+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 ₹94.0756
↑ 0.67 ₹50,312 5,000 3.8 2.5 9.2 19.5 20.2 18.2 ICICI Prudential Bluechip Fund Growth ₹115.51
↑ 0.86 ₹78,160 5,000 5.2 3.5 11.3 18.3 18 16.9 DSP TOP 100 Equity Growth ₹487.324
↑ 3.68 ₹7,187 1,000 4.4 1.5 8.4 18.3 14.9 20.5 Bandhan Large Cap Fund Growth ₹80.35
↑ 0.65 ₹2,051 5,000 5.7 3.6 8.2 17.7 15.1 18.7 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 Bandhan Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹50,312 Cr). Highest AUM (₹78,160 Cr). Lower mid AUM (₹7,187 Cr). Bottom quartile AUM (₹2,051 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (bottom quartile). 5Y return: 20.24% (top quartile). 5Y return: 18.00% (upper mid). 5Y return: 14.93% (bottom quartile). 5Y return: 15.06% (lower mid). Point 6 3Y return: 21.88% (top quartile). 3Y return: 19.48% (upper mid). 3Y return: 18.34% (lower mid). 3Y return: 18.25% (bottom quartile). 3Y return: 17.65% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 9.15% (lower mid). 1Y return: 11.32% (upper mid). 1Y return: 8.38% (bottom quartile). 1Y return: 8.22% (bottom quartile). Point 8 Alpha: 2.11 (top quartile). Alpha: -0.13 (lower mid). Alpha: 1.62 (upper mid). Alpha: -1.23 (bottom quartile). Alpha: -0.76 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: 0.22 (lower mid). Sharpe: 0.33 (upper mid). Sharpe: 0.12 (bottom quartile). Sharpe: 0.17 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.45 (top quartile). Information ratio: 1.40 (upper mid). Information ratio: 0.76 (lower mid). Information ratio: 0.73 (bottom quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
Bandhan Large Cap 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 (Erstwhile IDFC Equity Fund) The investment objective of the scheme is to seek to generate
capital growth from a portfolio of predominantly equity and equity
related instruments (including Equity Derivatives). The scheme
may also invest in debt & money market instruments to generate
reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized. Research Highlights for Bandhan Large Cap Fund Below is the key information for Bandhan Large Cap 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 31 Dec 20 ₹10,000 31 Dec 21 ₹13,125 31 Dec 22 ₹13,511 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 (31 Dec 25) ₹94.0756 ↑ 0.67 (0.71 %) Net Assets (Cr) ₹50,312 on 30 Nov 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.22 Information Ratio 1.45 Alpha Ratio -0.13 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 31 Dec 20 ₹10,000 31 Dec 21 ₹13,237 31 Dec 22 ₹14,736 31 Dec 23 ₹19,474 31 Dec 24 ₹23,025 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 -0.4% 3 Month 3.8% 6 Month 2.5% 1 Year 9.2% 3 Year 19.5% 5 Year 20.2% 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 18.33 Yr. Kinjal Desai 25 May 18 7.53 Yr. Bhavik Dave 19 Aug 24 1.28 Yr. Lokesh Maru 5 Sep 25 0.24 Yr. Divya Sharma 5 Sep 25 0.24 Yr. Data below for Nippon India Large Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 33.31% Consumer Cyclical 15.86% Industrials 9.85% Consumer Defensive 9.7% Technology 7.25% Energy 6.09% Basic Materials 5.94% Health Care 5.86% Utility 5.48% Communication Services 0.2% Asset Allocation
Asset Class Value Cash 0.46% Equity 99.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹4,573 Cr 45,380,734
↑ 4,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹3,063 Cr 19,537,539
↓ -1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹2,789 Cr 20,079,845
↑ 3,579,845 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK4% ₹1,998 Cr 15,615,542
↓ -1,373,556 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹1,917 Cr 19,582,107
↓ -3,672,057 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,791 Cr 4,400,529 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,560 Cr 10,000,494 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | BAJFINANCE3% ₹1,520 Cr 14,648,655 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC3% ₹1,428 Cr 35,329,812 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M3% ₹1,387 Cr 3,690,580 3. ICICI Prudential Bluechip Fund
ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (31 Dec 25) ₹115.51 ↑ 0.86 (0.75 %) Net Assets (Cr) ₹78,160 on 30 Nov 25 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 0.33 Information Ratio 1.4 Alpha Ratio 1.62 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 31 Dec 20 ₹10,000 31 Dec 21 ₹12,917 31 Dec 22 ₹13,803 31 Dec 23 ₹17,584 31 Dec 24 ₹20,551 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 -0.5% 3 Month 5.2% 6 Month 3.5% 1 Year 11.3% 3 Year 18.3% 5 Year 18% 10 Year 15 Year Since launch 14.9% 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 7.24 Yr. Vaibhav Dusad 18 Jan 21 4.87 Yr. Sharmila D’mello 31 Jul 22 3.34 Yr. Data below for ICICI Prudential Bluechip Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 28.1% Consumer Cyclical 11.21% Industrials 10.8% Energy 9.6% Basic Materials 6.54% Technology 5.71% Communication Services 5.1% Health Care 4.59% Utility 4.03% Consumer Defensive 3.78% Real Estate 1.01% Asset Allocation
Asset Class Value Cash 6.16% Equity 93.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK10% ₹7,651 Cr 75,932,888
↑ 338,720 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK8% ₹6,579 Cr 47,370,668
↑ 1,528,837 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE7% ₹5,432 Cr 34,655,981 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT7% ₹5,170 Cr 12,702,825 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL5% ₹3,562 Cr 16,951,029 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK4% ₹3,300 Cr 25,789,059 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI4% ₹3,182 Cr 2,001,312
↑ 12,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY4% ₹2,830 Cr 18,143,017
↑ 87,199 Nifty 50 Index $$
- | -3% ₹2,628 Cr 995,850
↑ 995,850 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO3% ₹2,441 Cr 2,103,927
↓ -31,786 4. DSP TOP 100 Equity
DSP TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (31 Dec 25) ₹487.324 ↑ 3.68 (0.76 %) Net Assets (Cr) ₹7,187 on 30 Nov 25 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.12 Information Ratio 0.76 Alpha Ratio -1.23 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 31 Dec 20 ₹10,000 31 Dec 21 ₹11,953 31 Dec 22 ₹12,125 31 Dec 23 ₹15,351 31 Dec 24 ₹18,498 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 -0.3% 3 Month 4.4% 6 Month 1.5% 1 Year 8.4% 3 Year 18.3% 5 Year 14.9% 10 Year 15 Year Since launch 18.6% 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 3.5 Yr. Data below for DSP TOP 100 Equity as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 42.24% Consumer Cyclical 10.51% Health Care 9.25% Technology 8.49% Utility 6.6% Consumer Defensive 5.67% Energy 4.36% Communication Services 1.63% Basic Materials 1.13% Industrials 0.74% Asset Allocation
Asset Class Value Cash 9.38% Equity 90.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK9% ₹611 Cr 4,401,409
↑ 388,410 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹607 Cr 6,025,402 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M6% ₹452 Cr 1,201,992 Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY6% ₹447 Cr 2,867,471
↑ 351,768 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | AXISBANK6% ₹417 Cr 3,257,465
↑ 118,791 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹408 Cr 10,081,029
↑ 355,785 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK5% ₹375 Cr 1,764,848
↑ 84,998 NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | NTPC5% ₹327 Cr 10,021,653
↑ 441,649 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | CIPLA4% ₹290 Cr 1,894,072 State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN4% ₹268 Cr 2,732,969 5. Bandhan Large Cap Fund
Bandhan Large Cap Fund
Growth Launch Date 9 Jun 06 NAV (31 Dec 25) ₹80.35 ↑ 0.65 (0.82 %) Net Assets (Cr) ₹2,051 on 30 Nov 25 Category Equity - Large Cap AMC IDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.07 Sharpe Ratio 0.17 Information Ratio 0.73 Alpha Ratio -0.76 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,675 31 Dec 22 ₹12,381 31 Dec 23 ₹15,696 31 Dec 24 ₹18,632 Returns for Bandhan 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 -0.5% 3 Month 5.7% 6 Month 3.6% 1 Year 8.2% 3 Year 17.7% 5 Year 15.1% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 26.8% 2022 -2.3% 2021 26.8% 2020 17.4% 2019 10.6% 2018 -4.2% 2017 34.2% 2016 5.3% 2015 -5.7% Fund Manager information for Bandhan Large Cap Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1 Yr. Prateek Poddar 2 Dec 24 1 Yr. Ritika Behera 7 Oct 23 2.15 Yr. Gaurav Satra 7 Jun 24 1.48 Yr. Data below for Bandhan Large Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 29.58% Consumer Cyclical 14.03% Technology 12.1% Energy 7.72% Health Care 7.56% Basic Materials 7.46% Industrials 6.97% Consumer Defensive 4.68% Utility 3.88% Real Estate 2.76% Communication Services 2.7% Asset Allocation
Asset Class Value Cash 0.04% Equity 99.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK9% ₹189 Cr 1,871,931 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹158 Cr 1,010,030 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK7% ₹142 Cr 1,020,426 Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY4% ₹86 Cr 552,683
↑ 51,473 NTPC Ltd (Utilities)
Equity, Since 31 Dec 24 | NTPC4% ₹72 Cr 2,207,348
↑ 124,255 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 19 | LT3% ₹68 Cr 166,850
↑ 2,538 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | AXISBANK3% ₹65 Cr 506,865 State Bank of India (Financial Services)
Equity, Since 31 Dec 24 | SBIN3% ₹64 Cr 658,021 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M3% ₹64 Cr 170,861 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5433203% ₹61 Cr 2,021,360
↑ 66,699
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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