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முதல் 10 சிறந்த ரிலையன்ஸ்/நிப்பான் SIP மியூச்சுவல் ஃபண்டுகள் 2022 | சிறந்த SIP நிதிகள்

ஃபின்காஷ் »நிப்பான் இந்தியா மியூச்சுவல் ஃபண்ட் »சிறந்த நிப்பான் இந்தியா SIP நிதிகள்

10 சிறந்த நிப்பான்/ரிலையன்ஸ் MF SIP மியூச்சுவல் ஃபண்டுகள் 2022

Updated on November 4, 2024 , 58962 views

ரிலையன்ஸ்எஸ்ஐபி மியூச்சுவல் ஃபண்ட் ஒரு சிறந்த வழிமியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யுங்கள்குறிப்பாக நீண்ட காலத்திற்குகால திட்டம். ஒரு SIP இல், நீங்கள் ஒரு குறிப்பிட்ட இடைவெளியில் ஒரு சிறிய தொகையை முதலீடு செய்யலாம், இது ஆண்டுகளில் கணிசமான கார்பஸை உருவாக்குவதற்கான வாய்ப்பை உருவாக்குகிறது.

ரிலையன்ஸ் SIP மூலம் நீங்கள் முதலீடு செய்ய விரும்பும் திட்டத்தில் ஒவ்வொரு மாதமும் INR 100 வரை டெபாசிட் செய்யலாம்.முதலீடு ஒரு சிறிய அளவு தொடர்ந்து, நீங்கள் உங்கள் அடைய முடியும்நிதி இலக்குகள் சரியான நேரத்தில். போன்ற இலக்குகள்ஓய்வூதிய திட்டமிடல், திருமணம், வீடு/கார் வாங்குதல் போன்றவற்றை SIP மூலம் அடையலாம்.

NipponIndia-MF

ரிலையன்ஸ் எஸ்ஐபி ஃபண்டுகளில் ஏன் முதலீடு செய்ய வேண்டும்?

SIP இன் சில முக்கிய நன்மைகள்-

  • இது சராசரியாக ரூபாய் செலவை வழங்குகிறது
  • இதிலிருந்து பயனடைகிறதுகலவையின் சக்தி
  • தேவையில்லைசந்தை நேரம்
  • ஒரு யூனிட் விலை குறைக்கப்பட்டது

இங்கு முதலீடு செய்ய ஆர்வமுள்ள முதலீட்டாளர்கள் சிறந்த ரிலையன்ஸ் எஸ்ஐபிபரஸ்பர நிதி சமபங்கு பிரிவில். இந்த நிதிகள் AUM போன்ற அளவுருக்களை எடுத்து பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.

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முக்கியமான தகவல்

அக்டோபர் 2019 முதல்,ரிலையன்ஸ் மியூச்சுவல் ஃபண்ட் நிப்பான் இந்தியா மியூச்சுவல் ஃபண்ட் என மறுபெயரிடப்பட்டுள்ளது. ரிலையன்ஸ் நிப்பான் அசெட் மேனேஜ்மென்ட்டில் (ஆர்என்ஏஎம்) பெரும்பான்மையான (75%) பங்குகளை நிப்பான் லைஃப் வாங்கியுள்ளது. அமைப்பு மற்றும் நிர்வாகத்தில் எந்த மாற்றமும் இல்லாமல் நிறுவனம் தனது செயல்பாடுகளை தொடர்ந்து இயக்கும்.

ஈக்விட்டி ஃபண்டுகளுக்கான சிறந்த நிப்பான் அல்லது ரிலையன்ஸ் மியூச்சுவல் ஃபண்ட் எஸ்ஐபி

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Power and Infra Fund Growth ₹357.46
↑ 7.62
₹7,863 100 -0.91053.330.830.458
Nippon India Small Cap Fund Growth ₹179.375
↑ 3.05
₹62,260 100 5.117.544.729.636.348.9
Nippon India Multi Cap Fund Growth ₹295.423
↑ 3.82
₹39,622 100 3.71341.525.525.138.1
Nippon India Value Fund Growth ₹227.721
↑ 3.73
₹8,962 100 5.613.648.221.825.242.4
Nippon India Pharma Fund Growth ₹517.209
↑ 4.92
₹8,769 100 6.219.647.819.828.339.2
Nippon India Consumption Fund Growth ₹198.158
↑ 1.71
₹2,023 100 -1.111.233.719.623.626.9
Nippon India Large Cap Fund Growth ₹87.9876
↑ 1.06
₹34,432 100 2.31034.919.620.132.1
Nippon India Tax Saver Fund (ELSS) Growth ₹127.892
↑ 1.54
₹16,711 500 2.811.538.517.418.528.6
Nippon India Banking Fund Growth ₹582.007
↑ 0.44
₹6,389 100 6.510.325.115.815.924.2
Nippon India Focused Equity Fund Growth ₹118.174
↑ 1.13
₹8,979 100 1.212.426.81420.327.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 24
*அடிப்படையிலான நிதிகளின் பட்டியல்சொத்துக்கள் >= 100 கோடி & வரிசைப்படுத்தப்பட்டது3 வருடம்சிஏஜிஆர் திரும்புகிறது.

1. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (06 Nov 24) ₹357.46 ↑ 7.62   (2.18 %)
Net Assets (Cr) ₹7,863 on 30 Sep 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 3.08
Information Ratio 1.62
Alpha Ratio 7.02
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,028
31 Oct 21₹16,311
31 Oct 22₹18,118
31 Oct 23₹23,696
31 Oct 24₹36,933

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -2.5%
3 Month -0.9%
6 Month 10%
1 Year 53.3%
3 Year 30.8%
5 Year 30.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 186.36 Yr.
Rahul Modi19 Aug 240.12 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials42.3%
Utility17.06%
Basic Materials10.26%
Communication Services7.78%
Energy7.14%
Real Estate4.78%
Consumer Cyclical3.83%
Technology3.22%
Health Care2.29%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
9%₹735 Cr2,000,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
7%₹561 Cr1,900,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
7%₹554 Cr12,500,000
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
6%₹444 Cr2,600,000
↑ 100,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹367 Cr675,741
↓ -253,946
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹319 Cr270,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
4%₹301 Cr80,000
↓ -20,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹270 Cr1,800,000
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹254 Cr350,000
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹230 Cr2,500,000

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.6% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (06 Nov 24) ₹179.375 ↑ 3.05   (1.73 %)
Net Assets (Cr) ₹62,260 on 30 Sep 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 2.46
Information Ratio 0.85
Alpha Ratio 7.04
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,780
31 Oct 21₹21,000
31 Oct 22₹24,010
31 Oct 23₹31,500
31 Oct 24₹46,003

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
Invest Now

Returns for Nippon India Small 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 6 Nov 24

DurationReturns
1 Month 0.6%
3 Month 5.1%
6 Month 17.5%
1 Year 44.7%
3 Year 29.6%
5 Year 36.3%
10 Year
15 Year
Since launch 22.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.75 Yr.
Kinjal Desai25 May 186.36 Yr.

Data below for Nippon India Small Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials27.19%
Financial Services13.15%
Basic Materials12.56%
Consumer Cyclical12.32%
Technology9.2%
Consumer Defensive8.3%
Health Care7.47%
Utility1.97%
Communication Services1.57%
Energy0.93%
Real Estate0.67%
Asset Allocation
Asset ClassValue
Cash4.01%
Equity95.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,152 Cr6,650,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
2%₹1,084 Cr2,499,222
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,048 Cr1,851,010
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
1%₹857 Cr650,444
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹857 Cr899,271
↓ -50,000
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹829 Cr4,472,130
↑ 5,124
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹769 Cr27,500,000
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA
1%₹768 Cr27,190,940
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹738 Cr614,625
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹717 Cr9,100,000

3. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (06 Nov 24) ₹295.423 ↑ 3.82   (1.31 %)
Net Assets (Cr) ₹39,622 on 30 Sep 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 3.21
Information Ratio 1.38
Alpha Ratio 8.77
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,272
31 Oct 21₹15,015
31 Oct 22₹17,341
31 Oct 23₹21,201
31 Oct 24₹30,265

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Nippon India Multi 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 6 Nov 24

DurationReturns
1 Month -1%
3 Month 3.7%
6 Month 13%
1 Year 41.5%
3 Year 25.5%
5 Year 25.1%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.52 Yr.
Ashutosh Bhargava1 Sep 213.08 Yr.
Kinjal Desai25 May 186.36 Yr.

Data below for Nippon India Multi Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services27.1%
Industrials18.88%
Consumer Cyclical18.27%
Health Care7.18%
Technology6.06%
Basic Materials5.62%
Utility5.23%
Consumer Defensive3.88%
Communication Services3.02%
Energy2.76%
Real Estate0.09%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,425 Cr14,000,448
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,428 Cr11,217,355
↑ 1,017,040
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
3%₹1,294 Cr1,524,539
Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY
3%₹1,182 Cr6,300,504
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹1,121 Cr9,100,121
↑ 800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹1,093 Cr3,700,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 532555
3%₹1,019 Cr23,000,000
GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
2%₹961 Cr5,716,917
↓ -39,175
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
2%₹953 Cr25,187,817
↑ 371,510
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
2%₹893 Cr7,500,000

4. Nippon India Value Fund

(Erstwhile Reliance Regular Savings Fund - Equity Plan)

The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities.

Nippon India Value Fund is a Equity - Value fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Return for 2023 was 42.4% , 2022 was 4.8% and 2021 was 39.4% .

Below is the key information for Nippon India Value Fund

Nippon India Value Fund
Growth
Launch Date 8 Jun 05
NAV (06 Nov 24) ₹227.721 ↑ 3.73   (1.66 %)
Net Assets (Cr) ₹8,962 on 30 Sep 24
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 3.1
Information Ratio 1.82
Alpha Ratio 7.53
Min Investment 500
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,726
31 Oct 21₹16,612
31 Oct 22₹17,251
31 Oct 23₹20,227
31 Oct 24₹30,085

Nippon India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Nippon India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -1.1%
3 Month 5.6%
6 Month 13.6%
1 Year 48.2%
3 Year 21.8%
5 Year 25.2%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.4%
2022 4.8%
2021 39.4%
2020 16.3%
2019 5.7%
2018 -8.4%
2017 45.7%
2016 -1.6%
2015 6.1%
2014 56.1%
Fund Manager information for Nippon India Value Fund
NameSinceTenure
Meenakshi Dawar7 May 186.41 Yr.
Dhrumil Shah1 Jan 231.75 Yr.
Kinjal Desai25 May 186.36 Yr.

Data below for Nippon India Value Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services31.09%
Technology12.42%
Industrials12.05%
Basic Materials8.04%
Consumer Cyclical7.88%
Energy7.06%
Utility5.29%
Health Care4.56%
Communication Services3.37%
Real Estate1.7%
Consumer Defensive1.51%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity96.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
8%₹674 Cr3,889,600
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
5%₹472 Cr3,704,797
Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY
4%₹375 Cr2,000,779
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 532555
3%₹307 Cr6,934,650
Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | DIXON
3%₹283 Cr204,713
↓ -3,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL
3%₹276 Cr1,617,248
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹231 Cr628,547
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 23 | 500103
2%₹199 Cr7,108,367
↑ 2,028,029
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
2%₹195 Cr660,198
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500312
2%₹194 Cr6,524,956
↓ -2,675,044

5. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 21.3% since its launch.  Ranked 35 in Sectoral category.  Return for 2023 was 39.2% , 2022 was -9.9% and 2021 was 23.9% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (06 Nov 24) ₹517.209 ↑ 4.92   (0.96 %)
Net Assets (Cr) ₹8,769 on 30 Sep 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 2.35
Information Ratio -0.2
Alpha Ratio -0.38
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹14,942
31 Oct 21₹20,150
31 Oct 22₹19,522
31 Oct 23₹22,948
31 Oct 24₹34,675

Nippon India Pharma Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Nippon India Pharma Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month 0%
3 Month 6.2%
6 Month 19.6%
1 Year 47.8%
3 Year 19.8%
5 Year 28.3%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.2%
2022 -9.9%
2021 23.9%
2020 66.4%
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0519.51 Yr.
Kinjal Desai25 May 186.36 Yr.

Data below for Nippon India Pharma Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Health Care96.26%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
14%₹1,263 Cr6,556,349
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
8%₹735 Cr1,350,808
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
8%₹702 Cr3,203,676
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
6%₹513 Cr3,100,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY
5%₹473 Cr700,030
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP
5%₹467 Cr648,795
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 532331
4%₹307 Cr959,323
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 543350
3%₹290 Cr3,027,149
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
3%₹269 Cr1,500,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | ABBOTINDIA
3%₹252 Cr86,390

6. Nippon India Consumption Fund

(Erstwhile Reliance Media & Entertainment Fund)

The primary investment objective of the scheme is to generate continuous returns by investing in equity and equity related or fixed income securities of Media & Entertainment and other associated companies.

Nippon India Consumption Fund is a Equity - Sectoral fund was launched on 30 Sep 04. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 30 in Sectoral category.  Return for 2023 was 26.9% , 2022 was 14.2% and 2021 was 31.9% .

Below is the key information for Nippon India Consumption Fund

Nippon India Consumption Fund
Growth
Launch Date 30 Sep 04
NAV (06 Nov 24) ₹198.158 ↑ 1.71   (0.87 %)
Net Assets (Cr) ₹2,023 on 30 Sep 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.43
Sharpe Ratio 3.86
Information Ratio 0.34
Alpha Ratio 5.13
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,009
31 Oct 21₹16,409
31 Oct 22₹18,993
31 Oct 23₹20,913
31 Oct 24₹28,250

Nippon India Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Nippon India Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -6.5%
3 Month -1.1%
6 Month 11.2%
1 Year 33.7%
3 Year 19.6%
5 Year 23.6%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.9%
2022 14.2%
2021 31.9%
2020 24.9%
2019 7.3%
2018 -10.4%
2017 24.7%
2016 -3.3%
2015 8.3%
2014 41.2%
Fund Manager information for Nippon India Consumption Fund
NameSinceTenure
Kinjal Desai1 Nov 203.92 Yr.
Amar Kalkundrikar20 Oct 203.95 Yr.

Data below for Nippon India Consumption Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical39.52%
Consumer Defensive34.79%
Communication Services8.75%
Industrials6.77%
Basic Materials6.73%
Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹149 Cr870,000
↑ 50,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR
7%₹133 Cr448,000
↑ 33,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC
6%₹124 Cr2,400,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
5%₹109 Cr351,000
↑ 91,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 532424
5%₹91 Cr653,653
↑ 53,653
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 532977
4%₹80 Cr65,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | 540376
4%₹78 Cr153,506
↓ -3,494
United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | UBL
4%₹78 Cr358,537
Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 509480
4%₹73 Cr1,170,000
↑ 100,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
3%₹69 Cr52,229
↑ 22,229

7. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (06 Nov 24) ₹87.9876 ↑ 1.06   (1.21 %)
Net Assets (Cr) ₹34,432 on 30 Sep 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.59
Information Ratio 1.76
Alpha Ratio 2.61
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,645
31 Oct 21₹14,406
31 Oct 22₹15,733
31 Oct 23₹18,203
31 Oct 24₹24,807

Nippon India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Nippon India Large 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 6 Nov 24

DurationReturns
1 Month -1.2%
3 Month 2.3%
6 Month 10%
1 Year 34.9%
3 Year 19.6%
5 Year 20.1%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0717.16 Yr.
Kinjal Desai25 May 186.36 Yr.
Bhavik Dave19 Aug 240.12 Yr.

Data below for Nippon India Large Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services33.82%
Consumer Cyclical10.61%
Technology10.15%
Consumer Defensive9.85%
Industrials9.62%
Energy6.49%
Utility6.43%
Basic Materials5.86%
Health Care4.25%
Communication Services1.24%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹3,291 Cr19,000,529
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹2,100 Cr16,500,000
↑ 500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹1,979 Cr6,700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
6%₹1,956 Cr37,750,240
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹1,594 Cr8,500,084
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,323 Cr3,600,529
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
4%₹1,261 Cr16,000,644
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹1,232 Cr10,000,080
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹1,086 Cr22,500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
3%₹982 Cr2,300,000

8. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 16 in ELSS category.  Return for 2023 was 28.6% , 2022 was 6.9% and 2021 was 37.6% .

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS)
Growth
Launch Date 21 Sep 05
NAV (06 Nov 24) ₹127.892 ↑ 1.54   (1.22 %)
Net Assets (Cr) ₹16,711 on 30 Sep 24
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.75
Information Ratio 0.74
Alpha Ratio 1.99
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,399
31 Oct 21₹14,264
31 Oct 22₹14,773
31 Oct 23₹16,609
31 Oct 24₹23,153

Nippon India Tax Saver Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon India Tax Saver Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -1.8%
3 Month 2.8%
6 Month 11.5%
1 Year 38.5%
3 Year 17.4%
5 Year 18.5%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.6%
2022 6.9%
2021 37.6%
2020 -0.4%
2019 1.5%
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
2014 83%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure
Rupesh Patel1 Jul 213.25 Yr.
Ritesh Rathod19 Aug 240.12 Yr.
Kinjal Desai25 May 186.36 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services34.78%
Consumer Cyclical13.51%
Industrials10%
Consumer Defensive8.22%
Utility6.77%
Technology6.13%
Basic Materials4.88%
Energy4.74%
Health Care4.27%
Communication Services4.24%
Real Estate0.91%
Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹1,248 Cr9,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
6%₹1,022 Cr5,900,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹769 Cr4,100,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 532555
4%₹665 Cr15,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
4%₹598 Cr4,850,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
3%₹571 Cr27,000,000
↓ -1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹506 Cr1,377,783
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
3%₹496 Cr6,300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
3%₹473 Cr1,600,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
3%₹431 Cr3,300,000

9. Nippon India Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 20.9% since its launch.  Ranked 15 in Sectoral category.  Return for 2023 was 24.2% , 2022 was 20.7% and 2021 was 29.7% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (06 Nov 24) ₹582.007 ↑ 0.44   (0.07 %)
Net Assets (Cr) ₹6,389 on 30 Sep 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.94
Sharpe Ratio 1.77
Information Ratio 1.26
Alpha Ratio 6.68
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹7,563
31 Oct 21₹13,576
31 Oct 22₹14,495
31 Oct 23₹16,826
31 Oct 24₹21,245

Nippon India Banking Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Nippon India Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month 0.1%
3 Month 6.5%
6 Month 10.3%
1 Year 25.1%
3 Year 15.8%
5 Year 15.9%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.2%
2022 20.7%
2021 29.7%
2020 -10.6%
2019 10.7%
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 186.48 Yr.
Kinjal Desai25 May 186.36 Yr.
Bhavik Dave18 Jun 213.29 Yr.

Data below for Nippon India Banking Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services96.16%
Technology2.19%
Asset Allocation
Asset ClassValue
Cash1.66%
Equity98.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
21%₹1,336 Cr7,714,660
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹1,008 Cr7,915,358
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
8%₹535 Cr4,340,216
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
5%₹308 Cr2,127,608
↑ 53,857
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
5%₹306 Cr1,650,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
4%₹272 Cr3,456,809
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE
4%₹240 Cr1,300,170
↓ -116,959
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
4%₹235 Cr11,943,710
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG
3%₹203 Cr995,599
↓ -100,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
3%₹195 Cr2,520,827

10. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 30 in Focused category.  Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (06 Nov 24) ₹118.174 ↑ 1.13   (0.97 %)
Net Assets (Cr) ₹8,979 on 30 Sep 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 1.74
Information Ratio -0.22
Alpha Ratio -8.63
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,536
31 Oct 21₹16,852
31 Oct 22₹17,787
31 Oct 23₹19,573
31 Oct 24₹25,273

Nippon India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Nippon India Focused 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 6 Nov 24

DurationReturns
1 Month -2.6%
3 Month 1.2%
6 Month 12.4%
1 Year 26.8%
3 Year 14%
5 Year 20.3%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.1%
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 186.41 Yr.
Kinjal Desai25 May 186.36 Yr.
Rishit Parikh19 Aug 240.12 Yr.

Data below for Nippon India Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services35.89%
Consumer Cyclical21.27%
Industrials9.73%
Energy7.34%
Technology4.73%
Communication Services4.42%
Health Care4.23%
Consumer Defensive3.96%
Basic Materials1.77%
Asset Allocation
Asset ClassValue
Cash6.65%
Equity93.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹778 Cr4,489,641
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹585 Cr4,746,933
↑ 1,200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
6%₹574 Cr4,511,739
↓ -800,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹425 Cr2,266,749
↓ -100,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹421 Cr1,424,000
↑ 180,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | HONAUT
4%₹360 Cr73,452
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
4%₹355 Cr6,858,289
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
4%₹346 Cr605,344
↓ -3,699
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹332 Cr4,287,882
↓ -108,645
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532978
4%₹316 Cr1,600,000
↑ 1,600,000

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!

ஆன்லைனில் நிப்பான் இந்தியா மியூச்சுவல் ஃபண்டில் முதலீடு செய்வது எப்படி?

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Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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