Table of Contents
- एकमुश्त निवेश के लाभ
- 2022 के लिए सर्वश्रेष्ठ प्रदर्शन करने वाला एकमुश्त फंड
- एकमुश्त कैलकुलेटर
Top 5 Equity - Large Cap Funds
म्यूचुअल 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 (%) 2022 (%) HDFC Top 100 Fund Growth ₹727.869
↑ 3.79 ₹22,139 5,000 -4.3 0.4 6 26.9 10.9 10.6 Nippon India Large Cap Fund Growth ₹53.3825
↑ 0.34 ₹12,525 5,000 -4.5 -0.7 7.3 26.8 11.2 11.3 ICICI Prudential Bluechip Fund Growth ₹66.66
↑ 0.43 ₹34,199 5,000 -5.2 -0.3 2.4 26.1 11.4 6.9 SBI Bluechip Fund Growth ₹61.0757
↑ 0.35 ₹33,987 5,000 -4.8 -2 2.5 24.4 10.5 4.4 Kotak Bluechip Fund Growth ₹366.192
↑ 2.28 ₹5,259 5,000 -5.3 -2.5 0.9 24 11.1 2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23 एकमुश्त ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.
(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 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 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 (Erstwhile SBI Blue Chip Fund) To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for SBI Bluechip Fund Returns up to 1 year are on (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio of predominantly equity and
equity related securities. The portfolio will generally comprise of equity and equity
related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme
will be realized Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Bluechip Fund Returns up to 1 year are on 1. HDFC Top 100 Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 43 in Large Cap category. Return for 2022 was 10.6% , 2021 was 28.5% and 2020 was 5.9% . HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (17 Mar 23) ₹727.869 ↑ 3.79 (0.52 %) Net Assets (Cr) ₹22,139 on 28 Feb 23 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.35 Information Ratio 0.32 Alpha Ratio 7.31 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 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.5% 3 Month -4.3% 6 Month 0.4% 1 Year 6% 3 Year 26.9% 5 Year 10.9% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 4% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Rahul Baijal 29 Jul 22 0.51 Yr. Priya Ranjan 1 May 22 0.76 Yr. Data below for HDFC Top 100 Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 38.61% Energy 11.41% Technology 11.35% Consumer Defensive 7.42% Industrials 5.97% Health Care 5.03% Consumer Cyclical 4.33% Utility 4.17% Communication Services 3.78% Basic Materials 2.94% Asset Allocation
Asset Class Value Cash 5% Equity 95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹1,962 Cr 12,237,961 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK9% ₹1,932 Cr 23,229,474
↑ 951,952 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE6% ₹1,423 Cr 6,046,781 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY6% ₹1,399 Cr 9,119,648 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC6% ₹1,242 Cr 4,734,142 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC5% ₹1,104 Cr 31,318,755 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325554% ₹936 Cr 54,669,743 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN4% ₹908 Cr 16,412,380 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT4% ₹893 Cr 4,203,556 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322154% ₹824 Cr 9,452,714 2. Nippon India Large Cap Fund
CAGR/Annualized return of 11.3% since its launch. Ranked 20 in Large Cap category. Return for 2022 was 11.3% , 2021 was 32.4% and 2020 was 4.9% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (17 Mar 23) ₹53.3825 ↑ 0.34 (0.64 %) Net Assets (Cr) ₹12,525 on 28 Feb 23 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.44 Information Ratio 0.06 Alpha Ratio 6.49 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 28 Feb 18 ₹10,000 28 Feb 19 ₹9,983 29 Feb 20 ₹10,082 28 Feb 21 ₹12,613 28 Feb 22 ₹14,781 28 Feb 23 ₹16,479 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.4% 3 Month -4.5% 6 Month -0.7% 1 Year 7.3% 3 Year 26.8% 5 Year 11.2% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 4.2% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 15.5 Yr. Ashutosh Bhargava 1 Sep 21 1.42 Yr. Kinjal Desai 25 May 18 4.69 Yr. Akshay Sharma 1 Dec 22 0.17 Yr. Data below for Nippon India Large Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 35.31% Consumer Cyclical 12.86% Industrials 12.3% Consumer Defensive 9.36% Technology 9.26% Energy 8.75% Health Care 3.86% Basic Materials 3.36% Utility 2.16% Communication Services 1.7% Asset Allocation
Asset Class Value Cash 1.08% Equity 98.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT7% ₹850 Cr 4,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE7% ₹824 Cr 3,500,000
↑ 200,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC6% ₹787 Cr 3,000,315
↓ -200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK6% ₹725 Cr 4,524,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹690 Cr 8,300,000
↑ 800,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN5% ₹637 Cr 11,500,644
↓ -500,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC5% ₹617 Cr 17,500,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY4% ₹506 Cr 3,300,084
↓ -300,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH4% ₹494 Cr 4,400,927 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹479 Cr 5,500,080 3. ICICI Prudential Bluechip Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 21 in Large Cap category. Return for 2022 was 6.9% , 2021 was 29.2% and 2020 was 13.5% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (17 Mar 23) ₹66.66 ↑ 0.43 (0.65 %) Net Assets (Cr) ₹34,199 on 28 Feb 23 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.07 Information Ratio 0.49 Alpha Ratio 3.07 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 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.8% 3 Month -5.2% 6 Month -0.3% 1 Year 2.4% 3 Year 26.1% 5 Year 11.4% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 10.2% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Anish Tawakley 5 Sep 18 4.41 Yr. Vaibhav Dusad 18 Jan 21 2.04 Yr. Sharmila D’mello 31 Jul 22 0.51 Yr. Data below for ICICI Prudential Bluechip Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 30.9% Technology 11.02% Energy 10.5% Consumer Cyclical 8.54% Industrials 7.98% Basic Materials 5.98% Consumer Defensive 5.22% Health Care 4.94% Communication Services 4.02% Utility 2% Real Estate 0.48% Asset Allocation
Asset Class Value Cash 8.43% Equity 91.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK9% ₹3,110 Cr 37,378,958
↑ 297,361 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE8% ₹2,764 Cr 11,741,805
↑ 565,037 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK7% ₹2,427 Cr 15,133,788
↓ -2,933,339 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY7% ₹2,345 Cr 15,291,074
↓ -457,817 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT7% ₹2,257 Cr 10,626,507
↓ -661,200 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322156% ₹1,918 Cr 22,008,987
↑ 65,271 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹1,219 Cr 15,819,593 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI3% ₹1,203 Cr 1,352,033
↑ 21,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO3% ₹1,075 Cr 1,516,576
↑ 98,000 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 18 | SBILIFE3% ₹911 Cr 7,468,827
↓ -636,959 4. SBI Bluechip Fund
CAGR/Annualized return of 11.2% since its launch. Ranked 9 in Large Cap category. Return for 2022 was 4.4% , 2021 was 26.1% and 2020 was 16.3% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (17 Mar 23) ₹61.0757 ↑ 0.35 (0.58 %) Net Assets (Cr) ₹33,987 on 28 Feb 23 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio 0.12 Information Ratio -0.14 Alpha Ratio 1.53 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 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -4.3% 3 Month -4.8% 6 Month -2% 1 Year 2.5% 3 Year 24.4% 5 Year 10.5% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.4% 2021 26.1% 2020 16.3% 2019 11.6% 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% 2014 47.9% 2013 7.6% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Sohini Andani 1 Sep 10 12.43 Yr. Mohit Jain 30 Nov 17 5.18 Yr. Data below for SBI Bluechip Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 33.52% Consumer Cyclical 15.2% Industrials 8.8% Consumer Defensive 8.11% Health Care 6.85% Technology 5.78% Energy 5.63% Basic Materials 5.52% Real Estate 1.99% Communication Services 1.89% Asset Allocation
Asset Class Value Cash 6.45% Equity 93.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK9% ₹3,127 Cr 19,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK8% ₹2,616 Cr 31,443,104
↑ 1,000,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY5% ₹1,839 Cr 11,992,178
↑ 1,157,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹1,727 Cr 49,000,000
↑ 2,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹1,607 Cr 7,562,209 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE4% ₹1,429 Cr 6,070,915
↓ -200,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | M&M3% ₹1,027 Cr 7,451,909 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC3% ₹970 Cr 3,700,000
↓ -1,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹938 Cr 10,761,751 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹911 Cr 2,748,463 5. Kotak Bluechip Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 32 in Large Cap category. Return for 2022 was 2% , 2021 was 27.7% and 2020 was 16.4% . Kotak Bluechip Fund
Growth Launch Date 29 Dec 98 NAV (17 Mar 23) ₹366.192 ↑ 2.28 (0.63 %) Net Assets (Cr) ₹5,259 on 28 Feb 23 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0 Information Ratio 0.01 Alpha Ratio 2.15 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,877 29 Feb 20 ₹10,752 28 Feb 21 ₹13,975 28 Feb 22 ₹16,094 28 Feb 23 ₹16,819 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -4.5% 3 Month -5.3% 6 Month -2.5% 1 Year 0.9% 3 Year 24% 5 Year 11.1% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 2% 2021 27.7% 2020 16.4% 2019 14.2% 2018 -2.1% 2017 29.2% 2016 2.9% 2015 3.8% 2014 42.5% 2013 4.3% Fund Manager information for Kotak Bluechip Fund
Name Since Tenure Harish Krishnan 1 Jan 14 9.09 Yr. Arjun Khanna 30 Apr 22 0.76 Yr. Data below for Kotak Bluechip Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 29.24% Consumer Cyclical 14.84% Technology 13.21% Consumer Defensive 9.16% Industrials 7.79% Energy 7.33% Basic Materials 6.75% Health Care 5.25% Communication Services 2.11% Utility 1.99% Real Estate 0.99% Asset Allocation
Asset Class Value Cash 1.35% Equity 98.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹358 Cr 4,300,000
↑ 50,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK6% ₹325 Cr 2,025,000
↑ 25,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE6% ₹321 Cr 1,362,500 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY6% ₹307 Cr 2,000,000
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT4% ₹212 Cr 1,000,000
↑ 25,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 5322154% ₹207 Cr 2,375,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 06 | ITC3% ₹166 Cr 4,725,000
↑ 75,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI3% ₹165 Cr 185,000
↑ 2,500 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M3% ₹145 Cr 1,050,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS3% ₹143 Cr 425,000
↑ 25,000
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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