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Table of Contents
- SBI म्यूचुअल फंड SIP में निवेश क्यों करें?
- बेस्ट एसबीआई म्यूचुअल फंड एसआईपी इक्विटी फंड में निवेश करने के लिए
- एसआईपी निवेश कैसे बढ़ता है?
- एसबीआई म्यूचुअल फंड एसआईपी ऑनलाइन में निवेश कैसे करें?
- पूछे जाने वाले प्रश्न
- 1. मैं एसआईपी में कब निवेश कर सकता हूं?
- 2. क्या मुझे एसआईपी में निवेश करते समय लंबी अवधि के लक्ष्यों को ध्यान में रखना चाहिए?
- 3. म्यूचुअल फंड में कंपाउंडिंग की शक्ति क्या है?
- 4. मुझे SBI SIP में निवेश करने पर विचार क्यों करना चाहिए?
- 5. क्या SBI कई SIP ऑफर करता है?
- 6. रुपये की औसत लागत क्या है?
- 7. क्या मुझे 5 लाख रुपये का रिटर्न पाने के लिए एसबीआई एसआईपी में औसतन कितना निवेश करना चाहिए?
Top 10 Funds
10 सर्वश्रेष्ठ एसबीआई एमएफ एसआईपी फंड 2022
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.
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?
एसबीआई एमएफ के साथ एक व्यवस्थित निवेश योजना के लिए बड़ी राशि की आवश्यकता नहीं हैनिवेश क्योंकि शुरुआती राशि 500 रुपये जितनी कम है।
एसबीआई एसआईपी म्यूचुअल फंड कम उम्र से बचत की आदत बनाने के लिए प्रोत्साहित करता है
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।
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
(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 Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (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 Below is the key information for SBI Large and Midcap Fund Returns up to 1 year are on (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 Below is the key information for SBI Bluechip Fund Returns up to 1 year are on (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 Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on 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 Below is the key information for SBI Magnum Multicap Fund Returns up to 1 year are on 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 Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on (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 Below is the key information for SBI Magnum Equity ESG Fund Returns up to 1 year are on 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 Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for SBI Contra Fund Returns up to 1 year are on 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 Below is the key information for SBI Infrastructure Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Since launch (%) SBI PSU Fund Growth ₹31.5714
↑ 0.27 ₹4,789 500 15.5 2.8 0.8 35.4 33 23.5 8 SBI Magnum Tax Gain Fund Growth ₹431.507
↑ 1.18 ₹27,730 500 8.2 3.1 10.6 28.7 30.5 27.7 12.4 SBI Infrastructure Fund Growth ₹49.4959
↑ 0.12 ₹4,681 500 11.1 0.5 4.2 28.2 32.3 20.8 9.4 SBI Healthcare Opportunities Fund Growth ₹418.188
↑ 2.40 ₹3,611 500 5.7 1.2 20.7 27.4 24.9 42.2 15.5 SBI Contra Fund Growth ₹378.213
↑ 3.54 ₹42,220 500 7.3 1.9 8.1 25.6 36.3 18.8 15.1 SBI Banking & Financial Services Fund Growth ₹40.8058
↑ 0.09 ₹7,111 500 12 9.9 19 22.8 25.4 19.6 14.8 SBI Magnum Mid Cap Fund Growth ₹232.77
↑ 1.25 ₹20,890 500 9.9 2.1 9.3 21.4 32.5 20.3 16.9 SBI Large and Midcap Fund Growth ₹600.339
↑ 4.87 ₹29,416 500 8.5 2.9 12.7 21.3 28 18 17.6 SBI Consumption Opportunities Fund Growth ₹310.591
↑ 1.26 ₹2,904 500 7.1 -1.8 9.2 19.8 29.3 22.8 15.9 SBI Small Cap Fund Growth ₹166.76
↑ 0.68 ₹30,829 500 9.5 -3.1 3.8 19.5 31 24.1 19.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25 1. SBI Small Cap Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 4 in Small Cap category. Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (16 May 25) ₹166.76 ↑ 0.68 (0.41 %) Net Assets (Cr) ₹30,829 on 31 Mar 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.03 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹18,114 30 Apr 22 ₹23,066 30 Apr 23 ₹24,931 30 Apr 24 ₹35,217 30 Apr 25 ₹34,982 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 4.2% 3 Month 9.5% 6 Month -3.1% 1 Year 3.8% 3 Year 19.5% 5 Year 31% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.1% 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% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.46 Yr. Mohan Lal 1 May 24 1 Yr. Data below for SBI Small Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 24.3% Consumer Cyclical 18.06% Financial Services 12.76% Basic Materials 12.56% Consumer Defensive 4.4% Health Care 2.55% Communication Services 1.46% Real Estate 1.43% Technology 1.26% Utility 0.2% Asset Allocation
Asset Class Value Cash 20.27% Equity 79.73% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹913 Cr 89,318,180 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹906 Cr 3,300,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433083% ₹810 Cr 12,323,990 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹769 Cr 9,716,991 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL2% ₹768 Cr 7,900,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹768 Cr 7,700,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹762 Cr 9,324,049 SBI Liquid Dir Gr
Investment Fund | -2% ₹759 Cr 1,860,041 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹736 Cr 41,665,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG2% ₹732 Cr 3,928,227 2. SBI Large and Midcap Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 20 in Large & Mid Cap category. Return for 2024 was 18% , 2023 was 26.8% and 2022 was 7.3% . SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (15 May 25) ₹600.339 ↑ 4.87 (0.82 %) Net Assets (Cr) ₹29,416 on 31 Mar 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.34 Information Ratio -0.1 Alpha Ratio 3.43 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,578 30 Apr 22 ₹19,753 30 Apr 23 ₹21,376 30 Apr 24 ₹28,716 30 Apr 25 ₹31,191 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.8% 3 Month 8.5% 6 Month 2.9% 1 Year 12.7% 3 Year 21.3% 5 Year 28% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 18% 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% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Saurabh Pant 10 Sep 16 8.64 Yr. Data below for SBI Large and Midcap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 28.71% Consumer Cyclical 13.42% Basic Materials 12.89% Health Care 9.99% Industrials 9.36% Technology 7.12% Consumer Defensive 5.68% Energy 3.54% Utility 2.36% Communication Services 1.88% Asset Allocation
Asset Class Value Cash 5.06% Equity 94.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK8% ₹2,533 Cr 13,157,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK4% ₹1,237 Cr 5,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322154% ₹1,090 Cr 9,200,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹1,068 Cr 7,600,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN3% ₹907 Cr 11,500,000
↑ 2,300,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 5003873% ₹862 Cr 290,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹836 Cr 1,910,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹834 Cr 5,843,873 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹824 Cr 274,878 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 22 | ALKEM3% ₹755 Cr 1,476,712 3. SBI Bluechip Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 9 in Large Cap category. Return for 2024 was 12.5% , 2023 was 22.6% and 2022 was 4.4% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (16 May 25) ₹91.499 ↑ 0.27 (0.29 %) Net Assets (Cr) ₹49,394 on 31 Mar 25 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.59 Sharpe Ratio 0.15 Information Ratio -0.05 Alpha Ratio 1.22 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,077 30 Apr 22 ₹17,495 30 Apr 23 ₹19,088 30 Apr 24 ₹23,890 30 Apr 25 ₹26,256 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.1% 3 Month 9.1% 6 Month 5% 1 Year 12% 3 Year 18.2% 5 Year 23.6% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.5% 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% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Saurabh Pant 1 Apr 24 1.08 Yr. Pradeep Kesavan 1 Apr 24 1.08 Yr. Data below for SBI Bluechip Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35% Consumer Cyclical 10.62% Energy 7.99% Consumer Defensive 7.89% Technology 7.75% Industrials 7.27% Health Care 6.3% Basic Materials 5.28% Communication Services 3% Real Estate 1.19% Utility 0.97% Asset Allocation
Asset Class Value Cash 6.74% Equity 93.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK10% ₹4,947 Cr 25,700,000
↓ -1,955,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK8% ₹4,138 Cr 29,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE8% ₹4,075 Cr 29,000,000
↑ 7,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹2,472 Cr 7,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK5% ₹2,326 Cr 10,535,011
↑ 1,335,011 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY4% ₹2,055 Cr 13,700,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | EICHERMOT3% ₹1,715 Cr 3,080,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 5008253% ₹1,672 Cr 3,073,593 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹1,663 Cr 2,731,710 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322153% ₹1,629 Cr 13,750,000
↑ 2,750,000 4. SBI Consumption Opportunities Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 11 in Sectoral category. Return for 2024 was 22.8% , 2023 was 29.9% and 2022 was 13.9% . SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (16 May 25) ₹310.591 ↑ 1.26 (0.41 %) Net Assets (Cr) ₹2,904 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 0.18 Information Ratio -0.17 Alpha Ratio 1.94 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,268 30 Apr 22 ₹20,731 30 Apr 23 ₹22,796 30 Apr 24 ₹31,000 30 Apr 25 ₹32,834 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 2.8% 3 Month 7.1% 6 Month -1.8% 1 Year 9.2% 3 Year 19.8% 5 Year 29.3% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.8% 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% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.08 Yr. Ashit Desai 1 Apr 24 1.08 Yr. Data below for SBI Consumption Opportunities Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 48.97% Consumer Defensive 31.71% Industrials 6.35% Communication Services 5.11% Basic Materials 4.22% Asset Allocation
Asset Class Value Cash 3.63% Equity 96.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹155 Cr 830,000
↓ -90,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI5% ₹153 Cr 125,000
↑ 35,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD5% ₹153 Cr 2,136,850 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹133 Cr 244,000 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141674% ₹131 Cr 906,823
↓ -102,742 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹128 Cr 2,350,172 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹127 Cr 588,029 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR4% ₹123 Cr 525,000
↑ 50,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹117 Cr 2,750,000
↑ 300,000 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | COLPAL4% ₹110 Cr 425,000
↑ 75,000 5. SBI Magnum Multicap Fund
CAGR/Annualized return of since its launch. Ranked 9 in Multi Cap category. Return for 2024 was 14.2% , 2023 was 22.8% and 2022 was 0.7% . SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (15 May 25) ₹106.811 ↑ 1.12 (1.06 %) Net Assets (Cr) ₹21,035 on 31 Mar 25 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.06 Information Ratio -1 Alpha Ratio -1.21 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,092 30 Apr 22 ₹17,772 30 Apr 23 ₹18,503 30 Apr 24 ₹23,938 30 Apr 25 ₹24,971 Returns for SBI Magnum Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.6% 3 Month 5.5% 6 Month 1.8% 1 Year 8.1% 3 Year 15.8% 5 Year 22.5% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 14.2% 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% Fund Manager information for SBI Magnum Multicap Fund
Name Since Tenure Anup Upadhyay 1 Dec 24 0.41 Yr. Dinesh Balachandran 1 Dec 24 0.41 Yr. Data below for SBI Magnum Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 38.84% Consumer Cyclical 14.03% Industrials 8.5% Basic Materials 7.58% Communication Services 6.63% Energy 6.09% Technology 4.54% Consumer Defensive 2.94% Utility 2.1% Health Care 2.03% Asset Allocation
Asset Class Value Cash 6.72% Equity 93.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK10% ₹2,133 Cr 14,944,355
↓ -360,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK8% ₹1,808 Cr 9,389,654
↑ 3,673,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK7% ₹1,599 Cr 7,239,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE6% ₹1,319 Cr 9,384,540
↑ 1,568,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL4% ₹834 Cr 4,470,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹826 Cr 674,058 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M3% ₹744 Cr 2,540,154 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹709 Cr 821,585 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5333983% ₹672 Cr 3,095,044 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 25 | INDIGO3% ₹566 Cr 1,078,166 6. SBI Magnum COMMA Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 9 in Sectoral category. Return for 2024 was 10.5% , 2023 was 32.3% and 2022 was -6.6% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (16 May 25) ₹102.082 ↑ 0.26 (0.25 %) Net Assets (Cr) ₹624 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio -0.02 Information Ratio -0.44 Alpha Ratio 1.59 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹18,207 30 Apr 22 ₹21,850 30 Apr 23 ₹19,987 30 Apr 24 ₹29,756 30 Apr 25 ₹29,460 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7.1% 3 Month 15.3% 6 Month 4.9% 1 Year 5.9% 3 Year 17.2% 5 Year 26.9% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 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% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 0.91 Yr. Data below for SBI Magnum COMMA Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Basic Materials 48.33% Energy 28.84% Utility 9.68% Consumer Defensive 7.86% Consumer Cyclical 4.47% Asset Allocation
Asset Class Value Cash 0.82% Equity 99.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE9% ₹60 Cr 424,732 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL8% ₹53 Cr 3,776,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325386% ₹40 Cr 34,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003125% ₹34 Cr 1,400,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹33 Cr 2,070,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328984% ₹29 Cr 930,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002954% ₹28 Cr 675,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5001014% ₹28 Cr 760,000 Indian Oil Corp Ltd (Energy)
Equity, Since 29 Feb 24 | IOC4% ₹26 Cr 1,900,000
↑ 900,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL4% ₹25 Cr 425,000 7. SBI Magnum Equity ESG Fund
CAGR/Annualized return of 9.7% since its launch. Ranked 47 in Sectoral category. Return for 2024 was 12.1% , 2023 was 24.6% and 2022 was -2.3% . SBI Magnum Equity ESG Fund
Growth Launch Date 27 Nov 06 NAV (16 May 25) ₹237.517 ↑ 0.85 (0.36 %) Net Assets (Cr) ₹5,433 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.13 Information Ratio 0 Alpha Ratio 1.7 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,778 30 Apr 22 ₹17,192 30 Apr 23 ₹17,848 30 Apr 24 ₹23,275 30 Apr 25 ₹25,058 Returns for SBI Magnum Equity ESG Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.8% 3 Month 8.3% 6 Month 3.2% 1 Year 9.7% 3 Year 17.7% 5 Year 22.6% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.1% 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% Fund Manager information for SBI Magnum Equity ESG Fund
Name Since Tenure Rohit Shimpi 1 Jan 22 3.33 Yr. Data below for SBI Magnum Equity ESG Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 36.35% Consumer Cyclical 15.56% Technology 13.44% Industrials 12.74% Basic Materials 5.56% Health Care 3.73% Energy 3.58% Consumer Defensive 3.23% Utility 1.66% Real Estate 1.09% Asset Allocation
Asset Class Value Cash 3.05% Equity 96.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK10% ₹533 Cr 2,767,400 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK8% ₹469 Cr 3,285,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY5% ₹287 Cr 1,911,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹271 Cr 2,290,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹244 Cr 731,709 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK4% ₹228 Cr 1,033,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 5325384% ₹204 Cr 175,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS4% ₹201 Cr 581,034 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI4% ₹200 Cr 163,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE4% ₹199 Cr 1,415,000 8. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 28 in Mid Cap category. Return for 2024 was 20.3% , 2023 was 34.5% and 2022 was 3% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (16 May 25) ₹232.77 ↑ 1.25 (0.54 %) Net Assets (Cr) ₹20,890 on 31 Mar 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.17 Information Ratio -0.56 Alpha Ratio 0.33 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹18,391 30 Apr 22 ₹23,654 30 Apr 23 ₹25,223 30 Apr 24 ₹35,452 30 Apr 25 ₹37,599 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 4.9% 3 Month 9.9% 6 Month 2.1% 1 Year 9.3% 3 Year 21.4% 5 Year 32.5% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 1.08 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.25% Financial Services 19.55% Health Care 13.27% Basic Materials 11.07% Industrials 10.78% Technology 4.79% Consumer Defensive 4.4% Real Estate 3.98% Utility 3.36% Communication Services 1.9% Energy 1.32% Asset Allocation
Asset Class Value Cash 5.31% Equity 94.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN4% ₹783 Cr 1,490,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹723 Cr 4,700,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹712 Cr 1,600,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5000343% ₹691 Cr 800,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹668 Cr 225,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 Dec 24 | TATAELXSI3% ₹605 Cr 1,050,000
↑ 400,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹604 Cr 5,500,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹556 Cr 1,600,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD2% ₹537 Cr 7,501,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹531 Cr 27,000,000 9. SBI Contra Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 48 in Contra category. Return for 2024 was 18.8% , 2023 was 38.2% and 2022 was 12.8% . SBI Contra Fund
Growth Launch Date 6 May 05 NAV (15 May 25) ₹378.213 ↑ 3.54 (0.94 %) Net Assets (Cr) ₹42,220 on 31 Mar 25 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.07 Information Ratio 1.73 Alpha Ratio 0.22 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹18,096 30 Apr 22 ₹24,040 30 Apr 23 ₹27,612 30 Apr 24 ₹41,353 30 Apr 25 ₹43,228 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.9% 3 Month 7.3% 6 Month 1.9% 1 Year 8.1% 3 Year 25.6% 5 Year 36.3% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 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% Fund Manager information for SBI Contra Fund
Name Since Tenure Dinesh Balachandran 7 May 18 6.99 Yr. Pradeep Kesavan 1 Dec 23 1.41 Yr. Data below for SBI Contra Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 22.87% Energy 9.37% Basic Materials 7.12% Health Care 7.02% Consumer Cyclical 6.52% Technology 6.11% Consumer Defensive 5.48% Utility 5.17% Industrials 3.57% Communication Services 3.18% Real Estate 1.32% Asset Allocation
Asset Class Value Cash 22.04% Equity 77.73% Debt 0.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK9% ₹3,893 Cr 20,224,629 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE6% ₹2,770 Cr 19,717,567
↑ 5,689,317 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK3% ₹1,414 Cr 6,405,768 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC3% ₹1,140 Cr 26,766,741
↑ 10,000,000 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321552% ₹983 Cr 51,993,788 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 5327792% ₹949 Cr 6,163,300 Punjab National Bank (Financial Services)
Equity, Since 30 Sep 22 | 5324612% ₹846 Cr 84,411,174
↑ 15,185,733 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | 5000962% ₹831 Cr 17,046,663 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348162% ₹812 Cr 19,886,692 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK2% ₹754 Cr 5,281,550 10. SBI Infrastructure Fund
CAGR/Annualized return of 9.4% since its launch. Ranked 18 in Sectoral category. Return for 2024 was 20.8% , 2023 was 49.7% and 2022 was 9.3% . SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (16 May 25) ₹49.4959 ↑ 0.12 (0.25 %) Net Assets (Cr) ₹4,681 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 2.21 Sharpe Ratio -0.15 Information Ratio 0.36 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,232 30 Apr 22 ₹19,922 30 Apr 23 ₹22,464 30 Apr 24 ₹37,595 30 Apr 25 ₹37,502 Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.8% 3 Month 11.1% 6 Month 0.5% 1 Year 4.2% 3 Year 28.2% 5 Year 32.3% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.8% 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% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Bhavin Vithlani 1 Jan 22 3.33 Yr. Data below for SBI Infrastructure Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 28.21% Financial Services 15.21% Energy 13.5% Basic Materials 13.05% Communication Services 9.93% Utility 7.14% Real Estate 4.74% Consumer Cyclical 2.7% Asset Allocation
Asset Class Value Cash 5.51% Equity 94.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE11% ₹534 Cr 3,800,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT8% ₹368 Cr 1,100,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 5003876% ₹297 Cr 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL6% ₹280 Cr 1,500,000 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 24 | IEX5% ₹266 Cr 14,000,000 Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 5327794% ₹215 Cr 1,398,603 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348164% ₹204 Cr 5,000,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 5325384% ₹175 Cr 150,000
↑ 50,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | 5060763% ₹169 Cr 1,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | HDFCBANK3% ₹166 Cr 860,000
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।
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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Very nice a lots