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3 बेस्ट आईडीबीआई एसआईपी म्यूचुअल फंड 2022 - फिनकैश

फिनकैश »आईडीबीआई म्यूचुअल फंड »आईडीबीआई एसआईपी फंड

3 सर्वश्रेष्ठ आईडीबीआई एसआईपी म्यूचुअल फंड 2022

Updated on July 15, 2024 , 11583 views

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।

IDBI

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

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इक्विटी के लिए आईडीबीआई म्यूचुअल फंड द्वारा सर्वश्रेष्ठ एसआईपी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI Small Cap Fund Growth ₹31.9131
↓ -0.40
₹237 500 24.829.155.928.729.133.4
IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14
₹382 500 10.213.213.522.712
IDBI Midcap Fund Growth ₹29.3776
↓ -0.32
₹273 500 2428.158.321.923.735.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 24

1. IDBI Small Cap 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 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 CAGR/Annualized return of 18% since its launch.  Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (18 Jul 24) ₹31.9131 ↓ -0.40   (-1.25 %)
Net Assets (Cr) ₹237 on 31 May 24
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 2.5
Information Ratio 0.1
Alpha Ratio 5.05
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,056
30 Jun 21₹15,491
30 Jun 22₹16,912
30 Jun 23₹21,816
30 Jun 24₹33,660

IDBI Small 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 ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for IDBI Small 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 18 Jul 24

DurationReturns
1 Month 5.3%
3 Month 24.8%
6 Month 29.1%
1 Year 55.9%
3 Year 28.7%
5 Year 29.1%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Yogesh Patil31 Jul 230.84 Yr.
Dikshit Mittal31 Jul 230.84 Yr.

Data below for IDBI Small Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials40.56%
Basic Materials17%
Consumer Cyclical12.26%
Health Care5.94%
Financial Services5.47%
Technology5.14%
Utility3.65%
Communication Services3.56%
Real Estate1.44%
Consumer Defensive1.19%
Asset Allocation
Asset ClassValue
Cash3.8%
Equity96.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
5%₹13 Cr69,498
↑ 9,679
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG
5%₹11 Cr86,263
Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 505890
4%₹10 Cr26,305
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
3%₹8 Cr32,064
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | BBL
3%₹7 Cr17,360
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
3%₹7 Cr17,539
BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE
3%₹7 Cr26,037
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 533326
3%₹7 Cr342,201
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO
3%₹7 Cr42,799
KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB
2%₹5 Cr11,106

2. IDBI Diversified Equity Fund

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 CAGR/Annualized return of 15.4% since its launch.  Ranked 56 in Multi Cap category. .

Below is the key information for IDBI Diversified Equity Fund

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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,424
30 Jun 21₹14,402
30 Jun 22₹14,599
30 Jun 23₹17,979

IDBI Diversified 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 Diversified 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 18 Jul 24

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Diversified Equity Fund
NameSinceTenure

Data below for IDBI Diversified Equity Fund as on 30 Jun 23

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

3. IDBI Midcap Fund

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 CAGR/Annualized return of 15.7% since its launch.  Return for 2023 was 35.9% , 2022 was -4.1% and 2021 was 36.6% .

Below is the key information for IDBI Midcap Fund

IDBI Midcap Fund
Growth
Launch Date 25 Jan 17
NAV (18 Jul 24) ₹29.3776 ↓ -0.32   (-1.08 %)
Net Assets (Cr) ₹273 on 31 May 24
Category Equity - Mid Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.23
Sharpe Ratio 2.87
Information Ratio -1.23
Alpha Ratio 3.59
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
30 Jun 19₹10,000
30 Jun 20₹9,139
30 Jun 21₹15,033
30 Jun 22₹14,153
30 Jun 23₹17,694
30 Jun 24₹27,724

IDBI Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for IDBI Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 24

DurationReturns
1 Month 3.9%
3 Month 24%
6 Month 28.1%
1 Year 58.3%
3 Year 21.9%
5 Year 23.7%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.9%
2022 -4.1%
2021 36.6%
2020 24.3%
2019 -2.5%
2018 -14.5%
2017
2016
2015
2014
Fund Manager information for IDBI Midcap Fund
NameSinceTenure
Karan Doshi31 Jul 230.84 Yr.
Dikshit Mittal31 Jul 230.84 Yr.

Data below for IDBI Midcap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Consumer Cyclical33.81%
Industrials23.74%
Financial Services19.08%
Basic Materials10.36%
Technology2.59%
Health Care2.29%
Utility2.24%
Communication Services1.72%
Real Estate1.39%
Asset Allocation
Asset ClassValue
Cash2.79%
Equity97.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500251
4%₹11 Cr23,267
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹10 Cr41,254
↓ -120
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA
4%₹10 Cr120,460
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹9 Cr299,704
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK
3%₹7 Cr66,889
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK
3%₹7 Cr433,372
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
2%₹7 Cr135,885
↓ -13,907
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | ZFCVINDIA
2%₹7 Cr3,762
↑ 1,577
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM
2%₹6 Cr12,978
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SCHAEFFLER
2%₹6 Cr14,429

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!

आईडीबीआई एसआईपी एमएफ ऑनलाइन में निवेश कैसे करें?

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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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