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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 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 (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 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 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 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 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 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 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 ₹31.7515
↓ -0.08 ₹4,703 500 -9.7 1.1 64.7 34.7 24 54 8.4 SBI Infrastructure Fund Growth ₹51.3736
↑ 0.31 ₹5,071 500 -5.4 7.5 46.8 27.6 26.6 49.7 9.9 SBI Contra Fund Growth ₹379.857
↓ -0.84 ₹41,327 500 -3.9 7.6 39.8 24.4 29.8 38.2 17.5 SBI Healthcare Opportunities Fund Growth ₹423.835
↑ 6.20 ₹3,346 500 10.7 22.3 57.5 24.1 29.5 38.2 16.1 SBI Magnum Tax Gain Fund Growth ₹431.351
↓ -0.67 ₹28,733 500 -3 10.6 51.5 24.1 24.6 40 13.8 SBI Consumption Opportunities Fund Growth ₹326.919
↑ 1.14 ₹3,101 500 -0.9 14.5 36.6 23.2 22.3 29.9 17.1 SBI Small Cap Fund Growth ₹179.988
↑ 3.11 ₹34,217 500 -2 12.3 37.4 20.4 27.5 25.3 21 SBI Magnum Mid Cap Fund Growth ₹235.623
↓ -0.35 ₹22,338 500 -1.8 11.4 34.4 20.2 27.4 34.5 17.5 SBI Large and Midcap Fund Growth ₹597.977
↓ -0.15 ₹29,234 500 -1.6 11.6 36.4 18.1 21.7 26.8 18.1 SBI Banking & Financial Services Fund Growth ₹38.3854
↓ -0.17 ₹6,407 500 2.2 10.5 35.9 13.6 15.1 18.6 14.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24 1. SBI Small Cap Fund
CAGR/Annualized return of 21% since its launch. Ranked 4 in Small Cap category. Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (31 Oct 24) ₹179.988 ↑ 3.11 (1.76 %) Net Assets (Cr) ₹34,217 on 30 Sep 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.33 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 Oct 19 ₹10,000 31 Oct 20 ₹10,975 31 Oct 21 ₹19,276 31 Oct 22 ₹21,421 31 Oct 23 ₹24,502 31 Oct 24 ₹33,673 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -4.4% 3 Month -2% 6 Month 12.3% 1 Year 37.4% 3 Year 20.4% 5 Year 27.5% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 10.88 Yr. Pradeep Kesavan 31 Dec 23 0.75 Yr. Mohan Lal 1 May 24 0.42 Yr. Data below for SBI Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 33.77% Consumer Cyclical 21.85% Financial Services 14.78% Basic Materials 9.2% Consumer Defensive 4.87% Communication Services 2.16% Health Care 2% Real Estate 1.84% Asset Allocation
Asset Class Value Cash 9.53% Equity 90.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL4% ₹1,231 Cr 9,000,000 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO4% ₹1,218 Cr 5,900,000
↓ -216,675 GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 5222753% ₹1,177 Cr 7,000,000 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002383% ₹994 Cr 4,340,000 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 5009403% ₹964 Cr 34,595,699 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434413% ₹897 Cr 15,000,000 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹891 Cr 3,300,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹855 Cr 9,716,991 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC2% ₹844 Cr 89,318,180 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹800 Cr 9,324,049 2. SBI Magnum COMMA Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 9 in Sectoral category. Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (31 Oct 24) ₹102.191 ↑ 0.47 (0.47 %) Net Assets (Cr) ₹697 on 30 Sep 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 2.2 Information Ratio -0.72 Alpha Ratio 0.75 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 Oct 19 ₹10,000 31 Oct 20 ₹10,844 31 Oct 21 ₹18,767 31 Oct 22 ₹17,943 31 Oct 23 ₹19,562 31 Oct 24 ₹26,811 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -8.2% 3 Month -3.4% 6 Month 5% 1 Year 37.1% 3 Year 12.6% 5 Year 21.8% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.3% 2022 -6.6% 2021 52% 2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% 2014 31.5% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 0.33 Yr. Pradeep Kesavan 31 Dec 23 0.75 Yr. Data below for SBI Magnum COMMA Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Basic Materials 45% Energy 29.22% Utility 9.53% Consumer Defensive 8.48% Consumer Cyclical 4.04% Financial Services 2.61% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL10% ₹67 Cr 3,976,000
↑ 600,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE9% ₹63 Cr 212,366
↑ 45,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003126% ₹42 Cr 1,400,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325386% ₹40 Cr 34,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002955% ₹35 Cr 675,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹34 Cr 1,670,000
↑ 1,670,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA5% ₹33 Cr 650,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328985% ₹33 Cr 930,000
↑ 930,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL4% ₹30 Cr 425,000 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN4% ₹29 Cr 450,000 3. SBI Consumption Opportunities Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 11 in Sectoral category. Return for 2023 was 29.9% , 2022 was 13.9% and 2021 was 35.6% . SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (31 Oct 24) ₹326.919 ↑ 1.14 (0.35 %) Net Assets (Cr) ₹3,101 on 30 Sep 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 2.69 Information Ratio 0.64 Alpha Ratio -2.35 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 Oct 19 ₹10,000 31 Oct 20 ₹8,708 31 Oct 21 ₹14,619 31 Oct 22 ₹17,643 31 Oct 23 ₹20,028 31 Oct 24 ₹27,366 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -7.7% 3 Month -0.9% 6 Month 14.5% 1 Year 36.6% 3 Year 23.2% 5 Year 22.3% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.9% 2022 13.9% 2021 35.6% 2020 13.9% 2019 0.1% 2018 -2% 2017 53.1% 2016 2.4% 2015 5.3% 2014 30.9% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 0.5 Yr. Ashit Desai 1 Apr 24 0.5 Yr. Data below for SBI Consumption Opportunities Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 49.58% Consumer Defensive 28.95% Industrials 10.57% Communication Services 5.73% Basic Materials 2.37% Asset Allocation
Asset Class Value Cash 2.81% Equity 97.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141676% ₹190 Cr 1,010,998 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹157 Cr 920,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD4% ₹125 Cr 1,836,850 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹120 Cr 549,563
↑ 80,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR4% ₹109 Cr 370,000
↑ 50,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI3% ₹99 Cr 75,000
↑ 25,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹98 Cr 1,900,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M3% ₹91 Cr 295,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008253% ₹91 Cr 144,000
↑ 12,000 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002383% ₹89 Cr 390,000 4. SBI Large and Midcap Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 20 in Large & Mid Cap category. Return for 2023 was 26.8% , 2022 was 7.3% and 2021 was 39.3% . SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (31 Oct 24) ₹597.977 ↓ -0.15 (-0.03 %) Net Assets (Cr) ₹29,234 on 30 Sep 24 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.32 Information Ratio -0.08 Alpha Ratio -2.99 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 Oct 19 ₹10,000 31 Oct 20 ₹9,764 31 Oct 21 ₹16,219 31 Oct 22 ₹17,958 31 Oct 23 ₹19,575 31 Oct 24 ₹26,693 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -4.4% 3 Month -1.6% 6 Month 11.6% 1 Year 36.4% 3 Year 18.1% 5 Year 21.7% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.8% 2022 7.3% 2021 39.3% 2020 15.8% 2019 6.8% 2018 -5.3% 2017 40.5% 2016 0.4% 2015 11.1% 2014 48.3% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Saurabh Pant 10 Sep 16 8.06 Yr. Pradeep Kesavan 31 Dec 23 0.75 Yr. Data below for SBI Large and Midcap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 22.52% Basic Materials 13.95% Consumer Cyclical 12.42% Industrials 12% Technology 9.44% Health Care 8.98% Consumer Defensive 6.2% Energy 3.84% Communication Services 3.49% Utility 3.2% Asset Allocation
Asset Class Value Cash 3.97% Equity 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK6% ₹1,776 Cr 10,255,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹1,122 Cr 3,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹942 Cr 7,400,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN3% ₹867 Cr 11,000,000
↑ 1,800,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹821 Cr 1,910,000 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹790 Cr 270,874
↑ 25,874 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5333983% ₹779 Cr 3,835,645 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY2% ₹713 Cr 3,800,000 Voltas Ltd (Industrials)
Equity, Since 30 Nov 22 | VOLTAS2% ₹701 Cr 3,800,000 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE2% ₹646 Cr 920,000 5. SBI Bluechip Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 9 in Large Cap category. Return for 2023 was 22.6% , 2022 was 4.4% and 2021 was 26.1% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (31 Oct 24) ₹89.6534 ↓ -0.34 (-0.38 %) Net Assets (Cr) ₹53,276 on 30 Sep 24 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.59 Sharpe Ratio 2.13 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 Oct 19 ₹10,000 31 Oct 20 ₹9,583 31 Oct 21 ₹15,002 31 Oct 22 ₹15,434 31 Oct 23 ₹16,840 31 Oct 24 ₹21,726 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -5.4% 3 Month -1.7% 6 Month 10.5% 1 Year 29% 3 Year 13.1% 5 Year 16.8% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.6% 2022 4.4% 2021 26.1% 2020 16.3% 2019 11.6% 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% 2014 47.9% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Saurabh Pant 1 Apr 24 0.5 Yr. Pradeep Kesavan 1 Apr 24 0.5 Yr. Data below for SBI Bluechip Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 27.24% Consumer Cyclical 16.59% Consumer Defensive 11.94% Technology 9.11% Industrials 8.53% Health Care 6.47% Basic Materials 5.58% Energy 4.97% Communication Services 2.7% Real Estate 2.4% Asset Allocation
Asset Class Value Cash 4.55% Equity 95.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK8% ₹4,235 Cr 24,450,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK7% ₹3,692 Cr 29,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹2,606 Cr 50,300,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY5% ₹2,570 Cr 13,700,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE4% ₹2,303 Cr 7,800,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT4% ₹2,278 Cr 6,198,441 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 24 | TCS4% ₹1,947 Cr 4,562,331 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK3% ₹1,706 Cr 9,200,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 5008253% ₹1,649 Cr 2,601,838 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN3% ₹1,493 Cr 9,284,982 6. SBI Magnum Multicap Fund
CAGR/Annualized return of since its launch. Ranked 9 in Multi Cap category. Return for 2023 was 22.8% , 2022 was 0.7% and 2021 was 30.8% . SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (31 Oct 24) ₹107.44 ↑ 0.13 (0.12 %) Net Assets (Cr) ₹23,489 on 30 Sep 24 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 2.21 Information Ratio 0 Alpha Ratio 0 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 Oct 19 ₹10,000 31 Oct 20 ₹9,493 31 Oct 21 ₹15,177 31 Oct 22 ₹15,339 31 Oct 23 ₹16,457 31 Oct 24 ₹21,190 Returns for SBI Magnum Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -5.9% 3 Month -3% 6 Month 7.4% 1 Year 28.8% 3 Year 11.8% 5 Year 16.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 22.8% 2022 0.7% 2021 30.8% 2020 13.6% 2019 11% 2018 -5.5% 2017 37% 2016 5.8% 2015 9.8% 2014 56% Fund Manager information for SBI Magnum Multicap Fund
Name Since Tenure R. Srinivasan 1 Jan 22 2.75 Yr. Pradeep Kesavan 31 Dec 23 0.75 Yr. Data below for SBI Magnum Multicap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 24.72% Consumer Cyclical 18.14% Industrials 12.47% Basic Materials 10% Energy 7.5% Technology 6.88% Communication Services 6.36% Consumer Defensive 5.27% Health Care 3.93% Utility 2.27% Asset Allocation
Asset Class Value Cash 2.46% Equity 97.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK6% ₹1,295 Cr 7,475,354
↑ 850,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK5% ₹1,241 Cr 6,694,000
↑ 610,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE5% ₹1,154 Cr 3,908,270
↓ -235,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK3% ₹791 Cr 6,210,055
↑ 1,500,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY3% ₹699 Cr 3,725,000
↓ -770,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M3% ₹672 Cr 2,170,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT3% ₹669 Cr 1,821,034 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL3% ₹641 Cr 3,750,000 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jan 24 | CTSH2% ₹582 Cr 900,000 Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 31 Aug 21 | 5433342% ₹457 Cr 12,710,062 7. SBI Infrastructure Fund
CAGR/Annualized return of 9.9% since its launch. Ranked 18 in Sectoral category. Return for 2023 was 49.7% , 2022 was 9.3% and 2021 was 48.3% . SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (31 Oct 24) ₹51.3736 ↑ 0.31 (0.60 %) Net Assets (Cr) ₹5,071 on 30 Sep 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 2.21 Sharpe Ratio 3.13 Information Ratio 0.84 Alpha Ratio 8.88 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 Oct 19 ₹10,000 31 Oct 20 ₹9,259 31 Oct 21 ₹15,642 31 Oct 22 ₹17,219 31 Oct 23 ₹22,128 31 Oct 24 ₹32,487 Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -6.1% 3 Month -5.4% 6 Month 7.5% 1 Year 46.8% 3 Year 27.6% 5 Year 26.6% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 49.7% 2022 9.3% 2021 48.3% 2020 8.2% 2019 10.2% 2018 -18.1% 2017 41.7% 2016 9.3% 2015 2.7% 2014 48.1% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Bhavin Vithlani 1 Jan 22 2.75 Yr. Pradeep Kesavan 31 Dec 23 0.75 Yr. Data below for SBI Infrastructure Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 32.67% Basic Materials 13.97% Financial Services 12.21% Communication Services 8.93% Energy 8.74% Utility 7.93% Real Estate 5.61% Consumer Cyclical 3.38% Asset Allocation
Asset Class Value Cash 6.56% Equity 93.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE8% ₹413 Cr 1,400,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT7% ₹331 Cr 900,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL5% ₹256 Cr 1,500,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 5003874% ₹213 Cr 81,000 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 24 | IEX4% ₹204 Cr 10,000,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348164% ₹196 Cr 5,000,000
↑ 2,611,579 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | HDFCBANK3% ₹149 Cr 860,000
↑ 500,000 Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 5327793% ₹131 Cr 700,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | 5060762% ₹120 Cr 500,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 5325382% ₹118 Cr 100,000 8. SBI Contra Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 48 in Contra category. Return for 2023 was 38.2% , 2022 was 12.8% and 2021 was 49.9% . SBI Contra Fund
Growth Launch Date 6 May 05 NAV (31 Oct 24) ₹379.857 ↓ -0.84 (-0.22 %) Net Assets (Cr) ₹41,327 on 30 Sep 24 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.58 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 Oct 19 ₹10,000 31 Oct 20 ₹10,375 31 Oct 21 ₹19,131 31 Oct 22 ₹21,939 31 Oct 23 ₹26,344 31 Oct 24 ₹36,832 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -5.8% 3 Month -3.9% 6 Month 7.6% 1 Year 39.8% 3 Year 24.4% 5 Year 29.8% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 12.8% 2021 49.9% 2020 30.6% 2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% 2014 47.7% Fund Manager information for SBI Contra Fund
Name Since Tenure Dinesh Balachandran 7 May 18 6.41 Yr. Pradeep Kesavan 1 Dec 23 0.84 Yr. Data below for SBI Contra Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 20.95% Basic Materials 10.04% Technology 9.03% Consumer Cyclical 8.4% Industrials 7.45% Energy 7.27% Health Care 7.22% Utility 5.75% Consumer Defensive 5.33% Communication Services 4.17% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 13.1% Equity 86.15% Debt 0.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK5% ₹2,204 Cr 12,723,129 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE3% ₹1,400 Cr 4,739,125
↑ 1,943,750 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321552% ₹989 Cr 41,173,788 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK2% ₹951 Cr 5,128,168 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002382% ₹925 Cr 4,040,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 5327552% ₹913 Cr 5,786,409 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL2% ₹893 Cr 52,995,525
↑ 12,650,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC2% ₹869 Cr 16,766,741 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | 5000962% ₹818 Cr 13,077,467 State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN2% ₹808 Cr 10,254,269 9. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 28 in Mid Cap category. Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (31 Oct 24) ₹235.623 ↓ -0.35 (-0.15 %) Net Assets (Cr) ₹22,338 on 30 Sep 24 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 2.43 Information Ratio -0.43 Alpha Ratio 2.9 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 Oct 19 ₹10,000 31 Oct 20 ₹10,825 31 Oct 21 ₹19,310 31 Oct 22 ₹21,129 31 Oct 23 ₹24,978 31 Oct 24 ₹33,559 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -5.4% 3 Month -1.8% 6 Month 11.4% 1 Year 34.4% 3 Year 20.2% 5 Year 27.4% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% 2014 71.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 0.5 Yr. Pradeep Kesavan 1 Apr 24 0.5 Yr. Data below for SBI Magnum Mid Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 20.83% Financial Services 20.57% Industrials 16.32% Health Care 10.35% Basic Materials 9.74% Real Estate 4.14% Utility 4.01% Technology 3.65% Communication Services 3.08% Consumer Defensive 1.96% Asset Allocation
Asset Class Value Cash 5.35% Equity 94.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327794% ₹896 Cr 4,770,722
↓ -399,028 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN4% ₹785 Cr 1,490,000 Voltas Ltd (Industrials)
Equity, Since 30 Apr 24 | VOLTAS3% ₹738 Cr 4,000,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹734 Cr 1,574,522 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹616 Cr 1,573,215
↑ 107,291 Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX3% ₹612 Cr 1,200,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5063953% ₹586 Cr 3,500,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV3% ₹584 Cr 3,900,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL3% ₹572 Cr 6,000,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH2% ₹542 Cr 5,500,000 10. SBI Magnum Equity ESG Fund
CAGR/Annualized return of 12.7% since its launch. Ranked 47 in Sectoral category. Return for 2023 was 24.6% , 2022 was -2.3% and 2021 was 30.3% . SBI Magnum Equity ESG Fund
Growth Launch Date 27 Nov 06 NAV (31 Oct 24) ₹233.213 ↓ -1.58 (-0.67 %) Net Assets (Cr) ₹6,112 on 30 Sep 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 2.15 Information Ratio 0.12 Alpha Ratio -1.44 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 Oct 19 ₹10,000 31 Oct 20 ₹9,589 31 Oct 21 ₹15,083 31 Oct 22 ₹14,923 31 Oct 23 ₹16,023 31 Oct 24 ₹20,885 Returns for SBI Magnum Equity ESG Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -5.6% 3 Month -3.5% 6 Month 9.5% 1 Year 30.3% 3 Year 11.5% 5 Year 15.9% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.6% 2022 -2.3% 2021 30.3% 2020 13.5% 2019 14.8% 2018 3.3% 2017 24.1% 2016 4.5% 2015 2.4% 2014 42.6% Fund Manager information for SBI Magnum Equity ESG Fund
Name Since Tenure Rohit Shimpi 1 Jan 22 2.75 Yr. Pradeep Kesavan 1 Dec 23 0.84 Yr. Data below for SBI Magnum Equity ESG Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 33.09% Technology 20.85% Consumer Cyclical 15.87% Industrials 12.31% Basic Materials 5.46% Health Care 3.58% Energy 2.8% Consumer Defensive 2.61% Utility 1.73% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY8% ₹507 Cr 2,701,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK8% ₹505 Cr 2,917,400 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK7% ₹444 Cr 3,485,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹282 Cr 2,290,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS5% ₹278 Cr 651,034
↑ 70,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹269 Cr 731,709
↓ -80,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK4% ₹229 Cr 1,235,000
↓ -80,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI4% ₹216 Cr 163,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 5325383% ₹207 Cr 175,000
↓ -40,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 09 | SBIN3% ₹191 Cr 2,430,000
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?
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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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