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జెఎం ఫైనాన్షియల్SIP దీనికి సమర్థవంతమైన మార్గంమ్యూచువల్ ఫండ్లలో పెట్టుబడి పెట్టండి. SIP అనేది ఒక పద్ధతిఇన్వెస్టింగ్ ఒక స్థిర మొత్తం, రోజూ, aమ్యూచువల్ ఫండ్ పథకం. ఇది రెగ్యులర్ సేవింగ్ స్కీమ్ల మాదిరిగానే ఉంటుందిపునరావృత డిపాజిట్. ఇక్కడ, మీరు నిర్ణీత వ్యవధిలో కొద్ది మొత్తంలో డబ్బు పెట్టుబడి పెట్టవచ్చు. SIP మీకు దీర్ఘకాలిక సాధనకు సహాయపడుతుందిఆర్థిక లక్ష్యాలు నెలవారీగా పెట్టుబడి పెట్టిన కొద్ది మొత్తంతో కూడా. ఒకపెట్టుబడిదారు నెలవారీ / త్రైమాసిక వంటి పెట్టుబడుల ఆవర్తన విరామాలతో INR 500 కంటే తక్కువ పెట్టుబడి పెట్టవచ్చు. ఇది సరళమైన మరియు సరసమైనది. ఈక్విటీలలో పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులు, సిస్టమాటిక్పెట్టుబడి ప్రణాళిక ద్వారా పెట్టుబడి పెట్టడానికి అనువైన మార్గం. SIP ఈక్విటీ పెట్టుబడుల యొక్క ఆపదలను సమతుల్యం చేస్తుంది.
వాటిలో కొన్నిSIP యొక్క ప్రయోజనాలు ఉన్నాయి:
ఆసక్తి ఉన్న పెట్టుబడిదారులుSIP లో పెట్టుబడి పెట్టండి, ఇక్కడ పెట్టుబడి పెట్టడానికి ఉత్తమమైన JM ఫైనాన్షియల్ SIP ఫండ్స్ ఉన్నాయిఈక్విటీ ఫండ్స్. ఈ నిధులు AUM, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మరియు ఇతర సమాచార నిష్పత్తులు వంటి వివిధ పారామితులను చేపట్టడం ద్వారా షార్ట్ లిస్ట్ చేయబడ్డాయి.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Multicap Fund Growth ₹105.302
↑ 0.23 ₹2,472 500 20.2 34 68 32.5 27.2 40 JM Value Fund Growth ₹105.872
↑ 0.34 ₹734 500 20.2 28.2 68.7 32.2 26.8 47.7 JM Tax Gain Fund Growth ₹49.5044
↑ 0.27 ₹146 500 18.7 29.1 51.9 25.4 23 30.9 JM Core 11 Fund Growth ₹20.353
↑ 0.05 ₹112 500 12.2 22.5 49.6 24.7 17.5 32.9 JM Large Cap Fund Growth ₹162.27
↑ 0.17 ₹192 500 11.3 21.6 46.8 22.5 19.3 29.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 24
(Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on (Erstwhile JM Basic Fund) The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus. JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a Below is the key information for JM Value Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a Below is the key information for JM Core 11 Fund Returns up to 1 year are on (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. JM Multicap Fund
CAGR/Annualized
return of 16.1% since its launch. Ranked 16 in Multi Cap
category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (04 Jul 24) ₹105.302 ↑ 0.23 (0.22 %) Net Assets (Cr) ₹2,472 on 31 May 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 3.69 Information Ratio 2.15 Alpha Ratio 20.62 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,452 30 Jun 21 ₹14,385 30 Jun 22 ₹15,018 30 Jun 23 ₹19,854 30 Jun 24 ₹32,602 Returns for JM Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 4 Jul 24 Duration Returns 1 Month 17.5% 3 Month 20.2% 6 Month 34% 1 Year 68% 3 Year 32.5% 5 Year 27.2% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% 2014 56% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 2.78 Yr. Gurvinder Wasan 1 Dec 22 1.5 Yr. Chaitanya Choksi 31 Dec 21 2.42 Yr. Data below for JM Multicap Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 23.12% Financial Services 18.96% Consumer Cyclical 18.14% Basic Materials 10.69% Technology 6% Health Care 5.08% Communication Services 4.05% Energy 3.38% Consumer Defensive 3.14% Utility 2.3% Real Estate 1.79% Asset Allocation
Asset Class Value Cash 3.35% Equity 96.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹93 Cr 825,800
↑ 100,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹83 Cr 1,000,000
↑ 151,300 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK3% ₹77 Cr 500,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹74 Cr 202,731 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹70 Cr 1,308,063
↑ 200,000 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 23 | BLUESTARCO3% ₹70 Cr 441,381
↑ 165,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹69 Cr 275,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | HUDCO3% ₹65 Cr 2,388,484 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹64 Cr 465,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | SCHAEFFLER2% ₹60 Cr 141,041
↓ -8,886 2. JM Value Fund
CAGR/Annualized
return of 17.5% since its launch. Ranked 15 in Value
category. Return for 2023 was 47.7% , 2022 was 5.3% and 2021 was 36.3% . JM Value Fund
Growth Launch Date 2 Jun 97 NAV (04 Jul 24) ₹105.872 ↑ 0.34 (0.32 %) Net Assets (Cr) ₹734 on 31 May 24 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.53 Sharpe Ratio 3.12 Information Ratio 1.41 Alpha Ratio 20.52 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,750 30 Jun 21 ₹14,164 30 Jun 22 ₹14,019 30 Jun 23 ₹19,233 30 Jun 24 ₹31,746 Returns for JM Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 4 Jul 24 Duration Returns 1 Month 18.7% 3 Month 20.2% 6 Month 28.2% 1 Year 68.7% 3 Year 32.2% 5 Year 26.8% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 47.7% 2022 5.3% 2021 36.3% 2020 13.4% 2019 11.9% 2018 -11.2% 2017 44.6% 2016 12.1% 2015 3.5% 2014 52.4% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 2.78 Yr. Asit Bhandarkar 11 Dec 06 17.48 Yr. Gurvinder Wasan 1 Dec 22 1.5 Yr. Data below for JM Value Fund as on 31 May 24
Equity Sector Allocation
Sector Value Consumer Cyclical 24.22% Financial Services 20.33% Industrials 20.27% Basic Materials 9.86% Health Care 5.81% Real Estate 4.14% Technology 4.12% Consumer Defensive 3.64% Utility 2.31% Communication Services 1.54% Energy 1.52% Asset Allocation
Asset Class Value Cash 2.25% Equity 97.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹24 Cr 210,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹23 Cr 90,000 Hindalco Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | HINDALCO3% ₹22 Cr 315,000
↑ 110,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK3% ₹22 Cr 140,605 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹21 Cr 57,500 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | HUDCO3% ₹19 Cr 710,000
↑ 190,000 REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5329553% ₹19 Cr 360,800
↑ 12,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO2% ₹18 Cr 35,000
↑ 15,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 28 Feb 21 | KPIL2% ₹17 Cr 146,010 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN2% ₹17 Cr 205,000 3. JM Tax Gain Fund
CAGR/Annualized
return of 10.3% since its launch. Ranked 18 in ELSS
category. Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (04 Jul 24) ₹49.5044 ↑ 0.27 (0.54 %) Net Assets (Cr) ₹146 on 31 May 24 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 2.63 Information Ratio 0.65 Alpha Ratio 9.68 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 ₹8,935 30 Jun 21 ₹14,283 30 Jun 22 ₹14,168 30 Jun 23 ₹18,523 30 Jun 24 ₹27,569 Returns for JM Tax Gain Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 4 Jul 24 Duration Returns 1 Month 17.7% 3 Month 18.7% 6 Month 29.1% 1 Year 51.9% 3 Year 25.4% 5 Year 23% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% 2015 -0.6% 2014 54.9% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Asit Bhandarkar 31 Dec 21 2.42 Yr. Gurvinder Wasan 1 Dec 22 1.5 Yr. Chaitanya Choksi 18 Jul 14 9.88 Yr. Data below for JM Tax Gain Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 23.1% Financial Services 19.45% Consumer Cyclical 14.47% Basic Materials 13.14% Technology 9.93% Consumer Defensive 5.73% Communication Services 5.65% Real Estate 3.33% Health Care 2.39% Utility 2.09% Asset Allocation
Asset Class Value Cash 0.74% Equity 99.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK4% ₹6 Cr 39,131
↓ -2,250 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK4% ₹6 Cr 50,975 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹6 Cr 15,500 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5328104% ₹5 Cr 105,625
↑ 16,500 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹4 Cr 45,400 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR2% ₹4 Cr 57,500 Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX2% ₹4 Cr 6,500
↓ -900 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹3 Cr 25,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | HUDCO2% ₹3 Cr 125,000 Cummins India Ltd (Industrials)
Equity, Since 31 Oct 21 | 5004802% ₹3 Cr 9,500
↓ -1,500 4. JM Core 11 Fund
CAGR/Annualized
return of 4.4% since its launch. Ranked 18 in Large Cap
category. Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% . JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (04 Jul 24) ₹20.353 ↑ 0.05 (0.27 %) Net Assets (Cr) ₹112 on 31 May 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.48 Sharpe Ratio 2.77 Information Ratio 0.7 Alpha Ratio 10.79 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,279 30 Jun 21 ₹11,462 30 Jun 22 ₹11,418 30 Jun 23 ₹14,835 30 Jun 24 ₹21,784 Returns for JM Core 11 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 4 Jul 24 Duration Returns 1 Month 12.8% 3 Month 12.2% 6 Month 22.5% 1 Year 49.6% 3 Year 24.7% 5 Year 17.5% 10 Year 15 Year Since launch 4.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.9% 2022 7.1% 2021 16.3% 2020 6.3% 2019 10.6% 2018 -5% 2017 43.1% 2016 11.1% 2015 -2.4% 2014 51.3% Fund Manager information for JM Core 11 Fund
Name Since Tenure Asit Bhandarkar 25 Feb 09 15.27 Yr. Gurvinder Wasan 1 Dec 22 1.5 Yr. Chaitanya Choksi 18 Jul 14 9.88 Yr. Data below for JM Core 11 Fund as on 31 May 24
Equity Sector Allocation
Sector Value Consumer Cyclical 28.76% Financial Services 17.45% Industrials 17.27% Basic Materials 12.02% Technology 10.79% Energy 6.24% Health Care 2.56% Asset Allocation
Asset Class Value Cash 4.93% Equity 95.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M4% ₹5 Cr 20,000
↑ 2,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK4% ₹5 Cr 40,500 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002954% ₹5 Cr 100,000
↑ 15,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | POWERINDIA4% ₹4 Cr 4,100
↓ -900 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT4% ₹4 Cr 12,000
↑ 2,000 JSW Infrastructure Ltd (Industrials)
Equity, Since 31 May 24 | 5439944% ₹4 Cr 152,000
↑ 152,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 May 24 | HINDPETRO4% ₹4 Cr 80,000
↑ 80,000 Bank of India (Financial Services)
Equity, Since 30 Apr 24 | BANKINDIA4% ₹4 Cr 330,000
↑ 75,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | SCHAEFFLER4% ₹4 Cr 9,750
↓ -150 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | JUBLFOOD4% ₹4 Cr 82,000
↑ 82,000 5. JM Large Cap Fund
CAGR/Annualized
return of 10% since its launch. Ranked 73 in Large Cap
category. Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (04 Jul 24) ₹162.27 ↑ 0.17 (0.10 %) Net Assets (Cr) ₹192 on 31 May 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.51 Sharpe Ratio 2.75 Information Ratio 0.88 Alpha Ratio 12.66 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,822 30 Jun 21 ₹13,187 30 Jun 22 ₹13,289 30 Jun 23 ₹16,422 30 Jun 24 ₹23,909 Returns for JM Large Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 4 Jul 24 Duration Returns 1 Month 12.8% 3 Month 11.3% 6 Month 21.6% 1 Year 46.8% 3 Year 22.5% 5 Year 19.3% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.6% 2022 3.4% 2021 23.2% 2020 18.1% 2019 4.9% 2018 0.8% 2017 20.9% 2016 1.8% 2015 -1.3% 2014 45.5% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 2.78 Yr. Asit Bhandarkar 5 Oct 17 6.66 Yr. Gurvinder Wasan 1 Dec 22 1.5 Yr. Data below for JM Large Cap Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 24.97% Basic Materials 16.31% Consumer Cyclical 14.46% Industrials 10.22% Technology 6.63% Energy 5.89% Health Care 5.59% Utility 5.22% Communication Services 3.58% Consumer Defensive 1.12% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT6% ₹11 Cr 29,807
↑ 10,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK5% ₹9 Cr 59,172
↑ 11,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 23 | GRASIM4% ₹9 Cr 37,000
↑ 10,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN4% ₹8 Cr 97,397
↑ 30,000 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | HINDALCO4% ₹8 Cr 113,000
↑ 37,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 24 | 5322154% ₹8 Cr 66,000
↑ 66,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5328104% ₹8 Cr 155,500
↑ 18,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK4% ₹7 Cr 64,087
↑ 24,500 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹6 Cr 24,500
↑ 9,500 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 23 | TATASTEEL3% ₹6 Cr 350,000
↑ 105,000
మీ ఎలా తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు ఒక నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్లు సాధారణంగా పెట్టుబడి పెట్టడానికి ప్రయత్నిస్తున్న SIP పెట్టుబడి మొత్తం (లక్ష్యం), అవసరమైన పెట్టుబడి సంవత్సరాల సంఖ్య, expected హించినవి వంటి ఇన్పుట్లను తీసుకుంటారుద్రవ్యోల్బణం రేట్లు (దీనికి ఒక ఖాతా అవసరం!) మరియు ఆశించిన రాబడి. అందువల్ల, లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు 10 సంవత్సరాలు INR 10,000 పెట్టుబడి పెడితే, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
మొత్తం పెట్టుబడి: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారు.): 15%
ప్రకారం ఆశించిన రాబడిసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
పై లెక్కల ప్రకారం మీరు నెలకు 10,000 రూపాయలు 10 సంవత్సరాలు పెట్టుబడి పెడితే (మొత్తం INR12,00,000
) మీరు సంపాదిస్తారుINR 27,86,573
అంటే మీరు చేసే నికర లాభంINR 15,86,573
. ఇది గొప్పది కాదా!
ఫిన్కాష్.కామ్లో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ నమోదు మరియు KYC ప్రాసెస్ను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
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