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ఉత్తమ SIP ప్రణాళికలు? వాటిని ఎలా ఎంచుకోవాలి? ఇలా ఆలోచిస్తున్నప్పుడు పెట్టుబడిదారుల మదిలో వచ్చే కొన్ని సాధారణ ప్రశ్నలుమ్యూచువల్ ఫండ్స్లో పెట్టుబడి పెట్టడం a ద్వారాSIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక.SIP పెట్టుబడి అత్యంత క్రమశిక్షణ కలిగిన వాటిలో ఒకటిపెట్టుబడి పెడుతున్నారు పెట్టుబడి పెట్టేటప్పుడు ఎంపికలుమ్యూచువల్ ఫండ్స్.
అంతేకాకుండా, SIP మ్యూచువల్ ఫండ్లో పెట్టుబడి పెట్టే కనీస మొత్తం INR 500 కంటే తక్కువగా ఉంటుంది. ఇది పెట్టుబడి పెట్టేలా చేస్తుందిటాప్ SIP చాలా సౌకర్యవంతంగా ప్లాన్ చేస్తుంది.
వాటిలో కొన్నిపెట్టుబడి ప్రయోజనాలు SIPలో ఇవి ఉన్నాయి:
సిస్టమాటిక్ ఇన్వెస్ట్మెంట్ ప్లాన్లు కూడా ప్రయోజనాలను అందిస్తాయిసమ్మేళనం యొక్క శక్తి. మీరు ప్రిన్సిపల్పై మాత్రమే వడ్డీని పొందినప్పుడు సాధారణ ఆసక్తి. చక్రవడ్డీ విషయంలో, వడ్డీ మొత్తం అసలుకు జోడించబడుతుంది మరియు కొత్త ప్రిన్సిపాల్ (పాత ప్రిన్సిపల్ ప్లస్ లాభాలు)పై వడ్డీ లెక్కించబడుతుంది. ఈ ప్రక్రియ ప్రతిసారీ కొనసాగుతుంది. SIPలోని మ్యూచువల్ ఫండ్లు వాయిదాలలో ఉన్నందున, అవి సమ్మేళనం చేయబడతాయి, ఇది ప్రారంభంలో పెట్టుబడి పెట్టిన మొత్తానికి మరింత జోడిస్తుంది.
క్రమబద్ధమైన పెట్టుబడి ప్రణాళిక అందించే అతిపెద్ద ప్రయోజనం రూపాయి ధర సగటు, ఇది ఆస్తి కొనుగోలు ఖర్చును సగటున పొందడానికి వ్యక్తికి సహాయపడుతుంది. మ్యూచువల్ ఫండ్లో ఒకేసారి పెట్టుబడి పెట్టేటప్పుడు నిర్దిష్ట సంఖ్యలో యూనిట్లను కొనుగోలు చేస్తారుపెట్టుబడిదారుడు ఒకేసారి, SIP విషయంలో యూనిట్ల కొనుగోలు చాలా కాలం పాటు జరుగుతుంది మరియు ఇవి నెలవారీ వ్యవధిలో (సాధారణంగా) సమానంగా విస్తరించబడతాయి. కాలక్రమేణా పెట్టుబడి విస్తరించడం వల్ల, పెట్టుబడి స్టాక్లోకి చేయబడుతుందిసంత వివిధ ధరల పాయింట్ల వద్ద పెట్టుబడిదారునికి సగటు వ్యయం యొక్క ప్రయోజనాన్ని అందజేస్తుంది, అందుకే రూపాయి ఖర్చు సగటు అనే పదం.
SIPలు ప్రజలకు పొదుపును ప్రారంభించడానికి చాలా సరసమైన ఎంపిక, ఎందుకంటే ప్రతి ఇన్స్టాల్మెంట్కు అవసరమైన కనీస మొత్తం (అది కూడా నెలవారీ!) INR 500 కంటే తక్కువగా ఉంటుంది. కొన్ని మ్యూచువల్ ఫండ్ కంపెనీలు కూడా వీటిని ఆఫర్ చేస్తాయి.మైక్రోసిప్
ఇక్కడ టిక్కెట్ పరిమాణం INR 100 కంటే తక్కువగా ఉంటుంది.
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క్రమబద్ధమైన పెట్టుబడి ప్రణాళిక చాలా కాలం పాటు విస్తరించి ఉన్నందున, స్టాక్ మార్కెట్ యొక్క అన్ని కాలాలు, హెచ్చుతగ్గులు మరియు మరీ ముఖ్యంగా తిరోగమనాలను పట్టుకుంటారు. తిరోగమనాలలో, చాలా మంది పెట్టుబడిదారులకు భయం పట్టుకున్నప్పుడు, SIP వాయిదాలు పెట్టుబడిదారుల కొనుగోలుకు భరోసానిస్తూనే ఉంటాయితక్కువ
.
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Invesco India Infrastructure Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹174.542
↑ 1.66 ₹51,566 100 19.4 25.7 59.4 33.6 34.5 48.9 Invesco India Infrastructure Fund Growth ₹68.38
↑ 0.80 ₹1,240 500 21.3 40.7 84 36.1 31 51.1 Motilal Oswal Midcap 30 Fund Growth ₹96.3037
↑ 0.73 ₹9,819 500 19.4 35.1 65.6 39.3 30.9 41.7 Kotak Small Cap Fund Growth ₹269.434
↑ 1.80 ₹15,283 1,000 19.9 22.5 46 23.7 30.3 34.8 Invesco India PSU Equity Fund Growth ₹68.16
↑ 1.07 ₹1,138 500 19.2 41.6 95.4 40.1 30 54.5 Nippon India Power and Infra Fund Growth ₹374.352
↑ 1.79 ₹5,697 100 18.5 37.2 83.7 40.2 29.4 58 L&T Emerging Businesses Fund Growth ₹86.3023
↑ 0.31 ₹14,787 500 19.2 25.9 57.7 31.5 29.4 46.1 ICICI Prudential Infrastructure Fund Growth ₹192.18
↑ 1.23 ₹5,034 100 13.4 31.7 68.5 40.5 28.9 44.6 Edelweiss Mid Cap Fund Growth ₹94.469
↑ 0.91 ₹5,864 500 19.3 30.6 61.8 27.6 28.7 38.4 IDFC Infrastructure Fund Growth ₹55.735
↑ 0.56 ₹1,171 100 23.8 49 90.8 36.7 28.7 50.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Jul 24 CAGR
5 సంవత్సరాలకు పైగా రాబడి మరియు ఫండ్ కనీసం 5 సంవత్సరాల మార్కెట్ చరిత్ర (ఫండ్ వయస్సు) కలిగి ఉంటుంది మరియు కనీసం కలిగి ఉంటుంది500 కోట్లు
నిర్వహణలో ఉన్న ఆస్తి.1. Nippon India Small Cap Fund
CAGR/Annualized
return of 23% since its launch. Ranked 6 in Small Cap
category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (03 Jul 24) ₹174.542 ↑ 1.66 (0.96 %) Net Assets (Cr) ₹51,566 on 31 May 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 2.89 Information Ratio 1.09 Alpha Ratio 7.8 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 30 Jun 19 ₹10,000 30 Jun 20 ₹8,706 30 Jun 21 ₹18,155 30 Jun 22 ₹19,715 30 Jun 23 ₹27,539 30 Jun 24 ₹42,883 Returns for Nippon India Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 9.4% 3 Month 19.4% 6 Month 25.7% 1 Year 59.4% 3 Year 33.6% 5 Year 34.5% 10 Year 15 Year Since launch 23% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Samir Rachh 2 Jan 17 7.42 Yr. Kinjal Desai 25 May 18 6.02 Yr. Data below for Nippon India Small Cap Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 33.67% Financial Services 12.9% Consumer Cyclical 11.13% Basic Materials 10.34% Technology 8.97% Health Care 7.25% Consumer Defensive 6.54% Communication Services 1.48% Utility 1.39% Energy 1.02% Real Estate 0.38% Asset Allocation
Asset Class Value Cash 4.36% Equity 95.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP2% ₹951 Cr 844,398
↓ -20,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹942 Cr 6,150,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹894 Cr 2,499,222
↓ -100,000 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹763 Cr 965,116
↓ -115,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹753 Cr 4,384,076 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹747 Cr 25,000,000 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹717 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹673 Cr 8,100,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX1% ₹672 Cr 1,851,010 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT1% ₹671 Cr 1,829,381
↑ 400,000 2. Invesco India Infrastructure Fund
CAGR/Annualized
return of 12.3% since its launch. Ranked 24 in Sectoral
category. Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% . Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (03 Jul 24) ₹68.38 ↑ 0.80 (1.18 %) Net Assets (Cr) ₹1,240 on 31 May 24 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.49 Sharpe Ratio 3.91 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,452 30 Jun 21 ₹15,391 30 Jun 22 ₹16,138 30 Jun 23 ₹21,209 30 Jun 24 ₹38,363 Returns for Invesco India Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 3% 3 Month 21.3% 6 Month 40.7% 1 Year 84% 3 Year 36.1% 5 Year 31% 10 Year 15 Year Since launch 12.3% 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 3.75 Yr. Data below for Invesco India Infrastructure Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 54.14% Utility 20.78% Basic Materials 7.94% Health Care 3.87% Energy 2.8% Financial Services 2.62% Consumer Cyclical 2.33% Technology 1.51% Communication Services 1.12% Real Estate 1.01% Asset Allocation
Asset Class Value Cash 1.87% Equity 98.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 5328987% ₹88 Cr 2,840,042
↑ 606,025 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹62 Cr 169,760 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL4% ₹48 Cr 1,623,224 NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 5325554% ₹47 Cr 1,299,723
↑ 129,500 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 5004004% ₹45 Cr 1,019,084 Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX3% ₹41 Cr 76,244 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 22 | HAL3% ₹38 Cr 77,048
↑ 19,294 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Dec 23 | SOLARINDS3% ₹38 Cr 40,188
↑ 8,938 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 5005473% ₹35 Cr 552,825
↑ 9,182 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 21 | RATNAMANI3% ₹34 Cr 98,929
↑ 5,755 3. Motilal Oswal Midcap 30 Fund
CAGR/Annualized
return of 24.5% since its launch. Ranked 27 in Mid Cap
category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (03 Jul 24) ₹96.3037 ↑ 0.73 (0.76 %) Net Assets (Cr) ₹9,819 on 30 Apr 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.45 Sharpe Ratio 4.03 Information Ratio 1.04 Alpha Ratio 18.94 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 30 Jun 19 ₹10,000 30 Jun 20 ₹8,692 30 Jun 21 ₹14,156 30 Jun 22 ₹16,857 30 Jun 23 ₹23,241 30 Jun 24 ₹38,133 Returns for Motilal Oswal Midcap 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 12.6% 3 Month 19.4% 6 Month 35.1% 1 Year 65.6% 3 Year 39.3% 5 Year 30.9% 10 Year 15 Year Since launch 24.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% 2014 Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Niket Shah 1 Jul 20 3.92 Yr. Ankush Sood 11 Nov 22 1.56 Yr. Rakesh Shetty 22 Nov 22 1.53 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Consumer Cyclical 19.8% Industrials 19.68% Technology 15.6% Financial Services 11.62% Communication Services 11.3% Health Care 6.12% Real Estate 5.88% Utility 3.76% Basic Materials 3.17% Asset Allocation
Asset Class Value Cash 3.09% Equity 96.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 54394010% ₹1,033 Cr 30,000,000 Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 53282210% ₹999 Cr 655,000,000
↑ 100,000,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433208% ₹851 Cr 47,500,000
↑ 27,500,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA8% ₹805 Cr 2,250,000
↑ 427,022 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹777 Cr 20,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT7% ₹729 Cr 2,137,892
↑ 137,892 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE4% ₹439 Cr 2,750,000
↓ -250,000 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB4% ₹438 Cr 650,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND4% ₹427 Cr 1,400,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE4% ₹410 Cr 825,619
↓ -74,381 4. Kotak Small Cap Fund
CAGR/Annualized
return of 18.6% since its launch. Ranked 23 in Small Cap
category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (03 Jul 24) ₹269.434 ↑ 1.80 (0.67 %) Net Assets (Cr) ₹15,283 on 31 May 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.48 Sharpe Ratio 2.15 Information Ratio -0.49 Alpha Ratio 2.18 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 ₹8,955 30 Jun 21 ₹19,659 30 Jun 22 ₹20,657 30 Jun 23 ₹25,804 30 Jun 24 ₹37,103 Returns for Kotak Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 9.7% 3 Month 19.9% 6 Month 22.5% 1 Year 46% 3 Year 23.7% 5 Year 30.3% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Arjun Khanna 30 Apr 22 2.09 Yr. Harish Bihani 20 Oct 23 0.62 Yr. Data below for Kotak Small Cap Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 39.96% Consumer Cyclical 20.72% Basic Materials 14.6% Health Care 8.49% Consumer Defensive 2.84% Financial Services 2.52% Technology 2.41% Communication Services 2.23% Real Estate 1.61% Asset Allocation
Asset Class Value Cash 4.12% Equity 95.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT4% ₹551 Cr 3,174,852
↑ 161,289 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV4% ₹538 Cr 3,373,532
↓ -109,697 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹527 Cr 3,718,309 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹513 Cr 3,251,576
↓ -13,262 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹452 Cr 1,328,764 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹413 Cr 6,353,571 BEML Ltd (Industrials)
Equity, Since 30 Jun 18 | 5000482% ₹321 Cr 729,789 Blue Dart Express Ltd (Industrials)
Equity, Since 31 Oct 19 | BLUEDART2% ₹320 Cr 444,525 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹318 Cr 3,441,355 Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | 5000862% ₹315 Cr 6,441,912
↓ -840,068 5. Invesco India PSU Equity Fund
CAGR/Annualized
return of 14% since its launch. Ranked 33 in Sectoral
category. Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% . Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (03 Jul 24) ₹68.16 ↑ 1.07 (1.59 %) Net Assets (Cr) ₹1,138 on 31 May 24 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.46 Sharpe Ratio 3.57 Information Ratio -0.8 Alpha Ratio 8.24 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,836 30 Jun 21 ₹13,587 30 Jun 22 ₹13,209 30 Jun 23 ₹18,874 30 Jun 24 ₹36,818 Returns for Invesco India PSU Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month -2.3% 3 Month 19.2% 6 Month 41.6% 1 Year 95.4% 3 Year 40.1% 5 Year 30% 10 Year 15 Year Since launch 14% 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 4.04 Yr. Data below for Invesco India PSU Equity Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 39.79% Utility 22.52% Financial Services 20.1% Energy 13.61% Asset Allocation
Asset Class Value Cash 3.99% Equity 96.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL10% ₹110 Cr 221,859 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL10% ₹110 Cr 3,715,873
↓ -85,349 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325558% ₹90 Cr 2,517,495
↑ 263,338 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹89 Cr 1,074,148
↑ 83,204 Coal India Ltd (Energy)
Equity, Since 31 Aug 23 | COALINDIA7% ₹84 Cr 1,711,852
↑ 98,966 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 5328987% ₹82 Cr 2,658,563
↑ 396,997 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL6% ₹66 Cr 422,237
↑ 36,345 BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 5000485% ₹55 Cr 124,817
↑ 93,051 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR5% ₹53 Cr 489,399
↑ 103,066 NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC4% ₹49 Cr 4,587,137 6. Nippon India Power and Infra Fund
CAGR/Annualized
return of 19.7% since its launch. Ranked 13 in Sectoral
category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (03 Jul 24) ₹374.352 ↑ 1.79 (0.48 %) Net Assets (Cr) ₹5,697 on 31 May 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 4.11 Information Ratio 1.72 Alpha Ratio 18.63 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,161 30 Jun 21 ₹13,274 30 Jun 22 ₹13,569 30 Jun 23 ₹19,915 30 Jun 24 ₹36,330 Returns for Nippon India Power and Infra Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 4.2% 3 Month 18.5% 6 Month 37.2% 1 Year 83.7% 3 Year 40.2% 5 Year 29.4% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sanjay Doshi 2 Jan 17 7.42 Yr. Kinjal Desai 25 May 18 6.02 Yr. Data below for Nippon India Power and Infra Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 40.85% Utility 14.2% Basic Materials 8.52% Communication Services 7.09% Energy 6.03% Real Estate 5.41% Consumer Cyclical 4.53% Technology 4.43% Health Care 2.56% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹367 Cr 1,000,000
↑ 200,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE6% ₹343 Cr 1,200,000
↑ 200,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325556% ₹341 Cr 9,500,000
↑ 1,500,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES5% ₹288 Cr 850,900
↑ 50,900 Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5005305% ₹258 Cr 85,000
↑ 15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL4% ₹247 Cr 1,800,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV4% ₹239 Cr 1,500,000
↑ 321,674 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹233 Cr 235,000
↑ 10,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT4% ₹206 Cr 40,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 23 | 5329293% ₹193 Cr 1,500,000 7. L&T Emerging Businesses Fund
CAGR/Annualized
return of 23.7% since its launch. Ranked 2 in Small Cap
category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (03 Jul 24) ₹86.3023 ↑ 0.31 (0.36 %) Net Assets (Cr) ₹14,787 on 31 May 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.84 Sharpe Ratio 2.35 Information Ratio 0.64 Alpha Ratio 0.95 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 30 Jun 19 ₹10,000 30 Jun 20 ₹7,797 30 Jun 21 ₹15,737 30 Jun 22 ₹17,233 30 Jun 23 ₹23,072 30 Jun 24 ₹35,781 Returns for L&T Emerging Businesses Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 9.8% 3 Month 19.2% 6 Month 25.9% 1 Year 57.7% 3 Year 31.5% 5 Year 29.4% 10 Year 15 Year Since launch 23.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.46 Yr. Cheenu Gupta 1 Oct 23 0.67 Yr. Sonal Gupta 1 Oct 23 0.67 Yr. Data below for L&T Emerging Businesses Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 35.57% Consumer Cyclical 13.99% Basic Materials 13.49% Financial Services 9.67% Technology 8.37% Real Estate 7.46% Health Care 4.06% Consumer Defensive 2.33% Energy 1.52% Asset Allocation
Asset Class Value Cash 2.31% Equity 97.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹502 Cr 635,400 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329293% ₹496 Cr 3,866,279 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI3% ₹389 Cr 947,670 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹365 Cr 2,573,042 EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 5008402% ₹358 Cr 8,283,239
↓ -344,234 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | SOBHA2% ₹327 Cr 1,721,853 Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000402% ₹325 Cr 1,607,279 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹324 Cr 11,291,100 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH2% ₹319 Cr 2,188,200 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI2% ₹287 Cr 842,458 8. ICICI Prudential Infrastructure Fund
CAGR/Annualized
return of 17% since its launch. Ranked 27 in Sectoral
category. Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (03 Jul 24) ₹192.18 ↑ 1.23 (0.64 %) Net Assets (Cr) ₹5,034 on 31 May 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 3.65 Information Ratio 0 Alpha Ratio 0 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 30 Jun 19 ₹10,000 30 Jun 20 ₹7,392 30 Jun 21 ₹12,936 30 Jun 22 ₹14,921 30 Jun 23 ₹21,145 30 Jun 24 ₹35,311 Returns for ICICI Prudential Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 3.4% 3 Month 13.4% 6 Month 31.7% 1 Year 68.5% 3 Year 40.5% 5 Year 28.9% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% 2014 56.2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 7 Yr. Sharmila D’mello 30 Jun 22 1.92 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 30.28% Basic Materials 17.3% Financial Services 16.46% Utility 14.21% Energy 8.28% Consumer Cyclical 2.86% Real Estate 2.39% Communication Services 1.5% Asset Allocation
Asset Class Value Cash 5.94% Equity 93.24% Debt 0.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325557% ₹351 Cr 9,765,698
↓ -346,302 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT5% ₹264 Cr 720,000
↓ -30,393 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK5% ₹247 Cr 1,610,000
↑ 110,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK5% ₹235 Cr 2,100,000
↓ -100,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL4% ₹189 Cr 1,580,723
↓ -31,290 Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJGASLTD4% ₹187 Cr 3,398,077
↑ 400,000 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹172 Cr 6,000,000
↓ -380,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Aug 23 | GRASIM3% ₹144 Cr 620,000
↓ -25,155 Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 28 Feb 23 | 5433343% ₹136 Cr 4,310,817
↑ 890,027 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO2% ₹126 Cr 300,000
↓ -60,000 9. Edelweiss Mid Cap Fund
CAGR/Annualized
return of 14.6% since its launch. Ranked 22 in Mid Cap
category. Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (03 Jul 24) ₹94.469 ↑ 0.91 (0.97 %) Net Assets (Cr) ₹5,864 on 31 May 24 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 3.08 Information Ratio -0.3 Alpha Ratio 3.84 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,062 30 Jun 21 ₹16,992 30 Jun 22 ₹16,883 30 Jun 23 ₹22,039 30 Jun 24 ₹34,916 Returns for Edelweiss Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 9.3% 3 Month 19.3% 6 Month 30.6% 1 Year 61.8% 3 Year 27.6% 5 Year 28.7% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% 2014 83.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Trideep Bhattacharya 1 Oct 21 2.67 Yr. Data below for Edelweiss Mid Cap Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 23.22% Financial Services 19.15% Consumer Cyclical 16.36% Basic Materials 11.11% Technology 9.49% Health Care 6.29% Real Estate 3.5% Utility 2.85% Communication Services 1.92% Consumer Defensive 1.87% Energy 0.95% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹226 Cr 240,705 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5002514% ₹221 Cr 484,903 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹195 Cr 572,512 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328143% ₹187 Cr 3,298,021 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹184 Cr 517,473 JSW Energy Ltd (Utilities)
Equity, Since 30 Sep 23 | JSWENERGY3% ₹167 Cr 2,723,671 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | BDL3% ₹167 Cr 1,071,474 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹159 Cr 169,704 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹156 Cr 9,637,857 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 20 | BEL3% ₹148 Cr 5,012,024 10. IDFC Infrastructure Fund
CAGR/Annualized
return of 13.8% since its launch. Ranked 1 in Sectoral
category. Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (03 Jul 24) ₹55.735 ↑ 0.56 (1.01 %) Net Assets (Cr) ₹1,171 on 30 Apr 24 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.44 Sharpe Ratio 3.99 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹7,399 30 Jun 21 ₹13,866 30 Jun 22 ₹13,265 30 Jun 23 ₹18,629 30 Jun 24 ₹34,701 Returns for IDFC Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 Jul 24 Duration Returns 1 Month 6.7% 3 Month 23.8% 6 Month 49% 1 Year 90.8% 3 Year 36.7% 5 Year 28.7% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% 2014 43.2% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 0.35 Yr. Ritika Behera 7 Oct 23 0.65 Yr. Data below for IDFC Infrastructure Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Industrials 58.06% Basic Materials 12.33% Utility 9.83% Communication Services 4.94% Consumer Cyclical 4.1% Technology 2.71% Health Care 1.64% Financial Services 1.35% Energy 0.42% Asset Allocation
Asset Class Value Cash 4.63% Equity 95.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹73 Cr 426,753
↓ -39,681 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹72 Cr 195,375 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS5% ₹65 Cr 450,239
↑ 143,423 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹56 Cr 1,905,598 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT4% ₹51 Cr 431,238 Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 5327793% ₹44 Cr 291,337 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO3% ₹39 Cr 38,965 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322863% ₹38 Cr 366,666 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹37 Cr 1,619,950 H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA3% ₹35 Cr 231,984
↓ -5,777
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పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
జ: లేదు, మీ నుండి మొత్తం డెబిట్ చేయబడే కాలంబ్యాంక్ ఖాతా మీరు పెట్టుబడి పెట్టాలని నిర్ణయించుకున్న SIPపై ఆధారపడి ఉంటుంది. మీరు దీన్ని ఎంచుకోవచ్చుSIPలో పెట్టుబడి పెట్టండి ఒక సంవత్సరం కాలం నుండి 10+ సంవత్సరాల వరకు హక్కు. SIP యొక్క కాలవ్యవధిపై ఆధారపడి, మీ ఖాతా నుండి మొత్తం తీసివేయబడుతుంది.
జ: అవును, అవి ఒకేలా ఉన్నాయి. మీరు ఆఫర్ డాక్యుమెంట్ను చదివినప్పుడు, SIP పదాన్ని జాగ్రత్తగా తనిఖీ చేయండి, ఇది మీ ఖాతా నుండి డబ్బు తీసివేయబడే కాలం/పదవీకాలం మీకు తెలియజేస్తుంది. పదవీకాలాన్ని ఎంచుకోవడం పూర్తిగా పెట్టుబడిదారుడి ఎంపిక.
జ: మీరు SIPని తప్పనిసరి చేసే ప్లాన్ని ఎంచుకున్నట్లయితే, మీరు ఆ పదవీకాలాన్ని పూర్తి చేయాలి. పదవీకాలం తర్వాత, మీరు మొత్తం మొత్తాన్ని విత్డ్రా చేసుకోవచ్చు. అయితే, మీరు పెట్టుబడిని పునరుద్ధరించాలనుకుంటే, మీరు పదవీకాలాన్ని మార్చుకోవచ్చు మరియు మరింత పొడిగించిన ఆదేశంతో వేరే SIPని ఎంచుకోవచ్చు.
జ: మీరు సౌకర్యవంతమైన SIPలలో పెట్టుబడి పెట్టడాన్ని ఎంచుకోవచ్చు. ఈ SIPలు పెట్టుబడి వ్యవధిలో మీరు పెట్టుబడి పెట్టగల డబ్బు మొత్తాన్ని మార్చడానికి మిమ్మల్ని అనుమతిస్తాయి. మీ పదవీ కాలంలో, మీరు SIPలలో పెట్టుబడి పెట్టాలనుకునే మొత్తాన్ని మీపై ఆధారపడి మార్చుకోవచ్చునగదు ప్రవాహం.
జ: దీర్ఘకాలిక SIP అంటే మీరు దాదాపు 5 నుండి 10 సంవత్సరాల పాటు పెట్టుబడి పెట్టవచ్చు. ఆదర్శవంతంగా, దీర్ఘకాలిక SIPలు మంచి రాబడిని ఇవ్వడానికి ఎక్కువ అవకాశాలను కలిగి ఉంటాయి.
జ: మీరు SIP పదవీకాలాన్ని పూర్తి చేయడానికి ముందు దాని నుండి వైదొలగకుంటే ఉత్తమం. కొన్నిసార్లు పెట్టుబడికి నిష్క్రమణ లోడ్ ఉండకపోవచ్చు, కానీ అది పూర్తిగా నిర్దిష్ట SIPపై ఆధారపడి ఉంటుంది. మీరు చేస్తున్న పెట్టుబడి గురించి మీకు ఖచ్చితంగా తెలియకుంటే, మీరు ఒక సంవత్సరానికి కేవలం INR 500 మాత్రమే పెట్టుబడి పెట్టడం ద్వారా చిన్నగా ప్రారంభించాలి. మీ రిస్క్ తీసుకునే ఆకలి పెరిగే కొద్దీ, మీరు మీ పెట్టుబడిని పెంచుకోవచ్చు.
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Well explanation with indepth details.very inspirational information for investment in MF. Thanks.
Great! Informative SIP Thread. Very well covered and presented.