+91-22-48913909ટોચના 4 મોતીલાલ SIP મ્યુચ્યુઅલ ફંડ્સ 2022
SIP અથવા વ્યવસ્થિતરોકાણ યોજના માટે એક સરસ રીત છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો. મોતીલાલ દ્વારા ઓફર કરાયેલ SIP યોજનાઓમ્યુચ્યુઅલ ફંડ નિયમિત રીતે ચોક્કસ રકમ બચાવવાની એક સરસ રીત છેઆધાર જેમ કે સાપ્તાહિક/માસિક/ત્રિમાસિક. આ નિયમિત બચતને પ્રોત્સાહન આપે છે અને લાભો પણ આપે છેસંયોજન શક્તિ.
SIP પ્લાન સાથે તમે મજબૂત સંપત્તિ બનાવવા માટે લાંબા સમય સુધી સરળતાથી રોકાણ કરી શકો છો. કારણ કે, રકમ નિયમિત અંતરાલ પર રોકાણ કરવામાં આવે છે, તે અસરને પણ ઘટાડે છેબજાર અસ્થિરતા સાથે એSIP રોકાણ, રોકાણકારો તેમના વિવિધ ધ્યેયો જેવા કે નિવૃત્તિ, લગ્ન, મકાન/વાહન ખરીદવા અથવા તો ઉચ્ચ શિક્ષણ વગેરેની પણ યોજના બનાવી શકે છે.
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મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP માં શા માટે રોકાણ કરો?
મોતીલાલ MF સાથે સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન ધરાવવા માટે મોટી રકમની જરૂર નથીરોકાણ કારણ કે પ્રારંભિક રકમ રૂ. 500 જેટલી ઓછી છે.
મોતીલાલ SIP મ્યુચ્યુઅલ ફંડ નાની ઉંમરથી જ બચતની આદત બનાવવા માટે પ્રોત્સાહિત કરે છે
SIPમાં રોકાણ કરીને વ્યક્તિ તેમના લાંબા ગાળાની યોજના બનાવી શકે છેનાણાકીય લક્ષ્યો જેમ કે કાર/હાઉસ ખરીદવું, આંતરરાષ્ટ્રીય પ્રવાસ માટે બચત કરવી, બાળકના શિક્ષણ માટે બચત કરવી,નિવૃત્તિ આયોજન અથવા અન્ય કોઈપણ સંપત્તિ ખરીદવા માટે.
વ્યવસ્થિત રોકાણ યોજના લાંબા ગાળામાં ફેલાયેલી હોય છે તે જોતાં, વ્યક્તિ શેરબજારના તમામ સમયગાળા, ઉતાર-ચઢાવ અને વધુ મહત્ત્વની મંદીને પકડે છે. મંદીમાં, જ્યારે મોટાભાગના રોકાણકારોને ડર લાગે છે, ત્યારે રોકાણકારો "નીચી" ખરીદી કરે તેની ખાતરી કરવા SIP હપ્તાઓ ચાલુ રહે છે.
તેથી, આજે જ SIP શરૂ કરોઇક્વિટી ફંડ્સ આ ટોચના 4 શ્રેષ્ઠ મોતીલાલ SIP ફંડ્સમાં રોકાણ કરીને. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.
ઇક્વિટી ફંડ્સમાં રોકાણ કરવા માટે શ્રેષ્ઠ મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.0863
↑ 0.09 ₹4,175 500 4.4 -1.9 15.2 24.3 19 -9.1 Motilal Oswal Midcap 30 Fund Growth ₹92.3176
↑ 0.37 ₹33,689 500 -5.7 -12.5 2.6 22.4 24.1 -12.1 Motilal Oswal Multicap 35 Fund Growth ₹56.4536
↑ 0.21 ₹12,890 500 -6.1 -10.9 1.7 20.7 12.5 -5.6 Motilal Oswal Focused 25 Fund Growth ₹43.7236
↑ 0.32 ₹1,454 500 -0.2 -0.7 13.7 10.5 8.1 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Multicap 35 Fund Motilal Oswal Focused 25 Fund Point 1 Lower mid AUM (₹4,175 Cr). Highest AUM (₹33,689 Cr). Upper mid AUM (₹12,890 Cr). Bottom quartile AUM (₹1,454 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (12 yrs). Established history (11+ yrs). Established history (12+ yrs). Point 3 Not Rated. Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.01% (upper mid). 5Y return: 24.07% (top quartile). 5Y return: 12.55% (lower mid). 5Y return: 8.09% (bottom quartile). Point 6 3Y return: 24.31% (top quartile). 3Y return: 22.41% (upper mid). 3Y return: 20.74% (lower mid). 3Y return: 10.53% (bottom quartile). Point 7 1Y return: 15.19% (top quartile). 1Y return: 2.60% (lower mid). 1Y return: 1.69% (bottom quartile). 1Y return: 13.72% (upper mid). Point 8 Alpha: -3.97 (upper mid). Alpha: -20.09 (bottom quartile). Alpha: -11.42 (lower mid). Alpha: 1.80 (top quartile). Point 9 Sharpe: 0.64 (upper mid). Sharpe: -0.29 (bottom quartile). Sharpe: 0.13 (lower mid). Sharpe: 0.91 (top quartile). Point 10 Information ratio: 0.36 (top quartile). Information ratio: -0.36 (lower mid). Information ratio: 0.33 (upper mid). Information ratio: -0.76 (bottom quartile). Motilal Oswal Long Term Equity Fund
Motilal Oswal Midcap 30 Fund
Motilal Oswal Multicap 35 Fund
Motilal Oswal Focused 25 Fund
(Erstwhile Motilal Oswal MOSt Focused Long Term Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Midcap 30 Fund Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Multicap 35 Fund Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused 25 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Focused 25 Fund Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (16 Apr 26) ₹52.0863 ↑ 0.09 (0.18 %) Net Assets (Cr) ₹4,175 on 28 Feb 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.64 Information Ratio 0.36 Alpha Ratio -3.97 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,399 31 Mar 23 ₹12,076 31 Mar 24 ₹18,608 31 Mar 25 ₹20,581 31 Mar 26 ₹20,643 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month 11.9% 3 Month 4.4% 6 Month -1.9% 1 Year 15.2% 3 Year 24.3% 5 Year 19% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 2.31 Yr. Ankit Agarwal 16 Mar 26 0.04 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Atul Mehra 1 Oct 24 1.5 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.67% Industrials 26.59% Consumer Cyclical 12.9% Basic Materials 11.92% Technology 11.78% Health Care 4.53% Real Estate 2.9% Asset Allocation
Asset Class Value Cash 0.71% Equity 99.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX8% ₹310 Cr 1,296,040 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN6% ₹238 Cr 1,298,583
↓ -220,000 Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC6% ₹229 Cr 5,011,074
↑ 268,009 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS5% ₹213 Cr 215,645
↑ 31,279 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442775% ₹195 Cr 627,718
↑ 43,739 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER5% ₹181 Cr 276,357
↑ 17,351 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE5% ₹180 Cr 1,221,228
↑ 295,191 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW4% ₹176 Cr 11,710,407
↑ 768,996 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG4% ₹174 Cr 2,301,469
↑ 170,179 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5333984% ₹173 Cr 546,874 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (16 Apr 26) ₹92.3176 ↑ 0.37 (0.40 %) Net Assets (Cr) ₹33,689 on 28 Feb 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.29 Information Ratio -0.36 Alpha Ratio -20.09 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,822 31 Mar 23 ₹15,204 31 Mar 24 ₹24,380 31 Mar 25 ₹28,513 31 Mar 26 ₹24,841 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month 11.6% 3 Month -5.7% 6 Month -12.5% 1 Year 2.6% 3 Year 22.4% 5 Year 24.1% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.19 Yr. Swapnil Mayekar 18 Nov 25 0.37 Yr. Ajay Khandelwal 1 Oct 24 1.5 Yr. Ankit Agarwal 21 Jan 26 0.19 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.92% Technology 25.48% Consumer Cyclical 16% Industrials 11.4% Communication Services 9.09% Real Estate 3.05% Health Care 2.06% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,309 Cr 61,413,395 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433967% ₹2,279 Cr 23,765,865
↑ 320,767 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT6% ₹1,964 Cr 4,026,493
↓ -383,233 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433206% ₹1,932 Cr 84,386,866
↓ -3,087,032 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹1,904 Cr 17,082,915
↓ -209,085 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,690 Cr 9,483,812 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,628 Cr 4,030,834
↓ -132,222 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5406915% ₹1,562 Cr 53,459,381
↓ -2,000,000 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW4% ₹1,303 Cr 86,768,516
↑ 23,446,287 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,269 Cr 5,309,458 3. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (16 Apr 26) ₹56.4536 ↑ 0.21 (0.37 %) Net Assets (Cr) ₹12,890 on 28 Feb 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.13 Information Ratio 0.33 Alpha Ratio -11.42 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,237 31 Mar 23 ₹9,901 31 Mar 24 ₹15,288 31 Mar 25 ₹18,108 31 Mar 26 ₹16,204 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month 7.7% 3 Month -6.1% 6 Month -10.9% 1 Year 1.7% 3 Year 20.7% 5 Year 12.5% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.6% 2023 45.7% 2022 31% 2021 -3% 2020 15.3% 2019 10.3% 2018 7.9% 2017 -7.8% 2016 43.1% 2015 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.19 Yr. Swapnil Mayekar 18 Nov 25 0.37 Yr. Ajay Khandelwal 1 Oct 24 1.5 Yr. Ankit Agarwal 21 Jan 26 0.19 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Atul Mehra 1 Oct 24 1.5 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.84% Industrials 18.01% Technology 17.88% Consumer Cyclical 16.17% Communication Services 6.1% Health Care 4% Energy 2.76% Asset Allocation
Asset Class Value Cash 6.24% Equity 93.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹856 Cr 22,782,390 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000937% ₹792 Cr 12,086,645
↓ -447,984 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹713 Cr 4,000,000
↑ 4,000,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE6% ₹675 Cr 6,056,632
↓ -854,810 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433205% ₹640 Cr 27,969,643
↓ -4,529,247 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT5% ₹627 Cr 1,284,719
↓ -228,122 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK5% ₹588 Cr 4,872,470
↓ -510,360 Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | 5442774% ₹516 Cr 1,660,221
↑ 277,997 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK3% ₹398 Cr 5,436,855
↓ -2,056,899 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT3% ₹396 Cr 1,129,002
↑ 129,002 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (16 Apr 26) ₹43.7236 ↑ 0.32 (0.74 %) Net Assets (Cr) ₹1,454 on 28 Feb 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.91 Information Ratio -0.76 Alpha Ratio 1.8 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,563 31 Mar 23 ₹10,631 31 Mar 24 ₹13,868 31 Mar 25 ₹12,959 31 Mar 26 ₹13,353 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month 8% 3 Month -0.2% 6 Month -0.7% 1 Year 13.7% 3 Year 10.5% 5 Year 8.1% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.7% 2023 13.6% 2022 18.8% 2021 2% 2020 14.6% 2019 17.3% 2018 17.1% 2017 -4.2% 2016 32.2% 2015 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 0.63 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Atul Mehra 1 Oct 24 1.5 Yr. Sunil Sawant 1 Jul 24 1.75 Yr. Data below for Motilal Oswal Focused 25 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 25.4% Financial Services 21.64% Consumer Cyclical 15.8% Technology 10.4% Basic Materials 8.01% Health Care 5.96% Consumer Defensive 3.46% Energy 3.29% Asset Allocation
Asset Class Value Cash 6.04% Equity 93.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 5433965% ₹67 Cr 701,442
↑ 40,380 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5433495% ₹64 Cr 251,304
↓ -82,900 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN4% ₹57 Cr 143,668
↑ 4,666 MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH4% ₹54 Cr 155,690
↓ -40,000 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS4% ₹52 Cr 291,731 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | ICICIBANK4% ₹52 Cr 431,447
↑ 118,711 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 28 Feb 26 | 5000934% ₹51 Cr 779,365
↑ 124,436 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹50 Cr 180,042
↑ 9,604 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP4% ₹48 Cr 65,026
↑ 19,568 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | 5001034% ₹48 Cr 1,937,228
↑ 110,930
SIP રોકાણ કેવી રીતે વધે છે?
જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરો તો તમારું SIP રોકાણ કેવી રીતે વધશે તે જાણવા માગો છો? 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!
મોતીલાલ મ્યુચ્યુઅલ ફંડ SIP માં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
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તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
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.
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