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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 July 22, 2024 , 57846 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 (%)2023 (%)
Nippon India Power and Infra Fund Growth ₹368.637
↑ 1.24
₹6,694 100 14.632.172.137.630.658
Nippon India Small Cap Fund Growth ₹174.928
↑ 2.45
₹56,469 100 1525.152.131.236.248.9
Nippon India Multi Cap Fund Growth ₹289.411
↑ 2.86
₹34,943 100 11.925.845.430.824.838.1
Nippon India Consumption Fund Growth ₹202.671
↑ 0.58
₹1,063 100 14.624.340.425.226.726.9
Nippon India Large Cap Fund Growth ₹87.4928
↑ 0.19
₹29,534 100 1021.236.624.920.732.1
Nippon India Value Fund Growth ₹220.223
↑ 1.41
₹8,188 100 10.92250.724.62542.4
Nippon India Tax Saver Fund (ELSS) Growth ₹128.045
↑ 0.84
₹15,917 500 12.823.242.822.319.528.6
Nippon India Focused Equity Fund Growth ₹119.773
↑ 0.37
₹8,585 100 14.518.633.919.421.327.1
Nippon India Banking Fund Growth ₹564.002
↑ 0.67
₹5,933 100 815.623.418.315.424.2
Nippon India Pharma Fund Growth ₹471.238
↑ 4.53
₹7,404 100 11.114.641.114.227.139.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 24
*निधि के आधार पर सूचीसंपत्ति>= 100 करोड़ और क्रमबद्ध किया गया3 सालसीएजीआर रिटर्न.

1. 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 (24 Jul 24) ₹368.637 ↑ 1.24   (0.34 %)
Net Assets (Cr) ₹6,694 on 30 Jun 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 4.16
Information Ratio 1.69
Alpha Ratio 19.54
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
30 Jun 19₹10,000
30 Jun 20₹8,161
30 Jun 21₹13,274
30 Jun 22₹13,569
30 Jun 23₹19,915
30 Jun 24₹36,330

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 ₹642,208.
Net Profit of ₹342,208
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 24 Jul 24

DurationReturns
1 Month 1.7%
3 Month 14.6%
6 Month 32.1%
1 Year 72.1%
3 Year 37.6%
5 Year 30.6%
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 177.5 Yr.
Kinjal Desai25 May 186.11 Yr.

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

Equity Sector Allocation
SectorValue
Industrials39.27%
Utility14.61%
Basic Materials10.47%
Energy7.48%
Communication Services7.27%
Real Estate5.03%
Consumer Cyclical4.68%
Technology4.41%
Health Care2.31%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
7%₹501 Cr1,600,000
↑ 400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
7%₹479 Cr1,350,000
↑ 350,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC
6%₹414 Cr10,947,087
↑ 1,447,087
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹328 Cr850,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
5%₹318 Cr2,200,000
↑ 400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹315 Cr270,000
↑ 35,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | BOSCHLTD
5%₹314 Cr92,000
↑ 7,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
4%₹262 Cr1,569,339
↑ 69,339
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 21 | POWERGRID
4%₹248 Cr7,500,000
↑ 1,500,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT
3%₹227 Cr40,000

2. 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 22.8% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (24 Jul 24) ₹174.928 ↑ 2.45   (1.42 %)
Net Assets (Cr) ₹56,469 on 30 Jun 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.9
Information Ratio 0.96
Alpha Ratio 7.12
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
30 Jun 19₹10,000
30 Jun 20₹8,706
30 Jun 21₹18,155
30 Jun 22₹19,715
30 Jun 23₹27,539
30 Jun 24₹42,883

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 ₹738,840.
Net Profit of ₹438,840
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 24 Jul 24

DurationReturns
1 Month 2.3%
3 Month 15%
6 Month 25.1%
1 Year 52.1%
3 Year 31.2%
5 Year 36.2%
10 Year
15 Year
Since launch 22.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
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%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.5 Yr.
Kinjal Desai25 May 186.11 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials31.35%
Financial Services13.39%
Consumer Cyclical11.98%
Basic Materials10.72%
Technology9.83%
Consumer Defensive6.72%
Health Care6.64%
Communication Services1.51%
Utility1.32%
Energy0.91%
Real Estate0.36%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,120 Cr6,650,000
↑ 500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
2%₹1,064 Cr2,499,222
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
2%₹930 Cr4,384,076
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
2%₹873 Cr793,529
↓ -50,869
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹818 Cr965,116
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹814 Cr5,763,697
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL
1%₹752 Cr25,000,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
1%₹726 Cr1,851,010
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹711 Cr614,625
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹688 Cr8,100,000

3. 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 19% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (24 Jul 24) ₹289.411 ↑ 2.86   (1.00 %)
Net Assets (Cr) ₹34,943 on 30 Jun 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.37
Information Ratio 1.77
Alpha Ratio 10.98
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
30 Jun 19₹10,000
30 Jun 20₹7,217
30 Jun 21₹12,407
30 Jun 22₹13,724
30 Jun 23₹18,882
30 Jun 24₹28,400

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 ₹556,833.
Net Profit of ₹256,833
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 24 Jul 24

DurationReturns
1 Month 0.7%
3 Month 11.9%
6 Month 25.8%
1 Year 45.4%
3 Year 30.8%
5 Year 24.8%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
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%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.27 Yr.
Ashutosh Bhargava1 Sep 212.83 Yr.
Kinjal Desai25 May 186.11 Yr.

Data below for Nippon India Multi Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services27.58%
Industrials20.77%
Consumer Cyclical20.34%
Health Care6.29%
Utility5.1%
Basic Materials4.9%
Technology3.93%
Energy3.58%
Consumer Defensive3.53%
Communication Services2.9%
Asset Allocation
Asset ClassValue
Cash0.92%
Equity99.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
7%₹2,273 Cr13,500,448
↑ 1,000,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA
4%₹1,265 Cr1,524,539
↓ -113,829
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹1,252 Cr4,000,000
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,224 Cr10,200,315
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | EIHOTEL
3%₹1,055 Cr24,581,810
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK
3%₹1,050 Cr8,300,121
GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GET&D
3%₹961 Cr6,444,862
↓ -37,484
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC
2%₹870 Cr23,000,000
↑ 4,500,000
Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS
2%₹809 Cr1,606,865
↓ -5,700
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹781 Cr9,200,000

4. 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 16.4% since its launch.  Ranked 30 in Sectoral category.  Return for 2023 was 26.9% , 2022 was 14.2% and 2021 was 31.9% .

Below is the key information for Nippon India Consumption Fund

Nippon India Consumption Fund
Growth
Launch Date 30 Sep 04
NAV (24 Jul 24) ₹202.671 ↑ 0.58   (0.29 %)
Net Assets (Cr) ₹1,063 on 30 Jun 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.66
Sharpe Ratio 3.05
Information Ratio 0.4
Alpha Ratio 10.91
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
30 Jun 19₹10,000
30 Jun 20₹10,146
30 Jun 21₹15,518
30 Jun 22₹16,982
30 Jun 23₹21,670
30 Jun 24₹30,168

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 ₹584,107.
Net Profit of ₹284,107
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 24 Jul 24

DurationReturns
1 Month 4.6%
3 Month 14.6%
6 Month 24.3%
1 Year 40.4%
3 Year 25.2%
5 Year 26.7%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.9%
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%
Fund Manager information for Nippon India Consumption Fund
NameSinceTenure
Kinjal Desai1 Nov 203.67 Yr.
Amar Kalkundrikar20 Oct 203.7 Yr.

Data below for Nippon India Consumption Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Consumer Defensive36.34%
Consumer Cyclical35.89%
Communication Services10.7%
Industrials9.46%
Basic Materials2.8%
Financial Services1.06%
Asset Allocation
Asset ClassValue
Cash3.75%
Equity96.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
8%₹90 Cr620,000
↑ 95,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR
7%₹69 Cr280,000
↑ 50,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC
6%₹59 Cr1,400,000
↑ 245,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
5%₹50 Cr175,000
↑ 25,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | JUBLFOOD
5%₹50 Cr880,642
↑ 275,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | UBL
4%₹45 Cr227,922
↑ 65,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | GODREJCP
4%₹39 Cr282,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | DMART
4%₹39 Cr82,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | BAJAJ-AUTO
4%₹39 Cr40,700
↑ 7,200
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | EICHERMOT
4%₹38 Cr82,000
↑ 22,000

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 13.6% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (24 Jul 24) ₹87.4928 ↑ 0.19   (0.22 %)
Net Assets (Cr) ₹29,534 on 30 Jun 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.55
Information Ratio 2.15
Alpha Ratio 8.02
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
30 Jun 19₹10,000
30 Jun 20₹7,754
30 Jun 21₹12,311
30 Jun 22₹13,023
30 Jun 23₹17,169
30 Jun 24₹23,925

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 ₹505,644.
Net Profit of ₹205,644
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 24 Jul 24

DurationReturns
1 Month 3.1%
3 Month 10%
6 Month 21.2%
1 Year 36.6%
3 Year 24.9%
5 Year 20.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
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%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.91 Yr.
Ashutosh Bhargava1 Sep 212.83 Yr.
Kinjal Desai25 May 186.11 Yr.

Data below for Nippon India Large Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services35.68%
Consumer Cyclical12.5%
Industrials10.13%
Consumer Defensive9.2%
Energy8.54%
Technology7.1%
Utility5.96%
Basic Materials4.39%
Health Care3.31%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹2,896 Cr17,200,529
↑ 200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
8%₹2,285 Cr7,300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,604 Cr37,750,240
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹1,523 Cr12,700,000
↓ -2,000,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
5%₹1,443 Cr17,000,644
↓ -1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK
4%₹1,265 Cr10,000,080
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹1,253 Cr8,000,084
↑ 1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
3%₹958 Cr2,700,529
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | TATAPOWER
3%₹947 Cr21,500,000
↑ 2,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | BAJFINANCE
3%₹847 Cr1,190,326
↑ 50,000

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 17.5% since its launch.  Return for 2023 was 42.4% , 2022 was 4.8% and 2021 was 39.4% .

Below is the key information for Nippon India Value Fund

Nippon India Value Fund
Growth
Launch Date 8 Jun 05
NAV (24 Jul 24) ₹220.223 ↑ 1.41   (0.64 %)
Net Assets (Cr) ₹8,188 on 30 Jun 24
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 3.03
Information Ratio 1.44
Alpha Ratio 9.83
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
30 Jun 19₹10,000
30 Jun 20₹8,480
30 Jun 21₹14,462
30 Jun 22₹14,686
30 Jun 23₹18,663
30 Jun 24₹28,927

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 ₹570,326.
Net Profit of ₹270,326
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 24 Jul 24

DurationReturns
1 Month 1.8%
3 Month 10.9%
6 Month 22%
1 Year 50.7%
3 Year 24.6%
5 Year 25%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.4%
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%
Fund Manager information for Nippon India Value Fund
NameSinceTenure
Meenakshi Dawar7 May 186.15 Yr.
Dhrumil Shah1 Jan 231.5 Yr.
Kinjal Desai25 May 186.1 Yr.

Data below for Nippon India Value Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services30.52%
Industrials11.96%
Technology11.26%
Consumer Cyclical9.85%
Energy9.69%
Basic Materials6.99%
Health Care5.05%
Utility4.99%
Communication Services3.56%
Real Estate2.23%
Consumer Defensive0.9%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.01%
Other0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
8%₹655 Cr3,889,600
↑ 950,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
5%₹444 Cr3,704,797
↑ 130,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY
4%₹313 Cr2,000,779
↑ 300,000
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | NTPC
3%₹262 Cr6,934,650
Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | DIXON
3%₹258 Cr215,713
↓ -15,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | ONGC
3%₹252 Cr9,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL
3%₹234 Cr1,617,248
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹223 Cr628,547
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
3%₹207 Cr660,198
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹165 Cr576,900

7. 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 14.5% since its launch.  Ranked 16 in ELSS category.  Return for 2023 was 28.6% , 2022 was 6.9% and 2021 was 37.6% .

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 (24 Jul 24) ₹128.045 ↑ 0.84   (0.66 %)
Net Assets (Cr) ₹15,917 on 30 Jun 24
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.76
Information Ratio 0.89
Alpha Ratio 4.89
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,374
30 Jun 21₹12,126
30 Jun 22₹12,461
30 Jun 23₹15,468
30 Jun 24₹22,281

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 ₹493,520.
Net Profit of ₹193,520
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 24 Jul 24

DurationReturns
1 Month 3.4%
3 Month 12.8%
6 Month 23.2%
1 Year 42.8%
3 Year 22.3%
5 Year 19.5%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.6%
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%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure
Rupesh Patel1 Jul 213 Yr.
Ashutosh Bhargava1 Jul 204 Yr.
Kinjal Desai25 May 186.11 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services34.9%
Consumer Cyclical14.36%
Industrials10.62%
Consumer Defensive7.74%
Basic Materials6.37%
Utility6.3%
Technology5.29%
Energy5.01%
Communication Services3.77%
Health Care3.36%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash0.78%
Equity99.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹1,176 Cr9,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
6%₹993 Cr5,900,000
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
4%₹642 Cr4,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | AXISBANK
4%₹614 Cr4,850,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | NTPC
4%₹590 Cr15,600,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
4%₹571 Cr30,000,000
↓ -700,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
3%₹535 Cr6,300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
3%₹501 Cr1,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹489 Cr1,377,783
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 13 | TVSHLTD
2%₹397 Cr299,548

8. 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 15.2% since its launch.  Ranked 30 in Focused category.  Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (24 Jul 24) ₹119.773 ↑ 0.37   (0.31 %)
Net Assets (Cr) ₹8,585 on 30 Jun 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.01
Information Ratio -0.1
Alpha Ratio -1.01
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
30 Jun 19₹10,000
30 Jun 20₹8,339
30 Jun 21₹14,357
30 Jun 22₹14,938
30 Jun 23₹17,848
30 Jun 24₹24,452

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 ₹518,033.
Net Profit of ₹218,033
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 24 Jul 24

DurationReturns
1 Month 3.2%
3 Month 14.5%
6 Month 18.6%
1 Year 33.9%
3 Year 19.4%
5 Year 21.3%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.1%
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%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 186.15 Yr.
Kinjal Desai25 May 186.1 Yr.

Data below for Nippon India Focused Equity Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services36.87%
Consumer Cyclical23.63%
Industrials8.75%
Technology6.64%
Energy6.02%
Communication Services4.73%
Consumer Defensive4.35%
Health Care3.87%
Basic Materials0.77%
Asset Allocation
Asset ClassValue
Cash4.37%
Equity95.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹756 Cr4,489,641
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
8%₹661 Cr5,511,739
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | AXISBANK
5%₹453 Cr3,582,989
↓ -1,100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
5%₹431 Cr2,389,661
↑ 300,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | HONAUT
5%₹422 Cr74,476
↓ -2,843
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹386 Cr2,466,749
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
4%₹373 Cr8,789,272
↓ -500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹343 Cr1,094,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
4%₹340 Cr609,043
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹329 Cr89,306
↓ -3,000

9. 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 21% since its launch.  Ranked 15 in Sectoral category.  Return for 2023 was 24.2% , 2022 was 20.7% and 2021 was 29.7% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (24 Jul 24) ₹564.002 ↑ 0.67   (0.12 %)
Net Assets (Cr) ₹5,933 on 30 Jun 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 1.49
Information Ratio 0.8
Alpha Ratio 8.93
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
30 Jun 19₹10,000
30 Jun 20₹6,320
30 Jun 21₹11,149
30 Jun 22₹10,841
30 Jun 23₹15,027
30 Jun 24₹18,914

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 ₹447,579.
Net Profit of ₹147,579
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 24 Jul 24

DurationReturns
1 Month 1.4%
3 Month 8%
6 Month 15.6%
1 Year 23.4%
3 Year 18.3%
5 Year 15.4%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.2%
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%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 186.23 Yr.
Kinjal Desai25 May 186.11 Yr.
Bhavik Dave18 Jun 213.04 Yr.

Data below for Nippon India Banking Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services96.42%
Technology1.53%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
20%₹1,215 Cr7,214,660
↑ 550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹950 Cr7,915,358
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | AXISBANK
9%₹511 Cr4,040,216
↓ -400,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
5%₹310 Cr3,656,809
↓ -200,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
5%₹297 Cr1,650,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
4%₹250 Cr14,099,730
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE
4%₹211 Cr1,417,129
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
3%₹202 Cr1,378,251
↑ 150,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
3%₹168 Cr2,320,827
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG
3%₹167 Cr1,145,599

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 21% since its launch.  Ranked 35 in Sectoral category.  Return for 2023 was 39.2% , 2022 was -9.9% and 2021 was 23.9% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (24 Jul 24) ₹471.238 ↑ 4.53   (0.97 %)
Net Assets (Cr) ₹7,404 on 30 Jun 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.97
Sharpe Ratio 2.12
Information Ratio -0.14
Alpha Ratio 1.94
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
30 Jun 19₹10,000
30 Jun 20₹13,299
30 Jun 21₹21,524
30 Jun 22₹18,381
30 Jun 23₹22,333
30 Jun 24₹31,441

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 ₹598,181.
Net Profit of ₹298,181
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 24 Jul 24

DurationReturns
1 Month 5.3%
3 Month 11.1%
6 Month 14.6%
1 Year 41.1%
3 Year 14.2%
5 Year 27.1%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.2%
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%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0519.26 Yr.
Kinjal Desai25 May 186.1 Yr.

Data below for Nippon India Pharma Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Health Care98.35%
Asset Allocation
Asset ClassValue
Cash0.56%
Equity99.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
13%₹997 Cr6,556,349
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
8%₹621 Cr1,350,808
↑ 100,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | LUPIN
8%₹568 Cr3,503,676
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | CIPLA
6%₹459 Cr3,100,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY
6%₹448 Cr700,030
↑ 150,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP
5%₹401 Cr648,795
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Jan 18 | ZYDUSLIFE
4%₹290 Cr2,700,632
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹274 Cr1,500,000
↓ -200,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | ABBOTINDIA
3%₹239 Cr86,390
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 543350
3%₹237 Cr3,161,151

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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