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5 சிறந்த Canara Robeco SIP மியூச்சுவல் ஃபண்டுகள் 2022
கனரா ரோபெகோஎஸ்ஐபி மிகவும் திறமையான வழிமியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யுங்கள். SIP அல்லது முறையானதுமுதலீட்டுத் திட்டம் ஒரு போல வேலை செய்கிறதுதொடர் வைப்பு, இதில் நீங்கள் குறிப்பிட்ட கால இடைவெளியில் ஒரு சிறிய தொகையை மாதந்தோறும் முதலீடு செய்ய வேண்டும்.
SIP, மிகவும் மலிவு முதலீட்டு முறையாக இருப்பதால், ஒருவர் தொடங்கலாம்முதலீடு வெறும் INR 500. ஒரு SIP மூலம், ஒருவர் தங்கள் திட்டத்தையும் திட்டமிடலாம்நிதி இலக்குகள் போன்றஓய்வூதிய திட்டமிடல், திருமணம், வீடு/கார் வாங்குதல், உயர்கல்வி போன்றவை.
முதலீட்டாளர்கள் முதலீடு செய்ய திட்டமிட்டுள்ளனர்ஈக்விட்டி நிதிகள், முதலீடு செய்ய சிறந்த முறையில் SIP. அவை சமபங்குகளின் ஆபத்துகளை சமநிலைப்படுத்துகின்றனசந்தை மற்றும் நிலையான வருமானத்தை வழங்குவதை உறுதிசெய்க.
கனரா ரோபிகோ எஸ்ஐபி ஃபண்டில் ஏன் முதலீடு செய்ய வேண்டும்?
SIP இன் சில நன்மைகள்:
- ரூபாய் செலவு சராசரி
- கலவையின் சக்தி
- நீண்ட கால சேமிப்பு பழக்கம்
- நெகிழ்வான மற்றும் மலிவு
- சந்தைக்கு நேரம் தேவை இல்லை
இதனால், முதலீட்டாளர்கள் ஆர்வமாக உள்ளனர்SIP இல் முதலீடு செய்யுங்கள் சிறந்த Canara Robeco SIP ஐ தேர்வு செய்யலாம்பரஸ்பர நிதி கீழே குறிப்பிடப்பட்டுள்ளது. AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.
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ஈக்விட்டிகளுக்கான கனரா ரோபெகோவின் சிறந்த SIP மியூச்சுவல் ஃபண்ட்
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹157.98
↓ -0.16 ₹866 1,000 -6.4 -1.1 37.9 28.6 29.1 41.2 Canara Robeco Consumer Trends Fund Growth ₹107.16
↑ 0.30 ₹1,747 1,000 -10.2 2.6 22.1 18.1 20.3 26.4 Canara Robeco Emerging Equities Growth ₹253.56
↑ 0.91 ₹24,630 1,000 -4.9 4.3 28.6 16.3 21.4 24 Canara Robeco Equity Tax Saver Growth ₹171.15
↓ -0.01 ₹8,817 500 -7.2 3.2 19.8 14.1 20.1 23.7 Canara Robeco Bluechip Equity Fund Growth ₹60.53
↓ -0.05 ₹14,824 1,000 -6.7 3.8 20.2 14.1 17.4 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24
T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on (Erstwhile Canara Robeco F.O.R.C.E Fund) The objective of the Fund is to provide long - term capital appreciation by
primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no
assurance that the investment objective of the scheme will be realized. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on To generate capital appreciation by primarily investing in diversified
mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on (Erstwhile Canara Robeco Large Cap+ Fund) The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized return of 15.6% since its launch. Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (24 Dec 24) ₹157.98 ↓ -0.16 (-0.10 %) Net Assets (Cr) ₹866 on 30 Nov 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 2.14 Information Ratio 0 Alpha Ratio 0 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,121 30 Nov 21 ₹16,376 30 Nov 22 ₹18,841 30 Nov 23 ₹23,478 30 Nov 24 ₹35,684 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 1.6% 3 Month -6.4% 6 Month -1.1% 1 Year 37.9% 3 Year 28.6% 5 Year 29.1% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% 2015 6.7% 2014 69.9% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 3.44 Yr. Shridatta Bhandwaldar 29 Sep 18 6.18 Yr. Data below for Canara Robeco Infrastructure as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 48.45% Utility 12.25% Energy 8.03% Technology 6.57% Financial Services 6.33% Basic Materials 5.47% Communication Services 3.12% Real Estate 1.79% Consumer Cyclical 1.72% Asset Allocation
Asset Class Value Cash 5.06% Equity 94.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325555% ₹46 Cr 1,131,666
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT5% ₹45 Cr 123,401
↓ -20,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹33 Cr 244,750 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹31 Cr 977,546 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA4% ₹30 Cr 21,500
↓ -1,500 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹29 Cr 650,000
↑ 250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL3% ₹27 Cr 166,100 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN3% ₹26 Cr 320,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹26 Cr 565,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON3% ₹25 Cr 17,450
↑ 2,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 16 in Sectoral category. Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (24 Dec 24) ₹107.16 ↑ 0.30 (0.28 %) Net Assets (Cr) ₹1,747 on 30 Nov 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 1.4 Information Ratio 0.47 Alpha Ratio 3.21 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,268 30 Nov 21 ₹15,523 30 Nov 22 ₹17,233 30 Nov 23 ₹20,168 30 Nov 24 ₹25,634 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 1.1% 3 Month -10.2% 6 Month 2.6% 1 Year 22.1% 3 Year 18.1% 5 Year 20.3% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.4% 2022 6.1% 2021 30.2% 2020 20.5% 2019 12.8% 2018 2% 2017 41% 2016 3.4% 2015 1.8% 2014 56.3% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.17 Yr. Ennette Fernandes 1 Oct 21 3.17 Yr. Data below for Canara Robeco Consumer Trends Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 30.04% Consumer Cyclical 29.97% Consumer Defensive 18.9% Industrials 8.28% Communication Services 6.08% Health Care 2.17% Asset Allocation
Asset Class Value Cash 4.55% Equity 95.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC6% ₹101 Cr 2,125,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹89 Cr 497,000
↑ 45,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹82 Cr 503,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹77 Cr 2,750,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK4% ₹65 Cr 502,000
↑ 60,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT3% ₹61 Cr 90,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹47 Cr 750,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UNITDSPR3% ₹46 Cr 300,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | BAJAJ-AUTO3% ₹45 Cr 49,390 KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 21 | KEI3% ₹44 Cr 101,500 3. Canara Robeco Emerging Equities
CAGR/Annualized return of 17.7% since its launch. Ranked 10 in Large & Mid Cap category. Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (24 Dec 24) ₹253.56 ↑ 0.91 (0.36 %) Net Assets (Cr) ₹24,630 on 30 Nov 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 1.86 Information Ratio -0.68 Alpha Ratio 5.94 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,907 30 Nov 21 ₹16,706 30 Nov 22 ₹17,522 30 Nov 23 ₹19,815 30 Nov 24 ₹26,387 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 2.4% 3 Month -4.9% 6 Month 4.3% 1 Year 28.6% 3 Year 16.3% 5 Year 21.4% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 2022 -1.6% 2021 37% 2020 24.5% 2019 8.7% 2018 -9.3% 2017 52.1% 2016 2.6% 2015 13.1% 2014 96% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.17 Yr. Amit Nadekar 28 Aug 23 1.26 Yr. Data below for Canara Robeco Emerging Equities as on 30 Nov 24
Equity Sector Allocation
Sector Value Consumer Cyclical 33.36% Financial Services 19.4% Industrials 13.56% Technology 8.75% Health Care 7.31% Basic Materials 6.6% Consumer Defensive 3.94% Utility 2.46% Communication Services 1.49% Real Estate 0.84% Asset Allocation
Asset Class Value Cash 2.28% Equity 97.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,709 Cr 13,141,765 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL5% ₹1,317 Cr 16,594,981
↓ -343,127 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT5% ₹1,151 Cr 1,693,704
↑ 198,128 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹1,056 Cr 34,286,382
↓ -3,621,911 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹986 Cr 9,378,945
↓ -297,271 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON4% ₹898 Cr 568,150
↓ -82,511 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH3% ₹851 Cr 6,215,680
↑ 368,850 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN3% ₹795 Cr 6,443,963
↑ 266,631 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹754 Cr 26,942,998
↑ 518,711 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR3% ₹726 Cr 2,980,739 4. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 19.6% since its launch. Ranked 36 in ELSS category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (24 Dec 24) ₹171.15 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹8,817 on 30 Nov 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 1.68 Information Ratio -0.56 Alpha Ratio 3.06 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,926 30 Nov 21 ₹16,888 30 Nov 22 ₹17,976 30 Nov 23 ₹20,190 30 Nov 24 ₹25,729 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 0.2% 3 Month -7.2% 6 Month 3.2% 1 Year 19.8% 3 Year 14.1% 5 Year 20.1% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 3.44 Yr. Shridatta Bhandwaldar 1 Oct 19 5.17 Yr. Data below for Canara Robeco Equity Tax Saver as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 27.24% Consumer Cyclical 14.3% Industrials 11% Technology 9.67% Consumer Defensive 6.61% Basic Materials 6.45% Health Care 6.2% Energy 5.35% Communication Services 3.9% Utility 3.27% Real Estate 1.32% Asset Allocation
Asset Class Value Cash 3.97% Equity 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹588 Cr 3,387,584
↑ 250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹559 Cr 4,326,000
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹371 Cr 2,111,310 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹315 Cr 2,362,000
↓ -500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹289 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹232 Cr 639,369
↓ -50,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹231 Cr 5,650,988 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹205 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹177 Cr 1,528,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹165 Cr 415,073 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 52 in Large Cap category. Return for 2023 was 22.2% , 2022 was 0.8% and 2021 was 24.5% . Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (24 Dec 24) ₹60.53 ↓ -0.05 (-0.08 %) Net Assets (Cr) ₹14,824 on 30 Nov 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 1.63 Information Ratio -0.37 Alpha Ratio 4.01 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,562 30 Nov 21 ₹15,164 30 Nov 22 ₹16,152 30 Nov 23 ₹17,800 30 Nov 24 ₹22,752 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24 Duration Returns 1 Month 0.3% 3 Month -6.7% 6 Month 3.8% 1 Year 20.2% 3 Year 14.1% 5 Year 17.4% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.2% 2022 0.8% 2021 24.5% 2020 23.1% 2019 15.7% 2018 3.4% 2017 31.4% 2016 1.9% 2015 -0.5% 2014 35.9% Fund Manager information for Canara Robeco Bluechip Equity Fund
Name Since Tenure Vishal Mishra 1 Jun 21 3.5 Yr. Shridatta Bhandwaldar 5 Jul 16 8.41 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 29.49% Consumer Cyclical 12.43% Technology 11.37% Industrials 9.21% Consumer Defensive 8.25% Health Care 8.25% Communication Services 4.98% Energy 4.9% Basic Materials 4.28% Utility 3.2% Real Estate 0.48% Asset Allocation
Asset Class Value Cash 2.78% Equity 97.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK9% ₹1,272 Cr 7,326,256
↑ 230,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,200 Cr 9,285,600 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY5% ₹721 Cr 4,104,142
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE5% ₹695 Cr 5,216,500
↓ -130,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹623 Cr 3,860,316
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹515 Cr 1,420,992 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹457 Cr 5,575,000
↑ 200,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC3% ₹430 Cr 8,800,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325383% ₹389 Cr 351,652
↓ -10,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹382 Cr 9,350,000
SIP முதலீடு எப்படி வளரும்?
உங்கள் எப்படி என்பதை அறிய வேண்டும்SIP முதலீடு ஒரு குறிப்பிட்ட காலத்திற்கு ஒரு குறிப்பிட்ட தொகையை மாதந்தோறும் முதலீடு செய்தால் வளரும்? ஒரு உதாரணத்துடன் உங்களுக்கு விளக்குவோம்.
SIP கால்குலேட்டர் அல்லது SIP ரிட்டர்ன் கால்குலேட்டர்
SIP கால்குலேட்டர்கள் பொதுவாக ஒருவர் முதலீடு செய்ய விரும்பும் SIP முதலீட்டுத் தொகை (இலக்கு) போன்ற உள்ளீடுகளை எடுத்துக்கொள்கிறார்கள், எத்தனை ஆண்டுகள் முதலீடு செய்ய வேண்டும், எதிர்பார்க்கப்படுகிறதுவீக்கம் விகிதங்கள் (இதற்கு ஒருவர் கணக்கு வைக்க வேண்டும்!) மற்றும் எதிர்பார்க்கப்படும் வருமானம். எனவே, ஒரு இலக்கை அடைய தேவையான SIP வருமானத்தை ஒருவர் கணக்கிடலாம்!
நீங்கள் 10 ரூபாய் முதலீடு செய்தால், என்று வைத்துக்கொள்வோம்.000 10 ஆண்டுகளுக்கு, உங்கள் SIP முதலீடு எவ்வாறு வளர்கிறது என்பதைப் பார்க்கவும்-
மாதாந்திர முதலீடு: 10,000 ரூபாய்
முதலீட்டு காலம்: 10 ஆண்டுகள்
முதலீடு செய்யப்பட்ட மொத்த தொகை: இந்திய ரூபாய் 12,00,000
நீண்ட கால வளர்ச்சி விகிதம் (தோராயமாக): 15%
இதன்படி எதிர்பார்க்கப்படும் வருமானம்சிப் கால்குலேட்டர்: இந்திய ரூபாய் 27,86,573
நிகர லாபம்: இந்திய ரூபாய் 15,86,573 (முழுமையான வருவாய்= 132.2%)
நீங்கள் 10 ஆண்டுகளுக்கு மாதம் 10,000 ரூபாய் முதலீடு செய்தால் (மொத்தம் INR12,00,000) நீங்கள் சம்பாதிப்பீர்கள்இந்திய ரூபாய் 27,86,573, அதாவது நீங்கள் செய்யும் நிகர லாபம்இந்திய ரூபாய் 15,86,573. நன்றாக இருக்கிறது அல்லவா!
Canara Robeco SIP ஃபண்டுகளில் ஆன்லைனில் முதலீடு செய்வது எப்படி?
Fincash.com இல் வாழ்நாள் முழுவதும் இலவச முதலீட்டுக் கணக்கைத் திறக்கவும்.
உங்கள் பதிவு மற்றும் KYC செயல்முறையை முடிக்கவும்
ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவுகளின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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