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10 ਸਰਵੋਤਮ UTI SIP ਮਿਉਚੁਅਲ ਫੰਡ 2022
UTI SIPs ਸਭ ਤੋਂ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਤਰੀਕਾ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਸਕੀਮਾਂ।SIP ਜਾਂ ਯੋਜਨਾਬੱਧਨਿਵੇਸ਼ ਯੋਜਨਾ ਵਰਗੇ ਕੰਮ ਕਰਦਾ ਹੈਆਵਰਤੀ ਡਿਪਾਜ਼ਿਟ, ਜਿਸ ਵਿੱਚ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਇੱਕ ਨਿਰਧਾਰਤ ਅੰਤਰਾਲ (ਹਫ਼ਤਾਵਾਰ/ਮਾਸਿਕ/ਤਿਮਾਹੀ) 'ਤੇ ਨਿਵੇਸ਼ ਕੀਤੀ ਜਾਂਦੀ ਹੈ। ਕੋਈ ਵੀ ਸਿਰਫ਼ INR 500 'ਤੇ ਇੱਕ SIP ਸ਼ੁਰੂ ਕਰ ਸਕਦਾ ਹੈ, ਇਸ ਨੂੰ ਨਿਵੇਸ਼ ਦਾ ਸਭ ਤੋਂ ਕਿਫਾਇਤੀ ਸਾਧਨ ਬਣਾਉਂਦਾ ਹੈ। ਕਿਉਂਕਿ ਤੁਸੀਂ ਰੈਗੂਲਰ ਬਣ ਗਏ ਹੋਨਿਵੇਸ਼ਕ ਇੱਕ SIP ਰਾਹੀਂ, ਤੁਸੀਂ ਆਸਾਨੀ ਨਾਲ ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ ਪਾ ਸਕਦੇ ਹੋ। ਨਾਲ ਹੀ,SIP ਨਿਵੇਸ਼ ਲੰਬੇ ਸਮੇਂ ਲਈ ਲਾਭ, ਖਾਸ ਕਰਕੇ ਵਿੱਚਇਕੁਇਟੀ ਫੰਡ. ਇਹ ਇਕੁਇਟੀ ਦੇ ਜੋਖਮ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਦਾ ਹੈਬਜ਼ਾਰ ਨਾਲ ਨਾਲ, ਇਸ ਲਈ ਤੁਹਾਨੂੰ ਇੱਕ ਸਥਿਰ ਦੇ ਰਿਹਾ ਹੈਆਮਦਨ ਇੱਥੋਂ ਤੱਕ ਕਿ ਬਜ਼ਾਰ ਦੇ ਗੜਬੜ ਵਾਲੇ ਹਾਲਾਤਾਂ ਦੌਰਾਨ ਵੀ।
ਵਧੀਆ UTI SIP ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੀਏ?
ਇੱਕ SIP ਦੇ ਕੁਝ ਪ੍ਰਮੁੱਖ ਫਾਇਦੇ ਜੋ ਤੁਸੀਂ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹੋਨਿਵੇਸ਼ UTI ਸਕੀਮਾਂ ਵਿੱਚ ਹਨ:
- ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ
- ਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ
- ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ
- ਮਾਰਕੀਟ ਨੂੰ ਸਮਾਂ ਦੇਣ ਦੀ ਕੋਈ ਲੋੜ ਨਹੀਂ
- ਦੀ ਪ੍ਰਾਪਤੀ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ
ਨਿਵੇਸ਼ਕ ਜੋ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਚਾਹਵਾਨ ਹਨ, ਇੱਥੇ ਚੋਟੀ ਦੇ 10 ਸਭ ਤੋਂ ਵਧੀਆ UTI SIP ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ. ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
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ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ UTI SIP ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ
Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved. UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a Below is the key information for UTI Infrastructure Fund Returns up to 1 year are on (Erstwhile UTI Top 100 Fund) The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised. UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a Below is the key information for UTI Core Equity Fund Returns up to 1 year are on (Erstwhile UTI Pharma & Healthcare Fund) The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors. UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a Below is the key information for UTI Healthcare Fund Returns up to 1 year are on (Erstwhile UTI Opportunities Fund) This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change. UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a Below is the key information for UTI Value Opportunities Fund Returns up to 1 year are on (Erstwhile UTI - Dividend Yield Fund) The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised. UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a Below is the key information for UTI Dividend Yield Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved. UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a Below is the key information for UTI India Lifestyle Fund Returns up to 1 year are on (Erstwhile UTI - MNC Fund) The Funds collected under the scheme shall be invested predominantly in stocks of Multinational Corporations and other liquid stocks. The funds collected under the scheme shall be invested in equities and equity related instruments. The risk profile of investment could be high. UTI MNC Fund is a Equity - Sectoral fund was launched on 29 May 98. It is a fund with Moderately High risk and has given a Below is the key information for UTI MNC Fund Returns up to 1 year are on (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a Below is the key information for UTI Long Term Equity 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 (%) UTI Transportation & Logistics Fund Growth ₹276.532
↓ -2.23 ₹3,843 500 1.7 18 50.1 26.1 25.7 40.1 UTI Infrastructure Fund Growth ₹149.508
↑ 0.12 ₹2,453 500 -0.1 16.2 47.3 23.3 24 38.2 UTI Core Equity Fund Growth ₹183.255
↓ -0.17 ₹3,931 500 4.3 23.6 47.1 20.8 26.1 34.4 UTI Healthcare Fund Growth ₹290.421
↓ -0.67 ₹1,168 500 17.4 31.9 57.4 19.2 30.3 38.2 UTI Value Opportunities Fund Growth ₹173.579
↑ 0.06 ₹10,543 500 5.2 25.6 47 18.6 23.9 26.7 UTI Dividend Yield Fund Growth ₹185.778
↓ -0.06 ₹4,460 500 5.5 25.7 51 18.3 23.7 35.4 UTI Mid Cap Fund Growth ₹320.073
↑ 0.23 ₹12,646 500 4.2 24 39.9 18.1 27.7 30.5 UTI India Lifestyle Fund Growth ₹62.3055
↓ -0.23 ₹728 500 7.4 24.1 41.4 15.2 19 23 UTI MNC Fund Growth ₹421.367
↑ 1.61 ₹3,174 500 2.6 19.5 32.8 13.8 16.7 22.6 UTI Long Term Equity Fund Growth ₹214.485
↓ -0.56 ₹4,121 500 3.7 20 34 12.5 20.6 24.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 24 ਸੰਪਤੀ >= 100 ਕਰੋੜ & ਕ੍ਰਮਬੱਧ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.1. UTI Transportation & Logistics Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 19 in Sectoral category. Return for 2023 was 40.1% , 2022 was 14.7% and 2021 was 24.3% . UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (16 Oct 24) ₹276.532 ↓ -2.23 (-0.80 %) Net Assets (Cr) ₹3,843 on 31 Aug 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 3.51 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) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,011 30 Sep 21 ₹14,287 30 Sep 22 ₹17,054 30 Sep 23 ₹20,704 30 Sep 24 ₹32,512 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -0.4% 3 Month 1.7% 6 Month 18% 1 Year 50.1% 3 Year 26.1% 5 Year 25.7% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.1% 2022 14.7% 2021 24.3% 2020 11% 2019 -8.7% 2018 -19.5% 2017 39.6% 2016 4.8% 2015 5.7% 2014 104% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 8.03 Yr. Data below for UTI Transportation & Logistics Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 78.59% Industrials 16.15% Financial Services 0.77% Asset Allocation
Asset Class Value Cash 4.3% Equity 95.51% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M14% ₹563 Cr 1,818,291 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI10% ₹380 Cr 286,783
↑ 7,500 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 53297710% ₹378 Cr 305,802 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS9% ₹335 Cr 3,439,455
↓ -445,924 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT7% ₹287 Cr 570,202
↓ -12,500 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO6% ₹224 Cr 392,292 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS5% ₹184 Cr 1,267,853 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO5% ₹181 Cr 377,639 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5323433% ₹107 Cr 376,693 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MOTHERSON2% ₹97 Cr 4,603,385
↑ 1,678,517 2. UTI Infrastructure Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 28 in Sectoral category. Return for 2023 was 38.2% , 2022 was 8.8% and 2021 was 39.4% . UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (16 Oct 24) ₹149.508 ↑ 0.12 (0.08 %) Net Assets (Cr) ₹2,453 on 31 Aug 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.25 Sharpe Ratio 3.25 Information Ratio -0.3 Alpha Ratio 4.86 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹8,439 30 Sep 21 ₹15,039 30 Sep 22 ₹15,533 30 Sep 23 ₹19,444 30 Sep 24 ₹29,518 Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -0.3% 3 Month -0.1% 6 Month 16.2% 1 Year 47.3% 3 Year 23.3% 5 Year 24% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 8.8% 2021 39.4% 2020 3.4% 2019 6.7% 2018 -15.6% 2017 41.4% 2016 4% 2015 -5.5% 2014 60.1% Fund Manager information for UTI Infrastructure Fund
Name Since Tenure Sachin Trivedi 1 Sep 21 3.08 Yr. Data below for UTI Infrastructure Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 39.54% Utility 13.25% Communication Services 12.61% Energy 11.28% Basic Materials 6.41% Financial Services 6.07% Consumer Cyclical 3.72% Real Estate 3.65% Asset Allocation
Asset Class Value Cash 3.36% Equity 96.55% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL12% ₹294 Cr 1,718,302 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT10% ₹245 Cr 667,396 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 5325557% ₹185 Cr 4,178,944 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE5% ₹123 Cr 415,725 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325385% ₹114 Cr 96,500 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 5003123% ₹86 Cr 2,886,087 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO3% ₹80 Cr 166,085 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 5322153% ₹72 Cr 581,655 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS3% ₹71 Cr 491,713 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Apr 21 | 5329292% ₹58 Cr 409,636
↑ 46,585 3. UTI Core Equity Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 29 in Large & Mid Cap category. Return for 2023 was 34.4% , 2022 was 4.6% and 2021 was 40.8% . UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (16 Oct 24) ₹183.255 ↓ -0.17 (-0.09 %) Net Assets (Cr) ₹3,931 on 31 Aug 24 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 3.24 Information Ratio 0.49 Alpha Ratio 7.83 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,715 30 Sep 21 ₹16,866 30 Sep 22 ₹16,687 30 Sep 23 ₹20,892 30 Sep 24 ₹31,562 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -0.6% 3 Month 4.3% 6 Month 23.6% 1 Year 47.1% 3 Year 20.8% 5 Year 26.1% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.4% 2022 4.6% 2021 40.8% 2020 12.8% 2019 1.5% 2018 -7.9% 2017 35.2% 2016 3.4% 2015 0.5% 2014 41.7% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 7.38 Yr. Data below for UTI Core Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 32.37% Consumer Cyclical 10.83% Technology 9.46% Basic Materials 9.17% Health Care 8.36% Communication Services 6.05% Consumer Defensive 5.78% Industrials 4.75% Utility 3.87% Energy 2.2% Real Estate 1.87% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.72% Debt 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK7% ₹297 Cr 1,715,081 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK4% ₹183 Cr 1,434,013 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC4% ₹156 Cr 3,002,100 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹127 Cr 677,037 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5002713% ₹108 Cr 910,026
↑ 17,899 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL2% ₹98 Cr 4,130,833
↑ 266,744 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002952% ₹97 Cr 1,894,545
↑ 286,093 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Jun 21 | DALBHARAT2% ₹93 Cr 482,921 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE2% ₹90 Cr 303,876 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 5348162% ₹88 Cr 2,240,804
↑ 126,428 4. UTI Healthcare Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 40 in Sectoral category. Return for 2023 was 38.2% , 2022 was -12.3% and 2021 was 19.1% . UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (16 Oct 24) ₹290.421 ↓ -0.67 (-0.23 %) Net Assets (Cr) ₹1,168 on 31 Aug 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.38 Sharpe Ratio 2.49 Information Ratio -0.01 Alpha Ratio 1.29 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹16,648 30 Sep 21 ₹21,858 30 Sep 22 ₹19,247 30 Sep 23 ₹23,816 30 Sep 24 ₹37,158 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 0.6% 3 Month 17.4% 6 Month 31.9% 1 Year 57.4% 3 Year 19.2% 5 Year 30.3% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 -12.3% 2021 19.1% 2020 67.4% 2019 1.2% 2018 -7.5% 2017 6.2% 2016 -9.7% 2015 12.4% 2014 43.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 2.42 Yr. Data below for UTI Healthcare Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Health Care 94.08% Basic Materials 1.3% Financial Services 1.24% Asset Allocation
Asset Class Value Cash 3.26% Equity 96.63% Debt 0.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA12% ₹142 Cr 735,274 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 5000876% ₹74 Cr 450,000
↓ -19,180 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 5323315% ₹64 Cr 200,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY5% ₹59 Cr 87,100 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP4% ₹47 Cr 64,796 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322963% ₹42 Cr 250,331 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL3% ₹40 Cr 74,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 5328433% ₹39 Cr 634,445 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | ERIS3% ₹37 Cr 275,361
↓ -22,385 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Oct 13 | AUROPHARMA3% ₹37 Cr 250,000 5. UTI Value Opportunities Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 82 in Value category. Return for 2023 was 26.7% , 2022 was 4.3% and 2021 was 30.4% . UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (16 Oct 24) ₹173.579 ↑ 0.06 (0.03 %) Net Assets (Cr) ₹10,543 on 31 Aug 24 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.85 Sharpe Ratio 2.88 Information Ratio 0.36 Alpha Ratio 4.79 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Value Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,327 30 Sep 21 ₹16,690 30 Sep 22 ₹16,695 30 Sep 23 ₹19,565 30 Sep 24 ₹29,296 Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 0.1% 3 Month 5.2% 6 Month 25.6% 1 Year 47% 3 Year 18.6% 5 Year 23.9% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.7% 2022 4.3% 2021 30.4% 2020 19% 2019 10.4% 2018 -2.4% 2017 29.1% 2016 2.6% 2015 -5.9% 2014 41.2% Fund Manager information for UTI Value Opportunities Fund
Name Since Tenure Amit Premchandani 1 Feb 18 6.67 Yr. Data below for UTI Value Opportunities Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 30.12% Consumer Cyclical 11.87% Technology 11.45% Basic Materials 9.71% Health Care 9.26% Communication Services 6.53% Industrials 4.84% Energy 3.95% Consumer Defensive 3.65% Utility 3.46% Real Estate 1.44% Asset Allocation
Asset Class Value Cash 3.54% Equity 96.28% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK9% ₹927 Cr 5,350,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK5% ₹560 Cr 4,400,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY5% ₹553 Cr 2,950,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹393 Cr 2,300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322153% ₹320 Cr 2,600,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK3% ₹315 Cr 1,700,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 5327553% ₹288 Cr 1,825,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN3% ₹284 Cr 3,600,000
↑ 200,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M2% ₹263 Cr 850,000
↑ 25,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE2% ₹251 Cr 850,000
↑ 50,000 6. UTI Dividend Yield Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 75 in Dividend Yield category. Return for 2023 was 35.4% , 2022 was -5.3% and 2021 was 38.8% . UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (16 Oct 24) ₹185.778 ↓ -0.06 (-0.03 %) Net Assets (Cr) ₹4,460 on 31 Aug 24 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 3.06 Information Ratio 0.32 Alpha Ratio 7.81 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Dividend Yield Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,156 30 Sep 21 ₹16,697 30 Sep 22 ₹15,377 30 Sep 23 ₹18,957 30 Sep 24 ₹28,972 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -0.2% 3 Month 5.5% 6 Month 25.7% 1 Year 51% 3 Year 18.3% 5 Year 23.7% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 35.4% 2022 -5.3% 2021 38.8% 2020 18.9% 2019 3.3% 2018 0.5% 2017 28.5% 2016 6.1% 2015 -5.1% 2014 41.2% Fund Manager information for UTI Dividend Yield Fund
Name Since Tenure Amit Premchandani 16 Nov 22 1.87 Yr. Data below for UTI Dividend Yield Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 23.55% Technology 14.98% Consumer Cyclical 9.97% Health Care 9.51% Consumer Defensive 9.34% Utility 8.38% Energy 6.19% Industrials 5.99% Basic Materials 5.38% Communication Services 1.14% Asset Allocation
Asset Class Value Cash 5.35% Equity 94.43% Debt 0.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK7% ₹316 Cr 1,825,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹178 Cr 950,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 5327554% ₹158 Cr 1,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹139 Cr 450,000
↑ 25,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC3% ₹124 Cr 2,400,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 05 | 5325553% ₹120 Cr 2,700,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS3% ₹115 Cr 270,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK3% ₹115 Cr 900,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK2% ₹111 Cr 600,000 Cipla Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5000872% ₹95 Cr 575,000 7. UTI Mid Cap Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 36 in Mid Cap category. Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% . UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (16 Oct 24) ₹320.073 ↑ 0.23 (0.07 %) Net Assets (Cr) ₹12,646 on 31 Aug 24 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 2.34 Information Ratio -1.47 Alpha Ratio -0.09 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹11,498 30 Sep 21 ₹19,345 30 Sep 22 ₹19,874 30 Sep 23 ₹23,706 30 Sep 24 ₹33,655 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -1.3% 3 Month 4.2% 6 Month 24% 1 Year 39.9% 3 Year 18.1% 5 Year 27.7% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% 2015 6.6% 2014 90.4% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Ankit Agarwal 30 Aug 19 5.09 Yr. Data below for UTI Mid Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 19.98% Industrials 18.62% Financial Services 17.27% Technology 10.87% Health Care 10.56% Basic Materials 9.18% Communication Services 3.39% Consumer Defensive 2.27% Real Estate 2.25% Utility 2.16% Energy 1.24% Asset Allocation
Asset Class Value Cash 2.08% Equity 97.79% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 5031002% ₹285 Cr 1,546,611
↑ 49,073 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹277 Cr 394,800 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹273 Cr 501,036 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM2% ₹252 Cr 416,587 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 5004932% ₹246 Cr 1,620,419 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹243 Cr 560,509 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5323312% ₹237 Cr 740,773
↑ 2,095 Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS2% ₹237 Cr 1,282,896
↓ -200,000 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹236 Cr 338,649
↑ 2,456 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | 5099302% ₹224 Cr 421,800
↑ 22,500 8. UTI India Lifestyle Fund
CAGR/Annualized return of 11.2% since its launch. Ranked 64 in Sectoral category. Return for 2023 was 23% , 2022 was -2.3% and 2021 was 26.4% . UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (16 Oct 24) ₹62.3055 ↓ -0.23 (-0.37 %) Net Assets (Cr) ₹728 on 31 Aug 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.51 Sharpe Ratio 2.99 Information Ratio -0.96 Alpha Ratio 0.53 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,921 30 Sep 21 ₹14,852 30 Sep 22 ₹15,652 30 Sep 23 ₹16,546 30 Sep 24 ₹24,609 Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month 0.4% 3 Month 7.4% 6 Month 24.1% 1 Year 41.4% 3 Year 15.2% 5 Year 19% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 23% 2022 -2.3% 2021 26.4% 2020 15.2% 2019 5.8% 2018 -2.5% 2017 32.6% 2016 3.2% 2015 -1.9% 2014 32.6% Fund Manager information for UTI India Lifestyle Fund
Name Since Tenure Vishal Chopda 28 Feb 18 6.59 Yr. Data below for UTI India Lifestyle Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 37.11% Consumer Defensive 28.76% Communication Services 10% Financial Services 7.72% Industrials 6.64% Basic Materials 2.12% Real Estate 2.09% Health Care 0.99% Asset Allocation
Asset Class Value Cash 4.38% Equity 95.43% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002517% ₹53 Cr 70,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL7% ₹51 Cr 297,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI6% ₹47 Cr 35,200 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹36 Cr 70,000
↓ -2,900 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC4% ₹33 Cr 645,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 5324244% ₹33 Cr 237,600 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO4% ₹31 Cr 53,951
↑ 12,506 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | NESTLEIND4% ₹30 Cr 110,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M3% ₹24 Cr 77,500
↓ -4,700 Bajaj Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJAJHFL3% ₹23 Cr 1,492,008
↑ 1,492,008 9. UTI MNC Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 36 in Sectoral category. Return for 2023 was 22.6% , 2022 was -1.4% and 2021 was 24.1% . UTI MNC Fund
Growth Launch Date 29 May 98 NAV (16 Oct 24) ₹421.367 ↑ 1.61 (0.38 %) Net Assets (Cr) ₹3,174 on 31 Aug 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 2.34 Information Ratio -0.97 Alpha Ratio -1.13 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,372 30 Sep 21 ₹14,324 30 Sep 22 ₹14,285 30 Sep 23 ₹16,080 30 Sep 24 ₹22,041 Returns for UTI MNC Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -0.1% 3 Month 2.6% 6 Month 19.5% 1 Year 32.8% 3 Year 13.8% 5 Year 16.7% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.6% 2022 -1.4% 2021 24.1% 2020 12.9% 2019 -1.7% 2018 -0.3% 2017 37.3% 2016 -3% 2015 12.7% 2014 62.9% Fund Manager information for UTI MNC Fund
Name Since Tenure Karthikraj Lakshmanan 16 Nov 22 1.87 Yr. Data below for UTI MNC Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Defensive 25.6% Consumer Cyclical 19.46% Industrials 15.46% Health Care 11.35% Basic Materials 10.09% Financial Services 9.34% Technology 5.07% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.37% Debt 0.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 06 | MARUTI7% ₹217 Cr 164,278
↑ 14,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | UBL5% ₹159 Cr 729,171
↓ -2,985 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 5008255% ₹158 Cr 250,000
↓ -57,749 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND5% ₹153 Cr 570,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002954% ₹140 Cr 2,725,000
↑ 275,000 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 13 | 5002384% ₹137 Cr 600,000 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 28 Feb 21 | PGHL4% ₹130 Cr 240,378 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Mar 13 | UNITDSPR4% ₹120 Cr 755,406
↓ -114,594 Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 09 | 5005303% ₹98 Cr 26,000 3M India Ltd (Industrials)
Equity, Since 30 Apr 20 | 3MINDIA3% ₹95 Cr 27,961 10. UTI Long Term Equity Fund
CAGR/Annualized return of 15.2% since its launch. Ranked 29 in ELSS category. Return for 2023 was 24.3% , 2022 was -3.5% and 2021 was 33.1% . UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (16 Oct 24) ₹214.485 ↓ -0.56 (-0.26 %) Net Assets (Cr) ₹4,121 on 31 Aug 24 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 2.13 Information Ratio -1.01 Alpha Ratio -3.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,312 30 Sep 21 ₹16,986 30 Sep 22 ₹16,616 30 Sep 23 ₹18,662 30 Sep 24 ₹25,722 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 24 Duration Returns 1 Month -1.1% 3 Month 3.7% 6 Month 20% 1 Year 34% 3 Year 12.5% 5 Year 20.6% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.3% 2022 -3.5% 2021 33.1% 2020 20.2% 2019 10.4% 2018 -6.5% 2017 33.1% 2016 3.3% 2015 2.6% 2014 40.7% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Vishal Chopda 30 Aug 19 5.09 Yr. Data below for UTI Long Term Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 27.85% Consumer Cyclical 15.55% Technology 10.14% Consumer Defensive 8.66% Industrials 8.46% Basic Materials 5.98% Communication Services 5.97% Health Care 5.89% Utility 4.54% Energy 2.62% Real Estate 2.57% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.22% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK7% ₹306 Cr 1,765,955
↓ -2,695 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK7% ₹306 Cr 2,399,846
↓ -3,693 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹229 Cr 1,222,160
↓ -10,047 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL5% ₹190 Cr 1,113,374
↓ -10,604 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 5322153% ₹133 Cr 1,082,691
↓ -1,720 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5403763% ₹112 Cr 219,106
↓ -9,265 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 5324242% ₹102 Cr 729,657
↓ -6,423 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5002382% ₹100 Cr 435,852 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK2% ₹95 Cr 652,920 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI2% ₹90 Cr 67,932
↑ 2,951
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!
UTI ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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