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 മികച്ച ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച പ്രകടനം നടത്തുന്ന SIP ഫണ്ടുകൾ

ഫിൻകാഷ് »ടാറ്റ മ്യൂച്വൽ ഫണ്ട് »മികച്ച ടാറ്റ SIP ഫണ്ടുകൾ

മികച്ച ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on June 30, 2025 , 49461 views

സിസ്റ്റംഎസ്.ഐ.പി നിക്ഷേപകരെ സ്ഥിരമായി പണം നിക്ഷേപിക്കാൻ സഹായിക്കുന്ന ഒരു എളുപ്പമാർഗമാണ്. ഇത് ഒരു പോലെയാണ്ആവർത്തന നിക്ഷേപം (RD), അവിടെ നിങ്ങൾ എല്ലാ മാസവും ഒരു നിശ്ചിത തുക നിക്ഷേപിക്കുന്നു. അങ്ങനെ, അച്ചടക്കമുള്ള ശീലം വളർത്തിയെടുക്കാൻ ഇത് സഹായിക്കുന്നുനിക്ഷേപിക്കുന്നു ദീർഘകാലത്തേക്ക്. ഒരു SIP അല്ലെങ്കിൽ വ്യവസ്ഥാപിതമായിനിക്ഷേപ പദ്ധതി നിങ്ങൾക്ക് ഒരു നിശ്ചിത ആവൃത്തിയിൽ 500 രൂപ വരെ കുറഞ്ഞ തുക ലഭിക്കും, ഉദാ- പ്രതിമാസ/ത്രൈമാസത്തിൽ. കൂടാതെ, നിങ്ങളുടെ നേട്ടം കൈവരിക്കുന്നതിനുള്ള മികച്ച ഉപകരണമാണ് SIPസാമ്പത്തിക ലക്ഷ്യങ്ങൾ. നിങ്ങളുടെ സാമ്പത്തിക ലക്ഷ്യങ്ങൾ തിരിച്ചറിയാൻ ഇത് സഹായിക്കുന്നുവിരമിക്കൽ, ഒരു വീട്/കാർ വാങ്ങൽ, വിവാഹം മുതലായവ. അതിനാൽ, ഈ ലക്ഷ്യങ്ങൾ നിറവേറ്റുന്നതിനായി നിങ്ങൾക്ക് സ്ഥിരമായി ഒരു നിശ്ചിത തുക നീക്കിവെക്കാം.

Tata

ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ടാറ്റ എസ്‌ഐ‌പിയിൽ ഇവയാണ്:

നിക്ഷേപകർക്ക് താൽപ്പര്യമുണ്ട്ഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക പ്ലാൻ, താഴെ സൂചിപ്പിച്ച മികച്ച ടാറ്റ എസ്‌ഐപിയിൽ നിന്ന് തിരഞ്ഞെടുക്കാംമ്യൂച്വൽ ഫണ്ടുകൾ. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

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ഇക്വിറ്റികളിലെ മികച്ച ടാറ്റ SIP മ്യൂച്വൽ ഫണ്ടുകൾ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
TATA Infrastructure Fund Growth ₹175.81
↓ -0.14
₹2,227 150 12.3-2.6-11.927.230.722.9
TATA Mid Cap Growth Fund Growth ₹436.188
↑ 0.27
₹4,701 150 11.90.902627.222.7
TATA Banking and Financial Services Fund Growth ₹44.0809
↓ -0.38
₹2,797 150 12.412.314.525.421.59
TATA India Pharma & Healthcare Fund Growth ₹30.1581
↑ 0.07
₹1,232 150 5.8-5.814.724.822.140.4
Tata Equity PE Fund Growth ₹350.356
↓ -2.14
₹8,506 150 8.7-1.9-1.124.523.321.7
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹117.273
↓ -0.72
₹8,506 150 8.7-1.9-1.124.423.121.6
TATA Resources & Energy Fund Growth ₹46.1194
↑ 0.31
₹1,118 150 9.68.43.623.925.313.1
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹130.325
↓ -0.80
₹8,506 150 8.7-1.9-2.322.921.420.1
TATA India Consumer Fund Growth ₹44.0014
↓ -0.04
₹2,379 150 7.7-6.85.522.521.826.7
Tata Large and Midcap Fund Growth ₹533.632
↓ -0.68
₹8,546 150 8.62.42.520.822.315.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

1. TATA Infrastructure Fund

To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector.

TATA Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 15 in Sectoral category.  Return for 2024 was 22.9% , 2023 was 45.1% and 2022 was 7.6% .

Below is the key information for TATA Infrastructure Fund

TATA Infrastructure Fund
Growth
Launch Date 31 Dec 04
NAV (02 Jul 25) ₹175.81 ↓ -0.14   (-0.08 %)
Net Assets (Cr) ₹2,227 on 31 May 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.54
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 150
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,381
30 Jun 22₹18,834
30 Jun 23₹25,485
30 Jun 24₹43,441
30 Jun 25₹38,742

TATA 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 ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for TATA 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 2 Jul 25

DurationReturns
1 Month 2.7%
3 Month 12.3%
6 Month -2.6%
1 Year -11.9%
3 Year 27.2%
5 Year 30.7%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.9%
2023 45.1%
2022 7.6%
2021 53.5%
2020 11.1%
2019 2.8%
2018 -15.7%
2017 42.2%
2016 5.3%
2015 -0.2%
Fund Manager information for TATA Infrastructure Fund
NameSinceTenure
Abhinav Sharma9 Mar 214.31 Yr.

Data below for TATA Infrastructure Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials49.04%
Basic Materials14.93%
Utility14.53%
Real Estate7.91%
Consumer Cyclical4.17%
Communication Services1.56%
Energy1.23%
Technology0.82%
Asset Allocation
Asset ClassValue
Cash5.06%
Equity94.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 05 | LT
6%₹129 Cr349,889
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC
3%₹78 Cr2,325,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 22 | RAMCOCEM
3%₹68 Cr696,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Jan 21 | ADANIPORTS
3%₹66 Cr460,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | ULTRACEMCO
2%₹53 Cr47,300
DLF Ltd (Real Estate)
Equity, Since 30 Sep 20 | DLF
2%₹51 Cr640,000
G R Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 23 | 543317
2%₹48 Cr377,647
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA
2%₹46 Cr24,048
Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 May 24 | ADANIENSOL
2%₹45 Cr522,143
Cummins India Ltd (Industrials)
Equity, Since 30 Nov 20 | CUMMINSIND
2%₹45 Cr136,168

2. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (02 Jul 25) ₹436.188 ↑ 0.27   (0.06 %)
Net Assets (Cr) ₹4,701 on 31 May 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.12
Information Ratio -1.25
Alpha Ratio -6.76
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,959
30 Jun 22₹16,858
30 Jun 23₹21,627
30 Jun 24₹33,692
30 Jun 25₹33,832

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 4.6%
3 Month 11.9%
6 Month 0.9%
1 Year 0%
3 Year 26%
5 Year 27.2%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.7%
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 214.31 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials20.2%
Financial Services17.67%
Health Care14.98%
Consumer Cyclical11.65%
Basic Materials11.19%
Real Estate4.35%
Technology4.32%
Communication Services3.5%
Utility2.56%
Energy1.57%
Consumer Defensive1.42%
Asset Allocation
Asset ClassValue
Cash6.58%
Equity93.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL
4%₹195 Cr1,300,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹138 Cr270,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND
3%₹121 Cr369,694
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 533155
3%₹118 Cr1,800,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | AUBANK
3%₹118 Cr1,700,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | LUPIN
2%₹117 Cr600,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
2%₹115 Cr1,000,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
2%₹113 Cr600,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹105 Cr576,129
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹101 Cr1,001,126

3. TATA Banking and Financial Services Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India.

TATA Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Return for 2024 was 9% , 2023 was 22% and 2022 was 16.9% .

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

TATA Banking and Financial Services Fund
Growth
Launch Date 28 Dec 15
NAV (02 Jul 25) ₹44.0809 ↓ -0.38   (-0.85 %)
Net Assets (Cr) ₹2,797 on 31 May 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.95
Information Ratio 0.68
Alpha Ratio -2.17
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,082
30 Jun 22₹13,673
30 Jun 23₹19,180
30 Jun 24₹23,573
30 Jun 25₹27,418

TATA 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for TATA 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 2 Jul 25

DurationReturns
1 Month 3.7%
3 Month 12.4%
6 Month 12.3%
1 Year 14.5%
3 Year 25.4%
5 Year 21.5%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 9%
2023 22%
2022 16.9%
2021 11.9%
2020 2.7%
2019 25.7%
2018 -0.1%
2017 45%
2016 17.8%
2015
Fund Manager information for TATA Banking and Financial Services Fund
NameSinceTenure
Amey Sathe14 Oct 213.63 Yr.

Data below for TATA Banking and Financial Services Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services93.81%
Technology1.91%
Asset Allocation
Asset ClassValue
Cash4.28%
Equity95.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK
22%₹622 Cr3,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | AXISBANK
9%₹253 Cr2,120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹241 Cr1,665,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
9%₹239 Cr1,150,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 20 | SBICARD
3%₹81 Cr880,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹80 Cr990,000
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Oct 21 | PNBHOUSING
3%₹78 Cr750,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 24 | BAJFINANCE
3%₹73 Cr80,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIGI
3%₹70 Cr375,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFCLIFE
2%₹70 Cr900,000

4. TATA India Pharma & Healthcare Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.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.

TATA India Pharma & Healthcare Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Return for 2024 was 40.4% , 2023 was 36.6% and 2022 was -8% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (02 Jul 25) ₹30.1581 ↑ 0.07   (0.22 %)
Net Assets (Cr) ₹1,232 on 31 May 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.54
Information Ratio 0.74
Alpha Ratio 1.9
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,403
30 Jun 22₹13,787
30 Jun 23₹16,370
30 Jun 24₹23,471
30 Jun 25₹27,032

TATA India Pharma & Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for TATA India Pharma & Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3.3%
3 Month 5.8%
6 Month -5.8%
1 Year 14.7%
3 Year 24.8%
5 Year 22.1%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 40.4%
2023 36.6%
2022 -8%
2021 19.1%
2020 64.4%
2019 5.5%
2018 -2.6%
2017 4.7%
2016 -14.7%
2015
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure
Meeta Shetty9 Mar 214.23 Yr.
Rajat Srivastava16 Sep 240.71 Yr.

Data below for TATA India Pharma & Healthcare Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Health Care88.47%
Basic Materials2.37%
Asset Allocation
Asset ClassValue
Cash9.16%
Equity90.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA
12%₹143 Cr854,300
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP
6%₹77 Cr111,255
↑ 10,000
Cipla Ltd (Healthcare)
Equity, Since 30 Apr 20 | CIPLA
6%₹72 Cr490,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
6%₹71 Cr615,100
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
6%₹69 Cr104,965
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Oct 20 | FORTIS
5%₹60 Cr855,100
Lupin Ltd (Healthcare)
Equity, Since 30 Nov 17 | LUPIN
5%₹59 Cr303,240
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | ASTERDM
4%₹54 Cr956,991
Wockhardt Ltd (Healthcare)
Equity, Since 31 Mar 24 | WOCKPHARMA
3%₹40 Cr274,871
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DRREDDY
3%₹39 Cr311,555

5. Tata Equity PE Fund

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity PE Fund is a Equity - Value fund was launched on 29 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 7 in Value category.  Return for 2024 was 21.7% , 2023 was 37% and 2022 was 5.9% .

Below is the key information for Tata Equity PE Fund

Tata Equity PE Fund
Growth
Launch Date 29 Jun 04
NAV (02 Jul 25) ₹350.356 ↓ -2.14   (-0.61 %)
Net Assets (Cr) ₹8,506 on 31 May 25
Category Equity - Value
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.08
Information Ratio 0.8
Alpha Ratio -4.94
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,566
30 Jun 22₹15,079
30 Jun 23₹19,360
30 Jun 24₹29,195
30 Jun 25₹29,332

Tata Equity PE Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Tata Equity PE Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 2.9%
3 Month 8.7%
6 Month -1.9%
1 Year -1.1%
3 Year 24.5%
5 Year 23.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.7%
2023 37%
2022 5.9%
2021 28%
2020 12.5%
2019 5.3%
2018 -7.1%
2017 39.4%
2016 16.2%
2015 0.3%
Fund Manager information for Tata Equity PE Fund
NameSinceTenure
Sonam Udasi1 Apr 169.17 Yr.
Amey Sathe18 Jun 186.96 Yr.

Data below for Tata Equity PE Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services38.24%
Consumer Cyclical10.67%
Energy9.95%
Technology7.77%
Consumer Defensive7.02%
Utility6.17%
Communication Services4.69%
Health Care4.37%
Basic Materials3.55%
Industrials2.24%
Asset Allocation
Asset ClassValue
Cash4.42%
Equity95.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
8%₹705 Cr3,627,000
↓ -216,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | BPCL
5%₹424 Cr13,330,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK
4%₹340 Cr1,638,000
↑ 98,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹325 Cr2,250,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
4%₹319 Cr1,257,971
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹315 Cr7,920,000
↓ -1,800,000
Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 24 | 532892
4%₹309 Cr3,818,710
↑ 75,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | MUTHOOTFIN
3%₹293 Cr1,323,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN
3%₹282 Cr4,410,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
3%₹278 Cr6,660,000

6. Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) is a Equity - Value fund was launched on 30 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Return for 2024 was 21.6% , 2023 was 36.8% and 2022 was 5.9% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Normal Dividend, Reinvestment
Launch Date 30 Jun 04
NAV (02 Jul 25) ₹117.273 ↓ -0.72   (-0.61 %)
Net Assets (Cr) ₹8,506 on 31 May 25
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.09
Information Ratio 0.78
Alpha Ratio -5.01
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,550
30 Jun 22₹15,041
30 Jun 23₹19,295
30 Jun 24₹29,056
30 Jun 25₹29,172

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 2.9%
3 Month 8.7%
6 Month -1.9%
1 Year -1.1%
3 Year 24.4%
5 Year 23.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.6%
2023 36.8%
2022 5.9%
2021 27.8%
2020 12.4%
2019 5.3%
2018 -7.1%
2017 39.4%
2016 16.2%
2015 0.3%
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
NameSinceTenure
Sonam Udasi1 Apr 169.25 Yr.
Amey Sathe18 Jun 187.04 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services38.24%
Consumer Cyclical10.67%
Energy9.95%
Technology7.77%
Consumer Defensive7.02%
Utility6.17%
Communication Services4.69%
Health Care4.37%
Basic Materials3.55%
Industrials2.24%
Asset Allocation
Asset ClassValue
Cash4.42%
Equity95.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
8%₹705 Cr3,627,000
↓ -216,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | BPCL
5%₹424 Cr13,330,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK
4%₹340 Cr1,638,000
↑ 98,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹325 Cr2,250,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
4%₹319 Cr1,257,971
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹315 Cr7,920,000
↓ -1,800,000
Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 24 | 532892
4%₹309 Cr3,818,710
↑ 75,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | MUTHOOTFIN
3%₹293 Cr1,323,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN
3%₹282 Cr4,410,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
3%₹278 Cr6,660,000

7. TATA Resources & Energy Fund

"The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India. 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."

TATA Resources & Energy Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Return for 2024 was 13.1% , 2023 was 27.7% and 2022 was 1.4% .

Below is the key information for TATA Resources & Energy Fund

TATA Resources & Energy Fund
Growth
Launch Date 28 Dec 15
NAV (02 Jul 25) ₹46.1194 ↑ 0.31   (0.67 %)
Net Assets (Cr) ₹1,118 on 31 May 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio -0.06
Information Ratio 0.04
Alpha Ratio 5.76
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,759
30 Jun 22₹16,641
30 Jun 23₹20,673
30 Jun 24₹30,035
30 Jun 25₹31,036

TATA Resources & Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for TATA Resources & Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 5.2%
3 Month 9.6%
6 Month 8.4%
1 Year 3.6%
3 Year 23.9%
5 Year 25.3%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 13.1%
2023 27.7%
2022 1.4%
2021 46.6%
2020 30.6%
2019 9.7%
2018 -15.6%
2017 32.3%
2016 21.3%
2015
Fund Manager information for TATA Resources & Energy Fund
NameSinceTenure
Satish Mishra9 Mar 214.31 Yr.

Data below for TATA Resources & Energy Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Basic Materials51.42%
Utility18.71%
Energy17.05%
Industrials2.77%
Consumer Defensive1.98%
Consumer Cyclical1.71%
Asset Allocation
Asset ClassValue
Cash6.36%
Equity93.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 19 | ULTRACEMCO
7%₹78 Cr70,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 20 | AMBUJACEM
4%₹50 Cr900,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 18 | TATASTEEL
4%₹48 Cr3,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | NTPC
4%₹47 Cr1,400,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
4%₹43 Cr300,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 19 | BPCL
3%₹35 Cr1,100,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 19 | NAVINFLUOR
3%₹34 Cr80,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 21 | VEDL
3%₹30 Cr700,000
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Dec 24 | MGL
3%₹30 Cr225,000
JSW Steel Ltd (Basic Materials)
Equity, Since 28 Feb 25 | JSWSTEEL
3%₹30 Cr300,000

8. Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) is a Equity - Value fund was launched on 5 Oct 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Return for 2024 was 20.1% , 2023 was 35.2% and 2022 was 4.6% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Normal Dividend, Reinvestment
Launch Date 5 Oct 09
NAV (02 Jul 25) ₹130.325 ↓ -0.80   (-0.61 %)
Net Assets (Cr) ₹8,506 on 31 May 25
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.15
Information Ratio 0.38
Alpha Ratio -6.25
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,376
30 Jun 22₹14,507
30 Jun 23₹18,159
30 Jun 24₹27,368
30 Jun 25₹27,145

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 2.9%
3 Month 8.7%
6 Month -1.9%
1 Year -2.3%
3 Year 22.9%
5 Year 21.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.1%
2023 35.2%
2022 4.6%
2021 24.8%
2020 11%
2019 5.3%
2018 -7.1%
2017 39.4%
2016 16.2%
2015 0.3%
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
NameSinceTenure
Sonam Udasi1 Apr 169.25 Yr.
Amey Sathe18 Jun 187.04 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services38.24%
Consumer Cyclical10.67%
Energy9.95%
Technology7.77%
Consumer Defensive7.02%
Utility6.17%
Communication Services4.69%
Health Care4.37%
Basic Materials3.55%
Industrials2.24%
Asset Allocation
Asset ClassValue
Cash4.42%
Equity95.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
8%₹705 Cr3,627,000
↓ -216,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | BPCL
5%₹424 Cr13,330,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK
4%₹340 Cr1,638,000
↑ 98,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹325 Cr2,250,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
4%₹319 Cr1,257,971
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹315 Cr7,920,000
↓ -1,800,000
Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 24 | 532892
4%₹309 Cr3,818,710
↑ 75,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | MUTHOOTFIN
3%₹293 Cr1,323,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN
3%₹282 Cr4,410,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
3%₹278 Cr6,660,000

9. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.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.

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Return for 2024 was 26.7% , 2023 was 35.8% and 2022 was 1% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (02 Jul 25) ₹44.0014 ↓ -0.04   (-0.09 %)
Net Assets (Cr) ₹2,379 on 31 May 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.35
Information Ratio 0.18
Alpha Ratio 2.82
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,288
30 Jun 22₹14,364
30 Jun 23₹18,561
30 Jun 24₹25,175
30 Jun 25₹26,980

TATA India Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 2.3%
3 Month 7.7%
6 Month -6.8%
1 Year 5.5%
3 Year 22.5%
5 Year 21.8%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.7%
2023 35.8%
2022 1%
2021 27.5%
2020 21%
2019 -2%
2018 -2.1%
2017 73.3%
2016 3.1%
2015
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 169.17 Yr.
Aditya Bagul3 Oct 231.66 Yr.

Data below for TATA India Consumer Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Defensive33.53%
Consumer Cyclical30.59%
Industrials15.47%
Financial Services5.67%
Technology4.5%
Basic Materials2.49%
Health Care0.98%
Asset Allocation
Asset ClassValue
Cash6.55%
Equity93.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
9%₹211 Cr5,049,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
7%₹157 Cr6,608,000
↓ -2,050,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
6%₹154 Cr606,500
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
5%₹128 Cr360,142
↑ 1,560
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | TATACONSUM
4%₹106 Cr961,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | TRENT
4%₹102 Cr180,000
↑ 12,000
Bikaji Foods International Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | BIKAJI
4%₹99 Cr1,297,150
↑ 15,837
Havells India Ltd (Industrials)
Equity, Since 31 Mar 25 | HAVELLS
4%₹91 Cr594,000
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹77 Cr315,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 May 25 | HDFCAMC
3%₹77 Cr161,000
↑ 161,000

10. Tata Large and Midcap Fund

(Erstwhile Tata Equity Opportunities Fund)

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Tata Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 51 in Large & Mid Cap category.  Return for 2024 was 15.5% , 2023 was 22.9% and 2022 was 11.2% .

Below is the key information for Tata Large and Midcap Fund

Tata Large and Midcap Fund
Growth
Launch Date 25 Feb 93
NAV (02 Jul 25) ₹533.632 ↓ -0.68   (-0.13 %)
Net Assets (Cr) ₹8,546 on 31 May 25
Category Equity - Large & Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.1
Information Ratio -0.64
Alpha Ratio -2.11
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,733
30 Jun 22₹15,834
30 Jun 23₹20,428
30 Jun 24₹27,181
30 Jun 25₹27,963

Tata Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Tata Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3%
3 Month 8.6%
6 Month 2.4%
1 Year 2.5%
3 Year 20.8%
5 Year 22.3%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.5%
2023 22.9%
2022 11.2%
2021 28.5%
2020 15.5%
2019 13.9%
2018 -5.3%
2017 31.9%
2016 1.5%
2015 6.6%
Fund Manager information for Tata Large and Midcap Fund
NameSinceTenure
Chandraprakash Padiyar3 Sep 186.83 Yr.
Meeta Shetty1 Nov 195.67 Yr.

Data below for Tata Large and Midcap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services33.29%
Basic Materials13.39%
Industrials9.37%
Health Care7.19%
Consumer Cyclical5.99%
Communication Services5.65%
Consumer Defensive5.49%
Energy4.66%
Technology2.68%
Real Estate2.03%
Utility1.93%
Asset Allocation
Asset ClassValue
Cash6.71%
Equity93.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
10%₹856 Cr4,400,000
↓ -66,799
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 17 | RELIANCE
5%₹398 Cr2,800,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 18 | PIIND
5%₹396 Cr1,036,607
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
4%₹353 Cr4,350,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
4%₹332 Cr2,299,020
↓ -233,532
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | VBL
4%₹323 Cr6,786,250
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | IDFCFIRSTB
3%₹296 Cr43,500,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 24 | SBICARD
3%₹296 Cr3,209,286
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹292 Cr1,573,632
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Jun 21 | FORTIS
3%₹252 Cr3,574,802

SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?

നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.

SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ

എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), എത്ര വർഷം നിക്ഷേപം ആവശ്യമാണ്, പ്രതീക്ഷിക്കുന്നത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!

നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-

പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ

നിക്ഷേപ കാലയളവ്: 10 വർഷം

നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ

ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%

അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ

മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)

നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!

ടാറ്റ മ്യൂച്വൽ ഫണ്ട് SIP ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

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