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ಫಿನ್ಕಾಶ್ »ಇನ್ವೆಸ್ಕೊ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಅತ್ಯುತ್ತಮ ಇನ್ವೆಸ್ಕೊ SIP ನಿಧಿಗಳು
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- ಇನ್ವೆಸ್ಕೊ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?
- ಇಕ್ವಿಟಿಗಳಿಗಾಗಿ ಇನ್ವೆಸ್ಕೊ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಿಂದ ಅತ್ಯುತ್ತಮ SIP ನಿಧಿಗಳು
- SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?
- ಇನ್ವೆಸ್ಕೊ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Top 10 Funds
- Invesco India PSU Equity Fund
- Invesco India Mid Cap Fund
- Invesco India Infrastructure Fund
- Invesco India Growth Opportunities Fund
- Invesco India Financial Services Fund
- Invesco India Feeder- Invesco Global Equity Income Fund
- Invesco India Contra Fund
- Invesco India Multicap Fund
- Invesco India Tax Plan
- Invesco India Feeder- Invesco Pan European Equity Fund
ಅತ್ಯುತ್ತಮ ಇನ್ವೆಸ್ಕೊ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
ಇನ್ವೆಸ್ಕೊ SIP ಒಂದು ಆದರ್ಶ ಮಾರ್ಗವಾಗಿದೆಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ. ಇದು ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆಗಳಿಗೆ ಮತ್ತು ನಿಮ್ಮದನ್ನು ಪೂರೈಸಲು ವ್ಯವಸ್ಥಿತ ವಿಧಾನವಾಗಿದೆಹಣಕಾಸಿನ ಗುರಿಗಳು. SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತವಾಗಿಹೂಡಿಕೆ ಯೋಜನೆ, ನೀವು ನಿಗದಿತ ಮಧ್ಯಂತರದಲ್ಲಿ ಸಣ್ಣ ಮೊತ್ತದ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಹೂಡಿಕೆಯ ಅತ್ಯಂತ ಒಳ್ಳೆ ಸಾಧನವಾಗಿರುವುದರಿಂದ, ನೀವು ಪ್ರಾರಂಭಿಸಬಹುದುಹೂಡಿಕೆ ಕೇವಲ INR 500 ನೊಂದಿಗೆ SIP ನಲ್ಲಿ. ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ದೀರ್ಘಾವಧಿಯ ಗುರಿಗಳನ್ನು ಯೋಜಿಸಬಹುದುನಿವೃತ್ತಿ, SIP ನೊಂದಿಗೆ ಮನೆ/ಕಾರು, ಮದುವೆ ಇತ್ಯಾದಿ ಖರೀದಿ. ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿದ್ದಾರೆಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು, ಹೂಡಿಕೆ ಮಾಡಲು SIP ಸೂಕ್ತ ಮಾರ್ಗವಾಗಿದೆ. ಅದರ ಹೂಡಿಕೆಯ ಶೈಲಿಯಿಂದಾಗಿ, ಇದು ಈಕ್ವಿಟಿಯ ಅಪಾಯಗಳನ್ನು ಸಮತೋಲನಗೊಳಿಸುತ್ತದೆಮಾರುಕಟ್ಟೆ.
ಇನ್ವೆಸ್ಕೊ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?
SIP ಗಳ ಕೆಲವು ಪ್ರಯೋಜನಗಳೆಂದರೆ:
- ರೂಪಾಯಿ ವೆಚ್ಚ ಸರಾಸರಿ
- ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
- ಮಾರುಕಟ್ಟೆಗೆ ಸಮಯ ತೆಗೆದುಕೊಳ್ಳುವ ಅಗತ್ಯವಿಲ್ಲ
- ದೀರ್ಘಾವಧಿಯ ಉಳಿತಾಯದ ಅಭ್ಯಾಸ
ಹೂಡಿಕೆದಾರರು ಉತ್ಸುಕರಾಗಿದ್ದಾರೆSIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ, ಇಲ್ಲಿ ಅತ್ಯುತ್ತಮ Invesco SIP ಇವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ ಹೂಡಿಕೆಗಳಿಗಾಗಿ. AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.
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ಇಕ್ವಿಟಿಗಳಿಗಾಗಿ ಇನ್ವೆಸ್ಕೊ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಿಂದ ಅತ್ಯುತ್ತಮ SIP ನಿಧಿಗಳು
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India PSU Equity Fund Growth ₹62.66
↑ 0.17 ₹1,439 500 3.5 12.6 -10.4 33 27.9 25.6 Invesco India Mid Cap Fund Growth ₹180.44
↑ 1.33 ₹7,406 500 13.4 17.4 13 29 29.8 43.1 Invesco India Infrastructure Fund Growth ₹64.26
↑ 0.51 ₹1,607 500 8.8 10.5 -5.9 27.3 30.9 33.2 Invesco India Growth Opportunities Fund Growth ₹101.52
↑ 0.41 ₹7,887 100 11.4 16.1 11.5 26.5 25 37.5 Invesco India Financial Services Fund Growth ₹138.25
↑ 0.16 ₹1,456 100 6 15.9 11.7 22.5 22.8 19.8 Invesco India Feeder- Invesco Global Equity Income Fund Growth ₹31.1584
↓ -0.08 ₹49 500 18.4 13.6 26 22 19 13.7 Invesco India Contra Fund Growth ₹136.03
↑ 0.76 ₹19,257 500 5.6 9.2 2.8 21.6 23 30.1 Invesco India Multicap Fund Growth ₹129.94
↑ 0.33 ₹4,182 500 5 6.1 1 20.3 23.7 29.8 Invesco India Tax Plan Growth ₹125.28
↑ 0.56 ₹2,911 500 4.9 6.3 -0.2 18.4 19.6 25.2 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹19.717
↓ -0.09 ₹52 500 11.9 19.5 18.3 17.9 14.5 -5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 25
To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a Below is the key information for Invesco India Infrastructure Fund Returns up to 1 year are on (Erstwhile Invesco India Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (Erstwhile Invesco India Banking Fund) The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services. Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a Below is the key information for Invesco India Financial Services Fund Returns up to 1 year are on (Erstwhile Invesco India Global Equity Income Fund) To provide capital appreciation and/or income by investing predominantly
in units of Invesco Global Equity Income Fund, an overseas equity fund which invests primarily in equities of companies worldwide. The Scheme may, at the discretion of Fund Manager, also invest in units of other similar Overseas Mutual Funds with similar objectives, strategy and attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Global Equity Income Fund is a Equity - Global fund was launched on 5 May 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Global Equity Income Fund Returns up to 1 year are on The investment objective of the Scheme is to generate capital appreciation
through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing. Invesco India Contra Fund is a Equity - Contra fund was launched on 11 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Contra Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Tax Plan Returns up to 1 year are on (Erstwhile Invesco India Pan European Equity Fund) To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
The Scheme may, at the discretion of Fund Manager, also invest in units of
other similar Overseas Mutual Funds with similar objectives, strategy and
attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund Returns up to 1 year are on 1. Invesco India PSU Equity Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 33 in Sectoral category. Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% . Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (29 Jul 25) ₹62.66 ↑ 0.17 (0.27 %) Net Assets (Cr) ₹1,439 on 30 Jun 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio -0.23 Information Ratio -0.15 Alpha Ratio 0.81 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 Jun 20 ₹10,000 30 Jun 21 ₹13,813 30 Jun 22 ₹13,430 30 Jun 23 ₹19,188 30 Jun 24 ₹37,432 30 Jun 25 ₹36,309 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -3.6% 3 Month 3.5% 6 Month 12.6% 1 Year -10.4% 3 Year 33% 5 Year 27.9% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% 2015 2.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0 Yr. Sagar Gandhi 1 Jul 25 0 Yr. Data below for Invesco India PSU Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 29.23% Utility 27.15% Financial Services 20.44% Energy 15.81% Basic Materials 4.05% Asset Allocation
Asset Class Value Cash 3.31% Equity 96.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹134 Cr 3,178,489 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005478% ₹114 Cr 3,445,961 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN8% ₹112 Cr 1,365,114 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL8% ₹110 Cr 226,465
↑ 12,941 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 5328988% ₹108 Cr 3,599,413 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325557% ₹103 Cr 3,085,790 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO5% ₹69 Cr 1,564,169 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹62 Cr 5,911,723 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | 5321554% ₹59 Cr 3,089,630 NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC4% ₹58 Cr 6,816,616 2. Invesco India Mid Cap Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (29 Jul 25) ₹180.44 ↑ 1.33 (0.74 %) Net Assets (Cr) ₹7,406 on 30 Jun 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.54 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 Jun 20 ₹10,000 30 Jun 21 ₹16,589 30 Jun 22 ₹16,322 30 Jun 23 ₹21,366 30 Jun 24 ₹33,031 30 Jun 25 ₹38,743 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month 0.1% 3 Month 13.4% 6 Month 17.4% 1 Year 13% 3 Year 29% 5 Year 29.8% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.64 Yr. Amit Ganatra 1 Sep 23 1.83 Yr. Data below for Invesco India Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 26.6% Health Care 18.98% Consumer Cyclical 17.09% Industrials 12.25% Technology 8.31% Real Estate 7.93% Basic Materials 5.97% Communication Services 1.86% Asset Allocation
Asset Class Value Cash 0.96% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE6% ₹421 Cr 1,519,233 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹347 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹337 Cr 2,031,622
↑ 138,005 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹312 Cr 7,797,891
↑ 1,783,049 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹303 Cr 1,842,058
↑ 43,526 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹294 Cr 1,676,417
↑ 274,220 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹287 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹286 Cr 13,411,587
↑ 665,645 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹274 Cr 441,151 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹265 Cr 431,234 3. Invesco India Infrastructure Fund
CAGR/Annualized return of 11.1% since its launch. Ranked 24 in Sectoral category. Return for 2024 was 33.2% , 2023 was 51.1% and 2022 was 2.3% . Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (29 Jul 25) ₹64.26 ↑ 0.51 (0.80 %) Net Assets (Cr) ₹1,607 on 30 Jun 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.34 Sharpe Ratio -0.22 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 Jun 20 ₹10,000 30 Jun 21 ₹16,282 30 Jun 22 ₹17,073 30 Jun 23 ₹22,438 30 Jun 24 ₹40,585 30 Jun 25 ₹39,596 Returns for Invesco India Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -1.8% 3 Month 8.8% 6 Month 10.5% 1 Year -5.9% 3 Year 27.3% 5 Year 30.9% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.2% 2023 51.1% 2022 2.3% 2021 55.4% 2020 16.2% 2019 6.1% 2018 -15.8% 2017 48.1% 2016 0.8% 2015 -2.6% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.83 Yr. Sagar Gandhi 1 Mar 25 0.33 Yr. Data below for Invesco India Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 55.98% Basic Materials 9.28% Consumer Cyclical 8.28% Communication Services 6.52% Utility 6.44% Health Care 4.39% Technology 2.99% Real Estate 2.88% Energy 2.66% Asset Allocation
Asset Class Value Cash 0.59% Equity 99.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL7% ₹105 Cr 521,351 Supreme Industries Ltd (Industrials)
Equity, Since 30 Apr 24 | 5099304% ₹66 Cr 150,390 Delhivery Ltd (Industrials)
Equity, Since 31 Aug 24 | 5435294% ₹65 Cr 1,698,708 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 5328984% ₹59 Cr 1,975,592 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390063% ₹56 Cr 35,841 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 24 | POWERINDIA3% ₹55 Cr 27,373 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 30 Apr 24 | IRCTC3% ₹53 Cr 683,788 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 24 | APOLLOHOSP3% ₹52 Cr 71,172 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | ZFCVINDIA3% ₹50 Cr 37,138
↑ 3,052 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jul 23 | RAMCOCEM3% ₹48 Cr 448,912 4. Invesco India Growth Opportunities Fund
CAGR/Annualized return of 13.8% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% . Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (29 Jul 25) ₹101.52 ↑ 0.41 (0.41 %) Net Assets (Cr) ₹7,887 on 30 Jun 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.5 Information Ratio 1.03 Alpha Ratio 9.12 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 Jun 20 ₹10,000 30 Jun 21 ₹15,219 30 Jun 22 ₹14,635 30 Jun 23 ₹18,351 30 Jun 24 ₹28,191 30 Jun 25 ₹32,577 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -0.2% 3 Month 11.4% 6 Month 16.1% 1 Year 11.5% 3 Year 26.5% 5 Year 25% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.5% 2023 31.6% 2022 -0.4% 2021 29.7% 2020 13.3% 2019 10.7% 2018 -0.2% 2017 39.6% 2016 3.3% 2015 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.64 Yr. Amit Ganatra 21 Jan 22 3.44 Yr. Data below for Invesco India Growth Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 28.31% Consumer Cyclical 20.78% Health Care 16.54% Industrials 13.02% Real Estate 7.29% Technology 5.99% Basic Materials 4.12% Communication Services 1.84% Asset Allocation
Asset Class Value Cash 2.07% Equity 97.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO5% ₹427 Cr 714,831
↑ 51,673 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002515% ₹425 Cr 683,586 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE5% ₹374 Cr 1,348,341 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹357 Cr 8,909,867 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE4% ₹317 Cr 1,914,877 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433204% ₹316 Cr 11,968,438
↑ 2,815,841 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹313 Cr 1,921,954 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH4% ₹295 Cr 2,311,411
↑ 113,569 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF4% ₹276 Cr 13,404,597 JK Cement Ltd (Basic Materials)
Equity, Since 29 Feb 24 | JKCEMENT3% ₹253 Cr 411,308 5. Invesco India Financial Services Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 5 in Sectoral category. Return for 2024 was 19.8% , 2023 was 26% and 2022 was 12.8% . Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (29 Jul 25) ₹138.25 ↑ 0.16 (0.12 %) Net Assets (Cr) ₹1,456 on 30 Jun 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio 0.7 Information Ratio 0.96 Alpha Ratio -0.65 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 Jun 20 ₹10,000 30 Jun 21 ₹15,416 30 Jun 22 ₹14,032 30 Jun 23 ₹19,001 30 Jun 24 ₹25,719 30 Jun 25 ₹29,958 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -2.3% 3 Month 6% 6 Month 15.9% 1 Year 11.7% 3 Year 22.5% 5 Year 22.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.8% 2023 26% 2022 12.8% 2021 14% 2020 2.4% 2019 21.2% 2018 -0.3% 2017 45.2% 2016 10.4% 2015 -2.1% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 5.12 Yr. Data below for Invesco India Financial Services Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 95.99% Health Care 1.08% Technology 0.95% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 53217420% ₹293 Cr 2,023,763
↑ 50,280 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK20% ₹284 Cr 1,419,101
↑ 35,175 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹77 Cr 645,964 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX5% ₹76 Cr 85,476 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN5% ₹69 Cr 838,841 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900034% ₹52 Cr 1,947,973 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN3% ₹44 Cr 267,947 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC3% ₹41 Cr 78,652 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN3% ₹40 Cr 562,890 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433903% ₹37 Cr 202,712 6. Invesco India Feeder- Invesco Global Equity Income Fund
CAGR/Annualized return of 10.6% since its launch. Ranked 12 in Global category. Return for 2024 was 13.7% , 2023 was 27% and 2022 was -2.1% . Invesco India Feeder- Invesco Global Equity Income Fund
Growth Launch Date 5 May 14 NAV (29 Jul 25) ₹31.1584 ↓ -0.08 (-0.27 %) Net Assets (Cr) ₹49 on 30 Jun 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 1.4 Sharpe Ratio 1.23 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 Jun 20 ₹10,000 30 Jun 21 ₹13,839 30 Jun 22 ₹12,737 30 Jun 23 ₹16,140 30 Jun 24 ₹19,349 30 Jun 25 ₹24,169 Returns for Invesco India Feeder- Invesco Global Equity Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month 3.3% 3 Month 18.4% 6 Month 13.6% 1 Year 26% 3 Year 22% 5 Year 19% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.7% 2023 27% 2022 -2.1% 2021 21% 2020 7.3% 2019 24.7% 2018 -7.5% 2017 13.2% 2016 2.6% 2015 4% Fund Manager information for Invesco India Feeder- Invesco Global Equity Income Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0.33 Yr. Data below for Invesco India Feeder- Invesco Global Equity Income Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.18% Technology 20.89% Financial Services 15.97% Health Care 6.75% Consumer Cyclical 6.15% Consumer Defensive 4.92% Real Estate 3.65% Communication Services 2.68% Energy 2.27% Basic Materials 2.1% Asset Allocation
Asset Class Value Cash 4.9% Equity 88.56% Other 6.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Global Equity Income C USD Acc
Investment Fund | -96% ₹47 Cr 32,078
↑ 2,736 Triparty Repo
CBLO/Reverse Repo | -8% ₹4 Cr Net Receivables / (Payables)
CBLO | -4% -₹2 Cr 7. Invesco India Contra Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 11 in Contra category. Return for 2024 was 30.1% , 2023 was 28.8% and 2022 was 3.8% . Invesco India Contra Fund
Growth Launch Date 11 Apr 07 NAV (29 Jul 25) ₹136.03 ↑ 0.76 (0.56 %) Net Assets (Cr) ₹19,257 on 30 Jun 25 Category Equity - Contra AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.22 Information Ratio 1.1 Alpha Ratio 4.06 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 Jun 20 ₹10,000 30 Jun 21 ₹15,597 30 Jun 22 ₹15,390 30 Jun 23 ₹19,086 30 Jun 24 ₹27,952 30 Jun 25 ₹30,537 Returns for Invesco India Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -0.9% 3 Month 5.6% 6 Month 9.2% 1 Year 2.8% 3 Year 21.6% 5 Year 23% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.1% 2023 28.8% 2022 3.8% 2021 29.6% 2020 21.2% 2019 5.9% 2018 -3.3% 2017 45.6% 2016 6.7% 2015 4% Fund Manager information for Invesco India Contra Fund
Name Since Tenure Amit Ganatra 1 Dec 23 1.58 Yr. Taher Badshah 13 Jan 17 8.47 Yr. Data below for Invesco India Contra Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 32.97% Consumer Cyclical 15.33% Health Care 13.75% Technology 10.38% Industrials 8.64% Basic Materials 4.46% Consumer Defensive 3.75% Communication Services 2.21% Utility 2.19% Real Estate 1.56% Energy 1.45% Asset Allocation
Asset Class Value Cash 1.13% Equity 98.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK8% ₹1,562 Cr 7,802,903 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | 5321747% ₹1,428 Cr 9,874,886 Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY5% ₹1,044 Cr 6,515,879 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M4% ₹682 Cr 2,141,610 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5322153% ₹624 Cr 5,201,150 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹618 Cr 23,382,312 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 20 | LT3% ₹563 Cr 1,534,743 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Mar 24 | APOLLOHOSP3% ₹516 Cr 711,861 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE2% ₹454 Cr 2,357,575 NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 5325552% ₹423 Cr 12,620,437 8. Invesco India Multicap Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (29 Jul 25) ₹129.94 ↑ 0.33 (0.25 %) Net Assets (Cr) ₹4,182 on 30 Jun 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.17 Information Ratio 0.02 Alpha Ratio 2.72 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 Jun 20 ₹10,000 30 Jun 21 ₹16,833 30 Jun 22 ₹15,932 30 Jun 23 ₹19,991 30 Jun 24 ₹28,857 30 Jun 25 ₹31,267 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -3% 3 Month 5% 6 Month 6.1% 1 Year 1% 3 Year 20.3% 5 Year 23.7% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.83 Yr. Taher Badshah 1 Jul 25 0 Yr. Manish Poddar 1 Jul 25 0 Yr. Data below for Invesco India Multicap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 19.92% Consumer Cyclical 15.63% Industrials 15.06% Basic Materials 11.84% Health Care 11.09% Technology 9.47% Consumer Defensive 8.01% Communication Services 2.73% Utility 2.07% Real Estate 1.74% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY5% ₹225 Cr 1,404,750
↑ 84,351 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321745% ₹218 Cr 1,508,652 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK4% ₹180 Cr 897,791 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002514% ₹159 Cr 255,527 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901573% ₹114 Cr 746,084 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹112 Cr 688,893 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX3% ₹109 Cr 122,043 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 24 | POWERINDIA2% ₹102 Cr 51,185 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL2% ₹92 Cr 2,179,981 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 23 | MAXHEALTH2% ₹87 Cr 678,911 9. Invesco India Tax Plan
CAGR/Annualized return of 14.6% since its launch. Ranked 17 in ELSS category. Return for 2024 was 25.2% , 2023 was 30.9% and 2022 was -7.7% . Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (29 Jul 25) ₹125.28 ↑ 0.56 (0.45 %) Net Assets (Cr) ₹2,911 on 30 Jun 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.03 Information Ratio 0.17 Alpha Ratio 0.93 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,557 30 Jun 22 ₹14,537 30 Jun 23 ₹17,950 30 Jun 24 ₹25,232 30 Jun 25 ₹26,685 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month -2.3% 3 Month 4.9% 6 Month 6.3% 1 Year -0.2% 3 Year 18.4% 5 Year 19.6% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% 2015 5.8% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Nigam 3 Sep 20 4.83 Yr. Deepesh Kashyap 1 Jul 25 0 Yr. Data below for Invesco India Tax Plan as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 23.86% Consumer Cyclical 23.04% Industrials 14.96% Technology 11.04% Health Care 8.75% Basic Materials 5.78% Consumer Defensive 3.54% Communication Services 2.36% Energy 2.14% Real Estate 1.75% Utility 1.74% Asset Allocation
Asset Class Value Cash 1.04% Equity 98.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK6% ₹178 Cr 888,461
↓ -124,075 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY5% ₹155 Cr 965,480
↑ 276,794 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | 5321743% ₹87 Cr 602,802
↓ -90,402 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹82 Cr 879,010
↑ 693,566 Home First Finance Co India Ltd --- (Financial Services)
Equity, Since 31 Mar 23 | HOMEFIRST3% ₹78 Cr 568,508 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹77 Cr 145,427 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹76 Cr 632,481
↓ -26,151 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434263% ₹75 Cr 648,682 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433843% ₹73 Cr 3,516,833
↑ 703,082 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY2% ₹72 Cr 1,803,333
↑ 186,255 10. Invesco India Feeder- Invesco Pan European Equity Fund
CAGR/Annualized return of 6.1% since its launch. Ranked 20 in Global category. Return for 2024 was -5.1% , 2023 was 20.5% and 2022 was 1.6% . Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (29 Jul 25) ₹19.717 ↓ -0.09 (-0.46 %) Net Assets (Cr) ₹52 on 30 Jun 25 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.96 Sharpe Ratio 0.85 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 Jun 20 ₹10,000 30 Jun 21 ₹13,646 30 Jun 22 ₹11,968 30 Jun 23 ₹15,739 30 Jun 24 ₹16,858 30 Jun 25 ₹20,043 Returns for Invesco India Feeder- Invesco Pan European Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jul 25 Duration Returns 1 Month 2.6% 3 Month 11.9% 6 Month 19.5% 1 Year 18.3% 3 Year 17.9% 5 Year 14.5% 10 Year 15 Year Since launch 6.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.1% 2023 20.5% 2022 1.6% 2021 16.6% 2020 1.6% 2019 17.2% 2018 -11.2% 2017 14.8% 2016 -0.2% 2015 0.6% Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Sagar Gandhi 1 Mar 25 0.33 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.63% Financial Services 17.87% Health Care 11.95% Basic Materials 9.19% Technology 7.05% Consumer Defensive 6.49% Energy 5.87% Utility 4.97% Consumer Cyclical 4.29% Communication Services 3.36% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 3.88% Equity 96.1% Debt 0.01% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -97% ₹50 Cr 151,039
↑ 7,774 Triparty Repo
CBLO/Reverse Repo | -3% ₹2 Cr Net Receivables / (Payables)
CBLO | -0% ₹0 Cr
SIP ಹೂಡಿಕೆ 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%
ನಿರೀಕ್ಷಿತ ಆದಾಯದ ಪ್ರಕಾರಸಿಪ್ 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!
ಇನ್ವೆಸ್ಕೊ ಮ್ಯೂಚುಯಲ್ 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 ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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