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Table of Contents
- SBI म्युच्युअल फंड SIP मध्ये गुंतवणूक का करावी?
- इक्विटी फंडात गुंतवणूक करण्यासाठी सर्वोत्तम SBI म्युच्युअल फंड SIP
- SIP गुंतवणूक कशी वाढते?
- SBI म्युच्युअल फंड SIP मध्ये ऑनलाइन गुंतवणूक कशी करावी?
- वारंवार विचारले जाणारे प्रश्न
- 1. मी SIP मध्ये कधी गुंतवणूक करू शकतो?
- 2. SIP मध्ये गुंतवणूक करताना मी दीर्घकालीन उद्दिष्टे लक्षात ठेवली पाहिजेत का?
- 3. म्युच्युअल फंडामध्ये चक्रवाढीची शक्ती काय आहे?
- 4. मी SBI SIP मध्ये गुंतवणूक करण्याचा विचार का करावा?
- 5. SBI एकाधिक SIP ऑफर करते का?
- 6. रुपयाची सरासरी किंमत किती आहे?
- 7. 5 लाखांचा परतावा मिळविण्यासाठी मी SBI SIP मध्ये सरासरी किती गुंतवणूक करावी हे मला मिळू शकते का?
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10 सर्वोत्तम SBI MF SIP फंड 2022
SIP किंवा पद्धतशीरगुंतवणूक योजना एक उत्तम मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा. द्वारे ऑफर केलेल्या SIP योजनाSBI म्युच्युअल फंड नियमितपणे ठराविक रक्कम वाचवण्याचा हा एक उत्तम मार्ग आहेआधार जसे साप्ताहिक/मासिक/त्रैमासिक. हे नियमित बचत करण्यास प्रोत्साहन देते आणि फायदे देखील देतातकंपाउंडिंगची शक्ती.
मजबूत संपत्ती निर्माण करण्यासाठी एसआयपी प्लॅनसह तुम्ही सहजपणे दीर्घ कालावधीसाठी गुंतवणूक करू शकता. ही रक्कम नियमित अंतराने गुंतवली जात असल्याने त्याचा परिणामही कमी होतोबाजार अस्थिरता च्या बरोबरएसआयपी गुंतवणूक, गुंतवणूकदार त्यांच्या विविध उद्दिष्टांची योजना करू शकतात जसे की सेवानिवृत्ती, लग्न, घर/वाहन खरेदी किंवा उच्च शिक्षण इ.
SBI म्युच्युअल फंड SIP मध्ये गुंतवणूक का करावी?
SBI MF सह पद्धतशीर गुंतवणूक योजना असण्यासाठी मोठ्या रकमेची आवश्यकता नाहीगुंतवणूक सुरुवातीची रक्कम रु 500 इतकी कमी आहे.
SBI SIP म्युच्युअल फंड लहानपणापासूनच बचतीची सवय लावण्यासाठी प्रोत्साहन देते
एसआयपीमध्ये गुंतवणूक करून व्यक्ती दीर्घकालीन योजना करू शकतेआर्थिक उद्दिष्टे जसे की कार/घर खरेदी करणे, आंतरराष्ट्रीय सहलीसाठी बचत करणे, मुलाच्या शिक्षणासाठी बचत करणे,निवृत्ती नियोजन किंवा इतर कोणतीही मालमत्ता खरेदी करण्यासाठी.
एक पद्धतशीर गुंतवणुकीची योजना दीर्घ कालावधीत पसरलेली असते, हे लक्षात घेता, शेअर बाजारातील सर्व काळ, चढ-उतार आणि त्याहूनही महत्त्वाचे म्हणजे पडझड लक्षात येते. मंदीच्या काळात, जेव्हा बहुतेक गुंतवणूकदारांना भीती वाटते तेव्हा, गुंतवणूकदार “कमी” खरेदी करतात याची खात्री करून SIP हप्ते चालू राहतात.
तर, आजच SIP सुरू कराइक्विटी फंड या शीर्ष 10 सर्वोत्तम SBI SIP फंडांमध्ये गुंतवणूक करून. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.
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इक्विटी फंडात गुंतवणूक करण्यासाठी सर्वोत्तम SBI म्युच्युअल फंड SIP
(Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Magnum Multiplier Fund) To provide investors long term capital appreciation/dividend along with the
liquidity of an open-ended scheme. SBI Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 May 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Large and Midcap Fund Returns up to 1 year are on (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on (Erstwhile SBI Blue Chip Fund) To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for SBI Bluechip Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments. SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Multicap Fund Returns up to 1 year are on To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on (Erstwhile SBI Magnum Equity Fund) To provide the investor long-term capital appreciation by investing in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities and the balance in debt and money market instruments. SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Equity ESG Fund Returns up to 1 year are on To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Contra Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments. SBI Infrastructure Fund is a Equity - Sectoral fund was launched on 6 Jul 07. It is a fund with High risk and has given a Below is the key information for SBI Infrastructure Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Since launch (%) SBI PSU Fund Growth ₹29.8331
↓ -0.02 ₹4,149 500 -3.4 -12.1 1.8 29.9 32.1 23.5 7.7 SBI Magnum Tax Gain Fund Growth ₹407.121
↑ 2.25 ₹25,724 500 -5.6 -10.7 8 22.6 32 27.7 12.3 SBI Healthcare Opportunities Fund Growth ₹404.449
↓ -6.59 ₹3,313 500 -7.7 -3.9 16.9 22.3 29.2 42.2 15.4 SBI Infrastructure Fund Growth ₹46.1438
↑ 0.23 ₹4,325 500 -8.4 -15.8 -0.1 22.1 33.7 20.8 9 SBI Contra Fund Growth ₹356.58
↓ -1.90 ₹39,590 500 -5.4 -11.6 5.2 20.8 37.1 18.8 14.9 SBI Magnum Mid Cap Fund Growth ₹218.924
↑ 1.95 ₹19,392 500 -8.3 -11.9 5.8 16.9 33.2 20.3 16.7 SBI Banking & Financial Services Fund Growth ₹38.4373
↑ 0.40 ₹6,475 500 -0.6 -1.7 15.2 16.6 25 19.6 14.3 SBI Consumption Opportunities Fund Growth ₹296.036
↑ 4.30 ₹2,707 500 -11.5 -16.2 8.2 16.3 28.9 22.8 15.6 SBI Large and Midcap Fund Growth ₹565.011
↓ -6.22 ₹27,385 500 -4.9 -9.9 8.5 15.3 28.7 18 17.4 SBI Small Cap Fund Growth ₹158.128
↑ 1.92 ₹28,453 500 -12.1 -16.1 3.8 15.1 31.4 24.1 19.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25 1. SBI Small Cap Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 4 in Small Cap category. Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (02 Apr 25) ₹158.128 ↑ 1.92 (1.23 %) Net Assets (Cr) ₹28,453 on 28 Feb 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.39 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹19,527 31 Mar 22 ₹25,045 31 Mar 23 ₹26,602 31 Mar 24 ₹36,310 31 Mar 25 ₹38,288 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.8% 3 Month -12.1% 6 Month -16.1% 1 Year 3.8% 3 Year 15.1% 5 Year 31.4% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.1% 2022 25.3% 2021 8.1% 2020 47.6% 2019 33.6% 2018 6.1% 2017 -19.6% 2016 78.7% 2015 1.3% 2014 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.3 Yr. Mohan Lal 1 May 24 0.83 Yr. Data below for SBI Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 25.63% Consumer Cyclical 18.64% Financial Services 16.23% Basic Materials 10.95% Consumer Defensive 4.86% Health Care 2.26% Real Estate 1.48% Communication Services 1.44% Technology 1.32% Asset Allocation
Asset Class Value Cash 16.77% Equity 83.04% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹794 Cr 3,300,000 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹788 Cr 89,318,180 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹716 Cr 9,716,991 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL2% ₹695 Cr 7,900,000 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹687 Cr 15,000,000 AAVAS Financiers Ltd (Financial Services)
Equity, Since 31 Mar 24 | AAVAS2% ₹657 Cr 3,900,000 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO2% ₹650 Cr 3,387,376
↓ -1,612,624 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG2% ₹645 Cr 3,928,227 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹642 Cr 12,323,990 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹619 Cr 9,324,049 2. SBI Large and Midcap Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 20 in Large & Mid Cap category. Return for 2024 was 18% , 2023 was 26.8% and 2022 was 7.3% . SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (01 Apr 25) ₹565.011 ↓ -6.22 (-1.09 %) Net Assets (Cr) ₹27,385 on 28 Feb 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.08 Information Ratio 0.06 Alpha Ratio 2.98 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,547 31 Mar 22 ₹22,286 31 Mar 23 ₹23,408 31 Mar 24 ₹31,281 31 Mar 25 ₹34,784 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 4.8% 3 Month -4.9% 6 Month -9.9% 1 Year 8.5% 3 Year 15.3% 5 Year 28.7% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 18% 2022 26.8% 2021 7.3% 2020 39.3% 2019 15.8% 2018 6.8% 2017 -5.3% 2016 40.5% 2015 0.4% 2014 11.1% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Saurabh Pant 10 Sep 16 8.48 Yr. Data below for SBI Large and Midcap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 26.38% Basic Materials 13.6% Consumer Cyclical 11.6% Health Care 10.94% Industrials 10% Technology 7.31% Consumer Defensive 5.56% Energy 3.33% Communication Services 3% Utility 2.14% Asset Allocation
Asset Class Value Cash 6.02% Equity 93.85% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK8% ₹2,279 Cr 13,157,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK4% ₹1,066 Cr 5,600,000
↑ 1,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322153% ₹934 Cr 9,200,000
↑ 2,700,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE3% ₹912 Cr 7,600,000 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹836 Cr 274,878 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 5003873% ₹791 Cr 290,000
↑ 90,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹704 Cr 5,843,873 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹693 Cr 1,910,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 22 | ALKEM3% ₹686 Cr 1,476,712
↑ 376,712 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY2% ₹641 Cr 3,800,000 3. SBI Consumption Opportunities Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 11 in Sectoral category. Return for 2024 was 22.8% , 2023 was 29.9% and 2022 was 13.9% . SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (02 Apr 25) ₹296.036 ↑ 4.30 (1.47 %) Net Assets (Cr) ₹2,707 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio -0.08 Information Ratio 0.08 Alpha Ratio -1.14 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,381 31 Mar 22 ₹22,142 31 Mar 23 ₹23,669 31 Mar 24 ₹31,959 31 Mar 25 ₹34,742 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.1% 3 Month -11.5% 6 Month -16.2% 1 Year 8.2% 3 Year 16.3% 5 Year 28.9% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.8% 2022 29.9% 2021 13.9% 2020 35.6% 2019 13.9% 2018 0.1% 2017 -2% 2016 53.1% 2015 2.4% 2014 5.3% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 0.92 Yr. Ashit Desai 1 Apr 24 0.92 Yr. Data below for SBI Consumption Opportunities Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 45.54% Consumer Defensive 29.76% Industrials 6.45% Communication Services 5.34% Basic Materials 4.24% Asset Allocation
Asset Class Value Cash 8.56% Equity 91.33% Debt 0.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹144 Cr 920,000 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141675% ₹132 Cr 1,009,565
↓ -1,433 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD5% ₹128 Cr 2,036,850
↑ 200,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR4% ₹119 Cr 545,000
↑ 100,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹115 Cr 2,350,172
↑ 200,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 5324784% ₹107 Cr 549,563 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹103 Cr 224,000
↑ 25,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹97 Cr 2,450,000
↑ 250,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI3% ₹90 Cr 75,000 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | COLPAL3% ₹86 Cr 350,000 4. SBI Bluechip Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 9 in Large Cap category. Return for 2024 was 12.5% , 2023 was 22.6% and 2022 was 4.4% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (02 Apr 25) ₹85.8024 ↑ 0.66 (0.77 %) Net Assets (Cr) ₹46,140 on 28 Feb 25 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.59 Sharpe Ratio -0.12 Information Ratio -0.14 Alpha Ratio 2.55 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,408 31 Mar 22 ₹20,217 31 Mar 23 ₹20,757 31 Mar 24 ₹26,883 31 Mar 25 ₹29,084 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 6% 3 Month -4.3% 6 Month -9.5% 1 Year 6.5% 3 Year 12.2% 5 Year 24.5% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 12.5% 2022 22.6% 2021 4.4% 2020 26.1% 2019 16.3% 2018 11.6% 2017 -4.1% 2016 30.2% 2015 4.8% 2014 8% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Saurabh Pant 1 Apr 24 0.91 Yr. Pradeep Kesavan 1 Apr 24 0.91 Yr. Data below for SBI Bluechip Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 31.3% Consumer Cyclical 14.76% Consumer Defensive 9.76% Technology 9.14% Industrials 7.58% Health Care 6.33% Energy 5.99% Basic Materials 5.47% Communication Services 2.87% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 5.4% Equity 94.45% Debt 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK10% ₹4,791 Cr 27,655,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK8% ₹3,492 Cr 29,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE6% ₹2,640 Cr 22,000,000
↑ 3,099,063 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹2,341 Cr 7,400,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY5% ₹2,312 Cr 13,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK4% ₹1,751 Cr 9,200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 24 | TCS3% ₹1,589 Cr 4,562,331 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹1,580 Cr 40,000,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹1,497 Cr 2,731,710 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | EICHERMOT3% ₹1,470 Cr 3,080,000
↑ 178,180 5. SBI Magnum Multicap Fund
CAGR/Annualized return of since its launch. Ranked 9 in Multi Cap category. Return for 2024 was 14.2% , 2023 was 22.8% and 2022 was 0.7% . SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (01 Apr 25) ₹100.082 ↓ -1.12 (-1.11 %) Net Assets (Cr) ₹20,030 on 28 Feb 25 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.34 Information Ratio -0.84 Alpha Ratio 1 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,953 31 Mar 22 ₹20,568 31 Mar 23 ₹19,914 31 Mar 24 ₹26,041 31 Mar 25 ₹27,325 Returns for SBI Magnum Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 3.6% 3 Month -7.2% 6 Month -12.5% 1 Year 2.6% 3 Year 9.2% 5 Year 22.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 14.2% 2022 22.8% 2021 0.7% 2020 30.8% 2019 13.6% 2018 11% 2017 -5.5% 2016 37% 2015 5.8% 2014 9.8% Fund Manager information for SBI Magnum Multicap Fund
Name Since Tenure Anup Upadhyay 1 Dec 24 0.25 Yr. Dinesh Balachandran 1 Dec 24 0.25 Yr. Data below for SBI Magnum Multicap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 34.14% Consumer Cyclical 15.65% Technology 10.28% Basic Materials 6.85% Industrials 5.97% Communication Services 5.84% Health Care 4.87% Energy 4.68% Consumer Defensive 2.91% Utility 0.16% Asset Allocation
Asset Class Value Cash 8.3% Equity 91.56% Debt 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK9% ₹1,843 Cr 15,304,355 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK7% ₹1,378 Cr 7,239,500
↑ 2,145,500 Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY5% ₹988 Cr 5,853,400 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE5% ₹938 Cr 7,816,540 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK4% ₹879 Cr 5,075,354 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹805 Cr 674,058
↑ 434,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹701 Cr 821,585
↑ 821,585 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5333983% ₹660 Cr 3,095,044 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M3% ₹657 Cr 2,540,154 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL3% ₹589 Cr 3,750,000 6. SBI Magnum COMMA Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 9 in Sectoral category. Return for 2024 was 10.5% , 2023 was 32.3% and 2022 was -6.6% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (02 Apr 25) ₹95.5821 ↑ 0.62 (0.66 %) Net Assets (Cr) ₹570 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio -0.55 Information Ratio -0.47 Alpha Ratio 0.95 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹19,469 31 Mar 22 ₹25,800 31 Mar 23 ₹22,523 31 Mar 24 ₹32,368 31 Mar 25 ₹33,888 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 9.9% 3 Month -4% 6 Month -14% 1 Year 1.6% 3 Year 9.2% 5 Year 28.4% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 10.5% 2022 32.3% 2021 -6.6% 2020 52% 2019 23.9% 2018 11.8% 2017 -18.7% 2016 39.2% 2015 32.3% 2014 -6.1% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 0.75 Yr. Data below for SBI Magnum COMMA Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Basic Materials 44.71% Energy 26.02% Utility 8.84% Consumer Defensive 7.83% Consumer Cyclical 4.62% Asset Allocation
Asset Class Value Cash 7.46% Equity 92.02% Debt 0.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL10% ₹55 Cr 3,976,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE9% ₹51 Cr 424,732 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325386% ₹34 Cr 34,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003126% ₹32 Cr 1,400,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹27 Cr 2,070,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002955% ₹27 Cr 675,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5001015% ₹26 Cr 760,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL4% ₹25 Cr 425,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA4% ₹24 Cr 650,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328984% ₹23 Cr 930,000 7. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 28 in Mid Cap category. Return for 2024 was 20.3% , 2023 was 34.5% and 2022 was 3% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (02 Apr 25) ₹218.924 ↑ 1.95 (0.90 %) Net Assets (Cr) ₹19,392 on 28 Feb 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.18 Information Ratio -0.64 Alpha Ratio 1.33 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹20,585 31 Mar 22 ₹26,042 31 Mar 23 ₹27,279 31 Mar 24 ₹38,593 31 Mar 25 ₹41,892 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 6.6% 3 Month -8.3% 6 Month -11.9% 1 Year 5.8% 3 Year 16.9% 5 Year 33.2% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.3% 2022 34.5% 2021 3% 2020 52.2% 2019 30.4% 2018 0.1% 2017 -18% 2016 33.5% 2015 5% 2014 14.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 0.91 Yr. Data below for SBI Magnum Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 20.17% Consumer Cyclical 19.9% Health Care 13.48% Industrials 11.71% Basic Materials 10.46% Technology 3.88% Real Estate 3.23% Utility 3.06% Consumer Defensive 2.85% Communication Services 1.67% Energy 1.14% Asset Allocation
Asset Class Value Cash 8.29% Equity 91.55% Debt 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL4% ₹702 Cr 1,600,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5000344% ₹682 Cr 800,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹676 Cr 1,490,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹594 Cr 4,700,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹541 Cr 20,000,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹538 Cr 5,500,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹490 Cr 1,600,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL2% ₹481 Cr 6,000,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹480 Cr 27,000,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG2% ₹471 Cr 1,500,000
↑ 28,728 8. SBI Magnum Equity ESG Fund
CAGR/Annualized return of 9.4% since its launch. Ranked 47 in Sectoral category. Return for 2024 was 12.1% , 2023 was 24.6% and 2022 was -2.3% . SBI Magnum Equity ESG Fund
Growth Launch Date 27 Nov 06 NAV (01 Apr 25) ₹220.107 ↓ -3.49 (-1.56 %) Net Assets (Cr) ₹5,151 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.21 Information Ratio 0.1 Alpha Ratio 1.61 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,652 31 Mar 22 ₹20,202 31 Mar 23 ₹19,448 31 Mar 24 ₹25,465 31 Mar 25 ₹27,499 Returns for SBI Magnum Equity ESG Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 4.4% 3 Month -4.5% 6 Month -11% 1 Year 5.3% 3 Year 10% 5 Year 23% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 12.1% 2022 24.6% 2021 -2.3% 2020 30.3% 2019 13.5% 2018 14.8% 2017 3.3% 2016 24.1% 2015 4.5% 2014 2.4% Fund Manager information for SBI Magnum Equity ESG Fund
Name Since Tenure Rohit Shimpi 1 Jan 22 3.16 Yr. Data below for SBI Magnum Equity ESG Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 35.59% Technology 16.49% Consumer Cyclical 15.76% Industrials 12.01% Basic Materials 5.51% Health Care 3.54% Energy 3.3% Consumer Defensive 3.28% Utility 1.46% Real Estate 1.05% Asset Allocation
Asset Class Value Cash 1.93% Equity 97.98% Debt 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK10% ₹505 Cr 2,917,400 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK8% ₹420 Cr 3,485,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY7% ₹350 Cr 2,076,000
↓ -150,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹233 Cr 2,290,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹232 Cr 731,709 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK4% ₹221 Cr 1,163,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS4% ₹202 Cr 581,034
↓ -70,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI4% ₹195 Cr 163,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 5325383% ₹177 Cr 175,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE3% ₹170 Cr 1,415,000 9. SBI Contra Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 48 in Contra category. Return for 2024 was 18.8% , 2023 was 38.2% and 2022 was 12.8% . SBI Contra Fund
Growth Launch Date 6 May 05 NAV (01 Apr 25) ₹356.58 ↓ -1.90 (-0.53 %) Net Assets (Cr) ₹39,590 on 28 Feb 25 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.24 Information Ratio 1.96 Alpha Ratio 0.91 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹20,310 31 Mar 22 ₹26,477 31 Mar 23 ₹29,993 31 Mar 24 ₹44,365 31 Mar 25 ₹47,483 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 4.4% 3 Month -5.4% 6 Month -11.6% 1 Year 5.2% 3 Year 20.8% 5 Year 37.1% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.8% 2022 38.2% 2021 12.8% 2020 49.9% 2019 30.6% 2018 -1% 2017 -14.3% 2016 40.2% 2015 2.4% 2014 -0.1% Fund Manager information for SBI Contra Fund
Name Since Tenure Dinesh Balachandran 7 May 18 6.82 Yr. Pradeep Kesavan 1 Dec 23 1.25 Yr. Data below for SBI Contra Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 22.65% Technology 8.84% Basic Materials 7.09% Health Care 7.08% Energy 6.82% Consumer Cyclical 5.38% Utility 5.12% Consumer Defensive 4.3% Industrials 4.21% Communication Services 3.01% Real Estate 0.52% Asset Allocation
Asset Class Value Cash 23.8% Equity 75.02% Debt 1.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK8% ₹3,071 Cr 17,724,629
↑ 5,001,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE4% ₹1,480 Cr 12,328,250 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK3% ₹1,219 Cr 6,405,768
↑ 1,277,600 Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 5327552% ₹861 Cr 5,786,409 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321552% ₹811 Cr 51,993,788 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 28 Feb 23 | CTSH2% ₹786 Cr 1,079,430 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 5327792% ₹778 Cr 6,163,300 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL2% ₹727 Cr 52,995,525 State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN2% ₹706 Cr 10,254,269 91 Days Tbill Red 24-04-2025
Sovereign Bonds | -2% ₹693 Cr 70,000,000 10. SBI Infrastructure Fund
CAGR/Annualized return of 9% since its launch. Ranked 18 in Sectoral category. Return for 2024 was 20.8% , 2023 was 49.7% and 2022 was 9.3% . SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (02 Apr 25) ₹46.1438 ↑ 0.23 (0.50 %) Net Assets (Cr) ₹4,325 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 2.21 Sharpe Ratio -0.48 Information Ratio 0.5 Alpha Ratio 2.89 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,357 31 Mar 22 ₹22,521 31 Mar 23 ₹25,000 31 Mar 24 ₹40,688 31 Mar 25 ₹41,398 Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 8.6% 3 Month -8.4% 6 Month -15.8% 1 Year -0.1% 3 Year 22.1% 5 Year 33.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.8% 2022 49.7% 2021 9.3% 2020 48.3% 2019 8.2% 2018 10.2% 2017 -18.1% 2016 41.7% 2015 9.3% 2014 2.7% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Bhavin Vithlani 1 Jan 22 3.25 Yr. Data below for SBI Infrastructure Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 28.6% Financial Services 15.04% Basic Materials 13.09% Energy 12.19% Communication Services 9.18% Utility 5.38% Real Estate 4.99% Consumer Cyclical 2.59% Asset Allocation
Asset Class Value Cash 7.28% Equity 92.61% Debt 0.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE11% ₹456 Cr 3,800,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT8% ₹348 Cr 1,100,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 5003876% ₹273 Cr 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL5% ₹236 Cr 1,500,000 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 24 | IEX5% ₹218 Cr 14,000,000 Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 5327794% ₹177 Cr 1,398,603 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348164% ₹162 Cr 5,000,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG4% ₹157 Cr 500,000
↑ 22,602 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | HDFCBANK3% ₹149 Cr 860,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | 5060763% ₹144 Cr 1,000,000
SIP गुंतवणूक कशी वाढते?
तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास तुमची SIP गुंतवणूक कशी वाढेल हे जाणून घ्यायचे आहे? 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!
SBI म्युच्युअल फंड SIP मध्ये ऑनलाइन गुंतवणूक कशी करावी?
Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.
तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा
दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!
SBI सह तुमच्या ध्येयाची योजना कराम्युच्युअल फंड, त्यांच्यापर्यंत पोहोचण्यासाठी SIP वापरा!
वारंवार विचारले जाणारे प्रश्न
1. मी SIP मध्ये कधी गुंतवणूक करू शकतो?
अ: एसआयपीमध्ये गुंतवणूक सुरू करण्यासाठी निश्चित वेळ नाही. तुम्ही तुमची गुंतवणूक वर्षात कधीही सुरू करू शकता. त्यामुळे, तुमच्या आर्थिक मूल्यमापनाला सुरुवात करा आणि तुम्ही विशिष्ट वेळी गुंतवणूक करण्यास तयार आहात याची खात्री करा.
2. SIP मध्ये गुंतवणूक करताना मी दीर्घकालीन उद्दिष्टे लक्षात ठेवली पाहिजेत का?
अ: आदर्शपणे, SIPs हा तुमच्या दीर्घकालीन उद्दिष्टांचा एक भाग असावा. प्राथमिक कारण म्हणजे अधिक विस्तारित कालावधी, लहान कार्यकाळापेक्षा चांगले परतावा देण्याची शक्यता आहे.
3. म्युच्युअल फंडामध्ये चक्रवाढीची शक्ती काय आहे?
अ: जेव्हा तुम्ही म्युच्युअल फंडात नियमितपणे गुंतवणूक करता तेव्हा तुम्ही गुंतवलेल्या मूळ रकमेवर व्याजच नाही तर चक्रवाढ व्याज मिळवता. त्याची गणना वार्षिक चक्रवाढ दर म्हणून केली जाते किंवाCAGR. दीर्घकालीन, चक्रवाढ परिणाम तुमची गुंतवणूक अनेक पटींनी वाढवते. दुसऱ्या शब्दांत, चक्रवाढ प्रभावाच्या मदतीने, तुम्ही एसआयपी गुंतवणुकीवर मिळणारा परतावा देखील उत्पन्न करतो.
4. मी SBI SIP मध्ये गुंतवणूक करण्याचा विचार का करावा?
अ: SBI SIP मध्ये गुंतवणुकीचे प्राथमिक कारण म्हणजे त्यात प्रवेशाचा बिंदू कमी आहे. तुम्ही किमान रु. 500 च्या गुंतवणुकीसह कोणत्याही योग्य SIP मध्ये गुंतवणूक सुरू करू शकता. यामुळे SBI SIP मध्ये गुंतवणुकीसाठी सर्वात सोपी बनते, विशेषत: जर तुम्ही SIP मध्ये गुंतवणूक सुरू करण्याचा विचार करत असाल.
5. SBI एकाधिक SIP ऑफर करते का?
अ: होय, जर तुम्हाला SIP मध्ये गुंतवणुकीचे अनेक पर्याय हवे असतील, तर SBI ही सर्वात विश्वासार्ह आणि सर्वोत्तम बँकांपैकी एक असल्याचे सिद्ध होऊ शकते. तुम्ही SBI लार्ज मध्ये गुंतवणूक करणे निवडू शकतामिड-कॅप एसआयपी, जिथे तुम्ही मोठ्या आणि मध्यम आकाराच्या भांडवलाच्या इक्विटी स्टॉकमध्ये तुमची गुंतवणूक वैविध्यपूर्ण करू शकता. यामुळे तुम्हाला गुंतवणुकीवर चांगला परतावा मिळेल. पण, तुम्हाला हवे असल्यासSIP मध्ये गुंतवणूक करा हेल्थकेअर इक्विटीवर आधारित, SBI हेल्थकेअर अपॉर्च्युनिटीज फनमध्ये गुंतवण्याचा विचार करा ज्याने मजबूत परतावा दर्शविला आहे14.3% लाँच झाल्यापासून.
6. रुपयाची सरासरी किंमत किती आहे?
अ: रुपयाची सरासरी किंमत केवळ व्यक्तींना SIP मध्ये गुंतवणूक करण्यास प्रोत्साहित करत नाही तर त्यांना बाजारातील अस्थिरतेचा फायदा घेण्यास अनुमती देते. SBI SIP ची NAV कमी असल्यास, म्हणूनगुंतवणूकदार, तुम्हाला कडून अधिक युनिट्स मिळतीलबँक, आणि SIP ची NAV वाढल्यास, तुम्हाला कमी युनिट्स मिळतील. कोणत्याही प्रकारे, तुम्ही मिळवण्यासाठी उभे राहाल.
7. 5 लाखांचा परतावा मिळविण्यासाठी मी SBI SIP मध्ये सरासरी किती गुंतवणूक करावी हे मला मिळू शकते का?
अ: तुम्ही एसबीआय एसआयपीमध्ये ५ वर्षांसाठी गुंतवणूक केल्यास, तुम्हाला १०% च्या अपेक्षित परताव्यावर दरमहा रु.६४०३.०० गुंतवण्याचा विचार करावा. अपेक्षित परतावा वाढल्यास, मासिक गुंतवणूकीची रक्कम कमी होते.
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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