व्यवस्थितनिवेश योजना यासिप की एक विधि हैनिवेश एक निश्चित समय पर नियमित रूप से एक निश्चित राशि। यह सबसे लचीली और आसान निवेश योजना है। आपका पैसा आपसे स्वतः डेबिट हो जाता हैबैंक खाते और योजना में निवेश किया जाता है। SIP की निवेश शैली के कारण, निवेशकों को समय की आवश्यकता नहीं हैमंडी.
एचडीएफसी म्यूचुअल फंड, भारत के प्रमुखों में से एक होने के नातेएएमसी, निवेशक हमेशा कंपनी द्वारा पेश किए गए एसआईपी फंड को पसंद करते हैं। आप केवल INR 500 से SIP में निवेश शुरू कर सकते हैं। a . के अन्य लाभों में से एकएसआईपी निवेश क्या आप अपनी योजना बना सकते हैं और उसे पूरा कर सकते हैंवित्तीय लक्ष्यों.
शादी जैसे लक्ष्य,सेवानिवृत्ति योजनाघर/वाहन आदि की खरीद सुनियोजित तरीके से की जा सकती है और एसआईपी के जरिए समय पर हासिल की जा सकती है।
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एचडीएफसी एसआईपी सबसे लोकप्रिय में से एक हैम्यूचुअल फंड कंपनी द्वारा दी जाने वाली योजनाएं। एक एसआईपी एक की तरह हैआवर्ती जमा. प्रत्येक महीने एक विशिष्ट तिथि पर आपके द्वारा चुनी गई एक निश्चित राशि आपकी पसंद की म्यूचुअल फंड योजना में निवेश की जाती है। एसआईपी निवेश के लिए उपलब्ध तारीखें कंपनी की वेबसाइट पर दी गई हैं। कई हैंनिवेश के लाभ एचडीएफसी एमएफ एसआईपी के माध्यम से। उनमें से कुछ में शामिल हैं:
सर्वश्रेष्ठ एचडीएफसी एसआईपी फंड निम्नलिखित हैं (इक्विटी फ़ंड) वर्ष 2022 - 2023 के लिए। इन फंडों को एयूएम जैसे कुछ मापदंडों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, सहकर्मी औसत रिटर्न, पिछले प्रदर्शन, आदि।
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Infrastructure Fund Growth ₹47.138
↓ -0.07 ₹2,591 300 2.2 15.8 -1.1 29.3 33.2 23 HDFC Mid-Cap Opportunities Fund Growth ₹191.171
↓ 0.00 ₹84,061 300 3.8 13.9 5.1 25.8 29.6 28.6 HDFC Small Cap Fund Growth ₹138.713
↓ -0.83 ₹35,781 300 7.1 16.3 3.1 23.9 31 20.4 HDFC Focused 30 Fund Growth ₹228.105
↑ 0.28 ₹20,868 300 1.9 10.5 9.2 22.3 27.4 24 HDFC Equity Fund Growth ₹1,970.86
↑ 1.45 ₹79,585 300 1.8 10.7 8.3 22 27.7 23.5 HDFC Tax Saver Fund Growth ₹1,398.19
↑ 0.83 ₹16,908 500 1.6 10.1 5.7 21.4 24.8 21.3 HDFC Growth Opportunities Fund Growth ₹333.935
↓ -0.32 ₹26,849 300 2.3 12 0.9 19.9 25.6 19.4 HDFC Capital Builder Value Fund Growth ₹730.967
↑ 0.51 ₹7,443 300 2.4 11.7 2.9 19.1 22.7 20.7 HDFC Top 100 Fund Growth ₹1,122.86
↑ 1.53 ₹38,905 300 0.6 6.9 -0.4 15.6 20.9 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 9 Funds showcased
Commentary HDFC Infrastructure Fund HDFC Mid-Cap Opportunities Fund HDFC Small Cap Fund HDFC Focused 30 Fund HDFC Equity Fund HDFC Tax Saver Fund HDFC Growth Opportunities Fund HDFC Capital Builder Value Fund HDFC Top 100 Fund Point 1 Bottom quartile AUM (₹2,591 Cr). Highest AUM (₹84,061 Cr). Upper mid AUM (₹35,781 Cr). Lower mid AUM (₹20,868 Cr). Top quartile AUM (₹79,585 Cr). Bottom quartile AUM (₹16,908 Cr). Lower mid AUM (₹26,849 Cr). Bottom quartile AUM (₹7,443 Cr). Upper mid AUM (₹38,905 Cr). Point 2 Established history (17+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (30+ yrs). Established history (29+ yrs). Oldest track record among peers (31 yrs). Established history (31+ yrs). Established history (28+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 33.23% (top quartile). 5Y return: 29.62% (upper mid). 5Y return: 31.02% (top quartile). 5Y return: 27.39% (lower mid). 5Y return: 27.68% (upper mid). 5Y return: 24.78% (bottom quartile). 5Y return: 25.60% (lower mid). 5Y return: 22.68% (bottom quartile). 5Y return: 20.86% (bottom quartile). Point 6 3Y return: 29.29% (top quartile). 3Y return: 25.76% (top quartile). 3Y return: 23.90% (upper mid). 3Y return: 22.26% (upper mid). 3Y return: 22.02% (lower mid). 3Y return: 21.40% (lower mid). 3Y return: 19.86% (bottom quartile). 3Y return: 19.07% (bottom quartile). 3Y return: 15.62% (bottom quartile). Point 7 1Y return: -1.10% (bottom quartile). 1Y return: 5.08% (upper mid). 1Y return: 3.14% (lower mid). 1Y return: 9.22% (top quartile). 1Y return: 8.30% (top quartile). 1Y return: 5.74% (upper mid). 1Y return: 0.95% (bottom quartile). 1Y return: 2.90% (lower mid). 1Y return: -0.37% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 3.00 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 4.28 (top quartile). Alpha: 4.30 (top quartile). Alpha: 2.56 (upper mid). Alpha: -0.38 (bottom quartile). Alpha: 1.28 (lower mid). Alpha: -1.46 (bottom quartile). Point 9 Sharpe: -0.23 (bottom quartile). Sharpe: 0.23 (upper mid). Sharpe: 0.07 (lower mid). Sharpe: 0.41 (top quartile). Sharpe: 0.39 (top quartile). Sharpe: 0.22 (upper mid). Sharpe: 0.02 (bottom quartile). Sharpe: 0.09 (lower mid). Sharpe: -0.11 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.62 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 1.27 (upper mid). Information ratio: 1.47 (top quartile). Information ratio: 1.35 (top quartile). Information ratio: 0.71 (lower mid). Information ratio: 1.15 (upper mid). Information ratio: 0.66 (lower mid). HDFC Infrastructure Fund
HDFC Mid-Cap Opportunities Fund
HDFC Small Cap Fund
HDFC Focused 30 Fund
HDFC Equity Fund
HDFC Tax Saver Fund
HDFC Growth Opportunities Fund
HDFC Capital Builder Value Fund
HDFC Top 100 Fund
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. Research Highlights for HDFC Mid-Cap Opportunities Fund Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. Research Highlights for HDFC Tax Saver Fund Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on (Erstwhile HDFC Large Cap Fund) The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization. Research Highlights for HDFC Growth Opportunities Fund Below is the key information for HDFC Growth Opportunities Fund Returns up to 1 year are on (Erstwhile HDFC Capital Builder Fund) The fund plans to achieve long term capital appreciation. Research Highlights for HDFC Capital Builder Value Fund Below is the key information for HDFC Capital Builder Value 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. Research Highlights for HDFC Top 100 Fund Below is the key information for HDFC Top 100 Fund Returns up to 1 year are on 1. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (14 Aug 25) ₹47.138 ↓ -0.07 (-0.14 %) Net Assets (Cr) ₹2,591 on 30 Jun 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio -0.23 Information Ratio 0 Alpha Ratio 0 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 Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -1.8% 3 Month 2.2% 6 Month 15.8% 1 Year -1.1% 3 Year 29.3% 5 Year 33.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Data below for HDFC Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (14 Aug 25) ₹191.171 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹84,061 on 30 Jun 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.51 Sharpe Ratio 0.23 Information Ratio 0.62 Alpha Ratio 3 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 Mid-Cap Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -2.9% 3 Month 3.8% 6 Month 13.9% 1 Year 5.1% 3 Year 25.8% 5 Year 29.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.6% 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% 2015 5.8% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Data below for HDFC Mid-Cap Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (14 Aug 25) ₹138.713 ↓ -0.83 (-0.59 %) Net Assets (Cr) ₹35,781 on 30 Jun 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 0.07 Information Ratio 0 Alpha Ratio 0 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 Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -2.5% 3 Month 7.1% 6 Month 16.3% 1 Year 3.1% 3 Year 23.9% 5 Year 31% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (14 Aug 25) ₹228.105 ↑ 0.28 (0.12 %) Net Assets (Cr) ₹20,868 on 30 Jun 25 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.41 Information Ratio 1.27 Alpha Ratio 4.28 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 Focused 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -0.9% 3 Month 1.9% 6 Month 10.5% 1 Year 9.2% 3 Year 22.3% 5 Year 27.4% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 24% 2023 29.6% 2022 18.3% 2021 40.1% 2020 4.2% 2019 3.8% 2018 -14.6% 2017 38.7% 2016 2.1% 2015 5% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Data below for HDFC Focused 30 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (14 Aug 25) ₹1,970.86 ↑ 1.45 (0.07 %) Net Assets (Cr) ₹79,585 on 30 Jun 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 0.39 Information Ratio 1.47 Alpha Ratio 4.3 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 Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -0.8% 3 Month 1.8% 6 Month 10.7% 1 Year 8.3% 3 Year 22% 5 Year 27.7% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% Fund Manager information for HDFC Equity Fund
Name Since Tenure Data below for HDFC Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. HDFC Tax Saver Fund
HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (14 Aug 25) ₹1,398.19 ↑ 0.83 (0.06 %) Net Assets (Cr) ₹16,908 on 30 Jun 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.22 Information Ratio 1.35 Alpha Ratio 2.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for HDFC Tax Saver Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -1.1% 3 Month 1.6% 6 Month 10.1% 1 Year 5.7% 3 Year 21.4% 5 Year 24.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 21.3% 2023 33.2% 2022 10.5% 2021 35.3% 2020 5.8% 2019 3.7% 2018 -10.9% 2017 38.7% 2016 7.6% 2015 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Data below for HDFC Tax Saver Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. HDFC Growth Opportunities Fund
HDFC Growth Opportunities Fund
Growth Launch Date 18 Feb 94 NAV (14 Aug 25) ₹333.935 ↓ -0.32 (-0.10 %) Net Assets (Cr) ₹26,849 on 30 Jun 25 Category Equity - Large & Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.02 Information Ratio 0.71 Alpha Ratio -0.38 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 Growth Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -2.8% 3 Month 2.3% 6 Month 12% 1 Year 0.9% 3 Year 19.9% 5 Year 25.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.4% 2023 37.7% 2022 8.2% 2021 43.1% 2020 11.4% 2019 6.6% 2018 -3.8% 2017 29.4% 2016 3.9% 2015 -4.8% Fund Manager information for HDFC Growth Opportunities Fund
Name Since Tenure Data below for HDFC Growth Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. HDFC Capital Builder Value Fund
HDFC Capital Builder Value Fund
Growth Launch Date 1 Feb 94 NAV (14 Aug 25) ₹730.967 ↑ 0.51 (0.07 %) Net Assets (Cr) ₹7,443 on 30 Jun 25 Category Equity - Value AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.09 Information Ratio 1.15 Alpha Ratio 1.28 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 Capital Builder Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 14 Aug 25 Duration Returns 1 Month -2.3% 3 Month 2.4% 6 Month 11.7% 1 Year 2.9% 3 Year 19.1% 5 Year 22.7% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.7% 2023 29.6% 2022 3.6% 2021 35.6% 2020 12.9% 2019 0% 2018 -5.5% 2017 42.3% 2016 3.8% 2015 4.6% Fund Manager information for HDFC Capital Builder Value Fund
Name Since Tenure Data below for HDFC Capital Builder Value Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. HDFC Top 100 Fund
HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (14 Aug 25) ₹1,122.86 ↑ 1.53 (0.14 %) Net Assets (Cr) ₹38,905 on 30 Jun 25 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.11 Information Ratio 0.66 Alpha Ratio -1.46 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 14 Aug 25 Duration Returns 1 Month -1.5% 3 Month 0.6% 6 Month 6.9% 1 Year -0.4% 3 Year 15.6% 5 Year 20.9% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.6% 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% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Data below for HDFC Top 100 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
जानना चाहते हैं कि यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो आपका एसआईपी निवेश कैसे बढ़ेगा? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 वर्ष
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000
) आप कामाएंगेINR 27,86,573
, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573
. बढ़िया है ना!
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Research Highlights for HDFC Infrastructure Fund