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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 ₹162.48
↑ 3.63 ₹883 1,000 3.7 17.9 62.1 28.7 29.4 41.2 Canara Robeco Consumer Trends Fund Growth ₹109.8
↑ 0.94 ₹1,849 1,000 4.3 12 36.1 17.1 20.9 26.4 Canara Robeco Emerging Equities Growth ₹253.12
↑ 5.95 ₹25,507 1,000 5.7 15.7 40 15.2 21.9 24 Canara Robeco Equity Tax Saver Growth ₹175.25
↑ 2.47 ₹9,256 500 4.1 13.6 34.9 13.7 21.2 23.7 Canara Robeco Bluechip Equity Fund Growth ₹61.54
↑ 0.87 ₹15,312 1,000 4 12.6 33.3 13 18.3 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 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 15.9% 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 (06 Nov 24) ₹162.48 ↑ 3.63 (2.29 %) Net Assets (Cr) ₹883 on 30 Sep 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 2.94 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 31 Oct 19 ₹10,000 31 Oct 20 ₹9,008 31 Oct 21 ₹16,390 31 Oct 22 ₹18,486 31 Oct 23 ₹21,810 31 Oct 24 ₹35,302 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1% 3 Month 3.7% 6 Month 17.9% 1 Year 62.1% 3 Year 28.7% 5 Year 29.4% 10 Year 15 Year Since launch 15.9% 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 3.27 Yr. Shridatta Bhandwaldar 29 Sep 18 6.01 Yr. Data below for Canara Robeco Infrastructure as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 51.71% Utility 11.27% Energy 7.87% Technology 6.2% Financial Services 5.98% Basic Materials 5.64% Communication Services 3.22% Real Estate 2.13% Consumer Cyclical 1.84% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT6% ₹53 Cr 143,401
↓ -25,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325555% ₹46 Cr 1,031,666
↓ -169,050 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹36 Cr 122,375
↓ -15,125 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹34 Cr 977,546 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA4% ₹33 Cr 23,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL3% ₹28 Cr 166,100
↓ -13,900 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005503% ₹28 Cr 38,550 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹28 Cr 565,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000933% ₹26 Cr 343,150
↓ -31,850 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN3% ₹25 Cr 320,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized return of 17.1% 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 (06 Nov 24) ₹109.8 ↑ 0.94 (0.86 %) Net Assets (Cr) ₹1,849 on 30 Sep 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 3.08 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 31 Oct 19 ₹10,000 31 Oct 20 ₹10,093 31 Oct 21 ₹15,629 31 Oct 22 ₹16,963 31 Oct 23 ₹18,431 31 Oct 24 ₹25,534 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -4% 3 Month 4.3% 6 Month 12% 1 Year 36.1% 3 Year 17.1% 5 Year 20.9% 10 Year 15 Year Since launch 17.1% 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 5.01 Yr. Ennette Fernandes 1 Oct 21 3 Yr. Data below for Canara Robeco Consumer Trends Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.24% Financial Services 28.46% Consumer Defensive 21.01% Industrials 8.3% Communication Services 6.07% Health Care 2.24% Asset Allocation
Asset Class Value Cash 2.68% Equity 97.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC6% ₹110 Cr 2,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹86 Cr 503,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK4% ₹78 Cr 452,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹75 Cr 2,750,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5002514% ₹68 Cr 90,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5329773% ₹61 Cr 49,390 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK3% ₹56 Cr 442,000
↑ 150,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UBL3% ₹50 Cr 232,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Oct 23 | CHOLAHLDNG3% ₹49 Cr 242,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹49 Cr 350,000 3. Canara Robeco Emerging Equities
CAGR/Annualized return of 17.9% 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 (06 Nov 24) ₹253.12 ↑ 5.95 (2.41 %) Net Assets (Cr) ₹25,507 on 30 Sep 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 2.75 Information Ratio -0.92 Alpha Ratio 4.26 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,722 31 Oct 21 ₹17,309 31 Oct 22 ₹17,557 31 Oct 23 ₹18,680 31 Oct 24 ₹26,236 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1.3% 3 Month 5.7% 6 Month 15.7% 1 Year 40% 3 Year 15.2% 5 Year 21.9% 10 Year 15 Year Since launch 17.9% 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 5.01 Yr. Amit Nadekar 28 Aug 23 1.1 Yr. Data below for Canara Robeco Emerging Equities as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.01% Financial Services 19.23% Industrials 12.16% Technology 9.12% Health Care 8.39% Basic Materials 7.58% Consumer Defensive 2.85% Communication Services 2.6% Utility 1.58% Real Estate 0.73% Asset Allocation
Asset Class Value Cash 3.74% Equity 96.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,865 Cr 14,653,623
↑ 200,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008504% ₹1,139 Cr 16,636,542
↓ -647,067 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹1,078 Cr 37,814,127
↑ 1,300,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002514% ₹1,069 Cr 1,411,809 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹1,053 Cr 9,555,141
↓ -9,592 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN4% ₹961 Cr 5,977,638
↓ -69,313 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹933 Cr 5,731,830
↑ 191,076 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON4% ₹923 Cr 668,929
↑ 17,648 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹799 Cr 2,811,873
↓ -25,923 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹666 Cr 24,370,812
↑ 2,750,000 4. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 19.9% 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 (06 Nov 24) ₹175.25 ↑ 2.47 (1.43 %) Net Assets (Cr) ₹9,256 on 30 Sep 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.76 Information Ratio -0.55 Alpha Ratio 2.38 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,944 31 Oct 21 ₹17,411 31 Oct 22 ₹17,614 31 Oct 23 ₹18,822 31 Oct 24 ₹25,753 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1.2% 3 Month 4.1% 6 Month 13.6% 1 Year 34.9% 3 Year 13.7% 5 Year 21.2% 10 Year 15 Year Since launch 19.9% 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 3.27 Yr. Shridatta Bhandwaldar 1 Oct 19 5.01 Yr. Data below for Canara Robeco Equity Tax Saver as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 26.88% Consumer Cyclical 13.8% Industrials 11.41% Technology 9.59% Basic Materials 6.92% Consumer Defensive 6.61% Health Care 6.15% Energy 6.05% Communication Services 3.92% Utility 3.75% Real Estate 1.11% Asset Allocation
Asset Class Value Cash 3.81% Equity 96.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK6% ₹543 Cr 3,137,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹525 Cr 4,126,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹423 Cr 1,431,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹396 Cr 2,111,310
↓ -100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹306 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹253 Cr 689,369 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹250 Cr 5,650,988 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹197 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹188 Cr 1,528,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000342% ₹183 Cr 237,950 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized return of 13.6% 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 (06 Nov 24) ₹61.54 ↑ 0.87 (1.43 %) Net Assets (Cr) ₹15,312 on 30 Sep 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 2.72 Information Ratio -0.62 Alpha Ratio 3.01 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 31 Oct 19 ₹10,000 31 Oct 20 ₹10,603 31 Oct 21 ₹15,922 31 Oct 22 ₹15,948 31 Oct 23 ₹17,079 31 Oct 24 ₹22,819 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24 Duration Returns 1 Month -1.3% 3 Month 4% 6 Month 12.6% 1 Year 33.3% 3 Year 13% 5 Year 18.3% 10 Year 15 Year Since launch 13.6% 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 3.34 Yr. Shridatta Bhandwaldar 5 Jul 16 8.25 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 29.39% Consumer Cyclical 11.69% Technology 10.25% Industrials 9.11% Health Care 8.85% Consumer Defensive 7.97% Energy 5.74% Communication Services 4.96% Basic Materials 4.75% Utility 2.71% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK8% ₹1,229 Cr 7,096,256
↑ 75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,182 Cr 9,285,600
↑ 130,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE5% ₹789 Cr 2,673,250 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY5% ₹751 Cr 4,004,142 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹643 Cr 3,760,316
↓ -200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹522 Cr 1,420,992
↓ -65,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC3% ₹456 Cr 8,800,000
↑ 850,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325383% ₹427 Cr 361,652 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹423 Cr 5,375,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹414 Cr 9,350,000
↓ -700,000
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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