+91-22-4891390910, 20 साल के निवेश 2022 के लिए 10 सर्वश्रेष्ठ एसआईपी योजनाएं
सर्वश्रेष्ठ एसआईपी योजनाएं? उन्हें कैसे चुनें? ये कुछ सामान्य प्रश्न हैं जो सोचते समय निवेशकों के मन में उठते हैंम्यूचुअल फंड में निवेश किसी के जरिएसिप या व्यवस्थितनिवेश योजना.एसआईपी निवेश सबसे अनुशासित में से एक हैनिवेश में निवेश करते समय विकल्पम्यूचुअल फंड्स.
इसके अलावा, एक एसआईपी म्युचुअल फंड में निवेश की न्यूनतम राशि INR 500 जितनी कम है। यह निवेश करता हैशीर्ष एसआईपी बहुत सुविधाजनक योजनाएँ।
आपको SIP या सिस्टमैटिक इन्वेस्टमेंट प्लान में निवेश क्यों करना चाहिए?
कुछ केनिवेश के लाभ एक एसआईपी में हैं:
कंपाउंडिंग की शक्ति
व्यवस्थित निवेश योजनाएँ भी का लाभ प्रदान करती हैंकंपाउंडिंग की शक्ति. साधारण ब्याज तब होता है जब आप केवल मूलधन पर ब्याज प्राप्त करते हैं। चक्रवृद्धि ब्याज के मामले में, ब्याज राशि मूलधन में जोड़ दी जाती है, और ब्याज की गणना नए मूलधन (पुराने मूलधन और लाभ) पर की जाती है। यह प्रक्रिया हर बार जारी रहती है। चूंकि एसआईपी में म्युचुअल फंड किश्तों में होते हैं, इसलिए वे चक्रवृद्धि होते हैं, जो शुरू में निवेश की गई राशि में अधिक जोड़ता है।
रुपया लागत औसत
एक व्यवस्थित निवेश योजना का सबसे बड़ा लाभ रुपया लागत औसत है जो किसी व्यक्ति को संपत्ति की खरीद की लागत का औसत निकालने में मदद करता है। म्यूचुअल फंड में एकमुश्त निवेश करते समय एक निश्चित संख्या में इकाइयाँ खरीदी जाती हैंइन्वेस्टर सभी एक साथ, एक एसआईपी के मामले में इकाइयों की खरीद लंबी अवधि में की जाती है और ये मासिक अंतराल (आमतौर पर) में समान रूप से फैली हुई हैं। समय के साथ फैले निवेश के कारण स्टॉक में निवेश किया जाता हैमंडी अलग-अलग मूल्य बिंदुओं पर निवेशक को औसत लागत का लाभ मिलता है, इसलिए रुपये की लागत औसत।
सामर्थ्य
जनता के लिए बचत शुरू करने के लिए SIP एक बहुत ही किफायती विकल्प है क्योंकि प्रत्येक किस्त के लिए आवश्यक न्यूनतम राशि (वह भी मासिक!) INR 500 जितनी कम हो सकती है। कुछ म्यूचुअल फंड कंपनियां कुछ ऐसी भी पेशकश करती हैं, जिसे a कहा जाता है।माइक्रोएसआईपी जहां टिकट का आकार INR 100 जितना कम है।
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जोखिम में कटौती
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 खरीदना सुनिश्चित करती हैंकम.
वित्त वर्ष 22 - 23 में 10, 20 साल के निवेश के लिए सर्वश्रेष्ठ एसआईपी योजनाएं
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. Research Highlights for ICICI Prudential Infrastructure Fund Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. Research Highlights for HDFC Infrastructure Fund Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on The objective of the scheme would be 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 of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Midcap 30 Fund Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. Research Highlights for DSP India T.I.G.E.R Fund Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Bandhan Infrastructure Fund Below is the key information for Bandhan Infrastructure Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Infrastructure Below is the key information for Canara Robeco Infrastructure 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 (%) ICICI Prudential Infrastructure Fund Growth ₹200.88
↓ -0.43 ₹7,645 100 4 10.7 7.3 28 37.5 27.4 HDFC Infrastructure Fund Growth ₹48.53
↑ 0.02 ₹2,483 300 2.6 8.4 4.4 28.4 35 23 Franklin Build India Fund Growth ₹146.146
↑ 0.15 ₹2,884 500 4.2 9.8 5.5 27.5 33.3 27.8 SBI PSU Fund Growth ₹33.2632
↓ -0.05 ₹5,179 500 5.8 7 6.2 30.1 33.3 23.5 Motilal Oswal Midcap 30 Fund Growth ₹104.445
↓ -0.57 ₹34,780 500 3.4 11.2 0.4 26.5 33.2 57.1 DSP India T.I.G.E.R Fund Growth ₹319.31
↑ 0.39 ₹5,303 500 3.2 10.1 0 26.3 33 32.4 Nippon India Small Cap Fund Growth ₹171.135
↓ -0.02 ₹64,821 100 1.5 9.8 -0.3 23.2 32.8 26.1 Bandhan Infrastructure Fund Growth ₹50.079
↓ -0.13 ₹1,613 100 0.6 5.6 -1.2 27.1 32.7 39.3 Nippon India Power and Infra Fund Growth ₹355.677
↑ 0.20 ₹7,175 100 4.9 8.6 3.2 27.7 32.4 26.9 Canara Robeco Infrastructure Growth ₹163.9 ₹889 1,000 3.5 10.5 5 25.8 32.2 35.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Oct 25 Research Highlights & Commentary of 10 Funds showcased
Commentary ICICI Prudential Infrastructure Fund HDFC Infrastructure Fund Franklin Build India Fund SBI PSU Fund Motilal Oswal Midcap 30 Fund DSP India T.I.G.E.R Fund Nippon India Small Cap Fund Bandhan Infrastructure Fund Nippon India Power and Infra Fund Canara Robeco Infrastructure Point 1 Upper mid AUM (₹7,645 Cr). Bottom quartile AUM (₹2,483 Cr). Lower mid AUM (₹2,884 Cr). Lower mid AUM (₹5,179 Cr). Top quartile AUM (₹34,780 Cr). Upper mid AUM (₹5,303 Cr). Highest AUM (₹64,821 Cr). Bottom quartile AUM (₹1,613 Cr). Upper mid AUM (₹7,175 Cr). Bottom quartile AUM (₹889 Cr). Point 2 Established history (20+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (15+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (15+ yrs). Established history (14+ yrs). Established history (21+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 5★ (top quartile). Rating: 4★ (upper mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 37.53% (top quartile). 5Y return: 35.02% (top quartile). 5Y return: 33.34% (upper mid). 5Y return: 33.32% (upper mid). 5Y return: 33.20% (upper mid). 5Y return: 32.98% (lower mid). 5Y return: 32.78% (lower mid). 5Y return: 32.68% (bottom quartile). 5Y return: 32.45% (bottom quartile). 5Y return: 32.25% (bottom quartile). Point 6 3Y return: 28.01% (upper mid). 3Y return: 28.38% (top quartile). 3Y return: 27.51% (upper mid). 3Y return: 30.06% (top quartile). 3Y return: 26.49% (lower mid). 3Y return: 26.26% (bottom quartile). 3Y return: 23.17% (bottom quartile). 3Y return: 27.13% (lower mid). 3Y return: 27.66% (upper mid). 3Y return: 25.85% (bottom quartile). Point 7 1Y return: 7.29% (top quartile). 1Y return: 4.43% (upper mid). 1Y return: 5.49% (upper mid). 1Y return: 6.17% (top quartile). 1Y return: 0.36% (lower mid). 1Y return: -0.03% (bottom quartile). 1Y return: -0.29% (bottom quartile). 1Y return: -1.22% (bottom quartile). 1Y return: 3.17% (lower mid). 1Y return: 4.96% (upper mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: -0.35 (bottom quartile). Alpha: 4.99 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.55 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -3.51 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.48 (upper mid). Sharpe: -0.64 (upper mid). Sharpe: -0.64 (upper mid). Sharpe: -0.81 (bottom quartile). Sharpe: -0.18 (top quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.65 (lower mid). Sharpe: -0.71 (bottom quartile). Sharpe: -0.66 (lower mid). Sharpe: -0.41 (top quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.37 (bottom quartile). Information ratio: 0.57 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.10 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.79 (top quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
Franklin Build India Fund
SBI PSU Fund
Motilal Oswal Midcap 30 Fund
DSP India T.I.G.E.R Fund
Nippon India Small Cap Fund
Bandhan Infrastructure Fund
Nippon India Power and Infra Fund
Canara Robeco Infrastructure
सीएजीआर 5 साल से अधिक के लिए रिटर्न और कम से कम 5 साल का बाजार इतिहास (फंड की उम्र) वाले फंड का न्यूनतम है500 करोड़ प्रबंधन के तहत संपत्ति की।1. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (28 Oct 25) ₹200.88 ↓ -0.43 (-0.21 %) Net Assets (Cr) ₹7,645 on 31 Aug 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.48 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹20,062 30 Sep 22 ₹22,524 30 Sep 23 ₹31,255 30 Sep 24 ₹50,301 30 Sep 25 ₹48,047 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 4.1% 3 Month 4% 6 Month 10.7% 1 Year 7.3% 3 Year 28% 5 Year 37.5% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 8.33 Yr. Sharmila D’mello 30 Jun 22 3.26 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 36.47% Basic Materials 15.25% Financial Services 14.68% Utility 10.24% Energy 9.47% Real Estate 2.93% Consumer Cyclical 1.84% Communication Services 1.67% Asset Allocation
Asset Class Value Cash 7.43% Equity 92.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT9% ₹674 Cr 1,843,204
↓ -155,750 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹352 Cr 10,329,473
↓ -750,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5002954% ₹293 Cr 6,279,591 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE4% ₹277 Cr 2,029,725 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹271 Cr 13,053,905 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS3% ₹260 Cr 1,854,934
↓ -413,725 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹226 Cr 1,803,566 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹226 Cr 1,996,057 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹202 Cr 660,770 CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC2% ₹189 Cr 11,700,502 2. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (28 Oct 25) ₹48.53 ↑ 0.02 (0.03 %) Net Assets (Cr) ₹2,483 on 31 Aug 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio -0.64 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹18,908 30 Sep 22 ₹20,652 30 Sep 23 ₹29,739 30 Sep 24 ₹46,335 30 Sep 25 ₹43,823 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 3.1% 3 Month 2.6% 6 Month 8.4% 1 Year 4.4% 3 Year 28.4% 5 Year 35% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Srinivasan Ramamurthy 12 Jan 24 1.72 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 38.53% Financial Services 19.18% Basic Materials 10.34% Utility 7.05% Energy 6.49% Communication Services 3.63% Real Estate 2.48% Health Care 1.76% Technology 1.57% Consumer Cyclical 0.49% Asset Allocation
Asset Class Value Cash 8.47% Equity 91.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321746% ₹148 Cr 1,100,000
↓ -200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT6% ₹139 Cr 380,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK5% ₹133 Cr 1,400,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | 5222874% ₹95 Cr 758,557
↑ 272 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL4% ₹89 Cr 1,403,084
↑ 3,084 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹84 Cr 150,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 5325553% ₹75 Cr 2,200,646
↑ 646 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹68 Cr 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL3% ₹66 Cr 350,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN2% ₹61 Cr 704,361 3. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (28 Oct 25) ₹146.146 ↑ 0.15 (0.11 %) Net Assets (Cr) ₹2,884 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.64 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 Sep 20 ₹10,000 30 Sep 21 ₹19,616 30 Sep 22 ₹20,506 30 Sep 23 ₹28,515 30 Sep 24 ₹45,123 30 Sep 25 ₹42,883 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 4.1% 3 Month 4.2% 6 Month 9.8% 1 Year 5.5% 3 Year 27.5% 5 Year 33.3% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 8.4% 2015 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.96 Yr. Kiran Sebastian 7 Feb 22 3.65 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Data below for Franklin Build India Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 35.44% Utility 14.2% Financial Services 13.18% Energy 12.89% Communication Services 7.62% Basic Materials 5.03% Real Estate 3.16% Consumer Cyclical 2.74% Technology 2.21% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT8% ₹243 Cr 665,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹176 Cr 315,000
↑ 15,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹164 Cr 1,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003126% ₹163 Cr 6,825,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK5% ₹162 Cr 1,200,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹148 Cr 4,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹133 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹113 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328983% ₹101 Cr 3,600,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 5321553% ₹92 Cr 5,200,000
↑ 400,000 4. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (28 Oct 25) ₹33.2632 ↓ -0.05 (-0.16 %) Net Assets (Cr) ₹5,179 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.81 Information Ratio -0.37 Alpha Ratio -0.35 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 Sep 20 ₹10,000 30 Sep 21 ₹16,196 30 Sep 22 ₹17,561 30 Sep 23 ₹25,841 30 Sep 24 ₹42,766 30 Sep 25 ₹40,703 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 5.1% 3 Month 5.8% 6 Month 7% 1 Year 6.2% 3 Year 30.1% 5 Year 33.3% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% 2015 -11.1% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 1.33 Yr. Data below for SBI PSU Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 36.21% Utility 29.89% Energy 13.58% Industrials 12.34% Basic Materials 5.79% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN16% ₹866 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹524 Cr 12,975,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325559% ₹495 Cr 14,543,244 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 5328988% ₹463 Cr 16,535,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321558% ₹454 Cr 25,750,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005476% ₹329 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321345% ₹284 Cr 11,000,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹213 Cr 27,900,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹182 Cr 2,427,235 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹159 Cr 3,850,000 5. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (28 Oct 25) ₹104.445 ↓ -0.57 (-0.54 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 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 Sep 20 ₹10,000 30 Sep 21 ₹16,771 30 Sep 22 ₹20,631 30 Sep 23 ₹24,973 30 Sep 24 ₹42,904 30 Sep 25 ₹39,390 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 4.9% 3 Month 3.4% 6 Month 11.2% 1 Year 0.4% 3 Year 26.5% 5 Year 33.2% 10 Year 15 Year Since launch 22.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 1 Yr. Niket Shah 1 Jul 20 5.25 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Sunil Sawant 1 Jul 24 1.25 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 35.03% Consumer Cyclical 23.94% Industrials 21.59% Communication Services 3.22% Financial Services 3.15% Real Estate 2.39% Health Care 1.69% Asset Allocation
Asset Class Value Cash 8.99% Equity 91.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON10% ₹3,326 Cr 2,037,521
↓ -62,478 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,255 Cr 100,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,142 Cr 19,750,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,894 Cr 6,000,000
↑ 500,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,810 Cr 25,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,726 Cr 60,000,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002517% ₹2,339 Cr 4,999,694
↓ -1,000,306 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB7% ₹2,295 Cr 3,150,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES5% ₹1,657 Cr 2,350,000
↑ 250,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,625 Cr 4,000,000
↑ 250,000 6. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (28 Oct 25) ₹319.31 ↑ 0.39 (0.12 %) Net Assets (Cr) ₹5,303 on 31 Aug 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.72 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 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 Sep 20 ₹10,000 30 Sep 21 ₹19,309 30 Sep 22 ₹20,860 30 Sep 23 ₹28,701 30 Sep 24 ₹47,137 30 Sep 25 ₹42,014 Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 2.8% 3 Month 3.2% 6 Month 10.1% 1 Year 0% 3 Year 26.3% 5 Year 33% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% 2015 0.7% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.29 Yr. Data below for DSP India T.I.G.E.R Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 28.9% Basic Materials 14.22% Utility 10.79% Consumer Cyclical 9.07% Financial Services 8.65% Health Care 6.05% Energy 5.41% Communication Services 2.5% Technology 1.85% Real Estate 1.5% Consumer Defensive 1.15% Asset Allocation
Asset Class Value Cash 9.92% Equity 90.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT5% ₹255 Cr 697,669 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹243 Cr 7,145,883 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP3% ₹182 Cr 245,928 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹160 Cr 197,265 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹156 Cr 5,567,574 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹130 Cr 1,412,412 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹130 Cr 3,321,453 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL2% ₹129 Cr 688,435 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX2% ₹128 Cr 164,204 Siemens Energy India Ltd (Utilities)
Equity, Since 30 Apr 25 | ENRIN2% ₹127 Cr 369,482 7. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (28 Oct 25) ₹171.135 ↓ -0.02 (-0.01 %) Net Assets (Cr) ₹64,821 on 31 Aug 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.65 Information Ratio 0.1 Alpha Ratio -2.55 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹19,239 30 Sep 22 ₹21,488 30 Sep 23 ₹29,092 30 Sep 24 ₹43,200 30 Sep 25 ₹39,323 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 2.9% 3 Month 1.5% 6 Month 9.8% 1 Year -0.3% 3 Year 23.2% 5 Year 32.8% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.75 Yr. Kinjal Desai 25 May 18 7.36 Yr. Data below for Nippon India Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 20.82% Consumer Cyclical 15.14% Financial Services 14.81% Basic Materials 12.07% Consumer Defensive 9.3% Health Care 8.98% Technology 7.7% Utility 2.67% Energy 1.51% Communication Services 1.42% Real Estate 0.53% Asset Allocation
Asset Class Value Cash 4.9% Equity 95.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,443 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,265 Cr 13,300,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹863 Cr 4,472,130 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹804 Cr 38,140,874 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹794 Cr 9,100,000 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹776 Cr 27,190,940 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹774 Cr 2,499,222 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹770 Cr 16,848,030 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435301% ₹747 Cr 38,089,109 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹736 Cr 899,271 8. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (28 Oct 25) ₹50.079 ↓ -0.13 (-0.26 %) Net Assets (Cr) ₹1,613 on 31 Aug 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹20,085 30 Sep 22 ₹20,588 30 Sep 23 ₹27,745 30 Sep 24 ₹47,816 30 Sep 25 ₹41,763 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 2.1% 3 Month 0.6% 6 Month 5.6% 1 Year -1.2% 3 Year 27.1% 5 Year 32.7% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.69 Yr. Ritika Behera 7 Oct 23 1.99 Yr. Gaurav Satra 7 Jun 24 1.32 Yr. Data below for Bandhan Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 53.61% Utility 12.71% Basic Materials 7.66% Communication Services 4.85% Energy 3.82% Financial Services 2.89% Health Care 2.33% Technology 2.14% Consumer Cyclical 1.54% Real Estate 1.3% Asset Allocation
Asset Class Value Cash 7.14% Equity 92.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹84 Cr 433,186 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹75 Cr 206,262 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹66 Cr 352,330
↑ 22,312 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹62 Cr 452,706 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹61 Cr 49,772 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹58 Cr 1,431,700 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹53 Cr 4,733,244 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO3% ₹47 Cr 83,887 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹46 Cr 462,606 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹43 Cr 12,400,122 9. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (28 Oct 25) ₹355.677 ↑ 0.20 (0.06 %) Net Assets (Cr) ₹7,175 on 31 Aug 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.66 Information Ratio 0.79 Alpha Ratio -3.51 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,764 30 Sep 22 ₹18,789 30 Sep 23 ₹26,697 30 Sep 24 ₹43,660 30 Sep 25 ₹39,496 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 3.2% 3 Month 4.9% 6 Month 8.6% 1 Year 3.2% 3 Year 27.7% 5 Year 32.4% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% 2015 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.36 Yr. Rahul Modi 19 Aug 24 1.12 Yr. Data below for Nippon India Power and Infra Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 32.83% Utility 24.03% Energy 9.35% Basic Materials 7.89% Consumer Cyclical 7.49% Communication Services 5.9% Technology 4.94% Real Estate 2.68% Financial Services 2.23% Health Care 2.12% Asset Allocation
Asset Class Value Cash 0.53% Equity 99.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹583 Cr 4,275,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹579 Cr 17,000,000
↑ 300,001 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹432 Cr 2,300,000
↓ -250,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹415 Cr 1,134,337
↓ -39,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹307 Cr 7,900,789 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹250 Cr 3,370,014
↓ -247,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹222 Cr 9,300,838
↑ 400,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹208 Cr 170,000
↓ -5,000 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Nov 22 | KAYNES2% ₹176 Cr 250,113
↓ -86,114 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹166 Cr 1,800,000 10. Canara Robeco Infrastructure
Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (28 Oct 25) ₹163.9 Net Assets (Cr) ₹889 on 31 Aug 25 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.32 Sharpe Ratio -0.41 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,905 30 Sep 22 ₹20,122 30 Sep 23 ₹25,247 30 Sep 24 ₹41,953 30 Sep 25 ₹39,774 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Oct 25 Duration Returns 1 Month 2.1% 3 Month 3.5% 6 Month 10.5% 1 Year 5% 3 Year 25.8% 5 Year 32.2% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 35.3% 2023 41.2% 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% 2015 6.7% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 4.27 Yr. Shridatta Bhandwaldar 29 Sep 18 7.01 Yr. Data below for Canara Robeco Infrastructure as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 45.5% Utility 11.94% Basic Materials 10.09% Energy 8.15% Financial Services 7.2% Technology 5.17% Consumer Cyclical 3.1% Communication Services 2.81% Real Estate 1.23% Asset Allocation
Asset Class Value Cash 4.81% Equity 95.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT9% ₹78 Cr 212,901
↑ 10,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN4% ₹39 Cr 442,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹38 Cr 279,250 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325554% ₹36 Cr 1,066,480 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹35 Cr 869,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO4% ₹33 Cr 58,250 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 5222753% ₹31 Cr 105,185
↓ -13,008 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON3% ₹31 Cr 18,950 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹31 Cr 785,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000933% ₹28 Cr 383,150
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पूछे जाने वाले प्रश्न
1. क्या मैं वह समय चुन सकता हूं जब राशि डेबिट की जाएगी?
ए: नहीं, वह अवधि जब राशि आपके से डेबिट की जाएगीबैंक खाता उस एसआईपी पर निर्भर करेगा जिसमें आपने निवेश करने का फैसला किया है। आप चुन सकते हैंSIP में निवेश करें एक वर्ष की अवधि के लिए 10+ वर्ष तक का अधिकार। एसआईपी की अवधि के आधार पर, राशि आपके खाते से काट ली जाएगी।
2. क्या एसआईपी की अवधि और कार्यकाल एक ही चीज/अवधि है?
ए: हाँ, वे वही हैं। जब आप ऑफ़र दस्तावेज़ पढ़ते हैं, तो एसआईपी अवधि को ध्यान से देखें, क्योंकि इससे आपको पता चल जाएगा कि आपके खाते से पैसे काटे जाने की अवधि/अवधि क्या होगी। कार्यकाल चुनना पूरी तरह से निवेशक की पसंद है।
3. क्या SIP की अवधि बदली जा सकती है?
ए: यदि आपने कोई ऐसी योजना चुनी है जिसमें SIP अनिवार्य है, तो आपको वह कार्यकाल पूरा करना होगा। कार्यकाल के बाद, आप पूरी राशि निकाल सकते हैं। हालाँकि, यदि आप निवेश को नवीनीकृत करना चाहते हैं, तो आप कार्यकाल बदल सकते हैं और अधिक विस्तारित जनादेश के साथ एक अलग एसआईपी का चयन कर सकते हैं।
4. क्या मैं एसआईपी के लिए निवेश राशि बदल सकता हूं?
ए: आप लचीले एसआईपी में निवेश करना चुन सकते हैं। ये एसआईपी आपको निवेश की अवधि के दौरान निवेश की जा सकने वाली राशि को बदलने की अनुमति देते हैं। अपने कार्यकाल के दौरान, आप अपनी राशि के आधार पर एसआईपी में निवेश की जाने वाली राशि को बदल सकते हैंनकदी प्रवाह.
5. लंबी अवधि के एसआईपी क्या हैं?
ए: एक लंबी अवधि का एसआईपी वह होगा जिसमें आप लगभग 5 से 10 वर्षों के लिए निवेश करते हैं। आदर्श रूप से, लंबी अवधि के एसआईपी में अच्छा रिटर्न देने की संभावना अधिक होती है।
6. क्या मैं कार्यकाल से पहले एसआईपी से बाहर निकल सकता हूं?
ए: यह सबसे अच्छा होगा यदि आपने अपना कार्यकाल पूरा करने से पहले एसआईपी से बाहर नहीं निकाला। कभी-कभी निवेश पर एक्जिट लोड नहीं हो सकता है, लेकिन यह पूरी तरह से विशेष एसआईपी पर निर्भर करता है। यदि आप अपने द्वारा किए जा रहे निवेश के बारे में अनिश्चित हैं, तो आपको एक वर्ष के लिए केवल INR 500 का निवेश करके छोटी शुरुआत करनी चाहिए। जैसे-जैसे आपकी जोखिम लेने की भूख बढ़ती है, आप अपना निवेश बढ़ा सकते हैं।
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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Well explanation with indepth details.very inspirational information for investment in MF. Thanks.
Great! Informative SIP Thread. Very well covered and presented.