fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
10 সেরা UTI SIP মিউচুয়াল ফান্ড 2022 | সেরা এসআইপি ফান্ড

ফিনক্যাশ »ইউটিআই মিউচুয়াল ফান্ড »সেরা UTI SIP ফান্ড

10টি সেরা UTI SIP মিউচুয়াল ফান্ড 2022৷

Updated on December 3, 2024 , 24714 views

UTI SIP হল সবচেয়ে কার্যকরী উপায়মিউচুয়াল ফান্ডে বিনিয়োগ করুন স্কিমচুমুক বা পদ্ধতিগতবিনিয়োগ পরিকল্পনা মত কাজ করেপুনরাবৃত্ত আমানত, যেখানে একটি নির্দিষ্ট পরিমাণ একটি নির্দিষ্ট ব্যবধানে বিনিয়োগ করা হয় (সাপ্তাহিক/মাসিক/ত্রৈমাসিক)। কেউ মাত্র INR 500-এ একটি SIP শুরু করতে পারেন, এটিকে বিনিয়োগের সবচেয়ে সাশ্রয়ী মাধ্যম হিসাবে তৈরি করে৷ যেহেতু আপনি নিয়মিত হয়ে গেছেনবিনিয়োগকারী একটি SIP এর মাধ্যমে, আপনি সহজেই দীর্ঘমেয়াদী সঞ্চয়ের অভ্যাস করতে পারেন। এছাড়াও,এসআইপি বিনিয়োগ দীর্ঘমেয়াদে সুবিধা, বিশেষ করেইক্যুইটি ফান্ড. এটি ইক্যুইটির ঝুঁকির ভারসাম্য বজায় রাখেবাজার ভাল, তাই আপনি একটি স্থিতিশীল প্রদানআয় এমনকি অস্থির বাজার পরিস্থিতির সময়ও।UTI

কেন সেরা UTI SIP ফান্ডে বিনিয়োগ করবেন?

একটি SIP এর কিছু প্রধান সুবিধা যা আপনি লাভ করতে পারেনবিনিয়োগ ইউটিআই স্কিমগুলির মধ্যে রয়েছে:

বিনিয়োগকারীরা যারা এসআইপিতে বিনিয়োগ করতে আগ্রহী, এখানে সেরা 10টি সেরা ইউটিআই এসআইপি রয়েছে৷যৌথ পুঁজি বিনিয়োগ. এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

বিনিয়োগের জন্য সেরা UTI SIP ইক্যুইটি মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Transportation & Logistics Fund Growth ₹257.397
↑ 1.48
₹3,478 500 -8.32.628.225.82340.1
UTI Infrastructure Fund Growth ₹143.062
↑ 0.74
₹2,293 500 -4.98.529.922.721.838.2
UTI Core Equity Fund Growth ₹180.243
↑ 0.79
₹3,976 500 -1.919.235.822.32434.4
UTI Healthcare Fund Growth ₹291.495
↑ 0.25
₹1,187 500 2.832.64621.627.838.2
UTI Value Opportunities Fund Growth ₹170.208
↑ 0.98
₹10,141 500 -1.419.833.919.621.626.7
UTI Dividend Yield Fund Growth ₹180.805
↑ 0.92
₹4,198 500 -3.419.136.619.422.635.4
UTI Mid Cap Fund Growth ₹311.879
↑ 0.44
₹11,894 500 -318.630.218.525.930.5
UTI Banking and Financial Services Fund Growth ₹178.384
↑ 1.07
₹1,159 500 2.217.920.215.311.519.5
UTI India Lifestyle Fund Growth ₹59.046
↑ 0.49
₹709 500 -4.512.326.713.816.723
UTI MNC Fund Growth ₹400.72
↑ 2.24
₹3,031 500 -410.223.513.715.222.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Dec 24
*ভিত্তিক তহবিলের তালিকাসম্পদ >= 100 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.

1. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 19 in Sectoral category.  Return for 2023 was 40.1% , 2022 was 14.7% and 2021 was 24.3% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (05 Dec 24) ₹257.397 ↑ 1.48   (0.58 %)
Net Assets (Cr) ₹3,478 on 31 Oct 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2
Sharpe Ratio 1.67
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,866
30 Nov 21₹13,596
30 Nov 22₹16,779
30 Nov 23₹21,236
30 Nov 24₹27,356

UTI Transportation & Logistics 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 UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month 0.6%
3 Month -8.3%
6 Month 2.6%
1 Year 28.2%
3 Year 25.8%
5 Year 23%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.1%
2022 14.7%
2021 24.3%
2020 11%
2019 -8.7%
2018 -19.5%
2017 39.6%
2016 4.8%
2015 5.7%
2014 104%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 168.11 Yr.

Data below for UTI Transportation & Logistics Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical78.76%
Industrials16.74%
Financial Services0.42%
Asset Allocation
Asset ClassValue
Cash3.86%
Equity95.93%
Debt0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
14%₹481 Cr1,761,429
↓ -56,862
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
9%₹326 Cr294,620
↑ 7,837
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
9%₹299 Cr610,202
↑ 40,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
8%₹261 Cr3,129,331
↓ -310,124
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
7%₹255 Cr258,808
↓ -46,994
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
6%₹196 Cr392,292
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
5%₹174 Cr1,267,853
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
5%₹162 Cr399,357
↑ 21,718
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 532343
3%₹105 Cr420,372
↑ 43,679
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MOTHERSON
2%₹83 Cr4,603,385

2. UTI Infrastructure Fund

The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved.

UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 28 in Sectoral category.  Return for 2023 was 38.2% , 2022 was 8.8% and 2021 was 39.4% .

Below is the key information for UTI Infrastructure Fund

UTI Infrastructure Fund
Growth
Launch Date 7 Apr 04
NAV (05 Dec 24) ₹143.062 ↑ 0.74   (0.52 %)
Net Assets (Cr) ₹2,293 on 31 Oct 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.25
Sharpe Ratio 2.14
Information Ratio 0.06
Alpha Ratio 4.42
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹9,643
30 Nov 21₹14,203
30 Nov 22₹16,129
30 Nov 23₹19,795
30 Nov 24₹26,097

UTI 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for UTI 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 5 Dec 24

DurationReturns
1 Month 1.5%
3 Month -4.9%
6 Month 8.5%
1 Year 29.9%
3 Year 22.7%
5 Year 21.8%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.2%
2022 8.8%
2021 39.4%
2020 3.4%
2019 6.7%
2018 -15.6%
2017 41.4%
2016 4%
2015 -5.5%
2014 60.1%
Fund Manager information for UTI Infrastructure Fund
NameSinceTenure
Sachin Trivedi1 Sep 213.17 Yr.

Data below for UTI Infrastructure Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials40.13%
Communication Services12.53%
Utility12.26%
Energy10.78%
Basic Materials6.5%
Financial Services6.45%
Consumer Cyclical3.75%
Real Estate3.5%
Technology0.09%
Asset Allocation
Asset ClassValue
Cash3.91%
Equity96%
Debt0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
12%₹271 Cr1,677,632
↓ -40,670
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT
10%₹229 Cr632,396
↓ -35,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 532555
7%₹171 Cr4,178,944
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
5%₹111 Cr831,450
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
5%₹107 Cr96,500
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 500312
3%₹77 Cr2,886,087
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
3%₹73 Cr179,999
↑ 13,914
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
3%₹68 Cr491,713
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 532215
3%₹67 Cr581,655
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
2%₹54 Cr675,092

3. UTI Core Equity Fund

(Erstwhile UTI Top 100 Fund)

The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 29 in Large & Mid Cap category.  Return for 2023 was 34.4% , 2022 was 4.6% and 2021 was 40.8% .

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (05 Dec 24) ₹180.243 ↑ 0.79   (0.44 %)
Net Assets (Cr) ₹3,976 on 31 Oct 24
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.57
Information Ratio 0.64
Alpha Ratio 8.79
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,641
30 Nov 21₹15,786
30 Nov 22₹17,177
30 Nov 23₹21,061
30 Nov 24₹28,696

UTI Core Equity Fund SIP Returns

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

Returns for UTI Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month 2.5%
3 Month -1.9%
6 Month 19.2%
1 Year 35.8%
3 Year 22.3%
5 Year 24%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.4%
2022 4.6%
2021 40.8%
2020 12.8%
2019 1.5%
2018 -7.9%
2017 35.2%
2016 3.4%
2015 0.5%
2014 41.7%
Fund Manager information for UTI Core Equity Fund
NameSinceTenure
V Srivatsa17 May 177.47 Yr.

Data below for UTI Core Equity Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services33.74%
Consumer Cyclical10.35%
Technology9.63%
Basic Materials9.47%
Health Care8.2%
Communication Services6.22%
Consumer Defensive5.25%
Industrials5.01%
Utility3.59%
Energy1.73%
Real Estate1.63%
Asset Allocation
Asset ClassValue
Cash5.07%
Equity94.83%
Debt0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
7%₹298 Cr1,715,081
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
5%₹190 Cr1,466,807
↑ 32,794
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
4%₹149 Cr3,045,267
↑ 43,167
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
3%₹129 Cr731,297
↑ 54,260
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 500271
3%₹105 Cr816,426
↓ -93,600
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
3%₹100 Cr2,165,417
↑ 270,872
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
2%₹93 Cr4,576,814
↑ 735,828
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Jun 21 | DALBHARAT
2%₹89 Cr482,921
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL
2%₹84 Cr4,130,833
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹83 Cr2,424,639
↑ 183,835

4. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 40 in Sectoral category.  Return for 2023 was 38.2% , 2022 was -12.3% and 2021 was 19.1% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (05 Dec 24) ₹291.495 ↑ 0.25   (0.09 %)
Net Assets (Cr) ₹1,187 on 31 Oct 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 2.81
Information Ratio -0.28
Alpha Ratio -2.15
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹15,670
30 Nov 21₹19,186
30 Nov 22₹18,040
30 Nov 23₹23,340
30 Nov 24₹33,757

UTI 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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for UTI 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 5 Dec 24

DurationReturns
1 Month 2.5%
3 Month 2.8%
6 Month 32.6%
1 Year 46%
3 Year 21.6%
5 Year 27.8%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.2%
2022 -12.3%
2021 19.1%
2020 67.4%
2019 1.2%
2018 -7.5%
2017 6.2%
2016 -9.7%
2015 12.4%
2014 43.7%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure
Kamal Gada2 May 222.5 Yr.

Data below for UTI Healthcare Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Health Care95.93%
Basic Materials1.5%
Financial Services1.04%
Asset Allocation
Asset ClassValue
Cash1.42%
Equity98.47%
Debt0.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
11%₹134 Cr725,000
↓ -10,274
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
6%₹70 Cr450,660
↑ 660
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532331
5%₹64 Cr208,365
↑ 8,365
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
5%₹55 Cr435,500
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹44 Cr266,306
↑ 96,263
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532296
4%₹42 Cr250,331
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
4%₹42 Cr60,000
↓ -4,796
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 532843
3%₹40 Cr634,445
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL
3%₹39 Cr74,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | ERIS
3%₹36 Cr275,361

5. UTI Value Opportunities Fund

(Erstwhile UTI Opportunities Fund)

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 82 in Value category.  Return for 2023 was 26.7% , 2022 was 4.3% and 2021 was 30.4% .

Below is the key information for UTI Value Opportunities Fund

UTI Value Opportunities Fund
Growth
Launch Date 20 Jul 05
NAV (05 Dec 24) ₹170.208 ↑ 0.98   (0.58 %)
Net Assets (Cr) ₹10,141 on 31 Oct 24
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 2.33
Information Ratio 0.62
Alpha Ratio 7.01
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Value

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,241
30 Nov 21₹15,345
30 Nov 22₹16,736
30 Nov 23₹19,367
30 Nov 24₹26,140

UTI Value Opportunities 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 UTI Value Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month 2.4%
3 Month -1.4%
6 Month 19.8%
1 Year 33.9%
3 Year 19.6%
5 Year 21.6%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.7%
2022 4.3%
2021 30.4%
2020 19%
2019 10.4%
2018 -2.4%
2017 29.1%
2016 2.6%
2015 -5.9%
2014 41.2%
Fund Manager information for UTI Value Opportunities Fund
NameSinceTenure
Amit Premchandani1 Feb 186.75 Yr.

Data below for UTI Value Opportunities Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services31.47%
Technology11.46%
Consumer Cyclical11.35%
Basic Materials10.22%
Health Care9.58%
Communication Services6.48%
Industrials4.87%
Energy4.25%
Consumer Defensive3.89%
Utility3.21%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash1.73%
Equity98.08%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
9%₹937 Cr5,400,000
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
6%₹569 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
5%₹523 Cr2,975,000
↑ 25,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹371 Cr2,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹325 Cr2,800,000
↑ 200,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
3%₹303 Cr1,750,000
↑ 50,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹295 Cr3,600,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 532755
3%₹290 Cr1,800,000
↓ -25,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹273 Cr2,050,000
↑ 350,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M
2%₹225 Cr825,000
↓ -25,000

6. UTI Dividend Yield Fund

(Erstwhile UTI - Dividend Yield Fund)

The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 75 in Dividend Yield category.  Return for 2023 was 35.4% , 2022 was -5.3% and 2021 was 38.8% .

Below is the key information for UTI Dividend Yield Fund

UTI Dividend Yield Fund
Growth
Launch Date 3 May 05
NAV (05 Dec 24) ₹180.805 ↑ 0.92   (0.51 %)
Net Assets (Cr) ₹4,198 on 31 Oct 24
Category Equity - Dividend Yield
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.39
Information Ratio 0.45
Alpha Ratio 8.81
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Dividend Yield

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,026
30 Nov 21₹15,856
30 Nov 22₹16,169
30 Nov 23₹19,610
30 Nov 24₹27,199

UTI Dividend Yield 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 UTI Dividend Yield Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month 1.7%
3 Month -3.4%
6 Month 19.1%
1 Year 36.6%
3 Year 19.4%
5 Year 22.6%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.4%
2022 -5.3%
2021 38.8%
2020 18.9%
2019 3.3%
2018 0.5%
2017 28.5%
2016 6.1%
2015 -5.1%
2014 41.2%
Fund Manager information for UTI Dividend Yield Fund
NameSinceTenure
Amit Premchandani16 Nov 221.96 Yr.

Data below for UTI Dividend Yield Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services25.81%
Technology15.32%
Consumer Defensive9.49%
Health Care9.46%
Consumer Cyclical9.18%
Utility7.88%
Industrials6.29%
Energy5.78%
Basic Materials5.62%
Communication Services1.15%
Asset Allocation
Asset ClassValue
Cash3.78%
Equity95.98%
Debt0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
8%₹321 Cr1,850,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹167 Cr950,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 532755
4%₹157 Cr975,000
↓ -25,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC
3%₹117 Cr2,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK
3%₹116 Cr900,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 05 | 532555
3%₹110 Cr2,700,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
3%₹109 Cr400,000
↓ -50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS
3%₹107 Cr270,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
2%₹104 Cr600,000
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 30 Jun 06 | GESHIP
2%₹95 Cr740,000

7. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 36 in Mid Cap category.  Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (05 Dec 24) ₹311.879 ↑ 0.44   (0.14 %)
Net Assets (Cr) ₹11,894 on 31 Oct 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.77
Information Ratio -1.36
Alpha Ratio -2.07
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Mid Cap

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,555
30 Nov 21₹18,666
30 Nov 22₹19,411
30 Nov 23₹23,867
30 Nov 24₹30,791

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month 3.7%
3 Month -3%
6 Month 18.6%
1 Year 30.2%
3 Year 18.5%
5 Year 25.9%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.5%
2022 -0.8%
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 195.18 Yr.

Data below for UTI Mid Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.45%
Industrials18.02%
Financial Services17.26%
Technology11.8%
Health Care10.75%
Basic Materials9.41%
Communication Services3.33%
Consumer Defensive2.18%
Utility2.06%
Real Estate2.01%
Energy0.55%
Asset Allocation
Asset ClassValue
Cash3.04%
Equity96.82%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
3%₹301 Cr394,800
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹251 Cr560,509
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹242 Cr450,536
↓ -50,500
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹241 Cr416,587
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹239 Cr1,571,611
↑ 25,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500271
2%₹230 Cr1,795,097
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹230 Cr1,351,859
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹229 Cr1,620,419
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹225 Cr346,808
↑ 8,159
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532331
2%₹224 Cr730,779
↓ -9,994

8. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 20 in Sectoral category.  Return for 2023 was 19.5% , 2022 was 15.1% and 2021 was 14.3% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund
Growth
Launch Date 7 Apr 04
NAV (05 Dec 24) ₹178.384 ↑ 1.07   (0.60 %)
Net Assets (Cr) ₹1,159 on 31 Oct 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 1.58
Information Ratio 0.64
Alpha Ratio 6.65
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹8,897
30 Nov 21₹11,062
30 Nov 22₹12,587
30 Nov 23₹13,890
30 Nov 24₹16,854

UTI Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month 1.9%
3 Month 2.2%
6 Month 17.9%
1 Year 20.2%
3 Year 15.3%
5 Year 11.5%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.5%
2022 15.1%
2021 14.3%
2020 -5.3%
2019 11.6%
2018 -6.8%
2017 43.5%
2016 13%
2015 -11.3%
2014 64%
Fund Manager information for UTI Banking and Financial Services Fund
NameSinceTenure
Preethi S2 May 222.5 Yr.

Data below for UTI Banking and Financial Services Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services96.99%
Technology1.95%
Asset Allocation
Asset ClassValue
Cash0.68%
Equity98.94%
Debt0.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK
16%₹187 Cr1,445,000
↑ 150,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
15%₹175 Cr1,005,927
↓ -70,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
6%₹72 Cr620,000
↑ 300,000
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN
5%₹62 Cr196,736
↑ 22,600
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
5%₹62 Cr750,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCLIFE
4%₹50 Cr697,890
↑ 5,000
India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Dec 23 | INDIASHLTR
4%₹48 Cr714,617
REC Ltd (Financial Services)
Equity, Since 30 Nov 23 | 532955
4%₹44 Cr832,500
↑ 150,500
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 590003
4%₹42 Cr1,876,541
↑ 66,716
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 500271
3%₹40 Cr314,018

9. UTI India Lifestyle Fund

The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.

UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 10.7% since its launch.  Ranked 64 in Sectoral category.  Return for 2023 was 23% , 2022 was -2.3% and 2021 was 26.4% .

Below is the key information for UTI India Lifestyle Fund

UTI India Lifestyle Fund
Growth
Launch Date 30 Jul 07
NAV (05 Dec 24) ₹59.046 ↑ 0.49   (0.83 %)
Net Assets (Cr) ₹709 on 31 Oct 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 1.55
Information Ratio -1.26
Alpha Ratio -0.74
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,512
30 Nov 21₹14,586
30 Nov 22₹14,798
30 Nov 23₹16,795
30 Nov 24₹21,346

UTI India Lifestyle 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 UTI India Lifestyle Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month 1.3%
3 Month -4.5%
6 Month 12.3%
1 Year 26.7%
3 Year 13.8%
5 Year 16.7%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23%
2022 -2.3%
2021 26.4%
2020 15.2%
2019 5.8%
2018 -2.5%
2017 32.6%
2016 3.2%
2015 -1.9%
2014 32.6%
Fund Manager information for UTI India Lifestyle Fund
NameSinceTenure
Vishal Chopda28 Feb 186.68 Yr.

Data below for UTI India Lifestyle Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical37.58%
Consumer Defensive27.85%
Communication Services10.67%
Industrials6.9%
Financial Services6.33%
Basic Materials2.05%
Health Care2.03%
Real Estate1.98%
Asset Allocation
Asset ClassValue
Cash4.41%
Equity95.39%
Debt0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL
7%₹48 Cr297,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
7%₹47 Cr66,000
↓ -4,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI
5%₹34 Cr30,400
↓ -4,800
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
4%₹32 Cr645,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 532424
4%₹31 Cr240,000
↑ 2,400
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹29 Cr73,000
↑ 3,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO
4%₹27 Cr55,000
↑ 1,049
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
4%₹27 Cr100,000
↑ 22,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
4%₹27 Cr106,000
↑ 29,800
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 May 23 | UNITDSPR
3%₹19 Cr128,700

10. UTI MNC Fund

(Erstwhile UTI - MNC Fund)

The Funds collected under the scheme shall be invested predominantly in stocks of Multinational Corporations and other liquid stocks. The funds collected under the scheme shall be invested in equities and equity related instruments. The risk profile of investment could be high.

UTI MNC Fund is a Equity - Sectoral fund was launched on 29 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 36 in Sectoral category.  Return for 2023 was 22.6% , 2022 was -1.4% and 2021 was 24.1% .

Below is the key information for UTI MNC Fund

UTI MNC Fund
Growth
Launch Date 29 May 98
NAV (05 Dec 24) ₹400.72 ↑ 2.24   (0.56 %)
Net Assets (Cr) ₹3,031 on 31 Oct 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 1.6
Information Ratio -0.66
Alpha Ratio 2.7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,603
30 Nov 21₹13,563
30 Nov 22₹14,136
30 Nov 23₹16,257
30 Nov 24₹20,005

UTI MNC Fund 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 UTI MNC Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 24

DurationReturns
1 Month -0.3%
3 Month -4%
6 Month 10.2%
1 Year 23.5%
3 Year 13.7%
5 Year 15.2%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.6%
2022 -1.4%
2021 24.1%
2020 12.9%
2019 -1.7%
2018 -0.3%
2017 37.3%
2016 -3%
2015 12.7%
2014 62.9%
Fund Manager information for UTI MNC Fund
NameSinceTenure
Karthikraj Lakshmanan16 Nov 221.96 Yr.

Data below for UTI MNC Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Defensive23.55%
Consumer Cyclical20.31%
Industrials16.31%
Health Care11.48%
Basic Materials10.03%
Financial Services9.41%
Technology5.42%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity96.51%
Debt0.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 06 | MARUTI
8%₹229 Cr206,525
↑ 42,247
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | UBL
5%₹140 Cr726,043
↓ -3,128
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
4%₹134 Cr590,000
↑ 20,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
4%₹126 Cr2,725,000
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 28 Feb 21 | PGHL
4%₹126 Cr240,378
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 13 | 500238
4%₹117 Cr586,216
↓ -13,784
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 500825
4%₹114 Cr198,323
↓ -51,677
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Mar 13 | UNITDSPR
3%₹106 Cr730,953
↓ -24,453
3M India Ltd (Industrials)
Equity, Since 30 Apr 20 | 3MINDIA
3%₹101 Cr27,961
Siemens Ltd (Industrials)
Equity, Since 31 Jan 03 | 500550
3%₹87 Cr125,000

কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?

আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে আপনার SIP বিনিয়োগ কীভাবে বাড়বে তা জানতে চান? 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!

অনলাইনে ইউটিআই ফান্ডে 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!

    এবার শুরু করা যাক

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।
How helpful was this page ?
Rated 3.8, based on 17 reviews.
POST A COMMENT