+91-22-48913909ಅತ್ಯುತ್ತಮ ಎಡೆಲ್ವೀಸ್ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
ಎಡೆಲ್ವೀಸ್ SIP ಒಂದು ಪರಿಣಾಮಕಾರಿ ವಿಧಾನವಾಗಿದೆಹೂಡಿಕೆ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಯಲ್ಲಿ. ಒಂದು SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಎ ನಂತೆ ಕೆಲಸ ಮಾಡುತ್ತದೆಮರುಕಳಿಸುವ ಠೇವಣಿ (RD), ಇದರಲ್ಲಿ ನೀವು ಮಾಸಿಕ ಸ್ವಲ್ಪ ಹಣವನ್ನು ಠೇವಣಿ ಮಾಡಬೇಕಾಗುತ್ತದೆ.
SIP ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಲು ಆದರ್ಶ ಯೋಜನೆಯಾಗಿದೆ, ವಿಶೇಷವಾಗಿ ಹೂಡಿಕೆ ಮಾಡುವಾಗಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು. ಅದರ ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆಯಿಂದಾಗಿ, ಇದು ಈಕ್ವಿಟಿ ಹೂಡಿಕೆಯ ಅಪಾಯಗಳನ್ನು ಸಮತೋಲನಗೊಳಿಸುತ್ತದೆ.
ಇದು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಸ್ಥಿರ ಆದಾಯವನ್ನು ಖಾತ್ರಿಗೊಳಿಸುತ್ತದೆ. ಇದಲ್ಲದೆ, ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಪೂರೈಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು SIP ಜೊತೆಗೆ.
Edelweiss SIP ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?
ನಿಮ್ಮ ಯೋಜನೆ ಮಾಡಬಹುದುನಿವೃತ್ತಿ, ಮದುವೆ, ನೀವು ಮನೆ ಅಥವಾ ಕಾರು ಇತ್ಯಾದಿಗಳನ್ನು ಖರೀದಿಸಲು ಬಯಸಿದರೆ, ವ್ಯವಸ್ಥಿತವಾಗಿ ಎಡೆಲ್ವೀಸ್ SIP ಫಂಡ್‌ಗಳೊಂದಿಗೆ. SIP ಯ ಕೆಲವು ಪ್ರಮುಖ ಪ್ರಯೋಜನಗಳೆಂದರೆ:
- ರೂಪಾಯಿ ವೆಚ್ಚ ಸರಾಸರಿ
- ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
- ಸಮಯ ತೆಗೆದುಕೊಳ್ಳುವ ಅಗತ್ಯವಿಲ್ಲಮಾರುಕಟ್ಟೆ
- ದೀರ್ಘಾವಧಿಯ ಉಳಿತಾಯದ ಅಭ್ಯಾಸ
- ಕೈಗೆಟುಕುವ ಮತ್ತು ಹೊಂದಿಕೊಳ್ಳುವ
ಆದ್ದರಿಂದ, ಹೂಡಿಕೆದಾರರು ಉತ್ಸುಕರಾಗಿದ್ದಾರೆSIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ, ಇಲ್ಲಿ ಅತ್ಯುತ್ತಮ Edelweiss SIP ಇವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 ಕ್ಕೆ. ಈ ಫಂಡ್‌ಗಳನ್ನು AUM, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ರಿಟರ್ನ್ಸ್ ಇತ್ಯಾದಿಗಳಂತಹ ವಿವಿಧ ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ.
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ಈಕ್ವಿಟಿಗಳಿಗಾಗಿ ಎಡೆಲ್ವೀಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಿಂದ ಅತ್ಯುತ್ತಮ SIP ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Edelweiss Mid Cap Fund Growth ₹104.687
↓ -0.09 ₹12,647 500 4.5 7.2 6.3 25.3 27 38.9 Edelweiss Multi Cap Fund Growth ₹39.728
↓ -0.03 ₹3,006 1,000 5.5 6.9 4.5 18.4 19.9 25.4 Edelweiss Large and Mid Cap Fund Growth ₹90.051
↑ 0.03 ₹4,347 1,000 5.5 6.3 4.1 17.8 20 24.5 Edelweiss Long Term Equity Fund Growth ₹116.21
↑ 0.10 ₹440 500 7.2 7.5 6.3 16.5 17.9 20 Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹20.5541
↑ 0.24 ₹164 1,000 13.1 26.8 37.3 16.3 4.4 5.9 Edelweiss Large Cap Fund Growth ₹87.26
↓ -0.06 ₹1,408 100 5.6 4.8 6.3 14.9 16.3 14.6 Edelweiss ASEAN Equity Off-shore Fund Growth ₹31.747
↑ 0.20 ₹131 1,000 1.7 8.4 14.1 10.2 7.7 14.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Edelweiss Mid Cap Fund Edelweiss Multi Cap Fund Edelweiss Large and Mid Cap Fund Edelweiss Long Term Equity Fund Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Edelweiss Large Cap Fund Edelweiss ASEAN Equity Off-shore Fund Point 1 Highest AUM (₹12,647 Cr). Upper mid AUM (₹3,006 Cr). Upper mid AUM (₹4,347 Cr). Lower mid AUM (₹440 Cr). Bottom quartile AUM (₹164 Cr). Lower mid AUM (₹1,408 Cr). Bottom quartile AUM (₹131 Cr). Point 2 Established history (17+ yrs). Established history (10+ yrs). Oldest track record among peers (18 yrs). Established history (16+ yrs). Established history (11+ yrs). Established history (16+ yrs). Established history (14+ yrs). Point 3 Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 2★ (lower mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 26.96% (top quartile). 5Y return: 19.86% (upper mid). 5Y return: 20.03% (upper mid). 5Y return: 17.87% (lower mid). 5Y return: 4.37% (bottom quartile). 5Y return: 16.35% (lower mid). 5Y return: 7.66% (bottom quartile). Point 6 3Y return: 25.26% (top quartile). 3Y return: 18.37% (upper mid). 3Y return: 17.84% (upper mid). 3Y return: 16.50% (lower mid). 3Y return: 16.34% (lower mid). 3Y return: 14.94% (bottom quartile). 3Y return: 10.16% (bottom quartile). Point 7 1Y return: 6.31% (lower mid). 1Y return: 4.48% (bottom quartile). 1Y return: 4.06% (bottom quartile). 1Y return: 6.34% (upper mid). 1Y return: 37.33% (top quartile). 1Y return: 6.25% (lower mid). 1Y return: 14.12% (upper mid). Point 8 Alpha: -0.23 (upper mid). Alpha: -1.81 (lower mid). Alpha: -2.93 (bottom quartile). Alpha: -1.02 (lower mid). Alpha: 1.28 (top quartile). Alpha: -2.54 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.07 (upper mid). Sharpe: -0.10 (bottom quartile). Sharpe: -0.10 (lower mid). Sharpe: -0.04 (lower mid). Sharpe: 2.24 (top quartile). Sharpe: -0.13 (bottom quartile). Sharpe: 0.96 (upper mid). Point 10 Information ratio: 0.18 (upper mid). Information ratio: 0.55 (top quartile). Information ratio: -0.49 (bottom quartile). Information ratio: -0.13 (lower mid). Information ratio: -0.93 (bottom quartile). Information ratio: 0.41 (upper mid). Information ratio: 0.00 (lower mid). Edelweiss Mid Cap Fund
Edelweiss Multi Cap Fund
Edelweiss Large and Mid Cap Fund
Edelweiss Long Term Equity Fund
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Edelweiss Large Cap Fund
Edelweiss ASEAN Equity Off-shore Fund
(Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Economic Resurgence Fund ) The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Multi Cap Fund Below is the key information for Edelweiss Multi Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Equity Opportunities Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.
However, there is no assurance that the investment objective of the scheme will be realised. Research Highlights for Edelweiss Large and Mid Cap Fund Below is the key information for Edelweiss Large and Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies Research Highlights for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Returns up to 1 year are on (Erstwhile Edelweiss Large Cap Advantage Fund) The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India.
However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns. Research Highlights for Edelweiss Large Cap Fund Below is the key information for Edelweiss Large Cap Fund Returns up to 1 year are on The primary investment objective of the Scheme is to provide long term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund which invests primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for Edelweiss ASEAN Equity Off-shore Fund Below is the key information for Edelweiss ASEAN Equity Off-shore Fund Returns up to 1 year are on 1. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (27 Nov 25) ₹104.687 ↓ -0.09 (-0.08 %) Net Assets (Cr) ₹12,647 on 31 Oct 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.07 Information Ratio 0.18 Alpha Ratio -0.23 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 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.1% 3 Month 4.5% 6 Month 7.2% 1 Year 6.3% 3 Year 25.3% 5 Year 27% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (27 Nov 25) ₹39.728 ↓ -0.03 (-0.08 %) Net Assets (Cr) ₹3,006 on 31 Oct 25 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio -0.1 Information Ratio 0.55 Alpha Ratio -1.81 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.5% 3 Month 5.5% 6 Month 6.9% 1 Year 4.5% 3 Year 18.4% 5 Year 19.9% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.4% 2023 29.3% 2022 0.7% 2021 34.7% 2020 14.4% 2019 8.4% 2018 -4.9% 2017 47.4% 2016 0.4% 2015 Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Data below for Edelweiss Multi Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Edelweiss Large and Mid Cap Fund
Edelweiss Large and Mid Cap Fund
Growth Launch Date 14 Jun 07 NAV (27 Nov 25) ₹90.051 ↑ 0.03 (0.03 %) Net Assets (Cr) ₹4,347 on 31 Oct 25 Category Equity - Large & Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.1 Information Ratio -0.49 Alpha Ratio -2.93 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.3% 3 Month 5.5% 6 Month 6.3% 1 Year 4.1% 3 Year 17.8% 5 Year 20% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.5% 2023 29.7% 2022 1.3% 2021 37% 2020 17% 2019 11.1% 2018 -3.3% 2017 38.1% 2016 0.5% 2015 2.7% Fund Manager information for Edelweiss Large and Mid Cap Fund
Name Since Tenure Data below for Edelweiss Large and Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (27 Nov 25) ₹116.21 ↑ 0.10 (0.09 %) Net Assets (Cr) ₹440 on 31 Oct 25 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio -0.05 Information Ratio -0.13 Alpha Ratio -1.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.5% 3 Month 7.2% 6 Month 7.5% 1 Year 6.3% 3 Year 16.5% 5 Year 17.9% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20% 2023 26.8% 2022 -0.1% 2021 30.4% 2020 13.7% 2019 9.2% 2018 -9.1% 2017 37.7% 2016 -1.1% 2015 6.7% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Data below for Edelweiss Long Term Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Growth Launch Date 7 Jul 14 NAV (26 Nov 25) ₹20.5541 ↑ 0.24 (1.18 %) Net Assets (Cr) ₹164 on 31 Oct 25 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.04 Sharpe Ratio 2.24 Information Ratio -0.93 Alpha Ratio 1.28 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 Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.4% 3 Month 13.1% 6 Month 26.8% 1 Year 37.3% 3 Year 16.3% 5 Year 4.4% 10 Year 15 Year Since launch 6.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.9% 2023 5.5% 2022 -16.8% 2021 -5.9% 2020 21.7% 2019 25.1% 2018 -7.2% 2017 30% 2016 9.8% 2015 -14.3% Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Name Since Tenure Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Edelweiss Large Cap Fund
Edelweiss Large Cap Fund
Growth Launch Date 20 May 09 NAV (27 Nov 25) ₹87.26 ↓ -0.06 (-0.07 %) Net Assets (Cr) ₹1,408 on 31 Oct 25 Category Equity - Large Cap AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.19 Sharpe Ratio -0.13 Information Ratio 0.41 Alpha Ratio -2.54 Min Investment 1,000 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 Returns for Edelweiss Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.4% 3 Month 5.6% 6 Month 4.8% 1 Year 6.3% 3 Year 14.9% 5 Year 16.3% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.6% 2023 25.7% 2022 3.4% 2021 23.4% 2020 17.3% 2019 11.5% 2018 1.7% 2017 33.8% 2016 0.4% 2015 0.8% Fund Manager information for Edelweiss Large Cap Fund
Name Since Tenure Data below for Edelweiss Large Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Edelweiss ASEAN Equity Off-shore Fund
Edelweiss ASEAN Equity Off-shore Fund
Growth Launch Date 1 Jul 11 NAV (26 Nov 25) ₹31.747 ↑ 0.20 (0.62 %) Net Assets (Cr) ₹131 on 31 Oct 25 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.42 Sharpe Ratio 0.96 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss ASEAN Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.6% 3 Month 1.7% 6 Month 8.4% 1 Year 14.1% 3 Year 10.2% 5 Year 7.7% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.5% 2023 -1.4% 2022 4.8% 2021 6.3% 2020 2.3% 2019 12% 2018 -2.1% 2017 21.9% 2016 9.6% 2015 -11.1% Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund
Name Since Tenure Data below for Edelweiss ASEAN Equity Off-shore Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?
ನಿಮ್ಮದು ಹೇಗೆ ಎಂದು ತಿಳಿಯಲು ಬಯಸುವಿರಾSIP ಹೂಡಿಕೆ ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಗೆ ಮಾಸಿಕ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಿದರೆ ಬೆಳೆಯುತ್ತದೆಯೇ? ನಾವು ನಿಮಗೆ ಒಂದು ಉದಾಹರಣೆಯೊಂದಿಗೆ ವಿವರಿಸುತ್ತೇವೆ.
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್‌ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಇನ್‌ಪುಟ್‌ಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳುತ್ತಾರೆ ಉದಾಹರಣೆಗೆ SIP ಹೂಡಿಕೆ ಮೊತ್ತ (ಗುರಿ) ಒಬ್ಬರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುತ್ತಾರೆ, ಎಷ್ಟು ವರ್ಷಗಳ ಹೂಡಿಕೆ ಅಗತ್ಯವಿದೆ, ನಿರೀಕ್ಷಿಸಲಾಗಿದೆಹಣದುಬ್ಬರ ದರಗಳು (ಇದಕ್ಕಾಗಿ ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬೇಕು!) ಮತ್ತು ನಿರೀಕ್ಷಿತ ಆದಾಯ. ಆದ್ದರಿಂದ, ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ಅಗತ್ಯವಿರುವ SIP ರಿಟರ್ನ್‌ಗಳನ್ನು ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬಹುದು!
ನೀವು INR 10 ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ಊಹಿಸೋಣ.000 10 ವರ್ಷಗಳವರೆಗೆ, ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂಬುದನ್ನು ನೋಡಿ-
ಮಾಸಿಕ ಹೂಡಿಕೆ: INR 10,000
ಹೂಡಿಕೆಯ ಅವಧಿ: 10 ವರ್ಷಗಳು
ಹೂಡಿಕೆ ಮಾಡಿದ ಒಟ್ಟು ಮೊತ್ತ: INR 12,00,000
ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯ ದರ (ಅಂದಾಜು.): 15%
ಪ್ರಕಾರ ನಿರೀಕ್ಷಿತ ಆದಾಯಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್: INR 27,86,573
ನಿವ್ವಳ ಲಾಭ: INR 15,86,573 (ಸಂಪೂರ್ಣ ರಿಟರ್ನ್= 132.2%)
ಮೇಲಿನ ಲೆಕ್ಕಾಚಾರಗಳು ನೀವು 10 ವರ್ಷಗಳವರೆಗೆ ಮಾಸಿಕ INR 10,000 ಹೂಡಿಕೆ ಮಾಡಿದರೆ (ಒಟ್ಟು INR12,00,000) ನೀವು ಗಳಿಸುವಿರಿINR 27,86,573, ಅಂದರೆ ನೀವು ಮಾಡುವ ನಿವ್ವಳ ಲಾಭINR 15,86,573. ಇದು ಅದ್ಭುತವಲ್ಲವೇ!
ಎಡೆಲ್ವೀಸ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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Research Highlights for Edelweiss Mid Cap Fund