+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
Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on (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. Research Highlights for UTI Healthcare Fund Below is the key information for UTI Healthcare 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 (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 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 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 (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 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 Transportation & Logistics Fund Growth ₹300.667
↑ 2.54 ₹4,067 500 3 13.7 16.9 26.2 23.3 19.5 UTI Healthcare Fund Growth ₹286.949
↑ 2.26 ₹1,126 500 -0.1 0.7 -2.8 24.7 14.9 -3.1 UTI Core Equity Fund Growth ₹190.271
↑ 1.54 ₹5,498 500 7.7 4.4 6.8 22.7 22.1 7.4 UTI Dividend Yield Fund Growth ₹184.092
↑ 1.45 ₹3,936 500 4.8 3.4 4.4 21.3 18.6 5.3 UTI Infrastructure Fund Growth ₹145.172
↑ 1.33 ₹2,200 500 4.3 0 4.2 19.8 21.1 4.3 UTI Value Opportunities Fund Growth ₹176.544
↑ 1.21 ₹10,135 500 5.4 3.8 6.5 18.9 18 7 UTI Mid Cap Fund Growth ₹306.851
↑ 2.15 ₹12,050 500 3.4 -0.3 -0.6 17.5 18 -0.1 UTI Banking and Financial Services Fund Growth ₹200.454
↑ 1.62 ₹1,386 500 6.1 3.5 15.5 15.8 15.5 16.3 UTI India Lifestyle Fund Growth ₹59.5747
↑ 0.23 ₹738 500 1.4 3.4 1.7 15.5 13.7 3.8 UTI MNC Fund Growth ₹405.38
↑ 1.60 ₹2,872 500 2.2 4.2 2 14.2 12.7 3.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary UTI Transportation & Logistics Fund UTI Healthcare Fund UTI Core Equity Fund UTI Dividend Yield Fund UTI Infrastructure Fund UTI Value Opportunities Fund UTI Mid Cap Fund UTI Banking and Financial Services Fund UTI India Lifestyle Fund UTI MNC Fund Point 1 Upper mid AUM (₹4,067 Cr). Bottom quartile AUM (₹1,126 Cr). Upper mid AUM (₹5,498 Cr). Upper mid AUM (₹3,936 Cr). Lower mid AUM (₹2,200 Cr). Top quartile AUM (₹10,135 Cr). Highest AUM (₹12,050 Cr). Bottom quartile AUM (₹1,386 Cr). Bottom quartile AUM (₹738 Cr). Lower mid AUM (₹2,872 Cr). Point 2 Established history (21+ yrs). Established history (26+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (18+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 3★ (top quartile). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 23.32% (top quartile). 5Y return: 14.90% (bottom quartile). 5Y return: 22.09% (top quartile). 5Y return: 18.60% (upper mid). 5Y return: 21.14% (upper mid). 5Y return: 18.02% (upper mid). 5Y return: 17.97% (lower mid). 5Y return: 15.46% (lower mid). 5Y return: 13.70% (bottom quartile). 5Y return: 12.66% (bottom quartile). Point 6 3Y return: 26.20% (top quartile). 3Y return: 24.65% (top quartile). 3Y return: 22.69% (upper mid). 3Y return: 21.28% (upper mid). 3Y return: 19.76% (upper mid). 3Y return: 18.93% (lower mid). 3Y return: 17.47% (lower mid). 3Y return: 15.85% (bottom quartile). 3Y return: 15.46% (bottom quartile). 3Y return: 14.21% (bottom quartile). Point 7 1Y return: 16.90% (top quartile). 1Y return: -2.83% (bottom quartile). 1Y return: 6.75% (upper mid). 1Y return: 4.40% (upper mid). 1Y return: 4.18% (lower mid). 1Y return: 6.47% (upper mid). 1Y return: -0.58% (bottom quartile). 1Y return: 15.46% (top quartile). 1Y return: 1.69% (bottom quartile). 1Y return: 2.04% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: -2.38 (upper mid). Alpha: -1.49 (top quartile). Alpha: -4.55 (lower mid). Alpha: -7.46 (bottom quartile). Alpha: -2.30 (upper mid). Alpha: -7.34 (bottom quartile). Alpha: -2.70 (upper mid). Alpha: -6.65 (bottom quartile). Alpha: -4.20 (lower mid). Point 9 Sharpe: 0.72 (top quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 0.08 (upper mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.09 (upper mid). Sharpe: -0.09 (upper mid). Sharpe: -0.22 (bottom quartile). Sharpe: 0.64 (top quartile). Sharpe: -0.15 (lower mid). Sharpe: -0.19 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: -0.11 (lower mid). Information ratio: 0.79 (top quartile). Information ratio: 0.84 (top quartile). Information ratio: -0.70 (bottom quartile). Information ratio: 0.59 (upper mid). Information ratio: -1.72 (bottom quartile). Information ratio: 0.26 (upper mid). Information ratio: -1.04 (bottom quartile). Information ratio: -0.43 (lower mid). UTI Transportation & Logistics Fund
UTI Healthcare Fund
UTI Core Equity Fund
UTI Dividend Yield Fund
UTI Infrastructure Fund
UTI Value Opportunities Fund
UTI Mid Cap Fund
UTI Banking and Financial Services Fund
UTI India Lifestyle Fund
UTI MNC Fund
সম্পদ >= 100 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (02 Jan 26) ₹300.667 ↑ 2.54 (0.85 %) Net Assets (Cr) ₹4,067 on 30 Nov 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.72 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 Dec 20 ₹10,000 31 Dec 21 ₹12,434 31 Dec 22 ₹14,261 31 Dec 23 ₹19,972 31 Dec 24 ₹23,705 31 Dec 25 ₹28,333 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.9% 3 Month 3% 6 Month 13.7% 1 Year 16.9% 3 Year 26.2% 5 Year 23.3% 10 Year 15 Year Since launch 17% 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 9.2 Yr. Data below for UTI Transportation & Logistics Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 80.03% Industrials 13.97% Asset Allocation
Asset Class Value Cash 5.41% Equity 94.43% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M15% ₹620 Cr 1,649,386
↑ 45,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI10% ₹411 Cr 258,455
↓ -3,121 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT9% ₹376 Cr 532,652
↓ -21,875 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433206% ₹255 Cr 8,494,093 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO5% ₹211 Cr 357,935 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO5% ₹202 Cr 327,739 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO5% ₹193 Cr 212,504 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹165 Cr 711,342 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS4% ₹163 Cr 1,076,157 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | TVSMOTOR4% ₹142 Cr 403,430 2. UTI Healthcare Fund
UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (02 Jan 26) ₹286.949 ↑ 2.26 (0.79 %) Net Assets (Cr) ₹1,126 on 30 Nov 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio -0.22 Information Ratio -0.11 Alpha Ratio -2.38 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 Dec 20 ₹10,000 31 Dec 21 ₹11,908 31 Dec 22 ₹10,441 31 Dec 23 ₹14,430 31 Dec 24 ₹20,614 31 Dec 25 ₹19,965 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.8% 3 Month -0.1% 6 Month 0.7% 1 Year -2.8% 3 Year 24.7% 5 Year 14.9% 10 Year 15 Year Since launch 14.7% 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 3.59 Yr. Data below for UTI Healthcare Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Health Care 97.71% Basic Materials 1.03% Asset Allocation
Asset Class Value Cash 1.25% Equity 98.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA10% ₹110 Cr 600,000
↓ -50,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | AJANTPHARM6% ₹73 Cr 285,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | LUPIN6% ₹67 Cr 319,570 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹46 Cr 235,028
↓ -9,972 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY4% ₹42 Cr 335,000 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹39 Cr 221,162
↑ 8,021 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP3% ₹39 Cr 53,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 21 | ALKEM3% ₹39 Cr 68,000
↓ -4,000 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL3% ₹38 Cr 67,014 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | CIPLA3% ₹38 Cr 250,000
↓ -30,000 3. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (02 Jan 26) ₹190.271 ↑ 1.54 (0.81 %) Net Assets (Cr) ₹5,498 on 30 Nov 25 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.08 Information Ratio 0.79 Alpha Ratio -1.49 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 Dec 20 ₹10,000 31 Dec 21 ₹14,076 31 Dec 22 ₹14,720 31 Dec 23 ₹19,789 31 Dec 24 ₹25,171 31 Dec 25 ₹27,036 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 2.1% 3 Month 7.7% 6 Month 4.4% 1 Year 6.8% 3 Year 22.7% 5 Year 22.1% 10 Year 15 Year Since launch 14% 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 8.55 Yr. Data below for UTI Core Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 28.65% Consumer Cyclical 10.88% Technology 10.31% Industrials 8.28% Energy 8.18% Basic Materials 7.56% Health Care 7.5% Consumer Defensive 5.78% Communication Services 4.75% Real Estate 2.67% Utility 1.93% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK6% ₹307 Cr 3,049,721 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK4% ₹198 Cr 1,427,555 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY4% ₹197 Cr 1,264,187
↑ 45,000 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE3% ₹175 Cr 1,116,380 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK3% ₹150 Cr 5,833,275 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC3% ₹144 Cr 3,559,906 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL2% ₹136 Cr 2,584,841 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL2% ₹133 Cr 3,705,761
↓ -245,000 Wipro Ltd (Technology)
Equity, Since 30 Jun 24 | WIPRO2% ₹132 Cr 5,273,655 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 5348162% ₹123 Cr 3,074,620 4. UTI Dividend Yield Fund
UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (02 Jan 26) ₹184.092 ↑ 1.45 (0.79 %) Net Assets (Cr) ₹3,936 on 30 Nov 25 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio -0.25 Information Ratio 0.84 Alpha Ratio -4.55 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 Dec 20 ₹10,000 31 Dec 21 ₹13,884 31 Dec 22 ₹13,145 31 Dec 23 ₹17,803 31 Dec 24 ₹22,197 31 Dec 25 ₹23,381 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1.6% 3 Month 4.8% 6 Month 3.4% 1 Year 4.4% 3 Year 21.3% 5 Year 18.6% 10 Year 15 Year Since launch 15.1% 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 3.04 Yr. Data below for UTI Dividend Yield Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 28.87% Technology 14.67% Consumer Cyclical 11.04% Health Care 8.64% Energy 6.13% Consumer Defensive 6.06% Industrials 5.66% Utility 5.45% Real Estate 4.19% Communication Services 3.71% Basic Materials 3.61% Asset Allocation
Asset Class Value Cash 0.45% Equity 99.03% Debt 0.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK9% ₹358 Cr 3,550,000
↓ -75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK5% ₹208 Cr 1,500,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | TECHM4% ₹140 Cr 925,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN3% ₹137 Cr 1,400,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹134 Cr 860,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK3% ₹133 Cr 625,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹122 Cr 325,000
↓ -22,678 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 24 | BHARTIARTL3% ₹120 Cr 570,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC3% ₹105 Cr 2,600,000
↑ 100,000 Knowledge Realty Trust Units (Real Estate)
-, Since 31 Aug 25 | 5444813% ₹103 Cr 8,658,197
↓ -58,862 5. UTI Infrastructure Fund
UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (02 Jan 26) ₹145.172 ↑ 1.33 (0.92 %) Net Assets (Cr) ₹2,200 on 30 Nov 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio -0.09 Information Ratio -0.7 Alpha Ratio -7.46 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 Dec 20 ₹10,000 31 Dec 21 ₹13,935 31 Dec 22 ₹15,163 31 Dec 23 ₹20,955 31 Dec 24 ₹24,841 31 Dec 25 ₹25,910 Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1% 3 Month 4.3% 6 Month 0% 1 Year 4.2% 3 Year 19.8% 5 Year 21.1% 10 Year 15 Year Since launch 13.6% 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 Sachin Trivedi 1 Sep 21 4.25 Yr. Deepesh Agarwal 16 Jun 25 0.46 Yr. Data below for UTI Infrastructure Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 39.24% Communication Services 14.6% Energy 14% Utility 9.97% Basic Materials 7.29% Financial Services 5.63% Real Estate 2.62% Consumer Cyclical 2.6% Technology 0.48% Health Care 0.13% Asset Allocation
Asset Class Value Cash 2.32% Equity 97.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL13% ₹297 Cr 1,412,157
↓ -31,315 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT11% ₹232 Cr 568,954 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE7% ₹152 Cr 971,178
↓ -70,179 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | NTPC6% ₹131 Cr 4,006,307 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO5% ₹102 Cr 87,930 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO5% ₹101 Cr 171,147
↑ 3,824 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS3% ₹69 Cr 457,905 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 5003123% ₹69 Cr 2,839,955
↑ 44,462 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | AXISBANK3% ₹66 Cr 514,717 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 22 | BPCL2% ₹52 Cr 1,437,423
↓ -87,575 6. UTI Value Opportunities Fund
UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (02 Jan 26) ₹176.544 ↑ 1.21 (0.69 %) Net Assets (Cr) ₹10,135 on 30 Nov 25 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.09 Information Ratio 0.59 Alpha Ratio -2.3 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 Dec 20 ₹10,000 31 Dec 21 ₹13,042 31 Dec 22 ₹13,599 31 Dec 23 ₹17,232 31 Dec 24 ₹21,267 31 Dec 25 ₹22,752 Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1.8% 3 Month 5.4% 6 Month 3.8% 1 Year 6.5% 3 Year 18.9% 5 Year 18% 10 Year 15 Year Since launch 15% 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 7.84 Yr. Data below for UTI Value Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 34.97% Consumer Cyclical 13.76% Technology 10.42% Health Care 7.94% Communication Services 7.61% Industrials 6.59% Energy 5.58% Basic Materials 4.06% Consumer Defensive 2.99% Utility 2.54% Real Estate 2.5% Asset Allocation
Asset Class Value Cash 0.77% Equity 98.98% Debt 0.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK10% ₹977 Cr 9,700,000
↓ -75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK6% ₹590 Cr 4,250,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL5% ₹462 Cr 2,197,804 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹452 Cr 2,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹410 Cr 3,200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹393 Cr 1,850,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN4% ₹372 Cr 3,800,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M3% ₹310 Cr 825,000
↓ -20,355 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹306 Cr 1,950,000
↓ -50,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | TECHM3% ₹262 Cr 1,725,000 7. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (02 Jan 26) ₹306.851 ↑ 2.15 (0.70 %) Net Assets (Cr) ₹12,050 on 30 Nov 25 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.22 Information Ratio -1.72 Alpha Ratio -7.34 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 Dec 20 ₹10,000 31 Dec 21 ₹14,307 31 Dec 22 ₹14,199 31 Dec 23 ₹18,536 31 Dec 24 ₹22,851 31 Dec 25 ₹22,818 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.7% 3 Month 3.4% 6 Month -0.3% 1 Year -0.6% 3 Year 17.5% 5 Year 18% 10 Year 15 Year Since launch 17.6% 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 0.46 Yr. Data below for UTI Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 21.65% Industrials 18.03% Consumer Cyclical 16.01% Basic Materials 11.04% Health Care 10.84% Technology 10.77% Real Estate 3.34% Communication Services 2.31% Utility 1.86% Consumer Defensive 1.37% Energy 1.03% Asset Allocation
Asset Class Value Cash 1.77% Equity 98.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹299 Cr 400,000
↓ -3,783 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD2% ₹295 Cr 1,700,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹280 Cr 440,000
↓ -15,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | MFSL2% ₹277 Cr 1,630,000 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹262 Cr 1,373,013 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹261 Cr 3,000,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK2% ₹258 Cr 10,000,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO2% ₹245 Cr 396,298
↑ 72,826 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | AJANTPHARM2% ₹215 Cr 840,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹209 Cr 750,000 8. UTI Banking and Financial Services Fund
UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (02 Jan 26) ₹200.454 ↑ 1.62 (0.81 %) Net Assets (Cr) ₹1,386 on 30 Nov 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.2 Sharpe Ratio 0.64 Information Ratio 0.26 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,427 31 Dec 22 ₹13,150 31 Dec 23 ₹15,720 31 Dec 24 ₹17,464 31 Dec 25 ₹20,313 Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1.3% 3 Month 6.1% 6 Month 3.5% 1 Year 15.5% 3 Year 15.8% 5 Year 15.5% 10 Year 15 Year Since launch 14.8% 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 0.46 Yr. Data below for UTI Banking and Financial Services Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 97.15% Technology 1.09% Asset Allocation
Asset Class Value Cash 1.75% Equity 98.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK19% ₹257 Cr 1,852,344 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK16% ₹219 Cr 2,175,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | AXISBANK9% ₹118 Cr 925,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK8% ₹117 Cr 550,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN6% ₹83 Cr 850,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJFINANCE6% ₹83 Cr 800,000
↓ -20,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN3% ₹43 Cr 500,000
↓ -50,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | KARURVYSYA3% ₹42 Cr 1,700,000
↓ -100,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | MFSL3% ₹41 Cr 240,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 25 | UJJIVANSFB3% ₹36 Cr 6,534,317 9. UTI India Lifestyle Fund
UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (02 Jan 26) ₹59.5747 ↑ 0.23 (0.39 %) Net Assets (Cr) ₹738 on 30 Nov 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio -0.15 Information Ratio -1.04 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,640 31 Dec 22 ₹12,346 31 Dec 23 ₹15,192 31 Dec 24 ₹18,268 31 Dec 25 ₹18,968 Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.6% 3 Month 1.4% 6 Month 3.4% 1 Year 1.7% 3 Year 15.5% 5 Year 13.7% 10 Year 15 Year Since launch 10.2% 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 Vishal Chopda 28 Feb 18 7.76 Yr. Vicky Punjabi 16 Jun 25 0.46 Yr. Data below for UTI India Lifestyle Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 43.01% Consumer Defensive 20.43% Communication Services 10.91% Industrials 6.81% Financial Services 5.17% Basic Materials 3.53% Health Care 3.14% Real Estate 2.21% Technology 2.2% Asset Allocation
Asset Class Value Cash 2.56% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL8% ₹61 Cr 292,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI7% ₹51 Cr 32,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M7% ₹50 Cr 134,000
↑ 20,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN5% ₹35 Cr 90,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC4% ₹32 Cr 800,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | EICHERMOT4% ₹28 Cr 39,000
↑ 2,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO3% ₹25 Cr 41,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹24 Cr 815,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | GODREJCP3% ₹21 Cr 180,389
↓ -29,611 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR3% ₹19 Cr 77,000 10. UTI MNC Fund
UTI MNC Fund
Growth Launch Date 29 May 98 NAV (02 Jan 26) ₹405.38 ↑ 1.60 (0.40 %) Net Assets (Cr) ₹2,872 on 30 Nov 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.2 Information Ratio -0.43 Alpha Ratio -4.2 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 Dec 20 ₹10,000 31 Dec 21 ₹12,414 31 Dec 22 ₹12,236 31 Dec 23 ₹15,005 31 Dec 24 ₹17,510 31 Dec 25 ₹18,100 Returns for UTI MNC Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.1% 3 Month 2.2% 6 Month 4.2% 1 Year 2% 3 Year 14.2% 5 Year 12.7% 10 Year 15 Year Since launch 15.5% 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 3.04 Yr. Data below for UTI MNC Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.06% Consumer Defensive 20.38% Health Care 14.46% Technology 13.12% Industrials 11.32% Basic Materials 9.14% Financial Services 3.18% Communication Services 1.73% Utility 0.55% Asset Allocation
Asset Class Value Cash 3.9% Equity 95.74% Debt 0.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 06 | MARUTI9% ₹245 Cr 154,000
↓ -16,000 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 28 Feb 21 | PGHL5% ₹131 Cr 229,559
↓ -11,336 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL5% ₹130 Cr 2,480,312
↓ -101,904 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Mar 13 | UNITDSPR4% ₹128 Cr 885,187 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND4% ₹126 Cr 1,000,000
↓ -118,301 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 05 | HINDUNILVR4% ₹123 Cr 498,082 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | BRITANNIA4% ₹123 Cr 210,000
↓ -15,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 25 | INFY3% ₹89 Cr 570,000 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹75 Cr 424,791 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 25 | TCS2% ₹69 Cr 220,255
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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