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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 December 24, 2024 , 59135 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 ₹158.51
↑ 0.53
₹866 1,000 -6.2-1.337.328.729.341.2
Canara Robeco Consumer Trends Fund Growth ₹107.19
↑ 0.03
₹1,747 1,000 -10.22.72218.120.326.4
Canara Robeco Emerging Equities Growth ₹254.16
↑ 0.60
₹24,630 1,000 -4.84.728.416.421.424
Canara Robeco Equity Tax Saver Growth ₹171.31
↑ 0.16
₹8,817 500 -7.42.419.414.220.223.7
Canara Robeco Bluechip Equity Fund Growth ₹60.65
↑ 0.12
₹14,824 1,000 -7.12.82014.117.522.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Dec 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 15.6% 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 (26 Dec 24) ₹158.51 ↑ 0.53   (0.34 %)
Net Assets (Cr) ₹866 on 30 Nov 24
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.47
Sharpe Ratio 2.14
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
30 Nov 19₹10,000
30 Nov 20₹10,121
30 Nov 21₹16,376
30 Nov 22₹18,841
30 Nov 23₹23,478
30 Nov 24₹35,684

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 26 Dec 24

DurationReturns
1 Month 0.4%
3 Month -6.2%
6 Month -1.3%
1 Year 37.3%
3 Year 28.7%
5 Year 29.3%
10 Year
15 Year
Since launch 15.6%
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 213.44 Yr.
Shridatta Bhandwaldar29 Sep 186.18 Yr.

Data below for Canara Robeco Infrastructure as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials48.45%
Utility12.25%
Energy8.03%
Technology6.57%
Financial Services6.33%
Basic Materials5.47%
Communication Services3.12%
Real Estate1.79%
Consumer Cyclical1.72%
Asset Allocation
Asset ClassValue
Cash5.06%
Equity94.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
5%₹46 Cr1,131,666
↑ 100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
5%₹45 Cr123,401
↓ -20,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹33 Cr244,750
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 532898
4%₹31 Cr977,546
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA
4%₹30 Cr21,500
↓ -1,500
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
3%₹29 Cr650,000
↑ 250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL
3%₹27 Cr166,100
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
3%₹26 Cr320,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 532810
3%₹26 Cr565,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON
3%₹25 Cr17,450
↑ 2,000

(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 16.8% 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 (26 Dec 24) ₹107.19 ↑ 0.03   (0.03 %)
Net Assets (Cr) ₹1,747 on 30 Nov 24
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.17
Sharpe Ratio 1.4
Information Ratio 0.47
Alpha Ratio 3.21
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
30 Nov 19₹10,000
30 Nov 20₹11,268
30 Nov 21₹15,523
30 Nov 22₹17,233
30 Nov 23₹20,168
30 Nov 24₹25,634

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 26 Dec 24

DurationReturns
1 Month -0.1%
3 Month -10.2%
6 Month 2.7%
1 Year 22%
3 Year 18.1%
5 Year 20.3%
10 Year
15 Year
Since launch 16.8%
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 195.17 Yr.
Ennette Fernandes1 Oct 213.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.04%
Consumer Cyclical29.97%
Consumer Defensive18.9%
Industrials8.28%
Communication Services6.08%
Health Care2.17%
Asset Allocation
Asset ClassValue
Cash4.55%
Equity95.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
6%₹101 Cr2,125,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹89 Cr497,000
↑ 45,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹82 Cr503,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
4%₹77 Cr2,750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
4%₹65 Cr502,000
↑ 60,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT
3%₹61 Cr90,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL
3%₹47 Cr750,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | UNITDSPR
3%₹46 Cr300,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | BAJAJ-AUTO
3%₹45 Cr49,390
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 21 | KEI
3%₹44 Cr101,500

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 (26 Dec 24) ₹254.16 ↑ 0.60   (0.24 %)
Net Assets (Cr) ₹24,630 on 30 Nov 24
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 1.86
Information Ratio -0.68
Alpha Ratio 5.94
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
30 Nov 19₹10,000
30 Nov 20₹11,907
30 Nov 21₹16,706
30 Nov 22₹17,522
30 Nov 23₹19,815
30 Nov 24₹26,387

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 26 Dec 24

DurationReturns
1 Month 0.9%
3 Month -4.8%
6 Month 4.7%
1 Year 28.4%
3 Year 16.4%
5 Year 21.4%
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 195.17 Yr.
Amit Nadekar28 Aug 231.26 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical33.36%
Financial Services19.4%
Industrials13.56%
Technology8.75%
Health Care7.31%
Basic Materials6.6%
Consumer Defensive3.94%
Utility2.46%
Communication Services1.49%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash2.28%
Equity97.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹1,709 Cr13,141,765
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL
5%₹1,317 Cr16,594,981
↓ -343,127
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
5%₹1,151 Cr1,693,704
↑ 198,128
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
4%₹1,056 Cr34,286,382
↓ -3,621,911
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
4%₹986 Cr9,378,945
↓ -297,271
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON
4%₹898 Cr568,150
↓ -82,511
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH
3%₹851 Cr6,215,680
↑ 368,850
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN
3%₹795 Cr6,443,963
↑ 266,631
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹754 Cr26,942,998
↑ 518,711
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR
3%₹726 Cr2,980,739

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 19.6% 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 (26 Dec 24) ₹171.31 ↑ 0.16   (0.09 %)
Net Assets (Cr) ₹8,817 on 30 Nov 24
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 1.68
Information Ratio -0.56
Alpha Ratio 3.06
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,926
30 Nov 21₹16,888
30 Nov 22₹17,976
30 Nov 23₹20,190
30 Nov 24₹25,729

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 26 Dec 24

DurationReturns
1 Month -0.9%
3 Month -7.4%
6 Month 2.4%
1 Year 19.4%
3 Year 14.2%
5 Year 20.2%
10 Year
15 Year
Since launch 19.6%
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 213.44 Yr.
Shridatta Bhandwaldar1 Oct 195.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.24%
Consumer Cyclical14.3%
Industrials11%
Technology9.67%
Consumer Defensive6.61%
Basic Materials6.45%
Health Care6.2%
Energy5.35%
Communication Services3.9%
Utility3.27%
Real Estate1.32%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity96.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹588 Cr3,387,584
↑ 250,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹559 Cr4,326,000
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
4%₹371 Cr2,111,310
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹315 Cr2,362,000
↓ -500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹289 Cr1,790,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹232 Cr639,369
↓ -50,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹231 Cr5,650,988
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹205 Cr2,495,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
2%₹177 Cr1,528,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS
2%₹165 Cr415,073

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 13.4% 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 (26 Dec 24) ₹60.65 ↑ 0.12   (0.20 %)
Net Assets (Cr) ₹14,824 on 30 Nov 24
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.71
Sharpe Ratio 1.63
Information Ratio -0.37
Alpha Ratio 4.01
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
30 Nov 19₹10,000
30 Nov 20₹11,562
30 Nov 21₹15,164
30 Nov 22₹16,152
30 Nov 23₹17,800
30 Nov 24₹22,752

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 26 Dec 24

DurationReturns
1 Month -0.6%
3 Month -7.1%
6 Month 2.8%
1 Year 20%
3 Year 14.1%
5 Year 17.5%
10 Year
15 Year
Since launch 13.4%
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 213.5 Yr.
Shridatta Bhandwaldar5 Jul 168.41 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.49%
Consumer Cyclical12.43%
Technology11.37%
Industrials9.21%
Consumer Defensive8.25%
Health Care8.25%
Communication Services4.98%
Energy4.9%
Basic Materials4.28%
Utility3.2%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹1,272 Cr7,326,256
↑ 230,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹1,200 Cr9,285,600
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹721 Cr4,104,142
↑ 100,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹695 Cr5,216,500
↓ -130,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹623 Cr3,860,316
↑ 100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹515 Cr1,420,992
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹457 Cr5,575,000
↑ 200,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
3%₹430 Cr8,800,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
3%₹389 Cr351,652
↓ -10,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹382 Cr9,350,000

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!

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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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