fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
ટોચના 10 શ્રેષ્ઠ રિલાયન્સ/નિપ્પોન SIP મ્યુચ્યુઅલ ફંડ્સ 2022 | શ્રેષ્ઠ SIP ફંડ્સ

ફિન્કેશ »નિપ્પોન ઈન્ડિયા મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ નિપ્પોન ઇન્ડિયા SIP ફંડ્સ

10 શ્રેષ્ઠ નિપ્પોન/રિલાયન્સ MF SIP મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on May 12, 2024 , 57034 views

રિલાયન્સSIP મ્યુચ્યુઅલ ફંડ એક આદર્શ માર્ગ છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરોખાસ કરીને લાંબા સમય માટે-ટર્મ પ્લાન. એસઆઈપીમાં, તમે નિર્ધારિત અંતરાલ પર નાની રકમનું રોકાણ કરી શકો છો, જે વર્ષો દરમિયાન નોંધપાત્ર ભંડોળ ઊભું કરવાની શક્યતા બનાવે છે.

રિલાયન્સ SIP દ્વારા તમે જે સ્કીમમાં રોકાણ કરવા માંગો છો તેમાં દર મહિને INR 100 જેટલું ઓછું જમા કરાવી શકો છો.રોકાણ એક નાની રકમ નિયમિતપણે, તમે પણ તમારા હાંસલ કરી શકો છોનાણાકીય લક્ષ્યો સમયસર. જેવા ગોલનિવૃત્તિ આયોજન, લગ્ન, ઘર/કારની ખરીદી વગેરે, SIP દ્વારા પ્રાપ્ત કરી શકાય છે.

NipponIndia-MF

રિલાયન્સ એસઆઈપી ફંડમાં શા માટે રોકાણ કરો?

SIP ના કેટલાક મુખ્ય ફાયદાઓ છે-

  • તે રૂપિયાની સરેરાશ કિંમત ઓફર કરે છે
  • તેનાથી ફાયદો થાય છેસંયોજન શક્તિ
  • ની જરૂર નથીબજાર સમય
  • યુનિટ દીઠ ખર્ચ ઓછો કર્યો

અહીં રોકાણ કરવા આતુર રોકાણકારો શ્રેષ્ઠ રિલાયન્સ SIP છેમ્યુચ્યુઅલ ફંડ ઇક્વિટી શ્રેણીમાં. આ ભંડોળને એયુએમ જેવા પરિમાણો લઈને શોર્ટલિસ્ટ કરવામાં આવે છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

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.

મહત્વની માહિતી

ઓક્ટોબર 2019 થી,રિલાયન્સ મ્યુચ્યુઅલ ફંડ નિપ્પોન ઇન્ડિયા મ્યુચ્યુઅલ ફંડ તરીકે નામ આપવામાં આવ્યું છે. નિપ્પોન લાઇફે રિલાયન્સ નિપ્પોન એસેટ મેનેજમેન્ટ (RNAM) માં બહુમતી (75%) હિસ્સો હસ્તગત કર્યો છે. કંપની માળખું અને વ્યવસ્થાપનમાં કોઈપણ ફેરફાર કર્યા વિના તેની કામગીરી ચાલુ રાખશે.

ઇક્વિટી ફંડ્સ માટે શ્રેષ્ઠ નિપ્પોન અથવા રિલાયન્સ મ્યુચ્યુઅલ ફંડ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Power and Infra Fund Growth ₹324.96
↑ 4.93
₹4,529 100 9.637.673.237.628.258
Nippon India Small Cap Fund Growth ₹151.9
↑ 2.35
₹45,749 100 7.820.85433.831.848.9
Nippon India Multi Cap Fund Growth ₹259.792
↑ 2.61
₹27,746 100 923.848.931.622.438.1
Nippon India Value Fund Growth ₹197.316
↑ 2.43
₹7,107 100 4.726.252.92622.842.4
Nippon India Consumption Fund Growth ₹179.403
↑ 0.45
₹731 100 8.420.538.125.523.726.9
Nippon India Large Cap Fund Growth ₹79.3673
↑ 0.41
₹24,378 100 5.521.337.324.718.632.1
Nippon India Tax Saver Fund (ELSS) Growth ₹113.466
↑ 0.90
₹14,322 500 5.921.74021.616.528.6
Nippon India Banking Fund Growth ₹519.336
↑ 1.87
₹5,307 100 310.52520.513.824.2
Nippon India Focused Equity Fund Growth ₹105.863
↑ 0.71
₹7,608 100 4.413.330.218.518.127.1
Nippon India Pharma Fund Growth ₹428.691
↓ -0.91
₹7,125 100 -0.218.850.714.424.439.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 24
*આધારિત ભંડોળની યાદીસંપત્તિ >= 100 કરોડ & પર છટણી3 વર્ષCAGR પરત કરે છે.

1. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (14 May 24) ₹324.96 ↑ 4.93   (1.54 %)
Net Assets (Cr) ₹4,529 on 31 Mar 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 3.98
Information Ratio 1.48
Alpha Ratio 11.98
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,554
30 Apr 21₹12,336
30 Apr 22₹15,736
30 Apr 23₹18,958
30 Apr 24₹33,554

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 May 24

DurationReturns
1 Month 2.7%
3 Month 9.6%
6 Month 37.6%
1 Year 73.2%
3 Year 37.6%
5 Year 28.2%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 177.25 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials39.87%
Utility14.35%
Basic Materials8.87%
Energy7.65%
Communication Services6.96%
Consumer Cyclical6.08%
Technology4.64%
Real Estate4.13%
Health Care2.39%
Asset Allocation
Asset ClassValue
Cash5.06%
Equity94.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹282 Cr750,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹275 Cr925,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹269 Cr8,000,000
↑ 1,000,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
5%₹240 Cr80,000
↓ -3,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹205 Cr210,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | 543664
4%₹201 Cr700,000
↑ 30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
4%₹184 Cr1,500,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | 517174
3%₹151 Cr39,000
↑ 3,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | 513375
3%₹146 Cr1,150,000
↑ 581,749
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹137 Cr1,900,000
↑ 191,331

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (14 May 24) ₹151.9 ↑ 2.35   (1.57 %)
Net Assets (Cr) ₹45,749 on 31 Mar 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.32
Information Ratio 0.93
Alpha Ratio 6.47
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,864
30 Apr 21₹15,638
30 Apr 22₹21,799
30 Apr 23₹24,109
30 Apr 24₹38,830

Nippon India Small 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 ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Nippon India Small 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 14 May 24

DurationReturns
1 Month 3.1%
3 Month 7.8%
6 Month 20.8%
1 Year 54%
3 Year 33.8%
5 Year 31.8%
10 Year
15 Year
Since launch 22%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.25 Yr.
Kinjal Desai25 May 185.86 Yr.
Tejas Sheth1 Feb 231.16 Yr.

Data below for Nippon India Small Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials31.92%
Financial Services13.93%
Consumer Cyclical11.36%
Basic Materials9.98%
Technology8.69%
Health Care7.93%
Consumer Defensive7.14%
Communication Services1.72%
Utility1.38%
Energy1.04%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | 540762
2%₹1,093 Cr2,924,163
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹890 Cr6,150,000
↑ 1,000,000
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | 532757
2%₹836 Cr864,398
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | 532259
2%₹754 Cr1,080,116
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
1%₹620 Cr1,851,010
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹618 Cr25,000,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹609 Cr8,100,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹581 Cr31,784,062
NIIT Learning Systems Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 543952
1%₹579 Cr11,420,240
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
1%₹575 Cr1,619,443

3. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (14 May 24) ₹259.792 ↑ 2.61   (1.01 %)
Net Assets (Cr) ₹27,746 on 31 Mar 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.65
Information Ratio 1.44
Alpha Ratio 9.5
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,225
30 Apr 21₹11,426
30 Apr 22₹15,240
30 Apr 23₹17,216
30 Apr 24₹26,742

Nippon India Multi 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Nippon India Multi 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 14 May 24

DurationReturns
1 Month 2.6%
3 Month 9%
6 Month 23.8%
1 Year 48.9%
3 Year 31.6%
5 Year 22.4%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.02 Yr.
Ashutosh Bhargava1 Sep 212.58 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services28.49%
Consumer Cyclical20.82%
Industrials18.23%
Health Care7.57%
Utility5.04%
Basic Materials4.64%
Consumer Defensive4.08%
Technology3.84%
Energy3.11%
Communication Services2.68%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹1,520 Cr10,500,448
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
4%₹1,190 Cr26,478,620
↓ -179,751
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,060 Cr9,699,315
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
4%₹1,050 Cr1,638,368
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹862 Cr2,900,000
↑ 200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹838 Cr8,000,121
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
3%₹725 Cr1,000,830
↑ 200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
3%₹715 Cr1,900,292
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
3%₹702 Cr7,000,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹692 Cr9,200,000
↓ -800,000

4. Nippon India Value Fund

(Erstwhile Reliance Regular Savings Fund - Equity Plan)

The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities.

Nippon India Value Fund is a Equity - Value fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Return for 2023 was 42.4% , 2022 was 4.8% and 2021 was 39.4% .

Below is the key information for Nippon India Value Fund

Nippon India Value Fund
Growth
Launch Date 8 Jun 05
NAV (14 May 24) ₹197.316 ↑ 2.43   (1.25 %)
Net Assets (Cr) ₹7,107 on 31 Mar 24
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 3.31
Information Ratio 1.52
Alpha Ratio 8.89
Min Investment 500
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,109
30 Apr 21₹13,143
30 Apr 22₹16,489
30 Apr 23₹17,095
30 Apr 24₹27,243

Nippon India Value 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 Nippon India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 May 24

DurationReturns
1 Month 0.6%
3 Month 4.7%
6 Month 26.2%
1 Year 52.9%
3 Year 26%
5 Year 22.8%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.4%
2022 4.8%
2021 39.4%
2020 16.3%
2019 5.7%
2018 -8.4%
2017 45.7%
2016 -1.6%
2015 6.1%
2014 56.1%
Fund Manager information for Nippon India Value Fund
NameSinceTenure
Meenakshi Dawar7 May 185.91 Yr.
Dhrumil Shah1 Jan 231.25 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Value Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services28.97%
Industrials13.66%
Consumer Cyclical11.29%
Technology9.87%
Health Care7%
Energy6.89%
Basic Materials5.78%
Utility5.45%
Communication Services3.63%
Real Estate2.05%
Consumer Defensive1.05%
Asset Allocation
Asset ClassValue
Cash2.76%
Equity96.99%
Other0.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
5%₹391 Cr3,574,797
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
5%₹368 Cr2,539,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹255 Cr678,547
Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY
3%₹243 Cr1,620,779
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 532555
3%₹233 Cr6,934,650
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500312
3%₹206 Cr7,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL
3%₹199 Cr1,617,248
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
3%₹196 Cr660,198
Angel One Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | 543235
2%₹173 Cr568,481
Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | 540699
2%₹173 Cr230,713

5. Nippon India Consumption Fund

(Erstwhile Reliance Media & Entertainment Fund)

The primary investment objective of the scheme is to generate continuous returns by investing in equity and equity related or fixed income securities of Media & Entertainment and other associated companies.

Nippon India Consumption Fund is a Equity - Sectoral fund was launched on 30 Sep 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 30 in Sectoral category.  Return for 2023 was 26.9% , 2022 was 14.2% and 2021 was 31.9% .

Below is the key information for Nippon India Consumption Fund

Nippon India Consumption Fund
Growth
Launch Date 30 Sep 04
NAV (14 May 24) ₹179.403 ↑ 0.45   (0.25 %)
Net Assets (Cr) ₹731 on 31 Mar 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.66
Sharpe Ratio 3.15
Information Ratio 0.51
Alpha Ratio 8.05
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,188
30 Apr 21₹13,842
30 Apr 22₹17,667
30 Apr 23₹19,572
30 Apr 24₹27,672

Nippon India Consumption Fund SIP Returns

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

Returns for Nippon India Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 May 24

DurationReturns
1 Month 2.9%
3 Month 8.4%
6 Month 20.5%
1 Year 38.1%
3 Year 25.5%
5 Year 23.7%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.9%
2022 14.2%
2021 31.9%
2020 24.9%
2019 7.3%
2018 -10.4%
2017 24.7%
2016 -3.3%
2015 8.3%
2014 41.2%
Fund Manager information for Nippon India Consumption Fund
NameSinceTenure
Kinjal Desai1 Nov 203.41 Yr.
Amar Kalkundrikar20 Oct 203.45 Yr.

Data below for Nippon India Consumption Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Consumer Cyclical38.12%
Consumer Defensive37.46%
Industrials10.16%
Communication Services8.82%
Health Care1.39%
Financial Services1.33%
Asset Allocation
Asset ClassValue
Cash2.72%
Equity97.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
9%₹65 Cr525,000
↑ 15,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC
7%₹49 Cr1,155,000
↑ 150,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
6%₹43 Cr34,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | 540376
5%₹37 Cr82,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 532424
5%₹35 Cr282,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 500696
5%₹34 Cr150,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
4%₹32 Cr68,500
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 532977
4%₹28 Cr30,500
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 23 | 500800
4%₹27 Cr250,000
↑ 13,000
Havells India Ltd (Industrials)
Equity, Since 30 Sep 23 | 517354
4%₹27 Cr180,000

6. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (14 May 24) ₹79.3673 ↑ 0.41   (0.52 %)
Net Assets (Cr) ₹24,378 on 31 Mar 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.08
Information Ratio 2.28
Alpha Ratio 9.01
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,676
30 Apr 21₹11,354
30 Apr 22₹14,029
30 Apr 23₹15,921
30 Apr 24₹22,745

Nippon India Large 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon India Large 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 14 May 24

DurationReturns
1 Month -0.4%
3 Month 5.5%
6 Month 21.3%
1 Year 37.3%
3 Year 24.7%
5 Year 18.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.66 Yr.
Ashutosh Bhargava1 Sep 212.58 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Large Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services36.46%
Consumer Cyclical14.46%
Industrials9.73%
Consumer Defensive9.47%
Energy7.47%
Utility6.03%
Technology5.5%
Basic Materials3.74%
Health Care2.03%
Communication Services1.4%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹2,317 Cr16,000,529
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,607 Cr14,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹1,605 Cr5,400,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹1,437 Cr19,100,644
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,254 Cr29,265,000
↑ 3,265,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,016 Cr2,700,529
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹826 Cr1,140,326
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
3%₹806 Cr7,700,080
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹749 Cr19,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 532555
3%₹722 Cr21,500,000

7. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 16 in ELSS category.  Return for 2023 was 28.6% , 2022 was 6.9% and 2021 was 37.6% .

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS)
Growth
Launch Date 21 Sep 05
NAV (14 May 24) ₹113.466 ↑ 0.90   (0.80 %)
Net Assets (Cr) ₹14,322 on 31 Mar 24
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.83
Information Ratio 0.51
Alpha Ratio 2.49
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,259
30 Apr 21₹11,160
30 Apr 22₹13,494
30 Apr 23₹14,197
30 Apr 24₹20,526

Nippon India Tax Saver Fund (ELSS) 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 Nippon India Tax Saver Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 May 24

DurationReturns
1 Month 0.8%
3 Month 5.9%
6 Month 21.7%
1 Year 40%
3 Year 21.6%
5 Year 16.5%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.6%
2022 6.9%
2021 37.6%
2020 -0.4%
2019 1.5%
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
2014 83%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure
Rupesh Patel1 Jul 212.75 Yr.
Ashutosh Bhargava1 Jul 203.75 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services35.25%
Consumer Cyclical13.1%
Industrials10.14%
Consumer Defensive8.46%
Basic Materials6.56%
Utility6.28%
Energy5.38%
Technology5.14%
Health Care3.95%
Communication Services2.82%
Real Estate1.59%
Asset Allocation
Asset ClassValue
Cash1.33%
Equity98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹1,071 Cr9,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹970 Cr6,700,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
4%₹614 Cr4,100,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 532555
4%₹524 Cr15,600,000
↓ -600,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
4%₹508 Cr4,850,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
4%₹504 Cr6,700,000
↓ -200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
3%₹475 Cr1,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹442 Cr1,173,822
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
3%₹359 Cr30,700,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
2%₹312 Cr8,000,000
↑ 625,000

8. Nippon India Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 20.7% since its launch.  Ranked 15 in Sectoral category.  Return for 2023 was 24.2% , 2022 was 20.7% and 2021 was 29.7% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (14 May 24) ₹519.336 ↑ 1.87   (0.36 %)
Net Assets (Cr) ₹5,307 on 31 Mar 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 2.23
Information Ratio 1.28
Alpha Ratio 15.78
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹6,469
30 Apr 21₹10,388
30 Apr 22₹12,704
30 Apr 23₹14,431
30 Apr 24₹19,028

Nippon India Banking Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Nippon India Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 May 24

DurationReturns
1 Month -1.1%
3 Month 3%
6 Month 10.5%
1 Year 25%
3 Year 20.5%
5 Year 13.8%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.2%
2022 20.7%
2021 29.7%
2020 -10.6%
2019 10.7%
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 185.98 Yr.
Kinjal Desai25 May 185.86 Yr.
Bhavik Dave18 Jun 212.79 Yr.

Data below for Nippon India Banking Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services96.11%
Technology1.64%
Asset Allocation
Asset ClassValue
Cash2.25%
Equity97.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
18%₹943 Cr6,514,660
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹844 Cr7,715,358
↑ 500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
9%₹465 Cr4,440,216
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
7%₹365 Cr4,856,809
↓ -1,054,917
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
5%₹259 Cr1,450,000
↑ 560,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Nov 20 | 540719
4%₹213 Cr1,417,129
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
4%₹204 Cr13,599,730
↑ 1,000,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
4%₹191 Cr1,228,251
ICICI Prudential Life Insurance Company Limited (Financial Services)
Equity, Since 31 Oct 23 | 540133
3%₹164 Cr2,694,796
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | 543066
3%₹158 Cr2,320,827

9. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 30 in Focused category.  Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (14 May 24) ₹105.863 ↑ 0.71   (0.67 %)
Net Assets (Cr) ₹7,608 on 31 Mar 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.02
Information Ratio -0.45
Alpha Ratio -3.45
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,949
30 Apr 21₹13,383
30 Apr 22₹16,278
30 Apr 23₹16,741
30 Apr 24₹22,315

Nippon India Focused 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon India Focused 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 14 May 24

DurationReturns
1 Month 1.7%
3 Month 4.4%
6 Month 13.3%
1 Year 30.2%
3 Year 18.5%
5 Year 18.1%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.1%
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 185.91 Yr.
Kinjal Desai25 May 185.86 Yr.
Prateek Poddar18 Jun 212.79 Yr.

Data below for Nippon India Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services33.8%
Consumer Cyclical20.72%
Technology9.02%
Industrials8.03%
Energy7.08%
Consumer Defensive5.96%
Communication Services4.62%
Health Care1.9%
Basic Materials0.68%
Asset Allocation
Asset ClassValue
Cash8.21%
Equity91.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹708 Cr4,889,641
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
8%₹603 Cr5,511,739
↓ -200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹490 Cr4,682,989
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
6%₹454 Cr10,589,272
↑ 1,743,500
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹426 Cr2,841,614
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹370 Cr1,244,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
4%₹318 Cr82,319
↑ 8,000
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 523395
4%₹292 Cr93,663
↑ 2,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | 543066
4%₹280 Cr4,096,527
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
3%₹240 Cr509,043
↓ -25,000

10. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 20.7% since its launch.  Ranked 35 in Sectoral category.  Return for 2023 was 39.2% , 2022 was -9.9% and 2021 was 23.9% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (14 May 24) ₹428.691 ↓ -0.91   (-0.21 %)
Net Assets (Cr) ₹7,125 on 31 Mar 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.97
Sharpe Ratio 2.88
Information Ratio 0.38
Alpha Ratio 0.75
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹11,677
30 Apr 21₹17,969
30 Apr 22₹18,660
30 Apr 23₹18,429
30 Apr 24₹27,850

Nippon India Pharma 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 Nippon India Pharma Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 May 24

DurationReturns
1 Month 0.5%
3 Month -0.2%
6 Month 18.8%
1 Year 50.7%
3 Year 14.4%
5 Year 24.4%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.2%
2022 -9.9%
2021 23.9%
2020 66.4%
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0519.01 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Pharma Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Health Care97.16%
Asset Allocation
Asset ClassValue
Cash2.84%
Equity97.16%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
15%₹1,062 Cr6,556,349
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
8%₹599 Cr3,703,676
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
7%₹464 Cr3,100,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP
6%₹412 Cr648,795
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
5%₹339 Cr550,030
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹314 Cr1,700,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
4%₹310 Cr900,808
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Jan 18 | 532321
4%₹298 Cr2,953,632
↓ -47,203
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | 506943
3%₹245 Cr1,486,868
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | 500488
3%₹234 Cr86,390

SIP રોકાણ કેવી રીતે વધે છે?

તમારા કેવી રીતે જાણવા માંગો છોSIP રોકાણ જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરશો તો વૃદ્ધિ થશે? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

નિપ્પોન ઈન્ડિયા મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
How helpful was this page ?
POST A COMMENT