cr6,524,956
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 23 | 500103
2%₹170 Cr7,108,367

5. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (19 Nov 24) ₹84.8386 ↑ 0.28   (0.33 %)
Net Assets (Cr) ₹34,105 on 31 Oct 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.13
Information Ratio 1.86
Alpha Ratio 5.82
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,645
31 Oct 21₹14,406
31 Oct 22₹15,733
31 Oct 23₹18,203
31 Oct 24₹24,807

Nippon India 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Nippon India 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 19 Nov 24

DurationReturns
1 Month -5%
3 Month -3.3%
6 Month 5.1%
1 Year 28.5%
3 Year 18.4%
5 Year 19.2%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0717.25 Yr.
Kinjal Desai25 May 186.44 Yr.
Bhavik Dave19 Aug 240.2 Yr.

Data below for Nippon India Large Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services35.68%
Consumer Cyclical10.71%
Industrials10.07%
Technology9.77%
Consumer Defensive9.15%
Energy6.37%
Utility5.95%
Basic Materials5.13%
Health Care4.81%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash1.24%
Equity98.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹3,287 Cr18,940,367
↓ -60,162
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹2,197 Cr17,000,000
↑ 500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹1,945 Cr14,600,000
↑ 1,200,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,845 Cr37,750,240
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹1,494 Cr8,500,084
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
4%₹1,411 Cr17,200,644
↑ 1,200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,304 Cr3,600,529
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹1,276 Cr11,000,080
↑ 1,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹1,033 Cr1,499,612
↑ 234,286
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹990 Cr22,500,000

6. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 21.1% since its launch.  Ranked 35 in Sectoral category.  Return for 2023 was 39.2% , 2022 was -9.9% and 2021 was 23.9% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (19 Nov 24) ₹499.194 ↑ 4.57   (0.92 %)
Net Assets (Cr) ₹8,689 on 31 Oct 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 2.63
Information Ratio -0.47
Alpha Ratio -3.51
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹14,942
31 Oct 21₹20,150
31 Oct 22₹19,522
31 Oct 23₹22,948
31 Oct 24₹34,675

Nippon India Pharma Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Nippon India Pharma Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -4.6%
3 Month 0.1%
6 Month 14.9%
1 Year 35.7%
3 Year 18.3%
5 Year 27.4%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.2%
2022 -9.9%
2021 23.9%
2020 66.4%
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0519.6 Yr.
Kinjal Desai25 May 186.44 Yr.

Data below for Nippon India Pharma Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Health Care95.57%
Asset Allocation
Asset ClassValue
Cash4.43%
Equity95.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
14%₹1,212 Cr6,556,349
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
9%₹796 Cr1,350,808
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
8%₹701 Cr3,203,676
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
6%₹481 Cr3,100,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP
5%₹456 Cr648,795
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY
5%₹446 Cr3,500,150
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 543350
3%₹302 Cr3,027,149
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 532331
3%₹294 Cr959,323
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | JBCHEPHARM
3%₹251 Cr1,278,814
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | ABBOTINDIA
3%₹250 Cr86,390

7. Nippon India Consumption Fund

(Erstwhile Reliance Media & Entertainment Fund)

The primary investment objective of the scheme is to generate continuous returns by investing in equity and equity related or fixed income securities of Media & Entertainment and other associated companies.

Nippon India Consumption Fund is a Equity - Sectoral fund was launched on 30 Sep 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 30 in Sectoral category.  Return for 2023 was 26.9% , 2022 was 14.2% and 2021 was 31.9% .

Below is the key information for Nippon India Consumption Fund

Nippon India Consumption Fund
Growth
Launch Date 30 Sep 04
NAV (19 Nov 24) ₹191.639 ↑ 0.91   (0.48 %)
Net Assets (Cr) ₹2,073 on 31 Oct 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.43
Sharpe Ratio 1.56
Information Ratio 0.15
Alpha Ratio -0.59
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,009
31 Oct 21₹16,409
31 Oct 22₹18,993
31 Oct 23₹20,913
31 Oct 24₹28,250

Nippon India Consumption 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 Nippon India Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -7.1%
3 Month -6.9%
6 Month 4.8%
1 Year 26.3%
3 Year 18.2%
5 Year 22.9%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.9%
2022 14.2%
2021 31.9%
2020 24.9%
2019 7.3%
2018 -10.4%
2017 24.7%
2016 -3.3%
2015 8.3%
2014 41.2%
Fund Manager information for Nippon India Consumption Fund
NameSinceTenure
Kinjal Desai1 Nov 204 Yr.
Amar Kalkundrikar20 Oct 204.04 Yr.

Data below for Nippon India Consumption Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical39.99%
Consumer Defensive34.43%
Communication Services8.52%
Basic Materials6.18%
Industrials5.79%
Technology0.61%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹150 Cr930,000
↑ 60,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR
6%₹133 Cr528,000
↑ 80,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC
6%₹117 Cr2,400,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
5%₹107 Cr391,000
↑ 40,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 532424
5%₹94 Cr733,653
↑ 80,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | JUBLFOOD
4%₹75 Cr1,309,227
↑ 328,585
Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 509480
3%₹72 Cr1,348,820
↑ 178,820
United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | UBL
3%₹69 Cr358,537
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 May 19 | UNITDSPR
3%₹67 Cr460,640
↑ 64,508
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
3%₹66 Cr59,729
↑ 7,500

8. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 16 in ELSS category.  Return for 2023 was 28.6% , 2022 was 6.9% and 2021 was 37.6% .

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS)
Growth
Launch Date 21 Sep 05
NAV (19 Nov 24) ₹122.847 ↑ 0.66   (0.54 %)
Net Assets (Cr) ₹15,673 on 31 Oct 24
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.1
Information Ratio 0.68
Alpha Ratio 3.03
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₹8,399
31 Oct 21₹14,264
31 Oct 22₹14,773
31 Oct 23₹16,609
31 Oct 24₹23,153

Nippon India Tax Saver Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Nippon India Tax Saver Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -5.6%
3 Month -3.3%
6 Month 5.4%
1 Year 30.2%
3 Year 16.1%
5 Year 17.7%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.6%
2022 6.9%
2021 37.6%
2020 -0.4%
2019 1.5%
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
2014 83%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure
Rupesh Patel1 Jul 213.34 Yr.
Ritesh Rathod19 Aug 240.2 Yr.
Kinjal Desai25 May 186.44 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services36.7%
Consumer Cyclical13.29%
Industrials10.81%
Consumer Defensive8.03%
Utility6.62%
Technology6.12%
Energy4.52%
Health Care4.31%
Basic Materials4.27%
Communication Services4.16%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity99.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
8%₹1,266 Cr9,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹1,024 Cr5,900,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹720 Cr4,100,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 532555
4%₹612 Cr15,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹499 Cr1,377,783
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
3%₹492 Cr6,000,000
↓ -300,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
3%₹470 Cr26,000,000
↓ -1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
3%₹464 Cr4,000,000
↓ -850,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
3%₹426 Cr3,200,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
3%₹415 Cr9,111,111
↑ 1,111,111

9. Nippon India Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 15 in Sectoral category.  Return for 2023 was 24.2% , 2022 was 20.7% and 2021 was 29.7% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (19 Nov 24) ₹562.294 ↑ 3.53   (0.63 %)
Net Assets (Cr) ₹6,238 on 31 Oct 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.94
Sharpe Ratio 1.47
Information Ratio 1.09
Alpha Ratio 2.99
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹7,563
31 Oct 21₹13,576
31 Oct 22₹14,495
31 Oct 23₹16,826
31 Oct 24₹21,245

Nippon India Banking Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Nippon India Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -4.1%
3 Month 0.6%
6 Month 7.2%
1 Year 19.9%
3 Year 15.5%
5 Year 14.4%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.2%
2022 20.7%
2021 29.7%
2020 -10.6%
2019 10.7%
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 186.57 Yr.
Kinjal Desai25 May 186.44 Yr.
Bhavik Dave18 Jun 213.37 Yr.

Data below for Nippon India Banking Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services95.76%
Technology2.57%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
21%₹1,339 Cr7,714,660
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹1,023 Cr7,915,358
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
8%₹526 Cr4,540,216
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
5%₹295 Cr3,594,809
↑ 138,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
5%₹286 Cr1,650,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
4%₹256 Cr2,427,608
↑ 300,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
4%₹244 Cr11,943,710
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE
3%₹211 Cr1,300,170
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
3%₹174 Cr2,520,827
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG
3%₹171 Cr995,599

10. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 30 in Focused category.  Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (19 Nov 24) ₹113.317 ↑ 0.67   (0.60 %)
Net Assets (Cr) ₹8,477 on 31 Oct 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 1.44
Information Ratio -0.24
Alpha Ratio -4.3
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,536
31 Oct 21₹16,852
31 Oct 22₹17,787
31 Oct 23₹19,573
31 Oct 24₹25,273

Nippon India Focused 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 Nippon India Focused 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 19 Nov 24

DurationReturns
1 Month -6.6%
3 Month -5%
6 Month 4.4%
1 Year 19.6%
3 Year 12.5%
5 Year 19.5%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.1%
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 186.49 Yr.
Kinjal Desai25 May 186.44 Yr.
Rishit Parikh19 Aug 240.2 Yr.

Data below for Nippon India Focused Equity Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services36.59%
Consumer Cyclical21.48%
Industrials9.14%
Technology4.7%
Communication Services4.48%
Health Care4.35%
Energy4.25%
Consumer Defensive3.03%
Basic Materials1.77%
Asset Allocation
Asset ClassValue
Cash10.21%
Equity89.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹779 Cr4,489,641
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
7%₹583 Cr4,511,739
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹550 Cr4,746,933
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹398 Cr2,266,749
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹360 Cr2,701,768
↓ -146,232
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹336 Cr93,302
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
4%₹302 Cr605,344
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
3%₹295 Cr4,287,882
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532978
3%₹280 Cr1,600,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCLIFE
3%₹261 Cr3,629,962

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!

निप्पॉन इंडिया म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?

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