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म्यूचुअल फंड में एकमुश्त निवेश के लाभ

Updated on October 27, 2026 , 14004 views

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।

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655 5,000 9.212.515.421.912.6
Invesco India Largecap Fund Growth ₹69.19
↑ 0.24
₹1,925 5,000 -4.31.5-4.412.58.65.5
Bandhan Large Cap Fund Growth ₹75.231
↑ 0.18
₹2,098 5,000 -4.2-1.4-7.211.88.28.2
BNP Paribas Large Cap Fund Growth ₹211.9
↑ 2.15
₹2,465 5,000 -4-3.3-5.910.38.34.4
Nippon India Large Cap Fund Growth ₹85.2178
↑ 0.23
₹51,296 5,000 -5.8-5-10.210.1119.2
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

CommentaryIDBI India Top 100 Equity FundInvesco India Largecap FundBandhan Large Cap FundBNP Paribas Large Cap FundNippon India Large Cap Fund
Point 1Bottom quartile AUM (₹655 Cr).Bottom quartile AUM (₹1,925 Cr).Lower mid AUM (₹2,098 Cr).Upper mid AUM (₹2,465 Cr).Highest AUM (₹51,296 Cr).
Point 2Established history (14+ yrs).Established history (17+ yrs).Established history (20+ yrs).Oldest track record among peers (22 yrs).Established history (19+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 12.61% (top quartile).5Y return: 8.64% (lower mid).5Y return: 8.17% (bottom quartile).5Y return: 8.26% (bottom quartile).5Y return: 10.98% (upper mid).
Point 63Y return: 21.88% (top quartile).3Y return: 12.47% (upper mid).3Y return: 11.77% (lower mid).3Y return: 10.32% (bottom quartile).3Y return: 10.07% (bottom quartile).
Point 71Y return: 15.39% (top quartile).1Y return: -4.38% (upper mid).1Y return: -7.18% (bottom quartile).1Y return: -5.85% (lower mid).1Y return: -10.18% (bottom quartile).
Point 8Alpha: 2.11 (bottom quartile).Alpha: 6.02 (top quartile).Alpha: 3.21 (upper mid).Alpha: 2.79 (lower mid).Alpha: -1.77 (bottom quartile).
Point 9Sharpe: 1.09 (top quartile).Sharpe: -0.19 (upper mid).Sharpe: -0.33 (lower mid).Sharpe: -0.36 (bottom quartile).Sharpe: -0.62 (bottom quartile).
Point 10Information ratio: 0.14 (bottom quartile).Information ratio: 0.90 (upper mid).Information ratio: 0.95 (top quartile).Information ratio: 0.42 (lower mid).Information ratio: 0.42 (bottom quartile).

IDBI India Top 100 Equity Fund

  • Bottom quartile AUM (₹655 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.61% (top quartile).
  • 3Y return: 21.88% (top quartile).
  • 1Y return: 15.39% (top quartile).
  • Alpha: 2.11 (bottom quartile).
  • Sharpe: 1.09 (top quartile).
  • Information ratio: 0.14 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,925 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.64% (lower mid).
  • 3Y return: 12.47% (upper mid).
  • 1Y return: -4.38% (upper mid).
  • Alpha: 6.02 (top quartile).
  • Sharpe: -0.19 (upper mid).
  • Information ratio: 0.90 (upper mid).

Bandhan Large Cap Fund

  • Lower mid AUM (₹2,098 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.17% (bottom quartile).
  • 3Y return: 11.77% (lower mid).
  • 1Y return: -7.18% (bottom quartile).
  • Alpha: 3.21 (upper mid).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: 0.95 (top quartile).

BNP Paribas Large Cap Fund

  • Upper mid AUM (₹2,465 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.26% (bottom quartile).
  • 3Y return: 10.32% (bottom quartile).
  • 1Y return: -5.85% (lower mid).
  • Alpha: 2.79 (lower mid).
  • Sharpe: -0.36 (bottom quartile).
  • Information ratio: 0.42 (lower mid).

Nippon India Large Cap Fund

  • Highest AUM (₹51,296 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.98% (upper mid).
  • 3Y return: 10.07% (bottom quartile).
  • 1Y return: -10.18% (bottom quartile).
  • Alpha: -1.77 (bottom quartile).
  • Sharpe: -0.62 (bottom quartile).
  • Information ratio: 0.42 (bottom quartile).
*ऊपर सर्वश्रेष्ठ की सूची हैएकमुश्त ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.

1. IDBI India Top 100 Equity Fund

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.

Research Highlights for IDBI India Top 100 Equity Fund

  • Bottom quartile AUM (₹655 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.61% (top quartile).
  • 3Y return: 21.88% (top quartile).
  • 1Y return: 15.39% (top quartile).
  • Alpha: 2.11 (bottom quartile).
  • Sharpe: 1.09 (top quartile).
  • Information ratio: 0.14 (bottom quartile).

Below is the key information for 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.

DateValue

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
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
YearReturns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Research Highlights for Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,925 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.64% (lower mid).
  • 3Y return: 12.47% (upper mid).
  • 1Y return: -4.38% (upper mid).
  • Alpha: 6.02 (top quartile).
  • Sharpe: -0.19 (upper mid).
  • Information ratio: 0.90 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding ICICI Bank Ltd (~8.3%).

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (30 Oct 26) ₹69.19 ↑ 0.24   (0.35 %)
Net Assets (Cr) ₹1,925 on 30 Sep 26
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio -0.19
Information Ratio 0.9
Alpha Ratio 6.02
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.

DateValue
30 Sep 21₹10,000
30 Sep 22₹9,609
30 Sep 23₹11,160
30 Sep 24₹16,005
30 Sep 25₹15,420
30 Sep 26₹15,441

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 0.2%
3 Month -4.3%
6 Month 1.5%
1 Year -4.4%
3 Year 12.5%
5 Year 8.6%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2025 5.5%
2024 20%
2023 27.8%
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Deepak Gupta1 Oct 260 Yr.
Hiten Jain1 Dec 232.84 Yr.

Data below for Invesco India Largecap Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Financial Services33.73%
Industrials17.64%
Consumer Cyclical17.12%
Technology9.57%
Health Care8.97%
Basic Materials5.25%
Communication Services2.92%
Consumer Defensive1.78%
Real Estate1.66%
Utility0.49%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹160 Cr1,210,842
↑ 34,397
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
4%₹80 Cr1,128,336
ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC
4%₹76 Cr243,802
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL
4%₹74 Cr2,302,684
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO
4%₹70 Cr140,549
↑ 4,935
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹69 Cr690,983
↑ 44,304
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 25 | LT
4%₹68 Cr180,930
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 500034
3%₹62 Cr644,690
↑ 19,548
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 532755
3%₹56 Cr370,579
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹56 Cr320,404

3. Bandhan Large Cap Fund

(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

  • Lower mid AUM (₹2,098 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.17% (bottom quartile).
  • 3Y return: 11.77% (lower mid).
  • 1Y return: -7.18% (bottom quartile).
  • Alpha: 3.21 (upper mid).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: 0.95 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding ICICI Bank Ltd (~8.4%).

Below is the key information for Bandhan Large Cap Fund

Bandhan Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (30 Oct 26) ₹75.231 ↑ 0.18   (0.23 %)
Net Assets (Cr) ₹2,098 on 30 Sep 26
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio -0.33
Information Ratio 0.95
Alpha Ratio 3.21
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.

DateValue
30 Sep 21₹10,000
30 Sep 22₹9,799
30 Sep 23₹11,139
30 Sep 24₹16,066
30 Sep 25₹15,317
30 Sep 26₹15,029

Bandhan Large Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Bandhan Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 0.3%
3 Month -4.2%
6 Month -1.4%
1 Year -7.2%
3 Year 11.8%
5 Year 8.2%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2025 8.2%
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%
Fund Manager information for Bandhan Large Cap Fund
NameSinceTenure
Manish Gunwani2 Dec 241.83 Yr.
Prateek Poddar2 Dec 241.83 Yr.
Ritika Behera7 Oct 232.99 Yr.
Gaurav Satra7 Jun 242.32 Yr.

Data below for Bandhan Large Cap Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Financial Services32.5%
Consumer Cyclical16.45%
Technology9.04%
Industrials7.68%
Health Care7.34%
Basic Materials7.18%
Energy5.75%
Consumer Defensive5.08%
Utility4.43%
Communication Services2.88%
Real Estate1.58%
Asset Allocation
Asset ClassValue
Cash0.11%
Equity99.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹176 Cr1,330,755
↑ 4,489
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
8%₹159 Cr2,236,985
↑ 95,683
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
6%₹121 Cr1,016,203
↑ 24,964
State Bank of India (Financial Services)
Equity, Since 31 Dec 24 | SBIN
4%₹83 Cr865,294
↑ 44,223
NTPC Ltd (Utilities)
Equity, Since 31 Dec 24 | 532555
4%₹77 Cr2,392,712
↑ 161,816
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
4%₹75 Cr756,556
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M
3%₹68 Cr228,948
↑ 6,412
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 19 | LT
3%₹67 Cr179,174
↑ 2,633
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
3%₹60 Cr343,517
↑ 8,209
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 24 | SUNPHARMA
3%₹59 Cr326,682

4. BNP Paribas Large Cap Fund

(Erstwhile BNP Paribas Equity Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Research Highlights for BNP Paribas Large Cap Fund

  • Upper mid AUM (₹2,465 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.26% (bottom quartile).
  • 3Y return: 10.32% (bottom quartile).
  • 1Y return: -5.85% (lower mid).
  • Alpha: 2.79 (lower mid).
  • Sharpe: -0.36 (bottom quartile).
  • Information ratio: 0.42 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding ICICI Bank Ltd (~6.1%).

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (29 Oct 26) ₹211.9 ↑ 2.15   (1.02 %)
Net Assets (Cr) ₹2,465 on 30 Sep 26
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.36
Information Ratio 0.42
Alpha Ratio 2.79
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 21₹10,000
30 Sep 22₹9,826
30 Sep 23₹11,551
30 Sep 24₹16,768
30 Sep 25₹15,365
30 Sep 26₹14,979

BNP Paribas Large Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 0.6%
3 Month -4%
6 Month -3.3%
1 Year -5.9%
3 Year 10.3%
5 Year 8.3%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 4.4%
2024 20.1%
2023 24.8%
2022 4.2%
2021 22.1%
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 224.3 Yr.
Kushant Arora21 Oct 241.95 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Financial Services28.57%
Industrials13.42%
Consumer Cyclical11.76%
Technology8.79%
Energy6.67%
Consumer Defensive6.58%
Health Care6.33%
Basic Materials6.24%
Utility4.91%
Communication Services3.91%
Asset Allocation
Asset ClassValue
Cash1.65%
Equity97.87%
Debt0.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
6%₹151 Cr1,143,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
6%₹140 Cr1,980,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
5%₹134 Cr1,125,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA
5%₹116 Cr37,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹107 Cr283,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹96 Cr549,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL
3%₹78 Cr2,430,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
3%₹75 Cr1,800,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN
3%₹74 Cr774,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB
3%₹69 Cr73,800

5. Nippon India Large Cap Fund

(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

  • Highest AUM (₹51,296 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.98% (upper mid).
  • 3Y return: 10.07% (bottom quartile).
  • 1Y return: -10.18% (bottom quartile).
  • Alpha: -1.77 (bottom quartile).
  • Sharpe: -0.62 (bottom quartile).
  • Information ratio: 0.42 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~9.6%).

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (30 Oct 26) ₹85.2178 ↑ 0.23   (0.27 %)
Net Assets (Cr) ₹51,296 on 30 Sep 26
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.5
Sharpe Ratio -0.62
Information Ratio 0.42
Alpha Ratio -1.77
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.

DateValue
30 Sep 21₹10,000
30 Sep 22₹10,475
30 Sep 23₹13,105
30 Sep 24₹18,235
30 Sep 25₹18,051
30 Sep 26₹16,905

Nippon India Large Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Nippon India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 0%
3 Month -5.8%
6 Month -5%
1 Year -10.2%
3 Year 10.1%
5 Year 11%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 9.2%
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%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0719.16 Yr.
Kinjal Desai25 May 188.36 Yr.
Bhavik Dave19 Aug 242.12 Yr.
Amber Singhania11 Mar 260.56 Yr.

Data below for Nippon India Large Cap Fund as on 30 Sep 26

Equity Sector Allocation
SectorValue
Financial Services34.52%
Consumer Cyclical15.9%
Consumer Defensive12.64%
Technology9.04%
Industrials7.53%
Health Care7.49%
Energy4.75%
Utility4.64%
Basic Materials2.43%
Communication Services0.75%
Asset Allocation
Asset ClassValue
Cash0.3%
Equity99.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹4,931 Cr69,580,734
↑ 3,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹3,125 Cr23,642,328
↓ -1,357,672
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
5%₹2,699 Cr22,015,542
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
4%₹2,011 Cr16,941,139
↓ -500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,860 Cr4,947,774
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
3%₹1,725 Cr17,349,771
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
3%₹1,599 Cr7,800,000
↓ -200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹1,586 Cr16,534,184
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
3%₹1,447 Cr15,082,107
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR
3%₹1,407 Cr7,489,046
↑ 600,000

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

Lump-Sum-Calculator

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।

Disclaimer:
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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