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एसआईपी 2022 के लिए सर्वश्रेष्ठ म्युचुअल फंड | सर्वश्रेष्ठ प्रदर्शन करने वाला एसआईपी ऑनलाइन

फिनकैश »म्यूचुअल फंड्स »एसआईपी के लिए सर्वश्रेष्ठ म्युचुअल फंड

एसआईपी 2022 के लिए सर्वश्रेष्ठ म्युचुअल फंड

Updated on June 11, 2024 , 13338 views

सिप या व्यवस्थितनिवेश योजना करने के सर्वोत्तम तरीकों में से एक हैम्युचुअल फंड में निवेश. यह एक स्मार्ट और परेशानी मुक्त मोड हैनिवेश म्यूचुअल फंड योजनाओं में आपका पैसा। यहां, आप एक निश्चित पूर्व-निर्धारित राशि को नियमित अंतराल (मासिक/तिमाही, आदि) पर निवेश कर सकते हैं। जैसा कि आप अपना शुरू कर सकते हैंएसआईपी निवेश केवल 500 रुपये के साथ, यह निवेश का सबसे किफायती साधन बनाता है। आपका पैसा आपसे स्वतः डेबिट हो जाता हैबैंक खाते और योजना में निवेश किया, जो अप्रत्यक्ष रूप से लंबे समय में बचत की आदत बनाता है। SIP निवेश आपकी योजना बनाने का एक शानदार तरीका हैवित्तीय लक्ष्यों. आपको एक विशिष्ट लक्ष्य निर्धारित करने और इसे पूरा करने के लिए आवश्यक समय और राशि का अनुमान लगाने की आवश्यकता है। नीचे हैंसर्वश्रेष्ठ म्युचुअल फंड निवेश अवधि के आधार पर एसआईपी के लिए औरजोखिम उठाने का माद्दा. निवेशक इन योजनाओं में निवेश करके अपने निवेश लक्ष्यों को लक्षित कर सकते हैं और उन्हें समय पर हासिल कर सकते हैं।

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SIP

एसआईपी निवेश के लिए शीर्ष म्युचुअल फंड FY 22 - 23

बेस्ट इक्विटी एसआईपी फंड- लॉन्ग टर्म वेल्थ क्रिएशन के लिए

इक्विटी फ़ंड लंबे समय में उच्च रिटर्न देने की उम्मीद है, लेकिन जोखिम भरा फंड हैं। जो निवेशक 5 साल से अधिक समय तक निवेश कर सकते हैं, उन्हें इक्विटी फंड में निवेश करने की सलाह दी जाती है। इन फंडों में निवेश करके कोई भी अपने दीर्घकालिक वित्तीय लक्ष्यों की योजना बना सकता है।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹166.551
↑ 1.34
₹50,423 100 19.223.456.532.632.848.9
Invesco India Infrastructure Fund Growth ₹65.9
↑ 0.78
₹1,063 500 30.740.280.735.430.451.1
Invesco India PSU Equity Fund Growth ₹66.12
↑ 0.79
₹957 500 17.145.393.738.129.554.5
Kotak Small Cap Fund Growth ₹259.085
↑ 1.97
₹14,815 1,000 25.721.544.623.429.434.8
Motilal Oswal Midcap 30 Fund  Growth ₹90.3335
↑ 0.82
₹9,819 500 16.128.75735.528.941.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Jun 24

बेस्ट डेट एसआईपी फंड- इष्टतम रिटर्न अर्जित करने के लिए

डेट फंड आपके पैसे को सुरक्षित करने और औसत लगातार रिटर्न उत्पन्न करने का एक अच्छा तरीका है। जो निवेशक स्थिर रिटर्न की तलाश में हैं या जो तीन साल से कम समय के लिए निवेश करना चाहते हैं, उन्हें इन फंडों में निवेश करने पर विचार करना चाहिए।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Credit Risk Fund Growth ₹40.2772
↑ 0.02
₹194 500 1.83.915.49.715.68.33%2Y 25D2Y 9M 18D
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01
₹362 250 0.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
Sundaram Low Duration Fund Growth ₹28.8391
↑ 0.01
₹550 1,000 110.211.85 4.19%5M 18D8M 1D
IDFC Government Securities Fund - Investment Plan Growth ₹32.724
↑ 0.07
₹2,192 1,000 1.878.55.36.87.41%11Y 7M 20D28Y 11M 12D
Invesco India Gilt Fund Growth ₹2,625.97
↑ 5.10
₹458 100 1.96.58.35.16.67.34%9Y 5M 1D20Y 1M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Jun 24

बेस्ट बैलेंस्ड फ़ंड- स्थिर रिटर्न अर्जित करें + दीर्घकालिक धन बनाएँ

बैलेंस्ड फंड अपना पैसा इक्विटी और डेट फंड दोनों में निवेश करें। ये शुद्ध इक्विटी से कम अस्थिर हैंम्यूचुअल फंड्स. बैलेंस्ड फंड तीन साल से अधिक की अवधि में बेहतर रिटर्न देते हैं। जो निवेशक इक्विटी फंड, बैलेंस्ड फंड में निवेश करना चाहते हैं, वे शुरुआत करने का एक शानदार तरीका हैं।

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹120.919
↑ 0.63
₹262 500 17.426.856.423.923.733.8
ICICI Prudential Equity and Debt Fund Growth ₹353.92
↑ 0.16
₹34,733 100 7.917.238.323.42128.2
HDFC Balanced Advantage Fund Growth ₹486.51
↑ 2.10
₹83,549 300 1016.440.72318.931.3
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹36.72
↑ 0.19
₹724 1,000 17.719.550.622.824.233.7
ICICI Prudential Multi-Asset Fund Growth ₹673.661
↑ 1.88
₹39,535 100 7.216.133.222.52024.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Jun 24

1. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 27 in Sectoral category.  Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (13 Jun 24) ₹187.01 ↑ 0.81   (0.44 %)
Net Assets (Cr) ₹5,005 on 30 Apr 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 3.75
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹6,771
31 May 21₹12,676
31 May 22₹15,579
31 May 23₹20,207
31 May 24₹33,317

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Jun 24

DurationReturns
1 Month 9.4%
3 Month 19.5%
6 Month 32.8%
1 Year 68.2%
3 Year 38.6%
5 Year 28.6%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
2014 56.2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 176.92 Yr.
Sharmila D’mello30 Jun 221.84 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials31.85%
Basic Materials16.77%
Financial Services15.97%
Utility14.25%
Energy8.57%
Consumer Cyclical3.38%
Real Estate2.26%
Communication Services1.72%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity94.77%
Debt0.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
7%₹367 Cr10,112,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
5%₹270 Cr750,393
↑ 110,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
5%₹253 Cr2,200,000
↓ -90,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
5%₹228 Cr1,500,000
↓ -309,500
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
4%₹198 Cr1,612,013
↓ -58,568
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJGASLTD
3%₹164 Cr2,998,077
↑ 103,100
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Aug 23 | GRASIM
3%₹156 Cr645,155
↓ -94,446
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹155 Cr6,380,000
↓ -227,507
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
3%₹143 Cr360,000
↓ -203,217
Cummins India Ltd (Industrials)
Equity, Since 31 May 17 | 500480
3%₹136 Cr415,782

2. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 33 in Sectoral category.  Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (13 Jun 24) ₹66.12 ↑ 0.79   (1.21 %)
Net Assets (Cr) ₹957 on 30 Apr 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 3.14
Information Ratio -1.52
Alpha Ratio -0.54
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
31 May 19₹10,000
31 May 20₹8,952
31 May 21₹13,139
31 May 22₹14,105
31 May 23₹17,799
31 May 24₹35,873

Invesco India PSU 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 ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Invesco India PSU 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 13 Jun 24

DurationReturns
1 Month 12.4%
3 Month 17.1%
6 Month 45.3%
1 Year 93.7%
3 Year 38.1%
5 Year 29.5%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
2014 54.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 203.95 Yr.

Data below for Invesco India PSU Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials31.72%
Utility24.87%
Financial Services23.89%
Energy16.05%
Asset Allocation
Asset ClassValue
Cash3.47%
Equity96.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹89 Cr3,801,222
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
9%₹87 Cr221,859
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹82 Cr990,944
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
9%₹82 Cr2,254,157
Coal India Ltd (Energy)
Equity, Since 31 Aug 23 | COALINDIA
8%₹73 Cr1,612,886
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
7%₹68 Cr2,261,566
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
5%₹44 Cr4,587,137
↓ -848,481
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
4%₹43 Cr699,865
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
4%₹40 Cr1,431,527
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
4%₹40 Cr386,333

3. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (13 Jun 24) ₹360.487 ↑ 3.88   (1.09 %)
Net Assets (Cr) ₹5,043 on 30 Apr 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 3.98
Information Ratio 1.65
Alpha Ratio 14.69
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,121
31 May 21₹12,601
31 May 22₹14,229
31 May 23₹18,511
31 May 24₹33,229

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Jun 24

DurationReturns
1 Month 11.6%
3 Month 18.3%
6 Month 36.1%
1 Year 79%
3 Year 37.8%
5 Year 28.5%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 177.33 Yr.
Kinjal Desai25 May 185.94 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials39.34%
Utility14.25%
Basic Materials8.99%
Communication Services7.89%
Energy7.3%
Technology5.13%
Real Estate4.64%
Consumer Cyclical4.07%
Health Care2.95%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹293 Cr1,000,000
↑ 75,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹291 Cr8,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹288 Cr800,000
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
5%₹238 Cr1,800,000
↑ 300,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹224 Cr225,000
↑ 15,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
4%₹213 Cr800,000
↑ 100,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
4%₹205 Cr70,000
↓ -10,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT
4%₹181 Cr40,000
↑ 1,000
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹173 Cr2,500,000
↑ 600,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹168 Cr1,178,326
↑ 28,326

4. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 8.9% since its launch.  Ranked 31 in Sectoral category.  Return for 2023 was 54% , 2022 was 29% and 2021 was 32.4% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (13 Jun 24) ₹32.7374 ↑ 0.24   (0.74 %)
Net Assets (Cr) ₹2,352 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.76
Information Ratio -1.18
Alpha Ratio -7.86
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
31 May 19₹10,000
31 May 20₹7,204
31 May 21₹11,163
31 May 22₹12,151
31 May 23₹14,791
31 May 24₹30,038

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Jun 24

DurationReturns
1 Month 8.5%
3 Month 22.6%
6 Month 41.9%
1 Year 99.7%
3 Year 37.5%
5 Year 25.4%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
2014 41.5%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Richard D'souza1 Aug 149.76 Yr.

Data below for SBI PSU Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services32.57%
Utility17.37%
Basic Materials15.77%
Energy12.81%
Industrials12.1%
Asset Allocation
Asset ClassValue
Cash9.39%
Equity90.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
10%₹229 Cr2,777,500
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
8%₹178 Cr5,885,554
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
7%₹158 Cr4,343,244
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER
5%₹119 Cr3,093,315
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SAIL
5%₹107 Cr6,500,000
↑ 3,000,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
4%₹98 Cr3,455,000
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 540530
4%₹98 Cr4,350,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 532234
4%₹93 Cr5,000,000
↑ 1,000,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jul 23 | 500103
4%₹85 Cr3,000,000
Life Insurance Corporation of India (Financial Services)
Equity, Since 29 Feb 24 | 543526
4%₹83 Cr850,000
↑ 400,000

5. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 12 in Sectoral category.  Return for 2023 was 49% , 2022 was 13.9% and 2021 was 51.6% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (13 Jun 24) ₹324.703 ↑ 3.35   (1.04 %)
Net Assets (Cr) ₹3,815 on 30 Apr 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 3.41
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹6,834
31 May 21₹12,568
31 May 22₹14,649
31 May 23₹18,160
31 May 24₹32,531

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Jun 24

DurationReturns
1 Month 11.3%
3 Month 31.6%
6 Month 38.2%
1 Year 78.4%
3 Year 37.5%
5 Year 28%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
2014 61.3%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1013.87 Yr.
Jay Kothari16 Mar 186.13 Yr.
Charanjit Singh1 Jan 213.33 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials47.1%
Basic Materials18.22%
Energy7.36%
Utility7.1%
Technology5.75%
Consumer Cyclical5.67%
Communication Services3.99%
Real Estate1.02%
Consumer Defensive0.72%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹181 Cr4,971,991
↑ 973,497
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
4%₹148 Cr1,447,045
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹137 Cr234,753
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 22 | HAL
3%₹126 Cr320,004
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
3%₹123 Cr341,272
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
3%₹119 Cr151,604
↓ -6,125
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹117 Cr957,039
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
3%₹100 Cr339,790
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
2%₹90 Cr159,290
↑ 9,985
KFin Technologies Ltd (Technology)
Equity, Since 31 Jan 24 | KFINTECH
2%₹83 Cr1,103,354

SIP में निवेश के लाभ

कुछ प्रमुखनिवेश के लाभ एक एसआईपी में इस प्रकार हैं:

रुपया लागत औसत

अधिकांश निवेशक इसमें निवेश करने के सर्वोत्तम समय को लेकर संशय में हैंमंडी. वे अस्थिर बाजारों से चिंतित हैं। लेकिन, रुपये की औसत लागत ने सभी चिंताओं को तोड़ दिया। चूंकि आप नियमित हो जाते हैंइन्वेस्टर एक एसआईपी के साथ, जब शेयरों की कीमत कम होती है और कीमत अधिक होने पर कम होती है तो आपका पैसा अधिक यूनिट प्राप्त करता है। अस्थिर चक्र के दौरान, यह आपको प्रति यूनिट कम औसत लागत प्राप्त करने की अनुमति दे सकता है। इस प्रकार, बाजार के उतार-चढ़ाव के समय में SIP के माध्यम से निवेश करने के सकारात्मक पहलू काफी स्पष्ट हो जाते हैं।

कंपाउंडिंग की शक्ति

SIP पर काम करता हैकंपाउंडिंग की शक्ति. निवेशक थोड़ी मात्रा में पैसा लगा सकते हैं और देख सकते हैं कि समय के साथ मूल्य कैसे बढ़ता है। आप जितने लंबे समय तक निवेशित रहेंगे, आपके निवेश का मूल्य उतना ही अधिक होगा। चूंकि, नियमित अंतराल पर अर्जित रिटर्न को फंड में पुनर्निवेश किया जाता है, निवेशकों को रिटर्न पर रिटर्न मिलता है। और यही सिलसिला बरसों तक चलता रहता है। कंपाउंडिंग की शक्ति का अधिकतम लाभ उठाने के लिए, निवेशकों को इसका अधिकतम लाभ उठाने के लिए कम उम्र से ही बचत शुरू कर देनी चाहिए।

बाजार को समय देने की जरूरत नहीं

एसआईपी के साथ, निवेशकों को बाजार के समय के बारे में चिंता करने की जरूरत नहीं है। एसआईपी निवेशकों को लागत का औसत निकालकर बाजार की अस्थिरता से निपटने में मदद करता है क्योंकि वे विभिन्न स्तरों पर नियमित रूप से एक निश्चित राशि का निवेश करते हैं।

वित्तीय लक्ष्य हासिल करने का आसान तरीका

जैसे ही आप SIP के माध्यम से एक नियमित निवेशक बनते हैं, आप आसानी से अपने वित्तीय लक्ष्यों की योजना बना सकते हैं। उदाहरण के लिए, यदि आपका अल्पकालिक लक्ष्य 2 साल में कार खरीदना है, तो आप डेट फंड में निवेश कर सकते हैं, और यदि आपने निर्धारित किया हैसेवानिवृत्ति योजना अपने दीर्घकालिक लक्ष्य के रूप में, आपको एसआईपी के माध्यम से इक्विटी फंड में निवेश करना चाहिए। एसआईपी लंबी अवधि में बचत की नियमित आदत भी बनाते हैं। जो निवेशक अपने निवेश में सभी लाभों का लाभ उठाना चाहते हैं, उन्हें म्यूचुअल फंड में एसआईपी का रास्ता अपनाना चाहिए।

एसआईपी रिटर्न कैलकुलेटर या म्यूचुअल फंड कैलकुलेटर

घूंट कैलकुलेटर म्यूचुअल फंड में निवेश करते समय उपयोग करने के लिए सबसे चतुर उपकरण है। यह आपके एसआईपी निवेश पर अपेक्षित रिटर्न निर्धारित करने में मदद करता है। आप अपने निवेश के लिए आवश्यक राशि और विशेष वित्तीय लक्ष्य तक पहुंचने के लिए निवेशित रहने के लिए आवश्यक समयावधि की गणना कर सकते हैं।

SIP कैलकुलेटर का उपयोग करते समय, किसी को कुछ चर भरने होते हैं, जिसमें शामिल हैं-

  • निवेश राशि
  • वांछित निवेश अवधि
  • अपेक्षित होनामुद्रास्फीति आने वाले वर्षों के लिए दर (वार्षिक)
  • निवेश पर दीर्घकालिक विकास दर

एक बार जब आप उपरोक्त सभी जानकारी फीड कर लेते हैं, तो कैलकुलेटर आपके निवेश की अवधि के बाद प्राप्त होने वाली राशि के साथ-साथ आपके द्वारा अर्जित शुद्ध लाभ का अनुमान लगाएगा।

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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Jai Prakash, posted on 23 Jan 22 11:07 AM

Nice information

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