+91-22-48913909म्यूचुअल फंड में एकमुश्त निवेश के लाभ
एकमुश्त निवेश संदर्भित करता हैनिवेश म्युचुअल फंड योजना में काफी राशि। एकमुश्त निवेश में, पैसा एकमुश्त डाउन पेमेंट के रूप में जमा किया जाता है। जिन व्यक्तियों के पास बड़ी राशि है, वे म्यूचुअल फंड में एक महत्वपूर्ण अनुपात जमा कर सकते हैं। निवेश का एकमुश्त तरीका सिस्टमेटिक के विपरीत हैनिवेश योजना यासिप तरीका। कोई एकमुश्त राशि या तो निश्चित में निवेश कर सकता हैआय याइक्विटी फ़ंड उनकी जोखिम-भूख, निवेश अवधि और निवेश के उद्देश्य के आधार पर। हालांकि अधिकांश व्यक्ति पसंद करते हैंम्यूचुअल फंड में निवेश SIP के माध्यम से अभी तक, एकमुश्त निवेश के कुछ फायदे हैं। तो, आइए एकमुश्त निवेश के लाभों को समझते हैंम्यूचुअल फंड्स.
एकमुश्त निवेश के लाभ
म्यूचुअल फंड में एकमुश्त निवेश के कुछ लाभ इस प्रकार हैं:
बड़ी राशि का निवेश
एकमुश्त मोड के विकल्प के द्वारा, व्यक्ति म्यूचुअल फंड में काफी राशि का निवेश कर सकते हैं। परिणामस्वरूप, जबमंडी एक विकास अवधि को दर्शाता है, तो निवेश मूल्य भी के मूल्य की तुलना में काफी हद तक बढ़ जाता हैएसआईपी निवेश.
लंबी अवधि के कार्यकाल के लिए आदर्श
एकमुश्त निवेश उन व्यक्तियों के लिए उपयुक्त है जो लंबी अवधि के माध्यम से निवेश करना पसंद करते हैं। एकमुश्त निवेश के मामले में लंबी अवधि के निवेश पर 10 साल या उससे अधिक की अनुमानित निवेश अवधि के लिए विचार किया जा सकता है। हालांकि, में एकमुश्त निवेश के लिएडेट फंड, व्यक्ति मध्यम अवधि के कार्यकाल के लिए निवेश करना भी चुन सकते हैं।
सुविधा
एकमुश्त मोड आम तौर पर व्यक्तियों के लिए सुविधाजनक होता है क्योंकि जिन लोगों के पास बड़ी राशि होती है वे अपना निवेश फैला सकते हैं। हालांकि, यदि निवेश एसआईपी मोड के माध्यम से किया जाता है तो उन्हें सावधान रहना होगा कि राशि नियमित अंतराल पर निवेश की जाती है।
समय के लिए निवेश करें
जब भी निवेशक लंबी अवधि के निवेश के लिए चुनते हैं, तो उन्हें हमेशा बाजार का समय देखना चाहिए। व्यक्तियों को आम तौर पर निवेश करना चाहिए जब बाजार पहले से ही मंदी में हो और विकास क्षमता दिखा रहा हो। इस स्थिति में, व्यक्ति एसआईपी मोड की तुलना में एकमुश्त मोड के माध्यम से अधिक रिटर्न अर्जित कर सकते हैं। हालांकि, अगर एकमुश्त निवेश तब किया जाता है जब बाजार पहले ही चरम पर पहुंच गया हो, उस स्थिति में, व्यक्तियों को नुकसान हो सकता है।
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2022 के लिए सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त फंड
चूंकि एकमुश्त निवेश लंबी अवधि के लिए किया जाता है, परिणामस्वरूप, हम विशेष रूप से इक्विटी श्रेणी में निवेश करना चुन सकते हैंलार्ज कैप फंड. तो, आइए कुछ बेहतरीन प्रदर्शन करने वाली लार्ज-कैप म्यूचुअल फंड योजनाओं को देखें जिन्हें एकमुश्त मोड के माध्यम से लंबी अवधि के निवेश के लिए चुना जा सकता है।
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹94.1951
↑ 0.33 ₹48,871 5,000 3.6 5.3 5.1 18.4 21.5 18.2 ICICI Prudential Bluechip Fund Growth ₹116.17
↑ 0.51 ₹75,863 5,000 5.7 6.9 7.6 17.5 19.2 16.9 DSP TOP 100 Equity Growth ₹489.578
↑ 2.41 ₹6,934 1,000 5.2 4.3 5.5 17.3 16.2 20.5 JM Core 11 Fund Growth ₹20.2595
↑ 0.06 ₹310 5,000 2.9 5.3 -3.3 17 16.2 24.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund DSP TOP 100 Equity JM Core 11 Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹48,871 Cr). Highest AUM (₹75,863 Cr). Lower mid AUM (₹6,934 Cr). Bottom quartile AUM (₹310 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 12.61% (bottom quartile). 5Y return: 21.45% (top quartile). 5Y return: 19.23% (upper mid). 5Y return: 16.16% (bottom quartile). 5Y return: 16.16% (lower mid). Point 6 3Y return: 21.88% (top quartile). 3Y return: 18.38% (upper mid). 3Y return: 17.49% (lower mid). 3Y return: 17.30% (bottom quartile). 3Y return: 16.99% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 5.13% (bottom quartile). 1Y return: 7.64% (upper mid). 1Y return: 5.48% (lower mid). 1Y return: -3.34% (bottom quartile). Point 8 Alpha: 2.11 (top quartile). Alpha: 0.46 (lower mid). Alpha: 0.55 (upper mid). Alpha: -2.26 (bottom quartile). Alpha: -3.45 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.12 (lower mid). Sharpe: -0.10 (bottom quartile). Sharpe: -0.20 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.44 (top quartile). Information ratio: 1.23 (upper mid). Information ratio: 0.51 (lower mid). Information ratio: 0.46 (bottom quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
JM Core 11 Fund
एकमुश्त ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.
The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on (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. Research Highlights for Nippon India Large Cap Fund Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Focused Bluechip Equity Fund) To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund
Manager reserves the right to increase the number of companies to more than 20. Research Highlights for ICICI Prudential Bluechip Fund Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. Research Highlights for DSP TOP 100 Equity Below is the key information for DSP TOP 100 Equity Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. Research Highlights for JM Core 11 Fund Below is the key information for JM Core 11 Fund Returns up to 1 year are on 1. IDBI India Top 100 Equity Fund
IDBI India Top 100 Equity Fund
Growth Launch Date 15 May 12 NAV (28 Jul 23) ₹44.16 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹655 on 30 Jun 23 Category Equity - Large Cap AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio 1.09 Information Ratio 0.14 Alpha Ratio 2.11 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,650 30 Nov 22 ₹15,029 Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 3% 3 Month 9.2% 6 Month 12.5% 1 Year 15.4% 3 Year 21.9% 5 Year 12.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (05 Dec 25) ₹94.1951 ↑ 0.33 (0.35 %) Net Assets (Cr) ₹48,871 on 31 Oct 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.15 Information Ratio 1.44 Alpha Ratio 0.46 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,190 30 Nov 22 ₹16,577 30 Nov 23 ₹19,613 30 Nov 24 ₹25,422 30 Nov 25 ₹27,542 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 1% 3 Month 3.6% 6 Month 5.3% 1 Year 5.1% 3 Year 18.4% 5 Year 21.5% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.2% 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% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 18.25 Yr. Kinjal Desai 25 May 18 7.44 Yr. Bhavik Dave 19 Aug 24 1.2 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Large Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 32.52% Consumer Cyclical 15.64% Industrials 10.22% Consumer Defensive 9.92% Technology 6.91% Energy 6.25% Basic Materials 6.09% Utility 5.7% Health Care 5.14% Communication Services 0.24% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK8% ₹4,086 Cr 41,380,734
↑ 2,300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹3,053 Cr 20,537,539 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹2,220 Cr 16,500,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹2,179 Cr 23,254,164 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹2,094 Cr 16,989,098
↓ -1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,774 Cr 4,400,529 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹1,528 Cr 14,648,655 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC3% ₹1,485 Cr 35,329,812 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,482 Cr 10,000,494 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 5222753% ₹1,382 Cr 4,550,000 3. ICICI Prudential Bluechip Fund
ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (05 Dec 25) ₹116.17 ↑ 0.51 (0.44 %) Net Assets (Cr) ₹75,863 on 31 Oct 25 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 0.12 Information Ratio 1.23 Alpha Ratio 0.55 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,663 30 Nov 22 ₹15,365 30 Nov 23 ₹17,766 30 Nov 24 ₹22,705 30 Nov 25 ₹24,890 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 2.8% 3 Month 5.7% 6 Month 6.9% 1 Year 7.6% 3 Year 17.5% 5 Year 19.2% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.9% 2023 27.4% 2022 6.9% 2021 29.2% 2020 13.5% 2019 9.8% 2018 -0.8% 2017 32.7% 2016 7.7% 2015 -0.2% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Anish Tawakley 5 Sep 18 7.16 Yr. Vaibhav Dusad 18 Jan 21 4.79 Yr. Sharmila D’mello 31 Jul 22 3.26 Yr. Data below for ICICI Prudential Bluechip Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 27.72% Industrials 10.99% Consumer Cyclical 10.58% Energy 9.72% Basic Materials 6.61% Technology 5.58% Communication Services 5.14% Health Care 4.63% Consumer Defensive 4.04% Utility 3.93% Real Estate 1.08% Asset Allocation
Asset Class Value Cash 6.12% Equity 93.43% Debt 0.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK10% ₹7,463 Cr 75,594,168 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK8% ₹6,167 Cr 45,841,831
↑ 2,077,144 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE7% ₹5,151 Cr 34,655,981 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT7% ₹5,120 Cr 12,702,825 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL5% ₹3,483 Cr 16,951,029
↓ -87,384 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI4% ₹3,220 Cr 1,989,312 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹3,179 Cr 25,789,059 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY4% ₹2,676 Cr 18,055,818 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 5325383% ₹2,552 Cr 2,135,713 Nifty 50 Index
- | -3% ₹2,386 Cr 920,850
↑ 920,850 4. DSP TOP 100 Equity
DSP TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (05 Dec 25) ₹489.578 ↑ 2.41 (0.49 %) Net Assets (Cr) ₹6,934 on 31 Oct 25 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.1 Information Ratio 0.51 Alpha Ratio -2.26 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,526 30 Nov 22 ₹13,466 30 Nov 23 ₹15,620 30 Nov 24 ₹20,207 30 Nov 25 ₹21,609 Returns for DSP TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 2.1% 3 Month 5.2% 6 Month 4.3% 1 Year 5.5% 3 Year 17.3% 5 Year 16.2% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.5% 2023 26.6% 2022 1.4% 2021 19.5% 2020 7.5% 2019 14.8% 2018 -2.7% 2017 26.5% 2016 4.9% 2015 -2.3% Fund Manager information for DSP TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 3.42 Yr. Data below for DSP TOP 100 Equity as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 42.37% Consumer Cyclical 10.03% Health Care 9.19% Technology 7.61% Utility 6.86% Consumer Defensive 5.9% Energy 4.58% Communication Services 1.53% Basic Materials 1.14% Industrials 0.79% Asset Allocation
Asset Class Value Cash 9.54% Equity 90.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK9% ₹595 Cr 6,025,402 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK8% ₹540 Cr 4,012,999
↑ 486,706 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M6% ₹419 Cr 1,201,992
↑ 97,537 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹409 Cr 9,725,244 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322156% ₹387 Cr 3,138,674
↑ 172,691 Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY5% ₹373 Cr 2,515,703 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK5% ₹353 Cr 1,679,850 NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 5325555% ₹323 Cr 9,580,004 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000874% ₹284 Cr 1,894,072
↓ -137,371 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹280 Cr 1,433,259
↓ -86,913 5. JM Core 11 Fund
JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (05 Dec 25) ₹20.2595 ↑ 0.06 (0.29 %) Net Assets (Cr) ₹310 on 31 Oct 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio -0.21 Information Ratio 0.46 Alpha Ratio -3.45 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,240 30 Nov 22 ₹13,514 30 Nov 23 ₹16,860 30 Nov 24 ₹22,072 30 Nov 25 ₹22,096 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -1.3% 3 Month 2.9% 6 Month 5.3% 1 Year -3.3% 3 Year 17% 5 Year 16.2% 10 Year 15 Year Since launch 4.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.3% 2023 32.9% 2022 7.1% 2021 16.3% 2020 6.3% 2019 10.6% 2018 -5% 2017 43.1% 2016 11.1% 2015 -2.4% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.08 Yr. Asit Bhandarkar 25 Feb 09 16.69 Yr. Ruchi Fozdar 4 Oct 24 1.08 Yr. Deepak Gupta 11 Apr 25 0.56 Yr. Data below for JM Core 11 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Consumer Cyclical 27.85% Financial Services 25.59% Technology 16.16% Industrials 12.78% Health Care 5.93% Communication Services 4.05% Basic Materials 3.98% Real Estate 2.55% Asset Allocation
Asset Class Value Cash 1.09% Equity 98.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433965% ₹17 Cr 130,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹16 Cr 38,507 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER5% ₹15 Cr 19,048 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT5% ₹15 Cr 21,000
↑ 1,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI5% ₹15 Cr 9,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | TITAN5% ₹14 Cr 37,560
↑ 12,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 25 | 5429044% ₹14 Cr 2,626,723 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000344% ₹13 Cr 127,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK4% ₹13 Cr 134,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL4% ₹13 Cr 61,000
एकमुश्त कैलकुलेटर
एकमुश्त कैलकुलेटर एक ऐसा उपकरण है जो व्यक्तियों को यह समझने में मदद करता है कि उनका मूल्य कितना होगाम्यूचुअल फंड में एकमुश्त निवेश निवेश अवधि के अंत में। कैलकुलेटर में फीड किए जाने वाले इनपुट डेटा में एकमुश्त निवेश की अवधि, एकमुश्त निवेश की राशि, इक्विटी बाजारों में अपेक्षित दीर्घकालिक विकास दर, अपेक्षित दीर्घकालिक शामिल हैं।मुद्रास्फीति भाव। तो, आइए एकमुश्त कैलकुलेटर का उपयोग करने की अवधारणा को समझते हैं।
एकमुश्त निवेश: INR 35,000
निवेश अवधि: 20 साल
दीर्घकालिक विकास दर (लगभग): 15%
दीर्घकालिक मुद्रास्फीति दर (लगभग): 4%
एकमुश्त कैलकुलेटर के अनुसार अपेक्षित रिटर्न: INR 2,82,181
निवेश पर शुद्ध लाभ: INR 2,47,181
इस प्रकार, उपरोक्त गणना से पता चलता है कि आपके निवेश पर निवेश पर शुद्ध लाभ INR 2,47,181 है जबकि आपके निवेश का कुल मूल्य INR 2,82,181 है.
इस प्रकार, उपरोक्त बिंदुओं से, यह कहा जा सकता है कि निवेश के एकमुश्त तरीके के भी अपने फायदे हैं। हालांकि, व्यक्तियों को निवेश का एकमुश्त तरीका चुनते समय सतर्क रहना चाहिए। उन्हें यह जांचना चाहिए कि ऐसी विधा उनके लिए उपयुक्त है या नहीं। यदि व्यक्ति एकमुश्त मोड के साथ बहुत सहज नहीं हैं, तो वे एसटीपी या . के लिए चुन सकते हैंव्यवस्थित स्थानांतरण योजना जिसमें वे पहले एकमुश्त राशि का निवेश करते हैं aलिक्विड फंड और फिर इसे नियमित अंतराल पर व्यवस्थित रूप से इक्विटी फंड में ट्रांसफर करें।
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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