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10 ਵਧੀਆ HDFC SIP ਮਿਉਚੁਅਲ ਫੰਡ 2022 - Fincash.com

ਫਿਨਕੈਸ਼ »HDFC ਮਿਉਚੁਅਲ ਫੰਡ »ਵਧੀਆ HDFC SIP ਫੰਡ

10 ਸਰਵੋਤਮ HDFC MF SIP ਫੰਡ 2022

Updated on October 13, 2024 , 146972 views

ਵਿਵਸਥਿਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਜਾਂSIP ਦੀ ਇੱਕ ਵਿਧੀ ਹੈਨਿਵੇਸ਼ ਇੱਕ ਨਿਰਧਾਰਤ ਸਮੇਂ 'ਤੇ ਨਿਯਮਤ ਤੌਰ 'ਤੇ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ। ਇਹ ਸਭ ਤੋਂ ਲਚਕਦਾਰ ਅਤੇ ਆਸਾਨ ਨਿਵੇਸ਼ ਯੋਜਨਾ ਹੈ। ਤੁਹਾਡਾ ਪੈਸਾ ਤੁਹਾਡੇ ਤੋਂ ਆਟੋ-ਡੈਬਿਟ ਹੁੰਦਾ ਹੈਬੈਂਕ ਖਾਤਾ ਹੈ ਅਤੇ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈ। SIP ਦੀ ਨਿਵੇਸ਼ ਸ਼ੈਲੀ ਦੇ ਕਾਰਨ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸਮਾਂ ਕੱਢਣ ਦੀ ਲੋੜ ਨਹੀਂ ਹੈਬਜ਼ਾਰ.

HDFC ਮਿਉਚੁਅਲ ਫੰਡ, ਭਾਰਤ ਦੇ ਪ੍ਰਮੁੱਖਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈAMCs, ਨਿਵੇਸ਼ਕ ਹਮੇਸ਼ਾ ਕੰਪਨੀ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਗਏ SIP ਫੰਡਾਂ ਨੂੰ ਤਰਜੀਹ ਦਿੰਦੇ ਹਨ। ਤੁਸੀਂ ਸਿਰਫ਼ INR 500 ਦੇ ਨਾਲ ਇੱਕ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹੋ। ਏ ਦੇ ਹੋਰ ਫਾਇਦਿਆਂ ਵਿੱਚੋਂ ਇੱਕSIP ਨਿਵੇਸ਼ ਇਹ ਹੈ ਕਿ ਤੁਸੀਂ ਆਪਣੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹੋ ਅਤੇ ਪੂਰਾ ਕਰ ਸਕਦੇ ਹੋਵਿੱਤੀ ਟੀਚੇ.

ਵਿਆਹ ਵਰਗੇ ਟੀਚੇ,ਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਇੱਕ ਘਰ/ਵਾਹਨ ਆਦਿ ਦੀ ਖਰੀਦ, ਇੱਕ SIP ਰੂਟ ਨਾਲ ਚੰਗੀ ਤਰ੍ਹਾਂ ਯੋਜਨਾਬੱਧ ਅਤੇ ਸਮੇਂ ਸਿਰ ਪ੍ਰਾਪਤ ਕੀਤੀ ਜਾ ਸਕਦੀ ਹੈ।

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HDFC

HDFC ਮਿਉਚੁਅਲ ਫੰਡ SIP ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?

HDFC SIP ਸਭ ਤੋਂ ਪ੍ਰਸਿੱਧ ਹੈਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਸਕੀਮਾਂ. ਇੱਕ SIP ਬਿਲਕੁਲ ਏਆਵਰਤੀ ਡਿਪਾਜ਼ਿਟ. ਹਰ ਮਹੀਨੇ ਇੱਕ ਖਾਸ ਮਿਤੀ ਨੂੰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਜੋ ਤੁਹਾਡੇ ਦੁਆਰਾ ਚੁਣੀ ਜਾਂਦੀ ਹੈ ਤੁਹਾਡੀ ਪਸੰਦ ਦੀ ਇੱਕ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤੀ ਜਾਂਦੀ ਹੈ। SIP ਨਿਵੇਸ਼ ਲਈ ਉਪਲਬਧ ਤਾਰੀਖਾਂ ਕੰਪਨੀ ਦੀ ਵੈੱਬਸਾਈਟ 'ਤੇ ਦਿੱਤੀਆਂ ਗਈਆਂ ਹਨ। ਕਈ ਹਨਨਿਵੇਸ਼ ਦੇ ਲਾਭ HDFC MF SIP ਦੁਆਰਾ। ਉਹਨਾਂ ਵਿੱਚੋਂ ਕੁਝ ਸ਼ਾਮਲ ਹਨ:

  • ਅਨੁਸ਼ਾਸਿਤ ਨਿਵੇਸ਼ ਦੀ ਆਦਤ
  • ਆਪਣੇ ਵਿੱਤੀ ਟੀਚੇ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰਨਾ
  • ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ ਦਾ ਫਾਇਦਾ ਉਠਾਉਂਦੇ ਹੋਏ
  • ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਵਿੱਚ ਨਿਵੇਸ਼ ਵਿੱਚ ਵਾਧਾ ਜੋ ਵਧੇਰੇ ਰਿਟਰਨ ਪੈਦਾ ਕਰਦਾ ਹੈ
  • ਸਿਰਫ਼ INR 500 ਮਾਸਿਕ ਦਾ ਘੱਟੋ-ਘੱਟ SIP ਨਿਵੇਸ਼

ਹੇਠਾਂ ਦਿੱਤੇ ਹਨ ਸਭ ਤੋਂ ਵਧੀਆ ਐਚਡੀਐਫਸੀ ਐਸਆਈਪੀ ਫੰਡ (ਇਕੁਇਟੀ ਫੰਡ) ਸਾਲ 2022 - 2023 ਲਈ। ਇਹ ਫੰਡ ਕੁਝ ਮਾਪਦੰਡਾਂ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ., ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤੇ ਗਏ ਹਨ।ਨਹੀ ਹਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਆਦਿ।

ਸਰਬੋਤਮ ਐਚਡੀਐਫਸੀ ਇਕੁਇਟੀ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Infrastructure Fund Growth ₹48.971
↑ 0.03
₹2,568 300 -115.750.431.827.455.4
HDFC Mid-Cap Opportunities Fund Growth ₹192.745
↓ -0.36
₹75,296 300 420.746.226.130.944.5
HDFC Focused 30 Fund Growth ₹221.199
↓ -0.43
₹14,330 300 419.143.424.124.329.6
HDFC Equity Fund Growth ₹1,916.6
↓ -4.82
₹63,436 300 3.91944232530.6
HDFC Small Cap Fund Growth ₹143.107
↑ 0.12
₹33,894 300 3.816.934.622.630.644.8
HDFC Tax Saver Fund Growth ₹1,380.01
↓ -4.37
₹16,422 500 3.118.644.821.92333.2
HDFC Growth Opportunities Fund Growth ₹345.835
↓ -1.16
₹23,712 300 318.641.820.726.237.7
HDFC Capital Builder Value Fund Growth ₹752.647
↓ -0.88
₹7,733 300 4.620.94518.722.829.6
HDFC Top 100 Fund Growth ₹1,163.34
↓ -4.17
₹37,783 300 2.713.533.717.319.930
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 24

1. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2023 was 55.4% , 2022 was 19.3% and 2021 was 43.2% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (16 Oct 24) ₹48.971 ↑ 0.03   (0.06 %)
Net Assets (Cr) ₹2,568 on 31 Aug 24
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 3.33
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹7,220
30 Sep 21₹13,651
30 Sep 22₹14,910
30 Sep 23₹21,471
30 Sep 24₹33,453

HDFC Infrastructure Fund SIP Returns

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

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month -1.2%
3 Month -1%
6 Month 15.7%
1 Year 50.4%
3 Year 31.8%
5 Year 27.4%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
2014 73.9%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 240.72 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Infrastructure Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Industrials39.09%
Financial Services19.75%
Basic Materials9.94%
Energy8.34%
Utility7.22%
Communication Services3.28%
Health Care1.66%
Technology1.25%
Real Estate0.84%
Consumer Cyclical0.55%
Asset Allocation
Asset ClassValue
Cash7.04%
Equity91.91%
Debt1.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹165 Cr1,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹121 Cr700,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
5%₹119 Cr1,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
4%₹99 Cr270,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
4%₹96 Cr700,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
4%₹92 Cr2,084,125
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
3%₹87 Cr1,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹85 Cr500,000
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317
3%₹80 Cr470,000
↑ 87,825
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹74 Cr250,000

2. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 24 in Mid Cap category.  Return for 2023 was 44.5% , 2022 was 12.3% and 2021 was 39.9% .

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (16 Oct 24) ₹192.745 ↓ -0.36   (-0.19 %)
Net Assets (Cr) ₹75,296 on 31 Aug 24
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 2.79
Information Ratio 0.35
Alpha Ratio 3.85
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹10,549
30 Sep 21₹17,620
30 Sep 22₹18,961
30 Sep 23₹25,566
30 Sep 24₹37,670

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month -0.2%
3 Month 4%
6 Month 20.7%
1 Year 46.2%
3 Year 26.1%
5 Year 30.9%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.5%
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0717.28 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services23.49%
Consumer Cyclical16.46%
Health Care12.63%
Industrials11.91%
Technology10.63%
Basic Materials7.72%
Communication Services3.48%
Consumer Defensive2.96%
Energy2.91%
Utility0.89%
Asset Allocation
Asset ClassValue
Cash6.93%
Equity93.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
4%₹2,913 Cr42,539,672
↓ -1,100,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
4%₹2,877 Cr24,157,186
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹2,532 Cr16,901,894
↑ 217,617
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹2,475 Cr125,825,000
↑ 831,337
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹2,374 Cr7,781,892
↑ 464,811
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 500877
3%₹2,295 Cr41,892,187
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO
3%₹2,263 Cr51,375,360
↑ 200,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹2,178 Cr3,104,120
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹2,176 Cr10,194,194
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT
3%₹1,980 Cr3,632,735

3. HDFC Focused 30 Fund

(Erstwhile HDFC Core & Satellite Fund)

To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value.

HDFC Focused 30 Fund is a Equity - Focused fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 39 in Focused category.  Return for 2023 was 29.6% , 2022 was 18.3% and 2021 was 40.1% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (16 Oct 24) ₹221.199 ↓ -0.43   (-0.20 %)
Net Assets (Cr) ₹14,330 on 31 Aug 24
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 3.44
Information Ratio 1.59
Alpha Ratio 8.03
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹8,612
30 Sep 21₹14,064
30 Sep 22₹16,576
30 Sep 23₹20,211
30 Sep 24₹29,574

HDFC Focused 30 Fund SIP Returns

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

Returns for HDFC Focused 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month 0.1%
3 Month 4%
6 Month 19.1%
1 Year 43.4%
3 Year 24.1%
5 Year 24.3%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 18.3%
2021 40.1%
2020 4.2%
2019 3.8%
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
2014 51.4%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Roshi Jain13 Jan 222.72 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Focused 30 Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services39.32%
Consumer Cyclical15.51%
Health Care12.22%
Technology8.4%
Communication Services3.99%
Real Estate3.52%
Industrials2.87%
Consumer Defensive1.58%
Basic Materials1.12%
Asset Allocation
Asset ClassValue
Cash10.11%
Equity88.52%
Debt1.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹1,420 Cr8,200,000
↑ 200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹1,400 Cr11,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
9%₹1,294 Cr10,500,000
↑ 300,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
5%₹718 Cr4,000,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹664 Cr3,600,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
4%₹662 Cr500,000
↑ 125,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 500087
4%₹662 Cr4,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK
4%₹612 Cr3,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹598 Cr3,500,000
Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | PPLPHARMA
3%₹481 Cr21,000,000

4. HDFC Equity Fund

Aims at providing capital appreciation through investments predominantly in equity oriented securities

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (16 Oct 24) ₹1,916.6 ↓ -4.82   (-0.25 %)
Net Assets (Cr) ₹63,436 on 31 Aug 24
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 3.15
Information Ratio 1.84
Alpha Ratio 5.9
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹8,683
30 Sep 21₹15,279
30 Sep 22₹16,589
30 Sep 23₹20,776
30 Sep 24₹30,347

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month 0%
3 Month 3.9%
6 Month 19%
1 Year 44%
3 Year 23%
5 Year 25%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.6%
2022 18.3%
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
2014 53.8%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 222.18 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Equity Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services38.8%
Health Care12.54%
Consumer Cyclical12.39%
Technology9.03%
Communication Services5.06%
Industrials3.75%
Real Estate3.57%
Consumer Defensive1.55%
Utility1.33%
Basic Materials1.03%
Energy0.22%
Asset Allocation
Asset ClassValue
Cash9.17%
Equity89.27%
Debt1.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹6,235 Cr36,000,000
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹6,110 Cr48,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
9%₹5,668 Cr46,000,000
↑ 1,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹3,202 Cr17,825,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
5%₹3,176 Cr19,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
5%₹3,077 Cr18,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
5%₹3,059 Cr16,500,000
↑ 1,500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹2,950 Cr16,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI
4%₹2,780 Cr2,100,000
↑ 400,000
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | PPLPHARMA
2%₹1,636 Cr71,431,733
↑ 137,688

5. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 9 in Small Cap category.  Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (16 Oct 24) ₹143.107 ↑ 0.12   (0.09 %)
Net Assets (Cr) ₹33,894 on 31 Aug 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 1.81
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,775
30 Sep 21₹18,800
30 Sep 22₹19,466
30 Sep 23₹26,850
30 Sep 24₹36,302

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month -0.7%
3 Month 3.8%
6 Month 16.9%
1 Year 34.6%
3 Year 22.6%
5 Year 30.6%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1410.27 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Small Cap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Industrials27.67%
Consumer Cyclical19.25%
Technology13.44%
Health Care10.7%
Financial Services9.46%
Basic Materials7.06%
Communication Services2.95%
Consumer Defensive2.23%
Utility0.44%
Asset Allocation
Asset ClassValue
Cash6.73%
Equity93.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
5%₹1,850 Cr59,458,555
↓ -200,394
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹1,119 Cr3,718,907
↑ 40,014
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
3%₹1,061 Cr42,828,792
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹972 Cr23,420,534
↑ 502,692
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
3%₹876 Cr13,879,889
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹803 Cr6,024,193
↓ -261,233
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹789 Cr1,175,331
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
2%₹766 Cr12,453,275
PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX
2%₹682 Cr4,101,954
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹675 Cr5,622,939

6. HDFC Tax Saver Fund

The fund plans to provide long term growth of capital.

HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 27 in ELSS category.  Return for 2023 was 33.2% , 2022 was 10.5% and 2021 was 35.3% .

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund
Growth
Launch Date 31 Mar 96
NAV (16 Oct 24) ₹1,380.01 ↓ -4.37   (-0.32 %)
Net Assets (Cr) ₹16,422 on 31 Aug 24
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 3.35
Information Ratio 1.86
Alpha Ratio 8.04
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,087
30 Sep 21₹14,566
30 Sep 22₹15,593
30 Sep 23₹19,154
30 Sep 24₹28,329

HDFC Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for HDFC Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month -0.7%
3 Month 3.1%
6 Month 18.6%
1 Year 44.8%
3 Year 21.9%
5 Year 23%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.2%
2022 10.5%
2021 35.3%
2020 5.8%
2019 3.7%
2018 -10.9%
2017 38.7%
2016 7.6%
2015 -6.2%
2014 56.4%
Fund Manager information for HDFC Tax Saver Fund
NameSinceTenure
Roshi Jain13 Jan 222.71 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Tax Saver Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services40.86%
Health Care12.84%
Consumer Cyclical11.98%
Technology9.53%
Communication Services6.04%
Industrials5.12%
Real Estate1.65%
Basic Materials1.47%
Utility1.37%
Consumer Defensive1.04%
Energy0.62%
Asset Allocation
Asset ClassValue
Cash7.16%
Equity92.53%
Debt0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹1,642 Cr12,900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
10%₹1,611 Cr9,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
8%₹1,355 Cr11,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹906 Cr5,300,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹898 Cr5,000,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 500087
5%₹893 Cr5,400,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
5%₹793 Cr4,300,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
4%₹662 Cr500,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
4%₹649 Cr3,500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
3%₹433 Cr5,500,000

7. HDFC Growth Opportunities Fund

(Erstwhile HDFC Large Cap Fund)

The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization.

HDFC Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 18 Feb 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 63 in Large & Mid Cap category.  Return for 2023 was 37.7% , 2022 was 8.2% and 2021 was 43.1% .

Below is the key information for HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund
Growth
Launch Date 18 Feb 94
NAV (16 Oct 24) ₹345.835 ↓ -1.16   (-0.33 %)
Net Assets (Cr) ₹23,712 on 31 Aug 24
Category Equity - Large & Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 2.59
Information Ratio 1.34
Alpha Ratio -0.49
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,654
30 Sep 21₹16,854
30 Sep 22₹17,515
30 Sep 23₹22,275
30 Sep 24₹32,228

HDFC Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for HDFC Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month -1%
3 Month 3%
6 Month 18.6%
1 Year 41.8%
3 Year 20.7%
5 Year 26.2%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.7%
2022 8.2%
2021 43.1%
2020 11.4%
2019 6.6%
2018 -3.8%
2017 29.4%
2016 3.9%
2015 -4.8%
2014 27.5%
Fund Manager information for HDFC Growth Opportunities Fund
NameSinceTenure
Gopal Agrawal16 Jul 204.21 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Growth Opportunities Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services31.53%
Consumer Cyclical12.52%
Health Care12.35%
Industrials11.21%
Technology8.86%
Basic Materials5.88%
Utility4.33%
Energy3.62%
Communication Services2.89%
Consumer Defensive2.56%
Real Estate1.45%
Asset Allocation
Asset ClassValue
Cash2.22%
Equity97.25%
Debt0.37%
Other0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK
5%₹1,183 Cr6,832,397
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 12 | ICICIBANK
3%₹840 Cr6,600,836
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK
2%₹545 Cr3,767,539
Infosys Ltd (Technology)
Equity, Since 30 Jun 04 | INFY
2%₹437 Cr2,330,379
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 532215
2%₹400 Cr3,250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Mar 20 | 500257
1%₹332 Cr1,517,206
State Bank of India (Financial Services)
Equity, Since 30 Jun 14 | SBIN
1%₹332 Cr4,210,091
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 22 | BHARTIARTL
1%₹331 Cr1,937,420
↑ 200,000
Mphasis Ltd (Technology)
Equity, Since 31 Oct 21 | 526299
1%₹328 Cr1,087,999
↑ 20,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 500251
1%₹326 Cr429,862
↓ -177,208

8. HDFC Capital Builder Value Fund

(Erstwhile HDFC Capital Builder Fund)

The fund plans to achieve long term capital appreciation.

HDFC Capital Builder Value Fund is a Equity - Value fund was launched on 1 Feb 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 25 in Value category.  Return for 2023 was 29.6% , 2022 was 3.6% and 2021 was 35.6% .

Below is the key information for HDFC Capital Builder Value Fund

HDFC Capital Builder Value Fund
Growth
Launch Date 1 Feb 94
NAV (16 Oct 24) ₹752.647 ↓ -0.88   (-0.12 %)
Net Assets (Cr) ₹7,733 on 31 Aug 24
Category Equity - Value
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.06
Information Ratio 0.88
Alpha Ratio 5.35
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,652
30 Sep 21₹15,565
30 Sep 22₹15,573
30 Sep 23₹18,657
30 Sep 24₹27,671

HDFC Capital Builder Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for HDFC Capital Builder Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month -0.2%
3 Month 4.6%
6 Month 20.9%
1 Year 45%
3 Year 18.7%
5 Year 22.8%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 3.6%
2021 35.6%
2020 12.9%
2019 0%
2018 -5.5%
2017 42.3%
2016 3.8%
2015 4.6%
2014 52%
Fund Manager information for HDFC Capital Builder Value Fund
NameSinceTenure
Anand Laddha1 Feb 240.66 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Capital Builder Value Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services30.52%
Consumer Cyclical10.71%
Industrials10.65%
Technology10.32%
Health Care8.85%
Consumer Defensive7.8%
Communication Services5.82%
Utility5.21%
Real Estate3.96%
Basic Materials3.06%
Energy2.68%
Asset Allocation
Asset ClassValue
Cash0.42%
Equity99.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹522 Cr4,100,000
↓ -71,033
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | HDFCBANK
6%₹502 Cr2,900,000
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
5%₹376 Cr2,200,000
↓ -25,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 09 | INFY
5%₹356 Cr1,900,000
↓ -75,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | 532215
4%₹314 Cr2,550,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | 532555
3%₹275 Cr6,200,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹260 Cr3,300,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 20 | SUNPHARMA
3%₹212 Cr1,100,000
↓ -54,154
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
3%₹202 Cr550,000
HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH
2%₹180 Cr1,000,000

9. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Ranked 43 in Large Cap category.  Return for 2023 was 30% , 2022 was 10.6% and 2021 was 28.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (16 Oct 24) ₹1,163.34 ↓ -4.17   (-0.36 %)
Net Assets (Cr) ₹37,783 on 31 Aug 24
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 2.62
Information Ratio 1.46
Alpha Ratio 2.13
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹8,843
30 Sep 21₹14,500
30 Sep 22₹14,691
30 Sep 23₹18,228
30 Sep 24₹25,120

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24

DurationReturns
1 Month -0.8%
3 Month 2.7%
6 Month 13.5%
1 Year 33.7%
3 Year 17.3%
5 Year 19.9%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 222.18 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Top 100 Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services32.59%
Consumer Cyclical9%
Energy8.57%
Consumer Defensive8.49%
Technology7.82%
Industrials7.73%
Health Care6.71%
Utility6.26%
Communication Services5.27%
Basic Materials3.32%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
10%₹3,824 Cr30,040,474
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹3,486 Cr20,126,319
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
6%₹2,423 Cr54,669,743
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹2,140 Cr5,822,954
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹2,038 Cr11,921,785
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
4%₹1,684 Cr8,979,648
↓ -700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1,642 Cr31,691,145
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
4%₹1,595 Cr5,400,618
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹1,442 Cr11,702,714
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
4%₹1,406 Cr27,557,721

SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?

ਇਹ ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।

SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ

SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!

ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-

ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000

ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ

ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000

ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%

ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ

ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)

ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!

HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?

  1. Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।

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  3. ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!

    ਸ਼ੁਰੂਆਤ ਕਰੋ

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