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3 सर्वश्रेष्ठ आईडीबीआई एसआईपी म्यूचुअल फंड 2022
IDBI सिप करने का सबसे कारगर तरीका हैम्युचुअल फंड में निवेश. एसआईपी या व्यवस्थितनिवेश योजना a . की तरह काम करता हैआवर्ती जमा, जिसमें आपको एक निर्धारित अंतराल के लिए मासिक रूप से एक छोटी राशि का निवेश करने की आवश्यकता होती है।
एसआईपी, सबसे किफायती निवेश विधि होने के कारण, कोई भी शुरू कर सकता हैनिवेश सिर्फ 500 रुपये। एक एसआईपी के साथ, कोई भी अपनी योजना बना सकता हैवित्तीय लक्ष्यों पसंदसेवानिवृत्ति योजना, विवाह, घर/कार की खरीद, उच्च शिक्षा आदि।
में निवेश करने की योजना बना रहे निवेशकइक्विटी फ़ंड, SIP निवेश करने का एक आदर्श तरीका है। वे इक्विटी के नुकसान को संतुलित करते हैंमंडी और स्थिर रिटर्न देना सुनिश्चित करें।
आईडीबीआई म्यूचुअल फंड एसआईपी का विकल्प क्यों चुनें?
अधिकांश म्यूचुअल फंड योजनाएंआईडीबीआई म्यूचुअल फंड एसआईपी विकल्प है। SIP या सिस्टमैटिक इन्वेस्टमेंट प्लान एक निवेश मोड है जहां म्यूचुअल फंड स्कीम में एक निश्चित राशि नियमित अंतराल पर जमा की जाती है। निवेश के एसआईपी मोड का उपयोग करके, कोई यह सुनिश्चित कर सकता है कि बचत राशि उसकी जेब पर न पड़े। व्यक्ति एसआईपी में निवेश कर सकते हैंम्यूचुअल फंड्स या तो ऑफलाइन मोड या ऑनलाइन मोड के माध्यम से।
SIP के कुछ फायदे हैं:
- रुपया लागत औसत
- कंपाउंडिंग की शक्ति
- लंबी अवधि की बचत की आदत
- लचीला और किफायती
- बाजार को समय देने की जरूरत नहीं
Talk to our investment specialist
इक्विटी के लिए आईडीबीआई म्यूचुअल फंड द्वारा सर्वश्रेष्ठ एसआईपी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) IDBI Small Cap Fund Growth ₹20.95
↑ 0.14 ₹163 500 8.5 17.7 16.1 33.5 14.9 2.4 IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 500 10.2 13.2 13.5 22.7 12 IDBI Midcap Fund Growth ₹19.5
↑ 0.15 ₹202 500 13.4 21.2 16.7 22.1 10.3 -4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
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 Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Small Cap 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 in a diversified portfolio of Equity and Equity related Instruments across market capitalization. However there can be no assurance that the investment objective under the Scheme will be realized IDBI Diversified Equity Fund is a Equity - Multi Cap fund was launched on 28 Mar 14. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Diversified Equity Fund Returns up to 1 year are on The 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 Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized. IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Midcap Fund Returns up to 1 year are on 1. IDBI Small Cap Fund
CAGR/Annualized return of 12.7% since its launch. Return for 2022 was 2.4% , 2021 was 64.7% and 2020 was 19% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (22 Aug 23) ₹20.95 ↑ 0.14 (0.67 %) Net Assets (Cr) ₹163 on 31 Jul 23 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 1.31 Sharpe Ratio 1.1 Information Ratio -0.15 Alpha Ratio -2.18 Min Investment 5,000 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 30 Sep 18 ₹10,000 30 Sep 19 ₹9,667 30 Sep 20 ₹9,764 30 Sep 21 ₹17,672 30 Sep 22 ₹19,903 30 Sep 23 ₹23,606 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 0.2% 3 Month 8.5% 6 Month 17.7% 1 Year 16.1% 3 Year 33.5% 5 Year 14.9% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 2014 2013 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Yogesh Patil 31 Jul 23 0.09 Yr. Dikshit Mittal 31 Jul 23 0.09 Yr. Data below for IDBI Small Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Industrials 35.3% Basic Materials 19.13% Consumer Cyclical 11.01% Financial Services 9.99% Technology 7.07% Health Care 5.65% Consumer Defensive 2.54% Utility 1.68% Asset Allocation
Asset Class Value Cash 7.64% Equity 92.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI5% ₹9 Cr 32,629
↓ -10,786 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006554% ₹7 Cr 61,751
↑ 61,751 Elgi Equipments Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 20 | 5220744% ₹7 Cr 142,308
↓ -55,893 Grindwell Norton Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 18 | 5060764% ₹7 Cr 30,350 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Nov 20 | CARBORUNIV3% ₹5 Cr 41,336
↓ -7,883 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | LEMONTREE3% ₹4 Cr 406,875 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 29 Feb 20 | GREENPANEL3% ₹4 Cr 117,108 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Apr 21 | DEEPAKNTR3% ₹4 Cr 19,775 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG3% ₹4 Cr 89,049 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO2% ₹4 Cr 57,156 2. IDBI Diversified Equity Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 56 in Multi Cap category. . IDBI Diversified Equity Fund
Growth Launch Date 28 Mar 14 NAV (28 Jul 23) ₹37.99 ↑ 0.14 (0.37 %) Net Assets (Cr) ₹382 on 30 Jun 23 Category Equity - Multi Cap AMC IDBI Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 1.01 Information Ratio -0.53 Alpha Ratio -1.07 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 30 Sep 18 ₹10,000 30 Sep 19 ₹10,587 30 Sep 20 ₹10,592 30 Sep 21 ₹16,915 30 Sep 22 ₹17,117 Returns for IDBI Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 2.4% 3 Month 10.2% 6 Month 13.2% 1 Year 13.5% 3 Year 22.7% 5 Year 12% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fund Manager information for IDBI Diversified Equity Fund
Name Since Tenure Data below for IDBI Diversified 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 3. IDBI Midcap Fund
CAGR/Annualized return of 10.7% since its launch. Return for 2022 was -4.1% , 2021 was 36.6% and 2020 was 24.3% . IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (22 Aug 23) ₹19.5 ↑ 0.15 (0.78 %) Net Assets (Cr) ₹202 on 31 Jul 23 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 1.23 Sharpe Ratio 0.81 Information Ratio -2.43 Alpha Ratio -8.69 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 30 Sep 18 ₹10,000 30 Sep 19 ₹9,629 30 Sep 20 ₹10,314 30 Sep 21 ₹16,724 30 Sep 22 ₹16,067 30 Sep 23 ₹19,250 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 3.3% 3 Month 13.4% 6 Month 21.2% 1 Year 16.7% 3 Year 22.1% 5 Year 10.3% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 -4.1% 2021 36.6% 2020 24.3% 2019 -2.5% 2018 -14.5% 2017 2016 2015 2014 2013 Fund Manager information for IDBI Midcap Fund
Name Since Tenure Karan Doshi 31 Jul 23 0.09 Yr. Dikshit Mittal 31 Jul 23 0.09 Yr. Data below for IDBI Midcap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Consumer Cyclical 30.89% Industrials 21.4% Financial Services 17.8% Basic Materials 13.29% Health Care 4.87% Technology 4.08% Communication Services 1.73% Real Estate 1.53% Utility 0.58% Asset Allocation
Asset Class Value Cash 3.84% Equity 96.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA4% ₹9 Cr 146,060 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 5002514% ₹8 Cr 38,900 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK3% ₹7 Cr 74,682 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK3% ₹7 Cr 476,175
↓ -140,419 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 18 | CHOLAFIN3% ₹6 Cr 56,781 PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 18 | PIIND3% ₹6 Cr 17,254 Coforge Ltd (Technology)
Equity, Since 31 May 21 | COFORGE3% ₹6 Cr 11,425 Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL3% ₹6 Cr 30,968 Polycab India Ltd (Industrials)
Equity, Since 30 Jun 21 | POLYCAB3% ₹6 Cr 10,900 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL3% ₹5 Cr 393,332
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक 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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