Table of Contents
Top 5 Equity - Large Cap Funds
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.
म्यूचुअल फंड में एकमुश्त निवेश के कुछ लाभ इस प्रकार हैं:
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.
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।
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।
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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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 (%) 2023 (%) Nippon India Large Cap Fund Growth ₹80.2961
↑ 0.80 ₹24,378 5,000 10.4 26 45 26.8 17.9 32.1 HDFC Top 100 Fund Growth ₹1,040.29
↑ 6.95 ₹32,355 5,000 6.1 23.3 38.1 22.9 16 30 ICICI Prudential Bluechip Fund Growth ₹97.14
↑ 0.77 ₹53,505 5,000 8.2 25.7 41.8 22.8 18.1 27.4 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 JM Large Cap Fund Growth ₹147.446
↑ 1.85 ₹119 5,000 9 29.5 47.1 21.8 17.3 29.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 24 एकमुश्त
ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़
. पर छाँटा गयापिछले 3 साल का रिटर्न
.
(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 Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on (Erstwhile HDFC Top 200) To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index.
Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market
capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation. HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Top 100 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. ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on 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. IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. Nippon India Large Cap Fund
CAGR/Annualized
return of 13.3% since its launch. Ranked 20 in Large Cap
category. Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (25 Apr 24) ₹80.2961 ↑ 0.80 (1.00 %) 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.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹6,817 31 Mar 21 ₹11,430 31 Mar 22 ₹14,296 31 Mar 23 ₹15,230 31 Mar 24 ₹22,055 Returns for Nippon India Large Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Apr 24 Duration Returns 1 Month 4.3% 3 Month 10.4% 6 Month 26% 1 Year 45% 3 Year 26.8% 5 Year 17.9% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 16.66 Yr. Ashutosh Bhargava 1 Sep 21 2.58 Yr. Kinjal Desai 25 May 18 5.86 Yr. Data below for Nippon India Large Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 36.5% Consumer Cyclical 15.08% Industrials 9.84% Consumer Defensive 9.42% Energy 7.63% Technology 6.4% Utility 6.27% Basic Materials 3.66% Health Care 2.4% Communication Services 1.52% Asset Allocation
Asset Class Value Cash 1.28% Equity 98.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹2,105 Cr 15,000,529
↑ 1,400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹1,547 Cr 14,700,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE7% ₹1,519 Cr 5,200,000
↑ 400,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN6% ₹1,429 Cr 19,100,644 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC5% ₹1,056 Cr 26,000,000
↑ 1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹939 Cr 2,700,529 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹828 Cr 7,700,080 NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 5325553% ₹722 Cr 21,500,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 5004003% ₹706 Cr 19,000,000
↓ -1,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹676 Cr 1,040,326
↑ 30,000 2. HDFC Top 100 Fund
CAGR/Annualized
return of 19.3% since its launch. Ranked 43 in Large Cap
category. Return for 2023 was 30% , 2022 was 10.6% and 2021 was 28.5% . HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (25 Apr 24) ₹1,040.29 ↑ 6.95 (0.67 %) Net Assets (Cr) ₹32,355 on 31 Mar 24 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 2.51 Information Ratio 1.14 Alpha Ratio 3.97 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹6,858 31 Mar 21 ₹11,423 31 Mar 22 ₹13,805 31 Mar 23 ₹14,658 31 Mar 24 ₹20,426 Returns for HDFC Top 100 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Apr 24 Duration Returns 1 Month 2.4% 3 Month 6.1% 6 Month 23.3% 1 Year 38.1% 3 Year 22.9% 5 Year 16% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 30% 2022 10.6% 2021 28.5% 2020 5.9% 2019 7.7% 2018 0.1% 2017 32% 2016 8.5% 2015 -6.1% 2014 46.5% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Rahul Baijal 29 Jul 22 1.68 Yr. Dhruv Muchhal 22 Jun 23 0.78 Yr. Data below for HDFC Top 100 Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 31.76% Energy 11.92% Technology 10.33% Industrials 8.5% Consumer Defensive 7.73% Health Care 7.12% Consumer Cyclical 6.15% Utility 5.8% Communication Services 4.23% Basic Materials 3.18% Asset Allocation
Asset Class Value Cash 3.27% Equity 96.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK10% ₹3,035 Cr 28,840,474 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹2,298 Cr 16,376,319 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE7% ₹2,281 Cr 7,806,781 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325556% ₹1,835 Cr 54,669,743 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY6% ₹1,771 Cr 10,579,648 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT6% ₹1,760 Cr 5,061,271
↑ 400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL4% ₹1,339 Cr 11,921,785 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹1,288 Cr 31,691,145 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322154% ₹1,258 Cr 11,702,714 Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA4% ₹1,203 Cr 27,557,721 3. ICICI Prudential Bluechip Fund
CAGR/Annualized
return of 15.3% since its launch. Ranked 21 in Large Cap
category. Return for 2023 was 27.4% , 2022 was 6.9% and 2021 was 29.2% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (25 Apr 24) ₹97.14 ↑ 0.77 (0.80 %) Net Assets (Cr) ₹53,505 on 31 Mar 24 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 3.17 Information Ratio 1.27 Alpha Ratio 10.05 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.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,535 31 Mar 21 ₹12,712 31 Mar 22 ₹15,544 31 Mar 23 ₹16,006 31 Mar 24 ₹22,787 Returns for ICICI Prudential Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Apr 24 Duration Returns 1 Month 2.4% 3 Month 8.2% 6 Month 25.7% 1 Year 41.8% 3 Year 22.8% 5 Year 18.1% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 41.1% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Anish Tawakley 5 Sep 18 5.58 Yr. Vaibhav Dusad 18 Jan 21 3.2 Yr. Sharmila D’mello 31 Jul 22 1.67 Yr. Data below for ICICI Prudential Bluechip Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 22.11% Energy 12.63% Consumer Cyclical 11.33% Industrials 9.5% Technology 8.99% Basic Materials 6.41% Health Care 5.96% Consumer Defensive 5.3% Communication Services 3.94% Utility 3.41% Real Estate 1.45% Asset Allocation
Asset Class Value Cash 8.98% Equity 91.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK8% ₹4,263 Cr 40,518,440 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE8% ₹4,178 Cr 14,299,648 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT7% ₹3,484 Cr 10,017,834
↑ 240,436 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY5% ₹2,814 Cr 16,812,789 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322155% ₹2,404 Cr 22,358,608
↑ 1,737,043 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI5% ₹2,375 Cr 2,103,659 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO4% ₹2,065 Cr 2,087,320
↑ 26,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹1,949 Cr 17,348,738 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹1,480 Cr 10,547,948 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA3% ₹1,400 Cr 8,869,143 4. IDBI India Top 100 Equity Fund
CAGR/Annualized
return of 14.2% since its launch. Ranked 45 in Large Cap
category. . 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 Mar 19 ₹10,000 31 Mar 20 ₹8,202 31 Mar 21 ₹13,286 31 Mar 22 ₹16,450 31 Mar 23 ₹16,282 Returns for IDBI India Top 100 Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Apr 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 5. JM Large Cap Fund
CAGR/Annualized
return of 9.7% since its launch. Ranked 73 in Large Cap
category. Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (25 Apr 24) ₹147.446 ↑ 1.85 (1.27 %) Net Assets (Cr) ₹119 on 31 Mar 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.51 Sharpe Ratio 2.88 Information Ratio 0.5 Alpha Ratio 9.34 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 31 Mar 19 ₹10,000 31 Mar 20 ₹9,057 31 Mar 21 ₹12,483 31 Mar 22 ₹14,810 31 Mar 23 ₹14,869 31 Mar 24 ₹21,619 Returns for JM Large Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Apr 24 Duration Returns 1 Month 4.1% 3 Month 9% 6 Month 29.5% 1 Year 47.1% 3 Year 21.8% 5 Year 17.3% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.6% 2022 3.4% 2021 23.2% 2020 18.1% 2019 4.9% 2018 0.8% 2017 20.9% 2016 1.8% 2015 -1.3% 2014 45.5% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 2.61 Yr. Asit Bhandarkar 5 Oct 17 6.49 Yr. Gurvinder Wasan 1 Dec 22 1.33 Yr. Data below for JM Large Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 22.59% Technology 16.18% Consumer Cyclical 14.99% Utility 10.09% Industrials 8.84% Basic Materials 7.87% Health Care 7.81% Energy 3.75% Real Estate 2.72% Asset Allocation
Asset Class Value Cash 5.16% Equity 94.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT7% ₹7 Cr 20,057
↑ 8,500 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK6% ₹6 Cr 40,272
↑ 18,500 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY6% ₹6 Cr 33,398
↑ 6,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 29 Feb 24 | DRREDDY4% ₹4 Cr 6,400
↑ 6,400 Bank of Baroda (Financial Services)
Equity, Since 30 Nov 22 | 5321344% ₹4 Cr 154,250
↓ -30,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M4% ₹4 Cr 21,000
↑ 21,000 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR4% ₹4 Cr 62,000 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004004% ₹4 Cr 104,000
↑ 104,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN4% ₹4 Cr 50,397
↑ 27,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 24 | 5003124% ₹4 Cr 141,000
↑ 55,000
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।
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