+91-22-4891390910টি সেরা UTI SIP মিউচুয়াল ফান্ড 2022৷
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।
কেন সেরা UTI SIP ফান্ডে বিনিয়োগ করবেন?
একটি SIP এর কিছু প্রধান সুবিধা যা আপনি লাভ করতে পারেনবিনিয়োগ ইউটিআই স্কিমগুলির মধ্যে রয়েছে:
- রুপি খরচ গড়
- যৌগিক শক্তি
- দীর্ঘমেয়াদী সঞ্চয়ের অভ্যাস
- বাজার সময় প্রয়োজন নেই
- অর্জনে সহায়তা করেআর্থিক লক্ষ্য
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
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বিনিয়োগের জন্য সেরা UTI SIP ইক্যুইটি মিউচুয়াল ফান্ড
(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. Below is the key information for UTI Healthcare Fund Returns up to 1 year are on Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. Research Highlights for UTI Transportation & Logistics Fund Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on (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. Research Highlights for UTI Core Equity Fund Below is the key information for UTI Core Equity Fund Returns up to 1 year are on 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. Research Highlights for UTI Infrastructure Fund Below is the key information for UTI Infrastructure Fund Returns up to 1 year are on (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. Research Highlights for UTI Dividend Yield Fund Below is the key information for UTI Dividend Yield Fund Returns up to 1 year are on (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. Research Highlights for UTI Banking and Financial Services Fund Below is the key information for UTI Banking and Financial Services Fund Returns up to 1 year are on (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. Research Highlights for UTI Value Opportunities Fund Below is the key information for UTI Value Opportunities Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. Research Highlights for UTI Mid Cap Fund Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on 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. Research Highlights for UTI India Lifestyle Fund Below is the key information for UTI India Lifestyle Fund Returns up to 1 year are on (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. Research Highlights for UTI MNC Fund Below is the key information for UTI MNC Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Healthcare Fund Growth ₹342.841
↓ -1.33 ₹1,371 500 12.1 23.2 17.2 23.9 15 -3.1 UTI Transportation & Logistics Fund Growth ₹297.353
↓ -0.39 ₹4,263 500 9 7.2 4.3 17.8 19.8 19.5 UTI Core Equity Fund Growth ₹185.399
↑ 0.18 ₹6,407 500 4.1 4.1 5.3 14.9 13.7 7.4 UTI Infrastructure Fund Growth ₹144.62
↑ 0.08 ₹2,158 500 2.3 4.9 4.9 13.6 13.3 4.3 UTI Dividend Yield Fund Growth ₹175.66
↓ -0.07 ₹3,814 500 2.5 -0.2 -0.1 12.8 10.4 5.3 UTI Banking and Financial Services Fund Growth ₹196.359
↑ 1.10 ₹1,440 500 7.3 0 7 12.5 10.7 16.3 UTI Value Opportunities Fund Growth ₹165.608
↓ -0.05 ₹9,659 500 3.9 0.8 -1.1 12.1 10.7 7 UTI Mid Cap Fund Growth ₹319.688
↓ -0.84 ₹12,379 500 7.6 10.9 6.6 11.9 11.7 -0.1 UTI India Lifestyle Fund Growth ₹57.6553
↓ -0.30 ₹735 500 6.7 6.2 -3.5 10.4 8.5 3.8 UTI MNC Fund Growth ₹401.426
↓ -0.41 ₹2,765 500 4.7 7 0.7 8.9 7.7 3.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary UTI Healthcare Fund UTI Transportation & Logistics Fund UTI Core Equity Fund UTI Infrastructure Fund UTI Dividend Yield Fund UTI Banking and Financial Services Fund UTI Value Opportunities Fund UTI Mid Cap Fund UTI India Lifestyle Fund UTI MNC Fund Point 1 Bottom quartile AUM (₹1,371 Cr). Upper mid AUM (₹4,263 Cr). Upper mid AUM (₹6,407 Cr). Lower mid AUM (₹2,158 Cr). Upper mid AUM (₹3,814 Cr). Bottom quartile AUM (₹1,440 Cr). Top quartile AUM (₹9,659 Cr). Highest AUM (₹12,379 Cr). Bottom quartile AUM (₹735 Cr). Lower mid AUM (₹2,765 Cr). Point 2 Established history (27+ yrs). Established history (22+ yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (19+ yrs). Oldest track record among peers (28 yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 15.01% (top quartile). 5Y return: 19.76% (top quartile). 5Y return: 13.68% (upper mid). 5Y return: 13.31% (upper mid). 5Y return: 10.43% (bottom quartile). 5Y return: 10.68% (lower mid). 5Y return: 10.68% (lower mid). 5Y return: 11.73% (upper mid). 5Y return: 8.47% (bottom quartile). 5Y return: 7.71% (bottom quartile). Point 6 3Y return: 23.91% (top quartile). 3Y return: 17.81% (top quartile). 3Y return: 14.86% (upper mid). 3Y return: 13.60% (upper mid). 3Y return: 12.80% (upper mid). 3Y return: 12.50% (lower mid). 3Y return: 12.11% (lower mid). 3Y return: 11.89% (bottom quartile). 3Y return: 10.40% (bottom quartile). 3Y return: 8.90% (bottom quartile). Point 7 1Y return: 17.20% (top quartile). 1Y return: 4.31% (lower mid). 1Y return: 5.29% (upper mid). 1Y return: 4.88% (upper mid). 1Y return: -0.05% (bottom quartile). 1Y return: 7.02% (top quartile). 1Y return: -1.13% (bottom quartile). 1Y return: 6.60% (upper mid). 1Y return: -3.46% (bottom quartile). 1Y return: 0.71% (lower mid). Point 8 Alpha: 0.66 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.80 (upper mid). Alpha: -1.10 (lower mid). Alpha: -2.10 (lower mid). Alpha: 4.13 (top quartile). Alpha: -3.34 (bottom quartile). Alpha: -4.08 (bottom quartile). Alpha: 0.30 (upper mid). Alpha: -9.33 (bottom quartile). Point 9 Sharpe: 0.51 (top quartile). Sharpe: 0.47 (top quartile). Sharpe: 0.02 (upper mid). Sharpe: -0.02 (lower mid). Sharpe: -0.19 (bottom quartile). Sharpe: 0.08 (upper mid). Sharpe: -0.24 (bottom quartile). Sharpe: 0.02 (upper mid). Sharpe: 0.01 (lower mid). Sharpe: -0.03 (bottom quartile). Point 10 Information ratio: 0.05 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.40 (top quartile). Information ratio: -0.40 (lower mid). Information ratio: 0.42 (top quartile). Information ratio: 0.37 (upper mid). Information ratio: 0.31 (upper mid). Information ratio: -1.47 (bottom quartile). Information ratio: -0.82 (bottom quartile). Information ratio: -0.83 (bottom quartile). UTI Healthcare Fund
UTI Transportation & Logistics Fund
UTI Core Equity Fund
UTI Infrastructure Fund
UTI Dividend Yield Fund
UTI Banking and Financial Services Fund
UTI Value Opportunities Fund
UTI Mid Cap Fund
UTI India Lifestyle Fund
UTI MNC Fund
সম্পদ >= 100 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. UTI Healthcare Fund
UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (04 Sep 26) ₹342.841 ↓ -1.33 (-0.39 %) Net Assets (Cr) ₹1,371 on 31 Jul 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio 0.51 Information Ratio 0.05 Alpha Ratio 0.66 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹8,732 31 Aug 23 ₹10,641 31 Aug 24 ₹16,559 31 Aug 25 ₹16,996 31 Aug 26 ₹20,298 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 1.8% 3 Month 12.1% 6 Month 23.2% 1 Year 17.2% 3 Year 23.9% 5 Year 15% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.1% 2023 42.9% 2022 38.2% 2021 -12.3% 2020 19.1% 2019 67.4% 2018 1.2% 2017 -7.5% 2016 6.2% 2015 -9.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 4.25 Yr. Data below for UTI Healthcare Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Health Care 96.17% Asset Allocation
Asset Class Value Cash 2.92% Equity 97.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA9% ₹119 Cr 600,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB6% ₹76 Cr 94,707
↑ 465 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 5323315% ₹66 Cr 190,000
↓ -4,021 Caplin Point Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 23 | CAPLIPOINT4% ₹54 Cr 215,000
↑ 15,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | 5002574% ₹49 Cr 203,834 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND4% ₹49 Cr 195,000
↓ -20,251 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP3% ₹47 Cr 53,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY3% ₹42 Cr 370,000
↑ 80,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 21 | ALKEM3% ₹42 Cr 73,830 Global Health Ltd (Healthcare)
Equity, Since 31 Oct 24 | MEDANTA3% ₹39 Cr 274,290
↑ 14,290 2. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (04 Sep 26) ₹297.353 ↓ -0.39 (-0.13 %) Net Assets (Cr) ₹4,263 on 31 Jul 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.47 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹12,993 31 Aug 23 ₹14,932 31 Aug 24 ₹23,413 31 Aug 25 ₹22,992 31 Aug 26 ₹25,346 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.4% 3 Month 9% 6 Month 7.2% 1 Year 4.3% 3 Year 17.8% 5 Year 19.8% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 18.7% 2022 40.1% 2021 14.7% 2020 24.3% 2019 11% 2018 -8.7% 2017 -19.5% 2016 39.6% 2015 4.8% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 9.86 Yr. Data below for UTI Transportation & Logistics Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Consumer Cyclical 82.42% Industrials 13.94% Energy 0.41% Asset Allocation
Asset Class Value Cash 3.06% Equity 96.78% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M13% ₹549 Cr 1,614,940 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL10% ₹417 Cr 13,773,081 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI9% ₹379 Cr 265,955
↑ 7,500 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT8% ₹328 Cr 419,126 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5329776% ₹268 Cr 232,860
↓ -18,797 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS6% ₹238 Cr 1,399,964 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5323434% ₹189 Cr 438,430 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO4% ₹188 Cr 348,379
↓ -10,453 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹171 Cr 786,342 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO3% ₹129 Cr 250,430 3. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (04 Sep 26) ₹185.399 ↑ 0.18 (0.10 %) Net Assets (Cr) ₹6,407 on 31 Jul 26 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.02 Information Ratio 0.4 Alpha Ratio -0.8 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,488 31 Aug 23 ₹12,511 31 Aug 24 ₹19,009 31 Aug 25 ₹18,051 31 Aug 26 ₹19,356 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.3% 3 Month 4.1% 6 Month 4.1% 1 Year 5.3% 3 Year 14.9% 5 Year 13.7% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 27.2% 2022 34.4% 2021 4.6% 2020 40.8% 2019 12.8% 2018 1.5% 2017 -7.9% 2016 35.2% 2015 3.4% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 9.21 Yr. Data below for UTI Core Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.3% Technology 8.69% Industrials 8.62% Health Care 8.15% Consumer Cyclical 8.13% Basic Materials 6.99% Communication Services 6.77% Consumer Defensive 5.62% Energy 5.28% Real Estate 4.73% Utility 3.4% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK6% ₹360 Cr 4,809,721
↑ 535,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK5% ₹308 Cr 2,142,555
↑ 530,000 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE3% ₹209 Cr 1,596,380
↑ 555,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹198 Cr 1,755,225
↑ 222,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN3% ₹194 Cr 1,885,982
↑ 280,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 14 | LT3% ₹179 Cr 454,456
↑ 20,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL3% ₹175 Cr 889,222 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC3% ₹161 Cr 5,744,906 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 28 Feb 21 | AUROPHARMA2% ₹155 Cr 979,252 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL2% ₹151 Cr 3,730,761
↓ -150,000 4. UTI Infrastructure Fund
UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (04 Sep 26) ₹144.62 ↑ 0.08 (0.05 %) Net Assets (Cr) ₹2,158 on 31 Jul 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio -0.02 Information Ratio -0.4 Alpha Ratio -1.1 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,698 31 Aug 23 ₹12,694 31 Aug 24 ₹19,759 31 Aug 25 ₹17,916 31 Aug 26 ₹18,837 Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.4% 3 Month 2.3% 6 Month 4.9% 1 Year 4.9% 3 Year 13.6% 5 Year 13.3% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.3% 2023 18.5% 2022 38.2% 2021 8.8% 2020 39.4% 2019 3.4% 2018 6.7% 2017 -15.6% 2016 41.4% 2015 4% Fund Manager information for UTI Infrastructure Fund
Name Since Tenure Deepesh Agarwal 16 Jun 25 1.13 Yr. Data below for UTI Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 44.82% Energy 14.63% Communication Services 14.23% Utility 7.28% Basic Materials 6.41% Financial Services 4.82% Consumer Cyclical 3.04% Real Estate 2.48% Health Care 0.15% Asset Allocation
Asset Class Value Cash 1.92% Equity 98.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL14% ₹293 Cr 1,487,795
↓ -76,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT9% ₹188 Cr 477,110
↑ 10,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE8% ₹176 Cr 1,345,997
↑ 65,771 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325384% ₹94 Cr 78,761 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO4% ₹91 Cr 176,459
↓ -12,533 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS4% ₹89 Cr 522,760 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 5325553% ₹74 Cr 2,143,768 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 5003123% ₹73 Cr 3,025,981 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 5322153% ₹56 Cr 453,281 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 25 | HAL2% ₹47 Cr 102,200 5. UTI Dividend Yield Fund
UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (04 Sep 26) ₹175.66 ↓ -0.07 (-0.04 %) Net Assets (Cr) ₹3,814 on 31 Jul 26 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio -0.19 Information Ratio 0.42 Alpha Ratio -2.1 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹9,755 31 Aug 23 ₹11,322 31 Aug 24 ₹17,631 31 Aug 25 ₹16,337 31 Aug 26 ₹16,716 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.3% 3 Month 2.5% 6 Month -0.2% 1 Year -0.1% 3 Year 12.8% 5 Year 10.4% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 24.7% 2022 35.4% 2021 -5.3% 2020 38.8% 2019 18.9% 2018 3.3% 2017 0.5% 2016 28.5% 2015 6.1% Fund Manager information for UTI Dividend Yield Fund
Name Since Tenure Amit Premchandani 16 Nov 22 3.71 Yr. Data below for UTI Dividend Yield Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 27.7% Technology 12.04% Consumer Cyclical 10.96% Health Care 10.06% Industrials 7.7% Real Estate 6.2% Utility 5.58% Energy 5.41% Consumer Defensive 4.44% Basic Materials 3.74% Communication Services 3.59% Asset Allocation
Asset Class Value Cash 1.38% Equity 98.08% Debt 0.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK8% ₹314 Cr 4,200,000
↑ 100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK6% ₹222 Cr 1,550,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN3% ₹128 Cr 1,250,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 5327553% ₹120 Cr 725,000
↓ -15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 24 | BHARTIARTL3% ₹118 Cr 600,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹117 Cr 345,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK3% ₹101 Cr 2,600,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹96 Cr 850,000
↑ 25,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | 5328982% ₹91 Cr 3,200,000
↑ 50,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI2% ₹88 Cr 62,000 6. UTI Banking and Financial Services Fund
UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (04 Sep 26) ₹196.359 ↑ 1.10 (0.56 %) Net Assets (Cr) ₹1,440 on 31 Jul 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.2 Sharpe Ratio 0.08 Information Ratio 0.37 Alpha Ratio 4.13 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,354 31 Aug 23 ₹11,675 31 Aug 24 ₹14,722 31 Aug 25 ₹15,560 31 Aug 26 ₹16,957 Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.5% 3 Month 7.3% 6 Month 0% 1 Year 7% 3 Year 12.5% 5 Year 10.7% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.3% 2023 11.1% 2022 19.5% 2021 15.1% 2020 14.3% 2019 -5.3% 2018 11.6% 2017 -6.8% 2016 43.5% 2015 13% Fund Manager information for UTI Banking and Financial Services Fund
Name Since Tenure Amit Premchandani 16 Jun 25 1.13 Yr. Bhavesh Kanani 12 Jan 26 0.55 Yr. Data below for UTI Banking and Financial Services Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 94.7% Technology 1.73% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK17% ₹249 Cr 3,325,000
↑ 200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK12% ₹180 Cr 1,251,000
↓ -200,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 53221510% ₹140 Cr 1,135,000
↑ 165,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN9% ₹128 Cr 1,248,490 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK9% ₹127 Cr 3,250,000
↑ 700,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000348% ₹113 Cr 991,452
↓ -143,548 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN4% ₹55 Cr 527,975
↓ -165,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 25 | UJJIVANSFB4% ₹55 Cr 7,684,317
↑ 800,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | SBILIFE4% ₹52 Cr 277,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5329782% ₹30 Cr 146,000
↓ -100,000 7. UTI Value Opportunities Fund
UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (04 Sep 26) ₹165.608 ↓ -0.05 (-0.03 %) Net Assets (Cr) ₹9,659 on 31 Jul 26 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.24 Information Ratio 0.31 Alpha Ratio -3.34 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,379 31 Aug 23 ₹11,716 31 Aug 24 ₹17,425 31 Aug 25 ₹16,719 31 Aug 26 ₹16,889 Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.9% 3 Month 3.9% 6 Month 0.8% 1 Year -1.1% 3 Year 12.1% 5 Year 10.7% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 23.4% 2022 26.7% 2021 4.3% 2020 30.4% 2019 19% 2018 10.4% 2017 -2.4% 2016 29.1% 2015 2.6% Fund Manager information for UTI Value Opportunities Fund
Name Since Tenure Amit Premchandani 1 Feb 18 8.5 Yr. Data below for UTI Value Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.51% Consumer Cyclical 12.48% Industrials 9.73% Technology 8.56% Health Care 8.48% Communication Services 7.49% Energy 6.76% Real Estate 4.38% Basic Materials 4.23% Consumer Defensive 2.83% Utility 2.81% Asset Allocation
Asset Class Value Cash 0.48% Equity 99.26% Debt 0.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK8% ₹777 Cr 10,390,192 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK6% ₹617 Cr 4,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹429 Cr 2,175,000
↓ -25,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹351 Cr 9,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹344 Cr 2,800,000
↑ 48,910 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN3% ₹329 Cr 3,200,000
↓ -100,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹322 Cr 2,850,000
↑ 100,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M3% ₹311 Cr 915,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹258 Cr 1,975,000
↓ -150,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 5327553% ₹252 Cr 1,525,000
↓ -25,000 8. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (04 Sep 26) ₹319.688 ↓ -0.84 (-0.26 %) Net Assets (Cr) ₹12,379 on 31 Jul 26 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.02 Information Ratio -1.47 Alpha Ratio -4.08 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,649 31 Aug 23 ₹12,553 31 Aug 24 ₹17,858 31 Aug 25 ₹16,418 31 Aug 26 ₹17,980 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 1.1% 3 Month 7.6% 6 Month 10.9% 1 Year 6.6% 3 Year 11.9% 5 Year 11.7% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 23.3% 2022 30.5% 2021 -0.8% 2020 43.1% 2019 32.7% 2018 -0.2% 2017 -14.9% 2016 42% 2015 3.5% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Vishal Chopda 16 Jun 25 1.13 Yr. Data below for UTI Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 24.55% Industrials 20.97% Health Care 12.92% Consumer Cyclical 11.76% Basic Materials 10.05% Technology 6.43% Real Estate 3.45% Communication Services 3.38% Utility 2.26% Energy 1.86% Consumer Defensive 0.54% Asset Allocation
Asset Class Value Cash 1.33% Equity 98.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE3% ₹370 Cr 2,150,000
↑ 296,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406113% ₹340 Cr 3,250,000
↑ 1,065,000 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | POLICYBZR3% ₹336 Cr 2,100,000
↑ 195,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK2% ₹276 Cr 7,700,000
↓ -700,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO2% ₹275 Cr 510,000
↑ 10,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5323312% ₹258 Cr 744,683
↓ -5,317 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹255 Cr 280,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO2% ₹255 Cr 1,400,000
↑ 30,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Nov 25 | AUROPHARMA2% ₹253 Cr 1,600,000
↑ 25,388 Suzlon Energy Ltd (Industrials)
Equity, Since 30 Jun 24 | SUZLON2% ₹245 Cr 51,000,000
↑ 3,500,000 9. UTI India Lifestyle Fund
UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (04 Sep 26) ₹57.6553 ↓ -0.30 (-0.52 %) Net Assets (Cr) ₹735 on 31 Jul 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.01 Information Ratio -0.82 Alpha Ratio 0.3 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,772 31 Aug 23 ₹11,249 31 Aug 24 ₹16,162 31 Aug 25 ₹15,421 31 Aug 26 ₹15,558 Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -3.5% 3 Month 6.7% 6 Month 6.2% 1 Year -3.5% 3 Year 10.4% 5 Year 8.5% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 20.2% 2022 23% 2021 -2.3% 2020 26.4% 2019 15.2% 2018 5.8% 2017 -2.5% 2016 32.6% 2015 3.2% Fund Manager information for UTI India Lifestyle Fund
Name Since Tenure Vicky Punjabi 16 Jun 25 1.13 Yr. Data below for UTI India Lifestyle Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Consumer Cyclical 53.02% Consumer Defensive 15.83% Communication Services 8.44% Financial Services 5.24% Industrials 5.06% Real Estate 3.27% Basic Materials 2.57% Health Care 2.52% Technology 2.09% Asset Allocation
Asset Class Value Cash 1.94% Equity 98.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M9% ₹70 Cr 205,244 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL9% ₹68 Cr 2,254,250
↓ -39,369 Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN8% ₹57 Cr 116,029 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI6% ₹42 Cr 29,609
↓ -235 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL6% ₹41 Cr 205,825
↓ -8,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | EICHERMOT5% ₹34 Cr 42,788 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002514% ₹31 Cr 104,193
↑ 2,100 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 5323434% ₹26 Cr 60,480 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC3% ₹21 Cr 733,363 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 23 | 5008002% ₹18 Cr 163,500
↑ 8,500 10. UTI MNC Fund
UTI MNC Fund
Growth Launch Date 29 May 98 NAV (04 Sep 26) ₹401.426 ↓ -0.41 (-0.10 %) Net Assets (Cr) ₹2,765 on 31 Jul 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.03 Information Ratio -0.83 Alpha Ratio -9.33 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.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,432 31 Aug 23 ₹11,359 31 Aug 24 ₹15,252 31 Aug 25 ₹14,501 31 Aug 26 ₹15,027 Returns for UTI MNC Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.6% 3 Month 4.7% 6 Month 7% 1 Year 0.7% 3 Year 8.9% 5 Year 7.7% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 16.7% 2022 22.6% 2021 -1.4% 2020 24.1% 2019 12.9% 2018 -1.7% 2017 -0.3% 2016 37.3% 2015 -3% Fund Manager information for UTI MNC Fund
Name Since Tenure Karthikraj Lakshmanan 16 Nov 22 3.79 Yr. Data below for UTI MNC Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Consumer Cyclical 23.27% Consumer Defensive 19.2% Health Care 15.2% Industrials 12.77% Technology 10.48% Basic Materials 7.76% Communication Services 3.37% Financial Services 2.01% Utility 0.57% Asset Allocation
Asset Class Value Cash 4.76% Equity 94.87% Debt 0.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 06 | MARUTI8% ₹233 Cr 164,000
↓ -10,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND6% ₹163 Cr 1,080,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 05 | HINDUNILVR5% ₹139 Cr 660,000 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 28 Feb 21 | PGHL5% ₹125 Cr 189,876
↓ -24,683 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 5008253% ₹95 Cr 175,000
↑ 37,905 Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 09 | 5005303% ₹94 Cr 22,825
↑ 10,763 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹93 Cr 370,000
↓ -54,791 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI3% ₹76 Cr 349,216
↑ 212 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Mar 13 | UNITDSPR2% ₹61 Cr 400,000
↓ -150,000 LG Electronics India Ltd (Technology)
Equity, Since 31 Oct 25 | LGEINDIA2% ₹60 Cr 400,000
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?
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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