+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 ₹55.8585
↑ 0.63 ₹4,663 500 17.1 11.3 10.7 22.8 18.4 -9.1 Motilal Oswal Multicap 35 Fund Growth ₹58.6926
↑ 0.39 ₹12,937 500 12.1 -3.9 -1.8 18.4 12.3 -5.6 Motilal Oswal Midcap 30 Fund Growth ₹94.4831
↑ 0.16 ₹36,458 500 13.3 -6 -5.1 18 22.1 -12.1 Motilal Oswal Focused 25 Fund Growth ₹48.7009
↑ 0.51 ₹1,557 500 20.9 10.4 16.1 11 9.2 -1.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund Motilal Oswal Multicap 35 Fund Motilal Oswal Midcap 30 Fund Motilal Oswal Focused 25 Fund Point 1 Lower mid AUM (₹4,663 Cr). Upper mid AUM (₹12,937 Cr). Highest AUM (₹36,458 Cr). Bottom quartile AUM (₹1,557 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Established history (12+ yrs). Oldest track record among peers (13 yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). 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: 18.38% (upper mid). 5Y return: 12.30% (lower mid). 5Y return: 22.10% (top quartile). 5Y return: 9.16% (bottom quartile). Point 6 3Y return: 22.77% (top quartile). 3Y return: 18.39% (upper mid). 3Y return: 18.02% (lower mid). 3Y return: 11.04% (bottom quartile). Point 7 1Y return: 10.66% (upper mid). 1Y return: -1.78% (lower mid). 1Y return: -5.11% (bottom quartile). 1Y return: 16.12% (top quartile). Point 8 Alpha: 3.21 (upper mid). Alpha: -5.87 (lower mid). Alpha: -14.76 (bottom quartile). Alpha: 6.10 (top quartile). Point 9 Sharpe: -0.02 (upper mid). Sharpe: -0.52 (lower mid). Sharpe: -0.55 (bottom quartile). Sharpe: 0.14 (top quartile). Point 10 Information ratio: 0.73 (top quartile). Information ratio: 0.47 (upper mid). Information ratio: -0.36 (bottom quartile). Information ratio: -0.34 (lower mid). Motilal Oswal Long Term Equity Fund
Motilal Oswal Multicap 35 Fund
Motilal Oswal Midcap 30 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 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 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 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 (19 Jun 26) ₹55.8585 ↑ 0.63 (1.14 %) Net Assets (Cr) ₹4,663 on 31 May 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.02 Information Ratio 0.73 Alpha Ratio 3.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,370 31 May 23 ₹12,438 31 May 24 ₹19,062 31 May 25 ₹22,165 31 May 26 ₹22,886 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 6% 3 Month 17.1% 6 Month 11.3% 1 Year 10.7% 3 Year 22.8% 5 Year 18.4% 10 Year 15 Year Since launch 16.3% 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 2.47 Yr. Ankit Agarwal 16 Mar 26 0.21 Yr. Rakesh Shetty 22 Nov 22 3.52 Yr. Atul Mehra 1 Oct 24 1.66 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 28.81% Industrials 26.93% Consumer Cyclical 15.5% Basic Materials 11.95% Technology 10.88% Health Care 4.56% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX8% ₹355 Cr 1,196,040
↓ -100,000 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN6% ₹260 Cr 1,298,583 Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC5% ₹230 Cr 5,011,074 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS5% ₹225 Cr 182,754
↓ -32,891 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG5% ₹215 Cr 2,301,469 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE5% ₹212 Cr 1,221,228 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW4% ₹204 Cr 9,500,454
↓ -2,209,953 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹204 Cr 1,218,528 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹198 Cr 246,357
↓ -30,000 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | WAAREEENER4% ₹196 Cr 627,718 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (19 Jun 26) ₹58.6926 ↑ 0.39 (0.67 %) Net Assets (Cr) ₹12,937 on 31 May 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.52 Information Ratio 0.47 Alpha Ratio -5.87 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 May 21 ₹10,000 31 May 22 ₹9,526 31 May 23 ₹10,598 31 May 24 ₹15,449 31 May 25 ₹18,427 31 May 26 ₹17,507 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 5.9% 3 Month 12.1% 6 Month -3.9% 1 Year -1.8% 3 Year 18.4% 5 Year 12.3% 10 Year 15 Year Since launch 15.7% 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 0.36 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ajay Khandelwal 1 Oct 24 1.67 Yr. Ankit Agarwal 21 Jan 26 0.36 Yr. Rakesh Shetty 22 Nov 22 3.53 Yr. Atul Mehra 1 Oct 24 1.67 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 26.14% Financial Services 24.74% Consumer Cyclical 18.77% Technology 16.49% Health Care 5.23% Communication Services 5.17% Consumer Defensive 1.75% Asset Allocation
Asset Class Value Cash 1.71% Equity 98.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹940 Cr 22,782,390 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹821 Cr 10,100,000
↓ -1,986,645 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL5% ₹679 Cr 27,500,000
↓ -469,643 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE5% ₹674 Cr 5,631,893
↓ -424,739 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL5% ₹660 Cr 3,500,000
↓ -500,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT5% ₹582 Cr 1,212,161
↓ -72,558 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹528 Cr 5,630,608
↑ 1,252,734 Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | WAAREEENER4% ₹518 Cr 1,660,221 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT4% ₹516 Cr 1,285,593
↑ 156,591 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK4% ₹493 Cr 3,902,468
↓ -970,002 3. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (19 Jun 26) ₹94.4831 ↑ 0.16 (0.17 %) Net Assets (Cr) ₹36,458 on 31 May 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.55 Information Ratio -0.36 Alpha Ratio -14.76 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 May 21 ₹10,000 31 May 22 ₹12,783 31 May 23 ₹16,334 31 May 24 ₹24,357 31 May 25 ₹29,158 31 May 26 ₹26,947 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 2.8% 3 Month 13.3% 6 Month -6% 1 Year -5.1% 3 Year 18% 5 Year 22.1% 10 Year 15 Year Since launch 20% 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 0.36 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ajay Khandelwal 1 Oct 24 1.67 Yr. Ankit Agarwal 21 Jan 26 0.36 Yr. Rakesh Shetty 22 Nov 22 3.53 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 31.93% Technology 24.11% Consumer Cyclical 15.01% Industrials 11.61% Communication Services 8.19% Real Estate 2.91% Health Care 2.23% Asset Allocation
Asset Class Value Cash 4% Equity 96% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM7% ₹2,604 Cr 23,765,865 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,535 Cr 61,413,395 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL6% ₹2,085 Cr 84,386,866 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹1,995 Cr 16,682,915
↓ -400,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,958 Cr 4,030,834 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT5% ₹1,933 Cr 4,026,493 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹1,847 Cr 53,459,381 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW5% ₹1,819 Cr 84,616,660
↓ -2,151,856 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,789 Cr 9,483,812 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,548 Cr 5,209,458
↓ -100,000 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (19 Jun 26) ₹48.7009 ↑ 0.51 (1.06 %) Net Assets (Cr) ₹1,557 on 31 May 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.14 Information Ratio -0.34 Alpha Ratio 6.1 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 May 21 ₹10,000 31 May 22 ₹9,873 31 May 23 ₹11,007 31 May 24 ₹13,703 31 May 25 ₹13,926 31 May 26 ₹14,872 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 8.5% 3 Month 20.9% 6 Month 10.4% 1 Year 16.1% 3 Year 11% 5 Year 9.2% 10 Year 15 Year Since launch 12.8% 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 0.8 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ankit Agarwal 5 Aug 25 0.82 Yr. Rakesh Shetty 22 Nov 22 3.52 Yr. Atul Mehra 1 Oct 24 1.66 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 23.99% Industrials 18.61% Consumer Cyclical 16.49% Basic Materials 9.94% Health Care 6.69% Technology 5.99% Consumer Defensive 5.25% Energy 3.34% Utility 2.97% Asset Allocation
Asset Class Value Cash 6.74% Equity 93.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 28 Feb 26 | 5000934% ₹63 Cr 779,365 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5433494% ₹63 Cr 243,798
↓ -7,506 MTAR Technologies Ltd (Industrials)
Equity, Since 30 Nov 25 | MTARTECH4% ₹62 Cr 96,496
↓ -59,194 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 26 | ICICIBANK4% ₹62 Cr 492,667
↑ 61,220 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5406114% ₹62 Cr 605,422
↑ 152,315 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS4% ₹61 Cr 261,175
↓ -30,556 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹61 Cr 184,364
↑ 4,322 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL4% ₹60 Cr 2,411,591
↑ 632,129 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | GABRIEL4% ₹55 Cr 536,227
↑ 22,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP4% ₹54 Cr 70,844
↑ 5,818
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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