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5 ఉత్తమ కెనరా రోబెకో SIP మ్యూచువల్ ఫండ్‌లు 2022
కెనరా రోబెకోSIP అత్యంత ప్రభావవంతమైన మార్గంమ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టండి. SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక a లాగా పనిచేస్తుందిరికరింగ్ డిపాజిట్, ఇందులో మీరు నిర్ణీత విరామం కోసం నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెట్టాలి.
SIP, అత్యంత సరసమైన పెట్టుబడి పద్ధతి కాబట్టి, ఒకరు ప్రారంభించవచ్చుపెట్టుబడి పెడుతున్నారు కేవలం INR 500. SIPతో, వారి ప్లాన్ కూడా చేయవచ్చుఆర్థిక లక్ష్యాలు ఇష్టంపదవీ విరమణ ప్రణాళిక, వివాహం, ఇల్లు/కారు కొనుగోలు, ఉన్నత విద్య మొదలైనవి.
పెట్టుబడిదారులు పెట్టుబడి పెట్టాలని యోచిస్తున్నారుఈక్విటీ ఫండ్స్, పెట్టుబడి పెట్టడానికి ఆదర్శవంతమైన మార్గంలో SIP. వారు ఈక్విటీ యొక్క ఆపదలను సమతుల్యం చేస్తారుసంత మరియు స్థిరమైన రాబడిని అందజేసేలా చూసుకోండి.
కెనరా రోబెకో SIP ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?
SIP యొక్క కొన్ని ప్రయోజనాలు:
- రూపాయి ఖర్చు సగటు
- సమ్మేళనం యొక్క శక్తి
- దీర్ఘకాలిక పొదుపు అలవాటు
- సౌకర్యవంతమైన మరియు సరసమైనది
- మార్కెట్‌కి సమయం కేటాయించాల్సిన అవసరం లేదు
కాబట్టి, పెట్టుబడిదారులు ఆసక్తిగా ఉన్నారుSIPలో పెట్టుబడి పెట్టండి ఉత్తమ కెనరా రోబెకో SIPని ఎంచుకోవచ్చుమ్యూచువల్ ఫండ్స్ క్రింద ప్రస్తావించబడింది. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.
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ఈక్విటీల కోసం కెనరా రోబెకో ద్వారా ఉత్తమ SIP మ్యూచువల్ ఫండ్
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹163.52
↑ 0.56 ₹694 1,000 26.1 39.4 73.7 36.6 28.4 41.2 Canara Robeco Consumer Trends Fund Growth ₹105.1
↓ -0.39 ₹1,486 1,000 11.3 17.9 35.2 21.2 21.6 26.4 Canara Robeco Emerging Equities Growth ₹245.45
↓ -1.20 ₹21,797 1,000 15.3 22.6 41.3 19.4 21.1 24 Canara Robeco Equity Tax Saver Growth ₹169.79
↓ -0.09 ₹7,926 500 11.9 16.9 34.7 17.8 20.2 23.7 Canara Robeco Equity Diversified Growth ₹323.51
↓ -0.31 ₹12,448 1,000 10.9 16.9 33.3 17 18.6 22.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 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 To generate capital appreciation by investing in equity and equity
related securities. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Diversified Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized return of 16.2% 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 (02 Jul 24) ₹163.52 ↑ 0.56 (0.34 %) Net Assets (Cr) ₹694 on 31 May 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.52 Sharpe Ratio 3.26 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,375 30 Jun 21 ₹13,737 30 Jun 22 ₹15,061 30 Jun 23 ₹20,140 30 Jun 24 ₹34,789 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 6.2% 3 Month 26.1% 6 Month 39.4% 1 Year 73.7% 3 Year 36.6% 5 Year 28.4% 10 Year 15 Year Since launch 16.2% 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 2.93 Yr. Shridatta Bhandwaldar 29 Sep 18 5.68 Yr. Data below for Canara Robeco Infrastructure as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 55.46% Utility 9.56% Energy 6.22% Financial Services 5.84% Technology 5.45% Basic Materials 5.38% Real Estate 2.59% Consumer Cyclical 2.42% Communication Services 0.99% Asset Allocation
Asset Class Value Cash 6.08% Equity 93.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT7% ₹47 Cr 128,901 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325556% ₹39 Cr 1,090,716 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹31 Cr 1,049,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328984% ₹27 Cr 877,546
↑ 100,000 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005504% ₹27 Cr 38,550
↓ -2,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA4% ₹25 Cr 23,000
↓ -2,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹21 Cr 425,000 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329553% ₹20 Cr 365,250
↓ -40,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000933% ₹20 Cr 305,000 ABB India Ltd (Industrials)
Equity, Since 31 Dec 20 | ABB3% ₹19 Cr 23,250 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized return of 17.3% 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 (02 Jul 24) ₹105.1 ↓ -0.39 (-0.37 %) Net Assets (Cr) ₹1,486 on 31 May 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio 2.1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,727 30 Jun 21 ₹14,946 30 Jun 22 ₹15,221 30 Jun 23 ₹19,732 30 Jun 24 ₹26,388 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 7.9% 3 Month 11.3% 6 Month 17.9% 1 Year 35.2% 3 Year 21.2% 5 Year 21.6% 10 Year 15 Year Since launch 17.3% 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 4.67 Yr. Ennette Fernandes 1 Oct 21 2.67 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 May 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.1% Financial Services 24.62% Consumer Defensive 20.86% Industrials 11.2% Communication Services 5.81% Health Care 2.41% Asset Allocation
Asset Class Value Cash 4% Equity 96% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC6% ₹95 Cr 2,225,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹69 Cr 452,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹69 Cr 503,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5002513% ₹50 Cr 110,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433203% ₹49 Cr 2,750,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5329773% ₹45 Cr 49,390 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹44 Cr 350,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UBL3% ₹43 Cr 232,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 21 | KEI3% ₹42 Cr 101,500 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹39 Cr 270,000 3. Canara Robeco Emerging Equities
CAGR/Annualized return of 18.1% 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 (02 Jul 24) ₹245.45 ↓ -1.20 (-0.49 %) Net Assets (Cr) ₹21,797 on 31 May 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 2.32 Information Ratio -0.88 Alpha Ratio -0.67 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,270 30 Jun 21 ₹15,288 30 Jun 22 ₹15,238 30 Jun 23 ₹18,454 30 Jun 24 ₹25,859 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 10.3% 3 Month 15.3% 6 Month 22.6% 1 Year 41.3% 3 Year 19.4% 5 Year 21.1% 10 Year 15 Year Since launch 18.1% 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 4.67 Yr. Amit Nadekar 28 Aug 23 0.76 Yr. Data below for Canara Robeco Emerging Equities as on 31 May 24
Equity Sector Allocation
Sector Value Consumer Cyclical 29.88% Financial Services 20.13% Industrials 13.96% Health Care 10.03% Basic Materials 7.85% Technology 6.45% Communication Services 3.05% Consumer Defensive 2.74% Utility 1.48% Real Estate 1.37% Energy 0.54% Asset Allocation
Asset Class Value Cash 2.52% Equity 97.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹1,368 Cr 12,199,769
↑ 975,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹938 Cr 31,690,932
↓ -436,675 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹830 Cr 9,763,475
↑ 622,137 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002514% ₹793 Cr 1,739,673
↑ 91,166 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008503% ₹740 Cr 13,282,031
↑ 730,297 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹687 Cr 3,154,751
↑ 11,716 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Apr 21 | MAXHEALTH3% ₹605 Cr 8,044,717
↑ 773,297 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH3% ₹594 Cr 4,075,407
↑ 599,061 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN3% ₹586 Cr 4,721,265
↑ 319,298 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL3% ₹555 Cr 4,041,411
↓ -500,000 4. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 20.2% 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 (02 Jul 24) ₹169.79 ↓ -0.09 (-0.05 %) Net Assets (Cr) ₹7,926 on 31 May 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 2.04 Information Ratio -0.6 Alpha Ratio -1.47 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,356 30 Jun 21 ₹15,446 30 Jun 22 ₹15,214 30 Jun 23 ₹18,723 30 Jun 24 ₹24,960 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 7.5% 3 Month 11.9% 6 Month 16.9% 1 Year 34.7% 3 Year 17.8% 5 Year 20.2% 10 Year 15 Year Since launch 20.2% 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 2.93 Yr. Shridatta Bhandwaldar 1 Oct 19 4.67 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 28.01% Industrials 14.86% Consumer Cyclical 13.09% Technology 8.76% Energy 6.4% Basic Materials 6.06% Consumer Defensive 5.91% Health Care 4.94% Communication Services 3.23% Utility 2.79% Real Estate 1.25% Asset Allocation
Asset Class Value Cash 4.71% Equity 95.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹519 Cr 3,387,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹451 Cr 4,026,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹338 Cr 1,181,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹311 Cr 2,211,310 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹244 Cr 664,369 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹221 Cr 6,150,988 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹211 Cr 1,540,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹193 Cr 2,320,000
↑ 100,000 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329552% ₹192 Cr 3,575,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹180 Cr 490,073 5. Canara Robeco Equity Diversified
CAGR/Annualized return of 18.2% since its launch. Ranked 68 in Multi Cap category. Return for 2023 was 22.8% , 2022 was -1.7% and 2021 was 32.6% . Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (02 Jul 24) ₹323.51 ↓ -0.31 (-0.10 %) Net Assets (Cr) ₹12,448 on 31 May 24 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 1.91 Information Ratio -0.89 Alpha Ratio -2.59 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,498 30 Jun 21 ₹14,723 30 Jun 22 ₹14,469 30 Jun 23 ₹17,684 30 Jun 24 ₹23,367 Returns for Canara Robeco Equity Diversified
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 8.2% 3 Month 10.9% 6 Month 16.9% 1 Year 33.3% 3 Year 17% 5 Year 18.6% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.8% 2022 -1.7% 2021 32.6% 2020 22.2% 2019 12.3% 2018 0.9% 2017 37.8% 2016 -2% 2015 0.1% 2014 39.7% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Pranav Gokhale 6 Nov 23 0.57 Yr. Shridatta Bhandwaldar 5 Jul 16 7.91 Yr. Data below for Canara Robeco Equity Diversified as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 27.42% Consumer Cyclical 15.98% Industrials 12.78% Technology 8.35% Basic Materials 7.3% Consumer Defensive 6.86% Health Care 5.71% Energy 5.18% Communication Services 2.97% Utility 2.57% Real Estate 1.58% Asset Allocation
Asset Class Value Cash 3.32% Equity 96.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹859 Cr 5,607,340 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK6% ₹804 Cr 7,175,550 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE5% ₹576 Cr 2,011,681 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹444 Cr 1,211,270 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 22 | BEL3% ₹383 Cr 12,950,000
↑ 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL3% ₹370 Cr 2,691,904
↓ -260,930 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY3% ₹363 Cr 2,579,688 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹320 Cr 8,900,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS2% ₹303 Cr 825,297
↑ 45,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN2% ₹300 Cr 3,617,000
↑ 100,000
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్‌పుట్‌లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
కెనరా రోబెకో SIP ఫండ్స్‌లో ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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