fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
10 सर्वश्रेष्ठ यूटीआई एसआईपी म्यूचुअल फंड 2022 | सर्वश्रेष्ठ एसआईपी फंड

फिनकैश »यूटीआई म्यूचुअल फंड »बेस्ट यूटीआई एसआईपी फंड

10 सर्वश्रेष्ठ यूटीआई एसआईपी म्यूचुअल फंड 2022

Updated on September 23, 2023 , 23151 views

यूटीआई एसआईपी सबसे कारगर तरीका हैम्यूचुअल फंड में निवेश करें योजनाएंसिप या व्यवस्थितनिवेश योजना की तरह काम करता हैआवर्ती जमा, जिसमें एक विशिष्ट राशि एक निर्धारित अंतराल (साप्ताहिक/मासिक/त्रैमासिक) पर निवेश की जाती है। कोई भी व्यक्ति केवल 500 रुपये में एसआईपी शुरू कर सकता है, जिससे यह निवेश का सबसे किफायती साधन बन जाता है। चूंकि आप नियमित हो जाते हैंइन्वेस्टर SIP के जरिए आप आसानी से लंबी अवधि की बचत की आदत डाल सकते हैं। भी,एसआईपी निवेश दीर्घावधि में लाभ, विशेष रूप से inइक्विटी फ़ंड. यह इक्विटी के जोखिम को संतुलित करता हैमंडी ठीक है, इसलिए आपको एक स्थिर दे रहा हैआय अशांत बाजार स्थितियों के दौरान भी।UTI

सर्वश्रेष्ठ यूटीआई एसआईपी फंड में निवेश क्यों करें?

SIP के कुछ प्रमुख लाभ जो आप प्राप्त कर सकते हैंनिवेश यूटीआई योजनाओं में हैं:

एसआईपी में निवेश करने के इच्छुक निवेशक, यहां शीर्ष 10 सर्वश्रेष्ठ यूटीआई एसआईपी हैं:म्यूचुअल फंड्स निवेश के लिए। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

निवेश करने के लिए सर्वश्रेष्ठ यूटीआई एसआईपी इक्विटी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
UTI Infrastructure Fund Growth ₹96.3565
↑ 0.68
₹1,666 500 11.117.521.727.412.38.8
UTI Mid Cap Fund Growth ₹221.08
↑ 1.23
₹8,606 500 14.520.518.92715.5-0.8
UTI Core Equity Fund Growth ₹119.634
↑ 0.40
₹1,887 500 13.919.220.826.213.14.6
UTI Transportation & Logistics Fund Growth ₹177.665
↑ 0.63
₹2,358 500 10.820.317.626.18.214.7
UTI Banking and Financial Services Fund Growth ₹135.53
↑ 0.35
₹931 500 412.715.223.55.415.1
UTI Value Opportunities Fund Growth ₹114.557
↑ 0.31
₹7,554 500 10.312.414.12212.54.3
UTI Dividend Yield Fund Growth ₹119.639
↑ 0.39
₹3,132 500 11.214.616.620.612.3-5.3
UTI Long Term Equity Fund Growth ₹154.655
↑ 0.29
₹3,159 500 8.512.79.419.711.6-3.5
UTI Equity Fund Growth ₹252.23
↑ 0.59
₹25,822 500 7.411.75.117.810.9-13.4
UTI India Lifestyle Fund Growth ₹42.447
↑ 0.18
₹513 500 814.36.716.58.5-2.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
*निधि के आधार पर सूचीसंपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.

1. UTI Infrastructure Fund

The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved.

UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 28 in Sectoral category.  Return for 2022 was 8.8% , 2021 was 39.4% and 2020 was 3.4% .

Below is the key information for UTI Infrastructure Fund

UTI Infrastructure Fund
Growth
Launch Date 7 Apr 04
NAV (22 Aug 23) ₹96.3565 ↑ 0.68   (0.71 %)
Net Assets (Cr) ₹1,666 on 31 Jul 23
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 1.6
Information Ratio 0.55
Alpha Ratio 3.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,949
31 Aug 20₹8,451
31 Aug 21₹13,987
31 Aug 22₹14,963
31 Aug 23₹17,755

UTI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for UTI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 1.9%
3 Month 11.1%
6 Month 17.5%
1 Year 21.7%
3 Year 27.4%
5 Year 12.3%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.8%
2021 39.4%
2020 3.4%
2019 6.7%
2018 -15.6%
2017 41.4%
2016 4%
2015 -5.5%
2014 60.1%
2013 -11.5%
Fund Manager information for UTI Infrastructure Fund
NameSinceTenure
Sachin Trivedi1 Sep 212 Yr.

Data below for UTI Infrastructure Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials43.49%
Utility13.03%
Communication Services9.43%
Basic Materials8.33%
Financial Services7.35%
Energy6.45%
Consumer Cyclical4.29%
Real Estate3.68%
Asset Allocation
Asset ClassValue
Cash3.82%
Equity96.04%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT
11%₹184 Cr681,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
9%₹149 Cr1,737,500
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 532555
7%₹111 Cr5,058,744
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO
6%₹98 Cr118,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
4%₹72 Cr300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹65 Cr673,320
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 532215
3%₹57 Cr581,655
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 15 | BEL
3%₹53 Cr3,951,587
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Jun 12 | 500493
3%₹44 Cr410,000
Siemens Ltd (Industrials)
Equity, Since 31 Mar 12 | 500550
2%₹40 Cr101,442

2. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 36 in Mid Cap category.  Return for 2022 was -0.8% , 2021 was 43.1% and 2020 was 32.7% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (22 Aug 23) ₹221.08 ↑ 1.23   (0.56 %)
Net Assets (Cr) ₹8,606 on 31 Jul 23
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 1.09
Information Ratio -1.01
Alpha Ratio -4.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,355
31 Aug 20₹9,763
31 Aug 21₹16,553
31 Aug 22₹17,627
31 Aug 23₹20,779

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 2.8%
3 Month 14.5%
6 Month 20.5%
1 Year 18.9%
3 Year 27%
5 Year 15.5%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.8%
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
2013 9.7%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 194.01 Yr.

Data below for UTI Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials21.6%
Consumer Cyclical21.59%
Financial Services18.95%
Health Care10.87%
Basic Materials9.83%
Technology7.33%
Real Estate2.31%
Consumer Defensive2%
Utility1.92%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.4%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
3%₹260 Cr2,318,900
↓ -100,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN
3%₹245 Cr1,272,502
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO
3%₹226 Cr1,349,836
↑ 15,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹220 Cr15,308,621
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹210 Cr409,233
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹206 Cr1,928,064
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
2%₹203 Cr372,030
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹190 Cr655,509
Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL
2%₹187 Cr956,190
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹175 Cr479,907
↑ 25,000

3. UTI Core Equity Fund

(Erstwhile UTI Top 100 Fund)

The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 29 in Large & Mid Cap category.  Return for 2022 was 4.6% , 2021 was 40.8% and 2020 was 12.8% .

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (22 Aug 23) ₹119.634 ↑ 0.40   (0.33 %)
Net Assets (Cr) ₹1,887 on 31 Jul 23
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.33
Information Ratio 0.12
Alpha Ratio 3.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,757
31 Aug 20₹8,902
31 Aug 21₹14,688
31 Aug 22₹15,405
31 Aug 23₹18,377

UTI Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for UTI Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 1.9%
3 Month 13.9%
6 Month 19.2%
1 Year 20.8%
3 Year 26.2%
5 Year 13.1%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.6%
2021 40.8%
2020 12.8%
2019 1.5%
2018 -7.9%
2017 35.2%
2016 3.4%
2015 0.5%
2014 41.7%
2013 6.3%
Fund Manager information for UTI Core Equity Fund
NameSinceTenure
V Srivatsa17 May 176.3 Yr.

Data below for UTI Core Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services30.72%
Consumer Cyclical10.84%
Health Care10.77%
Basic Materials10.6%
Technology10%
Industrials7.11%
Consumer Defensive4.11%
Energy3.25%
Real Estate3.03%
Utility2.86%
Communication Services1.46%
Asset Allocation
Asset ClassValue
Cash5.15%
Equity94.76%
Debt0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
8%₹163 Cr1,035,119
↑ 113,404
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
4%₹77 Cr797,920
↑ 58,602
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
4%₹71 Cr495,828
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
4%₹68 Cr4,739,433
↑ 62,927
Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE
3%₹63 Cr259,824
↑ 83,562
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 500271
3%₹53 Cr565,587
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
3%₹53 Cr334,176
↑ 88,831
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 14 | LT
3%₹52 Cr193,464
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
3%₹51 Cr1,162,680
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Apr 20 | 506395
3%₹51 Cr465,464
↑ 9,008

4. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 19 in Sectoral category.  Return for 2022 was 14.7% , 2021 was 24.3% and 2020 was 11% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (22 Aug 23) ₹177.665 ↑ 0.63   (0.35 %)
Net Assets (Cr) ₹2,358 on 31 Jul 23
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 0.94
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)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹6,883
31 Aug 20₹7,357
31 Aug 21₹10,047
31 Aug 22₹13,054
31 Aug 23₹15,002

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0%
3 Month 10.8%
6 Month 20.3%
1 Year 17.6%
3 Year 26.1%
5 Year 8.2%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 14.7%
2021 24.3%
2020 11%
2019 -8.7%
2018 -19.5%
2017 39.6%
2016 4.8%
2015 5.7%
2014 104%
2013 24.7%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 166.94 Yr.

Data below for UTI Transportation & Logistics Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Consumer Cyclical76.92%
Industrials14.75%
Financial Services1.48%
Asset Allocation
Asset ClassValue
Cash6.75%
Equity93.15%
Debt0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
13%₹313 Cr1,988,001
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
12%₹286 Cr285,783
↓ -12,113
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
11%₹260 Cr4,320,978
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
9%₹203 Cr607,702
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
6%₹145 Cr314,872
↑ 12,461
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
4%₹93 Cr317,777
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
4%₹83 Cr341,061
↑ 41,500
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Jun 17 | 500477
3%₹73 Cr3,959,836
↓ -1,674,033
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
3%₹66 Cr831,733
↓ -722,228
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 532343
3%₹62 Cr438,725

5. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 20 in Sectoral category.  Return for 2022 was 15.1% , 2021 was 14.3% and 2020 was -5.3% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund
Growth
Launch Date 7 Apr 04
NAV (22 Aug 23) ₹135.53 ↑ 0.35   (0.26 %)
Net Assets (Cr) ₹931 on 31 Jul 23
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.55
Sharpe Ratio 1.06
Information Ratio 0.35
Alpha Ratio 2.84
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,747
31 Aug 20₹7,247
31 Aug 21₹11,318
31 Aug 22₹11,719
31 Aug 23₹13,214

UTI Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month -3.4%
3 Month 4%
6 Month 12.7%
1 Year 15.2%
3 Year 23.5%
5 Year 5.4%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 15.1%
2021 14.3%
2020 -5.3%
2019 11.6%
2018 -6.8%
2017 43.5%
2016 13%
2015 -11.3%
2014 64%
2013 -13.5%
Fund Manager information for UTI Banking and Financial Services Fund
NameSinceTenure
Preethi S2 May 221.33 Yr.

Data below for UTI Banking and Financial Services Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services95.9%
Technology1.34%
Asset Allocation
Asset ClassValue
Cash2.63%
Equity97.24%
Debt0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
19%₹176 Cr1,118,132
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK
17%₹155 Cr1,619,784
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
8%₹74 Cr760,000
↓ -50,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
4%₹36 Cr647,219
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 20 | SBILIFE
4%₹36 Cr275,595
↑ 29,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | INDUSINDBK
4%₹35 Cr251,750
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
4%₹34 Cr47,566
↑ 4,500
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 500271
4%₹33 Cr353,458
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK
3%₹32 Cr180,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 590003
3%₹28 Cr2,344,493

6. UTI Value Opportunities Fund

(Erstwhile UTI Opportunities Fund)

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 82 in Value category.  Return for 2022 was 4.3% , 2021 was 30.4% and 2020 was 19% .

Below is the key information for UTI Value Opportunities Fund

UTI Value Opportunities Fund
Growth
Launch Date 20 Jul 05
NAV (22 Aug 23) ₹114.557 ↑ 0.31   (0.27 %)
Net Assets (Cr) ₹7,554 on 31 Jul 23
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.96
Information Ratio -0.24
Alpha Ratio 1.38
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Value

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,985
31 Aug 20₹9,741
31 Aug 21₹15,311
31 Aug 22₹15,891
31 Aug 23₹17,937

UTI Value Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for UTI Value Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 1.1%
3 Month 10.3%
6 Month 12.4%
1 Year 14.1%
3 Year 22%
5 Year 12.5%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.3%
2021 30.4%
2020 19%
2019 10.4%
2018 -2.4%
2017 29.1%
2016 2.6%
2015 -5.9%
2014 41.2%
2013 5.9%
Fund Manager information for UTI Value Opportunities Fund
NameSinceTenure
Amit Premchandani1 Feb 185.58 Yr.

Data below for UTI Value Opportunities Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services31.56%
Consumer Cyclical16.89%
Technology12.38%
Health Care9.85%
Basic Materials7.98%
Industrials5.13%
Consumer Defensive4.51%
Communication Services3.85%
Real Estate2.54%
Utility1.97%
Energy1.17%
Asset Allocation
Asset ClassValue
Cash2.03%
Equity97.84%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
9%₹707 Cr4,500,000
↑ 125,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
6%₹470 Cr3,275,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
6%₹455 Cr4,750,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹341 Cr3,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹248 Cr2,900,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹225 Cr4,000,000
Mphasis Ltd (Technology)
Equity, Since 31 Oct 22 | 526299
3%₹193 Cr795,000
↓ -5,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 19 | TATASTEEL
2%₹187 Cr15,250,000
↓ -250,000
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 22 | HINDALCO
2%₹175 Cr3,800,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | INDUSINDBK
2%₹165 Cr1,200,000
↓ -80,000

7. UTI Dividend Yield Fund

(Erstwhile UTI - Dividend Yield Fund)

The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 75 in Dividend Yield category.  Return for 2022 was -5.3% , 2021 was 38.8% and 2020 was 18.9% .

Below is the key information for UTI Dividend Yield Fund

UTI Dividend Yield Fund
Growth
Launch Date 3 May 05
NAV (22 Aug 23) ₹119.639 ↑ 0.39   (0.32 %)
Net Assets (Cr) ₹3,132 on 31 Jul 23
Category Equity - Dividend Yield
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 1.11
Information Ratio -0.4
Alpha Ratio 3.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Dividend Yield

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,131
31 Aug 20₹9,686
31 Aug 21₹15,464
31 Aug 22₹15,085
31 Aug 23₹17,508

UTI Dividend Yield Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for UTI Dividend Yield Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 2%
3 Month 11.2%
6 Month 14.6%
1 Year 16.6%
3 Year 20.6%
5 Year 12.3%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.3%
2021 38.8%
2020 18.9%
2019 3.3%
2018 0.5%
2017 28.5%
2016 6.1%
2015 -5.1%
2014 41.2%
2013 0.2%
Fund Manager information for UTI Dividend Yield Fund
NameSinceTenure
Amit Premchandani16 Nov 220.79 Yr.

Data below for UTI Dividend Yield Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Technology21.71%
Financial Services16.02%
Consumer Defensive14.64%
Utility8.78%
Basic Materials7.68%
Energy7.26%
Consumer Cyclical6.76%
Health Care6.6%
Industrials6.6%
Asset Allocation
Asset ClassValue
Cash3.79%
Equity96.05%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
7%₹212 Cr1,475,000
↓ -25,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
5%₹158 Cr1,004,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 19 | TATASTEEL
4%₹127 Cr10,300,000
↓ -538,600
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 532755
4%₹126 Cr1,050,000
↓ -25,000
Mphasis Ltd (Technology)
Equity, Since 31 Mar 14 | 526299
4%₹121 Cr500,000
↓ -100,000
Marico Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 531642
4%₹111 Cr1,950,000
↓ -50,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 05 | 532555
4%₹110 Cr5,000,000
↓ -300,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC
3%₹106 Cr2,400,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS
3%₹97 Cr290,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
3%₹88 Cr350,000
↓ -20,000

8. UTI Long Term Equity Fund

(Erstwhile UTI Long Term Equity Fund (Tax Saving))

The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition.

UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 29 in ELSS category.  Return for 2022 was -3.5% , 2021 was 33.1% and 2020 was 20.2% .

Below is the key information for UTI Long Term Equity Fund

UTI Long Term Equity Fund
Growth
Launch Date 15 Dec 99
NAV (22 Aug 23) ₹154.655 ↑ 0.29   (0.19 %)
Net Assets (Cr) ₹3,159 on 31 Jul 23
Category Equity - ELSS
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 0.58
Information Ratio -0.64
Alpha Ratio -2.33
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,042
31 Aug 20₹9,892
31 Aug 21₹15,724
31 Aug 22₹15,969
31 Aug 23₹17,293

UTI Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for UTI Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.1%
3 Month 8.5%
6 Month 12.7%
1 Year 9.4%
3 Year 19.7%
5 Year 11.6%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3.5%
2021 33.1%
2020 20.2%
2019 10.4%
2018 -6.5%
2017 33.1%
2016 3.3%
2015 2.6%
2014 40.7%
2013 7.1%
Fund Manager information for UTI Long Term Equity Fund
NameSinceTenure
Vishal Chopda30 Aug 194.01 Yr.

Data below for UTI Long Term Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services31.46%
Consumer Cyclical18.4%
Technology10.14%
Consumer Defensive9.79%
Industrials6.46%
Basic Materials6.44%
Health Care5.79%
Communication Services4.27%
Real Estate3.03%
Utility2.34%
Asset Allocation
Asset ClassValue
Cash1.74%
Equity98.12%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
8%₹255 Cr1,620,762
↑ 17,406
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
8%₹245 Cr2,558,129
↓ -22,888
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹189 Cr1,315,334
↓ -11,668
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 532215
4%₹134 Cr1,373,511
↓ -59,359
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL
3%₹106 Cr1,234,827
↓ -26,269
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
3%₹86 Cr85,887
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹84 Cr117,666
↑ 3,461
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK
2%₹78 Cr566,553
↓ -5,054
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 540376
2%₹76 Cr204,373
↑ 18,977
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | CHOLAFIN
2%₹74 Cr660,502
↑ 4,898

9. UTI Equity Fund

This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 54 in Multi Cap category.  Return for 2022 was -13.4% , 2021 was 34% and 2020 was 31.5% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (22 Aug 23) ₹252.23 ↑ 0.59   (0.24 %)
Net Assets (Cr) ₹25,822 on 31 Jul 23
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 0.08
Information Ratio -0.83
Alpha Ratio -7.07
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Multi Cap

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,921
31 Aug 20₹10,097
31 Aug 21₹16,980
31 Aug 22₹16,187
31 Aug 23₹16,820

UTI Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for UTI Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.2%
3 Month 7.4%
6 Month 11.7%
1 Year 5.1%
3 Year 17.8%
5 Year 10.9%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -13.4%
2021 34%
2020 31.5%
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 167.64 Yr.

Data below for UTI Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services24.52%
Consumer Cyclical18.02%
Technology14.56%
Health Care11.28%
Basic Materials7.74%
Consumer Defensive7.02%
Industrials6.72%
Communication Services5.55%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.41%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
7%₹1,679 Cr10,685,389
↓ -79,340
LTIMindtree Ltd (Technology)
Equity, Since 31 Aug 18 | LTIM
6%₹1,623 Cr3,126,058
↓ -68,990
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
6%₹1,502 Cr15,661,070
↓ -52,410
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹1,442 Cr2,012,491
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹1,010 Cr7,035,606
↓ -109,900
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
4%₹928 Cr2,494,813
↑ 10,670
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹909 Cr5,167,851
↓ -14,100
Coforge Ltd (Technology)
Equity, Since 31 Jul 21 | COFORGE
3%₹814 Cr1,488,734
↓ -67,651
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹808 Cr1,865,205
↓ -60,297
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 11 | TITAN
3%₹745 Cr2,398,997
↑ 17,600

10. UTI India Lifestyle Fund

The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.

UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 9.4% since its launch.  Ranked 64 in Sectoral category.  Return for 2022 was -2.3% , 2021 was 26.4% and 2020 was 15.2% .

Below is the key information for UTI India Lifestyle Fund

UTI India Lifestyle Fund
Growth
Launch Date 30 Jul 07
NAV (22 Aug 23) ₹42.447 ↑ 0.18   (0.44 %)
Net Assets (Cr) ₹513 on 31 Jul 23
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.74
Sharpe Ratio 0.37
Information Ratio -0.44
Alpha Ratio -1.56
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,438
31 Aug 20₹9,251
31 Aug 21₹13,276
31 Aug 22₹14,300
31 Aug 23₹14,934

UTI India Lifestyle Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for UTI India Lifestyle Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month -0.6%
3 Month 8%
6 Month 14.3%
1 Year 6.7%
3 Year 16.5%
5 Year 8.5%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.3%
2021 26.4%
2020 15.2%
2019 5.8%
2018 -2.5%
2017 32.6%
2016 3.2%
2015 -1.9%
2014 32.6%
2013 5.8%
Fund Manager information for UTI India Lifestyle Fund
NameSinceTenure
Vishal Chopda31 Aug 194.01 Yr.

Data below for UTI India Lifestyle Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Consumer Cyclical36.58%
Consumer Defensive31.98%
Financial Services9.14%
Communication Services8.88%
Basic Materials5.26%
Industrials4.01%
Real Estate2.25%
Health Care0.95%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.07%
Debt0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI
8%₹43 Cr42,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL
6%₹33 Cr384,000
↓ -31,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN
5%₹28 Cr90,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Dec 18 | 500820
5%₹26 Cr80,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹26 Cr70,000
↑ 9,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | NESTLEIND
5%₹25 Cr11,500
↑ 900
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 532424
4%₹23 Cr225,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
4%₹19 Cr440,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
4%₹19 Cr74,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
3%₹18 Cr87,000
↓ -1,000

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, निवेश करने के लिए आवश्यक 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!

यूटीआई फंड में ऑनलाइन निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

Disclaimer:
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।
How helpful was this page ?
Rated 3.7, based on 16 reviews.
POST A COMMENT