+91-22-489139095 सर्वश्रेष्ठ जेएम वित्तीय एसआईपी फंड 2022
जेएम फाइनेंशियलसिप करने का एक कारगर तरीका हैम्युचुअल फंड में निवेश. SIP एक तरीका हैनिवेश एक निश्चित राशि, नियमित रूप सेआधार, मेंम्यूचुअल फंड योजना। यह नियमित बचत योजनाओं के समान है जैसे aआवर्ती जमा. यहां, आप एक निर्धारित अंतराल पर एक छोटी राशि का निवेश कर सकते हैं। SIP आपको दीर्घावधि हासिल करने में मदद करता हैवित्तीय लक्ष्यों मासिक निवेश की एक छोटी राशि के साथ भी। एकइन्वेस्टर मासिक / त्रैमासिक जैसे निवेश के आवधिक अंतराल के साथ INR 500 जितना कम निवेश कर सकते हैं। यह इतना आसान और किफायती है। जो निवेशक इक्विटी में निवेश करना चाहते हैं, सिस्टमैटिकनिवेश योजना के माध्यम से निवेश करने का एक आदर्श तरीका है। एसआईपी इक्विटी निवेश के नुकसान को संतुलित करता है।
जेएम फाइनेंशियल एसआईपी फंड में निवेश क्यों करें?
कुछ केएसआईपी के लाभ हैं:
- रुपया लागत औसत
- कंपाउंडिंग की शक्ति
- लंबी अवधि की बचत की आदत
- वहनीय और लचीला
- समय की आवश्यकता नहीं हैमंडी
निवेशक जो इच्छुक हैंSIP में निवेश करें, यहां निवेश करने के लिए सबसे अच्छे जेएम फाइनेंशियल एसआईपी फंड हैंइक्विटी फंड. इन फंडों को एयूएम, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न और अन्य सूचना अनुपात आदि जैसे विभिन्न मानकों को पूरा करके शॉर्टलिस्ट किया गया है।
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बेस्ट जेएम फाइनेंशियल एसआईपी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Tax Gain Fund Growth ₹52.5855
↓ -0.20 ₹242 500 11.8 8.1 9.9 16.6 14.7 2.5 JM Multicap Fund Growth ₹100.747
↓ -0.34 ₹5,185 500 8.3 4.5 4.5 15.3 16.1 -6.8 JM Value Fund Growth ₹97.5441
↑ 0.34 ₹807 500 8.9 2.9 2.6 13.3 15.2 -4.4 JM Core 11 Fund Growth ₹20.6784
↓ -0.12 ₹289 500 9.9 2.8 6.3 13.2 13.8 -1.9 JM Large Cap Fund Growth ₹155.519
↓ -0.85 ₹402 500 6 -1.9 2.2 11.6 10.9 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Tax Gain Fund JM Multicap Fund JM Value Fund JM Core 11 Fund JM Large Cap Fund Point 1 Bottom quartile AUM (₹242 Cr). Highest AUM (₹5,185 Cr). Upper mid AUM (₹807 Cr). Bottom quartile AUM (₹289 Cr). Lower mid AUM (₹402 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (29+ yrs). Established history (18+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 14.69% (lower mid). 5Y return: 16.06% (top quartile). 5Y return: 15.18% (upper mid). 5Y return: 13.77% (bottom quartile). 5Y return: 10.95% (bottom quartile). Point 6 3Y return: 16.64% (top quartile). 3Y return: 15.30% (upper mid). 3Y return: 13.32% (lower mid). 3Y return: 13.15% (bottom quartile). 3Y return: 11.59% (bottom quartile). Point 7 1Y return: 9.93% (top quartile). 1Y return: 4.52% (lower mid). 1Y return: 2.57% (bottom quartile). 1Y return: 6.26% (upper mid). 1Y return: 2.25% (bottom quartile). Point 8 Alpha: 5.40 (top quartile). Alpha: -0.14 (bottom quartile). Alpha: -5.07 (bottom quartile). Alpha: 2.22 (upper mid). Alpha: 0.80 (lower mid). Point 9 Sharpe: 0.22 (top quartile). Sharpe: -0.07 (lower mid). Sharpe: -0.30 (bottom quartile). Sharpe: 0.05 (upper mid). Sharpe: -0.12 (bottom quartile). Point 10 Information ratio: 0.70 (top quartile). Information ratio: 0.40 (upper mid). Information ratio: 0.04 (bottom quartile). Information ratio: 0.16 (lower mid). Information ratio: 0.10 (bottom quartile). JM Tax Gain Fund
JM Multicap Fund
JM Value Fund
JM Core 11 Fund
JM Large Cap Fund
The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Below is the key information for JM Tax Gain Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap Fund Returns up to 1 year are on (Erstwhile JM Basic Fund) The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus. Research Highlights for JM Value Fund Below is the key information for JM Value Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. Research Highlights for JM Core 11 Fund Below is the key information for JM Core 11 Fund Returns up to 1 year are on (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. Research Highlights for JM Large Cap Fund Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (18 Aug 26) ₹52.5855 ↓ -0.20 (-0.39 %) Net Assets (Cr) ₹242 on 31 Jul 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.22 Information Ratio 0.7 Alpha Ratio 5.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,560 31 Jul 23 ₹12,857 31 Jul 24 ₹19,571 31 Jul 25 ₹18,435 31 Jul 26 ₹19,965 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 4.5% 3 Month 11.8% 6 Month 8.1% 1 Year 9.9% 3 Year 16.6% 5 Year 14.7% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.83 Yr. Asit Bhandarkar 31 Dec 21 4.59 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 11 Apr 25 1.31 Yr. Data below for JM Tax Gain Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 27.85% Consumer Cyclical 18.77% Technology 10.84% Industrials 10% Basic Materials 7.92% Health Care 7.91% Real Estate 3.85% Consumer Defensive 3.54% Energy 2.97% Communication Services 2.63% Utility 1.19% Asset Allocation
Asset Class Value Cash 2.53% Equity 97.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA4% ₹8 Cr 59,457 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK3% ₹8 Cr 98,262 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹7 Cr 48,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5900033% ₹6 Cr 199,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB3% ₹6 Cr 5,900 Wework India Management Ltd (Real Estate)
Equity, Since 31 Oct 25 | WEWORK2% ₹6 Cr 83,621 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹6 Cr 13,672
↓ -1,275 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Apr 25 | MAXHEALTH2% ₹6 Cr 49,900 2. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (18 Aug 26) ₹100.747 ↓ -0.34 (-0.33 %) Net Assets (Cr) ₹5,185 on 31 Jul 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.07 Information Ratio 0.4 Alpha Ratio -0.14 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹11,133 31 Jul 23 ₹14,134 31 Jul 24 ₹23,147 31 Jul 25 ₹20,621 31 Jul 26 ₹21,170 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 2.7% 3 Month 8.3% 6 Month 4.5% 1 Year 4.5% 3 Year 15.3% 5 Year 16.1% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 2023 33.3% 2022 40% 2021 7.8% 2020 32.9% 2019 11.4% 2018 16.6% 2017 -5.4% 2016 39.5% 2015 10.5% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.95 Yr. Asit Bhandarkar 1 Oct 24 1.83 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 11 Apr 25 1.31 Yr. Data below for JM Multicap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.85% Consumer Cyclical 21.97% Technology 10.73% Industrials 10.46% Health Care 6.61% Basic Materials 5.74% Energy 4.5% Consumer Defensive 3.3% Communication Services 2.07% Utility 1.37% Asset Allocation
Asset Class Value Cash 1.4% Equity 98.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK5% ₹275 Cr 3,450,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹268 Cr 1,950,062
↑ 180,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5001013% ₹146 Cr 2,481,193
↓ -300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹144 Cr 347,357 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹143 Cr 660,000
↓ -20,000 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM2% ₹113 Cr 989,776 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI2% ₹113 Cr 80,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹112 Cr 1,090,196 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹107 Cr 578,700 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5006552% ₹106 Cr 158,425
↓ -17,500 3. JM Value Fund
JM Value Fund
Growth Launch Date 2 Jun 97 NAV (18 Aug 26) ₹97.5441 ↑ 0.34 (0.35 %) Net Assets (Cr) ₹807 on 31 Jul 26 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -0.3 Information Ratio 0.04 Alpha Ratio -5.07 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,287 31 Jul 23 ₹14,014 31 Jul 24 ₹22,836 31 Jul 25 ₹20,428 31 Jul 26 ₹19,815 Returns for JM Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 4% 3 Month 8.9% 6 Month 2.9% 1 Year 2.6% 3 Year 13.3% 5 Year 15.2% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.4% 2023 25.1% 2022 47.7% 2021 5.3% 2020 36.3% 2019 13.4% 2018 11.9% 2017 -11.2% 2016 44.6% 2015 12.1% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.95 Yr. Asit Bhandarkar 11 Dec 06 19.65 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 11 Apr 25 1.31 Yr. Data below for JM Value Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 32.17% Consumer Cyclical 23.93% Industrials 16.13% Technology 7.12% Health Care 6.43% Consumer Defensive 3.56% Basic Materials 3.52% Utility 3.19% Communication Services 2.56% Energy 0.48% Asset Allocation
Asset Class Value Cash 0.91% Equity 99.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shriram Finance Ltd (Financial Services)
Equity, Since 31 Aug 25 | SHRIRAMFIN4% ₹33 Cr 319,391
↓ -30,000 Restaurant Brands Asia Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 24 | RBA4% ₹31 Cr 3,894,908 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | GODFRYPHLP4% ₹29 Cr 134,823
↓ -16,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹27 Cr 65,613
↑ 10,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 25 | DRREDDY3% ₹27 Cr 200,000
↓ -13,959 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK3% ₹26 Cr 330,000 Jana Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | JSFB3% ₹26 Cr 550,053
↓ -500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 26 | ICICIBANK3% ₹25 Cr 180,000
↑ 180,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5001013% ₹21 Cr 360,049 REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5329553% ₹21 Cr 580,000
↓ -10,000 4. JM Core 11 Fund
JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (18 Aug 26) ₹20.6784 ↓ -0.12 (-0.59 %) Net Assets (Cr) ₹289 on 31 Jul 26 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio 0.05 Information Ratio 0.16 Alpha Ratio 2.22 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,880 31 Jul 23 ₹13,474 31 Jul 24 ₹19,877 31 Jul 25 ₹18,512 31 Jul 26 ₹19,378 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 2.8% 3 Month 9.9% 6 Month 2.8% 1 Year 6.3% 3 Year 13.2% 5 Year 13.8% 10 Year 15 Year Since launch 4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.9% 2023 24.3% 2022 32.9% 2021 7.1% 2020 16.3% 2019 6.3% 2018 10.6% 2017 -5% 2016 43.1% 2015 11.1% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.83 Yr. Asit Bhandarkar 25 Feb 09 17.44 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 11 Apr 25 1.31 Yr. Data below for JM Core 11 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 27.46% Consumer Cyclical 24.72% Industrials 17.51% Technology 11.35% Health Care 7.2% Utility 2.95% Basic Materials 2.66% Consumer Defensive 2.56% Communication Services 2.39% Asset Allocation
Asset Class Value Cash 1.2% Equity 98.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 25 | UJJIVANSFB5% ₹15 Cr 2,500,000
↓ -171,722 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹14 Cr 34,507 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER5% ₹14 Cr 18,050 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000345% ₹13 Cr 131,500 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB4% ₹13 Cr 1,575,000
↓ -25,000 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM4% ₹12 Cr 105,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | ETERNAL4% ₹12 Cr 450,000
↓ -10,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 25 | ADANIPORTS4% ₹12 Cr 64,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK4% ₹12 Cr 145,000 Premier Energies Ltd (Technology)
Equity, Since 31 Mar 26 | PREMIERENE4% ₹11 Cr 105,000
↓ -5,000 5. JM Large Cap Fund
JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (18 Aug 26) ₹155.519 ↓ -0.85 (-0.55 %) Net Assets (Cr) ₹402 on 31 Jul 26 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio -0.12 Information Ratio 0.1 Alpha Ratio 0.8 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,630 31 Jul 23 ₹12,584 31 Jul 24 ₹18,532 31 Jul 25 ₹16,691 31 Jul 26 ₹17,081 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 1.8% 3 Month 6% 6 Month -1.9% 1 Year 2.2% 3 Year 11.6% 5 Year 10.9% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 15.1% 2022 29.6% 2021 3.4% 2020 23.2% 2019 18.1% 2018 4.9% 2017 0.8% 2016 20.9% 2015 1.8% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.95 Yr. Asit Bhandarkar 5 Oct 17 8.83 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 27 Jan 25 1.51 Yr. Data below for JM Large Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.06% Industrials 13.88% Consumer Cyclical 13.76% Health Care 7.87% Technology 7.36% Basic Materials 5.87% Consumer Defensive 5.27% Communication Services 4.03% Utility 3.51% Energy 3.18% Real Estate 1.17% Asset Allocation
Asset Class Value Cash 3.02% Equity 96.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK7% ₹28 Cr 353,694 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK5% ₹21 Cr 153,187
↑ 7,800 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN4% ₹17 Cr 169,097 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL4% ₹16 Cr 88,950 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 25 | LT3% ₹13 Cr 32,300 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE3% ₹13 Cr 100,700
↓ -80,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5322153% ₹12 Cr 91,423
↑ 7,700 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹11 Cr 112,499 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹11 Cr 268,700 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 25 | TORNTPHARM3% ₹11 Cr 22,773
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 साल
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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