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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 April 11, 2024 , 56633 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 ₹316.528
↓ -1.72
₹4,265 100 13.133.57739.226.358
Nippon India Small Cap Fund Growth ₹147.265
↓ -0.67
₹46,044 100 4.318.557.736.129.548.9
Nippon India Multi Cap Fund Growth ₹253.295
↓ -2.13
₹26,809 100 819.852.432.720.638.1
Nippon India Value Fund Growth ₹196.149
↓ -1.49
₹7,063 100 6.127.457.828.221.442.4
Nippon India Large Cap Fund Growth ₹79.6519
↓ -0.71
₹22,767 100 7.220.244.526.817.532.1
Nippon India Consumption Fund Growth ₹174.282
↓ -1.17
₹699 100 5.316.340.726.121.826.9
Nippon India Banking Fund Growth ₹525.227
↓ -4.09
₹5,225 100 2.512.234.224.81324.2
Nippon India Tax Saver Fund (ELSS) Growth ₹112.519
↓ -0.93
₹14,288 500 6.219.842.822.714.728.6
Nippon India Focused Equity Fund Growth ₹104.066
↓ -0.85
₹7,655 100 -0.510.431.919.216.927.1
Nippon India Pharma Fund Growth ₹426.398
↓ -4.99
₹7,132 100 4.92251.617.222.839.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 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 18.9% 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 (12 Apr 24) ₹316.528 ↓ -1.72   (-0.54 %)
Net Assets (Cr) ₹4,265 on 29 Feb 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 4.05
Information Ratio 1.6
Alpha Ratio 14.49
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 Mar 19₹10,000
31 Mar 20₹6,580
31 Mar 21₹12,215
31 Mar 22₹15,256
31 Mar 23₹17,694
31 Mar 24₹31,288

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 ₹584,107.
Net Profit of ₹284,107
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 12 Apr 24

DurationReturns
1 Month 5%
3 Month 13.1%
6 Month 33.5%
1 Year 77%
3 Year 39.2%
5 Year 26.3%
10 Year
15 Year
Since launch 18.9%
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 177.25 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Power and Infra Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials37.72%
Utility14.4%
Basic Materials9.78%
Energy8.03%
Communication Services6.62%
Consumer Cyclical6.41%
Technology5.2%
Real Estate4.25%
Health Care1.82%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹270 Cr925,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹261 Cr750,000
↑ 110,663
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
6%₹239 Cr83,500
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹235 Cr7,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹208 Cr210,000
↑ 10,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹198 Cr670,000
↑ 92,352
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
4%₹169 Cr1,500,000
↑ 150,000
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹137 Cr1,708,669
↑ 158,099
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT
3%₹137 Cr36,000
↑ 13,882
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹125 Cr1,274,151

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 21.9% 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 (12 Apr 24) ₹147.265 ↓ -0.67   (-0.45 %)
Net Assets (Cr) ₹46,044 on 29 Feb 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.56
Information Ratio 0.92
Alpha Ratio 3.47
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 Mar 19₹10,000
31 Mar 20₹6,750
31 Mar 21₹14,676
31 Mar 22₹21,150
31 Mar 23₹22,557
31 Mar 24₹35,036

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 ₹627,226.
Net Profit of ₹327,226
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 12 Apr 24

DurationReturns
1 Month 6.3%
3 Month 4.3%
6 Month 18.5%
1 Year 57.7%
3 Year 36.1%
5 Year 29.5%
10 Year
15 Year
Since launch 21.9%
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 177.25 Yr.
Kinjal Desai25 May 185.86 Yr.
Tejas Sheth1 Feb 231.16 Yr.

Data below for Nippon India Small Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials31.05%
Financial Services14.03%
Consumer Cyclical11.65%
Basic Materials10.44%
Technology8.9%
Health Care7.7%
Consumer Defensive7.31%
Communication Services1.71%
Energy1.07%
Utility0.86%
Real Estate0.33%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity95.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
2%₹1,020 Cr2,924,163
↓ -343,396
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
2%₹761 Cr864,398
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹723 Cr5,150,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹697 Cr1,851,010
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹675 Cr1,080,116
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 19 | HAL
1%₹610 Cr1,977,076
↑ 500,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹606 Cr8,100,000
NIIT Learning Systems Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 543952
1%₹593 Cr11,420,240
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹584 Cr31,784,062
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹569 Cr25,000,000

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 18.5% 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 (12 Apr 24) ₹253.295 ↓ -2.13   (-0.83 %)
Net Assets (Cr) ₹26,809 on 29 Feb 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.39
Information Ratio 1.1
Alpha Ratio 6.63
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 Mar 19₹10,000
31 Mar 20₹6,493
31 Mar 21₹11,302
31 Mar 22₹15,186
31 Mar 23₹16,346
31 Mar 24₹24,545

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 ₹505,644.
Net Profit of ₹205,644
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 12 Apr 24

DurationReturns
1 Month 4.9%
3 Month 8%
6 Month 19.8%
1 Year 52.4%
3 Year 32.7%
5 Year 20.6%
10 Year
15 Year
Since launch 18.5%
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 0519.02 Yr.
Ashutosh Bhargava1 Sep 212.58 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Multi Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services28.54%
Consumer Cyclical20.79%
Industrials18.52%
Health Care7.88%
Utility4.81%
Basic Materials4.18%
Technology4.05%
Communication Services3.79%
Consumer Defensive3.72%
Energy2.94%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹1,474 Cr10,500,448
↑ 1,000,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
4%₹1,077 Cr26,658,371
↓ -1,268,613
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,021 Cr9,699,315
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
3%₹882 Cr1,638,368
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹860 Cr8,000,121
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹789 Cr2,700,000
↑ 700,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
3%₹748 Cr10,000,000
↑ 1,200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 500850
3%₹704 Cr12,000,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
3%₹679 Cr7,000,000
↑ 1,400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
2%₹661 Cr1,900,292

4. 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 17.1% 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 (12 Apr 24) ₹196.149 ↓ -1.49   (-0.75 %)
Net Assets (Cr) ₹7,063 on 29 Feb 24
Category Equity - Value
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 3.15
Information Ratio 1.53
Alpha Ratio 8.2
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 Mar 19₹10,000
31 Mar 20₹7,107
31 Mar 21₹12,959
31 Mar 22₹16,540
31 Mar 23₹16,260
31 Mar 24₹25,596

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 ₹518,033.
Net Profit of ₹218,033
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 12 Apr 24

DurationReturns
1 Month 3.8%
3 Month 6.1%
6 Month 27.4%
1 Year 57.8%
3 Year 28.2%
5 Year 21.4%
10 Year
15 Year
Since launch 17.1%
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 185.91 Yr.
Dhrumil Shah1 Jan 231.25 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Value Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services29.11%
Industrials12.92%
Consumer Cyclical11.74%
Technology10.42%
Energy7.32%
Health Care6.82%
Utility5.52%
Basic Materials3.93%
Communication Services3.31%
Real Estate1.98%
Consumer Defensive1.58%
Asset Allocation
Asset ClassValue
Cash3.76%
Equity95.99%
Other0.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
5%₹376 Cr3,574,797
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
5%₹356 Cr2,539,600
↑ 350,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY
4%₹271 Cr1,620,779
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹236 Cr678,547
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 532555
3%₹233 Cr6,934,650
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500312
3%₹204 Cr7,700,000
↑ 600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
3%₹193 Cr660,198
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL
3%₹182 Cr1,617,248
Angel One Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | ANGELONE
2%₹158 Cr568,481
↓ -89,742
Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | DIXON
2%₹154 Cr230,713

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 13.2% 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 (12 Apr 24) ₹79.6519 ↓ -0.71   (-0.88 %)
Net Assets (Cr) ₹22,767 on 29 Feb 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.81
Information Ratio 1.62
Alpha Ratio 8.12
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
31 Mar 19₹10,000
31 Mar 20₹6,817
31 Mar 21₹11,430
31 Mar 22₹14,296
31 Mar 23₹15,230
31 Mar 24₹22,055

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 ₹470,047.
Net Profit of ₹170,047
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 12 Apr 24

DurationReturns
1 Month 3.2%
3 Month 7.2%
6 Month 20.2%
1 Year 44.5%
3 Year 26.8%
5 Year 17.5%
10 Year
15 Year
Since launch 13.2%
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 0716.66 Yr.
Ashutosh Bhargava1 Sep 212.58 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Large Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services36.5%
Consumer Cyclical15.08%
Industrials9.84%
Consumer Defensive9.42%
Energy7.63%
Technology6.4%
Utility6.27%
Basic Materials3.66%
Health Care2.4%
Communication Services1.52%
Asset Allocation
Asset ClassValue
Cash1.28%
Equity98.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹2,105 Cr15,000,529
↑ 1,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,547 Cr14,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹1,519 Cr5,200,000
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹1,429 Cr19,100,644
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,056 Cr26,000,000
↑ 1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹939 Cr2,700,529
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹828 Cr7,700,080
NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 532555
3%₹722 Cr21,500,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹706 Cr19,000,000
↓ -1,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹676 Cr1,040,326
↑ 30,000

6. 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 15.8% 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 (12 Apr 24) ₹174.282 ↓ -1.17   (-0.67 %)
Net Assets (Cr) ₹699 on 29 Feb 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.66
Sharpe Ratio 2.82
Information Ratio 0.51
Alpha Ratio 7.27
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 Mar 19₹10,000
31 Mar 20₹8,285
31 Mar 21₹13,886
31 Mar 22₹17,578
31 Mar 23₹18,977
31 Mar 24₹26,603

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 ₹518,033.
Net Profit of ₹218,033
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 12 Apr 24

DurationReturns
1 Month 3.6%
3 Month 5.3%
6 Month 16.3%
1 Year 40.7%
3 Year 26.1%
5 Year 21.8%
10 Year
15 Year
Since launch 15.8%
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 203.42 Yr.
Amar Kalkundrikar20 Oct 203.45 Yr.

Data below for Nippon India Consumption Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Defensive37.18%
Consumer Cyclical37.17%
Industrials11.36%
Communication Services8.19%
Health Care1.4%
Financial Services1.35%
Asset Allocation
Asset ClassValue
Cash3.35%
Equity96.65%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
8%₹57 Cr510,000
↑ 45,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 18 | ITC
6%₹41 Cr1,005,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
5%₹38 Cr34,000
↑ 5,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | HINDUNILVR
5%₹36 Cr150,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 20 | 532424
5%₹35 Cr282,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | 540376
5%₹32 Cr82,000
↑ 6,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
4%₹30 Cr68,500
↑ 7,500
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 23 | 500800
4%₹28 Cr237,000
Havells India Ltd (Industrials)
Equity, Since 30 Sep 23 | 517354
4%₹28 Cr180,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | UBL
4%₹26 Cr152,922

7. 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 20.9% 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 (12 Apr 24) ₹525.227 ↓ -4.09   (-0.77 %)
Net Assets (Cr) ₹5,225 on 29 Feb 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 1.97
Information Ratio 1.22
Alpha Ratio 15.48
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 Mar 19₹10,000
31 Mar 20₹5,711
31 Mar 21₹10,164
31 Mar 22₹12,385
31 Mar 23₹13,403
31 Mar 24₹17,939

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 ₹426,080.
Net Profit of ₹126,080
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 12 Apr 24

DurationReturns
1 Month 2.6%
3 Month 2.5%
6 Month 12.2%
1 Year 34.2%
3 Year 24.8%
5 Year 13%
10 Year
15 Year
Since launch 20.9%
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 185.98 Yr.
Kinjal Desai25 May 185.86 Yr.
Bhavik Dave18 Jun 212.79 Yr.

Data below for Nippon India Banking Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services95.54%
Technology1.81%
Asset Allocation
Asset ClassValue
Cash2.65%
Equity97.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
17%₹914 Cr6,514,660
↑ 1,175,299
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
15%₹759 Cr7,215,358
↑ 400,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
9%₹477 Cr4,440,216
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
8%₹442 Cr5,911,726
↓ -700,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE
4%₹220 Cr1,417,129
↓ -31,726
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
4%₹189 Cr12,599,730
↑ 1,000,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
3%₹181 Cr1,228,251
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
3%₹167 Cr2,320,827
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
3%₹150 Cr890,000
↑ 200,000
ICICI Prudential Life Insurance Company Limited (Financial Services)
Equity, Since 31 Oct 23 | 540133
3%₹144 Cr2,694,796
↑ 500,000

8. 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 13.9% 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 (12 Apr 24) ₹112.519 ↓ -0.93   (-0.82 %)
Net Assets (Cr) ₹14,288 on 29 Feb 24
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.61
Information Ratio 0.48
Alpha Ratio 1.14
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,510
31 Mar 21₹11,174
31 Mar 22₹13,837
31 Mar 23₹13,808
31 Mar 24₹19,637

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 ₹436,710.
Net Profit of ₹136,710
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 12 Apr 24

DurationReturns
1 Month 2.9%
3 Month 6.2%
6 Month 19.8%
1 Year 42.8%
3 Year 22.7%
5 Year 14.7%
10 Year
15 Year
Since launch 13.9%
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 212.75 Yr.
Ashutosh Bhargava1 Jul 203.75 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services34.55%
Consumer Cyclical14.35%
Industrials10.35%
Consumer Defensive8.62%
Basic Materials6.24%
Utility6%
Energy5.35%
Technology4.8%
Health Care4.15%
Communication Services2.63%
Real Estate2.08%
Asset Allocation
Asset ClassValue
Cash0.63%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹1,031 Cr9,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹940 Cr6,700,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹686 Cr4,100,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 532555
4%₹544 Cr16,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
4%₹521 Cr4,850,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
4%₹516 Cr6,900,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
3%₹467 Cr1,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹408 Cr1,173,822
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
3%₹366 Cr30,700,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TATAMOTORS
2%₹352 Cr3,700,000
↓ -100,000

9. 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 14.5% 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 (12 Apr 24) ₹104.066 ↓ -0.85   (-0.81 %)
Net Assets (Cr) ₹7,655 on 29 Feb 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 1.99
Information Ratio -0.58
Alpha Ratio -3.05
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 Mar 19₹10,000
31 Mar 20₹6,770
31 Mar 21₹13,420
31 Mar 22₹16,352
31 Mar 23₹16,233
31 Mar 24₹21,504

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 ₹458,689.
Net Profit of ₹158,689
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 12 Apr 24

DurationReturns
1 Month 2.5%
3 Month -0.5%
6 Month 10.4%
1 Year 31.9%
3 Year 19.2%
5 Year 16.9%
10 Year
15 Year
Since launch 14.5%
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 185.91 Yr.
Kinjal Desai25 May 185.86 Yr.
Prateek Poddar18 Jun 212.79 Yr.

Data below for Nippon India Focused Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services34.8%
Consumer Cyclical18.78%
Industrials10.46%
Technology9.87%
Energy6.16%
Consumer Defensive4.69%
Communication Services4.68%
Health Care1.91%
Basic Materials0.57%
Asset Allocation
Asset ClassValue
Cash8.06%
Equity91.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹686 Cr4,889,641
↑ 675,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
8%₹601 Cr5,711,739
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹503 Cr4,682,989
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹476 Cr2,841,614
↓ -100,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹363 Cr1,244,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
5%₹359 Cr8,845,772
↑ 750,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
5%₹350 Cr4,683,950
↓ -1,700,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹295 Cr4,096,527
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹293 Cr91,663
↑ 5,530
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | HONAUT
4%₹282 Cr74,319
↑ 8,750

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 20.8% 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 (12 Apr 24) ₹426.398 ↓ -4.99   (-1.16 %)
Net Assets (Cr) ₹7,132 on 29 Feb 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.97
Sharpe Ratio 3.09
Information Ratio 0.54
Alpha Ratio 1.41
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 Mar 19₹10,000
31 Mar 20₹9,449
31 Mar 21₹16,485
31 Mar 22₹19,119
31 Mar 23₹17,831
31 Mar 24₹28,260

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 ₹530,691.
Net Profit of ₹230,691
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 12 Apr 24

DurationReturns
1 Month 0.5%
3 Month 4.9%
6 Month 22%
1 Year 51.6%
3 Year 17.2%
5 Year 22.8%
10 Year
15 Year
Since launch 20.8%
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 0519.01 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Pharma Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Health Care97.95%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
15%₹1,035 Cr6,556,349
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
8%₹600 Cr3,703,676
↓ -100,000
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
6%₹459 Cr3,100,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP
6%₹396 Cr648,795
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY
5%₹353 Cr550,030
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
4%₹314 Cr900,808
↑ 50,000
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹300 Cr1,700,000
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Jan 18 | 532321
4%₹283 Cr3,000,835
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | ABBOTINDIA
3%₹246 Cr86,390
↑ 10,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | JBCHEPHARM
3%₹232 Cr1,486,868

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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