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5 बेस्ट जेएम फाइनेंशियल एसआईपी फंड 2022 | सर्वश्रेष्ठ एसआईपी फंड

फिनकैश »जेएम फाइनेंशियल म्यूचुअल फंड »बेस्ट जेएम फाइनेंशियल एसआईपी फंड

5 सर्वश्रेष्ठ जेएम वित्तीय एसआईपी फंड 2022

Updated on December 1, 2023 , 915 views

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:

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
JM Value Fund Growth ₹76.0762
↑ 0.84
₹287 500 929.23728.320.65.3
JM Multicap Fund Growth ₹73.5848
↑ 0.67
₹718 500 8.924.828.626.219.77.8
JM Tax Gain Fund Growth ₹36.1836
↑ 0.33
₹91 500 6.11821.120.817.80.5
JM Core 11 Fund Growth ₹15.7555
↑ 0.14
₹56 500 7.822.724.819.213.67.1
JM Large Cap Fund Growth ₹122.162
↑ 1.12
₹58 500 7.216.91616.613.53.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23

1. JM Value Fund

(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.

JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 15 in Value category.  Return for 2022 was 5.3% , 2021 was 36.3% and 2020 was 13.4% .

Below is the key information for JM Value Fund

JM Value Fund
Growth
Launch Date 2 Jun 97
NAV (01 Dec 23) ₹76.0762 ↑ 0.84   (1.12 %)
Net Assets (Cr) ₹287 on 31 Oct 23
Category Equity - Value
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 2.04
Information Ratio 1.41
Alpha Ratio 19.4
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,257
30 Nov 20₹12,005
30 Nov 21₹16,801
30 Nov 22₹18,467
30 Nov 23₹25,236

JM Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for JM Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 10.2%
3 Month 9%
6 Month 29.2%
1 Year 37%
3 Year 28.3%
5 Year 20.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.3%
2021 36.3%
2020 13.4%
2019 11.9%
2018 -11.2%
2017 44.6%
2016 12.1%
2015 3.5%
2014 52.4%
2013 -7.7%
Fund Manager information for JM Value Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.2 Yr.
Asit Bhandarkar11 Dec 0616.9 Yr.
Gurvinder Wasan1 Dec 220.92 Yr.

Data below for JM Value Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services18.18%
Industrials16.85%
Consumer Cyclical14.78%
Technology12.06%
Basic Materials9.29%
Consumer Defensive7.85%
Health Care5.17%
Real Estate5.08%
Utility3.83%
Energy1.95%
Communication Services1.34%
Asset Allocation
Asset ClassValue
Cash3.63%
Equity96.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
4%₹12 Cr284,000
↑ 64,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
4%₹12 Cr40,000
↑ 10,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
4%₹11 Cr467,000
↑ 120,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
4%₹10 Cr69,605
↑ 19,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹10 Cr108,000
↑ 31,000
REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 532955
3%₹9 Cr321,300
Kalpataru Projects International Ltd (Industrials)
Equity, Since 28 Feb 21 | KPIL
3%₹8 Cr127,510
Sobha Ltd (Real Estate)
Equity, Since 30 Sep 23 | SOBHA
3%₹8 Cr112,820
↑ 23,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 16 | ULTRACEMCO
3%₹8 Cr9,354
↑ 1,700
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 532926
3%₹8 Cr210,000

2. JM Multicap Fund

(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.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was 7.8% , 2021 was 32.9% and 2020 was 11.4% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (01 Dec 23) ₹73.5848 ↑ 0.67   (0.92 %)
Net Assets (Cr) ₹718 on 31 Oct 23
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 1.4
Information Ratio 1.47
Alpha Ratio 12.1
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,559
30 Nov 20₹12,184
30 Nov 21₹16,891
30 Nov 22₹18,983
30 Nov 23₹24,388

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 9.6%
3 Month 8.9%
6 Month 24.8%
1 Year 28.6%
3 Year 26.2%
5 Year 19.7%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
2013 -0.2%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.2 Yr.
Gurvinder Wasan1 Dec 220.92 Yr.
Chaitanya Choksi31 Dec 211.84 Yr.

Data below for JM Multicap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services19.77%
Consumer Cyclical17.54%
Industrials12.93%
Technology11.63%
Consumer Defensive10.56%
Basic Materials9.99%
Health Care8.14%
Energy5.65%
Real Estate2.79%
Asset Allocation
Asset ClassValue
Cash1%
Equity99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
6%₹40 Cr441,300
↑ 115,500
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
5%₹34 Cr796,500
↑ 154,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
4%₹32 Cr109,731
↑ 29,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹30 Cr218,750
↑ 24,500
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹29 Cr505,700
↑ 95,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 21 | ULTRACEMCO
4%₹27 Cr32,050
↑ 10,500
Coal India Ltd (Energy)
Equity, Since 30 Sep 23 | COALINDIA
3%₹25 Cr790,090
↑ 80,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
3%₹21 Cr498,000
↑ 40,000
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
3%₹20 Cr221,150
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 23 | 500825
3%₹20 Cr45,550
↑ 16,100

3. JM Tax Gain 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.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.6% since its launch.  Ranked 18 in ELSS category.  Return for 2022 was 0.5% , 2021 was 32.2% and 2020 was 18.3% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (01 Dec 23) ₹36.1836 ↑ 0.33   (0.93 %)
Net Assets (Cr) ₹91 on 31 Oct 23
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.7
Information Ratio 0.15
Alpha Ratio 4.95
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,371
30 Nov 20₹12,767
30 Nov 21₹17,655
30 Nov 22₹18,530
30 Nov 23₹22,435

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 9.6%
3 Month 6.1%
6 Month 18%
1 Year 21.1%
3 Year 20.8%
5 Year 17.8%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
2014 54.9%
2013 2.8%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Asit Bhandarkar31 Dec 211.83 Yr.
Gurvinder Wasan1 Dec 220.92 Yr.
Chaitanya Choksi25 Jul 149.27 Yr.

Data below for JM Tax Gain Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services23.97%
Consumer Cyclical18.38%
Industrials17.62%
Technology12.85%
Basic Materials10.42%
Consumer Defensive7.57%
Health Care5.12%
Real Estate2.14%
Communication Services1.75%
Asset Allocation
Asset ClassValue
Cash0.18%
Equity99.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
6%₹5 Cr55,475
↑ 12,200
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | ITC
5%₹4 Cr101,250
↑ 21,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹4 Cr14,300
↑ 1,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
4%₹4 Cr24,881
↑ 6,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 14 | ULTRACEMCO
4%₹3 Cr4,150
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
4%₹3 Cr24,465
↓ -3,250
One97 Communications Ltd (Technology)
Equity, Since 31 Dec 22 | 543396
3%₹3 Cr30,850
↓ -1,500
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
3%₹3 Cr111,625
↓ -16,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 15 | MARUTI
3%₹3 Cr2,624
↑ 400
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹3 Cr45,400

4. JM Core 11 Fund

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.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 2.9% since its launch.  Ranked 18 in Large Cap category.  Return for 2022 was 7.1% , 2021 was 16.3% and 2020 was 6.3% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (01 Dec 23) ₹15.7555 ↑ 0.14   (0.92 %)
Net Assets (Cr) ₹56 on 31 Oct 23
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.48
Sharpe Ratio 0.92
Information Ratio -0.14
Alpha Ratio 7.18
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,241
30 Nov 20₹11,112
30 Nov 21₹13,601
30 Nov 22₹15,017
30 Nov 23₹18,735

JM Core 11 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 10.4%
3 Month 7.8%
6 Month 22.7%
1 Year 24.8%
3 Year 19.2%
5 Year 13.6%
10 Year
15 Year
Since launch 2.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
2013 -1%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Asit Bhandarkar25 Feb 0914.69 Yr.
Gurvinder Wasan1 Dec 220.92 Yr.
Chaitanya Choksi18 Jul 149.3 Yr.

Data below for JM Core 11 Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical32.23%
Financial Services16.73%
Technology14.48%
Basic Materials9.37%
Industrials6.62%
Real Estate6.4%
Consumer Defensive5.38%
Health Care2.81%
Energy2.61%
Asset Allocation
Asset ClassValue
Cash3.35%
Equity96.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
5%₹3 Cr70,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
5%₹3 Cr64,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 532343
5%₹3 Cr16,300
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | MARUTI
4%₹2 Cr2,225
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Nov 21 | ULTRACEMCO
4%₹2 Cr2,700
One97 Communications Ltd (Technology)
Equity, Since 31 Jul 23 | 543396
4%₹2 Cr23,200
Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY
4%₹2 Cr15,610
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK
4%₹2 Cr23,000
↑ 6,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER
4%₹2 Cr7,100
↑ 1,400
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | POWERINDIA
4%₹2 Cr5,000
↑ 2,100

5. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.1% since its launch.  Ranked 73 in Large Cap category.  Return for 2022 was 3.4% , 2021 was 23.2% and 2020 was 18.1% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (01 Dec 23) ₹122.162 ↑ 1.12   (0.93 %)
Net Assets (Cr) ₹58 on 31 Oct 23
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 0.47
Information Ratio -0.65
Alpha Ratio 3.18
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,450
30 Nov 20₹11,786
30 Nov 21₹14,841
30 Nov 22₹16,116
30 Nov 23₹18,622

JM Large 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for JM Large 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 1 Dec 23

DurationReturns
1 Month 8.1%
3 Month 7.2%
6 Month 16.9%
1 Year 16%
3 Year 16.6%
5 Year 13.5%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
2013 1.7%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.2 Yr.
Asit Bhandarkar5 Oct 176.07 Yr.
Gurvinder Wasan1 Dec 220.92 Yr.

Data below for JM Large Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services19.37%
Consumer Defensive15%
Consumer Cyclical14.47%
Technology13.17%
Basic Materials10.39%
Industrials7.95%
Utility7.08%
Energy5.89%
Health Care3.74%
Real Estate1.37%
Asset Allocation
Asset ClassValue
Cash1.58%
Equity98.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
7%₹4 Cr45,887
↑ 6,200
ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | ITC
7%₹4 Cr97,750
↑ 13,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 500825
6%₹4 Cr8,150
↑ 1,250
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Nov 22 | ULTRACEMCO
6%₹3 Cr4,125
↑ 1,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
6%₹3 Cr11,557
↑ 1,800
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
4%₹3 Cr62,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555
4%₹3 Cr107,200
↑ 18,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
4%₹2 Cr17,898
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹2 Cr42,147
↑ 5,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
4%₹2 Cr15,072
↑ 4,000

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!

जेएम म्यूचुअल फंड एसआईपी ऑनलाइन में निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

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