Table of Contents
Top 10 Funds
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।
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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(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 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 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 (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 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 (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 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 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 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 (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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Since launch (%) SBI PSU Fund Growth ₹31.8334
↑ 0.01 ₹1,876 500 10.7 62.3 95.8 42.7 25.4 54 8.7 SBI Infrastructure Fund Growth ₹47.6122
↓ -0.34 ₹2,432 500 9.2 33.8 66.6 34.8 25.8 49.7 9.7 SBI Contra Fund Growth ₹354.853
↑ 1.72 ₹26,777 500 7.4 29.8 49.9 31.9 26.2 38.2 17.6 SBI Magnum Tax Gain Fund Growth ₹389.064
↓ -1.90 ₹21,976 500 9.4 34.3 59.7 28.5 22 40 13.5 SBI Consumption Opportunities Fund Growth ₹284.135
↓ -1.69 ₹2,026 500 4.9 17.4 35.1 26.3 19.7 29.9 16.5 SBI Magnum Mid Cap Fund Growth ₹211.374
↓ -0.88 ₹16,856 500 7.7 19.4 39.9 24.3 24.1 34.5 17.3 SBI Small Cap Fund Growth ₹159.507
↓ -1.10 ₹25,435 500 8 20.9 40.2 24.2 25.5 25.3 20.8 SBI Large and Midcap Fund Growth ₹537.804
↑ 1.86 ₹21,270 500 4.5 22 34.4 22.8 19.4 26.8 18 SBI Healthcare Opportunities Fund Growth ₹346.113
↓ -0.40 ₹2,626 500 6 27.5 53.6 17.6 23.4 38.2 15.3 SBI Magnum COMMA Fund Growth ₹97.9435
↓ -0.25 ₹551 500 5.8 30.6 49.3 17.3 22 32.3 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 May 24 1. SBI Small Cap Fund
CAGR/Annualized
return of 20.8% since its launch. Ranked 4 in Small Cap
category. Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (03 May 24) ₹159.507 ↓ -1.10 (-0.69 %) Net Assets (Cr) ₹25,435 on 31 Mar 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 2.67 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 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 Returns for SBI Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 3.9% 3 Month 8% 6 Month 20.9% 1 Year 40.2% 3 Year 24.2% 5 Year 25.5% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Srinivasan 16 Nov 13 10.38 Yr. Mohit Jain 30 Nov 17 6.34 Yr. Data below for SBI Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 34.56% Consumer Cyclical 19.35% Financial Services 13.6% Basic Materials 10.8% Consumer Defensive 4.73% Health Care 2% Real Estate 1.63% Communication Services 1.24% Utility 0.63% Asset Allocation
Asset Class Value Cash 11.41% Equity 88.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO5% ₹1,197 Cr 9,400,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 5222874% ₹963 Cr 9,000,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 5423993% ₹858 Cr 9,716,991 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹814 Cr 33,022,214 GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 5222753% ₹714 Cr 8,420,840 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5412333% ₹653 Cr 50,000,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 5133752% ₹627 Cr 4,939,842 Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220742% ₹602 Cr 10,000,000 Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 5336552% ₹587 Cr 10,942,027 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹586 Cr 15,000,000 2. SBI Magnum COMMA Fund
CAGR/Annualized
return of 13% since its launch. Ranked 9 in Sectoral
category. Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (03 May 24) ₹97.9435 ↓ -0.25 (-0.25 %) Net Assets (Cr) ₹551 on 31 Mar 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 2.32 Information Ratio -0.73 Alpha Ratio 3.7 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 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 Returns for SBI Magnum COMMA Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 4% 3 Month 5.8% 6 Month 30.6% 1 Year 49.3% 3 Year 17.3% 5 Year 22% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Richard D'souza 1 Aug 14 9.67 Yr. Mohit Jain 30 Nov 17 6.34 Yr. Data below for SBI Magnum COMMA Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Basic Materials 40.1% Energy 32.79% Utility 11.26% Industrials 4.92% Consumer Defensive 4.52% Consumer Cyclical 3.19% Asset Allocation
Asset Class Value Cash 3.22% Equity 96.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE9% ₹50 Cr 167,366 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL8% ₹43 Cr 2,776,000 NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 5325558% ₹42 Cr 1,253,717 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003127% ₹38 Cr 1,400,000 Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | 5135996% ₹35 Cr 1,263,400 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO6% ₹33 Cr 34,000 Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Jun 23 | 5325085% ₹29 Cr 412,500 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA5% ₹28 Cr 650,000 Antony Waste Handling Cell Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 21 | 5432545% ₹27 Cr 587,000 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | 5331065% ₹27 Cr 450,000
↑ 150,000 3. SBI Consumption Opportunities Fund
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% . SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (03 May 24) ₹284.135 ↓ -1.69 (-0.59 %) Net Assets (Cr) ₹2,026 on 31 Mar 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio 2.62 Information Ratio 0.46 Alpha Ratio 4.3 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 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 Returns for SBI Consumption Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 2.9% 3 Month 4.9% 6 Month 17.4% 1 Year 35.1% 3 Year 26.3% 5 Year 19.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Pradeep Kesavan 1 Apr 24 0 Yr. Ashit Desai 1 Apr 24 0 Yr. Data below for SBI Consumption Opportunities Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 43.09% Consumer Defensive 30.73% Industrials 14.13% Communication Services 7.48% Asset Allocation
Asset Class Value Cash 4.58% Equity 95.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL6% ₹113 Cr 920,000 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141675% ₹100 Cr 1,010,998 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹94 Cr 2,200,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5329775% ₹91 Cr 99,769
↓ -1,231 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5008403% ₹70 Cr 1,550,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Apr 21 | PGHH3% ₹64 Cr 38,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 5324323% ₹64 Cr 560,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD3% ₹63 Cr 1,411,850
↑ 111,850 Blue Star Ltd (Industrials)
Equity, Since 30 Sep 21 | BLUESTARCO3% ₹60 Cr 470,000
↓ -90,000 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 5402033% ₹59 Cr 630,464 4. SBI Large and Midcap Fund
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% . SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (02 May 24) ₹537.804 ↑ 1.86 (0.35 %) Net Assets (Cr) ₹21,270 on 31 Mar 24 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 2.22 Information Ratio -0.11 Alpha Ratio -7.22 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 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 Returns for SBI Large and Midcap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 2.8% 3 Month 4.5% 6 Month 22% 1 Year 34.4% 3 Year 22.8% 5 Year 19.4% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Saurabh Pant 10 Sep 16 7.56 Yr. Mohit Jain 30 Nov 17 6.34 Yr. Data below for SBI Large and Midcap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 20.26% Consumer Cyclical 16.16% Industrials 13.14% Basic Materials 11.63% Health Care 10.64% Technology 9.71% Consumer Defensive 5.47% Energy 4.65% Communication Services 1.78% Utility 1.27% Asset Allocation
Asset Class Value Cash 5.29% Equity 94.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK4% ₹941 Cr 6,500,000
↑ 900,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹921 Cr 3,100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹809 Cr 7,400,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN3% ₹624 Cr 8,300,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | 5417293% ₹602 Cr 1,604,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 20 | SUNPHARMA2% ₹470 Cr 2,900,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5333982% ₹456 Cr 3,082,145
↑ 184,844 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 24 | TCS2% ₹444 Cr 1,145,000
↑ 1,145,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 5322342% ₹442 Cr 28,995,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY2% ₹434 Cr 2,900,000 5. SBI Magnum Multicap Fund
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% . SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (02 May 24) ₹100.335 ↑ 0.27 (0.27 %) Net Assets (Cr) ₹20,283 on 31 Mar 24 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 2.16 Information Ratio -1.08 Alpha Ratio -3.5 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 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 Returns for SBI Magnum Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 2.6% 3 Month 4.5% 6 Month 19.5% 1 Year 29.1% 3 Year 16.7% 5 Year 15.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Srinivasan 1 Jan 22 2.25 Yr. Pradeep Kesavan 31 Dec 23 0.25 Yr. Data below for SBI Magnum Multicap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 27.59% Consumer Cyclical 14.96% Industrials 11.85% Technology 8.01% Energy 7.59% Basic Materials 5.89% Consumer Defensive 5.85% Health Care 5.31% Communication Services 4.68% Utility 3.02% Real Estate 1.02% Asset Allocation
Asset Class Value Cash 4.23% Equity 95.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE6% ₹1,231 Cr 4,143,270
↑ 600,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK6% ₹1,155 Cr 10,560,055
↓ -3,550,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK5% ₹1,101 Cr 6,164,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY4% ₹723 Cr 4,825,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK3% ₹590 Cr 4,075,354 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jan 24 | CTSH3% ₹550 Cr 900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT2% ₹478 Cr 1,271,034
↓ -270,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL2% ₹461 Cr 3,750,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M2% ₹455 Cr 2,370,000 Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 31 Aug 21 | 5433342% ₹389 Cr 12,710,062 6. SBI Bluechip Fund
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% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (03 May 24) ₹80.8942 ↓ -0.33 (-0.41 %) Net Assets (Cr) ₹44,819 on 31 Mar 24 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 1.9 Information Ratio -0.7 Alpha Ratio -2.38 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 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 Returns for SBI Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 0.6% 3 Month 4.7% 6 Month 15.4% 1 Year 24.5% 3 Year 16.5% 5 Year 15.5% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Saurabh Pant 1 Apr 24 0 Yr. Pradeep Kesavan 1 Apr 24 0 Yr. Data below for SBI Bluechip Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 29.17% Consumer Cyclical 16.99% Industrials 11.33% Consumer Defensive 10.53% Health Care 7.66% Basic Materials 6.26% Technology 4.94% Energy 4.37% Real Estate 2.67% Communication Services 2.31% Asset Allocation
Asset Class Value Cash 3.76% Equity 96.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK8% ₹3,620 Cr 25,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK8% ₹3,504 Cr 32,053,104 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT6% ₹2,792 Cr 7,417,268 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹2,155 Cr 50,300,000
↑ 1,300,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 22 | 5000345% ₹2,040 Cr 2,815,833 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE4% ₹1,893 Cr 6,370,915 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY4% ₹1,783 Cr 11,900,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 5008253% ₹1,278 Cr 2,601,838 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK3% ₹1,159 Cr 6,490,470
↑ 1,800,000 Page Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5328272% ₹1,092 Cr 317,000 7. SBI Infrastructure Fund
CAGR/Annualized
return of 9.7% since its launch. Ranked 18 in Sectoral
category. Return for 2023 was 49.7% , 2022 was 9.3% and 2021 was 48.3% . SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (03 May 24) ₹47.6122 ↓ -0.34 (-0.72 %) Net Assets (Cr) ₹2,432 on 31 Mar 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio 4.42 Information Ratio 0.67 Alpha Ratio 16.5 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 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 Returns for SBI Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 2.5% 3 Month 9.2% 6 Month 33.8% 1 Year 66.6% 3 Year 34.8% 5 Year 25.8% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Mohit Jain 30 Nov 17 6.34 Yr. Bhavin Vithlani 1 Jan 22 2.25 Yr. Data below for SBI Infrastructure Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 27.71% Basic Materials 16.79% Financial Services 15.27% Energy 10.77% Utility 7.53% Communication Services 6.57% Consumer Cyclical 6.31% Real Estate 1.49% Asset Allocation
Asset Class Value Cash 7.57% Equity 92.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE10% ₹238 Cr 800,000
↑ 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL7% ₹160 Cr 1,300,000
↑ 200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT5% ₹120 Cr 320,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 5003875% ₹116 Cr 45,000
↑ 9,000 Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 5327794% ₹95 Cr 700,000
↓ -200,000 National Highways Infra Trust Units (Financial Services)
Equity, Since 31 Oct 22 | 5433853% ₹81 Cr 6,427,380
↑ 4,027,380 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434133% ₹74 Cr 600,000
↑ 59,109 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | 5322153% ₹73 Cr 700,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | GRASIM3% ₹69 Cr 300,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | ULTRACEMCO3% ₹68 Cr 70,000 8. SBI Contra Fund
CAGR/Annualized
return of 17.6% since its launch. Ranked 48 in Contra
category. Return for 2023 was 38.2% , 2022 was 12.8% and 2021 was 49.9% . SBI Contra Fund
Growth Launch Date 6 May 05 NAV (02 May 24) ₹354.853 ↑ 1.72 (0.49 %) Net Assets (Cr) ₹26,777 on 31 Mar 24 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.92 Sharpe Ratio 3.06 Information Ratio 1.84 Alpha Ratio 5.7 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 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 Returns for SBI Contra Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 3.9% 3 Month 7.4% 6 Month 29.8% 1 Year 49.9% 3 Year 31.9% 5 Year 26.2% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Dinesh Balachandran 7 May 18 5.91 Yr. Mohit Jain 5 May 18 5.91 Yr. Data below for SBI Contra Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 19.79% Basic Materials 10.25% Industrials 9.74% Consumer Cyclical 9.6% Health Care 8.09% Utility 7.67% Technology 6.77% Energy 6.52% Consumer Defensive 1.99% Communication Services 1.58% Real Estate 0.62% Asset Allocation
Asset Class Value Cash 16.43% Equity 82.64% Debt 0.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN3% ₹771 Cr 10,254,269 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK3% ₹760 Cr 5,247,072 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321553% ₹745 Cr 41,173,788 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 28 Feb 23 | CTSH2% ₹605 Cr 990,530 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK2% ₹577 Cr 5,281,550 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 5327792% ₹522 Cr 3,841,277 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL2% ₹520 Cr 33,345,525 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 19 | 5322152% ₹514 Cr 4,904,255 91 DTB 02052024
Sovereign Bonds | -2% ₹497 Cr 50,000,000 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002382% ₹493 Cr 4,040,000 9. SBI Magnum Mid Cap Fund
CAGR/Annualized
return of 17.3% since its launch. Ranked 28 in Mid Cap
category. Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (03 May 24) ₹211.374 ↓ -0.88 (-0.42 %) Net Assets (Cr) ₹16,856 on 31 Mar 24 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 2.97 Information Ratio -0.48 Alpha Ratio 2.34 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.
Date Value 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 Returns for SBI Magnum Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 1.7% 3 Month 7.7% 6 Month 19.4% 1 Year 39.9% 3 Year 24.3% 5 Year 24.1% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Bhavin Vithlani 1 Apr 24 0 Yr. Pradeep Kesavan 1 Apr 24 0 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 28.05% Financial Services 17.04% Industrials 13.93% Basic Materials 9.02% Health Care 8.31% Real Estate 4.57% Utility 4.16% Consumer Defensive 3.09% Communication Services 2.04% Technology 1.63% Asset Allocation
Asset Class Value Cash 8.15% Equity 91.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5000924% ₹707 Cr 1,395,281
↓ -4,719 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327794% ₹702 Cr 5,169,750 Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX4% ₹634 Cr 1,511,202 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN4% ₹617 Cr 1,490,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | 5407623% ₹523 Cr 1,400,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 5008503% ₹513 Cr 8,682,397 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹456 Cr 1,623,740 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | 5432203% ₹451 Cr 5,500,000
↑ 1,000,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5328893% ₹438 Cr 5,260,011
↑ 984,735 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5000343% ₹435 Cr 600,000
↑ 200,000 10. SBI Magnum Equity ESG Fund
CAGR/Annualized
return of 12.5% since its launch. Ranked 47 in Sectoral
category. Return for 2023 was 24.6% , 2022 was -2.3% and 2021 was 30.3% . SBI Magnum Equity ESG Fund
Growth Launch Date 27 Nov 06 NAV (02 May 24) ₹213.278 ↑ 0.39 (0.18 %) Net Assets (Cr) ₹5,525 on 31 Mar 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 2 Information Ratio -0.14 Alpha Ratio -3.83 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 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 Returns for SBI Magnum Equity ESG Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 2.3% 3 Month 5.1% 6 Month 18.8% 1 Year 29.8% 3 Year 16.4% 5 Year 15.1% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Shimpi 1 Jan 22 2.25 Yr. Mohit Jain 30 Nov 17 6.34 Yr. Data below for SBI Magnum Equity ESG Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 31.07% Technology 17.65% Consumer Cyclical 16.49% Industrials 14.65% Basic Materials 5.97% Consumer Defensive 3.95% Energy 1.88% Health Care 1.56% Utility 1.5% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK7% ₹408 Cr 3,735,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY7% ₹405 Cr 2,701,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK7% ₹382 Cr 2,637,400 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322156% ₹329 Cr 3,140,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT5% ₹302 Cr 801,709 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI4% ₹235 Cr 186,500
↑ 95,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS4% ₹225 Cr 581,034 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | ULTRACEMCO4% ₹223 Cr 229,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 09 | SBIN4% ₹211 Cr 2,800,000 ABB India Ltd (Industrials)
Equity, Since 31 Jan 21 | 5000023% ₹170 Cr 268,000
↓ -95,000
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 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!
Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।
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एसबीआई के साथ अपने लक्ष्य की योजना बनाएंम्यूचुअल फंड्स, उन तक पहुंचने के लिए SIP का उपयोग करें!
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।
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।
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।
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।
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।
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।
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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