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 সেরা টাটা এসআইপি মিউচুয়াল ফান্ড 2022 | সেরা পারফর্মিং এসআইপি ফান্ড

ফিনক্যাশ »টাটা মিউচুয়াল ফান্ড »সেরা টাটা এসআইপি ফান্ড

সেরা টাটা এসআইপি মিউচুয়াল ফান্ড 2022

Updated on March 25, 2024 , 47724 views

পদ্ধতিচুমুক একটি সহজ পদ্ধতি যা বিনিয়োগকারীদের নিয়মিত অর্থ বিনিয়োগ করতে সহায়তা করে। এটা ঠিক একটি মতপুনরাবৃত্ত আমানত (RD), যেখানে আপনি প্রতি মাসে একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করেন। এইভাবে, এটি শৃঙ্খলাবদ্ধ অভ্যাস গড়ে তুলতে সাহায্য করেবিনিয়োগ দীর্ঘমেয়াদী জন্য। একটি SIP বা পদ্ধতিগত মধ্যেবিনিয়োগ পরিকল্পনা আপনি একটি নির্দিষ্ট ফ্রিকোয়েন্সিতে INR 500 এর মতো কম পরিমাণ করতে পারেন, যেমন- মাসিক/ত্রৈমাসিক। এছাড়াও, এসআইপি আপনার অর্জনের জন্য একটি দুর্দান্ত হাতিয়ারআর্থিক লক্ষ্য. এটা যেমন আপনার আর্থিক লক্ষ্য চিহ্নিত করতে সাহায্য করেঅবসর, একটি বাড়ি/গাড়ি কেনা, বিয়ে ইত্যাদি। তাই, এই লক্ষ্যগুলি পূরণের জন্য আপনি নিয়মিত একটি নির্দিষ্ট পরিমাণ অর্থ আলাদা করে রাখতে পারেন।

Tata

টাটা এসআইপি মিউচুয়াল ফান্ডে কেন বিনিয়োগ করবেন?

কিছুবিনিয়োগের সুবিধা টাটা এসআইপি-তে রয়েছে:

  • রুপি খরচ গড়
  • যৌগিক শক্তি
  • দীর্ঘমেয়াদী সঞ্চয়ের অভ্যাস
  • সময় প্রয়োজন নেইবাজার
  • সাশ্রয়ী এবং নমনীয়

আগ্রহী বিনিয়োগকারীরাএকটি এসআইপিতে বিনিয়োগ করুন প্ল্যান, নিচের সেরা Tata SIP থেকে বেছে নিতে পারেনযৌথ পুঁজি. এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি

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ইক্যুইটিতে সেরা টাটা এসআইপি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
TATA Infrastructure Fund Growth ₹163.857
↑ 1.56
₹1,804 150 13.828.366.532.224.445.1
TATA Mid Cap Growth Fund Growth ₹362.486
↑ 1.78
₹3,293 150 5.316.254.623.521.240.5
Tata Equity PE Fund Growth ₹298.799
↑ 0.18
₹7,256 150 4.820.349.522.617.437
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹105.132
↑ 0.06
₹7,256 150 4.817.34220.416.130.1
TATA India Consumer Fund Growth ₹36.8688
↑ 0.04
₹1,858 150 213.542.920.216.735.8
TATA India Pharma & Healthcare Fund Growth ₹24.7805
↓ -0.03
₹872 150 10.92457.82022.936.6
TATA Resources & Energy Fund Growth ₹38.1952
↑ 0.02
₹468 150 4.317.540.719.82227.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹115.399
↑ 0.07
₹7,256 150 3.517.34419.515.333.6
Tata Large and Midcap Fund Growth ₹460.062
↑ 1.68
₹6,620 150 4.31235.318.718.422.9
TATA Digital India Fund Growth ₹42.0584
↓ -0.06
₹10,068 150 2.115.137.118.423.331.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24

1. TATA Infrastructure Fund

To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector.

TATA Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 15 in Sectoral category.  Return for 2023 was 45.1% , 2022 was 7.6% and 2021 was 53.5% .

Below is the key information for TATA Infrastructure Fund

TATA Infrastructure Fund
Growth
Launch Date 31 Dec 04
NAV (27 Mar 24) ₹163.857 ↑ 1.56   (0.96 %)
Net Assets (Cr) ₹1,804 on 29 Feb 24
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating
Risk High
Expense Ratio 2.36
Sharpe Ratio 3.86
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 150
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,465
28 Feb 21₹13,974
28 Feb 22₹17,746
28 Feb 23₹19,827
29 Feb 24₹32,348

TATA Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for TATA Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month 0.6%
3 Month 13.8%
6 Month 28.3%
1 Year 66.5%
3 Year 32.2%
5 Year 24.4%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.1%
2022 7.6%
2021 53.5%
2020 11.1%
2019 2.8%
2018 -15.7%
2017 42.2%
2016 5.3%
2015 -0.2%
2014 63.1%
Fund Manager information for TATA Infrastructure Fund
NameSinceTenure
Abhinav Sharma9 Mar 212.98 Yr.

Data below for TATA Infrastructure Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials55.23%
Utility12.58%
Basic Materials12.28%
Real Estate8.38%
Technology2.73%
Consumer Cyclical1.7%
Energy1.46%
Communication Services1.25%
Asset Allocation
Asset ClassValue
Cash3.52%
Equity95.62%
Debt0.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 05 | LT
7%₹122 Cr349,889
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
4%₹76 Cr2,395,000
DLF Ltd (Real Estate)
Equity, Since 30 Sep 20 | 532868
3%₹55 Cr690,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Jan 21 | ADANIPORTS
3%₹51 Cr420,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jul 22 | 500103
3%₹47 Cr2,050,000
Cummins India Ltd (Industrials)
Equity, Since 30 Nov 20 | 500480
3%₹46 Cr202,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Jan 22 | 532779
3%₹45 Cr435,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Aug 15 | 506076
2%₹42 Cr176,700
KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB
2%₹41 Cr112,000
ACC Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 500410
2%₹40 Cr158,000

2. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 31 in Mid Cap category.  Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (27 Mar 24) ₹362.486 ↑ 1.78   (0.49 %)
Net Assets (Cr) ₹3,293 on 29 Feb 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.19
Information Ratio -0.74
Alpha Ratio 2.84
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,388
28 Feb 21₹14,884
28 Feb 22₹18,026
28 Feb 23₹18,764
29 Feb 24₹28,350

TATA Mid Cap Growth Fund 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 TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -1%
3 Month 5.3%
6 Month 16.2%
1 Year 54.6%
3 Year 23.5%
5 Year 21.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 212.98 Yr.

Data below for TATA Mid Cap Growth Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials33.42%
Financial Services19.86%
Health Care10.63%
Basic Materials10.06%
Consumer Cyclical9.55%
Real Estate5.93%
Technology4.29%
Consumer Defensive2.04%
Communication Services1.12%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
4%₹115 Cr1,000,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹106 Cr331,869
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹103 Cr450,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
3%₹96 Cr4,200,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹95 Cr600,000
↑ 50,000
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
3%₹93 Cr10,991,415
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹90 Cr218,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹89 Cr640,000
↑ 32,203
Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT
3%₹88 Cr1,040,228
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹84 Cr250,000
↑ 25,000

3. Tata Equity PE Fund

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity PE Fund is a Equity - Value fund was launched on 29 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 7 in Value category.  Return for 2023 was 37% , 2022 was 5.9% and 2021 was 28% .

Below is the key information for Tata Equity PE Fund

Tata Equity PE Fund
Growth
Launch Date 29 Jun 04
NAV (27 Mar 24) ₹298.799 ↑ 0.18   (0.06 %)
Net Assets (Cr) ₹7,256 on 29 Feb 24
Category Equity - Value
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.9
Information Ratio 0.94
Alpha Ratio 4.12
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,089
28 Feb 21₹12,888
28 Feb 22₹14,806
28 Feb 23₹16,089
29 Feb 24₹23,690

Tata Equity PE 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 Tata Equity PE Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -1.7%
3 Month 4.8%
6 Month 20.3%
1 Year 49.5%
3 Year 22.6%
5 Year 17.4%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 5.9%
2021 28%
2020 12.5%
2019 5.3%
2018 -7.1%
2017 39.4%
2016 16.2%
2015 0.3%
2014 69.5%
Fund Manager information for Tata Equity PE Fund
NameSinceTenure
Sonam Udasi1 Apr 167.92 Yr.
Amey Sathe18 Jun 185.71 Yr.

Data below for Tata Equity PE Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services30.45%
Consumer Cyclical15.36%
Energy11.05%
Industrials9.18%
Consumer Defensive7.98%
Utility7.53%
Basic Materials6.12%
Technology5.27%
Health Care2.24%
Communication Services1.79%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
7%₹488 Cr3,339,000
↑ 274,296
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500547
5%₹370 Cr7,370,000
↑ 1,880,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | HEROMOTOCO
5%₹341 Cr737,855
↓ -70,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
5%₹334 Cr7,560,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
4%₹314 Cr1,723,000
↑ 643,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 21 | HAL
4%₹301 Cr1,004,000
↓ -185,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹278 Cr2,700,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹277 Cr6,818,500
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹274 Cr8,615,000
↓ -2,285,000
Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 507685
4%₹258 Cr5,400,000
↑ 1,500,000

4. Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) is a Equity - Value fund was launched on 30 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Return for 2023 was 30.1% , 2022 was 5.9% and 2021 was 27.8% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Normal Dividend, Reinvestment
Launch Date 30 Jun 04
NAV (27 Mar 24) ₹105.132 ↑ 0.06   (0.06 %)
Net Assets (Cr) ₹7,256 on 29 Feb 24
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.57
Information Ratio 0.12
Alpha Ratio 1.88
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,085
28 Feb 21₹12,867
28 Feb 22₹14,763
28 Feb 23₹16,034
29 Feb 24₹22,423

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -1.7%
3 Month 4.8%
6 Month 17.3%
1 Year 42%
3 Year 20.4%
5 Year 16.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.1%
2022 5.9%
2021 27.8%
2020 12.4%
2019 5.3%
2018 -7.1%
2017 39.4%
2016 16.2%
2015 0.3%
2014 69.5%
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
NameSinceTenure
Sonam Udasi1 Apr 167.92 Yr.
Amey Sathe18 Jun 185.71 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services30.45%
Consumer Cyclical15.36%
Energy11.05%
Industrials9.18%
Consumer Defensive7.98%
Utility7.53%
Basic Materials6.12%
Technology5.27%
Health Care2.24%
Communication Services1.79%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
7%₹488 Cr3,339,000
↑ 274,296
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500547
5%₹370 Cr7,370,000
↑ 1,880,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | HEROMOTOCO
5%₹341 Cr737,855
↓ -70,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
5%₹334 Cr7,560,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
4%₹314 Cr1,723,000
↑ 643,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 21 | HAL
4%₹301 Cr1,004,000
↓ -185,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹278 Cr2,700,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹277 Cr6,818,500
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹274 Cr8,615,000
↓ -2,285,000
Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 507685
4%₹258 Cr5,400,000
↑ 1,500,000

5. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Return for 2023 was 35.8% , 2022 was 1% and 2021 was 27.5% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (27 Mar 24) ₹36.8688 ↑ 0.04   (0.10 %)
Net Assets (Cr) ₹1,858 on 29 Feb 24
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.97
Sharpe Ratio 2.58
Information Ratio -0.09
Alpha Ratio 3.59
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,497
28 Feb 21₹12,616
28 Feb 22₹14,959
28 Feb 23₹15,611
29 Feb 24₹21,831

TATA India Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month 0.5%
3 Month 2%
6 Month 13.5%
1 Year 42.9%
3 Year 20.2%
5 Year 16.7%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.8%
2022 1%
2021 27.5%
2020 21%
2019 -2%
2018 -2.1%
2017 73.3%
2016 3.1%
2015
2014
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 167.92 Yr.
Aditya Bagul3 Oct 230.41 Yr.

Data below for TATA India Consumer Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Defensive39.02%
Consumer Cyclical34.88%
Industrials8.08%
Basic Materials3.96%
Technology3.35%
Financial Services1.97%
Asset Allocation
Asset ClassValue
Cash8.74%
Equity91.25%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
9%₹168 Cr3,810,000
↑ 100,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
6%₹115 Cr457,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500800
6%₹113 Cr1,013,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
6%₹105 Cr631,500
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
5%₹100 Cr270,000
↓ -20,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500251
5%₹89 Cr288,000
↓ -18,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | JUBLFOOD
5%₹89 Cr1,711,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | HEROMOTOCO
4%₹75 Cr162,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
3%₹63 Cr4,535,000
Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 543426
3%₹62 Cr561,970

6. TATA India Pharma & Healthcare Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Pharma & Healthcare Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Return for 2023 was 36.6% , 2022 was -8% and 2021 was 19.1% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (27 Mar 24) ₹24.7805 ↓ -0.03   (-0.12 %)
Net Assets (Cr) ₹872 on 29 Feb 24
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.13
Sharpe Ratio 2.97
Information Ratio 0.58
Alpha Ratio 2.33
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,205
28 Feb 21₹16,699
28 Feb 22₹19,084
28 Feb 23₹18,245
29 Feb 24₹29,201

TATA India Pharma & Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for TATA India Pharma & Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -2.5%
3 Month 10.9%
6 Month 24%
1 Year 57.8%
3 Year 20%
5 Year 22.9%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.6%
2022 -8%
2021 19.1%
2020 64.4%
2019 5.5%
2018 -2.6%
2017 4.7%
2016 -14.7%
2015
2014
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure
Meeta Shetty9 Mar 212.98 Yr.

Data below for TATA India Pharma & Healthcare Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Health Care93.16%
Basic Materials1.93%
Asset Allocation
Asset ClassValue
Cash4.91%
Equity95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA
13%₹108 Cr764,300
Lupin Ltd (Healthcare)
Equity, Since 30 Nov 17 | 500257
11%₹97 Cr643,240
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
8%₹70 Cr611,000
Cipla Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500087
7%₹56 Cr415,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DRREDDY
5%₹44 Cr72,507
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
5%₹39 Cr104,965
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP
4%₹37 Cr58,903
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Oct 20 | 532843
4%₹37 Cr855,100
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Dec 22 | 532321
4%₹36 Cr478,818
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 20 | ALKEM
4%₹34 Cr68,049
↓ -15,000

7. TATA Resources & Energy Fund

"The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns."

TATA Resources & Energy Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Return for 2023 was 27.7% , 2022 was 1.4% and 2021 was 46.6% .

Below is the key information for TATA Resources & Energy Fund

TATA Resources & Energy Fund
Growth
Launch Date 28 Dec 15
NAV (27 Mar 24) ₹38.1952 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹468 on 29 Feb 24
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.89
Sharpe Ratio 2.31
Information Ratio -0.8
Alpha Ratio -1
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,830
28 Feb 21₹16,717
28 Feb 22₹21,280
28 Feb 23₹20,527
29 Feb 24₹29,310

TATA Resources & Energy Fund 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 TATA Resources & Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -2%
3 Month 4.3%
6 Month 17.5%
1 Year 40.7%
3 Year 19.8%
5 Year 22%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.7%
2022 1.4%
2021 46.6%
2020 30.6%
2019 9.7%
2018 -15.6%
2017 32.3%
2016 21.3%
2015
2014
Fund Manager information for TATA Resources & Energy Fund
NameSinceTenure
Satish Mishra9 Mar 212.98 Yr.

Data below for TATA Resources & Energy Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Basic Materials55.49%
Utility18.11%
Energy16.92%
Consumer Defensive3.88%
Industrials1.27%
Asset Allocation
Asset ClassValue
Cash4.3%
Equity95.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
9%₹35 Cr1,100,000
↑ 100,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 19 | ULTRACEMCO
7%₹26 Cr25,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
6%₹24 Cr85,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 20 | 500425
6%₹24 Cr421,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 May 20 | 500400
6%₹23 Cr595,000
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Jun 21 | JSL
5%₹19 Cr325,600
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500312
4%₹16 Cr630,000
↑ 250,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Dec 20 | GRASIM
3%₹13 Cr60,000
ACC Ltd (Basic Materials)
Equity, Since 31 Dec 18 | 500410
3%₹12 Cr47,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 19 | HINDPETRO
3%₹12 Cr250,000

8. Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) is a Equity - Value fund was launched on 5 Oct 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Return for 2023 was 33.6% , 2022 was 4.6% and 2021 was 24.8% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Normal Dividend, Reinvestment
Launch Date 5 Oct 09
NAV (27 Mar 24) ₹115.399 ↑ 0.07   (0.06 %)
Net Assets (Cr) ₹7,256 on 29 Feb 24
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.71
Information Ratio 0.01
Alpha Ratio 1.87
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,091
28 Feb 21₹12,721
28 Feb 22₹14,246
28 Feb 23₹15,281
29 Feb 24₹21,672

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -1.7%
3 Month 3.5%
6 Month 17.3%
1 Year 44%
3 Year 19.5%
5 Year 15.3%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.6%
2022 4.6%
2021 24.8%
2020 11%
2019 5.3%
2018 -7.1%
2017 39.4%
2016 16.2%
2015 0.3%
2014 67.4%
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
NameSinceTenure
Sonam Udasi1 Apr 167.92 Yr.
Amey Sathe18 Jun 185.71 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services30.45%
Consumer Cyclical15.36%
Energy11.05%
Industrials9.18%
Consumer Defensive7.98%
Utility7.53%
Basic Materials6.12%
Technology5.27%
Health Care2.24%
Communication Services1.79%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
7%₹488 Cr3,339,000
↑ 274,296
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500547
5%₹370 Cr7,370,000
↑ 1,880,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | HEROMOTOCO
5%₹341 Cr737,855
↓ -70,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
5%₹334 Cr7,560,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
4%₹314 Cr1,723,000
↑ 643,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 21 | HAL
4%₹301 Cr1,004,000
↓ -185,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹278 Cr2,700,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹277 Cr6,818,500
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹274 Cr8,615,000
↓ -2,285,000
Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 507685
4%₹258 Cr5,400,000
↑ 1,500,000

9. Tata Large and Midcap Fund

(Erstwhile Tata Equity Opportunities Fund)

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Tata Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 51 in Large & Mid Cap category.  Return for 2023 was 22.9% , 2022 was 11.2% and 2021 was 28.5% .

Below is the key information for Tata Large and Midcap Fund

Tata Large and Midcap Fund
Growth
Launch Date 25 Feb 93
NAV (27 Mar 24) ₹460.062 ↑ 1.68   (0.37 %)
Net Assets (Cr) ₹6,620 on 29 Feb 24
Category Equity - Large & Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.17
Information Ratio -0.88
Alpha Ratio -5.86
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,262
28 Feb 21₹14,817
28 Feb 22₹16,478
28 Feb 23₹18,452
29 Feb 24₹24,491

Tata Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Tata Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -1.1%
3 Month 4.3%
6 Month 12%
1 Year 35.3%
3 Year 18.7%
5 Year 18.4%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.9%
2022 11.2%
2021 28.5%
2020 15.5%
2019 13.9%
2018 -5.3%
2017 31.9%
2016 1.5%
2015 6.6%
2014 48.5%
Fund Manager information for Tata Large and Midcap Fund
NameSinceTenure
Chandraprakash Padiyar3 Sep 185.5 Yr.
Meeta Shetty1 Nov 194.33 Yr.

Data below for Tata Large and Midcap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services28.77%
Industrials12.7%
Basic Materials10.82%
Consumer Cyclical10.36%
Consumer Defensive7.5%
Health Care7.01%
Technology5.43%
Communication Services5.15%
Energy5.1%
Utility1.12%
Asset Allocation
Asset ClassValue
Cash6.04%
Equity93.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
8%₹505 Cr3,450,000
↑ 500,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | VBL
5%₹352 Cr2,750,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 17 | RELIANCE
5%₹328 Cr1,150,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
4%₹263 Cr4,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
4%₹262 Cr2,550,000
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | IDFCFIRSTB
4%₹228 Cr27,000,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 18 | PIIND
3%₹206 Cr610,000
↑ 110,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCAMC
3%₹188 Cr525,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TATAMOTORS
3%₹186 Cr2,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹184 Cr1,573,632

10. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Return for 2023 was 31.9% , 2022 was -23.3% and 2021 was 74.4% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (27 Mar 24) ₹42.0584 ↓ -0.06   (-0.15 %)
Net Assets (Cr) ₹10,068 on 29 Feb 24
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.13
Sharpe Ratio 2.11
Information Ratio 0.92
Alpha Ratio 8.86
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,823
28 Feb 21₹15,971
28 Feb 22₹23,741
28 Feb 23₹21,158
29 Feb 24₹29,320

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -4.5%
3 Month 2.1%
6 Month 15.1%
1 Year 37.1%
3 Year 18.4%
5 Year 23.3%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.9%
2022 -23.3%
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 212.98 Yr.
Kapil Malhotra19 Dec 230.2 Yr.

Data below for TATA Digital India Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Technology77.91%
Industrials5.67%
Financial Services5.07%
Consumer Cyclical4.53%
Communication Services3.54%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
20%₹1,899 Cr11,434,598
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
14%₹1,337 Cr3,503,873
↓ -306,365
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹846 Cr6,345,933
↑ 175,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
8%₹785 Cr4,983,886
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
7%₹647 Cr1,188,062
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
5%₹482 Cr10,071,381
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320
4%₹404 Cr28,967,000
↑ 500,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 543390
3%₹315 Cr3,142,425
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
3%₹313 Cr374,596
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
3%₹312 Cr1,580,043

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!

টাটা মিউচুয়াল ফান্ড এসআইপি অনলাইনে কীভাবে বিনিয়োগ করবেন?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

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Disclaimer:
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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