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शीर्ष 10 सर्वश्रेष्ठ रिलायंस/निप्पॉन एसआईपी म्यूचुअल फंड 2022 | सर्वश्रेष्ठ एसआईपी फंड

फिनकैश »निप्पॉन इंडिया म्यूचुअल फंड »बेस्ट निप्पॉन इंडिया एसआईपी फंड

10 सर्वश्रेष्ठ निप्पॉन/रिलायंस एमएफ एसआईपी म्यूचुअल फंड 2022

Updated on September 27, 2023 , 51103 views

भरोसासिप म्यूचुअल फंड एक आदर्श तरीका हैम्युचुअल फंड में निवेशविशेष रूप से लंबे समय के लिए-टर्म प्लान. एक एसआईपी में, आप एक निर्धारित अंतराल पर एक छोटी राशि का निवेश कर सकते हैं, जिससे वर्षों में पर्याप्त कोष बनाने की संभावना पैदा होती है।

रिलायंस एसआईपी के जरिए आप जिस स्कीम में निवेश करना चाहते हैं, उसमें हर महीने कम से कम 100 रुपये जमा कर सकते हैंनिवेश नियमित रूप से एक छोटी सी राशि, आप भी अपना प्राप्त कर सकते हैंवित्तीय लक्ष्यों समय पर। लक्ष्य जैसेसेवानिवृत्ति योजना, विवाह, घर/कार की खरीद आदि, एक एसआईपी के माध्यम से प्राप्त किया जा सकता है।

NipponIndia-MF

रिलायंस एसआईपी फंड में निवेश क्यों करें?

SIP के कुछ प्रमुख लाभ हैं-

  • यह रुपये की औसत लागत प्रदान करता है
  • इससे लाभ होता हैकंपाउंडिंग की शक्ति
  • की कोई आवश्यकता नहीं हैमंडी समय
  • प्रति यूनिट कम लागत

जो निवेशक यहां निवेश करने के इच्छुक हैं, वे सबसे अच्छे रिलायंस एसआईपी हैंम्यूचुअल फंड्स इक्विटी श्रेणी में। इन फंडों को एयूएम जैसे पैरामीटर लेकर शॉर्टलिस्ट किया जाता है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

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महत्वपूर्ण सूचना

अक्टूबर 2019 से,रिलायंस म्यूचुअल फंड का नाम बदलकर निप्पॉन इंडिया म्यूचुअल फंड कर दिया गया है। निप्पॉन लाइफ ने रिलायंस निप्पॉन एसेट मैनेजमेंट (आरएनएएम) में बहुमत (75%) हिस्सेदारी हासिल कर ली है। कंपनी संरचना और प्रबंधन में कोई बदलाव किए बिना अपना परिचालन जारी रखेगी।

इक्विटी फंड के लिए बेस्ट निप्पॉन या रिलायंस म्यूचुअल फंड एसआईपी

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Small Cap Fund Growth ₹117.791
↑ 1.09
₹34,469 100 17.929.53642.121.86.5
Nippon India Multi Cap Fund Growth ₹205.548
↑ 1.86
₹18,974 100 1726.131.334.816.614.1
Nippon India Power and Infra Fund Growth ₹219.386
↑ 1.37
₹2,485 100 16.827.337.932.216.610.9
Nippon India Banking Fund Growth ₹449.013
↑ 0.83
₹4,527 100 6.917.522.230.89.220.7
Nippon India Large Cap Fund Growth ₹64.3266
↑ 0.27
₹15,583 100 1118.622.126.813.311.3
Nippon India Value Fund Growth ₹147.576
↑ 1.03
₹5,563 100 13.720.220.326.614.44.8
Nippon India Focused Equity Fund Growth ₹91.003
↑ 0.29
₹6,877 100 11.717.113.826.313.57.7
Nippon India Consumption Fund Growth ₹146.17
↑ 0.86
₹486 100 12.918.817.326.116.914.2
Nippon India Tax Saver Fund (ELSS) Growth ₹90.333
↑ 0.39
₹12,634 500 11.51616.125.29.16.9
Nippon India Pharma Fund Growth ₹349.301
↑ 0.24
₹5,392 100 24.729.227.316.217.5-9.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
*निधि के आधार पर सूचीसंपत्ति>= 100 करोड़ और क्रमबद्ध किया गया3 सालसीएजीआर रिटर्न.

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 6 in Small Cap category.  Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (22 Aug 23) ₹117.791 ↑ 1.09   (0.93 %)
Net Assets (Cr) ₹34,469 on 31 Jul 23
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.23
Information Ratio 1.58
Alpha Ratio 9.1
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 Aug 18₹10,000
31 Aug 19₹7,788
31 Aug 20₹9,023
31 Aug 21₹17,298
31 Aug 22₹19,919
31 Aug 23₹26,938

Nippon India 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Nippon India 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 22 Aug 23

DurationReturns
1 Month 3.9%
3 Month 17.9%
6 Month 29.5%
1 Year 36%
3 Year 42.1%
5 Year 21.8%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176.67 Yr.
Kinjal Desai25 May 185.27 Yr.
Tejas Sheth1 Feb 230.58 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Small Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials31.69%
Financial Services14.07%
Basic Materials12.14%
Consumer Cyclical12.02%
Technology8.78%
Consumer Defensive7.49%
Health Care6.98%
Communication Services1.68%
Energy0.99%
Utility0.57%
Real Estate0.24%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
3%₹948 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹664 Cr4,225,000
Apar Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 17 | APARINDS
2%₹597 Cr1,191,538
↓ -51,427
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹559 Cr4,756,932
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | CREDITACC
2%₹555 Cr3,922,401
Voltamp Transformers Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
1%₹502 Cr873,167
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹502 Cr5,763,697
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹440 Cr36,323,195
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹439 Cr614,625
NIIT Learning Systems Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | -
1%₹432 Cr11,320,240
↑ 11,320,240

2. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 63 in Multi Cap category.  Return for 2022 was 14.1% , 2021 was 48.9% and 2020 was 0% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (22 Aug 23) ₹205.548 ↑ 1.86   (0.91 %)
Net Assets (Cr) ₹18,974 on 31 Jul 23
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.05
Information Ratio 1.33
Alpha Ratio 10.87
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 Aug 18₹10,000
31 Aug 19₹9,018
31 Aug 20₹8,523
31 Aug 21₹14,161
31 Aug 22₹16,495
31 Aug 23₹21,411

Nippon India Multi 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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Nippon India Multi 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 22 Aug 23

DurationReturns
1 Month 4.3%
3 Month 17%
6 Month 26.1%
1 Year 31.3%
3 Year 34.8%
5 Year 16.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
2013 4.6%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0518.43 Yr.
Ashutosh Bhargava1 Sep 212 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services28.99%
Consumer Cyclical19.65%
Industrials18.85%
Health Care9.2%
Basic Materials6.18%
Communication Services4.24%
Utility4.14%
Technology3.19%
Consumer Defensive2.85%
Energy1.91%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
7%₹1,320 Cr8,400,448
↑ 830,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
5%₹1,063 Cr1,695,598
↓ -48,684
EIH Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
3%₹693 Cr27,847,078
↑ 2,977,160
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹584 Cr6,000,121
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
3%₹575 Cr6,000,000
↓ -1,000,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET
3%₹571 Cr2,023,379
↓ -2,863
Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS
3%₹558 Cr1,626,602
↓ -30,123
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
3%₹525 Cr2,080,747
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 500850
3%₹505 Cr12,000,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹494 Cr8,800,000

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 17.4% since its launch.  Ranked 13 in Sectoral category.  Return for 2022 was 10.9% , 2021 was 48.9% and 2020 was 10.8% .

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 (22 Aug 23) ₹219.386 ↑ 1.37   (0.63 %)
Net Assets (Cr) ₹2,485 on 31 Jul 23
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 2.52
Information Ratio 1.55
Alpha Ratio 17.26
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 Aug 18₹10,000
31 Aug 19₹8,632
31 Aug 20₹8,886
31 Aug 21₹14,399
31 Aug 22₹15,963
31 Aug 23₹21,696

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 ₹458,689.
Net Profit of ₹158,689
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 22 Aug 23

DurationReturns
1 Month 2.7%
3 Month 16.8%
6 Month 27.3%
1 Year 37.9%
3 Year 32.2%
5 Year 16.6%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -14.6%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 176.67 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials33.41%
Utility17.47%
Basic Materials10.45%
Energy9.14%
Consumer Cyclical6.28%
Technology6.22%
Real Estate5.76%
Communication Services4.54%
Health Care1.89%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
7%₹189 Cr700,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 May 09 | 532555
7%₹187 Cr8,500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
7%₹187 Cr775,000
↑ 145,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
5%₹130 Cr70,000
↑ 20,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹120 Cr145,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
5%₹116 Cr1,350,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
4%₹97 Cr483,162
↓ -39,088
Sterling and Wilson Renewable Energy Ltd (Technology)
Equity, Since 31 Oct 21 | SWSOLAR
3%₹89 Cr2,350,000
RITES Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 21 | RITES
3%₹87 Cr1,730,000
↓ -1,089,658
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹81 Cr1,200,000
↑ 100,000

4. Nippon India Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 20.7% since its launch.  Ranked 15 in Sectoral category.  Return for 2022 was 20.7% , 2021 was 29.7% and 2020 was -10.6% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (22 Aug 23) ₹449.013 ↑ 0.83   (0.19 %)
Net Assets (Cr) ₹4,527 on 31 Jul 23
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 1.46
Information Ratio 1.02
Alpha Ratio 8.34
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 Aug 18₹10,000
31 Aug 19₹8,819
31 Aug 20₹7,245
31 Aug 21₹12,182
31 Aug 22₹13,161
31 Aug 23₹15,664

Nippon India Banking Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Nippon India Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month -1.6%
3 Month 6.9%
6 Month 17.5%
1 Year 22.2%
3 Year 30.8%
5 Year 9.2%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 20.7%
2021 29.7%
2020 -10.6%
2019 10.7%
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
2013 -10.4%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 185.4 Yr.
Kinjal Desai25 May 185.27 Yr.
Bhavik Dave18 Jun 212.21 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Banking Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services95.03%
Technology1.36%
Asset Allocation
Asset ClassValue
Cash3.6%
Equity96.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
17%₹746 Cr4,747,497
↑ 744,912
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
13%₹577 Cr6,015,358
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
10%₹432 Cr4,440,216
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
8%₹354 Cr6,311,726
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
5%₹218 Cr1,578,251
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
4%₹190 Cr2,320,827
↑ 100,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE
4%₹187 Cr1,448,855
↑ 190,189
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
4%₹167 Cr11,599,730
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500271
3%₹150 Cr1,611,634
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 21 | EQUITASBNK
3%₹142 Cr15,728,077

5. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 20 in Large Cap category.  Return for 2022 was 11.3% , 2021 was 32.4% and 2020 was 4.9% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (22 Aug 23) ₹64.3266 ↑ 0.27   (0.42 %)
Net Assets (Cr) ₹15,583 on 31 Jul 23
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.59
Information Ratio 1.23
Alpha Ratio 8.15
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 Aug 18₹10,000
31 Aug 19₹8,995
31 Aug 20₹8,920
31 Aug 21₹13,710
31 Aug 22₹15,240
31 Aug 23₹18,308

Nippon India 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 Nippon India 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 22 Aug 23

DurationReturns
1 Month 0.6%
3 Month 11%
6 Month 18.6%
1 Year 22.1%
3 Year 26.8%
5 Year 13.3%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.08 Yr.
Ashutosh Bhargava1 Sep 212 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Large Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.01%
Consumer Cyclical14.29%
Consumer Defensive10.7%
Industrials10.45%
Energy7.42%
Technology7.22%
Utility4.92%
Health Care3.62%
Communication Services3.18%
Basic Materials2.69%
Asset Allocation
Asset ClassValue
Cash0.49%
Equity99.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹1,540 Cr9,800,529
↑ 900,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹959 Cr10,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹915 Cr3,800,000
↓ -100,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
5%₹786 Cr14,000,644
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹730 Cr2,700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
4%₹629 Cr14,300,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹584 Cr6,000,080
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹574 Cr4,000,084
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR
3%₹501 Cr2,000,742
↑ 1,302,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Apr 20 | 532555
3%₹474 Cr21,500,000
↑ 6,500,000

6. Nippon India Value Fund

(Erstwhile Reliance Regular Savings Fund - Equity Plan)

The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities.

Nippon India Value Fund is a Equity - Value fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Return for 2022 was 4.8% , 2021 was 39.4% and 2020 was 16.3% .

Below is the key information for Nippon India Value Fund

Nippon India Value Fund
Growth
Launch Date 8 Jun 05
NAV (22 Aug 23) ₹147.576 ↑ 1.03   (0.70 %)
Net Assets (Cr) ₹5,563 on 31 Jul 23
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 1.21
Information Ratio 1.09
Alpha Ratio 4.45
Min Investment 500
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 Aug 18₹10,000
31 Aug 19₹8,984
31 Aug 20₹9,466
31 Aug 21₹15,478
31 Aug 22₹16,527
31 Aug 23₹19,541

Nippon India 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Nippon India 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 22 Aug 23

DurationReturns
1 Month 1.6%
3 Month 13.7%
6 Month 20.2%
1 Year 20.3%
3 Year 26.6%
5 Year 14.4%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 39.4%
2020 16.3%
2019 5.7%
2018 -8.4%
2017 45.7%
2016 -1.6%
2015 6.1%
2014 56.1%
2013 -3.7%
Fund Manager information for Nippon India Value Fund
NameSinceTenure
Meenakshi Dawar7 May 185.32 Yr.
Dhrumil Shah1 Jan 230.66 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Value Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services34.49%
Industrials13.14%
Consumer Cyclical10.44%
Technology8.38%
Energy6.41%
Health Care6.41%
Communication Services4%
Basic Materials3.75%
Utility3.32%
Consumer Defensive2.16%
Real Estate2.14%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity95.77%
Other0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
7%₹376 Cr2,389,600
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
6%₹343 Cr3,574,797
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹285 Cr1,056,046
Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY
4%₹233 Cr1,620,779
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
3%₹159 Cr660,198
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 May 22 | 532555
3%₹153 Cr6,934,650
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL
2%₹139 Cr1,617,248
↓ -300,000
Angel One Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | ANGELONE
2%₹134 Cr718,223
State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN
2%₹128 Cr2,272,779
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 11 | 500271
2%₹123 Cr1,320,450
↑ 618,997

7. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 30 in Focused category.  Return for 2022 was 7.7% , 2021 was 36.6% and 2020 was 16.1% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (22 Aug 23) ₹91.003 ↑ 0.29   (0.32 %)
Net Assets (Cr) ₹6,877 on 31 Jul 23
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.68
Information Ratio 0.5
Alpha Ratio -1.71
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 Aug 18₹10,000
31 Aug 19₹8,770
31 Aug 20₹9,378
31 Aug 21₹15,295
31 Aug 22₹16,826
31 Aug 23₹19,001

Nippon India Focused 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Nippon India Focused 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 22 Aug 23

DurationReturns
1 Month 2%
3 Month 11.7%
6 Month 17.1%
1 Year 13.8%
3 Year 26.3%
5 Year 13.5%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
2013 2.9%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 185.32 Yr.
Kinjal Desai25 May 185.27 Yr.
Prateek Poddar18 Jun 212.2 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.69%
Consumer Cyclical15.33%
Technology11.55%
Industrials10.34%
Communication Services9.49%
Energy6.8%
Consumer Defensive4.79%
Health Care2.44%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹574 Cr3,651,545
↑ 1,526,320
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹495 Cr5,082,989
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹422 Cr2,941,614
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
5%₹370 Cr3,861,739
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
5%₹334 Cr7,595,772
↑ 2,600,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
4%₹302 Cr5,383,950
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹277 Cr3,396,527
↑ 200,000
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹268 Cr86,133
↓ -169
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Apr 22 | ZEEL
4%₹256 Cr9,781,223
↓ -500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹251 Cr1,044,000
↑ 320,000

8. Nippon India Consumption Fund

(Erstwhile Reliance Media & Entertainment Fund)

The primary investment objective of the scheme is to generate continuous returns by investing in equity and equity related or fixed income securities of Media & Entertainment and other associated companies.

Nippon India Consumption Fund is a Equity - Sectoral fund was launched on 30 Sep 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 30 in Sectoral category.  Return for 2022 was 14.2% , 2021 was 31.9% and 2020 was 24.9% .

Below is the key information for Nippon India Consumption Fund

Nippon India Consumption Fund
Growth
Launch Date 30 Sep 04
NAV (22 Aug 23) ₹146.17 ↑ 0.86   (0.59 %)
Net Assets (Cr) ₹486 on 31 Jul 23
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.66
Sharpe Ratio 1.15
Information Ratio 1.12
Alpha Ratio 7.81
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 Aug 18₹10,000
31 Aug 19₹9,156
31 Aug 20₹10,486
31 Aug 21₹16,177
31 Aug 22₹18,736
31 Aug 23₹21,738

Nippon India Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Nippon India Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 1.6%
3 Month 12.9%
6 Month 18.8%
1 Year 17.3%
3 Year 26.1%
5 Year 16.9%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 14.2%
2021 31.9%
2020 24.9%
2019 7.3%
2018 -10.4%
2017 24.7%
2016 -3.3%
2015 8.3%
2014 41.2%
2013 -1.5%
Fund Manager information for Nippon India Consumption Fund
NameSinceTenure
Kinjal Desai1 Nov 202.83 Yr.
Amar Kalkundrikar20 Oct 202.87 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Consumption Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Consumer Cyclical38.61%
Consumer Defensive34.5%
Industrials10.75%
Communication Services6.96%
Financial Services3.46%
Basic Materials2.87%
Asset Allocation
Asset ClassValue
Cash2.84%
Equity97.15%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC
7%₹35 Cr805,000
↑ 50,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR
5%₹27 Cr108,500
↑ 15,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | 540376
5%₹24 Cr65,000
↑ 8,500
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | 505533
4%₹20 Cr217,689
Sapphire Foods India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 543397
4%₹20 Cr141,702
↑ 11,329
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 532424
4%₹20 Cr200,000
↑ 12,500
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 532926
4%₹18 Cr524,889
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
4%₹18 Cr212,500
PVR INOX Ltd (Communication Services)
Equity, Since 31 Dec 21 | PVRINOX
3%₹18 Cr98,759
Electronics Mart India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | EMIL
3%₹17 Cr1,185,949

9. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 16 in ELSS category.  Return for 2022 was 6.9% , 2021 was 37.6% and 2020 was -0.4% .

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS)
Growth
Launch Date 21 Sep 05
NAV (22 Aug 23) ₹90.333 ↑ 0.39   (0.43 %)
Net Assets (Cr) ₹12,634 on 31 Jul 23
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.98
Information Ratio 0.76
Alpha Ratio 1.56
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,003
31 Aug 20₹7,713
31 Aug 21₹12,669
31 Aug 22₹13,437
31 Aug 23₹15,377

Nippon India Tax Saver Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Nippon India Tax Saver Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 1.4%
3 Month 11.5%
6 Month 16%
1 Year 16.1%
3 Year 25.2%
5 Year 9.1%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
2021 37.6%
2020 -0.4%
2019 1.5%
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
2014 83%
2013 3.5%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure
Rupesh Patel1 Jul 212.17 Yr.
Ashutosh Bhargava1 Jul 203.17 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.44%
Consumer Cyclical12.4%
Industrials9.84%
Consumer Defensive9.12%
Basic Materials8.92%
Utility5.22%
Technology5.04%
Energy4.38%
Health Care3.94%
Communication Services3.33%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
9%₹1,109 Cr7,056,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
8%₹997 Cr10,400,000
↓ -300,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹632 Cr4,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
4%₹560 Cr5,750,000
↓ -650,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
4%₹483 Cr8,600,000
↓ -400,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
4%₹457 Cr1,900,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 28 Feb 19 | 532555
3%₹357 Cr16,200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹351 Cr1,300,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
2%₹304 Cr31,700,000
↓ -1,000,000
Linde India Ltd (Basic Materials)
Equity, Since 31 Oct 13 | 523457
2%₹257 Cr410,000
↓ -71,532

10. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 20.3% since its launch.  Ranked 35 in Sectoral category.  Return for 2022 was -9.9% , 2021 was 23.9% and 2020 was 66.4% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (22 Aug 23) ₹349.301 ↑ 0.24   (0.07 %)
Net Assets (Cr) ₹5,392 on 31 Jul 23
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.97
Sharpe Ratio 1.2
Information Ratio 0.62
Alpha Ratio 2.26
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 Aug 18₹10,000
31 Aug 19₹8,733
31 Aug 20₹13,180
31 Aug 21₹19,501
31 Aug 22₹17,099
31 Aug 23₹21,433

Nippon India Pharma 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 Nippon India Pharma Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 5.6%
3 Month 24.7%
6 Month 29.2%
1 Year 27.3%
3 Year 16.2%
5 Year 17.5%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -9.9%
2021 23.9%
2020 66.4%
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
2013 20.9%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0518.43 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Pharma Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Health Care96.78%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
13%₹729 Cr6,556,349
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
8%₹418 Cr3,803,676
↓ -200,000
Cipla Ltd Shs Dematerialised (Healthcare)
Equity, Since 31 May 08 | 500087
7%₹377 Cr3,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY
6%₹308 Cr550,030
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
5%₹261 Cr1,500,000
↑ 300,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹252 Cr700,808
Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543427
5%₹250 Cr3,076,603
↑ 1,160,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
4%₹208 Cr2,500,000
↓ -500,000
J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 31 Jan 22 | JBCHEPHARM
4%₹207 Cr748,446
↓ -10,132
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Jan 18 | 532321
4%₹200 Cr3,200,835

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, जो निवेश करना चाहता है, निवेश के 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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