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Table of Contents
- पद्धतशीर गुंतवणूक योजनेत गुंतवणूक का करावी?
- पद्धतशीर गुंतवणूक योजनेत गुंतवणूक कशी करावी?
- आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम SIP योजना
- सर्वोत्तम SIP गुंतवणूक कशी निवडावी?
- एसआयपी कॅल्क्युलेटर (एसआयपी रिटर्न कॅल्क्युलेटर)
- वारंवार विचारले जाणारे प्रश्न
- 1. SIP म्हणजे काय?
- 2. SIP चे फायदे काय आहेत?
- 3. SIP मध्ये कोण गुंतवणूक करू शकते?
- 4. ऑफलाइन मोडमध्ये एसआयपीमध्ये गुंतवणूक करण्यासाठी कोणत्या पायऱ्या आहेत?
- 5. मी ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक का करावी?
- 6. मी SBI ब्लूचिप फंड रेग्युलर ग्रोथमध्ये गुंतवणूक का करावी?
- 7. SIP मध्ये गुंतवणूक करताना तुम्ही कशाचा विचार केला पाहिजे?
- 8. SIP साठी KYC महत्वाचे आहे का?
- 9. SIP मध्ये किमान गुंतवणुकीची आवश्यकता असते का?
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भारतातील सर्वोत्कृष्ट SIP योजना 2022
सर्वोत्तमSIP योजना? त्यांना कसे निवडायचे? विचार करताना गुंतवणूकदारांच्या मनात हे काही सामान्य प्रश्न आहेतगुंतवणूक मध्येम्युच्युअल फंड SIP किंवा पद्धतशीर द्वारेगुंतवणूक योजना.
एसआयपी गुंतवणूक म्युच्युअल फंडात गुंतवणूक करताना सर्वात शिस्तबद्ध गुंतवणूक पर्यायांपैकी एक आहे. शिवाय, SIP म्युच्युअल फंडातील गुंतवणूकीची किमान रक्कम INR 500 इतकी कमी आहे. यामुळे गुंतवणूक करणे शक्य होते.शीर्ष SIP खूप सोयीस्कर योजना.
सामान्यतः, भारतातील काही सर्वोत्तम SIP योजना दीर्घ कालावधीसाठी गुंतवणूक केल्यावर चांगला परतावा देतात. एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅनमध्ये गुंतवणूक करून किती कमाई होऊ शकते हे जाणून घेण्यासाठी, तपासासिप कॅल्क्युलेटर (ज्याला SIP रिटर्न कॅल्क्युलेटर असेही म्हणतात) खालील विभाग.
पद्धतशीर गुंतवणूक योजनेत गुंतवणूक का करावी?
पद्धतशीर गुंतवणूक योजना अनेक फायद्यांसह येते. त्याची किमान गुंतवणूक रक्कमINR 500 म्युच्युअल फंडांमध्ये गुंतवणूकीचा प्रवास सुरू करण्यासाठी केवळ बहुतेक लोकांचेच नव्हे तर अनेक तरुणांचेही लक्ष वेधून घेतले आहे. अगुंतवणूकदार कोणाला हवे आहेSIP मध्ये गुंतवणूक करा त्यांचे प्रमुख नियोजन करू शकतातआर्थिक उद्दिष्टे जसे- मुलाचे शिक्षण, लग्नाचा खर्च, घर/गाडी खरेदी इ. शिस्तबद्ध पद्धतीने. एखादी व्यक्ती त्यांच्या उद्दिष्टांनुसार (अल्प-मुदती, मध्य-मुदती आणि दीर्घकालीन) गुंतवणूक सुरू करू शकते आणि ठराविक कालावधीत संपत्तीत वाढ करू शकते.
एसआयपी प्रमुख फायदे देतात जसे की रुपयाची सरासरी किंमत आणिकंपाउंडिंगची शक्ती. रुपयाची सरासरी किंमत एखाद्या व्यक्तीला मालमत्ता खरेदीच्या खर्चाची सरासरी काढण्यास मदत करते. एसआयपीमध्ये, युनिट्सची खरेदी दीर्घ कालावधीसाठी केली जाते आणि ती मासिक अंतराने (सामान्यत:) समान प्रमाणात पसरविली जाते. कालांतराने गुंतवणुकीचा प्रसार होत असल्याने ही गुंतवणूक स्टॉकमध्ये केली जातेबाजार वेगवेगळ्या किमतीच्या बिंदूंवर गुंतवणूकदाराला सरासरी खर्चाचा फायदा मिळतो, म्हणून रुपयाची सरासरी किंमत.
चक्रवाढ व्याजाच्या बाबतीत, साध्या व्याजाच्या विपरीत जेथे तुम्हाला फक्त मुद्दलावर व्याज मिळते, येथे व्याजाची रक्कम मुद्दलामध्ये जोडली जाते आणि व्याज नवीन मुद्दल (जुने मुद्दल अधिक नफा) वर मोजले जाते. ही प्रक्रिया प्रत्येक वेळी चालू राहते. SIP मधील म्युच्युअल फंड हप्त्यांमध्ये असल्याने, ते चक्रवाढ केले जातात, ज्यामुळे सुरुवातीला गुंतवलेल्या रकमेत अधिक भर पडते.
पद्धतशीर गुंतवणूक योजनेत गुंतवणूक कशी करावी?
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आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम SIP योजना
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a Below is the key information for Invesco India Infrastructure Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a Below is the key information for IDFC 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹176.687
↑ 2.32 ₹62,260 100 -1.9 14.5 46 29.9 35.7 48.9 Motilal Oswal Midcap 30 Fund Growth ₹102.968
↓ -0.82 ₹18,604 500 2.6 24.2 66.1 33.6 31.3 41.7 Kotak Small Cap Fund Growth ₹276.704
↑ 2.74 ₹18,287 1,000 -0.2 18.8 43.9 19.6 31.1 34.8 ICICI Prudential Infrastructure Fund Growth ₹191.55
↑ 1.53 ₹6,424 100 -3.4 9.6 56.2 33.2 30.9 44.6 L&T Emerging Businesses Fund Growth ₹87.1272
↑ 1.52 ₹17,306 500 -0.4 14.7 42.6 26.5 30.5 46.1 DSP BlackRock Small Cap Fund Growth ₹196.999
↑ 3.20 ₹16,705 500 0.8 16.2 39.7 22.9 30.4 41.2 Invesco India Infrastructure Fund Growth ₹64.37
↑ 0.57 ₹1,666 500 -6.5 10.4 60.4 27.5 30 51.1 Nippon India Power and Infra Fund Growth ₹352.825
↑ 3.01 ₹7,863 100 -7.1 8 55.9 31.3 29.9 58 IDFC Infrastructure Fund Growth ₹52.207
↑ 0.59 ₹1,906 100 -9.2 11.7 64.9 29.1 29.8 50.3 SBI Contra Fund Growth ₹379.857
↓ -0.84 ₹41,327 500 -3.9 7.6 39.8 24.4 29.8 38.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24 मालमत्ता >= 200 कोटी & क्रमवारी लावली5 वर्षाचा परतावा.1. Nippon India Small Cap Fund
CAGR/Annualized return of 22.5% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (31 Oct 24) ₹176.687 ↑ 2.32 (1.33 %) Net Assets (Cr) ₹62,260 on 30 Sep 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.46 Information Ratio 0.85 Alpha Ratio 7.04 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.
Date Value 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 Returns for Nippon India 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 -3% 3 Month -1.9% 6 Month 14.5% 1 Year 46% 3 Year 29.9% 5 Year 35.7% 10 Year 15 Year Since launch 22.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Samir Rachh 2 Jan 17 7.75 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 27.19% Financial Services 13.15% Basic Materials 12.56% Consumer Cyclical 12.32% Technology 9.2% Consumer Defensive 8.3% Health Care 7.47% Utility 1.97% Communication Services 1.57% Energy 0.93% Real Estate 0.67% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,152 Cr 6,650,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹1,084 Cr 2,499,222 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,048 Cr 1,851,010 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP1% ₹857 Cr 650,444 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹857 Cr 899,271
↓ -50,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹829 Cr 4,472,130
↑ 5,124 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹769 Cr 27,500,000 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹768 Cr 27,190,940 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹738 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹717 Cr 9,100,000 2. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 24.4% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (31 Oct 24) ₹102.968 ↓ -0.82 (-0.79 %) Net Assets (Cr) ₹18,604 on 30 Sep 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 3.44 Information Ratio 1.23 Alpha Ratio 22.5 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 ₹9,551 31 Oct 21 ₹16,394 31 Oct 22 ₹19,861 31 Oct 23 ₹23,514 31 Oct 24 ₹39,059 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -4.3% 3 Month 2.6% 6 Month 24.2% 1 Year 66.1% 3 Year 33.6% 5 Year 31.3% 10 Year 15 Year Since launch 24.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% 2014 Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0 Yr. Niket Shah 1 Jul 20 4.25 Yr. Santosh Singh 1 Oct 24 0 Yr. Rakesh Shetty 22 Nov 22 1.86 Yr. Sunil Sawant 1 Jul 24 0.25 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 22.85% Technology 20.91% Consumer Cyclical 17.5% Financial Services 8.81% Health Care 4.47% Basic Materials 3.7% Real Estate 2.73% Asset Allocation
Asset Class Value Cash 19.02% Equity 80.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹1,855 Cr 25,400,000
↑ 400,000 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB10% ₹1,774 Cr 2,550,000
↑ 450,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN9% ₹1,640 Cr 46,773,159
↑ 13,873,159 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE8% ₹1,579 Cr 2,250,000
↑ 650,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹1,472 Cr 2,700,000
↓ -13,800 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA6% ₹1,070 Cr 2,467,811
↑ 217,811 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS5% ₹923 Cr 5,000,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND4% ₹717 Cr 2,350,000
↑ 124,002 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433204% ₹683 Cr 25,000,000
↓ -500,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH3% ₹540 Cr 5,481,171
↑ 981,171 3. Kotak Small Cap Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (31 Oct 24) ₹276.704 ↑ 2.74 (1.00 %) Net Assets (Cr) ₹18,287 on 30 Sep 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 2.26 Information Ratio -0.55 Alpha Ratio 7.28 Min Investment 5,000 Min SIP Investment 1,000 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 ₹11,349 31 Oct 21 ₹22,656 31 Oct 22 ₹23,119 31 Oct 23 ₹26,953 31 Oct 24 ₹38,783 Returns for Kotak 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 -4.1% 3 Month -0.2% 6 Month 18.8% 1 Year 43.9% 3 Year 19.6% 5 Year 31.1% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 0.95 Yr. Data below for Kotak Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 33.42% Consumer Cyclical 20.77% Basic Materials 14.45% Health Care 12.7% Financial Services 3.67% Real Estate 3.63% Consumer Defensive 3.17% Communication Services 2.54% Technology 2.1% Asset Allocation
Asset Class Value Cash 3.55% Equity 96.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹597 Cr 3,174,852 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹570 Cr 3,559,792 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹565 Cr 6,353,571 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹540 Cr 2,616,673
↓ -240,679 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹487 Cr 1,328,764 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹451 Cr 8,096,930 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹434 Cr 2,596,496 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433502% ₹422 Cr 4,397,621
↑ 9,120 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹413 Cr 3,427,766 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV2% ₹407 Cr 2,718,155 4. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 27 in Sectoral category. Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (31 Oct 24) ₹191.55 ↑ 1.53 (0.81 %) Net Assets (Cr) ₹6,424 on 30 Sep 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 3.44 Information Ratio 0 Alpha Ratio 0 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,153 31 Oct 21 ₹16,225 31 Oct 22 ₹19,329 31 Oct 23 ₹24,564 31 Oct 24 ₹38,379 Returns for ICICI Prudential 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 -5.4% 3 Month -3.4% 6 Month 9.6% 1 Year 56.2% 3 Year 33.2% 5 Year 30.9% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% 2014 56.2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 7.33 Yr. Sharmila D’mello 30 Jun 22 2.26 Yr. Data below for ICICI Prudential Infrastructure Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 31.81% Basic Materials 19.74% Financial Services 19.22% Utility 11.96% Energy 5.54% Consumer Cyclical 1.41% Real Estate 1.27% Communication Services 0.82% Asset Allocation
Asset Class Value Cash 7.51% Equity 91.77% Debt 0.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹441 Cr 1,199,683
↑ 83,564 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325555% ₹293 Cr 6,615,698
↓ -2,550,000 JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL4% ₹262 Cr 17,363,241
↑ 1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK4% ₹253 Cr 1,990,000
↓ -210,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK4% ₹241 Cr 1,390,000
↓ -220,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL4% ₹233 Cr 1,702,912
↓ -55,364 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹184 Cr 6,100,157 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5329783% ₹179 Cr 905,683
↓ -8,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003873% ₹178 Cr 67,622 Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 28 Feb 23 | 5433343% ₹176 Cr 4,887,713 5. L&T Emerging Businesses Fund
CAGR/Annualized return of 23% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (31 Oct 24) ₹87.1272 ↑ 1.52 (1.77 %) Net Assets (Cr) ₹17,306 on 30 Sep 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 2 Information Ratio 0.27 Alpha Ratio 0.52 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 ₹9,544 31 Oct 21 ₹18,715 31 Oct 22 ₹20,605 31 Oct 23 ₹26,571 31 Oct 24 ₹37,901 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -2.6% 3 Month -0.4% 6 Month 14.7% 1 Year 42.6% 3 Year 26.5% 5 Year 30.5% 10 Year 15 Year Since launch 23% Historical performance (Yearly) on absolute basis
Year Returns 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.79 Yr. Cheenu Gupta 1 Oct 23 1 Yr. Sonal Gupta 1 Oct 23 1 Yr. Data below for L&T Emerging Businesses Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 32.47% Consumer Cyclical 15.46% Basic Materials 13.32% Financial Services 12.83% Technology 8.01% Real Estate 5.56% Health Care 3.49% Consumer Defensive 3.47% Energy 1.41% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹482 Cr 505,400
↓ -130,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000403% ₹458 Cr 1,607,279 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002513% ₹440 Cr 580,400 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹410 Cr 2,891,084
↓ -138,011 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹396 Cr 2,473,042
↓ -100,000 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹348 Cr 281,022
↓ -20,000 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹341 Cr 11,291,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹329 Cr 238,273 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹314 Cr 3,286,897 Supreme Petrochem Ltd (Basic Materials)
Equity, Since 30 Sep 16 | SPLPETRO2% ₹309 Cr 3,565,768 6. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.7% since its launch. Ranked 7 in Small Cap category. Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (31 Oct 24) ₹196.999 ↑ 3.20 (1.65 %) Net Assets (Cr) ₹16,705 on 30 Sep 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.69 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹11,638 31 Oct 21 ₹20,307 31 Oct 22 ₹21,585 31 Oct 23 ₹27,015 31 Oct 24 ₹37,727 Returns for DSP BlackRock 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 -3.3% 3 Month 0.8% 6 Month 16.2% 1 Year 39.7% 3 Year 22.9% 5 Year 30.4% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% 2014 101.8% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.29 Yr. Resham Jain 16 Mar 18 6.55 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.87% Basic Materials 18.91% Industrials 17.95% Health Care 8.38% Consumer Defensive 7.45% Financial Services 4.13% Technology 3.14% Communication Services 1.07% Utility 0.21% Asset Allocation
Asset Class Value Cash 5.89% Equity 94.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹616 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹525 Cr 1,746,352 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹483 Cr 6,296,696
↓ -100,000 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹480 Cr 9,260,495
↓ -99,109 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323563% ₹435 Cr 9,143,737 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433062% ₹411 Cr 3,538,190 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹400 Cr 2,500,000
↓ -335,306 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹399 Cr 10,000,000
↓ -1,568,344 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹383 Cr 1,629,601 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹351 Cr 2,341,299 7. Invesco India Infrastructure Fund
CAGR/Annualized return of 11.6% since its launch. Ranked 24 in Sectoral category. Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% . Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (31 Oct 24) ₹64.37 ↑ 0.57 (0.89 %) Net Assets (Cr) ₹1,666 on 30 Sep 24 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.34 Sharpe Ratio 2.95 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 ₹9,711 31 Oct 21 ₹17,938 31 Oct 22 ₹18,879 31 Oct 23 ₹23,183 31 Oct 24 ₹37,187 Returns for Invesco India 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 -6.5% 6 Month 10.4% 1 Year 60.4% 3 Year 27.5% 5 Year 30% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 51.1% 2022 2.3% 2021 55.4% 2020 16.2% 2019 6.1% 2018 -15.8% 2017 48.1% 2016 0.8% 2015 -2.6% 2014 83.6% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.08 Yr. Data below for Invesco India Infrastructure Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 54% Utility 12.76% Consumer Cyclical 9.08% Basic Materials 7.62% Health Care 4.53% Technology 3.31% Energy 3% Financial Services 2.19% Real Estate 1.08% Communication Services 1.04% Asset Allocation
Asset Class Value Cash 1.39% Equity 98.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹93 Cr 252,200 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 5328985% ₹87 Cr 2,478,858
↓ -464,922 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC4% ₹63 Cr 550,844 NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 5325553% ₹55 Cr 1,234,119 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 5004003% ₹54 Cr 1,114,602 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Dec 23 | SOLARINDS3% ₹50 Cr 43,689 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 5005473% ₹50 Cr 1,351,085 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Aug 23 | SUZLON3% ₹49 Cr 6,152,057
↓ -349,033 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL3% ₹49 Cr 1,717,480
↑ 322,266 Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX3% ₹49 Cr 95,821
↓ -10,274 8. Nippon India Power and Infra Fund
CAGR/Annualized return of 19% since its launch. Ranked 13 in Sectoral category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (31 Oct 24) ₹352.825 ↑ 3.01 (0.86 %) Net Assets (Cr) ₹7,863 on 30 Sep 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio 3.08 Information Ratio 1.62 Alpha Ratio 7.02 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.
Date Value 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 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24 Duration Returns 1 Month -7.3% 3 Month -7.1% 6 Month 8% 1 Year 55.9% 3 Year 31.3% 5 Year 29.9% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Kinjal Desai 25 May 18 6.36 Yr. Rahul Modi 19 Aug 24 0.12 Yr. Data below for Nippon India Power and Infra Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 42.3% Utility 17.06% Basic Materials 10.26% Communication Services 7.78% Energy 7.14% Real Estate 4.78% Consumer Cyclical 3.83% Technology 3.22% Health Care 2.29% Asset Allocation
Asset Class Value Cash 1.35% Equity 98.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT9% ₹735 Cr 2,000,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹561 Cr 1,900,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹554 Cr 12,500,000
↑ 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹444 Cr 2,600,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES5% ₹367 Cr 675,741
↓ -253,946 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹319 Cr 270,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5005304% ₹301 Cr 80,000
↓ -20,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV3% ₹270 Cr 1,800,000 Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 5005503% ₹254 Cr 350,000 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR3% ₹230 Cr 2,500,000 9. IDFC Infrastructure Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 1 in Sectoral category. Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (31 Oct 24) ₹52.207 ↑ 0.59 (1.15 %) Net Assets (Cr) ₹1,906 on 30 Sep 24 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio 3.17 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,539 31 Oct 21 ₹17,121 31 Oct 22 ₹17,400 31 Oct 23 ₹22,341 31 Oct 24 ₹36,843 Returns for IDFC 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 -7.1% 3 Month -9.2% 6 Month 11.7% 1 Year 64.9% 3 Year 29.1% 5 Year 29.8% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% 2014 43.2% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 0.69 Yr. Ritika Behera 7 Oct 23 0.99 Yr. Gaurav Satra 7 Jun 24 0.32 Yr. Data below for IDFC Infrastructure Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 52.47% Utility 10.82% Basic Materials 10.6% Communication Services 6.43% Energy 3.99% Consumer Cyclical 3.87% Financial Services 3.58% Technology 2.29% Health Care 1.41% Asset Allocation
Asset Class Value Cash 4.54% Equity 95.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | 5002414% ₹80 Cr 443,385
↑ 8,933 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | 5337614% ₹77 Cr 4,384,900
↑ 1,145,000 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS4% ₹70 Cr 12,200,218
↑ 1,724,925 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | 5003253% ₹68 Cr 226,353
↑ 65,263 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | 5329213% ₹64 Cr 434,979 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | 5005103% ₹64 Cr 171,447 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹60 Cr 470,125
↑ 38,887 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Dec 23 | 5348163% ₹57 Cr 1,252,522
↓ -58,513 H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA3% ₹50 Cr 321,984
↑ 190,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | 5324542% ₹46 Cr 289,163 10. 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
सर्वोत्तम SIP गुंतवणूक कशी निवडावी?
असे विविध म्युच्युअल फंड आहेत जे तुम्हाला एसआयपीद्वारे गुंतवणूक करण्याची परवानगी देतात. परंतु मुख्य समस्या निवडणे आहेसर्वोत्तम म्युच्युअल फंड SIP साठी. सर्वोत्कृष्ट म्युच्युअल फंड व्यक्तीपरत्वे बदलू शकतात, तरीही गुंतवणूकदार सर्वोत्तम SIP म्युच्युअल फंड निवडण्यापूर्वी विचारात घेऊ शकतात अशा काही मुद्द्यांची यादी खाली दिली आहे.
SIP गुंतवणुकीचे उद्दिष्ट समजून घ्या
जेव्हा गुंतवणुकीचा प्रश्न येतो तेव्हा आपल्यापैकी प्रत्येकाचे उद्दिष्ट वेगळे असते. त्यामुळे म्युच्युअल फंडामध्ये एसआयपीद्वारे गुंतवणूक करण्यापूर्वी, तुमच्या गुंतवणुकीच्या उद्दिष्टांचे स्पष्ट चित्र मिळवण्याचा सल्ला दिला जातो.जोखीम प्रोफाइल. साधारणपणे,इक्विटी म्युच्युअल फंड दीर्घकालीन उद्दिष्टांसाठी फायदेशीर मानले जातेपैसा बाजार आणिकर्ज निधी अल्पकालीन उद्दिष्टांसाठी योग्य आहेत.
फंड हाऊस जाणून घ्या
SIP रिटर्न्सचा मोठा भाग तुमच्या वतीने तुमचे पैसे व्यवस्थापित करणाऱ्या फंड हाऊसवर अवलंबून असतो. फंड हाऊसचे उद्दिष्ट अयशस्वी झाल्यास, तुम्ही तुमचे पैसे गमावाल. तुमच्याकडे सर्वोत्तम एसआयपी योजना असल्याची खात्री करण्यासाठी एक नामांकित फंड हाऊस निवडा.
SIP म्युच्युअल फंडाच्या फंड कामगिरीचे निरीक्षण करा
मूलभूत कारणांपैकी एक कारण जे लोकम्युच्युअल फंडात गुंतवणूक करा SIP च्या माध्यमातून पैसे कमवायचे आहेत. म्हणून, सर्वोत्तम फंड निवडण्यासाठी आणि नंतर सर्वोत्तम SIP योजनांमध्ये गुंतवणूक करण्यासाठी ठराविक कालावधीत निधीच्या कामगिरीचे विश्लेषण करणे महत्त्वाचे आहे. सामान्यतः, इक्विटी म्युच्युअल फंडांसाठी दीर्घकालीन कामगिरीकडे लक्ष दिले जाते, तर कर्जासाठी म्युच्युअल फंड्ससाठी अल्प ते मध्यम मुदतीच्या परताव्याचा विचार केला जातो.
SIP चे भार आणि आवर्ती खर्चाचे विश्लेषण करा
शेवटचे परंतु किमान नाही, निर्गमन भार आणि खर्चाचे प्रमाण जर विनिर्दिष्ट कालावधीपूर्वी (सामान्यतः लॉक-इन कालावधी म्हणतात) मधील गुंतवणूकीची पूर्तता केली असेल तर.
म्हणून, हे पॅरामीटर्स लक्षात घेऊन सर्वोत्तम SIP योजना निवडण्याचा सल्ला दिला जातो. गुंतवणूक करण्यापूर्वी विचार करा!
एसआयपी कॅल्क्युलेटर (एसआयपी रिटर्न कॅल्क्युलेटर)
च्या साठीआर्थिक नियोजन, SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर हे सर्वोत्तम साधनांपैकी एक आहे.
कंपाउंडिंगच्या सामर्थ्याने तुमचा SIP कसा वाढतो यावर नजर ठेवण्यासाठी खालील उदाहरणाचा विचार करा.
| मासिक गुंतवणूक | गुंतवणुकीचा कालावधी | एकूण गुंतवणूक केलेली रक्कम | अंतिम मूल्य @ 14% p.a. |
|---|---|---|---|
| १,000 | 5 वर्षे | 60,000 | ८७,२०० |
| 1,000 | 10 वर्षे | 1,20,000 | २,६२,०९१ |
| 1,000 | 15 वर्षे | 1,80,000 | ६,१२,८५३ |
वरील तक्त्यामध्ये नमूद केले आहे की जर तुम्ही SIP म्युच्युअल फंडामध्ये दरमहा INR 1,000 ची गुंतवणूक केली तर, 5 वर्षातील तुमची एकूण गुंतवणूक INR 60,000 असेल आणि तुमची SIP 14% p.a च्या गृहित परताव्याच्या टक्केवारीने परत येईल. होईल87,2001 रुपये, अनुक्रमे. त्याचप्रमाणे 10 वर्षांत एकूण गुंतवणूक होईलINR 1,20,000 आणि 14% p.a च्या गृहित टक्केवारीवर SIP परतावा. होईलINR 2,62,091.
त्याच प्रकारे, 15 वर्षांत गुंतवणूक होईलINR 1,80,000 आणि 14% p.a च्या परताव्याच्या टक्केवारीचे अंतिम मूल्य असेलINR 6,12,853, अनुक्रमे.
तर, एका महिन्यात फक्त INR 1,000 ची गुंतवणूक करून, पुढील वर्षांमध्ये तुमचे पैसे कसे वाढतील ते पहा. गुंतवणुकीसाठी सर्वोत्तम SIP म्युच्युअल फंड निवडताना वरील गणिते विचारात घ्या.
वारंवार विचारले जाणारे प्रश्न
1. SIP म्हणजे काय?
अ: एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅन हा म्युच्युअल फंड योजनेंतर्गत ऑफर केलेला गुंतवणूक मार्ग आहे, जेथे ठराविक रक्कम नियमित अंतराने योजनेअंतर्गत गुंतवली जाते. हा हप्ता रु. 500 इतका लहान असू शकतो.
2. SIP चे फायदे काय आहेत?
अ: SIP चा प्राथमिक फायदा हा आहे की ते गुंतवणूक अधिक शिस्तबद्ध करते. हे गुंतवणूकदारांना करू देतेआर्थिक योजना उपयुक्त आणि गुंतवणुकदाराला गुंतवणूकदारामध्ये गुंतवणुकीची सवय विकसित करण्यास मदत करते.
3. SIP मध्ये कोण गुंतवणूक करू शकते?
अ: SIP मध्ये कोणीही गुंतवणूक करू शकतो. परंतु, तुम्ही तुमचे जोखीम विश्लेषण करणे आवश्यक आहे, म्हणजे तुम्हाला किती जोखीम घ्यायची आहे. तसेच, सुरू करण्यासाठी, तुम्हाला पॅन तपशील, पत्ता पुरावा आणि आवश्यक आहेबँक तपशील
4. ऑफलाइन मोडमध्ये एसआयपीमध्ये गुंतवणूक करण्यासाठी कोणत्या पायऱ्या आहेत?
अ: ऑफलाइन मोडमध्ये गुंतवणूक करण्यासाठी, तुम्हाला अर्ज भरावा लागेल, मासिक किंवा त्रैमासिक SIP रकमेसाठी चेक सबमिट करावा लागेल, त्याची एक प्रत प्रदान करावी लागेल.पॅन कार्ड, पत्त्याचा पुरावा आणि तुमच्या बँक तपशीलांचा पुरावा म्हणून रद्द केलेला चेक.
5. मी ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक का करावी?
अ: ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडाने 3 मार्च 2000 रोजी लाँच झाल्यापासून 11.9% परतावा दर्शविला आहे. इतर फंडांच्या विपरीत, 2020 मध्ये, त्याने 70.6% परतावा स्थापित केला आहे. म्हणून, ICICI प्रुडेन्शियल टेक्नॉलॉजी फंडात गुंतवणूक करणे फायदेशीर ठरले आहे आणि पाच वर्षांसाठी एसआयपीमध्ये गुंतवणूक केली आहे.
6. मी SBI ब्लूचिप फंड रेग्युलर ग्रोथमध्ये गुंतवणूक का करावी?
अ: एसबीआय ब्लूचिप फंड रेग्युलर ग्रोथने पाच वर्षांच्या वाढीचा दर दर्शविला आहे५.२९%, जे तुलनेने जास्त आहे.
7. SIP मध्ये गुंतवणूक करताना तुम्ही कशाचा विचार केला पाहिजे?
अ: जेव्हा तुम्ही SIP मध्ये गुंतवणूक करता तेव्हा तुम्ही नेट अॅसेट व्हॅल्यू किंवानाही. तुम्ही योजनेसाठी केलेली ही गुंतवणूक आहे. तुम्ही त्याचे रेटिंग आणि त्याची ऐतिहासिक कामगिरी देखील तपासली पाहिजे. तुमची गुंतवणूक सुरक्षित आहे याची खात्री करण्यासाठी SIP द्वारे मिळणारे परतावा समजून घेणे आवश्यक आहे.
8. SIP साठी KYC महत्वाचे आहे का?
अ: होय, एसआयपीसाठीही केवायसी आवश्यक आहे. एसआयपी म्युच्युअल फंडाच्या योजनेंतर्गत येत असल्याने, तुम्हाला एसआयपीमध्ये गुंतवणूक करण्यासाठी केवायसी कागदपत्रे प्रदान करावी लागतील.
9. SIP मध्ये किमान गुंतवणुकीची आवश्यकता असते का?
अ: होय, काही SIP साठी किमान गुंतवणूक आवश्यक असते. उदाहरणार्थ, आदित्य बिर्ला सन लाइफ डिजिटल इंडिया फंडासाठी किमान SIP गुंतवणुकीची आवश्यकता रु. 1000 आहे. SBI ब्लूचिप फंड नियमित वाढीसाठी किमान रु. 5000 ची आवश्यकता आहे. अशा प्रकारे, तुम्ही ज्या एसआयपीमध्ये गुंतवणूक करत आहात त्यावर अवलंबून, तुम्हाला तुमची गुंतवणूक रक्कम वाढवावी लागेल.
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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