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ਜੇ ਐਮ ਵਿੱਤੀਐਸ.ਆਈ.ਪੀ. ਕਰਨ ਲਈ ਇੱਕ ਕੁਸ਼ਲ ਤਰੀਕਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿਚ ਨਿਵੇਸ਼ ਕਰੋ. ਇੱਕ ਐਸਆਈਪੀ ਇੱਕ methodੰਗ ਹੈਨਿਵੇਸ਼ ਇੱਕ ਨਿਯਮਤ ਅਧਾਰ ਤੇ, ਇੱਕ ਵਿੱਚਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮ. ਇਹ ਨਿਯਮਤ ਬਚਤ ਸਕੀਮਾਂ ਵਾਂਗ ਹੀ ਹੈ ਜਿਵੇਂ ਕਿਆਵਰਤੀ ਜਮ੍ਹਾਂ ਰਕਮ. ਇੱਥੇ, ਤੁਸੀਂ ਇੱਕ ਨਿਰਧਾਰਤ ਅੰਤਰਾਲ 'ਤੇ ਥੋੜ੍ਹੀ ਜਿਹੀ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ. ਐਸਆਈਪੀ ਤੁਹਾਨੂੰ ਲੰਬੀ ਮਿਆਦ ਦੀ ਪ੍ਰਾਪਤੀ ਵਿਚ ਸਹਾਇਤਾ ਕਰਦੀ ਹੈਵਿੱਤੀ ਟੀਚੇ ਇਥੋਂ ਤਕ ਕਿ ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕੀਤੀ ਥੋੜ੍ਹੀ ਜਿਹੀ ਰਕਮ ਦੇ ਨਾਲ. ਇੱਕਨਿਵੇਸ਼ਕ ਮਹੀਨਾਵਾਰ / ਤਿਮਾਹੀ ਜਿਹੇ ਨਿਵੇਸ਼ਾਂ ਦੇ ਸਮੇਂ-ਸਮੇਂ ਤੇ ਅੰਤਰ ਨਾਲ 500 ਰੁਪਏ ਦੇ ਰੂਪ ਵਿੱਚ ਘੱਟ ਨਿਵੇਸ਼ ਕਰ ਸਕਦਾ ਹੈ. ਇਹ ਸਧਾਰਣ ਅਤੇ ਕਿਫਾਇਤੀ ਹੈ. ਨਿਵੇਸ਼ਕ ਜੋ ਇਕੁਇਟੀ, ਸਿਸਟਮਟਿਕ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨਨਿਵੇਸ਼ ਦੀ ਯੋਜਨਾ ਦੁਆਰਾ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਇੱਕ ਆਦਰਸ਼ ਤਰੀਕਾ ਹੈ. ਐਸਆਈਪੀ ਇਕੁਇਟੀ ਨਿਵੇਸ਼ਾਂ ਦੀਆਂ ਮੁਸ਼ਕਲਾਂ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਦਾ ਹੈ.
ਦੇ ਕੁਝਐਸਆਈਪੀ ਦੇ ਲਾਭ ਹਨ:
ਨਿਵੇਸ਼ਕ ਜੋ ਚਾਹਵਾਨ ਹਨਇੱਕ ਐਸਆਈਪੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ, ਇੱਥੇ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਭ ਤੋਂ ਵਧੀਆ ਜੇ ਐਮ ਵਿੱਤੀ ਐਸਆਈਪੀ ਫੰਡ ਹਨਇਕਵਿਟੀ ਫੰਡ. ਇਹ ਫੰਡ ਵੱਖ-ਵੱਖ ਮਾਪਦੰਡਾਂ ਜਿਵੇਂ ਕਿ ਏਯੂਐਮ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ averageਸਤਨ ਰਿਟਰਨ ਅਤੇ ਹੋਰ ਜਾਣਕਾਰੀ ਅਨੁਪਾਤ, ਆਦਿ ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤੇ ਗਏ ਹਨ.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Value Fund Growth ₹106.41
↓ -0.09 ₹1,054 500 0.4 19.3 50 26.8 27.3 47.7 JM Multicap Fund Growth ₹106.474
↓ -0.09 ₹4,228 500 1 20 54.5 26.1 26.2 40 JM Tax Gain Fund Growth ₹51.3529
↑ 0.05 ₹181 500 3.9 22.1 50.2 20.4 24 30.9 JM Core 11 Fund Growth ₹20.8709
↓ -0.08 ₹165 500 3.4 13.8 41.4 19.5 18.2 32.9 JM Large Cap Fund Growth ₹161.992
↓ -0.44 ₹393 500 -0.7 10.1 38.5 17.7 19.7 29.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Oct 24
(Erstwhile JM Basic Fund) The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus. JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a Below is the key information for JM Value Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a Below is the key information for JM Core 11 Fund Returns up to 1 year are on (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. JM Value Fund
CAGR/Annualized
return of 17.4% since its launch. Ranked 15 in Value
category. Return for 2023 was 47.7% , 2022 was 5.3% and 2021 was 36.3% . JM Value Fund
Growth Launch Date 2 Jun 97 NAV (10 Oct 24) ₹106.41 ↓ -0.09 (-0.08 %) Net Assets (Cr) ₹1,054 on 31 Aug 24 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.47 Sharpe Ratio 2.91 Information Ratio 1.73 Alpha Ratio 12.49 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,221 30 Sep 21 ₹15,670 30 Sep 22 ₹15,340 30 Sep 23 ₹21,650 30 Sep 24 ₹33,486 Returns for JM Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 10 Oct 24 Duration Returns 1 Month -3.2% 3 Month 0.4% 6 Month 19.3% 1 Year 50% 3 Year 26.8% 5 Year 27.3% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 47.7% 2022 5.3% 2021 36.3% 2020 13.4% 2019 11.9% 2018 -11.2% 2017 44.6% 2016 12.1% 2015 3.5% 2014 52.4% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.04 Yr. Asit Bhandarkar 11 Dec 06 17.74 Yr. Gurvinder Wasan 1 Dec 22 1.75 Yr. Data below for JM Value Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 21.54% Industrials 17.08% Financial Services 16.93% Health Care 10.67% Basic Materials 10.48% Utility 6.22% Technology 4.3% Energy 4.07% Consumer Defensive 3.46% Real Estate 2.97% Communication Services 0.63% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | 5001803% ₹32 Cr 195,605 Infosys Ltd (Technology)
Equity, Since 31 May 18 | 5002093% ₹29 Cr 149,105 NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 5325552% ₹25 Cr 600,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321742% ₹25 Cr 200,000 Restaurant Brands Asia Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 24 | RBA2% ₹25 Cr 2,231,360
↑ 250,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | 5001122% ₹24 Cr 300,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TATAMOTORS2% ₹24 Cr 213,500
↑ 213,500 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 24 | HINDPETRO2% ₹24 Cr 565,000 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | 5326672% ₹23 Cr 3,000,000
↓ -700,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL2% ₹22 Cr 479,100
↑ 70,000 2. JM Multicap Fund
CAGR/Annualized
return of 15.9% since its launch. Ranked 16 in Multi Cap
category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (10 Oct 24) ₹106.474 ↓ -0.09 (-0.09 %) Net Assets (Cr) ₹4,228 on 31 Aug 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 3.5 Information Ratio 2.07 Alpha Ratio 15.76 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,004 30 Sep 21 ₹15,311 30 Sep 22 ₹15,423 30 Sep 23 ₹20,218 30 Sep 24 ₹32,155 Returns for JM Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 10 Oct 24 Duration Returns 1 Month -1.3% 3 Month 1% 6 Month 20% 1 Year 54.5% 3 Year 26.1% 5 Year 26.2% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% 2014 56% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.04 Yr. Gurvinder Wasan 1 Dec 22 1.75 Yr. Chaitanya Choksi 31 Dec 21 2.67 Yr. Data below for JM Multicap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 18.2% Financial Services 17.04% Basic Materials 16.49% Consumer Cyclical 13.34% Technology 9.18% Health Care 9.04% Consumer Defensive 4.42% Energy 4.41% Utility 3.86% Communication Services 1.5% Real Estate 1.04% Asset Allocation
Asset Class Value Cash 1.47% Equity 98.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | RECLTD3% ₹140 Cr 2,258,063
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | 5005103% ₹139 Cr 375,231
↑ 50,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹137 Cr 195,522
↑ 86,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | 5002093% ₹131 Cr 672,750 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5001803% ₹128 Cr 780,500
↓ -60,000 CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC3% ₹115 Cr 5,911,774
↑ 3,971,774 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5321743% ₹108 Cr 880,800 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | TECHM2% ₹90 Cr 550,000
↑ 50,000 KEC International Ltd (Industrials)
Equity, Since 31 Mar 24 | 5327142% ₹88 Cr 933,206
↑ 518,551 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON2% ₹88 Cr 4,500,000
↑ 4,500,000 3. JM Tax Gain Fund
CAGR/Annualized
return of 10.4% since its launch. Ranked 18 in ELSS
category. Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (10 Oct 24) ₹51.3529 ↑ 0.05 (0.10 %) Net Assets (Cr) ₹181 on 31 Aug 24 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 2.84 Information Ratio 0.81 Alpha Ratio 7.97 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,566 30 Sep 21 ₹16,002 30 Sep 22 ₹15,471 30 Sep 23 ₹19,025 30 Sep 24 ₹29,191 Returns for JM Tax Gain Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 10 Oct 24 Duration Returns 1 Month -0.9% 3 Month 3.9% 6 Month 22.1% 1 Year 50.2% 3 Year 20.4% 5 Year 24% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% 2015 -0.6% 2014 54.9% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Asit Bhandarkar 31 Dec 21 2.67 Yr. Gurvinder Wasan 1 Dec 22 1.75 Yr. Chaitanya Choksi 18 Jul 14 10.13 Yr. Data below for JM Tax Gain Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 22.25% Financial Services 16.43% Consumer Cyclical 14.66% Basic Materials 14.46% Technology 11.07% Consumer Defensive 7.42% Health Care 5.99% Communication Services 3.47% Utility 1.84% Real Estate 1.47% Asset Allocation
Asset Class Value Cash 0.95% Equity 99.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | 5002094% ₹7 Cr 35,465 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5321743% ₹6 Cr 50,975 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | 5005103% ₹6 Cr 16,750 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | 5001803% ₹6 Cr 37,631 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TATAMOTORS2% ₹4 Cr 40,250
↑ 40,250 Voltas Ltd (Industrials)
Equity, Since 31 Jan 24 | 5005752% ₹4 Cr 24,500 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | PFC2% ₹4 Cr 77,625 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹4 Cr 150,500 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | 5326672% ₹4 Cr 495,000
↓ -60,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | 5324542% ₹4 Cr 23,200 4. JM Core 11 Fund
CAGR/Annualized
return of 4.5% since its launch. Ranked 18 in Large Cap
category. Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% . JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (10 Oct 24) ₹20.8709 ↓ -0.08 (-0.40 %) Net Assets (Cr) ₹165 on 31 Aug 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 2.74 Information Ratio 0.8 Alpha Ratio 6.27 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹8,390 30 Sep 21 ₹12,790 30 Sep 22 ₹12,598 30 Sep 23 ₹16,080 30 Sep 24 ₹23,116 Returns for JM Core 11 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 10 Oct 24 Duration Returns 1 Month -0.9% 3 Month 3.4% 6 Month 13.8% 1 Year 41.4% 3 Year 19.5% 5 Year 18.2% 10 Year 15 Year Since launch 4.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.9% 2022 7.1% 2021 16.3% 2020 6.3% 2019 10.6% 2018 -5% 2017 43.1% 2016 11.1% 2015 -2.4% 2014 51.3% Fund Manager information for JM Core 11 Fund
Name Since Tenure Asit Bhandarkar 25 Feb 09 15.52 Yr. Gurvinder Wasan 1 Dec 22 1.75 Yr. Chaitanya Choksi 18 Jul 14 10.13 Yr. Data below for JM Core 11 Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 25.03% Industrials 19.9% Basic Materials 14.12% Financial Services 13.68% Technology 9.19% Health Care 6.59% Energy 3.97% Consumer Defensive 3.03% Asset Allocation
Asset Class Value Cash 4.49% Equity 95.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5433205% ₹8 Cr 320,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL5% ₹8 Cr 163,000
↑ 70,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | TRENT4% ₹7 Cr 10,109
↑ 1,500 Petronet LNG Ltd (Energy)
Equity, Since 31 Mar 24 | PETRONET4% ₹7 Cr 178,000 Go Digit General Insurance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5441794% ₹7 Cr 170,168
↑ 170,168 Havells India Ltd (Industrials)
Equity, Since 30 Jun 24 | HAVELLS4% ₹6 Cr 33,197 Birlasoft Ltd (Technology)
Equity, Since 31 Jul 24 | BSOFT4% ₹6 Cr 91,000
↑ 37,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TATAMOTORS4% ₹6 Cr 53,900
↑ 53,900 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5321744% ₹6 Cr 48,000 Jupiter Wagons Ltd (Industrials)
Equity, Since 31 Jul 24 | JWL3% ₹6 Cr 99,468
↑ 13,187 5. JM Large Cap Fund
CAGR/Annualized
return of 9.9% since its launch. Ranked 73 in Large Cap
category. Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (10 Oct 24) ₹161.992 ↓ -0.44 (-0.27 %) Net Assets (Cr) ₹393 on 31 Aug 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 2.96 Information Ratio 0.84 Alpha Ratio 9.77 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,472 30 Sep 21 ₹14,719 30 Sep 22 ₹14,662 30 Sep 23 ₹17,501 30 Sep 24 ₹25,174 Returns for JM Large Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 10 Oct 24 Duration Returns 1 Month -1.6% 3 Month -0.7% 6 Month 10.1% 1 Year 38.5% 3 Year 17.7% 5 Year 19.7% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.6% 2022 3.4% 2021 23.2% 2020 18.1% 2019 4.9% 2018 0.8% 2017 20.9% 2016 1.8% 2015 -1.3% 2014 45.5% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.04 Yr. Asit Bhandarkar 5 Oct 17 6.91 Yr. Gurvinder Wasan 1 Dec 22 1.75 Yr. Data below for JM Large Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 24.01% Basic Materials 17.87% Consumer Cyclical 11.46% Industrials 9.85% Utility 7.88% Energy 7.51% Technology 6.62% Health Care 5.4% Consumer Defensive 3.68% Communication Services 1.42% Asset Allocation
Asset Class Value Cash 4.3% Equity 95.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | 5001806% ₹23 Cr 140,172
↑ 18,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | 5005104% ₹17 Cr 45,807
↑ 5,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | 5321744% ₹17 Cr 137,087
↑ 32,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 23 | PFC4% ₹16 Cr 298,000 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 24 | ASIANPAINT4% ₹16 Cr 52,165
↑ 13,700 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325554% ₹16 Cr 380,200
↑ 210,000 ICICI Prudential Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jul 24 | 5401334% ₹15 Cr 193,000
↑ 103,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 24 | 5003123% ₹14 Cr 410,000
↑ 166,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS3% ₹13 Cr 29,150 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | 5002093% ₹13 Cr 65,398
ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹਾਂ ਕਿ ਕਿਵੇਂ ਤੁਹਾਡਾਐਸਆਈਪੀ ਨਿਵੇਸ਼ ਵਧੇਗਾ ਜੇ ਤੁਸੀਂ ਇੱਕ ਨਿਸ਼ਚਤ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਤ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰੋਗੇ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ.
ਐਸਆਈਪੀ ਕੈਲਕੁਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟਸ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਐਸਆਈਪੀ ਨਿਵੇਸ਼ ਦੀ ਰਕਮ (ਟੀਚਾ) ਜੋ ਕੋਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦਮਹਿੰਗਾਈ ਰੇਟ (ਇਸ ਲਈ ਕਿਸੇ ਨੂੰ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਅਨੁਮਾਨਤ ਰਿਟਰਨਾਂ. ਇਸ ਲਈ, ਕੋਈ ਵੀ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੀ ਐਸਆਈਪੀ ਰਿਟਰਨ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!
ਮੰਨ ਲਓ, ਜੇ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ 10,000 ਰੁਪਏ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਤਾਂ ਵੇਖੋ ਕਿ ਤੁਹਾਡਾ ਐਸਆਈਪੀ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-
ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: 10,000 ਰੁਪਏ
ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ
ਨਿਵੇਸ਼ ਦੀ ਕੁੱਲ ਰਕਮ: INR 12,00,000
ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%
ਅਨੁਸਾਰ ਉਮੀਦ ਕੀਤੀ ਰਿਟਰਨਸਿਪ ਕੈਲਕੁਲੇਟਰ: INR 27,86,573
ਕੁੱਲ ਲਾਭ: INR 15,86,573 (ਪੂਰੀ ਵਾਪਸੀ= 132.2%)
ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ 10,000 ਰੁਪਏ ਮਾਸਿਕ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000
) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇINR 27,86,573
, ਜਿਸਦਾ ਅਰਥ ਹੈ ਕਿ ਤੁਸੀਂ ਕੁੱਲ ਲਾਭ ਪ੍ਰਾਪਤ ਕਰਦੇ ਹੋINR 15,86,573
. ਕੀ ਇਹ ਵਧੀਆ ਨਹੀਂ ਹੈ!
Fincash.com 'ਤੇ ਲਾਈਫਟਾਈਮ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ.
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ ਅਪਲੋਡ ਕਰੋ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ).ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਲਈ ਤਿਆਰ ਹੋ!
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