+91-22-4891390910 , 20 ವರ್ಷದ ಹೂಡಿಕೆ 2022 ಗಾಗಿ 10 ಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಗಳು
ಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಗಳು? ಅವರನ್ನು ಆಯ್ಕೆ ಮಾಡುವುದು ಹೇಗೆ? ಯೋಚಿಸುವಾಗ ಹೂಡಿಕೆದಾರರ ಮನಸ್ಸಿನಲ್ಲಿ ಉಂಟಾಗುವ ಕೆಲವು ಸಾಮಾನ್ಯ ಪ್ರಶ್ನೆಗಳು ಇವುಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ a ಮೂಲಕSIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ.SIP ಹೂಡಿಕೆ ಅತ್ಯಂತ ಶಿಸ್ತುಬದ್ಧವಾಗಿದೆಹೂಡಿಕೆ ಹೂಡಿಕೆ ಮಾಡುವಾಗ ಆಯ್ಕೆಗಳುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು.
ಇದಲ್ಲದೆ, SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ನಲ್ಲಿ ಹೂಡಿಕೆಯ ಕನಿಷ್ಠ ಮೊತ್ತವು INR 500 ಕ್ಕಿಂತ ಕಡಿಮೆಯಿರುತ್ತದೆ. ಇದು ಹೂಡಿಕೆಯನ್ನು ಮಾಡುತ್ತದೆಉನ್ನತ SIP ಹೆಚ್ಚು ಅನುಕೂಲಕರ ಯೋಜನೆಗಳು.
ನೀವು SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಯಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ಕೆಲವುಹೂಡಿಕೆಯ ಪ್ರಯೋಜನಗಳು ಒಂದು SIP ನಲ್ಲಿ:
ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಗಳು ಸಹ ಲಾಭವನ್ನು ನೀಡುತ್ತವೆಸಂಯೋಜನೆಯ ಶಕ್ತಿ. ನೀವು ಅಸಲು ಮಾತ್ರ ಆಸಕ್ತಿಯನ್ನು ಪಡೆದಾಗ ಸರಳ ಆಸಕ್ತಿ. ಚಕ್ರಬಡ್ಡಿಯ ಸಂದರ್ಭದಲ್ಲಿ, ಬಡ್ಡಿ ಮೊತ್ತವನ್ನು ಅಸಲಿಗೆ ಸೇರಿಸಲಾಗುತ್ತದೆ ಮತ್ತು ಹೊಸ ಅಸಲು (ಹಳೆಯ ಅಸಲು ಮತ್ತು ಲಾಭಗಳು) ಮೇಲೆ ಬಡ್ಡಿಯನ್ನು ಲೆಕ್ಕಹಾಕಲಾಗುತ್ತದೆ. ಈ ಪ್ರಕ್ರಿಯೆಯು ಪ್ರತಿ ಬಾರಿಯೂ ಮುಂದುವರಿಯುತ್ತದೆ. SIP ಯಲ್ಲಿನ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳು ಕಂತುಗಳಲ್ಲಿರುವುದರಿಂದ, ಅವು ಸಂಯುಕ್ತವಾಗಿರುತ್ತವೆ, ಇದು ಆರಂಭದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿದ ಮೊತ್ತಕ್ಕೆ ಹೆಚ್ಚಿನದನ್ನು ಸೇರಿಸುತ್ತದೆ.
ರೂಪಾಯಿ ವೆಚ್ಚದ ಸರಾಸರಿ
ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಯು ನೀಡುವ ದೊಡ್ಡ ಪ್ರಯೋಜನವೆಂದರೆ ರೂಪಾಯಿ ವೆಚ್ಚದ ಸರಾಸರಿ, ಇದು ಆಸ್ತಿ ಖರೀದಿಯ ವೆಚ್ಚವನ್ನು ಸರಾಸರಿ ಮಾಡಲು ವ್ಯಕ್ತಿಗೆ ಸಹಾಯ ಮಾಡುತ್ತದೆ. ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ನಲ್ಲಿ ಒಂದು ದೊಡ್ಡ ಮೊತ್ತದ ಹೂಡಿಕೆಯನ್ನು ಮಾಡುವಾಗ ನಿರ್ದಿಷ್ಟ ಸಂಖ್ಯೆಯ ಯೂನಿಟ್ಗಳನ್ನು ಖರೀದಿಸಲಾಗುತ್ತದೆಹೂಡಿಕೆದಾರ ಒಂದೇ ಬಾರಿಗೆ, SIP ಯ ಸಂದರ್ಭದಲ್ಲಿ ಯೂನಿಟ್ಗಳ ಖರೀದಿಯನ್ನು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಮಾಡಲಾಗುತ್ತದೆ ಮತ್ತು ಇವುಗಳು ಮಾಸಿಕ ಮಧ್ಯಂತರಗಳಲ್ಲಿ (ಸಾಮಾನ್ಯವಾಗಿ) ಸಮಾನವಾಗಿ ಹರಡುತ್ತವೆ. ಹೂಡಿಕೆಯು ಕಾಲಾನಂತರದಲ್ಲಿ ಹರಡುವುದರಿಂದ, ಹೂಡಿಕೆಯನ್ನು ಸ್ಟಾಕ್ಗೆ ಮಾಡಲಾಗುತ್ತದೆಮಾರುಕಟ್ಟೆ ವಿವಿಧ ಬೆಲೆಗಳಲ್ಲಿ ಹೂಡಿಕೆದಾರರಿಗೆ ಸರಾಸರಿ ವೆಚ್ಚದ ಲಾಭವನ್ನು ನೀಡುತ್ತದೆ, ಆದ್ದರಿಂದ ರೂಪಾಯಿ ವೆಚ್ಚದ ಸರಾಸರಿ ಎಂಬ ಪದ.
ಕೈಗೆಟುಕುವ ಸಾಮರ್ಥ್ಯ
SIP ಗಳು ಉಳಿತಾಯವನ್ನು ಪ್ರಾರಂಭಿಸಲು ಜನಸಾಮಾನ್ಯರಿಗೆ ಅತ್ಯಂತ ಕೈಗೆಟುಕುವ ಆಯ್ಕೆಯಾಗಿದೆ ಏಕೆಂದರೆ ಪ್ರತಿ ಕಂತಿಗೆ ಅಗತ್ಯವಿರುವ ಕನಿಷ್ಠ ಮೊತ್ತವು (ಅದೂ ಮಾಸಿಕ!) INR 500 ಕ್ಕಿಂತ ಕಡಿಮೆಯಿರಬಹುದು. ಕೆಲವು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಕಂಪನಿಗಳು ಸಹ ಯಾವುದನ್ನಾದರೂ ನೀಡುತ್ತವೆಮೈಕ್ರೋಸಿಪ್ ಅಲ್ಲಿ ಟಿಕೆಟ್ ಗಾತ್ರವು INR 100 ಕ್ಕಿಂತ ಕಡಿಮೆಯಿರುತ್ತದೆ.
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ಅಪಾಯ ಕಡಿತ
ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಯು ದೀರ್ಘಕಾಲದವರೆಗೆ ಹರಡಿರುವುದರಿಂದ, ಷೇರು ಮಾರುಕಟ್ಟೆಯ ಎಲ್ಲಾ ಅವಧಿಗಳು, ಏರಿಳಿತಗಳು ಮತ್ತು ಹೆಚ್ಚು ಮುಖ್ಯವಾಗಿ ಕುಸಿತಗಳನ್ನು ಹಿಡಿಯುತ್ತದೆ. ಕುಸಿತಗಳಲ್ಲಿ, ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರನ್ನು ಭಯವು ಸೆಳೆದಾಗ, SIP ಕಂತುಗಳು ಹೂಡಿಕೆದಾರರು ಖರೀದಿಸುವುದನ್ನು ಖಾತ್ರಿಪಡಿಸುವುದನ್ನು ಮುಂದುವರಿಸುತ್ತವೆಕಡಿಮೆ.
FY 22 - 23 ರಲ್ಲಿ 10, 20 ವರ್ಷಗಳ ಹೂಡಿಕೆಗಾಗಿ ಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಗಳು
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold 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 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 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. Research Highlights for Invesco India PSU Equity Fund Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on The investment objective of the Scheme will be to generate returns that correspond closely to the returns generated by IDBI Gold Exchange Traded Fund (IDBI GOLD ETF). Research Highlights for IDBI Gold Fund Below is the key information for IDBI Gold Fund Returns up to 1 year are on The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). Research Highlights for SBI Gold Fund Below is the key information for SBI Gold Fund Returns up to 1 year are on ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF).
However, there can be no assurance that the investment objectives of the Scheme will be realized. Research Highlights for ICICI Prudential Regular Gold Savings Fund Below is the key information for ICICI Prudential Regular Gold Savings Fund Returns up to 1 year are on To generate returns that closely correspond to returns generated by Axis Gold ETF. Research Highlights for Axis Gold Fund Below is the key information for Axis Gold Fund Returns up to 1 year are on To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund (HGETF). Research Highlights for HDFC Gold Fund Below is the key information for HDFC Gold Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES. Research Highlights for Nippon India Gold Savings Fund Below is the key information for Nippon India Gold Savings Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP World Gold Fund Growth ₹62.3984
↑ 0.07 ₹2,191 500 10.8 37.9 142.8 49.8 27.3 167.1 SBI PSU Fund Growth ₹35.1961
↑ 0.42 ₹6,545 500 4.3 7.1 22.5 32.3 27.1 11.3 ICICI Prudential Infrastructure Fund Growth ₹192.92
↑ 3.60 ₹8,098 100 -0.5 -2.2 13.5 23.4 25.7 6.7 Invesco India PSU Equity Fund Growth ₹66.06
↑ 0.80 ₹1,511 500 0.3 2.1 19.4 29.8 24.9 10.3 IDBI Gold Fund Growth ₹38.4708
↓ -0.06 ₹795 500 8.3 22.6 62.6 33.1 24.9 79 SBI Gold Fund Growth ₹43.5314
↑ 0.09 ₹15,700 500 8.8 22.7 65.1 33.8 24.8 71.5 ICICI Prudential Regular Gold Savings Fund Growth ₹46.0555
↑ 0.11 ₹6,535 100 8.7 22.7 64.8 33.7 24.6 72 Axis Gold Fund Growth ₹43.1892
↑ 0.13 ₹2,998 1,000 8.4 22.5 63.6 33.5 24.6 69.8 HDFC Gold Fund Growth ₹44.3794
↑ 0.08 ₹11,766 300 8.7 22.3 64.3 33.5 24.6 71.3 Nippon India Gold Savings Fund Growth ₹56.8393
↑ 0.13 ₹7,223 100 8.6 22.4 64.2 33.5 24.5 71.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary DSP World Gold Fund SBI PSU Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund IDBI Gold Fund SBI Gold Fund ICICI Prudential Regular Gold Savings Fund Axis Gold Fund HDFC Gold Fund Nippon India Gold Savings Fund Point 1 Bottom quartile AUM (₹2,191 Cr). Upper mid AUM (₹6,545 Cr). Upper mid AUM (₹8,098 Cr). Bottom quartile AUM (₹1,511 Cr). Bottom quartile AUM (₹795 Cr). Highest AUM (₹15,700 Cr). Lower mid AUM (₹6,535 Cr). Lower mid AUM (₹2,998 Cr). Top quartile AUM (₹11,766 Cr). Upper mid AUM (₹7,223 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Oldest track record among peers (20 yrs). Established history (16+ yrs). Established history (13+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 2★ (upper mid). Rating: 3★ (top quartile). Rating: 3★ (upper mid). Not Rated. Rating: 2★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.32% (top quartile). 5Y return: 27.13% (top quartile). 5Y return: 25.68% (upper mid). 5Y return: 24.93% (upper mid). 5Y return: 24.91% (upper mid). 5Y return: 24.79% (lower mid). 5Y return: 24.64% (lower mid). 5Y return: 24.59% (bottom quartile). 5Y return: 24.57% (bottom quartile). 5Y return: 24.54% (bottom quartile). Point 6 3Y return: 49.81% (top quartile). 3Y return: 32.35% (bottom quartile). 3Y return: 23.44% (bottom quartile). 3Y return: 29.78% (bottom quartile). 3Y return: 33.07% (lower mid). 3Y return: 33.78% (top quartile). 3Y return: 33.66% (upper mid). 3Y return: 33.45% (lower mid). 3Y return: 33.51% (upper mid). 3Y return: 33.46% (upper mid). Point 7 1Y return: 142.79% (top quartile). 1Y return: 22.54% (bottom quartile). 1Y return: 13.47% (bottom quartile). 1Y return: 19.41% (bottom quartile). 1Y return: 62.63% (lower mid). 1Y return: 65.07% (top quartile). 1Y return: 64.83% (upper mid). 1Y return: 63.64% (lower mid). 1Y return: 64.25% (upper mid). 1Y return: 64.22% (upper mid). Point 8 Alpha: 6.90 (top quartile). Alpha: 0.92 (top quartile). Alpha: 0.00 (upper mid). Alpha: -6.26 (bottom quartile). 1M return: -6.71% (bottom quartile). 1M return: -6.70% (bottom quartile). 1M return: -6.60% (lower mid). 1M return: -6.59% (lower mid). 1M return: -6.56% (upper mid). 1M return: -6.63% (bottom quartile). Point 9 Sharpe: 4.06 (top quartile). Sharpe: 1.90 (bottom quartile). Sharpe: 1.03 (bottom quartile). Sharpe: 1.47 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Information ratio: -1.08 (bottom quartile). Information ratio: -0.27 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.78 (bottom quartile). Sharpe: 2.75 (upper mid). Sharpe: 2.95 (upper mid). Sharpe: 2.66 (lower mid). Sharpe: 3.39 (top quartile). Sharpe: 3.01 (upper mid). Sharpe: 2.55 (lower mid). DSP World Gold Fund
SBI PSU Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
IDBI Gold Fund
SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
Axis Gold Fund
HDFC Gold Fund
Nippon India Gold Savings Fund
ಸಿಎಜಿಆರ್ 5 ವರ್ಷಗಳಿಗೂ ಹೆಚ್ಚಿನ ಆದಾಯ ಮತ್ತು ನಿಧಿಯು ಕನಿಷ್ಠ 5 ವರ್ಷಗಳ ಮಾರುಕಟ್ಟೆ ಇತಿಹಾಸವನ್ನು (ನಿಧಿಯ ವಯಸ್ಸು) ಹೊಂದಿದೆ ಮತ್ತು ಕನಿಷ್ಠವನ್ನು ಹೊಂದಿದೆ500 ಕೋಟಿ ನಿರ್ವಹಣೆಯ ಅಡಿಯಲ್ಲಿ ಆಸ್ತಿ.1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (09 Apr 26) ₹62.3984 ↑ 0.07 (0.10 %) Net Assets (Cr) ₹2,191 on 28 Feb 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 4.06 Information Ratio -1.08 Alpha Ratio 6.9 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,138 31 Mar 23 ₹10,487 31 Mar 24 ₹10,232 31 Mar 25 ₹15,284 31 Mar 26 ₹33,879 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -0.6% 3 Month 10.8% 6 Month 37.9% 1 Year 142.8% 3 Year 49.8% 5 Year 27.3% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 167.1% 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 13.01 Yr. Data below for DSP World Gold Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 94.27% Asset Allocation
Asset Class Value Cash 3.92% Equity 94.27% Debt 0.01% Other 1.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -70% ₹1,531 Cr 1,103,589
↓ -74,069 VanEck Gold Miners ETF
- | GDX28% ₹604 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹90 Cr Net Receivables/Payables
Net Current Assets | -2% -₹35 Cr 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (10 Apr 26) ₹35.1961 ↑ 0.42 (1.20 %) Net Assets (Cr) ₹6,545 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 1.9 Information Ratio -0.27 Alpha Ratio 0.92 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,520 31 Mar 23 ₹14,284 31 Mar 24 ₹26,707 31 Mar 25 ₹28,297 31 Mar 26 ₹30,937 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -0.5% 3 Month 4.3% 6 Month 7.1% 1 Year 22.5% 3 Year 32.3% 5 Year 27.1% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 1.75 Yr. Data below for SBI PSU Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 32.81% Utility 30.45% Energy 14.36% Industrials 12.03% Basic Materials 6.19% Asset Allocation
Asset Class Value Cash 4.09% Equity 95.84% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN18% ₹1,193 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹610 Cr 13,725,000
↑ 750,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID9% ₹595 Cr 19,935,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL9% ₹593 Cr 34,950,000
↑ 5,800,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC9% ₹590 Cr 15,443,244 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL6% ₹374 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA5% ₹354 Cr 11,000,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB4% ₹240 Cr 2,427,235 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC3% ₹228 Cr 27,900,000 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹186 Cr 3,850,000 3. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (10 Apr 26) ₹192.92 ↑ 3.60 (1.90 %) Net Assets (Cr) ₹8,098 on 28 Feb 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 1.03 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 31 Mar 21 ₹10,000 31 Mar 22 ₹13,553 31 Mar 23 ₹16,550 31 Mar 24 ₹27,030 31 Mar 25 ₹29,212 31 Mar 26 ₹28,800 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month 3% 3 Month -0.5% 6 Month -2.2% 1 Year 13.5% 3 Year 23.4% 5 Year 25.7% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 27.4% 2022 44.6% 2021 28.8% 2020 50.1% 2019 3.6% 2018 2.6% 2017 -14% 2016 40.8% 2015 2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 8.75 Yr. Sharmila D’mello 30 Jun 22 3.67 Yr. Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 46.67% Financial Services 11.63% Basic Materials 9.64% Utility 9.63% Real Estate 7.38% Energy 5.04% Consumer Cyclical 2.22% Communication Services 0.1% Asset Allocation
Asset Class Value Cash 7.37% Equity 92.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO8% ₹672 Cr 1,391,449 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹601 Cr 1,405,704
↓ -350,000 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC4% ₹356 Cr 9,326,448 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY4% ₹310 Cr 2,032,833
↑ 336,652 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹240 Cr 1,931,967 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | INDUSINDBK3% ₹232 Cr 2,424,016 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹221 Cr 574,561 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹213 Cr 1,529,725 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC2% ₹202 Cr 13,203,905
↑ 150,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | BRIGADE2% ₹201 Cr 2,901,049
↑ 489,113 4. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (10 Apr 26) ₹66.06 ↑ 0.80 (1.23 %) Net Assets (Cr) ₹1,511 on 28 Feb 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 1.47 Information Ratio -0.78 Alpha Ratio -6.26 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,277 31 Mar 23 ₹13,931 31 Mar 24 ₹25,544 31 Mar 25 ₹26,724 31 Mar 26 ₹27,849 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -0.4% 3 Month 0.3% 6 Month 2.1% 1 Year 19.4% 3 Year 29.8% 5 Year 24.9% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 25.6% 2022 54.5% 2021 20.5% 2020 31.1% 2019 6.1% 2018 10.1% 2017 -16.9% 2016 24.3% 2015 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.66 Yr. Sagar Gandhi 1 Jul 25 0.66 Yr. Data below for Invesco India PSU Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 31.73% Industrials 29.22% Utility 19.38% Energy 13.06% Basic Materials 3.8% Consumer Cyclical 1.44% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹141 Cr 1,171,232
↓ -123,757 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB8% ₹115 Cr 1,157,444 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL7% ₹105 Cr 2,717,009 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL7% ₹103 Cr 2,316,519
↓ -681,173 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹102 Cr 261,137
↑ 73,494 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹82 Cr 9,129,820 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA5% ₹80 Cr 2,477,556
↑ 233,334 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC5% ₹69 Cr 1,801,543 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP4% ₹61 Cr 646,300 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD4% ₹60 Cr 1,703,577
↑ 217,962 5. IDBI Gold Fund
IDBI Gold Fund
Growth Launch Date 14 Aug 12 NAV (10 Apr 26) ₹38.4708 ↓ -0.06 (-0.15 %) Net Assets (Cr) ₹795 on 28 Feb 26 Category Gold - Gold AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 0.64 Sharpe Ratio 2.75 Information Ratio 0 Alpha Ratio 0 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,326 31 Mar 23 ₹13,152 31 Mar 24 ₹14,542 31 Mar 25 ₹19,185 31 Mar 26 ₹30,548 Returns for IDBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -6.7% 3 Month 8.3% 6 Month 22.6% 1 Year 62.6% 3 Year 33.1% 5 Year 24.9% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 79% 2023 18.7% 2022 14.8% 2021 12% 2020 -4% 2019 24.2% 2018 21.6% 2017 5.8% 2016 1.4% 2015 8.3% Fund Manager information for IDBI Gold Fund
Name Since Tenure Sumit Bhatnagar 1 Jun 24 1.75 Yr. Data below for IDBI Gold Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 1.83% Other 98.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity LIC MF Gold ETF
- | -100% ₹793 Cr 553,342
↑ 15,390 Treps
CBLO/Reverse Repo | -1% ₹7 Cr Net Receivables / (Payables)
Net Current Assets | -1% -₹5 Cr 6. SBI Gold Fund
SBI Gold Fund
Growth Launch Date 12 Sep 11 NAV (10 Apr 26) ₹43.5314 ↑ 0.09 (0.21 %) Net Assets (Cr) ₹15,700 on 28 Feb 26 Category Gold - Gold AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.3 Sharpe Ratio 2.95 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,479 31 Mar 23 ₹13,282 31 Mar 24 ₹14,673 31 Mar 25 ₹19,214 31 Mar 26 ₹31,308 Returns for SBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -6.7% 3 Month 8.8% 6 Month 22.7% 1 Year 65.1% 3 Year 33.8% 5 Year 24.8% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 71.5% 2023 19.6% 2022 14.1% 2021 12.6% 2020 -5.7% 2019 27.4% 2018 22.8% 2017 6.4% 2016 3.5% 2015 10% Fund Manager information for SBI Gold Fund
Name Since Tenure Viral Chhadva 1 Mar 26 0 Yr. Data below for SBI Gold Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 1.42% Other 98.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Gold ETF
- | -100% ₹15,701 Cr 1,156,186,343
↑ 58,974,677 Net Receivable / Payable
CBLO | -0% -₹61 Cr Treps
CBLO/Reverse Repo | -0% ₹60 Cr 7. ICICI Prudential Regular Gold Savings Fund
ICICI Prudential Regular Gold Savings Fund
Growth Launch Date 11 Oct 11 NAV (10 Apr 26) ₹46.0555 ↑ 0.11 (0.24 %) Net Assets (Cr) ₹6,535 on 28 Feb 26 Category Gold - Gold AMC ICICI Prudential Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.38 Sharpe Ratio 2.66 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-15 Months (2%),15 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,416 31 Mar 23 ₹13,182 31 Mar 24 ₹14,597 31 Mar 25 ₹19,039 31 Mar 26 ₹31,007 Returns for ICICI Prudential Regular Gold Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -6.6% 3 Month 8.7% 6 Month 22.7% 1 Year 64.8% 3 Year 33.7% 5 Year 24.6% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 72% 2023 19.5% 2022 13.5% 2021 12.7% 2020 -5.4% 2019 26.6% 2018 22.7% 2017 7.4% 2016 0.8% 2015 8.9% Fund Manager information for ICICI Prudential Regular Gold Savings Fund
Name Since Tenure Manish Banthia 27 Sep 12 13.43 Yr. Nishit Patel 29 Dec 20 5.17 Yr. Ashwini Bharucha 1 Nov 25 0.33 Yr. Venus Ahuja 1 Nov 25 0.33 Yr. Data below for ICICI Prudential Regular Gold Savings Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 1.68% Other 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Pru Gold ETF
- | -100% ₹6,523 Cr 478,598,971
↑ 29,847,306 Treps
CBLO/Reverse Repo | -1% ₹44 Cr Net Current Assets
Net Current Assets | -0% -₹32 Cr 8. Axis Gold Fund
Axis Gold Fund
Growth Launch Date 20 Oct 11 NAV (10 Apr 26) ₹43.1892 ↑ 0.13 (0.31 %) Net Assets (Cr) ₹2,998 on 28 Feb 26 Category Gold - Gold AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.5 Sharpe Ratio 3.39 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,408 31 Mar 23 ₹13,231 31 Mar 24 ₹14,624 31 Mar 25 ₹19,102 31 Mar 26 ₹30,890 Returns for Axis Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -6.6% 3 Month 8.4% 6 Month 22.5% 1 Year 63.6% 3 Year 33.5% 5 Year 24.6% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 69.8% 2023 19.2% 2022 14.7% 2021 12.5% 2020 -4.7% 2019 26.9% 2018 23.1% 2017 8.3% 2016 0.7% 2015 10.7% Fund Manager information for Axis Gold Fund
Name Since Tenure Aditya Pagaria 9 Nov 21 4.31 Yr. Pratik Tibrewal 1 Feb 25 1.07 Yr. Data below for Axis Gold Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 1.85% Other 98.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Gold ETF
- | -100% ₹2,992 Cr 225,201,921
↑ 9,540,137 Clearing Corporation Of India Ltd
CBLO/Reverse Repo | -0% ₹11 Cr Net Receivables / (Payables)
CBLO | -0% -₹6 Cr 9. HDFC Gold Fund
HDFC Gold Fund
Growth Launch Date 24 Oct 11 NAV (10 Apr 26) ₹44.3794 ↑ 0.08 (0.17 %) Net Assets (Cr) ₹11,766 on 28 Feb 26 Category Gold - Gold AMC HDFC Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.49 Sharpe Ratio 3.01 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,416 31 Mar 23 ₹13,163 31 Mar 24 ₹14,561 31 Mar 25 ₹19,115 31 Mar 26 ₹30,847 Returns for HDFC Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -6.6% 3 Month 8.7% 6 Month 22.3% 1 Year 64.3% 3 Year 33.5% 5 Year 24.6% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 71.3% 2023 18.9% 2022 14.1% 2021 12.7% 2020 -5.5% 2019 27.5% 2018 21.7% 2017 6.6% 2016 2.8% 2015 10.1% Fund Manager information for HDFC Gold Fund
Name Since Tenure Arun Agarwal 15 Feb 23 3.04 Yr. Nandita Menezes 29 Mar 25 0.92 Yr. Data below for HDFC Gold Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 1.36% Other 98.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Gold ETF
- | -100% ₹11,760 Cr 864,529,937
↑ 23,844,500 Treps - Tri-Party Repo
CBLO/Reverse Repo | -0% ₹15 Cr Net Current Assets
Net Current Assets | -0% -₹9 Cr 10. Nippon India Gold Savings Fund
Nippon India Gold Savings Fund
Growth Launch Date 7 Mar 11 NAV (10 Apr 26) ₹56.8393 ↑ 0.13 (0.23 %) Net Assets (Cr) ₹7,223 on 28 Feb 26 Category Gold - Gold AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.35 Sharpe Ratio 2.55 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (2%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,507 31 Mar 23 ₹13,272 31 Mar 24 ₹14,664 31 Mar 25 ₹19,140 31 Mar 26 ₹31,151 Returns for Nippon India Gold Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 26 Duration Returns 1 Month -6.6% 3 Month 8.6% 6 Month 22.4% 1 Year 64.2% 3 Year 33.5% 5 Year 24.5% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 71.2% 2023 19% 2022 14.3% 2021 12.3% 2020 -5.5% 2019 26.6% 2018 22.5% 2017 6% 2016 1.7% 2015 11.6% Fund Manager information for Nippon India Gold Savings Fund
Name Since Tenure Himanshu Mange 23 Dec 23 2.19 Yr. Data below for Nippon India Gold Savings Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 1.37% Other 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India ETF Gold BeES
- | -100% ₹7,221 Cr 548,676,679
↑ 21,617,000 Triparty Repo
CBLO/Reverse Repo | -0% ₹14 Cr Net Current Assets
Net Current Assets | -0% -₹12 Cr Cash Margin - Ccil
CBLO/Reverse Repo | -0% ₹0 Cr Cash
Net Current Assets | -0% ₹0 Cr 00
ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ SIP 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!
FAQ ಗಳು
1. ಮೊತ್ತವನ್ನು ಡೆಬಿಟ್ ಮಾಡುವ ಸಮಯವನ್ನು ನಾನು ಆಯ್ಕೆ ಮಾಡಬಹುದೇ?
ಉ: ಇಲ್ಲ, ನಿಮ್ಮಿಂದ ಮೊತ್ತವನ್ನು ಡೆಬಿಟ್ ಮಾಡುವ ಅವಧಿಬ್ಯಾಂಕ್ ಖಾತೆಯು ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ನಿರ್ಧರಿಸಿದ SIP ಅನ್ನು ಅವಲಂಬಿಸಿರುತ್ತದೆ. ನೀವು ಇದನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದುSIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ ಒಂದು ವರ್ಷದ ಅವಧಿಯಿಂದ 10+ ವರ್ಷಗಳವರೆಗೆ ಸರಿ. SIP ಅವಧಿಯನ್ನು ಅವಲಂಬಿಸಿ, ಮೊತ್ತವನ್ನು ನಿಮ್ಮ ಖಾತೆಯಿಂದ ಕಡಿತಗೊಳಿಸಲಾಗುತ್ತದೆ.
2. SIP ಗಾಗಿ ಅವಧಿ ಮತ್ತು ಅವಧಿ ಒಂದೇ ವಿಷಯ/ಅವಧಿಯೇ?
ಉ: ಹೌದು, ಅವರು ಒಂದೇ. ನೀವು ಆಫರ್ ಡಾಕ್ಯುಮೆಂಟ್ ಅನ್ನು ಓದಿದಾಗ, SIP ಅವಧಿಯನ್ನು ಎಚ್ಚರಿಕೆಯಿಂದ ಪರಿಶೀಲಿಸಿ, ಏಕೆಂದರೆ ಇದು ನಿಮ್ಮ ಖಾತೆಯಿಂದ ಹಣವನ್ನು ಕಡಿತಗೊಳಿಸುವ ಅವಧಿ/ಅವಧಿಯನ್ನು ನಿಮಗೆ ತಿಳಿಸುತ್ತದೆ. ಅವಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡುವುದು ಸಂಪೂರ್ಣವಾಗಿ ಹೂಡಿಕೆದಾರರ ಆಯ್ಕೆಯಾಗಿದೆ.
3. SIP ಗಳ ಅವಧಿಯನ್ನು ಬದಲಾಯಿಸಬಹುದೇ?
ಉ: ನೀವು SIP ಅನ್ನು ಕಡ್ಡಾಯಗೊಳಿಸುವ ಯೋಜನೆಯನ್ನು ಆರಿಸಿದ್ದರೆ, ನೀವು ಆ ಅವಧಿಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಬೇಕು. ಅಧಿಕಾರಾವಧಿಯ ನಂತರ, ನೀವು ಸಂಪೂರ್ಣ ಮೊತ್ತವನ್ನು ಹಿಂಪಡೆಯಬಹುದು. ಆದಾಗ್ಯೂ, ನೀವು ಹೂಡಿಕೆಯನ್ನು ನವೀಕರಿಸಲು ಬಯಸಿದರೆ, ನೀವು ಅಧಿಕಾರಾವಧಿಯನ್ನು ಬದಲಾಯಿಸಬಹುದು ಮತ್ತು ಹೆಚ್ಚು ವಿಸ್ತೃತ ಆದೇಶದೊಂದಿಗೆ ಬೇರೆ SIP ಅನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು.
4. ನಾನು SIP ಗಳಿಗಾಗಿ ಹೂಡಿಕೆ ಮೊತ್ತವನ್ನು ಬದಲಾಯಿಸಬಹುದೇ?
ಉ: ನೀವು ಹೊಂದಿಕೊಳ್ಳುವ SIP ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಆಯ್ಕೆ ಮಾಡಬಹುದು. ಹೂಡಿಕೆಯ ಅವಧಿಯಲ್ಲಿ ನೀವು ಹೂಡಿಕೆ ಮಾಡಬಹುದಾದ ಹಣವನ್ನು ಬದಲಾಯಿಸಲು ಈ SIP ಗಳು ನಿಮಗೆ ಅವಕಾಶ ಮಾಡಿಕೊಡುತ್ತವೆ. ನಿಮ್ಮ ಅಧಿಕಾರಾವಧಿಯಲ್ಲಿ, ನಿಮ್ಮ ಆಧಾರದ ಮೇಲೆ ನೀವು SIP ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹಣವನ್ನು ನೀವು ಬದಲಾಯಿಸಬಹುದುನಗದು ಹರಿವು.
5. ದೀರ್ಘಾವಧಿಯ SIP ಗಳು ಯಾವುವು?
ಉ: ನೀವು ಸುಮಾರು 5 ರಿಂದ 10 ವರ್ಷಗಳವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡುವ ದೀರ್ಘಾವಧಿಯ SIP ಆಗಿರುತ್ತದೆ. ತಾತ್ತ್ವಿಕವಾಗಿ, ದೀರ್ಘಾವಧಿಯ SIP ಗಳು ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡಲು ಹೆಚ್ಚಿನ ಅವಕಾಶಗಳನ್ನು ಹೊಂದಿವೆ.
6. ನಾನು ಅಧಿಕಾರಾವಧಿಯ ಮೊದಲು SIP ನಿಂದ ಹೊರಬರಬಹುದೇ?
ಉ: ನೀವು ಎಸ್ಐಪಿಯ ಅವಧಿಯನ್ನು ಪೂರ್ಣಗೊಳಿಸುವ ಮೊದಲು ಅದರಿಂದ ಹೊರಬರದಿದ್ದರೆ ಅದು ಉತ್ತಮವಾಗಿರುತ್ತದೆ. ಕೆಲವೊಮ್ಮೆ ಹೂಡಿಕೆಯು ನಿರ್ಗಮನ ಲೋಡ್ ಅನ್ನು ಹೊಂದಿಲ್ಲದಿರಬಹುದು, ಆದರೆ ಅದು ಸಂಪೂರ್ಣವಾಗಿ ನಿರ್ದಿಷ್ಟ SIP ಮೇಲೆ ಅವಲಂಬಿತವಾಗಿರುತ್ತದೆ. ನೀವು ಮಾಡುತ್ತಿರುವ ಹೂಡಿಕೆಯ ಬಗ್ಗೆ ನಿಮಗೆ ಖಚಿತವಿಲ್ಲದಿದ್ದರೆ, ಒಂದು ವರ್ಷಕ್ಕೆ ಕೇವಲ INR 500 ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ನೀವು ಸಣ್ಣದನ್ನು ಪ್ರಾರಂಭಿಸಬೇಕು. ನಿಮ್ಮ ಅಪಾಯವನ್ನು ತೆಗೆದುಕೊಳ್ಳುವ ಹಸಿವು ಹೆಚ್ಚಾದಂತೆ, ನಿಮ್ಮ ಹೂಡಿಕೆಯನ್ನು ನೀವು ಹೆಚ್ಚಿಸಬಹುದು.
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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Well explanation with indepth details.very inspirational information for investment in MF. Thanks.
Great! Informative SIP Thread. Very well covered and presented.