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10 सर्वश्रेष्ठ एसबीआई एमएफ एसआईपी फंड 2022 | बेस्ट एसबीआई एसआईपी इक्विटी फंड

फिनकैश »एसबीआई म्यूचुअल फंड »बेस्ट एसबीआई एसआईपी फंड

10 सर्वश्रेष्ठ एसबीआई एमएफ एसआईपी फंड 2022

Updated on May 18, 2024 , 177302 views

सिप या व्यवस्थितनिवेश योजना करने का एक अच्छा तरीका हैम्युचुअल फंड में निवेश. SIP योजनाएँ द्वारा प्रदान की जाती हैंएसबीआई म्यूचुअल फंड नियमित रूप से एक निश्चित राशि बचाने का एक शानदार तरीका हैआधार जैसे साप्ताहिक/मासिक/तिमाही। यह नियमित बचत को प्रोत्साहित करता है और इसके लाभ भी देता हैकंपाउंडिंग की शक्ति.

SBI

SIP प्लान के साथ आप मजबूत संपत्ति बनाने के लिए आसानी से लंबी अवधि के लिए निवेशित रह सकते हैं। चूंकि, राशि को नियमित अंतराल पर निवेश किया जाता है, यह के प्रभाव को भी कम करता हैमंडी अस्थिरता। के साथएसआईपी निवेशनिवेशक अपने विभिन्न लक्ष्यों जैसे सेवानिवृत्ति, विवाह, घर/वाहन की खरीद या यहां तक कि उच्च शिक्षा आदि की योजना भी बना सकते हैं।

SBI म्यूचुअल फंड SIP में निवेश क्यों करें?

  1. एसबीआई एमएफ के साथ एक व्यवस्थित निवेश योजना के लिए बड़ी राशि की आवश्यकता नहीं हैनिवेश क्योंकि शुरुआती राशि 500 रुपये जितनी कम है।

  2. एसबीआई एसआईपी म्यूचुअल फंड कम उम्र से बचत की आदत बनाने के लिए प्रोत्साहित करता है

  3. SIP में निवेश करके कोई भी अपनी लंबी अवधि की योजना बना सकता हैवित्तीय लक्ष्यों जैसे कार/घर खरीदना, अंतरराष्ट्रीय यात्रा के लिए बचत करना, बच्चे की शिक्षा के लिए बचत करना,सेवानिवृत्ति योजना या कोई अन्य संपत्ति खरीदने के लिए।

  4. यह देखते हुए कि एक व्यवस्थित निवेश योजना लंबी अवधि में फैली हुई है, कोई भी शेयर बाजार की सभी अवधियों, उतार-चढ़ाव और अधिक महत्वपूर्ण रूप से मंदी को पकड़ लेता है। मंदी में, जब अधिकांश निवेशकों को डर लगता है, एसआईपी की किस्तें निवेशकों को "कम" खरीदना सुनिश्चित करती हैं।

तो, आज ही में SIP शुरू करेंइक्विटी फ़ंड इन शीर्ष 10 सर्वश्रेष्ठ एसबीआई एसआईपी फंडों में निवेश करके। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

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बेस्ट एसबीआई म्यूचुअल फंड एसआईपी इक्विटी फंड में निवेश करने के लिए

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Since launch (%)
SBI PSU Fund Growth ₹31.7324
↑ 0.40
₹2,352 500 8.75597.339.626.1548.7
SBI Infrastructure Fund Growth ₹48.0948
↑ 0.62
₹2,794 500 928.165.433.426.949.79.8
SBI Contra Fund Growth ₹354.341
↑ 2.98
₹29,586 500 5.223.647.930.227.738.217.5
SBI Magnum Tax Gain Fund Growth ₹394.215
↑ 3.92
₹23,412 500 7.631.358.72823.44013.6
SBI Consumption Opportunities Fund Growth ₹286.008
↑ 1.53
₹2,165 500 5.714.532.925.820.929.916.5
SBI Magnum Mid Cap Fund Growth ₹215.408
↑ 2.36
₹17,910 500 7.617.437.925.225.334.517.4
SBI Small Cap Fund Growth ₹162.175
↑ 1.55
₹27,760 500 819.239.324.226.825.320.9
SBI Large and Midcap Fund Growth ₹540.087
↑ 3.20
₹22,689 500 41833.221.520.526.818
SBI Magnum Equity ESG Fund Growth ₹217.32
↑ 0.90
₹5,422 500 6.616.229.416.71624.612.6
SBI Focused Equity Fund Growth ₹304.388
↑ 1.18
₹33,237 500 8.212.829.916.616.822.218.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 24

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (17 May 24) ₹162.175 ↑ 1.55   (0.96 %)
Net Assets (Cr) ₹27,760 on 30 Apr 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.66
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,859
30 Apr 21₹16,047
30 Apr 22₹20,434
30 Apr 23₹22,086
30 Apr 24₹31,198

SBI 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 ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for SBI 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 17 May 24

DurationReturns
1 Month 5.1%
3 Month 8%
6 Month 19.2%
1 Year 39.3%
3 Year 24.2%
5 Year 26.8%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.3%
2022 8.1%
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1310.38 Yr.
Mohit Jain30 Nov 176.34 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials34.56%
Consumer Cyclical19.35%
Financial Services13.6%
Basic Materials10.8%
Consumer Defensive4.73%
Health Care2%
Real Estate1.63%
Communication Services1.24%
Utility0.63%
Asset Allocation
Asset ClassValue
Cash11.41%
Equity88.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
5%₹1,197 Cr9,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 522287
4%₹963 Cr9,000,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 542399
3%₹858 Cr9,716,991
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹814 Cr33,022,214
GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 522275
3%₹714 Cr8,420,840
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
3%₹653 Cr50,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
2%₹627 Cr4,939,842
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
2%₹602 Cr10,000,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
2%₹587 Cr10,942,027
CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 543441
2%₹586 Cr15,000,000

2. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 9 in Sectoral category.  Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (17 May 24) ₹97.5482 ↑ 1.20   (1.24 %)
Net Assets (Cr) ₹597 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 2.46
Information Ratio -0.87
Alpha Ratio 5.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,013
30 Apr 21₹16,410
30 Apr 22₹19,694
30 Apr 23₹18,014
30 Apr 24₹26,819

SBI Magnum COMMA 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 SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.2%
3 Month 5.3%
6 Month 23.9%
1 Year 49.1%
3 Year 15.6%
5 Year 22.8%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.3%
2022 -6.6%
2021 52%
2020 23.9%
2019 11.8%
2018 -18.7%
2017 39.2%
2016 32.3%
2015 -6.1%
2014 31.5%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard D'souza1 Aug 149.67 Yr.
Mohit Jain30 Nov 176.34 Yr.

Data below for SBI Magnum COMMA Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Basic Materials40.1%
Energy32.79%
Utility11.26%
Industrials4.92%
Consumer Defensive4.52%
Consumer Cyclical3.19%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
9%₹50 Cr167,366
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
8%₹43 Cr2,776,000
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 532555
8%₹42 Cr1,253,717
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
7%₹38 Cr1,400,000
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | 513599
6%₹35 Cr1,263,400
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
6%₹33 Cr34,000
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Jun 23 | 532508
5%₹29 Cr412,500
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
5%₹28 Cr650,000
Antony Waste Handling Cell Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 21 | 543254
5%₹27 Cr587,000
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | 533106
5%₹27 Cr450,000
↑ 150,000

3. SBI Large and Midcap Fund

(Erstwhile SBI Magnum Multiplier Fund)

To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme.

SBI Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 20 in Large & Mid Cap category.  Return for 2023 was 26.8% , 2022 was 7.3% and 2021 was 39.3% .

Below is the key information for SBI Large and Midcap Fund

SBI Large and Midcap Fund
Growth
Launch Date 25 May 05
NAV (17 May 24) ₹540.087 ↑ 3.20   (0.60 %)
Net Assets (Cr) ₹22,689 on 30 Apr 24
Category Equity - Large & Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 2.25
Information Ratio -0.12
Alpha Ratio -6.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,375
30 Apr 21₹13,047
30 Apr 22₹16,543
30 Apr 23₹17,902
30 Apr 24₹24,050

SBI Large and Midcap 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 SBI Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.5%
3 Month 4%
6 Month 18%
1 Year 33.2%
3 Year 21.5%
5 Year 20.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 7.3%
2021 39.3%
2020 15.8%
2019 6.8%
2018 -5.3%
2017 40.5%
2016 0.4%
2015 11.1%
2014 48.3%
Fund Manager information for SBI Large and Midcap Fund
NameSinceTenure
Saurabh Pant10 Sep 167.56 Yr.
Mohit Jain30 Nov 176.34 Yr.

Data below for SBI Large and Midcap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services20.26%
Consumer Cyclical16.16%
Industrials13.14%
Basic Materials11.63%
Health Care10.64%
Technology9.71%
Consumer Defensive5.47%
Energy4.65%
Communication Services1.78%
Utility1.27%
Asset Allocation
Asset ClassValue
Cash5.29%
Equity94.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK
4%₹941 Cr6,500,000
↑ 900,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹921 Cr3,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹809 Cr7,400,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN
3%₹624 Cr8,300,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | 541729
3%₹602 Cr1,604,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 20 | SUNPHARMA
2%₹470 Cr2,900,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 533398
2%₹456 Cr3,082,145
↑ 184,844
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 24 | TCS
2%₹444 Cr1,145,000
↑ 1,145,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 532234
2%₹442 Cr28,995,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
2%₹434 Cr2,900,000

4. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 11 in Sectoral category.  Return for 2023 was 29.9% , 2022 was 13.9% and 2021 was 35.6% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (17 May 24) ₹286.008 ↑ 1.53   (0.54 %)
Net Assets (Cr) ₹2,165 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 2.63
Information Ratio 0.44
Alpha Ratio 7.31
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,899
30 Apr 21₹12,060
30 Apr 22₹16,374
30 Apr 23₹18,006
30 Apr 24₹24,486

SBI Consumption Opportunities 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 SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.5%
3 Month 5.7%
6 Month 14.5%
1 Year 32.9%
3 Year 25.8%
5 Year 20.9%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.9%
2022 13.9%
2021 35.6%
2020 13.9%
2019 0.1%
2018 -2%
2017 53.1%
2016 2.4%
2015 5.3%
2014 30.9%
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Pradeep Kesavan1 Apr 240 Yr.
Ashit Desai1 Apr 240 Yr.

Data below for SBI Consumption Opportunities Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical43.09%
Consumer Defensive30.73%
Industrials14.13%
Communication Services7.48%
Asset Allocation
Asset ClassValue
Cash4.58%
Equity95.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
6%₹113 Cr920,000
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167
5%₹100 Cr1,010,998
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹94 Cr2,200,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532977
5%₹91 Cr99,769
↓ -1,231
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 500840
3%₹70 Cr1,550,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Apr 21 | PGHH
3%₹64 Cr38,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 532432
3%₹64 Cr560,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
3%₹63 Cr1,411,850
↑ 111,850
Blue Star Ltd (Industrials)
Equity, Since 30 Sep 21 | BLUESTARCO
3%₹60 Cr470,000
↓ -90,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
3%₹59 Cr630,464

5. SBI Magnum Multicap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 9 in Multi Cap category.  Return for 2023 was 22.8% , 2022 was 0.7% and 2021 was 30.8% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (17 May 24) ₹100.592 ↑ 0.74   (0.74 %)
Net Assets (Cr) ₹20,784 on 30 Apr 24
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 2.1
Information Ratio -1.06
Alpha Ratio -3.26
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,523
30 Apr 21₹12,863
30 Apr 22₹15,148
30 Apr 23₹15,770
30 Apr 24₹20,403

SBI Magnum Multicap Fund SIP Returns

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

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3.3%
3 Month 4.9%
6 Month 16.1%
1 Year 27.9%
3 Year 16%
5 Year 16.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.8%
2022 0.7%
2021 30.8%
2020 13.6%
2019 11%
2018 -5.5%
2017 37%
2016 5.8%
2015 9.8%
2014 56%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
R. Srinivasan1 Jan 222.25 Yr.
Pradeep Kesavan31 Dec 230.25 Yr.

Data below for SBI Magnum Multicap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services27.59%
Consumer Cyclical14.96%
Industrials11.85%
Technology8.01%
Energy7.59%
Basic Materials5.89%
Consumer Defensive5.85%
Health Care5.31%
Communication Services4.68%
Utility3.02%
Real Estate1.02%
Asset Allocation
Asset ClassValue
Cash4.23%
Equity95.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
6%₹1,231 Cr4,143,270
↑ 600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
6%₹1,155 Cr10,560,055
↓ -3,550,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK
5%₹1,101 Cr6,164,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
4%₹723 Cr4,825,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
3%₹590 Cr4,075,354
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jan 24 | CTSH
3%₹550 Cr900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
2%₹478 Cr1,271,034
↓ -270,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
2%₹461 Cr3,750,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
2%₹455 Cr2,370,000
Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 31 Aug 21 | 543334
2%₹389 Cr12,710,062

6. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 9 in Large Cap category.  Return for 2023 was 22.6% , 2022 was 4.4% and 2021 was 26.1% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (17 May 24) ₹82.0646 ↑ 0.40   (0.49 %)
Net Assets (Cr) ₹45,411 on 30 Apr 24
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 1.62
Information Ratio -0.66
Alpha Ratio -3.41
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,607
30 Apr 21₹12,977
30 Apr 22₹15,058
30 Apr 23₹16,429
30 Apr 24₹20,562

SBI Bluechip 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 SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 3%
3 Month 5.9%
6 Month 14.1%
1 Year 24.4%
3 Year 16.3%
5 Year 16.4%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.6%
2022 4.4%
2021 26.1%
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Saurabh Pant1 Apr 240 Yr.
Pradeep Kesavan1 Apr 240 Yr.

Data below for SBI Bluechip Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services29.17%
Consumer Cyclical16.99%
Industrials11.33%
Consumer Defensive10.53%
Health Care7.66%
Basic Materials6.26%
Technology4.94%
Energy4.37%
Real Estate2.67%
Communication Services2.31%
Asset Allocation
Asset ClassValue
Cash3.76%
Equity96.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
8%₹3,620 Cr25,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹3,504 Cr32,053,104
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
6%₹2,792 Cr7,417,268
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹2,155 Cr50,300,000
↑ 1,300,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 22 | 500034
5%₹2,040 Cr2,815,833
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹1,893 Cr6,370,915
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
4%₹1,783 Cr11,900,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 500825
3%₹1,278 Cr2,601,838
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
3%₹1,159 Cr6,490,470
↑ 1,800,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532827
2%₹1,092 Cr317,000

7. SBI Infrastructure Fund

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.

SBI Infrastructure Fund is a Equity - Sectoral fund was launched on 6 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 9.8% since its launch.  Ranked 18 in Sectoral category.  Return for 2023 was 49.7% , 2022 was 9.3% and 2021 was 48.3% .

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund
Growth
Launch Date 6 Jul 07
NAV (17 May 24) ₹48.0948 ↑ 0.62   (1.30 %)
Net Assets (Cr) ₹2,794 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 4.71
Information Ratio 0.76
Alpha Ratio 21.07
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,422
30 Apr 21₹12,828
30 Apr 22₹16,778
30 Apr 23₹18,919
30 Apr 24₹31,662

SBI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for SBI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 4%
3 Month 9%
6 Month 28.1%
1 Year 65.4%
3 Year 33.4%
5 Year 26.9%
10 Year
15 Year
Since launch 9.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 49.7%
2022 9.3%
2021 48.3%
2020 8.2%
2019 10.2%
2018 -18.1%
2017 41.7%
2016 9.3%
2015 2.7%
2014 48.1%
Fund Manager information for SBI Infrastructure Fund
NameSinceTenure
Mohit Jain30 Nov 176.34 Yr.
Bhavin Vithlani1 Jan 222.25 Yr.

Data below for SBI Infrastructure Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials27.71%
Basic Materials16.79%
Financial Services15.27%
Energy10.77%
Utility7.53%
Communication Services6.57%
Consumer Cyclical6.31%
Real Estate1.49%
Asset Allocation
Asset ClassValue
Cash7.57%
Equity92.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE
10%₹238 Cr800,000
↑ 100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL
7%₹160 Cr1,300,000
↑ 200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹120 Cr320,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 500387
5%₹116 Cr45,000
↑ 9,000
Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 532779
4%₹95 Cr700,000
↓ -200,000
National Highways Infra Trust Units (Financial Services)
Equity, Since 31 Oct 22 | 543385
3%₹81 Cr6,427,380
↑ 4,027,380
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
3%₹74 Cr600,000
↑ 59,109
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | 532215
3%₹73 Cr700,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | GRASIM
3%₹69 Cr300,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | ULTRACEMCO
3%₹68 Cr70,000

8. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 48 in Contra category.  Return for 2023 was 38.2% , 2022 was 12.8% and 2021 was 49.9% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (17 May 24) ₹354.341 ↑ 2.98   (0.85 %)
Net Assets (Cr) ₹29,586 on 30 Apr 24
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.92
Sharpe Ratio 3.13
Information Ratio 1.97
Alpha Ratio 7.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,663
30 Apr 21₹13,868
30 Apr 22₹18,423
30 Apr 23₹21,160
30 Apr 24₹31,690

SBI Contra 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 SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 2.7%
3 Month 5.2%
6 Month 23.6%
1 Year 47.9%
3 Year 30.2%
5 Year 27.7%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.2%
2022 12.8%
2021 49.9%
2020 30.6%
2019 -1%
2018 -14.3%
2017 40.2%
2016 2.4%
2015 -0.1%
2014 47.7%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 185.91 Yr.
Mohit Jain5 May 185.91 Yr.

Data below for SBI Contra Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services19.79%
Basic Materials10.25%
Industrials9.74%
Consumer Cyclical9.6%
Health Care8.09%
Utility7.67%
Technology6.77%
Energy6.52%
Consumer Defensive1.99%
Communication Services1.58%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash16.43%
Equity82.64%
Debt0.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
3%₹771 Cr10,254,269
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
3%₹760 Cr5,247,072
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
3%₹745 Cr41,173,788
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 28 Feb 23 | CTSH
2%₹605 Cr990,530
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
2%₹577 Cr5,281,550
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 532779
2%₹522 Cr3,841,277
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL
2%₹520 Cr33,345,525
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 19 | 532215
2%₹514 Cr4,904,255
91 DTB 02052024
Sovereign Bonds | -
2%₹497 Cr50,000,000
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
2%₹493 Cr4,040,000

9. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 28 in Mid Cap category.  Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (17 May 24) ₹215.408 ↑ 2.36   (1.11 %)
Net Assets (Cr) ₹17,910 on 30 Apr 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.94
Information Ratio -0.6
Alpha Ratio 1.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,195
30 Apr 21₹15,072
30 Apr 22₹19,385
30 Apr 23₹20,670
30 Apr 24₹29,053

SBI Magnum Mid 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Magnum Mid 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 17 May 24

DurationReturns
1 Month 4.1%
3 Month 7.6%
6 Month 17.4%
1 Year 37.9%
3 Year 25.2%
5 Year 25.3%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Bhavin Vithlani1 Apr 240 Yr.
Pradeep Kesavan1 Apr 240 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical28.05%
Financial Services17.04%
Industrials13.93%
Basic Materials9.02%
Health Care8.31%
Real Estate4.57%
Utility4.16%
Consumer Defensive3.09%
Communication Services2.04%
Technology1.63%
Asset Allocation
Asset ClassValue
Cash8.15%
Equity91.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | 500092
4%₹707 Cr1,395,281
↓ -4,719
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
4%₹702 Cr5,169,750
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
4%₹634 Cr1,511,202
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹617 Cr1,490,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | 540762
3%₹523 Cr1,400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 500850
3%₹513 Cr8,682,397
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹456 Cr1,623,740
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | 543220
3%₹451 Cr5,500,000
↑ 1,000,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 532889
3%₹438 Cr5,260,011
↑ 984,735
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 500034
3%₹435 Cr600,000
↑ 200,000

10. SBI Magnum Equity ESG Fund

(Erstwhile SBI Magnum Equity Fund)

To provide the investor long-term capital appreciation by investing in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities and the balance in debt and money market instruments.

SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 47 in Sectoral category.  Return for 2023 was 24.6% , 2022 was -2.3% and 2021 was 30.3% .

Below is the key information for SBI Magnum Equity ESG Fund

SBI Magnum Equity ESG Fund
Growth
Launch Date 27 Nov 06
NAV (17 May 24) ₹217.32 ↑ 0.90   (0.41 %)
Net Assets (Cr) ₹5,422 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 1.96
Information Ratio 0.01
Alpha Ratio -1.22
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,628
30 Apr 21₹12,750
30 Apr 22₹14,833
30 Apr 23₹15,399
30 Apr 24₹20,081

SBI Magnum Equity ESG 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 SBI Magnum Equity ESG Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 4.8%
3 Month 6.6%
6 Month 16.2%
1 Year 29.4%
3 Year 16.7%
5 Year 16%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.6%
2022 -2.3%
2021 30.3%
2020 13.5%
2019 14.8%
2018 3.3%
2017 24.1%
2016 4.5%
2015 2.4%
2014 42.6%
Fund Manager information for SBI Magnum Equity ESG Fund
NameSinceTenure
Rohit Shimpi1 Jan 222.25 Yr.
Mohit Jain30 Nov 176.34 Yr.

Data below for SBI Magnum Equity ESG Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services31.07%
Technology17.65%
Consumer Cyclical16.49%
Industrials14.65%
Basic Materials5.97%
Consumer Defensive3.95%
Energy1.88%
Health Care1.56%
Utility1.5%
Real Estate1.13%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK
7%₹408 Cr3,735,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY
7%₹405 Cr2,701,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
7%₹382 Cr2,637,400
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
6%₹329 Cr3,140,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
5%₹302 Cr801,709
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI
4%₹235 Cr186,500
↑ 95,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS
4%₹225 Cr581,034
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | ULTRACEMCO
4%₹223 Cr229,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 09 | SBIN
4%₹211 Cr2,800,000
ABB India Ltd (Industrials)
Equity, Since 31 Jan 21 | 500002
3%₹170 Cr268,000
↓ -95,000

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो आपका एसआईपी निवेश कैसे बढ़ेगा? 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!

एसबीआई म्यूचुअल फंड एसआईपी ऑनलाइन में निवेश कैसे करें?

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एसबीआई के साथ अपने लक्ष्य की योजना बनाएंम्यूचुअल फंड्स, उन तक पहुंचने के लिए SIP का उपयोग करें!

पूछे जाने वाले प्रश्न

1. मैं एसआईपी में कब निवेश कर सकता हूं?

ए: SIP में निवेश शुरू करने का कोई निश्चित समय नहीं होता है। आप साल में कभी भी अपना निवेश शुरू कर सकते हैं। इसलिए, अपने वित्त का मूल्यांकन शुरू करें, और सुनिश्चित करें कि आप किसी विशेष समय पर निवेश करने के लिए तैयार हैं।

2. क्या मुझे एसआईपी में निवेश करते समय लंबी अवधि के लक्ष्यों को ध्यान में रखना चाहिए?

ए: आदर्श रूप से, एसआईपी आपके दीर्घकालिक लक्ष्यों का हिस्सा होना चाहिए। प्राथमिक कारण अधिक विस्तारित अवधि है, कम अवधि की तुलना में बेहतर रिटर्न देने की संभावना है।

3. म्यूचुअल फंड में कंपाउंडिंग की शक्ति क्या है?

ए: जब आप म्यूचुअल फंड में नियमित रूप से निवेश करते हैं, तो आप चक्रवृद्धि ब्याज अर्जित करते हैं, न कि केवल निवेश की गई मूल राशि पर ब्याज। इसकी गणना चक्रवृद्धि वार्षिक वृद्धि दर के रूप में की जाती है यासीएजीआर. लंबी अवधि में, चक्रवृद्धि प्रभाव आपके निवेश को कई गुना बढ़ा देता है। दूसरे शब्दों में, चक्रवृद्धि प्रभाव की मदद से, आप एसआईपी निवेश पर जो रिटर्न कमाते हैं, वह भी रिटर्न देता है।

4. मुझे SBI SIP में निवेश करने पर विचार क्यों करना चाहिए?

ए: SBI SIP में निवेश करने का प्राथमिक कारण यह है कि इसमें प्रवेश का बिंदु कम है। आप किसी भी उपयुक्त एसआईपी में न्यूनतम 500 रुपये के निवेश के साथ निवेश शुरू कर सकते हैं। यह एसबीआई एसआईपी को निवेश करने में सबसे आसान बनाता है, खासकर यदि आप एसआईपी में निवेश शुरू करना चाहते हैं।

5. क्या SBI कई SIP ऑफर करता है?

ए: हां, यदि आप एसआईपी में निवेश के संबंध में कई विकल्प रखना चाहते हैं, तो एसबीआई सबसे विश्वसनीय और सर्वश्रेष्ठ बैंकों में से एक साबित हो सकता है। आप एसबीआई लार्ज में निवेश करना चुन सकते हैं औरमध्यम दर्जे की कंपनियों के शेयर एसआईपी, जहां आप बड़े और मध्यम आकार की पूंजी के इक्विटी शेयरों में अपने निवेश में विविधता ला सकते हैं। यह आपको निवेश पर अच्छे रिटर्न का आश्वासन देगा। लेकिन, अगर आप चाहते हैंSIP में निवेश करें हेल्थकेयर इक्विटी के आधार पर, एसबीआई हेल्थकेयर अपॉर्चुनिटीज फन में निवेश करने पर विचार करें, जिन्होंने का मजबूत रिटर्न दिखाया है14.3% इसकी शुरूआत के बाद से।

6. रुपये की औसत लागत क्या है?

ए: रुपये की औसत लागत न केवल व्यक्तियों को एसआईपी में निवेश करने के लिए प्रोत्साहित करती है, बल्कि उन्हें बाजार की अस्थिरता का लाभ उठाने की अनुमति देती है। यदि एसबीआई एसआईपी का एनएवी नीचे है, तो एक के रूप मेंइन्वेस्टर, आप से अधिक इकाइयाँ प्राप्त करेंगेबैंक, और यदि एसआईपी का एनएवी ऊपर है, तो आपको कम इकाइयाँ मिलेंगी। किसी भी तरह, आप लाभ के लिए खड़े होंगे।

7. क्या मुझे 5 लाख रुपये का रिटर्न पाने के लिए एसबीआई एसआईपी में औसतन कितना निवेश करना चाहिए?

ए: यदि आप 5 साल के लिए एसबीआई एसआईपी में निवेश करते हैं, तो आपको प्रति माह 6403.00 रुपये की राशि का निवेश करने पर विचार करना चाहिए, जो 10% की अपेक्षित वापसी है। यदि अपेक्षित रिटर्न बढ़ता है, तो मासिक निवेश राशि घट जाती है।

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Mukesh kumar, posted on 19 Aug 21 3:06 PM

Very nice a lots

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