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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?
একটি SIP এর কিছু প্রধান সুবিধা হল-
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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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গুরুত্বপূর্ণ তথ্য
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
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. Below is the key information for Nippon India Japan Equity 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 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 (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. Research Highlights for Nippon India Power and Infra Fund 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 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 (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 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 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 (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 (%) 2025 (%) Nippon India Japan Equity Fund Growth ₹27.4759
↑ 0.00 ₹358 100 1.7 7 23.4 22.4 9.2 19.8 Nippon India US Equity Opportunites Fund Growth ₹42.0005
↑ 0.13 ₹803 100 3.1 8.5 11.3 20.8 10.4 12.1 Nippon India Pharma Fund Growth ₹552.372
↑ 1.89 ₹9,166 100 -3.3 6.8 7.1 17.4 13.1 -3.3 Nippon India Power and Infra Fund Growth ₹353.076
↑ 3.74 ₹7,867 100 -6.4 -7.4 -1.9 16 17.8 -0.5 Nippon India Small Cap Fund Growth ₹173.309
↑ 1.16 ₹80,906 100 -3.6 1.1 0.6 12.9 16.5 -4.7 Nippon India Quant Fund Growth ₹68.7181
↑ 0.54 ₹108 100 -6.8 -4.6 -6.8 12.5 11.4 7.8 Nippon India Tax Saver Fund (ELSS) Growth ₹124.834
↑ 1.37 ₹14,096 500 -4.9 -3.9 -6.2 11.5 9.9 6 Nippon India Multi Cap Fund Growth ₹280.857
↑ 1.53 ₹53,767 100 -7.1 -5.8 -8.6 11.3 14.2 4.1 Nippon India Value Fund Growth ₹206.451
↑ 1.53 ₹8,479 100 -8.4 -8.3 -12.1 11.3 10.8 4.2 Nippon India Large Cap Fund Growth ₹84.9849
↑ 0.74 ₹51,296 100 -5.8 -5 -10.2 10.1 11 9.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Japan Equity Fund Nippon India US Equity Opportunites Fund Nippon India Pharma Fund Nippon India Power and Infra Fund Nippon India Small Cap Fund Nippon India Quant Fund Nippon India Tax Saver Fund (ELSS) Nippon India Multi Cap Fund Nippon India Value Fund Nippon India Large Cap Fund Point 1 Bottom quartile AUM (₹358 Cr). Bottom quartile AUM (₹803 Cr). Upper mid AUM (₹9,166 Cr). Lower mid AUM (₹7,867 Cr). Highest AUM (₹80,906 Cr). Bottom quartile AUM (₹108 Cr). Upper mid AUM (₹14,096 Cr). Top quartile AUM (₹53,767 Cr). Lower mid AUM (₹8,479 Cr). Upper mid AUM (₹51,296 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (19+ yrs). Point 3 Top rated. Not Rated. Rating: 2★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Not Rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.21% (bottom quartile). 5Y return: 10.37% (bottom quartile). 5Y return: 13.05% (upper mid). 5Y return: 17.77% (top quartile). 5Y return: 16.53% (top quartile). 5Y return: 11.37% (upper mid). 5Y return: 9.93% (bottom quartile). 5Y return: 14.15% (upper mid). 5Y return: 10.79% (lower mid). 5Y return: 10.98% (lower mid). Point 6 3Y return: 22.42% (top quartile). 3Y return: 20.81% (top quartile). 3Y return: 17.37% (upper mid). 3Y return: 15.99% (upper mid). 3Y return: 12.86% (upper mid). 3Y return: 12.53% (lower mid). 3Y return: 11.48% (lower mid). 3Y return: 11.34% (bottom quartile). 3Y return: 11.32% (bottom quartile). 3Y return: 10.07% (bottom quartile). Point 7 1Y return: 23.43% (top quartile). 1Y return: 11.32% (top quartile). 1Y return: 7.07% (upper mid). 1Y return: -1.94% (upper mid). 1Y return: 0.61% (upper mid). 1Y return: -6.82% (lower mid). 1Y return: -6.15% (lower mid). 1Y return: -8.65% (bottom quartile). 1Y return: -12.11% (bottom quartile). 1Y return: -10.18% (bottom quartile). Point 8 Alpha: -4.80 (bottom quartile). Alpha: -8.32 (bottom quartile). Alpha: -2.12 (lower mid). Alpha: 9.86 (top quartile). Alpha: 1.80 (top quartile). Alpha: 0.84 (upper mid). Alpha: -0.28 (upper mid). Alpha: -3.54 (bottom quartile). Alpha: -3.09 (lower mid). Alpha: -1.77 (upper mid). Point 9 Sharpe: 1.24 (top quartile). Sharpe: 0.71 (top quartile). Sharpe: 0.57 (upper mid). Sharpe: 0.16 (upper mid). Sharpe: 0.25 (upper mid). Sharpe: -0.37 (bottom quartile). Sharpe: -0.33 (lower mid). Sharpe: -0.36 (lower mid). Sharpe: -0.48 (bottom quartile). Sharpe: -0.62 (bottom quartile). Point 10 Information ratio: -1.05 (bottom quartile). Information ratio: -1.58 (bottom quartile). Information ratio: -1.17 (bottom quartile). Information ratio: 0.45 (upper mid). Information ratio: -0.03 (lower mid). Information ratio: 0.89 (top quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.04 (lower mid). Information ratio: 0.60 (top quartile). Information ratio: 0.42 (upper mid). Nippon India Japan Equity Fund
Nippon India US Equity Opportunites Fund
Nippon India Pharma Fund
Nippon India Power and Infra Fund
Nippon India Small Cap Fund
Nippon India Quant Fund
Nippon India Tax Saver Fund (ELSS)
Nippon India Multi Cap Fund
Nippon India Value Fund
Nippon India Large Cap Fund
সম্পদ >= 100 কোটি এবং সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. Nippon India Japan Equity Fund
Nippon India Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (29 Oct 26) ₹27.4759 ↑ 0.00 (0.02 %) Net Assets (Cr) ₹358 on 30 Sep 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 1.24 Information Ratio -1.05 Alpha Ratio -4.8 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 Sep 21 ₹10,000 30 Sep 22 ₹7,261 30 Sep 23 ₹8,830 30 Sep 24 ₹10,988 30 Sep 25 ₹12,484 30 Sep 26 ₹15,992 Returns for Nippon India Japan Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -1.6% 3 Month 1.7% 6 Month 7% 1 Year 23.4% 3 Year 22.4% 5 Year 9.2% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 19.8% 2024 9.3% 2023 18.7% 2022 -15.3% 2021 5.7% 2020 2019 2018 2017 2016 Fund Manager information for Nippon India Japan Equity Fund
Name Since Tenure Kinjal Desai 25 May 18 8.36 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Japan Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 27.39% Financial Services 14.92% Consumer Cyclical 11.88% Technology 9.46% Consumer Defensive 8.66% Communication Services 6.99% Basic Materials 5.82% Health Care 2.79% Real Estate 2.77% Asset Allocation
Asset Class Value Cash 9.33% Equity 90.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity SoftBank Group Corp (Communication Services)
Equity, Since 30 Jun 26 | 99844% ₹14 Cr 35,600
↑ 11,200 Tokyo Electron Ltd (Technology)
Equity, Since 31 Jul 18 | 80353% ₹12 Cr 16,500
↑ 4,500 Sumitomo Electric Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 58023% ₹12 Cr 81,400
↑ 25,000 SMC Corp (Industrials)
Equity, Since 30 Jun 23 | 62733% ₹11 Cr 2,600
↑ 100 Tokio Marine Holdings Inc (Financial Services)
Equity, Since 30 Jun 22 | 87663% ₹11 Cr 339,000
↓ -18,000 TDK Corp (Technology)
Equity, Since 30 Jun 22 | 67623% ₹11 Cr 60,800
↑ 15,200 Daifuku Co Ltd (Industrials)
Equity, Since 30 Jun 26 | 63833% ₹11 Cr 31,600
↑ 6,400 Mitsubishi Heavy Industries Ltd (Industrials)
Equity, Since 30 Jun 25 | 70113% ₹11 Cr 47,100
↑ 1,600 Hitachi Ltd (Industrials)
Equity, Since 31 Aug 14 | 65013% ₹11 Cr 32,900
↓ -3,600 Recruit Holdings Co Ltd (Communication Services)
Equity, Since 30 Jun 23 | 60983% ₹11 Cr 10,700
↓ -5,400 2. Nippon India US Equity Opportunites Fund
Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (28 Oct 26) ₹42.0005 ↑ 0.13 (0.31 %) Net Assets (Cr) ₹803 on 30 Sep 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.38 Sharpe Ratio 0.71 Information Ratio -1.58 Alpha Ratio -8.32 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 Sep 21 ₹10,000 30 Sep 22 ₹8,140 30 Sep 23 ₹9,987 30 Sep 24 ₹13,038 30 Sep 25 ₹14,964 30 Sep 26 ₹17,219 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -0.9% 3 Month 3.1% 6 Month 8.5% 1 Year 11.3% 3 Year 20.8% 5 Year 10.4% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 12.1% 2024 21.3% 2023 32.4% 2022 -19% 2021 22.2% 2020 22.4% 2019 31.8% 2018 7.7% 2017 16.9% 2016 8.2% Fund Manager information for Nippon India US Equity Opportunites Fund
Name Since Tenure Kinjal Desai 25 May 18 8.36 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India US Equity Opportunites Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 27.74% Communication Services 17.07% Consumer Cyclical 14.13% Health Care 13.54% Financial Services 12.65% Basic Materials 2.71% Industrials 0.88% Asset Allocation
Asset Class Value Cash 11.29% Equity 88.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL7% ₹58 Cr 17,698 Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology)
Equity, Since 31 Jan 23 | TSFA7% ₹57 Cr 12,986 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Oct 16 | META7% ₹56 Cr 8,008 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN6% ₹49 Cr 20,531 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV6% ₹48 Cr 18,782 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT6% ₹46 Cr 9,433 Applied Materials Inc (Technology)
Equity, Since 31 Jan 25 | AMAT6% ₹45 Cr 9,120 Charles Schwab Corp (Financial Services)
Equity, Since 31 Jul 22 | SCHW5% ₹38 Cr 40,691 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V4% ₹32 Cr 9,396 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG4% ₹31 Cr 19,625 3. Nippon India Pharma Fund
Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (29 Oct 26) ₹552.372 ↑ 1.89 (0.34 %) Net Assets (Cr) ₹9,166 on 30 Sep 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.81 Sharpe Ratio 0.57 Information Ratio -1.17 Alpha Ratio -2.12 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 Sep 21 ₹10,000 30 Sep 22 ₹9,173 30 Sep 23 ₹11,457 30 Sep 24 ₹16,998 30 Sep 25 ₹16,124 30 Sep 26 ₹18,200 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -3% 3 Month -3.3% 6 Month 6.8% 1 Year 7.1% 3 Year 17.4% 5 Year 13.1% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.3% 2024 34% 2023 39.2% 2022 -9.9% 2021 23.9% 2020 66.4% 2019 1.7% 2018 3.6% 2017 7.6% 2016 -10.6% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 21.51 Yr. Kinjal Desai 25 May 18 8.36 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Pharma Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Health Care 97.3% Asset Allocation
Asset Class Value Cash 2.7% Equity 97.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA12% ₹1,073 Cr 5,906,349 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB7% ₹651 Cr 700,754 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002576% ₹565 Cr 2,783,991 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000876% ₹551 Cr 4,095,054 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY5% ₹499 Cr 4,049,746 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP5% ₹448 Cr 548,795 Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | MANKIND4% ₹401 Cr 1,603,562 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE4% ₹359 Cr 2,355,745
↓ -200,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5323314% ₹331 Cr 913,918 GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Aug 22 | GLAXO3% ₹285 Cr 1,029,460 4. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (29 Oct 26) ₹353.076 ↑ 3.74 (1.07 %) Net Assets (Cr) ₹7,867 on 30 Sep 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.84 Sharpe Ratio 0.16 Information Ratio 0.45 Alpha Ratio 9.86 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 Sep 21 ₹10,000 30 Sep 22 ₹10,577 30 Sep 23 ₹15,028 30 Sep 24 ₹24,578 30 Sep 25 ₹22,234 30 Sep 26 ₹23,786 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -3.8% 3 Month -6.4% 6 Month -7.4% 1 Year -1.9% 3 Year 16% 5 Year 17.8% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 8.36 Yr. Rahul Modi 19 Aug 24 2.12 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Power and Infra Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 37.65% Utility 20.63% Consumer Cyclical 10.81% Energy 7.72% Basic Materials 6.67% Financial Services 6.2% Technology 3.75% Communication Services 2.71% Real Estate 1.81% Health Care 1.4% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹553 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT5% ₹419 Cr 1,114,337
↓ -230,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325555% ₹407 Cr 12,600,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹337 Cr 36,129,939
↑ 1,344,332 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹266 Cr 6,400,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5328103% ₹214 Cr 6,578,001
↑ 1,778,001 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹188 Cr 1,501,545 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹181 Cr 1,030,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | HAL2% ₹173 Cr 370,189
↓ -21,811 ACME Solar Holdings Ltd (Utilities)
Equity, Since 30 Nov 24 | ACMESOLAR2% ₹171 Cr 3,903,770 5. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (29 Oct 26) ₹173.309 ↑ 1.16 (0.67 %) Net Assets (Cr) ₹80,906 on 30 Sep 26 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.41 Sharpe Ratio 0.25 Information Ratio -0.03 Alpha Ratio 1.8 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 Sep 21 ₹10,000 30 Sep 22 ₹11,169 30 Sep 23 ₹15,121 30 Sep 24 ₹22,454 30 Sep 25 ₹20,439 30 Sep 26 ₹22,312 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -4.1% 3 Month -3.6% 6 Month 1.1% 1 Year 0.6% 3 Year 12.9% 5 Year 16.5% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -4.7% 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 9.75 Yr. Kinjal Desai 25 May 18 8.36 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Small Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 23.89% Financial Services 15.76% Consumer Cyclical 14.88% Basic Materials 11.09% Consumer Defensive 9.09% Health Care 9.04% Technology 7.3% Utility 3.56% Communication Services 1.12% Energy 0.83% Real Estate 0.79% Asset Allocation
Asset Class Value Cash 2.65% Equity 97.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS2% ₹1,518 Cr 19,307,704 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001032% ₹1,434 Cr 34,508,595 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,414 Cr 19,954,929 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS2% ₹1,405 Cr 808,204 ACME Solar Holdings Ltd (Utilities)
Equity, Since 30 Nov 24 | ACMESOLAR1% ₹1,075 Cr 24,487,415 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹1,036 Cr 31,907,252 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE1% ₹1,001 Cr 6,563,832 Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5004031% ₹971 Cr 8,522,020 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹960 Cr 10,000,000 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | ELANTAS1% ₹938 Cr 677,636 6. Nippon India Quant Fund
Nippon India Quant Fund
Growth Launch Date 18 Apr 08 NAV (29 Oct 26) ₹68.7181 ↑ 0.54 (0.79 %) Net Assets (Cr) ₹108 on 30 Sep 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio -0.37 Information Ratio 0.89 Alpha Ratio 0.84 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 Sep 21 ₹10,000 30 Sep 22 ₹10,168 30 Sep 23 ₹12,535 30 Sep 24 ₹18,486 30 Sep 25 ₹17,846 30 Sep 26 ₹17,433 Returns for Nippon India Quant Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -0.6% 3 Month -6.8% 6 Month -4.6% 1 Year -6.8% 3 Year 12.5% 5 Year 11.4% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.8% 2024 19.9% 2023 35.1% 2022 7.4% 2021 31.3% 2020 16.7% 2019 4.9% 2018 -3.1% 2017 30.6% 2016 4.6% Fund Manager information for Nippon India Quant Fund
Name Since Tenure Kinjal Desai 25 May 18 8.36 Yr. Shirish Guthe 16 Feb 26 0.62 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Quant Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 26.09% Consumer Cyclical 17.84% Industrials 9.8% Health Care 6.48% Technology 6.42% Communication Services 6.36% Utility 4.81% Basic Materials 4.07% Consumer Defensive 4.01% Energy 3.63% Real Estate 2.87% Asset Allocation
Asset Class Value Cash 7.62% Equity 92.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | ICICIBANK7% ₹8 Cr 60,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹8 Cr 109,923 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 26 | DIVISLAB4% ₹4 Cr 4,440 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE4% ₹4 Cr 33,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 24 | BHARTIARTL4% ₹4 Cr 22,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | ETERNAL3% ₹4 Cr 116,891 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 26 | DIXON3% ₹4 Cr 2,850 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 26 | INDIGO3% ₹3 Cr 6,891 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹3 Cr 34,891 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹3 Cr 11,000 7. Nippon India Tax Saver Fund (ELSS)
Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (29 Oct 26) ₹124.834 ↑ 1.37 (1.11 %) Net Assets (Cr) ₹14,096 on 30 Sep 26 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.33 Information Ratio 0.33 Alpha Ratio -0.28 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,076 30 Sep 23 ₹12,124 30 Sep 24 ₹17,455 30 Sep 25 ₹16,554 30 Sep 26 ₹16,363 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -0.5% 3 Month -4.9% 6 Month -3.9% 1 Year -6.2% 3 Year 11.5% 5 Year 9.9% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 6% 2024 17.6% 2023 28.6% 2022 6.9% 2021 37.6% 2020 -0.4% 2019 1.5% 2018 -20.7% 2017 46% 2016 4.2% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 5.25 Yr. Ritesh Rathod 19 Aug 24 2.12 Yr. Kinjal Desai 25 May 18 8.36 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 35.66% Consumer Cyclical 15% Consumer Defensive 9.18% Industrials 8.97% Health Care 7.84% Utility 6.97% Energy 4.83% Communication Services 4.68% Technology 3.61% Basic Materials 2.41% Asset Allocation
Asset Class Value Cash 0.77% Equity 99.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK8% ₹1,113 Cr 15,700,000
↑ 2,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK7% ₹991 Cr 7,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322154% ₹576 Cr 4,700,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON3% ₹473 Cr 29,000,000
↓ -1,000,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN3% ₹470 Cr 4,900,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325553% ₹452 Cr 14,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL3% ₹402 Cr 2,290,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹392 Cr 3,300,000
↓ -100,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | RADICO3% ₹371 Cr 850,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | ETERNAL2% ₹352 Cr 11,000,000 8. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (29 Oct 26) ₹280.857 ↑ 1.53 (0.55 %) Net Assets (Cr) ₹53,767 on 30 Sep 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.51 Sharpe Ratio -0.36 Information Ratio 0.04 Alpha Ratio -3.54 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 Sep 21 ₹10,000 30 Sep 22 ₹11,207 30 Sep 23 ₹14,455 30 Sep 24 ₹21,069 30 Sep 25 ₹20,407 30 Sep 26 ₹19,850 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -2.7% 3 Month -7.1% 6 Month -5.8% 1 Year -8.6% 3 Year 11.3% 5 Year 14.2% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 25.8% 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 21.52 Yr. Kinjal Desai 25 May 18 8.36 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Yatin Matta 3 Sep 26 0.08 Yr. Data below for Nippon India Multi Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 28.53% Consumer Cyclical 21.69% Industrials 13.34% Health Care 9.91% Technology 6.87% Consumer Defensive 6.16% Utility 5.28% Basic Materials 4.88% Energy 1.34% Communication Services 1.31% Asset Allocation
Asset Class Value Cash 0.68% Equity 99.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK7% ₹3,795 Cr 53,549,376
↑ 800,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322155% ₹2,727 Cr 22,240,351 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,644 Cr 16,539,713
↓ -500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK3% ₹1,598 Cr 12,093,364 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹964 Cr 1,524,539 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹961 Cr 29,762,573 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹938 Cr 2,494,471 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | MOTHERSON2% ₹916 Cr 56,082,195
↓ -2,200,000 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | SWIGGY2% ₹878 Cr 35,095,161 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000342% ₹876 Cr 9,131,338 9. Nippon India Value Fund
Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (29 Oct 26) ₹206.451 ↑ 1.53 (0.75 %) Net Assets (Cr) ₹8,479 on 30 Sep 26 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.48 Information Ratio 0.6 Alpha Ratio -3.09 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 Sep 21 ₹10,000 30 Sep 22 ₹10,075 30 Sep 23 ₹12,491 30 Sep 24 ₹19,361 30 Sep 25 ₹18,293 30 Sep 26 ₹17,350 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -2.7% 3 Month -8.4% 6 Month -8.3% 1 Year -12.1% 3 Year 11.3% 5 Year 10.8% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.2% 2024 22.3% 2023 42.4% 2022 4.8% 2021 39.4% 2020 16.3% 2019 5.7% 2018 -8.4% 2017 45.7% 2016 -1.6% Fund Manager information for Nippon India Value Fund
Name Since Tenure Meenakshi Dawar 7 May 18 8.41 Yr. Dhrumil Shah 1 Jan 23 3.75 Yr. Kinjal Desai 25 May 18 8.36 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Value Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 34.88% Technology 12.64% Consumer Cyclical 11.96% Industrials 7.96% Utility 6.9% Basic Materials 6.71% Energy 4.6% Health Care 4.31% Consumer Defensive 3.49% Communication Services 2.85% Real Estate 0.29% Asset Allocation
Asset Class Value Cash 3.41% Equity 96.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK7% ₹620 Cr 8,749,200 State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN4% ₹370 Cr 3,861,159 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹323 Cr 2,635,825 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 5325554% ₹305 Cr 9,434,650 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK3% ₹285 Cr 2,154,797 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK3% ₹277 Cr 6,650,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK3% ₹228 Cr 2,530,698 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE3% ₹228 Cr 1,920,396 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 23 | 5001033% ₹212 Cr 5,106,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL2% ₹197 Cr 1,121,337
↓ -200,000 10. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (29 Oct 26) ₹84.9849 ↑ 0.74 (0.88 %) Net Assets (Cr) ₹51,296 on 30 Sep 26 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.5 Sharpe Ratio -0.62 Information Ratio 0.42 Alpha Ratio -1.77 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 Sep 21 ₹10,000 30 Sep 22 ₹10,475 30 Sep 23 ₹13,105 30 Sep 24 ₹18,235 30 Sep 25 ₹18,051 30 Sep 26 ₹16,905 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month 0% 3 Month -5.8% 6 Month -5% 1 Year -10.2% 3 Year 10.1% 5 Year 11% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 9.2% 2024 18.2% 2023 32.1% 2022 11.3% 2021 32.4% 2020 4.9% 2019 7.3% 2018 -0.2% 2017 38.4% 2016 2.2% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 19.16 Yr. Kinjal Desai 25 May 18 8.36 Yr. Bhavik Dave 19 Aug 24 2.12 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Large Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 34.52% Consumer Cyclical 15.9% Consumer Defensive 12.64% Technology 9.04% Industrials 7.53% Health Care 7.49% Energy 4.75% Utility 4.64% Basic Materials 2.43% Communication Services 0.75% Asset Allocation
Asset Class Value Cash 0.3% Equity 99.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK10% ₹4,931 Cr 69,580,734
↑ 3,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹3,125 Cr 23,642,328
↓ -1,357,672 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322155% ₹2,699 Cr 22,015,542 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE4% ₹2,011 Cr 16,941,139
↓ -500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,860 Cr 4,947,774 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,725 Cr 17,349,771 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS3% ₹1,599 Cr 7,800,000
↓ -200,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹1,586 Cr 16,534,184 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN3% ₹1,447 Cr 15,082,107 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR3% ₹1,407 Cr 7,489,046
↑ 600,000
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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