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রিলায়েন্সচুমুক মিউচুয়াল ফান্ড একটি আদর্শ উপায়মিউচুয়াল ফান্ডে বিনিয়োগ করুনবিশেষ করে দীর্ঘ সময়ের জন্য-মেয়াদী পরিকল্পনা. একটি এসআইপিতে, আপনি একটি নির্দিষ্ট ব্যবধানে অল্প পরিমাণ বিনিয়োগ করতে পারেন, যা বছরের পর বছর ধরে একটি উল্লেখযোগ্য কর্পাস তৈরি করার সম্ভাবনা তৈরি করে।
রিলায়েন্স এসআইপি-এর মাধ্যমে আপনি যে স্কিমে বিনিয়োগ করতে চান তাতে প্রতি মাসে আপনি 100 টাকা জমা দিতে পারেন।বিনিয়োগ একটি ছোট পরিমাণ নিয়মিত, আপনি আপনার অর্জন করতে পারেনআর্থিক লক্ষ্য সময়মত গোলের মতোঅবসর পরিকল্পনা, বিবাহ, একটি বাড়ি/গাড়ি কেনা ইত্যাদি, একটি SIP এর মাধ্যমে অর্জন করা যেতে পারে৷
কেন রিলায়েন্স এসআইপি ফান্ডে বিনিয়োগ করবেন?
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এখানে বিনিয়োগ করতে আগ্রহী বিনিয়োগকারীরা সেরা রিলায়েন্স এসআইপিযৌথ পুঁজি ইক্যুইটি বিভাগে। এই তহবিলগুলি AUM এর মতো পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি
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অক্টোবর 2019 থেকে,রিলায়েন্স মিউচুয়াল ফান্ড নিপ্পন ইন্ডিয়া মিউচুয়াল ফান্ড হিসাবে নামকরণ করা হয়েছে। নিপ্পন লাইফ রিলায়েন্স নিপ্পন অ্যাসেট ম্যানেজমেন্ট (RNAM)-এর অধিকাংশ (75%) অংশীদারিত্ব অর্জন করেছে। কাঠামো ও ব্যবস্থাপনায় কোনো পরিবর্তন ছাড়াই কোম্পানিটি তার কার্যক্রম চালিয়ে যাবে।
ইক্যুইটি ফান্ডের জন্য সেরা নিপ্পন বা রিলায়েন্স মিউচুয়াল ফান্ড এসআইপি
(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. Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies. Research Highlights for Nippon India Pharma Fund Below is the key information for Nippon India Pharma Fund Returns up to 1 year are on 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. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on The primary investment objective of Reliance US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Research Highlights for Nippon India US Equity Opportunites Fund Below is the key information for Nippon India US Equity Opportunites Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Equity Plan) The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities. Research Highlights for Nippon India Value Fund Below is the key information for Nippon India Value Fund Returns up to 1 year are on The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Research Highlights for Nippon India Japan Equity Fund Below is the key information for Nippon India Japan Equity Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Multi Cap Fund Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile Reliance Quant Plus Fund) The investment objective of the scheme is to generate capital appreciation through investment in equity and equity related instruments. The scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected from Nifty 50 on the basis of a mathematical model. Research Highlights for Nippon India Quant Fund Below is the key information for Nippon India Quant Fund Returns up to 1 year are on The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s
investment objective shall be achieved. Research Highlights for Nippon India Tax Saver Fund (ELSS) Below is the key information for Nippon India Tax Saver Fund (ELSS) Returns up to 1 year are on (Erstwhile Reliance Top 200 Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Large Cap Fund Below is the key information for Nippon India Large Cap 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 (%) 2024 (%) Nippon India Power and Infra Fund Growth ₹372.075
↓ -9.47 ₹6,534 100 5.5 4.9 12.4 25.6 24.3 -0.5 Nippon India Pharma Fund Growth ₹530.667
↓ -7.89 ₹7,898 100 4.8 3 9.1 23.1 12.9 -3.3 Nippon India Small Cap Fund Growth ₹170.269
↓ -3.95 ₹61,809 100 3.5 0 8.2 20 21.6 -4.7 Nippon India US Equity Opportunites Fund Growth ₹39.5976
↓ -0.04 ₹679 100 7.3 6.4 20.7 19.9 10.6 12.1 Nippon India Value Fund Growth ₹218.744
↓ -5.44 ₹7,993 100 -5.7 -6.5 -0.1 19.2 17.1 4.2 Nippon India Japan Equity Fund Growth ₹26.7511
↑ 0.04 ₹291 100 4.5 19.2 34.4 19.1 10.6 19.8 Nippon India Multi Cap Fund Growth ₹291.141
↓ -7.07 ₹46,321 100 -3.1 -4.2 3.3 18.6 20.5 4.1 Nippon India Quant Fund Growth ₹69.6599
↓ -1.37 ₹100 100 -7.8 -5.1 -0.1 16.5 15.3 7.8 Nippon India Tax Saver Fund (ELSS) Growth ₹126.084
↓ -2.77 ₹13,422 500 -4.6 -4.5 1.6 15.9 14.6 6 Nippon India Large Cap Fund Growth ₹86.5421
↓ -1.80 ₹46,521 100 -7.6 -7.5 -1.6 14.4 16 9.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Power and Infra Fund Nippon India Pharma Fund Nippon India Small Cap Fund Nippon India US Equity Opportunites Fund Nippon India Value Fund Nippon India Japan Equity Fund Nippon India Multi Cap Fund Nippon India Quant Fund Nippon India Tax Saver Fund (ELSS) Nippon India Large Cap Fund Point 1 Lower mid AUM (₹6,534 Cr). Lower mid AUM (₹7,898 Cr). Highest AUM (₹61,809 Cr). Bottom quartile AUM (₹679 Cr). Upper mid AUM (₹7,993 Cr). Bottom quartile AUM (₹291 Cr). Upper mid AUM (₹46,321 Cr). Bottom quartile AUM (₹100 Cr). Upper mid AUM (₹13,422 Cr). Top quartile AUM (₹46,521 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (10+ yrs). Established history (20+ yrs). Established history (11+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 2★ (lower mid). Rating: 4★ (top quartile). Not Rated. Not Rated. Rating: 4★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.29% (top quartile). 5Y return: 12.87% (bottom quartile). 5Y return: 21.59% (top quartile). 5Y return: 10.64% (bottom quartile). 5Y return: 17.12% (upper mid). 5Y return: 10.62% (bottom quartile). 5Y return: 20.45% (upper mid). 5Y return: 15.32% (lower mid). 5Y return: 14.65% (lower mid). 5Y return: 16.03% (upper mid). Point 6 3Y return: 25.64% (top quartile). 3Y return: 23.11% (top quartile). 3Y return: 19.97% (upper mid). 3Y return: 19.92% (upper mid). 3Y return: 19.23% (upper mid). 3Y return: 19.09% (lower mid). 3Y return: 18.62% (lower mid). 3Y return: 16.54% (bottom quartile). 3Y return: 15.87% (bottom quartile). 3Y return: 14.40% (bottom quartile). Point 7 1Y return: 12.37% (upper mid). 1Y return: 9.12% (upper mid). 1Y return: 8.19% (upper mid). 1Y return: 20.72% (top quartile). 1Y return: -0.11% (bottom quartile). 1Y return: 34.43% (top quartile). 1Y return: 3.29% (lower mid). 1Y return: -0.12% (bottom quartile). 1Y return: 1.57% (lower mid). 1Y return: -1.55% (bottom quartile). Point 8 Alpha: -0.88 (bottom quartile). Alpha: 0.02 (lower mid). Alpha: 0.92 (top quartile). Alpha: -17.98 (bottom quartile). Alpha: -0.79 (lower mid). Alpha: -4.62 (bottom quartile). Alpha: 0.48 (upper mid). Alpha: 2.65 (top quartile). Alpha: 0.39 (upper mid). Alpha: 0.82 (upper mid). Point 9 Sharpe: -0.19 (upper mid). Sharpe: -0.25 (upper mid). Sharpe: -0.42 (lower mid). Sharpe: 0.31 (top quartile). Sharpe: -0.54 (bottom quartile). Sharpe: 1.45 (top quartile). Sharpe: -0.40 (lower mid). Sharpe: -0.32 (upper mid). Sharpe: -0.45 (bottom quartile). Sharpe: -0.49 (bottom quartile). Point 10 Information ratio: 0.38 (lower mid). Information ratio: -0.77 (bottom quartile). Information ratio: -0.21 (lower mid). Information ratio: -1.36 (bottom quartile). Information ratio: 1.54 (top quartile). Information ratio: -1.24 (bottom quartile). Information ratio: 0.49 (upper mid). Information ratio: 1.28 (top quartile). Information ratio: 0.55 (upper mid). Information ratio: 1.17 (upper mid). Nippon India Power and Infra Fund
Nippon India Pharma Fund
Nippon India Small Cap Fund
Nippon India US Equity Opportunites Fund
Nippon India Value Fund
Nippon India Japan Equity Fund
Nippon India Multi Cap Fund
Nippon India Quant Fund
Nippon India Tax Saver Fund (ELSS)
Nippon India Large Cap Fund
সম্পদ >= 100 কোটি এবং সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (12 May 26) ₹372.075 ↓ -9.47 (-2.48 %) Net Assets (Cr) ₹6,534 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.19 Information Ratio 0.38 Alpha Ratio -0.88 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 Apr 21 ₹10,000 30 Apr 22 ₹12,756 30 Apr 23 ₹15,368 30 Apr 24 ₹27,201 30 Apr 25 ₹27,073 30 Apr 26 ₹31,533 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 5.8% 3 Month 5.5% 6 Month 4.9% 1 Year 12.4% 3 Year 25.6% 5 Year 24.3% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.5% 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.94 Yr. Rahul Modi 19 Aug 24 1.7 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Power and Infra Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 35.15% Utility 22.71% Consumer Cyclical 10.87% Energy 10.01% Basic Materials 6.11% Technology 4.98% Financial Services 3.58% Health Care 2.11% Communication Services 2.08% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 0.74% Equity 99.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE9% ₹667 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT7% ₹541 Cr 1,346,958
↑ 182,621 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹525 Cr 13,154,060
↓ -645,940 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹288 Cr 26,191,079
↑ 1,700,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004003% ₹265 Cr 5,950,789
↓ -1,650,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹245 Cr 6,948,468
↑ 100,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000932% ₹176 Cr 2,170,014
↓ -550,000 Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | 5336552% ₹176 Cr 3,073,288
↑ 60,249 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5328102% ₹175 Cr 3,900,000
↑ 300,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325382% ₹174 Cr 150,000 2. Nippon India Pharma Fund
Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (12 May 26) ₹530.667 ↓ -7.89 (-1.47 %) Net Assets (Cr) ₹7,898 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.81 Sharpe Ratio -0.25 Information Ratio -0.77 Alpha Ratio 0.02 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 Apr 21 ₹10,000 30 Apr 22 ₹10,384 30 Apr 23 ₹10,256 30 Apr 24 ₹15,499 30 Apr 25 ₹17,974 30 Apr 26 ₹18,700 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 6.7% 3 Month 4.8% 6 Month 3% 1 Year 9.1% 3 Year 23.1% 5 Year 12.9% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.3% 2023 34% 2022 39.2% 2021 -9.9% 2020 23.9% 2019 66.4% 2018 1.7% 2017 3.6% 2016 7.6% 2015 -10.6% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 21.1 Yr. Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Pharma Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Health Care 98.68% Asset Allocation
Asset Class Value Cash 1.32% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA14% ₹1,158 Cr 6,406,349
↑ 150,000 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002578% ₹665 Cr 2,883,991 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY7% ₹589 Cr 4,449,746
↑ 700,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB7% ₹553 Cr 850,754 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000875% ₹458 Cr 3,495,054 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP5% ₹419 Cr 548,795 Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDPLUS4% ₹316 Cr 3,627,277 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | VIJAYA3% ₹281 Cr 2,486,684
↓ -400,000 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE3% ₹273 Cr 2,555,745 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5323313% ₹267 Cr 946,323 3. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (12 May 26) ₹170.269 ↓ -3.95 (-2.26 %) Net Assets (Cr) ₹61,809 on 31 Mar 26 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.42 Information Ratio -0.21 Alpha Ratio 0.92 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 Apr 21 ₹10,000 30 Apr 22 ₹13,940 30 Apr 23 ₹15,417 30 Apr 24 ₹24,830 30 Apr 25 ₹24,849 30 Apr 26 ₹27,423 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 5.9% 3 Month 3.5% 6 Month 0% 1 Year 8.2% 3 Year 20% 5 Year 21.6% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.7% 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 9.33 Yr. Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Small Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 22.21% Financial Services 15.35% Consumer Cyclical 14.04% Basic Materials 11.29% Consumer Defensive 10.12% Health Care 9.73% Technology 7.12% Utility 3.51% Communication Services 1.04% Real Estate 0.84% Energy 0.78% Asset Allocation
Asset Class Value Cash 3.97% Equity 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,278 Cr 5,350,645
↓ -2,649,355 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,119 Cr 15,300,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹923 Cr 31,907,252 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹869 Cr 879,502 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS1% ₹830 Cr 9,753,276 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹798 Cr 32,507,422
↑ 3,000,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹784 Cr 8,000,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 26 | INFY1% ₹750 Cr 6,000,000
↑ 4,000,000 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹731 Cr 17,144,089
↑ 11,668 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | 5136831% ₹725 Cr 26,990,331 4. Nippon India US Equity Opportunites Fund
Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (11 May 26) ₹39.5976 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹679 on 31 Mar 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.4 Sharpe Ratio 0.31 Information Ratio -1.36 Alpha Ratio -17.98 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 Apr 21 ₹10,000 30 Apr 22 ₹9,014 30 Apr 23 ₹9,281 30 Apr 24 ₹12,017 30 Apr 25 ₹12,913 30 Apr 26 ₹15,912 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 8.6% 3 Month 7.3% 6 Month 6.4% 1 Year 20.7% 3 Year 19.9% 5 Year 10.6% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.1% 2023 21.3% 2022 32.4% 2021 -19% 2020 22.2% 2019 22.4% 2018 31.8% 2017 7.7% 2016 16.9% 2015 8.2% Fund Manager information for Nippon India US Equity Opportunites Fund
Name Since Tenure Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India US Equity Opportunites Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 27.19% Communication Services 19.41% Consumer Cyclical 16.81% Financial Services 13.22% Health Care 12.34% Basic Materials 3.5% Consumer Defensive 1.97% Asset Allocation
Asset Class Value Cash 5.56% Equity 94.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL10% ₹73 Cr 19,979 Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology)
Equity, Since 31 Jan 23 | TSFA8% ₹60 Cr 15,833
↓ -3,868 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN8% ₹59 Cr 23,439 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Oct 16 | META6% ₹47 Cr 8,008 Charles Schwab Corp (Financial Services)
Equity, Since 31 Jul 22 | SCHW5% ₹38 Cr 43,625 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT5% ₹37 Cr 9,433 Mastercard Inc Class A (Financial Services)
Equity, Since 31 Jul 15 | MA4% ₹31 Cr 6,571 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG4% ₹31 Cr 19,625 Applied Materials Inc (Technology)
Equity, Since 31 Jan 25 | AMAT4% ₹31 Cr 8,123 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V4% ₹30 Cr 9,396 5. Nippon India Value Fund
Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (12 May 26) ₹218.744 ↓ -5.44 (-2.42 %) Net Assets (Cr) ₹7,993 on 31 Mar 26 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.54 Information Ratio 1.54 Alpha Ratio -0.79 Min Investment 500 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 Apr 21 ₹10,000 30 Apr 22 ₹12,546 30 Apr 23 ₹13,007 30 Apr 24 ₹20,728 30 Apr 25 ₹22,141 30 Apr 26 ₹22,970 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 0.5% 3 Month -5.7% 6 Month -6.5% 1 Year -0.1% 3 Year 19.2% 5 Year 17.1% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.2% 2023 22.3% 2022 42.4% 2021 4.8% 2020 39.4% 2019 16.3% 2018 5.7% 2017 -8.4% 2016 45.7% 2015 -1.6% Fund Manager information for Nippon India Value Fund
Name Since Tenure Meenakshi Dawar 7 May 18 7.99 Yr. Dhrumil Shah 1 Jan 23 3.33 Yr. Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Value Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.31% Technology 12.58% Consumer Cyclical 8.92% Industrials 7.89% Energy 7.84% Utility 7.64% Basic Materials 6.04% Health Care 3.92% Communication Services 3.28% Consumer Defensive 2.35% Real Estate 0.24% Asset Allocation
Asset Class Value Cash 5.98% Equity 94.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK7% ₹525 Cr 7,179,200 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 5325555% ₹405 Cr 10,934,650
↑ 1,000,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN4% ₹319 Cr 3,261,159 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK3% ₹278 Cr 2,304,797 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹271 Cr 2,335,825 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK3% ₹270 Cr 3,594,522 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL3% ₹262 Cr 1,471,337
↑ 194,089 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE3% ₹258 Cr 1,920,396 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK3% ₹235 Cr 6,650,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT3% ₹220 Cr 628,547 6. Nippon India Japan Equity Fund
Nippon India Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (12 May 26) ₹26.7511 ↑ 0.04 (0.15 %) Net Assets (Cr) ₹291 on 31 Mar 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 1.45 Information Ratio -1.24 Alpha Ratio -4.62 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 Apr 21 ₹10,000 30 Apr 22 ₹8,838 30 Apr 23 ₹9,388 30 Apr 24 ₹10,920 30 Apr 25 ₹11,822 30 Apr 26 ₹15,502 Returns for Nippon India Japan Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 7.4% 3 Month 4.5% 6 Month 19.2% 1 Year 34.4% 3 Year 19.1% 5 Year 10.6% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.8% 2023 9.3% 2022 18.7% 2021 -15.3% 2020 5.7% 2019 2018 2017 2016 2015 Fund Manager information for Nippon India Japan Equity Fund
Name Since Tenure Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Japan Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 22.64% Technology 15.7% Consumer Cyclical 13.58% Financial Services 12.15% Communication Services 5.86% Consumer Defensive 5.76% Real Estate 5.07% Basic Materials 3.2% Health Care 2.67% Asset Allocation
Asset Class Value Cash 13.37% Equity 86.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity TDK Corp (Technology)
Equity, Since 30 Jun 22 | 67624% ₹13 Cr 73,600 Tokio Marine Holdings Inc (Financial Services)
Equity, Since 30 Jun 22 | 87663% ₹11 Cr 26,000 Keyence Corp (Technology)
Equity, Since 30 Jun 23 | 68613% ₹11 Cr 2,600 SMC Corp (Industrials)
Equity, Since 30 Jun 23 | 62733% ₹11 Cr 2,400 Shin-Etsu Chemical Co Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 40633% ₹11 Cr 24,600 Tokyo Electron Ltd (Technology)
Equity, Since 31 Jul 18 | 80353% ₹11 Cr 4,000 Ajinomoto Co Inc (Consumer Defensive)
Equity, Since 30 Jun 23 | 28023% ₹10 Cr 34,700 Fast Retailing Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 15 | 99833% ₹10 Cr 2,400 BayCurrent Inc (Industrials)
Equity, Since 30 Jun 22 | 65323% ₹10 Cr 34,800 Recruit Holdings Co Ltd (Communication Services)
Equity, Since 30 Jun 23 | 60983% ₹10 Cr 23,600 7. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (12 May 26) ₹291.141 ↓ -7.07 (-2.37 %) Net Assets (Cr) ₹46,321 on 31 Mar 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.4 Information Ratio 0.49 Alpha Ratio 0.48 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 Apr 21 ₹10,000 30 Apr 22 ₹13,338 30 Apr 23 ₹15,067 30 Apr 24 ₹23,404 30 Apr 25 ₹24,522 30 Apr 26 ₹26,285 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 1.1% 3 Month -3.1% 6 Month -4.2% 1 Year 3.3% 3 Year 18.6% 5 Year 20.5% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 25.8% 2022 38.1% 2021 14.1% 2020 48.9% 2019 0% 2018 2.2% 2017 -2.2% 2016 40.9% 2015 -6.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 21.1 Yr. Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Multi Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.74% Consumer Cyclical 22.12% Industrials 17.79% Health Care 10.01% Utility 6.74% Consumer Defensive 5.85% Basic Materials 5.41% Technology 4.69% Energy 2.06% Communication Services 1.15% Asset Allocation
Asset Class Value Cash 0.45% Equity 99.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹3,243 Cr 42,024,725
↑ 7,454,929 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹2,160 Cr 17,093,364 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹1,793 Cr 14,140,351 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,355 Cr 3,034,382
↓ -491,386 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,352 Cr 11,439,713
↑ 1,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹1,188 Cr 29,762,573 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹1,116 Cr 1,524,539 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE2% ₹1,083 Cr 7,568,975 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹1,055 Cr 6,653,107 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹1,001 Cr 2,494,471 8. Nippon India Quant Fund
Nippon India Quant Fund
Growth Launch Date 18 Apr 08 NAV (12 May 26) ₹69.6599 ↓ -1.37 (-1.93 %) Net Assets (Cr) ₹100 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.97 Sharpe Ratio -0.32 Information Ratio 1.28 Alpha Ratio 2.65 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,631 30 Apr 23 ₹12,902 30 Apr 24 ₹18,936 30 Apr 25 ₹20,305 30 Apr 26 ₹21,195 Returns for Nippon India Quant Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month -2.8% 3 Month -7.8% 6 Month -5.1% 1 Year -0.1% 3 Year 16.5% 5 Year 15.3% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 19.9% 2022 35.1% 2021 7.4% 2020 31.3% 2019 16.7% 2018 4.9% 2017 -3.1% 2016 30.6% 2015 4.6% Fund Manager information for Nippon India Quant Fund
Name Since Tenure Kinjal Desai 25 May 18 7.94 Yr. Shirish Guthe 16 Feb 26 0.2 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Quant Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 32.15% Industrials 13.59% Consumer Cyclical 13.33% Energy 7.66% Technology 6.47% Health Care 6.25% Basic Materials 4.77% Utility 4.13% Communication Services 3.9% Consumer Defensive 3.25% Asset Allocation
Asset Class Value Cash 2.22% Equity 97.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | ICICIBANK7% ₹8 Cr 60,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE6% ₹7 Cr 48,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN5% ₹6 Cr 57,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT5% ₹6 Cr 14,500 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹6 Cr 75,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 24 | BHARTIARTL4% ₹4 Cr 22,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 24 | BEL4% ₹4 Cr 95,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 20 | INFY3% ₹4 Cr 32,071 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹3 Cr 11,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹3 Cr 34,891
↑ 10,891 9. Nippon India Tax Saver Fund (ELSS)
Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (12 May 26) ₹126.084 ↓ -2.77 (-2.15 %) Net Assets (Cr) ₹13,422 on 31 Mar 26 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.45 Information Ratio 0.55 Alpha Ratio 0.39 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,091 30 Apr 23 ₹12,721 30 Apr 24 ₹18,392 30 Apr 25 ₹19,443 30 Apr 26 ₹20,525 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month -0.2% 3 Month -4.6% 6 Month -4.5% 1 Year 1.6% 3 Year 15.9% 5 Year 14.6% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 6% 2023 17.6% 2022 28.6% 2021 6.9% 2020 37.6% 2019 -0.4% 2018 1.5% 2017 -20.7% 2016 46% 2015 4.2% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 4.84 Yr. Ritesh Rathod 19 Aug 24 1.7 Yr. Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 34.58% Consumer Cyclical 11.81% Industrials 11.13% Consumer Defensive 9.96% Utility 7.89% Health Care 6.06% Energy 5.52% Technology 4.37% Communication Services 4.34% Basic Materials 2.6% Asset Allocation
Asset Class Value Cash 1.74% Equity 98.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK7% ₹1,049 Cr 8,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK6% ₹941 Cr 12,200,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322154% ₹621 Cr 4,900,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325554% ₹559 Cr 14,000,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN4% ₹524 Cr 4,900,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹486 Cr 3,400,000
↓ -250,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON3% ₹464 Cr 38,319,861 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY3% ₹449 Cr 3,800,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL3% ₹432 Cr 2,290,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5328103% ₹409 Cr 9,111,111 10. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (12 May 26) ₹86.5421 ↓ -1.80 (-2.03 %) Net Assets (Cr) ₹46,521 on 31 Mar 26 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.49 Information Ratio 1.17 Alpha Ratio 0.82 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 Apr 21 ₹10,000 30 Apr 22 ₹12,355 30 Apr 23 ₹14,022 30 Apr 24 ₹20,032 30 Apr 25 ₹21,355 30 Apr 26 ₹22,005 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month -1.8% 3 Month -7.6% 6 Month -7.5% 1 Year -1.6% 3 Year 14.4% 5 Year 16% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.2% 2023 18.2% 2022 32.1% 2021 11.3% 2020 32.4% 2019 4.9% 2018 7.3% 2017 -0.2% 2016 38.4% 2015 2.2% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 18.74 Yr. Kinjal Desai 25 May 18 7.94 Yr. Bhavik Dave 19 Aug 24 1.7 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Large Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.44% Consumer Cyclical 12.96% Consumer Defensive 9.85% Industrials 9.55% Technology 7.26% Utility 6.12% Health Care 6% Energy 5.5% Basic Materials 4.44% Real Estate 0.46% Communication Services 0.19% Asset Allocation
Asset Class Value Cash 3.7% Equity 96.3% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹4,176 Cr 57,080,734
↑ 6,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹3,308 Cr 27,427,945
↑ 1,250,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE5% ₹2,558 Cr 19,037,539
↓ -500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹1,813 Cr 15,615,542 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,786 Cr 5,097,774 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,454 Cr 11,626,097 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN3% ₹1,379 Cr 14,082,107
↓ -3,000,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 5222753% ₹1,300 Cr 3,570,487
↓ -200,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹1,288 Cr 16,069,900
↑ 1,600,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 5325553% ₹1,239 Cr 33,417,977
কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?
আপনার কেমন জানতে চাইএসআইপি বিনিয়োগ আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে বাড়বে? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।
এসআইপি ক্যালকুলেটর বা এসআইপি রিটার্ন ক্যালকুলেটর
এসআইপি ক্যালকুলেটর সাধারণত ইনপুট নেয় যেমন এসআইপি বিনিয়োগের পরিমাণ (লক্ষ্য), বিনিয়োগের জন্য কত বছর প্রয়োজন, প্রত্যাশিতমুদ্রাস্ফীতি হার (এর জন্য একটি অ্যাকাউন্ট প্রয়োজন!) এবং প্রত্যাশিত রিটার্ন। সুতরাং, কেউ একটি লক্ষ্য অর্জনের জন্য প্রয়োজনীয় এসআইপি রিটার্ন গণনা করতে পারে!
ধরুন, আপনি যদি 10 টাকা বিনিয়োগ করেন,000 10 বছরের জন্য, দেখুন কিভাবে আপনার SIP বিনিয়োগ বৃদ্ধি পায়-
মাসিক বিনিয়োগ: INR 10,000
বিনিয়োগের সময়কাল: 10 বছর
মোট বিনিয়োগকৃত পরিমাণ: INR 12,00,000
দীর্ঘমেয়াদী বৃদ্ধির হার (প্রায়): 15%
অনুযায়ী প্রত্যাশিত রিটার্নচুমুক ক্যালকুলেটর: INR 27,86,573
মোট লাভ: INR 15,86,573 (পরম প্রত্যাবর্তন= 132.2%)
উপরের গণনাগুলি দেখায় যে আপনি যদি 10 বছরের জন্য মাসে 10,000 টাকা বিনিয়োগ করেন (মোট INR12,00,000) তুমি উপার্জন করবেINR 27,86,573, যার মানে আপনি যে নেট লাভ করেন তাINR 15,86,573. এটা কি দারুণ না!
নিপ্পন ইন্ডিয়া মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?
Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।
আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন
নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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Research Highlights for Nippon India Power and Infra Fund