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5 بہترین Canara Robeco SIP میوچل فنڈز 2022 - Fincash

فنکاش »کینرا روبیکو میوچل فنڈ »کینرا روبیکو ایس آئی پی فنڈز

5 بہترین Canara Robeco SIP میوچل فنڈز 2022

Updated on November 5, 2024 , 58926 views

کینارا روبیکوگھونٹ سب سے زیادہ مؤثر طریقہ ہےمیوچل فنڈز میں سرمایہ کاری کریں۔. SIP یا منظمسرمایہ کاری کا منصوبہ ایک کی طرح کام کرتا ہے۔ریکرنگ ڈپازٹجس میں آپ کو ایک مقررہ وقفہ کے لیے ماہانہ تھوڑی سی رقم کی سرمایہ کاری کرنے کی ضرورت ہے۔

SIP، سرمایہ کاری کا سب سے سستا طریقہ ہونے کی وجہ سے، کوئی بھی شروع کر سکتا ہے۔سرمایہ کاری صرف INR 500۔ ایک SIP کے ساتھ، کوئی بھی اپنا منصوبہ بنا سکتا ہے۔مالی اہداف پسندریٹائرمنٹ پلاننگشادی، گھر/گاڑی کی خریداری، اعلیٰ تعلیم وغیرہ۔

سرمایہ کار سرمایہ کاری کرنے کی منصوبہ بندی کر رہے ہیں۔ایکویٹی فنڈز, سرمایہ کاری کے لیے ایک مثالی طریقے سے SIP۔ وہ ایکویٹی کے نقصانات کو متوازن کرتے ہیں۔مارکیٹ اور مستحکم واپسی کی فراہمی کو یقینی بنائیں۔

کینرا روبیکو ایس آئی پی فنڈ میں کیوں سرمایہ کاری کریں؟

SIP کے کچھ فوائد یہ ہیں:

  • روپے کی اوسط لاگت
  • کمپاؤنڈنگ کی طاقت
  • طویل مدتی بچت کی عادت
  • لچکدار اور سستی
  • مارکیٹ میں وقت لگانے کی ضرورت نہیں ہے۔

اس طرح، سرمایہ کاروں کو دلچسپیSIP میں سرمایہ کاری کریں۔ بہترین Canara Robeco SIP کا انتخاب کر سکتے ہیں۔باہمی چندہ مندرجہ ذیل. ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔

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ایکویٹیز کے لیے کینارا روبیکو کا بہترین ایس آئی پی میوچل فنڈ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Canara Robeco Infrastructure Growth ₹161.02
↓ -1.46
₹883 1,000 0.618.560.628.329.341.2
Canara Robeco Consumer Trends Fund Growth ₹108.87
↓ -0.93
₹1,849 1,000 1.611.333.816.820.626.4
Canara Robeco Emerging Equities Growth ₹250.23
↓ -2.89
₹25,507 1,000 2.415.73814.721.624
Canara Robeco Equity Tax Saver Growth ₹173.97
↓ -1.28
₹9,256 500 1.513.633.513.520.923.7
Canara Robeco Bluechip Equity Fund Growth ₹60.91
↓ -0.63
₹15,312 1,000 1.312.431.812.617.922.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 24

1. Canara Robeco Infrastructure

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 CAGR/Annualized return of 15.8% since its launch.  Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% .

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (07 Nov 24) ₹161.02 ↓ -1.46   (-0.90 %)
Net Assets (Cr) ₹883 on 30 Sep 24
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.47
Sharpe Ratio 2.94
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,008
31 Oct 21₹16,390
31 Oct 22₹18,486
31 Oct 23₹21,810
31 Oct 24₹35,302

Canara Robeco Infrastructure SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Canara Robeco Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month 0.3%
3 Month 0.6%
6 Month 18.5%
1 Year 60.6%
3 Year 28.3%
5 Year 29.3%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 213.27 Yr.
Shridatta Bhandwaldar29 Sep 186.01 Yr.

Data below for Canara Robeco Infrastructure as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials51.71%
Utility11.27%
Energy7.87%
Technology6.2%
Financial Services5.98%
Basic Materials5.64%
Communication Services3.22%
Real Estate2.13%
Consumer Cyclical1.84%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
6%₹53 Cr143,401
↓ -25,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
5%₹46 Cr1,031,666
↓ -169,050
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹36 Cr122,375
↓ -15,125
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 532898
4%₹34 Cr977,546
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA
4%₹33 Cr23,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
3%₹28 Cr166,100
↓ -13,900
Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 500550
3%₹28 Cr38,550
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 532810
3%₹28 Cr565,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
3%₹26 Cr343,150
↓ -31,850
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
3%₹25 Cr320,000

(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 CAGR/Annualized return of 17.1% since its launch.  Ranked 16 in Sectoral category.  Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% .

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (07 Nov 24) ₹108.87 ↓ -0.93   (-0.85 %)
Net Assets (Cr) ₹1,849 on 30 Sep 24
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.17
Sharpe Ratio 3.08
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,093
31 Oct 21₹15,629
31 Oct 22₹16,963
31 Oct 23₹18,431
31 Oct 24₹25,534

Canara Robeco Consumer Trends 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 Canara Robeco Consumer Trends Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -3.5%
3 Month 1.6%
6 Month 11.3%
1 Year 33.8%
3 Year 16.8%
5 Year 20.6%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.01 Yr.
Ennette Fernandes1 Oct 213 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical31.24%
Financial Services28.46%
Consumer Defensive21.01%
Industrials8.3%
Communication Services6.07%
Health Care2.24%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
6%₹110 Cr2,125,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹86 Cr503,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
4%₹78 Cr452,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
4%₹75 Cr2,750,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 500251
4%₹68 Cr90,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 532977
3%₹61 Cr49,390
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
3%₹56 Cr442,000
↑ 150,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UBL
3%₹50 Cr232,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Oct 23 | CHOLAHLDNG
3%₹49 Cr242,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 532424
3%₹49 Cr350,000

3. Canara Robeco Emerging Equities

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 CAGR/Annualized return of 17.8% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (07 Nov 24) ₹250.23 ↓ -2.89   (-1.14 %)
Net Assets (Cr) ₹25,507 on 30 Sep 24
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 2.75
Information Ratio -0.92
Alpha Ratio 4.26
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,722
31 Oct 21₹17,309
31 Oct 22₹17,557
31 Oct 23₹18,680
31 Oct 24₹26,236

Canara Robeco Emerging Equities SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -1%
3 Month 2.4%
6 Month 15.7%
1 Year 38%
3 Year 14.7%
5 Year 21.6%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.01 Yr.
Amit Nadekar28 Aug 231.1 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical32.01%
Financial Services19.23%
Industrials12.16%
Technology9.12%
Health Care8.39%
Basic Materials7.58%
Consumer Defensive2.85%
Communication Services2.6%
Utility1.58%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹1,865 Cr14,653,623
↑ 200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
4%₹1,139 Cr16,636,542
↓ -647,067
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
4%₹1,078 Cr37,814,127
↑ 1,300,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
4%₹1,069 Cr1,411,809
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
4%₹1,053 Cr9,555,141
↓ -9,592
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN
4%₹961 Cr5,977,638
↓ -69,313
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH
4%₹933 Cr5,731,830
↑ 191,076
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON
4%₹923 Cr668,929
↑ 17,648
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
3%₹799 Cr2,811,873
↓ -25,923
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹666 Cr24,370,812
↑ 2,750,000

4. Canara Robeco Equity Tax Saver

(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 CAGR/Annualized return of 19.9% since its launch.  Ranked 36 in ELSS category.  Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% .

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (07 Nov 24) ₹173.97 ↓ -1.28   (-0.73 %)
Net Assets (Cr) ₹9,256 on 30 Sep 24
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.76
Information Ratio -0.55
Alpha Ratio 2.38
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₹10,944
31 Oct 21₹17,411
31 Oct 22₹17,614
31 Oct 23₹18,822
31 Oct 24₹25,753

Canara Robeco Equity Tax Saver 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 Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -0.6%
3 Month 1.5%
6 Month 13.6%
1 Year 33.5%
3 Year 13.5%
5 Year 20.9%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Mishra26 Jun 213.27 Yr.
Shridatta Bhandwaldar1 Oct 195.01 Yr.

Data below for Canara Robeco Equity Tax Saver as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services26.88%
Consumer Cyclical13.8%
Industrials11.41%
Technology9.59%
Basic Materials6.92%
Consumer Defensive6.61%
Health Care6.15%
Energy6.05%
Communication Services3.92%
Utility3.75%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash3.81%
Equity96.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
6%₹543 Cr3,137,584
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹525 Cr4,126,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹423 Cr1,431,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
4%₹396 Cr2,111,310
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹306 Cr1,790,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹253 Cr689,369
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹250 Cr5,650,988
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹197 Cr2,495,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
2%₹188 Cr1,528,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
2%₹183 Cr237,950

5. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 52 in Large Cap category.  Return for 2023 was 22.2% , 2022 was 0.8% and 2021 was 24.5% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (07 Nov 24) ₹60.91 ↓ -0.63   (-1.02 %)
Net Assets (Cr) ₹15,312 on 30 Sep 24
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.71
Sharpe Ratio 2.72
Information Ratio -0.62
Alpha Ratio 3.01
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,603
31 Oct 21₹15,922
31 Oct 22₹15,948
31 Oct 23₹17,079
31 Oct 24₹22,819

Canara Robeco Bluechip 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Canara Robeco Bluechip 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 7 Nov 24

DurationReturns
1 Month -1.3%
3 Month 1.3%
6 Month 12.4%
1 Year 31.8%
3 Year 12.6%
5 Year 17.9%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.2%
2022 0.8%
2021 24.5%
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 213.34 Yr.
Shridatta Bhandwaldar5 Jul 168.25 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services29.39%
Consumer Cyclical11.69%
Technology10.25%
Industrials9.11%
Health Care8.85%
Consumer Defensive7.97%
Energy5.74%
Communication Services4.96%
Basic Materials4.75%
Utility2.71%
Asset Allocation
Asset ClassValue
Cash4.59%
Equity95.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹1,229 Cr7,096,256
↑ 75,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹1,182 Cr9,285,600
↑ 130,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹789 Cr2,673,250
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹751 Cr4,004,142
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹643 Cr3,760,316
↓ -200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹522 Cr1,420,992
↓ -65,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
3%₹456 Cr8,800,000
↑ 850,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
3%₹427 Cr361,652
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹423 Cr5,375,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹414 Cr9,350,000
↓ -700,000

SIP سرمایہ کاری کیسے بڑھتی ہے؟

جاننا چاہتے ہیں کہ آپ کیسا ہے۔SIP سرمایہ کاری اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک خاص رقم کی سرمایہ کاری کریں گے تو ترقی ہوگی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔

ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر

SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!

فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-

ماہانہ سرمایہ کاری: INR 10,000

سرمایہ کاری کی مدت: 10 سال

سرمایہ کاری کی کل رقم: INR 12,00,000

طویل مدتی ترقی کی شرح (تقریباً): 15%

کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573

خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)

مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!

کینارا روبیکو ایس آئی پی فنڈز میں آن لائن سرمایہ کاری کیسے کریں؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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