10 சிறந்த இன்வெஸ்கோ SIP மியூச்சுவல் ஃபண்டுகள் 2022 | சிறந்த SIP நிதிகள்

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இன்வெஸ்கோ எஸ்ஐபி மியூச்சுவல் ஃபண்டுகளில் ஏன் முதலீடு செய்ய வேண்டும்?
ஈக்விட்டிகளுக்கான இன்வெஸ்கோ மியூச்சுவல் ஃபண்டின் சிறந்த SIP நிதிகள்
SIP முதலீடு எப்படி வளரும்?
- SIP கால்குலேட்டர் அல்லது SIP ரிட்டர்ன் கால்குலேட்டர்
இன்வெஸ்கோ மியூச்சுவல் ஃபண்டில் ஆன்லைனில் எப்படி முதலீடு செய்வது?
Top 10 Funds

சிறந்த இன்வெஸ்கோ SIP மியூச்சுவல் ஃபண்டுகள் 2022

Updated on November 20, 2024 , 11053 views

இன்வெஸ்கோ எஸ்ஐபி ஒரு சிறந்த வழிமியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யுங்கள். இது நீண்ட கால முதலீடுகளுக்கு ஒரு முறையான முறையாகும்நிதி இலக்குகள். ஒரு SIP அல்லது முறைமையில்முதலீட்டுத் திட்டம், நீங்கள் குறிப்பிட்ட கால இடைவெளியில் ஒரு சிறிய தொகையை முதலீடு செய்யலாம். முதலீட்டின் மிகவும் மலிவு வழிமுறையாக இருப்பதால், நீங்கள் தொடங்கலாம்முதலீடு வெறும் INR 500 உடன் SIP இல். முதலீட்டாளர்கள் தங்கள் நீண்ட கால இலக்குகளை திட்டமிடலாம்ஓய்வு, ஒரு SIP உடன் வீடு/கார் வாங்குதல், திருமணம் போன்றவை. முதலீட்டாளர்கள் முதலீடு செய்ய திட்டமிட்டுள்ளனர்ஈக்விட்டி நிதிகள், SIP மூலம் முதலீடு செய்ய சிறந்த வழி. அதன் முதலீட்டு பாணி காரணமாக, இது பங்குகளின் ஆபத்துகளை சமன் செய்கிறதுசந்தை.

இன்வெஸ்கோ எஸ்ஐபி மியூச்சுவல் ஃபண்டுகளில் ஏன் முதலீடு செய்ய வேண்டும்?

SIP களின் சில நன்மைகள்:

ரூபாய் செலவு சராசரி
கலவையின் சக்தி
சந்தைக்கு நேரம் தேவை இல்லை
நீண்ட கால சேமிப்பு பழக்கம்

முதலீட்டாளர்கள் ஆர்வமாக உள்ளனர்SIP இல் முதலீடு செய்யுங்கள், இதோ சிறந்த இன்வெஸ்கோ SIPபரஸ்பர நிதி பங்கு முதலீடுகளுக்கு. AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.

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ஈக்விட்டிகளுக்கான இன்வெஸ்கோ மியூச்சுவல் ஃபண்டின் சிறந்த SIP நிதிகள்

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Invesco India PSU Equity Fund Growth	₹60.43 ↑ 1.24	₹1,331	500	-10.6	-7.1	49.2	32.1	26.7	54.5
Invesco India Infrastructure Fund Growth	₹63.26 ↑ 0.98	₹1,591	500	-5.7	-0.1	47.1	26.6	29.3	51.1
Invesco India Mid Cap Fund Growth	₹162.85 ↑ 1.70	₹5,625	500	1.1	17.5	45.3	23.2	27.3	34.1
Invesco India Growth Opportunities Fund Growth	₹91.45 ↑ 1.09	₹6,149	100	-0.9	13.5	41.6	20.6	20.6	31.6
Invesco India Contra Fund Growth	₹132 ↑ 1.95	₹17,718	500	-1.7	12.4	41.2	19.5	22.3	28.8
Invesco India Multicap Fund Growth	₹129.87 ↑ 1.67	₹3,810	500	-1.8	12.3	33.8	17.8	22.3	31.8
Invesco India Financial Services Fund Growth	₹125.43 ↑ 1.43	₹1,072	100	0.6	10.7	28.6	17.3	15.3	26
Invesco India Tax Plan Growth	₹124.46 ↑ 1.33	₹2,919	500	-1.8	11.1	32	14.3	18.8	30.9
Invesco India Largecap Fund Growth	₹66.71 ↑ 1.11	₹1,255	100	-3.4	7.8	32.4	13.8	17.9	27.8
Invesco India Feeder- Invesco Global Equity Income Fund Growth	₹25.953 ↑ 0.14	₹25	500	1.3	5.9	22.7	12.7	13.6	27
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 24

1. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 12.7% since its launch. Ranked 33 in Sectoral category. Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Growth
Launch Date	18 Nov 09
NAV (22 Nov 24)	₹60.43 ↑ 1.24 (2.09 %)
Net Assets (Cr)	₹1,331 on 31 Oct 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	2.15
Information Ratio	-0.65
Alpha Ratio	5.62
Min Investment	5,000
Min SIP Investment	500
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	₹9,021
31 Oct 21	₹14,280
31 Oct 22	₹16,042
31 Oct 23	₹20,228
31 Oct 24	₹33,355

Invesco India PSU Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-3.4%
3 Month	-10.6%
6 Month	-7.1%
1 Year	49.2%
3 Year	32.1%
5 Year	26.7%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	54.5%
2022	20.5%
2021	31.1%
2020	6.1%
2019	10.1%
2018	-16.9%
2017	24.3%
2016	17.9%
2015	2.5%
2014	54.5%

Fund Manager information for Invesco India PSU Equity Fund

Name	Since	Tenure
Dhimant Kothari	19 May 20	4.46 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Industrials	29.62%
Financial Services	25.54%
Utility	22.44%
Energy	18.01%
Basic Materials	3.81%

Asset Allocation

Asset Class	Value
Cash	0.57%
Equity	99.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 31 May 19 \| 532555	9%	₹131 Cr	2,949,113 ↓ -445,929
Bharat Electronics Ltd (Industrials) Equity, Since 31 Mar 17 \| BEL	9%	₹124 Cr	4,338,255 ↑ 734,960
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	8%	₹113 Cr	1,430,946
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 18 \| 500547	7%	₹103 Cr	2,775,528
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500312	6%	₹88 Cr	2,953,692
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	6%	₹86 Cr	465,309
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 22 \| 532898	5%	₹67 Cr	1,889,270 ↓ -471,146
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| HAL	4%	₹63 Cr	143,028 ↓ -39,964
Indian Railway Catering And Tourism Corp Ltd (Industrials) Equity, Since 30 Apr 24 \| IRCTC	4%	₹60 Cr	650,971
National Aluminium Co Ltd (Basic Materials) Equity, Since 31 Aug 24 \| 532234	4%	₹55 Cr	2,604,332 ↑ 412,585

2. Invesco India Infrastructure Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 11.5% since its launch. Ranked 24 in Sectoral category. Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund Growth
Launch Date	21 Nov 07
NAV (22 Nov 24)	₹63.26 ↑ 0.98 (1.57 %)
Net Assets (Cr)	₹1,591 on 31 Oct 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.34
Sharpe Ratio	2.47
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)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,711
31 Oct 21	₹17,938
31 Oct 22	₹18,879
31 Oct 23	₹23,183
31 Oct 24	₹37,187

Invesco India Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for Invesco India Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-1.9%
3 Month	-5.7%
6 Month	-0.1%
1 Year	47.1%
3 Year	26.6%
5 Year	29.3%
10 Year
15 Year
Since launch	11.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	51.1%
2022	2.3%
2021	55.4%
2020	16.2%
2019	6.1%
2018	-15.8%
2017	48.1%
2016	0.8%
2015	-2.6%
2014	83.6%

Fund Manager information for Invesco India Infrastructure Fund

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.16 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Industrials	54%
Utility	12.76%
Consumer Cyclical	9.08%
Basic Materials	7.62%
Health Care	4.53%
Technology	3.31%
Energy	3%
Financial Services	2.19%
Real Estate	1.08%
Communication Services	1.04%

Asset Allocation

Asset Class	Value
Cash	1.39%
Equity	98.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	6%	₹93 Cr	252,200
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Apr 22 \| 532898	5%	₹87 Cr	2,478,858 ↓ -464,922
Jyoti CNC Automation Ltd (Industrials) Equity, Since 31 Jan 24 \| JYOTICNC	4%	₹63 Cr	550,844
NTPC Ltd (Utilities) Equity, Since 31 Dec 23 \| 532555	3%	₹55 Cr	1,234,119
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 21 \| 500400	3%	₹54 Cr	1,114,602
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Dec 23 \| SOLARINDS	3%	₹50 Cr	43,689
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Jan 23 \| 500547	3%	₹50 Cr	1,351,085
Suzlon Energy Ltd (Industrials) Equity, Since 31 Aug 23 \| SUZLON	3%	₹49 Cr	6,152,057 ↓ -349,033
Bharat Electronics Ltd (Industrials) Equity, Since 30 Nov 17 \| BEL	3%	₹49 Cr	1,717,480 ↑ 322,266
Thermax Ltd (Industrials) Equity, Since 30 Jun 21 \| THERMAX	3%	₹49 Cr	95,821 ↓ -10,274

3. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch. Ranked 38 in Mid Cap category. Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (22 Nov 24)	₹162.85 ↑ 1.70 (1.05 %)
Net Assets (Cr)	₹5,625 on 31 Oct 24
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	2.59
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)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹10,830
31 Oct 21	₹17,892
31 Oct 22	₹18,294
31 Oct 23	₹21,425
31 Oct 24	₹33,152

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	0.8%
3 Month	1.1%
6 Month	17.5%
1 Year	45.3%
3 Year	23.2%
5 Year	27.3%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	34.1%
2022	0.5%
2021	43.1%
2020	24.4%
2019	3.8%
2018	-5.3%
2017	44.3%
2016	1.1%
2015	6.4%
2014	77%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	0.98 Yr.
Amit Ganatra	1 Sep 23	1.17 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	27.86%
Financial Services	18.71%
Industrials	14.01%
Health Care	11.92%
Technology	9.67%
Real Estate	8.54%
Basic Materials	6.24%
Communication Services	1.34%
Consumer Defensive	1.32%

Asset Allocation

Asset Class	Value
Cash	0.38%
Equity	99.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	4%	₹246 Cr	12,506,782 ↑ 1,589,629
Dixon Technologies (India) Ltd (Technology) Equity, Since 28 Feb 22 \| DIXON	4%	₹241 Cr	174,798
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹241 Cr	1,305,659 ↑ 39,830
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹241 Cr	12,964,556 ↑ 2,297,942
Trent Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| 500251	4%	₹237 Cr	312,534
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹221 Cr	2,246,434
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 21 \| CHOLAFIN	3%	₹186 Cr	1,154,242
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	3%	₹175 Cr	249,918
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	3%	₹175 Cr	376,558 ↑ 26,594
Ethos Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 543532	3%	₹165 Cr	479,675

4. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2023 was 31.6% , 2022 was -0.4% and 2021 was 29.7% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund Growth
Launch Date	9 Aug 07
NAV (22 Nov 24)	₹91.45 ↑ 1.09 (1.21 %)
Net Assets (Cr)	₹6,149 on 31 Oct 24
Category	Equity - Large & Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	2.6
Information Ratio	0.44
Alpha Ratio	11.04
Min Investment	5,000
Min SIP Investment	100
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	₹9,722
31 Oct 21	₹14,626
31 Oct 22	₹14,737
31 Oct 23	₹16,628
31 Oct 24	₹25,371

Invesco India Growth Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-1.2%
3 Month	-0.9%
6 Month	13.5%
1 Year	41.6%
3 Year	20.6%
5 Year	20.6%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	31.6%
2022	-0.4%
2021	29.7%
2020	13.3%
2019	10.7%
2018	-0.2%
2017	39.6%
2016	3.3%
2015	3.8%
2014	43.7%

Fund Manager information for Invesco India Growth Opportunities Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	0.98 Yr.
Amit Ganatra	21 Jan 22	2.78 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	27.46%
Consumer Cyclical	22.31%
Industrials	12.47%
Health Care	9.92%
Real Estate	8.24%
Technology	8.18%
Basic Materials	6.37%
Communication Services	2.19%
Consumer Defensive	1.93%

Asset Allocation

Asset Class	Value
Cash	0.93%
Equity	99.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	5%	₹312 Cr	2,454,192
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| 532215	5%	₹311 Cr	2,526,752
Trent Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| 500251	4%	₹262 Cr	346,233
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 28 Feb 23 \| CHOLAFIN	4%	₹260 Cr	1,619,818 ↓ -63,991
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Dec 23 \| PRESTIGE	4%	₹241 Cr	1,303,411
The Federal Bank Ltd (Financial Services) Equity, Since 30 Nov 22 \| FEDERALBNK	3%	₹198 Cr	10,039,804 ↑ 1,695,955
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 532343	3%	₹197 Cr	692,520 ↑ 132,897
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 24 \| INDIGO	3%	₹197 Cr	410,552 ↓ -75,305
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 22 \| MAXHEALTH	3%	₹196 Cr	1,993,259
L&T Finance Ltd (Financial Services) Equity, Since 30 Apr 24 \| LTF	3%	₹195 Cr	10,488,917 ↑ 1,490,183

5. Invesco India Contra Fund

The investment objective of the Scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing.

Invesco India Contra Fund is a Equity - Contra fund was launched on 11 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. Ranked 11 in Contra category. Return for 2023 was 28.8% , 2022 was 3.8% and 2021 was 29.6% .

Below is the key information for Invesco India Contra Fund

Invesco India Contra Fund Growth
Launch Date	11 Apr 07
NAV (22 Nov 24)	₹132 ↑ 1.95 (1.50 %)
Net Assets (Cr)	₹17,718 on 31 Oct 24
Category	Equity - Contra
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	2.76
Information Ratio	1.17
Alpha Ratio	12.19
Min Investment	5,000
Min SIP Investment	500
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	₹10,321
31 Oct 21	₹16,135
31 Oct 22	₹16,670
31 Oct 23	₹18,383
31 Oct 24	₹27,705

Invesco India Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Invesco India Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-1.6%
3 Month	-1.7%
6 Month	12.4%
1 Year	41.2%
3 Year	19.5%
5 Year	22.3%
10 Year
15 Year
Since launch	15.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	28.8%
2022	3.8%
2021	29.6%
2020	21.2%
2019	5.9%
2018	-3.3%
2017	45.6%
2016	6.7%
2015	4%
2014	63%

Fund Manager information for Invesco India Contra Fund

Name	Since	Tenure
Amit Ganatra	1 Dec 23	0.92 Yr.
Taher Badshah	13 Jan 17	7.81 Yr.

Data below for Invesco India Contra Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	29.63%
Consumer Cyclical	15.56%
Health Care	11.96%
Technology	9.85%
Industrials	9.23%
Basic Materials	5.23%
Utility	4.44%
Consumer Defensive	3.74%
Energy	2.64%
Communication Services	2.37%
Real Estate	1.51%

Asset Allocation

Asset Class	Value
Cash	1.72%
Equity	98.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 17 \| ICICIBANK	7%	₹1,261 Cr	9,908,135 ↑ 556,252
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 14 \| HDFCBANK	7%	₹1,205 Cr	6,955,713 ↑ 1,090,659
Infosys Ltd (Technology) Equity, Since 30 Sep 13 \| INFY	6%	₹1,152 Cr	6,141,812 ↑ 668,936
NTPC Ltd (Utilities) Equity, Since 31 Mar 21 \| 532555	4%	₹688 Cr	15,520,651
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| 532215	4%	₹682 Cr	5,535,787 ↑ 386,575
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 21 \| M&M	3%	₹488 Cr	1,575,803
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 20 \| LT	2%	₹433 Cr	1,178,799
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Jun 23 \| 543320	2%	₹430 Cr	15,730,698
REC Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532955	2%	₹398 Cr	7,178,346
Bharat Electronics Ltd (Industrials) Equity, Since 31 Dec 18 \| BEL	2%	₹393 Cr	13,773,850 ↓ -1,565,909

6. Invesco India Multicap Fund

(Erstwhile Invesco India Mid N Small Cap Fund)

The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 31.8% , 2022 was -2.2% and 2021 was 40.7% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund Growth
Launch Date	17 Mar 08
NAV (22 Nov 24)	₹129.87 ↑ 1.67 (1.30 %)
Net Assets (Cr)	₹3,810 on 31 Oct 24
Category	Equity - Multi Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.95
Sharpe Ratio	2.46
Information Ratio	-0.24
Alpha Ratio	7.13
Min Investment	5,000
Min SIP Investment	500
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	₹10,069
31 Oct 21	₹16,912
31 Oct 22	₹16,619
31 Oct 23	₹19,133
31 Oct 24	₹27,595

Invesco India Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Invesco India Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-1.5%
3 Month	-1.8%
6 Month	12.3%
1 Year	33.8%
3 Year	17.8%
5 Year	22.3%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	31.8%
2022	-2.2%
2021	40.7%
2020	18.8%
2019	4.6%
2018	-12.5%
2017	46.2%
2016	0.7%
2015	6.7%
2014	72.1%

Fund Manager information for Invesco India Multicap Fund

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.16 Yr.
Dhimant Kothari	1 Dec 23	0.92 Yr.

Data below for Invesco India Multicap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	20.9%
Industrials	17.27%
Consumer Cyclical	15.07%
Technology	12.75%
Health Care	11.2%
Basic Materials	8.15%
Consumer Defensive	7.76%
Real Estate	3.1%
Communication Services	1.96%

Asset Allocation

Asset Class	Value
Cash	1.82%
Equity	98.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹190 Cr	1,488,755
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	4%	₹148 Cr	786,629 ↑ 88,660
Trent Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| 500251	3%	₹119 Cr	156,894
Tata Consumer Products Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 500800	3%	₹100 Cr	832,367
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Apr 21 \| CHOLAFIN	2%	₹95 Cr	589,895 ↑ 58,844
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 24 \| TCS	2%	₹86 Cr	200,725
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 31 Jan 24 \| 500040	2%	₹86 Cr	300,603 ↓ -18,657
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 23 \| 523025	2%	₹83 Cr	352,797
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Sep 20 \| JBCHEPHARM	2%	₹81 Cr	430,966
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive) Equity, Since 31 Jul 23 \| BECTORFOOD	2%	₹81 Cr	423,630 ↑ 4,964

7. Invesco India Financial Services Fund

(Erstwhile Invesco India Banking Fund)

The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch. Ranked 5 in Sectoral category. Return for 2023 was 26% , 2022 was 12.8% and 2021 was 14% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund Growth
Launch Date	14 Jul 08
NAV (22 Nov 24)	₹125.43 ↑ 1.43 (1.15 %)
Net Assets (Cr)	₹1,072 on 31 Oct 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	2.33
Information Ratio	1.08
Alpha Ratio	15.28
Min Investment	5,000
Min SIP Investment	100
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	₹8,819
31 Oct 21	₹13,490
31 Oct 22	₹13,437
31 Oct 23	₹15,574
31 Oct 24	₹21,330

Invesco India Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Invesco India Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-0.6%
3 Month	0.6%
6 Month	10.7%
1 Year	28.6%
3 Year	17.3%
5 Year	15.3%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	26%
2022	12.8%
2021	14%
2020	2.4%
2019	21.2%
2018	-0.3%
2017	45.2%
2016	10.4%
2015	-2.1%
2014	55.8%

Fund Manager information for Invesco India Financial Services Fund

Name	Since	Tenure
Dhimant Kothari	1 Jun 18	6.42 Yr.
Hiten Jain	19 May 20	4.46 Yr.

Data below for Invesco India Financial Services Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	92.91%
Technology	2.78%
Health Care	1.87%

Asset Allocation

Asset Class	Value
Cash	2.44%
Equity	97.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	19%	₹199 Cr	1,564,173
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	10%	₹107 Cr	616,651
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	8%	₹80 Cr	645,964
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	6%	₹66 Cr	838,841
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCAMC	4%	₹41 Cr	94,321 ↑ 11,677
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Jul 17 \| CHOLAFIN	3%	₹36 Cr	226,548
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 20 \| SBILIFE	3%	₹34 Cr	185,174
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	3%	₹33 Cr	202,712
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 23 \| ICICIGI	3%	₹33 Cr	150,629
Central Depository Services (India) Ltd (Financial Services) Equity, Since 31 Aug 23 \| CDSL	3%	₹30 Cr	207,124

8. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Ranked 17 in ELSS category. Return for 2023 was 30.9% , 2022 was -7.7% and 2021 was 32.6% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan Growth
Launch Date	29 Dec 06
NAV (22 Nov 24)	₹124.46 ↑ 1.33 (1.08 %)
Net Assets (Cr)	₹2,919 on 31 Oct 24
Category	Equity - ELSS
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.97
Sharpe Ratio	2.33
Information Ratio	-0.31
Alpha Ratio	6.82
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	₹10,132
31 Oct 21	₹15,935
31 Oct 22	₹14,952
31 Oct 23	₹16,815
31 Oct 24	₹23,813

Invesco India Tax Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-0.8%
3 Month	-1.8%
6 Month	11.1%
1 Year	32%
3 Year	14.3%
5 Year	18.8%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	30.9%
2022	-7.7%
2021	32.6%
2020	19.2%
2019	9.4%
2018	-1.3%
2017	35.7%
2016	3.4%
2015	5.8%
2014	54.3%

Fund Manager information for Invesco India Tax Plan

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.16 Yr.
Dhimant Kothari	29 Mar 18	6.6 Yr.

Data below for Invesco India Tax Plan as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	22.72%
Industrials	16.44%
Consumer Cyclical	14.03%
Health Care	13.37%
Technology	10.39%
Basic Materials	7.93%
Consumer Defensive	6.94%
Energy	3.86%
Communication Services	2.04%
Utility	1.34%
Real Estate	0.26%

Asset Allocation

Asset Class	Value
Cash	0.67%
Equity	99.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| HDFCBANK	5%	₹158 Cr	909,937
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	5%	₹154 Cr	1,212,581 ↑ 59,076
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 23 \| TCS	3%	₹106 Cr	248,540 ↓ -66,890
Blue Star Ltd (Industrials) Equity, Since 31 Jan 24 \| BLUESTARCO	3%	₹86 Cr	414,534
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| DIVISLAB	3%	₹81 Cr	147,999
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	3%	₹77 Cr	261,820 ↓ -272,179
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	2%	₹76 Cr	617,463 ↑ 120,129
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Dec 22 \| UNITDSPR	2%	₹76 Cr	476,854 ↓ -65,407
Suzlon Energy Ltd (Industrials) Equity, Since 31 Aug 23 \| SUZLON	2%	₹74 Cr	9,289,862
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Nov 22 \| APOLLOHOSP	2%	₹73 Cr	100,754

9. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch. Ranked 39 in Large Cap category. Return for 2023 was 27.8% , 2022 was -3% and 2021 was 32.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund Growth
Launch Date	21 Aug 09
NAV (22 Nov 24)	₹66.71 ↑ 1.11 (1.69 %)
Net Assets (Cr)	₹1,255 on 31 Oct 24
Category	Equity - Large Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.21
Sharpe Ratio	2.02
Information Ratio	0.16
Alpha Ratio	4.49
Min Investment	5,000
Min SIP Investment	100
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	₹10,127
31 Oct 21	₹15,626
31 Oct 22	₹15,218
31 Oct 23	₹16,611
31 Oct 24	₹22,998

Invesco India Largecap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-1.8%
3 Month	-3.4%
6 Month	7.8%
1 Year	32.4%
3 Year	13.8%
5 Year	17.9%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.8%
2022	-3%
2021	32.5%
2020	14.1%
2019	10.5%
2018	-0.4%
2017	28.3%
2016	2.8%
2015	4.6%
2014	39.5%

Fund Manager information for Invesco India Largecap Fund

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.16 Yr.
Hiten Jain	1 Dec 23	0.92 Yr.

Data below for Invesco India Largecap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	29.53%
Consumer Cyclical	14%
Technology	12.62%
Industrials	12.61%
Consumer Defensive	8.39%
Energy	7.91%
Health Care	6.48%
Communication Services	3.07%
Utility	2.48%
Basic Materials	2.25%

Asset Allocation

Asset Class	Value
Cash	0.66%
Equity	99.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIBANK	8%	₹103 Cr	809,462 ↑ 51,015
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 09 \| HDFCBANK	8%	₹98 Cr	563,022
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	6%	₹76 Cr	256,513
Infosys Ltd (Technology) Equity, Since 30 Apr 18 \| INFY	5%	₹58 Cr	310,107 ↑ 61,269
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 20 \| 532215	4%	₹48 Cr	389,571 ↑ 105,713
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 24 \| TCS	4%	₹46 Cr	106,841 ↓ -18,226
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	3%	₹40 Cr	231,311 ↑ 142,524
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| TITAN	3%	₹39 Cr	101,978 ↑ 28,637
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Dec 22 \| UNITDSPR	3%	₹38 Cr	237,920 ↓ -32,459
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 May 24 \| DIVISLAB	3%	₹38 Cr	69,436

10. Invesco India Feeder- Invesco Global Equity Income Fund

(Erstwhile Invesco India Global Equity Income Fund)

To provide capital appreciation and/or income by investing predominantly in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets.

Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 9.5% since its launch. Ranked 12 in Global category. Return for 2023 was 27% , 2022 was -2.1% and 2021 was 21% .

Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund

Invesco India Feeder- Invesco Global Equity Income Fund Growth
Launch Date	5 May 14
NAV (22 Nov 24)	₹25.953 ↑ 0.14 (0.55 %)
Net Assets (Cr)	₹25 on 31 Oct 24
Category	Equity - Global
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.4
Sharpe Ratio	2.08
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)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,531
31 Oct 21	₹13,821
31 Oct 22	₹12,012
31 Oct 23	₹14,765
31 Oct 24	₹19,802

Invesco India Feeder- Invesco Global Equity Income Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Invesco India Feeder- Invesco Global Equity Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-0.8%
3 Month	1.3%
6 Month	5.9%
1 Year	22.7%
3 Year	12.7%
5 Year	13.6%
10 Year
15 Year
Since launch	9.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27%
2022	-2.1%
2021	21%
2020	7.3%
2019	24.7%
2018	-7.5%
2017	13.2%
2016	2.6%
2015	4%
2014

Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund

Name	Since	Tenure
Herin Shah	1 Aug 24	0.25 Yr.

Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	19.37%
Technology	14.97%
Industrials	14.1%
Consumer Cyclical	9.98%
Health Care	8.89%
Consumer Defensive	7.11%
Real Estate	5.13%
Communication Services	3.65%
Basic Materials	3.18%
Energy	2.07%

Asset Allocation

Asset Class	Value
Cash	6.57%
Equity	88.45%
Other	4.98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Invesco Global Equity Income C USD Acc Investment Fund \| -	95%	₹24 Cr	18,749
Triparty Repo CBLO/Reverse Repo \| -	5%	₹1 Cr
Net Receivables / (Payables) Net Current Assets \| -	0%	₹0 Cr

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 எடுத்துக்கொள்கிறது, 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%)

மேலே உள்ள கணக்கீடுகள், 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!

இன்வெஸ்கோ மியூச்சுவல் ஃபண்டில் ஆன்லைனில் எப்படி முதலீடு செய்வது?

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